Strategic Global Advisors, LLC Diversified Active

CIK: 0001580212 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $774,175 (100.0% shares, 0.0% debt)

Holdings (138)

MSFT MICROSOFT CORP 5.0%
Value ($000) $38,851 Shares 115,519 Est. Cost $178.48 Unrealized +75.6%
GOOGL ALPHABET INC 4.4%
Value ($000) $33,881 Shares 11,695 Est. Cost $98.58 Unrealized +45.0%
SPGI S&P GLOBAL INC 3.0%
Value ($000) $23,310 Shares 49,392 Est. Cost $347.22 Unrealized +27.2%
CHKP CHECK POINT SOFTWARE TECH LT 2.9%
Value ($000) $22,783 Shares 189,277 Est. Cost $114.39 Unrealized +1.3%
AAPL APPLE INC 2.6%
Value ($000) $20,244 Shares 114,008 Est. Cost $105.53 Unrealized +46.6%
CE CELANESE CORP DEL 2.5%
Value ($000) $19,645 Shares 116,895 Est. Cost $143.46 Unrealized +5.8%
ICLR ICON PLC 2.4%
Value ($000) $18,509 Shares 53,843 Est. Cost $166.14 Unrealized +68.4%
ACN ACCENTURE PLC IRELAND 2.2%
Value ($000) $16,871 Shares 40,697 Est. Cost $301.57 Unrealized +13.8%
META META PLATFORMS INC 1.7%
Value ($000) $13,487 Shares 40,099 Est. Cost $270.18 Unrealized +22.0%
TSN TYSON FOODS INC 1.6%
Value ($000) $12,548 Shares 143,965 Est. Cost $66.31 Unrealized +8.7%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $12,289 Shares 77,604 Est. Cost $97.23 Unrealized +52.0%
WMT WALMART INC 1.6%
Value ($000) $12,152 Shares 83,985 Est. Cost $44.80 Unrealized +0.8%
AMZN AMAZON COM INC 1.5%
Value ($000) $11,817 Shares 3,544 Est. Cost $134.42 Unrealized +27.3%
CDNS CADENCE DESIGN SYSTEM INC 1.5%
Value ($000) $11,601 Shares 62,253 Est. Cost $98.46 Unrealized +77.0%
KLAC KLA CORP 1.4%
Value ($000) $10,757 Shares 25,009 Est. Cost $231.38 Unrealized +59.7%
IDXX IDEXX LABS INC 1.4%
Value ($000) $10,658 Shares 16,187 Est. Cost $321.53 Unrealized +95.2%
WAL WESTERN ALLIANCE BANCORP 1.4%
Value ($000) $10,640 Shares 98,841 Est. Cost $55.07 Unrealized +85.6%
ABBV ABBVIE INC 1.4%
Value ($000) $10,532 Shares 77,787 Est. Cost $80.02 Unrealized +27.1%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $10,333 Shares 60,405 Est. Cost $132.09 Unrealized +9.8%
NTB BANK OF NT BUTTERFIELD&SON L 1.3%
Value ($000) $10,299 Shares 270,252 Est. Cost $24.15 Unrealized +28.0%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $9,876 Shares 60,374 Est. Cost $127.83 Unrealized +4.9%
QCOM QUALCOMM INC 1.2%
Value ($000) $9,614 Shares 52,575 Est. Cost $116.75 Unrealized +25.1%
ASPEN TECHNOLOGY INC 1.2%
Value ($000) $9,528 Shares 62,605 Est. Cost $125.19 Unrealized
ACI ALBERTSONS COS INC 1.2%
Value ($000) $9,139 Shares 302,702 Est. Cost $10.64 Unrealized +101.5%
LKQ LKQ CORP 1.2%
Value ($000) $9,037 Shares 150,540 Est. Cost $44.23 Unrealized +14.8%
AKAM AKAMAI TECHNOLOGIES INC 1.2%
Value ($000) $9,017 Shares 77,043 Est. Cost $98.91 Unrealized +11.2%
KB KB FINL GROUP INC 1.1%
Value ($000) $8,889 Shares 151,972 Est. Cost $32.06 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG COR 1.1%
Value ($000) $8,721 Shares 102,860 Est. Cost $77.74 Unrealized 0.0%
C CITIGROUP INC 1.1%
Value ($000) $8,344 Shares 138,165 Est. Cost $53.65 Unrealized +6.6%
HD HOME DEPOT INC 1.1%
Value ($000) $8,255 Shares 19,890 Est. Cost $301.27 Unrealized +13.9%
BMY BRISTOL-MYERS SQUIBB CO 1.1%
Value ($000) $8,234 Shares 132,059 Est. Cost $54.05 Unrealized -8.9%
ORCL ORACLE CORP 1.0%
Value ($000) $7,874 Shares 90,283 Est. Cost $50.13 Unrealized +77.3%
ST SENSATA TECHNOLOGIES HLDG PL 1.0%
Value ($000) $7,724 Shares 125,204 Est. Cost $48.06 Unrealized +21.1%
AMGN AMGEN INC 1.0%
Value ($000) $7,449 Shares 33,110 Est. Cost $157.49 Unrealized +17.6%
AYI ACUITY BRANDS INC 1.0%
Value ($000) $7,442 Shares 35,152 Est. Cost $126.04 Unrealized +62.1%
MMM 3M CO 1.0%
Value ($000) $7,382 Shares 41,556 Est. Cost $128.03 Unrealized -0.6%
PH PARKER-HANNIFIN CORP 0.9%
Value ($000) $7,092 Shares 22,293 Est. Cost $289.89 Unrealized +1.0%
DBX DROPBOX INC 0.9%
Value ($000) $7,039 Shares 286,848 Est. Cost $27.26 Unrealized -1.3%
RRX REGAL REXNORD CORPORATION 0.8%
Value ($000) $6,234 Shares 36,631 Est. Cost $116.66 Unrealized +35.7%
MA MASTERCARD INCORPORATED 0.8%
Value ($000) $6,108 Shares 16,999 Est. Cost $360.54 Unrealized -6.3%
DECK DECKERS OUTDOOR CORP 0.8%
Value ($000) $6,055 Shares 16,530 Est. Cost $39.19 Unrealized +64.5%
PLTK PLAYTIKA HLDG CORP 0.8%
Value ($000) $6,046 Shares 328,693 Est. Cost $26.08 Unrealized -14.2%
SNA SNAP ON INC 0.8%
Value ($000) $6,036 Shares 28,026 Est. Cost $188.43 Unrealized +1.7%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $5,924 Shares 31,431 Est. Cost $156.59 Unrealized +8.7%
GDDY GODADDY INC 0.8%
Value ($000) $5,839 Shares 68,805 Est. Cost $71.55 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.8%
Value ($000) $5,824 Shares 103,692 Est. Cost $51.11 Unrealized 0.0%
DOV DOVER CORP 0.8%
Value ($000) $5,813 Shares 32,010 Est. Cost $148.39 Unrealized +8.4%
AVTR AVANTOR INC 0.7%
Value ($000) $5,634 Shares 133,702 Est. Cost $34.35 Unrealized +14.7%
MCK MCKESSON CORP 0.7%
Value ($000) $5,263 Shares 21,174 Est. Cost $173.84 Unrealized +23.5%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $5,211 Shares 14,798 Est. Cost $239.21 Unrealized +30.1%
NOMD NOMAD FOODS LTD 0.7%
Value ($000) $5,132 Shares 169,627 Est. Cost $28.36 Unrealized -9.0%
RIO RIO TINTO PLC 0.7%
Value ($000) $5,102 Shares 43,283 Est. Cost $67.26 Unrealized
ON ON SEMICONDUCTOR CORP 0.7%
Value ($000) $5,047 Shares 74,311 Est. Cost $56.65 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.6%
Value ($000) $5,026 Shares 134,204 Est. Cost $24.59 Unrealized +26.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.6%
Value ($000) $5,024 Shares 24,330 Est. Cost $119.48 Unrealized +56.6%
ABT ABBOTT LABS 0.6%
Value ($000) $4,949 Shares 35,164 Est. Cost $118.69 Unrealized 0.0%
MCO MOODYS CORP 0.6%
Value ($000) $4,720 Shares 12,085 Est. Cost $300.29 Unrealized +24.0%
PFE PFIZER INC 0.6%
Value ($000) $4,653 Shares 78,801 Est. Cost $32.71 Unrealized +23.0%
UNP UNION PAC CORP 0.6%
Value ($000) $4,647 Shares 18,447 Est. Cost $200.49 Unrealized +7.2%
ESS ESSEX PPTY TR INC 0.6%
Value ($000) $4,490 Shares 12,748 Est. Cost $218.23 Unrealized +33.6%
EME EMCOR GROUP INC 0.6%
Value ($000) $4,421 Shares 34,706 Est. Cost $90.71 Unrealized +34.6%
HSY HERSHEY CO 0.6%
Value ($000) $4,412 Shares 22,807 Est. Cost $159.22 Unrealized +2.7%
ZIM ZIM INTEGRATED SHIPPING SERV 0.6%
Value ($000) $4,407 Shares 74,870 Est. Cost $49.95 Unrealized +2.5%
TROW PRICE T ROWE GROUP INC 0.6%
Value ($000) $4,387 Shares 22,312 Est. Cost $120.60 Unrealized +39.8%
VRSN VERISIGN INC 0.5%
Value ($000) $4,245 Shares 16,726 Est. Cost $207.23 Unrealized +10.6%
ALL ALLSTATE CORP 0.5%
Value ($000) $4,211 Shares 35,795 Est. Cost $91.32 Unrealized +17.1%
PAYX PAYCHEX INC 0.5%
Value ($000) $4,108 Shares 30,098 Est. Cost $84.10 Unrealized +30.6%
ASML ASML HOLDING N V 0.5%
Value ($000) $3,876 Shares 1,079 Est. Cost $617.39 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $3,848 Shares 3,641 Est. Cost $335.39 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS 0.5%
Value ($000) $3,825 Shares 6,057 Est. Cost $559.93 Unrealized +9.2%
A AGILENT TECHNOLOGIES INC 0.5%
Value ($000) $3,807 Shares 23,844 Est. Cost $138.96 Unrealized +9.0%
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $3,662 Shares 22,164 Est. Cost $139.15 Unrealized +9.0%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $3,614 Shares 120,681 Est. Cost $26.22 Unrealized +9.5%
TX TERNIUM SA 0.5%
Value ($000) $3,598 Shares 82,667 Est. Cost $34.06 Unrealized
LOW LOWES COS INC 0.5%
Value ($000) $3,597 Shares 13,917 Est. Cost $183.58 Unrealized +19.7%
HOLX HOLOGIC INC 0.5%
Value ($000) $3,593 Shares 46,925 Est. Cost $73.51 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC 0.5%
Value ($000) $3,581 Shares 20,601 Est. Cost $156.21 Unrealized 0.0%
TPR TAPESTRY INC 0.5%
Value ($000) $3,523 Shares 86,770 Est. Cost $36.62 Unrealized 0.0%
IX ORIX CORP 0.5%
Value ($000) $3,492 Shares 7,658 Est. Cost $70.25 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value ($000) $3,165 Shares 13,526 Est. Cost $277.62 Unrealized -9.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.4%
Value ($000) $3,127 Shares 5,514 Est. Cost $518.94 Unrealized +20.5%
SAP SAP SE 0.4%
Value ($000) $3,000 Shares 4,755 Est. Cost $138.97 Unrealized
FICO FAIR ISAAC CORP 0.4%
Value ($000) $2,927 Shares 6,750 Est. Cost $468.80 Unrealized -15.3%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $2,877 Shares 64,671 Est. Cost $24.81 Unrealized +65.3%
DEO DIAGEO PLC 0.4%
Value ($000) $2,805 Shares 2,834 Est. Cost $192.96 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $2,788 Shares 29,992 Est. Cost $67.73 Unrealized +27.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,761 Shares 5,499 Est. Cost $376.53 Unrealized +12.1%
CSTM CONSTELLIUM SE 0.3%
Value ($000) $2,672 Shares 149,214 Est. Cost $19.25 Unrealized -4.7%
JHG JANUS HENDERSON GROUP PLC 0.3%
Value ($000) $2,619 Shares 62,450 Est. Cost $38.03 Unrealized +16.1%
BHP BHP GROUP LTD 0.3%
Value ($000) $2,548 Shares 9,403 Est. Cost $60.80 Unrealized
BCS BARCLAYS PLC 0.3%
Value ($000) $2,507 Shares 53,877 Est. Cost $9.65 Unrealized
IP INTERNATIONAL PAPER CO 0.3%
Value ($000) $2,422 Shares 51,549 Est. Cost $46.47 Unrealized -11.7%
GIS GENERAL MLS INC 0.3%
Value ($000) $2,415 Shares 35,839 Est. Cost $49.92 Unrealized +10.7%
CACI CACI INTL INC 0.3%
Value ($000) $2,357 Shares 8,755 Est. Cost $252.96 Unrealized +8.3%
ATHENE HOLDING LTD 0.3%
Value ($000) $2,323 Shares 27,881 Est. Cost $68.86 Unrealized
SEE SEALED AIR CORP NEW 0.3%
Value ($000) $2,249 Shares 33,338 Est. Cost $44.61 Unrealized +28.3%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $2,208 Shares 11,799 Est. Cost $53.96 Unrealized
CNH CNH INDL N V 0.3%
Value ($000) $2,178 Shares 25,108 Est. Cost $12.88 Unrealized +7.0%
UNILEVER PLC 0.3%
Value ($000) $2,110 Shares 8,711 Est. Cost $55.63 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.3%
Value ($000) $2,046 Shares 10,771 Est. Cost $32.76 Unrealized +11.4%
CG CARLYLE GROUP INC 0.3%
Value ($000) $1,992 Shares 36,285 Est. Cost $41.79 Unrealized +12.8%
SNY SANOFI 0.3%
Value ($000) $1,957 Shares 8,667 Est. Cost $50.41 Unrealized
CIEN CIENA CORP 0.3%
Value ($000) $1,943 Shares 25,244 Est. Cost $53.94 Unrealized +14.4%
GLAXOSMITHKLINE PLC 0.2%
Value ($000) $1,879 Shares 9,505 Est. Cost $197.69 Unrealized
IVZ INVESCO LTD 0.2%
Value ($000) $1,848 Shares 80,280 Est. Cost $20.22 Unrealized 0.0%
BPOP POPULAR INC 0.2%
Value ($000) $1,829 Shares 22,297 Est. Cost $66.85 Unrealized +7.2%
NOK NOKIA CORP 0.2%
Value ($000) $1,788 Shares 62,349 Est. Cost $5.45 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $1,745 Shares 7,947 Est. Cost $237.56 Unrealized -18.1%
NVS NOVARTIS AG 0.2%
Value ($000) $1,670 Shares 4,239 Est. Cost $90.01 Unrealized
WF WOORI FINL GROUP INC 0.2%
Value ($000) $1,657 Shares 21,014 Est. Cost $28.66 Unrealized
SONY SONY GROUP CORPORATION 0.2%
Value ($000) $1,630 Shares 2,931 Est. Cost $47.10 Unrealized
HLF HERBALIFE NUTRITION LTD 0.2%
Value ($000) $1,588 Shares 38,792 Est. Cost $48.69 Unrealized -14.5%
HAL HALLIBURTON CO 0.2%
Value ($000) $1,542 Shares 67,420 Est. Cost $21.79 Unrealized 0.0%
NATWEST GROUP PLC 0.2%
Value ($000) $1,439 Shares 52,406 Est. Cost $27.46 Unrealized
GMAB GENMAB A/S 0.2%
Value ($000) $1,420 Shares 7,959 Est. Cost $25.08 Unrealized
ERIC ERICSSON 0.2%
Value ($000) $1,400 Shares 28,671 Est. Cost $12.58 Unrealized
BC BRUNSWICK CORP 0.2%
Value ($000) $1,399 Shares 13,890 Est. Cost $90.42 Unrealized -0.9%
UMC UNITED MICROELECTRONICS CORP 0.2%
Value ($000) $1,249 Shares 106,752 Est. Cost $3.88 Unrealized
NRG NRG ENERGY INC 0.2%
Value ($000) $1,183 Shares 27,455 Est. Cost $37.59 Unrealized -7.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.2%
Value ($000) $1,169 Shares 47,507 Est. Cost $6.59 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $1,141 Shares 6,700 Est. Cost $170.30 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,137 Shares 52,171 Est. Cost $19.19 Unrealized 0.0%
SCZ ISHARES TR 0.1%
Value ($000) $1,052 Shares 14,391 Est. Cost $62.36 Unrealized
HMC HONDA MOTOR LTD 0.1%
Value ($000) $970 Shares 7,521 Est. Cost $27.51 Unrealized
MGA MAGNA INTL INC 0.1%
Value ($000) $955 Shares 2,686 Est. Cost $34.48 Unrealized +104.5%
IHG INTERCONTINENTAL HOTELS GROU 0.1%
Value ($000) $946 Shares 3,206 Est. Cost $295.07 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $905 Shares 3,523 Est. Cost $204.65 Unrealized +15.3%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $863 Shares 4,077 Est. Cost $45.91 Unrealized -5.3%
CSCO CISCO SYS INC 0.1%
Value ($000) $839 Shares 13,238 Est. Cost $39.02 Unrealized +29.3%
TOTALENERGIES SE 0.1%
Value ($000) $794 Shares 3,579 Est. Cost $37.78 Unrealized
INFY INFOSYS LTD 0.1%
Value ($000) $778 Shares 30,740 Est. Cost $16.97 Unrealized
EWT ISHARES INC 0.1%
Value ($000) $532 Shares 7,980 Est. Cost $47.92 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value ($000) $501 Shares 842 Est. Cost $567.76 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $432 Shares 3,590 Est. Cost $88.59 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.0%
Value ($000) $333 Shares 10,770 Est. Cost $26.04 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $298 Shares 2,780 Est. Cost $69.94 Unrealized +49.6%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $241 Shares 2,030 Est. Cost $194.64 Unrealized
WIT WIPRO LTD 0.0%
Value ($000) $180 Shares 18,460 Est. Cost $6.34 Unrealized