Cannell & Spears LLC Diversified Active

CIK: 0001426319 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 13, 2023

Total Value ($000): $1,048,727 (100.0% shares, 0.0% debt)

Holdings (224)

MSFT MICROSOFT CORP 8.7%
Value ($000) $90,972 Shares 379,335 Est. Cost $27.76 Unrealized +743.2%
TMO THERMO FISHER SCIENTIFIC INC 5.7%
Value ($000) $59,314 Shares 107,709 Est. Cost $102.96 Unrealized +409.9%
AAPL APPLE INC 5.6%
Value ($000) $58,558 Shares 450,687 Est. Cost $80.65 Unrealized +74.4%
CB CHUBB LIMITED 4.6%
Value ($000) $48,578 Shares 220,209 Est. Cost $177.58 Unrealized +12.6%
ORCL ORACLE CORP 3.6%
Value ($000) $37,713 Shares 461,373 Est. Cost $50.75 Unrealized +44.2%
DHR DANAHER CORPORATION 3.4%
Value ($000) $35,762 Shares 134,738 Est. Cost $31.82 Unrealized +617.0%
AON AON PLC 3.4%
Value ($000) $35,325 Shares 117,694 Est. Cost $194.05 Unrealized +47.2%
ICE INTERCONTINENTAL EXCHANGE IN 3.2%
Value ($000) $33,903 Shares 330,467 Est. Cost $95.80 Unrealized -0.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 3.2%
Value ($000) $33,685 Shares 109,047 Est. Cost $195.04 Unrealized +52.3%
GOOGL ALPHABET INC 3.1%
Value ($000) $32,370 Shares 366,878 Est. Cost $107.77 Unrealized -12.5%
GOOG ALPHABET INC 3.0%
Value ($000) $31,611 Shares 356,255 Est. Cost $108.19 Unrealized -12.4%
JPM JPMORGAN CHASE & CO 2.8%
Value ($000) $29,358 Shares 218,928 Est. Cost $105.62 Unrealized +11.4%
CMCSA COMCAST CORP NEW 2.5%
Value ($000) $26,486 Shares 757,389 Est. Cost $37.48 Unrealized -19.8%
MDLZ MONDELEZ INTL INC 2.4%
Value ($000) $25,467 Shares 382,104 Est. Cost $38.79 Unrealized +49.5%
CCK CROWN HLDGS INC 2.2%
Value ($000) $23,569 Shares 286,694 Est. Cost $47.84 Unrealized +60.8%
FNV FRANCO NEV CORP 2.1%
Value ($000) $21,978 Shares 161,037 Est. Cost $118.12 Unrealized +8.6%
FISV FISERV INC 2.0%
Value ($000) $21,350 Shares 211,240 Est. Cost $106.55 Unrealized -6.5%
ADBE ADOBE SYSTEMS INCORPORATED 2.0%
Value ($000) $21,267 Shares 63,196 Est. Cost $378.38 Unrealized -15.5%
BERRY GLOBAL GROUP INC 2.0%
Value ($000) $21,224 Shares 351,218 Est. Cost $46.70 Unrealized
QSR RESTAURANT BRANDS INTL INC 2.0%
Value ($000) $20,928 Shares 323,608 Est. Cost $56.80 Unrealized +8.2%
APTIV PLC 1.8%
Value ($000) $19,369 Shares 207,979 Est. Cost $78.21 Unrealized
PLD PROLOGIS INC. 1.8%
Value ($000) $18,817 Shares 166,920 Est. Cost $88.29 Unrealized +13.5%
ADI ANALOG DEVICES INC 1.4%
Value ($000) $14,743 Shares 89,879 Est. Cost $150.35 Unrealized -1.7%
FIS FIDELITY NATL INFORMATION SV 1.3%
Value ($000) $13,991 Shares 206,205 Est. Cost $85.24 Unrealized -23.2%
GPN GLOBAL PMTS INC 1.3%
Value ($000) $13,801 Shares 138,959 Est. Cost $119.23 Unrealized -15.3%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 1.0%
Value ($000) $10,900 Shares 104,679 Est. Cost $129.31 Unrealized -16.3%
VMWARE INC 1.0%
Value ($000) $10,096 Shares 82,242 Est. Cost $137.49 Unrealized
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $9,715 Shares 120,514 Est. Cost $80.90 Unrealized -8.6%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $9,508 Shares 53,825 Est. Cost $77.22 Unrealized +103.4%
ADSK AUTODESK INC 0.8%
Value ($000) $8,066 Shares 43,163 Est. Cost $222.20 Unrealized -9.7%
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $6,852 Shares 17,918 Est. Cost $363.43 Unrealized
IWB ISHARES TR 0.6%
Value ($000) $5,894 Shares 27,995 Est. Cost $185.77 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $5,360 Shares 118,497 Est. Cost $39.97 Unrealized +1.5%
CNC CENTENE CORP DEL 0.5%
Value ($000) $5,221 Shares 63,662 Est. Cost $63.70 Unrealized +28.2%
GM GENERAL MTRS CO 0.5%
Value ($000) $5,202 Shares 154,648 Est. Cost $35.44 Unrealized +0.9%
WPM WHEATON PRECIOUS METALS CORP 0.5%
Value ($000) $5,170 Shares 132,298 Est. Cost $31.27 Unrealized +12.2%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $5,167 Shares 14,858 Est. Cost $325.17 Unrealized -0.5%
PEP PEPSICO INC 0.5%
Value ($000) $4,964 Shares 27,479 Est. Cost $91.81 Unrealized +75.2%
CME CME GROUP INC 0.5%
Value ($000) $4,923 Shares 29,277 Est. Cost $154.38 Unrealized -2.2%
IQV IQVIA HLDGS INC 0.4%
Value ($000) $4,570 Shares 22,306 Est. Cost $174.21 Unrealized +16.4%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $4,542 Shares 84,963 Est. Cost $30.85 Unrealized +49.4%
GLD SPDR GOLD TR 0.4%
Value ($000) $4,332 Shares 25,535 Est. Cost $154.66 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $4,131 Shares 7,389 Est. Cost $25.09 Unrealized +89.8%
MO ALTRIA GROUP INC 0.4%
Value ($000) $3,855 Shares 84,341 Est. Cost $33.34 Unrealized +5.1%
PTC PTC INC 0.3%
Value ($000) $3,125 Shares 26,037 Est. Cost $99.91 Unrealized +19.7%
DBX DROPBOX INC 0.3%
Value ($000) $2,815 Shares 125,783 Est. Cost $20.57 Unrealized +7.0%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,807 Shares 7,989 Est. Cost $344.63 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $2,801 Shares 14,649 Est. Cost $156.73 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $2,785 Shares 5,252 Est. Cost $495.09 Unrealized +1.1%
VIRT VIRTU FINL INC 0.3%
Value ($000) $2,714 Shares 132,983 Est. Cost $25.68 Unrealized -15.5%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $2,707 Shares 11,333 Est. Cost $60.33 Unrealized +279.6%
EQT EQT CORP 0.3%
Value ($000) $2,697 Shares 79,722 Est. Cost $31.23 Unrealized +22.5%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $2,593 Shares 7,485 Est. Cost $350.14 Unrealized -4.6%
SEDG SOLAREDGE TECHNOLOGIES INC 0.2%
Value ($000) $2,449 Shares 8,645 Est. Cost $294.97 Unrealized -10.0%
BALL BALL CORP 0.2%
Value ($000) $2,354 Shares 46,032 Est. Cost $35.89 Unrealized +38.0%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,351 Shares 15,513 Est. Cost $64.50 Unrealized +101.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2,344 Shares 5 Est. Cost $195514.11 Unrealized +129.5%
PSTG PURE STORAGE INC 0.2%
Value ($000) $2,224 Shares 83,100 Est. Cost $22.02 Unrealized +32.1%
PFE PFIZER INC 0.2%
Value ($000) $2,220 Shares 43,329 Est. Cost $31.62 Unrealized +27.1%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,156 Shares 6,436 Est. Cost $370.10 Unrealized -13.2%
AMEDISYS INC 0.2%
Value ($000) $2,124 Shares 25,420 Est. Cost $132.86 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $2,083 Shares 20,999 Est. Cost $37.96 Unrealized +130.7%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1,920 Shares 6,227 Est. Cost $155.14 Unrealized +67.3%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,719 Shares 95,058 Est. Cost $14.77 Unrealized +2.8%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1,658 Shares 40,147 Est. Cost $33.51 Unrealized +21.8%
EQIX EQUINIX INC 0.2%
Value ($000) $1,649 Shares 2,518 Est. Cost $609.45 Unrealized -5.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,630 Shares 49,224 Est. Cost $23.67 Unrealized +34.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1,574 Shares 18,000 Est. Cost $72.00 Unrealized
FMC FMC CORP 0.1%
Value ($000) $1,498 Shares 12,000 Est. Cost $64.54 Unrealized +67.8%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1,483 Shares 15,915 Est. Cost $49.28 Unrealized +74.4%
CCI CROWN CASTLE INC 0.1%
Value ($000) $1,475 Shares 10,875 Est. Cost $142.54 Unrealized -20.3%
BIIB BIOGEN INC 0.1%
Value ($000) $1,462 Shares 5,280 Est. Cost $212.38 Unrealized +33.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,416 Shares 8,147 Est. Cost $66.36 Unrealized +123.1%
MRK MERCK & CO INC 0.1%
Value ($000) $1,379 Shares 12,433 Est. Cost $46.93 Unrealized +97.8%
AXS AXIS CAP HLDGS LTD 0.1%
Value ($000) $1,373 Shares 25,351 Est. Cost $48.83 Unrealized +2.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,344 Shares 2,944 Est. Cost $490.91 Unrealized -4.5%
MASI MASIMO CORP 0.1%
Value ($000) $1,323 Shares 8,942 Est. Cost $137.60 Unrealized 0.0%
IWM ISHARES TR 0.1%
Value ($000) $1,306 Shares 7,491 Est. Cost $196.46 Unrealized
IWF ISHARES TR 0.1%
Value ($000) $1,240 Shares 5,790 Est. Cost $82.04 Unrealized
ATEC ALPHATEC HLDGS INC 0.1%
Value ($000) $1,235 Shares 100,000 Est. Cost $7.91 Unrealized +27.4%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,218 Shares 56,516 Est. Cost $6.80 Unrealized +176.5%
IBB ISHARES TR 0.1%
Value ($000) $1,207 Shares 9,190 Est. Cost $159.34 Unrealized
TABULA RASA HEALTHCARE INC 0.1%
Value ($000) $1,207 Shares 243,745 Est. Cost $40.17 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1,204 Shares 5,785 Est. Cost $180.85 Unrealized +16.7%
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,204 Shares 8,525 Est. Cost $143.86 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,194 Shares 7,390 Est. Cost $127.12 Unrealized +7.9%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,157 Shares 10,491 Est. Cost $81.36 Unrealized +18.3%
TRMB TRIMBLE INC 0.1%
Value ($000) $1,148 Shares 22,700 Est. Cost $27.67 Unrealized +101.2%
UNB UNION BANKSHARES INC 0.1%
Value ($000) $1,135 Shares 47,292 Est. Cost $21.22 Unrealized +13.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,086 Shares 10,733 Est. Cost $68.93 Unrealized +17.9%
DIS DISNEY WALT CO 0.1%
Value ($000) $1,083 Shares 12,470 Est. Cost $117.69 Unrealized -20.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,016 Shares 4,095 Est. Cost $160.36 Unrealized +42.7%
BN BROOKFIELD CORP 0.1%
Value ($000) $973 Shares 30,917 Est. Cost $21.90 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $923 Shares 12,830 Est. Cost $45.72 Unrealized +42.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $866 Shares 6,460 Est. Cost $153.09 Unrealized -12.1%
MKL MARKEL CORP 0.1%
Value ($000) $864 Shares 656 Est. Cost $525.90 Unrealized +135.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $842 Shares 5,702 Est. Cost $67.35 Unrealized +111.4%
DOV DOVER CORP 0.1%
Value ($000) $825 Shares 6,091 Est. Cost $102.60 Unrealized +24.5%
HD HOME DEPOT INC 0.1%
Value ($000) $824 Shares 2,609 Est. Cost $211.34 Unrealized +33.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $793 Shares 24,100 Est. Cost $21.61 Unrealized +30.6%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $751 Shares 3,025 Est. Cost $156.65 Unrealized +34.7%
LLY LILLY ELI & CO 0.1%
Value ($000) $716 Shares 1,957 Est. Cost $69.41 Unrealized +398.2%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $712 Shares 2,998 Est. Cost $204.44 Unrealized +9.9%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $711 Shares 16,940 Est. Cost $40.69 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $698 Shares 2,033 Est. Cost $297.04 Unrealized +8.2%
IBP INSTALLED BLDG PRODS INC 0.1%
Value ($000) $654 Shares 7,636 Est. Cost $80.06 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $653 Shares 6,800 Est. Cost $53.28 Unrealized +58.7%
V VISA INC 0.1%
Value ($000) $639 Shares 3,074 Est. Cost $197.72 Unrealized -0.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $632 Shares 2,399 Est. Cost $157.62 Unrealized +55.6%
IVV ISHARES TR 0.1%
Value ($000) $624 Shares 1,625 Est. Cost $269.05 Unrealized
SYK STRYKER CORPORATION 0.1%
Value ($000) $614 Shares 2,511 Est. Cost $182.20 Unrealized +20.6%
HIBBETT INC 0.1%
Value ($000) $609 Shares 8,931 Est. Cost $68.22 Unrealized
BNL BROADSTONE NET LEASE INC 0.1%
Value ($000) $608 Shares 37,513 Est. Cost $23.41 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $605 Shares 5,515 Est. Cost $101.81 Unrealized -4.1%
CATALENT INC 0.1%
Value ($000) $594 Shares 13,208 Est. Cost $45.01 Unrealized
NKE NIKE INC 0.1%
Value ($000) $593 Shares 5,072 Est. Cost $80.89 Unrealized +17.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $589 Shares 2,211 Est. Cost $266.96 Unrealized
BGC PARTNERS INC 0.1%
Value ($000) $588 Shares 156,023 Est. Cost $3.66 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $582 Shares 7,500 Est. Cost $44.60 Unrealized +48.1%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $567 Shares 2,125 Est. Cost $272.65 Unrealized -3.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $558 Shares 14,945 Est. Cost $76.78 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $558 Shares 2,800 Est. Cost $139.87 Unrealized +34.5%
ESAB ESAB CORPORATION 0.1%
Value ($000) $551 Shares 11,749 Est. Cost $41.41 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $550 Shares 3,195 Est. Cost $181.53 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $533 Shares 2,010 Est. Cost $289.22 Unrealized -15.7%
SAPIENS INTL CORP N V 0.1%
Value ($000) $533 Shares 28,836 Est. Cost $18.48 Unrealized
BLFS BIOLIFE SOLUTIONS INC 0.1%
Value ($000) $529 Shares 29,082 Est. Cost $21.40 Unrealized -3.5%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $529 Shares 3,000 Est. Cost $182.84 Unrealized -5.8%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $515 Shares 10,262 Est. Cost $48.95 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $513 Shares 11,262 Est. Cost $25.69 Unrealized +52.8%
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $512 Shares 3,768 Est. Cost $121.02 Unrealized
TJX TJX COS INC NEW 0.0%
Value ($000) $498 Shares 6,250 Est. Cost $70.72 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $497 Shares 2,318 Est. Cost $147.05 Unrealized +21.6%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $496 Shares 8,335 Est. Cost $51.80 Unrealized +15.5%
HSY HERSHEY CO 0.0%
Value ($000) $494 Shares 2,135 Est. Cost $77.73 Unrealized +172.9%
GLW CORNING INC 0.0%
Value ($000) $491 Shares 15,369 Est. Cost $25.19 Unrealized +18.0%
SMG SCOTTS MIRACLE-GRO CO 0.0%
Value ($000) $476 Shares 9,806 Est. Cost $43.38 Unrealized 0.0%
EVR EVERCORE INC 0.0%
Value ($000) $473 Shares 4,334 Est. Cost $98.92 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $469 Shares 10,050 Est. Cost $16.01 Unrealized +150.2%
RGLD ROYAL GOLD INC 0.0%
Value ($000) $456 Shares 4,044 Est. Cost $103.05 Unrealized 0.0%
SABR SABRE CORP 0.0%
Value ($000) $452 Shares 73,106 Est. Cost $8.04 Unrealized -30.5%
BIP BROOKFIELD INFRAST PARTNERS 0.0%
Value ($000) $450 Shares 14,526 Est. Cost $45.29 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $448 Shares 310 Est. Cost $1338.52 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $444 Shares 24,125 Est. Cost $18.65 Unrealized -19.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $433 Shares 1,355 Est. Cost $313.65 Unrealized
INMD INMODE LTD 0.0%
Value ($000) $425 Shares 11,918 Est. Cost $34.78 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $413 Shares 4,350 Est. Cost $38.68 Unrealized +109.2%
NYT NEW YORK TIMES CO 0.0%
Value ($000) $411 Shares 12,677 Est. Cost $11.57 Unrealized +171.7%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $401 Shares 9,843 Est. Cost $23.95 Unrealized +35.8%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $392 Shares 16,260 Est. Cost $21.96 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $392 Shares 3,060 Est. Cost $78.72 Unrealized +44.9%
CMBM CAMBIUM NETWORKS CORP 0.0%
Value ($000) $389 Shares 17,932 Est. Cost $28.94 Unrealized -30.3%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $386 Shares 4,606 Est. Cost $62.22 Unrealized -22.2%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $381 Shares 7,594 Est. Cost $46.48 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $375 Shares 3,177 Est. Cost $88.18 Unrealized +24.1%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $369 Shares 12,000 Est. Cost $52.00 Unrealized -37.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $361 Shares 2,560 Est. Cost $102.61 Unrealized +19.9%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $357 Shares 2,157 Est. Cost $176.07 Unrealized 0.0%
IWN ISHARES TR 0.0%
Value ($000) $355 Shares 2,560 Est. Cost $119.10 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $345 Shares 2,274 Est. Cost $117.48 Unrealized
DBC INVESCO DB COMMDY INDX TRCK 0.0%
Value ($000) $342 Shares 13,889 Est. Cost $14.82 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $340 Shares 1,167 Est. Cost $292.73 Unrealized -5.9%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $339 Shares 2,160 Est. Cost $150.98 Unrealized -8.7%
UNP UNION PAC CORP 0.0%
Value ($000) $339 Shares 1,636 Est. Cost $187.25 Unrealized +1.6%
IGV ISHARES TR 0.0%
Value ($000) $338 Shares 1,322 Est. Cost $97.26 Unrealized
CHCT COMMUNITY HEALTHCARE TR INC 0.0%
Value ($000) $332 Shares 9,281 Est. Cost $35.80 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $331 Shares 3,493 Est. Cost $68.71 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $330 Shares 5,180 Est. Cost $37.58 Unrealized +46.1%
AMZN AMAZON COM INC 0.0%
Value ($000) $323 Shares 3,840 Est. Cost $126.71 Unrealized -22.0%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $322 Shares 8,267 Est. Cost $42.64 Unrealized
SSTK SHUTTERSTOCK INC 0.0%
Value ($000) $322 Shares 6,108 Est. Cost $50.96 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $319 Shares 12,064 Est. Cost $33.47 Unrealized -20.4%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $315 Shares 2,230 Est. Cost $146.61 Unrealized -3.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $315 Shares 711 Est. Cost $402.25 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $314 Shares 770 Est. Cost $388.17 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $311 Shares 1,184 Est. Cost $198.29 Unrealized +22.4%
CSCO CISCO SYS INC 0.0%
Value ($000) $311 Shares 6,518 Est. Cost $40.05 Unrealized +3.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $310 Shares 2,388 Est. Cost $65.34 Unrealized +77.0%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value ($000) $308 Shares 3,754 Est. Cost $99.79 Unrealized 0.0%
CBT CABOT CORP 0.0%
Value ($000) $300 Shares 4,487 Est. Cost $65.41 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $294 Shares 1,333 Est. Cost $142.90 Unrealized +38.2%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value ($000) $293 Shares 2,012 Est. Cost $124.15 Unrealized -0.7%
PATH UIPATH INC 0.0%
Value ($000) $290 Shares 22,806 Est. Cost $12.36 Unrealized 0.0%
HOLX HOLOGIC INC 0.0%
Value ($000) $284 Shares 3,794 Est. Cost $49.07 Unrealized +45.1%
SIG SIGNET JEWELERS LIMITED 0.0%
Value ($000) $280 Shares 4,124 Est. Cost $61.26 Unrealized 0.0%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $279 Shares 2,100 Est. Cost $118.31 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.0%
Value ($000) $279 Shares 119 Est. Cost $156.06 Unrealized +64.0%
SYY SYSCO CORP 0.0%
Value ($000) $276 Shares 3,606 Est. Cost $61.45 Unrealized +20.3%
VDC VANGUARD WORLD FDS 0.0%
Value ($000) $275 Shares 1,434 Est. Cost $171.55 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $269 Shares 3,257 Est. Cost $73.99 Unrealized
DHI D R HORTON INC 0.0%
Value ($000) $267 Shares 3,000 Est. Cost $71.17 Unrealized +9.2%
RRC RANGE RES CORP 0.0%
Value ($000) $260 Shares 10,381 Est. Cost $27.38 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $255 Shares 1,703 Est. Cost $106.93 Unrealized +30.6%
LEN LENNAR CORP 0.0%
Value ($000) $249 Shares 2,750 Est. Cost $74.02 Unrealized +4.7%
EOG EOG RES INC 0.0%
Value ($000) $247 Shares 1,907 Est. Cost $97.66 Unrealized +20.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $244 Shares 3,100 Est. Cost $46.96 Unrealized +48.5%
BCS BARCLAYS PLC 0.0%
Value ($000) $241 Shares 30,910 Est. Cost $6.41 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $233 Shares 3,100 Est. Cost $79.85 Unrealized
III INFORMATION SVCS GROUP INC 0.0%
Value ($000) $231 Shares 50,265 Est. Cost $4.43 Unrealized 0.0%
ATR APTARGROUP INC 0.0%
Value ($000) $231 Shares 2,100 Est. Cost $98.45 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $226 Shares 934 Est. Cost $220.78 Unrealized 0.0%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $225 Shares 996 Est. Cost $208.36 Unrealized +6.6%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $224 Shares 3,310 Est. Cost $67.80 Unrealized
KWEB KRANESHARES TR 0.0%
Value ($000) $224 Shares 7,420 Est. Cost $42.85 Unrealized
LIVENT CORP 0.0%
Value ($000) $223 Shares 11,223 Est. Cost $12.30 Unrealized
EXPI EXP WORLD HLDGS INC 0.0%
Value ($000) $222 Shares 20,032 Est. Cost $11.50 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $222 Shares 2,675 Est. Cost $74.83 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $219 Shares 1,830 Est. Cost $110.63 Unrealized -18.0%
WEX WEX INC 0.0%
Value ($000) $218 Shares 1,330 Est. Cost $155.68 Unrealized 0.0%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $214 Shares 910 Est. Cost $235.48 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $209 Shares 1,430 Est. Cost $14.65 Unrealized 0.0%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $208 Shares 1,485 Est. Cost $140.37 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $208 Shares 6,000 Est. Cost $29.99 Unrealized 0.0%
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $206 Shares 3,557 Est. Cost $62.31 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $204 Shares 1,180 Est. Cost $209.60 Unrealized -26.0%
PSX PHILLIPS 66 0.0%
Value ($000) $204 Shares 1,962 Est. Cost $91.37 Unrealized 0.0%
AOS SMITH A O CORP 0.0%
Value ($000) $203 Shares 3,549 Est. Cost $52.85 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $203 Shares 1,875 Est. Cost $108.21 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $202 Shares 2,180 Est. Cost $83.64 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $202 Shares 5,132 Est. Cost $30.76 Unrealized 0.0%
CLVT CLARIVATE PLC 0.0%
Value ($000) $175 Shares 21,000 Est. Cost $23.16 Unrealized -59.5%
PAYA HOLDINGS INC 0.0%
Value ($000) $108 Shares 13,718 Est. Cost $9.90 Unrealized
BHR BRAEMAR HOTELS & RESORTS INC 0.0%
Value ($000) $71 Shares 17,162 Est. Cost $6.20 Unrealized
ORCHARD THERAPEUTICS PLC 0.0%
Value ($000) $8 Shares 21,145 Est. Cost $0.52 Unrealized