BAHL & GAYNOR INC Diversified Active

CIK: 0000872259 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value ($000): $19,619,912 (100.0% shares, 0.0% debt)

Holdings (337)

PG Procter & Gamble Co 3.7%
Value ($000) $729,055 Shares 4,277,991 Est. Cost $95.71 Unrealized +71.3%
Broadcom Inc 3.7%
Value ($000) $726,498 Shares 4,339,117 Est. Cost $191.82 Unrealized
LLY Eli Lilly & Co 3.6%
Value ($000) $697,399 Shares 844,400 Est. Cost $165.10 Unrealized +400.7%
AbbVie Inc 3.5%
Value ($000) $691,095 Shares 3,298,466 Est. Cost $114.43 Unrealized
WMB Williams Cos Inc 3.4%
Value ($000) $674,566 Shares 11,287,921 Est. Cost $37.04 Unrealized +49.7%
MSFT Microsoft Corp 3.1%
Value ($000) $602,400 Shares 1,604,730 Est. Cost $94.83 Unrealized +327.2%
JPMorgan Chase & Co 2.6%
Value ($000) $512,279 Shares 2,088,378 Est. Cost $153.79 Unrealized
MRSH Marsh & McLennan Cos Inc 2.4%
Value ($000) $478,420 Shares 1,960,496 Est. Cost $114.13 Unrealized +95.7%
HD Home Depot Inc 2.4%
Value ($000) $463,717 Shares 1,265,292 Est. Cost $173.62 Unrealized +119.3%
Travelers Companies Inc 2.3%
Value ($000) $444,101 Shares 1,679,275 Est. Cost $207.20 Unrealized
MDLZ Mondelez Intl Inc Cl A 2.1%
Value ($000) $417,090 Shares 6,147,235 Est. Cost $52.21 Unrealized +14.4%
Nextera Energy Inc 2.1%
Value ($000) $407,860 Shares 5,753,427 Est. Cost $85.01 Unrealized
TXN Texas Instruments Inc 2.0%
Value ($000) $396,620 Shares 2,207,124 Est. Cost $117.21 Unrealized +55.5%
CVX Chevron Corp 1.9%
Value ($000) $380,005 Shares 2,271,537 Est. Cost $111.72 Unrealized +34.7%
JNJ Johnson & Johnson 1.8%
Value ($000) $362,873 Shares 2,188,091 Est. Cost $140.73 Unrealized +8.3%
PEP PepsiCo Inc 1.8%
Value ($000) $347,527 Shares 2,317,774 Est. Cost $115.39 Unrealized +24.3%
MCD McDonalds Corp 1.7%
Value ($000) $342,940 Shares 1,097,866 Est. Cost $179.08 Unrealized +63.6%
Merck & Co Inc 1.7%
Value ($000) $335,756 Shares 3,740,595 Est. Cost $87.77 Unrealized
APD Air Prods & Chems Inc 1.7%
Value ($000) $331,458 Shares 1,123,892 Est. Cost $182.07 Unrealized +65.0%
Eaton Corp PLC 1.7%
Value ($000) $327,443 Shares 1,204,589 Est. Cost $142.60 Unrealized
ADP Automatic Data Processing Inc 1.5%
Value ($000) $292,402 Shares 957,031 Est. Cost $144.25 Unrealized +104.8%
SRE Sempra 1.5%
Value ($000) $285,579 Shares 4,001,946 Est. Cost $62.79 Unrealized +20.3%
Broadridge Financial Solutions 1.4%
Value ($000) $283,278 Shares 1,168,351 Est. Cost $136.66 Unrealized
PNC PNC Financial Services Group I 1.4%
Value ($000) $279,793 Shares 1,591,813 Est. Cost $120.19 Unrealized +52.5%
PAYX Paychex Inc 1.4%
Value ($000) $270,830 Shares 1,755,442 Est. Cost $78.69 Unrealized +81.9%
HIG Hartford Financial Services Gr 1.4%
Value ($000) $264,972 Shares 2,141,537 Est. Cost $90.16 Unrealized +25.3%
LMT Lockheed Martin Corp 1.2%
Value ($000) $242,304 Shares 542,420 Est. Cost $302.19 Unrealized +48.3%
Targa Resources Corp 1.0%
Value ($000) $186,926 Shares 932,440 Est. Cost $119.52 Unrealized
PSX Phillips 66 0.9%
Value ($000) $181,312 Shares 1,468,353 Est. Cost $92.37 Unrealized +29.1%
CINF Cincinnati Financial Corp 0.9%
Value ($000) $172,785 Shares 1,169,676 Est. Cost $77.92 Unrealized +76.7%
MSI Motorola Solutions Inc 0.9%
Value ($000) $170,249 Shares 388,866 Est. Cost $185.73 Unrealized +137.7%
CTAS Cintas Corp 0.9%
Value ($000) $170,017 Shares 827,215 Est. Cost $151.23 Unrealized +30.8%
AAPL Apple Inc 0.9%
Value ($000) $168,730 Shares 759,601 Est. Cost $92.11 Unrealized +150.5%
ITW Illinois Tool Works Inc 0.9%
Value ($000) $168,189 Shares 678,156 Est. Cost $116.32 Unrealized +115.5%
CME Group Inc Cl A 0.9%
Value ($000) $167,276 Shares 630,540 Est. Cost $215.80 Unrealized
TJX TJX Cos Inc 0.8%
Value ($000) $161,432 Shares 1,325,389 Est. Cost $70.59 Unrealized +70.1%
WSO Watsco Inc 0.8%
Value ($000) $147,573 Shares 290,327 Est. Cost $277.65 Unrealized +77.5%
Keurig Dr Pepper Inc 0.7%
Value ($000) $145,531 Shares 4,252,806 Est. Cost $35.34 Unrealized
UnitedHealth Group Inc 0.7%
Value ($000) $145,104 Shares 277,048 Est. Cost $393.00 Unrealized
Wec Energy Group Inc 0.7%
Value ($000) $143,800 Shares 1,319,511 Est. Cost $88.27 Unrealized
PPL Corp 0.7%
Value ($000) $143,458 Shares 3,972,797 Est. Cost $30.67 Unrealized
Exxon Mobil Corp 0.7%
Value ($000) $140,575 Shares 1,181,994 Est. Cost $104.65 Unrealized
O Realty Income Corp 0.7%
Value ($000) $139,757 Shares 2,409,181 Est. Cost $51.43 Unrealized +2.3%
Kinder Morgan Inc 0.7%
Value ($000) $134,332 Shares 4,708,438 Est. Cost $17.72 Unrealized
Cisco Systems Inc 0.7%
Value ($000) $131,738 Shares 2,134,787 Est. Cost $45.82 Unrealized
Accenture PLC Ireland Class A 0.7%
Value ($000) $129,563 Shares 415,214 Est. Cost $191.89 Unrealized
ABT Abbott Laboratories 0.7%
Value ($000) $128,258 Shares 966,888 Est. Cost $63.93 Unrealized +96.3%
ProLogis Inc 0.6%
Value ($000) $123,522 Shares 1,104,949 Est. Cost $106.72 Unrealized
QCOM Qualcomm Inc 0.6%
Value ($000) $121,244 Shares 789,299 Est. Cost $118.51 Unrealized +34.7%
Waste Management Inc 0.6%
Value ($000) $119,179 Shares 514,791 Est. Cost $163.01 Unrealized
Dell Technologies Inc Cl C 0.6%
Value ($000) $117,996 Shares 1,294,523 Est. Cost $102.90 Unrealized
GLW Corning Inc 0.6%
Value ($000) $116,833 Shares 2,552,062 Est. Cost $31.99 Unrealized +51.8%
KO Coca-Cola Co 0.6%
Value ($000) $115,250 Shares 1,609,189 Est. Cost $44.31 Unrealized +46.6%
SNA Snap On Inc 0.6%
Value ($000) $114,835 Shares 340,746 Est. Cost $270.22 Unrealized +22.8%
USB US Bancorp Del 0.6%
Value ($000) $113,553 Shares 2,689,565 Est. Cost $35.55 Unrealized +24.3%
SYK Stryker Corp 0.5%
Value ($000) $107,326 Shares 288,316 Est. Cost $106.99 Unrealized +252.5%
Victory Cap Holdings Inc Cl A 0.5%
Value ($000) $105,671 Shares 1,825,998 Est. Cost $41.83 Unrealized
Rtx Corporation Com 0.5%
Value ($000) $103,657 Shares 782,551 Est. Cost $92.26 Unrealized
OKE Oneok Inc 0.5%
Value ($000) $103,436 Shares 1,042,492 Est. Cost $78.48 Unrealized +21.0%
VICI Vici Properties Inc 0.5%
Value ($000) $99,701 Shares 3,056,435 Est. Cost $29.16 Unrealized 0.0%
AMGN Amgen Inc 0.5%
Value ($000) $91,407 Shares 293,395 Est. Cost $194.47 Unrealized +47.7%
Evercore Inc Class A 0.5%
Value ($000) $89,382 Shares 447,536 Est. Cost $112.52 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 0.5%
Value ($000) $89,128 Shares 536,913 Est. Cost $173.41 Unrealized
BAH Booz Allen Hamilton Holding Co 0.4%
Value ($000) $87,343 Shares 835,176 Est. Cost $97.30 Unrealized +20.6%
UNP Union Pacific Corp 0.4%
Value ($000) $87,082 Shares 368,615 Est. Cost $211.13 Unrealized +11.6%
AFG American Financial Group Inc O 0.4%
Value ($000) $84,776 Shares 645,466 Est. Cost $104.53 Unrealized +15.7%
Apollo Global Mgmt Inc Cl A 0.4%
Value ($000) $81,752 Shares 596,988 Est. Cost $141.25 Unrealized
FAST Fastenal Co 0.4%
Value ($000) $76,963 Shares 992,436 Est. Cost $24.51 Unrealized +50.3%
Hp Inc 0.4%
Value ($000) $73,621 Shares 2,658,753 Est. Cost $33.47 Unrealized
AVY Avery Dennison Corp 0.4%
Value ($000) $70,680 Shares 397,143 Est. Cost $186.25 Unrealized -3.2%
HUBB Hubbell Inc 0.4%
Value ($000) $68,862 Shares 208,098 Est. Cost $241.31 Unrealized +58.6%
GD General Dynamics Corp 0.4%
Value ($000) $68,739 Shares 252,180 Est. Cost $265.17 Unrealized -3.5%
Meta Platforms Inc Cl A 0.3%
Value ($000) $67,143 Shares 116,494 Est. Cost $553.00 Unrealized
CSL Carlisle Cos Inc 0.3%
Value ($000) $64,288 Shares 188,804 Est. Cost $274.23 Unrealized +29.0%
ADI Analog Devices Inc 0.3%
Value ($000) $60,861 Shares 301,788 Est. Cost $142.82 Unrealized +49.1%
Perrigo Co PLC 0.3%
Value ($000) $60,184 Shares 2,146,352 Est. Cost $30.70 Unrealized
NiSource Inc 0.3%
Value ($000) $59,097 Shares 1,474,098 Est. Cost $30.10 Unrealized
RGA Reinsurance Group America Inc 0.3%
Value ($000) $55,375 Shares 281,232 Est. Cost $207.27 Unrealized 0.0%
BlackRock Inc 0.3%
Value ($000) $55,266 Shares 58,391 Est. Cost $949.52 Unrealized
NOC Northrop Grumman Corp 0.3%
Value ($000) $54,780 Shares 106,990 Est. Cost $353.81 Unrealized +32.8%
Amdocs Ltd 0.3%
Value ($000) $54,177 Shares 592,097 Est. Cost $83.92 Unrealized
BAC Bank America Corp 0.3%
Value ($000) $53,614 Shares 1,284,784 Est. Cost $28.45 Unrealized +53.3%
Quest Diagnostics Inc 0.3%
Value ($000) $53,274 Shares 314,857 Est. Cost $135.17 Unrealized
CBOE Global Mkts Inc 0.3%
Value ($000) $52,447 Shares 231,768 Est. Cost $187.53 Unrealized
PKG Packaging Corp America 0.3%
Value ($000) $52,267 Shares 263,950 Est. Cost $165.75 Unrealized +25.7%
CMS CMS Energy Corp 0.3%
Value ($000) $49,718 Shares 661,936 Est. Cost $58.27 Unrealized +16.8%
ATO Atmos Energy Corp 0.2%
Value ($000) $47,283 Shares 305,882 Est. Cost $106.57 Unrealized +34.2%
RPM RPM Intl Inc 0.2%
Value ($000) $45,575 Shares 393,973 Est. Cost $62.86 Unrealized +93.4%
GIL Gildan Activewear Inc 0.2%
Value ($000) $44,609 Shares 1,008,804 Est. Cost $46.36 Unrealized +5.9%
IPAR Interparfums Inc 0.2%
Value ($000) $42,661 Shares 374,647 Est. Cost $103.58 Unrealized +28.2%
ADC Agree Realty Corp 0.2%
Value ($000) $42,395 Shares 549,225 Est. Cost $69.72 Unrealized
TXRH Texas Roadhouse Inc 0.2%
Value ($000) $41,800 Shares 250,855 Est. Cost $155.76 Unrealized +11.9%
Kkr & Co Inc Cl A 0.2%
Value ($000) $41,220 Shares 356,542 Est. Cost $112.91 Unrealized
Dt Midstream Inc Common Stock 0.2%
Value ($000) $40,784 Shares 422,719 Est. Cost $97.99 Unrealized
Zoetis Inc Cl A 0.2%
Value ($000) $40,579 Shares 246,454 Est. Cost $165.50 Unrealized
CDW Corp 0.2%
Value ($000) $37,589 Shares 234,553 Est. Cost $129.07 Unrealized
KLAC Kla Corporation Com New 0.2%
Value ($000) $37,013 Shares 54,447 Est. Cost $358.58 Unrealized +99.4%
Oracle Corp 0.2%
Value ($000) $35,504 Shares 253,948 Est. Cost $146.34 Unrealized
Alphabet Inc Cap Stock Cl A 0.2%
Value ($000) $34,933 Shares 225,901 Est. Cost $152.62 Unrealized
ECL Ecolab Inc 0.2%
Value ($000) $34,141 Shares 134,669 Est. Cost $77.80 Unrealized +220.8%
LHX L3Harris Technologies Inc 0.2%
Value ($000) $33,186 Shares 158,549 Est. Cost $192.90 Unrealized +6.8%
MZTI Lancaster Colony Corp 0.2%
Value ($000) $31,690 Shares 181,084 Est. Cost $168.17 Unrealized +7.2%
Blackstone Inc Com 0.2%
Value ($000) $31,577 Shares 225,902 Est. Cost $74.40 Unrealized
LNT Alliant Energy Corp 0.2%
Value ($000) $30,508 Shares 474,101 Est. Cost $51.94 Unrealized +14.7%
HON Honeywell Intl Inc 0.2%
Value ($000) $29,472 Shares 139,185 Est. Cost $107.12 Unrealized +85.2%
Terreno Realty Corp 0.1%
Value ($000) $27,747 Shares 438,897 Est. Cost $60.03 Unrealized
AVT Avnet Inc 0.1%
Value ($000) $26,032 Shares 541,323 Est. Cost $44.14 Unrealized +11.8%
Encompass Health Corp 0.1%
Value ($000) $25,428 Shares 251,065 Est. Cost $98.56 Unrealized
PH Parker Hannifin Corp 0.1%
Value ($000) $25,242 Shares 41,526 Est. Cost $648.59 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $25,124 Shares 47,174 Est. Cost $148.64 Unrealized +227.1%
US Physical Therapy Inc 0.1%
Value ($000) $24,964 Shares 345,003 Est. Cost $85.87 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $21,484 Shares 219,022 Est. Cost $60.75 Unrealized +66.2%
WMT Wal-Mart Inc 0.1%
Value ($000) $20,996 Shares 239,162 Est. Cost $71.14 Unrealized +30.7%
Plains Group Hlgs LP A 0.1%
Value ($000) $20,386 Shares 954,411 Est. Cost $17.64 Unrealized
Enbridge Inc 0.1%
Value ($000) $19,423 Shares 438,351 Est. Cost $36.99 Unrealized
Avient Corporation Com 0.1%
Value ($000) $18,886 Shares 508,247 Est. Cost $40.32 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $18,127 Shares 165,334 Est. Cost $46.47 Unrealized +155.6%
BDX Becton Dickinson & Co 0.1%
Value ($000) $17,871 Shares 78,018 Est. Cost $96.67 Unrealized +135.2%
MKC McCormick & Co Inc Non Vtg 0.1%
Value ($000) $17,532 Shares 213,005 Est. Cost $62.80 Unrealized +21.6%
Equity Lifestyle Properties In 0.1%
Value ($000) $15,836 Shares 237,424 Est. Cost $72.40 Unrealized
iShares Core MSCI EAFE 0.1%
Value ($000) $15,809 Shares 208,973 Est. Cost $67.59 Unrealized
D R Horton Inc 0.1%
Value ($000) $15,628 Shares 122,930 Est. Cost $131.45 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $15,572 Shares 245,308 Est. Cost $44.22 Unrealized +62.9%
FISV Fiserv Inc 0.1%
Value ($000) $14,553 Shares 65,902 Est. Cost $48.87 Unrealized +348.0%
Insperity Inc 0.1%
Value ($000) $14,036 Shares 157,301 Est. Cost $102.37 Unrealized
HOMB Home Bancshares Inc 0.1%
Value ($000) $14,032 Shares 496,359 Est. Cost $22.67 Unrealized +29.0%
Penske Automotive Group Inc 0.1%
Value ($000) $13,867 Shares 96,313 Est. Cost $122.66 Unrealized
UPS United Parcel Service Inc Cl B 0.1%
Value ($000) $13,852 Shares 125,943 Est. Cost $150.37 Unrealized -25.1%
UTZ Utz Brands Inc Cl A 0.1%
Value ($000) $12,874 Shares 914,325 Est. Cost $15.56 Unrealized -11.6%
Otis Worldwide Corp 0.1%
Value ($000) $12,835 Shares 124,372 Est. Cost $82.42 Unrealized
Meritage Homes Corp 0.1%
Value ($000) $12,010 Shares 169,437 Est. Cost $116.24 Unrealized
CHD Church & Dwight Inc 0.1%
Value ($000) $11,940 Shares 108,453 Est. Cost $35.97 Unrealized +194.3%
AJG Gallagher Arthur J & Co 0.1%
Value ($000) $10,521 Shares 30,475 Est. Cost $68.32 Unrealized +358.6%
Chemed Corp 0.1%
Value ($000) $10,480 Shares 17,032 Est. Cost $454.97 Unrealized
ROP Roper Technologies Inc 0.1%
Value ($000) $10,443 Shares 17,713 Est. Cost $162.93 Unrealized +242.1%
Novartis AG Sp ADR 0.1%
Value ($000) $10,429 Shares 93,554 Est. Cost $75.54 Unrealized
DOV Dover Corp 0.1%
Value ($000) $10,412 Shares 59,269 Est. Cost $56.71 Unrealized +235.6%
Ensign Group Inc 0.1%
Value ($000) $10,233 Shares 79,082 Est. Cost $62.55 Unrealized
LMAT Lemaitre Vascular Inc 0.1%
Value ($000) $10,231 Shares 121,946 Est. Cost $31.85 Unrealized +189.5%
LOW Lowes Cos Inc 0.1%
Value ($000) $9,927 Shares 42,562 Est. Cost $66.44 Unrealized +264.3%
TSCO Tractor Supply Co 0.0%
Value ($000) $9,788 Shares 177,636 Est. Cost $54.61 Unrealized -1.3%
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $9,581 Shares 12 Est. Cost $301345.10 Unrealized +142.0%
FFBC First Financial Bancorp OH 0.0%
Value ($000) $9,027 Shares 361,364 Est. Cost $20.96 Unrealized +23.0%
NetApp Inc 0.0%
Value ($000) $8,919 Shares 101,538 Est. Cost $70.11 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $8,881 Shares 86,444 Est. Cost $119.72 Unrealized -7.1%
MarketAxess Holdings Inc 0.0%
Value ($000) $8,686 Shares 40,149 Est. Cost $222.02 Unrealized
RMD ResMed Inc 0.0%
Value ($000) $8,484 Shares 37,899 Est. Cost $49.85 Unrealized +364.7%
R Ryder Systems Inc 0.0%
Value ($000) $8,413 Shares 58,503 Est. Cost $155.79 Unrealized -0.0%
Alphabet Inc Cap Stock Cl C 0.0%
Value ($000) $8,307 Shares 53,172 Est. Cost $144.75 Unrealized
Texas Pacific Land Corporation 0.0%
Value ($000) $7,950 Shares 6,000 Est. Cost $628.01 Unrealized
ATR AptarGroup Inc 0.0%
Value ($000) $7,648 Shares 51,545 Est. Cost $116.15 Unrealized +27.7%
BCPC Balchem Corp 0.0%
Value ($000) $7,596 Shares 45,762 Est. Cost $63.58 Unrealized +156.4%
CW Curtiss Wright Corp 0.0%
Value ($000) $7,473 Shares 23,553 Est. Cost $152.75 Unrealized +120.5%
Allegion Pub Ltd Co 0.0%
Value ($000) $7,348 Shares 56,325 Est. Cost $130.46 Unrealized
Visa Inc Cl A 0.0%
Value ($000) $7,311 Shares 20,862 Est. Cost $182.06 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $7,200 Shares 269,982 Est. Cost $29.05 Unrealized -16.1%
Costco Wholesale Corp 0.0%
Value ($000) $7,197 Shares 7,610 Est. Cost $348.17 Unrealized
DIS Disney Walt Co Disney 0.0%
Value ($000) $7,012 Shares 71,042 Est. Cost $64.42 Unrealized +65.0%
VEU Vanguard All World ex-US 0.0%
Value ($000) $6,769 Shares 111,584 Est. Cost $50.90 Unrealized
Carrier Global Corporation Com 0.0%
Value ($000) $6,455 Shares 101,813 Est. Cost $23.93 Unrealized
Tetra Tech Inc 0.0%
Value ($000) $6,158 Shares 210,526 Est. Cost $58.72 Unrealized
FSS Federal Signal Corp 0.0%
Value ($000) $6,080 Shares 82,663 Est. Cost $27.14 Unrealized +227.5%
Kinsale Cap Group Inc 0.0%
Value ($000) $5,702 Shares 11,715 Est. Cost $117.37 Unrealized
CPK Chesapeake Utilities Corp 0.0%
Value ($000) $5,601 Shares 43,608 Est. Cost $95.10 Unrealized +27.8%
NSRGY Nestle SA Sp ADR 0.0%
Value ($000) $5,581 Shares 55,269 Est. Cost $68.43 Unrealized
Enpro Inc Com 0.0%
Value ($000) $5,516 Shares 34,093 Est. Cost $94.01 Unrealized
GWW Grainger W W Inc 0.0%
Value ($000) $5,273 Shares 5,338 Est. Cost $378.39 Unrealized +171.1%
MSA Msa Safety Inc 0.0%
Value ($000) $5,246 Shares 35,764 Est. Cost $125.65 Unrealized +26.9%
WFC Wells Fargo Co 0.0%
Value ($000) $5,190 Shares 72,293 Est. Cost $38.45 Unrealized +91.7%
FITB Fifth Third Bancorp 0.0%
Value ($000) $5,064 Shares 129,183 Est. Cost $12.31 Unrealized +230.6%
Energy Transfer LP 0.0%
Value ($000) $4,985 Shares 268,153 Est. Cost $13.31 Unrealized
PM Philip Morris Intl Inc 0.0%
Value ($000) $4,900 Shares 30,872 Est. Cost $80.45 Unrealized +70.3%
Intuitive Surgical Inc 0.0%
Value ($000) $4,858 Shares 9,808 Est. Cost $399.77 Unrealized
AAON AAON Inc 0.0%
Value ($000) $4,819 Shares 61,682 Est. Cost $49.73 Unrealized +106.5%
NVIDIA Corp 0.0%
Value ($000) $4,765 Shares 43,969 Est. Cost $136.59 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $4,672 Shares 25,587 Est. Cost $58.18 Unrealized +196.3%
AMZN Amazon.com Inc 0.0%
Value ($000) $4,656 Shares 24,471 Est. Cost $129.37 Unrealized +67.7%
Medtronic PLC 0.0%
Value ($000) $4,366 Shares 48,589 Est. Cost $91.99 Unrealized
Kenvue Inc 0.0%
Value ($000) $4,310 Shares 179,729 Est. Cost $20.15 Unrealized
MasterCard Incorporated Cl A 0.0%
Value ($000) $4,247 Shares 7,749 Est. Cost $247.35 Unrealized
Duke Energy Corp 0.0%
Value ($000) $4,174 Shares 34,221 Est. Cost $85.15 Unrealized
Linde PLC 0.0%
Value ($000) $3,833 Shares 8,231 Est. Cost $357.57 Unrealized
HSY Hershey Co 0.0%
Value ($000) $3,793 Shares 22,178 Est. Cost $193.91 Unrealized -17.9%
Bwx Technologies Inc 0.0%
Value ($000) $3,777 Shares 38,290 Est. Cost $68.46 Unrealized
Crown Castle Inc 0.0%
Value ($000) $3,562 Shares 34,175 Est. Cost $129.29 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $3,064 Shares 15,573 Est. Cost $255.99 Unrealized -10.6%
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $2,991 Shares 5,157 Est. Cost $115.84 Unrealized +439.5%
KR Kroger Co 0.0%
Value ($000) $2,982 Shares 44,053 Est. Cost $24.40 Unrealized +155.2%
Innospec Inc 0.0%
Value ($000) $2,932 Shares 30,943 Est. Cost $102.92 Unrealized
DCI Donaldson Inc 0.0%
Value ($000) $2,909 Shares 43,378 Est. Cost $30.92 Unrealized +120.2%
Verizon Communications Inc 0.0%
Value ($000) $2,870 Shares 63,282 Est. Cost $51.96 Unrealized
INTC Intel Corp 0.0%
Value ($000) $2,858 Shares 125,857 Est. Cost $17.63 Unrealized +24.1%
UFP INDUSTRIES INC COM 0.0%
Value ($000) $2,808 Shares 26,229 Est. Cost $49.35 Unrealized
Universal Display Corp 0.0%
Value ($000) $2,739 Shares 19,636 Est. Cost $152.78 Unrealized
Valero Energy Corp 0.0%
Value ($000) $2,691 Shares 20,376 Est. Cost $96.07 Unrealized
NYT New York Times Co Cl A 0.0%
Value ($000) $2,690 Shares 54,239 Est. Cost $49.62 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $2,687 Shares 44,053 Est. Cost $31.94 Unrealized +73.7%
IBM Intl Business Machines 0.0%
Value ($000) $2,631 Shares 10,580 Est. Cost $133.94 Unrealized +78.7%
Coherent Corp Com 0.0%
Value ($000) $2,435 Shares 37,500 Est. Cost $35.85 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $2,349 Shares 32,050 Est. Cost $55.98 Unrealized
Altria Group Inc 0.0%
Value ($000) $2,314 Shares 38,546 Est. Cost $49.97 Unrealized
Applied Industrial Technologie 0.0%
Value ($000) $2,253 Shares 10,000 Est. Cost $70.34 Unrealized
MPLX LP 0.0%
Value ($000) $2,233 Shares 41,725 Est. Cost $42.32 Unrealized
POWI Power Integrations Inc 0.0%
Value ($000) $2,216 Shares 43,887 Est. Cost $59.89 Unrealized -1.8%
NSC Norfolk Southern Corp 0.0%
Value ($000) $2,213 Shares 9,343 Est. Cost $86.78 Unrealized +175.8%
KMB Kimberly Clark Corp 0.0%
Value ($000) $2,173 Shares 15,277 Est. Cost $80.79 Unrealized +60.7%
WINA Winmark Corp 0.0%
Value ($000) $2,094 Shares 6,589 Est. Cost $356.21 Unrealized 0.0%
TFX Teleflex Inc 0.0%
Value ($000) $2,058 Shares 14,893 Est. Cost $110.18 Unrealized +45.5%
VIGI Vanguard Intl Dvd ETF 0.0%
Value ($000) $2,047 Shares 24,679 Est. Cost $76.29 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,906 Shares 5,778 Est. Cost $156.20 Unrealized +125.3%
3M Co 0.0%
Value ($000) $1,793 Shares 12,206 Est. Cost $182.77 Unrealized
CL Colgate Palmolive Co 0.0%
Value ($000) $1,763 Shares 18,819 Est. Cost $48.83 Unrealized +79.9%
SO Southern Co 0.0%
Value ($000) $1,724 Shares 18,751 Est. Cost $58.15 Unrealized +44.7%
DE Deere & Co 0.0%
Value ($000) $1,699 Shares 3,620 Est. Cost $351.30 Unrealized +31.4%
Goldman Sachs Group Inc 0.0%
Value ($000) $1,617 Shares 2,960 Est. Cost $400.00 Unrealized
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value ($000) $1,607 Shares 35,515 Est. Cost $43.24 Unrealized
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value ($000) $1,570 Shares 30,896 Est. Cost $47.77 Unrealized
CLX Clorox Co 0.0%
Value ($000) $1,521 Shares 10,326 Est. Cost $66.76 Unrealized +121.7%
Regions Financial Corp 0.0%
Value ($000) $1,472 Shares 67,732 Est. Cost $18.31 Unrealized
Steris PLC SHS USD 0.0%
Value ($000) $1,432 Shares 6,319 Est. Cost $129.98 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $1,395 Shares 38,625 Est. Cost $34.67 Unrealized
ODFL Old Dominion Freight Lines Inc 0.0%
Value ($000) $1,348 Shares 8,147 Est. Cost $161.07 Unrealized +12.1%
GPC Genuine Parts Co 0.0%
Value ($000) $1,346 Shares 11,298 Est. Cost $65.15 Unrealized +79.3%
LyondellBasell Industries NV A 0.0%
Value ($000) $1,333 Shares 18,938 Est. Cost $93.53 Unrealized
Paypal Holdings Inc 0.0%
Value ($000) $1,288 Shares 19,743 Est. Cost $65.48 Unrealized
Agilent Technologies Inc 0.0%
Value ($000) $1,274 Shares 10,894 Est. Cost $100.42 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $1,259 Shares 21,054 Est. Cost $37.22 Unrealized +55.7%
Comcast Corp Cl A 0.0%
Value ($000) $1,247 Shares 33,790 Est. Cost $38.46 Unrealized
CSX CSX Corp 0.0%
Value ($000) $1,230 Shares 41,803 Est. Cost $25.86 Unrealized +21.0%
Truist Financial Corp 0.0%
Value ($000) $1,191 Shares 28,933 Est. Cost $48.46 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $1,172 Shares 2,516 Est. Cost $74.98 Unrealized +538.2%
SJM Smucker J M Co 0.0%
Value ($000) $1,166 Shares 9,850 Est. Cost $102.07 Unrealized +2.2%
EOG Resources Inc 0.0%
Value ($000) $1,161 Shares 9,056 Est. Cost $124.44 Unrealized
GE General Electric Co 0.0%
Value ($000) $1,129 Shares 5,639 Est. Cost $69.60 Unrealized +181.2%
CVS CVS Health Corp 0.0%
Value ($000) $1,115 Shares 16,451 Est. Cost $70.89 Unrealized -18.2%
American Tower Corp 0.0%
Value ($000) $1,090 Shares 5,008 Est. Cost $231.40 Unrealized
First Industrial Realty Trust 0.0%
Value ($000) $1,078 Shares 19,972 Est. Cost $52.64 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $1,069 Shares 42,170 Est. Cost $25.81 Unrealized -4.2%
Target Corp 0.0%
Value ($000) $1,045 Shares 10,015 Est. Cost $121.58 Unrealized
Genpact Limited 0.0%
Value ($000) $1,044 Shares 20,715 Est. Cost $37.60 Unrealized
NDSN Nordson Corp 0.0%
Value ($000) $1,030 Shares 5,104 Est. Cost $169.08 Unrealized +23.4%
Diageo PLC Sp ADR 0.0%
Value ($000) $1,006 Shares 9,597 Est. Cost $148.33 Unrealized
W P Carey Inc 0.0%
Value ($000) $975 Shares 15,449 Est. Cost $67.54 Unrealized
HEI Heico Corp 0.0%
Value ($000) $953 Shares 3,568 Est. Cost $86.12 Unrealized +182.7%
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $940 Shares 11,505 Est. Cost $61.79 Unrealized
Black Stone Minerals LP 0.0%
Value ($000) $939 Shares 61,500 Est. Cost $15.22 Unrealized
Fortive Corp 0.0%
Value ($000) $938 Shares 12,820 Est. Cost $69.61 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $920 Shares 1,849 Est. Cost $312.39 Unrealized +72.8%
Marathon Petroleum Corp 0.0%
Value ($000) $907 Shares 6,224 Est. Cost $125.35 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $881 Shares 18,201 Est. Cost $56.65 Unrealized -4.4%
AXP American Express Co 0.0%
Value ($000) $877 Shares 3,258 Est. Cost $251.28 Unrealized +16.4%
SHW Sherwin Williams Co 0.0%
Value ($000) $862 Shares 2,469 Est. Cost $235.90 Unrealized +47.6%
iShares Core MSCI Emerg Mkt 0.0%
Value ($000) $853 Shares 15,805 Est. Cost $56.83 Unrealized
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $834 Shares 17,275 Est. Cost $47.87 Unrealized -9.6%
Installed Building Prods Inc 0.0%
Value ($000) $785 Shares 4,578 Est. Cost $171.46 Unrealized
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $741 Shares 6,546 Est. Cost $112.99 Unrealized
Kimbell Royalty Partners LP 0.0%
Value ($000) $733 Shares 52,360 Est. Cost $15.99 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $732 Shares 16,800 Est. Cost $37.88 Unrealized +54.8%
Encora Inc Com 0.0%
Value ($000) $714 Shares 2,566 Est. Cost $185.56 Unrealized
AllianceBernstein Holding LP 0.0%
Value ($000) $713 Shares 18,600 Est. Cost $38.31 Unrealized
First Interstate Banc Sys Inc 0.0%
Value ($000) $709 Shares 24,760 Est. Cost $37.18 Unrealized
Alcon Inc 0.0%
Value ($000) $704 Shares 7,411 Est. Cost $62.05 Unrealized
One Gas Inc 0.0%
Value ($000) $674 Shares 8,923 Est. Cost $75.30 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $674 Shares 5,779 Est. Cost $68.36 Unrealized +84.2%
Pool Corporation 0.0%
Value ($000) $673 Shares 2,115 Est. Cost $253.77 Unrealized
Cardinal Health Inc 0.0%
Value ($000) $669 Shares 4,855 Est. Cost $116.49 Unrealized
CSGS CSG Systems Intl Inc 0.0%
Value ($000) $653 Shares 10,800 Est. Cost $46.73 Unrealized +24.9%
Esquire Financial Holdings Inc 0.0%
Value ($000) $648 Shares 8,600 Est. Cost $65.21 Unrealized
SAP Sap SE Sp ADR 0.0%
Value ($000) $631 Shares 2,350 Est. Cost $92.90 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $621 Shares 8,275 Est. Cost $60.05 Unrealized +18.7%
XYZ Block Inc Cl A 0.0%
Value ($000) $620 Shares 11,420 Est. Cost $56.54 Unrealized +32.0%
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $616 Shares 18,145 Est. Cost $34.27 Unrealized -4.4%
FHN First Horizon Natl Corp 0.0%
Value ($000) $613 Shares 31,577 Est. Cost $21.53 Unrealized -7.0%
Netflix Inc 0.0%
Value ($000) $610 Shares 654 Est. Cost $375.92 Unrealized
AT&T Inc 0.0%
Value ($000) $589 Shares 20,843 Est. Cost $24.24 Unrealized
Eversource Energy 0.0%
Value ($000) $587 Shares 9,447 Est. Cost $80.81 Unrealized
C H Robinson Worldwide Inc 0.0%
Value ($000) $587 Shares 5,730 Est. Cost $85.23 Unrealized
UBCP United Bancorp Inc Ohio 0.0%
Value ($000) $578 Shares 43,050 Est. Cost $12.27 Unrealized +6.6%
Constellation Brands Inc Cl A 0.0%
Value ($000) $573 Shares 3,123 Est. Cost $205.30 Unrealized
SCHW Schwab Charles Corp 0.0%
Value ($000) $567 Shares 7,242 Est. Cost $45.45 Unrealized +70.9%
SSD Simpson Manufacturing Co Inc 0.0%
Value ($000) $557 Shares 3,549 Est. Cost $45.31 Unrealized +259.9%
DHR Danaher Corp 0.0%
Value ($000) $535 Shares 2,610 Est. Cost $91.37 Unrealized +137.5%
Canadian Pacific Kansas City C 0.0%
Value ($000) $532 Shares 7,579 Est. Cost $76.94 Unrealized
WST West Pharmaceutical Svsc Inc 0.0%
Value ($000) $521 Shares 2,325 Est. Cost $237.86 Unrealized +15.5%
ServiceNow Inc 0.0%
Value ($000) $507 Shares 637 Est. Cost $558.08 Unrealized
IDEX Corp 0.0%
Value ($000) $491 Shares 2,713 Est. Cost $151.76 Unrealized
EPD Enterprise Products Partners L 0.0%
Value ($000) $490 Shares 14,351 Est. Cost $29.14 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $487 Shares 32,420 Est. Cost $11.51 Unrealized +34.9%
Check Point Software Tech Ltd 0.0%
Value ($000) $479 Shares 2,100 Est. Cost $97.62 Unrealized
McKesson Corp 0.0%
Value ($000) $476 Shares 707 Est. Cost $435.53 Unrealized
NXP Semiconductors NV 0.0%
Value ($000) $452 Shares 2,377 Est. Cost $199.92 Unrealized
HRL Hormel Foods Corp 0.0%
Value ($000) $451 Shares 14,571 Est. Cost $29.21 Unrealized -1.6%
OGE OGE Energy Corp 0.0%
Value ($000) $437 Shares 9,500 Est. Cost $38.81 Unrealized +12.1%
INTU Intuit 0.0%
Value ($000) $437 Shares 711 Est. Cost $389.47 Unrealized +53.4%
CI The Cigna Group Com 0.0%
Value ($000) $411 Shares 1,248 Est. Cost $194.73 Unrealized +51.8%
BSX Boston Scientific Corp 0.0%
Value ($000) $410 Shares 4,064 Est. Cost $87.73 Unrealized +14.8%
VSS Vanguard FTSE Small Cap ETF 0.0%
Value ($000) $409 Shares 3,535 Est. Cost $115.03 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $405 Shares 16,780 Est. Cost $23.70 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $403 Shares 8,622 Est. Cost $39.03 Unrealized
LRCX Lam Research Corp 0.0%
Value ($000) $400 Shares 5,500 Est. Cost $76.05 Unrealized +2.7%
NTRS Northern Trust Corp 0.0%
Value ($000) $394 Shares 3,995 Est. Cost $83.25 Unrealized +24.3%
VXUS Vanguard Total Intl Stock F 0.0%
Value ($000) $393 Shares 6,323 Est. Cost $56.99 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $392 Shares 4,673 Est. Cost $23.87 Unrealized +245.8%
LKQ LKQ Corp 0.0%
Value ($000) $383 Shares 9,000 Est. Cost $43.71 Unrealized -12.2%
CNQ Canadian Natural Resources Ltd 0.0%
Value ($000) $375 Shares 12,186 Est. Cost $31.67 Unrealized -6.6%
Edwards Lifesciences Corp 0.0%
Value ($000) $370 Shares 5,098 Est. Cost $76.25 Unrealized
ConocoPhillips 0.0%
Value ($000) $368 Shares 3,507 Est. Cost $87.73 Unrealized
Ferrari NV 0.0%
Value ($000) $365 Shares 853 Est. Cost $325.21 Unrealized
SLP Simulations Plus Inc 0.0%
Value ($000) $353 Shares 14,400 Est. Cost $24.38 Unrealized +24.3%
SPDR Portfolio Emg MK 0.0%
Value ($000) $341 Shares 8,650 Est. Cost $39.19 Unrealized
RGLD Royal Gold Inc 0.0%
Value ($000) $327 Shares 2,000 Est. Cost $113.01 Unrealized +29.8%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $326 Shares 1,912 Est. Cost $188.91 Unrealized -2.1%
GE Vernova Inc 0.0%
Value ($000) $302 Shares 990 Est. Cost $171.51 Unrealized
Brookfield Infrast Partners LP 0.0%
Value ($000) $296 Shares 9,941 Est. Cost $35.04 Unrealized
Fidelity Natl Information Serv 0.0%
Value ($000) $296 Shares 3,962 Est. Cost $86.85 Unrealized
GHC Graham Holdings Co 0.0%
Value ($000) $288 Shares 300 Est. Cost $866.75 Unrealized +6.5%
AEP American Electric Power Inc 0.0%
Value ($000) $285 Shares 2,612 Est. Cost $83.16 Unrealized +18.4%
C Citigroup Inc 0.0%
Value ($000) $283 Shares 3,990 Est. Cost $54.87 Unrealized +35.8%
Sprott Physical Gold & Silver 0.0%
Value ($000) $282 Shares 9,939 Est. Cost $24.78 Unrealized
O'Reilly Automotive Inc 0.0%
Value ($000) $272 Shares 190 Est. Cost $1432.58 Unrealized
Nutrien Ltd 0.0%
Value ($000) $267 Shares 5,384 Est. Cost $64.21 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $249 Shares 1,585 Est. Cost $129.52 Unrealized +9.4%
GILD Gilead Sciences Inc 0.0%
Value ($000) $241 Shares 2,154 Est. Cost $87.00 Unrealized +15.5%
PPG PPG Industries Inc 0.0%
Value ($000) $239 Shares 2,185 Est. Cost $122.00 Unrealized -7.7%
TE Connectivity Ltd Reg 0.0%
Value ($000) $237 Shares 1,677 Est. Cost $141.32 Unrealized
PRMRF Paramount Resources Ltd Cl A 0.0%
Value ($000) $236 Shares 18,206 Est. Cost $12.53 Unrealized -9.1%
Ameriprise Financial Inc 0.0%
Value ($000) $236 Shares 487 Est. Cost $484.11 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $218 Shares 1,785 Est. Cost $111.97 Unrealized +1.1%
WKC World Kinect Corporation 0.0%
Value ($000) $206 Shares 7,273 Est. Cost $27.16 Unrealized +4.4%
BHP Bhp Billiton Ltd Sponsored Ads 0.0%
Value ($000) $203 Shares 4,175 Est. Cost $61.79 Unrealized
Corteva Inc 0.0%
Value ($000) $202 Shares 3,215 Est. Cost $62.93 Unrealized
LAND Gladstone Ld Corp 0.0%
Value ($000) $173 Shares 16,475 Est. Cost $13.90 Unrealized
Ellington Financial Inc 0.0%
Value ($000) $166 Shares 12,500 Est. Cost $14.80 Unrealized
Agilon Health Inc 0.0%
Value ($000) $43 Shares 10,000 Est. Cost $16.14 Unrealized
Plug Power Inc 0.0%
Value ($000) $14 Shares 10,000 Est. Cost $4.72 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value ($000) $0 Shares 160,734 Est. Cost $0.10 Unrealized -98.6%
Alternet Systems Inc 0.0%
Value ($000) $0 Shares 110,990 Est. Cost $0.00 Unrealized