Fayez Sarofim & Co Diversified Active

CIK: 0000937729 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 13, 2021

Total Value ($000): $27,197,788 (100.0% shares, 0.0% debt)

Holdings (289)

AAPL AppleInc. 8.1%
Value ($000) $2,204,016 Shares 18,043,521 Est. Cost $84.52 Unrealized +48.0%
MSFT MicrosoftCorp 6.3%
Value ($000) $1,713,395 Shares 7,267,231 Est. Cost $70.18 Unrealized +217.6%
TROW Price(TRowe)GroupInc. 5.1%
Value ($000) $1,385,145 Shares 8,071,940 Est. Cost $47.69 Unrealized +176.5%
PM PhilipMorrisInt'lInc. 4.5%
Value ($000) $1,215,865 Shares 13,701,432 Est. Cost $50.26 Unrealized +32.9%
META FacebookInc. 4.1%
Value ($000) $1,110,373 Shares 3,769,980 Est. Cost $122.96 Unrealized +117.5%
KO Coca-ColaCo 4.1%
Value ($000) $1,107,657 Shares 21,014,178 Est. Cost $28.59 Unrealized +51.8%
GOOG Alphabet,Inc.ClassC(Non-voting) 3.0%
Value ($000) $817,226 Shares 395,057 Est. Cost $50.17 Unrealized +96.3%
AMZN Amazon.comInc 2.7%
Value ($000) $725,332 Shares 234,426 Est. Cost $97.63 Unrealized +62.4%
MO AltriaGroupInc. 2.5%
Value ($000) $692,089 Shares 13,527,954 Est. Cost $16.96 Unrealized +79.3%
TXN TexasInstruments 2.4%
Value ($000) $642,558 Shares 3,399,953 Est. Cost $40.87 Unrealized +270.4%
JPM JPMorganChase&Co. 2.3%
Value ($000) $628,866 Shares 4,131,021 Est. Cost $40.66 Unrealized +213.0%
ABT AbbottLaboratories 2.0%
Value ($000) $543,409 Shares 4,534,455 Est. Cost $39.21 Unrealized +177.1%
PG Procter&Gamble 1.9%
Value ($000) $526,357 Shares 3,886,552 Est. Cost $62.09 Unrealized +86.3%
CVX ChevronCorp. 1.9%
Value ($000) $526,059 Shares 5,020,116 Est. Cost $71.15 Unrealized +11.8%
MCD McDonaldsCorp 1.9%
Value ($000) $507,705 Shares 2,265,122 Est. Cost $81.68 Unrealized +134.1%
V VisaInc. 1.8%
Value ($000) $493,142 Shares 2,329,112 Est. Cost $98.40 Unrealized +106.5%
SPGI S&PGlobalInc. 1.7%
Value ($000) $470,694 Shares 1,333,902 Est. Cost $141.42 Unrealized +126.0%
EL EsteeLauderCompaniesClassA 1.7%
Value ($000) $457,278 Shares 1,572,213 Est. Cost $82.05 Unrealized +210.8%
CMCSA ComcastCorpClassA 1.7%
Value ($000) $453,843 Shares 8,387,423 Est. Cost $26.34 Unrealized +75.2%
BlackrockInc 1.6%
Value ($000) $446,780 Shares 592,577 Est. Cost $346.08 Unrealized
UNP UnionPacificCorp 1.6%
Value ($000) $439,292 Shares 1,993,067 Est. Cost $82.84 Unrealized +127.1%
PEP PepsiCoInc 1.6%
Value ($000) $435,425 Shares 3,078,304 Est. Cost $67.00 Unrealized +76.0%
MDLZ MondelezInternational 1.4%
Value ($000) $367,226 Shares 6,274,137 Est. Cost $23.53 Unrealized +111.6%
APD AirProducts&Chemicals 1.3%
Value ($000) $365,597 Shares 1,299,485 Est. Cost $140.24 Unrealized +71.3%
UNH UnitedHealthGroupInc 1.3%
Value ($000) $351,186 Shares 943,869 Est. Cost $185.56 Unrealized +72.3%
EPD EnterpriseProductsPartners,LP(MLP) 1.3%
Value ($000) $350,910 Shares 15,935,959 Est. Cost $47.61 Unrealized
BK BankofNewYorkMellonCorp. 1.3%
Value ($000) $349,700 Shares 7,394,799 Est. Cost $21.22 Unrealized +80.4%
ASML ASMLHoldingsNV-NYRegisteredSharesADR 1.3%
Value ($000) $346,413 Shares 561,120 Est. Cost $184.90 Unrealized
JNJ Johnson&Johnson 1.3%
Value ($000) $341,540 Shares 2,078,127 Est. Cost $66.29 Unrealized +112.4%
NVO Novo-NordiskASADR 1.2%
Value ($000) $334,764 Shares 4,965,355 Est. Cost $67.47 Unrealized
ABBV AbbvieInc. 1.2%
Value ($000) $318,278 Shares 2,941,028 Est. Cost $32.24 Unrealized +175.8%
CB ChubbLtd. 1.2%
Value ($000) $314,868 Shares 1,993,214 Est. Cost $98.87 Unrealized +52.0%
DIS WaltDisneyCompany 1.1%
Value ($000) $299,288 Shares 1,621,983 Est. Cost $83.45 Unrealized +115.9%
CanadianPacificRailway 1.1%
Value ($000) $292,058 Shares 770,011 Est. Cost $173.79 Unrealized
XOM ExxonMobilCorp 1.0%
Value ($000) $276,476 Shares 4,952,078 Est. Cost $54.96 Unrealized -21.2%
MS MorganStanley 1.0%
Value ($000) $264,248 Shares 3,402,625 Est. Cost $65.58 Unrealized 0.0%
MRK Merck&CoInc 1.0%
Value ($000) $263,919 Shares 3,423,512 Est. Cost $34.04 Unrealized +85.3%
PGR ProgressiveCorpOhio 1.0%
Value ($000) $261,470 Shares 2,734,751 Est. Cost $66.84 Unrealized +21.2%
ICE IntercontinentalExchange,Inc. 0.9%
Value ($000) $233,791 Shares 2,093,397 Est. Cost $66.34 Unrealized +60.5%
ISRG IntuitiveSurgicalInc. 0.8%
Value ($000) $214,818 Shares 290,710 Est. Cost $147.22 Unrealized +70.9%
KMI KinderMorganInc. 0.8%
Value ($000) $211,753 Shares 12,717,880 Est. Cost $21.17 Unrealized -45.4%
INTU IntuitInc 0.7%
Value ($000) $192,097 Shares 501,483 Est. Cost $296.48 Unrealized +26.1%
ADP AutomaticDataProcessing 0.7%
Value ($000) $186,049 Shares 987,159 Est. Cost $50.81 Unrealized +208.3%
ADBE AdobeSystemsInc 0.7%
Value ($000) $184,040 Shares 387,150 Est. Cost $427.18 Unrealized +9.4%
MA MastercardInc. 0.7%
Value ($000) $182,686 Shares 513,090 Est. Cost $233.41 Unrealized +45.5%
NKE NIKEIncClassB 0.7%
Value ($000) $177,121 Shares 1,332,838 Est. Cost $60.44 Unrealized +114.4%
BRK/A BerkshireHathawayClA 0.6%
Value ($000) $160,837 Shares 417 Est. Cost $225836.19 Unrealized +62.4%
SHW Sherwin-WilliamsCo 0.6%
Value ($000) $153,871 Shares 208,494 Est. Cost $143.05 Unrealized +59.5%
RTX RaytheonTechnologiesCorporation 0.5%
Value ($000) $126,970 Shares 1,643,205 Est. Cost $54.61 Unrealized +19.5%
BR BroadridgeFinancialSolutions 0.4%
Value ($000) $119,385 Shares 779,781 Est. Cost $108.96 Unrealized +24.8%
WMT Wal-MartStoresInc 0.4%
Value ($000) $109,783 Shares 808,245 Est. Cost $20.72 Unrealized +109.0%
Lindeplc 0.4%
Value ($000) $109,576 Shares 391,149 Est. Cost $156.04 Unrealized
VRSK VeriskAnalyticsInc. 0.4%
Value ($000) $109,219 Shares 618,142 Est. Cost $107.68 Unrealized +64.8%
MAR MarriottIntlIncClassA 0.4%
Value ($000) $107,466 Shares 725,587 Est. Cost $131.67 Unrealized 0.0%
Z ZillowGroup,Inc.ClassC 0.4%
Value ($000) $101,928 Shares 786,240 Est. Cost $26.10 Unrealized +468.5%
STT StateStreetCorp 0.4%
Value ($000) $98,636 Shares 1,174,093 Est. Cost $55.36 Unrealized +19.3%
DEO DiageoPLCSponsoredADR 0.3%
Value ($000) $91,787 Shares 558,958 Est. Cost $119.19 Unrealized
IHSMarkitLtd. 0.3%
Value ($000) $87,259 Shares 901,631 Est. Cost $81.15 Unrealized
INTC IntelCorporation 0.3%
Value ($000) $87,097 Shares 1,360,888 Est. Cost $17.32 Unrealized +212.3%
BRK/B BerkshireHathawayClB 0.3%
Value ($000) $86,233 Shares 337,551 Est. Cost $197.09 Unrealized +23.2%
AXP AmericanExpressCo 0.3%
Value ($000) $85,128 Shares 601,860 Est. Cost $63.78 Unrealized +95.0%
KMPR KemperCorp 0.3%
Value ($000) $78,729 Shares 987,562 Est. Cost $32.43 Unrealized +137.6%
ZTS ZoetisInc. 0.3%
Value ($000) $74,528 Shares 473,253 Est. Cost $97.47 Unrealized +55.6%
COP ConocoPhillips 0.2%
Value ($000) $65,549 Shares 1,237,502 Est. Cost $39.96 Unrealized +3.6%
MASI MasimoCorporation 0.2%
Value ($000) $64,931 Shares 282,724 Est. Cost $222.82 Unrealized +12.7%
OTIS OtisWorldwideCorporation 0.2%
Value ($000) $55,804 Shares 815,249 Est. Cost $47.48 Unrealized +27.9%
ZG ZillowGroup,Inc.ClassA 0.2%
Value ($000) $51,648 Shares 393,120 Est. Cost $33.04 Unrealized +367.0%
TGT TargetCorp 0.2%
Value ($000) $49,645 Shares 250,647 Est. Cost $48.64 Unrealized +235.6%
PSX Phillips66 0.2%
Value ($000) $46,164 Shares 566,163 Est. Cost $40.64 Unrealized +59.7%
BX BlackstoneGroupInc.ClassA 0.2%
Value ($000) $44,489 Shares 596,934 Est. Cost $43.74 Unrealized +34.0%
KelloggCo 0.2%
Value ($000) $42,160 Shares 666,016 Est. Cost $38.95 Unrealized +20.7%
TDY TeledyneTechnologiesInc 0.2%
Value ($000) $41,325 Shares 99,903 Est. Cost $76.20 Unrealized +406.5%
HD HomeDepotInc 0.2%
Value ($000) $41,311 Shares 135,337 Est. Cost $61.43 Unrealized +297.9%
NVS NovartisAGSponADR 0.1%
Value ($000) $36,519 Shares 427,225 Est. Cost $80.05 Unrealized
WalgreensBootsAllianceInc. 0.1%
Value ($000) $31,300 Shares 570,125 Est. Cost $76.30 Unrealized
HessCorporation 0.1%
Value ($000) $31,276 Shares 442,013 Est. Cost $59.38 Unrealized
LECO LincolnElectricHldgs 0.1%
Value ($000) $28,116 Shares 228,700 Est. Cost $55.95 Unrealized +113.6%
PFE PfizerInc 0.1%
Value ($000) $25,500 Shares 703,854 Est. Cost $19.57 Unrealized +43.3%
BUD AnheuserBuschInbevSA/NVSponADR 0.1%
Value ($000) $23,704 Shares 377,156 Est. Cost $109.68 Unrealized
ALG AlamoGroupInc 0.1%
Value ($000) $23,657 Shares 151,500 Est. Cost $38.15 Unrealized +287.7%
RoyalDutchShellplcADR 0.1%
Value ($000) $22,639 Shares 577,378 Est. Cost $63.41 Unrealized
CHTR CharterCommunications,Inc.ClassA 0.1%
Value ($000) $22,124 Shares 35,856 Est. Cost $217.64 Unrealized +187.1%
STZ ConstellationBrandsInc. 0.1%
Value ($000) $16,655 Shares 73,050 Est. Cost $140.84 Unrealized +47.7%
SBUX StarbucksCorp 0.1%
Value ($000) $15,468 Shares 141,553 Est. Cost $53.93 Unrealized +74.4%
PAA PlainsAllAmericanPipelineL.P.(MLP) 0.1%
Value ($000) $15,242 Shares 1,674,927 Est. Cost $51.94 Unrealized
TotalSAADR 0.1%
Value ($000) $14,708 Shares 316,026 Est. Cost $47.38 Unrealized
CW Curtiss-WrightCorp 0.0%
Value ($000) $13,246 Shares 111,684 Est. Cost $46.15 Unrealized +145.8%
BABA AlibabaGroupHoldingLtd.SponsoredADR 0.0%
Value ($000) $13,037 Shares 57,502 Est. Cost $206.35 Unrealized
BAC BankofAmerica 0.0%
Value ($000) $10,985 Shares 283,925 Est. Cost $13.22 Unrealized +131.8%
T AT&TInc. 0.0%
Value ($000) $9,931 Shares 328,046 Est. Cost $14.14 Unrealized +14.2%
KHC KraftHeinzCo.(The) 0.0%
Value ($000) $8,926 Shares 223,132 Est. Cost $48.02 Unrealized -40.4%
DLR DigitalRealtyTrustInc. 0.0%
Value ($000) $8,489 Shares 60,271 Est. Cost $103.69 Unrealized +12.3%
CARR CarrierGlobalCorp. 0.0%
Value ($000) $8,309 Shares 196,807 Est. Cost $17.13 Unrealized +112.7%
AmericanNationalGroup,Inc. 0.0%
Value ($000) $8,058 Shares 74,698 Est. Cost $67.53 Unrealized
CSCO CiscoSystemsInc 0.0%
Value ($000) $7,401 Shares 143,127 Est. Cost $16.90 Unrealized +140.3%
MDT MedtronicPLC 0.0%
Value ($000) $7,013 Shares 59,360 Est. Cost $79.93 Unrealized +27.2%
EOG EOGResourcesInc 0.0%
Value ($000) $7,011 Shares 96,672 Est. Cost $63.95 Unrealized -21.2%
CNS Cohen&SteersInc 0.0%
Value ($000) $6,533 Shares 100,000 Est. Cost $58.01 Unrealized 0.0%
GOOGL Alphabet,Inc.ClassA 0.0%
Value ($000) $6,163 Shares 2,988 Est. Cost $45.94 Unrealized +113.2%
NEE NextEraEnergyInc. 0.0%
Value ($000) $5,935 Shares 78,496 Est. Cost $58.65 Unrealized +17.3%
MMM 3MCompany 0.0%
Value ($000) $5,864 Shares 30,435 Est. Cost $92.59 Unrealized +35.1%
GILD GileadSciencesInc 0.0%
Value ($000) $5,825 Shares 90,130 Est. Cost $56.72 Unrealized -5.9%
LLY EliLilly&Co 0.0%
Value ($000) $5,172 Shares 27,683 Est. Cost $112.50 Unrealized +65.4%
PLD PrologisInc. 0.0%
Value ($000) $5,012 Shares 47,280 Est. Cost $60.97 Unrealized +45.5%
AMGN AmgenInc 0.0%
Value ($000) $5,008 Shares 20,129 Est. Cost $130.07 Unrealized +57.4%
CAT CaterpillarInc 0.0%
Value ($000) $4,922 Shares 21,232 Est. Cost $67.01 Unrealized +182.2%
VZ VerizonCommunications 0.0%
Value ($000) $4,885 Shares 84,001 Est. Cost $36.37 Unrealized +16.2%
FMX FomentoEconomicoMexicanoSABdeCVSponsoredADR 0.0%
Value ($000) $4,808 Shares 63,835 Est. Cost $103.19 Unrealized
FOXA FoxCorporationClassA 0.0%
Value ($000) $4,658 Shares 129,000 Est. Cost $35.41 Unrealized -7.2%
SJM Smucker(JM)Co 0.0%
Value ($000) $4,633 Shares 36,624 Est. Cost $70.84 Unrealized +41.9%
SBR SabineRoyaltyTrust 0.0%
Value ($000) $4,592 Shares 151,249 Est. Cost $51.68 Unrealized
WFC WellsFargo&Co 0.0%
Value ($000) $4,531 Shares 115,979 Est. Cost $32.52 Unrealized -2.8%
COST CostcoWholesaleCorp 0.0%
Value ($000) $4,427 Shares 12,560 Est. Cost $113.05 Unrealized +191.7%
BSM BlackStoneMineralsLP(MLP) 0.0%
Value ($000) $4,026 Shares 461,748 Est. Cost $10.70 Unrealized
CDKGlobalInc. 0.0%
Value ($000) $3,982 Shares 73,655 Est. Cost $39.71 Unrealized
SLB SchlumbergerLtd 0.0%
Value ($000) $3,945 Shares 102,794 Est. Cost $42.39 Unrealized -44.1%
SCI ServiceCorpIntl 0.0%
Value ($000) $3,794 Shares 74,325 Est. Cost $30.09 Unrealized +66.4%
CL ColgatePalmoliveCo 0.0%
Value ($000) $3,738 Shares 47,417 Est. Cost $48.19 Unrealized +45.2%
LEG Leggett&PlattInc 0.0%
Value ($000) $3,652 Shares 80,000 Est. Cost $32.56 Unrealized +36.7%
OKE ONEOKInc 0.0%
Value ($000) $3,535 Shares 69,777 Est. Cost $31.56 Unrealized +9.4%
FOX FoxCorporationClassB 0.0%
Value ($000) $3,488 Shares 99,884 Est. Cost $34.51 Unrealized -9.3%
ITW IllinoisToolWorksInc 0.0%
Value ($000) $3,393 Shares 15,315 Est. Cost $93.91 Unrealized +97.0%
ORCL OracleCorp 0.0%
Value ($000) $3,371 Shares 48,032 Est. Cost $30.68 Unrealized +97.6%
ACN AccenturePlcIreland 0.0%
Value ($000) $3,351 Shares 12,130 Est. Cost $157.53 Unrealized +53.2%
NSC NorfolkSouthernCorp 0.0%
Value ($000) $3,348 Shares 12,471 Est. Cost $69.23 Unrealized +230.6%
DUK DukeEnergyCorporation 0.0%
Value ($000) $3,293 Shares 34,110 Est. Cost $51.73 Unrealized +45.9%
LMT LockheedMartinCorp 0.0%
Value ($000) $3,272 Shares 8,856 Est. Cost $295.70 Unrealized +1.4%
SunnovaEnergyInternationalInc 0.0%
Value ($000) $3,134 Shares 76,771 Est. Cost $10.75 Unrealized
HON HoneywellInt'lInc 0.0%
Value ($000) $3,065 Shares 14,121 Est. Cost $92.86 Unrealized +90.2%
ReataPharmaceuticals,Inc.ClassA 0.0%
Value ($000) $3,004 Shares 30,129 Est. Cost $34.98 Unrealized
BTI BritishAmericanTobacco 0.0%
Value ($000) $2,992 Shares 77,250 Est. Cost $87.58 Unrealized
SYY SyscoCorp 0.0%
Value ($000) $2,884 Shares 36,621 Est. Cost $29.69 Unrealized +129.3%
UnileverPLCADR 0.0%
Value ($000) $2,814 Shares 50,401 Est. Cost $58.94 Unrealized
BIIB BiogenInc. 0.0%
Value ($000) $2,805 Shares 10,028 Est. Cost $271.82 Unrealized -0.8%
WYNN WynnResortsLtd. 0.0%
Value ($000) $2,633 Shares 21,000 Est. Cost $96.16 Unrealized +21.8%
IBM IntlBusinessMachinesCorp 0.0%
Value ($000) $2,592 Shares 19,452 Est. Cost $118.94 Unrealized -17.5%
RL RalphLaurenCorp. 0.0%
Value ($000) $2,574 Shares 20,900 Est. Cost $84.00 Unrealized +22.7%
CPT CamdenPropertyTrust 0.0%
Value ($000) $2,539 Shares 23,105 Est. Cost $62.96 Unrealized +39.7%
CSX CSXCorp 0.0%
Value ($000) $2,344 Shares 24,313 Est. Cost $8.54 Unrealized +234.7%
BKNG BookingHoldingsInc. 0.0%
Value ($000) $2,251 Shares 966 Est. Cost $1930.97 Unrealized +13.2%
PYPL PayPalHoldingsInc. 0.0%
Value ($000) $2,105 Shares 8,670 Est. Cost $86.29 Unrealized +192.0%
EMR EmersonElectricCo. 0.0%
Value ($000) $1,979 Shares 21,934 Est. Cost $44.73 Unrealized +73.9%
EW EdwardsLifesciencesCorp 0.0%
Value ($000) $1,969 Shares 23,536 Est. Cost $70.29 Unrealized +20.3%
OVV OvintivInc 0.0%
Value ($000) $1,947 Shares 81,733 Est. Cost $10.56 Unrealized +102.6%
GRFS GrifolsS.A.SponADR 0.0%
Value ($000) $1,927 Shares 111,452 Est. Cost $21.97 Unrealized
AVB AvalonbayCommunitiesInc 0.0%
Value ($000) $1,907 Shares 10,335 Est. Cost $138.09 Unrealized +7.0%
FCX FreeportMcMoRanInc. 0.0%
Value ($000) $1,883 Shares 57,170 Est. Cost $21.07 Unrealized +44.1%
FISV FiservInc 0.0%
Value ($000) $1,862 Shares 15,644 Est. Cost $62.81 Unrealized +82.7%
DD DuPontdeNemours,Inc. 0.0%
Value ($000) $1,771 Shares 22,920 Est. Cost $27.24 Unrealized +6.7%
LOW Lowe'sCosInc 0.0%
Value ($000) $1,739 Shares 9,143 Est. Cost $81.41 Unrealized +92.8%
EQIX Equinix,Inc. 0.0%
Value ($000) $1,719 Shares 2,529 Est. Cost $624.54 Unrealized 0.0%
AMT AmericanTowerREITInc. 0.0%
Value ($000) $1,697 Shares 7,099 Est. Cost $184.45 Unrealized +4.2%
QQQ InvescoQQQTrust 0.0%
Value ($000) $1,637 Shares 5,130 Est. Cost $194.61 Unrealized
GIS GeneralMillsInc 0.0%
Value ($000) $1,581 Shares 25,781 Est. Cost $40.31 Unrealized +21.4%
MRSH Marsh&McLennanCos,Inc 0.0%
Value ($000) $1,553 Shares 12,750 Est. Cost $32.49 Unrealized +229.4%
DOW Dow,Inc. 0.0%
Value ($000) $1,487 Shares 23,261 Est. Cost $36.37 Unrealized +26.0%
RACE FerrariNV 0.0%
Value ($000) $1,465 Shares 7,000 Est. Cost $122.16 Unrealized +67.6%
WorldWrestlingEntertainmentInc 0.0%
Value ($000) $1,360 Shares 25,070 Est. Cost $10.29 Unrealized
BancorpSouthBank 0.0%
Value ($000) $1,358 Shares 41,800 Est. Cost $31.46 Unrealized
KEX KirbyCorp 0.0%
Value ($000) $1,342 Shares 22,255 Est. Cost $76.13 Unrealized -21.1%
XilinxInc 0.0%
Value ($000) $1,304 Shares 10,524 Est. Cost $40.15 Unrealized
DHR DanaherCorp 0.0%
Value ($000) $1,294 Shares 5,749 Est. Cost $70.74 Unrealized +180.9%
BAX BaxterInternationalInc 0.0%
Value ($000) $1,277 Shares 15,144 Est. Cost $31.70 Unrealized +125.4%
TRV TravelersCompanies,Inc. 0.0%
Value ($000) $1,243 Shares 8,267 Est. Cost $72.48 Unrealized +83.7%
DE Deere&Co 0.0%
Value ($000) $1,196 Shares 3,196 Est. Cost $150.38 Unrealized +104.5%
GD GeneralDynamicsCorp 0.0%
Value ($000) $1,193 Shares 6,569 Est. Cost $88.21 Unrealized +66.7%
HowardHughesCorp 0.0%
Value ($000) $1,164 Shares 12,231 Est. Cost $87.97 Unrealized
APH AmphenolCorp 0.0%
Value ($000) $1,122 Shares 17,004 Est. Cost $23.36 Unrealized +32.8%
TPR Tapestry,Inc. 0.0%
Value ($000) $1,090 Shares 26,441 Est. Cost $32.59 Unrealized +4.4%
SPY SPDRS&P500ETFTrust 0.0%
Value ($000) $1,087 Shares 2,743 Est. Cost $353.05 Unrealized
VTRS ViatrisInc 0.0%
Value ($000) $1,081 Shares 77,400 Est. Cost $13.33 Unrealized -0.1%
BMY Bristol-MyersSquibbCo 0.0%
Value ($000) $1,081 Shares 17,131 Est. Cost $37.35 Unrealized +36.6%
RF RegionsFinancialCorp. 0.0%
Value ($000) $1,061 Shares 51,365 Est. Cost $5.82 Unrealized +175.8%
BALL BallCorp 0.0%
Value ($000) $1,050 Shares 12,388 Est. Cost $34.60 Unrealized +137.8%
C CitigroupInc 0.0%
Value ($000) $1,030 Shares 14,170 Est. Cost $44.58 Unrealized +26.0%
NWSA NewsCorpClassA(LimitedVoting) 0.0%
Value ($000) $1,029 Shares 40,476 Est. Cost $15.15 Unrealized +41.5%
TFX TeleflexInc 0.0%
Value ($000) $961 Shares 2,312 Est. Cost $156.93 Unrealized +147.1%
CTVA CortevaInc 0.0%
Value ($000) $958 Shares 20,557 Est. Cost $25.11 Unrealized +66.9%
FBIN FortuneBrandsHome&Security 0.0%
Value ($000) $941 Shares 9,816 Est. Cost $27.93 Unrealized +151.2%
CCEP Coca-ColaEuropeanPartnersPLC 0.0%
Value ($000) $939 Shares 18,000 Est. Cost $28.83 Unrealized +51.9%
CCI CrownCastleInternationalCorp. 0.0%
Value ($000) $938 Shares 5,449 Est. Cost $119.02 Unrealized +7.0%
CNQ CanadianNaturalResourcesLtd 0.0%
Value ($000) $936 Shares 30,334 Est. Cost $9.29 Unrealized +16.3%
ITGR IntegerHoldingsCorporation 0.0%
Value ($000) $921 Shares 10,000 Est. Cost $25.58 Unrealized +230.4%
ROK RockwellAutomation 0.0%
Value ($000) $896 Shares 3,377 Est. Cost $101.05 Unrealized +132.2%
BDX BectonDickinson 0.0%
Value ($000) $870 Shares 3,578 Est. Cost $152.25 Unrealized +48.2%
UPS UnitedParcelService 0.0%
Value ($000) $868 Shares 5,108 Est. Cost $133.72 Unrealized -1.3%
SPOT SpotifyTechnologyS.A. 0.0%
Value ($000) $868 Shares 3,240 Est. Cost $236.00 Unrealized +32.1%
IDXX IdexxLabsInc. 0.0%
Value ($000) $858 Shares 1,754 Est. Cost $128.63 Unrealized +289.5%
IJR iSharesTrustS&PSmall 0.0%
Value ($000) $841 Shares 7,749 Est. Cost $83.43 Unrealized
TSM TaiwanSemiconductorMfg 0.0%
Value ($000) $831 Shares 7,025 Est. Cost $79.44 Unrealized
HWC HancockWhitneyCorp 0.0%
Value ($000) $829 Shares 19,743 Est. Cost $29.16 Unrealized +35.0%
GS GoldmanSachsGroupInc 0.0%
Value ($000) $820 Shares 2,507 Est. Cost $192.60 Unrealized +43.8%
KMB Kimberly-ClarkCorp 0.0%
Value ($000) $796 Shares 5,724 Est. Cost $99.38 Unrealized +11.6%
BEN FranklinResourcesInc 0.0%
Value ($000) $792 Shares 26,765 Est. Cost $31.58 Unrealized -32.0%
IMO ImperialOilLtd 0.0%
Value ($000) $792 Shares 32,750 Est. Cost $30.72 Unrealized -36.8%
CCK CrownHoldingsInc. 0.0%
Value ($000) $786 Shares 8,100 Est. Cost $40.68 Unrealized +125.2%
AVGO BroadcomInc. 0.0%
Value ($000) $748 Shares 1,614 Est. Cost $41.65 Unrealized 0.0%
CME CMEGroupInc. 0.0%
Value ($000) $734 Shares 3,595 Est. Cost $152.06 Unrealized +7.3%
SYK StrykerCorp 0.0%
Value ($000) $714 Shares 2,932 Est. Cost $123.35 Unrealized +84.7%
TMO ThermoFisherScientific 0.0%
Value ($000) $711 Shares 1,559 Est. Cost $333.01 Unrealized +41.5%
ICLR ICONPlc 0.0%
Value ($000) $705 Shares 3,590 Est. Cost $173.96 Unrealized +13.5%
USEcology,Inc. 0.0%
Value ($000) $681 Shares 16,342 Est. Cost $57.84 Unrealized
VFC VFCorporation 0.0%
Value ($000) $671 Shares 8,395 Est. Cost $68.18 Unrealized +19.1%
QCOM QualcommInc 0.0%
Value ($000) $650 Shares 4,900 Est. Cost $72.83 Unrealized +78.1%
HDB HDFCBankLimitedSponsoredADR 0.0%
Value ($000) $633 Shares 8,145 Est. Cost $56.00 Unrealized
YUM Yum!BrandsInc. 0.0%
Value ($000) $625 Shares 5,778 Est. Cost $44.85 Unrealized +115.6%
PB ProsperityBancsharesInc 0.0%
Value ($000) $624 Shares 8,338 Est. Cost $48.38 Unrealized +28.8%
BA BoeingCo 0.0%
Value ($000) $604 Shares 2,372 Est. Cost $126.15 Unrealized +76.2%
JD JD.com,Inc.SponsoredADRClassA 0.0%
Value ($000) $603 Shares 7,154 Est. Cost $72.66 Unrealized
NWS NewsCorpClassB(New) 0.0%
Value ($000) $597 Shares 25,439 Est. Cost $15.06 Unrealized +37.7%
AllegianceBancshares,Inc. 0.0%
Value ($000) $579 Shares 14,286 Est. Cost $38.29 Unrealized
CVS CVSHealthCorp. 0.0%
Value ($000) $574 Shares 7,635 Est. Cost $51.34 Unrealized +21.3%
ADM Archer-Daniels-MidlandCo 0.0%
Value ($000) $555 Shares 9,732 Est. Cost $37.61 Unrealized +27.5%
AMP AmeripriseFinancialInc. 0.0%
Value ($000) $523 Shares 2,250 Est. Cost $69.33 Unrealized +189.7%
WM WasteManagementInc 0.0%
Value ($000) $509 Shares 3,946 Est. Cost $87.11 Unrealized +24.2%
TSLA TeslaMotorsInc. 0.0%
Value ($000) $501 Shares 750 Est. Cost $118.07 Unrealized +112.6%
ETN EatonCorpPLC 0.0%
Value ($000) $487 Shares 3,520 Est. Cost $68.59 Unrealized +73.4%
CMI Cummins,Inc 0.0%
Value ($000) $485 Shares 1,870 Est. Cost $221.90 Unrealized 0.0%
SEIC SEIInvestmentCo 0.0%
Value ($000) $481 Shares 7,900 Est. Cost $24.76 Unrealized +121.5%
CraneCo 0.0%
Value ($000) $479 Shares 5,099 Est. Cost $83.35 Unrealized
CRM SalesforceComInc. 0.0%
Value ($000) $475 Shares 2,240 Est. Cost $162.22 Unrealized +35.6%
SMG ScottsMiracle-GroCompanyClassA 0.0%
Value ($000) $452 Shares 1,847 Est. Cost $103.40 Unrealized +82.5%
PAYX PaychexInc 0.0%
Value ($000) $426 Shares 4,346 Est. Cost $80.38 Unrealized 0.0%
MaximIntegratedProducts,Inc. 0.0%
Value ($000) $420 Shares 4,598 Est. Cost $56.98 Unrealized
SCHW Schwab(Charles)Corp 0.0%
Value ($000) $417 Shares 6,391 Est. Cost $46.18 Unrealized +23.2%
MLM MartinMariettaMtlsInc 0.0%
Value ($000) $410 Shares 1,220 Est. Cost $258.39 Unrealized +19.9%
NTRS NorthernTrustCorp 0.0%
Value ($000) $402 Shares 3,823 Est. Cost $73.89 Unrealized +14.3%
CHKP CheckPointSoftwareTech 0.0%
Value ($000) $397 Shares 3,545 Est. Cost $110.29 Unrealized +9.2%
EXP EagleMaterialsInc. 0.0%
Value ($000) $396 Shares 2,944 Est. Cost $82.87 Unrealized +42.2%
XIFR NexteraEnergyPartnersLP(MLP) 0.0%
Value ($000) $393 Shares 5,399 Est. Cost $76.90 Unrealized 0.0%
MFC ManulifeFinancialCorp 0.0%
Value ($000) $385 Shares 17,928 Est. Cost $18.84 Unrealized +5.7%
REGN RegeneronPharmaceuticals 0.0%
Value ($000) $379 Shares 800 Est. Cost $392.74 Unrealized +23.3%
HAL HalliburtonCo 0.0%
Value ($000) $377 Shares 17,540 Est. Cost $34.66 Unrealized -44.8%
IJK iSharesS&PMid-Cap400GrowthETF 0.0%
Value ($000) $367 Shares 4,680 Est. Cost $97.76 Unrealized
CLX CloroxCo 0.0%
Value ($000) $362 Shares 1,878 Est. Cost $165.03 Unrealized 0.0%
USB USBancorpDel 0.0%
Value ($000) $359 Shares 6,495 Est. Cost $28.32 Unrealized +42.4%
CSL CarlisleCompaniesInc 0.0%
Value ($000) $359 Shares 2,181 Est. Cost $132.46 Unrealized +9.5%
CPB CampbellSoupCompany 0.0%
Value ($000) $357 Shares 7,100 Est. Cost $31.56 Unrealized +28.1%
MCO Moody'sCorp 0.0%
Value ($000) $353 Shares 1,182 Est. Cost $217.37 Unrealized +24.4%
A AgilentTechnologiesInc 0.0%
Value ($000) $348 Shares 2,734 Est. Cost $78.89 Unrealized +51.7%
GM GeneralMotorsCo.(New) 0.0%
Value ($000) $347 Shares 6,031 Est. Cost $37.51 Unrealized +36.6%
DIA SPDRDowJonesIndustrialAverageETFTrust 0.0%
Value ($000) $347 Shares 1,050 Est. Cost $258.10 Unrealized
SNOW Snowflake,Inc.ClassA 0.0%
Value ($000) $344 Shares 1,500 Est. Cost $238.10 Unrealized +12.1%
YUMC YumChinaHoldingsInc 0.0%
Value ($000) $342 Shares 5,772 Est. Cost $41.12 Unrealized +45.3%
GRMN GarminLtd 0.0%
Value ($000) $341 Shares 2,589 Est. Cost $111.79 Unrealized 0.0%
CAG ConAgraFoodsInc 0.0%
Value ($000) $341 Shares 9,076 Est. Cost $17.78 Unrealized +59.7%
IVZ InvescoPlc 0.0%
Value ($000) $338 Shares 13,391 Est. Cost $18.97 Unrealized -3.6%
AMCX AMCNetworksInc. 0.0%
Value ($000) $330 Shares 6,216 Est. Cost $27.97 Unrealized +95.5%
MTD Mettler-ToledoIntl 0.0%
Value ($000) $329 Shares 285 Est. Cost $1096.55 Unrealized +5.7%
EBAY eBayInc 0.0%
Value ($000) $329 Shares 5,378 Est. Cost $38.43 Unrealized +38.5%
ECL EcolabInc 0.0%
Value ($000) $324 Shares 1,513 Est. Cost $137.65 Unrealized +46.4%
ROST RossStoresInc 0.0%
Value ($000) $320 Shares 2,666 Est. Cost $112.20 Unrealized 0.0%
AIG AmericanIntlGroupInc 0.0%
Value ($000) $319 Shares 6,895 Est. Cost $38.62 Unrealized 0.0%
DG DollarGeneralCorpNew 0.0%
Value ($000) $313 Shares 1,544 Est. Cost $184.45 Unrealized 0.0%
AFL AFLACInc 0.0%
Value ($000) $312 Shares 6,100 Est. Cost $45.85 Unrealized -6.5%
GeneralElectricCo 0.0%
Value ($000) $306 Shares 23,337 Est. Cost $23.73 Unrealized
NOC NorthropGrummanCorp 0.0%
Value ($000) $298 Shares 921 Est. Cost $278.19 Unrealized 0.0%
XLU SelectSectorSPDRTr 0.0%
Value ($000) $296 Shares 4,626 Est. Cost $64.67 Unrealized
UAL UnitedContinentalAirlinesHoldingsInc. 0.0%
Value ($000) $290 Shares 5,037 Est. Cost $40.45 Unrealized +20.7%
GlaxoSmithKlinePLCADR 0.0%
Value ($000) $290 Shares 8,131 Est. Cost $35.67 Unrealized
MSGS MadisonSquareGardenSportsCorp.ClassA 0.0%
Value ($000) $289 Shares 1,612 Est. Cost $120.38 Unrealized +53.1%
AON AONPLC 0.0%
Value ($000) $287 Shares 1,248 Est. Cost $212.41 Unrealized 0.0%
AEP AmericanElectricPower 0.0%
Value ($000) $287 Shares 3,385 Est. Cost $50.59 Unrealized +33.4%
AZO AutoZoneInc. 0.0%
Value ($000) $281 Shares 200 Est. Cost $1053.52 Unrealized +17.5%
LYFT LyftIncClassA 0.0%
Value ($000) $276 Shares 4,370 Est. Cost $36.39 Unrealized +53.4%
IWO IsharesTrustRussell2000GrowthIndexFund 0.0%
Value ($000) $275 Shares 914 Est. Cost $221.01 Unrealized
SO SouthernCo 0.0%
Value ($000) $270 Shares 4,338 Est. Cost $46.06 Unrealized +8.2%
AMAT AppliedMaterialsInc 0.0%
Value ($000) $267 Shares 2,000 Est. Cost $105.71 Unrealized 0.0%
KR KrogerCo 0.0%
Value ($000) $264 Shares 7,348 Est. Cost $24.13 Unrealized +27.6%
LUV SouthwestAirlinesCo 0.0%
Value ($000) $260 Shares 4,257 Est. Cost $42.20 Unrealized +17.3%
MagellanMidstreamPartnersLP(MLP) 0.0%
Value ($000) $257 Shares 5,926 Est. Cost $50.43 Unrealized
GWW Grainger(W.W.)Inc 0.0%
Value ($000) $252 Shares 628 Est. Cost $270.64 Unrealized +35.5%
MSI MotorolaSolutions,Inc. 0.0%
Value ($000) $246 Shares 1,308 Est. Cost $168.08 Unrealized 0.0%
HPQ HPInc. 0.0%
Value ($000) $244 Shares 7,680 Est. Cost $23.33 Unrealized 0.0%
FauquierBanksharesVA 0.0%
Value ($000) $238 Shares 11,200 Est. Cost $21.25 Unrealized
MRNA Moderna,Inc. 0.0%
Value ($000) $236 Shares 1,800 Est. Cost $144.91 Unrealized 0.0%
D DominionEnergy,Inc 0.0%
Value ($000) $235 Shares 3,090 Est. Cost $55.22 Unrealized +5.9%
LW LambWestonHoldings,Inc. 0.0%
Value ($000) $234 Shares 3,024 Est. Cost $58.69 Unrealized +23.9%
LPLA LPLFinancialHoldingsInc. 0.0%
Value ($000) $227 Shares 1,600 Est. Cost $127.60 Unrealized 0.0%
VLO ValeroEnergyCorp 0.0%
Value ($000) $218 Shares 3,042 Est. Cost $57.19 Unrealized 0.0%
CFR Cullen/FrostBankersInc 0.0%
Value ($000) $216 Shares 1,982 Est. Cost $89.31 Unrealized 0.0%
BRKR BrukerCorp. 0.0%
Value ($000) $211 Shares 3,290 Est. Cost $59.13 Unrealized 0.0%
IJJ iSharesS&PMid-Cap400ValueETF 0.0%
Value ($000) $210 Shares 2,060 Est. Cost $101.94 Unrealized
HCA HCAHoldings,Inc. 0.0%
Value ($000) $208 Shares 1,103 Est. Cost $168.96 Unrealized 0.0%
WeingartenRealtyInv 0.0%
Value ($000) $207 Shares 7,687 Est. Cost $26.93 Unrealized
ET EnergyTransferLP(MLP) 0.0%
Value ($000) $163 Shares 21,272 Est. Cost $9.66 Unrealized
PLxPharmaInc 0.0%
Value ($000) $124 Shares 13,729 Est. Cost $6.48 Unrealized
PAGP PlainsGPHoldgsLP(MLP) 0.0%
Value ($000) $108 Shares 11,500 Est. Cost $6.74 Unrealized
WTI W&TOFFSHOREINC 0.0%
Value ($000) $43 Shares 11,858 Est. Cost $3.21 Unrealized -3.1%