VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Diversified Active

CIK: 0001021642 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $5,858,667 (100.0% shares, 0.0% debt)

Holdings (191)

MSFT MICROSOFT CORP 2.8%
Value ($000) $165,038 Shares 1,046,469 Est. Cost $45.52 Unrealized +243.4%
EA ELECTRONIC ARTS INC 2.8%
Value ($000) $161,226 Shares 1,609,535 Est. Cost $99.76 Unrealized +2.6%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $136,891 Shares 548,926 Est. Cost $117.28 Unrealized +112.9%
META FACEBOOK INC 2.2%
Value ($000) $131,290 Shares 787,115 Est. Cost $190.84 Unrealized +1.9%
SHW SHERWIN WILLIAMS CO 2.0%
Value ($000) $119,045 Shares 259,066 Est. Cost $113.38 Unrealized +51.0%
HD HOME DEPOT INC 1.9%
Value ($000) $113,457 Shares 607,670 Est. Cost $134.89 Unrealized +41.0%
SCHW SCHWAB CHARLES CORP 1.8%
Value ($000) $103,988 Shares 3,093,025 Est. Cost $40.09 Unrealized -3.5%
UNP UNION PAC CORP 1.7%
Value ($000) $101,309 Shares 718,300 Est. Cost $144.98 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 1.7%
Value ($000) $99,542 Shares 350,994 Est. Cost $160.13 Unrealized +93.9%
CACI CACI INTL INC 1.7%
Value ($000) $98,277 Shares 465,440 Est. Cost $93.12 Unrealized +166.9%
DIS DISNEY WALT CO 1.7%
Value ($000) $97,786 Shares 1,012,264 Est. Cost $109.28 Unrealized +13.0%
ENTG ENTEGRIS INC 1.6%
Value ($000) $94,458 Shares 2,109,815 Est. Cost $39.62 Unrealized +27.8%
MA MASTERCARD INCORPORATED 1.6%
Value ($000) $91,085 Shares 377,068 Est. Cost $125.56 Unrealized +129.2%
CABOT MICROELECTRONICS CORP 1.5%
Value ($000) $88,226 Shares 772,970 Est. Cost $113.92 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.5%
Value ($000) $88,161 Shares 482,202 Est. Cost $166.05 Unrealized +28.0%
VIRT VIRTU FINL INC 1.5%
Value ($000) $87,799 Shares 4,217,075 Est. Cost $23.97 Unrealized -22.9%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $83,255 Shares 634,905 Est. Cost $109.47 Unrealized +9.7%
AMZN AMAZON COM INC 1.4%
Value ($000) $82,467 Shares 42,297 Est. Cost $87.95 Unrealized +10.0%
TXN TEXAS INSTRS INC 1.3%
Value ($000) $78,586 Shares 786,403 Est. Cost $70.54 Unrealized +44.1%
ROP ROPER TECHNOLOGIES INC 1.3%
Value ($000) $78,493 Shares 251,735 Est. Cost $298.79 Unrealized +14.5%
FDX FEDEX CORP 1.2%
Value ($000) $71,986 Shares 593,650 Est. Cost $135.50 Unrealized -6.9%
WPM WHEATON PRECIOUS METALS CORP 1.2%
Value ($000) $70,815 Shares 2,572,270 Est. Cost $25.13 Unrealized +7.4%
SWX SOUTHWEST GAS HOLDINGS INC 1.1%
Value ($000) $67,100 Shares 964,640 Est. Cost $73.67 Unrealized -2.4%
KNX KNIGHT SWIFT TRANSN HLDGS INC 1.1%
Value ($000) $67,012 Shares 2,043,045 Est. Cost $31.68 Unrealized +5.0%
PRA HEALTH SCIENCES INC 1.1%
Value ($000) $62,603 Shares 753,889 Est. Cost $73.58 Unrealized
ESI ELEMENT SOLUTIONS INC 1.0%
Value ($000) $60,860 Shares 7,279,920 Est. Cost $10.02 Unrealized -1.3%
SR SPIRE INC 1.0%
Value ($000) $58,880 Shares 790,559 Est. Cost $69.99 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $58,404 Shares 863,330 Est. Cost $64.99 Unrealized +10.7%
MASI MASIMO CORP 1.0%
Value ($000) $57,300 Shares 323,510 Est. Cost $171.51 Unrealized 0.0%
LSTR LANDSTAR SYS INC 1.0%
Value ($000) $57,214 Shares 596,860 Est. Cost $112.26 Unrealized
POOL POOL CORPORATION 1.0%
Value ($000) $55,778 Shares 283,470 Est. Cost $191.30 Unrealized +4.1%
THG HANOVER INS GROUP INC 0.9%
Value ($000) $53,757 Shares 593,465 Est. Cost $112.69 Unrealized -4.6%
ABBV ABBVIE INC 0.9%
Value ($000) $53,719 Shares 705,065 Est. Cost $61.80 Unrealized +8.7%
CCOI COGENT COMMUNICATIONS HLDGS IN 0.9%
Value ($000) $52,629 Shares 642,045 Est. Cost $54.80 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS INC 0.9%
Value ($000) $52,463 Shares 553,235 Est. Cost $103.19 Unrealized 0.0%
IART INTEGRA LIFESCIENCES HLDGS CP 0.9%
Value ($000) $51,430 Shares 1,151,332 Est. Cost $49.19 Unrealized +6.7%
NSIT INSIGHT ENTERPRISES INC 0.9%
Value ($000) $50,851 Shares 1,207,020 Est. Cost $58.99 Unrealized -1.9%
NXST NEXSTAR MEDIA GROUP INC 0.9%
Value ($000) $50,021 Shares 866,468 Est. Cost $50.76 Unrealized +72.9%
SIGI SELECTIVE INS GROUP INC 0.8%
Value ($000) $47,522 Shares 956,170 Est. Cost $55.82 Unrealized -0.8%
BRC BRADY CORP 0.8%
Value ($000) $47,337 Shares 1,048,900 Est. Cost $36.79 Unrealized +25.1%
ORI OLD REP INTL CORP 0.8%
Value ($000) $47,282 Shares 3,100,485 Est. Cost $13.64 Unrealized -7.6%
FN FABRINET 0.8%
Value ($000) $45,564 Shares 835,126 Est. Cost $38.03 Unrealized +58.9%
MKSI MKS INSTRS INC 0.8%
Value ($000) $45,562 Shares 559,390 Est. Cost $97.84 Unrealized 0.0%
WTS WATTS WATER TECHNOLOGIES INC 0.8%
Value ($000) $45,482 Shares 537,300 Est. Cost $95.74 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.8%
Value ($000) $45,456 Shares 3,654,045 Est. Cost $19.56 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.7%
Value ($000) $41,254 Shares 6,496,657 Est. Cost $12.03 Unrealized +0.5%
PIONEER NAT RES CO 0.7%
Value ($000) $39,672 Shares 565,555 Est. Cost $151.37 Unrealized
STAG STAG INDL INC 0.6%
Value ($000) $35,934 Shares 1,595,685 Est. Cost $22.52 Unrealized
FIRSTCASH INC 0.6%
Value ($000) $35,650 Shares 496,934 Est. Cost $64.69 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.6%
Value ($000) $34,521 Shares 283,790 Est. Cost $54.10 Unrealized +127.6%
LPLA LPL FINL HLDGS INC 0.6%
Value ($000) $34,392 Shares 631,841 Est. Cost $61.12 Unrealized +31.9%
EVRG EVERGY INC 0.6%
Value ($000) $33,654 Shares 611,345 Est. Cost $43.70 Unrealized +19.1%
FISV FISERV INC 0.6%
Value ($000) $33,480 Shares 352,455 Est. Cost $62.00 Unrealized +79.1%
CYRUSONE INC 0.6%
Value ($000) $33,325 Shares 539,680 Est. Cost $61.53 Unrealized
CMS CMS ENERGY CORP 0.5%
Value ($000) $31,640 Shares 538,545 Est. Cost $36.09 Unrealized +48.7%
SAIC SCIENCE APPLICATIONS INTL CORP 0.5%
Value ($000) $31,546 Shares 422,705 Est. Cost $83.46 Unrealized 0.0%
AEE AMEREN CORP 0.5%
Value ($000) $31,375 Shares 430,795 Est. Cost $46.22 Unrealized +44.7%
UCB UNITED CMNTY BKS BLAIRSVLE GA 0.5%
Value ($000) $30,603 Shares 1,671,359 Est. Cost $28.23 Unrealized -8.5%
NOVA MEASURING INSTRUMENTS LTD 0.5%
Value ($000) $30,589 Shares 936,900 Est. Cost $30.43 Unrealized
ALG ALAMO GROUP INC 0.5%
Value ($000) $30,316 Shares 341,470 Est. Cost $112.82 Unrealized -1.1%
GPN GLOBAL PMTS INC 0.5%
Value ($000) $30,062 Shares 208,435 Est. Cost $57.18 Unrealized +204.8%
ES EVERSOURCE ENERGY 0.5%
Value ($000) $29,656 Shares 379,175 Est. Cost $44.09 Unrealized +60.3%
GATX GATX CORP 0.5%
Value ($000) $29,641 Shares 473,805 Est. Cost $64.69 Unrealized 0.0%
NDAQ NASDAQ INC 0.5%
Value ($000) $29,488 Shares 310,555 Est. Cost $12.21 Unrealized +166.8%
AUB ATLANTIC UN BANKSHARES CORP 0.5%
Value ($000) $29,046 Shares 1,326,290 Est. Cost $27.40 Unrealized -9.5%
AMN AMN HEALTHCARE SVCS INC 0.5%
Value ($000) $28,566 Shares 494,140 Est. Cost $51.03 Unrealized +34.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.5%
Value ($000) $28,226 Shares 337,320 Est. Cost $67.68 Unrealized +40.3%
VST VISTRA ENERGY CORP 0.5%
Value ($000) $28,106 Shares 1,760,990 Est. Cost $19.76 Unrealized -10.0%
ALL ALLSTATE CORP 0.5%
Value ($000) $27,673 Shares 301,675 Est. Cost $76.59 Unrealized +23.0%
FRME FIRST MERCHANTS CORP 0.5%
Value ($000) $27,592 Shares 1,041,607 Est. Cost $20.93 Unrealized +41.6%
EPD ENTERPRISE PRODS PARTNERS L P 0.5%
Value ($000) $27,217 Shares 1,903,250 Est. Cost $26.00 Unrealized
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $26,776 Shares 2,483,934 Est. Cost $7.04 Unrealized +35.9%
STZ CONSTELLATION BRANDS INC 0.5%
Value ($000) $26,757 Shares 186,650 Est. Cost $176.72 Unrealized -9.4%
SOLARWINDS CORP 0.5%
Value ($000) $26,604 Shares 1,697,730 Est. Cost $18.35 Unrealized
CCK CROWN HLDGS INC 0.4%
Value ($000) $26,257 Shares 452,375 Est. Cost $50.41 Unrealized +31.2%
FELE FRANKLIN ELEC INC 0.4%
Value ($000) $26,081 Shares 553,385 Est. Cost $32.03 Unrealized +61.9%
TCF FINANCIAL CORPORATION NEW 0.4%
Value ($000) $25,879 Shares 1,142,045 Est. Cost $40.47 Unrealized
CUSHMAN WAKEFIELD PLC 0.4%
Value ($000) $25,746 Shares 2,193,055 Est. Cost $18.43 Unrealized
BRKR BRUKER CORP 0.4%
Value ($000) $25,516 Shares 711,545 Est. Cost $45.46 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.4%
Value ($000) $25,486 Shares 236,283 Est. Cost $104.68 Unrealized +36.5%
FFBC FIRST FINL BANCORP OH 0.4%
Value ($000) $24,745 Shares 1,659,637 Est. Cost $13.83 Unrealized +20.6%
RUSHA RUSH ENTERPRISES INC 0.4%
Value ($000) $24,697 Shares 773,720 Est. Cost $18.05 Unrealized 0.0%
KOS KOSMOS ENERGY LTD 0.4%
Value ($000) $24,502 Shares 27,358,180 Est. Cost $5.84 Unrealized -33.0%
FMC F M C CORP 0.4%
Value ($000) $24,348 Shares 298,040 Est. Cost $61.87 Unrealized +25.9%
WEC WEC ENERGY GROUP INC 0.4%
Value ($000) $24,111 Shares 273,590 Est. Cost $48.74 Unrealized +63.1%
RMBS RAMBUS INC DEL 0.4%
Value ($000) $23,556 Shares 2,122,075 Est. Cost $10.08 Unrealized +37.4%
CNC CENTENE CORP DEL 0.4%
Value ($000) $23,499 Shares 395,525 Est. Cost $46.17 Unrealized +31.4%
CHCT COMMUNITY HEALTHCARE TR INC 0.4%
Value ($000) $23,353 Shares 610,056 Est. Cost $35.89 Unrealized
ASGN ASGN INC 0.4%
Value ($000) $23,315 Shares 660,095 Est. Cost $59.41 Unrealized -4.6%
MMS MAXIMUS INC 0.4%
Value ($000) $22,418 Shares 385,195 Est. Cost $69.96 Unrealized -2.9%
AME AMETEK INC 0.4%
Value ($000) $22,143 Shares 307,460 Est. Cost $76.45 Unrealized +13.4%
FBNC FIRST BANCORP N C 0.4%
Value ($000) $22,053 Shares 955,485 Est. Cost $31.82 Unrealized -10.9%
BLDR BUILDERS FIRSTSOURCE INC 0.4%
Value ($000) $21,676 Shares 1,772,400 Est. Cost $22.59 Unrealized 0.0%
TRN TRINITY INDS INC 0.4%
Value ($000) $21,369 Shares 1,329,745 Est. Cost $15.98 Unrealized -0.5%
PHYSICIANS RLTY TR 0.4%
Value ($000) $21,256 Shares 1,524,759 Est. Cost $18.74 Unrealized
SERVICEMASTER GLOBAL HLDGS INC 0.4%
Value ($000) $21,053 Shares 779,705 Est. Cost $32.38 Unrealized
EFSC ENTERPRISE FINL SVCS CORP 0.4%
Value ($000) $20,808 Shares 745,535 Est. Cost $44.16 Unrealized -19.8%
TSEM TOWER SEMICONDUCTOR LTD 0.4%
Value ($000) $20,571 Shares 1,292,120 Est. Cost $21.93 Unrealized -5.0%
CHKP CHECK POINT SOFTWARE TECH LTD 0.3%
Value ($000) $20,257 Shares 201,485 Est. Cost $78.86 Unrealized +35.8%
ATLANTICA YIELD PLC 0.3%
Value ($000) $20,133 Shares 902,865 Est. Cost $21.36 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.3%
Value ($000) $20,093 Shares 292,735 Est. Cost $30.17 Unrealized +118.8%
M D C HLDGS INC 0.3%
Value ($000) $19,731 Shares 850,425 Est. Cost $37.29 Unrealized
FSS FEDERAL SIGNAL CORP 0.3%
Value ($000) $19,728 Shares 723,130 Est. Cost $29.74 Unrealized 0.0%
SAIA SAIA INC 0.3%
Value ($000) $19,470 Shares 264,760 Est. Cost $87.66 Unrealized 0.0%
CVSA ADTALEM GLOBAL ED INC 0.3%
Value ($000) $19,365 Shares 722,818 Est. Cost $49.64 Unrealized -35.8%
COOPER COS INC 0.3%
Value ($000) $19,207 Shares 69,675 Est. Cost $290.12 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.3%
Value ($000) $19,205 Shares 235,610 Est. Cost $40.20 Unrealized +122.3%
LITE LUMENTUM HLDGS INC 0.3%
Value ($000) $19,032 Shares 258,235 Est. Cost $78.70 Unrealized 0.0%
LYB LYONDELLBASELL INDUSTRIES N V 0.3%
Value ($000) $18,742 Shares 377,635 Est. Cost $59.68 Unrealized -16.9%
TGNA TEGNA INC 0.3%
Value ($000) $18,591 Shares 1,711,976 Est. Cost $13.36 Unrealized +19.7%
WILLSCOT CORP 0.3%
Value ($000) $17,741 Shares 1,751,270 Est. Cost $10.52 Unrealized
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $17,120 Shares 113,370 Est. Cost $102.74 Unrealized +38.5%
TKR TIMKEN CO 0.3%
Value ($000) $16,991 Shares 525,395 Est. Cost $47.32 Unrealized -0.0%
PFGC PERFORMANCE FOOD GROUP CO 0.3%
Value ($000) $16,927 Shares 684,720 Est. Cost $35.52 Unrealized +21.1%
SWITCH INC 0.3%
Value ($000) $16,267 Shares 1,127,330 Est. Cost $14.43 Unrealized
AIN ALBANY INTL CORP 0.3%
Value ($000) $15,975 Shares 337,537 Est. Cost $51.60 Unrealized +17.8%
HOLX HOLOGIC INC 0.3%
Value ($000) $15,695 Shares 447,130 Est. Cost $43.11 Unrealized +10.4%
GMED GLOBUS MED INC 0.3%
Value ($000) $15,493 Shares 364,280 Est. Cost $49.41 Unrealized 0.0%
GTN GRAY TELEVISION INC 0.3%
Value ($000) $15,058 Shares 1,402,005 Est. Cost $16.60 Unrealized +9.0%
EBS EMERGENT BIOSOLUTIONS INC 0.3%
Value ($000) $15,041 Shares 259,955 Est. Cost $56.32 Unrealized +2.3%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $14,885 Shares 166,045 Est. Cost $67.50 Unrealized +45.7%
HUN HUNTSMAN CORP 0.3%
Value ($000) $14,880 Shares 1,031,175 Est. Cost $23.16 Unrealized -15.8%
HUBB HUBBELL INC 0.3%
Value ($000) $14,730 Shares 128,370 Est. Cost $108.06 Unrealized +12.2%
LOPE GRAND CANYON ED INC 0.2%
Value ($000) $14,619 Shares 191,645 Est. Cost $119.23 Unrealized -31.0%
OSK OSHKOSH CORP 0.2%
Value ($000) $14,412 Shares 224,045 Est. Cost $75.61 Unrealized -6.1%
LAUR LAUREATE EDUCATION INC 0.2%
Value ($000) $14,192 Shares 1,350,310 Est. Cost $14.84 Unrealized +16.6%
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $14,156 Shares 839,185 Est. Cost $21.15 Unrealized -1.6%
DLTR DOLLAR TREE INC 0.2%
Value ($000) $13,829 Shares 188,225 Est. Cost $100.23 Unrealized -15.1%
ARES ARES MANAGEMENT CORPORATION 0.2%
Value ($000) $13,624 Shares 440,455 Est. Cost $17.30 Unrealized +67.4%
RJF RAYMOND JAMES FINL INC 0.2%
Value ($000) $13,576 Shares 214,805 Est. Cost $51.50 Unrealized 0.0%
LSCC LATTICE SEMICONDUCTOR CORP 0.2%
Value ($000) $13,197 Shares 740,595 Est. Cost $8.93 Unrealized
NTB BANK OF NT BUTTERFIELD&SON LTD 0.2%
Value ($000) $12,838 Shares 753,865 Est. Cost $24.01 Unrealized -10.4%
RGA REINSURANCE GRP OF AMERICA INC 0.2%
Value ($000) $12,573 Shares 149,430 Est. Cost $84.03 Unrealized +55.2%
ALLEGION PLC 0.2%
Value ($000) $12,501 Shares 135,850 Est. Cost $90.19 Unrealized
SINCLAIR BROADCAST GROUP INC 0.2%
Value ($000) $12,193 Shares 758,320 Est. Cost $16.08 Unrealized
ARMK ARAMARK 0.2%
Value ($000) $11,764 Shares 589,105 Est. Cost $23.51 Unrealized +3.9%
ATR APTARGROUP INC 0.2%
Value ($000) $11,753 Shares 118,065 Est. Cost $91.40 Unrealized +9.9%
AVY AVERY DENNISON CORP 0.2%
Value ($000) $11,560 Shares 113,475 Est. Cost $43.96 Unrealized +152.0%
ATHENE HLDG LTD 0.2%
Value ($000) $11,489 Shares 462,900 Est. Cost $41.30 Unrealized
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $11,324 Shares 132,350 Est. Cost $62.24 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $11,213 Shares 156,560 Est. Cost $68.99 Unrealized +11.8%
LNTH LANTHEUS HLDGS INC 0.2%
Value ($000) $10,803 Shares 846,662 Est. Cost $15.63 Unrealized +2.3%
FAF FIRST AMERN FINL CORP 0.2%
Value ($000) $10,612 Shares 250,240 Est. Cost $46.58 Unrealized 0.0%
CSTM CONSTELLIUM SE 0.2%
Value ($000) $10,449 Shares 2,005,510 Est. Cost $13.01 Unrealized -17.4%
BCO BRINKS CO 0.2%
Value ($000) $10,419 Shares 200,175 Est. Cost $63.78 Unrealized +14.2%
UNF UNIFIRST CORP MASS 0.2%
Value ($000) $10,350 Shares 68,500 Est. Cost $181.48 Unrealized 0.0%
PACWEST BANCORP DEL 0.2%
Value ($000) $10,340 Shares 576,985 Est. Cost $41.50 Unrealized
PARSLEY ENERGY INC 0.2%
Value ($000) $10,246 Shares 1,788,300 Est. Cost $18.91 Unrealized
CDW CDW CORP 0.2%
Value ($000) $10,014 Shares 107,365 Est. Cost $93.79 Unrealized +21.5%
NSA NATIONAL STORAGE AFFILIATES TR 0.2%
Value ($000) $8,914 Shares 301,184 Est. Cost $23.73 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.2%
Value ($000) $8,880 Shares 200,630 Est. Cost $84.26 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC 0.1%
Value ($000) $8,660 Shares 56,885 Est. Cost $102.01 Unrealized +48.7%
MC MOELIS & CO 0.1%
Value ($000) $8,379 Shares 298,195 Est. Cost $21.96 Unrealized 0.0%
BKR BAKER HUGHES A GE CO LLC / BA 0.1%
Value ($000) $8,042 Shares 765,930 Est. Cost $19.13 Unrealized -16.7%
BFAM BRIGHT HORIZONS FAM SOL IN DEL 0.1%
Value ($000) $7,772 Shares 76,200 Est. Cost $147.04 Unrealized 0.0%
RDN RADIAN GROUP INC 0.1%
Value ($000) $7,493 Shares 578,640 Est. Cost $16.45 Unrealized +10.4%
WPX ENERGY INC 0.1%
Value ($000) $7,420 Shares 2,432,680 Est. Cost $12.82 Unrealized
RITM NEW RESIDENTIAL INVT CORP 0.1%
Value ($000) $7,229 Shares 1,442,915 Est. Cost $11.28 Unrealized
ESNT ESSENT GROUP LTD 0.1%
Value ($000) $7,165 Shares 272,020 Est. Cost $38.43 Unrealized +4.0%
RNG RINGCENTRAL INC 0.1%
Value ($000) $6,945 Shares 32,775 Est. Cost $18.74 Unrealized +998.8%
SYF SYNCHRONY FINANCIAL 0.1%
Value ($000) $6,776 Shares 421,120 Est. Cost $25.35 Unrealized -0.7%
LNT ALLIANT ENERGY CORP 0.1%
Value ($000) $6,537 Shares 135,375 Est. Cost $45.48 Unrealized 0.0%
MMI MARCUS & MILLICHAP INC 0.1%
Value ($000) $6,384 Shares 235,575 Est. Cost $31.13 Unrealized 0.0%
ONTO ONTO INNOVATION INC 0.1%
Value ($000) $6,062 Shares 204,305 Est. Cost $34.20 Unrealized 0.0%
RAYTHEON CO 0.1%
Value ($000) $5,233 Shares 39,900 Est. Cost $179.39 Unrealized
LNWO SCIENTIFIC GAMES CORP 0.1%
Value ($000) $4,836 Shares 498,545 Est. Cost $23.47 Unrealized -12.8%
MCO MOODYS CORP 0.1%
Value ($000) $4,562 Shares 21,570 Est. Cost $97.91 Unrealized +136.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $3,854 Shares 29,125 Est. Cost $140.53 Unrealized +3.2%
BFH ALLIANCE DATA SYSTEMS CORP 0.1%
Value ($000) $3,078 Shares 91,460 Est. Cost $152.76 Unrealized -59.8%
APAM ARTISAN PARTNERS ASSET MGMT IN 0.0%
Value ($000) $2,869 Shares 133,555 Est. Cost $17.77 Unrealized 0.0%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $2,395 Shares 28,035 Est. Cost $99.22 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $1,461 Shares 27,000 Est. Cost $17.18 Unrealized +204.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,384 Shares 25,750 Est. Cost $27.75 Unrealized +47.8%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,381 Shares 17,075 Est. Cost $47.64 Unrealized +52.6%
MRK MERCK & CO. INC 0.0%
Value ($000) $1,331 Shares 17,300 Est. Cost $34.13 Unrealized +90.7%
KO COCA COLA CO 0.0%
Value ($000) $1,328 Shares 30,000 Est. Cost $30.05 Unrealized +49.7%
D DOMINION ENERGY INC 0.0%
Value ($000) $1,326 Shares 18,375 Est. Cost $35.93 Unrealized +75.7%
CSCO CISCO SYS INC 0.0%
Value ($000) $1,199 Shares 30,500 Est. Cost $24.71 Unrealized +48.4%
PFE PFIZER INC 0.0%
Value ($000) $1,151 Shares 35,250 Est. Cost $22.86 Unrealized +13.0%
AVGO BROADCOM INC 0.0%
Value ($000) $1,138 Shares 4,800 Est. Cost $19.96 Unrealized +21.7%
T AT&T INC 0.0%
Value ($000) $1,053 Shares 36,125 Est. Cost $14.91 Unrealized +21.8%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1,008 Shares 11,195 Est. Cost $58.94 Unrealized +75.8%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $1,002 Shares 13,830 Est. Cost $69.70 Unrealized +9.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,001 Shares 21,000 Est. Cost $46.41 Unrealized +24.5%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $934 Shares 10,000 Est. Cost $57.13 Unrealized +43.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $819 Shares 21,564 Est. Cost $56.23 Unrealized -25.2%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $644 Shares 22,455 Est. Cost $37.68 Unrealized -2.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $534 Shares 17,325 Est. Cost $39.96 Unrealized +2.5%
CMI CUMMINS INC 0.0%
Value ($000) $352 Shares 2,600 Est. Cost $134.72 Unrealized 0.0%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $338 Shares 9,600 Est. Cost $34.05 Unrealized +34.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $190 Shares 16,400 Est. Cost $53.28 Unrealized -43.6%