BAHL & GAYNOR INC Diversified Active

CIK: 0000872259 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 14, 2023

Total Value ($000): $16,427,105 (100.0% shares, 0.0% debt)

Holdings (344)

Broadcom Inc 4.2%
Value ($000) $692,913 Shares 798,812 Est. Cost $362.23 Unrealized
PG Procter & Gamble Co 3.9%
Value ($000) $637,650 Shares 4,202,252 Est. Cost $92.72 Unrealized +52.4%
Merck & Co Inc 3.2%
Value ($000) $524,295 Shares 4,543,682 Est. Cost $86.12 Unrealized
MSFT Microsoft Corp 3.2%
Value ($000) $520,809 Shares 1,529,363 Est. Cost $52.06 Unrealized +490.1%
PEP PepsiCo Inc 3.0%
Value ($000) $492,436 Shares 2,658,657 Est. Cost $113.21 Unrealized +50.7%
AbbVie Inc 2.9%
Value ($000) $470,108 Shares 3,489,261 Est. Cost $113.09 Unrealized
APD Air Prods & Chems Inc 2.8%
Value ($000) $463,155 Shares 1,546,272 Est. Cost $182.07 Unrealized +45.7%
LLY Eli Lilly & Co 2.7%
Value ($000) $451,697 Shares 963,147 Est. Cost $165.10 Unrealized +149.2%
CVX Chevron Corp 2.7%
Value ($000) $446,287 Shares 2,836,272 Est. Cost $111.72 Unrealized +28.2%
MDLZ Mondelez Intl Inc Cl A 2.6%
Value ($000) $424,940 Shares 5,825,882 Est. Cost $50.67 Unrealized +35.3%
HD Home Depot Inc 2.6%
Value ($000) $420,468 Shares 1,353,552 Est. Cost $167.00 Unrealized +65.5%
Nextera Energy Inc 2.5%
Value ($000) $418,676 Shares 5,642,532 Est. Cost $85.99 Unrealized
TXN Texas Instruments Inc 2.4%
Value ($000) $386,529 Shares 2,147,143 Est. Cost $102.36 Unrealized +55.4%
MRSH Marsh & McLennan Cos Inc 2.3%
Value ($000) $376,315 Shares 2,000,823 Est. Cost $105.94 Unrealized +60.9%
MCD McDonalds Corp 2.1%
Value ($000) $343,572 Shares 1,151,341 Est. Cost $176.92 Unrealized +54.4%
PNC PNC Financial Services Group I 1.8%
Value ($000) $297,671 Shares 2,363,409 Est. Cost $120.19 Unrealized -8.1%
LMT Lockheed Martin Corp 1.8%
Value ($000) $296,666 Shares 644,394 Est. Cost $302.19 Unrealized +42.8%
Eaton Corp PLC 1.8%
Value ($000) $296,106 Shares 1,472,432 Est. Cost $122.51 Unrealized
SBUX Starbucks Corp 1.7%
Value ($000) $287,186 Shares 2,899,112 Est. Cost $60.75 Unrealized +60.1%
ProLogis Inc 1.7%
Value ($000) $287,128 Shares 2,341,416 Est. Cost $106.72 Unrealized
SRE Sempra 1.7%
Value ($000) $286,990 Shares 1,971,222 Est. Cost $58.20 Unrealized +18.1%
ABT Abbott Laboratories 1.7%
Value ($000) $272,813 Shares 2,502,416 Est. Cost $63.93 Unrealized +58.7%
ADP Automatic Data Processing Inc 1.4%
Value ($000) $225,711 Shares 1,026,939 Est. Cost $137.59 Unrealized +47.7%
ITW Illinois Tool Works Inc 1.4%
Value ($000) $224,501 Shares 897,429 Est. Cost $116.32 Unrealized +88.8%
USB US Bancorp Del 1.3%
Value ($000) $217,947 Shares 6,596,445 Est. Cost $35.76 Unrealized -20.6%
Cisco Systems Inc 1.3%
Value ($000) $215,557 Shares 4,166,159 Est. Cost $45.82 Unrealized
UPS United Parcel Service Inc Cl B 1.2%
Value ($000) $205,223 Shares 1,144,896 Est. Cost $150.37 Unrealized +2.8%
PAYX Paychex Inc 1.1%
Value ($000) $187,779 Shares 1,678,543 Est. Cost $72.68 Unrealized +39.0%
Truist Financial Corp 1.1%
Value ($000) $185,766 Shares 6,120,798 Est. Cost $48.46 Unrealized
O Realty Income Corp 1.1%
Value ($000) $181,516 Shares 3,035,894 Est. Cost $51.72 Unrealized +1.6%
JPMorgan Chase & Co 1.1%
Value ($000) $175,929 Shares 1,209,635 Est. Cost $111.99 Unrealized
Travelers Companies Inc 1.1%
Value ($000) $173,313 Shares 998,002 Est. Cost $171.86 Unrealized
AAPL Apple Inc 1.1%
Value ($000) $173,270 Shares 893,284 Est. Cost $92.11 Unrealized +86.8%
Crown Castle Inc 1.0%
Value ($000) $171,614 Shares 1,506,179 Est. Cost $129.29 Unrealized
Broadridge Financial Solutions 1.0%
Value ($000) $165,621 Shares 999,945 Est. Cost $124.71 Unrealized
UnitedHealth Group Inc 0.9%
Value ($000) $148,604 Shares 309,179 Est. Cost $363.72 Unrealized
WMB Williams Cos Inc 0.9%
Value ($000) $146,971 Shares 4,504,158 Est. Cost $27.30 Unrealized -1.9%
GLW Corning Inc 0.9%
Value ($000) $143,407 Shares 4,092,653 Est. Cost $31.99 Unrealized -4.3%
Keurig Dr Pepper Inc 0.9%
Value ($000) $141,936 Shares 4,539,061 Est. Cost $36.16 Unrealized
Accenture PLC Ireland Class A 0.9%
Value ($000) $141,384 Shares 458,176 Est. Cost $188.56 Unrealized
QCOM Qualcomm Inc 0.9%
Value ($000) $141,057 Shares 1,184,956 Est. Cost $116.65 Unrealized -7.1%
Rtx Corporation Com 0.9%
Value ($000) $140,564 Shares 1,434,910 Est. Cost $92.26 Unrealized
MSI Motorola Solutions Inc 0.7%
Value ($000) $119,808 Shares 408,509 Est. Cost $181.85 Unrealized +52.9%
CDW Corp 0.7%
Value ($000) $114,520 Shares 624,085 Est. Cost $129.07 Unrealized
CTAS Cintas Corp 0.6%
Value ($000) $106,625 Shares 214,503 Est. Cost $32.42 Unrealized +253.8%
SYK Stryker Corp 0.6%
Value ($000) $103,846 Shares 340,377 Est. Cost $103.60 Unrealized +171.6%
PSX Phillips 66 0.6%
Value ($000) $101,818 Shares 1,067,501 Est. Cost $80.80 Unrealized +9.6%
Wec Energy Group Inc 0.6%
Value ($000) $100,450 Shares 1,138,369 Est. Cost $79.99 Unrealized
WSO Watsco Inc 0.6%
Value ($000) $98,472 Shares 258,137 Est. Cost $221.63 Unrealized +53.0%
CINF Cincinnati Financial Corp 0.6%
Value ($000) $97,633 Shares 1,003,220 Est. Cost $70.41 Unrealized +37.0%
Medtronic PLC 0.6%
Value ($000) $96,693 Shares 1,097,542 Est. Cost $91.99 Unrealized
Exxon Mobil Corp 0.6%
Value ($000) $95,309 Shares 888,661 Est. Cost $98.65 Unrealized
KO Coca-Cola Co 0.6%
Value ($000) $94,677 Shares 1,572,182 Est. Cost $43.25 Unrealized +32.6%
TJX TJX Cos Inc 0.6%
Value ($000) $92,843 Shares 1,094,973 Est. Cost $66.10 Unrealized +15.2%
BAC Bank America Corp 0.5%
Value ($000) $90,323 Shares 3,148,229 Est. Cost $28.50 Unrealized -6.6%
AMGN Amgen Inc 0.5%
Value ($000) $90,119 Shares 405,904 Est. Cost $165.50 Unrealized +29.1%
NOC Northrop Grumman Corp 0.5%
Value ($000) $76,612 Shares 168,083 Est. Cost $353.81 Unrealized +22.6%
Waste Management Inc 0.4%
Value ($000) $70,817 Shares 408,355 Est. Cost $142.13 Unrealized
BAH Booz Allen Hamilton Holding Co 0.4%
Value ($000) $69,553 Shares 623,231 Est. Cost $87.68 Unrealized +6.8%
JNJ Johnson & Johnson 0.4%
Value ($000) $68,319 Shares 412,754 Est. Cost $83.31 Unrealized +78.7%
Evercore Inc Class A 0.4%
Value ($000) $61,428 Shares 497,032 Est. Cost $102.82 Unrealized
BlackRock Inc 0.4%
Value ($000) $60,464 Shares 87,484 Est. Cost $483.92 Unrealized
Eversource Energy 0.4%
Value ($000) $59,693 Shares 841,698 Est. Cost $80.81 Unrealized
HIG Hartford Financial Services Gr 0.3%
Value ($000) $56,872 Shares 789,675 Est. Cost $69.85 Unrealized -4.4%
KLAC Kla Corporation Com New 0.3%
Value ($000) $53,352 Shares 109,999 Est. Cost $345.41 Unrealized +18.1%
ADI Analog Devices Inc 0.3%
Value ($000) $45,820 Shares 235,201 Est. Cost $130.00 Unrealized +36.1%
LHX L3Harris Technologies Inc 0.3%
Value ($000) $45,335 Shares 231,575 Est. Cost $187.60 Unrealized -3.6%
NKE Nike Inc Cl B 0.3%
Value ($000) $41,199 Shares 373,285 Est. Cost $44.22 Unrealized +151.7%
Kinder Morgan Inc 0.2%
Value ($000) $40,260 Shares 2,337,966 Est. Cost $17.77 Unrealized
Regions Financial Corp 0.2%
Value ($000) $40,152 Shares 2,253,205 Est. Cost $20.11 Unrealized
HUBB Hubbell Inc 0.2%
Value ($000) $39,931 Shares 120,435 Est. Cost $141.33 Unrealized +89.1%
HON Honeywell Intl Inc 0.2%
Value ($000) $39,545 Shares 190,576 Est. Cost $107.12 Unrealized +63.9%
IPAR Inter Parfums Inc 0.2%
Value ($000) $36,590 Shares 270,575 Est. Cost $88.01 Unrealized +59.1%
UNP Union Pacific Corp 0.2%
Value ($000) $33,908 Shares 165,713 Est. Cost $174.69 Unrealized +7.1%
Amdocs Ltd 0.2%
Value ($000) $33,407 Shares 337,953 Est. Cost $79.31 Unrealized
Hp Inc 0.2%
Value ($000) $32,069 Shares 1,044,262 Est. Cost $29.67 Unrealized
CSL Carlisle Cos Inc 0.2%
Value ($000) $31,239 Shares 121,775 Est. Cost $235.95 Unrealized -9.0%
HSY Hershey Co 0.2%
Value ($000) $30,510 Shares 122,187 Est. Cost $195.60 Unrealized +24.4%
SNA Snap On Inc 0.2%
Value ($000) $30,038 Shares 104,229 Est. Cost $205.21 Unrealized +17.7%
FAST Fastenal Co 0.2%
Value ($000) $29,633 Shares 502,337 Est. Cost $19.26 Unrealized +33.3%
BDX Becton Dickinson & Co 0.2%
Value ($000) $28,323 Shares 107,280 Est. Cost $96.67 Unrealized +150.3%
Target Corp 0.2%
Value ($000) $27,862 Shares 211,235 Est. Cost $121.58 Unrealized
ECL Ecolab Inc 0.2%
Value ($000) $27,453 Shares 147,049 Est. Cost $77.80 Unrealized +115.0%
Otis Worldwide Corp 0.2%
Value ($000) $27,095 Shares 304,408 Est. Cost $81.19 Unrealized
Quest Diagnostics Inc 0.2%
Value ($000) $26,811 Shares 190,747 Est. Cost $122.41 Unrealized
RPM RPM Intl Inc 0.2%
Value ($000) $26,685 Shares 297,391 Est. Cost $45.85 Unrealized +79.2%
ATO Atmos Energy Corp 0.2%
Value ($000) $26,291 Shares 225,987 Est. Cost $97.56 Unrealized +11.1%
MKC McCormick & Co Inc Non Vtg 0.2%
Value ($000) $25,493 Shares 292,248 Est. Cost $62.80 Unrealized +31.8%
Insperity Inc 0.1%
Value ($000) $24,523 Shares 206,146 Est. Cost $106.81 Unrealized
CSGS CSG Systems Intl Inc 0.1%
Value ($000) $23,621 Shares 447,875 Est. Cost $46.32 Unrealized +3.9%
Perrigo Co PLC 0.1%
Value ($000) $22,389 Shares 659,462 Est. Cost $37.12 Unrealized
HOMB Home Bancshares Inc 0.1%
Value ($000) $22,312 Shares 978,607 Est. Cost $22.33 Unrealized -2.4%
Genpact Limited 0.1%
Value ($000) $21,766 Shares 579,334 Est. Cost $37.60 Unrealized
ADC Agree Realty Corp 0.1%
Value ($000) $21,190 Shares 324,061 Est. Cost $69.03 Unrealized
CMS CMS Energy Corp 0.1%
Value ($000) $20,175 Shares 343,401 Est. Cost $56.06 Unrealized -1.0%
MZTI Lancaster Colony Corp 0.1%
Value ($000) $19,880 Shares 98,861 Est. Cost $159.06 Unrealized +27.5%
Blackstone Inc Com 0.1%
Value ($000) $19,362 Shares 208,263 Est. Cost $63.41 Unrealized
Avient Corporation Com 0.1%
Value ($000) $19,086 Shares 466,656 Est. Cost $40.12 Unrealized
Victory Cap Holdings Inc Cl A 0.1%
Value ($000) $18,758 Shares 594,721 Est. Cost $25.92 Unrealized
Terreno Realty Corp 0.1%
Value ($000) $18,683 Shares 310,866 Est. Cost $59.22 Unrealized
Nexstar Media Group Inc Cl A 0.1%
Value ($000) $18,351 Shares 110,181 Est. Cost $134.20 Unrealized
MDC Holdings Inc 0.1%
Value ($000) $18,255 Shares 390,311 Est. Cost $34.39 Unrealized
NetApp Inc 0.1%
Value ($000) $17,287 Shares 226,265 Est. Cost $62.40 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $16,901 Shares 186,983 Est. Cost $42.29 Unrealized +89.3%
NiSource Inc 0.1%
Value ($000) $16,620 Shares 607,674 Est. Cost $27.35 Unrealized
First Interstate Banc Sys Inc 0.1%
Value ($000) $16,447 Shares 689,894 Est. Cost $38.33 Unrealized
Enbridge Inc 0.1%
Value ($000) $15,947 Shares 429,262 Est. Cost $36.87 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $15,495 Shares 45,440 Est. Cost $128.96 Unrealized +153.1%
MarketAxess Holdings Inc 0.1%
Value ($000) $15,156 Shares 57,977 Est. Cost $222.02 Unrealized
AVY Avery Dennison Corp 0.1%
Value ($000) $14,731 Shares 85,746 Est. Cost $137.20 Unrealized +18.6%
CHD Church & Dwight Inc 0.1%
Value ($000) $14,636 Shares 146,024 Est. Cost $34.48 Unrealized +164.8%
LNT Alliant Energy Corp 0.1%
Value ($000) $14,304 Shares 272,561 Est. Cost $49.55 Unrealized -1.0%
AVT Avnet Inc 0.1%
Value ($000) $11,914 Shares 236,155 Est. Cost $39.26 Unrealized +4.7%
LOW Lowes Cos Inc 0.1%
Value ($000) $11,483 Shares 50,877 Est. Cost $58.69 Unrealized +237.0%
iShares Core MSCI EAFE 0.1%
Value ($000) $11,186 Shares 165,714 Est. Cost $66.24 Unrealized
INTC Intel Corp 0.1%
Value ($000) $11,171 Shares 334,065 Est. Cost $17.39 Unrealized +76.7%
FFBC First Financial Bancorp OH 0.1%
Value ($000) $10,986 Shares 537,477 Est. Cost $20.38 Unrealized -10.3%
Novartis AG Sp ADR 0.1%
Value ($000) $10,728 Shares 106,308 Est. Cost $75.54 Unrealized
NSRGY Nestle SA Sp ADR 0.1%
Value ($000) $10,724 Shares 89,166 Est. Cost $67.31 Unrealized
Targa Resources Corp 0.1%
Value ($000) $10,241 Shares 134,571 Est. Cost $74.17 Unrealized
EL Lauder Estee Cos Inc Cl A 0.1%
Value ($000) $10,170 Shares 51,786 Est. Cost $80.05 Unrealized +151.8%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $9,747 Shares 85,564 Est. Cost $119.38 Unrealized -12.9%
RMD ResMed Inc 0.1%
Value ($000) $9,742 Shares 44,587 Est. Cost $49.85 Unrealized +336.1%
DOV Dover Corp 0.1%
Value ($000) $9,708 Shares 65,750 Est. Cost $56.71 Unrealized +144.1%
Penske Automotive Group Inc 0.1%
Value ($000) $9,459 Shares 56,765 Est. Cost $100.81 Unrealized
Equity Lifestyle Properties In 0.1%
Value ($000) $9,433 Shares 141,020 Est. Cost $76.27 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $9,240 Shares 19,217 Est. Cost $151.70 Unrealized +193.6%
FISV Fiserv Inc 0.1%
Value ($000) $9,005 Shares 71,384 Est. Cost $48.87 Unrealized +140.9%
Visa Inc Cl A 0.1%
Value ($000) $8,887 Shares 37,423 Est. Cost $179.73 Unrealized
DIS Disney Walt Co Disney 0.1%
Value ($000) $8,826 Shares 98,854 Est. Cost $64.42 Unrealized +43.7%
BC Brunswick Corp 0.1%
Value ($000) $8,737 Shares 100,842 Est. Cost $64.56 Unrealized +18.9%
HMN Horace Mann Educators Corp 0.1%
Value ($000) $8,693 Shares 293,080 Est. Cost $37.21 Unrealized -14.7%
LMAT Lemaitre Vascular Inc 0.1%
Value ($000) $8,491 Shares 126,207 Est. Cost $30.13 Unrealized +97.7%
HBAN Huntington Bancshares Inc 0.1%
Value ($000) $8,303 Shares 770,211 Est. Cost $11.58 Unrealized -18.2%
CAG Conagra Brands Inc 0.0%
Value ($000) $8,049 Shares 238,703 Est. Cost $31.39 Unrealized 0.0%
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $7,865 Shares 35,822 Est. Cost $68.32 Unrealized +197.4%
American Tower Corp 0.0%
Value ($000) $7,504 Shares 38,692 Est. Cost $231.40 Unrealized
Alphabet Inc Cap Stock Cl C 0.0%
Value ($000) $7,158 Shares 59,168 Est. Cost $144.46 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $6,966 Shares 63,985 Est. Cost $52.95 Unrealized +83.3%
Ensign Group Inc 0.0%
Value ($000) $6,948 Shares 72,783 Est. Cost $57.07 Unrealized
SON Sonoco Prods Co 0.0%
Value ($000) $6,940 Shares 117,588 Est. Cost $49.22 Unrealized +9.7%
US Physical Therapy Inc 0.0%
Value ($000) $6,902 Shares 56,854 Est. Cost $90.48 Unrealized
Chemed Corp 0.0%
Value ($000) $6,840 Shares 12,628 Est. Cost $424.09 Unrealized
VEU Vanguard All World ex-US 0.0%
Value ($000) $6,467 Shares 118,851 Est. Cost $49.99 Unrealized
PKG Packaging Corp America 0.0%
Value ($000) $6,389 Shares 48,343 Est. Cost $124.99 Unrealized -0.7%
Patterson Companies Inc 0.0%
Value ($000) $6,326 Shares 190,205 Est. Cost $29.91 Unrealized
Tetra Tech Inc 0.0%
Value ($000) $6,170 Shares 37,680 Est. Cost $93.17 Unrealized
BCPC Balchem Corp 0.0%
Value ($000) $6,093 Shares 45,200 Est. Cost $58.68 Unrealized +115.5%
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $6,085 Shares 50,834 Est. Cost $145.04 Unrealized
Comcast Corp Cl A 0.0%
Value ($000) $5,861 Shares 141,064 Est. Cost $38.39 Unrealized
Zoetis Inc Cl A 0.0%
Value ($000) $5,787 Shares 33,604 Est. Cost $127.32 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $5,696 Shares 11 Est. Cost $268384.97 Unrealized +85.5%
FSS Federal Signal Corp 0.0%
Value ($000) $5,672 Shares 88,579 Est. Cost $24.37 Unrealized +123.5%
Reynolds Consumer Prods Inc 0.0%
Value ($000) $5,649 Shares 199,957 Est. Cost $29.42 Unrealized
AFG American Financial Group Inc O 0.0%
Value ($000) $5,633 Shares 47,434 Est. Cost $99.27 Unrealized 0.0%
WMT Wal-Mart Inc 0.0%
Value ($000) $5,631 Shares 35,824 Est. Cost $29.97 Unrealized +63.4%
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $5,434 Shares 32,476 Est. Cost $56.75 Unrealized +164.9%
TFX Teleflex Inc 0.0%
Value ($000) $5,295 Shares 21,878 Est. Cost $110.18 Unrealized +122.5%
WKC World Kinect Corporation 0.0%
Value ($000) $5,273 Shares 254,970 Est. Cost $27.50 Unrealized -13.4%
Carrier Global Corporation Com 0.0%
Value ($000) $5,175 Shares 104,103 Est. Cost $22.74 Unrealized
UFP INDUSTRIES INC COM 0.0%
Value ($000) $4,913 Shares 50,624 Est. Cost $48.48 Unrealized
CW Curtiss Wright Corp 0.0%
Value ($000) $4,816 Shares 26,221 Est. Cost $137.60 Unrealized +22.9%
POWI Power Integrations Inc 0.0%
Value ($000) $4,466 Shares 47,176 Est. Cost $59.75 Unrealized +34.7%
EnPro Industries Inc 0.0%
Value ($000) $4,412 Shares 33,042 Est. Cost $91.15 Unrealized
MSA Msa Safety Inc 0.0%
Value ($000) $4,366 Shares 25,098 Est. Cost $102.12 Unrealized +40.1%
Kinsale Cap Group Inc 0.0%
Value ($000) $4,260 Shares 11,385 Est. Cost $100.03 Unrealized
MasterCard Incorporated Cl A 0.0%
Value ($000) $4,243 Shares 10,788 Est. Cost $247.35 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $4,238 Shares 11,461 Est. Cost $127.65 Unrealized +24.9%
GWW Grainger W W Inc 0.0%
Value ($000) $4,217 Shares 5,348 Est. Cost $330.85 Unrealized +103.4%
PFE Pfizer Inc 0.0%
Value ($000) $4,123 Shares 112,416 Est. Cost $25.81 Unrealized +28.7%
Intuitive Surgical Inc 0.0%
Value ($000) $4,090 Shares 11,960 Est. Cost $402.98 Unrealized
WFC Wells Fargo Co 0.0%
Value ($000) $4,047 Shares 94,827 Est. Cost $38.39 Unrealized -1.9%
AAON AAON Inc 0.0%
Value ($000) $3,917 Shares 41,310 Est. Cost $32.08 Unrealized +94.9%
Costco Wholesale Corp 0.0%
Value ($000) $3,883 Shares 7,213 Est. Cost $309.38 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $3,748 Shares 6,937 Est. Cost $115.84 Unrealized +301.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $3,728 Shares 142,246 Est. Cost $12.31 Unrealized +87.8%
Oracle Corp 0.0%
Value ($000) $3,701 Shares 31,076 Est. Cost $53.97 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $3,553 Shares 27,258 Est. Cost $120.61 Unrealized -5.3%
Agilent Technologies Inc 0.0%
Value ($000) $3,541 Shares 29,444 Est. Cost $100.42 Unrealized
Exponent Inc 0.0%
Value ($000) $3,488 Shares 37,376 Est. Cost $85.90 Unrealized
CPK Chesapeake Utilities Corp 0.0%
Value ($000) $3,466 Shares 29,124 Est. Cost $91.23 Unrealized +30.8%
Verizon Communications Inc 0.0%
Value ($000) $3,298 Shares 88,675 Est. Cost $53.88 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $3,288 Shares 51,413 Est. Cost $31.33 Unrealized +88.1%
Linde PLC 0.0%
Value ($000) $3,205 Shares 8,411 Est. Cost $355.84 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $3,176 Shares 10,904 Est. Cost $262.30 Unrealized -0.2%
Duke Energy Corp 0.0%
Value ($000) $2,819 Shares 31,418 Est. Cost $82.37 Unrealized
DCI Donaldson Inc 0.0%
Value ($000) $2,785 Shares 44,549 Est. Cost $30.37 Unrealized +97.0%
W P Carey Inc 0.0%
Value ($000) $2,688 Shares 39,794 Est. Cost $67.54 Unrealized
CLX Clorox Co 0.0%
Value ($000) $2,649 Shares 16,656 Est. Cost $65.68 Unrealized +124.7%
Texas Pacific Land Corporation 0.0%
Value ($000) $2,633 Shares 2,000 Est. Cost $727.00 Unrealized
Universal Display Corp 0.0%
Value ($000) $2,620 Shares 18,179 Est. Cost $150.73 Unrealized
Valero Energy Corp 0.0%
Value ($000) $2,572 Shares 21,928 Est. Cost $94.70 Unrealized
LyondellBasell Industries NV A 0.0%
Value ($000) $2,535 Shares 27,607 Est. Cost $94.65 Unrealized
Energy Transfer LP 0.0%
Value ($000) $2,512 Shares 197,800 Est. Cost $12.65 Unrealized
ATR AptarGroup Inc 0.0%
Value ($000) $2,414 Shares 20,838 Est. Cost $47.84 Unrealized +136.4%
KR Kroger Co 0.0%
Value ($000) $2,394 Shares 50,940 Est. Cost $24.40 Unrealized +84.4%
GPC Genuine Parts Co 0.0%
Value ($000) $2,391 Shares 14,128 Est. Cost $65.15 Unrealized +132.2%
UTZ Utz Brands Inc Cl A 0.0%
Value ($000) $2,381 Shares 145,513 Est. Cost $21.96 Unrealized -21.8%
Diageo PLC Sp ADR 0.0%
Value ($000) $2,379 Shares 13,712 Est. Cost $148.33 Unrealized
SCL Stepan Co 0.0%
Value ($000) $2,373 Shares 24,836 Est. Cost $89.82 Unrealized +5.8%
PRGS Progress Software Corp 0.0%
Value ($000) $2,321 Shares 39,951 Est. Cost $40.90 Unrealized +38.9%
KMB Kimberly Clark Corp 0.0%
Value ($000) $2,306 Shares 16,703 Est. Cost $80.04 Unrealized +57.1%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $2,292 Shares 31,612 Est. Cost $61.79 Unrealized
Plains Group Hlgs LP A 0.0%
Value ($000) $2,202 Shares 148,501 Est. Cost $14.83 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $2,165 Shares 35,850 Est. Cost $55.98 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $2,134 Shares 21,858 Est. Cost $63.50 Unrealized +33.0%
NSC Norfolk Southern Corp 0.0%
Value ($000) $2,107 Shares 9,292 Est. Cost $81.35 Unrealized +146.2%
CNMD Conmed Corp 0.0%
Value ($000) $2,068 Shares 15,215 Est. Cost $83.57 Unrealized +42.3%
EOG Resources Inc 0.0%
Value ($000) $2,049 Shares 17,905 Est. Cost $124.44 Unrealized
Steris PLC SHS USD 0.0%
Value ($000) $2,039 Shares 9,065 Est. Cost $129.98 Unrealized
Meta Platforms Inc Cl A 0.0%
Value ($000) $2,016 Shares 7,025 Est. Cost $182.03 Unrealized
Coherent Corp Com 0.0%
Value ($000) $1,994 Shares 39,109 Est. Cost $34.89 Unrealized
D R Horton Inc 0.0%
Value ($000) $1,973 Shares 16,216 Est. Cost $42.78 Unrealized
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value ($000) $1,951 Shares 47,965 Est. Cost $41.24 Unrealized
Interpublic Group Cos Inc 0.0%
Value ($000) $1,936 Shares 50,175 Est. Cost $33.95 Unrealized 0.0%
GIS General Mills Inc 0.0%
Value ($000) $1,820 Shares 23,723 Est. Cost $34.81 Unrealized +122.6%
SJM Smucker J M Co 0.0%
Value ($000) $1,755 Shares 11,884 Est. Cost $101.52 Unrealized +36.4%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $1,679 Shares 58,932 Est. Cost $75.03 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $1,675 Shares 3,210 Est. Cost $298.74 Unrealized +79.2%
Bwx Technologies Inc 0.0%
Value ($000) $1,674 Shares 23,389 Est. Cost $55.07 Unrealized
Innospec Inc 0.0%
Value ($000) $1,649 Shares 16,417 Est. Cost $100.44 Unrealized
CL Colgate Palmolive Co 0.0%
Value ($000) $1,617 Shares 20,987 Est. Cost $48.83 Unrealized +49.3%
ARE Alexandria Real Estate Equity 0.0%
Value ($000) $1,600 Shares 14,100 Est. Cost $132.54 Unrealized -22.0%
Ttec Holdings Inc 0.0%
Value ($000) $1,540 Shares 45,502 Est. Cost $78.10 Unrealized
NVIDIA Corp 0.0%
Value ($000) $1,527 Shares 3,609 Est. Cost $166.09 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $1,481 Shares 22,173 Est. Cost $33.71 Unrealized +79.1%
CSX CSX Corp 0.0%
Value ($000) $1,456 Shares 42,702 Est. Cost $25.50 Unrealized +19.3%
Applied Industrial Technologie 0.0%
Value ($000) $1,448 Shares 10,000 Est. Cost $70.34 Unrealized
3M Co 0.0%
Value ($000) $1,299 Shares 12,983 Est. Cost $189.54 Unrealized
Encompass Health Corp 0.0%
Value ($000) $1,274 Shares 18,811 Est. Cost $60.84 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $1,273 Shares 5,128 Est. Cost $160.15 Unrealized +34.7%
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $1,266 Shares 8,694 Est. Cost $113.15 Unrealized
VIGI Vanguard Intl Dvd ETF 0.0%
Value ($000) $1,259 Shares 16,770 Est. Cost $73.20 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $1,242 Shares 13,861 Est. Cost $47.13 Unrealized +56.6%
GILD Gilead Sciences Inc 0.0%
Value ($000) $1,206 Shares 15,643 Est. Cost $63.51 Unrealized +14.3%
IBM Intl Business Machines 0.0%
Value ($000) $1,179 Shares 8,814 Est. Cost $115.91 Unrealized +1.9%
Pool Corporation 0.0%
Value ($000) $1,179 Shares 3,146 Est. Cost $253.77 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,160 Shares 4,714 Est. Cost $99.38 Unrealized +115.1%
First Industrial Realty Trust 0.0%
Value ($000) $1,112 Shares 21,125 Est. Cost $52.64 Unrealized
WST West Pharmaceutical Svsc Inc 0.0%
Value ($000) $1,075 Shares 2,810 Est. Cost $105.83 Unrealized +235.3%
CVS CVS Health Corp 0.0%
Value ($000) $1,059 Shares 15,319 Est. Cost $72.01 Unrealized -10.7%
SHW Sherwin Williams Co 0.0%
Value ($000) $1,052 Shares 3,962 Est. Cost $228.88 Unrealized +0.5%
Constellation Brands Inc Cl A 0.0%
Value ($000) $1,050 Shares 4,268 Est. Cost $192.46 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $1,037 Shares 9,020 Est. Cost $63.56 Unrealized +66.8%
iShares Core MSCI Emerg Mkt 0.0%
Value ($000) $1,012 Shares 20,538 Est. Cost $57.21 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $998 Shares 19,460 Est. Cost $23.70 Unrealized
DE Deere & Co 0.0%
Value ($000) $977 Shares 2,410 Est. Cost $335.93 Unrealized +9.5%
Tesla Inc 0.0%
Value ($000) $969 Shares 3,701 Est. Cost $250.27 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $929 Shares 25,903 Est. Cost $31.78 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $894 Shares 2,570 Est. Cost $74.98 Unrealized +313.9%
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $860 Shares 20,170 Est. Cost $47.31 Unrealized -10.4%
SO Southern Co 0.0%
Value ($000) $831 Shares 11,836 Est. Cost $38.52 Unrealized +69.5%
OKE Oneok Inc 0.0%
Value ($000) $800 Shares 12,965 Est. Cost $47.55 Unrealized +13.8%
DAL Delta Air Lines Inc 0.0%
Value ($000) $799 Shares 16,800 Est. Cost $37.88 Unrealized -5.3%
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value ($000) $788 Shares 17,071 Est. Cost $44.37 Unrealized
One Gas Inc 0.0%
Value ($000) $763 Shares 9,930 Est. Cost $75.30 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $760 Shares 11,739 Est. Cost $63.53 Unrealized -18.2%
TSM Taiwan Semiconductor Mfg Ltd S 0.0%
Value ($000) $740 Shares 7,330 Est. Cost $53.62 Unrealized
Fidelity Natl Information Serv 0.0%
Value ($000) $739 Shares 13,507 Est. Cost $86.85 Unrealized
Altria Group Inc 0.0%
Value ($000) $726 Shares 16,037 Est. Cost $49.01 Unrealized
AT&T Inc 0.0%
Value ($000) $717 Shares 44,942 Est. Cost $25.14 Unrealized
Alcon Inc 0.0%
Value ($000) $714 Shares 8,697 Est. Cost $62.05 Unrealized
IDEX Corp 0.0%
Value ($000) $689 Shares 3,200 Est. Cost $151.76 Unrealized
INTU Intuit 0.0%
Value ($000) $684 Shares 1,493 Est. Cost $389.47 Unrealized +10.6%
Mesa Laboratories Inc 0.0%
Value ($000) $660 Shares 5,133 Est. Cost $166.69 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $656 Shares 2,734 Est. Cost $62.83 Unrealized +232.3%
Canadian Pacific Kansas City C 0.0%
Value ($000) $645 Shares 7,981 Est. Cost $76.94 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $642 Shares 2,985 Est. Cost $98.42 Unrealized +107.9%
CE Celanese Corp Ser A 0.0%
Value ($000) $611 Shares 5,273 Est. Cost $103.58 Unrealized +1.0%
SSD Simpson Manufacturing Co Inc 0.0%
Value ($000) $602 Shares 4,350 Est. Cost $45.31 Unrealized +166.3%
SYY Sysco Corp 0.0%
Value ($000) $590 Shares 7,946 Est. Cost $58.19 Unrealized +17.8%
Goldman Sachs Group Inc 0.0%
Value ($000) $583 Shares 1,807 Est. Cost $343.38 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $578 Shares 15,975 Est. Cost $40.90 Unrealized -27.9%
EPP iShares MSCI Pac Jp ETF 0.0%
Value ($000) $572 Shares 13,530 Est. Cost $43.24 Unrealized
GE General Electric Co 0.0%
Value ($000) $568 Shares 5,167 Est. Cost $64.57 Unrealized +23.6%
HEI Heico Corp 0.0%
Value ($000) $544 Shares 3,072 Est. Cost $58.42 Unrealized +188.5%
Fortive Corp 0.0%
Value ($000) $542 Shares 7,244 Est. Cost $66.50 Unrealized
C H Robinson Worldwide Inc 0.0%
Value ($000) $535 Shares 5,670 Est. Cost $85.05 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $529 Shares 13,150 Est. Cost $28.42 Unrealized +28.6%
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $525 Shares 4,880 Est. Cost $80.85 Unrealized +18.4%
GNTX Gentex Corp 0.0%
Value ($000) $509 Shares 17,400 Est. Cost $15.37 Unrealized +79.4%
Silicon Motion Technology Corp 0.0%
Value ($000) $504 Shares 7,016 Est. Cost $59.95 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $504 Shares 11,312 Est. Cost $23.87 Unrealized +67.2%
CGNX Cognex Corp 0.0%
Value ($000) $482 Shares 8,600 Est. Cost $42.21 Unrealized +20.1%
SLP Simulations Plus Inc 0.0%
Value ($000) $474 Shares 10,950 Est. Cost $19.49 Unrealized +122.5%
Activision Blizzard Inc 0.0%
Value ($000) $470 Shares 5,570 Est. Cost $76.56 Unrealized
PRMRF Paramount Resources Ltd Cl A 0.0%
Value ($000) $460 Shares 21,172 Est. Cost $12.53 Unrealized -15.0%
MS Morgan Stanley 0.0%
Value ($000) $459 Shares 5,379 Est. Cost $59.37 Unrealized +32.0%
SCHW Schwab Charles Corp 0.0%
Value ($000) $441 Shares 7,773 Est. Cost $44.22 Unrealized +14.1%
IFF International Flavors & Fragra 0.0%
Value ($000) $439 Shares 5,519 Est. Cost $72.73 Unrealized +10.1%
Sba Communications Corp New 0.0%
Value ($000) $436 Shares 1,881 Est. Cost $256.34 Unrealized
CI The Cigna Group Com 0.0%
Value ($000) $434 Shares 1,547 Est. Cost $194.73 Unrealized +27.3%
Upbound Group Inc Com 0.0%
Value ($000) $433 Shares 13,924 Est. Cost $40.32 Unrealized
SAP Sap SE Sp ADR 0.0%
Value ($000) $417 Shares 3,050 Est. Cost $92.90 Unrealized
DENTSPLY Sirona Inc 0.0%
Value ($000) $411 Shares 10,281 Est. Cost $43.77 Unrealized
BBY Best Buy Inc 0.0%
Value ($000) $388 Shares 4,738 Est. Cost $84.87 Unrealized -22.7%
Marathon Petroleum Corp 0.0%
Value ($000) $384 Shares 3,296 Est. Cost $65.08 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $377 Shares 3,360 Est. Cost $61.71 Unrealized +70.6%
ServiceNow Inc 0.0%
Value ($000) $367 Shares 653 Est. Cost $411.27 Unrealized
FHN First Horizon Natl Corp 0.0%
Value ($000) $366 Shares 32,457 Est. Cost $21.53 Unrealized -43.8%
VXUS Vanguard Total Intl Stock F 0.0%
Value ($000) $354 Shares 6,305 Est. Cost $55.72 Unrealized
Nutrien Ltd 0.0%
Value ($000) $352 Shares 5,960 Est. Cost $64.77 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $339 Shares 1,637 Est. Cost $243.94 Unrealized
LSI Industries Inc 0.0%
Value ($000) $328 Shares 26,121 Est. Cost $6.37 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $318 Shares 2,218 Est. Cost $105.71 Unrealized +39.2%
DuPont de Nemours Inc 0.0%
Value ($000) $313 Shares 4,379 Est. Cost $68.89 Unrealized
Adobe Systems Inc 0.0%
Value ($000) $306 Shares 626 Est. Cost $336.53 Unrealized
BAX Baxter Intl Inc 0.0%
Value ($000) $304 Shares 6,683 Est. Cost $64.28 Unrealized -36.6%
Edwards Lifesciences Corp 0.0%
Value ($000) $301 Shares 3,194 Est. Cost $82.77 Unrealized
Netflix Inc 0.0%
Value ($000) $297 Shares 675 Est. Cost $351.25 Unrealized
ConocoPhillips 0.0%
Value ($000) $296 Shares 2,855 Est. Cost $69.60 Unrealized
BA Boeing Co 0.0%
Value ($000) $295 Shares 1,396 Est. Cost $168.75 Unrealized +23.1%
DOW Dow Inc 0.0%
Value ($000) $286 Shares 5,377 Est. Cost $37.01 Unrealized +22.3%
CBU Community Bank Systems Inc 0.0%
Value ($000) $278 Shares 5,934 Est. Cost $44.97 Unrealized -0.7%
DSI iShares MSCI KLD 400 Social 0.0%
Value ($000) $278 Shares 3,298 Est. Cost $66.96 Unrealized
Ferrari NV 0.0%
Value ($000) $276 Shares 850 Est. Cost $325.21 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $273 Shares 16,248 Est. Cost $14.72 Unrealized
MPLX LP 0.0%
Value ($000) $272 Shares 8,000 Est. Cost $32.84 Unrealized
Paypal Holdings Inc 0.0%
Value ($000) $267 Shares 4,001 Est. Cost $85.36 Unrealized
Check Point Software Tech Ltd 0.0%
Value ($000) $264 Shares 2,100 Est. Cost $97.62 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $260 Shares 1,174 Est. Cost $40.36 Unrealized +8.4%
SMG Scotts Miracle-Gro Co Cl A 0.0%
Value ($000) $251 Shares 4,011 Est. Cost $84.73 Unrealized -30.2%
Sprott Physical Gold & Silver 0.0%
Value ($000) $251 Shares 13,920 Est. Cost $15.93 Unrealized
Lci Industries 0.0%
Value ($000) $244 Shares 1,931 Est. Cost $100.26 Unrealized
CoStar Group, Inc 0.0%
Value ($000) $241 Shares 2,704 Est. Cost $89.00 Unrealized
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $237 Shares 800 Est. Cost $234.34 Unrealized +19.7%
YUM Yum Brands Inc 0.0%
Value ($000) $221 Shares 1,595 Est. Cost $114.06 Unrealized +12.9%
AmerisourceBergen Corp 0.0%
Value ($000) $219 Shares 1,140 Est. Cost $192.43 Unrealized
CPRT Copart Inc 0.0%
Value ($000) $219 Shares 2,404 Est. Cost $41.46 Unrealized 0.0%
Black Stone Minerals LP 0.0%
Value ($000) $215 Shares 13,500 Est. Cost $15.69 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $215 Shares 1,671 Est. Cost $120.95 Unrealized 0.0%
AEP American Electric Power Inc 0.0%
Value ($000) $213 Shares 2,531 Est. Cost $80.92 Unrealized -1.2%
Synovus Financial Corp 0.0%
Value ($000) $208 Shares 6,874 Est. Cost $37.55 Unrealized
Cable One Inc 0.0%
Value ($000) $204 Shares 310 Est. Cost $1425.85 Unrealized
ALB Albemarle Corp 0.0%
Value ($000) $204 Shares 913 Est. Cost $196.03 Unrealized 0.0%
VFC VF Corp 0.0%
Value ($000) $193 Shares 10,130 Est. Cost $67.13 Unrealized -69.5%
Kimbell Royalty Partners LP 0.0%
Value ($000) $184 Shares 12,500 Est. Cost $16.70 Unrealized
HCSG Healthcare Services Group Inc 0.0%
Value ($000) $175 Shares 11,692 Est. Cost $33.58 Unrealized -56.9%
Agilon Health Inc 0.0%
Value ($000) $173 Shares 10,000 Est. Cost $16.14 Unrealized
Ellington Financial Inc 0.0%
Value ($000) $173 Shares 12,500 Est. Cost $14.80 Unrealized
Plug Power Inc 0.0%
Value ($000) $110 Shares 10,573 Est. Cost $4.72 Unrealized
NOK Nokia Corp Sp ADR 0.0%
Value ($000) $91 Shares 21,900 Est. Cost $5.07 Unrealized
Blue Water Biotech Inc 0.0%
Value ($000) $27 Shares 23,815 Est. Cost $1.11 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value ($000) $4 Shares 160,734 Est. Cost $0.10 Unrealized -63.9%