Strategic Global Advisors, LLC Diversified Active

CIK: 0001580212 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $505,236 (100.0% shares, 0.0% debt)

Holdings (137)

NVDA NVIDIA CORPORATION 4.7%
Value ($000) $23,569 Shares 217,462 Est. Cost $97.92 Unrealized +29.4%
AMZN AMAZON COM INC 4.1%
Value ($000) $20,647 Shares 108,522 Est. Cost $164.00 Unrealized +32.3%
GOOGL ALPHABET INC 3.6%
Value ($000) $18,096 Shares 117,017 Est. Cost $118.53 Unrealized +52.4%
WIX WIX COM LTD 3.4%
Value ($000) $17,392 Shares 106,452 Est. Cost $115.27 Unrealized +80.2%
SPOT SPOTIFY TECHNOLOGY S A 3.4%
Value ($000) $17,254 Shares 31,370 Est. Cost $384.97 Unrealized +45.2%
AAPL APPLE INC 3.0%
Value ($000) $15,395 Shares 69,305 Est. Cost $128.91 Unrealized +79.0%
MSFT MICROSOFT CORP 2.8%
Value ($000) $14,224 Shares 37,891 Est. Cost $246.52 Unrealized +64.3%
META META PLATFORMS INC 2.4%
Value ($000) $12,290 Shares 21,323 Est. Cost $273.89 Unrealized +134.9%
NFLX NETFLIX INC 2.4%
Value ($000) $12,035 Shares 12,906 Est. Cost $61.02 Unrealized +55.8%
V VISA INC 2.2%
Value ($000) $11,250 Shares 32,100 Est. Cost $252.38 Unrealized +33.3%
ICLR ICON PLC 1.7%
Value ($000) $8,742 Shares 49,956 Est. Cost $231.55 Unrealized -16.3%
SNA SNAP ON INC 1.7%
Value ($000) $8,525 Shares 25,296 Est. Cost $209.74 Unrealized +58.2%
MSCI MSCI INC 1.6%
Value ($000) $8,242 Shares 14,574 Est. Cost $526.17 Unrealized +9.3%
AVGO BROADCOM INC 1.6%
Value ($000) $8,048 Shares 48,069 Est. Cost $147.35 Unrealized +42.4%
CHKP CHECK POINT SOFTWARE TECH LT 1.5%
Value ($000) $7,755 Shares 34,025 Est. Cost $116.46 Unrealized +81.9%
GRMN GARMIN LTD 1.4%
Value ($000) $7,233 Shares 33,312 Est. Cost $186.21 Unrealized +14.3%
COST COSTCO WHSL CORP NEW 1.4%
Value ($000) $7,210 Shares 7,623 Est. Cost $922.64 Unrealized +5.2%
GDDY GODADDY INC 1.4%
Value ($000) $6,903 Shares 38,321 Est. Cost $91.24 Unrealized +109.4%
EA ELECTRONIC ARTS INC 1.4%
Value ($000) $6,892 Shares 47,689 Est. Cost $128.56 Unrealized +4.6%
EME EMCOR GROUP INC 1.3%
Value ($000) $6,780 Shares 18,344 Est. Cost $201.48 Unrealized +114.3%
NTB BANK OF NT BUTTERFIELD&SON L 1.3%
Value ($000) $6,743 Shares 173,242 Est. Cost $24.66 Unrealized +49.1%
MCO MOODYS CORP 1.3%
Value ($000) $6,455 Shares 13,861 Est. Cost $478.56 Unrealized 0.0%
CACI CACI INTL INC 1.3%
Value ($000) $6,371 Shares 17,364 Est. Cost $429.73 Unrealized -11.0%
QCOM QUALCOMM INC 1.2%
Value ($000) $6,182 Shares 40,243 Est. Cost $166.07 Unrealized -3.8%
MA MASTERCARD INCORPORATED 1.2%
Value ($000) $6,099 Shares 11,127 Est. Cost $350.38 Unrealized +54.7%
INGR INGREDION INC 1.2%
Value ($000) $5,963 Shares 44,099 Est. Cost $124.97 Unrealized +5.7%
LNG CHENIERE ENERGY INC 1.2%
Value ($000) $5,885 Shares 25,433 Est. Cost $154.63 Unrealized +45.6%
MRK MERCK & CO INC 1.2%
Value ($000) $5,858 Shares 65,262 Est. Cost $116.80 Unrealized -22.8%
NTES NETEASE INC 1.1%
Value ($000) $5,672 Shares 55,114 Est. Cost $77.83 Unrealized
LPLA LPL FINL HLDGS INC 1.1%
Value ($000) $5,496 Shares 16,799 Est. Cost $247.57 Unrealized +40.6%
SE SEA LTD 1.0%
Value ($000) $5,155 Shares 39,507 Est. Cost $122.70 Unrealized
KLAC KLA CORP 1.0%
Value ($000) $5,145 Shares 7,568 Est. Cost $272.99 Unrealized +161.9%
ABBV ABBVIE INC 1.0%
Value ($000) $4,985 Shares 23,792 Est. Cost $103.07 Unrealized +83.7%
APH AMPHENOL CORP NEW 1.0%
Value ($000) $4,962 Shares 75,658 Est. Cost $53.85 Unrealized +25.8%
LDOS LEIDOS HOLDINGS INC 1.0%
Value ($000) $4,936 Shares 36,576 Est. Cost $130.42 Unrealized +6.0%
WFC WELLS FARGO CO NEW 1.0%
Value ($000) $4,925 Shares 68,607 Est. Cost $73.70 Unrealized 0.0%
ADSK AUTODESK INC 0.9%
Value ($000) $4,697 Shares 17,943 Est. Cost $210.24 Unrealized +35.3%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $4,628 Shares 41,305 Est. Cost $75.67 Unrealized +32.9%
TJX TJX COS INC NEW 0.9%
Value ($000) $4,415 Shares 36,245 Est. Cost $117.72 Unrealized +2.0%
RMD RESMED INC 0.8%
Value ($000) $4,286 Shares 19,147 Est. Cost $226.83 Unrealized +2.1%
GEN GEN DIGITAL INC 0.8%
Value ($000) $4,275 Shares 161,096 Est. Cost $26.43 Unrealized +2.1%
IDXX IDEXX LABS INC 0.8%
Value ($000) $4,001 Shares 9,527 Est. Cost $531.63 Unrealized -18.3%
APP APPLOVIN CORP 0.8%
Value ($000) $3,921 Shares 14,798 Est. Cost $36.29 Unrealized +849.5%
IT GARTNER INC 0.8%
Value ($000) $3,909 Shares 9,312 Est. Cost $329.07 Unrealized +49.8%
HIG HARTFORD INSURANCE GROUP INC 0.7%
Value ($000) $3,763 Shares 30,409 Est. Cost $74.14 Unrealized +52.3%
AZO AUTOZONE INC 0.7%
Value ($000) $3,630 Shares 952 Est. Cost $2970.11 Unrealized +16.2%
AIZ ASSURANT INC 0.7%
Value ($000) $3,625 Shares 17,282 Est. Cost $170.54 Unrealized +20.8%
DOLE DOLE PLC 0.7%
Value ($000) $3,592 Shares 248,610 Est. Cost $11.91 Unrealized +14.7%
PINS PINTEREST INC 0.7%
Value ($000) $3,569 Shares 115,120 Est. Cost $33.86 Unrealized +0.1%
EXEL EXELIXIS INC 0.7%
Value ($000) $3,471 Shares 94,011 Est. Cost $22.63 Unrealized +57.5%
SPG SIMON PPTY GROUP INC NEW 0.6%
Value ($000) $3,257 Shares 19,609 Est. Cost $97.79 Unrealized +70.6%
CRM SALESFORCE INC 0.6%
Value ($000) $2,972 Shares 11,074 Est. Cost $309.01 Unrealized 0.0%
CW CURTISS WRIGHT CORP 0.6%
Value ($000) $2,881 Shares 9,082 Est. Cost $336.76 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.6%
Value ($000) $2,780 Shares 16,535 Est. Cost $141.78 Unrealized +27.5%
ITRN ITURAN LOCATION AND CONTROL 0.5%
Value ($000) $2,676 Shares 74,005 Est. Cost $27.59 Unrealized +30.7%
UNM UNUM GROUP 0.5%
Value ($000) $2,556 Shares 31,374 Est. Cost $44.94 Unrealized +71.6%
TPL TEXAS PACIFIC LAND CORPORATI 0.5%
Value ($000) $2,544 Shares 1,920 Est. Cost $443.26 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.5%
Value ($000) $2,537 Shares 2,148 Est. Cost $1262.86 Unrealized +1.1%
GRAB GRAB HOLDINGS LIMITED 0.5%
Value ($000) $2,536 Shares 559,800 Est. Cost $4.67 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.5%
Value ($000) $2,519 Shares 17,359 Est. Cost $179.18 Unrealized -7.0%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $2,490 Shares 22,274 Est. Cost $143.63 Unrealized +12.5%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $2,454 Shares 33,676 Est. Cost $63.39 Unrealized +13.6%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2,453 Shares 40,222 Est. Cost $57.96 Unrealized -4.3%
MSI MOTOROLA SOLUTIONS INC 0.5%
Value ($000) $2,350 Shares 5,368 Est. Cost $441.57 Unrealized 0.0%
BPOP POPULAR INC 0.5%
Value ($000) $2,326 Shares 25,179 Est. Cost $69.76 Unrealized +36.0%
VRT VERTIV HOLDINGS CO 0.4%
Value ($000) $2,248 Shares 31,135 Est. Cost $91.95 Unrealized +15.6%
ADBE ADOBE INC 0.4%
Value ($000) $2,207 Shares 5,755 Est. Cost $373.26 Unrealized +14.9%
NBIX NEUROCRINE BIOSCIENCES INC 0.4%
Value ($000) $2,193 Shares 19,830 Est. Cost $136.39 Unrealized -7.1%
G GENPACT LIMITED 0.4%
Value ($000) $2,158 Shares 42,830 Est. Cost $49.07 Unrealized 0.0%
RIO RIO TINTO PLC 0.4%
Value ($000) $2,124 Shares 35,350 Est. Cost $67.66 Unrealized
DCI DONALDSON INC 0.4%
Value ($000) $2,079 Shares 31,006 Est. Cost $68.06 Unrealized 0.0%
AYI ACUITY INC 0.4%
Value ($000) $2,027 Shares 7,698 Est. Cost $257.80 Unrealized +17.0%
FIX COMFORT SYS USA INC 0.4%
Value ($000) $1,941 Shares 6,021 Est. Cost $332.54 Unrealized +20.9%
TNK TEEKAY TANKERS LTD 0.4%
Value ($000) $1,888 Shares 49,337 Est. Cost $44.39 Unrealized -12.1%
DBX DROPBOX INC 0.4%
Value ($000) $1,874 Shares 70,176 Est. Cost $27.61 Unrealized +5.3%
MTG MGIC INVT CORP WIS 0.4%
Value ($000) $1,780 Shares 71,846 Est. Cost $24.22 Unrealized 0.0%
DOCU DOCUSIGN INC 0.4%
Value ($000) $1,775 Shares 21,801 Est. Cost $47.92 Unrealized +82.8%
ZM ZOOM COMMUNICATIONS INC 0.3%
Value ($000) $1,721 Shares 23,327 Est. Cost $66.73 Unrealized +19.4%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,707 Shares 40,841 Est. Cost $31.23 Unrealized +27.8%
FFIV F5 INC 0.3%
Value ($000) $1,679 Shares 6,306 Est. Cost $187.22 Unrealized +49.4%
CART MAPLEBEAR INC 0.3%
Value ($000) $1,663 Shares 41,702 Est. Cost $44.42 Unrealized 0.0%
DOCS DOXIMITY INC 0.3%
Value ($000) $1,587 Shares 27,340 Est. Cost $48.96 Unrealized +29.0%
CBRE CBRE GROUP INC 0.3%
Value ($000) $1,582 Shares 12,093 Est. Cost $91.07 Unrealized +49.2%
TDC TERADATA CORP DEL 0.3%
Value ($000) $1,558 Shares 69,323 Est. Cost $31.29 Unrealized -13.6%
RITM RITHM CAPITAL CORP 0.3%
Value ($000) $1,509 Shares 131,821 Est. Cost $11.14 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $1,460 Shares 1,019 Est. Cost $64.37 Unrealized +35.1%
UHS UNIVERSAL HLTH SVCS INC 0.3%
Value ($000) $1,401 Shares 7,455 Est. Cost $181.70 Unrealized 0.0%
GMED GLOBUS MED INC 0.3%
Value ($000) $1,396 Shares 19,072 Est. Cost $78.87 Unrealized +4.8%
NVS NOVARTIS AG 0.3%
Value ($000) $1,395 Shares 12,515 Est. Cost $103.54 Unrealized
TAP MOLSON COORS BEVERAGE CO 0.3%
Value ($000) $1,373 Shares 22,549 Est. Cost $59.70 Unrealized -6.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,355 Shares 8,163 Est. Cost $93.96 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.3%
Value ($000) $1,340 Shares 10,794 Est. Cost $132.81 Unrealized -1.8%
DOX AMDOCS LTD 0.3%
Value ($000) $1,297 Shares 14,178 Est. Cost $85.15 Unrealized +0.0%
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value ($000) $1,287 Shares 19,300 Est. Cost $66.60 Unrealized
MAT MATTEL INC 0.3%
Value ($000) $1,273 Shares 65,540 Est. Cost $18.16 Unrealized +9.2%
BHP BHP GROUP LTD 0.2%
Value ($000) $1,250 Shares 25,760 Est. Cost $56.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,226 Shares 8,623 Est. Cost $134.19 Unrealized -3.3%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,206 Shares 18,490 Est. Cost $67.64 Unrealized +14.9%
VICI VICI PPTYS INC 0.2%
Value ($000) $1,199 Shares 36,760 Est. Cost $27.14 Unrealized +7.4%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,187 Shares 2,336 Est. Cost $503.12 Unrealized +0.9%
INFY INFOSYS LTD 0.2%
Value ($000) $1,161 Shares 63,590 Est. Cost $19.69 Unrealized
SHW SHERWIN WILLIAMS CO 0.2%
Value ($000) $1,146 Shares 3,281 Est. Cost $269.78 Unrealized +29.0%
MEDP MEDPACE HLDGS INC 0.2%
Value ($000) $1,132 Shares 3,715 Est. Cost $277.76 Unrealized +21.1%
JHG JANUS HENDERSON GROUP PLC 0.2%
Value ($000) $1,101 Shares 30,467 Est. Cost $42.39 Unrealized -2.8%
ACI ALBERTSONS COS INC 0.2%
Value ($000) $1,037 Shares 47,161 Est. Cost $12.57 Unrealized +58.9%
SONY SONY GROUP CORP 0.2%
Value ($000) $998 Shares 39,315 Est. Cost $20.18 Unrealized
CROX CROCS INC 0.2%
Value ($000) $930 Shares 8,759 Est. Cost $104.33 Unrealized -0.7%
SHEL SHELL PLC 0.2%
Value ($000) $930 Shares 12,687 Est. Cost $86.27 Unrealized
HWM HOWMET AEROSPACE INC 0.2%
Value ($000) $922 Shares 7,110 Est. Cost $126.73 Unrealized 0.0%
NWG NATWEST GROUP PLC 0.2%
Value ($000) $890 Shares 74,692 Est. Cost $7.76 Unrealized
UNILEVER PLC 0.2%
Value ($000) $855 Shares 14,366 Est. Cost $59.46 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.2%
Value ($000) $842 Shares 61,824 Est. Cost $8.96 Unrealized
IQV IQVIA HLDGS INC 0.2%
Value ($000) $823 Shares 4,668 Est. Cost $203.74 Unrealized -4.8%
WFRD WEATHERFORD INTL PLC 0.1%
Value ($000) $726 Shares 13,563 Est. Cost $104.96 Unrealized -39.6%
DB DEUTSCHE BANK A G 0.1%
Value ($000) $721 Shares 30,239 Est. Cost $14.69 Unrealized +39.0%
WAB WABTEC 0.1%
Value ($000) $686 Shares 3,780 Est. Cost $190.90 Unrealized 0.0%
SGHC SUPER GROUP SGHC LIMITED 0.1%
Value ($000) $654 Shares 101,560 Est. Cost $7.18 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $652 Shares 6,232 Est. Cost $135.09 Unrealized -13.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $568 Shares 4,296 Est. Cost $98.81 Unrealized
RACE FERRARI N V 0.1%
Value ($000) $563 Shares 1,316 Est. Cost $434.56 Unrealized +3.5%
IHG INTERCONTINENTAL HOTELS GROU 0.1%
Value ($000) $531 Shares 4,841 Est. Cost $147.28 Unrealized
SAP SAP SE 0.1%
Value ($000) $525 Shares 1,955 Est. Cost $229.10 Unrealized
NVO NOVO-NORDISK A S 0.1%
Value ($000) $510 Shares 7,343 Est. Cost $110.04 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $476 Shares 718 Est. Cost $741.49 Unrealized
IX ORIX CORP 0.1%
Value ($000) $472 Shares 22,604 Est. Cost $34.54 Unrealized
LOGI LOGITECH INTL S A 0.1%
Value ($000) $435 Shares 5,148 Est. Cost $84.88 Unrealized +9.3%
WF WOORI FINL GROUP INC 0.1%
Value ($000) $427 Shares 12,792 Est. Cost $30.68 Unrealized
HSBC HSBC HLDGS PLC 0.1%
Value ($000) $390 Shares 6,792 Est. Cost $57.43 Unrealized
INDA ISHARES TR 0.1%
Value ($000) $387 Shares 7,520 Est. Cost $45.14 Unrealized
ABEV AMBEV SA 0.1%
Value ($000) $375 Shares 161,030 Est. Cost $1.85 Unrealized
INMD INMODE LTD 0.1%
Value ($000) $368 Shares 20,744 Est. Cost $33.90 Unrealized -46.9%
SKM SK TELECOM CO LTD 0.1%
Value ($000) $348 Shares 16,386 Est. Cost $21.04 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $311 Shares 4,803 Est. Cost $54.50 Unrealized
QIAGEN NV 0.1%
Value ($000) $305 Shares 7,591 Est. Cost $40.15 Unrealized
VIPS VIPSHOP HLDGS LTD 0.0%
Value ($000) $231 Shares 14,749 Est. Cost $15.19 Unrealized
FUTU FUTU HLDGS LTD 0.0%
Value ($000) $222 Shares 2,171 Est. Cost $102.35 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $214 Shares 2,915 Est. Cost $72.92 Unrealized