OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

CIK: 0001007524 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $1,702,612 (87.5% shares, 12.5% debt)

Holdings (190)

MSFT MICROSOFT CORP 6.2%
Value ($000) $104,867 Shares 249,257 Est. Cost $83.53 Unrealized +378.0%
GOOG ALPHABET INC 4.4%
Value ($000) $74,709 Shares 490,667 Est. Cost $110.36 Unrealized +29.8%
JAZZ INVESTMENTS I LTD 3.9%
Value ($000) $66,649 Shares 67,510,000 Est. Cost $0.98 Unrealized
AMZN AMAZON COM INC 3.4%
Value ($000) $57,325 Shares 317,803 Est. Cost $125.63 Unrealized +32.9%
TGT TARGET CORP 3.1%
Value ($000) $53,404 Shares 301,358 Est. Cost $152.16 Unrealized -6.7%
MU MICRON TECHNOLOGY INC 2.6%
Value ($000) $43,440 Shares 368,476 Est. Cost $58.59 Unrealized +53.3%
PGR PROGRESSIVE CORP 2.5%
Value ($000) $43,011 Shares 207,966 Est. Cost $60.50 Unrealized +182.0%
SYY SYSCO CORP 2.5%
Value ($000) $41,902 Shares 516,158 Est. Cost $61.90 Unrealized +20.5%
ROST ROSS STORES INC 2.3%
Value ($000) $39,757 Shares 270,901 Est. Cost $100.74 Unrealized +39.3%
V VISA INC 2.3%
Value ($000) $39,210 Shares 140,496 Est. Cost $165.97 Unrealized +64.1%
BRO BROWN & BROWN INC 2.3%
Value ($000) $38,839 Shares 443,668 Est. Cost $60.07 Unrealized +32.3%
WCN WASTE CONNECTIONS INC 2.2%
Value ($000) $38,010 Shares 220,976 Est. Cost $72.36 Unrealized +119.7%
ADI ANALOG DEVICES INC 2.2%
Value ($000) $37,332 Shares 188,746 Est. Cost $149.52 Unrealized +24.6%
BDX BECTON DICKINSON & CO 2.1%
Value ($000) $35,299 Shares 142,653 Est. Cost $228.43 Unrealized +1.0%
EGP EASTGROUP PPTYS INC 2.0%
Value ($000) $34,859 Shares 193,908 Est. Cost $151.64 Unrealized
APD AIR PRODS & CHEMS INC 2.0%
Value ($000) $33,877 Shares 139,834 Est. Cost $215.75 Unrealized +7.8%
ADBE ADOBE INC 2.0%
Value ($000) $33,577 Shares 66,542 Est. Cost $441.09 Unrealized +29.9%
AMAT APPLIED MATLS INC 1.9%
Value ($000) $33,017 Shares 160,098 Est. Cost $53.99 Unrealized +234.1%
UNP UNION PAC CORP 1.9%
Value ($000) $32,505 Shares 132,170 Est. Cost $162.98 Unrealized +44.6%
LHX L3HARRIS TECHNOLOGIES INC 1.9%
Value ($000) $31,972 Shares 150,033 Est. Cost $188.84 Unrealized +7.1%
TMO THERMO FISHER SCIENTIFIC INC 1.8%
Value ($000) $31,219 Shares 53,714 Est. Cost $480.49 Unrealized +16.1%
LAMR LAMAR ADVERTISING CO NEW 1.8%
Value ($000) $31,018 Shares 259,763 Est. Cost $86.77 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.8%
Value ($000) $30,674 Shares 447,861 Est. Cost $43.37 Unrealized +48.2%
DHR DANAHER CORPORATION 1.8%
Value ($000) $29,857 Shares 119,562 Est. Cost $87.12 Unrealized +177.2%
ODFL OLD DOMINION FREIGHT LINE IN 1.6%
Value ($000) $27,967 Shares 127,521 Est. Cost $139.89 Unrealized +47.3%
KEYS KEYSIGHT TECHNOLOGIES INC 1.6%
Value ($000) $27,761 Shares 177,521 Est. Cost $137.28 Unrealized +12.0%
LENDINGTREE INC 1.5%
Value ($000) $26,232 Shares 28,017,000 Est. Cost $0.81 Unrealized
AME AMETEK INC 1.5%
Value ($000) $25,343 Shares 138,561 Est. Cost $128.85 Unrealized +32.0%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value ($000) $25,044 Shares 138,754 Est. Cost $46.51 Unrealized +275.8%
A AGILENT TECHNOLOGIES INC 1.4%
Value ($000) $23,901 Shares 164,260 Est. Cost $124.50 Unrealized +8.6%
HAEMONETICS CORP MASS 1.0%
Value ($000) $16,616 Shares 18,000,000 Est. Cost $0.84 Unrealized
TFX TELEFLEX INCORPORATED 1.0%
Value ($000) $16,411 Shares 72,559 Est. Cost $203.72 Unrealized +14.6%
PATRICK INDS INC 0.9%
Value ($000) $14,573 Shares 11,250,000 Est. Cost $0.91 Unrealized
KVUE KENVUE INC 0.8%
Value ($000) $14,417 Shares 671,817 Est. Cost $20.95 Unrealized -10.0%
EZCORP INC 0.7%
Value ($000) $12,672 Shares 12,750,000 Est. Cost $0.92 Unrealized
AXON AXON ENTERPRISE INC 0.7%
Value ($000) $12,480 Shares 39,889 Est. Cost $128.88 Unrealized +115.6%
META META PLATFORMS INC 0.7%
Value ($000) $12,308 Shares 25,346 Est. Cost $272.24 Unrealized +62.8%
SNPS SYNOPSYS INC 0.7%
Value ($000) $12,224 Shares 21,390 Est. Cost $93.26 Unrealized +490.2%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.7%
Value ($000) $11,859 Shares 124,000 Est. Cost $62.49 Unrealized +41.5%
FSV FIRSTSERVICE CORP NEW 0.7%
Value ($000) $11,374 Shares 68,598 Est. Cost $119.90 Unrealized +35.9%
IOSP INNOSPEC INC 0.6%
Value ($000) $10,619 Shares 82,355 Est. Cost $93.60 Unrealized +25.4%
KBR KBR INC 0.6%
Value ($000) $10,365 Shares 162,815 Est. Cost $48.45 Unrealized +14.9%
ELF E L F BEAUTY INC 0.6%
Value ($000) $9,830 Shares 50,144 Est. Cost $115.37 Unrealized +54.0%
SG SWEETGREEN INC 0.6%
Value ($000) $9,602 Shares 380,130 Est. Cost $14.56 Unrealized 0.0%
ONTO ONTO INNOVATION INC 0.6%
Value ($000) $9,523 Shares 52,590 Est. Cost $68.09 Unrealized +148.1%
JAMF HLDG CORP 0.6%
Value ($000) $9,507 Shares 10,600,000 Est. Cost $0.82 Unrealized
LLY ELI LILLY & CO 0.6%
Value ($000) $9,490 Shares 12,198 Est. Cost $65.96 Unrealized +965.0%
SHOCKWAVE MED INC 0.6%
Value ($000) $9,456 Shares 29,038 Est. Cost $203.21 Unrealized
CVCO CAVCO INDS INC DEL 0.5%
Value ($000) $9,320 Shares 23,356 Est. Cost $238.30 Unrealized +48.6%
ENVESTNET INC 0.5%
Value ($000) $9,248 Shares 9,490,000 Est. Cost $0.86 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.5%
Value ($000) $9,144 Shares 78,345 Est. Cost $101.97 Unrealized +12.1%
JOHN BEAN TECHNOLOGIES CORP 0.5%
Value ($000) $9,038 Shares 9,700,000 Est. Cost $0.93 Unrealized
LNTH LANTHEUS HLDGS INC 0.5%
Value ($000) $8,988 Shares 144,410 Est. Cost $62.65 Unrealized -6.1%
ENSG ENSIGN GROUP INC 0.5%
Value ($000) $8,925 Shares 71,730 Est. Cost $94.55 Unrealized +26.4%
GNRC GENERAC HLDGS INC 0.5%
Value ($000) $8,791 Shares 69,695 Est. Cost $114.71 Unrealized +2.3%
TECH BIO-TECHNE CORP 0.5%
Value ($000) $8,611 Shares 122,328 Est. Cost $70.89 Unrealized 0.0%
SPSC SPS COMM INC 0.5%
Value ($000) $8,503 Shares 45,989 Est. Cost $122.27 Unrealized +51.0%
NTRA NATERA INC 0.5%
Value ($000) $8,283 Shares 90,560 Est. Cost $46.35 Unrealized +62.3%
VRRM VERRA MOBILITY CORP 0.5%
Value ($000) $8,255 Shares 330,580 Est. Cost $17.18 Unrealized +32.5%
SOUTHWEST AIRLS CO 0.5%
Value ($000) $7,999 Shares 7,875,000 Est. Cost $1.21 Unrealized
DUOL DUOLINGO INC 0.5%
Value ($000) $7,756 Shares 35,164 Est. Cost $203.74 Unrealized 0.0%
NVS NOVARTIS AG 0.4%
Value ($000) $7,617 Shares 78,744 Est. Cost $82.50 Unrealized
DV DOUBLEVERIFY HLDGS INC 0.4%
Value ($000) $7,492 Shares 213,085 Est. Cost $27.71 Unrealized +34.3%
INSP INSPIRE MED SYS INC 0.4%
Value ($000) $7,235 Shares 33,686 Est. Cost $199.88 Unrealized -1.9%
SKECHERS U S A INC 0.4%
Value ($000) $7,182 Shares 117,240 Est. Cost $61.26 Unrealized
ACMR ACM RESH INC 0.4%
Value ($000) $7,086 Shares 243,186 Est. Cost $11.61 Unrealized +97.2%
TYLER TEX INDPT SCH DIST 0.4%
Value ($000) $7,067 Shares 7,000,000 Est. Cost $1.11 Unrealized
UFPT UFP TECHNOLOGIES INC 0.4%
Value ($000) $7,057 Shares 27,981 Est. Cost $123.42 Unrealized +54.0%
MANH MANHATTAN ASSOCIATES INC 0.4%
Value ($000) $6,983 Shares 27,905 Est. Cost $125.19 Unrealized +90.2%
JAZZ INVESTMENTS I LTD 0.4%
Value ($000) $6,968 Shares 7,000,000 Est. Cost $1.33 Unrealized
FORD MTR CO DEL 0.4%
Value ($000) $6,231 Shares 6,000,000 Est. Cost $1.19 Unrealized
CWAN CLEARWATER ANALYTICS HLDGS I 0.4%
Value ($000) $6,129 Shares 346,480 Est. Cost $17.75 Unrealized +4.7%
ETSY INC 0.4%
Value ($000) $6,123 Shares 7,750,000 Est. Cost $0.74 Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.4%
Value ($000) $6,044 Shares 232,905 Est. Cost $23.30 Unrealized -5.9%
FWRG FIRST WATCH RESTAURANT GROUP 0.4%
Value ($000) $6,040 Shares 245,315 Est. Cost $22.65 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC 0.3%
Value ($000) $5,883 Shares 61,830 Est. Cost $82.65 Unrealized 0.0%
AAPL APPLE INC 0.3%
Value ($000) $5,862 Shares 34,185 Est. Cost $98.67 Unrealized +82.7%
FOLD AMICUS THERAPEUTICS INC 0.3%
Value ($000) $5,702 Shares 484,060 Est. Cost $12.79 Unrealized 0.0%
TMDX TRANSMEDICS GROUP INC 0.3%
Value ($000) $5,693 Shares 76,990 Est. Cost $71.52 Unrealized +15.2%
CELH CELSIUS HLDGS INC 0.3%
Value ($000) $5,251 Shares 63,325 Est. Cost $53.37 Unrealized +28.5%
PRCT PROCEPT BIOROBOTICS CORP 0.3%
Value ($000) $5,147 Shares 104,155 Est. Cost $47.60 Unrealized 0.0%
PGNY PROGYNY INC 0.3%
Value ($000) $5,039 Shares 132,085 Est. Cost $33.58 Unrealized +12.6%
ADSK AUTODESK INC 0.2%
Value ($000) $4,182 Shares 16,060 Est. Cost $200.68 Unrealized +26.1%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,206 Shares 19,757 Est. Cost $60.10 Unrealized +149.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,172 Shares 5 Est. Cost $227034.60 Unrealized +161.6%
MOD MODINE MFG CO 0.2%
Value ($000) $3,169 Shares 33,290 Est. Cost $77.32 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $2,605 Shares 89,280 Est. Cost $23.97 Unrealized
NCL CORP LTD 0.1%
Value ($000) $2,370 Shares 2,500,000 Est. Cost $0.68 Unrealized
VKTX VIKING THERAPEUTICS INC 0.1%
Value ($000) $2,037 Shares 24,845 Est. Cost $44.50 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,934 Shares 10,130 Est. Cost $117.50 Unrealized +46.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,575 Shares 3,746 Est. Cost $253.60 Unrealized +55.1%
PERSPECTIVE THERAPEUTICS INC 0.1%
Value ($000) $1,481 Shares 1,244,932 Est. Cost $0.64 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $1,251 Shares 3,260 Est. Cost $208.92 Unrealized +66.8%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,251 Shares 1,384 Est. Cost $21.47 Unrealized +237.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,229 Shares 10,577 Est. Cost $56.99 Unrealized +72.1%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,181 Shares 7,467 Est. Cost $89.98 Unrealized +67.0%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $993 Shares 4,055 Est. Cost $192.97 Unrealized +14.7%
ABBV ABBVIE INC 0.1%
Value ($000) $887 Shares 4,871 Est. Cost $103.21 Unrealized +57.0%
CRM SALESFORCE INC 0.0%
Value ($000) $842 Shares 2,795 Est. Cost $195.52 Unrealized +45.8%
GOOGL ALPHABET INC 0.0%
Value ($000) $727 Shares 4,817 Est. Cost $108.74 Unrealized +30.6%
TKNO ALPHA TEKNOVA INC 0.0%
Value ($000) $716 Shares 270,270 Est. Cost $3.10 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $712 Shares 3,421 Est. Cost $130.76 Unrealized
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $674 Shares 1,403 Est. Cost $395.82 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $662 Shares 903 Est. Cost $427.73 Unrealized +65.2%
MRK MERCK & CO INC 0.0%
Value ($000) $634 Shares 4,803 Est. Cost $49.70 Unrealized +132.9%
AKOYA BIOSCIENCES INC 0.0%
Value ($000) $592 Shares 126,131 Est. Cost $19.34 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $561 Shares 24,400 Est. Cost $24.85 Unrealized -14.3%
HYS PIMCO ETF TR 0.0%
Value ($000) $502 Shares 5,370 Est. Cost $91.55 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $460 Shares 1,800 Est. Cost $138.05 Unrealized +71.1%
ABT ABBOTT LABS 0.0%
Value ($000) $456 Shares 4,010 Est. Cost $100.89 Unrealized +9.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $433 Shares 3,540 Est. Cost $122.77 Unrealized -16.6%
ISTB ISHARES TR 0.0%
Value ($000) $427 Shares 9,000 Est. Cost $46.94 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $421 Shares 2,399 Est. Cost $175.29 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $317 Shares 641 Est. Cost $451.20 Unrealized +8.4%
WRB BERKLEY W R CORP 0.0%
Value ($000) $312 Shares 3,527 Est. Cost $33.45 Unrealized +53.8%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $298 Shares 1,890 Est. Cost $79.79 Unrealized +74.2%
ABNB AIRBNB INC 0.0%
Value ($000) $283 Shares 1,715 Est. Cost $112.94 Unrealized +34.0%
CR CRANE COMPANY 0.0%
Value ($000) $270 Shares 2,000 Est. Cost $75.98 Unrealized +60.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $257 Shares 4,739 Est. Cost $57.70 Unrealized -20.0%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $240 Shares 4,141 Est. Cost $36.15 Unrealized +38.7%
NOBL PROSHARES TR 0.0%
Value ($000) $233 Shares 2,301 Est. Cost $90.45 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $232 Shares 1,845 Est. Cost $73.17 Unrealized +53.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $224 Shares 982 Est. Cost $144.95 Unrealized +40.0%
PEP PEPSICO INC 0.0%
Value ($000) $219 Shares 1,254 Est. Cost $155.88 Unrealized +0.9%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $211 Shares 614 Est. Cost $344.20 Unrealized
FISV FISERV INC 0.0%
Value ($000) $211 Shares 1,318 Est. Cost $101.91 Unrealized +42.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $205 Shares 2,240 Est. Cost $85.84 Unrealized +3.2%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $195 Shares 3,198 Est. Cost $72.25 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $195 Shares 9,750 Est. Cost $16.38 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $189 Shares 757 Est. Cost $171.86 Unrealized +37.6%
BA BOEING CO 0.0%
Value ($000) $171 Shares 887 Est. Cost $207.25 Unrealized -0.9%
HON HONEYWELL INTL INC 0.0%
Value ($000) $169 Shares 821 Est. Cost $176.21 Unrealized +2.6%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $167 Shares 891 Est. Cost $127.01 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $160 Shares 2,650 Est. Cost $60.30 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $158 Shares 371 Est. Cost $351.49 Unrealized +21.6%
INTEGRAL AD SCIENCE HLDNG CO 0.0%
Value ($000) $156 Shares 15,685 Est. Cost $17.98 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $153 Shares 1,979 Est. Cost $23.90 Unrealized +42.2%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $152 Shares 1,500 Est. Cost $101.50 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $151 Shares 791 Est. Cost $168.38 Unrealized +10.2%
ENVA ENOVA INTL INC 0.0%
Value ($000) $145 Shares 2,300 Est. Cost $47.17 Unrealized +24.2%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $132 Shares 253 Est. Cost $356.98 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $125 Shares 164 Est. Cost $87.09 Unrealized +74.0%
RS RELIANCE INC 0.0%
Value ($000) $125 Shares 374 Est. Cost $183.74 Unrealized +65.6%
CXT CRANE NXT CO 0.0%
Value ($000) $124 Shares 2,000 Est. Cost $49.36 Unrealized +16.2%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $118 Shares 900 Est. Cost $150.98 Unrealized -20.0%
LYFT LYFT INC 0.0%
Value ($000) $118 Shares 6,099 Est. Cost $15.39 Unrealized -0.3%
NFGC NEW FOUND GOLD CORP 0.0%
Value ($000) $116 Shares 31,250 Est. Cost $7.35 Unrealized -54.7%
RTX RTX CORPORATION 0.0%
Value ($000) $111 Shares 1,133 Est. Cost $85.27 Unrealized +1.8%
O REALTY INCOME CORP 0.0%
Value ($000) $108 Shares 2,000 Est. Cost $57.30 Unrealized -15.1%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $102 Shares 4,686 Est. Cost $72.76 Unrealized
IGM ISHARES TR 0.0%
Value ($000) $101 Shares 1,171 Est. Cost $86.14 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $99 Shares 75 Est. Cost $60.42 Unrealized +100.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $93 Shares 173 Est. Cost $478.56 Unrealized +14.2%
AMGN AMGEN INC 0.0%
Value ($000) $90 Shares 318 Est. Cost $217.87 Unrealized +26.7%
DOCU DOCUSIGN INC 0.0%
Value ($000) $89 Shares 1,500 Est. Cost $52.96 Unrealized +6.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $86 Shares 679 Est. Cost $109.40 Unrealized -1.6%
IVV ISHARES TR 0.0%
Value ($000) $80 Shares 152 Est. Cost $525.73 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $77 Shares 1,842 Est. Cost $35.76 Unrealized +0.5%
ATR APTARGROUP INC 0.0%
Value ($000) $73 Shares 510 Est. Cost $99.37 Unrealized +32.8%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $69 Shares 211 Est. Cost $293.39 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $68 Shares 2,390 Est. Cost $23.79 Unrealized -6.2%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $67 Shares 50 Est. Cost $1242.73 Unrealized -0.8%
BOH BANK HAWAII CORP 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $66.92 Unrealized -13.5%
TJX TJX COS INC NEW 0.0%
Value ($000) $61 Shares 600 Est. Cost $59.89 Unrealized +58.0%
NFLX NETFLIX INC 0.0%
Value ($000) $61 Shares 100 Est. Cost $22.21 Unrealized +153.8%
USB US BANCORP DEL 0.0%
Value ($000) $59 Shares 1,309 Est. Cost $39.22 Unrealized -1.5%
EFX EQUIFAX INC 0.0%
Value ($000) $56 Shares 210 Est. Cost $191.11 Unrealized +31.4%
MS MORGAN STANLEY 0.0%
Value ($000) $55 Shares 587 Est. Cost $76.80 Unrealized +8.3%
ECL ECOLAB INC 0.0%
Value ($000) $54 Shares 235 Est. Cost $156.07 Unrealized +33.2%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $43 Shares 200 Est. Cost $156.51 Unrealized +22.1%
NKE NIKE INC 0.0%
Value ($000) $38 Shares 400 Est. Cost $101.57 Unrealized -3.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $29 Shares 500 Est. Cost $37.60 Unrealized +46.2%
AVTR AVANTOR INC 0.0%
Value ($000) $29 Shares 1,120 Est. Cost $23.79 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $28 Shares 163 Est. Cost $157.89 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $26 Shares 93 Est. Cost $245.25 Unrealized +13.4%
KO COCA COLA CO 0.0%
Value ($000) $26 Shares 420 Est. Cost $56.05 Unrealized +1.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $25 Shares 250 Est. Cost $69.26 Unrealized +29.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $23 Shares 20 Est. Cost $46.63 Unrealized +50.0%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $21 Shares 5,000 Est. Cost $1.13 Unrealized +251.4%
HDB HDFC BANK LTD 0.0%
Value ($000) $20 Shares 350 Est. Cost $57.14 Unrealized
CPRT COPART INC 0.0%
Value ($000) $19 Shares 335 Est. Cost $48.23 Unrealized +6.6%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 238 Est. Cost $27.63 Unrealized +159.8%
POOL POOL CORP 0.0%
Value ($000) $17 Shares 41 Est. Cost $340.81 Unrealized +11.5%
WMT WALMART INC 0.0%
Value ($000) $13 Shares 210 Est. Cost $55.62 Unrealized +0.8%
CSCO CISCO SYS INC 0.0%
Value ($000) $10 Shares 210 Est. Cost $41.01 Unrealized +15.1%
AZO AUTOZONE INC 0.0%
Value ($000) $9 Shares 3 Est. Cost $2858.33 Unrealized 0.0%
PLSE PULSE BIOSCIENCES INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $1.62 Unrealized +466.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 745 Est. Cost $25.87 Unrealized -44.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $7 Shares 114 Est. Cost $75.19 Unrealized -26.3%
VMC VULCAN MATLS CO 0.0%
Value ($000) $5 Shares 20 Est. Cost $225.81 Unrealized +7.6%