Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 10, 2023

Total Value ($000): $772,483 (100.0% shares, 0.0% debt)

Holdings (189)

MSFT MICROSOFT CORP 6.4%
Value ($000) $49,517 Shares 171,755 Est. Cost $256.48 Unrealized -2.7%
AAPL APPLE INC 6.3%
Value ($000) $48,309 Shares 292,962 Est. Cost $85.83 Unrealized +69.5%
ABBV ABBVIE INC 4.2%
Value ($000) $32,658 Shares 204,922 Est. Cost $32.83 Unrealized +320.7%
ADP AUTOMATIC DATA PROCESSING IN 4.0%
Value ($000) $31,247 Shares 140,352 Est. Cost $52.99 Unrealized +299.1%
PG PROCTER AND GAMBLE CO 3.3%
Value ($000) $25,514 Shares 171,593 Est. Cost $81.55 Unrealized +63.3%
IRM IRON MTN INC DEL 3.2%
Value ($000) $24,802 Shares 468,764 Est. Cost $21.51 Unrealized +119.7%
CSCO CISCO SYS INC 3.2%
Value ($000) $24,340 Shares 465,624 Est. Cost $23.63 Unrealized +89.8%
FISV FISERV INC 2.8%
Value ($000) $21,333 Shares 188,741 Est. Cost $58.03 Unrealized +89.5%
ABT ABBOTT LABS 2.7%
Value ($000) $20,581 Shares 203,253 Est. Cost $34.32 Unrealized +191.4%
IDXX IDEXX LABS INC 2.6%
Value ($000) $20,255 Shares 40,504 Est. Cost $74.10 Unrealized +545.8%
ORLY OREILLY AUTOMOTIVE INC 2.4%
Value ($000) $18,824 Shares 22,173 Est. Cost $9.71 Unrealized +464.2%
PEP PEPSICO INC 2.2%
Value ($000) $16,661 Shares 91,394 Est. Cost $65.38 Unrealized +142.7%
DXCM DEXCOM INC 2.1%
Value ($000) $16,560 Shares 142,536 Est. Cost $76.82 Unrealized +45.7%
XOM EXXON MOBIL CORP 2.1%
Value ($000) $16,447 Shares 149,986 Est. Cost $52.91 Unrealized +89.4%
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $15,233 Shares 377,066 Est. Cost $38.13 Unrealized
EBAY EBAY INC. 1.9%
Value ($000) $14,506 Shares 326,941 Est. Cost $25.00 Unrealized +73.3%
PFE PFIZER INC 1.8%
Value ($000) $14,250 Shares 349,265 Est. Cost $19.13 Unrealized +91.0%
WALGREENS BOOTS ALLIANCE INC 1.7%
Value ($000) $13,374 Shares 386,741 Est. Cost $49.71 Unrealized
PGR PROGRESSIVE CORP 1.6%
Value ($000) $12,268 Shares 85,757 Est. Cost $18.48 Unrealized +581.7%
EOG EOG RES INC 1.4%
Value ($000) $10,967 Shares 95,677 Est. Cost $60.20 Unrealized +81.6%
KO COCA COLA CO 1.4%
Value ($000) $10,849 Shares 174,891 Est. Cost $30.08 Unrealized +84.2%
PYPL PAYPAL HLDGS INC 1.4%
Value ($000) $10,733 Shares 141,333 Est. Cost $102.40 Unrealized -25.0%
APD AIR PRODS & CHEMS INC 1.3%
Value ($000) $10,365 Shares 36,090 Est. Cost $88.57 Unrealized +205.0%
HR HEALTHCARE RLTY TR 1.3%
Value ($000) $10,244 Shares 529,947 Est. Cost $20.77 Unrealized
NTRS NORTHERN TR CORP 1.3%
Value ($000) $10,167 Shares 115,364 Est. Cost $44.37 Unrealized +89.7%
PH PARKER-HANNIFIN CORP 1.3%
Value ($000) $10,124 Shares 30,122 Est. Cost $148.05 Unrealized +116.2%
BOH BANK HAWAII CORP 1.3%
Value ($000) $10,039 Shares 192,759 Est. Cost $48.28 Unrealized +26.0%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $8,950 Shares 57,740 Est. Cost $74.05 Unrealized +99.7%
WMT WALMART INC 1.0%
Value ($000) $8,072 Shares 54,742 Est. Cost $22.99 Unrealized +99.2%
MCD MCDONALDS CORP 1.0%
Value ($000) $7,690 Shares 27,502 Est. Cost $79.33 Unrealized +215.8%
MRK MERCK & CO INC 1.0%
Value ($000) $7,647 Shares 71,874 Est. Cost $34.54 Unrealized +185.7%
DIS DISNEY WALT CO 1.0%
Value ($000) $7,445 Shares 74,356 Est. Cost $96.16 Unrealized +2.4%
SYK STRYKER CORPORATION 1.0%
Value ($000) $7,426 Shares 26,012 Est. Cost $59.99 Unrealized +329.6%
ECL ECOLAB INC 0.9%
Value ($000) $7,219 Shares 43,613 Est. Cost $81.52 Unrealized +85.2%
EATON VANCE FLTING RATE INC 0.9%
Value ($000) $6,916 Shares 600,888 Est. Cost $13.04 Unrealized
EATON VANCE SR FLTNG RTE TR 0.9%
Value ($000) $6,897 Shares 608,710 Est. Cost $11.90 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $6,855 Shares 18,227 Est. Cost $290.07 Unrealized
OGN ORGANON & CO 0.8%
Value ($000) $6,444 Shares 273,984 Est. Cost $26.81 Unrealized -13.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $6,230 Shares 20,178 Est. Cost $197.00 Unrealized +56.4%
EW EDWARDS LIFESCIENCES CORP 0.8%
Value ($000) $6,065 Shares 73,305 Est. Cost $75.12 Unrealized +4.6%
VIOO VANGUARD ADMIRAL FDS INC 0.8%
Value ($000) $5,901 Shares 66,460 Est. Cost $128.39 Unrealized
GE GENERAL ELECTRIC CO 0.7%
Value ($000) $5,662 Shares 59,224 Est. Cost $62.85 Unrealized +4.9%
DHR DANAHER CORPORATION 0.7%
Value ($000) $5,147 Shares 20,422 Est. Cost $45.56 Unrealized +391.8%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $4,908 Shares 30,079 Est. Cost $83.47 Unrealized +77.8%
WFC WELLS FARGO CO NEW 0.6%
Value ($000) $4,370 Shares 116,909 Est. Cost $32.44 Unrealized +24.7%
STERICYCLE INC 0.6%
Value ($000) $4,334 Shares 99,390 Est. Cost $65.52 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.5%
Value ($000) $4,171 Shares 37,875 Est. Cost $31.83 Unrealized +229.1%
TPR TAPESTRY INC 0.5%
Value ($000) $3,921 Shares 90,959 Est. Cost $27.27 Unrealized +45.3%
EMR EMERSON ELEC CO 0.5%
Value ($000) $3,657 Shares 41,971 Est. Cost $41.26 Unrealized +100.2%
DEO DIAGEO PLC 0.4%
Value ($000) $3,432 Shares 18,943 Est. Cost $117.90 Unrealized
SHEL SHELL PLC 0.4%
Value ($000) $2,819 Shares 48,995 Est. Cost $55.10 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2,810 Shares 28,690 Est. Cost $54.61 Unrealized +69.0%
GLDM WORLD GOLD TR 0.4%
Value ($000) $2,801 Shares 71,625 Est. Cost $38.32 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $2,592 Shares 8,783 Est. Cost $129.21 Unrealized +120.3%
CB CHUBB LIMITED 0.3%
Value ($000) $2,577 Shares 13,271 Est. Cost $116.98 Unrealized +73.3%
LLY LILLY ELI & CO 0.3%
Value ($000) $2,394 Shares 6,970 Est. Cost $67.84 Unrealized +386.3%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $2,376 Shares 12,534 Est. Cost $164.93 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $2,320 Shares 22,370 Est. Cost $104.18 Unrealized -8.6%
GOOG ALPHABET INC 0.3%
Value ($000) $2,280 Shares 21,920 Est. Cost $107.94 Unrealized -11.2%
UNP UNION PAC CORP 0.3%
Value ($000) $2,261 Shares 11,235 Est. Cost $102.97 Unrealized +83.9%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $2,211 Shares 26,625 Est. Cost $85.31 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $2,137 Shares 13,461 Est. Cost $143.87 Unrealized
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $2,114 Shares 9,404 Est. Cost $214.38 Unrealized +4.0%
VOD VODAFONE GROUP PLC NEW 0.3%
Value ($000) $2,030 Shares 183,849 Est. Cost $25.80 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $2,020 Shares 61,824 Est. Cost $29.17 Unrealized -5.6%
LKQ LKQ CORP 0.2%
Value ($000) $1,861 Shares 32,780 Est. Cost $25.46 Unrealized +103.9%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,627 Shares 3,550 Est. Cost $336.94 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.2%
Value ($000) $1,615 Shares 19,684 Est. Cost $71.08 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,561 Shares 7,362 Est. Cost $101.06 Unrealized +114.4%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,528 Shares 9,263 Est. Cost $81.34 Unrealized +96.7%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,525 Shares 18,010 Est. Cost $109.91 Unrealized
TR TOOTSIE ROLL INDS INC 0.2%
Value ($000) $1,517 Shares 33,780 Est. Cost $25.75 Unrealized +59.5%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,459 Shares 11,199 Est. Cost $110.34 Unrealized +16.2%
LAM RESEARCH CORP 0.2%
Value ($000) $1,458 Shares 2,750 Est. Cost $44.31 Unrealized
TE CONNECTIVITY LTD 0.2%
Value ($000) $1,449 Shares 11,046 Est. Cost $161.33 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,354 Shares 14,033 Est. Cost $53.38 Unrealized +65.2%
SIVR ABRDN SILVER ETF TRUST 0.2%
Value ($000) $1,301 Shares 56,300 Est. Cost $18.98 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,293 Shares 12,415 Est. Cost $50.10 Unrealized +93.7%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,288 Shares 9,598 Est. Cost $67.09 Unrealized +73.3%
SGOL ABRDN GOLD ETF TRUST 0.2%
Value ($000) $1,261 Shares 66,850 Est. Cost $23.64 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $1,228 Shares 2,988 Est. Cost $395.56 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,211 Shares 17,468 Est. Cost $44.17 Unrealized +39.2%
EEM ISHARES TR 0.2%
Value ($000) $1,207 Shares 30,600 Est. Cost $35.30 Unrealized
T AT&T INC 0.2%
Value ($000) $1,182 Shares 61,403 Est. Cost $14.02 Unrealized +16.7%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1,156 Shares 4,668 Est. Cost $214.01 Unrealized +8.5%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,137 Shares 14,749 Est. Cost $63.34 Unrealized +11.5%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,062 Shares 14,735 Est. Cost $101.19 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $1,044 Shares 10,110 Est. Cost $122.37 Unrealized -21.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1,038 Shares 2,090 Est. Cost $123.97 Unrealized +280.1%
OSW ONESPAWORLD HOLDINGS LIMITED 0.1%
Value ($000) $1,017 Shares 84,800 Est. Cost $9.92 Unrealized +8.4%
AON AON PLC 0.1%
Value ($000) $985 Shares 3,125 Est. Cost $178.56 Unrealized +69.8%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $923 Shares 2,000 Est. Cost $62.64 Unrealized +605.7%
BA BOEING CO 0.1%
Value ($000) $907 Shares 4,270 Est. Cost $124.48 Unrealized +66.9%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $897 Shares 22,100 Est. Cost $47.05 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $896 Shares 11,108 Est. Cost $62.31 Unrealized +19.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $854 Shares 3,076 Est. Cost $17.24 Unrealized +25.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $842 Shares 3,679 Est. Cost $111.75 Unrealized +106.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $830 Shares 16,903 Est. Cost $47.83 Unrealized +3.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $804 Shares 10,696 Est. Cost $49.57 Unrealized +40.4%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $773 Shares 16,893 Est. Cost $17.58 Unrealized +145.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $772 Shares 7,943 Est. Cost $57.79 Unrealized +50.5%
HIFS HINGHAM INSTN SVGS MASS 0.1%
Value ($000) $748 Shares 3,205 Est. Cost $55.69 Unrealized +374.9%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $743 Shares 3,050 Est. Cost $174.38 Unrealized +24.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $733 Shares 7,732 Est. Cost $46.91 Unrealized +78.1%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $724 Shares 2,255 Est. Cost $266.28 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $709 Shares 4,603 Est. Cost $89.76 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $700 Shares 9,068 Est. Cost $52.54 Unrealized +34.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $692 Shares 3,568 Est. Cost $153.60 Unrealized +3.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $681 Shares 8,071 Est. Cost $47.48 Unrealized +66.2%
HOLX HOLOGIC INC 0.1%
Value ($000) $662 Shares 8,200 Est. Cost $20.89 Unrealized +285.4%
MS MORGAN STANLEY 0.1%
Value ($000) $635 Shares 7,233 Est. Cost $84.81 Unrealized 0.0%
FTV FORTIVE CORP 0.1%
Value ($000) $627 Shares 9,195 Est. Cost $40.23 Unrealized +23.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $625 Shares 3,272 Est. Cost $126.68 Unrealized +39.5%
SLYV SPDR SER TR 0.1%
Value ($000) $590 Shares 7,750 Est. Cost $46.82 Unrealized
MOS MOSAIC CO NEW 0.1%
Value ($000) $569 Shares 12,395 Est. Cost $19.47 Unrealized +128.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $560 Shares 1,910 Est. Cost $177.40 Unrealized +52.5%
AMGN AMGEN INC 0.1%
Value ($000) $556 Shares 2,302 Est. Cost $141.56 Unrealized +58.3%
WY WEYERHAEUSER CO MTN BE 0.1%
Value ($000) $555 Shares 18,418 Est. Cost $20.23 Unrealized +41.3%
ILF ISHARES TR 0.1%
Value ($000) $549 Shares 23,000 Est. Cost $22.89 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $530 Shares 4,628 Est. Cost $38.94 Unrealized +167.8%
BAC BANK AMERICA CORP 0.1%
Value ($000) $520 Shares 18,175 Est. Cost $19.39 Unrealized +57.7%
FLOT ISHARES TR 0.1%
Value ($000) $504 Shares 10,000 Est. Cost $50.80 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $491 Shares 2,150 Est. Cost $160.58 Unrealized +18.7%
RY ROYAL BK CDA SUSTAINABL 0.1%
Value ($000) $478 Shares 5,006 Est. Cost $60.93 Unrealized +62.7%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $470 Shares 2,000 Est. Cost $20.01 Unrealized +116.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $466 Shares 4,700 Est. Cost $59.21 Unrealized +68.0%
NTR NUTRIEN LTD 0.1%
Value ($000) $465 Shares 6,290 Est. Cost $45.62 Unrealized +53.3%
RPM RPM INTL INC 0.1%
Value ($000) $462 Shares 5,292 Est. Cost $68.88 Unrealized +27.2%
MMM 3M CO 0.1%
Value ($000) $454 Shares 4,319 Est. Cost $63.51 Unrealized +33.7%
CSL CARLISLE COS INC 0.1%
Value ($000) $452 Shares 2,000 Est. Cost $87.17 Unrealized +169.4%
ENB ENBRIDGE INC 0.1%
Value ($000) $446 Shares 11,678 Est. Cost $27.46 Unrealized +18.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $444 Shares 2,723 Est. Cost $113.95 Unrealized +28.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $441 Shares 2,637 Est. Cost $136.86 Unrealized +13.2%
SO SOUTHERN CO 0.1%
Value ($000) $431 Shares 6,191 Est. Cost $41.81 Unrealized +45.1%
CLX CLOROX CO DEL 0.1%
Value ($000) $411 Shares 2,600 Est. Cost $127.85 Unrealized +6.6%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $408 Shares 5,683 Est. Cost $27.16 Unrealized +5.6%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $400 Shares 35,689 Est. Cost $4.66 Unrealized +161.0%
LOW LOWES COS INC 0.1%
Value ($000) $398 Shares 1,991 Est. Cost $151.90 Unrealized +26.5%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $369 Shares 500 Est. Cost $487.77 Unrealized +25.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $361 Shares 9,273 Est. Cost $42.23 Unrealized -22.6%
BX BLACKSTONE INC 0.0%
Value ($000) $360 Shares 4,100 Est. Cost $42.09 Unrealized +92.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $358 Shares 813 Est. Cost $333.07 Unrealized +27.4%
DVYE ISHARES INC 0.0%
Value ($000) $356 Shares 14,500 Est. Cost $24.20 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $354 Shares 11,000 Est. Cost $32.15 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $350 Shares 1,130 Est. Cost $210.74 Unrealized +53.5%
NUE NUCOR CORP 0.0%
Value ($000) $348 Shares 2,250 Est. Cost $102.52 Unrealized +48.6%
NKE NIKE INC 0.0%
Value ($000) $345 Shares 2,810 Est. Cost $139.81 Unrealized -16.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $344 Shares 7,711 Est. Cost $22.99 Unrealized +57.9%
SRE SEMPRA 0.0%
Value ($000) $340 Shares 2,250 Est. Cost $39.94 Unrealized +74.6%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $337 Shares 2,612 Est. Cost $74.27 Unrealized +64.7%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $336 Shares 821 Est. Cost $376.83 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $333 Shares 578 Est. Cost $359.86 Unrealized +55.3%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $327 Shares 2,498 Est. Cost $110.72 Unrealized +9.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $326 Shares 4,161 Est. Cost $37.02 Unrealized +87.4%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $318 Shares 5,310 Est. Cost $58.48 Unrealized +10.5%
HUBB HUBBELL INC 0.0%
Value ($000) $314 Shares 1,292 Est. Cost $229.44 Unrealized +0.2%
DOW DOW INC 0.0%
Value ($000) $312 Shares 5,688 Est. Cost $36.65 Unrealized +29.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $311 Shares 4,185 Est. Cost $74.54 Unrealized +0.9%
CMI CUMMINS INC 0.0%
Value ($000) $311 Shares 1,300 Est. Cost $220.78 Unrealized +3.2%
IEX IDEX CORP 0.0%
Value ($000) $303 Shares 1,311 Est. Cost $142.68 Unrealized +53.3%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $297 Shares 4,932 Est. Cost $35.18 Unrealized +72.6%
ORCL ORACLE CORP 0.0%
Value ($000) $293 Shares 3,150 Est. Cost $73.20 Unrealized +15.8%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $292 Shares 1,300 Est. Cost $158.08 Unrealized +25.8%
ROL ROLLINS INC 0.0%
Value ($000) $288 Shares 7,665 Est. Cost $28.78 Unrealized +20.8%
QQQM INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $282 Shares 2,135 Est. Cost $132.01 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $270 Shares 4,200 Est. Cost $57.63 Unrealized +16.1%
UNILEVER PLC 0.0%
Value ($000) $267 Shares 5,150 Est. Cost $59.97 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $266 Shares 1,159 Est. Cost $166.30 Unrealized
CE CELANESE CORP DEL 0.0%
Value ($000) $256 Shares 2,350 Est. Cost $38.72 Unrealized +185.4%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $255 Shares 4,783 Est. Cost $60.84 Unrealized
WDFC WD 40 CO 0.0%
Value ($000) $249 Shares 1,400 Est. Cost $157.96 Unrealized +4.0%
PNR PENTAIR PLC 0.0%
Value ($000) $245 Shares 4,430 Est. Cost $51.37 Unrealized 0.0%
DOV DOVER CORP 0.0%
Value ($000) $243 Shares 1,600 Est. Cost $127.77 Unrealized +10.9%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $240 Shares 1,218 Est. Cost $170.53 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $236 Shares 825 Est. Cost $228.15 Unrealized +14.6%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $235 Shares 1,400 Est. Cost $151.65 Unrealized +1.2%
HPQ HP INC 0.0%
Value ($000) $231 Shares 7,870 Est. Cost $24.56 Unrealized +4.7%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $223 Shares 8,500 Est. Cost $26.74 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $223 Shares 2,690 Est. Cost $70.79 Unrealized +5.5%
TGT TARGET CORP 0.0%
Value ($000) $219 Shares 1,320 Est. Cost $148.63 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $218 Shares 400 Est. Cost $513.25 Unrealized 0.0%
USB US BANCORP DEL 0.0%
Value ($000) $218 Shares 6,054 Est. Cost $37.09 Unrealized +4.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $217 Shares 1,700 Est. Cost $116.41 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $214 Shares 4,000 Est. Cost $44.02 Unrealized +9.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $206 Shares 13,633 Est. Cost $18.46 Unrealized -22.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $203 Shares 3,200 Est. Cost $52.27 Unrealized +9.7%
EATON VANCE SR INCOME TR 0.0%
Value ($000) $115 Shares 21,500 Est. Cost $5.28 Unrealized
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $88 Shares 10,000 Est. Cost $9.80 Unrealized
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value ($000) $18 Shares 36,900 Est. Cost $2.42 Unrealized -75.6%