Strategic Global Advisors, LLC Diversified Active

CIK: 0001580212 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 14, 2021

Total Value ($000): $555,286 (100.0% shares, 0.0% debt)

Holdings (165)

CHKP CHECK POINT SOFTWARE TECH LT 4.4%
Value ($000) $24,311 Shares 217,124 Est. Cost $114.39 Unrealized +5.3%
MSFT MICROSOFT CORP 3.9%
Value ($000) $21,661 Shares 91,872 Est. Cost $131.52 Unrealized +69.5%
AAPL APPLE INC 3.0%
Value ($000) $16,711 Shares 136,809 Est. Cost $93.69 Unrealized +33.5%
AMZN AMAZON COM INC 2.4%
Value ($000) $13,221 Shares 4,273 Est. Cost $127.79 Unrealized +24.0%
GOOGL ALPHABET INC 2.2%
Value ($000) $12,082 Shares 5,858 Est. Cost $65.26 Unrealized +50.1%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $10,966 Shares 72,036 Est. Cost $90.26 Unrealized +41.0%
NTB BANK OF NT BUTTERFIELD&SON L 1.9%
Value ($000) $10,368 Shares 271,272 Est. Cost $24.15 Unrealized +14.5%
AMGN AMGEN INC 1.8%
Value ($000) $10,181 Shares 40,917 Est. Cost $141.02 Unrealized +45.1%
KB KB FINL GROUP INC 1.8%
Value ($000) $9,922 Shares 200,730 Est. Cost $32.06 Unrealized
SPGI S&P GLOBAL INC 1.7%
Value ($000) $9,354 Shares 26,507 Est. Cost $254.71 Unrealized +25.5%
BAC BK OF AMERICA CORP 1.6%
Value ($000) $8,618 Shares 222,748 Est. Cost $19.76 Unrealized +55.0%
SHW SHERWIN WILLIAMS CO 1.5%
Value ($000) $8,445 Shares 34,329 Est. Cost $223.16 Unrealized +2.2%
ICLR ICON PLC 1.5%
Value ($000) $8,251 Shares 42,018 Est. Cost $117.20 Unrealized +68.4%
ST SENSATA TECHNOLOGIES HLDG PL 1.4%
Value ($000) $8,032 Shares 138,595 Est. Cost $48.06 Unrealized +20.0%
CSCO CISCO SYS INC 1.3%
Value ($000) $7,414 Shares 143,371 Est. Cost $35.87 Unrealized +13.2%
META FACEBOOK INC 1.3%
Value ($000) $7,397 Shares 25,116 Est. Cost $190.53 Unrealized +40.3%
NTES NETEASE INC 1.3%
Value ($000) $7,287 Shares 70,570 Est. Cost $165.88 Unrealized
C CITIGROUP INC 1.3%
Value ($000) $7,135 Shares 98,072 Est. Cost $51.46 Unrealized +9.2%
WAL WESTERN ALLIANCE BANCORP 1.2%
Value ($000) $6,708 Shares 71,029 Est. Cost $39.18 Unrealized +90.3%
ORCL ORACLE CORP 1.2%
Value ($000) $6,488 Shares 92,461 Est. Cost $46.67 Unrealized +29.9%
IDXX IDEXX LABS INC 1.1%
Value ($000) $6,305 Shares 12,885 Est. Cost $177.08 Unrealized +182.9%
ABBV ABBVIE INC 1.1%
Value ($000) $6,225 Shares 57,520 Est. Cost $72.17 Unrealized +23.2%
KLAC KLA CORP 1.1%
Value ($000) $6,189 Shares 18,731 Est. Cost $188.68 Unrealized +51.5%
POOL POOL CORP 1.1%
Value ($000) $6,169 Shares 17,870 Est. Cost $291.74 Unrealized +12.7%
ACI ALBERTSONS COS INC 1.1%
Value ($000) $6,144 Shares 322,194 Est. Cost $9.67 Unrealized +21.2%
EA ELECTRONIC ARTS INC 1.1%
Value ($000) $6,009 Shares 44,390 Est. Cost $100.11 Unrealized +34.8%
JAZZ JAZZ PHARMACEUTICALS PLC 1.1%
Value ($000) $5,994 Shares 36,466 Est. Cost $127.05 Unrealized +29.5%
CDNS CADENCE DESIGN SYSTEM INC 1.1%
Value ($000) $5,909 Shares 43,133 Est. Cost $72.18 Unrealized +85.9%
AKAM AKAMAI TECHNOLOGIES INC 1.1%
Value ($000) $5,846 Shares 57,368 Est. Cost $92.85 Unrealized +11.2%
CITRIX SYS INC 1.0%
Value ($000) $5,752 Shares 40,977 Est. Cost $99.75 Unrealized
DECK DECKERS OUTDOOR CORP 1.0%
Value ($000) $5,630 Shares 17,038 Est. Cost $26.97 Unrealized +97.9%
MMM 3M CO 1.0%
Value ($000) $5,556 Shares 28,834 Est. Cost $125.09 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 1.0%
Value ($000) $5,396 Shares 20,137 Est. Cost $277.62 Unrealized +12.3%
ALL ALLSTATE CORP 1.0%
Value ($000) $5,296 Shares 46,092 Est. Cost $81.08 Unrealized +20.5%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $5,105 Shares 11,185 Est. Cost $454.43 Unrealized +3.7%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $4,958 Shares 13,418 Est. Cost $307.26 Unrealized -2.4%
TROW PRICE T ROWE GROUP INC 0.9%
Value ($000) $4,875 Shares 28,407 Est. Cost $98.01 Unrealized +34.6%
SONY SONY CORP 0.9%
Value ($000) $4,798 Shares 45,264 Est. Cost $47.10 Unrealized
ACN ACCENTURE PLC IRELAND 0.8%
Value ($000) $4,367 Shares 15,808 Est. Cost $241.32 Unrealized 0.0%
NVS NOVARTIS AG 0.8%
Value ($000) $4,287 Shares 50,149 Est. Cost $90.01 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.8%
Value ($000) $4,261 Shares 2,681 Est. Cost $117.17 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $4,200 Shares 22,332 Est. Cost $150.96 Unrealized +11.3%
RIO RIO TINTO PLC 0.7%
Value ($000) $4,154 Shares 53,499 Est. Cost $64.44 Unrealized
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $4,147 Shares 30,624 Est. Cost $116.79 Unrealized -0.9%
MTD METTLER TOLEDO INTERNATIONAL 0.7%
Value ($000) $4,133 Shares 3,576 Est. Cost $1158.97 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.7%
Value ($000) $4,121 Shares 21,804 Est. Cost $151.36 Unrealized 0.0%
MRK MERCK & CO. INC 0.7%
Value ($000) $4,060 Shares 52,660 Est. Cost $60.98 Unrealized +3.4%
AYI ACUITY BRANDS INC 0.7%
Value ($000) $4,027 Shares 24,409 Est. Cost $101.53 Unrealized +23.9%
RRX REGAL BELOIT CORP 0.7%
Value ($000) $3,995 Shares 27,997 Est. Cost $103.56 Unrealized +32.6%
BABA ALIBABA GROUP HLDG LTD 0.7%
Value ($000) $3,944 Shares 17,395 Est. Cost $194.64 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $3,691 Shares 20,004 Est. Cost $180.17 Unrealized 0.0%
GIS GENERAL MLS INC 0.7%
Value ($000) $3,680 Shares 60,006 Est. Cost $49.03 Unrealized -0.2%
HOLX HOLOGIC INC 0.7%
Value ($000) $3,647 Shares 49,026 Est. Cost $70.60 Unrealized +7.5%
HUBB HUBBELL INC 0.7%
Value ($000) $3,621 Shares 19,373 Est. Cost $132.76 Unrealized +20.1%
INTC INTEL CORP 0.6%
Value ($000) $3,562 Shares 55,649 Est. Cost $43.28 Unrealized +25.0%
YUMC YUM CHINA HLDGS INC 0.6%
Value ($000) $3,515 Shares 59,369 Est. Cost $48.15 Unrealized +24.1%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $3,491 Shares 6,539 Est. Cost $13.35 Unrealized +0.4%
MTG MGIC INVT CORP WIS 0.6%
Value ($000) $3,455 Shares 249,494 Est. Cost $7.65 Unrealized +66.7%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $3,405 Shares 32,498 Est. Cost $65.19 Unrealized +22.1%
FFIV F5 NETWORKS INC 0.6%
Value ($000) $3,382 Shares 16,213 Est. Cost $135.57 Unrealized +45.3%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $3,376 Shares 25,266 Est. Cost $53.81 Unrealized +96.5%
GNTX GENTEX CORP 0.6%
Value ($000) $3,348 Shares 93,851 Est. Cost $25.14 Unrealized +41.3%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $3,334 Shares 15,052 Est. Cost $181.01 Unrealized +2.2%
ASML ASML HOLDING N V 0.6%
Value ($000) $3,316 Shares 5,371 Est. Cost $617.39 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $3,210 Shares 19,531 Est. Cost $86.97 Unrealized +61.9%
QCOM QUALCOMM INC 0.6%
Value ($000) $3,091 Shares 23,316 Est. Cost $74.24 Unrealized +74.7%
HMC HONDA MOTOR LTD 0.6%
Value ($000) $3,056 Shares 101,207 Est. Cost $27.51 Unrealized
UNILEVER PLC 0.5%
Value ($000) $3,042 Shares 54,483 Est. Cost $55.83 Unrealized
ESS ESSEX PPTY TR INC 0.5%
Value ($000) $3,034 Shares 11,161 Est. Cost $192.93 Unrealized +12.8%
SNA SNAP ON INC 0.5%
Value ($000) $3,016 Shares 13,069 Est. Cost $160.69 Unrealized +8.1%
V VISA INC 0.5%
Value ($000) $2,946 Shares 13,914 Est. Cost $176.32 Unrealized +15.2%
DHT DHT HOLDINGS INC 0.5%
Value ($000) $2,934 Shares 494,730 Est. Cost $3.98 Unrealized +9.0%
VRSN VERISIGN INC 0.5%
Value ($000) $2,861 Shares 14,394 Est. Cost $201.82 Unrealized -3.5%
MET METLIFE INC 0.5%
Value ($000) $2,859 Shares 47,024 Est. Cost $36.32 Unrealized +31.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.5%
Value ($000) $2,830 Shares 19,735 Est. Cost $97.38 Unrealized +45.6%
MCK MCKESSON CORP 0.5%
Value ($000) $2,828 Shares 14,502 Est. Cost $161.70 Unrealized +9.7%
MCO MOODYS CORP 0.5%
Value ($000) $2,783 Shares 9,321 Est. Cost $272.73 Unrealized -0.9%
EME EMCOR GROUP INC 0.5%
Value ($000) $2,752 Shares 24,535 Est. Cost $78.88 Unrealized +25.0%
INTERPUBLIC GROUP COS INC 0.5%
Value ($000) $2,721 Shares 93,170 Est. Cost $22.01 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.5%
Value ($000) $2,685 Shares 36,210 Est. Cost $59.18 Unrealized -1.8%
EBAY EBAY INC. 0.5%
Value ($000) $2,572 Shares 42,002 Est. Cost $31.71 Unrealized +67.8%
PFSI PENNYMAC FINL SVCS INC NEW 0.5%
Value ($000) $2,559 Shares 38,274 Est. Cost $51.33 Unrealized +13.5%
PAYX PAYCHEX INC 0.5%
Value ($000) $2,554 Shares 26,058 Est. Cost $76.93 Unrealized +4.5%
RPM RPM INTL INC 0.5%
Value ($000) $2,546 Shares 27,724 Est. Cost $87.87 Unrealized -1.6%
BHP BHP GROUP LTD 0.5%
Value ($000) $2,512 Shares 36,197 Est. Cost $57.26 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $2,461 Shares 5,176 Est. Cost $474.91 Unrealized -1.6%
TKR TIMKEN CO 0.4%
Value ($000) $2,450 Shares 30,188 Est. Cost $68.10 Unrealized +17.2%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $2,349 Shares 59,902 Est. Cost $53.96 Unrealized
RELX RELX PLC 0.4%
Value ($000) $2,227 Shares 88,515 Est. Cost $23.37 Unrealized
THO THOR INDS INC 0.4%
Value ($000) $2,222 Shares 16,489 Est. Cost $84.41 Unrealized +30.1%
LOGI LOGITECH INTL S A 0.4%
Value ($000) $2,212 Shares 21,170 Est. Cost $88.31 Unrealized +10.2%
IX ORIX CORP 0.4%
Value ($000) $2,201 Shares 25,964 Est. Cost $67.47 Unrealized
SCZ ISHARES TR 0.4%
Value ($000) $2,177 Shares 30,303 Est. Cost $59.59 Unrealized
FHI FEDERATED HERMES INC 0.4%
Value ($000) $2,128 Shares 67,979 Est. Cost $17.08 Unrealized +41.7%
REGN REGENERON PHARMACEUTICALS 0.4%
Value ($000) $2,126 Shares 4,494 Est. Cost $532.19 Unrealized -9.0%
SNY SANOFI 0.4%
Value ($000) $2,123 Shares 42,923 Est. Cost $50.41 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.4%
Value ($000) $2,075 Shares 244,657 Est. Cost $12.08 Unrealized
CE CELANESE CORP DEL 0.4%
Value ($000) $2,008 Shares 13,406 Est. Cost $93.53 Unrealized +35.0%
INFY INFOSYS LTD 0.4%
Value ($000) $2,006 Shares 107,138 Est. Cost $16.97 Unrealized
VST VISTRA CORP 0.3%
Value ($000) $1,925 Shares 108,873 Est. Cost $18.83 Unrealized -5.0%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,910 Shares 21,175 Est. Cost $58.78 Unrealized +32.4%
CTRA CABOT OIL & GAS CORP 0.3%
Value ($000) $1,851 Shares 98,539 Est. Cost $14.73 Unrealized -3.1%
ABT ABBOTT LABS 0.3%
Value ($000) $1,850 Shares 15,437 Est. Cost $82.83 Unrealized +31.2%
NOMD NOMAD FOODS LTD 0.3%
Value ($000) $1,805 Shares 65,749 Est. Cost $25.86 Unrealized 0.0%
UMC UNITED MICROELECTRONICS CORP 0.3%
Value ($000) $1,639 Shares 179,902 Est. Cost $3.88 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.3%
Value ($000) $1,628 Shares 32,197 Est. Cost $43.31 Unrealized +13.1%
RDY DR REDDYS LABS LTD 0.3%
Value ($000) $1,596 Shares 25,994 Est. Cost $59.28 Unrealized
DBX DROPBOX INC 0.3%
Value ($000) $1,568 Shares 58,799 Est. Cost $23.21 Unrealized +3.7%
DOV DOVER CORP 0.3%
Value ($000) $1,516 Shares 11,055 Est. Cost $119.60 Unrealized 0.0%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.3%
Value ($000) $1,466 Shares 20,978 Est. Cost $57.25 Unrealized +18.0%
GLAXOSMITHKLINE PLC 0.3%
Value ($000) $1,395 Shares 39,090 Est. Cost $40.40 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $1,392 Shares 4,560 Est. Cost $140.94 Unrealized +73.4%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,381 Shares 6,426 Est. Cost $253.37 Unrealized -13.3%
ADT ADT INC DEL 0.2%
Value ($000) $1,370 Shares 162,321 Est. Cost $6.20 Unrealized +24.7%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $1,357 Shares 2,792 Est. Cost $475.37 Unrealized 0.0%
GMAB GENMAB A/S 0.2%
Value ($000) $1,294 Shares 39,418 Est. Cost $25.08 Unrealized
MGA MAGNA INTL INC 0.2%
Value ($000) $1,152 Shares 13,090 Est. Cost $34.48 Unrealized +100.9%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $1,114 Shares 5,500 Est. Cost $182.06 Unrealized +1.3%
SEE SEALED AIR CORP NEW 0.2%
Value ($000) $1,088 Shares 23,740 Est. Cost $40.72 Unrealized 0.0%
CIEN CIENA CORP 0.2%
Value ($000) $988 Shares 18,057 Est. Cost $52.62 Unrealized +2.3%
TX TERNIUM SA 0.2%
Value ($000) $978 Shares 25,184 Est. Cost $21.70 Unrealized
TRU TRANSUNION 0.2%
Value ($000) $873 Shares 9,705 Est. Cost $83.97 Unrealized +4.8%
NMR NOMURA HLDGS INC 0.2%
Value ($000) $850 Shares 158,650 Est. Cost $4.64 Unrealized
TOTAL SE 0.2%
Value ($000) $836 Shares 17,953 Est. Cost $37.78 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.2%
Value ($000) $834 Shares 45,667 Est. Cost $18.26 Unrealized
VIPS VIPSHOP HOLDINGS LIMITED 0.1%
Value ($000) $734 Shares 24,582 Est. Cost $15.63 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $724 Shares 6,120 Est. Cost $88.59 Unrealized
TME TENCENT MUSIC ENTMT GROUP 0.1%
Value ($000) $701 Shares 34,221 Est. Cost $19.23 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $623 Shares 9,322 Est. Cost $38.73 Unrealized +26.2%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $604 Shares 10,380 Est. Cost $40.66 Unrealized +3.9%
CACI CACI INTL INC 0.1%
Value ($000) $498 Shares 2,017 Est. Cost $230.36 Unrealized +3.9%
WIT WIPRO LTD 0.1%
Value ($000) $468 Shares 73,860 Est. Cost $6.34 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $445 Shares 10,894 Est. Cost $40.05 Unrealized -4.0%
ATHM AUTOHOME INC 0.1%
Value ($000) $431 Shares 4,620 Est. Cost $93.29 Unrealized
BIDU BAIDU INC 0.1%
Value ($000) $413 Shares 1,900 Est. Cost $217.37 Unrealized
HLF HERBALIFE NUTRITION LTD 0.1%
Value ($000) $408 Shares 9,193 Est. Cost $48.25 Unrealized +2.2%
LKQ LKQ CORP 0.1%
Value ($000) $407 Shares 9,615 Est. Cost $30.70 Unrealized +15.0%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $375 Shares 1,144 Est. Cost $215.21 Unrealized +36.9%
NFLX NETFLIX INC 0.1%
Value ($000) $367 Shares 703 Est. Cost $51.47 Unrealized +3.1%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $365 Shares 6,000 Est. Cost $48.93 Unrealized 0.0%
HIW HIGHWOODS PPTYS INC 0.1%
Value ($000) $365 Shares 8,509 Est. Cost $40.93 Unrealized
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $352 Shares 12,933 Est. Cost $16.53 Unrealized +43.4%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $331 Shares 682 Est. Cost $197.34 Unrealized +126.0%
CHH CHOICE HOTELS INTL INC 0.1%
Value ($000) $331 Shares 3,081 Est. Cost $93.21 Unrealized +9.6%
JD JD.COM INC 0.1%
Value ($000) $312 Shares 3,697 Est. Cost $77.70 Unrealized
EWT ISHARES INC 0.1%
Value ($000) $309 Shares 5,160 Est. Cost $40.21 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.1%
Value ($000) $302 Shares 9,000 Est. Cost $24.11 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $289 Shares 1,115 Est. Cost $174.85 Unrealized +26.9%
SGI TEMPUR SEALY INTL INC 0.1%
Value ($000) $287 Shares 7,838 Est. Cost $24.39 Unrealized +32.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $286 Shares 883 Est. Cost $280.94 Unrealized -1.0%
GDDY GODADDY INC 0.1%
Value ($000) $278 Shares 3,583 Est. Cost $75.25 Unrealized +6.9%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $262 Shares 7,350 Est. Cost $27.88 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $261 Shares 2,710 Est. Cost $22.95 Unrealized +24.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $259 Shares 2,840 Est. Cost $39.50 Unrealized +13.4%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $241 Shares 1,036 Est. Cost $106.15 Unrealized +89.2%
MCAFEE CORP 0.0%
Value ($000) $238 Shares 10,484 Est. Cost $22.70 Unrealized
OMF ONEMAIN HLDGS INC 0.0%
Value ($000) $234 Shares 4,356 Est. Cost $39.49 Unrealized +30.7%
TGT TARGET CORP 0.0%
Value ($000) $233 Shares 1,177 Est. Cost $144.87 Unrealized +12.7%
HELE HELEN OF TROY LTD 0.0%
Value ($000) $229 Shares 1,089 Est. Cost $168.70 Unrealized +33.7%
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $223 Shares 2,780 Est. Cost $69.94 Unrealized 0.0%
BC BRUNSWICK CORP 0.0%
Value ($000) $218 Shares 2,288 Est. Cost $83.07 Unrealized 0.0%
HILL ROM HLDGS INC 0.0%
Value ($000) $215 Shares 1,946 Est. Cost $110.48 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $214 Shares 321 Est. Cost $251.06 Unrealized 0.0%
WF WOORI FINL GROUP INC 0.0%
Value ($000) $209 Shares 7,700 Est. Cost $27.14 Unrealized
YETI YETI HLDGS INC 0.0%
Value ($000) $206 Shares 2,856 Est. Cost $71.23 Unrealized 0.0%