CHICAGO TRUST Co NA Diversified Active

CIK: 0001601539 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 18, 2022

Total Value ($000): $502,357 (100.0% shares, 0.0% debt)

Holdings (338)

AAPL APPLE INC 6.0%
Value ($000) $29,923 Shares 168,517 Est. Cost $96.44 Unrealized +60.4%
MSFT MICROSOFT CORP 4.3%
Value ($000) $21,842 Shares 64,943 Est. Cost $99.76 Unrealized +214.2%
ABT ABBOTT LABS 3.1%
Value ($000) $15,589 Shares 110,765 Est. Cost $85.68 Unrealized +38.5%
ABBV ABBVIE INC 2.0%
Value ($000) $10,036 Shares 74,118 Est. Cost $53.02 Unrealized +91.8%
GOOG ALPHABET INC 1.9%
Value ($000) $9,555 Shares 3,302 Est. Cost $78.11 Unrealized +83.6%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $7,212 Shares 14,361 Est. Cost $223.72 Unrealized +88.7%
AP PROPERTIES LTD 1.4%
Value ($000) $6,807 Shares 1 Est. Cost $2350000.00 Unrealized
BAC BK OF AMERICA CORP 1.3%
Value ($000) $6,737 Shares 151,435 Est. Cost $20.45 Unrealized +100.5%
AMZN AMAZON COM INC 1.3%
Value ($000) $6,422 Shares 1,926 Est. Cost $155.03 Unrealized +10.4%
PEP PEPSICO INC 1.2%
Value ($000) $5,947 Shares 34,231 Est. Cost $79.20 Unrealized +81.1%
ORCL ORACLE CORP 1.1%
Value ($000) $5,730 Shares 65,705 Est. Cost $41.10 Unrealized +116.3%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $5,468 Shares 34,531 Est. Cost $61.19 Unrealized +141.6%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $5,234 Shares 17,796 Est. Cost $20.55 Unrealized +33.6%
PFE PFIZER INC 1.0%
Value ($000) $5,195 Shares 87,978 Est. Cost $25.17 Unrealized +59.8%
DHR DANAHER CORPORATION 1.0%
Value ($000) $5,048 Shares 15,344 Est. Cost $216.14 Unrealized +25.0%
CVX CHEVRON CORP NEW 1.0%
Value ($000) $4,977 Shares 42,416 Est. Cost $70.79 Unrealized +35.7%
MRK MERCK & CO INC 1.0%
Value ($000) $4,953 Shares 64,627 Est. Cost $49.45 Unrealized +41.3%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $4,867 Shares 28,448 Est. Cost $102.86 Unrealized +41.1%
PM PHILIP MORRIS INTL INC 1.0%
Value ($000) $4,818 Shares 50,717 Est. Cost $59.93 Unrealized +27.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $4,763 Shares 15,931 Est. Cost $158.68 Unrealized +80.5%
V VISA INC 0.9%
Value ($000) $4,760 Shares 21,963 Est. Cost $211.76 Unrealized -1.7%
GOOGL ALPHABET INC 0.9%
Value ($000) $4,739 Shares 1,636 Est. Cost $82.33 Unrealized +73.6%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $4,668 Shares 28,535 Est. Cost $86.61 Unrealized +54.9%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $4,567 Shares 74,637 Est. Cost $53.33 Unrealized +1.1%
CVS CVS HEALTH CORP 0.9%
Value ($000) $4,463 Shares 43,261 Est. Cost $63.69 Unrealized +26.4%
CSCO CISCO SYS INC 0.9%
Value ($000) $4,288 Shares 67,675 Est. Cost $35.84 Unrealized +40.8%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $4,223 Shares 83,914 Est. Cost $36.08 Unrealized +27.9%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $3,907 Shares 23,882 Est. Cost $73.91 Unrealized +118.9%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $3,872 Shares 10,895 Est. Cost $164.42 Unrealized +87.9%
UNP UNION PAC CORP 0.8%
Value ($000) $3,801 Shares 15,086 Est. Cost $103.24 Unrealized +108.2%
ZTS ZOETIS INC 0.8%
Value ($000) $3,781 Shares 15,492 Est. Cost $163.70 Unrealized +28.6%
CB CHUBB LIMITED 0.8%
Value ($000) $3,772 Shares 19,513 Est. Cost $102.37 Unrealized +73.5%
MCD MCDONALDS CORP 0.7%
Value ($000) $3,763 Shares 14,040 Est. Cost $89.14 Unrealized +157.6%
INTC INTEL CORP 0.7%
Value ($000) $3,758 Shares 72,982 Est. Cost $37.82 Unrealized +25.0%
HON HONEYWELL INTL INC 0.7%
Value ($000) $3,681 Shares 17,656 Est. Cost $109.00 Unrealized +69.8%
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $3,471 Shares 14,063 Est. Cost $173.67 Unrealized +21.1%
DIS DISNEY WALT CO 0.7%
Value ($000) $3,405 Shares 21,985 Est. Cost $129.94 Unrealized +21.4%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $3,396 Shares 78,244 Est. Cost $52.63 Unrealized
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $3,333 Shares 5,872 Est. Cost $290.37 Unrealized +68.1%
META META PLATFORMS INC 0.6%
Value ($000) $3,226 Shares 9,590 Est. Cost $326.49 Unrealized +1.0%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $3,220 Shares 61,979 Est. Cost $35.69 Unrealized +13.2%
EMR EMERSON ELEC CO 0.6%
Value ($000) $3,112 Shares 33,470 Est. Cost $67.18 Unrealized +28.8%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $3,057 Shares 15,244 Est. Cost $106.19 Unrealized +64.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.6%
Value ($000) $2,859 Shares 42,846 Est. Cost $34.64 Unrealized +58.8%
HD HOME DEPOT INC 0.5%
Value ($000) $2,762 Shares 6,655 Est. Cost $177.29 Unrealized +93.6%
BWA BORGWARNER INC 0.5%
Value ($000) $2,695 Shares 59,803 Est. Cost $30.91 Unrealized +22.3%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $2,681 Shares 4,017 Est. Cost $286.24 Unrealized +115.6%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $2,679 Shares 6,462 Est. Cost $258.74 Unrealized +32.7%
MCK MCKESSON CORP 0.5%
Value ($000) $2,658 Shares 10,692 Est. Cost $157.09 Unrealized +36.7%
T AT&T INC 0.5%
Value ($000) $2,611 Shares 106,153 Est. Cost $13.70 Unrealized +7.0%
C CITIGROUP INC 0.5%
Value ($000) $2,578 Shares 42,695 Est. Cost $40.29 Unrealized +41.9%
GE GENERAL ELECTRIC CO 0.5%
Value ($000) $2,525 Shares 26,730 Est. Cost $62.95 Unrealized -2.2%
MMM 3M CO 0.5%
Value ($000) $2,487 Shares 14,000 Est. Cost $113.81 Unrealized +11.8%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $2,457 Shares 22,691 Est. Cost $56.45 Unrealized +57.4%
SBUX STARBUCKS CORP 0.5%
Value ($000) $2,319 Shares 19,821 Est. Cost $100.95 Unrealized +1.2%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,312 Shares 6,433 Est. Cost $336.35 Unrealized +0.4%
SYK STRYKER CORPORATION 0.5%
Value ($000) $2,305 Shares 8,619 Est. Cost $235.76 Unrealized +6.5%
AMP AMERIPRISE FINL INC 0.5%
Value ($000) $2,274 Shares 7,540 Est. Cost $102.35 Unrealized +171.9%
RNR RENAISSANCERE HLDGS LTD 0.4%
Value ($000) $2,255 Shares 13,317 Est. Cost $167.61 Unrealized -6.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $2,254 Shares 5 Est. Cost $386204.40 Unrealized +11.8%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $2,253 Shares 10,512 Est. Cost $160.57 Unrealized +5.0%
WDAY WORKDAY INC 0.4%
Value ($000) $2,241 Shares 8,203 Est. Cost $242.95 Unrealized +14.3%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $2,234 Shares 7,505 Est. Cost $111.22 Unrealized +129.5%
CAT CATERPILLAR INC 0.4%
Value ($000) $2,177 Shares 10,531 Est. Cost $169.68 Unrealized +10.0%
IDXX IDEXX LABS INC 0.4%
Value ($000) $2,175 Shares 3,303 Est. Cost $572.67 Unrealized +9.6%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $2,106 Shares 24,683 Est. Cost $50.16 Unrealized +35.7%
WTFC WINTRUST FINL CORP 0.4%
Value ($000) $2,019 Shares 22,231 Est. Cost $47.53 Unrealized +87.8%
JCI JOHNSON CTLS INTL PLC 0.4%
Value ($000) $1,980 Shares 24,348 Est. Cost $32.75 Unrealized +112.6%
CMI CUMMINS INC 0.4%
Value ($000) $1,965 Shares 9,011 Est. Cost $131.39 Unrealized +56.7%
LLY LILLY ELI & CO 0.4%
Value ($000) $1,943 Shares 7,032 Est. Cost $116.20 Unrealized +109.9%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $1,935 Shares 5,495 Est. Cost $205.55 Unrealized +51.4%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.4%
Value ($000) $1,924 Shares 23,459 Est. Cost $69.49 Unrealized +10.8%
DXCM DEXCOM INC 0.4%
Value ($000) $1,914 Shares 3,565 Est. Cost $103.95 Unrealized +38.2%
ECL ECOLAB INC 0.4%
Value ($000) $1,879 Shares 8,009 Est. Cost $206.33 Unrealized +4.5%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,877 Shares 44,176 Est. Cost $41.04 Unrealized +2.4%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value ($000) $1,876 Shares 13,042 Est. Cost $88.38 Unrealized +52.1%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,872 Shares 30,023 Est. Cost $49.35 Unrealized -0.2%
FISV FISERV INC 0.4%
Value ($000) $1,837 Shares 17,702 Est. Cost $88.03 Unrealized +17.5%
KO COCA COLA CO 0.4%
Value ($000) $1,824 Shares 30,816 Est. Cost $40.64 Unrealized +21.0%
AMGN AMGEN INC 0.4%
Value ($000) $1,822 Shares 8,097 Est. Cost $180.30 Unrealized +2.7%
NFLX NETFLIX INC 0.4%
Value ($000) $1,794 Shares 2,978 Est. Cost $51.92 Unrealized +23.1%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,711 Shares 12,806 Est. Cost $104.28 Unrealized +2.1%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $1,681 Shares 4,678 Est. Cost $328.52 Unrealized +4.7%
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $1,674 Shares 17,969 Est. Cost $77.92 Unrealized -2.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,617 Shares 18,786 Est. Cost $59.54 Unrealized +33.2%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,593 Shares 19,720 Est. Cost $20.35 Unrealized +43.5%
POOL POOL CORP 0.3%
Value ($000) $1,592 Shares 2,813 Est. Cost $399.34 Unrealized +24.6%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,557 Shares 649 Est. Cost $1776.32 Unrealized +31.3%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,556 Shares 6,307 Est. Cost $94.27 Unrealized +119.9%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,548 Shares 14,963 Est. Cost $65.76 Unrealized +55.2%
SJM SMUCKER J M CO 0.3%
Value ($000) $1,539 Shares 11,337 Est. Cost $101.61 Unrealized +9.2%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,507 Shares 16,143 Est. Cost $58.95 Unrealized +31.2%
TYL TYLER TECHNOLOGIES INC 0.3%
Value ($000) $1,500 Shares 2,788 Est. Cost $434.05 Unrealized +19.3%
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $1,495 Shares 8,274 Est. Cost $104.42 Unrealized +61.5%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $1,493 Shares 2,680 Est. Cost $70.26 Unrealized +23.1%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,486 Shares 28,486 Est. Cost $65.11 Unrealized
PSTG PURE STORAGE INC 0.3%
Value ($000) $1,432 Shares 43,980 Est. Cost $20.65 Unrealized +40.6%
WAB WABTEC 0.3%
Value ($000) $1,420 Shares 15,423 Est. Cost $68.74 Unrealized +30.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $1,419 Shares 10,376 Est. Cost $109.26 Unrealized +14.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value ($000) $1,411 Shares 9,371 Est. Cost $114.98 Unrealized +12.7%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1,385 Shares 11,276 Est. Cost $76.96 Unrealized +51.8%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,352 Shares 20,391 Est. Cost $39.74 Unrealized +39.2%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,332 Shares 6,152 Est. Cost $110.49 Unrealized +80.0%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,322 Shares 7,605 Est. Cost $51.40 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $1,311 Shares 23,340 Est. Cost $47.04 Unrealized +3.8%
AEE AMEREN CORP 0.3%
Value ($000) $1,296 Shares 14,561 Est. Cost $62.97 Unrealized +19.1%
AON AON PLC 0.3%
Value ($000) $1,288 Shares 4,285 Est. Cost $214.56 Unrealized +35.6%
NKE NIKE INC 0.3%
Value ($000) $1,271 Shares 7,622 Est. Cost $133.40 Unrealized +15.9%
XILINX INC 0.3%
Value ($000) $1,258 Shares 5,930 Est. Cost $151.10 Unrealized
BIIB BIOGEN INC 0.2%
Value ($000) $1,250 Shares 5,211 Est. Cost $295.37 Unrealized -12.9%
KMX CARMAX INC 0.2%
Value ($000) $1,247 Shares 9,576 Est. Cost $125.50 Unrealized +11.6%
TSLA TESLA INC 0.2%
Value ($000) $1,231 Shares 1,165 Est. Cost $172.59 Unrealized +94.3%
APDS2 PROPERTIES LLC 0.2%
Value ($000) $1,221 Shares 1 Est. Cost $485000.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1,204 Shares 2,122 Est. Cost $519.29 Unrealized +20.4%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,188 Shares 8,308 Est. Cost $99.51 Unrealized +15.8%
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $1,175 Shares 19,399 Est. Cost $60.63 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,151 Shares 38,406 Est. Cost $30.70 Unrealized -6.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,143 Shares 6,246 Est. Cost $122.86 Unrealized +18.9%
CRM SALESFORCE COM INC 0.2%
Value ($000) $1,140 Shares 4,484 Est. Cost $242.92 Unrealized +14.3%
TE CONNECTIVITY LTD 0.2%
Value ($000) $1,140 Shares 7,062 Est. Cost $74.85 Unrealized
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $1,121 Shares 14,400 Est. Cost $101.96 Unrealized -13.4%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,120 Shares 3,829 Est. Cost $177.38 Unrealized +35.0%
TWLO TWILIO INC 0.2%
Value ($000) $1,119 Shares 4,250 Est. Cost $359.75 Unrealized -16.9%
VICOF II FEEDER, LP 0.2%
Value ($000) $1,082 Shares 1 Est. Cost $188400.00 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $1,074 Shares 5,695 Est. Cost $246.04 Unrealized -12.3%
CYRUSONE INC 0.2%
Value ($000) $1,031 Shares 11,487 Est. Cost $71.56 Unrealized
VICOF II FEEDER, LP 0.2%
Value ($000) $1,022 Shares 1 Est. Cost $197703.70 Unrealized
VICOF II FEEDER, LP 0.2%
Value ($000) $1,022 Shares 1 Est. Cost $339120.00 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $1,016 Shares 581 Est. Cost $36.38 Unrealized -3.2%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,006 Shares 2,600 Est. Cost $183.30 Unrealized +90.0%
HAS HASBRO INC 0.2%
Value ($000) $1,006 Shares 9,891 Est. Cost $67.92 Unrealized +18.8%
D DOMINION ENERGY INC 0.2%
Value ($000) $998 Shares 12,694 Est. Cost $59.91 Unrealized +3.7%
WSO WATSCO INC 0.2%
Value ($000) $994 Shares 3,177 Est. Cost $285.45 Unrealized +3.8%
SO SOUTHERN CO 0.2%
Value ($000) $993 Shares 14,477 Est. Cost $38.93 Unrealized +40.5%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $984 Shares 9,586 Est. Cost $87.97 Unrealized -2.5%
LEN LENNAR CORP 0.2%
Value ($000) $975 Shares 8,395 Est. Cost $90.59 Unrealized +6.1%
LOW LOWES COS INC 0.2%
Value ($000) $946 Shares 3,659 Est. Cost $92.51 Unrealized +137.6%
BLACKROCK INC 0.2%
Value ($000) $929 Shares 1,015 Est. Cost $771.08 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $927 Shares 19,557 Est. Cost $28.90 Unrealized +13.5%
CSX CSX CORP 0.2%
Value ($000) $916 Shares 24,362 Est. Cost $27.85 Unrealized +19.5%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $906 Shares 4,806 Est. Cost $120.13 Unrealized +41.6%
CENTRAL PARK NORTH OZ INVESTORS LP 0.2%
Value ($000) $904 Shares 1 Est. Cost $950000.00 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $891 Shares 3,850 Est. Cost $94.61 Unrealized +126.4%
LINDE PLC 0.2%
Value ($000) $874 Shares 2,521 Est. Cost $216.34 Unrealized
CPRT COPART INC 0.2%
Value ($000) $861 Shares 5,679 Est. Cost $31.25 Unrealized +18.8%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $861 Shares 1,825 Est. Cost $169.31 Unrealized +161.0%
TSCO TRACTOR SUPPLY CO 0.2%
Value ($000) $851 Shares 3,567 Est. Cost $34.52 Unrealized +18.0%
GWRE GUIDEWIRE SOFTWARE INC 0.2%
Value ($000) $837 Shares 7,375 Est. Cost $105.72 Unrealized +12.2%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $811 Shares 9,268 Est. Cost $32.32 Unrealized +20.4%
VEEV VEEVA SYS INC 0.2%
Value ($000) $808 Shares 3,163 Est. Cost $281.86 Unrealized +3.1%
DISCOVER FINL SVCS 0.2%
Value ($000) $807 Shares 6,979 Est. Cost $63.52 Unrealized
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $800 Shares 24,856 Est. Cost $36.57 Unrealized -10.9%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $798 Shares 10,090 Est. Cost $86.14 Unrealized -2.6%
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value ($000) $794 Shares 4,930 Est. Cost $184.30 Unrealized -29.3%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $769 Shares 4,609 Est. Cost $65.01 Unrealized +131.8%
TOL TOLL BROTHERS INC 0.2%
Value ($000) $760 Shares 10,495 Est. Cost $60.97 Unrealized +5.4%
INTU INTUIT 0.2%
Value ($000) $759 Shares 1,181 Est. Cost $437.34 Unrealized +37.5%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $756 Shares 8,859 Est. Cost $71.67 Unrealized -1.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $738 Shares 7,041 Est. Cost $54.76 Unrealized +57.6%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $727 Shares 5,613 Est. Cost $100.69 Unrealized +15.8%
ABBNY ABB LTD 0.1%
Value ($000) $720 Shares 18,850 Est. Cost $34.01 Unrealized
MET METLIFE INC 0.1%
Value ($000) $720 Shares 11,522 Est. Cost $55.09 Unrealized +0.5%
ILMN ILLUMINA INC 0.1%
Value ($000) $719 Shares 1,890 Est. Cost $401.18 Unrealized -5.6%
SRE SEMPRA 0.1%
Value ($000) $701 Shares 5,303 Est. Cost $40.67 Unrealized +36.4%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $697 Shares 5,345 Est. Cost $104.52 Unrealized +17.3%
RH RH 0.1%
Value ($000) $691 Shares 1,290 Est. Cost $688.27 Unrealized -10.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $689 Shares 1,975 Est. Cost $222.46 Unrealized +38.5%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $680 Shares 1,078 Est. Cost $513.84 Unrealized +19.0%
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $679 Shares 9,271 Est. Cost $57.16 Unrealized +2.9%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $675 Shares 2,814 Est. Cost $175.67 Unrealized +16.9%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $674 Shares 8,739 Est. Cost $53.21 Unrealized
SEDG SOLAREDGE TECHNOLOGIES INC 0.1%
Value ($000) $662 Shares 2,360 Est. Cost $253.64 Unrealized +24.5%
VALOR EQUITY PARTNERS IV-A LP 0.1%
Value ($000) $662 Shares 1 Est. Cost $281000.00 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $651 Shares 9,000 Est. Cost $54.08 Unrealized +11.2%
KRNT KORNIT DIGITAL LTD 0.1%
Value ($000) $647 Shares 4,255 Est. Cost $116.76 Unrealized +31.8%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $630 Shares 6,489 Est. Cost $75.95 Unrealized +4.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $628 Shares 13,090 Est. Cost $37.81 Unrealized +17.5%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $627 Shares 3,064 Est. Cost $133.83 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $618 Shares 3,546 Est. Cost $111.73 Unrealized +30.3%
HEI HEICO CORP NEW 0.1%
Value ($000) $614 Shares 4,257 Est. Cost $135.76 Unrealized +3.8%
BA BOEING CO 0.1%
Value ($000) $608 Shares 3,017 Est. Cost $166.80 Unrealized +26.7%
URBAN PARTNERS LP 0.1%
Value ($000) $596 Shares 1 Est. Cost $1000000.00 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $593 Shares 2,845 Est. Cost $146.28 Unrealized +26.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $588 Shares 5,558 Est. Cost $66.99 Unrealized
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $584 Shares 1,276 Est. Cost $352.80 Unrealized
VALOR EQUITY PARTNERS III-A LP 0.1%
Value ($000) $584 Shares 1 Est. Cost $205000.00 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $583 Shares 4,872 Est. Cost $91.46 Unrealized +17.8%
BX BLACKSTONE INC 0.1%
Value ($000) $580 Shares 4,482 Est. Cost $91.27 Unrealized +27.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $569 Shares 9,805 Est. Cost $33.91 Unrealized +50.5%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $562 Shares 2,240 Est. Cost $169.67 Unrealized +25.2%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $548 Shares 2,400 Est. Cost $172.13 Unrealized +23.4%
MCO MOODYS CORP 0.1%
Value ($000) $547 Shares 1,400 Est. Cost $320.24 Unrealized +16.3%
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $545 Shares 2,612 Est. Cost $150.03 Unrealized -0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $540 Shares 1,700 Est. Cost $175.95 Unrealized +66.4%
WMT WALMART INC 0.1%
Value ($000) $540 Shares 3,734 Est. Cost $29.01 Unrealized +55.7%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $539 Shares 8,300 Est. Cost $30.61 Unrealized +93.4%
FAST FASTENAL CO 0.1%
Value ($000) $533 Shares 8,323 Est. Cost $23.80 Unrealized +12.0%
CI CIGNA CORP NEW 0.1%
Value ($000) $532 Shares 2,316 Est. Cost $190.28 Unrealized +3.7%
BP BP PLC 0.1%
Value ($000) $530 Shares 19,876 Est. Cost $35.16 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $522 Shares 3,025 Est. Cost $146.71 Unrealized +0.5%
BAX BAXTER INTL INC 0.1%
Value ($000) $517 Shares 6,020 Est. Cost $44.32 Unrealized +65.1%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $516 Shares 13,216 Est. Cost $28.16 Unrealized
AME AMETEK INC 0.1%
Value ($000) $515 Shares 3,500 Est. Cost $129.89 Unrealized +2.5%
VEPACA 555 LLC 100 PERCENT LLC 0.1%
Value ($000) $489 Shares 1 Est. Cost $489000.00 Unrealized
MRVI MARAVAI LIFESCIENCES HLDGS I 0.1%
Value ($000) $486 Shares 11,594 Est. Cost $38.76 Unrealized +4.5%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $476 Shares 15,500 Est. Cost $10.28 Unrealized +98.2%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $475 Shares 2,418 Est. Cost $152.90 Unrealized +10.3%
XYZ BLOCK INC 0.1%
Value ($000) $475 Shares 2,940 Est. Cost $247.64 Unrealized -12.5%
SFTBY SOFTBANK GROUP CORP 0.1%
Value ($000) $467 Shares 19,765 Est. Cost $34.48 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $462 Shares 2,527 Est. Cost $117.45 Unrealized +39.4%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $451 Shares 686 Est. Cost $591.84 Unrealized +8.6%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $445 Shares 1,769 Est. Cost $222.40 Unrealized +0.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $443 Shares 5,086 Est. Cost $71.17 Unrealized +3.8%
TREX TREX CO INC 0.1%
Value ($000) $441 Shares 3,262 Est. Cost $101.27 Unrealized +18.5%
DOCU DOCUSIGN INC 0.1%
Value ($000) $439 Shares 2,877 Est. Cost $232.44 Unrealized -1.9%
FTV FORTIVE CORP 0.1%
Value ($000) $430 Shares 5,640 Est. Cost $52.93 Unrealized +4.9%
PENN PENN NATL GAMING INC 0.1%
Value ($000) $430 Shares 8,295 Est. Cost $83.27 Unrealized -27.2%
FND FLOOR & DECOR HLDGS INC 0.1%
Value ($000) $424 Shares 3,265 Est. Cost $103.81 Unrealized +24.1%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $423 Shares 599 Est. Cost $37.20 Unrealized +16.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $423 Shares 2,050 Est. Cost $187.06 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $421 Shares 7,433 Est. Cost $35.33 Unrealized +27.5%
SYY SYSCO CORP 0.1%
Value ($000) $416 Shares 5,297 Est. Cost $63.59 Unrealized +8.2%
CHWY CHEWY INC 0.1%
Value ($000) $414 Shares 7,015 Est. Cost $78.78 Unrealized -17.0%
BOH BANK HAWAII CORP 0.1%
Value ($000) $410 Shares 4,898 Est. Cost $58.08 Unrealized +20.2%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $407 Shares 2,225 Est. Cost $171.59 Unrealized +21.6%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $406 Shares 6,544 Est. Cost $59.61 Unrealized -1.7%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $405 Shares 13,981 Est. Cost $54.53 Unrealized -45.7%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $404 Shares 7,276 Est. Cost $49.44 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $403 Shares 6,981 Est. Cost $26.55 Unrealized +22.5%
HPQ HP INC 0.1%
Value ($000) $401 Shares 10,633 Est. Cost $18.90 Unrealized +49.1%
SNY SANOFI 0.1%
Value ($000) $401 Shares 8,000 Est. Cost $52.63 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $400 Shares 2,837 Est. Cost $126.55 Unrealized
UNILEVER PLC 0.1%
Value ($000) $396 Shares 7,367 Est. Cost $59.42 Unrealized
ABIOMED INC 0.1%
Value ($000) $394 Shares 1,097 Est. Cost $321.89 Unrealized
HESS CORP 0.1%
Value ($000) $394 Shares 5,323 Est. Cost $87.33 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $391 Shares 2,720 Est. Cost $196.16 Unrealized
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $390 Shares 5,780 Est. Cost $57.22 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $379 Shares 4,271 Est. Cost $75.26 Unrealized 0.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $375 Shares 5,190 Est. Cost $42.02 Unrealized +49.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $375 Shares 2,747 Est. Cost $109.87 Unrealized 0.0%
ETSY ETSY INC 0.1%
Value ($000) $374 Shares 1,708 Est. Cost $240.89 Unrealized 0.0%
PODD INSULET CORP 0.1%
Value ($000) $372 Shares 1,400 Est. Cost $287.49 Unrealized +0.9%
SHOP SHOPIFY INC 0.1%
Value ($000) $372 Shares 270 Est. Cost $149.84 Unrealized -2.5%
ROL ROLLINS INC 0.1%
Value ($000) $370 Shares 10,806 Est. Cost $32.91 Unrealized +0.8%
ETN EATON CORP PLC 0.1%
Value ($000) $364 Shares 2,107 Est. Cost $138.11 Unrealized +12.6%
MDB MONGODB INC 0.1%
Value ($000) $363 Shares 685 Est. Cost $309.26 Unrealized +65.6%
CDW CDW CORP 0.1%
Value ($000) $363 Shares 1,772 Est. Cost $162.84 Unrealized +10.9%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $362 Shares 4,260 Est. Cost $77.74 Unrealized 0.0%
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $361 Shares 11,800 Est. Cost $20.81 Unrealized +23.4%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $360 Shares 16,500 Est. Cost $19.87 Unrealized -5.9%
PLD PROLOGIS INC. 0.1%
Value ($000) $355 Shares 2,104 Est. Cost $88.47 Unrealized +49.2%
ABNB AIRBNB INC 0.1%
Value ($000) $353 Shares 2,120 Est. Cost $152.75 Unrealized +15.3%
IYR ISHARES TR 0.1%
Value ($000) $349 Shares 3,008 Est. Cost $102.39 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $343 Shares 6,320 Est. Cost $50.95 Unrealized 0.0%
HRB BLOCK H & R INC 0.1%
Value ($000) $342 Shares 14,500 Est. Cost $15.41 Unrealized +38.4%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $338 Shares 4,997 Est. Cost $35.88 Unrealized +59.9%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $332 Shares 2,798 Est. Cost $183.40 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $328 Shares 632 Est. Cost $420.23 Unrealized +7.7%
QNST QUINSTREET INC 0.1%
Value ($000) $321 Shares 17,640 Est. Cost $20.87 Unrealized -20.6%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $320 Shares 4,535 Est. Cost $50.07 Unrealized +11.5%
PRAA PRA GROUP INC 0.1%
Value ($000) $319 Shares 6,363 Est. Cost $39.88 Unrealized +11.5%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $315 Shares 1,862 Est. Cost $77.88 Unrealized +10.3%
CME CME GROUP INC 0.1%
Value ($000) $314 Shares 1,371 Est. Cost $175.60 Unrealized +5.3%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $314 Shares 10,588 Est. Cost $24.35 Unrealized +2.8%
AXS AXIS CAP HLDGS LTD 0.1%
Value ($000) $313 Shares 5,748 Est. Cost $35.30 Unrealized +32.1%
ALL ALLSTATE CORP 0.1%
Value ($000) $308 Shares 2,625 Est. Cost $95.01 Unrealized +12.5%
BERRY GLOBAL GROUP INC 0.1%
Value ($000) $305 Shares 4,137 Est. Cost $56.72 Unrealized
INVESTORS BANCORP INC NEW 0.1%
Value ($000) $304 Shares 20,065 Est. Cost $12.29 Unrealized
WU WESTERN UN CO 0.1%
Value ($000) $303 Shares 16,975 Est. Cost $22.97 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $301 Shares 452 Est. Cost $51.79 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $298 Shares 6,100 Est. Cost $35.42 Unrealized +9.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $296 Shares 1,688 Est. Cost $130.13 Unrealized +26.5%
PBH PRESTIGE CONSMR HEALTHCARE I 0.1%
Value ($000) $295 Shares 4,856 Est. Cost $48.03 Unrealized +23.6%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $285 Shares 7,300 Est. Cost $35.98 Unrealized +8.2%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $285 Shares 3,936 Est. Cost $62.73 Unrealized +2.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $284 Shares 3,198 Est. Cost $67.49 Unrealized +7.4%
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value ($000) $284 Shares 7 Est. Cost $40581.63 Unrealized
VSAT VIASAT INC 0.1%
Value ($000) $283 Shares 6,375 Est. Cost $48.78 Unrealized +6.1%
PARTNERSHIP INTEREST THE GILLICK- 0.1%
Value ($000) $281 Shares 19 Est. Cost $14789.47 Unrealized
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $277 Shares 1,603 Est. Cost $140.46 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC 0.1%
Value ($000) $277 Shares 2,250 Est. Cost $112.98 Unrealized 0.0%
CITIZENS BANK HOLDING CO NEW 0.1%
Value ($000) $272 Shares 1,424 Est. Cost $144.66 Unrealized
AMRC AMERESCO INC 0.1%
Value ($000) $266 Shares 3,270 Est. Cost $79.98 Unrealized 0.0%
WMP INVESTMENTS LLC 0.1%
Value ($000) $260 Shares 1 Est. Cost $238000.00 Unrealized
WMP INVESTMENTS LLC 0.1%
Value ($000) $260 Shares 1 Est. Cost $238000.00 Unrealized
WMP INVESTMENTS LLC 0.1%
Value ($000) $260 Shares 1 Est. Cost $238000.00 Unrealized
KR KROGER CO 0.1%
Value ($000) $259 Shares 5,718 Est. Cost $34.11 Unrealized +12.8%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $257 Shares 3,939 Est. Cost $61.87 Unrealized -20.1%
CRANE CO 0.1%
Value ($000) $256 Shares 2,520 Est. Cost $76.31 Unrealized
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $254 Shares 2,916 Est. Cost $78.43 Unrealized 0.0%
BALL BALL CORP 0.1%
Value ($000) $254 Shares 2,635 Est. Cost $81.56 Unrealized +7.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $252 Shares 828 Est. Cost $263.65 Unrealized 0.0%
PATTERSON COS INC 0.1%
Value ($000) $252 Shares 8,569 Est. Cost $30.11 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $252 Shares 1,424 Est. Cost $128.42 Unrealized +7.5%
TRIP TRIPADVISOR INC 0.0%
Value ($000) $251 Shares 9,195 Est. Cost $34.47 Unrealized -11.1%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $251 Shares 15,843 Est. Cost $13.20 Unrealized 0.0%
GIS GENERAL MLS INC 0.0%
Value ($000) $251 Shares 3,719 Est. Cost $55.25 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $250 Shares 1,171 Est. Cost $207.47 Unrealized -1.9%
VVV VALVOLINE INC 0.0%
Value ($000) $248 Shares 6,649 Est. Cost $31.09 Unrealized +12.2%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $247 Shares 1,570 Est. Cost $139.59 Unrealized 0.0%
VALOR EQUITY PARTNERS V LP 0.0%
Value ($000) $246 Shares 1 Est. Cost $246000.00 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $244 Shares 2,850 Est. Cost $75.03 Unrealized 0.0%
IRDM IRIDIUM COMMUNICATIONS INC 0.0%
Value ($000) $243 Shares 5,885 Est. Cost $38.98 Unrealized +3.6%
APDS1 PROPERTIES LLC 0.0%
Value ($000) $242 Shares 1 Est. Cost $237000.00 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $240 Shares 2,010 Est. Cost $98.91 Unrealized +6.2%
OKE ONEOK INC NEW 0.0%
Value ($000) $239 Shares 4,069 Est. Cost $34.63 Unrealized +43.3%
NOV NOV INC 0.0%
Value ($000) $238 Shares 17,571 Est. Cost $14.26 Unrealized -3.8%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $238 Shares 1,000 Est. Cost $195.60 Unrealized 0.0%
FTDR FRONTDOOR INC 0.0%
Value ($000) $236 Shares 6,432 Est. Cost $51.04 Unrealized -25.6%
MS MORGAN STANLEY 0.0%
Value ($000) $235 Shares 2,400 Est. Cost $65.58 Unrealized +32.3%
OZK BANK OZK 0.0%
Value ($000) $233 Shares 5,006 Est. Cost $33.09 Unrealized +18.2%
NEU NEWMARKET CORP 0.0%
Value ($000) $233 Shares 679 Est. Cost $331.94 Unrealized -4.9%
FAF FIRST AMERN FINL CORP 0.0%
Value ($000) $233 Shares 2,974 Est. Cost $41.95 Unrealized +53.5%
TER TERADYNE INC 0.0%
Value ($000) $229 Shares 1,402 Est. Cost $138.21 Unrealized 0.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $228 Shares 2,400 Est. Cost $91.87 Unrealized -9.0%
FLS FLOWSERVE CORP 0.0%
Value ($000) $228 Shares 7,445 Est. Cost $35.27 Unrealized -14.1%
O REALTY INCOME CORP 0.0%
Value ($000) $220 Shares 3,063 Est. Cost $55.37 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $215 Shares 4,546 Est. Cost $41.24 Unrealized +5.6%
MRCC MONROE CAP CORP 0.0%
Value ($000) $211 Shares 18,765 Est. Cost $6.31 Unrealized +2.8%
COUPA SOFTWARE INC 0.0%
Value ($000) $210 Shares 1,332 Est. Cost $262.15 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.0%
Value ($000) $209 Shares 2,390 Est. Cost $73.44 Unrealized 0.0%
IYZ ISHARES TR 0.0%
Value ($000) $209 Shares 6,356 Est. Cost $32.36 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $209 Shares 3,000 Est. Cost $63.95 Unrealized 0.0%
DEO DIAGEO PLC 0.0%
Value ($000) $209 Shares 950 Est. Cost $220.00 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $208 Shares 5,316 Est. Cost $25.66 Unrealized +19.5%
OPLN KAR AUCTION SVCS INC 0.0%
Value ($000) $207 Shares 13,296 Est. Cost $17.03 Unrealized -10.1%
MYGN MYRIAD GENETICS INC 0.0%
Value ($000) $207 Shares 7,500 Est. Cost $28.38 Unrealized +2.1%
PIONEER NAT RES CO 0.0%
Value ($000) $207 Shares 1,140 Est. Cost $181.58 Unrealized
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $205 Shares 4,246 Est. Cost $49.79 Unrealized 0.0%
WEX WEX INC 0.0%
Value ($000) $204 Shares 1,455 Est. Cost $201.23 Unrealized -24.0%
SEVENTY-FIFTH STREET 0.0%
Value ($000) $204 Shares 1 Est. Cost $204000.00 Unrealized
COF CAPITAL ONE FINL CORP 0.0%
Value ($000) $201 Shares 1,391 Est. Cost $150.75 Unrealized -4.9%
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $174 Shares 12,227 Est. Cost $16.01 Unrealized -1.6%
EXTR EXTREME NETWORKS INC 0.0%
Value ($000) $163 Shares 10,374 Est. Cost $10.59 Unrealized +15.7%
BED BATH & BEYOND INC 0.0%
Value ($000) $147 Shares 10,100 Est. Cost $14.55 Unrealized
PZENA INVT MGMT INC 0.0%
Value ($000) $134 Shares 14,105 Est. Cost $4.67 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $123 Shares 15,304 Est. Cost $7.18 Unrealized +2.6%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $72 Shares 16,700 Est. Cost $5.20 Unrealized -8.0%