Morningstar Investment Management LLC Diversified Active

CIK: 0001673385 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 13, 2024

Total Value ($000): $922 (100.0% shares, 0.0% debt)

Holdings (200)

GOVT ISHARES TR 18.5%
Value ($000) $171 Shares 7,496,170 Est. Cost $0.02 Unrealized
VDC VANGUARD WORLD FDS 9.1%
Value ($000) $84 Shares 409,306 Est. Cost $33.78 Unrealized
VHT VANGUARD WORLD FDS 8.0%
Value ($000) $73 Shares 271,531 Est. Cost $41.19 Unrealized
SCHO SCHWAB STRATEGIC TR 7.9%
Value ($000) $73 Shares 1,517,077 Est. Cost $31.49 Unrealized
VTI VANGUARD INDEX FDS 6.4%
Value ($000) $59 Shares 228,155 Est. Cost $58.93 Unrealized
GOOGL ALPHABET INC 5.7%
Value ($000) $52 Shares 347,159 Est. Cost $103.65 Unrealized +37.0%
XLB SELECT SECTOR SPDR TR 3.2%
Value ($000) $30 Shares 318,769 Est. Cost $0.08 Unrealized
META META PLATFORMS INC 2.9%
Value ($000) $27 Shares 55,018 Est. Cost $195.57 Unrealized +126.6%
MSFT MICROSOFT CORP 2.9%
Value ($000) $27 Shares 63,034 Est. Cost $289.24 Unrealized +38.0%
AAPL APPLE INC 2.2%
Value ($000) $20 Shares 116,087 Est. Cost $153.03 Unrealized +17.8%
FNDE SCHWAB STRATEGIC TR 2.0%
Value ($000) $18 Shares 650,867 Est. Cost $12.06 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $17 Shares 92,668 Est. Cost $125.16 Unrealized +33.4%
KXI ISHARES TR 1.1%
Value ($000) $10 Shares 168,014 Est. Cost $0.06 Unrealized
DIS DISNEY WALT CO 1.0%
Value ($000) $10 Shares 78,405 Est. Cost $94.54 Unrealized +8.3%
VZ VERIZON COMMUNICATION INC 1.0%
Value ($000) $10 Shares 227,136 Est. Cost $31.33 Unrealized +14.7%
EWY ISHARES INC 1.0%
Value ($000) $9 Shares 135,523 Est. Cost $12.92 Unrealized
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $9 Shares 206,849 Est. Cost $32.77 Unrealized +24.0%
EPD ENTERPRISE PRODS PARTNERS L 0.7%
Value ($000) $6 Shares 212,732 Est. Cost $0.28 Unrealized
OKE ONEOK INC NEW 0.6%
Value ($000) $6 Shares 74,208 Est. Cost $47.56 Unrealized +40.3%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $6 Shares 97,801 Est. Cost $41.03 Unrealized +22.2%
WMB WILLIAMS COS INC 0.6%
Value ($000) $6 Shares 142,442 Est. Cost $21.13 Unrealized +56.1%
VGLT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $5 Shares 90,083 Est. Cost $62.33 Unrealized
LNG CHENIERE ENERGY INC 0.6%
Value ($000) $5 Shares 33,045 Est. Cost $81.34 Unrealized +97.7%
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $5 Shares 288,564 Est. Cost $13.70 Unrealized +16.6%
NFLX NETFLIX INC 0.5%
Value ($000) $5 Shares 8,059 Est. Cost $32.79 Unrealized +71.9%
XLU SELECT SECTOR SPDR TR 0.5%
Value ($000) $5 Shares 73,927 Est. Cost $0.06 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $4 Shares 37,690 Est. Cost $88.85 Unrealized +10.4%
BAC BANK AMERICA CORP 0.5%
Value ($000) $4 Shares 115,287 Est. Cost $27.61 Unrealized +18.8%
ET ENERGY TRANSFER L P 0.4%
Value ($000) $4 Shares 250,633 Est. Cost $0.01 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $4 Shares 18,631 Est. Cost $145.94 Unrealized +19.0%
USB US BANCORP DEL 0.4%
Value ($000) $4 Shares 83,455 Est. Cost $33.34 Unrealized +15.9%
VGIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $4 Shares 61,071 Est. Cost $0.06 Unrealized
PNC PNC FINL SVCS GROUP INC 0.4%
Value ($000) $4 Shares 22,032 Est. Cost $121.36 Unrealized +16.3%
MS MORGAN STANLEY 0.4%
Value ($000) $3 Shares 36,600 Est. Cost $75.08 Unrealized +10.8%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $3 Shares 7,968 Est. Cost $321.19 Unrealized +15.9%
TFC TRUIST FINL CORP 0.3%
Value ($000) $3 Shares 81,068 Est. Cost $28.22 Unrealized +18.3%
C CITIGROUP INC 0.3%
Value ($000) $3 Shares 48,466 Est. Cost $41.35 Unrealized +27.0%
TMUS T-MOBILE US INC 0.3%
Value ($000) $3 Shares 18,657 Est. Cost $138.84 Unrealized +13.9%
PBR PETROLEO BRASILEIRO SA PETRO 0.3%
Value ($000) $3 Shares 189,709 Est. Cost $0.01 Unrealized
MTB M & T BK CORP 0.3%
Value ($000) $3 Shares 19,554 Est. Cost $117.30 Unrealized +11.3%
HBAN HUNTINGTON BANCSHARES INC 0.3%
Value ($000) $3 Shares 201,190 Est. Cost $9.98 Unrealized +19.7%
TME TENCENT MUSIC ENTMT GROUP 0.3%
Value ($000) $3 Shares 247,768 Est. Cost $3.15 Unrealized
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $3 Shares 56,437 Est. Cost $15.65 Unrealized
TRGP TARGA RES CORP 0.3%
Value ($000) $3 Shares 23,889 Est. Cost $60.71 Unrealized +49.3%
COF CAPITAL ONE FINL CORP 0.3%
Value ($000) $3 Shares 17,700 Est. Cost $104.53 Unrealized +26.2%
EQUITRANS MIDSTREAM CORP 0.3%
Value ($000) $3 Shares 210,260 Est. Cost $0.01 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.3%
Value ($000) $2 Shares 134,090 Est. Cost $0.01 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $2 Shares 62,084 Est. Cost $25.54 Unrealized +26.7%
PDD PDD HOLDINGS INC 0.3%
Value ($000) $2 Shares 19,859 Est. Cost $18.41 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $2 Shares 61,675 Est. Cost $25.22 Unrealized +20.9%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $2 Shares 38,822 Est. Cost $43.67 Unrealized +20.6%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $2 Shares 24,637 Est. Cost $70.30 Unrealized +10.1%
MPLX MPLX LP 0.2%
Value ($000) $2 Shares 49,876 Est. Cost $0.03 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $2 Shares 33,276 Est. Cost $53.96 Unrealized +5.1%
KEY KEYCORP 0.2%
Value ($000) $2 Shares 113,230 Est. Cost $10.65 Unrealized +23.6%
ABBV ABBVIE INC 0.2%
Value ($000) $2 Shares 9,666 Est. Cost $135.25 Unrealized +19.8%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $2 Shares 13,001 Est. Cost $123.71 Unrealized +9.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $2 Shares 6,089 Est. Cost $256.04 Unrealized +8.6%
CME CME GROUP INC 0.2%
Value ($000) $2 Shares 7,775 Est. Cost $159.51 Unrealized +23.7%
TCOM TRIP COM GROUP LTD 0.2%
Value ($000) $2 Shares 35,958 Est. Cost $12.24 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.2%
Value ($000) $2 Shares 74,878 Est. Cost $15.76 Unrealized +10.4%
PEP PEPSICO INC 0.2%
Value ($000) $2 Shares 8,952 Est. Cost $156.40 Unrealized +0.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2 Shares 9,812 Est. Cost $140.44 Unrealized -1.0%
AMGN AMGEN INC 0.2%
Value ($000) $1 Shares 5,243 Est. Cost $222.40 Unrealized +24.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1 Shares 5,099 Est. Cost $205.34 Unrealized +25.6%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1 Shares 20,577 Est. Cost $65.24 Unrealized +5.6%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1 Shares 11,126 Est. Cost $122.66 Unrealized -7.0%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1 Shares 18,910 Est. Cost $56.12 Unrealized +14.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1 Shares 6,138 Est. Cost $158.86 Unrealized +20.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1 Shares 15,991 Est. Cost $69.09 Unrealized +2.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1 Shares 11,012 Est. Cost $82.04 Unrealized +21.1%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $1 Shares 88,535 Est. Cost $6.85 Unrealized +66.2%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 21,955 Est. Cost $52.48 Unrealized -12.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1 Shares 12,705 Est. Cost $72.91 Unrealized +11.6%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1 Shares 15,603 Est. Cost $71.92 Unrealized +0.1%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1 Shares 6,530 Est. Cost $155.38 Unrealized +1.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1 Shares 8,213 Est. Cost $110.43 Unrealized +17.5%
STT STATE STR CORP 0.1%
Value ($000) $1 Shares 14,083 Est. Cost $66.17 Unrealized +5.1%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 37,016 Est. Cost $34.98 Unrealized -29.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $1 Shares 11,743 Est. Cost $79.90 Unrealized -4.9%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 893 Est. Cost $61.12 Unrealized +14.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 22,595 Est. Cost $36.57 Unrealized -2.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 11,215 Est. Cost $76.04 Unrealized +6.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,130 Est. Cost $431.49 Unrealized -3.6%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 31,543 Est. Cost $30.37 Unrealized -4.3%
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 303 Est. Cost $2552.51 Unrealized +12.0%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1 Shares 3,504 Est. Cost $213.99 Unrealized +15.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1 Shares 1,951 Est. Cost $397.11 Unrealized +14.0%
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 3,003 Est. Cost $171.23 Unrealized +56.3%
PCAR PACCAR INC 0.1%
Value ($000) $1 Shares 7,575 Est. Cost $66.70 Unrealized +51.1%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1 Shares 7,781 Est. Cost $37.96 Unrealized +35.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 9,192 Est. Cost $85.15 Unrealized +3.9%
AVGO BROADCOM INC 0.1%
Value ($000) $1 Shares 666 Est. Cost $47.61 Unrealized +154.6%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 5,552 Est. Cost $151.99 Unrealized -1.1%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 1,544 Est. Cost $445.37 Unrealized +21.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 5,303 Est. Cost $129.79 Unrealized +15.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1 Shares 4,099 Est. Cost $175.56 Unrealized +3.0%
CMA COMERICA INC 0.1%
Value ($000) $1 Shares 14,361 Est. Cost $40.68 Unrealized +17.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $1 Shares 2,603 Est. Cost $174.30 Unrealized +53.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $1 Shares 2,124 Est. Cost $213.76 Unrealized +45.5%
BLACKROCK INC 0.1%
Value ($000) $1 Shares 928 Est. Cost $0.70 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1 Shares 15,241 Est. Cost $45.77 Unrealized +3.2%
CCI CROWN CASTLE INC 0.1%
Value ($000) $1 Shares 7,165 Est. Cost $101.91 Unrealized -4.1%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 8,227 Est. Cost $81.80 Unrealized +3.9%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 10,487 Est. Cost $65.30 Unrealized -0.8%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1 Shares 4,959 Est. Cost $151.24 Unrealized -9.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1 Shares 2,639 Est. Cost $222.83 Unrealized +9.2%
HSY HERSHEY CO 0.1%
Value ($000) $1 Shares 3,594 Est. Cost $238.91 Unrealized -23.8%
LOW LOWES COS INC 0.1%
Value ($000) $1 Shares 2,726 Est. Cost $194.73 Unrealized +14.0%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1 Shares 2,038 Est. Cost $272.09 Unrealized +10.7%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 706 Est. Cost $766.75 Unrealized +23.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1 Shares 2,720 Est. Cost $203.59 Unrealized +15.1%
GIS GENERAL MLS INC 0.1%
Value ($000) $1 Shares 9,439 Est. Cost $76.62 Unrealized -20.9%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1 Shares 3,314 Est. Cost $119.69 Unrealized +44.2%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1 Shares 1,660 Est. Cost $274.84 Unrealized +20.2%
CSX CSX CORP 0.1%
Value ($000) $1 Shares 16,007 Est. Cost $30.43 Unrealized +16.6%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $1 Shares 2,290 Est. Cost $200.25 Unrealized +18.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1 Shares 1,167 Est. Cost $433.83 Unrealized +2.8%
ARISTA NETWORKS INC 0.1%
Value ($000) $1 Shares 1,882 Est. Cost $0.16 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $1 Shares 9,136 Est. Cost $53.44 Unrealized +7.6%
MMM 3M CO 0.1%
Value ($000) $1 Shares 5,011 Est. Cost $79.29 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $1 Shares 3,353 Est. Cost $94.57 Unrealized +40.9%
UNP UNION PAC CORP 0.1%
Value ($000) $1 Shares 2,066 Est. Cost $187.00 Unrealized +26.0%
T AT&T INC 0.1%
Value ($000) $1 Shares 28,393 Est. Cost $14.79 Unrealized +5.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $0 Shares 2,040 Est. Cost $260.95 Unrealized -10.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $0 Shares 2,132 Est. Cost $156.19 Unrealized +29.9%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1,314 Est. Cost $230.06 Unrealized +36.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $0 Shares 503 Est. Cost $33.72 Unrealized +114.8%
NTAP NETAPP INC 0.0%
Value ($000) $0 Shares 4,328 Est. Cost $61.76 Unrealized +44.5%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1,546 Est. Cost $216.04 Unrealized +11.0%
AMCOR PLC 0.0%
Value ($000) $0 Shares 45,635 Est. Cost $9.97 Unrealized -12.6%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 3,548 Est. Cost $97.60 Unrealized +4.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 144 Est. Cost $39.56 Unrealized +29.3%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 1,175 Est. Cost $279.68 Unrealized +26.8%
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 4,152 Est. Cost $75.63 Unrealized +14.8%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1,865 Est. Cost $297.86 Unrealized -21.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $0 Shares 2,421 Est. Cost $125.89 Unrealized +27.3%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $3067.93 Unrealized +14.4%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 2,494 Est. Cost $187.30 Unrealized -27.1%
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 1,328 Est. Cost $260.59 Unrealized +1.7%
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 5,418 Est. Cost $53.19 Unrealized +17.7%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 547 Est. Cost $407.84 Unrealized +54.9%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 930 Est. Cost $310.36 Unrealized +22.4%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $0 Shares 2,432 Est. Cost $94.86 Unrealized +42.5%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 6,195 Est. Cost $51.55 Unrealized +6.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,795 Est. Cost $176.89 Unrealized +5.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 2,051 Est. Cost $108.32 Unrealized +37.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 7,050 Est. Cost $51.90 Unrealized -17.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 855 Est. Cost $302.56 Unrealized +24.9%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $0 Shares 3,265 Est. Cost $88.45 Unrealized +5.1%
PIONEER NAT RES CO 0.0%
Value ($000) $0 Shares 1,249 Est. Cost $0.21 Unrealized
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 1,588 Est. Cost $122.99 Unrealized +46.7%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 3,455 Est. Cost $102.99 Unrealized -5.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 1,460 Est. Cost $200.93 Unrealized +2.6%
EC ECOPETROL S A 0.0%
Value ($000) $0 Shares 26,727 Est. Cost $0.01 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 7,138 Est. Cost $30.72 Unrealized +43.4%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 4,891 Est. Cost $53.46 Unrealized +3.6%
EOG EOG RES INC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $104.76 Unrealized +5.4%
AME AMETEK INC 0.0%
Value ($000) $0 Shares 1,593 Est. Cost $143.69 Unrealized +18.4%
ATR APTARGROUP INC 0.0%
Value ($000) $0 Shares 1,984 Est. Cost $113.34 Unrealized +16.5%
NNN NNN REIT INC 0.0%
Value ($000) $0 Shares 6,676 Est. Cost $0.04 Unrealized
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 3,126 Est. Cost $88.46 Unrealized -1.7%
KR KROGER CO 0.0%
Value ($000) $0 Shares 4,796 Est. Cost $44.93 Unrealized +5.3%
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 3,807 Est. Cost $56.04 Unrealized +15.6%
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 278 Est. Cost $0.78 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 1,995 Est. Cost $130.98 Unrealized -4.4%
EME EMCOR GROUP INC 0.0%
Value ($000) $0 Shares 742 Est. Cost $267.38 Unrealized 0.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 4,336 Est. Cost $49.49 Unrealized +3.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 2,248 Est. Cost $95.72 Unrealized +9.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 1,396 Est. Cost $117.86 Unrealized +48.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 2,764 Est. Cost $87.29 Unrealized -3.6%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $0 Shares 1,146 Est. Cost $0.23 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 4,347 Est. Cost $53.53 Unrealized -11.9%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $0 Shares 467 Est. Cost $421.81 Unrealized +22.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1,934 Est. Cost $137.60 Unrealized -14.4%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1,633 Est. Cost $111.64 Unrealized +14.3%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 8,157 Est. Cost $31.39 Unrealized -18.1%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 3,608 Est. Cost $68.02 Unrealized -10.0%
GNTX GENTEX CORP 0.0%
Value ($000) $0 Shares 6,663 Est. Cost $32.04 Unrealized +8.0%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 817 Est. Cost $247.59 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value ($000) $0 Shares 1,319 Est. Cost $142.02 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $0 Shares 3,021 Est. Cost $33.99 Unrealized 0.0%
KELLANOVA 0.0%
Value ($000) $0 Shares 4,038 Est. Cost $48.79 Unrealized +6.5%
DTE DTE ENERGY CO 0.0%
Value ($000) $0 Shares 2,055 Est. Cost $94.92 Unrealized +6.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2,494 Est. Cost $88.11 Unrealized +0.6%
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 8,206 Est. Cost $23.70 Unrealized +4.8%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 4,814 Est. Cost $35.90 Unrealized +9.7%
IEX IDEX CORP 0.0%
Value ($000) $0 Shares 924 Est. Cost $196.08 Unrealized +12.3%
INGR INGREDION INC 0.0%
Value ($000) $0 Shares 1,919 Est. Cost $100.33 Unrealized +12.2%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 1,246 Est. Cost $157.66 Unrealized 0.0%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 1,672 Est. Cost $80.16 Unrealized +48.1%
JUNIPER NETWORKS INC 0.0%
Value ($000) $0 Shares 5,908 Est. Cost $0.04 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 3,618 Est. Cost $52.28 Unrealized +4.6%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 4,031 Est. Cost $51.96 Unrealized -6.4%
TOL TOLL BROTHERS INC 0.0%
Value ($000) $0 Shares 1,651 Est. Cost $108.81 Unrealized 0.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 6,197 Est. Cost $36.82 Unrealized -8.8%
SNA SNAP ON INC 0.0%
Value ($000) $0 Shares 712 Est. Cost $254.93 Unrealized +5.9%
OMC ONEOK INC NEW 0.0%
Value ($000) $0 Shares 2,157 Est. Cost $84.10 Unrealized 0.0%
PKG PACKAGING CORP AMER 0.0%
Value ($000) $0 Shares 1,067 Est. Cost $165.18 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 33,005 Est. Cost $0.00 Unrealized