S&CO INC Diversified Active

CIK: 0001082461 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 12, 2024

Total Value ($000): $1,304 (100.0% shares, 0.0% debt)

Holdings (192)

AAPL APPLE INC 4.8%
Value ($000) $63 Shares 327,805 Est. Cost $92.93 Unrealized +96.7%
CHD CHURCH AND DWIGHT CO INC 4.7%
Value ($000) $62 Shares 652,061 Est. Cost $35.18 Unrealized +153.7%
BRK/B BERKSHIRE HATHAWAY INC CL B 4.5%
Value ($000) $59 Shares 166,150 Est. Cost $110.02 Unrealized +219.0%
MSFT MICROSOFT CORP 4.0%
Value ($000) $53 Shares 140,183 Est. Cost $71.71 Unrealized +388.6%
PIONEER NATURAL RESOURCES CO C 3.9%
Value ($000) $50 Shares 223,379 Est. Cost $135.85 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 3.7%
Value ($000) $48 Shares 206,571 Est. Cost $45.75 Unrealized +385.3%
ECL ECOLAB INC 3.6%
Value ($000) $47 Shares 235,255 Est. Cost $76.79 Unrealized +129.0%
MERCK & CO INC 3.3%
Value ($000) $44 Shares 399,532 Est. Cost $48.18 Unrealized
MOSAIC CO 3.2%
Value ($000) $42 Shares 1,185,322 Est. Cost $31.91 Unrealized
CAT CATERPILLAR INC COM 2.7%
Value ($000) $35 Shares 118,230 Est. Cost $62.34 Unrealized +303.0%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $29 Shares 187,885 Est. Cost $62.99 Unrealized +127.9%
ABT ABBOTT LABS 2.3%
Value ($000) $29 Shares 266,739 Est. Cost $29.25 Unrealized +228.4%
GOOG ALPHABET INC CLASS C 2.0%
Value ($000) $26 Shares 182,995 Est. Cost $107.92 Unrealized +24.8%
APD AIR PRODUCTS & CHEMICALS INC C 2.0%
Value ($000) $25 Shares 93,067 Est. Cost $67.40 Unrealized +284.6%
CCJ CAMECO CORP 1.9%
Value ($000) $25 Shares 569,376 Est. Cost $9.84 Unrealized +323.3%
FUL HB FULLER CO 1.8%
Value ($000) $23 Shares 288,513 Est. Cost $37.21 Unrealized +92.4%
LBRDK LIBERTY BROADBAND SER C 1.7%
Value ($000) $22 Shares 269,984 Est. Cost $85.28 Unrealized -7.8%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $21 Shares 38,978 Est. Cost $108.44 Unrealized +343.4%
LIBERTY MEDIA CORP- LIBERTY SI 1.6%
Value ($000) $20 Shares 711,461 Est. Cost $0.03 Unrealized
EXXON MOBIL CORP 1.6%
Value ($000) $20 Shares 204,154 Est. Cost $89.39 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $20 Shares 116,351 Est. Cost $62.67 Unrealized +145.3%
GOOGL ALPHABET INC CAP STK CL A 1.4%
Value ($000) $19 Shares 134,871 Est. Cost $107.24 Unrealized +24.3%
UNP UNION PACIFIC CORP 1.3%
Value ($000) $17 Shares 68,156 Est. Cost $82.24 Unrealized +154.4%
SPDR GOLD TRUST 1.2%
Value ($000) $15 Shares 80,650 Est. Cost $151.74 Unrealized
SPDR S&P BIOTECH ETF 1.1%
Value ($000) $15 Shares 167,442 Est. Cost $1.77 Unrealized
FMC FMC CORP COM 1.1%
Value ($000) $15 Shares 235,126 Est. Cost $73.39 Unrealized -28.5%
BMY BRISTOL MYERS SQUIBB 1.1%
Value ($000) $14 Shares 279,270 Est. Cost $40.02 Unrealized +17.5%
MEDTRONIC PLC 1.1%
Value ($000) $14 Shares 173,657 Est. Cost $77.99 Unrealized
LIBERTY LATIN AMERICA LTD CL A 0.9%
Value ($000) $12 Shares 1,675,097 Est. Cost $0.01 Unrealized
ABNB AIRBNB INC A 0.9%
Value ($000) $11 Shares 84,355 Est. Cost $148.90 Unrealized -13.4%
LIN LINDE PLC 0.8%
Value ($000) $11 Shares 26,821 Est. Cost $322.30 Unrealized +19.0%
AMZN AMAZON.COM INC 0.8%
Value ($000) $10 Shares 67,627 Est. Cost $111.64 Unrealized +25.6%
BSX BOSTON SCIENTIFIC CORP 0.7%
Value ($000) $10 Shares 165,437 Est. Cost $9.78 Unrealized +445.7%
RPRX ROYALTY PHARMA PLC CL A 0.7%
Value ($000) $9 Shares 332,110 Est. Cost $34.99 Unrealized -21.5%
PROSUS NV - SPONSORED ADR 0.7%
Value ($000) $9 Shares 1,553,794 Est. Cost $7.32 Unrealized
CISCO SYSTEMS INC COM 0.7%
Value ($000) $9 Shares 175,103 Est. Cost $24.51 Unrealized
PANW PALO ALTO NETWORKS INC 0.6%
Value ($000) $8 Shares 28,707 Est. Cost $68.21 Unrealized +96.0%
LIBERTY GLOBAL LTD 0.6%
Value ($000) $8 Shares 432,485 Est. Cost $0.02 Unrealized
FWONK LIBERTY FORMULA ONE SER C 0.6%
Value ($000) $8 Shares 121,948 Est. Cost $0.08 Unrealized
AKAMAI TECHNOLOGIES 0.6%
Value ($000) $8 Shares 64,183 Est. Cost $76.62 Unrealized
LBRDA LIBERTY BROADBAND SER A 0.6%
Value ($000) $8 Shares 94,028 Est. Cost $48.38 Unrealized +62.5%
APO APOLLO ASSET MANAGEMENT INC. 0.6%
Value ($000) $7 Shares 80,327 Est. Cost $61.02 Unrealized +40.2%
AFL AFLAC INC COM 0.6%
Value ($000) $7 Shares 89,390 Est. Cost $29.41 Unrealized +161.8%
HD HOME DEPOT INC COM 0.6%
Value ($000) $7 Shares 21,231 Est. Cost $97.55 Unrealized +201.1%
WORKDAY INC A 0.6%
Value ($000) $7 Shares 26,036 Est. Cost $120.90 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $7 Shares 142,272 Est. Cost $19.90 Unrealized +101.2%
ROL ROLLINS INC COM 0.5%
Value ($000) $7 Shares 156,499 Est. Cost $19.49 Unrealized +94.4%
PURE STORAGE, INC. 0.5%
Value ($000) $7 Shares 190,420 Est. Cost $18.96 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.5%
Value ($000) $7 Shares 17,459 Est. Cost $346.01 Unrealized +17.8%
LIBERTY SIRIUSXM GROUP 0.5%
Value ($000) $7 Shares 233,643 Est. Cost $0.03 Unrealized
LIBERTY LIVE SERIES C 0.5%
Value ($000) $7 Shares 176,150 Est. Cost $0.03 Unrealized
GE GENERAL ELECTRIC CO 0.5%
Value ($000) $6 Shares 49,821 Est. Cost $61.96 Unrealized +47.6%
MIDD MIDDLEBY CORPORATION 0.5%
Value ($000) $6 Shares 42,500 Est. Cost $127.03 Unrealized 0.0%
3M COMPANY COM 0.4%
Value ($000) $6 Shares 52,225 Est. Cost $117.67 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $6 Shares 37,833 Est. Cost $71.37 Unrealized +93.1%
ADI ANALOG DEVICES INC COM 0.4%
Value ($000) $5 Shares 26,239 Est. Cost $111.91 Unrealized +53.9%
LIBERTY GLOBAL LTD 0.4%
Value ($000) $5 Shares 292,427 Est. Cost $0.02 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.4%
Value ($000) $5 Shares 66,805 Est. Cost $55.15 Unrealized +21.0%
SYK STRYKER CORP. 0.4%
Value ($000) $5 Shares 16,790 Est. Cost $99.34 Unrealized +176.7%
LIBERTY LATIN AMERICA LTD 0.4%
Value ($000) $5 Shares 659,406 Est. Cost $10.25 Unrealized
ALKERMES PLC 0.4%
Value ($000) $5 Shares 173,145 Est. Cost $18.03 Unrealized
UNITEDHEALTH GROUP INC COM 0.4%
Value ($000) $5 Shares 8,915 Est. Cost $230.91 Unrealized
BIO-TECHNE CORPORATION 0.4%
Value ($000) $5 Shares 59,710 Est. Cost $20.79 Unrealized
LLY ELI LILLY & CO COM 0.3%
Value ($000) $5 Shares 7,825 Est. Cost $55.81 Unrealized +930.4%
CHUBB LIMITED 0.3%
Value ($000) $4 Shares 19,854 Est. Cost $121.37 Unrealized
FWONA LIBERTY MEDIA CORP- LIBERTY FO 0.3%
Value ($000) $4 Shares 77,128 Est. Cost $0.07 Unrealized
JP MORGAN CHASE & CO 0.3%
Value ($000) $4 Shares 24,999 Est. Cost $0.13 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION 0.3%
Value ($000) $4 Shares 24,316 Est. Cost $68.52 Unrealized
WAT WATERS CORP COM 0.3%
Value ($000) $4 Shares 12,533 Est. Cost $148.04 Unrealized +86.6%
IAC Inc. 0.3%
Value ($000) $4 Shares 75,500 Est. Cost $0.05 Unrealized
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $4 Shares 115,817 Est. Cost $14.93 Unrealized +84.9%
TE CONNECTIVITY LTD 0.3%
Value ($000) $4 Shares 27,423 Est. Cost $55.72 Unrealized
WEC ENERGY GROUP INC COM 0.3%
Value ($000) $4 Shares 44,237 Est. Cost $44.98 Unrealized
VWO VANGUARD FTSE EMERGING MKTS ET 0.3%
Value ($000) $3 Shares 83,441 Est. Cost $23.67 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $3 Shares 23,148 Est. Cost $87.66 Unrealized +60.4%
EL ESTEE LAUDER COS INC CL A 0.3%
Value ($000) $3 Shares 22,820 Est. Cost $168.31 Unrealized -24.4%
EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $3 Shares 41,535 Est. Cost $97.17 Unrealized
OKTA OKTA, INC. 0.2%
Value ($000) $3 Shares 34,925 Est. Cost $56.52 Unrealized +35.0%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $3 Shares 31,750 Est. Cost $44.63 Unrealized +95.5%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $3 Shares 24,514 Est. Cost $63.31 Unrealized +75.7%
WFC WELLS FARGO & CO COM 0.2%
Value ($000) $3 Shares 57,823 Est. Cost $27.55 Unrealized +48.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.2%
Value ($000) $3 Shares 16,888 Est. Cost $116.96 Unrealized +21.0%
IVW ISHARES S&P 500/BARRA GROWTH I 0.2%
Value ($000) $3 Shares 35,586 Est. Cost $87.96 Unrealized
EXPEDIA GROUP INC 0.2%
Value ($000) $3 Shares 17,382 Est. Cost $131.89 Unrealized
VGK VANGUARD MSCI EUROPEAN INDEX E 0.2%
Value ($000) $3 Shares 40,000 Est. Cost $53.07 Unrealized
MCD MCDONALD'S CORP COM 0.2%
Value ($000) $3 Shares 8,625 Est. Cost $107.26 Unrealized +141.2%
AGCO AGCO CORP COM 0.2%
Value ($000) $3 Shares 20,999 Est. Cost $42.81 Unrealized +160.1%
MASTERCARD INC CL A 0.2%
Value ($000) $2 Shares 5,793 Est. Cost $246.11 Unrealized
VANECK GOLD MINERS ETF 0.2%
Value ($000) $2 Shares 79,517 Est. Cost $27.75 Unrealized
ADOBE INC 0.2%
Value ($000) $2 Shares 4,107 Est. Cost $103.24 Unrealized
FSLR FIRST SOLAR, INC. 0.2%
Value ($000) $2 Shares 14,156 Est. Cost $43.75 Unrealized +249.5%
V VISA INC COM CL A 0.2%
Value ($000) $2 Shares 9,057 Est. Cost $177.70 Unrealized +36.6%
ZTS ZOETIS INC COM USD0.01 CL A 0.2%
Value ($000) $2 Shares 11,665 Est. Cost $79.75 Unrealized +116.8%
BEN FRANKLIN RESOURCES INC COM 0.2%
Value ($000) $2 Shares 75,828 Est. Cost $22.76 Unrealized -3.5%
RTX CORP. 0.2%
Value ($000) $2 Shares 25,718 Est. Cost $50.52 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $2 Shares 41,061 Est. Cost $39.54 Unrealized +4.6%
META META PLATFORMS INC. CLASS A (F 0.2%
Value ($000) $2 Shares 5,704 Est. Cost $188.93 Unrealized +71.2%
LIBERTY LIVE SERIES A 0.2%
Value ($000) $2 Shares 54,438 Est. Cost $0.03 Unrealized
EATON CORP PLC 0.2%
Value ($000) $2 Shares 8,253 Est. Cost $65.06 Unrealized
COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $2 Shares 2,908 Est. Cost $565.64 Unrealized
RBLX ROBLOX CORP. 0.1%
Value ($000) $2 Shares 41,185 Est. Cost $68.15 Unrealized -45.8%
FERGUSON PLC 0.1%
Value ($000) $2 Shares 9,468 Est. Cost $120.09 Unrealized
ELANCO ANIMAL HEALTH, INC 0.1%
Value ($000) $2 Shares 120,000 Est. Cost $0.01 Unrealized
LOW LOWE'S COMPANIES, INC 0.1%
Value ($000) $2 Shares 8,013 Est. Cost $107.44 Unrealized +81.2%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.1%
Value ($000) $2 Shares 31,424 Est. Cost $51.48 Unrealized
WISDOMTREE JAPAN HEDGED EQUITY 0.1%
Value ($000) $2 Shares 20,000 Est. Cost $45.60 Unrealized
INTU INTUIT, INC. 0.1%
Value ($000) $2 Shares 2,751 Est. Cost $421.69 Unrealized +29.2%
GIS GENERAL MILLS INC COM 0.1%
Value ($000) $2 Shares 25,380 Est. Cost $32.94 Unrealized +80.7%
RHHBY ROCHE HOLDING LTD SPONSORED AD 0.1%
Value ($000) $2 Shares 45,100 Est. Cost $37.01 Unrealized
HUM HUMANA INC. 0.1%
Value ($000) $1 Shares 3,025 Est. Cost $479.75 Unrealized 0.0%
T AT&T INC 0.1%
Value ($000) $1 Shares 80,485 Est. Cost $15.70 Unrealized -9.5%
BA BOEING CO COM 0.1%
Value ($000) $1 Shares 5,020 Est. Cost $184.35 Unrealized +16.0%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $1 Shares 33,855 Est. Cost $33.60 Unrealized 0.0%
MS MORGAN STANLEY COM 0.1%
Value ($000) $1 Shares 13,915 Est. Cost $65.58 Unrealized +14.1%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $1 Shares 20,507 Est. Cost $116.76 Unrealized -51.1%
NVIDIA CORP COM 0.1%
Value ($000) $1 Shares 2,417 Est. Cost $0.49 Unrealized
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1 Shares 6,386 Est. Cost $70.66 Unrealized +122.2%
LIVENT CORP 0.1%
Value ($000) $1 Shares 64,682 Est. Cost $0.02 Unrealized
DHR DANAHER CORP COM 0.1%
Value ($000) $1 Shares 5,020 Est. Cost $82.95 Unrealized +153.6%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 39,316 Est. Cost $23.03 Unrealized +14.6%
AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $1 Shares 8,112 Est. Cost $0.14 Unrealized
SCJ ISHARES MSCI JAPAN SMALL CAP E 0.1%
Value ($000) $1 Shares 15,000 Est. Cost $49.60 Unrealized
KMPR KEMPER CORP 0.1%
Value ($000) $1 Shares 22,080 Est. Cost $76.71 Unrealized -43.0%
BATRK ATLANTA BRAVES HOLDINGS, INC C 0.1%
Value ($000) $1 Shares 26,443 Est. Cost $37.61 Unrealized -3.0%
LYONDELLBASELL INDUSTRIES NV C 0.1%
Value ($000) $1 Shares 11,000 Est. Cost $81.04 Unrealized
NEXTERA ENERGY, INC. 0.1%
Value ($000) $1 Shares 17,160 Est. Cost $67.64 Unrealized
SONY SONY GROUP CORPORATION ADR 0.1%
Value ($000) $1 Shares 11,000 Est. Cost $59.91 Unrealized
GE HEALTHCARE TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 13,228 Est. Cost $0.08 Unrealized
NUTRIEN LTD 0.1%
Value ($000) $1 Shares 18,000 Est. Cost $48.14 Unrealized
VWDRY VESTAS WIND SYSTEM A/S UnSPONS 0.1%
Value ($000) $1 Shares 92,500 Est. Cost $15.84 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 0.1%
Value ($000) $1 Shares 5,050 Est. Cost $120.76 Unrealized
CRM SALESFORCE,INC. 0.1%
Value ($000) $1 Shares 2,971 Est. Cost $138.71 Unrealized +61.2%
GLOBAL PAYMENTS INC. 0.1%
Value ($000) $1 Shares 6,129 Est. Cost $157.43 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 19,588 Est. Cost $28.86 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP 0.1%
Value ($000) $1 Shares 5,760 Est. Cost $28.75 Unrealized +314.6%
IQVIA HOLDINGS INC 0.1%
Value ($000) $1 Shares 3,000 Est. Cost $98.00 Unrealized
KO COCA-COLA CO COM 0.1%
Value ($000) $1 Shares 11,725 Est. Cost $46.00 Unrealized +15.8%
VTI VANGUARD TOTAL STOCK MKT ETF 0.1%
Value ($000) $1 Shares 2,882 Est. Cost $106.39 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
MRVL MARVELL TECHNOLOGY, INC. 0.0%
Value ($000) $1 Shares 10,573 Est. Cost $73.44 Unrealized -27.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $1 Shares 3,770 Est. Cost $74.94 Unrealized +79.1%
ENTERGY CORP (NEW) COM 0.0%
Value ($000) $1 Shares 5,683 Est. Cost $70.42 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $1 Shares 4,500 Est. Cost $115.58 Unrealized 0.0%
NEXTDOOR HOLDINGS, INC. CL A 0.0%
Value ($000) $1 Shares 287,000 Est. Cost $0.00 Unrealized
CTAS CINTAS CORP COM 0.0%
Value ($000) $1 Shares 900 Est. Cost $30.49 Unrealized +331.9%
CW CURTISS-WRIGHT CORP 0.0%
Value ($000) $1 Shares 2,372 Est. Cost $110.25 Unrealized +88.8%
SXI STANDEX INTL CORP 0.0%
Value ($000) $1 Shares 3,250 Est. Cost $71.26 Unrealized +102.0%
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
MTD METTLER-TOLEDO INTERNATIONAL I 0.0%
Value ($000) $0 Shares 360 Est. Cost $1081.40 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP I 0.0%
Value ($000) $0 Shares 2,800 Est. Cost $63.98 Unrealized +87.5%
HON HONEYWELL INTERNATIONAL INC CO 0.0%
Value ($000) $0 Shares 2,022 Est. Cost $166.74 Unrealized +3.4%
WMT WALMART STORES INC COM 0.0%
Value ($000) $0 Shares 2,500 Est. Cost $33.96 Unrealized +52.1%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $0 Shares 2,000 Est. Cost $93.00 Unrealized +101.0%
INSULET CORPORATION 0.0%
Value ($000) $0 Shares 1,702 Est. Cost $250.59 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $0 Shares 2,070 Est. Cost $160.43 Unrealized -9.3%
LKQ LKQ CORP COM 0.0%
Value ($000) $0 Shares 7,200 Est. Cost $29.58 Unrealized +47.8%
DE DEERE & CO COM 0.0%
Value ($000) $0 Shares 860 Est. Cost $232.12 Unrealized +57.3%
IWO ISHARES RUSSELL 2000 GROWTH IN 0.0%
Value ($000) $0 Shares 1,329 Est. Cost $190.41 Unrealized
ANTERO RESOURCES CORP 0.0%
Value ($000) $0 Shares 14,040 Est. Cost $0.02 Unrealized
CAMBRIDGE BANCORP COM 0.0%
Value ($000) $0 Shares 4,548 Est. Cost $47.83 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $219.91 Unrealized +22.8%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $0 Shares 6,150 Est. Cost $44.24 Unrealized
RSG REPUBLIC SERVICES, INC. 0.0%
Value ($000) $0 Shares 1,750 Est. Cost $123.10 Unrealized +22.9%
BROADCOM INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.86 Unrealized
IDEXX LABS INC COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.49 Unrealized
ABBVIE INC 0.0%
Value ($000) $0 Shares 1,754 Est. Cost $0.15 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $0 Shares 610 Est. Cost $0.39 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $0 Shares 2,420 Est. Cost $107.65 Unrealized -4.3%
MDLZ MONDELEZ INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 3,593 Est. Cost $55.83 Unrealized +15.2%
ITRI ITRON INC COM 0.0%
Value ($000) $0 Shares 3,300 Est. Cost $65.03 Unrealized 0.0%
NVZMY NOVOZYMES A/S ADR CL B 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $0.05 Unrealized
CI CIGNA GROUP 0.0%
Value ($000) $0 Shares 826 Est. Cost $241.40 Unrealized +16.3%
EEM ISHARES MSCI EMERGING MKT INDE 0.0%
Value ($000) $0 Shares 6,125 Est. Cost $46.46 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $0 Shares 834 Est. Cost $231.86 Unrealized +10.0%
HILLENBRAND INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost $0.04 Unrealized
GENPACT LIMITED 0.0%
Value ($000) $0 Shares 6,850 Est. Cost $36.50 Unrealized
ZWS ZURN ELKAY WATER SOLUTIONS COR 0.0%
Value ($000) $0 Shares 8,000 Est. Cost $22.14 Unrealized +25.0%
SLB SCHLUMBERGER LTD NV COM 0.0%
Value ($000) $0 Shares 4,450 Est. Cost $46.08 Unrealized +11.1%
NOC NORTHRUP GRUMMAN CORP. 0.0%
Value ($000) $0 Shares 492 Est. Cost $387.65 Unrealized +16.6%
EMR EMERSON ELECTRIC CO COM 0.0%
Value ($000) $0 Shares 2,280 Est. Cost $88.09 Unrealized 0.0%
LDGYY LANDISGYR GROUP AG UnSponsore 0.0%
Value ($000) $0 Shares 9,500 Est. Cost $0.02 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $0 Shares 1,775 Est. Cost $99.29 Unrealized +11.9%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $168.59 Unrealized -2.6%
ACUITY BRANDS 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $0.20 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 825 Est. Cost $223.22 Unrealized +6.0%
WBD WARNER BROS. DISCOVERY, INC. S 0.0%
Value ($000) $0 Shares 14,853 Est. Cost $18.55 Unrealized -41.8%
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
CHARGEPOINT HOLDINGS, INC. CLA 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.01 Unrealized