Strategic Global Advisors, LLC Diversified Active

CIK: 0001580212 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $436,283 (100.0% shares, 0.0% debt)

Holdings (147)

GOOGL ALPHABET INC 4.4%
Value ($000) $19,290 Shares 138,090 Est. Cost $116.19 Unrealized +14.8%
AAPL APPLE INC 3.5%
Value ($000) $15,378 Shares 79,873 Est. Cost $123.32 Unrealized +48.2%
CHKP CHECK POINT SOFTWARE TECH LT 3.4%
Value ($000) $14,712 Shares 96,292 Est. Cost $114.90 Unrealized +23.0%
MSFT MICROSOFT CORP 2.8%
Value ($000) $12,383 Shares 32,929 Est. Cost $191.74 Unrealized +82.7%
NVDA NVIDIA CORPORATION 2.2%
Value ($000) $9,679 Shares 19,544 Est. Cost $35.06 Unrealized +32.1%
ICLR ICON PLC 2.0%
Value ($000) $8,783 Shares 31,026 Est. Cost $202.12 Unrealized +28.0%
ABT ABBOTT LABS 2.0%
Value ($000) $8,694 Shares 78,986 Est. Cost $103.97 Unrealized -7.6%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $8,507 Shares 24,243 Est. Cost $289.91 Unrealized +7.9%
AVGO BROADCOM INC 1.9%
Value ($000) $8,484 Shares 7,600 Est. Cost $52.39 Unrealized +76.0%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $8,292 Shares 48,748 Est. Cost $107.40 Unrealized +34.9%
META META PLATFORMS INC 1.7%
Value ($000) $7,626 Shares 21,546 Est. Cost $260.68 Unrealized +24.1%
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $7,448 Shares 25,257 Est. Cost $83.14 Unrealized +60.8%
LNG CHENIERE ENERGY INC 1.7%
Value ($000) $7,321 Shares 42,883 Est. Cost $152.50 Unrealized +12.7%
CAT CATERPILLAR INC 1.7%
Value ($000) $7,302 Shares 24,696 Est. Cost $221.76 Unrealized +13.3%
SNA SNAP ON INC 1.6%
Value ($000) $7,180 Shares 24,859 Est. Cost $203.63 Unrealized +25.2%
IT GARTNER INC 1.6%
Value ($000) $6,943 Shares 15,390 Est. Cost $318.73 Unrealized +25.3%
WIX WIX COM LTD 1.5%
Value ($000) $6,393 Shares 51,968 Est. Cost $90.38 Unrealized +6.8%
FUTU FUTU HLDGS LTD 1.4%
Value ($000) $6,184 Shares 113,192 Est. Cost $54.74 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 1.4%
Value ($000) $5,987 Shares 89,701 Est. Cost $58.67 Unrealized -2.3%
AMZN AMAZON COM INC 1.4%
Value ($000) $5,975 Shares 39,327 Est. Cost $126.75 Unrealized +10.6%
KEYS KEYSIGHT TECHNOLOGIES INC 1.3%
Value ($000) $5,537 Shares 34,807 Est. Cost $148.25 Unrealized -8.4%
DBX DROPBOX INC 1.3%
Value ($000) $5,534 Shares 187,722 Est. Cost $24.87 Unrealized +11.6%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value ($000) $5,237 Shares 102,075 Est. Cost $58.19 Unrealized -19.2%
NTB BANK OF NT BUTTERFIELD&SON L 1.2%
Value ($000) $5,223 Shares 163,161 Est. Cost $23.64 Unrealized +9.4%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $5,133 Shares 12,035 Est. Cost $343.26 Unrealized +15.7%
HSY HERSHEY CO 1.2%
Value ($000) $5,101 Shares 27,362 Est. Cost $186.27 Unrealized -4.6%
V VISA INC 1.1%
Value ($000) $5,011 Shares 19,247 Est. Cost $213.72 Unrealized +13.5%
LYB LYONDELLBASELL INDUSTRIES N 1.1%
Value ($000) $4,992 Shares 52,503 Est. Cost $76.98 Unrealized +3.7%
MPC MARATHON PETE CORP 1.0%
Value ($000) $4,514 Shares 30,423 Est. Cost $92.01 Unrealized +54.3%
APH AMPHENOL CORP NEW 1.0%
Value ($000) $4,488 Shares 45,269 Est. Cost $42.14 Unrealized +3.0%
ORLY OREILLY AUTOMOTIVE INC 1.0%
Value ($000) $4,446 Shares 4,680 Est. Cost $63.20 Unrealized 0.0%
ADSK AUTODESK INC 1.0%
Value ($000) $4,436 Shares 18,219 Est. Cost $206.42 Unrealized +4.6%
KLAC KLA CORP 1.0%
Value ($000) $4,407 Shares 7,582 Est. Cost $247.29 Unrealized +106.6%
NTES NETEASE INC 1.0%
Value ($000) $4,308 Shares 46,242 Est. Cost $73.94 Unrealized
MSCI MSCI INC 1.0%
Value ($000) $4,205 Shares 7,434 Est. Cost $500.68 Unrealized +0.5%
FCNCA FIRST CTZNS BANCSHARES INC N 1.0%
Value ($000) $4,158 Shares 2,930 Est. Cost $1279.72 Unrealized +8.8%
EA ELECTRONIC ARTS INC 0.9%
Value ($000) $4,144 Shares 30,290 Est. Cost $124.09 Unrealized +5.3%
EME EMCOR GROUP INC 0.9%
Value ($000) $3,988 Shares 18,513 Est. Cost $93.29 Unrealized +123.9%
GDDY GODADDY INC 0.9%
Value ($000) $3,918 Shares 36,902 Est. Cost $72.35 Unrealized +23.6%
ADBE ADOBE INC 0.8%
Value ($000) $3,680 Shares 6,169 Est. Cost $365.88 Unrealized +57.6%
DOLE DOLE PLC 0.8%
Value ($000) $3,655 Shares 297,415 Est. Cost $11.91 Unrealized -6.9%
CSCO CISCO SYS INC 0.8%
Value ($000) $3,596 Shares 71,178 Est. Cost $42.86 Unrealized +11.9%
KR KROGER CO 0.8%
Value ($000) $3,445 Shares 75,365 Est. Cost $43.79 Unrealized -3.2%
CBOE CBOE GLOBAL MKTS INC 0.8%
Value ($000) $3,365 Shares 18,848 Est. Cost $109.45 Unrealized +53.5%
A AGILENT TECHNOLOGIES INC 0.8%
Value ($000) $3,341 Shares 24,034 Est. Cost $138.00 Unrealized -15.1%
ABBV ABBVIE INC 0.7%
Value ($000) $3,245 Shares 20,938 Est. Cost $87.78 Unrealized +54.6%
OC OWENS CORNING NEW 0.7%
Value ($000) $3,234 Shares 21,820 Est. Cost $87.05 Unrealized +52.2%
AMGN AMGEN INC 0.7%
Value ($000) $3,192 Shares 11,084 Est. Cost $165.71 Unrealized +53.9%
ROL ROLLINS INC 0.7%
Value ($000) $3,162 Shares 72,416 Est. Cost $39.30 Unrealized -3.6%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $3,113 Shares 21,243 Est. Cost $129.61 Unrealized +8.5%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $2,958 Shares 36,510 Est. Cost $72.58 Unrealized -0.5%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $2,909 Shares 820 Est. Cost $1977.65 Unrealized +55.1%
SPG SIMON PPTY GROUP INC NEW 0.7%
Value ($000) $2,841 Shares 19,919 Est. Cost $94.44 Unrealized +14.7%
GIS GENERAL MLS INC 0.6%
Value ($000) $2,813 Shares 43,191 Est. Cost $58.52 Unrealized +1.7%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $2,781 Shares 8,916 Est. Cost $262.23 Unrealized +0.7%
SNPS SYNOPSYS INC 0.6%
Value ($000) $2,673 Shares 5,191 Est. Cost $357.27 Unrealized +43.1%
TEEKAY TANKERS LTD 0.6%
Value ($000) $2,628 Shares 52,587 Est. Cost $38.96 Unrealized
EG EVEREST GROUP LTD 0.6%
Value ($000) $2,598 Shares 7,349 Est. Cost $265.07 Unrealized +41.2%
MTD METTLER TOLEDO INTERNATIONAL 0.6%
Value ($000) $2,500 Shares 2,061 Est. Cost $1258.92 Unrealized -14.1%
DECK DECKERS OUTDOOR CORP 0.6%
Value ($000) $2,497 Shares 3,735 Est. Cost $89.54 Unrealized +13.5%
INMD INMODE LTD 0.6%
Value ($000) $2,451 Shares 110,186 Est. Cost $34.38 Unrealized -34.7%
RIO RIO TINTO PLC 0.6%
Value ($000) $2,449 Shares 32,894 Est. Cost $67.46 Unrealized
CRH CRH PLC 0.5%
Value ($000) $2,372 Shares 34,291 Est. Cost $58.12 Unrealized 0.0%
LPLA LPL FINL HLDGS INC 0.5%
Value ($000) $2,322 Shares 10,200 Est. Cost $221.18 Unrealized +1.6%
BLDR BUILDERS FIRSTSOURCE INC 0.5%
Value ($000) $2,247 Shares 13,460 Est. Cost $137.97 Unrealized -3.7%
MCK MCKESSON CORP 0.5%
Value ($000) $2,180 Shares 4,709 Est. Cost $193.13 Unrealized +133.2%
CTRA COTERRA ENERGY INC 0.5%
Value ($000) $2,175 Shares 85,234 Est. Cost $25.21 Unrealized -1.0%
VEEV VEEVA SYS INC 0.5%
Value ($000) $2,172 Shares 11,282 Est. Cost $201.49 Unrealized -6.5%
FERG1GBX FERGUSON PLC NEW 0.5%
Value ($000) $2,152 Shares 11,148 Est. Cost $193.07 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.5%
Value ($000) $2,151 Shares 17,489 Est. Cost $133.25 Unrealized -6.3%
ITRN ITURAN LOCATION AND CONTROL 0.5%
Value ($000) $2,135 Shares 78,394 Est. Cost $27.59 Unrealized -4.2%
LYV LIVE NATION ENTERTAINMENT IN 0.5%
Value ($000) $2,131 Shares 22,767 Est. Cost $74.11 Unrealized +16.1%
PPG PPG INDS INC 0.5%
Value ($000) $2,113 Shares 14,131 Est. Cost $133.03 Unrealized -3.1%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,103 Shares 40,411 Est. Cost $30.36 Unrealized +68.6%
Z ZILLOW GROUP INC 0.5%
Value ($000) $2,017 Shares 34,854 Est. Cost $51.40 Unrealized -14.3%
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $2,012 Shares 25,030 Est. Cost $65.85 Unrealized +10.0%
APA APA CORPORATION 0.4%
Value ($000) $1,959 Shares 54,611 Est. Cost $34.62 Unrealized 0.0%
GL GLOBE LIFE INC 0.4%
Value ($000) $1,928 Shares 15,836 Est. Cost $105.16 Unrealized +9.8%
TOL TOLL BROTHERS INC 0.4%
Value ($000) $1,889 Shares 18,375 Est. Cost $67.10 Unrealized +24.2%
BPOP POPULAR INC 0.4%
Value ($000) $1,820 Shares 22,175 Est. Cost $65.76 Unrealized +1.3%
DXCM DEXCOM INC 0.4%
Value ($000) $1,681 Shares 13,549 Est. Cost $120.95 Unrealized -15.5%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.4%
Value ($000) $1,667 Shares 23,188 Est. Cost $66.13 Unrealized 0.0%
TX TERNIUM SA 0.4%
Value ($000) $1,599 Shares 37,639 Est. Cost $31.21 Unrealized
GTES GATES INDL CORP PLC 0.4%
Value ($000) $1,571 Shares 117,069 Est. Cost $12.44 Unrealized -5.0%
TSLA TESLA INC 0.3%
Value ($000) $1,512 Shares 6,085 Est. Cost $290.17 Unrealized -18.1%
LIN LINDE PLC 0.3%
Value ($000) $1,506 Shares 3,667 Est. Cost $322.30 Unrealized +19.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,501 Shares 12,336 Est. Cost $132.67 Unrealized -17.6%
LOW LOWES COS INC 0.3%
Value ($000) $1,479 Shares 6,647 Est. Cost $187.25 Unrealized +4.0%
UNM UNUM GROUP 0.3%
Value ($000) $1,424 Shares 31,496 Est. Cost $43.63 Unrealized +4.4%
DOV DOVER CORP 0.3%
Value ($000) $1,322 Shares 8,598 Est. Cost $146.99 Unrealized -7.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,318 Shares 21,463 Est. Cost $68.02 Unrealized -16.0%
HOLX HOLOGIC INC 0.3%
Value ($000) $1,317 Shares 18,428 Est. Cost $72.89 Unrealized -4.5%
DOCU DOCUSIGN INC 0.3%
Value ($000) $1,294 Shares 21,762 Est. Cost $45.87 Unrealized 0.0%
HUM HUMANA INC 0.3%
Value ($000) $1,293 Shares 2,825 Est. Cost $456.59 Unrealized +5.1%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $1,272 Shares 2,595 Est. Cost $489.83 Unrealized -13.9%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $1,243 Shares 20,181 Est. Cost $45.68 Unrealized +14.5%
TAP MOLSON COORS BEVERAGE CO 0.3%
Value ($000) $1,238 Shares 20,227 Est. Cost $60.14 Unrealized -7.0%
NVO NOVO-NORDISK A S 0.3%
Value ($000) $1,235 Shares 11,934 Est. Cost $104.20 Unrealized
HUBB HUBBELL INC 0.3%
Value ($000) $1,230 Shares 3,738 Est. Cost $308.42 Unrealized -5.2%
ESS ESSEX PPTY TR INC 0.3%
Value ($000) $1,187 Shares 4,786 Est. Cost $226.14 Unrealized -10.2%
VICI VICI PPTYS INC 0.3%
Value ($000) $1,163 Shares 36,469 Est. Cost $27.02 Unrealized -4.1%
IDXX IDEXX LABS INC 0.3%
Value ($000) $1,143 Shares 2,059 Est. Cost $498.67 Unrealized -5.9%
VST VISTRA CORP 0.3%
Value ($000) $1,105 Shares 28,688 Est. Cost $29.25 Unrealized +16.5%
NVS NOVARTIS AG 0.3%
Value ($000) $1,095 Shares 10,840 Est. Cost $91.03 Unrealized
MEDP MEDPACE HLDGS INC 0.3%
Value ($000) $1,094 Shares 3,570 Est. Cost $269.93 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $1,092 Shares 56,336 Est. Cost $19.41 Unrealized -22.5%
ACI ALBERTSONS COS INC 0.2%
Value ($000) $1,078 Shares 46,876 Est. Cost $12.08 Unrealized +71.5%
IBEX IBEX LTD 0.2%
Value ($000) $1,069 Shares 56,214 Est. Cost $26.67 Unrealized -34.8%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $1,036 Shares 4,476 Est. Cost $202.82 Unrealized +1.2%
FTV FORTIVE CORP 0.2%
Value ($000) $1,026 Shares 13,939 Est. Cost $52.24 Unrealized 0.0%
ASML ASML HOLDING N V 0.2%
Value ($000) $1,020 Shares 1,348 Est. Cost $650.00 Unrealized
LEA LEAR CORP 0.2%
Value ($000) $980 Shares 6,937 Est. Cost $135.36 Unrealized -6.8%
AON AON PLC 0.2%
Value ($000) $967 Shares 3,324 Est. Cost $285.70 Unrealized +10.4%
BHP BHP GROUP LTD 0.2%
Value ($000) $948 Shares 13,884 Est. Cost $59.14 Unrealized
APP APPLOVIN CORP 0.2%
Value ($000) $942 Shares 23,638 Est. Cost $35.47 Unrealized +10.5%
BP BP PLC 0.2%
Value ($000) $937 Shares 26,474 Est. Cost $35.82 Unrealized
TPR TAPESTRY INC 0.2%
Value ($000) $881 Shares 23,941 Est. Cost $35.65 Unrealized -18.1%
BYD BOYD GAMING CORP 0.2%
Value ($000) $877 Shares 14,001 Est. Cost $54.50 Unrealized +6.3%
CROX CROCS INC 0.2%
Value ($000) $800 Shares 8,564 Est. Cost $102.77 Unrealized -10.2%
WMT WALMART INC 0.2%
Value ($000) $656 Shares 4,161 Est. Cost $51.81 Unrealized -0.3%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $653 Shares 8,424 Est. Cost $98.81 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $633 Shares 6,083 Est. Cost $79.91 Unrealized
WF WOORI FINL GROUP INC 0.1%
Value ($000) $555 Shares 18,361 Est. Cost $28.36 Unrealized
IX ORIX CORP 0.1%
Value ($000) $536 Shares 5,737 Est. Cost $70.71 Unrealized
UNILEVER PLC 0.1%
Value ($000) $529 Shares 10,909 Est. Cost $53.71 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $510 Shares 1,236 Est. Cost $363.43 Unrealized 0.0%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $489 Shares 12,064 Est. Cost $29.84 Unrealized
RELX RELX PLC 0.1%
Value ($000) $466 Shares 11,754 Est. Cost $24.30 Unrealized
EWY ISHARES INC 0.1%
Value ($000) $463 Shares 7,061 Est. Cost $61.76 Unrealized
STLA STELLANTIS N.V 0.1%
Value ($000) $419 Shares 17,982 Est. Cost $12.17 Unrealized
ASC ARDMORE SHIPPING CORP 0.1%
Value ($000) $379 Shares 26,900 Est. Cost $13.50 Unrealized -8.6%
INDA ISHARES TR 0.1%
Value ($000) $367 Shares 7,520 Est. Cost $45.14 Unrealized
SNY SANOFI 0.1%
Value ($000) $365 Shares 7,345 Est. Cost $52.98 Unrealized
DB DEUTSCHE BANK A G 0.1%
Value ($000) $356 Shares 26,306 Est. Cost $9.75 Unrealized +14.2%
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.1%
Value ($000) $327 Shares 6,970 Est. Cost $42.15 Unrealized 0.0%
NWG NATWEST GROUP PLC 0.1%
Value ($000) $319 Shares 56,626 Est. Cost $4.99 Unrealized
PDD PDD HOLDINGS INC 0.1%
Value ($000) $317 Shares 2,170 Est. Cost $98.07 Unrealized
NICE NICE LTD 0.1%
Value ($000) $309 Shares 1,547 Est. Cost $223.39 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $307 Shares 33,665 Est. Cost $7.05 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $275 Shares 1,888 Est. Cost $192.07 Unrealized
HMC HONDA MOTOR LTD 0.1%
Value ($000) $269 Shares 8,694 Est. Cost $27.08 Unrealized
TS TENARIS S A 0.1%
Value ($000) $259 Shares 7,463 Est. Cost $25.88 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $241 Shares 3,665 Est. Cost $64.38 Unrealized
LOGI LOGITECH INTL S A 0.1%
Value ($000) $238 Shares 2,500 Est. Cost $79.67 Unrealized 0.0%
IHG INTERCONTINENTAL HOTELS GROU 0.0%
Value ($000) $217 Shares 2,381 Est. Cost $91.18 Unrealized
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $190 Shares 10,709 Est. Cost $16.01 Unrealized
WB WEIBO CORP 0.0%
Value ($000) $153 Shares 14,010 Est. Cost $13.11 Unrealized