Fayez Sarofim & Co Diversified Active

CIK: 0000937729 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $23,334,120 (100.0% shares, 0.0% debt)

Holdings (267)

AAPL AppleInc. 9.3%
Value ($000) $2,164,100 Shares 18,686,646 Est. Cost $84.52 Unrealized +25.4%
MSFT MicrosoftCorp 6.6%
Value ($000) $1,534,079 Shares 7,293,673 Est. Cost $70.18 Unrealized +186.1%
KO Coca-ColaCo 4.5%
Value ($000) $1,048,252 Shares 21,232,562 Est. Cost $28.59 Unrealized +42.7%
PM PhilipMorrisInt'lInc. 4.5%
Value ($000) $1,038,871 Shares 13,853,454 Est. Cost $50.26 Unrealized +17.1%
TROW Price(TRowe)GroupInc. 4.4%
Value ($000) $1,031,936 Shares 8,048,165 Est. Cost $47.69 Unrealized +120.1%
META FacebookInc. 4.3%
Value ($000) $992,336 Shares 3,788,986 Est. Cost $122.96 Unrealized +108.3%
AMZN Amazon.comInc 3.0%
Value ($000) $709,441 Shares 225,310 Est. Cost $95.15 Unrealized +65.7%
GOOG Alphabet,Inc.ClassC(Non-voting) 2.5%
Value ($000) $588,134 Shares 400,200 Est. Cost $50.17 Unrealized +50.9%
MO AltriaGroupInc. 2.3%
Value ($000) $531,485 Shares 13,754,776 Est. Cost $16.96 Unrealized +60.3%
PG Procter&Gamble 2.2%
Value ($000) $506,448 Shares 3,643,780 Est. Cost $59.07 Unrealized +96.9%
MCD McDonaldsCorp 2.1%
Value ($000) $500,859 Shares 2,281,923 Est. Cost $81.68 Unrealized +122.1%
TXN TexasInstruments 2.1%
Value ($000) $498,282 Shares 3,489,620 Est. Cost $40.87 Unrealized +185.9%
ABT AbbottLaboratories 2.1%
Value ($000) $488,803 Shares 4,491,437 Est. Cost $39.21 Unrealized +135.5%
SPGI S&PGlobalInc. 2.1%
Value ($000) $484,145 Shares 1,342,612 Est. Cost $141.42 Unrealized +138.6%
V VisaInc. 2.0%
Value ($000) $465,797 Shares 2,329,333 Est. Cost $98.40 Unrealized +95.3%
PEP PepsiCoInc 1.9%
Value ($000) $432,675 Shares 3,121,748 Est. Cost $67.00 Unrealized +71.9%
JPM JPMorganChase&Co. 1.8%
Value ($000) $409,761 Shares 4,256,376 Est. Cost $40.66 Unrealized +110.1%
CMCSA ComcastCorpClassA 1.7%
Value ($000) $391,202 Shares 8,456,594 Est. Cost $26.34 Unrealized +42.8%
UNP UnionPacificCorp 1.7%
Value ($000) $390,467 Shares 1,983,371 Est. Cost $82.84 Unrealized +99.0%
APD AirProducts&Chemicals 1.6%
Value ($000) $384,839 Shares 1,292,012 Est. Cost $138.87 Unrealized +81.3%
CVX ChevronCorp. 1.6%
Value ($000) $364,130 Shares 5,057,373 Est. Cost $71.15 Unrealized -6.5%
MDLZ MondelezInternational 1.6%
Value ($000) $362,776 Shares 6,314,642 Est. Cost $23.53 Unrealized +106.4%
EL EsteeLauderCompaniesClassA 1.5%
Value ($000) $348,561 Shares 1,597,075 Est. Cost $82.05 Unrealized +132.6%
NVO Novo-NordiskASADR 1.5%
Value ($000) $347,163 Shares 5,000,177 Est. Cost $67.47 Unrealized
BlackrockInc 1.5%
Value ($000) $338,368 Shares 600,421 Est. Cost $346.08 Unrealized
JNJ Johnson&Johnson 1.4%
Value ($000) $315,228 Shares 2,117,335 Est. Cost $66.29 Unrealized +91.6%
CB ChubbLtd. 1.3%
Value ($000) $291,724 Shares 2,512,266 Est. Cost $98.87 Unrealized +17.1%
UNH UnitedHealthGroupInc 1.3%
Value ($000) $291,677 Shares 935,554 Est. Cost $185.56 Unrealized +51.5%
ABBV AbbvieInc. 1.2%
Value ($000) $278,624 Shares 3,181,003 Est. Cost $32.24 Unrealized +136.7%
MRK Merck&CoInc 1.2%
Value ($000) $270,776 Shares 3,264,327 Est. Cost $32.59 Unrealized +102.3%
BK BankofNewYorkMellonCorp. 1.1%
Value ($000) $253,916 Shares 7,394,174 Est. Cost $21.22 Unrealized +46.9%
EPD EnterpriseProductsPartners,LP(MLP) 1.1%
Value ($000) $252,536 Shares 15,993,368 Est. Cost $47.61 Unrealized
CanadianPacificRailway 1.0%
Value ($000) $238,563 Shares 783,639 Est. Cost $173.79 Unrealized
PGR ProgressiveCorpOhio 1.0%
Value ($000) $231,296 Shares 2,443,180 Est. Cost $65.19 Unrealized +17.3%
ASML ASMLHoldingsNV-NYRegisteredSharesADR 1.0%
Value ($000) $225,760 Shares 611,368 Est. Cost $184.90 Unrealized
XOM ExxonMobilCorp 0.9%
Value ($000) $210,677 Shares 6,136,832 Est. Cost $54.96 Unrealized -41.2%
DIS WaltDisneyCompany 0.9%
Value ($000) $210,480 Shares 1,696,329 Est. Cost $83.45 Unrealized +46.3%
ISRG IntuitiveSurgicalInc. 0.9%
Value ($000) $206,285 Shares 290,729 Est. Cost $147.22 Unrealized +52.5%
ICE IntercontinentalExchange,Inc. 0.9%
Value ($000) $205,801 Shares 2,056,985 Est. Cost $65.99 Unrealized +39.4%
EatonVanceCorp(non-voting) 0.8%
Value ($000) $196,854 Shares 5,160,000 Est. Cost $37.59 Unrealized
NKE NIKEIncClassB 0.7%
Value ($000) $170,589 Shares 1,358,834 Est. Cost $60.44 Unrealized +64.8%
MA MastercardInc. 0.7%
Value ($000) $169,791 Shares 502,084 Est. Cost $231.25 Unrealized +36.5%
KMI KinderMorganInc. 0.7%
Value ($000) $164,399 Shares 13,333,337 Est. Cost $21.17 Unrealized -52.2%
ADBE AdobeSystemsInc 0.6%
Value ($000) $148,159 Shares 302,102 Est. Cost $413.57 Unrealized +12.5%
SHW Sherwin-WilliamsCo 0.6%
Value ($000) $142,592 Shares 204,655 Est. Cost $141.25 Unrealized +47.4%
ADP AutomaticDataProcessing 0.6%
Value ($000) $139,564 Shares 1,000,531 Est. Cost $50.81 Unrealized +146.0%
BRK/A BerkshireHathawayClA 0.6%
Value ($000) $133,760 Shares 418 Est. Cost $223431.92 Unrealized +37.3%
INTU IntuitInc 0.6%
Value ($000) $131,969 Shares 404,553 Est. Cost $282.76 Unrealized +7.0%
WMT Wal-MartStoresInc 0.5%
Value ($000) $122,181 Shares 873,291 Est. Cost $20.72 Unrealized +99.4%
VRSK VeriskAnalyticsInc. 0.5%
Value ($000) $114,733 Shares 619,143 Est. Cost $107.68 Unrealized +64.2%
BR BroadridgeFinancialSolutions 0.4%
Value ($000) $102,414 Shares 775,865 Est. Cost $108.96 Unrealized +12.1%
RTX RaytheonTechnologiesCorporation 0.4%
Value ($000) $99,651 Shares 1,731,843 Est. Cost $54.61 Unrealized -1.7%
Lindeplc 0.4%
Value ($000) $96,870 Shares 406,791 Est. Cost $156.04 Unrealized
Z ZillowGroup,Inc.ClassC 0.3%
Value ($000) $79,874 Shares 786,240 Est. Cost $26.10 Unrealized +199.2%
DEO DiageoPLCSponsoredADR 0.3%
Value ($000) $78,826 Shares 572,620 Est. Cost $119.19 Unrealized
INTC IntelCorporation 0.3%
Value ($000) $73,327 Shares 1,416,141 Est. Cost $17.32 Unrealized +168.6%
BRK/B BerkshireHathawayClB 0.3%
Value ($000) $70,866 Shares 332,795 Est. Cost $196.51 Unrealized +4.1%
STT StateStreetCorp 0.3%
Value ($000) $69,966 Shares 1,179,269 Est. Cost $55.36 Unrealized -1.5%
AXP AmericanExpressCo 0.3%
Value ($000) $67,090 Shares 669,221 Est. Cost $63.78 Unrealized +44.1%
KMPR KemperCorp 0.3%
Value ($000) $66,380 Shares 993,262 Est. Cost $32.43 Unrealized +134.1%
MASI MasimoCorporation 0.3%
Value ($000) $62,560 Shares 265,015 Est. Cost $220.96 Unrealized +1.5%
IHSMarkitLtd. 0.2%
Value ($000) $54,050 Shares 688,455 Est. Cost $78.49 Unrealized
OTIS OtisWorldwideCorporation 0.2%
Value ($000) $51,676 Shares 827,851 Est. Cost $47.48 Unrealized +18.9%
KelloggCo 0.2%
Value ($000) $43,815 Shares 678,354 Est. Cost $38.95 Unrealized +34.3%
COP ConocoPhillips 0.2%
Value ($000) $43,728 Shares 1,331,519 Est. Cost $39.96 Unrealized -21.9%
ZG ZillowGroup,Inc.ClassA 0.2%
Value ($000) $39,917 Shares 393,120 Est. Cost $33.04 Unrealized +135.6%
TGT TargetCorp 0.2%
Value ($000) $39,370 Shares 250,092 Est. Cost $48.64 Unrealized +144.0%
HD HomeDepotInc 0.2%
Value ($000) $39,369 Shares 141,763 Est. Cost $61.43 Unrealized +286.8%
NVS NovartisAGSponADR 0.2%
Value ($000) $37,007 Shares 425,555 Est. Cost $80.05 Unrealized
ZTS ZoetisInc. 0.2%
Value ($000) $35,250 Shares 213,154 Est. Cost $31.40 Unrealized +367.2%
TDY TeledyneTechnologiesInc 0.1%
Value ($000) $30,991 Shares 99,903 Est. Cost $76.20 Unrealized +314.0%
PSX Phillips66 0.1%
Value ($000) $30,530 Shares 588,933 Est. Cost $40.64 Unrealized +20.7%
PFE PfizerInc 0.1%
Value ($000) $26,476 Shares 721,403 Est. Cost $19.57 Unrealized +38.5%
BX BlackstoneGroupInc.ClassA 0.1%
Value ($000) $25,445 Shares 487,459 Est. Cost $40.58 Unrealized +9.7%
CHTR CharterCommunications,Inc.ClassA 0.1%
Value ($000) $22,280 Shares 35,686 Est. Cost $217.64 Unrealized +171.1%
BUD AnheuserBuschInbevSA/NVSponADR 0.1%
Value ($000) $22,187 Shares 411,770 Est. Cost $109.68 Unrealized
WalgreensBootsAllianceInc. 0.1%
Value ($000) $22,139 Shares 616,349 Est. Cost $76.30 Unrealized
LECO LincolnElectricHldgs 0.1%
Value ($000) $21,123 Shares 229,500 Est. Cost $55.95 Unrealized +64.8%
BABA AlibabaGroupHoldingLtd.SponsoredADR 0.1%
Value ($000) $18,840 Shares 64,089 Est. Cost $204.93 Unrealized
RoyalDutchShellplcADR 0.1%
Value ($000) $17,303 Shares 687,432 Est. Cost $63.41 Unrealized
HessCorporation 0.1%
Value ($000) $16,434 Shares 401,513 Est. Cost $58.72 Unrealized
ALG AlamoGroupInc 0.1%
Value ($000) $16,367 Shares 151,500 Est. Cost $38.15 Unrealized +170.8%
STZ ConstellationBrandsInc. 0.1%
Value ($000) $13,887 Shares 73,275 Est. Cost $140.84 Unrealized +18.6%
SBUX StarbucksCorp 0.1%
Value ($000) $12,378 Shares 144,073 Est. Cost $53.93 Unrealized +31.3%
TotalSAADR 0.1%
Value ($000) $12,288 Shares 358,255 Est. Cost $47.53 Unrealized
CW Curtiss-WrightCorp 0.0%
Value ($000) $10,393 Shares 111,440 Est. Cost $46.15 Unrealized +103.3%
PAA PlainsAllAmericanPipelineL.P.(MLP) 0.0%
Value ($000) $10,061 Shares 1,682,357 Est. Cost $51.94 Unrealized
T AT&TInc. 0.0%
Value ($000) $9,482 Shares 332,603 Est. Cost $14.14 Unrealized +10.0%
DLR DigitalRealtyTrustInc. 0.0%
Value ($000) $8,844 Shares 60,259 Est. Cost $103.69 Unrealized +19.8%
AMGN AmgenInc 0.0%
Value ($000) $7,786 Shares 30,636 Est. Cost $127.45 Unrealized +64.4%
CARR CarrierGlobalCorp. 0.0%
Value ($000) $7,720 Shares 252,779 Est. Cost $17.13 Unrealized +53.9%
MMM 3MCompany 0.0%
Value ($000) $7,106 Shares 44,361 Est. Cost $92.59 Unrealized +19.2%
BAC BankofAmerica 0.0%
Value ($000) $6,835 Shares 283,700 Est. Cost $13.06 Unrealized +67.1%
KHC KraftHeinzCo.(The) 0.0%
Value ($000) $6,684 Shares 223,168 Est. Cost $48.02 Unrealized -46.1%
NEE NextEraEnergyInc. 0.0%
Value ($000) $6,673 Shares 24,041 Est. Cost $35.41 Unrealized +70.2%
GILD GileadSciencesInc 0.0%
Value ($000) $6,092 Shares 96,407 Est. Cost $56.72 Unrealized -1.1%
CSCO CiscoSystemsInc 0.0%
Value ($000) $5,593 Shares 142,003 Est. Cost $16.44 Unrealized +125.4%
VZ VerizonCommunications 0.0%
Value ($000) $5,360 Shares 90,107 Est. Cost $35.50 Unrealized +19.9%
PLD PrologisInc. 0.0%
Value ($000) $5,262 Shares 52,300 Est. Cost $58.51 Unrealized +47.3%
AmericanNationalGroup,Inc. 0.0%
Value ($000) $5,044 Shares 74,698 Est. Cost $67.53 Unrealized
LLY EliLilly&Co 0.0%
Value ($000) $4,828 Shares 32,622 Est. Cost $112.50 Unrealized +29.6%
COST CostcoWholesaleCorp 0.0%
Value ($000) $4,425 Shares 12,463 Est. Cost $113.05 Unrealized +173.4%
SBR SabineRoyaltyTrust 0.0%
Value ($000) $4,401 Shares 151,249 Est. Cost $51.68 Unrealized
SJM Smucker(JM)Co 0.0%
Value ($000) $4,230 Shares 36,624 Est. Cost $70.84 Unrealized +31.9%
FOXA FoxCorporationClassA 0.0%
Value ($000) $4,131 Shares 148,417 Est. Cost $35.41 Unrealized -30.4%
GOOGL Alphabet,Inc.ClassA 0.0%
Value ($000) $3,967 Shares 2,707 Est. Cost $41.47 Unrealized +82.4%
LUV SouthwestAirlinesCo 0.0%
Value ($000) $3,818 Shares 101,782 Est. Cost $42.20 Unrealized -21.7%
LMT LockheedMartinCorp 0.0%
Value ($000) $3,691 Shares 9,630 Est. Cost $290.42 Unrealized +13.3%
UnileverNV 0.0%
Value ($000) $3,642 Shares 60,291 Est. Cost $56.59 Unrealized
FMX FomentoEconomicoMexicanoSABdeCVSponsoredADR 0.0%
Value ($000) $3,627 Shares 64,560 Est. Cost $103.19 Unrealized
CAT CaterpillarInc 0.0%
Value ($000) $3,589 Shares 24,062 Est. Cost $65.20 Unrealized +94.5%
CL ColgatePalmoliveCo 0.0%
Value ($000) $3,567 Shares 46,233 Est. Cost $47.71 Unrealized +41.2%
EOG EOGResourcesInc 0.0%
Value ($000) $3,493 Shares 97,180 Est. Cost $63.95 Unrealized -45.5%
CDKGlobalInc. 0.0%
Value ($000) $3,376 Shares 77,458 Est. Cost $39.71 Unrealized
LEG Leggett&PlattInc 0.0%
Value ($000) $3,294 Shares 80,000 Est. Cost $32.56 Unrealized +21.9%
BIIB BiogenInc. 0.0%
Value ($000) $3,276 Shares 11,548 Est. Cost $271.82 Unrealized +2.6%
SCI ServiceCorpIntl 0.0%
Value ($000) $3,142 Shares 74,500 Est. Cost $30.09 Unrealized +41.8%
WFC WellsFargo&Co 0.0%
Value ($000) $3,071 Shares 130,626 Est. Cost $32.52 Unrealized -32.9%
NSC NorfolkSouthernCorp 0.0%
Value ($000) $3,061 Shares 14,301 Est. Cost $69.23 Unrealized +159.9%
PAGP PlainsGPHoldgsLP(MLP) 0.0%
Value ($000) $3,009 Shares 494,052 Est. Cost $6.74 Unrealized
ReataPharmaceuticals,Inc.ClassA 0.0%
Value ($000) $2,935 Shares 30,129 Est. Cost $34.98 Unrealized
FOX FoxCorporationClassB 0.0%
Value ($000) $2,911 Shares 104,098 Est. Cost $34.51 Unrealized -28.7%
ORCL OracleCorp 0.0%
Value ($000) $2,801 Shares 46,916 Est. Cost $29.97 Unrealized +76.0%
BTI BritishAmericanTobacco 0.0%
Value ($000) $2,793 Shares 77,250 Est. Cost $87.58 Unrealized
MDT MedtronicPLC 0.0%
Value ($000) $2,657 Shares 25,563 Est. Cost $59.83 Unrealized +44.1%
IBM IntlBusinessMachinesCorp 0.0%
Value ($000) $2,537 Shares 20,852 Est. Cost $118.94 Unrealized -21.1%
ITW IllinoisToolWorksInc 0.0%
Value ($000) $2,514 Shares 13,010 Est. Cost $77.87 Unrealized +114.9%
SunnovaEnergyInternationalInc 0.0%
Value ($000) $2,335 Shares 76,771 Est. Cost $10.75 Unrealized
BKNG BookingHoldingsInc. 0.0%
Value ($000) $2,285 Shares 1,336 Est. Cost $1930.97 Unrealized -10.5%
SLB SchlumbergerLtd 0.0%
Value ($000) $2,228 Shares 124,794 Est. Cost $42.39 Unrealized -61.0%
SYY SyscoCorp 0.0%
Value ($000) $2,170 Shares 34,872 Est. Cost $28.39 Unrealized +77.6%
DUK DukeEnergyCorporation 0.0%
Value ($000) $2,166 Shares 24,459 Est. Cost $42.32 Unrealized +57.7%
ACN AccenturePlcIreland 0.0%
Value ($000) $2,126 Shares 9,409 Est. Cost $136.39 Unrealized +55.6%
OKE ONEOKInc 0.0%
Value ($000) $2,041 Shares 78,544 Est. Cost $31.56 Unrealized -36.8%
GIS GeneralMillsInc 0.0%
Value ($000) $2,028 Shares 32,878 Est. Cost $40.31 Unrealized +29.3%
CPT CamdenPropertyTrust 0.0%
Value ($000) $1,993 Shares 22,395 Est. Cost $59.15 Unrealized +26.4%
GRFS GrifolsS.A.SponADR 0.0%
Value ($000) $1,934 Shares 111,452 Est. Cost $21.97 Unrealized
HON HoneywellInt'lInc 0.0%
Value ($000) $1,899 Shares 11,539 Est. Cost $75.63 Unrealized +76.2%
AVB AvalonbayCommunitiesInc 0.0%
Value ($000) $1,808 Shares 12,105 Est. Cost $138.09 Unrealized -8.2%
CSX CSXCorp 0.0%
Value ($000) $1,735 Shares 22,340 Est. Cost $6.86 Unrealized +234.4%
LOW Lowe'sCosInc 0.0%
Value ($000) $1,686 Shares 10,168 Est. Cost $69.55 Unrealized +101.1%
FISV FiservInc 0.0%
Value ($000) $1,612 Shares 15,644 Est. Cost $62.81 Unrealized +58.6%
EW EdwardsLifesciencesCorp 0.0%
Value ($000) $1,605 Shares 20,106 Est. Cost $67.86 Unrealized +15.0%
WYNN WynnResortsLtd. 0.0%
Value ($000) $1,508 Shares 21,000 Est. Cost $96.16 Unrealized -19.9%
PYPL PayPalHoldingsInc. 0.0%
Value ($000) $1,463 Shares 7,425 Est. Cost $64.47 Unrealized +191.5%
MRSH Marsh&McLennanCos,Inc 0.0%
Value ($000) $1,463 Shares 12,750 Est. Cost $32.49 Unrealized +225.1%
PremierInc.ClassA 0.0%
Value ($000) $1,449 Shares 44,134 Est. Cost $32.83 Unrealized
RL RalphLaurenCorp. 0.0%
Value ($000) $1,421 Shares 20,900 Est. Cost $84.00 Unrealized -23.4%
EMR EmersonElectricCo. 0.0%
Value ($000) $1,411 Shares 21,513 Est. Cost $44.08 Unrealized +33.3%
SPY SPDRS&P500ETFTrust 0.0%
Value ($000) $1,404 Shares 4,192 Est. Cost $307.69 Unrealized
QQQ InvescoQQQTrust 0.0%
Value ($000) $1,315 Shares 4,734 Est. Cost $184.65 Unrealized
DD DuPontdeNemours,Inc. 0.0%
Value ($000) $1,304 Shares 23,502 Est. Cost $27.24 Unrealized -22.6%
RACE FerrariNV 0.0%
Value ($000) $1,289 Shares 7,000 Est. Cost $122.16 Unrealized +52.3%
BAX BaxterInternationalInc 0.0%
Value ($000) $1,226 Shares 15,244 Est. Cost $31.70 Unrealized +137.3%
WMB WilliamsCosInc 0.0%
Value ($000) $1,218 Shares 62,000 Est. Cost $16.27 Unrealized -5.3%
XilinxInc 0.0%
Value ($000) $1,214 Shares 11,650 Est. Cost $40.15 Unrealized
DHR DanaherCorp 0.0%
Value ($000) $1,169 Shares 5,428 Est. Cost $63.23 Unrealized +174.7%
BMY Bristol-MyersSquibbCo 0.0%
Value ($000) $1,141 Shares 18,924 Est. Cost $37.35 Unrealized +30.1%
BSM BlackStoneMineralsLP(MLP) 0.0%
Value ($000) $1,133 Shares 184,465 Est. Cost $13.68 Unrealized
GD GeneralDynamicsCorp 0.0%
Value ($000) $1,106 Shares 7,993 Est. Cost $88.21 Unrealized +48.6%
DOW Dow,Inc. 0.0%
Value ($000) $1,092 Shares 23,202 Est. Cost $36.37 Unrealized -7.9%
WorldWrestlingEntertainmentInc 0.0%
Value ($000) $1,015 Shares 25,070 Est. Cost $10.29 Unrealized
TRV TravelersCompanies,Inc. 0.0%
Value ($000) $939 Shares 8,680 Est. Cost $72.48 Unrealized +41.4%
APH AmphenolCorp 0.0%
Value ($000) $937 Shares 8,652 Est. Cost $15.96 Unrealized +57.0%
DE Deere&Co 0.0%
Value ($000) $932 Shares 4,206 Est. Cost $150.38 Unrealized +19.5%
BALL BallCorp 0.0%
Value ($000) $906 Shares 10,900 Est. Cost $27.86 Unrealized +158.8%
BDX BectonDickinson 0.0%
Value ($000) $901 Shares 3,873 Est. Cost $140.44 Unrealized +60.5%
FCX FreeportMcMoRanInc. 0.0%
Value ($000) $897 Shares 57,370 Est. Cost $21.07 Unrealized -35.9%
AMT AmericanTowerREITInc. 0.0%
Value ($000) $883 Shares 3,653 Est. Cost $172.14 Unrealized +25.9%
KEX KirbyCorp 0.0%
Value ($000) $869 Shares 24,012 Est. Cost $76.13 Unrealized -42.1%
FBIN FortuneBrandsHome&Security 0.0%
Value ($000) $849 Shares 9,816 Est. Cost $27.93 Unrealized +120.7%
BancorpSouthBank 0.0%
Value ($000) $810 Shares 41,800 Est. Cost $31.46 Unrealized
TFX TeleflexInc 0.0%
Value ($000) $787 Shares 2,312 Est. Cost $156.93 Unrealized +128.2%
CCEP Coca-ColaEuropeanPartnersPLC 0.0%
Value ($000) $699 Shares 18,000 Est. Cost $28.83 Unrealized +19.2%
IDXX IdexxLabsInc. 0.0%
Value ($000) $690 Shares 1,754 Est. Cost $128.63 Unrealized +187.4%
OVV OvintivInc 0.0%
Value ($000) $667 Shares 81,733 Est. Cost $10.56 Unrealized -2.3%
ROK RockwellAutomation 0.0%
Value ($000) $654 Shares 2,965 Est. Cost $83.76 Unrealized +143.2%
IMO ImperialOilLtd 0.0%
Value ($000) $631 Shares 52,750 Est. Cost $30.72 Unrealized -56.0%
BA BoeingCo 0.0%
Value ($000) $628 Shares 3,802 Est. Cost $119.81 Unrealized +42.3%
KMB Kimberly-ClarkCorp 0.0%
Value ($000) $625 Shares 4,233 Est. Cost $94.76 Unrealized +30.3%
CCK CrownHoldingsInc. 0.0%
Value ($000) $623 Shares 8,100 Est. Cost $40.68 Unrealized +70.9%
CTVA CortevaInc 0.0%
Value ($000) $610 Shares 21,186 Est. Cost $25.02 Unrealized +5.9%
NWSA NewsCorpClassA(LimitedVoting) 0.0%
Value ($000) $610 Shares 43,551 Est. Cost $15.15 Unrealized -12.4%
TMO ThermoFisherScientific 0.0%
Value ($000) $610 Shares 1,382 Est. Cost $316.25 Unrealized +28.8%
RF RegionsFinancialCorp. 0.0%
Value ($000) $592 Shares 51,365 Est. Cost $5.82 Unrealized +54.1%
REGN RegeneronPharmaceuticals 0.0%
Value ($000) $592 Shares 1,058 Est. Cost $375.71 Unrealized +60.5%
ITGR IntegerHoldingsCorporation 0.0%
Value ($000) $590 Shares 10,000 Est. Cost $25.58 Unrealized +160.9%
QCOM QualcommInc 0.0%
Value ($000) $583 Shares 4,960 Est. Cost $72.12 Unrealized +31.9%
CME CMEGroupInc. 0.0%
Value ($000) $581 Shares 3,470 Est. Cost $152.45 Unrealized -10.6%
SYK StrykerCorp 0.0%
Value ($000) $581 Shares 2,785 Est. Cost $118.07 Unrealized +55.5%
BEN FranklinResourcesInc 0.0%
Value ($000) $546 Shares 26,840 Est. Cost $31.58 Unrealized -49.1%
USEcology,Inc. 0.0%
Value ($000) $534 Shares 16,342 Est. Cost $57.84 Unrealized
MTDR MatadorResourcesCompany 0.0%
Value ($000) $527 Shares 63,789 Est. Cost $8.95 Unrealized 0.0%
CRM SalesforceComInc. 0.0%
Value ($000) $517 Shares 2,058 Est. Cost $156.03 Unrealized +38.6%
IJR iSharesTrustS&PSmall 0.0%
Value ($000) $494 Shares 7,032 Est. Cost $80.87 Unrealized
CNQ CanadianNaturalResourcesLtd 0.0%
Value ($000) $486 Shares 30,334 Est. Cost $9.29 Unrealized -24.9%
YUM Yum!BrandsInc. 0.0%
Value ($000) $482 Shares 5,280 Est. Cost $39.96 Unrealized +108.6%
SO SouthernCo 0.0%
Value ($000) $481 Shares 8,880 Est. Cost $45.88 Unrealized -5.1%
C CitigroupInc 0.0%
Value ($000) $474 Shares 11,000 Est. Cost $40.23 Unrealized +2.0%
ENB EnbridgeInc. 0.0%
Value ($000) $455 Shares 15,569 Est. Cost $21.59 Unrealized +1.9%
ADM Archer-Daniels-MidlandCo 0.0%
Value ($000) $452 Shares 9,732 Est. Cost $37.61 Unrealized 0.0%
CCI CrownCastleInternationalCorp. 0.0%
Value ($000) $441 Shares 2,649 Est. Cost $110.01 Unrealized +17.3%
WM WasteManagementInc 0.0%
Value ($000) $440 Shares 3,887 Est. Cost $85.23 Unrealized +18.9%
PB ProsperityBancsharesInc 0.0%
Value ($000) $432 Shares 8,338 Est. Cost $48.22 Unrealized -4.8%
BlackRockScience&TechnologyTrust 0.0%
Value ($000) $431 Shares 10,000 Est. Cost $43.10 Unrealized
TPR Tapestry,Inc. 0.0%
Value ($000) $413 Shares 26,441 Est. Cost $32.59 Unrealized -60.1%
MPC MarathonPetroleumCorp. 0.0%
Value ($000) $409 Shares 13,946 Est. Cost $51.65 Unrealized -41.6%
CLX CloroxCo 0.0%
Value ($000) $406 Shares 1,930 Est. Cost $188.92 Unrealized 0.0%
SEIC SEIInvestmentCo 0.0%
Value ($000) $401 Shares 7,900 Est. Cost $24.76 Unrealized +98.4%
ICLR ICONPlc 0.0%
Value ($000) $394 Shares 2,060 Est. Cost $157.56 Unrealized +16.7%
TM ToyotaMotorCorp 0.0%
Value ($000) $384 Shares 2,900 Est. Cost $125.67 Unrealized
HWC HancockWhitneyCorp 0.0%
Value ($000) $381 Shares 20,243 Est. Cost $29.16 Unrealized -32.9%
AMP AmeripriseFinancialInc. 0.0%
Value ($000) $377 Shares 2,450 Est. Cost $69.33 Unrealized +104.0%
SNOW Snowflake,Inc.ClassA 0.0%
Value ($000) $377 Shares 1,500 Est. Cost $238.10 Unrealized 0.0%
CVS CVSHealthCorp. 0.0%
Value ($000) $376 Shares 6,435 Est. Cost $50.35 Unrealized +4.0%
MagellanMidstreamPartnersLP(MLP) 0.0%
Value ($000) $368 Shares 10,753 Est. Cost $50.43 Unrealized
USB USBancorpDel 0.0%
Value ($000) $363 Shares 10,119 Est. Cost $28.32 Unrealized +2.2%
NWS NewsCorpClassB(New) 0.0%
Value ($000) $356 Shares 25,451 Est. Cost $15.06 Unrealized -11.8%
SPOT SpotifyTechnologyS.A. 0.0%
Value ($000) $347 Shares 1,430 Est. Cost $171.44 Unrealized +50.7%
CPB CampbellSoupCompany 0.0%
Value ($000) $343 Shares 7,100 Est. Cost $31.56 Unrealized +30.7%
VFC VFCorporation 0.0%
Value ($000) $338 Shares 4,817 Est. Cost $59.17 Unrealized +9.2%
MCO Moody'sCorp 0.0%
Value ($000) $336 Shares 1,160 Est. Cost $216.36 Unrealized +26.1%
AllegianceBancshares,Inc. 0.0%
Value ($000) $334 Shares 14,286 Est. Cost $38.29 Unrealized
GS GoldmanSachsGroupInc 0.0%
Value ($000) $330 Shares 1,641 Est. Cost $164.18 Unrealized +9.0%
TSM TaiwanSemiconductorMfg 0.0%
Value ($000) $329 Shares 4,055 Est. Cost $56.72 Unrealized
CAG ConAgraFoodsInc 0.0%
Value ($000) $324 Shares 9,076 Est. Cost $17.78 Unrealized +62.8%
TSLA TeslaMotorsInc. 0.0%
Value ($000) $322 Shares 750 Est. Cost $118.07 Unrealized 0.0%
UnileverPLCADR 0.0%
Value ($000) $312 Shares 5,051 Est. Cost $43.73 Unrealized
ArgoGroupInternationalHoldings,Ltd. 0.0%
Value ($000) $312 Shares 9,056 Est. Cost $45.62 Unrealized
ETN EatonCorpPLC 0.0%
Value ($000) $310 Shares 3,040 Est. Cost $61.47 Unrealized +45.1%
CHKP CheckPointSoftwareTech 0.0%
Value ($000) $310 Shares 2,575 Est. Cost $105.95 Unrealized +15.1%
ECL EcolabInc 0.0%
Value ($000) $303 Shares 1,518 Est. Cost $137.65 Unrealized +36.9%
MaximIntegratedProducts,Inc. 0.0%
Value ($000) $300 Shares 4,436 Est. Cost $52.97 Unrealized
NTRS NorthernTrustCorp 0.0%
Value ($000) $298 Shares 3,823 Est. Cost $73.89 Unrealized -8.0%
JD JD.com,Inc.SponsoredADRClassA 0.0%
Value ($000) $298 Shares 3,840 Est. Cost $60.16 Unrealized
DIA SPDRDowJonesIndustrialAverageETFTrust 0.0%
Value ($000) $291 Shares 1,050 Est. Cost $258.10 Unrealized
SMG ScottsMiracle-GroCompanyClassA 0.0%
Value ($000) $282 Shares 1,847 Est. Cost $103.40 Unrealized +21.5%
EBAY eBayInc 0.0%
Value ($000) $280 Shares 5,378 Est. Cost $38.43 Unrealized +30.7%
IJK iSharesS&PMid-Cap400GrowthETF 0.0%
Value ($000) $280 Shares 1,170 Est. Cost $174.36 Unrealized
YUMC YumChinaHoldingsInc 0.0%
Value ($000) $279 Shares 5,280 Est. Cost $39.39 Unrealized +34.4%
A AgilentTechnologiesInc 0.0%
Value ($000) $276 Shares 2,734 Est. Cost $78.89 Unrealized +18.2%
XLU SelectSectorSPDRTr 0.0%
Value ($000) $275 Shares 4,626 Est. Cost $64.67 Unrealized
KR KrogerCo 0.0%
Value ($000) $271 Shares 7,994 Est. Cost $24.13 Unrealized +27.6%
CraneCo 0.0%
Value ($000) $256 Shares 5,099 Est. Cost $83.35 Unrealized
Dunkin'BrandsGroupInc. 0.0%
Value ($000) $255 Shares 3,114 Est. Cost $65.19 Unrealized
RoyalDutchShellPlcBADRs(1ADR=2OrdinaryShs) 0.0%
Value ($000) $255 Shares 10,520 Est. Cost $63.34 Unrealized
HDB HDFCBankLimitedSponsoredADR 0.0%
Value ($000) $253 Shares 5,065 Est. Cost $45.41 Unrealized
MFC ManulifeFinancialCorp 0.0%
Value ($000) $249 Shares 17,928 Est. Cost $18.84 Unrealized -24.0%
AEP AmericanElectricPower 0.0%
Value ($000) $245 Shares 3,000 Est. Cost $47.84 Unrealized +41.7%
MSGS MadisonSquareGardenSportsCorp.ClassA 0.0%
Value ($000) $243 Shares 1,612 Est. Cost $120.38 Unrealized +30.4%
GWW Grainger(W.W.)Inc 0.0%
Value ($000) $242 Shares 678 Est. Cost $270.64 Unrealized +19.8%
HAL HalliburtonCo 0.0%
Value ($000) $238 Shares 19,740 Est. Cost $34.66 Unrealized -62.0%
AZO AutoZoneInc. 0.0%
Value ($000) $236 Shares 200 Est. Cost $1053.52 Unrealized +12.2%
LHX L3HarrisTechnologies,Inc 0.0%
Value ($000) $234 Shares 1,380 Est. Cost $179.33 Unrealized -12.3%
EXP EagleMaterialsInc. 0.0%
Value ($000) $227 Shares 2,625 Est. Cost $78.61 Unrealized 0.0%
D DominionResourcesInc 0.0%
Value ($000) $224 Shares 2,836 Est. Cost $54.19 Unrealized +14.5%
ADI AnalogDevicesInc 0.0%
Value ($000) $224 Shares 1,919 Est. Cost $106.45 Unrealized 0.0%
AFL AFLACInc 0.0%
Value ($000) $222 Shares 6,100 Est. Cost $45.85 Unrealized -30.0%
IWO IsharesTrustRussell2000GrowthIndexFund 0.0%
Value ($000) $202 Shares 914 Est. Cost $221.01 Unrealized
LW LambWestonHoldings,Inc. 0.0%
Value ($000) $200 Shares 3,024 Est. Cost $58.69 Unrealized 0.0%
FauquierBanksharesVA 0.0%
Value ($000) $169 Shares 11,200 Est. Cost $21.25 Unrealized
ET EnergyTransferLP(MLP) 0.0%
Value ($000) $168 Shares 31,122 Est. Cost $9.66 Unrealized
GeneralElectricCo 0.0%
Value ($000) $159 Shares 25,525 Est. Cost $23.73 Unrealized
IVZ InvescoPlc 0.0%
Value ($000) $153 Shares 13,391 Est. Cost $18.97 Unrealized -55.4%
PLxPharmaInc 0.0%
Value ($000) $44 Shares 13,729 Est. Cost $6.48 Unrealized
WTI W&TOFFSHOREINC 0.0%
Value ($000) $21 Shares 11,858 Est. Cost $3.21 Unrealized -30.9%
TorchlightEnergyResources,Inc. 0.0%
Value ($000) $17 Shares 65,000 Est. Cost $1.36 Unrealized