S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 5, 2022

Total Value ($000): $1,424,564 (100.0% shares, 0.0% debt)

Holdings (189)

MOSAIC CO COM 5.6%
Value ($000) $79,877 Shares 1,201,160 Est. Cost $31.91 Unrealized
AAPL APPLE INC 5.2%
Value ($000) $74,656 Shares 427,564 Est. Cost $92.93 Unrealized +77.4%
CHD CHURCH AND DWIGHT CO INC 4.9%
Value ($000) $70,279 Shares 707,183 Est. Cost $35.18 Unrealized +170.4%
BRK/B BERKSHIRE HATHAWAY INC CL B (N 4.7%
Value ($000) $67,287 Shares 190,666 Est. Cost $110.02 Unrealized +194.0%
PIONEER NATURAL RESOURCES CO 4.0%
Value ($000) $56,983 Shares 227,906 Est. Cost $135.85 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 3.5%
Value ($000) $50,523 Shares 222,044 Est. Cost $45.75 Unrealized +330.4%
LBRDK LIBERTY BROADBAND SER C 3.1%
Value ($000) $43,890 Shares 324,347 Est. Cost $84.87 Unrealized +60.6%
MSFT MICROSOFT CORP 3.1%
Value ($000) $43,454 Shares 140,944 Est. Cost $68.89 Unrealized +323.0%
ECL ECOLAB INC 3.0%
Value ($000) $42,680 Shares 241,731 Est. Cost $76.79 Unrealized +133.8%
JNJ JOHNSON & JOHNSON 2.6%
Value ($000) $36,859 Shares 207,976 Est. Cost $62.99 Unrealized +141.0%
MERCK & CO INC 2.3%
Value ($000) $33,280 Shares 405,608 Est. Cost $48.18 Unrealized
ABT ABBOTT LABS 2.3%
Value ($000) $32,177 Shares 271,865 Est. Cost $29.25 Unrealized +294.4%
LIBERTY MEDIA CORP- LIBERTY SI 2.2%
Value ($000) $31,148 Shares 681,135 Est. Cost $31.90 Unrealized
ARCHAEA ENERGY INC. CL A 2.2%
Value ($000) $31,085 Shares 1,417,477 Est. Cost $19.49 Unrealized
BMY BRISTOL MYERS SQUIBB 2.1%
Value ($000) $29,562 Shares 404,793 Est. Cost $40.02 Unrealized +42.0%
CAT CATERPILLAR INC COM 2.0%
Value ($000) $28,267 Shares 126,864 Est. Cost $62.34 Unrealized +213.5%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $26,417 Shares 44,726 Est. Cost $104.06 Unrealized +446.0%
GOOG ALPHABET INC CLASS C 1.7%
Value ($000) $24,916 Shares 8,921 Est. Cost $40.84 Unrealized +230.4%
LILA LIBERTY LATIN AMERICA LTD CL A 1.7%
Value ($000) $23,713 Shares 2,444,640 Est. Cost $15.09 Unrealized -29.8%
APD AIR PRODUCTS & CHEMICALS INC C 1.6%
Value ($000) $23,347 Shares 93,422 Est. Cost $63.74 Unrealized +263.9%
MEDTRONIC PLC 1.6%
Value ($000) $22,089 Shares 199,092 Est. Cost $77.99 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $20,785 Shares 124,180 Est. Cost $62.67 Unrealized +136.8%
UNP UNION PACIFIC CORP 1.4%
Value ($000) $20,455 Shares 74,871 Est. Cost $82.24 Unrealized +180.3%
FUL HB FULLER CO 1.4%
Value ($000) $20,035 Shares 303,253 Est. Cost $37.21 Unrealized +79.7%
EXXON MOBIL CORP COM 1.3%
Value ($000) $18,851 Shares 228,253 Est. Cost $89.39 Unrealized
CCJ CAMECO CORP 1.3%
Value ($000) $18,678 Shares 641,882 Est. Cost $9.84 Unrealized +136.2%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $18,404 Shares 6,617 Est. Cost $56.55 Unrealized +138.4%
SPDR GOLD TRUST 1.0%
Value ($000) $14,569 Shares 80,650 Est. Cost $151.74 Unrealized
LIBERTY GLOBAL PLC- C 0.9%
Value ($000) $12,232 Shares 472,100 Est. Cost $29.88 Unrealized
ABNB AIRBNB INC A (QSBS STOCK) 0.8%
Value ($000) $11,912 Shares 69,355 Est. Cost $156.09 Unrealized +2.0%
LBRDA LIBERTY BROADBAND SER A 0.8%
Value ($000) $11,689 Shares 89,194 Est. Cost $46.83 Unrealized +185.2%
CISCO SYSTEMS INC COM 0.8%
Value ($000) $11,257 Shares 201,887 Est. Cost $24.51 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.7%
Value ($000) $10,442 Shares 19,142 Est. Cost $344.62 Unrealized +70.3%
LIBERTY SIRIUSXM GROUP 0.7%
Value ($000) $9,283 Shares 203,104 Est. Cost $33.45 Unrealized
PROSUS NV - SPONSORED ADR 0.6%
Value ($000) $9,193 Shares 850,507 Est. Cost $16.38 Unrealized
LINDE PLC 0.6%
Value ($000) $9,152 Shares 28,653 Est. Cost $196.13 Unrealized
APO APOLLO ASSET MANAGEMENT INC. 0.6%
Value ($000) $9,054 Shares 146,064 Est. Cost $61.02 Unrealized 0.0%
LIBERTY FORMULA ONE SER C 0.6%
Value ($000) $8,594 Shares 123,061 Est. Cost $18.97 Unrealized
3M COMPANY COM 0.6%
Value ($000) $8,358 Shares 56,140 Est. Cost $117.67 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.6%
Value ($000) $7,845 Shares 307,565 Est. Cost $25.93 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $7,526 Shares 169,937 Est. Cost $9.78 Unrealized +343.1%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $7,205 Shares 44,254 Est. Cost $71.37 Unrealized +72.0%
INTC INTEL CORP 0.5%
Value ($000) $7,109 Shares 143,451 Est. Cost $19.90 Unrealized +132.0%
LIBERTY LATIN AMERICA LTD 0.5%
Value ($000) $6,761 Shares 705,075 Est. Cost $10.25 Unrealized
PURE STORAGE, INC. 0.5%
Value ($000) $6,723 Shares 190,420 Est. Cost $18.96 Unrealized
WORKDAY INC A 0.4%
Value ($000) $6,326 Shares 26,419 Est. Cost $120.90 Unrealized
HD HOME DEPOT INC COM 0.4%
Value ($000) $6,315 Shares 21,100 Est. Cost $97.55 Unrealized +221.9%
RPRX ROYALTY PHARMA PLC CL A 0.4%
Value ($000) $6,229 Shares 159,895 Est. Cost $40.39 Unrealized -2.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.4%
Value ($000) $6,130 Shares 68,365 Est. Cost $55.15 Unrealized +49.5%
AFL AFLAC INC COM 0.4%
Value ($000) $6,051 Shares 93,985 Est. Cost $29.41 Unrealized +94.8%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $5,956 Shares 9,569 Est. Cost $31.43 Unrealized +184.8%
ROL ROLLINS INC COM 0.4%
Value ($000) $5,497 Shares 156,847 Est. Cost $19.49 Unrealized +58.4%
SYK STRYKER CORP. 0.4%
Value ($000) $5,091 Shares 19,045 Est. Cost $99.34 Unrealized +149.9%
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $5,075 Shares 123,121 Est. Cost $14.55 Unrealized +180.6%
LIBERTY MEDIA CORP- LIBERTY FO 0.3%
Value ($000) $4,973 Shares 78,789 Est. Cost $23.13 Unrealized
GLOBAL PAYMENTS INC. 0.3%
Value ($000) $4,882 Shares 35,682 Est. Cost $158.91 Unrealized
AMZN AMAZON.COM INC 0.3%
Value ($000) $4,730 Shares 1,451 Est. Cost $91.96 Unrealized +68.0%
GE GENERAL ELEC CO 0.3%
Value ($000) $4,577 Shares 50,031 Est. Cost $62.95 Unrealized -7.0%
CERNER CORP 0.3%
Value ($000) $4,543 Shares 48,559 Est. Cost $62.93 Unrealized
CHUBB LIMITED 0.3%
Value ($000) $4,518 Shares 21,125 Est. Cost $121.37 Unrealized
META META PLATFORMS INC. CLASS A (F 0.3%
Value ($000) $4,443 Shares 19,983 Est. Cost $184.94 Unrealized +34.2%
WEC ENERGY GROUP INC COM 0.3%
Value ($000) $4,415 Shares 44,237 Est. Cost $44.98 Unrealized
DIS WALT DISNEY COMPANY 0.3%
Value ($000) $4,340 Shares 31,647 Est. Cost $116.68 Unrealized +21.1%
EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $4,337 Shares 36,850 Est. Cost $110.93 Unrealized
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $4,331 Shares 26,225 Est. Cost $111.91 Unrealized +35.1%
DENTSPLY SIRONA INC COM 0.3%
Value ($000) $4,200 Shares 85,347 Est. Cost $50.02 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $4,136 Shares 27,074 Est. Cost $87.66 Unrealized +62.1%
ALKERMES PLC 0.3%
Value ($000) $4,025 Shares 153,000 Est. Cost $20.40 Unrealized
C CITIGROUP INC COM NEW 0.3%
Value ($000) $4,005 Shares 75,003 Est. Cost $38.20 Unrealized +40.1%
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $3,943 Shares 24,316 Est. Cost $68.52 Unrealized
FMC FMC CORP COM (NEW) 0.3%
Value ($000) $3,807 Shares 28,937 Est. Cost $36.54 Unrealized +180.4%
WFC WELLS FARGO & CO 0.3%
Value ($000) $3,737 Shares 77,124 Est. Cost $27.55 Unrealized +76.0%
EXPEDIA GROUP INC COM 0.2%
Value ($000) $3,462 Shares 17,698 Est. Cost $131.89 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $3,418 Shares 27,756 Est. Cost $63.31 Unrealized +80.1%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $3,360 Shares 24,655 Est. Cost $93.61 Unrealized +42.8%
AKAMAI TECHNOLOGIES 0.2%
Value ($000) $3,349 Shares 28,053 Est. Cost $96.55 Unrealized
VANECK GOLD MINERS ETF 0.2%
Value ($000) $3,161 Shares 82,451 Est. Cost $27.75 Unrealized
AGCO AGCO CORP COM 0.2%
Value ($000) $3,122 Shares 21,384 Est. Cost $42.81 Unrealized +155.9%
TE CONNECTIVITY LTD 0.2%
Value ($000) $3,089 Shares 23,588 Est. Cost $65.37 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $2,944 Shares 43,480 Est. Cost $32.94 Unrealized +78.4%
OKTA OKTA, INC. 0.2%
Value ($000) $2,872 Shares 19,025 Est. Cost $40.18 Unrealized +346.1%
BIO-TECHNE CORPORATION 0.2%
Value ($000) $2,823 Shares 6,520 Est. Cost $189.56 Unrealized
WAT WATERS CORP COM 0.2%
Value ($000) $2,785 Shares 8,975 Est. Cost $96.87 Unrealized +235.9%
T AT&T INC 0.2%
Value ($000) $2,783 Shares 117,792 Est. Cost $15.70 Unrealized -5.0%
PYPL PAYPAL HLDGS INC COM 0.2%
Value ($000) $2,763 Shares 23,896 Est. Cost $119.66 Unrealized +11.0%
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $2,718 Shares 35,586 Est. Cost $87.96 Unrealized
VWO VANGUARD FTSE EMERGING MARKET 0.2%
Value ($000) $2,644 Shares 57,331 Est. Cost $39.88 Unrealized
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,517 Shares 8,790 Est. Cost $55.81 Unrealized +345.2%
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2,491 Shares 40,000 Est. Cost $53.07 Unrealized
BEN FRANKLIN RESOURCES INC 0.2%
Value ($000) $2,380 Shares 85,259 Est. Cost $22.76 Unrealized +9.3%
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.2%
Value ($000) $2,344 Shares 47,100 Est. Cost $37.01 Unrealized
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $2,295 Shares 9,282 Est. Cost $107.26 Unrealized +112.4%
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $2,201 Shares 11,675 Est. Cost $79.75 Unrealized +138.6%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2,195 Shares 16,888 Est. Cost $116.96 Unrealized -4.2%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $2,123 Shares 36,866 Est. Cost $51.48 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $2,117 Shares 21,370 Est. Cost $65.33 Unrealized
UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $2,071 Shares 4,062 Est. Cost $506.17 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,915 Shares 31,615 Est. Cost $44.63 Unrealized +41.7%
ADOBE INC 0.1%
Value ($000) $1,876 Shares 4,118 Est. Cost $103.24 Unrealized
NUTRIEN LTD 0.1%
Value ($000) $1,871 Shares 18,000 Est. Cost $48.14 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,745 Shares 33,720 Est. Cost $19.83 Unrealized +114.2%
COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $1,646 Shares 2,860 Est. Cost $575.52 Unrealized
LIVENT CORP. 0.1%
Value ($000) $1,610 Shares 61,765 Est. Cost $9.85 Unrealized
MASTERCARD INC CL A 0.1%
Value ($000) $1,570 Shares 4,394 Est. Cost $327.08 Unrealized
DHR DANAHER CORP COM 0.1%
Value ($000) $1,560 Shares 5,320 Est. Cost $77.26 Unrealized +218.1%
RBLX ROBLOX CORP. 0.1%
Value ($000) $1,415 Shares 30,610 Est. Cost $78.64 Unrealized -23.3%
V VISA INC COM CL A 0.1%
Value ($000) $1,402 Shares 6,322 Est. Cost $156.49 Unrealized +34.2%
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $1,303 Shares 6,446 Est. Cost $63.20 Unrealized +237.6%
CDK GLOBAL INC 0.1%
Value ($000) $1,289 Shares 26,494 Est. Cost $41.19 Unrealized
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $1,280 Shares 20,000 Est. Cost $45.60 Unrealized
FERGUSON PLC 0.1%
Value ($000) $1,269 Shares 9,468 Est. Cost $120.09 Unrealized
KMPR KEMPER CORP 0.1%
Value ($000) $1,248 Shares 22,080 Est. Cost $76.71 Unrealized -27.7%
MS MORGAN STANLEY COM 0.1%
Value ($000) $1,216 Shares 13,915 Est. Cost $65.58 Unrealized +29.0%
ORGANON & Co. 0.1%
Value ($000) $1,180 Shares 33,797 Est. Cost $30.25 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1,178 Shares 6,300 Est. Cost $69.68 Unrealized +146.5%
EISAI CO, SPONSORED ADR 0.1%
Value ($000) $1,167 Shares 25,000 Est. Cost $49.87 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $1,139 Shares 13,611 Est. Cost $37.51 Unrealized +104.1%
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $1,131 Shares 11,000 Est. Cost $81.04 Unrealized
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $1,129 Shares 11,000 Est. Cost $59.91 Unrealized
NEXTERA ENERGY, INC. 0.1%
Value ($000) $1,080 Shares 12,760 Est. Cost $90.24 Unrealized
EATON CORP PLC 0.1%
Value ($000) $1,062 Shares 7,000 Est. Cost $70.06 Unrealized
STERICYCLE INC 0.1%
Value ($000) $1,048 Shares 17,799 Est. Cost $96.92 Unrealized
RICE ACQUISTION CORP II 14 W 0.1%
Value ($000) $1,039 Shares 103,900 Est. Cost $10.35 Unrealized
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1,035 Shares 15,000 Est. Cost $49.60 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $1,005 Shares 8,616 Est. Cost $70.42 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $911 Shares 91,500 Est. Cost $15.93 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $898 Shares 4,190 Est. Cost $74.94 Unrealized +136.4%
SUMO LOGIC, INC. 0.1%
Value ($000) $872 Shares 74,788 Est. Cost $17.26 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.1%
Value ($000) $860 Shares 4,107 Est. Cost $49.85 Unrealized +308.6%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $838 Shares 5,050 Est. Cost $120.76 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $813 Shares 38,000 Est. Cost $13.75 Unrealized +40.7%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $803 Shares 19,408 Est. Cost $32.05 Unrealized
TRUIST FINANCIAL CORP 0.1%
Value ($000) $787 Shares 13,894 Est. Cost $56.32 Unrealized
MRVL MARVELL TECHNOLOGY, INC. 0.1%
Value ($000) $758 Shares 10,573 Est. Cost $73.44 Unrealized -3.5%
QURATE RETAIL INC 0.1%
Value ($000) $752 Shares 158,139 Est. Cost $25.17 Unrealized
KO COCA-COLA CO COM 0.1%
Value ($000) $744 Shares 12,007 Est. Cost $45.84 Unrealized +17.9%
BA BOEING CO COM 0.0%
Value ($000) $693 Shares 3,620 Est. Cost $192.39 Unrealized +4.3%
IQVIA HOLDINGS INC 0.0%
Value ($000) $693 Shares 3,000 Est. Cost $98.00 Unrealized
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $682 Shares 13,392 Est. Cost $43.14 Unrealized -3.8%
IVE ISHARES S&P 500 VALUE INDEX ET 0.0%
Value ($000) $677 Shares 4,350 Est. Cost $109.28 Unrealized
CAMBRIDGE BANCORP COM 0.0%
Value ($000) $675 Shares 7,950 Est. Cost $47.83 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $666 Shares 2,927 Est. Cost $106.39 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $632 Shares 17,181 Est. Cost $33.70 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $608 Shares 7,800 Est. Cost $85.28 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $605 Shares 5,982 Est. Cost $46.27 Unrealized +98.8%
LIBERTY BRAVES GROUP-C 0.0%
Value ($000) $604 Shares 21,646 Est. Cost $16.63 Unrealized
CRM SALESFORCE,INC. 0.0%
Value ($000) $598 Shares 2,821 Est. Cost $134.20 Unrealized +58.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $595 Shares 1,400 Est. Cost $30.49 Unrealized +207.9%
LKQ LKQ CORP COM 0.0%
Value ($000) $590 Shares 13,000 Est. Cost $29.58 Unrealized +56.2%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $574 Shares 3,545 Est. Cost $91.49 Unrealized +89.2%
SVB FINL GROUP 0.0%
Value ($000) $515 Shares 922 Est. Cost $240.10 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $509 Shares 5,805 Est. Cost $28.75 Unrealized +165.2%
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $505 Shares 1,855 Est. Cost $237.50 Unrealized +18.8%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $479 Shares 2,600 Est. Cost $60.41 Unrealized +188.2%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value ($000) $407 Shares 1,469 Est. Cost $142.50 Unrealized
LIONS GATE ENTERTAINMENT CORP 0.0%
Value ($000) $399 Shares 26,567 Est. Cost $19.21 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $379 Shares 2,070 Est. Cost $160.43 Unrealized -2.0%
WMT WALMART STORES INC COM 0.0%
Value ($000) $372 Shares 2,500 Est. Cost $33.96 Unrealized +31.3%
DE DEERE & CO COM 0.0%
Value ($000) $357 Shares 860 Est. Cost $232.12 Unrealized +56.4%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $356 Shares 2,372 Est. Cost $110.25 Unrealized +27.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $340 Shares 2,000 Est. Cost $93.00 Unrealized +59.8%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $339 Shares 1,329 Est. Cost $190.41 Unrealized
INSULET CORPORATION 0.0%
Value ($000) $339 Shares 1,275 Est. Cost $265.88 Unrealized
AXALTA COATING SYSTEMS LTD SH 0.0%
Value ($000) $338 Shares 13,755 Est. Cost $26.08 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $336 Shares 3,700 Est. Cost $47.14 Unrealized +82.3%
NKE NIKE INC CL B 0.0%
Value ($000) $325 Shares 2,420 Est. Cost $107.65 Unrealized +22.6%
SXI STANDEX INTL CORP 0.0%
Value ($000) $324 Shares 3,250 Est. Cost $71.26 Unrealized +47.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $323 Shares 7,000 Est. Cost $22.81 Unrealized +69.5%
GENPACT LIMITED 0.0%
Value ($000) $298 Shares 6,850 Est. Cost $36.50 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $298 Shares 3,855 Est. Cost $42.39 Unrealized +80.2%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $295 Shares 6,150 Est. Cost $44.24 Unrealized
COINBASE GLOBAL, Inc. CL A 0.0%
Value ($000) $295 Shares 1,556 Est. Cost $253.21 Unrealized
HON HONEYWELL INTERNATIONAL INC CO 0.0%
Value ($000) $286 Shares 1,470 Est. Cost $163.73 Unrealized +4.0%
TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $284 Shares 1,860 Est. Cost $82.52 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $280 Shares 1,000 Est. Cost $175.54 Unrealized +52.8%
EEM ISHARES MSCI EMERGING MKT INDE 0.0%
Value ($000) $276 Shares 6,125 Est. Cost $46.46 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $272 Shares 2,438 Est. Cost $66.72 Unrealized +33.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $253 Shares 1,855 Est. Cost $99.29 Unrealized +10.5%
REDFIN CORP. 0.0%
Value ($000) $248 Shares 13,777 Est. Cost $21.16 Unrealized
ENPH ENPHASE ENERGY, INC. 0.0%
Value ($000) $242 Shares 1,200 Est. Cost $208.64 Unrealized -24.7%
MDLZ MONDELEZ INTERNATIONAL INC COM 0.0%
Value ($000) $225 Shares 3,590 Est. Cost $55.78 Unrealized +5.2%
HILLENBRAND INC COM 0.0%
Value ($000) $220 Shares 5,000 Est. Cost $47.60 Unrealized
NOC NORTHRUP GRUMMAN CORP. 0.0%
Value ($000) $220 Shares 492 Est. Cost $387.65 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $219 Shares 825 Est. Cost $214.58 Unrealized +12.3%
MRC GLOBAL INC 0.0%
Value ($000) $214 Shares 18,000 Est. Cost $20.75 Unrealized
DROPBOX INC. CL A 0.0%
Value ($000) $205 Shares 8,836 Est. Cost $26.60 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $200 Shares 830 Est. Cost $203.29 Unrealized 0.0%
MARQETA INC. CL A 0.0%
Value ($000) $156 Shares 14,184 Est. Cost $17.13 Unrealized
SIEMENS GAMESA RENEWABLE ENERG 0.0%
Value ($000) $60 Shares 17,000 Est. Cost $2.98 Unrealized