Penobscot Investment Management Company, Inc. Diversified Active

CIK: 0001394866 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 2, 2022

Total Value ($000): $536,099 (100.0% shares, 0.0% debt)

Holdings (218)

AAPL APPLE INC 4.7%
Value ($000) $25,224 Shares 182,522 Est. Cost $85.45 Unrealized +80.6%
MSFT MICROSOFT CORP 4.5%
Value ($000) $24,129 Shares 103,603 Est. Cost $47.69 Unrealized +438.6%
NEE NEXTERA ENERGY INC 3.2%
Value ($000) $17,136 Shares 218,545 Est. Cost $53.99 Unrealized +42.8%
DHR DANAHER CORP 2.3%
Value ($000) $12,181 Shares 47,161 Est. Cost $76.18 Unrealized +215.9%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $11,649 Shares 71,303 Est. Cost $72.94 Unrealized +109.6%
QQQ INVESCO QQQ TRUST SE 2.1%
Value ($000) $11,507 Shares 43,057 Est. Cost $220.05 Unrealized
MA MASTERCARD INC 2.1%
Value ($000) $11,109 Shares 39,072 Est. Cost $99.66 Unrealized +226.3%
SHW SHERWIN WILLIAMS CO 2.0%
Value ($000) $10,897 Shares 53,220 Est. Cost $209.43 Unrealized +9.7%
FLRN SPDR BARCLAYS INVEST GRAD 2.0%
Value ($000) $10,860 Shares 358,418 Est. Cost $30.62 Unrealized
UNH UNITEDHEALTH GROUP INC 2.0%
Value ($000) $10,576 Shares 20,941 Est. Cost $171.29 Unrealized +189.0%
HD HOME DEPOT INC 1.9%
Value ($000) $10,024 Shares 36,329 Est. Cost $143.59 Unrealized +88.5%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $9,951 Shares 95,222 Est. Cost $66.78 Unrealized +58.2%
ADP AUTO DATA PROCESSING 1.8%
Value ($000) $9,843 Shares 43,517 Est. Cost $65.47 Unrealized +234.6%
V VISA INC 1.8%
Value ($000) $9,837 Shares 55,373 Est. Cost $66.71 Unrealized +197.3%
ABBV ABBVIE INC 1.8%
Value ($000) $9,759 Shares 72,721 Est. Cost $34.85 Unrealized +264.8%
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $9,398 Shares 26,312 Est. Cost $308.80 Unrealized
ACN ACCENTURE PLC CL A 1.6%
Value ($000) $8,740 Shares 33,968 Est. Cost $127.83 Unrealized +114.9%
ICE INTERCONTINENTAL EXCHANGE 1.6%
Value ($000) $8,672 Shares 95,988 Est. Cost $63.30 Unrealized +51.3%
SYK STRYKER CORP 1.6%
Value ($000) $8,597 Shares 42,444 Est. Cost $121.48 Unrealized +67.1%
BROADCOM LTD 1.5%
Value ($000) $8,195 Shares 18,456 Est. Cost $222.77 Unrealized
COST COSTCO WHOLESALE CORP 1.5%
Value ($000) $8,124 Shares 17,203 Est. Cost $293.00 Unrealized +70.0%
APD AIR PRODUCTS & CHEMS INC 1.5%
Value ($000) $7,944 Shares 34,134 Est. Cost $92.53 Unrealized +144.7%
PG PROCTER & GAMBLE CO 1.4%
Value ($000) $7,644 Shares 60,550 Est. Cost $59.07 Unrealized +121.1%
SPGI S&P GLOBAL INC 1.4%
Value ($000) $7,378 Shares 24,164 Est. Cost $178.86 Unrealized +94.4%
TMO THERMO FISHER SCIENT 1.3%
Value ($000) $7,136 Shares 14,071 Est. Cost $325.85 Unrealized +70.1%
GOOGL ALPHABET INC CL A 1.1%
Value ($000) $5,919 Shares 61,878 Est. Cost $108.39 Unrealized +1.5%
HON HONEYWELL INTL INC 1.1%
Value ($000) $5,808 Shares 34,788 Est. Cost $97.97 Unrealized +65.5%
PEP PEPSICO INC 1.0%
Value ($000) $5,457 Shares 33,423 Est. Cost $65.94 Unrealized +134.2%
CHD CHURCH & DWIGHT CO INC 1.0%
Value ($000) $5,142 Shares 71,966 Est. Cost $47.59 Unrealized +74.1%
NKE NIKE INC CLASS B 1.0%
Value ($000) $5,112 Shares 61,499 Est. Cost $42.31 Unrealized +140.1%
ABT ABBOTT LABS COM 0.9%
Value ($000) $4,930 Shares 50,949 Est. Cost $42.44 Unrealized +135.6%
UNP UNION PACIFIC CORP 0.9%
Value ($000) $4,863 Shares 24,962 Est. Cost $81.45 Unrealized +150.7%
AMGN AMGEN INC 0.8%
Value ($000) $4,336 Shares 19,239 Est. Cost $120.72 Unrealized +80.5%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.8%
Value ($000) $4,282 Shares 44,552 Est. Cost $105.57 Unrealized
AMT AMERICAN TOWER 0.8%
Value ($000) $4,264 Shares 19,862 Est. Cost $160.71 Unrealized +42.4%
PFE PFIZER INC COM 0.8%
Value ($000) $4,091 Shares 93,487 Est. Cost $20.09 Unrealized +101.1%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $3,958 Shares 98,945 Est. Cost $22.79 Unrealized +75.7%
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $3,841 Shares 21,261 Est. Cost $90.60 Unrealized +100.5%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $3,761 Shares 43,085 Est. Cost $54.00 Unrealized +50.7%
TIP ISHARES TIPS BOND 0.7%
Value ($000) $3,654 Shares 34,835 Est. Cost $127.25 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $3,598 Shares 25,044 Est. Cost $84.90 Unrealized +56.4%
WEC WEC ENERGY GROUP 0.7%
Value ($000) $3,593 Shares 40,183 Est. Cost $41.55 Unrealized +118.4%
PWR QUANTA SERVICES INC 0.6%
Value ($000) $3,334 Shares 26,170 Est. Cost $87.67 Unrealized +55.2%
NDAQ NASDAQ INC 0.6%
Value ($000) $3,281 Shares 57,888 Est. Cost $50.39 Unrealized +11.2%
SPSB SPDR PORTFOLIO SHORT TERM CORP BD ETF 0.6%
Value ($000) $3,267 Shares 111,820 Est. Cost $31.24 Unrealized
CTAS CINTAS CORP 0.6%
Value ($000) $3,181 Shares 8,193 Est. Cost $70.15 Unrealized +41.2%
CMCSA COMCAST CORP CL A 0.6%
Value ($000) $3,114 Shares 106,174 Est. Cost $29.01 Unrealized +16.1%
RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $3,068 Shares 37,476 Est. Cost $86.66 Unrealized
INTU INTUIT INC 0.6%
Value ($000) $3,042 Shares 7,855 Est. Cost $408.40 Unrealized +3.5%
TJX TJX COMPANIES 0.6%
Value ($000) $3,028 Shares 48,742 Est. Cost $35.93 Unrealized +66.7%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $3,026 Shares 32,087 Est. Cost $79.16 Unrealized +32.1%
GOOG ALPHABET INC CL C 0.6%
Value ($000) $3,016 Shares 31,360 Est. Cost $107.86 Unrealized +2.8%
APH AMPHENOL 0.5%
Value ($000) $2,907 Shares 43,426 Est. Cost $22.75 Unrealized +54.8%
ES EVERSOURCE ENERGY 0.5%
Value ($000) $2,734 Shares 35,072 Est. Cost $40.41 Unrealized +88.2%
INTC INTEL CORP COM 0.5%
Value ($000) $2,719 Shares 105,522 Est. Cost $24.44 Unrealized +32.2%
CSX CSX CORPORATION 0.5%
Value ($000) $2,707 Shares 101,620 Est. Cost $22.97 Unrealized +28.9%
TXN TEXAS INSTRUMENTS INC 0.5%
Value ($000) $2,699 Shares 17,440 Est. Cost $53.87 Unrealized +181.5%
FDS FACTSET RESEARCH 0.5%
Value ($000) $2,601 Shares 6,500 Est. Cost $277.48 Unrealized +47.6%
HEI HEICO CORP 0.5%
Value ($000) $2,581 Shares 17,929 Est. Cost $88.79 Unrealized +68.8%
MKC MCCORMICK & CO INC 0.5%
Value ($000) $2,574 Shares 36,115 Est. Cost $59.42 Unrealized +30.3%
POOL POOL CORP 0.5%
Value ($000) $2,493 Shares 7,835 Est. Cost $316.83 Unrealized +7.6%
ADBE ADOBE SYSTEMS INC 0.5%
Value ($000) $2,444 Shares 8,880 Est. Cost $67.37 Unrealized +461.7%
AWK AMERICAN WATER WORKS COMPANY INC 0.5%
Value ($000) $2,438 Shares 18,736 Est. Cost $132.21 Unrealized +5.9%
SMH VANECK VECTORS SEMICONDUCTOR 0.5%
Value ($000) $2,431 Shares 13,130 Est. Cost $251.32 Unrealized
BLACKROCK INC 0.4%
Value ($000) $2,267 Shares 4,120 Est. Cost $329.28 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $2,261 Shares 9,795 Est. Cost $79.97 Unrealized +195.4%
TRV TRAVELERS COS INC 0.4%
Value ($000) $2,209 Shares 14,417 Est. Cost $103.33 Unrealized +47.3%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $2,194 Shares 13,487 Est. Cost $90.15 Unrealized +89.2%
EL ESTEE LAUDER 0.4%
Value ($000) $2,189 Shares 10,140 Est. Cost $216.64 Unrealized +11.0%
MRK MERCK & CO INC 0.4%
Value ($000) $2,151 Shares 24,982 Est. Cost $39.65 Unrealized +102.8%
STERIS PLC 0.4%
Value ($000) $2,123 Shares 12,765 Est. Cost $147.93 Unrealized
DHI DR HORTON INC 0.4%
Value ($000) $2,088 Shares 31,000 Est. Cost $70.13 Unrealized +1.5%
ROP ROPER TECHNOLOGIES INC 0.4%
Value ($000) $2,047 Shares 5,690 Est. Cost $389.37 Unrealized +2.3%
BDX BECTON DICKINSON 0.4%
Value ($000) $2,003 Shares 8,989 Est. Cost $94.15 Unrealized +149.1%
AMZN AMAZON.COM INC 0.3%
Value ($000) $1,867 Shares 16,520 Est. Cost $123.03 Unrealized +2.7%
LMT LOCKHEAD MARTIN CORP 0.3%
Value ($000) $1,861 Shares 4,818 Est. Cost $199.40 Unrealized +91.0%
MMM 3M CO COM 0.3%
Value ($000) $1,789 Shares 16,195 Est. Cost $67.17 Unrealized +43.6%
DE DEERE & CO 0.3%
Value ($000) $1,778 Shares 5,325 Est. Cost $71.27 Unrealized +358.2%
CVS CVS HEALTH CORP 0.3%
Value ($000) $1,738 Shares 18,225 Est. Cost $49.12 Unrealized +78.4%
EXR EXTRA SPACE STORAGE INC 0.3%
Value ($000) $1,722 Shares 9,973 Est. Cost $167.26 Unrealized -2.3%
CHUBB 0.3%
Value ($000) $1,692 Shares 9,304 Est. Cost $91.97 Unrealized
BERKSHIRE HATHAWAY CL B 0.3%
Value ($000) $1,659 Shares 6,210 Est. Cost $213.83 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $1,624 Shares 4,042 Est. Cost $326.21 Unrealized
KO COCA COLA CO 0.3%
Value ($000) $1,582 Shares 28,233 Est. Cost $31.08 Unrealized +80.4%
FLOT ISHARES FLOATING RATE NOTE 0.3%
Value ($000) $1,573 Shares 31,300 Est. Cost $50.82 Unrealized
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1,569 Shares 3,335 Est. Cost $99.04 Unrealized +355.1%
LOW LOWES COS INC 0.3%
Value ($000) $1,511 Shares 8,047 Est. Cost $105.20 Unrealized +73.4%
IJR ISHARES CORE S&P SMA 0.3%
Value ($000) $1,489 Shares 17,083 Est. Cost $80.01 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.3%
Value ($000) $1,465 Shares 15,207 Est. Cost $118.17 Unrealized
EFX EQUIFAX INC 0.3%
Value ($000) $1,406 Shares 8,200 Est. Cost $53.06 Unrealized +260.2%
BF/B BROWN FORMAN CORP-CL B 0.3%
Value ($000) $1,397 Shares 20,988 Est. Cost $34.14 Unrealized +99.3%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $1,379 Shares 36,334 Est. Cost $32.02 Unrealized +11.7%
AXP AMERICAN EXPRESS 0.3%
Value ($000) $1,375 Shares 10,189 Est. Cost $82.54 Unrealized +75.6%
DG DOLLAR GENERAL CORP 0.3%
Value ($000) $1,365 Shares 5,688 Est. Cost $192.02 Unrealized +20.8%
WST WEST PHARM SRVC INC 0.3%
Value ($000) $1,355 Shares 5,505 Est. Cost $196.30 Unrealized +53.8%
VTI VANGUARD TOTAL STOCK MARK 0.2%
Value ($000) $1,279 Shares 7,125 Est. Cost $158.56 Unrealized
BRO BROWN & BROWN INC 0.2%
Value ($000) $1,261 Shares 20,858 Est. Cost $55.31 Unrealized +11.2%
AMAT APPLIED MATERIALS 0.2%
Value ($000) $1,229 Shares 15,000 Est. Cost $12.22 Unrealized +665.3%
LINDE PLC 0.2%
Value ($000) $1,198 Shares 4,442 Est. Cost $221.09 Unrealized
NVO NOVO NORDISK 0.2%
Value ($000) $1,165 Shares 11,690 Est. Cost $63.94 Unrealized
STHRX TARGET CORP 0.2%
Value ($000) $1,164 Shares 7,841 Est. Cost $199.28 Unrealized
AFL AFLAC INC 0.2%
Value ($000) $1,094 Shares 19,467 Est. Cost $35.98 Unrealized +51.7%
MEDTRONIC INC 0.2%
Value ($000) $1,080 Shares 13,376 Est. Cost $81.62 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $1,048 Shares 14,810 Est. Cost $44.84 Unrealized +68.9%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $1,034 Shares 4,805 Est. Cost $160.48 Unrealized +37.0%
CRM SALESFORCE.COM INC 0.2%
Value ($000) $1,021 Shares 7,098 Est. Cost $130.13 Unrealized +28.7%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $1,014 Shares 5,457 Est. Cost $39.64 Unrealized -7.4%
CHE CHEMED CORP 0.2%
Value ($000) $980 Shares 2,246 Est. Cost $463.99 Unrealized +2.4%
EFA ISHARES TR MSCI EAFE 0.2%
Value ($000) $973 Shares 17,376 Est. Cost $63.00 Unrealized
IBM INTL BUSINESS MACHS 0.2%
Value ($000) $963 Shares 8,100 Est. Cost $117.76 Unrealized -1.8%
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.2%
Value ($000) $959 Shares 28,253 Est. Cost $43.17 Unrealized
EEM ISHARES MSCI EMERGING 0.2%
Value ($000) $952 Shares 27,276 Est. Cost $48.59 Unrealized
EMR EMERSON ELECTRIC CO 0.2%
Value ($000) $942 Shares 12,861 Est. Cost $51.27 Unrealized +51.4%
AZO AUTOZONE INC 0.2%
Value ($000) $938 Shares 438 Est. Cost $2075.83 Unrealized +4.9%
ADI ANALOG DEVICES 0.2%
Value ($000) $930 Shares 6,671 Est. Cost $129.94 Unrealized +14.6%
CAT CATERPILLAR INC 0.2%
Value ($000) $920 Shares 5,605 Est. Cost $72.30 Unrealized +138.2%
SCHB SCHWAB US BROAD MARKET ETF 0.2%
Value ($000) $884 Shares 21,067 Est. Cost $59.24 Unrealized
CLX CLOROX CO 0.2%
Value ($000) $821 Shares 6,395 Est. Cost $60.58 Unrealized +112.7%
BRK/A BERKSHIRE HATHAWAY CL A 0.2%
Value ($000) $813 Shares 2 Est. Cost $165023.42 Unrealized +159.4%
GRMN GARMIN LTD 0.2%
Value ($000) $811 Shares 10,100 Est. Cost $135.72 Unrealized -35.4%
WTRG ESSENTIALS UTILITIES INC 0.1%
Value ($000) $792 Shares 19,145 Est. Cost $47.18 Unrealized +2.7%
CDNS CADENCE DESIGN SYSTEMS 0.1%
Value ($000) $778 Shares 4,760 Est. Cost $67.91 Unrealized +153.2%
BMY BRISTOL-MYERS SQUIBB 0.1%
Value ($000) $771 Shares 10,845 Est. Cost $39.19 Unrealized +59.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $761 Shares 6,763 Est. Cost $70.99 Unrealized +61.0%
XLC SPDR COMMUNICATIONS SELECT SECTOR 0.1%
Value ($000) $757 Shares 15,810 Est. Cost $80.49 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.1%
Value ($000) $744 Shares 3,570 Est. Cost $234.88 Unrealized
T AT&T CORP COM NEW 0.1%
Value ($000) $741 Shares 48,278 Est. Cost $12.21 Unrealized +23.5%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $739 Shares 3,050 Est. Cost $87.87 Unrealized +194.8%
ROL ROLLINS INC 0.1%
Value ($000) $733 Shares 21,131 Est. Cost $24.25 Unrealized +42.4%
REGN REGENERON PHARMS INC 0.1%
Value ($000) $723 Shares 1,049 Est. Cost $409.30 Unrealized +52.9%
A AGILENT TECHNOLOGIES INC. 0.1%
Value ($000) $709 Shares 5,834 Est. Cost $117.78 Unrealized +6.5%
PSX PHILLIPS 66 0.1%
Value ($000) $699 Shares 8,664 Est. Cost $53.48 Unrealized +41.0%
ECL ECOLAB INC 0.1%
Value ($000) $684 Shares 4,739 Est. Cost $91.94 Unrealized +69.8%
TD TORONTO DOMINION BANK 0.1%
Value ($000) $682 Shares 11,124 Est. Cost $47.23 Unrealized +37.1%
AMN AMN HEALTHCARE SERVICES INC 0.1%
Value ($000) $662 Shares 6,250 Est. Cost $109.61 Unrealized 0.0%
NVDA NVIDIA CORP 0.1%
Value ($000) $638 Shares 5,259 Est. Cost $17.00 Unrealized -7.2%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $632 Shares 6,025 Est. Cost $82.75 Unrealized +22.9%
TSM TAIWAN SEMICONDUCTOR 0.1%
Value ($000) $611 Shares 8,915 Est. Cost $107.38 Unrealized
CTSH COGNIZANT TECH SOL C 0.1%
Value ($000) $601 Shares 10,460 Est. Cost $69.70 Unrealized -11.1%
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $596 Shares 2,367 Est. Cost $101.79 Unrealized +146.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $564 Shares 11,198 Est. Cost $23.71 Unrealized -6.2%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $555 Shares 2,615 Est. Cost $98.96 Unrealized +113.1%
ULST SPDR SSgA ULTRA SHORT TERM 0.1%
Value ($000) $532 Shares 13,335 Est. Cost $40.42 Unrealized
CE CELANESE CORP 0.1%
Value ($000) $530 Shares 5,863 Est. Cost $72.31 Unrealized +43.8%
BIL SPDR BARCLAYS 1-3 MO 0.1%
Value ($000) $525 Shares 5,730 Est. Cost $91.47 Unrealized
JKHY HENRY JACK & ASSOCIATES INC 0.1%
Value ($000) $496 Shares 2,721 Est. Cost $85.26 Unrealized +120.2%
LAM RESEARCH CORP 0.1%
Value ($000) $494 Shares 1,350 Est. Cost $256.00 Unrealized
WMT WAL-MART STORES INC 0.1%
Value ($000) $482 Shares 3,720 Est. Cost $39.06 Unrealized +7.5%
CARR CARRIER GLOBAL CORP 0.1%
Value ($000) $470 Shares 13,232 Est. Cost $22.98 Unrealized +63.7%
ORCL ORACLE 0.1%
Value ($000) $467 Shares 7,647 Est. Cost $35.58 Unrealized +97.2%
GL GLOBE LIFE INC 0.1%
Value ($000) $464 Shares 4,658 Est. Cost $86.97 Unrealized +12.2%
NUE NUCOR CORP 0.1%
Value ($000) $460 Shares 4,300 Est. Cost $98.95 Unrealized +20.4%
USB US BANCORP 0.1%
Value ($000) $457 Shares 11,328 Est. Cost $28.56 Unrealized +37.3%
ETN EATON CORP PLC 0.1%
Value ($000) $450 Shares 3,377 Est. Cost $113.28 Unrealized +17.8%
PLD PROLOGIS INC 0.1%
Value ($000) $431 Shares 4,247 Est. Cost $131.79 Unrealized -15.4%
LLY ELI LILLY & COMPANY 0.1%
Value ($000) $430 Shares 1,330 Est. Cost $245.60 Unrealized +25.4%
FRCB FIRST REPUBLIC BANK 0.1%
Value ($000) $424 Shares 3,243 Est. Cost $190.70 Unrealized -19.8%
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $423 Shares 3,797 Est. Cost $82.22 Unrealized
MCO MOODY'S CORP 0.1%
Value ($000) $417 Shares 1,717 Est. Cost $309.09 Unrealized -8.7%
DOW DOW INC 0.1%
Value ($000) $417 Shares 9,495 Est. Cost $37.93 Unrealized +9.3%
KLAC KLA CORP 0.1%
Value ($000) $406 Shares 1,340 Est. Cost $257.23 Unrealized +30.1%
LECO LINCOLN ELECTRIC HOLDINGS INC 0.1%
Value ($000) $377 Shares 3,000 Est. Cost $71.65 Unrealized +88.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $377 Shares 3,360 Est. Cost $27.39 Unrealized +309.3%
PYPL PAYPAL HOLDINGS 0.1%
Value ($000) $377 Shares 4,390 Est. Cost $81.11 Unrealized +9.1%
ASML ASML HOLDING NV 0.1%
Value ($000) $368 Shares 886 Est. Cost $463.91 Unrealized
LQD ISHARES IBOX INVESTMENT GRADE CORPORATE BOND 0.1%
Value ($000) $367 Shares 3,581 Est. Cost $137.99 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $366 Shares 3,572 Est. Cost $79.66 Unrealized +10.7%
UNILEVER PLC SPSD ADR 0.1%
Value ($000) $363 Shares 8,276 Est. Cost $42.19 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $362 Shares 1,365 Est. Cost $246.38 Unrealized +13.4%
BSV VANGUARD SHORT-TERM BOND INDEX ETF 0.1%
Value ($000) $357 Shares 4,764 Est. Cost $81.98 Unrealized
BOH BANK HAWAII CORP 0.1%
Value ($000) $343 Shares 4,500 Est. Cost $48.33 Unrealized +38.5%
UTMD UTAH MEDICAL PRODUCTS 0.1%
Value ($000) $341 Shares 4,000 Est. Cost $47.08 Unrealized +87.5%
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $337 Shares 1,645 Est. Cost $180.50 Unrealized
QQQJ INVESCO ETF T NASDAQ NEXT GENERATION 0.1%
Value ($000) $336 Shares 15,150 Est. Cost $32.53 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $331 Shares 1,577 Est. Cost $63.41 Unrealized +251.4%
DIA SPDR DOW JONES IND AVE 0.1%
Value ($000) $329 Shares 1,145 Est. Cost $204.96 Unrealized
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $323 Shares 2,375 Est. Cost $133.82 Unrealized 0.0%
AEP AMERICAN ELECTRIC POWER 0.1%
Value ($000) $317 Shares 3,666 Est. Cost $35.52 Unrealized +145.3%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $311 Shares 1,886 Est. Cost $220.52 Unrealized
NVS NOVARTIS AG SPONS ADR 0.1%
Value ($000) $310 Shares 4,075 Est. Cost $79.88 Unrealized
NTRS NORTHERN TRUST CORP 0.1%
Value ($000) $308 Shares 3,594 Est. Cost $55.21 Unrealized +56.3%
SCHA SCHWAB US SMALL CAP ETF 0.1%
Value ($000) $302 Shares 8,000 Est. Cost $56.72 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $301 Shares 3,525 Est. Cost $83.60 Unrealized +10.2%
CMI CUMMINS INC 0.1%
Value ($000) $287 Shares 1,410 Est. Cost $99.36 Unrealized +97.4%
BKNG BOOKING HOLDINGS INC 0.1%
Value ($000) $286 Shares 174 Est. Cost $1906.37 Unrealized -3.1%
BA BOEING CO 0.1%
Value ($000) $285 Shares 2,354 Est. Cost $190.72 Unrealized -19.6%
ALL ALLSTATE CORP 0.1%
Value ($000) $284 Shares 2,283 Est. Cost $90.82 Unrealized +26.2%
TTEK TETRA TECH INC 0.1%
Value ($000) $284 Shares 2,210 Est. Cost $25.16 Unrealized +11.2%
CSL CARLISLE COMPANIES 0.1%
Value ($000) $280 Shares 1,000 Est. Cost $224.06 Unrealized +22.9%
SUSA ISHRES MSCI USA ESG SELECT 0.1%
Value ($000) $277 Shares 3,651 Est. Cost $96.85 Unrealized
SCHM SCHWAB US MID CAP ETF 0.1%
Value ($000) $276 Shares 4,559 Est. Cost $52.80 Unrealized
SO SOUTHERN CO 0.1%
Value ($000) $275 Shares 4,050 Est. Cost $27.61 Unrealized +142.5%
SPIB SPDR PORTFOLIO INTERM TERM CORP BD ETF 0.1%
Value ($000) $272 Shares 8,698 Est. Cost $36.57 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL INC 0.1%
Value ($000) $271 Shares 250 Est. Cost $743.93 Unrealized +67.0%
FTV FORTIVE CORP 0.1%
Value ($000) $271 Shares 4,649 Est. Cost $36.53 Unrealized +26.1%
SCHX SCHWAB US LARGE CAP ETF 0.1%
Value ($000) $270 Shares 6,380 Est. Cost $59.53 Unrealized
CI CIGNA CORP 0.1%
Value ($000) $269 Shares 969 Est. Cost $241.40 Unrealized +9.7%
VOT VANGUARD MID-CAP GROWTH 0.0%
Value ($000) $254 Shares 1,490 Est. Cost $212.89 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $251 Shares 3,932 Est. Cost $47.48 Unrealized +45.9%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $249 Shares 3,550 Est. Cost $51.20 Unrealized +41.5%
FAST FASTENAL 0.0%
Value ($000) $249 Shares 5,400 Est. Cost $11.39 Unrealized +103.7%
DEO DIAGEO PLC SPSD 1 AD 0.0%
Value ($000) $242 Shares 1,425 Est. Cost $125.52 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $242 Shares 4,227 Est. Cost $43.54 Unrealized +29.0%
RVTY PERKINELMER INC 0.0%
Value ($000) $241 Shares 2,000 Est. Cost $128.83 Unrealized +8.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $238 Shares 2,830 Est. Cost $66.33 Unrealized +18.1%
IVV ISHARES CORE S&P 500 0.0%
Value ($000) $236 Shares 658 Est. Cost $428.05 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $235 Shares 2,785 Est. Cost $81.75 Unrealized 0.0%
LIT GLOBAL X LITHIUM ETF 0.0%
Value ($000) $233 Shares 3,521 Est. Cost $82.50 Unrealized
PPG PPG INDUSTRIES 0.0%
Value ($000) $232 Shares 2,100 Est. Cost $76.12 Unrealized +51.0%
PCAR PACCAR INC 0.0%
Value ($000) $212 Shares 2,533 Est. Cost $48.76 Unrealized +3.2%
IDXX IDEXX LBS CORP 0.0%
Value ($000) $212 Shares 650 Est. Cost $305.81 Unrealized +20.1%
ICLR ICON PLC ADR 0.0%
Value ($000) $211 Shares 1,150 Est. Cost $183.83 Unrealized +18.4%
UFPI UNIVERSAL FOREST PRODUCTS INC 0.0%
Value ($000) $207 Shares 2,870 Est. Cost $83.76 Unrealized -5.0%
FISV FISERV INC 0.0%
Value ($000) $206 Shares 2,200 Est. Cost $105.37 Unrealized -3.3%
MCK MCKESSON CORP 0.0%
Value ($000) $203 Shares 597 Est. Cost $341.28 Unrealized 0.0%
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $202 Shares 3,360 Est. Cost $52.95 Unrealized 0.0%
EW EDWARDS LIFE SCIENCES CORP 0.0%
Value ($000) $201 Shares 2,427 Est. Cost $83.32 Unrealized +15.5%
XLK SPDR TECHNOLOGY SELECT SECTOR 0.0%
Value ($000) $201 Shares 1,696 Est. Cost $173.70 Unrealized