Bahl & Gaynor LLC Diversified Active

Location: Cincinnati, OH

CIK: 0000872259 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value: $17.96B (100.0% shares, 0.0% debt)

Holdings (338)

Broadcom Inc 4.5%
Value $811M Shares 612,157 Est. Cost $362.23 Unrealized
LLY Eli Lilly & Co 3.8%
Value $683M Shares 877,799 Est. Cost $165.10 Unrealized +325.5%
PG Procter & Gamble Co 3.8%
Value $681M Shares 4,197,616 Est. Cost $93.80 Unrealized +59.8%
MSFT Microsoft Corp 3.4%
Value $611M Shares 1,452,889 Est. Cost $52.06 Unrealized +666.9%
AbbVie Inc 3.3%
Value $600M Shares 3,294,272 Est. Cost $113.09 Unrealized
Merck & Co Inc 3.1%
Value $553M Shares 4,191,294 Est. Cost $86.12 Unrealized
HD Home Depot Inc 2.7%
Value $490M Shares 1,278,138 Est. Cost $167.00 Unrealized +108.7%
PEP PepsiCo Inc 2.5%
Value $453M Shares 2,587,186 Est. Cost $114.34 Unrealized +37.5%
CVX Chevron Corp 2.4%
Value $426M Shares 2,697,616 Est. Cost $111.72 Unrealized +24.4%
Eaton Corp PLC 2.3%
Value $410M Shares 1,310,618 Est. Cost $122.51 Unrealized
MDLZ Mondelez Intl Inc Cl A 2.3%
Value $406M Shares 5,793,498 Est. Cost $50.82 Unrealized +35.6%
MRSH Marsh & McLennan Cos Inc 2.1%
Value $384M Shares 1,863,556 Est. Cost $105.94 Unrealized +82.5%
Nextera Energy Inc 2.0%
Value $357M Shares 5,593,611 Est. Cost $85.99 Unrealized
PNC PNC Financial Services Group I 1.9%
Value $340M Shares 2,101,830 Est. Cost $120.19 Unrealized +17.4%
JPMorgan Chase & Co 1.9%
Value $336M Shares 1,674,988 Est. Cost $138.38 Unrealized
APD Air Prods & Chems Inc 1.8%
Value $328M Shares 1,352,934 Est. Cost $182.07 Unrealized +27.7%
TXN Texas Instruments Inc 1.8%
Value $327M Shares 1,878,993 Est. Cost $102.36 Unrealized +54.2%
MCD McDonalds Corp 1.8%
Value $323M Shares 1,146,998 Est. Cost $179.08 Unrealized +55.2%
SRE Sempra 1.7%
Value $310M Shares 4,316,950 Est. Cost $62.79 Unrealized +7.2%
USB US Bancorp Del 1.5%
Value $276M Shares 6,168,208 Est. Cost $35.55 Unrealized +8.7%
WMB Williams Cos Inc 1.5%
Value $275M Shares 7,046,096 Est. Cost $28.66 Unrealized +15.1%
PSX Phillips 66 1.5%
Value $271M Shares 1,660,427 Est. Cost $92.37 Unrealized +46.1%
LMT Lockheed Martin Corp 1.4%
Value $259M Shares 570,400 Est. Cost $302.19 Unrealized +37.6%
ProLogis Inc 1.4%
Value $248M Shares 1,903,518 Est. Cost $106.72 Unrealized
ADP Automatic Data Processing Inc 1.4%
Value $244M Shares 978,920 Est. Cost $137.59 Unrealized +70.3%
Travelers Companies Inc 1.3%
Value $230M Shares 997,396 Est. Cost $173.12 Unrealized
Broadridge Financial Solutions 1.3%
Value $226M Shares 1,102,233 Est. Cost $130.56 Unrealized
SBUX Starbucks Corp 1.3%
Value $225M Shares 2,459,947 Est. Cost $60.75 Unrealized +45.9%
ABT Abbott Laboratories 1.1%
Value $205M Shares 1,803,326 Est. Cost $63.93 Unrealized +73.3%
ITW Illinois Tool Works Inc 1.1%
Value $203M Shares 755,876 Est. Cost $116.32 Unrealized +112.9%
PAYX Paychex Inc 1.1%
Value $195M Shares 1,589,781 Est. Cost $72.68 Unrealized +57.8%
Cisco Systems Inc 1.1%
Value $189M Shares 3,795,697 Est. Cost $45.82 Unrealized
O Realty Income Corp 1.0%
Value $184M Shares 3,405,973 Est. Cost $51.43 Unrealized -5.4%
AMGN Amgen Inc 1.0%
Value $174M Shares 612,809 Est. Cost $194.47 Unrealized +42.0%
CDW Corp 0.9%
Value $157M Shares 612,182 Est. Cost $129.07 Unrealized
Accenture PLC Ireland Class A 0.9%
Value $155M Shares 448,186 Est. Cost $188.56 Unrealized
Dell Technologies Inc Cl C 0.9%
Value $154M Shares 1,353,044 Est. Cost $99.63 Unrealized
Keurig Dr Pepper Inc 0.9%
Value $154M Shares 5,030,689 Est. Cost $35.37 Unrealized
QCOM Qualcomm Inc 0.8%
Value $147M Shares 870,992 Est. Cost $116.65 Unrealized +27.3%
CTAS Cintas Corp 0.8%
Value $144M Shares 209,421 Est. Cost $32.42 Unrealized +367.8%
AAPL Apple Inc 0.8%
Value $143M Shares 835,600 Est. Cost $92.11 Unrealized +95.7%
MSI Motorola Solutions Inc 0.7%
Value $135M Shares 379,178 Est. Cost $181.85 Unrealized +77.4%
UPS United Parcel Service Inc Cl B 0.7%
Value $133M Shares 896,447 Est. Cost $150.37 Unrealized -9.3%
TJX TJX Cos Inc 0.7%
Value $128M Shares 1,262,312 Est. Cost $69.01 Unrealized +37.1%
CINF Cincinnati Financial Corp 0.7%
Value $125M Shares 1,008,406 Est. Cost $70.41 Unrealized +52.8%
HIG Hartford Financial Services Gr 0.7%
Value $122M Shares 1,188,733 Est. Cost $72.92 Unrealized +21.7%
UnitedHealth Group Inc 0.6%
Value $112M Shares 227,315 Est. Cost $363.72 Unrealized
SYK Stryker Corp 0.6%
Value $112M Shares 312,178 Est. Cost $106.99 Unrealized +208.8%
BAC Bank America Corp 0.6%
Value $111M Shares 2,939,218 Est. Cost $28.45 Unrealized +15.3%
BAH Booz Allen Hamilton Holding Co 0.6%
Value $109M Shares 731,393 Est. Cost $91.76 Unrealized +47.3%
CME Group Inc Cl A 0.6%
Value $107M Shares 496,316 Est. Cost $213.98 Unrealized
GLW Corning Inc 0.6%
Value $104M Shares 3,141,071 Est. Cost $31.99 Unrealized -4.8%
WSO Watsco Inc 0.6%
Value $99.63M Shares 230,643 Est. Cost $221.63 Unrealized +81.3%
Exxon Mobil Corp 0.5%
Value $97.17M Shares 835,976 Est. Cost $98.86 Unrealized
KO Coca-Cola Co 0.5%
Value $95.56M Shares 1,561,987 Est. Cost $43.25 Unrealized +31.1%
Waste Management Inc 0.5%
Value $89.34M Shares 419,123 Est. Cost $146.29 Unrealized
Wec Energy Group Inc 0.5%
Value $82.62M Shares 1,006,120 Est. Cost $79.99 Unrealized
Evercore Inc Class A 0.5%
Value $81.82M Shares 424,864 Est. Cost $104.38 Unrealized
NOC Northrop Grumman Corp 0.4%
Value $80.07M Shares 167,282 Est. Cost $353.81 Unrealized +26.0%
FAST Fastenal Co 0.4%
Value $79.88M Shares 1,035,577 Est. Cost $24.51 Unrealized +38.7%
KLAC Kla Corporation Com New 0.4%
Value $79.8M Shares 114,229 Est. Cost $358.58 Unrealized +76.2%
Rtx Corporation Com 0.4%
Value $79.76M Shares 817,778 Est. Cost $92.26 Unrealized
Kinder Morgan Inc 0.4%
Value $72.6M Shares 3,958,362 Est. Cost $17.29 Unrealized
NXP Semiconductors NV 0.4%
Value $68.44M Shares 276,232 Est. Cost $199.92 Unrealized
AFG American Financial Group Inc O 0.3%
Value $61.84M Shares 453,084 Est. Cost $98.31 Unrealized +11.3%
BlackRock Inc 0.3%
Value $59.73M Shares 71,643 Est. Cost $483.92 Unrealized
CSL Carlisle Cos Inc 0.3%
Value $59.39M Shares 151,556 Est. Cost $245.72 Unrealized +35.1%
SNA Snap On Inc 0.3%
Value $58.36M Shares 197,005 Est. Cost $231.49 Unrealized +16.6%
Targa Resources Corp 0.3%
Value $58.11M Shares 518,865 Est. Cost $93.51 Unrealized
HUBB Hubbell Inc 0.3%
Value $57.86M Shares 139,403 Est. Cost $166.00 Unrealized +112.8%
ADI Analog Devices Inc 0.3%
Value $57.45M Shares 290,480 Est. Cost $139.39 Unrealized +33.6%
JNJ Johnson & Johnson 0.3%
Value $56.63M Shares 357,988 Est. Cost $83.31 Unrealized +80.3%
GD General Dynamics Corp 0.3%
Value $47.59M Shares 168,461 Est. Cost $255.17 Unrealized +1.1%
Victory Cap Holdings Inc Cl A 0.3%
Value $47.14M Shares 1,110,948 Est. Cost $31.77 Unrealized
Otis Worldwide Corp 0.2%
Value $39.97M Shares 402,590 Est. Cost $81.94 Unrealized
RPM RPM Intl Inc 0.2%
Value $39.34M Shares 330,686 Est. Cost $51.03 Unrealized +117.9%
UNP Union Pacific Corp 0.2%
Value $37.95M Shares 154,311 Est. Cost $175.31 Unrealized +34.4%
Amdocs Ltd 0.2%
Value $36.64M Shares 405,487 Est. Cost $80.66 Unrealized
HON Honeywell Intl Inc 0.2%
Value $36.02M Shares 175,469 Est. Cost $107.12 Unrealized +68.7%
IPAR Inter Parfums Inc 0.2%
Value $35.47M Shares 252,420 Est. Cost $91.03 Unrealized +55.6%
AVY Avery Dennison Corp 0.2%
Value $35.3M Shares 158,103 Est. Cost $162.47 Unrealized +23.1%
ECL Ecolab Inc 0.2%
Value $34.08M Shares 147,582 Est. Cost $77.80 Unrealized +167.3%
NKE Nike Inc Cl B 0.2%
Value $33.64M Shares 357,923 Est. Cost $44.22 Unrealized +121.2%
CBOE Global Mkts Inc 0.2%
Value $32.46M Shares 176,694 Est. Cost $181.68 Unrealized
PPL Corp 0.2%
Value $31.71M Shares 1,151,950 Est. Cost $27.53 Unrealized
Quest Diagnostics Inc 0.2%
Value $30.33M Shares 227,854 Est. Cost $125.11 Unrealized
PKG Packaging Corp America 0.2%
Value $29.55M Shares 155,711 Est. Cost $140.63 Unrealized +17.5%
Perrigo Co PLC 0.2%
Value $29.55M Shares 917,896 Est. Cost $35.69 Unrealized
ATO Atmos Energy Corp 0.2%
Value $29.12M Shares 244,991 Est. Cost $98.47 Unrealized +11.3%
Regions Financial Corp 0.2%
Value $28.83M Shares 1,370,368 Est. Cost $18.31 Unrealized
NiSource Inc 0.2%
Value $28.8M Shares 1,041,076 Est. Cost $26.94 Unrealized
Crown Castle Inc 0.2%
Value $27.89M Shares 263,495 Est. Cost $129.29 Unrealized
CMS CMS Energy Corp 0.2%
Value $27.84M Shares 461,409 Est. Cost $55.65 Unrealized -1.7%
MZTI Lancaster Colony Corp 0.2%
Value $27.8M Shares 133,907 Est. Cost $163.50 Unrealized +16.4%
Target Corp 0.1%
Value $26.68M Shares 150,542 Est. Cost $121.58 Unrealized
Blackstone Inc Com 0.1%
Value $26.64M Shares 202,799 Est. Cost $63.41 Unrealized
Hp Inc 0.1%
Value $26.63M Shares 881,194 Est. Cost $29.67 Unrealized
BDX Becton Dickinson & Co 0.1%
Value $25.71M Shares 103,898 Est. Cost $96.67 Unrealized +138.6%
LHX L3Harris Technologies Inc 0.1%
Value $25.52M Shares 119,768 Est. Cost $187.60 Unrealized +7.8%
Terreno Realty Corp 0.1%
Value $24.29M Shares 365,856 Est. Cost $59.59 Unrealized
HSY Hershey Co 0.1%
Value $23.26M Shares 119,576 Est. Cost $194.85 Unrealized -6.6%
NetApp Inc 0.1%
Value $22.82M Shares 217,375 Est. Cost $64.08 Unrealized
HOMB Home Bancshares Inc 0.1%
Value $22.73M Shares 924,973 Est. Cost $22.41 Unrealized +6.2%
CSGS CSG Systems Intl Inc 0.1%
Value $22.42M Shares 434,986 Est. Cost $46.73 Unrealized +6.5%
ADC Agree Realty Corp 0.1%
Value $21.25M Shares 372,084 Est. Cost $67.25 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $20.75M Shares 49,350 Est. Cost $144.73 Unrealized +171.8%
EMR Emerson Electric Co 0.1%
Value $20.46M Shares 180,350 Est. Cost $42.29 Unrealized +135.0%
MKC McCormick & Co Inc Non Vtg 0.1%
Value $20.26M Shares 263,785 Est. Cost $62.80 Unrealized +3.1%
AVT Avnet Inc 0.1%
Value $19.24M Shares 388,088 Est. Cost $41.54 Unrealized +7.3%
Avient Corporation Com 0.1%
Value $17.57M Shares 404,804 Est. Cost $40.03 Unrealized
Nexstar Media Group Inc Cl A 0.1%
Value $16.99M Shares 98,639 Est. Cost $134.86 Unrealized
Plains Group Hlgs LP A 0.1%
Value $16.82M Shares 921,467 Est. Cost $16.87 Unrealized
LNT Alliant Energy Corp 0.1%
Value $16.42M Shares 325,871 Est. Cost $49.11 Unrealized -6.1%
CHD Church & Dwight Inc 0.1%
Value $15.52M Shares 148,769 Est. Cost $35.97 Unrealized +171.9%
AMD Advanced Micro Devices Inc 0.1%
Value $15.47M Shares 85,737 Est. Cost $119.24 Unrealized +46.6%
Enbridge Inc 0.1%
Value $15.36M Shares 424,676 Est. Cost $36.87 Unrealized
INTC Intel Corp 0.1%
Value $14.89M Shares 336,998 Est. Cost $17.63 Unrealized +149.8%
TXRH Texas Roadhouse Inc 0.1%
Value $14.27M Shares 92,350 Est. Cost $131.01 Unrealized +1.6%
FFBC First Financial Bancorp OH 0.1%
Value $14.03M Shares 625,822 Est. Cost $20.32 Unrealized +1.9%
CAG Conagra Brands Inc 0.1%
Value $13.8M Shares 465,632 Est. Cost $29.11 Unrealized -11.7%
Insperity Inc 0.1%
Value $13.79M Shares 125,811 Est. Cost $106.47 Unrealized
iShares Core MSCI EAFE 0.1%
Value $13.4M Shares 180,590 Est. Cost $66.78 Unrealized
LOW Lowes Cos Inc 0.1%
Value $13.1M Shares 51,435 Est. Cost $61.87 Unrealized +258.9%
US Physical Therapy Inc 0.1%
Value $11.83M Shares 104,853 Est. Cost $92.69 Unrealized
DOV Dover Corp 0.1%
Value $11.31M Shares 63,819 Est. Cost $56.71 Unrealized +178.0%
ROP Roper Technologies Inc 0.1%
Value $11.11M Shares 19,805 Est. Cost $162.93 Unrealized +230.7%
FISV Fiserv Inc 0.1%
Value $10.98M Shares 68,705 Est. Cost $48.87 Unrealized +198.0%
Penske Automotive Group Inc 0.1%
Value $10.98M Shares 67,779 Est. Cost $111.07 Unrealized
Equity Lifestyle Properties In 0.1%
Value $10.84M Shares 168,317 Est. Cost $74.44 Unrealized
DIS Disney Walt Co Disney 0.1%
Value $10.74M Shares 87,802 Est. Cost $64.42 Unrealized +58.9%
MarketAxess Holdings Inc 0.1%
Value $10.61M Shares 48,394 Est. Cost $222.02 Unrealized
Visa Inc Cl A 0.1%
Value $10.52M Shares 37,685 Est. Cost $182.06 Unrealized
Meritage Homes Corp 0.1%
Value $10.49M Shares 59,761 Est. Cost $175.46 Unrealized
First Interstate Banc Sys Inc 0.1%
Value $10.07M Shares 370,096 Est. Cost $38.04 Unrealized
Novartis AG Sp ADR 0.1%
Value $9.964M Shares 103,010 Est. Cost $75.54 Unrealized
Chemed Corp 0.1%
Value $9.963M Shares 15,520 Est. Cost $443.18 Unrealized
Ensign Group Inc 0.1%
Value $9.914M Shares 79,685 Est. Cost $60.42 Unrealized
NSRGY Nestle SA Sp ADR 0.1%
Value $9.477M Shares 89,150 Est. Cost $68.43 Unrealized
Alphabet Inc Cap Stock Cl C 0.0%
Value $8.876M Shares 58,298 Est. Cost $144.46 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value $8.618M Shares 34,467 Est. Cost $68.32 Unrealized +246.0%
LMAT Lemaitre Vascular Inc 0.0%
Value $8.353M Shares 125,877 Est. Cost $31.02 Unrealized +95.6%
RMD ResMed Inc 0.0%
Value $8.322M Shares 42,024 Est. Cost $49.85 Unrealized +261.5%
CW Curtiss Wright Corp 0.0%
Value $8.182M Shares 31,969 Est. Cost $150.35 Unrealized +53.9%
SON Sonoco Prods Co 0.0%
Value $8.103M Shares 140,093 Est. Cost $49.63 Unrealized +5.8%
Alphabet Inc Cap Stock Cl A 0.0%
Value $8.084M Shares 53,562 Est. Cost $145.06 Unrealized
FSS Federal Signal Corp 0.0%
Value $7.675M Shares 90,431 Est. Cost $24.86 Unrealized +211.8%
Tetra Tech Inc 0.0%
Value $7.674M Shares 41,546 Est. Cost $101.08 Unrealized
BCPC Balchem Corp 0.0%
Value $7.101M Shares 45,829 Est. Cost $60.34 Unrealized +143.0%
WMT Wal-Mart Inc 0.0%
Value $6.984M Shares 116,069 Est. Cost $47.83 Unrealized +17.2%
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value $6.979M Shares 11 Est. Cost $268384.97 Unrealized +121.3%
VEU Vanguard All World ex-US 0.0%
Value $6.693M Shares 114,113 Est. Cost $50.12 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value $6.534M Shares 468,358 Est. Cost $11.51 Unrealized +3.7%
MSA Msa Safety Inc 0.0%
Value $6.419M Shares 33,156 Est. Cost $118.43 Unrealized +48.5%
Medtronic PLC 0.0%
Value $6.371M Shares 73,108 Est. Cost $91.99 Unrealized
UFP INDUSTRIES INC COM 0.0%
Value $6.321M Shares 51,389 Est. Cost $49.35 Unrealized
Kinsale Cap Group Inc 0.0%
Value $6.169M Shares 11,757 Est. Cost $107.51 Unrealized
AAON AAON Inc 0.0%
Value $6.135M Shares 69,634 Est. Cost $45.68 Unrealized +70.3%
Carrier Global Corporation Com 0.0%
Value $6.008M Shares 103,363 Est. Cost $23.49 Unrealized
GWW Grainger W W Inc 0.0%
Value $5.868M Shares 5,768 Est. Cost $378.39 Unrealized +142.5%
AMZN Amazon.com Inc 0.0%
Value $5.764M Shares 31,957 Est. Cost $125.59 Unrealized +32.9%
Enpro Inc Com 0.0%
Value $5.72M Shares 33,891 Est. Cost $91.96 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value $5.524M Shares 31,798 Est. Cost $58.18 Unrealized +185.2%
Kenvue Inc 0.0%
Value $5.499M Shares 256,248 Est. Cost $20.15 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value $5.471M Shares 35,494 Est. Cost $80.05 Unrealized +70.6%
WFC Wells Fargo Co 0.0%
Value $5.357M Shares 92,420 Est. Cost $38.45 Unrealized +30.3%
Costco Wholesale Corp 0.0%
Value $5.347M Shares 7,298 Est. Cost $314.25 Unrealized
FITB Fifth Third Bancorp 0.0%
Value $5.309M Shares 142,676 Est. Cost $12.31 Unrealized +163.0%
Zoetis Inc Cl A 0.0%
Value $5.106M Shares 30,177 Est. Cost $127.32 Unrealized
Comcast Corp Cl A 0.0%
Value $5.016M Shares 115,709 Est. Cost $38.39 Unrealized
WKC World Kinect Corporation 0.0%
Value $4.912M Shares 185,726 Est. Cost $27.12 Unrealized -12.4%
MasterCard Incorporated Cl A 0.0%
Value $4.753M Shares 9,869 Est. Cost $247.35 Unrealized
TFX Teleflex Inc 0.0%
Value $4.742M Shares 20,966 Est. Cost $110.18 Unrealized +112.0%
Innospec Inc 0.0%
Value $4.663M Shares 36,161 Est. Cost $102.09 Unrealized
Intuitive Surgical Inc 0.0%
Value $4.503M Shares 11,283 Est. Cost $399.77 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value $4.426M Shares 6,533 Est. Cost $115.84 Unrealized +467.7%
NVIDIA Corp 0.0%
Value $4.132M Shares 4,573 Est. Cost $250.46 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value $4.104M Shares 18,712 Est. Cost $161.07 Unrealized +27.9%
CPK Chesapeake Utilities Corp 0.0%
Value $3.884M Shares 36,195 Est. Cost $93.15 Unrealized +6.2%
Oracle Corp 0.0%
Value $3.828M Shares 30,472 Est. Cost $54.74 Unrealized
Valero Energy Corp 0.0%
Value $3.757M Shares 22,012 Est. Cost $95.24 Unrealized
Linde PLC 0.0%
Value $3.757M Shares 8,091 Est. Cost $355.84 Unrealized
Energy Transfer LP 0.0%
Value $3.595M Shares 228,569 Est. Cost $12.83 Unrealized
Meta Platforms Inc Cl A 0.0%
Value $3.572M Shares 7,357 Est. Cost $208.47 Unrealized
Texas Pacific Land Corporation 0.0%
Value $3.471M Shares 6,000 Est. Cost $628.01 Unrealized
POWI Power Integrations Inc 0.0%
Value $3.45M Shares 48,215 Est. Cost $59.94 Unrealized +21.0%
Duke Energy Corp 0.0%
Value $3.345M Shares 34,584 Est. Cost $83.37 Unrealized
Interpublic Group Cos Inc 0.0%
Value $3.251M Shares 99,642 Est. Cost $32.06 Unrealized -6.5%
Bwx Technologies Inc 0.0%
Value $3.237M Shares 31,546 Est. Cost $61.01 Unrealized
DCI Donaldson Inc 0.0%
Value $3.233M Shares 43,286 Est. Cost $30.37 Unrealized +117.1%
LFUS Littelfuse Inc 0.0%
Value $3.158M Shares 13,030 Est. Cost $258.56 Unrealized -7.1%
Universal Display Corp 0.0%
Value $3.141M Shares 18,645 Est. Cost $151.29 Unrealized
UTZ Utz Brands Inc Cl A 0.0%
Value $3.049M Shares 165,328 Est. Cost $21.41 Unrealized -16.9%
ATR AptarGroup Inc 0.0%
Value $2.941M Shares 20,441 Est. Cost $47.84 Unrealized +175.9%
KR Kroger Co 0.0%
Value $2.862M Shares 50,092 Est. Cost $24.40 Unrealized +93.9%
Verizon Communications Inc 0.0%
Value $2.625M Shares 62,559 Est. Cost $53.36 Unrealized
Coherent Corp Com 0.0%
Value $2.539M Shares 41,876 Est. Cost $35.85 Unrealized
CLX Clorox Co 0.0%
Value $2.522M Shares 16,471 Est. Cost $66.76 Unrealized +109.9%
EFA iShares MSCI EAFE ETF 0.0%
Value $2.488M Shares 31,155 Est. Cost $61.79 Unrealized
NSC Norfolk Southern Corp 0.0%
Value $2.47M Shares 9,693 Est. Cost $86.78 Unrealized +174.0%
D R Horton Inc 0.0%
Value $2.448M Shares 14,876 Est. Cost $42.78 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value $2.417M Shares 44,568 Est. Cost $31.72 Unrealized +45.5%
Genpact Limited 0.0%
Value $2.403M Shares 72,942 Est. Cost $37.60 Unrealized
VIGI Vanguard Intl Dvd ETF 0.0%
Value $2.381M Shares 29,210 Est. Cost $76.14 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value $2.336M Shares 34,850 Est. Cost $55.98 Unrealized
LyondellBasell Industries NV A 0.0%
Value $2.095M Shares 20,487 Est. Cost $94.65 Unrealized
EOG Resources Inc 0.0%
Value $2.091M Shares 16,356 Est. Cost $124.44 Unrealized
PFE Pfizer Inc 0.0%
Value $2.08M Shares 74,945 Est. Cost $25.81 Unrealized -4.5%
PM Philip Morris Intl Inc 0.0%
Value $2.03M Shares 22,162 Est. Cost $64.65 Unrealized +31.4%
KMB Kimberly Clark Corp 0.0%
Value $1.987M Shares 15,358 Est. Cost $80.04 Unrealized +42.5%
Applied Industrial Technologie 0.0%
Value $1.976M Shares 10,000 Est. Cost $70.34 Unrealized
WST West Pharmaceutical Svsc Inc 0.0%
Value $1.969M Shares 4,976 Est. Cost $231.04 Unrealized +59.3%
TMO Thermo Fisher Scientific Inc 0.0%
Value $1.936M Shares 3,331 Est. Cost $312.39 Unrealized +78.5%
GPC Genuine Parts Co 0.0%
Value $1.885M Shares 12,170 Est. Cost $65.15 Unrealized +111.1%
Diageo PLC Sp ADR 0.0%
Value $1.836M Shares 12,347 Est. Cost $148.33 Unrealized
CL Colgate Palmolive Co 0.0%
Value $1.821M Shares 20,217 Est. Cost $48.83 Unrealized +66.6%
Agilent Technologies Inc 0.0%
Value $1.783M Shares 12,255 Est. Cost $100.42 Unrealized
GIS General Mills Inc 0.0%
Value $1.741M Shares 24,881 Est. Cost $37.22 Unrealized +62.8%
American Tower Corp 0.0%
Value $1.723M Shares 8,722 Est. Cost $231.40 Unrealized
SCL Stepan Co 0.0%
Value $1.657M Shares 18,398 Est. Cost $89.82 Unrealized -0.2%
Steris PLC SHS USD 0.0%
Value $1.649M Shares 7,334 Est. Cost $129.98 Unrealized
CAT Caterpillar Inc 0.0%
Value $1.648M Shares 4,497 Est. Cost $99.38 Unrealized +213.0%
W P Carey Inc 0.0%
Value $1.644M Shares 29,123 Est. Cost $67.54 Unrealized
Truist Financial Corp 0.0%
Value $1.615M Shares 41,440 Est. Cost $48.46 Unrealized
IBM Intl Business Machines 0.0%
Value $1.604M Shares 8,400 Est. Cost $116.69 Unrealized +47.9%
NDSN Nordson Corp 0.0%
Value $1.603M Shares 5,838 Est. Cost $169.08 Unrealized +50.2%
Paypal Holdings Inc 0.0%
Value $1.589M Shares 23,725 Est. Cost $65.48 Unrealized
Encompass Health Corp 0.0%
Value $1.524M Shares 18,456 Est. Cost $60.84 Unrealized
CSX CSX Corp 0.0%
Value $1.511M Shares 40,757 Est. Cost $25.50 Unrealized +39.1%
Constellation Brands Inc Cl A 0.0%
Value $1.456M Shares 5,359 Est. Cost $205.30 Unrealized
PRGS Progress Software Corp 0.0%
Value $1.44M Shares 27,005 Est. Cost $41.23 Unrealized +33.2%
Eversource Energy 0.0%
Value $1.419M Shares 23,735 Est. Cost $80.81 Unrealized
SHW Sherwin Williams Co 0.0%
Value $1.334M Shares 3,841 Est. Cost $230.96 Unrealized +35.7%
SJM Smucker J M Co 0.0%
Value $1.327M Shares 10,542 Est. Cost $101.52 Unrealized +16.0%
3M Co 0.0%
Value $1.275M Shares 12,018 Est. Cost $187.65 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 0.0%
Value $1.269M Shares 9,330 Est. Cost $64.42 Unrealized
CVS CVS Health Corp 0.0%
Value $1.263M Shares 15,833 Est. Cost $71.89 Unrealized -1.5%
CNMD Conmed Corp 0.0%
Value $1.241M Shares 15,498 Est. Cost $83.80 Unrealized +4.1%
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value $1.203M Shares 28,805 Est. Cost $41.24 Unrealized
MCHP Microchip Technology Inc 0.0%
Value $1.148M Shares 12,801 Est. Cost $47.13 Unrealized +73.7%
Zimmer Biomet Holdings Inc 0.0%
Value $1.109M Shares 8,403 Est. Cost $113.15 Unrealized
Fortive Corp 0.0%
Value $1.103M Shares 12,820 Est. Cost $69.61 Unrealized
OKE Oneok Inc 0.0%
Value $1.101M Shares 13,738 Est. Cost $48.77 Unrealized +36.8%
First Industrial Realty Trust 0.0%
Value $1.056M Shares 20,097 Est. Cost $52.64 Unrealized
HMN Horace Mann Educators Corp 0.0%
Value $1.056M Shares 28,544 Est. Cost $37.21 Unrealized -4.7%
MDC Holdings Inc - Delisted (m 0.0%
Value $1.039M Shares 16,509 Est. Cost $35.29 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value $1M Shares 19,375 Est. Cost $33.71 Unrealized +57.5%
GE General Electric Co 0.0%
Value $998K Shares 5,686 Est. Cost $68.29 Unrealized +70.5%
MCO Moodys Corp 0.0%
Value $993K Shares 2,527 Est. Cost $74.98 Unrealized +406.8%
Mesa Laboratories Inc 0.0%
Value $986K Shares 8,986 Est. Cost $140.08 Unrealized
SO Southern Co 0.0%
Value $972K Shares 13,548 Est. Cost $48.08 Unrealized +34.7%
XYZ Block Inc Cl A 0.0%
Value $964K Shares 11,401 Est. Cost $56.54 Unrealized +27.9%
Hillenbrand Inc 0.0%
Value $960K Shares 19,080 Est. Cost $23.70 Unrealized
Pool Corporation 0.0%
Value $931K Shares 2,307 Est. Cost $253.77 Unrealized
DE Deere & Co 0.0%
Value $929K Shares 2,261 Est. Cost $335.93 Unrealized +10.9%
iShares Core MSCI Emerg Mkt 0.0%
Value $927K Shares 17,963 Est. Cost $57.11 Unrealized
Stag Industrial Inc 0.0%
Value $904K Shares 23,525 Est. Cost $31.78 Unrealized
DAL Delta Air Lines Inc 0.0%
Value $804K Shares 16,800 Est. Cost $37.88 Unrealized +6.8%
SSD Simpson Manufacturing Co Inc 0.0%
Value $779K Shares 3,799 Est. Cost $45.31 Unrealized +321.9%
Goldman Sachs Group Inc 0.0%
Value $755K Shares 1,807 Est. Cost $343.38 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value $748K Shares 7,018 Est. Cost $64.42 Unrealized +54.9%
HEI Heico Corp 0.0%
Value $718K Shares 3,758 Est. Cost $86.12 Unrealized +115.5%
AT&T Inc 0.0%
Value $715K Shares 40,623 Est. Cost $24.24 Unrealized
Alcon Inc 0.0%
Value $702K Shares 8,431 Est. Cost $62.05 Unrealized
DHR Danaher Corp 0.0%
Value $701K Shares 2,808 Est. Cost $71.22 Unrealized +239.1%
Walgreens Boots Alliance Inc 0.0%
Value $696K Shares 32,100 Est. Cost $75.03 Unrealized
Marathon Petroleum Corp 0.0%
Value $683K Shares 3,391 Est. Cost $86.83 Unrealized
Canadian Pacific Kansas City C 0.0%
Value $671K Shares 7,614 Est. Cost $76.94 Unrealized
IDEX Corp 0.0%
Value $668K Shares 2,739 Est. Cost $151.76 Unrealized
Altria Group Inc 0.0%
Value $631K Shares 14,455 Est. Cost $48.24 Unrealized
GNTX Gentex Corp 0.0%
Value $628K Shares 17,400 Est. Cost $15.37 Unrealized +125.1%
CE Celanese Corp Ser A 0.0%
Value $620K Shares 3,606 Est. Cost $103.58 Unrealized +44.1%
Encora Inc Com 0.0%
Value $617K Shares 2,540 Est. Cost $185.56 Unrealized
ServiceNow Inc 0.0%
Value $614K Shares 806 Est. Cost $558.08 Unrealized
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value $614K Shares 12,238 Est. Cost $44.31 Unrealized
SYY Sysco Corp 0.0%
Value $601K Shares 7,400 Est. Cost $58.19 Unrealized +28.2%
One Gas Inc 0.0%
Value $599K Shares 9,280 Est. Cost $75.30 Unrealized
SLP Simulations Plus Inc 0.0%
Value $597K Shares 14,500 Est. Cost $24.38 Unrealized +67.5%
EPP iShares MSCI Pac Jp ETF 0.0%
Value $579K Shares 13,530 Est. Cost $43.24 Unrealized
Tesla Inc 0.0%
Value $561K Shares 3,191 Est. Cost $250.27 Unrealized
CFR Cullen Frost Bankers Inc 0.0%
Value $537K Shares 4,773 Est. Cost $81.13 Unrealized +24.0%
INTU Intuit 0.0%
Value $527K Shares 811 Est. Cost $389.47 Unrealized +62.1%
MS Morgan Stanley 0.0%
Value $522K Shares 5,545 Est. Cost $63.63 Unrealized +30.8%
CI The Cigna Group Com 0.0%
Value $519K Shares 1,430 Est. Cost $194.73 Unrealized +63.2%
ConocoPhillips 0.0%
Value $515K Shares 4,043 Est. Cost $85.54 Unrealized
SCHW Schwab Charles Corp 0.0%
Value $505K Shares 6,976 Est. Cost $44.22 Unrealized +45.3%
Edwards Lifesciences Corp 0.0%
Value $487K Shares 5,098 Est. Cost $76.25 Unrealized
FHN First Horizon Natl Corp 0.0%
Value $484K Shares 31,406 Est. Cost $21.53 Unrealized -37.5%
LKQ LKQ Corp 0.0%
Value $481K Shares 9,000 Est. Cost $43.71 Unrealized +6.8%
CGNX Cognex Corp 0.0%
Value $467K Shares 11,000 Est. Cost $41.24 Unrealized -7.1%
LUV Southwest Airlines Co 0.0%
Value $464K Shares 15,900 Est. Cost $40.90 Unrealized -27.5%
IFF International Flavors & Fragra 0.0%
Value $460K Shares 5,352 Est. Cost $72.73 Unrealized +6.1%
SAP Sap SE Sp ADR 0.0%
Value $460K Shares 2,357 Est. Cost $92.90 Unrealized
AXP American Express Co 0.0%
Value $459K Shares 2,016 Est. Cost $202.90 Unrealized 0.0%
VSS Vanguard FTSE Small Cap ETF 0.0%
Value $456K Shares 3,906 Est. Cost $115.03 Unrealized
Fidelity Natl Information Serv 0.0%
Value $445K Shares 5,994 Est. Cost $86.85 Unrealized
MPLX LP 0.0%
Value $441K Shares 10,600 Est. Cost $34.13 Unrealized
BK Bank New York Mellon Corp 0.0%
Value $435K Shares 7,552 Est. Cost $23.87 Unrealized +120.6%
C H Robinson Worldwide Inc 0.0%
Value $432K Shares 5,670 Est. Cost $85.05 Unrealized
Cardinal Health Inc 0.0%
Value $429K Shares 3,835 Est. Cost $111.90 Unrealized
Netflix Inc 0.0%
Value $416K Shares 685 Est. Cost $375.92 Unrealized
PRMRF Paramount Resources Ltd Cl A 0.0%
Value $410K Shares 20,172 Est. Cost $12.53 Unrealized -22.1%
LSI Industries Inc 0.0%
Value $395K Shares 26,121 Est. Cost $6.37 Unrealized
McKesson Corp 0.0%
Value $392K Shares 731 Est. Cost $435.53 Unrealized
VXUS Vanguard Total Intl Stock F 0.0%
Value $386K Shares 6,397 Est. Cost $55.89 Unrealized
Ferrari NV 0.0%
Value $371K Shares 850 Est. Cost $325.21 Unrealized
Check Point Software Tech Ltd 0.0%
Value $344K Shares 2,100 Est. Cost $97.62 Unrealized
HRL Hormel Foods Corp 0.0%
Value $333K Shares 9,539 Est. Cost $28.45 Unrealized +4.6%
Nutrien Ltd 0.0%
Value $331K Shares 6,102 Est. Cost $64.21 Unrealized
AMAT Applied Materials Inc 0.0%
Value $330K Shares 1,599 Est. Cost $140.40 Unrealized +28.5%
DuPont de Nemours Inc 0.0%
Value $327K Shares 4,265 Est. Cost $69.51 Unrealized
NTRS Northern Trust Corp 0.0%
Value $284K Shares 3,195 Est. Cost $77.38 Unrealized 0.0%
Synovus Financial Corp 0.0%
Value $275K Shares 6,874 Est. Cost $37.65 Unrealized
BMO Bank Montreal Que 0.0%
Value $261K Shares 2,667 Est. Cost $87.67 Unrealized 0.0%
RGLD Royal Gold Inc 0.0%
Value $244K Shares 2,000 Est. Cost $113.01 Unrealized -0.1%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value $241K Shares 800 Est. Cost $228.27 Unrealized +17.2%
DOW Dow Inc 0.0%
Value $241K Shares 4,155 Est. Cost $48.96 Unrealized 0.0%
NEM NEWMONT CORPORATION COM 0.0%
Value $239K Shares 6,655 Est. Cost $47.09 Unrealized -29.6%
HAS Hasbro Inc 0.0%
Value $232K Shares 4,106 Est. Cost $63.53 Unrealized -25.8%
DENTSPLY Sirona Inc 0.0%
Value $231K Shares 6,950 Est. Cost $43.77 Unrealized
C Citigroup Inc 0.0%
Value $227K Shares 3,584 Est. Cost $52.53 Unrealized 0.0%
Adobe Systems Inc 0.0%
Value $226K Shares 447 Est. Cost $336.53 Unrealized
Kimbell Royalty Partners LP 0.0%
Value $225K Shares 14,500 Est. Cost $16.60 Unrealized
GILD Gilead Sciences Inc 0.0%
Value $221K Shares 3,012 Est. Cost $63.51 Unrealized +13.4%
TSCO Tractor Supply Co 0.0%
Value $220K Shares 841 Est. Cost $46.33 Unrealized 0.0%
EPD Enterprise Products Partners L 0.0%
Value $218K Shares 7,474 Est. Cost $29.18 Unrealized
Black Stone Minerals LP 0.0%
Value $216K Shares 13,500 Est. Cost $15.69 Unrealized
Fortune Brands Innovations Inc 0.0%
Value $214K Shares 2,525 Est. Cost $84.67 Unrealized
YUM Yum Brands Inc 0.0%
Value $208K Shares 1,500 Est. Cost $128.74 Unrealized 0.0%
ELV Elevance Health Inc 0.0%
Value $207K Shares 399 Est. Cost $481.84 Unrealized 0.0%
Devon Energy Corp 0.0%
Value $204K Shares 4,067 Est. Cost $50.18 Unrealized
Td Synnex Corporation Com 0.0%
Value $203K Shares 1,793 Est. Cost $113.10 Unrealized
Kkr & Co Inc Cl A 0.0%
Value $201K Shares 2,000 Est. Cost $100.58 Unrealized
Ellington Financial Inc 0.0%
Value $148K Shares 12,500 Est. Cost $14.80 Unrealized
Agilon Health Inc 0.0%
Value $61,000 Shares 10,000 Est. Cost $16.14 Unrealized
NOK Nokia Corp Sp ADR 0.0%
Value $38,940 Shares 11,000 Est. Cost $5.07 Unrealized
Plug Power Inc 0.0%
Value $34,400 Shares 10,000 Est. Cost $4.72 Unrealized
Blue Water Biotech Inc 0.0%
Value $5,345 Shares 34,710 Est. Cost $0.93 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value $1,945 Shares 160,734 Est. Cost $0.10 Unrealized -86.7%