BAHL & GAYNOR INC Diversified Active

CIK: 0000872259 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 2, 2024

Total Value ($000): $16,629,931 (100.0% shares, 0.0% debt)

Holdings (326)

Broadcom Inc 4.4%
Value ($000) $737,166 Shares 660,395 Est. Cost $362.23 Unrealized
PG Procter & Gamble Co 3.7%
Value ($000) $621,834 Shares 4,243,445 Est. Cost $93.80 Unrealized +49.9%
MSFT Microsoft Corp 3.3%
Value ($000) $556,189 Shares 1,479,068 Est. Cost $52.06 Unrealized +573.0%
LLY Eli Lilly & Co 3.1%
Value ($000) $522,628 Shares 896,569 Est. Cost $165.10 Unrealized +248.3%
AbbVie Inc 3.1%
Value ($000) $518,202 Shares 3,343,889 Est. Cost $113.09 Unrealized
Merck & Co Inc 2.8%
Value ($000) $465,729 Shares 4,271,961 Est. Cost $86.12 Unrealized
HD Home Depot Inc 2.7%
Value ($000) $447,535 Shares 1,291,401 Est. Cost $167.00 Unrealized +75.9%
PEP PepsiCo Inc 2.6%
Value ($000) $428,107 Shares 2,520,649 Est. Cost $113.21 Unrealized +35.8%
MDLZ Mondelez Intl Inc Cl A 2.5%
Value ($000) $422,468 Shares 5,832,772 Est. Cost $50.82 Unrealized +26.5%
CVX Chevron Corp 2.5%
Value ($000) $409,809 Shares 2,747,444 Est. Cost $111.72 Unrealized +23.3%
APD Air Prods & Chems Inc 2.4%
Value ($000) $401,849 Shares 1,467,674 Est. Cost $182.07 Unrealized +42.4%
MRSH Marsh & McLennan Cos Inc 2.2%
Value ($000) $357,928 Shares 1,889,100 Est. Cost $105.94 Unrealized +76.5%
Nextera Energy Inc 2.0%
Value ($000) $339,455 Shares 5,588,660 Est. Cost $85.99 Unrealized
MCD McDonalds Corp 2.0%
Value ($000) $332,843 Shares 1,122,535 Est. Cost $176.92 Unrealized +46.2%
TXN Texas Instruments Inc 2.0%
Value ($000) $329,704 Shares 1,934,203 Est. Cost $102.36 Unrealized +42.1%
PNC PNC Financial Services Group I 2.0%
Value ($000) $324,812 Shares 2,097,593 Est. Cost $120.19 Unrealized -0.2%
SRE Sempra 1.9%
Value ($000) $324,221 Shares 4,338,565 Est. Cost $62.79 Unrealized +6.3%
Eaton Corp PLC 1.9%
Value ($000) $322,294 Shares 1,338,321 Est. Cost $122.51 Unrealized
USB US Bancorp Del 1.7%
Value ($000) $288,504 Shares 6,665,990 Est. Cost $35.55 Unrealized -6.9%
ProLogis Inc 1.7%
Value ($000) $278,519 Shares 2,089,418 Est. Cost $106.72 Unrealized
LMT Lockheed Martin Corp 1.7%
Value ($000) $276,314 Shares 609,642 Est. Cost $302.19 Unrealized +38.1%
SBUX Starbucks Corp 1.6%
Value ($000) $258,191 Shares 2,689,212 Est. Cost $60.75 Unrealized +51.8%
WMB Williams Cos Inc 1.5%
Value ($000) $244,467 Shares 7,018,863 Est. Cost $28.66 Unrealized +12.2%
ADP Automatic Data Processing Inc 1.4%
Value ($000) $232,454 Shares 997,785 Est. Cost $137.59 Unrealized +61.4%
Broadridge Financial Solutions 1.3%
Value ($000) $222,665 Shares 1,082,210 Est. Cost $129.19 Unrealized
ITW Illinois Tool Works Inc 1.3%
Value ($000) $214,624 Shares 819,364 Est. Cost $116.32 Unrealized +95.4%
JPMorgan Chase & Co 1.2%
Value ($000) $199,790 Shares 1,174,543 Est. Cost $111.99 Unrealized
ABT Abbott Laboratories 1.2%
Value ($000) $199,148 Shares 1,809,287 Est. Cost $63.93 Unrealized +50.3%
Cisco Systems Inc 1.2%
Value ($000) $198,479 Shares 3,928,712 Est. Cost $45.82 Unrealized
PSX Phillips 66 1.2%
Value ($000) $197,858 Shares 1,486,089 Est. Cost $87.37 Unrealized +27.1%
PAYX Paychex Inc 1.1%
Value ($000) $190,572 Shares 1,599,965 Est. Cost $72.68 Unrealized +52.8%
O Realty Income Corp 1.1%
Value ($000) $187,642 Shares 3,267,883 Est. Cost $51.54 Unrealized -9.8%
Travelers Companies Inc 1.1%
Value ($000) $185,890 Shares 975,854 Est. Cost $171.86 Unrealized
AMGN Amgen Inc 1.1%
Value ($000) $174,707 Shares 606,580 Est. Cost $193.63 Unrealized +31.7%
AAPL Apple Inc 1.0%
Value ($000) $167,980 Shares 872,488 Est. Cost $92.11 Unrealized +98.5%
Keurig Dr Pepper Inc 1.0%
Value ($000) $165,042 Shares 4,953,229 Est. Cost $35.44 Unrealized
Accenture PLC Ireland Class A 1.0%
Value ($000) $158,148 Shares 450,680 Est. Cost $188.56 Unrealized
UnitedHealth Group Inc 0.9%
Value ($000) $147,784 Shares 280,707 Est. Cost $363.72 Unrealized
UPS United Parcel Service Inc Cl B 0.9%
Value ($000) $145,382 Shares 924,645 Est. Cost $150.37 Unrealized -10.7%
CDW Corp 0.8%
Value ($000) $139,243 Shares 612,541 Est. Cost $129.07 Unrealized
QCOM Qualcomm Inc 0.8%
Value ($000) $128,488 Shares 888,389 Est. Cost $116.65 Unrealized +1.4%
CTAS Cintas Corp 0.8%
Value ($000) $126,047 Shares 209,151 Est. Cost $32.42 Unrealized +306.2%
MSI Motorola Solutions Inc 0.7%
Value ($000) $118,447 Shares 378,316 Est. Cost $181.85 Unrealized +62.6%
TJX TJX Cos Inc 0.7%
Value ($000) $114,631 Shares 1,221,951 Est. Cost $68.16 Unrealized +28.0%
BAC Bank America Corp 0.7%
Value ($000) $109,698 Shares 3,258,035 Est. Cost $28.45 Unrealized -2.9%
GLW Corning Inc 0.6%
Value ($000) $107,716 Shares 3,537,484 Est. Cost $31.99 Unrealized -15.2%
WSO Watsco Inc 0.6%
Value ($000) $106,462 Shares 248,469 Est. Cost $221.63 Unrealized +74.8%
CINF Cincinnati Financial Corp 0.6%
Value ($000) $104,000 Shares 1,005,215 Est. Cost $70.41 Unrealized +36.5%
Rtx Corporation Com 0.6%
Value ($000) $93,762 Shares 1,114,355 Est. Cost $92.26 Unrealized
SYK Stryker Corp 0.6%
Value ($000) $92,088 Shares 307,515 Est. Cost $103.60 Unrealized +165.3%
KO Coca-Cola Co 0.5%
Value ($000) $91,410 Shares 1,551,161 Est. Cost $43.25 Unrealized +23.1%
BAH Booz Allen Hamilton Holding Co 0.5%
Value ($000) $91,373 Shares 714,357 Est. Cost $90.72 Unrealized +31.4%
Regions Financial Corp 0.5%
Value ($000) $90,259 Shares 4,657,325 Est. Cost $18.31 Unrealized
Wec Energy Group Inc 0.5%
Value ($000) $85,880 Shares 1,020,319 Est. Cost $79.99 Unrealized
Exxon Mobil Corp 0.5%
Value ($000) $82,569 Shares 825,855 Est. Cost $98.65 Unrealized
HIG Hartford Financial Services Gr 0.5%
Value ($000) $80,677 Shares 1,003,699 Est. Cost $70.01 Unrealized +3.5%
NOC Northrop Grumman Corp 0.5%
Value ($000) $77,980 Shares 166,575 Est. Cost $353.81 Unrealized +27.8%
Evercore Inc Class A 0.5%
Value ($000) $75,484 Shares 441,298 Est. Cost $104.38 Unrealized
Kinder Morgan Inc 0.4%
Value ($000) $70,816 Shares 4,014,506 Est. Cost $17.29 Unrealized
Waste Management Inc 0.4%
Value ($000) $70,672 Shares 394,596 Est. Cost $142.13 Unrealized
KLAC Kla Corporation Com New 0.4%
Value ($000) $70,300 Shares 120,935 Est. Cost $358.58 Unrealized +42.5%
NXP Semiconductors NV 0.4%
Value ($000) $63,668 Shares 277,205 Est. Cost $199.92 Unrealized
BlackRock Inc 0.4%
Value ($000) $61,475 Shares 75,727 Est. Cost $483.92 Unrealized
JNJ Johnson & Johnson 0.3%
Value ($000) $57,378 Shares 366,069 Est. Cost $83.31 Unrealized +72.4%
ADI Analog Devices Inc 0.3%
Value ($000) $56,089 Shares 282,478 Est. Cost $138.06 Unrealized +24.7%
FAST Fastenal Co 0.3%
Value ($000) $55,146 Shares 851,420 Est. Cost $22.46 Unrealized +27.7%
AFG American Financial Group Inc O 0.3%
Value ($000) $50,310 Shares 423,162 Est. Cost $97.53 Unrealized -0.8%
Crown Castle Inc 0.3%
Value ($000) $49,714 Shares 431,582 Est. Cost $129.29 Unrealized
SNA Snap On Inc 0.3%
Value ($000) $45,578 Shares 157,796 Est. Cost $221.95 Unrealized +14.9%
CSL Carlisle Cos Inc 0.3%
Value ($000) $44,045 Shares 140,975 Est. Cost $239.26 Unrealized +12.3%
HUBB Hubbell Inc 0.3%
Value ($000) $43,528 Shares 132,331 Est. Cost $156.00 Unrealized +87.4%
Eversource Energy 0.2%
Value ($000) $40,368 Shares 654,056 Est. Cost $80.81 Unrealized
Dell Technologies Inc Cl C 0.2%
Value ($000) $39,849 Shares 520,900 Est. Cost $76.50 Unrealized
NKE Nike Inc Cl B 0.2%
Value ($000) $39,315 Shares 362,118 Est. Cost $44.22 Unrealized +132.9%
HON Honeywell Intl Inc 0.2%
Value ($000) $37,680 Shares 179,677 Est. Cost $107.12 Unrealized +60.9%
UNP Union Pacific Corp 0.2%
Value ($000) $37,514 Shares 152,732 Est. Cost $174.69 Unrealized +19.8%
RPM RPM Intl Inc 0.2%
Value ($000) $36,162 Shares 323,943 Est. Cost $49.78 Unrealized +102.9%
IPAR Inter Parfums Inc 0.2%
Value ($000) $34,300 Shares 238,175 Est. Cost $88.01 Unrealized +48.4%
Otis Worldwide Corp 0.2%
Value ($000) $34,181 Shares 382,036 Est. Cost $81.00 Unrealized
Amdocs Ltd 0.2%
Value ($000) $33,162 Shares 377,316 Est. Cost $79.93 Unrealized
ECL Ecolab Inc 0.2%
Value ($000) $29,420 Shares 148,322 Est. Cost $77.80 Unrealized +126.0%
Quest Diagnostics Inc 0.2%
Value ($000) $29,362 Shares 212,951 Est. Cost $124.55 Unrealized
CME Group Inc Cl A 0.2%
Value ($000) $29,280 Shares 139,030 Est. Cost $210.60 Unrealized
Victory Cap Holdings Inc Cl A 0.2%
Value ($000) $28,333 Shares 822,668 Est. Cost $28.03 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $27,382 Shares 236,259 Est. Cost $98.06 Unrealized +8.1%
Blackstone Inc Com 0.2%
Value ($000) $27,284 Shares 208,399 Est. Cost $63.41 Unrealized
Targa Resources Corp 0.2%
Value ($000) $27,185 Shares 312,937 Est. Cost $81.34 Unrealized
CSGS CSG Systems Intl Inc 0.2%
Value ($000) $27,070 Shares 508,748 Est. Cost $46.73 Unrealized +4.4%
Perrigo Co PLC 0.2%
Value ($000) $27,017 Shares 839,558 Est. Cost $36.02 Unrealized
Insperity Inc 0.2%
Value ($000) $26,649 Shares 227,339 Est. Cost $106.47 Unrealized
Hp Inc 0.2%
Value ($000) $26,515 Shares 881,188 Est. Cost $29.67 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $26,125 Shares 107,146 Est. Cost $96.67 Unrealized +144.7%
LHX L3Harris Technologies Inc 0.2%
Value ($000) $25,561 Shares 121,361 Est. Cost $187.60 Unrealized -4.1%
MDC Holdings Inc 0.1%
Value ($000) $23,767 Shares 430,168 Est. Cost $35.29 Unrealized
Johnson Controls Intl PLC 0.1%
Value ($000) $23,560 Shares 408,741 Est. Cost $53.21 Unrealized
NetApp Inc 0.1%
Value ($000) $22,292 Shares 252,863 Est. Cost $64.08 Unrealized
HOMB Home Bancshares Inc 0.1%
Value ($000) $22,183 Shares 875,757 Est. Cost $22.33 Unrealized -0.2%
NiSource Inc 0.1%
Value ($000) $21,903 Shares 824,955 Est. Cost $26.75 Unrealized
ADC Agree Realty Corp 0.1%
Value ($000) $21,772 Shares 345,863 Est. Cost $68.02 Unrealized
AVY Avery Dennison Corp 0.1%
Value ($000) $21,592 Shares 106,805 Est. Cost $144.41 Unrealized +24.3%
Target Corp 0.1%
Value ($000) $21,474 Shares 150,778 Est. Cost $121.58 Unrealized
Terreno Realty Corp 0.1%
Value ($000) $21,471 Shares 342,603 Est. Cost $59.13 Unrealized
First Interstate Banc Sys Inc 0.1%
Value ($000) $21,461 Shares 697,916 Est. Cost $38.04 Unrealized
MZTI Lancaster Colony Corp 0.1%
Value ($000) $20,850 Shares 125,307 Est. Cost $161.66 Unrealized +3.9%
HSY Hershey Co 0.1%
Value ($000) $20,736 Shares 111,220 Est. Cost $195.81 Unrealized -9.3%
PKG Packaging Corp America 0.1%
Value ($000) $19,940 Shares 122,399 Est. Cost $133.95 Unrealized +11.1%
MKC McCormick & Co Inc Non Vtg 0.1%
Value ($000) $19,534 Shares 285,504 Est. Cost $62.80 Unrealized -1.4%
CMS CMS Energy Corp 0.1%
Value ($000) $18,765 Shares 323,153 Est. Cost $56.06 Unrealized -6.7%
AVT Avnet Inc 0.1%
Value ($000) $18,216 Shares 361,423 Est. Cost $41.32 Unrealized +8.8%
EMR Emerson Electric Co 0.1%
Value ($000) $17,796 Shares 182,846 Est. Cost $42.29 Unrealized +108.3%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $17,440 Shares 48,899 Est. Cost $144.73 Unrealized +142.5%
INTC Intel Corp 0.1%
Value ($000) $17,049 Shares 339,274 Est. Cost $17.63 Unrealized +127.1%
Nexstar Media Group Inc Cl A 0.1%
Value ($000) $16,295 Shares 103,958 Est. Cost $134.86 Unrealized
Avient Corporation Com 0.1%
Value ($000) $15,741 Shares 378,669 Est. Cost $39.80 Unrealized
MarketAxess Holdings Inc 0.1%
Value ($000) $15,692 Shares 53,583 Est. Cost $222.02 Unrealized
LNT Alliant Energy Corp 0.1%
Value ($000) $15,366 Shares 299,534 Est. Cost $49.38 Unrealized -5.9%
Enbridge Inc 0.1%
Value ($000) $15,359 Shares 426,404 Est. Cost $36.87 Unrealized
CHD Church & Dwight Inc 0.1%
Value ($000) $14,145 Shares 149,586 Est. Cost $35.97 Unrealized +148.1%
FFBC First Financial Bancorp OH 0.1%
Value ($000) $13,916 Shares 585,952 Est. Cost $20.29 Unrealized -6.0%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $12,651 Shares 85,824 Est. Cost $119.24 Unrealized -1.2%
CBOE Global Mkts Inc 0.1%
Value ($000) $12,504 Shares 70,028 Est. Cost $178.56 Unrealized
CAG Conagra Brands Inc 0.1%
Value ($000) $12,207 Shares 425,914 Est. Cost $29.43 Unrealized -15.4%
iShares Core MSCI EAFE 0.1%
Value ($000) $11,808 Shares 167,848 Est. Cost $66.21 Unrealized
LOW Lowes Cos Inc 0.1%
Value ($000) $11,225 Shares 50,436 Est. Cost $58.69 Unrealized +231.8%
Medtronic PLC 0.1%
Value ($000) $11,048 Shares 134,116 Est. Cost $91.99 Unrealized
Equity Lifestyle Properties In 0.1%
Value ($000) $11,022 Shares 156,254 Est. Cost $75.21 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $10,829 Shares 19,863 Est. Cost $162.93 Unrealized +211.8%
NSRGY Nestle SA Sp ADR 0.1%
Value ($000) $10,526 Shares 90,853 Est. Cost $68.43 Unrealized
Novartis AG Sp ADR 0.1%
Value ($000) $10,483 Shares 103,818 Est. Cost $75.54 Unrealized
Penske Automotive Group Inc 0.1%
Value ($000) $10,091 Shares 62,867 Est. Cost $107.09 Unrealized
DOV Dover Corp 0.1%
Value ($000) $9,840 Shares 63,978 Est. Cost $56.71 Unrealized +141.0%
Visa Inc Cl A 0.1%
Value ($000) $9,682 Shares 37,189 Est. Cost $180.77 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $9,409 Shares 70,830 Est. Cost $48.87 Unrealized +151.1%
US Physical Therapy Inc 0.1%
Value ($000) $9,343 Shares 100,315 Est. Cost $91.78 Unrealized
Chemed Corp 0.1%
Value ($000) $9,027 Shares 15,438 Est. Cost $443.18 Unrealized
Ensign Group Inc 0.1%
Value ($000) $8,870 Shares 79,046 Est. Cost $60.42 Unrealized
Alphabet Inc Cap Stock Cl C 0.0%
Value ($000) $8,231 Shares 58,405 Est. Cost $144.46 Unrealized
DIS Disney Walt Co Disney 0.0%
Value ($000) $8,102 Shares 89,733 Est. Cost $64.42 Unrealized +33.8%
Plains Group Hlgs LP A 0.0%
Value ($000) $8,046 Shares 504,436 Est. Cost $15.73 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $7,886 Shares 35,067 Est. Cost $68.32 Unrealized +240.1%
RMD ResMed Inc 0.0%
Value ($000) $7,341 Shares 42,675 Est. Cost $49.85 Unrealized +202.3%
Alphabet Inc Cap Stock Cl A 0.0%
Value ($000) $7,251 Shares 51,909 Est. Cost $144.87 Unrealized
SON Sonoco Prods Co 0.0%
Value ($000) $7,199 Shares 128,848 Est. Cost $49.38 Unrealized +0.4%
LMAT Lemaitre Vascular Inc 0.0%
Value ($000) $7,129 Shares 125,599 Est. Cost $31.02 Unrealized +65.8%
VEU Vanguard All World ex-US 0.0%
Value ($000) $6,948 Shares 123,768 Est. Cost $50.12 Unrealized
FSS Federal Signal Corp 0.0%
Value ($000) $6,894 Shares 89,833 Est. Cost $24.86 Unrealized +165.0%
BCPC Balchem Corp 0.0%
Value ($000) $6,851 Shares 46,058 Est. Cost $60.34 Unrealized +108.4%
CW Curtiss Wright Corp 0.0%
Value ($000) $6,745 Shares 30,273 Est. Cost $145.81 Unrealized +42.7%
UFP INDUSTRIES INC COM 0.0%
Value ($000) $6,426 Shares 51,185 Est. Cost $49.35 Unrealized
Tetra Tech Inc 0.0%
Value ($000) $6,401 Shares 38,346 Est. Cost $94.10 Unrealized
Zoetis Inc Cl A 0.0%
Value ($000) $6,386 Shares 32,355 Est. Cost $127.32 Unrealized
WKC World Kinect Corporation 0.0%
Value ($000) $6,294 Shares 276,280 Est. Cost $27.12 Unrealized -22.5%
WMT Wal-Mart Inc 0.0%
Value ($000) $6,084 Shares 38,594 Est. Cost $31.35 Unrealized +64.7%
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $5,969 Shares 11 Est. Cost $268384.97 Unrealized +98.9%
Carrier Global Corporation Com 0.0%
Value ($000) $5,813 Shares 101,182 Est. Cost $22.74 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $5,691 Shares 38,912 Est. Cost $80.05 Unrealized +58.9%
Kenvue Inc 0.0%
Value ($000) $5,662 Shares 262,992 Est. Cost $20.15 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $5,460 Shares 429,273 Est. Cost $11.47 Unrealized -13.0%
TFX Teleflex Inc 0.0%
Value ($000) $5,319 Shares 21,332 Est. Cost $110.18 Unrealized +90.5%
Enpro Inc Com 0.0%
Value ($000) $5,293 Shares 33,769 Est. Cost $91.96 Unrealized
Comcast Corp Cl A 0.0%
Value ($000) $5,241 Shares 119,526 Est. Cost $38.39 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $5,204 Shares 31,848 Est. Cost $58.18 Unrealized +155.9%
GWW Grainger W W Inc 0.0%
Value ($000) $5,028 Shares 6,068 Est. Cost $378.39 Unrealized +99.9%
FITB Fifth Third Bancorp 0.0%
Value ($000) $4,876 Shares 141,368 Est. Cost $12.31 Unrealized +107.6%
MSA Msa Safety Inc 0.0%
Value ($000) $4,853 Shares 28,742 Est. Cost $109.61 Unrealized +48.4%
AAON AAON Inc 0.0%
Value ($000) $4,763 Shares 64,481 Est. Cost $43.11 Unrealized +41.8%
Costco Wholesale Corp 0.0%
Value ($000) $4,762 Shares 7,214 Est. Cost $309.38 Unrealized
WFC Wells Fargo Co 0.0%
Value ($000) $4,601 Shares 93,475 Est. Cost $38.45 Unrealized +6.7%
Innospec Inc 0.0%
Value ($000) $4,437 Shares 36,001 Est. Cost $102.09 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $4,407 Shares 29,005 Est. Cost $121.38 Unrealized +15.5%
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $4,352 Shares 10,738 Est. Cost $127.65 Unrealized +53.4%
MasterCard Incorporated Cl A 0.0%
Value ($000) $4,318 Shares 10,125 Est. Cost $247.35 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $4,247 Shares 6,733 Est. Cost $115.84 Unrealized +343.6%
POWI Power Integrations Inc 0.0%
Value ($000) $3,940 Shares 47,980 Est. Cost $59.94 Unrealized +23.9%
Intuitive Surgical Inc 0.0%
Value ($000) $3,932 Shares 11,656 Est. Cost $399.77 Unrealized
Kinsale Cap Group Inc 0.0%
Value ($000) $3,897 Shares 11,637 Est. Cost $103.20 Unrealized
Genpact Limited 0.0%
Value ($000) $3,822 Shares 110,119 Est. Cost $37.60 Unrealized
CPK Chesapeake Utilities Corp 0.0%
Value ($000) $3,769 Shares 35,685 Est. Cost $93.07 Unrealized -2.4%
Universal Display Corp 0.0%
Value ($000) $3,547 Shares 18,544 Est. Cost $151.29 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $3,419 Shares 12,777 Est. Cost $258.92 Unrealized -7.5%
Linde PLC 0.0%
Value ($000) $3,292 Shares 8,016 Est. Cost $355.84 Unrealized
Duke Energy Corp 0.0%
Value ($000) $3,253 Shares 33,527 Est. Cost $82.95 Unrealized
Oracle Corp 0.0%
Value ($000) $3,239 Shares 30,725 Est. Cost $54.74 Unrealized
Energy Transfer LP 0.0%
Value ($000) $3,154 Shares 228,569 Est. Cost $12.83 Unrealized
Texas Pacific Land Corporation 0.0%
Value ($000) $3,145 Shares 2,000 Est. Cost $727.00 Unrealized
Interpublic Group Cos Inc 0.0%
Value ($000) $2,975 Shares 91,161 Est. Cost $32.26 Unrealized -14.4%
Valero Energy Corp 0.0%
Value ($000) $2,866 Shares 22,046 Est. Cost $95.24 Unrealized
DCI Donaldson Inc 0.0%
Value ($000) $2,829 Shares 43,286 Est. Cost $30.37 Unrealized +93.5%
ATR AptarGroup Inc 0.0%
Value ($000) $2,533 Shares 20,491 Est. Cost $47.84 Unrealized +155.3%
Meta Platforms Inc Cl A 0.0%
Value ($000) $2,420 Shares 6,838 Est. Cost $187.43 Unrealized
American Tower Corp 0.0%
Value ($000) $2,380 Shares 11,023 Est. Cost $231.40 Unrealized
Bwx Technologies Inc 0.0%
Value ($000) $2,375 Shares 30,959 Est. Cost $60.22 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $2,374 Shares 31,512 Est. Cost $61.79 Unrealized
CLX Clorox Co 0.0%
Value ($000) $2,370 Shares 16,624 Est. Cost $66.76 Unrealized +85.8%
PFE Pfizer Inc 0.0%
Value ($000) $2,361 Shares 81,991 Est. Cost $25.81 Unrealized +2.3%
UTZ Utz Brands Inc Cl A 0.0%
Value ($000) $2,332 Shares 143,600 Est. Cost $21.96 Unrealized -39.9%
Agilent Technologies Inc 0.0%
Value ($000) $2,322 Shares 16,705 Est. Cost $100.42 Unrealized
D R Horton Inc 0.0%
Value ($000) $2,308 Shares 15,185 Est. Cost $42.78 Unrealized
KR Kroger Co 0.0%
Value ($000) $2,304 Shares 50,413 Est. Cost $24.40 Unrealized +73.7%
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $2,293 Shares 34,850 Est. Cost $55.98 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $2,265 Shares 9,583 Est. Cost $85.05 Unrealized +135.3%
Verizon Communications Inc 0.0%
Value ($000) $2,255 Shares 59,806 Est. Cost $53.88 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $2,226 Shares 43,385 Est. Cost $31.33 Unrealized +50.1%
NVIDIA Corp 0.0%
Value ($000) $2,184 Shares 4,410 Est. Cost $226.32 Unrealized
EOG Resources Inc 0.0%
Value ($000) $2,129 Shares 17,600 Est. Cost $124.44 Unrealized
LyondellBasell Industries NV A 0.0%
Value ($000) $2,011 Shares 21,155 Est. Cost $94.65 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $1,973 Shares 20,971 Est. Cost $63.50 Unrealized +31.8%
W P Carey Inc 0.0%
Value ($000) $1,922 Shares 29,656 Est. Cost $67.54 Unrealized
Coherent Corp Com 0.0%
Value ($000) $1,908 Shares 43,829 Est. Cost $35.85 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $1,867 Shares 15,362 Est. Cost $80.04 Unrealized +39.0%
Diageo PLC Sp ADR 0.0%
Value ($000) $1,831 Shares 12,567 Est. Cost $148.33 Unrealized
Exponent Inc 0.0%
Value ($000) $1,791 Shares 20,339 Est. Cost $85.90 Unrealized
VIGI Vanguard Intl Dvd ETF 0.0%
Value ($000) $1,760 Shares 22,183 Est. Cost $74.43 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $1,747 Shares 3,291 Est. Cost $309.41 Unrealized +55.4%
SCL Stepan Co 0.0%
Value ($000) $1,742 Shares 18,426 Est. Cost $89.82 Unrealized -11.1%
Truist Financial Corp 0.0%
Value ($000) $1,730 Shares 46,856 Est. Cost $48.46 Unrealized
Applied Industrial Technologie 0.0%
Value ($000) $1,727 Shares 10,000 Est. Cost $70.34 Unrealized
CNMD Conmed Corp 0.0%
Value ($000) $1,690 Shares 15,434 Est. Cost $83.80 Unrealized +20.6%
Steris PLC SHS USD 0.0%
Value ($000) $1,689 Shares 7,684 Est. Cost $129.98 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $1,684 Shares 12,158 Est. Cost $65.15 Unrealized +97.2%
CL Colgate Palmolive Co 0.0%
Value ($000) $1,671 Shares 20,967 Est. Cost $48.83 Unrealized +46.9%
PRGS Progress Software Corp 0.0%
Value ($000) $1,664 Shares 30,637 Est. Cost $41.23 Unrealized +28.6%
NDSN Nordson Corp 0.0%
Value ($000) $1,542 Shares 5,838 Est. Cost $169.08 Unrealized +33.3%
GIS General Mills Inc 0.0%
Value ($000) $1,470 Shares 22,560 Est. Cost $34.81 Unrealized +71.0%
SJM Smucker J M Co 0.0%
Value ($000) $1,464 Shares 11,583 Est. Cost $101.52 Unrealized +5.2%
Paypal Holdings Inc 0.0%
Value ($000) $1,460 Shares 23,772 Est. Cost $65.48 Unrealized
3M Co 0.0%
Value ($000) $1,433 Shares 13,109 Est. Cost $187.65 Unrealized
CSX CSX Corp 0.0%
Value ($000) $1,422 Shares 41,011 Est. Cost $25.50 Unrealized +21.0%
IBM Intl Business Machines 0.0%
Value ($000) $1,355 Shares 8,284 Est. Cost $115.91 Unrealized +22.1%
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value ($000) $1,353 Shares 32,922 Est. Cost $41.24 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,322 Shares 4,472 Est. Cost $99.38 Unrealized +152.8%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $1,253 Shares 21,947 Est. Cost $33.71 Unrealized +61.4%
Encompass Health Corp 0.0%
Value ($000) $1,242 Shares 18,608 Est. Cost $60.84 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $1,212 Shares 3,886 Est. Cost $230.96 Unrealized +14.3%
Constellation Brands Inc Cl A 0.0%
Value ($000) $1,185 Shares 4,900 Est. Cost $199.07 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $1,171 Shares 12,990 Est. Cost $47.13 Unrealized +63.3%
CVS CVS Health Corp 0.0%
Value ($000) $1,118 Shares 14,153 Est. Cost $72.01 Unrealized -9.2%
GILD Gilead Sciences Inc 0.0%
Value ($000) $1,085 Shares 13,390 Est. Cost $63.51 Unrealized +13.7%
First Industrial Realty Trust 0.0%
Value ($000) $1,059 Shares 20,097 Est. Cost $52.64 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $1,058 Shares 40,528 Est. Cost $75.03 Unrealized
WST West Pharmaceutical Svsc Inc 0.0%
Value ($000) $1,030 Shares 2,926 Est. Cost $135.09 Unrealized +160.4%
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $1,018 Shares 8,361 Est. Cost $113.15 Unrealized
HMN Horace Mann Educators Corp 0.0%
Value ($000) $992 Shares 30,337 Est. Cost $37.21 Unrealized -13.8%
MCO Moodys Corp 0.0%
Value ($000) $987 Shares 2,527 Est. Cost $74.98 Unrealized +355.8%
TSM Taiwan Semiconductor Mfg Ltd S 0.0%
Value ($000) $970 Shares 9,330 Est. Cost $64.42 Unrealized
Fortive Corp 0.0%
Value ($000) $944 Shares 12,820 Est. Cost $69.61 Unrealized
Mesa Laboratories Inc 0.0%
Value ($000) $942 Shares 8,988 Est. Cost $140.08 Unrealized
Pool Corporation 0.0%
Value ($000) $934 Shares 2,342 Est. Cost $253.77 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $924 Shares 23,525 Est. Cost $31.78 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $917 Shares 19,160 Est. Cost $23.70 Unrealized
DE Deere & Co 0.0%
Value ($000) $912 Shares 2,281 Est. Cost $335.93 Unrealized +8.7%
OKE Oneok Inc 0.0%
Value ($000) $903 Shares 12,863 Est. Cost $47.55 Unrealized +26.9%
iShares Core MSCI Emerg Mkt 0.0%
Value ($000) $893 Shares 17,656 Est. Cost $57.21 Unrealized
XYZ Block Inc Cl A 0.0%
Value ($000) $882 Shares 11,401 Est. Cost $56.54 Unrealized 0.0%
Tesla Inc 0.0%
Value ($000) $853 Shares 3,433 Est. Cost $250.27 Unrealized
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value ($000) $810 Shares 16,908 Est. Cost $44.31 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $796 Shares 3,064 Est. Cost $102.36 Unrealized +128.8%
SSD Simpson Manufacturing Co Inc 0.0%
Value ($000) $762 Shares 3,850 Est. Cost $45.31 Unrealized +244.9%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $741 Shares 6,852 Est. Cost $63.56 Unrealized +44.8%
Altria Group Inc 0.0%
Value ($000) $723 Shares 17,929 Est. Cost $48.24 Unrealized
INTU Intuit 0.0%
Value ($000) $710 Shares 1,136 Est. Cost $389.47 Unrealized +39.8%
Goldman Sachs Group Inc 0.0%
Value ($000) $697 Shares 1,807 Est. Cost $343.38 Unrealized
GE General Electric Co 0.0%
Value ($000) $694 Shares 5,435 Est. Cost $66.07 Unrealized +38.4%
HEI Heico Corp 0.0%
Value ($000) $684 Shares 3,823 Est. Cost $86.12 Unrealized +96.6%
Alcon Inc 0.0%
Value ($000) $679 Shares 8,697 Est. Cost $62.05 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $676 Shares 16,800 Est. Cost $37.88 Unrealized -6.5%
DHR Danaher Corp 0.0%
Value ($000) $661 Shares 2,858 Est. Cost $71.22 Unrealized +195.3%
SLP Simulations Plus Inc 0.0%
Value ($000) $649 Shares 14,500 Est. Cost $24.38 Unrealized +61.8%
IDEX Corp 0.0%
Value ($000) $619 Shares 2,850 Est. Cost $151.76 Unrealized
SO Southern Co 0.0%
Value ($000) $610 Shares 8,701 Est. Cost $38.80 Unrealized +64.3%
Canadian Pacific Kansas City C 0.0%
Value ($000) $610 Shares 7,714 Est. Cost $76.94 Unrealized
AT&T Inc 0.0%
Value ($000) $600 Shares 35,782 Est. Cost $25.14 Unrealized
One Gas Inc 0.0%
Value ($000) $591 Shares 9,280 Est. Cost $75.30 Unrealized
EPP iShares MSCI Pac Jp ETF 0.0%
Value ($000) $587 Shares 13,530 Est. Cost $43.24 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $568 Shares 17,400 Est. Cost $15.37 Unrealized +101.0%
CE Celanese Corp Ser A 0.0%
Value ($000) $566 Shares 3,646 Est. Cost $103.58 Unrealized +23.0%
Fidelity Natl Information Serv 0.0%
Value ($000) $563 Shares 9,376 Est. Cost $86.85 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $559 Shares 7,650 Est. Cost $58.19 Unrealized +11.5%
Encora Inc Com 0.0%
Value ($000) $522 Shares 2,540 Est. Cost $185.56 Unrealized
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $510 Shares 4,705 Est. Cost $80.85 Unrealized +12.1%
MS Morgan Stanley 0.0%
Value ($000) $508 Shares 5,446 Est. Cost $63.27 Unrealized +18.2%
C H Robinson Worldwide Inc 0.0%
Value ($000) $490 Shares 5,670 Est. Cost $85.05 Unrealized
SCHW Schwab Charles Corp 0.0%
Value ($000) $484 Shares 7,035 Est. Cost $44.22 Unrealized +26.9%
SAP Sap SE Sp ADR 0.0%
Value ($000) $472 Shares 3,050 Est. Cost $92.90 Unrealized
Marathon Petroleum Corp 0.0%
Value ($000) $466 Shares 3,141 Est. Cost $77.70 Unrealized
CI The Cigna Group Com 0.0%
Value ($000) $461 Shares 1,539 Est. Cost $194.73 Unrealized +44.2%
FHN First Horizon Natl Corp 0.0%
Value ($000) $460 Shares 32,457 Est. Cost $21.53 Unrealized -48.1%
LUV Southwest Airlines Co 0.0%
Value ($000) $459 Shares 15,900 Est. Cost $40.90 Unrealized -39.5%
CGNX Cognex Corp 0.0%
Value ($000) $459 Shares 11,000 Est. Cost $41.24 Unrealized -8.4%
VSS Vanguard FTSE Small Cap ETF 0.0%
Value ($000) $450 Shares 3,909 Est. Cost $115.03 Unrealized
IFF International Flavors & Fragra 0.0%
Value ($000) $445 Shares 5,502 Est. Cost $72.73 Unrealized -5.4%
LKQ LKQ Corp 0.0%
Value ($000) $442 Shares 9,248 Est. Cost $43.71 Unrealized 0.0%
ConocoPhillips 0.0%
Value ($000) $419 Shares 3,609 Est. Cost $80.52 Unrealized
Edwards Lifesciences Corp 0.0%
Value ($000) $404 Shares 5,295 Est. Cost $76.25 Unrealized
PRMRF Paramount Resources Ltd Cl A 0.0%
Value ($000) $395 Shares 20,172 Est. Cost $12.53 Unrealized -18.7%
BK Bank New York Mellon Corp 0.0%
Value ($000) $393 Shares 7,552 Est. Cost $23.87 Unrealized +82.9%
VXUS Vanguard Total Intl Stock F 0.0%
Value ($000) $387 Shares 6,685 Est. Cost $55.89 Unrealized
LSI Industries Inc 0.0%
Value ($000) $368 Shares 26,121 Est. Cost $6.37 Unrealized
MPLX LP 0.0%
Value ($000) $349 Shares 9,500 Est. Cost $33.27 Unrealized
McKesson Corp 0.0%
Value ($000) $343 Shares 741 Est. Cost $435.53 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $336 Shares 2,749 Est. Cost $61.71 Unrealized +67.5%
ServiceNow Inc 0.0%
Value ($000) $331 Shares 469 Est. Cost $411.27 Unrealized
Nutrien Ltd 0.0%
Value ($000) $328 Shares 5,826 Est. Cost $64.68 Unrealized
Check Point Software Tech Ltd 0.0%
Value ($000) $321 Shares 2,100 Est. Cost $97.62 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $306 Shares 9,539 Est. Cost $28.45 Unrealized +6.2%
DENTSPLY Sirona Inc 0.0%
Value ($000) $303 Shares 8,500 Est. Cost $43.77 Unrealized
DuPont de Nemours Inc 0.0%
Value ($000) $302 Shares 3,923 Est. Cost $68.89 Unrealized
Netflix Inc 0.0%
Value ($000) $301 Shares 619 Est. Cost $351.25 Unrealized
Hewlett Packard Enterprise Co 0.0%
Value ($000) $289 Shares 17,011 Est. Cost $14.84 Unrealized
Ferrari NV 0.0%
Value ($000) $288 Shares 850 Est. Cost $325.21 Unrealized
Adobe Systems Inc 0.0%
Value ($000) $272 Shares 456 Est. Cost $336.53 Unrealized
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $271 Shares 6,555 Est. Cost $47.31 Unrealized -22.2%
AMAT Applied Materials Inc 0.0%
Value ($000) $259 Shares 1,599 Est. Cost $140.40 Unrealized +2.7%
Synovus Financial Corp 0.0%
Value ($000) $259 Shares 6,874 Est. Cost $37.65 Unrealized
HAS Hasbro Inc 0.0%
Value ($000) $245 Shares 4,802 Est. Cost $63.53 Unrealized -27.5%
RGLD Royal Gold Inc 0.0%
Value ($000) $242 Shares 2,000 Est. Cost $113.01 Unrealized 0.0%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $219 Shares 800 Est. Cost $228.27 Unrealized 0.0%
Kimbell Royalty Partners LP 0.0%
Value ($000) $218 Shares 14,500 Est. Cost $16.60 Unrealized
Black Stone Minerals LP 0.0%
Value ($000) $215 Shares 13,500 Est. Cost $15.69 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $213 Shares 1,500 Est. Cost $118.40 Unrealized 0.0%
Ellington Financial Inc 0.0%
Value ($000) $159 Shares 12,500 Est. Cost $14.80 Unrealized
Agilon Health Inc 0.0%
Value ($000) $126 Shares 10,000 Est. Cost $16.14 Unrealized
Plug Power Inc 0.0%
Value ($000) $48 Shares 10,573 Est. Cost $4.72 Unrealized
NOK Nokia Corp Sp ADR 0.0%
Value ($000) $38 Shares 11,000 Est. Cost $5.07 Unrealized
Blue Water Biotech Inc 0.0%
Value ($000) $7 Shares 34,710 Est. Cost $0.93 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value ($000) $1 Shares 160,734 Est. Cost $0.10 Unrealized -87.2%