TRILLIUM ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000884541 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Feb 8, 2023

Total Value ($000): $3,248,274 (100.0% shares, 0.0% debt)

Holdings (236)

AAPL APPLE INC 4.4%
Value ($000) $142,004 Shares 1,092,923 Est. Cost $99.30 Unrealized +41.7%
MSFT MICROSOFT CORP 4.2%
Value ($000) $138,037 Shares 575,583 Est. Cost $101.74 Unrealized +130.0%
GOOGL ALPHABET INC 3.5%
Value ($000) $114,599 Shares 1,298,864 Est. Cost $107.65 Unrealized -12.4%
MA MASTERCARD INCORPORATED 2.3%
Value ($000) $75,975 Shares 218,489 Est. Cost $199.89 Unrealized +61.8%
TRV TRAVELERS COMPANIES INC 2.1%
Value ($000) $67,207 Shares 358,459 Est. Cost $117.00 Unrealized +44.7%
ELV ELEVANCE HEALTH INC 1.8%
Value ($000) $59,659 Shares 116,300 Est. Cost $307.20 Unrealized +57.7%
AZN ASTRAZENECA PLC 1.8%
Value ($000) $56,872 Shares 838,819 Est. Cost $51.60 Unrealized
TT TRANE TECHNOLOGIES PLC 1.7%
Value ($000) $53,950 Shares 320,960 Est. Cost $100.67 Unrealized +58.3%
TJX TJX COS INC NEW 1.6%
Value ($000) $53,136 Shares 667,540 Est. Cost $44.84 Unrealized +57.7%
MRK MERCK & CO INC 1.6%
Value ($000) $51,857 Shares 467,396 Est. Cost $48.02 Unrealized +93.3%
UNILEVER PLC 1.6%
Value ($000) $50,374 Shares 1,000,464 Est. Cost $55.79 Unrealized
TGT TARGET CORP 1.5%
Value ($000) $49,857 Shares 334,522 Est. Cost $104.23 Unrealized +35.2%
SBUX STARBUCKS CORP 1.5%
Value ($000) $49,571 Shares 499,698 Est. Cost $68.05 Unrealized +28.7%
AWK AMERICAN WTR WKS CO INC NEW 1.5%
Value ($000) $48,623 Shares 319,005 Est. Cost $83.05 Unrealized +62.3%
ADBE ADOBE SYSTEMS INCORPORATED 1.4%
Value ($000) $45,885 Shares 136,345 Est. Cost $181.25 Unrealized +76.5%
NKE NIKE INC 1.4%
Value ($000) $44,864 Shares 383,430 Est. Cost $73.68 Unrealized +29.3%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $44,002 Shares 79,904 Est. Cost $535.82 Unrealized -2.0%
MKC MCCORMICK & CO INC 1.4%
Value ($000) $43,882 Shares 529,388 Est. Cost $69.05 Unrealized +8.4%
ETN EATON CORP PLC 1.3%
Value ($000) $43,001 Shares 273,975 Est. Cost $81.10 Unrealized +81.2%
TSCO TRACTOR SUPPLY CO 1.2%
Value ($000) $40,536 Shares 180,187 Est. Cost $18.82 Unrealized +113.6%
ASML ASML HOLDING N V 1.2%
Value ($000) $38,643 Shares 70,723 Est. Cost $232.48 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $38,373 Shares 84,059 Est. Cost $202.07 Unrealized +132.0%
FSLR FIRST SOLAR INC 1.2%
Value ($000) $38,197 Shares 255,006 Est. Cost $57.37 Unrealized +158.3%
AMT AMERICAN TOWER CORP NEW 1.2%
Value ($000) $37,997 Shares 179,350 Est. Cost $186.50 Unrealized +0.1%
WAB WABTEC 1.1%
Value ($000) $36,081 Shares 361,492 Est. Cost $69.49 Unrealized +35.2%
PANW PALO ALTO NETWORKS INC 1.1%
Value ($000) $35,558 Shares 254,818 Est. Cost $64.89 Unrealized +23.7%
LPLA LPL FINL HLDGS INC 1.1%
Value ($000) $35,284 Shares 163,224 Est. Cost $132.75 Unrealized +76.1%
XYL XYLEM INC 1.1%
Value ($000) $34,909 Shares 315,719 Est. Cost $53.38 Unrealized +89.2%
UPS UNITED PARCEL SERVICE INC 1.0%
Value ($000) $34,090 Shares 196,098 Est. Cost $98.61 Unrealized +50.1%
AFL AFLAC INC 1.0%
Value ($000) $33,189 Shares 461,344 Est. Cost $34.76 Unrealized +79.8%
SVB FINANCIAL GROUP 1.0%
Value ($000) $32,501 Shares 141,224 Est. Cost $199.04 Unrealized
TXN TEXAS INSTRS INC 1.0%
Value ($000) $32,205 Shares 194,921 Est. Cost $124.90 Unrealized +21.6%
HD HOME DEPOT INC 1.0%
Value ($000) $31,911 Shares 101,030 Est. Cost $124.84 Unrealized +125.2%
ACN ACCENTURE PLC IRELAND 1.0%
Value ($000) $31,477 Shares 117,964 Est. Cost $202.59 Unrealized +30.4%
JBHT HUNT J B TRANS SVCS INC 1.0%
Value ($000) $31,453 Shares 180,394 Est. Cost $97.46 Unrealized +73.6%
PG PROCTER AND GAMBLE CO 1.0%
Value ($000) $31,322 Shares 206,667 Est. Cost $82.48 Unrealized +57.4%
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $29,529 Shares 186,963 Est. Cost $90.96 Unrealized +53.1%
BAC BANK AMERICA CORP 0.9%
Value ($000) $28,511 Shares 860,832 Est. Cost $20.71 Unrealized +53.1%
SEDG SOLAREDGE TECHNOLOGIES INC 0.9%
Value ($000) $27,802 Shares 98,149 Est. Cost $267.58 Unrealized -0.8%
ECL ECOLAB INC 0.8%
Value ($000) $27,480 Shares 188,782 Est. Cost $141.45 Unrealized +0.3%
LINDE PLC 0.8%
Value ($000) $26,142 Shares 80,149 Est. Cost $279.90 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $26,119 Shares 280,272 Est. Cost $65.90 Unrealized +30.4%
ORA ORMAT TECHNOLOGIES INC 0.8%
Value ($000) $26,058 Shares 301,323 Est. Cost $48.80 Unrealized +80.4%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $25,858 Shares 363,078 Est. Cost $76.83 Unrealized +3.9%
NVO NOVO-NORDISK A S 0.7%
Value ($000) $24,085 Shares 177,952 Est. Cost $102.91 Unrealized
EWBC EAST WEST BANCORP INC 0.7%
Value ($000) $23,228 Shares 352,468 Est. Cost $41.47 Unrealized +50.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value ($000) $23,187 Shares 311,283 Est. Cost $65.82 Unrealized
OMCL OMNICELL COM 0.7%
Value ($000) $22,752 Shares 451,253 Est. Cost $76.02 Unrealized -21.0%
IQV IQVIA HLDGS INC 0.7%
Value ($000) $22,676 Shares 110,674 Est. Cost $128.75 Unrealized +57.5%
WOLFSPEED INC 0.7%
Value ($000) $22,510 Shares 326,038 Est. Cost $109.51 Unrealized
V VISA INC 0.7%
Value ($000) $22,491 Shares 108,253 Est. Cost $151.78 Unrealized +29.8%
PWR QUANTA SVCS INC 0.7%
Value ($000) $22,393 Shares 157,143 Est. Cost $38.67 Unrealized +265.5%
DIS DISNEY WALT CO 0.7%
Value ($000) $22,316 Shares 256,865 Est. Cost $137.79 Unrealized -32.2%
PLD PROLOGIS INC. 0.7%
Value ($000) $21,724 Shares 192,711 Est. Cost $72.14 Unrealized +38.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.7%
Value ($000) $21,571 Shares 205,754 Est. Cost $110.72 Unrealized -18.8%
IPGP IPG PHOTONICS CORP 0.7%
Value ($000) $21,485 Shares 226,941 Est. Cost $148.80 Unrealized -39.7%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.7%
Value ($000) $21,272 Shares 337,117 Est. Cost $121.85 Unrealized -46.3%
LULU LULULEMON ATHLETICA INC 0.7%
Value ($000) $21,239 Shares 66,294 Est. Cost $194.44 Unrealized +69.1%
BALL BALL CORP 0.6%
Value ($000) $20,880 Shares 408,292 Est. Cost $53.86 Unrealized -8.1%
ADSK AUTODESK INC 0.6%
Value ($000) $20,430 Shares 109,327 Est. Cost $153.65 Unrealized +30.6%
MSCI MSCI INC 0.6%
Value ($000) $20,122 Shares 43,257 Est. Cost $93.17 Unrealized +381.8%
FRCB FIRST REP BK SAN FRANCISCO C 0.6%
Value ($000) $20,046 Shares 164,465 Est. Cost $84.95 Unrealized +43.3%
NXPI NXP SEMICONDUCTORS N V 0.6%
Value ($000) $19,549 Shares 123,707 Est. Cost $96.36 Unrealized +55.0%
LW LAMB WESTON HLDGS INC 0.6%
Value ($000) $19,099 Shares 213,730 Est. Cost $60.92 Unrealized +32.0%
APTIV PLC 0.6%
Value ($000) $19,055 Shares 204,606 Est. Cost $104.98 Unrealized
SYK STRYKER CORPORATION 0.6%
Value ($000) $18,994 Shares 77,688 Est. Cost $186.67 Unrealized +17.7%
DE DEERE & CO 0.6%
Value ($000) $18,851 Shares 43,966 Est. Cost $247.11 Unrealized +57.3%
ROK ROCKWELL AUTOMATION INC 0.6%
Value ($000) $18,406 Shares 71,462 Est. Cost $169.03 Unrealized +40.7%
HXL HEXCEL CORP NEW 0.6%
Value ($000) $18,235 Shares 309,861 Est. Cost $46.79 Unrealized +22.4%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $18,145 Shares 115,661 Est. Cost $84.16 Unrealized +82.0%
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $17,879 Shares 122,341 Est. Cost $17.90 Unrealized -18.2%
HASI HANNON ARMSTRONG SUST INFR C 0.5%
Value ($000) $17,541 Shares 605,276 Est. Cost $23.26 Unrealized +3.5%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $17,524 Shares 444,754 Est. Cost $34.44 Unrealized -10.7%
WST WEST PHARMACEUTICAL SVSC INC 0.5%
Value ($000) $17,142 Shares 72,837 Est. Cost $281.15 Unrealized -16.4%
ETSY ETSY INC 0.5%
Value ($000) $16,762 Shares 139,936 Est. Cost $119.72 Unrealized -4.4%
JLL JONES LANG LASALLE INC 0.5%
Value ($000) $16,600 Shares 104,159 Est. Cost $155.62 Unrealized +2.5%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $15,284 Shares 38,291 Est. Cost $39.29 Unrealized +54.0%
AVB AVALONBAY CMNTYS INC 0.5%
Value ($000) $15,216 Shares 94,206 Est. Cost $151.89 Unrealized -0.2%
MDT MEDTRONIC PLC 0.5%
Value ($000) $15,208 Shares 195,673 Est. Cost $70.46 Unrealized +4.3%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $14,032 Shares 26,466 Est. Cost $451.24 Unrealized +10.9%
DSI ISHARES TR 0.4%
Value ($000) $14,005 Shares 195,076 Est. Cost $74.34 Unrealized
TTEK TETRA TECH INC NEW 0.4%
Value ($000) $13,876 Shares 95,572 Est. Cost $22.94 Unrealized +26.0%
SYY SYSCO CORP 0.4%
Value ($000) $13,592 Shares 177,788 Est. Cost $60.02 Unrealized +23.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.4%
Value ($000) $13,267 Shares 47,330 Est. Cost $122.18 Unrealized +115.7%
LEVI LEVI STRAUSS & CO NEW 0.4%
Value ($000) $12,781 Shares 823,518 Est. Cost $17.34 Unrealized -18.7%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $11,422 Shares 73,015 Est. Cost $79.52 Unrealized +70.1%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $10,762 Shares 42,320 Est. Cost $196.93 Unrealized +13.4%
AVANGRID INC 0.3%
Value ($000) $10,725 Shares 249,526 Est. Cost $46.32 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $10,536 Shares 79,466 Est. Cost $120.42 Unrealized +19.7%
KEY KEYCORP 0.3%
Value ($000) $10,459 Shares 600,388 Est. Cost $12.56 Unrealized +17.7%
ALC ALCON AG 0.3%
Value ($000) $10,207 Shares 148,898 Est. Cost $63.16 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.3%
Value ($000) $9,684 Shares 54,893 Est. Cost $127.86 Unrealized +34.7%
PEN PENUMBRA INC 0.3%
Value ($000) $9,171 Shares 41,226 Est. Cost $186.69 Unrealized +4.7%
WAT WATERS CORP 0.3%
Value ($000) $8,739 Shares 25,508 Est. Cost $167.33 Unrealized +89.1%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $8,579 Shares 88,097 Est. Cost $69.13 Unrealized +34.9%
ANSYS INC 0.3%
Value ($000) $8,346 Shares 34,547 Est. Cost $108.95 Unrealized
FERG1GBX FERGUSON PLC NEW 0.3%
Value ($000) $8,288 Shares 65,627 Est. Cost $122.73 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $8,218 Shares 95,727 Est. Cost $52.52 Unrealized +34.8%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $7,815 Shares 25,183 Est. Cost $347.32 Unrealized -8.9%
ITRI ITRON INC 0.2%
Value ($000) $7,791 Shares 153,814 Est. Cost $66.88 Unrealized -26.1%
HDB HDFC BANK LTD 0.2%
Value ($000) $7,568 Shares 110,629 Est. Cost $70.11 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $7,507 Shares 164,911 Est. Cost $40.98 Unrealized -4.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $7,455 Shares 156,491 Est. Cost $19.94 Unrealized +108.0%
DAR DARLING INGREDIENTS INC 0.2%
Value ($000) $7,434 Shares 118,786 Est. Cost $40.60 Unrealized +73.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $7,076 Shares 68,969 Est. Cost $55.17 Unrealized +73.1%
RUN SUNRUN INC 0.2%
Value ($000) $6,600 Shares 274,769 Est. Cost $40.65 Unrealized -34.3%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $6,397 Shares 135,132 Est. Cost $51.47 Unrealized -2.7%
BCE INC 0.2%
Value ($000) $6,332 Shares 144,204 Est. Cost $45.97 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $6,135 Shares 92,728 Est. Cost $36.93 Unrealized +96.1%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $6,015 Shares 80,618 Est. Cost $62.68 Unrealized +23.0%
BURL BURLINGTON STORES INC 0.2%
Value ($000) $5,963 Shares 29,411 Est. Cost $182.32 Unrealized -12.4%
NGVT INGEVITY CORP 0.2%
Value ($000) $5,800 Shares 82,348 Est. Cost $73.30 Unrealized -3.8%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $5,490 Shares 36,872 Est. Cost $121.22 Unrealized +23.1%
BAX BAXTER INTL INC 0.2%
Value ($000) $5,350 Shares 104,956 Est. Cost $66.68 Unrealized -25.6%
MSA MSA SAFETY INC 0.2%
Value ($000) $5,282 Shares 36,634 Est. Cost $133.29 Unrealized -1.8%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $5,161 Shares 35,717 Est. Cost $102.57 Unrealized +36.7%
THG HANOVER INS GROUP INC 0.2%
Value ($000) $4,890 Shares 36,192 Est. Cost $95.63 Unrealized +34.8%
BAP CREDICORP LTD 0.1%
Value ($000) $4,831 Shares 35,614 Est. Cost $126.84 Unrealized +3.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $4,771 Shares 29,085 Est. Cost $164.67 Unrealized -10.3%
CYBERARK SOFTWARE LTD 0.1%
Value ($000) $4,712 Shares 36,346 Est. Cost $163.53 Unrealized
NYT NEW YORK TIMES CO 0.1%
Value ($000) $4,535 Shares 139,711 Est. Cost $33.34 Unrealized -5.7%
ALGM ALLEGRO MICROSYSTEMS INC 0.1%
Value ($000) $4,387 Shares 146,127 Est. Cost $26.93 Unrealized +1.3%
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $4,316 Shares 42,875 Est. Cost $184.94 Unrealized -38.8%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $4,289 Shares 30,180 Est. Cost $75.22 Unrealized +85.7%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $4,252 Shares 31,759 Est. Cost $128.02 Unrealized +6.3%
SON SONOCO PRODS CO 0.1%
Value ($000) $4,227 Shares 69,633 Est. Cost $42.17 Unrealized +25.7%
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value ($000) $4,195 Shares 890,628 Est. Cost $5.42 Unrealized
CPT CAMDEN PPTY TR 0.1%
Value ($000) $4,108 Shares 36,711 Est. Cost $94.00 Unrealized +7.8%
UMPQUA HLDGS CORP 0.1%
Value ($000) $4,055 Shares 227,147 Est. Cost $18.63 Unrealized
TRMB TRIMBLE INC 0.1%
Value ($000) $3,970 Shares 78,508 Est. Cost $50.36 Unrealized +10.6%
MMSI MERIT MED SYS INC 0.1%
Value ($000) $3,800 Shares 53,813 Est. Cost $57.60 Unrealized +15.9%
LHC GROUP INC 0.1%
Value ($000) $3,721 Shares 23,016 Est. Cost $149.53 Unrealized
EGP EASTGROUP PPTYS INC 0.1%
Value ($000) $3,702 Shares 25,001 Est. Cost $137.97 Unrealized
ATR APTARGROUP INC 0.1%
Value ($000) $3,478 Shares 31,621 Est. Cost $99.37 Unrealized -0.9%
IHG INTERCONTINENTAL HOTELS GROU 0.1%
Value ($000) $3,356 Shares 57,513 Est. Cost $58.34 Unrealized
AMN AMN HEALTHCARE SVCS INC 0.1%
Value ($000) $3,194 Shares 31,066 Est. Cost $115.17 Unrealized 0.0%
BLKB BLACKBAUD INC 0.1%
Value ($000) $3,168 Shares 53,822 Est. Cost $74.49 Unrealized -24.8%
SYNEOS HEALTH INC 0.1%
Value ($000) $3,109 Shares 84,752 Est. Cost $73.23 Unrealized
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $3,087 Shares 38,299 Est. Cost $52.43 Unrealized +41.0%
SF STIFEL FINL CORP 0.1%
Value ($000) $3,014 Shares 51,627 Est. Cost $44.34 Unrealized +25.8%
HMN HORACE MANN EDUCATORS CORP N 0.1%
Value ($000) $2,943 Shares 78,751 Est. Cost $38.86 Unrealized -3.0%
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $2,899 Shares 14,922 Est. Cost $241.91 Unrealized -11.2%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,842 Shares 16,091 Est. Cost $127.72 Unrealized +23.0%
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $2,820 Shares 30,587 Est. Cost $47.17 Unrealized -14.3%
AOS SMITH A O CORP 0.1%
Value ($000) $2,770 Shares 48,392 Est. Cost $39.56 Unrealized +33.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $2,736 Shares 12,419 Est. Cost $81.56 Unrealized +142.2%
LTC LTC PPTYS INC 0.1%
Value ($000) $2,698 Shares 75,953 Est. Cost $42.66 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $2,682 Shares 50,212 Est. Cost $32.19 Unrealized +50.7%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $2,678 Shares 32,187 Est. Cost $108.48 Unrealized -26.0%
AVA AVISTA CORP 0.1%
Value ($000) $2,231 Shares 50,305 Est. Cost $32.27 Unrealized +6.1%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $2,175 Shares 29,836 Est. Cost $96.53 Unrealized -25.8%
SANDY SPRING BANCORP INC 0.1%
Value ($000) $2,174 Shares 61,718 Est. Cost $46.82 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $2,174 Shares 45,561 Est. Cost $47.21 Unrealized -4.1%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $2,083 Shares 15,531 Est. Cost $99.69 Unrealized +18.0%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,002 Shares 5,236 Est. Cost $427.96 Unrealized
AZTA AZENTA INC 0.1%
Value ($000) $1,972 Shares 33,858 Est. Cost $91.64 Unrealized -44.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $1,864 Shares 22,230 Est. Cost $36.02 Unrealized +102.5%
FRPT FRESHPET INC 0.1%
Value ($000) $1,698 Shares 32,181 Est. Cost $90.94 Unrealized -34.6%
CI CIGNA CORP NEW 0.1%
Value ($000) $1,671 Shares 5,044 Est. Cost $239.22 Unrealized +24.9%
GOOG ALPHABET INC 0.1%
Value ($000) $1,637 Shares 18,445 Est. Cost $107.98 Unrealized -12.3%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $1,589 Shares 99,009 Est. Cost $13.58 Unrealized +7.8%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $1,447 Shares 14,322 Est. Cost $87.98 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $1,414 Shares 2,542 Est. Cost $343.14 Unrealized +59.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1,396 Shares 4,528 Est. Cost $150.49 Unrealized +72.4%
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $1,331 Shares 44,074 Est. Cost $62.52 Unrealized -48.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $1,278 Shares 4,137 Est. Cost $268.52 Unrealized +10.6%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,215 Shares 63,000 Est. Cost $33.29 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $1,137 Shares 7,595 Est. Cost $89.02 Unrealized +56.9%
PFE PFIZER INC 0.0%
Value ($000) $1,128 Shares 22,006 Est. Cost $28.42 Unrealized +41.4%
ABT ABBOTT LABS 0.0%
Value ($000) $1,126 Shares 10,258 Est. Cost $91.52 Unrealized +6.7%
ROG ROGERS CORP 0.0%
Value ($000) $1,110 Shares 9,301 Est. Cost $133.79 Unrealized +16.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,099 Shares 4,604 Est. Cost $163.07 Unrealized +40.4%
HUM HUMANA INC 0.0%
Value ($000) $1,051 Shares 2,052 Est. Cost $428.58 Unrealized +18.5%
TREX TREX CO INC 0.0%
Value ($000) $984 Shares 23,253 Est. Cost $81.43 Unrealized -44.3%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $926 Shares 7,141 Est. Cost $115.68 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $853 Shares 3,213 Est. Cost $255.50 Unrealized -10.7%
ORCL ORACLE CORP 0.0%
Value ($000) $818 Shares 10,013 Est. Cost $45.98 Unrealized +59.2%
ABBV ABBVIE INC 0.0%
Value ($000) $806 Shares 4,986 Est. Cost $79.83 Unrealized +71.9%
PEP PEPSICO INC 0.0%
Value ($000) $804 Shares 4,450 Est. Cost $146.95 Unrealized +9.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $794 Shares 10,077 Est. Cost $65.74 Unrealized +6.1%
ARISTA NETWORKS INC 0.0%
Value ($000) $768 Shares 6,330 Est. Cost $121.33 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $760 Shares 10,156 Est. Cost $32.67 Unrealized +118.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $724 Shares 2,162 Est. Cost $200.00 Unrealized +60.6%
BWA BORGWARNER INC 0.0%
Value ($000) $635 Shares 15,784 Est. Cost $34.69 Unrealized -6.2%
UNP UNION PAC CORP 0.0%
Value ($000) $626 Shares 3,022 Est. Cost $149.68 Unrealized +27.1%
MMM 3M CO 0.0%
Value ($000) $613 Shares 5,114 Est. Cost $110.94 Unrealized -18.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $589 Shares 2,460 Est. Cost $83.63 Unrealized +147.0%
NANOSTRING TECHNOLOGIES INC 0.0%
Value ($000) $577 Shares 72,405 Est. Cost $26.37 Unrealized
PPG PPG INDS INC 0.0%
Value ($000) $576 Shares 4,580 Est. Cost $80.21 Unrealized +42.7%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $557 Shares 6,667 Est. Cost $64.32 Unrealized +14.8%
STT STATE STR CORP 0.0%
Value ($000) $507 Shares 6,537 Est. Cost $80.59 Unrealized -18.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $495 Shares 4,198 Est. Cost $41.39 Unrealized +164.3%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $490 Shares 3,317 Est. Cost $128.89 Unrealized +10.5%
SUSA ISHARES TR 0.0%
Value ($000) $475 Shares 5,774 Est. Cost $95.99 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $469 Shares 8,192 Est. Cost $55.69 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $465 Shares 335 Est. Cost $9.88 Unrealized +202.5%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $464 Shares 2,799 Est. Cost $153.47 Unrealized 0.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $446 Shares 5,803 Est. Cost $70.35 Unrealized +5.0%
XEL XCEL ENERGY INC 0.0%
Value ($000) $442 Shares 6,307 Est. Cost $59.11 Unrealized +0.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $435 Shares 6,041 Est. Cost $46.53 Unrealized +40.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $407 Shares 920 Est. Cost $363.63 Unrealized
FISV FISERV INC 0.0%
Value ($000) $402 Shares 3,973 Est. Cost $99.59 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $400 Shares 4,165 Est. Cost $60.05 Unrealized +40.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $399 Shares 1,513 Est. Cost $177.44 Unrealized +38.2%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $399 Shares 5,984 Est. Cost $52.04 Unrealized +11.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $385 Shares 2,144 Est. Cost $80.98 Unrealized +89.2%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $382 Shares 5,894 Est. Cost $119.38 Unrealized -44.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $378 Shares 2,685 Est. Cost $102.33 Unrealized +20.2%
IWM ISHARES TR 0.0%
Value ($000) $367 Shares 2,106 Est. Cost $189.03 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $365 Shares 3,311 Est. Cost $43.31 Unrealized +122.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $343 Shares 4,087 Est. Cost $124.70 Unrealized -20.8%
LOW LOWES COS INC 0.0%
Value ($000) $341 Shares 1,710 Est. Cost $157.57 Unrealized +19.4%
CSX CSX CORP 0.0%
Value ($000) $305 Shares 9,838 Est. Cost $28.73 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $304 Shares 8,699 Est. Cost $37.70 Unrealized -20.3%
INTC INTEL CORP 0.0%
Value ($000) $303 Shares 11,460 Est. Cost $41.24 Unrealized -35.4%
GDDY GODADDY INC 0.0%
Value ($000) $296 Shares 3,950 Est. Cost $75.00 Unrealized 0.0%
INTU INTUIT 0.0%
Value ($000) $290 Shares 746 Est. Cost $388.88 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $282 Shares 2,041 Est. Cost $60.40 Unrealized +109.1%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $282 Shares 3,370 Est. Cost $62.95 Unrealized -23.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $278 Shares 8,471 Est. Cost $14.09 Unrealized +112.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $270 Shares 3,450 Est. Cost $70.16 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $267 Shares 1,016 Est. Cost $133.24 Unrealized +82.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $259 Shares 1,090 Est. Cost $224.77 Unrealized 0.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $255 Shares 2,002 Est. Cost $101.36 Unrealized +11.3%
CB CHUBB LIMITED 0.0%
Value ($000) $252 Shares 1,143 Est. Cost $152.12 Unrealized +31.4%
ILMN ILLUMINA INC 0.0%
Value ($000) $229 Shares 1,132 Est. Cost $247.04 Unrealized -16.1%
IYH ISHARES TR 0.0%
Value ($000) $227 Shares 799 Est. Cost $246.28 Unrealized
BLACKROCK INC 0.0%
Value ($000) $223 Shares 314 Est. Cost $549.57 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $223 Shares 1,812 Est. Cost $219.11 Unrealized -13.6%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $222 Shares 110 Est. Cost $1933.44 Unrealized -3.4%
MTX MINERALS TECHNOLOGIES INC 0.0%
Value ($000) $218 Shares 3,589 Est. Cost $60.30 Unrealized -7.8%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $213 Shares 252 Est. Cost $859.52 Unrealized +3.6%
DCI DONALDSON INC 0.0%
Value ($000) $212 Shares 3,604 Est. Cost $54.37 Unrealized 0.0%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $211 Shares 823 Est. Cost $258.51 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $211 Shares 489 Est. Cost $403.95 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $204 Shares 1,961 Est. Cost $91.37 Unrealized 0.0%