Palisade Asset Management, LLC Diversified Active

CIK: 0001434323 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 7, 2023

Total Value ($000): $822,572 (100.0% shares, 0.0% debt)

Holdings (179)

MSFT Microsoft Corp 6.0%
Value ($000) $49,590 Shares 157,054 Est. Cost $32.04 Unrealized +912.9%
AAPL Apple Inc 4.8%
Value ($000) $39,614 Shares 231,377 Est. Cost $107.51 Unrealized +68.7%
UNH UnitedHealth Group Inc 3.2%
Value ($000) $26,426 Shares 52,412 Est. Cost $341.62 Unrealized +37.6%
HD HOME DEPOT INC 2.8%
Value ($000) $22,858 Shares 75,649 Est. Cost $71.03 Unrealized +326.5%
ORCL Oracle Corp 2.7%
Value ($000) $22,081 Shares 208,467 Est. Cost $44.20 Unrealized +155.2%
SPY SPDR S&P 500 ETF TR 2.5%
Value ($000) $20,617 Shares 48,230 Est. Cost $266858.88 Unrealized
AMGN Amgen Inc 2.5%
Value ($000) $20,505 Shares 76,295 Est. Cost $122.78 Unrealized +88.8%
ABT ABBOTT LABS 2.4%
Value ($000) $20,107 Shares 207,608 Est. Cost $38.87 Unrealized +158.4%
CSCO CISCO SYS INC 2.4%
Value ($000) $20,085 Shares 373,608 Est. Cost $22.44 Unrealized +124.2%
PG PROCTER AND GAMBLE CO 2.2%
Value ($000) $18,046 Shares 123,719 Est. Cost $59.37 Unrealized +142.8%
ADP AUTOMATIC DATA PROCESSING IN 1.9%
Value ($000) $15,974 Shares 66,396 Est. Cost $110.41 Unrealized +109.4%
JNJ Johnson & Johnson 1.9%
Value ($000) $15,322 Shares 98,377 Est. Cost $83.74 Unrealized +83.0%
TGT Target Corp 1.8%
Value ($000) $15,207 Shares 137,537 Est. Cost $68.07 Unrealized +71.0%
CVX CHEVRON CORP NEW 1.8%
Value ($000) $15,056 Shares 89,290 Est. Cost $75.36 Unrealized +93.4%
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value ($000) $14,910 Shares 106,272 Est. Cost $108.45 Unrealized +21.5%
DE Deere & Co 1.8%
Value ($000) $14,754 Shares 39,096 Est. Cost $81.78 Unrealized +386.6%
PEP PepsiCo Inc 1.8%
Value ($000) $14,731 Shares 86,939 Est. Cost $66.81 Unrealized +150.2%
ECL Ecolab Inc 1.7%
Value ($000) $14,088 Shares 83,162 Est. Cost $137.77 Unrealized +28.7%
MCD MCDONALDS CORP 1.6%
Value ($000) $12,875 Shares 48,874 Est. Cost $77.82 Unrealized +246.3%
JPM JPMorgan Chase & Co 1.5%
Value ($000) $12,153 Shares 83,801 Est. Cost $90.17 Unrealized +57.8%
LLY LILLY ELI & CO 1.5%
Value ($000) $12,075 Shares 22,480 Est. Cost $51.02 Unrealized +893.3%
BDX BECTON DICKINSON & CO 1.4%
Value ($000) $11,403 Shares 44,108 Est. Cost $114.23 Unrealized +126.1%
V VISA INC 1.3%
Value ($000) $10,994 Shares 47,796 Est. Cost $189.08 Unrealized +24.9%
SYK STRYKER CORPORATION 1.3%
Value ($000) $10,785 Shares 39,467 Est. Cost $110.68 Unrealized +153.0%
TJX TJX COS INC NEW 1.3%
Value ($000) $10,545 Shares 118,640 Est. Cost $38.39 Unrealized +122.3%
MMM 3M Co 1.2%
Value ($000) $10,267 Shares 109,665 Est. Cost $91.96 Unrealized -13.5%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $10,129 Shares 32,981 Est. Cost $201.90 Unrealized +50.7%
GD General Dynamics Corp 1.2%
Value ($000) $9,939 Shares 44,977 Est. Cost $79.70 Unrealized +164.9%
HRL Hormel Foods Corp 1.2%
Value ($000) $9,548 Shares 251,071 Est. Cost $29.47 Unrealized +22.7%
ABBV AbbVie Inc 1.1%
Value ($000) $8,781 Shares 58,911 Est. Cost $53.17 Unrealized +154.5%
BLACKROCK INC 1.1%
Value ($000) $8,706 Shares 13,466 Est. Cost $593.97 Unrealized
RY ROYAL BK CDA 1.0%
Value ($000) $8,598 Shares 98,327 Est. Cost $71.32 Unrealized +30.4%
BALL BALL CORP 1.0%
Value ($000) $8,501 Shares 170,764 Est. Cost $36.25 Unrealized +45.5%
USB US BANCORP DEL 1.0%
Value ($000) $8,395 Shares 253,940 Est. Cost $34.86 Unrealized -6.8%
CL COLGATE PALMOLIVE CO 1.0%
Value ($000) $8,251 Shares 116,032 Est. Cost $54.52 Unrealized +30.0%
SYY Sysco Corp 1.0%
Value ($000) $8,203 Shares 124,195 Est. Cost $30.52 Unrealized +119.6%
LHX L3HARRIS TECHNOLOGIES INC 1.0%
Value ($000) $7,899 Shares 45,368 Est. Cost $180.24 Unrealized -2.9%
AMT AMERICAN TOWER CORP NEW 0.9%
Value ($000) $7,272 Shares 44,222 Est. Cost $210.07 Unrealized -20.2%
XOM Exxon Mobil Corp 0.8%
Value ($000) $6,887 Shares 58,575 Est. Cost $53.17 Unrealized +90.0%
IWM ISHARES TR 0.8%
Value ($000) $6,840 Shares 38,703 Est. Cost $146087.48 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.8%
Value ($000) $6,830 Shares 14,958 Est. Cost $341189.25 Unrealized
INTC Intel Corp 0.8%
Value ($000) $6,261 Shares 176,116 Est. Cost $27.95 Unrealized +22.4%
DHR DANAHER CORPORATION 0.7%
Value ($000) $6,144 Shares 24,763 Est. Cost $67.51 Unrealized +226.2%
AFL Aflac Inc 0.7%
Value ($000) $6,111 Shares 79,620 Est. Cost $30.68 Unrealized +129.8%
DCI DONALDSON INC 0.7%
Value ($000) $6,078 Shares 101,913 Est. Cost $34.98 Unrealized +70.1%
XEL Xcel Energy Inc 0.7%
Value ($000) $5,930 Shares 103,629 Est. Cost $30.98 Unrealized +78.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $5,486 Shares 76,232 Est. Cost $55.06 Unrealized +47.6%
BAX BAXTER INTL INC 0.7%
Value ($000) $5,396 Shares 142,984 Est. Cost $44.03 Unrealized -8.8%
GIS GENERAL MLS INC 0.6%
Value ($000) $5,292 Shares 82,705 Est. Cost $44.28 Unrealized +45.8%
VZ Verizon Communications Inc 0.6%
Value ($000) $4,837 Shares 149,231 Est. Cost $32.37 Unrealized -10.4%
GGG Graco Inc 0.6%
Value ($000) $4,759 Shares 65,299 Est. Cost $32.10 Unrealized +138.4%
MDT Medtronic PLC 0.6%
Value ($000) $4,581 Shares 58,455 Est. Cost $68.64 Unrealized +13.3%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $4,521 Shares 27,683 Est. Cost $89.98 Unrealized +77.6%
GPC Genuine Parts Co 0.5%
Value ($000) $4,437 Shares 30,732 Est. Cost $68.02 Unrealized +112.4%
KMB Kimberly-Clark Corp 0.5%
Value ($000) $4,355 Shares 36,033 Est. Cost $79.04 Unrealized +49.0%
NKE Nike Inc 0.5%
Value ($000) $4,002 Shares 41,858 Est. Cost $49.16 Unrealized +99.8%
CHRW C H ROBINSON WORLDWIDE INC 0.5%
Value ($000) $3,974 Shares 46,144 Est. Cost $53.39 Unrealized +64.5%
HON HONEYWELL INTL INC 0.5%
Value ($000) $3,807 Shares 20,609 Est. Cost $68.38 Unrealized +154.2%
EMR EMERSON ELEC CO 0.4%
Value ($000) $3,585 Shares 37,121 Est. Cost $48.35 Unrealized +88.5%
WMT WALMART INC 0.4%
Value ($000) $3,312 Shares 20,711 Est. Cost $21.55 Unrealized +140.4%
FAST Fastenal Co 0.4%
Value ($000) $3,175 Shares 58,106 Est. Cost $13.17 Unrealized +103.6%
MKC McCormick & Co Inc 0.4%
Value ($000) $3,175 Shares 41,972 Est. Cost $61.10 Unrealized +28.7%
TECH BIO-TECHNE CORP 0.4%
Value ($000) $3,160 Shares 46,419 Est. Cost $66.24 Unrealized +17.9%
UPS United Parcel Service Inc 0.4%
Value ($000) $3,094 Shares 19,853 Est. Cost $90.24 Unrealized +68.0%
SO Southern Co 0.4%
Value ($000) $3,079 Shares 47,574 Est. Cost $31.48 Unrealized +102.6%
ROST Ross Stores Inc 0.3%
Value ($000) $2,875 Shares 25,451 Est. Cost $38.97 Unrealized +187.0%
T AT&T Inc 0.3%
Value ($000) $2,765 Shares 184,062 Est. Cost $14.36 Unrealized -9.8%
IJH ISHARES TR 0.3%
Value ($000) $2,742 Shares 10,997 Est. Cost $213.30 Unrealized
MRK Merck & Co Inc 0.3%
Value ($000) $2,684 Shares 26,073 Est. Cost $52.13 Unrealized +91.5%
CAT Caterpillar Inc 0.3%
Value ($000) $2,599 Shares 9,520 Est. Cost $82.13 Unrealized +218.4%
EFA ISHARES TR 0.3%
Value ($000) $2,586 Shares 37,529 Est. Cost $41689.44 Unrealized
FDX FedEx Corp 0.3%
Value ($000) $2,567 Shares 9,689 Est. Cost $193.76 Unrealized +27.4%
MS Morgan Stanley 0.3%
Value ($000) $2,549 Shares 31,205 Est. Cost $39.68 Unrealized +102.3%
KO COCA COLA CO 0.3%
Value ($000) $2,522 Shares 45,057 Est. Cost $30.28 Unrealized +84.0%
IEFA ISHARES TR 0.3%
Value ($000) $2,492 Shares 38,725 Est. Cost $1680.05 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $2,484 Shares 6,325 Est. Cost $247.92 Unrealized
IJR ISHARES TR 0.3%
Value ($000) $2,459 Shares 26,063 Est. Cost $94.80 Unrealized
CNP CenterPoint Energy Inc 0.3%
Value ($000) $2,326 Shares 86,634 Est. Cost $18.42 Unrealized +47.3%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $2,252 Shares 29,860 Est. Cost $26.34 Unrealized +183.1%
NVS Novartis Ag 0.3%
Value ($000) $2,234 Shares 21,932 Est. Cost $77.90 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $1,966 Shares 9,683 Est. Cost $20.16 Unrealized +106.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,919 Shares 12,068 Est. Cost $157.68 Unrealized +0.8%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,865 Shares 22,200 Est. Cost $25.98 Unrealized +62.2%
PAYX PAYCHEX INC 0.2%
Value ($000) $1,828 Shares 15,850 Est. Cost $62.69 Unrealized +79.0%
ASB ASSOCIATED BANC CORP 0.2%
Value ($000) $1,746 Shares 102,070 Est. Cost $20.28 Unrealized -21.3%
IWF ISHARES TR 0.2%
Value ($000) $1,741 Shares 6,546 Est. Cost $134728.25 Unrealized
FISV FISERV INC 0.2%
Value ($000) $1,717 Shares 15,202 Est. Cost $82.99 Unrealized +48.4%
PFE Pfizer Inc 0.2%
Value ($000) $1,703 Shares 51,330 Est. Cost $22.10 Unrealized +38.3%
AMCOR PLC 0.2%
Value ($000) $1,700 Shares 185,579 Est. Cost $8.84 Unrealized -1.4%
GL GLOBE LIFE INC 0.2%
Value ($000) $1,630 Shares 14,992 Est. Cost $86.06 Unrealized +27.2%
MTD METTLER TOLEDO INTERNATIONAL 0.2%
Value ($000) $1,607 Shares 1,450 Est. Cost $650.03 Unrealized +88.5%
LOW LOWES COS INC 0.2%
Value ($000) $1,528 Shares 7,353 Est. Cost $53.27 Unrealized +303.4%
COP ConocoPhillips 0.2%
Value ($000) $1,500 Shares 12,522 Est. Cost $45.84 Unrealized +135.4%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $1,432 Shares 26,088 Est. Cost $40.12 Unrealized +45.7%
KLAC KLA CORP 0.2%
Value ($000) $1,422 Shares 3,100 Est. Cost $335.11 Unrealized +40.1%
BRK/B Berkshire Hathaway Inc Del 0.2%
Value ($000) $1,402 Shares 4,003 Est. Cost $249.25 Unrealized +42.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $1,392 Shares 5,885 Est. Cost $188.23 Unrealized +44.2%
MCK McKesson Corp 0.2%
Value ($000) $1,392 Shares 3,200 Est. Cost $115.53 Unrealized +260.7%
FHI FEDERATED HERMES INC 0.2%
Value ($000) $1,390 Shares 41,040 Est. Cost $19.46 Unrealized +58.0%
D DOMINION ENERGY INC 0.2%
Value ($000) $1,362 Shares 30,481 Est. Cost $47.52 Unrealized -7.3%
CLX CLOROX CO DEL 0.2%
Value ($000) $1,330 Shares 10,150 Est. Cost $111.89 Unrealized +25.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $1,259 Shares 21,686 Est. Cost $42.69 Unrealized +27.3%
HUBB HUBBELL INC 0.2%
Value ($000) $1,254 Shares 4,000 Est. Cost $187.22 Unrealized +64.7%
AXP American Express Co 0.1%
Value ($000) $1,231 Shares 8,248 Est. Cost $65.03 Unrealized +144.3%
LIN Linde PLC 0.1%
Value ($000) $1,214 Shares 3,260 Est. Cost $322.30 Unrealized +14.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,189 Shares 13,150 Est. Cost $45.54 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $1,171 Shares 13,567 Est. Cost $80740.59 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $1,130 Shares 9,826 Est. Cost $85961.78 Unrealized
AMP AMERIPRISE FINL INC 0.1%
Value ($000) $1,124 Shares 3,409 Est. Cost $101.81 Unrealized +224.7%
GOOGL ALPHABET INC 0.1%
Value ($000) $1,078 Shares 8,240 Est. Cost $106.19 Unrealized +20.9%
UNP UNION PAC CORP 0.1%
Value ($000) $1,054 Shares 5,177 Est. Cost $102.58 Unrealized +101.0%
TSN TYSON FOODS INC 0.1%
Value ($000) $1,051 Shares 20,808 Est. Cost $60.30 Unrealized -18.8%
NEE NextEra Energy Inc 0.1%
Value ($000) $1,046 Shares 18,250 Est. Cost $62.48 Unrealized +3.1%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $1,002 Shares 18,835 Est. Cost $33.22 Unrealized +78.1%
TIP ISHARES TR 0.1%
Value ($000) $978 Shares 9,427 Est. Cost $90620.57 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $951 Shares 7,211 Est. Cost $108.87 Unrealized +18.5%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value ($000) $947 Shares 21,652 Est. Cost $41302.92 Unrealized
CAG Conagra Brands Inc 0.1%
Value ($000) $946 Shares 34,502 Est. Cost $23.59 Unrealized +14.8%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $891 Shares 3,867 Est. Cost $112.52 Unrealized +104.5%
SBUX STARBUCKS CORP 0.1%
Value ($000) $869 Shares 9,526 Est. Cost $61.67 Unrealized +49.9%
PNR Pentair PLC 0.1%
Value ($000) $853 Shares 13,168 Est. Cost $41.75 Unrealized +57.1%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $816 Shares 20,799 Est. Cost $38496.94 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $815 Shares 36,665 Est. Cost $45867.71 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $720 Shares 17,631 Est. Cost $37.75 Unrealized +7.8%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $712 Shares 7,770 Est. Cost $48.46 Unrealized +92.2%
IEMG ISHARES INC 0.1%
Value ($000) $703 Shares 14,772 Est. Cost $47.18 Unrealized
PSX Phillips 66 0.1%
Value ($000) $691 Shares 5,753 Est. Cost $52.59 Unrealized +96.5%
CE CELANESE CORP DEL 0.1%
Value ($000) $682 Shares 5,436 Est. Cost $68.29 Unrealized +74.7%
IWD ISHARES TR 0.1%
Value ($000) $676 Shares 4,453 Est. Cost $120425.20 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $665 Shares 1,528 Est. Cost $14.65 Unrealized +205.6%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $663 Shares 4,265 Est. Cost $71224.07 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $632 Shares 5,144 Est. Cost $108.19 Unrealized +20.0%
NOBL PROSHARES TR 0.1%
Value ($000) $629 Shares 7,100 Est. Cost $80.84 Unrealized
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $610 Shares 1,565 Est. Cost $112.10 Unrealized +249.2%
AGG ISHARES TR 0.1%
Value ($000) $549 Shares 5,837 Est. Cost $34077.73 Unrealized
FDS FACTSET RESH SYS INC 0.1%
Value ($000) $518 Shares 1,185 Est. Cost $367.59 Unrealized +13.1%
DVY ISHARES TR 0.1%
Value ($000) $517 Shares 4,801 Est. Cost $96779.35 Unrealized
FUL FULLER H B CO 0.1%
Value ($000) $515 Shares 7,500 Est. Cost $35.70 Unrealized +91.1%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $497 Shares 1,949 Est. Cost $211.22 Unrealized +24.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $496 Shares 3,901 Est. Cost $117.63 Unrealized +13.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $490 Shares 6,800 Est. Cost $52.81 Unrealized +34.6%
DIS DISNEY WALT CO 0.1%
Value ($000) $475 Shares 5,858 Est. Cost $107.06 Unrealized -22.1%
IJK ISHARES TR 0.1%
Value ($000) $472 Shares 6,532 Est. Cost $39541.91 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $454 Shares 3,000 Est. Cost $76.39 Unrealized +73.6%
CVS CVS Health Corp 0.1%
Value ($000) $453 Shares 6,488 Est. Cost $54.62 Unrealized +18.2%
WMB WILLIAMS COS INC 0.1%
Value ($000) $437 Shares 12,984 Est. Cost $18.15 Unrealized +70.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $432 Shares 6,230 Est. Cost $73.59 Unrealized +9.2%
IWO ISHARES TR 0.1%
Value ($000) $431 Shares 1,922 Est. Cost $186761.97 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $425 Shares 753 Est. Cost $353.79 Unrealized +50.4%
LEG Leggett & Platt Inc 0.1%
Value ($000) $424 Shares 16,687 Est. Cost $40.47 Unrealized -30.5%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $413 Shares 5,945 Est. Cost $50.33 Unrealized +38.9%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $405 Shares 4,844 Est. Cost $65.03 Unrealized +29.4%
MDU MDU RES GROUP INC 0.0%
Value ($000) $405 Shares 20,662 Est. Cost $6.58 Unrealized +63.8%
IWB ISHARES TR 0.0%
Value ($000) $396 Shares 1,686 Est. Cost $148730.97 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $374 Shares 5,398 Est. Cost $52489.17 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $369 Shares 8,328 Est. Cost $37.96 Unrealized +9.3%
IVW ISHARES TR 0.0%
Value ($000) $366 Shares 5,352 Est. Cost $38279.07 Unrealized
EFV ISHARES TR 0.0%
Value ($000) $366 Shares 7,470 Est. Cost $48.94 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $321 Shares 4,313 Est. Cost $57.28 Unrealized +32.4%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $320 Shares 6,035 Est. Cost $35.48 Unrealized +47.8%
OEF ISHARES TR 0.0%
Value ($000) $310 Shares 1,547 Est. Cost $162.44 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $300 Shares 588 Est. Cost $355.42 Unrealized +47.6%
DTE DTE ENERGY CO 0.0%
Value ($000) $298 Shares 3,000 Est. Cost $106.87 Unrealized -7.6%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $295 Shares 1,009 Est. Cost $243.83 Unrealized +28.1%
NVO NOVO-NORDISK A S 0.0%
Value ($000) $285 Shares 3,136 Est. Cost $113.14 Unrealized
IWN ISHARES TR 0.0%
Value ($000) $282 Shares 2,084 Est. Cost $97.62 Unrealized
AVDV AMERICAN CENTY ETF TR 0.0%
Value ($000) $280 Shares 4,840 Est. Cost $57.56 Unrealized
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $279 Shares 4,767 Est. Cost $86.00 Unrealized -24.5%
BA Boeing Co 0.0%
Value ($000) $274 Shares 1,431 Est. Cost $163.57 Unrealized +33.8%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $257 Shares 3,688 Est. Cost $86.14 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $252 Shares 3,921 Est. Cost $60.38 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 0.0%
Value ($000) $251 Shares 750 Est. Cost $277.33 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $241 Shares 1,132 Est. Cost $170.34 Unrealized +23.1%
IOO ISHARES TR 0.0%
Value ($000) $236 Shares 3,220 Est. Cost $64.05 Unrealized
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $231 Shares 6,807 Est. Cost $34.20 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $209 Shares 1,003 Est. Cost $196.80 Unrealized 0.0%
KNF KNIFE RIVER CORP 0.0%
Value ($000) $208 Shares 4,265 Est. Cost $44.43 Unrealized +6.8%
IEF ISHARES TR 0.0%
Value ($000) $206 Shares 2,250 Est. Cost $115.35 Unrealized
CABO CABLE ONE INC 0.0%
Value ($000) $204 Shares 331 Est. Cost $804.23 Unrealized -22.0%