BAHL & GAYNOR INC Diversified Active

CIK: 0000872259 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 7, 2024

Total Value ($000): $17,898,696 (100.0% shares, 0.0% debt)

Holdings (333)

Broadcom Inc 5.4%
Value ($000) $970,394 Shares 604,407 Est. Cost $362.23 Unrealized
LLY Eli Lilly & Co 4.4%
Value ($000) $783,477 Shares 865,357 Est. Cost $165.10 Unrealized +379.1%
PG Procter & Gamble Co 3.8%
Value ($000) $683,300 Shares 4,143,223 Est. Cost $93.80 Unrealized +67.6%
MSFT Microsoft Corp 3.6%
Value ($000) $641,482 Shares 1,435,244 Est. Cost $52.06 Unrealized +701.5%
AbbVie Inc 3.2%
Value ($000) $578,290 Shares 3,371,562 Est. Cost $114.43 Unrealized
Merck & Co Inc 2.9%
Value ($000) $527,674 Shares 4,262,313 Est. Cost $86.75 Unrealized
PEP PepsiCo Inc 2.4%
Value ($000) $436,219 Shares 2,644,873 Est. Cost $115.39 Unrealized +40.7%
HD Home Depot Inc 2.4%
Value ($000) $434,235 Shares 1,261,431 Est. Cost $167.00 Unrealized +96.1%
Nextera Energy Inc 2.4%
Value ($000) $423,568 Shares 5,981,760 Est. Cost $85.01 Unrealized
CVX Chevron Corp 2.3%
Value ($000) $417,435 Shares 2,668,679 Est. Cost $111.72 Unrealized +32.8%
JPMorgan Chase & Co 2.2%
Value ($000) $391,088 Shares 1,933,591 Est. Cost $146.92 Unrealized
MRSH Marsh & McLennan Cos Inc 2.2%
Value ($000) $388,204 Shares 1,842,276 Est. Cost $105.94 Unrealized +88.9%
MDLZ Mondelez Intl Inc Cl A 2.1%
Value ($000) $375,590 Shares 5,739,454 Est. Cost $50.82 Unrealized +28.2%
Eaton Corp PLC 2.1%
Value ($000) $370,476 Shares 1,181,554 Est. Cost $122.51 Unrealized
TXN Texas Instruments Inc 2.0%
Value ($000) $357,113 Shares 1,835,772 Est. Cost $102.36 Unrealized +72.1%
WMB Williams Cos Inc 1.8%
Value ($000) $325,726 Shares 7,664,152 Est. Cost $29.39 Unrealized +28.3%
SRE Sempra 1.8%
Value ($000) $324,769 Shares 4,269,904 Est. Cost $62.79 Unrealized +11.5%
APD Air Prods & Chems Inc 1.7%
Value ($000) $300,774 Shares 1,165,566 Est. Cost $182.07 Unrealized +33.1%
PNC PNC Financial Services Group I 1.6%
Value ($000) $291,787 Shares 1,876,682 Est. Cost $120.19 Unrealized +22.0%
MCD McDonalds Corp 1.6%
Value ($000) $288,398 Shares 1,131,681 Est. Cost $179.08 Unrealized +42.4%
LMT Lockheed Martin Corp 1.5%
Value ($000) $261,398 Shares 559,618 Est. Cost $302.19 Unrealized +46.1%
ADP Automatic Data Processing Inc 1.3%
Value ($000) $232,275 Shares 973,126 Est. Cost $137.59 Unrealized +72.0%
PSX Phillips 66 1.3%
Value ($000) $231,965 Shares 1,643,160 Est. Cost $92.37 Unrealized +51.2%
Broadridge Financial Solutions 1.2%
Value ($000) $218,447 Shares 1,108,867 Est. Cost $130.56 Unrealized
PAYX Paychex Inc 1.1%
Value ($000) $202,016 Shares 1,703,913 Est. Cost $75.60 Unrealized +53.9%
Travelers Companies Inc 1.1%
Value ($000) $201,441 Shares 990,660 Est. Cost $173.12 Unrealized
Dell Technologies Inc Cl C 1.1%
Value ($000) $194,289 Shares 1,408,807 Est. Cost $101.15 Unrealized
AMGN Amgen Inc 1.0%
Value ($000) $179,646 Shares 574,961 Est. Cost $194.47 Unrealized +43.6%
O Realty Income Corp 1.0%
Value ($000) $178,868 Shares 3,386,376 Est. Cost $51.43 Unrealized -5.4%
QCOM Qualcomm Inc 1.0%
Value ($000) $178,545 Shares 896,401 Est. Cost $118.51 Unrealized +53.9%
ProLogis Inc 1.0%
Value ($000) $173,280 Shares 1,542,868 Est. Cost $106.72 Unrealized
USB US Bancorp Del 1.0%
Value ($000) $172,692 Shares 4,349,927 Est. Cost $35.55 Unrealized +6.2%
AAPL Apple Inc 1.0%
Value ($000) $172,245 Shares 817,798 Est. Cost $92.11 Unrealized +101.0%
ITW Illinois Tool Works Inc 1.0%
Value ($000) $171,375 Shares 723,222 Est. Cost $116.32 Unrealized +103.6%
SBUX Starbucks Corp 0.9%
Value ($000) $152,846 Shares 1,963,337 Est. Cost $60.75 Unrealized +28.5%
CTAS Cintas Corp 0.8%
Value ($000) $149,128 Shares 212,961 Est. Cost $34.68 Unrealized +386.0%
MSI Motorola Solutions Inc 0.8%
Value ($000) $146,769 Shares 380,180 Est. Cost $181.85 Unrealized +95.0%
ABT Abbott Laboratories 0.8%
Value ($000) $145,859 Shares 1,403,705 Est. Cost $63.93 Unrealized +61.0%
Keurig Dr Pepper Inc 0.8%
Value ($000) $145,763 Shares 4,364,172 Est. Cost $35.37 Unrealized
TJX TJX Cos Inc 0.8%
Value ($000) $140,024 Shares 1,271,791 Est. Cost $69.01 Unrealized +43.0%
CDW Corp 0.8%
Value ($000) $135,693 Shares 606,205 Est. Cost $129.07 Unrealized
Cisco Systems Inc 0.7%
Value ($000) $133,502 Shares 2,809,984 Est. Cost $45.82 Unrealized
CINF Cincinnati Financial Corp 0.7%
Value ($000) $131,739 Shares 1,115,487 Est. Cost $74.46 Unrealized +51.2%
Accenture PLC Ireland Class A 0.7%
Value ($000) $129,899 Shares 428,129 Est. Cost $188.56 Unrealized
HIG Hartford Financial Services Gr 0.7%
Value ($000) $123,577 Shares 1,229,133 Est. Cost $73.73 Unrealized +32.3%
UnitedHealth Group Inc 0.7%
Value ($000) $118,147 Shares 231,997 Est. Cost $366.66 Unrealized
BAH Booz Allen Hamilton Holding Co 0.6%
Value ($000) $115,284 Shares 749,084 Est. Cost $93.00 Unrealized +55.1%
UPS United Parcel Service Inc Cl B 0.6%
Value ($000) $107,400 Shares 784,797 Est. Cost $150.37 Unrealized -13.5%
WSO Watsco Inc 0.6%
Value ($000) $106,848 Shares 230,654 Est. Cost $221.63 Unrealized +106.2%
CME Group Inc Cl A 0.6%
Value ($000) $106,760 Shares 543,030 Est. Cost $212.48 Unrealized
Exxon Mobil Corp 0.6%
Value ($000) $105,281 Shares 914,534 Est. Cost $100.26 Unrealized
SYK Stryker Corp 0.6%
Value ($000) $104,932 Shares 308,397 Est. Cost $106.99 Unrealized +211.6%
GLW Corning Inc 0.6%
Value ($000) $104,837 Shares 2,698,520 Est. Cost $31.99 Unrealized +5.3%
KO Coca-Cola Co 0.5%
Value ($000) $98,355 Shares 1,545,247 Est. Cost $43.25 Unrealized +36.1%
KLAC Kla Corporation Com New 0.5%
Value ($000) $94,752 Shares 114,919 Est. Cost $358.58 Unrealized +103.1%
Kinder Morgan Inc 0.5%
Value ($000) $94,219 Shares 4,741,789 Est. Cost $17.72 Unrealized
BAC Bank America Corp 0.5%
Value ($000) $92,489 Shares 2,325,585 Est. Cost $28.45 Unrealized +29.5%
Waste Management Inc 0.5%
Value ($000) $90,537 Shares 424,378 Est. Cost $147.12 Unrealized
Evercore Inc Class A 0.5%
Value ($000) $88,844 Shares 426,252 Est. Cost $104.38 Unrealized
Targa Resources Corp 0.5%
Value ($000) $88,489 Shares 687,132 Est. Cost $102.14 Unrealized
Rtx Corporation Com 0.5%
Value ($000) $80,655 Shares 803,419 Est. Cost $92.26 Unrealized
Wec Energy Group Inc 0.4%
Value ($000) $76,123 Shares 970,210 Est. Cost $79.99 Unrealized
GD General Dynamics Corp 0.4%
Value ($000) $76,034 Shares 262,061 Est. Cost $265.48 Unrealized +7.0%
NXP Semiconductors NV 0.4%
Value ($000) $71,845 Shares 266,992 Est. Cost $199.92 Unrealized
CSL Carlisle Cos Inc 0.4%
Value ($000) $69,643 Shares 171,869 Est. Cost $263.35 Unrealized +49.9%
ADI Analog Devices Inc 0.4%
Value ($000) $66,313 Shares 290,516 Est. Cost $139.39 Unrealized +49.0%
FAST Fastenal Co 0.4%
Value ($000) $64,460 Shares 1,025,775 Est. Cost $24.51 Unrealized +33.1%
NOC Northrop Grumman Corp 0.4%
Value ($000) $64,352 Shares 147,612 Est. Cost $353.81 Unrealized +25.5%
Hp Inc 0.4%
Value ($000) $63,732 Shares 1,819,874 Est. Cost $32.43 Unrealized
AFG American Financial Group Inc O 0.3%
Value ($000) $60,528 Shares 492,021 Est. Cost $99.62 Unrealized +15.2%
Victory Cap Holdings Inc Cl A 0.3%
Value ($000) $57,543 Shares 1,205,601 Est. Cost $33.02 Unrealized
SNA Snap On Inc 0.3%
Value ($000) $52,626 Shares 201,329 Est. Cost $232.17 Unrealized +13.3%
AVY Avery Dennison Corp 0.3%
Value ($000) $52,497 Shares 240,096 Est. Cost $180.39 Unrealized +19.2%
BlackRock Inc 0.3%
Value ($000) $51,537 Shares 65,459 Est. Cost $483.92 Unrealized
HUBB Hubbell Inc 0.3%
Value ($000) $51,077 Shares 139,754 Est. Cost $166.00 Unrealized +131.3%
JNJ Johnson & Johnson 0.3%
Value ($000) $49,646 Shares 339,670 Est. Cost $83.31 Unrealized +69.8%
PPL Corp 0.3%
Value ($000) $45,960 Shares 1,662,213 Est. Cost $27.57 Unrealized
OKE Oneok Inc 0.2%
Value ($000) $41,995 Shares 514,954 Est. Cost $73.25 Unrealized +0.9%
Otis Worldwide Corp 0.2%
Value ($000) $40,119 Shares 416,775 Est. Cost $82.42 Unrealized
LHX L3Harris Technologies Inc 0.2%
Value ($000) $35,633 Shares 158,664 Est. Cost $192.90 Unrealized +8.5%
RPM RPM Intl Inc 0.2%
Value ($000) $35,526 Shares 329,920 Est. Cost $51.03 Unrealized +117.0%
UNP Union Pacific Corp 0.2%
Value ($000) $35,008 Shares 154,723 Est. Cost $175.31 Unrealized +28.6%
HON Honeywell Intl Inc 0.2%
Value ($000) $34,847 Shares 163,185 Est. Cost $107.12 Unrealized +71.6%
ECL Ecolab Inc 0.2%
Value ($000) $33,739 Shares 141,761 Est. Cost $77.80 Unrealized +191.9%
PKG Packaging Corp America 0.2%
Value ($000) $33,186 Shares 181,783 Est. Cost $145.47 Unrealized +19.9%
Amdocs Ltd 0.2%
Value ($000) $32,772 Shares 415,252 Est. Cost $80.62 Unrealized
CBOE Global Mkts Inc 0.2%
Value ($000) $31,871 Shares 187,412 Est. Cost $181.02 Unrealized
Quest Diagnostics Inc 0.2%
Value ($000) $30,843 Shares 225,331 Est. Cost $125.11 Unrealized
NiSource Inc 0.2%
Value ($000) $30,292 Shares 1,051,435 Est. Cost $26.94 Unrealized
CMS CMS Energy Corp 0.2%
Value ($000) $29,957 Shares 503,231 Est. Cost $55.81 Unrealized +3.2%
IPAR Inter Parfums Inc 0.2%
Value ($000) $29,407 Shares 253,443 Est. Cost $91.03 Unrealized +33.4%
ATO Atmos Energy Corp 0.2%
Value ($000) $28,427 Shares 243,695 Est. Cost $98.47 Unrealized +13.8%
NetApp Inc 0.2%
Value ($000) $28,132 Shares 218,416 Est. Cost $64.08 Unrealized
Kkr & Co Inc Cl A 0.1%
Value ($000) $26,116 Shares 248,154 Est. Cost $105.20 Unrealized
Zoetis Inc Cl A 0.1%
Value ($000) $25,641 Shares 147,904 Est. Cost $163.97 Unrealized
MZTI Lancaster Colony Corp 0.1%
Value ($000) $25,517 Shares 135,030 Est. Cost $163.50 Unrealized +16.8%
NKE Nike Inc Cl B 0.1%
Value ($000) $25,366 Shares 336,559 Est. Cost $44.22 Unrealized +102.8%
Blackstone Inc Com 0.1%
Value ($000) $25,085 Shares 202,629 Est. Cost $63.41 Unrealized
HSY Hershey Co 0.1%
Value ($000) $24,037 Shares 130,757 Est. Cost $193.91 Unrealized -5.2%
Perrigo Co PLC 0.1%
Value ($000) $23,670 Shares 921,725 Est. Cost $35.69 Unrealized
ADC Agree Realty Corp 0.1%
Value ($000) $22,850 Shares 368,908 Est. Cost $67.25 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $22,769 Shares 97,426 Est. Cost $96.67 Unrealized +135.7%
Target Corp 0.1%
Value ($000) $22,272 Shares 150,447 Est. Cost $121.58 Unrealized
HOMB Home Bancshares Inc 0.1%
Value ($000) $22,260 Shares 929,038 Est. Cost $22.41 Unrealized +5.9%
TXRH Texas Roadhouse Inc 0.1%
Value ($000) $22,196 Shares 129,265 Est. Cost $139.00 Unrealized +14.4%
Terreno Realty Corp 0.1%
Value ($000) $21,823 Shares 368,756 Est. Cost $59.59 Unrealized
AVT Avnet Inc 0.1%
Value ($000) $20,923 Shares 406,360 Est. Cost $41.88 Unrealized +17.0%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $20,378 Shares 50,093 Est. Cost $148.64 Unrealized +174.9%
EMR Emerson Electric Co 0.1%
Value ($000) $18,293 Shares 166,055 Est. Cost $42.29 Unrealized +154.1%
Avient Corporation Com 0.1%
Value ($000) $17,810 Shares 408,022 Est. Cost $40.03 Unrealized
Plains Group Hlgs LP A 0.1%
Value ($000) $17,740 Shares 942,590 Est. Cost $16.92 Unrealized
MKC McCormick & Co Inc Non Vtg 0.1%
Value ($000) $17,669 Shares 249,072 Est. Cost $62.80 Unrealized +11.0%
LNT Alliant Energy Corp 0.1%
Value ($000) $16,654 Shares 327,192 Est. Cost $49.11 Unrealized -2.9%
Nexstar Media Group Inc Cl A 0.1%
Value ($000) $16,562 Shares 99,764 Est. Cost $135.21 Unrealized
Enbridge Inc 0.1%
Value ($000) $15,152 Shares 425,737 Est. Cost $36.87 Unrealized
D R Horton Inc 0.1%
Value ($000) $14,736 Shares 104,563 Est. Cost $126.97 Unrealized
CHD Church & Dwight Inc 0.1%
Value ($000) $14,339 Shares 138,297 Est. Cost $35.97 Unrealized +188.5%
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $13,852 Shares 85,393 Est. Cost $119.24 Unrealized +34.9%
iShares Core MSCI EAFE 0.1%
Value ($000) $13,660 Shares 188,053 Est. Cost $67.01 Unrealized
Regions Financial Corp 0.1%
Value ($000) $13,406 Shares 668,946 Est. Cost $18.31 Unrealized
CAG Conagra Brands Inc 0.1%
Value ($000) $13,187 Shares 464,012 Est. Cost $29.11 Unrealized -6.0%
CSGS CSG Systems Intl Inc 0.1%
Value ($000) $12,640 Shares 307,030 Est. Cost $46.73 Unrealized -8.7%
Apollo Global Mgmt Inc Cl A 0.1%
Value ($000) $11,513 Shares 97,511 Est. Cost $118.07 Unrealized
Insperity Inc 0.1%
Value ($000) $11,392 Shares 124,899 Est. Cost $106.47 Unrealized
DOV Dover Corp 0.1%
Value ($000) $11,339 Shares 62,840 Est. Cost $56.71 Unrealized +210.0%
LOW Lowes Cos Inc 0.1%
Value ($000) $11,212 Shares 50,856 Est. Cost $61.87 Unrealized +257.8%
ROP Roper Technologies Inc 0.1%
Value ($000) $11,089 Shares 19,673 Est. Cost $162.93 Unrealized +227.3%
Equity Lifestyle Properties In 0.1%
Value ($000) $10,890 Shares 167,203 Est. Cost $74.44 Unrealized
Novartis AG Sp ADR 0.1%
Value ($000) $10,880 Shares 102,195 Est. Cost $75.54 Unrealized
Alphabet Inc Cap Stock Cl C 0.1%
Value ($000) $10,795 Shares 58,854 Est. Cost $144.46 Unrealized
LMAT Lemaitre Vascular Inc 0.1%
Value ($000) $10,571 Shares 128,472 Est. Cost $31.85 Unrealized +127.5%
Ensign Group Inc 0.1%
Value ($000) $10,199 Shares 82,457 Est. Cost $62.55 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $10,124 Shares 67,931 Est. Cost $48.87 Unrealized +209.8%
Penske Automotive Group Inc 0.1%
Value ($000) $10,101 Shares 67,781 Est. Cost $111.07 Unrealized
Meritage Homes Corp 0.1%
Value ($000) $10,065 Shares 62,188 Est. Cost $174.93 Unrealized
FFBC First Financial Bancorp OH 0.1%
Value ($000) $9,843 Shares 442,993 Est. Cost $20.32 Unrealized +2.1%
US Physical Therapy Inc 0.1%
Value ($000) $9,841 Shares 106,476 Est. Cost $92.69 Unrealized
Alphabet Inc Cap Stock Cl A 0.1%
Value ($000) $9,829 Shares 53,961 Est. Cost $145.06 Unrealized
Chemed Corp 0.1%
Value ($000) $9,554 Shares 17,608 Est. Cost $454.97 Unrealized
INTC Intel Corp 0.1%
Value ($000) $9,419 Shares 304,149 Est. Cost $17.63 Unrealized +84.3%
MarketAxess Holdings Inc 0.0%
Value ($000) $8,871 Shares 44,238 Est. Cost $222.02 Unrealized
Tetra Tech Inc 0.0%
Value ($000) $8,864 Shares 43,349 Est. Cost $105.38 Unrealized
CW Curtiss Wright Corp 0.0%
Value ($000) $8,846 Shares 32,645 Est. Cost $152.75 Unrealized +74.3%
Visa Inc Cl A 0.0%
Value ($000) $8,646 Shares 32,939 Est. Cost $182.06 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $8,617 Shares 33,231 Est. Cost $68.32 Unrealized +257.9%
WMT Wal-Mart Inc 0.0%
Value ($000) $8,100 Shares 119,625 Est. Cost $48.25 Unrealized +28.4%
Crown Castle Inc 0.0%
Value ($000) $8,067 Shares 82,570 Est. Cost $129.29 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $8,012 Shares 41,853 Est. Cost $49.85 Unrealized +301.2%
DIS Disney Walt Co Disney 0.0%
Value ($000) $7,984 Shares 80,412 Est. Cost $64.42 Unrealized +63.8%
FSS Federal Signal Corp 0.0%
Value ($000) $7,869 Shares 94,052 Est. Cost $27.14 Unrealized +210.3%
SON Sonoco Prods Co 0.0%
Value ($000) $7,176 Shares 141,489 Est. Cost $49.63 Unrealized +8.3%
BCPC Balchem Corp 0.0%
Value ($000) $7,134 Shares 46,338 Est. Cost $61.32 Unrealized +142.8%
MSA Msa Safety Inc 0.0%
Value ($000) $6,968 Shares 37,126 Est. Cost $125.65 Unrealized +48.0%
VEU Vanguard All World ex-US 0.0%
Value ($000) $6,840 Shares 116,641 Est. Cost $50.31 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $6,735 Shares 11 Est. Cost $268384.97 Unrealized +129.7%
Carrier Global Corporation Com 0.0%
Value ($000) $6,537 Shares 103,628 Est. Cost $23.49 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $6,357 Shares 32,895 Est. Cost $127.25 Unrealized +44.4%
AAON AAON Inc 0.0%
Value ($000) $6,334 Shares 72,609 Est. Cost $47.12 Unrealized +71.8%
Costco Wholesale Corp 0.0%
Value ($000) $6,292 Shares 7,402 Est. Cost $321.77 Unrealized
NSRGY Nestle SA Sp ADR 0.0%
Value ($000) $6,266 Shares 61,390 Est. Cost $68.43 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $6,115 Shares 463,941 Est. Cost $11.51 Unrealized +9.0%
TSCO Tractor Supply Co 0.0%
Value ($000) $6,083 Shares 22,531 Est. Cost $52.09 Unrealized +0.4%
NVIDIA Corp 0.0%
Value ($000) $5,494 Shares 44,470 Est. Cost $136.59 Unrealized
UFP INDUSTRIES INC COM 0.0%
Value ($000) $5,342 Shares 47,695 Est. Cost $49.35 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $5,246 Shares 31,596 Est. Cost $58.18 Unrealized +179.2%
GWW Grainger W W Inc 0.0%
Value ($000) $5,173 Shares 5,734 Est. Cost $378.39 Unrealized +145.2%
FITB Fifth Third Bancorp 0.0%
Value ($000) $5,159 Shares 141,368 Est. Cost $12.31 Unrealized +178.8%
Enpro Inc Com 0.0%
Value ($000) $5,130 Shares 35,239 Est. Cost $94.01 Unrealized
WFC Wells Fargo Co 0.0%
Value ($000) $5,055 Shares 85,120 Est. Cost $38.45 Unrealized +47.9%
WKC World Kinect Corporation 0.0%
Value ($000) $4,825 Shares 187,018 Est. Cost $27.12 Unrealized -6.7%
Intuitive Surgical Inc 0.0%
Value ($000) $4,774 Shares 10,731 Est. Cost $399.77 Unrealized
CPK Chesapeake Utilities Corp 0.0%
Value ($000) $4,769 Shares 44,902 Est. Cost $95.10 Unrealized +8.5%
Kinsale Cap Group Inc 0.0%
Value ($000) $4,697 Shares 12,190 Est. Cost $117.37 Unrealized
Innospec Inc 0.0%
Value ($000) $4,649 Shares 37,618 Est. Cost $102.92 Unrealized
Oracle Corp 0.0%
Value ($000) $4,420 Shares 31,304 Est. Cost $57.04 Unrealized
Medtronic PLC 0.0%
Value ($000) $4,419 Shares 56,145 Est. Cost $91.99 Unrealized
Texas Pacific Land Corporation 0.0%
Value ($000) $4,406 Shares 6,000 Est. Cost $628.01 Unrealized
Meta Platforms Inc Cl A 0.0%
Value ($000) $4,345 Shares 8,617 Est. Cost $251.71 Unrealized
Energy Transfer LP 0.0%
Value ($000) $4,324 Shares 266,569 Est. Cost $13.31 Unrealized
MasterCard Incorporated Cl A 0.0%
Value ($000) $4,297 Shares 9,741 Est. Cost $247.35 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $4,287 Shares 5,217 Est. Cost $115.84 Unrealized +514.8%
Comcast Corp Cl A 0.0%
Value ($000) $4,268 Shares 108,980 Est. Cost $38.39 Unrealized
Kenvue Inc 0.0%
Value ($000) $4,245 Shares 233,477 Est. Cost $20.15 Unrealized
Universal Display Corp 0.0%
Value ($000) $4,078 Shares 19,394 Est. Cost $153.57 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $4,060 Shares 15,885 Est. Cost $256.58 Unrealized -3.5%
UTZ Utz Brands Inc Cl A 0.0%
Value ($000) $3,993 Shares 239,961 Est. Cost $20.35 Unrealized -11.6%
Bwx Technologies Inc 0.0%
Value ($000) $3,753 Shares 39,501 Est. Cost $67.85 Unrealized
TFX Teleflex Inc 0.0%
Value ($000) $3,632 Shares 17,266 Est. Cost $110.18 Unrealized +87.3%
Linde PLC 0.0%
Value ($000) $3,626 Shares 8,264 Est. Cost $357.57 Unrealized
Duke Energy Corp 0.0%
Value ($000) $3,477 Shares 34,694 Est. Cost $83.37 Unrealized
Valero Energy Corp 0.0%
Value ($000) $3,420 Shares 21,817 Est. Cost $95.24 Unrealized
POWI Power Integrations Inc 0.0%
Value ($000) $3,164 Shares 45,072 Est. Cost $59.94 Unrealized +16.6%
DCI Donaldson Inc 0.0%
Value ($000) $3,098 Shares 43,286 Est. Cost $30.37 Unrealized +134.7%
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $3,061 Shares 28,767 Est. Cost $80.05 Unrealized +58.5%
Coherent Corp Com 0.0%
Value ($000) $2,962 Shares 40,876 Est. Cost $35.85 Unrealized
ATR AptarGroup Inc 0.0%
Value ($000) $2,843 Shares 20,191 Est. Cost $47.84 Unrealized +195.5%
Encompass Health Corp 0.0%
Value ($000) $2,789 Shares 32,510 Est. Cost $71.63 Unrealized
Verizon Communications Inc 0.0%
Value ($000) $2,533 Shares 61,419 Est. Cost $53.36 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $2,515 Shares 34,850 Est. Cost $55.98 Unrealized
KR Kroger Co 0.0%
Value ($000) $2,461 Shares 49,288 Est. Cost $24.40 Unrealized +113.2%
VIGI Vanguard Intl Dvd ETF 0.0%
Value ($000) $2,446 Shares 30,096 Est. Cost $76.29 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $2,168 Shares 27,678 Est. Cost $61.79 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $2,122 Shares 15,358 Est. Cost $80.04 Unrealized +56.5%
PM Philip Morris Intl Inc 0.0%
Value ($000) $2,108 Shares 20,804 Est. Cost $64.65 Unrealized +41.2%
NSC Norfolk Southern Corp 0.0%
Value ($000) $2,089 Shares 9,732 Est. Cost $86.78 Unrealized +158.4%
CL Colgate Palmolive Co 0.0%
Value ($000) $1,976 Shares 20,361 Est. Cost $48.83 Unrealized +82.4%
PFE Pfizer Inc 0.0%
Value ($000) $1,955 Shares 69,861 Est. Cost $25.81 Unrealized -4.0%
Applied Industrial Technologie 0.0%
Value ($000) $1,940 Shares 10,000 Est. Cost $70.34 Unrealized
Genpact Limited 0.0%
Value ($000) $1,880 Shares 58,397 Est. Cost $37.60 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $1,846 Shares 44,454 Est. Cost $31.72 Unrealized +29.3%
CLX Clorox Co 0.0%
Value ($000) $1,830 Shares 13,406 Est. Cost $66.76 Unrealized +96.8%
CAT Caterpillar Inc 0.0%
Value ($000) $1,806 Shares 5,421 Est. Cost $140.17 Unrealized +141.6%
LyondellBasell Industries NV A 0.0%
Value ($000) $1,800 Shares 18,813 Est. Cost $94.65 Unrealized
EOG Resources Inc 0.0%
Value ($000) $1,785 Shares 14,181 Est. Cost $124.44 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $1,773 Shares 3,206 Est. Cost $312.39 Unrealized +82.4%
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $1,740 Shares 9,850 Est. Cost $161.07 Unrealized +15.8%
GPC Genuine Parts Co 0.0%
Value ($000) $1,644 Shares 11,887 Est. Cost $65.15 Unrealized +117.3%
SCL Stepan Co 0.0%
Value ($000) $1,634 Shares 19,467 Est. Cost $89.57 Unrealized -4.6%
TSM Taiwan Semiconductor Mfg Ltd S 0.0%
Value ($000) $1,622 Shares 9,330 Est. Cost $64.42 Unrealized
Steris PLC SHS USD 0.0%
Value ($000) $1,577 Shares 7,184 Est. Cost $129.98 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $1,567 Shares 24,765 Est. Cost $37.22 Unrealized +73.1%
Truist Financial Corp 0.0%
Value ($000) $1,543 Shares 39,725 Est. Cost $48.46 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $1,539 Shares 8,898 Est. Cost $119.44 Unrealized +38.9%
American Tower Corp 0.0%
Value ($000) $1,536 Shares 7,904 Est. Cost $231.40 Unrealized
Agilent Technologies Inc 0.0%
Value ($000) $1,536 Shares 11,846 Est. Cost $100.42 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $1,522 Shares 12,072 Est. Cost $148.33 Unrealized
W P Carey Inc 0.0%
Value ($000) $1,465 Shares 26,607 Est. Cost $67.54 Unrealized
WST West Pharmaceutical Svsc Inc 0.0%
Value ($000) $1,425 Shares 4,327 Est. Cost $231.04 Unrealized +52.2%
CSX CSX Corp 0.0%
Value ($000) $1,414 Shares 42,264 Est. Cost $25.77 Unrealized +28.5%
NDSN Nordson Corp 0.0%
Value ($000) $1,354 Shares 5,838 Est. Cost $169.08 Unrealized +45.8%
Paypal Holdings Inc 0.0%
Value ($000) $1,354 Shares 23,325 Est. Cost $65.48 Unrealized
3M Co 0.0%
Value ($000) $1,303 Shares 12,746 Est. Cost $182.77 Unrealized
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value ($000) $1,277 Shares 29,189 Est. Cost $41.27 Unrealized
DE Deere & Co 0.0%
Value ($000) $1,196 Shares 3,200 Est. Cost $349.00 Unrealized +9.0%
MCHP Microchip Technology Inc 0.0%
Value ($000) $1,171 Shares 12,801 Est. Cost $47.13 Unrealized +85.4%
SHW Sherwin Williams Co 0.0%
Value ($000) $1,133 Shares 3,797 Est. Cost $230.96 Unrealized +32.1%
SJM Smucker J M Co 0.0%
Value ($000) $1,122 Shares 10,291 Est. Cost $101.52 Unrealized +4.6%
Eversource Energy 0.0%
Value ($000) $1,098 Shares 19,367 Est. Cost $80.81 Unrealized
Constellation Brands Inc Cl A 0.0%
Value ($000) $1,064 Shares 4,135 Est. Cost $205.30 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $1,064 Shares 2,527 Est. Cost $74.98 Unrealized +424.1%
SO Southern Co 0.0%
Value ($000) $1,052 Shares 13,565 Est. Cost $48.08 Unrealized +49.3%
iShares Core MSCI Emerg Mkt 0.0%
Value ($000) $1,044 Shares 19,499 Est. Cost $56.83 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $1,010 Shares 17,105 Est. Cost $70.89 Unrealized -17.4%
Goldman Sachs Group Inc 0.0%
Value ($000) $953 Shares 2,107 Est. Cost $358.89 Unrealized
Fortive Corp 0.0%
Value ($000) $950 Shares 12,820 Est. Cost $69.61 Unrealized
First Industrial Realty Trust 0.0%
Value ($000) $949 Shares 19,972 Est. Cost $52.64 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $946 Shares 8,714 Est. Cost $112.99 Unrealized
GE General Electric Co 0.0%
Value ($000) $886 Shares 5,573 Est. Cost $68.29 Unrealized +131.3%
Stag Industrial Inc 0.0%
Value ($000) $848 Shares 23,525 Est. Cost $31.78 Unrealized
HEI Heico Corp 0.0%
Value ($000) $840 Shares 3,758 Est. Cost $86.12 Unrealized +145.2%
DAL Delta Air Lines Inc 0.0%
Value ($000) $797 Shares 16,800 Est. Cost $37.88 Unrealized +28.9%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $794 Shares 18,375 Est. Cost $33.71 Unrealized +33.4%
Marathon Petroleum Corp 0.0%
Value ($000) $773 Shares 4,453 Est. Cost $107.49 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $764 Shares 19,080 Est. Cost $23.70 Unrealized
AT&T Inc 0.0%
Value ($000) $737 Shares 38,574 Est. Cost $24.24 Unrealized
XYZ Block Inc Cl A 0.0%
Value ($000) $735 Shares 11,400 Est. Cost $56.54 Unrealized +23.7%
Alcon Inc 0.0%
Value ($000) $715 Shares 8,029 Est. Cost $62.05 Unrealized
First Interstate Banc Sys Inc 0.0%
Value ($000) $713 Shares 25,686 Est. Cost $38.04 Unrealized
Pool Corporation 0.0%
Value ($000) $709 Shares 2,307 Est. Cost $253.77 Unrealized
SLP Simulations Plus Inc 0.0%
Value ($000) $705 Shares 14,500 Est. Cost $24.38 Unrealized +93.1%
DHR Danaher Corp 0.0%
Value ($000) $699 Shares 2,796 Est. Cost $71.22 Unrealized +251.4%
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value ($000) $670 Shares 13,558 Est. Cost $44.81 Unrealized
Altria Group Inc 0.0%
Value ($000) $669 Shares 14,689 Est. Cost $48.19 Unrealized
SSD Simpson Manufacturing Co Inc 0.0%
Value ($000) $640 Shares 3,799 Est. Cost $45.31 Unrealized +281.8%
ServiceNow Inc 0.0%
Value ($000) $621 Shares 790 Est. Cost $558.08 Unrealized
Canadian Pacific Kansas City C 0.0%
Value ($000) $599 Shares 7,614 Est. Cost $76.94 Unrealized
One Gas Inc 0.0%
Value ($000) $593 Shares 9,280 Est. Cost $75.30 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $587 Shares 17,400 Est. Cost $15.37 Unrealized +124.7%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $574 Shares 6,822 Est. Cost $64.42 Unrealized +27.5%
Encora Inc Com 0.0%
Value ($000) $573 Shares 2,544 Est. Cost $185.56 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $571 Shares 8,000 Est. Cost $59.16 Unrealized +20.3%
Tesla Inc 0.0%
Value ($000) $570 Shares 2,880 Est. Cost $250.27 Unrealized
IDEX Corp 0.0%
Value ($000) $551 Shares 2,739 Est. Cost $151.76 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $537 Shares 5,522 Est. Cost $63.63 Unrealized +42.7%
INTU Intuit 0.0%
Value ($000) $533 Shares 811 Est. Cost $389.47 Unrealized +57.7%
CE Celanese Corp Ser A 0.0%
Value ($000) $520 Shares 3,856 Est. Cost $106.63 Unrealized +41.3%
SCHW Schwab Charles Corp 0.0%
Value ($000) $514 Shares 6,976 Est. Cost $44.22 Unrealized +63.6%
C H Robinson Worldwide Inc 0.0%
Value ($000) $500 Shares 5,670 Est. Cost $85.05 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $496 Shares 10,600 Est. Cost $41.24 Unrealized +5.2%
FHN First Horizon Natl Corp 0.0%
Value ($000) $495 Shares 31,406 Est. Cost $21.53 Unrealized -33.4%
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $478 Shares 4,705 Est. Cost $81.13 Unrealized +22.6%
SAP Sap SE Sp ADR 0.0%
Value ($000) $474 Shares 2,350 Est. Cost $92.90 Unrealized
ConocoPhillips 0.0%
Value ($000) $473 Shares 4,133 Est. Cost $86.17 Unrealized
Edwards Lifesciences Corp 0.0%
Value ($000) $471 Shares 5,098 Est. Cost $76.25 Unrealized
VXUS Vanguard Total Intl Stock F 0.0%
Value ($000) $469 Shares 7,783 Est. Cost $56.67 Unrealized
VSS Vanguard FTSE Small Cap ETF 0.0%
Value ($000) $460 Shares 3,916 Est. Cost $115.03 Unrealized
MPLX LP 0.0%
Value ($000) $460 Shares 10,800 Est. Cost $34.29 Unrealized
PRMRF Paramount Resources Ltd Cl A 0.0%
Value ($000) $456 Shares 20,172 Est. Cost $12.53 Unrealized -10.3%
LUV Southwest Airlines Co 0.0%
Value ($000) $455 Shares 15,900 Est. Cost $40.90 Unrealized -34.4%
Netflix Inc 0.0%
Value ($000) $454 Shares 672 Est. Cost $375.92 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $452 Shares 7,552 Est. Cost $23.87 Unrealized +133.4%
Fidelity Natl Information Serv 0.0%
Value ($000) $452 Shares 5,994 Est. Cost $86.85 Unrealized
DSI iShares MSCI KLD 400 Social 0.0%
Value ($000) $428 Shares 4,119 Est. Cost $103.85 Unrealized
CI The Cigna Group Com 0.0%
Value ($000) $423 Shares 1,280 Est. Cost $194.73 Unrealized +71.6%
McKesson Corp 0.0%
Value ($000) $421 Shares 721 Est. Cost $435.53 Unrealized
EPP iShares MSCI Pac Jp ETF 0.0%
Value ($000) $401 Shares 9,330 Est. Cost $43.24 Unrealized
LSI Industries Inc 0.0%
Value ($000) $378 Shares 26,121 Est. Cost $6.37 Unrealized
Cardinal Health Inc 0.0%
Value ($000) $377 Shares 3,835 Est. Cost $111.90 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $374 Shares 9,000 Est. Cost $43.71 Unrealized -3.0%
AXP American Express Co 0.0%
Value ($000) $368 Shares 1,590 Est. Cost $202.90 Unrealized +12.0%
AMAT Applied Materials Inc 0.0%
Value ($000) $364 Shares 1,541 Est. Cost $140.40 Unrealized +50.6%
Ferrari NV 0.0%
Value ($000) $348 Shares 853 Est. Cost $325.21 Unrealized
Check Point Software Tech Ltd 0.0%
Value ($000) $347 Shares 2,100 Est. Cost $97.62 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $344 Shares 11,289 Est. Cost $28.95 Unrealized +9.3%
DuPont de Nemours Inc 0.0%
Value ($000) $343 Shares 4,265 Est. Cost $69.51 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $335 Shares 27,690 Est. Cost $75.03 Unrealized
Nutrien Ltd 0.0%
Value ($000) $294 Shares 5,768 Est. Cost $64.21 Unrealized
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $284 Shares 6,775 Est. Cost $46.96 Unrealized -15.7%
Synovus Financial Corp 0.0%
Value ($000) $276 Shares 6,874 Est. Cost $37.65 Unrealized
Black Stone Minerals LP 0.0%
Value ($000) $274 Shares 17,500 Est. Cost $15.69 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $268 Shares 3,195 Est. Cost $77.38 Unrealized +3.3%
RGLD Royal Gold Inc 0.0%
Value ($000) $250 Shares 2,000 Est. Cost $113.01 Unrealized +10.5%
IFF International Flavors & Fragra 0.0%
Value ($000) $248 Shares 2,600 Est. Cost $72.73 Unrealized +21.7%
ZBRA Zebra Technologies Corp Cl A 0.0%
Value ($000) $247 Shares 800 Est. Cost $228.27 Unrealized +33.2%
AEP American Electric Power Inc 0.0%
Value ($000) $240 Shares 2,735 Est. Cost $82.62 Unrealized 0.0%
Adobe Systems Inc 0.0%
Value ($000) $239 Shares 430 Est. Cost $336.53 Unrealized
Kimbell Royalty Partners LP 0.0%
Value ($000) $237 Shares 14,500 Est. Cost $16.60 Unrealized
DOW Dow Inc 0.0%
Value ($000) $237 Shares 4,467 Est. Cost $49.12 Unrealized +4.3%
EPD Enterprise Products Partners L 0.0%
Value ($000) $231 Shares 7,974 Est. Cost $29.17 Unrealized
PRGS Progress Software Corp 0.0%
Value ($000) $228 Shares 4,201 Est. Cost $41.23 Unrealized +23.1%
C Citigroup Inc 0.0%
Value ($000) $226 Shares 3,565 Est. Cost $52.53 Unrealized +11.8%
HAS Hasbro Inc 0.0%
Value ($000) $224 Shares 3,826 Est. Cost $63.53 Unrealized -12.4%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $214 Shares 1,408 Est. Cost $136.41 Unrealized 0.0%
GE Vernova Inc 0.0%
Value ($000) $213 Shares 1,239 Est. Cost $171.51 Unrealized
SPDR Portfolio Emg MK 0.0%
Value ($000) $212 Shares 5,635 Est. Cost $37.67 Unrealized
Td Synnex Corporation Com 0.0%
Value ($000) $207 Shares 1,793 Est. Cost $113.10 Unrealized
BMO Bank Montreal Que 0.0%
Value ($000) $204 Shares 2,436 Est. Cost $87.67 Unrealized -2.7%
ELV Elevance Health Inc 0.0%
Value ($000) $202 Shares 373 Est. Cost $481.84 Unrealized +6.6%
Ellington Financial Inc 0.0%
Value ($000) $151 Shares 12,500 Est. Cost $14.80 Unrealized
Agilon Health Inc 0.0%
Value ($000) $65 Shares 10,000 Est. Cost $16.14 Unrealized
Plug Power Inc 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $4.72 Unrealized
Blue Water Biotech Inc 0.0%
Value ($000) $6 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 -90.8%