S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $1,218 (100.0% shares, 0.0% debt)

Holdings (184)

CHD CHURCH AND DWIGHT CO INC 4.9%
Value ($000) $60 Shares 655,601 Est. Cost $35.18 Unrealized +164.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 4.8%
Value ($000) $58 Shares 166,692 Est. Cost $110.02 Unrealized +222.5%
AAPL APPLE INC 4.7%
Value ($000) $57 Shares 335,636 Est. Cost $92.93 Unrealized +95.1%
PIONEER NATURAL RESOURCES CO C 4.2%
Value ($000) $52 Shares 224,560 Est. Cost $135.85 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 4.1%
Value ($000) $50 Shares 207,531 Est. Cost $45.75 Unrealized +405.2%
MSFT MICROSOFT CORP 3.6%
Value ($000) $44 Shares 139,763 Est. Cost $71.71 Unrealized +352.6%
MOSAIC CO 3.4%
Value ($000) $42 Shares 1,178,562 Est. Cost $31.91 Unrealized
MERCK & CO INC 3.4%
Value ($000) $41 Shares 396,887 Est. Cost $48.18 Unrealized
ECL ECOLAB INC 3.3%
Value ($000) $40 Shares 236,185 Est. Cost $76.79 Unrealized +130.9%
CAT CATERPILLAR INC COM 2.7%
Value ($000) $33 Shares 119,250 Est. Cost $62.34 Unrealized +319.4%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $29 Shares 189,357 Est. Cost $62.99 Unrealized +143.3%
LBRDK LIBERTY BROADBAND SER C 2.2%
Value ($000) $27 Shares 291,338 Est. Cost $85.28 Unrealized -2.1%
APD AIR PRODUCTS & CHEMICALS INC C 2.1%
Value ($000) $26 Shares 91,323 Est. Cost $63.74 Unrealized +331.2%
ABT ABBOTT LABS 2.1%
Value ($000) $26 Shares 266,531 Est. Cost $29.25 Unrealized +243.4%
EXXON MOBIL CORP 2.0%
Value ($000) $24 Shares 204,066 Est. Cost $89.39 Unrealized
GOOG ALPHABET INC CLASS C 1.9%
Value ($000) $24 Shares 179,465 Est. Cost $107.39 Unrealized +20.2%
CCJ CAMECO CORP 1.9%
Value ($000) $23 Shares 575,556 Est. Cost $9.84 Unrealized +257.5%
PEP PEPSICO INC 1.6%
Value ($000) $20 Shares 118,526 Est. Cost $62.67 Unrealized +166.7%
FUL HB FULLER CO 1.6%
Value ($000) $20 Shares 288,513 Est. Cost $37.21 Unrealized +83.4%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $20 Shares 38,525 Est. Cost $104.06 Unrealized +408.3%
BMY BRISTOL MYERS SQUIBB 1.5%
Value ($000) $19 Shares 323,567 Est. Cost $40.02 Unrealized +35.8%
LIBERTY MEDIA CORP- LIBERTY SI 1.5%
Value ($000) $18 Shares 697,886 Est. Cost $0.03 Unrealized
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $18 Shares 134,631 Est. Cost $107.24 Unrealized +19.7%
FMC FMC CORP COM 1.2%
Value ($000) $15 Shares 220,416 Est. Cost $74.79 Unrealized +3.9%
LIBERTY LATIN AMERICA LTD CL A 1.2%
Value ($000) $14 Shares 1,773,042 Est. Cost $0.01 Unrealized
MEDTRONIC PLC 1.2%
Value ($000) $14 Shares 180,417 Est. Cost $77.99 Unrealized
UNP UNION PACIFIC CORP 1.1%
Value ($000) $14 Shares 68,156 Est. Cost $82.24 Unrealized +150.7%
SPDR GOLD TRUST 1.1%
Value ($000) $14 Shares 80,650 Est. Cost $151.74 Unrealized
SPDR S&P BIOTECH ETF 1.0%
Value ($000) $12 Shares 169,017 Est. Cost $1.77 Unrealized
ABNB AIRBNB INC A 1.0%
Value ($000) $12 Shares 84,355 Est. Cost $148.90 Unrealized -7.3%
PROSUS NV - SPONSORED ADR 0.9%
Value ($000) $11 Shares 1,793,550 Est. Cost $7.32 Unrealized
LIN LINDE PLC 0.8%
Value ($000) $10 Shares 26,821 Est. Cost $322.30 Unrealized +14.5%
CISCO SYSTEMS INC COM 0.8%
Value ($000) $10 Shares 179,423 Est. Cost $24.51 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $9 Shares 165,437 Est. Cost $9.78 Unrealized +436.2%
LBRDA LIBERTY BROADBAND SER A 0.7%
Value ($000) $9 Shares 94,028 Est. Cost $48.38 Unrealized +72.6%
AMZN AMAZON.COM INC 0.7%
Value ($000) $8 Shares 65,027 Est. Cost $110.49 Unrealized +21.3%
LIBERTY GLOBAL PLC 0.7%
Value ($000) $8 Shares 437,425 Est. Cost $0.02 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.6%
Value ($000) $8 Shares 17,959 Est. Cost $346.01 Unrealized +20.2%
APO APOLLO ASSET MANAGEMENT INC. 0.6%
Value ($000) $8 Shares 85,327 Est. Cost $61.02 Unrealized +32.8%
FWONK LIBERTY FORMULA ONE SER C 0.6%
Value ($000) $8 Shares 121,948 Est. Cost $0.08 Unrealized
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $7 Shares 40,849 Est. Cost $71.37 Unrealized +104.2%
RPRX ROYALTY PHARMA PLC CL A 0.6%
Value ($000) $7 Shares 253,610 Est. Cost $37.32 Unrealized -20.4%
AFL AFLAC INC COM 0.6%
Value ($000) $7 Shares 89,390 Est. Cost $29.41 Unrealized +139.8%
AKAMAI TECHNOLOGIES 0.6%
Value ($000) $7 Shares 64,183 Est. Cost $76.62 Unrealized
PURE STORAGE, INC. 0.6%
Value ($000) $7 Shares 190,420 Est. Cost $18.96 Unrealized
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $7 Shares 28,707 Est. Cost $68.21 Unrealized +73.5%
HD HOME DEPOT INC COM 0.5%
Value ($000) $6 Shares 21,231 Est. Cost $97.55 Unrealized +210.6%
ROL ROLLINS INC COM 0.5%
Value ($000) $6 Shares 156,499 Est. Cost $19.49 Unrealized +101.0%
LIBERTY LIVE SERIES C 0.5%
Value ($000) $6 Shares 178,253 Est. Cost $0.03 Unrealized
WORKDAY INC A 0.5%
Value ($000) $6 Shares 26,036 Est. Cost $120.90 Unrealized
GE GENERAL ELECTRIC CO 0.5%
Value ($000) $6 Shares 49,941 Est. Cost $61.96 Unrealized +43.1%
LIBERTY LATIN AMERICA LTD 0.4%
Value ($000) $5 Shares 661,598 Est. Cost $10.25 Unrealized
LIBERTY SIRIUSXM GROUP 0.4%
Value ($000) $5 Shares 211,888 Est. Cost $0.03 Unrealized
INTC INTEL CORP 0.4%
Value ($000) $5 Shares 142,456 Est. Cost $19.90 Unrealized +71.9%
3M COMPANY COM 0.4%
Value ($000) $5 Shares 53,300 Est. Cost $117.67 Unrealized
SYK STRYKER CORP. 0.4%
Value ($000) $5 Shares 17,317 Est. Cost $99.34 Unrealized +181.9%
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $5 Shares 26,239 Est. Cost $111.91 Unrealized +58.1%
LLY ELI LILLY & CO COM 0.4%
Value ($000) $5 Shares 8,495 Est. Cost $55.81 Unrealized +808.0%
LIBERTY GLOBAL PLC 0.4%
Value ($000) $5 Shares 264,447 Est. Cost $0.02 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.4%
Value ($000) $5 Shares 66,805 Est. Cost $55.15 Unrealized +20.4%
FWONA LIBERTY MEDIA CORP- LIBERTY FO 0.4%
Value ($000) $4 Shares 77,128 Est. Cost $0.07 Unrealized
ALKERMES PLC 0.4%
Value ($000) $4 Shares 153,000 Est. Cost $20.40 Unrealized
C CITIGROUP INC COM NEW 0.3%
Value ($000) $4 Shares 101,428 Est. Cost $39.54 Unrealized +2.3%
CHUBB LIMITED 0.3%
Value ($000) $4 Shares 19,854 Est. Cost $121.37 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $4 Shares 24,316 Est. Cost $68.52 Unrealized
JP MORGAN CHASE & CO 0.3%
Value ($000) $4 Shares 24,999 Est. Cost $0.13 Unrealized
WEC ENERGY GROUP INC COM 0.3%
Value ($000) $4 Shares 44,237 Est. Cost $44.98 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $3 Shares 23,787 Est. Cost $87.66 Unrealized +64.4%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $3 Shares 126,593 Est. Cost $14.93 Unrealized +86.3%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $3 Shares 24,914 Est. Cost $63.31 Unrealized +86.0%
TE CONNECTIVITY LTD 0.2%
Value ($000) $3 Shares 24,203 Est. Cost $63.12 Unrealized
WAT WATERS CORP COM 0.2%
Value ($000) $3 Shares 10,560 Est. Cost $124.10 Unrealized +122.7%
EL ESTEE LAUDER COS INC CL A 0.2%
Value ($000) $3 Shares 19,815 Est. Cost $174.55 Unrealized -8.9%
OKTA OKTA, INC. 0.2%
Value ($000) $3 Shares 34,925 Est. Cost $56.52 Unrealized +34.2%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $3 Shares 31,725 Est. Cost $44.63 Unrealized +91.2%
VWO VANGUARD FTSE EMERGING MKTS ET 0.2%
Value ($000) $3 Shares 69,441 Est. Cost $28.43 Unrealized
EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $3 Shares 36,380 Est. Cost $110.93 Unrealized
AGCO AGCO CORP COM 0.2%
Value ($000) $2 Shares 20,999 Est. Cost $42.81 Unrealized +181.9%
WFC WELLS FARGO & CO COM 0.2%
Value ($000) $2 Shares 60,473 Est. Cost $27.55 Unrealized +47.7%
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 +12.6%
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $2 Shares 40,000 Est. Cost $53.07 Unrealized
MASTERCARD INC CL A 0.2%
Value ($000) $2 Shares 5,793 Est. Cost $246.11 Unrealized
FSLR FIRST SOLAR, INC. 0.2%
Value ($000) $2 Shares 14,156 Est. Cost $43.75 Unrealized +326.4%
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $2 Shares 8,625 Est. Cost $107.26 Unrealized +151.3%
UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2 Shares 4,404 Est. Cost $466.90 Unrealized
VANECK GOLD MINERS ETF 0.2%
Value ($000) $2 Shares 81,212 Est. Cost $27.75 Unrealized
ADOBE INC 0.2%
Value ($000) $2 Shares 4,118 Est. Cost $103.24 Unrealized
V VISA INC COM CL A 0.2%
Value ($000) $2 Shares 8,957 Est. Cost $176.97 Unrealized +33.5%
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $2 Shares 11,665 Est. Cost $79.75 Unrealized +121.9%
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $2 Shares 80,028 Est. Cost $22.76 Unrealized +3.7%
BIO-TECHNE CORPORATION 0.1%
Value ($000) $2 Shares 26,380 Est. Cost $46.97 Unrealized
EXPEDIA GROUP INC 0.1%
Value ($000) $2 Shares 17,382 Est. Cost $131.89 Unrealized
LIBERTY LIVE SERIES A 0.1%
Value ($000) $2 Shares 55,869 Est. Cost $0.03 Unrealized
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $2 Shares 20,000 Est. Cost $45.60 Unrealized
EATON CORP PLC 0.1%
Value ($000) $2 Shares 8,275 Est. Cost $65.06 Unrealized
META META PLATFORMS INC. CLASS A (F 0.1%
Value ($000) $2 Shares 5,729 Est. Cost $188.93 Unrealized +58.4%
COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $2 Shares 2,908 Est. Cost $565.64 Unrealized
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $2 Shares 25,630 Est. Cost $32.94 Unrealized +96.0%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $2 Shares 31,424 Est. Cost $51.48 Unrealized
FERGUSON PLC 0.1%
Value ($000) $2 Shares 9,468 Est. Cost $120.09 Unrealized
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.1%
Value ($000) $2 Shares 45,100 Est. Cost $37.01 Unrealized
RTX CORP. 0.1%
Value ($000) $1 Shares 20,078 Est. Cost $64.68 Unrealized
T AT&T INC 0.1%
Value ($000) $1 Shares 94,888 Est. Cost $15.70 Unrealized -17.5%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 42,816 Est. Cost $23.03 Unrealized +32.7%
INTU INTUIT, INC. 0.1%
Value ($000) $1 Shares 2,751 Est. Cost $421.69 Unrealized +18.3%
LIVENT CORP. 0.1%
Value ($000) $1 Shares 73,562 Est. Cost $8.25 Unrealized
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1 Shares 21,362 Est. Cost $116.76 Unrealized -44.4%
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $1 Shares 6,008 Est. Cost $78.31 Unrealized +174.5%
DHR DANAHER CORP COM 0.1%
Value ($000) $1 Shares 5,020 Est. Cost $82.95 Unrealized +165.4%
MS MORGAN STANLEY COM 0.1%
Value ($000) $1 Shares 13,915 Est. Cost $65.58 Unrealized +22.4%
NUTRIEN LTD 0.1%
Value ($000) $1 Shares 18,000 Est. Cost $48.14 Unrealized
GE HEALTHCARE TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 16,080 Est. Cost $0.08 Unrealized
RBLX ROBLOX CORP. 0.1%
Value ($000) $1 Shares 37,510 Est. Cost $71.20 Unrealized -53.3%
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
BA BOEING CO COM 0.1%
Value ($000) $1 Shares 5,020 Est. Cost $184.35 Unrealized +18.7%
NEXTERA ENERGY, INC. 0.1%
Value ($000) $1 Shares 16,760 Est. Cost $69.26 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 6,386 Est. Cost $70.66 Unrealized +124.8%
BATRK ATLANTA BRAVES HOLDINGS, INC C 0.1%
Value ($000) $1 Shares 26,567 Est. Cost $37.61 Unrealized +0.6%
IAC Inc. 0.1%
Value ($000) $1 Shares 18,500 Est. Cost $0.05 Unrealized
KMPR KEMPER CORP 0.1%
Value ($000) $1 Shares 22,080 Est. Cost $76.71 Unrealized -38.2%
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $1 Shares 11,000 Est. Cost $59.91 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $1 Shares 5,050 Est. Cost $120.76 Unrealized
GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1 Shares 6,129 Est. Cost $157.43 Unrealized
KO COCA-COLA CO COM 0.1%
Value ($000) $1 Shares 12,183 Est. Cost $46.00 Unrealized +21.1%
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
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $1 Shares 92,500 Est. Cost $15.84 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.1%
Value ($000) $1 Shares 5,760 Est. Cost $28.75 Unrealized +280.9%
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $1 Shares 2,882 Est. Cost $106.39 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $1 Shares 17,174 Est. Cost $33.70 Unrealized
IQVIA HOLDINGS INC 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $98.00 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $1 Shares 3,770 Est. Cost $74.94 Unrealized +102.4%
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 +59.1%
MRVL MARVELL TECHNOLOGY, INC. 0.0%
Value ($000) $1 Shares 10,573 Est. Cost $73.44 Unrealized -20.3%
ENTERGY CORP (NEW) COM 0.0%
Value ($000) $1 Shares 5,683 Est. Cost $70.42 Unrealized
SXI STANDEX INTL CORP 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $71.26 Unrealized +109.0%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $0 Shares 2,372 Est. Cost $110.25 Unrealized +78.5%
STERICYCLE INC 0.0%
Value ($000) $0 Shares 9,730 Est. Cost $96.92 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $0 Shares 900 Est. Cost $30.49 Unrealized +300.2%
WMT WALMART STORES INC COM 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $33.96 Unrealized +52.6%
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
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $93.00 Unrealized +98.5%
HON HONEYWELL INTERNATIONAL INC CO 0.0%
Value ($000) $0 Shares 2,022 Est. Cost $166.74 Unrealized +4.3%
LKQ LKQ CORP COM 0.0%
Value ($000) $0 Shares 7,200 Est. Cost $29.58 Unrealized +68.5%
ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 14,040 Est. Cost $0.02 Unrealized
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $0 Shares 2,800 Est. Cost $63.98 Unrealized +79.9%
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $0 Shares 2,070 Est. Cost $160.43 Unrealized -1.0%
DE DEERE & CO COM 0.0%
Value ($000) $0 Shares 860 Est. Cost $232.12 Unrealized +71.4%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $0 Shares 1,329 Est. Cost $190.41 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $219.91 Unrealized +34.9%
CAMBRIDGE BANCORP COM 0.0%
Value ($000) $0 Shares 4,548 Est. Cost $47.83 Unrealized
INSULET CORPORATION 0.0%
Value ($000) $0 Shares 1,702 Est. Cost $250.59 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $0 Shares 6,150 Est. Cost $44.24 Unrealized
SLB SCHLUMBERGER LTD NV COM 0.0%
Value ($000) $0 Shares 4,450 Est. Cost $46.08 Unrealized +18.1%
MDLZ MONDELEZ INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 3,715 Est. Cost $55.83 Unrealized +20.4%
RSG REPUBLIC SERVICES, INC. 0.0%
Value ($000) $0 Shares 1,750 Est. Cost $123.10 Unrealized +17.2%
GENPACT LIMITED 0.0%
Value ($000) $0 Shares 6,850 Est. Cost $36.50 Unrealized
ABBVIE INC 0.0%
Value ($000) $0 Shares 1,621 Est. Cost $0.15 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 610 Est. Cost $0.39 Unrealized
CI CIGNA GROUP 0.0%
Value ($000) $0 Shares 826 Est. Cost $241.40 Unrealized +13.0%
EEM ISHARES MSCI EMERGING MKT INDE 0.0%
Value ($000) $0 Shares 6,125 Est. Cost $46.46 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2,420 Est. Cost $107.65 Unrealized -8.7%
ZWS ZURN ELKAY WATER SOLUTIONS COR 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $22.14 Unrealized +25.9%
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 834 Est. Cost $231.86 Unrealized 0.0%
IDEXX LABS INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.49 Unrealized
NOC NORTHRUP GRUMMAN CORP. 0.0%
Value ($000) $0 Shares 492 Est. Cost $387.65 Unrealized +8.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $0 Shares 2,438 Est. Cost $66.72 Unrealized +25.2%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $0 Shares 1,855 Est. Cost $99.29 Unrealized +13.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 825 Est. Cost $223.22 Unrealized +15.7%
HILLENBRAND INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $0.04 Unrealized
BROADCOM INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.86 Unrealized
ON ON SEMICONDUCTOR CORP. 0.0%
Value ($000) $0 Shares 2,200 Est. Cost $82.71 Unrealized +17.4%
NEXTDOOR HOLDINGS, INC. CL A 0.0%
Value ($000) $0 Shares 112,000 Est. Cost $0.00 Unrealized
CLH CLEAN HARBORS INC 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $168.59 Unrealized 0.0%
WBD WARNER BROS. DISCOVERY, INC. S 0.0%
Value ($000) $0 Shares 17,051 Est. Cost $18.55 Unrealized -32.7%
PLUG POWER INC. 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.01 Unrealized
CHARGEPOINT HOLDINGS, INC. CLA 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized
REDFIN CORP. 0.0%
Value ($000) $0 Shares 10,020 Est. Cost $21.16 Unrealized
FORGE GLOBAL HOLDINGS, INC. 0.0%
Value ($000) $0 Shares 29,569 Est. Cost $1.72 Unrealized
ESC GCI LIBERTY INC SRESCROW 0.0%
Value ($000) $0 Shares 216,672 Est. Cost Unrealized