MARIETTA INVESTMENT PARTNERS LLC Diversified Active

CIK: 0001114702 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $438,703 (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC 5.8%
Value ($000) $25,475 Shares 186,004 Est. Cost $83.10 Unrealized +52.2%
GNRC GENERAC HLDGS INC 5.3%
Value ($000) $23,076 Shares 55,585 Est. Cost $124.46 Unrealized +169.6%
MSFT MICROSOFT CORP 3.9%
Value ($000) $17,312 Shares 63,905 Est. Cost $71.79 Unrealized +240.9%
HDB HDFC BANK LTD 3.4%
Value ($000) $14,840 Shares 202,954 Est. Cost $53.16 Unrealized
FCX FREEPORT-MCMORAN INC 3.3%
Value ($000) $14,594 Shares 393,267 Est. Cost $20.96 Unrealized +74.3%
TMO THERMO FISHER SCIENTIFIC INC 2.8%
Value ($000) $12,149 Shares 24,082 Est. Cost $200.33 Unrealized +132.6%
PYPL PAYPAL HLDGS INC 2.4%
Value ($000) $10,677 Shares 36,629 Est. Cost $90.44 Unrealized +191.4%
MSCI MSCI INC 2.4%
Value ($000) $10,347 Shares 19,410 Est. Cost $246.65 Unrealized +84.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.0%
Value ($000) $8,892 Shares 73,999 Est. Cost $104.35 Unrealized
EW EDWARDS LIFESCIENCES CORP 2.0%
Value ($000) $8,734 Shares 84,330 Est. Cost $57.41 Unrealized +64.2%
IDXX IDEXX LABS INC 2.0%
Value ($000) $8,663 Shares 13,717 Est. Cost $369.71 Unrealized +49.4%
MA MASTERCARD INCORPORATED 1.9%
Value ($000) $8,373 Shares 22,934 Est. Cost $130.91 Unrealized +176.7%
POOL POOL CORP 1.8%
Value ($000) $8,022 Shares 17,490 Est. Cost $300.85 Unrealized +32.4%
FRCB FIRST REP BK SAN FRANCISCO C 1.8%
Value ($000) $7,695 Shares 41,113 Est. Cost $100.84 Unrealized +80.1%
LUV SOUTHWEST AIRLS CO 1.7%
Value ($000) $7,337 Shares 138,192 Est. Cost $40.95 Unrealized +36.2%
AMEDISYS INC 1.6%
Value ($000) $7,058 Shares 28,816 Est. Cost $194.56 Unrealized
ULTA ULTA BEAUTY INC 1.6%
Value ($000) $6,820 Shares 19,724 Est. Cost $257.07 Unrealized +27.6%
PH PARKER-HANNIFIN CORP 1.5%
Value ($000) $6,729 Shares 21,910 Est. Cost $237.43 Unrealized +22.6%
RIO RIO TINTO PLC 1.5%
Value ($000) $6,708 Shares 79,966 Est. Cost $77.88 Unrealized
RF REGIONS FINANCIAL CORP NEW 1.5%
Value ($000) $6,408 Shares 317,541 Est. Cost $15.74 Unrealized +13.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $6,111 Shares 21,988 Est. Cost $110.02 Unrealized +154.0%
DRI DARDEN RESTAURANTS INC 1.3%
Value ($000) $5,723 Shares 39,198 Est. Cost $112.72 Unrealized +7.5%
URI UNITED RENTALS INC 1.3%
Value ($000) $5,568 Shares 17,454 Est. Cost $276.19 Unrealized +13.2%
TX TERNIUM SA 1.2%
Value ($000) $5,460 Shares 141,976 Est. Cost $38.46 Unrealized
ASML ASML HOLDING NV 1.2%
Value ($000) $5,434 Shares 7,866 Est. Cost $450.72 Unrealized
AMZN AMAZON COM INC 1.2%
Value ($000) $5,380 Shares 1,564 Est. Cost $124.83 Unrealized +33.1%
NVO NOVO-NORDISK A S 1.2%
Value ($000) $5,277 Shares 62,997 Est. Cost $66.06 Unrealized
MTZ MASTEC INC 1.1%
Value ($000) $5,013 Shares 47,247 Est. Cost $101.72 Unrealized +6.7%
AME AMETEK INC 1.1%
Value ($000) $4,926 Shares 36,897 Est. Cost $74.69 Unrealized +73.9%
LULU LULULEMON ATHLETICA INC 1.0%
Value ($000) $4,513 Shares 12,366 Est. Cost $188.16 Unrealized +75.0%
FISV FISERV INC 1.0%
Value ($000) $4,289 Shares 40,128 Est. Cost $48.04 Unrealized +142.0%
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $4,224 Shares 22,703 Est. Cost $33.93 Unrealized 0.0%
PEP PEPSICO INC 0.9%
Value ($000) $4,045 Shares 27,300 Est. Cost $62.87 Unrealized +100.7%
FANG DIAMONDBACK ENERGY INC 0.9%
Value ($000) $3,869 Shares 41,207 Est. Cost $58.56 Unrealized +14.9%
DIS DISNEY WALT CO 0.9%
Value ($000) $3,815 Shares 21,705 Est. Cost $157.98 Unrealized +11.2%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,772 Shares 27,956 Est. Cost $59.34 Unrealized +103.4%
AOS SMITH A O CORP 0.8%
Value ($000) $3,723 Shares 51,667 Est. Cost $30.18 Unrealized +110.5%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $3,570 Shares 22,954 Est. Cost $105.21 Unrealized +32.8%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $3,477 Shares 55,128 Est. Cost $50.03 Unrealized +0.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.8%
Value ($000) $3,432 Shares 5,861 Est. Cost $259.45 Unrealized +98.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.8%
Value ($000) $3,311 Shares 21,446 Est. Cost $65.03 Unrealized +123.1%
ABBV ABBVIE INC 0.7%
Value ($000) $3,097 Shares 27,493 Est. Cost $38.60 Unrealized +145.5%
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,986 Shares 13,615 Est. Cost $95.97 Unrealized +100.2%
KMB KIMBERLY-CLARK CORP 0.7%
Value ($000) $2,889 Shares 21,596 Est. Cost $74.70 Unrealized +50.5%
GOOGL ALPHABET INC 0.6%
Value ($000) $2,644 Shares 1,083 Est. Cost $66.51 Unrealized +74.3%
RACE FERRARI N V 0.6%
Value ($000) $2,522 Shares 12,240 Est. Cost $135.79 Unrealized +53.6%
FAST FASTENAL CO 0.6%
Value ($000) $2,489 Shares 47,858 Est. Cost $11.39 Unrealized +104.5%
ABT ABBOTT LABS 0.6%
Value ($000) $2,467 Shares 21,282 Est. Cost $30.84 Unrealized +247.8%
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $2,401 Shares 13,039 Est. Cost $113.41 Unrealized +48.1%
SNA SNAP ON INC 0.5%
Value ($000) $2,323 Shares 10,398 Est. Cost $66.38 Unrealized +219.8%
MMM 3M CO 0.5%
Value ($000) $2,180 Shares 10,976 Est. Cost $61.45 Unrealized +128.5%
ZTS ZOETIS INC 0.5%
Value ($000) $2,163 Shares 11,605 Est. Cost $87.70 Unrealized +89.8%
TGT TARGET CORP 0.5%
Value ($000) $2,121 Shares 8,773 Est. Cost $127.71 Unrealized +50.0%
HD HOME DEPOT INC 0.5%
Value ($000) $1,986 Shares 6,229 Est. Cost $96.00 Unrealized +195.7%
MELI MERCADOLIBRE INC 0.5%
Value ($000) $1,980 Shares 1,271 Est. Cost $1195.13 Unrealized +22.8%
LAM RESEARCH CORP 0.4%
Value ($000) $1,946 Shares 2,991 Est. Cost $216.86 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.4%
Value ($000) $1,924 Shares 6,961 Est. Cost $156.33 Unrealized +61.1%
ZBRA ZEBRA TECHNOLOGIES CORPORATION 0.4%
Value ($000) $1,842 Shares 3,478 Est. Cost $156.18 Unrealized +219.1%
UNP UNION PAC CORP 0.4%
Value ($000) $1,787 Shares 8,125 Est. Cost $93.29 Unrealized +114.8%
PPG PPG INDS INC 0.4%
Value ($000) $1,719 Shares 10,128 Est. Cost $77.00 Unrealized +103.0%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,653 Shares 15,783 Est. Cost $79.47 Unrealized +9.6%
NKE NIKE INC 0.4%
Value ($000) $1,642 Shares 10,627 Est. Cost $85.46 Unrealized +47.0%
DOCU DOCUSIGN INC 0.4%
Value ($000) $1,633 Shares 5,841 Est. Cost $182.62 Unrealized +22.4%
SONY SONY GROUP CORPORATION 0.4%
Value ($000) $1,622 Shares 16,686 Est. Cost $50.78 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $1,608 Shares 11,353 Est. Cost $34.36 Unrealized +288.1%
MIDD MIDDLEBY CORP 0.4%
Value ($000) $1,591 Shares 9,180 Est. Cost $157.64 Unrealized +8.1%
SBNY SIGNATURE BK NEW YORK N Y 0.3%
Value ($000) $1,427 Shares 5,810 Est. Cost $193.02 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $1,389 Shares 18,884 Est. Cost $34.53 Unrealized +81.5%
ABNB AIRBNB INC 0.3%
Value ($000) $1,337 Shares 8,728 Est. Cost $185.28 Unrealized -15.3%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,330 Shares 9,076 Est. Cost $105.22 Unrealized +7.8%
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $1,314 Shares 19,143 Est. Cost $36.76 Unrealized +60.3%
TPR TAPESTRY INC 0.3%
Value ($000) $1,290 Shares 29,680 Est. Cost $32.95 Unrealized +19.6%
ATLASSIAN CORP PLC 0.3%
Value ($000) $1,283 Shares 4,995 Est. Cost $163.26 Unrealized
NICE NICE LTD 0.3%
Value ($000) $1,281 Shares 5,175 Est. Cost $139.01 Unrealized
UBS UBS GROUP AG 0.3%
Value ($000) $1,259 Shares 82,100 Est. Cost $15.05 Unrealized +4.9%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $1,255 Shares 13,365 Est. Cost $47.94 Unrealized +68.6%
GOOG ALPHABET INC 0.3%
Value ($000) $1,243 Shares 496 Est. Cost $62.19 Unrealized +90.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,239 Shares 16,902 Est. Cost $63.78 Unrealized +4.3%
YUMC YUM CHINA HLDGS INC 0.3%
Value ($000) $1,234 Shares 18,623 Est. Cost $46.74 Unrealized +36.5%
CHD CHURCH & DWIGHT INC 0.3%
Value ($000) $1,226 Shares 14,390 Est. Cost $59.64 Unrealized +37.3%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $1,195 Shares 13,436 Est. Cost $39.17 Unrealized +105.9%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,190 Shares 10,644 Est. Cost $46.32 Unrealized +119.5%
MAS MASCO CORP 0.3%
Value ($000) $1,175 Shares 19,940 Est. Cost $41.95 Unrealized +34.8%
MAN MANPOWERGROUP INC WIS 0.3%
Value ($000) $1,151 Shares 9,676 Est. Cost $58.25 Unrealized +102.6%
DVY ISHARES TR 0.3%
Value ($000) $1,128 Shares 9,670 Est. Cost $69.61 Unrealized
GLOB GLOBANT S A 0.2%
Value ($000) $1,096 Shares 5,000 Est. Cost $114.28 Unrealized +92.3%
ABBNY ABB LTD 0.2%
Value ($000) $1,086 Shares 31,937 Est. Cost $23.67 Unrealized
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,062 Shares 10,810 Est. Cost $47.61 Unrealized +85.8%
CI CIGNA CORP NEW 0.2%
Value ($000) $1,048 Shares 4,420 Est. Cost $190.77 Unrealized +20.4%
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $970 Shares 12,025 Est. Cost $72.74 Unrealized +1.9%
CNH CNH INDL N V 0.2%
Value ($000) $966 Shares 57,752 Est. Cost $12.82 Unrealized 0.0%
CANADIAN PAC RY LTD 0.2%
Value ($000) $936 Shares 12,175 Est. Cost $107.19 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $936 Shares 16,706 Est. Cost $34.63 Unrealized +25.4%
LLY LILLY ELI & CO 0.2%
Value ($000) $874 Shares 3,810 Est. Cost $97.21 Unrealized +97.4%
GIS GENERAL MLS INC 0.2%
Value ($000) $859 Shares 14,090 Est. Cost $40.24 Unrealized +31.5%
AA ALCOA CORP 0.2%
Value ($000) $842 Shares 22,861 Est. Cost $34.73 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $785 Shares 2,881 Est. Cost $244.96 Unrealized +7.3%
KO COCA COLA CO 0.2%
Value ($000) $759 Shares 14,022 Est. Cost $34.97 Unrealized +35.2%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $738 Shares 7,200 Est. Cost $44.25 Unrealized +84.8%
TRITON INTL LTD 0.2%
Value ($000) $725 Shares 13,856 Est. Cost $49.73 Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $702 Shares 2,456 Est. Cost $92.91 Unrealized +168.2%
LINDE PLC 0.2%
Value ($000) $700 Shares 2,422 Est. Cost $289.02 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $688 Shares 10,300 Est. Cost $29.41 Unrealized +83.2%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $683 Shares 11,400 Est. Cost $51.31 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $678 Shares 16,774 Est. Cost $58.88 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $677 Shares 4,108 Est. Cost $118.71 Unrealized +22.1%
WNS HLDGS LTD 0.2%
Value ($000) $663 Shares 8,298 Est. Cost $52.37 Unrealized
MGA MAGNA INTL INC 0.1%
Value ($000) $649 Shares 7,008 Est. Cost $81.78 Unrealized 0.0%
STE STERIS PLC 0.1%
Value ($000) $624 Shares 3,023 Est. Cost $133.73 Unrealized +44.5%
META FACEBOOK INC 0.1%
Value ($000) $622 Shares 1,789 Est. Cost $193.88 Unrealized +64.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $609 Shares 3,785 Est. Cost $80.56 Unrealized +93.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $592 Shares 7,647 Est. Cost $27.28 Unrealized +12.1%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $584 Shares 14,678 Est. Cost $40.32 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $584 Shares 5,620 Est. Cost $77.18 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $577 Shares 3,000 Est. Cost $53.06 Unrealized +209.5%
ADSK AUTODESK INC 0.1%
Value ($000) $572 Shares 1,958 Est. Cost $189.52 Unrealized +50.5%
PFE PFIZER INC 0.1%
Value ($000) $568 Shares 14,500 Est. Cost $26.20 Unrealized +18.3%
NPK NATIONAL PRESTO INDS INC 0.1%
Value ($000) $553 Shares 5,437 Est. Cost $76.01 Unrealized +35.6%
NFLX NETFLIX INC 0.1%
Value ($000) $550 Shares 1,042 Est. Cost $53.04 Unrealized -3.6%
CPA COPA HOLDINGS SA 0.1%
Value ($000) $548 Shares 7,271 Est. Cost $58.48 Unrealized +17.1%
JD JD.COM INC 0.1%
Value ($000) $545 Shares 6,832 Est. Cost $64.93 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $530 Shares 11,708 Est. Cost $23.98 Unrealized +66.7%
ICLR ICON PLC 0.1%
Value ($000) $526 Shares 2,543 Est. Cost $136.21 Unrealized +58.4%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $520 Shares 25,850 Est. Cost $18.04 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $511 Shares 3,092 Est. Cost $66.97 Unrealized +120.8%
YUM YUM BRANDS INC 0.1%
Value ($000) $509 Shares 4,423 Est. Cost $38.97 Unrealized +177.4%
USB U S BANCORP DEL 0.1%
Value ($000) $506 Shares 8,877 Est. Cost $27.00 Unrealized +76.7%
DOW DOW INC 0.1%
Value ($000) $484 Shares 7,648 Est. Cost $36.53 Unrealized +39.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $467 Shares 5,520 Est. Cost $65.18 Unrealized +11.6%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $466 Shares 4,722 Est. Cost $61.18 Unrealized +37.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $448 Shares 3,000 Est. Cost $58.18 Unrealized +117.1%
KBH KB HOME 0.1%
Value ($000) $447 Shares 10,980 Est. Cost $26.44 Unrealized +61.7%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $444 Shares 3,400 Est. Cost $79.96 Unrealized +20.4%
AVGO BROADCOM INC 0.1%
Value ($000) $443 Shares 930 Est. Cost $41.65 Unrealized +1.0%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $426 Shares 9,290 Est. Cost $33.89 Unrealized +14.5%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $425 Shares 1,335 Est. Cost $255.03 Unrealized +10.9%
XYL XYLEM INC 0.1%
Value ($000) $399 Shares 3,322 Est. Cost $89.94 Unrealized +20.2%
CVS CVS HEALTH CORP 0.1%
Value ($000) $396 Shares 4,750 Est. Cost $57.21 Unrealized +23.2%
NEM NEWMONT CORP 0.1%
Value ($000) $394 Shares 6,215 Est. Cost $18.17 Unrealized +218.8%
SLYV SPDR SER TR 0.1%
Value ($000) $390 Shares 4,550 Est. Cost $70.04 Unrealized
LYB LYONDELLBASELL INDUSTRIES 0.1%
Value ($000) $387 Shares 3,760 Est. Cost $70.80 Unrealized +10.1%
EXC EXELON CORP 0.1%
Value ($000) $377 Shares 8,500 Est. Cost $24.93 Unrealized +9.8%
HPE HEWLETT PACKARD ENTERPRISE 0.1%
Value ($000) $376 Shares 25,800 Est. Cost $11.98 Unrealized +14.8%
TRIP TRIPADVISOR INC 0.1%
Value ($000) $373 Shares 9,264 Est. Cost $42.90 Unrealized +5.3%
KLAC KLA CORP 0.1%
Value ($000) $366 Shares 1,128 Est. Cost $155.73 Unrealized +95.8%
INTC INTEL CORP 0.1%
Value ($000) $365 Shares 6,500 Est. Cost $19.58 Unrealized +173.6%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $363 Shares 1,665 Est. Cost $166.65 Unrealized +39.8%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $352 Shares 1,554 Est. Cost $137.71 Unrealized
PUK PRUDENTIAL PLC 0.1%
Value ($000) $337 Shares 8,851 Est. Cost $31.90 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $335 Shares 780 Est. Cost $429.49 Unrealized
T A T & T INC 0.1%
Value ($000) $334 Shares 11,616 Est. Cost $18.33 Unrealized -7.3%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $329 Shares 8,346 Est. Cost $36.61 Unrealized
SCHE SCHWAB STRATEGIC TR 0.1%
Value ($000) $323 Shares 9,813 Est. Cost $31.08 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $322 Shares 402 Est. Cost $11.66 Unrealized +37.1%
LOW LOWES COS INC 0.1%
Value ($000) $305 Shares 1,571 Est. Cost $140.18 Unrealized +28.1%
SJM SMUCKER J M CO 0.1%
Value ($000) $304 Shares 2,347 Est. Cost $70.84 Unrealized +60.7%
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $301 Shares 7,800 Est. Cost $35.72 Unrealized
LYV LIVE NATION ENTERTAINMENT INC 0.1%
Value ($000) $297 Shares 3,390 Est. Cost $80.50 Unrealized +6.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $287 Shares 4,720 Est. Cost $41.39 Unrealized +14.0%
WMT WALMART INC 0.1%
Value ($000) $285 Shares 2,022 Est. Cost $31.94 Unrealized +37.1%
CAT CATERPILLAR INC 0.1%
Value ($000) $283 Shares 1,300 Est. Cost $153.98 Unrealized +37.6%
TKR TIMKEN CO 0.1%
Value ($000) $281 Shares 3,485 Est. Cost $68.10 Unrealized +24.3%
OSK OSHKOSH CORP 0.1%
Value ($000) $277 Shares 2,220 Est. Cost $116.79 Unrealized 0.0%
KEY KEYCORP 0.1%
Value ($000) $277 Shares 13,400 Est. Cost $13.46 Unrealized +28.4%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $268 Shares 2,300 Est. Cost $70.11 Unrealized +46.5%
ETN EATON CORP PLC 0.1%
Value ($000) $259 Shares 1,750 Est. Cost $118.94 Unrealized +12.6%
CTVA CORTEVA INC 0.1%
Value ($000) $256 Shares 5,762 Est. Cost $33.91 Unrealized +29.5%
BMI BADGER METER INC 0.1%
Value ($000) $254 Shares 2,585 Est. Cost $76.86 Unrealized +18.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $253 Shares 592 Est. Cost $374.95 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $248 Shares 4,501 Est. Cost $51.34 Unrealized +12.0%
BP BP PLC 0.1%
Value ($000) $235 Shares 8,900 Est. Cost $24.38 Unrealized
DHR DANAHER CORPORATION 0.1%
Value ($000) $225 Shares 840 Est. Cost $217.14 Unrealized 0.0%
IWF ISHARES TR 0.0%
Value ($000) $217 Shares 798 Est. Cost $271.93 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $217 Shares 2,794 Est. Cost $58.98 Unrealized +8.7%
NVS NOVARTIS AG 0.0%
Value ($000) $216 Shares 2,362 Est. Cost $91.45 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $212 Shares 1,492 Est. Cost $128.83 Unrealized 0.0%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $209 Shares 2,670 Est. Cost $78.28 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $203 Shares 2,360 Est. Cost $70.57 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $203 Shares 3,553 Est. Cost $49.06 Unrealized 0.0%
SUNDIAL GROWERS INC 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $0.90 Unrealized