OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

CIK: 0001007524 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value ($000): $1,973,932 (84.3% shares, 15.7% debt)

Holdings (190)

MSFT MICROSOFT CORP 4.7%
Value ($000) $92,433 Shares 214,810 Est. Cost $83.53 Unrealized +406.5%
GOOG ALPHABET INC 4.2%
Value ($000) $82,459 Shares 493,205 Est. Cost $110.36 Unrealized +52.4%
PEGASYSTEMS INC 3.7%
Value ($000) $73,196 Shares 74,500,000 Est. Cost $0.97 Unrealized
AMZN AMAZON COM INC 3.4%
Value ($000) $66,460 Shares 356,678 Est. Cost $131.86 Unrealized +38.4%
WIX COM LTD 2.5%
Value ($000) $49,735 Shares 51,943,000 Est. Cost $0.96 Unrealized
PGR PROGRESSIVE CORP 2.2%
Value ($000) $43,043 Shares 169,622 Est. Cost $60.50 Unrealized +254.0%
BDX BECTON DICKINSON & CO 2.1%
Value ($000) $42,055 Shares 174,431 Est. Cost $228.32 Unrealized -0.3%
APD AIR PRODS & CHEMS INC 2.1%
Value ($000) $41,865 Shares 140,608 Est. Cost $215.75 Unrealized +22.0%
WCN WASTE CONNECTIONS INC 2.0%
Value ($000) $40,037 Shares 223,897 Est. Cost $73.37 Unrealized +144.8%
V VISA INC 2.0%
Value ($000) $39,969 Shares 145,369 Est. Cost $169.43 Unrealized +58.0%
ROST ROSS STORES INC 2.0%
Value ($000) $39,676 Shares 263,611 Est. Cost $100.74 Unrealized +44.3%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $38,888 Shares 62,867 Est. Cost $496.13 Unrealized +18.7%
BRO BROWN & BROWN INC 2.0%
Value ($000) $38,846 Shares 374,965 Est. Cost $60.07 Unrealized +64.2%
EGP EASTGROUP PPTYS INC 1.9%
Value ($000) $38,361 Shares 205,336 Est. Cost $152.59 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.9%
Value ($000) $37,063 Shares 233,203 Est. Cost $139.05 Unrealized +2.4%
ADBE ADOBE INC 1.9%
Value ($000) $36,954 Shares 71,371 Est. Cost $443.81 Unrealized +23.6%
HSY HERSHEY CO 1.9%
Value ($000) $36,556 Shares 190,614 Est. Cost $186.05 Unrealized 0.0%
AZO AUTOZONE INC 1.8%
Value ($000) $36,178 Shares 11,485 Est. Cost $2951.59 Unrealized +4.0%
AVGO BROADCOM INC 1.7%
Value ($000) $32,582 Shares 188,881 Est. Cost $155.96 Unrealized +1.3%
LHX L3HARRIS TECHNOLOGIES INC 1.5%
Value ($000) $30,446 Shares 127,993 Est. Cost $188.84 Unrealized +19.0%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $30,106 Shares 51,491 Est. Cost $472.85 Unrealized +16.0%
AIR TRANS SVCS GROUP INC 1.5%
Value ($000) $29,807 Shares 29,711,000 Est. Cost $1.00 Unrealized
BSX BOSTON SCIENTIFIC CORP 1.5%
Value ($000) $29,374 Shares 350,521 Est. Cost $43.37 Unrealized +81.7%
AMD ADVANCED MICRO DEVICES INC 1.5%
Value ($000) $29,274 Shares 178,412 Est. Cost $83.97 Unrealized +80.9%
ADI ANALOG DEVICES INC 1.5%
Value ($000) $28,750 Shares 124,907 Est. Cost $149.52 Unrealized +47.2%
MU MICRON TECHNOLOGY INC 1.4%
Value ($000) $27,828 Shares 268,329 Est. Cost $73.58 Unrealized +41.3%
DHR DANAHER CORPORATION 1.4%
Value ($000) $27,784 Shares 99,936 Est. Cost $87.12 Unrealized +201.2%
LAMR LAMAR ADVERTISING CO NEW 1.3%
Value ($000) $26,637 Shares 199,379 Est. Cost $86.77 Unrealized
INTU INTUIT 1.3%
Value ($000) $26,571 Shares 42,788 Est. Cost $632.98 Unrealized 0.0%
LENDINGTREE INC 1.3%
Value ($000) $26,368 Shares 28,017,000 Est. Cost $0.81 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 1.3%
Value ($000) $25,816 Shares 129,964 Est. Cost $140.73 Unrealized +36.9%
A AGILENT TECHNOLOGIES INC 1.3%
Value ($000) $24,827 Shares 167,209 Est. Cost $124.61 Unrealized +8.8%
BLOCK INC 1.2%
Value ($000) $24,531 Shares 25,000,000 Est. Cost $0.98 Unrealized
AME AMETEK INC 1.2%
Value ($000) $24,479 Shares 142,559 Est. Cost $129.96 Unrealized +27.2%
DE DEERE & CO 1.1%
Value ($000) $21,828 Shares 52,305 Est. Cost $369.25 Unrealized 0.0%
TGT TARGET CORP 1.0%
Value ($000) $20,412 Shares 130,965 Est. Cost $152.16 Unrealized -7.3%
HAEMONETICS CORP MASS 1.0%
Value ($000) $19,703 Shares 21,300,000 Est. Cost $0.86 Unrealized
CRM SALESFORCE INC 1.0%
Value ($000) $19,087 Shares 69,736 Est. Cost $251.57 Unrealized +0.9%
FSV FIRSTSERVICE CORP NEW 0.9%
Value ($000) $18,180 Shares 99,638 Est. Cost $130.16 Unrealized +30.9%
GWRE GUIDEWIRE SOFTWARE INC 0.9%
Value ($000) $17,646 Shares 96,460 Est. Cost $105.38 Unrealized +44.1%
AMAT APPLIED MATLS INC 0.8%
Value ($000) $16,286 Shares 80,603 Est. Cost $53.99 Unrealized +274.8%
SKECHERS U S A INC 0.8%
Value ($000) $16,199 Shares 242,065 Est. Cost $64.96 Unrealized
CVCO CAVCO INDS INC DEL 0.8%
Value ($000) $15,411 Shares 35,986 Est. Cost $288.09 Unrealized +37.0%
MOD MODINE MFG CO 0.7%
Value ($000) $14,511 Shares 109,275 Est. Cost $91.61 Unrealized +20.7%
META META PLATFORMS INC 0.7%
Value ($000) $14,509 Shares 25,346 Est. Cost $272.24 Unrealized +88.1%
GNRC GENERAC HLDGS INC 0.7%
Value ($000) $14,034 Shares 88,330 Est. Cost $119.88 Unrealized +23.8%
AGYS AGILYSYS INC 0.7%
Value ($000) $13,817 Shares 126,795 Est. Cost $93.02 Unrealized +15.0%
BOOT BOOT BARN HLDGS INC 0.7%
Value ($000) $13,735 Shares 82,110 Est. Cost $121.62 Unrealized +13.1%
TECH BIO-TECHNE CORP 0.7%
Value ($000) $13,544 Shares 169,443 Est. Cost $71.50 Unrealized +4.3%
EZCORP INC 0.6%
Value ($000) $12,608 Shares 12,750,000 Est. Cost $0.92 Unrealized
SG SWEETGREEN INC 0.6%
Value ($000) $12,405 Shares 349,940 Est. Cost $15.72 Unrealized +93.2%
ENSG ENSIGN GROUP INC 0.6%
Value ($000) $11,806 Shares 82,090 Est. Cost $100.73 Unrealized +41.1%
FRPT FRESHPET INC 0.6%
Value ($000) $11,606 Shares 84,855 Est. Cost $130.96 Unrealized 0.0%
KBR KBR INC 0.6%
Value ($000) $11,177 Shares 171,605 Est. Cost $49.91 Unrealized +28.1%
AAPL APPLE INC 0.6%
Value ($000) $11,096 Shares 47,621 Est. Cost $134.58 Unrealized +64.9%
AXON AXON ENTERPRISE INC 0.6%
Value ($000) $11,077 Shares 27,719 Est. Cost $142.08 Unrealized +142.6%
PRCT PROCEPT BIOROBOTICS CORP 0.6%
Value ($000) $10,922 Shares 136,315 Est. Cost $52.30 Unrealized +35.8%
MGY MAGNOLIA OIL & GAS CORP 0.6%
Value ($000) $10,871 Shares 445,165 Est. Cost $24.31 Unrealized +3.7%
DUOL DUOLINGO INC 0.5%
Value ($000) $10,702 Shares 37,949 Est. Cost $204.13 Unrealized +0.5%
JAMF HLDG CORP 0.5%
Value ($000) $10,503 Shares 11,600,000 Est. Cost $0.82 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $9,962 Shares 11,245 Est. Cost $65.96 Unrealized +1249.8%
NTRA NATERA INC 0.5%
Value ($000) $9,637 Shares 75,910 Est. Cost $46.35 Unrealized +147.7%
RXST RXSIGHT INC 0.5%
Value ($000) $9,602 Shares 194,245 Est. Cost $54.79 Unrealized -6.5%
VRRM VERRA MOBILITY CORP 0.5%
Value ($000) $9,456 Shares 340,030 Est. Cost $17.74 Unrealized +58.3%
FOLD AMICUS THERAPEUTICS INC 0.5%
Value ($000) $9,450 Shares 884,820 Est. Cost $11.78 Unrealized -7.6%
NVS NOVARTIS AG 0.5%
Value ($000) $9,421 Shares 81,910 Est. Cost $83.22 Unrealized
KVYO KLAVIYO INC 0.5%
Value ($000) $9,360 Shares 264,555 Est. Cost $28.98 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC 0.5%
Value ($000) $9,336 Shares 33,181 Est. Cost $146.17 Unrealized +74.0%
JOHN BEAN TECHNOLOGIES CORP 0.5%
Value ($000) $9,134 Shares 9,700,000 Est. Cost $0.93 Unrealized
EVH EVOLENT HEALTH INC 0.4%
Value ($000) $8,775 Shares 310,305 Est. Cost $25.77 Unrealized 0.0%
TYLER TEX INDPT SCH DIST 0.4%
Value ($000) $8,617 Shares 7,000,000 Est. Cost $1.11 Unrealized
ELF E L F BEAUTY INC 0.4%
Value ($000) $8,590 Shares 78,789 Est. Cost $132.42 Unrealized +18.5%
UFPT UFP TECHNOLOGIES INC 0.4%
Value ($000) $8,449 Shares 26,678 Est. Cost $141.08 Unrealized +126.0%
ONTO ONTO INNOVATION INC 0.4%
Value ($000) $8,032 Shares 38,697 Est. Cost $68.09 Unrealized +196.4%
SOUTHWEST AIRLS CO 0.4%
Value ($000) $7,963 Shares 7,875,000 Est. Cost $1.21 Unrealized
RGEN REPLIGEN CORP 0.4%
Value ($000) $7,954 Shares 53,445 Est. Cost $152.39 Unrealized -5.9%
VKTX VIKING THERAPEUTICS INC 0.4%
Value ($000) $7,947 Shares 125,520 Est. Cost $59.10 Unrealized -0.7%
MTSI MACOM TECH SOLUTIONS HLDGS I 0.4%
Value ($000) $7,792 Shares 70,030 Est. Cost $62.49 Unrealized +67.8%
ANF ABERCROMBIE & FITCH CO 0.4%
Value ($000) $7,313 Shares 52,275 Est. Cost $152.14 Unrealized 0.0%
CWAN CLEARWATER ANALYTICS HLDGS I 0.4%
Value ($000) $7,312 Shares 289,565 Est. Cost $18.31 Unrealized +22.8%
S SENTINELONE INC 0.4%
Value ($000) $7,206 Shares 301,235 Est. Cost $22.59 Unrealized 0.0%
JAZZ INVESTMENTS I LTD 0.4%
Value ($000) $7,002 Shares 7,000,000 Est. Cost $1.33 Unrealized
CNMD CONMED CORP 0.4%
Value ($000) $6,938 Shares 96,465 Est. Cost $69.45 Unrealized 0.0%
ZETA ZETA GLOBAL HOLDINGS CORP 0.3%
Value ($000) $6,389 Shares 214,185 Est. Cost $23.53 Unrealized 0.0%
ETSY INC 0.3%
Value ($000) $6,354 Shares 7,750,000 Est. Cost $0.74 Unrealized
TMDX TRANSMEDICS GROUP INC 0.3%
Value ($000) $6,097 Shares 38,835 Est. Cost $71.52 Unrealized +115.5%
ACMR ACM RESH INC 0.3%
Value ($000) $5,791 Shares 285,256 Est. Cost $12.93 Unrealized +48.3%
UNP UNION PAC CORP 0.3%
Value ($000) $5,113 Shares 20,743 Est. Cost $162.98 Unrealized +44.0%
ADSK AUTODESK INC 0.2%
Value ($000) $4,424 Shares 16,060 Est. Cost $200.68 Unrealized +25.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,456 Shares 5 Est. Cost $227034.60 Unrealized +192.4%
FICO FAIR ISAAC CORP 0.2%
Value ($000) $3,440 Shares 1,770 Est. Cost $1292.47 Unrealized +32.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,188 Shares 18,407 Est. Cost $60.10 Unrealized +173.3%
SCHB SCHWAB STRATEGIC TR 0.2%
Value ($000) $3,158 Shares 47,467 Est. Cost $63.49 Unrealized
FORD MTR CO 0.1%
Value ($000) $2,948 Shares 3,000,000 Est. Cost $1.19 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $2,556 Shares 87,815 Est. Cost $23.97 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $2,473 Shares 4,687 Est. Cost $471.11 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $2,003 Shares 9,062 Est. Cost $117.50 Unrealized +60.8%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1,996 Shares 8,033 Est. Cost $224.21 Unrealized +3.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1,749 Shares 3,801 Est. Cost $253.60 Unrealized +74.4%
IGM ISHARES TR 0.1%
Value ($000) $1,328 Shares 13,839 Est. Cost $93.70 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,255 Shares 10,707 Est. Cost $57.63 Unrealized +90.9%
CATX PERSPECTIVE THERAPEUTICS INC 0.1%
Value ($000) $1,219 Shares 91,293 Est. Cost $14.46 Unrealized -8.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,207 Shares 7,447 Est. Cost $89.98 Unrealized +69.7%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,200 Shares 9,885 Est. Cost $91.77 Unrealized +28.7%
ESS ESSEX PPTY TR INC 0.1%
Value ($000) $1,182 Shares 4,000 Est. Cost $192.97 Unrealized +42.4%
HD HOME DEPOT INC 0.1%
Value ($000) $1,157 Shares 2,855 Est. Cost $208.92 Unrealized +68.8%
WDAY WORKDAY INC 0.0%
Value ($000) $978 Shares 4,000 Est. Cost $240.75 Unrealized -1.9%
ABBV ABBVIE INC 0.0%
Value ($000) $854 Shares 4,326 Est. Cost $103.21 Unrealized +73.1%
GOOGL ALPHABET INC 0.0%
Value ($000) $799 Shares 4,817 Est. Cost $108.74 Unrealized +53.3%
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $772 Shares 3,421 Est. Cost $130.76 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $726 Shares 19,520 Est. Cost $24.85 Unrealized +23.5%
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $574 Shares 3,155 Est. Cost $176.90 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $556 Shares 627 Est. Cost $427.73 Unrealized +101.5%
HYS PIMCO ETF TR 0.0%
Value ($000) $513 Shares 5,370 Est. Cost $91.55 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $475 Shares 4,183 Est. Cost $49.70 Unrealized +127.3%
ISTB ISHARES TR 0.0%
Value ($000) $438 Shares 9,000 Est. Cost $46.94 Unrealized
NOBL PROSHARES TR 0.0%
Value ($000) $434 Shares 4,061 Est. Cost $93.18 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $420 Shares 3,685 Est. Cost $100.89 Unrealized +6.1%
LECO LINCOLN ELEC HLDGS INC 0.0%
Value ($000) $346 Shares 1,800 Est. Cost $138.05 Unrealized +39.0%
AKOYA BIOSCIENCES INC 0.0%
Value ($000) $343 Shares 126,131 Est. Cost $19.34 Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value ($000) $335 Shares 4,027 Est. Cost $77.83 Unrealized
CR CRANE COMPANY 0.0%
Value ($000) $317 Shares 2,000 Est. Cost $75.98 Unrealized +96.8%
ORCL ORACLE CORP 0.0%
Value ($000) $314 Shares 1,845 Est. Cost $73.17 Unrealized +95.5%
WRB BERKLEY W R CORP 0.0%
Value ($000) $300 Shares 5,290 Est. Cost $40.26 Unrealized +33.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $285 Shares 2,965 Est. Cost $122.77 Unrealized -26.2%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $258 Shares 1,750 Est. Cost $79.79 Unrealized +75.4%
FISV FISERV INC 0.0%
Value ($000) $237 Shares 1,318 Est. Cost $109.82 Unrealized +50.2%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $236 Shares 615 Est. Cost $344.20 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $233 Shares 858 Est. Cost $144.95 Unrealized +69.1%
ABNB AIRBNB INC 0.0%
Value ($000) $217 Shares 1,715 Est. Cost $112.94 Unrealized +14.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $217 Shares 3,841 Est. Cost $36.15 Unrealized +51.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $186 Shares 360 Est. Cost $351.49 Unrealized +39.4%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $185 Shares 657 Est. Cost $171.86 Unrealized +62.1%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $183 Shares 3,531 Est. Cost $57.70 Unrealized -24.3%
KVUE KENVUE INC 0.0%
Value ($000) $181 Shares 7,815 Est. Cost $20.95 Unrealized -6.2%
HEI HEICO CORP NEW 0.0%
Value ($000) $175 Shares 671 Est. Cost $168.38 Unrealized +43.7%
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $174 Shares 2,683 Est. Cost $60.30 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $170 Shares 821 Est. Cost $176.21 Unrealized +6.9%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $162 Shares 1,500 Est. Cost $101.50 Unrealized
INTEGRAL AD SCIENCE HLDNG CO 0.0%
Value ($000) $154 Shares 14,285 Est. Cost $17.98 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $147 Shares 164 Est. Cost $87.09 Unrealized +88.8%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $145 Shares 253 Est. Cost $356.98 Unrealized
MAA MID-AMER APT CMNTYS INC 0.0%
Value ($000) $143 Shares 900 Est. Cost $150.98 Unrealized -4.2%
FAST FASTENAL CO 0.0%
Value ($000) $141 Shares 1,979 Est. Cost $23.90 Unrealized +37.8%
RTX RTX CORPORATION 0.0%
Value ($000) $137 Shares 1,133 Est. Cost $85.27 Unrealized +30.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $136 Shares 480 Est. Cost $283.16 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $131 Shares 500 Est. Cost $174.77 Unrealized +30.5%
PLD PROLOGIS INC. 0.0%
Value ($000) $129 Shares 1,020 Est. Cost $107.24 Unrealized +10.1%
O REALTY INCOME CORP 0.0%
Value ($000) $127 Shares 2,000 Est. Cost $57.30 Unrealized -4.0%
BA BOEING CO 0.0%
Value ($000) $121 Shares 796 Est. Cost $207.25 Unrealized -17.3%
FNDA SCHWAB STRATEGIC TR 0.0%
Value ($000) $118 Shares 1,986 Est. Cost $54.92 Unrealized
LEVI LEVI STRAUSS & CO NEW 0.0%
Value ($000) $114 Shares 5,220 Est. Cost $16.38 Unrealized +10.3%
CXT CRANE NXT CO 0.0%
Value ($000) $112 Shares 2,000 Est. Cost $49.36 Unrealized +15.8%
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value ($000) $110 Shares 5,000 Est. Cost $1.13 Unrealized +1136.3%
RS RELIANCE INC 0.0%
Value ($000) $108 Shares 374 Est. Cost $183.74 Unrealized +55.9%
AMGN AMGEN INC 0.0%
Value ($000) $102 Shares 318 Est. Cost $217.87 Unrealized +43.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $90 Shares 920 Est. Cost $85.84 Unrealized -3.5%
IVV ISHARES TR 0.0%
Value ($000) $88 Shares 152 Est. Cost $525.73 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $87 Shares 177 Est. Cost $398.28 Unrealized +16.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $83 Shares 1,842 Est. Cost $35.76 Unrealized +7.3%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value ($000) $82 Shares 2,390 Est. Cost $23.79 Unrealized +24.2%
NFGC NEW FOUND GOLD CORP 0.0%
Value ($000) $79 Shares 31,250 Est. Cost $7.35 Unrealized -62.7%
LYFT LYFT INC 0.0%
Value ($000) $78 Shares 6,099 Est. Cost $15.39 Unrealized -22.4%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $75 Shares 50 Est. Cost $1242.73 Unrealized +13.0%
NFLX NETFLIX INC 0.0%
Value ($000) $71 Shares 100 Est. Cost $22.21 Unrealized +201.1%
TJX TJX COS INC NEW 0.0%
Value ($000) $71 Shares 600 Est. Cost $59.89 Unrealized +88.2%
BOH BANK HAWAII CORP 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $66.92 Unrealized -10.1%
EFX EQUIFAX INC 0.0%
Value ($000) $62 Shares 210 Est. Cost $191.11 Unrealized +46.1%
MS MORGAN STANLEY 0.0%
Value ($000) $61 Shares 587 Est. Cost $76.80 Unrealized +26.2%
ECL ECOLAB INC 0.0%
Value ($000) $60 Shares 235 Est. Cost $156.07 Unrealized +54.5%
USB US BANCORP DEL 0.0%
Value ($000) $60 Shares 1,309 Est. Cost $39.22 Unrealized +4.8%
ALGN ALIGN TECHNOLOGY INC 0.0%
Value ($000) $54 Shares 211 Est. Cost $293.39 Unrealized -19.6%
PEP PEPSICO INC 0.0%
Value ($000) $51 Shares 302 Est. Cost $155.88 Unrealized +4.5%
AVTR AVANTOR INC 0.0%
Value ($000) $49 Shares 1,886 Est. Cost $23.91 Unrealized +2.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $40 Shares 500 Est. Cost $37.60 Unrealized +82.2%
WMT WALMART INC 0.0%
Value ($000) $36 Shares 450 Est. Cost $64.61 Unrealized +12.2%
NKE NIKE INC 0.0%
Value ($000) $35 Shares 400 Est. Cost $101.57 Unrealized -25.2%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 438 Est. Cost $47.16 Unrealized +49.3%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $32 Shares 3,536 Est. Cost $72.76 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $28 Shares 137 Est. Cost $156.51 Unrealized +30.5%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $26 Shares 250 Est. Cost $69.26 Unrealized +34.3%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $23 Shares 20 Est. Cost $46.63 Unrealized +57.5%
PLSE PULSE BIOSCIENCES INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $1.62 Unrealized +950.2%
POOL POOL CORP 0.0%
Value ($000) $15 Shares 41 Est. Cost $340.81 Unrealized -0.6%
CPRT COPART INC 0.0%
Value ($000) $14 Shares 260 Est. Cost $48.23 Unrealized +7.7%
KO COCA COLA CO 0.0%
Value ($000) $12 Shares 168 Est. Cost $56.05 Unrealized +17.1%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $10 Shares 114 Est. Cost $75.19 Unrealized -0.4%
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value ($000) $8 Shares 745 Est. Cost $25.87 Unrealized -44.5%
CSCO CISCO SYS INC 0.0%
Value ($000) $7 Shares 140 Est. Cost $46.78 Unrealized 0.0%
GE GE AEROSPACE 0.0%
Value ($000) $4 Shares 22 Est. Cost $167.93 Unrealized 0.0%