Douglass Winthrop Advisors, LLC Diversified Active

CIK: 0001308527 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $5,741,571 (100.0% shares, 0.0% debt)

Holdings (303)

BRK/B BERKSHIRE HATHAWAY INC 7.7%
Value ($000) $444,827 Shares 884,805 Est. Cost $153.60 Unrealized +215.3%
ALPHABET INC 6.4%
Value ($000) $368,387 Shares 1,512,571 Est. Cost $142.82 Unrealized
MSFT MICROSOFT CORP 5.9%
Value ($000) $340,812 Shares 658,001 Est. Cost $79.41 Unrealized +540.6%
AMZN AMAZON COM INC 4.6%
Value ($000) $266,247 Shares 1,212,582 Est. Cost $133.28 Unrealized +69.8%
UBER TECHNOLOGIES INC 4.0%
Value ($000) $226,893 Shares 2,315,945 Est. Cost $62.18 Unrealized
MASTERCARD INC 3.8%
Value ($000) $219,908 Shares 386,610 Est. Cost $428.47 Unrealized
AAPL APPLE INC COM 3.3%
Value ($000) $187,509 Shares 736,396 Est. Cost $91.65 Unrealized +146.1%
COSTCO WHOLESALE CORP 3.1%
Value ($000) $179,882 Shares 194,335 Est. Cost $660.08 Unrealized
MKL MARKEL GROUP INC 2.8%
Value ($000) $161,009 Shares 84,238 Est. Cost $779.02 Unrealized +151.7%
FAST FASTENAL CO COM 2.8%
Value ($000) $158,677 Shares 3,235,668 Est. Cost $26.70 Unrealized +75.8%
NETFLIX INC 2.6%
Value ($000) $150,089 Shares 125,187 Est. Cost $486.88 Unrealized
MLM MARTIN MARIETTA MATLS INC 2.5%
Value ($000) $146,372 Shares 232,234 Est. Cost $362.68 Unrealized +64.0%
AON PLC 2.5%
Value ($000) $143,310 Shares 401,900 Est. Cost $297.41 Unrealized
DE DEERE & CO 2.5%
Value ($000) $141,488 Shares 309,425 Est. Cost $189.43 Unrealized +158.5%
TDG TRANSDIGM GROUP INC 2.4%
Value ($000) $137,488 Shares 104,314 Est. Cost $511.04 Unrealized +167.1%
SHW SHERWIN WILLIAMS CO 2.4%
Value ($000) $135,591 Shares 391,586 Est. Cost $251.47 Unrealized +39.7%
BAM BROOKFIELD ASSET MANAGEMENT LT 2.3%
Value ($000) $134,767 Shares 2,366,825 Est. Cost $30.34 Unrealized +93.4%
S&P GLOBAL INC 2.1%
Value ($000) $119,468 Shares 245,460 Est. Cost $440.52 Unrealized
CPRT COPART INC 2.0%
Value ($000) $115,514 Shares 2,568,690 Est. Cost $55.76 Unrealized -15.5%
MONSTER BEVERAGE CORP 1.9%
Value ($000) $109,189 Shares 1,622,180 Est. Cost $57.58 Unrealized
ROP ROPER TECHNOLOGIES INC 1.9%
Value ($000) $107,780 Shares 216,127 Est. Cost $377.51 Unrealized +40.8%
CFRUY CIE FINANCIERE RICHEMONT SA 1.8%
Value ($000) $105,352 Shares 5,512,933 Est. Cost $15.48 Unrealized
GOOGL ALPHABET INC-CL A 1.8%
Value ($000) $103,176 Shares 424,419 Est. Cost $118.86 Unrealized +76.0%
CNI CANADIAN NATIONAL RAILWAY CO 1.8%
Value ($000) $102,335 Shares 1,085,209 Est. Cost $71.87 Unrealized +33.6%
TEXAS PACIFIC LAND CORP 1.8%
Value ($000) $101,777 Shares 109,011 Est. Cost $871.90 Unrealized
TSCO TRACTOR SUPPLY CO 1.6%
Value ($000) $93,206 Shares 1,638,932 Est. Cost $52.83 Unrealized +10.8%
NSRGY NESTLE S A 1.6%
Value ($000) $89,822 Shares 978,777 Est. Cost $80.62 Unrealized
AMERICAN TOWER CORP 1.6%
Value ($000) $89,179 Shares 463,703 Est. Cost $216.52 Unrealized
NKE NIKE INC CLASS B 1.5%
Value ($000) $88,631 Shares 1,271,055 Est. Cost $58.94 Unrealized +25.2%
BRK/A BERKSHIRE HATHAWAY INC-CL A 1.4%
Value ($000) $79,945 Shares 106 Est. Cost $281165.78 Unrealized +158.5%
LIN Linde PLC 1.1%
Value ($000) $64,812 Shares 136,447 Est. Cost $469.69 Unrealized +0.2%
CPNG COUPANG INC 0.8%
Value ($000) $44,457 Shares 1,380,644 Est. Cost $27.32 Unrealized +10.6%
AXP AMERICAN EXPRESS CO COM 0.8%
Value ($000) $43,915 Shares 132,209 Est. Cost $65.41 Unrealized +383.9%
PG PROCTER & GAMBLE COMPANY COM 0.7%
Value ($000) $39,161 Shares 254,871 Est. Cost $130.76 Unrealized +18.5%
NVDA NVIDIA CORP 0.5%
Value ($000) $26,196 Shares 140,398 Est. Cost $139.31 Unrealized +25.1%
MERCK & CO. INC. 0.5%
Value ($000) $25,928 Shares 308,927 Est. Cost $111.13 Unrealized
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $25,278 Shares 59,905 Est. Cost $297.96 Unrealized +43.2%
JPMORGAN CHASE & CO 0.4%
Value ($000) $20,879 Shares 66,191 Est. Cost $99.94 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $19,923 Shares 107,445 Est. Cost $85.88 Unrealized +97.4%
V VISA INC-CLASS A SHARES 0.3%
Value ($000) $18,755 Shares 54,939 Est. Cost $208.10 Unrealized +65.9%
TSM TAIWAN SEMICONDUCTOR MFG CO AD 0.3%
Value ($000) $16,452 Shares 58,908 Est. Cost $104.15 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.2%
Value ($000) $13,732 Shares 20,613 Est. Cost $533.99 Unrealized
ASML ASML HOLDING NV-NY REG SHS 0.2%
Value ($000) $13,447 Shares 13,890 Est. Cost $639.64 Unrealized
DOV DOVER CORP 0.2%
Value ($000) $13,217 Shares 79,225 Est. Cost $140.65 Unrealized +27.0%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $12,252 Shares 108,666 Est. Cost $63.56 Unrealized +72.6%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $12,226 Shares 25,207 Est. Cost $389.33 Unrealized +19.4%
ABBVIE INC 0.2%
Value ($000) $11,801 Shares 50,968 Est. Cost $154.34 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $11,628 Shares 58,649 Est. Cost $136.61 Unrealized +45.2%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $11,103 Shares 4,751 Est. Cost $1707.96 Unrealized +40.5%
SBGSY SCHNEIDER ELECT SE-UNSP ADR 0.2%
Value ($000) $10,416 Shares 185,926 Est. Cost $31.71 Unrealized
KO THE COCA-COLA CO 0.2%
Value ($000) $9,687 Shares 146,058 Est. Cost $48.88 Unrealized +38.9%
WM WASTE MANAGEMENT INC 0.2%
Value ($000) $9,324 Shares 42,220 Est. Cost $122.42 Unrealized +82.7%
HD HOME DEPOT INC 0.2%
Value ($000) $9,064 Shares 22,371 Est. Cost $138.94 Unrealized +180.1%
URI UNITED RENTALS INC 0.2%
Value ($000) $8,846 Shares 9,266 Est. Cost $333.48 Unrealized +166.4%
ZOETIS INC 0.2%
Value ($000) $8,749 Shares 59,796 Est. Cost $196.27 Unrealized
INTU INTUIT INC 0.1%
Value ($000) $8,599 Shares 12,592 Est. Cost $466.92 Unrealized +54.1%
EADSY AIRBUS SE - UNSP ADR 0.1%
Value ($000) $8,574 Shares 147,261 Est. Cost $11.74 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $8,571 Shares 59,299 Est. Cost $47.25 Unrealized +180.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $7,880 Shares 26,849 Est. Cost $106.05 Unrealized +180.8%
MCO MOODY'S CORP 0.1%
Value ($000) $7,766 Shares 16,300 Est. Cost $291.39 Unrealized +72.5%
AJG GALLAGHER ARTHUR J & CO 0.1%
Value ($000) $7,764 Shares 25,065 Est. Cost $60.39 Unrealized +397.1%
MCD MCDONALD'S CORP 0.1%
Value ($000) $7,633 Shares 25,117 Est. Cost $185.45 Unrealized +62.5%
LLY ELI LILLY AND CO 0.1%
Value ($000) $7,441 Shares 9,752 Est. Cost $261.84 Unrealized +183.5%
LRLCY L'OREAL-UNSPONSORED ADR 0.1%
Value ($000) $7,263 Shares 83,835 Est. Cost $77.39 Unrealized
ACCENTURE PLC 0.1%
Value ($000) $7,138 Shares 28,944 Est. Cost $322.86 Unrealized
CEG CONSTELLATION ENERGY 0.1%
Value ($000) $6,935 Shares 21,075 Est. Cost $247.76 Unrealized +30.0%
IBM INTERNATIONAL BUSINESS MACHS C 0.1%
Value ($000) $6,845 Shares 24,260 Est. Cost $150.49 Unrealized +72.5%
WMT WALMART INC 0.1%
Value ($000) $6,769 Shares 65,685 Est. Cost $50.16 Unrealized +97.8%
META PLATFORMS INC CLASS A 0.1%
Value ($000) $6,514 Shares 8,870 Est. Cost $393.70 Unrealized
PEP PEPSICO INC 0.1%
Value ($000) $6,244 Shares 44,460 Est. Cost $94.71 Unrealized +48.3%
SNPS SYNOPSYS INC 0.1%
Value ($000) $6,166 Shares 12,497 Est. Cost $543.42 Unrealized +4.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $6,054 Shares 45,198 Est. Cost $60.57 Unrealized +115.6%
TESLA INC 0.1%
Value ($000) $5,730 Shares 12,885 Est. Cost $268.97 Unrealized
UNP UNION PAC CORP 0.1%
Value ($000) $5,534 Shares 23,412 Est. Cost $155.90 Unrealized +43.1%
BF/B BROWN FORMAN CORP CLASS B 0.1%
Value ($000) $5,477 Shares 202,253 Est. Cost $41.64 Unrealized -31.3%
CTAS CINTAS CORP COM 0.1%
Value ($000) $5,232 Shares 25,490 Est. Cost $210.75 Unrealized +1.0%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $5,183 Shares 17,253 Est. Cost $83.99 Unrealized +228.7%
BROADCOM INC 0.1%
Value ($000) $5,050 Shares 15,308 Est. Cost $254.44 Unrealized
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $4,847 Shares 81,181 Est. Cost $56.61 Unrealized +19.5%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.1%
Value ($000) $4,545 Shares 7,421 Est. Cost $427.85 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $4,209 Shares 8,821 Est. Cost $80.53 Unrealized +428.2%
ALLE Allegion PLC 0.1%
Value ($000) $3,939 Shares 22,212 Est. Cost $76.68 Unrealized +115.4%
WAB WABTEC 0.1%
Value ($000) $3,898 Shares 19,444 Est. Cost $193.51 Unrealized +1.8%
CI THE CIGNA GROUP 0.1%
Value ($000) $3,846 Shares 13,344 Est. Cost $216.84 Unrealized +35.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $3,818 Shares 13,574 Est. Cost $217.62 Unrealized +16.8%
GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $3,791 Shares 4,760 Est. Cost $349.00 Unrealized
CNM CORE & MAIN INC-CLASS A 0.1%
Value ($000) $3,749 Shares 69,647 Est. Cost $54.29 Unrealized +11.6%
SAP SAP SE F SPONSORED ADR 1 ADR R 0.1%
Value ($000) $3,744 Shares 14,010 Est. Cost $267.21 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $3,702 Shares 23,839 Est. Cost $93.48 Unrealized +62.9%
BALL BALL CORP 0.1%
Value ($000) $3,486 Shares 69,132 Est. Cost $56.90 Unrealized -5.6%
BK BANK NEW YORK MELLON COR 0.1%
Value ($000) $3,481 Shares 31,943 Est. Cost $37.88 Unrealized +167.6%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $3,258 Shares 12,955 Est. Cost $248.06 Unrealized +10.3%
IR Ingersoll Rand Inc 0.1%
Value ($000) $3,232 Shares 39,123 Est. Cost $78.76 Unrealized +4.0%
AMGN AMGEN INCORPORATED 0.1%
Value ($000) $3,119 Shares 11,054 Est. Cost $124.68 Unrealized +129.9%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $2,966 Shares 18,288 Est. Cost $71.03 Unrealized +132.5%
CENTRAL SECURITIES CF 0.1%
Value ($000) $2,911 Shares 56,658 Est. Cost $45.83 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $2,774 Shares 41,455 Est. Cost $72.24 Unrealized -4.4%
SHOPIFY INC F CLASS A 0.0%
Value ($000) $2,730 Shares 18,370 Est. Cost $77.11 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $2,594 Shares 9,189 Est. Cost $203.33 Unrealized +35.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $2,593 Shares 30,652 Est. Cost $59.46 Unrealized +49.0%
VANGUARD INFORMATION TECHNOLO 0.0%
Value ($000) $2,572 Shares 3,445 Est. Cost $241.91 Unrealized
CENCORA INC 0.0%
Value ($000) $2,503 Shares 8,010 Est. Cost $213.17 Unrealized
GLW CORNING INC 0.0%
Value ($000) $2,460 Shares 29,985 Est. Cost $22.04 Unrealized +194.8%
DIS WALT DISNEY CO/THE 0.0%
Value ($000) $2,458 Shares 21,470 Est. Cost $101.98 Unrealized +14.7%
BLACKSTONE INC 0.0%
Value ($000) $2,430 Shares 14,225 Est. Cost $82.75 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $2,413 Shares 61,572 Est. Cost $59.57 Unrealized -24.4%
GE GE AEROSPACE 0.0%
Value ($000) $2,393 Shares 7,955 Est. Cost $177.41 Unrealized +53.7%
WSC WILLSCOT HOLDINGS CORP 0.0%
Value ($000) $2,339 Shares 110,812 Est. Cost $39.34 Unrealized -34.5%
3M CO 0.0%
Value ($000) $2,330 Shares 15,015 Est. Cost $107.97 Unrealized
SALESFORCE INC 0.0%
Value ($000) $2,303 Shares 9,719 Est. Cost $71.24 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $2,265 Shares 24,263 Est. Cost $87.36 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $2,200 Shares 42,650 Est. Cost $45.83 Unrealized +5.5%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,190 Shares 29,013 Est. Cost $62.34 Unrealized +15.8%
VUG VANGUARD INDEX FDS VANGUARD GR 0.0%
Value ($000) $2,125 Shares 4,430 Est. Cost $466.20 Unrealized
SXGCF SOUTHERN CROSS GOLD CONS LTD C 0.0%
Value ($000) $2,121 Shares 396,600 Est. Cost $3.66 Unrealized +14.3%
LOW LOWES COS INC 0.0%
Value ($000) $1,994 Shares 7,934 Est. Cost $169.07 Unrealized +44.4%
EFX EQUIFAX INC 0.0%
Value ($000) $1,975 Shares 7,700 Est. Cost $250.41 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $1,874 Shares 3,076 Est. Cost $197.77 Unrealized +184.8%
GLD SPDR GOLD TRUST 0.0%
Value ($000) $1,868 Shares 5,256 Est. Cost $207.07 Unrealized
CSX CSX CORP 0.0%
Value ($000) $1,830 Shares 51,542 Est. Cost $31.59 Unrealized +7.4%
SERVICENOW INC 0.0%
Value ($000) $1,781 Shares 1,935 Est. Cost $470.90 Unrealized
TRAVELERS COS INC 0.0%
Value ($000) $1,718 Shares 6,153 Est. Cost $173.95 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $1,655 Shares 7,863 Est. Cost $121.96 Unrealized +69.8%
BMY BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $1,620 Shares 35,917 Est. Cost $44.97 Unrealized +1.2%
ISHARES BITCOIN ETF 0.0%
Value ($000) $1,608 Shares 24,742 Est. Cost $50.46 Unrealized
BNP PARIBAS F SPONSORED ADR 1 0.0%
Value ($000) $1,591 Shares 34,953 Est. Cost $35.24 Unrealized
WWD WOODWARD INC COM 0.0%
Value ($000) $1,516 Shares 6,000 Est. Cost $63.09 Unrealized +292.8%
VEA VANGUARD INTL FD FTSE DEVELOPE 0.0%
Value ($000) $1,515 Shares 25,285 Est. Cost $57.01 Unrealized
VISTRA CORP 0.0%
Value ($000) $1,514 Shares 7,729 Est. Cost $69.65 Unrealized
VIG VANGUARD SPECIALIZED FUNDS DIV 0.0%
Value ($000) $1,435 Shares 6,650 Est. Cost $215.79 Unrealized
JOINT CORP 0.0%
Value ($000) $1,422 Shares 149,100 Est. Cost $13.17 Unrealized
AME AMETEK INC NEW COM 0.0%
Value ($000) $1,406 Shares 7,478 Est. Cost $126.26 Unrealized +45.3%
WFC WELLS FARGO & CO 0.0%
Value ($000) $1,367 Shares 16,308 Est. Cost $38.48 Unrealized +109.1%
IAU ISHARES GOLD ETF 0.0%
Value ($000) $1,359 Shares 18,680 Est. Cost $49.70 Unrealized
VERIZON COMMUNICATIONS I 0.0%
Value ($000) $1,338 Shares 30,447 Est. Cost $35.69 Unrealized
RTX CORP 0.0%
Value ($000) $1,309 Shares 7,822 Est. Cost $110.64 Unrealized
AMERIPRISE FINL INC 0.0%
Value ($000) $1,261 Shares 2,566 Est. Cost $455.60 Unrealized
XYZ BLOCK INC CL A 0.0%
Value ($000) $1,260 Shares 17,428 Est. Cost $71.80 Unrealized +4.2%
GE VERNOVA INC 0.0%
Value ($000) $1,240 Shares 2,017 Est. Cost $410.76 Unrealized
NVS NOVARTIS AG-SPONSORED ADR 0.0%
Value ($000) $1,236 Shares 9,638 Est. Cost $106.48 Unrealized
MCKESSON CORP 0.0%
Value ($000) $1,189 Shares 1,539 Est. Cost $305.28 Unrealized
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1,168 Shares 8,018 Est. Cost $103.15 Unrealized +24.8%
MTD METTLER-TOLEDO INTL INC 0.0%
Value ($000) $1,164 Shares 948 Est. Cost $691.17 Unrealized +81.3%
PFE PFIZER INC 0.0%
Value ($000) $1,161 Shares 45,569 Est. Cost $25.02 Unrealized -3.5%
IVV ISHARES CORE S&P 500 ETF IV 0.0%
Value ($000) $1,140 Shares 1,704 Est. Cost $669.30 Unrealized
BP BP P L C F SPONSORED ADR 1 ADR 0.0%
Value ($000) $1,113 Shares 32,287 Est. Cost $29.24 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $1,108 Shares 8,742 Est. Cost $71.35 Unrealized +92.3%
NTRS NORTHERN TRUST CORP 0.0%
Value ($000) $1,077 Shares 8,001 Est. Cost $44.25 Unrealized +187.8%
UPS United Parcel Service Cl B 0.0%
Value ($000) $1,068 Shares 12,791 Est. Cost $81.41 Unrealized +8.3%
GHC GRAHAM HLDGS CO COM CL B 0.0%
Value ($000) $1,054 Shares 895 Est. Cost $537.02 Unrealized +91.8%
IDEXX LABS INC 0.0%
Value ($000) $1,034 Shares 1,619 Est. Cost $283.35 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $1,026 Shares 10,000 Est. Cost $101.75 Unrealized +1.0%
O REILLY AUTOMOTIVE INC 0.0%
Value ($000) $1,006 Shares 9,330 Est. Cost $138.19 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $995 Shares 8,967 Est. Cost $71.23 Unrealized +57.6%
INTC INTEL CORP 0.0%
Value ($000) $993 Shares 29,605 Est. Cost $27.87 Unrealized -13.1%
BA BOEING CO 0.0%
Value ($000) $976 Shares 4,520 Est. Cost $194.75 Unrealized +15.8%
EATON CORP PLC F 0.0%
Value ($000) $966 Shares 2,582 Est. Cost $172.83 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $964 Shares 3,697 Est. Cost $185.62 Unrealized +38.6%
ROL ROLLINS ORD SHS 0.0%
Value ($000) $958 Shares 16,312 Est. Cost $33.68 Unrealized +68.1%
SYK STRYKER CORP 0.0%
Value ($000) $953 Shares 2,577 Est. Cost $142.05 Unrealized +170.7%
CSCO Cisco Systems Inc 0.0%
Value ($000) $951 Shares 13,900 Est. Cost $40.05 Unrealized +68.2%
AVAV AEROVIRONMENT INC 0.0%
Value ($000) $945 Shares 3,000 Est. Cost $122.31 Unrealized +111.5%
ALTRIA GROUP INC 0.0%
Value ($000) $941 Shares 14,241 Est. Cost $42.51 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 0.0%
Value ($000) $924 Shares 2,816 Est. Cost $303.93 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $920 Shares 5,859 Est. Cost $153.58 Unrealized 0.0%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $880 Shares 163 Est. Cost $5563.60 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $863 Shares 18,865 Est. Cost $36.55 Unrealized +21.3%
INTERCONTINENTAL EXCHANG 0.0%
Value ($000) $844 Shares 5,009 Est. Cost $137.65 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $835 Shares 5,253 Est. Cost $47.41 Unrealized +208.9%
AES CORP 0.0%
Value ($000) $830 Shares 63,098 Est. Cost $15.50 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $825 Shares 1,652 Est. Cost $337.81 Unrealized +32.7%
COMPASS INC CLASS A 0.0%
Value ($000) $820 Shares 102,160 Est. Cost $3.83 Unrealized
EPD ENTERPRISE PRODS PART LP 0.0%
Value ($000) $806 Shares 25,776 Est. Cost $28.41 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $803 Shares 1,796 Est. Cost $331.40 Unrealized +44.8%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $800 Shares 3,908 Est. Cost $74.31 Unrealized +143.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $746 Shares 2,040 Est. Cost $238.34 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $738 Shares 2,705 Est. Cost $212.29 Unrealized +34.5%
OKE Oneok Inc 0.0%
Value ($000) $737 Shares 10,105 Est. Cost $40.15 Unrealized +86.9%
RPM RPM INTL INC COM 0.0%
Value ($000) $725 Shares 6,150 Est. Cost $119.99 Unrealized 0.0%
ADM ARCHER-DANIELS-MIDLAND CO COM 0.0%
Value ($000) $722 Shares 12,079 Est. Cost $35.73 Unrealized +61.7%
QUEST DIAGNOSTICS INC 0.0%
Value ($000) $702 Shares 3,686 Est. Cost $113.97 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $692 Shares 1,513 Est. Cost $448.33 Unrealized 0.0%
NXP SEMICONDUCTORS N V F 0.0%
Value ($000) $683 Shares 3,001 Est. Cost $231.72 Unrealized
GUNR FLEXSHARES TR MORNINGSTAR GLOB 0.0%
Value ($000) $682 Shares 15,589 Est. Cost $43.78 Unrealized
CSL CARLISLE COS INC 0.0%
Value ($000) $658 Shares 2,000 Est. Cost $192.03 Unrealized +97.0%
MDLZ MONDELEZ INTL INC CLASS A 0.0%
Value ($000) $650 Shares 10,400 Est. Cost $52.38 Unrealized +21.0%
COMCAST CORP NEW CLASS A 0.0%
Value ($000) $646 Shares 20,545 Est. Cost $30.65 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRST 0.0%
Value ($000) $640 Shares 1,074 Est. Cost $466.24 Unrealized
QUANTA SVCS INC 0.0%
Value ($000) $637 Shares 1,536 Est. Cost $268.44 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $632 Shares 2,754 Est. Cost $97.86 Unrealized +138.4%
ECL ECOLAB INC 0.0%
Value ($000) $596 Shares 2,177 Est. Cost $125.64 Unrealized +115.2%
VB VANGUARD INDEX FDS VANGUARD SM 0.0%
Value ($000) $596 Shares 2,342 Est. Cost $232.90 Unrealized
UNITEDHEALTH GROUP INC 0.0%
Value ($000) $590 Shares 1,710 Est. Cost $524.70 Unrealized
GEL GENESIS ENERGY L P LP 0.0%
Value ($000) $585 Shares 35,000 Est. Cost $0.01 Unrealized
CL COLGATE-PALMOLIVE CO 0.0%
Value ($000) $560 Shares 7,003 Est. Cost $63.46 Unrealized +33.4%
ADOBE INC 0.0%
Value ($000) $554 Shares 1,570 Est. Cost $352.42 Unrealized
MPC MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $554 Shares 2,873 Est. Cost $174.47 Unrealized 0.0%
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $545 Shares 9,190 Est. Cost $52.24 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $544 Shares 9,578 Est. Cost $36.15 Unrealized +57.2%
GDX VANECK ETF TR GOLD MINERS ETF 0.0%
Value ($000) $537 Shares 7,025 Est. Cost $76.40 Unrealized
SHEL SHELL PLC-ADR 0.0%
Value ($000) $534 Shares 7,466 Est. Cost $71.53 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $532 Shares 5,574 Est. Cost $71.72 Unrealized +31.8%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $532 Shares 4,278 Est. Cost $125.63 Unrealized +0.9%
JBGS JBG SMITH PPTYS COM 0.0%
Value ($000) $529 Shares 23,778 Est. Cost $18.59 Unrealized
DKNG DRAFTKINGS INC NEW CL A 0.0%
Value ($000) $518 Shares 13,850 Est. Cost $41.43 Unrealized +7.0%
USHY ISHARES TR BROAD USD HIGH YIEL 0.0%
Value ($000) $516 Shares 13,648 Est. Cost $37.78 Unrealized
EXTRA SPACE STORAGE INC REIT 0.0%
Value ($000) $505 Shares 3,582 Est. Cost $160.33 Unrealized
AMLP ALPS ETF TR ALERIAN MLP ETF NE 0.0%
Value ($000) $504 Shares 10,750 Est. Cost $44.65 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $504 Shares 2,473 Est. Cost $189.10 Unrealized +1.2%
CMI CUMMINS INC COM 0.0%
Value ($000) $503 Shares 1,192 Est. Cost $228.83 Unrealized +66.4%
UMBF UMB FINL CORP 0.0%
Value ($000) $490 Shares 4,140 Est. Cost $81.32 Unrealized +41.7%
DIAGEO PLC F SPONSORED ADR 1 A 0.0%
Value ($000) $481 Shares 5,038 Est. Cost $164.25 Unrealized
CDW CORP 0.0%
Value ($000) $476 Shares 2,990 Est. Cost $146.40 Unrealized
DUPONT DE NEMOURS INC 0.0%
Value ($000) $473 Shares 6,074 Est. Cost $52.81 Unrealized
WBS WEBSTER FINL CORP 0.0%
Value ($000) $458 Shares 7,700 Est. Cost $51.55 Unrealized +15.6%
SYY Sysco Corp 0.0%
Value ($000) $455 Shares 5,530 Est. Cost $52.34 Unrealized +50.7%
XLK SELECT SECTOR SPDR TR TECHNOLO 0.0%
Value ($000) $447 Shares 1,586 Est. Cost $215.71 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $447 Shares 3,612 Est. Cost $57.77 Unrealized +89.4%
CCK CROWN HLDGS INC 0.0%
Value ($000) $444 Shares 4,600 Est. Cost $99.95 Unrealized 0.0%
SPDR S&P 500 FOSSIL FUEL RES F 0.0%
Value ($000) $439 Shares 8,000 Est. Cost $48.15 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $438 Shares 102 Est. Cost $2695.18 Unrealized +48.8%
ITOT ISHARES TOTAL US STOCK MARKET 0.0%
Value ($000) $436 Shares 2,995 Est. Cost $92.68 Unrealized
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $433 Shares 9,000 Est. Cost $26.81 Unrealized +70.5%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $416 Shares 4,013 Est. Cost $103.23 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $412 Shares 2,709 Est. Cost $102.13 Unrealized +43.0%
LH LABCORP HLDGS INC 0.0%
Value ($000) $407 Shares 1,417 Est. Cost $200.42 Unrealized +33.1%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.0%
Value ($000) $402 Shares 2,250 Est. Cost $106.12 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $402 Shares 2,188 Est. Cost $162.80 Unrealized +18.7%
PSLV SPROTT PHYSICAL SILVER TRUST 0.0%
Value ($000) $398 Shares 25,350 Est. Cost $15.70 Unrealized
PFF ISHARES TR PFD & INCOME SECS E 0.0%
Value ($000) $395 Shares 12,500 Est. Cost $30.68 Unrealized
SIEGY SIEMENS A G F SPONSORED ADR 1 0.0%
Value ($000) $387 Shares 2,867 Est. Cost $74.85 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $386 Shares 2,308 Est. Cost $94.81 Unrealized +34.8%
FLEX LTD F 0.0%
Value ($000) $383 Shares 6,600 Est. Cost $33.43 Unrealized
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $382 Shares 6,400 Est. Cost $67.34 Unrealized
QXO QXO INC COM PAR VALUE $0 00001 0.0%
Value ($000) $381 Shares 20,000 Est. Cost $28.92 Unrealized -28.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $381 Shares 2,034 Est. Cost $226.38 Unrealized -18.7%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $377 Shares 4,300 Est. Cost $78.77 Unrealized +18.4%
CHENIERE ENERGY INC 0.0%
Value ($000) $376 Shares 1,600 Est. Cost $214.87 Unrealized
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $369 Shares 1,142 Est. Cost $291.08 Unrealized +5.9%
JD COM INC F SPONSORED ADR 1 A 0.0%
Value ($000) $360 Shares 10,280 Est. Cost $27.59 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $358 Shares 2,149 Est. Cost $91.44 Unrealized +71.9%
VERTEX PHARMACEUTICALS I 0.0%
Value ($000) $356 Shares 909 Est. Cost $230.26 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $353 Shares 3,726 Est. Cost $44.33 Unrealized +108.0%
PPG PPG INDS INC COM 0.0%
Value ($000) $349 Shares 3,325 Est. Cost $122.00 Unrealized -9.8%
MTB M & T BK CORP COM 0.0%
Value ($000) $346 Shares 1,750 Est. Cost $138.95 Unrealized +39.4%
MRSH Marsh & McLennan Companies Inc 0.0%
Value ($000) $345 Shares 1,710 Est. Cost $177.89 Unrealized +14.7%
IWS ISHARES RUSSELL MID CAP VALUE 0.0%
Value ($000) $343 Shares 2,458 Est. Cost $139.67 Unrealized
CORTEVA INC 0.0%
Value ($000) $340 Shares 5,028 Est. Cost $57.75 Unrealized
JCI JOHNSON CTLS INTL PLC SHS ISIN 0.0%
Value ($000) $339 Shares 3,084 Est. Cost $106.86 Unrealized 0.0%
GWW GRAINGER W W INC 0.0%
Value ($000) $338 Shares 355 Est. Cost $708.54 Unrealized +41.2%
CHINACAST EDUCATION CORP 0.0%
Value ($000) $335 Shares 3,500 Est. Cost $95.58 Unrealized
ENCOMPASS HEALTH CORP 0.0%
Value ($000) $330 Shares 2,600 Est. Cost $0.06 Unrealized
IGF ISHARES GLOBAL INFRASTRUCTURE 0.0%
Value ($000) $330 Shares 5,400 Est. Cost $61.12 Unrealized
AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $329 Shares 2,562 Est. Cost $135.85 Unrealized
ICICI BK LTD F SPONSORED ADR 1 0.0%
Value ($000) $329 Shares 10,868 Est. Cost $10.92 Unrealized
VLTO VERALTO CORP 0.0%
Value ($000) $327 Shares 3,067 Est. Cost $73.75 Unrealized +42.7%
EEM ISHARES MSCI EMERGING MARKET 0.0%
Value ($000) $320 Shares 6,000 Est. Cost $37.95 Unrealized
KINDER MORGAN INC DEL 0.0%
Value ($000) $320 Shares 11,307 Est. Cost $17.89 Unrealized
PGR PROGRESSIVE CORP OH 0.0%
Value ($000) $320 Shares 1,296 Est. Cost $210.06 Unrealized +10.3%
RBLX ROBLOX CORP CLASS A 0.0%
Value ($000) $319 Shares 2,300 Est. Cost $78.55 Unrealized +58.2%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $318 Shares 15,590 Est. Cost $16.00 Unrealized +33.3%
NFRA FLEXSHARES STOX GLOBAL BROAD I 0.0%
Value ($000) $316 Shares 5,027 Est. Cost $62.92 Unrealized
SPROTT PHYSICAL GOLD ETV 0.0%
Value ($000) $316 Shares 10,670 Est. Cost $29.62 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS 0.0%
Value ($000) $312 Shares 3,150 Est. Cost $99.03 Unrealized
ARKB ARK 21SHARES BITCOIN ETF SHS B 0.0%
Value ($000) $304 Shares 8,000 Est. Cost $38.02 Unrealized
BF/A BROWN-FORMAN CORP-CLASS A 0.0%
Value ($000) $295 Shares 10,944 Est. Cost $50.85 Unrealized -43.6%
GGG GRACO INC 0.0%
Value ($000) $290 Shares 3,417 Est. Cost $86.25 Unrealized -1.5%
ENERGY TRANSFER L P LP 0.0%
Value ($000) $289 Shares 16,850 Est. Cost $16.68 Unrealized
XYLEM INC 0.0%
Value ($000) $287 Shares 1,949 Est. Cost $115.65 Unrealized
IJH ISHARES CORE S&P MIDCAP ETF 0.0%
Value ($000) $282 Shares 4,320 Est. Cost $65.26 Unrealized
IBDRY IBERDROLA S A SPONSORED ADR RE 0.0%
Value ($000) $279 Shares 3,670 Est. Cost $66.02 Unrealized
TARGET CORP CLASS EQUITY 0.0%
Value ($000) $278 Shares 3,100 Est. Cost $148.25 Unrealized
HCA HEALTHCARE INC 0.0%
Value ($000) $278 Shares 652 Est. Cost $426.20 Unrealized
APO APOLLO GLOBAL MGMT INC NEW COM 0.0%
Value ($000) $277 Shares 2,076 Est. Cost $153.36 Unrealized -8.2%
AWK AMERICAN WTR WKS CO INC 0.0%
Value ($000) $267 Shares 1,919 Est. Cost $120.69 Unrealized +16.0%
CFRHF CIE FINANCIERE RICHEMO-A REG 0.0%
Value ($000) $265 Shares 1,389 Est. Cost $145.00 Unrealized +20.6%
INVSC QQQ TRUST SRS 1 ETF 0.0%
Value ($000) $262 Shares 437 Est. Cost $479.11 Unrealized
FMCXF FORAN MINING CORPORATION 0.0%
Value ($000) $261 Shares 92,875 Est. Cost $2.31 Unrealized -7.1%
WHITE MOUNTAINS INS F DUTCH TE 0.0%
Value ($000) $251 Shares 150 Est. Cost $1925.81 Unrealized
BLACKROCK INC NEW 0.0%
Value ($000) $249 Shares 214 Est. Cost $1054.70 Unrealized
FIS FIDELITY NATL INFORMATION SVCS 0.0%
Value ($000) $246 Shares 3,731 Est. Cost $72.15 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $244 Shares 2,600 Est. Cost $98.35 Unrealized -1.2%
ATXRF ATEX RES INC COM 0.0%
Value ($000) $238 Shares 130,000 Est. Cost $1.80 Unrealized -0.9%
EOG RES INC 0.0%
Value ($000) $236 Shares 2,101 Est. Cost $122.58 Unrealized
BROOKFIELD CORP F CLASS A 0.0%
Value ($000) $233 Shares 3,399 Est. Cost $55.74 Unrealized
BVERS BEAVER COAL LTD LP 0.0%
Value ($000) $232 Shares 80 Est. Cost $2650.00 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $227 Shares 1,750 Est. Cost $90.96 Unrealized +55.7%
NATR NATURES SUNSHINE PRODS INC COM 0.0%
Value ($000) $226 Shares 14,576 Est. Cost $13.51 Unrealized +18.3%
FERGUSON ENTERPRISES INC 0.0%
Value ($000) $225 Shares 1,001 Est. Cost $217.75 Unrealized
SONY SONY GROUP CORP AMERN SH NEW 0.0%
Value ($000) $224 Shares 7,775 Est. Cost $25.39 Unrealized
TLT ISHARES TR 20 YR TREAS BD ETF 0.0%
Value ($000) $223 Shares 2,500 Est. Cost $89.37 Unrealized
VWO VANGUARD FTSE EMERGING MARK ET 0.0%
Value ($000) $221 Shares 4,072 Est. Cost $54.18 Unrealized
HP INC 0.0%
Value ($000) $218 Shares 8,000 Est. Cost $27.23 Unrealized
EXE EXPAND ENERGY CORP 0.0%
Value ($000) $212 Shares 2,000 Est. Cost $101.00 Unrealized -1.9%
DUKE ENERGY CORP NEW 0.0%
Value ($000) $211 Shares 1,703 Est. Cost $123.75 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $208 Shares 1,113 Est. Cost $87.56 Unrealized +105.2%
OGS One Gas Inc 0.0%
Value ($000) $202 Shares 2,500 Est. Cost $74.90 Unrealized 0.0%
RHHBY ROCHE HLDGS LTD SPONSORED ADR 0.0%
Value ($000) $201 Shares 4,804 Est. Cost $41.81 Unrealized
TETRA TECHNOLOGIES INC D 0.0%
Value ($000) $86 Shares 15,000 Est. Cost $2.41 Unrealized
BLDP BALLARD PWR SYS INC NEW COM 0.0%
Value ($000) $30 Shares 11,000 Est. Cost $29.89 Unrealized -93.2%
MYECHECK INC COM NEW 0.0%
Value ($000) $0 Shares 17,500 Est. Cost Unrealized
INTL BRIQUETTE HLD ORDF 0.0%
Value ($000) $0 Shares 20,000 Est. Cost Unrealized
SUA HLDGS LTD F 0.0%
Value ($000) $0 Shares 35,000 Est. Cost Unrealized