West Family Investments, Inc. Diversified Active

Location: Carlsbad, CA

CIK: 0001568303 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $285M (100.0% shares, 0.0% debt)

Holdings (259)

IAU ISHARES GOLD TR 11.9%
Value $34.07M Shares 384,343 Est. Cost $35.26 Unrealized
SCHP SCHWAB STRATEGIC TR 6.0%
Value $17M Shares 609,276 Est. Cost $35.19 Unrealized
TLT ISHARES TR 5.8%
Value $16.66M Shares 152,632 Est. Cost $105.87 Unrealized
NVDA NVIDIA CORPORATION 4.0%
Value $11.32M Shares 64,933 Est. Cost $117.20 Unrealized +59.2%
AAPL APPLE INC 3.7%
Value $10.68M Shares 42,092 Est. Cost $188.14 Unrealized +39.7%
MBB ISHARES TR 2.7%
Value $7.696M Shares 80,697 Est. Cost $89.20 Unrealized
MSFT MICROSOFT CORP 2.5%
Value $7.077M Shares 19,119 Est. Cost $345.56 Unrealized +25.8%
GOOGL ALPHABET INC 2.5%
Value $7.04M Shares 24,481 Est. Cost $130.07 Unrealized +148.5%
EQT EQT CORP 2.3%
Value $6.587M Shares 103,500 Est. Cost $14.62 Unrealized +278.1%
EXE EXPAND ENERGY CORPORATION 1.9%
Value $5.489M Shares 50,000 Est. Cost $51.29 Unrealized +106.3%
AMZN AMAZON COM INC 1.9%
Value $5.432M Shares 26,080 Est. Cost $153.27 Unrealized +48.0%
TSM TAIWAN SEMICONDUCTOR MANUFAC 1.8%
Value $5.152M Shares 15,244 Est. Cost $148.55 Unrealized
GDXJ VANECK ETF TRUST 1.5%
Value $4.141M Shares 34,500 Est. Cost $38.35 Unrealized
AVGO BROADCOM INC 1.3%
Value $3.714M Shares 11,998 Est. Cost $187.84 Unrealized +77.9%
META META PLATFORMS INC 1.1%
Value $3.159M Shares 5,522 Est. Cost $486.54 Unrealized +34.7%
VT VANGUARD INTL EQUITY INDEX F 0.9%
Value $2.676M Shares 18,570 Est. Cost $96.61 Unrealized
TSLA TESLA INC 0.9%
Value $2.651M Shares 7,131 Est. Cost $244.34 Unrealized +74.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $2.638M Shares 5,505 Est. Cost $388.77 Unrealized +26.9%
LGO LARGO INC 0.9%
Value $2.465M Shares 2,200,845 Est. Cost $4.47 Unrealized -69.4%
JNJ JOHNSON & JOHNSON 0.8%
Value $2.394M Shares 9,793 Est. Cost $151.12 Unrealized +50.8%
LLY ELI LILLY & CO 0.8%
Value $2.379M Shares 2,586 Est. Cost $589.93 Unrealized +77.5%
XOM EXXON MOBIL CORP 0.7%
Value $1.97M Shares 11,611 Est. Cost $72.27 Unrealized +92.0%
WMT WALMART INC 0.7%
Value $1.957M Shares 15,746 Est. Cost $59.60 Unrealized +104.7%
MU MICRON TECHNOLOGY INC 0.6%
Value $1.782M Shares 5,274 Est. Cost $95.90 Unrealized +303.6%
CSCO CISCO SYS INC 0.6%
Value $1.753M Shares 22,588 Est. Cost $45.18 Unrealized +72.4%
V VISA INC 0.6%
Value $1.75M Shares 5,790 Est. Cost $270.56 Unrealized +21.7%
CRSP CRISPR THERAPEUTICS AG 0.6%
Value $1.689M Shares 35,500 Est. Cost $38.70 Unrealized +38.2%
CVS CVS HEALTH CORP 0.6%
Value $1.652M Shares 22,999 Est. Cost $76.38 Unrealized +2.1%
WM WASTE MGMT INC DEL 0.6%
Value $1.583M Shares 6,889 Est. Cost $142.17 Unrealized +59.0%
MRK MERCK & CO INC 0.5%
Value $1.506M Shares 12,516 Est. Cost $70.68 Unrealized +61.7%
MCD MCDONALDS CORP 0.5%
Value $1.482M Shares 4,769 Est. Cost $235.44 Unrealized +34.7%
CHT CHUNGHWA TELECOM CO LTD 0.5%
Value $1.481M Shares 35,073 Est. Cost $39.30 Unrealized
KO COCA COLA CO 0.5%
Value $1.467M Shares 19,295 Est. Cost $62.37 Unrealized +19.9%
PG PROCTER & GAMBLE CO 0.5%
Value $1.464M Shares 10,134 Est. Cost $137.81 Unrealized +10.1%
MA MASTERCARD INCORPORATED 0.5%
Value $1.453M Shares 2,907 Est. Cost $432.50 Unrealized +24.6%
AZN ASTRAZENECA PLC 0.5%
Value $1.404M Shares 7,120 Est. Cost $190.39 Unrealized 0.0%
ASML ASML HLDG NV 0.4%
Value $1.279M Shares 968 Est. Cost $660.62 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value $1.265M Shares 4,301 Est. Cost $171.06 Unrealized +82.1%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value $1.244M Shares 24,781 Est. Cost $34.60 Unrealized +26.7%
COST COSTCO WHOLESALE CORPORATION 0.4%
Value $1.181M Shares 1,185 Est. Cost $830.86 Unrealized +16.0%
IBN ICICI BANK LIMITED 0.4%
Value $1.181M Shares 45,580 Est. Cost $19.75 Unrealized
UMC UNITED MICROELECTRONICS CORP 0.4%
Value $1.125M Shares 125,324 Est. Cost $7.44 Unrealized
ABBV ABBVIE INC 0.4%
Value $1.059M Shares 4,870 Est. Cost $135.00 Unrealized +64.9%
SO SOUTHERN CO 0.4%
Value $1.026M Shares 10,635 Est. Cost $65.50 Unrealized +36.7%
COR CENCORA INC 0.4%
Value $1.025M Shares 3,262 Est. Cost $231.38 Unrealized +52.6%
ED CONSOLIDATED EDISON INC 0.4%
Value $1.024M Shares 9,048 Est. Cost $88.95 Unrealized +18.4%
LIN LINDE PLC 0.3%
Value $988K Shares 1,993 Est. Cost $371.40 Unrealized +23.9%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value $957K Shares 6,539 Est. Cost $88.78 Unrealized +73.7%
CVX CHEVRON CORPORATION 0.3%
Value $952K Shares 4,602 Est. Cost $114.22 Unrealized +50.5%
NVS NOVARTIS AG 0.3%
Value $948K Shares 6,203 Est. Cost $97.80 Unrealized
DUK DUKE ENERGY CORP NEW 0.3%
Value $928K Shares 7,087 Est. Cost $96.23 Unrealized +25.6%
MCK MCKESSON CORP 0.3%
Value $904K Shares 1,045 Est. Cost $503.49 Unrealized +73.9%
PM PHILIP MORRIS INTL INC 0.3%
Value $897K Shares 5,424 Est. Cost $119.98 Unrealized +46.6%
PKX POSCO HOLDINGS INC 0.3%
Value $891K Shares 15,232 Est. Cost $52.23 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value $886K Shares 7,064 Est. Cost $96.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $885K Shares 3,653 Est. Cost $171.90 Unrealized +65.2%
INFY INFOSYS LTD 0.3%
Value $884K Shares 65,398 Est. Cost $16.91 Unrealized
RDY DR REDDYS LABS LTD 0.3%
Value $883K Shares 63,757 Est. Cost $21.41 Unrealized
CAT CATERPILLAR INC 0.3%
Value $871K Shares 1,230 Est. Cost $265.04 Unrealized +158.2%
TMUS T-MOBILE US INC 0.3%
Value $855K Shares 4,069 Est. Cost $165.28 Unrealized +21.2%
T AT&T INC 0.3%
Value $849K Shares 29,297 Est. Cost $19.55 Unrealized +31.7%
NFLX NETFLIX INC. 0.3%
Value $849K Shares 8,827 Est. Cost $105.86 Unrealized -20.8%
BAC BANK AMERICA CORP 0.3%
Value $836K Shares 17,156 Est. Cost $36.70 Unrealized +46.2%
PEP PEPSICO INC 0.3%
Value $826K Shares 5,317 Est. Cost $136.48 Unrealized +13.4%
RY ROYAL BK CDA 0.3%
Value $807K Shares 4,991 Est. Cost $103.36 Unrealized +64.4%
ACWV ISHARES INC 0.3%
Value $805K Shares 5,169 Est. Cost $116.16 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.3%
Value $800K Shares 4,614 Est. Cost $150.66 Unrealized +20.4%
HSBC HSBC HLDGS PLC 0.3%
Value $780K Shares 9,455 Est. Cost $44.85 Unrealized
WFC WELLS FARGO & CO 0.3%
Value $776K Shares 9,742 Est. Cost $52.54 Unrealized +71.4%
ORCL ORACLE CORP 0.3%
Value $759K Shares 5,160 Est. Cost $138.31 Unrealized +22.6%
KR KROGER CO 0.3%
Value $728K Shares 10,055 Est. Cost $37.69 Unrealized +71.4%
HD HOME DEPOT INC 0.3%
Value $721K Shares 2,192 Est. Cost $328.42 Unrealized +14.8%
GE GE AEROSPACE 0.3%
Value $717K Shares 2,527 Est. Cost $169.51 Unrealized +87.7%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value $709K Shares 1,634 Est. Cost $320.41 Unrealized +29.8%
SKM SK TELECOM CO LTD 0.2%
Value $693K Shares 23,648 Est. Cost $22.78 Unrealized
BP BP PLC 0.2%
Value $690K Shares 14,691 Est. Cost $35.28 Unrealized
SHEL SHELL PLC 0.2%
Value $689K Shares 7,408 Est. Cost $59.00 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value $669K Shares 3,133 Est. Cost $107.88 Unrealized +109.4%
GILD GILEAD SCIENCES INC 0.2%
Value $658K Shares 4,721 Est. Cost $79.69 Unrealized +73.6%
WCN WASTE CONNECTIONS INC 0.2%
Value $643K Shares 3,961 Est. Cost $136.44 Unrealized +22.7%
GEV GE VERNOVA INC 0.2%
Value $638K Shares 731 Est. Cost $415.97 Unrealized +77.2%
AMGN AMGEN INC 0.2%
Value $634K Shares 1,803 Est. Cost $241.94 Unrealized +44.5%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $631K Shares 925 Est. Cost $446.74 Unrealized +50.8%
RSG REPUBLIC SVCS INC 0.2%
Value $627K Shares 2,865 Est. Cost $168.68 Unrealized +28.4%
KB KB FINL GROUP INC 0.2%
Value $625K Shares 6,269 Est. Cost $40.86 Unrealized
EQNR EQUINOR ASA 0.2%
Value $625K Shares 14,799 Est. Cost $21.69 Unrealized
MUFG MITSUBISHI UFJ FINANCIAL GRO 0.2%
Value $620K Shares 36,531 Est. Cost $11.97 Unrealized
CME CME GROUP INC 0.2%
Value $620K Shares 2,098 Est. Cost $203.84 Unrealized +41.9%
WF WOORI FINL GROUP INC 0.2%
Value $612K Shares 9,186 Est. Cost $33.41 Unrealized
CAM AB ACTIVE ETFS INC 0.2%
Value $607K Shares 18,384 Est. Cost $31.74 Unrealized
TJX TJX COS INC NEW 0.2%
Value $597K Shares 3,736 Est. Cost $96.60 Unrealized +59.7%
RTX RTX CORPORATION 0.2%
Value $590K Shares 3,058 Est. Cost $95.27 Unrealized +106.4%
ASX ASE TECHNOLOGY HLDG CO LTD 0.2%
Value $574K Shares 26,462 Est. Cost $10.44 Unrealized
CB CHUBB LTD SWITZ 0.2%
Value $570K Shares 1,748 Est. Cost $219.26 Unrealized +44.2%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $569K Shares 1,274 Est. Cost $328.78 Unrealized +42.2%
ANET ARISTA NETWORKS INC 0.2%
Value $568K Shares 4,624 Est. Cost $86.52 Unrealized +56.1%
RIO RIO TINTO PLC 0.2%
Value $558K Shares 5,983 Est. Cost $61.70 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value $550K Shares 1,609 Est. Cost $161.98 Unrealized +101.6%
CRM SALESFORCE INC 0.2%
Value $529K Shares 2,836 Est. Cost $239.04 Unrealized -9.7%
SHG SHINHAN FINANCIAL GROUP CO L 0.2%
Value $522K Shares 8,515 Est. Cost $33.42 Unrealized
TM TOYOTA MOTOR CORP 0.2%
Value $520K Shares 2,523 Est. Cost $168.66 Unrealized
SONY SONY GROUP CORP 0.2%
Value $518K Shares 25,013 Est. Cost $31.36 Unrealized
SHOP SHOPIFY INC 0.2%
Value $516K Shares 4,353 Est. Cost $83.84 Unrealized +62.8%
BHP BHP BILLITON LIMITED 0.2%
Value $515K Shares 7,074 Est. Cost $57.02 Unrealized
BA BOEING CO 0.2%
Value $513K Shares 2,578 Est. Cost $174.75 Unrealized +36.5%
AMD ADVANCED MICRO DEVICES INC 0.2%
Value $504K Shares 2,476 Est. Cost $134.47 Unrealized +64.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value $503K Shares 833 Est. Cost $390.88 Unrealized +53.7%
WELL WELLTOWER INC 0.2%
Value $498K Shares 2,521 Est. Cost $128.04 Unrealized +46.0%
HON HONEYWELL INTL INC 0.2%
Value $498K Shares 2,205 Est. Cost $185.69 Unrealized +21.7%
APH AMPHENOL CORP 0.2%
Value $493K Shares 3,904 Est. Cost $59.34 Unrealized +146.7%
INTU INTUIT 0.2%
Value $492K Shares 1,138 Est. Cost $632.11 Unrealized -21.3%
COP CONOCOPHILLIPS 0.2%
Value $483K Shares 3,662 Est. Cost $78.44 Unrealized +30.9%
UL UNILEVER PLC 0.2%
Value $478K Shares 8,395 Est. Cost $65.40 Unrealized
MS MORGAN STANLEY 0.2%
Value $475K Shares 2,886 Est. Cost $110.43 Unrealized +62.7%
CBOE CBOE GLOBAL MKTS INC 0.2%
Value $466K Shares 1,658 Est. Cost $158.30 Unrealized +71.8%
REGN REGENERON PHARMACEUTICALS 0.2%
Value $459K Shares 594 Est. Cost $533.25 Unrealized +44.2%
SPGI S&P GLOBAL INC 0.2%
Value $458K Shares 1,076 Est. Cost $429.92 Unrealized +12.9%
TRV TRAVELERS COMPANIES INC 0.2%
Value $458K Shares 1,569 Est. Cost $197.09 Unrealized +46.4%
AU ANGLOGOLD ASHANTI PLC 0.2%
Value $455K Shares 4,677 Est. Cost $42.16 Unrealized +145.8%
VRSN VERISIGN INC 0.2%
Value $449K Shares 1,806 Est. Cost $201.68 Unrealized +16.7%
UNP UNION PAC CORP 0.2%
Value $448K Shares 1,847 Est. Cost $201.83 Unrealized +20.6%
WEC WEC ENERGY GROUP INC 0.2%
Value $446K Shares 3,853 Est. Cost $79.69 Unrealized +37.9%
AON AON PLC 0.2%
Value $446K Shares 1,381 Est. Cost $274.44 Unrealized +22.5%
AXP AMERICAN EXPRESS CO 0.2%
Value $444K Shares 1,469 Est. Cost $233.98 Unrealized +52.2%
MFG MIZUHO FINANCIAL GROUP INC 0.2%
Value $442K Shares 55,655 Est. Cost $4.39 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value $440K Shares 6,079 Est. Cost $58.00 Unrealized +39.0%
ESLT ELBIT SYS LTD 0.2%
Value $438K Shares 516 Est. Cost $303.21 Unrealized +130.7%
NEE NEXTERA ENERGY INC 0.2%
Value $438K Shares 4,713 Est. Cost $69.89 Unrealized +24.7%
ISRG INTUITIVE SURGICAL INC 0.2%
Value $436K Shares 945 Est. Cost $437.14 Unrealized +19.2%
SCHW SCHWAB CHARLES CORP 0.1%
Value $426K Shares 4,537 Est. Cost $78.21 Unrealized +28.0%
DE DEERE & CO 0.1%
Value $419K Shares 744 Est. Cost $408.96 Unrealized +34.8%
SBUX STARBUCKS CORP 0.1%
Value $418K Shares 4,669 Est. Cost $90.41 Unrealized +3.6%
VRT VERTIV HOLDINGS CO 0.1%
Value $418K Shares 1,667 Est. Cost $97.15 Unrealized +105.7%
WIT WIPRO LTD 0.1%
Value $406K Shares 191,307 Est. Cost $4.04 Unrealized
SLF SUN LIFE FINANCIAL INC. 0.1%
Value $404K Shares 6,455 Est. Cost $47.47 Unrealized +35.2%
NOW SERVICENOW INC 0.1%
Value $399K Shares 3,817 Est. Cost $163.78 Unrealized -26.0%
MO ALTRIA GROUP INC 0.1%
Value $397K Shares 6,010 Est. Cost $43.36 Unrealized +45.4%
SYK STRYKER CORPORATION 0.1%
Value $395K Shares 1,202 Est. Cost $257.03 Unrealized +41.9%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value $391K Shares 4,234 Est. Cost $90.76 Unrealized +4.6%
HSY HERSHEY CO 0.1%
Value $389K Shares 1,871 Est. Cost $240.46 Unrealized -14.9%
EDU NEW ORIENTAL ED & TECHNOLOGY 0.1%
Value $388K Shares 6,854 Est. Cost $35.09 Unrealized
BKNG BOOKING HOLDINGS INC 0.1%
Value $387K Shares 92 Est. Cost $4327.11 Unrealized +10.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $383K Shares 453 Est. Cost $532.60 Unrealized +75.1%
INTC INTEL CORP 0.1%
Value $380K Shares 8,603 Est. Cost $22.14 Unrealized +109.7%
EQIX EQUINIX INC 0.1%
Value $378K Shares 386 Est. Cost $676.07 Unrealized +13.0%
KT KT CORP 0.1%
Value $377K Shares 17,558 Est. Cost $16.96 Unrealized
KLAC KLA CORP 0.1%
Value $374K Shares 254 Est. Cost $723.07 Unrealized +102.2%
TD TORONTO DOMINION BK ONT 0.1%
Value $372K Shares 3,985 Est. Cost $60.96 Unrealized +56.3%
BTI BRITISH AMERN TOB PLC 0.1%
Value $369K Shares 6,318 Est. Cost $40.27 Unrealized
GSK GSK PLC 0.1%
Value $361K Shares 6,546 Est. Cost $38.64 Unrealized
SMFG SUMITOMO MITSUI FIN GRP INC 0.1%
Value $361K Shares 18,274 Est. Cost $12.78 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $355K Shares 1,789 Est. Cost $280.78 Unrealized -9.8%
SAP SAP SE 0.1%
Value $353K Shares 2,061 Est. Cost $251.16 Unrealized
EA ELECTRONIC ARTS INC 0.1%
Value $350K Shares 1,717 Est. Cost $138.86 Unrealized +45.8%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value $346K Shares 2,546 Est. Cost $139.68 Unrealized -7.8%
SAN BANCO SANTANDER SA 0.1%
Value $344K Shares 30,501 Est. Cost $7.01 Unrealized
TTE TOTALENERGIES SE 0.1%
Value $343K Shares 3,766 Est. Cost $63.23 Unrealized +13.1%
TRP TC ENERGY CORP 0.1%
Value $335K Shares 5,348 Est. Cost $44.49 Unrealized +30.8%
ENB ENBRIDGE INC 0.1%
Value $329K Shares 6,076 Est. Cost $40.01 Unrealized +21.4%
C CITIGROUP INC 0.1%
Value $324K Shares 2,860 Est. Cost $51.39 Unrealized +126.1%
DIS DISNEY WALT CO 0.1%
Value $324K Shares 3,359 Est. Cost $92.25 Unrealized +18.6%
COHR COHERENT CORP 0.1%
Value $322K Shares 1,350 Est. Cost $213.35 Unrealized 0.0%
HDB HDFC BANK LTD 0.1%
Value $322K Shares 12,924 Est. Cost $49.56 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value $314K Shares 1,162 Est. Cost $93.54 Unrealized +168.6%
LNG CHENIERE ENERGY INC 0.1%
Value $312K Shares 1,098 Est. Cost $179.05 Unrealized +17.2%
PDD PDD HOLDINGS INC 0.1%
Value $310K Shares 3,034 Est. Cost $90.65 Unrealized
LOW LOWES COS INC 0.1%
Value $309K Shares 1,308 Est. Cost $209.28 Unrealized +29.7%
BN BROOKFIELD CORP 0.1%
Value $307K Shares 7,586 Est. Cost $38.23 Unrealized +22.1%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $302K Shares 614 Est. Cost $529.85 Unrealized +8.4%
MCO MOODYS CORP 0.1%
Value $301K Shares 691 Est. Cost $353.25 Unrealized +38.6%
CHD CHURCH & DWIGHT CO INC 0.1%
Value $301K Shares 3,223 Est. Cost $96.74 Unrealized -2.0%
AZO AUTOZONE INC 0.1%
Value $301K Shares 89 Est. Cost $3341.32 Unrealized +8.5%
PGR PROGRESSIVE CORP 0.1%
Value $300K Shares 1,513 Est. Cost $186.26 Unrealized +11.0%
PANW PALO ALTO NETWORKS 0.1%
Value $300K Shares 1,869 Est. Cost $179.12 Unrealized -3.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $299K Shares 764 Est. Cost $126.76 Unrealized +197.0%
TAL TAL ED GROUP 0.1%
Value $298K Shares 26,192 Est. Cost $4.93 Unrealized
BMO BANK MONTREAL MEDIUM 0.1%
Value $295K Shares 2,183 Est. Cost $88.84 Unrealized +56.3%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $293K Shares 268 Est. Cost $638.30 Unrealized +73.1%
ETN EATON CORP PLC 0.1%
Value $290K Shares 812 Est. Cost $201.37 Unrealized +75.6%
YUM YUM BRANDS INC 0.1%
Value $290K Shares 1,865 Est. Cost $133.54 Unrealized +17.8%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value $289K Shares 15,606 Est. Cost $14.10 Unrealized
STM STMICROELECTRONICS N V 0.1%
Value $288K Shares 8,330 Est. Cost $34.55 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $286K Shares 2,183 Est. Cost $103.10 Unrealized +16.9%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value $285K Shares 729 Est. Cost $382.32 Unrealized +12.8%
KMI KINDER MORGAN INC DEL 0.1%
Value $281K Shares 8,389 Est. Cost $25.57 Unrealized +16.3%
HCA HCA HEALTHCARE INC 0.1%
Value $280K Shares 592 Est. Cost $365.25 Unrealized +36.3%
USB US BANCORP 0.1%
Value $277K Shares 5,327 Est. Cost $37.14 Unrealized +52.5%
TLK TELEKOMUNIKASI IND 0.1%
Value $277K Shares 14,818 Est. Cost $15.87 Unrealized
MDT MEDTRONIC PLC 0.1%
Value $276K Shares 3,182 Est. Cost $82.26 Unrealized +21.0%
CNQ CANADIAN NAT RES LTD MED TER 0.1%
Value $276K Shares 5,656 Est. Cost $30.82 Unrealized +20.7%
MDLZ MONDELEZ INTL INC 0.1%
Value $275K Shares 4,771 Est. Cost $58.16 Unrealized 0.0%
APP APPLOVIN CORP 0.1%
Value $275K Shares 690 Est. Cost $335.91 Unrealized +51.0%
UTHR UNITED THERAPEUTICS CORP DEL 0.1%
Value $275K Shares 463 Est. Cost $336.31 Unrealized +42.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value $272K Shares 1,729 Est. Cost $164.12 Unrealized +0.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $272K Shares 1,337 Est. Cost $239.81 Unrealized +0.4%
GIB CGI INC 0.1%
Value $271K Shares 3,714 Est. Cost $83.91 Unrealized 0.0%
ARGX ARGENX SE 0.1%
Value $270K Shares 370 Est. Cost $576.93 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value $267K Shares 985 Est. Cost $347.50 Unrealized -11.2%
FIX COMFORT SYS USA INC 0.1%
Value $266K Shares 193 Est. Cost $1196.06 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.1%
Value $264K Shares 3,668 Est. Cost $71.25 Unrealized +10.5%
GD GENERAL DYNAMICS CORP 0.1%
Value $263K Shares 765 Est. Cost $258.15 Unrealized +37.3%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $260K Shares 12,025 Est. Cost $16.03 Unrealized
DSGX DESCARTES SYS GROUP INC 0.1%
Value $256K Shares 3,573 Est. Cost $75.60 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value $255K Shares 1,303 Est. Cost $143.18 Unrealized +27.9%
SNPS SYNOPSYS INC 0.1%
Value $255K Shares 642 Est. Cost $431.43 Unrealized +9.3%
NOK NOKIA CORP 0.1%
Value $252K Shares 31,350 Est. Cost $4.64 Unrealized
WMB WILLIAMS COS INC 0.1%
Value $249K Shares 3,422 Est. Cost $46.41 Unrealized +43.0%
CM CANADIAN IMPERIAL BANK OF CO 0.1%
Value $248K Shares 2,617 Est. Cost $40.47 Unrealized +133.7%
MMM 3M CO 0.1%
Value $244K Shares 1,677 Est. Cost $127.10 Unrealized +29.0%
NVO NOVO-NORDISK A S 0.1%
Value $243K Shares 6,623 Est. Cost $83.31 Unrealized
PFE PFIZER INC 0.1%
Value $242K Shares 8,606 Est. Cost $24.49 Unrealized +6.9%
TFC TRUIST FINL CORP 0.1%
Value $242K Shares 5,256 Est. Cost $34.39 Unrealized +48.7%
SHW SHERWIN WILLIAMS CO 0.1%
Value $241K Shares 752 Est. Cost $270.50 Unrealized +31.4%
COF CAPITAL ONE FINL CORP 0.1%
Value $239K Shares 1,309 Est. Cost $185.52 Unrealized +20.3%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value $238K Shares 394 Est. Cost $488.35 Unrealized +25.7%
NEM NEWMONT CORP 0.1%
Value $236K Shares 2,184 Est. Cost $53.07 Unrealized +122.6%
CI THE CIGNA GROUP 0.1%
Value $235K Shares 882 Est. Cost $280.07 Unrealized +0.2%
WRB BERKLEY W R CORP 0.1%
Value $234K Shares 3,534 Est. Cost $53.43 Unrealized +30.0%
PLD PROLOGIS INC. 0.1%
Value $234K Shares 1,768 Est. Cost $106.78 Unrealized +20.9%
QCOM QUALCOMM INC 0.1%
Value $233K Shares 1,809 Est. Cost $145.93 Unrealized +5.5%
GLW CORNING INC 0.1%
Value $229K Shares 1,681 Est. Cost $44.92 Unrealized +148.6%
LYG LLOYDS BANKING GROUP PLC 0.1%
Value $228K Shares 45,381 Est. Cost $3.22 Unrealized
O REALTY INCOME CORP 0.1%
Value $228K Shares 3,727 Est. Cost $57.31 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $226K Shares 811 Est. Cost $276.52 Unrealized +8.9%
ADBE ADOBE INC 0.1%
Value $226K Shares 931 Est. Cost $426.48 Unrealized -32.0%
RRC RANGE RES CORP 0.1%
Value $226K Shares 5,000 Est. Cost $37.69 Unrealized -4.1%
AEM AGNICO EAGLE MINES LTD 0.1%
Value $224K Shares 1,104 Est. Cost $206.02 Unrealized 0.0%
NET CLOUDFLARE INC 0.1%
Value $224K Shares 1,085 Est. Cost $145.18 Unrealized +25.6%
VLO VALERO ENERGY CORP 0.1%
Value $223K Shares 901 Est. Cost $190.06 Unrealized 0.0%
FN FABRINET 0.1%
Value $220K Shares 421 Est. Cost $492.64 Unrealized 0.0%
SNY SANOFI SA 0.1%
Value $220K Shares 4,557 Est. Cost $50.02 Unrealized
B BARRICK MNG CORP 0.1%
Value $219K Shares 5,367 Est. Cost $19.29 Unrealized +150.4%
CL COLGATE PALMOLIVE CO 0.1%
Value $219K Shares 2,565 Est. Cost $88.75 Unrealized 0.0%
UBS UBS GROUP AG 0.1%
Value $217K Shares 5,558 Est. Cost $32.81 Unrealized +38.9%
ABT ABBOTT LABORATORIES 0.1%
Value $216K Shares 2,099 Est. Cost $119.10 Unrealized -3.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $214K Shares 3,528 Est. Cost $57.43 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATION 0.1%
Value $213K Shares 1,630 Est. Cost $75.90 Unrealized +66.1%
FTS FORTIS INC 0.1%
Value $213K Shares 3,821 Est. Cost $46.67 Unrealized +14.5%
HWM HOWMET AEROSPACE INC 0.1%
Value $210K Shares 912 Est. Cost $162.15 Unrealized +39.7%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value $210K Shares 755 Est. Cost $243.85 Unrealized +24.4%
D DOMINION ENERGY INC 0.1%
Value $208K Shares 3,370 Est. Cost $58.31 Unrealized +5.7%
WDS WOODSIDE ENERGY GROUP LTD 0.1%
Value $208K Shares 8,712 Est. Cost $23.88 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $207K Shares 652 Est. Cost $206.87 Unrealized +52.8%
L LOEWS CORP 0.1%
Value $207K Shares 1,943 Est. Cost $94.44 Unrealized +12.7%
RCL ROYAL CARIBBEAN GROUP 0.1%
Value $206K Shares 747 Est. Cost $237.12 Unrealized +30.3%
PH PARKER-HANNIFIN CORP 0.1%
Value $205K Shares 229 Est. Cost $628.26 Unrealized +52.5%
FCX FREEPORT MCMORAN INC 0.1%
Value $200K Shares 3,410 Est. Cost $37.85 Unrealized +61.5%
DELL DELL TECHNOLOGIES INC 0.1%
Value $200K Shares 1,219 Est. Cost $119.03 Unrealized 0.0%
TKC TURKCELL ILETISIM 0.1%
Value $194K Shares 32,221 Est. Cost $5.03 Unrealized
UGP ULTRAPAR PARTICIPACOES SA 0.1%
Value $183K Shares 33,240 Est. Cost $3.09 Unrealized
LPL LG DISPLAY CO LTD 0.1%
Value $165K Shares 42,610 Est. Cost $3.88 Unrealized
ELPC COMPANHIA PARANAENSE DE ENER 0.1%
Value $164K Shares 13,776 Est. Cost $9.51 Unrealized
NIO NIO INC 0.1%
Value $161K Shares 26,742 Est. Cost $5.28 Unrealized
NMR NOMURA HLDGS INC 0.0%
Value $134K Shares 17,034 Est. Cost $3.45 Unrealized
HLN HALEON PLC 0.0%
Value $133K Shares 13,260 Est. Cost $10.43 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.0%
Value $115K Shares 48,029 Est. Cost $2.43 Unrealized
BBD BANCO BRADESCO S A 0.0%
Value $76,015 Shares 20,826 Est. Cost $2.68 Unrealized
ABEV AMBEV SA 0.0%
Value $74,197 Shares 25,410 Est. Cost $2.39 Unrealized
MLCO MELCO RESORTS AND ENTMNT LTD 0.0%
Value $71,398 Shares 12,570 Est. Cost $6.67 Unrealized