TRILLIUM ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000884541 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $3,318,648 (100.0% shares, 0.0% debt)

Holdings (226)

MSFT MICROSOFT CORP 5.3%
Value ($000) $174,299 Shares 552,016 Est. Cost $101.74 Unrealized +219.0%
AAPL APPLE INC 5.1%
Value ($000) $169,101 Shares 987,684 Est. Cost $99.30 Unrealized +82.6%
GOOGL ALPHABET INC 4.9%
Value ($000) $163,281 Shares 1,247,752 Est. Cost $108.16 Unrealized +18.7%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $78,220 Shares 197,567 Est. Cost $199.89 Unrealized +98.2%
ADBE ADOBE INC 2.0%
Value ($000) $65,650 Shares 128,750 Est. Cost $196.48 Unrealized +167.0%
NVDA NVIDIA CORPORATION 1.9%
Value ($000) $63,934 Shares 146,977 Est. Cost $27.44 Unrealized +63.2%
TJX TJX COS INC NEW 1.7%
Value ($000) $55,867 Shares 628,567 Est. Cost $44.84 Unrealized +90.3%
TRV TRAVELERS COMPANIES INC 1.6%
Value ($000) $53,084 Shares 325,048 Est. Cost $117.00 Unrealized +36.6%
PANW PALO ALTO NETWORKS INC 1.5%
Value ($000) $51,110 Shares 218,008 Est. Cost $64.89 Unrealized +82.4%
AZN ASTRAZENECA PLC 1.5%
Value ($000) $50,932 Shares 752,103 Est. Cost $52.58 Unrealized
MRK MERCK & CO INC 1.5%
Value ($000) $49,199 Shares 477,897 Est. Cost $52.25 Unrealized +91.1%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $46,474 Shares 91,815 Est. Cost $536.08 Unrealized -1.3%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $45,724 Shares 80,932 Est. Cost $202.07 Unrealized +163.4%
ETN EATON CORP PLC 1.4%
Value ($000) $45,609 Shares 213,845 Est. Cost $81.10 Unrealized +158.6%
UNILEVER PLC 1.4%
Value ($000) $45,487 Shares 920,805 Est. Cost $55.78 Unrealized
ELV ELEVANCE HEALTH INC 1.4%
Value ($000) $45,050 Shares 103,464 Est. Cost $307.20 Unrealized +42.1%
MKC MCCORMICK & CO INC 1.3%
Value ($000) $44,618 Shares 589,878 Est. Cost $69.31 Unrealized +13.4%
LPLA LPL FINL HLDGS INC 1.3%
Value ($000) $44,306 Shares 186,432 Est. Cost $143.86 Unrealized +61.4%
ASML ASML HOLDING N V 1.3%
Value ($000) $42,333 Shares 71,912 Est. Cost $249.66 Unrealized
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $40,352 Shares 131,392 Est. Cost $209.36 Unrealized +45.4%
NOW SERVICENOW INC 1.2%
Value ($000) $39,130 Shares 70,004 Est. Cost $104.17 Unrealized +9.5%
TT TRANE TECHNOLOGIES PLC 1.1%
Value ($000) $38,038 Shares 187,465 Est. Cost $100.67 Unrealized +94.5%
AWK AMERICAN WTR WKS CO INC NEW 1.1%
Value ($000) $37,960 Shares 306,552 Est. Cost $86.19 Unrealized +54.0%
NKE NIKE INC 1.1%
Value ($000) $37,446 Shares 391,614 Est. Cost $74.64 Unrealized +31.6%
ECL ECOLAB INC 1.1%
Value ($000) $37,426 Shares 220,934 Est. Cost $142.95 Unrealized +24.0%
AMT AMERICAN TOWER CORP NEW 1.1%
Value ($000) $35,963 Shares 218,691 Est. Cost $185.18 Unrealized -9.5%
TSCO TRACTOR SUPPLY CO 1.1%
Value ($000) $35,515 Shares 174,908 Est. Cost $19.24 Unrealized +116.0%
NXPI NXP SEMICONDUCTORS N V 1.1%
Value ($000) $35,261 Shares 176,376 Est. Cost $119.71 Unrealized +65.4%
TGT TARGET CORP 1.1%
Value ($000) $35,091 Shares 317,361 Est. Cost $104.23 Unrealized +11.7%
WAB WABTEC 1.0%
Value ($000) $33,399 Shares 314,284 Est. Cost $70.34 Unrealized +56.4%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $32,143 Shares 261,820 Est. Cost $97.50 Unrealized +18.0%
AFL AFLAC INC 1.0%
Value ($000) $31,764 Shares 413,870 Est. Cost $34.76 Unrealized +102.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.0%
Value ($000) $31,734 Shares 365,174 Est. Cost $68.68 Unrealized
SBUX STARBUCKS CORP 0.9%
Value ($000) $31,299 Shares 342,929 Est. Cost $68.05 Unrealized +35.9%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $29,604 Shares 189,927 Est. Cost $98.61 Unrealized +53.8%
BALL BALL CORP 0.9%
Value ($000) $29,579 Shares 594,192 Est. Cost $53.70 Unrealized -1.8%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.9%
Value ($000) $29,080 Shares 356,982 Est. Cost $119.65 Unrealized -22.8%
HD HOME DEPOT INC 0.9%
Value ($000) $28,789 Shares 95,276 Est. Cost $124.84 Unrealized +142.7%
LIN LINDE PLC 0.8%
Value ($000) $27,756 Shares 74,542 Est. Cost $322.30 Unrealized +14.5%
JBHT HUNT J B TRANS SVCS INC 0.8%
Value ($000) $27,570 Shares 146,248 Est. Cost $97.46 Unrealized +92.4%
FSLR FIRST SOLAR INC 0.8%
Value ($000) $27,323 Shares 169,091 Est. Cost $57.37 Unrealized +225.2%
APTIV PLC 0.8%
Value ($000) $26,764 Shares 271,463 Est. Cost $103.34 Unrealized
LULU LULULEMON ATHLETICA INC 0.8%
Value ($000) $26,316 Shares 68,243 Est. Cost $210.97 Unrealized +81.1%
IPGP IPG PHOTONICS CORP 0.8%
Value ($000) $25,210 Shares 248,273 Est. Cost $145.75 Unrealized -22.6%
WST WEST PHARMACEUTICAL SVSC INC 0.7%
Value ($000) $24,353 Shares 64,905 Est. Cost $281.53 Unrealized +36.5%
VRSK VERISK ANALYTICS INC 0.7%
Value ($000) $24,028 Shares 101,709 Est. Cost $164.04 Unrealized +41.5%
V VISA INC 0.7%
Value ($000) $23,987 Shares 104,286 Est. Cost $151.78 Unrealized +55.6%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $23,020 Shares 393,776 Est. Cost $76.83 Unrealized -15.4%
ORA ORMAT TECHNOLOGIES INC 0.7%
Value ($000) $22,864 Shares 326,995 Est. Cost $52.10 Unrealized +46.6%
PWR QUANTA SVCS INC 0.7%
Value ($000) $22,716 Shares 121,429 Est. Cost $44.07 Unrealized +353.5%
NVO NOVO-NORDISK A S 0.7%
Value ($000) $22,668 Shares 249,266 Est. Cost $98.15 Unrealized
MSCI MSCI INC 0.7%
Value ($000) $22,124 Shares 43,120 Est. Cost $102.61 Unrealized +398.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $21,627 Shares 148,278 Est. Cost $82.48 Unrealized +74.7%
CVS CVS HEALTH CORP 0.6%
Value ($000) $21,322 Shares 305,386 Est. Cost $65.72 Unrealized -1.8%
PLD PROLOGIS INC. 0.6%
Value ($000) $21,177 Shares 188,721 Est. Cost $72.14 Unrealized +56.6%
HXL HEXCEL CORP NEW 0.6%
Value ($000) $21,044 Shares 323,058 Est. Cost $48.21 Unrealized +47.5%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $20,497 Shares 128,904 Est. Cost $124.90 Unrealized +27.2%
IQV IQVIA HLDGS INC 0.6%
Value ($000) $20,480 Shares 104,089 Est. Cost $128.75 Unrealized +68.7%
OMCL OMNICELL COM 0.6%
Value ($000) $20,228 Shares 449,116 Est. Cost $74.25 Unrealized -18.4%
BAC BANK AMERICA CORP 0.6%
Value ($000) $20,094 Shares 733,890 Est. Cost $20.71 Unrealized +34.3%
SYK STRYKER CORPORATION 0.6%
Value ($000) $19,686 Shares 72,043 Est. Cost $186.67 Unrealized +50.0%
WM WASTE MGMT INC DEL 0.6%
Value ($000) $19,560 Shares 128,318 Est. Cost $91.45 Unrealized +70.6%
JLL JONES LANG LASALLE INC 0.6%
Value ($000) $19,420 Shares 137,552 Est. Cost $153.05 Unrealized +6.7%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $18,160 Shares 35,325 Est. Cost $42.82 Unrealized +109.1%
EQIX EQUINIX INC 0.5%
Value ($000) $17,783 Shares 24,486 Est. Cost $693.63 Unrealized +6.1%
LW LAMB WESTON HLDGS INC 0.5%
Value ($000) $17,275 Shares 186,832 Est. Cost $63.36 Unrealized +52.5%
ADSK AUTODESK INC 0.5%
Value ($000) $16,432 Shares 79,415 Est. Cost $161.86 Unrealized +29.8%
AVB AVALONBAY CMNTYS INC 0.5%
Value ($000) $15,749 Shares 91,703 Est. Cost $151.89 Unrealized +11.6%
TTEK TETRA TECH INC NEW 0.5%
Value ($000) $15,467 Shares 101,735 Est. Cost $23.50 Unrealized +38.3%
WOLFSPEED INC 0.4%
Value ($000) $14,915 Shares 391,483 Est. Cost $97.99 Unrealized
DAR DARLING INGREDIENTS INC 0.4%
Value ($000) $14,907 Shares 285,569 Est. Cost $53.37 Unrealized +17.1%
EWBC EAST WEST BANCORP INC 0.4%
Value ($000) $14,715 Shares 279,179 Est. Cost $42.66 Unrealized +22.8%
SEDG SOLAREDGE TECHNOLOGIES INC 0.4%
Value ($000) $14,558 Shares 112,407 Est. Cost $258.14 Unrealized -25.7%
ROK ROCKWELL AUTOMATION INC 0.4%
Value ($000) $14,207 Shares 49,696 Est. Cost $169.03 Unrealized +75.5%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $14,196 Shares 116,498 Est. Cost $98.31 Unrealized +29.4%
ALC ALCON AG 0.4%
Value ($000) $14,037 Shares 182,152 Est. Cost $68.97 Unrealized +18.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value ($000) $13,707 Shares 7,483 Est. Cost $38.24 Unrealized +2.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $13,033 Shares 402,123 Est. Cost $34.44 Unrealized -15.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $12,980 Shares 25,744 Est. Cost $451.24 Unrealized +4.1%
VMI VALMONT INDS INC 0.4%
Value ($000) $12,948 Shares 53,900 Est. Cost $283.50 Unrealized -9.3%
ETSY ETSY INC 0.4%
Value ($000) $12,931 Shares 200,227 Est. Cost $114.70 Unrealized -31.2%
LEVI LEVI STRAUSS & CO NEW 0.4%
Value ($000) $12,879 Shares 948,389 Est. Cost $16.92 Unrealized -23.3%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $12,293 Shares 88,244 Est. Cost $121.91 Unrealized -1.3%
DE DEERE & CO 0.4%
Value ($000) $11,849 Shares 31,399 Est. Cost $247.11 Unrealized +61.0%
SBAC SBA COMMUNICATIONS CORP NEW 0.4%
Value ($000) $11,825 Shares 59,075 Est. Cost $149.69 Unrealized +42.1%
SYY SYSCO CORP 0.3%
Value ($000) $11,065 Shares 167,532 Est. Cost $60.02 Unrealized +11.7%
AVANGRID INC 0.3%
Value ($000) $10,243 Shares 339,523 Est. Cost $44.27 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $9,870 Shares 131,701 Est. Cost $58.16 Unrealized +21.5%
XYL XYLEM INC 0.3%
Value ($000) $9,827 Shares 107,948 Est. Cost $53.38 Unrealized +87.8%
ROG ROGERS CORP 0.3%
Value ($000) $9,516 Shares 72,380 Est. Cost $153.08 Unrealized -2.5%
HDB HDFC BANK LTD 0.3%
Value ($000) $9,202 Shares 155,624 Est. Cost $67.41 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $8,951 Shares 64,654 Est. Cost $70.06 Unrealized +100.4%
MDT MEDTRONIC PLC 0.3%
Value ($000) $8,444 Shares 107,770 Est. Cost $70.46 Unrealized +10.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $8,280 Shares 102,158 Est. Cost $137.10 Unrealized -39.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $8,279 Shares 154,008 Est. Cost $20.30 Unrealized +147.8%
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value ($000) $8,229 Shares 115,298 Est. Cost $43.07 Unrealized +56.2%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $8,064 Shares 44,357 Est. Cost $118.75 Unrealized +60.9%
FERG1GBX FERGUSON PLC NEW 0.2%
Value ($000) $7,853 Shares 47,461 Est. Cost $122.73 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $7,749 Shares 111,857 Est. Cost $67.56 Unrealized +18.9%
ANSYS INC 0.2%
Value ($000) $7,707 Shares 25,901 Est. Cost $112.58 Unrealized
CYBERARK SOFTWARE LTD 0.2%
Value ($000) $7,456 Shares 45,524 Est. Cost $162.02 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $7,410 Shares 67,347 Est. Cost $57.30 Unrealized +94.0%
MSA MSA SAFETY INC 0.2%
Value ($000) $7,308 Shares 46,359 Est. Cost $139.27 Unrealized +23.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $7,197 Shares 36,613 Est. Cost $121.22 Unrealized +60.1%
BDX BECTON DICKINSON & CO 0.2%
Value ($000) $7,171 Shares 27,736 Est. Cost $198.31 Unrealized +30.2%
HOLX HOLOGIC INC 0.2%
Value ($000) $7,169 Shares 103,302 Est. Cost $76.83 Unrealized -1.6%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $7,007 Shares 94,226 Est. Cost $77.51 Unrealized +0.7%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $6,996 Shares 164,030 Est. Cost $40.96 Unrealized +2.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $6,984 Shares 102,448 Est. Cost $108.33 Unrealized -36.5%
MMSI MERIT MED SYS INC 0.2%
Value ($000) $6,755 Shares 97,874 Est. Cost $63.85 Unrealized +12.7%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $6,568 Shares 25,333 Est. Cost $346.25 Unrealized -13.6%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $6,335 Shares 49,494 Est. Cost $132.95 Unrealized +6.9%
NYT NEW YORK TIMES CO 0.2%
Value ($000) $6,127 Shares 148,723 Est. Cost $34.40 Unrealized +18.9%
IHG INTERCONTINENTAL HOTELS GROU 0.2%
Value ($000) $5,791 Shares 77,478 Est. Cost $61.96 Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.2%
Value ($000) $5,667 Shares 177,410 Est. Cost $29.34 Unrealized +38.5%
MYRG MYR GROUP INC DEL 0.2%
Value ($000) $5,543 Shares 41,130 Est. Cost $141.43 Unrealized 0.0%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $5,512 Shares 136,721 Est. Cost $49.90 Unrealized -14.8%
BCE BCE INC 0.2%
Value ($000) $5,500 Shares 144,019 Est. Cost $37.76 Unrealized -8.3%
ICLR ICON PLC 0.2%
Value ($000) $5,467 Shares 22,198 Est. Cost $218.02 Unrealized +15.6%
DSI ISHARES TR 0.2%
Value ($000) $5,465 Shares 67,130 Est. Cost $76.29 Unrealized
TRMB TRIMBLE INC 0.2%
Value ($000) $5,369 Shares 99,673 Est. Cost $50.88 Unrealized +4.1%
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $5,218 Shares 31,330 Est. Cost $143.84 Unrealized
ITRI ITRON INC 0.2%
Value ($000) $5,156 Shares 85,115 Est. Cost $66.39 Unrealized +3.4%
PCTY PAYLOCITY HLDG CORP 0.2%
Value ($000) $5,091 Shares 28,015 Est. Cost $221.19 Unrealized -9.2%
THG HANOVER INS GROUP INC 0.2%
Value ($000) $5,003 Shares 45,081 Est. Cost $98.07 Unrealized +5.9%
BURL BURLINGTON STORES INC 0.1%
Value ($000) $4,881 Shares 36,071 Est. Cost $179.83 Unrealized -10.8%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $4,831 Shares 31,967 Est. Cost $156.67 Unrealized -0.2%
ATR APTARGROUP INC 0.1%
Value ($000) $4,809 Shares 38,456 Est. Cost $102.56 Unrealized +15.8%
ITUB ITAU UNIBANCO HLDG S A 0.1%
Value ($000) $4,726 Shares 879,986 Est. Cost $5.42 Unrealized
GNRC GENERAC HLDGS INC 0.1%
Value ($000) $4,662 Shares 42,788 Est. Cost $183.64 Unrealized -32.6%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $4,625 Shares 31,856 Est. Cost $97.05 Unrealized +46.0%
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $4,586 Shares 216,318 Est. Cost $23.26 Unrealized -10.9%
BAP CREDICORP LTD 0.1%
Value ($000) $4,552 Shares 35,574 Est. Cost $126.84 Unrealized +6.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $4,314 Shares 24,639 Est. Cost $164.67 Unrealized +7.5%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $4,294 Shares 45,399 Est. Cost $94.64 Unrealized +2.1%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $4,221 Shares 46,071 Est. Cost $59.03 Unrealized +57.8%
SF STIFEL FINL CORP 0.1%
Value ($000) $3,916 Shares 63,743 Est. Cost $47.29 Unrealized +27.6%
NGVT INGEVITY CORP 0.1%
Value ($000) $3,910 Shares 82,114 Est. Cost $71.44 Unrealized -23.6%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $3,735 Shares 63,860 Est. Cost $79.21 Unrealized -20.4%
AOS SMITH A O CORP 0.1%
Value ($000) $3,671 Shares 55,513 Est. Cost $43.43 Unrealized +56.7%
RUN SUNRUN INC 0.1%
Value ($000) $3,653 Shares 290,876 Est. Cost $38.07 Unrealized -56.8%
PEN PENUMBRA INC 0.1%
Value ($000) $3,610 Shares 14,922 Est. Cost $186.69 Unrealized +48.7%
SON SONOCO PRODS CO 0.1%
Value ($000) $3,544 Shares 65,223 Est. Cost $43.90 Unrealized +16.7%
COLB COLUMBIA BKG SYS INC 0.1%
Value ($000) $3,324 Shares 163,761 Est. Cost $22.51 Unrealized -20.1%
AMN AMN HEALTHCARE SVCS INC 0.1%
Value ($000) $3,286 Shares 38,577 Est. Cost $111.18 Unrealized -14.7%
LTC LTC PPTYS INC 0.1%
Value ($000) $3,113 Shares 96,891 Est. Cost $40.47 Unrealized
LKQ LKQ CORP 0.1%
Value ($000) $3,043 Shares 61,451 Est. Cost $35.49 Unrealized +40.4%
MAN MANPOWERGROUP INC WIS 0.1%
Value ($000) $2,964 Shares 40,420 Est. Cost $102.50 Unrealized -24.1%
HMN HORACE MANN EDUCATORS CORP N 0.1%
Value ($000) $2,861 Shares 97,376 Est. Cost $37.22 Unrealized -22.0%
FRPT FRESHPET INC 0.1%
Value ($000) $2,795 Shares 42,425 Est. Cost $85.47 Unrealized -16.1%
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $2,702 Shares 22,070 Est. Cost $50.61 Unrealized +35.8%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $2,447 Shares 6,461 Est. Cost $371.81 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,338 Shares 15,012 Est. Cost $127.93 Unrealized +19.8%
GOOG ALPHABET INC 0.1%
Value ($000) $2,320 Shares 17,599 Est. Cost $108.22 Unrealized +19.3%
AZTA AZENTA INC 0.1%
Value ($000) $2,086 Shares 41,574 Est. Cost $83.86 Unrealized -40.1%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $1,950 Shares 56,793 Est. Cost $45.81 Unrealized -15.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1,874 Shares 8,137 Est. Cost $81.56 Unrealized +182.1%
TREX TREX CO INC 0.1%
Value ($000) $1,856 Shares 30,115 Est. Cost $77.12 Unrealized -11.0%
CHARGEPOINT HOLDINGS INC 0.1%
Value ($000) $1,780 Shares 358,124 Est. Cost $8.43 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $1,695 Shares 11,691 Est. Cost $99.69 Unrealized +42.8%
LOB LIVE OAK BANCSHARES INC 0.1%
Value ($000) $1,666 Shares 57,560 Est. Cost $55.23 Unrealized -41.8%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $1,645 Shares 18,152 Est. Cost $88.16 Unrealized +0.4%
VITL VITAL FARMS INC 0.0%
Value ($000) $1,549 Shares 133,742 Est. Cost $13.66 Unrealized -15.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $1,491 Shares 3,487 Est. Cost $427.96 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $1,387 Shares 21,679 Est. Cost $36.02 Unrealized +79.2%
CRM SALESFORCE INC 0.0%
Value ($000) $1,183 Shares 5,832 Est. Cost $120.42 Unrealized +77.3%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,118 Shares 63,000 Est. Cost $33.29 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $1,095 Shares 3,125 Est. Cost $305.23 Unrealized +16.2%
ORCL ORACLE CORP 0.0%
Value ($000) $1,094 Shares 10,330 Est. Cost $48.42 Unrealized +132.9%
WAT WATERS CORP 0.0%
Value ($000) $1,033 Shares 3,766 Est. Cost $167.33 Unrealized +65.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $1,027 Shares 3,624 Est. Cost $150.49 Unrealized +82.6%
GWW GRAINGER W W INC 0.0%
Value ($000) $876 Shares 1,266 Est. Cost $343.14 Unrealized +106.5%
HUM HUMANA INC 0.0%
Value ($000) $795 Shares 1,634 Est. Cost $428.58 Unrealized +6.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $775 Shares 1,600 Est. Cost $452.74 Unrealized +6.6%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $753 Shares 1,816 Est. Cost $414.65 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $751 Shares 2,056 Est. Cost $200.00 Unrealized +92.9%
ABT ABBOTT LABS 0.0%
Value ($000) $739 Shares 7,627 Est. Cost $91.85 Unrealized +9.4%
CAT CATERPILLAR INC 0.0%
Value ($000) $664 Shares 2,434 Est. Cost $83.63 Unrealized +212.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $659 Shares 5,890 Est. Cost $89.02 Unrealized +32.4%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $623 Shares 3,694 Est. Cost $108.60 Unrealized +34.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $618 Shares 2,160 Est. Cost $239.22 Unrealized +14.0%
PEP PEPSICO INC 0.0%
Value ($000) $614 Shares 3,627 Est. Cost $146.95 Unrealized +13.7%
UNP UNION PAC CORP 0.0%
Value ($000) $610 Shares 2,996 Est. Cost $149.68 Unrealized +37.7%
PPG PPG INDS INC 0.0%
Value ($000) $594 Shares 4,580 Est. Cost $80.21 Unrealized +65.8%
BWA BORGWARNER INC 0.0%
Value ($000) $581 Shares 14,387 Est. Cost $34.69 Unrealized +18.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $570 Shares 5,541 Est. Cost $118.61 Unrealized -8.5%
AMZN AMAZON COM INC 0.0%
Value ($000) $569 Shares 4,476 Est. Cost $122.60 Unrealized +9.3%
PFE PFIZER INC 0.0%
Value ($000) $556 Shares 16,776 Est. Cost $28.42 Unrealized +7.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $539 Shares 3,611 Est. Cost $131.74 Unrealized +20.6%
DHR DANAHER CORPORATION 0.0%
Value ($000) $508 Shares 2,047 Est. Cost $252.05 Unrealized -12.6%
ABBV ABBVIE INC 0.0%
Value ($000) $506 Shares 3,394 Est. Cost $80.70 Unrealized +67.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $494 Shares 4,125 Est. Cost $41.39 Unrealized +160.6%
SUSA ISHARES TR 0.0%
Value ($000) $472 Shares 5,249 Est. Cost $95.99 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $470 Shares 10,605 Est. Cost $37.13 Unrealized +11.7%
MMM 3M CO 0.0%
Value ($000) $457 Shares 4,885 Est. Cost $110.94 Unrealized -28.3%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $420 Shares 920 Est. Cost $364.61 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $407 Shares 1,691 Est. Cost $163.07 Unrealized +41.8%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $404 Shares 1,900 Est. Cost $212.63 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $398 Shares 11,185 Est. Cost $40.45 Unrealized -15.4%
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $394 Shares 3,561 Est. Cost $63.12 Unrealized +40.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $388 Shares 6,772 Est. Cost $64.42 Unrealized -0.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $372 Shares 3,851 Est. Cost $60.91 Unrealized +49.7%
IWM ISHARES TR 0.0%
Value ($000) $372 Shares 2,106 Est. Cost $189.03 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $354 Shares 2,526 Est. Cost $102.33 Unrealized +28.8%
META META PLATFORMS INC 0.0%
Value ($000) $349 Shares 1,164 Est. Cost $299.21 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $341 Shares 1,295 Est. Cost $178.25 Unrealized +51.2%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $339 Shares 267 Est. Cost $889.35 Unrealized +43.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $337 Shares 4,861 Est. Cost $52.04 Unrealized +29.1%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $331 Shares 2,811 Est. Cost $45.36 Unrealized +122.7%
LOW LOWES COS INC 0.0%
Value ($000) $330 Shares 1,590 Est. Cost $157.57 Unrealized +36.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $318 Shares 4,478 Est. Cost $65.74 Unrealized +7.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $292 Shares 2,041 Est. Cost $60.40 Unrealized +143.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $289 Shares 4,977 Est. Cost $46.53 Unrealized +16.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $282 Shares 4,925 Est. Cost $59.11 Unrealized -6.6%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $281 Shares 5,111 Est. Cost $58.47 Unrealized 0.0%
AMGN AMGEN INC 0.0%
Value ($000) $270 Shares 1,004 Est. Cost $133.24 Unrealized +74.0%
CBRE CBRE GROUP INC 0.0%
Value ($000) $254 Shares 3,439 Est. Cost $70.35 Unrealized +17.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $252 Shares 861 Est. Cost $302.56 Unrealized +3.2%
PSX PHILLIPS 66 0.0%
Value ($000) $232 Shares 1,930 Est. Cost $103.33 Unrealized 0.0%
PSI INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $231 Shares 5,400 Est. Cost $42.78 Unrealized
WMT WALMART INC 0.0%
Value ($000) $222 Shares 1,391 Est. Cost $45.79 Unrealized +13.1%
CB CHUBB LIMITED 0.0%
Value ($000) $217 Shares 1,044 Est. Cost $152.12 Unrealized +29.4%
IYH ISHARES TR 0.0%
Value ($000) $216 Shares 799 Est. Cost $246.28 Unrealized
DCI DONALDSON INC 0.0%
Value ($000) $215 Shares 3,604 Est. Cost $54.37 Unrealized +9.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $210 Shares 68 Est. Cost $2979.20 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $207 Shares 1,931 Est. Cost $97.43 Unrealized 0.0%