Ativo Capital Management LLC Diversified Active

CIK: 0001423065 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $235,753 (100.0% shares, 0.0% debt)

Holdings (130)

Check Point Software Tech Ltd 4.6%
Value ($000) $10,775 Shares 92,784 Est. Cost $106.53 Unrealized
Icon PLC 4.4%
Value ($000) $10,284 Shares 49,752 Est. Cost $132.09 Unrealized
SAP Sap SE Sp ADR 4.2%
Value ($000) $9,985 Shares 71,089 Est. Cost $82.65 Unrealized
Wipro Ltd Sp ADR 1 Sh 4.2%
Value ($000) $9,929 Shares 1,271,265 Est. Cost $4.35 Unrealized
Alibaba Group Holding Ltd Sp A 3.6%
Value ($000) $8,424 Shares 37,145 Est. Cost $150.74 Unrealized
INFY Infosys Ltd Sp ADR 2.5%
Value ($000) $5,968 Shares 281,637 Est. Cost $11.91 Unrealized
AAPL Apple Inc 1.9%
Value ($000) $4,376 Shares 31,948 Est. Cost $86.79 Unrealized +45.7%
Alphabet Inc Cap Stock Cl A 1.6%
Value ($000) $3,799 Shares 1,556 Est. Cost $1107.57 Unrealized
Facebook Inc Cl A 1.5%
Value ($000) $3,580 Shares 10,295 Est. Cost $159.55 Unrealized
MSFT Microsoft Corp 1.2%
Value ($000) $2,795 Shares 10,319 Est. Cost $165.15 Unrealized +48.2%
TSM Taiwan Semiconductor Mfg Ltd S 1.2%
Value ($000) $2,770 Shares 23,049 Est. Cost $27.28 Unrealized
Adobe Systems Inc 1.2%
Value ($000) $2,722 Shares 4,648 Est. Cost $194.86 Unrealized
TMO Thermo Fisher Scientific Inc 1.2%
Value ($000) $2,716 Shares 5,384 Est. Cost $212.62 Unrealized +119.2%
BRK/B Berkshire Hathaway Inc Cl B 1.1%
Value ($000) $2,605 Shares 9,374 Est. Cost $279.44 Unrealized 0.0%
Monster Beverage Corp 1.1%
Value ($000) $2,507 Shares 27,439 Est. Cost $62.69 Unrealized
Accenture PLC Ireland Class A 1.0%
Value ($000) $2,439 Shares 8,275 Est. Cost $113.29 Unrealized
Unitedhealth Group Inc 1.0%
Value ($000) $2,366 Shares 5,907 Est. Cost $207.27 Unrealized
HD Home Depot Inc 1.0%
Value ($000) $2,273 Shares 7,127 Est. Cost $171.59 Unrealized +65.4%
Mastercard Incorporated 1.0%
Value ($000) $2,269 Shares 6,214 Est. Cost $114.07 Unrealized
Hp Inc 0.9%
Value ($000) $2,131 Shares 70,575 Est. Cost $28.39 Unrealized
MCO Moodys Corp 0.9%
Value ($000) $2,122 Shares 5,857 Est. Cost $138.05 Unrealized +132.0%
TXN Texas Instruments Inc 0.9%
Value ($000) $2,104 Shares 10,940 Est. Cost $66.66 Unrealized +146.3%
KLAC Kla Corporation 0.9%
Value ($000) $2,092 Shares 6,451 Est. Cost $220.47 Unrealized +38.3%
Zozo Inc Unsponsored ADR 0.9%
Value ($000) $2,083 Shares 293,440 Est. Cost $5.55 Unrealized
Price T Rowe Group Inc 0.9%
Value ($000) $2,050 Shares 10,357 Est. Cost $197.93 Unrealized
Dell Technologies Inc Cl C 0.9%
Value ($000) $2,028 Shares 20,351 Est. Cost $83.69 Unrealized
Ihs Markit Ltd 0.8%
Value ($000) $1,956 Shares 17,359 Est. Cost $48.77 Unrealized
Aon Plc 0.8%
Value ($000) $1,945 Shares 8,148 Est. Cost $165.05 Unrealized
Sibanye Stillwater Ltd Sp ADR 0.8%
Value ($000) $1,869 Shares 111,694 Est. Cost $15.89 Unrealized
Broadcom Ltd 0.8%
Value ($000) $1,854 Shares 3,887 Est. Cost $318.60 Unrealized
ALL Allstate Corp 0.8%
Value ($000) $1,837 Shares 14,084 Est. Cost $98.09 Unrealized +17.5%
CGI Inc Cl A 0.8%
Value ($000) $1,803 Shares 19,898 Est. Cost $68.76 Unrealized
TM Toyota Motor Corp Sp ADR 2 0.8%
Value ($000) $1,778 Shares 10,168 Est. Cost $120.94 Unrealized
Canadian Pacific Railway Ltd 0.8%
Value ($000) $1,775 Shares 23,078 Est. Cost $115.08 Unrealized
RELX Relx PLC Sp ADR 0.7%
Value ($000) $1,767 Shares 66,255 Est. Cost $20.97 Unrealized
SHW Sherwin Williams Co 0.7%
Value ($000) $1,752 Shares 6,429 Est. Cost $224.50 Unrealized +17.1%
CDW Corp 0.7%
Value ($000) $1,726 Shares 9,880 Est. Cost $66.84 Unrealized
ADI Analog Devices Inc 0.7%
Value ($000) $1,716 Shares 9,968 Est. Cost $89.35 Unrealized +65.3%
SHECY Shin Etsu Chem Co Ltd ADR 0.7%
Value ($000) $1,707 Shares 40,730 Est. Cost $32.78 Unrealized
BHP BHP GROUP LTD 0.7%
Value ($000) $1,703 Shares 23,379 Est. Cost $54.68 Unrealized
SNPS Synopsys Inc 0.7%
Value ($000) $1,700 Shares 6,165 Est. Cost $69.10 Unrealized +267.3%
BIO Bio Rad Laboratories Inc Cl A 0.7%
Value ($000) $1,678 Shares 2,604 Est. Cost $367.68 Unrealized +65.5%
NTDOY Nintendo Ltd ADR 0.7%
Value ($000) $1,661 Shares 22,899 Est. Cost $71.24 Unrealized
LOW Lowes Cos Inc 0.7%
Value ($000) $1,658 Shares 8,549 Est. Cost $175.40 Unrealized +2.3%
AME Ametek Inc 0.7%
Value ($000) $1,655 Shares 12,400 Est. Cost $50.18 Unrealized +158.9%
OTEX Open Text Corp 0.7%
Value ($000) $1,652 Shares 32,516 Est. Cost $30.97 Unrealized +36.9%
Verisk Analytics Inc 0.7%
Value ($000) $1,650 Shares 9,442 Est. Cost $88.04 Unrealized
Logitech Intl SA 0.7%
Value ($000) $1,627 Shares 13,456 Est. Cost $114.93 Unrealized
Oracle Corp 0.7%
Value ($000) $1,622 Shares 20,836 Est. Cost $42.79 Unrealized
MTD Mettler Toledo International 0.7%
Value ($000) $1,617 Shares 1,168 Est. Cost $1096.55 Unrealized +17.6%
Headhunter Group PLC Sp ADS 0.7%
Value ($000) $1,606 Shares 37,897 Est. Cost $15.97 Unrealized
Recruit Holdings Co Ltd Unspon 0.7%
Value ($000) $1,591 Shares 161,540 Est. Cost $8.41 Unrealized
S&P Global Inc 0.7%
Value ($000) $1,570 Shares 3,824 Est. Cost $140.89 Unrealized
AVY Avery Dennison Corp 0.7%
Value ($000) $1,565 Shares 7,445 Est. Cost $110.79 Unrealized +75.2%
RY Royal Bank of Canada Montreal 0.7%
Value ($000) $1,560 Shares 15,402 Est. Cost $62.28 Unrealized +59.2%
Comcast Corp New 0.7%
Value ($000) $1,559 Shares 27,346 Est. Cost $44.47 Unrealized
Visa Inc Cl A 0.7%
Value ($000) $1,549 Shares 6,626 Est. Cost $105.74 Unrealized
APH Amphenol Corp New 0.6%
Value ($000) $1,523 Shares 22,257 Est. Cost $22.38 Unrealized +44.4%
China Merchants Bank Co Ltd AD 0.6%
Value ($000) $1,504 Shares 35,300 Est. Cost $42.61 Unrealized
Netease Inc Sp ADR 0.6%
Value ($000) $1,495 Shares 12,972 Est. Cost $165.69 Unrealized
Allegion Pub Ltd Co 0.6%
Value ($000) $1,490 Shares 10,695 Est. Cost $90.55 Unrealized
Verisign Inc 0.6%
Value ($000) $1,486 Shares 6,525 Est. Cost $193.26 Unrealized
ADM Archer Daniels Midland Co 0.6%
Value ($000) $1,473 Shares 24,307 Est. Cost $55.76 Unrealized 0.0%
SKBSY Skanska Ab Sp ADR 0.6%
Value ($000) $1,471 Shares 55,600 Est. Cost $26.46 Unrealized
Telus Corp 0.6%
Value ($000) $1,455 Shares 64,852 Est. Cost $24.31 Unrealized
Nvr Inc 0.6%
Value ($000) $1,453 Shares 292 Est. Cost $2988.87 Unrealized
PEG Public Service Enterprise Grou 0.6%
Value ($000) $1,447 Shares 24,228 Est. Cost $40.61 Unrealized +30.1%
Trane Technologies PLC 0.6%
Value ($000) $1,446 Shares 7,855 Est. Cost $82.61 Unrealized
UPS United Parcel Service Inc 0.6%
Value ($000) $1,443 Shares 6,937 Est. Cost $117.34 Unrealized +39.9%
D R Horton Inc 0.6%
Value ($000) $1,440 Shares 15,937 Est. Cost $68.93 Unrealized
Laboratory Corp America Holdin 0.6%
Value ($000) $1,434 Shares 5,199 Est. Cost $161.74 Unrealized
AT&T Inc 0.6%
Value ($000) $1,408 Shares 48,931 Est. Cost $34.05 Unrealized
Ameriprise Financial Inc 0.6%
Value ($000) $1,403 Shares 5,637 Est. Cost $151.11 Unrealized
Cbre Group Inc 0.6%
Value ($000) $1,397 Shares 16,290 Est. Cost $52.99 Unrealized
AmerisourceBergen Corp 0.6%
Value ($000) $1,395 Shares 12,183 Est. Cost $83.20 Unrealized
GMAB Genmab AS Sp ADS 0.6%
Value ($000) $1,392 Shares 34,096 Est. Cost $36.60 Unrealized
NVO Novo-Nordisk AS ADR 0.6%
Value ($000) $1,385 Shares 16,535 Est. Cost $63.73 Unrealized
Edwards Lifesciences Corp 0.6%
Value ($000) $1,383 Shares 13,357 Est. Cost $69.13 Unrealized
TRMB Trimble Inc 0.6%
Value ($000) $1,376 Shares 16,821 Est. Cost $39.78 Unrealized +99.8%
MRSH Marsh & McLennan Cos Inc 0.6%
Value ($000) $1,372 Shares 9,750 Est. Cost $93.00 Unrealized +34.6%
KKR & Co Inc Cl A 0.6%
Value ($000) $1,367 Shares 23,071 Est. Cost $59.25 Unrealized
ROP Roper Technologies Inc 0.6%
Value ($000) $1,347 Shares 2,864 Est. Cost $216.89 Unrealized +98.2%
McKesson Corp 0.6%
Value ($000) $1,338 Shares 6,997 Est. Cost $155.61 Unrealized
Iqvia Holdings Inc 0.6%
Value ($000) $1,336 Shares 5,512 Est. Cost $99.03 Unrealized
SYK Stryker Corp 0.6%
Value ($000) $1,321 Shares 5,085 Est. Cost $89.33 Unrealized +172.6%
RIO Rio Tinto PLC Sp ADR 0.6%
Value ($000) $1,319 Shares 15,720 Est. Cost $58.85 Unrealized
Veolia Environnement Sp ADR 0.5%
Value ($000) $1,292 Shares 42,685 Est. Cost $21.21 Unrealized
Ansys Inc 0.5%
Value ($000) $1,292 Shares 3,723 Est. Cost $178.57 Unrealized
GlaxoSmithKline PLC Sp ADR 0.5%
Value ($000) $1,276 Shares 32,040 Est. Cost $38.35 Unrealized
MKTAY Makita Corp Sp ADR 0.5%
Value ($000) $1,266 Shares 26,937 Est. Cost $48.20 Unrealized
Vale SA ADR 0.5%
Value ($000) $1,231 Shares 53,965 Est. Cost $17.38 Unrealized
Vonovia SE ADR 0.5%
Value ($000) $1,212 Shares 37,600 Est. Cost $34.35 Unrealized
Novartis AG Sp ADR 0.5%
Value ($000) $1,208 Shares 13,239 Est. Cost $96.13 Unrealized
Intuitive Surgical Inc 0.5%
Value ($000) $1,194 Shares 1,298 Est. Cost $416.34 Unrealized
MAS Masco Corp 0.5%
Value ($000) $1,189 Shares 20,177 Est. Cost $51.02 Unrealized +10.8%
PHG Koninklijke Philips NV NY Reg 0.5%
Value ($000) $1,187 Shares 23,881 Est. Cost $38.17 Unrealized
Trend Micro Inc Sp ADR 0.5%
Value ($000) $1,177 Shares 22,354 Est. Cost $60.49 Unrealized
Sirius XM Holdings Inc 0.5%
Value ($000) $1,150 Shares 175,784 Est. Cost $5.56 Unrealized
AerCap Holdings NV 0.5%
Value ($000) $1,128 Shares 22,036 Est. Cost $46.38 Unrealized
GD General Dynamics Corp 0.5%
Value ($000) $1,124 Shares 5,973 Est. Cost $106.60 Unrealized +60.3%
Booking Holdings Inc 0.5%
Value ($000) $1,114 Shares 509 Est. Cost $1801.17 Unrealized
JNJ Johnson & Johnson 0.5%
Value ($000) $1,096 Shares 6,651 Est. Cost $88.73 Unrealized +63.3%
FTS Fortis Inc 0.4%
Value ($000) $1,043 Shares 23,578 Est. Cost $27.08 Unrealized +39.3%
WU Western Un Co 0.4%
Value ($000) $1,008 Shares 43,890 Est. Cost $26.78 Unrealized
iShares MSCI China A 0.4%
Value ($000) $984 Shares 22,179 Est. Cost $42.08 Unrealized
Companhia Siderurgica Nacional 0.4%
Value ($000) $942 Shares 107,305 Est. Cost $8.78 Unrealized
ORANY Orange Sp ADR 0.4%
Value ($000) $879 Shares 76,846 Est. Cost $15.57 Unrealized
AMGN Amgen Inc 0.4%
Value ($000) $879 Shares 3,606 Est. Cost $149.56 Unrealized +42.1%
CTSH Cognizant Technology Solutions 0.4%
Value ($000) $833 Shares 12,028 Est. Cost $70.57 Unrealized -1.9%
Companhia Paranaense Energy Co 0.3%
Value ($000) $790 Shares 136,983 Est. Cost $5.77 Unrealized
Ferguson PLC 0.3%
Value ($000) $658 Shares 4,717 Est. Cost $120.09 Unrealized
AMZN Amazon.com Inc 0.3%
Value ($000) $649 Shares 189 Est. Cost $166.20 Unrealized 0.0%
Inmode Ltd 0.3%
Value ($000) $630 Shares 6,656 Est. Cost $28.34 Unrealized
Auto Trader Group PLC Unsponso 0.2%
Value ($000) $562 Shares 254,500 Est. Cost $2.02 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $543 Shares 2,468 Est. Cost $188.09 Unrealized +6.5%
SGIOY Shionogi & Co Ltd Unsponsored 0.2%
Value ($000) $481 Shares 37,000 Est. Cost $13.51 Unrealized
Otis Worldwide Corp 0.2%
Value ($000) $480 Shares 5,864 Est. Cost $58.34 Unrealized
Daikin Industries Ltd Unsponso 0.2%
Value ($000) $465 Shares 24,950 Est. Cost $20.20 Unrealized
ELV Anthem Inc 0.2%
Value ($000) $456 Shares 1,193 Est. Cost $263.43 Unrealized +36.1%
BIDU Baidu Inc Sp ADR A 0.2%
Value ($000) $417 Shares 2,047 Est. Cost $217.55 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $356 Shares 2,522 Est. Cost $45.12 Unrealized -2.9%
NVIDIA Corp 0.1%
Value ($000) $350 Shares 438 Est. Cost $799.09 Unrealized
Paypal Hldgs Inc 0.1%
Value ($000) $349 Shares 1,196 Est. Cost $242.50 Unrealized
Costco Wholesale Corp 0.1%
Value ($000) $294 Shares 743 Est. Cost $352.49 Unrealized
PGR Progressive Corp Ohio 0.1%
Value ($000) $293 Shares 2,980 Est. Cost $80.60 Unrealized +9.8%
Mobile Telesystems PJSC Sp ADR 0.1%
Value ($000) $269 Shares 29,095 Est. Cost $9.27 Unrealized
Tencent Music Entertainment Gr 0.1%
Value ($000) $267 Shares 17,248 Est. Cost $17.96 Unrealized
HUM Humana Inc 0.1%
Value ($000) $266 Shares 601 Est. Cost $383.05 Unrealized +9.1%
DHR Danaher Corp 0.1%
Value ($000) $250 Shares 933 Est. Cost $217.14 Unrealized 0.0%
Sberbank Of Russia Sp ADR Ea R 0.1%
Value ($000) $225 Shares 13,530 Est. Cost $16.63 Unrealized