Copeland Capital Management, LLC Diversified Active

Location: Conshohocken, PA

CIK: 0001541743 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 14, 2023

Total Value: $4.25B (100.0% shares, 0.0% debt)

Holdings (286)

IPAR INTER PARFUMS INC 2.4%
Value $101M Shares 711,155 Share Price $142.24 * Est. Cost/Share $82.62 Unrealized @ Report Date +49.2%
ENSG ENSIGN GROUP 2.2%
Value $95.57M Shares 1,000,316 Share Price $95.54 * Est. Cost/Share $35.51 Unrealized @ Report Date +156.6%
OLED UNIVERSAL DISPLAY 2.0%
Value $85.92M Shares 553,866 Share Price $155.13 * Est. Cost/Share $139.48 Unrealized @ Report Date -6.5%
WING WINGSTOP INC 2.0%
Value $83.47M Shares 454,686 Share Price $183.58 * Est. Cost/Share $127.41 Unrealized @ Report Date +28.9%
SXI STANDEX INTL CORP 1.7%
Value $74.27M Shares 606,548 Share Price $122.44 * Est. Cost/Share $82.79 Unrealized @ Report Date +37.5%
NOG NORTHERN OIL AND GAS INC 1.7%
Value $73.88M Shares 2,434,403 Share Price $30.35 * Est. Cost/Share $20.18 Unrealized @ Report Date +54.4%
NSP INSPERITY INC 1.7%
Value $72.96M Shares 600,264 Share Price $121.55 * Est. Cost/Share $94.26 Unrealized @ Report Date +13.5%
LSTR LANDSTAR SYSTEM INC 1.7%
Value $72.36M Shares 403,665 Share Price $179.26 Est. Cost/Share $128.68 Unrealized @ Report Date
CHE CHEMED CORP 1.7%
Value $71.13M Shares 132,268 Share Price $537.76 * Est. Cost/Share $295.57 Unrealized @ Report Date +70.8%
SSTK SHUTTERSTOCK INC 1.7%
Value $70.95M Shares 977,242 Share Price $72.60 * Est. Cost/Share $65.43 Unrealized @ Report Date +6.9%
CASY CASEY'S GENERAL STORES INC 1.7%
Value $70.62M Shares 326,249 Share Price $216.46 Est. Cost/Share $147.40 Unrealized @ Report Date +45.9%
LMAT LEMAITRE VASCULAR INC 1.7%
Value $70.24M Shares 1,364,742 Share Price $51.47 * Est. Cost/Share $35.30 Unrealized @ Report Date +33.9%
CHRD CHORD ENERGY CORP 1.6%
Value $70.11M Shares 520,846 Share Price $134.60 * Est. Cost/Share $61.26 Unrealized @ Report Date +83.7%
NXST NEXSTAR MEDIA GROUP INC 1.6%
Value $69.37M Shares 401,759 Share Price $172.66 * Est. Cost/Share $91.78 Unrealized @ Report Date +78.1%
USPH U.S. PHYSICAL THERAPY INC 1.6%
Value $67.88M Shares 693,280 Share Price $97.91 * Est. Cost/Share $104.21 Unrealized @ Report Date -8.4%
BROOKFIELD INFRASTRUCTURE-A 1.6%
Value $67.84M Shares 1,472,889 Share Price $46.06 Est. Cost/Share $42.00 Unrealized @ Report Date
BC BRUNSWICK CORP 1.6%
Value $67.36M Shares 821,433 Share Price $82.00 * Est. Cost/Share $56.05 Unrealized @ Report Date +38.0%
HOMB HOME BANCSHARES INC 1.6%
Value $67.3M Shares 3,100,087 Share Price $21.71 * Est. Cost/Share $20.54 Unrealized @ Report Date +12.4%
LFUS LITTELFUSE INC 1.6%
Value $66.78M Shares 249,103 Share Price $268.09 * Est. Cost/Share $183.17 Unrealized @ Report Date +40.3%
BWXT BWX TECHNOLOGIES 1.6%
Value $66.7M Shares 1,058,012 Share Price $63.04 * Est. Cost/Share $48.37 Unrealized @ Report Date +21.0%
EHC ENCOMPASS HEALTH 1.6%
Value $66.38M Shares 1,226,985 Share Price $54.10 * Est. Cost/Share $46.67 Unrealized @ Report Date +21.9%
TTEK TETRA TECH INC 1.6%
Value $66.18M Shares 450,489 Share Price $146.91 * Est. Cost/Share $24.80 Unrealized @ Report Date +16.5%
CIVI CIVITAS RESOURCES INC 1.5%
Value $63.46M Shares 928,553 Share Price $68.34 * Est. Cost/Share $36.30 Unrealized @ Report Date +39.7%
ALSN ALLISON TRANSMISSION HOLDING 1.5%
Value $63.08M Shares 1,394,421 Share Price $45.24 * Est. Cost/Share $34.87 Unrealized @ Report Date +23.8%
AL AIR LEASE CORP 1.5%
Value $62.96M Shares 1,599,203 Share Price $39.37 Est. Cost/Share $40.05 Unrealized @ Report Date -0.9%
HLNE HAMILTON LANE 1.5%
Value $62.93M Shares 850,635 Share Price $73.98 Est. Cost/Share $83.61 Unrealized @ Report Date -11.6%
POWI POWER INTEGRATIONS INC 1.5%
Value $62.38M Shares 737,060 Share Price $84.64 * Est. Cost/Share $63.50 Unrealized @ Report Date +25.8%
CPK CHESAPEAKE UTILITIES CORP 1.5%
Value $61.84M Shares 483,132 Share Price $127.99 * Est. Cost/Share $96.23 Unrealized @ Report Date +21.2%
OZK BANK OZK 1.4%
Value $60.95M Shares 1,782,031 Share Price $34.20 * Est. Cost/Share $29.32 Unrealized @ Report Date +27.6%
KLIC KULICKE & SOFFA INDUSTRIES 1.4%
Value $60.94M Shares 1,156,561 Share Price $52.69 * Est. Cost/Share $51.68 Unrealized @ Report Date -4.5%
PRGO PERRIGO COMPANY 1.4%
Value $60.27M Shares 1,680,230 Share Price $35.87 Est. Cost/Share $36.29 Unrealized @ Report Date -0.4%
TRNO TERRENO REALTY CORP 1.4%
Value $60.26M Shares 932,886 Share Price $64.60 Est. Cost/Share $54.61 Unrealized @ Report Date
ABM ABM INDUSTRIES INC 1.4%
Value $59.27M Shares 1,318,890 Share Price $44.94 * Est. Cost/Share $35.86 Unrealized @ Report Date +21.1%
CCOI COGENT COMMUNICATIONS 1.4%
Value $59.17M Shares 928,661 Share Price $63.72 * Est. Cost/Share $41.50 Unrealized @ Report Date +30.0%
MTRN MATERION CORP 1.4%
Value $58.53M Shares 504,561 Share Price $116.00 * Est. Cost/Share $66.45 Unrealized @ Report Date +50.9%
TNL TRAVEL & LEISURE CO 1.4%
Value $57.78M Shares 1,473,939 Share Price $39.20 * Est. Cost/Share $41.14 Unrealized @ Report Date -13.5%
CNS COHEN & STEERS INC 1.4%
Value $57.45M Shares 898,137 Share Price $63.96 Est. Cost/Share $43.16 Unrealized @ Report Date +46.6%
CABO CABLE ONE INC 1.3%
Value $56.95M Shares 81,130 Share Price $701.98 * Est. Cost/Share $928.40 Unrealized @ Report Date -25.9%
MNRO MONRO INC 1.3%
Value $56.91M Shares 1,151,368 Share Price $49.43 Est. Cost/Share $63.04 Unrealized @ Report Date -21.2%
UFPI UFP PACKAGING 1.3%
Value $56.8M Shares 714,716 Share Price $79.47 * Est. Cost/Share $76.95 Unrealized @ Report Date +11.2%
EXPI EXP WORLD HOLDING 1.3%
Value $56.27M Shares 4,434,587 Share Price $12.69 Est. Cost/Share $17.66 Unrealized @ Report Date -28.1%
KNSL KINSALE CAPITAL GROUP INC 1.3%
Value $55.27M Shares 184,153 Share Price $300.15 * Est. Cost/Share $291.26 Unrealized @ Report Date 0.0%
STVN STEVANATO GROUP SPA 1.3%
Value $54.97M Shares 2,122,189 Share Price $25.90 * Est. Cost/Share $16.61 Unrealized @ Report Date +28.1%
NXRT NEXPOINT RESIDENTIAL 1.3%
Value $54.21M Shares 1,241,425 Share Price $43.67 Est. Cost/Share $38.72 Unrealized @ Report Date
ESI ELEMENT SOLUTIONS INC 1.2%
Value $52.42M Shares 2,714,881 Share Price $19.31 Est. Cost/Share $18.82 Unrealized @ Report Date +0.7%
KWR QUAKER CHEMICAL CORPORATION 1.2%
Value $51.74M Shares 261,388 Share Price $197.95 * Est. Cost/Share $164.99 Unrealized @ Report Date +15.9%
UNF UNIFIRST CORP/MA 1.2%
Value $50.18M Shares 284,750 Share Price $176.23 * Est. Cost/Share $177.91 Unrealized @ Report Date +7.3%
KW KENNEDY - WILSON HOLDINGS INC. 1.1%
Value $45.67M Shares 2,752,805 Share Price $16.59 * Est. Cost/Share $19.75 Unrealized @ Report Date -13.8%
AGM FEDERAL AGRIC MTG CORP-CL C 1.0%
Value $43.05M Shares 323,247 Share Price $133.19 * Est. Cost/Share $65.48 Unrealized @ Report Date +83.6%
TTEC TTEC HOLDINGS INC 1.0%
Value $42.84M Shares 1,150,785 Share Price $37.23 * Est. Cost/Share $62.80 Unrealized @ Report Date -28.7%
RS RELIANCE STEEL & ALUMINUM 1.0%
Value $41.07M Shares 159,978 Share Price $256.74 * Est. Cost/Share $151.90 Unrealized @ Report Date +55.1%
UTZ UTZ BRANDS INC 0.9%
Value $39M Shares 2,367,998 Share Price $16.47 Est. Cost/Share $14.98 Unrealized @ Report Date +10.4%
CHDN CHURCHILL DOWNS 0.9%
Value $37.89M Shares 147,406 Share Price $257.05 * Est. Cost/Share $101.62 Unrealized @ Report Date +17.5%
UMH UMH PROPERTIES 0.8%
Value $35.48M Shares 2,398,601 Share Price $14.79 Est. Cost/Share $18.61 Unrealized @ Report Date
STE STERIS PLC 0.8%
Value $34.83M Shares 182,069 Share Price $191.28 Est. Cost/Share $158.50 Unrealized @ Report Date +18.8%
LKFN LAKELAND FINANCIAL CORP 0.8%
Value $34.29M Shares 547,464 Share Price $62.64 Est. Cost/Share $42.48 Unrealized @ Report Date +48.8%
CRAI CRA INTERNATIONAL INC 0.8%
Value $32.94M Shares 305,516 Share Price $107.82 * Est. Cost/Share $80.06 Unrealized @ Report Date +41.8%
SCVL SHOE CARNIVAL INC 0.8%
Value $31.96M Shares 1,245,984 Share Price $25.65 Est. Cost/Share $23.89 Unrealized @ Report Date +9.2%
POOL POOL CORP 0.7%
Value $30.26M Shares 88,363 Share Price $342.43 Est. Cost/Share $232.58 Unrealized @ Report Date +46.5%
FDS FACTSET RESEARCH SYSTEMS INC 0.7%
Value $29.75M Shares 71,659 Share Price $415.09 * Est. Cost/Share $263.98 Unrealized @ Report Date +53.2%
GFL GFL ENVIRONMENTAL 0.7%
Value $29.52M Shares 857,313 Share Price $34.44 * Est. Cost/Share $34.61 Unrealized @ Report Date -9.2%
ENTG ENTEGRIS INC 0.7%
Value $28.43M Shares 346,675 Share Price $82.01 * Est. Cost/Share $81.50 Unrealized @ Report Date -1.8%
BAH BOOZ ALLEN HAMILTON HOLDINGS 0.6%
Value $26.54M Shares 286,343 Share Price $92.69 * Est. Cost/Share $83.58 Unrealized @ Report Date +7.2%
BR BROADRIDGE FINANCIAL SOLUTIO 0.6%
Value $26.03M Shares 177,577 Share Price $146.57 * Est. Cost/Share $110.46 Unrealized @ Report Date +23.4%
DGX QUEST DIAGNOSTICS 0.6%
Value $25.87M Shares 182,875 Share Price $141.48 * Est. Cost/Share $90.87 Unrealized @ Report Date +48.8%
NDSN NORDSON CORP COM 0.6%
Value $25.06M Shares 112,766 Share Price $222.26 Est. Cost/Share $161.29 Unrealized @ Report Date +36.8%
DPZ DOMINO'S PIZZA INC 0.6%
Value $23.53M Shares 71,325 Share Price $329.87 * Est. Cost/Share $278.97 Unrealized @ Report Date +14.4%
MTDR MATADOR RESOURCES CO 0.5%
Value $22.87M Shares 479,884 Share Price $47.65 * Est. Cost/Share $56.24 Unrealized @ Report Date 0.0%
CSL CARLISLE COS INC 0.5%
Value $22.61M Shares 100,014 Share Price $226.07 * Est. Cost/Share $181.53 Unrealized @ Report Date +29.4%
CGNX COGNEX CORP 0.5%
Value $22.28M Shares 449,555 Share Price $49.55 Est. Cost/Share $48.92 Unrealized @ Report Date +1.2%
GL GLOBE LIFE INC 0.5%
Value $21.33M Shares 193,904 Share Price $110.02 * Est. Cost/Share $94.90 Unrealized @ Report Date +20.8%
PB PROSPERITY BANCSHARES INC 0.5%
Value $21.22M Shares 344,881 Share Price $61.52 * Est. Cost/Share $55.52 Unrealized @ Report Date +15.8%
JKHY JACK HENRY & ASSOCIATES INC 0.5%
Value $20.18M Shares 133,887 Share Price $150.72 * Est. Cost/Share $130.47 Unrealized @ Report Date +23.1%
MORN MORNINGSTAR INC 0.5%
Value $19.33M Shares 95,220 Share Price $203.02 * Est. Cost/Share $157.94 Unrealized @ Report Date +39.2%
AUDC AUDIOCODES LTD 0.4%
Value $18.78M Shares 1,245,629 Share Price $15.08 Est. Cost/Share $26.45 Unrealized @ Report Date -42.8%
ARIS WATER SOLUTION INC-A 0.4%
Value $16.56M Shares 2,126,074 Share Price $7.79 Est. Cost/Share $11.55 Unrealized @ Report Date
AAP ADVANCE AUTO PARTS INC 0.4%
Value $15.41M Shares 126,762 Share Price $121.61 * Est. Cost/Share $132.62 Unrealized @ Report Date -1.4%
AAPL APPLE INC 0.3%
Value $14.59M Shares 88,446 Share Price $164.90 * Est. Cost/Share $108.70 Unrealized @ Report Date +33.8%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $12.57M Shares 26,598 Share Price $472.59 * Est. Cost/Share $243.89 Unrealized @ Report Date +87.5%
FANG DIAMONDBACK ENERGY INC 0.3%
Value $11.91M Shares 88,115 Share Price $135.18 * Est. Cost/Share $49.36 Unrealized @ Report Date +150.7%
AVGO BROADCOM INC 0.3%
Value $11.73M Shares 18,278 Share Price $641.54 * Est. Cost/Share $30.88 Unrealized @ Report Date +86.5%
V VISA INC 0.3%
Value $11.47M Shares 50,891 Share Price $225.46 * Est. Cost/Share $157.38 Unrealized @ Report Date +38.4%
WCN WASTE CONNECTIONS INC 0.3%
Value $11.1M Shares 79,815 Share Price $139.07 * Est. Cost/Share $88.52 Unrealized @ Report Date +47.6%
MSI MOTOROLA SOLUTIONS INC 0.3%
Value $10.74M Shares 37,527 Share Price $286.14 * Est. Cost/Share $147.81 Unrealized @ Report Date +72.8%
MSFT MICROSOFT CORP 0.2%
Value $9.947M Shares 34,503 Share Price $288.29 * Est. Cost/Share $231.12 Unrealized @ Report Date +7.9%
PIONEER NATURAL RESOURCES CO 0.2%
Value $9.782M Shares 47,895 Share Price $204.24 Est. Cost/Share $163.38 Unrealized @ Report Date
OTIS OTIS WORLDWIDE 0.2%
Value $8.751M Shares 103,683 Share Price $84.40 * Est. Cost/Share $75.85 Unrealized @ Report Date +4.0%
COST COSTCO WHOLESALE 0.2%
Value $8.31M Shares 16,723 Share Price $496.92 * Est. Cost/Share $238.69 Unrealized @ Report Date +97.4%
CDW CDW CORP/DE 0.2%
Value $8.095M Shares 41,535 Share Price $194.90 * Est. Cost/Share $138.29 Unrealized @ Report Date +36.8%
SHW SHERWIN-WILLIAMS 0.2%
Value $7.98M Shares 35,505 Share Price $224.76 Est. Cost/Share $249.14 Unrealized @ Report Date -10.5%
APD AIR PRODUCTS & CHEMICALS INC 0.2%
Value $7.956M Shares 27,701 Share Price $287.21 * Est. Cost/Share $204.39 Unrealized @ Report Date +32.2%
INTU INTUIT INC 0.2%
Value $7.952M Shares 17,838 Share Price $445.79 * Est. Cost/Share $285.83 Unrealized @ Report Date +41.1%
EQIX EQUINIX INC 0.2%
Value $7.88M Shares 10,928 Share Price $721.08 * Est. Cost/Share $547.86 Unrealized @ Report Date +20.9%
AMP AMERIPRISE FINANCIAL INC 0.2%
Value $7.808M Shares 25,475 Share Price $306.50 * Est. Cost/Share $145.29 Unrealized @ Report Date +116.5%
ZTS ZOETIS INC 0.2%
Value $7.801M Shares 46,865 Share Price $166.46 * Est. Cost/Share $114.26 Unrealized @ Report Date +39.2%
DISCOVER FINANCIAL SERVICES 0.2%
Value $7.546M Shares 76,346 Share Price $98.84 Est. Cost/Share $93.64 Unrealized @ Report Date
BLACKROCK INC 0.2%
Value $7.496M Shares 11,204 Share Price $669.05 Est. Cost/Share $586.35 Unrealized @ Report Date
KALU KAISER ALUMINUM 0.2%
Value $7.482M Shares 100,250 Share Price $74.63 * Est. Cost/Share $98.98 Unrealized @ Report Date -27.9%
STZ CONSTELLATION BRANDS INC-A 0.2%
Value $7.296M Shares 32,297 Share Price $225.90 * Est. Cost/Share $215.49 Unrealized @ Report Date -2.1%
HD HOME DEPOT INC 0.2%
Value $7.171M Shares 24,297 Share Price $295.14 * Est. Cost/Share $177.23 Unrealized @ Report Date +60.6%
DG DOLLAR GENERAL 0.2%
Value $6.963M Shares 33,081 Share Price $210.48 Est. Cost/Share $186.21 Unrealized @ Report Date +13.9%
DHR DANAHER 0.2%
Value $6.939M Shares 27,530 Share Price $252.05 * Est. Cost/Share $227.66 Unrealized @ Report Date -1.6%
MSCI MSCI INC 0.2%
Value $6.878M Shares 12,290 Share Price $559.64 * Est. Cost/Share $436.94 Unrealized @ Report Date +17.1%
ACN ACCENTURE PLC 0.2%
Value $6.736M Shares 23,570 Share Price $285.79 * Est. Cost/Share $241.97 Unrealized @ Report Date +8.0%
ADP AUTO DATA PROCESSING 0.2%
Value $6.701M Shares 30,097 Share Price $222.65 * Est. Cost/Share $146.09 Unrealized @ Report Date +44.8%
MS MORGAN STANLEY 0.2%
Value $6.554M Shares 74,656 Share Price $87.79 * Est. Cost/Share $72.79 Unrealized @ Report Date +16.5%
UNP UNION PACIFIC CORP 0.2%
Value $6.468M Shares 32,138 Share Price $201.26 * Est. Cost/Share $146.95 Unrealized @ Report Date +28.9%
NKE NIKE INC CLASS B 0.1%
Value $5.977M Shares 48,736 Share Price $122.64 * Est. Cost/Share $134.59 Unrealized @ Report Date -13.3%
SBUX STARBUCKS CORP 0.1%
Value $5.924M Shares 56,896 Share Price $104.12 * Est. Cost/Share $70.28 Unrealized @ Report Date +38.1%
MPWR MONOLITHIC POWER SYS INC 0.1%
Value $5.254M Shares 10,496 Share Price $500.57 * Est. Cost/Share $397.99 Unrealized @ Report Date +12.9%
IWR ISHARES RUSSELL MIDCAP INDEX 0.1%
Value $3.63M Shares 51,921 Share Price $69.91 Est. Cost/Share $67.45 Unrealized @ Report Date
EL LAUDER ESTEE COS 0.1%
Value $3.126M Shares 12,684 Share Price $246.45 * Est. Cost/Share $240.71 Unrealized @ Report Date 0.0%
SYK STRYKER CORP 0.1%
Value $2.941M Shares 10,303 Share Price $285.45 * Est. Cost/Share $197.30 Unrealized @ Report Date +30.6%
WST WEST PHARMACEUTICAL SERVICES 0.0%
Value $1.437M Shares 4,146 Share Price $346.60 * Est. Cost/Share $242.06 Unrealized @ Report Date +19.8%
ROST ROSS STORES INC 0.0%
Value $1.341M Shares 12,638 Share Price $106.11 * Est. Cost/Share $90.01 Unrealized @ Report Date +20.9%
RMD RESMED INC 0.0%
Value $1.335M Shares 6,093 Share Price $219.10 * Est. Cost/Share $116.84 Unrealized @ Report Date +80.8%
TXN TEXAS INSTRUMENTS 0.0%
Value $1.246M Shares 6,701 Share Price $185.94 * Est. Cost/Share $106.86 Unrealized @ Report Date +51.0%
NEE NEXTERA ENERGY 0.0%
Value $1.218M Shares 15,799 Share Price $77.09 * Est. Cost/Share $61.42 Unrealized @ Report Date +15.0%
ALB ALBEMARLE 0.0%
Value $1.103M Shares 4,992 Share Price $220.95 * Est. Cost/Share $233.68 Unrealized @ Report Date +0.9%
ELS EQUITY LIFESTYLE PROPERTIES 0.0%
Value $1.076M Shares 16,022 Share Price $67.16 Est. Cost/Share $64.41 Unrealized @ Report Date
ARE ALEXANDRIA REAL EST REIT 0.0%
Value $945K Shares 7,526 Share Price $125.56 Est. Cost/Share $127.28 Unrealized @ Report Date -0.8%
VRSK VERISK ANALYTICS 0.0%
Value $942K Shares 4,907 Share Price $191.97 * Est. Cost/Share $172.53 Unrealized @ Report Date +3.0%
ALL ALLSTATE CORP 0.0%
Value $935K Shares 8,440 Share Price $110.78 * Est. Cost/Share $89.21 Unrealized @ Report Date +32.4%
JBHT HUNT (JB) TRANSPRT SVCS INC 0.0%
Value $914K Shares 5,208 Share Price $175.50 Est. Cost/Share $174.80 Unrealized @ Report Date +1.1%
CHD CHURCH & DWIGHT 0.0%
Value $874K Shares 9,883 Share Price $88.43 * Est. Cost/Share $59.47 Unrealized @ Report Date +35.7%
HII HUNTINGTON INGALLS INDUSTRIE 0.0%
Value $588K Shares 2,836 Share Price $207.33 * Est. Cost/Share $170.19 Unrealized @ Report Date +19.0%
AMT AMERICAN TOWER 0.0%
Value $567K Shares 2,775 Share Price $204.32 * Est. Cost/Share $155.40 Unrealized @ Report Date +22.0%
TFC TRUIST FINANCIAL CORP 0.0%
Value $563K Shares 16,497 Share Price $34.13 * Est. Cost/Share $37.61 Unrealized @ Report Date -0.8%
LLY LILLY ELI & CO 0.0%
Value $475K Shares 1,382 Share Price $343.70 * Est. Cost/Share $101.37 Unrealized @ Report Date +225.4%
XOM EXXON MOBIL CORP 0.0%
Value $408K Shares 3,725 Share Price $109.53 * Est. Cost/Share $57.68 Unrealized @ Report Date +73.7%
JPM JPMORGAN CHASE 0.0%
Value $308K Shares 2,365 Share Price $130.23 Est. Cost/Share $109.88 Unrealized @ Report Date +16.6%
JNJ JOHNSON & JOHNSON 0.0%
Value $303K Shares 1,955 Share Price $154.99 * Est. Cost/Share $59.66 Unrealized @ Report Date +147.9%
ACTIVISION BLIZZARD INC 0.0%
Value $273K Shares 3,193 Share Price $85.50 Est. Cost/Share $70.11 Unrealized @ Report Date
HUM HUMANA INC 0.0%
Value $269K Shares 554 Share Price $485.56 Est. Cost/Share $426.57 Unrealized @ Report Date +12.2%
ABBV ABBVIE INC 0.0%
Value $266K Shares 1,670 Share Price $159.28 * Est. Cost/Share $28.53 Unrealized @ Report Date +384.1%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value $260K Shares 1,106 Share Price $235.08 * Est. Cost/Share $20.77 Unrealized @ Report Date +108.5%
APH AMPHENOL CORP CLASS A 0.0%
Value $227K Shares 2,777 Share Price $81.74 * Est. Cost/Share $25.81 Unrealized @ Report Date +49.1%
WTW WILLIS TOWERS WATSON PLC 0.0%
Value $216K Shares 929 Share Price $232.51 Est. Cost/Share $215.84 Unrealized @ Report Date +7.8%
PFE PFIZER INC 0.0%
Value $203K Shares 4,983 Share Price $40.74 * Est. Cost/Share $16.79 Unrealized @ Report Date +117.6%
SSNC SS&C TECHNOLOGIES HOLDINGS 0.0%
Value $175K Shares 3,096 Share Price $56.52 Est. Cost/Share $69.97 Unrealized @ Report Date -17.6%
MMM 3M CO 0.0%
Value $158K Shares 1,500 Share Price $105.33 * Est. Cost/Share $72.67 Unrealized @ Report Date +16.8%
MCD MCDONALDS CORP 0.0%
Value $157K Shares 561 Share Price $279.86 * Est. Cost/Share $72.16 Unrealized @ Report Date +247.2%
EGP EASTGROUP PROPERTIES INC 0.0%
Value $150K Shares 908 Share Price $165.20 Est. Cost/Share $165.20 Unrealized @ Report Date
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value $150K Shares 2,763 Share Price $54.29 * Est. Cost/Share $89.44 Unrealized @ Report Date -32.5%
ABT ABBOTT LABORATORIES 0.0%
Value $126K Shares 1,248 Share Price $100.96 Est. Cost/Share $62.14 Unrealized @ Report Date +60.9%
PPG PPG INDUSTRIES INC 0.0%
Value $125K Shares 936 Share Price $133.55 * Est. Cost/Share $90.41 Unrealized @ Report Date +34.0%
SIRIUS XM HOLDINGS 0.0%
Value $121K Shares 30,559 Share Price $3.96 Est. Cost/Share $6.09 Unrealized @ Report Date
DIS WALT DISNEY CO 0.0%
Value $115K Shares 1,150 Share Price $100.00 Est. Cost/Share $93.45 Unrealized @ Report Date +5.4%
AMGN AMGEN INC 0.0%
Value $99,000 Shares 411 Share Price $240.88 * Est. Cost/Share $118.93 Unrealized @ Report Date +88.4%
PEP PEPSICO INC 0.0%
Value $91,000 Shares 500 Share Price $182.00 * Est. Cost/Share $90.68 Unrealized @ Report Date +75.0%
SYNCHRONY FINL 0.0%
Value $76,000 Shares 2,628 Share Price $28.92 Est. Cost/Share $23.42 Unrealized @ Report Date
AWK AMERICAN WATER WORKS CO INC 0.0%
Value $66,000 Shares 450 Share Price $146.67 * Est. Cost/Share $88.77 Unrealized @ Report Date +56.5%
MRK MERCK & CO. INC. 0.0%
Value $64,000 Shares 600 Share Price $106.67 * Est. Cost/Share $56.62 Unrealized @ Report Date +74.3%
AMZN AMAZON.COM INC 0.0%
Value $54,000 Shares 520 Share Price $103.85 * Est. Cost/Share $123.03 Unrealized @ Report Date -21.5%
GIC GLOBAL INDUSTRIAL 0.0%
Value $51,000 Shares 1,904 Share Price $26.79 * Est. Cost/Share $21.74 Unrealized @ Report Date +10.7%
WINA WINMARK CORP 0.0%
Value $49,000 Shares 153 Share Price $320.26 * Est. Cost/Share $203.56 Unrealized @ Report Date +37.6%
GOOG ALPHABET INC 0.0%
Value $44,000 Shares 420 Share Price $104.76 * Est. Cost/Share $111.15 Unrealized @ Report Date -13.8%
ATRION CORP 0.0%
Value $43,000 Shares 68 Share Price $632.35 Est. Cost/Share $675.39 Unrealized @ Report Date
KFRC KFORCE INC 0.0%
Value $42,000 Shares 668 Share Price $62.87 * Est. Cost/Share $41.85 Unrealized @ Report Date +41.9%
BPRN THE BANK OF PRINCETON 0.0%
Value $41,000 Shares 1,294 Share Price $31.68 * Est. Cost/Share $29.72 Unrealized @ Report Date 0.0%
EPD ENTERPRISE PRD PRTNRS LP 0.0%
Value $41,000 Shares 1,574 Share Price $26.05 Est. Cost/Share $24.63 Unrealized @ Report Date
III INFORMATION SVCS GP 0.0%
Value $41,000 Shares 8,027 Share Price $5.11 * Est. Cost/Share $4.49 Unrealized @ Report Date +0.9%
PLYM PLYMOUTH INDUSTRIAL REIT INC 0.0%
Value $41,000 Shares 1,931 Share Price $21.23 Est. Cost/Share $16.98 Unrealized @ Report Date
JBSS SANFILIPPO JOHN B 0.0%
Value $40,000 Shares 412 Share Price $97.09 * Est. Cost/Share $84.38 Unrealized @ Report Date +5.8%
UTMD UTAH MEDICAL PRODUCT 0.0%
Value $40,000 Shares 417 Share Price $95.92 * Est. Cost/Share $88.11 Unrealized @ Report Date +4.3%
HQI HIREQUEST INC 0.0%
Value $40,000 Shares 1,865 Share Price $21.45 * Est. Cost/Share $16.93 Unrealized @ Report Date +19.1%
ATEN A10 NETWORKS INC 0.0%
Value $38,000 Shares 2,472 Share Price $15.37 * Est. Cost/Share $14.27 Unrealized @ Report Date +1.9%
PATK PATRICK INDUSTRIES 0.0%
Value $38,000 Shares 549 Share Price $69.22 * Est. Cost/Share $33.60 Unrealized @ Report Date +30.5%
ARKO ARKO CORP 0.0%
Value $38,000 Shares 4,525 Share Price $8.40 * Est. Cost/Share $7.85 Unrealized @ Report Date 0.0%
KAI KADANT INC 0.0%
Value $37,000 Shares 179 Share Price $206.70 * Est. Cost/Share $109.27 Unrealized @ Report Date +83.2%
EPM EVOLUTION PETROLEUM 0.0%
Value $36,000 Shares 5,728 Share Price $6.28 * Est. Cost/Share $4.35 Unrealized @ Report Date +14.4%
CSGS C S G SYSTEMS INTL 0.0%
Value $36,000 Shares 667 Share Price $53.97 Est. Cost/Share $38.07 Unrealized @ Report Date +40.0%
NHC NATIONAL HEALTHCARE 0.0%
Value $35,000 Shares 600 Share Price $58.33 Est. Cost/Share $72.70 Unrealized @ Report Date -20.9%
TPB TURNING PT BRANDS 0.0%
Value $35,000 Shares 1,687 Share Price $20.75 * Est. Cost/Share $31.29 Unrealized @ Report Date -29.7%
FSBW FS BANCORP INC 0.0%
Value $35,000 Shares 1,150 Share Price $30.43 Est. Cost/Share $26.73 Unrealized @ Report Date +14.5%
SINCLAIR BROADCAST GROUP 0.0%
Value $35,000 Shares 2,064 Share Price $16.96 Est. Cost/Share $17.20 Unrealized @ Report Date
HURC HURCO COMPANIES INC 0.0%
Value $34,000 Shares 1,341 Share Price $25.35 * Est. Cost/Share $33.33 Unrealized @ Report Date -17.1%
HCKT HACKETT GROUP INC 0.0%
Value $33,000 Shares 1,804 Share Price $18.29 * Est. Cost/Share $16.67 Unrealized @ Report Date +20.9%
BLUEGREEN VACATIONS HOLDING 0.0%
Value $33,000 Shares 1,197 Share Price $27.57 Est. Cost/Share $16.70 Unrealized @ Report Date
RVSB RIVERVIEW BANCORP 0.0%
Value $33,000 Shares 6,243 Share Price $5.29 * Est. Cost/Share $6.26 Unrealized @ Report Date 0.0%
CASS CASS INFORMATION SYS 0.0%
Value $32,000 Shares 738 Share Price $43.36 Est. Cost/Share $40.48 Unrealized @ Report Date +8.7%
ASTE ASTEC INDS INC 0.0%
Value $32,000 Shares 776 Share Price $41.24 Est. Cost/Share $49.07 Unrealized @ Report Date -17.3%
OPBK OP BANCORP 0.0%
Value $32,000 Shares 3,570 Share Price $8.96 * Est. Cost/Share $12.81 Unrealized @ Report Date -15.8%
SPFI SOUTH PLAINS FINL INC 0.0%
Value $32,000 Shares 1,507 Share Price $21.23 * Est. Cost/Share $20.37 Unrealized @ Report Date +28.0%
GRC GORMAN RUPP CO 0.0%
Value $31,000 Shares 1,224 Share Price $25.33 * Est. Cost/Share $31.37 Unrealized @ Report Date -15.1%
MED MEDIFAST INC 0.0%
Value $30,000 Shares 291 Share Price $103.09 Est. Cost/Share $129.37 Unrealized @ Report Date -18.9%
EMBC EMBECTA CORP 0.0%
Value $30,000 Shares 1,074 Share Price $27.93 * Est. Cost/Share $26.11 Unrealized @ Report Date -2.9%
DIAMOND HILL INVT GP CLASS A 0.0%
Value $30,000 Shares 185 Share Price $162.16 Est. Cost/Share $158.19 Unrealized @ Report Date
FATAQ FAT BRANDS INC 0.0%
Value $30,000 Shares 4,197 Share Price $7.15 * Est. Cost/Share $3.82 Unrealized @ Report Date -11.9%
HOFT HOOKER FURNISHINGS CORP 0.0%
Value $30,000 Shares 1,673 Share Price $17.93 * Est. Cost/Share $23.81 Unrealized @ Report Date -15.1%
SHEN SHENANDOAH TELECOMMUNICATIONS 0.0%
Value $30,000 Shares 1,592 Share Price $18.84 Est. Cost/Share $22.20 Unrealized @ Report Date -15.8%
RBB RBB BANCORP 0.0%
Value $29,000 Shares 1,847 Share Price $15.70 * Est. Cost/Share $19.14 Unrealized @ Report Date 0.0%
MGIC MAGIC SFTWR ENTERPRS F 0.0%
Value $29,000 Shares 2,122 Share Price $13.67 * Est. Cost/Share $12.53 Unrealized @ Report Date +6.1%
RUTH'S HOSPITALITY GROUP 0.0%
Value $29,000 Shares 1,794 Share Price $16.16 Est. Cost/Share $22.13 Unrealized @ Report Date
CNOB CONNECTONE BANCORP INC 0.0%
Value $25,000 Shares 1,431 Share Price $17.47 * Est. Cost/Share $22.59 Unrealized @ Report Date -8.9%
LIN LINDE PLC F 0.0%
Value $25,000 Shares 70 Share Price $357.14 * Est. Cost/Share $322.30 Unrealized @ Report Date 0.0%
SMBC SOUTHERN MISS BANCO 0.0%
Value $24,000 Shares 638 Share Price $37.62 * Est. Cost/Share $47.64 Unrealized @ Report Date -10.8%
GE GENERAL ELECTRIC 0.0%
Value $24,000 Shares 256 Share Price $93.75 * Est. Cost/Share $43.68 Unrealized @ Report Date +50.9%
VO VANGUARD MID-CAP ETF 0.0%
Value $24,000 Shares 114 Share Price $210.53 Est. Cost/Share $203.74 Unrealized @ Report Date
HIFS HINGHAM INSTN SVGS 0.0%
Value $24,000 Shares 104 Share Price $230.77 * Est. Cost/Share $197.79 Unrealized @ Report Date +33.7%
SNA SNAP-ON INC 0.0%
Value $24,000 Shares 95 Share Price $252.63 * Est. Cost/Share $199.45 Unrealized @ Report Date +13.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value $22,000 Shares 141 Share Price $156.03 Est. Cost/Share $59.24 Unrealized @ Report Date
TJX TJX COMPANIES INC 0.0%
Value $20,000 Shares 258 Share Price $77.52 * Est. Cost/Share $62.94 Unrealized @ Report Date +20.2%
NLCP NEWLAKE CAPITAL PARTNERS INC 0.0%
Value $20,000 Shares 1,619 Share Price $12.35 Est. Cost/Share $23.42 Unrealized @ Report Date
NGVC NATURAL GROCERS 0.0%
Value $20,000 Shares 1,719 Share Price $11.63 * Est. Cost/Share $10.93 Unrealized @ Report Date -15.9%
WEC WEC ENERGY GROUP 0.0%
Value $19,000 Shares 204 Share Price $93.14 * Est. Cost/Share $64.95 Unrealized @ Report Date +28.6%
CTRA COTERRA ENERGY 0.0%
Value $19,000 Shares 772 Share Price $24.61 * Est. Cost/Share $17.98 Unrealized @ Report Date +22.7%
MO ALTRIA GROUP INC 0.0%
Value $18,000 Shares 413 Share Price $43.58 * Est. Cost/Share $33.13 Unrealized @ Report Date +9.5%
ROL ROLLINS INC 0.0%
Value $17,000 Shares 459 Share Price $37.04 * Est. Cost/Share $27.88 Unrealized @ Report Date +24.7%
SCL STEPAN CO 0.0%
Value $12,000 Shares 120 Share Price $100.00 * Est. Cost/Share $81.65 Unrealized @ Report Date +28.6%
CB CHUBB LTD 0.0%
Value $12,000 Shares 64 Share Price $187.50 * Est. Cost/Share $127.70 Unrealized @ Report Date +58.8%
T AT&T 0.0%
Value $11,000 Shares 552 Share Price $19.93 * Est. Cost/Share $14.02 Unrealized @ Report Date +16.7%
DHI DR HORTON INC 0.0%
Value $11,000 Shares 111 Share Price $99.10 * Est. Cost/Share $76.35 Unrealized @ Report Date +21.5%
PG PROCTER & GAMBLE 0.0%
Value $10,000 Shares 67 Share Price $149.25 * Est. Cost/Share $122.62 Unrealized @ Report Date +8.6%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value $9,000 Shares 983 Share Price $9.16 * Est. Cost/Share $30.77 Unrealized @ Report Date -61.7%
BMI BADGER METER INC 0.0%
Value $7,000 Shares 57 Share Price $122.81 * Est. Cost/Share $106.24 Unrealized @ Report Date +7.9%
SCZ ISHARES MSCI EAFE SMALL CAP IN 0.0%
Value $7,000 Shares 119 Share Price $58.82 Est. Cost/Share $58.82 Unrealized @ Report Date
VOO VANGUARD S&P 500 ETF 0.0%
Value $6,000 Shares 15 Share Price $400.00 Est. Cost/Share $349.22 Unrealized @ Report Date
EXPO EXPONENT INC 0.0%
Value $6,000 Shares 57 Share Price $105.26 * Est. Cost/Share $93.27 Unrealized @ Report Date +5.0%
MSM MSC INDUSTRIAL DIRECT CO-A 0.0%
Value $6,000 Shares 76 Share Price $78.95 * Est. Cost/Share $81.55 Unrealized @ Report Date +1.6%
SHECY SHIN-ETSU CHEM-UNSPON ADR 0.0%
Value $5,000 Shares 114 Share Price $43.86 Est. Cost/Share $31.49 Unrealized @ Report Date
R RYDER SYSTEMS INC 0.0%
Value $5,000 Shares 54 Share Price $92.59 Est. Cost/Share $83.95 Unrealized @ Report Date +9.6%
UBS UBS GROUP AG 0.0%
Value $5,000 Shares 214 Share Price $23.36 * Est. Cost/Share $16.29 Unrealized @ Report Date +28.1%
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value $5,000 Shares 49 Share Price $102.04 Est. Cost/Share $58.96 Unrealized @ Report Date +71.9%
DOX AMDOCS LTD 0.0%
Value $5,000 Shares 52 Share Price $96.15 * Est. Cost/Share $57.95 Unrealized @ Report Date +49.4%
OTEX OPEN TEXT CORP 0.0%
Value $5,000 Shares 119 Share Price $42.02 * Est. Cost/Share $27.81 Unrealized @ Report Date +13.5%
TTC TORO CO 0.0%
Value $5,000 Shares 42 Share Price $119.05 * Est. Cost/Share $105.94 Unrealized @ Report Date +5.1%
LVMUY LVMH MOET HENNESSY-UNSP ADR 0.0%
Value $4,000 Shares 23 Share Price $173.91 Est. Cost/Share $130.43 Unrealized @ Report Date
CTSH COGNIZANT TECH SOLUTIONS-A 0.0%
Value $4,000 Shares 58 Share Price $68.97 * Est. Cost/Share $64.02 Unrealized @ Report Date -6.7%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value $4,000 Shares 38 Share Price $105.26 Est. Cost/Share $75.29 Unrealized @ Report Date +39.1%
SCI SERVICE CORP INTL 0.0%
Value $4,000 Shares 52 Share Price $76.92 * Est. Cost/Share $42.66 Unrealized @ Report Date +61.9%
HSY HERSHEY CO/THE 0.0%
Value $4,000 Shares 15 Share Price $266.67 * Est. Cost/Share $90.02 Unrealized @ Report Date +141.2%
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value $4,000 Shares 72 Share Price $55.56 * Est. Cost/Share $13.30 Unrealized @ Report Date +89.2%
NSRGY NESTLE 0.0%
Value $3,000 Shares 27 Share Price $111.11 Est. Cost/Share $94.65 Unrealized @ Report Date
KR KROGER CO 0.0%
Value $3,000 Shares 69 Share Price $43.48 Est. Cost/Share $28.78 Unrealized @ Report Date +49.0%
NJDCY NIDEC CORPORATION-SPON ADR 0.0%
Value $3,000 Shares 196 Share Price $15.31 Est. Cost/Share $16.84 Unrealized @ Report Date
TD TORONTO DOMINION BANK F 0.0%
Value $3,000 Shares 51 Share Price $58.82 * Est. Cost/Share $51.39 Unrealized @ Report Date +25.7%
NCLTY NITORI HLDGS CO LTD-UNSPON ADR 0.0%
Value $3,000 Shares 219 Share Price $13.70 Est. Cost/Share $16.32 Unrealized @ Report Date
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $3,000 Shares 6 Share Price $500.00 * Est. Cost/Share $330.32 Unrealized @ Report Date +69.1%
DNBBY DNB ASA-SPONSOR ADR 0.0%
Value $3,000 Shares 140 Share Price $21.43 Est. Cost/Share $18.76 Unrealized @ Report Date
SVNLY SVENSKA HANDELSB-A-UNSP ADR 0.0%
Value $3,000 Shares 596 Share Price $5.03 Est. Cost/Share $5.39 Unrealized @ Report Date
WRB WR BERKLEY CORP 0.0%
Value $3,000 Shares 46 Share Price $65.22 * Est. Cost/Share $25.75 Unrealized @ Report Date +61.5%
DBSDY DBS GROUP HOLDINGS - SPON ADR 0.0%
Value $3,000 Shares 29 Share Price $103.45 Est. Cost/Share $110.20 Unrealized @ Report Date
PAYX PAYCHEX INC 0.0%
Value $3,000 Shares 29 Share Price $103.45 Est. Cost/Share $66.42 Unrealized @ Report Date +57.0%
MRAAY MURATA MANUFACTURING CO LTD UN 0.0%
Value $3,000 Shares 216 Share Price $13.89 Est. Cost/Share $17.02 Unrealized @ Report Date
THLLY THALES SA - UNSPON ADR 0.0%
Value $3,000 Shares 114 Share Price $26.32 Est. Cost/Share $21.14 Unrealized @ Report Date
WSM WILLIAMS SONOMA 0.0%
Value $3,000 Shares 24 Share Price $125.00 * Est. Cost/Share $56.59 Unrealized @ Report Date +4.7%
SONY SONY GROUP CORP 0.0%
Value $3,000 Shares 37 Share Price $81.08 Est. Cost/Share $73.35 Unrealized @ Report Date
UGI UGI CORP 0.0%
Value $3,000 Shares 81 Share Price $37.04 * Est. Cost/Share $36.14 Unrealized @ Report Date +4.9%
BNTGY BRENNTAG SE-UNSP ADR 0.0%
Value $3,000 Shares 216 Share Price $13.89 Est. Cost/Share $16.98 Unrealized @ Report Date
UNILEVER PLC 0.0%
Value $3,000 Shares 50 Share Price $60.00 Est. Cost/Share $54.32 Unrealized @ Report Date
HPQ HP INC 0.0%
Value $3,000 Shares 97 Share Price $30.93 * Est. Cost/Share $28.19 Unrealized @ Report Date -8.8%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $3,000 Shares 8 Share Price $375.00 * Est. Cost/Share $319.41 Unrealized @ Report Date +1.3%
CMCSA COMCAST CORP 0.0%
Value $3,000 Shares 72 Share Price $41.67 * Est. Cost/Share $36.64 Unrealized @ Report Date -5.5%
DEO DIAGEO PLC ADR 0.0%
Value $3,000 Shares 18 Share Price $166.67 Est. Cost/Share $194.44 Unrealized @ Report Date
AZN ASTRAZENECA PLC ADR F SPONSORE 0.0%
Value $3,000 Shares 41 Share Price $73.17 Est. Cost/Share $73.17 Unrealized @ Report Date
IBDRY IBERDROLA SA-SPONSORED ADR 0.0%
Value $3,000 Shares 65 Share Price $46.15 Est. Cost/Share $50.09 Unrealized @ Report Date
BBY BEST BUY CO INC 0.0%
Value $3,000 Shares 44 Share Price $68.18 * Est. Cost/Share $60.61 Unrealized @ Report Date +17.9%
WM WASTE MANAGEMENT INC 0.0%
Value $3,000 Shares 21 Share Price $142.86 * Est. Cost/Share $84.96 Unrealized @ Report Date +72.3%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $3,000 Shares 38 Share Price $78.95 * Est. Cost/Share $48.58 Unrealized @ Report Date +26.6%
RTO RENTOKIL INITIAL PLC - SP ADR 0.0%
Value $3,000 Shares 82 Share Price $36.59 Est. Cost/Share $39.28 Unrealized @ Report Date
MCK MCKESSON CORP 0.0%
Value $3,000 Shares 9 Share Price $333.33 * Est. Cost/Share $356.15 Unrealized @ Report Date 0.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value $2,000 Shares 21 Share Price $95.24 * Est. Cost/Share $66.36 Unrealized @ Report Date +52.2%
LOGI LOGITECH INTERNATIONAL-REG 0.0%
Value $2,000 Shares 28 Share Price $71.43 * Est. Cost/Share $74.66 Unrealized @ Report Date -27.3%
COIHY CRODA INTERNATIONAL PLC ADR 0.0%
Value $2,000 Shares 52 Share Price $38.46 Est. Cost/Share $38.46 Unrealized @ Report Date
BAESY BAE SYSTEMS PLC-SPON ADR 0.0%
Value $2,000 Shares 40 Share Price $50.00 Est. Cost/Share $26.32 Unrealized @ Report Date
ASAZY ASSA ABLOY AB - UNSP ADR 0.0%
Value $2,000 Shares 174 Share Price $11.49 Est. Cost/Share $17.24 Unrealized @ Report Date
ASML HOLDINGS NV-NY REG SHS 0.0%
Value $2,000 Shares 3 Share Price $666.67 Est. Cost/Share $666.67 Unrealized @ Report Date
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value $2,000 Shares 68 Share Price $29.41 Est. Cost/Share $38.91 Unrealized @ Report Date
ANZGY ANZ GROUP HOLDINGS LTD-ADR 0.0%
Value $2,000 Shares 108 Share Price $18.52 Est. Cost/Share $18.52 Unrealized @ Report Date
SMNNY SHIMANO INC - UNSPON ADR 0.0%
Value $2,000 Shares 99 Share Price $20.20 Est. Cost/Share $25.71 Unrealized @ Report Date
SXYAY SIKA AG-BR-ADR 0.0%
Value $2,000 Shares 72 Share Price $27.78 Est. Cost/Share $27.78 Unrealized @ Report Date
TEZNY TERNA SPA-UNSPONSORED ADR 0.0%
Value $2,000 Shares 86 Share Price $23.26 Est. Cost/Share $19.62 Unrealized @ Report Date
TSCDY TESCO PLC-SPONSORED ADR 0.0%
Value $2,000 Shares 246 Share Price $8.13 Est. Cost/Share $8.13 Unrealized @ Report Date
WTKWY WOLTERS KLUWER NV-SPONS ADR 0.0%
Value $2,000 Shares 18 Share Price $111.11 Est. Cost/Share $83.03 Unrealized @ Report Date
MKKGY MERCK KGAA SPONSORED ADR 0.0%
Value $2,000 Shares 65 Share Price $30.77 Est. Cost/Share $30.77 Unrealized @ Report Date
FTS FORTIS INC 0.0%
Value $2,000 Shares 57 Share Price $35.09 * Est. Cost/Share $30.05 Unrealized @ Report Date +21.6%
VTRS VIATRIS INC 0.0%
Value $2,000 Shares 185 Share Price $10.81 * Est. Cost/Share $13.33 Unrealized @ Report Date -27.3%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $2,000 Shares 133 Share Price $15.04 * Est. Cost/Share $18.55 Unrealized @ Report Date -23.3%
MTUAY MTU AERO ENGINES 0.0%
Value $2,000 Shares 18 Share Price $111.11 Est. Cost/Share $111.11 Unrealized @ Report Date
BPOP POPULAR INC 0.0%
Value $1,000 Shares 14 Share Price $71.43 * Est. Cost/Share $71.21 Unrealized @ Report Date -16.4%
IJH ISHARES TRUST REG SHS S&P MIDC 0.0%
Value $1,000 Shares 2 Share Price $500.00 Est. Cost/Share $245.90 Unrealized @ Report Date
TLPFY TELEPERFORMANCE UNSPONSORD ADR 0.0%
Value $1,000 Shares 10 Share Price $100.00 Est. Cost/Share $100.00 Unrealized @ Report Date
LZAGY LONZA GROUP AG - UNSPONS ADR 0.0%
Value $1,000 Shares 22 Share Price $45.45 Est. Cost/Share $45.45 Unrealized @ Report Date
AARON'S CO INC/THE 0.0%
Value $0 Shares 5 Share Price $0.00 Est. Cost/Share $20.43 Unrealized @ Report Date
AQN ALGONQUIN POWER & UTILITIES 0.0%
Value $0 Shares 47 Share Price $0.00 Est. Cost/Share $8.76 Unrealized @ Report Date -25.8%