LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Diversified Active

CIK: 0000932974 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 14, 2021

Total Value ($000): $9,039,298 (100.0% shares, 0.0% debt)

Holdings (298)

MA MASTERCARD INC 6.9%
Value ($000) $621,931 Shares 1,746,750 Est. Cost $71.03 Unrealized +378.1%
MSFT MICROSOFT CORP 5.6%
Value ($000) $502,760 Shares 2,132,417 Est. Cost $50.92 Unrealized +337.7%
DHR DANAHER CORP SHS BEN INT 4.5%
Value ($000) $405,897 Shares 1,803,345 Est. Cost $35.95 Unrealized +452.7%
INTU INTUIT 4.4%
Value ($000) $394,984 Shares 1,031,129 Est. Cost $61.98 Unrealized +503.0%
FISV FISERV INC 4.0%
Value ($000) $365,047 Shares 3,066,586 Est. Cost $53.43 Unrealized +114.8%
AMT AMERICAN TOWER CORP 4.0%
Value ($000) $363,118 Shares 1,518,940 Est. Cost $81.18 Unrealized +136.9%
SYK STRYKER CORP 3.6%
Value ($000) $326,467 Shares 1,340,284 Est. Cost $64.18 Unrealized +254.9%
GOOGL ALPHABET INC 3.4%
Value ($000) $303,127 Shares 146,969 Est. Cost $42.12 Unrealized +132.5%
PAYC PAYCOM SOFTWARE INC 3.1%
Value ($000) $284,525 Shares 768,860 Est. Cost $61.33 Unrealized +529.9%
AMZN AMAZON.COM 3.0%
Value ($000) $273,683 Shares 88,454 Est. Cost $83.23 Unrealized +90.4%
ADBE ADOBE SYSTEMS INC 2.9%
Value ($000) $257,836 Shares 542,389 Est. Cost $270.50 Unrealized +72.8%
TJX TJX COMPANIES INC 2.7%
Value ($000) $239,782 Shares 3,624,827 Est. Cost $33.25 Unrealized +87.3%
AAPL APPLE INC 2.6%
Value ($000) $232,424 Shares 1,902,774 Est. Cost $84.17 Unrealized +48.6%
ABT ABBOTT LABORATORIES 2.4%
Value ($000) $216,320 Shares 1,805,071 Est. Cost $30.62 Unrealized +254.8%
NXPI NXP SEMICONDUCTORS 2.3%
Value ($000) $205,681 Shares 1,021,559 Est. Cost $79.80 Unrealized +109.9%
CNI CANADIAN NATIONAL RAILWAY 1.9%
Value ($000) $170,678 Shares 1,471,618 Est. Cost $42.45 Unrealized +138.1%
ADP AUTOMATIC DATA PROCESSING 1.8%
Value ($000) $161,623 Shares 857,549 Est. Cost $49.38 Unrealized +217.2%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $157,109 Shares 344,250 Est. Cost $262.46 Unrealized +79.5%
CHD CHURCH & DWIGHT CO 1.7%
Value ($000) $152,146 Shares 1,741,797 Est. Cost $34.73 Unrealized +126.8%
PYPL PAYPAL HOLDINGS INC 1.7%
Value ($000) $151,658 Shares 624,519 Est. Cost $190.81 Unrealized +32.0%
SBUX STARBUCKS CORP 1.7%
Value ($000) $151,474 Shares 1,386,235 Est. Cost $37.05 Unrealized +153.7%
DIS WALT DISNEY PRODUCTIONS 1.6%
Value ($000) $149,022 Shares 807,620 Est. Cost $101.04 Unrealized +78.3%
NOW SERVICENOW INC 1.6%
Value ($000) $148,135 Shares 296,204 Est. Cost $91.29 Unrealized +15.6%
BDX BECTON DICKINSON 1.6%
Value ($000) $140,836 Shares 579,213 Est. Cost $201.06 Unrealized +12.2%
CRM SALESFORCE.COM 1.6%
Value ($000) $140,753 Shares 664,335 Est. Cost $151.37 Unrealized +45.3%
V VISA INC 1.5%
Value ($000) $138,068 Shares 652,094 Est. Cost $65.49 Unrealized +210.3%
NKE NIKE INC CLASS B 1.4%
Value ($000) $125,476 Shares 944,205 Est. Cost $47.47 Unrealized +172.9%
META FACEBOOK INC 1.4%
Value ($000) $125,356 Shares 425,614 Est. Cost $158.27 Unrealized +68.9%
TTD TRADE DESK INC 1.2%
Value ($000) $107,460 Shares 164,902 Est. Cost $22.65 Unrealized +241.1%
EOG EOG RESOURCES 1.2%
Value ($000) $105,717 Shares 1,457,557 Est. Cost $60.77 Unrealized -17.0%
ROP ROPER INDUSTRIES INC 1.1%
Value ($000) $98,646 Shares 244,572 Est. Cost $309.78 Unrealized +25.8%
WEX WEX INC 1.0%
Value ($000) $93,165 Shares 445,298 Est. Cost $103.52 Unrealized +103.9%
HDB HDFC BANK LTD-ADR 1.0%
Value ($000) $86,627 Shares 1,115,032 Est. Cost $69.04 Unrealized
ECL ECOLAB INC 0.9%
Value ($000) $84,149 Shares 393,091 Est. Cost $82.07 Unrealized +145.6%
HD HOME DEPOT INC 0.9%
Value ($000) $81,929 Shares 268,400 Est. Cost $120.74 Unrealized +102.4%
EW EDWARDS LIFESCIENCE CORP 0.9%
Value ($000) $81,862 Shares 978,741 Est. Cost $72.97 Unrealized +15.9%
IDXX IDEXX LABS 0.8%
Value ($000) $73,253 Shares 149,706 Est. Cost $86.17 Unrealized +481.4%
COST COSTCO WHOLESALE CORP NEW 0.7%
Value ($000) $66,164 Shares 187,709 Est. Cost $316.19 Unrealized +4.3%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $64,588 Shares 476,910 Est. Cost $63.41 Unrealized +82.4%
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $62,408 Shares 379,721 Est. Cost $59.66 Unrealized +136.0%
UNILEVER PLC SPONSORED ADR 0.7%
Value ($000) $61,846 Shares 1,107,764 Est. Cost $40.77 Unrealized
LOW LOWES COMPANIES 0.6%
Value ($000) $51,951 Shares 273,168 Est. Cost $71.15 Unrealized +120.6%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $49,605 Shares 256,834 Est. Cost $146.98 Unrealized +27.7%
UNP UNION PACIFIC 0.5%
Value ($000) $47,959 Shares 217,594 Est. Cost $74.61 Unrealized +152.1%
BRK/B BERKSHIRE HATHAWAY INC 0.5%
Value ($000) $45,130 Shares 176,655 Est. Cost $115.05 Unrealized +111.1%
PM PHILIP MORRIS INTERNATIONAL 0.5%
Value ($000) $41,803 Shares 471,065 Est. Cost $52.48 Unrealized +27.3%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.4%
Value ($000) $37,340 Shares 243,891 Est. Cost $101.37 Unrealized +34.2%
ACN ACCENTURE PLC 0.4%
Value ($000) $36,361 Shares 131,623 Est. Cost $66.65 Unrealized +262.1%
QCOM QUALCOMM INC 0.4%
Value ($000) $36,160 Shares 272,723 Est. Cost $50.64 Unrealized +156.2%
ALGN ALIGN TECHNOLOGY INC 0.4%
Value ($000) $35,751 Shares 66,019 Est. Cost $37.35 Unrealized +1380.0%
PEP PEPSICO INC 0.4%
Value ($000) $33,602 Shares 237,557 Est. Cost $63.74 Unrealized +85.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $29,861 Shares 133,226 Est. Cost $73.09 Unrealized +161.7%
MRK MERCK & CO INC 0.3%
Value ($000) $28,396 Shares 368,343 Est. Cost $55.90 Unrealized +12.8%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $26,077 Shares 467,085 Est. Cost $54.09 Unrealized -19.9%
GOOG ALPHABET INC 0.3%
Value ($000) $23,175 Shares 11,203 Est. Cost $35.61 Unrealized +176.5%
ADI ANALOG DEVICES CORP 0.3%
Value ($000) $22,694 Shares 146,337 Est. Cost $76.27 Unrealized +85.0%
AMGN AMGEN INC 0.2%
Value ($000) $20,978 Shares 84,313 Est. Cost $132.60 Unrealized +54.4%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $20,591 Shares 261,202 Est. Cost $44.79 Unrealized +56.2%
ROST ROSS STORES INC 0.2%
Value ($000) $19,557 Shares 163,099 Est. Cost $39.43 Unrealized +184.6%
JKHY JACK HENRY & ASSOCIATES INC 0.2%
Value ($000) $19,556 Shares 128,894 Est. Cost $68.53 Unrealized +109.4%
CBT CABOT CORP 0.2%
Value ($000) $18,214 Shares 347,329 Est. Cost $28.57 Unrealized +55.4%
MSCI MSCI INC 0.2%
Value ($000) $15,015 Shares 35,810 Est. Cost $168.02 Unrealized +137.8%
ORLY O'REILLY AUTOMOTIVE INC 0.1%
Value ($000) $12,479 Shares 24,601 Est. Cost $27.79 Unrealized +11.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $10,811 Shares 139,906 Est. Cost $54.61 Unrealized +19.5%
VEEV VEEVA SYSTEMS INC 0.1%
Value ($000) $10,773 Shares 41,239 Est. Cost $95.77 Unrealized +190.9%
ITW ILLINOIS TOOL WORKS 0.1%
Value ($000) $10,162 Shares 45,872 Est. Cost $56.80 Unrealized +225.7%
STT STATE STREET CORP 0.1%
Value ($000) $9,747 Shares 116,027 Est. Cost $55.15 Unrealized +19.8%
INTC INTEL CORP 0.1%
Value ($000) $9,440 Shares 147,496 Est. Cost $18.70 Unrealized +189.3%
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $8,973 Shares 44,285 Est. Cost $187.89 Unrealized -1.8%
EL ESTEE LAUDER COMPANIES 0.1%
Value ($000) $8,869 Shares 30,492 Est. Cost $133.86 Unrealized +90.5%
DISCOVERY 0.1%
Value ($000) $8,350 Shares 192,126 Est. Cost $61.40 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $8,022 Shares 74,128 Est. Cost $31.65 Unrealized +180.9%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $7,730 Shares 27,476 Est. Cost $71.57 Unrealized +235.6%
JPM JP MORGAN CHASE & CO 0.1%
Value ($000) $7,076 Shares 46,484 Est. Cost $43.64 Unrealized +191.6%
CVX CHEVRON CORP 0.1%
Value ($000) $6,974 Shares 66,554 Est. Cost $71.94 Unrealized +10.6%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $6,665 Shares 30,705 Est. Cost $117.93 Unrealized +49.8%
KO COCA-COLA CO 0.1%
Value ($000) $6,663 Shares 126,417 Est. Cost $28.73 Unrealized +51.0%
FTV FORTIVE CORP 0.1%
Value ($000) $6,436 Shares 91,110 Est. Cost $32.50 Unrealized +55.9%
TREX TREX COMPANY INC 0.1%
Value ($000) $6,254 Shares 68,324 Est. Cost $86.63 Unrealized +8.6%
ROK ROCKWELL AUTOMATION 0.1%
Value ($000) $5,961 Shares 22,456 Est. Cost $69.69 Unrealized +236.7%
MMM 3M COMPANY 0.1%
Value ($000) $5,467 Shares 28,374 Est. Cost $73.16 Unrealized +71.0%
ABIOMED INC 0.1%
Value ($000) $5,256 Shares 16,490 Est. Cost $224.69 Unrealized
CSCO CISCO SYSTEMS 0.1%
Value ($000) $5,207 Shares 100,697 Est. Cost $19.96 Unrealized +103.5%
WSO WATSCO INC 0.1%
Value ($000) $4,953 Shares 18,997 Est. Cost $149.91 Unrealized +64.5%
VTI VANGUARD 0.1%
Value ($000) $4,939 Shares 23,896 Est. Cost $149.63 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $4,937 Shares 14,466 Est. Cost $10.86 Unrealized +645.4%
REGN REGENERON PHAR 0.1%
Value ($000) $4,795 Shares 10,135 Est. Cost $485.02 Unrealized -0.2%
TSLA TESLA MOTORS INC 0.1%
Value ($000) $4,610 Shares 6,902 Est. Cost $97.48 Unrealized +157.5%
PAYX PAYCHEX INC 0.0%
Value ($000) $4,366 Shares 44,540 Est. Cost $25.41 Unrealized +216.4%
FRCB FIRST REPUBLIC BANK/CA 0.0%
Value ($000) $4,278 Shares 25,660 Est. Cost $55.96 Unrealized +185.8%
WMT WAL-MART STORES INC 0.0%
Value ($000) $4,221 Shares 31,079 Est. Cost $21.16 Unrealized +104.7%
AMCOR PLC 0.0%
Value ($000) $4,135 Shares 354,002 Est. Cost $8.33 Unrealized +11.9%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $4,082 Shares 9,616 Est. Cost $174.06 Unrealized +148.2%
ZTS ZOETIS INC 0.0%
Value ($000) $3,921 Shares 24,897 Est. Cost $98.39 Unrealized +54.2%
IVV ISHARES 0.0%
Value ($000) $3,832 Shares 9,633 Est. Cost $256.77 Unrealized
IWF ISHARES 0.0%
Value ($000) $3,806 Shares 15,658 Est. Cost $216.90 Unrealized
DE DEERE & CO 0.0%
Value ($000) $3,793 Shares 10,138 Est. Cost $68.04 Unrealized +351.9%
NVDA NVIDIA CORP 0.0%
Value ($000) $3,607 Shares 6,756 Est. Cost $5.16 Unrealized +160.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $3,447 Shares 12,837 Est. Cost $58.05 Unrealized +294.2%
MKC MCCORMICK & COMPANY 0.0%
Value ($000) $3,437 Shares 38,554 Est. Cost $61.53 Unrealized +30.4%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $3,314 Shares 10,719 Est. Cost $259.63 Unrealized +19.7%
SPY SPDR 0.0%
Value ($000) $3,193 Shares 8,056 Est. Cost $246.54 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $2,955 Shares 46,803 Est. Cost $42.60 Unrealized +19.8%
COP CONOCOPHILLIPS INC 0.0%
Value ($000) $2,951 Shares 55,702 Est. Cost $41.53 Unrealized -0.3%
PFE PFIZER 0.0%
Value ($000) $2,787 Shares 76,923 Est. Cost $22.29 Unrealized +25.8%
CMI CUMMINS INC 0.0%
Value ($000) $2,515 Shares 9,707 Est. Cost $83.64 Unrealized +165.3%
ILMN ILLUMINA INC 0.0%
Value ($000) $2,424 Shares 6,311 Est. Cost $238.70 Unrealized +70.8%
QQQ INVESCO 0.0%
Value ($000) $2,397 Shares 7,512 Est. Cost $184.24 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $2,373 Shares 24,978 Est. Cost $56.77 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $2,358 Shares 11,907 Est. Cost $55.41 Unrealized +194.5%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $2,314 Shares 6 Est. Cost $223583.10 Unrealized +64.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $2,295 Shares 8,202 Est. Cost $223.18 Unrealized +20.8%
MS MORGAN STANLEY 0.0%
Value ($000) $2,208 Shares 28,429 Est. Cost $45.31 Unrealized +44.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $2,193 Shares 2,968 Est. Cost $118.22 Unrealized +112.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,124 Shares 28,091 Est. Cost $59.43 Unrealized +15.8%
SYY SYSCO CORP 0.0%
Value ($000) $2,101 Shares 26,685 Est. Cost $24.80 Unrealized +174.5%
CMC MATERIALS INC 0.0%
Value ($000) $2,096 Shares 11,856 Est. Cost $151.26 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $1,986 Shares 36,702 Est. Cost $26.23 Unrealized +75.9%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,966 Shares 26,138 Est. Cost $56.03 Unrealized +11.2%
EVERBRIDGE INC 0.0%
Value ($000) $1,963 Shares 16,200 Est. Cost $41.13 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $1,896 Shares 3,635 Est. Cost $29.02 Unrealized +82.8%
ENB ENBRIDGE INC 0.0%
Value ($000) $1,854 Shares 50,929 Est. Cost $22.69 Unrealized +12.7%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $1,806 Shares 46,688 Est. Cost $17.07 Unrealized +79.5%
WFC WELLS FARGO & CO (NEW) 0.0%
Value ($000) $1,805 Shares 46,199 Est. Cost $31.83 Unrealized -0.7%
IVW ISHARES 0.0%
Value ($000) $1,745 Shares 26,804 Est. Cost $64.20 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1,739 Shares 31,670 Est. Cost $76.87 Unrealized
IWO ISHARES 0.0%
Value ($000) $1,726 Shares 5,740 Est. Cost $264.99 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $1,726 Shares 131,424 Est. Cost $18.07 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $1,684 Shares 24,419 Est. Cost $33.28 Unrealized +100.0%
VMI VALMONT INDUSTRIES INC 0.0%
Value ($000) $1,621 Shares 6,820 Est. Cost $146.58 Unrealized +51.3%
MDY SPDR 0.0%
Value ($000) $1,618 Shares 3,399 Est. Cost $319.43 Unrealized
VIG VANGUARD 0.0%
Value ($000) $1,603 Shares 10,900 Est. Cost $77.62 Unrealized
SE SEA LTD 0.0%
Value ($000) $1,600 Shares 7,164 Est. Cost $116.71 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $1,528 Shares 3,295 Est. Cost $32.27 Unrealized +29.0%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,518 Shares 24,754 Est. Cost $34.47 Unrealized +42.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $1,515 Shares 10,711 Est. Cost $70.35 Unrealized +76.8%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $1,514 Shares 9,571 Est. Cost $129.60 Unrealized +3.4%
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value ($000) $1,502 Shares 4,867 Est. Cost $106.67 Unrealized +183.2%
BA BOEING CO 0.0%
Value ($000) $1,489 Shares 5,844 Est. Cost $151.70 Unrealized +46.5%
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $1,480 Shares 9,012 Est. Cost $114.59 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $1,380 Shares 10,355 Est. Cost $115.07 Unrealized -14.8%
DOV DOVER CORP 0.0%
Value ($000) $1,374 Shares 10,018 Est. Cost $41.44 Unrealized +188.6%
IHS MARKIT LTD SHS 0.0%
Value ($000) $1,332 Shares 13,765 Est. Cost $41.01 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $1,330 Shares 15,564 Est. Cost $72.68 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $1,313 Shares 8,313 Est. Cost $119.13 Unrealized +26.1%
TKR TIMKEN CO 0.0%
Value ($000) $1,299 Shares 16,000 Est. Cost $39.61 Unrealized +101.5%
VWO VANGUARD 0.0%
Value ($000) $1,287 Shares 24,731 Est. Cost $46.35 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,247 Shares 3,534 Est. Cost $211.41 Unrealized +51.2%
MO ALTRIA GROUP INC 0.0%
Value ($000) $1,181 Shares 23,076 Est. Cost $22.24 Unrealized +36.8%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,140 Shares 3,064 Est. Cost $236.22 Unrealized +35.3%
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.0%
Value ($000) $1,134 Shares 59,990 Est. Cost $13.08 Unrealized +39.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,134 Shares 14,668 Est. Cost $27.10 Unrealized +7.3%
VZ VERIZON 0.0%
Value ($000) $1,084 Shares 18,646 Est. Cost $38.13 Unrealized +10.8%
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value ($000) $1,064 Shares 18,183 Est. Cost $32.02 Unrealized +55.5%
IWM ISHARES 0.0%
Value ($000) $1,062 Shares 4,806 Est. Cost $129.04 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $1,045 Shares 710 Est. Cost $631.87 Unrealized +168.5%
GILD GILEAD SCIENCES 0.0%
Value ($000) $1,030 Shares 15,937 Est. Cost $65.26 Unrealized -18.2%
GLAXOSMITHKLINE PLC ADR 0.0%
Value ($000) $979 Shares 27,421 Est. Cost $37.97 Unrealized
MTCH MATCH GROUP INC 0.0%
Value ($000) $969 Shares 7,056 Est. Cost $103.47 Unrealized +41.9%
KANSAS CITY SOUTHERN CORP 0.0%
Value ($000) $957 Shares 3,627 Est. Cost $95.50 Unrealized
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $951 Shares 7,805 Est. Cost $81.08 Unrealized +32.0%
IVE ISHARES 0.0%
Value ($000) $950 Shares 6,728 Est. Cost $130.75 Unrealized
DOW DOW INC 0.0%
Value ($000) $944 Shares 14,759 Est. Cost $36.38 Unrealized +25.9%
GLW CORNING INC 0.0%
Value ($000) $921 Shares 21,178 Est. Cost $12.11 Unrealized +177.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $909 Shares 390 Est. Cost $1945.39 Unrealized +12.3%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $904 Shares 23,047 Est. Cost $57.87 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $901 Shares 9,989 Est. Cost $48.55 Unrealized +60.3%
MTD METTLER TOLEDO INTL 0.0%
Value ($000) $867 Shares 750 Est. Cost $242.14 Unrealized +378.6%
RUN SUNRUN INC 0.0%
Value ($000) $864 Shares 14,290 Est. Cost $68.45 Unrealized +1.5%
NVO NOVO-NORDISK A/S ADR 0.0%
Value ($000) $819 Shares 12,148 Est. Cost $67.13 Unrealized
BABA ALIBABA GROUP 0.0%
Value ($000) $815 Shares 3,595 Est. Cost $154.78 Unrealized
IJR ISHARES 0.0%
Value ($000) $792 Shares 7,302 Est. Cost $80.03 Unrealized
CI CIGNA CORPORATION 0.0%
Value ($000) $789 Shares 3,262 Est. Cost $180.23 Unrealized +13.3%
MCO MOODYS CORP 0.0%
Value ($000) $784 Shares 2,627 Est. Cost $92.52 Unrealized +192.2%
IWN ISHARES 0.0%
Value ($000) $775 Shares 4,860 Est. Cost $115.79 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $767 Shares 11,537 Est. Cost $48.65 Unrealized +11.1%
PNC PNC FINANCIAL CORP 0.0%
Value ($000) $751 Shares 4,281 Est. Cost $83.12 Unrealized +66.7%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $728 Shares 2,307 Est. Cost $89.78 Unrealized +201.4%
SPG SIMON PROPERTIES GROUP (NEW) 0.0%
Value ($000) $726 Shares 6,378 Est. Cost $97.37 Unrealized -17.9%
QLYS QUALYS 0.0%
Value ($000) $723 Shares 6,902 Est. Cost $84.93 Unrealized +31.8%
BYND BEYOND MEAT 0.0%
Value ($000) $720 Shares 5,536 Est. Cost $142.15 Unrealized +3.4%
WPC W P CAREY INC 0.0%
Value ($000) $710 Shares 10,029 Est. Cost $66.62 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $709 Shares 14,107 Est. Cost $12.49 Unrealized +70.5%
LLY LILLY (ELI) & CO 0.0%
Value ($000) $701 Shares 3,752 Est. Cost $67.13 Unrealized +177.2%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $681 Shares 3,409 Est. Cost $124.10 Unrealized +24.0%
TWLO TWILIO INC 0.0%
Value ($000) $681 Shares 1,998 Est. Cost $180.92 Unrealized +107.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $679 Shares 4,882 Est. Cost $90.12 Unrealized +23.0%
EFA ISHARES 0.0%
Value ($000) $669 Shares 8,816 Est. Cost $61.37 Unrealized
ABM ABM INDUSTRIES INC 0.0%
Value ($000) $657 Shares 12,880 Est. Cost $32.91 Unrealized +20.8%
IEMG ISHARES 0.0%
Value ($000) $652 Shares 10,128 Est. Cost $61.34 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $643 Shares 3,783 Est. Cost $83.90 Unrealized +57.3%
USB US BANCORP 0.0%
Value ($000) $642 Shares 11,614 Est. Cost $28.39 Unrealized +42.0%
LINDE PLC 0.0%
Value ($000) $632 Shares 2,257 Est. Cost $199.51 Unrealized
IJK ISHARES 0.0%
Value ($000) $628 Shares 8,016 Est. Cost $72.23 Unrealized
EFG ISHARES 0.0%
Value ($000) $626 Shares 6,236 Est. Cost $93.43 Unrealized
POOL POOL CORP 0.0%
Value ($000) $621 Shares 1,800 Est. Cost $43.50 Unrealized +655.5%
KMX CARMAX INC 0.0%
Value ($000) $621 Shares 4,678 Est. Cost $50.64 Unrealized +140.3%
SHOP SHOPIFY INC 0.0%
Value ($000) $596 Shares 539 Est. Cost $106.41 Unrealized +13.5%
BCPC BALCHEM CORP 0.0%
Value ($000) $594 Shares 4,740 Est. Cost $41.81 Unrealized +183.0%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $590 Shares 799 Est. Cost $151.64 Unrealized +50.4%
SAM BOSTON BEER COMPANY 0.0%
Value ($000) $584 Shares 484 Est. Cost $236.77 Unrealized +343.0%
BLACKROCK INC 0.0%
Value ($000) $575 Shares 762 Est. Cost $482.65 Unrealized
DCI DONALDSON CO INC 0.0%
Value ($000) $554 Shares 9,533 Est. Cost $33.17 Unrealized +66.8%
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $547 Shares 3,416 Est. Cost $71.76 Unrealized +107.2%
EQIX EQUINIX INC 0.0%
Value ($000) $546 Shares 803 Est. Cost $556.15 Unrealized +12.3%
STZ CONSTELLATION BRANDS CL A 0.0%
Value ($000) $536 Shares 2,353 Est. Cost $171.70 Unrealized +21.1%
DIA SPDR 0.0%
Value ($000) $528 Shares 1,600 Est. Cost $173.70 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $517 Shares 4,380 Est. Cost $85.09 Unrealized +19.5%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $517 Shares 4,000 Est. Cost $129.25 Unrealized
HPQ HP INC 0.0%
Value ($000) $516 Shares 16,265 Est. Cost $11.27 Unrealized +106.9%
ESGV VANGUARD 0.0%
Value ($000) $513 Shares 6,950 Est. Cost $70.82 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $512 Shares 4,867 Est. Cost $55.61 Unrealized +51.8%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $495 Shares 2,621 Est. Cost $125.11 Unrealized +21.0%
VEU VANGUARD 0.0%
Value ($000) $493 Shares 8,125 Est. Cost $48.20 Unrealized
FANG DIAMONDBACK 0.0%
Value ($000) $492 Shares 6,700 Est. Cost $57.81 Unrealized -3.9%
LAMR LAMAR ADVERTISING CO 0.0%
Value ($000) $472 Shares 5,025 Est. Cost $53.99 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $463 Shares 2,691 Est. Cost $110.13 Unrealized +15.6%
AFL AFLAC INC 0.0%
Value ($000) $460 Shares 8,989 Est. Cost $33.87 Unrealized +26.6%
VFC V F CORPORATION 0.0%
Value ($000) $460 Shares 5,757 Est. Cost $62.05 Unrealized +30.8%
MNRO MONRO MUFFLER & BRAKE INC 0.0%
Value ($000) $459 Shares 6,975 Est. Cost $44.03 Unrealized +42.0%
ADSK AUTODESK INC 0.0%
Value ($000) $454 Shares 1,637 Est. Cost $208.63 Unrealized +38.2%
D DOMINION ENERGY INC 0.0%
Value ($000) $452 Shares 5,955 Est. Cost $45.14 Unrealized +29.5%
TE CONNECTIVITY LTD 0.0%
Value ($000) $445 Shares 3,444 Est. Cost $104.31 Unrealized
XLK SPDR 0.0%
Value ($000) $438 Shares 3,300 Est. Cost $42.73 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $431 Shares 1,518 Est. Cost $202.08 Unrealized +15.9%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $428 Shares 2,677 Est. Cost $121.69 Unrealized
BIDU BAIDU.COM SPON ADR 0.0%
Value ($000) $427 Shares 1,965 Est. Cost $198.11 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.0%
Value ($000) $426 Shares 11,006 Est. Cost $81.61 Unrealized
VCR VANGUARD 0.0%
Value ($000) $414 Shares 1,400 Est. Cost $122.86 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $410 Shares 3,896 Est. Cost $69.55 Unrealized +37.7%
IJJ ISHARES 0.0%
Value ($000) $408 Shares 4,000 Est. Cost $86.32 Unrealized
VNT VONTIER CORP INC 0.0%
Value ($000) $398 Shares 13,134 Est. Cost $31.19 Unrealized +4.6%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $391 Shares 2,460 Est. Cost $216.71 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $383 Shares 2,965 Est. Cost $104.67 Unrealized +3.3%
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value ($000) $368 Shares 259 Est. Cost $8.67 Unrealized +233.7%
CTVA CORTEVA INC 0.0%
Value ($000) $365 Shares 7,825 Est. Cost $25.00 Unrealized +67.6%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $357 Shares 1,104 Est. Cost $277.93 Unrealized +0.1%
APH AMPHENOL CORP 0.0%
Value ($000) $354 Shares 5,364 Est. Cost $25.98 Unrealized +19.4%
IJH ISHARES 0.0%
Value ($000) $346 Shares 1,330 Est. Cost $172.44 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $345 Shares 4,740 Est. Cost $51.85 Unrealized +48.3%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $343 Shares 8,127 Est. Cost $17.13 Unrealized +112.7%
QTWO Q2 HLDGS INC 0.0%
Value ($000) $342 Shares 3,416 Est. Cost $24.21 Unrealized +413.5%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $341 Shares 3,943 Est. Cost $62.60 Unrealized +12.3%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $338 Shares 2,658 Est. Cost $102.94 Unrealized +16.2%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $336 Shares 1,095 Est. Cost $128.06 Unrealized +156.3%
ONB OLD NATIONAL BANCORP 0.0%
Value ($000) $328 Shares 16,966 Est. Cost $13.96 Unrealized +32.8%
INVESCO 0.0%
Value ($000) $324 Shares 25,000 Est. Cost $12.36 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $322 Shares 2,149 Est. Cost $88.64 Unrealized +55.3%
YUM YUM! BRANDS 0.0%
Value ($000) $316 Shares 2,925 Est. Cost $80.60 Unrealized +20.0%
MCK MCKESSON CORP 0.0%
Value ($000) $314 Shares 1,610 Est. Cost $131.69 Unrealized +34.7%
PCRX PACIRA PHARMACEUTICALS INC 0.0%
Value ($000) $310 Shares 4,425 Est. Cost $71.16 Unrealized +0.4%
VB VANGUARD 0.0%
Value ($000) $308 Shares 1,440 Est. Cost $111.65 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $300 Shares 1,470 Est. Cost $123.11 Unrealized +32.5%
VNLA JANUS HENDERSON SHORT DURATION 0.0%
Value ($000) $299 Shares 5,962 Est. Cost $49.57 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $296 Shares 2,336 Est. Cost $76.67 Unrealized +31.1%
MTN VAIL RESORTS INC 0.0%
Value ($000) $294 Shares 1,008 Est. Cost $108.47 Unrealized +168.4%
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value ($000) $289 Shares 2,047 Est. Cost $27.94 Unrealized +438.6%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $285 Shares 3,265 Est. Cost $39.31 Unrealized +133.3%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $285 Shares 11,700 Est. Cost $40.37 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $283 Shares 4,900 Est. Cost $42.03 Unrealized +36.0%
AVALARA INC 0.0%
Value ($000) $267 Shares 2,000 Est. Cost $165.00 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $265 Shares 1,452 Est. Cost $57.58 Unrealized +204.9%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $265 Shares 1,708 Est. Cost $51.08 Unrealized +32.2%
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value ($000) $265 Shares 3,869 Est. Cost $47.48 Unrealized +27.9%
PODD INSULET CORP 0.0%
Value ($000) $264 Shares 1,012 Est. Cost $31.17 Unrealized +759.1%
NTES NETEASE INC SPONSORED ADR 0.0%
Value ($000) $257 Shares 2,490 Est. Cost $119.94 Unrealized
DBJP XTRACKERS 0.0%
Value ($000) $255 Shares 5,105 Est. Cost $45.84 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $254 Shares 3,247 Est. Cost $42.08 Unrealized +70.2%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $254 Shares 1,437 Est. Cost $20.01 Unrealized +47.2%
T AT&T INC 0.0%
Value ($000) $252 Shares 8,310 Est. Cost $13.38 Unrealized +20.7%
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value ($000) $248 Shares 6,473 Est. Cost $27.30 Unrealized +12.3%
SO SOUTHERN CO 0.0%
Value ($000) $247 Shares 3,970 Est. Cost $46.01 Unrealized +8.3%
IWS ISHARES 0.0%
Value ($000) $247 Shares 2,259 Est. Cost $90.59 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $242 Shares 3,321 Est. Cost $45.02 Unrealized +24.8%
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $237 Shares 1,685 Est. Cost $116.64 Unrealized +4.9%
DASH DOORDASH INC CLASS A 0.0%
Value ($000) $232 Shares 1,767 Est. Cost $167.51 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL 0.0%
Value ($000) $230 Shares 3,848 Est. Cost $34.54 Unrealized +44.7%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $229 Shares 1,712 Est. Cost $43.09 Unrealized +145.3%
IWP ISHARES 0.0%
Value ($000) $225 Shares 2,200 Est. Cost $102.48 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $224 Shares 1,308 Est. Cost $87.83 Unrealized +50.2%
BROOKLINE BANCORP INC 0.0%
Value ($000) $224 Shares 14,932 Est. Cost $9.07 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $222 Shares 895 Est. Cost $141.71 Unrealized +79.2%
UBCP UNITED BANCORP INC 0.0%
Value ($000) $222 Shares 15,536 Est. Cost $7.12 Unrealized +94.0%
PSX PHILLIPS 66 0.0%
Value ($000) $218 Shares 2,668 Est. Cost $72.68 Unrealized -10.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $217 Shares 936 Est. Cost $102.72 Unrealized +84.1%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $216 Shares 570 Est. Cost $133.15 Unrealized
TOTAL FINA ELF S A ADR 0.0%
Value ($000) $215 Shares 4,625 Est. Cost $48.46 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value ($000) $215 Shares 3,570 Est. Cost $40.30 Unrealized +27.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $205 Shares 638 Est. Cost $45.37 Unrealized +31.0%
XYZ SQUARE INC 0.0%
Value ($000) $203 Shares 893 Est. Cost $58.17 Unrealized +302.2%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $201 Shares 613 Est. Cost $216.90 Unrealized +35.9%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $198 Shares 10,000 Est. Cost $9.32 Unrealized 0.0%
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $183 Shares 16,285 Est. Cost $11.24 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $181 Shares 11,510 Est. Cost $7.52 Unrealized +59.2%
BSM BLACK STONE MINERALS LP 0.0%
Value ($000) $131 Shares 15,000 Est. Cost $15.20 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $131 Shares 21,542 Est. Cost $3.95 Unrealized
DSX DIANA SHIPPING INC 0.0%
Value ($000) $47 Shares 15,760 Est. Cost $2.23 Unrealized -26.0%
VERASTEM INC 0.0%
Value ($000) $43 Shares 17,390 Est. Cost $1.84 Unrealized