Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 9, 2024

Total Value ($000): $812,718 (100.0% shares, 0.0% debt)

Holdings (197)

MSFT MICROSOFT CORP 7.8%
Value ($000) $63,396 Shares 168,590 Est. Cost $256.48 Unrealized +36.6%
AAPL APPLE INC 6.7%
Value ($000) $54,716 Shares 284,194 Est. Cost $85.83 Unrealized +113.0%
IRM IRON MTN INC DEL 3.9%
Value ($000) $31,734 Shares 453,467 Est. Cost $21.51 Unrealized +171.6%
ADP AUTOMATIC DATA PROCESSING IN 3.9%
Value ($000) $31,569 Shares 135,506 Est. Cost $52.99 Unrealized +319.0%
ABBV ABBVIE INC 3.7%
Value ($000) $30,338 Shares 195,770 Est. Cost $32.83 Unrealized +313.4%
FISV FISERV INC 3.0%
Value ($000) $24,658 Shares 185,619 Est. Cost $58.03 Unrealized +111.4%
CSCO CISCO SYS INC 2.9%
Value ($000) $23,350 Shares 462,195 Est. Cost $23.63 Unrealized +103.0%
PG PROCTER AND GAMBLE CO 2.8%
Value ($000) $23,057 Shares 157,346 Est. Cost $81.55 Unrealized +72.4%
IDXX IDEXX LABS INC 2.8%
Value ($000) $22,715 Shares 40,924 Est. Cost $74.10 Unrealized +533.6%
ABT ABBOTT LABS 2.7%
Value ($000) $21,652 Shares 196,710 Est. Cost $34.32 Unrealized +180.0%
ORLY OREILLY AUTOMOTIVE INC 2.6%
Value ($000) $21,052 Shares 22,158 Est. Cost $9.71 Unrealized +550.8%
DXCM DEXCOM INC 2.2%
Value ($000) $18,027 Shares 145,276 Est. Cost $76.82 Unrealized +33.0%
HR HEALTHCARE RLTY TR 1.9%
Value ($000) $15,725 Shares 912,655 Est. Cost $17.63 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.9%
Value ($000) $15,048 Shares 366,140 Est. Cost $38.18 Unrealized
PEP PEPSICO INC 1.8%
Value ($000) $14,904 Shares 87,755 Est. Cost $65.38 Unrealized +135.2%
XOM EXXON MOBIL CORP 1.8%
Value ($000) $14,641 Shares 146,437 Est. Cost $53.58 Unrealized +82.1%
EBAY EBAY INC. 1.7%
Value ($000) $14,107 Shares 323,406 Est. Cost $25.00 Unrealized +59.3%
PH PARKER-HANNIFIN CORP 1.7%
Value ($000) $13,866 Shares 30,097 Est. Cost $148.05 Unrealized +175.0%
PGR PROGRESSIVE CORP 1.5%
Value ($000) $11,949 Shares 75,020 Est. Cost $18.48 Unrealized +675.7%
EOG EOG RES INC 1.4%
Value ($000) $11,629 Shares 96,147 Est. Cost $60.20 Unrealized +92.0%
WALGREENS BOOTS ALLIANCE INC 1.4%
Value ($000) $10,989 Shares 420,870 Est. Cost $42.95 Unrealized
KO COCA COLA CO 1.3%
Value ($000) $10,238 Shares 173,726 Est. Cost $30.08 Unrealized +77.1%
PFE PFIZER INC 1.3%
Value ($000) $10,235 Shares 355,494 Est. Cost $19.21 Unrealized +37.4%
APD AIR PRODS & CHEMS INC 1.2%
Value ($000) $10,069 Shares 36,774 Est. Cost $91.22 Unrealized +184.2%
NTRS NORTHERN TR CORP 1.2%
Value ($000) $9,949 Shares 117,907 Est. Cost $45.16 Unrealized +53.1%
PYPL PAYPAL HLDGS INC 1.2%
Value ($000) $9,693 Shares 157,839 Est. Cost $98.89 Unrealized -42.2%
EATON VANCE SR FLTNG RTE TR 1.2%
Value ($000) $9,467 Shares 747,753 Est. Cost $12.03 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $9,025 Shares 57,581 Est. Cost $74.05 Unrealized +93.9%
ECL ECOLAB INC 1.1%
Value ($000) $8,754 Shares 44,132 Est. Cost $82.46 Unrealized +113.3%
WMT WALMART INC 1.0%
Value ($000) $8,405 Shares 53,317 Est. Cost $22.99 Unrealized +124.7%
SYK STRYKER CORPORATION 1.0%
Value ($000) $8,348 Shares 27,877 Est. Cost $76.39 Unrealized +259.8%
MRK MERCK & CO INC 1.0%
Value ($000) $7,817 Shares 71,706 Est. Cost $34.54 Unrealized +180.3%
GE GENERAL ELECTRIC CO 1.0%
Value ($000) $7,775 Shares 60,916 Est. Cost $63.13 Unrealized +44.9%
DIS DISNEY WALT CO 0.9%
Value ($000) $7,620 Shares 84,395 Est. Cost $95.21 Unrealized -9.5%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $7,601 Shares 17,402 Est. Cost $290.07 Unrealized
MCD MCDONALDS CORP 0.9%
Value ($000) $7,376 Shares 24,877 Est. Cost $79.33 Unrealized +226.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $7,007 Shares 19,645 Est. Cost $197.00 Unrealized +78.2%
VIOO VANGUARD ADMIRAL FDS INC 0.9%
Value ($000) $6,935 Shares 69,915 Est. Cost $126.78 Unrealized
BOH BANK HAWAII CORP 0.7%
Value ($000) $6,083 Shares 83,951 Est. Cost $48.28 Unrealized +7.4%
WFC WELLS FARGO CO NEW 0.7%
Value ($000) $5,721 Shares 116,224 Est. Cost $32.44 Unrealized +26.5%
EW EDWARDS LIFESCIENCES CORP 0.7%
Value ($000) $5,638 Shares 73,945 Est. Cost $75.21 Unrealized -7.5%
DHR DANAHER CORPORATION 0.6%
Value ($000) $4,900 Shares 21,182 Est. Cost $51.63 Unrealized +307.4%
CVX CHEVRON CORP NEW 0.6%
Value ($000) $4,895 Shares 32,817 Est. Cost $88.45 Unrealized +55.8%
EATON VANCE FLTING RATE INC 0.6%
Value ($000) $4,886 Shares 389,298 Est. Cost $13.01 Unrealized
STERICYCLE INC 0.6%
Value ($000) $4,834 Shares 97,535 Est. Cost $64.75 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.6%
Value ($000) $4,754 Shares 37,375 Est. Cost $31.83 Unrealized +260.3%
EMR EMERSON ELEC CO 0.5%
Value ($000) $3,740 Shares 38,421 Est. Cost $41.26 Unrealized +113.5%
LLY ELI LILLY & CO 0.4%
Value ($000) $3,586 Shares 6,152 Est. Cost $67.84 Unrealized +747.8%
GOOGL ALPHABET INC 0.4%
Value ($000) $3,499 Shares 25,050 Est. Cost $107.00 Unrealized +24.6%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $3,282 Shares 10,524 Est. Cost $217.32 Unrealized +21.5%
HD HOME DEPOT INC 0.4%
Value ($000) $3,194 Shares 9,215 Est. Cost $140.92 Unrealized +108.4%
SHEL SHELL PLC 0.4%
Value ($000) $3,122 Shares 47,450 Est. Cost $55.10 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $3,059 Shares 21,703 Est. Cost $107.94 Unrealized +24.8%
CB CHUBB LIMITED 0.4%
Value ($000) $3,002 Shares 13,281 Est. Cost $116.98 Unrealized +82.7%
UNP UNION PAC CORP 0.4%
Value ($000) $2,956 Shares 12,035 Est. Cost $109.93 Unrealized +90.3%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $2,911 Shares 16,176 Est. Cost $147.58 Unrealized
GLDM WORLD GOLD TR 0.3%
Value ($000) $2,844 Shares 69,525 Est. Cost $38.32 Unrealized
INTC INTEL CORP 0.3%
Value ($000) $2,662 Shares 52,974 Est. Cost $29.17 Unrealized +37.3%
DEO DIAGEO PLC 0.3%
Value ($000) $2,657 Shares 18,243 Est. Cost $118.71 Unrealized
TPR TAPESTRY INC 0.3%
Value ($000) $2,594 Shares 70,470 Est. Cost $27.27 Unrealized +7.0%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $2,520 Shares 11,814 Est. Cost $166.20 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $2,431 Shares 28,888 Est. Cost $54.61 Unrealized +38.5%
OGN ORGANON & CO 0.3%
Value ($000) $2,259 Shares 156,649 Est. Cost $26.81 Unrealized -54.0%
VNQ VANGUARD INDEX FDS 0.3%
Value ($000) $2,202 Shares 24,925 Est. Cost $85.31 Unrealized
LAM RESEARCH CORP 0.3%
Value ($000) $2,154 Shares 2,750 Est. Cost $44.31 Unrealized
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $2,072 Shares 12,179 Est. Cost $112.66 Unrealized +28.6%
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $1,995 Shares 21,230 Est. Cost $105.87 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1,768 Shares 9,435 Est. Cost $83.14 Unrealized +88.8%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,740 Shares 7,362 Est. Cost $101.06 Unrealized +98.0%
TE CONNECTIVITY LTD 0.2%
Value ($000) $1,552 Shares 11,046 Est. Cost $161.33 Unrealized
LKQ LKQ CORP 0.2%
Value ($000) $1,512 Shares 31,630 Est. Cost $25.46 Unrealized +71.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.2%
Value ($000) $1,481 Shares 19,154 Est. Cost $71.15 Unrealized -1.9%
AMZN AMAZON COM INC 0.2%
Value ($000) $1,475 Shares 9,710 Est. Cost $123.57 Unrealized +13.4%
SIVR ABRDN SILVER ETF TRUST 0.2%
Value ($000) $1,430 Shares 62,800 Est. Cost $19.27 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,379 Shares 2,090 Est. Cost $123.97 Unrealized +362.6%
IVV ISHARES TR 0.2%
Value ($000) $1,322 Shares 2,768 Est. Cost $395.56 Unrealized
SGOL ABRDN GOLD ETF TRUST 0.2%
Value ($000) $1,320 Shares 66,850 Est. Cost $23.64 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,319 Shares 2,600 Est. Cost $336.94 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,293 Shares 13,325 Est. Cost $53.38 Unrealized +57.1%
VOD VODAFONE GROUP PLC NEW 0.1%
Value ($000) $1,215 Shares 139,599 Est. Cost $25.80 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,177 Shares 2,376 Est. Cost $17.24 Unrealized +168.7%
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,158 Shares 14,275 Est. Cost $101.19 Unrealized
TR TOOTSIE ROLL INDS INC 0.1%
Value ($000) $1,156 Shares 34,780 Est. Cost $26.10 Unrealized +15.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,151 Shares 11,990 Est. Cost $50.10 Unrealized +84.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $1,145 Shares 2,795 Est. Cost $367.44 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $1,138 Shares 4,668 Est. Cost $214.01 Unrealized +10.5%
EEM ISHARES TR 0.1%
Value ($000) $1,129 Shares 28,071 Est. Cost $35.48 Unrealized
BA BOEING CO 0.1%
Value ($000) $1,113 Shares 4,270 Est. Cost $124.48 Unrealized +71.8%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $1,105 Shares 9,098 Est. Cost $67.09 Unrealized +65.8%
CAT CATERPILLAR INC 0.1%
Value ($000) $1,089 Shares 3,682 Est. Cost $111.75 Unrealized +124.8%
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,065 Shares 17,539 Est. Cost $63.24 Unrealized -15.5%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $984 Shares 17,130 Est. Cost $18.57 Unrealized +177.6%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $967 Shares 5,735 Est. Cost $144.98 Unrealized
AON AON PLC 0.1%
Value ($000) $909 Shares 3,125 Est. Cost $178.56 Unrealized +76.6%
NKE NIKE INC 0.1%
Value ($000) $871 Shares 8,025 Est. Cost $113.28 Unrealized -9.1%
T AT&T INC 0.1%
Value ($000) $866 Shares 51,612 Est. Cost $14.02 Unrealized +1.4%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $833 Shares 16,003 Est. Cost $47.83 Unrealized +7.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $829 Shares 10,396 Est. Cost $49.57 Unrealized +44.7%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $796 Shares 18,700 Est. Cost $47.05 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $795 Shares 4,668 Est. Cost $91.49 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $776 Shares 10,545 Est. Cost $42.07 Unrealized +24.2%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $753 Shares 2,875 Est. Cost $174.38 Unrealized +30.4%
OSW ONESPAWORLD HOLDINGS LIMITED 0.1%
Value ($000) $753 Shares 53,400 Est. Cost $9.92 Unrealized +15.7%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $744 Shares 8,314 Est. Cost $48.47 Unrealized +65.5%
AMGN AMGEN INC 0.1%
Value ($000) $713 Shares 2,475 Est. Cost $151.52 Unrealized +68.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $678 Shares 13,218 Est. Cost $44.17 Unrealized +6.5%
VFH VANGUARD WORLD FDS 0.1%
Value ($000) $669 Shares 7,250 Est. Cost $81.21 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $661 Shares 1,411 Est. Cost $81.52 Unrealized +454.5%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $651 Shares 7,732 Est. Cost $46.91 Unrealized +62.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $638 Shares 6,784 Est. Cost $57.79 Unrealized +44.8%
CSL CARLISLE COS INC 0.1%
Value ($000) $625 Shares 2,000 Est. Cost $87.17 Unrealized +208.1%
SYY SYSCO CORP 0.1%
Value ($000) $617 Shares 8,443 Est. Cost $52.75 Unrealized +23.0%
BAC BANK AMERICA CORP 0.1%
Value ($000) $615 Shares 18,275 Est. Cost $19.39 Unrealized +42.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $593 Shares 1,910 Est. Cost $177.40 Unrealized +52.3%
HOLX HOLOGIC INC 0.1%
Value ($000) $586 Shares 8,200 Est. Cost $20.89 Unrealized +233.3%
VLTO VERALTO CORP 0.1%
Value ($000) $565 Shares 6,867 Est. Cost $73.75 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $561 Shares 4,711 Est. Cost $40.23 Unrealized +176.1%
FDX FEDEX CORP 0.1%
Value ($000) $544 Shares 2,150 Est. Cost $160.58 Unrealized +50.9%
DVYE ISHARES INC 0.1%
Value ($000) $538 Shares 20,300 Est. Cost $24.20 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $530 Shares 2,525 Est. Cost $126.68 Unrealized +36.0%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $515 Shares 2,878 Est. Cost $116.22 Unrealized +39.8%
RY ROYAL BK CDA 0.1%
Value ($000) $506 Shares 5,006 Est. Cost $60.93 Unrealized +44.6%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $506 Shares 500 Est. Cost $487.77 Unrealized +64.6%
SO SOUTHERN CO 0.1%
Value ($000) $458 Shares 6,537 Est. Cost $42.98 Unrealized +48.3%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $458 Shares 36,022 Est. Cost $4.66 Unrealized +114.2%
RPM RPM INTL INC 0.1%
Value ($000) $458 Shares 4,100 Est. Cost $68.88 Unrealized +46.7%
SLYV SPDR SER TR 0.1%
Value ($000) $454 Shares 5,450 Est. Cost $46.82 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $449 Shares 3,869 Est. Cost $59.21 Unrealized +85.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $449 Shares 2,855 Est. Cost $153.60 Unrealized -12.6%
LOW LOWES COS INC 0.1%
Value ($000) $444 Shares 1,995 Est. Cost $153.05 Unrealized +27.2%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $443 Shares 813 Est. Cost $333.07 Unrealized +52.5%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $443 Shares 2,060 Est. Cost $20.64 Unrealized +90.9%
MOS MOSAIC CO NEW 0.1%
Value ($000) $443 Shares 12,395 Est. Cost $19.47 Unrealized +70.0%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $436 Shares 900 Est. Cost $414.90 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $431 Shares 5,233 Est. Cost $62.31 Unrealized +14.7%
HUBB HUBBELL INC 0.1%
Value ($000) $425 Shares 1,292 Est. Cost $229.44 Unrealized +27.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $422 Shares 2,126 Est. Cost $172.59 Unrealized -0.2%
ENB ENBRIDGE INC 0.1%
Value ($000) $421 Shares 11,678 Est. Cost $27.46 Unrealized +7.1%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $420 Shares 2,568 Est. Cost $111.56 Unrealized +26.8%
IJH ISHARES TR 0.1%
Value ($000) $418 Shares 1,510 Est. Cost $249.35 Unrealized
BX BLACKSTONE INC 0.0%
Value ($000) $406 Shares 3,100 Est. Cost $42.09 Unrealized +142.5%
NUE NUCOR CORP 0.0%
Value ($000) $392 Shares 2,250 Est. Cost $102.52 Unrealized +49.5%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $390 Shares 821 Est. Cost $376.83 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $388 Shares 5,048 Est. Cost $27.16 Unrealized +6.8%
CLX CLOROX CO DEL 0.0%
Value ($000) $378 Shares 2,650 Est. Cost $128.07 Unrealized -3.2%
WAT WATERS CORP 0.0%
Value ($000) $372 Shares 1,130 Est. Cost $210.74 Unrealized +31.1%
GPC GENUINE PARTS CO 0.0%
Value ($000) $365 Shares 2,637 Est. Cost $136.86 Unrealized -6.1%
CE CELANESE CORP DEL 0.0%
Value ($000) $365 Shares 2,350 Est. Cost $38.72 Unrealized +228.9%
FDIQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $359 Shares 6,570 Est. Cost $43.41 Unrealized
NTR NUTRIEN LTD 0.0%
Value ($000) $354 Shares 6,290 Est. Cost $45.62 Unrealized +15.1%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $344 Shares 9,888 Est. Cost $20.23 Unrealized +43.9%
IEFA ISHARES TR 0.0%
Value ($000) $343 Shares 4,881 Est. Cost $64.35 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $343 Shares 5,310 Est. Cost $58.48 Unrealized +2.5%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $341 Shares 1,755 Est. Cost $55.69 Unrealized +199.5%
SRE SEMPRA 0.0%
Value ($000) $336 Shares 4,500 Est. Cost $53.28 Unrealized +25.3%
WDFC WD 40 CO 0.0%
Value ($000) $335 Shares 1,400 Est. Cost $157.96 Unrealized +36.2%
ORCL ORACLE CORP 0.0%
Value ($000) $332 Shares 3,150 Est. Cost $73.20 Unrealized +45.8%
CVS CVS HEALTH CORP 0.0%
Value ($000) $330 Shares 4,185 Est. Cost $74.54 Unrealized -12.3%
ROL ROLLINS INC 0.0%
Value ($000) $327 Shares 7,477 Est. Cost $28.78 Unrealized +31.6%
PNR PENTAIR PLC 0.0%
Value ($000) $322 Shares 4,430 Est. Cost $51.37 Unrealized +22.8%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $318 Shares 2,612 Est. Cost $74.27 Unrealized +47.2%
CMI CUMMINS INC 0.0%
Value ($000) $311 Shares 1,300 Est. Cost $220.78 Unrealized -1.8%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $307 Shares 875 Est. Cost $232.51 Unrealized +34.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $307 Shares 578 Est. Cost $359.86 Unrealized +33.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $295 Shares 2,042 Est. Cost $115.34 Unrealized +2.6%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $291 Shares 4,783 Est. Cost $60.84 Unrealized
IEX IDEX CORP 0.0%
Value ($000) $282 Shares 1,300 Est. Cost $142.68 Unrealized +37.4%
V VISA INC 0.0%
Value ($000) $282 Shares 1,084 Est. Cost $226.81 Unrealized +7.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $282 Shares 731 Est. Cost $315.59 Unrealized +0.7%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $281 Shares 660 Est. Cost $397.11 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $278 Shares 5,074 Est. Cost $36.65 Unrealized +21.9%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $271 Shares 1,050 Est. Cost $158.08 Unrealized +42.6%
KMX CARMAX INC 0.0%
Value ($000) $266 Shares 3,460 Est. Cost $57.63 Unrealized +16.6%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $263 Shares 1,159 Est. Cost $166.30 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $263 Shares 1,708 Est. Cost $128.56 Unrealized +6.3%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $262 Shares 1,400 Est. Cost $151.65 Unrealized +6.5%
USB US BANCORP DEL 0.0%
Value ($000) $262 Shares 6,044 Est. Cost $33.10 Unrealized 0.0%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $257 Shares 4,161 Est. Cost $37.02 Unrealized +40.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $252 Shares 6,246 Est. Cost $24.18 Unrealized +44.0%
KLAC KLA CORP 0.0%
Value ($000) $250 Shares 430 Est. Cost $510.90 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $242 Shares 405 Est. Cost $524.63 Unrealized +9.9%
IWR ISHARES TR 0.0%
Value ($000) $241 Shares 3,095 Est. Cost $77.73 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $238 Shares 6,326 Est. Cost $42.23 Unrealized -26.6%
UNILEVER PLC 0.0%
Value ($000) $238 Shares 4,900 Est. Cost $59.97 Unrealized
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $232 Shares 8,500 Est. Cost $26.74 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $225 Shares 1,750 Est. Cost $110.43 Unrealized 0.0%
OKE ONEOK INC NEW 0.0%
Value ($000) $218 Shares 3,100 Est. Cost $57.97 Unrealized +4.1%
SNA SNAP ON INC 0.0%
Value ($000) $217 Shares 750 Est. Cost $254.93 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $215 Shares 3,732 Est. Cost $50.71 Unrealized 0.0%
HPQ HP INC 0.0%
Value ($000) $213 Shares 7,070 Est. Cost $25.76 Unrealized 0.0%
L LOEWS CORP 0.0%
Value ($000) $209 Shares 3,000 Est. Cost $66.05 Unrealized 0.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $205 Shares 4,000 Est. Cost $46.45 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $157 Shares 13,781 Est. Cost $18.17 Unrealized -40.6%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $143 Shares 10,100 Est. Cost $11.70 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $126 Shares 10,350 Est. Cost $9.63 Unrealized 0.0%
NUVEEN MUN VALUE FD INC 0.0%
Value ($000) $86 Shares 10,000 Est. Cost $9.80 Unrealized
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value ($000) $31 Shares 36,900 Est. Cost $2.42 Unrealized -64.9%