S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 9, 2023

Total Value ($000): $1,178 (100.0% shares, 0.0% debt)

Holdings (180)

AAPL APPLE INC 5.3%
Value ($000) $63 Shares 381,983 Est. Cost $92.93 Unrealized +56.5%
CHD CHURCH AND DWIGHT CO INC 4.9%
Value ($000) $58 Shares 658,251 Est. Cost $35.18 Unrealized +129.3%
MOSAIC CO 4.6%
Value ($000) $54 Shares 1,178,438 Est. Cost $31.91 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B (N 4.4%
Value ($000) $52 Shares 167,105 Est. Cost $110.02 Unrealized +180.1%
ADP AUTOMATIC DATA PROCESSING INC 4.0%
Value ($000) $47 Shares 210,354 Est. Cost $45.75 Unrealized +362.2%
PIONEER NATURAL RESOURCES CO C 3.9%
Value ($000) $46 Shares 224,833 Est. Cost $135.85 Unrealized
MERCK & CO INC 3.6%
Value ($000) $42 Shares 398,627 Est. Cost $48.18 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $41 Shares 142,147 Est. Cost $71.71 Unrealized +247.9%
ECL ECOLAB INC 3.3%
Value ($000) $39 Shares 237,685 Est. Cost $76.79 Unrealized +96.6%
JNJ JOHNSON & JOHNSON 2.5%
Value ($000) $29 Shares 189,877 Est. Cost $62.99 Unrealized +134.8%
BMY BRISTOL MYERS SQUIBB 2.3%
Value ($000) $27 Shares 394,644 Est. Cost $40.02 Unrealized +53.7%
CAT CATERPILLAR INC COM 2.3%
Value ($000) $27 Shares 119,487 Est. Cost $62.34 Unrealized +269.9%
ABT ABBOTT LABS 2.3%
Value ($000) $27 Shares 267,179 Est. Cost $29.25 Unrealized +241.8%
APD AIR PRODUCTS & CHEMICALS INC C 2.2%
Value ($000) $26 Shares 91,112 Est. Cost $63.74 Unrealized +323.9%
LBRDK LIBERTY BROADBAND SER C 2.1%
Value ($000) $25 Shares 306,829 Est. Cost $85.28 Unrealized -5.2%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $23 Shares 39,957 Est. Cost $104.06 Unrealized +436.9%
EXXON MOBIL CORP 1.9%
Value ($000) $22 Shares 204,286 Est. Cost $89.39 Unrealized
PEP PEPSICO INC 1.9%
Value ($000) $22 Shares 122,876 Est. Cost $62.67 Unrealized +153.2%
FUL HB FULLER CO 1.7%
Value ($000) $20 Shares 290,798 Est. Cost $37.21 Unrealized +80.2%
LIBERTY MEDIA CORP- LIBERTY SI 1.7%
Value ($000) $20 Shares 697,419 Est. Cost $31.16 Unrealized
GOOG ALPHABET INC CLASS C 1.6%
Value ($000) $19 Shares 178,865 Est. Cost $107.39 Unrealized -10.8%
CCJ CAMECO CORP 1.4%
Value ($000) $17 Shares 650,541 Est. Cost $9.84 Unrealized +167.1%
LIBERTY LATIN AMERICA LTD CL A 1.3%
Value ($000) $16 Shares 1,893,440 Est. Cost $0.01 Unrealized
MEDTRONIC PLC 1.3%
Value ($000) $15 Shares 188,575 Est. Cost $77.99 Unrealized
SPDR GOLD TRUST 1.3%
Value ($000) $15 Shares 80,650 Est. Cost $151.74 Unrealized
UNP UNION PACIFIC CORP 1.2%
Value ($000) $15 Shares 73,071 Est. Cost $82.24 Unrealized +130.3%
GOOGL ALPHABET INC CAP STK CL A 1.2%
Value ($000) $14 Shares 134,131 Est. Cost $107.24 Unrealized -11.2%
PROSUS NV - SPONSORED ADR 1.1%
Value ($000) $13 Shares 826,734 Est. Cost $15.87 Unrealized
LIN LINDE PLC 0.8%
Value ($000) $10 Shares 27,789 Est. Cost $322.30 Unrealized 0.0%
CISCO SYSTEMS INC COM 0.8%
Value ($000) $10 Shares 185,687 Est. Cost $24.51 Unrealized
ABNB AIRBNB INC A 0.8%
Value ($000) $9 Shares 76,355 Est. Cost $152.25 Unrealized -25.0%
LIBERTY FORMULA ONE SER C 0.8%
Value ($000) $9 Shares 121,948 Est. Cost $18.97 Unrealized
LIBERTY GLOBAL PLC 0.8%
Value ($000) $9 Shares 437,385 Est. Cost $0.02 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $8 Shares 168,737 Est. Cost $9.78 Unrealized +381.8%
APO APOLLO ASSET MANAGEMENT INC. 0.7%
Value ($000) $8 Shares 124,064 Est. Cost $61.02 Unrealized +4.5%
LBRDA LIBERTY BROADBAND SER A 0.6%
Value ($000) $7 Shares 90,248 Est. Cost $47.42 Unrealized +70.5%
CHTR CHARTER COMMUNICATIONS INC 0.6%
Value ($000) $7 Shares 19,594 Est. Cost $346.01 Unrealized +8.0%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $7 Shares 41,735 Est. Cost $71.37 Unrealized +108.0%
HD HOME DEPOT INC COM 0.5%
Value ($000) $6 Shares 21,106 Est. Cost $97.55 Unrealized +191.8%
AMZN AMAZON.COM INC 0.5%
Value ($000) $6 Shares 59,142 Est. Cost $110.16 Unrealized -12.3%
AFL AFLAC INC COM 0.5%
Value ($000) $6 Shares 91,590 Est. Cost $29.41 Unrealized +118.6%
ROL ROLLINS INC COM 0.5%
Value ($000) $6 Shares 156,499 Est. Cost $19.49 Unrealized +78.3%
LIBERTY SIRIUSXM GROUP 0.5%
Value ($000) $6 Shares 207,138 Est. Cost $32.47 Unrealized
LIBERTY LATIN AMERICA LTD 0.5%
Value ($000) $6 Shares 697,674 Est. Cost $10.25 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $6 Shares 28,707 Est. Cost $68.21 Unrealized +24.2%
3M COMPANY COM 0.5%
Value ($000) $6 Shares 53,625 Est. Cost $117.67 Unrealized
RPRX ROYALTY PHARMA PLC CL A 0.5%
Value ($000) $6 Shares 152,930 Est. Cost $40.39 Unrealized -8.2%
LIBERTY GLOBAL PLC 0.5%
Value ($000) $6 Shares 282,212 Est. Cost $0.02 Unrealized
SYK STRYKER CORP. 0.5%
Value ($000) $5 Shares 19,045 Est. Cost $99.34 Unrealized +159.5%
WORKDAY INC A 0.5%
Value ($000) $5 Shares 26,036 Est. Cost $120.90 Unrealized
LIBERTY MEDIA CORP- LIBERTY FO 0.4%
Value ($000) $5 Shares 77,128 Est. Cost $23.13 Unrealized
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $5 Shares 26,239 Est. Cost $111.91 Unrealized +52.4%
PURE STORAGE, INC. 0.4%
Value ($000) $5 Shares 190,420 Est. Cost $18.96 Unrealized
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $5 Shares 49,941 Est. Cost $61.96 Unrealized +6.4%
INTC INTEL CORP 0.4%
Value ($000) $5 Shares 142,456 Est. Cost $19.90 Unrealized +38.3%
AKAMAI TECHNOLOGIES 0.4%
Value ($000) $5 Shares 59,313 Est. Cost $83.49 Unrealized
ALKERMES PLC 0.4%
Value ($000) $4 Shares 153,000 Est. Cost $20.40 Unrealized
WEC ENERGY GROUP INC COM 0.4%
Value ($000) $4 Shares 44,237 Est. Cost $44.98 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.3%
Value ($000) $4 Shares 66,805 Est. Cost $55.15 Unrealized +8.3%
CHUBB LIMITED 0.3%
Value ($000) $4 Shares 20,384 Est. Cost $121.37 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $4 Shares 24,316 Est. Cost $68.52 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.3%
Value ($000) $4 Shares 27,830 Est. Cost $63.31 Unrealized +83.6%
FMC FMC CORP COM (NEW) 0.3%
Value ($000) $4 Shares 28,902 Est. Cost $36.54 Unrealized +205.7%
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $4 Shares 23,592 Est. Cost $87.66 Unrealized +52.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $3 Shares 122,321 Est. Cost $14.55 Unrealized +110.2%
C CITIGROUP INC COM NEW 0.3%
Value ($000) $3 Shares 71,428 Est. Cost $38.20 Unrealized +15.9%
JP MORGAN CHASE & CO 0.3%
Value ($000) $3 Shares 24,799 Est. Cost $0.13 Unrealized
TE CONNECTIVITY LTD 0.3%
Value ($000) $3 Shares 23,903 Est. Cost $64.13 Unrealized
EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $3 Shares 36,380 Est. Cost $110.93 Unrealized
FSLR FIRST SOLAR, INC. 0.3%
Value ($000) $3 Shares 13,606 Est. Cost $37.51 Unrealized +386.7%
LLY ELI LILLY & CO COM 0.2%
Value ($000) $3 Shares 8,530 Est. Cost $55.81 Unrealized +491.1%
AGCO AGCO CORP COM 0.2%
Value ($000) $3 Shares 20,999 Est. Cost $42.81 Unrealized +186.6%
WAT WATERS CORP COM 0.2%
Value ($000) $3 Shares 8,975 Est. Cost $96.87 Unrealized +233.9%
VANECK GOLD MINERS ETF 0.2%
Value ($000) $3 Shares 81,212 Est. Cost $27.75 Unrealized
OKTA OKTA, INC. 0.2%
Value ($000) $3 Shares 29,925 Est. Cost $53.28 Unrealized +42.9%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $2 Shares 31,725 Est. Cost $44.63 Unrealized +69.5%
WFC WELLS FARGO & CO 0.2%
Value ($000) $2 Shares 66,003 Est. Cost $27.55 Unrealized +46.9%
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2 Shares 40,000 Est. Cost $53.07 Unrealized
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $2 Shares 8,715 Est. Cost $107.26 Unrealized +133.6%
VWO VANGUARD FTSE EMERGING MKTS ET 0.2%
Value ($000) $2 Shares 60,071 Est. Cost $32.86 Unrealized
GIS GENERAL MILLS INC COM 0.2%
Value ($000) $2 Shares 27,480 Est. Cost $32.94 Unrealized +118.4%
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $2 Shares 35,586 Est. Cost $87.96 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $2 Shares 16,888 Est. Cost $116.96 Unrealized +3.2%
T AT&T INC 0.2%
Value ($000) $2 Shares 114,187 Est. Cost $15.70 Unrealized +4.2%
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $2 Shares 80,028 Est. Cost $22.76 Unrealized +9.5%
BIO-TECHNE CORPORATION 0.2%
Value ($000) $2 Shares 26,350 Est. Cost $46.97 Unrealized
UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2 Shares 4,130 Est. Cost $497.84 Unrealized
RAYTHEON TECHNOLOGIES CORP 0.2%
Value ($000) $2 Shares 19,878 Est. Cost $65.33 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $2 Shares 11,665 Est. Cost $79.75 Unrealized +99.4%
EXPEDIA GROUP INC 0.1%
Value ($000) $2 Shares 17,513 Est. Cost $131.89 Unrealized
RBLX ROBLOX CORP. 0.1%
Value ($000) $2 Shares 37,510 Est. Cost $71.20 Unrealized -46.3%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $2 Shares 31,424 Est. Cost $51.48 Unrealized
MASTERCARD INC CL A 0.1%
Value ($000) $2 Shares 4,433 Est. Cost $319.83 Unrealized
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.1%
Value ($000) $2 Shares 45,100 Est. Cost $37.01 Unrealized
SPDR S&P BIOTECH ETF 0.1%
Value ($000) $2 Shares 20,872 Est. Cost $13.78 Unrealized
ADOBE INC 0.1%
Value ($000) $2 Shares 4,118 Est. Cost $103.24 Unrealized
LIVENT CORP. 0.1%
Value ($000) $2 Shares 71,382 Est. Cost $8.50 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $2 Shares 20,389 Est. Cost $119.16 Unrealized -35.5%
V VISA INC COM CL A 0.1%
Value ($000) $1 Shares 6,432 Est. Cost $157.41 Unrealized +38.4%
COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $1 Shares 2,858 Est. Cost $575.52 Unrealized
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
GE HEALTHCARE TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 16,623 Est. Cost $0.08 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 32,929 Est. Cost $20.09 Unrealized +82.0%
NUTRIEN LTD 0.1%
Value ($000) $1 Shares 18,000 Est. Cost $48.14 Unrealized
FERGUSON PLC 0.1%
Value ($000) $1 Shares 9,468 Est. Cost $120.09 Unrealized
MS MORGAN STANLEY COM 0.1%
Value ($000) $1 Shares 13,915 Est. Cost $65.58 Unrealized +29.3%
DHR DANAHER CORP COM 0.1%
Value ($000) $1 Shares 4,820 Est. Cost $77.26 Unrealized +190.0%
KMPR KEMPER CORP 0.1%
Value ($000) $1 Shares 22,080 Est. Cost $76.71 Unrealized -24.4%
META META PLATFORMS INC. CLASS A (F 0.1%
Value ($000) $1 Shares 5,529 Est. Cost $184.94 Unrealized -8.6%
GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1 Shares 11,034 Est. Cost $157.43 Unrealized
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $1 Shares 5,600 Est. Cost $63.20 Unrealized +204.1%
BA BOEING CO COM 0.1%
Value ($000) $1 Shares 5,020 Est. Cost $184.35 Unrealized +12.7%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 6,386 Est. Cost $70.66 Unrealized +126.4%
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $1 Shares 11,000 Est. Cost $81.04 Unrealized
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1 Shares 15,000 Est. Cost $49.60 Unrealized
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $1 Shares 11,000 Est. Cost $59.91 Unrealized
NEXTERA ENERGY, INC. 0.1%
Value ($000) $1 Shares 12,860 Est. Cost $90.24 Unrealized
ENTERGY CORP (NEW) COM 0.1%
Value ($000) $1 Shares 8,616 Est. Cost $70.42 Unrealized
SUMO LOGIC, INC. 0.1%
Value ($000) $1 Shares 74,788 Est. Cost $17.26 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $1 Shares 92,500 Est. Cost $15.84 Unrealized
INTU INTUIT, INC. 0.1%
Value ($000) $1 Shares 1,746 Est. Cost $416.37 Unrealized -3.2%
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $1 Shares 5,050 Est. Cost $120.76 Unrealized
KO COCA-COLA CO COM 0.1%
Value ($000) $1 Shares 12,183 Est. Cost $46.00 Unrealized +20.4%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $1 Shares 3,795 Est. Cost $74.94 Unrealized +111.0%
LIBERTY BRAVES GROUP 0.1%
Value ($000) $1 Shares 20,975 Est. Cost $16.63 Unrealized
IAC Inc. 0.1%
Value ($000) $1 Shares 13,500 Est. Cost $0.05 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
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $1 Shares 17,174 Est. Cost $33.70 Unrealized
LKQ LKQ CORP COM 0.1%
Value ($000) $1 Shares 11,200 Est. Cost $29.58 Unrealized +75.5%
IQVIA HOLDINGS INC 0.1%
Value ($000) $1 Shares 3,000 Est. Cost $98.00 Unrealized
VTI VANGUARD TOTAL STOCK MKT ETF 0.0%
Value ($000) $1 Shares 2,882 Est. Cost $106.39 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX E 0.0%
Value ($000) $1 Shares 8,344 Est. Cost $83.93 Unrealized
CRM SALESFORCE,INC. 0.0%
Value ($000) $1 Shares 2,821 Est. Cost $134.20 Unrealized +24.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 1,200 Est. Cost $30.49 Unrealized +252.5%
INSULET CORPORATION 0.0%
Value ($000) $1 Shares 1,677 Est. Cost $254.32 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.0%
Value ($000) $1 Shares 5,760 Est. Cost $28.75 Unrealized +211.5%
CAMBRIDGE BANCORP COM 0.0%
Value ($000) $1 Shares 7,950 Est. Cost $47.83 Unrealized
STERICYCLE INC 0.0%
Value ($000) $0 Shares 11,230 Est. Cost $96.92 Unrealized
EL ESTEE LAUDER COS INC CL A 0.0%
Value ($000) $0 Shares 1,982 Est. Cost $237.56 Unrealized +1.3%
TRUIST FINANCIAL CORP 0.0%
Value ($000) $0 Shares 13,894 Est. Cost $56.32 Unrealized
MRVL MARVELL TECHNOLOGY, INC. 0.0%
Value ($000) $0 Shares 10,573 Est. Cost $73.44 Unrealized -43.3%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $0 Shares 2,372 Est. Cost $110.25 Unrealized +52.2%
SXI STANDEX INTL CORP 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $71.26 Unrealized +59.7%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $0 Shares 3,700 Est. Cost $47.14 Unrealized +105.9%
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $0 Shares 2,070 Est. Cost $160.43 Unrealized +0.6%
WMT WALMART STORES INC COM 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $33.96 Unrealized +34.8%
TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 1,960 Est. Cost $78.32 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 0.0%
Value ($000) $0 Shares 1,469 Est. Cost $142.50 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $0 Shares 860 Est. Cost $232.12 Unrealized +71.1%
HON HONEYWELL INTERNATIONAL INC CO 0.0%
Value ($000) $0 Shares 1,822 Est. Cost $165.81 Unrealized +6.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $93.00 Unrealized +71.3%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $0 Shares 2,600 Est. Cost $60.41 Unrealized +122.9%
GENPACT LIMITED 0.0%
Value ($000) $0 Shares 6,850 Est. Cost $36.50 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $0 Shares 1,329 Est. Cost $190.41 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2,420 Est. Cost $107.65 Unrealized +8.4%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $219.91 Unrealized +23.0%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $0 Shares 6,150 Est. Cost $44.24 Unrealized
ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 11,560 Est. Cost $0.02 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 3,715 Est. Cost $55.83 Unrealized +9.5%
WBD WARNER BROS. DISCOVERY, INC. S 0.0%
Value ($000) $0 Shares 17,051 Est. Cost $18.55 Unrealized -23.3%
ENPH ENPHASE ENERGY, INC. 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $208.64 Unrealized +3.8%
EEM ISHARES MSCI EMERGING MKT INDE 0.0%
Value ($000) $0 Shares 6,125 Est. Cost $46.46 Unrealized
NEXTDOOR HOLDINGS, INC. CL A 0.0%
Value ($000) $0 Shares 112,000 Est. Cost $0.00 Unrealized
ORGANON & CO 0.0%
Value ($000) $0 Shares 10,207 Est. Cost $30.25 Unrealized
HILLENBRAND INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $0.04 Unrealized
RSG REPUBLIC SERVICES, INC. 0.0%
Value ($000) $0 Shares 1,750 Est. Cost $123.10 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $0 Shares 2,438 Est. Cost $66.72 Unrealized +32.1%
NOC NORTHRUP GRUMMAN CORP. 0.0%
Value ($000) $0 Shares 492 Est. Cost $387.65 Unrealized +14.0%
SLB SCHLUMBERGER LTD NV COM 0.0%
Value ($000) $0 Shares 4,450 Est. Cost $46.08 Unrealized +7.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $0 Shares 1,855 Est. Cost $99.29 Unrealized +5.0%
CI CIGNA GROUP 0.0%
Value ($000) $0 Shares 824 Est. Cost $241.40 Unrealized +14.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 825 Est. Cost $223.22 Unrealized +4.0%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 834 Est. Cost $242.73 Unrealized -7.7%
IDEXX LABS INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost $0.50 Unrealized
CHARGEPOINT HOLDINGS, INC. CLA 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.01 Unrealized
REDFIN CORP. 0.0%
Value ($000) $0 Shares 10,855 Est. Cost $21.16 Unrealized
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