Cumberland Partners Ltd Diversified Active

CIK: 0001578985 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $1,441,968 (100.0% shares, 0.0% debt)

Holdings (169)

MSFT MICROSOFT CORP 6.0%
Value ($000) $86,153 Shares 173,204 Est. Cost $106.51 Unrealized +306.0%
WMT WALMART INC 4.9%
Value ($000) $71,298 Shares 729,170 Est. Cost $58.36 Unrealized +62.4%
META META PLATFORMS INC 4.4%
Value ($000) $63,103 Shares 85,495 Est. Cost $200.37 Unrealized +207.7%
NVDA NVIDIA CORPORATION 4.3%
Value ($000) $61,560 Shares 389,648 Est. Cost $123.12 Unrealized +2.2%
SPGI S&P GLOBAL INC 3.6%
Value ($000) $51,728 Shares 98,102 Est. Cost $322.37 Unrealized +54.1%
AMZN AMAZON COM INC 3.4%
Value ($000) $49,516 Shares 225,700 Est. Cost $169.54 Unrealized +16.7%
AVGO BROADCOM INC 3.4%
Value ($000) $49,249 Shares 178,664 Est. Cost $166.71 Unrealized +29.5%
RY ROYAL BK CDA 3.4%
Value ($000) $48,886 Shares 371,191 Est. Cost $74.91 Unrealized +63.3%
COST COSTCO WHSL CORP NEW 3.4%
Value ($000) $48,562 Shares 49,055 Est. Cost $305.41 Unrealized +224.4%
V VISA INC 3.3%
Value ($000) $48,250 Shares 135,895 Est. Cost $93.06 Unrealized +272.9%
ETN EATON CORP PLC 2.7%
Value ($000) $38,231 Shares 107,093 Est. Cost $160.80 Unrealized +90.7%
LIN LINDE PLC 2.4%
Value ($000) $34,568 Shares 73,678 Est. Cost $323.08 Unrealized +40.0%
MA MASTERCARD INCORPORATED 2.4%
Value ($000) $34,209 Shares 60,876 Est. Cost $408.87 Unrealized +34.9%
CP CANADIAN PACIFIC KANSAS CITY 2.2%
Value ($000) $31,161 Shares 392,406 Est. Cost $77.47 Unrealized -1.1%
GOOG ALPHABET INC 2.1%
Value ($000) $30,374 Shares 171,228 Est. Cost $113.93 Unrealized +44.7%
MRSH MARSH & MCLENNAN COS INC 2.1%
Value ($000) $29,567 Shares 135,232 Est. Cost $134.92 Unrealized +65.4%
LLY ELI LILLY & CO 2.0%
Value ($000) $28,532 Shares 36,602 Est. Cost $757.13 Unrealized +2.1%
AJG GALLAGHER ARTHUR J & CO 1.9%
Value ($000) $26,728 Shares 83,494 Est. Cost $180.76 Unrealized +81.2%
CRM SALESFORCE INC 1.6%
Value ($000) $23,493 Shares 86,153 Est. Cost $259.79 Unrealized +2.4%
TRI THOMSON REUTERS CORP 1.6%
Value ($000) $22,767 Shares 113,254 Est. Cost $122.43 Unrealized +50.6%
HD HOME DEPOT INC 1.6%
Value ($000) $22,614 Shares 61,680 Est. Cost $280.10 Unrealized +27.1%
VRTX VERTEX PHARMACEUTICALS INC 1.4%
Value ($000) $20,733 Shares 46,570 Est. Cost $444.00 Unrealized +3.8%
STN STANTEC INC 1.3%
Value ($000) $18,724 Shares 172,163 Est. Cost $81.18 Unrealized
GOOGL ALPHABET INC 1.2%
Value ($000) $17,180 Shares 97,489 Est. Cost $121.04 Unrealized +34.9%
ORLY OREILLY AUTOMOTIVE INC 1.1%
Value ($000) $16,220 Shares 179,961 Est. Cost $89.71 Unrealized +1.6%
AMAT APPLIED MATLS INC 1.0%
Value ($000) $14,638 Shares 79,961 Est. Cost $128.13 Unrealized +22.9%
CCJ CAMECO CORP 1.0%
Value ($000) $14,494 Shares 195,432 Est. Cost $21.98 Unrealized +142.3%
NDAQ NASDAQ INC 1.0%
Value ($000) $14,355 Shares 160,530 Est. Cost $68.54 Unrealized +15.5%
AAPL APPLE INC 0.9%
Value ($000) $13,462 Shares 65,615 Est. Cost $129.71 Unrealized +55.3%
MCK MCKESSON CORP 0.8%
Value ($000) $11,593 Shares 15,820 Est. Cost $528.14 Unrealized +33.2%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $11,573 Shares 63,545 Est. Cost $108.39 Unrealized +54.4%
CNI CANADIAN NATL RY CO 0.8%
Value ($000) $10,878 Shares 104,438 Est. Cost $95.80 Unrealized +5.0%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $10,100 Shares 37,849 Est. Cost $243.58 Unrealized +5.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.6%
Value ($000) $9,309 Shares 41,102 Est. Cost $93.96 Unrealized
HWM HOWMET AEROSPACE INC 0.6%
Value ($000) $8,857 Shares 47,585 Est. Cost $57.82 Unrealized +165.7%
AZN ASTRAZENECA PLC 0.6%
Value ($000) $8,757 Shares 125,311 Est. Cost $73.25 Unrealized
ACN ACCENTURE PLC IRELAND 0.6%
Value ($000) $8,073 Shares 27,010 Est. Cost $296.37 Unrealized +2.2%
ORCL ORACLE CORP 0.5%
Value ($000) $7,804 Shares 35,695 Est. Cost $169.53 Unrealized -5.1%
PH PARKER-HANNIFIN CORP 0.5%
Value ($000) $7,408 Shares 10,606 Est. Cost $321.10 Unrealized +95.7%
TD TORONTO DOMINION BK ONT 0.5%
Value ($000) $7,392 Shares 100,558 Est. Cost $67.50 Unrealized -3.3%
DSGX DESCARTES SYS GROUP INC 0.5%
Value ($000) $7,140 Shares 70,409 Est. Cost $51.77 Unrealized +103.8%
MSI MOTOROLA SOLUTIONS INC 0.5%
Value ($000) $7,104 Shares 16,895 Est. Cost $332.92 Unrealized +24.7%
EXPE EXPEDIA GROUP INC 0.5%
Value ($000) $6,943 Shares 41,160 Est. Cost $167.08 Unrealized -3.4%
GE GE AEROSPACE 0.5%
Value ($000) $6,889 Shares 26,765 Est. Cost $218.59 Unrealized 0.0%
ET ENERGY TRANSFER L P 0.5%
Value ($000) $6,830 Shares 376,705 Est. Cost $15.81 Unrealized
APH AMPHENOL CORP NEW 0.5%
Value ($000) $6,738 Shares 68,229 Est. Cost $62.44 Unrealized +30.4%
WCN WASTE CONNECTIONS INC 0.5%
Value ($000) $6,705 Shares 35,960 Est. Cost $158.21 Unrealized +21.5%
AGI ALAMOS GOLD INC NEW 0.4%
Value ($000) $6,460 Shares 243,360 Est. Cost $8.65 Unrealized +209.0%
FSV FIRSTSERVICE CORP NEW 0.4%
Value ($000) $6,409 Shares 36,800 Est. Cost $86.92 Unrealized +98.3%
GRTUF GRANITE REAL ESTATE INVT TR 0.4%
Value ($000) $6,247 Shares 123,210 Est. Cost $48.35 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $5,783 Shares 18,970 Est. Cost $232.44 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value ($000) $5,489 Shares 2,100 Est. Cost $1477.76 Unrealized +58.0%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $5,411 Shares 58,000 Est. Cost $75.74 Unrealized +8.7%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $5,406 Shares 31,010 Est. Cost $139.76 Unrealized +14.6%
BLK BLACKROCK INC 0.4%
Value ($000) $5,299 Shares 5,050 Est. Cost $991.05 Unrealized -5.8%
DE DEERE & CO 0.4%
Value ($000) $5,138 Shares 10,105 Est. Cost $484.68 Unrealized 0.0%
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $4,802 Shares 152,947 Est. Cost $22.66 Unrealized +32.3%
ABBV ABBVIE INC 0.3%
Value ($000) $4,659 Shares 25,102 Est. Cost $166.56 Unrealized +9.7%
ADSK AUTODESK INC 0.3%
Value ($000) $4,557 Shares 14,720 Est. Cost $284.41 Unrealized -0.2%
TUA SIMPLIFY EXCHANGE TRADED FUN 0.3%
Value ($000) $4,555 Shares 206,803 Est. Cost $22.59 Unrealized
FTNT FORTINET INC 0.3%
Value ($000) $4,229 Shares 40,000 Est. Cost $75.74 Unrealized +33.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $4,077 Shares 8,392 Est. Cost $312.61 Unrealized +62.5%
PBA PEMBINA PIPELINE CORP 0.3%
Value ($000) $4,059 Shares 108,300 Est. Cost $30.41 Unrealized +22.7%
MSCI MSCI INC 0.3%
Value ($000) $4,037 Shares 7,000 Est. Cost $562.63 Unrealized -2.4%
EUFN ISHARES TR 0.3%
Value ($000) $4,031 Shares 127,435 Est. Cost $28.60 Unrealized
BAC BANK AMERICA CORP 0.3%
Value ($000) $3,995 Shares 84,435 Est. Cost $28.10 Unrealized +47.5%
BAM BROOKFIELD ASSET MANAGMT LTD 0.3%
Value ($000) $3,910 Shares 70,790 Est. Cost $52.97 Unrealized -0.7%
ARES ARES MANAGEMENT CORPORATION 0.3%
Value ($000) $3,891 Shares 22,465 Est. Cost $98.99 Unrealized +56.8%
HBM HUDBAY MINERALS INC 0.3%
Value ($000) $3,862 Shares 364,700 Est. Cost $6.24 Unrealized +33.4%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $3,774 Shares 12,248 Est. Cost $293.95 Unrealized -1.1%
VEEV VEEVA SYS INC 0.2%
Value ($000) $3,600 Shares 12,500 Est. Cost $222.17 Unrealized +11.6%
TJX TJX COS INC NEW 0.2%
Value ($000) $3,587 Shares 29,045 Est. Cost $125.88 Unrealized 0.0%
AON AON PLC 0.2%
Value ($000) $3,525 Shares 9,880 Est. Cost $381.29 Unrealized -5.2%
TW TRADEWEB MKTS INC 0.2%
Value ($000) $3,482 Shares 23,781 Est. Cost $118.92 Unrealized +17.3%
RMD RESMED INC 0.2%
Value ($000) $3,354 Shares 13,000 Est. Cost $235.43 Unrealized +0.8%
PAYC PAYCOM SOFTWARE INC 0.2%
Value ($000) $3,245 Shares 14,025 Est. Cost $204.99 Unrealized +15.1%
NFLX NETFLIX INC 0.2%
Value ($000) $3,201 Shares 2,390 Est. Cost $63.64 Unrealized +77.7%
MCD MCDONALDS CORP 0.2%
Value ($000) $3,040 Shares 10,405 Est. Cost $303.54 Unrealized 0.0%
VST VISTRA CORP 0.2%
Value ($000) $3,004 Shares 15,500 Est. Cost $147.45 Unrealized 0.0%
CTA SIMPLIFY EXCHANGE TRADED FUN 0.2%
Value ($000) $3,001 Shares 112,220 Est. Cost $29.60 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $2,895 Shares 500 Est. Cost $3775.97 Unrealized +34.9%
DECK DECKERS OUTDOOR CORP 0.2%
Value ($000) $2,869 Shares 27,839 Est. Cost $140.35 Unrealized -21.1%
ZTS ZOETIS INC 0.2%
Value ($000) $2,807 Shares 18,000 Est. Cost $160.54 Unrealized -2.0%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,792 Shares 22,518 Est. Cost $102.81 Unrealized 0.0%
ADBE ADOBE INC 0.2%
Value ($000) $2,792 Shares 7,216 Est. Cost $453.45 Unrealized -15.0%
EFA ISHARES TR 0.2%
Value ($000) $2,607 Shares 29,168 Est. Cost $89.39 Unrealized
NVR NVR INC 0.2%
Value ($000) $2,585 Shares 350 Est. Cost $6010.95 Unrealized +19.2%
KNSL KINSALE CAP GROUP INC 0.2%
Value ($000) $2,540 Shares 5,250 Est. Cost $465.81 Unrealized 0.0%
ACGL ARCH CAP GROUP LTD 0.2%
Value ($000) $2,520 Shares 27,680 Est. Cost $87.81 Unrealized +5.1%
DPZ DOMINOS PIZZA INC 0.2%
Value ($000) $2,478 Shares 5,500 Est. Cost $464.31 Unrealized 0.0%
BNS BANK NOVA SCOTIA HALIFAX 0.2%
Value ($000) $2,445 Shares 44,231 Est. Cost $43.59 Unrealized +15.1%
TPL TEXAS PACIFIC LAND CORPORATI 0.2%
Value ($000) $2,377 Shares 2,250 Est. Cost $426.11 Unrealized -4.5%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.2%
Value ($000) $2,331 Shares 25,140 Est. Cost $87.71 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 0.2%
Value ($000) $2,304 Shares 34,686 Est. Cost $56.26 Unrealized +9.0%
BMO BANK MONTREAL QUE 0.2%
Value ($000) $2,303 Shares 20,801 Est. Cost $91.77 Unrealized +8.3%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $2,299 Shares 6,000 Est. Cost $358.58 Unrealized 0.0%
CHE CHEMED CORP NEW 0.2%
Value ($000) $2,191 Shares 4,500 Est. Cost $567.92 Unrealized 0.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $2,180 Shares 16,350 Est. Cost $102.00 Unrealized +11.3%
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $2,170 Shares 8,800 Est. Cost $143.30 Unrealized +71.1%
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $2,110 Shares 2,750 Est. Cost $323.18 Unrealized +98.6%
VIK VIKING HOLDINGS LTD 0.1%
Value ($000) $1,998 Shares 37,500 Est. Cost $44.14 Unrealized 0.0%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,972 Shares 24,800 Est. Cost $79.42 Unrealized
BRO BROWN & BROWN INC 0.1%
Value ($000) $1,940 Shares 17,500 Est. Cost $111.89 Unrealized 0.0%
AESI ATLAS ENERGY SOLUTIONS INC 0.1%
Value ($000) $1,937 Shares 144,900 Est. Cost $20.31 Unrealized -34.8%
FTI TECHNIPFMC PLC 0.1%
Value ($000) $1,894 Shares 55,000 Est. Cost $29.93 Unrealized +0.5%
PFE PFIZER INC 0.1%
Value ($000) $1,857 Shares 76,600 Est. Cost $25.12 Unrealized -11.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,802 Shares 11,800 Est. Cost $150.20 Unrealized +0.4%
NOA NORTH AMERN CONSTR GROUP LTD 0.1%
Value ($000) $1,758 Shares 110,100 Est. Cost $7.25 Unrealized +124.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $1,671 Shares 14,495 Est. Cost $108.97 Unrealized -8.2%
KLAC KLA CORP 0.1%
Value ($000) $1,568 Shares 1,750 Est. Cost $748.55 Unrealized 0.0%
ABT ABBOTT LABS 0.1%
Value ($000) $1,564 Shares 11,500 Est. Cost $130.60 Unrealized 0.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.1%
Value ($000) $1,545 Shares 15,000 Est. Cost $95.07 Unrealized
NU NU HLDGS LTD 0.1%
Value ($000) $1,544 Shares 112,500 Est. Cost $11.97 Unrealized 0.0%
EME EMCOR GROUP INC 0.1%
Value ($000) $1,471 Shares 2,750 Est. Cost $440.85 Unrealized 0.0%
IGIB ISHARES TR 0.1%
Value ($000) $1,452 Shares 27,255 Est. Cost $53.22 Unrealized
GDDY GODADDY INC 0.1%
Value ($000) $1,440 Shares 8,000 Est. Cost $118.19 Unrealized +51.8%
APP APPLOVIN CORP 0.1%
Value ($000) $1,400 Shares 4,000 Est. Cost $59.67 Unrealized +443.3%
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $1,396 Shares 9,100 Est. Cost $112.00 Unrealized +26.6%
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $1,372 Shares 18,640 Est. Cost $78.47 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $1,366 Shares 16,500 Est. Cost $78.61 Unrealized 0.0%
IGSB ISHARES TR 0.1%
Value ($000) $1,364 Shares 25,855 Est. Cost $52.36 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $1,361 Shares 3,500 Est. Cost $396.61 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $1,332 Shares 5,000 Est. Cost $201.64 Unrealized +17.9%
TMUS T-MOBILE US INC 0.1%
Value ($000) $1,310 Shares 5,500 Est. Cost $241.48 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $1,303 Shares 17,535 Est. Cost $66.73 Unrealized +2.4%
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $1,292 Shares 52,980 Est. Cost $35.52 Unrealized
WIX WIX COM LTD 0.1%
Value ($000) $1,268 Shares 8,000 Est. Cost $130.65 Unrealized +23.3%
LECO LINCOLN ELEC HLDGS INC 0.1%
Value ($000) $1,223 Shares 5,900 Est. Cost $196.66 Unrealized -2.8%
FTS FORTIS INC 0.1%
Value ($000) $1,206 Shares 25,300 Est. Cost $37.13 Unrealized +25.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $1,197 Shares 4,060 Est. Cost $169.05 Unrealized +50.1%
FALN ISHARES TR 0.1%
Value ($000) $1,175 Shares 43,300 Est. Cost $26.44 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,093 Shares 18,650 Est. Cost $55.95 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,055 Shares 7,250 Est. Cost $119.95 Unrealized +23.0%
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,046 Shares 50,000 Est. Cost $21.48 Unrealized
CM CANADIAN IMPERIAL BK COMM 0.1%
Value ($000) $1,021 Shares 14,407 Est. Cost $53.08 Unrealized +20.1%
LDOS LEIDOS HOLDINGS INC 0.1%
Value ($000) $947 Shares 6,000 Est. Cost $146.85 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $944 Shares 9,350 Est. Cost $94.10 Unrealized 0.0%
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $921 Shares 7,750 Est. Cost $94.57 Unrealized +21.8%
WRB BERKLEY W R CORP 0.1%
Value ($000) $864 Shares 11,765 Est. Cost $54.96 Unrealized +27.3%
USIG ISHARES TR 0.1%
Value ($000) $860 Shares 16,710 Est. Cost $51.62 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $859 Shares 12,500 Est. Cost $68.72 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $831 Shares 1,463 Est. Cost $480.70 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $769 Shares 12,282 Est. Cost $61.11 Unrealized 0.0%
WTS WATTS WATER TECHNOLOGIES INC 0.1%
Value ($000) $738 Shares 3,000 Est. Cost $224.98 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $691 Shares 60,300 Est. Cost $18.55 Unrealized -49.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $583 Shares 12,860 Est. Cost $27.45 Unrealized +59.5%
SFM SPROUTS FMRS MKT INC 0.0%
Value ($000) $576 Shares 3,500 Est. Cost $163.39 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $558 Shares 10,660 Est. Cost $41.78 Unrealized
CCK CROWN HLDGS INC 0.0%
Value ($000) $515 Shares 5,000 Est. Cost $94.62 Unrealized 0.0%
RACE FERRARI N V 0.0%
Value ($000) $491 Shares 1,000 Est. Cost $464.62 Unrealized 0.0%
CLS CELESTICA INC 0.0%
Value ($000) $483 Shares 3,100 Est. Cost $67.68 Unrealized +57.1%
TLH ISHARES TR 0.0%
Value ($000) $479 Shares 4,715 Est. Cost $105.95 Unrealized
ORLA ORLA MNG LTD NEW 0.0%
Value ($000) $469 Shares 46,800 Est. Cost $10.40 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $447 Shares 9,100 Est. Cost $43.74 Unrealized +4.3%
TU TELUS CORPORATION 0.0%
Value ($000) $444 Shares 27,664 Est. Cost $16.13 Unrealized -3.9%
QSR RESTAURANT BRANDS INTL INC 0.0%
Value ($000) $377 Shares 5,700 Est. Cost $65.21 Unrealized +2.4%
KKR KKR & CO INC 0.0%
Value ($000) $374 Shares 2,815 Est. Cost $136.88 Unrealized -14.8%
RBA RB GLOBAL INC 0.0%
Value ($000) $371 Shares 3,500 Est. Cost $86.05 Unrealized +19.1%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $345 Shares 850 Est. Cost $310.57 Unrealized +34.3%
EOG EOG RES INC 0.0%
Value ($000) $338 Shares 2,828 Est. Cost $125.12 Unrealized -10.4%
SRLN SSGA ACTIVE ETF TR 0.0%
Value ($000) $304 Shares 7,305 Est. Cost $41.24 Unrealized
SJNK SPDR SERIES TRUST 0.0%
Value ($000) $297 Shares 11,640 Est. Cost $25.64 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $276 Shares 1,000 Est. Cost $219.66 Unrealized +22.2%
PFFA ETFIS SER TR I 0.0%
Value ($000) $265 Shares 12,700 Est. Cost $20.83 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $258 Shares 1,637 Est. Cost $221.08 Unrealized -31.9%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $253 Shares 761 Est. Cost $282.18 Unrealized 0.0%
SPHY SPDR SERIES TRUST 0.0%
Value ($000) $248 Shares 10,410 Est. Cost $23.80 Unrealized
SHYG ISHARES TR 0.0%
Value ($000) $220 Shares 5,110 Est. Cost $42.52 Unrealized
PFF ISHARES TR 0.0%
Value ($000) $216 Shares 7,030 Est. Cost $30.68 Unrealized