Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 1, 2024

Total Value ($000): $1,092,713 (100.0% shares, 0.0% debt)

Holdings (178)

MSFT MICROSOFT CORP 5.2%
Value ($000) $56,842 Shares 174,701 Est. Cost $81.63 Unrealized +329.2%
ETN EATON CORP PLC 3.9%
Value ($000) $42,263 Shares 195,019 Est. Cost $146.62 Unrealized +47.0%
META META PLATFORMS INC 3.4%
Value ($000) $37,337 Shares 122,900 Est. Cost $167.83 Unrealized +92.7%
GOOG ALPHABET INC 3.3%
Value ($000) $36,572 Shares 277,378 Est. Cost $113.15 Unrealized +19.0%
UNH UNITEDHEALTH GROUP INC 3.3%
Value ($000) $36,484 Shares 71,607 Est. Cost $289.73 Unrealized +76.5%
SPGI S&P GLOBAL INC 3.3%
Value ($000) $36,454 Shares 95,875 Est. Cost $314.74 Unrealized +23.3%
V VISA INC 3.3%
Value ($000) $35,750 Shares 152,821 Est. Cost $90.81 Unrealized +167.2%
CP CANADIAN PACIFIC KANSAS CITY 3.0%
Value ($000) $32,942 Shares 441,482 Est. Cost $77.51 Unrealized -6.9%
RY ROYAL BK CDA 2.9%
Value ($000) $32,006 Shares 357,428 Est. Cost $71.20 Unrealized +23.7%
COST COSTCO WHSL CORP NEW 2.9%
Value ($000) $31,765 Shares 54,974 Est. Cost $284.63 Unrealized +101.5%
TRI THOMSON REUTERS CORP. 2.6%
Value ($000) $28,267 Shares 228,779 Est. Cost $122.43 Unrealized +4.7%
LIN LINDE PLC 2.6%
Value ($000) $28,153 Shares 75,366 Est. Cost $323.08 Unrealized +18.7%
RCI ROGERS COMMUNICATIONS INC 2.6%
Value ($000) $27,877 Shares 718,261 Est. Cost $49.30 Unrealized -15.5%
MRSH MARSH & MCLENNAN COS INC 2.5%
Value ($000) $27,300 Shares 143,476 Est. Cost $134.92 Unrealized +38.6%
AAPL APPLE INC 2.4%
Value ($000) $26,717 Shares 155,748 Est. Cost $125.88 Unrealized +45.2%
CNI CANADIAN NATL RY CO 2.4%
Value ($000) $26,503 Shares 241,700 Est. Cost $91.31 Unrealized +18.8%
TMO THERMO FISHER SCIENTIFIC INC 2.3%
Value ($000) $25,275 Shares 49,860 Est. Cost $306.23 Unrealized +57.0%
AJG GALLAGHER ARTHUR J & CO 2.0%
Value ($000) $21,869 Shares 95,998 Est. Cost $180.76 Unrealized +28.6%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $20,791 Shares 64,012 Est. Cost $199.75 Unrealized +56.5%
GOOGL ALPHABET INC 1.6%
Value ($000) $17,385 Shares 126,289 Est. Cost $114.87 Unrealized +16.1%
AMAT APPLIED MATLS INC 1.5%
Value ($000) $15,970 Shares 113,660 Est. Cost $126.46 Unrealized +14.0%
ADI ANALOG DEVICES INC 1.3%
Value ($000) $14,352 Shares 81,560 Est. Cost $141.22 Unrealized +21.9%
HD HOME DEPOT INC 1.3%
Value ($000) $14,223 Shares 45,723 Est. Cost $221.96 Unrealized +32.3%
ELV ELEVANCE HEALTH INC 1.2%
Value ($000) $13,009 Shares 29,474 Est. Cost $405.98 Unrealized +10.0%
GM GENERAL MTRS CO 1.2%
Value ($000) $12,623 Shares 382,870 Est. Cost $36.65 Unrealized -17.5%
CCJ CAMECO CORP 1.1%
Value ($000) $12,116 Shares 287,696 Est. Cost $21.65 Unrealized +92.3%
TFII TFI INTL INC 1.0%
Value ($000) $11,295 Shares 87,505 Est. Cost $118.50 Unrealized 0.0%
AON AON PLC 1.0%
Value ($000) $11,272 Shares 36,376 Est. Cost $260.39 Unrealized +21.1%
ORCL ORACLE CORP 1.0%
Value ($000) $10,907 Shares 102,992 Est. Cost $103.51 Unrealized +3.1%
BLACKROCK INC 0.9%
Value ($000) $9,691 Shares 12,761 Est. Cost $696.61 Unrealized
MA MASTERCARD INCORPORATED 0.9%
Value ($000) $9,559 Shares 22,550 Est. Cost $330.31 Unrealized +20.2%
TOL TOLL BROTHERS INC 0.8%
Value ($000) $8,964 Shares 88,515 Est. Cost $58.25 Unrealized +43.0%
ARES ARES MANAGEMENT CORPORATION 0.8%
Value ($000) $8,590 Shares 72,610 Est. Cost $97.33 Unrealized +5.3%
NVO NOVO-NORDISK A S 0.8%
Value ($000) $8,504 Shares 93,514 Est. Cost $125.86 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $8,315 Shares 7,540 Est. Cost $40.09 Unrealized +130.1%
SVOL SIMPLIFY EXCHANGE TRADED FUN 0.7%
Value ($000) $8,152 Shares 360,883 Est. Cost $24.40 Unrealized
SGI TEMPUR SEALY INTL INC 0.7%
Value ($000) $8,064 Shares 159,577 Est. Cost $39.89 Unrealized +6.3%
CNQ CANADIAN NAT RES LTD 0.7%
Value ($000) $7,268 Shares 110,877 Est. Cost $10.65 Unrealized +180.1%
TD TORONTO DOMINION BK ONT 0.7%
Value ($000) $7,265 Shares 118,347 Est. Cost $69.55 Unrealized -13.8%
HWM HOWMET AEROSPACE INC 0.6%
Value ($000) $6,216 Shares 115,670 Est. Cost $48.60 Unrealized +0.9%
DSGX DESCARTES SYS GROUP INC 0.6%
Value ($000) $6,142 Shares 72,750 Est. Cost $38.98 Unrealized +100.0%
GNTX GENTEX CORP 0.6%
Value ($000) $6,030 Shares 184,655 Est. Cost $31.46 Unrealized -1.8%
FSV FIRSTSERVICE CORP NEW 0.5%
Value ($000) $5,942 Shares 36,500 Est. Cost $86.92 Unrealized +71.6%
CARR CARRIER GLOBAL CORPORATION 0.5%
Value ($000) $5,762 Shares 100,290 Est. Cost $51.55 Unrealized 0.0%
AVY AVERY DENNISON CORP 0.5%
Value ($000) $5,657 Shares 30,700 Est. Cost $170.72 Unrealized +5.1%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.5%
Value ($000) $5,134 Shares 40,480 Est. Cost $99.62 Unrealized +19.7%
AGI ALAMOS GOLD INC NEW 0.5%
Value ($000) $5,109 Shares 378,010 Est. Cost $8.65 Unrealized +50.0%
MCK MCKESSON CORP 0.5%
Value ($000) $5,021 Shares 10,899 Est. Cost $399.21 Unrealized +12.8%
BNS BANK NOVA SCOTIA HALIFAX 0.4%
Value ($000) $4,890 Shares 108,765 Est. Cost $43.59 Unrealized -9.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.4%
Value ($000) $4,864 Shares 50,877 Est. Cost $91.02 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $4,759 Shares 15,200 Est. Cost $295.69 Unrealized 0.0%
FERG1GBX FERGUSON PLC NEW 0.4%
Value ($000) $4,716 Shares 27,765 Est. Cost $136.28 Unrealized
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $4,628 Shares 30,845 Est. Cost $137.29 Unrealized -1.2%
LLY ELI LILLY & CO 0.4%
Value ($000) $4,608 Shares 8,025 Est. Cost $342.27 Unrealized +68.0%
DECK DECKERS OUTDOOR CORP 0.4%
Value ($000) $4,572 Shares 8,767 Est. Cost $80.39 Unrealized +26.4%
PH PARKER-HANNIFIN CORP 0.4%
Value ($000) $4,457 Shares 11,215 Est. Cost $321.10 Unrealized +26.8%
GRANITE REAL ESTATE INVT TR 0.4%
Value ($000) $4,430 Shares 76,587 Est. Cost $57.84 Unrealized
PBA PEMBINA PIPELINE CORP 0.4%
Value ($000) $4,423 Shares 146,660 Est. Cost $25.94 Unrealized +12.8%
NOA NORTH AMERN CONSTR GROUP LTD 0.4%
Value ($000) $4,368 Shares 208,300 Est. Cost $7.25 Unrealized +184.7%
SPHB INVESCO EXCH TRADED FD TR II 0.4%
Value ($000) $4,247 Shares 51,805 Est. Cost $75.26 Unrealized
YUM YUM BRANDS INC 0.4%
Value ($000) $4,042 Shares 32,235 Est. Cost $128.82 Unrealized -7.1%
WMT WALMART INC 0.4%
Value ($000) $3,875 Shares 24,260 Est. Cost $39.15 Unrealized +31.9%
HBM HUDBAY MINERALS INC 0.3%
Value ($000) $3,682 Shares 685,100 Est. Cost $6.24 Unrealized -24.9%
ENB ENBRIDGE INC 0.3%
Value ($000) $3,603 Shares 101,124 Est. Cost $26.28 Unrealized +11.9%
DHR DANAHER CORPORATION 0.3%
Value ($000) $3,338 Shares 13,456 Est. Cost $112.22 Unrealized +87.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.3%
Value ($000) $3,285 Shares 24,825 Est. Cost $165.71 Unrealized -18.0%
ABNB AIRBNB INC 0.3%
Value ($000) $3,137 Shares 23,040 Est. Cost $119.61 Unrealized +7.8%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $2,995 Shares 39,850 Est. Cost $80.06 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $2,955 Shares 21,551 Est. Cost $118.26 Unrealized +18.5%
CRM SALESFORCE INC 0.3%
Value ($000) $2,915 Shares 11,100 Est. Cost $192.66 Unrealized +16.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $2,809 Shares 8,020 Est. Cost $297.83 Unrealized +17.8%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $2,712 Shares 69,070 Est. Cost $40.40 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value ($000) $2,694 Shares 32,500 Est. Cost $18.11 Unrealized +11.6%
LOW LOWES COS INC 0.2%
Value ($000) $2,640 Shares 12,704 Est. Cost $187.59 Unrealized +3.8%
DE DEERE & CO 0.2%
Value ($000) $2,543 Shares 6,738 Est. Cost $332.50 Unrealized +9.8%
CVS CVS HEALTH CORP 0.2%
Value ($000) $2,542 Shares 36,410 Est. Cost $55.42 Unrealized +18.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $2,419 Shares 13,729 Est. Cost $170.64 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $2,407 Shares 4,040 Est. Cost $334.58 Unrealized +72.4%
ASML ASML HOLDING N V 0.2%
Value ($000) $2,368 Shares 4,023 Est. Cost $679.07 Unrealized
YUMC YUM CHINA HLDGS INC 0.2%
Value ($000) $2,277 Shares 40,860 Est. Cost $60.32 Unrealized -22.8%
BMO BANK MONTREAL QUE 0.2%
Value ($000) $2,246 Shares 25,603 Est. Cost $86.64 Unrealized -11.6%
APO APOLLO GLOBAL MGMT INC 0.2%
Value ($000) $2,237 Shares 24,000 Est. Cost $68.89 Unrealized +24.2%
MSCI MSCI INC 0.2%
Value ($000) $2,223 Shares 4,333 Est. Cost $511.54 Unrealized -1.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $2,210 Shares 7,596 Est. Cost $273.09 Unrealized -5.3%
HLT HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $2,185 Shares 12,000 Est. Cost $136.77 Unrealized +18.7%
PEP PEPSICO INC 0.2%
Value ($000) $2,130 Shares 12,550 Est. Cost $146.46 Unrealized +5.0%
BCE BCE INC 0.2%
Value ($000) $2,103 Shares 54,072 Est. Cost $35.36 Unrealized -8.2%
SU SUNCOR ENERGY INC NEW 0.2%
Value ($000) $2,084 Shares 60,421 Est. Cost $19.02 Unrealized +59.6%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $2,043 Shares 1,300 Est. Cost $1204.93 Unrealized +17.6%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $1,966 Shares 1,250 Est. Cost $182.75 Unrealized +1.1%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $1,962 Shares 11,900 Est. Cost $125.01 Unrealized +21.0%
SCCO SOUTHERN COPPER CORP 0.2%
Value ($000) $1,947 Shares 22,625 Est. Cost $67.36 Unrealized 0.0%
STAG STAG INDL INC 0.2%
Value ($000) $1,939 Shares 49,390 Est. Cost $34.51 Unrealized
BAC BANK AMERICA CORP 0.2%
Value ($000) $1,906 Shares 69,595 Est. Cost $20.91 Unrealized +32.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $1,871 Shares 13,900 Est. Cost $120.61 Unrealized 0.0%
NVR NVR INC 0.2%
Value ($000) $1,750 Shares 250 Est. Cost $4257.74 Unrealized +44.9%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,724 Shares 39,287 Est. Cost $37.38 Unrealized +7.3%
FMX FOMENTO ECONOMICO MEXICANO S 0.2%
Value ($000) $1,695 Shares 13,000 Est. Cost $82.61 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $1,686 Shares 24,165 Est. Cost $78.47 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $1,638 Shares 17,500 Est. Cost $86.71 Unrealized -0.8%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $1,618 Shares 70,000 Est. Cost $23.11 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $1,614 Shares 18,636 Est. Cost $73.25 Unrealized
SJNK SPDR SER TR 0.1%
Value ($000) $1,562 Shares 62,124 Est. Cost $27.44 Unrealized
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $1,541 Shares 26,500 Est. Cost $45.30 Unrealized +20.1%
ICLR ICON PLC 0.1%
Value ($000) $1,486 Shares 5,250 Est. Cost $227.45 Unrealized +13.8%
XPEL XPEL INC 0.1%
Value ($000) $1,481 Shares 27,500 Est. Cost $53.72 Unrealized 0.0%
WRB BERKLEY W R CORP 0.1%
Value ($000) $1,414 Shares 20,000 Est. Cost $39.35 Unrealized +9.3%
INTU INTUIT 0.1%
Value ($000) $1,371 Shares 2,215 Est. Cost $498.82 Unrealized +9.2%
KLAC KLA CORP 0.1%
Value ($000) $1,368 Shares 2,381 Est. Cost $482.51 Unrealized +5.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,341 Shares 14,035 Est. Cost $95.72 Unrealized -3.7%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $1,305 Shares 6,000 Est. Cost $191.88 Unrealized +0.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,299 Shares 13,380 Est. Cost $87.98 Unrealized +0.1%
FTS FORTIS INC 0.1%
Value ($000) $1,220 Shares 29,500 Est. Cost $35.72 Unrealized +3.8%
STN STANTEC INC 0.1%
Value ($000) $1,183 Shares 14,658 Est. Cost $67.72 Unrealized
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $1,149 Shares 3,750 Est. Cost $255.77 Unrealized +5.5%
WIX WIX COM LTD 0.1%
Value ($000) $1,107 Shares 9,000 Est. Cost $92.52 Unrealized +4.3%
CAE CAE INC 0.1%
Value ($000) $1,048 Shares 44,750 Est. Cost $24.83 Unrealized -14.1%
AMGN AMGEN INC 0.1%
Value ($000) $1,028 Shares 3,580 Est. Cost $255.10 Unrealized 0.0%
NSSC NAPCO SEC TECHNOLOGIES INC 0.1%
Value ($000) $1,028 Shares 30,000 Est. Cost $25.76 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC 0.1%
Value ($000) $989 Shares 3,500 Est. Cost $270.14 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $979 Shares 8,850 Est. Cost $116.39 Unrealized -2.9%
AZO AUTOZONE INC 0.1%
Value ($000) $970 Shares 375 Est. Cost $2134.78 Unrealized +21.5%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $964 Shares 9,619 Est. Cost $82.65 Unrealized +15.8%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $933 Shares 265 Est. Cost $3021.05 Unrealized +1.6%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $931 Shares 800 Est. Cost $395.60 Unrealized +154.4%
ACGL ARCH CAP GROUP LTD 0.1%
Value ($000) $928 Shares 12,500 Est. Cost $68.64 Unrealized +13.2%
EME EMCOR GROUP INC 0.1%
Value ($000) $916 Shares 4,250 Est. Cost $153.70 Unrealized +35.9%
MUSA MURPHY USA INC 0.1%
Value ($000) $891 Shares 2,500 Est. Cost $318.65 Unrealized +12.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $889 Shares 17,600 Est. Cost $47.98 Unrealized 0.0%
TECK TECK RESOURCES LTD 0.1%
Value ($000) $874 Shares 20,250 Est. Cost $41.44 Unrealized -7.3%
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $839 Shares 20,250 Est. Cost $38.99 Unrealized -7.9%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value ($000) $835 Shares 5,000 Est. Cost $132.90 Unrealized 0.0%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $827 Shares 11,005 Est. Cost $79.65 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $794 Shares 2,660 Est. Cost $274.29 Unrealized +2.4%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $752 Shares 5,500 Est. Cost $130.73 Unrealized 0.0%
GSK GSK PLC 0.1%
Value ($000) $741 Shares 20,000 Est. Cost $37.06 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $714 Shares 6,400 Est. Cost $99.79 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 0.1%
Value ($000) $713 Shares 14,053 Est. Cost $48.05 Unrealized +2.4%
ARISTA NETWORKS INC 0.1%
Value ($000) $707 Shares 3,000 Est. Cost $188.23 Unrealized
SSD SIMPSON MFG INC 0.1%
Value ($000) $693 Shares 3,500 Est. Cost $156.29 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $686 Shares 63,179 Est. Cost $18.55 Unrealized -41.8%
DPZ DOMINOS PIZZA INC 0.1%
Value ($000) $680 Shares 1,650 Est. Cost $371.81 Unrealized -2.3%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.1%
Value ($000) $667 Shares 10,000 Est. Cost $58.46 Unrealized -1.9%
LPLA LPL FINL HLDGS INC 0.1%
Value ($000) $626 Shares 2,750 Est. Cost $230.19 Unrealized -2.3%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $624 Shares 2,000 Est. Cost $263.31 Unrealized +0.3%
CASY CASEYS GEN STORES INC 0.1%
Value ($000) $618 Shares 2,250 Est. Cost $270.43 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $618 Shares 650 Est. Cost $56.46 Unrealized +11.9%
KMLM KRANESHARES TR 0.1%
Value ($000) $617 Shares 18,931 Est. Cost $36.69 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.1%
Value ($000) $578 Shares 17,400 Est. Cost $29.63 Unrealized +5.4%
OTEX OPEN TEXT CORP 0.1%
Value ($000) $569 Shares 13,500 Est. Cost $33.72 Unrealized +3.6%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $564 Shares 2,500 Est. Cost $198.52 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $547 Shares 1,119 Est. Cost $45.53 Unrealized +1.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $481 Shares 3,000 Est. Cost $143.16 Unrealized 0.0%
CELESTICA INC 0.0%
Value ($000) $474 Shares 16,100 Est. Cost $24.59 Unrealized
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $460 Shares 2,860 Est. Cost $169.67 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.0%
Value ($000) $452 Shares 7,000 Est. Cost $64.62 Unrealized
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $426 Shares 10,155 Est. Cost $45.13 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $424 Shares 20,000 Est. Cost $22.14 Unrealized
TU TELUS CORPORATION 0.0%
Value ($000) $404 Shares 24,670 Est. Cost $21.51 Unrealized -19.6%
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $402 Shares 2,250 Est. Cost $143.77 Unrealized +16.9%
CVE CENOVUS ENERGY INC 0.0%
Value ($000) $395 Shares 23,600 Est. Cost $17.25 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $393 Shares 1,635 Est. Cost $214.57 Unrealized 0.0%
RBA RB GLOBAL INC 0.0%
Value ($000) $370 Shares 5,500 Est. Cost $64.26 Unrealized 0.0%
LEA LEAR CORP 0.0%
Value ($000) $362 Shares 2,700 Est. Cost $128.34 Unrealized -1.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $362 Shares 5,345 Est. Cost $66.11 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $352 Shares 1,790 Est. Cost $221.11 Unrealized -7.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $347 Shares 4,130 Est. Cost $36.78 Unrealized +18.0%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $335 Shares 1,000 Est. Cost $369.74 Unrealized 0.0%
CM CANADIAN IMPERIAL BK COMM TO 0.0%
Value ($000) $322 Shares 8,308 Est. Cost $38.65 Unrealized -4.8%
ICLN ISHARES TR 0.0%
Value ($000) $319 Shares 20,505 Est. Cost $24.17 Unrealized
IVOL KRANESHARES TR 0.0%
Value ($000) $298 Shares 14,501 Est. Cost $27.14 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $262 Shares 12,835 Est. Cost $19.00 Unrealized +1.1%
BIL SPDR SER TR 0.0%
Value ($000) $242 Shares 2,635 Est. Cost $91.82 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $234 Shares 934 Est. Cost $199.96 Unrealized +18.9%
WSC WILLSCOT MOBIL MINI HLDNG CO 0.0%
Value ($000) $223 Shares 5,000 Est. Cost $40.42 Unrealized 0.0%
VRSN VERISIGN INC 0.0%
Value ($000) $206 Shares 1,000 Est. Cost $206.42 Unrealized 0.0%
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $161 Shares 35,045 Est. Cost $5.48 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $123 Shares 10,794 Est. Cost $12.34 Unrealized