TRILLIUM ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000884541 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $3,786,159 (100.0% shares, 0.0% debt)

Holdings (233)

NVDA NVIDIA CORPORATION 7.6%
Value ($000) $286,845 Shares 1,537,381 Est. Cost $94.25 Unrealized +84.9%
MSFT MICROSOFT CORP 7.2%
Value ($000) $273,605 Shares 528,244 Est. Cost $136.79 Unrealized +271.9%
GOOGL ALPHABET INC 4.7%
Value ($000) $178,731 Shares 735,212 Est. Cost $108.16 Unrealized +93.4%
AAPL APPLE INC 4.5%
Value ($000) $169,592 Shares 666,030 Est. Cost $99.30 Unrealized +127.2%
MA MASTERCARD INCORPORATED 2.3%
Value ($000) $86,107 Shares 151,376 Est. Cost $199.89 Unrealized +186.9%
TJX TJX COS INC NEW 2.0%
Value ($000) $75,839 Shares 524,684 Est. Cost $45.91 Unrealized +188.1%
NOW SERVICENOW INC 1.9%
Value ($000) $71,948 Shares 78,178 Est. Cost $119.07 Unrealized +56.9%
PANW PALO ALTO NETWORKS INC 1.8%
Value ($000) $69,324 Shares 340,456 Est. Cost $125.07 Unrealized +53.1%
NFLX NETFLIX INC 1.5%
Value ($000) $57,977 Shares 48,355 Est. Cost $57.58 Unrealized +112.0%
ECL ECOLAB INC 1.5%
Value ($000) $57,404 Shares 209,609 Est. Cost $145.94 Unrealized +85.2%
COST COSTCO WHSL CORP NEW 1.5%
Value ($000) $56,372 Shares 60,898 Est. Cost $229.16 Unrealized +317.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.4%
Value ($000) $54,383 Shares 194,717 Est. Cost $81.45 Unrealized
ASML ASML HOLDING N V 1.3%
Value ($000) $51,036 Shares 52,716 Est. Cost $278.83 Unrealized
PNC PNC FINL SVCS GROUP INC 1.3%
Value ($000) $50,875 Shares 253,193 Est. Cost $104.47 Unrealized +87.4%
ETN EATON CORP PLC 1.3%
Value ($000) $50,823 Shares 135,795 Est. Cost $81.10 Unrealized +347.9%
TT TRANE TECHNOLOGIES PLC 1.3%
Value ($000) $48,646 Shares 115,284 Est. Cost $146.60 Unrealized +191.0%
SPOT SPOTIFY TECHNOLOGY S A 1.2%
Value ($000) $47,046 Shares 67,398 Est. Cost $415.34 Unrealized +68.4%
ICE INTERCONTINENTAL EXCHANGE IN 1.2%
Value ($000) $44,953 Shares 266,814 Est. Cost $133.80 Unrealized +32.8%
BAC BANK AMERICA CORP 1.2%
Value ($000) $44,813 Shares 868,634 Est. Cost $24.57 Unrealized +96.7%
AZN ASTRAZENECA PLC 1.2%
Value ($000) $44,184 Shares 575,918 Est. Cost $52.58 Unrealized
MELI MERCADOLIBRE INC 1.1%
Value ($000) $40,265 Shares 17,227 Est. Cost $1851.79 Unrealized +29.6%
AWK AMERICAN WTR WKS CO INC NEW 1.0%
Value ($000) $38,373 Shares 275,686 Est. Cost $89.57 Unrealized +56.3%
INTU INTUIT 1.0%
Value ($000) $38,301 Shares 56,081 Est. Cost $657.78 Unrealized +9.4%
FSLR FIRST SOLAR INC 1.0%
Value ($000) $38,001 Shares 172,312 Est. Cost $96.92 Unrealized +98.1%
UNILEVER PLC 1.0%
Value ($000) $37,510 Shares 632,755 Est. Cost $55.78 Unrealized
TRV TRAVELERS COMPANIES INC 1.0%
Value ($000) $37,393 Shares 133,920 Est. Cost $117.00 Unrealized +127.3%
UNP UNION PAC CORP 1.0%
Value ($000) $36,373 Shares 153,878 Est. Cost $232.67 Unrealized -4.1%
JLL JONES LANG LASALLE INC 1.0%
Value ($000) $35,976 Shares 120,606 Est. Cost $164.75 Unrealized +73.4%
V VISA INC 0.9%
Value ($000) $33,814 Shares 99,049 Est. Cost $175.34 Unrealized +96.8%
MKC MCCORMICK & CO INC 0.9%
Value ($000) $33,439 Shares 499,760 Est. Cost $69.79 Unrealized -1.1%
FERG FERGUSON ENTERPRISES INC 0.9%
Value ($000) $32,903 Shares 146,646 Est. Cost $197.54 Unrealized +13.8%
SYK STRYKER CORPORATION 0.9%
Value ($000) $32,780 Shares 88,670 Est. Cost $229.13 Unrealized +67.8%
HD HOME DEPOT INC 0.9%
Value ($000) $32,288 Shares 79,684 Est. Cost $124.84 Unrealized +211.7%
NXPI NXP SEMICONDUCTORS N V 0.8%
Value ($000) $31,347 Shares 137,645 Est. Cost $124.31 Unrealized +79.4%
WAB WABTEC 0.8%
Value ($000) $30,909 Shares 154,179 Est. Cost $70.34 Unrealized +180.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.8%
Value ($000) $30,629 Shares 781,568 Est. Cost $60.23 Unrealized -25.2%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.8%
Value ($000) $30,336 Shares 279,411 Est. Cost $119.76 Unrealized -3.3%
PLD PROLOGIS INC. 0.8%
Value ($000) $30,174 Shares 263,480 Est. Cost $88.08 Unrealized +22.9%
CDNS CADENCE DESIGN SYSTEM INC 0.8%
Value ($000) $29,543 Shares 84,104 Est. Cost $280.43 Unrealized +22.7%
XYL XYLEM INC 0.8%
Value ($000) $29,176 Shares 197,802 Est. Cost $99.24 Unrealized +39.1%
SHOP SHOPIFY INC 0.8%
Value ($000) $29,176 Shares 196,329 Est. Cost $72.33 Unrealized +87.4%
LIN LINDE PLC 0.7%
Value ($000) $27,307 Shares 57,486 Est. Cost $324.85 Unrealized +44.9%
VRTX VERTEX PHARMACEUTICALS INC 0.7%
Value ($000) $26,783 Shares 68,385 Est. Cost $453.11 Unrealized -7.8%
AZO AUTOZONE INC 0.7%
Value ($000) $26,550 Shares 6,185 Est. Cost $3009.64 Unrealized +33.3%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $26,520 Shares 4,908 Est. Cost $4862.75 Unrealized +14.4%
EHC ENCOMPASS HEALTH CORP 0.7%
Value ($000) $26,159 Shares 205,941 Est. Cost $89.85 Unrealized +32.1%
PWR QUANTA SVCS INC 0.7%
Value ($000) $25,489 Shares 61,503 Est. Cost $44.07 Unrealized +781.5%
FITB FIFTH THIRD BANCORP 0.6%
Value ($000) $24,265 Shares 544,655 Est. Cost $34.14 Unrealized +26.1%
ORA ORMAT TECHNOLOGIES INC 0.6%
Value ($000) $23,634 Shares 245,545 Est. Cost $52.25 Unrealized +72.3%
NVT NVENT ELECTRIC PLC 0.6%
Value ($000) $23,204 Shares 235,237 Est. Cost $74.33 Unrealized +16.3%
EWBC EAST WEST BANCORP INC 0.6%
Value ($000) $22,799 Shares 214,178 Est. Cost $42.88 Unrealized +141.8%
URI UNITED RENTALS INC 0.6%
Value ($000) $22,082 Shares 23,127 Est. Cost $758.51 Unrealized +17.1%
VRSK VERISK ANALYTICS INC 0.6%
Value ($000) $21,410 Shares 85,124 Est. Cost $164.90 Unrealized +65.9%
LPLA LPL FINL HLDGS INC 0.6%
Value ($000) $21,071 Shares 63,335 Est. Cost $145.19 Unrealized +149.7%
VMI VALMONT INDS INC 0.6%
Value ($000) $20,887 Shares 53,869 Est. Cost $278.25 Unrealized +30.7%
EQIX EQUINIX INC 0.5%
Value ($000) $20,737 Shares 26,474 Est. Cost $699.67 Unrealized +10.7%
ALLY ALLY FINL INC 0.5%
Value ($000) $19,553 Shares 498,810 Est. Cost $37.85 Unrealized +4.1%
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $19,018 Shares 123,774 Est. Cost $83.32 Unrealized +85.9%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $18,882 Shares 186,263 Est. Cost $131.31 Unrealized -16.9%
MYRG MYR GROUP INC DEL 0.5%
Value ($000) $18,764 Shares 90,197 Est. Cost $139.59 Unrealized +33.7%
JBHT HUNT J B TRANS SVCS INC 0.5%
Value ($000) $18,738 Shares 139,655 Est. Cost $115.83 Unrealized +23.7%
LULU LULULEMON ATHLETICA INC 0.5%
Value ($000) $18,220 Shares 102,396 Est. Cost $269.90 Unrealized -25.8%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $18,204 Shares 94,657 Est. Cost $186.81 Unrealized +9.5%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $17,860 Shares 36,820 Est. Cost $535.41 Unrealized -13.2%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $17,742 Shares 181,723 Est. Cost $100.70 Unrealized +2.8%
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $17,440 Shares 66,959 Est. Cost $187.97 Unrealized +42.3%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $17,141 Shares 83,717 Est. Cost $121.46 Unrealized +48.8%
AFL AFLAC INC 0.4%
Value ($000) $16,991 Shares 152,109 Est. Cost $34.76 Unrealized +199.8%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $16,416 Shares 66,564 Est. Cost $217.46 Unrealized +19.8%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $16,359 Shares 150,141 Est. Cost $43.80 Unrealized +131.4%
PCTY PAYLOCITY HLDG CORP 0.4%
Value ($000) $16,075 Shares 100,928 Est. Cost $198.04 Unrealized -10.6%
SBUX STARBUCKS CORP 0.4%
Value ($000) $15,603 Shares 184,427 Est. Cost $68.05 Unrealized +30.2%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $15,495 Shares 62,741 Est. Cost $121.91 Unrealized +90.1%
ALC ALCON AG 0.4%
Value ($000) $15,475 Shares 207,691 Est. Cost $74.42 Unrealized +12.1%
AJG GALLAGHER ARTHUR J & CO 0.4%
Value ($000) $14,813 Shares 47,820 Est. Cost $302.32 Unrealized -0.7%
CYBERARK SOFTWARE LTD 0.4%
Value ($000) $14,596 Shares 30,210 Est. Cost $169.83 Unrealized
TTEK TETRA TECH INC NEW 0.4%
Value ($000) $13,977 Shares 418,721 Est. Cost $40.40 Unrealized -10.0%
SITM SITIME CORP 0.4%
Value ($000) $13,512 Shares 44,846 Est. Cost $159.71 Unrealized +45.1%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $12,999 Shares 172,194 Est. Cost $65.18 Unrealized +10.8%
CMS CMS ENERGY CORP 0.3%
Value ($000) $12,771 Shares 174,316 Est. Cost $71.07 Unrealized 0.0%
SYY SYSCO CORP 0.3%
Value ($000) $12,719 Shares 154,463 Est. Cost $62.65 Unrealized +25.9%
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $12,490 Shares 215,045 Est. Cost $66.01 Unrealized -17.9%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $11,156 Shares 68,790 Est. Cost $202.28 Unrealized -15.6%
TREX TREX CO INC 0.3%
Value ($000) $11,114 Shares 215,089 Est. Cost $78.02 Unrealized -21.9%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $10,944 Shares 98,595 Est. Cost $60.92 Unrealized +84.3%
ADSK AUTODESK INC 0.3%
Value ($000) $10,587 Shares 33,327 Est. Cost $161.86 Unrealized +88.3%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $10,496 Shares 189,156 Est. Cost $98.15 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $10,317 Shares 23,066 Est. Cost $517.76 Unrealized -7.3%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value ($000) $10,310 Shares 167,530 Est. Cost $95.28 Unrealized -28.8%
LECO LINCOLN ELEC HLDGS INC 0.3%
Value ($000) $10,014 Shares 42,462 Est. Cost $138.14 Unrealized +69.5%
DSI ISHARES TR 0.3%
Value ($000) $9,846 Shares 78,173 Est. Cost $102.70 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $9,589 Shares 27,769 Est. Cost $462.77 Unrealized -35.4%
ELV ELEVANCE HEALTH INC FORMERLY 0.3%
Value ($000) $9,511 Shares 29,436 Est. Cost $338.58 Unrealized -9.0%
NXT NEXTRACKER INC 0.2%
Value ($000) $9,277 Shares 125,382 Est. Cost $51.93 Unrealized +24.1%
DE DEERE & CO 0.2%
Value ($000) $8,894 Shares 19,451 Est. Cost $446.25 Unrealized +9.7%
MRK MERCK & CO INC 0.2%
Value ($000) $8,831 Shares 105,227 Est. Cost $52.25 Unrealized +55.1%
SF STIFEL FINL CORP 0.2%
Value ($000) $8,803 Shares 77,578 Est. Cost $56.91 Unrealized +96.1%
MMSI MERIT MED SYS INC 0.2%
Value ($000) $8,702 Shares 104,550 Est. Cost $65.66 Unrealized +32.6%
NYT NEW YORK TIMES CO 0.2%
Value ($000) $8,699 Shares 151,556 Est. Cost $35.93 Unrealized +57.8%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $8,658 Shares 145,654 Est. Cost $48.97 Unrealized +21.7%
TRMB TRIMBLE INC 0.2%
Value ($000) $8,646 Shares 105,884 Est. Cost $51.55 Unrealized +58.3%
DT DYNATRACE INC 0.2%
Value ($000) $8,101 Shares 167,215 Est. Cost $48.95 Unrealized +3.4%
BURL BURLINGTON STORES INC 0.2%
Value ($000) $8,026 Shares 31,536 Est. Cost $180.84 Unrealized +50.2%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $7,454 Shares 17,267 Est. Cost $393.75 Unrealized +14.5%
TGT TARGET CORP 0.2%
Value ($000) $7,147 Shares 79,687 Est. Cost $109.43 Unrealized -11.6%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $6,957 Shares 74,596 Est. Cost $47.91 Unrealized +113.4%
HDB HDFC BANK LTD 0.2%
Value ($000) $6,947 Shares 203,366 Est. Cost $52.11 Unrealized
THG HANOVER INS GROUP INC 0.2%
Value ($000) $6,857 Shares 37,749 Est. Cost $101.69 Unrealized +67.1%
BAP CREDICORP LTD 0.2%
Value ($000) $6,845 Shares 25,706 Est. Cost $126.84 Unrealized +95.0%
MSA MSA SAFETY INC 0.2%
Value ($000) $6,763 Shares 39,306 Est. Cost $141.98 Unrealized +21.8%
IHG INTERCONTINENTAL HOTELS GROU 0.2%
Value ($000) $6,646 Shares 54,808 Est. Cost $64.73 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $6,354 Shares 33,074 Est. Cost $109.42 Unrealized +74.9%
ICLR ICON PLC 0.2%
Value ($000) $6,249 Shares 35,706 Est. Cost $230.90 Unrealized -27.5%
NGVT INGEVITY CORP 0.2%
Value ($000) $6,018 Shares 109,034 Est. Cost $58.31 Unrealized -10.8%
HASI HA SUSTAINABLE INFRA CAP INC 0.2%
Value ($000) $5,994 Shares 195,228 Est. Cost $23.01 Unrealized +16.8%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $5,946 Shares 31,202 Est. Cost $99.87 Unrealized +76.9%
CSCO CISCO SYS INC 0.2%
Value ($000) $5,849 Shares 85,487 Est. Cost $32.26 Unrealized +108.9%
HXL HEXCEL CORP NEW 0.1%
Value ($000) $5,662 Shares 90,312 Est. Cost $48.21 Unrealized +27.4%
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $5,621 Shares 33,206 Est. Cost $149.77 Unrealized
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $5,494 Shares 10,049 Est. Cost $375.07 Unrealized +36.6%
ELF E L F BEAUTY INC 0.1%
Value ($000) $5,480 Shares 41,359 Est. Cost $107.75 Unrealized +14.5%
STEP STEPSTONE GROUP INC 0.1%
Value ($000) $5,354 Shares 81,976 Est. Cost $61.02 Unrealized 0.0%
PEN PENUMBRA INC 0.1%
Value ($000) $5,300 Shares 20,921 Est. Cost $199.64 Unrealized +26.3%
ATR APTARGROUP INC 0.1%
Value ($000) $5,288 Shares 39,557 Est. Cost $106.57 Unrealized +34.6%
ALLE ALLEGION PLC 0.1%
Value ($000) $5,255 Shares 29,626 Est. Cost $124.96 Unrealized +32.2%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $5,159 Shares 34,638 Est. Cost $157.93 Unrealized +4.5%
ALGM ALLEGRO MICROSYSTEMS INC 0.1%
Value ($000) $4,863 Shares 166,544 Est. Cost $28.17 Unrealized +14.8%
ETSY ETSY INC 0.1%
Value ($000) $4,859 Shares 73,192 Est. Cost $112.68 Unrealized -47.0%
CAVA CAVA GROUP INC 0.1%
Value ($000) $4,444 Shares 73,566 Est. Cost $100.88 Unrealized -24.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $4,287 Shares 17,447 Est. Cost $164.67 Unrealized +45.1%
PTC PTC INC 0.1%
Value ($000) $4,249 Shares 20,927 Est. Cost $203.90 Unrealized 0.0%
OMCL OMNICELL COM 0.1%
Value ($000) $4,145 Shares 136,140 Est. Cost $70.98 Unrealized -56.7%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $3,950 Shares 42,084 Est. Cost $76.43 Unrealized +43.2%
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $3,839 Shares 37,891 Est. Cost $90.69 Unrealized +4.2%
TMDX TRANSMEDICS GROUP INC 0.1%
Value ($000) $3,763 Shares 33,533 Est. Cost $109.04 Unrealized +7.4%
CUBE CUBESMART 0.1%
Value ($000) $3,581 Shares 88,083 Est. Cost $46.23 Unrealized
PLMR PALOMAR HLDGS INC 0.1%
Value ($000) $3,540 Shares 30,319 Est. Cost $101.42 Unrealized +25.0%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $3,358 Shares 25,261 Est. Cost $132.90 Unrealized +4.5%
BMI BADGER METER INC 0.1%
Value ($000) $3,339 Shares 18,698 Est. Cost $207.21 Unrealized -5.4%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $3,302 Shares 10,467 Est. Cost $102.59 Unrealized +188.5%
GOOG ALPHABET INC 0.1%
Value ($000) $3,217 Shares 13,208 Est. Cost $110.19 Unrealized +90.5%
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $3,174 Shares 25,926 Est. Cost $121.38 Unrealized
ADBE ADOBE INC 0.1%
Value ($000) $3,064 Shares 8,687 Est. Cost $209.72 Unrealized +71.1%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $3,007 Shares 28,153 Est. Cost $94.35 Unrealized +14.2%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $2,854 Shares 52,169 Est. Cost $56.44 Unrealized -11.5%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $2,797 Shares 25,707 Est. Cost $145.48 Unrealized 0.0%
ROG ROGERS CORP 0.1%
Value ($000) $2,775 Shares 34,487 Est. Cost $149.55 Unrealized -50.2%
FRPT FRESHPET INC 0.1%
Value ($000) $2,462 Shares 44,670 Est. Cost $86.22 Unrealized -28.1%
ORCL ORACLE CORP 0.1%
Value ($000) $2,414 Shares 8,582 Est. Cost $62.48 Unrealized +306.8%
VITL VITAL FARMS INC 0.1%
Value ($000) $2,360 Shares 57,343 Est. Cost $13.66 Unrealized +218.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,294 Shares 12,371 Est. Cost $127.93 Unrealized +32.5%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $2,109 Shares 68,319 Est. Cost $52.07 Unrealized -35.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,001 Shares 3,004 Est. Cost $503.91 Unrealized
CVLC MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $1,866 Shares 22,790 Est. Cost $73.28 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,725 Shares 7,810 Est. Cost $91.45 Unrealized +144.6%
FISV FISERV INC 0.0%
Value ($000) $1,638 Shares 12,708 Est. Cost $211.42 Unrealized -32.2%
MSCI MSCI INC 0.0%
Value ($000) $1,595 Shares 2,812 Est. Cost $102.61 Unrealized +448.3%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,451 Shares 67,289 Est. Cost $30.99 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,161 Shares 2,434 Est. Cost $83.63 Unrealized +408.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $1,104 Shares 3,156 Est. Cost $206.88 Unrealized +66.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1,054 Shares 5,548 Est. Cost $128.75 Unrealized +41.2%
GE GE AEROSPACE 0.0%
Value ($000) $1,014 Shares 3,372 Est. Cost $68.69 Unrealized +297.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $970 Shares 1,929 Est. Cost $346.40 Unrealized +39.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $895 Shares 1,838 Est. Cost $204.36 Unrealized +161.2%
ABT ABBOTT LABS 0.0%
Value ($000) $892 Shares 6,662 Est. Cost $95.58 Unrealized +36.7%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $888 Shares 3,257 Est. Cost $150.49 Unrealized +89.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $866 Shares 19,715 Est. Cost $34.41 Unrealized +23.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $855 Shares 1,714 Est. Cost $474.61 Unrealized +12.0%
CRM SALESFORCE INC 0.0%
Value ($000) $831 Shares 3,506 Est. Cost $120.42 Unrealized +108.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $799 Shares 2,404 Est. Cost $153.43 Unrealized +106.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $750 Shares 6,549 Est. Cost $134.08 Unrealized -12.7%
AMZN AMAZON COM INC 0.0%
Value ($000) $740 Shares 3,372 Est. Cost $123.96 Unrealized +82.6%
NKE NIKE INC 0.0%
Value ($000) $713 Shares 10,225 Est. Cost $74.40 Unrealized -0.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $709 Shares 2,511 Est. Cost $107.28 Unrealized +141.9%
MMM 3M CO 0.0%
Value ($000) $661 Shares 4,260 Est. Cost $110.94 Unrealized +38.0%
META META PLATFORMS INC 0.0%
Value ($000) $660 Shares 899 Est. Cost $312.97 Unrealized +137.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $645 Shares 3,987 Est. Cost $118.24 Unrealized +36.5%
ABBV ABBVIE INC 0.0%
Value ($000) $618 Shares 2,667 Est. Cost $83.28 Unrealized +142.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $613 Shares 3,948 Est. Cost $113.57 Unrealized +34.1%
BWA BORGWARNER INC 0.0%
Value ($000) $603 Shares 13,709 Est. Cost $34.81 Unrealized +14.1%
AVGO BROADCOM INC 0.0%
Value ($000) $601 Shares 1,822 Est. Cost $215.92 Unrealized +41.6%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $580 Shares 2,999 Est. Cost $149.69 Unrealized +43.4%
HUM HUMANA INC 0.0%
Value ($000) $554 Shares 2,131 Est. Cost $384.58 Unrealized -32.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $548 Shares 920 Est. Cost $364.61 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $513 Shares 1,711 Est. Cost $167.33 Unrealized +80.3%
IWM ISHARES TR 0.0%
Value ($000) $510 Shares 2,106 Est. Cost $196.63 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $508 Shares 1,764 Est. Cost $260.32 Unrealized +12.6%
SUSA ISHARES TR 0.0%
Value ($000) $495 Shares 3,648 Est. Cost $97.23 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $495 Shares 4,394 Est. Cost $74.60 Unrealized +47.1%
PPG PPG INDS INC 0.0%
Value ($000) $481 Shares 4,580 Est. Cost $80.21 Unrealized +37.1%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $469 Shares 1,428 Est. Cost $212.63 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $460 Shares 4,817 Est. Cost $62.32 Unrealized +51.7%
HOLX HOLOGIC INC 0.0%
Value ($000) $451 Shares 6,683 Est. Cost $76.83 Unrealized -13.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $438 Shares 713 Est. Cost $191.56 Unrealized +216.1%
BX BLACKSTONE INC 0.0%
Value ($000) $430 Shares 2,516 Est. Cost $99.84 Unrealized +69.7%
GLW CORNING INC 0.0%
Value ($000) $411 Shares 5,010 Est. Cost $40.86 Unrealized +59.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $407 Shares 1,338 Est. Cost $189.02 Unrealized +59.5%
PFE PFIZER INC 0.0%
Value ($000) $403 Shares 15,799 Est. Cost $28.42 Unrealized -15.1%
LOW LOWES COS INC 0.0%
Value ($000) $398 Shares 1,585 Est. Cost $171.99 Unrealized +42.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $394 Shares 3,005 Est. Cost $60.91 Unrealized +122.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $390 Shares 4,124 Est. Cost $41.39 Unrealized +125.3%
PEP PEPSICO INC 0.0%
Value ($000) $377 Shares 2,687 Est. Cost $147.64 Unrealized -4.9%
GIS GENERAL MLS INC 0.0%
Value ($000) $371 Shares 7,364 Est. Cost $36.02 Unrealized +37.3%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $360 Shares 1,891 Est. Cost $60.40 Unrealized +237.4%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $352 Shares 2,974 Est. Cost $109.55 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $339 Shares 444 Est. Cost $723.59 Unrealized +2.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $329 Shares 4,110 Est. Cost $66.12 Unrealized +28.0%
ACES ALPS ETF TR 0.0%
Value ($000) $319 Shares 10,000 Est. Cost $28.20 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $314 Shares 1,709 Est. Cost $128.48 Unrealized +50.4%
DCI DONALDSON INC 0.0%
Value ($000) $312 Shares 3,814 Est. Cost $55.03 Unrealized +36.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $305 Shares 1,420 Est. Cost $129.31 Unrealized +54.8%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $303 Shares 1,031 Est. Cost $193.20 Unrealized +54.1%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $293 Shares 2,197 Est. Cost $89.06 Unrealized +43.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $281 Shares 1,784 Est. Cost $109.03 Unrealized +41.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $271 Shares 1,450 Est. Cost $198.31 Unrealized -7.2%
PSX PHILLIPS 66 0.0%
Value ($000) $263 Shares 1,930 Est. Cost $103.33 Unrealized +22.3%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $263 Shares 2,519 Est. Cost $92.50 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $258 Shares 2,951 Est. Cost $59.03 Unrealized +58.0%
HUBB HUBBELL INC 0.0%
Value ($000) $258 Shares 600 Est. Cost $367.61 Unrealized +16.5%
AMGN AMGEN INC 0.0%
Value ($000) $257 Shares 911 Est. Cost $139.44 Unrealized +105.5%
GWW GRAINGER W W INC 0.0%
Value ($000) $252 Shares 264 Est. Cost $343.14 Unrealized +191.6%
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $251 Shares 23,566 Est. Cost $9.93 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $251 Shares 1,956 Est. Cost $92.60 Unrealized +30.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $244 Shares 3,910 Est. Cost $52.04 Unrealized +21.8%
IYH ISHARES TR 0.0%
Value ($000) $231 Shares 3,940 Est. Cost $98.80 Unrealized
ITRI ITRON INC 0.0%
Value ($000) $223 Shares 1,794 Est. Cost $113.13 Unrealized +12.4%
WMT WALMART INC 0.0%
Value ($000) $223 Shares 2,163 Est. Cost $94.76 Unrealized +4.7%
VGT VANGUARD WORLD FD 0.0%
Value ($000) $215 Shares 288 Est. Cost $746.53 Unrealized
CCSO TIDAL TRUST II 0.0%
Value ($000) $210 Shares 8,424 Est. Cost $24.93 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $209 Shares 1,314 Est. Cost $146.45 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $205 Shares 7,261 Est. Cost $26.96 Unrealized +4.1%
INTC INTEL CORP 0.0%
Value ($000) $202 Shares 6,018 Est. Cost $24.23 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $201 Shares 2,998 Est. Cost $76.83 Unrealized -8.5%