Strategic Global Advisors, LLC Diversified Active

CIK: 0001580212 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $547,025 (100.0% shares, 0.0% debt)

Holdings (134)

NVDA NVIDIA CORPORATION 5.5%
Value ($000) $30,047 Shares 223,747 Est. Cost $97.92 Unrealized +40.7%
GOOGL ALPHABET INC 4.7%
Value ($000) $25,932 Shares 136,987 Est. Cost $118.53 Unrealized +46.9%
AMZN AMAZON COM INC 4.5%
Value ($000) $24,344 Shares 110,962 Est. Cost $164.00 Unrealized +24.7%
WIX WIX COM LTD 4.2%
Value ($000) $23,079 Shares 107,570 Est. Cost $115.27 Unrealized +65.8%
AAPL APPLE INC 3.6%
Value ($000) $19,856 Shares 79,289 Est. Cost $128.91 Unrealized +81.9%
MSFT MICROSOFT CORP 3.0%
Value ($000) $16,490 Shares 39,121 Est. Cost $246.52 Unrealized +71.3%
CHKP CHECK POINT SOFTWARE TECH LT 2.5%
Value ($000) $13,907 Shares 74,489 Est. Cost $116.46 Unrealized +61.7%
SPOT SPOTIFY TECHNOLOGY S A 2.5%
Value ($000) $13,897 Shares 31,062 Est. Cost $384.97 Unrealized +11.2%
META META PLATFORMS INC 2.3%
Value ($000) $12,450 Shares 21,263 Est. Cost $273.89 Unrealized +113.5%
NFLX NETFLIX INC 2.2%
Value ($000) $11,880 Shares 13,329 Est. Cost $61.02 Unrealized +34.9%
AVGO BROADCOM INC 2.1%
Value ($000) $11,246 Shares 48,508 Est. Cost $147.35 Unrealized +24.1%
GDDY GODADDY INC 2.0%
Value ($000) $10,798 Shares 54,708 Est. Cost $91.24 Unrealized +100.3%
V VISA INC 1.9%
Value ($000) $10,450 Shares 33,064 Est. Cost $252.38 Unrealized +18.2%
ICLR ICON PLC 1.8%
Value ($000) $10,012 Shares 47,741 Est. Cost $233.30 Unrealized +0.1%
LNG CHENIERE ENERGY INC 1.7%
Value ($000) $9,443 Shares 43,946 Est. Cost $154.63 Unrealized +31.3%
CAT CATERPILLAR INC 1.7%
Value ($000) $9,160 Shares 25,251 Est. Cost $230.26 Unrealized +65.8%
MSCI MSCI INC 1.7%
Value ($000) $9,028 Shares 15,047 Est. Cost $526.17 Unrealized +12.5%
LPLA LPL FINL HLDGS INC 1.6%
Value ($000) $8,703 Shares 26,655 Est. Cost $247.57 Unrealized +19.4%
SNA SNAP ON INC 1.6%
Value ($000) $8,655 Shares 25,496 Est. Cost $209.74 Unrealized +56.1%
EME EMCOR GROUP INC 1.6%
Value ($000) $8,626 Shares 19,004 Est. Cost $201.48 Unrealized +134.3%
APH AMPHENOL CORP NEW 1.5%
Value ($000) $8,043 Shares 115,804 Est. Cost $53.85 Unrealized +28.8%
GRMN GARMIN LTD 1.3%
Value ($000) $7,082 Shares 34,336 Est. Cost $186.21 Unrealized +3.4%
COST COSTCO WHSL CORP NEW 1.3%
Value ($000) $6,976 Shares 7,614 Est. Cost $922.64 Unrealized 0.0%
MRK MERCK & CO INC 1.2%
Value ($000) $6,701 Shares 67,362 Est. Cost $116.80 Unrealized -15.5%
NTB BANK OF NT BUTTERFIELD&SON L 1.2%
Value ($000) $6,314 Shares 172,742 Est. Cost $24.66 Unrealized +46.1%
MA MASTERCARD INCORPORATED 1.1%
Value ($000) $6,059 Shares 11,506 Est. Cost $350.38 Unrealized +46.9%
BMY BRISTOL-MYERS SQUIBB CO 1.0%
Value ($000) $5,702 Shares 100,816 Est. Cost $57.96 Unrealized -9.3%
ADSK AUTODESK INC 1.0%
Value ($000) $5,501 Shares 18,613 Est. Cost $210.24 Unrealized +40.5%
LDOS LEIDOS HOLDINGS INC 1.0%
Value ($000) $5,269 Shares 36,576 Est. Cost $130.42 Unrealized +26.0%
NTES NETEASE INC 0.9%
Value ($000) $4,980 Shares 55,822 Est. Cost $77.83 Unrealized
APP APPLOVIN CORP 0.9%
Value ($000) $4,951 Shares 15,288 Est. Cost $36.29 Unrealized +597.0%
KLAC KLA CORP 0.9%
Value ($000) $4,890 Shares 7,760 Est. Cost $272.99 Unrealized +145.1%
KR KROGER CO 0.9%
Value ($000) $4,709 Shares 77,013 Est. Cost $44.46 Unrealized +29.0%
IT GARTNER INC 0.9%
Value ($000) $4,676 Shares 9,652 Est. Cost $329.07 Unrealized +56.7%
DECK DECKERS OUTDOOR CORP 0.8%
Value ($000) $4,643 Shares 22,864 Est. Cost $143.63 Unrealized +25.9%
EA ELECTRONIC ARTS INC 0.8%
Value ($000) $4,539 Shares 31,023 Est. Cost $125.39 Unrealized +22.1%
RMD RESMED INC 0.8%
Value ($000) $4,537 Shares 19,837 Est. Cost $226.83 Unrealized +5.1%
TJX TJX COS INC NEW 0.8%
Value ($000) $4,524 Shares 37,445 Est. Cost $117.72 Unrealized 0.0%
CACI CACI INTL INC 0.8%
Value ($000) $4,483 Shares 11,094 Est. Cost $456.32 Unrealized +6.8%
ABBV ABBVIE INC 0.8%
Value ($000) $4,331 Shares 24,372 Est. Cost $103.07 Unrealized +72.1%
TGT TARGET CORP 0.8%
Value ($000) $4,290 Shares 31,738 Est. Cost $136.67 Unrealized 0.0%
IDXX IDEXX LABS INC 0.7%
Value ($000) $4,088 Shares 9,888 Est. Cost $531.63 Unrealized -17.5%
VRT VERTIV HOLDINGS CO 0.7%
Value ($000) $3,998 Shares 35,188 Est. Cost $91.95 Unrealized +28.9%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $3,775 Shares 62,590 Est. Cost $63.39 Unrealized +12.6%
AIZ ASSURANT INC 0.7%
Value ($000) $3,696 Shares 17,332 Est. Cost $170.54 Unrealized +19.8%
QCOM QUALCOMM INC 0.7%
Value ($000) $3,587 Shares 23,347 Est. Cost $170.70 Unrealized -6.5%
SPG SIMON PPTY GROUP INC NEW 0.6%
Value ($000) $3,487 Shares 20,249 Est. Cost $97.79 Unrealized +69.3%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $3,444 Shares 37,285 Est. Cost $72.99 Unrealized +19.2%
DOLE DOLE PLC 0.6%
Value ($000) $3,353 Shares 247,610 Est. Cost $11.91 Unrealized +26.9%
A AGILENT TECHNOLOGIES INC 0.6%
Value ($000) $3,304 Shares 24,591 Est. Cost $137.92 Unrealized -1.5%
EXEL EXELIXIS INC 0.6%
Value ($000) $3,224 Shares 96,831 Est. Cost $22.63 Unrealized +43.4%
HIG HARTFORD FINL SVCS GROUP INC 0.6%
Value ($000) $3,190 Shares 29,159 Est. Cost $72.48 Unrealized +56.9%
EXPE EXPEDIA GROUP INC 0.6%
Value ($000) $3,185 Shares 17,095 Est. Cost $141.78 Unrealized +20.6%
AMAT APPLIED MATLS INC 0.6%
Value ($000) $3,128 Shares 19,233 Est. Cost $179.18 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $2,923 Shares 16,064 Est. Cost $83.14 Unrealized +127.2%
XP XP INC 0.5%
Value ($000) $2,827 Shares 238,524 Est. Cost $16.28 Unrealized -3.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.5%
Value ($000) $2,801 Shares 20,521 Est. Cost $136.39 Unrealized -9.3%
INGR INGREDION INC 0.5%
Value ($000) $2,773 Shares 20,157 Est. Cost $116.52 Unrealized +20.8%
FIX COMFORT SYS USA INC 0.5%
Value ($000) $2,635 Shares 6,213 Est. Cost $332.54 Unrealized +31.5%
ADBE ADOBE INC 0.5%
Value ($000) $2,631 Shares 5,917 Est. Cost $373.26 Unrealized +32.6%
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value ($000) $2,580 Shares 2,108 Est. Cost $1262.59 Unrealized +3.3%
AZO AUTOZONE INC 0.5%
Value ($000) $2,478 Shares 774 Est. Cost $2859.64 Unrealized +10.7%
UNM UNUM GROUP 0.4%
Value ($000) $2,362 Shares 32,344 Est. Cost $44.94 Unrealized +53.4%
AYI ACUITY BRANDS INC 0.4%
Value ($000) $2,304 Shares 7,888 Est. Cost $257.80 Unrealized +20.7%
ITRN ITURAN LOCATION AND CONTROL 0.4%
Value ($000) $2,293 Shares 73,605 Est. Cost $27.59 Unrealized +3.0%
TDC TERADATA CORP DEL 0.4%
Value ($000) $2,238 Shares 71,833 Est. Cost $31.29 Unrealized 0.0%
BPOP POPULAR INC 0.4%
Value ($000) $2,200 Shares 23,385 Est. Cost $67.83 Unrealized +37.0%
RIO RIO TINTO PLC 0.4%
Value ($000) $2,195 Shares 37,321 Est. Cost $67.66 Unrealized
DBX DROPBOX INC 0.4%
Value ($000) $2,175 Shares 72,416 Est. Cost $27.61 Unrealized 0.0%
DOCU DOCUSIGN INC 0.4%
Value ($000) $2,032 Shares 22,598 Est. Cost $47.92 Unrealized +66.6%
ZM ZOOM COMMUNICATIONS INC 0.4%
Value ($000) $1,968 Shares 24,118 Est. Cost $66.73 Unrealized +17.8%
TNK TEEKAY TANKERS LTD 0.4%
Value ($000) $1,955 Shares 49,137 Est. Cost $44.39 Unrealized 0.0%
TWLO TWILIO INC 0.3%
Value ($000) $1,782 Shares 16,485 Est. Cost $59.84 Unrealized +52.7%
PPG PPG INDS INC 0.3%
Value ($000) $1,763 Shares 14,760 Est. Cost $132.28 Unrealized -8.1%
GMED GLOBUS MED INC 0.3%
Value ($000) $1,654 Shares 19,994 Est. Cost $78.87 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,642 Shares 19,234 Est. Cost $67.64 Unrealized +24.0%
CBRE CBRE GROUP INC 0.3%
Value ($000) $1,642 Shares 12,503 Est. Cost $91.07 Unrealized +43.8%
FFIV F5 INC 0.3%
Value ($000) $1,634 Shares 6,496 Est. Cost $187.22 Unrealized +27.7%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,619 Shares 42,221 Est. Cost $31.23 Unrealized +29.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,602 Shares 8,113 Est. Cost $93.96 Unrealized
DOCS DOXIMITY INC 0.3%
Value ($000) $1,506 Shares 28,210 Est. Cost $48.96 Unrealized 0.0%
RITM RITHM CAPITAL CORP 0.3%
Value ($000) $1,493 Shares 137,831 Est. Cost $11.14 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.3%
Value ($000) $1,397 Shares 11,342 Est. Cost $132.81 Unrealized -11.3%
GEN GEN DIGITAL INC 0.3%
Value ($000) $1,393 Shares 50,887 Est. Cost $25.22 Unrealized +11.8%
BHP BHP GROUP LTD 0.2%
Value ($000) $1,343 Shares 27,497 Est. Cost $56.00 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 0.2%
Value ($000) $1,335 Shares 20,050 Est. Cost $66.60 Unrealized
JHG JANUS HENDERSON GROUP PLC 0.2%
Value ($000) $1,328 Shares 31,227 Est. Cost $42.39 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.2%
Value ($000) $1,293 Shares 22,549 Est. Cost $59.70 Unrealized -6.3%
MEDP MEDPACE HLDGS INC 0.2%
Value ($000) $1,267 Shares 3,815 Est. Cost $277.76 Unrealized +22.1%
NVS NOVARTIS AG 0.2%
Value ($000) $1,247 Shares 12,811 Est. Cost $103.54 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,244 Shares 1,049 Est. Cost $64.37 Unrealized +25.3%
DOX AMDOCS LTD 0.2%
Value ($000) $1,236 Shares 14,520 Est. Cost $85.15 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,193 Shares 2,396 Est. Cost $503.12 Unrealized 0.0%
MAT MATTEL INC 0.2%
Value ($000) $1,191 Shares 67,160 Est. Cost $18.16 Unrealized +4.1%
PINS PINTEREST INC 0.2%
Value ($000) $1,180 Shares 40,700 Est. Cost $33.83 Unrealized -7.1%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,161 Shares 8,857 Est. Cost $134.19 Unrealized -3.0%
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,146 Shares 3,371 Est. Cost $269.78 Unrealized +37.0%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,103 Shares 37,770 Est. Cost $27.14 Unrealized +8.7%
NRG NRG ENERGY INC 0.2%
Value ($000) $1,100 Shares 12,189 Est. Cost $78.00 Unrealized +17.0%
WFRD WEATHERFORD INTL PLC 0.2%
Value ($000) $1,012 Shares 14,133 Est. Cost $104.96 Unrealized -21.9%
CROX CROCS INC 0.2%
Value ($000) $987 Shares 9,009 Est. Cost $104.33 Unrealized +11.5%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $979 Shares 13,182 Est. Cost $76.90 Unrealized -1.6%
ACI ALBERTSONS COS INC 0.2%
Value ($000) $955 Shares 48,621 Est. Cost $12.57 Unrealized +44.9%
ASML ASML HOLDING N V 0.2%
Value ($000) $944 Shares 1,362 Est. Cost $741.49 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $917 Shares 4,668 Est. Cost $203.74 Unrealized +3.5%
SONY SONY GROUP CORP 0.2%
Value ($000) $846 Shares 40,001 Est. Cost $20.18 Unrealized
SHEL SHELL PLC 0.1%
Value ($000) $812 Shares 12,961 Est. Cost $86.27 Unrealized
NWG NATWEST GROUP PLC 0.1%
Value ($000) $776 Shares 76,296 Est. Cost $7.76 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $645 Shares 7,504 Est. Cost $110.04 Unrealized
UNILEVER PLC 0.1%
Value ($000) $630 Shares 11,118 Est. Cost $59.43 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $613 Shares 63,065 Est. Cost $8.96 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value ($000) $606 Shares 9,243 Est. Cost $72.92 Unrealized
DB DEUTSCHE BANK A G 0.1%
Value ($000) $602 Shares 35,336 Est. Cost $14.69 Unrealized +13.9%
RACE FERRARI N V 0.1%
Value ($000) $570 Shares 1,342 Est. Cost $434.56 Unrealized +3.8%
SE SEA LTD 0.1%
Value ($000) $553 Shares 5,210 Est. Cost $71.42 Unrealized
KBR KBR INC 0.1%
Value ($000) $514 Shares 8,867 Est. Cost $62.80 Unrealized 0.0%
INFY INFOSYS LTD 0.1%
Value ($000) $512 Shares 23,370 Est. Cost $22.17 Unrealized
IHG INTERCONTINENTAL HOTELS GROU 0.1%
Value ($000) $512 Shares 4,100 Est. Cost $154.09 Unrealized
IX ORIX CORP 0.1%
Value ($000) $491 Shares 4,622 Est. Cost $87.65 Unrealized
SAP SAP SE 0.1%
Value ($000) $491 Shares 1,993 Est. Cost $229.10 Unrealized
UBS UBS GROUP AG 0.1%
Value ($000) $436 Shares 14,395 Est. Cost $31.70 Unrealized 0.0%
LOGI LOGITECH INTL S A 0.1%
Value ($000) $435 Shares 5,280 Est. Cost $84.88 Unrealized -3.7%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $429 Shares 3,332 Est. Cost $150.56 Unrealized 0.0%
INDA ISHARES TR 0.1%
Value ($000) $396 Shares 7,520 Est. Cost $45.14 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $364 Shares 4,296 Est. Cost $98.81 Unrealized
EWY ISHARES INC 0.1%
Value ($000) $359 Shares 7,061 Est. Cost $61.76 Unrealized
INMD INMODE LTD 0.1%
Value ($000) $346 Shares 20,744 Est. Cost $33.90 Unrealized -47.7%
SKM SK TELECOM CO LTD 0.1%
Value ($000) $345 Shares 16,386 Est. Cost $21.04 Unrealized
ABEV AMBEV SA 0.1%
Value ($000) $297 Shares 160,324 Est. Cost $1.85 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $268 Shares 4,915 Est. Cost $54.50 Unrealized
CRH CRH PLC 0.0%
Value ($000) $233 Shares 2,516 Est. Cost $61.43 Unrealized +55.1%
WF WOORI FINL GROUP INC 0.0%
Value ($000) $215 Shares 6,882 Est. Cost $28.36 Unrealized
NICE NICE LTD 0.0%
Value ($000) $215 Shares 1,266 Est. Cost $191.39 Unrealized
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $199 Shares 14,749 Est. Cost $15.19 Unrealized