Morningstar Investment Management LLC Diversified Active

CIK: 0001673385 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 8, 2024

Total Value ($000): $957 (100.0% shares, 0.0% debt)

Holdings (195)

GOVT ISHARES TR 20.6%
Value ($000) $197 Shares 8,717,729 Est. Cost $0.02 Unrealized
VDC VANGUARD WORLD FDS 8.5%
Value ($000) $82 Shares 402,557 Est. Cost $33.78 Unrealized
VHT VANGUARD WORLD FDS 7.6%
Value ($000) $73 Shares 273,439 Est. Cost $41.19 Unrealized
VTI VANGUARD INDEX FDS 6.5%
Value ($000) $63 Shares 234,017 Est. Cost $57.46 Unrealized
GOOGL ALPHABET INC 6.1%
Value ($000) $59 Shares 322,941 Est. Cost $103.65 Unrealized +61.5%
SCHO SCHWAB STRATEGIC TR 5.9%
Value ($000) $57 Shares 1,177,008 Est. Cost $31.49 Unrealized
MSFT MICROSOFT CORP 3.5%
Value ($000) $33 Shares 74,620 Est. Cost $309.12 Unrealized +35.0%
AAPL APPLE INC 3.2%
Value ($000) $31 Shares 146,315 Est. Cost $159.66 Unrealized +15.9%
META META PLATFORMS INC 2.7%
Value ($000) $26 Shares 51,333 Est. Cost $195.57 Unrealized +147.1%
XLU SELECT SECTOR SPDR TR 2.3%
Value ($000) $22 Shares 316,659 Est. Cost $0.07 Unrealized
FNDE SCHWAB STRATEGIC TR 2.0%
Value ($000) $19 Shares 633,451 Est. Cost $12.06 Unrealized
NVDA NVIDIA CORPORATION 1.7%
Value ($000) $17 Shares 135,550 Est. Cost $100.80 Unrealized +0.2%
KXI ISHARES TR 1.1%
Value ($000) $11 Shares 176,434 Est. Cost $0.06 Unrealized
FLSW FRANKLIN TEMPLETON ETF TR 1.1%
Value ($000) $11 Shares 317,703 Est. Cost $0.03 Unrealized
AMZN AMAZON COM INC 1.0%
Value ($000) $10 Shares 49,811 Est. Cost $125.16 Unrealized +46.8%
EWY ISHARES INC 0.9%
Value ($000) $9 Shares 135,523 Est. Cost $12.92 Unrealized
VZ VERIZON COMMUNICATION INC 0.9%
Value ($000) $9 Shares 212,905 Est. Cost $31.33 Unrealized +16.4%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $9 Shares 223,857 Est. Cost $33.10 Unrealized +12.1%
VGLT VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $8 Shares 130,973 Est. Cost $42.89 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $7 Shares 72,327 Est. Cost $94.54 Unrealized +11.6%
MOAT VANECK ETF TRUST 0.6%
Value ($000) $6 Shares 71,730 Est. Cost $0.09 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.6%
Value ($000) $6 Shares 211,287 Est. Cost $0.28 Unrealized
KMI KINDER MORGAN INC DEL 0.6%
Value ($000) $6 Shares 293,656 Est. Cost $13.77 Unrealized +28.7%
LNG CHENIERE ENERGY INC 0.6%
Value ($000) $6 Shares 33,045 Est. Cost $81.34 Unrealized +95.7%
OKE ONEOK INC NEW 0.6%
Value ($000) $5 Shares 66,008 Est. Cost $47.56 Unrealized +55.4%
NFLX NETFLIX INC 0.6%
Value ($000) $5 Shares 7,894 Est. Cost $32.79 Unrealized +90.5%
WMB WILLIAMS COS INC 0.6%
Value ($000) $5 Shares 124,021 Est. Cost $21.13 Unrealized +78.4%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $5 Shares 76,128 Est. Cost $41.03 Unrealized +38.6%
XLB SELECT SECTOR SPDR TR 0.5%
Value ($000) $4 Shares 50,763 Est. Cost $0.08 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $4 Shares 36,747 Est. Cost $88.85 Unrealized +23.9%
BAC BANK AMERICA CORP 0.4%
Value ($000) $4 Shares 99,650 Est. Cost $27.61 Unrealized +33.4%
VGIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $4 Shares 66,246 Est. Cost $0.06 Unrealized
ET ENERGY TRANSFER L P 0.4%
Value ($000) $4 Shares 223,302 Est. Cost $0.01 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $3 Shares 15,944 Est. Cost $145.94 Unrealized +29.6%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $3 Shares 20,354 Est. Cost $121.36 Unrealized +20.8%
USB US BANCORP DEL 0.3%
Value ($000) $3 Shares 78,744 Est. Cost $33.34 Unrealized +13.3%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $3 Shares 6,845 Est. Cost $321.19 Unrealized +31.9%
TMUS T-MOBILE US INC 0.3%
Value ($000) $3 Shares 17,366 Est. Cost $138.84 Unrealized +17.8%
MS MORGAN STANLEY 0.3%
Value ($000) $3 Shares 31,216 Est. Cost $75.08 Unrealized +20.9%
TFC TRUIST FINL CORP 0.3%
Value ($000) $3 Shares 72,246 Est. Cost $28.22 Unrealized +23.8%
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $3 Shares 56,437 Est. Cost $15.65 Unrealized
MTB M & T BK CORP 0.3%
Value ($000) $3 Shares 17,648 Est. Cost $117.30 Unrealized +18.5%
TRGP TARGA RES CORP 0.3%
Value ($000) $3 Shares 19,672 Est. Cost $60.71 Unrealized +86.4%
C CITIGROUP INC 0.3%
Value ($000) $2 Shares 38,810 Est. Cost $41.35 Unrealized +42.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.2%
Value ($000) $2 Shares 161,919 Est. Cost $0.01 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $2 Shares 175,233 Est. Cost $9.98 Unrealized +25.8%
EQUITRANS MIDSTREAM CORP 0.2%
Value ($000) $2 Shares 172,183 Est. Cost $0.01 Unrealized
MPLX MPLX LP 0.2%
Value ($000) $2 Shares 49,876 Est. Cost $0.03 Unrealized
COF CAPITAL ONE FINL CORP 0.2%
Value ($000) $2 Shares 15,217 Est. Cost $104.53 Unrealized +31.2%
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $2 Shares 117,053 Est. Cost $0.01 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $2 Shares 32,316 Est. Cost $53.96 Unrealized +9.1%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $2 Shares 33,863 Est. Cost $43.67 Unrealized +27.6%
TME TENCENT MUSIC ENTMT GROUP 0.2%
Value ($000) $2 Shares 143,468 Est. Cost $3.15 Unrealized
PDD PDD HOLDINGS INC 0.2%
Value ($000) $2 Shares 15,016 Est. Cost $18.41 Unrealized
CFG CITIZENS FINL GROUP INC 0.2%
Value ($000) $2 Shares 54,300 Est. Cost $25.22 Unrealized +30.0%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $2 Shares 22,922 Est. Cost $70.30 Unrealized +13.7%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $2 Shares 51,321 Est. Cost $25.54 Unrealized +34.3%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2 Shares 11,079 Est. Cost $141.35 Unrealized +5.0%
EA ELECTRONIC ARTS INC 0.2%
Value ($000) $2 Shares 11,997 Est. Cost $123.71 Unrealized +5.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $2 Shares 6,342 Est. Cost $256.00 Unrealized -0.4%
AMGN AMGEN INC 0.2%
Value ($000) $2 Shares 5,031 Est. Cost $222.40 Unrealized +25.6%
CME CME GROUP INC 0.2%
Value ($000) $2 Shares 7,775 Est. Cost $159.51 Unrealized +22.2%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1 Shares 10,781 Est. Cost $122.66 Unrealized +2.1%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1 Shares 5,099 Est. Cost $205.34 Unrealized +38.3%
PEP PEPSICO INC 0.2%
Value ($000) $1 Shares 8,952 Est. Cost $156.40 Unrealized +3.8%
ABBV ABBVIE INC 0.2%
Value ($000) $1 Shares 8,595 Est. Cost $135.25 Unrealized +16.2%
KEY KEYCORP 0.1%
Value ($000) $1 Shares 97,594 Est. Cost $10.65 Unrealized +25.8%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1 Shares 67,555 Est. Cost $15.76 Unrealized +14.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1 Shares 20,577 Est. Cost $65.24 Unrealized -0.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $1 Shares 6,138 Est. Cost $158.86 Unrealized +27.7%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1 Shares 12,705 Est. Cost $72.91 Unrealized +22.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1 Shares 15,783 Est. Cost $56.12 Unrealized +28.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $1 Shares 8,213 Est. Cost $110.43 Unrealized +19.3%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1 Shares 10,183 Est. Cost $82.04 Unrealized +31.0%
AM ANTERO MIDSTREAM CORP 0.1%
Value ($000) $1 Shares 75,129 Est. Cost $6.85 Unrealized +89.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1 Shares 15,603 Est. Cost $71.92 Unrealized -12.2%
PFE PFIZER INC 0.1%
Value ($000) $1 Shares 38,186 Est. Cost $34.67 Unrealized -28.6%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1 Shares 31,543 Est. Cost $30.37 Unrealized +3.9%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $1 Shares 5,394 Est. Cost $155.38 Unrealized +13.4%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $1 Shares 15,562 Est. Cost $50.10 Unrealized +24.2%
MO ALTRIA GROUP INC 0.1%
Value ($000) $1 Shares 22,595 Est. Cost $36.57 Unrealized +7.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,130 Est. Cost $431.49 Unrealized +2.3%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $1 Shares 11,183 Est. Cost $79.90 Unrealized +3.4%
STT STATE STR CORP 0.1%
Value ($000) $1 Shares 12,920 Est. Cost $66.17 Unrealized +6.6%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1 Shares 15,991 Est. Cost $69.09 Unrealized -15.3%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1 Shares 893 Est. Cost $61.12 Unrealized +13.1%
ETN EATON CORP PLC 0.1%
Value ($000) $1 Shares 3,003 Est. Cost $171.23 Unrealized +85.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $1 Shares 22,671 Est. Cost $52.12 Unrealized -21.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 9,192 Est. Cost $85.15 Unrealized +10.7%
AZO AUTOZONE INC 0.1%
Value ($000) $1 Shares 303 Est. Cost $2552.51 Unrealized +14.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $1 Shares 11,215 Est. Cost $76.04 Unrealized +2.7%
HON HONEYWELL INTL INC 0.1%
Value ($000) $1 Shares 4,099 Est. Cost $175.56 Unrealized +4.7%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 1,544 Est. Cost $445.37 Unrealized +19.7%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $1 Shares 1,951 Est. Cost $397.11 Unrealized +13.7%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $1 Shares 2,603 Est. Cost $174.30 Unrealized +80.0%
SO SOUTHERN CO 0.1%
Value ($000) $1 Shares 10,487 Est. Cost $65.30 Unrealized +9.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1 Shares 5,552 Est. Cost $151.99 Unrealized -6.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1 Shares 3,337 Est. Cost $213.99 Unrealized +10.7%
CCI CROWN CASTLE INC 0.1%
Value ($000) $1 Shares 8,080 Est. Cost $100.53 Unrealized -10.7%
PCAR PACCAR INC 0.1%
Value ($000) $1 Shares 7,575 Est. Cost $66.70 Unrealized +55.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 7,567 Est. Cost $81.80 Unrealized +11.6%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $1 Shares 706 Est. Cost $766.75 Unrealized +25.7%
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 -1.0%
CMA COMERICA INC 0.1%
Value ($000) $1 Shares 14,178 Est. Cost $40.68 Unrealized +16.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $1 Shares 2,124 Est. Cost $213.76 Unrealized +58.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1 Shares 4,184 Est. Cost $129.79 Unrealized +21.1%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1 Shares 4,959 Est. Cost $151.24 Unrealized -14.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1 Shares 2,639 Est. Cost $222.83 Unrealized +11.4%
HSY HERSHEY CO 0.1%
Value ($000) $1 Shares 3,594 Est. Cost $238.91 Unrealized -23.0%
ARISTA NETWORKS INC 0.1%
Value ($000) $1 Shares 1,882 Est. Cost $0.16 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $1 Shares 2,038 Est. Cost $272.09 Unrealized +17.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1 Shares 2,720 Est. Cost $203.59 Unrealized +16.2%
AVGO BROADCOM INC 0.1%
Value ($000) $1 Shares 377 Est. Cost $47.61 Unrealized +189.2%
LOW LOWES COS INC 0.1%
Value ($000) $1 Shares 2,726 Est. Cost $194.73 Unrealized +13.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $1 Shares 9,439 Est. Cost $76.62 Unrealized -15.9%
SYK STRYKER CORPORATION 0.1%
Value ($000) $1 Shares 1,660 Est. Cost $274.84 Unrealized +21.3%
T AT&T INC 0.1%
Value ($000) $1 Shares 28,393 Est. Cost $14.79 Unrealized +9.3%
CSX CSX CORP 0.1%
Value ($000) $1 Shares 16,007 Est. Cost $30.43 Unrealized +8.8%
MMM 3M CO 0.1%
Value ($000) $1 Shares 5,011 Est. Cost $79.29 Unrealized +18.9%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $1 Shares 1,167 Est. Cost $433.83 Unrealized +2.3%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $0 Shares 2,132 Est. Cost $156.19 Unrealized +45.5%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $0 Shares 2,290 Est. Cost $200.25 Unrealized +12.0%
NTAP NETAPP INC 0.1%
Value ($000) $0 Shares 3,806 Est. Cost $61.76 Unrealized +75.8%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $0 Shares 1,898 Est. Cost $260.95 Unrealized -7.1%
UNP UNION PAC CORP 0.0%
Value ($000) $0 Shares 2,066 Est. Cost $187.00 Unrealized +20.6%
FDX FEDEX CORP 0.0%
Value ($000) $0 Shares 1,546 Est. Cost $216.04 Unrealized +16.5%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $0 Shares 9,136 Est. Cost $53.44 Unrealized -0.8%
KLAC KLA CORP 0.0%
Value ($000) $0 Shares 547 Est. Cost $407.84 Unrealized +78.6%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 7,200 Est. Cost $61.67 Unrealized +0.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $0 Shares 2,591 Est. Cost $119.69 Unrealized +38.6%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1,865 Est. Cost $297.86 Unrealized -27.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $0 Shares 108 Est. Cost $3067.93 Unrealized +19.1%
RTX RTX CORPORATION 0.0%
Value ($000) $0 Shares 4,152 Est. Cost $75.63 Unrealized +32.4%
AMCOR PLC 0.0%
Value ($000) $0 Shares 42,409 Est. Cost $9.97 Unrealized -8.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 1,795 Est. Cost $176.89 Unrealized +17.4%
QCOM QUALCOMM INC 0.0%
Value ($000) $0 Shares 2,051 Est. Cost $108.32 Unrealized +68.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $0 Shares 2,421 Est. Cost $125.89 Unrealized +23.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1,314 Est. Cost $230.06 Unrealized +32.6%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 930 Est. Cost $310.36 Unrealized +26.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $0 Shares 6,195 Est. Cost $51.55 Unrealized +16.8%
EIX EDISON INTL 0.0%
Value ($000) $0 Shares 5,418 Est. Cost $53.19 Unrealized +26.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 2,541 Est. Cost $94.57 Unrealized +43.3%
PSA PUBLIC STORAGE 0.0%
Value ($000) $0 Shares 1,328 Est. Cost $260.59 Unrealized -1.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $0 Shares 855 Est. Cost $302.56 Unrealized +31.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 1,588 Est. Cost $122.99 Unrealized +71.9%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $0 Shares 2,432 Est. Cost $94.86 Unrealized +52.0%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value ($000) $0 Shares 3,677 Est. Cost $89.03 Unrealized +5.2%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 1,175 Est. Cost $279.68 Unrealized +7.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 4,891 Est. Cost $53.46 Unrealized +26.5%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 2,494 Est. Cost $187.30 Unrealized -28.2%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $0 Shares 2,845 Est. Cost $97.60 Unrealized +8.5%
EOG EOG RES INC 0.0%
Value ($000) $0 Shares 2,399 Est. Cost $104.76 Unrealized +16.6%
EC ECOPETROL S A 0.0%
Value ($000) $0 Shares 26,727 Est. Cost $0.01 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $0 Shares 278 Est. Cost $0.78 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $0 Shares 6,051 Est. Cost $51.90 Unrealized -9.2%
NNN NNN REIT INC 0.0%
Value ($000) $0 Shares 6,676 Est. Cost $0.04 Unrealized
ATR APTARGROUP INC 0.0%
Value ($000) $0 Shares 1,984 Est. Cost $113.34 Unrealized +24.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $0 Shares 1,995 Est. Cost $130.98 Unrealized +1.5%
EME EMCOR GROUP INC 0.0%
Value ($000) $0 Shares 742 Est. Cost $267.38 Unrealized +37.5%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 8,116 Est. Cost $35.52 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $0 Shares 1,633 Est. Cost $111.64 Unrealized +37.2%
AME AMETEK INC 0.0%
Value ($000) $0 Shares 1,593 Est. Cost $143.69 Unrealized +18.9%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 3,455 Est. Cost $102.99 Unrealized -12.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $0 Shares 1,460 Est. Cost $200.93 Unrealized -7.2%
HAS HASBRO INC 0.0%
Value ($000) $0 Shares 4,347 Est. Cost $53.53 Unrealized +3.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 3,258 Est. Cost $85.75 Unrealized -9.0%
TSN TYSON FOODS INC 0.0%
Value ($000) $0 Shares 4,336 Est. Cost $49.49 Unrealized +11.6%
DOX AMDOCS LTD 0.0%
Value ($000) $0 Shares 3,126 Est. Cost $88.46 Unrealized -10.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $0 Shares 2,764 Est. Cost $87.29 Unrealized +0.5%
SEIC SEI INVTS CO 0.0%
Value ($000) $0 Shares 3,807 Est. Cost $56.04 Unrealized +17.2%
KR KROGER CO 0.0%
Value ($000) $0 Shares 4,796 Est. Cost $44.93 Unrealized +15.8%
NI NISOURCE INC 0.0%
Value ($000) $0 Shares 8,206 Est. Cost $23.70 Unrealized +13.6%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 4,814 Est. Cost $35.90 Unrealized +37.4%
KELLANOVA 0.0%
Value ($000) $0 Shares 4,038 Est. Cost $48.79 Unrealized +15.2%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,146 Est. Cost $199.50 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 8,157 Est. Cost $31.39 Unrealized -12.8%
DTE DTE ENERGY CO 0.0%
Value ($000) $0 Shares 2,055 Est. Cost $94.92 Unrealized +11.1%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 817 Est. Cost $247.59 Unrealized +11.5%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $0 Shares 1,396 Est. Cost $117.86 Unrealized +36.5%
GNTX GENTEX CORP 0.0%
Value ($000) $0 Shares 6,663 Est. Cost $32.04 Unrealized +7.8%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 1,246 Est. Cost $157.66 Unrealized +11.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $0 Shares 2,248 Est. Cost $95.72 Unrealized +3.7%
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 6,197 Est. Cost $36.82 Unrealized -4.7%
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 7,138 Est. Cost $30.72 Unrealized +5.8%
INGR INGREDION INC 0.0%
Value ($000) $0 Shares 1,919 Est. Cost $100.33 Unrealized +15.1%
VTR VENTAS INC 0.0%
Value ($000) $0 Shares 4,258 Est. Cost $44.49 Unrealized 0.0%
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 +10.2%
O REALTY INCOME CORP 0.0%
Value ($000) $0 Shares 4,031 Est. Cost $51.96 Unrealized -6.4%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 1,934 Est. Cost $137.60 Unrealized -22.8%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 3,608 Est. Cost $68.02 Unrealized -6.7%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 1,672 Est. Cost $80.16 Unrealized +47.0%
EHC ENCOMPASS HEALTH CORP 0.0%
Value ($000) $0 Shares 2,345 Est. Cost $82.94 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $0 Shares 33,005 Est. Cost $0.00 Unrealized