OAK RIDGE INVESTMENTS LLC Diversified Active

CIK: 0001054554 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 7, 2019

Total Value ($000): $1,329,315 (100.0% shares, 0.0% debt)

Holdings (171)

AAPL APPLE INC COM 3.7%
Value ($000) $49,701 Shares 221,907 Est. Cost $20.58 Unrealized +144.0%
MSFT MICROSOFT CORP COM 3.6%
Value ($000) $47,665 Shares 342,840 Est. Cost $47.60 Unrealized +172.9%
AMZN AMAZON COM INC COM 2.5%
Value ($000) $32,920 Shares 18,964 Est. Cost $20.84 Unrealized +344.9%
EPAM EPAM SYS INC COM 2.0%
Value ($000) $27,135 Shares 148,828 Est. Cost $34.66 Unrealized +443.2%
WCN WASTE CONNECTIONS INC COM 1.8%
Value ($000) $23,467 Shares 255,079 Est. Cost $47.11 Unrealized +87.8%
META FACEBOOK INC CL A 1.7%
Value ($000) $22,145 Shares 124,355 Est. Cost $138.02 Unrealized +36.8%
WEX WEX INC COM 1.5%
Value ($000) $20,098 Shares 99,458 Est. Cost $78.61 Unrealized +163.5%
GOOG ALPHABET INC CAP STK CL C 1.5%
Value ($000) $19,988 Shares 16,397 Est. Cost $33.11 Unrealized +77.4%
ORSIX NORTH SQUARE DYNAMIC SMALL CAP 1.5%
Value ($000) $19,924 Shares 1,627,739 Est. Cost $12.56 Unrealized
V VISA INC COM CL A 1.5%
Value ($000) $19,788 Shares 115,041 Est. Cost $60.76 Unrealized +180.3%
EEFT EURONET WORLDWIDE INC COM 1.5%
Value ($000) $19,678 Shares 134,502 Est. Cost $76.53 Unrealized +102.3%
UNH UNITEDHEALTH GROUP INC COM 1.4%
Value ($000) $19,017 Shares 87,509 Est. Cost $109.95 Unrealized +97.5%
OMCL OMNICELL INC COM 1.4%
Value ($000) $18,980 Shares 262,633 Est. Cost $20.02 Unrealized +266.6%
COST COSTCO WHSL CORP NEW COM 1.4%
Value ($000) $18,916 Shares 65,653 Est. Cost $132.78 Unrealized +93.1%
BURL BURLINGTON STORES INC 1.4%
Value ($000) $18,659 Shares 93,377 Est. Cost $53.42 Unrealized +244.2%
ROST ROSS STORES INC COM 1.4%
Value ($000) $18,528 Shares 168,667 Est. Cost $42.25 Unrealized +134.4%
POOL POOL CORPORATION COM 1.4%
Value ($000) $18,469 Shares 91,569 Est. Cost $65.34 Unrealized +174.7%
FIVE FIVE BELOW INC COM 1.3%
Value ($000) $17,811 Shares 141,240 Est. Cost $43.67 Unrealized +178.1%
SYK STRYKER CORP COM 1.3%
Value ($000) $17,608 Shares 81,405 Est. Cost $128.87 Unrealized +55.3%
NOMD NOMAD FOODS LTD 1.3%
Value ($000) $17,271 Shares 842,461 Est. Cost $18.49 Unrealized +15.3%
YETI YETI HOLDINGS INC 1.3%
Value ($000) $17,079 Shares 609,941 Est. Cost $24.36 Unrealized +24.5%
FIVN FIVE9 INC 1.3%
Value ($000) $16,625 Shares 309,359 Est. Cost $52.37 Unrealized +7.4%
DSGX DESCARTES SYSTEMS GRP 1.2%
Value ($000) $16,143 Shares 400,479 Est. Cost $30.24 Unrealized +22.4%
CWST CASELLA WASTE SYSTEMS INC 1.2%
Value ($000) $15,971 Shares 371,932 Est. Cost $32.64 Unrealized +32.6%
GMED GLOBUS MED INC CL A 1.2%
Value ($000) $15,879 Shares 310,617 Est. Cost $18.86 Unrealized +152.5%
ADVANCED DISPOSAL SERVICES 1.2%
Value ($000) $15,557 Shares 477,641 Est. Cost $24.12 Unrealized
ECL ECOLAB INC COM 1.2%
Value ($000) $15,313 Shares 77,322 Est. Cost $82.43 Unrealized +127.1%
ANSYS INC COM 1.1%
Value ($000) $15,022 Shares 67,864 Est. Cost $82.17 Unrealized
MA MASTERCARD INCORPORATED CL A 1.1%
Value ($000) $14,629 Shares 53,868 Est. Cost $255.17 Unrealized +4.3%
PODD INSULET CORP 1.1%
Value ($000) $14,562 Shares 88,293 Est. Cost $93.32 Unrealized +50.6%
CNMD CONMED CORP COM 1.1%
Value ($000) $14,511 Shares 150,928 Est. Cost $81.11 Unrealized +9.4%
GOOGL ALPHABET INC CAP STK CL A 1.1%
Value ($000) $14,377 Shares 11,773 Est. Cost $34.30 Unrealized +71.3%
KO COCA-COLA CO 1.1%
Value ($000) $14,304 Shares 262,752 Est. Cost $35.76 Unrealized +22.9%
OLLI OLLIES BARGAIN OUTLT HLDGS INC 1.1%
Value ($000) $14,047 Shares 239,541 Est. Cost $27.53 Unrealized +172.4%
SAGE THERAPEUTICS INC 1.1%
Value ($000) $14,011 Shares 99,868 Est. Cost $53.61 Unrealized
NORTH SQUARE OAK RIDGE DISCIPL 1.0%
Value ($000) $13,783 Shares 934,881 Est. Cost $14.73 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 1.0%
Value ($000) $13,688 Shares 148,343 Est. Cost $46.79 Unrealized +79.7%
SAIA INC 1.0%
Value ($000) $13,590 Shares 145,037 Est. Cost $74.19 Unrealized
ENVESTNET INC COM 1.0%
Value ($000) $13,477 Shares 237,681 Est. Cost $36.72 Unrealized
LHC GROUP INC COM 1.0%
Value ($000) $13,443 Shares 118,377 Est. Cost $110.86 Unrealized
CUBIC CORPORATION 1.0%
Value ($000) $13,258 Shares 188,254 Est. Cost $66.17 Unrealized
TDG TRANSDIGM GROUP INC COM 1.0%
Value ($000) $13,030 Shares 25,025 Est. Cost $95.11 Unrealized +312.2%
DHR DANAHER CORP DEL COM 1.0%
Value ($000) $12,865 Shares 89,070 Est. Cost $32.55 Unrealized +273.9%
AME AMETEK INC NEW COM 0.9%
Value ($000) $12,544 Shares 136,607 Est. Cost $41.88 Unrealized +101.9%
ORDNX NORTH SQUARE OAK RIDGE DIVIDEN 0.9%
Value ($000) $12,483 Shares 711,119 Est. Cost $17.25 Unrealized
LLY LILLY ELI & CO COM 0.9%
Value ($000) $12,083 Shares 108,051 Est. Cost $69.66 Unrealized +47.5%
LFUS LITTELFUSE INC COM 0.9%
Value ($000) $11,582 Shares 65,320 Est. Cost $158.63 Unrealized +6.6%
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $11,218 Shares 248,850 Est. Cost $30.10 Unrealized +24.6%
BFAM BRIGHT HORIZONS FAM SOL IN DEL 0.8%
Value ($000) $11,123 Shares 72,936 Est. Cost $65.17 Unrealized +140.0%
VFC V F CORP COM 0.8%
Value ($000) $11,098 Shares 124,713 Est. Cost $51.84 Unrealized +64.8%
PERFICIENT INC 0.8%
Value ($000) $10,806 Shares 280,094 Est. Cost $22.32 Unrealized
RBC RBC BEARINGS INCORPORATED 0.8%
Value ($000) $10,672 Shares 64,321 Est. Cost $159.90 Unrealized +1.1%
ABCB AMERIS BANCORP COM 0.8%
Value ($000) $10,520 Shares 261,452 Est. Cost $38.25 Unrealized -10.5%
JBTM JOHN BEAN TECHNOLOGIES CORP CO 0.8%
Value ($000) $10,491 Shares 105,507 Est. Cost $100.25 Unrealized +7.4%
CRM SALESFORCE COM INC COM 0.8%
Value ($000) $10,199 Shares 68,704 Est. Cost $87.93 Unrealized +70.8%
TRNO TERRENO REALTY CORP 0.8%
Value ($000) $10,156 Shares 198,787 Est. Cost $36.18 Unrealized
HORIZON THERAPEUTICS PLC 0.8%
Value ($000) $10,100 Shares 370,912 Est. Cost $24.06 Unrealized
VRSK VERISK ANALYTICS INC 0.8%
Value ($000) $9,987 Shares 63,148 Est. Cost $66.17 Unrealized +125.0%
NEO NEOGENOMICS INS 0.7%
Value ($000) $9,875 Shares 516,502 Est. Cost $21.94 Unrealized +6.9%
YUM YUM BRANDS INC COM 0.7%
Value ($000) $9,756 Shares 86,014 Est. Cost $64.74 Unrealized +56.8%
UPLD UPLAND SOFTWARE INC 0.7%
Value ($000) $9,516 Shares 272,966 Est. Cost $44.37 Unrealized -6.4%
CSCO CISCO SYS INC COM 0.7%
Value ($000) $9,289 Shares 188,006 Est. Cost $38.49 Unrealized +11.2%
AEO AMERICAN EAGLE OUTFITTERS NEW 0.7%
Value ($000) $9,160 Shares 564,698 Est. Cost $13.84 Unrealized +2.2%
SLAB SILICON LABORATORIES COM 0.7%
Value ($000) $9,034 Shares 81,131 Est. Cost $44.20 Unrealized +145.0%
NSP INSPERITY INC 0.7%
Value ($000) $8,792 Shares 89,147 Est. Cost $100.95 Unrealized -9.7%
RPD RAPID7 INC 0.7%
Value ($000) $8,760 Shares 192,999 Est. Cost $42.80 Unrealized +31.3%
PINNACLE FINANCIAL PARTNERS 0.6%
Value ($000) $8,384 Shares 147,736 Est. Cost $65.48 Unrealized
WELBILT INC COM 0.6%
Value ($000) $8,287 Shares 491,541 Est. Cost $19.46 Unrealized
ARROWHEAD PHARMACEUTICALS INC 0.6%
Value ($000) $8,133 Shares 288,584 Est. Cost $19.17 Unrealized
FTV FORTIVE CORP COM 0.6%
Value ($000) $7,881 Shares 114,948 Est. Cost $35.90 Unrealized +25.0%
SITE SITEONE LANDSCAPE SUPPLY 0.6%
Value ($000) $7,858 Shares 106,172 Est. Cost $79.11 Unrealized -7.2%
LGND LIGAND PHARMACEUTICALS INC COM 0.6%
Value ($000) $7,812 Shares 78,487 Est. Cost $49.93 Unrealized +25.7%
PEN PENUMBRA INC COM 0.6%
Value ($000) $7,703 Shares 57,275 Est. Cost $102.26 Unrealized +51.3%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $7,545 Shares 72,843 Est. Cost $72.14 Unrealized +52.3%
SPROUTS FARMERS MARKET INC 0.6%
Value ($000) $7,509 Shares 388,246 Est. Cost $22.97 Unrealized
FIDELITY NATIONAL INFORMATION 0.6%
Value ($000) $7,377 Shares 55,569 Est. Cost $93.38 Unrealized
EYE NATIONAL VISION HOLDINGS INC 0.5%
Value ($000) $6,964 Shares 289,321 Est. Cost $29.13 Unrealized 0.0%
LKQ LKQ CORP COM 0.5%
Value ($000) $6,951 Shares 221,003 Est. Cost $23.49 Unrealized +4.6%
UNILEVER PLC 0.5%
Value ($000) $6,700 Shares 111,482 Est. Cost $55.79 Unrealized
EQUINIX INC 0.5%
Value ($000) $6,557 Shares 11,368 Est. Cost $576.79 Unrealized
INTU INTUIT COM 0.5%
Value ($000) $6,261 Shares 23,543 Est. Cost $264.00 Unrealized 0.0%
PCRX PACIRA BIOSCIENCES INC 0.5%
Value ($000) $6,180 Shares 162,323 Est. Cost $71.14 Unrealized -43.9%
ABT ABBOTT LABS COM 0.5%
Value ($000) $6,147 Shares 73,462 Est. Cost $66.10 Unrealized +15.1%
AVGO BROADCOM INC 0.5%
Value ($000) $6,015 Shares 21,787 Est. Cost $20.26 Unrealized +18.6%
MTDR MATADOR RESOURCES CO 0.4%
Value ($000) $5,594 Shares 338,436 Est. Cost $30.22 Unrealized -44.7%
MIMECAST LTD 0.4%
Value ($000) $5,494 Shares 154,030 Est. Cost $35.43 Unrealized
ALEXION PHARMACEUTICALS INC 0.4%
Value ($000) $5,375 Shares 54,876 Est. Cost $142.52 Unrealized
KLAC KLA CORP 0.4%
Value ($000) $5,277 Shares 33,093 Est. Cost $94.52 Unrealized +36.6%
HRTX HERON THERAPEUTICS INC 0.4%
Value ($000) $4,917 Shares 265,804 Est. Cost $21.58 Unrealized -14.7%
HOMB HOME BANCSHARES INC 0.4%
Value ($000) $4,737 Shares 252,021 Est. Cost $23.56 Unrealized -20.7%
ABIOMED INC COM 0.3%
Value ($000) $4,627 Shares 26,005 Est. Cost $112.12 Unrealized
EVERBRIDGE INC 0.3%
Value ($000) $4,528 Shares 73,370 Est. Cost $61.71 Unrealized
ARGX ARGENX SE - ADR 0.3%
Value ($000) $4,454 Shares 39,082 Est. Cost $125.06 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.3%
Value ($000) $4,451 Shares 20,238 Est. Cost $70.25 Unrealized 0.0%
FTNT FORTINET INC COM 0.3%
Value ($000) $4,398 Shares 57,305 Est. Cost $5.69 Unrealized +185.0%
BLUEPRINT MEDICINES CORP 0.3%
Value ($000) $4,126 Shares 56,154 Est. Cost $86.54 Unrealized
NOW SERVICENOW INC 0.3%
Value ($000) $4,095 Shares 16,130 Est. Cost $53.55 Unrealized +1.5%
KURA KURA ONCOLOGY INC 0.3%
Value ($000) $3,925 Shares 258,755 Est. Cost $17.80 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS COM 0.3%
Value ($000) $3,851 Shares 22,731 Est. Cost $184.51 Unrealized -4.1%
DLTH DULUTH HOLDINGS INC - CL B 0.3%
Value ($000) $3,715 Shares 437,995 Est. Cost $20.11 Unrealized -45.6%
NORTH SQUARE GLOBAL RESOURCE F 0.3%
Value ($000) $3,380 Shares 317,019 Est. Cost $11.35 Unrealized
SUPN SUPERNUS PHARMACEUTICALS INC 0.3%
Value ($000) $3,339 Shares 121,504 Est. Cost $41.96 Unrealized -29.4%
EOG EOG RES INC COM 0.2%
Value ($000) $3,248 Shares 43,751 Est. Cost $76.39 Unrealized -19.5%
CDXS CODEXIS INC 0.2%
Value ($000) $3,211 Shares 234,057 Est. Cost $17.26 Unrealized -8.9%
PARTY CITY HOLDCO INC 0.2%
Value ($000) $2,791 Shares 488,832 Est. Cost $9.91 Unrealized
SRPT SAREPTA THERAPEUTICS INC 0.2%
Value ($000) $2,703 Shares 35,882 Est. Cost $39.97 Unrealized +195.5%
BRAMSHILL INCOME PERF-INST 0.2%
Value ($000) $2,652 Shares 264,966 Est. Cost $9.87 Unrealized
INCY INCYTE CORP COM 0.2%
Value ($000) $2,590 Shares 34,893 Est. Cost $103.22 Unrealized -21.7%
RETROPHIN INC COM 0.2%
Value ($000) $2,507 Shares 216,294 Est. Cost $19.16 Unrealized
NFLX NETFLIX INC 0.2%
Value ($000) $2,354 Shares 8,794 Est. Cost $19.26 Unrealized +62.5%
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $1,809 Shares 11,376 Est. Cost $78.21 Unrealized +98.7%
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,754 Shares 7,562 Est. Cost $68.24 Unrealized +174.2%
SSTI SHOTSPOTTER INC 0.1%
Value ($000) $1,577 Shares 68,461 Est. Cost $42.97 Unrealized -24.6%
VXF VANGUARD EXTENDED MKT ETF 0.1%
Value ($000) $1,555 Shares 13,369 Est. Cost $118.00 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1,549 Shares 20,310 Est. Cost $50.59 Unrealized +28.5%
EVH EVOLENT HEALTH INC - A 0.1%
Value ($000) $1,538 Shares 213,891 Est. Cost $23.37 Unrealized -69.3%
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.1%
Value ($000) $1,527 Shares 12,186 Est. Cost $122.37 Unrealized +2.0%
TRU TRANSUNION 0.1%
Value ($000) $1,437 Shares 17,719 Est. Cost $45.69 Unrealized +70.8%
CDW CDW CORP 0.1%
Value ($000) $1,362 Shares 11,048 Est. Cost $57.79 Unrealized +83.7%
TFX TELEFLEX INC 0.1%
Value ($000) $1,355 Shares 3,987 Est. Cost $192.87 Unrealized +74.1%
DUNKIN BRANDS GROUP INC COM 0.1%
Value ($000) $1,229 Shares 15,490 Est. Cost $51.33 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $1,228 Shares 5,924 Est. Cost $125.89 Unrealized +43.7%
IUSG ISHARES TR CORE S&P US ETF 0.1%
Value ($000) $1,226 Shares 19,496 Est. Cost $56.38 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS P 0.1%
Value ($000) $1,182 Shares 21,322 Est. Cost $30.62 Unrealized +51.3%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $1,142 Shares 9,703 Est. Cost $63.67 Unrealized +49.3%
IT GARTNER INC COM 0.1%
Value ($000) $1,112 Shares 7,779 Est. Cost $73.43 Unrealized +98.0%
HILTON WORLDWIDE HOLDINGS 0.1%
Value ($000) $1,044 Shares 11,210 Est. Cost $69.44 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $1,041 Shares 10,053 Est. Cost $62.17 Unrealized +64.2%
PROOFPOINT INC 0.1%
Value ($000) $1,031 Shares 7,991 Est. Cost $115.55 Unrealized
YUM CHINA HOLDINGS INC 0.1%
Value ($000) $1,015 Shares 22,347 Est. Cost $46.21 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $1,000 Shares 7,677 Est. Cost $93.56 Unrealized +43.5%
MARVELL TECHNOLOGY GRP LTD 0.1%
Value ($000) $993 Shares 39,787 Est. Cost $19.31 Unrealized
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $973 Shares 10,080 Est. Cost $11.74 Unrealized +84.6%
ODFL OLD DOMINION FGHT LINES INC CO 0.1%
Value ($000) $941 Shares 5,539 Est. Cost $26.48 Unrealized +99.1%
COOPER COS INC COM NEW 0.1%
Value ($000) $930 Shares 3,131 Est. Cost $190.45 Unrealized
BX BLACKSTONE GROUP INC 0.1%
Value ($000) $921 Shares 18,861 Est. Cost $31.77 Unrealized +23.5%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $876 Shares 5,424 Est. Cost $90.94 Unrealized +58.3%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $851 Shares 7,406 Est. Cost $78.27 Unrealized +34.3%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $841 Shares 4,362 Est. Cost $192.80 Unrealized
REALPAGE INC 0.1%
Value ($000) $837 Shares 13,318 Est. Cost $60.69 Unrealized
WAL WESTERN ALLIANCE BANCORP 0.1%
Value ($000) $803 Shares 17,433 Est. Cost $41.00 Unrealized -4.2%
SSNC SS&C TECHNOLOGIES INC 0.1%
Value ($000) $802 Shares 15,545 Est. Cost $50.62 Unrealized +1.0%
TGT TARGET CORPORATION 0.1%
Value ($000) $799 Shares 7,470 Est. Cost $80.37 Unrealized 0.0%
CME CME GROUP INC COM 0.1%
Value ($000) $793 Shares 3,749 Est. Cost $94.73 Unrealized +73.5%
BLACKROCK INC COM 0.1%
Value ($000) $790 Shares 1,772 Est. Cost $401.24 Unrealized
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $762 Shares 5,041 Est. Cost $93.55 Unrealized +42.9%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $759 Shares 1,381 Est. Cost $106.50 Unrealized +51.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $731 Shares 35,437 Est. Cost $15.87 Unrealized -11.3%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $697 Shares 1,175 Est. Cost $51.11 Unrealized +17.1%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $693 Shares 7,711 Est. Cost $65.49 Unrealized +18.2%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $692 Shares 3,304 Est. Cost $159.22 Unrealized +43.8%
SWK STANLEY BLACK DECKER, INC 0.1%
Value ($000) $686 Shares 4,755 Est. Cost $101.52 Unrealized +14.9%
BA BOEING CO COM 0.0%
Value ($000) $664 Shares 1,747 Est. Cost $208.27 Unrealized +69.2%
BCO BRINKS CO COM 0.0%
Value ($000) $640 Shares 7,719 Est. Cost $69.60 Unrealized +11.3%
LII LENNOX INTL INC COM 0.0%
Value ($000) $622 Shares 2,560 Est. Cost $122.34 Unrealized +94.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $607 Shares 2,402 Est. Cost $220.32 Unrealized +1.5%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $591 Shares 9,795 Est. Cost $30.72 Unrealized +31.7%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $579 Shares 6,666 Est. Cost $83.61 Unrealized
SPLUNK INC 0.0%
Value ($000) $570 Shares 4,835 Est. Cost $117.89 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $561 Shares 668 Est. Cost $6.46 Unrealized +147.0%
WAVLX WAVELENGTH INTEREST RATE NEUTR 0.0%
Value ($000) $533 Shares 50,606 Est. Cost $10.01 Unrealized
EXAS EXACT SCIENCES 0.0%
Value ($000) $494 Shares 5,470 Est. Cost $113.94 Unrealized 0.0%
LINDE PLC 0.0%
Value ($000) $494 Shares 2,549 Est. Cost $170.36 Unrealized
DXCM DEXCOM INC 0.0%
Value ($000) $469 Shares 3,145 Est. Cost $31.00 Unrealized +25.3%
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $460 Shares 10,992 Est. Cost $48.42 Unrealized -23.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $458 Shares 3,858 Est. Cost $82.95 Unrealized +10.4%
SF STIFEL FINL CORP COM 0.0%
Value ($000) $450 Shares 7,838 Est. Cost $24.83 Unrealized +36.9%
ABBV ABBVIE INC 0.0%
Value ($000) $413 Shares 5,455 Est. Cost $78.53 Unrealized -33.0%
CCL CARNIVAL CORP NEW 0.0%
Value ($000) $374 Shares 8,555 Est. Cost $50.58 Unrealized -11.4%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $353 Shares 4,998 Est. Cost $54.36 Unrealized -1.1%
PTC PTC INC 0.0%
Value ($000) $321 Shares 4,704 Est. Cost $96.38 Unrealized -24.2%