OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

CIK: 0001007524 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $1,935,419 (79.0% shares, 21.0% debt)

Holdings (195)

MSFT MICROSOFT CORP 5.8%
Value ($000) $112,196 Shares 251,027 Est. Cost $83.53 Unrealized +399.5%
GOOG ALPHABET INC 4.7%
Value ($000) $90,343 Shares 492,548 Est. Cost $110.36 Unrealized +53.0%
BIOMARIN PHARMACEUTICAL INC 4.2%
Value ($000) $81,691 Shares 82,159,000 Est. Cost $0.99 Unrealized
JAZZ INVESTMENTS I LTD 3.6%
Value ($000) $70,157 Shares 70,510,000 Est. Cost $0.98 Unrealized
PEGASYSTEMS INC 3.5%
Value ($000) $67,620 Shares 70,000,000 Est. Cost $0.97 Unrealized
AMZN AMAZON COM INC 3.3%
Value ($000) $63,418 Shares 328,168 Est. Cost $127.46 Unrealized +44.1%
BLACKLINE INC 2.7%
Value ($000) $52,423 Shares 52,581,000 Est. Cost $1.00 Unrealized
ADI ANALOG DEVICES INC 2.2%
Value ($000) $43,351 Shares 189,921 Est. Cost $149.52 Unrealized +38.9%
TGT TARGET CORP 2.1%
Value ($000) $40,374 Shares 272,723 Est. Cost $152.16 Unrealized -2.8%
ADBE ADOBE INC 2.0%
Value ($000) $39,452 Shares 71,015 Est. Cost $443.81 Unrealized +9.1%
WCN WASTE CONNECTIONS INC 2.0%
Value ($000) $39,173 Shares 223,384 Est. Cost $73.37 Unrealized +125.8%
BDX BECTON DICKINSON & CO 2.0%
Value ($000) $39,102 Shares 167,309 Est. Cost $228.35 Unrealized -0.2%
ROST ROSS STORES INC 2.0%
Value ($000) $37,975 Shares 261,317 Est. Cost $100.74 Unrealized +34.9%
V VISA INC 1.9%
Value ($000) $37,513 Shares 142,923 Est. Cost $167.75 Unrealized +61.5%
APD AIR PRODS & CHEMS INC 1.9%
Value ($000) $36,132 Shares 140,020 Est. Cost $215.75 Unrealized +12.4%
PGR PROGRESSIVE CORP 1.8%
Value ($000) $35,781 Shares 172,264 Est. Cost $60.50 Unrealized +218.5%
EGP EASTGROUP PPTYS INC 1.8%
Value ($000) $34,765 Shares 204,378 Est. Cost $152.59 Unrealized
BRO BROWN & BROWN INC 1.8%
Value ($000) $34,070 Shares 381,051 Est. Cost $60.07 Unrealized +43.1%
AMD ADVANCED MICRO DEVICES INC 1.7%
Value ($000) $33,472 Shares 206,350 Est. Cost $83.97 Unrealized +91.6%
LHX L3HARRIS TECHNOLOGIES INC 1.7%
Value ($000) $33,382 Shares 148,643 Est. Cost $188.84 Unrealized +10.8%
LAMR LAMAR ADVERTISING CO NEW 1.6%
Value ($000) $31,131 Shares 260,449 Est. Cost $86.77 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.6%
Value ($000) $30,676 Shares 398,343 Est. Cost $43.37 Unrealized +68.8%
AVGO BROADCOM INC 1.6%
Value ($000) $30,139 Shares 18,772 Est. Cost $137.35 Unrealized +0.2%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $30,020 Shares 54,285 Est. Cost $481.43 Unrealized +18.3%
KEYS KEYSIGHT TECHNOLOGIES INC 1.5%
Value ($000) $28,998 Shares 212,051 Est. Cost $138.72 Unrealized +5.3%
AZO AUTOZONE INC 1.5%
Value ($000) $28,272 Shares 9,538 Est. Cost $2927.37 Unrealized +0.0%
AMAT APPLIED MATLS INC 1.4%
Value ($000) $27,867 Shares 118,084 Est. Cost $53.99 Unrealized +291.6%
LENDINGTREE INC 1.3%
Value ($000) $26,091 Shares 28,017,000 Est. Cost $0.81 Unrealized
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $26,051 Shares 51,154 Est. Cost $472.85 Unrealized +0.1%
DHR DANAHER CORPORATION 1.3%
Value ($000) $24,832 Shares 99,386 Est. Cost $87.12 Unrealized +187.3%
MU MICRON TECHNOLOGY INC 1.2%
Value ($000) $23,643 Shares 179,752 Est. Cost $58.59 Unrealized +113.7%
AME AMETEK INC 1.2%
Value ($000) $23,474 Shares 140,807 Est. Cost $129.52 Unrealized +31.9%
ODFL OLD DOMINION FREIGHT LINE IN 1.2%
Value ($000) $22,937 Shares 129,881 Est. Cost $140.73 Unrealized +32.6%
A AGILENT TECHNOLOGIES INC 1.1%
Value ($000) $21,443 Shares 165,420 Est. Cost $124.50 Unrealized +11.0%
UNP UNION PAC CORP 1.1%
Value ($000) $21,094 Shares 93,229 Est. Cost $162.98 Unrealized +38.4%
HAEMONETICS CORP MASS 0.8%
Value ($000) $16,227 Shares 18,000,000 Est. Cost $0.84 Unrealized
FSV FIRSTSERVICE CORP NEW 0.7%
Value ($000) $14,418 Shares 94,628 Est. Cost $128.03 Unrealized +16.7%
SKECHERS U S A INC 0.7%
Value ($000) $14,018 Shares 202,800 Est. Cost $64.58 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.7%
Value ($000) $13,273 Shares 96,260 Est. Cost $105.38 Unrealized +14.2%
SNPS SYNOPSYS INC 0.7%
Value ($000) $12,885 Shares 21,654 Est. Cost $99.02 Unrealized +471.1%
META META PLATFORMS INC 0.7%
Value ($000) $12,780 Shares 25,346 Est. Cost $272.24 Unrealized +77.5%
EZCORP INC 0.6%
Value ($000) $12,429 Shares 12,750,000 Est. Cost $0.92 Unrealized
TECH BIO-TECHNE CORP 0.6%
Value ($000) $12,361 Shares 172,513 Est. Cost $71.50 Unrealized +2.1%
ELF E L F BEAUTY INC 0.6%
Value ($000) $12,132 Shares 57,574 Est. Cost $123.41 Unrealized +44.0%
DUOL DUOLINGO INC 0.6%
Value ($000) $11,985 Shares 57,434 Est. Cost $204.13 Unrealized +0.3%
ENSG ENSIGN GROUP INC 0.6%
Value ($000) $11,897 Shares 96,185 Est. Cost $100.73 Unrealized +18.0%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.6%
Value ($000) $11,825 Shares 106,080 Est. Cost $62.49 Unrealized +63.2%
IOSP INNOSPEC INC 0.6%
Value ($000) $11,691 Shares 94,595 Est. Cost $97.19 Unrealized +24.8%
KBR KBR INC 0.6%
Value ($000) $11,588 Shares 180,675 Est. Cost $49.91 Unrealized +26.8%
GNRC GENERAC HLDGS INC 0.6%
Value ($000) $11,428 Shares 86,435 Est. Cost $119.26 Unrealized +15.9%
AGYS AGILYSYS INC 0.6%
Value ($000) $10,690 Shares 102,655 Est. Cost $89.74 Unrealized 0.0%
PRCT PROCEPT BIOROBOTICS CORP 0.5%
Value ($000) $10,529 Shares 172,345 Est. Cost $52.30 Unrealized +13.7%
LLY ELI LILLY & CO 0.5%
Value ($000) $10,398 Shares 11,485 Est. Cost $65.96 Unrealized +1099.1%
CVCO CAVCO INDS INC DEL 0.5%
Value ($000) $10,133 Shares 29,272 Est. Cost $263.66 Unrealized +38.0%
MOD MODINE MFG CO 0.5%
Value ($000) $9,972 Shares 99,530 Est. Cost $89.76 Unrealized +7.0%
SG SWEETGREEN INC 0.5%
Value ($000) $9,778 Shares 324,410 Est. Cost $14.56 Unrealized +88.3%
ONTO ONTO INNOVATION INC 0.5%
Value ($000) $9,595 Shares 43,702 Est. Cost $68.09 Unrealized +203.6%
MGY MAGNOLIA OIL & GAS CORP 0.5%
Value ($000) $9,514 Shares 375,465 Est. Cost $24.14 Unrealized +5.7%
JAMF HLDG CORP 0.5%
Value ($000) $9,398 Shares 10,600,000 Est. Cost $0.82 Unrealized
NTRA NATERA INC 0.5%
Value ($000) $9,185 Shares 84,820 Est. Cost $46.35 Unrealized +119.2%
JOHN BEAN TECHNOLOGIES CORP 0.5%
Value ($000) $8,930 Shares 9,700,000 Est. Cost $0.93 Unrealized
VRRM VERRA MOBILITY CORP 0.5%
Value ($000) $8,775 Shares 322,595 Est. Cost $17.18 Unrealized +50.2%
NVS NOVARTIS AG 0.4%
Value ($000) $8,643 Shares 81,189 Est. Cost $83.22 Unrealized
UFPT UFP TECHNOLOGIES INC 0.4%
Value ($000) $8,614 Shares 32,646 Est. Cost $141.08 Unrealized +75.1%
TMDX TRANSMEDICS GROUP INC 0.4%
Value ($000) $8,546 Shares 56,740 Est. Cost $71.52 Unrealized +67.7%
FWRG FIRST WATCH RESTAURANT GROUP 0.4%
Value ($000) $8,527 Shares 485,565 Est. Cost $21.78 Unrealized -4.1%
SOUTHWEST AIRLS CO 0.4%
Value ($000) $7,912 Shares 7,875,000 Est. Cost $1.21 Unrealized
TYLER TEX INDPT SCH DIST 0.4%
Value ($000) $7,700 Shares 7,000,000 Est. Cost $1.11 Unrealized
AXON AXON ENTERPRISE INC 0.4%
Value ($000) $7,657 Shares 26,024 Est. Cost $128.88 Unrealized +131.5%
PATRICK INDS INC 0.4%
Value ($000) $7,590 Shares 6,250,000 Est. Cost $0.91 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $7,108 Shares 33,749 Est. Cost $98.67 Unrealized +87.6%
RXST RXSIGHT INC 0.4%
Value ($000) $7,036 Shares 116,940 Est. Cost $57.15 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC 0.4%
Value ($000) $6,856 Shares 27,793 Est. Cost $125.19 Unrealized +81.1%
FOLD AMICUS THERAPEUTICS INC 0.4%
Value ($000) $6,839 Shares 689,425 Est. Cost $12.04 Unrealized -14.7%
JAZZ INVESTMENTS I LTD 0.3%
Value ($000) $6,750 Shares 7,000,000 Est. Cost $1.33 Unrealized
ETSY INC 0.3%
Value ($000) $6,114 Shares 7,750,000 Est. Cost $0.74 Unrealized
FORD MTR CO DEL 0.3%
Value ($000) $6,081 Shares 6,000,000 Est. Cost $1.19 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.3%
Value ($000) $5,996 Shares 112,600 Est. Cost $55.92 Unrealized 0.0%
PGNY PROGYNY INC 0.3%
Value ($000) $5,956 Shares 208,180 Est. Cost $32.31 Unrealized -6.8%
ACMR ACM RESH INC 0.3%
Value ($000) $5,428 Shares 235,401 Est. Cost $11.61 Unrealized +118.0%
LNTH LANTHEUS HLDGS INC 0.3%
Value ($000) $5,110 Shares 63,650 Est. Cost $62.65 Unrealized +17.1%
SPSC SPS COMM INC 0.3%
Value ($000) $5,095 Shares 27,079 Est. Cost $122.27 Unrealized +49.6%
CWAN CLEARWATER ANALYTICS HLDGS I 0.2%
Value ($000) $4,730 Shares 255,390 Est. Cost $17.75 Unrealized +1.6%
RGEN REPLIGEN CORP 0.2%
Value ($000) $4,543 Shares 36,035 Est. Cost $156.74 Unrealized 0.0%
VKTX VIKING THERAPEUTICS INC 0.2%
Value ($000) $4,445 Shares 83,855 Est. Cost $59.31 Unrealized +10.5%
ADSK AUTODESK INC 0.2%
Value ($000) $3,974 Shares 16,060 Est. Cost $200.68 Unrealized +11.9%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,258 Shares 19,757 Est. Cost $60.10 Unrealized +161.6%
BOOT BOOT BARN HLDGS INC 0.2%
Value ($000) $3,067 Shares 23,785 Est. Cost $82.65 Unrealized +36.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,061 Shares 5 Est. Cost $227034.60 Unrealized +171.5%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,022 Shares 48,062 Est. Cost $63.49 Unrealized
FICO FAIR ISAAC CORP 0.1%
Value ($000) $2,680 Shares 1,800 Est. Cost $1292.47 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $2,587 Shares 89,280 Est. Cost $23.97 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,524 Shares 5,047 Est. Cost $471.11 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,733 Shares 8,071 Est. Cost $224.21 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,613 Shares 9,325 Est. Cost $117.50 Unrealized +41.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,539 Shares 3,782 Est. Cost $253.60 Unrealized +61.1%
IGM ISHARES TR 0.1%
Value ($000) $1,486 Shares 15,757 Est. Cost $93.70 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,466 Shares 11,865 Est. Cost $91.77 Unrealized +10.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,218 Shares 10,577 Est. Cost $56.99 Unrealized +93.2%
HD HOME DEPOT INC 0.1%
Value ($000) $1,122 Shares 3,260 Est. Cost $208.92 Unrealized +56.8%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $1,104 Shares 4,055 Est. Cost $192.97 Unrealized +24.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,088 Shares 7,447 Est. Cost $89.98 Unrealized +57.2%
CATX PERSPECTIVE THERAPEUTICS INC 0.0%
Value ($000) $910 Shares 91,293 Est. Cost $14.46 Unrealized 0.0%
WDAY WORKDAY INC 0.0%
Value ($000) $894 Shares 4,000 Est. Cost $240.75 Unrealized 0.0%
GOOGL ALPHABET INC 0.0%
Value ($000) $877 Shares 4,817 Est. Cost $108.74 Unrealized +53.9%
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $790 Shares 10,147 Est. Cost $77.83 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $774 Shares 3,421 Est. Cost $130.76 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $762 Shares 897 Est. Cost $427.73 Unrealized +80.9%
ABBV ABBVIE INC 0.0%
Value ($000) $755 Shares 4,401 Est. Cost $103.21 Unrealized +52.2%
CRM SALESFORCE INC 0.0%
Value ($000) $693 Shares 2,695 Est. Cost $195.52 Unrealized +35.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $618 Shares 24,400 Est. Cost $24.85 Unrealized -9.4%
MRK MERCK & CO INC 0.0%
Value ($000) $595 Shares 4,803 Est. Cost $49.70 Unrealized +144.9%
HYS PIMCO ETF TR 0.0%
Value ($000) $498 Shares 5,370 Est. Cost $91.55 Unrealized
ISTB ISHARES TR 0.0%
Value ($000) $426 Shares 9,000 Est. Cost $46.94 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $426 Shares 4,427 Est. Cost $93.18 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $405 Shares 2,399 Est. Cost $175.29 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $394 Shares 3,790 Est. Cost $100.89 Unrealized +2.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $351 Shares 3,540 Est. Cost $122.77 Unrealized -14.1%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $340 Shares 1,800 Est. Cost $138.05 Unrealized +57.2%
TSLA TESLA INC 0.0%
Value ($000) $297 Shares 1,500 Est. Cost $174.77 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $296 Shares 1,890 Est. Cost $79.79 Unrealized +86.0%
AKOYA BIOSCIENCES INC 0.0%
Value ($000) $295 Shares 126,131 Est. Cost $19.34 Unrealized
CR CRANE COMPANY 0.0%
Value ($000) $290 Shares 2,000 Est. Cost $75.98 Unrealized +84.9%
WRB BERKLEY W R CORP 0.0%
Value ($000) $277 Shares 3,527 Est. Cost $33.45 Unrealized +52.5%
ORCL ORACLE CORP 0.0%
Value ($000) $261 Shares 1,845 Est. Cost $73.17 Unrealized +67.1%
ABNB AIRBNB INC 0.0%
Value ($000) $260 Shares 1,715 Est. Cost $112.94 Unrealized +35.3%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $246 Shares 4,141 Est. Cost $36.15 Unrealized +57.3%
FISV FISERV INC 0.0%
Value ($000) $234 Shares 1,569 Est. Cost $109.82 Unrealized +37.8%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $230 Shares 614 Est. Cost $344.20 Unrealized
TKNO ALPHA TEKNOVA INC 0.0%
Value ($000) $213 Shares 155,170 Est. Cost $3.10 Unrealized -38.7%
PEP PEPSICO INC 0.0%
Value ($000) $202 Shares 1,224 Est. Cost $155.88 Unrealized +4.1%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $199 Shares 858 Est. Cost $144.95 Unrealized +56.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $196 Shares 757 Est. Cost $171.86 Unrealized +42.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $175 Shares 821 Est. Cost $176.21 Unrealized +4.3%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $161 Shares 2,671 Est. Cost $60.30 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $161 Shares 360 Est. Cost $351.49 Unrealized +20.6%
HEI HEICO CORP NEW 0.0%
Value ($000) $150 Shares 671 Est. Cost $168.38 Unrealized +25.4%
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $148 Shares 7,675 Est. Cost $16.38 Unrealized +26.9%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $147 Shares 1,500 Est. Cost $101.50 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $147 Shares 3,531 Est. Cost $57.70 Unrealized -28.9%
BA BOEING CO 0.0%
Value ($000) $145 Shares 796 Est. Cost $207.25 Unrealized -14.0%
KVUE KENVUE INC 0.0%
Value ($000) $142 Shares 7,815 Est. Cost $20.95 Unrealized -13.2%
INTEGRAL AD SCIENCE HLDNG CO 0.0%
Value ($000) $139 Shares 14,285 Est. Cost $17.98 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $138 Shares 253 Est. Cost $356.98 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $129 Shares 164 Est. Cost $87.09 Unrealized +68.5%
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $128 Shares 900 Est. Cost $150.98 Unrealized -16.8%
FAST FASTENAL CO 0.0%
Value ($000) $124 Shares 1,979 Est. Cost $23.90 Unrealized +36.5%
CXT CRANE NXT CO 0.0%
Value ($000) $123 Shares 2,000 Est. Cost $49.36 Unrealized +21.8%
RTX RTX CORPORATION 0.0%
Value ($000) $114 Shares 1,133 Est. Cost $85.27 Unrealized +17.4%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $109 Shares 1,986 Est. Cost $54.92 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $107 Shares 374 Est. Cost $183.74 Unrealized +63.9%
O REALTY INCOME CORP 0.0%
Value ($000) $106 Shares 2,000 Est. Cost $57.30 Unrealized -15.1%
AMGN AMGEN INC 0.0%
Value ($000) $99 Shares 318 Est. Cost $217.87 Unrealized +28.2%
PLD PROLOGIS INC. 0.0%
Value ($000) $91 Shares 813 Est. Cost $104.48 Unrealized 0.0%
NFGC NEW FOUND GOLD CORP 0.0%
Value ($000) $88 Shares 31,250 Est. Cost $7.35 Unrealized -52.1%
LYFT LYFT INC 0.0%
Value ($000) $86 Shares 6,099 Est. Cost $15.39 Unrealized +5.5%
IVV ISHARES TR 0.0%
Value ($000) $83 Shares 152 Est. Cost $525.73 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $79 Shares 177 Est. Cost $398.28 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value ($000) $78 Shares 679 Est. Cost $109.40 Unrealized +5.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $76 Shares 1,842 Est. Cost $35.76 Unrealized +2.0%
ATR APTARGROUP INC 0.0%
Value ($000) $72 Shares 510 Est. Cost $99.37 Unrealized +42.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $72 Shares 920 Est. Cost $85.84 Unrealized -9.1%
HASI HANNON ARMSTRONG SUST INFR C 0.0%
Value ($000) $71 Shares 2,390 Est. Cost $23.79 Unrealized +11.3%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $70 Shares 50 Est. Cost $1242.73 Unrealized +10.1%
IDXX IDEXX LABS INC 0.0%
Value ($000) $70 Shares 143 Est. Cost $478.56 Unrealized +4.9%
ENVA ENOVA INTL INC 0.0%
Value ($000) $68 Shares 1,100 Est. Cost $47.17 Unrealized +29.4%
NFLX NETFLIX INC 0.0%
Value ($000) $67 Shares 100 Est. Cost $22.21 Unrealized +181.2%
TJX TJX COS INC NEW 0.0%
Value ($000) $66 Shares 600 Est. Cost $59.89 Unrealized +64.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $61 Shares 779 Est. Cost $77.99 Unrealized
BOH BANK HAWAII CORP 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $66.92 Unrealized -19.8%
MS MORGAN STANLEY 0.0%
Value ($000) $57 Shares 587 Est. Cost $76.80 Unrealized +18.2%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $57 Shares 4,686 Est. Cost $72.76 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $56 Shares 235 Est. Cost $156.07 Unrealized +45.5%
USB US BANCORP DEL 0.0%
Value ($000) $52 Shares 1,309 Est. Cost $39.22 Unrealized -3.7%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $51 Shares 211 Est. Cost $293.39 Unrealized -5.1%
EFX EQUIFAX INC 0.0%
Value ($000) $51 Shares 210 Est. Cost $191.11 Unrealized +23.4%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $43 Shares 200 Est. Cost $156.51 Unrealized +29.6%
MGC VANGUARD WORLD FD 0.0%
Value ($000) $41 Shares 206 Est. Cost $127.01 Unrealized
TTD THE TRADE DESK INC 0.0%
Value ($000) $40 Shares 411 Est. Cost $90.22 Unrealized 0.0%
AVTR AVANTOR INC 0.0%
Value ($000) $40 Shares 1,886 Est. Cost $23.91 Unrealized +0.7%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $39 Shares 5,000 Est. Cost $1.13 Unrealized +377.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $32 Shares 500 Est. Cost $37.60 Unrealized +60.1%
NKE NIKE INC 0.0%
Value ($000) $30 Shares 400 Est. Cost $101.57 Unrealized -11.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $24 Shares 250 Est. Cost $69.26 Unrealized +35.3%
MCD MCDONALDS CORP 0.0%
Value ($000) $24 Shares 93 Est. Cost $245.25 Unrealized +4.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $21 Shares 20 Est. Cost $46.63 Unrealized +48.3%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 238 Est. Cost $27.63 Unrealized +151.6%
WMT WALMART INC 0.0%
Value ($000) $14 Shares 210 Est. Cost $55.62 Unrealized +11.4%
CPRT COPART INC 0.0%
Value ($000) $14 Shares 260 Est. Cost $48.23 Unrealized +13.2%
POOL POOL CORP 0.0%
Value ($000) $13 Shares 41 Est. Cost $340.81 Unrealized +3.7%
PLSE PULSE BIOSCIENCES INC 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $1.62 Unrealized +480.1%
KO COCA COLA CO 0.0%
Value ($000) $11 Shares 168 Est. Cost $56.05 Unrealized +5.1%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $10 Shares 745 Est. Cost $25.87 Unrealized -59.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $8 Shares 114 Est. Cost $75.19 Unrealized -10.1%
VMC VULCAN MATLS CO 0.0%
Value ($000) $5 Shares 20 Est. Cost $225.81 Unrealized +13.1%