Catalyst Capital Advisors LLC Diversified Active

Location: San Juan, Puerto Rico

CIK: 0001549275 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $5.37B (100.0% shares, 0.0% debt)

Holdings (367)

IWB ISHARES TR 10.9%
Value $585M Shares 1,641,733 Est. Cost $210.43 Unrealized
IJH ISHARES TR 10.4%
Value $559M Shares 8,281,613 Est. Cost $84.20 Unrealized
IWM ISHARES TR 7.4%
Value $398M Shares 1,603,667 Est. Cost $185.72 Unrealized
USMV ISHARES TR 7.3%
Value $393M Shares 4,242,597 Est. Cost $77.36 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 7.1%
Value $380M Shares 7,021,770 Est. Cost $42.26 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 6.3%
Value $341M Shares 524,119 Est. Cost $471.82 Unrealized
IJR ISHARES TR 5.7%
Value $306M Shares 2,458,196 Est. Cost $93.46 Unrealized
VOO VANGUARD INDEX FDS 2.8%
Value $153M Shares 255,244 Est. Cost $367.37 Unrealized
INDA ISHARES TR 2.7%
Value $146M Shares 3,120,382 Est. Cost $46.67 Unrealized
VV VANGUARD INDEX FDS 2.5%
Value $133M Shares 445,130 Est. Cost $179.80 Unrealized
DFAC DIMENSIONAL ETF TRUST 2.4%
Value $129M Shares 3,324,162 Est. Cost $28.82 Unrealized
VNQ VANGUARD INDEX FDS 2.3%
Value $124M Shares 1,393,147 Est. Cost $86.37 Unrealized
VO VANGUARD INDEX FDS 2.3%
Value $121M Shares 421,239 Est. Cost $197.29 Unrealized
VB VANGUARD INDEX FDS 1.7%
Value $91.76M Shares 350,327 Est. Cost $184.03 Unrealized
IWR ISHARES TR 1.4%
Value $74.72M Shares 768,475 Est. Cost $74.63 Unrealized
IQLT ISHARES TR 1.4%
Value $72.64M Shares 1,571,192 Est. Cost $35.63 Unrealized
EWT ISHARES INC 1.3%
Value $69.16M Shares 975,210 Est. Cost $45.62 Unrealized
EWJ ISHARES INC 1.3%
Value $67.53M Shares 799,771 Est. Cost $60.69 Unrealized
EWU ISHARES TR 1.2%
Value $65.58M Shares 1,439,415 Est. Cost $33.52 Unrealized
DFAE DIMENSIONAL ETF TRUST 1.1%
Value $57.79M Shares 1,706,676 Est. Cost $24.18 Unrealized
DFIC DIMENSIONAL ETF TRUST 1.0%
Value $55.04M Shares 1,549,030 Est. Cost $24.70 Unrealized
QUAL ISHARES TR 0.9%
Value $47.89M Shares 249,681 Est. Cost $146.00 Unrealized
VG VENTURE GLOBAL INC 0.9%
Value $46M Shares 2,918,823 Est. Cost $11.92 Unrealized -25.4%
DUHP DIMENSIONAL ETF TRUST 0.8%
Value $43.09M Shares 1,172,200 Est. Cost $28.04 Unrealized
NEXT NEXTDECADE CORP 0.7%
Value $39.96M Shares 5,216,592 Est. Cost $5.16 Unrealized +0.8%
TRGP TARGA RES CORP 0.7%
Value $38.06M Shares 151,793 Est. Cost $81.69 Unrealized +146.9%
ET ENERGY TRANSFER L P 0.7%
Value $37.42M Shares 1,939,020 Est. Cost $13.65 Unrealized
LNG CHENIERE ENERGY INC 0.7%
Value $36.37M Shares 128,158 Est. Cost $101.44 Unrealized +106.8%
EWL ISHARES INC 0.6%
Value $31.82M Shares 541,025 Est. Cost $43.58 Unrealized
EWZ ISHARES INC 0.5%
Value $25.03M Shares 651,868 Est. Cost $27.35 Unrealized
EWW ISHARES INC 0.5%
Value $24.33M Shares 323,428 Est. Cost $51.88 Unrealized
EPI WISDOMTREE TR 0.4%
Value $23.98M Shares 587,752 Est. Cost $35.31 Unrealized
EWA ISHARES INC 0.4%
Value $23.51M Shares 847,045 Est. Cost $22.82 Unrealized
EWC ISHARES INC 0.4%
Value $22.51M Shares 410,926 Est. Cost $33.15 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.3%
Value $18.4M Shares 901,688 Est. Cost $20.87 Unrealized
TRP TC ENERGY CORP 0.3%
Value $17.75M Shares 283,508 Est. Cost $39.42 Unrealized +47.7%
KNTK KINETIK HOLDINGS INC 0.3%
Value $17.72M Shares 366,076 Est. Cost $39.73 Unrealized +1.3%
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $17.7M Shares 467,740 Est. Cost $26.41 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value $17.67M Shares 526,863 Est. Cost $16.84 Unrealized +76.6%
WMB WILLIAMS COS INC 0.3%
Value $17.56M Shares 241,306 Est. Cost $25.72 Unrealized +158.0%
PAGP PLAINS GP HLDGS L P 0.3%
Value $17.41M Shares 717,163 Est. Cost $15.98 Unrealized
OKE ONEOK INC NEW 0.3%
Value $17.4M Shares 192,447 Est. Cost $74.76 Unrealized +5.0%
ENB ENBRIDGE INC 0.3%
Value $16.84M Shares 311,096 Est. Cost $30.00 Unrealized +61.9%
PBA PEMBINA PIPELINE CORP 0.3%
Value $16.57M Shares 370,106 Est. Cost $28.02 Unrealized +46.3%
WES WESTERN MIDSTREAM PARTNERS L 0.3%
Value $16.54M Shares 401,812 Est. Cost $31.27 Unrealized
EWH ISHARES INC 0.3%
Value $16.49M Shares 714,153 Est. Cost $20.58 Unrealized
MPLX MPLX LP 0.3%
Value $15.9M Shares 278,599 Est. Cost $38.16 Unrealized
SRLN SSGA ACTIVE ETF TR 0.3%
Value $15.04M Shares 374,591 Est. Cost $41.14 Unrealized
EWS ISHARES INC 0.3%
Value $14.07M Shares 498,619 Est. Cost $21.08 Unrealized
DTM DT MIDSTREAM INC 0.2%
Value $13.36M Shares 99,205 Est. Cost $56.29 Unrealized +123.7%
AGG ISHARES TR 0.2%
Value $13.06M Shares 131,526 Est. Cost $98.31 Unrealized
EWP ISHARES INC 0.2%
Value $11.58M Shares 213,236 Est. Cost $29.24 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $9.209M Shares 27,250 Est. Cost $174.65 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.2%
Value $9.148M Shares 110,978 Est. Cost $58.75 Unrealized
EZA ISHARES INC 0.2%
Value $8.235M Shares 121,460 Est. Cost $49.26 Unrealized
EWQ ISHARES INC 0.1%
Value $7.824M Shares 180,371 Est. Cost $30.75 Unrealized
GOOGL ALPHABET INC 0.1%
Value $7.812M Shares 27,165 Est. Cost $267.80 Unrealized +20.7%
GLW CORNING INC 0.1%
Value $7.043M Shares 51,800 Est. Cost $46.35 Unrealized +141.0%
APH AMPHENOL CORP 0.1%
Value $6.722M Shares 53,200 Est. Cost $56.89 Unrealized +157.3%
FLEX FLEXTRONICS INTL LTD 0.1%
Value $6.548M Shares 100,025 Est. Cost $17.30 Unrealized +269.8%
NVS NOVARTIS AG 0.1%
Value $6.54M Shares 42,817 Est. Cost $99.94 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value $6.439M Shares 81,223 Est. Cost $82.35 Unrealized
EWM ISHARES INC 0.1%
Value $6.157M Shares 216,707 Est. Cost $26.31 Unrealized
PULS PGIM ETF TR 0.1%
Value $5.899M Shares 119,165 Est. Cost $49.73 Unrealized
HESM HESS MIDSTREAM LP 0.1%
Value $5.579M Shares 143,531 Est. Cost $21.07 Unrealized +67.0%
GLDM WORLD GOLD TR 0.1%
Value $5.218M Shares 56,300 Est. Cost $39.11 Unrealized
THD ISHARES INC 0.1%
Value $5.198M Shares 74,927 Est. Cost $69.72 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $4.443M Shares 21,475 Est. Cost $143.44 Unrealized +19.8%
IGSB ISHARES TR 0.1%
Value $4.35M Shares 82,764 Est. Cost $54.80 Unrealized
CAH CARDINAL HEALTH INC 0.1%
Value $4.147M Shares 19,625 Est. Cost $125.46 Unrealized +71.6%
HSBC HSBC HLDGS PLC 0.1%
Value $4.116M Shares 49,900 Est. Cost $35.22 Unrealized
SOBO SOUTH BOW CORP 0.1%
Value $4.054M Shares 121,679 Est. Cost $23.04 Unrealized +23.6%
TUR ISHARES INC 0.1%
Value $3.943M Shares 102,007 Est. Cost $27.92 Unrealized
FTI TECHNIPFMC PLC 0.1%
Value $3.921M Shares 56,725 Est. Cost $36.52 Unrealized +54.3%
RL RALPH LAUREN CORP 0.1%
Value $3.913M Shares 11,375 Est. Cost $177.18 Unrealized +104.9%
SNY SANOFI SA 0.1%
Value $3.808M Shares 79,028 Est. Cost $49.84 Unrealized
EME EMCOR GROUP INC 0.1%
Value $3.71M Shares 5,025 Est. Cost $455.70 Unrealized +59.5%
MSFT MICROSOFT CORP 0.1%
Value $3.624M Shares 9,789 Est. Cost $238.03 Unrealized +82.6%
TAK TAKEDA PHARMACEUTICAL CO LTD 0.1%
Value $3.556M Shares 192,000 Est. Cost $14.33 Unrealized
BG BUNGE GLOBAL SA 0.1%
Value $3.335M Shares 26,217 Est. Cost $96.27 Unrealized +16.4%
META META PLATFORMS INC 0.1%
Value $3.321M Shares 5,804 Est. Cost $486.56 Unrealized +34.7%
STRL STERLING INFRASTRUCTURE INC 0.1%
Value $3.313M Shares 8,135 Est. Cost $182.28 Unrealized +106.5%
QQQ INVESCO QQQ TR 0.1%
Value $3.237M Shares 5,608 Est. Cost $464.26 Unrealized
USFD US FOODS HLDG CORP 0.1%
Value $3.177M Shares 34,450 Est. Cost $41.36 Unrealized +109.4%
NFG NATIONAL FUEL GAS CO 0.1%
Value $3.173M Shares 33,775 Est. Cost $43.17 Unrealized +93.6%
PENNYMAC CORP 0.1%
Value $3.137M Shares 3,000,000 Est. Cost $1.04 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $3.038M Shares 8,992 Est. Cost $64.98 Unrealized +495.6%
AMAT APPLIED MATLS INC 0.1%
Value $2.995M Shares 8,762 Est. Cost $121.70 Unrealized +168.3%
AA ALCOA CORP 0.1%
Value $2.952M Shares 44,500 Est. Cost $61.09 Unrealized 0.0%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $2.945M Shares 20,136 Est. Cost $126.20 Unrealized +22.2%
CSCO CISCO SYS INC 0.1%
Value $2.895M Shares 37,312 Est. Cost $32.59 Unrealized +139.1%
STT STATE STR CORP 0.1%
Value $2.784M Shares 22,000 Est. Cost $130.26 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value $2.716M Shares 9,467 Est. Cost $162.36 Unrealized +99.4%
MDT MEDTRONIC PLC 0.0%
Value $2.647M Shares 30,550 Est. Cost $80.26 Unrealized +24.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value $2.631M Shares 13,425 Est. Cost $161.93 Unrealized +17.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $2.435M Shares 48,500 Est. Cost $40.36 Unrealized +8.6%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value $2.422M Shares 2,215 Est. Cost $987.69 Unrealized +11.8%
FLS FLOWSERVE CORP 0.0%
Value $2.402M Shares 32,675 Est. Cost $68.25 Unrealized +18.3%
NXT NEXTPOWER INC 0.0%
Value $2.393M Shares 19,850 Est. Cost $108.82 Unrealized 0.0%
WWD WOODWARD INC 0.0%
Value $2.38M Shares 6,650 Est. Cost $353.24 Unrealized 0.0%
TTEK TETRA TECH INC NEW 0.0%
Value $2.279M Shares 75,660 Est. Cost $36.99 Unrealized -0.3%
LLY ELI LILLY & CO 0.0%
Value $2.276M Shares 2,475 Est. Cost $1047.09 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.0%
Value $2.202M Shares 83,000 Est. Cost $19.61 Unrealized 0.0%
WMT WALMART INC 0.0%
Value $2.198M Shares 17,685 Est. Cost $53.44 Unrealized +128.4%
TOL TOLL BROTHERS INC 0.0%
Value $2.16M Shares 15,825 Est. Cost $130.53 Unrealized +14.9%
AON AON PLC 0.0%
Value $2.123M Shares 6,577 Est. Cost $359.83 Unrealized -6.6%
IBKR INTERACTIVE BROKERS GROUP IN 0.0%
Value $2.113M Shares 31,500 Est. Cost $73.62 Unrealized 0.0%
BWXT BWX TECHNOLOGIES INC 0.0%
Value $2.045M Shares 10,000 Est. Cost $187.42 Unrealized +8.3%
B BARRICK MNG CORP 0.0%
Value $2.039M Shares 50,000 Est. Cost $47.68 Unrealized +1.3%
REDWOOD TRUST INC 0.0%
Value $2.03M Shares 2,000,000 Est. Cost $1.01 Unrealized
UL UNILEVER PLC 0.0%
Value $2.026M Shares 35,567 Est. Cost $65.40 Unrealized
ROST ROSS STORES INC 0.0%
Value $1.912M Shares 8,827 Est. Cost $191.22 Unrealized +0.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.863M Shares 49,600 Est. Cost $47.34 Unrealized 0.0%
MDU MDU RES GROUP INC 0.0%
Value $1.853M Shares 89,410 Est. Cost $9.76 Unrealized +108.6%
ALSN ALLISON TRANSMISSION HLDGS I 0.0%
Value $1.85M Shares 15,800 Est. Cost $111.25 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.0%
Value $1.746M Shares 7,144 Est. Cost $107.20 Unrealized +112.6%
MOS MOSAIC CO 0.0%
Value $1.716M Shares 67,290 Est. Cost $22.28 Unrealized +25.1%
HON HONEYWELL INTL INC 0.0%
Value $1.692M Shares 7,487 Est. Cost $193.88 Unrealized +16.5%
STATE STR SPDR S&P 500 ETF T 0.0%
Value $1.625M Shares 280 Est. Cost Unrealized
FCX FREEPORT MCMORAN INC 0.0%
Value $1.537M Shares 26,151 Est. Cost $31.87 Unrealized +91.7%
AAPL APPLE INC 0.0%
Value $1.524M Shares 6,004 Est. Cost $143.74 Unrealized +82.8%
PSMT PRICESMART INC 0.0%
Value $1.52M Shares 10,100 Est. Cost $84.62 Unrealized +70.6%
ARCO ARCOS DORADOS HLDGS INC 0.0%
Value $1.502M Shares 182,090 Est. Cost $8.27 Unrealized -1.8%
EVR EVERCORE INC 0.0%
Value $1.5M Shares 5,025 Est. Cost $312.02 Unrealized +12.8%
BIL SPDR SERIES TRUST 0.0%
Value $1.42M Shares 15,500 Est. Cost $91.64 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $1.419M Shares 8,139 Est. Cost $118.64 Unrealized +57.3%
VRT VERTIV HOLDINGS CO 0.0%
Value $1.359M Shares 5,425 Est. Cost $82.73 Unrealized +141.6%
V VISA INC 0.0%
Value $1.297M Shares 4,290 Est. Cost $312.80 Unrealized +5.2%
RIOT PLATFORMS INC 0.0%
Value $1.268M Shares 1,100,000 Est. Cost $1.13 Unrealized
WDAY WORKDAY INC 0.0%
Value $1.266M Shares 9,742 Est. Cost $205.62 Unrealized -16.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value $1.232M Shares 40,900 Est. Cost $30.12 Unrealized
KLAC KLA CORP 0.0%
Value $1.182M Shares 803 Est. Cost $321.67 Unrealized +354.5%
CSWC CAPITAL SOUTHWEST CORP 0.0%
Value $1.084M Shares 49,000 Est. Cost $20.30 Unrealized +12.6%
SM SM ENERGY COMPANY 0.0%
Value $1.053M Shares 33,782 Est. Cost $19.89 Unrealized 0.0%
TRIN TRINITY CAP INC 0.0%
Value $1.035M Shares 70,337 Est. Cost $11.44 Unrealized +37.8%
ETN EATON CORP PLC 0.0%
Value $1.027M Shares 2,872 Est. Cost $306.71 Unrealized +15.3%
VICI VICI PPTYS INC 0.0%
Value $1.024M Shares 37,475 Est. Cost $28.45 Unrealized -1.0%
ANET ARISTA NETWORKS INC 0.0%
Value $1.017M Shares 8,285 Est. Cost $117.55 Unrealized +14.9%
FIX COMFORT SYS USA INC 0.0%
Value $993K Shares 720 Est. Cost $327.83 Unrealized +264.8%
TLN TALEN ENERGY CORP 0.0%
Value $985K Shares 3,085 Est. Cost $368.21 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $931K Shares 12,945 Est. Cost $91.08 Unrealized -13.6%
CME CME GROUP INC 0.0%
Value $926K Shares 3,135 Est. Cost $227.19 Unrealized +27.4%
AVGO BROADCOM INC 0.0%
Value $870K Shares 2,810 Est. Cost $190.59 Unrealized +75.3%
WM WASTE MGMT INC DEL 0.0%
Value $864K Shares 3,760 Est. Cost $164.52 Unrealized +37.4%
HCA HCA HEALTHCARE INC 0.0%
Value $810K Shares 1,712 Est. Cost $301.08 Unrealized +65.4%
HD HOME DEPOT INC 0.0%
Value $798K Shares 2,427 Est. Cost $296.44 Unrealized +27.2%
MAR MARRIOTT INTL INC NEW 0.0%
Value $797K Shares 2,437 Est. Cost $171.80 Unrealized +92.5%
BK BANK NEW YORK MELLON CORP 0.0%
Value $795K Shares 6,700 Est. Cost $107.49 Unrealized +11.8%
AZO AUTOZONE INC 0.0%
Value $787K Shares 233 Est. Cost $2862.26 Unrealized +26.7%
ALPHATEC HLDGS INC 0.0%
Value $720K Shares 700,000 Est. Cost $1.03 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC 0.0%
Value $710K Shares 9,327 Est. Cost $47.08 Unrealized +38.5%
KNSL KINSALE CAP GROUP INC 0.0%
Value $697K Shares 2,040 Est. Cost $401.53 Unrealized -2.0%
HWM HOWMET AEROSPACE INC 0.0%
Value $679K Shares 2,948 Est. Cost $150.48 Unrealized +50.5%
PLMR PALOMAR HLDGS INC 0.0%
Value $675K Shares 5,650 Est. Cost $126.87 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value $651K Shares 3,375 Est. Cost $135.01 Unrealized +45.6%
MAIN MAIN STR CAP CORP 0.0%
Value $642K Shares 12,128 Est. Cost $40.80 Unrealized +50.8%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value $629K Shares 2,262 Est. Cost $270.97 Unrealized +11.9%
MCK MCKESSON CORP 0.0%
Value $618K Shares 714 Est. Cost $703.74 Unrealized +24.4%
HTGC HERCULES CAPITAL INC 0.0%
Value $599K Shares 40,565 Est. Cost $18.04 Unrealized -3.0%
FLR FLUOR CORP 0.0%
Value $583K Shares 12,500 Est. Cost $46.79 Unrealized 0.0%
MEDP MEDPACE HLDGS INC 0.0%
Value $571K Shares 1,190 Est. Cost $396.01 Unrealized +37.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $562K Shares 1,160 Est. Cost $497.31 Unrealized 0.0%
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value $559K Shares 6,526 Est. Cost $96.57 Unrealized -2.6%
STATE STR SPDR S&P 500 ETF T 0.0%
Value $549K Shares 280 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $549K Shares 613 Est. Cost $735.10 Unrealized +30.3%
MELI MERCADOLIBRE INC 0.0%
Value $543K Shares 314 Est. Cost $2038.25 Unrealized +1.4%
TMDX TRANSMEDICS GROUP INC 0.0%
Value $532K Shares 5,355 Est. Cost $101.19 Unrealized +33.8%
CG CARLYLE GROUP INC 0.0%
Value $532K Shares 11,000 Est. Cost $44.18 Unrealized +33.5%
WYNN WYNN RESORTS LTD 0.0%
Value $525K Shares 5,173 Est. Cost $123.55 Unrealized -7.6%
PSEC PROSPECT CAP CORP 0.0%
Value $524K Shares 200,742 Est. Cost $3.44 Unrealized -19.0%
RITM RITHM CAPITAL CORP 0.0%
Value $513K Shares 54,106 Est. Cost $10.12 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $482K Shares 1,975 Est. Cost $175.43 Unrealized +5.3%
FTNT FORTINET INC 0.0%
Value $480K Shares 5,870 Est. Cost $65.49 Unrealized +22.1%
MARA HOLDINGS INC 0.0%
Value $461K Shares 500,000 Est. Cost $0.84 Unrealized
DG DOLLAR GEN CORP 0.0%
Value $457K Shares 3,850 Est. Cost $108.94 Unrealized +35.6%
SSSS SURO CAPITAL CORP 0.0%
Value $455K Shares 42,466 Est. Cost $9.11 Unrealized +3.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value $454K Shares 9,688 Est. Cost $65.76 Unrealized -14.3%
NOW SERVICENOW INC 0.0%
Value $427K Shares 4,080 Est. Cost $121.19 Unrealized 0.0%
HOOD ROBINHOOD MKTS INC 0.0%
Value $402K Shares 5,808 Est. Cost $55.94 Unrealized +71.2%
GCT GIGACLOUD TECHNOLOGY INC 0.0%
Value $372K Shares 8,200 Est. Cost $26.08 Unrealized +50.2%
OWL BLUE OWL CAPITAL INC 0.0%
Value $356K Shares 39,034 Est. Cost $18.60 Unrealized -26.2%
SNEX STONEX GROUP INC 0.0%
Value $338K Shares 4,191 Est. Cost $75.46 Unrealized +51.4%
PWR QUANTA SVCS INC 0.0%
Value $324K Shares 590 Est. Cost $388.50 Unrealized +25.2%
MA MASTERCARD INCORPORATED 0.0%
Value $315K Shares 631 Est. Cost $489.65 Unrealized +10.1%
ZETA ZETA GLOBAL HOLDINGS CORP 0.0%
Value $310K Shares 19,500 Est. Cost $19.22 Unrealized 0.0%
BMBL BUMBLE INC 0.0%
Value $306K Shares 94,000 Est. Cost $3.31 Unrealized 0.0%
PEP PEPSICO INC 0.0%
Value $303K Shares 1,953 Est. Cost $155.14 Unrealized -0.3%
AMZN AMAZON COM INC 0.0%
Value $303K Shares 1,455 Est. Cost $175.05 Unrealized +29.6%
TMUS T-MOBILE US INC 0.0%
Value $288K Shares 1,370 Est. Cost $197.84 Unrealized +1.2%
PANW PALO ALTO NETWORKS INC 0.0%
Value $267K Shares 1,667 Est. Cost $171.21 Unrealized +0.5%
TSLA TESLA INC 0.0%
Value $254K Shares 683 Est. Cost $288.90 Unrealized +47.5%
BLOCK INC 0.0%
Value $249K Shares 250,000 Est. Cost $1.00 Unrealized
IGIC INTL GNRL INSURANCE HLDNGS L 0.0%
Value $246K Shares 10,150 Est. Cost $24.44 Unrealized +1.5%
IIPR INNOVATIVE INDL PPTYS INC 0.0%
Value $245K Shares 4,890 Est. Cost $115.53 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $225K Shares 1,105 Est. Cost $143.82 Unrealized +54.1%
RJF RAYMOND JAMES FINL INC 0.0%
Value $213K Shares 1,470 Est. Cost $124.90 Unrealized +32.4%
SNPS SYNOPSYS INC 0.0%
Value $211K Shares 532 Est. Cost $544.45 Unrealized -13.4%
AMT AMERICAN TOWER CORP 0.0%
Value $207K Shares 1,200 Est. Cost $193.19 Unrealized -9.5%
LYFT INC 0.0%
Value $203K Shares 200,000 Est. Cost $1.29 Unrealized
DKS DICKS SPORTING GOODS INC 0.0%
Value $198K Shares 1,000 Est. Cost $182.31 Unrealized +14.0%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value $198K Shares 2,141 Est. Cost $89.78 Unrealized +5.8%
T AT&T INC 0.0%
Value $193K Shares 6,656 Est. Cost $20.83 Unrealized +23.6%
ARCC ARES CAPITAL CORP 0.0%
Value $189K Shares 10,500 Est. Cost $20.00 Unrealized +0.1%
BLACKLINE INC 0.0%
Value $188K Shares 200,000 Est. Cost $1.04 Unrealized
BAC BANK AMERICA CORP 0.0%
Value $185K Shares 3,803 Est. Cost $40.08 Unrealized +33.9%
NYAX NAYAX LTD 0.0%
Value $184K Shares 3,290 Est. Cost $46.50 Unrealized +20.5%
CCAP CRESCENT CAP BDC INC 0.0%
Value $182K Shares 15,000 Est. Cost $14.11 Unrealized +0.4%
NUTANIX INC 0.0%
Value $181K Shares 200,000 Est. Cost $0.97 Unrealized
KO COCA COLA CO 0.0%
Value $181K Shares 2,377 Est. Cost $65.77 Unrealized +13.7%
LPLA LPL FINL HLDGS INC 0.0%
Value $179K Shares 595 Est. Cost $325.55 Unrealized +9.6%
TOST TOAST INC 0.0%
Value $172K Shares 6,500 Est. Cost $36.05 Unrealized -14.0%
NDAQ NASDAQ INC 0.0%
Value $167K Shares 1,971 Est. Cost $86.96 Unrealized +5.5%
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $163K Shares 164 Est. Cost $542.54 Unrealized +77.6%
NXDT NEXPOINT DIVERSIFIED REL ET 0.0%
Value $161K Shares 34,477 Est. Cost $10.21 Unrealized
NFLX NETFLIX INC. 0.0%
Value $149K Shares 1,554 Est. Cost $98.69 Unrealized -15.0%
MCD MCDONALDS CORP 0.0%
Value $148K Shares 475 Est. Cost $293.41 Unrealized +8.1%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value $144K Shares 475 Est. Cost $251.67 Unrealized +21.2%
AXP AMERICAN EXPRESS CO 0.0%
Value $144K Shares 475 Est. Cost $249.75 Unrealized +42.6%
JPM JPMORGAN CHASE & CO 0.0%
Value $140K Shares 475 Est. Cost $244.04 Unrealized +27.6%
TRV TRAVELERS COMPANIES INC 0.0%
Value $139K Shares 475 Est. Cost $288.51 Unrealized 0.0%
TPG TPG INC 0.0%
Value $138K Shares 3,400 Est. Cost $47.97 Unrealized +19.4%
GE GE AEROSPACE 0.0%
Value $135K Shares 475 Est. Cost $188.05 Unrealized +69.2%
NEE NEXTERA ENERGY INC 0.0%
Value $132K Shares 1,426 Est. Cost $71.60 Unrealized +21.7%
ECL ECOLAB INC 0.0%
Value $126K Shares 475 Est. Cost $243.39 Unrealized +17.6%
PLD PROLOGIS INC. 0.0%
Value $126K Shares 951 Est. Cost $108.29 Unrealized +19.2%
DUK DUKE ENERGY CORP NEW 0.0%
Value $125K Shares 951 Est. Cost $106.41 Unrealized +13.6%
OPRA OPERA LTD 0.0%
Value $120K Shares 8,450 Est. Cost $15.23 Unrealized
TGT TARGET CORP 0.0%
Value $115K Shares 951 Est. Cost $109.20 Unrealized 0.0%
UNP UNION PAC CORP 0.0%
Value $115K Shares 475 Est. Cost $229.25 Unrealized +6.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $115K Shares 475 Est. Cost $217.87 Unrealized +30.3%
APO APOLLO GLOBAL MGMT INC 0.0%
Value $111K Shares 1,000 Est. Cost $62.35 Unrealized +114.0%
F FORD MTR CO 0.0%
Value $110K Shares 9,528 Est. Cost $10.26 Unrealized +33.9%
HASI HA SUSTAINABLE INFRA CAP INC 0.0%
Value $108K Shares 2,947 Est. Cost $29.41 Unrealized +19.6%
C CITIGROUP INC 0.0%
Value $108K Shares 951 Est. Cost $86.04 Unrealized +35.0%
LRCX LAM RESEARCH CORP 0.0%
Value $105K Shares 491 Est. Cost $75.97 Unrealized +197.4%
IESC IES HOLDINGS INC 0.0%
Value $105K Shares 220 Est. Cost $208.57 Unrealized +118.9%
AFL AFLAC INC 0.0%
Value $104K Shares 951 Est. Cost $106.80 Unrealized +4.1%
RSG REPUBLIC SVCS INC 0.0%
Value $104K Shares 475 Est. Cost $209.04 Unrealized +3.6%
CION CION INVT CORP 0.0%
Value $99,864 Shares 14,600 Est. Cost $9.01 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.0%
Value $98,843 Shares 475 Est. Cost $180.23 Unrealized +24.8%
OBDC BLUE OWL CAPITAL CORPORATION 0.0%
Value $96,222 Shares 8,700 Est. Cost $12.03 Unrealized 0.0%
RWAY RUNWAY GROWTH FINANCE CORP 0.0%
Value $96,180 Shares 14,000 Est. Cost $8.94 Unrealized 0.0%
BXSL BLACKSTONE SECD LENDING FD 0.0%
Value $94,760 Shares 4,000 Est. Cost $25.46 Unrealized 0.0%
INTU INTUIT 0.0%
Value $94,692 Shares 219 Est. Cost $583.16 Unrealized -14.7%
PGR PROGRESSIVE CORP 0.0%
Value $94,164 Shares 475 Est. Cost $239.99 Unrealized -13.9%
WELL WELLTOWER INC 0.0%
Value $93,912 Shares 475 Est. Cost $144.94 Unrealized +29.0%
NMFC NEW MTN FIN CORP 0.0%
Value $93,120 Shares 12,000 Est. Cost $8.66 Unrealized 0.0%
OXY OCCIDENTAL PETE CORP 0.0%
Value $92,690 Shares 1,426 Est. Cost $45.43 Unrealized 0.0%
SRE SEMPRA 0.0%
Value $92,409 Shares 951 Est. Cost $78.63 Unrealized +13.8%
FAST FASTENAL CO 0.0%
Value $91,408 Shares 1,970 Est. Cost $37.12 Unrealized +19.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value $91,222 Shares 580 Est. Cost $146.68 Unrealized +12.5%
LIN LINDE PLC 0.0%
Value $89,733 Shares 181 Est. Cost $398.49 Unrealized +15.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value $89,375 Shares 951 Est. Cost $81.24 Unrealized +23.2%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value $88,602 Shares 475 Est. Cost $160.44 Unrealized +14.7%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $88,086 Shares 672 Est. Cost $91.45 Unrealized +31.8%
XEL XCEL ENERGY INC 0.0%
Value $87,940 Shares 1,107 Est. Cost $62.22 Unrealized +24.0%
COF CAPITAL ONE FINL CORP 0.0%
Value $86,654 Shares 475 Est. Cost $223.24 Unrealized 0.0%
DXCM DEXCOM INC 0.0%
Value $86,350 Shares 1,375 Est. Cost $72.26 Unrealized -1.8%
DLR DIGITAL RLTY TR INC 0.0%
Value $85,600 Shares 475 Est. Cost $164.20 Unrealized -5.6%
EXC EXELON CORP 0.0%
Value $82,501 Shares 1,683 Est. Cost $36.61 Unrealized +23.3%
XOM EXXON MOBIL CORP 0.0%
Value $80,589 Shares 475 Est. Cost $107.86 Unrealized +28.6%
CPA COPA HOLDINGS SA 0.0%
Value $79,527 Shares 700 Est. Cost $95.21 Unrealized +45.9%
EXR EXTRA SPACE STORAGE INC 0.0%
Value $78,678 Shares 600 Est. Cost $140.89 Unrealized -7.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value $77,962 Shares 475 Est. Cost $116.16 Unrealized +2.5%
CGBD CARLYLE SECURED LENDING INC 0.0%
Value $77,532 Shares 7,087 Est. Cost $12.97 Unrealized -5.6%
PEG PUBLIC SVC ENTERPRISE GROUP 0.0%
Value $76,983 Shares 951 Est. Cost $76.08 Unrealized +7.2%
TJX TJX COS INC NEW 0.0%
Value $75,858 Shares 475 Est. Cost $118.87 Unrealized +29.7%
USB US BANCORP 0.0%
Value $74,166 Shares 1,426 Est. Cost $46.04 Unrealized +23.0%
YUM YUM BRANDS INC 0.0%
Value $73,853 Shares 475 Est. Cost $138.87 Unrealized +13.3%
INTC INTEL CORP 0.0%
Value $73,521 Shares 1,666 Est. Cost $26.17 Unrealized +77.4%
AFCG ADVANCED FLOWER CAP INC 0.0%
Value $73,320 Shares 26,000 Est. Cost $8.38 Unrealized -70.9%
AMGN AMGEN INC 0.0%
Value $71,777 Shares 204 Est. Cost $283.72 Unrealized +23.2%
VST VISTRA CORP 0.0%
Value $71,407 Shares 475 Est. Cost $181.92 Unrealized -10.3%
TXN TEXAS INSTRS INC 0.0%
Value $70,085 Shares 361 Est. Cost $170.93 Unrealized +20.7%
MMM 3M CO 0.0%
Value $68,984 Shares 475 Est. Cost $125.87 Unrealized +30.3%
EOG EOG RES INC 0.0%
Value $68,671 Shares 475 Est. Cost $112.14 Unrealized 0.0%
BMI BADGER METER INC 0.0%
Value $67,796 Shares 445 Est. Cost $202.23 Unrealized -20.0%
CLMB CLIMB GLOBAL SOLUTIONS INC 0.0%
Value $66,595 Shares 3,360 Est. Cost $121.37 Unrealized -4.2%
ALLT ALLOT LTD 0.0%
Value $64,602 Shares 9,700 Est. Cost $7.00 Unrealized +45.8%
CBRE CBRE GROUP INC 0.0%
Value $64,344 Shares 475 Est. Cost $131.49 Unrealized +22.7%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value $64,234 Shares 475 Est. Cost $136.75 Unrealized 0.0%
COP CONOCOPHILLIPS 0.0%
Value $62,700 Shares 475 Est. Cost $94.29 Unrealized +8.9%
EMR EMERSON ELEC CO 0.0%
Value $62,235 Shares 475 Est. Cost $112.72 Unrealized +31.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value $60,851 Shares 132 Est. Cost $510.08 Unrealized +2.1%
D DOMINION ENERGY INC 0.0%
Value $58,791 Shares 951 Est. Cost $61.62 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value $58,675 Shares 421 Est. Cost $62.21 Unrealized +122.4%
ADI ANALOG DEVICES INC 0.0%
Value $57,265 Shares 180 Est. Cost $206.11 Unrealized +53.4%
QCOM QUALCOMM INC 0.0%
Value $57,050 Shares 443 Est. Cost $170.73 Unrealized -9.9%
DAVE DAVE INC 0.0%
Value $56,579 Shares 325 Est. Cost $157.61 Unrealized +19.3%
ED CONSOLIDATED EDISON INC 0.0%
Value $53,761 Shares 475 Est. Cost $105.35 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value $52,747 Shares 864 Est. Cost $34.07 Unrealized +64.6%
NEM NEWMONT CORP 0.0%
Value $51,419 Shares 475 Est. Cost $59.89 Unrealized +97.2%
BKNG BOOKING HOLDINGS INC 0.0%
Value $50,524 Shares 12 Est. Cost $2483.56 Unrealized +92.5%
SHOP SHOPIFY INC 0.0%
Value $50,176 Shares 423 Est. Cost $108.97 Unrealized +25.2%
SLB SLB LIMITED 0.0%
Value $48,872 Shares 951 Est. Cost $36.06 Unrealized +33.9%
KDP KEURIG DR PEPPER INC 0.0%
Value $48,606 Shares 1,846 Est. Cost $28.20 Unrealized +0.4%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $47,780 Shares 107 Est. Cost $317.01 Unrealized +47.5%
APP APPLOVIN CORP 0.0%
Value $46,964 Shares 118 Est. Cost $457.05 Unrealized +11.0%
UPS UNITED PARCEL SVCS INC 0.0%
Value $46,731 Shares 475 Est. Cost $92.75 Unrealized +18.5%
TFC TRUIST FINL CORP 0.0%
Value $43,717 Shares 951 Est. Cost $39.38 Unrealized +29.9%
EBAY EBAY INC. 0.0%
Value $43,235 Shares 475 Est. Cost $89.32 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.0%
Value $43,005 Shares 154 Est. Cost $130.03 Unrealized +131.6%
ASML ASML HLDG NV 0.0%
Value $42,267 Shares 32 Est. Cost $614.79 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $40,484 Shares 475 Est. Cost $88.75 Unrealized 0.0%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $38,784 Shares 99 Est. Cost $376.45 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $36,776 Shares 181 Est. Cost $254.30 Unrealized -5.3%
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $36,699 Shares 94 Est. Cost $380.48 Unrealized +13.3%
TATT TAT TECHNOLOGIES LTD 0.0%
Value $36,567 Shares 900 Est. Cost $27.42 Unrealized +87.9%
WDC WESTERN DIGITAL CORP 0.0%
Value $35,434 Shares 131 Est. Cost $251.23 Unrealized 0.0%
GM GENERAL MTRS CO 0.0%
Value $35,388 Shares 475 Est. Cost $48.57 Unrealized +69.3%
ADBE ADOBE INC 0.0%
Value $35,247 Shares 145 Est. Cost $451.60 Unrealized -35.8%
SBUX STARBUCKS CORP 0.0%
Value $35,030 Shares 391 Est. Cost $92.15 Unrealized +1.6%
CMCSA COMCAST CORP NEW 0.0%
Value $34,969 Shares 1,218 Est. Cost $41.53 Unrealized -28.2%
PSBD PALMER SQUARE CAPITAL BDC IN 0.0%
Value $32,857 Shares 3,363 Est. Cost $11.63 Unrealized 0.0%
MSCI MSCI INC 0.0%
Value $32,341 Shares 60 Est. Cost $539.39 Unrealized +5.5%
LMAT LEMAITRE VASCULAR INC 0.0%
Value $31,659 Shares 290 Est. Cost $87.13 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.0%
Value $31,597 Shares 319 Est. Cost $79.24 Unrealized +2.3%
DAL DELTA AIR LINES INC 0.0%
Value $31,578 Shares 475 Est. Cost $56.83 Unrealized +22.9%
XPEL XPEL INC 0.0%
Value $30,982 Shares 700 Est. Cost $75.32 Unrealized -30.4%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $30,906 Shares 40 Est. Cost $694.01 Unrealized +10.8%
TDG TRANSDIGM GROUP INC 0.0%
Value $30,133 Shares 26 Est. Cost $648.15 Unrealized +110.1%
ENSG ENSIGN GROUP INC 0.0%
Value $28,210 Shares 140 Est. Cost $102.98 Unrealized +83.3%
BRO BROWN & BROWN INC 0.0%
Value $27,388 Shares 420 Est. Cost $64.82 Unrealized +14.5%
PDD PDD HOLDINGS INC 0.0%
Value $24,728 Shares 242 Est. Cost $121.46 Unrealized
MUSA MURPHY USA INC 0.0%
Value $24,699 Shares 50 Est. Cost $420.22 Unrealized -1.8%
QLYS QUALYS INC 0.0%
Value $24,598 Shares 280 Est. Cost $139.19 Unrealized -13.4%
ADSK AUTODESK INC 0.0%
Value $24,419 Shares 102 Est. Cost $264.39 Unrealized -4.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $24,412 Shares 889 Est. Cost $10.85 Unrealized +160.3%
CSX CSX CORP 0.0%
Value $24,055 Shares 586 Est. Cost $30.21 Unrealized +27.5%
MDLZ MONDELEZ INTL INC 0.0%
Value $23,978 Shares 416 Est. Cost $64.82 Unrealized -10.3%
ABNB AIRBNB INC 0.0%
Value $23,867 Shares 189 Est. Cost $137.63 Unrealized -6.0%
PCAR PACCAR INC 0.0%
Value $23,793 Shares 206 Est. Cost $103.24 Unrealized +19.1%
FER FERROVIAL SE 0.0%
Value $22,768 Shares 350 Est. Cost $69.51 Unrealized 0.0%
DASH DOORDASH INC 0.0%
Value $22,673 Shares 151 Est. Cost $129.88 Unrealized +51.4%
IDXX IDEXX LABS INC 0.0%
Value $22,476 Shares 40 Est. Cost $519.18 Unrealized +29.1%
CTAS CINTAS CORP 0.0%
Value $22,326 Shares 132 Est. Cost $197.77 Unrealized -2.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value $21,955 Shares 303 Est. Cost $49.44 Unrealized +63.1%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value $21,064 Shares 107 Est. Cost $193.51 Unrealized +21.1%
RBRK RUBRIK INC. 0.0%
Value $19,588 Shares 400 Est. Cost $79.05 Unrealized -23.3%
CLBT CELLEBRITE DI LTD 0.0%
Value $18,603 Shares 1,350 Est. Cost $21.05 Unrealized -26.1%
ARM ARM HOLDINGS PLC 0.0%
Value $15,884 Shares 105 Est. Cost $146.18 Unrealized
FANG DIAMONDBACK ENERGY INC 0.0%
Value $15,428 Shares 78 Est. Cost $141.60 Unrealized +12.9%
CPRT COPART INC 0.0%
Value $15,405 Shares 464 Est. Cost $50.33 Unrealized -22.2%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $14,862 Shares 42 Est. Cost $537.70 Unrealized -29.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value $13,287 Shares 68 Est. Cost $152.68 Unrealized +19.9%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value $12,904 Shares 39 Est. Cost $353.27 Unrealized 0.0%
PAYX PAYCHEX INC 0.0%
Value $12,897 Shares 140 Est. Cost $115.91 Unrealized -12.0%
EA ELECTRONIC ARTS INC 0.0%
Value $12,844 Shares 63 Est. Cost $124.71 Unrealized +62.4%
AXON AXON ENTERPRISE INC 0.0%
Value $12,741 Shares 30 Est. Cost $585.29 Unrealized -10.0%
DDOG DATADOG INC 0.0%
Value $12,631 Shares 107 Est. Cost $121.77 Unrealized +1.8%
INSM INSMED INC 0.0%
Value $12,591 Shares 77 Est. Cost $159.03 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.0%
Value $12,483 Shares 276 Est. Cost $74.44 Unrealized -32.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $12,086 Shares 197 Est. Cost $74.31 Unrealized +3.3%
MSTR STRATEGY INC 0.0%
Value $11,981 Shares 96 Est. Cost $317.51 Unrealized -53.8%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value $11,873 Shares 55 Est. Cost $376.67 Unrealized -43.3%
KHC KRAFT HEINZ CO 0.0%
Value $11,582 Shares 515 Est. Cost $26.89 Unrealized -11.0%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $11,455 Shares 58 Est. Cost $162.27 Unrealized +38.6%
TRI THOMSON REUTERS CORP 0.0%
Value $11,427 Shares 127 Est. Cost $172.98 Unrealized -38.1%
CSGP COSTAR GROUP INC 0.0%
Value $11,255 Shares 279 Est. Cost $74.43 Unrealized -23.5%
VRSK VERISK ANALYTICS INC 0.0%
Value $11,195 Shares 59 Est. Cost $261.66 Unrealized -22.1%
ZS ZSCALER INC 0.0%
Value $11,083 Shares 79 Est. Cost $203.31 Unrealized -4.9%
CCEP COCA-COLA EUROPACIFIC PARTNE 0.0%
Value $10,971 Shares 121 Est. Cost $65.12 Unrealized +45.3%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $10,748 Shares 151 Est. Cost $76.19 Unrealized +8.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value $10,661 Shares 165 Est. Cost $73.24 Unrealized +3.5%
AVPT AVEPOINT INC 0.0%
Value $6,657 Shares 700 Est. Cost $16.80 Unrealized -29.5%
IOT SAMSARA INC 0.0%
Value $6,338 Shares 200 Est. Cost $41.33 Unrealized -28.0%
CORT CORCEPT THERAPEUTICS INC 0.0%
Value $4,031 Shares 100 Est. Cost $60.87 Unrealized -36.3%