Convergence Investment Partners, LLC Quant / Systematic

Location: Palm Beach Gardens, FL

CIK: 0001456133 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 22, 2020

Total Value: $352M (100.0% shares, 0.0% debt)

Holdings (222)

AAPL APPLE INC 2.6%
Value $9.018M Shares 30,711 Est. Cost $32.93 Unrealized +88.3%
T AT&T INC 2.3%
Value $8.219M Shares 210,312 Est. Cost $15.39 Unrealized +22.6%
MSFT MICROSOFT CORP 2.0%
Value $7.018M Shares 44,500 Est. Cost $51.72 Unrealized +169.2%
CSCO CISCO SYS INC 1.7%
Value $5.815M Shares 121,239 Est. Cost $29.13 Unrealized +32.3%
VZ VERIZON COMMUNICATIONS INC 1.6%
Value $5.72M Shares 93,161 Est. Cost $31.75 Unrealized +34.8%
WMT WALMART INC 1.5%
Value $5.335M Shares 44,891 Est. Cost $18.42 Unrealized +97.5%
AMGN AMGEN INC 1.4%
Value $5.028M Shares 20,858 Est. Cost $124.36 Unrealized +46.9%
WFC WELLS FARGO CO NEW 1.4%
Value $5.013M Shares 93,185 Est. Cost $40.34 Unrealized +10.8%
PFE PFIZER INC 1.4%
Value $4.931M Shares 125,867 Est. Cost $23.83 Unrealized +12.1%
ABBV ABBVIE INC 1.4%
Value $4.925M Shares 55,621 Est. Cost $43.40 Unrealized +48.9%
C CITIGROUP INC 1.4%
Value $4.869M Shares 60,943 Est. Cost $42.22 Unrealized +40.4%
VLO VALERO ENERGY CORP NEW 1.4%
Value $4.85M Shares 51,789 Est. Cost $45.06 Unrealized +63.4%
TGT TARGET CORP 1.3%
Value $4.586M Shares 35,768 Est. Cost $66.47 Unrealized +50.2%
IBM INTERNATIONAL BUSINESS MACHS 1.3%
Value $4.572M Shares 34,112 Est. Cost $95.83 Unrealized +4.2%
QCOM QUALCOMM INC 1.2%
Value $4.308M Shares 48,831 Est. Cost $48.02 Unrealized +51.7%
BAC BANK AMER CORP 1.2%
Value $4.301M Shares 122,131 Est. Cost $16.98 Unrealized +63.6%
MS MORGAN STANLEY 1.2%
Value $4.298M Shares 84,073 Est. Cost $33.60 Unrealized +16.3%
JPM JPMORGAN CHASE & CO 1.2%
Value $4.075M Shares 29,234 Est. Cost $57.20 Unrealized +90.0%
GILD GILEAD SCIENCES INC 1.2%
Value $4.045M Shares 62,243 Est. Cost $54.05 Unrealized -5.1%
INTC INTEL CORP 1.1%
Value $3.919M Shares 65,482 Est. Cost $36.94 Unrealized +33.3%
LMT LOCKHEED MARTIN CORP 1.1%
Value $3.841M Shares 9,864 Est. Cost $273.38 Unrealized +18.8%
PG PROCTER & GAMBLE CO 1.1%
Value $3.8M Shares 30,422 Est. Cost $72.35 Unrealized +45.5%
HD HOME DEPOT INC 1.1%
Value $3.704M Shares 16,961 Est. Cost $113.59 Unrealized +71.7%
AMZN AMAZON COM INC 1.0%
Value $3.393M Shares 1,836 Est. Cost $58.02 Unrealized +52.5%
PSX PHILLIPS 66 1.0%
Value $3.362M Shares 30,174 Est. Cost $74.91 Unrealized +16.6%
ORCL ORACLE CORP 0.9%
Value $3.321M Shares 62,693 Est. Cost $44.51 Unrealized +13.3%
CAH CARDINAL HEALTH INC 0.9%
Value $3.282M Shares 64,893 Est. Cost $46.23 Unrealized -5.6%
GOOG ALPHABET INC 0.9%
Value $3.261M Shares 2,439 Est. Cost $42.33 Unrealized +51.3%
CVX CHEVRON CORP NEW 0.9%
Value $3.177M Shares 26,364 Est. Cost $86.83 Unrealized +3.3%
PRU PRUDENTIAL FINL INC 0.9%
Value $3.096M Shares 33,026 Est. Cost $68.56 Unrealized -1.7%
COR AMERISOURCEBERGEN CORP 0.9%
Value $3.002M Shares 35,307 Est. Cost $67.19 Unrealized +6.0%
WYNDHAM DESTINATIONS INC 0.8%
Value $2.877M Shares 55,656 Est. Cost $51.69 Unrealized
MET METLIFE INC 0.8%
Value $2.867M Shares 56,248 Est. Cost $34.41 Unrealized +14.3%
META FACEBOOK INC 0.8%
Value $2.82M Shares 13,737 Est. Cost $181.16 Unrealized +6.2%
AES AES CORP 0.8%
Value $2.79M Shares 140,194 Est. Cost $8.07 Unrealized +77.8%
NEE NEXTERA ENERGY INC 0.8%
Value $2.762M Shares 11,405 Est. Cost $46.98 Unrealized +6.8%
SO SOUTHERN CO 0.8%
Value $2.741M Shares 43,030 Est. Cost $45.27 Unrealized +8.0%
XOM EXXON MOBIL CORP 0.7%
Value $2.63M Shares 37,688 Est. Cost $53.08 Unrealized -1.9%
ETN EATON CORP PLC 0.7%
Value $2.624M Shares 27,707 Est. Cost $55.39 Unrealized +43.9%
MO ALTRIA GROUP INC 0.7%
Value $2.591M Shares 51,922 Est. Cost $30.14 Unrealized -4.5%
AMP AMERIPRISE FINL INC 0.7%
Value $2.478M Shares 14,878 Est. Cost $109.35 Unrealized +27.5%
SYF SYNCHRONY FINL 0.7%
Value $2.46M Shares 68,313 Est. Cost $26.29 Unrealized +16.9%
KMB KIMBERLY CLARK CORP 0.7%
Value $2.457M Shares 17,861 Est. Cost $84.61 Unrealized +28.6%
CMI CUMMINS INC 0.7%
Value $2.457M Shares 13,732 Est. Cost $131.81 Unrealized +14.6%
GOOGL ALPHABET INC 0.7%
Value $2.447M Shares 1,827 Est. Cost $58.42 Unrealized +9.6%
RF REGIONS FINL CORP NEW 0.7%
Value $2.419M Shares 140,972 Est. Cost $11.55 Unrealized +10.6%
GIS GENERAL MLS INC 0.6%
Value $2.256M Shares 42,113 Est. Cost $42.80 Unrealized 0.0%
V VISA INC 0.6%
Value $2.175M Shares 11,576 Est. Cost $155.41 Unrealized +11.0%
ITW ILLINOIS TOOL WKS INC 0.6%
Value $2.132M Shares 11,870 Est. Cost $127.10 Unrealized +15.1%
WHR WHIRLPOOL CORP 0.6%
Value $2.079M Shares 14,093 Est. Cost $151.00 Unrealized 0.0%
MA MASTERCARD INC 0.6%
Value $2.067M Shares 6,922 Est. Cost $237.11 Unrealized +15.0%
HST HOST HOTELS & RESORTS INC 0.6%
Value $1.959M Shares 105,623 Est. Cost $15.79 Unrealized -12.2%
DAL DELTA AIR LINES INC DEL 0.6%
Value $1.955M Shares 33,429 Est. Cost $55.60 Unrealized -2.7%
BMY BRISTOL MYERS SQUIBB CO 0.5%
Value $1.928M Shares 30,036 Est. Cost $39.33 Unrealized +14.9%
FITB FIFTH THIRD BANCORP 0.5%
Value $1.9M Shares 61,816 Est. Cost $18.14 Unrealized +26.3%
DISCOVER FINL SVCS 0.5%
Value $1.817M Shares 21,428 Est. Cost $74.75 Unrealized
ACN ACCENTURE PLC IRELAND 0.5%
Value $1.798M Shares 8,538 Est. Cost $171.55 Unrealized +4.0%
AVGO BROADCOM INC 0.5%
Value $1.791M Shares 5,667 Est. Cost $20.00 Unrealized +29.4%
OMC OMNICOM GROUP INC 0.5%
Value $1.762M Shares 21,742 Est. Cost $57.47 Unrealized +8.8%
LYB LYONDELLBASELL INDUSTRIES N 0.5%
Value $1.75M Shares 18,521 Est. Cost $61.14 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.5%
Value $1.746M Shares 9,659 Est. Cost $115.54 Unrealized +29.3%
UNITED TECHNOLOGIES CORP 0.5%
Value $1.739M Shares 11,609 Est. Cost $133.18 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value $1.725M Shares 5,311 Est. Cost $273.00 Unrealized +9.3%
EAT BRINKER INTL INC 0.5%
Value $1.66M Shares 39,520 Est. Cost $40.75 Unrealized +3.9%
WALGREENS BOOTS ALLIANCE INC 0.5%
Value $1.653M Shares 28,030 Est. Cost $70.91 Unrealized
DISH NETWORK CORP 0.5%
Value $1.607M Shares 45,300 Est. Cost $34.10 Unrealized
DISCOVERY INC 0.5%
Value $1.607M Shares 49,094 Est. Cost $31.96 Unrealized
LAM RESEARCH CORP 0.4%
Value $1.58M Shares 5,403 Est. Cost $187.89 Unrealized
FTNT FORTINET INC 0.4%
Value $1.528M Shares 14,317 Est. Cost $7.69 Unrealized +144.7%
CHTR CHARTER COMMUNICATIONS INC N 0.4%
Value $1.519M Shares 3,131 Est. Cost $451.28 Unrealized +2.0%
MCK MCKESSON CORP 0.4%
Value $1.513M Shares 10,940 Est. Cost $119.47 Unrealized +13.4%
CDNS CADENCE DESIGN SYSTEM INC 0.4%
Value $1.511M Shares 21,790 Est. Cost $66.85 Unrealized +0.3%
MDT MEDTRONIC PLC 0.4%
Value $1.506M Shares 13,273 Est. Cost $85.77 Unrealized +7.9%
SLB SCHLUMBERGER LTD 0.4%
Value $1.503M Shares 37,395 Est. Cost $30.72 Unrealized 0.0%
KO COCA COLA CO 0.4%
Value $1.49M Shares 26,922 Est. Cost $42.07 Unrealized +5.8%
BIIB BIOGEN INC 0.4%
Value $1.488M Shares 5,014 Est. Cost $288.99 Unrealized -4.0%
VMWARE INC 0.4%
Value $1.456M Shares 9,594 Est. Cost $75.78 Unrealized
CITRIX SYS INC 0.4%
Value $1.437M Shares 12,958 Est. Cost $76.59 Unrealized
DOW DOW INC 0.4%
Value $1.424M Shares 26,013 Est. Cost $32.74 Unrealized +12.1%
MYLAN N V 0.4%
Value $1.403M Shares 69,786 Est. Cost $20.10 Unrealized
TSN TYSON FOODS INC 0.4%
Value $1.402M Shares 15,405 Est. Cost $63.73 Unrealized +12.6%
IP INTL PAPER CO 0.4%
Value $1.375M Shares 29,861 Est. Cost $30.46 Unrealized +4.7%
JBL JABIL INC 0.4%
Value $1.372M Shares 33,208 Est. Cost $28.52 Unrealized +30.6%
DVA DAVITA INC 0.4%
Value $1.372M Shares 18,288 Est. Cost $66.33 Unrealized 0.0%
KBR KBR INC 0.4%
Value $1.367M Shares 44,833 Est. Cost $23.20 Unrealized +12.8%
CVS CVS HEALTH CORP 0.4%
Value $1.36M Shares 18,300 Est. Cost $58.15 Unrealized -0.6%
COF CAPITAL ONE FINL CORP 0.4%
Value $1.353M Shares 13,152 Est. Cost $67.18 Unrealized +29.2%
MPC MARATHON PETE CORP 0.4%
Value $1.342M Shares 22,271 Est. Cost $51.65 Unrealized 0.0%
CORELOGIC INC 0.4%
Value $1.333M Shares 30,495 Est. Cost $43.71 Unrealized
PPC PILGRIMS PRIDE CORP NEW 0.4%
Value $1.327M Shares 40,576 Est. Cost $29.05 Unrealized +7.1%
ABG ASBURY AUTOMOTIVE GROUP INC 0.4%
Value $1.324M Shares 11,844 Est. Cost $89.95 Unrealized +19.6%
THC TENET HEALTHCARE CORP 0.4%
Value $1.32M Shares 34,698 Est. Cost $29.95 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value $1.293M Shares 9,093 Est. Cost $96.59 Unrealized +7.9%
DUK DUKE ENERGY CORP NEW 0.4%
Value $1.292M Shares 14,167 Est. Cost $70.54 Unrealized +1.8%
MEDP MEDPACE HLDGS INC 0.4%
Value $1.251M Shares 14,885 Est. Cost $48.66 Unrealized +59.0%
HSY HERSHEY CO 0.4%
Value $1.25M Shares 8,503 Est. Cost $92.82 Unrealized +38.4%
TER TERADYNE INC 0.4%
Value $1.241M Shares 18,200 Est. Cost $44.06 Unrealized +40.4%
HOLLYFRONTIER CORP 0.3%
Value $1.225M Shares 24,159 Est. Cost $53.62 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.196M Shares 5,280 Est. Cost $167.87 Unrealized +29.4%
WKC WORLD FUEL SVCS CORP 0.3%
Value $1.188M Shares 27,372 Est. Cost $29.60 Unrealized +41.4%
MPT MEDICAL PPTYS TRUST INC 0.3%
Value $1.186M Shares 56,161 Est. Cost $16.92 Unrealized
MDU MDU RES GROUP INC 0.3%
Value $1.184M Shares 39,861 Est. Cost $9.10 Unrealized 0.0%
AN AUTONATION INC 0.3%
Value $1.18M Shares 24,271 Est. Cost $50.63 Unrealized 0.0%
ALL ALLSTATE CORP 0.3%
Value $1.163M Shares 10,346 Est. Cost $83.49 Unrealized +12.8%
STORE CAP CORP 0.3%
Value $1.155M Shares 31,016 Est. Cost $37.42 Unrealized
CERNER CORP 0.3%
Value $1.145M Shares 15,595 Est. Cost $68.19 Unrealized
KIM KIMCO RLTY CORP 0.3%
Value $1.14M Shares 55,036 Est. Cost $13.74 Unrealized +15.9%
IRM IRON MTN INC NEW 0.3%
Value $1.134M Shares 35,589 Est. Cost $23.96 Unrealized 0.0%
NAVI NAVIENT CORPORATION 0.3%
Value $1.127M Shares 82,417 Est. Cost $13.04 Unrealized +3.2%
AXA EQUITABLE HLDGS INC 0.3%
Value $1.12M Shares 45,217 Est. Cost $24.77 Unrealized
NRG NRG ENERGY INC 0.3%
Value $1.109M Shares 27,890 Est. Cost $30.11 Unrealized +9.5%
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value $1.108M Shares 69,849 Est. Cost $11.95 Unrealized +9.8%
ATKR ATKORE INTL GROUP INC 0.3%
Value $1.102M Shares 27,244 Est. Cost $34.03 Unrealized +4.9%
BMC STK HLDGS INC 0.3%
Value $1.099M Shares 38,310 Est. Cost $24.89 Unrealized
OMF ONEMAIN HLDGS INC 0.3%
Value $1.098M Shares 26,058 Est. Cost $36.46 Unrealized +10.9%
MTZ MASTEC INC 0.3%
Value $1.093M Shares 17,033 Est. Cost $63.42 Unrealized +3.8%
CBRE CBRE GROUP INC 0.3%
Value $1.081M Shares 17,645 Est. Cost $43.40 Unrealized +27.6%
OC OWENS CORNING NEW 0.3%
Value $1.079M Shares 16,570 Est. Cost $64.02 Unrealized 0.0%
SYY SYSCO CORP 0.3%
Value $1.072M Shares 12,535 Est. Cost $60.75 Unrealized +12.8%
ACM AECOM 0.3%
Value $1.072M Shares 24,853 Est. Cost $36.88 Unrealized +8.1%
BLDR BUILDERS FIRSTSOURCE INC 0.3%
Value $1.06M Shares 41,699 Est. Cost $14.96 Unrealized +59.7%
EME EMCOR GROUP INC 0.3%
Value $1.052M Shares 12,191 Est. Cost $79.55 Unrealized +8.1%
UNIVERSAL FST PRODS INC 0.3%
Value $1.048M Shares 21,972 Est. Cost $39.86 Unrealized
AVT AVNET INC 0.3%
Value $1.024M Shares 24,136 Est. Cost $35.15 Unrealized 0.0%
WRB BERKLEY W R CORP 0.3%
Value $1.023M Shares 14,807 Est. Cost $27.13 Unrealized -0.5%
PFG PRINCIPAL FINL GROUP INC 0.3%
Value $1.022M Shares 18,583 Est. Cost $42.59 Unrealized +1.4%
DELL DELL TECHNOLOGIES INC 0.3%
Value $1.022M Shares 19,878 Est. Cost $23.85 Unrealized 0.0%
CSL CARLISLE COS INC 0.3%
Value $1.022M Shares 6,317 Est. Cost $124.17 Unrealized +15.2%
CSX CSX CORP 0.3%
Value $981K Shares 13,560 Est. Cost $21.35 Unrealized +2.0%
JNJ JOHNSON & JOHNSON 0.3%
Value $980K Shares 6,716 Est. Cost $104.54 Unrealized +9.1%
UAL UNITED AIRLINES HLDGS INC 0.3%
Value $973K Shares 11,047 Est. Cost $89.75 Unrealized 0.0%
INTERPUBLIC GROUP COS INC 0.3%
Value $972K Shares 42,089 Est. Cost $16.72 Unrealized +3.0%
NCLH NORWEGIAN CRUISE LINE HLDG L 0.3%
Value $970K Shares 16,604 Est. Cost $50.26 Unrealized +5.0%
CFG CITIZENS FINL GROUP INC 0.3%
Value $949K Shares 23,377 Est. Cost $28.48 Unrealized 0.0%
LSTR LANDSTAR SYS INC 0.3%
Value $939K Shares 8,249 Est. Cost $110.51 Unrealized
BYD BOYD GAMING CORP 0.3%
Value $937K Shares 31,300 Est. Cost $26.95 Unrealized 0.0%
PRKS SEAWORLD ENTMT INC 0.3%
Value $930K Shares 29,340 Est. Cost $26.15 Unrealized +10.3%
JLL JONES LANG LASALLE INC 0.3%
Value $918K Shares 5,272 Est. Cost $153.68 Unrealized +2.2%
ACGL ARCH CAP GROUP LTD 0.3%
Value $918K Shares 21,400 Est. Cost $37.49 Unrealized +5.2%
SGI TEMPUR SEALY INTL INC 0.3%
Value $913K Shares 10,488 Est. Cost $16.97 Unrealized +23.2%
RGA REINSURANCE GRP OF AMERICA I 0.3%
Value $909K Shares 5,576 Est. Cost $161.78 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.3%
Value $903K Shares 7,543 Est. Cost $113.17 Unrealized 0.0%
DOX AMDOCS LTD 0.3%
Value $903K Shares 12,503 Est. Cost $59.82 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $895K Shares 6,008 Est. Cost $106.50 Unrealized 0.0%
BALL BALL CORP 0.3%
Value $894K Shares 13,817 Est. Cost $58.43 Unrealized +8.0%
BLMN BLOOMIN BRANDS INC 0.3%
Value $883K Shares 39,994 Est. Cost $17.68 Unrealized 0.0%
NEU NEWMARKET CORP 0.2%
Value $877K Shares 1,803 Est. Cost $361.40 Unrealized +17.0%
IOSP INNOSPEC INC 0.2%
Value $873K Shares 8,443 Est. Cost $86.58 Unrealized +1.0%
MLM MARTIN MARIETTA MATLS INC 0.2%
Value $871K Shares 3,116 Est. Cost $255.58 Unrealized 0.0%
HRB BLOCK H & R INC 0.2%
Value $869K Shares 37,009 Est. Cost $18.91 Unrealized 0.0%
SHO SUNSTONE HOTEL INVS INC NEW 0.2%
Value $864K Shares 62,058 Est. Cost $13.86 Unrealized
GPI GROUP 1 AUTOMOTIVE INC 0.2%
Value $863K Shares 8,631 Est. Cost $98.67 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.2%
Value $858K Shares 2,919 Est. Cost $162.21 Unrealized +45.9%
AVB AVALONBAY CMNTYS INC 0.2%
Value $858K Shares 4,093 Est. Cost $172.50 Unrealized 0.0%
CE CELANESE CORP DEL 0.2%
Value $853K Shares 6,928 Est. Cost $109.79 Unrealized 0.0%
FR FIRST INDUSTRIAL REALTY TRUS 0.2%
Value $853K Shares 20,550 Est. Cost $40.60 Unrealized
KEY KEYCORP NEW 0.2%
Value $852K Shares 42,083 Est. Cost $13.98 Unrealized 0.0%
XHR XENIA HOTELS & RESORTS INC 0.2%
Value $852K Shares 39,423 Est. Cost $21.61 Unrealized
LEXINGTON REALTY TRUST 0.2%
Value $845K Shares 79,535 Est. Cost $10.62 Unrealized
CCK CROWN HOLDINGS INC 0.2%
Value $833K Shares 11,479 Est. Cost $64.11 Unrealized +5.7%
LIFE STORAGE INC 0.2%
Value $832K Shares 7,681 Est. Cost $108.32 Unrealized
PHM PULTE GROUP INC 0.2%
Value $830K Shares 21,386 Est. Cost $36.45 Unrealized 0.0%
WEINGARTEN RLTY INVS 0.2%
Value $825K Shares 26,421 Est. Cost $31.23 Unrealized
PS BUSINESS PKS INC CALIF 0.2%
Value $813K Shares 4,930 Est. Cost $128.31 Unrealized
SYNA SYNAPTICS INC 0.2%
Value $791K Shares 12,029 Est. Cost $52.69 Unrealized 0.0%
ZION ZIONS BANCORPORATION N A 0.2%
Value $790K Shares 15,213 Est. Cost $45.59 Unrealized +6.5%
MTH MERITAGE HOMES CORP 0.2%
Value $770K Shares 12,604 Est. Cost $31.22 Unrealized +9.9%
CMPR CIMPRESS PLC 0.2%
Value $743K Shares 5,908 Est. Cost $129.96 Unrealized 0.0%
TRU TRANSUNION 0.2%
Value $734K Shares 8,572 Est. Cost $80.90 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.2%
Value $734K Shares 8,522 Est. Cost $13.48 Unrealized +28.5%
MTG MGIC INVT CORP WIS 0.2%
Value $726K Shares 51,212 Est. Cost $13.66 Unrealized +1.5%
RDN RADIAN GROUP INC 0.2%
Value $722K Shares 28,708 Est. Cost $20.16 Unrealized +2.2%
MAN MANPOWERGROUP INC 0.2%
Value $710K Shares 7,307 Est. Cost $91.10 Unrealized +0.5%
BWA BORGWARNER INC 0.2%
Value $704K Shares 16,236 Est. Cost $33.34 Unrealized 0.0%
LCII LCI INDS 0.2%
Value $692K Shares 6,457 Est. Cost $82.13 Unrealized 0.0%
TECH DATA CORP 0.2%
Value $691K Shares 4,809 Est. Cost $97.28 Unrealized
MOBILE MINI INC 0.2%
Value $686K Shares 18,087 Est. Cost $37.93 Unrealized
DIS DISNEY WALT CO 0.2%
Value $623K Shares 4,309 Est. Cost $102.27 Unrealized +32.7%
CMCSA COMCAST CORP NEW 0.2%
Value $560K Shares 12,458 Est. Cost $29.97 Unrealized +26.4%
MRK MERCK & CO INC 0.2%
Value $557K Shares 6,126 Est. Cost $54.28 Unrealized +24.4%
GM GENERAL MTRS CO 0.1%
Value $497K Shares 13,580 Est. Cost $34.84 Unrealized -1.3%
PEP PEPSICO INC 0.1%
Value $490K Shares 3,582 Est. Cost $101.67 Unrealized +10.9%
BA BOEING CO 0.1%
Value $452K Shares 1,388 Est. Cost $190.27 Unrealized +84.5%
PPG PPG INDS INC 0.1%
Value $415K Shares 3,109 Est. Cost $112.51 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value $385K Shares 1,311 Est. Cost $150.11 Unrealized +80.9%
ABT ABBOTT LABS 0.1%
Value $356K Shares 4,095 Est. Cost $54.51 Unrealized +38.1%
NKE NIKE INC 0.1%
Value $330K Shares 3,256 Est. Cost $74.88 Unrealized +15.9%
LLY LILLY ELI & CO 0.1%
Value $324K Shares 2,466 Est. Cost $103.93 Unrealized +3.5%
ADBE ADOBE INC 0.1%
Value $323K Shares 978 Est. Cost $232.42 Unrealized +26.6%
MCD MCDONALDS CORP 0.1%
Value $323K Shares 1,636 Est. Cost $134.66 Unrealized +27.7%
HON HONEYWELL INTL INC 0.1%
Value $316K Shares 1,787 Est. Cost $118.00 Unrealized +22.0%
LOW LOWES COS INC 0.1%
Value $310K Shares 2,585 Est. Cost $82.28 Unrealized +24.4%
TXN TEXAS INSTRS INC 0.1%
Value $298K Shares 2,325 Est. Cost $85.48 Unrealized +21.4%
AXP AMERICAN EXPRESS CO 0.1%
Value $296K Shares 2,379 Est. Cost $103.76 Unrealized +6.1%
GENERAL ELECTRIC CO 0.1%
Value $290K Shares 25,942 Est. Cost $15.13 Unrealized
NVDA NVIDIA CORP 0.1%
Value $286K Shares 1,215 Est. Cost $4.18 Unrealized +23.8%
USB US BANCORP DEL 0.1%
Value $281K Shares 4,733 Est. Cost $37.60 Unrealized +17.9%
CRM SALESFORCE COM INC 0.1%
Value $279K Shares 1,716 Est. Cost $152.92 Unrealized +1.3%
SBUX STARBUCKS CORP 0.1%
Value $278K Shares 3,158 Est. Cost $56.22 Unrealized +32.5%
F FORD MTR CO DEL 0.1%
Value $277K Shares 29,747 Est. Cost $7.20 Unrealized -7.2%
ELV ANTHEM INC 0.1%
Value $271K Shares 898 Est. Cost $216.99 Unrealized +16.7%
NFLX NETFLIX INC 0.1%
Value $260K Shares 803 Est. Cost $29.65 Unrealized 0.0%
MMM 3M CO 0.1%
Value $249K Shares 1,414 Est. Cost $129.46 Unrealized -13.7%
PM PHILIP MORRIS INTL INC 0.1%
Value $247K Shares 2,900 Est. Cost $56.18 Unrealized +6.8%
CAT CATERPILLAR INC DEL 0.1%
Value $246K Shares 1,668 Est. Cost $112.29 Unrealized +9.5%
TFC TRUIST FINL CORP 0.1%
Value $246K Shares 4,363 Est. Cost $40.89 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value $244K Shares 2,252 Est. Cost $94.45 Unrealized +10.1%
CI CIGNA CORP NEW 0.1%
Value $237K Shares 1,158 Est. Cost $167.70 Unrealized 0.0%
BKNG BOOKING HLDGS INC 0.1%
Value $232K Shares 113 Est. Cost $1884.11 Unrealized +2.5%
UPS UNITED PARCEL SERVICE INC 0.1%
Value $231K Shares 1,976 Est. Cost $88.95 Unrealized +4.4%
DHR DANAHER CORPORATION 0.1%
Value $227K Shares 1,479 Est. Cost $113.00 Unrealized +8.8%
KR KROGER CO 0.1%
Value $226K Shares 7,781 Est. Cost $24.89 Unrealized -6.5%
TJX TJX COS INC NEW 0.1%
Value $226K Shares 3,696 Est. Cost $50.09 Unrealized +9.0%
STEELCASE INC 0.1%
Value $225K Shares 11,005 Est. Cost $20.45 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value $222K Shares 965 Est. Cost $179.59 Unrealized +4.4%
MU MICRON TECHNOLOGY INC 0.1%
Value $214K Shares 3,977 Est. Cost $46.59 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value $212K Shares 1,328 Est. Cost $120.17 Unrealized 0.0%
CMA COMERICA INC 0.1%
Value $210K Shares 2,920 Est. Cost $50.64 Unrealized 0.0%
HUM HUMANA INC 0.1%
Value $206K Shares 561 Est. Cost $300.46 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.1%
Value $205K Shares 3,724 Est. Cost $44.10 Unrealized +4.0%
AK STL HLDG CORP 0.0%
Value $36,000 Shares 11,059 Est. Cost $2.71 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value $29,000 Shares 10,224 Est. Cost $1.86 Unrealized