Bahl & Gaynor LLC Diversified Active

Location: Cincinnati, OH

CIK: 0000872259 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 10, 2023

Total Value: $16.02B (100.0% shares, 0.0% debt)

Holdings (339)

PG Procter & Gamble Co 4.1%
Value $656M Shares 4,329,264 Est. Cost $91.90 Unrealized +41.2%
AbbVie Inc 3.4%
Value $537M Shares 3,321,684 Est. Cost $103.06 Unrealized
Merck & Co Inc 3.2%
Value $508M Shares 4,581,698 Est. Cost $82.10 Unrealized
CVX Chevron Corp 3.0%
Value $480M Shares 2,676,503 Est. Cost $104.15 Unrealized +47.1%
Nextera Energy Inc 3.0%
Value $478M Shares 5,718,660 Est. Cost $87.16 Unrealized
Broadcom Inc 2.9%
Value $472M Shares 843,918 Est. Cost $309.85 Unrealized
PEP PepsiCo Inc 2.9%
Value $457M Shares 2,530,898 Est. Cost $103.10 Unrealized +56.1%
APD Air Prods & Chems Inc 2.8%
Value $455M Shares 1,477,279 Est. Cost $162.93 Unrealized +59.3%
HD Home Depot Inc 2.8%
Value $444M Shares 1,406,410 Est. Cost $145.59 Unrealized +93.1%
MSFT Microsoft Corp 2.8%
Value $444M Shares 1,851,957 Est. Cost $52.06 Unrealized +349.6%
PNC PNC Financial Services Group I 2.4%
Value $381M Shares 2,413,992 Est. Cost $117.46 Unrealized +18.5%
TXN Texas Instruments Inc 2.4%
Value $377M Shares 2,283,778 Est. Cost $89.40 Unrealized +69.9%
MDLZ Mondelez Intl Inc Cl A 2.3%
Value $373M Shares 5,596,316 Est. Cost $48.97 Unrealized +18.5%
LLY Eli Lilly & Co 2.2%
Value $358M Shares 978,535 Est. Cost $143.25 Unrealized +141.4%
Truist Financial Corp 2.2%
Value $353M Shares 8,210,514 Est. Cost $51.53 Unrealized
MRSH Marsh & McLennan Cos Inc 2.1%
Value $332M Shares 2,005,552 Est. Cost $98.68 Unrealized +58.0%
SBUX Starbucks Corp 1.9%
Value $310M Shares 3,122,750 Est. Cost $60.75 Unrealized +44.1%
SRE Sempra 1.9%
Value $303M Shares 1,961,200 Est. Cost $54.80 Unrealized +27.4%
LMT Lockheed Martin Corp 1.9%
Value $299M Shares 615,359 Est. Cost $254.65 Unrealized +67.5%
BlackRock Inc 1.8%
Value $295M Shares 416,854 Est. Cost $483.92 Unrealized
ABT Abbott Laboratories 1.7%
Value $279M Shares 2,538,355 Est. Cost $60.91 Unrealized +60.3%
MCD McDonalds Corp 1.7%
Value $270M Shares 1,025,516 Est. Cost $162.04 Unrealized +51.4%
ADP Automatic Data Processing Inc 1.5%
Value $247M Shares 1,032,666 Est. Cost $131.27 Unrealized +74.4%
Crown Castle Inc 1.5%
Value $241M Shares 1,779,184 Est. Cost $128.16 Unrealized
USB US Bancorp Del 1.4%
Value $225M Shares 5,164,627 Est. Cost $35.96 Unrealized +2.1%
Eaton Corp PLC 1.3%
Value $215M Shares 1,370,653 Est. Cost $102.10 Unrealized
Cisco Systems Inc 1.3%
Value $214M Shares 4,495,850 Est. Cost $44.85 Unrealized
ProLogis Inc 1.3%
Value $207M Shares 1,833,225 Est. Cost $97.85 Unrealized
ITW Illinois Tool Works Inc 1.2%
Value $198M Shares 900,872 Est. Cost $112.30 Unrealized +75.9%
PAYX Paychex Inc 1.2%
Value $196M Shares 1,698,183 Est. Cost $62.91 Unrealized +69.4%
UPS United Parcel Service Inc Cl B 1.2%
Value $195M Shares 1,121,876 Est. Cost $148.81 Unrealized -0.5%
O Realty Income Corp 1.2%
Value $192M Shares 3,033,190 Est. Cost $51.13 Unrealized +2.2%
JPMorgan Chase & Co 1.0%
Value $166M Shares 1,239,794 Est. Cost $103.86 Unrealized
Medtronic PLC 1.0%
Value $163M Shares 2,094,236 Est. Cost $91.99 Unrealized
QCOM Qualcomm Inc 1.0%
Value $162M Shares 1,473,909 Est. Cost $116.65 Unrealized -6.7%
Keurig Dr Pepper Inc 1.0%
Value $161M Shares 4,515,318 Est. Cost $36.28 Unrealized
UnitedHealth Group Inc 1.0%
Value $160M Shares 301,008 Est. Cost $331.77 Unrealized
AAPL Apple Inc 0.9%
Value $138M Shares 1,059,451 Est. Cost $91.54 Unrealized +53.7%
CDW Corp 0.8%
Value $129M Shares 725,111 Est. Cost $107.53 Unrealized
GLW Corning Inc 0.8%
Value $124M Shares 3,878,108 Est. Cost $31.98 Unrealized -7.0%
Broadridge Financial Solutions 0.8%
Value $122M Shares 909,877 Est. Cost $119.98 Unrealized
Accenture PLC Ireland Class A 0.8%
Value $121M Shares 454,465 Est. Cost $176.62 Unrealized
WMB Williams Cos Inc 0.7%
Value $118M Shares 3,598,968 Est. Cost $27.36 Unrealized +3.2%
AMGN Amgen Inc 0.7%
Value $110M Shares 420,487 Est. Cost $137.11 Unrealized +77.0%
Wec Energy Group Inc 0.7%
Value $109M Shares 1,159,368 Est. Cost $79.99 Unrealized
American Tower Corp 0.7%
Value $108M Shares 511,429 Est. Cost $231.40 Unrealized
CINF Cincinnati Financial Corp 0.6%
Value $103M Shares 1,008,192 Est. Cost $70.41 Unrealized +34.7%
MSI Motorola Solutions Inc 0.6%
Value $103M Shares 400,381 Est. Cost $169.30 Unrealized +42.4%
BAC Bank America Corp 0.6%
Value $101M Shares 3,049,713 Est. Cost $27.99 Unrealized +13.3%
KO Coca-Cola Co 0.6%
Value $100M Shares 1,577,340 Est. Cost $37.34 Unrealized +47.1%
CTAS Cintas Corp 0.6%
Value $96.28M Shares 213,191 Est. Cost $32.42 Unrealized +224.5%
PSX Phillips 66 0.6%
Value $95.84M Shares 920,843 Est. Cost $76.23 Unrealized +19.9%
Fidelity Natl Information Serv 0.6%
Value $91.76M Shares 1,352,442 Est. Cost $86.85 Unrealized
NOC Northrop Grumman Corp 0.6%
Value $91.23M Shares 167,209 Est. Cost $326.73 Unrealized +51.6%
SYK Stryker Corp 0.5%
Value $81.53M Shares 333,486 Est. Cost $89.74 Unrealized +144.9%
JNJ Johnson & Johnson 0.5%
Value $75.88M Shares 429,569 Est. Cost $83.31 Unrealized +88.5%
TJX TJX Cos Inc 0.4%
Value $72.04M Shares 904,999 Est. Cost $61.16 Unrealized +15.6%
Eversource Energy 0.4%
Value $65.77M Shares 784,463 Est. Cost $81.09 Unrealized
Waste Management Inc 0.4%
Value $63.23M Shares 403,047 Est. Cost $138.31 Unrealized
WSO Watsco Inc 0.4%
Value $60.42M Shares 242,259 Est. Cost $172.27 Unrealized +52.6%
LHX L3Harris Technologies Inc 0.4%
Value $59.8M Shares 287,207 Est. Cost $187.46 Unrealized +12.6%
BBY Best Buy Inc 0.3%
Value $54.23M Shares 676,154 Est. Cost $84.87 Unrealized -25.5%
Evercore Inc Class A 0.3%
Value $54.22M Shares 497,091 Est. Cost $101.93 Unrealized
Raytheon Technologies Corp 0.3%
Value $49.98M Shares 495,198 Est. Cost $80.20 Unrealized
KLAC Kla Corporation Com New 0.3%
Value $47.83M Shares 126,861 Est. Cost $337.00 Unrealized +0.3%
NKE Nike Inc Cl B 0.3%
Value $46.29M Shares 395,595 Est. Cost $44.22 Unrealized +115.5%
Regions Financial Corp 0.3%
Value $45.75M Shares 2,121,886 Est. Cost $20.23 Unrealized
UNP Union Pacific Corp 0.3%
Value $45.35M Shares 219,003 Est. Cost $174.69 Unrealized +8.9%
BAH Booz Allen Hamilton Holding Co 0.3%
Value $44.82M Shares 428,842 Est. Cost $85.92 Unrealized +13.7%
HON Honeywell Intl Inc 0.3%
Value $42.91M Shares 200,249 Est. Cost $107.12 Unrealized +66.9%
Exxon Mobil Corp 0.2%
Value $37.15M Shares 336,815 Est. Cost $79.98 Unrealized
Target Corp 0.2%
Value $31.92M Shares 214,188 Est. Cost $87.54 Unrealized
Hp Inc 0.2%
Value $28.97M Shares 1,078,009 Est. Cost $29.93 Unrealized
BDX Becton Dickinson & Co 0.2%
Value $27.94M Shares 109,877 Est. Cost $96.67 Unrealized +130.9%
HUBB Hubbell Inc 0.2%
Value $27.82M Shares 118,542 Est. Cost $132.88 Unrealized +72.7%
RPM RPM Intl Inc 0.2%
Value $27.66M Shares 283,888 Est. Cost $43.94 Unrealized +120.7%
Quest Diagnostics Inc 0.2%
Value $25.61M Shares 163,734 Est. Cost $119.35 Unrealized
MKC McCormick & Co Inc Non Vtg 0.2%
Value $25.15M Shares 303,405 Est. Cost $62.80 Unrealized +19.2%
First Interstate Banc Sys Inc 0.2%
Value $25.11M Shares 649,649 Est. Cost $40.68 Unrealized
ADI Analog Devices Inc 0.2%
Value $25.06M Shares 152,797 Est. Cost $103.70 Unrealized +42.5%
Genpact Limited 0.2%
Value $25.01M Shares 540,045 Est. Cost $37.60 Unrealized
HSY Hershey Co 0.2%
Value $24.49M Shares 105,763 Est. Cost $192.19 Unrealized +10.4%
CSL Carlisle Cos Inc 0.2%
Value $24.47M Shares 103,837 Est. Cost $236.19 Unrealized +4.9%
Amdocs Ltd 0.1%
Value $23.03M Shares 253,360 Est. Cost $73.22 Unrealized
ECL Ecolab Inc 0.1%
Value $22.63M Shares 155,460 Est. Cost $77.80 Unrealized +82.3%
IPAR Inter Parfums Inc 0.1%
Value $21.94M Shares 227,338 Est. Cost $80.21 Unrealized +8.3%
CSGS CSG Systems Intl Inc 0.1%
Value $21.71M Shares 379,610 Est. Cost $45.49 Unrealized +20.5%
ATO Atmos Energy Corp 0.1%
Value $21.32M Shares 190,260 Est. Cost $93.91 Unrealized +8.3%
Kinder Morgan Inc 0.1%
Value $19.88M Shares 1,099,662 Est. Cost $18.08 Unrealized
ADC Agree Realty Corp 0.1%
Value $19.53M Shares 275,365 Est. Cost $69.41 Unrealized
HOMB Home Bancshares Inc 0.1%
Value $19.51M Shares 855,907 Est. Cost $22.32 Unrealized +8.7%
Insperity Inc 0.1%
Value $18.51M Shares 162,959 Est. Cost $103.17 Unrealized
EMR Emerson Electric Co 0.1%
Value $18.11M Shares 188,506 Est. Cost $41.36 Unrealized +104.4%
MarketAxess Holdings Inc 0.1%
Value $17.94M Shares 64,328 Est. Cost $222.02 Unrealized
Enbridge Inc 0.1%
Value $16.96M Shares 433,679 Est. Cost $36.00 Unrealized
MZTI Lancaster Colony Corp 0.1%
Value $16.9M Shares 85,646 Est. Cost $152.94 Unrealized +24.2%
SNA Snap On Inc 0.1%
Value $16.17M Shares 70,786 Est. Cost $192.30 Unrealized +8.2%
Perrigo Co PLC 0.1%
Value $15.85M Shares 464,857 Est. Cost $38.09 Unrealized
Blackstone Inc Com 0.1%
Value $15.84M Shares 213,568 Est. Cost $63.41 Unrealized
AVY Avery Dennison Corp 0.1%
Value $15.38M Shares 84,952 Est. Cost $136.55 Unrealized +23.2%
Avient Corporation Com 0.1%
Value $15.31M Shares 453,383 Est. Cost $40.06 Unrealized
Advance Auto Parts Inc 0.1%
Value $14.64M Shares 99,595 Est. Cost $175.45 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $14.44M Shares 46,741 Est. Cost $128.96 Unrealized +130.3%
EL Lauder Estee Cos Inc Cl A 0.1%
Value $14.06M Shares 56,669 Est. Cost $80.05 Unrealized +163.6%
Nexstar Media Group Inc Cl A 0.1%
Value $13.7M Shares 78,274 Est. Cost $119.29 Unrealized
Terreno Realty Corp 0.1%
Value $13.65M Shares 240,003 Est. Cost $58.17 Unrealized
Victory Cap Holdings Inc Cl A 0.1%
Value $12.76M Shares 475,758 Est. Cost $24.91 Unrealized
Reynolds Consumer Prods Inc 0.1%
Value $12.57M Shares 419,264 Est. Cost $29.42 Unrealized
INTC Intel Corp 0.1%
Value $12.07M Shares 456,796 Est. Cost $17.39 Unrealized +53.3%
CHD Church & Dwight Inc 0.1%
Value $11.94M Shares 148,113 Est. Cost $34.48 Unrealized +114.4%
MDC Holdings Inc 0.1%
Value $11.85M Shares 374,978 Est. Cost $33.10 Unrealized
LNT Alliant Energy Corp 0.1%
Value $11.56M Shares 209,367 Est. Cost $49.84 Unrealized -3.5%
Valero Energy Corp 0.1%
Value $11.26M Shares 88,796 Est. Cost $92.98 Unrealized
NetApp Inc 0.1%
Value $11.06M Shares 184,136 Est. Cost $60.46 Unrealized
FFBC First Financial Bancorp OH 0.1%
Value $10.87M Shares 448,530 Est. Cost $20.45 Unrealized +6.0%
NiSource Inc 0.1%
Value $10.81M Shares 394,382 Est. Cost $27.20 Unrealized
NSRGY Nestle SA Sp ADR 0.1%
Value $10.62M Shares 91,741 Est. Cost $67.31 Unrealized
LOW Lowes Cos Inc 0.1%
Value $10.48M Shares 52,619 Est. Cost $58.69 Unrealized +220.6%
Silicon Motion Technology Corp 0.1%
Value $10.03M Shares 154,295 Est. Cost $59.15 Unrealized
FAST Fastenal Co 0.1%
Value $9.993M Shares 211,171 Est. Cost $9.84 Unrealized +130.1%
RMD ResMed Inc 0.1%
Value $9.834M Shares 47,247 Est. Cost $49.85 Unrealized +328.2%
Novartis AG Sp ADR 0.1%
Value $9.752M Shares 107,501 Est. Cost $75.54 Unrealized
Visa Inc Cl A 0.1%
Value $9.246M Shares 44,505 Est. Cost $179.73 Unrealized
DIS Disney Walt Co Disney 0.1%
Value $9.124M Shares 105,016 Est. Cost $64.42 Unrealized +45.0%
HMN Horace Mann Educators Corp 0.1%
Value $9.09M Shares 243,247 Est. Cost $37.90 Unrealized -0.5%
HBAN Huntington Bancshares Inc 0.1%
Value $9.01M Shares 639,009 Est. Cost $11.71 Unrealized +6.7%
ROP Roper Technologies Inc 0.1%
Value $8.988M Shares 20,801 Est. Cost $151.70 Unrealized +166.3%
FISV Fiserv Inc 0.1%
Value $8.693M Shares 86,009 Est. Cost $48.87 Unrealized +103.8%
DOV Dover Corp 0.1%
Value $8.622M Shares 63,670 Est. Cost $52.72 Unrealized +142.3%
Penske Automotive Group Inc 0.1%
Value $8.38M Shares 72,913 Est. Cost $93.27 Unrealized
Comcast Corp Cl A 0.1%
Value $8.197M Shares 234,415 Est. Cost $38.39 Unrealized
LMAT Lemaitre Vascular Inc 0.1%
Value $8.192M Shares 178,008 Est. Cost $30.13 Unrealized +51.0%
iShares Core MSCI EAFE 0.1%
Value $8.079M Shares 131,070 Est. Cost $65.96 Unrealized
Equity Lifestyle Properties In 0.0%
Value $7.823M Shares 121,092 Est. Cost $77.80 Unrealized
HAS Hasbro Inc 0.0%
Value $7.807M Shares 127,956 Est. Cost $63.53 Unrealized -14.6%
AVT Avnet Inc 0.0%
Value $7.698M Shares 185,145 Est. Cost $38.72 Unrealized -1.1%
AJG Gallagher Arthur J & Co 0.0%
Value $7.539M Shares 39,988 Est. Cost $68.32 Unrealized +165.8%
CPT Camden Property Trust 0.0%
Value $7.159M Shares 63,985 Est. Cost $52.95 Unrealized +91.4%
Ensign Group Inc 0.0%
Value $6.636M Shares 70,138 Est. Cost $55.87 Unrealized
Otis Worldwide Corp 0.0%
Value $6.429M Shares 82,099 Est. Cost $64.67 Unrealized
Zoetis Inc Cl A 0.0%
Value $6.219M Shares 42,433 Est. Cost $127.32 Unrealized
PFE Pfizer Inc 0.0%
Value $6.197M Shares 120,946 Est. Cost $25.81 Unrealized +55.7%
BC Brunswick Corp 0.0%
Value $6.006M Shares 83,321 Est. Cost $61.92 Unrealized +6.9%
JKHY Henry Jack & Assoc Inc 0.0%
Value $5.947M Shares 33,877 Est. Cost $56.75 Unrealized +212.2%
Alphabet Inc Cap Stock Cl C 0.0%
Value $5.897M Shares 66,455 Est. Cost $144.46 Unrealized
Agilent Technologies Inc 0.0%
Value $5.844M Shares 39,050 Est. Cost $99.99 Unrealized
SON Sonoco Prods Co 0.0%
Value $5.756M Shares 94,809 Est. Cost $48.21 Unrealized +10.0%
AMD Advanced Micro Devices Inc 0.0%
Value $5.673M Shares 87,594 Est. Cost $119.38 Unrealized -44.7%
BCPC Balchem Corp 0.0%
Value $5.613M Shares 45,967 Est. Cost $58.68 Unrealized +120.0%
Lci Industries 0.0%
Value $5.413M Shares 58,547 Est. Cost $100.26 Unrealized
Tetra Tech Inc 0.0%
Value $5.322M Shares 36,658 Est. Cost $92.02 Unrealized
WKC World Fuel Services Corp 0.0%
Value $5.187M Shares 189,774 Est. Cost $27.98 Unrealized -4.0%
Chemed Corp 0.0%
Value $5.158M Shares 10,106 Est. Cost $396.83 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value $5.156M Shares 11 Est. Cost $268384.97 Unrealized +67.2%
WMT Wal-Mart Inc 0.0%
Value $5.019M Shares 35,395 Est. Cost $28.56 Unrealized +59.9%
TFX Teleflex Inc 0.0%
Value $5.017M Shares 20,097 Est. Cost $95.39 Unrealized +125.8%
VEU Vanguard All World ex-US 0.0%
Value $4.831M Shares 96,359 Est. Cost $49.05 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value $4.787M Shares 16,869 Est. Cost $127.65 Unrealized +9.4%
Texas Pacific Land Corporation 0.0%
Value $4.688M Shares 2,000 Est. Cost $727.00 Unrealized
FITB Fifth Third Bancorp 0.0%
Value $4.667M Shares 142,246 Est. Cost $12.31 Unrealized +143.1%
US Physical Therapy Inc 0.0%
Value $4.508M Shares 55,639 Est. Cost $90.37 Unrealized
Alphabet Inc Cap Stock Cl A 0.0%
Value $4.419M Shares 50,080 Est. Cost $146.06 Unrealized
Patterson Companies Inc 0.0%
Value $4.226M Shares 150,750 Est. Cost $29.89 Unrealized
WFC Wells Fargo Co 0.0%
Value $4.182M Shares 101,277 Est. Cost $38.39 Unrealized +6.4%
Carrier Global Corporation Com 0.0%
Value $4.179M Shares 101,299 Est. Cost $22.22 Unrealized
FSS Federal Signal Corp 0.0%
Value $4.05M Shares 87,162 Est. Cost $24.06 Unrealized +87.2%
BMY Bristol-Myers Squibb Co 0.0%
Value $4.02M Shares 55,866 Est. Cost $31.33 Unrealized +108.2%
CW Curtiss Wright Corp 0.0%
Value $4.012M Shares 24,025 Est. Cost $135.07 Unrealized +22.1%
UFP INDUSTRIES INC COM 0.0%
Value $3.947M Shares 49,804 Est. Cost $48.14 Unrealized
Costco Wholesale Corp 0.0%
Value $3.917M Shares 8,581 Est. Cost $309.38 Unrealized
Verizon Communications Inc 0.0%
Value $3.832M Shares 97,254 Est. Cost $53.88 Unrealized
GWW Grainger W W Inc 0.0%
Value $3.742M Shares 6,728 Est. Cost $330.85 Unrealized +65.8%
MasterCard Incorporated Cl A 0.0%
Value $3.678M Shares 10,578 Est. Cost $242.26 Unrealized
Exponent Inc 0.0%
Value $3.616M Shares 36,488 Est. Cost $85.64 Unrealized
EnPro Industries Inc 0.0%
Value $3.505M Shares 32,250 Est. Cost $90.92 Unrealized
Duke Energy Corp 0.0%
Value $3.228M Shares 31,338 Est. Cost $82.14 Unrealized
Intuitive Surgical Inc 0.0%
Value $3.201M Shares 12,064 Est. Cost $402.98 Unrealized
W P Carey Inc 0.0%
Value $3.137M Shares 40,144 Est. Cost $67.54 Unrealized
DCI Donaldson Inc 0.0%
Value $3.095M Shares 52,574 Est. Cost $30.37 Unrealized +79.0%
CMS CMS Energy Corp 0.0%
Value $3.063M Shares 48,360 Est. Cost $56.23 Unrealized -4.8%
ARE Alexandria Real Estate Equity 0.0%
Value $3.046M Shares 20,911 Est. Cost $132.54 Unrealized -7.0%
CPK Chesapeake Utilities Corp 0.0%
Value $3.038M Shares 25,705 Est. Cost $87.61 Unrealized +25.3%
MPWR Monolithic Power Systems Inc 0.0%
Value $3.036M Shares 8,585 Est. Cost $115.84 Unrealized +202.5%
Ttec Holdings Inc 0.0%
Value $2.992M Shares 67,805 Est. Cost $80.12 Unrealized
Kinsale Cap Group Inc 0.0%
Value $2.894M Shares 11,065 Est. Cost $95.62 Unrealized
POWI Power Integrations Inc 0.0%
Value $2.883M Shares 40,204 Est. Cost $56.16 Unrealized +22.0%
Linde PLC 0.0%
Value $2.679M Shares 8,214 Est. Cost $217.56 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value $2.659M Shares 4,828 Est. Cost $298.74 Unrealized +75.7%
SCL Stepan Co 0.0%
Value $2.604M Shares 24,464 Est. Cost $89.57 Unrealized +17.0%
PRGS Progress Software Corp 0.0%
Value $2.539M Shares 50,320 Est. Cost $40.90 Unrealized +21.9%
AAON AAON Inc 0.0%
Value $2.5M Shares 33,193 Est. Cost $25.66 Unrealized +79.1%
LyondellBasell Industries NV A 0.0%
Value $2.498M Shares 30,085 Est. Cost $94.65 Unrealized
CNMD Conmed Corp 0.0%
Value $2.412M Shares 27,214 Est. Cost $83.57 Unrealized -3.7%
KR Kroger Co 0.0%
Value $2.41M Shares 54,050 Est. Cost $24.40 Unrealized +75.6%
GPC Genuine Parts Co 0.0%
Value $2.369M Shares 13,652 Est. Cost $61.94 Unrealized +156.9%
Diageo PLC Sp ADR 0.0%
Value $2.366M Shares 13,277 Est. Cost $147.21 Unrealized
CLX Clorox Co 0.0%
Value $2.356M Shares 16,787 Est. Cost $65.68 Unrealized +94.7%
NSC Norfolk Southern Corp 0.0%
Value $2.354M Shares 9,554 Est. Cost $81.35 Unrealized +171.0%
EOG Resources Inc 0.0%
Value $2.353M Shares 18,165 Est. Cost $124.44 Unrealized
AMZN Amazon.com Inc 0.0%
Value $2.351M Shares 27,990 Est. Cost $120.79 Unrealized -18.2%
KMB Kimberly Clark Corp 0.0%
Value $2.347M Shares 17,288 Est. Cost $80.04 Unrealized +40.8%
PM Philip Morris Intl Inc 0.0%
Value $2.346M Shares 23,179 Est. Cost $63.50 Unrealized +28.0%
LFUS Littelfuse Inc 0.0%
Value $2.344M Shares 10,645 Est. Cost $262.40 Unrealized -15.0%
ATR AptarGroup Inc 0.0%
Value $2.307M Shares 20,978 Est. Cost $47.84 Unrealized +105.8%
3M Co 0.0%
Value $2.264M Shares 18,877 Est. Cost $189.54 Unrealized
UTZ Utz Brands Inc Cl A 0.0%
Value $2.249M Shares 141,796 Est. Cost $22.06 Unrealized -24.8%
Walgreens Boots Alliance Inc 0.0%
Value $2.21M Shares 59,151 Est. Cost $75.70 Unrealized
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value $2.199M Shares 56,414 Est. Cost $41.24 Unrealized
SJM Smucker J M Co 0.0%
Value $2.184M Shares 13,784 Est. Cost $101.52 Unrealized +31.5%
Ritchie Brothers Auctioneers 0.0%
Value $2.165M Shares 37,443 Est. Cost $38.14 Unrealized
MSA Msa Safety Inc 0.0%
Value $2.137M Shares 14,824 Est. Cost $77.14 Unrealized +69.8%
Oracle Corp 0.0%
Value $2.063M Shares 25,240 Est. Cost $45.03 Unrealized
GIS General Mills Inc 0.0%
Value $2.006M Shares 23,918 Est. Cost $34.81 Unrealized +109.5%
EFA iShares MSCI EAFE ETF 0.0%
Value $1.995M Shares 30,397 Est. Cost $61.38 Unrealized
D R Horton Inc 0.0%
Value $1.953M Shares 21,904 Est. Cost $42.78 Unrealized
Steris PLC SHS USD 0.0%
Value $1.937M Shares 10,487 Est. Cost $129.98 Unrealized
Universal Display Corp 0.0%
Value $1.922M Shares 17,789 Est. Cost $150.66 Unrealized
Rent-A-Center Inc 0.0%
Value $1.809M Shares 80,204 Est. Cost $40.32 Unrealized
CL Colgate Palmolive Co 0.0%
Value $1.655M Shares 21,010 Est. Cost $48.83 Unrealized +42.8%
BF/B Brown Forman Corp Cl B 0.0%
Value $1.598M Shares 24,337 Est. Cost $33.71 Unrealized +88.8%
GILD Gilead Sciences Inc 0.0%
Value $1.578M Shares 18,378 Est. Cost $63.35 Unrealized +11.8%
Coherent Corp Com 0.0%
Value $1.561M Shares 44,460 Est. Cost $34.89 Unrealized
SHW Sherwin Williams Co 0.0%
Value $1.553M Shares 6,544 Est. Cost $228.88 Unrealized -1.8%
JOUT Johnson Outdoors Inc Cl A 0.0%
Value $1.55M Shares 23,447 Est. Cost $97.83 Unrealized -42.6%
SHEL Shell PLC Spon ADS 0.0%
Value $1.529M Shares 26,850 Est. Cost $54.93 Unrealized
CSX CSX Corp 0.0%
Value $1.47M Shares 47,451 Est. Cost $25.50 Unrealized +12.7%
Encompass Health Corp 0.0%
Value $1.421M Shares 23,765 Est. Cost $61.05 Unrealized
NDSN Nordson Corp 0.0%
Value $1.379M Shares 5,803 Est. Cost $160.15 Unrealized +37.0%
Applied Industrial Technologie 0.0%
Value $1.26M Shares 10,000 Est. Cost $70.34 Unrealized
IBM Intl Business Machines 0.0%
Value $1.25M Shares 8,874 Est. Cost $115.47 Unrealized +6.6%
SO Southern Co 0.0%
Value $1.21M Shares 16,950 Est. Cost $37.75 Unrealized +57.9%
Constellation Brands Inc Cl A 0.0%
Value $1.117M Shares 4,820 Est. Cost $192.46 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value $1.113M Shares 8,728 Est. Cost $113.15 Unrealized
BAX Baxter Intl Inc 0.0%
Value $1.102M Shares 21,621 Est. Cost $64.28 Unrealized -22.8%
Bwx Technologies Inc 0.0%
Value $1.094M Shares 18,829 Est. Cost $53.23 Unrealized
CAT Caterpillar Inc 0.0%
Value $1.088M Shares 4,542 Est. Cost $94.77 Unrealized +118.0%
DE Deere & Co 0.0%
Value $995K Shares 2,320 Est. Cost $334.91 Unrealized +16.1%
MCHP Microchip Technology Inc 0.0%
Value $978K Shares 13,924 Est. Cost $46.72 Unrealized +36.7%
Pool Corporation 0.0%
Value $975K Shares 3,224 Est. Cost $253.77 Unrealized
CBU Community Bank Systems Inc 0.0%
Value $964K Shares 15,313 Est. Cost $44.97 Unrealized +24.6%
Meta Platforms Inc Cl A 0.0%
Value $930K Shares 7,731 Est. Cost $182.03 Unrealized
iShares Core MSCI Emerg Mkt 0.0%
Value $925K Shares 19,802 Est. Cost $57.48 Unrealized
Hillenbrand Inc 0.0%
Value $916K Shares 21,460 Est. Cost $23.70 Unrealized
NEM NEWMONT CORPORATION COM 0.0%
Value $907K Shares 19,224 Est. Cost $47.54 Unrealized -14.1%
IDEX Corp 0.0%
Value $900K Shares 3,942 Est. Cost $151.76 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value $855K Shares 9,563 Est. Cost $62.86 Unrealized +27.9%
CVS CVS Health Corp 0.0%
Value $847K Shares 9,087 Est. Cost $68.68 Unrealized +25.1%
FHN First Horizon Natl Corp 0.0%
Value $808K Shares 32,961 Est. Cost $21.53 Unrealized 0.0%
Mesa Laboratories Inc 0.0%
Value $807K Shares 4,854 Est. Cost $166.21 Unrealized
One Gas Inc 0.0%
Value $797K Shares 10,530 Est. Cost $75.30 Unrealized
MCO Moodys Corp 0.0%
Value $775K Shares 2,780 Est. Cost $74.98 Unrealized +255.3%
GD General Dynamics Corp 0.0%
Value $773K Shares 3,114 Est. Cost $98.42 Unrealized +132.5%
DHR Danaher Corp 0.0%
Value $759K Shares 2,860 Est. Cost $55.05 Unrealized +314.4%
WST West Pharmaceutical Svsc Inc 0.0%
Value $732K Shares 3,112 Est. Cost $105.83 Unrealized +122.1%
Travelers Companies Inc 0.0%
Value $729K Shares 3,890 Est. Cost $114.04 Unrealized
Altria Group Inc 0.0%
Value $708K Shares 15,481 Est. Cost $49.20 Unrealized
OKE Oneok Inc 0.0%
Value $675K Shares 10,270 Est. Cost $44.96 Unrealized +16.3%
CFR Cullen Frost Bankers Inc 0.0%
Value $666K Shares 4,985 Est. Cost $80.85 Unrealized +58.9%
SCHW Schwab Charles Corp 0.0%
Value $663K Shares 7,958 Est. Cost $44.09 Unrealized +68.3%
GNTX Gentex Corp 0.0%
Value $649K Shares 23,800 Est. Cost $15.37 Unrealized +73.6%
INTU Intuit 0.0%
Value $647K Shares 1,663 Est. Cost $386.97 Unrealized +0.5%
Alcon Inc 0.0%
Value $645K Shares 9,416 Est. Cost $62.05 Unrealized
VIGI Vanguard Intl Dvd ETF 0.0%
Value $629K Shares 9,036 Est. Cost $72.36 Unrealized
Goldman Sachs Group Inc 0.0%
Value $620K Shares 1,807 Est. Cost $343.38 Unrealized
Sba Communications Corp New 0.0%
Value $613K Shares 2,188 Est. Cost $256.34 Unrealized
EPP iShares MSCI Pac Jp ETF 0.0%
Value $613K Shares 14,328 Est. Cost $43.24 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value $601K Shares 8,051 Est. Cost $71.95 Unrealized
HRL Hormel Foods Corp 0.0%
Value $599K Shares 13,150 Est. Cost $28.42 Unrealized +47.4%
SYY Sysco Corp 0.0%
Value $596K Shares 7,801 Est. Cost $57.92 Unrealized +27.6%
TSM Taiwan Semiconductor Mfg Ltd S 0.0%
Value $583K Shares 7,829 Est. Cost $53.62 Unrealized
ConocoPhillips 0.0%
Value $583K Shares 4,938 Est. Cost $69.60 Unrealized
IFF International Flavors & Fragra 0.0%
Value $581K Shares 5,538 Est. Cost $72.73 Unrealized +23.6%
CI Cigna Corporation 0.0%
Value $566K Shares 1,708 Est. Cost $194.73 Unrealized +53.5%
GE General Electric Co 0.0%
Value $553K Shares 6,595 Est. Cost $64.57 Unrealized -25.1%
DAL Delta Air Lines Inc 0.0%
Value $552K Shares 16,800 Est. Cost $37.88 Unrealized -14.9%
AT&T Inc 0.0%
Value $552K Shares 29,980 Est. Cost $32.42 Unrealized
LUV Southwest Airlines Co 0.0%
Value $540K Shares 16,025 Est. Cost $40.90 Unrealized -18.0%
CE Celanese Corp Ser A 0.0%
Value $539K Shares 5,269 Est. Cost $103.58 Unrealized -8.8%
C H Robinson Worldwide Inc 0.0%
Value $519K Shares 5,670 Est. Cost $85.05 Unrealized
NVIDIA Corp 0.0%
Value $517K Shares 3,535 Est. Cost $146.14 Unrealized
BK Bank New York Mellon Corp 0.0%
Value $515K Shares 11,312 Est. Cost $23.87 Unrealized +64.4%
SSD Simpson Manufacturing Co Inc 0.0%
Value $507K Shares 5,720 Est. Cost $45.31 Unrealized +88.3%
Agilon Health Inc 0.0%
Value $500K Shares 31,000 Est. Cost $16.14 Unrealized
HEI Heico Corp 0.0%
Value $500K Shares 3,255 Est. Cost $58.42 Unrealized +166.5%
PRMRF Paramount Resources Ltd Cl A 0.0%
Value $490K Shares 23,172 Est. Cost $12.53 Unrealized -24.9%
Tesla Inc 0.0%
Value $477K Shares 3,872 Est. Cost $250.27 Unrealized
Fortive Corp 0.0%
Value $467K Shares 7,270 Est. Cost $66.50 Unrealized
Activision Blizzard Inc 0.0%
Value $467K Shares 6,099 Est. Cost $76.56 Unrealized
MS Morgan Stanley 0.0%
Value $464K Shares 5,456 Est. Cost $59.37 Unrealized +29.4%
Stag Industrial Inc 0.0%
Value $453K Shares 14,019 Est. Cost $28.03 Unrealized
Marathon Petroleum Corp 0.0%
Value $438K Shares 3,762 Est. Cost $65.08 Unrealized
Nutrien Ltd 0.0%
Value $435K Shares 5,960 Est. Cost $64.77 Unrealized
CGNX Cognex Corp 0.0%
Value $405K Shares 8,600 Est. Cost $42.21 Unrealized +8.4%
SLP Simulations Plus Inc 0.0%
Value $400K Shares 10,950 Est. Cost $19.49 Unrealized +113.7%
DSI iShares MSCI KLD 400 Social 0.0%
Value $395K Shares 5,496 Est. Cost $66.96 Unrealized
SAP Sap SE Sp ADR 0.0%
Value $361K Shares 3,500 Est. Cost $92.90 Unrealized
DENTSPLY Sirona Inc 0.0%
Value $349K Shares 10,953 Est. Cost $43.77 Unrealized
Pioneer Natural Resources Co 0.0%
Value $325K Shares 1,424 Est. Cost $249.55 Unrealized
LSI Industries Inc 0.0%
Value $320K Shares 26,121 Est. Cost $6.37 Unrealized
Paypal Holdings Inc 0.0%
Value $319K Shares 4,486 Est. Cost $85.36 Unrealized
DLTR Dollar Tree Inc 0.0%
Value $317K Shares 2,238 Est. Cost $105.71 Unrealized +40.8%
TXRH Texas Roadhouse Inc 0.0%
Value $315K Shares 3,467 Est. Cost $59.86 Unrealized +52.2%
VXUS Vanguard Total Intl Stock F 0.0%
Value $308K Shares 5,952 Est. Cost $55.70 Unrealized
VFC VF Corp 0.0%
Value $301K Shares 10,911 Est. Cost $67.13 Unrealized -56.2%
HCSG Healthcare Services Group Inc 0.0%
Value $292K Shares 24,292 Est. Cost $33.58 Unrealized -60.7%
ServiceNow Inc 0.0%
Value $285K Shares 735 Est. Cost $379.39 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value $284K Shares 17,784 Est. Cost $14.72 Unrealized
DuPont de Nemours Inc 0.0%
Value $275K Shares 4,005 Est. Cost $68.63 Unrealized
TSCO Tractor Supply Co 0.0%
Value $273K Shares 1,213 Est. Cost $40.21 Unrealized 0.0%
DOW Dow Inc 0.0%
Value $266K Shares 5,274 Est. Cost $36.73 Unrealized +10.3%
Check Point Software Tech Ltd 0.0%
Value $265K Shares 2,100 Est. Cost $97.62 Unrealized
MPLX LP 0.0%
Value $263K Shares 8,000 Est. Cost $32.84 Unrealized
Synovus Financial Corp 0.0%
Value $258K Shares 6,874 Est. Cost $37.55 Unrealized
Edwards Lifesciences Corp 0.0%
Value $251K Shares 3,365 Est. Cost $82.14 Unrealized
Sprott Physical Gold & Silver 0.0%
Value $250K Shares 13,920 Est. Cost $15.93 Unrealized
Verisk Analytics Inc 0.0%
Value $248K Shares 1,407 Est. Cost $198.40 Unrealized
BA Boeing Co 0.0%
Value $240K Shares 1,262 Est. Cost $163.57 Unrealized 0.0%
Adobe Systems Inc 0.0%
Value $237K Shares 705 Est. Cost $336.53 Unrealized
CoStar Group, Inc 0.0%
Value $236K Shares 3,060 Est. Cost $77.28 Unrealized
AEP American Electric Power Inc 0.0%
Value $235K Shares 2,472 Est. Cost $80.91 Unrealized 0.0%
DG Dollar General Corp 0.0%
Value $233K Shares 946 Est. Cost $143.86 Unrealized +62.0%
ELV Elevance Health Inc 0.0%
Value $227K Shares 442 Est. Cost $484.45 Unrealized 0.0%
VSS Vanguard FTSE Small Cap ETF 0.0%
Value $224K Shares 2,182 Est. Cost $96.89 Unrealized
Concentrix Corp 0.0%
Value $223K Shares 1,672 Est. Cost $133.16 Unrealized
AXP American Express Co 0.0%
Value $221K Shares 1,496 Est. Cost $142.37 Unrealized 0.0%
Cable One Inc 0.0%
Value $221K Shares 310 Est. Cost $1425.85 Unrealized
YUM Yum Brands Inc 0.0%
Value $210K Shares 1,640 Est. Cost $114.06 Unrealized 0.0%
DXCM DexCom Inc 0.0%
Value $210K Shares 1,853 Est. Cost $109.79 Unrealized 0.0%
Kimbell Royalty Partners LP 0.0%
Value $209K Shares 12,500 Est. Cost $16.70 Unrealized
SRPT Sarepta Therapeutics Inc 0.0%
Value $207K Shares 1,597 Est. Cost $115.88 Unrealized 0.0%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value $205K Shares 800 Est. Cost $234.34 Unrealized +10.3%
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value $202K Shares 4,806 Est. Cost $41.97 Unrealized
SMG Scotts Miracle-Gro Co Cl A 0.0%
Value $200K Shares 4,122 Est. Cost $84.73 Unrealized -48.8%
Ellington Financial Inc 0.0%
Value $155K Shares 12,500 Est. Cost $14.80 Unrealized
Energy Transfer LP 0.0%
Value $152K Shares 12,800 Est. Cost $13.22 Unrealized
Plug Power Inc 0.0%
Value $131K Shares 10,573 Est. Cost $4.72 Unrealized
NOK Nokia Corp Sp ADR 0.0%
Value $102K Shares 21,900 Est. Cost $5.07 Unrealized
Blue Water Vaccines Inc 0.0%
Value $13,365 Shares 12,150 Est. Cost $1.10 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value $11,356 Shares 160,734 Est. Cost $0.10 Unrealized -18.0%