NORTHEAST INVESTMENT MANAGEMENT Diversified Active

CIK: 0001082215 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 26, 2024

Total Value ($000): $2,125,837 (100.0% shares, 0.0% debt)

Holdings (182)

NVDA NVIDIA CORP 7.8%
Value ($000) $166,731 Shares 1,349,609 Est. Cost $92.30 Unrealized +9.5%
AAPL APPLE INC 6.7%
Value ($000) $142,485 Shares 676,505 Est. Cost $85.67 Unrealized +116.1%
MSFT MICROSOFT CORP 5.5%
Value ($000) $116,259 Shares 260,117 Est. Cost $72.61 Unrealized +474.7%
AMZN AMAZON.COM INC 5.1%
Value ($000) $108,143 Shares 559,601 Est. Cost $120.67 Unrealized +52.2%
GOOGL ALPHABET INC CL A 4.8%
Value ($000) $103,045 Shares 565,715 Est. Cost $106.46 Unrealized +57.2%
COST COSTCO WHOLESALE CORP 3.9%
Value ($000) $83,023 Shares 97,676 Est. Cost $124.13 Unrealized +523.4%
V VISA INC CL A 3.2%
Value ($000) $68,448 Shares 260,783 Est. Cost $55.99 Unrealized +383.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 2.7%
Value ($000) $57,154 Shares 140,497 Est. Cost $155.03 Unrealized +163.6%
META META PLATFORMS INC CL A 2.3%
Value ($000) $49,834 Shares 98,833 Est. Cost $89.48 Unrealized +440.1%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $48,086 Shares 86,954 Est. Cost $146.42 Unrealized +289.1%
LLY ELI LILLY & CO 2.1%
Value ($000) $45,698 Shares 50,474 Est. Cost $413.14 Unrealized +91.4%
UNP UNION PACIFIC CORP 2.1%
Value ($000) $44,448 Shares 196,445 Est. Cost $66.58 Unrealized +238.7%
DHR DANAHER CORP 2.1%
Value ($000) $44,438 Shares 177,859 Est. Cost $41.83 Unrealized +498.2%
ABBNY ABB LTD SP ADR 2.0%
Value ($000) $41,737 Shares 749,179 Est. Cost $24.31 Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $41,286 Shares 204,122 Est. Cost $71.42 Unrealized +164.9%
ASML ASML HOLDING NV 1.9%
Value ($000) $39,885 Shares 38,999 Est. Cost $656.55 Unrealized
ACN ACCENTURE PLC IRELAND CLASS A 1.8%
Value ($000) $38,639 Shares 127,350 Est. Cost $128.69 Unrealized +132.6%
ISRG INTUITIVE SURGICAL INC 1.7%
Value ($000) $37,005 Shares 83,185 Est. Cost $287.11 Unrealized +38.7%
VOO VANGUARD S&P 500 ETF 1.7%
Value ($000) $36,866 Shares 73,712 Est. Cost $226.92 Unrealized
LOW LOWES COS INC 1.7%
Value ($000) $36,407 Shares 165,141 Est. Cost $39.85 Unrealized +455.4%
AMT AMERICAN TOWER CORP 1.7%
Value ($000) $35,514 Shares 182,702 Est. Cost $79.18 Unrealized +122.6%
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $29,240 Shares 412,935 Est. Cost $59.14 Unrealized +14.3%
HON HONEYWELL INTL INC 1.4%
Value ($000) $28,741 Shares 134,591 Est. Cost $59.16 Unrealized +210.7%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $27,714 Shares 189,617 Est. Cost $64.91 Unrealized +117.9%
BX BLACKSTONE INC COM 1.3%
Value ($000) $27,498 Shares 222,117 Est. Cost $67.24 Unrealized +75.2%
WM WASTE MANAGEMENT INC 1.2%
Value ($000) $25,104 Shares 117,672 Est. Cost $161.56 Unrealized +25.5%
VIG VANGUARD DIV APPREC ETF 1.1%
Value ($000) $23,147 Shares 126,800 Est. Cost $114.15 Unrealized
WMT WALMART INC 1.1%
Value ($000) $23,041 Shares 340,292 Est. Cost $49.45 Unrealized +25.3%
MCD MCDONALDS CORP 1.1%
Value ($000) $22,333 Shares 87,635 Est. Cost $78.14 Unrealized +226.4%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $21,471 Shares 186,514 Est. Cost $60.52 Unrealized +81.9%
DIS DISNEY WALT CO 1.0%
Value ($000) $21,441 Shares 215,945 Est. Cost $58.31 Unrealized +80.9%
DE DEERE & CO 1.0%
Value ($000) $21,350 Shares 57,142 Est. Cost $320.39 Unrealized +18.7%
GOOG ALPHABET INC CL C 1.0%
Value ($000) $21,084 Shares 114,947 Est. Cost $107.13 Unrealized +57.6%
CVX CHEVRON CORP 0.9%
Value ($000) $18,752 Shares 119,881 Est. Cost $90.66 Unrealized +63.7%
VB VANGUARD SMALL CAP ETF 0.9%
Value ($000) $18,186 Shares 83,405 Est. Cost $138.91 Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value ($000) $17,851 Shares 39,465 Est. Cost $159.88 Unrealized +165.0%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $16,712 Shares 101,335 Est. Cost $67.09 Unrealized +134.3%
VO VANGUARD MID CAP ETF 0.8%
Value ($000) $15,976 Shares 65,991 Est. Cost $112.81 Unrealized
PEP PEPSICO INC 0.7%
Value ($000) $15,634 Shares 94,792 Est. Cost $68.17 Unrealized +138.1%
URI UNITED RENTALS INC 0.7%
Value ($000) $15,388 Shares 23,794 Est. Cost $584.34 Unrealized +12.1%
ADBE ADOBE SYSTEMS INC 0.7%
Value ($000) $14,701 Shares 26,463 Est. Cost $554.72 Unrealized -12.7%
BLACKROCK INC 0.7%
Value ($000) $13,932 Shares 17,696 Est. Cost $376.71 Unrealized
NKE NIKE INC CL B 0.6%
Value ($000) $13,602 Shares 180,469 Est. Cost $44.36 Unrealized +102.2%
NOW SERVICENOW INC 0.5%
Value ($000) $11,528 Shares 14,654 Est. Cost $126.92 Unrealized +15.6%
SHW SHERWIN WILLIAMS CO 0.5%
Value ($000) $10,679 Shares 35,783 Est. Cost $223.58 Unrealized +36.5%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $10,073 Shares 96,940 Est. Cost $46.94 Unrealized +119.3%
VWO VANGUARD FTSE EMERG MKT ETF 0.5%
Value ($000) $9,834 Shares 224,717 Est. Cost $38.17 Unrealized
MGK VANGUARD MEGA GROWTH IND 0.4%
Value ($000) $9,491 Shares 30,207 Est. Cost $245.38 Unrealized
TROW T ROWE PRICE GROUP INC 0.4%
Value ($000) $9,395 Shares 81,479 Est. Cost $85.68 Unrealized +23.6%
VV VANGUARD LARGE CAP ETF 0.4%
Value ($000) $8,969 Shares 35,932 Est. Cost $29.19 Unrealized
MA MASTERCARD INCORPORATED CL A 0.4%
Value ($000) $8,585 Shares 19,460 Est. Cost $152.44 Unrealized +196.3%
TJX TJX COS INC 0.4%
Value ($000) $8,497 Shares 77,174 Est. Cost $78.95 Unrealized +25.0%
CLX CLOROX CO 0.4%
Value ($000) $8,459 Shares 61,983 Est. Cost $75.06 Unrealized +75.1%
VEA VANGUARD FTSE DEV MKT ETF 0.4%
Value ($000) $8,213 Shares 166,197 Est. Cost $29.61 Unrealized
CHD CHURCH & DWIGHT INC 0.4%
Value ($000) $7,808 Shares 75,312 Est. Cost $46.52 Unrealized +123.0%
MRK MERCK & CO INC 0.4%
Value ($000) $7,604 Shares 61,419 Est. Cost $58.50 Unrealized +108.1%
CAT CATERPILLAR INC 0.3%
Value ($000) $6,360 Shares 19,093 Est. Cost $96.40 Unrealized +251.3%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $6,241 Shares 156,930 Est. Cost $20.51 Unrealized +79.6%
UPS UNITED PARCEL SERVICE INC CL B 0.3%
Value ($000) $5,904 Shares 43,145 Est. Cost $61.02 Unrealized +113.0%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $5,540 Shares 61,505 Est. Cost $57.26 Unrealized +68.9%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $5,175 Shares 15,264 Est. Cost $154.25 Unrealized -3.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $5,061 Shares 52,151 Est. Cost $47.55 Unrealized +87.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $4,728 Shares 10,121 Est. Cost $290.84 Unrealized +51.8%
TSLA TESLA INC 0.2%
Value ($000) $4,680 Shares 23,653 Est. Cost $226.81 Unrealized -22.9%
HD HOME DEPOT INC 0.2%
Value ($000) $4,671 Shares 13,570 Est. Cost $87.63 Unrealized +273.8%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $4,424 Shares 93,773 Est. Cost $41.80 Unrealized +10.0%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $4,202 Shares 64,216 Est. Cost $29.70 Unrealized +119.3%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value ($000) $4,151 Shares 7,585 Est. Cost $293.16 Unrealized
VEU VANGUARD ALL WORLD EX-US ETF 0.2%
Value ($000) $3,698 Shares 63,059 Est. Cost $24.36 Unrealized
NVS NOVARTIS AG SP ADR 0.2%
Value ($000) $3,423 Shares 32,153 Est. Cost $78.67 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $3,186 Shares 12,348 Est. Cost $128.80 Unrealized +88.2%
PFE PFIZER INC 0.1%
Value ($000) $2,954 Shares 105,558 Est. Cost $27.12 Unrealized -8.7%
AMCOR PLC 0.1%
Value ($000) $2,893 Shares 295,850 Est. Cost $8.54 Unrealized +7.4%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $2,464 Shares 51,867 Est. Cost $32.99 Unrealized +37.3%
SPOT SPOTIFY TECHNOLOGY SA 0.1%
Value ($000) $2,432 Shares 7,751 Est. Cost $301.09 Unrealized 0.0%
KVUE KENVUE INC 0.1%
Value ($000) $2,427 Shares 133,495 Est. Cost $20.54 Unrealized -11.5%
MS MORGAN STANLEY 0.1%
Value ($000) $2,390 Shares 24,589 Est. Cost $64.39 Unrealized +41.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,371 Shares 4,356 Est. Cost $360.19 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $2,267 Shares 38,393 Est. Cost $47.75 Unrealized +22.5%
KO COCA-COLA CO 0.1%
Value ($000) $2,220 Shares 34,879 Est. Cost $30.82 Unrealized +91.1%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $2,196 Shares 13,687 Est. Cost $126.27 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $2,110 Shares 19,156 Est. Cost $45.87 Unrealized +134.3%
ABBV ABBVIE INC 0.1%
Value ($000) $2,070 Shares 12,066 Est. Cost $58.56 Unrealized +168.3%
NFLX NETFLIX INC 0.1%
Value ($000) $2,007 Shares 2,974 Est. Cost $49.58 Unrealized +26.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,833 Shares 9,204 Est. Cost $89.94 Unrealized +102.8%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,766 Shares 24,304 Est. Cost $53.79 Unrealized +29.2%
VTI VANGUARD TOTAL STOCK MKT 0.1%
Value ($000) $1,706 Shares 6,377 Est. Cost $213.00 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $1,668 Shares 6,989 Est. Cost $93.25 Unrealized +153.7%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.1%
Value ($000) $1,661 Shares 4,557 Est. Cost $275.18 Unrealized
QQQ INVESCO QQQ TR UNIT SER 1 0.1%
Value ($000) $1,656 Shares 3,456 Est. Cost $312.82 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,646 Shares 5,269 Est. Cost $141.39 Unrealized +97.5%
RTX RTX CORPORATION 0.1%
Value ($000) $1,628 Shares 16,216 Est. Cost $55.55 Unrealized +80.2%
BF/B BROWN FORMAN CORP CL B 0.1%
Value ($000) $1,620 Shares 37,500 Est. Cost $32.23 Unrealized +39.6%
NUE NUCOR CORP 0.1%
Value ($000) $1,518 Shares 9,600 Est. Cost $45.31 Unrealized +272.9%
IWD ISHARES RUSSELL 1000 VAL ETF 0.1%
Value ($000) $1,483 Shares 8,500 Est. Cost $35.02 Unrealized
EEM ISHARES MSCI EMERG MKT ETF 0.1%
Value ($000) $1,444 Shares 33,914 Est. Cost $38.55 Unrealized
CAMBRIDGE BANCORP 0.1%
Value ($000) $1,419 Shares 20,566 Est. Cost $80.15 Unrealized
KKR KKR & CO INC CL A 0.1%
Value ($000) $1,347 Shares 12,800 Est. Cost $65.88 Unrealized +53.1%
ECL ECOLAB INC 0.1%
Value ($000) $1,316 Shares 5,531 Est. Cost $157.77 Unrealized +44.0%
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $1,145 Shares 6,622 Est. Cost $108.30 Unrealized +53.1%
SHEL SHELL PLC SPON ADS 0.1%
Value ($000) $1,141 Shares 15,802 Est. Cost $55.21 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $1,062 Shares 34,305 Est. Cost $26.78 Unrealized +21.4%
FAST FASTENAL CO 0.0%
Value ($000) $1,056 Shares 16,800 Est. Cost $13.93 Unrealized +134.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $1,044 Shares 24,557 Est. Cost $25.90 Unrealized +45.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,039 Shares 25,196 Est. Cost $35.88 Unrealized +1.7%
ORCL ORACLE CORP 0.0%
Value ($000) $1,037 Shares 7,345 Est. Cost $28.16 Unrealized +334.3%
UNILEVER PLC SP ADR 0.0%
Value ($000) $990 Shares 18,000 Est. Cost $59.11 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $982 Shares 12,533 Est. Cost $53.49 Unrealized
T AT&T INC 0.0%
Value ($000) $958 Shares 50,122 Est. Cost $15.09 Unrealized +7.1%
CMCSA COMCAST CORP CL A 0.0%
Value ($000) $930 Shares 23,759 Est. Cost $37.20 Unrealized -0.2%
CB CHUBB LIMITED 0.0%
Value ($000) $918 Shares 3,599 Est. Cost $199.99 Unrealized +26.4%
TGT TARGET CORP 0.0%
Value ($000) $882 Shares 5,955 Est. Cost $164.55 Unrealized -10.1%
MMM 3M CO 0.0%
Value ($000) $879 Shares 8,606 Est. Cost $68.93 Unrealized +36.8%
WY WEYERHAEUSER CO 0.0%
Value ($000) $844 Shares 29,745 Est. Cost $22.74 Unrealized +29.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $807 Shares 4,976 Est. Cost $88.54 Unrealized +81.7%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $801 Shares 5,793 Est. Cost $88.80 Unrealized +41.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD S 0.0%
Value ($000) $764 Shares 4,398 Est. Cost $100.92 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $749 Shares 11,839 Est. Cost $35.73 Unrealized +80.4%
USB US BANCORP DEL 0.0%
Value ($000) $720 Shares 18,129 Est. Cost $25.50 Unrealized +48.1%
SYY SYSCO CORP 0.0%
Value ($000) $678 Shares 9,504 Est. Cost $33.08 Unrealized +115.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $658 Shares 10,500 Est. Cost $62.12 Unrealized 0.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $654 Shares 8,398 Est. Cost $60.65 Unrealized +28.7%
ESGV VANGUARD ESG US STOCK ETF 0.0%
Value ($000) $630 Shares 6,517 Est. Cost $70.04 Unrealized
ITOT ISHARES CORE S&P TTL STOCK 0.0%
Value ($000) $623 Shares 5,242 Est. Cost $115.30 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $620 Shares 6,123 Est. Cost $72.58 Unrealized +25.8%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $602 Shares 2,659 Est. Cost $162.85 Unrealized
VDE VANGUARD ENERGY 0.0%
Value ($000) $592 Shares 4,641 Est. Cost $94.62 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $562 Shares 1,455 Est. Cost $131.57 Unrealized +169.5%
VTIP VANGUARD SHORT TERM INFL PROT 0.0%
Value ($000) $561 Shares 11,550 Est. Cost $50.37 Unrealized
GLW CORNING INC 0.0%
Value ($000) $542 Shares 13,957 Est. Cost $16.69 Unrealized +101.8%
VBK VANGUARD SMALL CAP GROWTH ETF 0.0%
Value ($000) $529 Shares 2,115 Est. Cost $253.65 Unrealized
WFC WELLS FARGO CO 0.0%
Value ($000) $519 Shares 8,735 Est. Cost $34.98 Unrealized +62.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $519 Shares 4,535 Est. Cost $48.78 Unrealized +136.5%
NVO NOVO-NORDISK AS ADR 0.0%
Value ($000) $508 Shares 3,560 Est. Cost $124.45 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $487 Shares 6,584 Est. Cost $81.66 Unrealized -13.6%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $484 Shares 346 Est. Cost $253.56 Unrealized +439.4%
VYM VANGUARD HIGH DIV YIELD 0.0%
Value ($000) $475 Shares 4,004 Est. Cost $76.17 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRA 0.0%
Value ($000) $447 Shares 4,700 Est. Cost $111.92 Unrealized -20.9%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $440 Shares 875 Est. Cost $210.47 Unrealized +118.9%
BP BP PLC SP ADR 0.0%
Value ($000) $433 Shares 11,997 Est. Cost $36.88 Unrealized
SF STIFEL FINANCIAL CORP 0.0%
Value ($000) $424 Shares 5,033 Est. Cost $71.37 Unrealized +8.2%
HSY HERSHEY CO 0.0%
Value ($000) $421 Shares 2,291 Est. Cost $108.95 Unrealized +68.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $419 Shares 5,008 Est. Cost $79.30 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $395 Shares 1,942 Est. Cost $103.64 Unrealized +101.6%
GE GE AEROSPACE 0.0%
Value ($000) $395 Shares 2,483 Est. Cost $72.93 Unrealized +116.6%
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $384 Shares 1,758 Est. Cost $125.07 Unrealized +63.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $380 Shares 9,146 Est. Cost $44.82 Unrealized -8.5%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $377 Shares 1,857 Est. Cost $138.37 Unrealized
VPU VANGUARD UTILITIES ETF 0.0%
Value ($000) $369 Shares 2,498 Est. Cost $132.40 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $361 Shares 1,525 Est. Cost $157.48 Unrealized +50.4%
IWR ISHARES RUS MID CAP ETF 0.0%
Value ($000) $356 Shares 4,391 Est. Cost $67.58 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $340 Shares 3,872 Est. Cost $63.17 Unrealized +30.8%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $331 Shares 2,798 Est. Cost $75.66 Unrealized +60.0%
CG CARLYLE GROUP INC 0.0%
Value ($000) $326 Shares 8,128 Est. Cost $32.64 Unrealized +25.6%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $316 Shares 5,220 Est. Cost $31.91 Unrealized +80.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $315 Shares 4,990 Est. Cost $42.13 Unrealized +42.9%
CPRT COPART INC 0.0%
Value ($000) $305 Shares 5,624 Est. Cost $33.94 Unrealized +60.8%
OKE ONEOK INC COM 0.0%
Value ($000) $302 Shares 3,705 Est. Cost $73.92 Unrealized 0.0%
IJK ISHARES S&P MC 400GR ETF 0.0%
Value ($000) $300 Shares 3,402 Est. Cost $74.08 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $298 Shares 2,370 Est. Cost $96.06 Unrealized +27.1%
IJH ISHARES CORE S&P MCP ETF 0.0%
Value ($000) $297 Shares 5,075 Est. Cost $96.71 Unrealized
CRM SALESFORCE INC 0.0%
Value ($000) $281 Shares 1,094 Est. Cost $171.62 Unrealized +54.2%
BA BOEING CO 0.0%
Value ($000) $278 Shares 1,530 Est. Cost $178.31 Unrealized -0.0%
DOW DOW INC 0.0%
Value ($000) $273 Shares 5,138 Est. Cost $43.01 Unrealized +19.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $272 Shares 535 Est. Cost $449.96 Unrealized +5.1%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $262 Shares 878 Est. Cost $349.51 Unrealized -4.3%
IDXX IDEXX LABORATORIES INC 0.0%
Value ($000) $262 Shares 538 Est. Cost $54.76 Unrealized +816.8%
EWIIF EDINBURGH WORLDWIDE GBP 0.0%
Value ($000) $261 Shares 140,000 Est. Cost $1.70 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $251 Shares 1,589 Est. Cost $66.42 Unrealized +138.6%
DVY ISHARES SELECT DIV ETF 0.0%
Value ($000) $248 Shares 2,047 Est. Cost $122.13 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $246 Shares 1,076 Est. Cost $172.22 Unrealized +20.6%
VLTO VERALTO CORP 0.0%
Value ($000) $242 Shares 2,535 Est. Cost $73.75 Unrealized +28.7%
DCI DONALDSON INC 0.0%
Value ($000) $241 Shares 3,363 Est. Cost $40.36 Unrealized +76.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $240 Shares 2,495 Est. Cost $72.84 Unrealized +28.7%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $236 Shares 2,000 Est. Cost $110.88 Unrealized 0.0%
EGP EASTGROUP PROPERTY INC 0.0%
Value ($000) $221 Shares 1,300 Est. Cost $165.32 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $213 Shares 3,958 Est. Cost $50.60 Unrealized +6.9%
CI THE CIGNA GROUP COM 0.0%
Value ($000) $211 Shares 638 Est. Cost $317.75 Unrealized +5.2%
SO SOUTHERN CO 0.0%
Value ($000) $201 Shares 2,597 Est. Cost $71.79 Unrealized 0.0%
KELLANOVA COM 0.0%
Value ($000) $201 Shares 3,485 Est. Cost $47.36 Unrealized +18.6%
XYL XYLEM INC 0.0%
Value ($000) $200 Shares 1,475 Est. Cost $133.48 Unrealized 0.0%
F FORD MOTOR CO 0.0%
Value ($000) $154 Shares 12,305 Est. Cost $10.69 Unrealized +4.1%