MARIETTA INVESTMENT PARTNERS LLC Diversified Active

CIK: 0001114702 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $437,645 (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC 7.4%
Value ($000) $32,377 Shares 185,427 Est. Cost $83.10 Unrealized +98.4%
MSFT MICROSOFT CORP 4.3%
Value ($000) $18,892 Shares 61,276 Est. Cost $71.79 Unrealized +305.9%
TMO THERMO FISHER SCIENTIFIC INC 3.0%
Value ($000) $13,347 Shares 22,597 Est. Cost $200.33 Unrealized +183.6%
FCX FREEPORT-MCMORAN INC 3.0%
Value ($000) $13,227 Shares 265,916 Est. Cost $20.96 Unrealized +99.7%
AA ALCOA CORP 2.8%
Value ($000) $12,356 Shares 137,246 Est. Cost $60.19 Unrealized +15.5%
GNRC GENERAC HLDGS INC 2.8%
Value ($000) $12,253 Shares 41,221 Est. Cost $124.46 Unrealized +141.0%
HDB HDFC BANK LTD 2.7%
Value ($000) $11,990 Shares 195,502 Est. Cost $53.16 Unrealized
NVDA NVIDIA CORPORATION 2.4%
Value ($000) $10,626 Shares 38,943 Est. Cost $20.94 Unrealized +19.5%
GOOGL ALPHABET INC 2.4%
Value ($000) $10,533 Shares 3,787 Est. Cost $116.65 Unrealized +15.6%
MSCI MSCI INC 2.2%
Value ($000) $9,621 Shares 19,131 Est. Cost $250.64 Unrealized +98.1%
ULTA ULTA BEAUTY INC. 2.0%
Value ($000) $8,755 Shares 21,985 Est. Cost $268.63 Unrealized +40.1%
EW EDWARDS LIFESCIENCES CORP 2.0%
Value ($000) $8,736 Shares 74,210 Est. Cost $57.41 Unrealized +95.4%
POOL POOL CORP 1.8%
Value ($000) $7,912 Shares 18,710 Est. Cost $310.49 Unrealized +42.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $7,760 Shares 21,988 Est. Cost $110.02 Unrealized +194.0%
MA MASTERCARD INCORPORATED 1.7%
Value ($000) $7,421 Shares 20,765 Est. Cost $130.91 Unrealized +168.6%
FANG DIAMONDBACK ENERGY INC 1.7%
Value ($000) $7,376 Shares 53,805 Est. Cost $63.37 Unrealized +69.8%
NVO NOVO-NORDISK A S 1.6%
Value ($000) $7,014 Shares 63,157 Est. Cost $66.75 Unrealized
URI UNITED RENTALS INC 1.5%
Value ($000) $6,745 Shares 18,988 Est. Cost $279.56 Unrealized +13.1%
IDXX IDEXX LABS INC 1.5%
Value ($000) $6,639 Shares 12,136 Est. Cost $369.71 Unrealized +42.3%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value ($000) $6,351 Shares 58,084 Est. Cost $102.49 Unrealized +16.5%
WST WEST PHARMACEUTICAL SVSC INC 1.4%
Value ($000) $6,273 Shares 15,274 Est. Cost $417.24 Unrealized -7.1%
CNQ CANADIAN NAT RES LTD 1.4%
Value ($000) $6,269 Shares 101,150 Est. Cost $22.24 Unrealized 0.0%
ASML ASML HOLDING N V 1.4%
Value ($000) $6,188 Shares 9,265 Est. Cost $548.32 Unrealized
TSCO TRACTOR SUPPLY CO 1.2%
Value ($000) $5,378 Shares 23,044 Est. Cost $34.18 Unrealized +20.8%
AME AMETEK INC 1.1%
Value ($000) $5,027 Shares 37,747 Est. Cost $77.97 Unrealized +67.9%
DHR DANAHER CORPORATION 1.1%
Value ($000) $4,771 Shares 16,264 Est. Cost $264.32 Unrealized -7.0%
LULU LULULEMON ATHLETICA INC 1.1%
Value ($000) $4,723 Shares 12,932 Est. Cost $219.44 Unrealized +48.3%
FRCB FIRST REP BK SAN FRANCISCO C 1.1%
Value ($000) $4,711 Shares 29,060 Est. Cost $102.16 Unrealized +69.4%
RF REGIONS FINANCIAL CORP NEW 1.1%
Value ($000) $4,618 Shares 207,476 Est. Cost $15.74 Unrealized +26.4%
AMZN AMAZON COM INC 1.0%
Value ($000) $4,570 Shares 1,402 Est. Cost $126.10 Unrealized +22.5%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $4,522 Shares 54,756 Est. Cost $50.03 Unrealized +35.7%
ABBV ABBVIE INC 1.0%
Value ($000) $4,457 Shares 27,493 Est. Cost $38.60 Unrealized +227.5%
PEP PEPSICO INC 1.0%
Value ($000) $4,452 Shares 26,600 Est. Cost $62.87 Unrealized +136.1%
SVB FINANCIAL GROUP 1.0%
Value ($000) $4,439 Shares 7,934 Est. Cost $653.39 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 1.0%
Value ($000) $4,293 Shares 14,628 Est. Cost $259.97 Unrealized
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $4,272 Shares 27,956 Est. Cost $59.34 Unrealized +139.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $4,131 Shares 39,623 Est. Cost $104.35 Unrealized
PH PARKER-HANNIFIN CORP 0.8%
Value ($000) $3,593 Shares 12,662 Est. Cost $239.58 Unrealized +19.5%
DHI D R HORTON INC 0.7%
Value ($000) $3,266 Shares 43,829 Est. Cost $92.20 Unrealized -9.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.7%
Value ($000) $3,223 Shares 20,404 Est. Cost $65.03 Unrealized +156.1%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $3,215 Shares 23,581 Est. Cost $106.66 Unrealized +25.3%
AOS SMITH A O CORP 0.7%
Value ($000) $2,918 Shares 45,667 Est. Cost $30.18 Unrealized +124.7%
FAST FASTENAL CO 0.6%
Value ($000) $2,843 Shares 47,858 Est. Cost $11.39 Unrealized +123.1%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $2,660 Shares 21,596 Est. Cost $74.70 Unrealized +52.6%
FISV FISERV INC 0.6%
Value ($000) $2,593 Shares 25,570 Est. Cost $48.04 Unrealized +110.7%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,521 Shares 15,481 Est. Cost $79.47 Unrealized +54.5%
ABT ABBOTT LABORATORIES 0.6%
Value ($000) $2,477 Shares 20,926 Est. Cost $30.84 Unrealized +274.0%
UNP UNION PAC CORP 0.6%
Value ($000) $2,425 Shares 8,877 Est. Cost $104.18 Unrealized +121.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.5%
Value ($000) $2,269 Shares 4,980 Est. Cost $263.63 Unrealized +82.5%
SEDG SOLAREDGE TECHNOLOGIES INC 0.5%
Value ($000) $2,265 Shares 7,025 Est. Cost $156.33 Unrealized +75.7%
DIS DISNEY WALT CO 0.5%
Value ($000) $2,253 Shares 16,423 Est. Cost $156.85 Unrealized -10.0%
ZTS ZOETIS INC 0.5%
Value ($000) $2,187 Shares 11,597 Est. Cost $87.70 Unrealized +117.0%
SNA SNAP ON INC 0.5%
Value ($000) $2,137 Shares 10,398 Est. Cost $66.38 Unrealized +186.9%
HD HOME DEPOT INC 0.5%
Value ($000) $2,048 Shares 6,841 Est. Cost $117.86 Unrealized +166.4%
UBS UBS GROUP AG SHS 0.5%
Value ($000) $2,024 Shares 103,600 Est. Cost $15.97 Unrealized +18.5%
HON HONEYWELL INTL INC 0.5%
Value ($000) $1,973 Shares 10,140 Est. Cost $95.97 Unrealized +77.5%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $1,744 Shares 11,421 Est. Cost $113.41 Unrealized +37.3%
LAM RESEARCH CORP 0.4%
Value ($000) $1,717 Shares 3,193 Est. Cost $235.95 Unrealized
MMM 3M CO 0.4%
Value ($000) $1,634 Shares 10,976 Est. Cost $61.45 Unrealized +86.5%
SONY SONY GROUP CORPORATION 0.4%
Value ($000) $1,629 Shares 15,857 Est. Cost $50.78 Unrealized
D DOMINION ENERGY INC 0.4%
Value ($000) $1,605 Shares 18,884 Est. Cost $34.53 Unrealized +93.8%
GOOG ALPHABET INC 0.3%
Value ($000) $1,525 Shares 546 Est. Cost $69.02 Unrealized +95.5%
ZBRA ZEBRA TECHNOLOGIES CORPORATION 0.3%
Value ($000) $1,525 Shares 3,687 Est. Cost $178.89 Unrealized +156.8%
TGT TARGET CORP 0.3%
Value ($000) $1,415 Shares 6,669 Est. Cost $143.74 Unrealized +33.1%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $1,411 Shares 14,136 Est. Cost $41.32 Unrealized +100.0%
MTZ MASTEC INC 0.3%
Value ($000) $1,394 Shares 16,009 Est. Cost $101.72 Unrealized -14.1%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,338 Shares 13,460 Est. Cost $59.64 Unrealized +59.5%
PPG PPG INDS INC 0.3%
Value ($000) $1,327 Shares 10,128 Est. Cost $77.00 Unrealized +73.8%
RACE FERRARI N V 0.3%
Value ($000) $1,307 Shares 5,994 Est. Cost $135.79 Unrealized +64.4%
MELI MERCADOLIBRE INC 0.3%
Value ($000) $1,283 Shares 1,079 Est. Cost $1195.13 Unrealized -8.9%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1,280 Shares 11,230 Est. Cost $52.55 Unrealized +87.4%
DVY ISHARES TR 0.3%
Value ($000) $1,239 Shares 9,670 Est. Cost $69.61 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,174 Shares 9,026 Est. Cost $105.22 Unrealized +6.5%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,167 Shares 13,775 Est. Cost $63.97 Unrealized +12.7%
MIDD MIDDLEBY CORP 0.3%
Value ($000) $1,162 Shares 7,086 Est. Cost $157.89 Unrealized +15.0%
ATLASSIAN CORP PLC 0.3%
Value ($000) $1,156 Shares 3,934 Est. Cost $194.80 Unrealized
JCI JOHNSON CTLS INTL PLC 0.3%
Value ($000) $1,129 Shares 17,222 Est. Cost $37.08 Unrealized +71.6%
NICE NICE LTD 0.3%
Value ($000) $1,124 Shares 5,131 Est. Cost $139.01 Unrealized
LLY LILLY ELI & CO 0.3%
Value ($000) $1,120 Shares 3,910 Est. Cost $100.96 Unrealized +146.1%
TPR TAPESTRY INC 0.3%
Value ($000) $1,103 Shares 29,680 Est. Cost $32.95 Unrealized +4.2%
GLOB GLOBANT S A 0.2%
Value ($000) $1,090 Shares 4,160 Est. Cost $114.28 Unrealized +122.0%
CI CIGNA CORP NEW 0.2%
Value ($000) $1,059 Shares 4,420 Est. Cost $190.77 Unrealized +14.5%
TRITON INTL LTD 0.2%
Value ($000) $1,036 Shares 14,766 Est. Cost $50.89 Unrealized
ABBNY ABB LTD 0.2%
Value ($000) $1,035 Shares 32,017 Est. Cost $23.67 Unrealized
CANADIAN PAC RY LTD 0.2%
Value ($000) $1,005 Shares 12,175 Est. Cost $107.19 Unrealized
MAS MASCO CORP 0.2%
Value ($000) $991 Shares 19,430 Est. Cost $41.95 Unrealized +31.5%
AZN ASTRAZENECA PLC 0.2%
Value ($000) $967 Shares 14,576 Est. Cost $54.58 Unrealized
EQT EQT CORP 0.2%
Value ($000) $962 Shares 27,951 Est. Cost $22.99 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $937 Shares 9,335 Est. Cost $34.36 Unrealized +176.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $935 Shares 10,278 Est. Cost $46.32 Unrealized +85.5%
MP MP MATERIALS CORP 0.2%
Value ($000) $929 Shares 16,202 Est. Cost $44.01 Unrealized 0.0%
CNH CNH INDL N V 0.2%
Value ($000) $920 Shares 58,002 Est. Cost $12.82 Unrealized +9.0%
MAN MANPOWERGROUP INC WIS 0.2%
Value ($000) $909 Shares 9,676 Est. Cost $58.25 Unrealized +74.9%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $901 Shares 3,611 Est. Cost $249.87 Unrealized +6.7%
SHEL SHELL PLC 0.2%
Value ($000) $897 Shares 16,323 Est. Cost $54.95 Unrealized
PRU RUDENTIAL FINL INC 0.2%
Value ($000) $851 Shares 7,200 Est. Cost $44.25 Unrealized +112.7%
TER TERADYNE INC 0.2%
Value ($000) $843 Shares 7,130 Est. Cost $138.21 Unrealized -9.9%
STE STERIS PLC 0.2%
Value ($000) $830 Shares 3,433 Est. Cost $144.49 Unrealized +54.9%
KO COCA COLA CO 0.2%
Value ($000) $807 Shares 13,022 Est. Cost $34.97 Unrealized +54.6%
LINDE PLC 0.2%
Value ($000) $779 Shares 2,438 Est. Cost $289.02 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $762 Shares 14,710 Est. Cost $26.34 Unrealized +61.3%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $752 Shares 10,300 Est. Cost $29.41 Unrealized +93.2%
GIS GENERAL MLS INC 0.2%
Value ($000) $751 Shares 11,090 Est. Cost $40.24 Unrealized +46.1%
TX TERNIUM SA 0.2%
Value ($000) $732 Shares 16,041 Est. Cost $38.54 Unrealized
WNS HLDGS LTD 0.2%
Value ($000) $714 Shares 8,348 Est. Cost $52.37 Unrealized
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $709 Shares 11,983 Est. Cost $44.56 Unrealized 0.0%
ABNB AIRBNB INC 0.2%
Value ($000) $696 Shares 4,054 Est. Cost $176.65 Unrealized -9.8%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $688 Shares 2,456 Est. Cost $92.91 Unrealized +188.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $671 Shares 12,458 Est. Cost $67.39 Unrealized
WHR WHIRLPOOL CORP 0.2%
Value ($000) $671 Shares 3,882 Est. Cost $195.06 Unrealized +3.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $664 Shares 13,026 Est. Cost $34.63 Unrealized +19.9%
ACN ACCENTURE PLC IRELAND 0.2%
Value ($000) $659 Shares 1,954 Est. Cost $305.51 Unrealized +4.3%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $639 Shares 14,678 Est. Cost $40.32 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $628 Shares 7,400 Est. Cost $61.44 Unrealized +14.2%
ICLR ICON PLC 0.1%
Value ($000) $619 Shares 2,543 Est. Cost $136.21 Unrealized +84.0%
CPA COPA HOLDINGS SA 0.1%
Value ($000) $602 Shares 7,201 Est. Cost $58.48 Unrealized +19.6%
AVGO BROADCOM INC 0.1%
Value ($000) $589 Shares 936 Est. Cost $41.72 Unrealized +32.0%
WFC WELLS FARGO CO 0.1%
Value ($000) $567 Shares 11,700 Est. Cost $23.98 Unrealized +102.2%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $556 Shares 7,562 Est. Cost $27.28 Unrealized +10.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $551 Shares 3,108 Est. Cost $118.71 Unrealized +27.9%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $551 Shares 5,520 Est. Cost $65.18 Unrealized +21.5%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $550 Shares 3,000 Est. Cost $53.06 Unrealized +196.4%
RIO RIO TINTO PLC 0.1%
Value ($000) $547 Shares 6,798 Est. Cost $77.88 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $527 Shares 4,722 Est. Cost $61.18 Unrealized +45.8%
MPT MEDICAL PPTYS TRUST INC 0.1%
Value ($000) $524 Shares 24,800 Est. Cost $18.04 Unrealized
YUM YUM BRANDS INC 0.1%
Value ($000) $524 Shares 4,423 Est. Cost $38.97 Unrealized +193.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $524 Shares 2,800 Est. Cost $66.97 Unrealized +156.5%
ETN EATON CORP PLC 0.1%
Value ($000) $523 Shares 3,446 Est. Cost $132.91 Unrealized +10.8%
SIG SIGNET JEWELERS LIMITED 0.1%
Value ($000) $515 Shares 7,078 Est. Cost $87.35 Unrealized -12.9%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $509 Shares 4,402 Est. Cost $90.44 Unrealized +46.8%
DOW DOW INC 0.1%
Value ($000) $482 Shares 7,562 Est. Cost $36.53 Unrealized +32.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $481 Shares 4,750 Est. Cost $57.21 Unrealized +60.8%
COP CONOCOPHILLIPS 0.1%
Value ($000) $472 Shares 4,720 Est. Cost $41.39 Unrealized +92.4%
USB US BANCORP DEL 0.1%
Value ($000) $472 Shares 8,877 Est. Cost $27.00 Unrealized +77.1%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $447 Shares 3,400 Est. Cost $79.96 Unrealized +43.1%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $416 Shares 9,170 Est. Cost $33.89 Unrealized +27.8%
NEM NEWMONT CORP 0.1%
Value ($000) $414 Shares 5,215 Est. Cost $18.17 Unrealized +230.4%
KLAC KLA CORP 0.1%
Value ($000) $408 Shares 1,115 Est. Cost $155.73 Unrealized +130.5%
EXC EXELON CORP 0.1%
Value ($000) $405 Shares 8,500 Est. Cost $24.93 Unrealized +47.8%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $403 Shares 3,056 Est. Cost $130.53 Unrealized +1.8%
ADSK AUTODESK INC 0.1%
Value ($000) $399 Shares 1,860 Est. Cost $189.52 Unrealized +21.5%
JD JD.COM INC 0.1%
Value ($000) $395 Shares 6,832 Est. Cost $64.93 Unrealized
RGEN REPLIGEN CORP 0.1%
Value ($000) $394 Shares 2,096 Est. Cost $256.54 Unrealized -26.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $394 Shares 3,000 Est. Cost $58.18 Unrealized +104.3%
LOW LOWES COS INC 0.1%
Value ($000) $390 Shares 1,928 Est. Cost $153.76 Unrealized +38.8%
MGA MAGNA INTL INC 0.1%
Value ($000) $372 Shares 5,788 Est. Cost $81.78 Unrealized -21.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $370 Shares 2,895 Est. Cost $80.56 Unrealized +44.6%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $354 Shares 1,300 Est. Cost $261.82 Unrealized +7.8%
IVV ISHARES TR 0.1%
Value ($000) $354 Shares 780 Est. Cost $429.49 Unrealized
NPK NATIONAL PRESTO INDS INC 0.1%
Value ($000) $341 Shares 4,425 Est. Cost $76.01 Unrealized +6.8%
CTVA CORTEVA INC 0.1%
Value ($000) $331 Shares 5,762 Est. Cost $33.91 Unrealized +44.4%
META META PLATFORMS INC 0.1%
Value ($000) $326 Shares 1,468 Est. Cost $206.63 Unrealized +20.1%
INTC INTEL CORP 0.1%
Value ($000) $322 Shares 6,500 Est. Cost $19.58 Unrealized +135.9%
SJM SMUCKER J M CO 0.1%
Value ($000) $318 Shares 2,347 Est. Cost $70.84 Unrealized +68.7%
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $313 Shares 2,300 Est. Cost $70.11 Unrealized +58.5%
HSY HERSHEY CO 0.1%
Value ($000) $306 Shares 1,412 Est. Cost $184.39 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $305 Shares 6,600 Est. Cost $41.02 Unrealized -5.8%
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $302 Shares 3,985 Est. Cost $75.78 Unrealized
KEY KEYCORP 0.1%
Value ($000) $300 Shares 13,400 Est. Cost $13.46 Unrealized +50.9%
CAT CATERPILLAR INC 0.1%
Value ($000) $290 Shares 1,300 Est. Cost $153.98 Unrealized +26.9%
LYV LIVE NATION ENTERTAINMENT INC 0.1%
Value ($000) $276 Shares 2,350 Est. Cost $80.50 Unrealized +41.8%
KSS KOHLS CORP 0.1%
Value ($000) $272 Shares 4,500 Est. Cost $51.34 Unrealized +10.0%
XYL XYLEM INC 0.1%
Value ($000) $270 Shares 3,164 Est. Cost $91.62 Unrealized -0.3%
WMT WALMART INC 0.1%
Value ($000) $270 Shares 1,810 Est. Cost $31.94 Unrealized +39.6%
SLYV SPDR SER TR 0.1%
Value ($000) $262 Shares 3,149 Est. Cost $70.04 Unrealized
BMI BADGER METER INC 0.1%
Value ($000) $258 Shares 2,585 Est. Cost $76.86 Unrealized +23.8%
MRK MERCK & CO INC 0.1%
Value ($000) $246 Shares 2,994 Est. Cost $59.46 Unrealized +17.5%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $240 Shares 5,786 Est. Cost $46.74 Unrealized +0.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $237 Shares 14,200 Est. Cost $11.98 Unrealized +24.9%
F FORD MTR CO DEL 0.1%
Value ($000) $237 Shares 14,000 Est. Cost $14.08 Unrealized +3.3%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $234 Shares 517 Est. Cost $376.61 Unrealized
DE DEERE & CO 0.1%
Value ($000) $233 Shares 560 Est. Cost $363.01 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $225 Shares 990 Est. Cost $186.36 Unrealized 0.0%
KBH KB HOME 0.1%
Value ($000) $225 Shares 6,950 Est. Cost $26.44 Unrealized +39.6%
IWF ISHARES TR 0.1%
Value ($000) $219 Shares 788 Est. Cost $271.93 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $212 Shares 4,200 Est. Cost $47.86 Unrealized
BLACKROCK INC 0.0%
Value ($000) $212 Shares 278 Est. Cost $917.27 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $209 Shares 479 Est. Cost $646.96 Unrealized -24.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $208 Shares 1,500 Est. Cost $114.28 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $204 Shares 2,360 Est. Cost $72.84 Unrealized 0.0%