S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 9, 2021

Total Value ($000): $1,282,683 (100.0% shares, 0.0% debt)

Holdings (187)

CHD CHURCH AND DWIGHT CO INC 4.6%
Value ($000) $58,527 Shares 708,823 Est. Cost $35.18 Unrealized +128.7%
LBRDK LIBERTY BROADBAND SER C 4.3%
Value ($000) $55,019 Shares 318,582 Est. Cost $84.87 Unrealized +98.7%
AAPL APPLE INC 4.2%
Value ($000) $53,696 Shares 379,482 Est. Cost $84.94 Unrealized +69.4%
BRK/B BERKSHIRE HATHAWAY INC CL B (N 4.1%
Value ($000) $52,182 Shares 191,186 Est. Cost $110.02 Unrealized +155.3%
ECL ECOLAB INC 3.9%
Value ($000) $49,455 Shares 237,061 Est. Cost $74.93 Unrealized +178.3%
ADP AUTOMATIC DATA PROCESSING INC 3.5%
Value ($000) $44,429 Shares 222,237 Est. Cost $45.75 Unrealized +310.3%
MOSAIC CO COM 3.4%
Value ($000) $43,543 Shares 1,219,035 Est. Cost $31.91 Unrealized
PIONEER NATURAL RESOURCES CO 3.2%
Value ($000) $40,802 Shares 245,043 Est. Cost $135.85 Unrealized
MSFT MICROSOFT CORP 3.1%
Value ($000) $39,250 Shares 139,225 Est. Cost $66.50 Unrealized +322.2%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $32,502 Shares 201,251 Est. Cost $60.16 Unrealized +149.8%
ABT ABBOTT LABS 2.5%
Value ($000) $32,318 Shares 273,586 Est. Cost $29.25 Unrealized +287.9%
LIBERTY MEDIA CORP- LIBERTY SI 2.5%
Value ($000) $32,014 Shares 674,420 Est. Cost $31.90 Unrealized
MERCK & CO INC 2.3%
Value ($000) $29,652 Shares 394,793 Est. Cost $47.35 Unrealized
LILA LIBERTY LATIN AMERICA LTD CL A 2.2%
Value ($000) $28,526 Shares 2,180,929 Est. Cost $15.49 Unrealized -12.3%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $25,141 Shares 44,006 Est. Cost $95.72 Unrealized +466.6%
MEDTRONIC PLC 1.9%
Value ($000) $24,909 Shares 198,717 Est. Cost $77.99 Unrealized
CAT CATERPILLAR INC COM 1.9%
Value ($000) $24,586 Shares 128,074 Est. Cost $62.34 Unrealized +208.1%
APD AIR PRODUCTS & CHEMICALS INC C 1.9%
Value ($000) $24,095 Shares 94,083 Est. Cost $63.74 Unrealized +287.5%
GOOG ALPHABET INC CLASS C 1.8%
Value ($000) $23,651 Shares 8,874 Est. Cost $40.84 Unrealized +235.1%
BMY BRISTOL MYERS SQUIBB 1.8%
Value ($000) $23,637 Shares 399,481 Est. Cost $40.02 Unrealized +37.0%
ARCHAEA ENERGY INC. CL A 1.6%
Value ($000) $20,200 Shares 1,066,573 Est. Cost $18.94 Unrealized
FUL HB FULLER CO 1.5%
Value ($000) $19,809 Shares 306,838 Est. Cost $37.21 Unrealized +64.6%
PEP PEPSICO INC 1.4%
Value ($000) $17,549 Shares 116,680 Est. Cost $57.33 Unrealized +135.5%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $17,409 Shares 6,512 Est. Cost $54.86 Unrealized +146.2%
LBRDA LIBERTY BROADBAND SER A 1.2%
Value ($000) $15,015 Shares 89,194 Est. Cost $46.83 Unrealized +249.5%
CCJ CAMECO CORP 1.1%
Value ($000) $13,987 Shares 643,687 Est. Cost $9.84 Unrealized +90.0%
CHTR CHARTER COMMUNICATIONS INC 1.1%
Value ($000) $13,836 Shares 19,017 Est. Cost $344.62 Unrealized +120.2%
LIBERTY GLOBAL PLC- C 1.1%
Value ($000) $13,597 Shares 461,565 Est. Cost $29.91 Unrealized
SPDR GOLD TRUST 1.0%
Value ($000) $13,244 Shares 80,650 Est. Cost $151.74 Unrealized
UNP UNION PACIFIC CORP 1.0%
Value ($000) $13,187 Shares 67,281 Est. Cost $66.85 Unrealized +192.0%
EXXON MOBIL CORP COM 1.0%
Value ($000) $12,786 Shares 217,388 Est. Cost $90.44 Unrealized
ABNB AIRBNB INC A (QSBS STOCK) 0.9%
Value ($000) $11,634 Shares 69,355 Est. Cost $156.09 Unrealized -2.1%
CISCO SYSTEMS INC COM 0.9%
Value ($000) $11,285 Shares 207,337 Est. Cost $24.51 Unrealized
3M COMPANY COM 0.8%
Value ($000) $9,968 Shares 56,828 Est. Cost $117.67 Unrealized
PROSUS NV - SPONSORED ADR 0.7%
Value ($000) $9,553 Shares 597,415 Est. Cost $18.58 Unrealized
LIBERTY SIRIUSXM GROUP 0.7%
Value ($000) $9,350 Shares 198,239 Est. Cost $33.11 Unrealized
LIBERTY LATIN AMERICA LTD 0.7%
Value ($000) $8,923 Shares 680,155 Est. Cost $10.21 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.7%
Value ($000) $8,915 Shares 299,185 Est. Cost $25.94 Unrealized
ATHENE HOLDING LTD. CLASS A 0.7%
Value ($000) $8,755 Shares 127,125 Est. Cost $38.37 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $7,378 Shares 170,047 Est. Cost $9.78 Unrealized +352.3%
LINDE PLC 0.6%
Value ($000) $7,340 Shares 25,022 Est. Cost $177.88 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $7,147 Shares 134,143 Est. Cost $18.04 Unrealized +176.1%
WORKDAY INC A 0.5%
Value ($000) $6,601 Shares 26,419 Est. Cost $120.90 Unrealized
LIBERTY FORMULA ONE SER C 0.5%
Value ($000) $6,326 Shares 123,061 Est. Cost $18.97 Unrealized
META META PLATFORMS INC. CLASS A (F 0.5%
Value ($000) $6,277 Shares 18,497 Est. Cost $177.88 Unrealized +101.1%
HD HOME DEPOT INC COM 0.5%
Value ($000) $5,941 Shares 18,100 Est. Cost $58.45 Unrealized +403.9%
ROL ROLLINS INC COM 0.4%
Value ($000) $5,541 Shares 156,847 Est. Cost $19.49 Unrealized +81.3%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $5,284 Shares 124,491 Est. Cost $14.55 Unrealized +148.1%
C CITIGROUP INC COM NEW 0.4%
Value ($000) $5,263 Shares 75,003 Est. Cost $38.20 Unrealized +56.3%
GLOBAL PAYMENTS INC. 0.4%
Value ($000) $5,240 Shares 33,259 Est. Cost $160.60 Unrealized
GE GENERAL ELEC CO 0.4%
Value ($000) $5,154 Shares 50,031 Est. Cost $62.95 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.4%
Value ($000) $5,073 Shares 68,365 Est. Cost $55.15 Unrealized +24.8%
DENTSPLY SIRONA INC COM 0.4%
Value ($000) $5,070 Shares 87,347 Est. Cost $50.02 Unrealized
AFL AFLAC INC COM 0.4%
Value ($000) $4,899 Shares 93,985 Est. Cost $29.41 Unrealized +68.1%
PURE STORAGE, INC. 0.4%
Value ($000) $4,790 Shares 190,420 Est. Cost $18.96 Unrealized
DIS WALT DISNEY COMPANY 0.4%
Value ($000) $4,754 Shares 28,107 Est. Cost $112.40 Unrealized +54.9%
ALKERMES PLC 0.4%
Value ($000) $4,718 Shares 153,000 Est. Cost $20.40 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $4,529 Shares 44,649 Est. Cost $71.37 Unrealized +16.7%
OKTA OKTA, INC. 0.4%
Value ($000) $4,515 Shares 19,025 Est. Cost $40.18 Unrealized +517.9%
CLOUDERA, INC. 0.3%
Value ($000) $4,386 Shares 274,640 Est. Cost $11.30 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $4,365 Shares 1,329 Est. Cost $85.85 Unrealized +100.9%
SYK STRYKER CORP. 0.3%
Value ($000) $4,073 Shares 15,445 Est. Cost $64.25 Unrealized +297.2%
WEC ENERGY GROUP INC COM 0.3%
Value ($000) $3,901 Shares 44,237 Est. Cost $44.98 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3,872 Shares 23,655 Est. Cost $91.32 Unrealized +53.6%
WFC WELLS FARGO & CO 0.3%
Value ($000) $3,734 Shares 80,464 Est. Cost $27.55 Unrealized +51.0%
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $3,728 Shares 24,271 Est. Cost $68.52 Unrealized
LIBERTY MEDIA CORP- LIBERTY FO 0.3%
Value ($000) $3,707 Shares 78,789 Est. Cost $23.13 Unrealized
CERNER CORP 0.3%
Value ($000) $3,700 Shares 52,474 Est. Cost $62.93 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $3,676 Shares 27,756 Est. Cost $63.31 Unrealized +82.4%
CHUBB LIMITED 0.3%
Value ($000) $3,664 Shares 21,125 Est. Cost $121.37 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $3,433 Shares 7,169 Est. Cost $12.83 Unrealized +447.8%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $3,413 Shares 13,120 Est. Cost $97.62 Unrealized +190.0%
RPRX ROYALTY PHARMA PLC CL A 0.3%
Value ($000) $3,355 Shares 92,850 Est. Cost $41.44 Unrealized -6.2%
T AT&T INC 0.3%
Value ($000) $3,268 Shares 121,002 Est. Cost $15.70 Unrealized +2.4%
BIO-TECHNE CORPORATION 0.3%
Value ($000) $3,207 Shares 6,620 Est. Cost $189.56 Unrealized
WAT WATERS CORP COM 0.2%
Value ($000) $3,206 Shares 8,975 Est. Cost $96.87 Unrealized +304.4%
TE CONNECTIVITY LTD 0.2%
Value ($000) $3,201 Shares 23,333 Est. Cost $64.66 Unrealized
AKAMAI TECHNOLOGIES 0.2%
Value ($000) $2,915 Shares 27,872 Est. Cost $96.55 Unrealized
EXPEDIA GROUP INC COM 0.2%
Value ($000) $2,900 Shares 17,698 Est. Cost $131.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKET 0.2%
Value ($000) $2,897 Shares 57,942 Est. Cost $39.88 Unrealized
AGCO AGCO CORP COM 0.2%
Value ($000) $2,808 Shares 22,924 Est. Cost $42.81 Unrealized +164.2%
FMC FMC CORP COM (NEW) 0.2%
Value ($000) $2,651 Shares 28,962 Est. Cost $36.54 Unrealized +133.0%
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $2,630 Shares 35,586 Est. Cost $87.96 Unrealized
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2,624 Shares 40,000 Est. Cost $53.07 Unrealized
STERICYCLE INC 0.2%
Value ($000) $2,612 Shares 38,437 Est. Cost $96.92 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $2,600 Shares 43,480 Est. Cost $32.94 Unrealized +54.8%
ADI ANALOG DEVICES INC COM 0.2%
Value ($000) $2,512 Shares 15,000 Est. Cost $78.00 Unrealized +99.1%
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $2,507 Shares 84,362 Est. Cost $22.72 Unrealized +9.9%
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $2,459 Shares 12,670 Est. Cost $79.75 Unrealized +142.9%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.2%
Value ($000) $2,444 Shares 40,100 Est. Cost $51.48 Unrealized
VANECK GOLD MINERS ETF 0.2%
Value ($000) $2,429 Shares 82,451 Est. Cost $27.75 Unrealized
ADOBE INC 0.2%
Value ($000) $2,370 Shares 4,118 Est. Cost $103.24 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,368 Shares 16,939 Est. Cost $58.74 Unrealized +116.6%
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.2%
Value ($000) $2,158 Shares 47,100 Est. Cost $37.01 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $2,077 Shares 31,490 Est. Cost $44.63 Unrealized +46.6%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,030 Shares 8,790 Est. Cost $55.81 Unrealized +324.0%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2,025 Shares 14,579 Est. Cost $118.23 Unrealized -5.2%
RBLX ROBLOX CORP. 0.2%
Value ($000) $2,004 Shares 26,530 Est. Cost $76.35 Unrealized +7.5%
MCD MCDONALD'S CORP COM 0.1%
Value ($000) $1,755 Shares 7,282 Est. Cost $73.66 Unrealized +193.0%
DHR DANAHER CORP COM 0.1%
Value ($000) $1,669 Shares 5,485 Est. Cost $77.26 Unrealized +245.3%
RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1,665 Shares 19,370 Est. Cost $61.85 Unrealized
QURATE RETAIL INC 0.1%
Value ($000) $1,611 Shares 158,139 Est. Cost $25.17 Unrealized
KMPR KEMPER CORP 0.1%
Value ($000) $1,474 Shares 22,080 Est. Cost $76.71 Unrealized -11.5%
BKF ISHARES FTSE BRIC INDEX ETF 0.1%
Value ($000) $1,458 Shares 30,255 Est. Cost $34.98 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,450 Shares 33,720 Est. Cost $19.83 Unrealized +79.9%
LIVENT CORP. 0.1%
Value ($000) $1,427 Shares 61,765 Est. Cost $9.85 Unrealized
MS MORGAN STANLEY COM 0.1%
Value ($000) $1,354 Shares 13,915 Est. Cost $65.58 Unrealized +30.7%
FERGUSON PLC 0.1%
Value ($000) $1,320 Shares 9,468 Est. Cost $120.09 Unrealized
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $1,311 Shares 6,466 Est. Cost $63.20 Unrealized +190.4%
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $1,299 Shares 13,611 Est. Cost $37.51 Unrealized +147.5%
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $1,263 Shares 20,000 Est. Cost $45.60 Unrealized
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1,234 Shares 15,000 Est. Cost $49.60 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $1,224 Shares 91,500 Est. Cost $15.93 Unrealized
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $1,216 Shares 11,000 Est. Cost $59.91 Unrealized
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $1,200 Shares 10,600 Est. Cost $77.42 Unrealized
ORGANON & Co. 0.1%
Value ($000) $1,189 Shares 36,273 Est. Cost $30.25 Unrealized
NUTRIEN LTD 0.1%
Value ($000) $1,166 Shares 18,000 Est. Cost $48.14 Unrealized
COST COSTCO WHOLESALE CORP 0.1%
Value ($000) $1,141 Shares 2,540 Est. Cost $172.54 Unrealized +142.4%
CDK GLOBAL INC 0.1%
Value ($000) $1,141 Shares 26,827 Est. Cost $41.19 Unrealized
CENTRAL SECURITIES CORP 0.1%
Value ($000) $1,057 Shares 25,029 Est. Cost $31.44 Unrealized
EISAI CO, SPONSORED ADR 0.1%
Value ($000) $1,053 Shares 14,000 Est. Cost $52.37 Unrealized
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $1,032 Shares 11,000 Est. Cost $81.04 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $988 Shares 5,900 Est. Cost $62.76 Unrealized +152.2%
EATON CORP PLC 0.1%
Value ($000) $970 Shares 6,500 Est. Cost $63.78 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.1%
Value ($000) $945 Shares 3,449 Est. Cost $142.50 Unrealized
LIONS GATE ENTERTAINMENT CORP 0.1%
Value ($000) $929 Shares 71,476 Est. Cost $19.21 Unrealized
SVB FINL GROUP 0.1%
Value ($000) $908 Shares 1,405 Est. Cost $240.10 Unrealized
SUMO LOGIC, INC. 0.1%
Value ($000) $898 Shares 55,761 Est. Cost $18.52 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $855 Shares 8,616 Est. Cost $70.42 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value ($000) $848 Shares 4,107 Est. Cost $49.85 Unrealized +307.0%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $841 Shares 38,000 Est. Cost $13.75 Unrealized +52.4%
FRCB FIRST REPUBLIC BANK 0.1%
Value ($000) $828 Shares 4,295 Est. Cost $91.49 Unrealized +112.8%
MASTERCARD INC CL A 0.1%
Value ($000) $824 Shares 2,371 Est. Cost $300.47 Unrealized
TRUIST FINANCIAL CORP 0.1%
Value ($000) $814 Shares 13,894 Est. Cost $56.32 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $806 Shares 3,622 Est. Cost $117.62 Unrealized +93.0%
BA BOEING CO COM 0.1%
Value ($000) $796 Shares 3,620 Est. Cost $192.39 Unrealized +15.9%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $790 Shares 5,050 Est. Cost $120.76 Unrealized
UPS UNITED PARCEL SERVICE-CL B 0.1%
Value ($000) $762 Shares 4,190 Est. Cost $74.94 Unrealized +117.2%
AXALTA COATING SYSTEMS LTD SH 0.1%
Value ($000) $750 Shares 25,705 Est. Cost $26.08 Unrealized
RICE ACQUISTION CORP II 1/4 W 0.1%
Value ($000) $744 Shares 72,300 Est. Cost $10.29 Unrealized
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $728 Shares 13,495 Est. Cost $43.14 Unrealized -1.9%
IQVIA HOLDINGS INC 0.1%
Value ($000) $718 Shares 3,000 Est. Cost $98.00 Unrealized
CRM SALESFORCE COM INC 0.1%
Value ($000) $709 Shares 2,616 Est. Cost $113.46 Unrealized +121.2%
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $699 Shares 7,950 Est. Cost $47.83 Unrealized
REDFIN CORP. 0.1%
Value ($000) $690 Shares 13,777 Est. Cost $21.16 Unrealized
LKQ LKQ CORP COM 0.1%
Value ($000) $654 Shares 13,000 Est. Cost $29.58 Unrealized +54.4%
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $649 Shares 2,927 Est. Cost $106.39 Unrealized
IVE ISHARES S&P 500 VALUE INDEX ET 0.0%
Value ($000) $632 Shares 4,350 Est. Cost $109.28 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $610 Shares 7,800 Est. Cost $85.28 Unrealized
EEM ISHARES MSCI EMERGING MKT INDE 0.0%
Value ($000) $577 Shares 11,467 Est. Cost $46.46 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $574 Shares 17,181 Est. Cost $33.70 Unrealized
LIBERTY BRAVES GROUP-C 0.0%
Value ($000) $571 Shares 21,646 Est. Cost $16.63 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $569 Shares 8,150 Est. Cost $53.25 Unrealized +11.5%
CTAS CINTAS CORP COM 0.0%
Value ($000) $532 Shares 1,400 Est. Cost $30.49 Unrealized +208.2%
TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $516 Shares 2,990 Est. Cost $82.52 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $508 Shares 2,600 Est. Cost $60.41 Unrealized +166.1%
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $482 Shares 6,085 Est. Cost $28.75 Unrealized +166.8%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $472 Shares 5,567 Est. Cost $42.86 Unrealized +69.2%
KO COCA-COLA CO COM 0.0%
Value ($000) $440 Shares 8,387 Est. Cost $44.25 Unrealized +10.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $408 Shares 3,700 Est. Cost $47.14 Unrealized +124.2%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $391 Shares 7,000 Est. Cost $22.81 Unrealized +101.2%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $390 Shares 1,329 Est. Cost $190.41 Unrealized
COINBASE GLOBAL, Inc. CL A 0.0%
Value ($000) $353 Shares 1,556 Est. Cost $253.21 Unrealized
GENPACT LIMITED 0.0%
Value ($000) $325 Shares 6,850 Est. Cost $36.50 Unrealized
SXI STANDEX INTL CORP 0.0%
Value ($000) $321 Shares 3,250 Est. Cost $71.26 Unrealized +33.4%
FXI ISHARES FTSE/XINHUA CHINA 25 I 0.0%
Value ($000) $319 Shares 8,200 Est. Cost $32.52 Unrealized
HON HONEYWELL INTERNATIONAL INC CO 0.0%
Value ($000) $312 Shares 1,470 Est. Cost $163.73 Unrealized +18.9%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $310 Shares 6,150 Est. Cost $44.24 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $310 Shares 3,855 Est. Cost $42.39 Unrealized +68.8%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $302 Shares 2,000 Est. Cost $93.00 Unrealized +52.3%
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $301 Shares 1,005 Est. Cost $190.83 Unrealized +60.0%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $299 Shares 2,372 Est. Cost $110.25 Unrealized +6.6%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $294 Shares 1,000 Est. Cost $175.54 Unrealized +62.2%
DE DEERE & CO COM 0.0%
Value ($000) $288 Shares 860 Est. Cost $232.12 Unrealized +46.2%
WMT WALMART STORES INC COM 0.0%
Value ($000) $278 Shares 2,000 Est. Cost $31.30 Unrealized +45.3%
AGIOS PHARMACEUTICALS INC 0.0%
Value ($000) $276 Shares 6,000 Est. Cost $51.50 Unrealized
DOORDASH INC (QSBS STOCK) 0.0%
Value ($000) $276 Shares 1,341 Est. Cost $178.23 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $264 Shares 1,820 Est. Cost $99.64 Unrealized +53.1%
DROPBOX INC. CL A 0.0%
Value ($000) $258 Shares 8,836 Est. Cost $26.60 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $237 Shares 2,438 Est. Cost $66.72 Unrealized +30.8%
HILLENBRAND INC COM 0.0%
Value ($000) $213 Shares 5,000 Est. Cost $47.60 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $208 Shares 1,855 Est. Cost $99.29 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $205 Shares 1,070 Est. Cost $151.36 Unrealized +11.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $202 Shares 825 Est. Cost $214.58 Unrealized +6.3%
MRC GLOBAL INC 0.0%
Value ($000) $195 Shares 26,600 Est. Cost $20.75 Unrealized
SIEMENS GAMESA RENEWABLE ENERG 0.0%
Value ($000) $76 Shares 15,000 Est. Cost $2.91 Unrealized
ITERIS, INC. 0.0%
Value ($000) $52 Shares 10,000 Est. Cost $5.70 Unrealized