CHILTON INVESTMENT CO INC. Diversified Active

CIK: 0001332632 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $4,503,801 (100.0% shares, 0.0% debt)

Holdings (219)

MSFT MICROSOFT CORP 10.2%
Value ($000) $457,413 Shares 919,590 Est. Cost $82.50 Unrealized +424.1%
COST COSTCO WHOLESALE CORP 8.4%
Value ($000) $377,691 Shares 381,529 Est. Cost $135.08 Unrealized +633.4%
SHW SHERWIN WILLIAMS CO 7.5%
Value ($000) $336,422 Shares 979,793 Est. Cost $211.65 Unrealized +62.8%
RSG REPUBLIC SERVICES INC 7.1%
Value ($000) $320,380 Shares 1,299,135 Est. Cost $70.95 Unrealized +245.5%
HD HOME DEPOT INC 5.3%
Value ($000) $238,821 Shares 651,378 Est. Cost $124.08 Unrealized +186.8%
MA MASTERCARD inc 5.0%
Value ($000) $225,481 Shares 401,254 Est. Cost $211.65 Unrealized +160.6%
AJG ARTHUR J GALLAGHER & CO 4.9%
Value ($000) $221,716 Shares 692,603 Est. Cost $243.03 Unrealized +34.8%
BRO BROWN & BROWN INC 3.7%
Value ($000) $166,372 Shares 1,500,600 Est. Cost $96.81 Unrealized +15.6%
CTAS CINTAS CORP 3.5%
Value ($000) $155,807 Shares 699,092 Est. Cost $150.76 Unrealized +42.0%
PGR PROGRESSIVE CORP 3.3%
Value ($000) $149,530 Shares 560,331 Est. Cost $171.53 Unrealized +50.1%
APH AMPHENOL CORP 3.2%
Value ($000) $143,328 Shares 1,451,424 Est. Cost $68.22 Unrealized +19.3%
NFLX NETFLIX INC 3.1%
Value ($000) $138,678 Shares 103,558 Est. Cost $69.47 Unrealized +62.7%
IBM INTERNATIONAL BUSINESS MACHINES CORP 2.9%
Value ($000) $130,593 Shares 443,020 Est. Cost $124.07 Unrealized +104.6%
MCO MOODY'S CORP 2.8%
Value ($000) $126,425 Shares 252,048 Est. Cost $199.43 Unrealized +131.2%
WRB W R BERKLEY CORP 2.7%
Value ($000) $119,846 Shares 1,631,218 Est. Cost $48.08 Unrealized +45.5%
AXP AMERICAN EXPRESS CO 2.3%
Value ($000) $105,167 Shares 329,699 Est. Cost $285.23 Unrealized -2.1%
BRK/B BERKSHIRE HATHAWAY INC 1.7%
Value ($000) $78,115 Shares 160,806 Est. Cost $387.78 Unrealized +31.0%
ETN EATON CORP PLC 1.3%
Value ($000) $60,461 Shares 169,364 Est. Cost $242.39 Unrealized +26.5%
AZO AUTOZONE INC 1.3%
Value ($000) $58,805 Shares 15,841 Est. Cost $2672.86 Unrealized +37.9%
DE DEERE & CO 1.2%
Value ($000) $52,432 Shares 103,114 Est. Cost $285.51 Unrealized +69.8%
WM WASTE MANAGEMENT INC 1.0%
Value ($000) $45,169 Shares 197,399 Est. Cost $218.54 Unrealized +5.1%
PH PARKER-HANNIFIN CORP 1.0%
Value ($000) $44,345 Shares 63,489 Est. Cost $647.00 Unrealized -2.9%
CRH CRH PLC 1.0%
Value ($000) $43,567 Shares 474,587 Est. Cost $92.43 Unrealized -1.5%
ORLY O'REILLY AUTOMOTIVE INC 0.8%
Value ($000) $36,494 Shares 404,901 Est. Cost $87.63 Unrealized +4.0%
NOW SERVICENOW INC 0.8%
Value ($000) $34,635 Shares 33,689 Est. Cost $150.50 Unrealized +25.4%
COKE COCA-COLA CONSOLIDATED INC 0.7%
Value ($000) $33,665 Shares 301,524 Est. Cost $119.58 Unrealized +0.3%
CLH CLEAN HARBORS INC 0.7%
Value ($000) $30,953 Shares 133,893 Est. Cost $207.54 Unrealized +5.5%
MS MORGAN STANLEY 0.7%
Value ($000) $29,878 Shares 212,113 Est. Cost $80.82 Unrealized +49.7%
BX BLACKSTONE INC 0.5%
Value ($000) $22,072 Shares 147,563 Est. Cost $86.79 Unrealized +55.7%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $21,740 Shares 53,617 Est. Cost $276.48 Unrealized +50.8%
V VISA INC 0.4%
Value ($000) $20,039 Shares 56,439 Est. Cost $237.66 Unrealized +46.0%
GTLS CHART INDUSTRIES INC 0.4%
Value ($000) $19,720 Shares 119,771 Est. Cost $146.88 Unrealized 0.0%
KR KROGER CO 0.4%
Value ($000) $17,885 Shares 249,331 Est. Cost $48.93 Unrealized +39.3%
MDT MEDTRONIC PLC 0.4%
Value ($000) $17,390 Shares 199,493 Est. Cost $80.15 Unrealized +4.2%
GOOGL ALPHABET INC 0.4%
Value ($000) $17,133 Shares 97,220 Est. Cost $120.17 Unrealized +35.9%
SBUX STARBUCKS CORP 0.3%
Value ($000) $15,416 Shares 168,247 Est. Cost $85.17 Unrealized 0.0%
WRBY WARBY PARKER inc 0.3%
Value ($000) $15,100 Shares 688,572 Est. Cost $17.60 Unrealized +5.0%
AAPL APPLE INC 0.3%
Value ($000) $14,166 Shares 69,043 Est. Cost $200.72 Unrealized +0.3%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.3%
Value ($000) $13,618 Shares 44,807 Est. Cost $217.48 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $11,943 Shares 38,282 Est. Cost $405.78 Unrealized -7.6%
MCD MCDONALD'S CORP 0.3%
Value ($000) $11,433 Shares 39,131 Est. Cost $198.90 Unrealized +52.6%
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $11,218 Shares 18,156 Est. Cost $546.82 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $11,093 Shares 62,534 Est. Cost $117.01 Unrealized +40.9%
VST VISTRA CORP 0.2%
Value ($000) $10,664 Shares 55,022 Est. Cost $84.29 Unrealized +74.9%
TXN TEXAS INSTRUMENTS INC 0.2%
Value ($000) $8,931 Shares 43,014 Est. Cost $163.86 Unrealized +6.4%
AVGO BROADCOM INC 0.2%
Value ($000) $8,411 Shares 30,514 Est. Cost $151.28 Unrealized +42.7%
IDXX IDEXX LABORATORIES INC 0.2%
Value ($000) $8,358 Shares 15,583 Est. Cost $127.22 Unrealized +275.9%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $8,336 Shares 24,550 Est. Cost $155.29 Unrealized
MUSA MURPHY USA INC 0.2%
Value ($000) $7,835 Shares 19,260 Est. Cost $300.17 Unrealized +50.9%
APG API GROUP CORP 0.2%
Value ($000) $7,429 Shares 145,521 Est. Cost $24.61 Unrealized +16.4%
NVR NVR INC 0.2%
Value ($000) $7,231 Shares 979 Est. Cost $7466.77 Unrealized -4.0%
RL RALPH LAUREN CORP 0.2%
Value ($000) $6,890 Shares 25,122 Est. Cost $175.56 Unrealized +39.8%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $6,676 Shares 13,032 Est. Cost $407.92 Unrealized +18.3%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $6,481 Shares 22,355 Est. Cost $149.30 Unrealized +69.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $6,469 Shares 122,584 Est. Cost $49.87 Unrealized +1.4%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $6,327 Shares 27,497 Est. Cost $121.69 Unrealized +79.5%
SKWD SKYWARD SPECIALTY INSURANCE GROUP 0.1%
Value ($000) $6,245 Shares 108,063 Est. Cost $37.57 Unrealized +53.5%
ODFL OLD DOMINION FREIGHT LINE INC 0.1%
Value ($000) $5,787 Shares 35,658 Est. Cost $174.68 Unrealized -9.1%
META META PLATFORMS INC 0.1%
Value ($000) $5,702 Shares 7,726 Est. Cost $619.14 Unrealized -0.4%
AMZN AMAZON.COM INC 0.1%
Value ($000) $5,644 Shares 25,728 Est. Cost $180.10 Unrealized +9.9%
CNM CORE & MAIN INC 0.1%
Value ($000) $5,482 Shares 90,829 Est. Cost $48.06 Unrealized +11.3%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $5,107 Shares 21,455 Est. Cost $176.26 Unrealized +16.9%
CENTRAL SECURITIES CORP 0.1%
Value ($000) $4,846 Shares 101,254 Est. Cost $45.56 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $4,597 Shares 14,907 Est. Cost $171.25 Unrealized +76.6%
TJX TJX COS INC 0.1%
Value ($000) $4,592 Shares 37,184 Est. Cost $46.86 Unrealized +168.6%
BJ BJ'S WHOLESALE CLUB HOLDINGS INC 0.1%
Value ($000) $4,305 Shares 39,926 Est. Cost $80.97 Unrealized +40.7%
DECK DECKERS OUTDOOR CORP 0.1%
Value ($000) $4,293 Shares 41,649 Est. Cost $138.49 Unrealized -20.1%
LAD LITHIA MOTORS inc 0.1%
Value ($000) $4,047 Shares 11,981 Est. Cost $309.32 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $3,842 Shares 39,297 Est. Cost $83.55 Unrealized +13.4%
CW CURTISS-WRIGHT CORP 0.1%
Value ($000) $3,753 Shares 7,682 Est. Cost $263.62 Unrealized +49.5%
HAS HASBRO INC 0.1%
Value ($000) $3,731 Shares 50,540 Est. Cost $60.66 Unrealized +1.5%
PEP PEPSICO INC 0.1%
Value ($000) $3,673 Shares 27,820 Est. Cost $159.02 Unrealized -17.6%
INTU INTUIT INC 0.1%
Value ($000) $3,520 Shares 4,469 Est. Cost $268.11 Unrealized +151.6%
UNF UNIFIRST CORP 0.1%
Value ($000) $3,275 Shares 17,400 Est. Cost $191.29 Unrealized -5.6%
BLK BLACKROCK INC 0.1%
Value ($000) $3,149 Shares 3,001 Est. Cost $864.71 Unrealized +7.9%
HUBS HUBSPOT INC 0.1%
Value ($000) $3,117 Shares 5,599 Est. Cost $585.68 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $3,093 Shares 19,579 Est. Cost $110.72 Unrealized +13.6%
BK BANK OF NEW YORK MELLON CORP 0.1%
Value ($000) $2,980 Shares 32,710 Est. Cost $83.95 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $2,949 Shares 21,685 Est. Cost $98.49 Unrealized +32.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,912 Shares 27,010 Est. Cost $104.98 Unrealized -0.4%
LIN LINDE PLC 0.1%
Value ($000) $2,844 Shares 6,061 Est. Cost $333.74 Unrealized +35.5%
ABBV ABBVIE INC 0.1%
Value ($000) $2,703 Shares 14,564 Est. Cost $113.12 Unrealized +61.5%
CVX CHEVRON CORP 0.1%
Value ($000) $2,654 Shares 18,534 Est. Cost $147.52 Unrealized -7.1%
LLY ELI LILLY & CO 0.1%
Value ($000) $2,461 Shares 3,157 Est. Cost $443.73 Unrealized +74.3%
CPRT COPART INC 0.1%
Value ($000) $2,428 Shares 49,483 Est. Cost $52.11 Unrealized +7.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2,181 Shares 4,136 Est. Cost $404.22 Unrealized +22.9%
MCW MISTER CAR WASH INC 0.0%
Value ($000) $2,028 Shares 337,500 Est. Cost $7.02 Unrealized 0.0%
USB US BANCORP 0.0%
Value ($000) $1,856 Shares 41,012 Est. Cost $39.65 Unrealized +2.8%
XLU SELECT SECTOR SPDR UTILITIES 0.0%
Value ($000) $1,756 Shares 21,500 Est. Cost $63.86 Unrealized
CNOB CONNECTONE BANCORP INC 0.0%
Value ($000) $1,713 Shares 73,960 Est. Cost $22.25 Unrealized 0.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $1,706 Shares 32,585 Est. Cost $55.95 Unrealized -16.8%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $1,625 Shares 3,044 Est. Cost $100.59 Unrealized +387.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1,605 Shares 10,073 Est. Cost $142.33 Unrealized +13.0%
FISV FISERV INC 0.0%
Value ($000) $1,604 Shares 9,306 Est. Cost $119.83 Unrealized +51.3%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $1,550 Shares 10,149 Est. Cost $125.27 Unrealized +20.4%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $1,459 Shares 6,859 Est. Cost $185.36 Unrealized -0.2%
BXSL BLACKSTONE SECURED LENDING FUND 0.0%
Value ($000) $1,309 Shares 42,558 Est. Cost $23.00 Unrealized +22.1%
XLF SELECT SECTOR SPDR FINANCIAL 0.0%
Value ($000) $1,231 Shares 23,500 Est. Cost $37.53 Unrealized
CP CANADIAN PACIFIC KANSAS CITY LTD 0.0%
Value ($000) $1,226 Shares 15,464 Est. Cost $77.34 Unrealized -1.0%
RTX RTX CORP 0.0%
Value ($000) $1,220 Shares 8,353 Est. Cost $101.84 Unrealized +29.4%
SYK STRYKER CORP 0.0%
Value ($000) $1,209 Shares 3,057 Est. Cost $215.32 Unrealized +72.5%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1,166 Shares 8,557 Est. Cost $117.28 Unrealized 0.0%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $1,154 Shares 8,656 Est. Cost $115.57 Unrealized -1.8%
FAST FASTENAL CO 0.0%
Value ($000) $1,153 Shares 27,450 Est. Cost $29.42 Unrealized +36.3%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $1,139 Shares 10,342 Est. Cost $110.10 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $1,137 Shares 19,938 Est. Cost $53.89 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $1,101 Shares 6,015 Est. Cost $47.13 Unrealized +234.1%
ASML ASML HOLDING NV 0.0%
Value ($000) $1,087 Shares 1,357 Est. Cost $852.45 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $1,081 Shares 1,903 Est. Cost $490.49 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $1,044 Shares 2,460 Est. Cost $323.33 Unrealized
AN AUTONATION INC 0.0%
Value ($000) $1,012 Shares 5,092 Est. Cost $180.54 Unrealized 0.0%
WELLS FARGO CO PERP CONV PFD A 0.0%
Value ($000) $997 Shares 849 Est. Cost $1256.12 Unrealized
WFC WELLS FARGO & CO 0.0%
Value ($000) $987 Shares 12,315 Est. Cost $53.17 Unrealized +33.8%
ORCL ORACLE CORP 0.0%
Value ($000) $949 Shares 4,340 Est. Cost $161.57 Unrealized -0.5%
ACN ACCENTURE PLC 0.0%
Value ($000) $876 Shares 2,930 Est. Cost $286.78 Unrealized +5.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $872 Shares 4,789 Est. Cost $154.23 Unrealized +8.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $815 Shares 1,438 Est. Cost $438.67 Unrealized +28.1%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $809 Shares 3,162 Est. Cost $183.58 Unrealized +27.0%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $806 Shares 3,462 Est. Cost $166.43 Unrealized +20.0%
AON AON PLC 0.0%
Value ($000) $792 Shares 2,219 Est. Cost $368.73 Unrealized -2.0%
NVO NOVO NORDISK A/S 0.0%
Value ($000) $791 Shares 11,460 Est. Cost $75.11 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $785 Shares 46,836 Est. Cost $9.01 Unrealized +63.1%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $781 Shares 8,020 Est. Cost $75.32 Unrealized +4.7%
ZTS ZOETIS INC 0.0%
Value ($000) $771 Shares 4,944 Est. Cost $125.95 Unrealized +25.0%
LOW LOWE'S COS INC 0.0%
Value ($000) $769 Shares 3,465 Est. Cost $194.93 Unrealized +13.2%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $765 Shares 31,360 Est. Cost $24.06 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $753 Shares 10,840 Est. Cost $67.59 Unrealized +0.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $745 Shares 11,654 Est. Cost $63.33 Unrealized
NMFC NEW MOUNTAIN FINANCE CORP 0.0%
Value ($000) $744 Shares 70,520 Est. Cost $8.88 Unrealized +5.9%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $714 Shares 3,830 Est. Cost $109.79 Unrealized +51.2%
YUM YUM! BRANDS INC 0.0%
Value ($000) $713 Shares 4,814 Est. Cost $93.22 Unrealized +54.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $708 Shares 3,240 Est. Cost $163.25 Unrealized +36.7%
FVD FIRST TRUST VALUE LINE DIVIDEND FUND 0.0%
Value ($000) $704 Shares 15,760 Est. Cost $44.70 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $701 Shares 7,700 Est. Cost $90.98 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $700 Shares 3,580 Est. Cost $171.24 Unrealized
TRGP TARGA RESOURCES CORP 0.0%
Value ($000) $688 Shares 3,954 Est. Cost $149.41 Unrealized +10.8%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $684 Shares 1,561 Est. Cost $370.82 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $668 Shares 3,652 Est. Cost $171.48 Unrealized
HUBB HUBBELL INC 0.0%
Value ($000) $651 Shares 1,594 Est. Cost $367.61 Unrealized 0.0%
APP APPLOVIN CORP 0.0%
Value ($000) $643 Shares 1,836 Est. Cost $338.65 Unrealized -4.3%
KO COCA COLA CO 0.0%
Value ($000) $629 Shares 8,886 Est. Cost $47.62 Unrealized +46.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $623 Shares 1,345 Est. Cost $373.48 Unrealized +22.9%
MRK MERCK & CO INC 0.0%
Value ($000) $605 Shares 7,641 Est. Cost $76.90 Unrealized +0.6%
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $605 Shares 9,067 Est. Cost $65.94 Unrealized
TFC TRUIST FINANCIAL CORP 0.0%
Value ($000) $603 Shares 14,020 Est. Cost $34.22 Unrealized +11.1%
TWLO TWILIO INC 0.0%
Value ($000) $577 Shares 4,639 Est. Cost $118.14 Unrealized -10.0%
AMGN AMGEN INC 0.0%
Value ($000) $574 Shares 2,056 Est. Cost $260.74 Unrealized +6.5%
DHR DANAHER CORP 0.0%
Value ($000) $554 Shares 2,807 Est. Cost $207.81 Unrealized -7.1%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $550 Shares 11,620 Est. Cost $42.11 Unrealized -1.6%
CDW CDW CORP 0.0%
Value ($000) $550 Shares 3,078 Est. Cost $191.18 Unrealized -12.1%
CSX CSX CORP 0.0%
Value ($000) $545 Shares 16,713 Est. Cost $28.28 Unrealized +5.3%
KNSL KINSALE CAPITAL GROUP INC 0.0%
Value ($000) $543 Shares 1,122 Est. Cost $406.01 Unrealized +14.7%
OBDC BLUE OWL CAPITAL CORP 0.0%
Value ($000) $529 Shares 36,907 Est. Cost $12.11 Unrealized +7.8%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $515 Shares 1,652 Est. Cost $192.29 Unrealized +56.9%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $508 Shares 2,054 Est. Cost $231.42 Unrealized +2.5%
CB CHUBB LTD 0.0%
Value ($000) $494 Shares 1,705 Est. Cost $277.02 Unrealized +3.6%
DPZ DOMINO'S PIZZA INC 0.0%
Value ($000) $478 Shares 1,061 Est. Cost $401.49 Unrealized +15.6%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $478 Shares 6,165 Est. Cost $63.47 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $478 Shares 1,247 Est. Cost $319.90 Unrealized +12.1%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $457 Shares 2,457 Est. Cost $127.16 Unrealized +20.8%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $447 Shares 9,652 Est. Cost $54.31 Unrealized -13.1%
ADBE ADOBE INC 0.0%
Value ($000) $430 Shares 1,111 Est. Cost $385.32 Unrealized 0.0%
SMH VANECK SEMICONDUCTOR ETF 0.0%
Value ($000) $426 Shares 1,528 Est. Cost $278.88 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value ($000) $422 Shares 6,898 Est. Cost $61.21 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $411 Shares 1,059 Est. Cost $330.84 Unrealized 0.0%
RELX RELX PLC 0.0%
Value ($000) $410 Shares 7,543 Est. Cost $54.34 Unrealized
TRMB TRIMBLE INC 0.0%
Value ($000) $403 Shares 5,303 Est. Cost $63.83 Unrealized +5.2%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $403 Shares 741 Est. Cost $551.03 Unrealized -5.1%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $397 Shares 1,133 Est. Cost $233.78 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value ($000) $396 Shares 2,157 Est. Cost $164.18 Unrealized +3.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $387 Shares 4,313 Est. Cost $98.96 Unrealized -11.1%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $380 Shares 2,954 Est. Cost $128.52 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $377 Shares 1,367 Est. Cost $173.56 Unrealized +54.7%
CRM SALESFORCE INC 0.0%
Value ($000) $368 Shares 1,351 Est. Cost $266.04 Unrealized 0.0%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $365 Shares 1,303 Est. Cost $279.83 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value ($000) $357 Shares 3,550 Est. Cost $100.70 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $354 Shares 4,540 Est. Cost $87.59 Unrealized -7.6%
JVAL JPMORGAN US VALUE FACTOR ETF 0.0%
Value ($000) $353 Shares 7,983 Est. Cost $43.54 Unrealized
HLT HILTON WORLDWIDE HOLDINGS INC 0.0%
Value ($000) $352 Shares 1,323 Est. Cost $247.70 Unrealized -4.0%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $351 Shares 1,882 Est. Cost $136.80 Unrealized +40.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $351 Shares 2,201 Est. Cost $169.08 Unrealized -14.2%
MSCI MSCI INC 0.0%
Value ($000) $350 Shares 607 Est. Cost $578.74 Unrealized -5.1%
FTLS FIRST TRUST EXCHANGE-TRADED FUND 0.0%
Value ($000) $344 Shares 5,196 Est. Cost $66.28 Unrealized
IQLT ISHARES MSCI INTL QUALTY FACTOR ETF 0.0%
Value ($000) $331 Shares 7,662 Est. Cost $41.49 Unrealized
SCHW THE CHARLES SCHWAB CORP 0.0%
Value ($000) $318 Shares 3,488 Est. Cost $83.15 Unrealized 0.0%
XLC SELECT SECTOR SPDR COMMUNICATION SERVICES 0.0%
Value ($000) $316 Shares 2,910 Est. Cost $108.53 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $309 Shares 1,059 Est. Cost $263.20 Unrealized +3.5%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $305 Shares 3,410 Est. Cost $66.54 Unrealized
PWR QUANTA SERVICES INC 0.0%
Value ($000) $304 Shares 803 Est. Cost $320.76 Unrealized 0.0%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $302 Shares 5,308 Est. Cost $59.22 Unrealized
FTNT FORTINET INC 0.0%
Value ($000) $301 Shares 2,850 Est. Cost $100.89 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $296 Shares 3,910 Est. Cost $74.60 Unrealized -1.6%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $292 Shares 2,565 Est. Cost $103.59 Unrealized +2.7%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $287 Shares 1,095 Est. Cost $199.50 Unrealized +21.2%
DIS WALT DISNEY CO 0.0%
Value ($000) $287 Shares 2,312 Est. Cost $106.01 Unrealized -3.0%
CRWD CROWDSTRIKE HOLDINGS INC 0.0%
Value ($000) $284 Shares 557 Est. Cost $284.07 Unrealized +52.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $284 Shares 1,283 Est. Cost $189.52 Unrealized +11.0%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $273 Shares 498 Est. Cost $505.20 Unrealized +4.2%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $273 Shares 1,500 Est. Cost $170.32 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $272 Shares 2,250 Est. Cost $101.80 Unrealized
RS RELIANCE INC 0.0%
Value ($000) $270 Shares 860 Est. Cost $235.54 Unrealized +25.3%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $266 Shares 428 Est. Cost $504.58 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $259 Shares 2,465 Est. Cost $147.06 Unrealized -30.8%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $257 Shares 169 Est. Cost $1314.14 Unrealized 0.0%
ICFI ICF INTERNATIONAL INC 0.0%
Value ($000) $255 Shares 3,007 Est. Cost $138.60 Unrealized -38.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $253 Shares 4,501 Est. Cost $54.38 Unrealized -6.5%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING LTD 0.0%
Value ($000) $252 Shares 1,113 Est. Cost $174.23 Unrealized
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $247 Shares 5,387 Est. Cost $41.26 Unrealized
CACI CACI INTERNATIONAL INC 0.0%
Value ($000) $240 Shares 504 Est. Cost $443.01 Unrealized 0.0%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $235 Shares 990 Est. Cost $236.98 Unrealized
CBOE CBOE GLOBAL MARKETS INC 0.0%
Value ($000) $234 Shares 1,005 Est. Cost $206.46 Unrealized +7.6%
DXJ WISDOMTREE JAPAN HEDGED EQUITY 0.0%
Value ($000) $225 Shares 1,966 Est. Cost $110.29 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $224 Shares 337 Est. Cost $663.28 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $220 Shares 1,731 Est. Cost $112.93 Unrealized +8.8%
AME AMETEK INC 0.0%
Value ($000) $215 Shares 1,186 Est. Cost $171.25 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $211 Shares 665 Est. Cost $301.28 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $207 Shares 767 Est. Cost $252.35 Unrealized 0.0%
COLB COLUMBIA BANKING SYSTEM INC 0.0%
Value ($000) $202 Shares 8,658 Est. Cost $22.35 Unrealized 0.0%
ATEC ALPHATEC HOLDINGS INC 0.0%
Value ($000) $115 Shares 10,325 Est. Cost $7.98 Unrealized +43.9%