GRANDFIELD & DODD, LLC Diversified Active

CIK: 0001308016 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 29, 2021

Total Value ($000): $1,274,460 (100.0% shares, 0.0% debt)

Holdings (192)

MSFT MICROSOFT CORP 5.7%
Value ($000) $72,330 Shares 325,207 Est. Cost $27.05 Unrealized +661.7%
PYPL PAYPAL HLDGS INC 4.6%
Value ($000) $59,130 Shares 252,458 Est. Cost $37.58 Unrealized +450.1%
ADSK AUTODESK INC 3.3%
Value ($000) $42,090 Shares 137,853 Est. Cost $41.21 Unrealized +539.4%
ADI ANALOG DEVICES INC 3.2%
Value ($000) $40,560 Shares 274,531 Est. Cost $36.64 Unrealized +230.8%
PAYX PAYCHEX INC 2.8%
Value ($000) $36,230 Shares 388,858 Est. Cost $28.20 Unrealized +172.8%
ITW ILLINOIS TOOL WKS INC 2.8%
Value ($000) $36,150 Shares 177,329 Est. Cost $55.84 Unrealized +224.1%
DEO DIAGEO PLC 2.4%
Value ($000) $31,000 Shares 195,217 Est. Cost $134.42 Unrealized
VRSK VERISK ANALYTICS INC 2.4%
Value ($000) $30,770 Shares 148,217 Est. Cost $64.07 Unrealized +193.6%
LINDE PLC 2.4%
Value ($000) $30,760 Shares 116,747 Est. Cost $156.86 Unrealized
HRL HORMEL FOODS CORP 2.4%
Value ($000) $30,090 Shares 645,611 Est. Cost $23.59 Unrealized +78.3%
JCI JOHNSON CTLS INTL PLC 2.1%
Value ($000) $27,370 Shares 587,448 Est. Cost $33.62 Unrealized +19.5%
DIS DISNEY WALT CO 2.1%
Value ($000) $26,760 Shares 147,678 Est. Cost $95.18 Unrealized +47.3%
SNPS SYNOPSYS INC 2.0%
Value ($000) $26,050 Shares 100,501 Est. Cost $40.56 Unrealized +468.6%
UNILEVER PLC 2.0%
Value ($000) $25,640 Shares 424,848 Est. Cost $53.03 Unrealized
APD AIR PRODS & CHEMS INC 2.0%
Value ($000) $25,560 Shares 93,545 Est. Cost $76.25 Unrealized +224.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.0%
Value ($000) $25,220 Shares 108,765 Est. Cost $121.46 Unrealized +81.3%
MRK MERCK & CO. INC 2.0%
Value ($000) $25,140 Shares 307,306 Est. Cost $30.54 Unrealized +112.3%
MDT MEDTRONIC PLC 1.9%
Value ($000) $24,780 Shares 211,574 Est. Cost $59.97 Unrealized +58.5%
SYK STRYKER CORPORATION 1.9%
Value ($000) $24,250 Shares 98,975 Est. Cost $66.99 Unrealized +220.3%
ABBNY ABB LTD 1.9%
Value ($000) $23,900 Shares 854,767 Est. Cost $21.45 Unrealized
TRMB TRIMBLE INC 1.7%
Value ($000) $21,970 Shares 328,981 Est. Cost $30.08 Unrealized +90.9%
FDX FEDEX CORP 1.7%
Value ($000) $21,140 Shares 81,416 Est. Cost $113.18 Unrealized +121.9%
ALB ALBEMARLE CORP 1.6%
Value ($000) $20,990 Shares 142,309 Est. Cost $88.26 Unrealized +26.5%
CACI CACI INTL INC 1.6%
Value ($000) $20,870 Shares 83,687 Est. Cost $62.84 Unrealized +266.6%
WY WEYERHAEUSER CO MTN BE 1.6%
Value ($000) $20,390 Shares 608,105 Est. Cost $23.15 Unrealized +5.8%
ZBH ZIMMER BIOMET HOLDINGS INC 1.6%
Value ($000) $19,830 Shares 128,664 Est. Cost $102.26 Unrealized +32.4%
AMAT APPLIED MATLS INC 1.5%
Value ($000) $19,750 Shares 228,826 Est. Cost $12.22 Unrealized +478.7%
USB US BANCORP DEL 1.5%
Value ($000) $19,560 Shares 419,898 Est. Cost $35.35 Unrealized -4.2%
CB CHUBB LIMITED 1.5%
Value ($000) $19,460 Shares 126,412 Est. Cost $115.58 Unrealized +12.5%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $17,240 Shares 123,890 Est. Cost $56.60 Unrealized +117.6%
BC BRUNSWICK CORP 1.3%
Value ($000) $16,630 Shares 218,177 Est. Cost $45.52 Unrealized +40.0%
PPG PPG INDS INC 1.3%
Value ($000) $16,370 Shares 113,473 Est. Cost $96.14 Unrealized +31.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $16,090 Shares 102,265 Est. Cost $64.43 Unrealized +97.9%
RTX RAYTHEON TECHNOLOGIES CORP 1.2%
Value ($000) $15,630 Shares 218,614 Est. Cost $55.67 Unrealized +5.0%
SNY SANOFI 1.2%
Value ($000) $15,210 Shares 312,944 Est. Cost $50.97 Unrealized
AAPL APPLE INC 1.1%
Value ($000) $14,390 Shares 108,418 Est. Cost $84.45 Unrealized +38.6%
WLY WILEY JOHN & SONS INC 1.1%
Value ($000) $14,200 Shares 310,943 Est. Cost $30.76 Unrealized -1.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.1%
Value ($000) $13,750 Shares 167,813 Est. Cost $57.03 Unrealized +23.3%
MTB M & T BK CORP 1.0%
Value ($000) $12,560 Shares 98,640 Est. Cost $121.94 Unrealized -20.8%
NVS NOVARTIS AG 1.0%
Value ($000) $12,400 Shares 131,318 Est. Cost $80.86 Unrealized
GLW CORNING INC 1.0%
Value ($000) $12,260 Shares 340,617 Est. Cost $15.78 Unrealized +95.6%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $10,840 Shares 185,980 Est. Cost $51.49 Unrealized -4.1%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $10,470 Shares 123,934 Est. Cost $71.28 Unrealized -8.8%
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $10,370 Shares 22,256 Est. Cost $79.76 Unrealized +480.0%
FLIR SYS INC 0.8%
Value ($000) $9,950 Shares 226,943 Est. Cost $44.44 Unrealized
HXL HEXCEL CORP NEW 0.7%
Value ($000) $9,090 Shares 187,510 Est. Cost $41.14 Unrealized +5.8%
REGN REGENERON PHARMACEUTICALS 0.7%
Value ($000) $8,580 Shares 17,755 Est. Cost $353.51 Unrealized +51.9%
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $7,730 Shares 132,197 Est. Cost $23.16 Unrealized +116.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $7,650 Shares 22 Est. Cost $178745.47 Unrealized +85.0%
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $7,370 Shares 219,383 Est. Cost $62.82 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $7,320 Shares 21,303 Est. Cost $195.27 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $6,690 Shares 30,905 Est. Cost $73.81 Unrealized +167.5%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $6,640 Shares 161,005 Est. Cost $52.34 Unrealized -42.0%
EBAY EBAY INC. 0.4%
Value ($000) $5,560 Shares 110,676 Est. Cost $22.34 Unrealized +109.0%
BLKB BLACKBAUD INC 0.4%
Value ($000) $5,280 Shares 91,778 Est. Cost $73.63 Unrealized -24.5%
ALL ALLSTATE CORP 0.4%
Value ($000) $4,970 Shares 45,212 Est. Cost $37.12 Unrealized +133.4%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $4,810 Shares 13,720 Est. Cost $261.11 Unrealized +18.0%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $4,360 Shares 34,307 Est. Cost $81.74 Unrealized +20.1%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $4,250 Shares 8,493 Est. Cost $47.11 Unrealized +925.5%
DVN DEVON ENERGY CORP NEW 0.3%
Value ($000) $4,250 Shares 269,016 Est. Cost $8.48 Unrealized +12.3%
PEP PEPSICO INC 0.3%
Value ($000) $4,190 Shares 28,277 Est. Cost $58.64 Unrealized +106.8%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $4,040 Shares 11,309 Est. Cost $273.34 Unrealized +18.3%
DOV DOVER CORP 0.3%
Value ($000) $3,830 Shares 30,375 Est. Cost $39.99 Unrealized +177.8%
VMC VULCAN MATLS CO 0.3%
Value ($000) $3,680 Shares 24,782 Est. Cost $46.69 Unrealized +193.0%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,470 Shares 15,621 Est. Cost $52.17 Unrealized +275.7%
AMGN AMGEN INC 0.2%
Value ($000) $3,160 Shares 13,725 Est. Cost $73.34 Unrealized +167.7%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $2,640 Shares 21,811 Est. Cost $60.38 Unrealized +72.0%
SEAGEN INC 0.2%
Value ($000) $2,580 Shares 14,726 Est. Cost $175.20 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $2,580 Shares 70,074 Est. Cost $16.65 Unrealized +72.0%
KO COCA COLA CO 0.2%
Value ($000) $2,440 Shares 44,549 Est. Cost $28.70 Unrealized +54.3%
TJX TJX COS INC NEW 0.2%
Value ($000) $2,060 Shares 30,161 Est. Cost $40.27 Unrealized +40.2%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $2,000 Shares 23,356 Est. Cost $45.43 Unrealized +61.6%
COP CONOCOPHILLIPS 0.2%
Value ($000) $1,940 Shares 48,463 Est. Cost $32.91 Unrealized -6.7%
MMM 3M CO 0.2%
Value ($000) $1,940 Shares 11,113 Est. Cost $65.77 Unrealized +78.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,890 Shares 5,005 Est. Cost $279.18 Unrealized +24.4%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,850 Shares 7,843 Est. Cost $110.88 Unrealized +106.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,830 Shares 4,903 Est. Cost $324.53 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1,810 Shares 16,505 Est. Cost $34.45 Unrealized +188.2%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,790 Shares 8,436 Est. Cost $57.44 Unrealized +185.1%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,720 Shares 982 Est. Cost $40.93 Unrealized +104.0%
GOOG ALPHABET INC 0.1%
Value ($000) $1,600 Shares 912 Est. Cost $40.45 Unrealized +107.0%
NTR NUTRIEN LTD 0.1%
Value ($000) $1,490 Shares 30,960 Est. Cost $38.37 Unrealized -1.8%
FAST FASTENAL CO 0.1%
Value ($000) $1,460 Shares 29,856 Est. Cost $11.17 Unrealized +85.5%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,430 Shares 440 Est. Cost $49.74 Unrealized +220.8%
HD HOME DEPOT INC 0.1%
Value ($000) $1,380 Shares 5,188 Est. Cost $82.26 Unrealized +194.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,260 Shares 1,546 Est. Cost $179.26 Unrealized +38.5%
NORDSTROM INC 0.1%
Value ($000) $1,240 Shares 39,714 Est. Cost $65.24 Unrealized
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $1,170 Shares 7,467 Est. Cost $134.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,170 Shares 6,663 Est. Cost $52.16 Unrealized +182.7%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,150 Shares 18,533 Est. Cost $33.68 Unrealized +48.5%
UNP UNION PAC CORP 0.1%
Value ($000) $1,140 Shares 5,457 Est. Cost $68.15 Unrealized +161.3%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $1,110 Shares 19,642 Est. Cost $49.41 Unrealized +0.9%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,100 Shares 13,725 Est. Cost $41.20 Unrealized +62.2%
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $1,090 Shares 11,379 Est. Cost $61.47 Unrealized +57.1%
INCY INCYTE CORP 0.1%
Value ($000) $1,090 Shares 12,535 Est. Cost $73.91 Unrealized +17.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,080 Shares 8,005 Est. Cost $63.73 Unrealized +82.0%
V VISA INC 0.1%
Value ($000) $1,030 Shares 4,723 Est. Cost $175.53 Unrealized +12.4%
TSLA TESLA INC 0.1%
Value ($000) $1,020 Shares 1,443 Est. Cost $108.51 Unrealized +57.3%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $1,000 Shares 12,610 Est. Cost $55.88 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $990 Shares 11,239 Est. Cost $85.36 Unrealized -7.1%
DOX AMDOCS LTD 0.1%
Value ($000) $980 Shares 13,810 Est. Cost $56.43 Unrealized -0.2%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $910 Shares 15,600 Est. Cost $46.98 Unrealized
GENERAL ELECTRIC CO 0.1%
Value ($000) $870 Shares 80,122 Est. Cost $23.56 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $830 Shares 4,691 Est. Cost $63.68 Unrealized +127.5%
VV VANGUARD INDEX FDS 0.1%
Value ($000) $830 Shares 4,725 Est. Cost $136.74 Unrealized
CTRA CABOT OIL & GAS CORP 0.1%
Value ($000) $820 Shares 50,104 Est. Cost $25.97 Unrealized -47.9%
T AT&T INC 0.1%
Value ($000) $800 Shares 27,862 Est. Cost $15.50 Unrealized -0.8%
IVV ISHARES TR 0.1%
Value ($000) $800 Shares 2,118 Est. Cost $258.24 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $790 Shares 9,561 Est. Cost $50.45 Unrealized +19.6%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $790 Shares 3,140 Est. Cost $94.79 Unrealized +126.4%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $760 Shares 14,528 Est. Cost $32.91 Unrealized +26.6%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $760 Shares 7,010 Est. Cost $52.41 Unrealized
FISV FISERV INC 0.1%
Value ($000) $750 Shares 6,601 Est. Cost $49.57 Unrealized +117.4%
MCD MCDONALDS CORP 0.1%
Value ($000) $740 Shares 3,449 Est. Cost $94.20 Unrealized +105.1%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $680 Shares 3,045 Est. Cost $203.61 Unrealized
FUL FULLER H B CO 0.0%
Value ($000) $630 Shares 12,094 Est. Cost $33.69 Unrealized +41.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $620 Shares 8,650 Est. Cost $27.19 Unrealized -12.8%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $620 Shares 2,012 Est. Cost $308.15 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $590 Shares 2,400 Est. Cost $159.62 Unrealized +42.0%
ABBV ABBVIE INC 0.0%
Value ($000) $590 Shares 5,502 Est. Cost $35.54 Unrealized +122.1%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $570 Shares 2,018 Est. Cost $89.91 Unrealized +208.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $560 Shares 4,486 Est. Cost $113.91 Unrealized -18.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $540 Shares 6,996 Est. Cost $53.40 Unrealized +22.9%
HUBB HUBBELL INC 0.0%
Value ($000) $520 Shares 3,308 Est. Cost $81.00 Unrealized +73.6%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $510 Shares 9,819 Est. Cost $57.74 Unrealized -14.6%
BP BP PLC 0.0%
Value ($000) $500 Shares 24,325 Est. Cost $41.29 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $490 Shares 2,886 Est. Cost $46.93 Unrealized +201.2%
DOW DOW INC 0.0%
Value ($000) $480 Shares 8,650 Est. Cost $36.37 Unrealized +7.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $460 Shares 6,396 Est. Cost $39.91 Unrealized +61.9%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $450 Shares 1,733 Est. Cost $177.13 Unrealized +25.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $440 Shares 7,571 Est. Cost $39.48 Unrealized +11.4%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $430 Shares 25,008 Est. Cost $20.88 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $430 Shares 6,167 Est. Cost $67.43 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $420 Shares 8,522 Est. Cost $26.20 Unrealized +68.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $410 Shares 6,511 Est. Cost $52.02 Unrealized -8.6%
BA BOEING CO 0.0%
Value ($000) $410 Shares 1,928 Est. Cost $138.67 Unrealized +38.6%
ORCL ORACLE CORP 0.0%
Value ($000) $400 Shares 6,182 Est. Cost $48.99 Unrealized +13.3%
NKE NIKE INC 0.0%
Value ($000) $390 Shares 2,755 Est. Cost $77.16 Unrealized +59.7%
DE DEERE & CO 0.0%
Value ($000) $390 Shares 1,439 Est. Cost $124.07 Unrealized +87.1%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $380 Shares 10,848 Est. Cost $56.73 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value ($000) $380 Shares 1,946 Est. Cost $148.97 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $370 Shares 1,780 Est. Cost $165.16 Unrealized
USMV ISHARES TR 0.0%
Value ($000) $360 Shares 5,297 Est. Cost $67.96 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $360 Shares 8,822 Est. Cost $24.96 Unrealized +7.0%
EFA ISHARES TR 0.0%
Value ($000) $350 Shares 4,865 Est. Cost $56.93 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $350 Shares 1,557 Est. Cost $117.03 Unrealized +70.6%
KMX CARMAX INC 0.0%
Value ($000) $350 Shares 3,682 Est. Cost $78.36 Unrealized +19.7%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $350 Shares 13,484 Est. Cost $24.45 Unrealized -20.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $320 Shares 2,107 Est. Cost $96.84 Unrealized +28.8%
AME AMETEK INC 0.0%
Value ($000) $310 Shares 2,564 Est. Cost $80.80 Unrealized +34.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $310 Shares 6,967 Est. Cost $37.00 Unrealized -4.7%
CTVA CORTEVA INC 0.0%
Value ($000) $310 Shares 8,009 Est. Cost $25.01 Unrealized +35.0%
FSTA FIDELITY COVINGTON TRUST 0.0%
Value ($000) $300 Shares 7,281 Est. Cost $41.20 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $300 Shares 2,110 Est. Cost $142.18 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $300 Shares 4,175 Est. Cost $30.87 Unrealized +63.0%
EATON VANCE CORP 0.0%
Value ($000) $290 Shares 4,282 Est. Cost $67.73 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $290 Shares 1,045 Est. Cost $207.33 Unrealized +31.3%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $290 Shares 5,967 Est. Cost $30.99 Unrealized +31.3%
CRM SALESFORCE COM INC 0.0%
Value ($000) $290 Shares 1,289 Est. Cost $166.47 Unrealized +44.3%
LQD ISHARES TR 0.0%
Value ($000) $290 Shares 2,091 Est. Cost $128.17 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $280 Shares 1,862 Est. Cost $93.38 Unrealized +40.3%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $280 Shares 5,665 Est. Cost $39.08 Unrealized
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $280 Shares 3,625 Est. Cost $77.24 Unrealized
BF/A BROWN FORMAN CORP 0.0%
Value ($000) $280 Shares 3,814 Est. Cost $52.51 Unrealized +23.7%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $270 Shares 411 Est. Cost $507.25 Unrealized +25.5%
WPP WPP PLC NEW 0.0%
Value ($000) $270 Shares 5,070 Est. Cost $83.99 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $270 Shares 2,648 Est. Cost $67.34 Unrealized +25.9%
WMT WALMART INC 0.0%
Value ($000) $270 Shares 1,871 Est. Cost $38.23 Unrealized +18.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $270 Shares 590 Est. Cost $26.14 Unrealized +15.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $260 Shares 7,423 Est. Cost $47.76 Unrealized -46.5%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $250 Shares 8,086 Est. Cost $23.66 Unrealized 0.0%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $250 Shares 5,380 Est. Cost $41.11 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $240 Shares 1,462 Est. Cost $99.52 Unrealized +35.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $240 Shares 1,210 Est. Cost $140.39 Unrealized +25.6%
BIIB BIOGEN INC 0.0%
Value ($000) $240 Shares 961 Est. Cost $300.59 Unrealized -13.8%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $230 Shares 446 Est. Cost $11.60 Unrealized +15.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $230 Shares 5,726 Est. Cost $74.49 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $230 Shares 1,162 Est. Cost $162.36 Unrealized +10.1%
DISCOVER FINL SVCS 0.0%
Value ($000) $230 Shares 2,582 Est. Cost $89.08 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $220 Shares 1,801 Est. Cost $103.87 Unrealized 0.0%
KELLOGG CO 0.0%
Value ($000) $220 Shares 3,534 Est. Cost $38.56 Unrealized +29.7%
IOSP INNOSPEC INC 0.0%
Value ($000) $220 Shares 2,400 Est. Cost $71.95 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $210 Shares 2,287 Est. Cost $75.32 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $210 Shares 9,605 Est. Cost $16.89 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $210 Shares 3,885 Est. Cost $28.06 Unrealized +50.9%
DVY ISHARES TR 0.0%
Value ($000) $210 Shares 2,153 Est. Cost $97.54 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $210 Shares 1,384 Est. Cost $106.49 Unrealized 0.0%
EME EMCOR GROUP INC 0.0%
Value ($000) $210 Shares 2,350 Est. Cost $78.88 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $210 Shares 10,496 Est. Cost $35.08 Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $200 Shares 1,334 Est. Cost $114.35 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $190 Shares 13,600 Est. Cost $13.37 Unrealized -25.7%
EQNR EQUINOR ASA 0.0%
Value ($000) $170 Shares 10,250 Est. Cost $14.63 Unrealized