Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $1,177,060 (100.0% shares, 0.0% debt)

Holdings (349)

CPRT COPART INC 5.9%
Value ($000) $69,987 Shares 1,236,732 Est. Cost $37.45 Unrealized +50.3%
AAPL APPLE INC 5.6%
Value ($000) $66,002 Shares 297,131 Est. Cost $97.62 Unrealized +136.4%
JPM JPMORGAN CHASE & CO. 5.1%
Value ($000) $59,989 Shares 244,554 Est. Cost $189.18 Unrealized +32.6%
COST COSTCO WHSL CORP NEW 5.1%
Value ($000) $59,503 Shares 62,914 Est. Cost $773.82 Unrealized +25.4%
AMZN AMAZON COM INC 4.5%
Value ($000) $53,004 Shares 278,586 Est. Cost $174.19 Unrealized +24.6%
WM WASTE MGMT INC DEL 4.1%
Value ($000) $48,673 Shares 210,242 Est. Cost $202.83 Unrealized +7.7%
MSFT MICROSOFT CORP 4.0%
Value ($000) $46,726 Shares 124,473 Est. Cost $268.44 Unrealized +50.9%
MA MASTERCARD INCORPORATED 3.8%
Value ($000) $44,483 Shares 81,155 Est. Cost $451.62 Unrealized +20.0%
BX BLACKSTONE INC 3.8%
Value ($000) $44,358 Shares 317,339 Est. Cost $117.83 Unrealized +34.3%
HD HOME DEPOT INC 3.7%
Value ($000) $43,441 Shares 118,532 Est. Cost $75.60 Unrealized +403.6%
GOOGL ALPHABET INC 3.7%
Value ($000) $43,012 Shares 278,144 Est. Cost $167.35 Unrealized +8.0%
TJX TJX COS INC NEW 3.5%
Value ($000) $41,170 Shares 338,010 Est. Cost $49.18 Unrealized +144.2%
V VISA INC 3.2%
Value ($000) $37,695 Shares 107,560 Est. Cost $270.83 Unrealized +24.2%
LLY ELI LILLY & CO 3.1%
Value ($000) $36,937 Shares 44,723 Est. Cost $186.47 Unrealized +343.3%
WCN WASTE CONNECTIONS INC 3.1%
Value ($000) $36,734 Shares 188,195 Est. Cost $165.63 Unrealized +11.3%
BAC BANK AMERICA CORP 2.8%
Value ($000) $33,211 Shares 795,855 Est. Cost $13.32 Unrealized +227.6%
OC OWENS CORNING NEW 2.5%
Value ($000) $29,278 Shares 205,002 Est. Cost $99.90 Unrealized +65.5%
HON HONEYWELL INTL INC 2.3%
Value ($000) $27,204 Shares 128,472 Est. Cost $112.98 Unrealized +75.6%
IBM INTERNATIONAL BUSINESS MACHS 2.2%
Value ($000) $25,866 Shares 104,023 Est. Cost $124.26 Unrealized +92.7%
UBER UBER TECHNOLOGIES INC 2.1%
Value ($000) $24,420 Shares 335,167 Est. Cost $69.50 Unrealized +3.7%
UNP UNION PAC CORP 2.1%
Value ($000) $24,168 Shares 102,304 Est. Cost $65.92 Unrealized +257.4%
DOV DOVER CORP 1.4%
Value ($000) $16,865 Shares 96,000 Est. Cost $39.99 Unrealized +375.9%
LIN LINDE PLC 1.3%
Value ($000) $15,835 Shares 34,008 Est. Cost $432.18 Unrealized +2.9%
UPS UNITED PARCEL SERVICE INC 1.3%
Value ($000) $15,559 Shares 141,463 Est. Cost $158.15 Unrealized -28.8%
OPLN OPENLANE INC 1.3%
Value ($000) $15,452 Shares 801,437 Est. Cost $18.44 Unrealized +11.9%
MRK MERCK & CO INC 1.2%
Value ($000) $14,590 Shares 162,550 Est. Cost $121.72 Unrealized -26.0%
NSC NORFOLK SOUTHN CORP 1.1%
Value ($000) $13,472 Shares 56,880 Est. Cost $59.67 Unrealized +301.2%
DIS DISNEY WALT CO 1.1%
Value ($000) $12,764 Shares 129,318 Est. Cost $94.36 Unrealized +12.6%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $11,608 Shares 97,601 Est. Cost $110.09 Unrealized -2.6%
NKE NIKE INC 1.0%
Value ($000) $11,599 Shares 182,720 Est. Cost $56.01 Unrealized +28.6%
MCD MCDONALDS CORP 0.7%
Value ($000) $8,534 Shares 27,320 Est. Cost $84.98 Unrealized +244.6%
EMR EMERSON ELEC CO 0.6%
Value ($000) $7,514 Shares 68,535 Est. Cost $41.33 Unrealized +187.5%
DMRC DIGIMARC CORP NEW 0.6%
Value ($000) $7,375 Shares 575,242 Est. Cost $25.42 Unrealized +12.5%
ABBV ABBVIE INC 0.6%
Value ($000) $6,510 Shares 31,070 Est. Cost $157.12 Unrealized +20.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $6,304 Shares 37,682 Est. Cost $73.28 Unrealized +105.3%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $6,075 Shares 56,049 Est. Cost $117.16 Unrealized +8.1%
CAC CAMDEN NATL CORP 0.5%
Value ($000) $6,030 Shares 148,997 Est. Cost $22.16 Unrealized +86.5%
MTB M & T BK CORP 0.5%
Value ($000) $5,354 Shares 29,950 Est. Cost $138.95 Unrealized +32.8%
GOOG ALPHABET INC 0.4%
Value ($000) $5,280 Shares 33,795 Est. Cost $168.88 Unrealized +8.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $4,851 Shares 68,424 Est. Cost $67.61 Unrealized +1.6%
SHEL SHELL PLC 0.4%
Value ($000) $4,849 Shares 66,176 Est. Cost $72.18 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $4,611 Shares 14,800 Est. Cost $235.72 Unrealized +21.9%
NUE NUCOR CORP 0.4%
Value ($000) $4,519 Shares 37,550 Est. Cost $34.82 Unrealized +264.1%
STE STERIS PLC 0.3%
Value ($000) $3,505 Shares 15,466 Est. Cost $214.14 Unrealized +2.1%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,352 Shares 19,670 Est. Cost $55.82 Unrealized +193.7%
ABT ABBOTT LABS 0.3%
Value ($000) $3,136 Shares 23,639 Est. Cost $52.70 Unrealized +138.1%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value ($000) $3,122 Shares 12,795 Est. Cost $200.17 Unrealized +11.6%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,257 Shares 8,536 Est. Cost $245.41 Unrealized 0.0%
GE GE AEROSPACE 0.2%
Value ($000) $2,066 Shares 10,324 Est. Cost $157.95 Unrealized +23.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,724 Shares 10,396 Est. Cost $64.35 Unrealized +136.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,585 Shares 23,355 Est. Cost $65.15 Unrealized -8.3%
GLD SPDR GOLD TR 0.1%
Value ($000) $1,582 Shares 5,490 Est. Cost $215.01 Unrealized
KIM KIMCO RLTY CORP 0.1%
Value ($000) $1,553 Shares 73,125 Est. Cost $17.34 Unrealized +20.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,481 Shares 24,006 Est. Cost $45.44 Unrealized +32.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,475 Shares 9,293 Est. Cost $85.38 Unrealized +60.4%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value ($000) $1,448 Shares 22,782 Est. Cost $58.41 Unrealized +21.1%
ECL ECOLAB INC 0.1%
Value ($000) $1,434 Shares 5,658 Est. Cost $227.14 Unrealized +9.9%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,302 Shares 21,347 Est. Cost $34.50 Unrealized +60.8%
EOG EOG RES INC 0.1%
Value ($000) $1,295 Shares 10,095 Est. Cost $122.13 Unrealized +2.5%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $1,291 Shares 17,350 Est. Cost $73.31 Unrealized -0.7%
UNILEVER PLC 0.1%
Value ($000) $1,287 Shares 21,610 Est. Cost $54.99 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,283 Shares 34,778 Est. Cost $37.12 Unrealized -5.6%
SYY SYSCO CORP 0.1%
Value ($000) $1,257 Shares 16,749 Est. Cost $71.17 Unrealized +0.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1,207 Shares 16,165 Est. Cost $31.56 Unrealized +1.1%
PFE PFIZER INC 0.1%
Value ($000) $1,183 Shares 46,691 Est. Cost $24.77 Unrealized -0.2%
KR KROGER CO 0.1%
Value ($000) $1,036 Shares 15,300 Est. Cost $52.03 Unrealized +19.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $864 Shares 2,565 Est. Cost $313.71 Unrealized +14.4%
WEN WENDYS CO 0.1%
Value ($000) $861 Shares 58,878 Est. Cost $18.18 Unrealized -17.2%
FNLC FIRST BANCORP INC ME 0.1%
Value ($000) $844 Shares 34,125 Est. Cost $21.10 Unrealized +14.5%
MMM 3M CO 0.1%
Value ($000) $793 Shares 5,400 Est. Cost $94.27 Unrealized +53.4%
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $772 Shares 14,500 Est. Cost $55.85 Unrealized
UTZ UTZ BRANDS INC 0.1%
Value ($000) $767 Shares 54,484 Est. Cost $18.00 Unrealized -23.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $767 Shares 9,025 Est. Cost $89.80 Unrealized +3.4%
NVS NOVARTIS AG 0.1%
Value ($000) $764 Shares 6,850 Est. Cost $106.46 Unrealized
VST VISTRA CORP 0.1%
Value ($000) $728 Shares 6,200 Est. Cost $82.71 Unrealized +79.7%
COP CONOCOPHILLIPS 0.1%
Value ($000) $719 Shares 6,850 Est. Cost $115.38 Unrealized -16.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $714 Shares 11,942 Est. Cost $64.44 Unrealized -10.0%
DOW DOW INC 0.1%
Value ($000) $676 Shares 19,363 Est. Cost $36.37 Unrealized -1.1%
GPC GENUINE PARTS CO 0.1%
Value ($000) $655 Shares 5,500 Est. Cost $141.59 Unrealized -17.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $630 Shares 4,100 Est. Cost $44.78 Unrealized +256.6%
GEV GE VERNOVA INC 0.1%
Value ($000) $627 Shares 2,053 Est. Cost $158.10 Unrealized +120.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $619 Shares 4,350 Est. Cost $63.68 Unrealized +103.8%
NWSA NEWS CORP NEW 0.1%
Value ($000) $597 Shares 21,942 Est. Cost $25.55 Unrealized +8.8%
KO COCA COLA CO 0.0%
Value ($000) $585 Shares 8,170 Est. Cost $34.82 Unrealized +86.6%
META META PLATFORMS INC 0.0%
Value ($000) $578 Shares 1,002 Est. Cost $483.31 Unrealized +33.1%
NI NISOURCE INC 0.0%
Value ($000) $559 Shares 13,950 Est. Cost $26.92 Unrealized +39.9%
MDT MEDTRONIC PLC 0.0%
Value ($000) $557 Shares 6,201 Est. Cost $87.12 Unrealized +0.3%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $552 Shares 7,114 Est. Cost $103.49 Unrealized -22.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $533 Shares 4,500 Est. Cost $106.16 Unrealized -1.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $512 Shares 3,000 Est. Cost $169.24 Unrealized +9.3%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $493 Shares 3,992 Est. Cost $197.27 Unrealized -31.2%
FUL FULLER H B CO 0.0%
Value ($000) $485 Shares 8,650 Est. Cost $75.84 Unrealized -23.5%
HESS CORP 0.0%
Value ($000) $479 Shares 3,000 Est. Cost $147.52 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $476 Shares 3,177 Est. Cost $64.87 Unrealized +121.2%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $467 Shares 3,382 Est. Cost $99.95 Unrealized +60.4%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $462 Shares 10,250 Est. Cost $43.84 Unrealized +13.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $427 Shares 8,000 Est. Cost $25.91 Unrealized +103.5%
FMC FMC CORP 0.0%
Value ($000) $422 Shares 10,000 Est. Cost $39.05 Unrealized +8.1%
CTVA CORTEVA INC 0.0%
Value ($000) $419 Shares 6,651 Est. Cost $54.08 Unrealized +13.3%
WMT WALMART INC 0.0%
Value ($000) $385 Shares 4,385 Est. Cost $28.25 Unrealized +229.1%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $366 Shares 5,874 Est. Cost $45.30 Unrealized +69.9%
NFLX NETFLIX INC 0.0%
Value ($000) $350 Shares 375 Est. Cost $62.46 Unrealized +52.3%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $349 Shares 679 Est. Cost $500.13 Unrealized
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $339 Shares 2,144 Est. Cost $109.25 Unrealized +74.6%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $336 Shares 1,250 Est. Cost $94.16 Unrealized +210.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $328 Shares 3,500 Est. Cost $45.26 Unrealized +94.1%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $312 Shares 557 Est. Cost $544.22 Unrealized
ASH ASHLAND INC 0.0%
Value ($000) $280 Shares 4,728 Est. Cost $93.13 Unrealized -33.5%
EVRG EVERGY INC 0.0%
Value ($000) $280 Shares 4,054 Est. Cost $49.78 Unrealized +26.8%
BALL BALL CORP 0.0%
Value ($000) $274 Shares 5,265 Est. Cost $65.40 Unrealized -20.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $273 Shares 1,000 Est. Cost $284.04 Unrealized -9.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $270 Shares 1,500 Est. Cost $164.21 Unrealized +11.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $266 Shares 500 Est. Cost $408.62 Unrealized +19.0%
ADBE ADOBE INC 0.0%
Value ($000) $263 Shares 687 Est. Cost $484.22 Unrealized -11.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $251 Shares 5,000 Est. Cost $62.12 Unrealized -12.5%
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value ($000) $242 Shares 9,734 Est. Cost $41.58 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $198 Shares 4,116 Est. Cost $57.71 Unrealized -18.9%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $194 Shares 7,265 Est. Cost $27.36 Unrealized -10.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $187 Shares 4,220 Est. Cost $33.39 Unrealized +24.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $186 Shares 500 Est. Cost $333.33 Unrealized +13.1%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $182 Shares 26,032 Est. Cost $7.17 Unrealized
EQT EQT CORP 0.0%
Value ($000) $180 Shares 3,375 Est. Cost $33.40 Unrealized +51.3%
LCNB LCNB CORP 0.0%
Value ($000) $170 Shares 11,500 Est. Cost $13.05 Unrealized +9.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $167 Shares 2,779 Est. Cost $39.11 Unrealized +30.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $162 Shares 1,332 Est. Cost $94.26 Unrealized +17.3%
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $150 Shares 1,500 Est. Cost $148.16 Unrealized -27.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $143 Shares 1,500 Est. Cost $66.33 Unrealized +64.3%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $143 Shares 1,700 Est. Cost $55.73 Unrealized +48.1%
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $140 Shares 13,238 Est. Cost $11.05 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $137 Shares 942 Est. Cost $179.57 Unrealized -19.2%
IJH ISHARES TR 0.0%
Value ($000) $131 Shares 2,250 Est. Cost $58.35 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $128 Shares 4,500 Est. Cost $17.73 Unrealized +50.6%
KEY KEYCORP 0.0%
Value ($000) $128 Shares 8,000 Est. Cost $13.41 Unrealized +21.2%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $122 Shares 3,579 Est. Cost $31.54 Unrealized -0.1%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $121 Shares 939 Est. Cost $118.60 Unrealized
T AT&T INC 0.0%
Value ($000) $120 Shares 4,252 Est. Cost $16.16 Unrealized +50.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $116 Shares 2,770 Est. Cost $42.80 Unrealized -6.8%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $111 Shares 641 Est. Cost $160.41 Unrealized
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $110 Shares 900 Est. Cost $137.26 Unrealized -8.0%
SRE SEMPRA 0.0%
Value ($000) $107 Shares 1,500 Est. Cost $70.00 Unrealized +7.9%
ETN EATON CORP PLC 0.0%
Value ($000) $105 Shares 387 Est. Cost $317.31 Unrealized -2.8%
DEO DIAGEO PLC 0.0%
Value ($000) $105 Shares 1,000 Est. Cost $126.08 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $102 Shares 500 Est. Cost $200.57 Unrealized +4.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $100 Shares 3,413 Est. Cost $29.42 Unrealized -1.9%
TSLA TESLA INC 0.0%
Value ($000) $97 Shares 375 Est. Cost $174.77 Unrealized +90.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $97 Shares 200 Est. Cost $418.45 Unrealized +23.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $97 Shares 261 Est. Cost $374.01 Unrealized
LEN LENNAR CORP 0.0%
Value ($000) $95 Shares 825 Est. Cost $148.55 Unrealized -17.1%
CMI CUMMINS INC 0.0%
Value ($000) $94 Shares 300 Est. Cost $276.13 Unrealized +25.3%
DE DEERE & CO 0.0%
Value ($000) $94 Shares 200 Est. Cost $68.96 Unrealized +569.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $89 Shares 1,956 Est. Cost $36.47 Unrealized +8.5%
FISV FISERV INC 0.0%
Value ($000) $88 Shares 400 Est. Cost $151.37 Unrealized +44.6%
CSX CSX CORP 0.0%
Value ($000) $88 Shares 3,000 Est. Cost $27.43 Unrealized +14.1%
FDX FEDEX CORP 0.0%
Value ($000) $87 Shares 355 Est. Cost $251.77 Unrealized +0.7%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $86 Shares 1,997 Est. Cost $55.02 Unrealized -8.0%
CME CME GROUP INC 0.0%
Value ($000) $86 Shares 323 Est. Cost $236.84 Unrealized +2.4%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $82 Shares 1,012 Est. Cost $81.35 Unrealized +5.5%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $81 Shares 1,900 Est. Cost $28.13 Unrealized +53.4%
PARAMOUNT GLOBAL 0.0%
Value ($000) $79 Shares 6,579 Est. Cost $10.39 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $77 Shares 625 Est. Cost $139.62 Unrealized -14.6%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $76 Shares 2,729 Est. Cost $17.67 Unrealized +64.9%
BA BOEING CO 0.0%
Value ($000) $75 Shares 440 Est. Cost $178.24 Unrealized -2.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $74 Shares 900 Est. Cost $67.45 Unrealized +20.1%
NOW SERVICENOW INC 0.0%
Value ($000) $72 Shares 91 Est. Cost $192.24 Unrealized +0.3%
NEM NEWMONT CORP 0.0%
Value ($000) $69 Shares 1,425 Est. Cost $39.61 Unrealized +9.2%
PIMCO MUN INCOME FD 0.0%
Value ($000) $68 Shares 7,712 Est. Cost $9.17 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $68 Shares 600 Est. Cost $115.96 Unrealized -8.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $63 Shares 436 Est. Cost $211.43 Unrealized -21.2%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $61 Shares 117 Est. Cost $473.12 Unrealized +5.6%
RTX RTX CORPORATION 0.0%
Value ($000) $60 Shares 456 Est. Cost $124.76 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $37.71 Unrealized +47.0%
OEC ORION S.A. 0.0%
Value ($000) $58 Shares 4,500 Est. Cost $24.07 Unrealized -41.3%
ESGD ISHARES TR 0.0%
Value ($000) $57 Shares 692 Est. Cost $78.78 Unrealized
L LOEWS CORP 0.0%
Value ($000) $55 Shares 601 Est. Cost $75.41 Unrealized +13.2%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $54 Shares 300 Est. Cost $95.36 Unrealized +101.4%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $54 Shares 1,014 Est. Cost $82.13 Unrealized -32.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $54 Shares 700 Est. Cost $66.04 Unrealized +21.5%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $53 Shares 883 Est. Cost $56.62 Unrealized +2.8%
CF CF INDS HLDGS INC 0.0%
Value ($000) $53 Shares 675 Est. Cost $74.64 Unrealized +10.1%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $51 Shares 800 Est. Cost $47.71 Unrealized +24.9%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $51 Shares 694 Est. Cost $68.53 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $51 Shares 1,400 Est. Cost $28.32 Unrealized +15.9%
IWP ISHARES TR 0.0%
Value ($000) $50 Shares 428 Est. Cost $110.35 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $50 Shares 626 Est. Cost $91.78 Unrealized -5.2%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $50 Shares 175 Est. Cost $192.70 Unrealized +27.3%
SLVM SYLVAMO CORP 0.0%
Value ($000) $49 Shares 727 Est. Cost $62.49 Unrealized +12.5%
OGE OGE ENERGY CORP 0.0%
Value ($000) $49 Shares 1,056 Est. Cost $35.11 Unrealized +24.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $48 Shares 750 Est. Cost $92.87 Unrealized -21.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $48 Shares 440 Est. Cost $103.76 Unrealized +2.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $48 Shares 110 Est. Cost $354.55 Unrealized +24.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $48 Shares 1,568 Est. Cost $32.54 Unrealized -12.9%
IWF ISHARES TR 0.0%
Value ($000) $47 Shares 130 Est. Cost $364.52 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $46 Shares 652 Est. Cost $51.36 Unrealized +28.5%
INTU INTUIT 0.0%
Value ($000) $46 Shares 75 Est. Cost $614.24 Unrealized -2.7%
MOS MOSAIC CO NEW 0.0%
Value ($000) $46 Shares 1,700 Est. Cost $28.60 Unrealized -10.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $44 Shares 75 Est. Cost $533.24 Unrealized +4.5%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $44 Shares 500 Est. Cost $97.58 Unrealized +11.2%
ALLE ALLEGION PLC 0.0%
Value ($000) $43 Shares 333 Est. Cost $121.01 Unrealized +6.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $43 Shares 276 Est. Cost $133.30 Unrealized +6.3%
USB US BANCORP DEL 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $37.76 Unrealized +17.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $42 Shares 200 Est. Cost $144.82 Unrealized +30.3%
IEFA ISHARES TR 0.0%
Value ($000) $41 Shares 542 Est. Cost $72.64 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $41 Shares 730 Est. Cost $47.11 Unrealized +11.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $41 Shares 416 Est. Cost $48.00 Unrealized +110.4%
CDW CDW CORP 0.0%
Value ($000) $40 Shares 250 Est. Cost $226.70 Unrealized -20.9%
LOW LOWES COS INC 0.0%
Value ($000) $40 Shares 170 Est. Cost $221.35 Unrealized +9.4%
FN FABRINET 0.0%
Value ($000) $40 Shares 200 Est. Cost $212.12 Unrealized +2.9%
ESGE ISHARES INC 0.0%
Value ($000) $39 Shares 1,124 Est. Cost $33.53 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $38 Shares 160 Est. Cost $236.12 Unrealized +14.1%
CB CHUBB LIMITED 0.0%
Value ($000) $38 Shares 125 Est. Cost $252.75 Unrealized +9.3%
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $37 Shares 740 Est. Cost $44.71 Unrealized +9.3%
DGS WISDOMTREE TR 0.0%
Value ($000) $37 Shares 763 Est. Cost $51.44 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $37 Shares 350 Est. Cost $120.21 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $36 Shares 55 Est. Cost $1022.75 Unrealized
IWS ISHARES TR 0.0%
Value ($000) $36 Shares 284 Est. Cost $120.74 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $35 Shares 1,050 Est. Cost $24.23 Unrealized +30.8%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $34 Shares 54 Est. Cost $964.05 Unrealized -29.0%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $33 Shares 300 Est. Cost $130.45 Unrealized -8.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $33 Shares 100 Est. Cost $338.69 Unrealized +3.9%
ITOT ISHARES TR 0.0%
Value ($000) $33 Shares 269 Est. Cost $118.78 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $31 Shares 910 Est. Cost $36.66 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $30.23 Unrealized -12.2%
ESML ISHARES TR 0.0%
Value ($000) $29 Shares 747 Est. Cost $38.50 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $29 Shares 506 Est. Cost $32.14 Unrealized +63.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $28 Shares 650 Est. Cost $45.04 Unrealized +30.2%
NULV NUSHARES ETF TR 0.0%
Value ($000) $27 Shares 662 Est. Cost $37.79 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $25 Shares 300 Est. Cost $88.19 Unrealized
MET METLIFE INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $68.14 Unrealized +19.1%
CORP PIMCO ETF TR 0.0%
Value ($000) $24 Shares 247 Est. Cost $95.07 Unrealized
F FORD MTR CO 0.0%
Value ($000) $24 Shares 2,360 Est. Cost $11.13 Unrealized -17.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $23 Shares 252 Est. Cost $130.64 Unrealized -20.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $63.13 Unrealized +59.2%
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $21 Shares 401 Est. Cost $55.10 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $20 Shares 300 Est. Cost $126.86 Unrealized -43.9%
DNP SELECT INCOME FD INC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $8.22 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $19 Shares 902 Est. Cost $15.27 Unrealized +26.0%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $18 Shares 1,600 Est. Cost $12.10 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $17 Shares 768 Est. Cost $32.50 Unrealized -32.7%
SKECHERS U S A INC 0.0%
Value ($000) $17 Shares 300 Est. Cost $69.12 Unrealized
COHEN & STEERS TAX ADVAN PFD 0.0%
Value ($000) $16 Shares 800 Est. Cost $19.85 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $15 Shares 1,273 Est. Cost $10.04 Unrealized +31.9%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $15 Shares 1,823 Est. Cost $8.65 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $15 Shares 112 Est. Cost $110.88 Unrealized +36.9%
EVTC EVERTEC INC 0.0%
Value ($000) $15 Shares 401 Est. Cost $35.87 Unrealized -4.1%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $14 Shares 276 Est. Cost $36.60 Unrealized +31.1%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $14 Shares 172 Est. Cost $81.28 Unrealized
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $14 Shares 1,094 Est. Cost $12.94 Unrealized
GLW CORNING INC 0.0%
Value ($000) $14 Shares 300 Est. Cost $33.68 Unrealized +44.2%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $13 Shares 800 Est. Cost $13.09 Unrealized +17.5%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $13 Shares 100 Est. Cost $153.50 Unrealized -15.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $13 Shares 116 Est. Cost $76.80 Unrealized +29.2%
PLAY DAVE & BUSTERS ENTMT INC 0.0%
Value ($000) $12 Shares 700 Est. Cost $51.94 Unrealized -54.4%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $12 Shares 300 Est. Cost $41.98 Unrealized -9.8%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $11 Shares 150 Est. Cost $60.70 Unrealized +22.7%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 1,301 Est. Cost $10.24 Unrealized -2.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $11 Shares 36 Est. Cost $236.61 Unrealized +24.8%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $11 Shares 412 Est. Cost $26.51 Unrealized
NOODLES & CO 0.0%
Value ($000) $11 Shares 10,000 Est. Cost $1.58 Unrealized
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $11 Shares 350 Est. Cost $35.42 Unrealized -16.5%
KXI ISHARES TR 0.0%
Value ($000) $10 Shares 161 Est. Cost $60.11 Unrealized
LEMB ISHARES INC 0.0%
Value ($000) $10 Shares 275 Est. Cost $35.64 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $10 Shares 356 Est. Cost $34.28 Unrealized -6.6%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $10 Shares 165 Est. Cost $95.22 Unrealized +1.5%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $10 Shares 200 Est. Cost $62.02 Unrealized -22.9%
ETSY ETSY INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $63.96 Unrealized -19.9%
WSBC WESBANCO INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $27.65 Unrealized +20.8%
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.30 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $9 Shares 2,529 Est. Cost $3.58 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $8 Shares 736 Est. Cost $8.01 Unrealized +30.5%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $7 Shares 250 Est. Cost $19.54 Unrealized +55.3%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $7 Shares 225 Est. Cost $23.01 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $7 Shares 452 Est. Cost $18.66 Unrealized -19.0%
TLT ISHARES TR 0.0%
Value ($000) $7 Shares 73 Est. Cost $91.78 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $6 Shares 75 Est. Cost $150.65 Unrealized -50.0%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $6 Shares 72 Est. Cost $92.66 Unrealized -2.4%
BLK BLACKROCK INC 0.0%
Value ($000) $6 Shares 6 Est. Cost $991.05 Unrealized -2.9%
UFI UNIFI INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.95 Unrealized -5.8%
TMUS T-MOBILE US INC 0.0%
Value ($000) $5 Shares 18 Est. Cost $163.58 Unrealized +48.6%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $3 Shares 55 Est. Cost $116.47 Unrealized -45.7%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $3 Shares 138 Est. Cost $25.50 Unrealized -7.6%
TTD THE TRADE DESK INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $90.47 Unrealized 0.0%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $24.68 Unrealized
SGHC SUPER GROUP SGHC LIMITED 0.0%
Value ($000) $3 Shares 400 Est. Cost $3.37 Unrealized +113.0%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $330.11 Unrealized -19.2%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 81 Est. Cost $41.16 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $138.24 Unrealized -3.1%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 32 Est. Cost $38.28 Unrealized
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $2 Shares 200 Est. Cost $12.90 Unrealized -11.5%
ALC ALCON AG 0.0%
Value ($000) $2 Shares 18 Est. Cost $84.91 Unrealized +5.3%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $230.10 Unrealized +5.2%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 17 Est. Cost $77.47 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $423.77 Unrealized +19.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $1 Shares 19 Est. Cost $72.33 Unrealized +7.4%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $393.01 Unrealized +21.8%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1136.24 Unrealized +9.8%
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $24.44 Unrealized -34.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $146.14 Unrealized +13.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.97 Unrealized +56.3%
VIST VISTA ENERGY S.A.B. DE C.V. 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.50 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value ($000) $1 Shares 29 Est. Cost $27.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $569.75 Unrealized -5.3%
CCJ CAMECO CORP 0.0%
Value ($000) $1 Shares 23 Est. Cost $50.50 Unrealized -7.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $160.87 Unrealized -30.9%
EWJ ISHARES INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $68.31 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $64.38 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.46 Unrealized -6.0%
OKTA OKTA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $94.67 Unrealized +3.2%
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $1 Shares 146 Est. Cost $5.81 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $62.05 Unrealized +33.4%
ORCL ORACLE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $122.30 Unrealized +32.1%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $121.07 Unrealized -17.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.34 Unrealized +47.8%
DNN DENISON MINES CORP 0.0%
Value ($000) $1 Shares 517 Est. Cost $2.12 Unrealized -21.4%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.25 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $18.25 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.06 Unrealized +37.2%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $27.62 Unrealized -3.1%
NXE NEXGEN ENERGY LTD 0.0%
Value ($000) $1 Shares 131 Est. Cost $7.66 Unrealized -22.8%
NU NU HLDGS LTD 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.64 Unrealized +1.5%
CFLT CONFLUENT INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $28.74 Unrealized +0.8%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.63 Unrealized
ESTC ELASTIC N V 0.0%
Value ($000) $1 Shares 6 Est. Cost $105.02 Unrealized -1.2%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $227.18 Unrealized -14.6%
ACVA ACV AUCTIONS INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $17.98 Unrealized +2.4%
HPQ HP INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $29.71 Unrealized +2.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $207.63 Unrealized +2.5%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.43 Unrealized +29.7%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.12 Unrealized +31.9%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.74 Unrealized +1.9%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 61 Est. Cost $14.52 Unrealized -48.3%
XPEL XPEL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.10 Unrealized -13.0%
SUNRISE COMMUNICATIONS AG 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.17 Unrealized
VEREN INC 0.0%
Value ($000) $0 Shares 42 Est. Cost $7.88 Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.57 Unrealized -14.1%
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $38.87 Unrealized +0.4%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.38 Unrealized +34.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 15 Est. Cost $17.62 Unrealized +10.1%
URNM SPROTT FDS TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.29 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $138.48 Unrealized -36.5%
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 13 Est. Cost $17.42 Unrealized -5.6%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.30 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 75 Est. Cost $3.40 Unrealized +7.6%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $0 Shares 200 Est. Cost $1.24 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.83 Unrealized -27.1%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.41 Unrealized +2.7%
XP XP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.66 Unrealized -33.4%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.00 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.67 Unrealized -47.2%
PALATIN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $2.00 Unrealized