TRILLIUM ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000884541 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 4, 2022

Total Value ($000): $3,759,688 (100.0% shares, 0.0% debt)

Holdings (236)

GOOGL ALPHABET INC 5.1%
Value ($000) $190,847 Shares 68,617 Est. Cost $50.96 Unrealized +164.5%
AAPL APPLE INC 4.8%
Value ($000) $181,065 Shares 1,036,968 Est. Cost $95.51 Unrealized +72.6%
MSFT MICROSOFT CORP 4.6%
Value ($000) $171,444 Shares 556,076 Est. Cost $90.01 Unrealized +223.7%
MA MASTERCARD INCORPORATED 2.1%
Value ($000) $79,882 Shares 223,520 Est. Cost $195.30 Unrealized +80.0%
SVB FINANCIAL GROUP 1.7%
Value ($000) $65,230 Shares 116,596 Est. Cost $191.42 Unrealized
TRV TRAVELERS COMPANIES INC 1.7%
Value ($000) $64,845 Shares 354,869 Est. Cost $113.68 Unrealized +39.7%
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $63,453 Shares 101,932 Est. Cost $29.04 Unrealized +208.2%
MKC MCCORMICK & CO INC 1.4%
Value ($000) $54,047 Shares 541,553 Est. Cost $68.85 Unrealized +30.1%
ELV ANTHEM INC 1.4%
Value ($000) $53,792 Shares 109,508 Est. Cost $291.32 Unrealized +48.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.4%
Value ($000) $51,769 Shares 113,622 Est. Cost $145.38 Unrealized +230.9%
AWK AMERICAN WTR WKS CO INC NEW 1.3%
Value ($000) $50,735 Shares 306,500 Est. Cost $79.05 Unrealized +84.8%
NKE NIKE INC 1.3%
Value ($000) $50,487 Shares 375,201 Est. Cost $71.85 Unrealized +83.6%
TT TRANE TECHNOLOGIES PLC 1.3%
Value ($000) $48,444 Shares 317,246 Est. Cost $98.87 Unrealized +57.5%
TGT TARGET CORP 1.3%
Value ($000) $48,072 Shares 226,517 Est. Cost $76.48 Unrealized +150.2%
ASML ASML HOLDING N V 1.3%
Value ($000) $47,601 Shares 71,266 Est. Cost $225.96 Unrealized
SBUX STARBUCKS CORP 1.3%
Value ($000) $47,227 Shares 519,142 Est. Cost $67.91 Unrealized +26.6%
AZN ASTRAZENECA PLC 1.2%
Value ($000) $46,741 Shares 704,570 Est. Cost $49.42 Unrealized
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $45,681 Shares 394,987 Est. Cost $76.83 Unrealized +72.8%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $42,089 Shares 73,090 Est. Cost $158.62 Unrealized +215.7%
ETN EATON CORP PLC 1.1%
Value ($000) $41,857 Shares 275,818 Est. Cost $77.95 Unrealized +89.0%
BAC BK OF AMERICA CORP 1.1%
Value ($000) $41,378 Shares 1,003,819 Est. Cost $19.44 Unrealized +110.0%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $41,205 Shares 176,566 Est. Cost $17.95 Unrealized +129.9%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $40,544 Shares 189,051 Est. Cost $94.55 Unrealized +87.4%
UNILEVER PLC 1.1%
Value ($000) $40,505 Shares 888,862 Est. Cost $57.10 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $40,501 Shares 68,570 Est. Cost $534.02 Unrealized +6.4%
WAB WABTEC 1.1%
Value ($000) $39,752 Shares 413,356 Est. Cost $69.49 Unrealized +30.4%
WOLFSPEED INC 1.1%
Value ($000) $39,597 Shares 347,770 Est. Cost $111.77 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $39,383 Shares 144,337 Est. Cost $17.78 Unrealized +40.8%
TJX TJX COS INC NEW 1.0%
Value ($000) $39,212 Shares 647,291 Est. Cost $44.01 Unrealized +43.7%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $37,927 Shares 205,620 Est. Cost $90.96 Unrealized +91.4%
BFAM BRIGHT HORIZONS FAM SOL IN D 1.0%
Value ($000) $37,712 Shares 284,212 Est. Cost $129.27 Unrealized +0.5%
LPLA LPL FINL HLDGS INC 1.0%
Value ($000) $36,426 Shares 199,396 Est. Cost $132.75 Unrealized +31.2%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $36,410 Shares 107,965 Est. Cost $191.80 Unrealized +66.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.0%
Value ($000) $35,871 Shares 344,058 Est. Cost $65.82 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $35,420 Shares 431,693 Est. Cost $44.37 Unrealized +57.4%
XYL XYLEM INC 0.9%
Value ($000) $35,236 Shares 413,270 Est. Cost $53.38 Unrealized +71.2%
ECL ECOLAB INC 0.9%
Value ($000) $34,573 Shares 195,816 Est. Cost $140.98 Unrealized +27.4%
HD HOME DEPOT INC 0.9%
Value ($000) $34,313 Shares 114,634 Est. Cost $117.82 Unrealized +166.5%
NYT NEW YORK TIMES CO 0.9%
Value ($000) $33,861 Shares 738,667 Est. Cost $33.34 Unrealized +24.3%
OMCL OMNICELL COM 0.9%
Value ($000) $33,206 Shares 256,434 Est. Cost $79.08 Unrealized +82.2%
JBHT HUNT J B TRANS SVCS INC 0.9%
Value ($000) $33,200 Shares 165,350 Est. Cost $89.99 Unrealized +113.3%
FSLR FIRST SOLAR INC 0.9%
Value ($000) $32,534 Shares 388,514 Est. Cost $57.23 Unrealized +33.8%
EWBC EAST WEST BANCORP INC 0.8%
Value ($000) $30,845 Shares 390,339 Est. Cost $41.47 Unrealized +82.4%
LHC GROUP INC 0.8%
Value ($000) $30,738 Shares 182,312 Est. Cost $149.53 Unrealized
AMT AMERICAN TOWER CORP NEW 0.8%
Value ($000) $30,438 Shares 121,161 Est. Cost $175.24 Unrealized +22.6%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $30,398 Shares 198,937 Est. Cost $78.56 Unrealized +80.9%
HASI HANNON ARMSTRONG SUST INFR C 0.8%
Value ($000) $29,914 Shares 630,694 Est. Cost $22.90 Unrealized +56.5%
PWR QUANTA SVCS INC 0.8%
Value ($000) $29,839 Shares 226,720 Est. Cost $38.67 Unrealized +185.5%
PLD PROLOGIS INC. 0.8%
Value ($000) $28,668 Shares 177,532 Est. Cost $64.11 Unrealized +111.3%
AFL AFLAC INC 0.8%
Value ($000) $28,495 Shares 442,543 Est. Cost $33.41 Unrealized +71.5%
SEDG SOLAREDGE TECHNOLOGIES INC 0.8%
Value ($000) $28,290 Shares 87,757 Est. Cost $264.98 Unrealized +3.6%
JLL JONES LANG LASALLE INC 0.7%
Value ($000) $26,979 Shares 112,663 Est. Cost $155.62 Unrealized +56.6%
ORA ORMAT TECHNOLOGIES INC 0.7%
Value ($000) $26,867 Shares 328,324 Est. Cost $48.80 Unrealized +46.4%
VFC V F CORP 0.7%
Value ($000) $26,296 Shares 462,464 Est. Cost $71.85 Unrealized -13.7%
FRCB FIRST REP BK SAN FRANCISCO C 0.7%
Value ($000) $25,982 Shares 160,283 Est. Cost $80.53 Unrealized +114.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.7%
Value ($000) $25,870 Shares 196,989 Est. Cost $110.60 Unrealized +7.5%
IQV IQVIA HLDGS INC 0.7%
Value ($000) $24,695 Shares 106,808 Est. Cost $122.79 Unrealized +92.9%
MSCI MSCI INC 0.7%
Value ($000) $24,579 Shares 48,876 Est. Cost $93.17 Unrealized +432.8%
APTIV PLC 0.7%
Value ($000) $24,568 Shares 205,232 Est. Cost $105.55 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $24,428 Shares 241,363 Est. Cost $61.95 Unrealized +48.5%
LINDE PLC 0.6%
Value ($000) $23,747 Shares 74,321 Est. Cost $280.56 Unrealized
LULU LULULEMON ATHLETICA INC 0.6%
Value ($000) $23,305 Shares 63,807 Est. Cost $185.87 Unrealized +75.1%
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $22,160 Shares 119,733 Est. Cost $92.16 Unrealized +98.4%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $21,877 Shares 119,237 Est. Cost $108.50 Unrealized +45.0%
ADSK AUTODESK INC 0.6%
Value ($000) $21,778 Shares 101,599 Est. Cost $150.12 Unrealized +53.4%
MDT MEDTRONIC PLC 0.6%
Value ($000) $21,628 Shares 194,931 Est. Cost $69.47 Unrealized +34.8%
IPGP IPG PHOTONICS CORP 0.6%
Value ($000) $21,411 Shares 195,067 Est. Cost $160.60 Unrealized -14.4%
V VISA INC 0.5%
Value ($000) $20,302 Shares 91,548 Est. Cost $139.55 Unrealized +50.5%
BALL BALL CORP 0.5%
Value ($000) $20,296 Shares 225,509 Est. Cost $52.24 Unrealized +65.0%
AVB AVALONBAY CMNTYS INC 0.5%
Value ($000) $19,991 Shares 80,489 Est. Cost $143.58 Unrealized +48.1%
SYK STRYKER CORPORATION 0.5%
Value ($000) $19,487 Shares 72,889 Est. Cost $183.65 Unrealized +35.2%
CRM SALESFORCE COM INC 0.5%
Value ($000) $19,103 Shares 89,971 Est. Cost $120.42 Unrealized +76.6%
HXL HEXCEL CORP NEW 0.5%
Value ($000) $19,100 Shares 321,170 Est. Cost $46.79 Unrealized +17.8%
WST WEST PHARMACEUTICAL SVSC INC 0.5%
Value ($000) $18,857 Shares 45,912 Est. Cost $312.10 Unrealized +24.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $18,685 Shares 366,799 Est. Cost $33.81 Unrealized +22.7%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $18,341 Shares 65,494 Est. Cost $162.79 Unrealized +64.8%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $17,946 Shares 161,592 Est. Cost $101.89 Unrealized
TTEK TETRA TECH INC NEW 0.5%
Value ($000) $17,779 Shares 107,791 Est. Cost $22.94 Unrealized +34.1%
SYNEOS HEALTH INC 0.5%
Value ($000) $17,471 Shares 215,828 Est. Cost $73.23 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.5%
Value ($000) $17,284 Shares 50,230 Est. Cost $122.18 Unrealized +149.6%
DIS DISNEY WALT CO 0.5%
Value ($000) $17,231 Shares 125,629 Est. Cost $172.73 Unrealized -18.2%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $16,876 Shares 281,702 Est. Cost $60.92 Unrealized -4.6%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $16,779 Shares 105,858 Est. Cost $74.36 Unrealized +91.7%
ETSY ETSY INC 0.4%
Value ($000) $16,365 Shares 131,679 Est. Cost $122.81 Unrealized +21.1%
KEY KEYCORP 0.4%
Value ($000) $16,126 Shares 720,591 Est. Cost $12.56 Unrealized +61.6%
DE DEERE & CO 0.4%
Value ($000) $13,683 Shares 32,936 Est. Cost $204.71 Unrealized +77.3%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $12,333 Shares 93,574 Est. Cost $69.13 Unrealized +92.2%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $12,172 Shares 56,711 Est. Cost $127.41 Unrealized +50.9%
ANSYS INC 0.3%
Value ($000) $12,018 Shares 37,836 Est. Cost $108.95 Unrealized
SYY SYSCO CORP 0.3%
Value ($000) $11,919 Shares 145,977 Est. Cost $56.13 Unrealized +29.4%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $10,763 Shares 78,648 Est. Cost $79.52 Unrealized +62.4%
AVANGRID INC 0.3%
Value ($000) $10,542 Shares 225,532 Est. Cost $46.28 Unrealized
PEN PENUMBRA INC 0.3%
Value ($000) $10,100 Shares 45,468 Est. Cost $186.69 Unrealized +19.0%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $10,052 Shares 85,388 Est. Cost $62.68 Unrealized +79.0%
BLKB BLACKBAUD INC 0.3%
Value ($000) $9,606 Shares 160,448 Est. Cost $74.74 Unrealized -12.7%
RUN SUNRUN INC 0.3%
Value ($000) $9,566 Shares 314,968 Est. Cost $41.92 Unrealized -33.5%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $9,395 Shares 53,459 Est. Cost $121.22 Unrealized +32.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $9,249 Shares 165,877 Est. Cost $19.94 Unrealized +152.2%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $9,214 Shares 26,601 Est. Cost $347.32 Unrealized -5.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $8,924 Shares 67,548 Est. Cost $53.48 Unrealized +129.2%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $8,906 Shares 33,483 Est. Cost $183.81 Unrealized +31.1%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $8,727 Shares 175,829 Est. Cost $40.98 Unrealized +23.9%
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $8,689 Shares 49,029 Est. Cost $127.08 Unrealized +19.4%
WAT WATERS CORP 0.2%
Value ($000) $8,670 Shares 27,934 Est. Cost $167.33 Unrealized +94.4%
CBRE CBRE GROUP INC 0.2%
Value ($000) $8,501 Shares 92,887 Est. Cost $70.35 Unrealized +38.5%
BCE INC 0.2%
Value ($000) $8,319 Shares 150,037 Est. Cost $45.97 Unrealized
ITRI ITRON INC 0.2%
Value ($000) $7,730 Shares 146,746 Est. Cost $67.68 Unrealized -17.3%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $7,666 Shares 136,590 Est. Cost $51.62 Unrealized +15.0%
ZENDESK INC 0.2%
Value ($000) $7,489 Shares 62,260 Est. Cost $79.17 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.2%
Value ($000) $7,469 Shares 377,991 Est. Cost $18.77 Unrealized +2.3%
FERG1GBX FERGUSON PLC NEW 0.2%
Value ($000) $7,228 Shares 53,021 Est. Cost $121.84 Unrealized
BAX BAXTER INTL INC 0.2%
Value ($000) $7,092 Shares 91,454 Est. Cost $66.73 Unrealized +14.5%
ITUB ITAU UNIBANCO HLDG S A 0.2%
Value ($000) $6,990 Shares 1,224,232 Est. Cost $5.42 Unrealized
BAP CREDICORP LTD 0.2%
Value ($000) $6,495 Shares 37,788 Est. Cost $126.84 Unrealized +9.4%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $6,353 Shares 106,863 Est. Cost $52.52 Unrealized +5.0%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $6,324 Shares 45,891 Est. Cost $102.57 Unrealized +27.7%
ROG ROGERS CORP 0.2%
Value ($000) $6,301 Shares 23,192 Est. Cost $127.67 Unrealized +113.7%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $6,261 Shares 92,607 Est. Cost $35.07 Unrealized +79.0%
HDB HDFC BANK LTD 0.2%
Value ($000) $6,183 Shares 100,822 Est. Cost $72.62 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $6,053 Shares 17,323 Est. Cost $247.04 Unrealized +36.7%
CPT CAMDEN PPTY TR 0.2%
Value ($000) $6,048 Shares 36,385 Est. Cost $92.83 Unrealized +54.0%
THG HANOVER INS GROUP INC 0.1%
Value ($000) $5,434 Shares 36,339 Est. Cost $94.28 Unrealized +35.0%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $5,363 Shares 19,592 Est. Cost $32.38 Unrealized +53.2%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value ($000) $5,326 Shares 80,514 Est. Cost $60.32 Unrealized +12.2%
AMAL AMALGAMATED FINANCIAL CORP 0.1%
Value ($000) $5,268 Shares 293,182 Est. Cost $14.74 Unrealized +7.5%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $5,262 Shares 65,459 Est. Cost $14.82 Unrealized +370.1%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $5,174 Shares 31,561 Est. Cost $127.53 Unrealized +42.4%
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $5,107 Shares 25,123 Est. Cost $137.52 Unrealized
NGVT INGEVITY CORP 0.1%
Value ($000) $5,077 Shares 79,244 Est. Cost $73.49 Unrealized -9.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $5,028 Shares 30,439 Est. Cost $164.67 Unrealized -8.2%
LKQ LKQ CORP 0.1%
Value ($000) $4,488 Shares 98,833 Est. Cost $32.05 Unrealized +44.1%
UMPQUA HLDGS CORP 0.1%
Value ($000) $4,340 Shares 230,151 Est. Cost $18.70 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $4,303 Shares 68,775 Est. Cost $41.70 Unrealized +19.5%
TRMB TRIMBLE INC 0.1%
Value ($000) $4,175 Shares 57,874 Est. Cost $48.22 Unrealized +47.7%
TPICQ TPI COMPOSITES INC 0.1%
Value ($000) $4,139 Shares 294,415 Est. Cost $25.80 Unrealized -50.6%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $4,110 Shares 41,353 Est. Cost $52.43 Unrealized +81.4%
ALGM ALLEGRO MICROSYSTEMS INC 0.1%
Value ($000) $4,082 Shares 143,729 Est. Cost $27.12 Unrealized +5.4%
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $3,800 Shares 22,520 Est. Cost $173.28 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $3,696 Shares 12,435 Est. Cost $233.07 Unrealized +28.7%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $3,620 Shares 33,076 Est. Cost $74.11 Unrealized +49.3%
SF STIFEL FINL CORP 0.1%
Value ($000) $3,488 Shares 51,359 Est. Cost $43.72 Unrealized +52.6%
AOS SMITH A O CORP 0.1%
Value ($000) $3,486 Shares 54,573 Est. Cost $39.34 Unrealized +72.4%
HMN HORACE MANN EDUCATORS CORP N 0.1%
Value ($000) $3,322 Shares 79,415 Est. Cost $38.99 Unrealized +2.9%
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $3,123 Shares 15,179 Est. Cost $242.55 Unrealized -16.5%
MSA MSA SAFETY INC 0.1%
Value ($000) $3,118 Shares 23,502 Est. Cost $134.95 Unrealized +2.4%
DSI ISHARES TR 0.1%
Value ($000) $3,103 Shares 35,822 Est. Cost $87.51 Unrealized
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $3,061 Shares 32,588 Est. Cost $110.02 Unrealized -7.4%
BURL BURLINGTON STORES INC 0.1%
Value ($000) $3,030 Shares 16,632 Est. Cost $212.01 Unrealized +3.4%
GOOG ALPHABET INC 0.1%
Value ($000) $2,852 Shares 1,021 Est. Cost $48.75 Unrealized +176.8%
MLKN MILLERKNOLL INC 0.1%
Value ($000) $2,807 Shares 81,227 Est. Cost $33.93 Unrealized -4.8%
AZTA AZENTA INC 0.1%
Value ($000) $2,767 Shares 33,397 Est. Cost $92.98 Unrealized -7.7%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $2,684 Shares 31,976 Est. Cost $97.28 Unrealized -13.4%
SANDY SPRING BANCORP INC 0.1%
Value ($000) $2,639 Shares 58,745 Est. Cost $48.04 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $2,558 Shares 12,218 Est. Cost $79.69 Unrealized +155.6%
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $2,407 Shares 30,376 Est. Cost $47.48 Unrealized +2.9%
LOB LIVE OAK BANCSHARES INC 0.1%
Value ($000) $2,345 Shares 46,081 Est. Cost $63.99 Unrealized 0.0%
AKR ACADIA RLTY TR 0.1%
Value ($000) $2,316 Shares 106,869 Est. Cost $25.61 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $2,304 Shares 45,077 Est. Cost $47.16 Unrealized +2.3%
AVA AVISTA CORP 0.1%
Value ($000) $2,219 Shares 49,152 Est. Cost $32.04 Unrealized +14.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,204 Shares 4,880 Est. Cost $431.06 Unrealized
LTC LTC PPTYS INC 0.1%
Value ($000) $2,139 Shares 55,608 Est. Cost $44.76 Unrealized
GIS GENERAL MLS INC 0.1%
Value ($000) $1,989 Shares 29,367 Est. Cost $36.02 Unrealized +63.2%
HST HOST HOTELS & RESORTS INC 0.1%
Value ($000) $1,897 Shares 97,657 Est. Cost $13.54 Unrealized +10.2%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1,755 Shares 12,873 Est. Cost $95.32 Unrealized +40.2%
FRPT FRESHPET INC 0.0%
Value ($000) $1,718 Shares 16,737 Est. Cost $120.40 Unrealized -21.8%
ABT ABBOTT LABS 0.0%
Value ($000) $1,669 Shares 14,102 Est. Cost $89.69 Unrealized +28.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,642 Shares 7,214 Est. Cost $163.07 Unrealized +20.8%
TREX TREX CO INC 0.0%
Value ($000) $1,587 Shares 24,297 Est. Cost $83.05 Unrealized +7.2%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,568 Shares 63,000 Est. Cost $33.29 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $1,469 Shares 9,061 Est. Cost $79.83 Unrealized +58.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1,467 Shares 13,422 Est. Cost $119.38 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value ($000) $1,422 Shares 17,191 Est. Cost $42.74 Unrealized +80.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1,354 Shares 5,418 Est. Cost $150.49 Unrealized +54.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $1,267 Shares 2,485 Est. Cost $253.95 Unrealized +77.7%
UNP UNION PAC CORP 0.0%
Value ($000) $1,089 Shares 3,985 Est. Cost $149.68 Unrealized +54.0%
INTC INTEL CORP 0.0%
Value ($000) $1,081 Shares 21,822 Est. Cost $41.24 Unrealized +12.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1,074 Shares 8,118 Est. Cost $89.02 Unrealized +50.5%
TSLA TESLA INC 0.0%
Value ($000) $1,039 Shares 964 Est. Cost $123.88 Unrealized +151.4%
NANOSTRING TECHNOLOGIES INC 0.0%
Value ($000) $1,025 Shares 29,503 Est. Cost $49.31 Unrealized
SFIX STITCH FIX INC 0.0%
Value ($000) $1,012 Shares 100,519 Est. Cost $48.96 Unrealized -71.8%
PFE PFIZER INC 0.0%
Value ($000) $1,002 Shares 19,359 Est. Cost $26.08 Unrealized +62.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $887 Shares 2,162 Est. Cost $200.00 Unrealized +97.1%
HOLX HOLOGIC INC 0.0%
Value ($000) $796 Shares 10,362 Est. Cost $32.67 Unrealized +120.1%
MMM 3M CO 0.0%
Value ($000) $788 Shares 5,291 Est. Cost $111.07 Unrealized +3.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $786 Shares 4,202 Est. Cost $128.59 Unrealized +33.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $766 Shares 1,486 Est. Cost $210.29 Unrealized +125.1%
CERNER CORP 0.0%
Value ($000) $723 Shares 7,728 Est. Cost $63.13 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $697 Shares 2,376 Est. Cost $268.57 Unrealized -8.5%
CI CIGNA CORP NEW 0.0%
Value ($000) $687 Shares 2,865 Est. Cost $190.77 Unrealized +14.5%
STT STATE STR CORP 0.0%
Value ($000) $679 Shares 7,799 Est. Cost $81.00 Unrealized 0.0%
JPUS J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $668 Shares 6,395 Est. Cost $106.02 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $649 Shares 199 Est. Cost $130.32 Unrealized +18.6%
SUSA ISHARES TR 0.0%
Value ($000) $634 Shares 6,549 Est. Cost $95.99 Unrealized
WMT WALMART INC 0.0%
Value ($000) $616 Shares 4,136 Est. Cost $33.05 Unrealized +34.9%
PPG PPG INDS INC 0.0%
Value ($000) $614 Shares 4,685 Est. Cost $80.21 Unrealized +66.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $603 Shares 381 Est. Cost $9.88 Unrealized +204.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $575 Shares 6,790 Est. Cost $64.32 Unrealized +12.0%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.0%
Value ($000) $572 Shares 41,223 Est. Cost $50.09 Unrealized -68.6%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $572 Shares 12,219 Est. Cost $37.70 Unrealized +13.7%
BWA BORGWARNER INC 0.0%
Value ($000) $561 Shares 14,424 Est. Cost $35.30 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $559 Shares 8,897 Est. Cost $50.36 Unrealized +16.5%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $552 Shares 235 Est. Cost $1933.44 Unrealized +18.9%
CAT CATERPILLAR INC 0.0%
Value ($000) $548 Shares 2,460 Est. Cost $83.63 Unrealized +133.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $537 Shares 1,522 Est. Cost $208.81 Unrealized +54.9%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $525 Shares 4,040 Est. Cost $102.33 Unrealized +9.5%
PEP PEPSICO INC 0.0%
Value ($000) $519 Shares 3,102 Est. Cost $144.85 Unrealized +2.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $516 Shares 3,881 Est. Cost $60.40 Unrealized +101.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $496 Shares 5,059 Est. Cost $60.05 Unrealized +45.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $492 Shares 3,851 Est. Cost $101.36 Unrealized +14.9%
IWM ISHARES TR 0.0%
Value ($000) $473 Shares 2,306 Est. Cost $189.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $465 Shares 6,362 Est. Cost $46.53 Unrealized +22.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $456 Shares 6,322 Est. Cost $59.11 Unrealized +2.1%
NFLX NETFLIX INC 0.0%
Value ($000) $454 Shares 1,212 Est. Cost $49.73 Unrealized -16.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $451 Shares 920 Est. Cost $363.63 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $445 Shares 5,862 Est. Cost $62.50 Unrealized +15.7%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $444 Shares 2,726 Est. Cost $79.57 Unrealized +54.3%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $426 Shares 9,896 Est. Cost $14.09 Unrealized +183.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $420 Shares 4,198 Est. Cost $41.39 Unrealized +92.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $409 Shares 4,475 Est. Cost $62.95 Unrealized -7.0%
MCO MOODYS CORP 0.0%
Value ($000) $403 Shares 1,195 Est. Cost $257.22 Unrealized +26.4%
CB CHUBB LIMITED 0.0%
Value ($000) $393 Shares 1,836 Est. Cost $152.12 Unrealized +26.8%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $361 Shares 2,226 Est. Cost $171.61 Unrealized
SPYX SPDR SER TR 0.0%
Value ($000) $357 Shares 3,220 Est. Cost $117.70 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $356 Shares 1,441 Est. Cost $170.65 Unrealized +33.5%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $340 Shares 286 Est. Cost $1088.25 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $312 Shares 2,326 Est. Cost $116.80 Unrealized -0.9%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $292 Shares 3,536 Est. Cost $43.31 Unrealized +56.7%
AMGN AMGEN INC 0.0%
Value ($000) $290 Shares 1,200 Est. Cost $133.24 Unrealized +52.6%
ICLR ICON PLC 0.0%
Value ($000) $279 Shares 1,146 Est. Cost $215.79 Unrealized +16.1%
LOW LOWES COS INC 0.0%
Value ($000) $273 Shares 1,352 Est. Cost $151.06 Unrealized +41.2%
META META PLATFORMS INC 0.0%
Value ($000) $269 Shares 1,211 Est. Cost $217.57 Unrealized +14.1%
IYH ISHARES TR 0.0%
Value ($000) $241 Shares 833 Est. Cost $246.28 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $238 Shares 378 Est. Cost $34.82 Unrealized +58.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $204 Shares 1,470 Est. Cost $114.28 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $202 Shares 872 Est. Cost $186.47 Unrealized +15.8%
REEDS INC 0.0%
Value ($000) $10 Shares 33,100 Est. Cost $0.47 Unrealized