Ativo Capital Management LLC Diversified Active

CIK: 0001423065 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $160,107 (100.0% shares, 0.0% debt)

Holdings (101)

Check Point Software Tech Ltd 8.2%
Value ($000) $13,192 Shares 131,215 Est. Cost $106.53 Unrealized
SAP Sap SE Sp ADR 8.1%
Value ($000) $13,001 Shares 117,653 Est. Cost $80.79 Unrealized
Icon PLC 7.7%
Value ($000) $12,395 Shares 91,139 Est. Cost $132.09 Unrealized
Alibaba Group Holding Ltd Sp A 5.2%
Value ($000) $8,394 Shares 43,160 Est. Cost $126.75 Unrealized
AerCap Holdings NV 3.9%
Value ($000) $6,298 Shares 276,352 Est. Cost $52.46 Unrealized
TM Toyota Motor Corp Sp ADR 2 2.4%
Value ($000) $3,864 Shares 32,210 Est. Cost $120.94 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 1.4%
Value ($000) $2,290 Shares 47,926 Est. Cost $25.29 Unrealized
AAPL Apple Inc 1.4%
Value ($000) $2,197 Shares 8,641 Est. Cost $28.17 Unrealized +152.3%
Mastercard Incorporated 1.3%
Value ($000) $2,070 Shares 8,571 Est. Cost $114.07 Unrealized
Visa Inc Cl A 1.3%
Value ($000) $2,064 Shares 12,809 Est. Cost $105.74 Unrealized
Alphabet Inc Cap Stock Cl A 1.3%
Value ($000) $2,003 Shares 1,724 Est. Cost $1107.57 Unrealized
Unitedhealth Group Inc 1.2%
Value ($000) $1,928 Shares 7,729 Est. Cost $201.24 Unrealized
CGI Inc Cl A 1.1%
Value ($000) $1,720 Shares 31,619 Est. Cost $68.76 Unrealized
AmerisourceBergen Corp 1.1%
Value ($000) $1,711 Shares 19,339 Est. Cost $83.20 Unrealized
ROP Roper Technologies Inc 1.1%
Value ($000) $1,708 Shares 5,477 Est. Cost $194.28 Unrealized +76.1%
Monster Beverage Corp 1.0%
Value ($000) $1,668 Shares 29,655 Est. Cost $58.67 Unrealized
Aon Plc 1.0%
Value ($000) $1,667 Shares 10,100 Est. Cost $165.05 Unrealized
RELX Relx PLC Sp ADR 1.0%
Value ($000) $1,663 Shares 77,731 Est. Cost $20.93 Unrealized
Adobe Systems Inc 1.0%
Value ($000) $1,650 Shares 5,185 Est. Cost $177.30 Unrealized
Accenture PLC Ireland Class A 1.0%
Value ($000) $1,626 Shares 9,960 Est. Cost $113.29 Unrealized
Facebook Inc Cl A 1.0%
Value ($000) $1,619 Shares 9,704 Est. Cost $151.65 Unrealized
S&P Global Inc 1.0%
Value ($000) $1,588 Shares 6,482 Est. Cost $137.69 Unrealized
ALL Allstate Corp 1.0%
Value ($000) $1,585 Shares 17,276 Est. Cost $94.25 Unrealized 0.0%
Verisk Analytics Inc 1.0%
Value ($000) $1,583 Shares 11,360 Est. Cost $81.15 Unrealized
Ansys Inc 1.0%
Value ($000) $1,566 Shares 6,737 Est. Cost $178.57 Unrealized
MSFT Microsoft Corp 1.0%
Value ($000) $1,565 Shares 9,920 Est. Cost $156.34 Unrealized 0.0%
AXP American Express Co 0.9%
Value ($000) $1,501 Shares 17,537 Est. Cost $97.96 Unrealized +9.8%
TMO Thermo Fisher Scientific Inc 0.9%
Value ($000) $1,457 Shares 5,137 Est. Cost $172.27 Unrealized +80.2%
Ihs Markit Ltd 0.9%
Value ($000) $1,422 Shares 23,695 Est. Cost $43.69 Unrealized
AT&T Inc 0.9%
Value ($000) $1,365 Shares 46,831 Est. Cost $37.84 Unrealized
APH Amphenol Corp New 0.8%
Value ($000) $1,288 Shares 17,667 Est. Cost $13.67 Unrealized +64.9%
Oracle Corp 0.8%
Value ($000) $1,278 Shares 26,451 Est. Cost $42.79 Unrealized
Broadcom Ltd 0.8%
Value ($000) $1,266 Shares 5,340 Est. Cost $264.67 Unrealized
INTC Intel Corp 0.8%
Value ($000) $1,253 Shares 23,152 Est. Cost $42.48 Unrealized +23.2%
MCO Moodys Corp 0.8%
Value ($000) $1,244 Shares 5,881 Est. Cost $99.17 Unrealized +133.3%
PEG Public Service Enterprise Grou 0.8%
Value ($000) $1,231 Shares 27,421 Est. Cost $39.27 Unrealized +12.4%
OTEX Open Text Corp 0.7%
Value ($000) $1,167 Shares 33,430 Est. Cost $30.74 Unrealized +18.3%
Kirkland Lake Gold Ltd 0.7%
Value ($000) $1,166 Shares 39,397 Est. Cost $43.16 Unrealized
Novartis AG Sp ADR 0.7%
Value ($000) $1,165 Shares 14,132 Est. Cost $96.13 Unrealized
RIO Rio Tinto PLC Sp ADR 0.7%
Value ($000) $1,154 Shares 25,323 Est. Cost $57.90 Unrealized
RTO Rentokil Initial PLC Sp ADR 0.7%
Value ($000) $1,136 Shares 47,100 Est. Cost $29.12 Unrealized
RY Royal Bank of Canada Montreal 0.7%
Value ($000) $1,131 Shares 18,375 Est. Cost $62.01 Unrealized +19.7%
SNPS Synopsys Inc 0.7%
Value ($000) $1,116 Shares 8,669 Est. Cost $52.86 Unrealized +169.1%
Booking Holdings Inc 0.7%
Value ($000) $1,083 Shares 805 Est. Cost $1801.17 Unrealized
Legal & Gen Group PLC Sp ADR 0.7%
Value ($000) $1,070 Shares 90,862 Est. Cost $15.24 Unrealized
Comcast Corp New 0.7%
Value ($000) $1,064 Shares 30,938 Est. Cost $43.44 Unrealized
Allegion Pub Ltd Co 0.7%
Value ($000) $1,061 Shares 11,533 Est. Cost $90.55 Unrealized
Telus Corp 0.7%
Value ($000) $1,051 Shares 66,607 Est. Cost $24.56 Unrealized
Raytheon Co 0.7%
Value ($000) $1,046 Shares 7,978 Est. Cost $165.24 Unrealized
BIO Bio Rad Laboratories Inc Cl A 0.6%
Value ($000) $1,039 Shares 2,963 Est. Cost $367.68 Unrealized 0.0%
HD Home Depot Inc 0.6%
Value ($000) $1,033 Shares 5,533 Est. Cost $156.23 Unrealized +21.7%
Headhunter Group PLC Sp ADS 0.6%
Value ($000) $1,024 Shares 64,121 Est. Cost $15.97 Unrealized
PHG Koninklijke Philips NV NY Reg 0.6%
Value ($000) $1,003 Shares 24,963 Est. Cost $37.99 Unrealized
UPS United Parcel Service Inc 0.6%
Value ($000) $992 Shares 10,618 Est. Cost $82.76 Unrealized -1.1%
ORANY Orange Sp ADR 0.6%
Value ($000) $991 Shares 82,073 Est. Cost $15.57 Unrealized
CDW Corp 0.6%
Value ($000) $989 Shares 10,607 Est. Cost $66.84 Unrealized
TD Toronto Dominion Bank Ont 0.6%
Value ($000) $974 Shares 22,974 Est. Cost $57.44 Unrealized -10.7%
FTS Fortis Inc 0.6%
Value ($000) $974 Shares 25,260 Est. Cost $27.08 Unrealized +20.9%
Veolia Environnement Sp ADR 0.6%
Value ($000) $968 Shares 45,640 Est. Cost $21.21 Unrealized
AME Ametek Inc 0.6%
Value ($000) $966 Shares 13,415 Est. Cost $50.18 Unrealized +72.8%
TXN Texas Instruments Inc 0.6%
Value ($000) $962 Shares 9,623 Est. Cost $56.88 Unrealized +78.7%
JNJ Johnson & Johnson 0.6%
Value ($000) $960 Shares 7,323 Est. Cost $79.59 Unrealized +51.0%
SHW Sherwin Williams Co 0.6%
Value ($000) $954 Shares 2,076 Est. Cost $138.64 Unrealized +23.5%
Verisign Inc 0.6%
Value ($000) $943 Shares 5,239 Est. Cost $188.54 Unrealized
Ageas Sp ADR Ne 0.6%
Value ($000) $927 Shares 22,500 Est. Cost $59.30 Unrealized
Intuitive Surgical Inc 0.6%
Value ($000) $923 Shares 1,863 Est. Cost $412.82 Unrealized
BHP BHP GROUP LTD 0.6%
Value ($000) $922 Shares 25,127 Est. Cost $54.68 Unrealized
SYK Stryker Corp 0.6%
Value ($000) $910 Shares 5,469 Est. Cost $89.33 Unrealized +105.2%
EXPD Expeditors Intl Wash Inc 0.6%
Value ($000) $890 Shares 13,338 Est. Cost $66.40 Unrealized +0.2%
TRMB Trimble Inc 0.6%
Value ($000) $886 Shares 27,834 Est. Cost $39.78 Unrealized -1.7%
ADI Analog Devices Inc 0.5%
Value ($000) $856 Shares 9,549 Est. Cost $82.25 Unrealized +19.6%
HON Honeywell Intl Inc 0.5%
Value ($000) $854 Shares 6,386 Est. Cost $72.17 Unrealized +89.2%
WU Western Un Co 0.5%
Value ($000) $849 Shares 46,813 Est. Cost $26.78 Unrealized
Gazprom PJSC Sp ADR 0.5%
Value ($000) $841 Shares 184,366 Est. Cost $4.56 Unrealized
ALIZY Allianz SE Unsponsrd ADS 0.5%
Value ($000) $835 Shares 49,237 Est. Cost $16.96 Unrealized
Iqvia Holdings Inc 0.5%
Value ($000) $834 Shares 7,732 Est. Cost $97.90 Unrealized
AMGN Amgen Inc 0.5%
Value ($000) $832 Shares 4,105 Est. Cost $144.43 Unrealized +26.2%
BMO BANK MONTREAL QUE 0.5%
Value ($000) $820 Shares 16,314 Est. Cost $56.87 Unrealized -7.4%
AVY Avery Dennison Corp 0.5%
Value ($000) $813 Shares 7,976 Est. Cost $110.79 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Cl B 0.5%
Value ($000) $812 Shares 4,444 Est. Cost $212.55 Unrealized 0.0%
MGA Magna Intl Inc 0.5%
Value ($000) $806 Shares 25,259 Est. Cost $44.52 Unrealized -14.4%
Nvr Inc 0.5%
Value ($000) $803 Shares 313 Est. Cost $2971.14 Unrealized
Cbre Group Inc 0.5%
Value ($000) $795 Shares 21,085 Est. Cost $52.99 Unrealized
Galapagos NV Sp ADR 0.5%
Value ($000) $771 Shares 3,934 Est. Cost $195.98 Unrealized
GD General Dynamics Corp 0.5%
Value ($000) $769 Shares 5,815 Est. Cost $99.33 Unrealized +46.0%
Sirius XM Holdings Inc 0.5%
Value ($000) $769 Shares 155,745 Est. Cost $5.47 Unrealized
CM Canadian Imperial Bank Comm To 0.5%
Value ($000) $748 Shares 12,901 Est. Cost $28.16 Unrealized +0.2%
Laboratory Corp America Holdin 0.4%
Value ($000) $703 Shares 5,566 Est. Cost $161.74 Unrealized
Trane Technologies PLC 0.4%
Value ($000) $696 Shares 8,425 Est. Cost $82.61 Unrealized
Anglo American PLC Sp ADR 0.4%
Value ($000) $593 Shares 67,119 Est. Cost $8.84 Unrealized
CTSH Cognizant Technology Solutions 0.3%
Value ($000) $526 Shares 11,311 Est. Cost $70.61 Unrealized -22.8%
RTX Raytheon Technologies Corp 0.3%
Value ($000) $511 Shares 5,418 Est. Cost $73.52 Unrealized 0.0%
LHX L3harris Technologies Inc 0.3%
Value ($000) $459 Shares 2,551 Est. Cost $182.00 Unrealized 0.0%
NVO Novo-Nordisk AS ADR 0.2%
Value ($000) $356 Shares 5,911 Est. Cost $60.23 Unrealized
Mobile Telesystems PJSC Sp ADR 0.2%
Value ($000) $330 Shares 43,378 Est. Cost $9.94 Unrealized
Total SA Sp ADR 0.2%
Value ($000) $311 Shares 8,357 Est. Cost $57.69 Unrealized
DAL Delta Air Lines Inc 0.2%
Value ($000) $277 Shares 9,702 Est. Cost $48.02 Unrealized 0.0%
Biogen Inc 0.2%
Value ($000) $270 Shares 855 Est. Cost $315.79 Unrealized
Exelon Corp 0.2%
Value ($000) $264 Shares 7,175 Est. Cost $36.79 Unrealized
CNOOC Ltd Sp ADR 0.2%
Value ($000) $245 Shares 2,369 Est. Cost $170.45 Unrealized
Grupo Aval Acciones Y Valores 0.1%
Value ($000) $199 Shares 45,391 Est. Cost $7.46 Unrealized