CHICAGO TRUST Co NA Diversified Active

CIK: 0001601539 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 12, 2022

Total Value ($000): $465,667 (100.0% shares, 0.0% debt)

Holdings (328)

AAPL APPLE INC 6.1%
Value ($000) $28,511 Shares 163,281 Est. Cost $96.44 Unrealized +70.9%
MSFT MICROSOFT CORP 4.9%
Value ($000) $22,640 Shares 73,434 Est. Cost $121.92 Unrealized +139.0%
ABT ABBOTT LABS 2.7%
Value ($000) $12,723 Shares 107,492 Est. Cost $85.68 Unrealized +34.6%
ABBV ABBVIE INC 2.5%
Value ($000) $11,608 Shares 71,606 Est. Cost $53.02 Unrealized +138.4%
GOOG ALPHABET INC 1.9%
Value ($000) $8,697 Shares 3,114 Est. Cost $78.11 Unrealized +72.7%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $6,957 Shares 13,641 Est. Cost $223.72 Unrealized +101.7%
AP PROPERTIES LTD 1.5%
Value ($000) $6,807 Shares 1 Est. Cost $2350000.00 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $6,723 Shares 2,062 Est. Cost $154.99 Unrealized -0.3%
BAC BK OF AMERICA CORP 1.3%
Value ($000) $6,066 Shares 147,162 Est. Cost $20.45 Unrealized +99.6%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $5,984 Shares 36,755 Est. Cost $70.79 Unrealized +73.4%
PEP PEPSICO INC 1.3%
Value ($000) $5,926 Shares 35,406 Est. Cost $81.50 Unrealized +82.1%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $5,590 Shares 67,689 Est. Cost $53.33 Unrealized +27.3%
MRK MERCK & CO INC 1.1%
Value ($000) $5,034 Shares 61,354 Est. Cost $49.45 Unrealized +41.3%
ORCL ORACLE CORP 1.1%
Value ($000) $4,893 Shares 59,136 Est. Cost $41.10 Unrealized +87.3%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $4,729 Shares 34,691 Est. Cost $61.19 Unrealized +118.4%
CVS CVS HEALTH CORP 1.0%
Value ($000) $4,691 Shares 46,352 Est. Cost $65.58 Unrealized +40.3%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $4,673 Shares 17,127 Est. Cost $20.55 Unrealized +21.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $4,653 Shares 13,183 Est. Cost $158.68 Unrealized +103.9%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $4,601 Shares 24,605 Est. Cost $76.79 Unrealized +123.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $4,589 Shares 25,893 Est. Cost $102.86 Unrealized +47.6%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $4,563 Shares 10,336 Est. Cost $164.42 Unrealized +122.1%
CB CHUBB LIMITED 1.0%
Value ($000) $4,454 Shares 20,823 Est. Cost $108.07 Unrealized +78.5%
PFE PFIZER INC 0.9%
Value ($000) $4,379 Shares 84,573 Est. Cost $25.17 Unrealized +68.8%
V VISA INC 0.9%
Value ($000) $4,304 Shares 19,408 Est. Cost $211.76 Unrealized -0.8%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $4,079 Shares 26,699 Est. Cost $86.61 Unrealized +64.1%
GOOGL ALPHABET INC 0.9%
Value ($000) $4,078 Shares 1,466 Est. Cost $82.33 Unrealized +63.7%
DHR DANAHER CORPORATION 0.9%
Value ($000) $4,045 Shares 13,788 Est. Cost $216.14 Unrealized +13.7%
CSCO CISCO SYS INC 0.9%
Value ($000) $4,033 Shares 72,331 Est. Cost $36.77 Unrealized +36.7%
UNP UNION PAC CORP 0.8%
Value ($000) $3,935 Shares 14,404 Est. Cost $103.24 Unrealized +123.3%
INTC INTEL CORP 0.8%
Value ($000) $3,903 Shares 78,747 Est. Cost $38.43 Unrealized +20.2%
PM PHILIP MORRIS INTL INC 0.8%
Value ($000) $3,631 Shares 38,651 Est. Cost $59.93 Unrealized +38.1%
CMCSA COMCAST CORP NEW 0.8%
Value ($000) $3,565 Shares 76,152 Est. Cost $36.08 Unrealized +18.8%
VZ VERIZON COMMUNICATIONS INC 0.8%
Value ($000) $3,551 Shares 69,717 Est. Cost $36.33 Unrealized +14.2%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $3,502 Shares 6,081 Est. Cost $297.60 Unrealized +68.3%
SHEL SHELL PLC 0.7%
Value ($000) $3,415 Shares 62,174 Est. Cost $54.93 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $3,323 Shares 13,437 Est. Cost $89.14 Unrealized +155.5%
EMR EMERSON ELEC CO 0.7%
Value ($000) $3,251 Shares 33,159 Est. Cost $67.18 Unrealized +30.2%
MCK MCKESSON CORP 0.7%
Value ($000) $3,233 Shares 10,559 Est. Cost $157.09 Unrealized +69.7%
HON HONEYWELL INTL INC 0.7%
Value ($000) $3,202 Shares 16,454 Est. Cost $109.00 Unrealized +56.3%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.7%
Value ($000) $3,194 Shares 45,638 Est. Cost $36.07 Unrealized +60.8%
DIS DISNEY WALT CO 0.7%
Value ($000) $3,175 Shares 23,154 Est. Cost $130.51 Unrealized +8.2%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $2,959 Shares 25,038 Est. Cost $59.98 Unrealized +56.9%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $2,896 Shares 12,725 Est. Cost $146.04 Unrealized +34.8%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2,877 Shares 15,597 Est. Cost $107.72 Unrealized +61.6%
ZTS ZOETIS INC 0.6%
Value ($000) $2,833 Shares 15,025 Est. Cost $163.70 Unrealized +16.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2,645 Shares 5 Est. Cost $386204.40 Unrealized +25.7%
UPS UNITED PARCEL SERVICE INC 0.6%
Value ($000) $2,590 Shares 12,075 Est. Cost $162.72 Unrealized +8.9%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $2,556 Shares 12,208 Est. Cost $173.67 Unrealized +17.3%
T AT&T INC 0.5%
Value ($000) $2,533 Shares 107,223 Est. Cost $13.72 Unrealized +8.7%
BWA BORGWARNER INC 0.5%
Value ($000) $2,513 Shares 64,594 Est. Cost $31.23 Unrealized +13.0%
HD HOME DEPOT INC 0.5%
Value ($000) $2,369 Shares 7,914 Est. Cost $199.04 Unrealized +57.8%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,308 Shares 6,458 Est. Cost $336.35 Unrealized +4.5%
SYK STRYKER CORPORATION 0.5%
Value ($000) $2,306 Shares 8,624 Est. Cost $235.76 Unrealized +5.3%
AMP AMERIPRISE FINL INC 0.5%
Value ($000) $2,265 Shares 7,542 Est. Cost $102.35 Unrealized +179.0%
ED CONSOLIDATED EDISON INC 0.5%
Value ($000) $2,195 Shares 23,183 Est. Cost $50.16 Unrealized +50.7%
C CITIGROUP INC 0.5%
Value ($000) $2,158 Shares 40,402 Est. Cost $40.29 Unrealized +32.8%
ECL ECOLAB INC 0.4%
Value ($000) $2,075 Shares 11,756 Est. Cost $197.79 Unrealized -9.2%
WTFC WINTRUST FINL CORP 0.4%
Value ($000) $2,066 Shares 22,231 Est. Cost $47.53 Unrealized +105.0%
CMI CUMMINS INC 0.4%
Value ($000) $2,060 Shares 10,044 Est. Cost $138.10 Unrealized +42.4%
MDT MEDTRONIC PLC 0.4%
Value ($000) $2,011 Shares 18,128 Est. Cost $70.63 Unrealized +32.6%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,966 Shares 26,917 Est. Cost $49.35 Unrealized +15.2%
LLY LILLY ELI & CO 0.4%
Value ($000) $1,945 Shares 6,793 Est. Cost $116.20 Unrealized +113.9%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.4%
Value ($000) $1,939 Shares 25,837 Est. Cost $70.29 Unrealized +11.2%
KO COCA COLA CO 0.4%
Value ($000) $1,938 Shares 31,266 Est. Cost $40.83 Unrealized +32.4%
AMGN AMGEN INC 0.4%
Value ($000) $1,910 Shares 7,898 Est. Cost $180.30 Unrealized +12.7%
MMM 3M CO 0.4%
Value ($000) $1,905 Shares 12,792 Est. Cost $113.81 Unrealized +0.7%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $1,890 Shares 20,660 Est. Cost $62.95 Unrealized -7.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,873 Shares 3,172 Est. Cost $286.24 Unrealized +98.5%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,865 Shares 42,111 Est. Cost $41.04 Unrealized +5.6%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,861 Shares 5,520 Est. Cost $258.74 Unrealized +23.1%
DXCM DEXCOM INC 0.4%
Value ($000) $1,811 Shares 3,540 Est. Cost $103.95 Unrealized +5.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,800 Shares 18,171 Est. Cost $59.54 Unrealized +45.7%
IDXX IDEXX LABS INC 0.4%
Value ($000) $1,755 Shares 3,208 Est. Cost $572.67 Unrealized -8.1%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,745 Shares 19,178 Est. Cost $100.95 Unrealized -14.9%
JCI JOHNSON CTLS INTL PLC 0.4%
Value ($000) $1,727 Shares 26,329 Est. Cost $35.08 Unrealized +81.4%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,697 Shares 5,949 Est. Cost $111.22 Unrealized +127.4%
EXPE EXPEDIA GROUP INC 0.4%
Value ($000) $1,686 Shares 8,614 Est. Cost $107.63 Unrealized +72.5%
WDAY WORKDAY INC 0.4%
Value ($000) $1,672 Shares 6,983 Est. Cost $242.95 Unrealized -1.9%
FISV FISERV INC 0.4%
Value ($000) $1,668 Shares 16,447 Est. Cost $88.03 Unrealized +15.0%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,641 Shares 12,625 Est. Cost $104.28 Unrealized +7.5%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,607 Shares 684 Est. Cost $1803.03 Unrealized +27.5%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,585 Shares 21,540 Est. Cost $21.17 Unrealized +42.0%
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $1,570 Shares 35,058 Est. Cost $61.30 Unrealized
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1,515 Shares 11,300 Est. Cost $76.96 Unrealized +50.4%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,502 Shares 17,733 Est. Cost $60.13 Unrealized +19.9%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $1,478 Shares 35,783 Est. Cost $30.70 Unrealized +16.9%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,433 Shares 7,808 Est. Cost $134.41 Unrealized +17.0%
META META PLATFORMS INC 0.3%
Value ($000) $1,420 Shares 6,386 Est. Cost $326.49 Unrealized -24.0%
RNR RENAISSANCERE HLDGS LTD 0.3%
Value ($000) $1,408 Shares 8,887 Est. Cost $167.61 Unrealized -7.3%
AON AON PLC 0.3%
Value ($000) $1,394 Shares 4,281 Est. Cost $214.56 Unrealized +31.8%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,364 Shares 5,465 Est. Cost $205.55 Unrealized +29.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.3%
Value ($000) $1,354 Shares 10,310 Est. Cost $115.34 Unrealized +3.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $1,326 Shares 10,036 Est. Cost $109.26 Unrealized +12.2%
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1,323 Shares 2,904 Est. Cost $509.01 Unrealized -5.5%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,270 Shares 20,237 Est. Cost $39.74 Unrealized +47.6%
WAB WABTEC 0.3%
Value ($000) $1,258 Shares 13,090 Est. Cost $68.74 Unrealized +31.8%
APDS2 PROPERTIES LLC 0.3%
Value ($000) $1,221 Shares 1 Est. Cost $485000.00 Unrealized
TYL TYLER TECHNOLOGIES INC 0.3%
Value ($000) $1,220 Shares 2,743 Est. Cost $434.05 Unrealized +3.6%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,213 Shares 6,972 Est. Cost $117.89 Unrealized +47.1%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,209 Shares 7,605 Est. Cost $51.40 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $1,197 Shares 1,111 Est. Cost $172.59 Unrealized +80.5%
PSTG PURE STORAGE INC 0.3%
Value ($000) $1,192 Shares 33,755 Est. Cost $20.65 Unrealized +41.0%
TGT TARGET CORP 0.3%
Value ($000) $1,185 Shares 5,586 Est. Cost $124.67 Unrealized +53.5%
POOL POOL CORP 0.3%
Value ($000) $1,176 Shares 2,783 Est. Cost $399.34 Unrealized +11.1%
SJM SMUCKER J M CO 0.2%
Value ($000) $1,154 Shares 8,522 Est. Cost $101.61 Unrealized +17.6%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $1,151 Shares 2,575 Est. Cost $183.30 Unrealized +111.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,136 Shares 4,522 Est. Cost $183.12 Unrealized +17.3%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $1,117 Shares 9,800 Est. Cost $88.20 Unrealized +11.7%
BLACKROCK INC 0.2%
Value ($000) $1,094 Shares 1,431 Est. Cost $769.17 Unrealized
VICOF II FEEDER, LP 0.2%
Value ($000) $1,082 Shares 1 Est. Cost $188400.00 Unrealized
AEE AMEREN CORP 0.2%
Value ($000) $1,078 Shares 11,496 Est. Cost $62.97 Unrealized +23.6%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,060 Shares 20,279 Est. Cost $29.20 Unrealized +27.2%
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
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $1,006 Shares 14,400 Est. Cost $101.96 Unrealized -28.3%
USB US BANCORP DEL 0.2%
Value ($000) $991 Shares 18,645 Est. Cost $47.04 Unrealized +1.7%
SRE SEMPRA 0.2%
Value ($000) $990 Shares 5,892 Est. Cost $42.95 Unrealized +47.7%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $979 Shares 2,388 Est. Cost $222.33 Unrealized +77.3%
D DOMINION ENERGY INC 0.2%
Value ($000) $963 Shares 11,335 Est. Cost $59.91 Unrealized +11.7%
HAS HASBRO INC 0.2%
Value ($000) $960 Shares 11,716 Est. Cost $69.70 Unrealized +13.9%
DOW DOW INC 0.2%
Value ($000) $953 Shares 14,964 Est. Cost $41.84 Unrealized +15.4%
WSO WATSCO INC 0.2%
Value ($000) $950 Shares 3,117 Est. Cost $285.45 Unrealized -0.1%
CRM SALESFORCE COM INC 0.2%
Value ($000) $944 Shares 4,447 Est. Cost $242.92 Unrealized -12.5%
TE CONNECTIVITY LTD 0.2%
Value ($000) $925 Shares 7,062 Est. Cost $74.85 Unrealized
NKE NIKE INC 0.2%
Value ($000) $925 Shares 6,873 Est. Cost $133.40 Unrealized -1.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $918 Shares 580 Est. Cost $36.38 Unrealized -17.2%
LOW LOWES COS INC 0.2%
Value ($000) $911 Shares 4,502 Est. Cost $115.14 Unrealized +85.3%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $905 Shares 7,350 Est. Cost $99.51 Unrealized +14.6%
CENTRAL PARK NORTH OZ INVESTORS LP 0.2%
Value ($000) $904 Shares 1 Est. Cost $950000.00 Unrealized
DG DOLLAR GEN CORP NEW 0.2%
Value ($000) $904 Shares 4,062 Est. Cost $198.87 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC 0.2%
Value ($000) $888 Shares 2,943 Est. Cost $328.52 Unrealized -11.1%
CSX CSX CORP 0.2%
Value ($000) $865 Shares 23,111 Est. Cost $27.85 Unrealized +20.2%
SO SOUTHERN CO 0.2%
Value ($000) $861 Shares 11,877 Est. Cost $38.93 Unrealized +50.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $809 Shares 5,294 Est. Cost $122.86 Unrealized +25.0%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $793 Shares 13,981 Est. Cost $54.53 Unrealized -23.4%
MET METLIFE INC 0.2%
Value ($000) $787 Shares 11,188 Est. Cost $55.09 Unrealized +9.1%
LINDE PLC 0.2%
Value ($000) $773 Shares 2,421 Est. Cost $216.34 Unrealized
DISCOVER FINL SVCS 0.2%
Value ($000) $769 Shares 6,979 Est. Cost $63.52 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $753 Shares 12,545 Est. Cost $60.63 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $751 Shares 3,003 Est. Cost $240.66 Unrealized -3.6%
BIIB BIOGEN INC 0.2%
Value ($000) $748 Shares 3,548 Est. Cost $295.37 Unrealized -26.4%
SWITCH INC 0.2%
Value ($000) $709 Shares 22,992 Est. Cost $30.84 Unrealized
TWLO TWILIO INC 0.2%
Value ($000) $700 Shares 4,250 Est. Cost $359.75 Unrealized -49.3%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $698 Shares 9,268 Est. Cost $32.32 Unrealized +15.5%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $691 Shares 21,180 Est. Cost $36.57 Unrealized -9.6%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $686 Shares 7,245 Est. Cost $105.72 Unrealized -9.6%
CPRT COPART INC 0.1%
Value ($000) $678 Shares 5,404 Est. Cost $31.25 Unrealized +1.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $677 Shares 13,973 Est. Cost $38.48 Unrealized +26.0%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $669 Shares 6,704 Est. Cost $76.16 Unrealized +8.5%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $662 Shares 4,178 Est. Cost $65.01 Unrealized +119.2%
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) $661 Shares 9,000 Est. Cost $54.08 Unrealized +16.3%
HEI HEICO CORP NEW 0.1%
Value ($000) $654 Shares 4,257 Est. Cost $135.76 Unrealized +6.9%
VEEV VEEVA SYS INC 0.1%
Value ($000) $641 Shares 3,013 Est. Cost $281.86 Unrealized -23.0%
WMT WALMART INC 0.1%
Value ($000) $637 Shares 4,279 Est. Cost $31.00 Unrealized +43.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $636 Shares 5,695 Est. Cost $54.76 Unrealized +62.9%
KMX CARMAX INC 0.1%
Value ($000) $634 Shares 6,575 Est. Cost $125.50 Unrealized -14.3%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $632 Shares 5,368 Est. Cost $100.69 Unrealized +11.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $623 Shares 8,205 Est. Cost $53.21 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $621 Shares 2,575 Est. Cost $146.28 Unrealized +40.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $615 Shares 8,109 Est. Cost $71.67 Unrealized +0.9%
ABBNY ABB LTD 0.1%
Value ($000) $610 Shares 18,850 Est. Cost $34.01 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $606 Shares 4,930 Est. Cost $184.30 Unrealized -35.8%
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $602 Shares 9,071 Est. Cost $57.16 Unrealized -11.3%
URBAN PARTNERS LP 0.1%
Value ($000) $596 Shares 1 Est. Cost $1000000.00 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.1%
Value ($000) $591 Shares 3,199 Est. Cost $149.24 Unrealized -2.3%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $587 Shares 8,810 Est. Cost $86.14 Unrealized -22.9%
BP BP PLC 0.1%
Value ($000) $584 Shares 19,876 Est. Cost $35.16 Unrealized
VALOR EQUITY PARTNERS III-A LP 0.1%
Value ($000) $584 Shares 1 Est. Cost $205000.00 Unrealized
BA BOEING CO 0.1%
Value ($000) $576 Shares 3,007 Est. Cost $166.80 Unrealized +20.3%
MCO MOODYS CORP 0.1%
Value ($000) $569 Shares 1,686 Est. Cost $321.08 Unrealized +1.3%
CI CIGNA CORP NEW 0.1%
Value ($000) $561 Shares 2,342 Est. Cost $190.60 Unrealized +14.6%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $560 Shares 4,757 Est. Cost $91.46 Unrealized +24.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $556 Shares 7,276 Est. Cost $49.44 Unrealized
BX BLACKSTONE INC 0.1%
Value ($000) $553 Shares 4,356 Est. Cost $91.27 Unrealized +17.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $546 Shares 1,950 Est. Cost $222.46 Unrealized +20.6%
OKE ONEOK INC NEW 0.1%
Value ($000) $534 Shares 7,554 Est. Cost $42.65 Unrealized +22.0%
NFLX NETFLIX INC 0.1%
Value ($000) $530 Shares 1,415 Est. Cost $51.92 Unrealized -19.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $529 Shares 5,140 Est. Cost $66.99 Unrealized
INTU INTUIT 0.1%
Value ($000) $527 Shares 1,094 Est. Cost $437.34 Unrealized +14.2%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $527 Shares 10,609 Est. Cost $35.19 Unrealized +44.2%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $527 Shares 847 Est. Cost $70.26 Unrealized +27.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $523 Shares 4,145 Est. Cost $116.11 Unrealized 0.0%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $519 Shares 2,807 Est. Cost $133.83 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $516 Shares 2,240 Est. Cost $169.67 Unrealized +27.3%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $510 Shares 6,548 Est. Cost $77.92 Unrealized +7.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $506 Shares 2,270 Est. Cost $169.68 Unrealized +15.2%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $506 Shares 13,216 Est. Cost $28.16 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $495 Shares 8,323 Est. Cost $23.80 Unrealized +6.7%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $494 Shares 2,117 Est. Cost $34.52 Unrealized +19.6%
VEPACA 555 LLC 100 PERCENT LLC 0.1%
Value ($000) $489 Shares 1 Est. Cost $489000.00 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $481 Shares 3,459 Est. Cost $111.73 Unrealized +20.6%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $469 Shares 1,125 Est. Cost $352.80 Unrealized
AME AMETEK INC 0.1%
Value ($000) $466 Shares 3,500 Est. Cost $129.89 Unrealized +0.8%
VFC V F CORP 0.1%
Value ($000) $463 Shares 8,129 Est. Cost $62.01 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $460 Shares 4,020 Est. Cost $104.52 Unrealized +8.1%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $459 Shares 1,620 Est. Cost $175.95 Unrealized +62.7%
AVGO BROADCOM INC 0.1%
Value ($000) $454 Shares 721 Est. Cost $53.01 Unrealized +3.9%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $451 Shares 6,342 Est. Cost $57.46 Unrealized -12.6%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $449 Shares 2,173 Est. Cost $175.67 Unrealized +13.1%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $435 Shares 2,877 Est. Cost $149.10 Unrealized -13.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $434 Shares 4,810 Est. Cost $35.88 Unrealized +94.0%
HPQ HP INC 0.1%
Value ($000) $428 Shares 11,784 Est. Cost $20.19 Unrealized +58.8%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $427 Shares 8,300 Est. Cost $30.61 Unrealized +95.7%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $426 Shares 2,735 Est. Cost $119.42 Unrealized +20.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $425 Shares 4,248 Est. Cost $42.02 Unrealized +89.6%
BAX BAXTER INTL INC 0.1%
Value ($000) $422 Shares 5,445 Est. Cost $44.32 Unrealized +72.4%
RH RH 0.1%
Value ($000) $421 Shares 1,290 Est. Cost $688.27 Unrealized -41.9%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $418 Shares 15,500 Est. Cost $10.28 Unrealized +97.9%
VMI VALMONT INDS INC 0.1%
Value ($000) $414 Shares 1,735 Est. Cost $227.38 Unrealized 0.0%
BOH BANK HAWAII CORP 0.1%
Value ($000) $411 Shares 4,898 Est. Cost $58.08 Unrealized +24.4%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.1%
Value ($000) $409 Shares 11,594 Est. Cost $38.76 Unrealized -13.5%
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $408 Shares 1,900 Est. Cost $172.13 Unrealized +11.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $406 Shares 593 Est. Cost $37.20 Unrealized +20.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $405 Shares 4,513 Est. Cost $75.65 Unrealized +9.0%
PPG PPG INDS INC 0.1%
Value ($000) $402 Shares 3,066 Est. Cost $146.54 Unrealized -8.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $401 Shares 3,474 Est. Cost $246.04 Unrealized -46.0%
SYY SYSCO CORP 0.1%
Value ($000) $389 Shares 4,757 Est. Cost $63.59 Unrealized +14.2%
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $387 Shares 5,780 Est. Cost $57.22 Unrealized +7.4%
ALGN ALIGN TECHNOLOGY INC 0.1%
Value ($000) $380 Shares 872 Est. Cost $569.42 Unrealized -14.5%
ROL ROLLINS INC 0.1%
Value ($000) $379 Shares 10,806 Est. Cost $32.91 Unrealized -6.2%
HRB BLOCK H & R INC 0.1%
Value ($000) $378 Shares 14,500 Est. Cost $15.41 Unrealized +40.1%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $375 Shares 17,547 Est. Cost $19.84 Unrealized -2.5%
PODD INSULET CORP 0.1%
Value ($000) $373 Shares 1,400 Est. Cost $287.49 Unrealized -14.6%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $369 Shares 4,906 Est. Cost $71.17 Unrealized -3.1%
ABNB AIRBNB INC 0.1%
Value ($000) $368 Shares 2,145 Est. Cost $152.82 Unrealized +4.2%
ARISTA NETWORKS INC 0.1%
Value ($000) $361 Shares 2,600 Est. Cost $196.16 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $361 Shares 1,358 Est. Cost $222.40 Unrealized +8.4%
NEM NEWMONT CORP 0.1%
Value ($000) $358 Shares 4,500 Est. Cost $60.03 Unrealized 0.0%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $358 Shares 2,611 Est. Cost $126.55 Unrealized
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $358 Shares 4,297 Est. Cost $59.61 Unrealized +6.4%
KRNT KORNIT DIGITAL LTD 0.1%
Value ($000) $352 Shares 4,255 Est. Cost $116.76 Unrealized -17.4%
EXC EXELON CORP 0.1%
Value ($000) $352 Shares 7,389 Est. Cost $27.12 Unrealized +35.8%
AXS AXIS CAP HLDGS LTD 0.1%
Value ($000) $350 Shares 5,786 Est. Cost $35.30 Unrealized +43.4%
ABIOMED INC 0.1%
Value ($000) $347 Shares 1,047 Est. Cost $321.89 Unrealized
HESS CORP 0.1%
Value ($000) $343 Shares 3,200 Est. Cost $87.33 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $333 Shares 2,400 Est. Cost $95.01 Unrealized +20.3%
DE DEERE & CO 0.1%
Value ($000) $333 Shares 800 Est. Cost $363.01 Unrealized 0.0%
FTV FORTIVE CORP 0.1%
Value ($000) $331 Shares 5,430 Est. Cost $52.93 Unrealized -8.1%
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value ($000) $328 Shares 4,845 Est. Cost $62.78 Unrealized 0.0%
CDW CDW CORP 0.1%
Value ($000) $326 Shares 1,821 Est. Cost $163.15 Unrealized +6.8%
CME CME GROUP INC 0.1%
Value ($000) $326 Shares 1,371 Est. Cost $175.60 Unrealized +14.3%
GWW GRAINGER W W INC 0.1%
Value ($000) $326 Shares 632 Est. Cost $420.23 Unrealized +12.7%
IYR ISHARES TR 0.1%
Value ($000) $325 Shares 3,000 Est. Cost $102.39 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $324 Shares 2,050 Est. Cost $187.06 Unrealized -11.0%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $320 Shares 4,100 Est. Cost $50.07 Unrealized +20.6%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $319 Shares 3,198 Est. Cost $67.49 Unrealized +17.4%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $314 Shares 6,100 Est. Cost $35.42 Unrealized +22.5%
VSAT VIASAT INC 0.1%
Value ($000) $312 Shares 6,375 Est. Cost $48.78 Unrealized -5.7%
GDDY GODADDY INC 0.1%
Value ($000) $311 Shares 3,710 Est. Cost $79.03 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $305 Shares 2,798 Est. Cost $183.40 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $300 Shares 4,190 Est. Cost $72.34 Unrealized -2.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $299 Shares 2,195 Est. Cost $109.87 Unrealized -0.1%
O REALTY INCOME CORP 0.1%
Value ($000) $293 Shares 4,241 Est. Cost $55.36 Unrealized -0.1%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $291 Shares 1,171 Est. Cost $207.47 Unrealized +3.5%
UNILEVER PLC 0.1%
Value ($000) $290 Shares 6,370 Est. Cost $59.42 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $289 Shares 3,351 Est. Cost $72.84 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $289 Shares 7,300 Est. Cost $35.98 Unrealized +5.3%
PRAA PRA GROUP INC 0.1%
Value ($000) $287 Shares 6,363 Est. Cost $39.88 Unrealized +16.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $285 Shares 1,725 Est. Cost $130.58 Unrealized +15.8%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $285 Shares 6,230 Est. Cost $50.95 Unrealized -12.5%
PIONEER NAT RES CO 0.1%
Value ($000) $285 Shares 1,140 Est. Cost $181.58 Unrealized
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value ($000) $284 Shares 7 Est. Cost $40581.63 Unrealized
PARTNERSHIP INTEREST THE GILLICK- 0.1%
Value ($000) $281 Shares 19 Est. Cost $14789.47 Unrealized
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $281 Shares 8,796 Est. Cost $24.35 Unrealized +22.9%
PATTERSON COS INC 0.1%
Value ($000) $277 Shares 8,569 Est. Cost $30.11 Unrealized
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $276 Shares 1,902 Est. Cost $77.72 Unrealized -9.8%
CRANE CO 0.1%
Value ($000) $273 Shares 2,520 Est. Cost $76.31 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $273 Shares 3,936 Est. Cost $62.73 Unrealized +2.9%
CITIZENS BANK HOLDING CO NEW 0.1%
Value ($000) $272 Shares 1,424 Est. Cost $144.66 Unrealized
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $271 Shares 11,400 Est. Cost $20.81 Unrealized +2.7%
DRIL-QUIP INC 0.1%
Value ($000) $269 Shares 7,216 Est. Cost $37.28 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $268 Shares 14,174 Est. Cost $13.20 Unrealized +7.5%
FLS FLOWSERVE CORP 0.1%
Value ($000) $268 Shares 7,445 Est. Cost $35.27 Unrealized -14.5%
TRIP TRIPADVISOR INC 0.1%
Value ($000) $265 Shares 9,771 Est. Cost $34.01 Unrealized -21.6%
AVENUE GLOBAL DISLOCATION 0.1%
Value ($000) $265 Shares 1 Est. Cost $265000.00 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $264 Shares 755 Est. Cost $401.18 Unrealized -15.8%
FND FLOOR & DECOR HLDGS INC 0.1%
Value ($000) $264 Shares 3,265 Est. Cost $103.81 Unrealized -2.4%
AMRC AMERESCO INC 0.1%
Value ($000) $260 Shares 3,270 Est. Cost $79.98 Unrealized -21.1%
WEX WEX INC 0.1%
Value ($000) $260 Shares 1,455 Est. Cost $201.23 Unrealized -19.0%
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) $255 Shares 4,444 Est. Cost $34.11 Unrealized +33.8%
GIS GENERAL MLS INC 0.1%
Value ($000) $251 Shares 3,719 Est. Cost $55.25 Unrealized +6.4%
PK PARK HOTELS & RESORTS INC 0.1%
Value ($000) $247 Shares 12,643 Est. Cost $19.54 Unrealized
VALOR EQUITY PARTNERS V LP 0.1%
Value ($000) $246 Shares 1 Est. Cost $246000.00 Unrealized
URBN URBAN OUTFITTERS INC 0.1%
Value ($000) $244 Shares 9,715 Est. Cost $27.34 Unrealized 0.0%
APDS1 PROPERTIES LLC 0.1%
Value ($000) $242 Shares 1 Est. Cost $237000.00 Unrealized
BERRY GLOBAL GROUP INC 0.1%
Value ($000) $240 Shares 4,137 Est. Cost $56.72 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $239 Shares 1,813 Est. Cost $138.69 Unrealized -4.2%
BALL BALL CORP 0.1%
Value ($000) $237 Shares 2,635 Est. Cost $81.56 Unrealized +5.7%
ETN EATON CORP PLC 0.1%
Value ($000) $236 Shares 1,557 Est. Cost $138.11 Unrealized +6.7%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $236 Shares 3,120 Est. Cost $56.03 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.1%
Value ($000) $234 Shares 2,010 Est. Cost $98.91 Unrealized +5.7%
SEVENTY-FIFTH STREET 0.1%
Value ($000) $233 Shares 1 Est. Cost $204000.00 Unrealized
CITRIX SYS INC 0.0%
Value ($000) $231 Shares 2,290 Est. Cost $100.87 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $229 Shares 1,253 Est. Cost $158.80 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $228 Shares 2,080 Est. Cost $88.38 Unrealized +35.1%
BED BATH & BEYOND INC 0.0%
Value ($000) $228 Shares 10,100 Est. Cost $14.55 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $228 Shares 1,000 Est. Cost $195.60 Unrealized +6.0%
PLD PROLOGIS INC. 0.0%
Value ($000) $228 Shares 1,414 Est. Cost $88.47 Unrealized +53.1%
AGCO AGCO CORP 0.0%
Value ($000) $227 Shares 1,555 Est. Cost $109.55 Unrealized 0.0%
TFC TRUIST FINL CORP 0.0%
Value ($000) $227 Shares 4,009 Est. Cost $50.63 Unrealized 0.0%
CNNE CANNAE HLDGS INC 0.0%
Value ($000) $225 Shares 9,427 Est. Cost $26.79 Unrealized 0.0%
INVESTORS BANCORP INC NEW 0.0%
Value ($000) $224 Shares 14,991 Est. Cost $12.29 Unrealized
FTDR FRONTDOOR INC 0.0%
Value ($000) $223 Shares 7,485 Est. Cost $48.55 Unrealized -31.4%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $222 Shares 2,883 Est. Cost $78.43 Unrealized -4.2%
NEU NEWMARKET CORP 0.0%
Value ($000) $220 Shares 679 Est. Cost $331.94 Unrealized -9.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $216 Shares 1,577 Est. Cost $140.46 Unrealized -8.1%
OZK BANK OZK 0.0%
Value ($000) $214 Shares 5,006 Est. Cost $33.09 Unrealized +21.6%
TSN TYSON FOODS INC 0.0%
Value ($000) $210 Shares 2,338 Est. Cost $80.39 Unrealized 0.0%
VVV VALVOLINE INC 0.0%
Value ($000) $210 Shares 6,649 Est. Cost $31.09 Unrealized +5.1%
TREX TREX CO INC 0.0%
Value ($000) $208 Shares 3,175 Est. Cost $101.27 Unrealized -12.1%
CTVA CORTEVA INC 0.0%
Value ($000) $208 Shares 3,616 Est. Cost $41.24 Unrealized +18.8%
MS MORGAN STANLEY 0.0%
Value ($000) $207 Shares 2,366 Est. Cost $65.58 Unrealized +29.0%
MANU MANCHESTER UTD PLC NEW 0.0%
Value ($000) $205 Shares 14,163 Est. Cost $15.68 Unrealized -13.2%
QNST QUINSTREET INC 0.0%
Value ($000) $204 Shares 17,640 Est. Cost $20.87 Unrealized -35.6%
ZIM ZIM INTEGRATED SHIPPING SERV 0.0%
Value ($000) $204 Shares 2,800 Est. Cost $69.18 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $202 Shares 1,424 Est. Cost $128.42 Unrealized -2.3%
MRCC MONROE CAP CORP 0.0%
Value ($000) $202 Shares 18,765 Est. Cost $6.31 Unrealized +5.6%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $201 Shares 2,366 Est. Cost $70.18 Unrealized 0.0%
EXTR EXTREME NETWORKS INC 0.0%
Value ($000) $156 Shares 12,828 Est. Cost $10.95 Unrealized +13.9%
VTRS VIATRIS INC 0.0%
Value ($000) $153 Shares 14,057 Est. Cost $11.05 Unrealized 0.0%
SFIX STITCH FIX INC 0.0%
Value ($000) $153 Shares 15,229 Est. Cost $13.81 Unrealized 0.0%
PZENA INVT MGMT INC 0.0%
Value ($000) $113 Shares 14,105 Est. Cost $4.67 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $110 Shares 15,300 Est. Cost $7.18 Unrealized -0.2%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $73 Shares 16,700 Est. Cost $5.20 Unrealized -24.4%