Wakefield Asset Management LLLP Quant / Systematic

CIK: 0001600435 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $366,400 (100.0% shares, 0.0% debt)

Holdings (193)

EFV ISHARES TR 4.4%
Value ($000) $16,125 Shares 237,725 Est. Cost $45.99 Unrealized
EFG ISHARES TR 4.4%
Value ($000) $15,979 Shares 140,317 Est. Cost $88.64 Unrealized
IEMG ISHARES INC 2.9%
Value ($000) $10,720 Shares 162,618 Est. Cost $50.39 Unrealized
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $6,372 Shares 20,201 Est. Cost $157.94 Unrealized +87.4%
PSQ PROSHARES TR 1.7%
Value ($000) $6,353 Shares 204,669 Est. Cost $35.94 Unrealized
META META PLATFORMS INC 1.6%
Value ($000) $5,927 Shares 8,071 Est. Cost $338.44 Unrealized +119.6%
NVDA NVIDIA CORPORATION 1.5%
Value ($000) $5,659 Shares 30,328 Est. Cost $126.71 Unrealized +37.6%
NFLX NETFLIX INC 1.5%
Value ($000) $5,420 Shares 4,521 Est. Cost $68.12 Unrealized +79.2%
SCHE SCHWAB STRATEGIC TR 1.5%
Value ($000) $5,323 Shares 159,528 Est. Cost $26.23 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 1.4%
Value ($000) $5,009 Shares 26,407 Est. Cost $168.16 Unrealized
NEM NEWMONT CORP 1.4%
Value ($000) $5,004 Shares 59,353 Est. Cost $52.90 Unrealized +31.2%
GOOGL ALPHABET INC 1.3%
Value ($000) $4,879 Shares 20,070 Est. Cost $168.99 Unrealized +23.8%
LRCX LAM RESEARCH CORP 1.3%
Value ($000) $4,827 Shares 36,041 Est. Cost $105.52 Unrealized 0.0%
TT TRANE TECHNOLOGIES PLC 1.3%
Value ($000) $4,735 Shares 11,222 Est. Cost $180.16 Unrealized +136.8%
FTI TECHNIPFMC PLC 1.3%
Value ($000) $4,646 Shares 117,779 Est. Cost $30.85 Unrealized +18.4%
SCHZ SCHWAB STRATEGIC TR 1.3%
Value ($000) $4,615 Shares 196,654 Est. Cost $43.38 Unrealized
MPC MARATHON PETE CORP 1.3%
Value ($000) $4,597 Shares 23,849 Est. Cost $147.73 Unrealized +18.1%
APH AMPHENOL CORP NEW 1.2%
Value ($000) $4,511 Shares 36,453 Est. Cost $67.73 Unrealized +61.5%
THC TENET HEALTHCARE CORP 1.2%
Value ($000) $4,293 Shares 21,143 Est. Cost $121.00 Unrealized +46.6%
VRT VERTIV HOLDINGS CO 1.1%
Value ($000) $4,139 Shares 27,438 Est. Cost $42.45 Unrealized +214.0%
IEFA ISHARES TR 1.1%
Value ($000) $4,114 Shares 47,122 Est. Cost $61.93 Unrealized
CCK CROWN HLDGS INC 1.1%
Value ($000) $4,035 Shares 41,776 Est. Cost $87.01 Unrealized +14.9%
EWC ISHARES INC 1.1%
Value ($000) $4,024 Shares 79,607 Est. Cost $27.99 Unrealized
EBAY EBAY INC. 1.1%
Value ($000) $4,012 Shares 44,117 Est. Cost $68.50 Unrealized +28.4%
TRV TRAVELERS COMPANIES INC 1.1%
Value ($000) $3,999 Shares 14,323 Est. Cost $260.78 Unrealized +2.0%
AER AERCAP HOLDINGS NV 1.1%
Value ($000) $3,958 Shares 32,709 Est. Cost $107.75 Unrealized +8.2%
HAS HASBRO INC 1.0%
Value ($000) $3,820 Shares 50,362 Est. Cost $73.96 Unrealized +3.4%
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $3,801 Shares 60,808 Est. Cost $65.10 Unrealized -2.6%
AES AES CORP 1.0%
Value ($000) $3,754 Shares 285,256 Est. Cost $10.37 Unrealized +23.1%
RMD RESMED INC 1.0%
Value ($000) $3,720 Shares 13,590 Est. Cost $238.34 Unrealized +14.2%
VST VISTRA CORP 1.0%
Value ($000) $3,693 Shares 18,847 Est. Cost $197.68 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 1.0%
Value ($000) $3,628 Shares 17,067 Est. Cost $195.96 Unrealized +11.1%
TOTL SSGA ACTIVE ETF TR 1.0%
Value ($000) $3,553 Shares 87,585 Est. Cost $39.49 Unrealized
RBC RBC BEARINGS INC 1.0%
Value ($000) $3,518 Shares 9,013 Est. Cost $355.93 Unrealized +9.4%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $3,479 Shares 31,346 Est. Cost $98.35 Unrealized +14.2%
NLY ANNALY CAPITAL MANAGEMENT IN 0.9%
Value ($000) $3,356 Shares 165,669 Est. Cost $20.35 Unrealized
CTVA CORTEVA INC 0.9%
Value ($000) $3,321 Shares 49,101 Est. Cost $72.16 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.9%
Value ($000) $3,298 Shares 13,448 Est. Cost $222.22 Unrealized +8.1%
LDOS LEIDOS HOLDINGS INC 0.9%
Value ($000) $3,223 Shares 17,057 Est. Cost $157.32 Unrealized +10.2%
QQQD DIREXION SHS ETF TR 0.9%
Value ($000) $3,130 Shares 232,196 Est. Cost $13.48 Unrealized
MS MORGAN STANLEY 0.8%
Value ($000) $2,775 Shares 17,456 Est. Cost $125.91 Unrealized +16.3%
WESTERN AST INFL LKD OPP & I 0.8%
Value ($000) $2,751 Shares 309,501 Est. Cost $9.99 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $2,751 Shares 4,492 Est. Cost $330.22 Unrealized
GDX VANECK ETF TRUST 0.7%
Value ($000) $2,639 Shares 34,546 Est. Cost $32.40 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.7%
Value ($000) $2,582 Shares 39,716 Est. Cost $45.93 Unrealized
SIRI SIRIUSXM HOLDINGS INC 0.7%
Value ($000) $2,478 Shares 106,447 Est. Cost $23.55 Unrealized -1.8%
PHYS SPROTT ASSET MANAGEMENT LP 0.6%
Value ($000) $2,273 Shares 76,747 Est. Cost $18.52 Unrealized
AFRM AFFIRM HLDGS INC 0.6%
Value ($000) $2,151 Shares 29,433 Est. Cost $59.25 Unrealized +28.4%
CVNA CARVANA CO 0.6%
Value ($000) $2,120 Shares 5,621 Est. Cost $274.18 Unrealized +30.4%
COR CENCORA INC 0.6%
Value ($000) $2,110 Shares 6,752 Est. Cost $226.91 Unrealized +29.3%
COHR COHERENT CORP 0.6%
Value ($000) $2,109 Shares 19,582 Est. Cost $78.39 Unrealized +27.2%
AMZN AMAZON COM INC 0.6%
Value ($000) $2,049 Shares 9,334 Est. Cost $217.00 Unrealized +4.3%
TTMI TTM TECHNOLOGIES INC 0.6%
Value ($000) $2,029 Shares 35,231 Est. Cost $27.65 Unrealized +68.1%
VTWO VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $2,013 Shares 20,576 Est. Cost $97.69 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $1,905 Shares 8,229 Est. Cost $137.48 Unrealized +46.9%
NUVEEN MUNICIPAL CREDIT INC 0.5%
Value ($000) $1,883 Shares 149,855 Est. Cost $12.06 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.5%
Value ($000) $1,866 Shares 163,764 Est. Cost $11.32 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.5%
Value ($000) $1,857 Shares 158,743 Est. Cost $11.74 Unrealized
INVESCO MUN OPPORTUNITY TR 0.5%
Value ($000) $1,835 Shares 189,795 Est. Cost $9.86 Unrealized
BLACKROCK MUN INCOME TR 0.5%
Value ($000) $1,832 Shares 182,254 Est. Cost $10.08 Unrealized
BLACKROCK MUNI INCOME TR II 0.5%
Value ($000) $1,811 Shares 173,248 Est. Cost $10.40 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value ($000) $1,779 Shares 3,627 Est. Cost $381.06 Unrealized +19.3%
EYE NATIONAL VISION HLDGS INC 0.5%
Value ($000) $1,767 Shares 60,545 Est. Cost $11.82 Unrealized +107.8%
ACLS AXCELIS TECHNOLOGIES INC 0.5%
Value ($000) $1,766 Shares 18,091 Est. Cost $57.05 Unrealized +41.2%
IWM ISHARES TR 0.5%
Value ($000) $1,699 Shares 7,020 Est. Cost $172.73 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $1,691 Shares 3,264 Est. Cost $405.08 Unrealized +25.6%
PIMCO MUN INCOME FD II 0.5%
Value ($000) $1,686 Shares 213,025 Est. Cost $8.11 Unrealized
IDU ISHARES TR 0.4%
Value ($000) $1,628 Shares 14,682 Est. Cost $80.07 Unrealized
WWD WOODWARD INC 0.4%
Value ($000) $1,624 Shares 6,427 Est. Cost $169.70 Unrealized +46.0%
VGIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,624 Shares 27,047 Est. Cost $59.93 Unrealized
ALL ALLSTATE CORP 0.4%
Value ($000) $1,622 Shares 7,554 Est. Cost $200.20 Unrealized 0.0%
VGLT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,621 Shares 28,507 Est. Cost $56.15 Unrealized
PAHC PHIBRO ANIMAL HEALTH CORP 0.4%
Value ($000) $1,591 Shares 39,328 Est. Cost $23.08 Unrealized +43.1%
AAPL APPLE INC 0.4%
Value ($000) $1,537 Shares 6,037 Est. Cost $230.77 Unrealized -2.3%
PSLV SPROTT ASSET MANAGEMENT LP 0.4%
Value ($000) $1,523 Shares 97,016 Est. Cost $12.78 Unrealized
SMP STANDARD MTR PRODS INC 0.4%
Value ($000) $1,517 Shares 37,164 Est. Cost $27.65 Unrealized +32.4%
AZZ AZZ INC 0.4%
Value ($000) $1,447 Shares 13,263 Est. Cost $84.18 Unrealized +31.3%
AX AXOS FINANCIAL INC 0.4%
Value ($000) $1,442 Shares 17,040 Est. Cost $42.79 Unrealized +103.7%
HCI HCI GROUP INC 0.4%
Value ($000) $1,437 Shares 7,488 Est. Cost $126.80 Unrealized +24.9%
ROAD CONSTRUCTION PARTNERS INC 0.4%
Value ($000) $1,432 Shares 11,277 Est. Cost $78.80 Unrealized +44.9%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,426 Shares 21,259 Est. Cost $68.32 Unrealized +2.9%
MYRG MYR GROUP INC DEL 0.4%
Value ($000) $1,414 Shares 6,795 Est. Cost $146.94 Unrealized +27.0%
AWI ARMSTRONG WORLD INDS INC NEW 0.4%
Value ($000) $1,383 Shares 7,057 Est. Cost $146.25 Unrealized +26.9%
TRMK TRUSTMARK CORP 0.4%
Value ($000) $1,377 Shares 34,781 Est. Cost $26.23 Unrealized +47.1%
CTAS CINTAS CORP 0.4%
Value ($000) $1,351 Shares 6,584 Est. Cost $214.09 Unrealized -0.6%
VCYT VERACYTE INC 0.4%
Value ($000) $1,338 Shares 38,964 Est. Cost $28.96 Unrealized -0.9%
CHWY CHEWY INC 0.4%
Value ($000) $1,333 Shares 32,949 Est. Cost $39.84 Unrealized -3.2%
PARR PAR PAC HOLDINGS INC 0.4%
Value ($000) $1,330 Shares 37,538 Est. Cost $32.53 Unrealized 0.0%
PATH UIPATH INC 0.4%
Value ($000) $1,314 Shares 98,172 Est. Cost $13.03 Unrealized -9.3%
AMLP ALPS ETF TR 0.4%
Value ($000) $1,302 Shares 27,746 Est. Cost $28.48 Unrealized
ELV ELEVANCE HEALTH INC FORMERLY 0.4%
Value ($000) $1,292 Shares 4,000 Est. Cost $394.28 Unrealized -21.8%
CRS CARPENTER TECHNOLOGY CORP 0.4%
Value ($000) $1,291 Shares 5,258 Est. Cost $70.23 Unrealized +263.4%
CNX CNX RES CORP 0.3%
Value ($000) $1,277 Shares 39,757 Est. Cost $30.64 Unrealized 0.0%
ANIP ANI PHARMACEUTICALS INC 0.3%
Value ($000) $1,273 Shares 13,899 Est. Cost $59.73 Unrealized +36.5%
MCRI MONARCH CASINO & RESORT INC 0.3%
Value ($000) $1,262 Shares 11,921 Est. Cost $85.10 Unrealized +17.9%
OSIS OSI SYSTEMS INC 0.3%
Value ($000) $1,239 Shares 4,972 Est. Cost $135.22 Unrealized +68.8%
COUR COURSERA INC 0.3%
Value ($000) $1,190 Shares 101,597 Est. Cost $10.86 Unrealized 0.0%
ITRI ITRON INC 0.3%
Value ($000) $1,182 Shares 9,491 Est. Cost $75.40 Unrealized +68.7%
TRS TRIMAS CORP 0.3%
Value ($000) $1,179 Shares 30,521 Est. Cost $35.52 Unrealized 0.0%
MD PEDIATRIX MEDICAL GROUP INC 0.3%
Value ($000) $1,171 Shares 69,905 Est. Cost $13.71 Unrealized +9.3%
FCF FIRST COMWLTH FINL CORP PA 0.3%
Value ($000) $1,160 Shares 68,055 Est. Cost $16.74 Unrealized 0.0%
EFSC ENTERPRISE FINL SVCS CORP 0.3%
Value ($000) $1,143 Shares 19,718 Est. Cost $51.35 Unrealized +12.1%
LC LENDINGCLUB CORP 0.3%
Value ($000) $1,136 Shares 74,811 Est. Cost $15.17 Unrealized 0.0%
BANF BANCFIRST CORP 0.3%
Value ($000) $1,134 Shares 8,970 Est. Cost $86.39 Unrealized +48.3%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1,128 Shares 4,567 Est. Cost $253.44 Unrealized -8.6%
AROC ARCHROCK INC 0.3%
Value ($000) $1,106 Shares 42,026 Est. Cost $26.04 Unrealized -9.1%
WWW WOLVERINE WORLD WIDE INC 0.3%
Value ($000) $1,096 Shares 39,955 Est. Cost $26.08 Unrealized 0.0%
PPA INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,086 Shares 6,989 Est. Cost $142.23 Unrealized
LRN STRIDE INC 0.3%
Value ($000) $1,078 Shares 7,241 Est. Cost $39.24 Unrealized +273.6%
SKYW SKYWEST INC 0.3%
Value ($000) $1,068 Shares 10,614 Est. Cost $95.05 Unrealized +17.5%
ALEX ALEXANDER & BALDWIN INC NEW 0.3%
Value ($000) $1,065 Shares 58,525 Est. Cost $16.99 Unrealized
CSGS CSG SYS INTL INC 0.3%
Value ($000) $1,052 Shares 16,332 Est. Cost $58.35 Unrealized +8.3%
MWA MUELLER WTR PRODS INC 0.3%
Value ($000) $1,034 Shares 40,509 Est. Cost $16.85 Unrealized +50.4%
VITL VITAL FARMS INC 0.3%
Value ($000) $1,033 Shares 25,092 Est. Cost $33.75 Unrealized +28.7%
NWBI NORTHWEST BANCSHARES INC MD 0.3%
Value ($000) $1,026 Shares 82,846 Est. Cost $11.48 Unrealized +5.3%
MUB ISHARES TR 0.3%
Value ($000) $1,026 Shares 9,635 Est. Cost $108.49 Unrealized
MBWM MERCANTILE BK CORP 0.3%
Value ($000) $1,018 Shares 22,630 Est. Cost $45.00 Unrealized +4.2%
CURB CURBLINE PPTYS CORP 0.3%
Value ($000) $990 Shares 44,377 Est. Cost $24.19 Unrealized
TMDX TRANSMEDICS GROUP INC 0.3%
Value ($000) $989 Shares 8,819 Est. Cost $109.80 Unrealized +6.6%
PPLT ABRDN PLATINUM ETF TRUST 0.3%
Value ($000) $987 Shares 6,906 Est. Cost $128.13 Unrealized
SKWD SKYWARD SPECIALTY INS GROUP 0.3%
Value ($000) $982 Shares 20,638 Est. Cost $34.65 Unrealized +44.4%
SEF PROSHARES TR 0.3%
Value ($000) $977 Shares 31,248 Est. Cost $31.27 Unrealized
HURN HURON CONSULTING GROUP INC 0.3%
Value ($000) $972 Shares 6,626 Est. Cost $101.32 Unrealized +34.6%
WESTERN ASST INFLTN LKD INM 0.3%
Value ($000) $964 Shares 114,487 Est. Cost $10.96 Unrealized
EAT BRINKER INTL INC 0.3%
Value ($000) $954 Shares 7,527 Est. Cost $37.67 Unrealized +314.3%
NUVEEN MUN CR OPPORTUNITIES 0.3%
Value ($000) $952 Shares 87,603 Est. Cost $10.10 Unrealized
ITGR INTEGER HLDGS CORP 0.3%
Value ($000) $943 Shares 9,129 Est. Cost $119.42 Unrealized -8.9%
NUVEEN MUN HIGH INCOME OPPOR 0.3%
Value ($000) $942 Shares 88,868 Est. Cost $10.01 Unrealized
BBT BEACON FINANCIAL CORP. 0.3%
Value ($000) $934 Shares 39,374 Est. Cost $27.49 Unrealized -9.1%
FTXG FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $917 Shares 42,790 Est. Cost $22.15 Unrealized
EVER EVERQUOTE INC 0.2%
Value ($000) $911 Shares 39,828 Est. Cost $23.69 Unrealized +2.0%
PAY PAYMENTUS HOLDINGS INC 0.2%
Value ($000) $896 Shares 29,265 Est. Cost $16.32 Unrealized +102.6%
PEP PEPSICO INC 0.2%
Value ($000) $882 Shares 6,278 Est. Cost $143.48 Unrealized -2.1%
BJRI BJS RESTAURANTS INC 0.2%
Value ($000) $872 Shares 28,558 Est. Cost $35.49 Unrealized +0.5%
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $868 Shares 6,297 Est. Cost $79.49 Unrealized
XOP SPDR SERIES TRUST 0.2%
Value ($000) $854 Shares 6,459 Est. Cost $129.72 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $813 Shares 3,339 Est. Cost $182.46 Unrealized +15.1%
FIVN FIVE9 INC 0.2%
Value ($000) $795 Shares 32,863 Est. Cost $36.67 Unrealized -27.9%
SCHH SCHWAB STRATEGIC TR 0.2%
Value ($000) $757 Shares 35,074 Est. Cost $28.40 Unrealized
GLW CORNING INC 0.2%
Value ($000) $749 Shares 9,135 Est. Cost $35.93 Unrealized +80.8%
SFM SPROUTS FMRS MKT INC 0.2%
Value ($000) $749 Shares 6,887 Est. Cost $25.44 Unrealized +472.0%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $739 Shares 3,457 Est. Cost $180.81 Unrealized +10.8%
BATRK ATLANTA BRAVES HLDGS INC 0.2%
Value ($000) $728 Shares 17,493 Est. Cost $39.01 Unrealized +13.1%
MRK MERCK & CO INC 0.2%
Value ($000) $719 Shares 8,569 Est. Cost $90.12 Unrealized -10.1%
ETN EATON CORP PLC 0.2%
Value ($000) $699 Shares 1,869 Est. Cost $309.36 Unrealized +17.4%
EWY ISHARES INC 0.2%
Value ($000) $688 Shares 8,585 Est. Cost $61.74 Unrealized
IWD ISHARES TR 0.2%
Value ($000) $674 Shares 3,311 Est. Cost $145.68 Unrealized
USHY ISHARES TR 0.2%
Value ($000) $614 Shares 16,250 Est. Cost $38.05 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $593 Shares 1,796 Est. Cost $211.10 Unrealized +44.8%
AMGN AMGEN INC 0.2%
Value ($000) $553 Shares 1,959 Est. Cost $277.77 Unrealized +3.2%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $500 Shares 1,276 Est. Cost $466.00 Unrealized -10.3%
WELL WELLTOWER INC 0.1%
Value ($000) $488 Shares 2,740 Est. Cost $147.88 Unrealized +10.5%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $479 Shares 2,338 Est. Cost $208.27 Unrealized +1.5%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $472 Shares 27,313 Est. Cost $14.70 Unrealized +14.4%
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $471 Shares 4,808 Est. Cost $72.04 Unrealized +29.8%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $470 Shares 5,761 Est. Cost $71.94 Unrealized +3.3%
WBD WARNER BROS DISCOVERY INC 0.1%
Value ($000) $453 Shares 23,214 Est. Cost $10.46 Unrealized +30.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $451 Shares 1,485 Est. Cost $301.40 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.1%
Value ($000) $438 Shares 802 Est. Cost $381.12 Unrealized +34.4%
CME CME GROUP INC 0.1%
Value ($000) $426 Shares 1,578 Est. Cost $228.33 Unrealized +18.2%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $426 Shares 2,712 Est. Cost $114.81 Unrealized +33.8%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $419 Shares 4,164 Est. Cost $84.55 Unrealized +17.2%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $414 Shares 851 Est. Cost $507.58 Unrealized +5.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $401 Shares 3,166 Est. Cost $137.17 Unrealized 0.0%
EMR EMERSON ELEC CO 0.1%
Value ($000) $399 Shares 3,043 Est. Cost $113.54 Unrealized +19.3%
TSN TYSON FOODS INC 0.1%
Value ($000) $398 Shares 7,333 Est. Cost $56.24 Unrealized -3.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $383 Shares 12,192 Est. Cost $35.04 Unrealized -5.4%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $382 Shares 4,273 Est. Cost $85.09 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $380 Shares 5,912 Est. Cost $53.89 Unrealized +24.1%
CRM SALESFORCE INC 0.1%
Value ($000) $373 Shares 1,575 Est. Cost $309.01 Unrealized -18.6%
CSCO CISCO SYS INC 0.1%
Value ($000) $372 Shares 5,437 Est. Cost $60.22 Unrealized +11.9%
CF CF INDS HLDGS INC 0.1%
Value ($000) $372 Shares 4,147 Est. Cost $83.96 Unrealized +5.2%
ADBE ADOBE INC 0.1%
Value ($000) $364 Shares 1,033 Est. Cost $428.84 Unrealized -16.3%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $361 Shares 2,479 Est. Cost $86.52 Unrealized +48.8%
PSX PHILLIPS 66 0.1%
Value ($000) $349 Shares 2,568 Est. Cost $119.26 Unrealized +6.0%
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $349 Shares 1,533 Est. Cost $209.53 Unrealized +6.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $344 Shares 3,634 Est. Cost $96.79 Unrealized -3.6%
NDAQ NASDAQ INC 0.1%
Value ($000) $319 Shares 3,603 Est. Cost $77.78 Unrealized +18.5%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $313 Shares 209 Est. Cost $1851.88 Unrealized -18.8%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $309 Shares 1,902 Est. Cost $167.37 Unrealized -1.3%
HON HONEYWELL INTL INC 0.1%
Value ($000) $300 Shares 1,426 Est. Cost $198.41 Unrealized +4.4%
PODD INSULET CORP 0.1%
Value ($000) $298 Shares 964 Est. Cost $270.64 Unrealized +15.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $296 Shares 1,201 Est. Cost $349.45 Unrealized -25.4%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $296 Shares 1,454 Est. Cost $184.92 Unrealized +3.5%
JBHT HUNT J B TRANS SVCS INC 0.1%
Value ($000) $293 Shares 2,185 Est. Cost $162.98 Unrealized -12.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $285 Shares 2,531 Est. Cost $107.21 Unrealized +2.3%
TXN TEXAS INSTRS INC 0.1%
Value ($000) $284 Shares 1,547 Est. Cost $182.23 Unrealized +6.1%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $270 Shares 2,894 Est. Cost $80.44 Unrealized +8.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $262 Shares 550 Est. Cost $330.84 Unrealized +28.6%
WTW WILLIS TOWERS WATSON PLC LTD 0.1%
Value ($000) $249 Shares 720 Est. Cost $302.48 Unrealized +6.5%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $242 Shares 928 Est. Cost $269.39 Unrealized -0.7%
MMM 3M CO 0.1%
Value ($000) $229 Shares 1,475 Est. Cost $141.25 Unrealized +8.4%
TEAM ATLASSIAN CORPORATION 0.1%
Value ($000) $225 Shares 1,410 Est. Cost $263.86 Unrealized -31.4%