Aristotle Capital Management, LLC Diversified Active

CIK: 0000860644 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $53,885,177 (100.0% shares, 0.0% debt)

Holdings (176)

MSFT MICROSOFT CORP 4.1%
Value ($000) $2,187,871 Shares 5,200,340 Est. Cost $94.34 Unrealized +323.2%
PH PARKER-HANNIFIN CORP 3.5%
Value ($000) $1,864,271 Shares 3,354,272 Est. Cost $177.15 Unrealized +181.4%
LEN LENNAR CORP 3.3%
Value ($000) $1,793,797 Shares 10,430,308 Est. Cost $50.19 Unrealized +191.4%
MLM MARTIN MARIETTA MATLS INC 3.3%
Value ($000) $1,765,543 Shares 2,875,771 Est. Cost $194.43 Unrealized +177.7%
AMP AMERIPRISE FINL INC 2.8%
Value ($000) $1,494,944 Shares 3,409,689 Est. Cost $116.14 Unrealized +236.5%
WSM WILLIAMS SONOMA INC 2.7%
Value ($000) $1,454,340 Shares 4,580,167 Est. Cost $21.92 Unrealized +415.2%
CTVA CORTEVA INC 2.6%
Value ($000) $1,427,003 Shares 24,744,282 Est. Cost $27.54 Unrealized +83.7%
ADBE ADOBE INC 2.6%
Value ($000) $1,398,383 Shares 2,771,276 Est. Cost $202.43 Unrealized +183.2%
MCHP MICROCHIP TECHNOLOGY INC. 2.5%
Value ($000) $1,333,887 Shares 14,868,916 Est. Cost $53.39 Unrealized +53.4%
QCOM QUALCOMM INC 2.4%
Value ($000) $1,283,277 Shares 7,579,907 Est. Cost $79.68 Unrealized +86.4%
COF CAPITAL ONE FINL CORP 2.4%
Value ($000) $1,270,682 Shares 8,534,368 Est. Cost $88.49 Unrealized +49.0%
ANSYS INC 2.4%
Value ($000) $1,268,216 Shares 3,653,117 Est. Cost $187.44 Unrealized
MRK MERCK & CO INC 2.3%
Value ($000) $1,213,263 Shares 9,194,871 Est. Cost $82.24 Unrealized +40.8%
AMGN AMGEN INC 2.1%
Value ($000) $1,149,725 Shares 4,043,775 Est. Cost $156.59 Unrealized +76.3%
ADSK AUTODESK INC 2.1%
Value ($000) $1,135,458 Shares 4,360,104 Est. Cost $192.30 Unrealized +31.6%
DHR DANAHER CORPORATION 2.1%
Value ($000) $1,121,973 Shares 4,492,937 Est. Cost $94.92 Unrealized +154.4%
BX BLACKSTONE INC 2.1%
Value ($000) $1,111,899 Shares 8,463,873 Est. Cost $106.83 Unrealized +11.1%
XYL XYLEM INC 2.1%
Value ($000) $1,110,780 Shares 8,594,710 Est. Cost $78.21 Unrealized +51.2%
RPM RPM INTL INC 2.1%
Value ($000) $1,109,975 Shares 9,331,478 Est. Cost $73.17 Unrealized +52.0%
ECL ECOLAB INC 2.0%
Value ($000) $1,096,953 Shares 4,750,770 Est. Cost $208.75 Unrealized -0.4%
USB US BANCORP DEL 2.0%
Value ($000) $1,075,601 Shares 24,062,670 Est. Cost $32.52 Unrealized +18.8%
ATO ATMOS ENERGY CORP 1.9%
Value ($000) $1,024,101 Shares 8,615,301 Est. Cost $99.21 Unrealized +10.5%
ALC ALCON AG 1.9%
Value ($000) $1,011,743 Shares 12,147,231 Est. Cost $59.43 Unrealized +34.1%
LOW LOWES COS INC 1.9%
Value ($000) $1,005,278 Shares 3,946,446 Est. Cost $219.30 Unrealized +1.2%
CTRA COTERRA ENERGY INC 1.9%
Value ($000) $998,685 Shares 35,820,824 Est. Cost $13.48 Unrealized +78.2%
KO COCA COLA CO 1.8%
Value ($000) $988,814 Shares 16,162,404 Est. Cost $38.69 Unrealized +46.5%
HON HONEYWELL INTL INC 1.8%
Value ($000) $974,364 Shares 4,747,207 Est. Cost $180.28 Unrealized +0.3%
PG PROCTER AND GAMBLE CO 1.8%
Value ($000) $966,609 Shares 5,957,542 Est. Cost $117.38 Unrealized +27.7%
TOTALENERGIES SE 1.7%
Value ($000) $940,680 Shares 13,666,717 Est. Cost $66.95 Unrealized
SONY SONY GROUP CORP 1.7%
Value ($000) $917,274 Shares 10,698,322 Est. Cost $64.04 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 1.7%
Value ($000) $892,141 Shares 2,078,033 Est. Cost $405.01 Unrealized +5.9%
MGDDY CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA UNSPONS ADR 1.6%
Value ($000) $883,878 Shares 46,081,341 Est. Cost $22.93 Unrealized
PNC PNC FINL SVCS GROUP INC 1.6%
Value ($000) $861,515 Shares 5,331,160 Est. Cost $96.84 Unrealized +45.7%
STZ CONSTELLATION BRANDS INC 1.6%
Value ($000) $858,445 Shares 3,158,837 Est. Cost $212.48 Unrealized +14.5%
GD GENERAL DYNAMICS CORP 1.6%
Value ($000) $839,719 Shares 2,972,572 Est. Cost $127.13 Unrealized +102.9%
OSK OSHKOSH CORP 1.5%
Value ($000) $800,493 Shares 6,418,845 Est. Cost $96.15 Unrealized +11.8%
XEL XCEL ENERGY INC 1.4%
Value ($000) $763,550 Shares 14,205,589 Est. Cost $60.28 Unrealized -11.5%
MDT MEDTRONIC PLC 1.4%
Value ($000) $744,041 Shares 8,537,481 Est. Cost $77.45 Unrealized +4.1%
ELS EQUITY LIFESTYLE PPTYS INC 1.3%
Value ($000) $707,594 Shares 10,987,478 Est. Cost $71.00 Unrealized
CFR CULLEN FROST BANKERS INC 1.3%
Value ($000) $694,849 Shares 6,172,593 Est. Cost $75.28 Unrealized +33.7%
MUFG MITSUBISHI UFJ FINL GROUP IN 1.2%
Value ($000) $661,959 Shares 64,707,607 Est. Cost $5.45 Unrealized
CCI CROWN CASTLE INC 1.2%
Value ($000) $626,806 Shares 5,922,762 Est. Cost $128.28 Unrealized -23.8%
CBSH COMMERCE BANCSHARES INC 0.9%
Value ($000) $463,634 Shares 8,714,922 Est. Cost $45.44 Unrealized +0.8%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $242,355 Shares 699,215 Est. Cost $214.03 Unrealized +65.8%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $170,424 Shares 567,700 Est. Cost $214.57 Unrealized +24.5%
IR INGERSOLL RAND INC 0.3%
Value ($000) $168,552 Shares 1,775,163 Est. Cost $48.94 Unrealized +74.5%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $148,822 Shares 943,465 Est. Cost $139.01 Unrealized 0.0%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.3%
Value ($000) $147,177 Shares 2,091,110 Est. Cost $43.07 Unrealized +51.1%
MURGF MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AG IN MUENCHEN 0.3%
Value ($000) $144,234 Shares 296,214 Est. Cost $232.83 Unrealized +79.3%
BAP CREDICORP LTD 0.3%
Value ($000) $143,589 Shares 847,485 Est. Cost $126.84 Unrealized +17.5%
VLTO VERALTO CORP 0.2%
Value ($000) $134,601 Shares 1,518,172 Est. Cost $73.75 Unrealized +11.5%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $133,035 Shares 495,790 Est. Cost $244.52 Unrealized +1.3%
MURGY MUENCHENER RUECK-UNSPONS ADR 0.2%
Value ($000) $129,199 Shares 2,644,922 Est. Cost $24.20 Unrealized
BN BROOKFIELD CORP 0.2%
Value ($000) $120,955 Shares 2,888,834 Est. Cost $21.90 Unrealized +21.6%
ING ING GROEP N.V. 0.2%
Value ($000) $117,685 Shares 7,136,726 Est. Cost $10.24 Unrealized
BROOKFIELD CORP 0.2%
Value ($000) $116,687 Shares 2,787,757 Est. Cost $41.86 Unrealized
CAMECO CORP 0.2%
Value ($000) $111,808 Shares 2,581,652 Est. Cost $43.31 Unrealized
NEMTF NEMETSCHEK SE 0.2%
Value ($000) $110,601 Shares 1,119,280 Est. Cost $73.36 Unrealized +16.3%
SNEJF SONY GROUP CORP 0.2%
Value ($000) $105,647 Shares 1,231,390 Est. Cost $17.49 Unrealized +5.1%
SAFRY SAFRAN SA SPONS ADR 0.2%
Value ($000) $105,316 Shares 1,856,998 Est. Cost $31.60 Unrealized
DQJCF PAN PACIFIC INTERNATIONAL HOLDINGS CORP 0.2%
Value ($000) $105,262 Shares 3,940,500 Est. Cost $-0.00 Unrealized
LVMHF LVMH MOET HENNESSY LOUIS VUITTON SE 0.2%
Value ($000) $104,540 Shares 116,212 Est. Cost $626.03 Unrealized +30.5%
DQJCY PAN PACIFIC INTERNATIONAL HOLDINGS CORP UNSPONS ADR 0.2%
Value ($000) $104,208 Shares 3,937,503 Est. Cost $20.08 Unrealized
CCJ CAMECO CORP 0.2%
Value ($000) $101,414 Shares 2,341,048 Est. Cost $13.75 Unrealized +217.6%
ASHTEAD GROUP PLC UNSPONS ADR 0.2%
Value ($000) $100,945 Shares 354,205 Est. Cost $168.94 Unrealized
TTE TOTALENERGIES SE 0.2%
Value ($000) $94,403 Shares 1,378,465 Est. Cost $54.82 Unrealized +19.6%
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SE ADR 0.2%
Value ($000) $92,778 Shares 515,026 Est. Cost $107.82 Unrealized
MGDDF CIE GENERALE DES ETABLISSEMENTS MICHELIN SCA 0.2%
Value ($000) $91,392 Shares 2,384,595 Est. Cost $33.83 Unrealized +5.0%
DBSDF DBS GROUP HOLDINGS LTD 0.2%
Value ($000) $88,889 Shares 3,328,972 Est. Cost $17.71 Unrealized +16.6%
MS MORGAN STANLEY 0.2%
Value ($000) $87,286 Shares 927,000 Est. Cost $27.67 Unrealized +200.7%
ALCON INC 0.2%
Value ($000) $86,913 Shares 1,048,215 Est. Cost $69.61 Unrealized
EBKDY ERSTE GROUP BANK AG SPONS ADR 0.2%
Value ($000) $85,731 Shares 3,844,092 Est. Cost $17.91 Unrealized
DSFIY DSM FIRMENICH AG ADR 0.2%
Value ($000) $85,561 Shares 7,325,423 Est. Cost $11.68 Unrealized
ASHTF ASHTEAD GROUP PLC 0.2%
Value ($000) $84,559 Shares 1,187,731 Est. Cost $49.48 Unrealized +30.8%
SAFRF SAFRAN SA 0.2%
Value ($000) $82,644 Shares 364,640 Est. Cost $107.82 Unrealized +85.4%
DBSDY DBS GROUP HOLDINGS LTD SPONS ADR 0.1%
Value ($000) $79,019 Shares 739,971 Est. Cost $77.29 Unrealized
SYIEY SYMRISE AG UNSPONS ADR 0.1%
Value ($000) $78,310 Shares 2,614,172 Est. Cost $27.88 Unrealized
GSK GSK PLC 0.1%
Value ($000) $75,642 Shares 1,764,462 Est. Cost $30.61 Unrealized
HLN HALEON PLC 0.1%
Value ($000) $75,455 Shares 8,887,558 Est. Cost $6.26 Unrealized
GLAXF GSK PLC 0.1%
Value ($000) $73,310 Shares 3,399,097 Est. Cost $16.07 Unrealized +18.6%
OTSKY OTSUKA HOLDINGS CO LTD UNSPONS ADR 0.1%
Value ($000) $73,216 Shares 3,533,921 Est. Cost $19.73 Unrealized
ASAZY ASSA ABLOY AB ADR 0.1%
Value ($000) $72,848 Shares 5,072,972 Est. Cost $12.27 Unrealized
EXPGY EXPERIAN GP LTD ADR 0.1%
Value ($000) $71,366 Shares 1,635,591 Est. Cost $32.35 Unrealized
RKLIF RENTOKIL INITIAL PLC 0.1%
Value ($000) $70,467 Shares 11,834,770 Est. Cost $6.07 Unrealized -23.3%
KDDIF KDDI CORP 0.1%
Value ($000) $68,651 Shares 2,318,270 Est. Cost $32.86 Unrealized -5.4%
HINKF HEINEKEN NV 0.1%
Value ($000) $67,254 Shares 697,674 Est. Cost $90.18 Unrealized +2.8%
OTSKF OTSUKA HOLDINGS CO LTD 0.1%
Value ($000) $66,044 Shares 1,584,200 Est. Cost $33.71 Unrealized +14.3%
ASAZF ASSA ABLOY AB 0.1%
Value ($000) $65,337 Shares 2,267,301 Est. Cost $11.75 Unrealized +60.3%
SYIEF SYMRISE AG 0.1%
Value ($000) $63,746 Shares 533,651 Est. Cost $111.22 Unrealized -3.6%
HEINY HEINEKEN NV SPONS ADR L1 0.1%
Value ($000) $63,686 Shares 1,320,109 Est. Cost $51.68 Unrealized
DSMFF DSM-FIRMENICH AG 0.1%
Value ($000) $63,592 Shares 559,168 Est. Cost $102.29 Unrealized -2.2%
KDDIY KDDI CORP ADR 0.1%
Value ($000) $63,570 Shares 4,306,628 Est. Cost $14.34 Unrealized
AKZOY AKZO NOBEL NV SPONS ADR 0.1%
Value ($000) $63,554 Shares 2,551,870 Est. Cost $30.79 Unrealized
RHHVF ROCHE HOLDING AG 0.1%
Value ($000) $62,940 Shares 246,992 Est. Cost $270.98 Unrealized 0.0%
EBKOF ERSTE GROUP BANK AG 0.1%
Value ($000) $62,572 Shares 1,404,236 Est. Cost $25.80 Unrealized +48.2%
KUBTY KUBOTA CORP ADR 0.1%
Value ($000) $60,963 Shares 779,758 Est. Cost $87.96 Unrealized
RTO RENTOKIL INITIAL PLC 0.1%
Value ($000) $60,898 Shares 2,019,836 Est. Cost $30.44 Unrealized
HLNCF HALEON PLC 0.1%
Value ($000) $60,504 Shares 14,389,452 Est. Cost $3.20 Unrealized +28.3%
FANUY FANUC CORP ADR 0.1%
Value ($000) $59,273 Shares 4,251,401 Est. Cost $19.28 Unrealized
DKILY DAIKIN INDUSTRIES LTD UNSPONS ADR 0.1%
Value ($000) $58,411 Shares 4,289,236 Est. Cost $16.30 Unrealized
EXPGF EXPERIAN PLC 0.1%
Value ($000) $57,749 Shares 1,324,521 Est. Cost $31.41 Unrealized +30.5%
SAMSUNG ELECTRONICS CO LTD 0.1%
Value ($000) $57,610 Shares 942,038 Est. Cost $61.15 Unrealized
MGA MAGNA INTL INC 0.1%
Value ($000) $56,740 Shares 1,041,491 Est. Cost $54.61 Unrealized -6.3%
UNILEVER PLC 0.1%
Value ($000) $53,044 Shares 1,056,856 Est. Cost $57.41 Unrealized
FANUF FANUC CORP 0.1%
Value ($000) $51,832 Shares 1,874,500 Est. Cost $31.90 Unrealized -13.1%
DKILF DAIKIN INDUSTRIES LTD 0.1%
Value ($000) $48,264 Shares 354,600 Est. Cost $146.22 Unrealized -1.9%
MAGNA INTERNATIONAL INC 0.1%
Value ($000) $47,226 Shares 866,561 Est. Cost $54.50 Unrealized
AAIGF AIA GROUP LTD 0.1%
Value ($000) $46,857 Shares 6,977,065 Est. Cost $9.21 Unrealized -18.9%
NVS NOVARTIS AG 0.1%
Value ($000) $43,179 Shares 446,389 Est. Cost $90.67 Unrealized
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $42,671 Shares 81,577 Est. Cost $442.65 Unrealized
AMDUF AMUNDI SA 0.1%
Value ($000) $42,050 Shares 612,269 Est. Cost $48.35 Unrealized +18.1%
AKZOF AKZO NOBEL NV 0.1%
Value ($000) $41,684 Shares 558,431 Est. Cost $71.56 Unrealized -1.3%
FCFS FIRSTCASH HOLDINGS INC 0.1%
Value ($000) $41,530 Shares 325,724 Est. Cost $77.86 Unrealized +45.1%
UNILEVER PLC 0.1%
Value ($000) $40,516 Shares 807,173 Est. Cost $52.05 Unrealized
AAGIY AIA GROUP LTD SPONS ADR 0.1%
Value ($000) $38,999 Shares 1,452,028 Est. Cost $41.86 Unrealized
KUBTF KUBOTA CORP 0.1%
Value ($000) $34,943 Shares 2,218,350 Est. Cost $16.80 Unrealized -11.3%
NJDCY NIDEC CORP SPONS ADR 0.1%
Value ($000) $34,165 Shares 3,323,142 Est. Cost $23.85 Unrealized
NNDNF NIDEC CORP 0.1%
Value ($000) $30,937 Shares 763,832 Est. Cost $31.31 Unrealized -38.4%
SSNHZ SAMSUNG ELECTRONICS CO LTD SPONS ADR 0.1%
Value ($000) $27,683 Shares 18,617 Est. Cost $1363.97 Unrealized
MONOF MONOTARO CO LTD 0.1%
Value ($000) $27,178 Shares 2,263,400 Est. Cost $0.00 Unrealized +335.1%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $25,989 Shares 310,257 Est. Cost $76.62 Unrealized +4.0%
ABBV ABBVIE INC 0.0%
Value ($000) $25,841 Shares 141,903 Est. Cost $92.38 Unrealized +75.4%
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $23,712 Shares 196,943 Est. Cost $132.33 Unrealized -7.4%
RTLLF RATIONAL AG 0.0%
Value ($000) $23,046 Shares 26,707 Est. Cost $673.60 Unrealized +14.5%
EFA ISHARES TR 0.0%
Value ($000) $19,458 Shares 243,655 Est. Cost $71.41 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.0%
Value ($000) $18,172 Shares 868,285 Est. Cost $15.21 Unrealized +19.5%
FMC FMC CORP 0.0%
Value ($000) $16,649 Shares 261,376 Est. Cost $96.15 Unrealized -44.6%
MBFJF MITSUBISHI UFJ FINANCIAL GROUP INC 0.0%
Value ($000) $16,649 Shares 1,620,800 Est. Cost $5.67 Unrealized +59.5%
RHHBY ROCHE HOLDING AG SPONS ADR 0.0%
Value ($000) $16,641 Shares 521,790 Est. Cost $31.89 Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $12,114 Shares 78,571 Est. Cost $42.16 Unrealized +210.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $11,702 Shares 174,694 Est. Cost $86.50 Unrealized -29.2%
CATH GLOBAL X FDS 0.0%
Value ($000) $7,813 Shares 122,774 Est. Cost $52.45 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $6,676 Shares 9,717 Est. Cost $9.75 Unrealized +1456.3%
ABT ABBOTT LABS 0.0%
Value ($000) $6,224 Shares 54,757 Est. Cost $31.04 Unrealized +256.9%
EWY ISHARES INC 0.0%
Value ($000) $5,352 Shares 79,750 Est. Cost $59.34 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $4,601 Shares 25,686 Est. Cost $160.97 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $4,424 Shares 25,276 Est. Cost $64.85 Unrealized +142.5%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $4,154 Shares 26,262 Est. Cost $60.46 Unrealized +148.5%
RY ROYAL BK CDA 0.0%
Value ($000) $3,376 Shares 33,470 Est. Cost $77.38 Unrealized +27.5%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $3,009 Shares 28,846 Est. Cost $33.91 Unrealized +188.4%
MONOY MONOTARO CO LTD UNSPONS ADR 0.0%
Value ($000) $2,936 Shares 244,813 Est. Cost $10.92 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2,934 Shares 25,237 Est. Cost $54.06 Unrealized +81.4%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $2,625 Shares 11,530 Est. Cost $61.96 Unrealized +227.5%
SYY SYSCO CORP 0.0%
Value ($000) $2,606 Shares 32,097 Est. Cost $72.81 Unrealized +2.4%
SCI SERVICE CORP INTL 0.0%
Value ($000) $2,568 Shares 34,605 Est. Cost $66.94 Unrealized +5.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $2,538 Shares 4 Est. Cost $166204.10 Unrealized +257.3%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $2,446 Shares 12,211 Est. Cost $83.63 Unrealized +107.6%
UNILEVER PLC 0.0%
Value ($000) $2,068 Shares 41,210 Est. Cost $50.18 Unrealized
FELE FRANKLIN ELEC INC 0.0%
Value ($000) $1,928 Shares 18,052 Est. Cost $28.83 Unrealized +234.8%
GWW GRAINGER W W INC 0.0%
Value ($000) $1,893 Shares 1,861 Est. Cost $200.63 Unrealized +357.3%
SAMSUNG ELECTRONICS CO LTD 0.0%
Value ($000) $1,565 Shares 31,000 Est. Cost $48.25 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $1,372 Shares 8,000 Est. Cost $97.98 Unrealized +84.0%
PFE PFIZER INC 0.0%
Value ($000) $1,278 Shares 46,072 Est. Cost $16.64 Unrealized +48.2%
PSX PHILLIPS 66 0.0%
Value ($000) $1,232 Shares 7,543 Est. Cost $63.71 Unrealized +111.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $1,179 Shares 9,367 Est. Cost $72.50 Unrealized +62.4%
EMR EMERSON ELEC CO 0.0%
Value ($000) $1,089 Shares 9,600 Est. Cost $40.64 Unrealized +144.6%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $1,008 Shares 7,790 Est. Cost $67.39 Unrealized +69.3%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $912 Shares 1,245 Est. Cost $196.12 Unrealized +260.4%
WELLS FARGO CO NEW 0.0%
Value ($000) $879 Shares 721 Est. Cost $1219.35 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $873 Shares 2,075 Est. Cost $205.58 Unrealized +91.3%
PIONEER NAT RES CO 0.0%
Value ($000) $794 Shares 3,026 Est. Cost $148.66 Unrealized
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $713 Shares 5,742 Est. Cost $73.56 Unrealized +46.3%
MMM 3M CO 0.0%
Value ($000) $670 Shares 6,316 Est. Cost $64.37 Unrealized +23.2%
V VISA INC 0.0%
Value ($000) $614 Shares 2,200 Est. Cost $78.70 Unrealized +246.1%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $506 Shares 3,833 Est. Cost $67.30 Unrealized +82.2%
BAC BANK AMERICA CORP 0.0%
Value ($000) $504 Shares 13,300 Est. Cost $25.03 Unrealized +31.0%
DOV DOVER CORP 0.0%
Value ($000) $461 Shares 2,600 Est. Cost $40.40 Unrealized +290.3%
DCI DONALDSON INC 0.0%
Value ($000) $448 Shares 6,000 Est. Cost $29.49 Unrealized +123.6%
UNP UNION PAC CORP 0.0%
Value ($000) $448 Shares 1,820 Est. Cost $68.91 Unrealized +241.9%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $377 Shares 5,379 Est. Cost $33.56 Unrealized +105.3%
SBUX STARBUCKS CORP 0.0%
Value ($000) $366 Shares 4,000 Est. Cost $47.22 Unrealized +87.6%
NORDSTROM INC 0.0%
Value ($000) $324 Shares 16,000 Est. Cost $58.92 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $235 Shares 1,443 Est. Cost $141.05 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $235 Shares 3,894 Est. Cost $36.85 Unrealized +62.5%
NSRGY NESTLE SA 0.0%
Value ($000) $208 Shares 1,953 Est. Cost $124.38 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $35 Shares 600 Est. Cost $50.13 Unrealized 0.0%