Friday, August 11, 2017

US Largest Companies With Stock Market Caps Above $10 Bil Had Their Total Earnings Growth Decelerate Sharply Over Their Prior Year's Quarter From Up 32% in the December 2016 Quarter, Obama's Last Full Quarter in Office, To Up 25% in the March 2017 Quarter and To Up 13% So Far (99% Have Reported) in the June 2017 Quarter, Trump's First Full Quarter in Office ....................................................................................... Total Earnings Growth of 13% in the June 2017 Quarter Drops Down To Only 5% Growth When All US Oil & Gas Companies Are Removed ....................................................................................... The Trump Administration Has Resurrected From the Dead the Earnings of the US Fossil Fuel Companies With June 2017 Quarter Total Earnings of $6.1 Bil vs June 2016 Quarter Total Losses of $7.6 Bil ....................................................................................... After US Oil & Gas, US Technology Companies Lead the Pack, Despite Little Help From the Trump Administration, With June 2017 Quarter Total Earnings of $40.2 Bil, Up 27% From the $31.8 Bil Total Earnings in the June 2016 Quarter ....................................................................................... Excluding Alphabet, Whose Earnings Were Burdened By a $2.7 Bil European Commission Charge, Technology Companies Total Earnings Increased By a Much Higher 37% in the June 2017 Quarter ....................................................................................... With Much Help From US Fed Chair Janet Yellen, the Many US Financial Companies, Including REITs and Health Insurance Companies, June 2017 Quarter Total Earnings Were a Massive $66.8 Bil, Up 9% From the $61.2 Bil Total Earnings in the June 2016 Quarter: To Exhibit Yellen's Effect, Only 1 of these 92 Financial Companies Had a Loss in the June 2017 Quarter ....................................................................................... The US Health Care Companies Generated Total Earnings of $25.9 Bil in the June Quarter 2017, Up Only 1.5% From the June Quarter 2016 Total Earnings of $25.6 Bil: If the Five Health Insurance Companies, Whose June Quarter 2017 Total Earnings Increased By 41%, Were Included With These Health Care Companies, the Total Earnings Growth Expands From 1.5% to 7.0% ....................................................................................... The Many US Large Companies in All Other Industries Generated June Quarter 2017 Total Earnings of $78.8 Bil, Down a Very Disappointing 4% From the $83.2 Bil Total Earnings in the June 2016 Quarter ....................................................................................... There Appeared To Be a Deliberate US Government-Driven Redistribution of Total US Earnings in the June 2017 Quarter From the US Non-Oil & Gas Companies To the US Oil & Gas Companies: This Redistribution of Earnings Appeared To Be Even More Pronounced in the March 2017 Quarter

From a review of the Google Finance Website and of company financial statements in the US SEC website, I found the 363 Companies headquartered in the US with Stock Market Capitalizations of more than $10 Bil either very late in 2016 or very early in 2017, which have June Quarter Ends and which have filed their June 2017 Quarter Financial Statements with the SEC.  Traditional Predominately Regulated Utilities were excluded.

There were 15 of these 363 US Companies whose stock market caps have dropped below $10 Bil currently.  Also, there were 36 additional US Companies not included in these 363 US Companies which now have stock market caps above $10 Bil but didn't previously.

If these 15 US Companies were excluded from and the 36 US Companies were added to these 363 US Companies, the June 2017 Quarter Total Earnings Growth would still remain at 13%. 

Below here are the Total Reported US GAAP Earnings (Losses) From Continuing Operations for the Quarters Ended June 2017 and 2016 for each of these 363 largest US Companies.






June June







2017 2016







Quarter Quarter



Calendar US GAAP US GAAP Net Net
US Companies With

Most
2Q 17 Net Net Income Income
June 2017 Quarter Ends City State Recent
Month Income Income Better Better
Stock Market Caps Above $10 Bil HQs HQs FYE
End (Loss) (Loss) (Worse) (Worse)





 $ mils  $ mils  $ mils %
Oil & Gas Companies








Exxon Mobil Irving TX Dec16
June            3,264            1,681          1,583
Chevron San Ramon CA Dec16
June            1,466          (1,463)          2,929
Enterprise Products Partners LP Houston TX Dec16
June               666               570               96
Apache Houston TX Dec16
June               613             (200)             813
Phillips 66 Houston TX Dec16
June               581               516               65
Marathon Petroleum Findlay OH Dec16
June               574               783            (209)
Valero Energy San Antonio TX Dec16
June               572               843            (271)
Occidental Petroleum Houston TX Dec16
June               507             (136)             643
Devon Energy Oklahoma City OK Dec16
June               451          (1,563)          2,014
Kinder Morgan Inc Houston TX Dec16
June               383               375                 8
Spectra Energy Partners LP Houston TX Dec16
June               367               305               62
Energy Transfer LP Dallas TX Dec16
June               350               472            (122)
Williams Partners LP Tulsa OK Dec16
June               348               (77)             425
Freeport-McMoRan Phoenix AZ Dec16
June               326             (229)             555
Pioneer Natural Resources Irving TX Dec16
June               233             (268)             501
Magellan Midstream Partners LP Tulsa OK Dec16
June               210               188               22
Williams Companies Tulsa OK Dec16
June               193             (505)             698
MPLX LP Findlay OH Dec16
June               191                 72             119
Plains All America Pipeline LP Houston TX Dec16
June               189               102               87
ONEOK Tulsa OK Dec16
June               176               180                (4)
Concho Resources Midland TX Dec16
June               152             (266)             418
EQT Corp Pittsburgh PA Dec16
June               123             (181)             304
Energy Transfer Equity LP Dallas TX Dec16
June               117               424            (307)
Cimarex Energy Denver CO Dec16
June                 97             (214)             311
Andeavor San Antonio TX Dec16
June                 87               449            (362)
Halliburton Houston TX Dec16
June                 28          (3,205)          3,233
EOG Resources Houston TX Dec16
June                 23             (293)             316
Cabot Oil & Gas Houston TX Dec16
June                 22               (63)               85
Continental Resources Oklahoma City OK Dec16
June               (64)             (119)               55
National Oilwell Varco Houston TX Dec16
June               (74)             (217)             143
Schlumberger Ltd Houston TX Dec16
June               (81)          (2,146)          2,065
Marathon Oil Corp Houston TX Dec16
June             (153)             (138)              (15)
Baker Hughes Houston TX Dec16
June             (179)             (912)             733
Anadarko Petroleum The Woodlands TX Dec16
June             (334)             (611)             277
Hess Corp New York NY Dec16
June             (417)             (373)              (44)
Noble Energy Houston TX Dec16
June          (1,498)             (315)         (1,183)
ConocoPhillips Houston TX Dec16
June          (3,426)          (1,058)         (2,368)










Total all 37 Oil & Gas Companies




           6,083          (7,592)        13,675 NM










Technology Companies








Apple Cupertino CA Sep16
June            8,717            7,796             921 12%
Microsoft Redmond WA Jun17
June            6,513            3,122          3,391 109%
Facebook Menlo Park CA Dec16
June            3,894            2,283          1,611 71%
Alphabet (Google) Mountain View CA Dec16
June            3,524            4,877         (1,353) -28%
Intel Santa Clara CA Dec16
June            2,808            1,330          1,478 111%
IBM Armonk NY Dec16
June            2,332            2,505            (173) -7%
Visa San Francisco CA Sep16
June            2,059               412          1,647 400%
MasterCard Purchase NY Dec16
June            1,177               983             194 20%
Texas Instruments Dallas TX Dec16
June            1,056               819             237 29%
Qualcomm San Diego CA Sep16
June               865            1,443            (578) -40%
Priceline Group Norwalk CT Dec16
June               720               581             139 24%
Electronic Arts Redwood City CA Mar17
June               644               440             204 46%
Lam Research Fremont CA Jun17
June               526               259             267 103%
Cognizant Technology Solutions Teaneck NJ Dec16
June               470               252             218 87%
PayPal Holdings San Jose CA Dec16
June               411               323               88 27%
Western Digital Irvine CA Jun17
June               280             (366)             646 NM
Automatic Data Processing Roseland NJ Jun17
June               266               282              (16) -6%
KLA-Tencor Milpitas CA Jun17
June               256               272              (16) -6%
Skyworks Solutions Woburn MA Sep16
June               246               185               61 33%
Activision Blizzard Santa Monica CA Dec16
June               243               151               92 61%
First Data Corp New York NY Dec16
June               243               215               28 13%
Fortive Everett WA Dec16
June               240               239                 1 0%
Fiserv Brookfield WI Dec16
June               221               212                 9 4%
Amazon Seattle WA Dec16
June               197               857            (660) -77%
Check Point Software San Carlos CA Dec16
June               188               166               22 13%
Roper Technologies Sarasota FL Dec16
June               180               158               22 14%
Cerner Corp Kansas City MO Dec16
June               180               166               14 8%
Juniper Networks Sunnyvale CA Dec16
June               180               140               40 29%
CA Inc New York NY Mar17
June               178               198              (20) -10%
Microchip Technology Chandler AZ Mar17
June               171             (109)             280 NM
Xilinx San Jose CA Mar17
June               167               163                 4 2%
Maxim Integrated Products San Jose CA Jun17
June               163                 92               71 77%
Fidelity Natl Info Services Jacksonville FL Dec16
June               140               123               17 14%
Motorola Solutions Schaumburg IL Dec16
June               132               108               24 22%
Waters Corp Milford MA Dec16
June               132               128                 4 3%
FleetCor Technologies Norcross GA Dec16
June               131               116               15 13%
Verisk Analytics Jersey City NJ Dec16
June               121               107               14 13%
Seagate Technology Cupertino CA Jun17
June               114                 70               44 63%
Citrix Systems Ft Lauderdale FL Dec16
June               109               106                 3 3%
Mettler-Toledo Intl Columbus OH Dec16
June               102                 80               22 28%
Netflix Los Gatos CA Dec16
June                 66                 41               25 61%
Akamai Technologies Cambridge MA Dec16
June                 58                 74              (16) -22%
Expedia Bellevue WA Dec16
June                 54                   6               48 800%
eBay Inc San Jose CA Dec16
June                 27               437            (410) -94%
ServiceNow Santa Clara CA Dec16
June               (56)               (50)                (6) -12%
Symantec Mountain View CA Mar17
June             (110)                 66            (176) NM
Twitter San Francisco CA Dec16
June             (116)             (107)                (9) -8%










Total all 47 Technology Companies




         40,219          31,751          8,468 27%










Financial Companies








JPMorgan Chase New York NY Dec16
June            7,029            6,200             829 13%
Wells Fargo San Francisco CA Dec16
June            5,848            5,573             275 5%
Banc of America Charlotte NC Dec16
June            5,269            4,783             486 10%
Berkshire Hathaway Omaha NE Dec16
June            4,355            5,082            (727) -14%
Citigroup New York NY Dec16
June            3,883            4,047            (164) -4%
UnitedHealth Group Minnetonka MN Dec16
June            2,350            1,760             590 34%
Goldman Sachs New York NY Dec16
June            1,831            1,822                 9 0%
Morgan Stanley New York NY Dec16
June            1,796            1,650             146 9%
US Bancorp Minneapolis MN Dec16
June            1,512            1,536              (24) -2%
American Express New York NY Dec16
June            1,340            2,015            (675) -33%
Chubb Ltd (Was Ace Ltd) Philadelphia PA Dec16
June            1,305               726             579 80%
Aetna Hartford CT Dec16
June            1,183               793             390 49%
American Intl Group New York NY Dec16
June            1,118            1,924            (806) -42%
PNC Financial Services Group Pittsburgh PA Dec16
June            1,097               989             108 11%
Capital One Financial McLean VA Dec16
June            1,047               943             104 11%
Bank New York Mellon New York NY Dec16
June               976               875             101 12%
MetLife New York NY Dec16
June               887               114             773 678%
KKR New York NY Dec16
June               869               273             596 218%
BlackRock New York NY Dec16
June               867               795               72 9%
Anthem Indianapolis IN Dec16
June               855               781               74 9%
Cigna Bloomfield CT Dec16
June               810               503             307 61%
Blackstone Group LP New York NY Dec16
June               745               463             282 61%
AFLAC Columbus GA Dec16
June               713               548             165 30%
BB&T Corp Winston Salem NC Dec16
June               674               587               87 15%
Humana Louisville KY Dec16
June               650               311             339 109%
State Street Corp Boston MA Dec16
June               620               617                 3 0%
Travelers Saint Paul MN Dec16
June               595               664              (69) -10%
Allstate Northbrook IL Dec16
June               579               271             308 114%
Charles Schwab San Francisco CA Dec16
June               575               452             123 27%
Discover Financial Services Riverwoods IL Dec16
June               546               616              (70) -11%
SunTrust Banks Atlanta GA Dec16
June               530               494               36 7%
Marsh & McLennan New York NY Dec16
June               507               480               27 6%
Prudential Financial Newark NJ Dec16
June               496               925            (429) -46%
Synchrony Financial Stamford CT Dec16
June               496               489                 7 1%
Franklin Resources San Mateo CA Sep16
June               459               462                (3) -1%
S&P Global New York NY Dec16
June               457               412               45 11%
Simon Property Group Indianapolis IN Dec16
June               441               527              (86) -16%
Intercontinental Exchange Atlanta GA Dec16
June               426               363               63 17%
CME Group Chicago IL Dec16
June               416               320               96 30%
Lincoln National Corp Radnor PA Dec16
June               411               325               86 26%
KeyCorp Cleveland OH Dec16
June               407               198             209 106%
Ameriprise Financial Minneapolis MN Dec16
June               393               335               58 17%
T. Rowe Price Group Baltimore MD Dec16
June               390               211             179 85%
American Tower Boston MA Dec16
June               388               192             196 102%
M&T Bank Buffalo NY Dec16
June               381               336               45 13%
Progressive Corp Mayfield Village OH Dec16
June               373               195             178 91%
Fifth Third Bancorp Cincinnati OH Dec16
June               367               324               43 13%
Public Storage Glendale CA Dec16
June               355               358                (3) -1%
Citizens Financial Group Providence RI Dec16
June               318               243               75 31%
Regions Financial Birmingham AL Dec16
June               317               272               45 17%
Principal Financial Group Des Moines IA Dec16
June               315               327              (12) -4%
Moody's New York NY Dec16
June               314               258               56 22%
Prologis San Francisco CA Dec16
June               288               296                (8) -3%
Loews New York NY Dec16
June               278             (288)             566 NM
Huntington Bancshares Columbus OH Dec16
June               272               175               97 55%
CNA Financial Chicago IL Dec16
June               272               209               63 30%
Northern Trust Chicago IL Dec16
June               268               263                 5 2%
Invesco Ltd Atlanta GA Dec16
June               250               237               13 5%
Unum Group Chattanooga TN Dec16
June               245               237                 8 3%
TD Ameritrade Omaha NE Sep16
June               231               240                (9) -4%
Equity Residential Chicago IL Dec16
June               204               228              (24) -11%
Welltower Inc Toledo OH Dec16
June               203               211                (8) -4%
Comerica Dallas TX Dec16
June               203               104               99 95%
Arch Capital Group Ltd White Plains NY Dec16
June               199               249              (50) -20%
Interactive Brokers Group Greenwich CT Dec16
June               187               200              (13) -6%
First Republic Bank San Francisco CA Dec16
June               187               165               22 13%
Raymond James Financial St. Petersburg FL Sep16
June               185               133               52 39%
Equifax Atlanta GA Dec16
June               168               133               35 26%
Boston Properties Boston MA Dec16
June               167               117               50 43%
Western Union Englewood CO Dec16
June               167               206              (39) -19%
Avalon Bay Communities Arlington VA Dec16
June               165               197              (32) -16%
Kimco Realty New Hyde Park NY Dec16
June               155               205              (50) -24%
Ventas Chicago IL Dec16
June               152               138               14 10%
Markel Corp Glen Allen VA Dec16
June               151                 81               70 86%
Vornado Realty Trust New York NY Dec16
June               147               266            (119) -45%
Nasdaq Inc New York NY Dec16
June               147                 70               77 110%
Alliance Data Systems Plano TX Dec16
June               138               141                (3) -2%
General Growth Properties Chicago IL Dec16
June               128               190              (62) -33%
Crown Castle Intl Houston TX Dec16
June               112                 86               26 30%
Cincinnati Financial Fairfield OH Dec16
June               100               123              (23) -19%
Vantiv Symmes Township OH Dec16
June                 87                 78                 9 12%
Realty Income Corp San Diego CA Dec16
June                 81                 76                 5 7%
Federal Realty Investment Trust Rockville MD Dec16
June                 78                 59               19 32%
Essex Property Trust San Mateo CA Dec16
June                 76                 77                (1) -1%
Global Payments Inc Atlanta GA Dec16
June                 72                 67                 5 7%
Equinix Redwood City CA Dec16
June                 46                 39                 7 18%
Willis Towers Watson plc Arlington VA Dec16
June                 41                 76              (35) -46%
Digital Realty Trust San Francisco CA Dec16
June                 38                 61              (23) -38%
HCP Inc Irvine CA Dec16
June                 22               197            (175) -89%
SL Green Realty New York NY Dec16
June                 16               149            (133) -89%
Annaly Capital Management New York NY Dec16
June                 15             (278)             293 NM
Hartford Financial Services Group Hartford CT Dec16
June               (40)               216            (256) -119%










Total all 92 Financial Companies




         66,782          61,188          5,594 9%










Health Care Companies








Johnson & Johnson New Brunswick NJ Dec16
June            3,827            3,997            (170) -4%
Pfizer New York NY Dec16
June            3,077            2,062          1,015 49%
Gilead Sciences Foster City CA Dec16
June            3,069            3,497            (428) -12%
Amgen Thousand Oaks CA Dec16
June            2,151            1,870             281 15%
Merck Kenilworth NJ Dec16
June            1,951            1,209             742 61%
AbbVie North Chicago IL Dec16
June            1,915            1,610             305 19%
CVS Health Woonsocket RI Dec16
June            1,097               924             173 19%
Celgene Summit NJ Dec16
June            1,061               598             463 77%
Eli Lilly Indianapolis IN Dec16
June            1,008               748             260 35%
Bristol-Myers Squibb New York NY Dec16
June               922            1,188            (266) -22%
Biogen Cambridge MA Dec16
June               863            1,048            (185) -18%
Express Scripts St. Louis MO Dec16
June               806               727               79 11%
HCA Holdings Nashville TN Dec16
June               795               791                 4 1%
Thermo Fisher Scientific Waltham MA Dec16
June               612               517               95 18%
Stryker Kalamazoo MI Dec16
June               391               380               11 3%
Regeneron Pharmaceuticals Tarrytown NY Dec16
June               388               196             192 98%
McKesson San Francisco CA Mar17
June               363               673            (310) -46%
Mylan NV Canonsburg PA Dec16
June               297               168             129 77%
Cardinal Health Dublin OH Jun17
June               278               335              (57) -17%
Abbott Laboratories Abbott Park IL Dec16
June               270               599            (329) -55%
Baxter Intl Deerfield IL Dec16
June               264            1,212            (948) -78%
Zoetis Parsippany NJ Dec16
June               247               224               23 10%
Intuitive Surgical Sunnyvale CA Dec16
June               222               185               37 20%
Quest Diagnostics Madison NJ Dec16
June               207               209                (2) -1%
Universal Health Services King of Prussia PA Dec16
June               190               195                (5) -3%
Laboratory Corp of America Burlington NC Dec16
June               189               204              (15) -7%
Edwards Lifesciences Irvine CA Dec16
June               186               127               59 46%
Zimmer Biomet Holdings Warsaw IN Dec16
June               184               (32)             216 NM
Alexion Phramaceuticals New Haven CT Dec16
June               165               120               45 38%
DaVita Inc Denver CO Dec16
June               162                 95               67 71%
Henry Schein Melville NY Dec16
June               150               133               17 13%
Boston Scientific Corp Marlborough MA Dec16
June               146             (207)             353 NM
CR Bard Murray Hill NJ Dec16
June               140               159              (19) -12%
Illumina San Diego CA Dec16
June               120               116                 4 3%
IDEXX Laboratories Westbrook ME Dec16
June                 85                 67               18 27%
Quintiles IMS Holdings Durham NC Dec16
June                 79                 91              (12) -13%
Hologic Marlborough MA Sep16
June                 60                 85              (25) -29%
AmerisourceBergen Chesterbrook PA Sep16
June                 50               349            (299) -86%
Vertex Pharmaceuticals Boston MA Dec16
June                 31               (36)               67 NM
Incyte Corp Wilmington DE Dec16
June               (12)                 34              (46) -135%
Biomarin Pharmaceutical Novato CA Dec16
June               (37)             (419)             382 -1%
Seattle Genetics Bothell WA Dec16
June               (56)               (33)              (23) -70%
Perrigo Allegan MI Dec16
June               (70)             (534)             464 87%
Becton Dickinson Franklin Lakes NJ Sep16
June             (132)               390            (522) -134%
Allergan plc (was Actavis) Parsippany NJ Dec16
June             (716)             (423)            (293) -69%
DENTSPLY  Sirona York PA Dec16
June          (1,050)               106         (1,156) -1091%










Total all 46 Health Care Companies




         25,945          25,554             391 1.5%










Companies in All Other Industries








Verizon Communications New York NY Dec16
June            4,478               831          3,647 439%
AT&T Dallas TX Dec16
June            4,014            3,515             499 14%
Comcast Philadelphia PA Dec16
June            2,535            2,080             455 22%
Walt Disney Co Burbank CA Sep16
June            2,474            2,712            (238) -9%
General Motors Detroit MI Dec16
June            2,433            2,744            (311) -11%
Procter & Gamble Cincinnati OH Jun17
June            2,202            2,008             194 10%
Pepsico Purchase NY Dec16
June            2,118            2,013             105 5%
Ford Motor Dearborn MI Dec16
June            2,050            1,972               78 4%
Altria Group Richmond VA Dec16
June            1,990            1,654             336 20%
Philip Morris New York NY Dec16
June            1,842            1,842                -   0%
Boeing Seattle WA Dec16
June            1,761             (234)          1,995 NM
3M St Paul MN Dec16
June            1,585            1,293             292 23%
United Technologies Farmington CT Dec16
June            1,532            1,525                 7 0%
General Electric Boston MA Dec16
June            1,499            3,363         (1,864) -55%
Honeywell Morris Plains NJ Dec16
June            1,400            1,327               73 6%
McDonald's Oak Brook IL Dec16
June            1,395            1,093             302 28%
United Parcel Service Atlanta GA Dec16
June            1,384            1,269             115 9%
Coca-Cola Atlanta GA Dec16
June            1,372            3,460         (2,088) -60%
Dow Chemical Midland MI Dec16
June            1,359            3,227         (1,868) -58%
Delta Airlines Atlanta GA Dec16
June            1,224            1,546            (322) -21%
Union Pacific Omaha NE Dec16
June            1,168               979             189 19%
Kraft Heinz Co Pittsburgh PA Dec16
June            1,160               955             205 21%
LyondellBasell Houston TX Dec16
June            1,134            1,092               42 4%
Time Warner New York NY Dec16
June            1,062               951             111 12%
Lockeed Martin Bethesda MD Dec16
June               942               899               43 5%
Reynolds American Winston Salem NC Dec16
June               919               796             123 15%
Dupont Wilmington DE Dec16
June               859            1,027            (168) -16%
United Continental Chicago IL Dec16
June               818               588             230 39%
Caterpillar Peoria IL Dec16
June               803               553             250 45%
American Airlines Group Fort Worth TX Dec16
June               803               950            (147) -15%
General Dynamics Falls Church VA Dec16
June               749               714               35 5%
Southwest Airlines Dallas TX Dec16
June               746               820              (74) -9%
Starbucks Seattle WA Sep16
June               691               755              (64) -8%
Viacom New York NY Dec16
June               688               440             248 56%
Las Vegas Sands Las Vegas NV Dec16
June               638               394             244 62%
Johnson Controls Intl plc Milwaukee WI Sep16
June               629               402             227 56%
Illinois Tool Works Glenview IL Dec16
June               587               525               62 12%
T-Mobile US Bellevue WA Dec16
June               581               225             356 158%
Colgate-Palmolive New York NY Dec16
June               560               638              (78) -12%
Danaher Washington DC Dec16
June               557               418             139 33%
Twenty-First Century Fox New York NY Jun17
June               557               606              (49) -8%
Northrop Grumman Falls Church VA Dec16
June               552               517               35 7%
Raytheon Waltham MA Dec16
June               547               714            (167) -23%
Kimberly-Clark Dallas TX Dec16
June               540               578              (38) -7%
Eaton Corp plc Cleveland OH Dec16
June               516               492               24 5%
CSX Corp Jacksonville FL Dec16
June               510               445               65 15%
PPG Industries Pittsburgh PA Dec16
June               509               345             164 48%
Mondelez Intl Deerfield IL Dec16
June               500               471               29 6%
Norfolk Southern Norfolk VA Dec16
June               497               405               92 23%
Tyson Foods Springdale AR Sep16
June               448               485              (37) -8%
Cummins Columbus IN Dec16
June               441               427               14 3%
Corning Corning NY Dec16
June               439            2,207         (1,768) -80%
TE Connectivity Ltd Berwyn  PA  Sep16
June               432               791            (359) -45%
Praxair Danbury CT Dec16
June               420               409               11 3%
Emerson Electric St Louis MO Sep16
June               419               451              (32) -7%
Marriott Intl Bethesda MD Dec16
June               414               247             167 68%
CBS Corp New York NY Dec16
June               397               373               24 6%
Delphi Automotive PLC Troy MI Dec16
June               386               271             115 42%
Discovery Communications Silver Spring MD Dec16
June               380               415              (35) -8%
PACCAR Bellevue WA Dec16
June               373               481            (108) -22%
Royal Caribbean Cruises Miami FL Dec16
June               370               230             140 61%
Waste Management Houston TX Dec16
June               361               286               75 26%
Sherwin-Williams Cleveland OH Dec16
June               361               378              (17) -4%
Omnicom Group New York NY Dec16
June               355               352                 3 1%
Ingersoll-Rand plc Davidson NC Dec16
June               354               759            (405) -53%
Nucor Corp Charlotte NC Dec16
June               342               271               71 26%
Molson Coors Brewing Denver CO Dec16
June               327               176             151 86%
WestRock Norcross GA Sep16
June               327               152             175 115%
Southern Copper Phoenix AZ Dec16
June               301               223               78 35%
Estee Lauder New York NY Jun17
June               300               266               34 13%
Ecolab St Paul MN Dec16
June               298               264               34 13%
Alaska Air Group Seattle WA Dec16
June               296               260               36 14%
Eastman Chemical Kingsport TN Dec16
June               294               257               37 14%
Parker Hannifin Cleveland OH Jun17
June               293               242               51 21%
D.R. Horton Fort Worth TX Sep16
June               289               250               39 16%
O'Reilly Automotive Springfield MO Dec16
June               283               258               25 10%
Kellogg Battle Creek MI Dec16
June               282               280                 2 1%
Stanley Black & Decker New Britain CT Dec16
June               277               272                 5 2%
Archer Daniels Midland Decatur IL Dec16
June               275               288              (13) -5%
Mohawk Industries Calhoun GA Dec16
June               262               256                 6 2%
Harley-Davidson Milwaukee WI Dec16
June               259               280              (21) -8%
Amphenol Wallingford CT Dec16
June               254               209               45 22%
Restaurant Brands Intl Miami FL Dec16
June               244               248                (4) -2%
MGM Resorts Intl Las Vegas NV Dec16
June               242               514            (272) -53%
Celanese Irving TX Dec16
June               241               223               18 8%
Monster Beverage Corona CA Dec16
June               223               184               39 21%
Newell Brands Hoboken NJ Dec16
June               223               136               87 64%
Rockwell Automation Milwaukee WI Sep16
June               217               191               26 14%
Host Hotels & Resorts Bethesda MD Dec16
June               212               351            (139) -40%
L-3 Communications Holdings New York NY Dec16
June               207               151               56 37%
Sprint Overland Park KS Mar17
June               206             (302)             508 NM
Yum! Brands Louisville KY Dec16
June               206               266              (60) -23%
Hershey Hershey PA Dec16
June               203               146               57 39%
Republic Services Phoenix AZ Dec16
June               203               181               22 12%
Sirius XM Holdings New York NY Dec16
June               202               175               27 15%
Clorox Oakland CA Jun17
June               202               165               37 22%
Thomson Reuters New York NY Dec16
June               201               304            (103) -34%
Charter Communications St Louis MO Dec16
June               195            3,114         (2,919) -94%
Genuine Parts Atlanta GA Dec16
June               190               191                (1) -1%
Dr Pepper Snapple Group Plano TX Dec16
June               188               260              (72) -28%
Liberty Interactive Group Englewood CO Dec16
June               184               387            (203) -52%
Whirlpool Benton Harbor MI Dec16
June               179               342            (163) -48%
Rockwell Collins Cedar Rapids IA Sep16
June               179               214              (35) -16%
Masco Corp Livonia MI Dec16
June               171               163                 8 5%
TransDigm Group Cleveland OH Sep16
June               169               161                 8 5%
Hilton Worldwide Holdings McLean VA Dec16
June               167               100               67 67%
Newmont Mining Greenwood Village CO Dec16
June               166                 (2)             168 NM
Harris Corp Melbourne FL Jun17
June               166               142               24 17%
Dover Corp Downers Grove IL Dec16
June               164               118               46 39%
Liberty Media Corp Englewood CO Dec16
June               156               142               14 10%
Level 3 Communications Broomfield CO Dec16
June               154               156                (2) -1%
Textron Providence RI Dec16
June               153               178              (25) -14%
LKQ Corp Chicago IL Dec16
June               151               138               13 9%
Ametek Berwyn PA Dec16
June               150               138               12 9%
Fastenal Winona MN Dec16
June               149               132               17 13%
Martin Marietta Materials Raleigh NC Dec16
June               142               122               20 16%
Nielsen Holdings plc New York NY Dec16
June               133               114               19 17%
Waste Connections Woodlands TX Dec16
June               124                 28               96 343%
VFC Corp Greensboro NC Dec16
June               115               136              (21) -15%
Yum China Holdings Plano TX Dec16
June               113                 73               40 55%
Vulcan Materials Birmingham AL Dec16
June               112               127              (15) -12%
CH Robinson Worldwide Eden Prairie MN Dec16
June               111               143              (32) -22%
WW Grainger Lake Forest IL Dec16
June               107               179              (72) -40%
Wynn Resorts Ltd Las Vegas NV Dec16
June               107                 89               18 20%
Air Products & Chemicals Allentown PA Sep16
June               106               256            (150) -59%
Ball Corp Broomfield CO Dec16
June               100               307            (207) -67%
J B Hunt Transport Services Lowell AR Dec16
June                 98               105                (7) -7%
International Paper Memphis TN Dec16
June                 80                 40               40 100%
Church & Dwight Ewing NJ Dec16
June                 73               112              (39) -35%
Hasbro Pawtucket RI Dec16
June                 68                 49               19 39%
Pentair PLC Golden Valley MN Dec16
June                 68               133              (65) -49%
Chipotle Mexican Grill Denver CO Dec16
June                 67                 26               41 158%
DISH Network Englewood CO Dec16
June                 59               438            (379) -87%
Weyerhauser Seattle WA Dec16
June                 24               130            (106) -82%
Centurylink Monroe LA Dec16
June                 17               196            (179) -91%
SBA Communications Boca Raton FL Dec16
June                   9                 33              (24) -73%
Liberty Broadband Englewood CO Dec16
June                 (3)               890            (893) -100%
UnderArmour Baltimore MD Dec16
June               (12)                   6              (18) -300%
Mattel El Segundo CA Dec16
June               (56)               (19)              (37) -195%
Tesla Motors Palo Alto CA Dec16
June             (401)             (293)            (108) -37%
Liberty Global plc Englewood CO Dec16
June             (652)               109            (761) -698%










Total all 141 Companies in Other Industries



         79,750          83,236         (3,486) -4%










Total all 363 Companies With Market Caps Above $10 Bil


       218,779        194,137        52,770 13%