Marble Harbor Investment Counsel, LLC Diversified Active

CIK: 0001387130 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value ($000): $954,688 (100.0% shares, 0.0% debt)

Holdings (189)

MSFT MICROSOFT CORP 8.0%
Value ($000) $76,576 Shares 147,845 Est. Cost $256.48 Unrealized +98.3%
AAPL APPLE INC 6.7%
Value ($000) $63,534 Shares 249,515 Est. Cost $85.83 Unrealized +162.8%
ABBV ABBVIE INC 4.5%
Value ($000) $42,649 Shares 184,197 Est. Cost $32.83 Unrealized +515.1%
ADP AUTOMATIC DATA PROCESSING IN 3.9%
Value ($000) $37,348 Shares 127,251 Est. Cost $52.99 Unrealized +462.0%
IRM IRON MTN INC DEL 3.5%
Value ($000) $33,157 Shares 325,260 Est. Cost $21.51 Unrealized +340.4%
ORLY OREILLY AUTOMOTIVE INC 3.3%
Value ($000) $31,185 Shares 289,260 Est. Cost $85.58 Unrealized +17.5%
CSCO CISCO SYS INC 3.3%
Value ($000) $31,128 Shares 454,959 Est. Cost $23.63 Unrealized +185.1%
EBAY EBAY INC. 3.0%
Value ($000) $28,541 Shares 313,813 Est. Cost $25.00 Unrealized +251.8%
ABT ABBOTT LABS 2.7%
Value ($000) $25,997 Shares 194,097 Est. Cost $34.32 Unrealized +280.6%
PG PROCTER AND GAMBLE CO 2.6%
Value ($000) $24,403 Shares 158,823 Est. Cost $84.69 Unrealized +82.9%
IDXX IDEXX LABS INC 2.5%
Value ($000) $23,419 Shares 36,655 Est. Cost $74.10 Unrealized +719.2%
PH PARKER-HANNIFIN CORP 2.3%
Value ($000) $22,002 Shares 29,021 Est. Cost $148.05 Unrealized +396.5%
FISV FISERV INC 2.3%
Value ($000) $21,772 Shares 168,870 Est. Cost $58.03 Unrealized +146.9%
VWO VANGUARD INTL EQUITY INDEX F 2.2%
Value ($000) $21,398 Shares 394,949 Est. Cost $39.15 Unrealized
GE GE AEROSPACE 1.9%
Value ($000) $18,296 Shares 60,823 Est. Cost $63.13 Unrealized +332.0%
PGR PROGRESSIVE CORP 1.8%
Value ($000) $16,938 Shares 68,587 Est. Cost $18.48 Unrealized +1153.8%
HR HEALTHCARE RLTY TR 1.7%
Value ($000) $16,253 Shares 901,432 Est. Cost $17.50 Unrealized
NTRS NORTHERN TR CORP 1.7%
Value ($000) $16,078 Shares 119,451 Est. Cost $46.11 Unrealized +176.2%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $15,718 Shares 139,408 Est. Cost $53.58 Unrealized +104.7%
WMT WALMART INC 1.6%
Value ($000) $15,378 Shares 149,215 Est. Cost $45.00 Unrealized +120.5%
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $12,230 Shares 182,368 Est. Cost $93.87 Unrealized -25.1%
EOG EOG RES INC 1.3%
Value ($000) $12,159 Shares 108,444 Est. Cost $67.02 Unrealized +76.0%
ECL ECOLAB INC 1.2%
Value ($000) $11,886 Shares 43,401 Est. Cost $84.87 Unrealized +218.5%
KO COCA COLA CO 1.2%
Value ($000) $11,644 Shares 175,569 Est. Cost $30.35 Unrealized +123.8%
PEP PEPSICO INC 1.2%
Value ($000) $11,590 Shares 82,523 Est. Cost $66.35 Unrealized +111.6%
DXCM DEXCOM INC 1.1%
Value ($000) $10,965 Shares 162,948 Est. Cost $77.75 Unrealized +1.8%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $10,897 Shares 130,004 Est. Cost $35.10 Unrealized +129.3%
DIS DISNEY WALT CO 1.1%
Value ($000) $10,865 Shares 94,888 Est. Cost $96.08 Unrealized +21.8%
SYK STRYKER CORPORATION 1.1%
Value ($000) $10,364 Shares 28,036 Est. Cost $83.33 Unrealized +361.5%
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $10,316 Shares 16,846 Est. Cost $313.99 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $10,167 Shares 54,830 Est. Cost $74.05 Unrealized +128.9%
PFE PFIZER INC 1.0%
Value ($000) $10,017 Shares 393,121 Est. Cost $19.93 Unrealized +21.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $9,637 Shares 19,169 Est. Cost $197.00 Unrealized +145.9%
GOOGL ALPHABET INC 1.0%
Value ($000) $9,556 Shares 39,308 Est. Cost $123.73 Unrealized +69.1%
GEV GE VERNOVA INC 1.0%
Value ($000) $9,235 Shares 15,019 Est. Cost $158.10 Unrealized +283.0%
VIOO VANGUARD ADMIRAL FDS INC 0.9%
Value ($000) $8,633 Shares 78,152 Est. Cost $124.77 Unrealized
PCOR PROCORE TECHNOLOGIES INC 0.8%
Value ($000) $7,590 Shares 104,081 Est. Cost $66.38 Unrealized +5.2%
MCD MCDONALDS CORP 0.8%
Value ($000) $7,461 Shares 24,552 Est. Cost $79.33 Unrealized +279.9%
TPR TAPESTRY INC 0.7%
Value ($000) $6,788 Shares 59,950 Est. Cost $27.27 Unrealized +281.3%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $6,670 Shares 35,747 Est. Cost $104.27 Unrealized +67.2%
BOH BANK HAWAII CORP 0.7%
Value ($000) $6,441 Shares 98,124 Est. Cost $51.16 Unrealized +28.1%
MRK MERCK & CO INC 0.6%
Value ($000) $5,771 Shares 68,763 Est. Cost $34.54 Unrealized +134.6%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $5,118 Shares 32,957 Est. Cost $89.17 Unrealized +70.8%
GOOG ALPHABET INC 0.5%
Value ($000) $4,973 Shares 20,417 Est. Cost $108.53 Unrealized +93.4%
EMR EMERSON ELEC CO 0.5%
Value ($000) $4,932 Shares 37,598 Est. Cost $41.26 Unrealized +228.4%
GLDM WORLD GOLD TR 0.5%
Value ($000) $4,897 Shares 64,050 Est. Cost $38.32 Unrealized
DHR DANAHER CORPORATION 0.5%
Value ($000) $4,739 Shares 23,902 Est. Cost $80.92 Unrealized +145.2%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $4,646 Shares 59,741 Est. Cost $75.21 Unrealized +3.9%
RTX RTX CORPORATION 0.5%
Value ($000) $4,485 Shares 26,806 Est. Cost $54.61 Unrealized +182.5%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value ($000) $4,258 Shares 34,732 Est. Cost $31.83 Unrealized +271.7%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $4,128 Shares 11,923 Est. Cost $231.97 Unrealized +51.5%
VBR VANGUARD INDEX FDS 0.4%
Value ($000) $3,995 Shares 19,140 Est. Cost $156.94 Unrealized
CB CHUBB LIMITED 0.4%
Value ($000) $3,588 Shares 12,711 Est. Cost $123.72 Unrealized +122.4%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $3,462 Shares 10,974 Est. Cost $114.13 Unrealized +159.3%
APD AIR PRODS & CHEMS INC 0.4%
Value ($000) $3,395 Shares 12,450 Est. Cost $91.22 Unrealized +213.0%
LRCX LAM RESEARCH CORP 0.3%
Value ($000) $3,167 Shares 23,650 Est. Cost $75.30 Unrealized +40.1%
HD HOME DEPOT INC 0.3%
Value ($000) $3,108 Shares 7,669 Est. Cost $144.98 Unrealized +168.4%
VB VANGUARD INDEX FDS 0.3%
Value ($000) $3,040 Shares 11,954 Est. Cost $167.26 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $2,948 Shares 3,864 Est. Cost $67.84 Unrealized +994.1%
SHEL SHELL PLC 0.3%
Value ($000) $2,890 Shares 40,400 Est. Cost $55.10 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $2,781 Shares 8,371 Est. Cost $86.54 Unrealized +265.8%
SIVR ABRDN SILVER ETF TRUST 0.3%
Value ($000) $2,700 Shares 60,700 Est. Cost $19.27 Unrealized
UNP UNION PAC CORP 0.3%
Value ($000) $2,690 Shares 11,382 Est. Cost $109.93 Unrealized +103.0%
TEL TE CONNECTIVITY PLC 0.3%
Value ($000) $2,425 Shares 11,046 Est. Cost $146.90 Unrealized +36.2%
DEO DIAGEO PLC 0.2%
Value ($000) $2,294 Shares 24,038 Est. Cost $120.28 Unrealized
IVOO VANGUARD ADMIRAL FDS INC 0.2%
Value ($000) $2,189 Shares 19,830 Est. Cost $105.87 Unrealized
SGOL ETFS GOLD TR 0.2%
Value ($000) $2,010 Shares 54,600 Est. Cost $23.64 Unrealized
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $2,002 Shares 21,900 Est. Cost $85.33 Unrealized
AMZN AMAZON COM INC 0.2%
Value ($000) $1,954 Shares 8,900 Est. Cost $123.57 Unrealized +83.2%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $1,948 Shares 2,105 Est. Cost $217.26 Unrealized +340.4%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,926 Shares 6,412 Est. Cost $101.06 Unrealized +173.1%
NKE NIKE INC 0.2%
Value ($000) $1,913 Shares 27,430 Est. Cost $84.89 Unrealized -13.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $1,609 Shares 2,700 Est. Cost $345.55 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,597 Shares 3,347 Est. Cost $111.75 Unrealized +280.7%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $1,480 Shares 11,958 Est. Cost $53.38 Unrealized +124.4%
QQQM INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1,434 Shares 5,801 Est. Cost $145.58 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,386 Shares 14,165 Est. Cost $100.91 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $1,375 Shares 2,054 Est. Cost $460.61 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $1,299 Shares 17,295 Est. Cost $71.30 Unrealized +4.5%
EEM ISHARES TR 0.1%
Value ($000) $1,271 Shares 23,800 Est. Cost $35.48 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1,212 Shares 16,049 Est. Cost $63.24 Unrealized +14.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1,195 Shares 5,538 Est. Cost $114.42 Unrealized
AON AON PLC 0.1%
Value ($000) $1,109 Shares 3,110 Est. Cost $178.56 Unrealized +102.5%
VLTO VERALTO CORP 0.1%
Value ($000) $906 Shares 8,494 Est. Cost $75.85 Unrealized +38.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $904 Shares 1,506 Est. Cost $367.44 Unrealized
VFH VANGUARD WORLD FD 0.1%
Value ($000) $899 Shares 6,850 Est. Cost $81.21 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $891 Shares 14,930 Est. Cost $18.57 Unrealized +264.1%
FTV FORTIVE CORP 0.1%
Value ($000) $869 Shares 17,738 Est. Cost $46.13 Unrealized +6.6%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $860 Shares 1,411 Est. Cost $81.52 Unrealized +591.0%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $857 Shares 17,950 Est. Cost $46.47 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $810 Shares 9,580 Est. Cost $50.78 Unrealized +74.4%
DVYE ISHARES INC 0.1%
Value ($000) $751 Shares 25,300 Est. Cost $24.94 Unrealized
RY ROYAL BK CDA 0.1%
Value ($000) $737 Shares 5,006 Est. Cost $60.93 Unrealized +126.2%
INTC INTEL CORP 0.1%
Value ($000) $717 Shares 21,363 Est. Cost $28.29 Unrealized -14.4%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $698 Shares 2,675 Est. Cost $174.38 Unrealized +47.6%
VGT VANGUARD WORLD FD 0.1%
Value ($000) $691 Shares 925 Est. Cost $423.87 Unrealized
RSMC TIDAL TRUST III 0.1%
Value ($000) $686 Shares 26,039 Est. Cost $23.84 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $676 Shares 13,100 Est. Cost $19.39 Unrealized +149.3%
ORCL ORACLE CORP 0.1%
Value ($000) $675 Shares 2,400 Est. Cost $73.20 Unrealized +247.2%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $659 Shares 500 Est. Cost $487.77 Unrealized +179.8%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $651 Shares 3,480 Est. Cost $214.01 Unrealized -14.0%
AMGN AMGEN INC 0.1%
Value ($000) $647 Shares 2,294 Est. Cost $154.00 Unrealized +86.1%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $646 Shares 2,865 Est. Cost $140.81 Unrealized +52.5%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $642 Shares 7,019 Est. Cost $48.47 Unrealized +86.0%
TR TOOTSIE ROLL INDS INC 0.1%
Value ($000) $633 Shares 15,108 Est. Cost $27.59 Unrealized +41.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $629 Shares 1,800 Est. Cost $177.40 Unrealized +93.6%
BA BOEING CO 0.1%
Value ($000) $626 Shares 2,900 Est. Cost $124.48 Unrealized +81.1%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $623 Shares 2,823 Est. Cost $116.22 Unrealized +92.5%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $616 Shares 35,689 Est. Cost $4.66 Unrealized +261.1%
AXON AXON ENTERPRISE INC 0.1%
Value ($000) $610 Shares 850 Est. Cost $158.08 Unrealized +380.0%
SO SOUTHERN CO 0.1%
Value ($000) $606 Shares 6,397 Est. Cost $42.98 Unrealized +114.6%
CSL CARLISLE COS INC 0.1%
Value ($000) $592 Shares 1,800 Est. Cost $87.17 Unrealized +334.0%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $586 Shares 10,300 Est. Cost $48.47 Unrealized +20.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $582 Shares 731 Est. Cost $315.59 Unrealized +132.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $570 Shares 2,310 Est. Cost $264.19 Unrealized -1.4%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $558 Shares 3,443 Est. Cost $57.79 Unrealized +185.8%
ENB ENBRIDGE INC 0.1%
Value ($000) $539 Shares 10,678 Est. Cost $27.46 Unrealized +67.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $532 Shares 800 Est. Cost $376.83 Unrealized
T AT&T INC 0.1%
Value ($000) $526 Shares 18,613 Est. Cost $14.02 Unrealized +100.2%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $522 Shares 2,126 Est. Cost $172.59 Unrealized +38.5%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $514 Shares 1,823 Est. Cost $112.72 Unrealized +130.3%
BX BLACKSTONE INC 0.1%
Value ($000) $513 Shares 3,000 Est. Cost $42.09 Unrealized +302.6%
PAYX PAYCHEX INC 0.1%
Value ($000) $504 Shares 3,978 Est. Cost $40.23 Unrealized +241.0%
HUBB HUBBELL INC 0.1%
Value ($000) $503 Shares 1,170 Est. Cost $229.44 Unrealized +86.6%
SYY SYSCO CORP 0.1%
Value ($000) $497 Shares 6,030 Est. Cost $52.98 Unrealized +48.8%
MAS MASCO CORP 0.1%
Value ($000) $495 Shares 7,035 Est. Cost $78.41 Unrealized -10.8%
MOS MOSAIC CO NEW 0.1%
Value ($000) $492 Shares 14,195 Est. Cost $21.51 Unrealized +57.9%
PNR PENTAIR PLC 0.1%
Value ($000) $491 Shares 4,430 Est. Cost $51.37 Unrealized +107.3%
HOLX HOLOGIC INC 0.1%
Value ($000) $489 Shares 7,242 Est. Cost $20.89 Unrealized +217.8%
FDX FEDEX CORP 0.1%
Value ($000) $483 Shares 2,050 Est. Cost $160.58 Unrealized +42.2%
RPM RPM INTL INC 0.1%
Value ($000) $483 Shares 4,100 Est. Cost $68.88 Unrealized +74.2%
SLYV SPDR SERIES TRUST 0.1%
Value ($000) $483 Shares 5,450 Est. Cost $46.82 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $468 Shares 2,222 Est. Cost $126.68 Unrealized +63.5%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $467 Shares 5,841 Est. Cost $49.57 Unrealized +70.7%
HIFS HINGHAM INSTN SVGS MASS 0.0%
Value ($000) $463 Shares 1,755 Est. Cost $55.69 Unrealized +375.3%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $460 Shares 922 Est. Cost $357.40 Unrealized +48.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $456 Shares 3,982 Est. Cost $46.91 Unrealized +128.3%
FDIQ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $434 Shares 7,150 Est. Cost $44.14 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $413 Shares 6,335 Est. Cost $98.04 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $413 Shares 1,437 Est. Cost $199.50 Unrealized +33.7%
KLAC KLA CORP 0.0%
Value ($000) $410 Shares 380 Est. Cost $510.90 Unrealized +82.1%
SRE SEMPRA 0.0%
Value ($000) $405 Shares 4,500 Est. Cost $53.28 Unrealized +49.8%
WAT WATERS CORP 0.0%
Value ($000) $394 Shares 1,313 Est. Cost $227.18 Unrealized +32.8%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $393 Shares 4,910 Est. Cost $58.48 Unrealized +28.3%
META META PLATFORMS INC 0.0%
Value ($000) $389 Shares 530 Est. Cost $443.21 Unrealized +67.7%
IEFA ISHARES TR 0.0%
Value ($000) $386 Shares 4,423 Est. Cost $65.75 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $380 Shares 900 Est. Cost $220.78 Unrealized +72.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $380 Shares 4,878 Est. Cost $27.16 Unrealized +14.7%
LOW LOWES COS INC 0.0%
Value ($000) $376 Shares 1,495 Est. Cost $153.05 Unrealized +59.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $366 Shares 3,869 Est. Cost $59.21 Unrealized +57.5%
GPC GENUINE PARTS CO 0.0%
Value ($000) $365 Shares 2,637 Est. Cost $136.86 Unrealized -3.3%
V VISA INC 0.0%
Value ($000) $343 Shares 1,004 Est. Cost $226.81 Unrealized +52.2%
QCOM QUALCOMM INC 0.0%
Value ($000) $333 Shares 2,000 Est. Cost $115.34 Unrealized +36.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $332 Shares 684 Est. Cost $397.50 Unrealized +16.9%
NTR NUTRIEN LTD 0.0%
Value ($000) $315 Shares 5,370 Est. Cost $45.80 Unrealized +27.3%
IWR ISHARES TR 0.0%
Value ($000) $299 Shares 3,095 Est. Cost $77.73 Unrealized
IUSG ISHARES TR 0.0%
Value ($000) $296 Shares 1,800 Est. Cost $117.21 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $295 Shares 1,750 Est. Cost $110.43 Unrealized +61.0%
TSLA TESLA INC 0.0%
Value ($000) $291 Shares 655 Est. Cost $301.28 Unrealized +15.1%
PHO INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $291 Shares 4,033 Est. Cost $60.84 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $285 Shares 1,708 Est. Cost $128.56 Unrealized +38.9%
SNA SNAP ON INC 0.0%
Value ($000) $282 Shares 815 Est. Cost $270.36 Unrealized +19.8%
USB US BANCORP DEL 0.0%
Value ($000) $279 Shares 5,779 Est. Cost $33.10 Unrealized +40.0%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $278 Shares 2,550 Est. Cost $82.56 Unrealized +22.8%
NUE NUCOR CORP 0.0%
Value ($000) $278 Shares 2,050 Est. Cost $102.52 Unrealized +37.1%
WDFC WD 40 CO 0.0%
Value ($000) $277 Shares 1,400 Est. Cost $157.96 Unrealized +35.7%
AVB AVALONBAY CMNTYS INC 0.0%
Value ($000) $270 Shares 1,400 Est. Cost $151.65 Unrealized +26.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $270 Shares 2,174 Est. Cost $67.09 Unrealized +89.0%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $270 Shares 4,000 Est. Cost $46.45 Unrealized +37.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $267 Shares 7,776 Est. Cost $47.83 Unrealized -28.2%
DFUV DIMENSIONAL ETF TRUST 0.0%
Value ($000) $263 Shares 5,877 Est. Cost $44.69 Unrealized
SHY ISHARES TR 0.0%
Value ($000) $260 Shares 3,129 Est. Cost $82.96 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $256 Shares 450 Est. Cost $397.11 Unrealized +44.4%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $253 Shares 1,500 Est. Cost $136.83 Unrealized 0.0%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $245 Shares 9,875 Est. Cost $20.69 Unrealized +21.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $241 Shares 5,343 Est. Cost $44.15 Unrealized +3.1%
L LOEWS CORP 0.0%
Value ($000) $231 Shares 2,300 Est. Cost $85.35 Unrealized +10.7%
CINF CINCINNATI FINL CORP 0.0%
Value ($000) $231 Shares 1,458 Est. Cost $142.02 Unrealized +5.8%
CTVA CORTEVA INC 0.0%
Value ($000) $228 Shares 3,378 Est. Cost $61.25 Unrealized +17.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $228 Shares 1,333 Est. Cost $143.02 Unrealized +11.9%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $226 Shares 12,427 Est. Cost $15.17 Unrealized +7.4%
FTNT FORTINET INC 0.0%
Value ($000) $210 Shares 2,500 Est. Cost $88.94 Unrealized +0.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $208 Shares 2,850 Est. Cost $57.97 Unrealized +29.5%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $206 Shares 1,080 Est. Cost $176.64 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $205 Shares 1,000 Est. Cost $180.78 Unrealized 0.0%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $203 Shares 1,800 Est. Cost $108.19 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $148 Shares 12,350 Est. Cost $11.02 Unrealized +2.8%
EVGO EVGO INC 0.0%
Value ($000) $52 Shares 10,900 Est. Cost $2.59 Unrealized +49.4%
CRDL CARDIOL THERAPEUTICS INC 0.0%
Value ($000) $43 Shares 39,900 Est. Cost $2.33 Unrealized -47.9%