CHICAGO TRUST Co NA Diversified Active

CIK: 0001601539 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 16, 2024

Total Value ($000): $449,765 (100.0% shares, 0.0% debt)

Holdings (280)

KENILWORTH INVESTORS L.P. 6.2%
Value ($000) $27,701 Shares 99 Est. Cost $279804.28 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $24,881 Shares 129,233 Est. Cost $97.21 Unrealized +88.1%
MSFT MICROSOFT CORP 5.3%
Value ($000) $23,620 Shares 62,813 Est. Cost $129.99 Unrealized +169.5%
KENILWORTH INVESTORS II 3.0%
Value ($000) $13,411 Shares 99 Est. Cost $135466.10 Unrealized
ABT ABBOTT LABS 2.7%
Value ($000) $11,951 Shares 108,580 Est. Cost $87.70 Unrealized +9.5%
LFI CAPITAL ACCOUNT 2.5%
Value ($000) $11,205 Shares 100 Est. Cost $123970.00 Unrealized
ABBV ABBVIE INC 2.2%
Value ($000) $9,977 Shares 64,379 Est. Cost $65.30 Unrealized +107.8%
CME CME GROUP INC 1.6%
Value ($000) $7,114 Shares 33,780 Est. Cost $171.24 Unrealized +13.7%
AP PROPERTIES LTD 1.5%
Value ($000) $6,807 Shares 1 Est. Cost $2350000.00 Unrealized
AMZN AMAZON COM INC 1.4%
Value ($000) $6,503 Shares 42,802 Est. Cost $126.98 Unrealized +10.4%
UNH UNITEDHEALTH GROUP INC 1.4%
Value ($000) $6,502 Shares 12,350 Est. Cost $227.14 Unrealized +125.1%
NVDA NVIDIA CORPORATION 1.4%
Value ($000) $6,350 Shares 12,822 Est. Cost $22.96 Unrealized +101.7%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $5,448 Shares 54,490 Est. Cost $54.51 Unrealized +79.0%
GOOG ALPHABET INC 1.2%
Value ($000) $5,227 Shares 37,087 Est. Cost $109.21 Unrealized +23.3%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $5,131 Shares 34,396 Est. Cost $73.89 Unrealized +86.5%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $5,110 Shares 30,041 Est. Cost $69.58 Unrealized +108.2%
MRK MERCK & CO INC 1.1%
Value ($000) $4,957 Shares 45,470 Est. Cost $49.87 Unrealized +94.1%
V VISA INC 1.0%
Value ($000) $4,678 Shares 17,967 Est. Cost $212.80 Unrealized +14.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $4,220 Shares 30,213 Est. Cost $106.75 Unrealized +24.9%
AXP AMERICAN EXPRESS CO 0.9%
Value ($000) $3,982 Shares 21,253 Est. Cost $79.55 Unrealized +97.4%
PEP PEPSICO INC 0.9%
Value ($000) $3,911 Shares 23,025 Est. Cost $84.96 Unrealized +81.0%
INTC INTEL CORP 0.9%
Value ($000) $3,823 Shares 76,081 Est. Cost $38.19 Unrealized +4.8%
MCK MCKESSON CORP 0.8%
Value ($000) $3,802 Shares 8,212 Est. Cost $171.81 Unrealized +162.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $3,668 Shares 10,283 Est. Cost $158.68 Unrealized +121.2%
BAC BANK AMERICA CORP 0.8%
Value ($000) $3,621 Shares 107,554 Est. Cost $21.07 Unrealized +31.1%
CB CHUBB LIMITED 0.8%
Value ($000) $3,613 Shares 15,988 Est. Cost $108.07 Unrealized +97.8%
ORCL ORACLE CORP 0.8%
Value ($000) $3,443 Shares 32,655 Est. Cost $50.43 Unrealized +111.6%
LLY ELI LILLY & CO 0.7%
Value ($000) $3,336 Shares 5,723 Est. Cost $120.71 Unrealized +376.4%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $3,320 Shares 7,326 Est. Cost $164.42 Unrealized +153.9%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $3,064 Shares 8,732 Est. Cost $267.30 Unrealized +17.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $3,049 Shares 10,283 Est. Cost $112.65 Unrealized +129.6%
UNP UNION PAC CORP 0.7%
Value ($000) $3,008 Shares 12,247 Est. Cost $104.33 Unrealized +100.5%
DHR DANAHER CORPORATION 0.7%
Value ($000) $2,987 Shares 12,910 Est. Cost $217.21 Unrealized -3.2%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $2,915 Shares 66,484 Est. Cost $36.10 Unrealized +11.1%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $2,899 Shares 12,442 Est. Cost $149.17 Unrealized +48.8%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $2,881 Shares 18,382 Est. Cost $106.87 Unrealized +34.4%
ADBE ADOBE INC 0.6%
Value ($000) $2,881 Shares 4,829 Est. Cost $454.06 Unrealized +27.0%
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $2,807 Shares 10,716 Est. Cost $173.89 Unrealized +30.7%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.6%
Value ($000) $2,768 Shares 45,260 Est. Cost $37.99 Unrealized +50.8%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,753 Shares 18,789 Est. Cost $89.68 Unrealized +56.8%
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,688 Shares 12,818 Est. Cost $111.44 Unrealized +54.6%
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $2,666 Shares 4,039 Est. Cost $304.65 Unrealized +88.2%
SHEL SHELL PLC 0.6%
Value ($000) $2,571 Shares 39,066 Est. Cost $54.93 Unrealized
SYK STRYKER CORPORATION 0.6%
Value ($000) $2,541 Shares 8,484 Est. Cost $234.92 Unrealized +17.0%
HD HOME DEPOT INC 0.6%
Value ($000) $2,502 Shares 7,220 Est. Cost $215.67 Unrealized +36.2%
CSCO CISCO SYS INC 0.6%
Value ($000) $2,478 Shares 49,047 Est. Cost $37.28 Unrealized +28.7%
ZTS ZOETIS INC 0.5%
Value ($000) $2,459 Shares 12,460 Est. Cost $164.43 Unrealized +5.1%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $2,442 Shares 25,953 Est. Cost $61.04 Unrealized +37.1%
VERONA ASSOCIATES LP 96.5 PERCENT 0.5%
Value ($000) $2,331 Shares 1 Est. Cost $2330638.00 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $2,297 Shares 7,974 Est. Cost $188.30 Unrealized +35.5%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,198 Shares 5,154 Est. Cost $337.21 Unrealized +17.8%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $2,192 Shares 618 Est. Cost $1822.59 Unrealized +68.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,171 Shares 4 Est. Cost $386204.40 Unrealized +38.2%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $2,148 Shares 20,716 Est. Cost $60.57 Unrealized +43.0%
BELDORE CAPITAL FUND LLC 0.5%
Value ($000) $2,117 Shares 4,885 Est. Cost $406.16 Unrealized
DOWD AVENUE 88 PERCENT INTEREST 0.5%
Value ($000) $2,038 Shares 1 Est. Cost $2038288.00 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,990 Shares 20,450 Est. Cost $71.55 Unrealized +23.1%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,955 Shares 37,576 Est. Cost $32.61 Unrealized +57.0%
CVS CVS HEALTH CORP 0.4%
Value ($000) $1,883 Shares 23,843 Est. Cost $66.25 Unrealized -1.3%
BWA BORGWARNER INC 0.4%
Value ($000) $1,780 Shares 49,651 Est. Cost $31.76 Unrealized +9.0%
AVGO BROADCOM INC 0.4%
Value ($000) $1,755 Shares 1,572 Est. Cost $52.45 Unrealized +75.9%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,737 Shares 46,085 Est. Cost $34.86 Unrealized -11.1%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,724 Shares 29,815 Est. Cost $41.21 Unrealized +29.5%
IDXX IDEXX LABS INC 0.4%
Value ($000) $1,707 Shares 3,075 Est. Cost $555.56 Unrealized -15.5%
META META PLATFORMS INC 0.4%
Value ($000) $1,706 Shares 4,819 Est. Cost $253.02 Unrealized +27.8%
WTFC WINTRUST FINL CORP 0.4%
Value ($000) $1,691 Shares 18,237 Est. Cost $47.53 Unrealized +73.9%
LAM RESEARCH CORP 0.4%
Value ($000) $1,676 Shares 2,140 Est. Cost $412.26 Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $1,658 Shares 10,407 Est. Cost $93.36 Unrealized +53.5%
CMI CUMMINS INC 0.4%
Value ($000) $1,651 Shares 6,893 Est. Cost $139.10 Unrealized +55.9%
GE GENERAL ELECTRIC CO 0.3%
Value ($000) $1,565 Shares 12,259 Est. Cost $63.01 Unrealized +45.2%
KO COCA COLA CO 0.3%
Value ($000) $1,522 Shares 25,826 Est. Cost $44.46 Unrealized +19.8%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1,515 Shares 12,059 Est. Cost $80.70 Unrealized +34.4%
WEATHERLOW OFFSHORE FUND I LTD 0.3%
Value ($000) $1,479 Shares 1,000 Est. Cost $1020.17 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $1,473 Shares 7,426 Est. Cost $187.98 Unrealized -6.5%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,442 Shares 4,622 Est. Cost $207.18 Unrealized +27.4%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,429 Shares 18,575 Est. Cost $21.43 Unrealized +35.4%
CRM SALESFORCE INC 0.3%
Value ($000) $1,413 Shares 5,371 Est. Cost $229.73 Unrealized -2.7%
WSO WATSCO INC 0.3%
Value ($000) $1,413 Shares 3,297 Est. Cost $285.41 Unrealized +35.8%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $1,398 Shares 8,546 Est. Cost $106.38 Unrealized +33.0%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,352 Shares 7,026 Est. Cost $63.84 Unrealized
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,341 Shares 8,658 Est. Cost $108.81 Unrealized +10.2%
BA BOEING CO 0.3%
Value ($000) $1,340 Shares 5,140 Est. Cost $185.66 Unrealized +15.2%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,337 Shares 6,614 Est. Cost $120.84 Unrealized +48.5%
SBUX STARBUCKS CORP 0.3%
Value ($000) $1,333 Shares 13,879 Est. Cost $98.97 Unrealized -6.9%
DXCM DEXCOM INC 0.3%
Value ($000) $1,329 Shares 10,710 Est. Cost $98.76 Unrealized +3.4%
NSC NORFOLK SOUTHN CORP 0.3%
Value ($000) $1,322 Shares 5,594 Est. Cost $117.99 Unrealized +69.6%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,278 Shares 14,153 Est. Cost $127.45 Unrealized -32.4%
MMM 3M CO 0.3%
Value ($000) $1,265 Shares 11,569 Est. Cost $101.65 Unrealized -25.7%
AMP AMERIPRISE FINL INC 0.3%
Value ($000) $1,263 Shares 3,325 Est. Cost $119.75 Unrealized +178.5%
APDS2 PROPERTIES LLC 0.3%
Value ($000) $1,221 Shares 1 Est. Cost $485000.00 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $1,217 Shares 5,469 Est. Cost $134.16 Unrealized +45.1%
WDAY WORKDAY INC 0.3%
Value ($000) $1,205 Shares 4,365 Est. Cost $237.61 Unrealized +0.2%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $1,180 Shares 516 Est. Cost $36.26 Unrealized +14.8%
TYL TYLER TECHNOLOGIES INC 0.3%
Value ($000) $1,178 Shares 2,818 Est. Cost $432.25 Unrealized -7.5%
AON AON PLC 0.3%
Value ($000) $1,169 Shares 4,016 Est. Cost $227.88 Unrealized +38.4%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $1,166 Shares 13,345 Est. Cost $77.69 Unrealized +4.2%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,145 Shares 7,284 Est. Cost $161.87 Unrealized -17.1%
C CITIGROUP INC 0.3%
Value ($000) $1,143 Shares 22,211 Est. Cost $40.58 Unrealized +1.9%
RELATIVE VALUE PARTNERS 0.3%
Value ($000) $1,125 Shares 1 Est. Cost $1125035.00 Unrealized
WAB WABTEC 0.2%
Value ($000) $1,072 Shares 8,451 Est. Cost $75.91 Unrealized +47.1%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $1,063 Shares 11,683 Est. Cost $50.63 Unrealized +64.0%
LIN LINDE PLC 0.2%
Value ($000) $1,049 Shares 2,554 Est. Cost $328.52 Unrealized +16.8%
POOL POOL CORP 0.2%
Value ($000) $1,049 Shares 2,630 Est. Cost $388.22 Unrealized -12.4%
RNR RENAISSANCERE HLDGS LTD 0.2%
Value ($000) $1,041 Shares 5,310 Est. Cost $167.61 Unrealized +24.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $1,030 Shares 1,940 Est. Cost $286.24 Unrealized +68.0%
USB US BANCORP DEL 0.2%
Value ($000) $1,022 Shares 23,614 Est. Cost $42.27 Unrealized -21.7%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1,012 Shares 7,883 Est. Cost $107.77 Unrealized +2.5%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $1,009 Shares 8,303 Est. Cost $106.58 Unrealized +4.3%
FISV FISERV INC 0.2%
Value ($000) $997 Shares 7,502 Est. Cost $88.98 Unrealized +37.9%
PFE PFIZER INC 0.2%
Value ($000) $991 Shares 34,430 Est. Cost $25.53 Unrealized +3.4%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $974 Shares 3,304 Est. Cost $85.35 Unrealized +56.7%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $963 Shares 27,921 Est. Cost $23.20 Unrealized +10.1%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $961 Shares 2,182 Est. Cost $234.10 Unrealized +65.8%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $957 Shares 4,432 Est. Cost $182.57 Unrealized -4.1%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $938 Shares 12,949 Est. Cost $41.69 Unrealized +54.3%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $924 Shares 15,217 Est. Cost $60.84 Unrealized -12.1%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $909 Shares 17,725 Est. Cost $49.72 Unrealized -5.4%
T AT&T INC 0.2%
Value ($000) $907 Shares 54,054 Est. Cost $13.91 Unrealized +2.2%
CENTRAL PARK NORTH OZ INVESTORS LP 0.2%
Value ($000) $904 Shares 1 Est. Cost $950000.00 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $886 Shares 10,529 Est. Cost $62.75 Unrealized +20.5%
SJM SMUCKER J M CO 0.2%
Value ($000) $885 Shares 7,001 Est. Cost $106.28 Unrealized +0.5%
SRE SEMPRA 0.2%
Value ($000) $879 Shares 11,766 Est. Cost $56.26 Unrealized +18.6%
WMT WALMART INC 0.2%
Value ($000) $877 Shares 5,566 Est. Cost $36.43 Unrealized +41.7%
APH AMPHENOL CORP NEW 0.2%
Value ($000) $877 Shares 8,843 Est. Cost $32.32 Unrealized +34.3%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $858 Shares 5,034 Est. Cost $143.46 Unrealized +1.4%
THOMA BRAVO EXECUTIVE FUND XIII, LP 0.2%
Value ($000) $826 Shares 1 Est. Cost $826314.00 Unrealized
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $808 Shares 13,531 Est. Cost $55.20 Unrealized +6.2%
GENERATOR VENTURES LP 0.2%
Value ($000) $799 Shares 2 Est. Cost $399380.50 Unrealized
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $796 Shares 5,246 Est. Cost $106.55 Unrealized +14.0%
BLACKROCK INC 0.2%
Value ($000) $796 Shares 980 Est. Cost $749.52 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $787 Shares 5,439 Est. Cost $123.82 Unrealized -4.4%
VICOF II FEEDER, LP 0.2%
Value ($000) $780 Shares 1 Est. Cost $339120.00 Unrealized
VICOF II FEEDER, LP 0.2%
Value ($000) $780 Shares 1 Est. Cost $188400.00 Unrealized
VICOF II FEEDER, LP 0.2%
Value ($000) $780 Shares 1 Est. Cost $197703.70 Unrealized
TT TRANE TECHNOLOGIES PLC 0.2%
Value ($000) $765 Shares 3,136 Est. Cost $175.40 Unrealized +22.3%
BX BLACKSTONE INC 0.2%
Value ($000) $750 Shares 5,727 Est. Cost $86.46 Unrealized +18.1%
CPRT COPART INC 0.2%
Value ($000) $739 Shares 15,086 Est. Cost $38.34 Unrealized +23.2%
STT STATE STR CORP 0.2%
Value ($000) $739 Shares 9,538 Est. Cost $62.62 Unrealized +3.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $738 Shares 8,961 Est. Cost $72.02 Unrealized -0.8%
DE DEERE & CO 0.2%
Value ($000) $706 Shares 1,766 Est. Cost $365.47 Unrealized -0.1%
WEC WEC ENERGY GROUP INC 0.2%
Value ($000) $704 Shares 8,359 Est. Cost $78.28 Unrealized -2.6%
HEI HEICO CORP NEW 0.2%
Value ($000) $703 Shares 3,928 Est. Cost $136.27 Unrealized +24.2%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $702 Shares 26,878 Est. Cost $56.03 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $702 Shares 4,410 Est. Cost $176.97 Unrealized -23.3%
CCOI COGENT COMMUNICATIONS HLDGS 0.2%
Value ($000) $690 Shares 9,071 Est. Cost $57.16 Unrealized +2.7%
CSX CSX CORP 0.2%
Value ($000) $689 Shares 19,877 Est. Cost $28.05 Unrealized +10.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $671 Shares 10,383 Est. Cost $60.16 Unrealized
GWW GRAINGER W W INC 0.1%
Value ($000) $656 Shares 792 Est. Cost $491.96 Unrealized +53.7%
HESS CORP 0.1%
Value ($000) $653 Shares 4,532 Est. Cost $94.45 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $644 Shares 2,593 Est. Cost $248.89 Unrealized -4.5%
INTU INTUIT 0.1%
Value ($000) $641 Shares 1,026 Est. Cost $431.79 Unrealized +26.1%
NKE NIKE INC 0.1%
Value ($000) $640 Shares 5,891 Est. Cost $128.57 Unrealized -19.9%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $639 Shares 2,333 Est. Cost $239.90 Unrealized +8.0%
SO SOUTHERN CO 0.1%
Value ($000) $629 Shares 8,972 Est. Cost $53.36 Unrealized +19.5%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $612 Shares 8,275 Est. Cost $98.33 Unrealized -33.3%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $604 Shares 3,724 Est. Cost $105.01 Unrealized +37.3%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $602 Shares 7,551 Est. Cost $71.67 Unrealized +0.1%
AFL AFLAC INC 0.1%
Value ($000) $598 Shares 7,249 Est. Cost $54.37 Unrealized +41.6%
URBAN PARTNERS LP 0.1%
Value ($000) $596 Shares 1 Est. Cost $1000000.00 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $575 Shares 4,038 Est. Cost $138.51 Unrealized -18.4%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $571 Shares 3,189 Est. Cost $80.13 Unrealized +102.7%
SGGM U.S. 2 LP 0.1%
Value ($000) $563 Shares 1 Est. Cost $444000.00 Unrealized
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value ($000) $562 Shares 7 Est. Cost $40581.63 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $561 Shares 2,728 Est. Cost $119.42 Unrealized +49.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $559 Shares 1,890 Est. Cost $196.45 Unrealized +27.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $556 Shares 14,798 Est. Cost $29.60 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $554 Shares 1,642 Est. Cost $322.26 Unrealized -7.5%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $543 Shares 4,766 Est. Cost $71.82 Unrealized
THOMA BRAVO EXECUTIVE FUND XIV, LP 0.1%
Value ($000) $541 Shares 1 Est. Cost $540954.00 Unrealized
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $533 Shares 10,829 Est. Cost $39.24 Unrealized +4.5%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $525 Shares 6,256 Est. Cost $50.09 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $522 Shares 13,494 Est. Cost $51.35 Unrealized -34.6%
KMX CARMAX INC 0.1%
Value ($000) $520 Shares 6,781 Est. Cost $89.92 Unrealized -25.2%
OKE ONEOK INC NEW 0.1%
Value ($000) $513 Shares 7,307 Est. Cost $47.52 Unrealized +27.0%
FAST FASTENAL CO 0.1%
Value ($000) $505 Shares 7,804 Est. Cost $23.84 Unrealized +20.3%
HAS HASBRO INC 0.1%
Value ($000) $503 Shares 9,842 Est. Cost $66.54 Unrealized -30.8%
PLD PROLOGIS INC. 0.1%
Value ($000) $498 Shares 3,736 Est. Cost $112.23 Unrealized -5.9%
BP BP PLC 0.1%
Value ($000) $492 Shares 13,902 Est. Cost $35.94 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $475 Shares 3,390 Est. Cost $102.33 Unrealized +21.9%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $471 Shares 6,540 Est. Cost $56.34 Unrealized
AVENUE GLOBAL DISLOCATION 0.1%
Value ($000) $464 Shares 1 Est. Cost $265000.00 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $464 Shares 5,997 Est. Cost $70.77 Unrealized -1.4%
CDW CDW CORP 0.1%
Value ($000) $461 Shares 2,030 Est. Cost $166.29 Unrealized +23.9%
AEE AMEREN CORP 0.1%
Value ($000) $456 Shares 6,301 Est. Cost $62.97 Unrealized +12.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $455 Shares 7,446 Est. Cost $65.72 Unrealized -16.9%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $446 Shares 2,495 Est. Cost $140.42 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $445 Shares 1,714 Est. Cost $167.90 Unrealized +39.5%
FERG1GBX FERGUSON PLC NEW 0.1%
Value ($000) $442 Shares 2,290 Est. Cost $169.04 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $437 Shares 2,920 Est. Cost $145.82 Unrealized -11.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $433 Shares 2,057 Est. Cost $201.75 Unrealized -10.8%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $426 Shares 8,175 Est. Cost $36.70 Unrealized +19.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $424 Shares 4,704 Est. Cost $70.57 Unrealized +9.1%
SEVENTY-FIFTH STREET 0.1%
Value ($000) $423 Shares 1 Est. Cost $204000.00 Unrealized
SEVENTY-FIFTH STREET 0.1%
Value ($000) $422 Shares 1 Est. Cost $422474.00 Unrealized
PIONEER NAT RES CO 0.1%
Value ($000) $419 Shares 1,865 Est. Cost $193.02 Unrealized
NEOG NEOGEN CORP 0.1%
Value ($000) $419 Shares 20,853 Est. Cost $18.69 Unrealized -9.4%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $417 Shares 1,937 Est. Cost $34.52 Unrealized +14.1%
PSX PHILLIPS 66 0.1%
Value ($000) $402 Shares 3,018 Est. Cost $75.71 Unrealized +46.7%
GDDY GODADDY INC 0.1%
Value ($000) $394 Shares 3,710 Est. Cost $78.34 Unrealized +14.2%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $376 Shares 4,925 Est. Cost $99.19 Unrealized -29.8%
CI THE CIGNA GROUP 0.1%
Value ($000) $374 Shares 1,249 Est. Cost $194.33 Unrealized +44.5%
DOW DOW INC 0.1%
Value ($000) $374 Shares 6,815 Est. Cost $42.10 Unrealized +6.1%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $363 Shares 770 Est. Cost $463.15 Unrealized -3.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.1%
Value ($000) $358 Shares 4,746 Est. Cost $59.99 Unrealized +11.2%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $358 Shares 377 Est. Cost $39.69 Unrealized +59.2%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $355 Shares 3,797 Est. Cost $89.89 Unrealized -4.3%
BOH BANK HAWAII CORP 0.1%
Value ($000) $355 Shares 4,898 Est. Cost $58.08 Unrealized -10.7%
SPLUNK INC 0.1%
Value ($000) $352 Shares 2,310 Est. Cost $95.88 Unrealized
POWERSCHOOL HOLDINGS INC 0.1%
Value ($000) $349 Shares 14,805 Est. Cost $20.37 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $348 Shares 2,442 Est. Cost $113.29 Unrealized +9.5%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $340 Shares 1,095 Est. Cost $222.46 Unrealized +21.4%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $339 Shares 735 Est. Cost $192.36 Unrealized +111.7%
VEEV VEEVA SYS INC 0.1%
Value ($000) $337 Shares 1,752 Est. Cost $281.86 Unrealized -33.2%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $336 Shares 3,464 Est. Cost $58.26 Unrealized +43.9%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $335 Shares 1,000 Est. Cost $195.60 Unrealized +89.0%
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $335 Shares 14,900 Est. Cost $20.15 Unrealized -9.7%
PSTG PURE STORAGE INC 0.1%
Value ($000) $333 Shares 9,340 Est. Cost $21.15 Unrealized +65.8%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $330 Shares 1,367 Est. Cost $173.17 Unrealized +31.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $330 Shares 4,079 Est. Cost $114.95 Unrealized -40.1%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $316 Shares 3,706 Est. Cost $59.09 Unrealized +24.6%
RH RH 0.1%
Value ($000) $312 Shares 1,072 Est. Cost $688.27 Unrealized -62.5%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $310 Shares 3,715 Est. Cost $70.63 Unrealized +11.3%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $305 Shares 1,353 Est. Cost $167.16 Unrealized +18.8%
MDB MONGODB INC 0.1%
Value ($000) $305 Shares 745 Est. Cost $291.65 Unrealized +30.1%
ROBO EXCHANGE TRADED CONCEPTS TR 0.1%
Value ($000) $304 Shares 5,300 Est. Cost $54.72 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $302 Shares 428 Est. Cost $126.04 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $302 Shares 1,520 Est. Cost $135.30 Unrealized +27.3%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $300 Shares 6,244 Est. Cost $24.64 Unrealized +77.6%
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $296 Shares 2,715 Est. Cost $72.71 Unrealized +31.2%
CCI CROWN CASTLE INC 0.1%
Value ($000) $292 Shares 2,537 Est. Cost $90.81 Unrealized 0.0%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $291 Shares 4,030 Est. Cost $43.45 Unrealized +56.0%
KVUE KENVUE INC 0.1%
Value ($000) $290 Shares 13,465 Est. Cost $21.04 Unrealized -12.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $288 Shares 2,419 Est. Cost $102.16 Unrealized +8.7%
ETN EATON CORP PLC 0.1%
Value ($000) $285 Shares 1,184 Est. Cost $136.07 Unrealized +58.4%
VMI VALMONT INDS INC 0.1%
Value ($000) $283 Shares 1,210 Est. Cost $229.49 Unrealized -4.2%
PARTNERSHIP INTEREST THE GILLICK- 0.1%
Value ($000) $281 Shares 19 Est. Cost $14789.47 Unrealized
SYY SYSCO CORP 0.1%
Value ($000) $278 Shares 3,803 Est. Cost $64.89 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $278 Shares 1,527 Est. Cost $150.39 Unrealized +7.9%
EOG EOG RES INC 0.1%
Value ($000) $277 Shares 2,292 Est. Cost $100.35 Unrealized +15.2%
ROL ROLLINS INC 0.1%
Value ($000) $275 Shares 6,306 Est. Cost $32.91 Unrealized +15.1%
NFLX NETFLIX INC 0.1%
Value ($000) $275 Shares 565 Est. Cost $36.83 Unrealized +18.5%
DHI D R HORTON INC 0.1%
Value ($000) $274 Shares 1,804 Est. Cost $120.55 Unrealized 0.0%
GPC GENUINE PARTS CO 0.1%
Value ($000) $273 Shares 1,971 Est. Cost $147.76 Unrealized -13.0%
CITIZENS BANK HOLDING CO NEW 0.1%
Value ($000) $272 Shares 1,424 Est. Cost $144.66 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $260 Shares 1,068 Est. Cost $226.13 Unrealized +4.6%
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
MO ALTRIA GROUP INC 0.1%
Value ($000) $260 Shares 6,442 Est. Cost $29.63 Unrealized +17.5%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $253 Shares 4,190 Est. Cost $48.12 Unrealized +11.4%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $246 Shares 1,375 Est. Cost $104.56 Unrealized +60.7%
APDS1 PROPERTIES LLC 0.1%
Value ($000) $242 Shares 1 Est. Cost $237000.00 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $238 Shares 2,932 Est. Cost $72.67 Unrealized -1.3%
OTIS OTIS WORLDWIDE CORP 0.1%
Value ($000) $238 Shares 2,658 Est. Cost $77.07 Unrealized +4.1%
QNST QUINSTREET INC 0.1%
Value ($000) $233 Shares 18,155 Est. Cost $20.56 Unrealized -45.2%
DG DOLLAR GEN CORP NEW 0.1%
Value ($000) $230 Shares 1,693 Est. Cost $201.23 Unrealized -42.4%
EXPD EXPEDITORS INTL WASH INC 0.1%
Value ($000) $228 Shares 1,793 Est. Cost $106.10 Unrealized +8.1%
UNILEVER PLC 0.1%
Value ($000) $228 Shares 4,702 Est. Cost $56.66 Unrealized
ASML ASML HOLDING N V 0.1%
Value ($000) $227 Shares 300 Est. Cost $756.92 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $222 Shares 1,882 Est. Cost $107.90 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $221 Shares 12,507 Est. Cost $13.28 Unrealized +15.5%
PODD INSULET CORP 0.0%
Value ($000) $219 Shares 1,010 Est. Cost $171.53 Unrealized 0.0%
ALC ALCON AG 0.0%
Value ($000) $219 Shares 2,800 Est. Cost $70.46 Unrealized +4.1%
PLXS PLEXUS CORP 0.0%
Value ($000) $216 Shares 2,000 Est. Cost $100.42 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $216 Shares 792 Est. Cost $257.66 Unrealized 0.0%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $215 Shares 213 Est. Cost $802.78 Unrealized 0.0%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $213 Shares 2,475 Est. Cost $80.91 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $208 Shares 3,621 Est. Cost $48.05 Unrealized +7.3%
EQIX EQUINIX INC 0.0%
Value ($000) $205 Shares 255 Est. Cost $733.71 Unrealized 0.0%
SAIC SCIENCE APPLICATIONS INTL CO 0.0%
Value ($000) $205 Shares 1,650 Est. Cost $116.38 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.0%
Value ($000) $203 Shares 502 Est. Cost $199.48 Unrealized -1.9%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $202 Shares 1,370 Est. Cost $117.86 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $201 Shares 2,995 Est. Cost $49.92 Unrealized +12.2%
MNTK MONTAUK RENEWABLES INC 0.0%
Value ($000) $181 Shares 20,350 Est. Cost $7.12 Unrealized +31.4%
NU NU HLDGS LTD 0.0%
Value ($000) $161 Shares 19,291 Est. Cost $8.08 Unrealized 0.0%
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $153 Shares 10,000 Est. Cost $15.30 Unrealized
MRCC MONROE CAP CORP 0.0%
Value ($000) $133 Shares 18,765 Est. Cost $6.31 Unrealized -15.7%
MFDB MUTUAL FED BANCORP INC 0.0%
Value ($000) $120 Shares 68,255 Est. Cost $2.81 Unrealized -34.8%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $73 Shares 16,700 Est. Cost $5.20 Unrealized -22.9%
AIOT POWERFLEET INC 0.0%
Value ($000) $53 Shares 15,595 Est. Cost $2.82 Unrealized -20.7%