Aristotle Capital Management, LLC Diversified Active

CIK: 0000860644 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $52,305,286 (100.0% shares, 0.0% debt)

Holdings (179)

MSFT MICROSOFT CORP 4.0%
Value ($000) $2,069,201 Shares 7,661,672 Est. Cost $94.34 Unrealized +159.4%
ADBE ADOBE SYSTEMS INCORPORATED 3.9%
Value ($000) $2,025,349 Shares 3,467,766 Est. Cost $183.84 Unrealized +180.4%
DHR DANAHER CORPORATION 3.7%
Value ($000) $1,952,011 Shares 7,293,577 Est. Cost $91.21 Unrealized +138.1%
COF CAPITAL ONE FINL CORP 3.0%
Value ($000) $1,561,774 Shares 10,096,151 Est. Cost $85.30 Unrealized +62.5%
ANSYS INC 3.0%
Value ($000) $1,550,187 Shares 4,466,626 Est. Cost $184.31 Unrealized
LEN LENNAR CORP 2.7%
Value ($000) $1,415,951 Shares 14,305,870 Est. Cost $47.89 Unrealized +88.6%
MCHP MICROCHIP TECHNOLOGY INC. 2.6%
Value ($000) $1,353,172 Shares 9,067,840 Est. Cost $31.98 Unrealized +116.2%
TWITTER INC 2.6%
Value ($000) $1,342,001 Shares 19,565,138 Est. Cost $33.99 Unrealized
QCOM QUALCOMM INC 2.5%
Value ($000) $1,332,182 Shares 9,345,812 Est. Cost $79.68 Unrealized +53.3%
PYPL PAYPAL HLDGS INC 2.5%
Value ($000) $1,328,937 Shares 4,574,171 Est. Cost $87.25 Unrealized +202.0%
CTVA CORTEVA INC 2.5%
Value ($000) $1,325,134 Shares 29,879,009 Est. Cost $27.04 Unrealized +62.4%
JCI JOHNSON CTLS INTL PLC 2.5%
Value ($000) $1,302,255 Shares 18,975,009 Est. Cost $34.62 Unrealized +70.2%
PH PARKER-HANNIFIN CORP 2.5%
Value ($000) $1,300,302 Shares 4,233,995 Est. Cost $171.98 Unrealized +69.2%
SONY SONY GROUP CORPORATION 2.5%
Value ($000) $1,294,613 Shares 13,316,319 Est. Cost $64.04 Unrealized
CCI CROWN CASTLE INTL CORP NEW 2.5%
Value ($000) $1,293,405 Shares 6,629,449 Est. Cost $127.33 Unrealized +17.8%
MLM MARTIN MARIETTA MATLS INC 2.4%
Value ($000) $1,248,174 Shares 3,563,384 Est. Cost $192.44 Unrealized +79.8%
XYL XYLEM INC 2.3%
Value ($000) $1,219,761 Shares 10,168,063 Est. Cost $75.96 Unrealized +42.4%
PNC PNC FINL SVCS GROUP INC 2.3%
Value ($000) $1,209,344 Shares 6,339,608 Est. Cost $94.64 Unrealized +67.7%
AMGN AMGEN INC 2.3%
Value ($000) $1,177,564 Shares 4,845,526 Est. Cost $155.61 Unrealized +36.6%
MDT MEDTRONIC PLC 2.2%
Value ($000) $1,150,677 Shares 9,298,222 Est. Cost $76.34 Unrealized +43.4%
AMP AMERIPRISE FINL INC 2.1%
Value ($000) $1,111,310 Shares 4,465,243 Est. Cost $112.07 Unrealized +109.9%
HON HONEYWELL INTL INC 2.1%
Value ($000) $1,101,513 Shares 5,034,609 Est. Cost $179.25 Unrealized +7.2%
MGDDY CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR 2.1%
Value ($000) $1,093,021 Shares 34,250,448 Est. Cost $28.06 Unrealized
CINF CINCINNATI FINL CORP 2.0%
Value ($000) $1,065,006 Shares 9,132,277 Est. Cost $71.18 Unrealized +44.3%
ALC ALCON AG 1.9%
Value ($000) $1,018,392 Shares 14,494,622 Est. Cost $58.93 Unrealized +19.3%
KO COCA COLA CO 1.9%
Value ($000) $1,009,344 Shares 18,704,823 Est. Cost $38.23 Unrealized +23.7%
RPM RPM INTL INC 1.9%
Value ($000) $992,140 Shares 11,220,574 Est. Cost $72.33 Unrealized +28.6%
PG PROCTER AND GAMBLE CO 1.9%
Value ($000) $979,112 Shares 7,274,676 Est. Cost $116.81 Unrealized +3.3%
ELAN ELANCO ANIMAL HEALTH INC 1.9%
Value ($000) $971,545 Shares 28,006,477 Est. Cost $25.39 Unrealized +29.9%
WSM WILLIAMS SONOMA INC 1.6%
Value ($000) $833,014 Shares 5,217,749 Est. Cost $21.92 Unrealized +255.3%
CFR CULLEN FROST BANKERS INC 1.5%
Value ($000) $793,546 Shares 7,085,233 Est. Cost $73.58 Unrealized +38.4%
GD GENERAL DYNAMICS CORP 1.5%
Value ($000) $778,161 Shares 4,145,397 Est. Cost $124.79 Unrealized +36.9%
CTRA CABOT OIL & GAS CORP 1.5%
Value ($000) $767,570 Shares 43,961,636 Est. Cost $13.41 Unrealized -1.2%
CB CHUBB LIMITED 1.5%
Value ($000) $765,837 Shares 4,833,505 Est. Cost $119.93 Unrealized +29.5%
TSN TYSON FOODS INC 1.5%
Value ($000) $760,387 Shares 10,308,930 Est. Cost $62.51 Unrealized +7.6%
NVS NOVARTIS AG 1.4%
Value ($000) $735,951 Shares 8,066,097 Est. Cost $90.58 Unrealized
PSX PHILLIPS 66 1.4%
Value ($000) $732,942 Shares 8,540,451 Est. Cost $63.73 Unrealized +10.7%
CBSH COMMERCE BANCSHARES INC 1.3%
Value ($000) $668,123 Shares 8,960,872 Est. Cost $44.58 Unrealized +30.8%
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $611,958 Shares 3,934,410 Est. Cost $81.47 Unrealized +71.5%
EWBC EAST WEST BANCORP INC 1.1%
Value ($000) $561,815 Shares 7,836,725 Est. Cost $43.52 Unrealized +51.2%
SUI SUN CMNTYS INC 1.0%
Value ($000) $525,441 Shares 3,065,582 Est. Cost $122.16 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC 1.0%
Value ($000) $514,042 Shares 6,917,528 Est. Cost $75.41 Unrealized
WALGREENS BOOTS ALLIANCE INC 1.0%
Value ($000) $500,351 Shares 9,541,272 Est. Cost $59.98 Unrealized
ALLE ALLEGION PLC 1.0%
Value ($000) $498,923 Shares 3,581,645 Est. Cost $96.54 Unrealized +33.1%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.8%
Value ($000) $434,457 Shares 80,158,091 Est. Cost $5.46 Unrealized
OSK OSHKOSH CORP 0.3%
Value ($000) $160,679 Shares 1,325,778 Est. Cost $62.08 Unrealized +88.1%
ACN ACCENTURE PLC IRELAND 0.3%
Value ($000) $151,045 Shares 512,382 Est. Cost $182.93 Unrealized +46.6%
ASHTEAD GROUP PLC UNSPONS ADR 0.2%
Value ($000) $126,961 Shares 427,076 Est. Cost $155.75 Unrealized
MGA MAGNA INTL INC 0.2%
Value ($000) $113,434 Shares 1,269,012 Est. Cost $49.81 Unrealized +64.2%
BROOKFIELD ASSET MGMT INC 0.2%
Value ($000) $104,204 Shares 2,044,024 Est. Cost $44.31 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SE ADR 0.2%
Value ($000) $98,576 Shares 626,274 Est. Cost $100.15 Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.2%
Value ($000) $91,562 Shares 1,555,015 Est. Cost $40.68 Unrealized +23.5%
DASTY DASSAULT SYSTEMES SE SPONS ADR 0.2%
Value ($000) $90,266 Shares 371,207 Est. Cost $168.62 Unrealized
NJDCY NIDEC CORP SPONS ADR 0.2%
Value ($000) $86,611 Shares 2,992,447 Est. Cost $26.20 Unrealized
ING ING GROEP N.V. 0.2%
Value ($000) $86,170 Shares 6,508,275 Est. Cost $9.72 Unrealized
AKZOY AKZO NOBEL NV SPONS ADR 0.1%
Value ($000) $77,944 Shares 1,889,064 Est. Cost $32.79 Unrealized
HEINY HEINEKEN NV SPONS ADR L1 0.1%
Value ($000) $76,607 Shares 1,262,354 Est. Cost $51.98 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $76,212 Shares 831,191 Est. Cost $21.52 Unrealized +242.4%
FANUY FANUC CORP ADR 0.1%
Value ($000) $73,954 Shares 3,076,007 Est. Cost $20.91 Unrealized
BAP CREDICORP LTD 0.1%
Value ($000) $73,477 Shares 606,700 Est. Cost $128.39 Unrealized -6.5%
ASAZY ASSA ABLOY AB SPONS ADR 0.1%
Value ($000) $72,697 Shares 4,829,296 Est. Cost $12.05 Unrealized
AAGIY AIA GROUP LTD SPONS ADR 0.1%
Value ($000) $68,637 Shares 1,380,420 Est. Cost $41.70 Unrealized
KDDIY KDDI CORP ADR 0.1%
Value ($000) $63,718 Shares 4,087,966 Est. Cost $13.93 Unrealized
RTO RENTOKIL INITIAL PLC SPONS ADR 0.1%
Value ($000) $63,522 Shares 1,830,151 Est. Cost $28.90 Unrealized
LVMH MOET HENNESSY LOUIS VUITTON SE 0.1%
Value ($000) $63,305 Shares 86,957 Est. Cost $461.85 Unrealized
DBSDY DBS GROUP HOLDINGS LTD SPONS ADR 0.1%
Value ($000) $63,012 Shares 708,372 Est. Cost $73.93 Unrealized
SYIEY SYMRISE AG UNSPONS ADR 0.1%
Value ($000) $61,949 Shares 1,777,383 Est. Cost $27.63 Unrealized
DASSAULT SYSTEMES SE 0.1%
Value ($000) $61,086 Shares 272,342 Est. Cost $158.61 Unrealized
SONY GROUP CORP 0.1%
Value ($000) $61,014 Shares 671,645 Est. Cost $73.02 Unrealized
KUBTY KUBOTA CORP ADR 0.1%
Value ($000) $60,793 Shares 601,312 Est. Cost $89.37 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $60,570 Shares 1,521,091 Est. Cost $36.51 Unrealized
EXPGY EXPERIAN PLC SPONS ADR 0.1%
Value ($000) $59,667 Shares 1,545,366 Est. Cost $30.82 Unrealized
SAFRY SAFRAN SA SPONS ADR 0.1%
Value ($000) $59,186 Shares 1,705,905 Est. Cost $31.43 Unrealized
UNILEVER PLC 0.1%
Value ($000) $58,475 Shares 999,565 Est. Cost $59.33 Unrealized
ASHTEAD GROUP PLC 0.1%
Value ($000) $52,917 Shares 713,217 Est. Cost $35.42 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $49,328 Shares 1,089,886 Est. Cost $46.56 Unrealized
CBGPY CLOSE BROTHERS GROUP PLC UNSPONS ADR 0.1%
Value ($000) $48,780 Shares 1,165,682 Est. Cost $37.13 Unrealized
EBKDY ERSTE GROUP BANK AG SPONS ADR 0.1%
Value ($000) $48,179 Shares 2,617,076 Est. Cost $16.45 Unrealized
OTSKY OTSUKA HOLDINGS CO LTD UNSPONS ADR 0.1%
Value ($000) $47,272 Shares 2,279,897 Est. Cost $21.42 Unrealized
MAURY MARUI GROUP CO LTD ADR 0.1%
Value ($000) $46,572 Shares 1,241,218 Est. Cost $38.42 Unrealized
RECKITT BENCKISER GROUP PLC SPONS ADR 0.1%
Value ($000) $44,872 Shares 2,521,131 Est. Cost $17.43 Unrealized
FANUC CORP 0.1%
Value ($000) $44,700 Shares 198,154 Est. Cost $207.53 Unrealized
NIDEC CORP 0.1%
Value ($000) $44,198 Shares 408,120 Est. Cost $96.49 Unrealized
CCJ CAMECO CORP 0.1%
Value ($000) $43,389 Shares 2,262,184 Est. Cost $12.15 Unrealized +53.4%
NEMETSCHEK SE 0.1%
Value ($000) $43,263 Shares 608,200 Est. Cost $58.25 Unrealized
AIA GROUP LTD 0.1%
Value ($000) $43,147 Shares 3,746,380 Est. Cost $10.44 Unrealized
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $42,825 Shares 2,352,199 Est. Cost $16.32 Unrealized
SAMSUNG ELECTRONICS CO LTD 0.1%
Value ($000) $42,733 Shares 669,600 Est. Cost $58.20 Unrealized
SYMRISE AG 0.1%
Value ($000) $41,054 Shares 317,195 Est. Cost $107.24 Unrealized
HEINEKEN NV 0.1%
Value ($000) $41,010 Shares 359,997 Est. Cost $100.28 Unrealized
BROOKFIELD ASSET MANAGEMENT INC 0.1%
Value ($000) $40,417 Shares 792,423 Est. Cost $41.87 Unrealized
DBS GROUP HOLDINGS LTD 0.1%
Value ($000) $37,026 Shares 1,812,283 Est. Cost $16.55 Unrealized
MAGNA INTERNATIONAL INC 0.1%
Value ($000) $36,942 Shares 399,097 Est. Cost $60.64 Unrealized
ALCON INC 0.1%
Value ($000) $36,174 Shares 558,895 Est. Cost $59.19 Unrealized
KDDI CORP 0.1%
Value ($000) $36,007 Shares 1,241,070 Est. Cost $27.36 Unrealized
ASSA ABLOY AB 0.1%
Value ($000) $34,782 Shares 1,231,277 Est. Cost $22.27 Unrealized
KUBOTA CORP 0.1%
Value ($000) $34,685 Shares 1,856,294 Est. Cost $18.09 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $34,665 Shares 80,982 Est. Cost $348.91 Unrealized
AKZO NOBEL NV 0.1%
Value ($000) $32,562 Shares 263,557 Est. Cost $97.58 Unrealized
CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA 0.1%
Value ($000) $31,034 Shares 194,597 Est. Cost $139.27 Unrealized
TOTALENERGIES SE 0.1%
Value ($000) $29,456 Shares 712,207 Est. Cost $41.53 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $27,155 Shares 1,030,156 Est. Cost $33.62 Unrealized -16.7%
MARUI GROUP CO LTD 0.1%
Value ($000) $26,462 Shares 1,500,426 Est. Cost $16.87 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $26,123 Shares 331,176 Est. Cost $68.25 Unrealized
ERSTE GROUP BANK AG 0.0%
Value ($000) $26,011 Shares 755,485 Est. Cost $30.71 Unrealized
RENTOKIL INITIAL PLC 0.0%
Value ($000) $25,833 Shares 3,772,992 Est. Cost $5.85 Unrealized
AMUNDI SA 0.0%
Value ($000) $25,618 Shares 290,597 Est. Cost $80.35 Unrealized
CAMECO CORP 0.0%
Value ($000) $25,486 Shares 1,466,357 Est. Cost $11.15 Unrealized
OTSUKA HOLDINGS CO LTD 0.0%
Value ($000) $24,808 Shares 629,800 Est. Cost $41.75 Unrealized
SAFRAN SA 0.0%
Value ($000) $23,892 Shares 172,343 Est. Cost $126.57 Unrealized
EXPERIAN PLC 0.0%
Value ($000) $23,648 Shares 613,673 Est. Cost $30.38 Unrealized
UNILEVER PLC 0.0%
Value ($000) $22,989 Shares 392,764 Est. Cost $57.64 Unrealized
NOVARTIS AG 0.0%
Value ($000) $20,081 Shares 220,384 Est. Cost $86.39 Unrealized
CLOSE BROTHERS GROUP PLC 0.0%
Value ($000) $20,042 Shares 956,420 Est. Cost $18.62 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $19,626 Shares 566,472 Est. Cost $19.02 Unrealized +92.2%
RECKITT BENCKISER GROUP PLC 0.0%
Value ($000) $19,188 Shares 216,854 Est. Cost $86.56 Unrealized
CARNIVAL PLC 0.0%
Value ($000) $15,316 Shares 720,141 Est. Cost $23.75 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $13,742 Shares 176,749 Est. Cost $71.31 Unrealized 0.0%
RATIONAL AG 0.0%
Value ($000) $13,415 Shares 18,085 Est. Cost $741.77 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $13,117 Shares 82,692 Est. Cost $122.25 Unrealized
PAG PENSKE AUTOMOTIVE GRP INC 0.0%
Value ($000) $11,963 Shares 190,144 Est. Cost $51.14 Unrealized +63.6%
AXTA AXALTA COATING SYS LTD 0.0%
Value ($000) $9,357 Shares 371,275 Est. Cost $26.23 Unrealized +20.7%
LEN/B LENNAR CORP 0.0%
Value ($000) $9,273 Shares 113,853 Est. Cost $41.52 Unrealized +67.9%
EWY ISHARES INC 0.0%
Value ($000) $8,865 Shares 95,139 Est. Cost $57.78 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $8,764 Shares 75,598 Est. Cost $31.04 Unrealized +245.7%
PAN PACIFIC INTERNATIONAL HOLDINGS CORP 0.0%
Value ($000) $8,721 Shares 511,400 Est. Cost $17.05 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $8,479 Shares 75,277 Est. Cost $34.86 Unrealized +171.9%
VFC V F CORP 0.0%
Value ($000) $5,892 Shares 71,819 Est. Cost $50.23 Unrealized +65.9%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $5,667 Shares 34,400 Est. Cost $60.46 Unrealized +139.7%
PEP PEPSICO INC 0.0%
Value ($000) $5,335 Shares 36,007 Est. Cost $60.48 Unrealized +108.6%
CTAS CINTAS CORP 0.0%
Value ($000) $4,743 Shares 12,417 Est. Cost $9.75 Unrealized +771.6%
MITSUBISHI UFJ FINANCIAL GROUP INC 0.0%
Value ($000) $4,525 Shares 1,054,900 Est. Cost $3.64 Unrealized
RY ROYAL BK CDA 0.0%
Value ($000) $3,391 Shares 33,470 Est. Cost $77.38 Unrealized +28.1%
CHD CHURCH & DWIGHT INC 0.0%
Value ($000) $3,180 Shares 37,316 Est. Cost $33.91 Unrealized +141.5%
PFE PFIZER INC 0.0%
Value ($000) $2,709 Shares 69,179 Est. Cost $16.64 Unrealized +86.3%
SAMSUNG ELECTRONICS CO LTD 0.0%
Value ($000) $2,670 Shares 40,800 Est. Cost $67.56 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2,474 Shares 11,066 Est. Cost $67.89 Unrealized +202.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2,310 Shares 36,628 Est. Cost $54.06 Unrealized -7.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,180 Shares 13,196 Est. Cost $61.96 Unrealized +138.7%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2,177 Shares 26,762 Est. Cost $44.46 Unrealized +65.1%
SSNHZ SAMSUNG ELECTRONICS CO LTD SPONS ADR 0.0%
Value ($000) $2,176 Shares 1,220 Est. Cost $1118.82 Unrealized
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $2,099 Shares 26,034 Est. Cost $28.83 Unrealized +170.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $2,093 Shares 5 Est. Cost $166204.10 Unrealized +152.9%
MMM 3M CO 0.0%
Value ($000) $1,908 Shares 9,608 Est. Cost $64.37 Unrealized +118.1%
SJM SMUCKER J M CO 0.0%
Value ($000) $1,725 Shares 13,317 Est. Cost $72.50 Unrealized +57.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,377 Shares 10,290 Est. Cost $67.39 Unrealized +66.8%
PIONEER NAT RES CO 0.0%
Value ($000) $1,365 Shares 8,400 Est. Cost $148.66 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,309 Shares 13,600 Est. Cost $40.64 Unrealized +110.4%
AAPL APPLE INC 0.0%
Value ($000) $1,096 Shares 8,000 Est. Cost $87.50 Unrealized +44.5%
UNP UNION PAC CORP 0.0%
Value ($000) $1,089 Shares 4,952 Est. Cost $68.91 Unrealized +190.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $973 Shares 3,500 Est. Cost $132.07 Unrealized +111.6%
IXJ ISHARES TR 0.0%
Value ($000) $889 Shares 10,700 Est. Cost $77.10 Unrealized
NEMTF NEMETSCHEK SE SHS 0.0%
Value ($000) $857 Shares 11,656 Est. Cost $66.95 Unrealized +4.4%
INTU INTUIT 0.0%
Value ($000) $843 Shares 1,720 Est. Cost $59.35 Unrealized +610.1%
GWW GRAINGER W W INC 0.0%
Value ($000) $825 Shares 1,883 Est. Cost $200.63 Unrealized +109.5%
RTLLF RATIONAL AG SHS 0.0%
Value ($000) $753 Shares 833 Est. Cost $791.25 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $741 Shares 13,000 Est. Cost $22.41 Unrealized +112.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $724 Shares 4,500 Est. Cost $67.30 Unrealized +131.4%
DCI DONALDSON INC 0.0%
Value ($000) $692 Shares 10,900 Est. Cost $29.49 Unrealized +94.4%
V VISA INC 0.0%
Value ($000) $631 Shares 2,700 Est. Cost $75.64 Unrealized +192.1%
NORDSTROM INC 0.0%
Value ($000) $585 Shares 16,000 Est. Cost $58.92 Unrealized
DQJCY PAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADS 0.0%
Value ($000) $553 Shares 26,613 Est. Cost $20.78 Unrealized
BROOKFIELD ASSET MGMT REINS 0.0%
Value ($000) $494 Shares 9,504 Est. Cost $51.98 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $462 Shares 7,400 Est. Cost $30.67 Unrealized +78.1%
DOV DOVER CORP 0.0%
Value ($000) $455 Shares 3,020 Est. Cost $40.40 Unrealized +244.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $447 Shares 4,000 Est. Cost $45.61 Unrealized +122.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $435 Shares 1,100 Est. Cost $156.32 Unrealized +129.7%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $405 Shares 7,187 Est. Cost $36.85 Unrealized +66.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $364 Shares 1,400 Est. Cost $139.59 Unrealized +74.5%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $320 Shares 6,211 Est. Cost $33.35 Unrealized
BROOKFIELD ASSET MANAGEMENT REINSURANCE PARTNERS LTD 0.0%
Value ($000) $289 Shares 5,463 Est. Cost $52.90 Unrealized
DOW DOW INC 0.0%
Value ($000) $283 Shares 4,474 Est. Cost $33.93 Unrealized +50.5%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $276 Shares 2,632 Est. Cost $65.02 Unrealized +33.9%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $252 Shares 3,259 Est. Cost $23.99 Unrealized +27.5%
WMT WALMART INC 0.0%
Value ($000) $227 Shares 1,610 Est. Cost $45.24 Unrealized -3.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $214 Shares 2,920 Est. Cost $64.30 Unrealized +3.4%
NSRGY NESTLE SA 0.0%
Value ($000) $211 Shares 1,696 Est. Cost $124.41 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $203 Shares 932 Est. Cost $189.09 Unrealized +12.0%
T AT&T INC 0.0%
Value ($000) $202 Shares 7,030 Est. Cost $13.05 Unrealized +30.1%