NORTHEAST INVESTMENT MANAGEMENT Diversified Active

Location: Boston, MA

CIK: 0001082215 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 5, 2021

Total Value: $1.857B (100.0% shares, 0.0% debt)

Holdings (192)

AAPL APPLE INC 6.4%
Value $119M Shares 866,978 Est. Cost $85.67 Unrealized +47.6%
AMZN AMAZON.COM INC 5.4%
Value $101M Shares 29,321 Est. Cost $42.33 Unrealized +292.6%
GOOGL ALPHABET INC CL A 4.1%
Value $76.18M Shares 31,197 Est. Cost $38.86 Unrealized +198.3%
V VISA INC CL A 3.8%
Value $70.39M Shares 301,062 Est. Cost $55.99 Unrealized +294.7%
MSFT MICROSOFT CORP 3.8%
Value $70.05M Shares 258,587 Est. Cost $62.55 Unrealized +291.2%
META FACEBOOK INC CL A 3.4%
Value $62.61M Shares 180,055 Est. Cost $70.91 Unrealized +349.3%
DHR DANAHER CORP 3.0%
Value $56.29M Shares 209,770 Est. Cost $41.83 Unrealized +419.0%
TMO THERMO FISHER SCIENTIFIC INC 2.9%
Value $53.66M Shares 106,359 Est. Cost $146.42 Unrealized +218.3%
AMT AMERICAN TOWER CORP 2.9%
Value $53.24M Shares 197,084 Est. Cost $79.18 Unrealized +179.5%
DIS DISNEY WALT CO 2.7%
Value $49.87M Shares 283,723 Est. Cost $57.71 Unrealized +204.5%
UNP UNION PACIFIC CORP 2.7%
Value $49.52M Shares 225,157 Est. Cost $66.58 Unrealized +200.9%
PYPL PAYPAL HOLDINGS INC 2.6%
Value $48.7M Shares 167,063 Est. Cost $107.55 Unrealized +145.0%
COST COSTCO WHOLESALE CORP 2.3%
Value $42.06M Shares 106,310 Est. Cost $124.13 Unrealized +189.3%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.3%
Value $42.06M Shares 151,346 Est. Cost $155.03 Unrealized +80.2%
HON HONEYWELL INTL INC 2.2%
Value $41.06M Shares 187,209 Est. Cost $59.16 Unrealized +224.8%
NVDA NVIDIA CORP 2.2%
Value $40.25M Shares 50,303 Est. Cost $4.74 Unrealized +237.5%
ACN ACCENTURE PLC IRELAND CLASS A 2.1%
Value $38.46M Shares 130,458 Est. Cost $125.53 Unrealized +113.6%
JNJ JOHNSON & JOHNSON 2.0%
Value $36.99M Shares 224,525 Est. Cost $64.91 Unrealized +123.3%
LOW LOWES COS INC 2.0%
Value $36.68M Shares 189,118 Est. Cost $39.85 Unrealized +350.4%
NKE NIKE INC CL B 1.8%
Value $33.6M Shares 217,474 Est. Cost $42.57 Unrealized +195.2%
JPM JPMORGAN CHASE & CO 1.8%
Value $32.94M Shares 211,743 Est. Cost $67.26 Unrealized +107.7%
NEE NEXTERA ENERGY INC 1.8%
Value $32.58M Shares 444,652 Est. Cost $58.77 Unrealized +13.2%
TROW T ROWE PRICE GROUP INC 1.5%
Value $27.64M Shares 139,593 Est. Cost $79.25 Unrealized +91.1%
FRCB FIRST REPUBLIC BANK 1.5%
Value $26.96M Shares 144,032 Est. Cost $69.45 Unrealized +161.5%
ISRG INTUITIVE SURGICAL INC 1.3%
Value $25.05M Shares 27,236 Est. Cost $143.04 Unrealized +96.1%
MCD MCDONALDS CORP 1.3%
Value $24.84M Shares 107,522 Est. Cost $78.14 Unrealized +167.9%
VOO VANGUARD S&P 500 ETF 1.3%
Value $23.56M Shares 59,861 Est. Cost $232.18 Unrealized
ABBNY ABB LTD SP ADR 1.2%
Value $23.12M Shares 680,252 Est. Cost $23.44 Unrealized
CVS CVS HEALTH CORP 1.1%
Value $20.12M Shares 241,172 Est. Cost $44.00 Unrealized +60.2%
BLACKROCK INC 1.1%
Value $19.66M Shares 22,465 Est. Cost $371.48 Unrealized
GOOG ALPHABET INC CL C 1.1%
Value $19.6M Shares 7,818 Est. Cost $37.10 Unrealized +218.8%
ECL ECOLAB INC 1.0%
Value $19.38M Shares 94,097 Est. Cost $156.40 Unrealized +31.9%
AKAM AKAMAI TECHNOLOGIES INC 1.0%
Value $17.81M Shares 152,713 Est. Cost $57.26 Unrealized +94.8%
CLX CLOROX CO 0.9%
Value $16.38M Shares 91,048 Est. Cost $75.06 Unrealized +109.7%
ABT ABBOTT LABORATORIES 0.8%
Value $15.77M Shares 136,008 Est. Cost $46.94 Unrealized +128.5%
PEP PEPSICO INC 0.8%
Value $15.16M Shares 102,336 Est. Cost $60.37 Unrealized +109.0%
BX BLACKSTONE GROUP INC CL A 0.8%
Value $15.02M Shares 154,650 Est. Cost $47.52 Unrealized +60.5%
PG PROCTER AND GAMBLE CO 0.8%
Value $14.83M Shares 109,912 Est. Cost $60.99 Unrealized +97.9%
GS GOLDMAN SACHS GROUP INC 0.8%
Value $14.39M Shares 37,907 Est. Cost $137.49 Unrealized +132.3%
WMT WALMART INC 0.7%
Value $13.6M Shares 96,461 Est. Cost $33.18 Unrealized +32.0%
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value $11.05M Shares 53,136 Est. Cost $59.81 Unrealized +174.5%
XOM EXXON MOBIL CORP 0.5%
Value $9.951M Shares 157,750 Est. Cost $53.55 Unrealized -6.6%
VIG VANGUARD DIV APPREC ETF 0.5%
Value $9.423M Shares 60,877 Est. Cost $108.31 Unrealized
EXAS EXACT SCIENCES CORP 0.5%
Value $9.421M Shares 75,789 Est. Cost $84.32 Unrealized +41.5%
CVX CHEVRON CORP 0.5%
Value $9.079M Shares 86,681 Est. Cost $72.77 Unrealized +19.7%
PFE PFIZER INC 0.5%
Value $8.975M Shares 229,187 Est. Cost $22.07 Unrealized +40.4%
BAC BANK OF AMERICA CORP 0.5%
Value $8.448M Shares 204,891 Est. Cost $19.24 Unrealized +90.0%
ASML ASML HOLDING NV 0.4%
Value $8.148M Shares 11,795 Est. Cost $544.51 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value $7.78M Shares 91,289 Est. Cost $46.52 Unrealized +76.0%
VB VANGUARD SMALL CAP ETF 0.4%
Value $7.582M Shares 33,657 Est. Cost $111.91 Unrealized
MMM 3M CO 0.4%
Value $7.269M Shares 36,594 Est. Cost $68.93 Unrealized +103.7%
MA MASTERCARD INCORPORATED CL A 0.4%
Value $7.15M Shares 19,583 Est. Cost $132.01 Unrealized +174.4%
TDOC TELADOC INC 0.4%
Value $7.075M Shares 42,549 Est. Cost $79.96 Unrealized +102.7%
DE DEERE & CO 0.4%
Value $6.727M Shares 19,072 Est. Cost $219.27 Unrealized +56.4%
VO VANGUARD MID CAP ETF 0.3%
Value $6.391M Shares 26,927 Est. Cost $115.62 Unrealized
BOSTON PRIVATE FINANCIAL HOLDI 0.3%
Value $5.902M Shares 400,149 Est. Cost $11.70 Unrealized
PTON PELOTON INTERACTIVE INC CL A 0.3%
Value $5.518M Shares 44,489 Est. Cost $95.33 Unrealized +11.7%
MRK MERCK & CO INC 0.3%
Value $5.303M Shares 68,187 Est. Cost $52.81 Unrealized +21.5%
LMT LOCKHEED MARTIN CORP 0.3%
Value $5.252M Shares 13,881 Est. Cost $278.31 Unrealized +21.6%
VSGX VANGUARD ESG INTL STOCK ETF 0.3%
Value $5.19M Shares 80,907 Est. Cost $61.27 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value $5.024M Shares 61,755 Est. Cost $47.10 Unrealized +55.9%
HD HOME DEPOT INC 0.3%
Value $4.896M Shares 15,353 Est. Cost $75.50 Unrealized +275.9%
AMCOR PLC 0.3%
Value $4.788M Shares 417,840 Est. Cost $8.54 Unrealized +15.1%
APD AIR PRODS & CHEMS INC 0.3%
Value $4.736M Shares 16,464 Est. Cost $128.80 Unrealized +102.4%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value $4.365M Shares 69,908 Est. Cost $27.37 Unrealized +99.5%
CAT CATERPILLAR INC 0.2%
Value $4.095M Shares 18,818 Est. Cost $83.37 Unrealized +154.1%
VWO VANGUARD FTSE EMERG MKT ETF 0.2%
Value $4.03M Shares 74,200 Est. Cost $40.12 Unrealized
ETSY ETSY INC 0.2%
Value $3.903M Shares 18,961 Est. Cost $146.47 Unrealized +26.4%
BF/B BROWN FORMAN CORP CL B 0.2%
Value $3.832M Shares 51,140 Est. Cost $31.73 Unrealized +118.5%
NVS NOVARTIS AG SP ADR 0.2%
Value $3.685M Shares 40,387 Est. Cost $72.00 Unrealized
TSLA TESLA INC 0.2%
Value $3.57M Shares 5,252 Est. Cost $131.93 Unrealized +64.5%
MS MORGAN STANLEY 0.2%
Value $3.478M Shares 37,927 Est. Cost $64.03 Unrealized +15.1%
BABA ALIBABA GROUP HOLDING LTD SP A 0.2%
Value $3.324M Shares 14,657 Est. Cost $202.33 Unrealized
EEM ISHARES MSCI EMERG MKT ETF 0.2%
Value $3.31M Shares 60,020 Est. Cost $38.52 Unrealized
EL ESTEE LAUDER COS INC CL A 0.2%
Value $3.208M Shares 10,087 Est. Cost $189.58 Unrealized +49.2%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $2.922M Shares 52,146 Est. Cost $35.55 Unrealized +22.2%
SHW SHERWIN WILLIAMS CO 0.2%
Value $2.912M Shares 10,689 Est. Cost $212.85 Unrealized +23.5%
NOW SERVICENOW INC 0.2%
Value $2.883M Shares 5,246 Est. Cost $103.04 Unrealized -1.6%
USB US BANCORP DEL 0.2%
Value $2.834M Shares 49,751 Est. Cost $22.45 Unrealized +112.6%
TGT TARGET CORP 0.2%
Value $2.825M Shares 11,685 Est. Cost $110.86 Unrealized +72.8%
ZM ZOOM VIDEO COMMUNICATIONS INC 0.1%
Value $2.779M Shares 7,181 Est. Cost $151.82 Unrealized +119.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $2.721M Shares 31,893 Est. Cost $54.61 Unrealized +38.7%
DOCU DOCUSIGN INC 0.1%
Value $2.705M Shares 9,677 Est. Cost $132.23 Unrealized +69.1%
MRNA MODERNA INC 0.1%
Value $2.679M Shares 11,402 Est. Cost $61.83 Unrealized +189.0%
CSCO CISCO SYSTEMS INC 0.1%
Value $2.625M Shares 49,522 Est. Cost $28.51 Unrealized +60.8%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $2.619M Shares 6,092 Est. Cost $264.64 Unrealized
LLY LILLY ELI & CO 0.1%
Value $2.39M Shares 10,412 Est. Cost $44.89 Unrealized +327.5%
KO COCA-COLA CO 0.1%
Value $2.375M Shares 43,894 Est. Cost $29.41 Unrealized +60.7%
INTC INTEL CORP 0.1%
Value $2.354M Shares 41,933 Est. Cost $25.10 Unrealized +113.4%
EMR EMERSON ELECTRIC CO 0.1%
Value $2.225M Shares 23,120 Est. Cost $40.82 Unrealized +109.5%
VEU VANGUARD ALL WORLD EX-US ETF 0.1%
Value $2.161M Shares 34,091 Est. Cost $45.52 Unrealized
CAMBRIDGE BANCORP 0.1%
Value $1.975M Shares 23,795 Est. Cost $79.87 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value $1.908M Shares 9,604 Est. Cost $80.69 Unrealized +118.5%
CHGG CHEGG INC 0.1%
Value $1.898M Shares 22,833 Est. Cost $76.12 Unrealized +8.8%
UNILEVER PLC SP ADR 0.1%
Value $1.795M Shares 30,690 Est. Cost $60.35 Unrealized
AMGN AMGEN INC 0.1%
Value $1.697M Shares 6,961 Est. Cost $137.23 Unrealized +54.8%
CMCSA COMCAST CORP CL A 0.1%
Value $1.643M Shares 28,816 Est. Cost $36.96 Unrealized +32.7%
ESGV VANGUARD ESG US STOCK ETF 0.1%
Value $1.618M Shares 20,224 Est. Cost $72.03 Unrealized
XYZ SQUARE INC CL A 0.1%
Value $1.598M Shares 6,554 Est. Cost $110.48 Unrealized +109.9%
VCSH VANGUARD SHORT TERM CORP BOND 0.1%
Value $1.589M Shares 19,214 Est. Cost $82.13 Unrealized
ABBV ABBVIE INC 0.1%
Value $1.561M Shares 13,854 Est. Cost $44.99 Unrealized +110.6%
T AT&T INC 0.1%
Value $1.405M Shares 48,819 Est. Cost $14.78 Unrealized +15.0%
VTIP VANGUARD SHORT TERM INFL PROT 0.1%
Value $1.394M Shares 26,590 Est. Cost $50.18 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value $1.378M Shares 17,471 Est. Cost $57.95 Unrealized
SBUX STARBUCKS CORP 0.1%
Value $1.377M Shares 12,314 Est. Cost $56.82 Unrealized +78.9%
JBLU JETBLUE AIRWAYS CORP 0.1%
Value $1.331M Shares 79,318 Est. Cost $18.54 Unrealized +4.5%
SYY SYSCO CORP 0.1%
Value $1.207M Shares 15,519 Est. Cost $27.33 Unrealized +160.9%
MGK VANGUARD MEGA GROWTH IND 0.1%
Value $1.062M Shares 4,589 Est. Cost $172.65 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value $1.011M Shares 9,930 Est. Cost $76.54 Unrealized
NUE NUCOR CORP 0.1%
Value $988K Shares 10,300 Est. Cost $45.31 Unrealized +92.0%
FAST FASTENAL CO 0.1%
Value $936K Shares 18,000 Est. Cost $13.93 Unrealized +67.2%
SPY SPDR S&P 500 ETF TR 0.1%
Value $934K Shares 2,181 Est. Cost $252.87 Unrealized
W WAYFAIR INC CL A 0.0%
Value $903K Shares 2,860 Est. Cost $59.38 Unrealized +427.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $852K Shares 12,751 Est. Cost $42.49 Unrealized +26.8%
NFLX NETFLIX INC 0.0%
Value $832K Shares 1,575 Est. Cost $38.77 Unrealized +31.9%
IDXX IDEXX LABORATORIES INC 0.0%
Value $829K Shares 1,313 Est. Cost $54.76 Unrealized +908.4%
WY WEYERHAEUSER CO 0.0%
Value $826K Shares 24,000 Est. Cost $20.30 Unrealized +50.4%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value $813K Shares 5,445 Est. Cost $111.92 Unrealized +12.8%
ORCL ORACLE CORP 0.0%
Value $759K Shares 9,755 Est. Cost $28.16 Unrealized +161.4%
SLB SCHLUMBERGER LTD 0.0%
Value $722K Shares 22,555 Est. Cost $37.57 Unrealized -26.1%
GIS GENERAL MILLS INC 0.0%
Value $719K Shares 11,807 Est. Cost $32.50 Unrealized +62.8%
QCOM QUALCOMM INC 0.0%
Value $700K Shares 4,896 Est. Cost $60.23 Unrealized +102.8%
IBM INTL BUSINESS MACHINES 0.0%
Value $687K Shares 4,688 Est. Cost $102.44 Unrealized +10.7%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $674K Shares 2,538 Est. Cost $173.20 Unrealized +44.5%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $671K Shares 484 Est. Cost $253.56 Unrealized +408.7%
GLW CORNING INC 0.0%
Value $638K Shares 15,599 Est. Cost $15.85 Unrealized +141.6%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value $634K Shares 1,788 Est. Cost $187.70 Unrealized
BA BOEING CO 0.0%
Value $633K Shares 2,641 Est. Cost $189.83 Unrealized +27.4%
FDX FEDEX CORP 0.0%
Value $632K Shares 2,117 Est. Cost $113.18 Unrealized +138.8%
VEA VANGUARD FTSE DEV MKT ETF 0.0%
Value $595K Shares 11,553 Est. Cost $37.94 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value $593K Shares 4,430 Est. Cost $73.60 Unrealized +52.7%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $561K Shares 1,402 Est. Cost $282.15 Unrealized +30.8%
GENERAL ELECTRIC CO 0.0%
Value $532K Shares 39,525 Est. Cost $9.20 Unrealized
WFC WELLS FARGO CO 0.0%
Value $511K Shares 11,285 Est. Cost $28.78 Unrealized +38.9%
GM GENERAL MOTORS CO 0.0%
Value $508K Shares 8,580 Est. Cost $53.36 Unrealized +6.3%
TRV TRAVELERS COMPANIES INC 0.0%
Value $501K Shares 3,344 Est. Cost $87.82 Unrealized +60.9%
TYL TYLER TECHNOLOGIES INC 0.0%
Value $473K Shares 1,046 Est. Cost $200.04 Unrealized +112.4%
EBC EASTERN BANKSHARES INC 0.0%
Value $411K Shares 20,000 Est. Cost $18.74 Unrealized 0.0%
VYM VANGUARD HIGH DIV YIELD 0.0%
Value $409K Shares 3,906 Est. Cost $85.98 Unrealized
MTCH MATCH GROUP INC 0.0%
Value $406K Shares 2,518 Est. Cost $145.48 Unrealized -1.6%
VFC VF CORP 0.0%
Value $402K Shares 4,900 Est. Cost $49.77 Unrealized +67.5%
HSY HERSHEY CO 0.0%
Value $399K Shares 2,291 Est. Cost $108.95 Unrealized +38.3%
MDT MEDTRONIC PLC 0.0%
Value $391K Shares 3,152 Est. Cost $70.24 Unrealized +55.9%
TJX TJX COS INC 0.0%
Value $390K Shares 5,785 Est. Cost $40.35 Unrealized +57.8%
CPRT COPART INC 0.0%
Value $383K Shares 2,906 Est. Cost $17.16 Unrealized +80.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $371K Shares 7,638 Est. Cost $17.13 Unrealized +145.0%
PPG PPG INDUSTRIES INC 0.0%
Value $368K Shares 2,169 Est. Cost $86.36 Unrealized +81.0%
VCIT VANGUARD INTERM TERM CORP 0.0%
Value $368K Shares 3,872 Est. Cost $95.80 Unrealized
CRM SALESFORCE.COM INC 0.0%
Value $358K Shares 1,464 Est. Cost $178.61 Unrealized +27.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $356K Shares 1,551 Est. Cost $143.35 Unrealized
VV VANGUARD LARGE CAP ETF 0.0%
Value $349K Shares 1,740 Est. Cost $161.56 Unrealized
IWR ISHARES RUS MID CAP ETF 0.0%
Value $347K Shares 4,383 Est. Cost $74.78 Unrealized
DOW DOW INC 0.0%
Value $344K Shares 5,438 Est. Cost $41.04 Unrealized +24.4%
AZEK CO INC CL A 0.0%
Value $340K Shares 8,005 Est. Cost $42.16 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value $338K Shares 2,437 Est. Cost $131.80 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $337K Shares 3,585 Est. Cost $74.25 Unrealized +8.8%
DEO DIAGEO PLC SP ADR 0.0%
Value $336K Shares 1,755 Est. Cost $142.25 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value $333K Shares 3,159 Est. Cost $50.99 Unrealized +97.9%
MAR MARRIOTT INTL INC CL A 0.0%
Value $326K Shares 2,386 Est. Cost $90.98 Unrealized +52.8%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value $324K Shares 1,451 Est. Cost $148.73 Unrealized +37.8%
AON AON PLC CL A 0.0%
Value $318K Shares 1,332 Est. Cost $191.78 Unrealized +23.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $316K Shares 1,455 Est. Cost $131.57 Unrealized +43.5%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $316K Shares 5,220 Est. Cost $31.91 Unrealized +74.8%
DCI DONALDSON INC 0.0%
Value $316K Shares 4,973 Est. Cost $40.36 Unrealized +42.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $315K Shares 3,855 Est. Cost $47.48 Unrealized +51.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value $307K Shares 6,000 Est. Cost $35.94 Unrealized +22.0%
PM PHILIP MORRIS INTL INC 0.0%
Value $300K Shares 3,023 Est. Cost $51.78 Unrealized +47.6%
FNV FRANCO NEVADA CORP 0.0%
Value $294K Shares 2,029 Est. Cost $126.31 Unrealized +9.8%
BP BP PLC SP ADR 0.0%
Value $291K Shares 10,997 Est. Cost $37.65 Unrealized
CI CIGNA CORP 0.0%
Value $260K Shares 1,096 Est. Cost $189.22 Unrealized +21.4%
LULU LULULEMON ATHLETICA INC 0.0%
Value $257K Shares 703 Est. Cost $255.73 Unrealized +28.8%
ADI ANALOG DEVICES INC 0.0%
Value $249K Shares 1,444 Est. Cost $90.56 Unrealized +63.1%
WM WASTE MANAGEMENT INC 0.0%
Value $245K Shares 1,751 Est. Cost $128.55 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value $234K Shares 3,845 Est. Cost $41.39 Unrealized +14.0%
KELLOGG CO 0.0%
Value $232K Shares 3,605 Est. Cost $42.18 Unrealized +22.2%
BF/A BROWN FORMAN CORP CL A 0.0%
Value $231K Shares 3,282 Est. Cost $52.51 Unrealized +23.4%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value $229K Shares 2,712 Est. Cost $58.39 Unrealized +24.5%
SVB FINANCIAL GROUP 0.0%
Value $220K Shares 395 Est. Cost $556.96 Unrealized
KKR KKR & CO INC CL A 0.0%
Value $219K Shares 3,700 Est. Cost $36.10 Unrealized +47.8%
SMARTSHEET INC CL A 0.0%
Value $217K Shares 3,000 Est. Cost $72.33 Unrealized
EFX EQUIFAX INC 0.0%
Value $217K Shares 904 Est. Cost $216.27 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC CL 0.0%
Value $216K Shares 299 Est. Cost $673.16 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value $215K Shares 2,294 Est. Cost $82.63 Unrealized +5.5%
EGP EASTGROUP PROPERTY INC 0.0%
Value $214K Shares 1,300 Est. Cost $164.62 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value $212K Shares 1,758 Est. Cost $114.12 Unrealized +8.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value $211K Shares 1,099 Est. Cost $151.36 Unrealized +8.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $208K Shares 3,959 Est. Cost $54.99 Unrealized
ELV ANTHEM INC 0.0%
Value $208K Shares 546 Est. Cost $358.54 Unrealized 0.0%
WAB WABTEC CORP 0.0%
Value $204K Shares 2,475 Est. Cost $66.42 Unrealized +19.0%
ABNB AIRBNB INC CL A 0.0%
Value $203K Shares 1,327 Est. Cost $183.16 Unrealized -14.3%
DRIVE SHACK INC 0.0%
Value $158K Shares 47,870 Est. Cost $3.38 Unrealized
EXNRF EXCELLON RESOURCES INC 0.0%
Value $133K Shares 60,609 Est. Cost $3.50 Unrealized -21.5%