Motley Fool Asset Management LLC Diversified Active

CIK: 0001512814 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 10, 2023

Total Value ($000): $903,828 (100.0% shares, 0.0% debt)

Holdings (112)

AAPL APPLE INC COM 6.5%
Value ($000) $58,506 Shares 354,796 Est. Cost $97.11 Unrealized +49.8%
MSFT MICROSOFT CORP COM 5.3%
Value ($000) $48,103 Shares 166,851 Est. Cost $139.56 Unrealized +78.7%
GOOG ALPHABET INC CL C 5.1%
Value ($000) $45,911 Shares 441,452 Est. Cost $108.21 Unrealized -11.4%
AMZN AMAZON COM INC 4.8%
Value ($000) $43,614 Shares 422,244 Est. Cost $123.13 Unrealized -21.5%
AXON AXON ENTERPRISE INC 3.9%
Value ($000) $34,829 Shares 154,899 Est. Cost $61.09 Unrealized +225.4%
MA MASTERCARD INC 3.8%
Value ($000) $34,382 Shares 94,610 Est. Cost $313.48 Unrealized +14.0%
WSO WATSCO INC COM 3.8%
Value ($000) $33,916 Shares 106,602 Est. Cost $152.58 Unrealized +92.5%
WCN WASTE CONNECTIONS INC 2.0%
Value ($000) $17,806 Shares 128,034 Est. Cost $98.29 Unrealized +32.9%
SBAC SBA COMMUNICATIONS CORP 1.9%
Value ($000) $17,220 Shares 65,960 Est. Cost $102.01 Unrealized +155.9%
FAST FASTENAL CO 1.8%
Value ($000) $16,640 Shares 308,484 Est. Cost $12.60 Unrealized +89.7%
YUMC YUM CHINA HOLDINGS INC 1.8%
Value ($000) $16,201 Shares 255,574 Est. Cost $60.37 Unrealized 0.0%
SBUX STARBUCKS CORP 1.8%
Value ($000) $15,948 Shares 153,157 Est. Cost $49.57 Unrealized +95.8%
MELI MERCADOLIBRE INC 1.7%
Value ($000) $15,665 Shares 11,885 Est. Cost $1137.53 Unrealized 0.0%
RMD RESMED INC 1.7%
Value ($000) $15,579 Shares 71,138 Est. Cost $65.77 Unrealized +221.2%
PAYC PAYCOM SOFTWARE INC 1.7%
Value ($000) $15,181 Shares 49,936 Est. Cost $68.04 Unrealized +333.6%
NVDA NVIDIA CORP 1.7%
Value ($000) $14,920 Shares 53,714 Est. Cost $18.04 Unrealized +19.9%
BRK/B BERKSHIRE HATHAWAY INC CL B 1.7%
Value ($000) $14,920 Shares 48,320 Est. Cost $209.29 Unrealized +47.2%
COST COSTCO WHSL CORP 1.7%
Value ($000) $14,916 Shares 30,020 Est. Cost $131.99 Unrealized +257.1%
TSLA TESLA INC 1.6%
Value ($000) $14,338 Shares 69,114 Est. Cost $236.61 Unrealized -26.3%
ICLR ICON PLC 1.6%
Value ($000) $14,118 Shares 66,100 Est. Cost $215.79 Unrealized +3.1%
META META PLATFORMS INC 1.5%
Value ($000) $13,794 Shares 65,084 Est. Cost $204.05 Unrealized -17.1%
CRM SALESFORCE INC 1.5%
Value ($000) $13,793 Shares 69,039 Est. Cost $153.55 Unrealized +8.7%
EQIX EQUINIX INC 1.5%
Value ($000) $13,377 Shares 18,552 Est. Cost $365.85 Unrealized +81.0%
TEAM ATLASSIAN CORPORATION CL A 1.5%
Value ($000) $13,282 Shares 77,598 Est. Cost $159.19 Unrealized +0.2%
HDB HDFC BANK LTD A D R 1.3%
Value ($000) $11,601 Shares 174,004 Est. Cost $45.70 Unrealized
V VISA INC COM CL A 1.2%
Value ($000) $11,140 Shares 49,410 Est. Cost $150.76 Unrealized +44.5%
JLL JONES LANG LASALLE INC 1.2%
Value ($000) $11,114 Shares 76,387 Est. Cost $121.67 Unrealized +37.0%
UNH UNITEDHEALTH GROUP INC COM 1.2%
Value ($000) $10,459 Shares 22,131 Est. Cost $255.39 Unrealized +79.0%
MDT MEDTRONIC PLC SHS 1.1%
Value ($000) $9,802 Shares 121,581 Est. Cost $109.50 Unrealized -31.9%
SPLUNK INC 1.1%
Value ($000) $9,726 Shares 101,438 Est. Cost $63.08 Unrealized
AMT AMERICAN TOWER CORP 1.1%
Value ($000) $9,669 Shares 47,317 Est. Cost $74.76 Unrealized +153.6%
JNJ JOHNSON JOHNSON 1.1%
Value ($000) $9,646 Shares 62,234 Est. Cost $145.22 Unrealized +1.8%
BRO BROWN BROWN INC 1.0%
Value ($000) $9,327 Shares 162,434 Est. Cost $44.23 Unrealized +27.6%
PCTY PAYLOCITY HOLDING CORP 1.0%
Value ($000) $9,204 Shares 46,302 Est. Cost $88.44 Unrealized +122.5%
GNTX GENTEX CORP 1.0%
Value ($000) $9,072 Shares 323,669 Est. Cost $19.20 Unrealized +46.8%
ALRM ALARM COM HOLDINGS INC 1.0%
Value ($000) $8,633 Shares 171,706 Est. Cost $55.21 Unrealized -6.7%
TYL TYLER TECHNOLOGIES INC 0.9%
Value ($000) $8,480 Shares 23,911 Est. Cost $248.87 Unrealized +30.7%
JPM J P MORGAN CHASE CO COM 0.9%
Value ($000) $8,419 Shares 64,610 Est. Cost $133.66 Unrealized -4.1%
BR BROADRIDGE FINANCIAL SOLUTIONS INC 0.9%
Value ($000) $7,925 Shares 54,072 Est. Cost $99.92 Unrealized +36.4%
COOPER COS INC 0.8%
Value ($000) $7,549 Shares 20,220 Est. Cost $176.20 Unrealized
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $7,414 Shares 97,628 Est. Cost $92.81 Unrealized -17.2%
HD HOME DEPOT INC 0.8%
Value ($000) $7,401 Shares 25,078 Est. Cost $206.21 Unrealized +38.0%
CMCSA COMCAST CORP CLASS A 0.8%
Value ($000) $7,354 Shares 193,995 Est. Cost $36.73 Unrealized -5.7%
AVGO BROADCOM INC 0.7%
Value ($000) $6,503 Shares 10,137 Est. Cost $27.00 Unrealized +113.3%
ORCL ORACLE CORPORATION 0.7%
Value ($000) $6,097 Shares 65,614 Est. Cost $84.79 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED COMMON 0.7%
Value ($000) $6,051 Shares 119,910 Est. Cost $65.73 Unrealized -24.3%
TSCO TRACTOR SUPPLY COMPANY 0.6%
Value ($000) $5,863 Shares 24,945 Est. Cost $13.74 Unrealized +215.1%
EVERBRIDGE INC 0.6%
Value ($000) $5,748 Shares 165,787 Est. Cost $59.78 Unrealized
HQY HEALTHEQUITY INC 0.6%
Value ($000) $5,716 Shares 97,360 Est. Cost $61.12 Unrealized -0.6%
HESKA CORP 0.6%
Value ($000) $5,507 Shares 56,410 Est. Cost $120.62 Unrealized
CGNX COGNEX CORP 0.6%
Value ($000) $5,318 Shares 107,317 Est. Cost $73.72 Unrealized -32.9%
LCII LCI INDUSTRIES 0.5%
Value ($000) $4,949 Shares 45,040 Est. Cost $84.28 Unrealized +15.4%
EMN EASTMAN CHEM CO 0.5%
Value ($000) $4,775 Shares 56,616 Est. Cost $73.79 Unrealized +3.7%
THO THOR INDUSTRIES INC 0.5%
Value ($000) $4,693 Shares 58,928 Est. Cost $37.59 Unrealized +120.6%
NKE NIKE INC 0.5%
Value ($000) $4,642 Shares 37,847 Est. Cost $97.34 Unrealized +19.9%
ADBE ADOBE INC 0.5%
Value ($000) $4,478 Shares 11,619 Est. Cost $353.80 Unrealized +0.5%
PEN PENUMBRA INC 0.5%
Value ($000) $4,179 Shares 14,994 Est. Cost $174.10 Unrealized +46.6%
DIS WALT DISNEY CO THE 0.4%
Value ($000) $3,996 Shares 39,913 Est. Cost $144.78 Unrealized -32.0%
TMUS T MOBILE US INC 0.4%
Value ($000) $3,945 Shares 27,235 Est. Cost $86.58 Unrealized +61.6%
NFLX NETFLIX COM INC 0.4%
Value ($000) $3,709 Shares 10,736 Est. Cost $39.23 Unrealized -15.6%
GSHD GOOSEHEAD INSURANCE INC A 0.4%
Value ($000) $3,633 Shares 69,603 Est. Cost $58.10 Unrealized -25.3%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $3,459 Shares 35,290 Est. Cost $119.38 Unrealized -31.8%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $3,367 Shares 48,584 Est. Cost $47.59 Unrealized +29.2%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $3,353 Shares 43,498 Est. Cost $61.80 Unrealized +14.3%
AMGN AMGEN INC 0.4%
Value ($000) $3,164 Shares 13,086 Est. Cost $174.31 Unrealized +28.5%
UNP UNION PACIFIC CORP COM 0.3%
Value ($000) $3,126 Shares 15,532 Est. Cost $148.01 Unrealized +28.0%
LOW LOWES CO INC 0.3%
Value ($000) $3,040 Shares 15,202 Est. Cost $179.64 Unrealized +7.0%
DRS LEONARDO DRS INC 0.3%
Value ($000) $2,815 Shares 217,056 Est. Cost $10.65 Unrealized +20.1%
GMED GLOBUS MED INCA 0.3%
Value ($000) $2,678 Shares 47,275 Est. Cost $53.11 Unrealized +20.7%
XPO XPO INC 0.3%
Value ($000) $2,663 Shares 83,471 Est. Cost $22.22 Unrealized +62.1%
LSTR LANDSTAR SYS INC 0.3%
Value ($000) $2,651 Shares 14,790 Est. Cost $152.65 Unrealized
HOWARD HUGHES CORP 0.3%
Value ($000) $2,562 Shares 32,022 Est. Cost $81.46 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,511 Shares 30,266 Est. Cost $57.59 Unrealized +29.7%
SMARTSHEET INC CLASS A 0.2%
Value ($000) $2,197 Shares 45,970 Est. Cost $40.46 Unrealized
NOG NORTHERN OIL AND GAS INC MN 0.2%
Value ($000) $2,195 Shares 72,320 Est. Cost $29.88 Unrealized +4.2%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,137 Shares 28,759 Est. Cost $57.55 Unrealized +30.7%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $2,134 Shares 40,733 Est. Cost $67.72 Unrealized +3.7%
BAM BROOKFIELD ASSET MANAGMT LTD CL A 0.2%
Value ($000) $2,010 Shares 61,422 Est. Cost $27.10 Unrealized +8.4%
STAG STAG INDUSTRIAL INC 0.2%
Value ($000) $1,952 Shares 57,713 Est. Cost $22.67 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORP 0.2%
Value ($000) $1,949 Shares 17,834 Est. Cost $96.71 Unrealized +8.3%
PTCT PTC THERAPEUTICS INC 0.2%
Value ($000) $1,927 Shares 39,780 Est. Cost $45.99 Unrealized -0.6%
ABNB AIRBNB INC CL A 0.2%
Value ($000) $1,728 Shares 13,888 Est. Cost $183.58 Unrealized -37.8%
FOXF FOX FACTORY HOLDING CORP 0.2%
Value ($000) $1,690 Shares 13,928 Est. Cost $78.36 Unrealized +46.5%
RXO RXO INC COMMON STOCK 0.2%
Value ($000) $1,595 Shares 81,217 Est. Cost $17.74 Unrealized +8.2%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $1,588 Shares 18,557 Est. Cost $70.26 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,458 Shares 13,870 Est. Cost $132.28 Unrealized -35.8%
RARE ULTRAGENYX PHARMACEUTICAL IN 0.2%
Value ($000) $1,387 Shares 34,591 Est. Cost $110.97 Unrealized -61.3%
MNST MONSTER BEVERAGE CORP 0.2%
Value ($000) $1,372 Shares 25,404 Est. Cost $42.55 Unrealized +20.5%
CLAR CLARUS CORPORATION 0.2%
Value ($000) $1,359 Shares 143,836 Est. Cost $14.54 Unrealized -39.1%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1,354 Shares 42,719 Est. Cost $40.57 Unrealized -21.8%
LOB LIVE OAK BANCSHARES INC 0.1%
Value ($000) $1,329 Shares 54,550 Est. Cost $55.60 Unrealized -43.6%
FTNT FORTINET INC 0.1%
Value ($000) $1,285 Shares 19,331 Est. Cost $54.43 Unrealized +4.4%
VMWARE INC CL A 0.1%
Value ($000) $1,267 Shares 10,148 Est. Cost $142.29 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.1%
Value ($000) $1,260 Shares 12,083 Est. Cost $78.85 Unrealized +27.1%
INARI MED INC 0.1%
Value ($000) $1,188 Shares 19,248 Est. Cost $61.74 Unrealized
QTWO Q2 HOLDINGS INC 0.1%
Value ($000) $937 Shares 38,049 Est. Cost $78.77 Unrealized -62.2%
TREX TREX CO INC COM 0.1%
Value ($000) $898 Shares 18,445 Est. Cost $62.04 Unrealized -18.5%
AFL AFLAC INC 0.1%
Value ($000) $883 Shares 13,681 Est. Cost $37.80 Unrealized +70.0%
XYZ BLOCK INC CL A 0.1%
Value ($000) $875 Shares 12,742 Est. Cost $117.68 Unrealized -36.4%
CPRT COPART INC 0.1%
Value ($000) $864 Shares 11,482 Est. Cost $29.29 Unrealized +16.1%
KMI KINDER MORGAN INC 0.1%
Value ($000) $853 Shares 48,742 Est. Cost $11.74 Unrealized +29.8%
WBD WARNER BROS DISCOVERY INC SERIES A 0.1%
Value ($000) $802 Shares 53,101 Est. Cost $17.82 Unrealized -20.1%
CTSH COGNIZANT TECH SOLUTIONS CL A 0.1%
Value ($000) $777 Shares 12,746 Est. Cost $67.45 Unrealized -11.5%
SDGR SCHRODINGER INC 0.1%
Value ($000) $767 Shares 29,117 Est. Cost $62.46 Unrealized -62.0%
GLW CORNING INC 0.1%
Value ($000) $591 Shares 16,749 Est. Cost $34.77 Unrealized -7.7%
EBAY E BAY INC 0.1%
Value ($000) $586 Shares 13,214 Est. Cost $41.05 Unrealized +5.5%
NDAQ NASDAQ INC 0.1%
Value ($000) $585 Shares 10,694 Est. Cost $55.99 Unrealized -1.0%
RBLX ROBLOX CORP CL A 0.1%
Value ($000) $583 Shares 12,972 Est. Cost $82.10 Unrealized -53.5%
PINS PINTEREST INC CLASS A 0.0%
Value ($000) $404 Shares 14,832 Est. Cost $27.37 Unrealized -5.4%
ROL ROLLINS INC 0.0%
Value ($000) $404 Shares 10,775 Est. Cost $31.59 Unrealized +10.0%
SIRIUS XM HOLDINGS 0.0%
Value ($000) $346 Shares 87,180 Est. Cost $6.46 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $228 Shares 23,737 Est. Cost $10.97 Unrealized -11.6%