West Family Investments, Inc. Diversified Active

Location: Carlsbad, CA

CIK: 0001568303 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Feb 8, 2023

Total Value: $252M

Holdings (226)

LGO LARGO INC 15.1%
Value $37.98M Shares 5,572,637 Share Price $6.82 * Est. Cost/Share $10.42 Unrealized @ Report Date -12.7%
ELV ELEVANCE HEALTH INC 4.1%
Value $10.26M Shares 21,065 Share Price $486.87 * Est. Cost/Share $377.54 Unrealized @ Report Date +24.4%
NEM NEWMONT CORP 3.9%
Value $9.766M Shares 163,669 Share Price $59.67 * Est. Cost/Share $18.26 Unrealized @ Report Date +246.6%
RRC RANGE RES CORP 2.7%
Value $6.782M Shares 274,000 Share Price $24.75 * Est. Cost/Share $7.35 Unrealized @ Report Date +316.9%
UNH UNITEDHEALTH GROUP INC 2.5%
Value $6.324M Shares 12,312 Share Price $513.65 * Est. Cost/Share $324.32 Unrealized @ Report Date +45.2%
AAPL APPLE INC 2.4%
Value $6.119M Shares 44,753 Share Price $136.73 * Est. Cost/Share $127.89 Unrealized @ Report Date +16.2%
PYPL PAYPAL HLDGS INC 2.4%
Value $6.078M Shares 87,031 Share Price $69.84 * Est. Cost/Share $129.92 Unrealized @ Report Date -33.4%
— ETF MANAGERS TR 2.1%
Value $5.34M Shares 116,600 Share Price $45.80 Est. Cost/Share $31.64 Unrealized @ Report Date —
SLV ISHARES SILVER TR 2.1%
Value $5.312M Shares 285,000 Share Price $18.64 Est. Cost/Share $22.88 Unrealized @ Report Date —
MSFT MICROSOFT CORP 2.0%
Value $4.991M Shares 19,434 Share Price $256.82 * Est. Cost/Share $248.01 Unrealized @ Report Date +6.2%
— SIERRA METALS IN 2.0%
Value $4.961M Shares 6,152,088 Share Price $0.81 Est. Cost/Share $2.80 Unrealized @ Report Date —
XOM EXXON MOBIL CORP 1.9%
Value $4.757M Shares 55,548 Share Price $85.64 * Est. Cost/Share $34.66 Unrealized @ Report Date +129.6%
EQT EQT CORP 1.9%
Value $4.661M Shares 135,500 Share Price $34.40 * Est. Cost/Share $13.53 Unrealized @ Report Date +188.4%
GDX VANECK ETF TRUST 1.9%
Value $4.655M Shares 170,000 Share Price $27.38 Est. Cost/Share $32.03 Unrealized @ Report Date —
CVX CHEVRON CORP NEW 1.6%
Value $4.076M Shares 28,152 Share Price $144.79 Est. Cost/Share $70.80 Unrealized @ Report Date +101.6%
EXE CHESAPEAKE ENERGY CORP 1.6%
Value $4.055M Shares 50,000 Share Price $81.10 * Est. Cost/Share $51.29 Unrealized @ Report Date +48.1%
KO COCA COLA CO 1.4%
Value $3.546M Shares 56,366 Share Price $62.91 * Est. Cost/Share $47.32 Unrealized @ Report Date +20.0%
GOOGL ALPHABET INC 1.0%
Value $2.609M Shares 1,197 Share Price $2179.62 * Est. Cost/Share $117.90 Unrealized @ Report Date -0.9%
NVDA NVIDIA CORPORATION 1.0%
Value $2.494M Shares 16,452 Share Price $151.59 * Est. Cost/Share $22.69 Unrealized @ Report Date -17.0%
CHT CHUNGHWA TELECOM CO LTD 0.9%
Value $2.242M Shares 54,352 Share Price $41.25 Est. Cost/Share $40.89 Unrealized @ Report Date —
CRSP CRISPR THERAPEUTICS AG 0.9%
Value $2.157M Shares 35,500 Share Price $60.76 * Est. Cost/Share $62.79 Unrealized @ Report Date -6.4%
JNJ JOHNSON & JOHNSON 0.8%
Value $2.128M Shares 11,987 Share Price $177.53 * Est. Cost/Share $148.48 Unrealized @ Report Date +7.7%
MA MASTERCARD INCORPORATED 0.8%
Value $2.1M Shares 6,655 Share Price $315.55 * Est. Cost/Share $361.71 Unrealized @ Report Date -6.7%
HSBC HSBC HLDGS PLC 0.8%
Value $2.075M Shares 63,499 Share Price $32.68 Est. Cost/Share $27.12 Unrealized @ Report Date —
ZM ZOOM VIDEO COMMUNICATIONS IN 0.8%
Value $1.978M Shares 18,322 Share Price $107.96 * Est. Cost/Share $139.11 Unrealized @ Report Date -24.2%
FCX FREEPORT-MCMORAN INC 0.8%
Value $1.973M Shares 67,437 Share Price $29.26 * Est. Cost/Share $37.80 Unrealized @ Report Date +0.3%
GHC GRAHAM HLDGS CO 0.8%
Value $1.97M Shares 3,475 Share Price $566.91 Est. Cost/Share $576.98 Unrealized @ Report Date -0.5%
PG PROCTER AND GAMBLE CO 0.8%
Value $1.888M Shares 13,132 Share Price $143.77 * Est. Cost/Share $122.32 Unrealized @ Report Date +12.2%
— ETF MANAGERS TR 0.7%
Value $1.873M Shares 133,000 Share Price $14.08 Est. Cost/Share $13.81 Unrealized @ Report Date —
— LESLIES INC 0.7%
Value $1.685M Shares 111,000 Share Price $15.18 Est. Cost/Share $15.18 Unrealized @ Report Date —
KGC KINROSS GOLD CORP 0.7%
Value $1.659M Shares 463,352 Share Price $3.58 * Est. Cost/Share $4.62 Unrealized @ Report Date +4.6%
FIS FIDELITY NATL INFORMATION SV 0.6%
Value $1.624M Shares 17,714 Share Price $91.68 Est. Cost/Share $122.86 Unrealized @ Report Date -26.3%
NVO NOVO-NORDISK A S 0.6%
Value $1.559M Shares 13,992 Share Price $111.42 Est. Cost/Share $84.29 Unrealized @ Report Date —
PEP PEPSICO INC 0.6%
Value $1.555M Shares 9,332 Share Price $166.63 * Est. Cost/Share $128.08 Unrealized @ Report Date +17.0%
LLY LILLY ELI & CO 0.6%
Value $1.504M Shares 4,640 Share Price $324.14 * Est. Cost/Share $196.86 Unrealized @ Report Date +47.8%
WPM WHEATON PRECIOUS METALS CORP 0.6%
Value $1.499M Shares 42,430 Share Price $35.33 * Est. Cost/Share $42.11 Unrealized @ Report Date -0.9%
MRK MERCK & CO INC 0.6%
Value $1.441M Shares 15,802 Share Price $91.19 * Est. Cost/Share $64.99 Unrealized @ Report Date +21.9%
— JAMF HLDG CORP 0.6%
Value $1.412M Shares 57,000 Share Price $24.77 Est. Cost/Share $33.46 Unrealized @ Report Date —
GPN GLOBAL PMTS INC 0.5%
Value $1.351M Shares 12,207 Share Price $110.67 * Est. Cost/Share $177.91 Unrealized @ Report Date -31.4%
KR KROGER CO 0.5%
Value $1.185M Shares 25,042 Share Price $47.32 * Est. Cost/Share $34.35 Unrealized @ Report Date +43.2%
MCD MCDONALDS CORP 0.5%
Value $1.169M Shares 4,736 Share Price $246.83 * Est. Cost/Share $209.62 Unrealized @ Report Date +8.0%
PFE PFIZER INC 0.5%
Value $1.165M Shares 22,222 Share Price $52.43 * Est. Cost/Share $32.10 Unrealized @ Report Date +30.8%
WM WASTE MGMT INC DEL 0.5%
Value $1.135M Shares 7,420 Share Price $152.96 * Est. Cost/Share $129.90 Unrealized @ Report Date +13.9%
TM TOYOTA MOTOR CORP 0.5%
Value $1.135M Shares 7,362 Share Price $154.17 Est. Cost/Share $174.96 Unrealized @ Report Date —
JPM JPMORGAN CHASE & CO 0.4%
Value $1.109M Shares 9,848 Share Price $112.61 Est. Cost/Share $119.73 Unrealized @ Report Date -5.6%
GDXJ VANECK ETF TRUST 0.4%
Value $1.104M Shares 34,500 Share Price $32.00 Est. Cost/Share $38.35 Unrealized @ Report Date —
TSLA TESLA INC 0.4%
Value $1.084M Shares 1,609 Share Price $673.71 * Est. Cost/Share $225.36 Unrealized @ Report Date +21.1%
ILMN ILLUMINA INC 0.4%
Value $1.062M Shares 5,758 Share Price $184.44 * Est. Cost/Share $337.77 Unrealized @ Report Date -24.4%
WMT WALMART INC 0.4%
Value $1.058M Shares 8,706 Share Price $121.53 * Est. Cost/Share $44.02 Unrealized @ Report Date +0.0%
SHEL SHELL PLC 0.4%
Value $1.002M Shares 19,162 Share Price $52.29 Est. Cost/Share $54.94 Unrealized @ Report Date —
RSG REPUBLIC SVCS INC 0.4%
Value $994K Shares 7,592 Share Price $130.93 * Est. Cost/Share $101.98 Unrealized @ Report Date +22.9%
AZN ASTRAZENECA PLC 0.4%
Value $983K Shares 14,879 Share Price $66.07 Est. Cost/Share $60.11 Unrealized @ Report Date —
REGN REGENERON PHARMACEUTICALS 0.4%
Value $969K Shares 1,640 Share Price $590.85 * Est. Cost/Share $516.57 Unrealized @ Report Date +25.1%
IBN ICICI BANK LIMITED 0.4%
Value $956K Shares 53,909 Share Price $17.73 Est. Cost/Share $17.31 Unrealized @ Report Date —
COST COSTCO WHSL CORP NEW 0.4%
Value $896K Shares 1,870 Share Price $479.14 Est. Cost/Share $364.66 Unrealized @ Report Date +33.0%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $879K Shares 17,320 Share Price $50.75 * Est. Cost/Share $41.70 Unrealized @ Report Date -3.8%
ED CONSOLIDATED EDISON INC 0.3%
Value $864K Shares 9,088 Share Price $95.07 * Est. Cost/Share $66.55 Unrealized @ Report Date +26.3%
META META PLATFORMS INC 0.3%
Value $860K Shares 5,336 Share Price $161.17 * Est. Cost/Share $322.16 Unrealized @ Report Date -40.5%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $806K Shares 7,086 Share Price $113.75 Est. Cost/Share $132.87 Unrealized @ Report Date —
ABBV ABBVIE INC 0.3%
Value $795K Shares 5,193 Share Price $153.09 * Est. Cost/Share $95.52 Unrealized @ Report Date +40.4%
AMZN AMAZON COM INC 0.3%
Value $793K Shares 7,464 Share Price $106.24 * Est. Cost/Share $132.17 Unrealized @ Report Date -5.3%
NVS NOVARTIS AG 0.3%
Value $788K Shares 9,325 Share Price $84.50 Est. Cost/Share $84.50 Unrealized @ Report Date —
PSA PUBLIC STORAGE 0.3%
Value $782K Shares 2,502 Share Price $312.55 * Est. Cost/Share $231.79 Unrealized @ Report Date +24.6%
HSY HERSHEY CO 0.3%
Value $772K Shares 3,590 Share Price $215.04 * Est. Cost/Share $151.99 Unrealized @ Report Date +30.7%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value $761K Shares 9,882 Share Price $77.01 * Est. Cost/Share $58.73 Unrealized @ Report Date +10.6%
INFY INFOSYS LTD 0.3%
Value $753K Shares 40,690 Share Price $18.51 Est. Cost/Share $21.69 Unrealized @ Report Date —
VRTX VERTEX PHARMACEUTICALS INC 0.3%
Value $730K Shares 2,589 Share Price $281.96 * Est. Cost/Share $206.95 Unrealized @ Report Date +29.3%
AVGO BROADCOM INC 0.3%
Value $727K Shares 1,496 Share Price $485.96 * Est. Cost/Share $42.34 Unrealized @ Report Date +23.7%
TLK P T TELEKOMUNIKASI INDONESIA 0.3%
Value $727K Shares 26,895 Share Price $27.03 Est. Cost/Share $23.29 Unrealized @ Report Date —
DIS DISNEY WALT CO 0.3%
Value $709K Shares 7,514 Share Price $94.36 * Est. Cost/Share $108.44 Unrealized @ Report Date 0.0%
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $698K Shares 4,498 Share Price $155.18 * Est. Cost/Share $126.54 Unrealized @ Report Date +19.9%
DUK DUKE ENERGY CORP NEW 0.3%
Value $687K Shares 6,407 Share Price $107.23 * Est. Cost/Share $87.92 Unrealized @ Report Date +8.5%
SHG SHINHAN FINANCIAL GROUP CO L 0.3%
Value $671K Shares 23,505 Share Price $28.55 Est. Cost/Share $32.51 Unrealized @ Report Date —
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value $668K Shares 8,166 Share Price $81.80 Est. Cost/Share $106.85 Unrealized @ Report Date —
GILD GILEAD SCIENCES INC 0.3%
Value $663K Shares 10,719 Share Price $61.85 * Est. Cost/Share $55.17 Unrealized @ Report Date -2.0%
DG DOLLAR GEN CORP NEW 0.3%
Value $654K Shares 2,663 Share Price $245.59 * Est. Cost/Share $209.82 Unrealized @ Report Date +4.4%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $623K Shares 1,147 Share Price $543.16 Est. Cost/Share $473.19 Unrealized @ Report Date +15.1%
SO SOUTHERN CO 0.2%
Value $614K Shares 8,609 Share Price $71.32 * Est. Cost/Share $54.76 Unrealized @ Report Date +17.4%
— ACTIVISION BLIZZARD INC 0.2%
Value $606K Shares 7,780 Share Price $77.89 Est. Cost/Share $80.43 Unrealized @ Report Date —
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value $601K Shares 1,642 Share Price $366.02 * Est. Cost/Share $442.64 Unrealized @ Report Date -8.1%
ACN ACCENTURE PLC IRELAND 0.2%
Value $599K Shares 2,159 Share Price $277.44 * Est. Cost/Share $273.80 Unrealized @ Report Date +3.9%
CL COLGATE PALMOLIVE CO 0.2%
Value $578K Shares 7,208 Share Price $80.19 * Est. Cost/Share $71.82 Unrealized @ Report Date 0.0%
DHR DANAHER CORPORATION 0.2%
Value $574K Shares 2,264 Share Price $253.53 * Est. Cost/Share $222.46 Unrealized @ Report Date +1.7%
D DOMINION ENERGY INC 0.2%
Value $566K Shares 7,097 Share Price $79.75 * Est. Cost/Share $62.48 Unrealized @ Report Date +11.0%
WIT WIPRO LTD 0.2%
Value $563K Shares 106,021 Share Price $5.31 Est. Cost/Share $7.34 Unrealized @ Report Date —
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $553K Shares 2,640 Share Price $209.47 Est. Cost/Share $193.36 Unrealized @ Report Date +8.0%
RY ROYAL BK CDA 0.2%
Value $552K Shares 5,697 Share Price $96.89 * Est. Cost/Share $99.39 Unrealized @ Report Date +2.9%
SAP SAP SE 0.2%
Value $539K Shares 5,939 Share Price $90.76 Est. Cost/Share $119.17 Unrealized @ Report Date —
WCN WASTE CONNECTIONS INC 0.2%
Value $521K Shares 4,207 Share Price $123.84 * Est. Cost/Share $115.88 Unrealized @ Report Date +9.3%
RDY DR REDDYS LABS LTD 0.2%
Value $519K Shares 9,363 Share Price $55.43 Est. Cost/Share $55.43 Unrealized @ Report Date —
— GSK PLC 0.2%
Value $515K Shares 11,821 Share Price $43.57 Est. Cost/Share $39.73 Unrealized @ Report Date —
EQNR EQUINOR ASA 0.2%
Value $514K Shares 14,799 Share Price $34.73 Est. Cost/Share $21.67 Unrealized @ Report Date —
— TWO HBRS INVT CORP 0.2%
Value $482K Shares 96,749 Share Price $4.98 Est. Cost/Share $14.74 Unrealized @ Report Date —
— THOMSON REUTERS CORP. 0.2%
Value $478K Shares 4,587 Share Price $104.21 Est. Cost/Share $100.26 Unrealized @ Report Date —
XEL XCEL ENERGY INC 0.2%
Value $477K Shares 6,742 Share Price $70.75 * Est. Cost/Share $59.86 Unrealized @ Report Date +7.5%
— LINDE PLC 0.2%
Value $466K Shares 1,622 Share Price $287.30 Est. Cost/Share $290.16 Unrealized @ Report Date —
EA ELECTRONIC ARTS INC 0.2%
Value $463K Shares 3,802 Share Price $121.78 * Est. Cost/Share $127.37 Unrealized @ Report Date -1.9%
— TATA MTRS LTD 0.2%
Value $460K Shares 17,783 Share Price $25.87 Est. Cost/Share $23.09 Unrealized @ Report Date —
EXPD EXPEDITORS INTL WASH INC 0.2%
Value $453K Shares 4,648 Share Price $97.46 Est. Cost/Share $97.86 Unrealized @ Report Date 0.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.2%
Value $450K Shares 4,686 Share Price $96.03 * Est. Cost/Share $75.92 Unrealized @ Report Date +16.6%
NKE NIKE INC 0.2%
Value $448K Shares 4,388 Share Price $102.10 * Est. Cost/Share $121.35 Unrealized @ Report Date -8.3%
ORCL ORACLE CORP 0.2%
Value $445K Shares 6,376 Share Price $69.79 Est. Cost/Share $73.07 Unrealized @ Report Date -4.4%
BCE BCE INC 0.2%
Value $438K Shares 8,901 Share Price $49.21 * Est. Cost/Share $35.62 Unrealized @ Report Date +15.1%
AMGN AMGEN INC 0.2%
Value $435K Shares 1,787 Share Price $243.42 * Est. Cost/Share $193.63 Unrealized @ Report Date +12.9%
TMUS T-MOBILE US INC 0.2%
Value $433K Shares 3,218 Share Price $134.56 * Est. Cost/Share $131.57 Unrealized @ Report Date -4.2%
— KELLOGG CO 0.2%
Value $425K Shares 5,956 Share Price $71.36 * Est. Cost/Share $54.13 Unrealized @ Report Date +5.9%
RIO RIO TINTO PLC 0.2%
Value $421K Shares 6,904 Share Price $60.98 Est. Cost/Share $65.89 Unrealized @ Report Date —
SPGI S&P GLOBAL INC 0.2%
Value $421K Shares 1,250 Share Price $336.80 * Est. Cost/Share $379.94 Unrealized @ Report Date -9.0%
CAJPY CANON INC 0.2%
Value $419K Shares 18,458 Share Price $22.70 Est. Cost/Share $23.53 Unrealized @ Report Date —
V VISA INC 0.2%
Value $415K Shares 2,107 Share Price $196.96 * Est. Cost/Share $212.99 Unrealized @ Report Date -5.6%
NGG NATIONAL GRID PLC 0.2%
Value $404K Shares 6,244 Share Price $64.70 Est. Cost/Share $63.26 Unrealized @ Report Date —
MKC MCCORMICK & CO INC 0.2%
Value $402K Shares 4,830 Share Price $83.23 * Est. Cost/Share $77.71 Unrealized @ Report Date +12.1%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $402K Shares 2,847 Share Price $141.20 * Est. Cost/Share $113.40 Unrealized @ Report Date +3.6%
PHI PLDT INC 0.2%
Value $397K Shares 13,036 Share Price $30.45 Est. Cost/Share $27.71 Unrealized @ Report Date —
CVS CVS HEALTH CORP 0.2%
Value $393K Shares 4,239 Share Price $92.71 * Est. Cost/Share $70.74 Unrealized @ Report Date +21.4%
JD JD.COM INC 0.2%
Value $389K Shares 6,062 Share Price $64.17 Est. Cost/Share $58.10 Unrealized @ Report Date —
— CHINA LIFE INS CO LTD 0.2%
Value $387K Shares 44,809 Share Price $8.64 Est. Cost/Share $8.64 Unrealized @ Report Date —
INTC INTEL CORP 0.2%
Value $379K Shares 10,144 Share Price $37.36 * Est. Cost/Share $40.62 Unrealized @ Report Date 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value $376K Shares 3,812 Share Price $98.64 * Est. Cost/Share $78.86 Unrealized @ Report Date +8.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $375K Shares 4,910 Share Price $76.37 * Est. Cost/Share $95.78 Unrealized @ Report Date -2.3%
UBS UBS GROUP AG 0.1%
Value $374K Shares 23,081 Share Price $16.20 * Est. Cost/Share $15.81 Unrealized @ Report Date +10.9%
UMC UNITED MICROELECTRONICS COR 0.1%
Value $374K Shares 55,274 Share Price $6.77 Est. Cost/Share $9.31 Unrealized @ Report Date —
WEC WEC ENERGY GROUP INC 0.1%
Value $371K Shares 3,686 Share Price $100.65 * Est. Cost/Share $89.42 Unrealized @ Report Date 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.1%
Value $371K Shares 69,401 Share Price $5.35 Est. Cost/Share $5.63 Unrealized @ Report Date —
MMM 3M CO 0.1%
Value $365K Shares 2,819 Share Price $129.48 * Est. Cost/Share $119.19 Unrealized @ Report Date -11.7%
INTU INTUIT 0.1%
Value $363K Shares 942 Share Price $385.35 * Est. Cost/Share $445.01 Unrealized @ Report Date -9.1%
NTR NUTRIEN LTD 0.1%
Value $362K Shares 4,546 Share Price $79.63 * Est. Cost/Share $51.77 Unrealized @ Report Date +66.9%
AON AON PLC 0.1%
Value $361K Shares 1,338 Share Price $269.81 * Est. Cost/Share $237.84 Unrealized @ Report Date +17.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $351K Shares 556 Share Price $631.29 * Est. Cost/Share $36.54 Unrealized @ Report Date +17.7%
— TOYOTA MOTOR CORP 0.1%
Value $348K Shares 7,597 Share Price $45.81 Est. Cost/Share $45.81 Unrealized @ Report Date —
GS GOLDMAN SACHS GROUP INC 0.1%
Value $347K Shares 1,167 Share Price $297.34 * Est. Cost/Share $283.57 Unrealized @ Report Date 0.0%
PAYX PAYCHEX INC 0.1%
Value $346K Shares 3,035 Share Price $114.00 Est. Cost/Share $91.59 Unrealized @ Report Date +23.2%
DEO DIAGEO PLC 0.1%
Value $343K Shares 1,971 Share Price $174.02 Est. Cost/Share $191.93 Unrealized @ Report Date —
O REALTY INCOME CORP 0.1%
Value $338K Shares 4,958 Share Price $68.17 * Est. Cost/Share $53.26 Unrealized @ Report Date +6.1%
ENB ENBRIDGE INC 0.1%
Value $338K Shares 7,995 Share Price $42.28 * Est. Cost/Share $28.64 Unrealized @ Report Date +23.0%
COP CONOCOPHILLIPS 0.1%
Value $337K Shares 3,753 Share Price $89.79 Est. Cost/Share $62.64 Unrealized @ Report Date +43.6%
TD TORONTO DOMINION BK ONT 0.1%
Value $336K Shares 5,124 Share Price $65.57 * Est. Cost/Share $70.98 Unrealized @ Report Date +2.3%
ADI ANALOG DEVICES INC 0.1%
Value $336K Shares 2,297 Share Price $146.28 Est. Cost/Share $150.67 Unrealized @ Report Date -2.0%
SBUX STARBUCKS CORP 0.1%
Value $322K Shares 4,217 Share Price $76.36 * Est. Cost/Share $94.28 Unrealized @ Report Date -25.4%
CB CHUBB LIMITED 0.1%
Value $320K Shares 1,626 Share Price $196.80 Est. Cost/Share $156.19 Unrealized @ Report Date +25.7%
WFC WELLS FARGO CO NEW 0.1%
Value $320K Shares 8,164 Share Price $39.20 Est. Cost/Share $40.99 Unrealized @ Report Date -2.5%
UNP UNION PAC CORP 0.1%
Value $319K Shares 1,494 Share Price $213.52 * Est. Cost/Share $198.66 Unrealized @ Report Date +5.1%
MDLZ MONDELEZ INTL INC 0.1%
Value $319K Shares 5,142 Share Price $62.04 * Est. Cost/Share $54.84 Unrealized @ Report Date +4.4%
— CITRIX SYS INC 0.1%
Value $317K Shares 3,262 Share Price $97.18 Est. Cost/Share $95.31 Unrealized @ Report Date —
EL LAUDER ESTEE COS INC 0.1%
Value $316K Shares 1,239 Share Price $255.04 * Est. Cost/Share $238.47 Unrealized @ Report Date 0.0%
PGR PROGRESSIVE CORP 0.1%
Value $316K Shares 2,721 Share Price $116.13 * Est. Cost/Share $89.59 Unrealized @ Report Date +15.3%
TXN TEXAS INSTRS INC 0.1%
Value $316K Shares 2,054 Share Price $153.85 Est. Cost/Share $163.38 Unrealized @ Report Date -7.6%
CMS CMS ENERGY CORP 0.1%
Value $315K Shares 4,664 Share Price $67.54 * Est. Cost/Share $54.11 Unrealized @ Report Date +13.9%
PKX POSCO HOLDINGS INC 0.1%
Value $307K Shares 6,888 Share Price $44.57 Est. Cost/Share $66.98 Unrealized @ Report Date —
MS MORGAN STANLEY 0.1%
Value $307K Shares 4,033 Share Price $76.12 * Est. Cost/Share $74.13 Unrealized @ Report Date -2.3%
VALE VALE S A 0.1%
Value $307K Shares 20,962 Share Price $14.65 Est. Cost/Share $14.14 Unrealized @ Report Date —
T AT&T INC 0.1%
Value $302K Shares 14,399 Share Price $20.97 * Est. Cost/Share $16.30 Unrealized @ Report Date 0.0%
JKHY HENRY JACK & ASSOC INC 0.1%
Value $302K Shares 1,676 Share Price $180.19 Est. Cost/Share $166.85 Unrealized @ Report Date +7.1%
KMB KIMBERLY-CLARK CORP 0.1%
Value $300K Shares 2,217 Share Price $135.32 * Est. Cost/Share $114.77 Unrealized @ Report Date 0.0%
GIS GENERAL MLS INC 0.1%
Value $300K Shares 3,975 Share Price $75.47 * Est. Cost/Share $55.25 Unrealized @ Report Date +11.9%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $299K Shares 1,638 Share Price $182.54 * Est. Cost/Share $164.75 Unrealized @ Report Date -6.9%
SMFG SUMITOMO MITSUI FINL GROUP I 0.1%
Value $297K Shares 50,310 Share Price $5.90 Est. Cost/Share $6.99 Unrealized @ Report Date —
BTI BRITISH AMERN TOB PLC 0.1%
Value $297K Shares 6,918 Share Price $42.93 Est. Cost/Share $37.40 Unrealized @ Report Date —
FDX FEDEX CORP 0.1%
Value $297K Shares 1,312 Share Price $226.37 * Est. Cost/Share $196.73 Unrealized @ Report Date 0.0%
LNG CHENIERE ENERGY INC 0.1%
Value $295K Shares 2,220 Share Price $132.88 * Est. Cost/Share $87.52 Unrealized @ Report Date +55.6%
ORANY ORANGE 0.1%
Value $293K Shares 24,877 Share Price $11.78 Est. Cost/Share $10.73 Unrealized @ Report Date —
HD HOME DEPOT INC 0.1%
Value $293K Shares 1,068 Share Price $274.34 Est. Cost/Share $285.22 Unrealized @ Report Date -5.7%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value $292K Shares 2,579 Share Price $113.22 * Est. Cost/Share $105.74 Unrealized @ Report Date +1.7%
MDT MEDTRONIC PLC 0.1%
Value $290K Shares 3,232 Share Price $89.73 Est. Cost/Share $93.67 Unrealized @ Report Date -3.5%
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value $290K Shares 2,859 Share Price $101.43 * Est. Cost/Share $88.49 Unrealized @ Report Date +7.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value $290K Shares 1,133 Share Price $255.96 * Est. Cost/Share $222.20 Unrealized @ Report Date 0.0%
IX ORIX CORP 0.1%
Value $288K Shares 3,423 Share Price $84.14 Est. Cost/Share $85.73 Unrealized @ Report Date —
APH AMPHENOL CORP NEW 0.1%
Value $288K Shares 4,470 Share Price $64.43 * Est. Cost/Share $35.21 Unrealized @ Report Date -4.6%
MCO MOODYS CORP 0.1%
Value $284K Shares 1,046 Share Price $271.51 * Est. Cost/Share $310.18 Unrealized @ Report Date -6.5%
EXR EXTRA SPACE STORAGE INC 0.1%
Value $283K Shares 1,664 Share Price $170.07 * Est. Cost/Share $126.93 Unrealized @ Report Date +25.0%
RCI ROGERS COMMUNICATIONS INC 0.1%
Value $281K Shares 5,875 Share Price $47.83 * Est. Cost/Share $50.46 Unrealized @ Report Date +3.7%
FTS FORTIS INC 0.1%
Value $281K Shares 5,945 Share Price $47.27 * Est. Cost/Share $38.05 Unrealized @ Report Date +11.8%
LMT LOCKHEED MARTIN CORP 0.1%
Value $280K Shares 651 Share Price $430.11 * Est. Cost/Share $316.06 Unrealized @ Report Date +25.9%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value $279K Shares 1,656 Share Price $168.48 * Est. Cost/Share $150.18 Unrealized @ Report Date 0.0%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value $278K Shares 2,922 Share Price $95.14 * Est. Cost/Share $96.93 Unrealized @ Report Date +6.8%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value $273K Shares 19,432 Share Price $14.05 Est. Cost/Share $15.50 Unrealized @ Report Date —
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $267K Shares 2,787 Share Price $95.80 * Est. Cost/Share $80.29 Unrealized @ Report Date +7.9%
SHOP SHOPIFY INC 0.1%
Value $266K Shares 8,530 Share Price $31.18 * Est. Cost/Share $42.70 Unrealized @ Report Date 0.0%
NFLX NETFLIX INC 0.1%
Value $265K Shares 1,515 Share Price $174.92 * Est. Cost/Share $22.17 Unrealized @ Report Date 0.0%
NTES NETEASE INC 0.1%
Value $263K Shares 2,814 Share Price $93.46 Est. Cost/Share $89.68 Unrealized @ Report Date —
— SHAW COMMUNICATIONS INC 0.1%
Value $262K Shares 8,901 Share Price $29.43 Est. Cost/Share $29.14 Unrealized @ Report Date —
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value $259K Shares 1,877 Share Price $137.99 * Est. Cost/Share $147.68 Unrealized @ Report Date -3.7%
TRP TC ENERGY CORP 0.1%
Value $259K Shares 4,999 Share Price $51.81 * Est. Cost/Share $38.63 Unrealized @ Report Date +19.4%
PLD PROLOGIS INC. 0.1%
Value $256K Shares 2,172 Share Price $117.86 * Est. Cost/Share $102.75 Unrealized @ Report Date +20.1%
SCHW SCHWAB CHARLES CORP 0.1%
Value $252K Shares 3,996 Share Price $63.06 * Est. Cost/Share $76.51 Unrealized @ Report Date -14.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $251K Shares 1,039 Share Price $241.58 * Est. Cost/Share $197.00 Unrealized @ Report Date +13.5%
PBR PETROLEO BRASILEIRO SA PETRO 0.1%
Value $248K Shares 21,249 Share Price $11.67 Est. Cost/Share $12.25 Unrealized @ Report Date —
FISV FISERV INC 0.1%
Value $248K Shares 2,789 Share Price $88.92 * Est. Cost/Share $96.99 Unrealized @ Report Date 0.0%
AXP AMERICAN EXPRESS CO 0.1%
Value $245K Shares 1,765 Share Price $138.81 * Est. Cost/Share $149.37 Unrealized @ Report Date +5.5%
— LAM RESEARCH CORP 0.1%
Value $243K Shares 570 Share Price $426.32 Est. Cost/Share $426.32 Unrealized @ Report Date —
CPB CAMPBELL SOUP CO 0.1%
Value $242K Shares 5,033 Share Price $48.08 * Est. Cost/Share $36.38 Unrealized @ Report Date +14.5%
VRSN VERISIGN INC 0.1%
Value $239K Shares 1,429 Share Price $167.25 * Est. Cost/Share $210.35 Unrealized @ Report Date -13.6%
WMB WILLIAMS COS INC 0.1%
Value $237K Shares 7,607 Share Price $31.16 * Est. Cost/Share $25.82 Unrealized @ Report Date +13.1%
CNQ CANADIAN NAT RES LTD 0.1%
Value $235K Shares 4,371 Share Price $53.76 * Est. Cost/Share $16.72 Unrealized @ Report Date +53.1%
— PIONEER NAT RES CO 0.1%
Value $232K Shares 1,040 Share Price $223.08 Est. Cost/Share $249.60 Unrealized @ Report Date —
PCAR PACCAR INC 0.1%
Value $227K Shares 2,754 Share Price $82.43 * Est. Cost/Share $46.67 Unrealized @ Report Date +4.1%
CAT CATERPILLAR INC 0.1%
Value $226K Shares 1,265 Share Price $178.66 * Est. Cost/Share $188.02 Unrealized @ Report Date +4.9%
CM CANADIAN IMP BK COMM 0.1%
Value $224K Shares 4,606 Share Price $48.63 * Est. Cost/Share $45.54 Unrealized @ Report Date +0.6%
— JUNIPER NETWORKS INC 0.1%
Value $222K Shares 7,787 Share Price $28.51 Est. Cost/Share $27.43 Unrealized @ Report Date —
CSCO CISCO SYS INC 0.1%
Value $220K Shares 5,164 Share Price $42.60 Est. Cost/Share $22.36 Unrealized @ Report Date +91.5%
TJX TJX COS INC NEW 0.1%
Value $217K Shares 3,884 Share Price $55.87 * Est. Cost/Share $57.42 Unrealized @ Report Date 0.0%
VIV TELEFONICA BRASIL SA 0.1%
Value $215K Shares 23,690 Share Price $9.08 Est. Cost/Share $8.28 Unrealized @ Report Date —
SNPS SYNOPSYS INC 0.1%
Value $214K Shares 706 Share Price $303.12 Est. Cost/Share $303.56 Unrealized @ Report Date -0.6%
INCY INCYTE CORP 0.1%
Value $211K Shares 2,779 Share Price $75.93 Est. Cost/Share $72.74 Unrealized @ Report Date +4.4%
DVN DEVON ENERGY CORP NEW 0.1%
Value $211K Shares 3,837 Share Price $54.99 Est. Cost/Share $54.61 Unrealized @ Report Date 0.0%
CHD CHURCH & DWIGHT CO INC 0.1%
Value $210K Shares 2,266 Share Price $92.67 * Est. Cost/Share $84.75 Unrealized @ Report Date +6.7%
— TE CONNECTIVITY LTD 0.1%
Value $205K Shares 1,814 Share Price $113.01 Est. Cost/Share $113.01 Unrealized @ Report Date —
NI NISOURCE INC 0.1%
Value $205K Shares 6,941 Share Price $29.53 * Est. Cost/Share $25.52 Unrealized @ Report Date +5.2%
APD AIR PRODS & CHEMS INC 0.1%
Value $205K Shares 853 Share Price $240.33 * Est. Cost/Share $220.88 Unrealized @ Report Date 0.0%
SCCO SOUTHERN COPPER CORP 0.1%
Value $204K Shares 4,090 Share Price $49.88 * Est. Cost/Share $51.42 Unrealized @ Report Date 0.0%
REYN REYNOLDS CONSUMER PRODS INC 0.1%
Value $203K Shares 7,439 Share Price $27.29 * Est. Cost/Share $24.53 Unrealized @ Report Date 0.0%
HUM HUMANA INC 0.1%
Value $202K Shares 431 Share Price $468.68 * Est. Cost/Share $428.58 Unrealized @ Report Date 0.0%
QCOM QUALCOMM INC 0.1%
Value $201K Shares 1,572 Share Price $127.86 * Est. Cost/Share $122.80 Unrealized @ Report Date +1.7%
WU WESTERN UN CO 0.1%
Value $188K Shares 11,424 Share Price $16.46 Est. Cost/Share $16.46 Unrealized @ Report Date —
ING ING GROEP N.V. 0.1%
Value $181K Shares 18,290 Share Price $9.90 Est. Cost/Share $9.90 Unrealized @ Report Date —
— CIDARA THERAPEUTICS INC 0.1%
Value $180K Shares 368,910 Share Price $0.49 Est. Cost/Share $4.09 Unrealized @ Report Date —
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $82,000 Shares 36,625 Share Price $2.24 Est. Cost/Share $2.78 Unrealized @ Report Date —
RLX RLX TECHNOLOGY INC 0.0%
Value $76,000 Shares 35,883 Share Price $2.12 Est. Cost/Share $2.12 Unrealized @ Report Date —
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value $71,000 Shares 35,127 Share Price $2.02 Est. Cost/Share $2.40 Unrealized @ Report Date —
UGP ULTRAPAR PARTICIPACOES SA 0.0%
Value $58,000 Shares 24,804 Share Price $2.34 Est. Cost/Share $2.63 Unrealized @ Report Date —
SAN BANCO SANTANDER S.A. 0.0%
Value $55,000 Shares 19,563 Share Price $2.81 Est. Cost/Share $3.50 Unrealized @ Report Date —
TELFY TELEFONICA S A 0.0%
Value $53,000 Shares 10,338 Share Price $5.13 Est. Cost/Share $5.13 Unrealized @ Report Date —
SID COMPANHIA SIDERURGICA NACION 0.0%
Value $50,000 Shares 16,928 Share Price $2.95 Est. Cost/Share $4.44 Unrealized @ Report Date —
— QURATE RETAIL INC 0.0%
Value $38,000 Shares 13,233 Share Price $2.87 Est. Cost/Share $2.87 Unrealized @ Report Date —
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $37,000 Shares 18,093 Share Price $2.04 Est. Cost/Share $2.55 Unrealized @ Report Date —
EXE CHESAPEAKE ENERGY CORP 0.0%
Value $3,000 Shares 500 Share Price $6.00 * Est. Cost/Share $51.29 Unrealized @ Report Date +48.1%