Fayez Sarofim & Co Diversified Active

CIK: 0000937729 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 12, 2022

Total Value ($000): $27,382,469 (100.0% shares, 0.0% debt)

Holdings (289)

AAPL APPLE INC 8.2%
Value ($000) $2,246,503 Shares 16,431,408 Est. Cost $84.52 Unrealized +75.9%
MSFT MICROSOFT CORP 6.8%
Value ($000) $1,868,463 Shares 7,275,094 Est. Cost $78.15 Unrealized +237.1%
PM PHILIP MORRIS INTL INC 4.9%
Value ($000) $1,337,430 Shares 13,544,971 Est. Cost $50.26 Unrealized +69.9%
KO COCA COLA CO 4.8%
Value ($000) $1,319,660 Shares 20,976,951 Est. Cost $28.85 Unrealized +96.8%
TROW PRICE T ROWE GROUP INC 3.8%
Value ($000) $1,032,526 Shares 9,088,337 Est. Cost $56.74 Unrealized +88.9%
CVX CHEVRON CORP NEW 3.3%
Value ($000) $914,448 Shares 6,316,121 Est. Cost $81.96 Unrealized +74.1%
XOM EXXON MOBIL CORP 3.3%
Value ($000) $901,071 Shares 10,521,611 Est. Cost $60.69 Unrealized +31.1%
GOOG ALPHABET INC 2.6%
Value ($000) $708,663 Shares 323,968 Est. Cost $53.43 Unrealized +119.5%
PG PROCTER AND GAMBLE CO 2.5%
Value ($000) $690,028 Shares 4,798,863 Est. Cost $74.62 Unrealized +84.0%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $596,718 Shares 5,298,978 Est. Cost $61.23 Unrealized +84.6%
MCD MCDONALDS CORP 2.0%
Value ($000) $557,531 Shares 2,258,306 Est. Cost $81.68 Unrealized +177.1%
MO ALTRIA GROUP INC 2.0%
Value ($000) $536,807 Shares 12,851,493 Est. Cost $16.96 Unrealized +126.8%
META META PLATFORMS INC 1.9%
Value ($000) $533,190 Shares 3,306,597 Est. Cost $130.14 Unrealized +47.2%
NVO NOVO-NORDISK A S 1.9%
Value ($000) $531,279 Shares 4,767,824 Est. Cost $67.47 Unrealized
TXN TEXAS INSTRS INC 1.9%
Value ($000) $523,231 Shares 3,405,350 Est. Cost $44.41 Unrealized +239.9%
AMZN AMAZON COM INC 1.9%
Value ($000) $518,571 Shares 4,882,504 Est. Cost $124.15 Unrealized +0.8%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $517,747 Shares 1,008,015 Est. Cost $201.63 Unrealized +133.6%
PEP PEPSICO INC 1.9%
Value ($000) $513,452 Shares 3,080,834 Est. Cost $67.00 Unrealized +123.6%
UNP UNION PAC CORP 1.8%
Value ($000) $504,034 Shares 2,363,248 Est. Cost $103.90 Unrealized +100.9%
ABT ABBOTT LABS 1.8%
Value ($000) $495,262 Shares 4,558,319 Est. Cost $42.55 Unrealized +149.3%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $473,481 Shares 1,404,738 Est. Cost $174.45 Unrealized +98.1%
V VISA INC 1.6%
Value ($000) $448,184 Shares 2,276,318 Est. Cost $98.40 Unrealized +104.3%
HESS CORP 1.6%
Value ($000) $440,194 Shares 4,155,121 Est. Cost $100.76 Unrealized
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $426,986 Shares 2,405,422 Est. Cost $79.09 Unrealized +102.2%
MDLZ MONDELEZ INTL INC 1.4%
Value ($000) $389,585 Shares 6,274,537 Est. Cost $23.53 Unrealized +143.3%
EPD ENTERPRISE PRODS PARTNERS L 1.4%
Value ($000) $389,572 Shares 15,985,716 Est. Cost $47.33 Unrealized
EL LAUDER ESTEE COS INC 1.3%
Value ($000) $368,603 Shares 1,447,377 Est. Cost $82.05 Unrealized +190.6%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $356,733 Shares 1,483,420 Est. Cost $151.36 Unrealized +45.9%
BLACKROCK INC 1.3%
Value ($000) $348,661 Shares 572,477 Est. Cost $346.08 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $338,020 Shares 2,206,975 Est. Cost $32.24 Unrealized +316.0%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $322,710 Shares 8,224,018 Est. Cost $27.25 Unrealized +40.8%
MRK MERCK & CO INC 1.2%
Value ($000) $315,770 Shares 3,463,536 Est. Cost $34.54 Unrealized +129.3%
BK BANK NEW YORK MELLON CORP 1.1%
Value ($000) $311,762 Shares 7,474,519 Est. Cost $21.54 Unrealized +86.0%
CB CHUBB LIMITED 1.0%
Value ($000) $265,992 Shares 1,353,095 Est. Cost $98.87 Unrealized +98.5%
MS MORGAN STANLEY 0.9%
Value ($000) $259,457 Shares 3,411,212 Est. Cost $65.58 Unrealized +10.4%
CANADIAN PAC RY LTD 0.9%
Value ($000) $255,153 Shares 3,653,392 Est. Cost $96.48 Unrealized
ASML ASML HOLDING N V 0.9%
Value ($000) $238,113 Shares 500,363 Est. Cost $193.26 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $221,704 Shares 2,357,553 Est. Cost $72.20 Unrealized +40.9%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $214,444 Shares 1,020,969 Est. Cost $58.98 Unrealized +243.3%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $211,678 Shares 670,970 Est. Cost $264.51 Unrealized +27.5%
INTU INTUIT 0.7%
Value ($000) $193,471 Shares 501,948 Est. Cost $325.35 Unrealized +24.3%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $189,416 Shares 1,629,109 Est. Cost $68.06 Unrealized +51.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $165,625 Shares 405 Est. Cost $225836.19 Unrealized +108.6%
ISRG INTUITIVE SURGICAL INC 0.6%
Value ($000) $163,378 Shares 814,000 Est. Cost $279.87 Unrealized -16.2%
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $161,268 Shares 1,185,712 Est. Cost $134.95 Unrealized +18.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $159,412 Shares 435,483 Est. Cost $457.47 Unrealized -11.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $155,019 Shares 1,612,935 Est. Cost $55.09 Unrealized +60.7%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $134,955 Shares 602,717 Est. Cost $222.97 Unrealized +11.3%
DIS DISNEY WALT CO 0.5%
Value ($000) $130,789 Shares 1,385,487 Est. Cost $83.45 Unrealized +29.9%
NKE NIKE INC 0.5%
Value ($000) $129,456 Shares 1,266,697 Est. Cost $60.44 Unrealized +84.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $112,766 Shares 1,255,602 Est. Cost $40.40 Unrealized +122.6%
LINDE PLC 0.4%
Value ($000) $108,745 Shares 378,204 Est. Cost $156.04 Unrealized
DEO DIAGEO PLC 0.4%
Value ($000) $99,175 Shares 569,583 Est. Cost $121.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $96,267 Shares 352,601 Est. Cost $202.55 Unrealized +54.9%
WMT WALMART INC 0.3%
Value ($000) $94,738 Shares 779,234 Est. Cost $21.17 Unrealized +107.9%
TOTALENERGIES SE 0.3%
Value ($000) $89,869 Shares 1,707,244 Est. Cost $48.84 Unrealized
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $87,387 Shares 504,860 Est. Cost $108.50 Unrealized +67.8%
ZTS ZOETIS INC 0.3%
Value ($000) $86,047 Shares 500,595 Est. Cost $103.59 Unrealized +61.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.3%
Value ($000) $84,901 Shares 595,586 Est. Cost $108.96 Unrealized +25.0%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $80,733 Shares 582,404 Est. Cost $63.78 Unrealized +147.0%
STT STATE STR CORP 0.3%
Value ($000) $72,247 Shares 1,171,888 Est. Cost $55.36 Unrealized +12.5%
OGN ORGANON & CO 0.2%
Value ($000) $58,342 Shares 1,728,650 Est. Cost $26.93 Unrealized +9.6%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $57,236 Shares 809,908 Est. Cost $47.48 Unrealized +46.3%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $57,233 Shares 3,414,903 Est. Cost $21.17 Unrealized -27.6%
BX BLACKSTONE INC 0.2%
Value ($000) $55,908 Shares 612,819 Est. Cost $44.96 Unrealized +113.7%
KMPR KEMPER CORP 0.2%
Value ($000) $48,058 Shares 1,003,305 Est. Cost $33.56 Unrealized +49.3%
PSX PHILLIPS 66 0.2%
Value ($000) $47,797 Shares 582,980 Est. Cost $41.76 Unrealized +93.8%
KELLOGG CO 0.2%
Value ($000) $47,244 Shares 662,237 Est. Cost $39.27 Unrealized +45.9%
INTC INTEL CORP 0.2%
Value ($000) $45,974 Shares 1,228,937 Est. Cost $17.79 Unrealized +128.3%
EOG EOG RES INC 0.2%
Value ($000) $42,974 Shares 389,113 Est. Cost $95.26 Unrealized +11.0%
PFE PFIZER INC 0.2%
Value ($000) $42,460 Shares 809,821 Est. Cost $21.86 Unrealized +92.1%
IT GARTNER INC 0.2%
Value ($000) $41,990 Shares 173,631 Est. Cost $239.08 Unrealized +11.3%
HD HOME DEPOT INC 0.1%
Value ($000) $39,426 Shares 143,751 Est. Cost $89.16 Unrealized +201.7%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $37,484 Shares 99,926 Est. Cost $76.20 Unrealized +447.1%
TGT TARGET CORP 0.1%
Value ($000) $36,958 Shares 261,688 Est. Cost $60.45 Unrealized +181.5%
NVS NOVARTIS AG 0.1%
Value ($000) $34,178 Shares 404,331 Est. Cost $80.29 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $28,793 Shares 550,638 Est. Cost $54.93 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $28,336 Shares 229,700 Est. Cost $55.95 Unrealized +135.4%
Z ZILLOW GROUP INC 0.1%
Value ($000) $26,090 Shares 821,750 Est. Cost $28.09 Unrealized +43.0%
APAM ARTISAN PARTNERS ASSET MGMT 0.1%
Value ($000) $21,342 Shares 600,000 Est. Cost $33.76 Unrealized -20.9%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $19,857 Shares 523,913 Est. Cost $75.12 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $19,482 Shares 361,098 Est. Cost $108.93 Unrealized
ALG ALAMO GROUP INC 0.1%
Value ($000) $17,639 Shares 151,500 Est. Cost $38.15 Unrealized +214.4%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $17,327 Shares 74,350 Est. Cost $142.23 Unrealized +60.6%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $16,643 Shares 35,522 Est. Cost $217.64 Unrealized +124.0%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $16,305 Shares 1,660,347 Est. Cost $51.94 Unrealized
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $15,830 Shares 119,868 Est. Cost $52.38 Unrealized +167.7%
BRCC BRC INC 0.0%
Value ($000) $13,493 Shares 1,653,510 Est. Cost $17.65 Unrealized -22.1%
SBUX STARBUCKS CORP 0.0%
Value ($000) $13,077 Shares 171,186 Est. Cost $60.09 Unrealized +17.1%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $13,070 Shares 410,873 Est. Cost $34.72 Unrealized +13.7%
SBR SABINE RTY TR 0.0%
Value ($000) $12,349 Shares 202,847 Est. Cost $53.22 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $11,043 Shares 34,060 Est. Cost $136.58 Unrealized +113.0%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $10,072 Shares 26,698 Est. Cost $399.99 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $9,271 Shares 71,412 Est. Cost $110.17 Unrealized +9.8%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $8,668 Shares 227,275 Est. Cost $46.15 Unrealized -27.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $8,537 Shares 274,225 Est. Cost $15.83 Unrealized +106.8%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $8,210 Shares 43,529 Est. Cost $241.45 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $7,455 Shares 174,834 Est. Cost $29.41 Unrealized +45.6%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $7,159 Shares 16,650 Est. Cost $312.98 Unrealized +27.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $6,946 Shares 64,789 Est. Cost $69.23 Unrealized +37.8%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $6,891 Shares 26,960 Est. Cost $220.41 Unrealized +0.8%
T AT&T INC 0.0%
Value ($000) $6,785 Shares 323,660 Est. Cost $14.46 Unrealized +12.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $6,602 Shares 85,234 Est. Cost $60.31 Unrealized +14.1%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $6,527 Shares 354,161 Est. Cost $28.13 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $6,506 Shares 55,302 Est. Cost $70.51 Unrealized +74.9%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $6,403 Shares 467,748 Est. Cost $10.70 Unrealized
CNS COHEN & STEERS INC 0.0%
Value ($000) $6,359 Shares 100,000 Est. Cost $58.01 Unrealized +15.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $6,296 Shares 2,889 Est. Cost $59.69 Unrealized +95.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $6,219 Shares 34,788 Est. Cost $121.19 Unrealized +62.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $6,069 Shares 12,664 Est. Cost $113.05 Unrealized +328.9%
AMGN AMGEN INC 0.0%
Value ($000) $5,982 Shares 24,588 Est. Cost $155.24 Unrealized +40.8%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $5,579 Shares 156,467 Est. Cost $17.13 Unrealized +117.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $5,176 Shares 57,664 Est. Cost $83.12 Unrealized +8.7%
SCI SERVICE CORP INTL 0.0%
Value ($000) $5,137 Shares 74,325 Est. Cost $30.09 Unrealized +127.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $4,729 Shares 120,729 Est. Cost $33.19 Unrealized +20.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $4,688 Shares 36,624 Est. Cost $70.84 Unrealized +66.2%
HON HONEYWELL INTL INC 0.0%
Value ($000) $4,520 Shares 26,007 Est. Cost $142.19 Unrealized +17.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4,400 Shares 15,849 Est. Cost $188.45 Unrealized +51.0%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $4,280 Shares 31,825 Est. Cost $81.38 Unrealized +58.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $4,134 Shares 51,589 Est. Cost $51.11 Unrealized +40.5%
MMM 3M CO 0.0%
Value ($000) $4,003 Shares 30,935 Est. Cost $100.21 Unrealized +5.0%
CME CME GROUP INC 0.0%
Value ($000) $3,836 Shares 18,738 Est. Cost $188.28 Unrealized -3.4%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $3,829 Shares 56,735 Est. Cost $103.19 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $3,757 Shares 116,835 Est. Cost $35.41 Unrealized -5.2%
OVV OVINTIV INC 0.0%
Value ($000) $3,612 Shares 81,733 Est. Cost $10.56 Unrealized +388.2%
AVGO BROADCOM INC 0.0%
Value ($000) $3,466 Shares 7,134 Est. Cost $45.06 Unrealized +16.3%
SYY SYSCO CORP 0.0%
Value ($000) $3,441 Shares 40,619 Est. Cost $34.01 Unrealized +122.7%
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $3,315 Shares 77,250 Est. Cost $87.58 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $3,217 Shares 17,654 Est. Cost $110.22 Unrealized +66.0%
ORCL ORACLE CORP 0.0%
Value ($000) $3,079 Shares 44,061 Est. Cost $36.58 Unrealized +90.9%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $3,033 Shares 18,010 Est. Cost $142.76 Unrealized +5.2%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $3,012 Shares 60,280 Est. Cost $42.27 Unrealized -9.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $2,910 Shares 20,616 Est. Cost $113.92 Unrealized +3.1%
EQIX EQUINIX INC 0.0%
Value ($000) $2,906 Shares 4,423 Est. Cost $675.85 Unrealized -4.9%
FOX FOX CORP 0.0%
Value ($000) $2,855 Shares 96,106 Est. Cost $34.53 Unrealized -10.6%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $2,843 Shares 82,236 Est. Cost $37.85 Unrealized -3.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,840 Shares 45,956 Est. Cost $56.85 Unrealized -4.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $2,785 Shares 50,177 Est. Cost $31.56 Unrealized +69.3%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2,465 Shares 10,844 Est. Cost $79.82 Unrealized +183.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2,386 Shares 29,991 Est. Cost $56.72 Unrealized +44.4%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $2,266 Shares 19,019 Est. Cost $121.89 Unrealized -7.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $2,144 Shares 18,828 Est. Cost $93.40 Unrealized +20.8%
CSX CSX CORP 0.0%
Value ($000) $2,046 Shares 70,404 Est. Cost $23.49 Unrealized +31.8%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2,037 Shares 8,035 Est. Cost $141.49 Unrealized +59.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,902 Shares 10,421 Est. Cost $157.06 Unrealized -2.4%
DE DEERE & CO 0.0%
Value ($000) $1,883 Shares 6,287 Est. Cost $253.27 Unrealized +38.1%
LOW LOWES COS INC 0.0%
Value ($000) $1,882 Shares 10,773 Est. Cost $98.63 Unrealized +82.1%
RL RALPH LAUREN CORP 0.0%
Value ($000) $1,874 Shares 20,900 Est. Cost $84.00 Unrealized +11.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,824 Shares 19,680 Est. Cost $71.97 Unrealized +19.4%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1,795 Shares 18,873 Est. Cost $70.29 Unrealized +47.3%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1,759 Shares 60,110 Est. Cost $21.89 Unrealized +73.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,679 Shares 10,814 Est. Cost $32.49 Unrealized +366.9%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $1,675 Shares 22,593 Est. Cost $76.18 Unrealized -5.8%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1,637 Shares 8,425 Est. Cost $138.09 Unrealized +37.4%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $1,628 Shares 30,334 Est. Cost $9.29 Unrealized +175.6%
GIS GENERAL MLS INC 0.0%
Value ($000) $1,615 Shares 21,409 Est. Cost $40.31 Unrealized +53.4%
RACE FERRARI N V 0.0%
Value ($000) $1,572 Shares 8,570 Est. Cost $138.93 Unrealized +43.3%
WORLD WRESTLING ENTMT INC 0.0%
Value ($000) $1,567 Shares 25,070 Est. Cost $10.29 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1,533 Shares 2,277 Est. Cost $197.21 Unrealized +38.4%
UNILEVER PLC 0.0%
Value ($000) $1,519 Shares 33,134 Est. Cost $58.94 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $1,512 Shares 7,413 Est. Cost $271.82 Unrealized -24.8%
CMI CUMMINS INC 0.0%
Value ($000) $1,468 Shares 7,585 Est. Cost $218.61 Unrealized -16.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,459 Shares 6,595 Est. Cost $131.32 Unrealized +62.5%
BHP BHP GROUP LTD 0.0%
Value ($000) $1,437 Shares 25,574 Est. Cost $77.24 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,403 Shares 18,352 Est. Cost $122.00 Unrealized -23.3%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,389 Shares 2,350 Est. Cost $569.42 Unrealized +13.5%
DOW DOW INC 0.0%
Value ($000) $1,379 Shares 26,717 Est. Cost $38.01 Unrealized +36.2%
KEX KIRBY CORP 0.0%
Value ($000) $1,354 Shares 22,255 Est. Cost $76.13 Unrealized -14.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,342 Shares 24,138 Est. Cost $27.40 Unrealized -7.6%
GRFS GRIFOLS S A 0.0%
Value ($000) $1,324 Shares 111,452 Est. Cost $21.97 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $1,308 Shares 4,665 Est. Cost $194.61 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,271 Shares 2,340 Est. Cost $441.92 Unrealized +23.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,217 Shares 696 Est. Cost $1946.19 Unrealized +7.9%
FISV FISERV INC 0.0%
Value ($000) $1,196 Shares 13,444 Est. Cost $62.81 Unrealized +54.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,189 Shares 8,799 Est. Cost $112.36 Unrealized +2.1%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,168 Shares 7,637 Est. Cost $114.28 Unrealized +29.4%
MAS MASCO CORP 0.0%
Value ($000) $1,144 Shares 22,609 Est. Cost $55.15 Unrealized -10.5%
CADE CADENCE BANK 0.0%
Value ($000) $1,133 Shares 48,235 Est. Cost $26.11 Unrealized -13.5%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $1,129 Shares 15,630 Est. Cost $66.18 Unrealized +3.0%
IWF ISHARES TR 0.0%
Value ($000) $1,094 Shares 5,000 Est. Cost $218.80 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,077 Shares 10,134 Est. Cost $64.70 Unrealized +63.7%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1,056 Shares 16,404 Est. Cost $23.36 Unrealized +43.8%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $1,045 Shares 77,893 Est. Cost $18.55 Unrealized 0.0%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $1,027 Shares 21,800 Est. Cost $30.72 Unrealized +51.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $1,024 Shares 15,936 Est. Cost $33.42 Unrealized +98.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $990 Shares 2,069 Est. Cost $323.39 Unrealized +33.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $970 Shares 12,594 Est. Cost $41.48 Unrealized +56.6%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $963 Shares 51,365 Est. Cost $5.82 Unrealized +202.4%
CTVA CORTEVA INC 0.0%
Value ($000) $937 Shares 17,299 Est. Cost $25.11 Unrealized +122.2%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $929 Shares 18,000 Est. Cost $28.83 Unrealized +58.6%
REATA PHARMACEUTICALS INC 0.0%
Value ($000) $922 Shares 30,329 Est. Cost $34.98 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $921 Shares 4,250 Est. Cost $182.04 Unrealized +23.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $896 Shares 10,957 Est. Cost $91.12 Unrealized
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $875 Shares 19,743 Est. Cost $29.16 Unrealized +63.1%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $858 Shares 3,479 Est. Cost $154.23 Unrealized +54.6%
YUM YUM BRANDS INC 0.0%
Value ($000) $826 Shares 7,280 Est. Cost $62.73 Unrealized +72.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $825 Shares 16,257 Est. Cost $38.29 Unrealized +4.8%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $794 Shares 10,234 Est. Cost $42.00 Unrealized +86.8%
BALL BALL CORP 0.0%
Value ($000) $784 Shares 11,397 Est. Cost $34.60 Unrealized +108.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $783 Shares 3,929 Est. Cost $122.36 Unrealized +73.1%
MET METLIFE INC 0.0%
Value ($000) $763 Shares 12,153 Est. Cost $55.24 Unrealized +7.3%
CCK CROWN HLDGS INC 0.0%
Value ($000) $747 Shares 8,100 Est. Cost $40.68 Unrealized +152.3%
IYY ISHARES TR 0.0%
Value ($000) $739 Shares 8,000 Est. Cost $117.88 Unrealized
TPR TAPESTRY INC 0.0%
Value ($000) $727 Shares 23,826 Est. Cost $32.59 Unrealized -9.4%
VTRS VIATRIS INC 0.0%
Value ($000) $720 Shares 68,846 Est. Cost $13.29 Unrealized -30.1%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $708 Shares 2,383 Est. Cost $192.60 Unrealized +47.2%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $707 Shares 10,000 Est. Cost $25.58 Unrealized +198.7%
GPC GENUINE PARTS CO 0.0%
Value ($000) $698 Shares 5,251 Est. Cost $115.46 Unrealized +4.2%
IJR ISHARES TR 0.0%
Value ($000) $650 Shares 7,032 Est. Cost $83.43 Unrealized
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $644 Shares 2,709 Est. Cost $104.39 Unrealized +143.3%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $622 Shares 26,675 Est. Cost $31.58 Unrealized -33.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $614 Shares 4,052 Est. Cost $21.11 Unrealized -10.8%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $598 Shares 5,136 Est. Cost $97.43 Unrealized +17.0%
NOW SERVICENOW INC 0.0%
Value ($000) $591 Shares 1,242 Est. Cost $109.44 Unrealized -12.9%
IRM IRON MTN INC NEW 0.0%
Value ($000) $583 Shares 11,965 Est. Cost $36.95 Unrealized +23.9%
JD JD.COM INC 0.0%
Value ($000) $581 Shares 9,044 Est. Cost $73.01 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $569 Shares 8,338 Est. Cost $48.38 Unrealized +25.2%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $568 Shares 2,312 Est. Cost $156.93 Unrealized +80.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $567 Shares 1,616 Est. Cost $128.63 Unrealized +217.0%
SNY SANOFI 0.0%
Value ($000) $559 Shares 11,180 Est. Cost $50.09 Unrealized
ALLEGIANCE BANCSHARES INC 0.0%
Value ($000) $539 Shares 14,286 Est. Cost $38.29 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $532 Shares 16,940 Est. Cost $34.66 Unrealized -0.4%
POOL POOL CORP 0.0%
Value ($000) $521 Shares 1,484 Est. Cost $377.74 Unrealized 0.0%
CSL CARLISLE COS INC 0.0%
Value ($000) $520 Shares 2,181 Est. Cost $132.46 Unrealized +80.2%
NWSA NEWS CORP NEW 0.0%
Value ($000) $518 Shares 33,220 Est. Cost $15.15 Unrealized +17.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $516 Shares 2,595 Est. Cost $123.35 Unrealized +83.1%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $508 Shares 12,444 Est. Cost $51.03 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $498 Shares 8,316 Est. Cost $27.93 Unrealized +97.2%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $451 Shares 3,700 Est. Cost $110.80 Unrealized +15.9%
CXT CRANE HLDGS CO 0.0%
Value ($000) $446 Shares 5,099 Est. Cost $31.73 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $445 Shares 3,533 Est. Cost $70.98 Unrealized +86.8%
GRMN GARMIN LTD 0.0%
Value ($000) $442 Shares 4,494 Est. Cost $115.12 Unrealized -15.8%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $436 Shares 1,456 Est. Cost $276.70 Unrealized +20.5%
IVV ISHARES TR 0.0%
Value ($000) $435 Shares 1,148 Est. Cost $458.31 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $434 Shares 12,676 Est. Cost $20.82 Unrealized +37.2%
AZO AUTOZONE INC 0.0%
Value ($000) $430 Shares 200 Est. Cost $1053.52 Unrealized +95.2%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $412 Shares 2,435 Est. Cost $72.48 Unrealized +123.2%
ECL ECOLAB INC 0.0%
Value ($000) $405 Shares 2,636 Est. Cost $159.07 Unrealized -0.1%
SEIC SEI INVTS CO 0.0%
Value ($000) $394 Shares 7,300 Est. Cost $24.76 Unrealized +115.7%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $390 Shares 2,472 Est. Cost $174.10 Unrealized -16.4%
NWS NEWS CORP NEW 0.0%
Value ($000) $388 Shares 24,439 Est. Cost $15.06 Unrealized +20.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $385 Shares 1,568 Est. Cost $186.52 Unrealized +17.4%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $382 Shares 4,070 Est. Cost $235.80 Unrealized -52.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $371 Shares 2,542 Est. Cost $155.29 Unrealized -4.9%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $369 Shares 3,823 Est. Cost $73.89 Unrealized +26.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $359 Shares 727 Est. Cost $89.17 Unrealized -0.6%
MCO MOODYS CORP 0.0%
Value ($000) $349 Shares 1,285 Est. Cost $261.83 Unrealized +10.8%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $341 Shares 3,550 Est. Cost $54.00 Unrealized +60.4%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $341 Shares 7,100 Est. Cost $31.56 Unrealized +32.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $339 Shares 5,363 Est. Cost $46.18 Unrealized +41.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $338 Shares 2,644 Est. Cost $81.83 Unrealized +52.7%
GWW GRAINGER W W INC 0.0%
Value ($000) $336 Shares 739 Est. Cost $302.34 Unrealized +55.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $335 Shares 2,820 Est. Cost $80.14 Unrealized +49.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $323 Shares 1,050 Est. Cost $258.10 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $321 Shares 5,451 Est. Cost $41.76 Unrealized +39.2%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $318 Shares 4,553 Est. Cost $95.95 Unrealized -9.8%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $311 Shares 17,928 Est. Cost $18.84 Unrealized +0.3%
VABK VIRGINIA NATL BANKSHARES COR 0.0%
Value ($000) $306 Shares 9,719 Est. Cost $34.28 Unrealized -4.3%
GSK PLC 0.0%
Value ($000) $303 Shares 6,964 Est. Cost $35.67 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $302 Shares 5,580 Est. Cost $65.23 Unrealized
GLW CORNING INC 0.0%
Value ($000) $299 Shares 9,500 Est. Cost $33.34 Unrealized -6.8%
IJK ISHARES TR 0.0%
Value ($000) $298 Shares 4,680 Est. Cost $97.76 Unrealized
AON AON PLC 0.0%
Value ($000) $296 Shares 1,096 Est. Cost $212.41 Unrealized +31.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $294 Shares 2,083 Est. Cost $161.64 Unrealized -21.7%
HDB HDFC BANK LTD 0.0%
Value ($000) $291 Shares 5,295 Est. Cost $58.77 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $287 Shares 5,610 Est. Cost $47.00 Unrealized +13.7%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $286 Shares 11,500 Est. Cost $26.87 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $284 Shares 6,721 Est. Cost $30.66 Unrealized +14.9%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $281 Shares 4,411 Est. Cost $68.98 Unrealized -5.5%
EXP EAGLE MATLS INC 0.0%
Value ($000) $281 Shares 2,559 Est. Cost $82.87 Unrealized +45.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $280 Shares 1,446 Est. Cost $40.19 Unrealized -5.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $276 Shares 5,776 Est. Cost $50.24 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $270 Shares 1,289 Est. Cost $177.05 Unrealized +17.9%
HPQ HP INC 0.0%
Value ($000) $258 Shares 7,876 Est. Cost $23.55 Unrealized +36.2%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $256 Shares 5,280 Est. Cost $41.12 Unrealized +2.4%
PPG PPG INDS INC 0.0%
Value ($000) $255 Shares 2,229 Est. Cost $147.48 Unrealized -21.6%
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $243 Shares 1,612 Est. Cost $120.38 Unrealized +34.8%
D DOMINION ENERGY INC 0.0%
Value ($000) $242 Shares 3,036 Est. Cost $55.99 Unrealized +23.9%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $238 Shares 4,318 Est. Cost $44.56 Unrealized +22.6%
FAST FASTENAL CO 0.0%
Value ($000) $230 Shares 4,600 Est. Cost $26.67 Unrealized -7.6%
PIONEER NAT RES CO 0.0%
Value ($000) $227 Shares 1,019 Est. Cost $249.49 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $221 Shares 3,345 Est. Cost $66.07 Unrealized
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $216 Shares 3,024 Est. Cost $62.04 Unrealized 0.0%
BRKR BRUKER CORP 0.0%
Value ($000) $206 Shares 3,290 Est. Cost $59.13 Unrealized +2.3%
WTI W & T OFFSHORE INC 0.0%
Value ($000) $177 Shares 40,913 Est. Cost $4.06 Unrealized +38.6%
IVZ INVESCO LTD 0.0%
Value ($000) $172 Shares 10,691 Est. Cost $18.97 Unrealized -15.8%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $146 Shares 14,672 Est. Cost $9.66 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $119 Shares 11,500 Est. Cost $6.74 Unrealized
PLX PHARMA INC 0.0%
Value ($000) $33 Shares 13,729 Est. Cost $6.48 Unrealized