Ativo Capital Management LLC Diversified Active

CIK: 0001423065 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2020

Total Value ($000): $218,072 (100.0% shares, 0.0% debt)

Holdings (103)

Icon PLC 8.4%
Value ($000) $18,362 Shares 106,611 Est. Cost $132.09 Unrealized
AerCap Holdings NV 8.4%
Value ($000) $18,324 Shares 298,101 Est. Cost $52.46 Unrealized
SAP Sap SE Sp ADR 7.8%
Value ($000) $16,929 Shares 126,343 Est. Cost $80.79 Unrealized
Check Point Software Tech Ltd 6.9%
Value ($000) $15,085 Shares 135,946 Est. Cost $106.53 Unrealized
Alibaba Group Holding Ltd Sp A 4.5%
Value ($000) $9,720 Shares 45,827 Est. Cost $126.75 Unrealized
TM Toyota Motor Corp Sp ADR 2 2.1%
Value ($000) $4,541 Shares 32,311 Est. Cost $120.94 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 1.6%
Value ($000) $3,528 Shares 60,720 Est. Cost $25.29 Unrealized
CGI Inc Cl A 1.2%
Value ($000) $2,679 Shares 32,009 Est. Cost $68.76 Unrealized
AAPL Apple Inc 1.2%
Value ($000) $2,556 Shares 8,706 Est. Cost $28.17 Unrealized +120.1%
S&P Global Inc 1.0%
Value ($000) $2,247 Shares 8,231 Est. Cost $137.69 Unrealized
Adobe Systems Inc 1.0%
Value ($000) $2,172 Shares 6,587 Est. Cost $177.30 Unrealized
Mastercard Incorporated 1.0%
Value ($000) $2,149 Shares 7,198 Est. Cost $89.77 Unrealized
Aon Plc 1.0%
Value ($000) $2,123 Shares 10,191 Est. Cost $113.08 Unrealized
Accenture PLC Ireland Class A 1.0%
Value ($000) $2,113 Shares 10,034 Est. Cost $113.29 Unrealized
Ansys Inc 0.9%
Value ($000) $2,042 Shares 7,934 Est. Cost $178.57 Unrealized
TMO Thermo Fisher Scientific Inc 0.9%
Value ($000) $2,040 Shares 6,278 Est. Cost $172.27 Unrealized +73.2%
Facebook Inc Cl A 0.9%
Value ($000) $2,009 Shares 9,786 Est. Cost $151.65 Unrealized
Visa Inc Cl A 0.9%
Value ($000) $1,988 Shares 10,581 Est. Cost $94.08 Unrealized
RELX Relx PLC Sp ADR 0.9%
Value ($000) $1,982 Shares 78,437 Est. Cost $20.93 Unrealized
Unitedhealth Group Inc 0.9%
Value ($000) $1,958 Shares 6,662 Est. Cost $193.52 Unrealized
ROP Roper Technologies Inc 0.9%
Value ($000) $1,957 Shares 5,525 Est. Cost $194.28 Unrealized +71.4%
Alphabet Inc Cap Stock Cl A 0.9%
Value ($000) $1,952 Shares 1,457 Est. Cost $1097.63 Unrealized
APH Amphenol Corp New 0.9%
Value ($000) $1,924 Shares 17,777 Est. Cost $13.67 Unrealized +76.2%
Legal & Gen Group PLC Sp ADR 0.9%
Value ($000) $1,867 Shares 92,016 Est. Cost $15.24 Unrealized
DIS Disney Walt Co Disney 0.9%
Value ($000) $1,859 Shares 12,854 Est. Cost $106.57 Unrealized +27.4%
AT&T Inc 0.8%
Value ($000) $1,845 Shares 47,204 Est. Cost $37.84 Unrealized
MetLife Inc 0.8%
Value ($000) $1,810 Shares 35,516 Est. Cost $50.96 Unrealized
Ihs Markit Ltd 0.8%
Value ($000) $1,801 Shares 23,906 Est. Cost $43.69 Unrealized
Broadcom Ltd 0.8%
Value ($000) $1,800 Shares 5,695 Est. Cost $264.67 Unrealized
AXP American Express Co 0.8%
Value ($000) $1,787 Shares 14,354 Est. Cost $95.83 Unrealized +14.9%
UPS United Parcel Service Inc 0.8%
Value ($000) $1,773 Shares 15,144 Est. Cost $82.76 Unrealized +12.2%
Raytheon Co 0.8%
Value ($000) $1,768 Shares 8,048 Est. Cost $165.24 Unrealized
Kirkland Lake Gold Ltd 0.8%
Value ($000) $1,754 Shares 39,792 Est. Cost $43.16 Unrealized
PSX Phillips 66 0.8%
Value ($000) $1,734 Shares 15,563 Est. Cost $71.93 Unrealized +21.5%
HD Home Depot Inc 0.8%
Value ($000) $1,725 Shares 7,898 Est. Cost $156.23 Unrealized +24.8%
Verisk Analytics Inc 0.8%
Value ($000) $1,713 Shares 11,471 Est. Cost $81.15 Unrealized
TXN Texas Instruments Inc 0.8%
Value ($000) $1,704 Shares 13,282 Est. Cost $56.88 Unrealized +82.4%
Booking Holdings Inc 0.8%
Value ($000) $1,664 Shares 810 Est. Cost $1801.17 Unrealized
AmerisourceBergen Corp 0.8%
Value ($000) $1,655 Shares 19,465 Est. Cost $83.20 Unrealized
PEG Public Service Enterprise Grou 0.7%
Value ($000) $1,629 Shares 27,583 Est. Cost $39.27 Unrealized +25.1%
Comcast Corp New 0.7%
Value ($000) $1,606 Shares 35,719 Est. Cost $43.44 Unrealized
Sirius XM Holdings Inc 0.7%
Value ($000) $1,556 Shares 217,609 Est. Cost $5.47 Unrealized
Monster Beverage Corp 0.7%
Value ($000) $1,548 Shares 24,351 Est. Cost $59.20 Unrealized
RIO Rio Tinto PLC Sp ADR 0.7%
Value ($000) $1,521 Shares 25,622 Est. Cost $57.90 Unrealized
CDW Corp 0.7%
Value ($000) $1,515 Shares 10,603 Est. Cost $66.84 Unrealized
OTEX Open Text Corp 0.7%
Value ($000) $1,491 Shares 33,832 Est. Cost $30.74 Unrealized +16.6%
RY Royal Bank of Canada Montreal 0.7%
Value ($000) $1,471 Shares 18,573 Est. Cost $62.01 Unrealized +29.9%
RTO Rentokil Initial PLC Sp ADR 0.7%
Value ($000) $1,450 Shares 47,600 Est. Cost $29.12 Unrealized
Allegion Pub Ltd Co 0.7%
Value ($000) $1,436 Shares 11,533 Est. Cost $90.55 Unrealized
Oracle Corp 0.6%
Value ($000) $1,413 Shares 26,663 Est. Cost $42.79 Unrealized
MGA Magna Intl Inc 0.6%
Value ($000) $1,400 Shares 25,529 Est. Cost $44.52 Unrealized 0.0%
BHP BHP GROUP LTD 0.6%
Value ($000) $1,391 Shares 25,423 Est. Cost $54.68 Unrealized
Novartis AG Sp ADR 0.6%
Value ($000) $1,365 Shares 14,413 Est. Cost $96.13 Unrealized
Ageas Sp ADR Ne 0.6%
Value ($000) $1,346 Shares 22,700 Est. Cost $59.30 Unrealized
AME Ametek Inc 0.6%
Value ($000) $1,338 Shares 13,412 Est. Cost $50.18 Unrealized +81.2%
Royal Dutch Shell PLC Sp ADR A 0.6%
Value ($000) $1,336 Shares 22,645 Est. Cost $63.92 Unrealized
Inmode Ltd 0.6%
Value ($000) $1,329 Shares 33,915 Est. Cost $31.87 Unrealized
TD Toronto Dominion Bank Ont 0.6%
Value ($000) $1,311 Shares 23,355 Est. Cost $57.44 Unrealized -1.3%
Telus Corp 0.6%
Value ($000) $1,304 Shares 33,675 Est. Cost $33.15 Unrealized
Cbre Group Inc 0.6%
Value ($000) $1,292 Shares 21,075 Est. Cost $52.99 Unrealized
AMGN Amgen Inc 0.6%
Value ($000) $1,289 Shares 5,345 Est. Cost $144.43 Unrealized +26.5%
BMO BANK MONTREAL QUE 0.6%
Value ($000) $1,280 Shares 16,511 Est. Cost $56.87 Unrealized +1.8%
WU Western Un Co 0.6%
Value ($000) $1,254 Shares 46,819 Est. Cost $26.78 Unrealized
PHG Koninklijke Philips NV NY Reg 0.6%
Value ($000) $1,233 Shares 25,263 Est. Cost $37.99 Unrealized
ORANY Orange Sp ADR 0.6%
Value ($000) $1,211 Shares 82,976 Est. Cost $15.57 Unrealized
SHW Sherwin Williams Co 0.6%
Value ($000) $1,211 Shares 2,076 Est. Cost $138.64 Unrealized +30.3%
MCO Moodys Corp 0.6%
Value ($000) $1,208 Shares 5,086 Est. Cost $78.51 Unrealized +168.9%
SNPS Synopsys Inc 0.6%
Value ($000) $1,207 Shares 8,673 Est. Cost $52.86 Unrealized +159.5%
Iqvia Holdings Inc 0.5%
Value ($000) $1,195 Shares 7,732 Est. Cost $97.90 Unrealized
Nvr Inc 0.5%
Value ($000) $1,191 Shares 313 Est. Cost $2971.14 Unrealized
SK Telecom Ltd Sp ADR 0.5%
Value ($000) $1,187 Shares 51,345 Est. Cost $27.80 Unrealized
TRMB Trimble Inc 0.5%
Value ($000) $1,160 Shares 27,830 Est. Cost $39.78 Unrealized 0.0%
SYK Stryker Corp 0.5%
Value ($000) $1,148 Shares 5,469 Est. Cost $89.33 Unrealized +117.4%
ADI Analog Devices Inc 0.5%
Value ($000) $1,135 Shares 9,549 Est. Cost $82.25 Unrealized +22.6%
HON Honeywell Intl Inc 0.5%
Value ($000) $1,130 Shares 6,386 Est. Cost $72.17 Unrealized +99.4%
Ingersoll-Rand PLC 0.5%
Value ($000) $1,120 Shares 8,425 Est. Cost $81.33 Unrealized
INTC Intel Corp 0.5%
Value ($000) $1,113 Shares 18,600 Est. Cost $40.06 Unrealized +23.0%
Intuitive Surgical Inc 0.5%
Value ($000) $1,101 Shares 1,863 Est. Cost $412.82 Unrealized
CM Canadian Imperial Bank Comm To 0.5%
Value ($000) $1,082 Shares 13,009 Est. Cost $28.16 Unrealized +12.5%
FTS Fortis Inc 0.5%
Value ($000) $1,061 Shares 25,562 Est. Cost $27.08 Unrealized +19.6%
TE Connectivity Ltd Reg 0.5%
Value ($000) $1,046 Shares 10,910 Est. Cost $65.29 Unrealized
EXPD Expeditors Intl Wash Inc 0.5%
Value ($000) $1,041 Shares 13,344 Est. Cost $66.40 Unrealized +4.8%
GD General Dynamics Corp 0.5%
Value ($000) $1,026 Shares 5,815 Est. Cost $99.33 Unrealized +56.9%
Verisign Inc 0.5%
Value ($000) $1,010 Shares 5,240 Est. Cost $188.54 Unrealized
CenterPoint Energy Inc 0.5%
Value ($000) $1,002 Shares 36,727 Est. Cost $30.18 Unrealized
Momo Inc ADR 0.4%
Value ($000) $960 Shares 28,643 Est. Cost $26.06 Unrealized
JNJ Johnson & Johnson 0.4%
Value ($000) $943 Shares 6,462 Est. Cost $74.18 Unrealized +53.8%
Laboratory Corp America Holdin 0.4%
Value ($000) $941 Shares 5,565 Est. Cost $161.74 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $820 Shares 20,935 Est. Cost $19.18 Unrealized +39.2%
CTSH Cognizant Technology Solutions 0.3%
Value ($000) $702 Shares 11,313 Est. Cost $70.61 Unrealized -20.2%
LMT Lockheed Martin Corp 0.3%
Value ($000) $626 Shares 1,607 Est. Cost $250.05 Unrealized +29.9%
Ameriprise Financial Inc 0.3%
Value ($000) $597 Shares 3,587 Est. Cost $166.43 Unrealized
Nextera Energy Inc 0.3%
Value ($000) $593 Shares 2,449 Est. Cost $242.14 Unrealized
United Technologies Corp 0.3%
Value ($000) $549 Shares 3,664 Est. Cost $130.19 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $532 Shares 2,945 Est. Cost $147.77 Unrealized +1.1%
HCA Healthcare Inc 0.2%
Value ($000) $524 Shares 3,542 Est. Cost $114.62 Unrealized
Verizon Communications Inc 0.2%
Value ($000) $489 Shares 7,965 Est. Cost $53.39 Unrealized
Total SA Sp ADR 0.2%
Value ($000) $477 Shares 8,623 Est. Cost $57.69 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $413 Shares 1,517 Est. Cost $209.73 Unrealized +8.0%
CNOOC Ltd Sp ADR 0.2%
Value ($000) $411 Shares 2,466 Est. Cost $170.45 Unrealized
Mobile Telesystems PJSC Sp ADR 0.2%
Value ($000) $402 Shares 39,560 Est. Cost $10.16 Unrealized
Grupo Aval Acciones Y Valores 0.2%
Value ($000) $396 Shares 45,369 Est. Cost $7.46 Unrealized
KT Corp Sp ADR 0.2%
Value ($000) $369 Shares 31,805 Est. Cost $16.64 Unrealized