Cohen Klingenstein LLC Diversified Active

CIK: 0001453620 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 16, 2024

Total Value ($000): $2,870,393 (100.0% shares, 0.0% debt)

Holdings (220)

SPY Standard Poors DR 14.1%
Value ($000) $404,949 Shares 705,781 Est. Cost $388.12 Unrealized
AAPL Apple Inc 5.5%
Value ($000) $157,868 Shares 677,546 Est. Cost $100.00 Unrealized +122.0%
IWO iShares Russell 2000G 5.5%
Value ($000) $157,816 Shares 555,690 Est. Cost $111.51 Unrealized
QQQ Invesco QQQ Trust 5.4%
Value ($000) $155,749 Shares 319,112 Est. Cost $174.29 Unrealized
MSFT Microsoft Corp 4.8%
Value ($000) $137,481 Shares 319,500 Est. Cost $175.73 Unrealized +140.8%
LLY Eli Lilly 4.3%
Value ($000) $122,671 Shares 138,464 Est. Cost $80.03 Unrealized +1012.5%
AMZN Amazoncom 4.0%
Value ($000) $113,509 Shares 609,180 Est. Cost $120.17 Unrealized +51.8%
VBK Vanguard Small-Cap Growth ETF 3.4%
Value ($000) $96,971 Shares 362,685 Est. Cost $275.58 Unrealized
NVDA Nvidia Corp 3.1%
Value ($000) $88,087 Shares 725,350 Est. Cost $92.67 Unrealized +27.4%
BRK/B Berkshire Hathaway B 2.6%
Value ($000) $75,685 Shares 164,439 Est. Cost $308.18 Unrealized +43.5%
PEP PepsiCo Inc 2.3%
Value ($000) $66,393 Shares 390,430 Est. Cost $88.80 Unrealized +83.4%
DIS Walt Disney Co 2.1%
Value ($000) $59,785 Shares 621,526 Est. Cost $98.09 Unrealized -7.7%
AXP American Express 1.8%
Value ($000) $52,863 Shares 194,922 Est. Cost $81.87 Unrealized +199.4%
UNP Union Pacific Corp 1.8%
Value ($000) $51,021 Shares 206,998 Est. Cost $131.30 Unrealized +78.7%
META Meta Platforms Inc 1.6%
Value ($000) $47,290 Shares 82,612 Est. Cost $146.65 Unrealized +249.2%
GOOGL Alphabet Class A 1.6%
Value ($000) $46,654 Shares 281,300 Est. Cost $107.43 Unrealized +55.2%
GOOG Alphabet Class C 1.6%
Value ($000) $45,352 Shares 271,260 Est. Cost $107.32 Unrealized +56.8%
Broadcom Inc 1.4%
Value ($000) $39,274 Shares 227,675 Est. Cost $182.95 Unrealized
PG Procter Gamble 1.1%
Value ($000) $31,103 Shares 179,580 Est. Cost $73.89 Unrealized +122.3%
CMCSA Comcast Corp Cl A 0.9%
Value ($000) $25,592 Shares 612,696 Est. Cost $29.56 Unrealized +27.7%
JNJ Johnson Johnson 0.8%
Value ($000) $23,356 Shares 144,119 Est. Cost $97.23 Unrealized +57.0%
YUM Yum! Brands Inc 0.7%
Value ($000) $21,246 Shares 152,070 Est. Cost $65.43 Unrealized +97.8%
RTX RTX Corp 0.7%
Value ($000) $20,843 Shares 172,031 Est. Cost $54.61 Unrealized +103.4%
HIG Hartford Finl Ser 0.7%
Value ($000) $18,957 Shares 161,183 Est. Cost $40.52 Unrealized +164.2%
CL Colgate-Palmolive 0.7%
Value ($000) $18,701 Shares 180,149 Est. Cost $53.78 Unrealized +83.9%
AMP Ameriprise Financial 0.6%
Value ($000) $18,145 Shares 38,623 Est. Cost $92.89 Unrealized +359.2%
Merck Co 0.6%
Value ($000) $17,195 Shares 151,416 Est. Cost $70.50 Unrealized
AMT American Tower 0.6%
Value ($000) $16,657 Shares 71,624 Est. Cost $139.29 Unrealized +51.3%
CP Canadian Pacific Kansas City 0.6%
Value ($000) $16,508 Shares 192,988 Est. Cost $77.51 Unrealized +5.1%
UNH UnitedHealth Group 0.6%
Value ($000) $16,196 Shares 27,700 Est. Cost $235.66 Unrealized +132.7%
TMO Thermo Fisher Scien 0.5%
Value ($000) $15,520 Shares 25,090 Est. Cost $252.53 Unrealized +133.3%
PANW Palo Alto Networks 0.5%
Value ($000) $15,484 Shares 45,300 Est. Cost $69.96 Unrealized +140.6%
JPM JPMorgan Chase 0.5%
Value ($000) $15,330 Shares 72,700 Est. Cost $77.78 Unrealized +163.5%
Hess Corp 0.5%
Value ($000) $15,302 Shares 112,678 Est. Cost $62.58 Unrealized
ITW Illinois Tool Works 0.5%
Value ($000) $14,964 Shares 57,101 Est. Cost $104.29 Unrealized +127.5%
HON Honeywell Intl 0.5%
Value ($000) $14,393 Shares 69,631 Est. Cost $120.13 Unrealized +56.8%
V Visa Inc 0.5%
Value ($000) $13,418 Shares 48,800 Est. Cost $141.59 Unrealized +89.1%
MA Mastercard Inc 0.5%
Value ($000) $13,234 Shares 26,800 Est. Cost $193.71 Unrealized +138.4%
ADBE Adobe Inc 0.5%
Value ($000) $13,230 Shares 25,552 Est. Cost $54.18 Unrealized +912.4%
INTU Intuit Inc 0.4%
Value ($000) $12,793 Shares 20,600 Est. Cost $89.36 Unrealized +608.3%
FCX Freeport-McMoRan 0.4%
Value ($000) $12,773 Shares 255,864 Est. Cost $24.45 Unrealized +80.9%
ORCL Oracle Corp 0.4%
Value ($000) $12,388 Shares 72,700 Est. Cost $40.14 Unrealized +256.4%
TSLA Tesla Inc 0.4%
Value ($000) $12,178 Shares 46,545 Est. Cost $261.08 Unrealized -12.7%
XOM Exxon Mobil Corp 0.4%
Value ($000) $11,652 Shares 99,400 Est. Cost $56.86 Unrealized +93.5%
HD Home Depot Inc 0.4%
Value ($000) $11,548 Shares 28,500 Est. Cost $176.26 Unrealized +100.1%
BAC Bank of Amer Corp 0.4%
Value ($000) $11,450 Shares 288,555 Est. Cost $15.58 Unrealized +148.9%
AMGN Amgen Inc 0.4%
Value ($000) $10,639 Shares 33,020 Est. Cost $73.34 Unrealized +327.0%
SHEL Shell PLC ADR 0.4%
Value ($000) $10,427 Shares 158,098 Est. Cost $54.93 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $9,973 Shares 50,500 Est. Cost $55.01 Unrealized +224.9%
WMT Walmart Inc 0.3%
Value ($000) $9,763 Shares 120,900 Est. Cost $48.40 Unrealized +49.7%
FDX FedEx Corp 0.3%
Value ($000) $9,329 Shares 34,089 Est. Cost $144.78 Unrealized +94.2%
Costco Wholesale 0.3%
Value ($000) $9,131 Shares 10,300 Est. Cost $273.28 Unrealized
NFLX Netflix Inc 0.3%
Value ($000) $8,866 Shares 12,500 Est. Cost $33.20 Unrealized +101.4%
NSC Norfolk Southern Corp 0.3%
Value ($000) $8,822 Shares 35,500 Est. Cost $150.80 Unrealized +54.5%
ADI Analog Devices Inc 0.3%
Value ($000) $8,194 Shares 35,600 Est. Cost $48.08 Unrealized +357.8%
VMC Vulcan Materials Co 0.3%
Value ($000) $7,830 Shares 31,268 Est. Cost $108.86 Unrealized +125.8%
CRM Salesforce Inc 0.3%
Value ($000) $7,746 Shares 28,300 Est. Cost $153.02 Unrealized +65.9%
GL Globe Life Inc 0.3%
Value ($000) $7,626 Shares 72,009 Est. Cost $86.06 Unrealized +10.2%
IBM Intl Bus Machines 0.3%
Value ($000) $7,454 Shares 33,715 Est. Cost $118.94 Unrealized +58.9%
SAP SAP AG ADR 0.3%
Value ($000) $7,390 Shares 32,256 Est. Cost $115.73 Unrealized
KO Coca-Cola Co 0.3%
Value ($000) $7,272 Shares 101,200 Est. Cost $41.89 Unrealized +56.7%
ACN Accenture PLC 0.3%
Value ($000) $7,246 Shares 20,500 Est. Cost $172.26 Unrealized +87.4%
Medtronic PLC 0.2%
Value ($000) $6,892 Shares 76,549 Est. Cost $84.20 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $6,880 Shares 129,280 Est. Cost $27.01 Unrealized +73.2%
PYPL PayPal Holdings 0.2%
Value ($000) $6,844 Shares 87,709 Est. Cost $94.65 Unrealized -29.5%
QCOM Qualcomm Inc 0.2%
Value ($000) $6,700 Shares 39,400 Est. Cost $44.32 Unrealized +286.2%
BKNG Booking Holdings Inc 0.2%
Value ($000) $6,613 Shares 1,570 Est. Cost $1817.12 Unrealized +108.8%
MCD McDonalds Corp 0.2%
Value ($000) $6,517 Shares 21,400 Est. Cost $178.45 Unrealized +49.5%
CVX Chevron Corp 0.2%
Value ($000) $6,333 Shares 43,000 Est. Cost $84.63 Unrealized +65.4%
Linde PLC 0.2%
Value ($000) $6,199 Shares 13,000 Est. Cost $198.04 Unrealized
GE GE Aerospace 0.2%
Value ($000) $6,146 Shares 32,589 Est. Cost $157.95 Unrealized +6.3%
LOW Lowes Cos Inc 0.2%
Value ($000) $5,972 Shares 22,050 Est. Cost $93.71 Unrealized +152.0%
ALL Allstate Corp 0.2%
Value ($000) $5,891 Shares 31,061 Est. Cost $37.12 Unrealized +365.7%
LH Labcorp Holdingings 0.2%
Value ($000) $5,857 Shares 26,210 Est. Cost $199.50 Unrealized +8.4%
ABT Abbott Labs 0.2%
Value ($000) $5,636 Shares 49,435 Est. Cost $66.29 Unrealized +61.5%
VUG Vanguard Growth ETF 0.2%
Value ($000) $5,574 Shares 14,518 Est. Cost $116.23 Unrealized
PM Philip Morris Intl 0.2%
Value ($000) $5,303 Shares 43,679 Est. Cost $53.50 Unrealized +105.3%
WFC Wells Fargo Co 0.2%
Value ($000) $5,135 Shares 90,900 Est. Cost $37.12 Unrealized +47.8%
TGT Target Corp 0.2%
Value ($000) $5,095 Shares 32,690 Est. Cost $47.95 Unrealized +194.1%
NEE Nextera Energy Inc 0.2%
Value ($000) $5,021 Shares 59,400 Est. Cost $60.20 Unrealized +24.4%
MMM 3M Co 0.2%
Value ($000) $4,983 Shares 36,449 Est. Cost $112.65 Unrealized +5.8%
PFE Pfizer Inc 0.2%
Value ($000) $4,896 Shares 169,175 Est. Cost $24.49 Unrealized +9.0%
TEL TE Connectivity PLC 0.2%
Value ($000) $4,741 Shares 31,400 Est. Cost $146.90 Unrealized 0.0%
DHR Danaher Corp 0.2%
Value ($000) $4,726 Shares 17,000 Est. Cost $115.75 Unrealized +126.7%
CARR Carrier Global 0.2%
Value ($000) $4,611 Shares 57,282 Est. Cost $17.13 Unrealized +300.0%
Crown Castle Inc 0.2%
Value ($000) $4,553 Shares 38,382 Est. Cost $130.18 Unrealized
TXN Texas Instruments 0.2%
Value ($000) $4,524 Shares 21,900 Est. Cost $41.25 Unrealized +367.8%
YUMC Yum China Hldgs 0.2%
Value ($000) $4,439 Shares 98,599 Est. Cost $34.16 Unrealized -2.5%
GSK GSK PLC ADR 0.1%
Value ($000) $4,264 Shares 104,312 Est. Cost $29.43 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $4,156 Shares 8,460 Est. Cost $287.03 Unrealized +62.2%
VZ Verizon 0.1%
Value ($000) $4,071 Shares 90,641 Est. Cost $36.70 Unrealized +4.6%
UPS United Parcel Service 0.1%
Value ($000) $3,978 Shares 29,178 Est. Cost $77.46 Unrealized +55.6%
MET Metlife Inc 0.1%
Value ($000) $3,649 Shares 44,245 Est. Cost $34.48 Unrealized +108.5%
LMT Lockheed Martin 0.1%
Value ($000) $3,624 Shares 6,200 Est. Cost $296.92 Unrealized +73.9%
SIEGY Siemens AG ADR 0.1%
Value ($000) $3,618 Shares 35,800 Est. Cost $84.89 Unrealized
BMY Bristol-Myers Squibb 0.1%
Value ($000) $3,547 Shares 68,559 Est. Cost $41.04 Unrealized +6.4%
T ATT Inc 0.1%
Value ($000) $3,406 Shares 154,832 Est. Cost $13.73 Unrealized +36.8%
COP ConocoPhilips 0.1%
Value ($000) $3,316 Shares 31,500 Est. Cost $51.07 Unrealized +105.7%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $3,243 Shares 13,320 Est. Cost $115.41 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $3,129 Shares 8,000 Est. Cost $111.09 Unrealized +204.9%
Citigroup Inc 0.1%
Value ($000) $3,086 Shares 49,300 Est. Cost $63.40 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $3,046 Shares 29,307 Est. Cost $47.48 Unrealized +95.9%
PGR Progressive Corp 0.1%
Value ($000) $3,045 Shares 12,000 Est. Cost $64.62 Unrealized +231.4%
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,993 Shares 35,700 Est. Cost $46.52 Unrealized +57.1%
ADP Automatic Data Proc 0.1%
Value ($000) $2,962 Shares 10,705 Est. Cost $129.48 Unrealized +95.8%
SBUX Starbucks 0.1%
Value ($000) $2,934 Shares 30,100 Est. Cost $70.62 Unrealized +17.3%
NKE NIKE Inc Cl B 0.1%
Value ($000) $2,873 Shares 32,500 Est. Cost $77.74 Unrealized -2.2%
VRTX Vertex Pharma 0.1%
Value ($000) $2,790 Shares 6,000 Est. Cost $176.91 Unrealized +171.5%
SPGI SP Global Inc 0.1%
Value ($000) $2,790 Shares 5,400 Est. Cost $206.56 Unrealized +137.2%
TJX TJX Companies Inc 0.1%
Value ($000) $2,774 Shares 23,600 Est. Cost $48.67 Unrealized +131.6%
INTC Intel Corp 0.1%
Value ($000) $2,707 Shares 115,400 Est. Cost $31.51 Unrealized -21.0%
EPI Wisdom Tree India 0.1%
Value ($000) $2,705 Shares 53,600 Est. Cost $16.19 Unrealized
GEN Gen Digital Inc 0.1%
Value ($000) $2,705 Shares 98,600 Est. Cost $12.38 Unrealized +102.4%
GLW Corning Inc 0.1%
Value ($000) $2,645 Shares 58,580 Est. Cost $10.49 Unrealized +289.7%
CB Chubb Ltd 0.1%
Value ($000) $2,630 Shares 9,120 Est. Cost $126.85 Unrealized +113.5%
MO Altria Group 0.1%
Value ($000) $2,626 Shares 51,448 Est. Cost $23.37 Unrealized +94.8%
BSX Boston Scientific 0.1%
Value ($000) $2,556 Shares 30,500 Est. Cost $42.37 Unrealized +86.1%
DE Deere and Co 0.1%
Value ($000) $2,504 Shares 6,000 Est. Cost $146.01 Unrealized +152.9%
PLD Prologis Inc 0.1%
Value ($000) $2,336 Shares 18,500 Est. Cost $57.55 Unrealized +105.1%
SYK Stryker Corp 0.1%
Value ($000) $2,312 Shares 6,400 Est. Cost $175.82 Unrealized +93.6%
MDLZ Mondelez Intl Inc 0.1%
Value ($000) $2,291 Shares 31,097 Est. Cost $40.05 Unrealized +67.7%
CI Cigna Group 0.1%
Value ($000) $2,287 Shares 6,600 Est. Cost $276.18 Unrealized +21.3%
MS Morgan Stanley 0.1%
Value ($000) $2,272 Shares 21,800 Est. Cost $17.33 Unrealized +459.2%
MRSH Marsh McLennan 0.1%
Value ($000) $2,231 Shares 10,000 Est. Cost $90.54 Unrealized +139.6%
GEV GE Vernova Inc 0.1%
Value ($000) $2,076 Shares 8,143 Est. Cost $158.10 Unrealized +21.2%
VWO Vanguard Emg Mkts ETF 0.1%
Value ($000) $2,073 Shares 43,329 Est. Cost $38.80 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $2,012 Shares 18,000 Est. Cost $45.37 Unrealized +117.6%
EMR Emerson Electric 0.1%
Value ($000) $1,991 Shares 18,200 Est. Cost $40.02 Unrealized +162.5%
AMD Advanced Micro Dev 0.1%
Value ($000) $1,985 Shares 12,100 Est. Cost $102.22 Unrealized +48.6%
SO Southern Co 0.1%
Value ($000) $1,966 Shares 21,800 Est. Cost $43.15 Unrealized +89.2%
AMAT Applied Materials 0.1%
Value ($000) $1,940 Shares 9,600 Est. Cost $130.59 Unrealized +55.0%
BA Boeing Company 0.1%
Value ($000) $1,931 Shares 12,700 Est. Cost $254.78 Unrealized -32.7%
WM Waste Management Inc 0.1%
Value ($000) $1,931 Shares 9,300 Est. Cost $105.11 Unrealized +94.3%
BlackRock Inc 0.1%
Value ($000) $1,899 Shares 2,000 Est. Cost $445.50 Unrealized
GHC Graham Holdings Co 0.1%
Value ($000) $1,882 Shares 2,290 Est. Cost $339.79 Unrealized +120.7%
AL Air Lease 0.1%
Value ($000) $1,880 Shares 41,500 Est. Cost $32.18 Unrealized +38.4%
ELV Elevance Health Inc 0.1%
Value ($000) $1,872 Shares 3,600 Est. Cost $251.29 Unrealized +107.2%
Duke Energy Corp 0.1%
Value ($000) $1,868 Shares 16,200 Est. Cost $84.22 Unrealized
NOW ServiceNow Inc 0.1%
Value ($000) $1,789 Shares 2,000 Est. Cost $121.10 Unrealized +35.8%
GS Goldman Sachs Group 0.1%
Value ($000) $1,782 Shares 3,600 Est. Cost $120.36 Unrealized +294.7%
EQIX Equinix Inc 0.1%
Value ($000) $1,775 Shares 2,000 Est. Cost $477.48 Unrealized +66.4%
PTC PTC Inc 0.1%
Value ($000) $1,773 Shares 9,815 Est. Cost $24.35 Unrealized +621.6%
ICE Intercontinental Exch 0.1%
Value ($000) $1,767 Shares 11,000 Est. Cost $84.08 Unrealized +80.4%
AON Aon PLC 0.1%
Value ($000) $1,730 Shares 5,000 Est. Cost $195.70 Unrealized +65.8%
USB US Bancorp 0.1%
Value ($000) $1,706 Shares 37,300 Est. Cost $32.16 Unrealized +27.9%
WY Weyerhaeuser Co 0.1%
Value ($000) $1,659 Shares 48,987 Est. Cost $19.29 Unrealized +52.6%
American Intl Group 0.1%
Value ($000) $1,596 Shares 21,788 Est. Cost $44.70 Unrealized
PNC PNC Financial Service 0.1%
Value ($000) $1,534 Shares 8,300 Est. Cost $104.11 Unrealized +60.9%
GD General Dynamics 0.1%
Value ($000) $1,511 Shares 5,000 Est. Cost $160.41 Unrealized +78.6%
SHW Sherwin-Williams Co 0.1%
Value ($000) $1,448 Shares 3,795 Est. Cost $215.59 Unrealized +60.0%
ABBNY ABB Ltd ADR 0.1%
Value ($000) $1,448 Shares 25,000 Est. Cost $21.67 Unrealized
RMD ResMed Inc 0.1%
Value ($000) $1,440 Shares 5,900 Est. Cost $40.00 Unrealized +452.0%
EOG EOG Resources Inc 0.0%
Value ($000) $1,426 Shares 11,600 Est. Cost $61.49 Unrealized +95.8%
CSX CSX Corp 0.0%
Value ($000) $1,398 Shares 40,500 Est. Cost $27.76 Unrealized +19.6%
Discover Financial 0.0%
Value ($000) $1,347 Shares 9,600 Est. Cost $94.58 Unrealized
DD DuPont de Nemours 0.0%
Value ($000) $1,281 Shares 14,378 Est. Cost $27.24 Unrealized +21.1%
EA Electronic Arts 0.0%
Value ($000) $1,279 Shares 8,918 Est. Cost $19.79 Unrealized +627.8%
Eaton Vance Tax Mngd 0.0%
Value ($000) $1,267 Shares 145,960 Est. Cost $11.12 Unrealized
Lam Research Corp 0.0%
Value ($000) $1,224 Shares 1,500 Est. Cost $569.33 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $1,196 Shares 23,977 Est. Cost $25.00 Unrealized +88.9%
APD Air Products Chemicals 0.0%
Value ($000) $1,191 Shares 4,000 Est. Cost $192.55 Unrealized +36.7%
SEE Sealed Air Corp 0.0%
Value ($000) $1,171 Shares 32,259 Est. Cost $18.75 Unrealized +80.0%
CME CME Group CL A 0.0%
Value ($000) $1,147 Shares 5,200 Est. Cost $164.33 Unrealized +19.5%
GM General Motors 0.0%
Value ($000) $1,121 Shares 25,000 Est. Cost $33.63 Unrealized +35.8%
D Dominion Energy 0.0%
Value ($000) $1,081 Shares 18,700 Est. Cost $51.12 Unrealized +0.1%
BDX Becton Dickinson 0.0%
Value ($000) $1,061 Shares 4,400 Est. Cost $161.98 Unrealized +40.5%
GEHC GE Healthcare Technologies 0.0%
Value ($000) $1,019 Shares 10,859 Est. Cost $71.08 Unrealized +17.8%
ECL Ecolab Inc 0.0%
Value ($000) $1,002 Shares 3,925 Est. Cost $132.91 Unrealized +81.4%
KMB Kimberly-Clark Corp 0.0%
Value ($000) $996 Shares 7,000 Est. Cost $109.72 Unrealized +22.3%
HLN Haleon PLC ADS 0.0%
Value ($000) $944 Shares 89,257 Est. Cost $6.09 Unrealized
COF Capital One Financial 0.0%
Value ($000) $940 Shares 6,280 Est. Cost $47.00 Unrealized +197.6%
HPQ HP Inc 0.0%
Value ($000) $940 Shares 26,200 Est. Cost $9.12 Unrealized +264.4%
CHTR Charter Communication 0.0%
Value ($000) $875 Shares 2,700 Est. Cost $403.56 Unrealized -16.7%
INGR Ingredion Inc 0.0%
Value ($000) $866 Shares 6,302 Est. Cost $70.28 Unrealized +81.0%
ZTS Zoetis Inc CL A 0.0%
Value ($000) $866 Shares 4,430 Est. Cost $114.57 Unrealized +58.3%
NOC Northrop Grumman Corp 0.0%
Value ($000) $855 Shares 1,620 Est. Cost $318.69 Unrealized +50.0%
CTVA Corteva Inc 0.0%
Value ($000) $845 Shares 14,378 Est. Cost $25.02 Unrealized +115.0%
SRE Sempra Energy 0.0%
Value ($000) $803 Shares 9,600 Est. Cost $61.94 Unrealized +23.3%
DOW Dow Inc 0.0%
Value ($000) $785 Shares 14,378 Est. Cost $36.37 Unrealized +31.8%
BIIB Biogen Inc 0.0%
Value ($000) $775 Shares 4,000 Est. Cost $232.85 Unrealized -10.2%
iShares MSCI Japan 0.0%
Value ($000) $751 Shares 10,500 Est. Cost $11.21 Unrealized
CVS CVS Health Corp 0.0%
Value ($000) $736 Shares 11,700 Est. Cost $49.47 Unrealized +11.6%
ED Consolidated Edison 0.0%
Value ($000) $718 Shares 6,900 Est. Cost $37.50 Unrealized +151.8%
CEG Constellation Energy Group 0.0%
Value ($000) $711 Shares 2,733 Est. Cost $71.76 Unrealized +174.7%
KVUE Kenvue Inc 0.0%
Value ($000) $704 Shares 30,449 Est. Cost $21.04 Unrealized -6.7%
CABO Cable ONE 0.0%
Value ($000) $700 Shares 2,000 Est. Cost $366.69 Unrealized -4.5%
CCL Carnival Corp 0.0%
Value ($000) $654 Shares 35,376 Est. Cost $43.51 Unrealized -61.1%
PPG PPG Industries Inc 0.0%
Value ($000) $638 Shares 4,815 Est. Cost $91.63 Unrealized +33.1%
VLTO Veralto Corp 0.0%
Value ($000) $634 Shares 5,666 Est. Cost $73.75 Unrealized +42.4%
SLAB Silicon Laboratories 0.0%
Value ($000) $632 Shares 5,469 Est. Cost $41.29 Unrealized +170.3%
SOLV Solventum Corp 0.0%
Value ($000) $624 Shares 8,954 Est. Cost $60.70 Unrealized -0.9%
EBAY eBay Inc 0.0%
Value ($000) $599 Shares 9,200 Est. Cost $20.18 Unrealized +178.9%
FOXA Fox Corp 0.0%
Value ($000) $577 Shares 13,638 Est. Cost $35.41 Unrealized +8.1%
AEP American Elec Power 0.0%
Value ($000) $564 Shares 5,500 Est. Cost $30.44 Unrealized +205.6%
HPE Hewlett Packard Enter 0.0%
Value ($000) $536 Shares 26,200 Est. Cost $6.50 Unrealized +182.8%
RCL Royal Caribbean Cru 0.0%
Value ($000) $532 Shares 3,000 Est. Cost $77.05 Unrealized +106.7%
XEL Xcel Energy Inc 0.0%
Value ($000) $529 Shares 8,100 Est. Cost $58.54 Unrealized -3.3%
SPG Simon Property Group 0.0%
Value ($000) $524 Shares 3,100 Est. Cost $45.55 Unrealized +224.0%
TPR Tapestry Inc 0.0%
Value ($000) $477 Shares 10,160 Est. Cost $32.95 Unrealized +21.8%
FTRE Fortrea Hldgs Inc 0.0%
Value ($000) $475 Shares 23,771 Est. Cost $29.59 Unrealized -20.6%
SLB Schlumberger 0.0%
Value ($000) $461 Shares 11,000 Est. Cost $37.63 Unrealized +13.4%
MDY SP MidCap 400 0.0%
Value ($000) $456 Shares 800 Est. Cost $253.75 Unrealized
IP International Paper 0.0%
Value ($000) $440 Shares 9,000 Est. Cost $30.27 Unrealized +46.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $403 Shares 12,400 Est. Cost $17.69 Unrealized +59.7%
JHG Janus Henderson Grp 0.0%
Value ($000) $402 Shares 10,567 Est. Cost $32.71 Unrealized +10.5%
ILMN Illumina Inc 0.0%
Value ($000) $391 Shares 3,000 Est. Cost $294.76 Unrealized -58.1%
AKAM Akamai Technologies 0.0%
Value ($000) $379 Shares 3,750 Est. Cost $41.83 Unrealized +133.0%
NWSA News Corp 0.0%
Value ($000) $363 Shares 13,640 Est. Cost $13.44 Unrealized +100.1%
EFA iShares MSCI EAFE 0.0%
Value ($000) $360 Shares 4,300 Est. Cost $57.21 Unrealized
Nordstrom Inc 0.0%
Value ($000) $355 Shares 15,790 Est. Cost $59.93 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $333 Shares 8,200 Est. Cost $15.41 Unrealized +132.1%
IDCC InterDigital Inc 0.0%
Value ($000) $301 Shares 2,122 Est. Cost $92.54 Unrealized +41.6%
IJR iShares Core SP SC 0.0%
Value ($000) $281 Shares 2,400 Est. Cost $92.08 Unrealized
WBD Warner Bros Discovery Inc 0.0%
Value ($000) $278 Shares 33,756 Est. Cost $18.55 Unrealized -57.9%
LW Lamb Weston Hldgs 0.0%
Value ($000) $268 Shares 4,133 Est. Cost $46.74 Unrealized +36.7%
DOX Amdocs Limited 0.0%
Value ($000) $248 Shares 2,830 Est. Cost $28.59 Unrealized +184.1%
HAL Halliburton Co 0.0%
Value ($000) $247 Shares 8,500 Est. Cost $29.89 Unrealized +1.5%
SCHW Charles Schwab Corp 0.0%
Value ($000) $237 Shares 3,660 Est. Cost $50.45 Unrealized +28.0%
STT State Street Corp 0.0%
Value ($000) $234 Shares 2,650 Est. Cost $78.76 Unrealized 0.0%
VTRS Viatris Inc 0.0%
Value ($000) $213 Shares 18,354 Est. Cost $13.33 Unrealized -18.9%