Clarkston Capital Partners, LLC Diversified Active

CIK: 0001562855 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 16, 2022

Total Value ($000): $5,086,896 (100.0% shares, 0.0% debt)

Holdings (175)

CHANGE HEALTHCARE INC 9.9%
Value ($000) $505,266 Shares 18,379,976 Est. Cost $18.65 Unrealized
LPLA LPL FINL HLDGS INC 8.0%
Value ($000) $406,530 Shares 1,860,718 Est. Cost $89.87 Unrealized +136.7%
CLARIVATE PLC 6.2%
Value ($000) $317,210 Shares 33,781,635 Est. Cost $12.72 Unrealized
TAP MOLSON COORS BEVERAGE CO 5.8%
Value ($000) $296,287 Shares 6,173,932 Est. Cost $44.78 Unrealized +8.8%
WTW WILLIS TOWERS WATSON PLC LTD 4.8%
Value ($000) $245,607 Shares 1,222,289 Est. Cost $199.60 Unrealized -1.2%
STERICYCLE INC 4.7%
Value ($000) $239,339 Shares 5,683,657 Est. Cost $54.24 Unrealized
AMG AFFILIATED MANAGERS GROUP IN 4.6%
Value ($000) $232,355 Shares 2,077,383 Est. Cost $101.75 Unrealized +23.2%
POST POST HLDGS INC 4.3%
Value ($000) $219,967 Shares 2,685,471 Est. Cost $62.36 Unrealized +38.7%
OPTU ALTICE USA INC 4.0%
Value ($000) $201,954 Shares 34,640,405 Est. Cost $12.69 Unrealized -24.5%
USFD US FOODS HLDG CORP 4.0%
Value ($000) $201,790 Shares 7,631,985 Est. Cost $28.57 Unrealized +8.6%
NIELSEN HLDGS PLC 3.8%
Value ($000) $195,182 Shares 7,041,183 Est. Cost $20.78 Unrealized
HILLENBRAND INC 3.7%
Value ($000) $186,898 Shares 5,089,819 Est. Cost $627.73 Unrealized
BRO BROWN & BROWN INC 3.5%
Value ($000) $178,716 Shares 2,954,964 Est. Cost $22.88 Unrealized +168.9%
SYY SYSCO CORP 3.1%
Value ($000) $158,466 Shares 2,241,074 Est. Cost $53.47 Unrealized +41.6%
BEN FRANKLIN RESOURCES INC 2.9%
Value ($000) $148,558 Shares 6,903,235 Est. Cost $17.25 Unrealized +24.0%
CHRW C H ROBINSON WORLDWIDE INC 2.2%
Value ($000) $111,177 Shares 1,154,364 Est. Cost $84.62 Unrealized +16.6%
WLY WILEY JOHN & SONS INC 2.0%
Value ($000) $103,588 Shares 2,757,929 Est. Cost $34.29 Unrealized +21.9%
IAA INC 1.9%
Value ($000) $99,107 Shares 3,111,680 Est. Cost $37.63 Unrealized
ENERGIZER HLDGS INC NEW 1.9%
Value ($000) $95,137 Shares 3,784,281 Est. Cost $25.14 Unrealized
EPAC ENERPAC TOOL GROUP CORP 1.8%
Value ($000) $90,182 Shares 5,057,859 Est. Cost $21.18 Unrealized -8.6%
FDX FEDEX CORP 1.7%
Value ($000) $84,307 Shares 567,840 Est. Cost $229.48 Unrealized -14.7%
APAM ARTISAN PARTNERS ASSET MGMT 1.3%
Value ($000) $64,557 Shares 2,397,233 Est. Cost $28.66 Unrealized -8.3%
BUD ANHEUSER BUSCH INBEV SA/NV 1.2%
Value ($000) $62,455 Shares 1,382,965 Est. Cost $67.17 Unrealized
SCHW SCHWAB CHARLES CORP 1.1%
Value ($000) $55,850 Shares 777,102 Est. Cost $34.41 Unrealized +92.4%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $32,685 Shares 242,270 Est. Cost $75.58 Unrealized +91.8%
MAA MID-AMER APT CMNTYS INC 0.6%
Value ($000) $32,565 Shares 210,000 Est. Cost $105.27 Unrealized +43.4%
PEP PEPSICO INC 0.6%
Value ($000) $28,384 Shares 173,858 Est. Cost $82.66 Unrealized +86.8%
GE GENERAL ELECTRIC CO 0.6%
Value ($000) $28,340 Shares 457,765 Est. Cost $61.16 Unrealized -29.3%
MSFT MICROSOFT CORP 0.5%
Value ($000) $26,675 Shares 114,535 Est. Cost $75.53 Unrealized +240.1%
AAPL APPLE INC 0.5%
Value ($000) $24,426 Shares 176,747 Est. Cost $135.53 Unrealized +13.8%
LW LAMB WESTON HLDGS INC 0.5%
Value ($000) $24,372 Shares 314,970 Est. Cost $58.20 Unrealized +26.7%
COF CAPITAL ONE FINL CORP 0.5%
Value ($000) $24,249 Shares 263,093 Est. Cost $81.07 Unrealized +23.7%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $22,922 Shares 141,899 Est. Cost $77.77 Unrealized +106.4%
DIS DISNEY WALT CO 0.4%
Value ($000) $21,185 Shares 224,585 Est. Cost $111.90 Unrealized -6.6%
PAYX PAYCHEX INC 0.4%
Value ($000) $20,990 Shares 187,059 Est. Cost $48.88 Unrealized +129.3%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $18,424 Shares 112,784 Est. Cost $140.35 Unrealized +8.9%
USB US BANCORP DEL 0.3%
Value ($000) $17,207 Shares 426,756 Est. Cost $31.92 Unrealized +22.9%
DEO DIAGEO PLC 0.3%
Value ($000) $16,626 Shares 97,910 Est. Cost $159.58 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $15,620 Shares 163,303 Est. Cost $110.68 Unrealized -0.6%
MMM 3M CO 0.3%
Value ($000) $14,568 Shares 131,837 Est. Cost $118.06 Unrealized -18.3%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $14,132 Shares 111,937 Est. Cost $74.77 Unrealized +74.7%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $11,793 Shares 41,474 Est. Cost $329.81 Unrealized -1.4%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $11,780 Shares 401,649 Est. Cost $41.28 Unrealized -18.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $11,349 Shares 140,541 Est. Cost $91.99 Unrealized -12.2%
NFLX NETFLIX INC 0.2%
Value ($000) $11,335 Shares 48,142 Est. Cost $22.17 Unrealized +0.2%
SERVISFIRST BANCSHARES INC 0.2%
Value ($000) $9,600 Shares 120,000 Est. Cost $95.29 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $9,009 Shares 56,229 Est. Cost $123.02 Unrealized +27.2%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $6,409 Shares 19,520 Est. Cost $916.85 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $6,305 Shares 75,325 Est. Cost $116.12 Unrealized -24.8%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $6,278 Shares 88,082 Est. Cost $78.40 Unrealized -1.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $4,969 Shares 208,950 Est. Cost $23.70 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $3,523 Shares 88,082 Est. Cost $36.44 Unrealized +9.9%
PFE PFIZER INC 0.1%
Value ($000) $3,468 Shares 79,248 Est. Cost $34.37 Unrealized +17.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $3,234 Shares 10,000 Est. Cost $248.50 Unrealized +24.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $2,931 Shares 10,000 Est. Cost $319.80 Unrealized -7.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $2,915 Shares 41,000 Est. Cost $49.23 Unrealized +26.5%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $2,831 Shares 5,995 Est. Cost $335.96 Unrealized +48.3%
SO SOUTHERN CO 0.1%
Value ($000) $2,759 Shares 40,580 Est. Cost $46.07 Unrealized +45.3%
MGC VANGUARD WORLD FD 0.1%
Value ($000) $2,615 Shares 20,947 Est. Cost $1062.14 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $2,526 Shares 22,350 Est. Cost $124.64 Unrealized +1.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2,524 Shares 28,909 Est. Cost $57.04 Unrealized +42.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $2,514 Shares 7,039 Est. Cost $374.21 Unrealized
META PLATFORMS INC 0.0%
Value ($000) $2,451 Shares 18,063 Est. Cost $228.04 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $2,199 Shares 16,250 Est. Cost $150.03 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $2,190 Shares 7,938 Est. Cost $195.82 Unrealized +38.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $2,150 Shares 25,900 Est. Cost $67.92 Unrealized +19.2%
NUE NUCOR CORP 0.0%
Value ($000) $2,140 Shares 20,000 Est. Cost $119.11 Unrealized 0.0%
MCK MCKESSON CORP 0.0%
Value ($000) $2,116 Shares 6,225 Est. Cost $214.77 Unrealized +58.9%
NICOLET BANKSHARES INC 0.0%
Value ($000) $2,021 Shares 28,693 Est. Cost $74.18 Unrealized
J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $2,012 Shares 40,120 Est. Cost $50.26 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $1,949 Shares 25,000 Est. Cost $72.86 Unrealized +4.4%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $1,880 Shares 20,210 Est. Cost $86.27 Unrealized +9.0%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $1,831 Shares 9,740 Est. Cost $2131.43 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $1,770 Shares 16,941 Est. Cost $106.67 Unrealized -1.0%
CACC CREDIT ACCEP CORP MICH 0.0%
Value ($000) $1,752 Shares 4,000 Est. Cost $544.73 Unrealized -3.1%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $1,641 Shares 11,424 Est. Cost $122.75 Unrealized +8.2%
KO COCA COLA CO 0.0%
Value ($000) $1,554 Shares 27,744 Est. Cost $50.08 Unrealized +11.9%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $1,548 Shares 51,262 Est. Cost $32.74 Unrealized -6.6%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $1,507 Shares 41,439 Est. Cost $40.61 Unrealized
ISHARES TR 0.0%
Value ($000) $1,487 Shares 28,238 Est. Cost $55.20 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $1,432 Shares 6,208 Est. Cost $110.14 Unrealized +114.5%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $1,431 Shares 5,561 Est. Cost $241.32 Unrealized +13.8%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $1,428 Shares 50,000 Est. Cost $34.12 Unrealized -11.7%
FRME FIRST MERCHANTS CORP 0.0%
Value ($000) $1,342 Shares 34,696 Est. Cost $34.25 Unrealized +1.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $1,302 Shares 10,000 Est. Cost $160.41 Unrealized -12.7%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $1,204 Shares 7,046 Est. Cost $3406.01 Unrealized
HOLLY ENERGY PARTNERS L P 0.0%
Value ($000) $1,168 Shares 71,200 Est. Cost $25.08 Unrealized
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $1,167 Shares 50,000 Est. Cost $31.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $1,105 Shares 9,298 Est. Cost $97.88 Unrealized +18.1%
BIDU BAIDU INC 0.0%
Value ($000) $1,104 Shares 9,400 Est. Cost $172.55 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $1,069 Shares 2,981 Est. Cost $424.80 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $1,064 Shares 12,354 Est. Cost $70.11 Unrealized +14.7%
SYK STRYKER CORPORATION 0.0%
Value ($000) $1,041 Shares 5,140 Est. Cost $153.02 Unrealized +32.7%
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $998 Shares 27,363 Est. Cost $831.70 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $961 Shares 4,569 Est. Cost $216.23 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $858 Shares 10,000 Est. Cost $90.96 Unrealized -10.4%
FICO FAIR ISAAC CORP 0.0%
Value ($000) $845 Shares 2,050 Est. Cost $475.37 Unrealized -4.5%
F FORD MTR CO DEL 0.0%
Value ($000) $843 Shares 75,260 Est. Cost $8.76 Unrealized +24.1%
AGNC AGNC INVT CORP 0.0%
Value ($000) $842 Shares 100,000 Est. Cost $11.70 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $841 Shares 3,171 Est. Cost $243.77 Unrealized +14.6%
GOOG ALPHABET INC 0.0%
Value ($000) $823 Shares 8,560 Est. Cost $108.35 Unrealized +2.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $813 Shares 5,252 Est. Cost $35.26 Unrealized +330.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $804 Shares 3,010 Est. Cost $221.83 Unrealized +28.3%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $781 Shares 3,454 Est. Cost $158.31 Unrealized +38.4%
V VISA INC 0.0%
Value ($000) $757 Shares 4,264 Est. Cost $168.78 Unrealized +17.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $732 Shares 4,050 Est. Cost $185.23 Unrealized -1.9%
ABT ABBOTT LABS 0.0%
Value ($000) $650 Shares 6,721 Est. Cost $79.64 Unrealized +25.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $616 Shares 5,356 Est. Cost $59.39 Unrealized +93.3%
J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $615 Shares 12,231 Est. Cost $50.63 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $615 Shares 37,353 Est. Cost $17.59 Unrealized -5.0%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $607 Shares 1,976 Est. Cost $359.40 Unrealized
DRAFTKINGS INC NEW 0.0%
Value ($000) $588 Shares 38,835 Est. Cost $11.66 Unrealized
DVA DAVITA INC 0.0%
Value ($000) $576 Shares 6,954 Est. Cost $111.11 Unrealized -21.1%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $576 Shares 8,668 Est. Cost $60.72 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $563 Shares 3,900 Est. Cost $134.38 Unrealized +13.9%
ETF MANAGERS TR 0.0%
Value ($000) $559 Shares 12,880 Est. Cost $54.90 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $552 Shares 2,945 Est. Cost $303.18 Unrealized -29.2%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $547 Shares 777 Est. Cost $31.12 Unrealized +49.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $522 Shares 5,469 Est. Cost $62.28 Unrealized +40.7%
ABBV ABBVIE INC 0.0%
Value ($000) $490 Shares 3,650 Est. Cost $89.43 Unrealized +42.1%
IJH ISHARES TR 0.0%
Value ($000) $488 Shares 2,225 Est. Cost $268.22 Unrealized
IWM ISHARES TR 0.0%
Value ($000) $487 Shares 2,950 Est. Cost $207.35 Unrealized
PIMCO MUN INCOME FD II 0.0%
Value ($000) $477 Shares 50,000 Est. Cost $9.54 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $466 Shares 1,805 Est. Cost $142.49 Unrealized +68.9%
ATI PHYSICAL THERAPY INC 0.0%
Value ($000) $442 Shares 442,031 Est. Cost $1.41 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $427 Shares 2,875 Est. Cost $163.21 Unrealized -12.4%
EEM ISHARES TR 0.0%
Value ($000) $427 Shares 12,250 Est. Cost $45.70 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $423 Shares 5,780 Est. Cost $77.81 Unrealized -0.2%
CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $418 Shares 1,377 Est. Cost $652.14 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $406 Shares 1 Est. Cost $485492.47 Unrealized -11.8%
UNITED STS 12 MONTH OIL FD L 0.0%
Value ($000) $406 Shares 12,500 Est. Cost $37.20 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $378 Shares 8,500 Est. Cost $40.72 Unrealized +25.2%
ORCL ORACLE CORP 0.0%
Value ($000) $375 Shares 6,143 Est. Cost $60.85 Unrealized +15.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $374 Shares 737 Est. Cost $434.96 Unrealized +27.4%
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $355 Shares 5,500 Est. Cost $62.43 Unrealized +1.9%
EFA ISHARES TR 0.0%
Value ($000) $353 Shares 6,302 Est. Cost $73.43 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $353 Shares 13,685 Est. Cost $52.82 Unrealized -38.8%
QCOM QUALCOMM INC 0.0%
Value ($000) $350 Shares 3,100 Est. Cost $129.16 Unrealized -1.6%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $342 Shares 2,000 Est. Cost $114.59 Unrealized +50.0%
WMT WALMART INC 0.0%
Value ($000) $337 Shares 2,598 Est. Cost $43.45 Unrealized -3.3%
CMA COMERICA INC 0.0%
Value ($000) $334 Shares 4,700 Est. Cost $26.51 Unrealized +149.5%
CASH PATHWARD FINANCIAL INC 0.0%
Value ($000) $330 Shares 10,000 Est. Cost $41.90 Unrealized -15.3%
DXCM DEXCOM INC 0.0%
Value ($000) $322 Shares 4,000 Est. Cost $80.31 Unrealized +5.5%
ADC AGREE RLTY CORP 0.0%
Value ($000) $318 Shares 4,700 Est. Cost $66.30 Unrealized
SDCCQ SMILEDIRECTCLUB INC 0.0%
Value ($000) $314 Shares 347,016 Est. Cost $9.95 Unrealized -87.8%
SPDR SER TR 0.0%
Value ($000) $295 Shares 3,500 Est. Cost $117.43 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $261 Shares 5,500 Est. Cost $43.33 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $258 Shares 1,725 Est. Cost $105.23 Unrealized +44.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $252 Shares 6,500 Est. Cost $37.97 Unrealized +5.6%
ACWI ISHARES TR 0.0%
Value ($000) $218 Shares 2,798 Est. Cost $80.88 Unrealized
UFPI UFP INDUSTRIES INC 0.0%
Value ($000) $216 Shares 3,000 Est. Cost $62.59 Unrealized +27.1%
UNP UNION PAC CORP 0.0%
Value ($000) $214 Shares 1,100 Est. Cost $213.48 Unrealized -4.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $207 Shares 2,634 Est. Cost $71.85 Unrealized +7.3%
PROSHARES TR 0.0%
Value ($000) $200 Shares 2,500 Est. Cost $94.81 Unrealized
DE DEERE & CO 0.0%
Value ($000) $200 Shares 600 Est. Cost $363.01 Unrealized -10.0%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $197 Shares 4,697 Est. Cost $62.13 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $130 Shares 5,784 Est. Cost $25.13 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value ($000) $126 Shares 700 Est. Cost $175.82 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $126 Shares 1,449 Est. Cost $92.29 Unrealized
SPDR SER TR 0.0%
Value ($000) $100 Shares 900 Est. Cost $127.78 Unrealized
NUVEEN PFD & INCOME OPPORTUN 0.0%
Value ($000) $90 Shares 13,000 Est. Cost $6.92 Unrealized
MOMENTIVE GLOBAL INC 0.0%
Value ($000) $87 Shares 15,000 Est. Cost $21.07 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $84 Shares 586 Est. Cost $138.35 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $83 Shares 2,963 Est. Cost $32.15 Unrealized
SCHO SCHWAB STRATEGIC TR 0.0%
Value ($000) $46 Shares 954 Est. Cost $49.84 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $46 Shares 586 Est. Cost $129.76 Unrealized
SCHV SCHWAB STRATEGIC TR 0.0%
Value ($000) $41 Shares 708 Est. Cost $58.37 Unrealized
IWO ISHARES TR 0.0%
Value ($000) $40 Shares 193 Est. Cost $209.42 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $35 Shares 672 Est. Cost $57.23 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $34 Shares 150 Est. Cost $253.33 Unrealized
PRHI CONIFER HLDGS INC 0.0%
Value ($000) $21 Shares 12,900 Est. Cost $3.53 Unrealized -50.6%
VGK VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $16 Shares 356 Est. Cost $51.10 Unrealized
FXI ISHARES TR 0.0%
Value ($000) $12 Shares 478 Est. Cost $38.87 Unrealized
LANNET INC 0.0%
Value ($000) $5 Shares 10,350 Est. Cost $23.18 Unrealized
TREVENA INC 0.0%
Value ($000) $3 Shares 20,000 Est. Cost $1.80 Unrealized