TRILLIUM ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000884541 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 8, 2024

Total Value ($000): $3,959,459 (100.0% shares, 0.0% debt)

Holdings (236)

MSFT MICROSOFT CORP 7.2%
Value ($000) $284,749 Shares 637,095 Est. Cost $136.79 Unrealized +205.0%
NVDA NVIDIA CORPORATION 5.9%
Value ($000) $233,699 Shares 1,891,691 Est. Cost $94.25 Unrealized +7.2%
GOOGL ALPHABET INC 4.8%
Value ($000) $188,299 Shares 1,033,759 Est. Cost $108.16 Unrealized +54.7%
AAPL APPLE INC 4.0%
Value ($000) $158,590 Shares 752,970 Est. Cost $99.30 Unrealized +86.4%
MA MASTERCARD INCORPORATED 2.0%
Value ($000) $77,996 Shares 176,797 Est. Cost $199.89 Unrealized +125.9%
TJX TJX COS INC NEW 1.7%
Value ($000) $68,868 Shares 625,502 Est. Cost $45.91 Unrealized +114.9%
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $67,913 Shares 200,328 Est. Cost $64.89 Unrealized +130.5%
ADBE ADOBE INC 1.7%
Value ($000) $65,466 Shares 117,843 Est. Cost $196.48 Unrealized +146.5%
TRV TRAVELERS COMPANIES INC 1.5%
Value ($000) $60,932 Shares 299,654 Est. Cost $117.00 Unrealized +78.5%
NOW SERVICENOW INC 1.5%
Value ($000) $60,923 Shares 77,444 Est. Cost $106.84 Unrealized +37.3%
ASML ASML HOLDING N V 1.4%
Value ($000) $57,038 Shares 55,771 Est. Cost $249.66 Unrealized
ETN EATON CORP PLC 1.4%
Value ($000) $55,872 Shares 178,189 Est. Cost $81.10 Unrealized +291.2%
AZN ASTRAZENECA PLC 1.4%
Value ($000) $55,626 Shares 713,243 Est. Cost $52.58 Unrealized
ECL ECOLAB INC 1.4%
Value ($000) $53,559 Shares 225,038 Est. Cost $144.59 Unrealized +57.1%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $53,429 Shares 62,859 Est. Cost $202.07 Unrealized +282.9%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $49,469 Shares 89,456 Est. Cost $535.41 Unrealized +6.4%
MRK MERCK & CO INC 1.2%
Value ($000) $49,284 Shares 398,094 Est. Cost $52.25 Unrealized +133.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value ($000) $49,232 Shares 283,251 Est. Cost $68.68 Unrealized
LPLA LPL FINL HLDGS INC 1.2%
Value ($000) $48,598 Shares 174,002 Est. Cost $145.19 Unrealized +86.9%
UNILEVER PLC 1.2%
Value ($000) $46,663 Shares 848,585 Est. Cost $55.78 Unrealized
ELV ELEVANCE HEALTH INC 1.2%
Value ($000) $46,464 Shares 85,750 Est. Cost $307.20 Unrealized +67.2%
TGT TARGET CORP 1.1%
Value ($000) $45,099 Shares 304,643 Est. Cost $108.17 Unrealized +36.7%
AWK AMERICAN WTR WKS CO INC NEW 1.1%
Value ($000) $42,893 Shares 332,097 Est. Cost $89.57 Unrealized +35.9%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $39,594 Shares 254,659 Est. Cost $97.50 Unrealized +50.4%
TT TRANE TECHNOLOGIES PLC 1.0%
Value ($000) $38,823 Shares 118,028 Est. Cost $100.67 Unrealized +211.6%
AMT AMERICAN TOWER CORP NEW 1.0%
Value ($000) $38,683 Shares 199,005 Est. Cost $185.18 Unrealized -4.8%
NXPI NXP SEMICONDUCTORS N V 1.0%
Value ($000) $38,378 Shares 142,619 Est. Cost $119.71 Unrealized +108.9%
FSLR FIRST SOLAR INC 1.0%
Value ($000) $37,800 Shares 167,657 Est. Cost $85.03 Unrealized +156.4%
MKC MCCORMICK & CO INC 0.9%
Value ($000) $36,098 Shares 508,852 Est. Cost $68.83 Unrealized +1.3%
ACN ACCENTURE PLC IRELAND 0.9%
Value ($000) $34,663 Shares 114,242 Est. Cost $217.46 Unrealized +37.7%
LULU LULULEMON ATHLETICA INC 0.9%
Value ($000) $34,542 Shares 115,639 Est. Cost $266.86 Unrealized +25.3%
WAB WABTEC 0.9%
Value ($000) $34,467 Shares 218,078 Est. Cost $70.34 Unrealized +125.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.9%
Value ($000) $33,980 Shares 542,384 Est. Cost $61.70 Unrealized +0.7%
NVO NOVO-NORDISK A S 0.9%
Value ($000) $33,869 Shares 237,279 Est. Cost $98.15 Unrealized
TSCO TRACTOR SUPPLY CO 0.8%
Value ($000) $33,334 Shares 123,461 Est. Cost $19.24 Unrealized +171.8%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.8%
Value ($000) $33,232 Shares 301,888 Est. Cost $119.65 Unrealized -9.7%
V VISA INC 0.8%
Value ($000) $32,404 Shares 123,461 Est. Cost $173.96 Unrealized +55.7%
BAC BANK AMERICA CORP 0.8%
Value ($000) $31,607 Shares 794,729 Est. Cost $21.44 Unrealized +71.8%
PLD PROLOGIS INC. 0.8%
Value ($000) $31,597 Shares 281,335 Est. Cost $87.09 Unrealized +20.0%
AFL AFLAC INC 0.8%
Value ($000) $30,650 Shares 343,184 Est. Cost $34.76 Unrealized +139.0%
BALL BALL CORP 0.8%
Value ($000) $30,632 Shares 510,372 Est. Cost $53.70 Unrealized +21.8%
HD HOME DEPOT INC 0.8%
Value ($000) $29,936 Shares 86,963 Est. Cost $124.84 Unrealized +162.4%
JLL JONES LANG LASALLE INC 0.7%
Value ($000) $29,412 Shares 143,276 Est. Cost $153.43 Unrealized +26.5%
SYK STRYKER CORPORATION 0.7%
Value ($000) $28,741 Shares 84,471 Est. Cost $204.67 Unrealized +62.9%
NFLX NETFLIX INC 0.7%
Value ($000) $28,385 Shares 42,059 Est. Cost $48.17 Unrealized +29.7%
LIN LINDE PLC 0.7%
Value ($000) $28,003 Shares 63,816 Est. Cost $322.30 Unrealized +33.6%
APTIV PLC 0.7%
Value ($000) $26,559 Shares 377,138 Est. Cost $98.50 Unrealized
VRSK VERISK ANALYTICS INC 0.7%
Value ($000) $26,220 Shares 97,275 Est. Cost $164.90 Unrealized +46.8%
PWR QUANTA SVCS INC 0.7%
Value ($000) $26,085 Shares 102,662 Est. Cost $44.07 Unrealized +499.9%
INTC INTEL CORP 0.6%
Value ($000) $25,535 Shares 824,499 Est. Cost $38.53 Unrealized -15.6%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $24,974 Shares 182,496 Est. Cost $98.61 Unrealized +31.8%
JBHT HUNT J B TRANS SVCS INC 0.6%
Value ($000) $24,808 Shares 155,044 Est. Cost $110.98 Unrealized +48.4%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $23,688 Shares 143,637 Est. Cost $83.32 Unrealized +88.7%
ORA ORMAT TECHNOLOGIES INC 0.6%
Value ($000) $22,575 Shares 314,861 Est. Cost $52.25 Unrealized +31.7%
TTEK TETRA TECH INC NEW 0.6%
Value ($000) $22,021 Shares 107,694 Est. Cost $24.30 Unrealized +67.8%
SBUX STARBUCKS CORP 0.6%
Value ($000) $21,987 Shares 282,426 Est. Cost $68.05 Unrealized +14.7%
EQIX EQUINIX INC 0.5%
Value ($000) $21,198 Shares 28,018 Est. Cost $699.67 Unrealized +4.7%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $20,779 Shares 97,396 Est. Cost $91.45 Unrealized +121.8%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $20,755 Shares 21,443 Est. Cost $42.82 Unrealized +259.3%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $20,507 Shares 40,269 Est. Cost $472.76 Unrealized +0.1%
EWBC EAST WEST BANCORP INC 0.5%
Value ($000) $19,974 Shares 272,755 Est. Cost $42.88 Unrealized +65.0%
HXL HEXCEL CORP NEW 0.5%
Value ($000) $18,154 Shares 290,690 Est. Cost $48.21 Unrealized +39.1%
ROK ROCKWELL AUTOMATION INC 0.5%
Value ($000) $17,887 Shares 64,978 Est. Cost $204.82 Unrealized +28.1%
PGR PROGRESSIVE CORP 0.5%
Value ($000) $17,849 Shares 85,928 Est. Cost $121.91 Unrealized +58.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.4%
Value ($000) $17,573 Shares 184,570 Est. Cost $95.55 Unrealized -7.4%
UNP UNION PAC CORP 0.4%
Value ($000) $17,565 Shares 77,634 Est. Cost $229.34 Unrealized -1.7%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $17,204 Shares 78,685 Est. Cost $202.57 Unrealized +6.1%
MAR MARRIOTT INTL INC NEW 0.4%
Value ($000) $17,147 Shares 70,922 Est. Cost $179.23 Unrealized +31.7%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $16,987 Shares 202,033 Est. Cost $65.11 Unrealized +26.2%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $16,888 Shares 409,519 Est. Cost $34.33 Unrealized +6.2%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $16,800 Shares 122,735 Est. Cost $99.87 Unrealized +33.2%
IPGP IPG PHOTONICS CORP 0.4%
Value ($000) $16,442 Shares 194,835 Est. Cost $145.17 Unrealized -40.5%
VMI VALMONT INDS INC 0.4%
Value ($000) $16,439 Shares 59,899 Est. Cost $278.25 Unrealized -12.4%
ALC ALCON AG 0.4%
Value ($000) $14,624 Shares 164,175 Est. Cost $68.97 Unrealized +23.1%
FITB FIFTH THIRD BANCORP 0.4%
Value ($000) $14,578 Shares 399,501 Est. Cost $32.42 Unrealized +5.8%
IQV IQVIA HLDGS INC 0.4%
Value ($000) $14,402 Shares 68,112 Est. Cost $128.75 Unrealized +76.5%
NVT NVENT ELECTRIC PLC 0.3%
Value ($000) $13,381 Shares 174,666 Est. Cost $76.18 Unrealized 0.0%
MYRG MYR GROUP INC DEL 0.3%
Value ($000) $13,184 Shares 97,145 Est. Cost $147.13 Unrealized +6.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $12,530 Shares 176,945 Est. Cost $64.53 Unrealized +4.8%
BJ BJS WHSL CLUB HLDGS INC 0.3%
Value ($000) $12,101 Shares 137,757 Est. Cost $47.91 Unrealized +69.0%
CYBERARK SOFTWARE LTD 0.3%
Value ($000) $12,083 Shares 44,194 Est. Cost $169.83 Unrealized
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $12,034 Shares 200,929 Est. Cost $43.80 Unrealized +27.2%
XYL XYLEM INC 0.3%
Value ($000) $11,733 Shares 86,510 Est. Cost $53.38 Unrealized +150.1%
NKE NIKE INC 0.3%
Value ($000) $11,700 Shares 155,241 Est. Cost $74.64 Unrealized +20.2%
SBAC SBA COMMUNICATIONS CORP NEW 0.3%
Value ($000) $11,440 Shares 58,276 Est. Cost $149.69 Unrealized +27.9%
SYY SYSCO CORP 0.3%
Value ($000) $11,416 Shares 159,901 Est. Cost $60.02 Unrealized +18.6%
SHOP SHOPIFY INC 0.3%
Value ($000) $11,257 Shares 170,426 Est. Cost $72.28 Unrealized -8.2%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $11,062 Shares 161,228 Est. Cost $60.92 Unrealized +3.6%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $10,792 Shares 45,729 Est. Cost $70.06 Unrealized +201.8%
MSCI MSCI INC 0.3%
Value ($000) $10,703 Shares 22,218 Est. Cost $102.61 Unrealized +374.1%
TREX TREX CO INC 0.3%
Value ($000) $10,616 Shares 143,225 Est. Cost $82.65 Unrealized +5.9%
BURL BURLINGTON STORES INC 0.3%
Value ($000) $10,565 Shares 44,024 Est. Cost $180.84 Unrealized +13.8%
MMSI MERIT MED SYS INC 0.3%
Value ($000) $10,347 Shares 120,379 Est. Cost $65.66 Unrealized +19.8%
HDB HDFC BANK LTD 0.3%
Value ($000) $10,292 Shares 159,994 Est. Cost $67.40 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $9,996 Shares 108,212 Est. Cost $67.56 Unrealized +31.1%
ADSK AUTODESK INC 0.3%
Value ($000) $9,942 Shares 40,178 Est. Cost $161.86 Unrealized +38.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $9,662 Shares 97,308 Est. Cost $137.10 Unrealized -23.0%
ROG ROGERS CORP 0.2%
Value ($000) $9,654 Shares 80,046 Est. Cost $149.55 Unrealized -21.6%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $9,445 Shares 5,747 Est. Cost $1578.70 Unrealized 0.0%
WOLFSPEED INC 0.2%
Value ($000) $9,089 Shares 399,331 Est. Cost $94.11 Unrealized
NYT NEW YORK TIMES CO 0.2%
Value ($000) $8,981 Shares 175,372 Est. Cost $35.93 Unrealized +28.3%
CVS CVS HEALTH CORP 0.2%
Value ($000) $8,724 Shares 147,721 Est. Cost $65.72 Unrealized -11.0%
JKHY HENRY JACK & ASSOC INC 0.2%
Value ($000) $8,630 Shares 51,982 Est. Cost $157.93 Unrealized +2.9%
DAR DARLING INGREDIENTS INC 0.2%
Value ($000) $8,610 Shares 234,282 Est. Cost $52.07 Unrealized -20.4%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $8,598 Shares 62,806 Est. Cost $57.30 Unrealized +129.9%
DT DYNATRACE INC 0.2%
Value ($000) $8,512 Shares 190,266 Est. Cost $48.95 Unrealized -5.9%
MSA MSA SAFETY INC 0.2%
Value ($000) $8,432 Shares 44,926 Est. Cost $141.98 Unrealized +30.9%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value ($000) $8,239 Shares 17,579 Est. Cost $434.05 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.2%
Value ($000) $8,219 Shares 26,193 Est. Cost $301.09 Unrealized 0.0%
ICLR ICON PLC 0.2%
Value ($000) $8,133 Shares 25,945 Est. Cost $229.58 Unrealized +36.5%
ALGM ALLEGRO MICROSYSTEMS INC 0.2%
Value ($000) $8,044 Shares 284,877 Est. Cost $29.05 Unrealized -2.0%
DSI ISHARES TR 0.2%
Value ($000) $8,006 Shares 77,090 Est. Cost $90.97 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $7,873 Shares 38,357 Est. Cost $109.42 Unrealized +82.6%
HOLX HOLOGIC INC 0.2%
Value ($000) $7,595 Shares 102,284 Est. Cost $76.83 Unrealized -2.4%
HASI HANNON ARMSTRONG SUST INFR C 0.2%
Value ($000) $7,521 Shares 254,103 Est. Cost $23.01 Unrealized +15.1%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $7,363 Shares 60,057 Est. Cost $132.90 Unrealized +2.0%
ITUB ITAU UNIBANCO HLDG S A 0.2%
Value ($000) $7,349 Shares 1,258,428 Est. Cost $5.55 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $7,339 Shares 38,903 Est. Cost $125.17 Unrealized +73.4%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $7,287 Shares 167,155 Est. Cost $48.97 Unrealized -9.1%
CP CANADIAN PACIFIC KANSAS CITY 0.2%
Value ($000) $7,205 Shares 91,469 Est. Cost $77.51 Unrealized +3.8%
PEN PENUMBRA INC 0.2%
Value ($000) $7,061 Shares 39,236 Est. Cost $199.64 Unrealized -0.0%
THG HANOVER INS GROUP INC 0.2%
Value ($000) $6,837 Shares 54,502 Est. Cost $101.69 Unrealized +23.1%
TRMB TRIMBLE INC 0.2%
Value ($000) $6,793 Shares 121,479 Est. Cost $51.55 Unrealized +12.0%
FRPT FRESHPET INC 0.2%
Value ($000) $6,695 Shares 51,740 Est. Cost $86.22 Unrealized +39.2%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $6,634 Shares 12,848 Est. Cost $377.78 Unrealized +31.6%
SF STIFEL FINL CORP 0.2%
Value ($000) $6,516 Shares 77,434 Est. Cost $50.80 Unrealized +52.0%
IHG INTERCONTINENTAL HOTELS GROU 0.2%
Value ($000) $6,507 Shares 61,415 Est. Cost $64.73 Unrealized
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $6,487 Shares 38,133 Est. Cost $149.77 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.2%
Value ($000) $6,483 Shares 336,282 Est. Cost $16.92 Unrealized +22.9%
ATR APTARGROUP INC 0.2%
Value ($000) $6,438 Shares 45,723 Est. Cost $106.57 Unrealized +32.7%
WST WEST PHARMACEUTICAL SVSC INC 0.2%
Value ($000) $6,264 Shares 19,015 Est. Cost $281.53 Unrealized +24.9%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $5,900 Shares 79,524 Est. Cost $76.43 Unrealized -4.1%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $5,757 Shares 24,635 Est. Cost $198.31 Unrealized +14.9%
AZO AUTOZONE INC 0.1%
Value ($000) $5,724 Shares 1,931 Est. Cost $2858.33 Unrealized +2.4%
BAP CREDICORP LTD 0.1%
Value ($000) $5,570 Shares 34,528 Est. Cost $126.84 Unrealized +21.1%
VITL VITAL FARMS INC 0.1%
Value ($000) $5,461 Shares 116,769 Est. Cost $13.66 Unrealized +152.6%
ETSY ETSY INC 0.1%
Value ($000) $5,440 Shares 92,234 Est. Cost $112.68 Unrealized -43.2%
RUN SUNRUN INC 0.1%
Value ($000) $5,270 Shares 444,342 Est. Cost $28.76 Unrealized -57.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $5,178 Shares 108,995 Est. Cost $20.30 Unrealized +123.1%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $5,055 Shares 58,924 Est. Cost $73.20 Unrealized +13.3%
CUBE CUBESMART 0.1%
Value ($000) $4,554 Shares 100,812 Est. Cost $46.23 Unrealized
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $4,490 Shares 34,054 Est. Cost $210.73 Unrealized -26.5%
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $4,368 Shares 43,263 Est. Cost $90.69 Unrealized +3.3%
LOB LIVE OAK BANCSHARES INC 0.1%
Value ($000) $4,319 Shares 123,183 Est. Cost $44.05 Unrealized -19.6%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $4,273 Shares 18,721 Est. Cost $164.67 Unrealized +26.1%
NXT NEXTRACKER INC 0.1%
Value ($000) $4,146 Shares 88,442 Est. Cost $49.73 Unrealized 0.0%
LTC LTC PPTYS INC 0.1%
Value ($000) $4,092 Shares 118,598 Est. Cost $39.12 Unrealized
COLB COLUMBIA BKG SYS INC 0.1%
Value ($000) $3,971 Shares 199,643 Est. Cost $21.77 Unrealized -20.5%
ALLE ALLEGION PLC 0.1%
Value ($000) $3,969 Shares 33,588 Est. Cost $124.96 Unrealized -3.2%
YETI YETI HLDGS INC 0.1%
Value ($000) $3,938 Shares 103,218 Est. Cost $38.93 Unrealized 0.0%
HMN HORACE MANN EDUCATORS CORP N 0.1%
Value ($000) $3,832 Shares 117,475 Est. Cost $36.75 Unrealized -4.8%
OMCL OMNICELL COM 0.1%
Value ($000) $3,534 Shares 130,568 Est. Cost $74.25 Unrealized -61.0%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $3,514 Shares 32,208 Est. Cost $94.35 Unrealized +2.7%
TMDX TRANSMEDICS GROUP INC 0.1%
Value ($000) $3,510 Shares 23,304 Est. Cost $119.95 Unrealized 0.0%
NGVT INGEVITY CORP 0.1%
Value ($000) $3,333 Shares 76,267 Est. Cost $67.41 Unrealized -28.3%
LKQ LKQ CORP 0.1%
Value ($000) $3,100 Shares 74,533 Est. Cost $36.99 Unrealized +14.7%
ERII ENERGY RECOVERY INC 0.1%
Value ($000) $2,988 Shares 224,847 Est. Cost $15.91 Unrealized -13.4%
FERG1GBX FERGUSON PLC NEW 0.1%
Value ($000) $2,904 Shares 14,998 Est. Cost $173.81 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $2,889 Shares 15,750 Est. Cost $108.22 Unrealized +56.0%
AZTA AZENTA INC 0.1%
Value ($000) $2,656 Shares 50,485 Est. Cost $78.91 Unrealized -32.3%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $2,574 Shares 68,973 Est. Cost $44.10 Unrealized -15.9%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $2,557 Shares 17,877 Est. Cost $346.25 Unrealized -51.1%
AMN AMN HEALTHCARE SVCS INC 0.1%
Value ($000) $2,470 Shares 48,210 Est. Cost $101.87 Unrealized -44.4%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $2,212 Shares 10,935 Est. Cost $99.69 Unrealized +89.8%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1,940 Shares 13,273 Est. Cost $127.93 Unrealized +10.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $1,477 Shares 2,713 Est. Cost $427.96 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,409 Shares 70,556 Est. Cost $31.90 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $1,332 Shares 9,430 Est. Cost $48.42 Unrealized +152.6%
CRM SALESFORCE INC 0.0%
Value ($000) $1,250 Shares 4,863 Est. Cost $120.42 Unrealized +119.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $1,055 Shares 1,872 Est. Cost $466.18 Unrealized +14.4%
INTU INTUIT 0.0%
Value ($000) $952 Shares 1,449 Est. Cost $576.55 Unrealized +6.5%
HUM HUMANA INC 0.0%
Value ($000) $951 Shares 2,544 Est. Cost $419.12 Unrealized -21.2%
CI THE CIGNA GROUP 0.0%
Value ($000) $889 Shares 2,688 Est. Cost $260.32 Unrealized +28.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $861 Shares 3,335 Est. Cost $150.49 Unrealized +61.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $811 Shares 2,434 Est. Cost $83.63 Unrealized +305.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $805 Shares 1,806 Est. Cost $200.00 Unrealized +111.9%
ANSYS INC 0.0%
Value ($000) $776 Shares 2,414 Est. Cost $112.58 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $772 Shares 4,757 Est. Cost $118.61 Unrealized +35.6%
SEDG SOLAREDGE TECHNOLOGIES INC 0.0%
Value ($000) $728 Shares 28,807 Est. Cost $246.78 Unrealized -78.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $720 Shares 1,770 Est. Cost $305.23 Unrealized +33.9%
AMZN AMAZON COM INC 0.0%
Value ($000) $679 Shares 3,516 Est. Cost $122.60 Unrealized +49.8%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $672 Shares 5,834 Est. Cost $74.60 Unrealized +47.6%
WAT WATERS CORP 0.0%
Value ($000) $672 Shares 2,316 Est. Cost $167.33 Unrealized +90.7%
ITRI ITRON INC 0.0%
Value ($000) $671 Shares 6,783 Est. Cost $66.39 Unrealized +51.6%
ABT ABBOTT LABS 0.0%
Value ($000) $669 Shares 6,435 Est. Cost $91.85 Unrealized +12.1%
GIS GENERAL MLS INC 0.0%
Value ($000) $665 Shares 10,505 Est. Cost $36.02 Unrealized +78.9%
DE DEERE & CO 0.0%
Value ($000) $648 Shares 1,735 Est. Cost $247.11 Unrealized +54.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $618 Shares 3,948 Est. Cost $113.57 Unrealized +30.7%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $606 Shares 4,676 Est. Cost $92.60 Unrealized +49.3%
PPG PPG INDS INC 0.0%
Value ($000) $577 Shares 4,580 Est. Cost $80.21 Unrealized +58.8%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $559 Shares 2,414 Est. Cost $136.10 Unrealized +67.0%
GE GE AEROSPACE 0.0%
Value ($000) $526 Shares 3,308 Est. Cost $63.12 Unrealized +150.3%
GWW GRAINGER W W INC 0.0%
Value ($000) $523 Shares 580 Est. Cost $343.14 Unrealized +170.3%
SUSA ISHARES TR 0.0%
Value ($000) $515 Shares 4,580 Est. Cost $97.23 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $492 Shares 920 Est. Cost $364.61 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $489 Shares 969 Est. Cost $299.21 Unrealized +61.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $480 Shares 2,470 Est. Cost $124.90 Unrealized +41.0%
ABBV ABBVIE INC 0.0%
Value ($000) $474 Shares 2,763 Est. Cost $80.70 Unrealized +94.7%
COP CONOCOPHILLIPS 0.0%
Value ($000) $472 Shares 4,124 Est. Cost $41.39 Unrealized +178.7%
PFE PFIZER INC 0.0%
Value ($000) $469 Shares 16,776 Est. Cost $28.42 Unrealized -12.9%
BWA BORGWARNER INC 0.0%
Value ($000) $460 Shares 14,251 Est. Cost $34.61 Unrealized -2.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $459 Shares 1,716 Est. Cost $212.63 Unrealized
MMM 3M CO 0.0%
Value ($000) $457 Shares 4,469 Est. Cost $110.94 Unrealized -15.0%
ESGV VANGUARD WORLD FD 0.0%
Value ($000) $450 Shares 4,658 Est. Cost $93.18 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $445 Shares 2,700 Est. Cost $147.49 Unrealized +10.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $433 Shares 7,468 Est. Cost $76.83 Unrealized -17.4%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $431 Shares 2,494 Est. Cost $102.33 Unrealized +62.1%
MDT MEDTRONIC PLC 0.0%
Value ($000) $428 Shares 5,432 Est. Cost $70.46 Unrealized +10.8%
IWM ISHARES TR 0.0%
Value ($000) $427 Shares 2,106 Est. Cost $189.03 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $406 Shares 3,686 Est. Cost $60.91 Unrealized +76.4%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $393 Shares 4,053 Est. Cost $65.74 Unrealized +35.5%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $366 Shares 3,524 Est. Cost $59.03 Unrealized +75.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $332 Shares 4,511 Est. Cost $58.47 Unrealized +23.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $330 Shares 1,295 Est. Cost $178.25 Unrealized +43.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $315 Shares 707 Est. Cost $302.56 Unrealized +31.6%
BX BLACKSTONE INC 0.0%
Value ($000) $311 Shares 2,516 Est. Cost $99.84 Unrealized +18.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $309 Shares 2,041 Est. Cost $60.40 Unrealized +139.8%
LLY ELI LILLY & CO 0.0%
Value ($000) $303 Shares 335 Est. Cost $702.49 Unrealized +12.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $293 Shares 2,803 Est. Cost $112.18 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $293 Shares 1,414 Est. Cost $151.89 Unrealized +20.0%
LOW LOWES COS INC 0.0%
Value ($000) $287 Shares 1,303 Est. Cost $157.57 Unrealized +40.5%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $284 Shares 4,342 Est. Cost $52.04 Unrealized +25.2%
ACES ALPS ETF TR 0.0%
Value ($000) $282 Shares 10,000 Est. Cost $28.20 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $273 Shares 874 Est. Cost $133.24 Unrealized +109.6%
PSX PHILLIPS 66 0.0%
Value ($000) $272 Shares 1,930 Est. Cost $103.33 Unrealized +35.1%
DCI DONALDSON INC 0.0%
Value ($000) $258 Shares 3,604 Est. Cost $54.37 Unrealized +31.1%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $249 Shares 1,042 Est. Cost $163.07 Unrealized +45.1%
AOS SMITH A O CORP 0.0%
Value ($000) $243 Shares 2,966 Est. Cost $46.43 Unrealized +76.9%
IYH ISHARES TR 0.0%
Value ($000) $241 Shares 3,940 Est. Cost $98.80 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $240 Shares 1,505 Est. Cost $124.75 Unrealized +29.4%
DHR DANAHER CORPORATION 0.0%
Value ($000) $238 Shares 951 Est. Cost $252.05 Unrealized -0.7%
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $228 Shares 23,566 Est. Cost $9.93 Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $223 Shares 924 Est. Cost $278.40 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value ($000) $219 Shares 600 Est. Cost $353.24 Unrealized +8.7%
HIG HARTFORD FINL SVCS GROUP INC 0.0%
Value ($000) $218 Shares 2,167 Est. Cost $88.72 Unrealized +10.0%
KLAC KLA CORP 0.0%
Value ($000) $216 Shares 262 Est. Cost $631.89 Unrealized +15.3%