Aristotle Atlantic Partners, LLC Diversified Active

CIK: 0001697267 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value ($000): $1,367,461 (100.0% shares, 0.0% debt)

Holdings (101)

MSFT MICROSOFT CORP 8.2%
Value ($000) $111,491 Shares 472,878 Est. Cost $140.69 Unrealized +58.4%
AMZN AMAZON COM INC 5.6%
Value ($000) $76,486 Shares 24,720 Est. Cost $100.32 Unrealized +58.0%
GOOGL ALPHABET INC 4.8%
Value ($000) $66,060 Shares 32,029 Est. Cost $72.83 Unrealized +34.5%
AME AMETEK INC 4.2%
Value ($000) $57,019 Shares 446,399 Est. Cost $81.37 Unrealized +43.6%
V VISA INC 3.4%
Value ($000) $46,526 Shares 219,744 Est. Cost $169.07 Unrealized +20.2%
MRK MERCK & CO. INC 3.3%
Value ($000) $44,574 Shares 578,210 Est. Cost $43.00 Unrealized +46.7%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $44,530 Shares 83,401 Est. Cost $5.86 Unrealized +128.7%
ADBE ADOBE SYSTEMS INCORPORATED 3.2%
Value ($000) $43,856 Shares 92,256 Est. Cost $317.12 Unrealized +47.4%
NXPI NXP SEMICONDUCTORS N V 2.7%
Value ($000) $36,460 Shares 181,089 Est. Cost $97.74 Unrealized +71.4%
TECH BIO-TECHNE CORP 2.5%
Value ($000) $33,995 Shares 89,007 Est. Cost $49.35 Unrealized +81.1%
UNP UNION PAC CORP 2.4%
Value ($000) $32,400 Shares 147,000 Est. Cost $100.79 Unrealized +86.6%
GPN GLOBAL PMTS INC 2.3%
Value ($000) $31,242 Shares 154,990 Est. Cost $153.39 Unrealized +24.4%
EXPE EXPEDIA GROUP INC 2.2%
Value ($000) $30,632 Shares 177,965 Est. Cost $111.79 Unrealized +36.6%
HD HOME DEPOT INC 2.2%
Value ($000) $30,445 Shares 99,738 Est. Cost $195.47 Unrealized +25.0%
GH GUARDANT HEALTH INC 2.1%
Value ($000) $29,136 Shares 190,868 Est. Cost $72.43 Unrealized +108.7%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $26,765 Shares 58,645 Est. Cost $206.56 Unrealized +128.1%
PLD PROLOGIS INC. 1.9%
Value ($000) $26,326 Shares 248,355 Est. Cost $74.40 Unrealized +19.2%
NSC NORFOLK SOUTHN CORP 1.9%
Value ($000) $26,205 Shares 97,589 Est. Cost $194.32 Unrealized +17.8%
COST COSTCO WHSL CORP NEW 1.9%
Value ($000) $26,121 Shares 74,106 Est. Cost $270.80 Unrealized +21.8%
IDXX IDEXX LABS INC 1.9%
Value ($000) $25,856 Shares 52,842 Est. Cost $246.85 Unrealized +103.0%
TFX TELEFLEX INCORPORATED 1.9%
Value ($000) $25,372 Shares 61,071 Est. Cost $327.72 Unrealized +18.3%
MSCI MSCI INC 1.7%
Value ($000) $23,366 Shares 55,728 Est. Cost $399.51 Unrealized 0.0%
ADPT ADAPTIVE BIOTECHNOLOGIES COR 1.7%
Value ($000) $22,986 Shares 570,942 Est. Cost $33.83 Unrealized +60.0%
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $22,760 Shares 149,511 Est. Cost $86.19 Unrealized +47.6%
CRM SALESFORCE COM INC 1.7%
Value ($000) $22,571 Shares 106,534 Est. Cost $159.45 Unrealized +37.9%
TWLO TWILIO INC 1.6%
Value ($000) $21,944 Shares 64,397 Est. Cost $182.32 Unrealized +105.4%
CI CIGNA CORP NEW 1.6%
Value ($000) $21,759 Shares 90,011 Est. Cost $173.74 Unrealized +17.5%
COUPA SOFTWARE INC 1.5%
Value ($000) $20,812 Shares 81,783 Est. Cost $269.48 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $20,455 Shares 167,453 Est. Cost $98.86 Unrealized +26.5%
BALL BALL CORP 1.5%
Value ($000) $20,088 Shares 237,054 Est. Cost $63.76 Unrealized +29.1%
QRVO QORVO INC 1.2%
Value ($000) $17,002 Shares 93,059 Est. Cost $174.97 Unrealized +0.3%
ROP ROPER TECHNOLOGIES INC 1.1%
Value ($000) $14,437 Shares 35,794 Est. Cost $290.65 Unrealized +34.1%
DXCM DEXCOM INC 1.0%
Value ($000) $14,255 Shares 39,664 Est. Cost $69.82 Unrealized +34.4%
XOM EXXON MOBIL CORP 1.0%
Value ($000) $14,152 Shares 253,482 Est. Cost $57.12 Unrealized -24.2%
SAGE THERAPEUTICS INC 0.9%
Value ($000) $12,056 Shares 161,061 Est. Cost $68.55 Unrealized
PH PARKER-HANNIFIN CORP 0.8%
Value ($000) $10,337 Shares 32,770 Est. Cost $162.60 Unrealized +66.4%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $10,132 Shares 160,492 Est. Cost $46.43 Unrealized +9.9%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $9,562 Shares 40,000 Est. Cost $115.75 Unrealized +66.1%
AMP AMERIPRISE FINL INC 0.6%
Value ($000) $8,104 Shares 34,861 Est. Cost $119.49 Unrealized +68.1%
PCH POTLATCHDELTIC CORPORATION 0.6%
Value ($000) $8,026 Shares 151,661 Est. Cost $50.15 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.6%
Value ($000) $7,828 Shares 55,668 Est. Cost $117.95 Unrealized +3.7%
AVGO BROADCOM INC 0.6%
Value ($000) $7,792 Shares 16,806 Est. Cost $26.95 Unrealized +54.5%
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $7,683 Shares 51,875 Est. Cost $104.01 Unrealized +26.6%
BAC BK OF AMERICA CORP 0.5%
Value ($000) $6,967 Shares 180,063 Est. Cost $25.71 Unrealized +19.2%
CMCSA COMCAST CORP NEW 0.5%
Value ($000) $6,886 Shares 127,264 Est. Cost $37.30 Unrealized +23.7%
DIS DISNEY WALT CO 0.5%
Value ($000) $6,289 Shares 34,085 Est. Cost $133.76 Unrealized +34.7%
COOPER COS INC 0.4%
Value ($000) $6,145 Shares 16,000 Est. Cost $217.88 Unrealized
ALTERYX INC 0.4%
Value ($000) $6,067 Shares 73,133 Est. Cost $116.97 Unrealized
MUSA MURPHY USA INC 0.4%
Value ($000) $6,059 Shares 41,913 Est. Cost $73.43 Unrealized +71.6%
HON HONEYWELL INTL INC 0.4%
Value ($000) $5,711 Shares 26,308 Est. Cost $144.38 Unrealized +22.4%
ABT ABBOTT LABS 0.4%
Value ($000) $5,631 Shares 46,986 Est. Cost $70.68 Unrealized +53.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $5,414 Shares 48,474 Est. Cost $87.05 Unrealized +22.3%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $5,168 Shares 21,279 Est. Cost $190.06 Unrealized +32.6%
SWKS SKYWORKS SOLUTIONS INC 0.4%
Value ($000) $5,165 Shares 28,152 Est. Cost $120.52 Unrealized +26.9%
CB CHUBB LIMITED 0.4%
Value ($000) $5,028 Shares 31,826 Est. Cost $125.77 Unrealized +19.5%
PSX PHILLIPS 66 0.4%
Value ($000) $4,960 Shares 60,829 Est. Cost $63.88 Unrealized +1.6%
MUR MURPHY OIL CORP 0.3%
Value ($000) $4,696 Shares 286,155 Est. Cost $20.74 Unrealized -36.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.3%
Value ($000) $4,666 Shares 30,063 Est. Cost $51.44 Unrealized +31.3%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $4,665 Shares 25,403 Est. Cost $122.51 Unrealized +28.4%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $4,630 Shares 19,042 Est. Cost $217.82 Unrealized +3.6%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $4,532 Shares 15,583 Est. Cost $180.80 Unrealized +41.1%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $4,215 Shares 25,459 Est. Cost $96.54 Unrealized +50.7%
GTLS CHART INDS INC 0.3%
Value ($000) $4,092 Shares 28,747 Est. Cost $103.82 Unrealized +36.0%
CATALENT INC 0.3%
Value ($000) $4,064 Shares 38,590 Est. Cost $64.86 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.3%
Value ($000) $3,744 Shares 7,381 Est. Cost $26.28 Unrealized +17.9%
GM GENERAL MTRS CO 0.3%
Value ($000) $3,657 Shares 63,645 Est. Cost $51.24 Unrealized 0.0%
PEP PEPSICO INC 0.3%
Value ($000) $3,459 Shares 24,453 Est. Cost $105.98 Unrealized +11.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $3,109 Shares 41,116 Est. Cost $60.83 Unrealized +13.1%
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $2,992 Shares 14,765 Est. Cost $153.27 Unrealized +20.3%
NOW SERVICENOW INC 0.2%
Value ($000) $2,763 Shares 5,523 Est. Cost $98.20 Unrealized +7.5%
ARE ALEXANDRIA REAL ESTATE EQ IN 0.2%
Value ($000) $2,589 Shares 15,755 Est. Cost $114.78 Unrealized +18.2%
TE CONNECTIVITY LTD 0.2%
Value ($000) $2,582 Shares 20,000 Est. Cost $97.08 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $2,299 Shares 16,466 Est. Cost $121.86 Unrealized -7.1%
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $2,178 Shares 14,526 Est. Cost $100.18 Unrealized +37.4%
ILMN ILLUMINA INC 0.2%
Value ($000) $2,112 Shares 5,500 Est. Cost $315.75 Unrealized +29.1%
BA BOEING CO 0.1%
Value ($000) $1,910 Shares 7,500 Est. Cost $277.78 Unrealized -20.0%
BMRN BIOMARIN PHARMACEUTICAL INC 0.1%
Value ($000) $1,888 Shares 25,000 Est. Cost $86.95 Unrealized -6.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $1,370 Shares 21,200 Est. Cost $55.90 Unrealized -4.5%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $1,319 Shares 3,740 Est. Cost $151.96 Unrealized +110.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $910 Shares 6,720 Est. Cost $72.65 Unrealized +59.2%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $743 Shares 7,941 Est. Cost $51.71 Unrealized +43.2%
KO COCA COLA CO 0.1%
Value ($000) $738 Shares 14,000 Est. Cost $35.82 Unrealized +21.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $608 Shares 1,880 Est. Cost $245.46 Unrealized +13.3%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $554 Shares 1,500 Est. Cost $250.05 Unrealized +20.0%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $421 Shares 1,848 Est. Cost $208.00 Unrealized 0.0%
META FACEBOOK INC 0.0%
Value ($000) $409 Shares 1,387 Est. Cost $198.04 Unrealized +35.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $398 Shares 3,000 Est. Cost $70.45 Unrealized +84.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $364 Shares 2,000 Est. Cost $116.34 Unrealized +99.4%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value ($000) $360 Shares 2,000 Est. Cost $124.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $354 Shares 1,100 Est. Cost $35.23 Unrealized +68.7%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $325 Shares 1,500 Est. Cost $216.67 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $320 Shares 2,400 Est. Cost $98.62 Unrealized -0.6%
GOOG ALPHABET INC 0.0%
Value ($000) $314 Shares 152 Est. Cost $68.33 Unrealized +44.1%
OKTA OKTA INC 0.0%
Value ($000) $290 Shares 1,314 Est. Cost $217.21 Unrealized +15.7%
ERII ENERGY RECOVERY INC 0.0%
Value ($000) $275 Shares 15,000 Est. Cost $9.12 Unrealized +75.6%
DOV DOVER CORP 0.0%
Value ($000) $274 Shares 2,000 Est. Cost $99.71 Unrealized +19.9%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $265 Shares 1,450 Est. Cost $211.57 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $247 Shares 1,500 Est. Cost $124.24 Unrealized +13.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $233 Shares 4,000 Est. Cost $35.64 Unrealized +18.5%
DHR DANAHER CORPORATION 0.0%
Value ($000) $225 Shares 1,000 Est. Cost $87.89 Unrealized +126.1%
MO ALTRIA GROUP INC 0.0%
Value ($000) $209 Shares 4,080 Est. Cost $30.41 Unrealized 0.0%