Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 15, 2024

Total Value ($000): $2,755,170 (100.0% shares, 0.0% debt)

Holdings (222)

SPY Standard Poors DR 14.2%
Value ($000) $390,242 Shares 717,066 Est. Cost $388.12 Unrealized
QQQ Invesco QQQ Trust 5.6%
Value ($000) $154,246 Shares 321,942 Est. Cost $174.29 Unrealized
MSFT Microsoft Corp 5.3%
Value ($000) $146,376 Shares 327,500 Est. Cost $175.73 Unrealized +137.4%
IWO iShares Russell 2000G 5.3%
Value ($000) $145,912 Shares 555,790 Est. Cost $111.51 Unrealized
AAPL Apple Inc 5.2%
Value ($000) $142,705 Shares 677,546 Est. Cost $100.00 Unrealized +85.1%
LLY Eli Lilly 4.6%
Value ($000) $125,363 Shares 138,464 Est. Cost $80.03 Unrealized +888.3%
AMZN Amazoncom 4.3%
Value ($000) $118,385 Shares 612,600 Est. Cost $120.17 Unrealized +52.9%
VBK Vanguard Small-Cap Growth ETF 3.3%
Value ($000) $90,718 Shares 362,685 Est. Cost $275.58 Unrealized
NVDA Nvidia Corp 3.3%
Value ($000) $89,634 Shares 725,550 Est. Cost $92.67 Unrealized +9.1%
BRK/B Berkshire Hathaway B 2.4%
Value ($000) $66,894 Shares 164,439 Est. Cost $308.18 Unrealized +32.6%
PEP PepsiCo Inc 2.3%
Value ($000) $64,394 Shares 390,430 Est. Cost $88.80 Unrealized +82.8%
DIS Walt Disney Co 2.2%
Value ($000) $61,724 Shares 621,653 Est. Cost $98.09 Unrealized +7.6%
GOOGL Alphabet Class A 1.9%
Value ($000) $51,239 Shares 281,300 Est. Cost $107.43 Unrealized +55.8%
GOOG Alphabet Class C 1.8%
Value ($000) $50,286 Shares 274,160 Est. Cost $107.32 Unrealized +57.4%
UNP Union Pacific Corp 1.7%
Value ($000) $46,835 Shares 206,998 Est. Cost $131.30 Unrealized +71.7%
AXP American Express 1.6%
Value ($000) $45,134 Shares 194,922 Est. Cost $81.87 Unrealized +177.6%
META Meta Platforms Inc 1.5%
Value ($000) $41,655 Shares 82,612 Est. Cost $146.65 Unrealized +229.6%
Broadcom Inc 1.3%
Value ($000) $36,987 Shares 23,037 Est. Cost $275.74 Unrealized
PG Procter Gamble 1.1%
Value ($000) $29,616 Shares 179,580 Est. Cost $73.89 Unrealized +112.7%
CMCSA Comcast Corp Cl A 0.9%
Value ($000) $23,993 Shares 612,696 Est. Cost $29.56 Unrealized +25.6%
JNJ Johnson Johnson 0.8%
Value ($000) $21,240 Shares 145,319 Est. Cost $97.23 Unrealized +45.5%
YUM Yum! Brands Inc 0.7%
Value ($000) $20,143 Shares 152,070 Est. Cost $65.43 Unrealized +103.7%
Merck Co 0.7%
Value ($000) $18,766 Shares 151,580 Est. Cost $70.50 Unrealized
CL Colgate-Palmolive 0.6%
Value ($000) $17,503 Shares 180,368 Est. Cost $53.78 Unrealized +65.6%
RTX RTX Corp 0.6%
Value ($000) $17,270 Shares 172,031 Est. Cost $54.61 Unrealized +83.4%
HIG Hartford Finl Ser 0.6%
Value ($000) $17,085 Shares 169,933 Est. Cost $40.52 Unrealized +140.8%
Hess Corp 0.6%
Value ($000) $16,622 Shares 112,678 Est. Cost $62.58 Unrealized
AMP Ameriprise Financial 0.6%
Value ($000) $16,499 Shares 38,623 Est. Cost $92.89 Unrealized +350.5%
PANW Palo Alto Networks 0.6%
Value ($000) $15,357 Shares 45,300 Est. Cost $69.96 Unrealized +113.8%
CP Canadian Pacific Kansas City 0.6%
Value ($000) $15,194 Shares 192,988 Est. Cost $77.51 Unrealized +3.8%
HON Honeywell Intl 0.5%
Value ($000) $14,869 Shares 69,631 Est. Cost $120.13 Unrealized +53.0%
JPM JPMorgan Chase 0.5%
Value ($000) $14,704 Shares 72,700 Est. Cost $77.78 Unrealized +143.2%
ADBE Adobe Inc 0.5%
Value ($000) $14,369 Shares 25,865 Est. Cost $54.18 Unrealized +793.8%
UNH UnitedHealth Group 0.5%
Value ($000) $14,107 Shares 27,700 Est. Cost $235.66 Unrealized +100.8%
AMT American Tower 0.5%
Value ($000) $13,922 Shares 71,624 Est. Cost $139.29 Unrealized +26.5%
TMO Thermo Fisher Scien 0.5%
Value ($000) $13,875 Shares 25,090 Est. Cost $252.53 Unrealized +125.6%
INTU Intuit Inc 0.5%
Value ($000) $13,539 Shares 20,600 Est. Cost $89.36 Unrealized +587.3%
ITW Illinois Tool Works 0.5%
Value ($000) $13,531 Shares 57,101 Est. Cost $104.29 Unrealized +127.1%
V Visa Inc 0.5%
Value ($000) $12,809 Shares 48,800 Est. Cost $141.59 Unrealized +91.3%
SHEL Shell PLC ADR 0.5%
Value ($000) $12,587 Shares 174,378 Est. Cost $54.93 Unrealized
FCX Freeport-McMoRan 0.5%
Value ($000) $12,435 Shares 255,864 Est. Cost $24.45 Unrealized +101.7%
MA Mastercard Inc 0.4%
Value ($000) $11,823 Shares 26,800 Est. Cost $193.71 Unrealized +133.1%
BAC Bank of Amer Corp 0.4%
Value ($000) $11,476 Shares 288,553 Est. Cost $15.58 Unrealized +136.5%
XOM Exxon Mobil Corp 0.4%
Value ($000) $11,443 Shares 99,400 Est. Cost $56.86 Unrealized +93.6%
FDX FedEx Corp 0.4%
Value ($000) $10,376 Shares 34,606 Est. Cost $144.78 Unrealized +73.9%
AMGN Amgen Inc 0.4%
Value ($000) $10,317 Shares 33,020 Est. Cost $73.34 Unrealized +280.8%
ORCL Oracle Corp 0.4%
Value ($000) $10,265 Shares 72,700 Est. Cost $40.14 Unrealized +204.7%
HD Home Depot Inc 0.4%
Value ($000) $9,811 Shares 28,500 Est. Cost $176.26 Unrealized +85.8%
TSLA Tesla Inc 0.3%
Value ($000) $9,210 Shares 46,545 Est. Cost $261.08 Unrealized -33.1%
Costco Wholesale 0.3%
Value ($000) $8,755 Shares 10,300 Est. Cost $273.28 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $8,662 Shares 50,500 Est. Cost $55.01 Unrealized +185.6%
NFLX Netflix Inc 0.3%
Value ($000) $8,436 Shares 12,500 Est. Cost $33.20 Unrealized +88.1%
WMT Walmart Inc 0.3%
Value ($000) $8,186 Shares 120,900 Est. Cost $48.40 Unrealized +28.0%
ADI Analog Devices Inc 0.3%
Value ($000) $8,126 Shares 35,600 Est. Cost $48.08 Unrealized +331.8%
QCOM Qualcomm Inc 0.3%
Value ($000) $7,848 Shares 39,400 Est. Cost $44.32 Unrealized +311.5%
VMC Vulcan Materials Co 0.3%
Value ($000) $7,776 Shares 31,268 Est. Cost $108.86 Unrealized +134.5%
NSC Norfolk Southern Corp 0.3%
Value ($000) $7,621 Shares 35,500 Est. Cost $150.80 Unrealized +48.7%
CRM Salesforce Inc 0.3%
Value ($000) $7,276 Shares 28,300 Est. Cost $153.02 Unrealized +73.0%
CVX Chevron Corp 0.2%
Value ($000) $6,726 Shares 43,000 Est. Cost $84.63 Unrealized +75.3%
SAP SAP AG ADR 0.2%
Value ($000) $6,532 Shares 32,385 Est. Cost $115.73 Unrealized
KO Coca-Cola Co 0.2%
Value ($000) $6,441 Shares 101,200 Est. Cost $41.89 Unrealized +40.6%
ACN Accenture PLC 0.2%
Value ($000) $6,220 Shares 20,500 Est. Cost $172.26 Unrealized +73.8%
BKNG Booking Holdings Inc 0.2%
Value ($000) $6,220 Shares 1,570 Est. Cost $1817.12 Unrealized +101.1%
CSCO Cisco Systems Inc 0.2%
Value ($000) $6,142 Shares 129,280 Est. Cost $27.01 Unrealized +67.7%
Medtronic PLC 0.2%
Value ($000) $6,086 Shares 77,325 Est. Cost $84.20 Unrealized
GL Globe Life Inc 0.2%
Value ($000) $5,925 Shares 72,009 Est. Cost $86.06 Unrealized -5.1%
IBM Intl Bus Machines 0.2%
Value ($000) $5,831 Shares 33,715 Est. Cost $118.94 Unrealized +39.4%
Linde PLC 0.2%
Value ($000) $5,705 Shares 13,000 Est. Cost $198.04 Unrealized
MCD McDonalds Corp 0.2%
Value ($000) $5,454 Shares 21,400 Est. Cost $178.45 Unrealized +42.9%
TGT Target Corp 0.2%
Value ($000) $5,406 Shares 36,515 Est. Cost $47.95 Unrealized +208.5%
VUG Vanguard Growth ETF 0.2%
Value ($000) $5,404 Shares 14,448 Est. Cost $116.23 Unrealized
WFC Wells Fargo Co 0.2%
Value ($000) $5,399 Shares 90,900 Est. Cost $37.12 Unrealized +53.2%
LH Labcorp Holdingings 0.2%
Value ($000) $5,334 Shares 26,210 Est. Cost $199.50 Unrealized 0.0%
PYPL PayPal Holdings 0.2%
Value ($000) $5,216 Shares 89,878 Est. Cost $94.65 Unrealized -33.0%
ALL Allstate Corp 0.2%
Value ($000) $5,181 Shares 32,450 Est. Cost $37.12 Unrealized +335.0%
GE GE Aerospace 0.2%
Value ($000) $5,181 Shares 32,589 Est. Cost $157.95 Unrealized 0.0%
ABT Abbott Labs 0.2%
Value ($000) $5,137 Shares 49,435 Est. Cost $66.29 Unrealized +55.3%
LOW Lowes Cos Inc 0.2%
Value ($000) $4,861 Shares 22,050 Est. Cost $93.71 Unrealized +136.2%
PFE Pfizer Inc 0.2%
Value ($000) $4,733 Shares 169,173 Est. Cost $24.49 Unrealized +1.2%
TE Connectivity LTD 0.2%
Value ($000) $4,724 Shares 31,400 Est. Cost $64.62 Unrealized
PM Philip Morris Intl 0.2%
Value ($000) $4,426 Shares 43,679 Est. Cost $53.50 Unrealized +70.6%
TXN Texas Instruments 0.2%
Value ($000) $4,260 Shares 21,900 Est. Cost $41.25 Unrealized +327.0%
DHR Danaher Corp 0.2%
Value ($000) $4,247 Shares 17,000 Est. Cost $115.75 Unrealized +116.2%
NEE Nextera Energy Inc 0.2%
Value ($000) $4,206 Shares 59,400 Est. Cost $60.20 Unrealized +12.3%
UPS United Parcel Service 0.1%
Value ($000) $4,103 Shares 29,982 Est. Cost $77.46 Unrealized +67.8%
GSK GSK PLC ADR 0.1%
Value ($000) $4,048 Shares 105,140 Est. Cost $29.43 Unrealized
Crown Castle Inc 0.1%
Value ($000) $3,845 Shares 39,352 Est. Cost $130.18 Unrealized
MMM 3M Co 0.1%
Value ($000) $3,764 Shares 36,837 Est. Cost $112.65 Unrealized -16.3%
ISRG Intuitive Surgical 0.1%
Value ($000) $3,763 Shares 8,460 Est. Cost $287.03 Unrealized +38.8%
VZ Verizon 0.1%
Value ($000) $3,738 Shares 90,641 Est. Cost $36.70 Unrealized -0.6%
CARR Carrier Global 0.1%
Value ($000) $3,613 Shares 57,282 Est. Cost $17.13 Unrealized +251.4%
COP ConocoPhilips 0.1%
Value ($000) $3,603 Shares 31,500 Est. Cost $51.07 Unrealized +125.9%
INTC Intel Corp 0.1%
Value ($000) $3,574 Shares 115,400 Est. Cost $31.51 Unrealized +3.2%
SIEGY Siemens AG ADR 0.1%
Value ($000) $3,338 Shares 35,800 Est. Cost $84.89 Unrealized
MET Metlife Inc 0.1%
Value ($000) $3,144 Shares 44,793 Est. Cost $34.48 Unrealized +97.6%
Citigroup Inc 0.1%
Value ($000) $3,129 Shares 49,300 Est. Cost $63.40 Unrealized
YUMC Yum China Hldgs 0.1%
Value ($000) $3,041 Shares 98,599 Est. Cost $34.16 Unrealized +7.2%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $3,037 Shares 13,230 Est. Cost $115.41 Unrealized
T ATT Inc 0.1%
Value ($000) $2,959 Shares 154,832 Est. Cost $13.73 Unrealized +17.8%
LMT Lockheed Martin 0.1%
Value ($000) $2,896 Shares 6,200 Est. Cost $296.92 Unrealized +48.7%
BMY Bristol-Myers Squibb 0.1%
Value ($000) $2,882 Shares 69,400 Est. Cost $41.04 Unrealized -0.1%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,821 Shares 29,307 Est. Cost $47.48 Unrealized +97.4%
VRTX Vertex Pharma 0.1%
Value ($000) $2,812 Shares 6,000 Est. Cost $176.91 Unrealized +145.4%
CAT Caterpillar Inc 0.1%
Value ($000) $2,665 Shares 8,000 Est. Cost $111.09 Unrealized +204.9%
TJX TJX Companies Inc 0.1%
Value ($000) $2,598 Shares 23,600 Est. Cost $48.67 Unrealized +102.7%
EPI Wisdom Tree India 0.1%
Value ($000) $2,588 Shares 53,600 Est. Cost $16.19 Unrealized
ADP Automatic Data Proc 0.1%
Value ($000) $2,555 Shares 10,705 Est. Cost $129.48 Unrealized +82.7%
PGR Progressive Corp 0.1%
Value ($000) $2,493 Shares 12,000 Est. Cost $64.62 Unrealized +198.2%
GHC Graham Holdings Co 0.1%
Value ($000) $2,476 Shares 3,540 Est. Cost $339.79 Unrealized +112.1%
GEN Gen Digital Inc 0.1%
Value ($000) $2,463 Shares 98,600 Est. Cost $12.38 Unrealized +79.5%
NKE NIKE Inc Cl B 0.1%
Value ($000) $2,450 Shares 32,500 Est. Cost $77.74 Unrealized +15.4%
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,449 Shares 35,700 Est. Cost $46.52 Unrealized +35.7%
GLW Corning Inc 0.1%
Value ($000) $2,423 Shares 62,380 Est. Cost $10.49 Unrealized +221.2%
SPGI SP Global Inc 0.1%
Value ($000) $2,408 Shares 5,400 Est. Cost $206.56 Unrealized +105.2%
BSX Boston Scientific 0.1%
Value ($000) $2,349 Shares 30,500 Est. Cost $42.37 Unrealized +72.8%
MO Altria Group 0.1%
Value ($000) $2,343 Shares 51,448 Est. Cost $23.37 Unrealized +67.3%
SBUX Starbucks 0.1%
Value ($000) $2,343 Shares 30,100 Est. Cost $70.62 Unrealized +10.5%
CB Chubb Ltd 0.1%
Value ($000) $2,326 Shares 9,120 Est. Cost $126.85 Unrealized +99.2%
BA Boeing Company 0.1%
Value ($000) $2,312 Shares 12,700 Est. Cost $254.78 Unrealized -30.0%
AMAT Applied Materials 0.1%
Value ($000) $2,266 Shares 9,600 Est. Cost $130.59 Unrealized +61.9%
DE Deere and Co 0.1%
Value ($000) $2,242 Shares 6,000 Est. Cost $146.01 Unrealized +160.6%
CI Cigna Group 0.1%
Value ($000) $2,182 Shares 6,600 Est. Cost $276.18 Unrealized +21.0%
SYK Stryker Corp 0.1%
Value ($000) $2,178 Shares 6,400 Est. Cost $175.82 Unrealized +89.6%
MS Morgan Stanley 0.1%
Value ($000) $2,119 Shares 21,800 Est. Cost $17.33 Unrealized +423.9%
MRSH Marsh McLennan 0.1%
Value ($000) $2,107 Shares 10,000 Est. Cost $90.54 Unrealized +121.1%
PLD Prologis Inc 0.1%
Value ($000) $2,078 Shares 18,500 Est. Cost $57.55 Unrealized +81.5%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $2,035 Shares 31,097 Est. Cost $40.05 Unrealized +62.7%
EMR Emerson Electric 0.1%
Value ($000) $2,005 Shares 18,200 Est. Cost $40.02 Unrealized +168.5%
WM Waste Management Inc 0.1%
Value ($000) $1,984 Shares 9,300 Est. Cost $105.11 Unrealized +93.0%
AL Air Lease 0.1%
Value ($000) $1,972 Shares 41,500 Est. Cost $32.18 Unrealized +46.9%
AMD Advanced Micro Dev 0.1%
Value ($000) $1,963 Shares 12,100 Est. Cost $102.22 Unrealized +57.4%
ELV Elevance Health Inc 0.1%
Value ($000) $1,951 Shares 3,600 Est. Cost $251.29 Unrealized +104.4%
PTC PTC Inc 0.1%
Value ($000) $1,949 Shares 10,726 Est. Cost $24.35 Unrealized +635.0%
VWO Vanguard Emg Mkts ETF 0.1%
Value ($000) $1,896 Shares 43,329 Est. Cost $38.80 Unrealized
SO Southern Co 0.1%
Value ($000) $1,691 Shares 21,800 Est. Cost $43.15 Unrealized +66.3%
GS Goldman Sachs Group 0.1%
Value ($000) $1,628 Shares 3,600 Est. Cost $120.36 Unrealized +252.0%
Duke Energy Corp 0.1%
Value ($000) $1,624 Shares 16,200 Est. Cost $84.22 Unrealized
American Intl Group 0.1%
Value ($000) $1,618 Shares 21,788 Est. Cost $44.70 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $1,608 Shares 18,000 Est. Cost $45.37 Unrealized +83.1%
Lam Research Corp 0.1%
Value ($000) $1,597 Shares 1,500 Est. Cost $569.33 Unrealized
BlackRock Inc 0.1%
Value ($000) $1,575 Shares 2,000 Est. Cost $445.50 Unrealized
NOW ServiceNow Inc 0.1%
Value ($000) $1,573 Shares 2,000 Est. Cost $121.10 Unrealized +21.2%
EQIX Equinix Inc 0.1%
Value ($000) $1,513 Shares 2,000 Est. Cost $477.48 Unrealized +53.4%
ICE Intercontinental Exch 0.1%
Value ($000) $1,506 Shares 11,000 Est. Cost $84.08 Unrealized +56.7%
USB US Bancorp 0.1%
Value ($000) $1,481 Shares 37,300 Est. Cost $32.16 Unrealized +17.4%
AON Aon PLC 0.1%
Value ($000) $1,468 Shares 5,000 Est. Cost $195.70 Unrealized +49.5%
WY Weyerhaeuser Co 0.1%
Value ($000) $1,464 Shares 51,574 Est. Cost $19.29 Unrealized +52.5%
EOG EOG Resources Inc 0.1%
Value ($000) $1,460 Shares 11,600 Est. Cost $61.49 Unrealized +98.6%
GD General Dynamics 0.1%
Value ($000) $1,451 Shares 5,000 Est. Cost $160.41 Unrealized +77.1%
GEV GE Vernova Inc 0.1%
Value ($000) $1,397 Shares 8,143 Est. Cost $158.10 Unrealized 0.0%
ABBNY ABB Ltd ADR 0.1%
Value ($000) $1,393 Shares 25,000 Est. Cost $21.67 Unrealized
CSX CSX Corp 0.0%
Value ($000) $1,355 Shares 40,500 Est. Cost $27.76 Unrealized +19.3%
EA Electronic Arts 0.0%
Value ($000) $1,336 Shares 9,592 Est. Cost $19.79 Unrealized +560.4%
PNC PNC Financial Service 0.0%
Value ($000) $1,290 Shares 8,300 Est. Cost $104.11 Unrealized +40.8%
Discover Financial 0.0%
Value ($000) $1,256 Shares 9,600 Est. Cost $94.58 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $1,220 Shares 35,059 Est. Cost $18.75 Unrealized +82.8%
RMD ResMed Inc 0.0%
Value ($000) $1,215 Shares 6,346 Est. Cost $40.00 Unrealized +400.1%
Haleon PLC ADS 0.0%
Value ($000) $1,207 Shares 145,960 Est. Cost $11.12 Unrealized
GM General Motors 0.0%
Value ($000) $1,162 Shares 25,000 Est. Cost $33.63 Unrealized +32.0%
DD DuPont de Nemours 0.0%
Value ($000) $1,157 Shares 14,378 Est. Cost $27.24 Unrealized +15.9%
SHW Sherwin-Williams Co 0.0%
Value ($000) $1,133 Shares 3,795 Est. Cost $215.59 Unrealized +41.5%
SYF Synchrony Financial 0.0%
Value ($000) $1,131 Shares 23,977 Est. Cost $25.00 Unrealized +68.6%
APD Air Products Chemicals 0.0%
Value ($000) $1,032 Shares 4,000 Est. Cost $192.55 Unrealized +25.9%
BDX Becton Dickinson 0.0%
Value ($000) $1,028 Shares 4,400 Est. Cost $161.98 Unrealized +40.7%
CME CME Group CL A 0.0%
Value ($000) $1,022 Shares 5,200 Est. Cost $164.33 Unrealized +18.7%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $967 Shares 7,000 Est. Cost $109.72 Unrealized +14.2%
ECL Ecolab Inc 0.0%
Value ($000) $934 Shares 3,925 Est. Cost $132.91 Unrealized +70.9%
BIIB Biogen Inc 0.0%
Value ($000) $927 Shares 4,000 Est. Cost $232.85 Unrealized -6.7%
HPQ HP Inc 0.0%
Value ($000) $918 Shares 26,200 Est. Cost $9.12 Unrealized +225.6%
D Dominion Energy 0.0%
Value ($000) $916 Shares 18,700 Est. Cost $51.12 Unrealized -7.9%
COF Capital One Financial 0.0%
Value ($000) $869 Shares 6,280 Est. Cost $47.00 Unrealized +191.9%
GEHC GE Healthcare Technologies 0.0%
Value ($000) $846 Shares 10,859 Est. Cost $71.08 Unrealized +14.5%
CHTR Charter Communication 0.0%
Value ($000) $807 Shares 2,700 Est. Cost $403.56 Unrealized -32.4%
CTVA Corteva Inc 0.0%
Value ($000) $776 Shares 14,378 Est. Cost $25.02 Unrealized +116.1%
ZTS Zoetis Inc CL A 0.0%
Value ($000) $768 Shares 4,430 Est. Cost $114.57 Unrealized +42.6%
DOW Dow Inc 0.0%
Value ($000) $763 Shares 14,378 Est. Cost $36.37 Unrealized +40.8%
HLN Haleon PLC ADS 0.0%
Value ($000) $746 Shares 90,292 Est. Cost $6.09 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $730 Shares 9,600 Est. Cost $61.94 Unrealized +13.0%
INGR Ingredion Inc 0.0%
Value ($000) $723 Shares 6,302 Est. Cost $70.28 Unrealized +64.3%
iShares MSCI Japan 0.0%
Value ($000) $717 Shares 10,500 Est. Cost $11.21 Unrealized
CABO Cable ONE 0.0%
Value ($000) $708 Shares 2,000 Est. Cost $366.69 Unrealized +1.2%
NOC Northrop Grumman Corp 0.0%
Value ($000) $706 Shares 1,620 Est. Cost $318.69 Unrealized +39.3%
CVS CVS Health Corp 0.0%
Value ($000) $691 Shares 11,700 Est. Cost $49.47 Unrealized +18.3%
CCL Carnival Corp 0.0%
Value ($000) $662 Shares 35,376 Est. Cost $43.51 Unrealized -64.5%
NVS Novartis AG ADR 0.0%
Value ($000) $639 Shares 6,000 Est. Cost $70.67 Unrealized
ED Consolidated Edison 0.0%
Value ($000) $617 Shares 6,900 Est. Cost $37.50 Unrealized +134.1%
DELL Dell Technologies Inc 0.0%
Value ($000) $614 Shares 4,450 Est. Cost $43.87 Unrealized +197.8%
PPG PPG Industries Inc 0.0%
Value ($000) $606 Shares 4,815 Est. Cost $91.63 Unrealized +39.0%
SLAB Silicon Laboratories 0.0%
Value ($000) $605 Shares 5,469 Est. Cost $41.29 Unrealized +199.1%
KVUE Kenvue Inc 0.0%
Value ($000) $581 Shares 31,934 Est. Cost $21.04 Unrealized -13.6%
FTRE Fortrea Hldgs Inc 0.0%
Value ($000) $565 Shares 24,224 Est. Cost $29.59 Unrealized +4.9%
HPE Hewlett Packard Enter 0.0%
Value ($000) $555 Shares 26,200 Est. Cost $6.50 Unrealized +171.2%
CEG Constellation Energy Group 0.0%
Value ($000) $547 Shares 2,733 Est. Cost $71.76 Unrealized +181.4%
VLTO Veralto Corp 0.0%
Value ($000) $541 Shares 5,666 Est. Cost $73.75 Unrealized +28.7%
SLB Schlumberger 0.0%
Value ($000) $519 Shares 11,000 Est. Cost $37.63 Unrealized +22.2%
EBAY eBay Inc 0.0%
Value ($000) $494 Shares 9,200 Est. Cost $20.18 Unrealized +151.3%
AEP American Elec Power 0.0%
Value ($000) $483 Shares 5,500 Est. Cost $30.44 Unrealized +171.4%
SOLV Solventum Corp 0.0%
Value ($000) $479 Shares 9,051 Est. Cost $60.70 Unrealized 0.0%
RCL Royal Caribbean Cru 0.0%
Value ($000) $478 Shares 3,000 Est. Cost $77.05 Unrealized +83.4%
SPG Simon Property Group 0.0%
Value ($000) $471 Shares 3,100 Est. Cost $45.55 Unrealized +197.5%
FOXA Fox Corp 0.0%
Value ($000) $469 Shares 13,638 Est. Cost $35.41 Unrealized -9.3%
TPR Tapestry Inc 0.0%
Value ($000) $435 Shares 10,160 Est. Cost $32.95 Unrealized +22.3%
XEL Xcel Energy Inc 0.0%
Value ($000) $433 Shares 8,100 Est. Cost $58.54 Unrealized -12.3%
MDY SP MidCap 400 0.0%
Value ($000) $428 Shares 800 Est. Cost $253.75 Unrealized
IP International Paper 0.0%
Value ($000) $388 Shares 9,000 Est. Cost $30.27 Unrealized +25.8%
NWSA News Corp 0.0%
Value ($000) $376 Shares 13,640 Est. Cost $13.44 Unrealized +90.1%
JHG Janus Henderson Grp 0.0%
Value ($000) $356 Shares 10,567 Est. Cost $32.71 Unrealized +0.2%
CAG Conagra Brands Inc 0.0%
Value ($000) $352 Shares 12,400 Est. Cost $17.69 Unrealized +54.7%
LW Lamb Weston Hldgs 0.0%
Value ($000) $348 Shares 4,133 Est. Cost $46.74 Unrealized +75.7%
AKAM Akamai Technologies 0.0%
Value ($000) $338 Shares 3,750 Est. Cost $41.83 Unrealized +131.1%
EFA iShares MSCI EAFE 0.0%
Value ($000) $337 Shares 4,300 Est. Cost $57.21 Unrealized
Nordstrom Inc 0.0%
Value ($000) $335 Shares 15,790 Est. Cost $59.93 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $313 Shares 3,000 Est. Cost $294.76 Unrealized -61.9%
HAL Halliburton Co 0.0%
Value ($000) $287 Shares 8,500 Est. Cost $29.89 Unrealized +18.2%
EXC Exelon Corp 0.0%
Value ($000) $284 Shares 8,200 Est. Cost $15.41 Unrealized +125.5%
SCHW Charles Schwab Corp 0.0%
Value ($000) $270 Shares 3,660 Est. Cost $50.45 Unrealized +43.4%
IJR iShares Core SP SC 0.0%
Value ($000) $256 Shares 2,400 Est. Cost $92.08 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $251 Shares 33,756 Est. Cost $18.55 Unrealized -56.8%
MRNA Moderna Inc 0.0%
Value ($000) $249 Shares 2,100 Est. Cost $368.80 Unrealized -65.7%
IDCC InterDigital Inc 0.0%
Value ($000) $247 Shares 2,122 Est. Cost $92.54 Unrealized +15.5%
DOX Amdocs Limited 0.0%
Value ($000) $223 Shares 2,830 Est. Cost $28.59 Unrealized +175.7%
VTRS Viatris Inc 0.0%
Value ($000) $195 Shares 18,354 Est. Cost $13.33 Unrealized -23.2%