Strategic Global Advisors, LLC Diversified Active

CIK: 0001580212 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $682,895 (100.0% shares, 0.0% debt)

Holdings (137)

MSFT MICROSOFT CORP 4.4%
Value ($000) $29,905 Shares 106,075 Est. Cost $166.46 Unrealized +68.6%
GOOGL ALPHABET INC 4.2%
Value ($000) $28,724 Shares 10,744 Est. Cost $94.66 Unrealized +42.7%
CHKP CHECK POINT SOFTWARE TECH LT 3.5%
Value ($000) $24,058 Shares 212,826 Est. Cost $114.39 Unrealized +6.5%
AAPL APPLE INC 3.3%
Value ($000) $22,322 Shares 157,755 Est. Cost $105.53 Unrealized +36.4%
ICLR ICON PLC 3.1%
Value ($000) $21,261 Shares 81,143 Est. Cost $166.14 Unrealized +46.3%
SHW SHERWIN WILLIAMS CO 2.0%
Value ($000) $13,611 Shares 48,659 Est. Cost $239.21 Unrealized +17.6%
SPGI S&P GLOBAL INC 2.0%
Value ($000) $13,396 Shares 31,529 Est. Cost $293.62 Unrealized +42.3%
META FACEBOOK INC 1.8%
Value ($000) $12,501 Shares 36,834 Est. Cost $264.90 Unrealized +35.0%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $11,671 Shares 71,300 Est. Cost $92.75 Unrealized +51.3%
LKQ LKQ CORP 1.7%
Value ($000) $11,540 Shares 229,329 Est. Cost $44.23 Unrealized +3.3%
WMT WALMART INC 1.6%
Value ($000) $10,749 Shares 77,123 Est. Cost $44.76 Unrealized +1.6%
SNA SNAP ON INC 1.6%
Value ($000) $10,743 Shares 51,412 Est. Cost $188.43 Unrealized +4.9%
AMZN AMAZON COM INC 1.6%
Value ($000) $10,693 Shares 3,255 Est. Cost $131.15 Unrealized +31.5%
TSN TYSON FOODS INC 1.5%
Value ($000) $10,455 Shares 132,439 Est. Cost $65.81 Unrealized 0.0%
PLTK PLAYTIKA HLDG CORP 1.5%
Value ($000) $10,182 Shares 368,497 Est. Cost $26.08 Unrealized -4.5%
WAL WESTERN ALLIANCE BANCORP 1.4%
Value ($000) $9,864 Shares 90,645 Est. Cost $50.81 Unrealized +73.5%
NTB BANK OF NT BUTTERFIELD&SON L 1.4%
Value ($000) $9,615 Shares 270,759 Est. Cost $24.15 Unrealized +12.1%
IDXX IDEXX LABS INC 1.4%
Value ($000) $9,237 Shares 14,853 Est. Cost $294.03 Unrealized +128.5%
KB KB FINL GROUP INC 1.3%
Value ($000) $9,187 Shares 197,946 Est. Cost $32.06 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $8,972 Shares 55,554 Est. Cost $130.96 Unrealized +14.7%
C CITIGROUP INC 1.3%
Value ($000) $8,905 Shares 126,887 Est. Cost $53.34 Unrealized +11.9%
CDNS CADENCE DESIGN SYSTEM INC 1.3%
Value ($000) $8,650 Shares 57,120 Est. Cost $91.65 Unrealized +66.3%
ACI ALBERTSONS COS INC 1.3%
Value ($000) $8,646 Shares 277,728 Est. Cost $9.67 Unrealized +83.5%
PG PROCTER AND GAMBLE CO 1.1%
Value ($000) $7,745 Shares 55,398 Est. Cost $127.26 Unrealized 0.0%
ABBV ABBVIE INC 1.1%
Value ($000) $7,700 Shares 71,383 Est. Cost $78.08 Unrealized +24.5%
DBX DROPBOX INC 1.1%
Value ($000) $7,690 Shares 263,185 Est. Cost $27.29 Unrealized +13.8%
KLAC KLA CORP 1.1%
Value ($000) $7,681 Shares 22,962 Est. Cost $219.06 Unrealized +45.5%
MTD METTLER TOLEDO INTERNATIONAL 1.1%
Value ($000) $7,421 Shares 5,388 Est. Cost $1253.52 Unrealized +20.1%
AKAM AKAMAI TECHNOLOGIES INC 1.1%
Value ($000) $7,393 Shares 70,687 Est. Cost $97.91 Unrealized +16.7%
ORCL ORACLE CORP 1.1%
Value ($000) $7,223 Shares 82,894 Est. Cost $46.67 Unrealized +78.5%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $7,184 Shares 121,407 Est. Cost $54.47 Unrealized +0.7%
ASPEN TECHNOLOGY INC 1.0%
Value ($000) $7,062 Shares 57,511 Est. Cost $122.79 Unrealized
ST SENSATA TECHNOLOGIES HLDG PL 1.0%
Value ($000) $7,010 Shares 128,105 Est. Cost $48.06 Unrealized +19.6%
MSI MOTOROLA SOLUTIONS INC 1.0%
Value ($000) $6,713 Shares 28,896 Est. Cost $167.25 Unrealized +31.6%
MMM 3M CO 1.0%
Value ($000) $6,691 Shares 38,141 Est. Cost $128.10 Unrealized +7.2%
AMGN AMGEN INC 0.9%
Value ($000) $6,461 Shares 30,381 Est. Cost $155.01 Unrealized +29.2%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $6,260 Shares 19,566 Est. Cost $256.49 Unrealized +19.1%
CSCO CISCO SYS INC 0.9%
Value ($000) $6,204 Shares 113,981 Est. Cost $39.02 Unrealized +26.2%
NOMD NOMAD FOODS LTD 0.9%
Value ($000) $6,029 Shares 218,769 Est. Cost $28.36 Unrealized -4.3%
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $5,977 Shares 17,190 Est. Cost $360.54 Unrealized -1.6%
HD HOME DEPOT INC 0.8%
Value ($000) $5,627 Shares 17,141 Est. Cost $294.54 Unrealized 0.0%
AYI ACUITY BRANDS INC 0.8%
Value ($000) $5,594 Shares 32,269 Est. Cost $119.04 Unrealized +45.5%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $5,545 Shares 28,850 Est. Cost $155.38 Unrealized +8.1%
DECK DECKERS OUTDOOR CORP 0.8%
Value ($000) $5,458 Shares 15,153 Est. Cost $36.89 Unrealized +85.7%
CE CELANESE CORP DEL 0.8%
Value ($000) $5,247 Shares 34,829 Est. Cost $123.79 Unrealized +15.5%
RIO RIO TINTO PLC 0.7%
Value ($000) $5,077 Shares 75,981 Est. Cost $67.26 Unrealized
RRX REGAL BELOIT CORP 0.7%
Value ($000) $5,055 Shares 33,627 Est. Cost $112.94 Unrealized +27.0%
AVTR AVANTOR INC 0.7%
Value ($000) $5,025 Shares 122,857 Est. Cost $33.90 Unrealized +15.2%
INTERPUBLIC GROUP COS INC 0.7%
Value ($000) $4,517 Shares 123,182 Est. Cost $24.01 Unrealized +26.4%
ATHENE HOLDING LTD 0.6%
Value ($000) $4,412 Shares 64,069 Est. Cost $68.86 Unrealized
PH PARKER-HANNIFIN CORP 0.6%
Value ($000) $4,322 Shares 15,455 Est. Cost $288.63 Unrealized -2.8%
ALL ALLSTATE CORP 0.6%
Value ($000) $4,184 Shares 32,865 Est. Cost $89.93 Unrealized +31.9%
TROW PRICE T ROWE GROUP INC 0.6%
Value ($000) $4,022 Shares 20,445 Est. Cost $116.21 Unrealized +49.7%
ASML ASML HOLDING N V 0.6%
Value ($000) $4,017 Shares 5,391 Est. Cost $617.39 Unrealized
CNH CNH INDL N V 0.6%
Value ($000) $3,981 Shares 239,658 Est. Cost $12.88 Unrealized +0.2%
MCO MOODYS CORP 0.6%
Value ($000) $3,941 Shares 11,099 Est. Cost $293.89 Unrealized +23.6%
HUBB HUBBELL INC 0.6%
Value ($000) $3,885 Shares 21,504 Est. Cost $144.34 Unrealized +25.9%
MCK MCKESSON CORP 0.6%
Value ($000) $3,864 Shares 19,382 Est. Cost $170.05 Unrealized +14.7%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $3,751 Shares 18,153 Est. Cost $186.17 Unrealized +9.0%
ESS ESSEX PPTY TR INC 0.5%
Value ($000) $3,746 Shares 11,717 Est. Cost $211.77 Unrealized +30.0%
EME EMCOR GROUP INC 0.5%
Value ($000) $3,685 Shares 31,935 Est. Cost $87.98 Unrealized +34.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.5%
Value ($000) $3,671 Shares 22,345 Est. Cost $113.47 Unrealized +47.9%
HSY HERSHEY CO 0.5%
Value ($000) $3,540 Shares 20,917 Est. Cost $158.83 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.5%
Value ($000) $3,452 Shares 21,914 Est. Cost $137.87 Unrealized +13.9%
QCOM QUALCOMM INC 0.5%
Value ($000) $3,395 Shares 26,325 Est. Cost $87.52 Unrealized +47.2%
UNILEVER PLC 0.5%
Value ($000) $3,390 Shares 62,527 Est. Cost $55.63 Unrealized
TX TERNIUM SA 0.5%
Value ($000) $3,378 Shares 79,865 Est. Cost $33.73 Unrealized
IP INTERNATIONAL PAPER CO 0.5%
Value ($000) $3,327 Shares 59,499 Est. Cost $46.47 Unrealized -1.2%
HCA HCA HEALTHCARE INC 0.5%
Value ($000) $3,326 Shares 13,704 Est. Cost $204.65 Unrealized +15.0%
UNP UNION PAC CORP 0.5%
Value ($000) $3,323 Shares 16,954 Est. Cost $199.21 Unrealized -2.0%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $3,292 Shares 111,075 Est. Cost $26.00 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.5%
Value ($000) $3,204 Shares 5,295 Est. Cost $552.52 Unrealized +11.7%
SAP SAP SE 0.5%
Value ($000) $3,185 Shares 23,589 Est. Cost $138.97 Unrealized
VRSN VERISIGN INC 0.5%
Value ($000) $3,152 Shares 15,376 Est. Cost $205.30 Unrealized +5.8%
SPOT SPOTIFY TECHNOLOGY S A 0.5%
Value ($000) $3,130 Shares 13,891 Est. Cost $277.62 Unrealized -15.1%
PAYX PAYCHEX INC 0.5%
Value ($000) $3,116 Shares 27,714 Est. Cost $81.88 Unrealized +21.3%
PFE PFIZER INC 0.5%
Value ($000) $3,116 Shares 72,454 Est. Cost $32.05 Unrealized +11.3%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $3,074 Shares 23,883 Est. Cost $70.63 Unrealized +84.9%
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $3,018 Shares 20,379 Est. Cost $138.05 Unrealized -2.5%
IX ORIX CORP 0.4%
Value ($000) $2,921 Shares 30,899 Est. Cost $70.25 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $2,918 Shares 5,068 Est. Cost $509.60 Unrealized +23.5%
DIS DISNEY WALT CO 0.4%
Value ($000) $2,885 Shares 17,053 Est. Cost $180.12 Unrealized -3.3%
CSTM CONSTELLIUM SE 0.4%
Value ($000) $2,807 Shares 149,490 Est. Cost $19.25 Unrealized 0.0%
ROYAL DUTCH SHELL PLC 0.4%
Value ($000) $2,678 Shares 60,089 Est. Cost $53.96 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $2,611 Shares 12,870 Est. Cost $180.63 Unrealized +1.6%
EMR EMERSON ELEC CO 0.4%
Value ($000) $2,595 Shares 27,553 Est. Cost $66.07 Unrealized +38.0%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $2,522 Shares 59,417 Est. Cost $23.37 Unrealized +54.4%
BHP BHP GROUP LTD 0.4%
Value ($000) $2,504 Shares 46,779 Est. Cost $60.80 Unrealized
FICO FAIR ISAAC CORP 0.4%
Value ($000) $2,456 Shares 6,172 Est. Cost $475.52 Unrealized +0.0%
JHG JANUS HENDERSON GROUP PLC 0.3%
Value ($000) $2,373 Shares 57,424 Est. Cost $37.50 Unrealized +10.8%
NRG NRG ENERGY INC 0.3%
Value ($000) $2,298 Shares 56,278 Est. Cost $37.59 Unrealized 0.0%
TKR TIMKEN CO 0.3%
Value ($000) $2,238 Shares 34,205 Est. Cost $69.35 Unrealized +7.2%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,215 Shares 6,419 Est. Cost $307.26 Unrealized +4.4%
BCS BARCLAYS PLC 0.3%
Value ($000) $2,159 Shares 209,235 Est. Cost $9.65 Unrealized
CACI CACI INTL INC 0.3%
Value ($000) $2,108 Shares 8,044 Est. Cost $251.11 Unrealized +2.8%
SCZ ISHARES TR 0.3%
Value ($000) $2,103 Shares 28,257 Est. Cost $62.36 Unrealized
DEO DIAGEO PLC 0.3%
Value ($000) $2,082 Shares 10,790 Est. Cost $192.96 Unrealized
SNY SANOFI 0.3%
Value ($000) $2,075 Shares 43,042 Est. Cost $50.41 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,974 Shares 5,051 Est. Cost $372.48 Unrealized +3.3%
GIS GENERAL MLS INC 0.3%
Value ($000) $1,970 Shares 32,930 Est. Cost $49.45 Unrealized +3.1%
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value ($000) $1,959 Shares 65,373 Est. Cost $34.96 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.3%
Value ($000) $1,955 Shares 53,558 Est. Cost $32.76 Unrealized +3.0%
DOV DOVER CORP 0.3%
Value ($000) $1,832 Shares 11,782 Est. Cost $126.89 Unrealized +23.4%
BPOP POPULAR INC 0.3%
Value ($000) $1,732 Shares 22,297 Est. Cost $66.85 Unrealized -2.3%
NVS NOVARTIS AG 0.3%
Value ($000) $1,730 Shares 21,151 Est. Cost $90.01 Unrealized
GMAB GENMAB A/S 0.3%
Value ($000) $1,727 Shares 39,515 Est. Cost $25.08 Unrealized
SEE SEALED AIR CORP NEW 0.2%
Value ($000) $1,681 Shares 30,677 Est. Cost $43.51 Unrealized +22.5%
NOK NOKIA CORP 0.2%
Value ($000) $1,671 Shares 306,585 Est. Cost $5.45 Unrealized
INFY INFOSYS LTD 0.2%
Value ($000) $1,628 Shares 73,184 Est. Cost $16.97 Unrealized
AZN ASTRAZENECA PLC 0.2%
Value ($000) $1,626 Shares 27,076 Est. Cost $60.05 Unrealized
SONY SONY GROUP CORPORATION 0.2%
Value ($000) $1,620 Shares 14,652 Est. Cost $47.10 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.2%
Value ($000) $1,618 Shares 245,495 Est. Cost $6.59 Unrealized
WF WOORI FINL GROUP INC 0.2%
Value ($000) $1,617 Shares 55,941 Est. Cost $28.66 Unrealized
ERIC ERICSSON 0.2%
Value ($000) $1,599 Shares 142,757 Est. Cost $12.58 Unrealized
CG CARLYLE GROUP INC 0.2%
Value ($000) $1,578 Shares 33,373 Est. Cost $41.33 Unrealized 0.0%
HLF HERBALIFE NUTRITION LTD 0.2%
Value ($000) $1,515 Shares 35,740 Est. Cost $49.29 Unrealized +0.3%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,329 Shares 7,325 Est. Cost $241.21 Unrealized -19.1%
CM CANADIAN IMP BK COMM 0.2%
Value ($000) $1,318 Shares 11,840 Est. Cost $44.72 Unrealized +6.2%
MCAFEE CORP 0.2%
Value ($000) $1,314 Shares 59,420 Est. Cost $22.11 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value ($000) $1,308 Shares 18,847 Est. Cost $60.84 Unrealized +21.8%
UMC UNITED MICROELECTRONICS CORP 0.2%
Value ($000) $1,220 Shares 106,752 Est. Cost $3.88 Unrealized
BC BRUNSWICK CORP 0.2%
Value ($000) $1,218 Shares 12,780 Est. Cost $90.49 Unrealized +0.3%
CIEN CIENA CORP 0.2%
Value ($000) $1,193 Shares 23,237 Est. Cost $53.27 Unrealized +4.3%
HMC HONDA MOTOR LTD 0.2%
Value ($000) $1,125 Shares 36,693 Est. Cost $27.51 Unrealized
ZIM ZIM INTEGRATED SHIPPING SERV 0.2%
Value ($000) $1,048 Shares 20,670 Est. Cost $46.70 Unrealized 0.0%
MGA MAGNA INTL INC 0.1%
Value ($000) $989 Shares 13,147 Est. Cost $34.48 Unrealized +105.8%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $986 Shares 20,229 Est. Cost $45.91 Unrealized 0.0%
TOTALENERGIES SE 0.1%
Value ($000) $860 Shares 17,952 Est. Cost $37.78 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $817 Shares 8,511 Est. Cost $83.76 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $787 Shares 5,314 Est. Cost $194.64 Unrealized
EWT ISHARES INC 0.1%
Value ($000) $495 Shares 7,980 Est. Cost $47.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $451 Shares 4,040 Est. Cost $88.59 Unrealized
WIT WIPRO LTD 0.1%
Value ($000) $446 Shares 50,467 Est. Cost $6.34 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.1%
Value ($000) $363 Shares 10,770 Est. Cost $26.04 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $280 Shares 2,780 Est. Cost $69.94 Unrealized +25.5%
BIDU BAIDU INC 0.0%
Value ($000) $206 Shares 1,338 Est. Cost $217.37 Unrealized
VIPS VIPSHOP HOLDINGS LIMITED 0.0%
Value ($000) $187 Shares 16,825 Est. Cost $15.63 Unrealized