OAK RIDGE INVESTMENTS LLC Diversified Active

CIK: 0001054554 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $976,778 (100.0% shares, 0.0% debt)

Holdings (166)

AAPL APPLE INC COM 5.1%
Value ($000) $49,377 Shares 194,173 Est. Cost $20.58 Unrealized +245.3%
MSFT MICROSOFT CORP COM 4.8%
Value ($000) $47,217 Shares 299,394 Est. Cost $47.60 Unrealized +228.4%
AMZN AMAZON COM INC COM 3.4%
Value ($000) $32,925 Shares 16,887 Est. Cost $20.84 Unrealized +364.4%
META FACEBOOK INC CL A 2.1%
Value ($000) $20,522 Shares 123,033 Est. Cost $142.10 Unrealized +36.8%
EPAM EPAM SYS INC COM 2.0%
Value ($000) $19,988 Shares 107,663 Est. Cost $34.66 Unrealized +523.0%
FIVN FIVE9 INC COM 2.0%
Value ($000) $19,389 Shares 253,595 Est. Cost $52.37 Unrealized +36.1%
WCN WASTE CONNECTIONS INC COM 1.8%
Value ($000) $17,450 Shares 225,157 Est. Cost $47.11 Unrealized +91.5%
GOOG ALPHABET INC CAP STK CL C 1.7%
Value ($000) $16,979 Shares 14,602 Est. Cost $33.11 Unrealized +103.4%
COST COSTCO WHSL CORP NEW COM 1.7%
Value ($000) $16,391 Shares 57,485 Est. Cost $132.78 Unrealized +109.2%
V VISA INC COM CL A 1.6%
Value ($000) $15,843 Shares 98,334 Est. Cost $60.76 Unrealized +197.4%
POOL POOL CORPORATION COM 1.5%
Value ($000) $14,734 Shares 74,882 Est. Cost $65.34 Unrealized +204.8%
UNH UNITEDHEALTH GROUP INC COM 1.5%
Value ($000) $14,265 Shares 57,201 Est. Cost $109.95 Unrealized +127.1%
ANSYS INC COM 1.4%
Value ($000) $13,668 Shares 58,796 Est. Cost $82.17 Unrealized
LHC GROUP INC COM 1.4%
Value ($000) $13,589 Shares 96,930 Est. Cost $110.86 Unrealized
OMCL OMNICELL INC COM 1.4%
Value ($000) $13,558 Shares 206,751 Est. Cost $20.02 Unrealized +298.0%
LLY LILLY ELI & CO COM 1.3%
Value ($000) $13,002 Shares 93,728 Est. Cost $69.66 Unrealized +84.0%
NEO NEOGENOMICS INC COM NEW 1.3%
Value ($000) $12,970 Shares 469,766 Est. Cost $22.02 Unrealized +36.0%
ROST ROSS STORES INC COM 1.3%
Value ($000) $12,715 Shares 146,196 Est. Cost $42.25 Unrealized +138.4%
NOMD NOMAD FOODS LTD USD ORD SHS 1.3%
Value ($000) $12,308 Shares 663,184 Est. Cost $18.49 Unrealized +5.2%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $12,252 Shares 10,545 Est. Cost $34.30 Unrealized +96.1%
ADVANCED DISP SVCS INC DEL COM 1.3%
Value ($000) $12,237 Shares 373,073 Est. Cost $24.12 Unrealized
ORSIX NORTH SQUARE DYNAMIC SMALL CAP 1.2%
Value ($000) $12,048 Shares 1,275,860 Est. Cost $12.56 Unrealized
CWST CASELLA WASTE SYS INC CL A 1.2%
Value ($000) $11,747 Shares 300,734 Est. Cost $32.64 Unrealized +48.6%
MA MASTERCARD INC CL A 1.1%
Value ($000) $10,857 Shares 44,943 Est. Cost $255.17 Unrealized +12.8%
DHR DANAHER CORPORATION COM 1.1%
Value ($000) $10,757 Shares 77,718 Est. Cost $32.55 Unrealized +303.4%
ECL ECOLAB INC COM 1.1%
Value ($000) $10,527 Shares 67,553 Est. Cost $82.43 Unrealized +113.9%
ICE INTERCONTINENTAL EXCHANGE INC 1.1%
Value ($000) $10,390 Shares 128,677 Est. Cost $46.79 Unrealized +79.5%
TRNO TERRENO RLTY CORP COM 1.1%
Value ($000) $10,349 Shares 199,976 Est. Cost $37.50 Unrealized
ENVESTNET INC COM 1.0%
Value ($000) $10,222 Shares 190,059 Est. Cost $36.72 Unrealized
KO COCA COLA CO COM 1.0%
Value ($000) $10,043 Shares 226,955 Est. Cost $35.76 Unrealized +25.8%
HORIZON THERAPEUTICS PLC 1.0%
Value ($000) $9,830 Shares 331,852 Est. Cost $24.06 Unrealized
NORTH SQUARE OAK RIDGE DISCIPL 1.0%
Value ($000) $9,753 Shares 725,126 Est. Cost $14.73 Unrealized
BURL BURLINGTON STORES INC 1.0%
Value ($000) $9,642 Shares 60,847 Est. Cost $53.42 Unrealized +294.1%
YETI YETI HLDGS INC COM 1.0%
Value ($000) $9,445 Shares 483,862 Est. Cost $24.36 Unrealized +21.7%
EEFT EURONET WORLDWIDE INC COM 0.9%
Value ($000) $9,215 Shares 107,501 Est. Cost $76.53 Unrealized +73.1%
OLLI OLLIES BARGAIN OUTLT HLDGS INC 0.9%
Value ($000) $9,164 Shares 197,742 Est. Cost $27.53 Unrealized +86.3%
ORDNX NORTH SQUARE OAK RIDGE DIVIDEN 0.9%
Value ($000) $9,108 Shares 604,682 Est. Cost $17.25 Unrealized
CRM SALESFORCE COM INC COM 0.9%
Value ($000) $8,694 Shares 60,388 Est. Cost $87.93 Unrealized +92.7%
AME AMETEK INC COM 0.9%
Value ($000) $8,534 Shares 118,496 Est. Cost $41.88 Unrealized +107.0%
EVERBRIDGE INC COM 0.9%
Value ($000) $8,470 Shares 79,636 Est. Cost $67.31 Unrealized
WEX WEX INC COM 0.9%
Value ($000) $8,315 Shares 79,529 Est. Cost $78.61 Unrealized +137.5%
BJ BJS WHSL CLUB HLDGS INC COM 0.8%
Value ($000) $7,740 Shares 303,898 Est. Cost $22.48 Unrealized 0.0%
VRSK VERISK ANALYTICS INC COM 0.8%
Value ($000) $7,683 Shares 55,117 Est. Cost $66.17 Unrealized +128.0%
PEN PENUMBRA INC COM 0.8%
Value ($000) $7,485 Shares 46,396 Est. Cost $102.26 Unrealized +64.8%
GO GROCERY OUTLET HOLDING CORP 0.8%
Value ($000) $7,473 Shares 217,624 Est. Cost $32.54 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $7,437 Shares 216,302 Est. Cost $30.10 Unrealized +19.8%
MRCY MERCURY SYS INC COM 0.7%
Value ($000) $7,230 Shares 101,352 Est. Cost $73.38 Unrealized +3.3%
DSGX DESCARTES SYS GROUP INC COM 0.7%
Value ($000) $7,143 Shares 207,695 Est. Cost $30.24 Unrealized +37.5%
SYK STRYKER CORP COM 0.7%
Value ($000) $7,114 Shares 42,734 Est. Cost $128.87 Unrealized +42.2%
TDG TRANSDIGM GROUP INC COM 0.7%
Value ($000) $6,975 Shares 21,783 Est. Cost $95.11 Unrealized +376.0%
LFUS LITTELFUSE INC COM 0.7%
Value ($000) $6,882 Shares 51,585 Est. Cost $158.63 Unrealized +5.5%
CNMD CONMED CORP COM 0.7%
Value ($000) $6,725 Shares 117,422 Est. Cost $81.11 Unrealized +7.9%
NVDA NVIDIA CORP COM 0.7%
Value ($000) $6,713 Shares 25,469 Est. Cost $5.18 Unrealized +21.4%
LIVONGO HEALTH INC 0.7%
Value ($000) $6,519 Shares 228,501 Est. Cost $28.53 Unrealized
INSP INSPIRE MED SYS INC COM 0.7%
Value ($000) $6,455 Shares 107,080 Est. Cost $64.28 Unrealized +15.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $6,410 Shares 115,002 Est. Cost $48.58 Unrealized 0.0%
EQIX EQUINIX INC COM 0.7%
Value ($000) $6,354 Shares 10,173 Est. Cost $536.14 Unrealized 0.0%
FTDR FRONTDOOR INC COM 0.6%
Value ($000) $6,274 Shares 180,366 Est. Cost $46.84 Unrealized -9.1%
SITE SITEONE LANDSCAPE SUPPLY 0.6%
Value ($000) $6,267 Shares 85,127 Est. Cost $79.11 Unrealized +15.6%
JBTM JOHN BEAN TECHNOLOGIES CORP CO 0.6%
Value ($000) $6,259 Shares 84,278 Est. Cost $100.25 Unrealized -2.3%
UPLD UPLAND SOFTWARE INC COM 0.6%
Value ($000) $6,176 Shares 230,292 Est. Cost $44.37 Unrealized -18.5%
CUBIC CORP COM 0.6%
Value ($000) $6,164 Shares 149,193 Est. Cost $66.17 Unrealized
PYPL PAYPAL HLDGS INC COM 0.6%
Value ($000) $6,106 Shares 63,778 Est. Cost $72.14 Unrealized +52.7%
PERFICIENT INC COM 0.6%
Value ($000) $6,080 Shares 224,443 Est. Cost $22.32 Unrealized
PODD INSULET CORP COM 0.6%
Value ($000) $5,898 Shares 35,600 Est. Cost $93.32 Unrealized +95.8%
FIS FIDELITY NATL INFORMATION SVCS 0.6%
Value ($000) $5,879 Shares 48,331 Est. Cost $123.12 Unrealized 0.0%
VFC V F CORP COM 0.6%
Value ($000) $5,827 Shares 107,751 Est. Cost $51.84 Unrealized +50.3%
RBC RBC BEARINGS INC COM 0.6%
Value ($000) $5,756 Shares 51,027 Est. Cost $159.90 Unrealized -3.2%
QCOM QUALCOMM INC COM 0.6%
Value ($000) $5,661 Shares 83,679 Est. Cost $66.99 Unrealized +7.4%
FIVE FIVE BELOW INC COM 0.6%
Value ($000) $5,573 Shares 79,173 Est. Cost $43.67 Unrealized +133.0%
EYE NATIONAL VISION HOLDINGS INC 0.6%
Value ($000) $5,519 Shares 284,212 Est. Cost $29.28 Unrealized +6.3%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.5%
Value ($000) $5,340 Shares 299,674 Est. Cost $17.82 Unrealized
SAIA SAIA INC COM 0.5%
Value ($000) $5,338 Shares 72,588 Est. Cost $87.66 Unrealized 0.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.5%
Value ($000) $5,147 Shares 21,630 Est. Cost $184.51 Unrealized +24.3%
COLFAX CORP COM 0.5%
Value ($000) $5,066 Shares 255,871 Est. Cost $36.38 Unrealized
FTV FORTIVE CORP COM 0.5%
Value ($000) $5,066 Shares 91,801 Est. Cost $35.90 Unrealized +18.8%
FTNT FORTINET INC COM 0.5%
Value ($000) $5,059 Shares 50,007 Est. Cost $5.69 Unrealized +276.4%
ABT ABBOTT LABS COM 0.5%
Value ($000) $5,004 Shares 63,420 Est. Cost $66.10 Unrealized +14.0%
UNILEVER PLC SPON ADR NEW 0.5%
Value ($000) $4,849 Shares 95,895 Est. Cost $55.79 Unrealized
AVGO BROADCOM INC COM 0.5%
Value ($000) $4,665 Shares 19,676 Est. Cost $20.26 Unrealized +19.9%
INTU INTUIT COM 0.5%
Value ($000) $4,655 Shares 20,240 Est. Cost $264.00 Unrealized -1.2%
HRTX HERON THERAPEUTICS INC COM 0.5%
Value ($000) $4,528 Shares 385,729 Est. Cost $20.53 Unrealized -8.4%
LGND LIGAND PHARMACEUTICALS INC COM 0.5%
Value ($000) $4,499 Shares 61,873 Est. Cost $49.93 Unrealized +13.5%
ACCELERON PHARMA INC 0.5%
Value ($000) $4,476 Shares 49,810 Est. Cost $89.86 Unrealized
PINNACLE FINL PARTNERS INC COM 0.5%
Value ($000) $4,452 Shares 118,603 Est. Cost $37.54 Unrealized
NOW SERVICENOW INC COM 0.4%
Value ($000) $4,285 Shares 14,953 Est. Cost $53.55 Unrealized +16.7%
ARGX ARGENX SE SPONSORED ADR 0.4%
Value ($000) $4,270 Shares 32,413 Est. Cost $125.06 Unrealized
KLAC KLA CORPORATION COM NEW 0.4%
Value ($000) $4,203 Shares 29,239 Est. Cost $94.52 Unrealized +58.9%
IIIV I3 VERTICALS INC - CLASS A 0.4%
Value ($000) $3,967 Shares 207,796 Est. Cost $23.77 Unrealized +18.4%
ALEXION PHARMACEUTICALS INC 0.4%
Value ($000) $3,815 Shares 42,488 Est. Cost $142.52 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 0.4%
Value ($000) $3,810 Shares 8,734 Est. Cost $489.07 Unrealized 0.0%
ARWR ARROWHEAD PHARMACEUTICALS INC 0.4%
Value ($000) $3,784 Shares 131,502 Est. Cost $40.33 Unrealized 0.0%
LKQ LKQ CORP COM 0.4%
Value ($000) $3,711 Shares 180,952 Est. Cost $23.49 Unrealized +13.3%
SSTI SHOTSPOTTER INC 0.4%
Value ($000) $3,498 Shares 127,294 Est. Cost $33.17 Unrealized -9.3%
AEO AMERICAN EAGLE OUTFITTERS INC 0.4%
Value ($000) $3,467 Shares 436,068 Est. Cost $13.84 Unrealized -20.6%
EW EDWARDS LIFESCIENCES CORP COM 0.3%
Value ($000) $3,305 Shares 17,523 Est. Cost $70.25 Unrealized +2.7%
MRSH MARSH & MCLENNAN COS INC COM 0.3%
Value ($000) $3,281 Shares 37,955 Est. Cost $95.06 Unrealized +2.4%
KIDS ORTHOPEDIATRICS CORP 0.3%
Value ($000) $3,270 Shares 82,505 Est. Cost $44.82 Unrealized 0.0%
SRPT SAREPTA THERAPEUTICS INC COM 0.3%
Value ($000) $2,845 Shares 29,080 Est. Cost $39.97 Unrealized +186.0%
RETROPHIN INC COM 0.3%
Value ($000) $2,657 Shares 182,117 Est. Cost $19.16 Unrealized
BLUEPRINT MEDICINES CORP 0.3%
Value ($000) $2,647 Shares 45,254 Est. Cost $86.54 Unrealized
ACTIVISION BLIZZARD INC COM 0.3%
Value ($000) $2,644 Shares 44,454 Est. Cost $59.48 Unrealized
AXSM AXSOME THERAPEUTICS INC 0.2%
Value ($000) $2,332 Shares 39,629 Est. Cost $81.48 Unrealized 0.0%
NSP INSPERITY INC COM 0.2%
Value ($000) $2,244 Shares 60,165 Est. Cost $100.95 Unrealized -40.5%
INCY INCYTE CORP COM 0.2%
Value ($000) $2,240 Shares 30,586 Est. Cost $103.22 Unrealized -26.8%
IUSG ISHARES TR CORE S&P US GWT 0.2%
Value ($000) $2,009 Shares 35,187 Est. Cost $56.73 Unrealized
WELBILT INC COM 0.2%
Value ($000) $1,951 Shares 380,239 Est. Cost $19.46 Unrealized
WAVLX WAVELENGTH INTEREST RATE NEUTR 0.2%
Value ($000) $1,940 Shares 198,375 Est. Cost $10.28 Unrealized
ZOGENIX INC COM NEW 0.2%
Value ($000) $1,705 Shares 68,957 Est. Cost $24.73 Unrealized
GPN GLOBAL PMTS INC COM 0.2%
Value ($000) $1,541 Shares 10,682 Est. Cost $78.21 Unrealized +122.8%
BRAMSHILL INCOME PERF-INST 0.2%
Value ($000) $1,510 Shares 164,087 Est. Cost $9.87 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE 0.1%
Value ($000) $1,341 Shares 11,307 Est. Cost $122.37 Unrealized -3.4%
HD HOME DEPOT INC COM 0.1%
Value ($000) $1,249 Shares 6,692 Est. Cost $68.24 Unrealized +178.6%
PLD PROLOGIS INC. COM 0.1%
Value ($000) $1,115 Shares 13,874 Est. Cost $74.10 Unrealized 0.0%
TFX TELEFLEX INCORPORATED COM 0.1%
Value ($000) $1,069 Shares 3,649 Est. Cost $192.87 Unrealized +74.5%
ADVNX NORTH SQAURE STRATEGIC INCOME 0.1%
Value ($000) $1,043 Shares 112,607 Est. Cost $9.26 Unrealized
MASI MASIMO CORP COM 0.1%
Value ($000) $958 Shares 5,411 Est. Cost $155.80 Unrealized +10.1%
CDW CDW CORP COM 0.1%
Value ($000) $946 Shares 10,146 Est. Cost $57.79 Unrealized +97.3%
FISV FISERV INC COM 0.1%
Value ($000) $912 Shares 9,606 Est. Cost $62.17 Unrealized +78.7%
TRU TRANSUNION COM 0.1%
Value ($000) $892 Shares 13,480 Est. Cost $45.69 Unrealized +83.7%
STE STERIS PLC SHS USD 0.1%
Value ($000) $890 Shares 6,355 Est. Cost $141.94 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.1%
Value ($000) $885 Shares 20,769 Est. Cost $44.59 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.1%
Value ($000) $857 Shares 5,117 Est. Cost $163.85 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD O 0.1%
Value ($000) $840 Shares 37,105 Est. Cost $22.64 Unrealized
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $829 Shares 9,048 Est. Cost $93.22 Unrealized 0.0%
COOPER COS INC COM NEW 0.1%
Value ($000) $791 Shares 2,868 Est. Cost $190.45 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $789 Shares 5,503 Est. Cost $125.89 Unrealized +27.2%
DXCM DEXCOM INC COM 0.1%
Value ($000) $776 Shares 2,883 Est. Cost $31.00 Unrealized +100.7%
CSGP COSTAR GROUP INC COM 0.1%
Value ($000) $775 Shares 1,320 Est. Cost $53.50 Unrealized +21.8%
CRL CHARLES RIV LABS INTL INC COM 0.1%
Value ($000) $758 Shares 6,004 Est. Cost $141.73 Unrealized +5.8%
DUNKIN BRANDS GROUP INC COM 0.1%
Value ($000) $752 Shares 14,171 Est. Cost $51.33 Unrealized
PROOFPOINT INC COM 0.1%
Value ($000) $752 Shares 7,330 Est. Cost $115.55 Unrealized
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $742 Shares 8,244 Est. Cost $63.67 Unrealized +62.7%
CCEP COCA COLA EUROPEAN PARTNERS P 0.1%
Value ($000) $734 Shares 19,555 Est. Cost $30.62 Unrealized +33.3%
NORTH SQUARE GLOBAL RESOURCE F 0.1%
Value ($000) $705 Shares 105,124 Est. Cost $11.35 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $702 Shares 7,264 Est. Cost $93.56 Unrealized +32.0%
BX BLACKSTONE GROUP INC COM CL A 0.1%
Value ($000) $701 Shares 15,385 Est. Cost $31.77 Unrealized +42.5%
ODFL OLD DOMINION FREIGHT LINE INC 0.1%
Value ($000) $684 Shares 5,207 Est. Cost $38.88 Unrealized +66.4%
APH AMPHENOL CORP NEW CL A 0.1%
Value ($000) $668 Shares 9,170 Est. Cost $11.74 Unrealized +91.9%
BLACKROCK INC COM 0.1%
Value ($000) $666 Shares 1,515 Est. Cost $401.24 Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value ($000) $647 Shares 1,945 Est. Cost $327.01 Unrealized 0.0%
VXF VANGUARD EXTENDED MKT ETF 0.1%
Value ($000) $617 Shares 6,812 Est. Cost $122.78 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $614 Shares 3,041 Est. Cost $159.22 Unrealized +68.7%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $607 Shares 4,441 Est. Cost $90.94 Unrealized +56.1%
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $598 Shares 1,301 Est. Cost $106.50 Unrealized +60.8%
TREX TREX CO INC COM 0.1%
Value ($000) $585 Shares 7,304 Est. Cost $46.86 Unrealized 0.0%
TGT TARGET CORP COM 0.1%
Value ($000) $577 Shares 6,208 Est. Cost $80.37 Unrealized +18.2%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $564 Shares 8,224 Est. Cost $64.74 Unrealized +29.1%
SPLUNK INC COM 0.1%
Value ($000) $560 Shares 4,439 Est. Cost $117.89 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $549 Shares 5,936 Est. Cost $78.27 Unrealized +33.1%
CME CME GROUP INC COM 0.1%
Value ($000) $531 Shares 3,072 Est. Cost $94.73 Unrealized +68.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $524 Shares 13,341 Est. Cost $38.49 Unrealized -4.7%
IWO ISHARES TR RUS 2000 GRW ETF 0.1%
Value ($000) $509 Shares 3,219 Est. Cost $210.76 Unrealized
VMC VULCAN MATLS CO COM 0.1%
Value ($000) $497 Shares 4,602 Est. Cost $93.55 Unrealized +29.8%
VZ VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $492 Shares 9,172 Est. Cost $30.72 Unrealized +33.5%
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $446 Shares 5,410 Est. Cost $83.61 Unrealized
LII LENNOX INTL INC COM 0.0%
Value ($000) $428 Shares 2,352 Est. Cost $122.34 Unrealized +75.5%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $414 Shares 29,746 Est. Cost $15.87 Unrealized -15.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $412 Shares 629 Est. Cost $6.46 Unrealized +144.9%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $402 Shares 2,667 Est. Cost $175.88 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $389 Shares 3,887 Est. Cost $101.52 Unrealized +17.3%
BCO BRINKS CO COM 0.0%
Value ($000) $368 Shares 7,071 Est. Cost $69.60 Unrealized +4.6%
LINDE PLC SHS 0.0%
Value ($000) $359 Shares 2,080 Est. Cost $170.36 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $349 Shares 10,371 Est. Cost $48.42 Unrealized -20.1%
ABBV ABBVIE INC COM 0.0%
Value ($000) $349 Shares 4,589 Est. Cost $78.53 Unrealized -14.4%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $229 Shares 3,163 Est. Cost $82.95 Unrealized -8.4%