TRILLIUM ASSET MANAGEMENT, LLC Diversified Active

CIK: 0000884541 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 13, 2025

Total Value ($000): $3,475,048 (100.0% shares, 0.0% debt)

Holdings (226)

MSFT MICROSOFT CORP 6.2%
Value ($000) $217,100 Shares 578,332 Est. Cost $136.79 Unrealized +196.1%
NVDA NVIDIA CORPORATION 5.0%
Value ($000) $173,029 Shares 1,596,504 Est. Cost $94.25 Unrealized +34.4%
AAPL APPLE INC 4.5%
Value ($000) $155,948 Shares 702,057 Est. Cost $99.30 Unrealized +132.4%
GOOGL ALPHABET INC 3.7%
Value ($000) $126,855 Shares 820,326 Est. Cost $108.16 Unrealized +67.1%
MA MASTERCARD INCORPORATED 2.6%
Value ($000) $90,389 Shares 164,908 Est. Cost $199.89 Unrealized +171.2%
TJX TJX COS INC NEW 2.0%
Value ($000) $69,672 Shares 572,015 Est. Cost $45.91 Unrealized +161.6%
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $61,172 Shares 64,679 Est. Cost $229.16 Unrealized +323.5%
NOW SERVICENOW INC 1.8%
Value ($000) $60,948 Shares 76,554 Est. Cost $113.84 Unrealized +69.3%
PANW PALO ALTO NETWORKS INC 1.7%
Value ($000) $57,822 Shares 338,852 Est. Cost $121.69 Unrealized +52.0%
ECL ECOLAB INC 1.6%
Value ($000) $53,871 Shares 212,493 Est. Cost $145.94 Unrealized +71.0%
NFLX NETFLIX INC 1.4%
Value ($000) $49,075 Shares 52,626 Est. Cost $57.58 Unrealized +65.2%
AZN ASTRAZENECA PLC 1.4%
Value ($000) $47,734 Shares 649,439 Est. Cost $52.58 Unrealized
PNC PNC FINL SVCS GROUP INC 1.4%
Value ($000) $47,680 Shares 271,265 Est. Cost $104.47 Unrealized +75.5%
AWK AMERICAN WTR WKS CO INC NEW 1.3%
Value ($000) $46,333 Shares 314,084 Est. Cost $89.57 Unrealized +44.1%
SPOT SPOTIFY TECHNOLOGY S A 1.3%
Value ($000) $44,368 Shares 80,665 Est. Cost $415.34 Unrealized +34.6%
MKC MCCORMICK & CO INC 1.3%
Value ($000) $44,041 Shares 535,065 Est. Cost $69.79 Unrealized +9.4%
UNILEVER PLC 1.3%
Value ($000) $43,513 Shares 730,702 Est. Cost $55.78 Unrealized
TT TRANE TECHNOLOGIES PLC 1.2%
Value ($000) $42,503 Shares 126,150 Est. Cost $146.60 Unrealized +144.9%
TRV TRAVELERS COMPANIES INC 1.2%
Value ($000) $42,100 Shares 159,190 Est. Cost $117.00 Unrealized +109.7%
CMG CHIPOTLE MEXICAN GRILL INC 1.2%
Value ($000) $41,881 Shares 834,120 Est. Cost $60.23 Unrealized -9.7%
ICE INTERCONTINENTAL EXCHANGE IN 1.2%
Value ($000) $41,876 Shares 242,760 Est. Cost $129.38 Unrealized +25.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value ($000) $40,935 Shares 246,599 Est. Cost $81.45 Unrealized
UNP UNION PAC CORP 1.2%
Value ($000) $40,806 Shares 172,734 Est. Cost $232.67 Unrealized +1.3%
V VISA INC 1.2%
Value ($000) $40,258 Shares 114,869 Est. Cost $175.34 Unrealized +91.8%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $39,940 Shares 80,264 Est. Cost $535.41 Unrealized +0.8%
ETN EATON CORP PLC 1.1%
Value ($000) $38,991 Shares 143,438 Est. Cost $81.10 Unrealized +280.4%
BFAM BRIGHT HORIZONS FAM SOL IN D 1.1%
Value ($000) $37,557 Shares 295,631 Est. Cost $119.76 Unrealized +2.5%
BAC BANK AMERICA CORP 1.1%
Value ($000) $37,545 Shares 899,709 Est. Cost $24.57 Unrealized +77.5%
ASML ASML HOLDING N V 1.1%
Value ($000) $36,955 Shares 55,770 Est. Cost $278.83 Unrealized
SYK STRYKER CORPORATION 1.1%
Value ($000) $36,534 Shares 98,146 Est. Cost $229.13 Unrealized +64.6%
MELI MERCADOLIBRE INC 1.0%
Value ($000) $35,399 Shares 18,145 Est. Cost $1851.79 Unrealized +7.2%
WAB WABTEC 1.0%
Value ($000) $33,620 Shares 185,390 Est. Cost $70.34 Unrealized +171.4%
LULU LULULEMON ATHLETICA INC 0.9%
Value ($000) $32,273 Shares 114,013 Est. Cost $269.90 Unrealized +35.9%
JLL JONES LANG LASALLE INC 0.9%
Value ($000) $31,576 Shares 127,370 Est. Cost $164.75 Unrealized +59.7%
HD HOME DEPOT INC 0.9%
Value ($000) $30,349 Shares 82,811 Est. Cost $124.84 Unrealized +205.0%
LIN LINDE PLC 0.8%
Value ($000) $28,364 Shares 60,915 Est. Cost $324.85 Unrealized +36.8%
PLD PROLOGIS INC. 0.8%
Value ($000) $28,188 Shares 252,149 Est. Cost $87.09 Unrealized +28.4%
VRTX VERTEX PHARMACEUTICALS INC 0.8%
Value ($000) $27,061 Shares 55,816 Est. Cost $456.68 Unrealized +2.0%
VRSK VERISK ANALYTICS INC 0.8%
Value ($000) $26,781 Shares 89,985 Est. Cost $164.90 Unrealized +73.6%
NXPI NXP SEMICONDUCTORS N V 0.7%
Value ($000) $25,750 Shares 135,481 Est. Cost $119.71 Unrealized +75.0%
AZO AUTOZONE INC 0.7%
Value ($000) $24,697 Shares 6,478 Est. Cost $3009.64 Unrealized +14.6%
XYL XYLEM INC 0.7%
Value ($000) $24,697 Shares 206,741 Est. Cost $99.24 Unrealized +23.6%
AFL AFLAC INC 0.7%
Value ($000) $24,559 Shares 220,872 Est. Cost $34.76 Unrealized +199.4%
FERG FERGUSON ENTERPRISES INC 0.7%
Value ($000) $24,254 Shares 151,960 Est. Cost $197.54 Unrealized -13.6%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $24,182 Shares 77,494 Est. Cost $217.46 Unrealized +60.7%
JBHT HUNT J B TRANS SVCS INC 0.7%
Value ($000) $23,845 Shares 161,169 Est. Cost $115.83 Unrealized +40.7%
CDNS CADENCE DESIGN SYSTEM INC 0.7%
Value ($000) $23,212 Shares 91,267 Est. Cost $280.43 Unrealized -0.8%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $22,951 Shares 81,095 Est. Cost $121.91 Unrealized +101.2%
FSLR FIRST SOLAR INC 0.7%
Value ($000) $22,789 Shares 180,255 Est. Cost $95.80 Unrealized +63.0%
PG PROCTER AND GAMBLE CO 0.7%
Value ($000) $22,725 Shares 133,344 Est. Cost $83.32 Unrealized +96.8%
ADBE ADOBE INC 0.6%
Value ($000) $22,432 Shares 58,488 Est. Cost $209.72 Unrealized +104.5%
EQIX EQUINIX INC 0.6%
Value ($000) $22,186 Shares 27,211 Est. Cost $699.67 Unrealized +25.8%
SHOP SHOPIFY INC 0.6%
Value ($000) $21,840 Shares 228,743 Est. Cost $72.33 Unrealized +50.7%
LPLA LPL FINL HLDGS INC 0.6%
Value ($000) $21,794 Shares 66,621 Est. Cost $145.19 Unrealized +139.8%
EWBC EAST WEST BANCORP INC 0.6%
Value ($000) $21,188 Shares 236,056 Est. Cost $42.88 Unrealized +116.3%
AMT AMERICAN TOWER CORP NEW 0.6%
Value ($000) $20,805 Shares 95,609 Est. Cost $185.18 Unrealized +2.3%
ORA ORMAT TECHNOLOGIES INC 0.6%
Value ($000) $20,434 Shares 288,736 Est. Cost $52.25 Unrealized +29.0%
PCTY PAYLOCITY HLDG CORP 0.6%
Value ($000) $19,676 Shares 105,028 Est. Cost $198.04 Unrealized +0.9%
SBUX STARBUCKS CORP 0.6%
Value ($000) $19,624 Shares 200,057 Est. Cost $68.05 Unrealized +48.4%
BKNG BOOKING HOLDINGS INC 0.6%
Value ($000) $19,185 Shares 4,164 Est. Cost $4751.04 Unrealized -0.0%
ALLY ALLY FINL INC 0.5%
Value ($000) $18,937 Shares 519,240 Est. Cost $37.85 Unrealized -6.0%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $18,251 Shares 180,922 Est. Cost $100.70 Unrealized 0.0%
PWR QUANTA SVCS INC 0.5%
Value ($000) $17,758 Shares 69,862 Est. Cost $44.07 Unrealized +554.9%
INTU INTUIT 0.5%
Value ($000) $17,605 Shares 28,674 Est. Cost $616.83 Unrealized -3.1%
FITB FIFTH THIRD BANCORP 0.5%
Value ($000) $17,138 Shares 437,205 Est. Cost $33.49 Unrealized +21.5%
MAR MARRIOTT INTL INC NEW 0.5%
Value ($000) $16,756 Shares 70,344 Est. Cost $187.97 Unrealized +43.3%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $16,454 Shares 147,161 Est. Cost $137.09 Unrealized +17.8%
EHC ENCOMPASS HEALTH CORP 0.5%
Value ($000) $16,289 Shares 160,833 Est. Cost $83.26 Unrealized +16.5%
VMI VALMONT INDS INC 0.5%
Value ($000) $16,119 Shares 56,481 Est. Cost $278.25 Unrealized +17.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.5%
Value ($000) $16,040 Shares 206,674 Est. Cost $95.28 Unrealized -15.4%
ALC ALCON AG 0.4%
Value ($000) $14,600 Shares 153,800 Est. Cost $68.97 Unrealized +29.6%
ELV ELEVANCE HEALTH INC 0.4%
Value ($000) $14,364 Shares 33,023 Est. Cost $338.58 Unrealized +16.5%
SYY SYSCO CORP 0.4%
Value ($000) $14,281 Shares 190,304 Est. Cost $62.65 Unrealized +13.8%
BK BANK NEW YORK MELLON CORP 0.4%
Value ($000) $13,956 Shares 166,398 Est. Cost $43.80 Unrealized +88.5%
NVO NOVO-NORDISK A S 0.4%
Value ($000) $13,849 Shares 199,435 Est. Cost $98.15 Unrealized
MYRG MYR GROUP INC DEL 0.4%
Value ($000) $13,825 Shares 122,252 Est. Cost $139.59 Unrealized -4.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $13,108 Shares 25,027 Est. Cost $472.76 Unrealized +5.7%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $12,999 Shares 73,039 Est. Cost $202.28 Unrealized -10.8%
TREX TREX CO INC 0.4%
Value ($000) $12,826 Shares 220,746 Est. Cost $78.02 Unrealized -16.7%
TTEK TETRA TECH INC NEW 0.4%
Value ($000) $12,752 Shares 435,984 Est. Cost $40.40 Unrealized -16.9%
NVT NVENT ELECTRIC PLC 0.4%
Value ($000) $12,712 Shares 242,505 Est. Cost $74.33 Unrealized -15.9%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $12,619 Shares 178,002 Est. Cost $65.18 Unrealized +5.3%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $12,398 Shares 85,430 Est. Cost $121.07 Unrealized +37.7%
MMSI MERIT MED SYS INC 0.3%
Value ($000) $11,814 Shares 111,757 Est. Cost $65.66 Unrealized +57.1%
LW LAMB WESTON HLDGS INC 0.3%
Value ($000) $11,805 Shares 221,473 Est. Cost $66.01 Unrealized -16.0%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $11,783 Shares 105,156 Est. Cost $60.92 Unrealized +65.0%
MRK MERCK & CO INC 0.3%
Value ($000) $11,533 Shares 128,483 Est. Cost $52.25 Unrealized +72.5%
CYBERARK SOFTWARE LTD 0.3%
Value ($000) $10,975 Shares 32,468 Est. Cost $169.83 Unrealized
TGT TARGET CORP 0.3%
Value ($000) $10,924 Shares 104,679 Est. Cost $109.43 Unrealized +9.9%
DSI ISHARES TR 0.3%
Value ($000) $10,812 Shares 105,571 Est. Cost $100.93 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $10,572 Shares 171,322 Est. Cost $32.26 Unrealized +86.3%
DE DEERE & CO 0.3%
Value ($000) $10,501 Shares 22,374 Est. Cost $446.25 Unrealized +3.4%
URI UNITED RENTALS INC 0.3%
Value ($000) $9,959 Shares 15,892 Est. Cost $780.22 Unrealized -12.6%
BURL BURLINGTON STORES INC 0.3%
Value ($000) $9,738 Shares 40,858 Est. Cost $180.84 Unrealized +43.3%
HXL HEXCEL CORP NEW 0.3%
Value ($000) $9,679 Shares 176,745 Est. Cost $48.21 Unrealized +29.6%
ADSK AUTODESK INC 0.3%
Value ($000) $9,411 Shares 35,950 Est. Cost $161.86 Unrealized +75.7%
JKHY HENRY JACK & ASSOC INC 0.3%
Value ($000) $8,864 Shares 48,546 Est. Cost $157.93 Unrealized +9.2%
BJ BJS WHSL CLUB HLDGS INC 0.3%
Value ($000) $8,828 Shares 77,370 Est. Cost $47.91 Unrealized +114.9%
THG HANOVER INS GROUP INC 0.3%
Value ($000) $8,801 Shares 50,600 Est. Cost $101.69 Unrealized +56.1%
LECO LINCOLN ELEC HLDGS INC 0.2%
Value ($000) $8,536 Shares 45,126 Est. Cost $138.14 Unrealized +42.1%
DT DYNATRACE INC 0.2%
Value ($000) $8,396 Shares 178,082 Est. Cost $48.95 Unrealized +11.8%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $8,302 Shares 18,071 Est. Cost $393.75 Unrealized +13.2%
ALGM ALLEGRO MICROSYSTEMS INC 0.2%
Value ($000) $8,208 Shares 326,592 Est. Cost $28.17 Unrealized -11.4%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $8,167 Shares 31,610 Est. Cost $206.88 Unrealized +32.7%
NKE NIKE INC 0.2%
Value ($000) $8,141 Shares 128,239 Est. Cost $74.40 Unrealized -3.2%
NYT NEW YORK TIMES CO 0.2%
Value ($000) $8,061 Shares 162,529 Est. Cost $35.93 Unrealized +38.1%
WBS WEBSTER FINL CORP 0.2%
Value ($000) $8,001 Shares 155,202 Est. Cost $48.97 Unrealized +13.6%
HDB HDFC BANK LTD 0.2%
Value ($000) $7,890 Shares 118,759 Est. Cost $67.40 Unrealized
SF STIFEL FINL CORP 0.2%
Value ($000) $7,764 Shares 82,359 Est. Cost $56.91 Unrealized +82.9%
TRMB TRIMBLE INC 0.2%
Value ($000) $7,414 Shares 112,922 Est. Cost $51.55 Unrealized +39.5%
SITM SITIME CORP 0.2%
Value ($000) $7,296 Shares 47,732 Est. Cost $159.71 Unrealized +20.1%
RGA REINSURANCE GRP OF AMERICA I 0.2%
Value ($000) $7,015 Shares 35,625 Est. Cost $109.42 Unrealized +89.4%
ICLR ICON PLC 0.2%
Value ($000) $6,618 Shares 37,822 Est. Cost $230.90 Unrealized -16.0%
IHG INTERCONTINENTAL HOTELS GROU 0.2%
Value ($000) $6,344 Shares 57,891 Est. Cost $64.73 Unrealized
ATR APTARGROUP INC 0.2%
Value ($000) $6,273 Shares 42,280 Est. Cost $106.57 Unrealized +39.2%
EGP EASTGROUP PPTYS INC 0.2%
Value ($000) $6,245 Shares 35,452 Est. Cost $149.77 Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.2%
Value ($000) $6,194 Shares 211,831 Est. Cost $23.01 Unrealized +16.3%
MSA MSA SAFETY INC 0.2%
Value ($000) $6,130 Shares 41,793 Est. Cost $141.98 Unrealized +12.3%
PEN PENUMBRA INC 0.2%
Value ($000) $6,108 Shares 22,839 Est. Cost $199.64 Unrealized +35.5%
PLMR PALOMAR HLDGS INC 0.2%
Value ($000) $5,927 Shares 43,236 Est. Cost $101.42 Unrealized +16.8%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $5,721 Shares 33,815 Est. Cost $99.87 Unrealized +62.1%
SXT SENSIENT TECHNOLOGIES CORP 0.2%
Value ($000) $5,509 Shares 74,021 Est. Cost $76.43 Unrealized -4.8%
NXT NEXTRACKER INC 0.2%
Value ($000) $5,383 Shares 127,744 Est. Cost $45.29 Unrealized -1.8%
BAP CREDICORP LTD 0.2%
Value ($000) $5,272 Shares 28,322 Est. Cost $126.84 Unrealized +38.5%
OMCL OMNICELL COM 0.1%
Value ($000) $5,009 Shares 143,273 Est. Cost $70.98 Unrealized -44.1%
NGVT INGEVITY CORP 0.1%
Value ($000) $4,671 Shares 117,980 Est. Cost $58.31 Unrealized -24.1%
CAVA CAVA GROUP INC 0.1%
Value ($000) $4,367 Shares 50,546 Est. Cost $108.42 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.1%
Value ($000) $4,109 Shares 27,038 Est. Cost $132.90 Unrealized +18.0%
ALLE ALLEGION PLC 0.1%
Value ($000) $4,102 Shares 31,443 Est. Cost $124.96 Unrealized +2.9%
CUBE CUBESMART 0.1%
Value ($000) $4,010 Shares 93,909 Est. Cost $46.23 Unrealized
FRPT FRESHPET INC 0.1%
Value ($000) $3,969 Shares 47,717 Est. Cost $86.22 Unrealized +41.9%
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $3,949 Shares 40,370 Est. Cost $90.69 Unrealized +9.5%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $3,887 Shares 10,605 Est. Cost $375.07 Unrealized +1.6%
BMI BADGER METER INC 0.1%
Value ($000) $3,734 Shares 19,629 Est. Cost $207.21 Unrealized 0.0%
CFLT CONFLUENT INC 0.1%
Value ($000) $3,701 Shares 157,875 Est. Cost $22.39 Unrealized +29.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $3,691 Shares 18,304 Est. Cost $164.67 Unrealized +29.3%
CPT CAMDEN PPTY TR 0.1%
Value ($000) $3,667 Shares 29,988 Est. Cost $94.35 Unrealized +20.0%
ETSY ETSY INC 0.1%
Value ($000) $3,578 Shares 75,828 Est. Cost $112.68 Unrealized -54.6%
YETI YETI HLDGS INC 0.1%
Value ($000) $3,248 Shares 98,129 Est. Cost $38.94 Unrealized -7.0%
VITL VITAL FARMS INC 0.1%
Value ($000) $2,776 Shares 91,111 Est. Cost $13.66 Unrealized +163.4%
FISV FISERV INC 0.1%
Value ($000) $2,681 Shares 12,142 Est. Cost $213.35 Unrealized +2.6%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $2,667 Shares 7,726 Est. Cost $313.31 Unrealized 0.0%
ELF E L F BEAUTY INC 0.1%
Value ($000) $2,661 Shares 42,368 Est. Cost $107.75 Unrealized -19.2%
MSCI MSCI INC 0.1%
Value ($000) $2,558 Shares 4,523 Est. Cost $102.61 Unrealized +460.3%
ROG ROGERS CORP 0.1%
Value ($000) $2,557 Shares 37,860 Est. Cost $149.55 Unrealized -42.5%
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $2,534 Shares 10,331 Est. Cost $99.69 Unrealized +151.7%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $2,518 Shares 63,692 Est. Cost $44.10 Unrealized -16.7%
TMDX TRANSMEDICS GROUP INC 0.1%
Value ($000) $2,381 Shares 35,389 Est. Cost $109.04 Unrealized -36.9%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $2,310 Shares 53,351 Est. Cost $56.44 Unrealized -10.3%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $2,255 Shares 9,741 Est. Cost $91.45 Unrealized +138.8%
DAR DARLING INGREDIENTS INC 0.1%
Value ($000) $2,222 Shares 71,115 Est. Cost $52.07 Unrealized -32.8%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $2,109 Shares 3,769 Est. Cost $483.55 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $2,070 Shares 12,484 Est. Cost $127.93 Unrealized +19.2%
GOOG ALPHABET INC 0.1%
Value ($000) $1,992 Shares 12,750 Est. Cost $108.22 Unrealized +68.6%
CVLC MORGAN STANLEY ETF TRUST 0.0%
Value ($000) $1,603 Shares 23,249 Est. Cost $73.06 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1,566 Shares 8,883 Est. Cost $128.75 Unrealized +50.7%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $1,458 Shares 67,760 Est. Cost $30.99 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $1,166 Shares 5,300 Est. Cost $149.69 Unrealized +37.2%
ORCL ORACLE CORP 0.0%
Value ($000) $1,134 Shares 8,112 Est. Cost $49.71 Unrealized +225.0%
CRM SALESFORCE INC 0.0%
Value ($000) $1,064 Shares 3,963 Est. Cost $120.42 Unrealized +156.6%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $989 Shares 3,352 Est. Cost $150.49 Unrealized +99.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $945 Shares 20,832 Est. Cost $34.33 Unrealized +15.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $943 Shares 1,600 Est. Cost $466.18 Unrealized +19.6%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $920 Shares 1,811 Est. Cost $200.00 Unrealized +153.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $845 Shares 7,683 Est. Cost $98.61 Unrealized +14.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $819 Shares 1,537 Est. Cost $305.23 Unrealized +59.3%
ABT ABBOTT LABS 0.0%
Value ($000) $812 Shares 6,120 Est. Cost $91.85 Unrealized +36.6%
CAT CATERPILLAR INC 0.0%
Value ($000) $803 Shares 2,434 Est. Cost $83.63 Unrealized +320.9%
WAT WATERS CORP 0.0%
Value ($000) $757 Shares 2,054 Est. Cost $167.33 Unrealized +131.4%
BALL BALL CORP 0.0%
Value ($000) $702 Shares 13,480 Est. Cost $53.70 Unrealized -3.6%
GE GE AEROSPACE 0.0%
Value ($000) $662 Shares 3,309 Est. Cost $63.12 Unrealized +210.1%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $660 Shares 3,948 Est. Cost $113.57 Unrealized +32.5%
MMM 3M CO 0.0%
Value ($000) $640 Shares 4,360 Est. Cost $110.94 Unrealized +30.3%
AMZN AMAZON COM INC 0.0%
Value ($000) $632 Shares 3,322 Est. Cost $122.60 Unrealized +77.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $632 Shares 2,349 Est. Cost $138.21 Unrealized +111.6%
HOLX HOLOGIC INC 0.0%
Value ($000) $614 Shares 9,943 Est. Cost $76.83 Unrealized -13.8%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $604 Shares 2,429 Est. Cost $102.33 Unrealized +133.9%
CI THE CIGNA GROUP 0.0%
Value ($000) $604 Shares 1,835 Est. Cost $260.32 Unrealized +13.6%
DIS DISNEY WALT CO 0.0%
Value ($000) $587 Shares 5,943 Est. Cost $137.10 Unrealized -22.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $574 Shares 4,824 Est. Cost $74.60 Unrealized +43.7%
ABBV ABBVIE INC 0.0%
Value ($000) $557 Shares 2,659 Est. Cost $83.28 Unrealized +127.4%
META META PLATFORMS INC 0.0%
Value ($000) $547 Shares 949 Est. Cost $299.21 Unrealized +115.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $536 Shares 8,962 Est. Cost $36.02 Unrealized +60.9%
PPG PPG INDS INC 0.0%
Value ($000) $501 Shares 4,580 Est. Cost $80.21 Unrealized +40.4%
ANSYS INC 0.0%
Value ($000) $499 Shares 1,575 Est. Cost $112.58 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $491 Shares 920 Est. Cost $364.61 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $454 Shares 1,982 Est. Cost $198.31 Unrealized +14.7%
HUM HUMANA INC 0.0%
Value ($000) $448 Shares 1,694 Est. Cost $419.12 Unrealized -36.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $433 Shares 4,124 Est. Cost $41.39 Unrealized +133.8%
SUSA ISHARES TR 0.0%
Value ($000) $431 Shares 3,748 Est. Cost $97.23 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $424 Shares 2,041 Est. Cost $60.40 Unrealized +212.3%
IWM ISHARES TR 0.0%
Value ($000) $420 Shares 2,106 Est. Cost $196.63 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $415 Shares 16,376 Est. Cost $28.42 Unrealized -13.1%
PEP PEPSICO INC 0.0%
Value ($000) $405 Shares 2,700 Est. Cost $147.64 Unrealized -2.8%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $399 Shares 3,880 Est. Cost $118.61 Unrealized -6.3%
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $392 Shares 1,428 Est. Cost $212.63 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $385 Shares 4,110 Est. Cost $66.12 Unrealized +32.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $382 Shares 1,223 Est. Cost $178.25 Unrealized +64.3%
BWA BORGWARNER INC 0.0%
Value ($000) $380 Shares 13,271 Est. Cost $34.61 Unrealized -13.5%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $377 Shares 2,100 Est. Cost $126.46 Unrealized +44.1%
BX BLACKSTONE INC 0.0%
Value ($000) $352 Shares 2,516 Est. Cost $99.84 Unrealized +58.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $329 Shares 3,005 Est. Cost $60.91 Unrealized +95.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $325 Shares 4,156 Est. Cost $58.68 Unrealized +32.3%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $325 Shares 2,951 Est. Cost $59.03 Unrealized +79.3%
GWW GRAINGER W W INC 0.0%
Value ($000) $311 Shares 315 Est. Cost $343.14 Unrealized +199.0%
ALL ALLSTATE CORP 0.0%
Value ($000) $291 Shares 1,405 Est. Cost $124.75 Unrealized +53.3%
LOW LOWES COS INC 0.0%
Value ($000) $290 Shares 1,244 Est. Cost $157.57 Unrealized +53.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $289 Shares 947 Est. Cost $164.73 Unrealized +79.3%
AMGN AMGEN INC 0.0%
Value ($000) $284 Shares 911 Est. Cost $139.44 Unrealized +106.0%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $283 Shares 2,421 Est. Cost $92.60 Unrealized +44.6%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $277 Shares 4,089 Est. Cost $52.04 Unrealized +14.8%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $272 Shares 2,197 Est. Cost $89.06 Unrealized +26.8%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $271 Shares 547 Est. Cost $302.56 Unrealized +82.8%
APTV APTIV PLC 0.0%
Value ($000) $267 Shares 4,493 Est. Cost $61.22 Unrealized +3.5%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $260 Shares 4,713 Est. Cost $19.24 Unrealized +180.2%
LLY ELI LILLY & CO 0.0%
Value ($000) $259 Shares 314 Est. Cost $702.49 Unrealized +17.7%
CBRE CBRE GROUP INC 0.0%
Value ($000) $259 Shares 1,979 Est. Cost $109.03 Unrealized +24.6%
DCI DONALDSON INC 0.0%
Value ($000) $242 Shares 3,604 Est. Cost $54.37 Unrealized +25.2%
IYH ISHARES TR 0.0%
Value ($000) $240 Shares 3,940 Est. Cost $98.80 Unrealized
VGSR MANAGER DIRECTED PORTFOLIOS 0.0%
Value ($000) $239 Shares 23,566 Est. Cost $9.93 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $238 Shares 1,930 Est. Cost $103.33 Unrealized +15.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $230 Shares 754 Est. Cost $191.56 Unrealized +81.7%
ACES ALPS ETF TR 0.0%
Value ($000) $229 Shares 10,000 Est. Cost $28.20 Unrealized
GLW CORNING INC 0.0%
Value ($000) $229 Shares 5,010 Est. Cost $40.86 Unrealized +18.8%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $227 Shares 2,519 Est. Cost $92.50 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $221 Shares 3,384 Est. Cost $76.83 Unrealized +1.2%