Boston Trust Walden Corp Diversified Active

CIK: 0001534866 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 24, 2024

Total Value ($000): $13,255,037 (100.0% shares, 0.0% debt)

Holdings (372)

MSFT MICROSOFT CORP 3.9%
Value ($000) $512,701 Shares 1,363,421 Est. Cost $35.44 Unrealized +888.7%
AAPL APPLE INC 3.2%
Value ($000) $423,501 Shares 2,199,662 Est. Cost $83.99 Unrealized +117.7%
ACN ACCENTURE PLC-CL A 1.7%
Value ($000) $226,745 Shares 646,162 Est. Cost $103.20 Unrealized +203.0%
GOOGL ALPHABET INC-A 1.7%
Value ($000) $220,774 Shares 1,580,457 Est. Cost $109.38 Unrealized +21.9%
JPM JPMORGAN CHASE & CO 1.6%
Value ($000) $209,516 Shares 1,231,724 Est. Cost $67.31 Unrealized +115.3%
WAT WATERS CORP 1.4%
Value ($000) $191,628 Shares 582,048 Est. Cost $222.92 Unrealized +23.9%
V VISA INC 1.4%
Value ($000) $187,244 Shares 719,200 Est. Cost $90.15 Unrealized +169.2%
GOOG ALPHABET INC-CL C 1.4%
Value ($000) $184,916 Shares 1,312,111 Est. Cost $107.09 Unrealized +25.8%
DCI DONALDSON CO INC 1.4%
Value ($000) $184,045 Shares 2,816,300 Est. Cost $41.53 Unrealized +41.5%
COST COSTCO WHOLESALE CORP 1.4%
Value ($000) $179,391 Shares 271,771 Est. Cost $89.30 Unrealized +542.2%
ATR APTARGROUP INC 1.3%
Value ($000) $177,820 Shares 1,438,442 Est. Cost $86.50 Unrealized +41.2%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $164,373 Shares 1,048,699 Est. Cost $100.01 Unrealized +43.6%
UNH UNITED HEALTH GROUP INC 1.2%
Value ($000) $160,510 Shares 304,879 Est. Cost $156.90 Unrealized +225.9%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $152,740 Shares 621,854 Est. Cost $100.90 Unrealized +107.4%
MEDP MEDPACE HOLDINGS INC 1.1%
Value ($000) $149,670 Shares 488,271 Est. Cost $119.91 Unrealized +125.1%
FDS FACTSET RESH SYS INC 1.0%
Value ($000) $137,262 Shares 287,730 Est. Cost $303.90 Unrealized +44.8%
JLL JONES LANG LASALLE INC 1.0%
Value ($000) $134,142 Shares 710,236 Est. Cost $146.44 Unrealized +3.3%
SYK STRYKER CORP 1.0%
Value ($000) $132,798 Shares 443,458 Est. Cost $90.15 Unrealized +204.9%
ADP AUTOMATIC DATA PROCESSING 1.0%
Value ($000) $130,474 Shares 560,047 Est. Cost $66.89 Unrealized +231.9%
COOPER COS INC/THE 1.0%
Value ($000) $129,817 Shares 343,033 Est. Cost $305.13 Unrealized
CMCSA COMCAST CORP NEW CL A 1.0%
Value ($000) $129,262 Shares 2,947,824 Est. Cost $29.05 Unrealized +38.0%
QLYS QUALYS INC 1.0%
Value ($000) $127,844 Shares 651,337 Est. Cost $117.69 Unrealized +48.6%
PEP PEPSICO INC 0.9%
Value ($000) $118,666 Shares 698,690 Est. Cost $80.01 Unrealized +92.2%
HUBB HUBBELL INC 0.9%
Value ($000) $117,170 Shares 356,216 Est. Cost $100.28 Unrealized +191.6%
ROST ROSS STORES INC 0.9%
Value ($000) $117,053 Shares 845,823 Est. Cost $61.77 Unrealized +97.1%
CHE CHEMED CORP 0.9%
Value ($000) $116,451 Shares 199,147 Est. Cost $432.54 Unrealized +28.3%
EXLS EXLSERVICE HOLDINGS INC 0.9%
Value ($000) $114,922 Shares 3,725,199 Est. Cost $28.21 Unrealized +0.3%
CB CHUBB LTD 0.8%
Value ($000) $111,389 Shares 492,870 Est. Cost $132.96 Unrealized +60.8%
AIT APPLIED INDUSTRIAL TECH INC 0.8%
Value ($000) $108,009 Shares 625,452 Est. Cost $60.55 Unrealized +162.9%
NTRS NORTHERN TRUST CORPORATION 0.8%
Value ($000) $107,825 Shares 1,277,855 Est. Cost $68.90 Unrealized +0.3%
NKE NIKE INC -CL B 0.8%
Value ($000) $106,118 Shares 977,413 Est. Cost $48.13 Unrealized +114.0%
UPS UNITED PARCEL SERVICE-CL B 0.8%
Value ($000) $105,922 Shares 673,677 Est. Cost $83.92 Unrealized +60.0%
FLO FLOWERS FOODS INC COM 0.8%
Value ($000) $103,171 Shares 4,583,334 Est. Cost $17.80 Unrealized +7.8%
COLM COLUMBIA SPORTSWEAR CO 0.8%
Value ($000) $102,957 Shares 1,294,410 Est. Cost $80.19 Unrealized -8.4%
STAG STAG INDUSTRIAL INC 0.8%
Value ($000) $99,686 Shares 2,539,129 Est. Cost $33.39 Unrealized
SIGI SELECTIVE INS GROUP INC 0.7%
Value ($000) $97,791 Shares 983,020 Est. Cost $77.79 Unrealized +26.6%
BDX BECTON DICKINSON AND CO 0.7%
Value ($000) $97,007 Shares 397,848 Est. Cost $114.81 Unrealized +106.0%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $95,500 Shares 1,890,338 Est. Cost $27.10 Unrealized +77.1%
TXRH TEXAS ROADHOUSE INC 0.7%
Value ($000) $94,997 Shares 777,202 Est. Cost $56.38 Unrealized +83.3%
DE DEERE & CO 0.7%
Value ($000) $92,757 Shares 231,969 Est. Cost $159.61 Unrealized +128.8%
PRGS PROGRESS SOFTWARE CORP 0.7%
Value ($000) $92,369 Shares 1,701,094 Est. Cost $43.00 Unrealized +23.3%
WHD CACTUS INC CL A 0.7%
Value ($000) $88,127 Shares 1,941,115 Est. Cost $39.67 Unrealized +14.7%
LOW LOWES COS INC 0.7%
Value ($000) $87,566 Shares 393,467 Est. Cost $166.25 Unrealized +17.1%
CHH CHOICE HOTELS INTL INC 0.7%
Value ($000) $87,448 Shares 771,830 Est. Cost $97.80 Unrealized +14.4%
CRI CARTER INC 0.6%
Value ($000) $85,007 Shares 1,135,092 Est. Cost $68.80 Unrealized -8.7%
WSM WILLIAMS-SONOMA INC 0.6%
Value ($000) $84,090 Shares 416,741 Est. Cost $46.90 Unrealized +78.7%
MRK MERCK & CO INC NEW 0.6%
Value ($000) $83,744 Shares 768,151 Est. Cost $47.85 Unrealized +102.3%
SEIC SEI INVESTMENTS COMPANY 0.6%
Value ($000) $83,566 Shares 1,314,965 Est. Cost $51.01 Unrealized +10.8%
APD AIR PRODUCTS & CHEMICALS INC 0.6%
Value ($000) $81,528 Shares 297,763 Est. Cost $164.23 Unrealized +57.8%
COP CONOCOPHILLIPS 0.6%
Value ($000) $81,526 Shares 702,385 Est. Cost $42.61 Unrealized +157.5%
HP HELMERICH & PAYNE INC 0.6%
Value ($000) $80,218 Shares 2,214,742 Est. Cost $36.73 Unrealized +5.3%
ADBE ADOBE INC 0.6%
Value ($000) $79,399 Shares 133,086 Est. Cost $449.78 Unrealized +28.2%
LECO LINCOLN ELECTRIC HOLDINGS 0.6%
Value ($000) $78,642 Shares 361,637 Est. Cost $83.62 Unrealized +130.7%
ADI ANALOG DEVICES INC 0.6%
Value ($000) $75,878 Shares 382,140 Est. Cost $135.82 Unrealized +26.8%
TROW T ROWE PRICE GROUP INC 0.6%
Value ($000) $74,923 Shares 695,726 Est. Cost $85.81 Unrealized +4.5%
NDSN NORDSON CORPORATION 0.5%
Value ($000) $72,066 Shares 272,813 Est. Cost $169.29 Unrealized +33.1%
BJ BJ'S WHOLESALE CLUB HOLDINGS 0.5%
Value ($000) $71,569 Shares 1,073,646 Est. Cost $70.97 Unrealized -4.6%
CBOE CBOE HOLDINGS INC 0.5%
Value ($000) $71,110 Shares 398,243 Est. Cost $100.47 Unrealized +67.2%
SFM SPROUTS FARMERS MARKET INC 0.5%
Value ($000) $71,075 Shares 1,477,341 Est. Cost $36.49 Unrealized +19.9%
SLGN SILGAN HOLDINGS INC 0.5%
Value ($000) $70,882 Shares 1,566,448 Est. Cost $39.25 Unrealized +7.4%
CNS COHEN & STEERS INC 0.5%
Value ($000) $70,566 Shares 931,810 Est. Cost $42.44 Unrealized +32.7%
AZO AUTOZONE INC 0.5%
Value ($000) $69,731 Shares 26,969 Est. Cost $1065.15 Unrealized +143.5%
CRVL CORVEL CORP 0.5%
Value ($000) $69,392 Shares 280,702 Est. Cost $29.37 Unrealized +141.4%
IDCC INTERDIGITAL INC 0.5%
Value ($000) $69,287 Shares 638,354 Est. Cost $56.44 Unrealized +64.0%
CVCO CAVCO INDUSTRIES INC 0.5%
Value ($000) $67,904 Shares 195,904 Est. Cost $228.18 Unrealized +24.9%
ES EVERSOURCE ENERGY 0.5%
Value ($000) $66,334 Shares 1,074,765 Est. Cost $56.53 Unrealized -8.0%
SBUX STARBUCKS CORP 0.5%
Value ($000) $65,728 Shares 684,595 Est. Cost $49.70 Unrealized +85.5%
AMAT APPLIED MATERIALS, INC. 0.5%
Value ($000) $65,710 Shares 405,443 Est. Cost $133.99 Unrealized +7.6%
XOM EXXON MOBIL CORPORATION 0.5%
Value ($000) $65,248 Shares 652,608 Est. Cost $57.67 Unrealized +69.2%
FFIV F5 INC 0.5%
Value ($000) $65,244 Shares 364,532 Est. Cost $144.95 Unrealized +12.5%
POWI POWER INTEGRATIONS INC 0.5%
Value ($000) $65,118 Shares 793,058 Est. Cost $55.84 Unrealized +33.0%
OGS ONE GAS INC 0.5%
Value ($000) $63,972 Shares 1,003,954 Est. Cost $63.04 Unrealized +0.2%
PHYSICIANS REALTY TRUST 0.5%
Value ($000) $62,534 Shares 4,698,238 Est. Cost $17.38 Unrealized
GWW WW GRAINGER INC 0.5%
Value ($000) $61,556 Shares 74,281 Est. Cost $244.41 Unrealized +209.5%
HAE HAEMONETICS CORP/MASS 0.5%
Value ($000) $61,265 Shares 716,466 Est. Cost $66.21 Unrealized +30.6%
CABO CABLE ONE INC 0.5%
Value ($000) $60,255 Shares 108,257 Est. Cost $898.61 Unrealized -39.2%
CORT CORCEPT THERAPEUTICS INC 0.5%
Value ($000) $59,988 Shares 1,846,924 Est. Cost $23.31 Unrealized +17.8%
AOS SMITH (A.O.) CORP 0.4%
Value ($000) $58,919 Shares 714,691 Est. Cost $49.21 Unrealized +44.3%
CBSH COMMERCE BANCSHARES INC 0.4%
Value ($000) $58,436 Shares 1,094,108 Est. Cost $45.40 Unrealized -8.7%
LFUS LITTELFUSE INC 0.4%
Value ($000) $57,907 Shares 216,426 Est. Cost $238.62 Unrealized +0.3%
SNA SNAP ON INC 0.4%
Value ($000) $57,545 Shares 199,229 Est. Cost $208.40 Unrealized +22.3%
UMBF UMB FINANCIAL CORP 0.4%
Value ($000) $57,540 Shares 688,687 Est. Cost $76.39 Unrealized -7.9%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value ($000) $57,524 Shares 452,233 Est. Cost $82.10 Unrealized +39.7%
TFX TELEFLEX INCORPORATED 0.4%
Value ($000) $56,822 Shares 227,888 Est. Cost $257.12 Unrealized -18.4%
IDA IDACORP INC 0.4%
Value ($000) $56,218 Shares 571,784 Est. Cost $96.69 Unrealized +0.1%
A AGILENT TECHNOLOGIES, INC. 0.4%
Value ($000) $56,212 Shares 404,315 Est. Cost $115.11 Unrealized +1.8%
IBOC INTERNATIONAL BANCSHARES CRP 0.4%
Value ($000) $55,434 Shares 1,020,506 Est. Cost $44.01 Unrealized -0.2%
TDC TERADATA CORP DEL COM 0.4%
Value ($000) $55,142 Shares 1,267,342 Est. Cost $33.35 Unrealized +34.8%
WTS WATTS WATER TECHNOLOGIES-A 0.4%
Value ($000) $55,093 Shares 264,438 Est. Cost $95.31 Unrealized +98.1%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $55,044 Shares 210,138 Est. Cost $50.28 Unrealized +352.1%
AVY AVERY DENNISON CORP 0.4%
Value ($000) $54,825 Shares 271,198 Est. Cost $124.65 Unrealized +44.0%
RPM RPM INTERNATIONAL INC 0.4%
Value ($000) $54,553 Shares 488,696 Est. Cost $72.12 Unrealized +40.1%
SLB SCHLUMBERGER N.V. LTD 0.4%
Value ($000) $54,222 Shares 1,041,937 Est. Cost $26.69 Unrealized +91.9%
TE CONNECTIVITY LTD 0.4%
Value ($000) $54,065 Shares 384,804 Est. Cost $124.15 Unrealized
MSM MSC INDUSTRIAL DIRECT CO-A 0.4%
Value ($000) $53,525 Shares 528,589 Est. Cost $84.58 Unrealized +17.0%
MZTI LANCASTER COLONY CORP 0.4%
Value ($000) $53,139 Shares 319,366 Est. Cost $158.54 Unrealized +6.0%
EWBC EAST WEST BANCORP INC 0.4%
Value ($000) $52,488 Shares 729,500 Est. Cost $53.02 Unrealized +6.8%
MRSH MARSH MCLENNAN COS INC 0.4%
Value ($000) $52,093 Shares 274,942 Est. Cost $87.92 Unrealized +112.6%
EVR EVERCORE PARTNERS INC-CL A 0.4%
Value ($000) $51,697 Shares 302,236 Est. Cost $121.60 Unrealized +15.6%
USPH U.S. PHYSICAL THERAPY INC 0.4%
Value ($000) $50,944 Shares 546,958 Est. Cost $83.21 Unrealized +5.8%
AFG AMERICAN FINANCIAL GROUP INC 0.4%
Value ($000) $49,687 Shares 417,924 Est. Cost $75.15 Unrealized +28.8%
BLD TOPBUILD CORP 0.4%
Value ($000) $49,430 Shares 132,074 Est. Cost $179.56 Unrealized +59.5%
PAYC PAYCOM SOFTWARE INC 0.4%
Value ($000) $48,865 Shares 236,381 Est. Cost $207.95 Unrealized 0.0%
FELE FRANKLIN ELECTRIC CO INC 0.4%
Value ($000) $48,838 Shares 505,303 Est. Cost $50.68 Unrealized +72.9%
ORCL ORACLE CORP 0.4%
Value ($000) $46,970 Shares 445,509 Est. Cost $33.78 Unrealized +215.9%
CHKP CHECK POINT SOFTWARE TECH LTOR 0.4%
Value ($000) $46,784 Shares 306,201 Est. Cost $127.77 Unrealized +10.6%
CRL CHARLES RIVER LABORATORIES INT 0.4%
Value ($000) $46,656 Shares 197,359 Est. Cost $200.75 Unrealized -2.0%
DG DOLLAR GENERAL CORP 0.3%
Value ($000) $46,365 Shares 341,042 Est. Cost $117.71 Unrealized -1.5%
DOX AMDOCS LTD ORD 0.3%
Value ($000) $46,226 Shares 525,951 Est. Cost $63.84 Unrealized +23.9%
PKG PACKAGING CORP OF AMERICA 0.3%
Value ($000) $46,163 Shares 283,366 Est. Cost $93.56 Unrealized +59.0%
SCI SERVICE CORP INTERNATIONAL 0.3%
Value ($000) $46,129 Shares 673,914 Est. Cost $47.33 Unrealized +27.2%
AYI ACUITY BRANDS INC 0.3%
Value ($000) $45,941 Shares 224,289 Est. Cost $142.75 Unrealized +25.9%
MTX MINERALS TECHNOLOGIES INC 0.3%
Value ($000) $45,928 Shares 644,055 Est. Cost $55.36 Unrealized +5.5%
LSTR LANDSTAR SYSTEM INC 0.3%
Value ($000) $45,673 Shares 235,854 Est. Cost $97.06 Unrealized
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $44,579 Shares 237,959 Est. Cost $75.43 Unrealized +108.1%
CSGS CSG SYSTEMS INTL INC 0.3%
Value ($000) $44,281 Shares 832,194 Est. Cost $39.80 Unrealized +22.6%
THG HANOVER INSURANCE GROUP INC 0.3%
Value ($000) $44,044 Shares 362,739 Est. Cost $119.09 Unrealized -5.2%
NTAP NETAPP INC 0.3%
Value ($000) $43,880 Shares 497,737 Est. Cost $53.82 Unrealized +43.1%
IEX IDEX CORP COM 0.3%
Value ($000) $43,672 Shares 201,152 Est. Cost $195.65 Unrealized +0.2%
PLXS PLEXUS CORP 0.3%
Value ($000) $43,510 Shares 402,382 Est. Cost $93.16 Unrealized +7.8%
DFIN DONNELLEY FINL SOLUTIONS INC 0.3%
Value ($000) $43,471 Shares 696,982 Est. Cost $51.44 Unrealized +10.8%
CATY CATHAY GENRAL BANCORP 0.3%
Value ($000) $43,257 Shares 970,537 Est. Cost $31.73 Unrealized +10.5%
MTD METTLER-TOLEDO INTERNATIONAL 0.3%
Value ($000) $42,472 Shares 35,015 Est. Cost $335.28 Unrealized +222.5%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 0.3%
Value ($000) $42,037 Shares 153,796 Est. Cost $297.71 Unrealized -23.3%
LAMR LAMAR ADVERTISING CO-A 0.3%
Value ($000) $41,702 Shares 392,374 Est. Cost $89.82 Unrealized
FIX COMFORT SYSTEMS USA INC 0.3%
Value ($000) $41,654 Shares 202,526 Est. Cost $87.34 Unrealized +110.0%
OMC OMNICOM GROUP 0.3%
Value ($000) $40,559 Shares 468,841 Est. Cost $51.80 Unrealized +41.3%
CLB CORE LABORATORIES INC 0.3%
Value ($000) $40,163 Shares 2,274,229 Est. Cost $22.53 Unrealized -11.1%
GMED GLOBUS MEDICAL INC-A 0.3%
Value ($000) $39,969 Shares 750,021 Est. Cost $45.09 Unrealized +8.1%
CUBE CUBESMART 0.3%
Value ($000) $39,827 Shares 859,277 Est. Cost $36.35 Unrealized
BMI BADGER METER INC 0.3%
Value ($000) $38,806 Shares 251,383 Est. Cost $66.87 Unrealized +114.6%
AKAM AKAMAI TECHNOLOGIES INC 0.3%
Value ($000) $38,250 Shares 323,194 Est. Cost $93.71 Unrealized +18.7%
INTERPUBLIC GROUP OF COS INC 0.3%
Value ($000) $37,776 Shares 1,157,358 Est. Cost $21.37 Unrealized +29.2%
UNF UNIFIRST CORP MA 0.3%
Value ($000) $37,413 Shares 204,545 Est. Cost $131.50 Unrealized +27.6%
CALLON PETROLEUM CO 0.3%
Value ($000) $35,684 Shares 1,101,367 Est. Cost $36.76 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.3%
Value ($000) $35,573 Shares 538,984 Est. Cost $67.87 Unrealized -12.7%
PG PROCTER & GAMBLE CO/THE 0.3%
Value ($000) $35,562 Shares 242,677 Est. Cost $70.93 Unrealized +98.3%
INDB INDEPENDENT BANK CORP/MA 0.3%
Value ($000) $34,097 Shares 518,119 Est. Cost $51.38 Unrealized -1.2%
USB US BANCORP 0.3%
Value ($000) $33,791 Shares 780,747 Est. Cost $34.27 Unrealized -3.4%
INMD INMODE LTD 0.2%
Value ($000) $32,366 Shares 1,455,308 Est. Cost $22.45 Unrealized 0.0%
JKHY JACK HENRY & ASSOCIATES INC 0.2%
Value ($000) $32,309 Shares 197,718 Est. Cost $141.81 Unrealized +5.0%
DLB DOLBY LABORATORIES INC-CL A 0.2%
Value ($000) $31,610 Shares 366,796 Est. Cost $67.97 Unrealized +19.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 0.2%
Value ($000) $30,463 Shares 85,413 Est. Cost $152.31 Unrealized +130.5%
TTC TORO CO 0.2%
Value ($000) $30,336 Shares 316,031 Est. Cost $104.46 Unrealized -18.0%
ALLE ALLEGION PLC 0.2%
Value ($000) $30,050 Shares 237,196 Est. Cost $104.12 Unrealized 0.0%
VMI VALMONT INDUSTRIES 0.2%
Value ($000) $29,422 Shares 126,001 Est. Cost $198.78 Unrealized +10.6%
SSTK SHUTTERSTOCK INC 0.2%
Value ($000) $28,207 Shares 584,234 Est. Cost $78.91 Unrealized -46.5%
NSP INSPERITY INC 0.2%
Value ($000) $27,789 Shares 237,067 Est. Cost $72.61 Unrealized +38.4%
CINF CINCINNATI FINANCIAL CORP 0.2%
Value ($000) $26,872 Shares 259,738 Est. Cost $38.18 Unrealized +151.7%
ICUI ICU MEDICAL INC 0.2%
Value ($000) $26,466 Shares 265,348 Est. Cost $196.29 Unrealized -50.2%
ATO ATMOS ENERGY CORP 0.2%
Value ($000) $26,045 Shares 224,717 Est. Cost $87.85 Unrealized +20.7%
RVTY REVVITY INC 0.2%
Value ($000) $25,154 Shares 230,114 Est. Cost $109.79 Unrealized -12.6%
BKNG BOOKING HLDGS INC 0.2%
Value ($000) $24,841 Shares 7,003 Est. Cost $3067.93 Unrealized 0.0%
MAS MASCO CORP COM 0.2%
Value ($000) $24,839 Shares 370,842 Est. Cost $49.44 Unrealized +13.3%
RHI ROBERT HALF INC 0.2%
Value ($000) $24,729 Shares 281,271 Est. Cost $96.29 Unrealized -17.5%
SRCE 1ST SOURCE CORP 0.2%
Value ($000) $24,138 Shares 439,272 Est. Cost $42.50 Unrealized
CENTA CENTRAL GARDEN & PET CO CL A N 0.2%
Value ($000) $23,649 Shares 536,979 Est. Cost $35.51 Unrealized -9.8%
HD HOME DEPOT, INC. 0.2%
Value ($000) $23,295 Shares 67,219 Est. Cost $200.70 Unrealized +46.3%
MANH MANHATTAN ASSOCS INC 0.2%
Value ($000) $23,012 Shares 106,872 Est. Cost $68.88 Unrealized +207.2%
SYY SYSCO CORP 0.2%
Value ($000) $22,983 Shares 314,273 Est. Cost $53.08 Unrealized +22.2%
LKFN LAKELAND FINANCIAL CORP 0.2%
Value ($000) $22,127 Shares 339,586 Est. Cost $34.75 Unrealized +47.6%
MCD MCDONALD'S CORPORATION 0.2%
Value ($000) $21,642 Shares 72,988 Est. Cost $141.62 Unrealized +82.7%
CVX CHEVRON CORP 0.2%
Value ($000) $21,229 Shares 142,326 Est. Cost $99.06 Unrealized +39.1%
UTL UNITIL CORP 0.2%
Value ($000) $21,093 Shares 401,233 Est. Cost $51.55 Unrealized -6.1%
PAYX PAYCHEX INC 0.2%
Value ($000) $19,956 Shares 167,541 Est. Cost $67.45 Unrealized +64.7%
HSY THE HERSHEY COMPANY 0.1%
Value ($000) $19,743 Shares 105,896 Est. Cost $108.31 Unrealized +64.0%
CHD CHURCH & DWIGHT INC 0.1%
Value ($000) $19,608 Shares 207,365 Est. Cost $67.87 Unrealized +31.5%
CPT CAMDEN PROPERTY TRUST 0.1%
Value ($000) $19,026 Shares 191,618 Est. Cost $96.63 Unrealized -11.8%
BKR BAKER HUGHES COMPANY CL A 0.1%
Value ($000) $18,871 Shares 552,100 Est. Cost $19.48 Unrealized +66.8%
FORWARD AIR CORPORATION 0.1%
Value ($000) $18,846 Shares 299,755 Est. Cost $61.51 Unrealized
CL COLGATE-PALMOLIVE CO 0.1%
Value ($000) $18,761 Shares 235,370 Est. Cost $50.81 Unrealized +41.2%
PNC PNC FINANCIAL SERVICES GROUP 0.1%
Value ($000) $17,742 Shares 114,577 Est. Cost $55.73 Unrealized +115.2%
ZTS ZOETIS INC 0.1%
Value ($000) $17,262 Shares 87,462 Est. Cost $129.28 Unrealized +33.7%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $16,369 Shares 119,646 Est. Cost $131.78 Unrealized -0.8%
EG EVEREST RE GROUP LTD 0.1%
Value ($000) $15,526 Shares 43,910 Est. Cost $213.37 Unrealized +75.4%
AVB AVALONBAY COMMUNITIES INC 0.1%
Value ($000) $14,856 Shares 79,349 Est. Cost $159.70 Unrealized +1.2%
ANSYS INC COM 0.1%
Value ($000) $14,478 Shares 39,898 Est. Cost $232.00 Unrealized
BALL BALL CORP 0.1%
Value ($000) $14,398 Shares 250,310 Est. Cost $65.08 Unrealized -23.1%
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $13,588 Shares 172,086 Est. Cost $78.85 Unrealized -17.1%
ATRION CORPORATION 0.1%
Value ($000) $13,292 Shares 35,091 Est. Cost $592.70 Unrealized
MDT MEDTRONIC INC 0.1%
Value ($000) $13,003 Shares 157,840 Est. Cost $70.53 Unrealized +1.3%
AMGN AMGEN INC. 0.1%
Value ($000) $12,575 Shares 43,660 Est. Cost $214.07 Unrealized +19.2%
ULTA ULTA SALON COSMETIC & FRAGRANC 0.1%
Value ($000) $12,392 Shares 25,290 Est. Cost $408.29 Unrealized +3.3%
CMI CUMMINS INC 0.1%
Value ($000) $11,893 Shares 49,642 Est. Cost $155.08 Unrealized +39.8%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $11,415 Shares 149,703 Est. Cost $53.05 Unrealized +31.2%
AME AMETEK INC NEW 0.1%
Value ($000) $11,251 Shares 68,235 Est. Cost $87.48 Unrealized +71.8%
VSGX VANGUARD ESG INTL STOCK ETF 0.1%
Value ($000) $11,205 Shares 202,692 Est. Cost $58.62 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $10,829 Shares 46,809 Est. Cost $71.98 Unrealized +192.2%
BR BROADRIDGE FINANCIAL SOLUTIO 0.1%
Value ($000) $10,587 Shares 51,454 Est. Cost $133.16 Unrealized +33.8%
VZ VERIZON COMMUNICATIONS 0.1%
Value ($000) $10,447 Shares 277,114 Est. Cost $38.49 Unrealized -19.5%
CHTR CHARTER COMMUNICATIONS INC-A 0.1%
Value ($000) $10,308 Shares 26,520 Est. Cost $214.89 Unrealized +89.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.1%
Value ($000) $10,217 Shares 135,269 Est. Cost $61.16 Unrealized +9.1%
IWM ISHARES DJ RUSSELL 2000 TR ETF 0.1%
Value ($000) $10,033 Shares 49,988 Est. Cost $198.77 Unrealized
STE STERIS PLC 0.1%
Value ($000) $9,801 Shares 44,580 Est. Cost $139.58 Unrealized +48.7%
TMP TOMPKINS FINANCIAL CORP 0.1%
Value ($000) $9,768 Shares 162,182 Est. Cost $46.44 Unrealized +6.3%
BRO BROWN & BROWN INC COM 0.1%
Value ($000) $9,392 Shares 132,077 Est. Cost $42.07 Unrealized +67.7%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $9,374 Shares 92,690 Est. Cost $82.24 Unrealized +7.1%
TJX TJX COMPANIES, INC. 0.1%
Value ($000) $9,354 Shares 99,708 Est. Cost $49.08 Unrealized +77.8%
TXN TEXAS INSTRUMENTS INC 0.1%
Value ($000) $8,993 Shares 52,759 Est. Cost $152.56 Unrealized -4.6%
ROK ROCKWELL AUTOMATION INC. 0.1%
Value ($000) $8,855 Shares 28,519 Est. Cost $214.77 Unrealized +25.8%
DEO DIAGEO PLC ADR 0.1%
Value ($000) $8,820 Shares 60,551 Est. Cost $120.25 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $8,405 Shares 143,599 Est. Cost $55.27 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC NEW 0.1%
Value ($000) $8,043 Shares 8,466 Est. Cost $23.77 Unrealized +165.9%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $7,845 Shares 114,659 Est. Cost $56.77 Unrealized +9.1%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $7,606 Shares 55,165 Est. Cost $112.50 Unrealized +12.3%
GGG GRACO INC 0.1%
Value ($000) $7,531 Shares 86,797 Est. Cost $62.12 Unrealized +23.0%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $7,402 Shares 198,172 Est. Cost $38.05 Unrealized -8.3%
VWO VANGUARD FTSE EMERGING MARKETS 0.1%
Value ($000) $7,282 Shares 177,179 Est. Cost $45.41 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $7,278 Shares 17,720 Est. Cost $322.30 Unrealized +19.0%
MTB M & T BANK CORP 0.1%
Value ($000) $6,998 Shares 51,050 Est. Cost $117.14 Unrealized +0.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $6,775 Shares 104,013 Est. Cost $50.11 Unrealized +18.8%
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $6,626 Shares 15,169 Est. Cost $274.27 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $6,619 Shares 60,995 Est. Cost $94.00 Unrealized 0.0%
SAP SAP AG 0.0%
Value ($000) $6,608 Shares 42,745 Est. Cost $87.75 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $6,541 Shares 270,720 Est. Cost $25.55 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $6,478 Shares 66,552 Est. Cost $42.34 Unrealized +108.0%
EQNR EQUINOR ASA 0.0%
Value ($000) $6,360 Shares 201,000 Est. Cost $29.23 Unrealized
MIDD MIDDLEBY CORP 0.0%
Value ($000) $6,286 Shares 42,711 Est. Cost $94.67 Unrealized +34.2%
ACI ALBERTSONS COS INC 0.0%
Value ($000) $6,051 Shares 263,074 Est. Cost $19.06 Unrealized +8.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5,791 Shares 17,167 Est. Cost $292.38 Unrealized +2.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $5,261 Shares 47,795 Est. Cost $44.40 Unrealized +116.4%
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $5,242 Shares 23,061 Est. Cost $197.39 Unrealized
CNI CANADIAN NATL RAILWAY CO 0.0%
Value ($000) $5,132 Shares 40,850 Est. Cost $58.87 Unrealized +84.3%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value ($000) $4,735 Shares 13,447 Est. Cost $235.00 Unrealized +49.7%
AMZN AMAZON.COM INC 0.0%
Value ($000) $4,586 Shares 30,186 Est. Cost $125.12 Unrealized +12.0%
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $4,475 Shares 20,329 Est. Cost $184.69 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $4,058 Shares 26,188 Est. Cost $46.34 Unrealized +192.9%
ECL ECOLAB INC 0.0%
Value ($000) $3,799 Shares 19,154 Est. Cost $92.54 Unrealized +90.0%
HON HONEYWELL INTERNATIONAL INC. 0.0%
Value ($000) $3,692 Shares 17,606 Est. Cost $108.22 Unrealized +59.2%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $3,399 Shares 39,349 Est. Cost $73.51 Unrealized +8.0%
SPY SPDR S&P 500 ETF TRUST 0.0%
Value ($000) $3,330 Shares 7,005 Est. Cost $329.04 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $3,307 Shares 65,804 Est. Cost $42.60 Unrealized -6.0%
VTI VANGUARD TOTAL STOCK MARKET IN 0.0%
Value ($000) $3,234 Shares 13,633 Est. Cost $190.63 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $3,034 Shares 7,768 Est. Cost $271.56 Unrealized +25.9%
AVGO BROADCOM LTD 0.0%
Value ($000) $2,762 Shares 2,474 Est. Cost $33.65 Unrealized +174.1%
MA MASTERCARD INC 0.0%
Value ($000) $2,727 Shares 6,394 Est. Cost $134.50 Unrealized +195.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $2,614 Shares 15,897 Est. Cost $160.18 Unrealized
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $2,454 Shares 14,849 Est. Cost $137.61 Unrealized
META META PLATFORMS INC 0.0%
Value ($000) $2,343 Shares 6,618 Est. Cost $284.37 Unrealized +13.7%
KO COCA-COLA CO. 0.0%
Value ($000) $2,339 Shares 39,687 Est. Cost $30.61 Unrealized +74.0%
PFE PFIZER, INC. 0.0%
Value ($000) $2,315 Shares 80,399 Est. Cost $19.72 Unrealized +33.9%
MMM 3M CO 0.0%
Value ($000) $2,304 Shares 21,080 Est. Cost $74.34 Unrealized +1.6%
LLY LILY (ELI) & CO 0.0%
Value ($000) $2,114 Shares 3,626 Est. Cost $183.50 Unrealized +213.4%
INTU INTUIT INC 0.0%
Value ($000) $2,103 Shares 3,365 Est. Cost $353.82 Unrealized +53.9%
QCOM QUALCOMM INC 0.0%
Value ($000) $2,090 Shares 14,453 Est. Cost $63.19 Unrealized +87.3%
NVO NOVO-NORDISK AS ADR - B 0.0%
Value ($000) $2,001 Shares 19,346 Est. Cost $76.56 Unrealized
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $1,958 Shares 13,387 Est. Cost $124.84 Unrealized +1.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $1,955 Shares 32,190 Est. Cost $63.12 Unrealized -15.3%
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $1,931 Shares 32,400 Est. Cost $21.59 Unrealized +158.8%
VRSK VERISK ANALYTICS INC-CLASS A 0.0%
Value ($000) $1,869 Shares 7,823 Est. Cost $119.53 Unrealized +95.3%
PPG PPG INDUSTRIES 0.0%
Value ($000) $1,795 Shares 12,005 Est. Cost $91.59 Unrealized +40.7%
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $1,792 Shares 7,705 Est. Cost $194.61 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $1,784 Shares 780 Est. Cost $7.21 Unrealized +476.9%
DSI ISHARES MSCI KLD 400 SOCIAL 0.0%
Value ($000) $1,739 Shares 19,097 Est. Cost $78.49 Unrealized
VV VANGUARD INDEX FDS LARGE CAP E 0.0%
Value ($000) $1,674 Shares 7,675 Est. Cost $174.20 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.0%
Value ($000) $1,628 Shares 3 Est. Cost $201493.06 Unrealized +164.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1,585 Shares 3,598 Est. Cost $181.79 Unrealized +113.5%
IWR ISHARES TR RUSSELL MIDCAP 0.0%
Value ($000) $1,502 Shares 19,325 Est. Cost $52.26 Unrealized
AMCOR PLC 0.0%
Value ($000) $1,493 Shares 154,920 Est. Cost $8.56 Unrealized -1.3%
BAC BANK OF AMERICA CORPORATION 0.0%
Value ($000) $1,416 Shares 42,041 Est. Cost $28.63 Unrealized -3.6%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $1,359 Shares 2,950 Est. Cost $100.06 Unrealized +306.9%
PSX PHILLIPS 66 0.0%
Value ($000) $1,335 Shares 10,026 Est. Cost $56.92 Unrealized +95.1%
GABC GERMAN AMERICAN BANCORP 0.0%
Value ($000) $1,324 Shares 40,862 Est. Cost $27.92 Unrealized -2.6%
CLX CLOROX COMPANY 0.0%
Value ($000) $1,310 Shares 9,187 Est. Cost $115.25 Unrealized +7.6%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $1,294 Shares 1,473 Est. Cost $324.94 Unrealized +152.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $1,292 Shares 5,467 Est. Cost $97.36 Unrealized +105.6%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $1,275 Shares 14,013 Est. Cost $50.81 Unrealized +63.5%
TGT TARGET CORP 0.0%
Value ($000) $1,274 Shares 8,943 Est. Cost $64.56 Unrealized +75.1%
IVV ISHARES S&P 500 INDEX FUND 0.0%
Value ($000) $1,257 Shares 2,631 Est. Cost $244.66 Unrealized
SNPS SYNOPSYS INC 0.0%
Value ($000) $1,252 Shares 2,432 Est. Cost $261.58 Unrealized +95.5%
VLTO VERALTO CORP 0.0%
Value ($000) $1,225 Shares 14,897 Est. Cost $73.75 Unrealized 0.0%
KMB KIMBERLY-CLARK CORPORATION 0.0%
Value ($000) $1,222 Shares 10,057 Est. Cost $96.83 Unrealized +14.9%
SJM SMUCKER J M CO 0.0%
Value ($000) $1,212 Shares 9,590 Est. Cost $105.22 Unrealized +1.5%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,144 Shares 2,155 Est. Cost $405.45 Unrealized +18.6%
ARE ALEXANDRIA REAL ESTATE EQUIT 0.0%
Value ($000) $1,142 Shares 9,009 Est. Cost $117.16 Unrealized -18.4%
STT STATE STREET CORP 0.0%
Value ($000) $1,125 Shares 14,530 Est. Cost $50.81 Unrealized +27.5%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $1,036 Shares 3,334 Est. Cost $252.92 Unrealized
XLK TECHNOLOGY SELECT SECT SPDR 0.0%
Value ($000) $994 Shares 5,166 Est. Cost $120.52 Unrealized
BLACKROCK, INC. 0.0%
Value ($000) $993 Shares 1,223 Est. Cost $589.82 Unrealized
VCIT VANGUARD I/T CORPORATE BOND ET 0.0%
Value ($000) $945 Shares 11,632 Est. Cost $88.16 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $907 Shares 15,882 Est. Cost $36.07 Unrealized +50.8%
BA BOEING COMPANY 0.0%
Value ($000) $894 Shares 3,430 Est. Cost $132.05 Unrealized +62.0%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $882 Shares 24,780 Est. Cost $56.50 Unrealized -43.8%
TSLA TESLA MOTORS INC 0.0%
Value ($000) $857 Shares 3,448 Est. Cost $241.39 Unrealized -1.5%
MDLZ MONDELEZ INTERNATIONAL-W/I 0.0%
Value ($000) $853 Shares 11,774 Est. Cost $33.63 Unrealized +91.2%
DIS DISNEY (WALT) CO 0.0%
Value ($000) $842 Shares 9,326 Est. Cost $127.81 Unrealized -32.6%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $825 Shares 10,897 Est. Cost $69.19 Unrealized +1.1%
FISV FISERV, INC. 0.0%
Value ($000) $799 Shares 6,018 Est. Cost $111.52 Unrealized +10.0%
WMT WAL-MART STORES INC 0.0%
Value ($000) $785 Shares 4,981 Est. Cost $28.68 Unrealized +80.1%
BMY BRISTOL-MYERS SQUIBB COMPANY 0.0%
Value ($000) $765 Shares 14,916 Est. Cost $40.44 Unrealized +16.3%
MCK MCKESSON CORP 0.0%
Value ($000) $762 Shares 1,646 Est. Cost $176.09 Unrealized +155.7%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $746 Shares 11,550 Est. Cost $53.88 Unrealized +11.3%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $743 Shares 3,530 Est. Cost $179.88 Unrealized +0.0%
CBT CABOT CORP 0.0%
Value ($000) $735 Shares 8,800 Est. Cost $45.81 Unrealized +55.3%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $727 Shares 3,383 Est. Cost $20.83 Unrealized +89.1%
VIG VANGUARD DIVIDEND APPREC ETF 0.0%
Value ($000) $716 Shares 4,203 Est. Cost $150.56 Unrealized
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $714 Shares 14,515 Est. Cost $40.03 Unrealized +2.5%
IWB ISHARES RUSSELL 1000 0.0%
Value ($000) $709 Shares 2,705 Est. Cost $124.42 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $705 Shares 1,506 Est. Cost $76.57 Unrealized +490.4%
GE GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $683 Shares 5,352 Est. Cost $62.17 Unrealized +47.1%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $658 Shares 7,300 Est. Cost $56.85 Unrealized +35.4%
CSX CSX CORP 0.0%
Value ($000) $649 Shares 18,712 Est. Cost $31.71 Unrealized -2.7%
BSX BOSTON SCIENTIFIC CORPORATION 0.0%
Value ($000) $646 Shares 11,181 Est. Cost $30.89 Unrealized +72.8%
ALV AUTOLIV INC 0.0%
Value ($000) $642 Shares 5,825 Est. Cost $46.14 Unrealized +105.3%
ETN EATON CORPORATION 0.0%
Value ($000) $639 Shares 2,654 Est. Cost $121.47 Unrealized +77.4%
DFAC DIMENSIONAL US CORE EQUITY 2 E 0.0%
Value ($000) $630 Shares 21,537 Est. Cost $26.99 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $602 Shares 10,487 Est. Cost $20.33 Unrealized +153.6%
QUAL ISHARE EDGE MSCI USA QUALITY F 0.0%
Value ($000) $565 Shares 3,840 Est. Cost $69.18 Unrealized
IBM INTL BUSINESS MACHINES CORP 0.0%
Value ($000) $547 Shares 3,347 Est. Cost $116.53 Unrealized +21.4%
ST SENSATA TECHNOLOGIES HOLDING 0.0%
Value ($000) $545 Shares 14,501 Est. Cost $53.98 Unrealized -36.0%
CRM SALESFORCE INC 0.0%
Value ($000) $543 Shares 2,063 Est. Cost $171.78 Unrealized +30.2%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $538 Shares 1,724 Est. Cost $229.33 Unrealized +15.1%
HCA HCA HOLDINGS INC 0.0%
Value ($000) $479 Shares 1,768 Est. Cost $248.02 Unrealized -2.0%
PLD PROLOGIES INC 0.0%
Value ($000) $474 Shares 3,558 Est. Cost $112.23 Unrealized -5.9%
VEU VANGUARD FTSE ALL WORLD EX-US 0.0%
Value ($000) $469 Shares 8,355 Est. Cost $49.17 Unrealized
SCHW SCHWAB (CHARLES) CORP 0.0%
Value ($000) $458 Shares 6,655 Est. Cost $51.42 Unrealized +9.1%
UNILEVER PLC-SPONSORED ADR 0.0%
Value ($000) $455 Shares 9,379 Est. Cost $51.72 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $452 Shares 1,110 Est. Cost $122.38 Unrealized +201.9%
VT VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $435 Shares 4,225 Est. Cost $67.63 Unrealized
WAB WABTEC CORP 0.0%
Value ($000) $412 Shares 3,243 Est. Cost $79.07 Unrealized +41.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $400 Shares 4,522 Est. Cost $93.23 Unrealized
XYL XYLEM INC 0.0%
Value ($000) $391 Shares 3,418 Est. Cost $77.74 Unrealized +25.3%
TRV TRAVELERS COS INC 0.0%
Value ($000) $386 Shares 2,028 Est. Cost $102.27 Unrealized +63.0%
VEA VANGUARD FTSE DEVELOPED ETF 0.0%
Value ($000) $378 Shares 7,891 Est. Cost $42.40 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $377 Shares 761 Est. Cost $21.62 Unrealized +114.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $376 Shares 4,198 Est. Cost $49.59 Unrealized +61.8%
CSL CARLISLE COMPANIES INCORPORATE 0.0%
Value ($000) $375 Shares 1,200 Est. Cost $176.54 Unrealized +52.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $372 Shares 964 Est. Cost $323.64 Unrealized -1.8%
CAT CATERPILLAR INC. 0.0%
Value ($000) $365 Shares 1,234 Est. Cost $213.76 Unrealized +17.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $364 Shares 5,400 Est. Cost $39.63 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $359 Shares 1,471 Est. Cost $173.56 Unrealized +23.6%
NOW SERVICENOW INC 0.0%
Value ($000) $353 Shares 499 Est. Cost $95.32 Unrealized +32.2%
HIG HARTFORD FINANCIAL SERVCS GROU 0.0%
Value ($000) $352 Shares 4,377 Est. Cost $54.13 Unrealized +33.9%
QQQ INVESCO QQQ ETF 0.0%
Value ($000) $343 Shares 837 Est. Cost $235.21 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $341 Shares 5,545 Est. Cost $194.52 Unrealized -70.6%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $330 Shares 2,500 Est. Cost $134.83 Unrealized -11.0%
IJR ISHARES CORE S&P SMALLCAP ETF 0.0%
Value ($000) $328 Shares 3,033 Est. Cost $114.41 Unrealized
BEN FRANKLIN RES INC 0.0%
Value ($000) $328 Shares 11,000 Est. Cost $27.34 Unrealized -19.6%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.0%
Value ($000) $327 Shares 645 Est. Cost $442.79 Unrealized
T AT & T INC 0.0%
Value ($000) $316 Shares 18,839 Est. Cost $13.15 Unrealized +8.1%
WM WASTE MGMT INC 0.0%
Value ($000) $312 Shares 1,743 Est. Cost $78.62 Unrealized +106.6%
IJH ISHARES S&P MIDCAP 400 0.0%
Value ($000) $304 Shares 1,098 Est. Cost $283.24 Unrealized
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $303 Shares 7,500 Est. Cost $23.42 Unrealized +41.8%
STZ CONSTELLATION BRANDS INC-A 0.0%
Value ($000) $290 Shares 1,200 Est. Cost $217.42 Unrealized +4.8%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $283 Shares 2,918 Est. Cost $65.79 Unrealized +27.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $282 Shares 7,645 Est. Cost $40.89 Unrealized -31.0%
NICE NICE LTD 0.0%
Value ($000) $275 Shares 1,380 Est. Cost $136.98 Unrealized
CDW CDW CORP 0.0%
Value ($000) $275 Shares 1,211 Est. Cost $174.21 Unrealized +18.3%
PAA PLAINS ALL AMER PIPELINE LP 0.0%
Value ($000) $273 Shares 18,000 Est. Cost $11.37 Unrealized
CMA COMERICA INC 0.0%
Value ($000) $254 Shares 4,550 Est. Cost $40.68 Unrealized 0.0%
VGT VANGUARD INFO TECH ETF 0.0%
Value ($000) $249 Shares 515 Est. Cost $442.16 Unrealized
LRGF ISHARES MSCI USA MULTIFACTOR E 0.0%
Value ($000) $247 Shares 5,120 Est. Cost $41.44 Unrealized
SHEL SHELL PLC 0.0%
Value ($000) $247 Shares 3,748 Est. Cost $56.95 Unrealized
SCHF SCHWAB INTL EQUITY ETF 0.0%
Value ($000) $245 Shares 6,636 Est. Cost $32.21 Unrealized
AIG AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $237 Shares 3,500 Est. Cost $54.69 Unrealized +11.2%
MS MORGAN STANLEY 0.0%
Value ($000) $226 Shares 2,423 Est. Cost $74.81 Unrealized 0.0%
CTAS CINTAS CORPORATION 0.0%
Value ($000) $221 Shares 366 Est. Cost $131.70 Unrealized 0.0%
BRKR BRUKER CORP 0.0%
Value ($000) $220 Shares 3,000 Est. Cost $63.54 Unrealized 0.0%
INGR INGREDION INC 0.0%
Value ($000) $220 Shares 2,027 Est. Cost $100.33 Unrealized 0.0%
VFC V F CORP 0.0%
Value ($000) $219 Shares 11,660 Est. Cost $55.75 Unrealized -69.2%
GM GENERAL MOTORS CO 0.0%
Value ($000) $219 Shares 6,100 Est. Cost $36.67 Unrealized -17.5%
USMV ISHARES MSCI USA MIN VOL 0.0%
Value ($000) $216 Shares 2,767 Est. Cost $74.33 Unrealized
BK THE BANK OF NEW YORK MELLON CO 0.0%
Value ($000) $215 Shares 4,136 Est. Cost $43.67 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $212 Shares 2,099 Est. Cost $100.91 Unrealized
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $212 Shares 4,322 Est. Cost $43.00 Unrealized 0.0%
CI CIGNA GROUP 0.0%
Value ($000) $212 Shares 707 Est. Cost $280.77 Unrealized 0.0%
IEMG ISHARE CORE MSCI EMERGING MARK 0.0%
Value ($000) $209 Shares 4,140 Est. Cost $50.58 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $207 Shares 3,347 Est. Cost $55.51 Unrealized 0.0%
TRMB TRIMBLE NAVIGATION LTD 0.0%
Value ($000) $203 Shares 3,825 Est. Cost $67.26 Unrealized -29.1%
EFX EQUIFAX INC 0.0%
Value ($000) $202 Shares 816 Est. Cost $199.85 Unrealized 0.0%
BROOKLINE BANCORP INC 0.0%
Value ($000) $158 Shares 14,500 Est. Cost $13.44 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $136 Shares 11,124 Est. Cost $11.09 Unrealized -13.2%