Bahl & Gaynor LLC Diversified Active

Location: Cincinnati, OH

CIK: 0000872259 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 6, 2025

Total Value: $18.91B (100.0% shares, 0.0% debt)

Holdings (336)

Broadcom Inc 6.5%
Value $1.23B Shares 5,304,035 Est. Cost $191.82 Unrealized
PG Procter & Gamble Co 3.7%
Value $698M Shares 4,161,084 Est. Cost $93.80 Unrealized +76.7%
MSFT Microsoft Corp 3.6%
Value $684M Shares 1,622,581 Est. Cost $94.83 Unrealized +345.4%
LLY Eli Lilly & Co 3.5%
Value $658M Shares 851,890 Est. Cost $165.10 Unrealized +397.4%
AbbVie Inc 3.1%
Value $594M Shares 3,340,318 Est. Cost $114.43 Unrealized
HD Home Depot Inc 2.6%
Value $501M Shares 1,287,526 Est. Cost $173.62 Unrealized +128.8%
JPMorgan Chase & Co 2.5%
Value $478M Shares 1,995,558 Est. Cost $149.53 Unrealized
WMB Williams Cos Inc 2.4%
Value $456M Shares 8,425,933 Est. Cost $30.79 Unrealized +68.0%
Merck & Co Inc 2.3%
Value $430M Shares 4,320,178 Est. Cost $87.77 Unrealized
Nextera Energy Inc 2.2%
Value $419M Shares 5,839,058 Est. Cost $85.01 Unrealized
MRSH Marsh & McLennan Cos Inc 2.1%
Value $405M Shares 1,904,629 Est. Cost $110.93 Unrealized +96.3%
PEP PepsiCo Inc 2.1%
Value $388M Shares 2,552,229 Est. Cost $115.39 Unrealized +35.7%
MDLZ Mondelez Intl Inc Cl A 1.9%
Value $362M Shares 6,057,873 Est. Cost $52.10 Unrealized +22.1%
SRE Sempra 1.9%
Value $355M Shares 4,044,620 Est. Cost $62.79 Unrealized +34.3%
PNC PNC Financial Services Group I 1.8%
Value $350M Shares 1,812,990 Est. Cost $120.19 Unrealized +57.5%
Eaton Corp PLC 1.8%
Value $346M Shares 1,042,530 Est. Cost $122.51 Unrealized
TXN Texas Instruments Inc 1.8%
Value $337M Shares 1,796,735 Est. Cost $102.36 Unrealized +88.7%
CVX Chevron Corp 1.8%
Value $334M Shares 2,303,048 Est. Cost $111.72 Unrealized +30.2%
APD Air Prods & Chems Inc 1.7%
Value $331M Shares 1,140,794 Est. Cost $182.07 Unrealized +67.0%
MCD McDonalds Corp 1.7%
Value $319M Shares 1,101,601 Est. Cost $179.08 Unrealized +62.1%
ADP Automatic Data Processing Inc 1.6%
Value $295M Shares 1,007,231 Est. Cost $144.25 Unrealized +99.6%
Travelers Companies Inc 1.5%
Value $286M Shares 1,189,236 Est. Cost $183.60 Unrealized
LMT Lockheed Martin Corp 1.4%
Value $267M Shares 549,218 Est. Cost $302.19 Unrealized +74.5%
Broadridge Financial Solutions 1.4%
Value $255M Shares 1,129,824 Est. Cost $133.06 Unrealized
PAYX Paychex Inc 1.2%
Value $235M Shares 1,675,304 Est. Cost $75.60 Unrealized +81.6%
AAPL Apple Inc 1.0%
Value $196M Shares 782,908 Est. Cost $92.11 Unrealized +154.6%
JNJ Johnson & Johnson 1.0%
Value $192M Shares 1,328,414 Est. Cost $133.14 Unrealized +12.4%
Dell Technologies Inc Cl C 1.0%
Value $185M Shares 1,605,248 Est. Cost $102.90 Unrealized
PSX Phillips 66 1.0%
Value $182M Shares 1,594,147 Est. Cost $92.37 Unrealized +32.1%
MSI Motorola Solutions Inc 0.9%
Value $177M Shares 383,048 Est. Cost $181.85 Unrealized +157.6%
ITW Illinois Tool Works Inc 0.9%
Value $172M Shares 676,727 Est. Cost $116.32 Unrealized +121.2%
O Realty Income Corp 0.9%
Value $171M Shares 3,201,012 Est. Cost $51.43 Unrealized +6.0%
CINF Cincinnati Financial Corp 0.9%
Value $161M Shares 1,120,083 Est. Cost $75.28 Unrealized +88.7%
HIG Hartford Financial Services Gr 0.8%
Value $159M Shares 1,457,147 Est. Cost $79.47 Unrealized +43.1%
TJX TJX Cos Inc 0.8%
Value $157M Shares 1,297,766 Est. Cost $69.54 Unrealized +69.3%
Targa Resources Corp 0.8%
Value $156M Shares 876,099 Est. Cost $114.31 Unrealized
CTAS Cintas Corp 0.8%
Value $155M Shares 845,804 Est. Cost $151.23 Unrealized +37.8%
ProLogis Inc 0.8%
Value $152M Shares 1,438,299 Est. Cost $106.72 Unrealized
CME Group Inc Cl A 0.8%
Value $143M Shares 614,628 Est. Cost $214.52 Unrealized
Accenture PLC Ireland Class A 0.8%
Value $142M Shares 404,005 Est. Cost $188.56 Unrealized
USB US Bancorp Del 0.7%
Value $136M Shares 2,845,827 Est. Cost $35.55 Unrealized +31.2%
Keurig Dr Pepper Inc 0.7%
Value $133M Shares 4,142,883 Est. Cost $35.37 Unrealized
QCOM Qualcomm Inc 0.7%
Value $131M Shares 855,016 Est. Cost $118.51 Unrealized +34.6%
Kinder Morgan Inc 0.7%
Value $129M Shares 4,704,997 Est. Cost $17.72 Unrealized
Cisco Systems Inc 0.7%
Value $128M Shares 2,165,440 Est. Cost $45.82 Unrealized
PPL Corp 0.7%
Value $128M Shares 3,936,992 Est. Cost $30.67 Unrealized
Evercore Inc Class A 0.7%
Value $124M Shares 448,718 Est. Cost $112.52 Unrealized
GLW Corning Inc 0.6%
Value $123M Shares 2,581,217 Est. Cost $31.99 Unrealized +44.9%
WSO Watsco Inc 0.6%
Value $119M Shares 251,529 Est. Cost $244.45 Unrealized +107.2%
UnitedHealth Group Inc 0.6%
Value $119M Shares 235,295 Est. Cost $369.80 Unrealized
ABT Abbott Laboratories 0.6%
Value $112M Shares 990,460 Est. Cost $63.93 Unrealized +77.3%
Exxon Mobil Corp 0.6%
Value $111M Shares 1,035,982 Est. Cost $102.64 Unrealized
SYK Stryker Corp 0.6%
Value $107M Shares 297,677 Est. Cost $106.99 Unrealized +242.4%
OKE Oneok Inc 0.6%
Value $105M Shares 1,044,615 Est. Cost $78.48 Unrealized +23.4%
BAH Booz Allen Hamilton Holding Co 0.5%
Value $103M Shares 796,615 Est. Cost $96.33 Unrealized +56.3%
Victory Cap Holdings Inc Cl A 0.5%
Value $102M Shares 1,557,425 Est. Cost $39.07 Unrealized
KO Coca-Cola Co 0.5%
Value $98.19M Shares 1,577,018 Est. Cost $43.88 Unrealized +43.8%
SNA Snap On Inc 0.5%
Value $97.28M Shares 286,558 Est. Cost $258.59 Unrealized +26.6%
Rtx Corporation Com 0.5%
Value $90.79M Shares 784,561 Est. Cost $92.26 Unrealized
Wec Energy Group Inc 0.5%
Value $88.64M Shares 942,551 Est. Cost $79.99 Unrealized
Hp Inc 0.4%
Value $84.93M Shares 2,602,873 Est. Cost $33.59 Unrealized
Waste Management Inc 0.4%
Value $84.31M Shares 417,834 Est. Cost $147.12 Unrealized
Apollo Global Mgmt Inc Cl A 0.4%
Value $81.93M Shares 496,070 Est. Cost $142.13 Unrealized
AMGN Amgen Inc 0.4%
Value $80.46M Shares 308,715 Est. Cost $194.47 Unrealized +47.1%
AFG American Financial Group Inc O 0.4%
Value $80.21M Shares 585,751 Est. Cost $102.86 Unrealized +22.5%
FAST Fastenal Co 0.4%
Value $71.89M Shares 999,696 Est. Cost $24.51 Unrealized +55.6%
NOC Northrop Grumman Corp 0.4%
Value $67.54M Shares 143,922 Est. Cost $353.81 Unrealized +39.3%
CSL Carlisle Cos Inc 0.4%
Value $66.33M Shares 179,823 Est. Cost $270.26 Unrealized +58.8%
HUBB Hubbell Inc 0.3%
Value $66.15M Shares 157,910 Est. Cost $196.41 Unrealized +123.8%
GD General Dynamics Corp 0.3%
Value $64.3M Shares 244,015 Est. Cost $265.48 Unrealized +6.2%
AVY Avery Dennison Corp 0.3%
Value $63.5M Shares 339,349 Est. Cost $187.26 Unrealized +6.4%
ADI Analog Devices Inc 0.3%
Value $62.04M Shares 292,002 Est. Cost $140.47 Unrealized +54.3%
BlackRock Inc 0.3%
Value $61.45M Shares 59,946 Est. Cost $949.52 Unrealized
BAC Bank America Corp 0.3%
Value $60.77M Shares 1,382,812 Est. Cost $28.45 Unrealized +50.5%
Meta Platforms Inc Cl A 0.3%
Value $58.35M Shares 99,649 Est. Cost $549.05 Unrealized
PKG Packaging Corp America 0.3%
Value $50.84M Shares 225,834 Est. Cost $158.56 Unrealized +41.6%
Kkr & Co Inc Cl A 0.3%
Value $48.96M Shares 331,005 Est. Cost $112.70 Unrealized
CDW Corp 0.3%
Value $48.51M Shares 278,728 Est. Cost $129.07 Unrealized
NiSource Inc 0.2%
Value $46.72M Shares 1,271,039 Est. Cost $28.50 Unrealized
SBUX Starbucks Corp 0.2%
Value $46.5M Shares 509,541 Est. Cost $60.75 Unrealized +54.6%
RPM RPM Intl Inc 0.2%
Value $44.48M Shares 361,446 Est. Cost $57.58 Unrealized +129.1%
IPAR Interparfums Inc 0.2%
Value $42.33M Shares 321,845 Est. Cost $98.80 Unrealized +30.0%
Quest Diagnostics Inc 0.2%
Value $40.97M Shares 271,558 Est. Cost $129.75 Unrealized
CBOE Global Mkts Inc 0.2%
Value $40.14M Shares 205,420 Est. Cost $182.55 Unrealized
Blackstone Inc Com 0.2%
Value $39.78M Shares 230,697 Est. Cost $74.40 Unrealized
KLAC Kla Corporation Com New 0.2%
Value $39.62M Shares 62,869 Est. Cost $358.58 Unrealized +86.6%
CMS CMS Energy Corp 0.2%
Value $39.31M Shares 589,734 Est. Cost $57.08 Unrealized +16.5%
Perrigo Co PLC 0.2%
Value $39.21M Shares 1,525,197 Est. Cost $31.78 Unrealized
ATO Atmos Energy Corp 0.2%
Value $38.35M Shares 275,345 Est. Cost $102.52 Unrealized +35.2%
Amdocs Ltd 0.2%
Value $36.75M Shares 431,673 Est. Cost $81.10 Unrealized
UPS United Parcel Service Inc Cl B 0.2%
Value $36.13M Shares 286,492 Est. Cost $150.37 Unrealized -18.6%
GIL Gildan Activewear Inc 0.2%
Value $34.92M Shares 742,149 Est. Cost $45.38 Unrealized +4.5%
Otis Worldwide Corp 0.2%
Value $34.7M Shares 374,695 Est. Cost $82.42 Unrealized
UNP Union Pacific Corp 0.2%
Value $34.1M Shares 149,540 Est. Cost $175.31 Unrealized +31.3%
HON Honeywell Intl Inc 0.2%
Value $33.57M Shares 148,617 Est. Cost $107.12 Unrealized +90.1%
LHX L3Harris Technologies Inc 0.2%
Value $33.33M Shares 158,516 Est. Cost $192.90 Unrealized +21.6%
ADC Agree Realty Corp 0.2%
Value $33.18M Shares 471,020 Est. Cost $68.48 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 0.2%
Value $32.74M Shares 165,785 Est. Cost $189.99 Unrealized
TXRH Texas Roadhouse Inc 0.2%
Value $32.67M Shares 181,082 Est. Cost $148.60 Unrealized +24.4%
ECL Ecolab Inc 0.2%
Value $32.24M Shares 137,582 Est. Cost $77.80 Unrealized +215.6%
Oracle Corp 0.2%
Value $31.24M Shares 187,462 Est. Cost $148.65 Unrealized
MZTI Lancaster Colony Corp 0.1%
Value $27.37M Shares 158,057 Est. Cost $166.40 Unrealized +10.0%
Zoetis Inc Cl A 0.1%
Value $26.53M Shares 162,808 Est. Cost $165.94 Unrealized
HOMB Home Bancshares Inc 0.1%
Value $26.39M Shares 932,599 Est. Cost $22.67 Unrealized +27.4%
AVT Avnet Inc 0.1%
Value $25.73M Shares 491,737 Est. Cost $43.61 Unrealized +20.5%
Terreno Realty Corp 0.1%
Value $25.48M Shares 430,820 Est. Cost $59.97 Unrealized
LNT Alliant Energy Corp 0.1%
Value $23.82M Shares 402,805 Est. Cost $50.59 Unrealized +15.4%
US Physical Therapy Inc 0.1%
Value $23.08M Shares 260,125 Est. Cost $90.28 Unrealized
NetApp Inc 0.1%
Value $22.62M Shares 194,852 Est. Cost $70.11 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $21.68M Shares 47,819 Est. Cost $148.64 Unrealized +210.6%
Dt Midstream Inc Common Stock 0.1%
Value $21.47M Shares 215,978 Est. Cost $99.43 Unrealized
NKE Nike Inc Cl B 0.1%
Value $21.18M Shares 279,837 Est. Cost $44.22 Unrealized +72.9%
EMR Emerson Electric Co 0.1%
Value $19.37M Shares 156,313 Est. Cost $42.29 Unrealized +181.4%
BDX Becton Dickinson & Co 0.1%
Value $18.97M Shares 83,628 Est. Cost $96.67 Unrealized +133.0%
Avient Corporation Com 0.1%
Value $18.92M Shares 463,124 Est. Cost $40.62 Unrealized
Enbridge Inc 0.1%
Value $18.64M Shares 439,332 Est. Cost $36.99 Unrealized
HSY Hershey Co 0.1%
Value $17.28M Shares 102,050 Est. Cost $193.91 Unrealized -10.8%
MKC McCormick & Co Inc Non Vtg 0.1%
Value $17.14M Shares 224,815 Est. Cost $62.80 Unrealized +21.2%
D R Horton Inc 0.1%
Value $15.94M Shares 114,004 Est. Cost $131.79 Unrealized
Plains Group Hlgs LP A 0.1%
Value $15.13M Shares 823,048 Est. Cost $17.05 Unrealized
iShares Core MSCI EAFE 0.1%
Value $14.55M Shares 207,042 Est. Cost $67.59 Unrealized
FISV Fiserv Inc 0.1%
Value $13.55M Shares 65,975 Est. Cost $48.87 Unrealized +317.8%
Equity Lifestyle Properties In 0.1%
Value $13.46M Shares 202,092 Est. Cost $73.39 Unrealized
Target Corp 0.1%
Value $12.7M Shares 93,964 Est. Cost $121.58 Unrealized
Penske Automotive Group Inc 0.1%
Value $12.58M Shares 82,535 Est. Cost $119.10 Unrealized
CAG Conagra Brands Inc 0.1%
Value $12.28M Shares 442,471 Est. Cost $29.05 Unrealized -9.0%
CHD Church & Dwight Inc 0.1%
Value $12.04M Shares 115,024 Est. Cost $35.97 Unrealized +189.2%
DOV Dover Corp 0.1%
Value $11.72M Shares 62,499 Est. Cost $56.71 Unrealized +240.4%
Meritage Homes Corp 0.1%
Value $11.34M Shares 73,755 Est. Cost $175.09 Unrealized
FFBC First Financial Bancorp OH 0.1%
Value $11.29M Shares 420,060 Est. Cost $20.96 Unrealized +24.5%
LMAT Lemaitre Vascular Inc 0.1%
Value $11.26M Shares 122,247 Est. Cost $31.85 Unrealized +198.9%
Ensign Group Inc 0.1%
Value $10.64M Shares 80,066 Est. Cost $62.55 Unrealized
Insperity Inc 0.1%
Value $10.59M Shares 136,690 Est. Cost $104.36 Unrealized
WMT Wal-Mart Inc 0.1%
Value $10.54M Shares 116,694 Est. Cost $48.25 Unrealized +77.8%
Alphabet Inc Cap Stock Cl C 0.1%
Value $10.53M Shares 55,312 Est. Cost $144.75 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value $10.47M Shares 86,641 Est. Cost $119.72 Unrealized +20.2%
LOW Lowes Cos Inc 0.1%
Value $10.24M Shares 41,481 Est. Cost $61.87 Unrealized +322.8%
Novartis AG Sp ADR 0.1%
Value $9.634M Shares 99,001 Est. Cost $75.54 Unrealized
MarketAxess Holdings Inc 0.1%
Value $9.513M Shares 42,085 Est. Cost $222.02 Unrealized
ROP Roper Technologies Inc 0.0%
Value $9.278M Shares 17,847 Est. Cost $162.93 Unrealized +234.1%
CW Curtiss Wright Corp 0.0%
Value $9.1M Shares 25,642 Est. Cost $152.75 Unrealized +135.2%
Alphabet Inc Cap Stock Cl A 0.0%
Value $9.021M Shares 47,653 Est. Cost $145.06 Unrealized
Chemed Corp 0.0%
Value $8.958M Shares 16,909 Est. Cost $454.97 Unrealized
RMD ResMed Inc 0.0%
Value $8.823M Shares 38,579 Est. Cost $49.85 Unrealized +378.3%
AJG Gallagher Arthur J & Co 0.0%
Value $8.735M Shares 30,775 Est. Cost $68.32 Unrealized +321.6%
Tetra Tech Inc 0.0%
Value $8.407M Shares 211,017 Est. Cost $58.72 Unrealized
DIS Disney Walt Co Disney 0.0%
Value $8.343M Shares 74,924 Est. Cost $64.42 Unrealized +60.7%
AAON AAON Inc 0.0%
Value $8.303M Shares 70,555 Est. Cost $49.73 Unrealized +145.3%
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value $8.171M Shares 12 Est. Cost $301345.10 Unrealized +129.8%
Visa Inc Cl A 0.0%
Value $7.929M Shares 25,088 Est. Cost $182.06 Unrealized
FSS Federal Signal Corp 0.0%
Value $7.647M Shares 82,770 Est. Cost $27.14 Unrealized +236.4%
BCPC Balchem Corp 0.0%
Value $7.563M Shares 46,402 Est. Cost $63.58 Unrealized +169.9%
TSCO Tractor Supply Co 0.0%
Value $7.197M Shares 135,647 Est. Cost $54.82 Unrealized +1.1%
Costco Wholesale Corp 0.0%
Value $7.1M Shares 7,749 Est. Cost $348.17 Unrealized
ATR AptarGroup Inc 0.0%
Value $7.013M Shares 44,642 Est. Cost $111.17 Unrealized +47.7%
Carrier Global Corporation Com 0.0%
Value $6.874M Shares 100,696 Est. Cost $23.49 Unrealized
VEU Vanguard All World ex-US 0.0%
Value $6.637M Shares 115,614 Est. Cost $50.90 Unrealized
Texas Pacific Land Corporation 0.0%
Value $6.636M Shares 6,000 Est. Cost $628.01 Unrealized
GWW Grainger W W Inc 0.0%
Value $5.948M Shares 5,643 Est. Cost $378.39 Unrealized +194.9%
Enpro Inc Com 0.0%
Value $5.911M Shares 34,278 Est. Cost $94.01 Unrealized
FITB Fifth Third Bancorp 0.0%
Value $5.897M Shares 139,468 Est. Cost $12.31 Unrealized +248.8%
MSA Msa Safety Inc 0.0%
Value $5.878M Shares 35,458 Est. Cost $125.65 Unrealized +36.4%
NVIDIA Corp 0.0%
Value $5.853M Shares 43,583 Est. Cost $136.59 Unrealized
Crown Castle Inc 0.0%
Value $5.515M Shares 60,763 Est. Cost $129.29 Unrealized
Kinsale Cap Group Inc 0.0%
Value $5.515M Shares 11,856 Est. Cost $117.37 Unrealized
AMZN Amazon.com Inc 0.0%
Value $5.364M Shares 24,449 Est. Cost $129.37 Unrealized +58.1%
CPK Chesapeake Utilities Corp 0.0%
Value $5.263M Shares 43,369 Est. Cost $95.10 Unrealized +26.9%
Intuitive Surgical Inc 0.0%
Value $5.234M Shares 10,028 Est. Cost $399.77 Unrealized
Energy Transfer LP 0.0%
Value $5.222M Shares 266,569 Est. Cost $13.31 Unrealized
WFC Wells Fargo Co 0.0%
Value $5.13M Shares 73,038 Est. Cost $38.45 Unrealized +73.4%
NSRGY Nestle SA Sp ADR 0.0%
Value $4.837M Shares 58,535 Est. Cost $68.43 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value $4.561M Shares 26,020 Est. Cost $58.18 Unrealized +202.4%
UTZ Utz Brands Inc Cl A 0.0%
Value $4.45M Shares 284,176 Est. Cost $19.57 Unrealized -13.6%
Bwx Technologies Inc 0.0%
Value $4.348M Shares 39,036 Est. Cost $68.46 Unrealized
MasterCard Incorporated Cl A 0.0%
Value $4.248M Shares 8,068 Est. Cost $247.35 Unrealized
Comcast Corp Cl A 0.0%
Value $4.166M Shares 110,993 Est. Cost $38.46 Unrealized
Kenvue Inc 0.0%
Value $4.116M Shares 192,806 Est. Cost $20.15 Unrealized
Regions Financial Corp 0.0%
Value $4.071M Shares 173,080 Est. Cost $18.31 Unrealized
Innospec Inc 0.0%
Value $3.957M Shares 35,956 Est. Cost $102.92 Unrealized
Medtronic PLC 0.0%
Value $3.95M Shares 49,446 Est. Cost $91.99 Unrealized
Coherent Corp Com 0.0%
Value $3.671M Shares 38,750 Est. Cost $35.85 Unrealized
UFP INDUSTRIES INC COM 0.0%
Value $3.638M Shares 32,291 Est. Cost $49.35 Unrealized
PM Philip Morris Intl Inc 0.0%
Value $3.597M Shares 29,885 Est. Cost $78.59 Unrealized +53.5%
LFUS Littelfuse Inc 0.0%
Value $3.592M Shares 15,241 Est. Cost $256.58 Unrealized -2.8%
Duke Energy Corp 0.0%
Value $3.517M Shares 32,644 Est. Cost $83.37 Unrealized
Linde PLC 0.0%
Value $3.446M Shares 8,232 Est. Cost $357.57 Unrealized
INTC Intel Corp 0.0%
Value $3.327M Shares 165,926 Est. Cost $17.63 Unrealized +27.8%
TFX Teleflex Inc 0.0%
Value $3.042M Shares 17,090 Est. Cost $110.18 Unrealized +84.1%
MPWR Monolithic Power Systems Inc 0.0%
Value $3.037M Shares 5,132 Est. Cost $115.84 Unrealized +518.7%
DCI Donaldson Inc 0.0%
Value $2.926M Shares 43,438 Est. Cost $30.92 Unrealized +133.6%
KR Kroger Co 0.0%
Value $2.718M Shares 44,453 Est. Cost $24.40 Unrealized +135.0%
Universal Display Corp 0.0%
Value $2.711M Shares 18,541 Est. Cost $153.57 Unrealized
Valero Energy Corp 0.0%
Value $2.613M Shares 21,312 Est. Cost $96.07 Unrealized
POWI Power Integrations Inc 0.0%
Value $2.58M Shares 41,816 Est. Cost $59.94 Unrealized +3.9%
BMY Bristol-Myers Squibb Co 0.0%
Value $2.543M Shares 44,953 Est. Cost $31.94 Unrealized +64.6%
IBM Intl Business Machines 0.0%
Value $2.447M Shares 11,130 Est. Cost $133.94 Unrealized +61.5%
Applied Industrial Technologie 0.0%
Value $2.395M Shares 10,000 Est. Cost $70.34 Unrealized
NSC Norfolk Southern Corp 0.0%
Value $2.234M Shares 9,518 Est. Cost $86.78 Unrealized +186.3%
SHEL Shell PLC Spon ADS 0.0%
Value $2.183M Shares 34,850 Est. Cost $55.98 Unrealized
CAT Caterpillar Inc 0.0%
Value $2.133M Shares 5,880 Est. Cost $156.20 Unrealized +144.4%
Encompass Health Corp 0.0%
Value $2.124M Shares 23,001 Est. Cost $71.63 Unrealized
Verizon Communications Inc 0.0%
Value $2.087M Shares 52,191 Est. Cost $53.36 Unrealized
Genpact Limited 0.0%
Value $2.079M Shares 48,398 Est. Cost $37.60 Unrealized
VIGI Vanguard Intl Dvd ETF 0.0%
Value $2.052M Shares 25,659 Est. Cost $76.29 Unrealized
KMB Kimberly Clark Corp 0.0%
Value $2.043M Shares 15,592 Est. Cost $80.79 Unrealized +61.0%
Altria Group Inc 0.0%
Value $2.015M Shares 38,542 Est. Cost $49.97 Unrealized
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value $1.97M Shares 44,735 Est. Cost $43.24 Unrealized
MPLX LP 0.0%
Value $1.937M Shares 40,475 Est. Cost $41.97 Unrealized
CL Colgate Palmolive Co 0.0%
Value $1.776M Shares 19,537 Est. Cost $48.83 Unrealized +90.6%
CLX Clorox Co 0.0%
Value $1.734M Shares 10,674 Est. Cost $66.76 Unrealized +135.7%
Goldman Sachs Group Inc 0.0%
Value $1.705M Shares 2,977 Est. Cost $400.00 Unrealized
Paypal Holdings Inc 0.0%
Value $1.701M Shares 19,925 Est. Cost $65.48 Unrealized
3M Co 0.0%
Value $1.576M Shares 12,206 Est. Cost $182.77 Unrealized
DE Deere & Co 0.0%
Value $1.533M Shares 3,618 Est. Cost $351.30 Unrealized +17.8%
EFA iShares MSCI EAFE ETF 0.0%
Value $1.523M Shares 20,142 Est. Cost $61.79 Unrealized
Agilent Technologies Inc 0.0%
Value $1.488M Shares 11,074 Est. Cost $100.42 Unrealized
Diageo PLC Sp ADR 0.0%
Value $1.475M Shares 11,602 Est. Cost $148.33 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value $1.472M Shares 8,343 Est. Cost $161.07 Unrealized +25.5%
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value $1.46M Shares 30,539 Est. Cost $47.74 Unrealized
WST West Pharmaceutical Svsc Inc 0.0%
Value $1.429M Shares 4,364 Est. Cost $237.86 Unrealized +31.8%
EOG Resources Inc 0.0%
Value $1.417M Shares 11,556 Est. Cost $124.44 Unrealized
GIS General Mills Inc 0.0%
Value $1.411M Shares 22,134 Est. Cost $37.22 Unrealized +72.2%
CSX CSX Corp 0.0%
Value $1.373M Shares 42,551 Est. Cost $25.86 Unrealized +30.2%
Steris PLC SHS USD 0.0%
Value $1.359M Shares 6,609 Est. Cost $129.98 Unrealized
GPC Genuine Parts Co 0.0%
Value $1.354M Shares 11,598 Est. Cost $65.15 Unrealized +84.4%
NXP Semiconductors NV 0.0%
Value $1.351M Shares 6,498 Est. Cost $199.92 Unrealized
SHW Sherwin Williams Co 0.0%
Value $1.349M Shares 3,969 Est. Cost $235.90 Unrealized +56.7%
LyondellBasell Industries NV A 0.0%
Value $1.342M Shares 18,066 Est. Cost $94.65 Unrealized
Stag Industrial Inc 0.0%
Value $1.306M Shares 38,625 Est. Cost $34.67 Unrealized
R Ryder Systems Inc 0.0%
Value $1.293M Shares 8,242 Est. Cost $156.26 Unrealized 0.0%
EL Lauder Estee Cos Inc Cl A 0.0%
Value $1.289M Shares 17,185 Est. Cost $80.05 Unrealized -3.4%
American Tower Corp 0.0%
Value $1.277M Shares 6,961 Est. Cost $231.40 Unrealized
PFE Pfizer Inc 0.0%
Value $1.273M Shares 47,982 Est. Cost $25.81 Unrealized -2.7%
Truist Financial Corp 0.0%
Value $1.271M Shares 29,296 Est. Cost $48.46 Unrealized
MCO Moodys Corp 0.0%
Value $1.196M Shares 2,527 Est. Cost $74.98 Unrealized +531.0%
SO Southern Co 0.0%
Value $1.193M Shares 14,490 Est. Cost $50.51 Unrealized +67.3%
NDSN Nordson Corp 0.0%
Value $1.152M Shares 5,504 Est. Cost $169.08 Unrealized +43.5%
SJM Smucker J M Co 0.0%
Value $1.148M Shares 10,421 Est. Cost $102.07 Unrealized +7.7%
W P Carey Inc 0.0%
Value $1.128M Shares 20,709 Est. Cost $67.54 Unrealized
WKC World Kinect Corporation 0.0%
Value $1.114M Shares 40,497 Est. Cost $27.16 Unrealized +5.6%
MCHP Microchip Technology Inc 0.0%
Value $1.044M Shares 18,201 Est. Cost $56.65 Unrealized +17.1%
DAL Delta Air Lines Inc 0.0%
Value $1.016M Shares 16,800 Est. Cost $37.88 Unrealized +54.0%
First Industrial Realty Trust 0.0%
Value $1.001M Shares 19,972 Est. Cost $52.64 Unrealized
XYZ Block Inc Cl A 0.0%
Value $969K Shares 11,400 Est. Cost $56.54 Unrealized +45.1%
TMO Thermo Fisher Scientific Inc 0.0%
Value $968K Shares 1,861 Est. Cost $312.39 Unrealized +75.3%
Fortive Corp 0.0%
Value $962K Shares 12,820 Est. Cost $69.61 Unrealized
CSGS CSG Systems Intl Inc 0.0%
Value $945K Shares 18,493 Est. Cost $46.73 Unrealized +7.5%
GE General Electric Co 0.0%
Value $931K Shares 5,581 Est. Cost $68.29 Unrealized +159.4%
Black Stone Minerals LP 0.0%
Value $898K Shares 61,500 Est. Cost $15.22 Unrealized
First Interstate Banc Sys Inc 0.0%
Value $849K Shares 26,158 Est. Cost $37.18 Unrealized
HEI Heico Corp 0.0%
Value $848K Shares 3,568 Est. Cost $86.12 Unrealized +200.8%
Marathon Petroleum Corp 0.0%
Value $833K Shares 5,974 Est. Cost $124.50 Unrealized
AT&T Inc 0.0%
Value $832K Shares 36,552 Est. Cost $24.24 Unrealized
iShares Core MSCI Emerg Mkt 0.0%
Value $821K Shares 15,715 Est. Cost $56.83 Unrealized
Pool Corporation 0.0%
Value $771K Shares 2,262 Est. Cost $253.77 Unrealized
Constellation Brands Inc Cl A 0.0%
Value $761K Shares 3,443 Est. Cost $205.30 Unrealized
ServiceNow Inc 0.0%
Value $758K Shares 715 Est. Cost $558.08 Unrealized
Kimbell Royalty Partners LP 0.0%
Value $751K Shares 46,300 Est. Cost $16.25 Unrealized
CVS CVS Health Corp 0.0%
Value $738K Shares 16,451 Est. Cost $70.89 Unrealized -24.3%
DHR Danaher Corp 0.0%
Value $703K Shares 3,061 Est. Cost $91.37 Unrealized +167.0%
BF/B Brown Forman Corp Cl B 0.0%
Value $703K Shares 18,500 Est. Cost $34.27 Unrealized +24.1%
Zimmer Biomet Holdings Inc 0.0%
Value $692K Shares 6,548 Est. Cost $112.99 Unrealized
Esquire Financial Holdings Inc 0.0%
Value $684K Shares 8,600 Est. Cost $65.21 Unrealized
Alcon Inc 0.0%
Value $682K Shares 8,036 Est. Cost $62.05 Unrealized
MS Morgan Stanley 0.0%
Value $671K Shares 5,340 Est. Cost $63.63 Unrealized +87.8%
Tesla Inc 0.0%
Value $668K Shares 1,655 Est. Cost $250.27 Unrealized
NEM NEWMONT CORPORATION COM 0.0%
Value $643K Shares 17,275 Est. Cost $47.87 Unrealized -6.8%
FHN First Horizon Natl Corp 0.0%
Value $636K Shares 31,577 Est. Cost $21.53 Unrealized -15.6%
SYY Sysco Corp 0.0%
Value $635K Shares 8,310 Est. Cost $60.05 Unrealized +23.1%
One Gas Inc 0.0%
Value $631K Shares 9,111 Est. Cost $75.30 Unrealized
Eversource Energy 0.0%
Value $607K Shares 10,572 Est. Cost $80.81 Unrealized
Netflix Inc 0.0%
Value $593K Shares 665 Est. Cost $375.92 Unrealized
SSD Simpson Manufacturing Co Inc 0.0%
Value $589K Shares 3,549 Est. Cost $45.31 Unrealized +300.7%
C H Robinson Worldwide Inc 0.0%
Value $586K Shares 5,670 Est. Cost $85.05 Unrealized
SAP Sap SE Sp ADR 0.0%
Value $579K Shares 2,350 Est. Cost $92.90 Unrealized
Encora Inc Com 0.0%
Value $572K Shares 2,544 Est. Cost $185.56 Unrealized
IDEX Corp 0.0%
Value $568K Shares 2,713 Est. Cost $151.76 Unrealized
Hillenbrand Inc 0.0%
Value $563K Shares 18,280 Est. Cost $23.70 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value $558K Shares 34,279 Est. Cost $11.51 Unrealized +36.4%
UBCP United Bancorp Inc Ohio 0.0%
Value $558K Shares 42,900 Est. Cost $12.27 Unrealized +7.2%
Canadian Pacific Kansas City C 0.0%
Value $551K Shares 7,614 Est. Cost $76.94 Unrealized
LUV Southwest Airlines Co 0.0%
Value $535K Shares 15,900 Est. Cost $40.90 Unrealized -24.0%
SCHW Schwab Charles Corp 0.0%
Value $516K Shares 6,976 Est. Cost $44.22 Unrealized +66.9%
INTU Intuit 0.0%
Value $510K Shares 811 Est. Cost $389.47 Unrealized +63.0%
BK Bank New York Mellon Corp 0.0%
Value $485K Shares 6,313 Est. Cost $23.87 Unrealized +216.3%
Cardinal Health Inc 0.0%
Value $471K Shares 3,985 Est. Cost $111.85 Unrealized
HRL Hormel Foods Corp 0.0%
Value $450K Shares 14,350 Est. Cost $29.21 Unrealized +2.8%
EPD Enterprise Products Partners L 0.0%
Value $450K Shares 14,351 Est. Cost $29.14 Unrealized
VSS Vanguard FTSE Small Cap ETF 0.0%
Value $448K Shares 3,916 Est. Cost $115.03 Unrealized
AXP American Express Co 0.0%
Value $445K Shares 1,498 Est. Cost $202.90 Unrealized +39.8%
Synovus Financial Corp 0.0%
Value $442K Shares 8,622 Est. Cost $39.03 Unrealized
Nexstar Media Group Inc Cl A 0.0%
Value $437K Shares 2,769 Est. Cost $135.21 Unrealized
McKesson Corp 0.0%
Value $403K Shares 707 Est. Cost $435.53 Unrealized
PRMRF Paramount Resources Ltd Cl A 0.0%
Value $403K Shares 18,206 Est. Cost $12.53 Unrealized -15.5%
SLP Simulations Plus Inc 0.0%
Value $402K Shares 14,400 Est. Cost $24.38 Unrealized +24.9%
LRCX Lam Research Corp 0.0%
Value $397K Shares 5,500 Est. Cost $76.05 Unrealized -1.4%
Check Point Software Tech Ltd 0.0%
Value $392K Shares 2,100 Est. Cost $97.62 Unrealized
OGE OGE Energy Corp 0.0%
Value $392K Shares 9,500 Est. Cost $38.81 Unrealized +7.3%
GE Vernova Inc 0.0%
Value $389K Shares 1,182 Est. Cost $171.51 Unrealized
Edwards Lifesciences Corp 0.0%
Value $377K Shares 5,098 Est. Cost $76.25 Unrealized
Ferrari NV 0.0%
Value $362K Shares 853 Est. Cost $325.21 Unrealized
CI The Cigna Group Com 0.0%
Value $352K Shares 1,276 Est. Cost $194.73 Unrealized +59.9%
VXUS Vanguard Total Intl Stock F 0.0%
Value $351K Shares 5,952 Est. Cost $56.67 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value $348K Shares 1,912 Est. Cost $188.91 Unrealized 0.0%
ConocoPhillips 0.0%
Value $348K Shares 3,507 Est. Cost $87.73 Unrealized
SPDR Portfolio Emg MK 0.0%
Value $332K Shares 8,650 Est. Cost $39.19 Unrealized
LKQ LKQ Corp 0.0%
Value $331K Shares 9,000 Est. Cost $43.71 Unrealized -15.8%
Fidelity Natl Information Serv 0.0%
Value $320K Shares 3,962 Est. Cost $86.85 Unrealized
NTRS Northern Trust Corp 0.0%
Value $317K Shares 3,095 Est. Cost $77.38 Unrealized +28.0%
Brookfield Infrast Partners LP 0.0%
Value $316K Shares 9,941 Est. Cost $35.04 Unrealized
ZBRA Zebra Technologies Corp Cl A 0.0%
Value $309K Shares 800 Est. Cost $228.27 Unrealized +69.7%
CNQ Canadian Natural Resources Ltd 0.0%
Value $272K Shares 8,806 Est. Cost $32.47 Unrealized 0.0%
AEP American Electric Power Inc 0.0%
Value $266K Shares 2,884 Est. Cost $83.16 Unrealized +12.0%
RGLD Royal Gold Inc 0.0%
Value $264K Shares 2,000 Est. Cost $113.01 Unrealized +27.7%
GHC Graham Holdings Co 0.0%
Value $262K Shares 300 Est. Cost $866.75 Unrealized 0.0%
PPG PPG Industries Inc 0.0%
Value $261K Shares 2,185 Est. Cost $122.00 Unrealized -0.4%
C Citigroup Inc 0.0%
Value $251K Shares 3,565 Est. Cost $52.53 Unrealized +24.5%
Nutrien Ltd 0.0%
Value $241K Shares 5,384 Est. Cost $64.21 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value $240K Shares 1,353 Est. Cost $136.41 Unrealized +25.5%
DSI iShares MSCI KLD 400 Social 0.0%
Value $237K Shares 2,147 Est. Cost $104.64 Unrealized
PRGS Progress Software Corp 0.0%
Value $228K Shares 3,503 Est. Cost $41.23 Unrealized +62.0%
DuPont de Nemours Inc 0.0%
Value $223K Shares 2,922 Est. Cost $69.51 Unrealized
Sprott Physical Gold & Silver 0.0%
Value $219K Shares 9,201 Est. Cost $24.49 Unrealized
GILD Gilead Sciences Inc 0.0%
Value $217K Shares 2,354 Est. Cost $87.00 Unrealized 0.0%
BSX Boston Scientific Corp 0.0%
Value $215K Shares 2,409 Est. Cost $78.83 Unrealized +11.7%
CGNX Cognex Corp 0.0%
Value $215K Shares 6,000 Est. Cost $41.24 Unrealized -6.0%
YUM Yum Brands Inc 0.0%
Value $211K Shares 1,575 Est. Cost $129.52 Unrealized +2.1%
Td Synnex Corporation Com 0.0%
Value $210K Shares 1,793 Est. Cost $113.10 Unrealized
CPT Camden Property Trust 0.0%
Value $207K Shares 1,785 Est. Cost $111.97 Unrealized +2.2%
BHP Bhp Billiton Ltd Sponsored Ads 0.0%
Value $204K Shares 4,175 Est. Cost $61.79 Unrealized
LAND Gladstone Ld Corp 0.0%
Value $179K Shares 16,475 Est. Cost $13.90 Unrealized
Ellington Financial Inc 0.0%
Value $152K Shares 12,500 Est. Cost $14.80 Unrealized
Plug Power Inc 0.0%
Value $21,300 Shares 10,000 Est. Cost $4.72 Unrealized
Agilon Health Inc 0.0%
Value $19,000 Shares 10,000 Est. Cost $16.14 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value $321 Shares 160,734 Est. Cost $0.10 Unrealized -97.3%
Alternet Systems Inc 0.0%
Value $100 Shares 110,990 Est. Cost $0.00 Unrealized