Fayez Sarofim & Co Diversified Active

CIK: 0000937729 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 11, 2023

Total Value ($000): $28,571,634 (100.0% shares, 0.0% debt)

Holdings (281)

AAPL APPLE INC 9.2%
Value ($000) $2,631,103 Shares 15,955,747 Est. Cost $85.69 Unrealized +69.8%
MSFT MICROSOFT CORP 7.4%
Value ($000) $2,103,261 Shares 7,295,390 Est. Cost $84.13 Unrealized +196.5%
PM PHILIP MORRIS INTL INC 4.5%
Value ($000) $1,279,882 Shares 13,160,745 Est. Cost $51.38 Unrealized +69.2%
KO COCA COLA CO 4.2%
Value ($000) $1,208,750 Shares 19,486,534 Est. Cost $28.85 Unrealized +92.1%
XOM EXXON MOBIL CORP 4.0%
Value ($000) $1,156,861 Shares 10,549,530 Est. Cost $61.72 Unrealized +62.3%
CVX CHEVRON CORP NEW 3.3%
Value ($000) $946,934 Shares 5,803,717 Est. Cost $81.96 Unrealized +81.1%
TROW PRICE T ROWE GROUP INC 3.0%
Value ($000) $853,924 Shares 7,563,540 Est. Cost $56.74 Unrealized +75.4%
NVO NOVO-NORDISK A S 2.9%
Value ($000) $840,316 Shares 5,280,357 Est. Cost $73.01 Unrealized
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $640,746 Shares 4,309,273 Est. Cost $74.62 Unrealized +78.5%
TXN TEXAS INSTRS INC 2.2%
Value ($000) $626,292 Shares 3,366,979 Est. Cost $45.74 Unrealized +252.7%
JPM JPMORGAN CHASE & CO 2.1%
Value ($000) $610,483 Shares 4,684,848 Est. Cost $61.23 Unrealized +109.3%
MCD MCDONALDS CORP 2.1%
Value ($000) $605,752 Shares 2,166,417 Est. Cost $83.97 Unrealized +198.3%
V VISA INC 2.1%
Value ($000) $601,042 Shares 2,665,847 Est. Cost $113.19 Unrealized +92.5%
GOOG ALPHABET INC 2.0%
Value ($000) $581,844 Shares 5,594,653 Est. Cost $107.72 Unrealized -11.0%
HESS CORP 2.0%
Value ($000) $576,939 Shares 4,359,523 Est. Cost $102.66 Unrealized
PEP PEPSICO INC 1.9%
Value ($000) $541,878 Shares 2,972,454 Est. Cost $68.68 Unrealized +131.1%
AMZN AMAZON COM INC 1.9%
Value ($000) $536,666 Shares 5,195,716 Est. Cost $121.80 Unrealized -20.7%
MO ALTRIA GROUP INC 1.8%
Value ($000) $514,018 Shares 11,519,906 Est. Cost $16.96 Unrealized +114.0%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $507,746 Shares 1,074,391 Est. Cost $223.99 Unrealized +104.1%
UNP UNION PAC CORP 1.7%
Value ($000) $487,654 Shares 2,423,006 Est. Cost $107.09 Unrealized +76.8%
SPGI S&P GLOBAL INC 1.7%
Value ($000) $472,563 Shares 1,370,661 Est. Cost $174.45 Unrealized +97.0%
EPD ENTERPRISE PRODS PARTNERS L 1.5%
Value ($000) $429,145 Shares 16,569,305 Est. Cost $46.55 Unrealized
APD AIR PRODS & CHEMS INC 1.5%
Value ($000) $420,623 Shares 1,464,515 Est. Cost $152.80 Unrealized +76.8%
ABT ABBOTT LABS 1.4%
Value ($000) $413,070 Shares 4,079,297 Est. Cost $42.55 Unrealized +135.0%
BLACKROCK INC 1.3%
Value ($000) $380,519 Shares 568,686 Est. Cost $346.08 Unrealized
MDLZ MONDELEZ INTL INC 1.3%
Value ($000) $367,475 Shares 5,270,721 Est. Cost $23.53 Unrealized +159.7%
MRK MERCK & CO INC 1.2%
Value ($000) $351,127 Shares 3,300,376 Est. Cost $34.54 Unrealized +185.7%
EL LAUDER ESTEE COS INC 1.2%
Value ($000) $338,323 Shares 1,372,731 Est. Cost $87.23 Unrealized +175.9%
ASML ASML HOLDING N V 1.2%
Value ($000) $336,568 Shares 494,436 Est. Cost $193.26 Unrealized
ABBV ABBVIE INC 1.2%
Value ($000) $330,550 Shares 2,074,103 Est. Cost $34.97 Unrealized +295.0%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $315,622 Shares 2,036,268 Est. Cost $79.09 Unrealized +87.0%
CANADIAN PAC RY LTD 1.0%
Value ($000) $293,805 Shares 3,818,628 Est. Cost $95.50 Unrealized
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $285,628 Shares 7,534,381 Est. Cost $27.35 Unrealized +26.6%
BK BANK NEW YORK MELLON CORP 1.0%
Value ($000) $276,139 Shares 6,076,999 Est. Cost $21.54 Unrealized +107.7%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $269,004 Shares 740,221 Est. Cost $271.00 Unrealized +31.9%
MS MORGAN STANLEY 0.9%
Value ($000) $268,739 Shares 3,060,806 Est. Cost $65.58 Unrealized +29.3%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $230,265 Shares 1,034,296 Est. Cost $67.04 Unrealized +215.4%
PGR PROGRESSIVE CORP 0.8%
Value ($000) $228,150 Shares 1,594,785 Est. Cost $68.06 Unrealized +85.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $225,486 Shares 2,162,106 Est. Cost $72.20 Unrealized +38.8%
CB CHUBB LIMITED 0.8%
Value ($000) $219,916 Shares 1,132,535 Est. Cost $98.87 Unrealized +105.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $218,721 Shares 2,233,447 Est. Cost $64.37 Unrealized +43.4%
INTU INTUIT 0.7%
Value ($000) $203,957 Shares 457,477 Est. Cost $326.24 Unrealized +23.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $202,536 Shares 435 Est. Cost $255201.20 Unrealized +82.9%
MAR MARRIOTT INTL INC NEW 0.7%
Value ($000) $196,927 Shares 1,186,019 Est. Cost $134.95 Unrealized +19.9%
ISRG INTUITIVE SURGICAL INC 0.7%
Value ($000) $186,201 Shares 728,856 Est. Cost $279.87 Unrealized -12.0%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $159,873 Shares 414,856 Est. Cost $453.96 Unrealized -21.7%
NKE NIKE INC 0.6%
Value ($000) $158,952 Shares 1,296,086 Est. Cost $61.49 Unrealized +89.8%
LIN LINDE PLC 0.5%
Value ($000) $140,753 Shares 395,996 Est. Cost $322.30 Unrealized 0.0%
COP CONOCOPHILLIPS 0.5%
Value ($000) $137,016 Shares 1,381,075 Est. Cost $45.95 Unrealized +116.5%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $135,520 Shares 602,926 Est. Cost $222.97 Unrealized +0.0%
DIS DISNEY WALT CO 0.4%
Value ($000) $127,435 Shares 1,272,699 Est. Cost $83.66 Unrealized +17.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.4%
Value ($000) $126,981 Shares 866,352 Est. Cost $117.63 Unrealized +15.9%
META META PLATFORMS INC 0.4%
Value ($000) $120,626 Shares 569,153 Est. Cost $130.14 Unrealized +30.0%
DEO DIAGEO PLC 0.4%
Value ($000) $117,406 Shares 648,008 Est. Cost $128.06 Unrealized
WMT WALMART INC 0.4%
Value ($000) $106,575 Shares 722,787 Est. Cost $21.17 Unrealized +116.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $102,266 Shares 331,204 Est. Cost $202.55 Unrealized +52.1%
ZTS ZOETIS INC 0.3%
Value ($000) $99,627 Shares 598,578 Est. Cost $111.08 Unrealized +43.2%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $94,295 Shares 491,477 Est. Cost $108.50 Unrealized +63.9%
EOG EOG RES INC 0.3%
Value ($000) $90,922 Shares 793,177 Est. Cost $101.88 Unrealized +7.3%
BX BLACKSTONE INC 0.3%
Value ($000) $75,374 Shares 858,087 Est. Cost $55.30 Unrealized +46.8%
STT STATE STR CORP 0.3%
Value ($000) $72,969 Shares 964,048 Est. Cost $55.36 Unrealized +37.6%
AZN ASTRAZENECA PLC 0.3%
Value ($000) $71,668 Shares 1,032,527 Est. Cost $69.37 Unrealized
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $70,944 Shares 840,572 Est. Cost $48.46 Unrealized +62.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $68,436 Shares 199,278 Est. Cost $305.62 Unrealized +7.9%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $64,635 Shares 3,691,346 Est. Cost $20.68 Unrealized -26.3%
PSX PHILLIPS 66 0.2%
Value ($000) $63,451 Shares 625,878 Est. Cost $45.35 Unrealized +102.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $60,150 Shares 364,658 Est. Cost $63.78 Unrealized +150.8%
KMPR KEMPER CORP 0.2%
Value ($000) $54,829 Shares 1,003,089 Est. Cost $33.56 Unrealized +72.7%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $54,713 Shares 122,303 Est. Cost $139.77 Unrealized +203.1%
IT GARTNER INC 0.2%
Value ($000) $54,146 Shares 166,211 Est. Cost $239.08 Unrealized +38.3%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $43,323 Shares 256,200 Est. Cost $67.21 Unrealized +145.2%
HD HOME DEPOT INC 0.2%
Value ($000) $43,033 Shares 145,817 Est. Cost $91.62 Unrealized +210.7%
TGT TARGET CORP 0.1%
Value ($000) $42,740 Shares 258,048 Est. Cost $63.12 Unrealized +135.5%
CME CME GROUP INC 0.1%
Value ($000) $36,113 Shares 188,558 Est. Cost $164.21 Unrealized -1.4%
PFE PFIZER INC 0.1%
Value ($000) $33,894 Shares 830,730 Est. Cost $23.03 Unrealized +58.7%
TOTALENERGIES SE 0.1%
Value ($000) $33,755 Shares 571,636 Est. Cost $48.84 Unrealized
ALG ALAMO GROUP INC 0.1%
Value ($000) $27,900 Shares 151,500 Est. Cost $38.15 Unrealized +323.7%
SHEL SHELL PLC 0.1%
Value ($000) $26,269 Shares 456,542 Est. Cost $54.93 Unrealized
Z ZILLOW GROUP INC 0.1%
Value ($000) $25,639 Shares 576,550 Est. Cost $28.09 Unrealized +51.3%
INTC INTEL CORP 0.1%
Value ($000) $22,779 Shares 697,243 Est. Cost $17.79 Unrealized +54.7%
NVS NOVARTIS AG 0.1%
Value ($000) $21,735 Shares 236,245 Est. Cost $80.29 Unrealized
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $21,733 Shares 123,300 Est. Cost $56.56 Unrealized +196.7%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $20,610 Shares 1,652,787 Est. Cost $51.94 Unrealized
SBR SABINE RTY TR 0.1%
Value ($000) $18,692 Shares 260,298 Est. Cost $57.41 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $18,199 Shares 174,771 Est. Cost $60.72 Unrealized +59.9%
CHTR CHARTER COMMUNICATIONS INC N 0.1%
Value ($000) $16,158 Shares 45,183 Est. Cost $251.05 Unrealized +48.8%
ZG ZILLOW GROUP INC 0.0%
Value ($000) $13,585 Shares 310,873 Est. Cost $34.72 Unrealized +19.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $11,489 Shares 332,236 Est. Cost $75.12 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $10,712 Shares 47,420 Est. Cost $142.23 Unrealized +48.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $8,874 Shares 43,479 Est. Cost $241.45 Unrealized
BRCC BRC INC 0.0%
Value ($000) $8,717 Shares 1,695,826 Est. Cost $17.44 Unrealized -64.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $8,604 Shares 37,598 Est. Cost $127.97 Unrealized +80.2%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $8,093 Shares 17,119 Est. Cost $316.17 Unrealized +37.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $7,880 Shares 118,087 Est. Cost $108.93 Unrealized
PLD PROLOGIS INC. 0.0%
Value ($000) $7,755 Shares 62,152 Est. Cost $74.85 Unrealized +49.5%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $7,700 Shares 490,740 Est. Cost $11.00 Unrealized
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $7,125 Shares 72,473 Est. Cost $109.30 Unrealized -12.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $6,403 Shares 12,886 Est. Cost $118.15 Unrealized +298.9%
AMGN AMGEN INC 0.0%
Value ($000) $6,358 Shares 26,300 Est. Cost $159.58 Unrealized +40.4%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $6,145 Shares 15,011 Est. Cost $396.12 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $5,951 Shares 29,125 Est. Cost $218.27 Unrealized -13.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $5,897 Shares 76,504 Est. Cost $62.61 Unrealized +12.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $5,872 Shares 60,864 Est. Cost $71.64 Unrealized +23.1%
BAC BANK AMERICA CORP 0.0%
Value ($000) $5,717 Shares 199,908 Est. Cost $15.83 Unrealized +93.1%
SUNNOVA ENERGY INTL INC. 0.0%
Value ($000) $5,532 Shares 354,161 Est. Cost $28.13 Unrealized
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $5,486 Shares 57,635 Est. Cost $103.03 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $5,394 Shares 117,895 Est. Cost $17.13 Unrealized +151.6%
MSCI MSCI INC 0.0%
Value ($000) $5,373 Shares 9,600 Est. Cost $511.54 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $5,342 Shares 27,950 Est. Cost $144.31 Unrealized +22.4%
GOOGL ALPHABET INC 0.0%
Value ($000) $5,309 Shares 51,185 Est. Cost $107.59 Unrealized -11.5%
KELLOGG CO 0.0%
Value ($000) $5,251 Shares 78,416 Est. Cost $39.27 Unrealized +45.7%
SCI SERVICE CORP INTL 0.0%
Value ($000) $5,112 Shares 74,325 Est. Cost $30.09 Unrealized +129.5%
MDT MEDTRONIC PLC 0.0%
Value ($000) $4,510 Shares 55,942 Est. Cost $83.12 Unrealized -10.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4,418 Shares 15,457 Est. Cost $191.04 Unrealized +36.8%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4,347 Shares 17,854 Est. Cost $111.02 Unrealized +96.1%
AVGO BROADCOM INC 0.0%
Value ($000) $4,130 Shares 6,438 Est. Cost $45.06 Unrealized +27.8%
OGN ORGANON & CO 0.0%
Value ($000) $3,947 Shares 167,805 Est. Cost $26.93 Unrealized -13.6%
ORCL ORACLE CORP 0.0%
Value ($000) $3,880 Shares 41,761 Est. Cost $36.58 Unrealized +131.8%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $3,717 Shares 44,794 Est. Cost $56.85 Unrealized +31.4%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $3,657 Shares 34,885 Est. Cost $83.49 Unrealized +21.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $3,552 Shares 47,259 Est. Cost $51.11 Unrealized +36.2%
EQIX EQUINIX INC 0.0%
Value ($000) $3,189 Shares 4,423 Est. Cost $675.85 Unrealized -2.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $3,188 Shares 50,177 Est. Cost $31.56 Unrealized +81.6%
DE DEERE & CO 0.0%
Value ($000) $3,155 Shares 7,642 Est. Cost $273.23 Unrealized +45.3%
SYY SYSCO CORP 0.0%
Value ($000) $3,144 Shares 40,705 Est. Cost $34.01 Unrealized +107.8%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $2,967 Shares 60,423 Est. Cost $42.27 Unrealized +16.9%
OVV OVINTIV INC 0.0%
Value ($000) $2,949 Shares 81,733 Est. Cost $10.56 Unrealized +317.8%
RACE FERRARI N V 0.0%
Value ($000) $2,945 Shares 10,870 Est. Cost $163.57 Unrealized +56.1%
REATA PHARMACEUTICALS INC 0.0%
Value ($000) $2,758 Shares 30,329 Est. Cost $34.98 Unrealized
BTI BRITISH AMERN TOB PLC 0.0%
Value ($000) $2,713 Shares 77,250 Est. Cost $87.58 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $2,538 Shares 8,648 Est. Cost $204.93 Unrealized +32.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2,464 Shares 28,282 Est. Cost $57.51 Unrealized +43.6%
RL RALPH LAUREN CORP 0.0%
Value ($000) $2,438 Shares 20,900 Est. Cost $84.00 Unrealized +33.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2,417 Shares 59,069 Est. Cost $29.35 Unrealized +36.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $2,358 Shares 25,638 Est. Cost $114.11 Unrealized -19.7%
FOXA FOX CORP 0.0%
Value ($000) $2,329 Shares 68,391 Est. Cost $35.41 Unrealized -8.1%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $2,257 Shares 10,644 Est. Cost $79.82 Unrealized +171.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $2,229 Shares 17,003 Est. Cost $114.21 Unrealized +5.7%
CCI CROWN CASTLE INC 0.0%
Value ($000) $2,224 Shares 16,619 Est. Cost $142.76 Unrealized -17.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2,198 Shares 2,675 Est. Cost $588.03 Unrealized +27.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2,143 Shares 8,501 Est. Cost $146.61 Unrealized +52.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $2,122 Shares 3,681 Est. Cost $483.51 Unrealized +15.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $2,112 Shares 18,429 Est. Cost $93.40 Unrealized +11.7%
CSX CSX CORP 0.0%
Value ($000) $2,066 Shares 69,000 Est. Cost $23.49 Unrealized +25.5%
BIIB BIOGEN INC 0.0%
Value ($000) $2,061 Shares 7,413 Est. Cost $271.82 Unrealized +1.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $2,056 Shares 22,101 Est. Cost $92.11 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $2,016 Shares 9,440 Est. Cost $204.36 Unrealized +8.9%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,894 Shares 36,235 Est. Cost $29.41 Unrealized +52.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1,805 Shares 9,306 Est. Cost $157.06 Unrealized +0.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,801 Shares 10,815 Est. Cost $91.25 Unrealized +74.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,799 Shares 18,352 Est. Cost $122.00 Unrealized -33.3%
LOW LOWES COS INC 0.0%
Value ($000) $1,765 Shares 8,824 Est. Cost $98.63 Unrealized +94.9%
CMI CUMMINS INC 0.0%
Value ($000) $1,718 Shares 7,193 Est. Cost $218.61 Unrealized +4.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $1,704 Shares 19,938 Est. Cost $40.31 Unrealized +78.5%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $1,679 Shares 30,335 Est. Cost $9.29 Unrealized +171.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,671 Shares 23,287 Est. Cost $27.40 Unrealized +4.6%
FOX FOX CORP 0.0%
Value ($000) $1,657 Shares 52,931 Est. Cost $34.53 Unrealized -12.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $1,640 Shares 7,186 Est. Cost $137.94 Unrealized +57.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1,553 Shares 18,768 Est. Cost $70.29 Unrealized +11.8%
FISV FISERV INC 0.0%
Value ($000) $1,520 Shares 13,444 Est. Cost $62.81 Unrealized +75.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $1,506 Shares 51,126 Est. Cost $27.07 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $1,486 Shares 4,630 Est. Cost $195.83 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,417 Shares 10,150 Est. Cost $64.70 Unrealized +90.1%
KEX KIRBY CORP 0.0%
Value ($000) $1,408 Shares 20,195 Est. Cost $76.13 Unrealized -9.5%
DOW DOW INC 0.0%
Value ($000) $1,404 Shares 25,616 Est. Cost $38.01 Unrealized +24.4%
UNILEVER PLC 0.0%
Value ($000) $1,342 Shares 25,833 Est. Cost $58.94 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,341 Shares 18,042 Est. Cost $72.32 Unrealized +4.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $1,328 Shares 7,900 Est. Cost $138.09 Unrealized +11.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $1,286 Shares 4,631 Est. Cost $20.24 Unrealized +6.8%
MAS MASCO CORP 0.0%
Value ($000) $1,260 Shares 25,345 Est. Cost $53.91 Unrealized -9.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,246 Shares 7,637 Est. Cost $114.28 Unrealized +28.1%
BHP BHP GROUP LTD 0.0%
Value ($000) $1,141 Shares 17,989 Est. Cost $77.24 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value ($000) $1,065 Shares 18,000 Est. Cost $28.83 Unrealized +78.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,057 Shares 7,878 Est. Cost $112.36 Unrealized +3.5%
CTVA CORTEVA INC 0.0%
Value ($000) $1,048 Shares 17,375 Est. Cost $25.11 Unrealized +135.4%
TPR TAPESTRY INC 0.0%
Value ($000) $1,027 Shares 23,826 Est. Cost $32.59 Unrealized +21.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $988 Shares 14,257 Est. Cost $44.06 Unrealized +39.6%
HDB HDFC BANK LTD 0.0%
Value ($000) $972 Shares 14,575 Est. Cost $64.23 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value ($000) $968 Shares 11,848 Est. Cost $23.36 Unrealized +64.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $955 Shares 2,069 Est. Cost $323.39 Unrealized +36.7%
TSLA TESLA INC 0.0%
Value ($000) $935 Shares 4,506 Est. Cost $226.80 Unrealized -23.1%
YUM YUM BRANDS INC 0.0%
Value ($000) $922 Shares 6,980 Est. Cost $62.73 Unrealized +94.1%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $867 Shares 6,490 Est. Cost $177.85 Unrealized -35.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $840 Shares 1,679 Est. Cost $151.95 Unrealized +214.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $821 Shares 4,907 Est. Cost $115.46 Unrealized +34.2%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $815 Shares 10,234 Est. Cost $42.00 Unrealized +77.1%
IYY ISHARES TR 0.0%
Value ($000) $801 Shares 8,000 Est. Cost $117.88 Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $775 Shares 10,000 Est. Cost $25.58 Unrealized +186.5%
XIFR NEXTERA ENERGY PARTNERS LP 0.0%
Value ($000) $758 Shares 12,475 Est. Cost $76.18 Unrealized -9.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $757 Shares 2,470 Est. Cost $104.39 Unrealized +201.4%
JD JD.COM INC 0.0%
Value ($000) $754 Shares 17,170 Est. Cost $59.10 Unrealized
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $719 Shares 271 Est. Cost $1946.19 Unrealized +23.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $707 Shares 2,857 Est. Cost $154.23 Unrealized +50.6%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $702 Shares 5,400 Est. Cost $115.97 Unrealized +9.7%
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $694 Shares 19,062 Est. Cost $29.16 Unrealized +60.0%
CCK CROWN HLDGS INC 0.0%
Value ($000) $670 Shares 8,100 Est. Cost $40.68 Unrealized +101.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $632 Shares 1,933 Est. Cost $196.30 Unrealized +64.9%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $629 Shares 10,479 Est. Cost $66.18 Unrealized -18.0%
T AT&T INC 0.0%
Value ($000) $616 Shares 31,988 Est. Cost $14.47 Unrealized +13.1%
BALL BALL CORP 0.0%
Value ($000) $601 Shares 10,900 Est. Cost $34.60 Unrealized +54.3%
BAX BAXTER INTL INC 0.0%
Value ($000) $587 Shares 14,473 Est. Cost $33.42 Unrealized +18.0%
CXT CRANE HLDGS CO 0.0%
Value ($000) $579 Shares 5,099 Est. Cost $31.73 Unrealized +20.6%
IRM IRON MTN INC DEL 0.0%
Value ($000) $571 Shares 10,786 Est. Cost $36.95 Unrealized +27.8%
MET METLIFE INC 0.0%
Value ($000) $567 Shares 9,779 Est. Cost $55.24 Unrealized +11.8%
ETN EATON CORP PLC 0.0%
Value ($000) $564 Shares 3,292 Est. Cost $70.98 Unrealized +125.6%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $562 Shares 12,444 Est. Cost $51.03 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $555 Shares 14,855 Est. Cost $33.19 Unrealized +21.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $549 Shares 1,924 Est. Cost $179.23 Unrealized +43.8%
HAL HALLIBURTON CO 0.0%
Value ($000) $536 Shares 16,940 Est. Cost $34.66 Unrealized -0.0%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $533 Shares 9,600 Est. Cost $55.18 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $529 Shares 1,546 Est. Cost $376.26 Unrealized -9.4%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $513 Shares 8,338 Est. Cost $48.38 Unrealized +32.9%
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $511 Shares 1,438 Est. Cost $276.70 Unrealized +24.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $509 Shares 739 Est. Cost $302.34 Unrealized +105.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $501 Shares 2,543 Est. Cost $155.29 Unrealized +9.8%
STEL STELLAR BANCORP INC 0.0%
Value ($000) $499 Shares 20,263 Est. Cost $30.96 Unrealized -9.2%
CSL CARLISLE COS INC 0.0%
Value ($000) $493 Shares 2,181 Est. Cost $132.46 Unrealized +77.3%
AZO AUTOZONE INC 0.0%
Value ($000) $492 Shares 200 Est. Cost $1053.52 Unrealized +131.5%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $489 Shares 4,639 Est. Cost $97.43 Unrealized +16.3%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $471 Shares 7,065 Est. Cost $63.01 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $456 Shares 11,719 Est. Cost $38.29 Unrealized -14.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $454 Shares 2,272 Est. Cost $87.35 Unrealized -3.0%
AON AON PLC 0.0%
Value ($000) $444 Shares 1,408 Est. Cost $227.56 Unrealized +33.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $441 Shares 5,378 Est. Cost $71.08 Unrealized 0.0%
SEIC SEI INVTS CO 0.0%
Value ($000) $420 Shares 7,300 Est. Cost $24.76 Unrealized +132.9%
IJR ISHARES TR 0.0%
Value ($000) $404 Shares 4,177 Est. Cost $83.57 Unrealized
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $403 Shares 7,336 Est. Cost $32.01 Unrealized +49.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $399 Shares 2,886 Est. Cost $83.18 Unrealized +72.2%
GRMN GARMIN LTD 0.0%
Value ($000) $398 Shares 3,944 Est. Cost $115.12 Unrealized -20.0%
MCO MOODYS CORP 0.0%
Value ($000) $393 Shares 1,285 Est. Cost $261.83 Unrealized +12.7%
HUM HUMANA INC 0.0%
Value ($000) $388 Shares 800 Est. Cost $478.45 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $374 Shares 1,591 Est. Cost $40.48 Unrealized +6.9%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $371 Shares 4,210 Est. Cost $74.72 Unrealized +12.6%
EXP EAGLE MATLS INC 0.0%
Value ($000) $356 Shares 2,425 Est. Cost $82.87 Unrealized +68.7%
VABK VIRGINIA NATL BANKSHARES COR 0.0%
Value ($000) $349 Shares 9,719 Est. Cost $34.28 Unrealized +9.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $349 Shares 1,050 Est. Cost $258.10 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $346 Shares 1,208 Est. Cost $190.32 Unrealized +34.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $340 Shares 5,451 Est. Cost $41.76 Unrealized +41.7%
GLW CORNING INC 0.0%
Value ($000) $335 Shares 9,500 Est. Cost $33.34 Unrealized -3.7%
IJK ISHARES TR 0.0%
Value ($000) $335 Shares 4,680 Est. Cost $97.76 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $330 Shares 1,568 Est. Cost $186.52 Unrealized +13.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $330 Shares 2,083 Est. Cost $161.64 Unrealized -15.7%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $329 Shares 17,928 Est. Cost $18.84 Unrealized +0.9%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $323 Shares 3,550 Est. Cost $54.00 Unrealized +51.9%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $316 Shares 4,980 Est. Cost $41.12 Unrealized +46.8%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $314 Shares 2,472 Est. Cost $174.10 Unrealized -22.7%
IVV ISHARES TR 0.0%
Value ($000) $301 Shares 732 Est. Cost $385.17 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.0%
Value ($000) $294 Shares 1,509 Est. Cost $120.38 Unrealized +54.7%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $291 Shares 1,103 Est. Cost $193.55 Unrealized +28.1%
PPG PPG INDS INC 0.0%
Value ($000) $290 Shares 2,168 Est. Cost $147.48 Unrealized -17.9%
ECL ECOLAB INC 0.0%
Value ($000) $290 Shares 1,749 Est. Cost $158.95 Unrealized -5.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $285 Shares 3,747 Est. Cost $95.95 Unrealized -19.9%
ROST ROSS STORES INC 0.0%
Value ($000) $283 Shares 2,666 Est. Cost $81.75 Unrealized +33.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $264 Shares 6,917 Est. Cost $30.73 Unrealized +5.6%
BRKR BRUKER CORP 0.0%
Value ($000) $259 Shares 3,290 Est. Cost $62.82 Unrealized +13.7%
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $259 Shares 4,776 Est. Cost $50.24 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $257 Shares 6,634 Est. Cost $46.15 Unrealized -25.9%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $253 Shares 11,500 Est. Cost $26.87 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $252 Shares 14,584 Est. Cost $15.15 Unrealized +17.6%
FAST FASTENAL CO 0.0%
Value ($000) $248 Shares 4,600 Est. Cost $26.67 Unrealized -10.4%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $246 Shares 2,000 Est. Cost $93.28 Unrealized +20.0%
HPQ HP INC 0.0%
Value ($000) $240 Shares 8,180 Est. Cost $24.56 Unrealized +4.7%
HOWARD HUGHES CORP 0.0%
Value ($000) $234 Shares 2,931 Est. Cost $76.42 Unrealized
UAL UNITED AIRLS HLDGS INC 0.0%
Value ($000) $223 Shares 5,037 Est. Cost $47.92 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $219 Shares 498 Est. Cost $405.30 Unrealized +4.7%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $219 Shares 3,721 Est. Cost $58.22 Unrealized 0.0%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $218 Shares 1,194 Est. Cost $176.07 Unrealized +4.0%
BP BP PLC 0.0%
Value ($000) $217 Shares 5,717 Est. Cost $37.94 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $216 Shares 4,295 Est. Cost $47.09 Unrealized +16.1%
PIONEER NAT RES CO 0.0%
Value ($000) $213 Shares 1,041 Est. Cost $248.54 Unrealized
IJJ ISHARES TR 0.0%
Value ($000) $212 Shares 2,060 Est. Cost $100.80 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $207 Shares 914 Est. Cost $226.82 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $205 Shares 1,198 Est. Cost $169.33 Unrealized +1.6%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $205 Shares 3,798 Est. Cost $51.28 Unrealized 0.0%
NWS NEWS CORP NEW 0.0%
Value ($000) $191 Shares 10,934 Est. Cost $15.06 Unrealized +19.8%
IVZ INVESCO LTD 0.0%
Value ($000) $175 Shares 10,691 Est. Cost $18.97 Unrealized -18.1%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $151 Shares 11,500 Est. Cost $6.74 Unrealized
ONTF ON24 INC 0.0%
Value ($000) $130 Shares 14,882 Est. Cost $8.02 Unrealized +10.1%
VTRS VIATRIS INC 0.0%
Value ($000) $103 Shares 10,666 Est. Cost $13.24 Unrealized -26.8%
WTI W & T OFFSHORE INC 0.0%
Value ($000) $60 Shares 11,858 Est. Cost $4.06 Unrealized +37.7%
PLX PHARMA INC 0.0%
Value ($000) $2 Shares 13,729 Est. Cost $6.48 Unrealized