Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 7, 2021

Total Value ($000): $390,734 (100.0% shares, 0.0% debt)

Holdings (195)

MSFT MICROSOFT CORP 5.6%
Value ($000) $21,964 Shares 77,910 Est. Cost $34.67 Unrealized +709.7%
AAPL APPLE INC 4.3%
Value ($000) $16,988 Shares 120,059 Est. Cost $84.36 Unrealized +70.6%
IWV ISHARES TR 2.5%
Value ($000) $9,951 Shares 39,047 Est. Cost $138.43 Unrealized
GOOGL ALPHABET INC 2.3%
Value ($000) $8,873 Shares 3,319 Est. Cost $62.85 Unrealized +114.9%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $8,582 Shares 53,138 Est. Cost $72.34 Unrealized +107.7%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $8,507 Shares 51,973 Est. Cost $74.68 Unrealized +87.9%
V VISA INC 2.2%
Value ($000) $8,423 Shares 37,813 Est. Cost $76.81 Unrealized +195.5%
AMZN AMAZON COM INC 2.1%
Value ($000) $8,124 Shares 2,473 Est. Cost $99.10 Unrealized +74.1%
UNP UNION PAC CORP 2.0%
Value ($000) $7,912 Shares 40,364 Est. Cost $83.80 Unrealized +133.0%
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $7,720 Shares 17,181 Est. Cost $214.76 Unrealized +94.7%
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $7,289 Shares 22,785 Est. Cost $145.04 Unrealized +110.6%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $7,067 Shares 120,153 Est. Cost $54.74 Unrealized -11.5%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $6,604 Shares 47,240 Est. Cost $60.67 Unrealized +109.8%
TXN TEXAS INSTRS INC 1.5%
Value ($000) $5,685 Shares 29,575 Est. Cost $68.69 Unrealized +144.5%
EL LAUDER ESTEE COS INC 1.4%
Value ($000) $5,282 Shares 17,609 Est. Cost $139.15 Unrealized +119.4%
MRSH MARSH & MCLENNAN COS INC 1.3%
Value ($000) $5,253 Shares 34,691 Est. Cost $70.89 Unrealized +99.8%
HON HONEYWELL INTL INC 1.3%
Value ($000) $5,217 Shares 24,578 Est. Cost $72.15 Unrealized +169.7%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $5,168 Shares 50,943 Est. Cost $73.60 Unrealized +13.2%
NVO NOVO-NORDISK A S 1.3%
Value ($000) $4,970 Shares 51,770 Est. Cost $65.02 Unrealized
OTIS OTIS WORLDWIDE CORP 1.2%
Value ($000) $4,586 Shares 55,735 Est. Cost $63.74 Unrealized +28.9%
PGR PROGRESSIVE CORP 1.2%
Value ($000) $4,515 Shares 49,953 Est. Cost $58.33 Unrealized +46.3%
MRNA MODERNA INC 1.1%
Value ($000) $4,483 Shares 11,649 Est. Cost $161.18 Unrealized +128.8%
AMGN AMGEN INC 1.1%
Value ($000) $4,464 Shares 20,992 Est. Cost $81.66 Unrealized +145.2%
LINDE PLC 1.1%
Value ($000) $4,400 Shares 14,999 Est. Cost $182.01 Unrealized
WSO WATSCO INC 1.1%
Value ($000) $4,261 Shares 16,104 Est. Cost $171.23 Unrealized +63.8%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $4,204 Shares 7,358 Est. Cost $254.96 Unrealized +112.7%
ABBV ABBVIE INC 1.1%
Value ($000) $4,198 Shares 38,917 Est. Cost $66.64 Unrealized +45.9%
CAT CATERPILLAR INC 1.1%
Value ($000) $4,174 Shares 21,744 Est. Cost $70.21 Unrealized +173.6%
MRK MERCK & CO INC 1.0%
Value ($000) $3,990 Shares 53,127 Est. Cost $38.12 Unrealized +73.5%
ABT ABBOTT LABS 1.0%
Value ($000) $3,950 Shares 33,439 Est. Cost $53.53 Unrealized +112.0%
MKC MCCORMICK & CO INC 1.0%
Value ($000) $3,917 Shares 48,340 Est. Cost $58.36 Unrealized +33.6%
ITW ILLINOIS TOOL WKS INC 1.0%
Value ($000) $3,895 Shares 18,849 Est. Cost $113.40 Unrealized +78.9%
MMM 3M CO 1.0%
Value ($000) $3,742 Shares 21,331 Est. Cost $122.87 Unrealized +11.8%
CAC CAMDEN NATL CORP 1.0%
Value ($000) $3,740 Shares 78,069 Est. Cost $25.73 Unrealized +47.6%
AWK AMERICAN WTR WKS CO INC NEW 0.9%
Value ($000) $3,654 Shares 21,616 Est. Cost $116.73 Unrealized +37.0%
PEP PEPSICO INC 0.9%
Value ($000) $3,590 Shares 23,865 Est. Cost $72.69 Unrealized +85.7%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $3,590 Shares 17,331 Est. Cost $17.06 Unrealized +21.5%
TGT TARGET CORP 0.9%
Value ($000) $3,544 Shares 15,492 Est. Cost $106.96 Unrealized +105.6%
TJX TJX COS INC NEW 0.8%
Value ($000) $3,310 Shares 50,168 Est. Cost $48.18 Unrealized +35.8%
KO COCA COLA CO 0.8%
Value ($000) $3,290 Shares 62,705 Est. Cost $37.13 Unrealized +31.4%
OKE ONEOK INC NEW 0.8%
Value ($000) $3,197 Shares 55,123 Est. Cost $28.74 Unrealized +47.3%
AKAM AKAMAI TECHNOLOGIES INC 0.8%
Value ($000) $3,148 Shares 30,096 Est. Cost $64.49 Unrealized +77.2%
CRSP CRISPR THERAPEUTICS AG 0.8%
Value ($000) $3,074 Shares 27,460 Est. Cost $23.98 Unrealized +423.7%
CB CHUBB LIMITED 0.8%
Value ($000) $3,054 Shares 17,604 Est. Cost $98.66 Unrealized +67.2%
IBM INTERNATIONAL BUSINESS MACHS 0.8%
Value ($000) $3,019 Shares 21,732 Est. Cost $103.42 Unrealized +8.4%
CHD CHURCH & DWIGHT INC 0.8%
Value ($000) $2,936 Shares 35,558 Est. Cost $39.94 Unrealized +101.5%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,881 Shares 36,688 Est. Cost $65.47 Unrealized +9.7%
INTC INTEL CORP 0.7%
Value ($000) $2,816 Shares 52,848 Est. Cost $20.24 Unrealized +146.1%
EMR EMERSON ELEC CO 0.7%
Value ($000) $2,764 Shares 29,347 Est. Cost $48.58 Unrealized +87.8%
CCI CROWN CASTLE INTL CORP NEW 0.7%
Value ($000) $2,568 Shares 14,815 Est. Cost $112.65 Unrealized +38.4%
DEO DIAGEO PLC 0.7%
Value ($000) $2,564 Shares 13,283 Est. Cost $140.42 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $2,473 Shares 928 Est. Cost $60.19 Unrealized +127.3%
NKE NIKE INC 0.6%
Value ($000) $2,325 Shares 16,008 Est. Cost $50.96 Unrealized +199.4%
ASML ASML HOLDING N V 0.6%
Value ($000) $2,232 Shares 2,996 Est. Cost $706.87 Unrealized
BAX BAXTER INTL INC 0.6%
Value ($000) $2,228 Shares 27,705 Est. Cost $32.55 Unrealized +119.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $2,214 Shares 9,183 Est. Cost $90.47 Unrealized +138.6%
DHR DANAHER CORPORATION 0.5%
Value ($000) $2,149 Shares 7,059 Est. Cost $110.66 Unrealized +141.1%
IGSB ISHARES TR 0.5%
Value ($000) $2,124 Shares 38,870 Est. Cost $54.66 Unrealized
NVS NOVARTIS AG 0.5%
Value ($000) $2,054 Shares 25,119 Est. Cost $74.11 Unrealized
PANW PALO ALTO NETWORKS INC 0.5%
Value ($000) $2,011 Shares 4,199 Est. Cost $60.08 Unrealized +16.9%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $1,985 Shares 17,536 Est. Cost $66.83 Unrealized +70.8%
GH GUARDANT HEALTH INC 0.5%
Value ($000) $1,979 Shares 15,828 Est. Cost $80.70 Unrealized +47.2%
ILMN ILLUMINA INC 0.5%
Value ($000) $1,801 Shares 4,440 Est. Cost $439.24 Unrealized +4.7%
TPL TEXAS PACIFIC LAND CORPORATI 0.5%
Value ($000) $1,784 Shares 1,475 Est. Cost $117.17 Unrealized +25.4%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $1,771 Shares 23,428 Est. Cost $48.41 Unrealized +48.1%
DUK DUKE ENERGY CORP NEW 0.5%
Value ($000) $1,769 Shares 18,127 Est. Cost $47.66 Unrealized +83.1%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,747 Shares 16,975 Est. Cost $86.27 Unrealized +18.5%
EQNR EQUINOR ASA 0.4%
Value ($000) $1,676 Shares 65,730 Est. Cost $19.14 Unrealized
CRM SALESFORCE COM INC 0.4%
Value ($000) $1,674 Shares 6,173 Est. Cost $250.91 Unrealized 0.0%
IVV ISHARES TR 0.4%
Value ($000) $1,619 Shares 3,757 Est. Cost $302.88 Unrealized
LLY LILLY ELI & CO 0.4%
Value ($000) $1,596 Shares 6,907 Est. Cost $91.15 Unrealized +159.6%
CCOI COGENT COMMUNICATIONS HLDGS 0.4%
Value ($000) $1,583 Shares 22,340 Est. Cost $43.30 Unrealized +32.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,566 Shares 18,216 Est. Cost $54.61 Unrealized +41.7%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $1,562 Shares 12,136 Est. Cost $80.72 Unrealized +61.8%
NTLA INTELLIA THERAPEUTICS INC 0.4%
Value ($000) $1,516 Shares 11,300 Est. Cost $151.40 Unrealized 0.0%
PFE PFIZER INC 0.4%
Value ($000) $1,503 Shares 34,952 Est. Cost $21.51 Unrealized +65.8%
HD HOME DEPOT INC 0.4%
Value ($000) $1,499 Shares 4,568 Est. Cost $173.34 Unrealized +69.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,490 Shares 27,583 Est. Cost $30.33 Unrealized +39.5%
QQQ INVESCO QQQ TR 0.4%
Value ($000) $1,410 Shares 3,939 Est. Cost $185.97 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,402 Shares 23,692 Est. Cost $33.20 Unrealized +65.2%
BNS BANK NOVA SCOTIA B C 0.4%
Value ($000) $1,391 Shares 22,612 Est. Cost $40.26 Unrealized +22.8%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $1,375 Shares 5,367 Est. Cost $219.62 Unrealized +12.5%
PFF ISHARES TR 0.3%
Value ($000) $1,350 Shares 34,794 Est. Cost $38.77 Unrealized
TOTALENERGIES SE 0.3%
Value ($000) $1,330 Shares 27,750 Est. Cost $47.07 Unrealized
NEM NEWMONT CORP 0.3%
Value ($000) $1,284 Shares 23,650 Est. Cost $51.09 Unrealized +0.5%
T AT&T INC 0.3%
Value ($000) $1,261 Shares 46,687 Est. Cost $12.86 Unrealized +25.0%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,245 Shares 6,225 Est. Cost $121.49 Unrealized +54.5%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,240 Shares 7,330 Est. Cost $129.56 Unrealized +34.4%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,226 Shares 11,901 Est. Cost $62.95 Unrealized 0.0%
IJH ISHARES TR 0.3%
Value ($000) $1,086 Shares 4,127 Est. Cost $196.59 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $1,085 Shares 17,509 Est. Cost $28.14 Unrealized +94.4%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $1,061 Shares 23,800 Est. Cost $62.62 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,052 Shares 8,156 Est. Cost $85.86 Unrealized +50.1%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,017 Shares 5,169 Est. Cost $80.48 Unrealized +116.2%
MKC/V MCCORMICK & CO INC 0.3%
Value ($000) $999 Shares 12,125 Est. Cost $74.39 Unrealized +4.9%
MO ALTRIA GROUP INC 0.3%
Value ($000) $998 Shares 21,935 Est. Cost $23.00 Unrealized +47.8%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $979 Shares 10,325 Est. Cost $56.51 Unrealized +43.4%
ALC ALCON AG 0.3%
Value ($000) $979 Shares 12,152 Est. Cost $58.98 Unrealized +28.8%
CI CIGNA CORP NEW 0.2%
Value ($000) $975 Shares 4,870 Est. Cost $190.77 Unrealized +5.3%
SYY SYSCO CORP 0.2%
Value ($000) $921 Shares 11,734 Est. Cost $53.87 Unrealized +25.8%
SNY SANOFI 0.2%
Value ($000) $909 Shares 18,855 Est. Cost $49.77 Unrealized
BMO BANK MONTREAL QUE 0.2%
Value ($000) $878 Shares 8,802 Est. Cost $59.01 Unrealized +42.3%
ROST ROSS STORES INC 0.2%
Value ($000) $871 Shares 8,005 Est. Cost $85.31 Unrealized +33.6%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $854 Shares 24,210 Est. Cost $38.66 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $841 Shares 2,419 Est. Cost $197.73 Unrealized +79.4%
BRNS VACCITECH PLC 0.2%
Value ($000) $810 Shares 51,475 Est. Cost $16.61 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $796 Shares 9,140 Est. Cost $39.16 Unrealized +112.8%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $783 Shares 7,010 Est. Cost $118.64 Unrealized
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $763 Shares 11,215 Est. Cost $27.24 Unrealized +4.1%
APLS APELLIS PHARMACEUTICALS INC 0.2%
Value ($000) $734 Shares 22,265 Est. Cost $52.18 Unrealized +7.7%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $672 Shares 1,100 Est. Cost $21.25 Unrealized +88.3%
HSY HERSHEY CO 0.2%
Value ($000) $671 Shares 3,965 Est. Cost $66.27 Unrealized +139.7%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $642 Shares 4,300 Est. Cost $85.28 Unrealized +63.8%
EFA ISHARES TR 0.2%
Value ($000) $639 Shares 8,188 Est. Cost $67.54 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $636 Shares 3,796 Est. Cost $96.71 Unrealized +63.7%
DOW DOW INC 0.2%
Value ($000) $632 Shares 10,978 Est. Cost $36.37 Unrealized +31.5%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $617 Shares 2,800 Est. Cost $180.00 Unrealized +15.4%
LABORATORY CORP AMER HLDGS 0.2%
Value ($000) $598 Shares 2,125 Est. Cost $129.53 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $570 Shares 4,551 Est. Cost $81.49 Unrealized +39.2%
FICO FAIR ISAAC CORP 0.1%
Value ($000) $561 Shares 1,410 Est. Cost $221.97 Unrealized +114.3%
VRSN VERISIGN INC 0.1%
Value ($000) $554 Shares 2,700 Est. Cost $153.45 Unrealized +41.6%
GLAXOSMITHKLINE PLC 0.1%
Value ($000) $554 Shares 14,505 Est. Cost $42.30 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $542 Shares 1,262 Est. Cost $374.00 Unrealized
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $537 Shares 3,625 Est. Cost $63.66 Unrealized +111.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $537 Shares 11,565 Est. Cost $38.64 Unrealized +7.6%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $519 Shares 780 Est. Cost $225.21 Unrealized +201.5%
CFG CITIZENS FINL GROUP INC 0.1%
Value ($000) $501 Shares 10,670 Est. Cost $25.83 Unrealized +41.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $492 Shares 8,200 Est. Cost $34.40 Unrealized +54.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $486 Shares 2,964 Est. Cost $134.10 Unrealized +21.3%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $483 Shares 1,820 Est. Cost $120.79 Unrealized +105.9%
SYK STRYKER CORPORATION 0.1%
Value ($000) $473 Shares 1,795 Est. Cost $157.40 Unrealized +62.1%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $471 Shares 10,330 Est. Cost $65.43 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $460 Shares 4,732 Est. Cost $66.86 Unrealized +28.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $449 Shares 4,067 Est. Cost $50.95 Unrealized +107.5%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $447 Shares 7,677 Est. Cost $35.59 Unrealized +55.7%
ZTS ZOETIS INC 0.1%
Value ($000) $442 Shares 2,277 Est. Cost $88.04 Unrealized +120.0%
LOW LOWES COS INC 0.1%
Value ($000) $438 Shares 2,161 Est. Cost $104.23 Unrealized +76.1%
IDXX IDEXX LABS INC 0.1%
Value ($000) $437 Shares 702 Est. Cost $305.88 Unrealized +119.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $426 Shares 7,116 Est. Cost $34.96 Unrealized +45.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $423 Shares 4,800 Est. Cost $44.33 Unrealized +82.4%
CTVA CORTEVA INC 0.1%
Value ($000) $423 Shares 10,062 Est. Cost $26.67 Unrealized +54.6%
TTC TORO CO 0.1%
Value ($000) $421 Shares 4,325 Est. Cost $60.80 Unrealized +79.5%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $421 Shares 19,442 Est. Cost $26.37 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $420 Shares 7,708 Est. Cost $19.58 Unrealized +151.4%
META FACEBOOK INC 0.1%
Value ($000) $412 Shares 1,214 Est. Cost $183.69 Unrealized +94.7%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.1%
Value ($000) $409 Shares 7,400 Est. Cost $38.26 Unrealized +33.9%
AFL AFLAC INC 0.1%
Value ($000) $399 Shares 7,660 Est. Cost $33.00 Unrealized +49.8%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $399 Shares 1,428 Est. Cost $222.79 Unrealized +26.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $379 Shares 658 Est. Cost $342.94 Unrealized +83.5%
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $378 Shares 934 Est. Cost $174.31 Unrealized +129.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $368 Shares 1,350 Est. Cost $210.97 Unrealized +33.1%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $365 Shares 5,220 Est. Cost $56.19 Unrealized +5.7%
BCE BCE INC 0.1%
Value ($000) $363 Shares 7,253 Est. Cost $29.93 Unrealized +24.1%
RPM RPM INTL INC 0.1%
Value ($000) $360 Shares 4,635 Est. Cost $61.46 Unrealized +37.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $348 Shares 5,131 Est. Cost $32.91 Unrealized +49.8%
RVTY PERKINELMER INC 0.1%
Value ($000) $344 Shares 1,984 Est. Cost $113.55 Unrealized +53.6%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $338 Shares 1,000 Est. Cost $264.00 Unrealized
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $337 Shares 1,922 Est. Cost $115.16 Unrealized +44.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $333 Shares 2,518 Est. Cost $94.31 Unrealized +22.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $331 Shares 11,180 Est. Cost $51.32 Unrealized -49.3%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $328 Shares 4,525 Est. Cost $60.39 Unrealized +6.0%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $323 Shares 325 Est. Cost $227.97 Unrealized +47.3%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $315 Shares 2,645 Est. Cost $113.91 Unrealized +4.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $311 Shares 4,255 Est. Cost $51.29 Unrealized +21.7%
IJR ISHARES TR 0.1%
Value ($000) $301 Shares 2,761 Est. Cost $92.97 Unrealized
IRDM IRIDIUM COMMUNICATIONS INC 0.1%
Value ($000) $299 Shares 7,500 Est. Cost $31.42 Unrealized +33.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $294 Shares 1,000 Est. Cost $175.54 Unrealized +62.2%
AGM FEDERAL AGRIC MTG CORP 0.1%
Value ($000) $293 Shares 2,700 Est. Cost $58.85 Unrealized +46.5%
FISV FISERV INC 0.1%
Value ($000) $292 Shares 2,695 Est. Cost $77.91 Unrealized +43.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $288 Shares 3,390 Est. Cost $55.70 Unrealized +30.2%
WAT WATERS CORP 0.1%
Value ($000) $286 Shares 800 Est. Cost $207.83 Unrealized +88.5%
AVGO BROADCOM INC 0.1%
Value ($000) $272 Shares 561 Est. Cost $29.64 Unrealized +50.0%
GLW CORNING INC 0.1%
Value ($000) $271 Shares 7,440 Est. Cost $26.66 Unrealized +32.4%
DE DEERE & CO 0.1%
Value ($000) $267 Shares 797 Est. Cost $232.12 Unrealized +46.2%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $257 Shares 3,620 Est. Cost $26.07 Unrealized +181.0%
LAM RESEARCH CORP 0.1%
Value ($000) $249 Shares 438 Est. Cost $594.97 Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value ($000) $248 Shares 12,500 Est. Cost $8.92 Unrealized +155.6%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $234 Shares 679 Est. Cost $338.54 Unrealized -5.2%
XYL XYLEM INC 0.1%
Value ($000) $223 Shares 1,800 Est. Cost $108.16 Unrealized +12.9%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $222 Shares 122 Est. Cost $36.38 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $216 Shares 1,775 Est. Cost $100.46 Unrealized +20.2%
ATR APTARGROUP INC 0.1%
Value ($000) $215 Shares 1,800 Est. Cost $92.89 Unrealized +33.5%
NTR NUTRIEN LTD 0.1%
Value ($000) $214 Shares 3,294 Est. Cost $53.47 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $210 Shares 495 Est. Cost $369.84 Unrealized +13.0%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $210 Shares 1,030 Est. Cost $198.49 Unrealized +10.5%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $210 Shares 1,366 Est. Cost $154.47 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $208 Shares 798 Est. Cost $265.97 Unrealized +6.4%
DXCM DEXCOM INC 0.1%
Value ($000) $206 Shares 377 Est. Cost $126.11 Unrealized 0.0%
XYZ SQUARE INC 0.1%
Value ($000) $206 Shares 860 Est. Cost $231.94 Unrealized +10.7%
EFX EQUIFAX INC 0.1%
Value ($000) $204 Shares 804 Est. Cost $251.84 Unrealized 0.0%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $202 Shares 4,765 Est. Cost $36.09 Unrealized 0.0%
SURFACE ONCOLOGY INC 0.0%
Value ($000) $156 Shares 20,550 Est. Cost $7.47 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $120 Shares 11,250 Est. Cost $8.97 Unrealized
AKTSQ AKOUSTIS TECHNOLOGIES INC 0.0%
Value ($000) $103 Shares 10,600 Est. Cost $7.09 Unrealized +35.2%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $92 Shares 24,400 Est. Cost $1.55 Unrealized +135.2%