Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 14, 2022

Total Value ($000): $2,408,136 (100.0% shares, 0.0% debt)

Holdings (227)

SPY Standard Poors DR 14.8%
Value ($000) $355,451 Shares 787,023 Est. Cost $388.12 Unrealized
IWO iShares Russell 2000G 6.3%
Value ($000) $150,850 Shares 589,833 Est. Cost $111.51 Unrealized
QQQ Invesco QQQ Trust 5.3%
Value ($000) $127,801 Shares 352,515 Est. Cost $174.29 Unrealized
AAPL Apple Inc 4.9%
Value ($000) $118,322 Shares 677,636 Est. Cost $100.00 Unrealized +64.8%
AMZN Amazoncom 4.3%
Value ($000) $102,372 Shares 31,403 Est. Cost $25.91 Unrealized +496.3%
MSFT Microsoft Corp 4.2%
Value ($000) $100,972 Shares 327,500 Est. Cost $175.73 Unrealized +65.8%
DIS Walt Disney Co 3.6%
Value ($000) $87,608 Shares 638,728 Est. Cost $98.09 Unrealized +44.0%
VBK Vanguard Small-Cap Growth ETF 3.4%
Value ($000) $82,754 Shares 333,511 Est. Cost $278.77 Unrealized
PEP PepsiCo Inc 2.8%
Value ($000) $67,766 Shares 404,863 Est. Cost $88.80 Unrealized +67.1%
Berkshire Hathaway B 2.5%
Value ($000) $60,232 Shares 170,672 Est. Cost $193.78 Unrealized
UNP Union Pacific Corp 2.4%
Value ($000) $57,970 Shares 212,180 Est. Cost $131.30 Unrealized +75.6%
LLY Eli Lilly 1.7%
Value ($000) $41,638 Shares 145,400 Est. Cost $80.03 Unrealized +210.5%
GOOGL Alphabet Class A 1.6%
Value ($000) $39,106 Shares 14,060 Est. Cost $57.52 Unrealized +134.4%
GOOG Alphabet Class C 1.6%
Value ($000) $38,286 Shares 13,708 Est. Cost $40.60 Unrealized +232.4%
AXP American Express 1.6%
Value ($000) $37,955 Shares 202,969 Est. Cost $81.87 Unrealized +109.8%
CMCSA Comcast Corp Cl A 1.4%
Value ($000) $33,220 Shares 709,522 Est. Cost $29.56 Unrealized +45.0%
JNJ Johnson Johnson 1.1%
Value ($000) $27,540 Shares 155,393 Est. Cost $97.23 Unrealized +56.1%
PG Procter Gamble 1.1%
Value ($000) $27,440 Shares 179,580 Est. Cost $73.89 Unrealized +92.4%
NVDA Nvidia Corp 0.8%
Value ($000) $19,842 Shares 72,720 Est. Cost $17.19 Unrealized +45.7%
AMT American Tower 0.8%
Value ($000) $19,748 Shares 78,609 Est. Cost $139.29 Unrealized +54.3%
Canadian Pacific 0.8%
Value ($000) $18,700 Shares 226,558 Est. Cost $71.94 Unrealized
META Meta Platforms Inc 0.8%
Value ($000) $18,567 Shares 83,500 Est. Cost $146.65 Unrealized +69.2%
YUM Yum! Brands Inc 0.8%
Value ($000) $18,558 Shares 156,570 Est. Cost $65.43 Unrealized +74.8%
RTX Raytheon Tech 0.8%
Value ($000) $18,242 Shares 184,135 Est. Cost $54.61 Unrealized +58.9%
TSLA Tesla Inc 0.7%
Value ($000) $16,552 Shares 15,360 Est. Cost $227.31 Unrealized +37.0%
TMO Thermo Fisher Scien 0.7%
Value ($000) $16,125 Shares 27,300 Est. Cost $252.53 Unrealized +125.0%
Broadcom Inc 0.6%
Value ($000) $15,301 Shares 24,300 Est. Cost $275.74 Unrealized
HON Honeywell Intl 0.6%
Value ($000) $14,325 Shares 73,620 Est. Cost $120.13 Unrealized +41.8%
UNH UnitedHealth Group 0.6%
Value ($000) $14,126 Shares 27,700 Est. Cost $235.66 Unrealized +91.4%
CL Colgate-Palmolive 0.6%
Value ($000) $14,074 Shares 185,600 Est. Cost $53.78 Unrealized +34.5%
Merck Co 0.5%
Value ($000) $12,901 Shares 157,235 Est. Cost $70.50 Unrealized
FCX Freeport-McMoRan 0.5%
Value ($000) $12,727 Shares 255,864 Est. Cost $24.45 Unrealized +71.1%
HIG Hartford Finl Ser 0.5%
Value ($000) $12,674 Shares 176,500 Est. Cost $40.52 Unrealized +60.9%
ITW Illinois Tool Works 0.5%
Value ($000) $12,606 Shares 60,200 Est. Cost $104.29 Unrealized +95.3%
PYPL PayPal Holdings 0.5%
Value ($000) $12,400 Shares 107,220 Est. Cost $94.65 Unrealized +40.3%
Hess Corp 0.5%
Value ($000) $12,374 Shares 115,600 Est. Cost $62.58 Unrealized
BAC Bank of Amer Corp 0.5%
Value ($000) $11,906 Shares 288,851 Est. Cost $15.58 Unrealized +162.0%
SHEL Shell PLC ADR 0.5%
Value ($000) $11,852 Shares 215,770 Est. Cost $54.93 Unrealized
ADBE Adobe Inc 0.5%
Value ($000) $11,785 Shares 25,865 Est. Cost $54.18 Unrealized +788.0%
AMP Ameriprise Financial 0.5%
Value ($000) $11,610 Shares 38,655 Est. Cost $92.89 Unrealized +207.4%
V Visa Inc 0.4%
Value ($000) $10,822 Shares 48,800 Est. Cost $141.59 Unrealized +48.4%
NSC Norfolk Southern Corp 0.4%
Value ($000) $10,125 Shares 35,500 Est. Cost $150.80 Unrealized +67.7%
JPM JPMorgan Chase 0.4%
Value ($000) $9,910 Shares 72,700 Est. Cost $77.78 Unrealized +71.8%
INTU Intuit Inc 0.4%
Value ($000) $9,905 Shares 20,600 Est. Cost $89.36 Unrealized +458.9%
Medtronic PLC 0.4%
Value ($000) $9,775 Shares 88,100 Est. Cost $84.20 Unrealized
MA Mastercard Inc 0.4%
Value ($000) $9,578 Shares 26,800 Est. Cost $193.71 Unrealized +81.5%
PANW Palo Alto Networks 0.4%
Value ($000) $9,400 Shares 15,100 Est. Cost $36.70 Unrealized +143.9%
FDX FedEx Corp 0.4%
Value ($000) $9,223 Shares 39,860 Est. Cost $144.78 Unrealized +49.2%
GlaxoSmithKline ADR 0.4%
Value ($000) $9,213 Shares 211,500 Est. Cost $46.08 Unrealized
PFE Pfizer Inc 0.4%
Value ($000) $8,750 Shares 169,014 Est. Cost $24.49 Unrealized +73.5%
Crown Castle Intl 0.4%
Value ($000) $8,547 Shares 46,300 Est. Cost $130.18 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $8,531 Shares 28,500 Est. Cost $176.26 Unrealized +78.1%
XOM Exxon Mobil Corp 0.3%
Value ($000) $8,209 Shares 99,400 Est. Cost $56.86 Unrealized +19.4%
ABBV Abbvie Inc 0.3%
Value ($000) $8,187 Shares 50,500 Est. Cost $55.01 Unrealized +129.8%
Laboratory Corp 0.3%
Value ($000) $8,015 Shares 30,400 Est. Cost $154.78 Unrealized
AMGN Amgen Inc 0.3%
Value ($000) $7,985 Shares 33,020 Est. Cost $73.34 Unrealized +177.2%
TGT Target Corp 0.3%
Value ($000) $7,761 Shares 36,570 Est. Cost $47.95 Unrealized +299.0%
GL Globe Life Inc 0.3%
Value ($000) $7,244 Shares 72,009 Est. Cost $86.06 Unrealized +14.1%
CSCO Cisco Systems Inc 0.3%
Value ($000) $7,209 Shares 129,280 Est. Cost $27.01 Unrealized +86.2%
CVX Chevron Corp 0.3%
Value ($000) $7,002 Shares 43,000 Est. Cost $84.63 Unrealized +45.0%
ACN Accenture PLC 0.3%
Value ($000) $6,913 Shares 20,500 Est. Cost $172.26 Unrealized +84.9%
VMC Vulcan Materials Co 0.3%
Value ($000) $6,668 Shares 36,300 Est. Cost $108.86 Unrealized +66.2%
YUMC Yum China Hldgs 0.3%
Value ($000) $6,605 Shares 159,000 Est. Cost $34.16 Unrealized +37.9%
UPS United Parcel Service 0.3%
Value ($000) $6,447 Shares 30,060 Est. Cost $77.46 Unrealized +128.7%
MMM 3M Co 0.3%
Value ($000) $6,283 Shares 42,200 Est. Cost $112.65 Unrealized +1.7%
KO Coca-Cola Co 0.3%
Value ($000) $6,274 Shares 101,200 Est. Cost $41.89 Unrealized +29.1%
QCOM Qualcomm Inc 0.3%
Value ($000) $6,021 Shares 39,400 Est. Cost $44.32 Unrealized +246.6%
ORCL Oracle Corp 0.2%
Value ($000) $6,014 Shares 72,700 Est. Cost $40.14 Unrealized +91.8%
CRM Salesforcecom 0.2%
Value ($000) $6,009 Shares 28,300 Est. Cost $153.02 Unrealized +39.0%
WMT Walmart Inc 0.2%
Value ($000) $6,001 Shares 40,300 Est. Cost $33.13 Unrealized +34.6%
Costco Wholesale 0.2%
Value ($000) $5,931 Shares 10,300 Est. Cost $273.28 Unrealized
ADI Analog Devices Inc 0.2%
Value ($000) $5,880 Shares 35,600 Est. Cost $48.08 Unrealized +214.6%
ABT Abbott Labs 0.2%
Value ($000) $5,851 Shares 49,435 Est. Cost $66.29 Unrealized +74.0%
INTC Intel Corp 0.2%
Value ($000) $5,719 Shares 115,400 Est. Cost $31.51 Unrealized +46.6%
CABO Cable ONE 0.2%
Value ($000) $5,549 Shares 3,790 Est. Cost $366.69 Unrealized +287.8%
MCD McDonalds Corp 0.2%
Value ($000) $5,292 Shares 21,400 Est. Cost $178.45 Unrealized +27.6%
BMY Bristol-Myers Squibb 0.2%
Value ($000) $5,068 Shares 69,400 Est. Cost $41.04 Unrealized +38.5%
NEE Nextera Energy Inc 0.2%
Value ($000) $5,032 Shares 59,400 Est. Cost $60.20 Unrealized +19.7%
DHR Danaher Corp 0.2%
Value ($000) $4,987 Shares 17,000 Est. Cost $115.75 Unrealized +112.3%
SAP SAP AG ADR 0.2%
Value ($000) $4,849 Shares 43,700 Est. Cost $115.73 Unrealized
SEE Sealed Air Corp 0.2%
Value ($000) $4,794 Shares 71,600 Est. Cost $18.75 Unrealized +227.8%
NFLX Netflix Inc 0.2%
Value ($000) $4,682 Shares 12,500 Est. Cost $33.20 Unrealized +25.4%
VZ Verizon 0.2%
Value ($000) $4,617 Shares 90,641 Est. Cost $36.70 Unrealized +13.1%
ALL Allstate Corp 0.2%
Value ($000) $4,565 Shares 32,960 Est. Cost $37.12 Unrealized +207.9%
LOW Lowes Cos Inc 0.2%
Value ($000) $4,458 Shares 22,050 Est. Cost $93.71 Unrealized +127.7%
WFC Wells Fargo Co 0.2%
Value ($000) $4,405 Shares 90,900 Est. Cost $37.12 Unrealized +30.6%
IBM Intl Bus Machines 0.2%
Value ($000) $4,384 Shares 33,715 Est. Cost $118.94 Unrealized -5.7%
NKE NIKE Inc Cl B 0.2%
Value ($000) $4,373 Shares 32,500 Est. Cost $77.74 Unrealized +69.7%
Linde PLC 0.2%
Value ($000) $4,153 Shares 13,000 Est. Cost $198.04 Unrealized
TE Connectivity LTD 0.2%
Value ($000) $4,113 Shares 31,400 Est. Cost $64.62 Unrealized
PM Philip Morris Intl 0.2%
Value ($000) $4,103 Shares 43,679 Est. Cost $53.50 Unrealized +54.8%
TXN Texas Instruments 0.2%
Value ($000) $4,018 Shares 21,900 Est. Cost $41.25 Unrealized +281.3%
VUG Vanguard Growth ETF 0.2%
Value ($000) $3,920 Shares 13,630 Est. Cost $116.23 Unrealized
BKNG Booking Holdings Inc 0.2%
Value ($000) $3,687 Shares 1,570 Est. Cost $1817.12 Unrealized +26.5%
T ATT Inc 0.2%
Value ($000) $3,659 Shares 154,838 Est. Cost $13.73 Unrealized +8.6%
VWO Vanguard Emg Mkts ETF 0.1%
Value ($000) $3,489 Shares 75,629 Est. Cost $38.80 Unrealized
COP ConocoPhilips 0.1%
Value ($000) $3,430 Shares 34,295 Est. Cost $51.07 Unrealized +56.0%
MET Metlife Inc 0.1%
Value ($000) $3,247 Shares 46,200 Est. Cost $34.48 Unrealized +74.3%
PLD Prologis Inc 0.1%
Value ($000) $2,987 Shares 18,500 Est. Cost $57.55 Unrealized +135.4%
General Electric Co 0.1%
Value ($000) $2,982 Shares 32,589 Est. Cost $17.85 Unrealized
MS Discover Financial 0.1%
Value ($000) $2,963 Shares 31,400 Est. Cost $17.33 Unrealized +388.3%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $2,817 Shares 12,645 Est. Cost $114.24 Unrealized
SBUX Starbucks 0.1%
Value ($000) $2,738 Shares 30,100 Est. Cost $70.62 Unrealized +21.7%
LMT Lockheed Martin 0.1%
Value ($000) $2,737 Shares 6,200 Est. Cost $296.92 Unrealized +23.0%
CARR Carrier Global 0.1%
Value ($000) $2,709 Shares 59,064 Est. Cost $17.13 Unrealized +160.3%
MO Altria Group 0.1%
Value ($000) $2,690 Shares 51,479 Est. Cost $23.37 Unrealized +58.9%
Citigroup Inc 0.1%
Value ($000) $2,633 Shares 49,300 Est. Cost $63.40 Unrealized
GEN NortonLifeLock Inc 0.1%
Value ($000) $2,615 Shares 98,600 Est. Cost $12.38 Unrealized +104.7%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,552 Shares 8,460 Est. Cost $287.03 Unrealized +1.8%
AL Air Lease 0.1%
Value ($000) $2,523 Shares 56,500 Est. Cost $32.18 Unrealized +21.0%
GLW Corning Inc 0.1%
Value ($000) $2,501 Shares 67,750 Est. Cost $10.49 Unrealized +233.1%
DE Deere and Co 0.1%
Value ($000) $2,493 Shares 6,000 Est. Cost $146.01 Unrealized +148.6%
SIEGY Siemens AG ADR 0.1%
Value ($000) $2,475 Shares 35,800 Est. Cost $84.89 Unrealized
ADP Automatic Data Proc 0.1%
Value ($000) $2,436 Shares 10,705 Est. Cost $129.48 Unrealized +52.1%
BA Boeing Company 0.1%
Value ($000) $2,432 Shares 12,700 Est. Cost $254.78 Unrealized -21.2%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,409 Shares 31,307 Est. Cost $47.48 Unrealized +58.2%
Eaton Vance Tax Mngd 0.1%
Value ($000) $2,396 Shares 234,866 Est. Cost $11.12 Unrealized
WY Weyerhaeuser Co 0.1%
Value ($000) $2,331 Shares 61,500 Est. Cost $19.29 Unrealized +76.9%
GHC Graham Holdings Co 0.1%
Value ($000) $2,317 Shares 3,790 Est. Cost $339.79 Unrealized +69.8%
SPGI SP Global Inc 0.1%
Value ($000) $2,215 Shares 5,400 Est. Cost $206.56 Unrealized +90.8%
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,122 Shares 35,700 Est. Cost $46.52 Unrealized +18.6%
USB US Bancorp 0.1%
Value ($000) $1,982 Shares 37,300 Est. Cost $32.16 Unrealized +48.8%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $1,952 Shares 31,097 Est. Cost $40.05 Unrealized +46.4%
CB Chubb Ltd 0.1%
Value ($000) $1,951 Shares 9,120 Est. Cost $126.85 Unrealized +52.1%
EPI Wisdom Tree India 0.1%
Value ($000) $1,930 Shares 53,600 Est. Cost $16.19 Unrealized
Duke Energy Corp 0.1%
Value ($000) $1,809 Shares 16,200 Est. Cost $84.22 Unrealized
EMR Emerson Electric 0.1%
Value ($000) $1,785 Shares 18,200 Est. Cost $40.02 Unrealized +118.5%
CAT Caterpillar Inc 0.1%
Value ($000) $1,783 Shares 8,000 Est. Cost $111.09 Unrealized +75.9%
ELV Anthem Inc 0.1%
Value ($000) $1,768 Shares 3,600 Est. Cost $251.29 Unrealized +72.2%
SYK Stryker Corp 0.1%
Value ($000) $1,711 Shares 6,400 Est. Cost $175.82 Unrealized +41.2%
MRSH Marsh McLennan 0.1%
Value ($000) $1,704 Shares 10,000 Est. Cost $90.54 Unrealized +64.2%
AON Aon PLC 0.1%
Value ($000) $1,628 Shares 5,000 Est. Cost $195.70 Unrealized +44.5%
D Dominion Energy 0.1%
Value ($000) $1,589 Shares 18,700 Est. Cost $51.12 Unrealized +30.9%
Cigna Corp 0.1%
Value ($000) $1,581 Shares 6,600 Est. Cost $151.82 Unrealized
SO Southern Co 0.1%
Value ($000) $1,581 Shares 21,800 Est. Cost $43.15 Unrealized +36.0%
VRTX Vertex Pharma 0.1%
Value ($000) $1,566 Shares 6,000 Est. Cost $176.91 Unrealized +34.2%
RMD ResMed Inc 0.1%
Value ($000) $1,539 Shares 6,346 Est. Cost $40.00 Unrealized +484.2%
PNC PNC Financial Service 0.1%
Value ($000) $1,531 Shares 8,300 Est. Cost $104.11 Unrealized +67.2%
BlackRock Inc 0.1%
Value ($000) $1,528 Shares 2,000 Est. Cost $445.50 Unrealized
CSX CSX Corp 0.1%
Value ($000) $1,517 Shares 40,500 Est. Cost $27.76 Unrealized +20.6%
EQIX Equinix Inc 0.1%
Value ($000) $1,483 Shares 2,000 Est. Cost $477.48 Unrealized +39.2%
WM Waste Management Inc 0.1%
Value ($000) $1,474 Shares 9,300 Est. Cost $105.11 Unrealized +35.6%
CHTR Charter Communication 0.1%
Value ($000) $1,473 Shares 2,700 Est. Cost $403.56 Unrealized +45.5%
ICE Intercontinental Exch 0.1%
Value ($000) $1,453 Shares 11,000 Est. Cost $84.08 Unrealized +45.8%
TJX TJX Companies Inc 0.1%
Value ($000) $1,430 Shares 23,600 Est. Cost $48.67 Unrealized +29.9%
PTC PTC Inc 0.1%
Value ($000) $1,398 Shares 12,976 Est. Cost $24.35 Unrealized +361.6%
EOG EOG Resources Inc 0.1%
Value ($000) $1,383 Shares 11,600 Est. Cost $61.49 Unrealized +52.0%
American Intl Group 0.1%
Value ($000) $1,368 Shares 21,788 Est. Cost $44.70 Unrealized
PGR Progressive Corp 0.1%
Value ($000) $1,368 Shares 12,000 Est. Cost $64.62 Unrealized +52.4%
SLAB Silicon Laboratories 0.1%
Value ($000) $1,362 Shares 9,069 Est. Cost $41.29 Unrealized +287.1%
BSX Boston Scientific 0.1%
Value ($000) $1,351 Shares 30,500 Est. Cost $42.37 Unrealized +2.3%
AMD Advanced Micro Dev 0.1%
Value ($000) $1,323 Shares 12,100 Est. Cost $102.22 Unrealized +16.8%
AMAT Applied Materials 0.1%
Value ($000) $1,265 Shares 9,600 Est. Cost $130.59 Unrealized +1.7%
CME CME Group CL A 0.1%
Value ($000) $1,237 Shares 5,200 Est. Cost $164.33 Unrealized +22.1%
EA Electronic Arts 0.1%
Value ($000) $1,213 Shares 9,592 Est. Cost $19.79 Unrealized +543.7%
GD General Dynamics 0.1%
Value ($000) $1,206 Shares 5,000 Est. Cost $160.41 Unrealized +27.7%
GS Goldman Sachs Group 0.0%
Value ($000) $1,188 Shares 3,600 Est. Cost $120.36 Unrealized +165.7%
CVS CVS Health Corp 0.0%
Value ($000) $1,184 Shares 11,700 Est. Cost $49.47 Unrealized +86.0%
BDX Becton Dickinson 0.0%
Value ($000) $1,170 Shares 4,400 Est. Cost $161.98 Unrealized +48.8%
AFL Aflac Inc 0.0%
Value ($000) $1,159 Shares 18,000 Est. Cost $45.37 Unrealized +26.3%
NOW ServiceNow Inc 0.0%
Value ($000) $1,114 Shares 2,000 Est. Cost $121.10 Unrealized -7.5%
General Motors 0.0%
Value ($000) $1,094 Shares 25,000 Est. Cost $37.48 Unrealized
DD DuPont de Nemours 0.0%
Value ($000) $1,058 Shares 14,378 Est. Cost $27.24 Unrealized +10.4%
ILMN Illumina Inc 0.0%
Value ($000) $1,048 Shares 3,000 Est. Cost $294.76 Unrealized +14.6%
APD Air Products Chemicals 0.0%
Value ($000) $1,000 Shares 4,000 Est. Cost $192.55 Unrealized +20.4%
INGR Ingredion Inc 0.0%
Value ($000) $959 Shares 11,000 Est. Cost $70.28 Unrealized +28.8%
HPQ HP Inc 0.0%
Value ($000) $951 Shares 26,200 Est. Cost $9.12 Unrealized +251.3%
SHW Sherwin-Williams Co 0.0%
Value ($000) $947 Shares 3,795 Est. Cost $215.59 Unrealized +23.6%
SYF Synchrony Financial 0.0%
Value ($000) $920 Shares 26,442 Est. Cost $25.00 Unrealized +52.8%
FXI iShares FTSE/China 25 0.0%
Value ($000) $918 Shares 28,700 Est. Cost $32.53 Unrealized
DOW Dow Inc 0.0%
Value ($000) $916 Shares 14,378 Est. Cost $36.37 Unrealized +32.7%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $862 Shares 7,000 Est. Cost $109.72 Unrealized +3.9%
COF Capital One Financial 0.0%
Value ($000) $847 Shares 6,453 Est. Cost $47.00 Unrealized +189.1%
BIIB Biogen Inc 0.0%
Value ($000) $842 Shares 4,000 Est. Cost $232.85 Unrealized -6.6%
ZTS Zoetis Inc CL A 0.0%
Value ($000) $835 Shares 4,430 Est. Cost $114.57 Unrealized +66.1%
CTVA Corteva Inc 0.0%
Value ($000) $826 Shares 14,378 Est. Cost $25.02 Unrealized +95.8%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $809 Shares 25,000 Est. Cost $21.67 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $807 Shares 4,800 Est. Cost $57.26 Unrealized +10.8%
Lam Research Corp 0.0%
Value ($000) $806 Shares 1,500 Est. Cost $569.33 Unrealized
JHG Janus Henderson Grp 0.0%
Value ($000) $793 Shares 22,650 Est. Cost $32.71 Unrealized +10.1%
CCL Carnival Corp 0.0%
Value ($000) $786 Shares 38,876 Est. Cost $43.51 Unrealized -53.5%
NOC Northrop Grumman Corp 0.0%
Value ($000) $724 Shares 1,620 Est. Cost $318.69 Unrealized +21.6%
VMWare Inc 0.0%
Value ($000) $695 Shares 6,103 Est. Cost $115.84 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $695 Shares 13,851 Est. Cost $24.16 Unrealized +111.8%
ECL Ecolab Inc 0.0%
Value ($000) $693 Shares 3,925 Est. Cost $132.91 Unrealized +35.1%
SLB Schlumberger 0.0%
Value ($000) $661 Shares 16,000 Est. Cost $37.63 Unrealized -4.6%
ED Consolidated Edison 0.0%
Value ($000) $653 Shares 6,900 Est. Cost $37.50 Unrealized +101.6%
iShares MSCI Japan 0.0%
Value ($000) $647 Shares 10,500 Est. Cost $11.21 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $631 Shares 4,815 Est. Cost $91.63 Unrealized +46.1%
XEL Xcel Energy Inc 0.0%
Value ($000) $585 Shares 8,100 Est. Cost $58.54 Unrealized +3.1%
AEP American Elec Power 0.0%
Value ($000) $549 Shares 5,500 Est. Cost $30.44 Unrealized +160.2%
OGN Organon Co 0.0%
Value ($000) $548 Shares 15,697 Est. Cost $26.93 Unrealized +6.0%
FOXA Fox Corp 0.0%
Value ($000) $538 Shares 13,638 Est. Cost $35.41 Unrealized +8.9%
Nordstrom Inc 0.0%
Value ($000) $537 Shares 19,790 Est. Cost $59.93 Unrealized
NVS Novartis AG ADR 0.0%
Value ($000) $527 Shares 6,000 Est. Cost $70.67 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $527 Shares 9,200 Est. Cost $20.18 Unrealized +167.7%
LBRDK Liberty Broadband C 0.0%
Value ($000) $517 Shares 3,822 Est. Cost $100.17 Unrealized +36.1%
VSAT ViaSat Inc 0.0%
Value ($000) $512 Shares 10,489 Est. Cost $59.61 Unrealized -22.8%
IP International Paper 0.0%
Value ($000) $485 Shares 10,500 Est. Cost $30.27 Unrealized +27.7%
Liberty SiriusXM C 0.0%
Value ($000) $471 Shares 10,302 Est. Cost $30.87 Unrealized
Twitter Inc 0.0%
Value ($000) $470 Shares 12,135 Est. Cost $43.68 Unrealized
Bed Bath Beyond 0.0%
Value ($000) $456 Shares 20,250 Est. Cost $70.96 Unrealized
AKAM Akamai Technologies 0.0%
Value ($000) $448 Shares 3,750 Est. Cost $41.83 Unrealized +168.1%
HPE Hewlett Packard Enter 0.0%
Value ($000) $438 Shares 26,200 Est. Cost $6.50 Unrealized +130.2%
CAG Conagra Brands Inc 0.0%
Value ($000) $416 Shares 12,400 Est. Cost $17.69 Unrealized +60.2%
SPG Simon Property Group 0.0%
Value ($000) $408 Shares 3,100 Est. Cost $45.55 Unrealized +151.3%
MDY SP MidCap 400 0.0%
Value ($000) $392 Shares 800 Est. Cost $253.75 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $391 Shares 8,200 Est. Cost $15.41 Unrealized +139.1%
DOX Amdocs Limited 0.0%
Value ($000) $378 Shares 4,592 Est. Cost $28.59 Unrealized +151.7%
TPR Tapestry Inc 0.0%
Value ($000) $377 Shares 10,160 Est. Cost $32.95 Unrealized +4.2%
MRNA Moderna Inc 0.0%
Value ($000) $362 Shares 2,100 Est. Cost $368.80 Unrealized -54.4%
TAK Takeda Pharma ADR 0.0%
Value ($000) $326 Shares 22,771 Est. Cost $20.39 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $322 Shares 8,500 Est. Cost $29.85 Unrealized 0.0%
EFA iShares MSCI EAFE 0.0%
Value ($000) $316 Shares 4,300 Est. Cost $57.21 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $309 Shares 3,660 Est. Cost $56.91 Unrealized +46.5%
NWSA News Corp 0.0%
Value ($000) $302 Shares 13,640 Est. Cost $13.44 Unrealized +58.8%
BHC Bausch Health 0.0%
Value ($000) $288 Shares 12,589 Est. Cost $22.90 Unrealized +6.8%
Liberty Global Ser C 0.0%
Value ($000) $281 Shares 10,827 Est. Cost $50.32 Unrealized
IJR iShares Core SP SC 0.0%
Value ($000) $259 Shares 2,400 Est. Cost $92.08 Unrealized
RCL Royal Caribbean Cru 0.0%
Value ($000) $251 Shares 3,000 Est. Cost $68.51 Unrealized +12.9%
LW Lamb Weston Hldgs 0.0%
Value ($000) $248 Shares 4,133 Est. Cost $46.74 Unrealized +24.4%
Discovery Inc C 0.0%
Value ($000) $240 Shares 9,615 Est. Cost $26.21 Unrealized
Liberty SiriusXM A 0.0%
Value ($000) $235 Shares 5,151 Est. Cost $43.10 Unrealized
STT State Street Corp 0.0%
Value ($000) $231 Shares 2,650 Est. Cost $44.60 Unrealized +81.6%
IDCC InterDigital Inc 0.0%
Value ($000) $227 Shares 3,551 Est. Cost $45.14 Unrealized +47.2%
VTRS Viatris Inc 0.0%
Value ($000) $206 Shares 18,933 Est. Cost $13.33 Unrealized -17.1%
Qurate Retail Inc 0.0%
Value ($000) $71 Shares 14,843 Est. Cost $21.22 Unrealized