Fayez Sarofim & Co Diversified Active

CIK: 0000937729 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $41,146,054 (100.0% shares, 0.0% debt)

Holdings (312)

AAPL APPLE INC 10.4%
Value ($000) $4,283,803 Shares 17,035,394 Est. Cost $98.35 Unrealized +138.4%
MSFT MICROSOFT CORP 8.4%
Value ($000) $3,476,192 Shares 8,196,754 Est. Cost $141.78 Unrealized +197.9%
AMZN AMAZON COM INC 4.4%
Value ($000) $1,820,125 Shares 8,227,820 Est. Cost $134.79 Unrealized +51.8%
GOOG ALPHABET INC 3.6%
Value ($000) $1,470,203 Shares 7,654,196 Est. Cost $122.68 Unrealized +43.2%
PM PHILIP MORRIS INTL INC 3.0%
Value ($000) $1,241,216 Shares 10,313,383 Est. Cost $57.34 Unrealized +110.3%
KO COCA COLA CO 2.8%
Value ($000) $1,148,609 Shares 18,408,210 Est. Cost $33.09 Unrealized +90.7%
XOM EXXON MOBIL CORP 2.7%
Value ($000) $1,094,847 Shares 10,177,991 Est. Cost $66.38 Unrealized +69.3%
V VISA INC 2.6%
Value ($000) $1,084,482 Shares 3,397,604 Est. Cost $145.23 Unrealized +105.4%
NVO NOVO-NORDISK A S 2.4%
Value ($000) $979,293 Shares 11,384,481 Est. Cost $87.17 Unrealized
CVX CHEVRON CORP NEW 2.2%
Value ($000) $912,045 Shares 6,245,213 Est. Cost $99.28 Unrealized +46.6%
JPM JPMORGAN CHASE & CO. 2.2%
Value ($000) $910,227 Shares 3,769,853 Est. Cost $89.35 Unrealized +155.2%
TXN TEXAS INSTRS INC 2.2%
Value ($000) $887,343 Shares 4,693,267 Est. Cost $79.41 Unrealized +143.2%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $825,517 Shares 4,907,842 Est. Cost $103.24 Unrealized +60.5%
MCD MCDONALDS CORP 2.0%
Value ($000) $811,217 Shares 2,782,641 Est. Cost $128.74 Unrealized +125.4%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $791,625 Shares 5,814,117 Est. Cost $115.48 Unrealized +19.3%
UNH UNITEDHEALTH GROUP INC 1.9%
Value ($000) $784,117 Shares 1,542,449 Est. Cost $305.76 Unrealized +80.8%
SPGI S&P GLOBAL INC 1.9%
Value ($000) $783,150 Shares 1,562,279 Est. Cost $207.35 Unrealized +142.6%
TROW PRICE T ROWE GROUP INC 1.7%
Value ($000) $684,474 Shares 6,052,469 Est. Cost $60.42 Unrealized +80.5%
BLK BLACKROCK INC 1.7%
Value ($000) $683,670 Shares 660,054 Est. Cost $991.05 Unrealized 0.0%
UNP UNION PAC CORP 1.6%
Value ($000) $658,127 Shares 2,875,490 Est. Cost $128.14 Unrealized +79.7%
MA MASTERCARD INCORPORATED 1.5%
Value ($000) $614,549 Shares 1,157,037 Est. Cost $329.02 Unrealized +56.4%
ISRG INTUITIVE SURGICAL INC 1.5%
Value ($000) $597,323 Shares 1,131,570 Est. Cost $320.72 Unrealized +62.4%
INTU INTUIT 1.4%
Value ($000) $565,967 Shares 893,017 Est. Cost $445.51 Unrealized +42.5%
EPD ENTERPRISE PRODS PARTNERS L 1.3%
Value ($000) $548,577 Shares 17,492,880 Est. Cost $45.50 Unrealized
PGR PROGRESSIVE CORP 1.3%
Value ($000) $536,770 Shares 2,240,181 Est. Cost $86.12 Unrealized +169.4%
ABT ABBOTT LABS 1.3%
Value ($000) $532,859 Shares 4,675,798 Est. Cost $56.33 Unrealized +101.2%
META META PLATFORMS INC 1.3%
Value ($000) $523,260 Shares 893,682 Est. Cost $314.07 Unrealized +86.2%
ASML ASML HOLDING N V 1.2%
Value ($000) $479,717 Shares 692,152 Est. Cost $942.90 Unrealized
PEP PEPSICO INC 1.1%
Value ($000) $456,420 Shares 2,985,941 Est. Cost $77.00 Unrealized +103.3%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $397,603 Shares 1,358,258 Est. Cost $111.15 Unrealized +159.0%
ABBV ABBVIE INC 1.0%
Value ($000) $392,040 Shares 2,206,188 Est. Cost $56.01 Unrealized +216.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $389,856 Shares 1,941,820 Est. Cost $168.63 Unrealized
CME CME GROUP INC 0.9%
Value ($000) $353,787 Shares 1,523,436 Est. Cost $184.43 Unrealized +19.1%
CP CANADIAN PACIFIC KANSAS CITY 0.9%
Value ($000) $350,820 Shares 4,779,943 Est. Cost $77.63 Unrealized -1.5%
CB CHUBB LIMITED 0.8%
Value ($000) $347,060 Shares 1,256,098 Est. Cost $158.00 Unrealized +78.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $328,320 Shares 724,320 Est. Cost $326.61 Unrealized +41.4%
NOW SERVICENOW INC 0.8%
Value ($000) $325,427 Shares 303,626 Est. Cost $145.60 Unrealized +39.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.8%
Value ($000) $322,316 Shares 2,163,052 Est. Cost $74.91 Unrealized +108.6%
MRK MERCK & CO INC 0.8%
Value ($000) $318,824 Shares 3,204,907 Est. Cost $61.32 Unrealized +61.0%
MO ALTRIA GROUP INC 0.8%
Value ($000) $315,845 Shares 6,040,250 Est. Cost $18.82 Unrealized +159.4%
LLY ELI LILLY & CO 0.7%
Value ($000) $305,170 Shares 395,297 Est. Cost $478.13 Unrealized +71.7%
MAR MARRIOTT INTL INC NEW 0.7%
Value ($000) $296,455 Shares 1,047,156 Est. Cost $142.43 Unrealized +90.7%
MS MORGAN STANLEY 0.7%
Value ($000) $281,451 Shares 2,238,714 Est. Cost $82.84 Unrealized +44.3%
ADBE ADOBE INC 0.7%
Value ($000) $279,761 Shares 622,523 Est. Cost $475.44 Unrealized +4.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $276,454 Shares 406 Est. Cost $303440.90 Unrealized +128.2%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $269,961 Shares 4,519,695 Est. Cost $30.07 Unrealized +111.6%
HD HOME DEPOT INC 0.6%
Value ($000) $245,640 Shares 631,481 Est. Cost $270.74 Unrealized +46.7%
AZN ASTRAZENECA PLC 0.6%
Value ($000) $238,690 Shares 3,643,010 Est. Cost $68.77 Unrealized
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $237,097 Shares 697,488 Est. Cost $234.23 Unrealized +57.8%
BK BANK NEW YORK MELLON CORP 0.5%
Value ($000) $217,067 Shares 2,825,290 Est. Cost $54.22 Unrealized +39.3%
EOG EOG RES INC 0.5%
Value ($000) $212,873 Shares 1,736,604 Est. Cost $109.49 Unrealized +12.6%
BX BLACKSTONE INC 0.5%
Value ($000) $206,804 Shares 1,199,419 Est. Cost $88.32 Unrealized +91.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $202,375 Shares 895,107 Est. Cost $124.62 Unrealized +76.4%
HESS CORP 0.5%
Value ($000) $202,011 Shares 1,518,765 Est. Cost $108.21 Unrealized
ZTS ZOETIS INC 0.5%
Value ($000) $191,303 Shares 1,174,143 Est. Cost $143.14 Unrealized +23.2%
LIN LINDE PLC 0.4%
Value ($000) $184,021 Shares 439,536 Est. Cost $339.55 Unrealized +32.1%
COP CONOCOPHILLIPS 0.4%
Value ($000) $174,064 Shares 1,755,205 Est. Cost $63.29 Unrealized +61.6%
NKE NIKE INC 0.4%
Value ($000) $167,220 Shares 2,209,863 Est. Cost $76.38 Unrealized +0.1%
IT GARTNER INC 0.4%
Value ($000) $163,908 Shares 338,325 Est. Cost $334.43 Unrealized +54.2%
VRSK VERISK ANALYTICS INC 0.4%
Value ($000) $158,161 Shares 574,232 Est. Cost $129.68 Unrealized +112.9%
WMT WALMART INC 0.4%
Value ($000) $155,979 Shares 1,726,389 Est. Cost $45.87 Unrealized +87.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value ($000) $152,207 Shares 862,850 Est. Cost $188.81 Unrealized +7.0%
DE DEERE & CO 0.4%
Value ($000) $147,049 Shares 340,928 Est. Cost $410.78 Unrealized +0.8%
CSGP COSTAR GROUP INC 0.4%
Value ($000) $146,265 Shares 2,043,090 Est. Cost $81.96 Unrealized -7.9%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $130,663 Shares 903,490 Est. Cost $79.09 Unrealized +89.1%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $102,558 Shares 1,107,423 Est. Cost $58.13 Unrealized +69.1%
ICLR ICON PLC 0.2%
Value ($000) $91,760 Shares 429,980 Est. Cost $304.18 Unrealized -23.2%
DEO DIAGEO PLC 0.2%
Value ($000) $90,946 Shares 715,380 Est. Cost $131.32 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $83,391 Shares 179,672 Est. Cost $244.42 Unrealized +90.7%
PSX PHILLIPS 66 0.2%
Value ($000) $80,513 Shares 706,688 Est. Cost $58.58 Unrealized +108.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $79,155 Shares 272,911 Est. Cost $159.59 Unrealized +90.5%
RTX RTX CORPORATION 0.2%
Value ($000) $78,057 Shares 674,534 Est. Cost $66.39 Unrealized +78.1%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $70,463 Shares 1,877,500 Est. Cost $29.19 Unrealized +37.0%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $68,007 Shares 2,482,012 Est. Cost $20.06 Unrealized +24.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $66,100 Shares 222,717 Est. Cost $67.55 Unrealized +319.8%
KMPR KEMPER CORP 0.2%
Value ($000) $62,669 Shares 943,248 Est. Cost $37.97 Unrealized +73.7%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $52,553 Shares 148,092 Est. Cost $81.19 Unrealized +342.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $52,361 Shares 470,237 Est. Cost $87.52 Unrealized +18.3%
Z ZILLOW GROUP INC 0.1%
Value ($000) $51,709 Shares 698,303 Est. Cost $31.79 Unrealized +124.9%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $51,388 Shares 274,114 Est. Cost $138.47 Unrealized +45.5%
ETN EATON CORP PLC 0.1%
Value ($000) $48,203 Shares 145,247 Est. Cost $338.29 Unrealized +2.6%
SHEL SHELL PLC 0.1%
Value ($000) $33,642 Shares 536,986 Est. Cost $64.44 Unrealized
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $33,164 Shares 442,306 Est. Cost $96.93 Unrealized -20.2%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $28,342 Shares 1,659,377 Est. Cost $51.94 Unrealized
ZG ZILLOW GROUP INC 0.1%
Value ($000) $26,719 Shares 377,115 Est. Cost $36.68 Unrealized +87.9%
TGT TARGET CORP 0.1%
Value ($000) $25,004 Shares 184,966 Est. Cost $68.47 Unrealized +99.6%
ALG ALAMO GROUP INC 0.1%
Value ($000) $24,447 Shares 131,500 Est. Cost $38.15 Unrealized +385.6%
CAT CATERPILLAR INC 0.1%
Value ($000) $21,947 Shares 60,499 Est. Cost $210.47 Unrealized +81.4%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $19,604 Shares 43,820 Est. Cost $219.00 Unrealized +95.5%
MSCI MSCI INC 0.0%
Value ($000) $19,059 Shares 31,765 Est. Cost $516.44 Unrealized +14.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $18,835 Shares 32,137 Est. Cost $535.65 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $18,484 Shares 110,923 Est. Cost $85.87 Unrealized +104.8%
SBR SABINE RTY TR 0.0%
Value ($000) $16,568 Shares 255,636 Est. Cost $58.03 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $16,335 Shares 86,289 Est. Cost $124.65 Unrealized +39.7%
AVGO BROADCOM INC 0.0%
Value ($000) $15,756 Shares 67,960 Est. Cost $148.50 Unrealized +23.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $15,327 Shares 43,568 Est. Cost $269.10 Unrealized +31.8%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $13,212 Shares 14,419 Est. Cost $172.81 Unrealized +433.9%
TOTALENERGIES SE 0.0%
Value ($000) $12,859 Shares 235,946 Est. Cost $51.50 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $12,601 Shares 43,479 Est. Cost $241.45 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $12,529 Shares 36,553 Est. Cost $305.73 Unrealized +18.3%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $11,074 Shares 62,447 Est. Cost $109.30 Unrealized +56.6%
INTC INTEL CORP 0.0%
Value ($000) $9,874 Shares 492,461 Est. Cost $20.01 Unrealized +12.6%
PLD PROLOGIS INC. 0.0%
Value ($000) $9,296 Shares 87,946 Est. Cost $85.28 Unrealized +29.2%
CPRT COPART INC 0.0%
Value ($000) $9,101 Shares 158,575 Est. Cost $56.95 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $9,047 Shares 90,108 Est. Cost $43.52 Unrealized +122.6%
AMGN AMGEN INC 0.0%
Value ($000) $8,553 Shares 32,817 Est. Cost $193.30 Unrealized +48.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $8,087 Shares 16,642 Est. Cost $322.70 Unrealized +63.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $7,762 Shares 85,065 Est. Cost $63.34 Unrealized +48.3%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $7,679 Shares 26,868 Est. Cost $262.48 Unrealized +5.2%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $7,165 Shares 490,740 Est. Cost $11.00 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $7,139 Shares 269,075 Est. Cost $23.03 Unrealized +9.1%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $6,768 Shares 36,901 Est. Cost $214.20 Unrealized -7.4%
OVV OVINTIV INC 0.0%
Value ($000) $6,716 Shares 165,824 Est. Cost $28.83 Unrealized +44.4%
KELLANOVA 0.0%
Value ($000) $6,286 Shares 77,630 Est. Cost $41.63 Unrealized +87.8%
SCI SERVICE CORP INTL 0.0%
Value ($000) $5,933 Shares 74,325 Est. Cost $30.09 Unrealized +171.9%
AON AON PLC 0.0%
Value ($000) $5,905 Shares 16,442 Est. Cost $365.26 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $5,884 Shares 117,506 Est. Cost $65.16 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $5,769 Shares 53,546 Est. Cost $76.83 Unrealized +41.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $5,633 Shares 82,516 Est. Cost $22.49 Unrealized +230.7%
HDB HDFC BANK LTD 0.0%
Value ($000) $5,562 Shares 87,100 Est. Cost $61.80 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $5,070 Shares 22,445 Est. Cost $144.31 Unrealized +41.1%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $4,805 Shares 9,399 Est. Cost $365.13 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4,709 Shares 18,570 Est. Cost $117.63 Unrealized +118.8%
EMR EMERSON ELEC CO 0.0%
Value ($000) $4,359 Shares 35,170 Est. Cost $70.84 Unrealized +68.0%
CSX CSX CORP 0.0%
Value ($000) $4,320 Shares 133,884 Est. Cost $26.94 Unrealized +25.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $4,285 Shares 19,493 Est. Cost $123.42 Unrealized +75.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $4,256 Shares 22,795 Est. Cost $158.67 Unrealized +18.7%
EQIX EQUINIX INC 0.0%
Value ($000) $4,206 Shares 4,461 Est. Cost $675.85 Unrealized +32.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $4,185 Shares 10,392 Est. Cost $463.53 Unrealized 0.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3,993 Shares 56,853 Est. Cost $52.93 Unrealized +26.0%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $3,606 Shares 184,056 Est. Cost $18.26 Unrealized
BAC BANK AMERICA CORP 0.0%
Value ($000) $3,569 Shares 81,197 Est. Cost $15.83 Unrealized +170.5%
RACE FERRARI N V 0.0%
Value ($000) $3,462 Shares 8,149 Est. Cost $396.45 Unrealized +13.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $3,401 Shares 15,390 Est. Cost $180.92 Unrealized +27.9%
NVS NOVARTIS AG 0.0%
Value ($000) $3,366 Shares 34,586 Est. Cost $80.29 Unrealized
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $3,134 Shares 98,766 Est. Cost $27.35 Unrealized +9.5%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $3,079 Shares 23,718 Est. Cost $89.74 Unrealized +36.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2,966 Shares 32,624 Est. Cost $51.11 Unrealized +82.1%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2,915 Shares 60,510 Est. Cost $47.28 Unrealized +0.3%
CMI CUMMINS INC 0.0%
Value ($000) $2,857 Shares 8,195 Est. Cost $272.78 Unrealized +25.9%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $2,809 Shares 75,500 Est. Cost $39.68 Unrealized 0.0%
FISV FISERV INC 0.0%
Value ($000) $2,782 Shares 13,544 Est. Cost $67.77 Unrealized +201.2%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $2,649 Shares 30,750 Est. Cost $89.34 Unrealized +4.5%
FOX FOX CORP 0.0%
Value ($000) $2,618 Shares 57,242 Est. Cost $31.24 Unrealized +33.4%
TSLA TESLA INC 0.0%
Value ($000) $2,581 Shares 6,390 Est. Cost $217.83 Unrealized +47.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $2,564 Shares 32,095 Est. Cost $82.65 Unrealized +1.4%
SYY SYSCO CORP 0.0%
Value ($000) $2,546 Shares 33,300 Est. Cost $34.01 Unrealized +117.4%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $2,415 Shares 4,642 Est. Cost $513.34 Unrealized +6.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2,259 Shares 18,702 Est. Cost $124.61 Unrealized +15.5%
CPT CAMDEN PPTY TR 0.0%
Value ($000) $2,199 Shares 18,950 Est. Cost $84.25 Unrealized +35.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $2,106 Shares 35,578 Est. Cost $36.35 Unrealized +52.3%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,034 Shares 7,721 Est. Cost $151.47 Unrealized +86.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $2,028 Shares 53,246 Est. Cost $39.18 Unrealized +12.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,905 Shares 2,675 Est. Cost $594.25 Unrealized +40.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1,902 Shares 8,287 Est. Cost $150.97 Unrealized +61.6%
LOW LOWES COS INC 0.0%
Value ($000) $1,897 Shares 7,685 Est. Cost $104.92 Unrealized +149.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1,874 Shares 55,118 Est. Cost $42.08 Unrealized -3.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $1,852 Shares 7,688 Est. Cost $244.86 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $1,807 Shares 24,901 Est. Cost $55.51 Unrealized +41.2%
STT STATE STR CORP 0.0%
Value ($000) $1,794 Shares 18,279 Est. Cost $91.24 Unrealized 0.0%
TRGP TARGA RES CORP 0.0%
Value ($000) $1,628 Shares 9,119 Est. Cost $78.65 Unrealized +122.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $1,580 Shares 2,760 Est. Cost $330.55 Unrealized +64.8%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1,555 Shares 22,396 Est. Cost $42.80 Unrealized +62.0%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,475 Shares 7,312 Est. Cost $115.94 Unrealized +82.1%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $1,465 Shares 17,132 Est. Cost $103.03 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1,464 Shares 9,000 Est. Cost $189.63 Unrealized -5.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1,446 Shares 2,716 Est. Cost $133.56 Unrealized +294.1%
GE GE AEROSPACE 0.0%
Value ($000) $1,408 Shares 8,440 Est. Cost $109.96 Unrealized +61.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $1,368 Shares 9,753 Est. Cost $95.05 Unrealized +44.5%
CCK CROWN HLDGS INC 0.0%
Value ($000) $1,340 Shares 16,200 Est. Cost $63.97 Unrealized +40.5%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $1,325 Shares 10,000 Est. Cost $25.58 Unrealized +421.3%
KEX KIRBY CORP 0.0%
Value ($000) $1,299 Shares 12,278 Est. Cost $84.01 Unrealized +43.4%
TPR TAPESTRY INC 0.0%
Value ($000) $1,294 Shares 19,810 Est. Cost $32.59 Unrealized +64.2%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,248 Shares 5,319 Est. Cost $79.82 Unrealized +211.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,197 Shares 241 Est. Cost $1946.19 Unrealized +144.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1,181 Shares 126,534 Est. Cost $64.60 Unrealized
BN BROOKFIELD CORP 0.0%
Value ($000) $1,164 Shares 20,262 Est. Cost $37.41 Unrealized 0.0%
IYY ISHARES TR 0.0%
Value ($000) $1,145 Shares 8,000 Est. Cost $117.88 Unrealized
RL RALPH LAUREN CORP 0.0%
Value ($000) $1,127 Shares 4,881 Est. Cost $85.73 Unrealized +144.7%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $1,089 Shares 8,887 Est. Cost $77.49 Unrealized +66.6%
DISCOVER FINL SVCS 0.0%
Value ($000) $1,053 Shares 6,077 Est. Cost $173.23 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $1,046 Shares 2,529 Est. Cost $287.10 Unrealized +52.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,021 Shares 7,795 Est. Cost $115.26 Unrealized +12.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $1,019 Shares 6,632 Est. Cost $179.36 Unrealized -11.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $1,018 Shares 13,755 Est. Cost $70.29 Unrealized -0.4%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $1,009 Shares 8,075 Est. Cost $70.75 Unrealized
MPLX MPLX LP 0.0%
Value ($000) $996 Shares 20,814 Est. Cost $35.57 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $976 Shares 1,890 Est. Cost $375.41 Unrealized +50.1%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $939 Shares 13,000 Est. Cost $74.98 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $919 Shares 14,415 Est. Cost $40.31 Unrealized +59.0%
CRM SALESFORCE INC 0.0%
Value ($000) $918 Shares 2,746 Est. Cost $218.93 Unrealized +44.7%
IJK ISHARES TR 0.0%
Value ($000) $905 Shares 9,949 Est. Cost $94.14 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $896 Shares 6,681 Est. Cost $75.67 Unrealized +74.8%
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $895 Shares 16,347 Est. Cost $29.16 Unrealized +89.8%
AZO AUTOZONE INC 0.0%
Value ($000) $887 Shares 277 Est. Cost $1640.81 Unrealized +93.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $871 Shares 16,085 Est. Cost $30.87 Unrealized +67.5%
KMX CARMAX INC 0.0%
Value ($000) $862 Shares 10,537 Est. Cost $78.54 Unrealized 0.0%
SYK STRYKER CORPORATION 0.0%
Value ($000) $857 Shares 2,380 Est. Cost $215.30 Unrealized +70.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $840 Shares 19,807 Est. Cost $39.21 Unrealized 0.0%
NRG NRG ENERGY INC 0.0%
Value ($000) $825 Shares 9,147 Est. Cost $39.63 Unrealized +130.2%
T AT&T INC 0.0%
Value ($000) $825 Shares 36,221 Est. Cost $16.88 Unrealized +27.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $821 Shares 4,510 Est. Cost $140.19 Unrealized +34.8%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $801 Shares 6,954 Est. Cost $57.22 Unrealized +115.2%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $796 Shares 7,211 Est. Cost $58.53 Unrealized +58.0%
CR CRANE COMPANY 0.0%
Value ($000) $774 Shares 5,099 Est. Cost $75.98 Unrealized +115.9%
UNILEVER PLC 0.0%
Value ($000) $751 Shares 13,237 Est. Cost $58.57 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $740 Shares 1,576 Est. Cost $323.39 Unrealized +52.4%
IVV ISHARES TR 0.0%
Value ($000) $734 Shares 1,247 Est. Cost $560.68 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $723 Shares 686 Est. Cost $375.88 Unrealized +196.9%
FOXA FOX CORP 0.0%
Value ($000) $719 Shares 14,806 Est. Cost $34.28 Unrealized +30.2%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $715 Shares 9,150 Est. Cost $71.75 Unrealized +18.2%
IRM IRON MTN INC DEL 0.0%
Value ($000) $700 Shares 6,655 Est. Cost $66.30 Unrealized +70.1%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $657 Shares 4,892 Est. Cost $95.27 Unrealized +33.2%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $632 Shares 15,100 Est. Cost $36.32 Unrealized +19.0%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $628 Shares 8,338 Est. Cost $48.38 Unrealized +53.4%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $620 Shares 1,341 Est. Cost $241.41 Unrealized +94.0%
PSTG PURE STORAGE INC 0.0%
Value ($000) $614 Shares 10,000 Est. Cost $55.69 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $601 Shares 2,916 Est. Cost $115.12 Unrealized +67.2%
BALL BALL CORP 0.0%
Value ($000) $601 Shares 10,900 Est. Cost $34.60 Unrealized +74.0%
EXP EAGLE MATLS INC 0.0%
Value ($000) $598 Shares 2,425 Est. Cost $82.87 Unrealized +246.4%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $595 Shares 12,444 Est. Cost $51.03 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $583 Shares 7,644 Est. Cost $28.37 Unrealized +19.3%
CSL CARLISLE COS INC 0.0%
Value ($000) $570 Shares 1,545 Est. Cost $132.46 Unrealized +224.1%
MCO MOODYS CORP 0.0%
Value ($000) $568 Shares 1,200 Est. Cost $261.83 Unrealized +80.7%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $566 Shares 477 Est. Cost $65.37 Unrealized +23.3%
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $565 Shares 14,704 Est. Cost $27.23 Unrealized
SEIC SEI INVTS CO 0.0%
Value ($000) $551 Shares 6,675 Est. Cost $24.76 Unrealized +211.3%
ECL ECOLAB INC 0.0%
Value ($000) $545 Shares 2,326 Est. Cost $161.64 Unrealized +51.9%
IJJ ISHARES TR 0.0%
Value ($000) $534 Shares 4,276 Est. Cost $113.32 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $521 Shares 13,020 Est. Cost $38.32 Unrealized +2.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $515 Shares 7,185 Est. Cost $63.98 Unrealized +17.3%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $511 Shares 2,893 Est. Cost $30.72 Unrealized +36.2%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $479 Shares 15,593 Est. Cost $18.84 Unrealized +64.4%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $478 Shares 5,351 Est. Cost $62.75 Unrealized +40.3%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $476 Shares 884 Est. Cost $482.54 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $464 Shares 17,060 Est. Cost $34.46 Unrealized -17.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $457 Shares 8,584 Est. Cost $45.68 Unrealized +13.3%
HUM HUMANA INC 0.0%
Value ($000) $457 Shares 1,800 Est. Cost $480.57 Unrealized -45.2%
GLW CORNING INC 0.0%
Value ($000) $451 Shares 9,500 Est. Cost $33.34 Unrealized +39.0%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $449 Shares 1,348 Est. Cost $291.61 Unrealized
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $445 Shares 8,380 Est. Cost $52.46 Unrealized +5.7%
GPC GENUINE PARTS CO 0.0%
Value ($000) $438 Shares 3,754 Est. Cost $115.46 Unrealized +4.1%
IWO ISHARES TR 0.0%
Value ($000) $436 Shares 1,514 Est. Cost $252.24 Unrealized
NWSA NEWS CORP NEW 0.0%
Value ($000) $433 Shares 15,714 Est. Cost $19.14 Unrealized +44.6%
NFLX NETFLIX INC 0.0%
Value ($000) $430 Shares 483 Est. Cost $47.12 Unrealized +74.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $417 Shares 3,101 Est. Cost $87.00 Unrealized +56.2%
CTAS CINTAS CORP 0.0%
Value ($000) $415 Shares 2,272 Est. Cost $189.35 Unrealized +10.0%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $394 Shares 7,800 Est. Cost $42.00 Unrealized +23.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $393 Shares 2,419 Est. Cost $157.37 Unrealized 0.0%
POOL POOL CORP 0.0%
Value ($000) $374 Shares 1,096 Est. Cost $366.65 Unrealized -2.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $371 Shares 8,273 Est. Cost $72.26 Unrealized -25.7%
VABK VIRGINIA NATL BANKSHARES COR 0.0%
Value ($000) $359 Shares 9,402 Est. Cost $34.64 Unrealized +18.0%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $359 Shares 7,500 Est. Cost $51.28 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $355 Shares 3,216 Est. Cost $102.84 Unrealized 0.0%
URI UNITED RENTALS INC 0.0%
Value ($000) $352 Shares 500 Est. Cost $361.03 Unrealized +122.9%
BIIB BIOGEN INC 0.0%
Value ($000) $352 Shares 2,300 Est. Cost $271.82 Unrealized -37.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $352 Shares 952 Est. Cost $393.53 Unrealized 0.0%
CG CARLYLE GROUP INC 0.0%
Value ($000) $346 Shares 6,849 Est. Cost $40.14 Unrealized +21.8%
IJR ISHARES TR 0.0%
Value ($000) $345 Shares 2,996 Est. Cost $83.57 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $344 Shares 2,964 Est. Cost $124.71 Unrealized 0.0%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $343 Shares 4,078 Est. Cost $66.28 Unrealized +52.8%
VTOL BRISTOW GROUP INC 0.0%
Value ($000) $343 Shares 10,000 Est. Cost $35.31 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $342 Shares 1,000 Est. Cost $284.07 Unrealized +17.1%
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $341 Shares 30,272 Est. Cost $10.21 Unrealized -2.9%
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $336 Shares 20,000 Est. Cost $17.47 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $334 Shares 5,898 Est. Cost $46.92 Unrealized +12.1%
DOW DOW INC 0.0%
Value ($000) $332 Shares 8,280 Est. Cost $39.79 Unrealized +7.9%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $330 Shares 1,336 Est. Cost $150.05 Unrealized +62.7%
KLG WK KELLOGG CO 0.0%
Value ($000) $324 Shares 17,993 Est. Cost $12.79 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $322 Shares 21,595 Est. Cost $24.44 Unrealized -35.5%
POWL POWELL INDS INC 0.0%
Value ($000) $321 Shares 1,450 Est. Cost $266.66 Unrealized 0.0%
IWM ISHARES TR 0.0%
Value ($000) $310 Shares 1,404 Est. Cost $202.89 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $310 Shares 492 Est. Cost $512.07 Unrealized +30.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $308 Shares 1,450 Est. Cost $91.25 Unrealized +138.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $300 Shares 3,250 Est. Cost $54.00 Unrealized +72.4%
CXT CRANE NXT CO 0.0%
Value ($000) $297 Shares 5,099 Est. Cost $31.73 Unrealized +78.5%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $293 Shares 2,858 Est. Cost $74.72 Unrealized +32.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $284 Shares 1,251 Est. Cost $154.23 Unrealized +46.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $272 Shares 524 Est. Cost $411.58 Unrealized +32.3%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $270 Shares 1,515 Est. Cost $170.68 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $269 Shares 5,451 Est. Cost $48.24 Unrealized +2.1%
HPQ HP INC 0.0%
Value ($000) $267 Shares 8,180 Est. Cost $24.56 Unrealized +39.3%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $266 Shares 11,500 Est. Cost $26.87 Unrealized
KVUE KENVUE INC 0.0%
Value ($000) $263 Shares 12,309 Est. Cost $20.72 Unrealized +4.7%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $258 Shares 3,026 Est. Cost $66.73 Unrealized +25.7%
STEL STELLAR BANCORP INC 0.0%
Value ($000) $248 Shares 8,763 Est. Cost $30.96 Unrealized -8.0%
GEV GE VERNOVA INC 0.0%
Value ($000) $244 Shares 742 Est. Cost $311.89 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $241 Shares 2,750 Est. Cost $84.33 Unrealized 0.0%
IWP ISHARES TR 0.0%
Value ($000) $240 Shares 1,896 Est. Cost $109.36 Unrealized
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $239 Shares 13,002 Est. Cost $8.56 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $239 Shares 2,000 Est. Cost $147.48 Unrealized -17.6%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $234 Shares 550 Est. Cost $386.72 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $233 Shares 8,000 Est. Cost $33.42 Unrealized -1.4%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $232 Shares 365 Est. Cost $655.15 Unrealized 0.0%
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $231 Shares 8,800 Est. Cost $24.46 Unrealized
IWB ISHARES TR 0.0%
Value ($000) $231 Shares 717 Est. Cost $315.22 Unrealized
FICO FAIR ISAAC CORP 0.0%
Value ($000) $229 Shares 115 Est. Cost $1710.97 Unrealized +24.8%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $226 Shares 2,988 Est. Cost $58.25 Unrealized 0.0%
HHH HOWARD HUGHES HOLDINGS INC 0.0%
Value ($000) $225 Shares 2,931 Est. Cost $70.63 Unrealized +12.7%
IWN ISHARES TR 0.0%
Value ($000) $223 Shares 1,358 Est. Cost $164.17 Unrealized
CADE CADENCE BANK 0.0%
Value ($000) $222 Shares 6,435 Est. Cost $29.60 Unrealized +14.5%
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $217 Shares 1,397 Est. Cost $148.59 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $216 Shares 3,000 Est. Cost $32.92 Unrealized +15.9%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $211 Shares 906 Est. Cost $226.23 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $206 Shares 1,250 Est. Cost $156.00 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $206 Shares 2,500 Est. Cost $71.79 Unrealized +17.7%
BIL SPDR SER TR 0.0%
Value ($000) $201 Shares 2,200 Est. Cost $91.52 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $201 Shares 3,411 Est. Cost $65.93 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $200 Shares 3,216 Est. Cost $59.04 Unrealized 0.0%
GLDD GREAT LAKES DREDGE & DOCK CO 0.0%
Value ($000) $198 Shares 17,512 Est. Cost $11.96 Unrealized 0.0%
ORN ORION GROUP HLDGS INC 0.0%
Value ($000) $144 Shares 19,674 Est. Cost $7.23 Unrealized 0.0%
ONTF ON24 INC 0.0%
Value ($000) $106 Shares 16,428 Est. Cost $7.67 Unrealized -16.3%