TRILLIUM ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000884541 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 8, 2022

Total Value ($000): $4,263,804 (100.0% shares, 0.0% debt)

Holdings (249)

GOOGL ALPHABET INC 5.0%
Value ($000) $213,876 Shares 73,826 Est. Cost $50.96 Unrealized +180.5%
MSFT MICROSOFT CORP 4.7%
Value ($000) $199,667 Shares 593,683 Est. Cost $90.01 Unrealized +248.2%
AAPL APPLE INC 4.5%
Value ($000) $191,814 Shares 1,080,223 Est. Cost $95.51 Unrealized +62.0%
MA MASTERCARD INCORPORATED 2.0%
Value ($000) $84,503 Shares 235,177 Est. Cost $195.30 Unrealized +73.0%
SVB FINANCIAL GROUP 1.9%
Value ($000) $80,786 Shares 119,111 Est. Cost $191.42 Unrealized
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $72,980 Shares 131,079 Est. Cost $29.04 Unrealized +197.9%
PYPL PAYPAL HLDGS INC 1.6%
Value ($000) $67,185 Shares 356,266 Est. Cost $70.74 Unrealized +205.2%
ADBE ADOBE SYSTEMS INCORPORATED 1.6%
Value ($000) $66,830 Shares 117,855 Est. Cost $145.38 Unrealized +330.0%
TT TRANE TECHNOLOGIES PLC 1.5%
Value ($000) $64,053 Shares 317,051 Est. Cost $98.87 Unrealized +80.6%
NKE NIKE INC 1.5%
Value ($000) $63,816 Shares 382,887 Est. Cost $71.85 Unrealized +115.1%
ASML ASML HOLDING N V 1.4%
Value ($000) $59,002 Shares 74,110 Est. Cost $225.96 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 1.4%
Value ($000) $58,830 Shares 311,500 Est. Cost $79.05 Unrealized +102.9%
TRV TRAVELERS COMPANIES INC 1.4%
Value ($000) $57,633 Shares 368,431 Est. Cost $113.68 Unrealized +26.6%
XYL XYLEM INC 1.3%
Value ($000) $55,652 Shares 464,078 Est. Cost $53.38 Unrealized +121.2%
ELV ANTHEM INC 1.3%
Value ($000) $54,324 Shares 117,193 Est. Cost $291.32 Unrealized +36.3%
MKC MCCORMICK & CO INC 1.3%
Value ($000) $53,616 Shares 554,968 Est. Cost $68.85 Unrealized +12.9%
SBUX STARBUCKS CORP 1.3%
Value ($000) $53,418 Shares 456,675 Est. Cost $65.44 Unrealized +56.2%
TJX TJX COS INC NEW 1.2%
Value ($000) $52,290 Shares 688,767 Est. Cost $44.01 Unrealized +48.3%
TGT TARGET CORP 1.2%
Value ($000) $52,008 Shares 224,716 Est. Cost $76.48 Unrealized +180.1%
HD HOME DEPOT INC 1.2%
Value ($000) $51,119 Shares 123,176 Est. Cost $117.82 Unrealized +191.3%
ETN EATON CORP PLC 1.2%
Value ($000) $50,382 Shares 291,529 Est. Cost $77.95 Unrealized +99.4%
BAC BK OF AMERICA CORP 1.1%
Value ($000) $48,528 Shares 1,090,761 Est. Cost $19.44 Unrealized +111.0%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $47,673 Shares 199,803 Est. Cost $17.95 Unrealized +126.8%
OMCL OMNICELL COM 1.1%
Value ($000) $46,251 Shares 256,325 Est. Cost $79.08 Unrealized +119.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.1%
Value ($000) $45,957 Shares 381,984 Est. Cost $65.82 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $45,352 Shares 154,202 Est. Cost $17.78 Unrealized +54.4%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $44,702 Shares 78,742 Est. Cost $158.62 Unrealized +207.7%
ECL ECOLAB INC 1.0%
Value ($000) $44,536 Shares 189,845 Est. Cost $139.77 Unrealized +54.2%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $44,177 Shares 220,313 Est. Cost $90.96 Unrealized +91.6%
IQV IQVIA HLDGS INC 1.0%
Value ($000) $43,163 Shares 152,987 Est. Cost $122.79 Unrealized +111.3%
WAB WABTEC 1.0%
Value ($000) $41,813 Shares 453,945 Est. Cost $69.49 Unrealized +28.9%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $40,366 Shares 188,331 Est. Cost $94.55 Unrealized +78.3%
UNILEVER PLC 0.9%
Value ($000) $39,879 Shares 741,387 Est. Cost $59.39 Unrealized
WOLFSPEED INC 0.9%
Value ($000) $39,396 Shares 352,475 Est. Cost $111.77 Unrealized
AZN ASTRAZENECA PLC 0.9%
Value ($000) $38,486 Shares 660,720 Est. Cost $48.30 Unrealized
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $37,744 Shares 129,040 Est. Cost $175.24 Unrealized +36.7%
JBHT HUNT J B TRANS SVCS INC 0.9%
Value ($000) $36,876 Shares 180,411 Est. Cost $89.99 Unrealized +105.4%
FRCB FIRST REP BK SAN FRANCISCO C 0.8%
Value ($000) $35,611 Shares 172,440 Est. Cost $80.53 Unrealized +159.5%
LPLA LPL FINL HLDGS INC 0.8%
Value ($000) $35,607 Shares 222,414 Est. Cost $132.75 Unrealized +24.3%
MRK MERCK & CO INC 0.8%
Value ($000) $35,417 Shares 462,120 Est. Cost $44.37 Unrealized +57.5%
NYT NEW YORK TIMES CO 0.8%
Value ($000) $35,182 Shares 728,404 Est. Cost $33.22 Unrealized +42.0%
APTIV PLC 0.8%
Value ($000) $33,641 Shares 203,946 Est. Cost $105.55 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN D 0.8%
Value ($000) $33,257 Shares 264,195 Est. Cost $129.22 Unrealized +7.5%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $32,548 Shares 198,975 Est. Cost $78.56 Unrealized +70.8%
PLD PROLOGIS INC. 0.8%
Value ($000) $32,540 Shares 193,280 Est. Cost $64.11 Unrealized +105.8%
VFC V F CORP 0.8%
Value ($000) $32,362 Shares 441,985 Est. Cost $72.30 Unrealized +1.0%
IPGP IPG PHOTONICS CORP 0.7%
Value ($000) $31,876 Shares 185,173 Est. Cost $161.83 Unrealized +2.1%
CRM SALESFORCE COM INC 0.7%
Value ($000) $31,792 Shares 125,104 Est. Cost $120.42 Unrealized +130.5%
EWBC EAST WEST BANCORP INC 0.7%
Value ($000) $31,736 Shares 403,353 Est. Cost $41.47 Unrealized +73.0%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $31,723 Shares 76,524 Est. Cost $139.74 Unrealized +145.7%
LINDE PLC 0.7%
Value ($000) $30,940 Shares 89,325 Est. Cost $280.56 Unrealized
ADSK AUTODESK INC 0.7%
Value ($000) $30,507 Shares 108,490 Est. Cost $150.12 Unrealized +94.2%
JLL JONES LANG LASALLE INC 0.7%
Value ($000) $30,424 Shares 112,956 Est. Cost $155.62 Unrealized +65.7%
HASI HANNON ARMSTRONG SUST INFR C 0.7%
Value ($000) $29,788 Shares 560,763 Est. Cost $21.29 Unrealized +116.3%
MSCI MSCI INC 0.7%
Value ($000) $29,223 Shares 47,697 Est. Cost $83.21 Unrealized +620.4%
NXPI NXP SEMICONDUCTORS N V 0.7%
Value ($000) $29,089 Shares 127,710 Est. Cost $92.16 Unrealized +113.4%
FSLR FIRST SOLAR INC 0.7%
Value ($000) $29,028 Shares 333,048 Est. Cost $54.01 Unrealized +90.4%
AFL AFLAC INC 0.6%
Value ($000) $27,663 Shares 473,771 Est. Cost $33.41 Unrealized +52.6%
CVS CVS HEALTH CORP 0.6%
Value ($000) $27,324 Shares 264,872 Est. Cost $61.95 Unrealized +29.9%
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $26,587 Shares 67,920 Est. Cost $185.87 Unrealized +129.9%
ETSY ETSY INC 0.6%
Value ($000) $26,368 Shares 120,436 Est. Cost $120.40 Unrealized +100.1%
ROK ROCKWELL AUTOMATION INC 0.6%
Value ($000) $26,322 Shares 75,452 Est. Cost $162.79 Unrealized +89.2%
PWR QUANTA SVCS INC 0.6%
Value ($000) $25,997 Shares 226,735 Est. Cost $38.67 Unrealized +196.2%
ORA ORMAT TECHNOLOGIES INC 0.6%
Value ($000) $25,682 Shares 323,861 Est. Cost $48.49 Unrealized +51.8%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $24,828 Shares 37,211 Est. Cost $505.25 Unrealized +22.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.5%
Value ($000) $23,280 Shares 59,843 Est. Cost $122.18 Unrealized +169.8%
WST WEST PHARMACEUTICAL SVSC INC 0.5%
Value ($000) $22,981 Shares 48,998 Est. Cost $312.10 Unrealized +36.5%
DIS DISNEY WALT CO 0.5%
Value ($000) $22,792 Shares 147,148 Est. Cost $172.73 Unrealized -8.6%
BLKB BLACKBAUD INC 0.5%
Value ($000) $22,520 Shares 285,135 Est. Cost $74.74 Unrealized +3.3%
SYNEOS HEALTH INC 0.5%
Value ($000) $22,470 Shares 218,836 Est. Cost $73.23 Unrealized
TXN TEXAS INSTRS INC 0.5%
Value ($000) $22,368 Shares 118,683 Est. Cost $108.50 Unrealized +56.8%
LHC GROUP INC 0.5%
Value ($000) $22,156 Shares 161,450 Est. Cost $147.06 Unrealized
BALL BALL CORP 0.5%
Value ($000) $21,332 Shares 221,584 Est. Cost $51.64 Unrealized +69.3%
MDT MEDTRONIC PLC 0.5%
Value ($000) $21,296 Shares 205,864 Est. Cost $69.47 Unrealized +46.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.5%
Value ($000) $21,108 Shares 140,114 Est. Cost $107.24 Unrealized +20.9%
SYK STRYKER CORPORATION 0.5%
Value ($000) $20,936 Shares 78,289 Est. Cost $183.65 Unrealized +36.7%
KEY KEYCORP 0.5%
Value ($000) $20,540 Shares 888,052 Est. Cost $12.56 Unrealized +49.6%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $20,437 Shares 122,449 Est. Cost $74.36 Unrealized +102.6%
SEDG SOLAREDGE TECHNOLOGIES INC 0.5%
Value ($000) $19,960 Shares 71,142 Est. Cost $262.72 Unrealized +20.2%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $18,811 Shares 362,044 Est. Cost $33.71 Unrealized +19.8%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $18,660 Shares 107,858 Est. Cost $79.52 Unrealized +76.6%
TTEK TETRA TECH INC NEW 0.4%
Value ($000) $18,381 Shares 108,249 Est. Cost $22.94 Unrealized +50.1%
AVB AVALONBAY CMNTYS INC 0.4%
Value ($000) $18,362 Shares 72,696 Est. Cost $136.18 Unrealized +51.5%
PEN PENUMBRA INC 0.4%
Value ($000) $16,271 Shares 56,630 Est. Cost $186.69 Unrealized +41.6%
HXL HEXCEL CORP NEW 0.4%
Value ($000) $16,142 Shares 311,614 Est. Cost $46.54 Unrealized +21.7%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $15,185 Shares 60,381 Est. Cost $183.81 Unrealized +21.6%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $14,910 Shares 205,343 Est. Cost $52.52 Unrealized +12.0%
ANSYS INC 0.3%
Value ($000) $14,440 Shares 36,000 Est. Cost $98.31 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $14,249 Shares 181,401 Est. Cost $56.13 Unrealized +22.5%
DE DEERE & CO 0.3%
Value ($000) $13,615 Shares 39,706 Est. Cost $204.71 Unrealized +60.5%
AVANGRID INC 0.3%
Value ($000) $12,885 Shares 258,307 Est. Cost $46.28 Unrealized
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $12,765 Shares 201,406 Est. Cost $62.04 Unrealized -13.3%
CBRE CBRE GROUP INC 0.3%
Value ($000) $12,602 Shares 116,132 Est. Cost $70.35 Unrealized +45.7%
V VISA INC 0.3%
Value ($000) $12,546 Shares 57,893 Est. Cost $98.56 Unrealized +111.2%
INTU INTUIT 0.3%
Value ($000) $12,368 Shares 19,229 Est. Cost $137.70 Unrealized +336.8%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $12,136 Shares 53,060 Est. Cost $122.95 Unrealized +72.8%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $11,988 Shares 76,183 Est. Cost $54.58 Unrealized +155.8%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $11,088 Shares 85,590 Est. Cost $62.68 Unrealized +86.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $10,559 Shares 166,621 Est. Cost $19.94 Unrealized +153.2%
NVO NOVO-NORDISK A S 0.2%
Value ($000) $10,452 Shares 93,322 Est. Cost $95.18 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $10,244 Shares 27,493 Est. Cost $164.80 Unrealized +112.3%
FERG1GBX FERGUSON PLC NEW 0.2%
Value ($000) $9,464 Shares 53,021 Est. Cost $121.84 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $9,394 Shares 109,431 Est. Cost $66.73 Unrealized +9.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $9,239 Shares 67,548 Est. Cost $53.48 Unrealized +134.4%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $8,834 Shares 53,459 Est. Cost $121.22 Unrealized +25.1%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $8,690 Shares 149,633 Est. Cost $39.27 Unrealized +30.0%
ITRI ITRON INC 0.2%
Value ($000) $8,192 Shares 119,560 Est. Cost $70.35 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $7,997 Shares 73,036 Est. Cost $74.11 Unrealized +49.9%
BCE INC 0.2%
Value ($000) $7,750 Shares 150,037 Est. Cost $45.97 Unrealized
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $7,737 Shares 21,121 Est. Cost $32.38 Unrealized +99.1%
RUN SUNRUN INC 0.2%
Value ($000) $7,736 Shares 225,543 Est. Cost $47.48 Unrealized -1.4%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $7,715 Shares 18,582 Est. Cost $355.35 Unrealized +30.6%
DSI ISHARES TR 0.2%
Value ($000) $7,319 Shares 78,764 Est. Cost $87.51 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $7,204 Shares 18,935 Est. Cost $247.04 Unrealized +53.4%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $6,916 Shares 49,587 Est. Cost $102.57 Unrealized +35.8%
ROG ROGERS CORP 0.2%
Value ($000) $6,822 Shares 24,988 Est. Cost $127.67 Unrealized +90.5%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $6,738 Shares 34,243 Est. Cost $127.53 Unrealized +43.1%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $6,696 Shares 99,990 Est. Cost $35.07 Unrealized +78.0%
ZENDESK INC 0.2%
Value ($000) $6,687 Shares 64,120 Est. Cost $79.17 Unrealized
HDB HDFC BANK LTD 0.2%
Value ($000) $6,560 Shares 100,822 Est. Cost $72.62 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $6,423 Shares 107,003 Est. Cost $32.05 Unrealized +58.5%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value ($000) $6,362 Shares 86,972 Est. Cost $60.32 Unrealized +16.5%
LEVI LEVI STRAUSS & CO NEW 0.1%
Value ($000) $6,353 Shares 253,808 Est. Cost $18.56 Unrealized +23.3%
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $6,177 Shares 27,108 Est. Cost $137.52 Unrealized
NGVT INGEVITY CORP 0.1%
Value ($000) $5,995 Shares 83,619 Est. Cost $73.49 Unrealized +3.5%
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $5,837 Shares 47,822 Est. Cost $47.48 Unrealized +17.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $5,738 Shares 32,644 Est. Cost $164.67 Unrealized 0.0%
ALGM ALLEGRO MICROSYSTEMS INC 0.1%
Value ($000) $5,625 Shares 155,467 Est. Cost $27.12 Unrealized +20.0%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $5,616 Shares 100,573 Est. Cost $48.85 Unrealized +15.3%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $5,584 Shares 31,254 Est. Cost $84.60 Unrealized +68.3%
TRMB TRIMBLE INC 0.1%
Value ($000) $5,507 Shares 63,162 Est. Cost $48.22 Unrealized +78.1%
BURL BURLINGTON STORES INC 0.1%
Value ($000) $5,435 Shares 18,644 Est. Cost $212.01 Unrealized +32.6%
TPICQ TPI COMPOSITES INC 0.1%
Value ($000) $5,371 Shares 359,024 Est. Cost $25.80 Unrealized -4.9%
THG HANOVER INS GROUP INC 0.1%
Value ($000) $5,155 Shares 39,331 Est. Cost $94.28 Unrealized +24.4%
AOS SMITH A O CORP 0.1%
Value ($000) $5,007 Shares 58,325 Est. Cost $39.34 Unrealized +79.9%
UMPQUA HLDGS CORP 0.1%
Value ($000) $4,932 Shares 256,328 Est. Cost $18.70 Unrealized
AMAL AMALGAMATED FINANCIAL CORP 0.1%
Value ($000) $4,917 Shares 293,182 Est. Cost $14.74 Unrealized +9.0%
BAP CREDICORP LTD 0.1%
Value ($000) $4,613 Shares 37,788 Est. Cost $126.84 Unrealized -11.2%
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value ($000) $4,591 Shares 1,224,232 Est. Cost $5.42 Unrealized
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $4,536 Shares 65,459 Est. Cost $14.82 Unrealized +390.5%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $4,388 Shares 42,808 Est. Cost $52.43 Unrealized +64.7%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $4,376 Shares 12,435 Est. Cost $233.07 Unrealized +78.0%
SON SONOCO PRODS CO 0.1%
Value ($000) $4,253 Shares 73,461 Est. Cost $41.70 Unrealized +22.5%
STERLING BANCORP DEL 0.1%
Value ($000) $4,239 Shares 164,355 Est. Cost $20.82 Unrealized
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $4,165 Shares 24,036 Est. Cost $173.28 Unrealized
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $4,127 Shares 53,021 Est. Cost $118.07 Unrealized -25.3%
XILINX INC 0.1%
Value ($000) $4,023 Shares 18,976 Est. Cost $52.99 Unrealized
SF STIFEL FINL CORP 0.1%
Value ($000) $3,914 Shares 55,583 Est. Cost $43.72 Unrealized +53.9%
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $3,849 Shares 16,299 Est. Cost $242.55 Unrealized +9.4%
GOOG ALPHABET INC 0.1%
Value ($000) $3,753 Shares 1,297 Est. Cost $48.75 Unrealized +194.3%
AZTA AZENTA INC 0.1%
Value ($000) $3,727 Shares 36,147 Est. Cost $92.98 Unrealized +16.5%
MSA MSA SAFETY INC 0.1%
Value ($000) $3,656 Shares 24,219 Est. Cost $134.95 Unrealized +11.2%
TREX TREX CO INC 0.1%
Value ($000) $3,560 Shares 26,368 Est. Cost $83.05 Unrealized +44.5%
BJRI BJS RESTAURANTS INC 0.1%
Value ($000) $3,434 Shares 99,404 Est. Cost $40.66 Unrealized -12.5%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $3,395 Shares 34,883 Est. Cost $110.02 Unrealized -8.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $3,358 Shares 19,630 Est. Cost $90.07 Unrealized +61.1%
HMN HORACE MANN EDUCATORS CORP N 0.1%
Value ($000) $3,273 Shares 84,564 Est. Cost $38.99 Unrealized +0.7%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $3,226 Shares 32,239 Est. Cost $97.28 Unrealized 0.0%
MLKN MILLERKNOLL INC 0.1%
Value ($000) $3,183 Shares 81,227 Est. Cost $33.93 Unrealized 0.0%
HANESBRANDS INC 0.1%
Value ($000) $3,074 Shares 183,852 Est. Cost $17.35 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $3,015 Shares 12,218 Est. Cost $79.69 Unrealized +163.9%
SANDY SPRING BANCORP INC 0.1%
Value ($000) $2,786 Shares 57,945 Est. Cost $48.08 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $2,585 Shares 48,149 Est. Cost $47.16 Unrealized +2.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,477 Shares 5,214 Est. Cost $431.06 Unrealized
AKR ACADIA RLTY TR 0.1%
Value ($000) $2,465 Shares 112,914 Est. Cost $25.61 Unrealized
AVA AVISTA CORP 0.1%
Value ($000) $2,255 Shares 53,078 Est. Cost $32.04 Unrealized +3.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $2,122 Shares 31,495 Est. Cost $36.02 Unrealized +53.4%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $2,077 Shares 13,117 Est. Cost $95.32 Unrealized +55.1%
LTC LTC PPTYS INC 0.0%
Value ($000) $1,975 Shares 57,855 Est. Cost $44.76 Unrealized
SFIX STITCH FIX INC 0.0%
Value ($000) $1,925 Shares 101,770 Est. Cost $48.96 Unrealized -41.5%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $1,841 Shares 105,851 Est. Cost $13.54 Unrealized +3.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,804 Shares 7,317 Est. Cost $163.07 Unrealized +27.1%
ABT ABBOTT LABS 0.0%
Value ($000) $1,783 Shares 12,669 Est. Cost $86.78 Unrealized +36.8%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1,683 Shares 5,533 Est. Cost $150.49 Unrealized +75.2%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,682 Shares 31,925 Est. Cost $41.46 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $1,542 Shares 17,681 Est. Cost $42.74 Unrealized +108.0%
FRPT FRESHPET INC 0.0%
Value ($000) $1,401 Shares 14,704 Est. Cost $124.03 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1,320 Shares 8,271 Est. Cost $89.02 Unrealized +70.1%
NANOSTRING TECHNOLOGIES INC 0.0%
Value ($000) $1,320 Shares 31,248 Est. Cost $49.31 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,250 Shares 2,489 Est. Cost $253.95 Unrealized +66.3%
ABBV ABBVIE INC 0.0%
Value ($000) $1,202 Shares 8,881 Est. Cost $78.89 Unrealized +28.9%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $1,162 Shares 41,425 Est. Cost $50.09 Unrealized -38.8%
PFE PFIZER INC 0.0%
Value ($000) $1,151 Shares 19,485 Est. Cost $26.08 Unrealized +54.2%
INTC INTEL CORP 0.0%
Value ($000) $1,134 Shares 22,017 Est. Cost $41.24 Unrealized +14.7%
TSLA TESLA INC 0.0%
Value ($000) $1,025 Shares 970 Est. Cost $123.88 Unrealized +170.7%
UNP UNION PAC CORP 0.0%
Value ($000) $1,014 Shares 4,025 Est. Cost $149.68 Unrealized +43.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,005 Shares 2,129 Est. Cost $196.99 Unrealized +124.3%
MMM 3M CO 0.0%
Value ($000) $990 Shares 5,571 Est. Cost $111.07 Unrealized +14.6%
CRBN ISHARES TR 0.0%
Value ($000) $938 Shares 5,393 Est. Cost $173.93 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $931 Shares 21,378 Est. Cost $14.09 Unrealized +163.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $881 Shares 5,386 Est. Cost $128.59 Unrealized +25.8%
HOLX HOLOGIC INC 0.0%
Value ($000) $851 Shares 11,109 Est. Cost $32.67 Unrealized +125.0%
PPG PPG INDS INC 0.0%
Value ($000) $813 Shares 4,712 Est. Cost $80.21 Unrealized +83.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $806 Shares 336 Est. Cost $1933.44 Unrealized +20.6%
CI CIGNA CORP NEW 0.0%
Value ($000) $803 Shares 3,498 Est. Cost $190.77 Unrealized +3.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $803 Shares 2,442 Est. Cost $268.57 Unrealized +0.6%
SUSA ISHARES TR 0.0%
Value ($000) $803 Shares 7,555 Est. Cost $95.99 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $772 Shares 1,490 Est. Cost $210.29 Unrealized +115.1%
AMZN AMAZON COM INC 0.0%
Value ($000) $747 Shares 224 Est. Cost $130.32 Unrealized +31.3%
CERNER CORP 0.0%
Value ($000) $718 Shares 7,728 Est. Cost $63.13 Unrealized
JPUS J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $678 Shares 6,395 Est. Cost $106.02 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $670 Shares 383 Est. Cost $9.88 Unrealized +256.5%
WMT WALMART INC 0.0%
Value ($000) $626 Shares 4,325 Est. Cost $33.05 Unrealized +36.7%
NFLX NETFLIX INC 0.0%
Value ($000) $611 Shares 1,015 Est. Cost $51.31 Unrealized +24.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $611 Shares 9,219 Est. Cost $50.36 Unrealized +9.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $600 Shares 6,422 Est. Cost $63.88 Unrealized +21.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $592 Shares 3,929 Est. Cost $60.40 Unrealized +113.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $573 Shares 1,106 Est. Cost $363.63 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $552 Shares 10,973 Est. Cost $37.11 Unrealized +24.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $547 Shares 4,095 Est. Cost $102.33 Unrealized +4.1%
META META PLATFORMS INC 0.0%
Value ($000) $542 Shares 1,611 Est. Cost $217.57 Unrealized +51.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $522 Shares 1,745 Est. Cost $208.81 Unrealized +37.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $515 Shares 2,489 Est. Cost $83.63 Unrealized +123.2%
IWM ISHARES TR 0.0%
Value ($000) $513 Shares 2,306 Est. Cost $189.03 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $487 Shares 5,233 Est. Cost $60.05 Unrealized +44.1%
MCO MOODYS CORP 0.0%
Value ($000) $467 Shares 1,195 Est. Cost $257.22 Unrealized +44.8%
ICLR ICON PLC 0.0%
Value ($000) $466 Shares 1,505 Est. Cost $215.79 Unrealized +29.7%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $440 Shares 4,661 Est. Cost $62.95 Unrealized -2.2%
XEL XCEL ENERGY INC 0.0%
Value ($000) $428 Shares 6,322 Est. Cost $59.11 Unrealized -3.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $399 Shares 6,397 Est. Cost $46.53 Unrealized +5.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $394 Shares 4,612 Est. Cost $59.83 Unrealized +18.5%
CB CHUBB LIMITED 0.0%
Value ($000) $393 Shares 2,032 Est. Cost $152.12 Unrealized +16.7%
PEP PEPSICO INC 0.0%
Value ($000) $387 Shares 2,230 Est. Cost $143.45 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $386 Shares 1,441 Est. Cost $170.65 Unrealized +34.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $382 Shares 2,226 Est. Cost $171.61 Unrealized
SPYX SPDR SER TR 0.0%
Value ($000) $379 Shares 3,220 Est. Cost $117.70 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $363 Shares 2,858 Est. Cost $96.10 Unrealized +31.3%
AMGN AMGEN INC 0.0%
Value ($000) $342 Shares 1,520 Est. Cost $133.24 Unrealized +39.0%
LOW LOWES COS INC 0.0%
Value ($000) $342 Shares 1,325 Est. Cost $149.79 Unrealized +46.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $322 Shares 1,759 Est. Cost $95.15 Unrealized +53.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $320 Shares 2,726 Est. Cost $79.57 Unrealized +20.8%
AVGO BROADCOM INC 0.0%
Value ($000) $305 Shares 458 Est. Cost $34.82 Unrealized +48.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $303 Shares 4,198 Est. Cost $41.39 Unrealized +51.3%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $297 Shares 2,421 Est. Cost $116.80 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $258 Shares 857 Est. Cost $260.29 Unrealized +11.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $252 Shares 1,817 Est. Cost $76.84 Unrealized +53.8%
IYH ISHARES TR 0.0%
Value ($000) $250 Shares 833 Est. Cost $246.28 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $247 Shares 1,185 Est. Cost $170.64 Unrealized +8.5%
CITRIX SYS INC 0.0%
Value ($000) $242 Shares 2,562 Est. Cost $74.00 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $230 Shares 1,746 Est. Cost $138.36 Unrealized -5.0%
FDX FEDEX CORP 0.0%
Value ($000) $226 Shares 872 Est. Cost $186.47 Unrealized +17.9%
DCI DONALDSON INC 0.0%
Value ($000) $219 Shares 3,688 Est. Cost $48.61 Unrealized +13.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $217 Shares 3,549 Est. Cost $43.31 Unrealized +24.5%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $209 Shares 979 Est. Cost $196.69 Unrealized +3.5%
KLAC KLA CORP 0.0%
Value ($000) $205 Shares 476 Est. Cost $369.50 Unrealized 0.0%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $204 Shares 676 Est. Cost $278.30 Unrealized 0.0%
IVV ISHARES TR 0.0%
Value ($000) $203 Shares 425 Est. Cost $477.65 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $202 Shares 561 Est. Cost $344.06 Unrealized 0.0%
REEDS INC 0.0%
Value ($000) $12 Shares 33,100 Est. Cost $0.47 Unrealized