CIM INVESTMENT MANAGEMENT INC Diversified Active

Location: Pittsburgh, PA

CIK: 0001179791 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 25, 2024

Total Value: $338M (100.0% shares, 0.0% debt)

Holdings (254)

IVV IShares S&P 500 Index 21.5%
Value $72.57M Shares 125,803 Share Price $576.82 Est. Cost/Share $271.71 Unrealized @ Report Date +112.3%
IJH IShares S&P MidCap 400 5.3%
Value $17.96M Shares 288,120 Share Price $62.32 Est. Cost/Share $51.30 Unrealized @ Report Date +21.5%
NVDA NVIDIA Corporation 4.0%
Value $13.54M Shares 111,512 Share Price $121.44 Est. Cost/Share $92.76 Unrealized @ Report Date +30.9%
IJR IShares S&P SmCap 600 3.8%
Value $12.84M Shares 109,813 Share Price $116.96 Est. Cost/Share $80.95 Unrealized @ Report Date +44.5%
AAPL Apple Inc 3.4%
Value $11.49M Shares 49,322 Share Price $233.00 Est. Cost/Share $101.44 Unrealized @ Report Date +128.4%
MSFT Microsoft Corp 3.1%
Value $10.5M Shares 24,408 Share Price $430.30 Est. Cost/Share $150.30 Unrealized @ Report Date +183.6%
IEFA IShares Core MSCI EAFE ETF 2.5%
Value $8.453M Shares 108,297 Share Price $78.05 Est. Cost/Share $59.44 Unrealized @ Report Date +31.3%
GOOGL Alphabet Inc-Cl A 1.6%
Value $5.283M Shares 31,853 Share Price $165.85 Est. Cost/Share $106.16 Unrealized @ Report Date +55.4%
AMZN Amazon.Com Inc 1.5%
Value $5.008M Shares 26,879 Share Price $186.33 Est. Cost/Share $121.63 Unrealized @ Report Date +53.2%
META Meta Platforms Inc. 1.5%
Value $4.973M Shares 8,687 Share Price $572.44 Est. Cost/Share $189.80 Unrealized @ Report Date +200.4%
EFA IShares MSCI EAFE Index ETF 1.4%
Value $4.667M Shares 55,801 Share Price $83.63 Est. Cost/Share $63.14 Unrealized @ Report Date +32.4%
BRK/B Berkshire Hathaway Inc-Cl B 1.2%
Value $3.892M Shares 8,457 Share Price $460.26 Est. Cost/Share $338.03 Unrealized @ Report Date +36.2%
TSLA Tesla Motors Inc 1.1%
Value $3.762M Shares 14,380 Share Price $261.63 Est. Cost/Share $244.01 Unrealized @ Report Date +7.2%
AVGO Broadcom LTD 1.1%
Value $3.703M Shares 21,467 Share Price $172.50 Est. Cost/Share $143.93 Unrealized @ Report Date +18.5%
EQIX Equinix Inc. 1.0%
Value $3.261M Shares 3,674 Share Price $887.63 * Est. Cost/Share $727.69 Unrealized @ Report Date +18.7%
GOOG Alphabet Inc-Cl C 0.9%
Value $3.024M Shares 18,089 Share Price $167.19 Est. Cost/Share $107.29 Unrealized @ Report Date +55.0%
XLU Utilities Select Sector SPDR 0.9%
Value $2.895M Shares 35,832 Share Price $80.78 * Est. Cost/Share $36.51 Unrealized @ Report Date +10.6%
SBUX Starbucks 0.8%
Value $2.851M Shares 29,247 Share Price $97.49 * Est. Cost/Share $86.34 Unrealized @ Report Date +9.3%
JPM JPMorgan Chase & Co 0.8%
Value $2.781M Shares 13,187 Share Price $210.86 * Est. Cost/Share $51.58 Unrealized @ Report Date +297.9%
COST Costco Wholesale Corp 0.7%
Value $2.39M Shares 2,696 Share Price $886.52 Est. Cost/Share $306.52 Unrealized @ Report Date +187.3%
MU Micron Technology Inc 0.7%
Value $2.38M Shares 22,948 Share Price $103.71 Est. Cost/Share $62.95 Unrealized @ Report Date +63.8%
TGT Target Corp. 0.7%
Value $2.327M Shares 14,930 Share Price $155.86 * Est. Cost/Share $156.38 Unrealized @ Report Date -5.2%
NFLX Netflix Inc 0.7%
Value $2.209M Shares 3,114 Share Price $709.27 * Est. Cost/Share $28.31 Unrealized @ Report Date +150.6%
AKAM Akamai Technologies 0.6%
Value $2.171M Shares 21,502 Share Price $100.95 Est. Cost/Share $99.39 Unrealized @ Report Date +1.6%
LDOS Leidos Holdings Inc. 0.6%
Value $2.139M Shares 13,125 Share Price $163.00 Est. Cost/Share $96.43 Unrealized @ Report Date +66.9%
FCX Freeport-McMoran Inc 0.6%
Value $2.032M Shares 40,701 Share Price $49.92 Est. Cost/Share $38.64 Unrealized @ Report Date +26.8%
MCD McDonalds Corp. 0.6%
Value $2.014M Shares 6,613 Share Price $304.51 * Est. Cost/Share $278.01 Unrealized @ Report Date +6.4%
TMO Thermo Fisher Scientific Inc 0.6%
Value $1.973M Shares 3,190 Share Price $618.57 Est. Cost/Share $484.09 Unrealized @ Report Date +27.2%
ADBE Adobe Systems 0.6%
Value $1.943M Shares 3,752 Share Price $517.78 Est. Cost/Share $324.73 Unrealized @ Report Date +59.4%
DLR Digital Realy Trust Inc 0.5%
Value $1.836M Shares 11,347 Share Price $161.83 * Est. Cost/Share $112.25 Unrealized @ Report Date +38.9%
LLY Lilly (ELI) Co. 0.5%
Value $1.814M Shares 2,048 Share Price $885.94 Est. Cost/Share $191.01 Unrealized @ Report Date +359.6%
WM Waste Mgmt Holding 0.5%
Value $1.677M Shares 8,077 Share Price $207.60 Est. Cost/Share $149.51 Unrealized @ Report Date +36.4%
AMD Adv Micro Device 0.5%
Value $1.602M Shares 9,761 Share Price $164.08 Est. Cost/Share $87.29 Unrealized @ Report Date +88.0%
UNH UnitedHealth Group Inc 0.5%
Value $1.58M Shares 2,703 Share Price $584.68 * Est. Cost/Share $263.29 Unrealized @ Report Date +115.9%
GNRC Generac Holdings Inc. 0.5%
Value $1.548M Shares 9,742 Share Price $158.88 Est. Cost/Share $113.52 Unrealized @ Report Date +40.0%
STZ Constellation Brands, Inc 0.4%
Value $1.512M Shares 5,868 Share Price $257.69 * Est. Cost/Share $198.49 Unrealized @ Report Date +26.1%
CAT Caterpillar Inc. 0.4%
Value $1.505M Shares 3,848 Share Price $391.12 Est. Cost/Share $155.22 Unrealized @ Report Date +147.3%
BLK Blackrock Funding Inc. 0.4%
Value $1.439M Shares 1,516 Share Price $949.51 * Est. Cost/Share $840.24 Unrealized @ Report Date +10.2%
LEN Lennar Corp-A 0.4%
Value $1.431M Shares 7,634 Share Price $187.48 * Est. Cost/Share $90.44 Unrealized @ Report Date +96.8%
UNP Union Pacific Corp 0.4%
Value $1.416M Shares 5,743 Share Price $246.48 * Est. Cost/Share $120.19 Unrealized @ Report Date +99.1%
RTX Raytheon Technologies Corp. 0.4%
Value $1.403M Shares 11,582 Share Price $121.16 * Est. Cost/Share $56.49 Unrealized @ Report Date +109.4%
ORCL Oracle Systems Corp. 0.4%
Value $1.384M Shares 8,124 Share Price $170.40 Est. Cost/Share $70.56 Unrealized @ Report Date +138.6%
AMT American Tower Corp 0.4%
Value $1.382M Shares 5,942 Share Price $232.56 * Est. Cost/Share $172.31 Unrealized @ Report Date +28.3%
PG Procter & Gamble Co/The 0.4%
Value $1.373M Shares 7,927 Share Price $173.20 * Est. Cost/Share $122.95 Unrealized @ Report Date +36.4%
WMT Wal-Mart Stores Inc 0.4%
Value $1.352M Shares 16,741 Share Price $80.75 Est. Cost/Share $53.17 Unrealized @ Report Date +50.1%
QCOM Qualcomm Inc 0.4%
Value $1.301M Shares 7,648 Share Price $170.05 * Est. Cost/Share $88.24 Unrealized @ Report Date +87.5%
MA MasterCard Inc-Class A 0.4%
Value $1.297M Shares 2,627 Share Price $493.80 Est. Cost/Share $222.60 Unrealized @ Report Date +120.3%
ARM ARM Holdings PLC-Spons ADR 0.4%
Value $1.26M Shares 8,813 Share Price $143.01 Est. Cost/Share $124.33 Unrealized @ Report Date +15.0%
TTWO Take-Two Interactive Software 0.4%
Value $1.235M Shares 8,034 Share Price $153.71 Est. Cost/Share $149.92 Unrealized @ Report Date +2.5%
JNJ Johnson & Johnson 0.3%
Value $1.131M Shares 6,976 Share Price $162.06 * Est. Cost/Share $120.25 Unrealized @ Report Date +29.7%
V Visa Inc-Class A Shares 0.3%
Value $1.122M Shares 4,080 Share Price $274.95 Est. Cost/Share $67.89 Unrealized @ Report Date +301.4%
TFX Teleflex Inc. 0.3%
Value $1.097M Shares 4,435 Share Price $247.32 Est. Cost/Share $283.46 Unrealized @ Report Date -13.9%
PRU Prudential Financial Inc 0.3%
Value $1.087M Shares 8,978 Share Price $121.10 * Est. Cost/Share $62.68 Unrealized @ Report Date +81.8%
NOW Servicenow Inc. 0.3%
Value $1.079M Shares 1,206 Share Price $894.39 * Est. Cost/Share $84.73 Unrealized @ Report Date +111.1%
UAA Under Armour Inc. 0.3%
Value $1.052M Shares 118,093 Share Price $8.91 Est. Cost/Share $15.80 Unrealized @ Report Date -43.6%
NEM Newmont Mining Corp 0.3%
Value $1.033M Shares 19,333 Share Price $53.45 * Est. Cost/Share $48.40 Unrealized @ Report Date +7.9%
ACN Accenture Ltd-Cl A 0.3%
Value $1.022M Shares 2,890 Share Price $353.48 Est. Cost/Share $178.80 Unrealized @ Report Date +94.1%
HD Home Depot Inc 0.3%
Value $1.021M Shares 2,519 Share Price $405.20 * Est. Cost/Share $206.05 Unrealized @ Report Date +90.9%
BSX Boston Scientific 0.3%
Value $1.008M Shares 12,023 Share Price $83.80 Est. Cost/Share $36.56 Unrealized @ Report Date +129.2%
EBAY Ebay, Inc. 0.3%
Value $1.008M Shares 15,474 Share Price $65.11 Est. Cost/Share $57.01 Unrealized @ Report Date +12.0%
CB Chubb Corp. 0.3%
Value $985K Shares 3,416 Share Price $288.39 Est. Cost/Share $152.88 Unrealized @ Report Date +86.8%
CVX Chevron Corp 0.3%
Value $969K Shares 6,583 Share Price $147.27 * Est. Cost/Share $99.65 Unrealized @ Report Date +39.8%
ENPH Enphase Energy 0.3%
Value $968K Shares 8,564 Share Price $113.02 Est. Cost/Share $162.78 Unrealized @ Report Date -30.6%
DOW Dow Inc 0.3%
Value $955K Shares 17,482 Share Price $54.63 * Est. Cost/Share $35.43 Unrealized @ Report Date +41.2%
NUE Nucor Corporation 0.3%
Value $953K Shares 6,341 Share Price $150.34 * Est. Cost/Share $101.65 Unrealized @ Report Date +44.8%
MRK Merck & Co. Inc. 0.3%
Value $947K Shares 8,335 Share Price $113.56 * Est. Cost/Share $49.48 Unrealized @ Report Date +119.5%
XOM Exxon Mobil Corp 0.3%
Value $942K Shares 8,037 Share Price $117.22 * Est. Cost/Share $54.88 Unrealized @ Report Date +104.4%
PEP Pepsico Inc 0.3%
Value $921K Shares 5,416 Share Price $170.05 * Est. Cost/Share $158.70 Unrealized @ Report Date +2.2%
DE Deere & Company 0.3%
Value $902K Shares 2,161 Share Price $417.33 Est. Cost/Share $343.75 Unrealized @ Report Date +19.3%
PANW Palo Alto NetworksInc. 0.3%
Value $901K Shares 2,635 Share Price $341.80 * Est. Cost/Share $149.57 Unrealized @ Report Date +14.3%
TXN Texas Instruments Inc 0.3%
Value $855K Shares 4,139 Share Price $206.57 * Est. Cost/Share $83.27 Unrealized @ Report Date +138.7%
CMI Cummins Inc. 0.2%
Value $845K Shares 2,611 Share Price $323.79 * Est. Cost/Share $185.14 Unrealized @ Report Date +70.6%
J Jacobs Engineering Group Inc 0.2%
Value $833K Shares 6,362 Share Price $130.90 * Est. Cost/Share $107.97 Unrealized @ Report Date +18.6%
CL Colgate-Palmolive Co. 0.2%
Value $825K Shares 7,945 Share Price $103.81 * Est. Cost/Share $70.87 Unrealized @ Report Date +42.3%
BA Boeing Co/The 0.2%
Value $824K Shares 5,422 Share Price $152.04 Est. Cost/Share $222.22 Unrealized @ Report Date -31.6%
DIS Walt Disney Co/The 0.2%
Value $816K Shares 8,487 Share Price $96.19 Est. Cost/Share $137.89 Unrealized @ Report Date -31.3%
NTAP Network App. Inc. 0.2%
Value $815K Shares 6,602 Share Price $123.51 * Est. Cost/Share $55.90 Unrealized @ Report Date +114.6%
LRCX LAM Research Corp 0.2%
Value $815K Shares 999 Share Price $816.08 * Est. Cost/Share $85.67 Unrealized @ Report Date -5.9%
CSCO Cisco Systems Inc 0.2%
Value $814K Shares 15,293 Share Price $53.22 * Est. Cost/Share $50.01 Unrealized @ Report Date +2.4%
MS Morgan Stanley 0.2%
Value $812K Shares 7,789 Share Price $104.24 * Est. Cost/Share $44.22 Unrealized @ Report Date +127.5%
COIN Coinbase Global Inc. 0.2%
Value $810K Shares 4,546 Share Price $178.17 Est. Cost/Share $59.88 Unrealized @ Report Date +197.5%
F Ford Motor Co 0.2%
Value $808K Shares 76,551 Share Price $10.56 * Est. Cost/Share $10.51 Unrealized @ Report Date -7.7%
AMGN Amgen Inc 0.2%
Value $789K Shares 2,450 Share Price $322.21 * Est. Cost/Share $116.18 Unrealized @ Report Date +166.5%
KMB Kimberly-Clark Corp 0.2%
Value $775K Shares 5,445 Share Price $142.28 * Est. Cost/Share $117.75 Unrealized @ Report Date +15.1%
AMAT Applied Materials Inc 0.2%
Value $772K Shares 3,821 Share Price $202.05 Est. Cost/Share $129.77 Unrealized @ Report Date +53.8%
BMY Bristol Myers Squibb Co 0.2%
Value $763K Shares 14,746 Share Price $51.74 * Est. Cost/Share $53.72 Unrealized @ Report Date -10.3%
FDX Fedex Corp 0.2%
Value $755K Shares 2,759 Share Price $273.68 * Est. Cost/Share $135.58 Unrealized @ Report Date +96.2%
KO Coca Cola Co/The 0.2%
Value $744K Shares 10,353 Share Price $71.86 * Est. Cost/Share $55.41 Unrealized @ Report Date +25.0%
AFRM Affirm Holdings Inc. 0.2%
Value $732K Shares 17,939 Share Price $40.82 Est. Cost/Share $58.48 Unrealized @ Report Date -30.2%
TMUS T-Mobile Inc. 0.2%
Value $728K Shares 3,530 Share Price $206.36 Est. Cost/Share $114.97 Unrealized @ Report Date +76.1%
WYNN Wynn Resorts LTD 0.2%
Value $722K Shares 7,535 Share Price $95.88 Est. Cost/Share $101.66 Unrealized @ Report Date -6.8%
MDT Medtronic PLC 0.2%
Value $704K Shares 7,823 Share Price $90.03 * Est. Cost/Share $74.79 Unrealized @ Report Date +16.5%
PPG PPG Industries Inc 0.2%
Value $694K Shares 5,243 Share Price $132.46 * Est. Cost/Share $83.90 Unrealized @ Report Date +53.0%
PYPL Paypal Holdings Inc 0.2%
Value $679K Shares 8,708 Share Price $78.03 Est. Cost/Share $123.64 Unrealized @ Report Date -37.0%
LOW Lowe's Companies 0.2%
Value $671K Shares 2,478 Share Price $270.85 * Est. Cost/Share $78.96 Unrealized @ Report Date +234.9%
LVS Las Vegas Sands Corp. 0.2%
Value $670K Shares 13,304 Share Price $50.34 * Est. Cost/Share $53.46 Unrealized @ Report Date -8.2%
KBH Kaufman and Broad Home Corp. 0.2%
Value $660K Shares 7,705 Share Price $85.69 * Est. Cost/Share $28.60 Unrealized @ Report Date +192.5%
XRAY Dentsply Intl 0.2%
Value $653K Shares 24,121 Share Price $27.06 Est. Cost/Share $35.85 Unrealized @ Report Date -24.5%
ON On Semiconductor Corp. 0.2%
Value $646K Shares 8,893 Share Price $72.61 Est. Cost/Share $82.71 Unrealized @ Report Date -12.2%
CI Cigna Corp 0.2%
Value $641K Shares 1,850 Share Price $346.44 * Est. Cost/Share $273.10 Unrealized @ Report Date +23.8%
CRM Salesforce.com 0.2%
Value $634K Shares 2,316 Share Price $273.71 Est. Cost/Share $184.17 Unrealized @ Report Date +47.5%
LHX L3Harris Tech 0.2%
Value $626K Shares 2,631 Share Price $237.87 * Est. Cost/Share $202.26 Unrealized @ Report Date +14.9%
HON Honeywell International Inc 0.2%
Value $612K Shares 2,961 Share Price $206.71 * Est. Cost/Share $131.46 Unrealized @ Report Date +44.3%
OXY Occidental Petroleum Corp 0.2%
Value $611K Shares 11,850 Share Price $51.54 * Est. Cost/Share $63.96 Unrealized @ Report Date -21.5%
EQT EQT Corp. 0.2%
Value $607K Shares 16,580 Share Price $36.64 Est. Cost/Share $35.86 Unrealized @ Report Date +0.5%
ABT Abbott Laboratories 0.2%
Value $601K Shares 5,274 Share Price $114.01 * Est. Cost/Share $82.72 Unrealized @ Report Date +34.6%
ZG Zillow Group Inc - A 0.2%
Value $586K Shares 9,456 Share Price $61.93 Est. Cost/Share $88.73 Unrealized @ Report Date -30.2%
WST West Pharmaceutical Services 0.2%
Value $580K Shares 1,932 Share Price $300.16 Est. Cost/Share $271.27 Unrealized @ Report Date +10.2%
ZTS Zoetis Inc. 0.2%
Value $568K Shares 2,907 Share Price $195.38 Est. Cost/Share $159.02 Unrealized @ Report Date +21.0%
QTWO Q2 Holdings Inc. 0.2%
Value $558K Shares 6,995 Share Price $79.77 Est. Cost/Share $33.13 Unrealized @ Report Date +140.8%
BIIB Biogen Inc 0.2%
Value $558K Shares 2,877 Share Price $193.84 Est. Cost/Share $280.49 Unrealized @ Report Date -30.9%
ELV Elevance Health Inc. 0.2%
Value $553K Shares 1,064 Share Price $520.00 * Est. Cost/Share $261.18 Unrealized @ Report Date +94.5%
VZ Verizon Communications Inc 0.2%
Value $551K Shares 12,263 Share Price $44.91 * Est. Cost/Share $30.85 Unrealized @ Report Date +34.1%
LNC Lincoln National Corp 0.2%
Value $527K Shares 16,709 Share Price $31.51 * Est. Cost/Share $51.74 Unrealized @ Report Date -43.6%
COP ConocoPhillips 0.2%
Value $526K Shares 4,993 Share Price $105.28 * Est. Cost/Share $49.80 Unrealized @ Report Date +102.9%
HALO Halozyme Therapeutics, Inc. 0.2%
Value $523K Shares 9,142 Share Price $57.24 Est. Cost/Share $41.04 Unrealized @ Report Date +39.5%
BDX Becton Dickinson and Co 0.2%
Value $520K Shares 2,156 Share Price $241.10 * Est. Cost/Share $181.71 Unrealized @ Report Date +29.3%
BIO Bio-Rad Labs-A 0.2%
Value $509K Shares 1,521 Share Price $334.58 Est. Cost/Share $513.42 Unrealized @ Report Date -34.8%
MAR Marriot International 0.1%
Value $505K Shares 2,030 Share Price $248.60 Est. Cost/Share $159.60 Unrealized @ Report Date +53.9%
WFC Wells Fargo & Co 0.1%
Value $498K Shares 8,817 Share Price $56.49 * Est. Cost/Share $30.79 Unrealized @ Report Date +78.5%
PFE Pfizer Inc 0.1%
Value $496K Shares 17,156 Share Price $28.94 * Est. Cost/Share $36.13 Unrealized @ Report Date -26.5%
NOC Northrop Grumman Corp 0.1%
Value $496K Shares 939 Share Price $528.07 * Est. Cost/Share $256.81 Unrealized @ Report Date +101.3%
UBER UBER Technologies Inc. 0.1%
Value $489K Shares 6,502 Share Price $75.16 Est. Cost/Share $33.81 Unrealized @ Report Date +122.3%
BCO The Brinks Co. 0.1%
Value $488K Shares 4,221 Share Price $115.64 Est. Cost/Share $56.03 Unrealized @ Report Date +103.3%
REGN Regeneron Pharmaceuticals 0.1%
Value $483K Shares 459 Share Price $1051.24 Est. Cost/Share $575.03 Unrealized @ Report Date +81.8%
BAC Bank of America Corp 0.1%
Value $478K Shares 12,054 Share Price $39.68 * Est. Cost/Share $19.20 Unrealized @ Report Date +100.9%
PINS Pinterest Inc. 0.1%
Value $477K Shares 14,739 Share Price $32.37 Est. Cost/Share $67.69 Unrealized @ Report Date -52.2%
VLTO Veralto Corp 0.1%
Value $469K Shares 4,192 Share Price $111.86 Est. Cost/Share $105.00 Unrealized @ Report Date +5.9%
ENSG The Ensign Group Inc. 0.1%
Value $465K Shares 3,231 Share Price $143.82 Est. Cost/Share $51.09 Unrealized @ Report Date +180.9%
POOL Pool Corp 0.1%
Value $456K Shares 1,211 Share Price $376.80 Est. Cost/Share $329.53 Unrealized @ Report Date +12.1%
DD DuPont de Nemours Inc. 0.1%
Value $449K Shares 5,042 Share Price $89.11 * Est. Cost/Share $18.04 Unrealized @ Report Date +101.4%
ZBH Zimmer Biomet Holdings 0.1%
Value $449K Shares 4,161 Share Price $107.95 Est. Cost/Share $105.39 Unrealized @ Report Date +1.2%
LYB Lyondell Basell Indu-Cl A 0.1%
Value $445K Shares 4,636 Share Price $95.90 * Est. Cost/Share $53.59 Unrealized @ Report Date +60.3%
SO Southern Co/The 0.1%
Value $443K Shares 4,908 Share Price $90.18 * Est. Cost/Share $60.67 Unrealized @ Report Date +42.7%
IRTC iRhythm Technologies Inc. 0.1%
Value $433K Shares 5,834 Share Price $74.24 Est. Cost/Share $101.98 Unrealized @ Report Date -27.2%
WHR Whirlpool Corp 0.1%
Value $432K Shares 4,033 Share Price $107.00 Est. Cost/Share $172.37 Unrealized @ Report Date -37.9%
EME Emcor Group Inc 0.1%
Value $428K Shares 994 Share Price $430.53 Est. Cost/Share $89.24 Unrealized @ Report Date +381.2%
GPN Global Payments Inc. 0.1%
Value $425K Shares 4,153 Share Price $102.42 Est. Cost/Share $140.04 Unrealized @ Report Date -27.9%
WTS Watts Water Tech Cl-A 0.1%
Value $422K Shares 2,037 Share Price $207.19 Est. Cost/Share $183.68 Unrealized @ Report Date +12.8%
CNO CNO Financial Group Inc 0.1%
Value $416K Shares 11,856 Share Price $35.10 * Est. Cost/Share $14.25 Unrealized @ Report Date +141.1%
WY Weyerhaeuser Corp 0.1%
Value $407K Shares 12,019 Share Price $33.86 * Est. Cost/Share $30.43 Unrealized @ Report Date +7.0%
MOS The Mosaic Company 0.1%
Value $406K Shares 15,148 Share Price $26.78 * Est. Cost/Share $41.83 Unrealized @ Report Date -38.4%
ADM Archer-Daniels Midland 0.1%
Value $405K Shares 6,779 Share Price $59.74 * Est. Cost/Share $78.28 Unrealized @ Report Date -27.2%
INCY Incyte Corp. 0.1%
Value $398K Shares 6,018 Share Price $66.10 Est. Cost/Share $74.06 Unrealized @ Report Date -10.7%
C Citigroup Inc 0.1%
Value $394K Shares 6,296 Share Price $62.60 * Est. Cost/Share $54.57 Unrealized @ Report Date +10.6%
MAS Masco Corp. 0.1%
Value $393K Shares 4,682 Share Price $83.94 * Est. Cost/Share $51.03 Unrealized @ Report Date +60.9%
FLR Fluor Corporation 0.1%
Value $391K Shares 8,204 Share Price $47.71 Est. Cost/Share $47.16 Unrealized @ Report Date +1.2%
AAL American Airlines Group Inc 0.1%
Value $391K Shares 34,819 Share Price $11.24 Est. Cost/Share $17.94 Unrealized @ Report Date -37.4%
CTRA Coterra Energy Inc. 0.1%
Value $384K Shares 16,033 Share Price $23.95 * Est. Cost/Share $13.69 Unrealized @ Report Date +67.7%
FIS Fidelity National Info Serv In 0.1%
Value $381K Shares 4,546 Share Price $83.75 * Est. Cost/Share $114.59 Unrealized @ Report Date -28.8%
DXCM Dexcom Inc. 0.1%
Value $381K Shares 5,676 Share Price $67.04 Est. Cost/Share $93.49 Unrealized @ Report Date -28.3%
ODFL Old Dominion Freight Line 0.1%
Value $379K Shares 1,910 Share Price $198.64 Est. Cost/Share $171.56 Unrealized @ Report Date +14.8%
DUK Duke Energy Corp 0.1%
Value $379K Shares 3,285 Share Price $115.30 * Est. Cost/Share $88.17 Unrealized @ Report Date +25.0%
MEDP Medpace Holdings, Inc. 0.1%
Value $375K Shares 1,123 Share Price $333.80 Est. Cost/Share $207.72 Unrealized @ Report Date +60.7%
EA Electronic Arts Inc. 0.1%
Value $374K Shares 2,610 Share Price $143.44 Est. Cost/Share $126.89 Unrealized @ Report Date +12.4%
CMCSA Comcast Corp.-Cl A 0.1%
Value $373K Shares 8,925 Share Price $41.77 * Est. Cost/Share $45.57 Unrealized @ Report Date -12.3%
IWM IShares Russell 2000 ETF 0.1%
Value $369K Shares 1,670 Share Price $220.89 Est. Cost/Share $152.58 Unrealized @ Report Date +44.8%
XYZ Square Inc.-A 0.1%
Value $364K Shares 5,429 Share Price $67.13 Est. Cost/Share $241.51 Unrealized @ Report Date -72.2%
ENS Enersys 0.1%
Value $361K Shares 3,534 Share Price $102.05 Est. Cost/Share $68.58 Unrealized @ Report Date +47.0%
INTC Intel Corp 0.1%
Value $360K Shares 15,334 Share Price $23.46 Est. Cost/Share $40.50 Unrealized @ Report Date -42.1%
CRUS Cirrus Logic Inc. 0.1%
Value $360K Shares 2,895 Share Price $124.21 Est. Cost/Share $78.11 Unrealized @ Report Date +59.0%
BL Blackline Inc. 0.1%
Value $359K Shares 6,503 Share Price $55.14 Est. Cost/Share $65.53 Unrealized @ Report Date -15.8%
SHAK Shake Shack Inc.-Class A 0.1%
Value $355K Shares 3,438 Share Price $103.21 Est. Cost/Share $76.36 Unrealized @ Report Date +35.2%
TFC Truist Financial Corp 0.1%
Value $351K Shares 8,200 Share Price $42.77 * Est. Cost/Share $40.51 Unrealized @ Report Date -0.5%
MOG/A Moog Inc-Class A 0.1%
Value $348K Shares 1,721 Share Price $202.02 Est. Cost/Share $94.30 Unrealized @ Report Date +112.5%
MDLZ Mondelez International Inc-A 0.1%
Value $347K Shares 4,712 Share Price $73.67 * Est. Cost/Share $61.12 Unrealized @ Report Date +15.9%
CTVA Corteva Inc. 0.1%
Value $345K Shares 5,869 Share Price $58.79 Est. Cost/Share $35.05 Unrealized @ Report Date +65.6%
STRL Sterling Infrastructure 0.1%
Value $341K Shares 2,352 Share Price $145.02 Est. Cost/Share $114.04 Unrealized @ Report Date +27.2%
VNO Vornado Realty Trust 0.1%
Value $340K Shares 8,625 Share Price $39.40 Est. Cost/Share $22.68 Unrealized @ Report Date —
HQY Healthequity Inc 0.1%
Value $339K Shares 4,142 Share Price $81.85 Est. Cost/Share $60.73 Unrealized @ Report Date +34.8%
TXRH Texas Roadhouse Inc 0.1%
Value $337K Shares 1,911 Share Price $176.60 Est. Cost/Share $91.31 Unrealized @ Report Date +89.8%
SSD Simpson Man. Co. 0.1%
Value $337K Shares 1,761 Share Price $191.27 Est. Cost/Share $90.56 Unrealized @ Report Date +109.1%
EW Edwards Lifesciences Corp. 0.1%
Value $336K Shares 5,099 Share Price $65.99 Est. Cost/Share $77.14 Unrealized @ Report Date -14.5%
SIGI Selective Insurance Group 0.1%
Value $327K Shares 3,502 Share Price $93.30 * Est. Cost/Share $58.92 Unrealized @ Report Date +54.0%
IRDM Iridium Communications Inc. 0.1%
Value $324K Shares 10,633 Share Price $30.45 Est. Cost/Share $40.90 Unrealized @ Report Date -25.6%
GILD Gilead Sciences Inc 0.1%
Value $321K Shares 3,831 Share Price $83.84 * Est. Cost/Share $74.68 Unrealized @ Report Date +8.3%
AEIS Advance Energy Ind. 0.1%
Value $320K Shares 3,043 Share Price $105.24 Est. Cost/Share $90.83 Unrealized @ Report Date +15.4%
WDFC WD 40 Company 0.1%
Value $320K Shares 1,240 Share Price $257.88 * Est. Cost/Share $223.79 Unrealized @ Report Date +12.3%
STAG Stag Industrial, Inc. 0.1%
Value $317K Shares 8,100 Share Price $39.09 Est. Cost/Share $32.36 Unrealized @ Report Date —
PRG PROG Holdings, Inc. 0.1%
Value $316K Shares 6,518 Share Price $48.49 * Est. Cost/Share $33.82 Unrealized @ Report Date +40.5%
AIT Applied Industrial Tech Inc. 0.1%
Value $316K Shares 1,414 Share Price $223.13 Est. Cost/Share $147.08 Unrealized @ Report Date +50.1%
SLB Schlumberger LTD 0.1%
Value $315K Shares 7,506 Share Price $41.95 * Est. Cost/Share $34.09 Unrealized @ Report Date +18.5%
AVNT Avient Corp. 0.1%
Value $311K Shares 6,186 Share Price $50.32 * Est. Cost/Share $23.32 Unrealized @ Report Date +108.1%
LITE Lumentum Holdings Inc 0.1%
Value $311K Shares 4,909 Share Price $63.38 Est. Cost/Share $49.97 Unrealized @ Report Date +26.8%
JBLU JetBlue Airlines 0.1%
Value $304K Shares 46,401 Share Price $6.56 Est. Cost/Share $6.58 Unrealized @ Report Date -0.3%
WBD Warner Bros Discovery Inc. 0.1%
Value $304K Shares 36,795 Share Price $8.25 Est. Cost/Share $18.35 Unrealized @ Report Date -55.0%
SWKS Skyworks Solutions Inc 0.1%
Value $304K Shares 3,073 Share Price $98.77 * Est. Cost/Share $153.86 Unrealized @ Report Date -38.9%
SM SM Energy 0.1%
Value $303K Shares 7,581 Share Price $39.97 * Est. Cost/Share $26.41 Unrealized @ Report Date +44.5%
MRCY Mercury Systems Inc. 0.1%
Value $299K Shares 8,072 Share Price $37.00 Est. Cost/Share $52.87 Unrealized @ Report Date -30.0%
IOVA Iovance Biotherapeutics Inc. 0.1%
Value $293K Shares 31,172 Share Price $9.39 Est. Cost/Share $9.42 Unrealized @ Report Date -0.3%
EPAM EPAM Systems 0.1%
Value $290K Shares 1,455 Share Price $199.03 Est. Cost/Share $389.33 Unrealized @ Report Date -48.9%
COF Capital One Financial Corp 0.1%
Value $287K Shares 1,919 Share Price $149.73 Est. Cost/Share $104.53 Unrealized @ Report Date +41.0%
AX Axos Financial, Inc. 0.1%
Value $278K Shares 4,416 Share Price $62.88 Est. Cost/Share $38.29 Unrealized @ Report Date +64.2%
VIAV Viavi Solutions Inc 0.1%
Value $277K Shares 30,726 Share Price $9.02 Est. Cost/Share $10.42 Unrealized @ Report Date -13.4%
ABG Asbury Automotive Grp. 0.1%
Value $275K Shares 1,152 Share Price $238.59 Est. Cost/Share $173.17 Unrealized @ Report Date +37.8%
UFPI UFP Industries, Inc. 0.1%
Value $275K Shares 2,094 Share Price $131.21 Est. Cost/Share $85.57 Unrealized @ Report Date +53.3%
TECH Bio-Techne Corp. 0.1%
Value $272K Shares 3,405 Share Price $79.93 Est. Cost/Share $83.80 Unrealized @ Report Date -5.3%
FHI Federated Hermes Inc. 0.1%
Value $263K Shares 7,142 Share Price $36.77 * Est. Cost/Share $20.34 Unrealized @ Report Date +73.1%
AVAV Aeroviroment Inc. 0.1%
Value $261K Shares 1,304 Share Price $200.50 Est. Cost/Share $105.43 Unrealized @ Report Date +90.2%
CROX Crocs, Inc. 0.1%
Value $253K Shares 1,746 Share Price $144.81 Est. Cost/Share $92.32 Unrealized @ Report Date +56.9%
AMBA Ambarella Inc 0.1%
Value $250K Shares 4,436 Share Price $56.41 Est. Cost/Share $49.68 Unrealized @ Report Date +13.5%
TTEK Tetra Tech Inc 0.1%
Value $248K Shares 5,255 Share Price $47.16 Est. Cost/Share $41.99 Unrealized @ Report Date +12.3%
EOG EOG Resources Inc 0.1%
Value $247K Shares 2,013 Share Price $122.93 * Est. Cost/Share $115.33 Unrealized @ Report Date +2.3%
IWV IShares Russell 3000 ETF 0.1%
Value $247K Shares 755 Share Price $326.73 Est. Cost/Share $249.29 Unrealized @ Report Date +31.1%
MHO M/I Homes Inc 0.1%
Value $246K Shares 1,433 Share Price $171.36 Est. Cost/Share $151.70 Unrealized @ Report Date +13.0%
HOMB Home Bancshares Inc 0.1%
Value $244K Shares 8,998 Share Price $27.09 Est. Cost/Share $23.60 Unrealized @ Report Date +14.8%
HAL Halliburton Co 0.1%
Value $243K Shares 8,375 Share Price $29.05 * Est. Cost/Share $34.57 Unrealized @ Report Date -18.8%
DOC Healthpeak Properties Inc. 0.1%
Value $242K Shares 10,561 Share Price $22.87 * Est. Cost/Share $16.13 Unrealized @ Report Date +30.8%
DHC Diversified Heathcare Trust. 0.1%
Value $241K Shares 57,454 Share Price $4.19 Est. Cost/Share $1.23 Unrealized @ Report Date —
IQV Iqvia Holdings Inc. 0.1%
Value $232K Shares 979 Share Price $236.97 Est. Cost/Share $203.26 Unrealized @ Report Date +16.6%
ACAD Acadia Pharma 0.1%
Value $232K Shares 15,082 Share Price $15.38 Est. Cost/Share $23.38 Unrealized @ Report Date -34.2%
— Beacon Roofing Supply Inc 0.1%
Value $230K Shares 2,665 Share Price $86.43 Est. Cost/Share $82.98 Unrealized @ Report Date —
EEFT Euronet Worldwide Inc. 0.1%
Value $225K Shares 2,264 Share Price $99.23 Est. Cost/Share $92.90 Unrealized @ Report Date +6.8%
FORM Formfactor Inc. 0.1%
Value $223K Shares 4,847 Share Price $46.00 Est. Cost/Share $29.88 Unrealized @ Report Date +54.0%
COHR Coherent Inc. 0.1%
Value $223K Shares 2,504 Share Price $88.91 Est. Cost/Share $74.72 Unrealized @ Report Date +19.0%
MTDR Matador Resources Co. 0.1%
Value $219K Shares 4,432 Share Price $49.42 Est. Cost/Share $61.14 Unrealized @ Report Date -19.2%
RHP Ryman Hospitality Prop. 0.1%
Value $219K Shares 2,042 Share Price $107.24 Est. Cost/Share $89.73 Unrealized @ Report Date —
— Redfin Corp. 0.1%
Value $215K Shares 17,147 Share Price $12.53 Est. Cost/Share $5.96 Unrealized @ Report Date —
CMC Commercial Metals Co 0.1%
Value $214K Shares 3,896 Share Price $54.96 Est. Cost/Share $52.60 Unrealized @ Report Date +2.5%
SAIA Saia Inc. 0.1%
Value $214K Shares 489 Share Price $437.26 Est. Cost/Share $289.37 Unrealized @ Report Date +51.1%
TCBI Texas Capital Bancshares Inc 0.1%
Value $212K Shares 2,968 Share Price $71.46 Est. Cost/Share $65.44 Unrealized @ Report Date +9.2%
NE Noble Corp 0.1%
Value $211K Shares 5,834 Share Price $36.14 * Est. Cost/Share $33.61 Unrealized @ Report Date -1.6%
KFY Korn Ferry 0.1%
Value $209K Shares 2,772 Share Price $75.24 * Est. Cost/Share $67.62 Unrealized @ Report Date +7.7%
LUV Southwest Airlines Co 0.1%
Value $209K Shares 7,038 Share Price $29.63 * Est. Cost/Share $24.74 Unrealized @ Report Date +16.6%
ACIW ACI Worldwide Inc 0.1%
Value $206K Shares 4,044 Share Price $50.90 Est. Cost/Share $45.71 Unrealized @ Report Date +11.4%
ASGN ASGN Incorporated 0.1%
Value $205K Shares 2,204 Share Price $93.23 Est. Cost/Share $92.78 Unrealized @ Report Date +0.5%
AMTM Amentum Holdings Inc. 0.1%
Value $205K Shares 6,362 Share Price $32.25 Est. Cost/Share $28.49 Unrealized @ Report Date +13.2%
YETI Yeti Holdings, Inc. 0.1%
Value $203K Shares 4,958 Share Price $41.03 Est. Cost/Share $39.22 Unrealized @ Report Date +4.6%
WERN Werner Enterprises Inc. 0.1%
Value $203K Shares 5,250 Share Price $38.59 Est. Cost/Share $37.01 Unrealized @ Report Date +4.3%
VLY Valley National Bancorp 0.1%
Value $199K Shares 21,987 Share Price $9.06 Est. Cost/Share $10.28 Unrealized @ Report Date -11.9%
RLJ RLJ Lodging Trust 0.1%
Value $198K Shares 21,611 Share Price $9.18 Est. Cost/Share $10.87 Unrealized @ Report Date —
FCF First Commonwealth 0.1%
Value $197K Shares 11,512 Share Price $17.15 * Est. Cost/Share $9.30 Unrealized @ Report Date +75.8%
LILAK Liberty Latin America Ltd. 0.1%
Value $183K Shares 19,296 Share Price $9.49 Est. Cost/Share $8.20 Unrealized @ Report Date +15.8%
SIGA SIGA Technologies 0.1%
Value $174K Shares 25,825 Share Price $6.75 * Est. Cost/Share $7.37 Unrealized @ Report Date -17.1%
PEB Pebblebrook Hotel Trust 0.1%
Value $172K Shares 13,017 Share Price $13.23 Est. Cost/Share $13.94 Unrealized @ Report Date —
FOLD Amicus Therapeutics Inc. 0.1%
Value $170K Shares 15,963 Share Price $10.68 Est. Cost/Share $12.61 Unrealized @ Report Date -15.3%
ATEN A10 Networks, Inc. 0.0%
Value $165K Shares 11,409 Share Price $14.44 Est. Cost/Share $14.54 Unrealized @ Report Date -2.6%
— Sunnova Energy International 0.0%
Value $155K Shares 15,874 Share Price $9.74 Est. Cost/Share $26.80 Unrealized @ Report Date —
FSLY Fastly Inc. A 0.0%
Value $148K Shares 19,539 Share Price $7.57 Est. Cost/Share $9.79 Unrealized @ Report Date -22.7%
HOPE Hope Bancorp Inc. 0.0%
Value $146K Shares 11,598 Share Price $12.56 Est. Cost/Share $14.78 Unrealized @ Report Date -15.0%
YEXT Yext Inc 0.0%
Value $141K Shares 20,434 Share Price $6.92 Est. Cost/Share $12.44 Unrealized @ Report Date -44.4%
— Verve Therapeutics 0.0%
Value $133K Shares 27,508 Share Price $4.84 Est. Cost/Share $4.88 Unrealized @ Report Date —
DOMO Domo Inc. 0.0%
Value $130K Shares 17,311 Share Price $7.51 Est. Cost/Share $15.46 Unrealized @ Report Date -51.4%
HAIN Hain Celestial Group Inc. 0.0%
Value $127K Shares 14,685 Share Price $8.63 Est. Cost/Share $18.21 Unrealized @ Report Date -52.6%
CLNE Clean Energy Fuels Corp. 0.0%
Value $103K Shares 33,276 Share Price $3.11 Est. Cost/Share $6.51 Unrealized @ Report Date -52.2%
— Arcadium Lithium PLC. 0.0%
Value $94,455 Shares 33,142 Share Price $2.85 Est. Cost/Share $4.31 Unrealized @ Report Date —
LFST LifeStance Health Grp. 0.0%
Value $88,354 Shares 12,622 Share Price $7.00 Est. Cost/Share $5.55 Unrealized @ Report Date +26.2%
AVD American Vanguard Corp 0.0%
Value $78,212 Shares 14,757 Share Price $5.30 Est. Cost/Share $15.05 Unrealized @ Report Date -64.8%
— Spirit Airlines Inc 0.0%
Value $50,292 Shares 20,955 Share Price $2.40 Est. Cost/Share $16.74 Unrealized @ Report Date —
PTON Peloton Interactive 0.0%
Value $48,691 Shares 10,404 Share Price $4.68 Est. Cost/Share $58.91 Unrealized @ Report Date -92.1%
OPK Opko Health Inc. 0.0%
Value $40,723 Shares 27,331 Share Price $1.49 Est. Cost/Share $4.66 Unrealized @ Report Date -68.0%
ATOM Atomera Inc. 0.0%
Value $30,374 Shares 11,549 Share Price $2.63 Est. Cost/Share $20.07 Unrealized @ Report Date -86.9%
PACB Pacific Biosciences of Califor 0.0%
Value $22,153 Shares 13,031 Share Price $1.70 Est. Cost/Share $11.46 Unrealized @ Report Date -85.2%
— Sunpower Corp. 0.0%
Value $19 Shares 64,376 Share Price $0.00 Est. Cost/Share $5.73 Unrealized @ Report Date —