OSTERWEIS CAPITAL MANAGEMENT INC Diversified Active

Location: San Francisco, CA

CIK: 0001007524 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Jun 5, 2025

Total Value: $2.026B (73.2% shares, 26.8% debt)

Holdings (337)

LYFT INC 4.2%
Value $84.9M Shares 84,881,000 Est. Cost Unrealized
MSFT MICROSOFT CORP 3.8%
Value $76.67M Shares 204,234 Est. Cost Unrealized
GOOG ALPHABET INC 3.7%
Value $75.58M Shares 483,754 Est. Cost Unrealized
AIRBNB INC 3.3%
Value $67.71M Shares 70,750,000 Est. Cost Unrealized
CABLE ONE INC 3.2%
Value $65.84M Shares 69,305,000 Est. Cost Unrealized
AMZN AMAZON COM INC 3.1%
Value $63.69M Shares 334,765 Est. Cost Unrealized
WIX COM LTD 2.5%
Value $51.03M Shares 51,943,000 Est. Cost Unrealized
V VISA INC 2.4%
Value $48.35M Shares 137,963 Est. Cost Unrealized
HAEMONETICS CORP MASS 2.3%
Value $46.6M Shares 48,570,000 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 2.2%
Value $44.81M Shares 85,563 Est. Cost Unrealized
AZO AUTOZONE INC 2.2%
Value $44.14M Shares 11,576 Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 2.1%
Value $43.25M Shares 293,206 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 2.0%
Value $40.84M Shares 209,225 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value $38.54M Shares 77,455 Est. Cost Unrealized
BRO BROWN & BROWN INC 1.8%
Value $37.44M Shares 300,979 Est. Cost Unrealized
EGP EASTGROUP PPTYS INC 1.8%
Value $37.43M Shares 212,509 Est. Cost Unrealized
PGR PROGRESSIVE CORP 1.8%
Value $37M Shares 130,747 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value $36.75M Shares 339,121 Est. Cost Unrealized
LENDINGTREE INC 1.7%
Value $34.17M Shares 34,642,000 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO. 1.7%
Value $33.95M Shares 138,416 Est. Cost Unrealized
ADI ANALOG DEVICES INC 1.6%
Value $32.3M Shares 160,141 Est. Cost Unrealized
APD AIR PRODS & CHEMS INC 1.5%
Value $31.32M Shares 106,193 Est. Cost Unrealized
ROST ROSS STORES INC 1.5%
Value $31.21M Shares 244,246 Est. Cost Unrealized
CRM SALESFORCE INC 1.5%
Value $31.03M Shares 115,614 Est. Cost Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 1.5%
Value $30.65M Shares 204,661 Est. Cost Unrealized
PACIRA BIOSCIENCES INC 1.5%
Value $29.91M Shares 30,327,000 Est. Cost Unrealized
BSX BOSTON SCIENTIFIC CORP 1.4%
Value $28.18M Shares 279,343 Est. Cost Unrealized
WAYFAIR INC 1.4%
Value $27.86M Shares 28,579,000 Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC 1.3%
Value $26.78M Shares 167,164 Est. Cost Unrealized
INTU INTUIT 1.3%
Value $26.49M Shares 43,151 Est. Cost Unrealized
DHR DANAHER CORPORATION 1.3%
Value $26.35M Shares 128,535 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 1.3%
Value $25.98M Shares 124,107 Est. Cost Unrealized
LAMR LAMAR ADVERTISING CO NEW 1.1%
Value $23.29M Shares 204,677 Est. Cost Unrealized
AVGO BROADCOM INC 1.1%
Value $22.52M Shares 134,501 Est. Cost Unrealized
EZCORP INC 1.1%
Value $21.4M Shares 21,388,000 Est. Cost Unrealized
DE DEERE & CO 1.0%
Value $19.35M Shares 41,227 Est. Cost Unrealized
AME AMETEK INC 1.0%
Value $19.28M Shares 112,007 Est. Cost Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.9%
Value $18.85M Shares 113,908 Est. Cost Unrealized
BA BOEING CO 0.9%
Value $18.74M Shares 109,881 Est. Cost Unrealized
FSV FIRSTSERVICE CORP NEW 0.9%
Value $18.54M Shares 111,728 Est. Cost Unrealized
OKTA INC 0.9%
Value $17.43M Shares 17,721,000 Est. Cost Unrealized
CVCO CAVCO INDS INC DEL 0.9%
Value $17.32M Shares 33,337 Est. Cost Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.9%
Value $17.31M Shares 92,402 Est. Cost Unrealized
LTH LIFE TIME GROUP HOLDINGS INC 0.9%
Value $17.31M Shares 573,255 Est. Cost Unrealized
MGY MAGNOLIA OIL & GAS CORP 0.8%
Value $16.21M Shares 641,637 Est. Cost Unrealized
NVO NOVO-NORDISK A S 0.8%
Value $15.88M Shares 228,690 Est. Cost Unrealized
TECH BIO-TECHNE CORP 0.8%
Value $15.64M Shares 266,691 Est. Cost Unrealized
RMBS RAMBUS INC DEL 0.7%
Value $14.82M Shares 286,305 Est. Cost Unrealized
META META PLATFORMS INC 0.7%
Value $14.61M Shares 25,348 Est. Cost Unrealized
ALARM COM HLDGS INC 0.7%
Value $14.41M Shares 15,000,000 Est. Cost Unrealized
CNMD CONMED CORP 0.7%
Value $13.76M Shares 227,805 Est. Cost Unrealized
LAD LITHIA MTRS INC 0.6%
Value $12.66M Shares 43,124 Est. Cost Unrealized
GH GUARDANT HEALTH INC 0.6%
Value $12.63M Shares 296,571 Est. Cost Unrealized
SKECHERS U S A INC 0.6%
Value $12.22M Shares 215,130 Est. Cost Unrealized
VITL VITAL FARMS INC 0.6%
Value $11.51M Shares 377,595 Est. Cost Unrealized
MOD MODINE MFG CO 0.6%
Value $11.44M Shares 149,082 Est. Cost Unrealized
JAMF HLDG CORP 0.5%
Value $10.95M Shares 11,600,000 Est. Cost Unrealized
AAPL APPLE INC 0.5%
Value $10.51M Shares 47,302 Est. Cost Unrealized
PRCT PROCEPT BIOROBOTICS CORP 0.5%
Value $10.12M Shares 173,735 Est. Cost Unrealized
ZIFF DAVIS INC 0.5%
Value $9.979M Shares 10,595,000 Est. Cost Unrealized
FRPT FRESHPET INC 0.5%
Value $9.783M Shares 117,630 Est. Cost Unrealized
JBT MAREL CORPORATION 0.5%
Value $9.723M Shares 9,700,000 Est. Cost Unrealized
NVS NOVARTIS AG 0.5%
Value $9.72M Shares 87,194 Est. Cost Unrealized
KVYO KLAVIYO INC 0.5%
Value $9.72M Shares 321,213 Est. Cost Unrealized
ATRC ATRICURE INC 0.5%
Value $9.536M Shares 295,605 Est. Cost Unrealized
AGYS AGILYSYS INC 0.5%
Value $9.339M Shares 128,740 Est. Cost Unrealized
RGEN REPLIGEN CORP 0.5%
Value $9.259M Shares 72,765 Est. Cost Unrealized
LLY ELI LILLY & CO 0.5%
Value $9.254M Shares 11,205 Est. Cost Unrealized
CWAN CLEARWATER ANALYTICS HLDGS I 0.4%
Value $9.01M Shares 336,195 Est. Cost Unrealized
VERX VERTEX INC 0.4%
Value $8.744M Shares 249,760 Est. Cost Unrealized
RELY REMITLY GLOBAL INC 0.4%
Value $7.566M Shares 363,750 Est. Cost Unrealized
JAZZ INVESTMENTS I LTD 0.4%
Value $7.271M Shares 7,000,000 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 0.3%
Value $7.082M Shares 55,915 Est. Cost Unrealized
FOLD AMICUS THERAPEUTICS INC 0.3%
Value $6.73M Shares 824,740 Est. Cost Unrealized
ENSG ENSIGN GROUP INC 0.3%
Value $6.623M Shares 51,185 Est. Cost Unrealized
ETSY INC 0.3%
Value $6.605M Shares 7,750,000 Est. Cost Unrealized
DUOL DUOLINGO INC 0.3%
Value $6.478M Shares 20,860 Est. Cost Unrealized
S SENTINELONE INC 0.3%
Value $5.948M Shares 327,159 Est. Cost Unrealized
GKOS GLAUKOS CORP 0.3%
Value $5.82M Shares 59,133 Est. Cost Unrealized
TRNS TRANSCAT INC 0.3%
Value $5.545M Shares 74,483 Est. Cost Unrealized
INSP INSPIRE MED SYS INC 0.3%
Value $5.279M Shares 33,143 Est. Cost Unrealized
ACMR ACM RESH INC 0.2%
Value $4.891M Shares 209,561 Est. Cost Unrealized
ALGM ALLEGRO MICROSYSTEMS INC 0.2%
Value $4.506M Shares 179,290 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $3.992M Shares 5 Est. Cost Unrealized
ADSK AUTODESK INC 0.2%
Value $3.943M Shares 15,060 Est. Cost Unrealized
WEAV WEAVE COMMUNICATIONS INC 0.2%
Value $3.833M Shares 345,610 Est. Cost Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.2%
Value $3.394M Shares 33,811 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $3.339M Shares 6,270 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $2.998M Shares 87,815 Est. Cost Unrealized
FORD MTR CO 0.1%
Value $2.945M Shares 3,000,000 Est. Cost Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $2.888M Shares 16,944 Est. Cost Unrealized
SCHB SCHWAB STRATEGIC TR 0.1%
Value $2.75M Shares 127,751 Est. Cost Unrealized
FICO FAIR ISAAC CORP 0.1%
Value $2.659M Shares 1,442 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $1.909M Shares 3,715 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.558M Shares 6,265 Est. Cost Unrealized
WDAY WORKDAY INC 0.1%
Value $1.401M Shares 6,000 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $1.263M Shares 10,617 Est. Cost Unrealized
ESS ESSEX PPTY TR INC 0.1%
Value $1.226M Shares 4,000 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.159M Shares 6,986 Est. Cost Unrealized
UNP UNION PAC CORP 0.0%
Value $910K Shares 3,853 Est. Cost Unrealized
ABBV ABBVIE INC 0.0%
Value $905K Shares 4,321 Est. Cost Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $888K Shares 10,517 Est. Cost Unrealized
GOOGL ALPHABET INC 0.0%
Value $760K Shares 4,912 Est. Cost Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 0.0%
Value $655K Shares 25,663 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $618K Shares 2,993 Est. Cost Unrealized
IGM ISHARES TR 0.0%
Value $582K Shares 6,418 Est. Cost Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value $503K Shares 532 Est. Cost Unrealized
HYS PIMCO ETF TR 0.0%
Value $503K Shares 5,370 Est. Cost Unrealized
ISTB ISHARES TR 0.0%
Value $435K Shares 9,000 Est. Cost Unrealized
ABT ABBOTT LABS 0.0%
Value $383K Shares 2,885 Est. Cost Unrealized
MRK MERCK & CO INC 0.0%
Value $379K Shares 4,218 Est. Cost Unrealized
WRB BERKLEY W R CORP 0.0%
Value $376K Shares 5,290 Est. Cost Unrealized
HD HOME DEPOT INC 0.0%
Value $376K Shares 1,027 Est. Cost Unrealized
CR CRANE COMPANY 0.0%
Value $306K Shares 2,000 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value $295K Shares 2,990 Est. Cost Unrealized
FISV FISERV INC 0.0%
Value $291K Shares 1,318 Est. Cost Unrealized
NOBL PROSHARES TR 0.0%
Value $268K Shares 2,620 Est. Cost Unrealized
ORCL ORACLE CORP 0.0%
Value $260K Shares 1,860 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $232K Shares 863 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $217K Shares 3,566 Est. Cost Unrealized
ABNB AIRBNB INC 0.0%
Value $205K Shares 1,720 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $203K Shares 785 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $183K Shares 360 Est. Cost Unrealized
HEI HEICO CORP NEW 0.0%
Value $179K Shares 671 Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $175K Shares 507 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $175K Shares 826 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $170K Shares 2,736 Est. Cost Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value $164K Shares 595 Est. Cost Unrealized
SCHM SCHWAB STRATEGIC TR 0.0%
Value $161K Shares 6,132 Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $154K Shares 1,984 Est. Cost Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $147K Shares 1,522 Est. Cost Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value $145K Shares 841 Est. Cost Unrealized
KVUE KENVUE INC 0.0%
Value $143K Shares 5,970 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value $143K Shares 1,993 Est. Cost Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $142K Shares 253 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $139K Shares 586 Est. Cost Unrealized
NOW SERVICENOW INC 0.0%
Value $131K Shares 164 Est. Cost Unrealized
PLD PROLOGIS INC. 0.0%
Value $116K Shares 1,040 Est. Cost Unrealized
FNDA SCHWAB STRATEGIC TR 0.0%
Value $109K Shares 3,972 Est. Cost Unrealized
NFLX NETFLIX INC 0.0%
Value $97,916 Shares 105 Est. Cost Unrealized
SMMT SUMMIT THERAPEUTICS INC 0.0%
Value $96,450 Shares 5,000 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $91,714 Shares 935 Est. Cost Unrealized
RTX RTX CORPORATION 0.0%
Value $86,496 Shares 653 Est. Cost Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $85,054 Shares 1,817 Est. Cost Unrealized
LYFT LYFT INC 0.0%
Value $72,395 Shares 6,099 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $70,235 Shares 602 Est. Cost Unrealized
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $69,884 Shares 2,390 Est. Cost Unrealized
CXT CRANE NXT CO 0.0%
Value $67,848 Shares 1,320 Est. Cost Unrealized
ECL ECOLAB INC 0.0%
Value $60,845 Shares 240 Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $59,046 Shares 50 Est. Cost Unrealized
IVV ISHARES TR 0.0%
Value $56,190 Shares 100 Est. Cost Unrealized
RS RELIANCE INC 0.0%
Value $53,996 Shares 187 Est. Cost Unrealized
EFX EQUIFAX INC 0.0%
Value $51,148 Shares 210 Est. Cost Unrealized
CNTA CENTESSA PHARMACEUTICALS PLC 0.0%
Value $47,109 Shares 3,276 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $45,651 Shares 520 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $45,537 Shares 123 Est. Cost Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value $38,486 Shares 329 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $38,009 Shares 122 Est. Cost Unrealized
NFGC NEW FOUND GOLD CORP 0.0%
Value $37,500 Shares 31,250 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value $36,735 Shares 245 Est. Cost Unrealized
SNAP SNAP INC 0.0%
Value $34,840 Shares 4,000 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value $34,098 Shares 468 Est. Cost Unrealized
ALGN ALIGN TECHNOLOGY INC 0.0%
Value $33,519 Shares 211 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $31,717 Shares 137 Est. Cost Unrealized
AVTR AVANTOR INC 0.0%
Value $30,572 Shares 1,886 Est. Cost Unrealized
CVX CHEVRON CORP NEW 0.0%
Value $29,276 Shares 175 Est. Cost Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $28,652 Shares 20 Est. Cost Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value $26,316 Shares 255 Est. Cost Unrealized
PLSE PULSE BIOSCIENCES INC 0.0%
Value $16,090 Shares 1,000 Est. Cost Unrealized
CPRT COPART INC 0.0%
Value $15,279 Shares 270 Est. Cost Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.0%
Value $14,629 Shares 1,175 Est. Cost Unrealized
POOL POOL CORP 0.0%
Value $13,052 Shares 41 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $11,746 Shares 164 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $7,212 Shares 83 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $5,481 Shares 10 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.0%
Value $5,425 Shares 130 Est. Cost Unrealized
T AT&T INC 0.0%
Value $3,959 Shares 140 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $3,703 Shares 60 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $2,495 Shares 55 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $2,481 Shares 35 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $2,381 Shares 15 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $2,241 Shares 20 Est. Cost Unrealized
PFE PFIZER INC 0.0%
Value $2,154 Shares 85 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value $2,130 Shares 30 Est. Cost Unrealized
DTE DTE ENERGY CO 0.0%
Value $2,074 Shares 15 Est. Cost Unrealized
KELLANOVA 0.0%
Value $2,062 Shares 25 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $2,055 Shares 20 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $2,036 Shares 30 Est. Cost Unrealized
GE GE AEROSPACE 0.0%
Value $2,002 Shares 10 Est. Cost Unrealized
ADBE ADOBE INC 0.0%
Value $1,918 Shares 5 Est. Cost Unrealized
TJX TJX COS INC NEW 0.0%
Value $1,827 Shares 15 Est. Cost Unrealized
GRNY TIDAL ETF TR 0.0%
Value $1,818 Shares 100 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $1,797 Shares 10 Est. Cost Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $1,725 Shares 10 Est. Cost Unrealized
EVRG EVERGY INC 0.0%
Value $1,724 Shares 25 Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $1,703 Shares 75 Est. Cost Unrealized
APH AMPHENOL CORP NEW 0.0%
Value $1,640 Shares 25 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $1,566 Shares 20 Est. Cost Unrealized
MCD MCDONALDS CORP 0.0%
Value $1,562 Shares 5 Est. Cost Unrealized
PHM PULTE GROUP INC 0.0%
Value $1,542 Shares 15 Est. Cost Unrealized
QCOM QUALCOMM INC 0.0%
Value $1,536 Shares 10 Est. Cost Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value $1,517 Shares 75 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $1,476 Shares 40 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $1,451 Shares 10 Est. Cost Unrealized
SO SOUTHERN CO 0.0%
Value $1,379 Shares 15 Est. Cost Unrealized
TMUS T-MOBILE US INC 0.0%
Value $1,334 Shares 5 Est. Cost Unrealized
CME CME GROUP INC 0.0%
Value $1,326 Shares 5 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $1,322 Shares 5 Est. Cost Unrealized
GL GLOBE LIFE INC 0.0%
Value $1,317 Shares 10 Est. Cost Unrealized
EOG EOG RES INC 0.0%
Value $1,282 Shares 10 Est. Cost Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $1,255 Shares 25 Est. Cost Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value $1,254 Shares 30 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $1,240 Shares 5 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value $1,235 Shares 10 Est. Cost Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value $1,234 Shares 25 Est. Cost Unrealized
CFG CITIZENS FINL GROUP INC 0.0%
Value $1,229 Shares 30 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $1,220 Shares 10 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $1,220 Shares 5 Est. Cost Unrealized
NEM NEWMONT CORP 0.0%
Value $1,207 Shares 25 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.0%
Value $1,200 Shares 20 Est. Cost Unrealized
EIX EDISON INTL 0.0%
Value $1,178 Shares 20 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $1,166 Shares 5 Est. Cost Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $1,138 Shares 5 Est. Cost Unrealized
DVN DEVON ENERGY CORP NEW 0.0%
Value $1,122 Shares 30 Est. Cost Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value $1,100 Shares 10 Est. Cost Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $1,093 Shares 10 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $1,091 Shares 15 Est. Cost Unrealized
PPL PPL CORP 0.0%
Value $1,083 Shares 30 Est. Cost Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value $1,059 Shares 20 Est. Cost Unrealized
TPR TAPESTRY INC 0.0%
Value $1,056 Shares 15 Est. Cost Unrealized
USB US BANCORP DEL 0.0%
Value $1,056 Shares 25 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value $1,039 Shares 5 Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $1,035 Shares 5 Est. Cost Unrealized
CTAS CINTAS CORP 0.0%
Value $1,028 Shares 5 Est. Cost Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value $1,027 Shares 30 Est. Cost Unrealized
CVS CVS HEALTH CORP 0.0%
Value $1,016 Shares 15 Est. Cost Unrealized
OKE ONEOK INC NEW 0.0%
Value $992 Shares 10 Est. Cost Unrealized
FTNT FORTINET INC 0.0%
Value $963 Shares 10 Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $952 Shares 15 Est. Cost Unrealized
ES EVERSOURCE ENERGY 0.0%
Value $932 Shares 15 Est. Cost Unrealized
CNC CENTENE CORP DEL 0.0%
Value $911 Shares 15 Est. Cost Unrealized
WMB WILLIAMS COS INC 0.0%
Value $896 Shares 15 Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $883 Shares 30 Est. Cost Unrealized
DOV DOVER CORP 0.0%
Value $878 Shares 5 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC 0.0%
Value $869 Shares 10 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $856 Shares 30 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value $853 Shares 5 Est. Cost Unrealized
KIM KIMCO RLTY CORP 0.0%
Value $850 Shares 40 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $839 Shares 10 Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $830 Shares 5 Est. Cost Unrealized
ZTS ZOETIS INC 0.0%
Value $823 Shares 5 Est. Cost Unrealized
IR INGERSOLL RAND INC 0.0%
Value $800 Shares 10 Est. Cost Unrealized
HESS CORP 0.0%
Value $799 Shares 5 Est. Cost Unrealized
YUM YUM BRANDS INC 0.0%
Value $787 Shares 5 Est. Cost Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value $775 Shares 10 Est. Cost Unrealized
PAYX PAYCHEX INC 0.0%
Value $771 Shares 5 Est. Cost Unrealized
WELL WELLTOWER INC 0.0%
Value $766 Shares 5 Est. Cost Unrealized
DVA DAVITA INC 0.0%
Value $765 Shares 5 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $734 Shares 5 Est. Cost Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value $723 Shares 5 Est. Cost Unrealized
GM GENERAL MTRS CO 0.0%
Value $705 Shares 15 Est. Cost Unrealized
BX BLACKSTONE INC 0.0%
Value $699 Shares 5 Est. Cost Unrealized
INVH INVITATION HOMES INC 0.0%
Value $697 Shares 20 Est. Cost Unrealized
EXC EXELON CORP 0.0%
Value $691 Shares 15 Est. Cost Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value $689 Shares 5 Est. Cost Unrealized
VTR VENTAS INC 0.0%
Value $688 Shares 10 Est. Cost Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value $685 Shares 5 Est. Cost Unrealized
KR KROGER CO 0.0%
Value $677 Shares 10 Est. Cost Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $675 Shares 45 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $660 Shares 5 Est. Cost Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value $659 Shares 15 Est. Cost Unrealized
TRMB TRIMBLE INC 0.0%
Value $657 Shares 10 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value $653 Shares 10 Est. Cost Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value $644 Shares 10 Est. Cost Unrealized
TSN TYSON FOODS INC 0.0%
Value $638 Shares 10 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $617 Shares 15 Est. Cost Unrealized
ON ON SEMICONDUCTOR CORP 0.0%
Value $610 Shares 15 Est. Cost Unrealized
NUE NUCOR CORP 0.0%
Value $602 Shares 5 Est. Cost Unrealized
XYL XYLEM INC 0.0%
Value $597 Shares 5 Est. Cost Unrealized
GPC GENUINE PARTS CO 0.0%
Value $596 Shares 5 Est. Cost Unrealized
WY WEYERHAEUSER CO MTN BE 0.0%
Value $586 Shares 20 Est. Cost Unrealized
FCX FREEPORT-MCMORAN INC 0.0%
Value $568 Shares 15 Est. Cost Unrealized
D DOMINION ENERGY INC 0.0%
Value $561 Shares 10 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value $558 Shares 5 Est. Cost Unrealized
AFL AFLAC INC 0.0%
Value $556 Shares 5 Est. Cost Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $553 Shares 5 Est. Cost Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value $550 Shares 5 Est. Cost Unrealized
ROL ROLLINS INC 0.0%
Value $540 Shares 10 Est. Cost Unrealized
EQT EQT CORP 0.0%
Value $534 Shares 10 Est. Cost Unrealized
CCI CROWN CASTLE INC 0.0%
Value $521 Shares 5 Est. Cost Unrealized
PCG PG&E CORP 0.0%
Value $515 Shares 30 Est. Cost Unrealized
AEE AMEREN CORP 0.0%
Value $502 Shares 5 Est. Cost Unrealized
F FORD MTR CO 0.0%
Value $502 Shares 50 Est. Cost Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $489 Shares 5 Est. Cost Unrealized
PCAR PACCAR INC 0.0%
Value $487 Shares 5 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $469 Shares 5 Est. Cost Unrealized
ARE ALEXANDRIA REAL ESTATE EQ IN 0.0%
Value $463 Shares 5 Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $458 Shares 10 Est. Cost Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value $456 Shares 5 Est. Cost Unrealized
STT STATE STR CORP 0.0%
Value $448 Shares 5 Est. Cost Unrealized
EMN EASTMAN CHEM CO 0.0%
Value $441 Shares 5 Est. Cost Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value $440 Shares 5 Est. Cost Unrealized
AES AES CORP 0.0%
Value $435 Shares 35 Est. Cost Unrealized
WBD WARNER BROS DISCOVERY INC 0.0%
Value $429 Shares 40 Est. Cost Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $404 Shares 5 Est. Cost Unrealized
MET METLIFE INC 0.0%
Value $401 Shares 5 Est. Cost Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value $391 Shares 35 Est. Cost Unrealized
CCL CARNIVAL CORP 0.0%
Value $391 Shares 20 Est. Cost Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $388 Shares 5 Est. Cost Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $383 Shares 5 Est. Cost Unrealized
NDAQ NASDAQ INC 0.0%
Value $379 Shares 5 Est. Cost Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value $373 Shares 5 Est. Cost Unrealized
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $373 Shares 5 Est. Cost Unrealized
FTV FORTIVE CORP 0.0%
Value $366 Shares 5 Est. Cost Unrealized
JUNIPER NETWORKS INC 0.0%
Value $362 Shares 10 Est. Cost Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value $362 Shares 5 Est. Cost Unrealized
MAS MASCO CORP 0.0%
Value $348 Shares 5 Est. Cost Unrealized
SMCI SUPER MICRO COMPUTER INC 0.0%
Value $342 Shares 10 Est. Cost Unrealized
DXCM DEXCOM INC 0.0%
Value $341 Shares 5 Est. Cost Unrealized
EBAY EBAY INC. 0.0%
Value $339 Shares 5 Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $336 Shares 10 Est. Cost Unrealized
BXP BXP INC 0.0%
Value $336 Shares 5 Est. Cost Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value $330 Shares 5 Est. Cost Unrealized
AOS SMITH A O CORP 0.0%
Value $327 Shares 5 Est. Cost Unrealized
KEY KEYCORP 0.0%
Value $320 Shares 20 Est. Cost Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $317 Shares 5 Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value $315 Shares 5 Est. Cost Unrealized
HOLX HOLOGIC INC 0.0%
Value $309 Shares 5 Est. Cost Unrealized
DAYFORCE INC 0.0%
Value $292 Shares 5 Est. Cost Unrealized
MRNA MODERNA INC 0.0%
Value $284 Shares 10 Est. Cost Unrealized
CE CELANESE CORP DEL 0.0%
Value $284 Shares 5 Est. Cost Unrealized
HST HOST HOTELS & RESORTS INC 0.0%
Value $284 Shares 20 Est. Cost Unrealized
HPQ HP INC 0.0%
Value $277 Shares 10 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $242 Shares 5 Est. Cost Unrealized
UDR UDR INC 0.0%
Value $226 Shares 5 Est. Cost Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value $218 Shares 5 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.0%
Value $202 Shares 5 Est. Cost Unrealized