Aristotle Atlantic Partners, LLC Diversified Active

CIK: 0001697267 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $783,059 (100.0% shares, 0.0% debt)

Holdings (98)

MRK MERCK & CO INC 7.6%
Value ($000) $59,301 Shares 652,010 Est. Cost $43.00 Unrealized +57.1%
MSFT MICROSOFT CORP 6.8%
Value ($000) $53,549 Shares 339,561 Est. Cost $125.53 Unrealized +10.9%
V VISA INC 4.3%
Value ($000) $33,422 Shares 177,869 Est. Cost $166.66 Unrealized +3.5%
ROP ROPER TECHNOLOGIES INC 4.1%
Value ($000) $32,384 Shares 91,420 Est. Cost $290.65 Unrealized +14.6%
AMZN AMAZON COM INC 4.0%
Value ($000) $31,578 Shares 17,089 Est. Cost $87.93 Unrealized +0.7%
AME AMETEK INC NEW 4.0%
Value ($000) $31,368 Shares 314,499 Est. Cost $79.25 Unrealized +14.7%
GPN GLOBAL PMTS INC 3.5%
Value ($000) $27,424 Shares 150,216 Est. Cost $151.37 Unrealized +8.0%
UNP UNION PACIFIC CORP 3.4%
Value ($000) $26,938 Shares 149,000 Est. Cost $100.79 Unrealized +48.2%
GOOGL ALPHABET INC 3.2%
Value ($000) $24,827 Shares 18,536 Est. Cost $62.42 Unrealized +2.6%
NVDA NVIDIA CORP 2.8%
Value ($000) $21,589 Shares 91,748 Est. Cost $5.05 Unrealized +2.5%
ADBE ADOBE INC 2.7%
Value ($000) $20,947 Shares 63,511 Est. Cost $292.10 Unrealized +0.7%
XOM EXXON MOBIL CORP 2.5%
Value ($000) $19,873 Shares 284,796 Est. Cost $57.12 Unrealized -8.8%
CRM SALESFORCE COM INC 2.5%
Value ($000) $19,624 Shares 120,660 Est. Cost $153.75 Unrealized +0.7%
TMO THERMO FISHER SCIENTIFIC INC 2.4%
Value ($000) $19,019 Shares 58,542 Est. Cost $197.76 Unrealized +50.9%
TECH BIO TECHNE CORP 2.4%
Value ($000) $18,771 Shares 85,511 Est. Cost $46.12 Unrealized +10.8%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $16,860 Shares 120,949 Est. Cost $83.47 Unrealized +30.2%
TFX TELEFLEX INC 2.1%
Value ($000) $16,373 Shares 43,493 Est. Cost $322.49 Unrealized +2.9%
PLD PROLOGIS INC 2.0%
Value ($000) $15,653 Shares 175,595 Est. Cost $72.97 Unrealized +2.4%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $15,170 Shares 51,613 Est. Cost $263.67 Unrealized +3.0%
ICE INTERCONTINENTAL EXCHANGE IN 1.9%
Value ($000) $14,961 Shares 161,650 Est. Cost $83.23 Unrealized +3.0%
HD HOME DEPOT INC 1.9%
Value ($000) $14,834 Shares 67,925 Est. Cost $188.95 Unrealized +3.2%
CI CIGNA CORP NEW 1.8%
Value ($000) $14,445 Shares 70,640 Est. Cost $169.68 Unrealized -1.2%
IDXX IDEXX LABS INC 1.8%
Value ($000) $14,187 Shares 54,331 Est. Cost $236.42 Unrealized +11.5%
META FACEBOOK INC 1.8%
Value ($000) $13,998 Shares 68,199 Est. Cost $192.28 Unrealized +0.0%
MUR MURPHY OIL CORP 1.7%
Value ($000) $13,450 Shares 501,855 Est. Cost $20.74 Unrealized -11.3%
DG DOLLAR GEN CORP NEW 1.7%
Value ($000) $13,180 Shares 84,498 Est. Cost $142.29 Unrealized +2.6%
GH GUARDANT HEALTH INC 1.4%
Value ($000) $11,188 Shares 143,184 Est. Cost $67.57 Unrealized +6.7%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 1.4%
Value ($000) $10,879 Shares 363,609 Est. Cost $30.39 Unrealized -5.5%
BALL BALL CORP 1.4%
Value ($000) $10,765 Shares 166,464 Est. Cost $62.37 Unrealized +1.1%
NXPI NXP SEMICONDUCTORS N V 1.3%
Value ($000) $9,986 Shares 78,468 Est. Cost $104.72 Unrealized 0.0%
ALTERYX INC 1.3%
Value ($000) $9,830 Shares 98,228 Est. Cost $100.07 Unrealized
AMT AMERICAN TOWER CORP NEW 1.2%
Value ($000) $9,193 Shares 40,000 Est. Cost $115.75 Unrealized +58.8%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $7,818 Shares 121,784 Est. Cost $45.19 Unrealized 0.0%
PH PARKER HANNIFIN CORP 0.9%
Value ($000) $6,778 Shares 32,931 Est. Cost $162.60 Unrealized +9.3%
PCH POTLATCHDELTIC CORPORATION 0.8%
Value ($000) $6,563 Shares 151,661 Est. Cost $50.15 Unrealized
AAPL APPLE INC 0.8%
Value ($000) $6,369 Shares 21,687 Est. Cost $43.21 Unrealized +43.5%
COOPER COS INC 0.7%
Value ($000) $5,141 Shares 16,000 Est. Cost $217.88 Unrealized
MUSA MURPHY USA INC 0.6%
Value ($000) $5,079 Shares 43,413 Est. Cost $73.43 Unrealized +42.8%
SAGE THERAPEUTICS INC 0.6%
Value ($000) $4,881 Shares 67,613 Est. Cost $86.81 Unrealized
BAC BANK AMER CORP 0.5%
Value ($000) $4,240 Shares 120,410 Est. Cost $24.89 Unrealized +11.6%
BA BOEING CO 0.5%
Value ($000) $3,825 Shares 11,742 Est. Cost $292.48 Unrealized +20.0%
FIS FIDELITY NATL INFORMATION SV 0.4%
Value ($000) $3,315 Shares 23,833 Est. Cost $112.19 Unrealized +5.7%
EOG EOG RES INC 0.4%
Value ($000) $3,281 Shares 39,179 Est. Cost $72.42 Unrealized -22.9%
ABT ABBOTT LABS 0.4%
Value ($000) $2,859 Shares 32,908 Est. Cost $60.75 Unrealized +23.9%
NSC NORFOLK SOUTHERN CORP 0.3%
Value ($000) $2,244 Shares 11,558 Est. Cost $149.59 Unrealized +10.7%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $2,192 Shares 8,061 Est. Cost $211.58 Unrealized +7.0%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value ($000) $2,124 Shares 16,466 Est. Cost $121.86 Unrealized -11.3%
BMRN BIOMARIN PHARMACEUTICAL INC 0.3%
Value ($000) $2,114 Shares 25,000 Est. Cost $86.95 Unrealized -13.1%
AVGO BROADCOM INC 0.3%
Value ($000) $2,065 Shares 6,535 Est. Cost $23.29 Unrealized +11.1%
TE CONNECTIVITY LTD 0.2%
Value ($000) $1,917 Shares 20,000 Est. Cost $97.08 Unrealized
DIS DISNEY WALT CO 0.2%
Value ($000) $1,877 Shares 12,979 Est. Cost $115.35 Unrealized +17.6%
MCHP MICROCHIP TECHNOLOGY INC 0.2%
Value ($000) $1,871 Shares 17,867 Est. Cost $38.07 Unrealized +12.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $1,865 Shares 10,535 Est. Cost $123.87 Unrealized +16.2%
ILMN ILLUMINA INC 0.2%
Value ($000) $1,825 Shares 5,500 Est. Cost $315.75 Unrealized -4.0%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $1,780 Shares 10,684 Est. Cost $119.00 Unrealized +17.2%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $1,753 Shares 11,574 Est. Cost $118.86 Unrealized +8.1%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $1,731 Shares 10,714 Est. Cost $102.85 Unrealized +20.7%
CB CHUBB LIMITED 0.2%
Value ($000) $1,724 Shares 11,075 Est. Cost $121.92 Unrealized +13.6%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $1,674 Shares 37,226 Est. Cost $32.69 Unrealized +15.8%
PEP PEPSICO INC 0.2%
Value ($000) $1,648 Shares 12,057 Est. Cost $96.83 Unrealized +16.5%
ORLY O REILLY AUTOMOTIVE INC NEW 0.2%
Value ($000) $1,613 Shares 3,680 Est. Cost $23.98 Unrealized +19.3%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,572 Shares 32,777 Est. Cost $40.67 Unrealized -5.2%
PSX PHILLIPS 66 0.2%
Value ($000) $1,530 Shares 13,735 Est. Cost $74.73 Unrealized +16.9%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,492 Shares 6,160 Est. Cost $38.71 Unrealized +29.6%
EL LAUDER ESTEE COS INC 0.2%
Value ($000) $1,423 Shares 6,888 Est. Cost $135.85 Unrealized +32.0%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,378 Shares 21,200 Est. Cost $55.90 Unrealized -8.3%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,349 Shares 4,940 Est. Cost $151.96 Unrealized +62.5%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,264 Shares 10,491 Est. Cost $88.51 Unrealized +1.3%
ZION ZIONS BANCORPORATION N A 0.2%
Value ($000) $1,182 Shares 22,771 Est. Cost $47.18 Unrealized +2.9%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $1,170 Shares 9,521 Est. Cost $84.55 Unrealized +27.7%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $1,104 Shares 8,442 Est. Cost $89.88 Unrealized +26.3%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $1,018 Shares 9,414 Est. Cost $113.95 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.1%
Value ($000) $993 Shares 41,827 Est. Cost $39.91 Unrealized -39.2%
BP BP PLC 0.1%
Value ($000) $860 Shares 22,800 Est. Cost $42.02 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value ($000) $839 Shares 6,720 Est. Cost $72.65 Unrealized +44.9%
KO COCA COLA CO 0.1%
Value ($000) $775 Shares 14,000 Est. Cost $35.82 Unrealized +24.3%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $732 Shares 7,941 Est. Cost $51.71 Unrealized +44.7%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $647 Shares 1,880 Est. Cost $245.46 Unrealized +29.4%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $617 Shares 3,724 Est. Cost $109.28 Unrealized +17.7%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $584 Shares 1,500 Est. Cost $250.05 Unrealized +29.9%
INGERSOLL-RAND PLC 0.1%
Value ($000) $574 Shares 4,320 Est. Cost $102.77 Unrealized
BRISTOL MYERS SQUIBB CO 0.0%
Value ($000) $353 Shares 117,025 Est. Cost $3.02 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $347 Shares 4,080 Est. Cost $57.29 Unrealized +4.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $322 Shares 2,400 Est. Cost $98.62 Unrealized +1.3%
SPX CORP 0.0%
Value ($000) $307 Shares 6,042 Est. Cost $34.76 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $307 Shares 2,000 Est. Cost $87.89 Unrealized +39.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $265 Shares 3,000 Est. Cost $53.94 Unrealized +35.1%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $254 Shares 1,100 Est. Cost $31.18 Unrealized +21.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $246 Shares 4,000 Est. Cost $35.64 Unrealized +20.1%
SPX FLOW INC 0.0%
Value ($000) $246 Shares 5,042 Est. Cost $48.79 Unrealized
REATA PHARMACEUTICALS INC 0.0%
Value ($000) $245 Shares 1,200 Est. Cost $204.17 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $231 Shares 2,000 Est. Cost $98.38 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $221 Shares 2,156 Est. Cost $92.64 Unrealized +10.5%
NOW SERVICENOW INC 0.0%
Value ($000) $220 Shares 778 Est. Cost $52.56 Unrealized +0.2%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $219 Shares 1,500 Est. Cost $114.10 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $204 Shares 4,080 Est. Cost $28.79 Unrealized 0.0%
ERII ENERGY RECOVERY INC 0.0%
Value ($000) $147 Shares 15,000 Est. Cost $9.12 Unrealized +1.1%
GOOG ALPHABET INC 0.0%
Value ($000) $90 Shares 67 Est. Cost $55.87 Unrealized +14.6%