Boston Trust Walden Corp Diversified Active

CIK: 0001534866 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 20, 2022

Total Value ($000): $12,106,878 (100.0% shares, 0.0% debt)

Holdings (387)

AAPL APPLE INC 4.0%
Value ($000) $482,199 Shares 2,761,577 Est. Cost $83.99 Unrealized +96.3%
MSFT MICROSOFT CORP 3.8%
Value ($000) $454,368 Shares 1,473,737 Est. Cost $31.99 Unrealized +810.8%
GOOGL ALPHABET INC-A 1.7%
Value ($000) $205,703 Shares 73,958 Est. Cost $99.52 Unrealized +35.5%
ACN ACCENTURE PLC-CL A 1.6%
Value ($000) $199,290 Shares 590,961 Est. Cost $89.31 Unrealized +256.7%
GOOG ALPHABET INC-CL C 1.6%
Value ($000) $198,241 Shares 70,978 Est. Cost $36.71 Unrealized +267.6%
COST COSTCO WHOLESALE CORP 1.6%
Value ($000) $192,676 Shares 334,594 Est. Cost $89.30 Unrealized +460.8%
V VISA INC 1.3%
Value ($000) $154,381 Shares 696,131 Est. Cost $78.68 Unrealized +167.0%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $151,417 Shares 1,110,745 Est. Cost $59.38 Unrealized +125.1%
UNH UNITED HEALTH GROUP INC 1.2%
Value ($000) $147,255 Shares 288,752 Est. Cost $131.29 Unrealized +243.6%
ATR APTARGROUP INC 1.1%
Value ($000) $136,207 Shares 1,159,213 Est. Cost $81.30 Unrealized +37.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $135,921 Shares 766,917 Est. Cost $80.01 Unrealized +89.7%
UNP UNION PACIFIC CORP 1.1%
Value ($000) $134,123 Shares 490,914 Est. Cost $76.61 Unrealized +201.0%
DCI DONALDSON CO INC 1.1%
Value ($000) $131,907 Shares 2,540,088 Est. Cost $40.16 Unrealized +27.2%
CHE CHEMED CORP 1.0%
Value ($000) $121,586 Shares 240,028 Est. Cost $420.79 Unrealized +12.5%
ADP AUTOMATIC DATA PROCESSING 1.0%
Value ($000) $121,479 Shares 533,879 Est. Cost $48.32 Unrealized +307.5%
WAT WATERS CORP 1.0%
Value ($000) $120,837 Shares 389,307 Est. Cost $190.11 Unrealized +71.1%
NKE NIKE INC -CL B 1.0%
Value ($000) $119,143 Shares 885,429 Est. Cost $40.60 Unrealized +224.9%
UPS UNITED PARCEL SERVICE-CL B 1.0%
Value ($000) $118,809 Shares 553,994 Est. Cost $70.05 Unrealized +152.9%
BDX BECTON DICKINSON AND CO 1.0%
Value ($000) $116,955 Shares 439,679 Est. Cost $111.93 Unrealized +115.3%
HUBB HUBBELL INC 0.9%
Value ($000) $110,717 Shares 602,471 Est. Cost $94.28 Unrealized +87.4%
MEDP MEDPACE HOLDINGS INC 0.9%
Value ($000) $110,423 Shares 674,994 Est. Cost $116.30 Unrealized +41.8%
SYK STRYKER CORP 0.9%
Value ($000) $108,716 Shares 406,643 Est. Cost $70.37 Unrealized +252.8%
TROW T ROWE PRICE GROUP INC 0.9%
Value ($000) $106,559 Shares 704,796 Est. Cost $84.98 Unrealized +51.8%
USB US BANCORP 0.9%
Value ($000) $105,975 Shares 1,993,890 Est. Cost $34.17 Unrealized +40.0%
FDS FACTSET RESH SYS INC 0.9%
Value ($000) $103,950 Shares 239,434 Est. Cost $257.48 Unrealized +57.8%
NTRS NORTHERN TRUST CORPORATION 0.8%
Value ($000) $102,573 Shares 880,830 Est. Cost $64.46 Unrealized +62.2%
LECO LINCOLN ELECTRIC HOLDINGS 0.8%
Value ($000) $100,280 Shares 727,670 Est. Cost $78.41 Unrealized +67.0%
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $99,157 Shares 2,117,837 Est. Cost $27.33 Unrealized +56.8%
PEP PEPSICO INC 0.8%
Value ($000) $96,295 Shares 575,307 Est. Cost $63.61 Unrealized +133.3%
COOPER COS INC/THE 0.7%
Value ($000) $90,617 Shares 217,000 Est. Cost $285.91 Unrealized
COP CONOCOPHILLIPS 0.7%
Value ($000) $88,999 Shares 889,994 Est. Cost $42.61 Unrealized +86.9%
COLM COLUMBIA SPORTSWEAR CO 0.7%
Value ($000) $87,401 Shares 965,434 Est. Cost $83.12 Unrealized +4.4%
EWBC EAST WEST BANCORP INC 0.7%
Value ($000) $87,118 Shares 1,102,475 Est. Cost $50.65 Unrealized +49.3%
ES EVERSOURCE ENERGY 0.7%
Value ($000) $84,850 Shares 962,119 Est. Cost $44.65 Unrealized +63.2%
DE DEERE & CO 0.7%
Value ($000) $84,662 Shares 203,779 Est. Cost $126.27 Unrealized +187.5%
HP HELMERICH & PAYNE INC 0.7%
Value ($000) $84,606 Shares 1,977,694 Est. Cost $35.75 Unrealized -3.6%
ORCL ORACLE CORP 0.7%
Value ($000) $84,345 Shares 1,019,511 Est. Cost $31.42 Unrealized +145.0%
CHH CHOICE HOTELS INTL INC 0.7%
Value ($000) $83,801 Shares 591,148 Est. Cost $84.16 Unrealized +64.8%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $83,453 Shares 1,496,638 Est. Cost $22.53 Unrealized +123.2%
CB CHUBB LTD 0.7%
Value ($000) $81,755 Shares 382,209 Est. Cost $114.95 Unrealized +67.8%
ROST ROSS STORES INC 0.7%
Value ($000) $81,676 Shares 902,899 Est. Cost $61.14 Unrealized +48.9%
UMBF UMB FINANCIAL CORP 0.7%
Value ($000) $79,924 Shares 822,596 Est. Cost $73.05 Unrealized +39.7%
PHYSICIANS REALTY TRUST 0.6%
Value ($000) $77,749 Shares 4,432,661 Est. Cost $17.80 Unrealized
DG DOLLAR GENERAL CORP 0.6%
Value ($000) $74,701 Shares 335,538 Est. Cost $113.86 Unrealized +74.7%
AIT APPLIED INDUSTRIAL TECH INC 0.6%
Value ($000) $73,589 Shares 716,820 Est. Cost $49.65 Unrealized +93.4%
STAG STAG INDUSTRIAL INC 0.6%
Value ($000) $73,358 Shares 1,774,099 Est. Cost $34.09 Unrealized
FLO FLOWERS FOODS INC COM 0.6%
Value ($000) $72,921 Shares 2,836,301 Est. Cost $16.36 Unrealized +39.4%
OGS ONE GAS INC 0.6%
Value ($000) $70,810 Shares 802,476 Est. Cost $58.96 Unrealized +36.6%
APD AIR PRODUCTS & CHEMICALS INC 0.6%
Value ($000) $69,542 Shares 278,267 Est. Cost $143.82 Unrealized +61.2%
SBUX STARBUCKS CORP 0.6%
Value ($000) $69,063 Shares 759,176 Est. Cost $49.19 Unrealized +74.7%
CRI CARTER INC 0.6%
Value ($000) $69,060 Shares 750,734 Est. Cost $72.08 Unrealized +9.6%
CNS COHEN & STEERS INC 0.6%
Value ($000) $68,668 Shares 799,483 Est. Cost $39.67 Unrealized +83.6%
SEIC SEI INVESTMENTS COMPANY 0.6%
Value ($000) $68,599 Shares 1,139,330 Est. Cost $50.46 Unrealized +11.7%
MDT MEDTRONIC INC 0.6%
Value ($000) $68,558 Shares 617,911 Est. Cost $70.27 Unrealized +33.3%
MANH MANHATTAN ASSOCS INC 0.6%
Value ($000) $67,947 Shares 489,850 Est. Cost $60.56 Unrealized +121.2%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $67,192 Shares 818,915 Est. Cost $46.66 Unrealized +49.7%
MAS MASCO CORP COM 0.5%
Value ($000) $66,348 Shares 1,300,935 Est. Cost $49.54 Unrealized +11.4%
ASPEN TECHNOLOGY INC 0.5%
Value ($000) $66,191 Shares 400,263 Est. Cost $99.21 Unrealized
PRGS PROGRESS SOFTWARE CORP 0.5%
Value ($000) $66,123 Shares 1,404,169 Est. Cost $40.89 Unrealized +10.1%
IDA IDACORP INC 0.5%
Value ($000) $65,895 Shares 571,217 Est. Cost $95.71 Unrealized +13.7%
BLD TOPBUILD CORP 0.5%
Value ($000) $65,796 Shares 362,735 Est. Cost $176.54 Unrealized +26.8%
LOW LOWES COS INC 0.5%
Value ($000) $63,935 Shares 316,211 Est. Cost $156.60 Unrealized +36.3%
OMC OMNICOM GROUP 0.5%
Value ($000) $63,741 Shares 750,955 Est. Cost $51.50 Unrealized +36.3%
BKR BAKER HUGHES COMPANY CL A 0.5%
Value ($000) $63,153 Shares 1,734,469 Est. Cost $18.77 Unrealized +47.5%
JLL JONES LANG LASALLE INC 0.5%
Value ($000) $61,474 Shares 256,716 Est. Cost $134.25 Unrealized +81.5%
GWW WW GRAINGER INC 0.5%
Value ($000) $59,890 Shares 116,114 Est. Cost $239.10 Unrealized +98.0%
AZO AUTOZONE INC 0.5%
Value ($000) $59,106 Shares 28,909 Est. Cost $975.98 Unrealized +100.2%
EA ELECTRONIC ARTS INC 0.5%
Value ($000) $59,007 Shares 466,427 Est. Cost $132.08 Unrealized -3.6%
EXLS EXLSERVICE HOLDINGS INC 0.5%
Value ($000) $58,872 Shares 410,917 Est. Cost $13.78 Unrealized +84.6%
WHD CACTUS INC CL A 0.5%
Value ($000) $58,661 Shares 1,033,854 Est. Cost $31.53 Unrealized +57.2%
CVCO CAVCO INDUSTRIES INC 0.5%
Value ($000) $58,040 Shares 240,981 Est. Cost $216.27 Unrealized +27.5%
ADBE ADOBE INC 0.5%
Value ($000) $57,813 Shares 126,888 Est. Cost $465.30 Unrealized +3.4%
POWI POWER INTEGRATIONS INC 0.5%
Value ($000) $57,456 Shares 619,933 Est. Cost $49.30 Unrealized +68.6%
STE STERIS PLC 0.5%
Value ($000) $56,422 Shares 233,370 Est. Cost $137.17 Unrealized +63.2%
MRSH MARSH MCLENNAN COS INC 0.5%
Value ($000) $56,259 Shares 330,118 Est. Cost $86.52 Unrealized +71.8%
QLYS QUALYS INC 0.5%
Value ($000) $55,691 Shares 391,065 Est. Cost $108.99 Unrealized +17.2%
MTB M & T BANK CORP 0.5%
Value ($000) $55,410 Shares 326,900 Est. Cost $117.22 Unrealized +32.6%
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $54,731 Shares 662,686 Est. Cost $54.61 Unrealized +24.3%
CHD CHURCH & DWIGHT INC 0.5%
Value ($000) $54,589 Shares 549,291 Est. Cost $66.03 Unrealized +44.1%
MTD METTLER-TOLEDO INTERNATIONAL 0.4%
Value ($000) $54,472 Shares 39,668 Est. Cost $254.34 Unrealized +467.5%
PNC PNC FINANCIAL SERVICES GROUP 0.4%
Value ($000) $53,268 Shares 288,796 Est. Cost $53.40 Unrealized +226.0%
MCO MOODYS CORP 0.4%
Value ($000) $52,546 Shares 155,733 Est. Cost $271.56 Unrealized +19.8%
HAE HAEMONETICS CORP/MASS 0.4%
Value ($000) $52,529 Shares 830,890 Est. Cost $62.87 Unrealized -13.5%
AKAM AKAMAI TECHNOLOGIES INC 0.4%
Value ($000) $51,945 Shares 435,082 Est. Cost $94.46 Unrealized +18.7%
ICUI ICU MEDICAL INC 0.4%
Value ($000) $51,301 Shares 230,418 Est. Cost $202.35 Unrealized +10.7%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $49,588 Shares 236,811 Est. Cost $50.28 Unrealized +305.1%
PREMIER INC-CLASS A 0.4%
Value ($000) $48,840 Shares 1,372,291 Est. Cost $37.20 Unrealized
SBNY SIGNATURE BANK 0.4%
Value ($000) $48,359 Shares 164,773 Est. Cost $100.53 Unrealized
RVTY PERKINELMER INC 0.4%
Value ($000) $48,210 Shares 276,338 Est. Cost $107.87 Unrealized +63.2%
TXRH TEXAS ROADHOUSE INC 0.4%
Value ($000) $47,552 Shares 567,928 Est. Cost $40.45 Unrealized +97.2%
MCD MCDONALD'S CORPORATION 0.4%
Value ($000) $47,441 Shares 191,854 Est. Cost $141.62 Unrealized +60.8%
HSIC HENRY SCHEIN INC 0.4%
Value ($000) $47,344 Shares 542,996 Est. Cost $68.14 Unrealized +19.5%
TE CONNECTIVITY LTD 0.4%
Value ($000) $47,055 Shares 359,256 Est. Cost $122.70 Unrealized
GMED GLOBUS MEDICAL INC-A 0.4%
Value ($000) $46,940 Shares 636,216 Est. Cost $42.82 Unrealized +62.3%
CRVL CORVEL CORP 0.4%
Value ($000) $46,180 Shares 274,161 Est. Cost $23.52 Unrealized +141.6%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value ($000) $45,840 Shares 444,352 Est. Cost $78.31 Unrealized +34.2%
RPM RPM INTERNATIONAL INC 0.4%
Value ($000) $45,152 Shares 554,422 Est. Cost $70.33 Unrealized +22.0%
USPH U.S. PHYSICAL THERAPY INC 0.4%
Value ($000) $44,798 Shares 450,455 Est. Cost $78.89 Unrealized +20.9%
CSGS CSG SYSTEMS INTL INC 0.4%
Value ($000) $44,792 Shares 704,618 Est. Cost $37.81 Unrealized +46.4%
ATO ATMOS ENERGY CORP 0.4%
Value ($000) $43,507 Shares 364,105 Est. Cost $86.08 Unrealized +15.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $43,284 Shares 231,462 Est. Cost $62.94 Unrealized +172.9%
EBAY EBAY INC 0.4%
Value ($000) $42,910 Shares 749,399 Est. Cost $51.86 Unrealized +4.2%
SLGN SILGAN HOLDINGS INC 0.4%
Value ($000) $42,835 Shares 926,563 Est. Cost $31.33 Unrealized +38.3%
SIGI SELECTIVE INS GROUP INC 0.3%
Value ($000) $41,618 Shares 465,737 Est. Cost $62.00 Unrealized +23.2%
BRO BROWN & BROWN INC COM 0.3%
Value ($000) $40,830 Shares 564,971 Est. Cost $34.09 Unrealized +91.8%
FFIV F5 INC 0.3%
Value ($000) $40,025 Shares 191,553 Est. Cost $138.73 Unrealized +51.3%
PKG PACKAGING CORP OF AMERICA 0.3%
Value ($000) $39,900 Shares 255,590 Est. Cost $89.41 Unrealized +45.0%
CINF CINCINNATI FINANCIAL CORP 0.3%
Value ($000) $39,728 Shares 292,201 Est. Cost $38.18 Unrealized +191.0%
SCI SERVICE CORP INTERNATIONAL 0.3%
Value ($000) $39,309 Shares 597,210 Est. Cost $42.40 Unrealized +48.5%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $39,092 Shares 236,667 Est. Cost $117.28 Unrealized +29.0%
EL LAUDER ESTEE COS INC CL A 0.3%
Value ($000) $38,828 Shares 142,584 Est. Cost $116.42 Unrealized +142.4%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $38,756 Shares 222,776 Est. Cost $109.07 Unrealized +59.0%
LAMR LAMAR ADVERTISING CO-A 0.3%
Value ($000) $38,356 Shares 330,136 Est. Cost $88.92 Unrealized
WTS WATTS WATER TECHNOLOGIES-A 0.3%
Value ($000) $37,757 Shares 270,487 Est. Cost $84.10 Unrealized +86.5%
DOX AMDOCS LTD ORD 0.3%
Value ($000) $37,575 Shares 457,058 Est. Cost $60.85 Unrealized +18.3%
AOS SMITH (A.O.) CORP 0.3%
Value ($000) $36,937 Shares 578,128 Est. Cost $46.80 Unrealized +44.9%
SJM SMUCKER J M CO 0.3%
Value ($000) $36,752 Shares 271,413 Est. Cost $100.45 Unrealized +19.0%
MZTI LANCASTER COLONY CORP 0.3%
Value ($000) $36,687 Shares 245,979 Est. Cost $150.45 Unrealized +6.1%
LSTR LANDSTAR SYSTEM INC 0.3%
Value ($000) $36,597 Shares 242,640 Est. Cost $86.48 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIO 0.3%
Value ($000) $36,438 Shares 234,012 Est. Cost $131.35 Unrealized +9.2%
TDC TERADATA CORP DEL COM 0.3%
Value ($000) $36,286 Shares 736,175 Est. Cost $32.09 Unrealized +42.9%
PG PROCTER & GAMBLE CO/THE 0.3%
Value ($000) $35,920 Shares 235,077 Est. Cost $69.19 Unrealized +105.4%
NDSN NORDSON CORPORATION 0.3%
Value ($000) $35,709 Shares 157,251 Est. Cost $133.82 Unrealized +63.9%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $34,666 Shares 977,883 Est. Cost $19.63 Unrealized +58.1%
META META PLATFORMS INC 0.3%
Value ($000) $34,228 Shares 153,933 Est. Cost $270.61 Unrealized -8.3%
RHI ROBERT HALF INTL INC 0.3%
Value ($000) $34,185 Shares 299,398 Est. Cost $99.97 Unrealized +15.4%
CBOE CBOE HOLDINGS INC 0.3%
Value ($000) $34,037 Shares 297,481 Est. Cost $93.44 Unrealized +20.9%
NTAP NETAPP INC 0.3%
Value ($000) $33,708 Shares 406,114 Est. Cost $51.79 Unrealized +52.7%
AFG AMERICAN FINANCIAL GROUP INC 0.3%
Value ($000) $33,548 Shares 230,382 Est. Cost $55.65 Unrealized +80.3%
WSM WILLIAMS-SONOMA INC 0.3%
Value ($000) $33,504 Shares 231,066 Est. Cost $31.43 Unrealized +123.2%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $32,951 Shares 284,919 Est. Cost $194.52 Unrealized -31.7%
SSTK SHUTTERSTOCK INC 0.3%
Value ($000) $32,719 Shares 351,514 Est. Cost $94.68 Unrealized -2.0%
JKHY JACK HENRY & ASSOCIATES INC 0.3%
Value ($000) $32,558 Shares 165,224 Est. Cost $138.00 Unrealized +20.6%
SXT SENSIENT TECHNOLOGIES CORP COM 0.3%
Value ($000) $32,421 Shares 386,198 Est. Cost $65.99 Unrealized +27.7%
UNF UNIFIRST CORP/MA 0.3%
Value ($000) $32,397 Shares 175,806 Est. Cost $125.49 Unrealized +43.1%
CDK GLOBAL INC 0.3%
Value ($000) $32,366 Shares 664,867 Est. Cost $49.66 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.3%
Value ($000) $31,159 Shares 88,291 Est. Cost $152.31 Unrealized +112.4%
ATRION CORPORATION 0.3%
Value ($000) $30,808 Shares 43,209 Est. Cost $607.38 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $30,198 Shares 147,228 Est. Cost $154.29 Unrealized +27.4%
TRMB TRIMBLE NAVIGATION LTD 0.2%
Value ($000) $29,941 Shares 415,036 Est. Cost $71.11 Unrealized +0.2%
FELE FRANKLIN ELECTRIC CO INC 0.2%
Value ($000) $29,840 Shares 359,348 Est. Cost $36.42 Unrealized +125.9%
CATY CATHAY GENRAL BANCORP 0.2%
Value ($000) $29,762 Shares 665,083 Est. Cost $27.63 Unrealized +46.6%
INDB INDEPENDENT BANK CORP/MA 0.2%
Value ($000) $29,513 Shares 361,278 Est. Cost $50.73 Unrealized +44.6%
HD HOME DEPOT, INC. 0.2%
Value ($000) $29,433 Shares 98,332 Est. Cost $200.70 Unrealized +56.5%
AYI ACUITY BRANDS INC 0.2%
Value ($000) $29,385 Shares 155,228 Est. Cost $131.39 Unrealized +44.7%
CORT CORCEPT THERAPEUTICS INC 0.2%
Value ($000) $29,249 Shares 1,298,812 Est. Cost $22.56 Unrealized -5.7%
MTX MINERALS TECHNOLOGIES INC 0.2%
Value ($000) $29,190 Shares 441,270 Est. Cost $53.00 Unrealized +27.7%
HSY THE HERSHEY COMPANY 0.2%
Value ($000) $28,368 Shares 130,947 Est. Cost $95.86 Unrealized +92.4%
EVR EVERCORE PARTNERS INC-CL A 0.2%
Value ($000) $28,232 Shares 253,611 Est. Cost $122.85 Unrealized -7.0%
CRL CHARLES RIVER LABORATORIES INT 0.2%
Value ($000) $28,086 Shares 98,902 Est. Cost $184.19 Unrealized +67.4%
MIDD MIDDLEBY CORP 0.2%
Value ($000) $27,185 Shares 165,826 Est. Cost $89.55 Unrealized +102.8%
VMI VALMONT INDUSTRIES 0.2%
Value ($000) $26,993 Shares 113,133 Est. Cost $171.22 Unrealized +32.8%
LKFN LAKELAND FINANCIAL CORP 0.2%
Value ($000) $26,971 Shares 369,458 Est. Cost $31.24 Unrealized +126.7%
HELE HELEN OF TROY LTD 0.2%
Value ($000) $26,930 Shares 137,508 Est. Cost $219.86 Unrealized -4.2%
SLB SCHLUMBERGER N.V. LTD 0.2%
Value ($000) $26,481 Shares 641,025 Est. Cost $18.04 Unrealized +99.0%
ENSG ENSIGN GROUP INC/THE 0.2%
Value ($000) $26,319 Shares 292,394 Est. Cost $46.97 Unrealized +71.2%
AMAT APPLIED MATERIALS, INC. 0.2%
Value ($000) $25,740 Shares 195,295 Est. Cost $138.76 Unrealized -4.2%
IDCC INTERDIGITAL INC 0.2%
Value ($000) $25,718 Shares 403,107 Est. Cost $54.07 Unrealized +22.9%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $25,351 Shares 235,363 Est. Cost $72.42 Unrealized +27.6%
FORWARD AIR CORPORATION 0.2%
Value ($000) $25,008 Shares 255,758 Est. Cost $57.30 Unrealized
BMI BADGER METER INC 0.2%
Value ($000) $24,253 Shares 243,230 Est. Cost $54.18 Unrealized +75.7%
CENTA CENTRAL GARDEN & PET CO CL A N 0.2%
Value ($000) $23,661 Shares 580,211 Est. Cost $36.97 Unrealized -7.1%
CARG CARGURUS INC 0.2%
Value ($000) $23,417 Shares 551,494 Est. Cost $35.12 Unrealized +4.7%
TTC TORO CO 0.2%
Value ($000) $23,128 Shares 270,545 Est. Cost $104.95 Unrealized -11.3%
SNA SNAP ON INC 0.2%
Value ($000) $22,549 Shares 109,737 Est. Cost $190.06 Unrealized +0.2%
CPK CHESAPEAKE UTILITIES CORP 0.2%
Value ($000) $21,728 Shares 157,729 Est. Cost $76.25 Unrealized +63.0%
CUBE CUBESMART 0.2%
Value ($000) $21,699 Shares 417,044 Est. Cost $27.98 Unrealized
LW LAMB WESTON HLDGS INC 0.2%
Value ($000) $21,457 Shares 358,166 Est. Cost $62.13 Unrealized -6.4%
MMM 3M CO 0.2%
Value ($000) $20,653 Shares 138,720 Est. Cost $74.34 Unrealized +54.2%
NSP INSPERITY INC 0.2%
Value ($000) $20,111 Shares 200,269 Est. Cost $67.36 Unrealized +32.8%
FIX COMFORT SYSTEMS USA INC 0.2%
Value ($000) $20,045 Shares 225,197 Est. Cost $79.91 Unrealized +10.4%
BOH BANK OF HAWAII CORP 0.2%
Value ($000) $19,967 Shares 237,923 Est. Cost $45.88 Unrealized +57.5%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $19,638 Shares 166,818 Est. Cost $53.05 Unrealized +111.5%
CL COLGATE-PALMOLIVE CO 0.2%
Value ($000) $19,628 Shares 258,833 Est. Cost $48.56 Unrealized +48.9%
COLB COLUMBIA BANKING SYSTEM INC 0.2%
Value ($000) $19,461 Shares 603,066 Est. Cost $33.15 Unrealized -14.7%
CVX CHEVRON CORP 0.2%
Value ($000) $18,776 Shares 115,312 Est. Cost $80.57 Unrealized +52.4%
PPG PPG INDUSTRIES 0.2%
Value ($000) $18,435 Shares 140,654 Est. Cost $91.59 Unrealized +46.2%
CHTR CHARTER COMMUNICATIONS INC-A 0.1%
Value ($000) $18,084 Shares 33,149 Est. Cost $214.89 Unrealized +173.2%
PAYX PAYCHEX INC 0.1%
Value ($000) $18,056 Shares 132,309 Est. Cost $49.23 Unrealized +122.9%
FHB FIRST HAWAIIAN INC 0.1%
Value ($000) $17,436 Shares 625,176 Est. Cost $18.65 Unrealized +28.9%
SRCE 1ST SOURCE CORP 0.1%
Value ($000) $17,114 Shares 370,031 Est. Cost $41.60 Unrealized
WASH WASHINGTON TRUST BANCORP 0.1%
Value ($000) $16,975 Shares 323,337 Est. Cost $30.91 Unrealized +37.7%
UTL UNITIL CORP 0.1%
Value ($000) $16,831 Shares 337,433 Est. Cost $51.53 Unrealized -5.2%
SYY SYSCO CORP 0.1%
Value ($000) $16,571 Shares 202,952 Est. Cost $43.15 Unrealized +68.3%
DHR DANAHER CORP 0.1%
Value ($000) $16,097 Shares 54,876 Est. Cost $71.98 Unrealized +241.4%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $15,492 Shares 51,405 Est. Cost $204.10 Unrealized +31.1%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $15,037 Shares 295,192 Est. Cost $40.32 Unrealized +2.9%
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $14,998 Shares 191,617 Est. Cost $45.09 Unrealized +52.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $14,589 Shares 48,359 Est. Cost $292.18 Unrealized -0.0%
INTU INTUIT INC 0.1%
Value ($000) $13,775 Shares 28,648 Est. Cost $351.58 Unrealized +42.1%
MNRO MONRO INC 0.1%
Value ($000) $12,970 Shares 292,491 Est. Cost $51.02 Unrealized -4.4%
DEO DIAGEO PLC ADR 0.1%
Value ($000) $12,904 Shares 63,521 Est. Cost $119.44 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $12,675 Shares 67,208 Est. Cost $119.58 Unrealized +59.1%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $12,408 Shares 124,335 Est. Cost $56.77 Unrealized +57.8%
DLB DOLBY LABORATORIES INC-CL A 0.1%
Value ($000) $12,353 Shares 157,934 Est. Cost $63.43 Unrealized +18.8%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $12,061 Shares 261,447 Est. Cost $45.48 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.1%
Value ($000) $12,004 Shares 17,525 Est. Cost $23.77 Unrealized +87.9%
CHKP CHECK POINT SOFTWARE TECH LTOR 0.1%
Value ($000) $11,931 Shares 86,292 Est. Cost $92.79 Unrealized +40.7%
SNPS SYNOPSYS INC 0.1%
Value ($000) $11,901 Shares 35,710 Est. Cost $259.91 Unrealized +20.1%
INTC INTEL CORP 0.1%
Value ($000) $11,622 Shares 234,510 Est. Cost $45.78 Unrealized +0.9%
VSGX VANGUARD ESG INTL STOCK ETF 0.1%
Value ($000) $11,443 Shares 200,051 Est. Cost $60.64 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $11,430 Shares 120,718 Est. Cost $50.81 Unrealized +48.8%
AVB AVALONBAY COMMUNITIES INC 0.1%
Value ($000) $11,239 Shares 45,250 Est. Cost $160.55 Unrealized +32.5%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $10,964 Shares 111,825 Est. Cost $40.78 Unrealized +114.5%
TJX TJX COMPANIES, INC. 0.1%
Value ($000) $10,859 Shares 179,255 Est. Cost $48.54 Unrealized +30.3%
AMZN AMAZON.COM INC 0.1%
Value ($000) $10,131 Shares 3,108 Est. Cost $117.91 Unrealized +31.0%
CAC CAMDEN NATIONAL CORP 0.1%
Value ($000) $9,867 Shares 209,755 Est. Cost $30.39 Unrealized +35.9%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $9,769 Shares 96,526 Est. Cost $71.27 Unrealized +29.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $9,473 Shares 139,882 Est. Cost $48.58 Unrealized +21.0%
AMGN AMGEN INC. 0.1%
Value ($000) $9,280 Shares 38,377 Est. Cost $201.09 Unrealized +1.1%
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $9,252 Shares 22,285 Est. Cost $259.64 Unrealized
DIS DISNEY (WALT) CO 0.1%
Value ($000) $9,148 Shares 66,693 Est. Cost $127.81 Unrealized +10.5%
A AGILENT TECHNOLOGIES, INC. 0.1%
Value ($000) $8,574 Shares 64,792 Est. Cost $65.94 Unrealized +103.1%
ARISTA NETWORKS INC 0.1%
Value ($000) $8,430 Shares 60,655 Est. Cost $143.67 Unrealized
GABC GERMAN AMERICAN BANCORP 0.1%
Value ($000) $8,227 Shares 216,550 Est. Cost $27.65 Unrealized +27.7%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $7,954 Shares 40,877 Est. Cost $108.22 Unrealized +57.4%
ULTA ULTA SALON COSMETIC & FRAGRANC 0.1%
Value ($000) $7,574 Shares 19,020 Est. Cost $368.19 Unrealized +2.2%
VRSK VERISK ANALYTICS INC-CLASS A 0.1%
Value ($000) $7,397 Shares 34,464 Est. Cost $109.00 Unrealized +76.3%
TFX TELEFLEX INCORPORATED 0.1%
Value ($000) $7,210 Shares 20,320 Est. Cost $338.90 Unrealized -5.6%
H HYATT HOTELS CORP - CL A 0.1%
Value ($000) $7,028 Shares 73,630 Est. Cost $63.92 Unrealized +45.1%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $6,883 Shares 29,494 Est. Cost $19.31 Unrealized +113.7%
EQNR EQUINOR ASA 0.1%
Value ($000) $6,752 Shares 180,000 Est. Cost $28.68 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUIT 0.1%
Value ($000) $6,727 Shares 33,425 Est. Cost $109.67 Unrealized +48.3%
XRAY DENTSPLY SIRONA INC 0.1%
Value ($000) $6,703 Shares 136,188 Est. Cost $56.50 Unrealized -6.4%
ABT ABBOTT LABS COM 0.1%
Value ($000) $6,529 Shares 55,158 Est. Cost $44.40 Unrealized +159.8%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $6,429 Shares 58,300 Est. Cost $72.48 Unrealized +54.7%
APH AMPHENOL CORP-CL A 0.1%
Value ($000) $6,168 Shares 81,862 Est. Cost $26.05 Unrealized +43.2%
O REALTY INCOME CORP 0.1%
Value ($000) $6,157 Shares 88,840 Est. Cost $40.62 Unrealized +36.2%
LABORATORY CORP AMER HLDGS 0.1%
Value ($000) $6,150 Shares 23,325 Est. Cost $195.89 Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $6,052 Shares 44,225 Est. Cost $103.03 Unrealized +25.3%
ANSYS INC COM 0.0%
Value ($000) $5,930 Shares 18,669 Est. Cost $169.68 Unrealized
AME AMETEK INC NEW 0.0%
Value ($000) $5,770 Shares 43,325 Est. Cost $58.47 Unrealized +123.9%
SWK STANLEY BLACK & DECKER,INC 0.0%
Value ($000) $5,502 Shares 39,363 Est. Cost $162.62 Unrealized -12.4%
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $5,483 Shares 40,875 Est. Cost $58.32 Unrealized +98.4%
LINDE PLC 0.0%
Value ($000) $5,421 Shares 16,971 Est. Cost $157.21 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $4,946 Shares 23,898 Est. Cost $72.11 Unrealized +175.5%
VMWARE INC CL A 0.0%
Value ($000) $4,786 Shares 42,032 Est. Cost $113.87 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $4,557 Shares 50,825 Est. Cost $58.84 Unrealized +40.2%
PFE PFIZER, INC. 0.0%
Value ($000) $4,442 Shares 85,803 Est. Cost $18.70 Unrealized +127.1%
IWM ISHARES DJ RUSSELL 2000 TR ETF 0.0%
Value ($000) $4,302 Shares 20,960 Est. Cost $213.72 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $4,064 Shares 25,067 Est. Cost $36.18 Unrealized +249.4%
SAP SAP AG 0.0%
Value ($000) $3,845 Shares 34,655 Est. Cost $79.31 Unrealized
CBSH COMMERCE BANCSHARES INC 0.0%
Value ($000) $3,801 Shares 53,097 Est. Cost $28.15 Unrealized +102.9%
ECL ECOLAB INC 0.0%
Value ($000) $3,754 Shares 21,262 Est. Cost $91.43 Unrealized +96.4%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $3,220 Shares 7,129 Est. Cost $329.04 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $2,811 Shares 18,393 Est. Cost $61.04 Unrealized +151.6%
STT STATE STREET CORP 0.0%
Value ($000) $2,810 Shares 32,257 Est. Cost $50.81 Unrealized +59.4%
CLX CLOROX COMPANY 0.0%
Value ($000) $2,796 Shares 20,109 Est. Cost $115.25 Unrealized +16.9%
SNN SMITH & NEPHEW PLC -SPON ADR 0.0%
Value ($000) $2,655 Shares 83,230 Est. Cost $35.45 Unrealized
KO COCA-COLA CO. 0.0%
Value ($000) $2,633 Shares 42,466 Est. Cost $30.13 Unrealized +79.4%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $2,554 Shares 20,735 Est. Cost $95.62 Unrealized +19.2%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $2,461 Shares 29,050 Est. Cost $61.69 Unrealized +16.8%
CMA COMERICA INC 0.0%
Value ($000) $2,460 Shares 27,195 Est. Cost $35.67 Unrealized +118.3%
MA MASTERCARD INC 0.0%
Value ($000) $2,268 Shares 6,345 Est. Cost $125.09 Unrealized +181.1%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $2,157 Shares 52,332 Est. Cost $29.11 Unrealized +40.2%
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.0%
Value ($000) $2,116 Shares 4 Est. Cost $201493.06 Unrealized +140.9%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $2,033 Shares 32,400 Est. Cost $21.59 Unrealized +166.9%
SAM BOSTON BEER INC 0.0%
Value ($000) $2,009 Shares 5,170 Est. Cost $499.43 Unrealized -16.5%
CERNER CORP 0.0%
Value ($000) $1,935 Shares 20,683 Est. Cost $68.84 Unrealized
AMCOR PLC 0.0%
Value ($000) $1,852 Shares 163,432 Est. Cost $8.56 Unrealized +16.1%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,817 Shares 4,430 Est. Cost $167.63 Unrealized +135.2%
VTI VANGUARD TOTAL STOCK MARKET IN 0.0%
Value ($000) $1,659 Shares 7,289 Est. Cost $159.86 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $1,590 Shares 18,356 Est. Cost $78.79 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $1,533 Shares 7,225 Est. Cost $48.17 Unrealized +297.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,533 Shares 5,376 Est. Cost $95.61 Unrealized +164.5%
IWR ISHARES TR RUSSELL MIDCAP 0.0%
Value ($000) $1,515 Shares 19,417 Est. Cost $52.26 Unrealized
TSLA TESLA MOTORS INC 0.0%
Value ($000) $1,426 Shares 1,323 Est. Cost $174.06 Unrealized +78.9%
VCIT VANGUARD I/T CORPORATE BOND ET 0.0%
Value ($000) $1,418 Shares 16,479 Est. Cost $88.16 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,353 Shares 5,689 Est. Cost $180.16 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1,329 Shares 840 Est. Cost $7.21 Unrealized +317.5%
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $1,283 Shares 7,732 Est. Cost $123.09 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $1,221 Shares 15,375 Est. Cost $52.78 Unrealized +52.7%
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $1,194 Shares 2,631 Est. Cost $244.66 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $1,133 Shares 8,855 Est. Cost $124.50 Unrealized -6.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $1,093 Shares 19,279 Est. Cost $40.89 Unrealized +23.8%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $1,069 Shares 15,950 Est. Cost $36.07 Unrealized +71.7%
NVO NOVO-NORDISK AS ADR - B 0.0%
Value ($000) $1,057 Shares 9,515 Est. Cost $56.75 Unrealized
AVGO BROADCOM LTD 0.0%
Value ($000) $1,029 Shares 1,634 Est. Cost $22.28 Unrealized +147.2%
PSX PHILLIPS 66 0.0%
Value ($000) $1,019 Shares 11,793 Est. Cost $44.54 Unrealized +63.5%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $1,012 Shares 13,852 Est. Cost $36.29 Unrealized +56.6%
T AT & T INC 0.0%
Value ($000) $990 Shares 41,878 Est. Cost $13.15 Unrealized +13.4%
CSX CSX CORP 0.0%
Value ($000) $960 Shares 25,646 Est. Cost $31.84 Unrealized +5.2%
GE GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $919 Shares 10,048 Est. Cost $62.95 Unrealized -7.0%
MDLZ MONDELEZ INTERNATIONAL-W/I 0.0%
Value ($000) $915 Shares 14,569 Est. Cost $31.23 Unrealized +87.8%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $914 Shares 1,308 Est. Cost $271.32 Unrealized +131.9%
ALV AUTOLIV INC 0.0%
Value ($000) $896 Shares 11,725 Est. Cost $46.14 Unrealized +79.6%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $883 Shares 3,069 Est. Cost $257.47 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $880 Shares 3,100 Est. Cost $100.06 Unrealized +186.1%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $877 Shares 3,529 Est. Cost $179.88 Unrealized +19.3%
VFC V F CORP 0.0%
Value ($000) $797 Shares 14,010 Est. Cost $55.75 Unrealized +11.2%
WMT WAL-MART STORES INC 0.0%
Value ($000) $787 Shares 5,286 Est. Cost $27.33 Unrealized +63.2%
VEU VANGUARD FTSE ALL WORLD EX-US 0.0%
Value ($000) $760 Shares 13,201 Est. Cost $49.17 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $751 Shares 1,272 Est. Cost $323.32 Unrealized +75.7%
BA BOEING COMPANY 0.0%
Value ($000) $741 Shares 3,868 Est. Cost $132.05 Unrealized +52.0%
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $713 Shares 15,645 Est. Cost $51.85 Unrealized
TM TOYOTA MOTOR CORP -SPON ADR 0.0%
Value ($000) $690 Shares 3,830 Est. Cost $151.11 Unrealized
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $676 Shares 2,705 Est. Cost $124.42 Unrealized
ST SENSATA TECHNOLOGIES HOLDING 0.0%
Value ($000) $675 Shares 13,275 Est. Cost $58.07 Unrealized -1.9%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $674 Shares 1,506 Est. Cost $76.57 Unrealized +406.3%
LLY LILY (ELI) & CO 0.0%
Value ($000) $655 Shares 2,288 Est. Cost $69.39 Unrealized +258.1%
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $655 Shares 5,034 Est. Cost $116.53 Unrealized -3.8%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $631 Shares 8,100 Est. Cost $81.05 Unrealized
CBT CABOT CORP 0.0%
Value ($000) $620 Shares 9,059 Est. Cost $45.81 Unrealized +32.9%
QUAL ISHARE EDGE MSCI USA QUALITY F 0.0%
Value ($000) $609 Shares 4,527 Est. Cost $69.18 Unrealized
FISV FISERV, INC. 0.0%
Value ($000) $598 Shares 5,893 Est. Cost $111.28 Unrealized -9.1%
DFAC DIMENSIONAL US CORE EQUITY 2 E 0.0%
Value ($000) $594 Shares 21,537 Est. Cost $26.99 Unrealized
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $592 Shares 8,250 Est. Cost $32.83 Unrealized +78.6%
VLY VALLEY NATIONAL BANCORP 0.0%
Value ($000) $567 Shares 43,573 Est. Cost $13.94 Unrealized 0.0%
LFUS LITTELFUSE INC 0.0%
Value ($000) $559 Shares 2,243 Est. Cost $265.35 Unrealized 0.0%
BAX BAXTER INT'L INC 0.0%
Value ($000) $548 Shares 7,071 Est. Cost $55.61 Unrealized +37.4%
EBC EASTERN BANKSHARES INC 0.0%
Value ($000) $538 Shares 25,000 Est. Cost $18.72 Unrealized +1.8%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $529 Shares 11,812 Est. Cost $76.23 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $528 Shares 11,521 Est. Cost $20.33 Unrealized +119.4%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $511 Shares 2,217 Est. Cost $217.42 Unrealized -0.7%
MCK MCKESSON CORP 0.0%
Value ($000) $510 Shares 1,666 Est. Cost $176.09 Unrealized +51.4%
BROOKFIELD ASSET MGMT CL A 0.0%
Value ($000) $506 Shares 8,943 Est. Cost $56.58 Unrealized
SCHP SCHWAB STRATEGIC TR US TIPS ET 0.0%
Value ($000) $504 Shares 8,296 Est. Cost $62.74 Unrealized
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $494 Shares 11,150 Est. Cost $30.89 Unrealized +40.3%
QQQ INVESCO QQQ ETF 0.0%
Value ($000) $481 Shares 1,327 Est. Cost $221.37 Unrealized
BLACKROCK, INC. 0.0%
Value ($000) $478 Shares 625 Est. Cost $528.34 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $458 Shares 1,833 Est. Cost $229.33 Unrealized +16.2%
TRV TRAVELERS COS INC 0.0%
Value ($000) $449 Shares 2,455 Est. Cost $102.27 Unrealized +55.3%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $448 Shares 5,828 Est. Cost $49.59 Unrealized +51.4%
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $444 Shares 5,270 Est. Cost $42.34 Unrealized +96.9%
SMFG SUMITOMO MITSUI-SPONS ADR 0.0%
Value ($000) $442 Shares 70,525 Est. Cost $7.57 Unrealized
CDW CDW CORP 0.0%
Value ($000) $438 Shares 2,449 Est. Cost $174.21 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $430 Shares 3,849 Est. Cost $62.78 Unrealized +42.1%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $428 Shares 4,225 Est. Cost $67.63 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $421 Shares 891 Est. Cost $300.56 Unrealized +46.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $413 Shares 5,500 Est. Cost $54.29 Unrealized +27.0%
COLD AMERICOLD REALTY TRUST 0.0%
Value ($000) $408 Shares 14,625 Est. Cost $32.76 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $395 Shares 5,688 Est. Cost $74.81 Unrealized
MGA MAGNA INTL INC 0.0%
Value ($000) $375 Shares 5,834 Est. Cost $63.24 Unrealized +2.0%
CRM SALESFORCE INC 0.0%
Value ($000) $365 Shares 1,717 Est. Cost $179.87 Unrealized +18.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $358 Shares 5,400 Est. Cost $39.63 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $353 Shares 1,922 Est. Cost $119.81 Unrealized +31.3%
BROOKLINE BANCORP INC 0.0%
Value ($000) $340 Shares 21,500 Est. Cost $13.44 Unrealized
SO SOUTHERN CO 0.0%
Value ($000) $339 Shares 4,675 Est. Cost $38.00 Unrealized +54.5%
NVDA NVIDIA CORP 0.0%
Value ($000) $338 Shares 1,240 Est. Cost $22.17 Unrealized +12.9%
IJR ISHARES CORE S&P SMALLCAP ETF 0.0%
Value ($000) $327 Shares 3,033 Est. Cost $114.41 Unrealized
IAC IAC/INTERACTIVECORP 0.0%
Value ($000) $315 Shares 3,140 Est. Cost $97.16 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $313 Shares 1,200 Est. Cost $122.38 Unrealized +93.9%
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $313 Shares 3,138 Est. Cost $72.72 Unrealized +8.9%
WAB WABTEC CORP 0.0%
Value ($000) $313 Shares 3,253 Est. Cost $79.07 Unrealized +14.6%
KKR KKR & CO INC 0.0%
Value ($000) $313 Shares 5,350 Est. Cost $60.88 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $312 Shares 2,881 Est. Cost $105.26 Unrealized
BEN FRANKLIN RES INC 0.0%
Value ($000) $307 Shares 11,000 Est. Cost $27.34 Unrealized -9.0%
KELLOGG CO 0.0%
Value ($000) $303 Shares 4,700 Est. Cost $38.95 Unrealized +35.0%
NICE NICE LTD 0.0%
Value ($000) $302 Shares 1,380 Est. Cost $136.98 Unrealized
CSL CARLISLE COMPANIES INCORPORATE 0.0%
Value ($000) $295 Shares 1,200 Est. Cost $176.54 Unrealized +26.9%
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $295 Shares 1,098 Est. Cost $283.24 Unrealized
GNTX GENTEX CORPORATION 0.0%
Value ($000) $294 Shares 10,072 Est. Cost $34.68 Unrealized -10.3%
VMBS VANGUARD MORTG-BACK SEC ETF 0.0%
Value ($000) $284 Shares 5,677 Est. Cost $52.90 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $282 Shares 3,311 Est. Cost $77.10 Unrealized +18.5%
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $282 Shares 5,809 Est. Cost $40.11 Unrealized +20.9%
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $281 Shares 1,765 Est. Cost $117.50 Unrealized
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $279 Shares 5,800 Est. Cost $40.51 Unrealized
ETN EATON CORPORATION 0.0%
Value ($000) $278 Shares 1,833 Est. Cost $105.31 Unrealized +39.9%
WM WASTE MGMT INC 0.0%
Value ($000) $276 Shares 1,743 Est. Cost $78.62 Unrealized +81.3%
ENTG ENTEGRIS INC 0.0%
Value ($000) $276 Shares 2,101 Est. Cost $126.46 Unrealized 0.0%
UGI UGI CORP NEW (HOLDING CO) 0.0%
Value ($000) $272 Shares 7,500 Est. Cost $44.99 Unrealized -11.1%
BMO BANK OF MONTREAL 0.0%
Value ($000) $254 Shares 2,150 Est. Cost $82.13 Unrealized +19.7%
KEYS KEYSIGHT TECHNOLOGIES IN 0.0%
Value ($000) $253 Shares 1,600 Est. Cost $166.57 Unrealized 0.0%
MORN MORNINGSTAR INC 0.0%
Value ($000) $250 Shares 916 Est. Cost $282.62 Unrealized 0.0%
HORIZON THERAPEUTICS PUB 0.0%
Value ($000) $246 Shares 2,341 Est. Cost $109.58 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $246 Shares 7,500 Est. Cost $23.42 Unrealized +27.8%
CITRIX SYS INC 0.0%
Value ($000) $244 Shares 2,420 Est. Cost $117.13 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $244 Shares 6,636 Est. Cost $38.73 Unrealized
HIG HARTFORD FINANCIAL SERVCS GROU 0.0%
Value ($000) $244 Shares 3,400 Est. Cost $48.86 Unrealized +33.4%
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $242 Shares 1,491 Est. Cost $147.40 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $235 Shares 1,419 Est. Cost $182.43 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $234 Shares 932 Est. Cost $221.79 Unrealized -3.1%
DORM DORMAN PRODUCTS INC 0.0%
Value ($000) $232 Shares 2,440 Est. Cost $54.31 Unrealized +78.5%
ASML ASML HOLDING N V N Y REGISTRY 0.0%
Value ($000) $230 Shares 345 Est. Cost $666.67 Unrealized
VCSH VANGUARD S/T CORP BOND ETF 0.0%
Value ($000) $229 Shares 2,938 Est. Cost $80.59 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $224 Shares 925 Est. Cost $221.78 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $224 Shares 3,049 Est. Cost $24.59 Unrealized +22.3%
TRU TRANSUNION 0.0%
Value ($000) $222 Shares 2,152 Est. Cost $99.30 Unrealized 0.0%
SHEL SHELL PLC 0.0%
Value ($000) $219 Shares 3,995 Est. Cost $54.82 Unrealized
BK THE BANK OF NEW YORK MELLON CO 0.0%
Value ($000) $216 Shares 4,350 Est. Cost $44.01 Unrealized +15.3%
MS MORGAN STANLEY 0.0%
Value ($000) $212 Shares 2,423 Est. Cost $73.70 Unrealized +14.8%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $208 Shares 425 Est. Cost $475.29 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $206 Shares 11,400 Est. Cost $17.00 Unrealized +3.3%
WOLFSPEED INC 0.0%
Value ($000) $205 Shares 1,800 Est. Cost $111.67 Unrealized
BRKR BRUKER CORP 0.0%
Value ($000) $205 Shares 3,185 Est. Cost $28.93 Unrealized +133.1%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $204 Shares 19,000 Est. Cost $11.37 Unrealized
INGR INGREDION INC 0.0%
Value ($000) $201 Shares 2,307 Est. Cost $85.49 Unrealized +5.9%