S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 7, 2023

Total Value ($000): $1,142 (100.0% shares, 0.0% debt)

Holdings (179)

CHD CHURCH AND DWIGHT CO INC 4.7%
Value ($000) $53 Shares 659,136 Est. Cost $35.18 Unrealized +110.1%
BRK/B BERKSHIRE HATHAWAY INC CL B (N 4.5%
Value ($000) $52 Shares 167,860 Est. Cost $110.02 Unrealized +169.9%
MOSAIC CO 4.5%
Value ($000) $52 Shares 1,176,183 Est. Cost $31.91 Unrealized
PIONEER NATURAL RESOURCES CO C 4.5%
Value ($000) $51 Shares 224,333 Est. Cost $135.85 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 4.4%
Value ($000) $51 Shares 211,563 Est. Cost $45.75 Unrealized +400.5%
AAPL APPLE INC 4.4%
Value ($000) $50 Shares 385,981 Est. Cost $92.93 Unrealized +51.4%
MERCK & CO INC 3.9%
Value ($000) $44 Shares 398,627 Est. Cost $48.18 Unrealized
ECL ECOLAB INC 3.0%
Value ($000) $35 Shares 238,955 Est. Cost $76.79 Unrealized +84.7%
JNJ JOHNSON & JOHNSON 3.0%
Value ($000) $34 Shares 191,747 Est. Cost $62.99 Unrealized +149.3%
MSFT MICROSOFT CORP 2.9%
Value ($000) $34 Shares 139,927 Est. Cost $68.89 Unrealized +239.7%
ABT ABBOTT LABS 2.6%
Value ($000) $29 Shares 267,179 Est. Cost $29.25 Unrealized +233.7%
CAT CATERPILLAR INC COM 2.5%
Value ($000) $29 Shares 119,712 Est. Cost $62.34 Unrealized +231.4%
BMY BRISTOL MYERS SQUIBB 2.5%
Value ($000) $29 Shares 398,414 Est. Cost $40.02 Unrealized +63.0%
APD AIR PRODUCTS & CHEMICALS INC C 2.5%
Value ($000) $28 Shares 91,112 Est. Cost $63.74 Unrealized +307.1%
LIBERTY MEDIA CORP- LIBERTY SI 2.3%
Value ($000) $27 Shares 681,209 Est. Cost $31.90 Unrealized
LBRDK LIBERTY BROADBAND SER C 2.0%
Value ($000) $23 Shares 305,847 Est. Cost $85.28 Unrealized -10.7%
EXXON MOBIL CORP 2.0%
Value ($000) $23 Shares 204,286 Est. Cost $89.39 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $22 Shares 40,712 Est. Cost $104.06 Unrealized +404.5%
PEP PEPSICO INC 2.0%
Value ($000) $22 Shares 123,766 Est. Cost $62.67 Unrealized +156.7%
FUL HB FULLER CO 1.8%
Value ($000) $21 Shares 291,178 Est. Cost $37.21 Unrealized +86.0%
GOOG ALPHABET INC CLASS C 1.4%
Value ($000) $16 Shares 180,040 Est. Cost $107.39 Unrealized -11.8%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $15 Shares 73,271 Est. Cost $82.24 Unrealized +131.2%
MEDTRONIC PLC 1.3%
Value ($000) $15 Shares 189,522 Est. Cost $77.99 Unrealized
CCJ CAMECO CORP 1.3%
Value ($000) $15 Shares 647,326 Est. Cost $9.84 Unrealized +137.1%
LIBERTY LATIN AMERICA LTD CL A 1.2%
Value ($000) $14 Shares 1,882,390 Est. Cost $0.01 Unrealized
SPDR GOLD TRUST 1.2%
Value ($000) $14 Shares 80,650 Est. Cost $151.74 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value ($000) $12 Shares 132,546 Est. Cost $107.38 Unrealized -12.2%
PROSUS NV - SPONSORED ADR 1.0%
Value ($000) $12 Shares 838,664 Est. Cost $15.87 Unrealized
LINDE PLC 0.8%
Value ($000) $9 Shares 28,424 Est. Cost $196.13 Unrealized
CISCO SYSTEMS INC COM 0.8%
Value ($000) $9 Shares 185,687 Est. Cost $24.51 Unrealized
LIBERTY GLOBAL PLC 0.8%
Value ($000) $9 Shares 447,345 Est. Cost $0.02 Unrealized
APO APOLLO ASSET MANAGEMENT INC. 0.7%
Value ($000) $8 Shares 124,064 Est. Cost $61.02 Unrealized -7.8%
LIBERTY SIRIUSXM GROUP 0.7%
Value ($000) $8 Shares 201,073 Est. Cost $33.45 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $8 Shares 168,737 Est. Cost $9.78 Unrealized +342.7%
CVX CHEVRON CORP NEW COM 0.7%
Value ($000) $7 Shares 41,735 Est. Cost $71.37 Unrealized +114.7%
LIBERTY FORMULA ONE SER C 0.6%
Value ($000) $7 Shares 121,948 Est. Cost $18.97 Unrealized
LBRDA LIBERTY BROADBAND SER A 0.6%
Value ($000) $7 Shares 88,678 Est. Cost $46.83 Unrealized +62.9%
HD HOME DEPOT INC COM 0.6%
Value ($000) $7 Shares 21,106 Est. Cost $97.55 Unrealized +188.3%
AFL AFLAC INC COM 0.6%
Value ($000) $7 Shares 92,390 Est. Cost $29.41 Unrealized +112.5%
3M COMPANY COM 0.6%
Value ($000) $7 Shares 55,295 Est. Cost $117.67 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.6%
Value ($000) $7 Shares 19,396 Est. Cost $345.73 Unrealized +1.6%
RPRX ROYALTY PHARMA PLC CL A 0.6%
Value ($000) $6 Shares 159,915 Est. Cost $40.39 Unrealized +3.3%
ABNB AIRBNB INC A 0.5%
Value ($000) $6 Shares 69,355 Est. Cost $156.09 Unrealized -35.3%
ROL ROLLINS INC COM 0.5%
Value ($000) $6 Shares 156,847 Est. Cost $19.49 Unrealized +91.4%
LIBERTY LATIN AMERICA LTD 0.5%
Value ($000) $5 Shares 702,089 Est. Cost $10.25 Unrealized
LIBERTY GLOBAL PLC 0.5%
Value ($000) $5 Shares 278,432 Est. Cost $0.02 Unrealized
PURE STORAGE, INC. 0.4%
Value ($000) $5 Shares 190,420 Est. Cost $18.96 Unrealized
AKAMAI TECHNOLOGIES 0.4%
Value ($000) $5 Shares 56,328 Est. Cost $87.91 Unrealized
SYK STRYKER CORP. 0.4%
Value ($000) $5 Shares 19,045 Est. Cost $99.34 Unrealized +121.2%
CHUBB LIMITED 0.4%
Value ($000) $5 Shares 20,504 Est. Cost $121.37 Unrealized
WORKDAY INC A 0.4%
Value ($000) $4 Shares 26,419 Est. Cost $120.90 Unrealized
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $4 Shares 26,239 Est. Cost $111.91 Unrealized +32.0%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $4 Shares 49,941 Est. Cost $61.96 Unrealized -21.9%
WEC ENERGY GROUP INC COM 0.4%
Value ($000) $4 Shares 44,237 Est. Cost $44.98 Unrealized
LIBERTY MEDIA CORP- LIBERTY FO 0.4%
Value ($000) $4 Shares 77,128 Est. Cost $23.13 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $4 Shares 123,171 Est. Cost $14.55 Unrealized +118.0%
PANW PALO ALTO NETWORKS INC 0.4%
Value ($000) $4 Shares 28,707 Est. Cost $68.21 Unrealized +17.7%
ALKERMES PLC 0.3%
Value ($000) $4 Shares 153,000 Est. Cost $20.40 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.3%
Value ($000) $4 Shares 66,805 Est. Cost $55.15 Unrealized +1.0%
INTC INTEL CORP 0.3%
Value ($000) $4 Shares 143,451 Est. Cost $19.90 Unrealized +33.9%
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $4 Shares 27,830 Est. Cost $63.31 Unrealized +78.1%
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $4 Shares 24,316 Est. Cost $68.52 Unrealized
FMC FMC CORP COM (NEW) 0.3%
Value ($000) $4 Shares 28,902 Est. Cost $36.54 Unrealized +196.4%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $4 Shares 23,592 Est. Cost $87.66 Unrealized +48.1%
JP MORGAN CHASE & CO 0.3%
Value ($000) $3 Shares 24,799 Est. Cost $0.13 Unrealized
C CITIGROUP INC COM NEW 0.3%
Value ($000) $3 Shares 71,428 Est. Cost $38.20 Unrealized +6.2%
LLY ELI LILLY & CO COM 0.3%
Value ($000) $3 Shares 8,645 Est. Cost $55.81 Unrealized +519.6%
WAT WATERS CORP COM 0.3%
Value ($000) $3 Shares 8,975 Est. Cost $96.87 Unrealized +226.6%
AGCO AGCO CORP COM 0.3%
Value ($000) $3 Shares 21,349 Est. Cost $42.81 Unrealized +160.9%
TE CONNECTIVITY LTD 0.2%
Value ($000) $3 Shares 24,193 Est. Cost $64.13 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $3 Shares 66,003 Est. Cost $27.55 Unrealized +48.2%
EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $3 Shares 36,380 Est. Cost $110.93 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $3 Shares 30,072 Est. Cost $123.25 Unrealized -19.9%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $3 Shares 31,725 Est. Cost $44.63 Unrealized +58.5%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2 Shares 16,888 Est. Cost $116.96 Unrealized +5.2%
VANECK GOLD MINERS ETF 0.2%
Value ($000) $2 Shares 82,412 Est. Cost $27.75 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $2 Shares 27,480 Est. Cost $32.94 Unrealized +121.4%
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $2 Shares 8,715 Est. Cost $107.26 Unrealized +128.6%
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2 Shares 40,000 Est. Cost $53.07 Unrealized
UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2 Shares 4,130 Est. Cost $497.84 Unrealized
BIO-TECHNE CORPORATION 0.2%
Value ($000) $2 Shares 26,080 Est. Cost $47.45 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2 Shares 21,378 Est. Cost $65.33 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $2 Shares 80,028 Est. Cost $22.76 Unrealized -8.0%
T AT&T INC 0.2%
Value ($000) $2 Shares 114,187 Est. Cost $15.70 Unrealized -3.8%
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $2 Shares 35,586 Est. Cost $87.96 Unrealized
FSLR FIRST SOLAR, INC. 0.2%
Value ($000) $2 Shares 13,611 Est. Cost $37.51 Unrealized +295.0%
VWO VANGUARD FTSE EMERGING MKTS ET 0.2%
Value ($000) $2 Shares 49,481 Est. Cost $39.88 Unrealized
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.2%
Value ($000) $2 Shares 47,100 Est. Cost $37.01 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $2 Shares 34,574 Est. Cost $20.09 Unrealized +100.1%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.2%
Value ($000) $2 Shares 35,124 Est. Cost $51.48 Unrealized
EISAI CO LTD SPONSORED ADR 0.2%
Value ($000) $2 Shares 26,325 Est. Cost $49.48 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.1%
Value ($000) $2 Shares 11,665 Est. Cost $79.75 Unrealized +79.6%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $2 Shares 22,069 Est. Cost $119.16 Unrealized -33.0%
MASTERCARD INC CL A 0.1%
Value ($000) $2 Shares 4,508 Est. Cost $319.83 Unrealized
EXPEDIA GROUP INC 0.1%
Value ($000) $2 Shares 17,513 Est. Cost $131.89 Unrealized
DHR DANAHER CORP COM 0.1%
Value ($000) $1 Shares 5,320 Est. Cost $77.26 Unrealized +195.3%
GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1 Shares 13,974 Est. Cost $157.43 Unrealized
ADOBE INC 0.1%
Value ($000) $1 Shares 4,118 Est. Cost $103.24 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1 Shares 6,432 Est. Cost $157.41 Unrealized +25.1%
NUTRIEN LTD 0.1%
Value ($000) $1 Shares 18,000 Est. Cost $48.14 Unrealized
COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $1 Shares 2,873 Est. Cost $575.52 Unrealized
OKTA OKTA, INC. 0.1%
Value ($000) $1 Shares 19,025 Est. Cost $40.18 Unrealized +42.1%
EATON CORP PLC 0.1%
Value ($000) $1 Shares 8,275 Est. Cost $65.06 Unrealized
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $1 Shares 20,000 Est. Cost $45.60 Unrealized
LIVENT CORP. 0.1%
Value ($000) $1 Shares 61,612 Est. Cost $9.85 Unrealized
FERGUSON PLC 0.1%
Value ($000) $1 Shares 9,468 Est. Cost $120.09 Unrealized
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $1 Shares 6,018 Est. Cost $63.20 Unrealized +197.7%
MS MORGAN STANLEY COM 0.1%
Value ($000) $1 Shares 13,915 Est. Cost $65.58 Unrealized +17.1%
KMPR KEMPER CORP 0.1%
Value ($000) $1 Shares 22,080 Est. Cost $76.71 Unrealized -34.4%
NEXTERA ENERGY, INC. 0.1%
Value ($000) $1 Shares 12,860 Est. Cost $90.24 Unrealized
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1 Shares 15,000 Est. Cost $49.60 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $1 Shares 8,616 Est. Cost $70.42 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $1 Shares 5,020 Est. Cost $184.35 Unrealized -11.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 6,386 Est. Cost $70.66 Unrealized +101.5%
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $1 Shares 11,000 Est. Cost $81.04 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $1 Shares 92,500 Est. Cost $15.84 Unrealized
RBLX ROBLOX CORP. 0.1%
Value ($000) $1 Shares 30,610 Est. Cost $78.64 Unrealized -55.3%
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $1 Shares 11,000 Est. Cost $59.91 Unrealized
KO COCA-COLA CO COM 0.1%
Value ($000) $1 Shares 12,183 Est. Cost $46.00 Unrealized +19.4%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $1 Shares 5,050 Est. Cost $120.76 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1 Shares 4,130 Est. Cost $74.94 Unrealized +97.5%
LIBERTY BRAVES GROUP 0.1%
Value ($000) $1 Shares 20,975 Est. Cost $16.63 Unrealized
META META PLATFORMS INC. CLASS A (F 0.1%
Value ($000) $1 Shares 5,529 Est. Cost $184.94 Unrealized -36.9%
CAMBRIDGE BANCORP COM 0.1%
Value ($000) $1 Shares 7,950 Est. Cost $47.83 Unrealized
IVE ISHARES S&P 500 VALUE INDEX ET 0.1%
Value ($000) $1 Shares 4,350 Est. Cost $109.28 Unrealized
CENTRAL SECURITIES CORP 0.1%
Value ($000) $1 Shares 18,751 Est. Cost $30.14 Unrealized
IQVIA HOLDINGS INC 0.1%
Value ($000) $1 Shares 3,000 Est. Cost $98.00 Unrealized
SUMO LOGIC, INC. 0.1%
Value ($000) $1 Shares 74,788 Est. Cost $17.26 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.1%
Value ($000) $1 Shares 5,760 Est. Cost $28.75 Unrealized +239.8%
LKQ LKQ CORP COM 0.1%
Value ($000) $1 Shares 11,200 Est. Cost $29.58 Unrealized +63.9%
TRUIST FINANCIAL CORP 0.1%
Value ($000) $1 Shares 13,894 Est. Cost $56.32 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1 Shares 17,174 Est. Cost $33.70 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $1 Shares 8,344 Est. Cost $83.93 Unrealized
STERICYCLE INC 0.0%
Value ($000) $1 Shares 11,230 Est. Cost $96.92 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $1 Shares 2,882 Est. Cost $106.39 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 1,200 Est. Cost $30.49 Unrealized +245.0%
INSULET CORPORATION 0.0%
Value ($000) $0 Shares 1,677 Est. Cost $254.32 Unrealized
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $0 Shares 1,982 Est. Cost $237.56 Unrealized -11.2%
INTU INTUIT, INC. 0.0%
Value ($000) $0 Shares 1,216 Est. Cost $422.10 Unrealized -7.9%
FRCB FIRST REPUBLIC BANK 0.0%
Value ($000) $0 Shares 3,545 Est. Cost $91.49 Unrealized +33.0%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $0 Shares 2,600 Est. Cost $60.41 Unrealized +130.5%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $0 Shares 2,372 Est. Cost $110.25 Unrealized +49.6%
MRVL MARVELL TECHNOLOGY, INC. 0.0%
Value ($000) $0 Shares 10,573 Est. Cost $73.44 Unrealized -45.1%
CRM SALESFORCE,INC. 0.0%
Value ($000) $0 Shares 2,821 Est. Cost $134.20 Unrealized +7.4%
SPDR S&P BIOTECH ETF 0.0%
Value ($000) $0 Shares 4,457 Est. Cost $64.23 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $0 Shares 860 Est. Cost $232.12 Unrealized +67.5%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $0 Shares 3,700 Est. Cost $47.14 Unrealized +85.7%
WMT WALMART STORES INC COM 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $33.96 Unrealized +34.4%
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $0 Shares 2,070 Est. Cost $160.43 Unrealized -5.3%
SXI STANDEX INTL CORP 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $71.26 Unrealized +37.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $93.00 Unrealized +67.7%
HON HONEYWELL INTERNATIONAL INC CO 0.0%
Value ($000) $0 Shares 1,522 Est. Cost $163.68 Unrealized +9.2%
GENPACT LIMITED 0.0%
Value ($000) $0 Shares 6,850 Est. Cost $36.50 Unrealized
ENPH ENPHASE ENERGY, INC. 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $208.64 Unrealized +39.5%
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value ($000) $0 Shares 1,469 Est. Cost $142.50 Unrealized
TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 1,860 Est. Cost $82.52 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $0 Shares 1,329 Est. Cost $190.41 Unrealized
ORGANON & CO 0.0%
Value ($000) $0 Shares 10,207 Est. Cost $30.25 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2,420 Est. Cost $107.65 Unrealized -11.5%
CI CIGNA CORP COM (NEW) 0.0%
Value ($000) $0 Shares 824 Est. Cost $241.40 Unrealized +23.8%
NOC NORTHRUP GRUMMAN CORP. 0.0%
Value ($000) $0 Shares 492 Est. Cost $387.65 Unrealized +27.7%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $0 Shares 6,150 Est. Cost $44.24 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $219.91 Unrealized +8.2%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $0 Shares 2,438 Est. Cost $66.72 Unrealized +27.1%
MDLZ MONDELEZ INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 3,715 Est. Cost $55.83 Unrealized +3.9%
SLB SCHLUMBERGER LTD NV COM 0.0%
Value ($000) $0 Shares 4,458 Est. Cost $46.08 Unrealized 0.0%
EEM ISHARES MSCI EMERGING MKT INDE 0.0%
Value ($000) $0 Shares 6,125 Est. Cost $46.46 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $0 Shares 2,482 Est. Cost $46.27 Unrealized +85.7%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 834 Est. Cost $242.73 Unrealized 0.0%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $0 Shares 1,855 Est. Cost $99.29 Unrealized +7.3%
HILLENBRAND INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $0.04 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 825 Est. Cost $223.22 Unrealized 0.0%
PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $0.08 Unrealized
SVB FINL GROUP 0.0%
Value ($000) $0 Shares 904 Est. Cost $240.10 Unrealized
DIS WALT DISNEY COMPANY 0.0%
Value ($000) $0 Shares 2,332 Est. Cost $116.68 Unrealized -19.9%
WBD WARNER BROS. DISCOVERY, INC. S 0.0%
Value ($000) $0 Shares 18,229 Est. Cost $18.55 Unrealized -39.1%
SIEMENS GAMESA RENEWABLE ENERG 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $3.09 Unrealized
FORGE GLOBAL HOLDINGS, INC. 0.0%
Value ($000) $0 Shares 29,569 Est. Cost $1.72 Unrealized
REDFIN CORP. 0.0%
Value ($000) $0 Shares 10,855 Est. Cost $21.16 Unrealized