NORTHEAST INVESTMENT MANAGEMENT Diversified Active

CIK: 0001082215 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 11, 2021

Total Value ($000): $1,692,346 (100.0% shares, 0.0% debt)

Holdings (189)

AAPL APPLE INC 6.4%
Value ($000) $108,344 Shares 886,975 Est. Cost $85.67 Unrealized +46.0%
AMZN AMAZON.COM INC 5.5%
Value ($000) $93,178 Shares 30,115 Est. Cost $42.33 Unrealized +274.4%
GOOGL ALPHABET INC CL A 3.8%
Value ($000) $65,070 Shares 31,549 Est. Cost $38.86 Unrealized +152.0%
V VISA INC CL A 3.8%
Value ($000) $64,530 Shares 304,774 Est. Cost $55.99 Unrealized +262.9%
MSFT MICROSOFT CORP 3.6%
Value ($000) $60,480 Shares 256,519 Est. Cost $62.55 Unrealized +256.3%
META FACEBOOK INC CL A 3.2%
Value ($000) $53,348 Shares 181,128 Est. Cost $70.91 Unrealized +277.1%
DIS DISNEY WALT CO 3.1%
Value ($000) $52,305 Shares 283,463 Est. Cost $57.71 Unrealized +212.2%
TMO THERMO FISHER SCIENTIFIC INC 3.0%
Value ($000) $50,098 Shares 109,774 Est. Cost $146.42 Unrealized +221.8%
UNP UNION PACIFIC CORP 2.9%
Value ($000) $49,554 Shares 224,827 Est. Cost $66.58 Unrealized +182.5%
DHR DANAHER CORP 2.9%
Value ($000) $48,856 Shares 217,062 Est. Cost $41.83 Unrealized +375.0%
AMT AMERICAN TOWER CORP 2.8%
Value ($000) $46,893 Shares 196,155 Est. Cost $79.18 Unrealized +142.9%
HON HONEYWELL INTL INC 2.4%
Value ($000) $40,470 Shares 186,439 Est. Cost $59.16 Unrealized +198.6%
PYPL PAYPAL HOLDINGS INC 2.4%
Value ($000) $40,370 Shares 166,242 Est. Cost $107.55 Unrealized +134.2%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.3%
Value ($000) $39,032 Shares 152,787 Est. Cost $155.03 Unrealized +56.6%
COST COSTCO WHOLESALE CORP 2.3%
Value ($000) $38,316 Shares 108,704 Est. Cost $124.13 Unrealized +165.7%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $37,096 Shares 225,711 Est. Cost $64.91 Unrealized +116.9%
LOW LOWES COS INC 2.1%
Value ($000) $35,896 Shares 188,750 Est. Cost $39.85 Unrealized +293.9%
ACN ACCENTURE PLC IRELAND CLASS A 2.1%
Value ($000) $35,885 Shares 129,900 Est. Cost $125.53 Unrealized +92.2%
NEE NEXTERA ENERGY INC 2.0%
Value ($000) $33,223 Shares 439,400 Est. Cost $58.68 Unrealized +17.3%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $31,671 Shares 208,048 Est. Cost $65.98 Unrealized +92.9%
NKE NIKE INC CL B 1.7%
Value ($000) $29,016 Shares 218,345 Est. Cost $42.57 Unrealized +204.3%
NVDA NVIDIA CORP 1.6%
Value ($000) $26,657 Shares 49,927 Est. Cost $4.74 Unrealized +183.0%
VOO VANGUARD S&P 500 ETF 1.4%
Value ($000) $24,468 Shares 67,164 Est. Cost $232.18 Unrealized
MCD MCDONALDS CORP 1.4%
Value ($000) $24,362 Shares 108,689 Est. Cost $78.14 Unrealized +144.8%
FRCB FIRST REPUBLIC BANK 1.4%
Value ($000) $23,776 Shares 142,586 Est. Cost $68.31 Unrealized +134.1%
TROW T ROWE PRICE GROUP INC 1.3%
Value ($000) $22,815 Shares 132,953 Est. Cost $75.65 Unrealized +74.4%
ECL ECOLAB INC 1.2%
Value ($000) $20,867 Shares 97,476 Est. Cost $156.40 Unrealized +28.9%
ISRG INTUITIVE SURGICAL INC 1.2%
Value ($000) $20,180 Shares 27,310 Est. Cost $143.04 Unrealized +75.9%
ABBNY ABB LTD SP ADR 1.1%
Value ($000) $19,249 Shares 631,728 Est. Cost $22.63 Unrealized
CLX CLOROX CO 1.1%
Value ($000) $18,122 Shares 93,955 Est. Cost $75.06 Unrealized +119.9%
CVS CVS HEALTH CORP 1.1%
Value ($000) $17,885 Shares 237,735 Est. Cost $43.62 Unrealized +42.8%
ABT ABBOTT LABORATORIES 1.0%
Value ($000) $17,756 Shares 148,165 Est. Cost $46.94 Unrealized +131.4%
BLACKROCK INC 1.0%
Value ($000) $17,294 Shares 22,938 Est. Cost $371.48 Unrealized
GOOG ALPHABET INC CL C 1.0%
Value ($000) $17,129 Shares 8,280 Est. Cost $37.10 Unrealized +165.4%
AKAM AKAMAI TECHNOLOGIES INC 0.9%
Value ($000) $15,739 Shares 154,455 Est. Cost $57.26 Unrealized +80.3%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $15,157 Shares 111,916 Est. Cost $60.99 Unrealized +89.7%
PEP PEPSICO INC 0.9%
Value ($000) $15,127 Shares 106,940 Est. Cost $60.37 Unrealized +95.3%
GS GOLDMAN SACHS GROUP INC 0.7%
Value ($000) $12,462 Shares 38,111 Est. Cost $137.49 Unrealized +101.4%
WMT WALMART INC 0.7%
Value ($000) $12,437 Shares 91,563 Est. Cost $32.62 Unrealized +32.8%
BX BLACKSTONE GROUP INC CL A 0.6%
Value ($000) $9,598 Shares 128,781 Est. Cost $41.75 Unrealized +40.4%
UPS UNITED PARCEL SERVICE INC CL B 0.5%
Value ($000) $9,208 Shares 54,167 Est. Cost $59.81 Unrealized +120.7%
EXAS EXACT SCIENCES CORP 0.5%
Value ($000) $9,206 Shares 69,858 Est. Cost $81.35 Unrealized +68.3%
VIG VANGUARD DIV APPREC ETF 0.5%
Value ($000) $9,048 Shares 61,516 Est. Cost $108.31 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $8,611 Shares 154,244 Est. Cost $53.63 Unrealized -19.2%
CVX CHEVRON CORP 0.5%
Value ($000) $8,441 Shares 80,549 Est. Cost $71.68 Unrealized +11.0%
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $8,000 Shares 91,585 Est. Cost $46.52 Unrealized +69.3%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $7,698 Shares 198,966 Est. Cost $18.73 Unrealized +63.6%
MMM 3M CO 0.4%
Value ($000) $7,543 Shares 39,150 Est. Cost $68.93 Unrealized +81.5%
TDOC TELADOC INC 0.4%
Value ($000) $7,431 Shares 40,888 Est. Cost $76.62 Unrealized +202.7%
MRK MERCK & CO INC 0.4%
Value ($000) $7,254 Shares 94,098 Est. Cost $52.81 Unrealized +19.4%
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $7,167 Shares 33,477 Est. Cost $111.91 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $7,049 Shares 19,798 Est. Cost $132.01 Unrealized +157.2%
PFE PFIZER INC 0.4%
Value ($000) $6,190 Shares 170,845 Est. Cost $19.03 Unrealized +47.3%
VO VANGUARD MID CAP ETF 0.4%
Value ($000) $5,955 Shares 26,904 Est. Cost $115.62 Unrealized
BOSTON PRIVATE FINANCIAL HOLDI 0.3%
Value ($000) $5,330 Shares 400,149 Est. Cost $11.70 Unrealized
AMCOR PLC 0.3%
Value ($000) $5,212 Shares 446,250 Est. Cost $8.54 Unrealized +9.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $5,188 Shares 14,041 Est. Cost $278.31 Unrealized +7.8%
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $4,887 Shares 61,997 Est. Cost $47.10 Unrealized +48.6%
HD HOME DEPOT INC 0.3%
Value ($000) $4,859 Shares 15,920 Est. Cost $75.50 Unrealized +223.7%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $4,666 Shares 16,585 Est. Cost $128.80 Unrealized +86.5%
CAT CATERPILLAR INC 0.3%
Value ($000) $4,251 Shares 18,333 Est. Cost $79.97 Unrealized +136.4%
ASML ASML HOLDING NV 0.2%
Value ($000) $4,163 Shares 6,743 Est. Cost $434.90 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $4,057 Shares 69,313 Est. Cost $27.37 Unrealized +81.9%
DE DEERE & CO 0.2%
Value ($000) $3,980 Shares 10,637 Est. Cost $121.29 Unrealized +153.5%
BABA ALIBABA GROUP HOLDING LTD SP A 0.2%
Value ($000) $3,942 Shares 17,387 Est. Cost $202.33 Unrealized
VWO VANGUARD FTSE EMERG MKT ETF 0.2%
Value ($000) $3,836 Shares 73,693 Est. Cost $40.12 Unrealized
NVS NOVARTIS AG SP ADR 0.2%
Value ($000) $3,621 Shares 42,362 Est. Cost $72.00 Unrealized
VSGX VANGUARD ESG INTL STOCK ETF 0.2%
Value ($000) $3,607 Shares 58,781 Est. Cost $60.18 Unrealized
BF/B BROWN FORMAN CORP CL B 0.2%
Value ($000) $3,532 Shares 51,204 Est. Cost $31.73 Unrealized +109.8%
EEM ISHARES MSCI EMERG MKT ETF 0.2%
Value ($000) $3,246 Shares 60,864 Est. Cost $38.52 Unrealized
PTON PELOTON INTERACTIVE INC CL A 0.2%
Value ($000) $3,240 Shares 28,817 Est. Cost $89.29 Unrealized +48.6%
TSLA TESLA INC 0.2%
Value ($000) $3,206 Shares 4,800 Est. Cost $123.91 Unrealized +102.6%
USB US BANCORP DEL 0.2%
Value ($000) $3,050 Shares 55,147 Est. Cost $22.45 Unrealized +79.6%
MS MORGAN STANLEY 0.2%
Value ($000) $2,945 Shares 37,921 Est. Cost $64.03 Unrealized +2.4%
ETSY ETSY INC 0.2%
Value ($000) $2,769 Shares 13,728 Est. Cost $131.76 Unrealized +58.9%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $2,744 Shares 47,186 Est. Cost $34.72 Unrealized +21.7%
INTC INTEL CORP 0.2%
Value ($000) $2,724 Shares 42,569 Est. Cost $25.10 Unrealized +115.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2,695 Shares 34,872 Est. Cost $54.61 Unrealized +19.5%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $2,561 Shares 49,522 Est. Cost $28.51 Unrealized +42.5%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $2,559 Shares 3,467 Est. Cost $108.51 Unrealized +110.2%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $2,424 Shares 6,092 Est. Cost $264.64 Unrealized
KO COCA-COLA CO 0.1%
Value ($000) $2,349 Shares 44,556 Est. Cost $29.41 Unrealized +47.5%
CHGG CHEGG INC 0.1%
Value ($000) $2,310 Shares 26,968 Est. Cost $76.12 Unrealized +25.2%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.1%
Value ($000) $2,308 Shares 7,182 Est. Cost $151.82 Unrealized +142.4%
EL ESTEE LAUDER COS INC CL A 0.1%
Value ($000) $2,227 Shares 7,656 Est. Cost $159.95 Unrealized +59.4%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $2,105 Shares 23,333 Est. Cost $40.82 Unrealized +90.6%
VEU VANGUARD ALL WORLD EX-US ETF 0.1%
Value ($000) $2,069 Shares 34,091 Est. Cost $45.52 Unrealized
CAMBRIDGE BANCORP 0.1%
Value ($000) $2,024 Shares 24,006 Est. Cost $79.87 Unrealized
DOCU DOCUSIGN INC 0.1%
Value ($000) $1,996 Shares 9,857 Est. Cost $132.23 Unrealized +75.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $1,994 Shares 10,675 Est. Cost $44.89 Unrealized +314.5%
TGT TARGET CORP 0.1%
Value ($000) $1,970 Shares 9,948 Est. Cost $96.77 Unrealized +68.6%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,912 Shares 10,143 Est. Cost $80.69 Unrealized +94.2%
AMGN AMGEN INC 0.1%
Value ($000) $1,732 Shares 6,961 Est. Cost $137.23 Unrealized +49.2%
UNILEVER PLC SP ADR 0.1%
Value ($000) $1,713 Shares 30,690 Est. Cost $60.35 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,517 Shares 20,001 Est. Cost $57.95 Unrealized
ABBV ABBVIE INC 0.1%
Value ($000) $1,491 Shares 13,780 Est. Cost $44.99 Unrealized +97.6%
MRNA MODERNA INC 0.1%
Value ($000) $1,408 Shares 10,752 Est. Cost $54.76 Unrealized +164.6%
VCSH VANGUARD SHORT TERM CORP BOND 0.1%
Value ($000) $1,388 Shares 16,830 Est. Cost $82.05 Unrealized
CMCSA COMCAST CORP CL A 0.1%
Value ($000) $1,380 Shares 25,497 Est. Cost $35.38 Unrealized +30.4%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,332 Shares 12,194 Est. Cost $56.82 Unrealized +65.5%
XYZ SQUARE INC CL A 0.1%
Value ($000) $1,314 Shares 5,786 Est. Cost $94.36 Unrealized +147.9%
T AT&T INC 0.1%
Value ($000) $1,298 Shares 42,874 Est. Cost $14.47 Unrealized +11.6%
ESGV VANGUARD ESG US STOCK ETF 0.1%
Value ($000) $1,286 Shares 17,434 Est. Cost $70.75 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $1,222 Shares 15,519 Est. Cost $27.33 Unrealized +149.1%
VTIP VANGUARD SHORT TERM INFL PROT 0.1%
Value ($000) $1,174 Shares 22,775 Est. Cost $49.80 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $1,040 Shares 2,079 Est. Cost $105.57 Unrealized 0.0%
MGK VANGUARD MEGA GROWTH IND 0.1%
Value ($000) $1,014 Shares 4,897 Est. Cost $172.65 Unrealized
W WAYFAIR INC CL A 0.1%
Value ($000) $996 Shares 3,166 Est. Cost $59.38 Unrealized +396.9%
FAST FASTENAL CO 0.1%
Value ($000) $905 Shares 18,000 Est. Cost $13.93 Unrealized +52.8%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $892 Shares 9,711 Est. Cost $75.97 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $872 Shares 2,200 Est. Cost $252.87 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $862 Shares 13,658 Est. Cost $42.49 Unrealized +20.1%
WY WEYERHAEUSER CO 0.1%
Value ($000) $854 Shares 24,000 Est. Cost $20.30 Unrealized +37.3%
NUE NUCOR CORP 0.0%
Value ($000) $827 Shares 10,300 Est. Cost $45.31 Unrealized +23.8%
GENERAL ELECTRIC CO 0.0%
Value ($000) $821 Shares 62,529 Est. Cost $9.20 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $820 Shares 1,572 Est. Cost $38.77 Unrealized +36.8%
BA BOEING CO 0.0%
Value ($000) $769 Shares 3,019 Est. Cost $189.83 Unrealized +17.1%
GIS GENERAL MILLS INC 0.0%
Value ($000) $768 Shares 12,527 Est. Cost $32.50 Unrealized +50.6%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $760 Shares 5,445 Est. Cost $111.92 Unrealized +1.1%
ORCL ORACLE CORP 0.0%
Value ($000) $695 Shares 9,905 Est. Cost $28.16 Unrealized +115.3%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $682 Shares 2,538 Est. Cost $173.20 Unrealized +32.1%
GLW CORNING INC 0.0%
Value ($000) $679 Shares 15,599 Est. Cost $15.85 Unrealized +111.9%
VEA VANGUARD FTSE DEV MKT ETF 0.0%
Value ($000) $674 Shares 13,718 Est. Cost $37.94 Unrealized
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $662 Shares 1,353 Est. Cost $54.76 Unrealized +814.9%
JBLU JETBLUE AIRWAYS CORP 0.0%
Value ($000) $659 Shares 32,415 Est. Cost $17.33 Unrealized 0.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $649 Shares 4,896 Est. Cost $60.23 Unrealized +115.4%
BIL SPDR BLMBG BARCLAYS 1-3 MNTH T 0.0%
Value ($000) $618 Shares 6,750 Est. Cost $91.62 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $616 Shares 4,430 Est. Cost $73.60 Unrealized +50.6%
IBM INTL BUSINESS MACHINES 0.0%
Value ($000) $615 Shares 4,618 Est. Cost $102.28 Unrealized -4.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $611 Shares 22,480 Est. Cost $37.57 Unrealized -36.9%
FDX FEDEX CORP 0.0%
Value ($000) $600 Shares 2,112 Est. Cost $113.18 Unrealized +106.9%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $571 Shares 1,788 Est. Cost $187.70 Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $559 Shares 484 Est. Cost $253.56 Unrealized +357.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $516 Shares 1,387 Est. Cost $281.21 Unrealized +13.7%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $503 Shares 3,344 Est. Cost $87.82 Unrealized +51.6%
VARIAN MED SYSTEMS INC 0.0%
Value ($000) $451 Shares 2,553 Est. Cost $101.68 Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $444 Shares 1,046 Est. Cost $200.04 Unrealized +116.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $440 Shares 10,418 Est. Cost $17.13 Unrealized +112.7%
VYM VANGUARD HIGH DIV YIELD 0.0%
Value ($000) $416 Shares 4,110 Est. Cost $85.98 Unrealized
VFC VF CORP 0.0%
Value ($000) $392 Shares 4,900 Est. Cost $49.77 Unrealized +63.1%
TJX TJX COS INC 0.0%
Value ($000) $383 Shares 5,785 Est. Cost $40.35 Unrealized +54.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $372 Shares 3,152 Est. Cost $70.24 Unrealized +44.8%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $366 Shares 3,159 Est. Cost $50.99 Unrealized +98.2%
HSY HERSHEY CO 0.0%
Value ($000) $362 Shares 2,291 Est. Cost $108.95 Unrealized +23.1%
VCIT VANGUARD INTERM TERM CORP 0.0%
Value ($000) $360 Shares 3,872 Est. Cost $95.80 Unrealized
DRAFTKINGS INC CL A 0.0%
Value ($000) $356 Shares 5,800 Est. Cost $49.40 Unrealized
WFC WELLS FARGO CO 0.0%
Value ($000) $355 Shares 9,085 Est. Cost $26.06 Unrealized +21.3%
MAR MARRIOTT INTL INC CL A 0.0%
Value ($000) $353 Shares 2,386 Est. Cost $90.98 Unrealized +44.7%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $343 Shares 1,551 Est. Cost $143.35 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $342 Shares 2,437 Est. Cost $131.80 Unrealized
UCB UNITED COMMUNITY BANKS BLAIRSV 0.0%
Value ($000) $341 Shares 10,005 Est. Cost $23.61 Unrealized +39.1%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $326 Shares 2,169 Est. Cost $86.36 Unrealized +50.6%
IWR ISHARES RUS MID CAP ETF 0.0%
Value ($000) $324 Shares 4,383 Est. Cost $74.78 Unrealized
DOW DOW INC 0.0%
Value ($000) $322 Shares 5,038 Est. Cost $40.24 Unrealized +13.8%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $321 Shares 1,451 Est. Cost $148.73 Unrealized +24.4%
CPRT COPART INC 0.0%
Value ($000) $316 Shares 2,906 Est. Cost $17.16 Unrealized +64.3%
CI CIGNA CORP 0.0%
Value ($000) $309 Shares 1,278 Est. Cost $189.22 Unrealized +7.9%
AON AON PLC CL A 0.0%
Value ($000) $307 Shares 1,332 Est. Cost $191.78 Unrealized +10.8%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $305 Shares 4,450 Est. Cost $47.48 Unrealized +27.9%
GM GENERAL MOTORS CO 0.0%
Value ($000) $302 Shares 5,250 Est. Cost $51.24 Unrealized 0.0%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $300 Shares 1,414 Est. Cost $176.87 Unrealized +24.4%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $298 Shares 5,220 Est. Cost $31.91 Unrealized +50.3%
DCI DONALDSON INC 0.0%
Value ($000) $289 Shares 4,973 Est. Cost $40.36 Unrealized +37.1%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $285 Shares 1,540 Est. Cost $156.49 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $284 Shares 6,000 Est. Cost $35.94 Unrealized +6.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $281 Shares 3,585 Est. Cost $74.25 Unrealized +16.0%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $277 Shares 3,120 Est. Cost $51.78 Unrealized +29.0%
DEO DIAGEO PLC SP ADR 0.0%
Value ($000) $275 Shares 1,677 Est. Cost $139.96 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $274 Shares 1,455 Est. Cost $131.57 Unrealized +27.8%
BP BP PLC SP ADR 0.0%
Value ($000) $268 Shares 10,997 Est. Cost $37.65 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $254 Shares 1,610 Est. Cost $130.07 Unrealized +15.5%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $254 Shares 2,029 Est. Cost $126.31 Unrealized -8.9%
WAB WABTEC CORP 0.0%
Value ($000) $251 Shares 3,174 Est. Cost $66.42 Unrealized +13.7%
KKR KKR & CO INC CL A 0.0%
Value ($000) $248 Shares 5,076 Est. Cost $36.10 Unrealized +18.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $239 Shares 4,346 Est. Cost $54.99 Unrealized
ABNB AIRBNB INC CL A 0.0%
Value ($000) $231 Shares 1,228 Est. Cost $185.28 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $230 Shares 2,712 Est. Cost $58.39 Unrealized +15.6%
KELLOGG CO 0.0%
Value ($000) $228 Shares 3,605 Est. Cost $42.18 Unrealized +11.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $224 Shares 1,444 Est. Cost $90.56 Unrealized +55.8%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $219 Shares 2,294 Est. Cost $82.63 Unrealized +0.6%
MTCH MATCH GROUP INC 0.0%
Value ($000) $217 Shares 1,581 Est. Cost $146.86 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $216 Shares 703 Est. Cost $255.73 Unrealized +28.4%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $213 Shares 1,758 Est. Cost $114.12 Unrealized 0.0%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $209 Shares 3,282 Est. Cost $52.51 Unrealized +17.8%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $208 Shares 1,099 Est. Cost $151.36 Unrealized 0.0%
AZEK CO INC CL A 0.0%
Value ($000) $206 Shares 4,910 Est. Cost $41.96 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $204 Shares 3,845 Est. Cost $41.39 Unrealized 0.0%
EXNRF EXCELLON RESOURCES INC 0.0%
Value ($000) $168 Shares 60,609 Est. Cost $3.50 Unrealized -11.8%
DRIVE SHACK INC 0.0%
Value ($000) $154 Shares 47,870 Est. Cost $3.38 Unrealized