Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 13, 2023

Total Value ($000): $1,987,116 (100.0% shares, 0.0% debt)

Holdings (220)

SPY Standard Poors DR 14.6%
Value ($000) $290,202 Shares 758,838 Est. Cost $388.12 Unrealized
IWO iShares Russell 2000G 6.3%
Value ($000) $125,530 Shares 585,165 Est. Cost $111.51 Unrealized
QQQ Invesco QQQ Trust 4.7%
Value ($000) $92,801 Shares 348,510 Est. Cost $174.29 Unrealized
AAPL Apple Inc 4.4%
Value ($000) $88,039 Shares 677,586 Est. Cost $100.00 Unrealized +40.7%
MSFT Microsoft Corp 4.0%
Value ($000) $78,541 Shares 327,500 Est. Cost $175.73 Unrealized +33.2%
PEP PepsiCo Inc 3.6%
Value ($000) $71,447 Shares 395,478 Est. Cost $88.80 Unrealized +81.2%
VBK Vanguard Small-Cap Growth ETF 3.5%
Value ($000) $68,686 Shares 342,506 Est. Cost $276.98 Unrealized
DIS Walt Disney Co 2.7%
Value ($000) $54,276 Shares 624,723 Est. Cost $98.09 Unrealized -4.7%
AMZN Amazoncom 2.6%
Value ($000) $52,443 Shares 624,325 Est. Cost $120.17 Unrealized -17.8%
Berkshire Hathaway B 2.6%
Value ($000) $52,372 Shares 169,543 Est. Cost $193.78 Unrealized
LLY Eli Lilly 2.6%
Value ($000) $52,266 Shares 142,865 Est. Cost $80.03 Unrealized +332.1%
UNP Union Pacific Corp 2.2%
Value ($000) $43,379 Shares 209,491 Est. Cost $131.30 Unrealized +44.8%
AXP American Express 1.5%
Value ($000) $29,470 Shares 199,457 Est. Cost $81.87 Unrealized +73.9%
JNJ Johnson Johnson 1.4%
Value ($000) $27,299 Shares 154,538 Est. Cost $97.23 Unrealized +61.5%
PG Procter Gamble 1.4%
Value ($000) $27,217 Shares 179,580 Est. Cost $73.89 Unrealized +75.7%
GOOGL Alphabet Class A 1.2%
Value ($000) $24,821 Shares 281,325 Est. Cost $107.43 Unrealized -12.2%
CMCSA Comcast Corp Cl A 1.2%
Value ($000) $24,807 Shares 709,385 Est. Cost $29.56 Unrealized +1.7%
GOOG Alphabet Class C 1.2%
Value ($000) $24,326 Shares 274,160 Est. Cost $107.32 Unrealized -11.7%
YUM Yum! Brands Inc 1.0%
Value ($000) $20,053 Shares 156,570 Est. Cost $65.43 Unrealized +74.3%
RTX Raytheon Tech 0.9%
Value ($000) $18,381 Shares 182,135 Est. Cost $54.61 Unrealized +60.5%
Merck Co 0.9%
Value ($000) $17,173 Shares 154,777 Est. Cost $70.50 Unrealized
AMT American Tower 0.8%
Value ($000) $16,570 Shares 78,214 Est. Cost $139.29 Unrealized +34.0%
Hess Corp 0.8%
Value ($000) $16,394 Shares 115,600 Est. Cost $62.58 Unrealized
Canadian Pacific 0.8%
Value ($000) $16,106 Shares 215,928 Est. Cost $71.94 Unrealized
HON Honeywell Intl 0.8%
Value ($000) $15,777 Shares 73,620 Est. Cost $120.13 Unrealized +48.8%
TMO Thermo Fisher Scien 0.8%
Value ($000) $15,034 Shares 27,300 Est. Cost $252.53 Unrealized +107.9%
UNH UnitedHealth Group 0.7%
Value ($000) $14,686 Shares 27,700 Est. Cost $235.66 Unrealized +112.3%
CL Colgate-Palmolive 0.7%
Value ($000) $14,623 Shares 185,600 Est. Cost $53.78 Unrealized +29.6%
Broadcom Inc 0.7%
Value ($000) $13,587 Shares 24,300 Est. Cost $275.74 Unrealized
HIG Hartford Finl Ser 0.7%
Value ($000) $13,375 Shares 176,375 Est. Cost $40.52 Unrealized +67.0%
ITW Illinois Tool Works 0.7%
Value ($000) $13,262 Shares 60,200 Est. Cost $104.29 Unrealized +89.4%
AMP Ameriprise Financial 0.6%
Value ($000) $12,026 Shares 38,624 Est. Cost $92.89 Unrealized +214.2%
SHEL Shell PLC ADR 0.6%
Value ($000) $11,238 Shares 197,338 Est. Cost $54.93 Unrealized
XOM Exxon Mobil Corp 0.6%
Value ($000) $10,964 Shares 99,400 Est. Cost $56.86 Unrealized +69.3%
NVDA Nvidia Corp 0.5%
Value ($000) $10,600 Shares 72,530 Est. Cost $17.19 Unrealized -14.8%
V Visa Inc 0.5%
Value ($000) $10,139 Shares 48,800 Est. Cost $141.59 Unrealized +39.1%
META Meta Platforms Inc 0.5%
Value ($000) $9,940 Shares 82,600 Est. Cost $146.65 Unrealized -20.5%
JPM JPMorgan Chase 0.5%
Value ($000) $9,749 Shares 72,700 Est. Cost $77.78 Unrealized +51.3%
FCX Freeport-McMoRan 0.5%
Value ($000) $9,723 Shares 255,864 Est. Cost $24.45 Unrealized +36.9%
BAC Bank of Amer Corp 0.5%
Value ($000) $9,566 Shares 288,818 Est. Cost $15.58 Unrealized +103.6%
MA Mastercard Inc 0.5%
Value ($000) $9,319 Shares 26,800 Est. Cost $193.71 Unrealized +66.9%
HD Home Depot Inc 0.5%
Value ($000) $9,002 Shares 28,500 Est. Cost $176.26 Unrealized +59.5%
NSC Norfolk Southern Corp 0.4%
Value ($000) $8,748 Shares 35,500 Est. Cost $150.80 Unrealized +46.2%
ADBE Adobe Inc 0.4%
Value ($000) $8,704 Shares 25,865 Est. Cost $54.18 Unrealized +490.4%
GL Globe Life Inc 0.4%
Value ($000) $8,681 Shares 72,009 Est. Cost $86.06 Unrealized +29.5%
AMGN Amgen Inc 0.4%
Value ($000) $8,672 Shares 33,020 Est. Cost $73.34 Unrealized +231.0%
PFE Pfizer Inc 0.4%
Value ($000) $8,671 Shares 169,215 Est. Cost $24.49 Unrealized +64.1%
ABBV Abbvie Inc 0.4%
Value ($000) $8,161 Shares 50,500 Est. Cost $55.01 Unrealized +149.5%
INTU Intuit Inc 0.4%
Value ($000) $8,018 Shares 20,600 Est. Cost $89.36 Unrealized +335.2%
CVX Chevron Corp 0.4%
Value ($000) $7,718 Shares 43,000 Est. Cost $84.63 Unrealized +81.1%
PYPL PayPal Holdings 0.4%
Value ($000) $7,542 Shares 105,900 Est. Cost $94.65 Unrealized -15.6%
Laboratory Corp 0.4%
Value ($000) $7,159 Shares 30,400 Est. Cost $154.78 Unrealized
Medtronic PLC 0.3%
Value ($000) $6,847 Shares 88,100 Est. Cost $84.20 Unrealized
FDX FedEx Corp 0.3%
Value ($000) $6,740 Shares 38,916 Est. Cost $144.78 Unrealized +7.1%
YUMC Yum China Hldgs 0.3%
Value ($000) $6,550 Shares 119,862 Est. Cost $34.16 Unrealized +48.8%
KO Coca-Cola Co 0.3%
Value ($000) $6,437 Shares 101,200 Est. Cost $41.89 Unrealized +31.1%
PANW Palo Alto Networks 0.3%
Value ($000) $6,321 Shares 45,300 Est. Cost $69.96 Unrealized +14.8%
VMC Vulcan Materials Co 0.3%
Value ($000) $6,291 Shares 35,926 Est. Cost $108.86 Unrealized +53.3%
Crown Castle Intl 0.3%
Value ($000) $6,267 Shares 46,200 Est. Cost $130.18 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $6,159 Shares 129,280 Est. Cost $27.01 Unrealized +53.5%
ORCL Oracle Corp 0.3%
Value ($000) $5,942 Shares 72,700 Est. Cost $40.14 Unrealized +82.4%
ADI Analog Devices Inc 0.3%
Value ($000) $5,839 Shares 35,600 Est. Cost $48.08 Unrealized +207.3%
WMT Walmart Inc 0.3%
Value ($000) $5,714 Shares 40,300 Est. Cost $33.13 Unrealized +37.8%
TSLA Tesla Inc 0.3%
Value ($000) $5,676 Shares 46,080 Est. Cost $261.95 Unrealized -27.7%
MCD McDonalds Corp 0.3%
Value ($000) $5,640 Shares 21,400 Est. Cost $178.45 Unrealized +37.4%
ACN Accenture PLC 0.3%
Value ($000) $5,470 Shares 20,500 Est. Cost $172.26 Unrealized +53.3%
TGT Target Corp 0.3%
Value ($000) $5,442 Shares 36,515 Est. Cost $47.95 Unrealized +193.9%
ABT Abbott Labs 0.3%
Value ($000) $5,427 Shares 49,435 Est. Cost $66.29 Unrealized +47.3%
UPS United Parcel Service 0.3%
Value ($000) $5,226 Shares 30,060 Est. Cost $77.46 Unrealized +91.1%
GSK GSK PLC ADR 0.3%
Value ($000) $5,213 Shares 148,340 Est. Cost $29.43 Unrealized
BMY Bristol-Myers Squibb 0.3%
Value ($000) $4,993 Shares 69,400 Est. Cost $41.04 Unrealized +58.9%
NEE Nextera Energy Inc 0.2%
Value ($000) $4,966 Shares 59,400 Est. Cost $60.20 Unrealized +22.6%
MMM 3M Co 0.2%
Value ($000) $4,757 Shares 39,664 Est. Cost $112.65 Unrealized -19.5%
IBM Intl Bus Machines 0.2%
Value ($000) $4,750 Shares 33,715 Est. Cost $118.94 Unrealized +3.5%
Costco Wholesale 0.2%
Value ($000) $4,702 Shares 10,300 Est. Cost $273.28 Unrealized
DHR Danaher Corp 0.2%
Value ($000) $4,512 Shares 17,000 Est. Cost $115.75 Unrealized +97.1%
ALL Allstate Corp 0.2%
Value ($000) $4,469 Shares 32,960 Est. Cost $37.12 Unrealized +227.1%
PM Philip Morris Intl 0.2%
Value ($000) $4,421 Shares 43,679 Est. Cost $53.50 Unrealized +52.0%
LOW Lowes Cos Inc 0.2%
Value ($000) $4,393 Shares 22,050 Est. Cost $93.71 Unrealized +100.8%
QCOM Qualcomm Inc 0.2%
Value ($000) $4,332 Shares 39,400 Est. Cost $44.32 Unrealized +145.6%
Linde PLC 0.2%
Value ($000) $4,240 Shares 13,000 Est. Cost $198.04 Unrealized
SAP SAP AG ADR 0.2%
Value ($000) $4,069 Shares 39,433 Est. Cost $115.73 Unrealized
COP ConocoPhilips 0.2%
Value ($000) $3,985 Shares 33,775 Est. Cost $51.07 Unrealized +114.2%
NKE NIKE Inc Cl B 0.2%
Value ($000) $3,803 Shares 32,500 Est. Cost $77.74 Unrealized +22.6%
WFC Wells Fargo Co 0.2%
Value ($000) $3,753 Shares 90,900 Est. Cost $37.12 Unrealized +10.0%
CRM Salesforce Inc 0.2%
Value ($000) $3,752 Shares 28,300 Est. Cost $153.02 Unrealized -5.8%
NFLX Netflix Inc 0.2%
Value ($000) $3,686 Shares 12,500 Est. Cost $33.20 Unrealized -15.5%
TXN Texas Instruments 0.2%
Value ($000) $3,618 Shares 21,900 Est. Cost $41.25 Unrealized +268.3%
TE Connectivity LTD 0.2%
Value ($000) $3,605 Shares 31,400 Est. Cost $64.62 Unrealized
SEE Sealed Air Corp 0.2%
Value ($000) $3,571 Shares 71,600 Est. Cost $18.75 Unrealized +142.7%
VZ Verizon 0.2%
Value ($000) $3,571 Shares 90,641 Est. Cost $36.70 Unrealized -16.2%
MET Metlife Inc 0.2%
Value ($000) $3,334 Shares 46,075 Est. Cost $34.48 Unrealized +88.8%
BKNG Booking Holdings Inc 0.2%
Value ($000) $3,164 Shares 1,570 Est. Cost $1817.12 Unrealized +2.8%
GILD Gilead Sciences Inc 0.2%
Value ($000) $3,065 Shares 35,700 Est. Cost $46.52 Unrealized +52.2%
INTC Intel Corp 0.2%
Value ($000) $3,050 Shares 115,400 Est. Cost $31.51 Unrealized -15.4%
LMT Lockheed Martin 0.2%
Value ($000) $3,016 Shares 6,200 Est. Cost $296.92 Unrealized +43.7%
SBUX Starbucks 0.2%
Value ($000) $2,986 Shares 30,100 Est. Cost $70.62 Unrealized +24.0%
VUG Vanguard Growth ETF 0.1%
Value ($000) $2,964 Shares 13,910 Est. Cost $116.23 Unrealized
VWO Vanguard Emg Mkts ETF 0.1%
Value ($000) $2,948 Shares 75,629 Est. Cost $38.80 Unrealized
T ATT Inc 0.1%
Value ($000) $2,851 Shares 154,838 Est. Cost $13.73 Unrealized +10.1%
General Electric Co 0.1%
Value ($000) $2,731 Shares 32,589 Est. Cost $17.85 Unrealized
CABO Cable ONE 0.1%
Value ($000) $2,698 Shares 3,790 Est. Cost $366.69 Unrealized +91.2%
DE Deere and Co 0.1%
Value ($000) $2,573 Shares 6,000 Est. Cost $146.01 Unrealized +166.2%
ADP Automatic Data Proc 0.1%
Value ($000) $2,557 Shares 10,705 Est. Cost $129.48 Unrealized +76.9%
SIEGY Siemens AG ADR 0.1%
Value ($000) $2,463 Shares 35,800 Est. Cost $84.89 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,452 Shares 31,307 Est. Cost $47.48 Unrealized +47.8%
BA Boeing Company 0.1%
Value ($000) $2,419 Shares 12,700 Est. Cost $254.78 Unrealized -35.8%
CARR Carrier Global 0.1%
Value ($000) $2,419 Shares 58,634 Est. Cost $17.13 Unrealized +126.9%
MO Altria Group 0.1%
Value ($000) $2,353 Shares 51,479 Est. Cost $23.37 Unrealized +49.9%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $2,295 Shares 12,765 Est. Cost $114.24 Unrealized
GHC Graham Holdings Co 0.1%
Value ($000) $2,290 Shares 3,790 Est. Cost $339.79 Unrealized +74.2%
ISRG Intuitive Surgical 0.1%
Value ($000) $2,245 Shares 8,460 Est. Cost $287.03 Unrealized -15.1%
Citigroup Inc 0.1%
Value ($000) $2,230 Shares 49,300 Est. Cost $63.40 Unrealized
Cigna Corp 0.1%
Value ($000) $2,187 Shares 6,600 Est. Cost $151.82 Unrealized
AL Air Lease 0.1%
Value ($000) $2,171 Shares 56,500 Est. Cost $32.18 Unrealized +5.5%
GLW Corning Inc 0.1%
Value ($000) $2,164 Shares 67,750 Est. Cost $10.49 Unrealized +183.5%
GEN General Digital Inc 0.1%
Value ($000) $2,113 Shares 98,600 Est. Cost $12.38 Unrealized +66.9%
PLD Prologis Inc 0.1%
Value ($000) $2,086 Shares 18,500 Est. Cost $57.55 Unrealized +74.1%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $2,073 Shares 31,097 Est. Cost $40.05 Unrealized +44.8%
CB Chubb Ltd 0.1%
Value ($000) $2,012 Shares 9,120 Est. Cost $126.85 Unrealized +57.6%
CAT Caterpillar Inc 0.1%
Value ($000) $1,916 Shares 8,000 Est. Cost $111.09 Unrealized +86.0%
WY Weyerhaeuser Co 0.1%
Value ($000) $1,899 Shares 61,251 Est. Cost $19.29 Unrealized +42.9%
TJX TJX Companies Inc 0.1%
Value ($000) $1,879 Shares 23,600 Est. Cost $48.67 Unrealized +45.3%
MS Morgan Stanley 0.1%
Value ($000) $1,853 Shares 21,800 Est. Cost $17.33 Unrealized +343.2%
ELV Elevance Health Inc 0.1%
Value ($000) $1,847 Shares 3,600 Est. Cost $251.29 Unrealized +92.8%
Eaton Vance Tax Mngd 0.1%
Value ($000) $1,823 Shares 234,866 Est. Cost $11.12 Unrealized
SPGI SP Global Inc 0.1%
Value ($000) $1,809 Shares 5,400 Est. Cost $206.56 Unrealized +55.5%
EMR Emerson Electric 0.1%
Value ($000) $1,748 Shares 18,200 Est. Cost $40.02 Unrealized +111.2%
EPI Wisdom Tree India 0.1%
Value ($000) $1,747 Shares 53,600 Est. Cost $16.19 Unrealized
VRTX Vertex Pharma 0.1%
Value ($000) $1,733 Shares 6,000 Est. Cost $176.91 Unrealized +72.3%
Duke Energy Corp 0.1%
Value ($000) $1,668 Shares 16,200 Est. Cost $84.22 Unrealized
MRSH Marsh McLennan 0.1%
Value ($000) $1,655 Shares 10,000 Est. Cost $90.54 Unrealized +72.2%
USB US Bancorp 0.1%
Value ($000) $1,627 Shares 37,300 Est. Cost $32.16 Unrealized +14.1%
SYK Stryker Corp 0.1%
Value ($000) $1,565 Shares 6,400 Est. Cost $175.82 Unrealized +25.0%
PTC PTC Inc 0.1%
Value ($000) $1,558 Shares 12,976 Est. Cost $24.35 Unrealized +391.2%
SO Southern Co 0.1%
Value ($000) $1,557 Shares 21,800 Est. Cost $43.15 Unrealized +38.2%
PGR Progressive Corp 0.1%
Value ($000) $1,557 Shares 12,000 Est. Cost $64.62 Unrealized +79.0%
EOG EOG Resources Inc 0.1%
Value ($000) $1,502 Shares 11,600 Est. Cost $61.49 Unrealized +91.6%
AON Aon PLC 0.1%
Value ($000) $1,501 Shares 5,000 Est. Cost $195.70 Unrealized +46.0%
WM Waste Management Inc 0.1%
Value ($000) $1,459 Shares 9,300 Est. Cost $105.11 Unrealized +45.7%
BlackRock Inc 0.1%
Value ($000) $1,417 Shares 2,000 Est. Cost $445.50 Unrealized
BSX Boston Scientific 0.1%
Value ($000) $1,411 Shares 30,500 Est. Cost $42.37 Unrealized +2.2%
American Intl Group 0.1%
Value ($000) $1,378 Shares 21,788 Est. Cost $44.70 Unrealized
HLN Haleon PLC ADS 0.1%
Value ($000) $1,361 Shares 170,136 Est. Cost $6.09 Unrealized
RMD ResMed Inc 0.1%
Value ($000) $1,321 Shares 6,346 Est. Cost $40.00 Unrealized +433.8%
PNC PNC Financial Service 0.1%
Value ($000) $1,311 Shares 8,300 Est. Cost $104.11 Unrealized +33.7%
EQIX Equinix Inc 0.1%
Value ($000) $1,310 Shares 2,000 Est. Cost $477.48 Unrealized +21.3%
AFL Aflac Inc 0.1%
Value ($000) $1,295 Shares 18,000 Est. Cost $45.37 Unrealized +37.7%
CSX CSX Corp 0.1%
Value ($000) $1,255 Shares 40,500 Est. Cost $27.76 Unrealized +3.5%
GD General Dynamics 0.1%
Value ($000) $1,241 Shares 5,000 Est. Cost $160.41 Unrealized +42.7%
GS Goldman Sachs Group 0.1%
Value ($000) $1,236 Shares 3,600 Est. Cost $120.36 Unrealized +167.2%
APD Air Products Chemicals 0.1%
Value ($000) $1,233 Shares 4,000 Est. Cost $192.55 Unrealized +34.8%
SLAB Silicon Laboratories 0.1%
Value ($000) $1,230 Shares 9,069 Est. Cost $41.29 Unrealized +218.4%
EA Electronic Arts 0.1%
Value ($000) $1,172 Shares 9,592 Est. Cost $19.79 Unrealized +523.9%
D Dominion Energy 0.1%
Value ($000) $1,147 Shares 18,700 Est. Cost $51.12 Unrealized +4.9%
ICE Intercontinental Exch 0.1%
Value ($000) $1,128 Shares 11,000 Est. Cost $84.08 Unrealized +13.6%
BDX Becton Dickinson 0.1%
Value ($000) $1,119 Shares 4,400 Est. Cost $161.98 Unrealized +37.8%
BIIB Biogen Inc 0.1%
Value ($000) $1,108 Shares 4,000 Est. Cost $232.85 Unrealized +21.3%
CVS CVS Health Corp 0.1%
Value ($000) $1,090 Shares 11,700 Est. Cost $49.47 Unrealized +73.7%
DD DuPont de Nemours 0.0%
Value ($000) $987 Shares 14,378 Est. Cost $27.24 Unrealized -8.2%
INGR Ingredion Inc 0.0%
Value ($000) $955 Shares 9,755 Est. Cost $70.28 Unrealized +31.2%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $950 Shares 7,000 Est. Cost $109.72 Unrealized +2.7%
Discover Financial 0.0%
Value ($000) $939 Shares 9,600 Est. Cost $94.58 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $935 Shares 9,600 Est. Cost $130.59 Unrealized -28.6%
CHTR Charter Communication 0.0%
Value ($000) $916 Shares 2,700 Est. Cost $403.56 Unrealized -12.9%
SHW Sherwin-Williams Co 0.0%
Value ($000) $901 Shares 3,795 Est. Cost $215.59 Unrealized +4.3%
NOC Northrop Grumman Corp 0.0%
Value ($000) $884 Shares 1,620 Est. Cost $318.69 Unrealized +55.4%
CME CME Group CL A 0.0%
Value ($000) $874 Shares 5,200 Est. Cost $164.33 Unrealized -8.1%
SYF Synchrony Financial 0.0%
Value ($000) $869 Shares 26,442 Est. Cost $25.00 Unrealized +27.5%
CTVA Corteva Inc 0.0%
Value ($000) $845 Shares 14,378 Est. Cost $25.02 Unrealized +144.4%
General Motors 0.0%
Value ($000) $841 Shares 25,000 Est. Cost $37.48 Unrealized
AMD Advanced Micro Dev 0.0%
Value ($000) $784 Shares 12,100 Est. Cost $102.22 Unrealized -35.4%
NOW ServiceNow Inc 0.0%
Value ($000) $777 Shares 2,000 Est. Cost $121.10 Unrealized -35.5%
ABBNY ABB Ltd ADR 0.0%
Value ($000) $762 Shares 25,000 Est. Cost $21.67 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $742 Shares 4,800 Est. Cost $57.26 Unrealized +21.9%
VMWare Inc 0.0%
Value ($000) $738 Shares 6,014 Est. Cost $115.84 Unrealized
DOW Dow Inc 0.0%
Value ($000) $725 Shares 14,378 Est. Cost $36.37 Unrealized +11.4%
HPQ HP Inc 0.0%
Value ($000) $704 Shares 26,200 Est. Cost $9.12 Unrealized +169.1%
ED Consolidated Edison 0.0%
Value ($000) $658 Shares 6,900 Est. Cost $37.50 Unrealized +117.8%
ZTS Zoetis Inc CL A 0.0%
Value ($000) $649 Shares 4,430 Est. Cost $114.57 Unrealized +25.0%
Lam Research Corp 0.0%
Value ($000) $630 Shares 1,500 Est. Cost $569.33 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $607 Shares 3,000 Est. Cost $294.76 Unrealized -29.7%
PPG PPG Industries Inc 0.0%
Value ($000) $605 Shares 4,815 Est. Cost $91.63 Unrealized +24.9%
COF Capital One Financial 0.0%
Value ($000) $600 Shares 6,453 Est. Cost $47.00 Unrealized +98.1%
SLB Schlumberger 0.0%
Value ($000) $588 Shares 11,000 Est. Cost $37.63 Unrealized +22.4%
iShares MSCI Japan 0.0%
Value ($000) $572 Shares 10,500 Est. Cost $11.21 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $571 Shares 3,925 Est. Cost $132.91 Unrealized +6.7%
XEL Xcel Energy Inc 0.0%
Value ($000) $568 Shares 8,100 Est. Cost $58.54 Unrealized +1.8%
NVS Novartis AG ADR 0.0%
Value ($000) $544 Shares 6,000 Est. Cost $70.67 Unrealized
JHG Janus Henderson Grp 0.0%
Value ($000) $533 Shares 22,650 Est. Cost $32.71 Unrealized -28.3%
AEP American Elec Power 0.0%
Value ($000) $522 Shares 5,500 Est. Cost $30.44 Unrealized +165.7%
CAG Conagra Brands Inc 0.0%
Value ($000) $480 Shares 12,400 Est. Cost $17.69 Unrealized +75.1%
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $477 Shares 50,273 Est. Cost $18.55 Unrealized -39.1%
OGN Organon Co 0.0%
Value ($000) $419 Shares 14,989 Est. Cost $26.93 Unrealized -18.4%
HPE Hewlett Packard Enter 0.0%
Value ($000) $418 Shares 26,200 Est. Cost $6.50 Unrealized +107.4%
FOXA Fox Corp 0.0%
Value ($000) $414 Shares 13,638 Est. Cost $35.41 Unrealized -17.2%
Liberty SiriusXM C 0.0%
Value ($000) $403 Shares 10,302 Est. Cost $30.87 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $387 Shares 10,160 Est. Cost $32.95 Unrealized -4.7%
EBAY eBay Inc 0.0%
Value ($000) $382 Shares 9,200 Est. Cost $20.18 Unrealized +93.1%
MRNA Moderna Inc 0.0%
Value ($000) $377 Shares 2,100 Est. Cost $368.80 Unrealized -55.7%
LW Lamb Weston Hldgs 0.0%
Value ($000) $369 Shares 4,133 Est. Cost $46.74 Unrealized +72.0%
DOX Amdocs Limited 0.0%
Value ($000) $367 Shares 4,033 Est. Cost $28.59 Unrealized +177.3%
SPG Simon Property Group 0.0%
Value ($000) $364 Shares 3,100 Est. Cost $45.55 Unrealized +105.2%
IP International Paper 0.0%
Value ($000) $364 Shares 10,500 Est. Cost $30.27 Unrealized -0.9%
EXC Exelon Corp 0.0%
Value ($000) $354 Shares 8,200 Est. Cost $15.41 Unrealized +128.4%
MDY SP MidCap 400 0.0%
Value ($000) $354 Shares 800 Est. Cost $253.75 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $338 Shares 8,600 Est. Cost $29.89 Unrealized +10.4%
AKAM Akamai Technologies 0.0%
Value ($000) $316 Shares 3,750 Est. Cost $41.83 Unrealized +108.1%
SCHW Charles Schwab Corp 0.0%
Value ($000) $305 Shares 3,660 Est. Cost $56.91 Unrealized +30.4%
LBRDK Liberty Broadband C 0.0%
Value ($000) $292 Shares 3,822 Est. Cost $100.17 Unrealized -24.0%
CCL Carnival Corp 0.0%
Value ($000) $285 Shares 35,376 Est. Cost $43.51 Unrealized -80.2%
EFA iShares MSCI EAFE 0.0%
Value ($000) $282 Shares 4,300 Est. Cost $57.21 Unrealized
Nordstrom Inc 0.0%
Value ($000) $255 Shares 15,790 Est. Cost $59.93 Unrealized
NWSA News Corp 0.0%
Value ($000) $248 Shares 13,640 Est. Cost $13.44 Unrealized +25.9%
CEG Constellation Energy Group 0.0%
Value ($000) $236 Shares 2,733 Est. Cost $71.76 Unrealized +22.2%
IJR iShares Core SP SC 0.0%
Value ($000) $227 Shares 2,400 Est. Cost $92.08 Unrealized
VTRS Viatris Inc 0.0%
Value ($000) $211 Shares 18,933 Est. Cost $13.33 Unrealized -32.1%
STT State Street Corp 0.0%
Value ($000) $206 Shares 2,650 Est. Cost $66.07 Unrealized 0.0%
Liberty SiriusXM A 0.0%
Value ($000) $202 Shares 5,151 Est. Cost $39.31 Unrealized
Arrival SA 0.0%
Value ($000) $5 Shares 32,051 Est. Cost $0.81 Unrealized