Fayez Sarofim & Co Diversified Active

CIK: 0000937729 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $41,673,086 (100.0% shares, 0.0% debt)

Holdings (308)

MSFT MICROSOFT CORP 9.4%
Value ($000) $3,926,795 Shares 7,851,678 Est. Cost $141.78 Unrealized +205.0%
AAPL APPLE INC 7.8%
Value ($000) $3,240,828 Shares 15,735,811 Est. Cost $98.35 Unrealized +104.8%
PM PHILIP MORRIS INTL INC 4.7%
Value ($000) $1,944,585 Shares 10,676,908 Est. Cost $65.40 Unrealized +155.9%
AMZN AMAZON COM INC 4.3%
Value ($000) $1,792,608 Shares 8,113,069 Est. Cost $134.79 Unrealized +46.8%
GOOG ALPHABET INC 3.2%
Value ($000) $1,348,450 Shares 7,546,030 Est. Cost $122.68 Unrealized +34.4%
META META PLATFORMS INC 3.2%
Value ($000) $1,312,991 Shares 1,767,814 Est. Cost $472.59 Unrealized +30.5%
KO COCA COLA CO 2.9%
Value ($000) $1,195,671 Shares 16,866,016 Est. Cost $33.09 Unrealized +110.9%
NVDA NVIDIA CORPORATION 2.8%
Value ($000) $1,183,675 Shares 7,405,363 Est. Cost $117.81 Unrealized +6.8%
V VISA INC 2.6%
Value ($000) $1,093,413 Shares 3,054,374 Est. Cost $145.23 Unrealized +138.9%
JPM JPMORGAN CHASE & CO. 2.4%
Value ($000) $1,020,625 Shares 3,497,410 Est. Cost $89.35 Unrealized +182.8%
XOM EXXON MOBIL CORP 2.4%
Value ($000) $1,007,517 Shares 9,346,172 Est. Cost $66.38 Unrealized +57.5%
TXN TEXAS INSTRS INC 2.2%
Value ($000) $936,592 Shares 4,478,167 Est. Cost $79.41 Unrealized +119.5%
CVX CHEVRON CORP NEW 2.0%
Value ($000) $835,607 Shares 5,796,543 Est. Cost $99.28 Unrealized +38.0%
MCD MCDONALDS CORP 1.9%
Value ($000) $806,970 Shares 2,748,714 Est. Cost $128.74 Unrealized +135.8%
SPGI S&P GLOBAL INC 1.9%
Value ($000) $792,648 Shares 1,494,628 Est. Cost $207.35 Unrealized +139.5%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $736,602 Shares 4,609,733 Est. Cost $103.24 Unrealized +55.7%
NVO NOVONORDISK A S 1.7%
Value ($000) $724,963 Shares 10,503,662 Est. Cost $87.17 Unrealized
INTU INTUIT 1.7%
Value ($000) $711,649 Shares 897,212 Est. Cost $448.32 Unrealized +50.4%
BLK BLACKROCK INC 1.6%
Value ($000) $671,802 Shares 635,602 Est. Cost $991.05 Unrealized -5.8%
MA MASTERCARD INCORPORATED 1.6%
Value ($000) $652,885 Shares 1,153,354 Est. Cost $329.02 Unrealized +67.6%
ABT ABBOTT LABS 1.5%
Value ($000) $619,107 Shares 4,522,297 Est. Cost $56.33 Unrealized +131.9%
ISRG INTUITIVE SURGICAL INC 1.5%
Value ($000) $608,596 Shares 1,109,140 Est. Cost $320.72 Unrealized +63.0%
ASML ASML HOLDING N V 1.4%
Value ($000) $565,241 Shares 705,326 Est. Cost $935.60 Unrealized
PGR PROGRESSIVE CORP 1.3%
Value ($000) $549,843 Shares 2,060,418 Est. Cost $86.12 Unrealized +199.1%
EPD ENTERPRISE PRODS PARTNERS L 1.3%
Value ($000) $542,851 Shares 17,505,685 Est. Cost $45.50 Unrealized
TROW PRICE T ROWE GROUP INC 1.2%
Value ($000) $506,527 Shares 5,248,986 Est. Cost $60.42 Unrealized +46.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $459,359 Shares 2,000,955 Est. Cost $168.63 Unrealized
ETN EATON CORP PLC 1.1%
Value ($000) $437,686 Shares 1,215,385 Est. Cost $311.81 Unrealized -1.6%
ADP AUTOMATIC DATA PROCESSING IN 1.0%
Value ($000) $412,390 Shares 1,337,193 Est. Cost $111.15 Unrealized +172.0%
ABBV ABBVIE INC 1.0%
Value ($000) $402,423 Shares 2,167,995 Est. Cost $56.01 Unrealized +226.1%
UNP UNION PAC CORP 0.9%
Value ($000) $387,964 Shares 1,686,215 Est. Cost $128.14 Unrealized +70.5%
CP CANADIAN PACIFIC KANSAS CITY 0.9%
Value ($000) $379,452 Shares 4,729,778 Est. Cost $77.63 Unrealized -1.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.9%
Value ($000) $371,841 Shares 2,026,715 Est. Cost $74.91 Unrealized +127.6%
NOW SERVICENOW INC 0.8%
Value ($000) $351,712 Shares 339,271 Est. Cost $150.28 Unrealized +25.5%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $350,121 Shares 1,115,813 Est. Cost $305.76 Unrealized +22.6%
CME CME GROUP INC 0.8%
Value ($000) $342,163 Shares 1,241,430 Est. Cost $184.43 Unrealized +45.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $340,521 Shares 700,993 Est. Cost $326.61 Unrealized +55.5%
CB CHUBB LIMITED 0.8%
Value ($000) $340,398 Shares 1,174,922 Est. Cost $158.00 Unrealized +81.6%
LLY ELI LILLY & CO 0.8%
Value ($000) $331,799 Shares 425,640 Est. Cost $516.07 Unrealized +49.9%
MO ALTRIA GROUP INC 0.8%
Value ($000) $318,596 Shares 5,434,016 Est. Cost $18.82 Unrealized +197.3%
PEP PEPSICO INC 0.7%
Value ($000) $295,484 Shares 2,237,836 Est. Cost $77.00 Unrealized +70.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $285,690 Shares 392 Est. Cost $303440.90 Unrealized +151.1%
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $267,432 Shares 967,447 Est. Cost $142.43 Unrealized +75.0%
AZN ASTRAZENECA PLC 0.6%
Value ($000) $261,764 Shares 3,745,902 Est. Cost $69.47 Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $259,754 Shares 1,844,057 Est. Cost $82.84 Unrealized +46.0%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $253,501 Shares 3,758,919 Est. Cost $30.07 Unrealized +116.6%
HD HOME DEPOT INC 0.6%
Value ($000) $250,881 Shares 684,271 Est. Cost $278.27 Unrealized +27.9%
ADBE ADOBE INC 0.6%
Value ($000) $237,358 Shares 607,890 Est. Cost $475.44 Unrealized -19.0%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $228,694 Shares 666,046 Est. Cost $234.23 Unrealized +47.1%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $215,392 Shares 886,279 Est. Cost $124.62 Unrealized +88.6%
EOG EOG RES INC 0.5%
Value ($000) $214,009 Shares 1,789,223 Est. Cost $109.77 Unrealized +2.1%
DE DEERE & CO 0.5%
Value ($000) $210,804 Shares 409,329 Est. Cost $420.26 Unrealized +15.3%
MRK MERCK & CO INC 0.5%
Value ($000) $207,457 Shares 2,620,725 Est. Cost $61.32 Unrealized +26.2%
LIN LINDE PLC 0.5%
Value ($000) $201,526 Shares 429,528 Est. Cost $339.55 Unrealized +33.2%
BK BANK NEW YORK MELLON CORP 0.5%
Value ($000) $198,573 Shares 2,179,490 Est. Cost $54.22 Unrealized +54.8%
ZTS ZOETIS INC 0.5%
Value ($000) $194,306 Shares 1,245,951 Est. Cost $144.54 Unrealized +8.9%
BX BLACKSTONE INC 0.4%
Value ($000) $186,432 Shares 1,246,371 Est. Cost $89.97 Unrealized +50.2%
HESS CORP 0.4%
Value ($000) $175,141 Shares 1,264,193 Est. Cost $108.21 Unrealized
CSGP COSTAR GROUP INC 0.4%
Value ($000) $173,433 Shares 2,157,133 Est. Cost $81.68 Unrealized -4.6%
VRSK VERISK ANALYTICS INC 0.4%
Value ($000) $167,972 Shares 539,235 Est. Cost $129.68 Unrealized +132.6%
WMT WALMART INC 0.4%
Value ($000) $165,645 Shares 1,694,054 Est. Cost $45.87 Unrealized +106.6%
IT GARTNER INC 0.4%
Value ($000) $159,971 Shares 395,753 Est. Cost $348.99 Unrealized +19.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value ($000) $158,750 Shares 978,129 Est. Cost $187.15 Unrealized -15.2%
NKE NIKE INC 0.4%
Value ($000) $150,117 Shares 2,113,140 Est. Cost $76.38 Unrealized -22.7%
COP CONOCOPHILLIPS 0.3%
Value ($000) $134,105 Shares 1,494,375 Est. Cost $63.29 Unrealized +39.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $128,736 Shares 842,791 Est. Cost $79.09 Unrealized +90.7%
OTIS OTIS WORLDWIDE CORP 0.3%
Value ($000) $110,167 Shares 1,112,571 Est. Cost $58.13 Unrealized +64.1%
RTX RTX CORPORATION 0.2%
Value ($000) $97,456 Shares 667,418 Est. Cost $66.39 Unrealized +98.4%
TDY TELEDYNE TECHNOLOGIES INC 0.2%
Value ($000) $78,215 Shares 152,672 Est. Cost $244.42 Unrealized +97.4%
PSX PHILLIPS 66 0.2%
Value ($000) $75,134 Shares 629,795 Est. Cost $58.58 Unrealized +86.9%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $74,806 Shares 2,544,426 Est. Cost $20.23 Unrealized +32.3%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $68,713 Shares 215,416 Est. Cost $67.55 Unrealized +313.5%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $60,013 Shares 212,766 Est. Cost $159.59 Unrealized +68.0%
CW CURTISS WRIGHT CORP 0.1%
Value ($000) $59,468 Shares 121,724 Est. Cost $81.19 Unrealized +385.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $55,108 Shares 444,385 Est. Cost $87.52 Unrealized +17.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $47,649 Shares 1,335,083 Est. Cost $29.19 Unrealized +16.2%
DEO DIAGEO PLC 0.1%
Value ($000) $44,901 Shares 445,273 Est. Cost $131.32 Unrealized
KMPR KEMPER CORP 0.1%
Value ($000) $44,479 Shares 689,166 Est. Cost $37.97 Unrealized +63.0%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $43,354 Shares 209,114 Est. Cost $138.47 Unrealized +38.1%
Z ZILLOW GROUP INC 0.1%
Value ($000) $41,690 Shares 595,153 Est. Cost $31.79 Unrealized +111.9%
SHEL SHELL PLC 0.1%
Value ($000) $37,639 Shares 534,563 Est. Cost $64.44 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $37,000 Shares 48,218 Est. Cost $250.94 Unrealized +155.8%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $31,592 Shares 390,990 Est. Cost $96.93 Unrealized -34.3%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $30,868 Shares 1,684,953 Est. Cost $51.46 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $26,702 Shares 68,782 Est. Cost $225.36 Unrealized +46.8%
ORCL ORACLE CORP 0.1%
Value ($000) $24,158 Shares 110,496 Est. Cost $85.87 Unrealized +87.3%
ZG ZILLOW GROUP INC 0.1%
Value ($000) $22,809 Shares 333,021 Est. Cost $36.68 Unrealized +80.6%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $21,730 Shares 820,000 Est. Cost $26.50 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $18,890 Shares 86,500 Est. Cost $38.15 Unrealized +397.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $18,862 Shares 107,031 Est. Cost $134.99 Unrealized +21.0%
AVGO BROADCOM INC 0.0%
Value ($000) $18,841 Shares 68,350 Est. Cost $149.34 Unrealized +44.6%
MSCI MSCI INC 0.0%
Value ($000) $18,320 Shares 31,765 Est. Cost $516.44 Unrealized +6.3%
PLD PROLOGIS INC. 0.0%
Value ($000) $18,253 Shares 173,642 Est. Cost $93.93 Unrealized +8.9%
TGT TARGET CORP 0.0%
Value ($000) $17,067 Shares 173,002 Est. Cost $68.47 Unrealized +36.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $15,392 Shares 130,440 Est. Cost $99.88 Unrealized +15.6%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $14,943 Shares 36,553 Est. Cost $305.73 Unrealized +25.2%
AMGN AMGEN INC 0.0%
Value ($000) $14,560 Shares 52,146 Est. Cost $224.81 Unrealized +23.6%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $14,394 Shares 14,540 Est. Cost $195.28 Unrealized +407.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $14,035 Shares 153,167 Est. Cost $73.66 Unrealized +15.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $13,917 Shares 46,561 Est. Cost $273.31 Unrealized +10.8%
ICLR ICON PLC 0.0%
Value ($000) $13,724 Shares 94,353 Est. Cost $304.18 Unrealized -53.4%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $13,215 Shares 43,479 Est. Cost $241.45 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $12,352 Shares 19,991 Est. Cost $546.23 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $11,491 Shares 51,992 Est. Cost $212.88 Unrealized -1.2%
INTC INTEL CORP 0.0%
Value ($000) $9,500 Shares 424,088 Est. Cost $20.01 Unrealized +3.5%
TOTALENERGIES SE 0.0%
Value ($000) $9,144 Shares 148,946 Est. Cost $51.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $9,013 Shares 19,461 Est. Cost $350.87 Unrealized +30.8%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $8,992 Shares 27,071 Est. Cost $262.48 Unrealized +7.5%
SBR SABINE RTY TR 0.0%
Value ($000) $8,938 Shares 134,038 Est. Cost $58.03 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $7,996 Shares 116,356 Est. Cost $65.16 Unrealized
CPRT COPART INC 0.0%
Value ($000) $7,781 Shares 158,575 Est. Cost $56.95 Unrealized -1.7%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $7,748 Shares 44,447 Est. Cost $109.30 Unrealized +46.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $7,598 Shares 93,075 Est. Cost $45.16 Unrealized +78.7%
HDB HDFC BANK LTD 0.0%
Value ($000) $7,286 Shares 95,025 Est. Cost $62.31 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $6,792 Shares 29,164 Est. Cost $158.80 Unrealized +25.7%
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $6,737 Shares 515,045 Est. Cost $11.10 Unrealized
QQQ INVESCO QQQ TR 0.0%
Value ($000) $6,614 Shares 11,990 Est. Cost $387.81 Unrealized
BKCG BNY MELLON ETF TRUST II 0.0%
Value ($000) $6,597 Shares 190,665 Est. Cost Unrealized
AON AON PLC 0.0%
Value ($000) $6,393 Shares 17,921 Est. Cost $366.38 Unrealized -1.4%
OVV OVINTIV INC 0.0%
Value ($000) $6,310 Shares 165,824 Est. Cost $28.83 Unrealized +27.3%
KELLANOVA 0.0%
Value ($000) $6,156 Shares 77,400 Est. Cost $41.63 Unrealized +92.6%
SCI SERVICE CORP INTL 0.0%
Value ($000) $6,050 Shares 74,325 Est. Cost $30.09 Unrealized +159.5%
PFE PFIZER INC 0.0%
Value ($000) $5,980 Shares 246,697 Est. Cost $23.03 Unrealized -3.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $5,851 Shares 79,940 Est. Cost $22.49 Unrealized +199.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $5,440 Shares 24,589 Est. Cost $162.64 Unrealized +35.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $5,275 Shares 17,896 Est. Cost $123.42 Unrealized +105.6%
RACE FERRARI N V 0.0%
Value ($000) $5,052 Shares 10,295 Est. Cost $407.94 Unrealized +13.9%
EMR EMERSON ELEC CO 0.0%
Value ($000) $4,908 Shares 36,814 Est. Cost $72.75 Unrealized +56.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $4,712 Shares 58,816 Est. Cost $53.54 Unrealized +32.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $4,611 Shares 10,358 Est. Cost $463.53 Unrealized -0.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $4,564 Shares 18,460 Est. Cost $117.63 Unrealized +101.6%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $4,442 Shares 245,013 Est. Cost $18.34 Unrealized
CSX CSX CORP 0.0%
Value ($000) $4,307 Shares 132,000 Est. Cost $26.94 Unrealized +10.6%
EQIX EQUINIX INC 0.0%
Value ($000) $3,518 Shares 4,423 Est. Cost $675.85 Unrealized +23.6%
NVS NOVARTIS AG 0.0%
Value ($000) $3,405 Shares 28,136 Est. Cost $80.29 Unrealized
SHAK SHAKE SHACK INC 0.0%
Value ($000) $3,335 Shares 23,718 Est. Cost $89.74 Unrealized +21.4%
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $3,238 Shares 75,500 Est. Cost $39.68 Unrealized -9.6%
FOX FOX CORP 0.0%
Value ($000) $2,897 Shares 56,111 Est. Cost $31.24 Unrealized +55.1%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $2,888 Shares 64,586 Est. Cost $47.29 Unrealized -5.5%
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $2,880 Shares 30,750 Est. Cost $89.34 Unrealized -5.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2,608 Shares 28,688 Est. Cost $51.11 Unrealized +76.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $2,582 Shares 18,195 Est. Cost $123.31 Unrealized -11.7%
TRGP TARGA RES CORP 0.0%
Value ($000) $2,492 Shares 14,314 Est. Cost $134.97 Unrealized +22.7%
MDT MEDTRONIC PLC 0.0%
Value ($000) $2,449 Shares 28,095 Est. Cost $82.65 Unrealized +1.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $2,357 Shares 49,819 Est. Cost $15.83 Unrealized +161.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $2,345 Shares 33,793 Est. Cost $36.35 Unrealized +66.1%
GE GE AEROSPACE 0.0%
Value ($000) $2,333 Shares 9,065 Est. Cost $120.67 Unrealized +81.1%
FISV FISERV INC 0.0%
Value ($000) $2,317 Shares 13,439 Est. Cost $67.77 Unrealized +167.6%
FCX FREEPORTMCMORAN INC 0.0%
Value ($000) $2,275 Shares 52,490 Est. Cost $39.18 Unrealized -3.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2,252 Shares 7,721 Est. Cost $151.47 Unrealized +79.9%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $2,219 Shares 3,135 Est. Cost $361.67 Unrealized +58.1%
MPLX MPLX LP 0.0%
Value ($000) $2,203 Shares 42,775 Est. Cost $44.79 Unrealized
CPT CAMDEN PPTY TR 0.0%
Value ($000) $2,135 Shares 18,950 Est. Cost $84.25 Unrealized +33.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $2,097 Shares 21,231 Est. Cost $42.80 Unrealized +90.2%
TSLA TESLA INC 0.0%
Value ($000) $2,040 Shares 6,421 Est. Cost $217.83 Unrealized +38.3%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $2,036 Shares 8,899 Est. Cost $135.50 Unrealized +69.5%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $2,026 Shares 7,573 Est. Cost $244.86 Unrealized +6.5%
CMI CUMMINS INC 0.0%
Value ($000) $1,971 Shares 6,017 Est. Cost $272.78 Unrealized +12.1%
STT STATE STR CORP 0.0%
Value ($000) $1,944 Shares 18,279 Est. Cost $91.24 Unrealized -0.7%
NFLX NETFLIX INC 0.0%
Value ($000) $1,895 Shares 1,415 Est. Cost $80.33 Unrealized +40.7%
SYY SYSCO CORP 0.0%
Value ($000) $1,889 Shares 24,935 Est. Cost $34.01 Unrealized +109.1%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $1,810 Shares 3,187 Est. Cost $505.21 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $1,775 Shares 52,518 Est. Cost $42.08 Unrealized -19.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,753 Shares 4,323 Est. Cost $513.34 Unrealized -18.8%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $1,733 Shares 17,805 Est. Cost $76.03 Unrealized +3.7%
MAS MASCO CORP 0.0%
Value ($000) $1,722 Shares 26,758 Est. Cost $56.75 Unrealized +9.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $1,687 Shares 8,538 Est. Cost $152.28 Unrealized +26.8%
CCK CROWN HLDGS INC 0.0%
Value ($000) $1,668 Shares 16,200 Est. Cost $63.97 Unrealized +47.9%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $1,648 Shares 9,000 Est. Cost $189.63 Unrealized -17.0%
LOW LOWES COS INC 0.0%
Value ($000) $1,633 Shares 7,360 Est. Cost $104.92 Unrealized +110.3%
TPR TAPESTRY INC 0.0%
Value ($000) $1,586 Shares 18,066 Est. Cost $32.59 Unrealized +130.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1,505 Shares 9,250 Est. Cost $180.92 Unrealized -2.4%
NRG NRG ENERGY INC 0.0%
Value ($000) $1,469 Shares 9,147 Est. Cost $39.63 Unrealized +230.5%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $1,450 Shares 2,716 Est. Cost $133.56 Unrealized +267.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $1,447 Shares 250 Est. Cost $2051.24 Unrealized +148.4%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $1,435 Shares 13,932 Est. Cost $103.03 Unrealized
KEX KIRBY CORP 0.0%
Value ($000) $1,392 Shares 12,278 Est. Cost $84.01 Unrealized +24.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $1,385 Shares 120,634 Est. Cost $64.60 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $1,357 Shares 2,585 Est. Cost $594.25 Unrealized -6.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1,289 Shares 2,404 Est. Cost $287.10 Unrealized +66.6%
RL RALPH LAUREN CORP 0.0%
Value ($000) $1,256 Shares 4,581 Est. Cost $85.73 Unrealized +186.2%
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $1,230 Shares 10,000 Est. Cost $25.58 Unrealized +366.8%
IYY ISHARES TR 0.0%
Value ($000) $1,207 Shares 8,000 Est. Cost $117.88 Unrealized
T AT&T INC 0.0%
Value ($000) $1,062 Shares 36,709 Est. Cost $17.21 Unrealized +56.7%
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $1,043 Shares 4,075 Est. Cost $79.82 Unrealized +192.0%
AZO AUTOZONE INC 0.0%
Value ($000) $1,028 Shares 277 Est. Cost $1640.81 Unrealized +124.6%
WES WESTERN MIDSTREAM PARTNERS L 0.0%
Value ($000) $1,025 Shares 26,490 Est. Cost $33.34 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,010 Shares 16,085 Est. Cost $39.01 Unrealized +47.8%
KMB KIMBERLYCLARK CORP 0.0%
Value ($000) $1,005 Shares 7,795 Est. Cost $115.26 Unrealized +14.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $990 Shares 6,681 Est. Cost $75.67 Unrealized +90.5%
CR CRANE COMPANY 0.0%
Value ($000) $968 Shares 5,099 Est. Cost $75.98 Unrealized +117.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $942 Shares 2,380 Est. Cost $215.30 Unrealized +72.6%
HWC HANCOCK WHITNEY CORPORATION 0.0%
Value ($000) $938 Shares 16,347 Est. Cost $29.16 Unrealized +82.5%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $931 Shares 8,075 Est. Cost $70.75 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $930 Shares 6,921 Est. Cost $77.49 Unrealized +57.8%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $872 Shares 4,260 Est. Cost $142.78 Unrealized +30.1%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $851 Shares 6,942 Est. Cost $57.22 Unrealized +77.1%
IJK ISHARES TR 0.0%
Value ($000) $841 Shares 9,249 Est. Cost $94.14 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $828 Shares 14,781 Est. Cost $34.28 Unrealized +53.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $819 Shares 10,477 Est. Cost $70.29 Unrealized +6.1%
UNILEVER PLC 0.0%
Value ($000) $810 Shares 13,237 Est. Cost $58.57 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value ($000) $798 Shares 1,454 Est. Cost $375.41 Unrealized +40.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $769 Shares 1,539 Est. Cost $368.31 Unrealized +32.0%
CRM SALESFORCE INC 0.0%
Value ($000) $738 Shares 2,706 Est. Cost $222.53 Unrealized +19.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $710 Shares 4,882 Est. Cost $95.05 Unrealized +55.2%
VEA VANGUARD TAXMANAGED FDS 0.0%
Value ($000) $709 Shares 12,444 Est. Cost $51.03 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $682 Shares 656 Est. Cost $375.88 Unrealized +174.9%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $679 Shares 7,530 Est. Cost $89.54 Unrealized +1.8%
GIS GENERAL MLS INC 0.0%
Value ($000) $659 Shares 12,715 Est. Cost $40.31 Unrealized +33.4%
TJX TJX COS INC NEW 0.0%
Value ($000) $649 Shares 5,255 Est. Cost $120.68 Unrealized +4.3%
PAGP PLAINS GP HLDGS L P 0.0%
Value ($000) $645 Shares 33,213 Est. Cost $16.35 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $642 Shares 2,382 Est. Cost $163.77 Unrealized +54.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $629 Shares 3,950 Est. Cost $179.36 Unrealized -19.1%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $626 Shares 4,867 Est. Cost $95.27 Unrealized +25.7%
MCO MOODYS CORP 0.0%
Value ($000) $602 Shares 1,200 Est. Cost $261.83 Unrealized +76.1%
SEIC SEI INVTS CO 0.0%
Value ($000) $600 Shares 6,675 Est. Cost $24.76 Unrealized +222.1%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $585 Shares 7,900 Est. Cost $71.75 Unrealized -3.1%
CSL CARLISLE COS INC 0.0%
Value ($000) $577 Shares 1,545 Est. Cost $132.46 Unrealized +177.4%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value ($000) $576 Shares 10,395 Est. Cost $43.19 Unrealized +9.5%
PSTG PURE STORAGE INC 0.0%
Value ($000) $576 Shares 10,000 Est. Cost $55.69 Unrealized -10.7%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $575 Shares 8,188 Est. Cost $48.38 Unrealized +39.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $564 Shares 1,341 Est. Cost $241.41 Unrealized +71.9%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $560 Shares 5,216 Est. Cost $64.70 Unrealized +56.4%
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $560 Shares 2,631 Est. Cost $178.41 Unrealized +3.7%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $558 Shares 7,211 Est. Cost $60.49 Unrealized +3.0%
BRO BROWN & BROWN INC 0.0%
Value ($000) $554 Shares 4,998 Est. Cost $111.16 Unrealized +0.7%
CYBERARK SOFTWARE LTD 0.0%
Value ($000) $548 Shares 1,348 Est. Cost $291.61 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $548 Shares 2,627 Est. Cost $115.12 Unrealized +70.3%
BALL BALL CORP 0.0%
Value ($000) $527 Shares 9,400 Est. Cost $34.60 Unrealized +49.4%
IVV ISHARES TR 0.0%
Value ($000) $522 Shares 841 Est. Cost $560.90 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $510 Shares 1,167 Est. Cost $393.43 Unrealized -0.1%
CTAS CINTAS CORP 0.0%
Value ($000) $510 Shares 2,288 Est. Cost $189.35 Unrealized +13.1%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $509 Shares 1,000 Est. Cost $284.07 Unrealized +52.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $501 Shares 11,570 Est. Cost $38.32 Unrealized +9.1%
GLW CORNING INC 0.0%
Value ($000) $500 Shares 9,500 Est. Cost $33.34 Unrealized +38.9%
MFC MANULIFE FINL CORP 0.0%
Value ($000) $498 Shares 15,593 Est. Cost $18.84 Unrealized +63.5%
EXP EAGLE MATLS INC 0.0%
Value ($000) $490 Shares 2,425 Est. Cost $82.87 Unrealized +159.2%
CVS CVS HEALTH CORP 0.0%
Value ($000) $467 Shares 6,773 Est. Cost $72.26 Unrealized -11.2%
NWSA NEWS CORP NEW 0.0%
Value ($000) $467 Shares 15,714 Est. Cost $19.14 Unrealized +43.2%
TMUS TMOBILE US INC 0.0%
Value ($000) $463 Shares 1,945 Est. Cost $243.03 Unrealized -0.6%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $463 Shares 15,100 Est. Cost $36.32 Unrealized -5.5%
IJJ ISHARES TR 0.0%
Value ($000) $436 Shares 3,526 Est. Cost $113.32 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $412 Shares 4,028 Est. Cost $99.55 Unrealized -13.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $412 Shares 7,800 Est. Cost $42.00 Unrealized +13.3%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $407 Shares 2,988 Est. Cost $58.25 Unrealized +101.4%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $404 Shares 7,655 Est. Cost $52.46 Unrealized -3.6%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $393 Shares 1,475 Est. Cost $158.73 Unrealized +49.8%
HALO HALOZYME THERAPEUTICS INC 0.0%
Value ($000) $390 Shares 7,500 Est. Cost $51.28 Unrealized +11.0%
PH PARKERHANNIFIN CORP 0.0%
Value ($000) $384 Shares 550 Est. Cost $646.11 Unrealized -2.8%
XYL XYLEM INC 0.0%
Value ($000) $383 Shares 2,964 Est. Cost $124.71 Unrealized -3.6%
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $383 Shares 6,829 Est. Cost $66.04 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $377 Shares 500 Est. Cost $361.03 Unrealized +84.3%
IWO ISHARES TR 0.0%
Value ($000) $376 Shares 1,314 Est. Cost $252.24 Unrealized
IRM IRON MTN INC DEL 0.0%
Value ($000) $373 Shares 3,635 Est. Cost $66.30 Unrealized +38.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $365 Shares 5,322 Est. Cost $28.37 Unrealized -3.7%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $362 Shares 2,858 Est. Cost $74.72 Unrealized +34.5%
HAL HALLIBURTON CO 0.0%
Value ($000) $362 Shares 17,757 Est. Cost $33.51 Unrealized -38.6%
GEV GE VERNOVA INC 0.0%
Value ($000) $361 Shares 682 Est. Cost $311.89 Unrealized +33.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $360 Shares 5,185 Est. Cost $63.98 Unrealized +6.4%
CG CARLYLE GROUP INC 0.0%
Value ($000) $352 Shares 6,849 Est. Cost $40.14 Unrealized +4.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $348 Shares 7,074 Est. Cost $45.68 Unrealized +3.0%
VABK VIRGINIA NATL BANKSHARES COR 0.0%
Value ($000) $348 Shares 9,402 Est. Cost $34.64 Unrealized +5.8%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $345 Shares 2,924 Est. Cost $87.00 Unrealized +26.9%
NOMD NOMAD FOODS LTD 0.0%
Value ($000) $340 Shares 20,000 Est. Cost $17.47 Unrealized +5.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $337 Shares 3,250 Est. Cost $54.00 Unrealized +88.8%
VTOL BRISTOW GROUP INC 0.0%
Value ($000) $330 Shares 10,000 Est. Cost $35.31 Unrealized -14.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $328 Shares 2,700 Est. Cost $115.46 Unrealized +2.0%
NMFC NEW MTN FIN CORP 0.0%
Value ($000) $319 Shares 30,272 Est. Cost $10.21 Unrealized -8.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $317 Shares 1,450 Est. Cost $91.25 Unrealized +144.6%
POWL POWELL INDS INC 0.0%
Value ($000) $305 Shares 1,450 Est. Cost $266.66 Unrealized -32.3%
IWM ISHARES TR 0.0%
Value ($000) $303 Shares 1,403 Est. Cost $202.89 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $302 Shares 1,242 Est. Cost $225.16 Unrealized +2.9%
POOL POOL CORP 0.0%
Value ($000) $301 Shares 1,034 Est. Cost $366.65 Unrealized -18.4%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $301 Shares 115 Est. Cost $1984.94 Unrealized +17.7%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $298 Shares 2,420 Est. Cost $66.28 Unrealized +40.7%
HESM HESS MIDSTREAM LP 0.0%
Value ($000) $295 Shares 7,650 Est. Cost $37.39 Unrealized -5.0%
BIIB BIOGEN INC 0.0%
Value ($000) $289 Shares 2,300 Est. Cost $271.82 Unrealized -54.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $289 Shares 509 Est. Cost $411.58 Unrealized +36.6%
KLG WK KELLOGG CO 0.0%
Value ($000) $286 Shares 17,973 Est. Cost $12.79 Unrealized
FIGS FIGS INC 0.0%
Value ($000) $282 Shares 50,000 Est. Cost $5.31 Unrealized -13.1%
CXT CRANE NXT CO 0.0%
Value ($000) $275 Shares 5,099 Est. Cost $31.73 Unrealized +59.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $271 Shares 6,451 Est. Cost $47.14 Unrealized -12.7%
IWP ISHARES TR 0.0%
Value ($000) $263 Shares 1,896 Est. Cost $109.36 Unrealized
KLAC KLA CORP 0.0%
Value ($000) $262 Shares 292 Est. Cost $748.55 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value ($000) $258 Shares 12,309 Est. Cost $20.72 Unrealized +6.9%
FANG DIAMONDBACK ENERGY INC 0.0%
Value ($000) $258 Shares 1,875 Est. Cost $136.16 Unrealized 0.0%
WLKP WESTLAKE CHEM PARTNERS LP 0.0%
Value ($000) $254 Shares 11,500 Est. Cost $26.87 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $252 Shares 6,000 Est. Cost $36.52 Unrealized +9.8%
WRB BERKLEY W R CORP 0.0%
Value ($000) $242 Shares 3,300 Est. Cost $59.72 Unrealized +17.1%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $242 Shares 550 Est. Cost $386.72 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $242 Shares 8,000 Est. Cost $33.42 Unrealized -10.3%
CALM CAL MAINE FOODS INC 0.0%
Value ($000) $241 Shares 2,423 Est. Cost $90.21 Unrealized 0.0%
IJR ISHARES TR 0.0%
Value ($000) $235 Shares 2,146 Est. Cost $83.57 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $230 Shares 8,800 Est. Cost $24.46 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $230 Shares 2,500 Est. Cost $71.79 Unrealized +22.6%
PPG PPG INDS INC 0.0%
Value ($000) $228 Shares 2,000 Est. Cost $147.48 Unrealized -27.9%
ENB ENBRIDGE INC 0.0%
Value ($000) $214 Shares 4,726 Est. Cost $39.21 Unrealized +11.7%
GLDD GREAT LAKES DREDGE & DOCK CO 0.0%
Value ($000) $213 Shares 17,512 Est. Cost $11.96 Unrealized -13.1%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $210 Shares 115 Est. Cost $1710.97 Unrealized +9.7%
CADE CADENCE BANK 0.0%
Value ($000) $206 Shares 6,435 Est. Cost $29.35 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $205 Shares 21,178 Est. Cost $24.44 Unrealized -58.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $203 Shares 634 Est. Cost $313.31 Unrealized +4.5%
BIL SPDR SERIES TRUST 0.0%
Value ($000) $202 Shares 2,200 Est. Cost $91.52 Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $200 Shares 2,339 Est. Cost $76.16 Unrealized +7.7%
HPQ HP INC 0.0%
Value ($000) $200 Shares 8,180 Est. Cost $24.56 Unrealized +0.6%
ORN ORION GROUP HLDGS INC 0.0%
Value ($000) $178 Shares 19,674 Est. Cost $7.23 Unrealized +3.6%
ONTF ON24 INC 0.0%
Value ($000) $89 Shares 16,428 Est. Cost $7.67 Unrealized -33.1%
NAUT NAUTILUS BIOTECHNOLOGY INC 0.0%
Value ($000) $33 Shares 45,000 Est. Cost $1.49 Unrealized -49.5%