LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA Diversified Active

Location: Boston, MA

CIK: 0000932974 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 30, 2026

Total Value: $10.3B (100.0% shares, 0.0% debt)

Holdings (565)

New Positions (34)

WSE WISE PLC 0.5%
Value $52.15M Shares 4,378,556 Est. Cost $11.91 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value $2.302M Shares 10,280 Est. Cost $223.90 Unrealized
HONA HONEYWELL AEROSPACE INC 0.0%
Value $2.273M Shares 10,280 Est. Cost $221.08 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GROUP 0.0%
Value $995K Shares 50,000 Est. Cost $19.89 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $774K Shares 5,705 Est. Cost $135.64 Unrealized
HSBC HSBC HOLDINGS PLC 0.0%
Value $761K Shares 8,000 Est. Cost $95.09 Unrealized
PSCI INVESCO 0.0%
Value $744K Shares 4,000 Est. Cost $186.06 Unrealized
IAU ISHARES 0.0%
Value $566K Shares 7,500 Est. Cost $75.51 Unrealized
EWJ ISHARES 0.0%
Value $429K Shares 4,600 Est. Cost $93.27 Unrealized
DES WISDOMTREE 0.0%
Value $407K Shares 10,000 Est. Cost $40.68 Unrealized
EXE EXPAND ENERGY 0.0%
Value $365K Shares 4,000 Est. Cost $91.19 Unrealized
JAAA JANUS HENDERSON 0.0%
Value $358K Shares 7,100 Est. Cost $50.49 Unrealized
CWEN CLEARYWAY ENERGY INC 0.0%
Value $324K Shares 9,475 Est. Cost $34.18 Unrealized
DOCU DOCUSIGN INC 0.0%
Value $207K Shares 4,655 Est. Cost $44.42 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value $130K Shares 5,290 Est. Cost $24.61 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC CLASS A 0.0%
Value $99,209 Shares 130 Est. Cost $763.15 Unrealized
MOG/A MOOG INC CL A 0.0%
Value $84,768 Shares 200 Est. Cost $423.84 Unrealized
OCUL OCULAR THERAPEUTIX INC 0.0%
Value $73,650 Shares 7,500 Est. Cost $9.82 Unrealized
AIRR FIRST TR 0.0%
Value $66,625 Shares 500 Est. Cost $133.25 Unrealized
SCHA SCHWAB 0.0%
Value $60,517 Shares 1,675 Est. Cost $36.13 Unrealized
SAP SAP SE SPONSORED ADR 0.0%
Value $57,020 Shares 370 Est. Cost $154.11 Unrealized
VICR VICOR CORP 0.0%
Value $50,131 Shares 132 Est. Cost $379.78 Unrealized
VGK VANGUARD 0.0%
Value $50,026 Shares 565 Est. Cost $88.54 Unrealized
SLV ISHARES 0.0%
Value $47,321 Shares 885 Est. Cost $53.47 Unrealized
JMBS JANUS HENDERSON 0.0%
Value $47,015 Shares 1,045 Est. Cost $44.99 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $44,243 Shares 375 Est. Cost $117.98 Unrealized
FDXF FEDEX FREIGHT HOLDING CO INC 0.0%
Value $25,217 Shares 167 Est. Cost $151.00 Unrealized
IMKTA INGLES MARKETS INC 0.0%
Value $15,059 Shares 170 Est. Cost $88.58 Unrealized
T AT&T INC 0.0%
Value $12,420 Shares 600 Est. Cost $20.70 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value $12,057 Shares 150 Est. Cost $80.38 Unrealized
VSNT VERSANT MEDIA GROUP INC CL A 0.0%
Value $7,742 Shares 215 Est. Cost $36.01 Unrealized
AVNS AVANOS MEDICAL INC 0.0%
Value $6,220 Shares 250 Est. Cost $24.88 Unrealized
SPCX SPACE EXPLORATION TECH CORP CL A 0.0%
Value $5,126 Shares 30 Est. Cost $170.87 Unrealized
COHEN & STEERS LTD 0.0%
Value $4,042 Shares 191 Est. Cost $21.16 Unrealized

Increased Positions (88)

INTU INTUIT 2.6%
Value $271M (-23.7%) Shares 1,040,089 (+2.6%) Est. Cost $105.61 Unrealized
ASML ASM LITHOGRAPHY HLDG N V 1.3%
Value $129M (+60.8%) Shares 64,926 (+19.5%) Est. Cost $939.57 Unrealized
AAPL APPLE INC 4.1%
Value $418M (+12.5%) Shares 1,446,076 (+1.2%) Est. Cost $86.66 Unrealized
NVDA NVIDIA CORP 3.7%
Value $381M (+11.0%) Shares 1,901,921 (+4.7%) Est. Cost $112.22 Unrealized
LLY LILLY (ELI) & CO 0.7%
Value $71.7M (+94.8%) Shares 59,780 (+52.5%) Est. Cost $981.76 Unrealized
NOW SERVICENOW INC 1.7%
Value $173M (+24.1%) Shares 1,746,805 (+3.7%) Est. Cost $153.33 Unrealized
SNPS SYNOPSYS INC 1.5%
Value $157M (+23.6%) Shares 351,492 (+8.7%) Est. Cost $525.10 Unrealized
VEEV VEEVA SYSTEMS INC 1.4%
Value $141M (+26.6%) Shares 793,242 (+8.0%) Est. Cost $202.73 Unrealized
V VISA INC 2.0%
Value $208M (+14.9%) Shares 606,481 (+1.9%) Est. Cost $86.78 Unrealized
CSL CARLISLE COS INC 0.6%
Value $64.69M (+39.9%) Shares 178,330 (+34.7%) Est. Cost $341.95 Unrealized
ECL ECOLAB INC 0.3%
Value $32.48M (+96.9%) Shares 116,579 (+93.2%) Est. Cost $205.51 Unrealized
AVGO BROADCOM INC 0.3%
Value $26.88M (+137.0%) Shares 71,156 (+133.1%) Est. Cost $294.49 Unrealized
ADI ANALOG DEVICES CORP 0.8%
Value $84.9M (+20.3%) Shares 213,765 (+6.0%) Est. Cost $125.42 Unrealized
ISRG INTUITIVE SURGICAL INC 0.2%
Value $16.35M (+421.6%) Shares 41,112 (+491.0%) Est. Cost $385.24 Unrealized
META META PLATFORMS INC CL A 1.5%
Value $154M (-7.3%) Shares 274,239 (+3.7%) Est. Cost $262.18 Unrealized
UNP UNION PACIFIC 0.6%
Value $66.13M (+16.6%) Shares 243,107 (+7.4%) Est. Cost $105.57 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 1.2%
Value $120M (+7.5%) Shares 240,375 (+3.1%) Est. Cost $217.45 Unrealized
AMD ADVANCE MICRO DEVICES 0.1%
Value $7.843M (+470.4%) Shares 13,501 (+140.6%) Est. Cost $395.71 Unrealized
DHR DANAHER CORP SHS BEN INT 3.1%
Value $320M (+1.5%) Shares 1,677,392 (+1.1%) Est. Cost $37.59 Unrealized
DKS DICKS SPORTING GOODS INC 0.4%
Value $43.01M (+10.7%) Shares 189,630 (+3.7%) Est. Cost $205.72 Unrealized
CSCO CISCO SYSTEMS 0.1%
Value $6.558M (+63.7%) Shares 55,832 (+14.6%) Est. Cost $34.89 Unrealized
GE GE AEROSPACE 0.1%
Value $6.477M (+47.2%) Shares 17,331 (+21.4%) Est. Cost $122.99 Unrealized
JPM JP MORGAN CHASE & CO 0.2%
Value $16.19M (+14.7%) Shares 49,463 (+8.6%) Est. Cost $135.49 Unrealized
TSM TAIWAN SEMICONDUCTER ADR 0.0%
Value $2.218M (+443.7%) Shares 4,645 (+321.9%) Est. Cost $401.71 Unrealized
GLW CORNING INC 0.0%
Value $5.054M (+55.4%) Shares 19,788 (+4.2%) Est. Cost $24.42 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $1.566M (+465.7%) Shares 4,421 (+435.2%) Est. Cost $330.77 Unrealized
KO COCA-COLA CO 0.1%
Value $8.932M (+13.7%) Shares 109,910 (+8.4%) Est. Cost $35.62 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value $1.937M (+116.2%) Shares 7,612 (+2.9%) Est. Cost $198.18 Unrealized
BLK BLACKROCK INC 0.0%
Value $1.379M (+231.7%) Shares 1,434 (+244.7%) Est. Cost $970.12 Unrealized
SPY SPDR 0.1%
Value $9.045M (+11.3%) Shares 12,112 (+1.3%) Est. Cost $409.66 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $917K (+11732.6%) Shares 4,838 (+12631.6%) Est. Cost $189.63 Unrealized
ETN EATON CORP 0.0%
Value $1.126M (+406.1%) Shares 2,642 (+378.6%) Est. Cost $387.00 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $855K (+3276.3%) Shares 15,403 (+3722.1%) Est. Cost $55.52 Unrealized
CVX CHEVRON CORP 0.1%
Value $13.6M (+6.2%) Shares 82,059 (+20.8%) Est. Cost $97.46 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value $3.922M (+25.5%) Shares 13,946 (+3.0%) Est. Cost $139.45 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value $1.868M (+73.2%) Shares 11,917 (+70.3%) Est. Cost $111.45 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value $7.641M (+11.2%) Shares 83,344 (+2.3%) Est. Cost $71.80 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $1.341M (+130.1%) Shares 3,931 (+5.1%) Est. Cost $143.35 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value $2.761M (+37.8%) Shares 6,565 (+14.3%) Est. Cost $245.88 Unrealized
C CITIGROUP INC 0.0%
Value $1.572M (+83.6%) Shares 11,234 (+63.2%) Est. Cost $111.87 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $1.396M (+98.1%) Shares 19,403 (+85.5%) Est. Cost $45.45 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value $1.948M (+54.5%) Shares 6,536 (+11.3%) Est. Cost $199.21 Unrealized
XBI SPDR 0.0%
Value $712K (+1000.3%) Shares 4,500 (+800.0%) Est. Cost $150.96 Unrealized
WMT WAL-MART STORES INC 0.1%
Value $8.154M (-7.3%) Shares 71,995 (+3.7%) Est. Cost $50.34 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value $3.152M (+25.8%) Shares 55,312 (+16.0%) Est. Cost $39.09 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value $1.274M (+85.7%) Shares 1,762 (+2.6%) Est. Cost $210.06 Unrealized
IBB ISHARES 0.0%
Value $590K (+2220.7%) Shares 3,100 (+1966.7%) Est. Cost $188.56 Unrealized
KLAC KLA CORPORATION 0.0%
Value $1.21M (+73.7%) Shares 4,010 (+900.0%) Est. Cost $387.31 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value $2.185M (+27.4%) Shares 1,640 (+15.5%) Est. Cost $1264.86 Unrealized
WELL WELLTOWER INC 0.0%
Value $484K (+1180.8%) Shares 2,132 (+1071.4%) Est. Cost $223.55 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value $1.001M (+77.1%) Shares 4,244 (+52.7%) Est. Cost $110.50 Unrealized
IVV ISHARES 0.0%
Value $2.407M (+19.3%) Shares 3,214 (+8.8%) Est. Cost $487.07 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value $1.588M (+27.4%) Shares 11,096 (+28.0%) Est. Cost $70.94 Unrealized
LIN LINDE PLC 0.0%
Value $1.817M (+21.7%) Shares 3,502 (+18.0%) Est. Cost $379.40 Unrealized
SYY SYSCO CORP 0.0%
Value $1.741M (+22.6%) Shares 20,829 (+6.8%) Est. Cost $39.17 Unrealized
APH AMPHENOL CORP 0.0%
Value $1.274M (+32.5%) Shares 7,225 (+5.8%) Est. Cost $58.41 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.0%
Value $1.14M (+36.1%) Shares 19,701 (+38.8%) Est. Cost $42.23 Unrealized
CDNS CADENCE DESIGN SYSTEMS INC 0.0%
Value $700K (+72.9%) Shares 1,864 (+22.4%) Est. Cost $317.05 Unrealized
IWM ISHARES 0.0%
Value $1.171M (+31.9%) Shares 3,898 (+14.7%) Est. Cost $181.72 Unrealized
MDY SPDR 0.0%
Value $2.914M (+10.7%) Shares 4,143 (+1.2%) Est. Cost $385.08 Unrealized
IWR ISHARES 0.0%
Value $439K (+176.2%) Shares 3,979 (+152.0%) Est. Cost $98.73 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $910K (+38.8%) Shares 2,190 (+1.6%) Est. Cost $310.63 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $4.964M (-4.0%) Shares 56,562 (+2.9%) Est. Cost $63.91 Unrealized
TMUS T-MOBILE US INC 0.0%
Value $761K (+35.2%) Shares 4,538 (+57.8%) Est. Cost $166.64 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value $2.6M (+6.3%) Shares 14,586 (+3.4%) Est. Cost $4584.60 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $149K (+1521.0%) Shares 703 (+1364.6%) Est. Cost $205.82 Unrealized
VEU VANGUARD 0.0%
Value $1.043M (+14.4%) Shares 12,453 (+8.2%) Est. Cost $60.21 Unrealized
BX THE BLACKSTONE GROUP INC 0.0%
Value $1.546M (+8.1%) Shares 13,141 (+5.5%) Est. Cost $161.01 Unrealized
VUG VANGUARD 0.0%
Value $1.037M (+12.1%) Shares 12,036 (+500.0%) Est. Cost $119.10 Unrealized
UL UNILEVER PLC SPONSORED ADR 0.0%
Value $2.599M (+4.3%) Shares 43,224 (+1.2%) Est. Cost $67.47 Unrealized
KVUE KENVUE INC 0.0%
Value $180K (+134.7%) Shares 9,423 (+113.0%) Est. Cost $18.75 Unrealized
XLE STATE STREET 0.0%
Value $270K (+57.9%) Shares 5,080 (+69.3%) Est. Cost $56.53 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $362K (+33.0%) Shares 3,299 (+17.9%) Est. Cost $98.94 Unrealized
IWF ISHARES 0.0%
Value $2.079M (-4.1%) Shares 16,747 (+244.7%) Est. Cost $159.88 Unrealized
CMCSA COMCAST CORP 0.0%
Value $616K (+12.5%) Shares 25,085 (+28.0%) Est. Cost $30.05 Unrealized
SOLS SOLSTICE ADVANCED MATERIALS INC 0.0%
Value $190K (+45.4%) Shares 2,146 (+34.5%) Est. Cost $57.72 Unrealized
AZO AUTOZONE INC 0.0%
Value $230K (+29.0%) Shares 72 (+38.5%) Est. Cost $3286.50 Unrealized
VGT VANGUARD 0.0%
Value $220K (+28.6%) Shares 1,840 (+700.0%) Est. Cost $200.82 Unrealized
IEFA ISHARES 0.0%
Value $598K (+8.3%) Shares 6,188 (+6.9%) Est. Cost $82.80 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $200K (+26.1%) Shares 2,769 (+23.1%) Est. Cost $76.46 Unrealized
KKR KKR & CO 0.0%
Value $1.44M (+2.2%) Shares 15,693 (+1.6%) Est. Cost $144.37 Unrealized
OTIS OTIS WORLDWIDE CORPORATION 0.0%
Value $259K (+13.0%) Shares 3,614 (+26.2%) Est. Cost $86.37 Unrealized
VO VANGUARD 0.0%
Value $319K (+8.6%) Shares 3,960 (+300.0%) Est. Cost $113.16 Unrealized
XYL XYLEM INC 0.0%
Value $1.04M (+2.3%) Shares 8,800 (+11.4%) Est. Cost $110.11 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $60,668 (+45.8%) Shares 520 (+60.0%) Est. Cost $140.11 Unrealized
ATR APTARGROUP INC 0.0%
Value $129K (+6.6%) Shares 1,030 (+12.0%) Est. Cost $119.09 Unrealized
LNC LINCOLN NATIONAL CORP 0.0%
Value $61,969 (+9.6%) Shares 1,753 (+6.0%) Est. Cost $50.33 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value $4,624 (+148.1%) Shares 146 (+160.7%) Est. Cost $34.24 Unrealized

Exited Positions (29)

HON HONEYWELL INTL INC COM 0.0%
Value $4.254M Shares 18,100 Est. Cost $125.53 Unrealized
RNR RENAISSANCERE HOLDINGS LTD 0.0%
Value $1.2M Shares 3,960 Est. Cost $242.27 Unrealized
WWD WOODWARD INC COM 0.0%
Value $1.033M Shares 2,660 Est. Cost $247.84 Unrealized
XPO XPO LOGISTICS INC 0.0%
Value $919K Shares 4,320 Est. Cost $129.79 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $859K Shares 18,171 Est. Cost $29.41 Unrealized
SUNB SUNBELT RENTAL HOLDINGS INC 0.0%
Value $815K Shares 11,960 Est. Cost $68.16 Unrealized
BN BROOKFIELD CORPORATION 0.0%
Value $739K Shares 17,535 Est. Cost $44.20 Unrealized
WMG WARNER MUSIC GROUP CORP 0.0%
Value $738K Shares 25,900 Est. Cost $31.38 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value $734K Shares 6,650 Est. Cost $109.99 Unrealized
HAS HASBRO INC 0.0%
Value $715K Shares 7,800 Est. Cost $76.49 Unrealized
RS RELIANCE STEEL & ALUMINUM 0.0%
Value $644K Shares 2,000 Est. Cost $300.03 Unrealized
OTEX OPEN TEXT CORP 0.0%
Value $584K Shares 28,030 Est. Cost $31.62 Unrealized
XLV STATE STREET 0.0%
Value $580K Shares 3,936 Est. Cost $146.04 Unrealized
CBRE CBRE GROUP INC 0.0%
Value $442K Shares 3,130 Est. Cost $154.70 Unrealized
INGR INGREDION INC 0.0%
Value $378K Shares 3,300 Est. Cost $128.89 Unrealized
CW CURTISS-WRIGHT CORPORATION 0.0%
Value $114K Shares 157 Est. Cost $557.64 Unrealized
DXCM DEXCOM INC 0.0%
Value $85,019 Shares 1,328 Est. Cost $93.00 Unrealized
LLYVK LIBERTY LIVE HOLDINGS INC 0.0%
Value $38,366 Shares 392 Est. Cost $85.87 Unrealized
SPHQ INVESCO 0.0%
Value $33,867 Shares 430 Est. Cost $77.80 Unrealized
FWONK LIBERTY MEDIA CORPORATION 0.0%
Value $29,472 Shares 332 Est. Cost $65.69 Unrealized
FG F&G ANNUITIES & LIFE INC 0.0%
Value $28,908 Shares 1,203 Est. Cost $31.09 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROUP 0.0%
Value $23,609 Shares 147 Est. Cost $164.98 Unrealized
PCG PG&E CORP 0.0%
Value $23,323 Shares 1,258 Est. Cost $16.39 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $21,030 Shares 147 Est. Cost $118.30 Unrealized
CPAY CORPAY, INC. 0.0%
Value $20,592 Shares 68 Est. Cost $327.56 Unrealized
LLYVA LIBERTY LIVE HOLDINGS INC 0.0%
Value $16,366 Shares 172 Est. Cost $83.24 Unrealized
FWONA LIBERTY MEDIA CORPORATION 0.0%
Value $13,542 Shares 166 Est. Cost $58.67 Unrealized
RYN RAYONIER INC 0.0%
Value $6,996 Shares 330 Est. Cost $23.08 Unrealized
HRI HERC HOLDINGS INC 0.0%
Value $6,384 Shares 62 Est. Cost $135.97 Unrealized

Decreased Positions (115)

GOOGL ALPHABET INC 9.8%
Value $1.008B (+10.0%) Shares 2,820,758 (-2.3%) Est. Cost $108.31 Unrealized
NXPI NXP SEMICONDUCTORS 2.6%
Value $268M (+35.3%) Shares 952,055 (-1.6%) Est. Cost $82.54 Unrealized
AMT AMERICAN TOWER CORP 1.8%
Value $185M (-15.1%) Shares 1,131,412 (-7.0%) Est. Cost $81.18 Unrealized
TJX TJX COMPANIES INC 3.0%
Value $311M (-8.9%) Shares 2,050,213 (-2.8%) Est. Cost $33.25 Unrealized
FISV FISERV INC 1.1%
Value $113M (-19.3%) Shares 2,302,492 (-7.8%) Est. Cost $59.20 Unrealized
ADBE ADOBE SYSTEMS INC 0.3%
Value $34.76M (-43.5%) Shares 169,554 (-37.9%) Est. Cost $280.40 Unrealized
QCOM QUALCOMM INC 1.0%
Value $105M (+23.5%) Shares 568,090 (-14.4%) Est. Cost $126.41 Unrealized
ABT ABBOTT LABORATORIES 1.4%
Value $142M (-12.2%) Shares 1,566,186 (-3.0%) Est. Cost $31.68 Unrealized
COST COSTCO WHOLESALE CORP NEW 2.1%
Value $219M (-8.0%) Shares 233,991 (-1.8%) Est. Cost $346.67 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 2.4%
Value $246M (-6.5%) Shares 491,482 (-7.5%) Est. Cost $353.21 Unrealized
ROP ROPER INDUSTRIES INC 0.1%
Value $8.181M (-65.1%) Shares 24,177 (-64.6%) Est. Cost $317.08 Unrealized
CRM SALESFORCE.COM 0.1%
Value $8.068M (-62.0%) Shares 51,497 (-60.0%) Est. Cost $152.35 Unrealized
REGN REGENERON PHAR 0.4%
Value $41.08M (-24.3%) Shares 65,875 (-9.1%) Est. Cost $829.09 Unrealized
CNI CANADIAN NATIONAL RAILWAY 1.4%
Value $149M (+6.6%) Shares 1,251,453 (-1.6%) Est. Cost $42.45 Unrealized
LOW LOWES COMPANIES 0.7%
Value $67.51M (-11.7%) Shares 306,171 (-2.1%) Est. Cost $111.74 Unrealized
ACN ACCENTURE PLC 0.1%
Value $8.192M (-49.9%) Shares 65,832 (-27.8%) Est. Cost $66.65 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.3%
Value $30.2M (-20.9%) Shares 220,545 (-12.8%) Est. Cost $114.74 Unrealized
WEX WEX INC 0.5%
Value $51.83M (-13.3%) Shares 367,338 (-2.1%) Est. Cost $147.85 Unrealized
IDXX IDEXX LABS 0.6%
Value $61.7M (-10.4%) Shares 117,195 (-4.2%) Est. Cost $99.75 Unrealized
TTD TRADE DESK INC 0.1%
Value $13.97M (-24.5%) Shares 772,656 (-16.1%) Est. Cost $60.05 Unrealized
MCD MCDONALDS CORP 0.3%
Value $28.37M (-12.5%) Shares 104,968 (-1.0%) Est. Cost $75.67 Unrealized
PAYC PAYCOM SOFTWARE INC 0.9%
Value $91.28M (+4.4%) Shares 726,250 (-5.6%) Est. Cost $122.00 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value $7.501M (-29.7%) Shares 20,363 (-16.6%) Est. Cost $354.20 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value $64.2M (+5.1%) Shares 252,775 (-1.4%) Est. Cost $61.01 Unrealized
CHD CHURCH & DWIGHT CO 1.0%
Value $102M (-2.8%) Shares 1,049,547 (-4.3%) Est. Cost $34.73 Unrealized
NKE NIKE INC CLASS B 0.3%
Value $27.7M (-9.6%) Shares 674,825 (-6.1%) Est. Cost $61.49 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.6%
Value $64.58M (-4.2%) Shares 701,277 (-3.2%) Est. Cost $87.14 Unrealized
GOOG ALPHABET INC 0.6%
Value $59.57M (+4.9%) Shares 168,603 (-6.3%) Est. Cost $107.20 Unrealized
INTC INTEL CORP 0.1%
Value $5.293M (+91.3%) Shares 37,907 (-14.6%) Est. Cost $19.89 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.1%
Value $10.84M (-18.5%) Shares 64,294 (-16.3%) Est. Cost $261.44 Unrealized
ABBV ABBVIE INC 0.2%
Value $15.48M (+18.1%) Shares 61,527 (-2.4%) Est. Cost $51.48 Unrealized
WSO WATSCO INC 0.1%
Value $9.779M (-18.7%) Shares 23,467 (-20.2%) Est. Cost $211.79 Unrealized
NVO NOVO-NORDISK A/S ADR 0.0%
Value $1.735M (-56.2%) Shares 36,192 (-65.7%) Est. Cost $90.73 Unrealized
MSCI MSCI INC 0.1%
Value $14.64M (-11.9%) Shares 26,140 (-15.6%) Est. Cost $184.98 Unrealized
MRK MERCK & CO INC 0.4%
Value $42.76M (+4.5%) Shares 332,735 (-1.3%) Est. Cost $57.62 Unrealized
ROST ROSS STORES INC 0.3%
Value $27.29M (-5.6%) Shares 128,214 (-1.9%) Est. Cost $41.51 Unrealized
SBUX STARBUCKS CORP 0.8%
Value $80.59M (-1.6%) Shares 788,650 (-7.0%) Est. Cost $38.98 Unrealized
NFLX NETFLIX INC 0.0%
Value $2.551M (-33.0%) Shares 35,730 (-3.4%) Est. Cost $104.99 Unrealized
TKR TIMKEN CO 0.1%
Value $7.616M (+17.9%) Shares 52,410 (-13.4%) Est. Cost $68.99 Unrealized
FDS FACTSET RESEARCH SYSTEMS INC 0.0%
Value $967K (-53.1%) Shares 4,205 (-56.9%) Est. Cost $387.34 Unrealized
ZTS ZOETIS INC 0.0%
Value $886K (-50.8%) Shares 12,327 (-19.3%) Est. Cost $117.10 Unrealized
VLTO VERALTO CORPORATION 0.4%
Value $37.82M (-2.4%) Shares 426,513 (-1.5%) Est. Cost $71.22 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value $3.575M (-18.8%) Shares 11,365 (-23.5%) Est. Cost $133.78 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value $34,079 (-96.0%) Shares 450 (-95.4%) Est. Cost $103.41 Unrealized
STT STATE STREET CORP 0.0%
Value $4.5M (+19.9%) Shares 26,533 (-1.4%) Est. Cost $66.25 Unrealized
AME AMETEK INC NEW 0.0%
Value $294K (-70.3%) Shares 1,216 (-71.2%) Est. Cost $179.05 Unrealized
MDT MEDTRONIC PLC 0.0%
Value $76,274 (-88.5%) Shares 975 (-87.1%) Est. Cost $92.33 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value $478K (-54.8%) Shares 11,074 (-52.7%) Est. Cost $206.89 Unrealized
ITW ILLINOIS TOOL WORKS 0.1%
Value $9.161M (-5.8%) Shares 33,870 (-5.8%) Est. Cost $59.33 Unrealized
HDB HDFC BANK LTD-ADR 0.1%
Value $9.022M (-5.8%) Shares 349,292 (-2.5%) Est. Cost $52.87 Unrealized
MS MORGAN STANLEY 0.0%
Value $4.191M (+14.9%) Shares 20,049 (-2.4%) Est. Cost $51.18 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value $1.559M (-25.6%) Shares 30,220 (-16.6%) Est. Cost $55.04 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $874K (+123.5%) Shares 2,935 (-3.6%) Est. Cost $61.61 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value $1.154M (-28.5%) Shares 8,067 (-35.6%) Est. Cost $129.47 Unrealized
GEV GE VERNOVA INC 0.0%
Value $2.749M (+14.6%) Shares 2,340 (-3.3%) Est. Cost $144.21 Unrealized
IWO ISHARES 0.0%
Value $2.363M (+17.0%) Shares 5,998 (-1.5%) Est. Cost $282.23 Unrealized
JKHY JACK HENRY & ASSOCIATES INC 0.0%
Value $1.56M (-17.9%) Shares 11,324 (-12.2%) Est. Cost $74.35 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value $1.303M (-19.9%) Shares 7,428 (-7.6%) Est. Cost $157.02 Unrealized
VTI VANGUARD 0.1%
Value $6.425M (+5.0%) Shares 17,363 (-5.0%) Est. Cost $178.15 Unrealized
PAYX PAYCHEX INC 0.0%
Value $2.691M (+11.9%) Shares 27,364 (-2.6%) Est. Cost $27.65 Unrealized
PFE PFIZER 0.0%
Value $1.368M (-17.0%) Shares 56,816 (-7.2%) Est. Cost $23.61 Unrealized
PEN PENUMBRA INC 0.0%
Value $33,154 (-88.6%) Shares 105 (-88.1%) Est. Cost $188.96 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $1.343M (+22.3%) Shares 8,223 (-2.1%) Est. Cost $84.91 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value $572K (-29.5%) Shares 7,860 (-27.6%) Est. Cost $74.05 Unrealized
CTAS CINTAS CORP 0.0%
Value $4.729M (-4.7%) Shares 27,802 (-2.0%) Est. Cost $143.34 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value $192K (-55.0%) Shares 6,060 (-35.9%) Est. Cost $50.28 Unrealized
VOO VANGUARD 0.0%
Value $2.878M (+8.5%) Shares 4,191 (-1.3%) Est. Cost $515.06 Unrealized
MKC MCCORMICK & COMPANY 0.0%
Value $636K (-24.0%) Shares 12,615 (-19.0%) Est. Cost $62.97 Unrealized
IJT ISHARES 0.0%
Value $25,004 (-87.8%) Shares 140 (-89.6%) Est. Cost $133.68 Unrealized
BDX BECTON DICKINSON 0.0%
Value $309K (-36.8%) Shares 2,040 (-35.6%) Est. Cost $202.04 Unrealized
IWD ISHARES 0.0%
Value $1.429M (-11.1%) Shares 5,895 (-18.6%) Est. Cost $158.52 Unrealized
DOW DOW INC 0.0%
Value $322K (-34.6%) Shares 11,778 (-6.7%) Est. Cost $45.47 Unrealized
EW EDWARDS LIFESCIENCE CORP 0.0%
Value $2.483M (+7.2%) Shares 27,447 (-7.7%) Est. Cost $73.30 Unrealized
VZ VERIZON 0.0%
Value $1.045M (-13.5%) Shares 24,678 (-5.9%) Est. Cost $41.39 Unrealized
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value $806K (-16.8%) Shares 8,740 (-14.5%) Est. Cost $94.54 Unrealized
CAT CATERPILLAR INC 0.0%
Value $1.562M (+10.7%) Shares 1,467 (-17.8%) Est. Cost $274.76 Unrealized
IJK ISHARES 0.0%
Value $399K (-25.4%) Shares 3,398 (-33.1%) Est. Cost $75.54 Unrealized
CMG CHIPOTLE MEXICAN GRILL 0.0%
Value $336K (-27.4%) Shares 9,880 (-27.2%) Est. Cost $60.01 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $407K (+43.0%) Shares 940 (-13.0%) Est. Cost $110.86 Unrealized
PNC PNC FINANCIAL CORP 0.0%
Value $455K (-20.0%) Shares 1,847 (-28.2%) Est. Cost $98.47 Unrealized
IJJ ISHARES 0.0%
Value $129K (-43.4%) Shares 870 (-47.3%) Est. Cost $95.72 Unrealized
USB US BANCORP 0.0%
Value $73,205 (-55.4%) Shares 1,212 (-58.9%) Est. Cost $34.71 Unrealized
ACGL ARCH CAPITAL GROUP LTD 0.0%
Value $782K (-9.1%) Shares 8,062 (-10.1%) Est. Cost $89.83 Unrealized
IWN ISHARES 0.0%
Value $1.178M (+5.5%) Shares 5,328 (-4.9%) Est. Cost $149.11 Unrealized
WFC WELLS FARGO & CO (NEW) 0.0%
Value $284K (-17.7%) Shares 3,433 (-15.0%) Est. Cost $31.83 Unrealized
A AGILENT TECHNOLOGIES 0.0%
Value $634K (+9.7%) Shares 4,776 (-5.0%) Est. Cost $119.97 Unrealized
PODD INSULET CORP 0.0%
Value $152K (-24.9%) Shares 1,000 (-2.9%) Est. Cost $46.35 Unrealized
FAST FASTENAL CO 0.0%
Value $1.032M (-4.3%) Shares 21,485 (-2.0%) Est. Cost $26.30 Unrealized
IVW ISHARES 0.0%
Value $1.116M (+4.1%) Shares 8,115 (-8.6%) Est. Cost $78.64 Unrealized
NEM NEWMONT MINING CORP 0.0%
Value $128K (-25.2%) Shares 1,370 (-3.2%) Est. Cost $57.16 Unrealized
CTVA CORTEVA INC 0.0%
Value $822K (-4.9%) Shares 9,709 (-5.9%) Est. Cost $42.42 Unrealized
PGR PROGRESSIVE CORP OHIO 0.0%
Value $456K (+8.6%) Shares 2,089 (-3.5%) Est. Cost $209.79 Unrealized
VRTX VERTEX PHARMACEUTICALS 0.0%
Value $1.648M (-2.1%) Shares 3,317 (-14.0%) Est. Cost $396.45 Unrealized
VEA VANGUARD 0.0%
Value $1.153M (-2.7%) Shares 16,181 (-7.5%) Est. Cost $51.54 Unrealized
VB VANGUARD 0.0%
Value $365K (+9.7%) Shares 1,205 (-1.6%) Est. Cost $176.25 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value $295K (-9.3%) Shares 1,769 (-8.5%) Est. Cost $86.23 Unrealized
ENPH ENPHASE ENERGY 0.0%
Value $84,941 (+54.3%) Shares 1,725 (-2.3%) Est. Cost $128.43 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value $95,623 (-23.3%) Shares 385 (-11.5%) Est. Cost $152.33 Unrealized
JBHT HUNT J B TRANS SVCS INC 0.0%
Value $7,236 (-76.4%) Shares 25 (-81.5%) Est. Cost $213.95 Unrealized
GS GOLDMAN SACHS 0.0%
Value $204K (-9.6%) Shares 202 (-18.9%) Est. Cost $437.43 Unrealized
MICC MAGNUM ICE CREAM CO NV 0.0%
Value $135K (+19.1%) Shares 7,731 (-1.3%) Est. Cost $15.68 Unrealized
CARR CARRIER GLOBAL CORP 0.0%
Value $505K (+4.2%) Shares 6,889 (-10.1%) Est. Cost $36.08 Unrealized
WAT WATERS CORP 0.0%
Value $173K (+12.3%) Shares 460 (-4.2%) Est. Cost $367.10 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value $324K (-5.3%) Shares 3,014 (-10.4%) Est. Cost $115.04 Unrealized
RAL RALLIANT CORPORATION 0.0%
Value $65,530 (+27.3%) Shares 890 (-21.5%) Est. Cost $44.46 Unrealized
SJM SMUCKER J M CO 0.0%
Value $103K (+15.0%) Shares 916 (-7.1%) Est. Cost $92.00 Unrealized
IWV ISHARES 0.0%
Value $288K (+4.8%) Shares 675 (-4.9%) Est. Cost $256.40 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $243K (-4.7%) Shares 2,200 (-2.2%) Est. Cost $70.59 Unrealized
EL ESTEE LAUDER COMPANIES 0.0%
Value $103K (-10.0%) Shares 1,305 (-17.1%) Est. Cost $142.41 Unrealized
IRM IRON MTN INC 0.0%
Value $7,705 (-59.7%) Shares 61 (-66.5%) Est. Cost $83.24 Unrealized
IVE ISHARES 0.0%
Value $397K (+2.8%) Shares 1,747 (-2.5%) Est. Cost $139.79 Unrealized
EQIX EQUINIX INC 0.0%
Value $279K (-2.1%) Shares 268 (-3.2%) Est. Cost $596.55 Unrealized
PGC PEAPACK-GLADSTONE FINANCIAL 0.0%
Value $28,398 (-11.9%) Shares 600 (-28.6%) Est. Cost $31.54 Unrealized
ORCL ORACLE CORP COM 0.0%
Value $491K (-0.6%) Shares 3,347 (-6.3%) Est. Cost $124.33 Unrealized
OGN ORGANON & CO 0.0%
Value $3,629 (-40.7%) Shares 268 (-61.3%) Est. Cost $26.93 Unrealized

Unchanged Positions (328)

SYK STRYKER CORP 3.5%
Value $364M Shares 1,154,957 Est. Cost $66.47 Unrealized
MA MASTERCARD INC 6.9%
Value $709M Shares 1,379,579 Est. Cost $71.03 Unrealized
ADP AUTOMATIC DATA PROCESSING 1.3%
Value $135M Shares 601,164 Est. Cost $49.38 Unrealized
PM PHILIP MORRIS INTERNATIONAL 0.8%
Value $85.65M Shares 473,423 Est. Cost $55.24 Unrealized
EOG EOG RESOURCES 1.8%
Value $182M Shares 1,401,159 Est. Cost $65.72 Unrealized
MSFT MICROSOFT CORP 6.7%
Value $689M Shares 1,847,490 Est. Cost $57.26 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value $50.94M Shares 372,595 Est. Cost $54.09 Unrealized
CBT CABOT CORP 0.3%
Value $25.76M Shares 283,684 Est. Cost $28.93 Unrealized
HD HOME DEPOT INC 0.8%
Value $86.55M Shares 245,398 Est. Cost $131.82 Unrealized
PEP PEPSICO INC 0.2%
Value $22.82M Shares 168,532 Est. Cost $68.05 Unrealized
ROK ROCKWELL AUTOMATION 0.1%
Value $10.67M Shares 21,550 Est. Cost $94.69 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $14.85M Shares 87,427 Est. Cost $102.84 Unrealized
PH PARKER-HANNIFIN CORP 1.9%
Value $200M Shares 204,898 Est. Cost $362.34 Unrealized
PG PROCTER & GAMBLE CO 0.6%
Value $61.17M Shares 417,142 Est. Cost $67.79 Unrealized
COP CONOCOPHILLIPS INC 0.1%
Value $5.277M Shares 50,758 Est. Cost $51.35 Unrealized
RTX RTX CORP 0.1%
Value $13.26M Shares 69,873 Est. Cost $58.75 Unrealized
QQQ INVESCO 0.0%
Value $4.49M Shares 6,097 Est. Cost $244.05 Unrealized
AMZN AMAZON.COM 5.2%
Value $536M Shares 2,248,322 Est. Cost $128.35 Unrealized
VMI VALMONT INDUSTRIES INC 0.0%
Value $2.848M Shares 4,930 Est. Cost $155.49 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value $2.534M Shares 8,655 Est. Cost $279.42 Unrealized
CMI CUMMINS INC 0.1%
Value $5.361M Shares 7,517 Est. Cost $83.64 Unrealized
LIND LINDBLAD EXPEDITIONS HOLDINGS 0.0%
Value $1.316M Shares 46,593 Est. Cost $13.00 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $1.999M Shares 3,923 Est. Cost $533.22 Unrealized
AMGN AMGEN INC 0.2%
Value $18.12M Shares 50,038 Est. Cost $140.42 Unrealized
DE DEERE & CO 0.1%
Value $7.302M Shares 11,512 Est. Cost $122.11 Unrealized
BIIB BIOGEN IDEC INC 0.0%
Value $1.338M Shares 6,193 Est. Cost $223.18 Unrealized
SHEL ROYAL DUTCH SHELL PLC 0.0%
Value $1.245M Shares 16,059 Est. Cost $60.58 Unrealized
XLK STATE STREET 0.0%
Value $897K Shares 4,708 Est. Cost $95.39 Unrealized
VIG VANGUARD 0.0%
Value $3.429M Shares 14,490 Est. Cost $116.81 Unrealized
AAEQ ALPHA ARCHITECT 0.0%
Value $2.294M Shares 43,122 Est. Cost $49.80 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $1.906M Shares 5,635 Est. Cost $106.18 Unrealized
MCK MCKESSON CORP 0.0%
Value $997K Shares 1,319 Est. Cost $131.69 Unrealized
CB CHUBB LTD 0.0%
Value $4.252M Shares 12,480 Est. Cost $187.99 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $565K Shares 6,000 Est. Cost $71.94 Unrealized
OZK BANK OZK 0.0%
Value $1.611M Shares 30,930 Est. Cost $47.94 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $470K Shares 1,205 Est. Cost $355.04 Unrealized
VAL VALARIS LTD 0.0%
Value $363K Shares 5,000 Est. Cost $42.88 Unrealized
RBA RB GLOBAL INC 0.0%
Value $1.086M Shares 9,327 Est. Cost $112.11 Unrealized
SPG SIMON PROPERTIES GROUP (NEW) 0.0%
Value $1.181M Shares 5,279 Est. Cost $97.52 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $522K Shares 1,334 Est. Cost $219.89 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value $2.995M Shares 4 Est. Cost $223583.10 Unrealized
TWLO TWILIO INC 0.0%
Value $267K Shares 1,295 Est. Cost $180.92 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value $5.974M Shares 20,375 Est. Cost $77.64 Unrealized
COF CAPITAL ONE FINANCIAL 0.0%
Value $2.819M Shares 14,050 Est. Cost $185.05 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value $407K Shares 11,020 Est. Cost $37.32 Unrealized
TEL TE 0.0%
Value $746K Shares 3,701 Est. Cost $176.42 Unrealized
ESGV VANGUARD 0.0%
Value $919K Shares 6,950 Est. Cost $70.82 Unrealized
DIS WALT DISNEY PRODUCTIONS 0.0%
Value $3.67M Shares 38,133 Est. Cost $103.82 Unrealized
GILD GILEAD SCIENCES 0.0%
Value $934K Shares 7,395 Est. Cost $66.20 Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $206K Shares 323 Est. Cost $251.23 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value $707K Shares 3,658 Est. Cost $193.62 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $398K Shares 1,370 Est. Cost $212.87 Unrealized
IJR ISHARES 0.0%
Value $692K Shares 4,666 Est. Cost $91.44 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value $185K Shares 4,097 Est. Cost $7.52 Unrealized
ARM ARM HOLDINGS PLC 0.0%
Value $133K Shares 375 Est. Cost $114.88 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $3.677M Shares 9,028 Est. Cost $426.43 Unrealized
CCJ CAMECO CORP 0.0%
Value $509K Shares 5,000 Est. Cost $37.94 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.0%
Value $395K Shares 10,000 Est. Cost $31.32 Unrealized
CAR AVIS BUDGET GROUP INC 0.0%
Value $66,524 Shares 450 Est. Cost $78.76 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $944K Shares 3,370 Est. Cost $266.78 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value $413K Shares 915 Est. Cost $397.39 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value $1.402M Shares 826 Est. Cost $888.39 Unrealized
TEAM ATLASSIAN CORP CLASS A 0.0%
Value $233K Shares 3,000 Est. Cost $157.14 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value $268K Shares 5,000 Est. Cost $19.09 Unrealized
RSP INVESCO 0.0%
Value $686K Shares 3,226 Est. Cost $149.64 Unrealized
BTU PEABODY ENERGY 0.0%
Value $231K Shares 10,000 Est. Cost $21.52 Unrealized
FANG DIAMONDBACK 0.0%
Value $729K Shares 4,150 Est. Cost $68.56 Unrealized
DIA SPDR 0.0%
Value $603K Shares 1,155 Est. Cost $173.70 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value $257K Shares 5,300 Est. Cost $27.59 Unrealized
LAMR LAMAR ADVERTISING CO 0.0%
Value $339K Shares 2,175 Est. Cost $53.99 Unrealized
VTV VANGUARD 0.0%
Value $702K Shares 3,221 Est. Cost $153.49 Unrealized
DBJP XTRACKERS 0.0%
Value $586K Shares 5,105 Est. Cost $45.84 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $1.019M Shares 7,746 Est. Cost $127.18 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.0%
Value $256K Shares 10,000 Est. Cost $12.85 Unrealized
MCO MOODYS CORP 0.0%
Value $851K Shares 1,878 Est. Cost $170.82 Unrealized
MDB MONGODB INC 0.0%
Value $128K Shares 380 Est. Cost $309.26 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $69,465 Shares 161 Est. Cost $119.03 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value $341K Shares 2,359 Est. Cost $84.97 Unrealized
DSI ISHARES 0.0%
Value $342K Shares 2,402 Est. Cost $112.20 Unrealized
COKE COCA COLA BOTTLING 0.0%
Value $596K Shares 3,120 Est. Cost $111.36 Unrealized
MMYT MAKEMYTRIP LTD 0.0%
Value $164K Shares 3,075 Est. Cost $95.21 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $196K Shares 6,000 Est. Cost $29.22 Unrealized
PWR QUANTA 0.0%
Value $194K Shares 270 Est. Cost $486.21 Unrealized
AFL AFLAC INC 0.0%
Value $637K Shares 5,430 Est. Cost $40.77 Unrealized
ULS UL SOLUTIONS INC CL A 0.0%
Value $204K Shares 2,000 Est. Cost $68.16 Unrealized
EBAY EBAY INC 0.0%
Value $239K Shares 2,140 Est. Cost $57.72 Unrealized
MTD METTLER TOLEDO INTL 0.0%
Value $935K Shares 732 Est. Cost $791.79 Unrealized
FTNT FORTINET INC 0.0%
Value $69,129 Shares 450 Est. Cost $80.45 Unrealized
VRT VERTIV HOLDINGS A 0.0%
Value $285K Shares 850 Est. Cost $108.68 Unrealized
NUE NUCOR CORP 0.0%
Value $203K Shares 911 Est. Cost $167.11 Unrealized
IJH ISHARES 0.0%
Value $381K Shares 4,935 Est. Cost $82.30 Unrealized
F FORD MOTOR CO 0.0%
Value $256K Shares 18,452 Est. Cost $12.02 Unrealized
ALNY ALNYLAM PHARMACEUTICALS 0.0%
Value $461K Shares 1,533 Est. Cost $27.94 Unrealized
HPQ HP INC 0.0%
Value $190K Shares 8,657 Est. Cost $11.58 Unrealized
ASGN ASGN INC 0.0%
Value $32,559 Shares 1,822 Est. Cost $102.18 Unrealized
MMM 3M COMPANY 0.0%
Value $441K Shares 2,721 Est. Cost $141.19 Unrealized
VONG VANGUARD 0.0%
Value $308K Shares 2,407 Est. Cost $70.53 Unrealized
PSX PHILLIPS 66 0.0%
Value $570K Shares 3,372 Est. Cost $103.68 Unrealized
IWS ISHARES 0.0%
Value $372K Shares 2,259 Est. Cost $91.80 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value $328K Shares 1,120 Est. Cost $174.06 Unrealized
AUB ATLANTIC UNION BANKSHARES CORP 0.0%
Value $274K Shares 6,473 Est. Cost $27.30 Unrealized
EML EASTERN CO 0.0%
Value $125K Shares 4,500 Est. Cost $27.18 Unrealized
AR ANTERO RESOURCES CORP 0.0%
Value $351K Shares 10,000 Est. Cost $33.33 Unrealized
ITOT ISHARES 0.0%
Value $284K Shares 1,729 Est. Cost $136.97 Unrealized
FTV FORTIVE CORP 0.0%
Value $603K Shares 9,870 Est. Cost $35.35 Unrealized
DOV DOVER CORP 0.0%
Value $835K Shares 3,725 Est. Cost $54.66 Unrealized
RRC RANGE RES CORP 0.0%
Value $174K Shares 4,680 Est. Cost $12.55 Unrealized
NTRS NORTHERN TRUST CORP 0.0%
Value $209K Shares 1,200 Est. Cost $68.90 Unrealized
SPOT SPOTIFY TECH 0.0%
Value $697K Shares 1,517 Est. Cost $688.93 Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $158K Shares 3,835 Est. Cost $24.68 Unrealized
ARKK ARK 0.0%
Value $173K Shares 2,140 Est. Cost $46.35 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $76,397 Shares 150 Est. Cost $303.59 Unrealized
TRV THE TRAVELERS COMPANIES 0.0%
Value $241K Shares 730 Est. Cost $151.44 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $110K Shares 1,202 Est. Cost $62.97 Unrealized
HUM HUMANA INC 0.0%
Value $45,680 Shares 115 Est. Cost $436.73 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value $52,624 Shares 1,233 Est. Cost $96.15 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value $81,816 Shares 1,400 Est. Cost $67.21 Unrealized
TGT TARGET CORP 0.0%
Value $350K Shares 2,676 Est. Cost $63.80 Unrealized
ARKW ARK 0.0%
Value $157K Shares 1,086 Est. Cost $96.96 Unrealized
TD TORONTO-DOMINION BANK 0.0%
Value $136K Shares 1,118 Est. Cost $66.13 Unrealized
CVS CVS HEALTH CORP 0.0%
Value $97,967 Shares 947 Est. Cost $59.10 Unrealized
VONV VANGUARD 0.0%
Value $260K Shares 2,450 Est. Cost $70.29 Unrealized
CINF CINCINNATI FINANCIAL CORP 0.0%
Value $166K Shares 895 Est. Cost $140.91 Unrealized
ADSK AUTODESK INC 0.0%
Value $169K Shares 870 Est. Cost $227.04 Unrealized
MTB M & T BANK CORP 0.0%
Value $275K Shares 1,155 Est. Cost $138.92 Unrealized
FDX FEDEX CORP 0.0%
Value $105K Shares 335 Est. Cost $209.76 Unrealized
APP APPLOVIN CORP 0.0%
Value $83,983 Shares 163 Est. Cost $143.42 Unrealized
TTE TOTAL ENERGIES SE 0.0%
Value $104K Shares 1,334 Est. Cost $71.53 Unrealized
COR CENCORA INC 0.0%
Value $141K Shares 500 Est. Cost $227.88 Unrealized
IWP ISHARES 0.0%
Value $164K Shares 1,122 Est. Cost $102.70 Unrealized
NTAP NETAPP INC 0.0%
Value $46,428 Shares 300 Est. Cost $60.52 Unrealized
EFV ISHARES 0.0%
Value $1.099M Shares 14,359 Est. Cost $59.41 Unrealized
NET CLOUDFLARE INC CL A 0.0%
Value $49,056 Shares 200 Est. Cost $211.53 Unrealized
NVT NVENT 0.0%
Value $67,844 Shares 400 Est. Cost $103.61 Unrealized
PFG PRINCIPAL FINANCIAL GROUP INC 0.0%
Value $102K Shares 950 Est. Cost $54.06 Unrealized
CSX CSX CORP 0.0%
Value $135K Shares 2,850 Est. Cost $30.46 Unrealized
ALL ALLSTATE INSURANCE 0.0%
Value $129K Shares 541 Est. Cost $133.42 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.0%
Value $97,488 Shares 1,523 Est. Cost $79.46 Unrealized
GWW GRAINGER (WW) INC 0.0%
Value $102K Shares 75 Est. Cost $952.71 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $124K Shares 7,132 Est. Cost $37.68 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value $271K Shares 551 Est. Cost $419.02 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $579K Shares 1,682 Est. Cost $330.90 Unrealized
ESGU ISHARES 0.0%
Value $137K Shares 837 Est. Cost $97.46 Unrealized
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value $194K Shares 2,237 Est. Cost $76.34 Unrealized
D DOMINION ENERGY INC 0.0%
Value $215K Shares 3,155 Est. Cost $47.14 Unrealized
STZ CONSTELLATION BRANDS CL A 0.0%
Value $65,372 Shares 470 Est. Cost $192.06 Unrealized
PRGS PROGRESS SOFTWARE 0.0%
Value $60,444 Shares 1,800 Est. Cost $45.01 Unrealized
SIRI SIRIUS XM 0.0%
Value $62,920 Shares 2,130 Est. Cost $31.06 Unrealized
AMTM AMENTUM 0.0%
Value $44,937 Shares 2,174 Est. Cost $28.06 Unrealized
TW TRADEWEB MARKETS INC 0.0%
Value $55,311 Shares 555 Est. Cost $112.64 Unrealized
IEMG ISHARES 0.0%
Value $116K Shares 1,397 Est. Cost $67.61 Unrealized
CPNG COUPANG INC 0.0%
Value $86,850 Shares 5,000 Est. Cost $28.16 Unrealized
DBEU XTRACKERS 0.0%
Value $194K Shares 3,600 Est. Cost $34.17 Unrealized
EFA ISHARES 0.0%
Value $701K Shares 6,749 Est. Cost $75.04 Unrealized
ALLE ALLEGION PLC 0.0%
Value $371K Shares 2,640 Est. Cost $165.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $487K Shares 8,457 Est. Cost $45.60 Unrealized
WM WASTE MANAGEMENT INC 0.0%
Value $379K Shares 1,702 Est. Cost $150.58 Unrealized
NTES NETEASE INC SPONSORED ADR 0.0%
Value $89,698 Shares 700 Est. Cost $119.94 Unrealized
DCI DONALDSON CO INC 0.0%
Value $856K Shares 9,533 Est. Cost $35.17 Unrealized
GIS GENERAL MILLS INC 0.0%
Value $464K Shares 13,338 Est. Cost $34.85 Unrealized
VCR VANGUARD 0.0%
Value $183K Shares 462 Est. Cost $141.50 Unrealized
HASI HA SUSTAINABLE 0.0%
Value $3.108M Shares 79,596 Est. Cost $41.32 Unrealized
ARGT GLOBAL X MSCI ARGENTINA ETF 0.0%
Value $322K Shares 3,525 Est. Cost $84.46 Unrealized
KNSL KINSALE CAP GROUP 0.0%
Value $181K Shares 550 Est. Cost $163.70 Unrealized
WMB WILLIAMS COMPANIES 0.0%
Value $464K Shares 6,245 Est. Cost $57.82 Unrealized
TOL TOLL BROTHERS 0.0%
Value $66,724 Shares 405 Est. Cost $149.96 Unrealized
SOLV SOLVENTUM CORPORATION 0.0%
Value $67,661 Shares 877 Est. Cost $74.50 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value $45,247 Shares 117 Est. Cost $336.70 Unrealized
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value $268K Shares 500 Est. Cost $373.08 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $104K Shares 400 Est. Cost $150.29 Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $346K Shares 2,745 Est. Cost $108.40 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value $24,101 Shares 905 Est. Cost $16.85 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value $76,483 Shares 320 Est. Cost $209.78 Unrealized
JBL JABIL CIRCUIT INC 0.0%
Value $36,235 Shares 94 Est. Cost $248.04 Unrealized
MTUS METALLUS INC 0.0%
Value $156K Shares 8,333 Est. Cost $13.66 Unrealized
AJG GALLAGHER (ARTHUR J) 0.0%
Value $111K Shares 485 Est. Cost $262.13 Unrealized
FE FIRSTENERGY CORP 0.0%
Value $91,800 Shares 1,931 Est. Cost $32.40 Unrealized
CME CME GROUP INC 0.0%
Value $22,083 Shares 100 Est. Cost $269.86 Unrealized
EEM ISHARES 0.0%
Value $64,100 Shares 937 Est. Cost $49.46 Unrealized
AVAV AEROVIRONMENT INC 0.0%
Value $82,535 Shares 500 Est. Cost $110.08 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.0%
Value $153K Shares 2,475 Est. Cost $81.61 Unrealized
AVY AVERY DENNISON CORP 0.0%
Value $132K Shares 816 Est. Cost $172.71 Unrealized
CI CIGNA CORPORATION 0.0%
Value $432K Shares 1,566 Est. Cost $322.87 Unrealized
BBT BEACON FINANCIAL CORP 0.0%
Value $153K Shares 5,031 Est. Cost $24.98 Unrealized
VSTM VERASTEM INC 0.0%
Value $17,190 Shares 4,500 Est. Cost $4.81 Unrealized
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value $64,758 Shares 600 Est. Cost $81.95 Unrealized
FNF FIDELITY NATIONAL FINANCIAL 0.0%
Value $1.073M Shares 22,752 Est. Cost $55.10 Unrealized
VTRS VIATRIS INC 0.0%
Value $40,335 Shares 2,540 Est. Cost $11.40 Unrealized
MIRM MIRUM PHARMACEUTICALS 0.0%
Value $32,545 Shares 278 Est. Cost $71.78 Unrealized
TRP TC ENERGY CORPORATION 0.0%
Value $163K Shares 2,455 Est. Cost $38.13 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value $30,411 Shares 1,008 Est. Cost $13.98 Unrealized
VWO VANGUARD 0.0%
Value $119K Shares 1,986 Est. Cost $45.35 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $162K Shares 1,220 Est. Cost $74.11 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $33,493 Shares 494 Est. Cost $156.58 Unrealized
STLD STEEL DYNAMICS, INC. 0.0%
Value $30,747 Shares 134 Est. Cost $184.13 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value $26,117 Shares 1,225 Est. Cost $75.68 Unrealized
BABA ALIBABA GROUP 0.0%
Value $15,549 Shares 162 Est. Cost $154.78 Unrealized
IXUS ISHARES 0.0%
Value $118K Shares 1,233 Est. Cost $60.51 Unrealized
SAM BOSTON BEER COMPANY 0.0%
Value $11,153 Shares 63 Est. Cost $236.77 Unrealized
HOOD ROBINHOOD MARKETS INC CLASS A 0.0%
Value $16,045 Shares 160 Est. Cost $59.18 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value $11,418 Shares 100 Est. Cost $341.13 Unrealized
SRE SEMPRA ENERGY 0.0%
Value $74,168 Shares 800 Est. Cost $67.12 Unrealized
COGT COGENT BIOSCIENCES 0.0%
Value $77,400 Shares 2,000 Est. Cost $23.55 Unrealized
AAXJ ISHARES 0.0%
Value $32,988 Shares 276 Est. Cost $93.63 Unrealized
MNRO MONRO MUFFLER & BRAKE INC 0.0%
Value $107K Shares 6,250 Est. Cost $44.03 Unrealized
EFG ISHARES 0.0%
Value $93,191 Shares 749 Est. Cost $105.89 Unrealized
GSK GLAXOSMITHKLINE PLC ADR 0.0%
Value $39,839 Shares 760 Est. Cost $35.64 Unrealized
VRSN VERISIGN 0.0%
Value $126K Shares 500 Est. Cost $215.84 Unrealized
YUM YUM! BRANDS 0.0%
Value $342K Shares 2,139 Est. Cost $87.09 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.0%
Value $18,999 Shares 76 Est. Cost $224.98 Unrealized
HUBB HUBBELL INC 0.0%
Value $163K Shares 311 Est. Cost $437.22 Unrealized
CDZI CADIZ INC 0.0%
Value $20,900 Shares 5,000 Est. Cost $3.36 Unrealized
NOK NOKIA CORP ADR 0.0%
Value $13,280 Shares 1,000 Est. Cost $5.31 Unrealized
SO SOUTHERN CO 0.0%
Value $253K Shares 2,646 Est. Cost $52.34 Unrealized
UGI UGI CORP NEW 0.0%
Value $38,063 Shares 1,102 Est. Cost $44.99 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value $43,639 Shares 1,595 Est. Cost $62.89 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value $105K Shares 1,437 Est. Cost $59.93 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.0%
Value $127K Shares 970 Est. Cost $122.26 Unrealized
MNST MONSTER BEVERAGE CORP 0.0%
Value $17,109 Shares 178 Est. Cost $49.10 Unrealized
HAL HALLIBURTON CO 0.0%
Value $33,678 Shares 992 Est. Cost $33.54 Unrealized
SHOP SHOPIFY INC 0.0%
Value $120K Shares 1,050 Est. Cost $128.56 Unrealized
BA BOEING CO 0.0%
Value $662K Shares 3,060 Est. Cost $164.11 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value $137K Shares 1,700 Est. Cost $50.17 Unrealized
AON AON PLC CLASS A 0.0%
Value $57,714 Shares 174 Est. Cost $349.16 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value $37,822 Shares 1,492 Est. Cost $17.51 Unrealized
KR KROGER CO 0.0%
Value $13,994 Shares 252 Est. Cost $36.29 Unrealized
MAR MARRIOTT INTL INC 0.0%
Value $70,412 Shares 190 Est. Cost $330.79 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $26,546 Shares 571 Est. Cost $48.30 Unrealized
FLIN FRANKLIN FTSE INDIA ETF 0.0%
Value $297K Shares 8,340 Est. Cost $39.82 Unrealized
AMLX AMYLYX PHARMACEUTICALS INC 0.0%
Value $32,382 Shares 1,803 Est. Cost $27.01 Unrealized
CASY CASEYS GENERAL STORE INC 0.0%
Value $39,740 Shares 50 Est. Cost $289.31 Unrealized
WY WEYERHAEUSER 0.0%
Value $95,760 Shares 4,000 Est. Cost $31.03 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value $28,155 Shares 105 Est. Cost $201.70 Unrealized
REAL REALREAL INC 0.0%
Value $14,172 Shares 1,202 Est. Cost $1.95 Unrealized
VUSB VANGUARD 0.0%
Value $1.566M Shares 31,460 Est. Cost $49.68 Unrealized
XLU STATE STREET 0.0%
Value $4,217 Shares 93 Est. Cost $71.89 Unrealized
WEN WENDYS COMPANY 0.0%
Value $14,143 Shares 1,706 Est. Cost $8.63 Unrealized
B BARRICK MINING CORPORATION 0.0%
Value $12,672 Shares 345 Est. Cost $48.30 Unrealized
UBCP UNITED BANCORP INC 0.0%
Value $110K Shares 6,917 Est. Cost $7.12 Unrealized
WMS ADVANCED DRAINAGE SYSTEMS INC 0.0%
Value $36,572 Shares 233 Est. Cost $89.88 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value $21,293 Shares 799 Est. Cost $33.28 Unrealized
VST VISTRA ENERGY CORP 0.0%
Value $87,247 Shares 550 Est. Cost $82.71 Unrealized
AER AERCAP HOLDINGS NV 0.0%
Value $1.23M Shares 8,440 Est. Cost $116.62 Unrealized
ENB ENBRIDGE INC 0.0%
Value $1.003M Shares 18,499 Est. Cost $22.69 Unrealized
VTR VENTAS INC 0.0%
Value $44,400 Shares 500 Est. Cost $47.45 Unrealized
ACWI ISHARES 0.0%
Value $25,116 Shares 160 Est. Cost $147.06 Unrealized
OKE ONEOK INC (NEW) 0.0%
Value $220K Shares 2,525 Est. Cost $51.21 Unrealized
ADAMS NATURAL RESOURCES FUND INC 0.0%
Value $27,390 Shares 1,108 Est. Cost $16.54 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value $6,705 Shares 38 Est. Cost $280.45 Unrealized
QSR RESTAURANT BRANDS 0.0%
Value $31,324 Shares 432 Est. Cost $68.91 Unrealized
BALL BALL CORP 0.0%
Value $943K Shares 15,115 Est. Cost $60.20 Unrealized
HXL HEXCEL CORP NEW 0.0%
Value $10,006 Shares 100 Est. Cost $57.65 Unrealized
SMCI SUPER MICRO COMPUTER 0.0%
Value $11,732 Shares 400 Est. Cost $37.94 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $50,227 Shares 695 Est. Cost $63.14 Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $50,840 Shares 1,907 Est. Cost $28.24 Unrealized
KAI KADANT INC 0.0%
Value $40,850 Shares 130 Est. Cost $171.97 Unrealized
BCPC BALCHEM CORP 0.0%
Value $38,859 Shares 230 Est. Cost $41.81 Unrealized
IEX IDEX CORP 0.0%
Value $11,348 Shares 50 Est. Cost $199.09 Unrealized
VDE VANGUARD 0.0%
Value $16,214 Shares 108 Est. Cost $112.89 Unrealized
VGIT VANGUARD 0.0%
Value $158K Shares 2,676 Est. Cost $58.90 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value $41,265 Shares 666 Est. Cost $54.90 Unrealized
WPC W P CAREY INC 0.0%
Value $698K Shares 9,756 Est. Cost $67.17 Unrealized
TTEK TETRA TECH INC 0.0%
Value $26,001 Shares 900 Est. Cost $41.49 Unrealized
ONON ON HOLDING AG CL A 0.0%
Value $20,898 Shares 590 Est. Cost $39.28 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value $283K Shares 2,065 Est. Cost $82.97 Unrealized
CC THE CHEMOURS COMPANY 0.0%
Value $9,439 Shares 460 Est. Cost $27.18 Unrealized
VGNT VERSIGENT LIMITED 0.0%
Value $3,781 Shares 90 Est. Cost $31.14 Unrealized
ZION ZIONS BANCORP 0.0%
Value $8,302 Shares 120 Est. Cost $56.00 Unrealized
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value $20,937 Shares 926 Est. Cost $41.41 Unrealized
AEG AEGON LTD 0.0%
Value $13,588 Shares 1,610 Est. Cost $5.78 Unrealized
GM GENERAL MOTORS CO 0.0%
Value $105K Shares 1,360 Est. Cost $51.75 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value $21,265 Shares 168 Est. Cost $88.49 Unrealized
WDAY WORKDAY INC 0.0%
Value $10,160 Shares 83 Est. Cost $172.62 Unrealized
MTN VAIL RESORTS INC 0.0%
Value $12,934 Shares 95 Est. Cost $108.47 Unrealized
NVAX NOVAVAX INC 0.0%
Value $5,369 Shares 570 Est. Cost $7.86 Unrealized
SPSM SPDR 0.0%
Value $6,055 Shares 105 Est. Cost $35.89 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value $5,503 Shares 466 Est. Cost $48.91 Unrealized
WST WEST PHARMACEUTICAL SERVICES INC 0.0%
Value $2,513 Shares 7 Est. Cost $251.95 Unrealized
EBC EASTERN BANKSHARES INC 0.0%
Value $10,898 Shares 490 Est. Cost $14.97 Unrealized
KD KYNDRYL HOLDINGS INCORPORATION 0.0%
Value $8,383 Shares 741 Est. Cost $21.10 Unrealized
XLI STATE STREET 0.0%
Value $8,520 Shares 46 Est. Cost $154.78 Unrealized
NXT NEXTRACKER INC CLASS A 0.0%
Value $59,570 Shares 500 Est. Cost $48.45 Unrealized
PFS PROVIDENT FINANCIAL SERVICES 0.0%
Value $8,605 Shares 364 Est. Cost $21.51 Unrealized
RMD RESMED INC 0.0%
Value $3,313 Shares 17 Est. Cost $217.42 Unrealized
ALC ALCON INC 0.0%
Value $3,355 Shares 50 Est. Cost $89.86 Unrealized
SPMD SPDR 0.0%
Value $6,080 Shares 90 Est. Cost $42.71 Unrealized
MGV VANGUARD 0.0%
Value $5,721 Shares 35 Est. Cost $138.28 Unrealized
LPLA LPL FINL HLDGS INC COM 0.0%
Value $4,507 Shares 16 Est. Cost $356.93 Unrealized
KMI KINDER MORGAN INC CLASS P 0.0%
Value $22,091 Shares 691 Est. Cost $29.74 Unrealized
VSGX VANGUARD 0.0%
Value $6,094 Shares 74 Est. Cost $77.03 Unrealized
HLN HALEON PLC 0.0%
Value $8,864 Shares 950 Est. Cost $8.38 Unrealized
NAK NORTHERN DYNASTY 0.0%
Value $5,760 Shares 3,000 Est. Cost $0.56 Unrealized
TKO TKO GROUP HOLDINGS, INC. 0.0%
Value $24,157 Shares 120 Est. Cost $205.58 Unrealized
APTV APTIV PLC 0.0%
Value $16,696 Shares 272 Est. Cost $80.93 Unrealized
BNTX BIONTECH SE ADR 0.0%
Value $17,680 Shares 190 Est. Cost $92.49 Unrealized
FERG FERGUSON ENTERPRISES INC 0.0%
Value $4,272 Shares 18 Est. Cost $251.07 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value $18,380 Shares 500 Est. Cost $25.26 Unrealized
BAM BROOKFIELD ASSET MANAGEMENT LTD 0.0%
Value $257K Shares 5,730 Est. Cost $58.69 Unrealized
IBDT ISHARES 0.0%
Value $202K Shares 8,000 Est. Cost $25.06 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value $12,441 Shares 9 Est. Cost $960.73 Unrealized
TPZ TORTOISE CAPITAL 0.0%
Value $11,854 Shares 542 Est. Cost $20.79 Unrealized
MGNX MACROGENICS INC 0.0%
Value $984 Shares 213 Est. Cost $29.29 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value $2,513 Shares 14 Est. Cost $203.75 Unrealized
SUN SUNOCO LP 0.0%
Value $5,130 Shares 76 Est. Cost $65.07 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value $1,474 Shares 22 Est. Cost $81.71 Unrealized
COO COOPER COS INC 0.0%
Value $21,298 Shares 297 Est. Cost $82.14 Unrealized
IGSB ISHARES 0.0%
Value $66,613 Shares 1,271 Est. Cost $51.07 Unrealized
SPIB SPDR 0.0%
Value $43,833 Shares 1,310 Est. Cost $32.51 Unrealized
SCZ ISHARES 0.0%
Value $18,922 Shares 230 Est. Cost $64.39 Unrealized
ZM ZOOM COMMUNICATIONS-A 0.0%
Value $1,467 Shares 17 Est. Cost $333.04 Unrealized
VNLA JANUS HENDERSON 0.0%
Value $49,060 Shares 1,004 Est. Cost $49.57 Unrealized
RUN SUNRUN INC 0.0%
Value $13,380 Shares 1,000 Est. Cost $61.05 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value $21,921 Shares 440 Est. Cost $51.15 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value $16,921 Shares 147 Est. Cost $147.69 Unrealized
PHO INVESCO 0.0%
Value $14,230 Shares 206 Est. Cost $52.78 Unrealized
IBDR ISHARES 0.0%
Value $48,460 Shares 2,000 Est. Cost $23.96 Unrealized
JPST JPMORGAN 0.0%
Value $42,327 Shares 837 Est. Cost $50.36 Unrealized
SHM SPDR 0.0%
Value $64,753 Shares 1,350 Est. Cost $48.79 Unrealized
PLD PROLOGIS INC COM 0.0%
Value $3,522 Shares 26 Est. Cost $129.05 Unrealized
CHPT CHARGEPOINT HOLDINGS INC 0.0%
Value $266 Shares 45 Est. Cost $11.45 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $2,460 Shares 12 Est. Cost $136.18 Unrealized
RIGL RIGEL PHARMACEUTICALS INC 0.0%
Value $106 Shares 3 Est. Cost $11.76 Unrealized
POOL POOL CORP 0.0%
Value $403K Shares 1,875 Est. Cost $92.33 Unrealized
PAGS PAGSEGURO DIGITAL LTD 0.0%
Value $90 Shares 10 Est. Cost $25.63 Unrealized
GME GAMESTOP CORP 0.0%
Value $265 Shares 12 Est. Cost $36.61 Unrealized
WAB WABTEC CORP 0.0%
Value $1,078 Shares 4 Est. Cost $87.97 Unrealized
GME/WS GAMESTOP CORP 0.0%
Value $3 Shares 1 Est. Cost $4.00 Unrealized
DISV DIMENSIONAL 0.0%
Value $176K Shares 6,060 Est. Cost $29.08 Unrealized