CHICAGO TRUST Co NA Diversified Active

CIK: 0001601539 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 12, 2023

Total Value ($000): $401 (100.0% shares, 0.0% debt)

Holdings (301)

AAPL APPLE INC 4.7%
Value ($000) $19 Shares 146,265 Est. Cost $97.21 Unrealized +44.7%
MSFT MICROSOFT CORP 4.5%
Value ($000) $18 Shares 75,851 Est. Cost $129.99 Unrealized +80.1%
LFI CAPITAL ACCOUNT 3.1%
Value ($000) $12 Shares 100 Est. Cost $123970.00 Unrealized
ABT ABBOTT LABS 2.9%
Value ($000) $12 Shares 106,196 Est. Cost $86.14 Unrealized +13.3%
ABBV ABBVIE INC 2.7%
Value ($000) $11 Shares 68,130 Est. Cost $55.51 Unrealized +147.2%
UNH UNITEDHEALTH GROUP INC 1.8%
Value ($000) $7 Shares 13,314 Est. Cost $223.72 Unrealized +123.7%
AP PROPERTIES LTD 1.7%
Value ($000) $7 Shares 1 Est. Cost $2350000.00 Unrealized
CVX CHEVRON CORP NEW 1.6%
Value ($000) $7 Shares 36,297 Est. Cost $72.53 Unrealized +111.3%
XOM EXXON MOBIL CORP 1.6%
Value ($000) $7 Shares 58,968 Est. Cost $53.74 Unrealized +79.1%
PEP PEPSICO INC 1.6%
Value ($000) $6 Shares 35,290 Est. Cost $81.50 Unrealized +97.4%
MRK MERCK & CO INC 1.5%
Value ($000) $6 Shares 53,665 Est. Cost $49.87 Unrealized +86.1%
CME CME GROUP INC 1.4%
Value ($000) $5 Shares 32,596 Est. Cost $170.72 Unrealized -11.6%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $5 Shares 38,593 Est. Cost $69.58 Unrealized +69.1%
BAC BANK AMERICA CORP 1.2%
Value ($000) $5 Shares 141,952 Est. Cost $20.45 Unrealized +55.1%
LMT LOCKHEED MARTIN CORP 1.2%
Value ($000) $5 Shares 9,517 Est. Cost $164.42 Unrealized +159.4%
CB CHUBB LIMITED 1.1%
Value ($000) $4 Shares 19,898 Est. Cost $108.07 Unrealized +85.0%
GOOG ALPHABET INC 1.1%
Value ($000) $4 Shares 47,586 Est. Cost $109.21 Unrealized -13.3%
CVS CVS HEALTH CORP 1.0%
Value ($000) $4 Shares 44,755 Est. Cost $66.25 Unrealized +29.7%
V VISA INC 1.0%
Value ($000) $4 Shares 19,066 Est. Cost $211.58 Unrealized -6.9%
PFE PFIZER INC 0.9%
Value ($000) $4 Shares 74,265 Est. Cost $25.53 Unrealized +57.4%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $4 Shares 21,466 Est. Cost $104.42 Unrealized +50.4%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $4 Shares 24,723 Est. Cost $86.61 Unrealized +49.9%
MCD MCDONALDS CORP 0.9%
Value ($000) $4 Shares 14,052 Est. Cost $102.92 Unrealized +138.3%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $4 Shares 24,320 Est. Cost $78.32 Unrealized +81.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $4 Shares 11,572 Est. Cost $158.68 Unrealized +87.2%
DHR DANAHER CORPORATION 0.9%
Value ($000) $3 Shares 12,946 Est. Cost $216.83 Unrealized +5.2%
HON HONEYWELL INTL INC 0.8%
Value ($000) $3 Shares 15,308 Est. Cost $109.00 Unrealized +64.0%
ADP AUTOMATIC DATA PROCESSING IN 0.8%
Value ($000) $3 Shares 13,204 Est. Cost $149.17 Unrealized +53.5%
SHEL SHELL PLC 0.8%
Value ($000) $3 Shares 54,440 Est. Cost $54.93 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $3 Shares 36,485 Est. Cost $126.72 Unrealized -22.0%
CSCO CISCO SYS INC 0.8%
Value ($000) $3 Shares 64,112 Est. Cost $36.84 Unrealized +12.6%
GOOGL ALPHABET INC 0.8%
Value ($000) $3 Shares 34,613 Est. Cost $107.23 Unrealized -12.0%
UNP UNION PAC CORP 0.7%
Value ($000) $3 Shares 14,345 Est. Cost $104.33 Unrealized +82.3%
MCK MCKESSON CORP 0.7%
Value ($000) $3 Shares 7,909 Est. Cost $157.09 Unrealized +133.8%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.7%
Value ($000) $3 Shares 45,683 Est. Cost $37.20 Unrealized +40.1%
PM PHILIP MORRIS INTL INC 0.7%
Value ($000) $3 Shares 27,479 Est. Cost $59.93 Unrealized +35.6%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $3 Shares 6,047 Est. Cost $304.65 Unrealized +53.9%
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $3 Shares 12,448 Est. Cost $173.89 Unrealized +13.6%
HD HOME DEPOT INC 0.7%
Value ($000) $3 Shares 8,532 Est. Cost $211.50 Unrealized +32.9%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $2 Shares 70,089 Est. Cost $35.58 Unrealized -15.5%
PRU PRUDENTIAL FINL INC 0.6%
Value ($000) $2 Shares 24,571 Est. Cost $59.98 Unrealized +44.6%
MA MASTERCARD INCORPORATED 0.6%
Value ($000) $2 Shares 6,958 Est. Cost $335.33 Unrealized -3.6%
ORCL ORACLE CORP 0.6%
Value ($000) $2 Shares 28,968 Est. Cost $41.10 Unrealized +78.1%
BWA BORGWARNER INC 0.6%
Value ($000) $2 Shares 58,675 Est. Cost $31.23 Unrealized +4.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $2 Shares 5 Est. Cost $386204.40 Unrealized +16.2%
AMGN AMGEN INC 0.6%
Value ($000) $2 Shares 8,798 Est. Cost $186.36 Unrealized +30.3%
SYK STRYKER CORPORATION 0.6%
Value ($000) $2 Shares 9,139 Est. Cost $234.92 Unrealized -6.5%
LLY LILLY ELI & CO 0.6%
Value ($000) $2 Shares 6,103 Est. Cost $116.20 Unrealized +197.6%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2 Shares 14,112 Est. Cost $108.81 Unrealized +28.0%
CMI CUMMINS INC 0.5%
Value ($000) $2 Shares 8,886 Est. Cost $138.10 Unrealized +59.9%
KO COCA COLA CO 0.5%
Value ($000) $2 Shares 32,290 Est. Cost $42.38 Unrealized +29.6%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2 Shares 51,357 Est. Cost $36.43 Unrealized -15.6%
ED CONSOLIDATED EDISON INC 0.5%
Value ($000) $2 Shares 20,683 Est. Cost $50.16 Unrealized +62.8%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $2 Shares 36,668 Est. Cost $30.96 Unrealized +48.8%
BMY BRISTOL-MYERS SQUIBB CO 0.5%
Value ($000) $2 Shares 26,667 Est. Cost $49.72 Unrealized +31.2%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $2 Shares 11,581 Est. Cost $140.00 Unrealized +8.5%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $2 Shares 40,236 Est. Cost $41.08 Unrealized +5.4%
T AT&T INC 0.5%
Value ($000) $2 Shares 99,944 Est. Cost $13.90 Unrealized +8.7%
UPS UNITED PARCEL SERVICE INC 0.5%
Value ($000) $2 Shares 10,558 Est. Cost $161.87 Unrealized -8.5%
DIS DISNEY WALT CO 0.5%
Value ($000) $2 Shares 20,854 Est. Cost $130.21 Unrealized -28.2%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $2 Shares 12,723 Est. Cost $105.97 Unrealized +16.1%
SBUX STARBUCKS CORP 0.4%
Value ($000) $2 Shares 18,006 Est. Cost $99.46 Unrealized -12.0%
WTFC WINTRUST FINL CORP 0.4%
Value ($000) $2 Shares 20,837 Est. Cost $47.53 Unrealized +85.8%
FISV FISERV INC 0.4%
Value ($000) $2 Shares 17,407 Est. Cost $88.98 Unrealized +11.9%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $2 Shares 6,374 Est. Cost $262.95 Unrealized +0.4%
ZTS ZOETIS INC 0.4%
Value ($000) $2 Shares 11,210 Est. Cost $163.70 Unrealized -12.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $2 Shares 16,100 Est. Cost $61.53 Unrealized +42.4%
C CITIGROUP INC 0.4%
Value ($000) $2 Shares 35,409 Est. Cost $40.29 Unrealized +0.7%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1 Shares 6,063 Est. Cost $117.99 Unrealized +86.8%
INTC INTEL CORP 0.4%
Value ($000) $1 Shares 56,179 Est. Cost $38.43 Unrealized -30.7%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $1 Shares 17,217 Est. Cost $60.71 Unrealized +21.6%
RNR RENAISSANCERE HLDGS LTD 0.4%
Value ($000) $1 Shares 7,698 Est. Cost $167.61 Unrealized +0.5%
WALGREENS BOOTS ALLIANCE INC 0.4%
Value ($000) $1 Shares 37,691 Est. Cost $56.03 Unrealized
EMR EMERSON ELEC CO 0.3%
Value ($000) $1 Shares 14,500 Est. Cost $67.38 Unrealized +25.4%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1 Shares 2,517 Est. Cost $286.24 Unrealized +83.4%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1 Shares 11,461 Est. Cost $78.05 Unrealized +43.8%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $1 Shares 2,477 Est. Cost $217.49 Unrealized +127.7%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1 Shares 19,336 Est. Cost $21.17 Unrealized +18.1%
IDXX IDEXX LABS INC 0.3%
Value ($000) $1 Shares 3,183 Est. Cost $572.67 Unrealized -32.2%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $1 Shares 643 Est. Cost $1803.03 Unrealized +3.6%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1 Shares 7,075 Est. Cost $120.16 Unrealized +40.0%
STT STATE STR CORP 0.3%
Value ($000) $1 Shares 16,472 Est. Cost $62.11 Unrealized +6.4%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1 Shares 18,678 Est. Cost $39.74 Unrealized +46.0%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1 Shares 14,858 Est. Cost $62.95 Unrealized -23.1%
AON AON PLC 0.3%
Value ($000) $1 Shares 4,100 Est. Cost $214.56 Unrealized +33.2%
APDS2 PROPERTIES LLC 0.3%
Value ($000) $1 Shares 1 Est. Cost $485000.00 Unrealized
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1 Shares 9,265 Est. Cost $88.63 Unrealized +30.5%
BAX BAXTER INTL INC 0.3%
Value ($000) $1 Shares 23,279 Est. Cost $51.35 Unrealized -3.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1 Shares 4,965 Est. Cost $205.55 Unrealized +9.3%
SJM SMUCKER J M CO 0.3%
Value ($000) $1 Shares 7,386 Est. Cost $101.61 Unrealized +31.4%
DXCM DEXCOM INC 0.3%
Value ($000) $1 Shares 10,260 Est. Cost $95.64 Unrealized +14.8%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $1 Shares 7,595 Est. Cost $20.55 Unrealized -28.7%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1 Shares 14,162 Est. Cost $70.63 Unrealized +4.0%
VICOF II FEEDER, LP 0.3%
Value ($000) $1 Shares 1 Est. Cost $188400.00 Unrealized
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $1 Shares 3,409 Est. Cost $102.35 Unrealized +185.2%
DG DOLLAR GEN CORP NEW 0.3%
Value ($000) $1 Shares 4,273 Est. Cost $201.23 Unrealized +15.8%
MMM 3M CO 0.3%
Value ($000) $1 Shares 8,659 Est. Cost $113.30 Unrealized -20.0%
VICOF II FEEDER, LP 0.3%
Value ($000) $1 Shares 1 Est. Cost $197703.70 Unrealized
VICOF II FEEDER, LP 0.3%
Value ($000) $1 Shares 1 Est. Cost $339120.00 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.3%
Value ($000) $1 Shares 3,027 Est. Cost $496.82 Unrealized -35.6%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $1 Shares 13,150 Est. Cost $77.70 Unrealized +0.6%
SRE SEMPRA 0.2%
Value ($000) $1 Shares 6,472 Est. Cost $45.90 Unrealized +52.1%
TGT TARGET CORP 0.2%
Value ($000) $1 Shares 6,585 Est. Cost $139.09 Unrealized +1.3%
HAS HASBRO INC 0.2%
Value ($000) $1 Shares 16,031 Est. Cost $67.25 Unrealized -19.3%
USB US BANCORP DEL 0.2%
Value ($000) $1 Shares 22,292 Est. Cost $43.50 Unrealized -15.6%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $1 Shares 15,304 Est. Cost $55.00 Unrealized +17.6%
KMX CARMAX INC 0.2%
Value ($000) $1 Shares 15,671 Est. Cost $89.92 Unrealized -28.6%
LOW LOWES COS INC 0.2%
Value ($000) $1 Shares 4,774 Est. Cost $120.24 Unrealized +56.5%
CREATION INVESTMENTS CAPITAL 0.2%
Value ($000) $1 Shares 1 Est. Cost $1022000.00 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1 Shares 20,228 Est. Cost $29.52 Unrealized +18.7%
AEE AMEREN CORP 0.2%
Value ($000) $1 Shares 10,223 Est. Cost $62.97 Unrealized +20.9%
CENTRAL PARK NORTH OZ INVESTORS LP 0.2%
Value ($000) $1 Shares 1 Est. Cost $950000.00 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $1 Shares 8,546 Est. Cost $115.34 Unrealized -22.1%
TYL TYLER TECHNOLOGIES INC 0.2%
Value ($000) $1 Shares 2,758 Est. Cost $434.05 Unrealized -24.7%
LAM RESEARCH CORP 0.2%
Value ($000) $1 Shares 2,117 Est. Cost $355.70 Unrealized
NKE NIKE INC 0.2%
Value ($000) $1 Shares 7,597 Est. Cost $130.02 Unrealized -26.7%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $1 Shares 6,930 Est. Cost $51.40 Unrealized
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $1 Shares 2,782 Est. Cost $238.77 Unrealized +8.7%
SO SOUTHERN CO 0.2%
Value ($000) $1 Shares 11,969 Est. Cost $52.49 Unrealized +13.6%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $1 Shares 9,684 Est. Cost $106.70 Unrealized -12.1%
WSO WATSCO INC 0.2%
Value ($000) $1 Shares 3,367 Est. Cost $284.38 Unrealized -7.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $1 Shares 7,589 Est. Cost $124.19 Unrealized -12.3%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $1 Shares 591 Est. Cost $36.26 Unrealized -17.6%
WMT WALMART INC 0.2%
Value ($000) $1 Shares 5,637 Est. Cost $35.03 Unrealized +30.3%
LINDE PLC 0.2%
Value ($000) $1 Shares 2,409 Est. Cost $217.07 Unrealized
ECL ECOLAB INC 0.2%
Value ($000) $1 Shares 5,373 Est. Cost $197.79 Unrealized -28.3%
BLACKROCK INC 0.2%
Value ($000) $1 Shares 1,089 Est. Cost $769.17 Unrealized
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1 Shares 3,492 Est. Cost $188.03 Unrealized -0.7%
AVGO BROADCOM INC 0.2%
Value ($000) $1 Shares 1,321 Est. Cost $50.66 Unrealized -6.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1 Shares 2,208 Est. Cost $223.89 Unrealized +43.4%
WAB WABTEC 0.2%
Value ($000) $1 Shares 7,385 Est. Cost $69.31 Unrealized +35.6%
BUD ANHEUSER BUSCH INBEV SA/NV 0.2%
Value ($000) $1 Shares 12,036 Est. Cost $60.26 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1 Shares 7,022 Est. Cost $108.25 Unrealized -11.8%
POOL POOL CORP 0.2%
Value ($000) $1 Shares 2,380 Est. Cost $394.51 Unrealized -23.1%
CAT CATERPILLAR INC 0.2%
Value ($000) $1 Shares 2,984 Est. Cost $176.40 Unrealized +17.1%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1 Shares 5,274 Est. Cost $99.93 Unrealized +12.8%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1 Shares 9,268 Est. Cost $32.32 Unrealized +13.8%
OKE ONEOK INC NEW 0.2%
Value ($000) $1 Shares 10,617 Est. Cost $46.27 Unrealized +13.0%
DOW DOW INC 0.2%
Value ($000) $1 Shares 13,851 Est. Cost $41.94 Unrealized -3.4%
META META PLATFORMS INC 0.2%
Value ($000) $1 Shares 5,678 Est. Cost $267.58 Unrealized -56.4%
WDAY WORKDAY INC 0.2%
Value ($000) $1 Shares 4,065 Est. Cost $241.34 Unrealized -35.4%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $1 Shares 14,891 Est. Cost $36.45 Unrealized +7.7%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $1 Shares 7,106 Est. Cost $76.92 Unrealized +7.5%
DISCOVER FINL SVCS 0.2%
Value ($000) $1 Shares 6,784 Est. Cost $64.31 Unrealized
CSX CSX CORP 0.2%
Value ($000) $1 Shares 21,183 Est. Cost $28.03 Unrealized +2.5%
HEI HEICO CORP NEW 0.2%
Value ($000) $1 Shares 4,257 Est. Cost $135.76 Unrealized +14.7%
VALOR EQUITY PARTNERS IV-A LP 0.2%
Value ($000) $1 Shares 1 Est. Cost $281000.00 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $1 Shares 15,291 Est. Cost $39.07 Unrealized +4.5%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $1 Shares 3,957 Est. Cost $66.90 Unrealized +129.0%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $1 Shares 7,067 Est. Cost $49.44 Unrealized
HESS CORP 0.2%
Value ($000) $1 Shares 4,320 Est. Cost $90.31 Unrealized
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $1 Shares 7,705 Est. Cost $71.67 Unrealized -2.7%
CRM SALESFORCE INC 0.2%
Value ($000) $1 Shares 4,544 Est. Cost $241.92 Unrealized -40.4%
URBAN PARTNERS LP 0.1%
Value ($000) $1 Shares 1 Est. Cost $1000000.00 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1 Shares 4,696 Est. Cost $253.76 Unrealized -25.4%
VMI VALMONT INDS INC 0.1%
Value ($000) $1 Shares 1,735 Est. Cost $227.38 Unrealized +39.5%
CI CIGNA CORP NEW 0.1%
Value ($000) $1 Shares 1,720 Est. Cost $194.33 Unrealized +53.8%
BA BOEING CO 0.1%
Value ($000) $1 Shares 2,969 Est. Cost $166.80 Unrealized -1.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $1 Shares 5,479 Est. Cost $57.76 Unrealized +46.8%
SGGM U.S. 2 LP 0.1%
Value ($000) $1 Shares 1 Est. Cost $444000.00 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $1 Shares 7,488 Est. Cost $54.37 Unrealized +14.9%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $1 Shares 2,316 Est. Cost $173.17 Unrealized +30.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1 Shares 2,156 Est. Cost $155.28 Unrealized +47.4%
HRB BLOCK H & R INC 0.1%
Value ($000) $1 Shares 14,500 Est. Cost $15.41 Unrealized +140.0%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 5,391 Est. Cost $67.77 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $1 Shares 3,003 Est. Cost $116.50 Unrealized +36.6%
CDW CDW CORP 0.1%
Value ($000) $1 Shares 2,914 Est. Cost $164.78 Unrealized +2.5%
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $1 Shares 9,071 Est. Cost $57.16 Unrealized -20.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $1 Shares 4,365 Est. Cost $44.94 Unrealized +143.4%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 6,806 Est. Cost $53.21 Unrealized
BP BP PLC 0.1%
Value ($000) $1 Shares 14,323 Est. Cost $35.16 Unrealized
TMUS T-MOBILE US INC 0.1%
Value ($000) $0 Shares 3,561 Est. Cost $135.67 Unrealized +2.3%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $0 Shares 2,117 Est. Cost $34.52 Unrealized +16.5%
GLW CORNING INC 0.1%
Value ($000) $0 Shares 14,915 Est. Cost $30.92 Unrealized -3.9%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $0 Shares 8,300 Est. Cost $30.61 Unrealized +65.1%
MET METLIFE INC 0.1%
Value ($000) $0 Shares 6,459 Est. Cost $55.09 Unrealized +18.2%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 548 Est. Cost $37.20 Unrealized +44.5%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $0 Shares 9,300 Est. Cost $98.67 Unrealized -58.6%
INTU INTUIT 0.1%
Value ($000) $0 Shares 1,181 Est. Cost $432.95 Unrealized -10.2%
PSX PHILLIPS 66 0.1%
Value ($000) $0 Shares 4,334 Est. Cost $75.71 Unrealized +20.7%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $0 Shares 4,805 Est. Cost $43.45 Unrealized +92.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $0 Shares 4,643 Est. Cost $72.67 Unrealized +11.3%
CCI CROWN CASTLE INC 0.1%
Value ($000) $0 Shares 3,206 Est. Cost $149.27 Unrealized -23.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 12,693 Est. Cost $28.16 Unrealized
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $0 Shares 16,289 Est. Cost $36.30 Unrealized -23.4%
WSBF WATERSTONE FINL INC MD 0.1%
Value ($000) $0 Shares 25,000 Est. Cost $17.18 Unrealized -2.5%
TFC TRUIST FINL CORP 0.1%
Value ($000) $0 Shares 9,876 Est. Cost $43.04 Unrealized -13.9%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $0 Shares 1,570 Est. Cost $328.52 Unrealized -25.8%
PSTG PURE STORAGE INC 0.1%
Value ($000) $0 Shares 15,530 Est. Cost $20.65 Unrealized +40.8%
MANU MANCHESTER UTD PLC NEW 0.1%
Value ($000) $0 Shares 17,649 Est. Cost $15.05 Unrealized +11.1%
ENPH ENPHASE ENERGY INC 0.1%
Value ($000) $0 Shares 1,544 Est. Cost $269.72 Unrealized +7.9%
CPRT COPART INC 0.1%
Value ($000) $0 Shares 6,608 Est. Cost $30.60 Unrealized -2.2%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $0 Shares 3,170 Est. Cost $104.56 Unrealized +14.0%
CREATION INVESTMENTS CAPITAL 0.1%
Value ($000) $0 Shares 1 Est. Cost $437000.00 Unrealized
AVENUE GLOBAL DISLOCATION 0.1%
Value ($000) $0 Shares 1 Est. Cost $265000.00 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $0 Shares 2,775 Est. Cost $111.73 Unrealized +14.4%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $0 Shares 5,186 Est. Cost $99.90 Unrealized -22.9%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $0 Shares 5,488 Est. Cost $70.34 Unrealized -9.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $0 Shares 4,529 Est. Cost $57.20 Unrealized +27.5%
BOH BANK HAWAII CORP 0.1%
Value ($000) $0 Shares 4,898 Est. Cost $58.08 Unrealized +14.6%
AAP ADVANCE AUTO PARTS INC 0.1%
Value ($000) $0 Shares 2,525 Est. Cost $173.60 Unrealized -13.6%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $0 Shares 2,664 Est. Cost $81.45 Unrealized -1.4%
AGCO AGCO CORP 0.1%
Value ($000) $0 Shares 2,670 Est. Cost $109.77 Unrealized +1.8%
DE DEERE & CO 0.1%
Value ($000) $0 Shares 860 Est. Cost $362.08 Unrealized +7.4%
FAST FASTENAL CO 0.1%
Value ($000) $0 Shares 7,806 Est. Cost $23.80 Unrealized -4.9%
APA APA CORPORATION 0.1%
Value ($000) $0 Shares 7,885 Est. Cost $40.05 Unrealized 0.0%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $0 Shares 2,728 Est. Cost $119.42 Unrealized +12.7%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 2,829 Est. Cost $133.83 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $0 Shares 5,773 Est. Cost $59.91 Unrealized -10.4%
PPG PPG INDS INC 0.1%
Value ($000) $0 Shares 2,766 Est. Cost $146.54 Unrealized -21.9%
RH RH 0.1%
Value ($000) $0 Shares 1,290 Est. Cost $688.27 Unrealized -62.1%
GWW GRAINGER W W INC 0.1%
Value ($000) $0 Shares 619 Est. Cost $420.23 Unrealized +30.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $0 Shares 2,500 Est. Cost $99.06 Unrealized +22.6%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $0 Shares 6,497 Est. Cost $69.95 Unrealized -27.5%
GDDY GODADDY INC 0.1%
Value ($000) $0 Shares 4,475 Est. Cost $78.34 Unrealized -4.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 1,930 Est. Cost $187.06 Unrealized -8.9%
PIONEER NAT RES CO 0.1%
Value ($000) $0 Shares 1,442 Est. Cost $188.86 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $0 Shares 1,293 Est. Cost $222.60 Unrealized +0.3%
VALOR EQUITY PARTNERS V LP 0.1%
Value ($000) $0 Shares 1 Est. Cost $246000.00 Unrealized
PB PROSPERITY BANCSHARES INC 0.1%
Value ($000) $0 Shares 4,422 Est. Cost $62.54 Unrealized +3.3%
VTRS VIATRIS INC 0.1%
Value ($000) $0 Shares 28,610 Est. Cost $10.09 Unrealized -10.3%
BX BLACKSTONE INC 0.1%
Value ($000) $0 Shares 4,253 Est. Cost $91.01 Unrealized -13.6%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $0 Shares 617 Est. Cost $469.47 Unrealized +3.2%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $0 Shares 4,100 Est. Cost $50.07 Unrealized +24.8%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $0 Shares 1,205 Est. Cost $222.46 Unrealized +6.9%
NOV NOV INC 0.1%
Value ($000) $0 Shares 14,816 Est. Cost $18.84 Unrealized +11.4%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $0 Shares 9,537 Est. Cost $24.64 Unrealized +26.3%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $0 Shares 6,700 Est. Cost $36.23 Unrealized +15.6%
HPQ HP INC 0.1%
Value ($000) $0 Shares 11,100 Est. Cost $21.89 Unrealized +12.2%
ETN EATON CORP PLC 0.1%
Value ($000) $0 Shares 1,891 Est. Cost $135.69 Unrealized +8.3%
UNILEVER PLC 0.1%
Value ($000) $0 Shares 5,846 Est. Cost $57.19 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $0 Shares 4,217 Est. Cost $91.46 Unrealized -19.0%
VEEV VEEVA SYS INC 0.1%
Value ($000) $0 Shares 1,792 Est. Cost $281.86 Unrealized -39.4%
EOG EOG RES INC 0.1%
Value ($000) $0 Shares 2,218 Est. Cost $97.66 Unrealized +20.6%
SEE SEALED AIR CORP NEW 0.1%
Value ($000) $0 Shares 5,780 Est. Cost $57.22 Unrealized -20.5%
AXS AXIS CAP HLDGS LTD 0.1%
Value ($000) $0 Shares 5,276 Est. Cost $35.30 Unrealized +42.3%
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value ($000) $0 Shares 7 Est. Cost $40581.63 Unrealized
PRI PRIMERICA INC 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $126.76 Unrealized +9.9%
PARTNERSHIP INTEREST THE GILLICK- 0.1%
Value ($000) $0 Shares 19 Est. Cost $14789.47 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 1,306 Est. Cost $208.18 Unrealized +1.4%
CITIZENS BANK HOLDING CO NEW 0.1%
Value ($000) $0 Shares 1,424 Est. Cost $144.66 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $0 Shares 6,578 Est. Cost $50.18 Unrealized -22.5%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $0 Shares 3,469 Est. Cost $76.86 Unrealized -8.7%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $0 Shares 1,642 Est. Cost $132.86 Unrealized +11.2%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $0 Shares 3,250 Est. Cost $60.29 Unrealized +10.6%
SPIDERROCK ADVISORS 0.1%
Value ($000) $0 Shares 1 Est. Cost $264000.00 Unrealized
SPIDERROCK ADVISORS 0.1%
Value ($000) $0 Shares 1 Est. Cost $264000.00 Unrealized
SPIDERROCK ADVISORS 0.1%
Value ($000) $0 Shares 1 Est. Cost $264000.00 Unrealized
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $0 Shares 1,000 Est. Cost $195.60 Unrealized +46.7%
MAT MATTEL INC 0.1%
Value ($000) $0 Shares 14,569 Est. Cost $18.13 Unrealized 0.0%
WMP INVESTMENTS LLC 0.1%
Value ($000) $0 Shares 1 Est. Cost $238000.00 Unrealized
WMP INVESTMENTS LLC 0.1%
Value ($000) $0 Shares 1 Est. Cost $238000.00 Unrealized
WMP INVESTMENTS LLC 0.1%
Value ($000) $0 Shares 1 Est. Cost $238000.00 Unrealized
QNST QUINSTREET INC 0.1%
Value ($000) $0 Shares 17,640 Est. Cost $20.87 Unrealized -39.2%
CXT CRANE HLDGS CO 0.1%
Value ($000) $0 Shares 2,520 Est. Cost $31.73 Unrealized +5.9%
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $0 Shares 1,344 Est. Cost $158.35 Unrealized +6.9%
TRIP TRIPADVISOR INC 0.1%
Value ($000) $0 Shares 13,910 Est. Cost $30.59 Unrealized -31.8%
PODD INSULET CORP 0.1%
Value ($000) $0 Shares 850 Est. Cost $275.80 Unrealized 0.0%
FLS FLOWSERVE CORP 0.1%
Value ($000) $0 Shares 8,085 Est. Cost $27.48 Unrealized 0.0%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $0 Shares 2,798 Est. Cost $183.40 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $0 Shares 5,050 Est. Cost $163.59 Unrealized -73.5%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.1%
Value ($000) $0 Shares 2,332 Est. Cost $79.38 Unrealized +23.1%
APDS1 PROPERTIES LLC 0.1%
Value ($000) $0 Shares 1 Est. Cost $237000.00 Unrealized
DRIL-QUIP INC 0.1%
Value ($000) $0 Shares 8,912 Est. Cost $0.03 Unrealized
FTV FORTIVE CORP 0.1%
Value ($000) $0 Shares 3,707 Est. Cost $47.79 Unrealized 0.0%
VALOR EQUITY PARTNERS III-A LP 0.1%
Value ($000) $0 Shares 1 Est. Cost $205000.00 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $0 Shares 2,025 Est. Cost $106.44 Unrealized 0.0%
PATTERSON COS INC 0.1%
Value ($000) $0 Shares 8,342 Est. Cost $30.11 Unrealized
SEVENTY-FIFTH STREET 0.1%
Value ($000) $0 Shares 1 Est. Cost $204000.00 Unrealized
BERRY GLOBAL GROUP INC 0.1%
Value ($000) $0 Shares 3,838 Est. Cost $0.06 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $0 Shares 6,306 Est. Cost $32.91 Unrealized +13.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $0 Shares 2,343 Est. Cost $93.28 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $0 Shares 12,507 Est. Cost $13.20 Unrealized +15.0%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $0 Shares 3,623 Est. Cost $66.70 Unrealized 0.0%
NWL NEWELL BRANDS INC 0.1%
Value ($000) $0 Shares 17,118 Est. Cost $19.77 Unrealized -40.1%
VSAT VIASAT INC 0.1%
Value ($000) $0 Shares 7,012 Est. Cost $34.99 Unrealized 0.0%
ENS ENERSYS 0.1%
Value ($000) $0 Shares 2,977 Est. Cost $67.81 Unrealized 0.0%
XMTR XOMETRY INC 0.1%
Value ($000) $0 Shares 6,834 Est. Cost $46.69 Unrealized 0.0%
LEN LENNAR CORP 0.1%
Value ($000) $0 Shares 2,417 Est. Cost $77.52 Unrealized 0.0%
CNNE CANNAE HLDGS INC 0.1%
Value ($000) $0 Shares 10,615 Est. Cost $25.84 Unrealized -19.5%
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value ($000) $0 Shares 5,434 Est. Cost $33.18 Unrealized +14.4%
SYY SYSCO CORP 0.1%
Value ($000) $0 Shares 2,862 Est. Cost $63.59 Unrealized +16.2%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $0 Shares 2,600 Est. Cost $54.08 Unrealized +41.6%
URBN URBAN OUTFITTERS INC 0.1%
Value ($000) $0 Shares 9,043 Est. Cost $24.91 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $0 Shares 2,516 Est. Cost $66.37 Unrealized +15.7%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $0 Shares 664 Est. Cost $352.80 Unrealized
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $0 Shares 11,400 Est. Cost $20.81 Unrealized -20.3%
IMKTA INGLES MKTS INC 0.1%
Value ($000) $0 Shares 2,150 Est. Cost $91.15 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $0 Shares 6,300 Est. Cost $32.24 Unrealized 0.0%
PLXS PLEXUS CORP 0.1%
Value ($000) $0 Shares 2,000 Est. Cost $101.07 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $0 Shares 705 Est. Cost $175.95 Unrealized +56.6%
ORA ORMAT TECHNOLOGIES INC 0.1%
Value ($000) $0 Shares 2,375 Est. Cost $88.05 Unrealized 0.0%
UNF UNIFIRST CORP MASS 0.0%
Value ($000) $0 Shares 1,039 Est. Cost $178.69 Unrealized 0.0%
MFDB MUTUAL FED BANCORP INC 0.0%
Value ($000) $0 Shares 68,255 Est. Cost $2.81 Unrealized +15.8%
KN KNOWLES CORP 0.0%
Value ($000) $0 Shares 10,540 Est. Cost $18.79 Unrealized -22.7%
BGS B & G FOODS INC NEW 0.0%
Value ($000) $0 Shares 15,500 Est. Cost $10.28 Unrealized -2.6%
MD PEDIATRIX MEDICAL GROUP INC 0.0%
Value ($000) $0 Shares 11,390 Est. Cost $16.32 Unrealized 0.0%
MRCC MONROE CAP CORP 0.0%
Value ($000) $0 Shares 18,765 Est. Cost $6.31 Unrealized -13.9%
MGNI MAGNITE INC 0.0%
Value ($000) $0 Shares 13,458 Est. Cost $10.59 Unrealized -13.8%
JELD JELD-WEN HLDG INC 0.0%
Value ($000) $0 Shares 10,098 Est. Cost $13.11 Unrealized -26.0%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 16,700 Est. Cost $5.20 Unrealized -48.3%