CHICAGO TRUST Co NA Diversified Active

CIK: 0001601539 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 27, 2023

Total Value ($000): $398,195 (100.0% shares, 0.0% debt)

Holdings (280)

AAPL APPLE INC 6.0%
Value ($000) $23,802 Shares 139,023 Est. Cost $97.21 Unrealized +86.5%
MSFT MICROSOFT CORP 5.3%
Value ($000) $21,141 Shares 66,956 Est. Cost $129.99 Unrealized +149.7%
LFI CAPITAL ACCOUNT 2.8%
Value ($000) $11,205 Shares 100 Est. Cost $123970.00 Unrealized
ABT ABBOTT LABS 2.8%
Value ($000) $11,118 Shares 114,792 Est. Cost $87.70 Unrealized +14.5%
ABBV ABBVIE INC 2.7%
Value ($000) $10,644 Shares 71,407 Est. Cost $65.30 Unrealized +107.2%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $6,909 Shares 58,764 Est. Cost $54.51 Unrealized +85.3%
AP PROPERTIES LTD 1.7%
Value ($000) $6,807 Shares 1 Est. Cost $2350000.00 Unrealized
CME CME GROUP INC 1.7%
Value ($000) $6,678 Shares 33,353 Est. Cost $170.95 Unrealized +5.4%
UNH UNITEDHEALTH GROUP INC 1.6%
Value ($000) $6,524 Shares 12,939 Est. Cost $227.14 Unrealized +106.9%
CVX CHEVRON CORP NEW 1.5%
Value ($000) $6,141 Shares 36,421 Est. Cost $73.89 Unrealized +97.3%
NVDA NVIDIA CORPORATION 1.3%
Value ($000) $5,280 Shares 12,138 Est. Cost $21.65 Unrealized +106.8%
AMZN AMAZON COM INC 1.3%
Value ($000) $5,163 Shares 40,619 Est. Cost $126.27 Unrealized +6.1%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $5,144 Shares 35,470 Est. Cost $69.58 Unrealized +104.5%
GOOG ALPHABET INC 1.3%
Value ($000) $5,037 Shares 38,204 Est. Cost $109.21 Unrealized +18.2%
MRK MERCK & CO INC 1.2%
Value ($000) $4,859 Shares 47,195 Est. Cost $49.87 Unrealized +100.2%
V VISA INC 1.1%
Value ($000) $4,465 Shares 19,411 Est. Cost $212.80 Unrealized +11.0%
PEP PEPSICO INC 1.1%
Value ($000) $4,423 Shares 26,102 Est. Cost $84.96 Unrealized +96.7%
GOOGL ALPHABET INC 1.0%
Value ($000) $4,143 Shares 31,663 Est. Cost $106.75 Unrealized +20.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $3,968 Shares 11,328 Est. Cost $158.68 Unrealized +123.6%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $3,672 Shares 82,806 Est. Cost $36.10 Unrealized +14.9%
MCK MCKESSON CORP 0.9%
Value ($000) $3,613 Shares 8,308 Est. Cost $171.81 Unrealized +142.5%
BAC BANK AMERICA CORP 0.9%
Value ($000) $3,541 Shares 129,317 Est. Cost $21.07 Unrealized +32.0%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,502 Shares 24,009 Est. Cost $89.68 Unrealized +60.7%
CB CHUBB LIMITED 0.9%
Value ($000) $3,495 Shares 16,787 Est. Cost $108.07 Unrealized +82.1%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $3,436 Shares 22,062 Est. Cost $106.87 Unrealized +43.4%
DHR DANAHER CORPORATION 0.9%
Value ($000) $3,433 Shares 13,837 Est. Cost $217.21 Unrealized +1.4%
LLY ELI LILLY & CO 0.8%
Value ($000) $3,302 Shares 6,147 Est. Cost $120.71 Unrealized +319.8%
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $3,294 Shares 22,076 Est. Cost $79.55 Unrealized +99.7%
COST COSTCO WHSL CORP NEW 0.8%
Value ($000) $3,289 Shares 5,822 Est. Cost $304.65 Unrealized +74.7%
ORCL ORACLE CORP 0.8%
Value ($000) $3,286 Shares 31,019 Est. Cost $47.46 Unrealized +137.6%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $3,093 Shares 7,563 Est. Cost $164.42 Unrealized +152.5%
ADP AUTOMATIC DATA PROCESSING IN 0.7%
Value ($000) $2,985 Shares 12,409 Est. Cost $149.17 Unrealized +55.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $2,982 Shares 11,318 Est. Cost $112.65 Unrealized +139.2%
UNP UNION PAC CORP 0.7%
Value ($000) $2,891 Shares 14,197 Est. Cost $104.33 Unrealized +97.6%
CSCO CISCO SYS INC 0.7%
Value ($000) $2,862 Shares 53,239 Est. Cost $37.28 Unrealized +34.9%
SHEL SHELL PLC 0.7%
Value ($000) $2,787 Shares 43,286 Est. Cost $54.93 Unrealized
HON HONEYWELL INTL INC 0.7%
Value ($000) $2,757 Shares 14,926 Est. Cost $111.44 Unrealized +56.0%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $2,708 Shares 6,841 Est. Cost $337.21 Unrealized +17.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $2,657 Shares 5 Est. Cost $386204.40 Unrealized +39.6%
ITW ILLINOIS TOOL WKS INC 0.7%
Value ($000) $2,641 Shares 11,466 Est. Cost $173.89 Unrealized +32.3%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $2,633 Shares 8,574 Est. Cost $266.47 Unrealized +14.2%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.6%
Value ($000) $2,553 Shares 44,852 Est. Cost $37.99 Unrealized +49.3%
PM PHILIP MORRIS INTL INC 0.6%
Value ($000) $2,462 Shares 26,595 Est. Cost $61.04 Unrealized +41.2%
HD HOME DEPOT INC 0.6%
Value ($000) $2,420 Shares 8,010 Est. Cost $215.67 Unrealized +40.5%
ADBE ADOBE INC 0.6%
Value ($000) $2,390 Shares 4,687 Est. Cost $450.34 Unrealized +16.5%
SYK STRYKER CORPORATION 0.6%
Value ($000) $2,339 Shares 8,561 Est. Cost $234.92 Unrealized +19.2%
BWA BORGWARNER INC 0.6%
Value ($000) $2,336 Shares 57,863 Est. Cost $31.76 Unrealized +29.0%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $2,191 Shares 37,581 Est. Cost $32.61 Unrealized +66.9%
AMGN AMGEN INC 0.5%
Value ($000) $2,174 Shares 8,090 Est. Cost $188.30 Unrealized +23.1%
CVS CVS HEALTH CORP 0.5%
Value ($000) $2,158 Shares 30,909 Est. Cost $66.25 Unrealized -2.5%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,126 Shares 65,587 Est. Cost $34.86 Unrealized -16.8%
ZTS ZOETIS INC 0.5%
Value ($000) $2,123 Shares 12,203 Est. Cost $164.25 Unrealized +7.7%
INTC INTEL CORP 0.5%
Value ($000) $2,017 Shares 56,739 Est. Cost $37.56 Unrealized -8.9%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $2,014 Shares 21,220 Est. Cost $60.57 Unrealized +39.2%
BELDORE CAPITAL FUND LLC 0.5%
Value ($000) $1,984 Shares 4,885 Est. Cost $406.16 Unrealized
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $1,964 Shares 637 Est. Cost $1822.59 Unrealized +63.5%
EMR EMERSON ELEC CO 0.5%
Value ($000) $1,932 Shares 20,004 Est. Cost $71.18 Unrealized +28.1%
META META PLATFORMS INC 0.5%
Value ($000) $1,803 Shares 6,005 Est. Cost $253.02 Unrealized +18.3%
PFE PFIZER INC 0.4%
Value ($000) $1,760 Shares 53,062 Est. Cost $25.53 Unrealized +19.8%
KO COCA COLA CO 0.4%
Value ($000) $1,647 Shares 29,420 Est. Cost $44.46 Unrealized +25.3%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,606 Shares 30,413 Est. Cost $41.21 Unrealized +27.3%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $1,598 Shares 18,683 Est. Cost $50.63 Unrealized +65.7%
CMI CUMMINS INC 0.4%
Value ($000) $1,594 Shares 6,977 Est. Cost $139.10 Unrealized +64.3%
TXN TEXAS INSTRS INC 0.4%
Value ($000) $1,567 Shares 9,853 Est. Cost $143.46 Unrealized +10.8%
IDXX IDEXX LABS INC 0.4%
Value ($000) $1,544 Shares 3,531 Est. Cost $555.56 Unrealized -10.2%
GE GENERAL ELECTRIC CO 0.4%
Value ($000) $1,533 Shares 13,866 Est. Cost $63.01 Unrealized +40.7%
DD DUPONT DE NEMOURS INC 0.4%
Value ($000) $1,495 Shares 20,047 Est. Cost $21.43 Unrealized +39.5%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $1,476 Shares 10,594 Est. Cost $93.36 Unrealized +28.9%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,462 Shares 18,042 Est. Cost $127.45 Unrealized -34.5%
SBUX STARBUCKS CORP 0.4%
Value ($000) $1,456 Shares 15,949 Est. Cost $98.97 Unrealized -6.6%
WTFC WINTRUST FINL CORP 0.4%
Value ($000) $1,452 Shares 19,237 Est. Cost $47.53 Unrealized +65.5%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,402 Shares 24,164 Est. Cost $49.72 Unrealized +9.3%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $1,376 Shares 19,828 Est. Cost $41.69 Unrealized +61.2%
AON AON PLC 0.3%
Value ($000) $1,352 Shares 4,170 Est. Cost $227.88 Unrealized +42.7%
AVGO BROADCOM INC 0.3%
Value ($000) $1,292 Shares 1,556 Est. Cost $52.04 Unrealized +61.4%
WSO WATSCO INC 0.3%
Value ($000) $1,264 Shares 3,347 Est. Cost $285.41 Unrealized +26.7%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1,262 Shares 11,647 Est. Cost $79.72 Unrealized +37.1%
C CITIGROUP INC 0.3%
Value ($000) $1,246 Shares 30,298 Est. Cost $40.58 Unrealized -0.3%
ECL ECOLAB INC 0.3%
Value ($000) $1,222 Shares 7,213 Est. Cost $188.34 Unrealized -5.9%
APDS2 PROPERTIES LLC 0.3%
Value ($000) $1,221 Shares 1 Est. Cost $485000.00 Unrealized
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,220 Shares 6,681 Est. Cost $120.84 Unrealized +43.4%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,204 Shares 4,722 Est. Cost $207.18 Unrealized +26.6%
T AT&T INC 0.3%
Value ($000) $1,203 Shares 80,100 Est. Cost $13.91 Unrealized -6.9%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,185 Shares 8,446 Est. Cost $105.97 Unrealized +24.3%
LAM RESEARCH CORP 0.3%
Value ($000) $1,183 Shares 1,888 Est. Cost $362.74 Unrealized
CRM SALESFORCE INC 0.3%
Value ($000) $1,182 Shares 5,828 Est. Cost $229.73 Unrealized -7.1%
RNR RENAISSANCERE HLDGS LTD 0.3%
Value ($000) $1,171 Shares 5,915 Est. Cost $167.61 Unrealized +14.8%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,163 Shares 7,464 Est. Cost $161.87 Unrealized -6.3%
DXCM DEXCOM INC 0.3%
Value ($000) $1,163 Shares 12,460 Est. Cost $98.76 Unrealized +14.1%
LOW LOWES COS INC 0.3%
Value ($000) $1,157 Shares 5,566 Est. Cost $134.16 Unrealized +60.2%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $1,154 Shares 3,500 Est. Cost $119.75 Unrealized +176.1%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,128 Shares 9,184 Est. Cost $108.81 Unrealized +5.8%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $1,123 Shares 2,219 Est. Cost $286.24 Unrealized +84.8%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,118 Shares 6,818 Est. Cost $59.92 Unrealized
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,102 Shares 5,598 Est. Cost $117.99 Unrealized +73.7%
TYL TYLER TECHNOLOGIES INC 0.3%
Value ($000) $1,088 Shares 2,818 Est. Cost $432.25 Unrealized -9.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $1,083 Shares 591 Est. Cost $36.26 Unrealized +7.5%
VICOF II FEEDER, LP 0.3%
Value ($000) $1,082 Shares 1 Est. Cost $188400.00 Unrealized
OXY OCCIDENTAL PETE CORP 0.3%
Value ($000) $1,044 Shares 16,093 Est. Cost $55.20 Unrealized +9.2%
SJM SMUCKER J M CO 0.3%
Value ($000) $1,041 Shares 8,469 Est. Cost $106.28 Unrealized +22.1%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $1,036 Shares 8,574 Est. Cost $106.58 Unrealized +10.5%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $1,026 Shares 13,345 Est. Cost $77.69 Unrealized +6.6%
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
WEATHERLOW OFFSHORE FUND I LTD 0.3%
Value ($000) $1,020 Shares 1,000 Est. Cost $1020.17 Unrealized
HAS HASBRO INC 0.3%
Value ($000) $1,004 Shares 15,177 Est. Cost $66.54 Unrealized -10.4%
KMX CARMAX INC 0.3%
Value ($000) $1,000 Shares 14,143 Est. Cost $89.92 Unrealized -8.9%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $942 Shares 8,560 Est. Cost $107.77 Unrealized +3.2%
WDAY WORKDAY INC 0.2%
Value ($000) $938 Shares 4,366 Est. Cost $237.61 Unrealized -2.4%
POOL POOL CORP 0.2%
Value ($000) $937 Shares 2,630 Est. Cost $388.22 Unrealized -9.4%
RTX RTX CORPORATION 0.2%
Value ($000) $936 Shares 13,006 Est. Cost $62.75 Unrealized +29.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $923 Shares 16,116 Est. Cost $60.84 Unrealized +5.9%
BA BOEING CO 0.2%
Value ($000) $914 Shares 4,770 Est. Cost $183.47 Unrealized +19.2%
CENTRAL PARK NORTH OZ INVESTORS LP 0.2%
Value ($000) $904 Shares 1 Est. Cost $950000.00 Unrealized
SRE SEMPRA 0.2%
Value ($000) $881 Shares 12,944 Est. Cost $56.26 Unrealized +18.4%
QCOM QUALCOMM INC 0.2%
Value ($000) $867 Shares 7,804 Est. Cost $123.82 Unrealized -11.1%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $863 Shares 2,362 Est. Cost $234.10 Unrealized +64.8%
WMT WALMART INC 0.2%
Value ($000) $855 Shares 5,348 Est. Cost $35.81 Unrealized +44.7%
FISV FISERV INC 0.2%
Value ($000) $855 Shares 7,567 Est. Cost $88.98 Unrealized +38.4%
LIN LINDE PLC 0.2%
Value ($000) $855 Shares 2,295 Est. Cost $322.30 Unrealized +14.5%
BX BLACKSTONE INC 0.2%
Value ($000) $846 Shares 7,892 Est. Cost $86.46 Unrealized +12.7%
WAB WABTEC 0.2%
Value ($000) $838 Shares 7,890 Est. Cost $73.37 Unrealized +50.0%
STT STATE STR CORP 0.2%
Value ($000) $827 Shares 12,351 Est. Cost $62.62 Unrealized +3.6%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $803 Shares 3,424 Est. Cost $85.35 Unrealized +38.7%
USB US BANCORP DEL 0.2%
Value ($000) $799 Shares 24,165 Est. Cost $42.27 Unrealized -23.1%
BLACKROCK INC 0.2%
Value ($000) $795 Shares 1,230 Est. Cost $749.52 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $777 Shares 12,011 Est. Cost $53.36 Unrealized +19.5%
DE DEERE & CO 0.2%
Value ($000) $776 Shares 2,056 Est. Cost $365.47 Unrealized +8.9%
MDT MEDTRONIC PLC 0.2%
Value ($000) $776 Shares 9,901 Est. Cost $72.02 Unrealized +8.0%
BAX BAXTER INTL INC 0.2%
Value ($000) $774 Shares 20,516 Est. Cost $51.35 Unrealized -21.8%
MO ALTRIA GROUP INC 0.2%
Value ($000) $766 Shares 18,211 Est. Cost $29.63 Unrealized +22.9%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $757 Shares 29,902 Est. Cost $23.20 Unrealized +5.6%
BP BP PLC 0.2%
Value ($000) $757 Shares 19,561 Est. Cost $35.94 Unrealized
MMM 3M CO 0.2%
Value ($000) $749 Shares 8,000 Est. Cost $113.30 Unrealized -29.8%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $745 Shares 8,868 Est. Cost $32.32 Unrealized +30.4%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $731 Shares 9,072 Est. Cost $78.28 Unrealized +1.9%
CAT CATERPILLAR INC 0.2%
Value ($000) $730 Shares 2,674 Est. Cost $196.45 Unrealized +33.1%
NKE NIKE INC 0.2%
Value ($000) $696 Shares 7,278 Est. Cost $128.57 Unrealized -23.6%
HESS CORP 0.2%
Value ($000) $676 Shares 4,420 Est. Cost $93.19 Unrealized
VALOR EQUITY PARTNERS IV-A LP 0.2%
Value ($000) $674 Shares 1 Est. Cost $281000.00 Unrealized
HEI HEICO CORP NEW 0.2%
Value ($000) $665 Shares 4,105 Est. Cost $136.27 Unrealized +24.5%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $658 Shares 2,322 Est. Cost $239.90 Unrealized +14.6%
EXAS EXACT SCIENCES CORP 0.2%
Value ($000) $651 Shares 9,536 Est. Cost $98.33 Unrealized -13.7%
CPRT COPART INC 0.2%
Value ($000) $650 Shares 15,086 Est. Cost $38.34 Unrealized +15.9%
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $623 Shares 3,072 Est. Cost $174.58 Unrealized +12.1%
CSX CSX CORP 0.2%
Value ($000) $613 Shares 19,935 Est. Cost $28.05 Unrealized +9.0%
TGT TARGET CORP 0.2%
Value ($000) $605 Shares 5,468 Est. Cost $138.51 Unrealized -16.0%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $602 Shares 27,083 Est. Cost $56.03 Unrealized
INTU INTUIT 0.2%
Value ($000) $601 Shares 1,176 Est. Cost $431.79 Unrealized +15.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $599 Shares 4,524 Est. Cost $176.97 Unrealized -16.3%
URBAN PARTNERS LP 0.1%
Value ($000) $596 Shares 1 Est. Cost $1000000.00 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $594 Shares 5,759 Est. Cost $106.55 Unrealized +2.8%
SGGM U.S. 2 LP 0.1%
Value ($000) $593 Shares 1 Est. Cost $444000.00 Unrealized
AEE AMEREN CORP 0.1%
Value ($000) $588 Shares 7,856 Est. Cost $62.97 Unrealized +19.9%
TSLA TESLA INC 0.1%
Value ($000) $581 Shares 2,320 Est. Cost $250.21 Unrealized +2.7%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $577 Shares 10,427 Est. Cost $60.16 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $570 Shares 6,306 Est. Cost $50.09 Unrealized
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $561 Shares 9,071 Est. Cost $57.16 Unrealized -0.9%
AFL AFLAC INC 0.1%
Value ($000) $556 Shares 7,249 Est. Cost $54.37 Unrealized +29.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $553 Shares 609 Est. Cost $39.69 Unrealized +58.0%
COP CONOCOPHILLIPS 0.1%
Value ($000) $548 Shares 4,578 Est. Cost $47.76 Unrealized +125.9%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $543 Shares 3,923 Est. Cost $105.01 Unrealized +33.7%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $537 Shares 7,551 Est. Cost $71.67 Unrealized -1.1%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $516 Shares 3,137 Est. Cost $185.64 Unrealized -9.7%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $495 Shares 1,692 Est. Cost $322.26 Unrealized -3.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $492 Shares 5,579 Est. Cost $58.26 Unrealized +43.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $488 Shares 2,728 Est. Cost $119.42 Unrealized +42.6%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $488 Shares 4,809 Est. Cost $71.82 Unrealized
OKE ONEOK INC NEW 0.1%
Value ($000) $463 Shares 7,307 Est. Cost $47.52 Unrealized +22.0%
AVENUE GLOBAL DISLOCATION 0.1%
Value ($000) $461 Shares 1 Est. Cost $265000.00 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $452 Shares 4,024 Est. Cost $112.23 Unrealized +0.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $450 Shares 25,929 Est. Cost $16.09 Unrealized 0.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $450 Shares 6,540 Est. Cost $56.34 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $448 Shares 647 Est. Cost $432.71 Unrealized +63.7%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $445 Shares 13,410 Est. Cost $28.77 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $445 Shares 10,882 Est. Cost $39.24 Unrealized +3.7%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $439 Shares 2,878 Est. Cost $71.24 Unrealized +119.0%
DOW DOW INC 0.1%
Value ($000) $438 Shares 8,498 Est. Cost $42.10 Unrealized +10.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $436 Shares 3,111 Est. Cost $135.67 Unrealized -1.3%
EOG EOG RES INC 0.1%
Value ($000) $435 Shares 3,434 Est. Cost $100.35 Unrealized +16.8%
FAST FASTENAL CO 0.1%
Value ($000) $435 Shares 7,954 Est. Cost $23.84 Unrealized +12.5%
PIONEER NAT RES CO 0.1%
Value ($000) $428 Shares 1,865 Est. Cost $193.02 Unrealized
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $423 Shares 8,053 Est. Cost $65.72 Unrealized -13.0%
SEVENTY-FIFTH STREET 0.1%
Value ($000) $423 Shares 1 Est. Cost $204000.00 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $416 Shares 6,109 Est. Cost $114.95 Unrealized -40.2%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $414 Shares 1,000 Est. Cost $195.60 Unrealized +97.7%
PSX PHILLIPS 66 0.1%
Value ($000) $411 Shares 3,423 Est. Cost $75.71 Unrealized +36.5%
CDW CDW CORP 0.1%
Value ($000) $395 Shares 1,956 Est. Cost $164.78 Unrealized +17.3%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $393 Shares 1,937 Est. Cost $34.52 Unrealized +20.4%
PRI PRIMERICA INC 0.1%
Value ($000) $388 Shares 2,000 Est. Cost $126.76 Unrealized +61.5%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $387 Shares 1,496 Est. Cost $226.13 Unrealized +14.2%
NEOG NEOGEN CORP 0.1%
Value ($000) $387 Shares 20,853 Est. Cost $18.69 Unrealized +16.5%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $380 Shares 4,870 Est. Cost $70.57 Unrealized +11.5%
PPG PPG INDS INC 0.1%
Value ($000) $379 Shares 2,922 Est. Cost $145.82 Unrealized -8.8%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $373 Shares 2,318 Est. Cost $137.49 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $370 Shares 8,681 Est. Cost $36.70 Unrealized +14.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $362 Shares 4,805 Est. Cost $43.45 Unrealized +71.7%
CI THE CIGNA GROUP 0.1%
Value ($000) $358 Shares 1,253 Est. Cost $194.33 Unrealized +40.4%
VMI VALMONT INDS INC 0.1%
Value ($000) $358 Shares 1,491 Est. Cost $229.49 Unrealized +12.0%
VEEV VEEVA SYS INC 0.1%
Value ($000) $356 Shares 1,752 Est. Cost $281.86 Unrealized -28.5%
CLX CLOROX CO DEL 0.1%
Value ($000) $354 Shares 2,701 Est. Cost $113.29 Unrealized +23.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $353 Shares 2,027 Est. Cost $202.08 Unrealized -13.4%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $352 Shares 3,073 Est. Cost $106.10 Unrealized +8.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $351 Shares 3,155 Est. Cost $100.66 Unrealized +2.9%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $345 Shares 1,371 Est. Cost $173.17 Unrealized +43.9%
ETN EATON CORP PLC 0.1%
Value ($000) $343 Shares 1,608 Est. Cost $136.07 Unrealized +54.1%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $343 Shares 4,944 Est. Cost $99.19 Unrealized -19.0%
RH RH 0.1%
Value ($000) $341 Shares 1,290 Est. Cost $688.27 Unrealized -49.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $340 Shares 5,025 Est. Cost $59.99 Unrealized +10.7%
SPLUNK INC 0.1%
Value ($000) $338 Shares 2,310 Est. Cost $95.88 Unrealized
POWERSCHOOL HOLDINGS INC 0.1%
Value ($000) $335 Shares 14,805 Est. Cost $20.37 Unrealized
VALOR EQUITY PARTNERS V LP 0.1%
Value ($000) $333 Shares 1 Est. Cost $246000.00 Unrealized
PSTG PURE STORAGE INC 0.1%
Value ($000) $333 Shares 9,340 Est. Cost $21.15 Unrealized +75.4%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $327 Shares 1,145 Est. Cost $222.46 Unrealized +33.4%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $318 Shares 1,440 Est. Cost $155.28 Unrealized +36.0%
FERG1GBX FERGUSON PLC NEW 0.1%
Value ($000) $316 Shares 1,924 Est. Cost $164.47 Unrealized
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $315 Shares 3,797 Est. Cost $89.89 Unrealized -3.1%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $314 Shares 3,383 Est. Cost $69.85 Unrealized +39.1%
AGCO AGCO CORP 0.1%
Value ($000) $310 Shares 2,625 Est. Cost $109.77 Unrealized +10.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $308 Shares 4,531 Est. Cost $71.08 Unrealized +2.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $308 Shares 4,817 Est. Cost $57.65 Unrealized +12.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $303 Shares 1,733 Est. Cost $135.30 Unrealized +30.8%
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $295 Shares 4,000 Est. Cost $50.07 Unrealized +43.4%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $288 Shares 740 Est. Cost $192.36 Unrealized +103.5%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $287 Shares 1,460 Est. Cost $167.16 Unrealized +16.1%
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value ($000) $284 Shares 7 Est. Cost $40581.63 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $283 Shares 5,121 Est. Cost $48.05 Unrealized +11.2%
PARTNERSHIP INTEREST THE GILLICK- 0.1%
Value ($000) $281 Shares 19 Est. Cost $14789.47 Unrealized
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $280 Shares 14,900 Est. Cost $20.15 Unrealized -4.3%
PAYX PAYCHEX INC 0.1%
Value ($000) $279 Shares 2,419 Est. Cost $102.16 Unrealized +9.8%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $279 Shares 3,472 Est. Cost $77.07 Unrealized +6.6%
PHIN PHINIA INC 0.1%
Value ($000) $277 Shares 10,332 Est. Cost $26.06 Unrealized 0.0%
GDDY GODADDY INC 0.1%
Value ($000) $276 Shares 3,710 Est. Cost $78.34 Unrealized -5.8%
WSBF WATERSTONE FINL INC MD 0.1%
Value ($000) $274 Shares 25,000 Est. Cost $17.18 Unrealized -23.6%
KVUE KENVUE INC 0.1%
Value ($000) $272 Shares 13,549 Est. Cost $21.04 Unrealized 0.0%
CITIZENS BANK HOLDING CO NEW 0.1%
Value ($000) $272 Shares 1,424 Est. Cost $144.66 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $271 Shares 6,061 Est. Cost $59.47 Unrealized -25.9%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $267 Shares 6,244 Est. Cost $24.64 Unrealized +59.1%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $267 Shares 613 Est. Cost $467.38 Unrealized -6.6%
ROBO EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $267 Shares 5,300 Est. Cost $54.72 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $266 Shares 3,537 Est. Cost $72.67 Unrealized +2.3%
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
MDB MONGODB INC 0.1%
Value ($000) $258 Shares 745 Est. Cost $291.65 Unrealized +30.2%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $255 Shares 6,700 Est. Cost $36.23 Unrealized -0.2%
GPC GENUINE PARTS CO 0.1%
Value ($000) $255 Shares 1,764 Est. Cost $150.02 Unrealized -3.7%
UNILEVER PLC 0.1%
Value ($000) $252 Shares 5,102 Est. Cost $56.66 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $250 Shares 1,529 Est. Cost $158.52 Unrealized +0.8%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $244 Shares 2,715 Est. Cost $72.71 Unrealized +14.8%
BOH BANK HAWAII CORP 0.1%
Value ($000) $243 Shares 4,898 Est. Cost $58.08 Unrealized -21.1%
APDS1 PROPERTIES LLC 0.1%
Value ($000) $242 Shares 1 Est. Cost $237000.00 Unrealized
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $242 Shares 11,602 Est. Cost $36.30 Unrealized -36.8%
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $239 Shares 9,824 Est. Cost $23.35 Unrealized 0.0%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $238 Shares 1,525 Est. Cost $104.56 Unrealized +37.5%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $238 Shares 2,251 Est. Cost $201.23 Unrealized -29.6%
BJ BJS WHSL CLUB HLDGS INC 0.1%
Value ($000) $236 Shares 3,310 Est. Cost $72.10 Unrealized -6.7%
VALOR EQUITY PARTNERS III-A LP 0.1%
Value ($000) $236 Shares 1 Est. Cost $205000.00 Unrealized
ROL ROLLINS INC 0.1%
Value ($000) $235 Shares 6,306 Est. Cost $32.91 Unrealized +19.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $231 Shares 2,669 Est. Cost $67.05 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $231 Shares 3,394 Est. Cost $57.76 Unrealized +14.8%
SBAC SBA COMMUNICATIONS CORP NEW 0.1%
Value ($000) $228 Shares 1,140 Est. Cost $212.78 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $227 Shares 4,190 Est. Cost $48.12 Unrealized +21.6%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $223 Shares 1,485 Est. Cost $150.05 Unrealized 0.0%
EXC EXELON CORP 0.1%
Value ($000) $222 Shares 5,882 Est. Cost $37.40 Unrealized -0.4%
ALC ALCON AG 0.1%
Value ($000) $216 Shares 2,800 Est. Cost $70.46 Unrealized +15.9%
NFLX NETFLIX INC 0.1%
Value ($000) $213 Shares 565 Est. Cost $36.83 Unrealized +15.1%
RYAN RYAN SPECIALTY HOLDINGS INC 0.1%
Value ($000) $212 Shares 4,388 Est. Cost $46.34 Unrealized 0.0%
MAS MASCO CORP 0.1%
Value ($000) $211 Shares 3,939 Est. Cost $49.92 Unrealized +10.8%
JBL JABIL INC 0.1%
Value ($000) $208 Shares 1,643 Est. Cost $108.78 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $207 Shares 12,507 Est. Cost $13.28 Unrealized +14.8%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $205 Shares 502 Est. Cost $199.48 Unrealized 0.0%
MNTK MONTAUK RENEWABLES INC 0.0%
Value ($000) $185 Shares 20,350 Est. Cost $7.12 Unrealized +26.0%
VTRS VIATRIS INC 0.0%
Value ($000) $182 Shares 18,450 Est. Cost $10.09 Unrealized -7.5%
QNST QUINSTREET INC 0.0%
Value ($000) $163 Shares 18,155 Est. Cost $20.56 Unrealized -55.0%
MRCC MONROE CAP CORP 0.0%
Value ($000) $140 Shares 18,765 Est. Cost $6.31 Unrealized -9.1%
ALTUS POWER INC 0.0%
Value ($000) $127 Shares 24,270 Est. Cost $5.25 Unrealized
MFDB MUTUAL FED BANCORP INC 0.0%
Value ($000) $121 Shares 68,255 Est. Cost $2.81 Unrealized -36.8%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $70 Shares 16,700 Est. Cost $5.20 Unrealized -25.8%
AIOT POWERFLEET INC 0.0%
Value ($000) $31 Shares 14,765 Est. Cost $2.85 Unrealized -15.7%