Strategic Global Advisors, LLC Diversified Active

CIK: 0001580212 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $463,027 (100.0% shares, 0.0% debt)

Holdings (138)

GOOGL ALPHABET INC 4.3%
Value ($000) $19,858 Shares 131,572 Est. Cost $116.19 Unrealized +22.2%
MSFT MICROSOFT CORP 4.1%
Value ($000) $18,822 Shares 44,738 Est. Cost $246.52 Unrealized +62.0%
NVDA NVIDIA CORPORATION 3.7%
Value ($000) $17,188 Shares 19,023 Est. Cost $35.06 Unrealized +106.6%
CHKP CHECK POINT SOFTWARE TECH LT 3.1%
Value ($000) $14,513 Shares 88,489 Est. Cost $114.90 Unrealized +39.5%
AAPL APPLE INC 2.8%
Value ($000) $13,130 Shares 76,571 Est. Cost $123.32 Unrealized +46.2%
WIX WIX COM LTD 2.8%
Value ($000) $12,864 Shares 93,572 Est. Cost $108.70 Unrealized +21.1%
AMZN AMAZON COM INC 2.6%
Value ($000) $11,825 Shares 65,554 Est. Cost $142.82 Unrealized +16.9%
ICLR ICON PLC 2.4%
Value ($000) $11,225 Shares 33,414 Est. Cost $208.74 Unrealized +41.2%
META META PLATFORMS INC 2.2%
Value ($000) $10,186 Shares 20,977 Est. Cost $260.68 Unrealized +70.0%
AVGO BROADCOM INC 2.1%
Value ($000) $9,799 Shares 7,393 Est. Cost $52.39 Unrealized +131.4%
JPM JPMORGAN CHASE & CO 2.0%
Value ($000) $9,229 Shares 46,078 Est. Cost $107.40 Unrealized +61.7%
CAT CATERPILLAR INC 1.9%
Value ($000) $8,801 Shares 24,017 Est. Cost $221.76 Unrealized +40.3%
MSCI MSCI INC 1.7%
Value ($000) $8,007 Shares 14,287 Est. Cost $524.09 Unrealized +4.8%
SNA SNAP ON INC 1.5%
Value ($000) $7,173 Shares 24,216 Est. Cost $203.63 Unrealized +32.5%
FUTU FUTU HLDGS LTD 1.5%
Value ($000) $6,973 Shares 128,780 Est. Cost $54.67 Unrealized
PANW PALO ALTO NETWORKS INC 1.5%
Value ($000) $6,770 Shares 23,828 Est. Cost $83.14 Unrealized +89.7%
LNG CHENIERE ENERGY INC 1.5%
Value ($000) $6,739 Shares 41,784 Est. Cost $152.50 Unrealized +5.4%
APH AMPHENOL CORP NEW 1.4%
Value ($000) $6,343 Shares 54,985 Est. Cost $43.81 Unrealized +17.7%
EME EMCOR GROUP INC 1.4%
Value ($000) $6,304 Shares 18,000 Est. Cost $93.29 Unrealized +186.6%
FCNCA FIRST CTZNS BANCSHARES INC N 1.2%
Value ($000) $5,745 Shares 3,514 Est. Cost $1315.14 Unrealized +13.5%
MPC MARATHON PETE CORP 1.2%
Value ($000) $5,678 Shares 28,181 Est. Cost $92.01 Unrealized +78.6%
AZO AUTOZONE INC 1.2%
Value ($000) $5,676 Shares 1,801 Est. Cost $2858.33 Unrealized 0.0%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $5,639 Shares 11,709 Est. Cost $343.26 Unrealized +31.9%
NFLX NETFLIX INC 1.2%
Value ($000) $5,429 Shares 8,939 Est. Cost $56.38 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 1.2%
Value ($000) $5,387 Shares 99,345 Est. Cost $58.19 Unrealized -20.7%
GDDY GODADDY INC 1.1%
Value ($000) $5,305 Shares 44,704 Est. Cost $79.14 Unrealized +40.6%
KEYS KEYSIGHT TECHNOLOGIES INC 1.1%
Value ($000) $5,286 Shares 33,803 Est. Cost $148.25 Unrealized +3.7%
V VISA INC 1.1%
Value ($000) $5,226 Shares 18,727 Est. Cost $213.72 Unrealized +27.4%
KLAC KLA CORP 1.1%
Value ($000) $5,155 Shares 7,379 Est. Cost $247.29 Unrealized +155.5%
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value ($000) $5,150 Shares 4,562 Est. Cost $63.20 Unrealized +10.7%
IDXX IDEXX LABS INC 1.1%
Value ($000) $5,085 Shares 9,417 Est. Cost $536.04 Unrealized +2.0%
NTB BANK OF NT BUTTERFIELD&SON L 1.1%
Value ($000) $5,060 Shares 158,170 Est. Cost $23.64 Unrealized +18.8%
ADSK AUTODESK INC 1.0%
Value ($000) $4,614 Shares 17,719 Est. Cost $206.42 Unrealized +22.6%
UBER UBER TECHNOLOGIES INC 1.0%
Value ($000) $4,582 Shares 59,514 Est. Cost $62.93 Unrealized +14.1%
NTES NETEASE INC 1.0%
Value ($000) $4,564 Shares 44,113 Est. Cost $73.94 Unrealized
IT GARTNER INC 0.9%
Value ($000) $4,371 Shares 9,169 Est. Cost $318.73 Unrealized +44.4%
KR KROGER CO 0.9%
Value ($000) $4,192 Shares 73,370 Est. Cost $43.79 Unrealized +8.1%
EA ELECTRONIC ARTS INC 0.8%
Value ($000) $3,911 Shares 29,479 Est. Cost $124.09 Unrealized +9.6%
LYB LYONDELLBASELL INDUSTRIES N 0.8%
Value ($000) $3,859 Shares 37,727 Est. Cost $76.98 Unrealized +9.3%
FTV FORTIVE CORP 0.8%
Value ($000) $3,776 Shares 43,902 Est. Cost $57.68 Unrealized +4.4%
ABBV ABBVIE INC 0.8%
Value ($000) $3,705 Shares 20,345 Est. Cost $87.78 Unrealized +84.5%
DOLE DOLE PLC 0.7%
Value ($000) $3,472 Shares 291,048 Est. Cost $11.91 Unrealized -5.9%
GL GLOBE LIFE INC 0.7%
Value ($000) $3,429 Shares 29,463 Est. Cost $112.23 Unrealized +7.3%
DECK DECKERS OUTDOOR CORP 0.7%
Value ($000) $3,419 Shares 3,632 Est. Cost $89.54 Unrealized +54.8%
A AGILENT TECHNOLOGIES INC 0.7%
Value ($000) $3,404 Shares 23,396 Est. Cost $138.00 Unrealized -2.0%
ROL ROLLINS INC 0.7%
Value ($000) $3,260 Shares 70,464 Est. Cost $39.30 Unrealized +9.6%
CBOE CBOE GLOBAL MKTS INC 0.7%
Value ($000) $3,219 Shares 17,518 Est. Cost $109.45 Unrealized +65.8%
CRH CRH PLC 0.7%
Value ($000) $3,193 Shares 37,019 Est. Cost $59.34 Unrealized +25.9%
AMGN AMGEN INC 0.7%
Value ($000) $3,072 Shares 10,805 Est. Cost $165.71 Unrealized +66.6%
SPG SIMON PPTY GROUP INC NEW 0.7%
Value ($000) $3,028 Shares 19,348 Est. Cost $94.44 Unrealized +41.1%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $3,013 Shares 8,676 Est. Cost $262.23 Unrealized +19.5%
TEEKAY TANKERS LTD 0.6%
Value ($000) $2,975 Shares 50,927 Est. Cost $38.96 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $2,941 Shares 42,038 Est. Cost $58.52 Unrealized +3.5%
DXCM DEXCOM INC 0.6%
Value ($000) $2,912 Shares 20,997 Est. Cost $122.63 Unrealized +2.5%
SNPS SYNOPSYS INC 0.6%
Value ($000) $2,887 Shares 5,051 Est. Cost $357.27 Unrealized +54.1%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.6%
Value ($000) $2,852 Shares 40,773 Est. Cost $58.67 Unrealized +10.9%
HSY HERSHEY CO 0.6%
Value ($000) $2,850 Shares 14,655 Est. Cost $186.27 Unrealized -2.3%
ABT ABBOTT LABS 0.6%
Value ($000) $2,848 Shares 25,059 Est. Cost $103.97 Unrealized +6.5%
ADBE ADOBE INC 0.6%
Value ($000) $2,838 Shares 5,624 Est. Cost $365.88 Unrealized +56.7%
MTD METTLER TOLEDO INTERNATIONAL 0.6%
Value ($000) $2,673 Shares 2,008 Est. Cost $1258.92 Unrealized -2.1%
LPLA LPL FINL HLDGS INC 0.6%
Value ($000) $2,624 Shares 9,931 Est. Cost $221.18 Unrealized +14.1%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,598 Shares 35,461 Est. Cost $72.58 Unrealized -0.8%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $2,587 Shares 713 Est. Cost $1977.65 Unrealized +77.4%
HIG HARTFORD FINL SVCS GROUP INC 0.5%
Value ($000) $2,529 Shares 24,538 Est. Cost $65.85 Unrealized +34.7%
CSCO CISCO SYS INC 0.5%
Value ($000) $2,461 Shares 49,313 Est. Cost $42.86 Unrealized +10.2%
MCK MCKESSON CORP 0.5%
Value ($000) $2,458 Shares 4,579 Est. Cost $193.13 Unrealized +160.7%
FERG1GBX FERGUSON PLC NEW 0.5%
Value ($000) $2,377 Shares 10,881 Est. Cost $193.07 Unrealized
LDOS LEIDOS HOLDINGS INC 0.5%
Value ($000) $2,375 Shares 18,114 Est. Cost $116.81 Unrealized 0.0%
RIO RIO TINTO PLC 0.5%
Value ($000) $2,372 Shares 37,219 Est. Cost $67.02 Unrealized
EXPE EXPEDIA GROUP INC 0.5%
Value ($000) $2,250 Shares 16,335 Est. Cost $140.99 Unrealized 0.0%
EXEL EXELIXIS INC 0.5%
Value ($000) $2,187 Shares 92,169 Est. Cost $22.23 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2,160 Shares 39,410 Est. Cost $30.36 Unrealized +57.5%
LYV LIVE NATION ENTERTAINMENT IN 0.5%
Value ($000) $2,117 Shares 20,014 Est. Cost $74.11 Unrealized +27.6%
ITRN ITURAN LOCATION AND CONTROL 0.5%
Value ($000) $2,107 Shares 75,371 Est. Cost $27.59 Unrealized -4.2%
JAZZ JAZZ PHARMACEUTICALS PLC 0.4%
Value ($000) $2,053 Shares 17,052 Est. Cost $133.25 Unrealized -8.1%
GTES GATES INDL CORP PLC 0.4%
Value ($000) $2,016 Shares 113,828 Est. Cost $12.44 Unrealized +16.2%
PPG PPG INDS INC 0.4%
Value ($000) $2,000 Shares 13,804 Est. Cost $133.03 Unrealized +2.2%
VST VISTRA CORP 0.4%
Value ($000) $1,944 Shares 27,914 Est. Cost $29.25 Unrealized +66.6%
BPOP POPULAR INC 0.4%
Value ($000) $1,904 Shares 21,615 Est. Cost $65.76 Unrealized +20.8%
APA APA CORPORATION 0.4%
Value ($000) $1,824 Shares 53,061 Est. Cost $34.62 Unrealized -15.4%
UNM UNUM GROUP 0.4%
Value ($000) $1,642 Shares 30,605 Est. Cost $43.63 Unrealized +11.8%
APP APPLOVIN CORP 0.3%
Value ($000) $1,591 Shares 22,990 Est. Cost $35.47 Unrealized +49.3%
TX TERNIUM SA 0.3%
Value ($000) $1,567 Shares 37,639 Est. Cost $31.21 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $1,519 Shares 11,828 Est. Cost $104.20 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.3%
Value ($000) $1,476 Shares 22,574 Est. Cost $66.13 Unrealized +0.8%
RITM RITHM CAPITAL CORP 0.3%
Value ($000) $1,445 Shares 129,460 Est. Cost $11.16 Unrealized
MEDP MEDPACE HLDGS INC 0.3%
Value ($000) $1,402 Shares 3,469 Est. Cost $269.93 Unrealized +30.3%
HOLX HOLOGIC INC 0.3%
Value ($000) $1,394 Shares 17,875 Est. Cost $72.89 Unrealized +2.1%
TAP MOLSON COORS BEVERAGE CO 0.3%
Value ($000) $1,370 Shares 20,377 Est. Cost $60.14 Unrealized -1.2%
ASML ASML HOLDING N V 0.3%
Value ($000) $1,285 Shares 1,324 Est. Cost $650.00 Unrealized
DOCU DOCUSIGN INC 0.3%
Value ($000) $1,259 Shares 21,149 Est. Cost $45.87 Unrealized +23.1%
CROX CROCS INC 0.3%
Value ($000) $1,194 Shares 8,303 Est. Cost $102.77 Unrealized +10.9%
FFIV F5 INC 0.3%
Value ($000) $1,159 Shares 6,115 Est. Cost $184.50 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $1,139 Shares 4,654 Est. Cost $226.14 Unrealized -2.2%
AME AMETEK INC 0.2%
Value ($000) $1,105 Shares 6,044 Est. Cost $170.09 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $1,104 Shares 8,113 Est. Cost $93.96 Unrealized
TPR TAPESTRY INC 0.2%
Value ($000) $1,103 Shares 23,227 Est. Cost $35.65 Unrealized +15.3%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $1,096 Shares 4,335 Est. Cost $202.82 Unrealized +15.1%
VEEV VEEVA SYS INC 0.2%
Value ($000) $1,071 Shares 4,621 Est. Cost $201.49 Unrealized +7.1%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,055 Shares 35,430 Est. Cost $27.02 Unrealized -0.6%
NBIX NEUROCRINE BIOSCIENCES INC 0.2%
Value ($000) $1,043 Shares 7,564 Est. Cost $136.57 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $1,041 Shares 5,919 Est. Cost $290.17 Unrealized -32.7%
NVS NOVARTIS AG 0.2%
Value ($000) $1,039 Shares 10,737 Est. Cost $91.03 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.2%
Value ($000) $1,006 Shares 21,845 Est. Cost $46.07 Unrealized
BP BP PLC 0.2%
Value ($000) $996 Shares 26,426 Est. Cost $35.82 Unrealized
LEA LEAR CORP 0.2%
Value ($000) $978 Shares 6,749 Est. Cost $135.36 Unrealized -4.4%
ACI ALBERTSONS COS INC 0.2%
Value ($000) $973 Shares 45,396 Est. Cost $12.08 Unrealized +67.5%
BYD BOYD GAMING CORP 0.2%
Value ($000) $942 Shares 13,988 Est. Cost $54.50 Unrealized +14.7%
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $872 Shares 2,232 Est. Cost $462.26 Unrealized 0.0%
BHP BHP GROUP LTD 0.2%
Value ($000) $797 Shares 13,807 Est. Cost $59.14 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $643 Shares 9,498 Est. Cost $67.75 Unrealized
IX ORIX CORP 0.1%
Value ($000) $625 Shares 5,673 Est. Cost $70.71 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $608 Shares 8,404 Est. Cost $98.81 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $577 Shares 1,161 Est. Cost $363.43 Unrealized +16.1%
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $572 Shares 14,533 Est. Cost $31.46 Unrealized
UNILEVER PLC 0.1%
Value ($000) $543 Shares 10,817 Est. Cost $53.71 Unrealized
RELX RELX PLC 0.1%
Value ($000) $506 Shares 11,698 Est. Cost $24.30 Unrealized
STLA STELLANTIS N.V 0.1%
Value ($000) $505 Shares 17,859 Est. Cost $12.17 Unrealized
MMYT MAKEMYTRIP LIMITED MAURITIUS 0.1%
Value ($000) $495 Shares 6,970 Est. Cost $42.15 Unrealized +35.0%
INMD INMODE LTD 0.1%
Value ($000) $486 Shares 22,480 Est. Cost $34.38 Unrealized -35.0%
EWY ISHARES INC 0.1%
Value ($000) $474 Shares 7,061 Est. Cost $61.76 Unrealized
LOGI LOGITECH INTL S A 0.1%
Value ($000) $407 Shares 4,558 Est. Cost $82.84 Unrealized +4.7%
NICE NICE LTD 0.1%
Value ($000) $400 Shares 1,536 Est. Cost $223.39 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $397 Shares 33,531 Est. Cost $7.05 Unrealized
TS TENARIS S A 0.1%
Value ($000) $392 Shares 9,976 Est. Cost $29.26 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $388 Shares 7,520 Est. Cost $45.14 Unrealized
NWG NATWEST GROUP PLC 0.1%
Value ($000) $382 Shares 56,108 Est. Cost $4.99 Unrealized
KB KB FINL GROUP INC 0.1%
Value ($000) $305 Shares 5,860 Est. Cost $52.07 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $278 Shares 1,872 Est. Cost $192.07 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $273 Shares 627 Est. Cost $387.39 Unrealized 0.0%
DB DEUTSCHE BANK A G 0.1%
Value ($000) $269 Shares 17,063 Est. Cost $9.75 Unrealized +32.6%
SNY SANOFI 0.1%
Value ($000) $255 Shares 5,238 Est. Cost $52.98 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $245 Shares 3,655 Est. Cost $64.38 Unrealized
WF WOORI FINL GROUP INC 0.0%
Value ($000) $223 Shares 6,882 Est. Cost $28.36 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $215 Shares 2,043 Est. Cost $105.28 Unrealized
PHG KONINKLIJKE PHILIPS N V 0.0%
Value ($000) $210 Shares 10,499 Est. Cost $20.00 Unrealized
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $177 Shares 10,709 Est. Cost $16.01 Unrealized
ASX ASE TECHNOLOGY HLDG CO LTD 0.0%
Value ($000) $137 Shares 12,440 Est. Cost $10.99 Unrealized