CHICAGO TRUST Co NA Diversified Active

CIK: 0001601539 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 13, 2022

Total Value ($000): $385,554 (100.0% shares, 0.0% debt)

Holdings (296)

AAPL APPLE INC 5.8%
Value ($000) $22,350 Shares 161,721 Est. Cost $97.21 Unrealized +58.7%
MSFT MICROSOFT CORP 4.7%
Value ($000) $18,213 Shares 78,202 Est. Cost $129.99 Unrealized +97.6%
LFI CAPITAL ACCOUNT 3.2%
Value ($000) $12,397 Shares 100 Est. Cost $123970.00 Unrealized
ABT ABBOTT LABS 2.8%
Value ($000) $10,714 Shares 110,720 Est. Cost $86.14 Unrealized +16.1%
ABBV ABBVIE INC 2.5%
Value ($000) $9,795 Shares 72,989 Est. Cost $55.51 Unrealized +129.0%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $6,811 Shares 13,486 Est. Cost $223.72 Unrealized +121.3%
AP PROPERTIES LTD 1.8%
Value ($000) $6,807 Shares 1 Est. Cost $2350000.00 Unrealized
CME CME GROUP INC 1.5%
Value ($000) $5,902 Shares 33,319 Est. Cost $170.72 Unrealized -0.1%
PEP PEPSICO INC 1.5%
Value ($000) $5,861 Shares 35,896 Est. Cost $81.50 Unrealized +89.5%
GOOG ALPHABET INC 1.5%
Value ($000) $5,833 Shares 60,672 Est. Cost $109.21 Unrealized +1.5%
XOM EXXON MOBIL CORP 1.4%
Value ($000) $5,357 Shares 61,366 Est. Cost $53.74 Unrealized +51.4%
CVX CHEVRON CORP NEW 1.4%
Value ($000) $5,357 Shares 37,283 Est. Cost $72.53 Unrealized +83.1%
MRK MERCK & CO INC 1.4%
Value ($000) $5,296 Shares 61,505 Est. Cost $49.87 Unrealized +61.3%
CVS CVS HEALTH CORP 1.2%
Value ($000) $4,519 Shares 47,389 Est. Cost $66.25 Unrealized +32.3%
BAC BK OF AMERICA CORP 1.1%
Value ($000) $4,404 Shares 145,826 Est. Cost $20.45 Unrealized +49.5%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $4,369 Shares 41,806 Est. Cost $69.58 Unrealized +51.8%
AMZN AMAZON COM INC 1.1%
Value ($000) $4,342 Shares 38,423 Est. Cost $126.72 Unrealized -0.3%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $3,974 Shares 24,331 Est. Cost $104.42 Unrealized +46.4%
LMT LOCKHEED MARTIN CORP 1.0%
Value ($000) $3,822 Shares 9,893 Est. Cost $164.42 Unrealized +131.6%
CB CHUBB LIMITED 1.0%
Value ($000) $3,753 Shares 20,634 Est. Cost $108.07 Unrealized +68.1%
PFE PFIZER INC 0.9%
Value ($000) $3,660 Shares 83,638 Est. Cost $25.53 Unrealized +58.3%
MCK MCKESSON CORP 0.9%
Value ($000) $3,493 Shares 10,277 Est. Cost $157.09 Unrealized +117.3%
V VISA INC 0.9%
Value ($000) $3,405 Shares 19,168 Est. Cost $211.58 Unrealized -6.3%
MCD MCDONALDS CORP 0.9%
Value ($000) $3,384 Shares 14,664 Est. Cost $102.92 Unrealized +129.6%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $3,325 Shares 24,640 Est. Cost $78.32 Unrealized +85.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $3,306 Shares 12,380 Est. Cost $158.68 Unrealized +79.3%
DHR DANAHER CORPORATION 0.8%
Value ($000) $3,152 Shares 12,204 Est. Cost $216.14 Unrealized +11.4%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $3,141 Shares 24,882 Est. Cost $86.61 Unrealized +50.8%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $3,023 Shares 13,367 Est. Cost $149.17 Unrealized +46.9%
GOOGL ALPHABET INC 0.8%
Value ($000) $2,962 Shares 30,962 Est. Cost $108.75 Unrealized +1.2%
SHEL SHELL PLC 0.7%
Value ($000) $2,847 Shares 57,222 Est. Cost $54.93 Unrealized
CSCO CISCO SYS INC 0.7%
Value ($000) $2,816 Shares 70,391 Est. Cost $36.84 Unrealized +8.7%
CMCSA COMCAST CORP NEW 0.7%
Value ($000) $2,804 Shares 95,591 Est. Cost $35.58 Unrealized -5.4%
UNP UNION PAC CORP 0.7%
Value ($000) $2,759 Shares 14,164 Est. Cost $103.24 Unrealized +97.8%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $2,739 Shares 5,798 Est. Cost $297.60 Unrealized +67.4%
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,717 Shares 16,274 Est. Cost $109.00 Unrealized +48.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.7%
Value ($000) $2,642 Shares 46,992 Est. Cost $37.20 Unrealized +54.1%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $2,478 Shares 29,851 Est. Cost $59.93 Unrealized +35.1%
HD HOME DEPOT INC 0.6%
Value ($000) $2,468 Shares 8,946 Est. Cost $211.50 Unrealized +28.0%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2,366 Shares 15,833 Est. Cost $108.81 Unrealized +30.5%
VZ VERIZON COMMUNICATIONS INC 0.6%
Value ($000) $2,330 Shares 61,366 Est. Cost $36.43 Unrealized -1.8%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $2,244 Shares 12,422 Est. Cost $173.89 Unrealized +4.5%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,144 Shares 22,729 Est. Cost $130.21 Unrealized -19.7%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $2,095 Shares 24,416 Est. Cost $59.98 Unrealized +35.8%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2,081 Shares 12,888 Est. Cost $161.87 Unrealized -0.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,032 Shares 5 Est. Cost $386204.40 Unrealized +10.9%
LLY LILLY ELI & CO 0.5%
Value ($000) $2,002 Shares 6,194 Est. Cost $116.20 Unrealized +165.1%
ED CONSOLIDATED EDISON INC 0.5%
Value ($000) $2,000 Shares 23,317 Est. Cost $50.16 Unrealized +71.2%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $1,964 Shares 27,637 Est. Cost $49.72 Unrealized +25.3%
CMI CUMMINS INC 0.5%
Value ($000) $1,947 Shares 9,570 Est. Cost $138.10 Unrealized +42.1%
ORCL ORACLE CORP 0.5%
Value ($000) $1,918 Shares 31,407 Est. Cost $41.10 Unrealized +70.7%
BWA BORGWARNER INC 0.5%
Value ($000) $1,880 Shares 59,863 Est. Cost $31.23 Unrealized -1.6%
AMGN AMGEN INC 0.5%
Value ($000) $1,875 Shares 8,316 Est. Cost $183.09 Unrealized +19.0%
KO COCA COLA CO 0.5%
Value ($000) $1,863 Shares 33,254 Est. Cost $42.38 Unrealized +32.3%
SYK STRYKER CORPORATION 0.5%
Value ($000) $1,851 Shares 9,139 Est. Cost $234.92 Unrealized -13.6%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $1,850 Shares 6,507 Est. Cost $336.16 Unrealized -3.3%
INTC INTEL CORP 0.5%
Value ($000) $1,846 Shares 71,623 Est. Cost $38.43 Unrealized -15.9%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,738 Shares 14,628 Est. Cost $105.97 Unrealized +9.1%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $1,719 Shares 6,684 Est. Cost $262.95 Unrealized +4.5%
WTFC WINTRUST FINL CORP 0.4%
Value ($000) $1,699 Shares 20,837 Est. Cost $47.53 Unrealized +78.6%
C CITIGROUP INC 0.4%
Value ($000) $1,698 Shares 40,735 Est. Cost $40.29 Unrealized +8.4%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,677 Shares 19,908 Est. Cost $99.46 Unrealized -21.2%
FISV FISERV INC 0.4%
Value ($000) $1,666 Shares 17,806 Est. Cost $88.98 Unrealized +14.5%
ZTS ZOETIS INC 0.4%
Value ($000) $1,662 Shares 11,211 Est. Cost $163.70 Unrealized -1.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $1,600 Shares 19,552 Est. Cost $61.53 Unrealized +36.3%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,535 Shares 39,641 Est. Cost $41.04 Unrealized -2.3%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,508 Shares 9,741 Est. Cost $137.75 Unrealized +10.1%
META META PLATFORMS INC 0.4%
Value ($000) $1,490 Shares 10,983 Est. Cost $267.58 Unrealized -39.8%
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,440 Shares 19,666 Est. Cost $67.38 Unrealized +15.2%
T AT&T INC 0.4%
Value ($000) $1,438 Shares 93,759 Est. Cost $13.82 Unrealized +9.1%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $1,410 Shares 2,780 Est. Cost $286.24 Unrealized +93.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1,405 Shares 17,913 Est. Cost $60.71 Unrealized +27.0%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,400 Shares 2,977 Est. Cost $217.49 Unrealized +107.2%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $1,365 Shares 43,473 Est. Cost $56.03 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,364 Shares 38,002 Est. Cost $30.96 Unrealized +7.9%
MMM 3M CO 0.3%
Value ($000) $1,331 Shares 12,047 Est. Cost $113.30 Unrealized -14.9%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,315 Shares 16,284 Est. Cost $70.63 Unrealized +14.4%
TSLA TESLA INC 0.3%
Value ($000) $1,270 Shares 4,788 Est. Cost $253.76 Unrealized +10.1%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1,232 Shares 11,413 Est. Cost $78.05 Unrealized +42.7%
APDS2 PROPERTIES LLC 0.3%
Value ($000) $1,221 Shares 1 Est. Cost $485000.00 Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,193 Shares 5,687 Est. Cost $111.22 Unrealized +100.4%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,193 Shares 7,335 Est. Cost $120.16 Unrealized +42.0%
ECL ECOLAB INC 0.3%
Value ($000) $1,169 Shares 8,101 Est. Cost $197.79 Unrealized -21.1%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1,147 Shares 9,448 Est. Cost $20.55 Unrealized -23.2%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,136 Shares 18,356 Est. Cost $62.95 Unrealized -31.4%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1,130 Shares 9,727 Est. Cost $88.63 Unrealized +23.9%
RNR RENAISSANCERE HLDGS LTD 0.3%
Value ($000) $1,125 Shares 8,012 Est. Cost $167.61 Unrealized -17.2%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,119 Shares 5,465 Est. Cost $205.55 Unrealized +11.7%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $1,102 Shares 4,593 Est. Cost $201.23 Unrealized +15.3%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1,092 Shares 665 Est. Cost $1803.03 Unrealized +2.5%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,091 Shares 5,084 Est. Cost $188.03 Unrealized +21.7%
AON AON PLC 0.3%
Value ($000) $1,088 Shares 4,065 Est. Cost $214.56 Unrealized +28.6%
TGT TARGET CORP 0.3%
Value ($000) $1,085 Shares 7,308 Est. Cost $139.09 Unrealized +2.8%
VICOF II FEEDER, LP 0.3%
Value ($000) $1,082 Shares 1 Est. Cost $188400.00 Unrealized
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,073 Shares 19,578 Est. Cost $39.74 Unrealized +42.4%
IDXX IDEXX LABS INC 0.3%
Value ($000) $1,045 Shares 3,208 Est. Cost $572.67 Unrealized -35.9%
STT STATE STR CORP 0.3%
Value ($000) $1,024 Shares 16,839 Est. Cost $62.11 Unrealized -2.3%
VICOF II FEEDER, LP 0.3%
Value ($000) $1,022 Shares 1 Est. Cost $339120.00 Unrealized
VICOF II FEEDER, LP 0.3%
Value ($000) $1,022 Shares 1 Est. Cost $197703.70 Unrealized
CREATION INVESTMENTS CAPITAL 0.3%
Value ($000) $1,022 Shares 1 Est. Cost $1022000.00 Unrealized
SJM SMUCKER J M CO 0.3%
Value ($000) $1,015 Shares 7,382 Est. Cost $101.61 Unrealized +19.3%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,009 Shares 20,013 Est. Cost $21.17 Unrealized +5.1%
SRE SEMPRA 0.3%
Value ($000) $971 Shares 6,472 Est. Cost $45.90 Unrealized +57.9%
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $953 Shares 2,743 Est. Cost $434.05 Unrealized -14.3%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $950 Shares 10,143 Est. Cost $106.70 Unrealized -5.1%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $941 Shares 15,315 Est. Cost $55.00 Unrealized +10.3%
BAX BAXTER INTL INC 0.2%
Value ($000) $918 Shares 17,053 Est. Cost $51.98 Unrealized +6.4%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $916 Shares 13,150 Est. Cost $77.70 Unrealized -10.7%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $910 Shares 3,309 Est. Cost $496.82 Unrealized -23.8%
AMP AMERIPRISE FINL INC 0.2%
Value ($000) $906 Shares 3,595 Est. Cost $102.35 Unrealized +144.9%
CENTRAL PARK NORTH OZ INVESTORS LP 0.2%
Value ($000) $904 Shares 1 Est. Cost $950000.00 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $901 Shares 7,973 Est. Cost $124.19 Unrealized +2.3%
HAS HASBRO INC 0.2%
Value ($000) $880 Shares 13,049 Est. Cost $70.22 Unrealized -3.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $871 Shares 580 Est. Cost $36.38 Unrealized -14.8%
LOW LOWES COS INC 0.2%
Value ($000) $869 Shares 4,630 Est. Cost $118.13 Unrealized +54.4%
WSO WATSCO INC 0.2%
Value ($000) $867 Shares 3,367 Est. Cost $284.38 Unrealized -4.7%
DOW DOW INC 0.2%
Value ($000) $862 Shares 19,624 Est. Cost $41.94 Unrealized -1.1%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $857 Shares 9,437 Est. Cost $115.34 Unrealized -9.9%
AEE AMEREN CORP 0.2%
Value ($000) $850 Shares 10,549 Est. Cost $62.97 Unrealized +30.5%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $835 Shares 7,030 Est. Cost $51.40 Unrealized
DXCM DEXCOM INC 0.2%
Value ($000) $826 Shares 10,260 Est. Cost $95.64 Unrealized -11.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $824 Shares 20,395 Est. Cost $29.52 Unrealized +12.0%
WMT WALMART INC 0.2%
Value ($000) $795 Shares 6,128 Est. Cost $35.03 Unrealized +19.9%
SO SOUTHERN CO 0.2%
Value ($000) $779 Shares 11,469 Est. Cost $52.18 Unrealized +28.3%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $777 Shares 3,337 Est. Cost $238.77 Unrealized -5.2%
LAM RESEARCH CORP 0.2%
Value ($000) $753 Shares 2,056 Est. Cost $366.25 Unrealized
SPGI S&P GLOBAL INC 0.2%
Value ($000) $738 Shares 2,418 Est. Cost $223.89 Unrealized +55.3%
POOL POOL CORP 0.2%
Value ($000) $719 Shares 2,260 Est. Cost $399.34 Unrealized -14.7%
D DOMINION ENERGY INC 0.2%
Value ($000) $718 Shares 10,386 Est. Cost $59.91 Unrealized +14.1%
CI CIGNA CORP NEW 0.2%
Value ($000) $688 Shares 2,479 Est. Cost $194.33 Unrealized +36.2%
OKE ONEOK INC NEW 0.2%
Value ($000) $686 Shares 13,390 Est. Cost $46.27 Unrealized +7.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value ($000) $677 Shares 14,193 Est. Cost $69.95 Unrealized -17.7%
MET METLIFE INC 0.2%
Value ($000) $669 Shares 11,001 Est. Cost $55.09 Unrealized +4.6%
VALOR EQUITY PARTNERS IV-A LP 0.2%
Value ($000) $662 Shares 1 Est. Cost $281000.00 Unrealized
CRM SALESFORCE INC 0.2%
Value ($000) $651 Shares 4,527 Est. Cost $241.92 Unrealized -30.8%
DISCOVER FINL SVCS 0.2%
Value ($000) $651 Shares 7,161 Est. Cost $64.31 Unrealized
LINDE PLC 0.2%
Value ($000) $649 Shares 2,404 Est. Cost $217.07 Unrealized
BLACKROCK INC 0.2%
Value ($000) $645 Shares 1,172 Est. Cost $769.17 Unrealized
PSTG PURE STORAGE INC 0.2%
Value ($000) $641 Shares 23,410 Est. Cost $20.65 Unrealized +36.9%
GLW CORNING INC 0.2%
Value ($000) $629 Shares 21,672 Est. Cost $30.92 Unrealized -0.6%
AAP ADVANCE AUTO PARTS INC 0.2%
Value ($000) $627 Shares 4,008 Est. Cost $173.60 Unrealized -3.4%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $621 Shares 9,268 Est. Cost $32.32 Unrealized +8.9%
CSX CSX CORP 0.2%
Value ($000) $621 Shares 23,291 Est. Cost $28.03 Unrealized +5.6%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $620 Shares 3,872 Est. Cost $65.01 Unrealized +140.8%
HRB BLOCK H & R INC 0.2%
Value ($000) $617 Shares 14,500 Est. Cost $15.41 Unrealized +148.3%
HEI HEICO CORP NEW 0.2%
Value ($000) $613 Shares 4,257 Est. Cost $135.76 Unrealized +10.4%
WDAY WORKDAY INC 0.2%
Value ($000) $607 Shares 3,990 Est. Cost $242.95 Unrealized -35.6%
GPC GENUINE PARTS CO 0.2%
Value ($000) $600 Shares 4,021 Est. Cost $116.50 Unrealized +17.9%
URBAN PARTNERS LP 0.2%
Value ($000) $596 Shares 1 Est. Cost $1000000.00 Unrealized
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $591 Shares 6,606 Est. Cost $76.48 Unrealized +18.7%
USB US BANCORP DEL 0.2%
Value ($000) $591 Shares 14,654 Est. Cost $47.04 Unrealized -16.6%
WAB WABTEC 0.2%
Value ($000) $588 Shares 7,220 Est. Cost $68.74 Unrealized +26.1%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $588 Shares 6,507 Est. Cost $109.26 Unrealized -12.3%
VALOR EQUITY PARTNERS III-A LP 0.2%
Value ($000) $584 Shares 1 Est. Cost $205000.00 Unrealized
NKE NIKE INC 0.2%
Value ($000) $580 Shares 6,982 Est. Cost $133.07 Unrealized -23.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $575 Shares 12,736 Est. Cost $60.26 Unrealized
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $575 Shares 5,107 Est. Cost $99.51 Unrealized +14.9%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $546 Shares 2,381 Est. Cost $173.17 Unrealized +32.5%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $546 Shares 7,775 Est. Cost $71.67 Unrealized +1.1%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $542 Shares 22,115 Est. Cost $36.30 Unrealized -24.3%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $536 Shares 1,933 Est. Cost $269.72 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $509 Shares 7,067 Est. Cost $49.44 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $499 Shares 12,958 Est. Cost $36.03 Unrealized +7.4%
CAT CATERPILLAR INC 0.1%
Value ($000) $492 Shares 2,998 Est. Cost $176.40 Unrealized -2.4%
VEPACA 555 LLC 100 PERCENT LLC 0.1%
Value ($000) $489 Shares 1 Est. Cost $489000.00 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $478 Shares 3,561 Est. Cost $135.67 Unrealized 0.0%
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $473 Shares 9,071 Est. Cost $57.16 Unrealized -17.7%
CCI CROWN CASTLE INC 0.1%
Value ($000) $472 Shares 3,261 Est. Cost $149.27 Unrealized -4.5%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $471 Shares 11,717 Est. Cost $38.53 Unrealized +2.2%
VMI VALMONT INDS INC 0.1%
Value ($000) $466 Shares 1,735 Est. Cost $227.38 Unrealized +16.2%
HESS CORP 0.1%
Value ($000) $461 Shares 4,235 Est. Cost $92.12 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $460 Shares 3,920 Est. Cost $104.56 Unrealized +10.7%
AFL AFLAC INC 0.1%
Value ($000) $459 Shares 8,158 Est. Cost $54.37 Unrealized +0.4%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $459 Shares 4,931 Est. Cost $54.76 Unrealized +71.7%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $454 Shares 6,806 Est. Cost $53.21 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $452 Shares 2,410 Est. Cost $328.52 Unrealized -34.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $447 Shares 5,391 Est. Cost $67.77 Unrealized
SGGM U.S. 2 LP 0.1%
Value ($000) $444 Shares 1 Est. Cost $444000.00 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $444 Shares 4,333 Est. Cost $44.94 Unrealized +96.2%
CREATION INVESTMENTS CAPITAL 0.1%
Value ($000) $437 Shares 1 Est. Cost $437000.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $437 Shares 2,664 Est. Cost $81.45 Unrealized +6.3%
KMX CARMAX INC 0.1%
Value ($000) $434 Shares 6,575 Est. Cost $125.50 Unrealized -27.2%
BP BP PLC 0.1%
Value ($000) $430 Shares 15,031 Est. Cost $35.16 Unrealized
INTU INTUIT 0.1%
Value ($000) $416 Shares 1,074 Est. Cost $437.34 Unrealized -3.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $414 Shares 5,013 Est. Cost $100.69 Unrealized -4.4%
WSBF WATERSTONE FINL INC MD 0.1%
Value ($000) $410 Shares 25,356 Est. Cost $17.18 Unrealized +2.3%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $409 Shares 581 Est. Cost $37.20 Unrealized +25.3%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $407 Shares 1,921 Est. Cost $146.28 Unrealized +44.2%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $403 Shares 2,829 Est. Cost $133.83 Unrealized
ACCESS INVESTMENT LLC 0.1%
Value ($000) $402 Shares 51 Est. Cost $7882.35 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $401 Shares 13,216 Est. Cost $28.16 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $401 Shares 4,973 Est. Cost $43.45 Unrealized +70.9%
CLX CLOROX CO DEL 0.1%
Value ($000) $398 Shares 3,095 Est. Cost $111.73 Unrealized +15.3%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $394 Shares 2,117 Est. Cost $34.52 Unrealized +6.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $393 Shares 2,728 Est. Cost $119.42 Unrealized +28.2%
VFC V F CORP 0.1%
Value ($000) $388 Shares 12,989 Est. Cost $57.23 Unrealized -24.6%
FAST FASTENAL CO 0.1%
Value ($000) $377 Shares 8,179 Est. Cost $23.80 Unrealized -2.6%
BOH BANK HAWAII CORP 0.1%
Value ($000) $373 Shares 4,898 Est. Cost $58.08 Unrealized +15.2%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $368 Shares 5,100 Est. Cost $54.08 Unrealized +17.6%
BA BOEING CO 0.1%
Value ($000) $360 Shares 2,969 Est. Cost $166.80 Unrealized -8.1%
VEEV VEEVA SYS INC 0.1%
Value ($000) $357 Shares 2,163 Est. Cost $281.86 Unrealized -29.1%
BX BLACKSTONE INC 0.1%
Value ($000) $356 Shares 4,253 Est. Cost $91.01 Unrealized -4.1%
AVGO BROADCOM INC 0.1%
Value ($000) $353 Shares 796 Est. Cost $52.68 Unrealized -8.7%
AVENUE GLOBAL DISLOCATION 0.1%
Value ($000) $352 Shares 1 Est. Cost $265000.00 Unrealized
CPRT COPART INC 0.1%
Value ($000) $352 Shares 3,304 Est. Cost $31.25 Unrealized -4.7%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $350 Shares 1,445 Est. Cost $175.95 Unrealized +47.2%
ALL ALLSTATE CORP 0.1%
Value ($000) $325 Shares 2,614 Est. Cost $99.06 Unrealized +15.7%
GIS GENERAL MLS INC 0.1%
Value ($000) $325 Shares 4,239 Est. Cost $56.12 Unrealized +20.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $324 Shares 3,748 Est. Cost $70.70 Unrealized +23.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $322 Shares 2,050 Est. Cost $187.06 Unrealized -14.4%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $321 Shares 4,217 Est. Cost $91.46 Unrealized -2.1%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $319 Shares 8,300 Est. Cost $30.61 Unrealized +52.7%
PPG PPG INDS INC 0.1%
Value ($000) $318 Shares 2,866 Est. Cost $146.54 Unrealized -21.6%
CDW CDW CORP 0.1%
Value ($000) $318 Shares 2,038 Est. Cost $163.03 Unrealized +0.7%
RH RH 0.1%
Value ($000) $317 Shares 1,290 Est. Cost $688.27 Unrealized -60.8%
PIONEER NAT RES CO 0.1%
Value ($000) $312 Shares 1,442 Est. Cost $188.86 Unrealized
UNILEVER PLC 0.1%
Value ($000) $307 Shares 7,005 Est. Cost $57.19 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $305 Shares 4,992 Est. Cost $70.99 Unrealized -14.6%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $304 Shares 6,700 Est. Cost $36.23 Unrealized +19.3%
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $304 Shares 4,560 Est. Cost $62.54 Unrealized +1.5%
GWW GRAINGER W W INC 0.1%
Value ($000) $303 Shares 619 Est. Cost $420.23 Unrealized +21.4%
HPQ HP INC 0.1%
Value ($000) $302 Shares 12,132 Est. Cost $21.89 Unrealized +23.4%
PSX PHILLIPS 66 0.1%
Value ($000) $301 Shares 3,728 Est. Cost $73.16 Unrealized +3.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $300 Shares 1,343 Est. Cost $222.60 Unrealized +5.4%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.1%
Value ($000) $296 Shares 11,594 Est. Cost $38.76 Unrealized -35.3%
DE DEERE & CO 0.1%
Value ($000) $287 Shares 860 Est. Cost $362.08 Unrealized -9.8%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $286 Shares 8,800 Est. Cost $101.96 Unrealized -59.6%
AXS AXIS CAP HLDGS LTD 0.1%
Value ($000) $284 Shares 5,786 Est. Cost $35.30 Unrealized +38.3%
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value ($000) $284 Shares 7 Est. Cost $40581.63 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $282 Shares 622 Est. Cost $469.47 Unrealized -3.0%
PARTNERSHIP INTEREST THE GILLICK- 0.1%
Value ($000) $281 Shares 19 Est. Cost $14789.47 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $281 Shares 10,942 Est. Cost $34.01 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $277 Shares 1,987 Est. Cost $132.86 Unrealized +12.1%
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value ($000) $277 Shares 3,810 Est. Cost $62.78 Unrealized +14.2%
EHC ENCOMPASS HEALTH CORP 0.1%
Value ($000) $275 Shares 6,091 Est. Cost $57.46 Unrealized -15.5%
CITIZENS BANK HOLDING CO NEW 0.1%
Value ($000) $272 Shares 1,424 Est. Cost $144.66 Unrealized
TRIP TRIPADVISOR INC 0.1%
Value ($000) $269 Shares 12,179 Est. Cost $31.97 Unrealized -29.9%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $267 Shares 9,620 Est. Cost $24.64 Unrealized +15.3%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $264 Shares 4,100 Est. Cost $50.07 Unrealized +27.1%
SPIDERROCK ADVISORS 0.1%
Value ($000) $264 Shares 1 Est. Cost $264000.00 Unrealized
SPIDERROCK ADVISORS 0.1%
Value ($000) $264 Shares 1 Est. Cost $264000.00 Unrealized
SPIDERROCK ADVISORS 0.1%
Value ($000) $264 Shares 1 Est. Cost $264000.00 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $263 Shares 2,502 Est. Cost $149.10 Unrealized -31.8%
GDDY GODADDY INC 0.1%
Value ($000) $263 Shares 3,710 Est. Cost $79.03 Unrealized -4.7%
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
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $259 Shares 1,205 Est. Cost $222.46 Unrealized -1.1%
ABIOMED INC 0.1%
Value ($000) $257 Shares 1,047 Est. Cost $321.89 Unrealized
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $257 Shares 5,780 Est. Cost $57.22 Unrealized -10.9%
BGS B & G FOODS INC NEW 0.1%
Value ($000) $256 Shares 15,500 Est. Cost $10.28 Unrealized +51.6%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $255 Shares 1,000 Est. Cost $195.60 Unrealized +26.7%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $254 Shares 5,930 Est. Cost $163.59 Unrealized -62.4%
AGCO AGCO CORP 0.1%
Value ($000) $252 Shares 2,625 Est. Cost $109.74 Unrealized -14.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $251 Shares 1,206 Est. Cost $207.95 Unrealized +3.2%
PRI PRIMERICA INC 0.1%
Value ($000) $247 Shares 2,000 Est. Cost $126.76 Unrealized 0.0%
EOG EOG RES INC 0.1%
Value ($000) $246 Shares 2,202 Est. Cost $97.66 Unrealized 0.0%
VALOR EQUITY PARTNERS V LP 0.1%
Value ($000) $246 Shares 1 Est. Cost $246000.00 Unrealized
VTRS VIATRIS INC 0.1%
Value ($000) $245 Shares 28,743 Est. Cost $10.09 Unrealized -16.5%
MANU MANCHESTER UTD PLC NEW 0.1%
Value ($000) $244 Shares 18,402 Est. Cost $15.05 Unrealized -16.8%
APDS1 PROPERTIES LLC 0.1%
Value ($000) $242 Shares 1 Est. Cost $237000.00 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $239 Shares 5,502 Est. Cost $47.79 Unrealized -15.9%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $238 Shares 17,118 Est. Cost $19.77 Unrealized -19.4%
MFDB MUTUAL FED BANCORP INC 0.1%
Value ($000) $238 Shares 68,255 Est. Cost $2.81 Unrealized -19.6%
CITRIX SYS INC 0.1%
Value ($000) $238 Shares 2,295 Est. Cost $100.87 Unrealized
NOV NOV INC 0.1%
Value ($000) $237 Shares 14,653 Est. Cost $18.82 Unrealized -10.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $237 Shares 4,125 Est. Cost $75.65 Unrealized -18.1%
SEVENTY-FIFTH STREET 0.1%
Value ($000) $233 Shares 1 Est. Cost $204000.00 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $229 Shares 6,438 Est. Cost $50.43 Unrealized -25.4%
CNNE CANNAE HLDGS INC 0.1%
Value ($000) $226 Shares 10,956 Est. Cost $25.84 Unrealized -20.6%
SYY SYSCO CORP 0.1%
Value ($000) $226 Shares 3,195 Est. Cost $63.59 Unrealized +19.1%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $224 Shares 2,798 Est. Cost $183.40 Unrealized
OMC OMNICOM GROUP INC 0.1%
Value ($000) $224 Shares 3,550 Est. Cost $60.29 Unrealized 0.0%
NEM NEWMONT CORP 0.1%
Value ($000) $224 Shares 5,335 Est. Cost $61.14 Unrealized -31.1%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $223 Shares 724 Est. Cost $352.80 Unrealized
CXT CRANE HLDGS CO 0.1%
Value ($000) $220 Shares 2,520 Est. Cost $31.73 Unrealized -0.3%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $220 Shares 3,565 Est. Cost $105.72 Unrealized -31.6%
ROL ROLLINS INC 0.1%
Value ($000) $219 Shares 6,306 Est. Cost $32.91 Unrealized +5.0%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $215 Shares 3,365 Est. Cost $77.07 Unrealized -10.1%
OZK BANK OZK 0.1%
Value ($000) $215 Shares 5,434 Est. Cost $33.18 Unrealized +6.4%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $215 Shares 12,907 Est. Cost $13.20 Unrealized +11.9%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $215 Shares 2,332 Est. Cost $79.38 Unrealized +11.8%
ETN EATON CORP PLC 0.1%
Value ($000) $210 Shares 1,571 Est. Cost $133.40 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $209 Shares 2,651 Est. Cost $66.37 Unrealized +13.4%
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $206 Shares 11,400 Est. Cost $20.81 Unrealized -7.8%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $206 Shares 1,344 Est. Cost $158.35 Unrealized -3.9%
PATTERSON COS INC 0.1%
Value ($000) $206 Shares 8,569 Est. Cost $30.11 Unrealized
NEU NEWMARKET CORP 0.1%
Value ($000) $204 Shares 679 Est. Cost $331.94 Unrealized -15.6%
EXTR EXTREME NETWORKS 0.1%
Value ($000) $200 Shares 15,334 Est. Cost $10.69 Unrealized +18.0%
QNST QUINSTREET INC 0.0%
Value ($000) $186 Shares 17,640 Est. Cost $20.87 Unrealized -45.5%
MRCC MONROE CAP CORP 0.0%
Value ($000) $136 Shares 18,765 Est. Cost $6.31 Unrealized -10.8%
KN KNOWLES CORP 0.0%
Value ($000) $135 Shares 11,091 Est. Cost $18.79 Unrealized -14.7%
PK PARK HOTELS & RESORTS INC 0.0%
Value ($000) $118 Shares 10,472 Est. Cost $19.54 Unrealized
JELD JELD-WEN HLDG INC 0.0%
Value ($000) $90 Shares 10,389 Est. Cost $13.11 Unrealized 0.0%
MGNI MAGNITE INC 0.0%
Value ($000) $85 Shares 13,015 Est. Cost $10.64 Unrealized -24.4%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $35 Shares 16,700 Est. Cost $5.20 Unrealized -52.1%