GRANDFIELD & DODD, LLC Diversified Active

CIK: 0001308016 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 22, 2021

Total Value ($000): $1,337,550 (100.0% shares, 0.0% debt)

Holdings (197)

MSFT MICROSOFT CORP 5.6%
Value ($000) $74,510 Shares 316,009 Est. Cost $27.05 Unrealized +724.0%
PYPL PAYPAL HLDGS INC 4.4%
Value ($000) $59,460 Shares 244,851 Est. Cost $37.58 Unrealized +570.5%
ADI ANALOG DEVICES INC 3.1%
Value ($000) $41,840 Shares 269,802 Est. Cost $36.64 Unrealized +285.2%
ITW ILLINOIS TOOL WKS INC 2.9%
Value ($000) $38,840 Shares 175,345 Est. Cost $55.84 Unrealized +231.2%
PAYX PAYCHEX INC 2.8%
Value ($000) $37,930 Shares 387,004 Est. Cost $28.20 Unrealized +185.0%
ADSK AUTODESK INC 2.8%
Value ($000) $37,400 Shares 134,932 Est. Cost $41.21 Unrealized +599.7%
JCI JOHNSON CTLS INTL PLC 2.6%
Value ($000) $34,860 Shares 584,195 Est. Cost $33.62 Unrealized +48.7%
LINDE PLC 2.4%
Value ($000) $32,250 Shares 115,137 Est. Cost $156.86 Unrealized
DEO DIAGEO PLC 2.4%
Value ($000) $31,890 Shares 194,194 Est. Cost $134.42 Unrealized
HRL HORMEL FOODS CORP 2.3%
Value ($000) $30,410 Shares 636,356 Est. Cost $23.59 Unrealized +73.8%
AMAT APPLIED MATLS INC 2.2%
Value ($000) $29,900 Shares 223,776 Est. Cost $12.22 Unrealized +765.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.1%
Value ($000) $27,460 Shares 107,502 Est. Cost $121.46 Unrealized +99.9%
DIS DISNEY WALT CO 2.0%
Value ($000) $27,080 Shares 146,784 Est. Cost $95.18 Unrealized +89.3%
APD AIR PRODS & CHEMS INC 2.0%
Value ($000) $26,360 Shares 93,707 Est. Cost $76.25 Unrealized +215.0%
VRSK VERISK ANALYTICS INC 1.9%
Value ($000) $26,010 Shares 147,179 Est. Cost $64.07 Unrealized +176.9%
ABBNY ABB LTD 1.9%
Value ($000) $25,900 Shares 849,864 Est. Cost $21.45 Unrealized
TRMB TRIMBLE INC 1.9%
Value ($000) $25,120 Shares 322,908 Est. Cost $30.08 Unrealized +140.1%
MDT MEDTRONIC PLC 1.9%
Value ($000) $25,090 Shares 212,394 Est. Cost $59.97 Unrealized +69.6%
SNPS SYNOPSYS INC 1.8%
Value ($000) $24,150 Shares 97,472 Est. Cost $40.56 Unrealized +526.1%
SYK STRYKER CORPORATION 1.8%
Value ($000) $24,120 Shares 99,009 Est. Cost $66.99 Unrealized +240.0%
UNILEVER PLC 1.8%
Value ($000) $23,910 Shares 428,236 Est. Cost $53.03 Unrealized
MRK MERCK & CO. INC 1.8%
Value ($000) $23,620 Shares 306,382 Est. Cost $30.54 Unrealized +106.5%
FDX FEDEX CORP 1.7%
Value ($000) $22,750 Shares 80,096 Est. Cost $113.18 Unrealized +106.9%
USB US BANCORP DEL 1.7%
Value ($000) $22,190 Shares 401,204 Est. Cost $35.35 Unrealized +14.1%
WY WEYERHAEUSER CO MTN BE 1.6%
Value ($000) $21,450 Shares 602,475 Est. Cost $23.15 Unrealized +20.4%
BC BRUNSWICK CORP 1.5%
Value ($000) $20,570 Shares 215,735 Est. Cost $45.52 Unrealized +82.5%
ALB ALBEMARLE CORP 1.5%
Value ($000) $20,460 Shares 140,001 Est. Cost $88.26 Unrealized +71.5%
ZBH ZIMMER BIOMET HOLDINGS INC 1.5%
Value ($000) $20,430 Shares 127,618 Est. Cost $102.26 Unrealized +45.4%
CACI CACI INTL INC 1.5%
Value ($000) $20,420 Shares 82,784 Est. Cost $62.84 Unrealized +280.8%
CB CHUBB LIMITED 1.5%
Value ($000) $20,140 Shares 127,461 Est. Cost $115.58 Unrealized +30.0%
RTX RAYTHEON TECHNOLOGIES CORP 1.4%
Value ($000) $19,010 Shares 246,057 Est. Cost $56.74 Unrealized +15.0%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $17,020 Shares 125,644 Est. Cost $57.42 Unrealized +101.4%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $16,990 Shares 103,368 Est. Cost $65.25 Unrealized +115.8%
PPG PPG INDS INC 1.3%
Value ($000) $16,840 Shares 112,043 Est. Cost $96.14 Unrealized +35.3%
WLY WILEY JOHN & SONS INC 1.2%
Value ($000) $16,480 Shares 304,065 Est. Cost $30.76 Unrealized +40.1%
SNY SANOFI 1.2%
Value ($000) $15,620 Shares 315,862 Est. Cost $50.97 Unrealized
MTB M & T BK CORP 1.2%
Value ($000) $15,500 Shares 102,239 Est. Cost $122.08 Unrealized +3.3%
GLW CORNING INC 1.1%
Value ($000) $14,680 Shares 337,437 Est. Cost $15.78 Unrealized +112.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 1.0%
Value ($000) $13,560 Shares 173,544 Est. Cost $57.51 Unrealized +24.5%
AAPL APPLE INC 1.0%
Value ($000) $13,130 Shares 107,506 Est. Cost $84.45 Unrealized +48.1%
GILD GILEAD SCIENCES INC 1.0%
Value ($000) $13,100 Shares 202,620 Est. Cost $51.64 Unrealized +3.3%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $13,080 Shares 124,833 Est. Cost $71.28 Unrealized +11.6%
FLIR SYS INC 0.9%
Value ($000) $12,580 Shares 222,797 Est. Cost $44.44 Unrealized
HXL HEXCEL CORP NEW 0.9%
Value ($000) $12,250 Shares 218,818 Est. Cost $42.80 Unrealized +23.2%
NVS NOVARTIS AG 0.8%
Value ($000) $11,040 Shares 129,115 Est. Cost $80.86 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $10,060 Shares 22,044 Est. Cost $79.76 Unrealized +490.7%
REGN REGENERON PHARMACEUTICALS 0.7%
Value ($000) $8,780 Shares 18,562 Est. Cost $359.19 Unrealized +34.8%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $8,730 Shares 156,435 Est. Cost $52.34 Unrealized -17.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $8,490 Shares 22 Est. Cost $178745.47 Unrealized +105.1%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $7,760 Shares 21,303 Est. Cost $195.27 Unrealized
MDLZ MONDELEZ INTL INC 0.6%
Value ($000) $7,620 Shares 130,224 Est. Cost $23.16 Unrealized +115.0%
ROYAL DUTCH SHELL PLC 0.6%
Value ($000) $7,510 Shares 203,993 Est. Cost $62.82 Unrealized
DVN DEVON ENERGY CORP NEW 0.5%
Value ($000) $6,990 Shares 319,914 Est. Cost $9.66 Unrealized +64.9%
BLKB BLACKBAUD INC 0.5%
Value ($000) $6,920 Shares 97,313 Est. Cost $73.37 Unrealized -6.0%
ECL ECOLAB INC 0.5%
Value ($000) $6,580 Shares 30,750 Est. Cost $73.81 Unrealized +173.0%
EBAY EBAY INC. 0.5%
Value ($000) $6,030 Shares 98,403 Est. Cost $22.34 Unrealized +138.2%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $5,260 Shares 34,550 Est. Cost $81.74 Unrealized +55.7%
ALL ALLSTATE CORP 0.4%
Value ($000) $4,880 Shares 42,512 Est. Cost $37.12 Unrealized +163.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $4,040 Shares 8,503 Est. Cost $47.11 Unrealized +892.2%
DOV DOVER CORP 0.3%
Value ($000) $3,970 Shares 28,975 Est. Cost $39.99 Unrealized +199.1%
VMC VULCAN MATLS CO 0.3%
Value ($000) $3,920 Shares 23,242 Est. Cost $46.69 Unrealized +233.9%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $3,910 Shares 10,971 Est. Cost $273.34 Unrealized +24.2%
PEP PEPSICO INC 0.3%
Value ($000) $3,880 Shares 27,455 Est. Cost $58.64 Unrealized +101.1%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,520 Shares 15,621 Est. Cost $52.17 Unrealized +280.9%
AMGN AMGEN INC 0.3%
Value ($000) $3,370 Shares 13,553 Est. Cost $73.34 Unrealized +179.1%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $3,030 Shares 21,444 Est. Cost $60.38 Unrealized +106.0%
PFE PFIZER INC 0.2%
Value ($000) $2,550 Shares 70,437 Est. Cost $16.65 Unrealized +68.4%
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,540 Shares 47,905 Est. Cost $32.91 Unrealized +25.8%
KO COCA COLA CO 0.2%
Value ($000) $2,420 Shares 45,872 Est. Cost $29.12 Unrealized +49.0%
GOOGL ALPHABET INC 0.2%
Value ($000) $2,330 Shares 1,129 Est. Cost $48.35 Unrealized +102.6%
MMM 3M CO 0.2%
Value ($000) $2,210 Shares 11,480 Est. Cost $67.67 Unrealized +84.9%
GOOG ALPHABET INC 0.2%
Value ($000) $2,140 Shares 1,033 Est. Cost $47.24 Unrealized +108.4%
SEAGEN INC 0.2%
Value ($000) $2,050 Shares 14,794 Est. Cost $175.20 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $2,000 Shares 30,161 Est. Cost $40.27 Unrealized +54.7%
ABT ABBOTT LABS 0.1%
Value ($000) $1,980 Shares 16,480 Est. Cost $34.45 Unrealized +215.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1,950 Shares 8,986 Est. Cost $64.73 Unrealized +172.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $1,850 Shares 4,663 Est. Cost $324.53 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,840 Shares 23,356 Est. Cost $45.43 Unrealized +54.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,760 Shares 5,005 Est. Cost $279.18 Unrealized +18.1%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $1,690 Shares 7,862 Est. Cost $110.88 Unrealized +98.1%
NTR NUTRIEN LTD 0.1%
Value ($000) $1,670 Shares 30,960 Est. Cost $38.37 Unrealized +22.0%
HD HOME DEPOT INC 0.1%
Value ($000) $1,650 Shares 5,407 Est. Cost $88.83 Unrealized +175.2%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,550 Shares 502 Est. Cost $63.17 Unrealized +150.9%
FAST FASTENAL CO 0.1%
Value ($000) $1,500 Shares 29,856 Est. Cost $11.17 Unrealized +90.6%
NORDSTROM INC 0.1%
Value ($000) $1,390 Shares 36,580 Est. Cost $65.24 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1,260 Shares 6,663 Est. Cost $52.16 Unrealized +200.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,210 Shares 13,370 Est. Cost $41.20 Unrealized +88.8%
UNP UNION PAC CORP 0.1%
Value ($000) $1,190 Shares 5,388 Est. Cost $68.15 Unrealized +176.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1,180 Shares 18,733 Est. Cost $33.87 Unrealized +50.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,150 Shares 1,558 Est. Cost $179.26 Unrealized +40.3%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $1,130 Shares 7,372 Est. Cost $134.71 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC 0.1%
Value ($000) $1,120 Shares 11,553 Est. Cost $62.13 Unrealized +68.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,100 Shares 7,920 Est. Cost $63.73 Unrealized +74.0%
GENERAL ELECTRIC CO 0.1%
Value ($000) $1,080 Shares 82,216 Est. Cost $23.30 Unrealized
V VISA INC 0.1%
Value ($000) $1,030 Shares 4,860 Est. Cost $176.31 Unrealized +15.2%
INCY INCYTE CORP 0.1%
Value ($000) $1,030 Shares 12,645 Est. Cost $73.91 Unrealized +15.5%
TGT TARGET CORP 0.1%
Value ($000) $1,010 Shares 5,091 Est. Cost $71.50 Unrealized +128.3%
VPL VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $960 Shares 11,810 Est. Cost $55.88 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $950 Shares 15,600 Est. Cost $46.98 Unrealized
CTRA CABOT OIL & GAS CORP 0.1%
Value ($000) $940 Shares 50,104 Est. Cost $25.97 Unrealized -45.0%
IONS IONIS PHARMACEUTICALS INC 0.1%
Value ($000) $920 Shares 20,353 Est. Cost $49.63 Unrealized +12.4%
JACOBS ENGR GROUP INC 0.1%
Value ($000) $910 Shares 7,010 Est. Cost $52.41 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $880 Shares 4,765 Est. Cost $136.74 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $870 Shares 11,519 Est. Cost $85.27 Unrealized -4.2%
T AT&T INC 0.1%
Value ($000) $860 Shares 28,369 Est. Cost $15.51 Unrealized +4.1%
TSLA TESLA INC 0.1%
Value ($000) $860 Shares 1,295 Est. Cost $108.51 Unrealized +131.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $850 Shares 9,561 Est. Cost $50.45 Unrealized +32.4%
IVV ISHARES TR 0.1%
Value ($000) $840 Shares 2,118 Est. Cost $258.24 Unrealized
WAT WATERS CORP 0.1%
Value ($000) $830 Shares 2,910 Est. Cost $179.50 Unrealized +52.1%
FUL FULLER H B CO 0.1%
Value ($000) $760 Shares 12,094 Est. Cost $33.69 Unrealized +58.6%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $740 Shares 13,708 Est. Cost $32.91 Unrealized +40.2%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $740 Shares 3,040 Est. Cost $94.79 Unrealized +138.0%
DOX AMDOCS LTD 0.1%
Value ($000) $740 Shares 10,545 Est. Cost $56.43 Unrealized +20.7%
FISV FISERV INC 0.1%
Value ($000) $730 Shares 6,111 Est. Cost $49.57 Unrealized +131.5%
MCD MCDONALDS CORP 0.1%
Value ($000) $730 Shares 3,275 Est. Cost $94.20 Unrealized +103.0%
VHT VANGUARD WORLD FDS 0.1%
Value ($000) $700 Shares 3,045 Est. Cost $203.61 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $650 Shares 8,386 Est. Cost $27.19 Unrealized +6.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $640 Shares 4,786 Est. Cost $112.91 Unrealized -13.1%
HUBB HUBBELL INC 0.0%
Value ($000) $620 Shares 3,308 Est. Cost $81.00 Unrealized +96.9%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $620 Shares 9,654 Est. Cost $57.74 Unrealized +0.5%
ABBV ABBVIE INC 0.0%
Value ($000) $600 Shares 5,502 Est. Cost $35.54 Unrealized +150.1%
BP BP PLC 0.0%
Value ($000) $590 Shares 24,325 Est. Cost $41.29 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $580 Shares 9,062 Est. Cost $27.86 Unrealized +94.1%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $570 Shares 2,018 Est. Cost $89.91 Unrealized +214.6%
DOW DOW INC 0.0%
Value ($000) $570 Shares 8,900 Est. Cost $36.64 Unrealized +25.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $550 Shares 2,956 Est. Cost $50.22 Unrealized +270.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $550 Shares 9,438 Est. Cost $40.02 Unrealized +5.6%
NEKTAR THERAPEUTICS 0.0%
Value ($000) $540 Shares 27,208 Est. Cost $20.80 Unrealized
DE DEERE & CO 0.0%
Value ($000) $540 Shares 1,439 Est. Cost $124.07 Unrealized +147.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $530 Shares 7,102 Est. Cost $41.82 Unrealized +41.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $530 Shares 6,996 Est. Cost $53.40 Unrealized +28.9%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $500 Shares 1,509 Est. Cost $308.15 Unrealized
BA BOEING CO 0.0%
Value ($000) $490 Shares 1,928 Est. Cost $138.67 Unrealized +60.3%
KMX CARMAX INC 0.0%
Value ($000) $490 Shares 3,682 Est. Cost $78.36 Unrealized +55.3%
MO ALTRIA GROUP INC 0.0%
Value ($000) $450 Shares 8,822 Est. Cost $24.96 Unrealized +21.9%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $440 Shares 5,965 Est. Cost $52.02 Unrealized +11.7%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $440 Shares 2,056 Est. Cost $152.45 Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $440 Shares 13,484 Est. Cost $24.45 Unrealized +24.1%
ORCL ORACLE CORP 0.0%
Value ($000) $430 Shares 6,182 Est. Cost $48.99 Unrealized +23.7%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $430 Shares 10,848 Est. Cost $56.73 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $420 Shares 6,167 Est. Cost $67.43 Unrealized
MOO VANECK VECTORS ETF TR 0.0%
Value ($000) $410 Shares 4,634 Est. Cost $79.69 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $400 Shares 1,790 Est. Cost $165.16 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $390 Shares 1,408 Est. Cost $177.13 Unrealized +36.2%
CSCO CISCO SYS INC 0.0%
Value ($000) $380 Shares 7,400 Est. Cost $37.21 Unrealized +9.2%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $370 Shares 1,557 Est. Cost $117.03 Unrealized +64.3%
EFA ISHARES TR 0.0%
Value ($000) $370 Shares 4,865 Est. Cost $56.93 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $370 Shares 8,023 Est. Cost $25.01 Unrealized +67.6%
NKE NIKE INC 0.0%
Value ($000) $350 Shares 2,661 Est. Cost $77.16 Unrealized +67.9%
LOW LOWES COS INC 0.0%
Value ($000) $350 Shares 1,836 Est. Cost $156.97 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $350 Shares 8,996 Est. Cost $24.36 Unrealized +25.7%
AME AMETEK INC 0.0%
Value ($000) $330 Shares 2,564 Est. Cost $80.80 Unrealized +44.7%
META FACEBOOK INC 0.0%
Value ($000) $320 Shares 1,095 Est. Cost $210.07 Unrealized +27.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $310 Shares 5,726 Est. Cost $74.49 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $300 Shares 590 Est. Cost $26.14 Unrealized +18.5%
MS MORGAN STANLEY 0.0%
Value ($000) $300 Shares 3,884 Est. Cost $65.58 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $300 Shares 7,490 Est. Cost $47.76 Unrealized -40.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $300 Shares 5,967 Est. Cost $30.99 Unrealized +30.5%
HSY HERSHEY CO 0.0%
Value ($000) $290 Shares 1,862 Est. Cost $93.38 Unrealized +43.6%
FTV FORTIVE CORP 0.0%
Value ($000) $290 Shares 4,175 Est. Cost $30.87 Unrealized +64.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $290 Shares 2,213 Est. Cost $98.41 Unrealized +31.8%
CRM SALESFORCE COM INC 0.0%
Value ($000) $280 Shares 1,309 Est. Cost $167.29 Unrealized +31.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $280 Shares 1,462 Est. Cost $99.52 Unrealized +52.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $280 Shares 7,042 Est. Cost $31.62 Unrealized 0.0%
LQD ISHARES TR 0.0%
Value ($000) $270 Shares 2,091 Est. Cost $128.17 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $270 Shares 5,465 Est. Cost $41.24 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $260 Shares 5,000 Est. Cost $39.08 Unrealized
EME EMCOR GROUP INC 0.0%
Value ($000) $260 Shares 2,350 Est. Cost $78.88 Unrealized +25.0%
ETN EATON CORP PLC 0.0%
Value ($000) $250 Shares 1,801 Est. Cost $103.87 Unrealized +14.5%
IOSP INNOSPEC INC 0.0%
Value ($000) $250 Shares 2,400 Est. Cost $71.95 Unrealized +28.0%
WMT WALMART INC 0.0%
Value ($000) $250 Shares 1,865 Est. Cost $38.23 Unrealized +13.3%
DVY ISHARES TR 0.0%
Value ($000) $250 Shares 2,153 Est. Cost $97.54 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $250 Shares 2,582 Est. Cost $89.08 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $250 Shares 1,442 Est. Cost $107.78 Unrealized +28.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $250 Shares 9,199 Est. Cost $16.89 Unrealized +40.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $250 Shares 3,885 Est. Cost $28.06 Unrealized +102.8%
GPC GENUINE PARTS CO 0.0%
Value ($000) $240 Shares 2,063 Est. Cost $67.34 Unrealized +38.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $240 Shares 446 Est. Cost $11.60 Unrealized +15.6%
IEX IDEX CORP 0.0%
Value ($000) $230 Shares 1,112 Est. Cost $162.36 Unrealized +15.1%
EOG EOG RES INC 0.0%
Value ($000) $230 Shares 3,230 Est. Cost $50.41 Unrealized 0.0%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $230 Shares 1,334 Est. Cost $114.35 Unrealized +15.3%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $230 Shares 2,187 Est. Cost $75.32 Unrealized +12.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $230 Shares 13,600 Est. Cost $13.37 Unrealized -13.5%
WESTROCK CO 0.0%
Value ($000) $230 Shares 4,495 Est. Cost $51.17 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $230 Shares 10,496 Est. Cost $35.08 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $230 Shares 371 Est. Cost $507.25 Unrealized +23.2%
BIIB BIOGEN INC 0.0%
Value ($000) $230 Shares 823 Est. Cost $300.59 Unrealized -10.3%
CLX CLOROX CO DEL 0.0%
Value ($000) $220 Shares 1,155 Est. Cost $140.39 Unrealized +17.6%
KELLOGG CO 0.0%
Value ($000) $220 Shares 3,409 Est. Cost $38.56 Unrealized +21.9%
EQIX EQUINIX INC 0.0%
Value ($000) $210 Shares 312 Est. Cost $624.54 Unrealized 0.0%
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $210 Shares 2,799 Est. Cost $75.03 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $210 Shares 350 Est. Cost $600.00 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $210 Shares 3,912 Est. Cost $39.42 Unrealized 0.0%
WPP WPP PLC NEW 0.0%
Value ($000) $210 Shares 3,345 Est. Cost $83.99 Unrealized
BANCORPSOUTH BK TUPELO MISS 0.0%
Value ($000) $210 Shares 6,345 Est. Cost $33.10 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $200 Shares 1,994 Est. Cost $100.30 Unrealized
EQNR EQUINOR ASA 0.0%
Value ($000) $200 Shares 10,250 Est. Cost $14.63 Unrealized