S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 9, 2022

Total Value ($000): $1,189,475 (100.0% shares, 0.0% debt)

Holdings (187)

CHD CHURCH AND DWIGHT CO INC 5.2%
Value ($000) $61,379 Shares 662,413 Est. Cost $35.18 Unrealized +157.1%
AAPL APPLE INC 4.9%
Value ($000) $58,149 Shares 425,318 Est. Cost $92.93 Unrealized +59.9%
MOSAIC CO COM 4.7%
Value ($000) $56,188 Shares 1,189,669 Est. Cost $31.91 Unrealized
PIONEER NATURAL RESOURCES CO C 4.2%
Value ($000) $50,055 Shares 224,384 Est. Cost $135.85 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B (N 3.9%
Value ($000) $45,964 Shares 168,355 Est. Cost $110.02 Unrealized +185.1%
ADP AUTOMATIC DATA PROCESSING INC 3.8%
Value ($000) $45,421 Shares 216,254 Est. Cost $45.75 Unrealized +342.6%
LBRDK LIBERTY BROADBAND SER C 3.2%
Value ($000) $38,036 Shares 328,921 Est. Cost $85.28 Unrealized +33.8%
ECL ECOLAB INC 3.1%
Value ($000) $37,290 Shares 242,525 Est. Cost $76.79 Unrealized +107.1%
MSFT MICROSOFT CORP 3.1%
Value ($000) $36,422 Shares 141,815 Est. Cost $68.89 Unrealized +282.4%
MERCK & CO INC 3.1%
Value ($000) $36,407 Shares 399,337 Est. Cost $48.18 Unrealized
JNJ JOHNSON & JOHNSON 2.9%
Value ($000) $34,085 Shares 192,022 Est. Cost $62.99 Unrealized +153.9%
BMY BRISTOL MYERS SQUIBB 2.6%
Value ($000) $30,842 Shares 400,548 Est. Cost $40.02 Unrealized +62.3%
ABT ABBOTT LABS 2.4%
Value ($000) $29,055 Shares 267,425 Est. Cost $29.25 Unrealized +262.7%
ARCHAEA ENERGY INC. CL A 2.2%
Value ($000) $25,862 Shares 1,665,297 Est. Cost $18.90 Unrealized
LIBERTY MEDIA CORP- LIBERTY SI 2.1%
Value ($000) $24,513 Shares 679,990 Est. Cost $31.90 Unrealized
APD AIR PRODUCTS & CHEMICALS INC C 1.9%
Value ($000) $22,470 Shares 93,442 Est. Cost $63.74 Unrealized +246.6%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value ($000) $22,134 Shares 40,742 Est. Cost $104.06 Unrealized +423.5%
CAT CATERPILLAR INC COM 1.8%
Value ($000) $21,512 Shares 120,342 Est. Cost $62.34 Unrealized +216.5%
PEP PEPSICO INC 1.7%
Value ($000) $20,632 Shares 123,798 Est. Cost $62.67 Unrealized +139.0%
GOOG ALPHABET INC CLASS C 1.7%
Value ($000) $19,853 Shares 9,076 Est. Cost $42.14 Unrealized +178.3%
LILA LIBERTY LATIN AMERICA LTD CL A 1.6%
Value ($000) $19,200 Shares 2,461,555 Est. Cost $15.09 Unrealized -39.2%
MEDTRONIC PLC 1.5%
Value ($000) $17,845 Shares 198,840 Est. Cost $77.99 Unrealized
EXXON MOBIL CORP COM 1.5%
Value ($000) $17,781 Shares 207,631 Est. Cost $89.39 Unrealized
FUL HB FULLER CO 1.5%
Value ($000) $17,531 Shares 291,178 Est. Cost $37.21 Unrealized +71.6%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $15,627 Shares 73,271 Est. Cost $82.24 Unrealized +153.9%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $14,439 Shares 6,626 Est. Cost $56.55 Unrealized +106.6%
SPDR GOLD TRUST 1.1%
Value ($000) $13,586 Shares 80,650 Est. Cost $151.74 Unrealized
CCJ CAMECO CORP 1.1%
Value ($000) $13,523 Shares 643,376 Est. Cost $9.84 Unrealized +154.0%
PROSUS NV - SPONSORED ADR 0.9%
Value ($000) $11,141 Shares 852,842 Est. Cost $16.38 Unrealized
LIBERTY GLOBAL PLC- C 0.9%
Value ($000) $10,428 Shares 472,100 Est. Cost $29.88 Unrealized
LBRDA LIBERTY BROADBAND SER A 0.8%
Value ($000) $10,072 Shares 88,703 Est. Cost $46.83 Unrealized +135.2%
CHTR CHARTER COMMUNICATIONS INC 0.7%
Value ($000) $8,536 Shares 18,219 Est. Cost $344.62 Unrealized +41.5%
LINDE PLC 0.7%
Value ($000) $8,243 Shares 28,671 Est. Cost $196.13 Unrealized
CISCO SYSTEMS INC COM 0.7%
Value ($000) $7,917 Shares 185,687 Est. Cost $24.51 Unrealized
LIBERTY FORMULA ONE SER C 0.7%
Value ($000) $7,748 Shares 122,078 Est. Cost $18.97 Unrealized
3M COMPANY COM 0.6%
Value ($000) $7,265 Shares 56,140 Est. Cost $117.67 Unrealized
LIBERTY SIRIUSXM GROUP 0.6%
Value ($000) $7,249 Shares 201,138 Est. Cost $33.45 Unrealized
APO APOLLO ASSET MANAGEMENT INC. 0.6%
Value ($000) $6,984 Shares 144,064 Est. Cost $61.02 Unrealized -16.7%
RPRX ROYALTY PHARMA PLC CL A 0.6%
Value ($000) $6,722 Shares 159,915 Est. Cost $40.39 Unrealized +1.5%
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.5%
Value ($000) $6,485 Shares 308,107 Est. Cost $25.93 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $6,333 Shares 169,937 Est. Cost $9.78 Unrealized +316.2%
ABNB AIRBNB INC A (QSBS STOCK) 0.5%
Value ($000) $6,178 Shares 69,355 Est. Cost $156.09 Unrealized -16.6%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $6,049 Shares 41,783 Est. Cost $71.37 Unrealized +100.0%
HD HOME DEPOT INC COM 0.5%
Value ($000) $5,788 Shares 21,106 Est. Cost $97.55 Unrealized +175.8%
LIBERTY LATIN AMERICA LTD 0.5%
Value ($000) $5,477 Shares 703,126 Est. Cost $10.25 Unrealized
ROL ROLLINS INC COM 0.5%
Value ($000) $5,477 Shares 156,847 Est. Cost $19.49 Unrealized +68.2%
INTC INTEL CORP 0.5%
Value ($000) $5,366 Shares 143,451 Est. Cost $19.90 Unrealized +104.1%
AFL AFLAC INC COM 0.4%
Value ($000) $5,113 Shares 92,425 Est. Cost $29.41 Unrealized +84.9%
PURE STORAGE, INC. 0.4%
Value ($000) $4,895 Shares 190,420 Est. Cost $18.96 Unrealized
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $4,726 Shares 9,569 Est. Cost $31.43 Unrealized +182.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.4%
Value ($000) $4,613 Shares 68,365 Est. Cost $55.15 Unrealized +30.7%
ALKERMES PLC 0.4%
Value ($000) $4,557 Shares 153,000 Est. Cost $20.40 Unrealized
LIBERTY MEDIA CORP- LIBERTY FO 0.4%
Value ($000) $4,479 Shares 77,268 Est. Cost $23.13 Unrealized
WEC ENERGY GROUP INC COM 0.4%
Value ($000) $4,452 Shares 44,237 Est. Cost $44.98 Unrealized
CHUBB LIMITED 0.3%
Value ($000) $4,142 Shares 21,074 Est. Cost $121.37 Unrealized
GLOBAL PAYMENTS INC. 0.3%
Value ($000) $3,949 Shares 35,699 Est. Cost $158.91 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $3,834 Shares 123,171 Est. Cost $14.55 Unrealized +125.1%
ADI ANALOG DEVICES INC COM 0.3%
Value ($000) $3,833 Shares 26,239 Est. Cost $111.91 Unrealized +31.9%
SYK STRYKER CORP. 0.3%
Value ($000) $3,788 Shares 19,045 Est. Cost $99.34 Unrealized +127.4%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $3,761 Shares 27,830 Est. Cost $63.31 Unrealized +81.3%
WORKDAY INC A 0.3%
Value ($000) $3,687 Shares 26,419 Est. Cost $120.90 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $3,488 Shares 24,316 Est. Cost $68.52 Unrealized
EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3,459 Shares 36,380 Est. Cost $110.93 Unrealized
C CITIGROUP INC COM NEW 0.3%
Value ($000) $3,449 Shares 75,003 Est. Cost $38.20 Unrealized +14.6%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $3,392 Shares 23,592 Est. Cost $87.66 Unrealized +56.6%
AMZN AMAZON.COM INC 0.3%
Value ($000) $3,153 Shares 29,687 Est. Cost $123.51 Unrealized +1.3%
META META PLATFORMS INC. CLASS A (F 0.3%
Value ($000) $3,152 Shares 19,549 Est. Cost $184.94 Unrealized +3.6%
FMC FMC CORP COM (NEW) 0.3%
Value ($000) $3,096 Shares 28,937 Est. Cost $36.54 Unrealized +192.5%
DENTSPLY SIRONA INC COM 0.3%
Value ($000) $3,063 Shares 85,747 Est. Cost $50.02 Unrealized
WFC WELLS FARGO & CO 0.3%
Value ($000) $3,020 Shares 77,124 Est. Cost $27.55 Unrealized +45.0%
GE GENERAL ELEC CO 0.3%
Value ($000) $3,020 Shares 47,441 Est. Cost $62.95 Unrealized -24.4%
WAT WATERS CORP COM 0.2%
Value ($000) $2,970 Shares 8,975 Est. Cost $96.87 Unrealized +227.7%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $2,833 Shares 8,740 Est. Cost $55.81 Unrealized +421.2%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $2,792 Shares 24,799 Est. Cost $93.61 Unrealized +20.7%
TE CONNECTIVITY LTD 0.2%
Value ($000) $2,687 Shares 23,753 Est. Cost $65.37 Unrealized
AKAMAI TECHNOLOGIES 0.2%
Value ($000) $2,622 Shares 28,713 Est. Cost $96.43 Unrealized
DIS WALT DISNEY COMPANY 0.2%
Value ($000) $2,562 Shares 27,147 Est. Cost $116.68 Unrealized -7.1%
T AT&T INC 0.2%
Value ($000) $2,398 Shares 114,452 Est. Cost $15.70 Unrealized +3.8%
VWO VANGUARD FTSE EMERGING MARKET 0.2%
Value ($000) $2,388 Shares 57,336 Est. Cost $39.88 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2,384 Shares 16,888 Est. Cost $116.96 Unrealized +0.5%
BIO-TECHNE CORPORATION 0.2%
Value ($000) $2,260 Shares 6,520 Est. Cost $189.56 Unrealized
VANECK GOLD MINERS ETF 0.2%
Value ($000) $2,257 Shares 82,451 Est. Cost $27.75 Unrealized
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $2,207 Shares 8,942 Est. Cost $107.26 Unrealized +111.0%
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $2,147 Shares 35,586 Est. Cost $87.96 Unrealized
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2,112 Shares 40,000 Est. Cost $53.07 Unrealized
AGCO AGCO CORP COM 0.2%
Value ($000) $2,107 Shares 21,349 Est. Cost $42.81 Unrealized +157.0%
UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,086 Shares 4,062 Est. Cost $506.17 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $2,073 Shares 27,480 Est. Cost $32.94 Unrealized +87.7%
RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2,054 Shares 21,378 Est. Cost $65.33 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $2,005 Shares 11,665 Est. Cost $79.75 Unrealized +109.1%
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $1,987 Shares 85,261 Est. Cost $22.76 Unrealized -7.5%
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.2%
Value ($000) $1,959 Shares 47,100 Est. Cost $37.01 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.2%
Value ($000) $1,832 Shares 36,686 Est. Cost $51.48 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $1,788 Shares 34,120 Est. Cost $20.09 Unrealized +109.1%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $1,771 Shares 31,725 Est. Cost $44.63 Unrealized +28.7%
OKTA OKTA, INC. 0.1%
Value ($000) $1,719 Shares 19,025 Est. Cost $40.18 Unrealized +168.7%
EXPEDIA GROUP INC COM 0.1%
Value ($000) $1,660 Shares 17,515 Est. Cost $131.89 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1,604 Shares 22,970 Est. Cost $119.66 Unrealized -27.7%
ADOBE INC 0.1%
Value ($000) $1,507 Shares 4,118 Est. Cost $103.24 Unrealized
NUTRIEN LTD 0.1%
Value ($000) $1,434 Shares 18,000 Est. Cost $48.14 Unrealized
LIVENT CORP. 0.1%
Value ($000) $1,397 Shares 61,612 Est. Cost $9.85 Unrealized
MASTERCARD INC CL A 0.1%
Value ($000) $1,390 Shares 4,408 Est. Cost $327.08 Unrealized
COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $1,376 Shares 2,873 Est. Cost $575.52 Unrealized
DHR DANAHER CORP COM 0.1%
Value ($000) $1,348 Shares 5,320 Est. Cost $77.26 Unrealized +192.8%
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $1,248 Shares 20,000 Est. Cost $45.60 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1,237 Shares 6,286 Est. Cost $156.49 Unrealized +28.5%
CDK GLOBAL INC 0.1%
Value ($000) $1,185 Shares 21,652 Est. Cost $41.19 Unrealized
EISAI CO, SPONSORED ADR 0.1%
Value ($000) $1,109 Shares 26,325 Est. Cost $49.48 Unrealized
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $1,089 Shares 6,238 Est. Cost $63.20 Unrealized +184.1%
MS MORGAN STANLEY COM 0.1%
Value ($000) $1,058 Shares 13,917 Est. Cost $65.58 Unrealized +10.4%
KMPR KEMPER CORP 0.1%
Value ($000) $1,057 Shares 22,080 Est. Cost $76.71 Unrealized -34.7%
FERGUSON PLC 0.1%
Value ($000) $1,048 Shares 9,468 Est. Cost $120.09 Unrealized
RICE ACQUISTION CORP II 14 W 0.1%
Value ($000) $1,023 Shares 103,900 Est. Cost $10.35 Unrealized
RBLX ROBLOX CORP. 0.1%
Value ($000) $1,005 Shares 30,610 Est. Cost $78.64 Unrealized -57.3%
NEXTERA ENERGY, INC. 0.1%
Value ($000) $996 Shares 12,860 Est. Cost $90.24 Unrealized
ORGANON & Co. 0.1%
Value ($000) $973 Shares 28,854 Est. Cost $30.25 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $970 Shares 8,616 Est. Cost $70.42 Unrealized
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $962 Shares 11,004 Est. Cost $81.04 Unrealized
FSLR FIRST SOLAR, INC. 0.1%
Value ($000) $927 Shares 13,611 Est. Cost $37.51 Unrealized +89.7%
EATON CORP PLC 0.1%
Value ($000) $918 Shares 7,290 Est. Cost $72.28 Unrealized
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $917 Shares 15,000 Est. Cost $49.60 Unrealized
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $899 Shares 11,000 Est. Cost $59.91 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $873 Shares 6,300 Est. Cost $69.68 Unrealized +126.1%
KO COCA-COLA CO COM 0.1%
Value ($000) $766 Shares 12,183 Est. Cost $46.00 Unrealized +23.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $761 Shares 4,170 Est. Cost $74.94 Unrealized +104.6%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $732 Shares 5,050 Est. Cost $120.76 Unrealized
NWL NEWELL BRANDS INC 0.1%
Value ($000) $723 Shares 38,014 Est. Cost $13.75 Unrealized +30.6%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $689 Shares 13,590 Est. Cost $43.10 Unrealized -6.9%
TRUIST FINANCIAL CORP 0.1%
Value ($000) $658 Shares 13,894 Est. Cost $56.32 Unrealized
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $657 Shares 7,950 Est. Cost $47.83 Unrealized
IQVIA HOLDINGS INC 0.1%
Value ($000) $650 Shares 3,000 Est. Cost $98.00 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $649 Shares 92,500 Est. Cost $15.84 Unrealized
LKQ LKQ CORP COM 0.1%
Value ($000) $638 Shares 13,000 Est. Cost $29.58 Unrealized +51.3%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $619 Shares 17,588 Est. Cost $32.05 Unrealized
IVE ISHARES S&P 500 VALUE INDEX ET 0.1%
Value ($000) $597 Shares 4,350 Est. Cost $109.28 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $589 Shares 17,174 Est. Cost $33.70 Unrealized
SUMO LOGIC, INC. 0.0%
Value ($000) $560 Shares 74,788 Est. Cost $17.26 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $543 Shares 2,882 Est. Cost $106.39 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $539 Shares 8,344 Est. Cost $83.93 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $520 Shares 5,760 Est. Cost $28.75 Unrealized +176.1%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $511 Shares 3,545 Est. Cost $91.49 Unrealized +62.8%
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $504 Shares 1,982 Est. Cost $237.56 Unrealized +0.4%
LIBERTY BRAVES GROUP-C 0.0%
Value ($000) $503 Shares 20,975 Est. Cost $16.63 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $494 Shares 3,620 Est. Cost $192.39 Unrealized -23.3%
STERICYCLE INC 0.0%
Value ($000) $492 Shares 11,230 Est. Cost $96.92 Unrealized
CRM SALESFORCE,INC. 0.0%
Value ($000) $466 Shares 2,829 Est. Cost $134.20 Unrealized +30.1%
MRVL MARVELL TECHNOLOGY, INC. 0.0%
Value ($000) $460 Shares 10,573 Est. Cost $73.44 Unrealized -24.0%
QURATE RETAIL INC 0.0%
Value ($000) $453 Shares 158,139 Est. Cost $25.17 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $448 Shares 1,200 Est. Cost $30.49 Unrealized +209.2%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $410 Shares 2,600 Est. Cost $60.41 Unrealized +140.9%
WBD WARNER BROS. DISCOVERY, INC. S 0.0%
Value ($000) $370 Shares 27,586 Est. Cost $18.55 Unrealized 0.0%
INSULET CORPORATION 0.0%
Value ($000) $365 Shares 1,677 Est. Cost $254.32 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $357 Shares 904 Est. Cost $240.10 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value ($000) $321 Shares 1,469 Est. Cost $142.50 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $318 Shares 2,072 Est. Cost $160.43 Unrealized -5.9%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $313 Shares 2,372 Est. Cost $110.25 Unrealized +27.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $310 Shares 2,000 Est. Cost $93.00 Unrealized +63.1%
AXALTA COATING SYSTEMS LTD SH 0.0%
Value ($000) $304 Shares 13,755 Est. Cost $26.08 Unrealized
WMT WALMART STORES INC COM 0.0%
Value ($000) $303 Shares 2,500 Est. Cost $33.96 Unrealized +29.7%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $293 Shares 7,006 Est. Cost $22.81 Unrealized +72.3%
GENPACT LIMITED 0.0%
Value ($000) $290 Shares 6,850 Est. Cost $36.50 Unrealized
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $284 Shares 3,827 Est. Cost $74.21 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $282 Shares 3,700 Est. Cost $47.14 Unrealized +49.3%
SXI STANDEX INTL CORP 0.0%
Value ($000) $275 Shares 3,250 Est. Cost $71.26 Unrealized +31.4%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $274 Shares 1,329 Est. Cost $190.41 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $261 Shares 2,438 Est. Cost $66.72 Unrealized +42.9%
DE DEERE & CO COM 0.0%
Value ($000) $257 Shares 860 Est. Cost $232.12 Unrealized +50.6%
HON HONEYWELL INTERNATIONAL INC CO 0.0%
Value ($000) $255 Shares 1,472 Est. Cost $163.73 Unrealized +1.6%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $250 Shares 6,150 Est. Cost $44.24 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $247 Shares 2,420 Est. Cost $107.65 Unrealized +3.4%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $247 Shares 3,855 Est. Cost $42.39 Unrealized +56.7%
EEM ISHARES MSCI EMERGING MKT INDE 0.0%
Value ($000) $245 Shares 6,125 Est. Cost $46.46 Unrealized
TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $241 Shares 1,860 Est. Cost $82.52 Unrealized
NOC NORTHRUP GRUMMAN CORP. 0.0%
Value ($000) $235 Shares 492 Est. Cost $387.65 Unrealized +11.6%
ENPH ENPHASE ENERGY, INC. 0.0%
Value ($000) $234 Shares 1,200 Est. Cost $208.64 Unrealized -13.4%
MDLZ MONDELEZ INTERNATIONAL INC COM 0.0%
Value ($000) $230 Shares 3,710 Est. Cost $55.83 Unrealized +2.5%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $229 Shares 2,482 Est. Cost $46.27 Unrealized +85.7%
CI CIGNA CORP COM (NEW) 0.0%
Value ($000) $217 Shares 824 Est. Cost $241.40 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $211 Shares 1,855 Est. Cost $99.29 Unrealized +13.7%
FXI ISHARES FTSE/XINHUA CHINA 25 I 0.0%
Value ($000) $210 Shares 6,200 Est. Cost $33.87 Unrealized
HILLENBRAND INC COM 0.0%
Value ($000) $204 Shares 5,000 Est. Cost $47.60 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $203 Shares 825 Est. Cost $214.58 Unrealized +11.1%
AMGN AMGEN INC 0.0%
Value ($000) $202 Shares 834 Est. Cost $203.29 Unrealized +7.5%
CHARGEPOINT HOLDINGS, INC. CLA 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $13.60 Unrealized
MARQETA INC. CL A 0.0%
Value ($000) $115 Shares 14,184 Est. Cost $17.13 Unrealized
REDFIN CORP. 0.0%
Value ($000) $92 Shares 11,272 Est. Cost $21.16 Unrealized
SIEMENS GAMESA RENEWABLE ENERG 0.0%
Value ($000) $74 Shares 20,000 Est. Cost $3.09 Unrealized