Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 31, 2024

Total Value ($000): $395,528 (100.0% shares, 0.0% debt)

Holdings (186)

MSFT MICROSOFT CORP 6.4%
Value ($000) $25,488 Shares 67,780 Est. Cost $38.83 Unrealized +802.2%
AAPL APPLE INC 5.0%
Value ($000) $19,593 Shares 101,767 Est. Cost $84.36 Unrealized +116.7%
COST COSTCO WHSL CORP NEW 2.8%
Value ($000) $11,060 Shares 16,756 Est. Cost $224.56 Unrealized +155.4%
IWV ISHARES TR 2.7%
Value ($000) $10,810 Shares 39,489 Est. Cost $142.24 Unrealized
XOM EXXON MOBIL CORP 2.7%
Value ($000) $10,559 Shares 105,615 Est. Cost $54.74 Unrealized +78.3%
UNP UNION PAC CORP 2.1%
Value ($000) $8,196 Shares 33,368 Est. Cost $83.80 Unrealized +149.7%
GOOGL ALPHABET INC 2.0%
Value ($000) $7,950 Shares 56,909 Est. Cost $107.65 Unrealized +23.9%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $7,700 Shares 45,267 Est. Cost $75.49 Unrealized +91.9%
NVO NOVO-NORDISK A S 1.9%
Value ($000) $7,694 Shares 74,376 Est. Cost $76.67 Unrealized
ACN ACCENTURE PLC IRELAND 1.9%
Value ($000) $7,668 Shares 21,851 Est. Cost $149.93 Unrealized +108.6%
WSO WATSCO INC 1.9%
Value ($000) $7,647 Shares 17,847 Est. Cost $187.13 Unrealized +107.0%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $7,442 Shares 47,478 Est. Cost $74.75 Unrealized +92.1%
AMZN AMAZON COM INC 1.9%
Value ($000) $7,389 Shares 48,630 Est. Cost $123.88 Unrealized +13.2%
MRK MERCK & CO INC 1.8%
Value ($000) $7,258 Shares 66,571 Est. Cost $52.23 Unrealized +85.4%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $7,239 Shares 48,532 Est. Cost $76.97 Unrealized +79.0%
V VISA INC 1.8%
Value ($000) $6,992 Shares 26,856 Est. Cost $76.81 Unrealized +216.0%
PG PROCTER AND GAMBLE CO 1.7%
Value ($000) $6,760 Shares 46,129 Est. Cost $65.42 Unrealized +114.9%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value ($000) $6,334 Shares 33,428 Est. Cost $70.89 Unrealized +163.7%
PGR PROGRESSIVE CORP 1.5%
Value ($000) $5,950 Shares 37,354 Est. Cost $58.33 Unrealized +145.7%
ABBV ABBVIE INC 1.5%
Value ($000) $5,858 Shares 37,798 Est. Cost $68.65 Unrealized +97.7%
LIN LINDE PLC 1.4%
Value ($000) $5,695 Shares 13,867 Est. Cost $322.30 Unrealized +19.0%
TXN TEXAS INSTRS INC 1.4%
Value ($000) $5,633 Shares 33,046 Est. Cost $78.58 Unrealized +85.2%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $5,509 Shares 11,125 Est. Cost $17.16 Unrealized +169.8%
CAT CATERPILLAR INC 1.3%
Value ($000) $5,324 Shares 18,006 Est. Cost $72.10 Unrealized +248.4%
AMGN AMGEN INC 1.3%
Value ($000) $5,287 Shares 18,358 Est. Cost $81.66 Unrealized +212.4%
OTIS OTIS WORLDWIDE CORP 1.3%
Value ($000) $5,271 Shares 58,911 Est. Cost $65.16 Unrealized +23.1%
TJX TJX COS INC NEW 1.2%
Value ($000) $4,718 Shares 50,298 Est. Cost $48.98 Unrealized +78.2%
ITW ILLINOIS TOOL WKS INC 1.1%
Value ($000) $4,387 Shares 16,748 Est. Cost $113.40 Unrealized +100.5%
PEP PEPSICO INC 1.1%
Value ($000) $4,359 Shares 25,665 Est. Cost $83.31 Unrealized +84.5%
OKE ONEOK INC NEW 1.1%
Value ($000) $4,188 Shares 59,639 Est. Cost $32.77 Unrealized +84.2%
ABT ABBOTT LABS 1.0%
Value ($000) $4,013 Shares 36,456 Est. Cost $57.26 Unrealized +67.8%
ASML ASML HOLDING N V 1.0%
Value ($000) $3,852 Shares 5,089 Est. Cost $694.43 Unrealized
CB CHUBB LIMITED 1.0%
Value ($000) $3,796 Shares 16,797 Est. Cost $103.39 Unrealized +106.7%
CCI CROWN CASTLE INC 0.9%
Value ($000) $3,743 Shares 32,498 Est. Cost $105.69 Unrealized -14.1%
PANW PALO ALTO NETWORKS INC 0.9%
Value ($000) $3,727 Shares 12,640 Est. Cost $80.51 Unrealized +66.1%
TMO THERMO FISHER SCIENTIFIC INC 0.9%
Value ($000) $3,593 Shares 6,769 Est. Cost $258.96 Unrealized +85.6%
HON HONEYWELL INTL INC 0.9%
Value ($000) $3,541 Shares 16,884 Est. Cost $74.04 Unrealized +132.8%
KO COCA COLA CO 0.8%
Value ($000) $3,286 Shares 55,760 Est. Cost $37.88 Unrealized +40.6%
MKC MCCORMICK & CO INC 0.8%
Value ($000) $3,080 Shares 45,009 Est. Cost $58.97 Unrealized +5.0%
AWK AMERICAN WTR WKS CO INC NEW 0.8%
Value ($000) $3,000 Shares 22,730 Est. Cost $119.28 Unrealized +0.6%
CCOI COGENT COMMUNICATIONS HLDGS 0.7%
Value ($000) $2,959 Shares 38,899 Est. Cost $46.75 Unrealized +25.5%
EQNR EQUINOR ASA 0.7%
Value ($000) $2,911 Shares 92,016 Est. Cost $22.97 Unrealized
BROOKFIELD INFRASTRUCTURE CO 0.7%
Value ($000) $2,807 Shares 79,565 Est. Cost $38.67 Unrealized
LLY ELI LILLY & CO 0.7%
Value ($000) $2,755 Shares 4,727 Est. Cost $103.06 Unrealized +458.0%
IBM INTERNATIONAL BUSINESS MACHS 0.7%
Value ($000) $2,595 Shares 15,867 Est. Cost $104.12 Unrealized +35.9%
CAC CAMDEN NATL CORP 0.6%
Value ($000) $2,564 Shares 68,143 Est. Cost $26.56 Unrealized +11.0%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $2,543 Shares 17,251 Est. Cost $89.30 Unrealized +32.0%
IVV ISHARES TR 0.6%
Value ($000) $2,456 Shares 5,142 Est. Cost $346.67 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $2,402 Shares 8,100 Est. Cost $90.47 Unrealized +185.9%
EMR EMERSON ELEC CO 0.6%
Value ($000) $2,387 Shares 24,522 Est. Cost $48.58 Unrealized +81.3%
TPL TEXAS PACIFIC LAND CORPORATI 0.6%
Value ($000) $2,319 Shares 1,475 Est. Cost $117.17 Unrealized +57.8%
GOOG ALPHABET INC 0.6%
Value ($000) $2,232 Shares 15,841 Est. Cost $108.30 Unrealized +24.4%
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $2,103 Shares 9,985 Est. Cost $202.36 Unrealized -11.1%
NVS NOVARTIS AG 0.5%
Value ($000) $2,042 Shares 20,227 Est. Cost $78.20 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,826 Shares 36,338 Est. Cost $27.94 Unrealized +43.3%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,763 Shares 7,566 Est. Cost $138.72 Unrealized +60.1%
MMM 3M CO 0.4%
Value ($000) $1,716 Shares 15,694 Est. Cost $122.87 Unrealized -38.5%
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $1,700 Shares 17,514 Est. Cost $48.48 Unrealized +73.0%
TOTALENERGIES SE 0.4%
Value ($000) $1,577 Shares 23,405 Est. Cost $47.07 Unrealized
FICO FAIR ISAAC CORP 0.4%
Value ($000) $1,531 Shares 1,315 Est. Cost $221.97 Unrealized +353.4%
CRSP CRISPR THERAPEUTICS AG 0.4%
Value ($000) $1,515 Shares 24,195 Est. Cost $24.76 Unrealized +122.2%
HD HOME DEPOT INC 0.4%
Value ($000) $1,514 Shares 4,368 Est. Cost $177.58 Unrealized +65.4%
CMI CUMMINS INC 0.4%
Value ($000) $1,503 Shares 6,275 Est. Cost $227.45 Unrealized -4.7%
SHEL SHELL PLC 0.4%
Value ($000) $1,488 Shares 22,607 Est. Cost $55.05 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $1,467 Shares 6,341 Est. Cost $119.66 Unrealized +75.8%
TGT TARGET CORP 0.4%
Value ($000) $1,412 Shares 9,915 Est. Cost $114.35 Unrealized -1.2%
NKE NIKE INC 0.3%
Value ($000) $1,379 Shares 12,698 Est. Cost $50.96 Unrealized +102.1%
DEO DIAGEO PLC 0.3%
Value ($000) $1,366 Shares 9,380 Est. Cost $143.49 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,351 Shares 16,951 Est. Cost $48.83 Unrealized +46.9%
RTX RTX CORPORATION 0.3%
Value ($000) $1,299 Shares 15,436 Est. Cost $55.06 Unrealized +37.3%
BNS BANK NOVA SCOTIA HALIFAX 0.3%
Value ($000) $1,265 Shares 25,986 Est. Cost $41.01 Unrealized -3.6%
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $1,264 Shares 16,579 Est. Cost $67.04 Unrealized +3.8%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $1,248 Shares 3,048 Est. Cost $193.27 Unrealized
AMAT APPLIED MATLS INC 0.3%
Value ($000) $1,244 Shares 7,676 Est. Cost $83.57 Unrealized +72.5%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,173 Shares 9,191 Est. Cost $63.26 Unrealized +44.6%
SO SOUTHERN CO 0.3%
Value ($000) $1,151 Shares 16,421 Est. Cost $30.22 Unrealized +111.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $1,137 Shares 2,508 Est. Cost $399.69 Unrealized +4.4%
ROST ROSS STORES INC 0.3%
Value ($000) $1,098 Shares 7,935 Est. Cost $85.31 Unrealized +42.7%
NEM NEWMONT CORP 0.3%
Value ($000) $1,083 Shares 26,175 Est. Cost $48.44 Unrealized -24.0%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $1,081 Shares 16,200 Est. Cost $43.19 Unrealized +32.8%
EL LAUDER ESTEE COS INC 0.3%
Value ($000) $1,048 Shares 7,163 Est. Cost $139.15 Unrealized -8.6%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,042 Shares 20,305 Est. Cost $33.63 Unrealized +39.8%
PFF ISHARES TR 0.3%
Value ($000) $1,013 Shares 32,464 Est. Cost $37.75 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,000 Shares 16,465 Est. Cost $65.74 Unrealized -18.7%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $999 Shares 3,650 Est. Cost $221.64 Unrealized +17.0%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $996 Shares 2,336 Est. Cost $222.51 Unrealized +78.5%
ADBE ADOBE INC 0.3%
Value ($000) $990 Shares 1,659 Est. Cost $387.01 Unrealized +49.0%
CRM SALESFORCE INC 0.2%
Value ($000) $937 Shares 3,559 Est. Cost $228.74 Unrealized -2.2%
IJH ISHARES TR 0.2%
Value ($000) $934 Shares 3,371 Est. Cost $200.71 Unrealized
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $929 Shares 9,875 Est. Cost $56.51 Unrealized +48.1%
CHD CHURCH & DWIGHT CO INC 0.2%
Value ($000) $928 Shares 9,813 Est. Cost $39.94 Unrealized +123.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $909 Shares 6,283 Est. Cost $85.86 Unrealized +37.8%
STAG STAG INDL INC 0.2%
Value ($000) $905 Shares 23,046 Est. Cost $45.92 Unrealized
CI THE CIGNA GROUP 0.2%
Value ($000) $873 Shares 2,914 Est. Cost $190.77 Unrealized +47.2%
SYY SYSCO CORP 0.2%
Value ($000) $848 Shares 11,602 Est. Cost $53.87 Unrealized +20.5%
DD DUPONT DE NEMOURS INC 0.2%
Value ($000) $846 Shares 11,002 Est. Cost $27.24 Unrealized +6.5%
MO ALTRIA GROUP INC 0.2%
Value ($000) $843 Shares 20,895 Est. Cost $26.47 Unrealized +31.5%
MKC/V MCCORMICK & CO INC 0.2%
Value ($000) $818 Shares 12,030 Est. Cost $74.55 Unrealized -16.2%
BMO BANK MONTREAL QUE 0.2%
Value ($000) $805 Shares 8,139 Est. Cost $60.92 Unrealized +25.7%
BTI BRITISH AMERN TOB PLC 0.2%
Value ($000) $795 Shares 27,146 Est. Cost $38.75 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $784 Shares 825 Est. Cost $24.73 Unrealized +155.6%
GXO GXO LOGISTICS INCORPORATED 0.2%
Value ($000) $776 Shares 12,680 Est. Cost $87.68 Unrealized -36.1%
ORCL ORACLE CORP 0.2%
Value ($000) $761 Shares 7,223 Est. Cost $42.46 Unrealized +151.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $759 Shares 3,365 Est. Cost $75.33 Unrealized +163.5%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $696 Shares 3,716 Est. Cost $102.41 Unrealized +53.3%
MRNA MODERNA INC 0.2%
Value ($000) $692 Shares 6,963 Est. Cost $191.91 Unrealized -56.2%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $690 Shares 3,850 Est. Cost $149.79 Unrealized +8.5%
T AT&T INC 0.2%
Value ($000) $679 Shares 40,482 Est. Cost $13.13 Unrealized +8.2%
PFE PFIZER INC 0.2%
Value ($000) $658 Shares 22,841 Est. Cost $22.03 Unrealized +19.8%
IJR ISHARES TR 0.2%
Value ($000) $644 Shares 5,951 Est. Cost $94.32 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value ($000) $628 Shares 5,304 Est. Cost $64.49 Unrealized +72.5%
AFL AFLAC INC 0.2%
Value ($000) $624 Shares 7,560 Est. Cost $33.00 Unrealized +133.3%
HSY HERSHEY CO 0.2%
Value ($000) $606 Shares 3,250 Est. Cost $66.27 Unrealized +168.1%
COP CONOCOPHILLIPS 0.2%
Value ($000) $606 Shares 5,220 Est. Cost $36.11 Unrealized +203.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $600 Shares 1,262 Est. Cost $374.00 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $581 Shares 15,423 Est. Cost $31.73 Unrealized -2.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $581 Shares 11,160 Est. Cost $51.03 Unrealized +0.3%
DOW DOW INC 0.1%
Value ($000) $573 Shares 10,455 Est. Cost $36.37 Unrealized +22.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $565 Shares 1,074 Est. Cost $467.15 Unrealized +9.5%
DIS DISNEY WALT CO 0.1%
Value ($000) $564 Shares 6,245 Est. Cost $128.81 Unrealized -33.1%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $556 Shares 7,677 Est. Cost $35.59 Unrealized +80.7%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $544 Shares 20,627 Est. Cost $26.29 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $527 Shares 3,354 Est. Cost $156.06 Unrealized -14.0%
VRSN VERISIGN INC 0.1%
Value ($000) $525 Shares 2,550 Est. Cost $153.45 Unrealized +34.5%
SYK STRYKER CORPORATION 0.1%
Value ($000) $500 Shares 1,670 Est. Cost $157.40 Unrealized +74.6%
RPM RPM INTL INC 0.1%
Value ($000) $487 Shares 4,360 Est. Cost $61.46 Unrealized +64.3%
AVGO BROADCOM INC 0.1%
Value ($000) $486 Shares 435 Est. Cost $47.61 Unrealized +93.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $466 Shares 1,493 Est. Cost $222.80 Unrealized +18.5%
DE DEERE & CO 0.1%
Value ($000) $461 Shares 1,152 Est. Cost $305.31 Unrealized +19.6%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $460 Shares 2,818 Est. Cost $134.10 Unrealized +11.0%
LOW LOWES COS INC 0.1%
Value ($000) $458 Shares 2,058 Est. Cost $104.23 Unrealized +86.8%
CTVA CORTEVA INC 0.1%
Value ($000) $457 Shares 9,539 Est. Cost $26.67 Unrealized +74.5%
GIS GENERAL MLS INC 0.1%
Value ($000) $457 Shares 7,016 Est. Cost $42.65 Unrealized +39.6%
TTC TORO CO 0.1%
Value ($000) $415 Shares 4,325 Est. Cost $60.80 Unrealized +40.9%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $412 Shares 4,525 Est. Cost $60.39 Unrealized +37.5%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $381 Shares 4,705 Est. Cost $56.37 Unrealized +28.1%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $377 Shares 1,000 Est. Cost $308.00 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value ($000) $373 Shares 730 Est. Cost $174.31 Unrealized +147.9%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $366 Shares 1,610 Est. Cost $129.53 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $365 Shares 1,849 Est. Cost $89.24 Unrealized +93.7%
EFA ISHARES TR 0.1%
Value ($000) $365 Shares 4,840 Est. Cost $67.54 Unrealized
SAIA SAIA INC 0.1%
Value ($000) $359 Shares 820 Est. Cost $266.90 Unrealized +51.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $359 Shares 7,112 Est. Cost $23.46 Unrealized +104.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $352 Shares 3,662 Est. Cost $52.15 Unrealized +76.8%
META META PLATFORMS INC 0.1%
Value ($000) $351 Shares 993 Est. Cost $169.12 Unrealized +91.2%
FISV FISERV INC 0.1%
Value ($000) $331 Shares 2,495 Est. Cost $77.91 Unrealized +57.5%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $330 Shares 925 Est. Cost $210.97 Unrealized +66.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $320 Shares 950 Est. Cost $243.83 Unrealized +22.3%
PSX PHILLIPS 66 0.1%
Value ($000) $320 Shares 2,400 Est. Cost $91.37 Unrealized +21.5%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $319 Shares 785 Est. Cost $369.42 Unrealized 0.0%
GSK GSK PLC 0.1%
Value ($000) $311 Shares 8,392 Est. Cost $29.67 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $310 Shares 1,000 Est. Cost $219.91 Unrealized +22.8%
BAX BAXTER INTL INC 0.1%
Value ($000) $306 Shares 7,928 Est. Cost $32.55 Unrealized +3.2%
VLTO VERALTO CORP 0.1%
Value ($000) $303 Shares 3,681 Est. Cost $73.75 Unrealized 0.0%
IDXX IDEXX LABS INC 0.1%
Value ($000) $297 Shares 535 Est. Cost $388.17 Unrealized +20.9%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $295 Shares 2,320 Est. Cost $113.91 Unrealized +0.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $293 Shares 6,680 Est. Cost $34.63 Unrealized +15.8%
AGM FEDERAL AGRIC MTG CORP 0.1%
Value ($000) $291 Shares 1,520 Est. Cost $120.22 Unrealized +26.6%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $284 Shares 3,325 Est. Cost $57.76 Unrealized +27.5%
MPC MARATHON PETE CORP 0.1%
Value ($000) $282 Shares 1,900 Est. Cost $69.68 Unrealized +103.8%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $272 Shares 1,596 Est. Cost $152.17 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $268 Shares 117 Est. Cost $39.56 Unrealized +5.2%
MS MORGAN STANLEY 0.1%
Value ($000) $267 Shares 2,868 Est. Cost $67.30 Unrealized +11.2%
BCE BCE INC 0.1%
Value ($000) $264 Shares 6,703 Est. Cost $29.93 Unrealized +8.5%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $264 Shares 3,408 Est. Cost $71.08 Unrealized -1.8%
WAT WATERS CORP 0.1%
Value ($000) $263 Shares 800 Est. Cost $207.83 Unrealized +32.9%
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $262 Shares 855 Est. Cost $207.72 Unrealized +30.0%
ARCC ARES CAPITAL CORP 0.1%
Value ($000) $261 Shares 13,025 Est. Cost $13.98 Unrealized +14.1%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $256 Shares 1,265 Est. Cost $168.26 Unrealized +6.7%
LAM RESEARCH CORP 0.1%
Value ($000) $255 Shares 325 Est. Cost $642.86 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $251 Shares 5,101 Est. Cost $38.70 Unrealized +6.0%
CVS CVS HEALTH CORP 0.1%
Value ($000) $248 Shares 3,139 Est. Cost $56.02 Unrealized +16.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $239 Shares 1,858 Est. Cost $110.43 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $233 Shares 7,640 Est. Cost $27.18 Unrealized -0.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $232 Shares 1,908 Est. Cost $94.31 Unrealized +17.9%
ATR APTARGROUP INC 0.1%
Value ($000) $223 Shares 1,800 Est. Cost $109.35 Unrealized +11.7%
SPGI S&P GLOBAL INC 0.1%
Value ($000) $221 Shares 501 Est. Cost $388.21 Unrealized 0.0%
MDT MEDTRONIC PLC 0.1%
Value ($000) $220 Shares 2,671 Est. Cost $81.67 Unrealized -12.5%
RVTY REVVITY INC 0.1%
Value ($000) $217 Shares 1,984 Est. Cost $113.55 Unrealized -15.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $216 Shares 2,572 Est. Cost $82.90 Unrealized -8.0%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $215 Shares 245 Est. Cost $781.58 Unrealized +4.8%
XYL XYLEM INC 0.1%
Value ($000) $206 Shares 1,800 Est. Cost $97.38 Unrealized 0.0%
IGSB ISHARES TR 0.1%
Value ($000) $205 Shares 4,000 Est. Cost $54.66 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $92 Shares 14,500 Est. Cost $1.55 Unrealized +332.6%
BRNS BARINTHUS BIOTHERAPEUTICS PL 0.0%
Value ($000) $85 Shares 23,075 Est. Cost $13.41 Unrealized
FURY FURY GOLD MINES LIMITED 0.0%
Value ($000) $6 Shares 11,000 Est. Cost $0.50 Unrealized -22.1%