CHICAGO TRUST Co NA Diversified Active

CIK: 0001601539 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 11, 2024

Total Value ($000): $492,975 (100.0% shares, 0.0% debt)

Holdings (320)

MSFT MICROSOFT CORP 6.2%
Value ($000) $30,483 Shares 68,202 Est. Cost $151.77 Unrealized +174.9%
KENILWORTH INVESTORS L.P. 5.6%
Value ($000) $27,701 Shares 99 Est. Cost $279804.28 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $27,286 Shares 129,549 Est. Cost $98.91 Unrealized +87.2%
NVDA NVIDIA CORPORATION 3.3%
Value ($000) $16,428 Shares 132,979 Est. Cost $93.90 Unrealized +7.6%
KENILWORTH INVESTORS II 2.7%
Value ($000) $13,411 Shares 99 Est. Cost $135466.10 Unrealized
LFI CAPITAL ACCOUNT 2.3%
Value ($000) $11,205 Shares 100 Est. Cost $123970.00 Unrealized
ABT ABBOTT LABS 2.2%
Value ($000) $10,625 Shares 102,250 Est. Cost $87.70 Unrealized +17.4%
ABBV ABBVIE INC 2.1%
Value ($000) $10,554 Shares 61,533 Est. Cost $66.51 Unrealized +136.2%
AMZN AMAZON COM INC 1.9%
Value ($000) $9,446 Shares 48,882 Est. Cost $133.21 Unrealized +37.9%
AP PROPERTIES LTD 1.5%
Value ($000) $7,357 Shares 1 Est. Cost $2350000.00 Unrealized
GOOG ALPHABET INC 1.4%
Value ($000) $6,975 Shares 38,027 Est. Cost $111.34 Unrealized +51.7%
JPM JPMORGAN CHASE & CO. 1.4%
Value ($000) $6,827 Shares 33,754 Est. Cost $82.47 Unrealized +129.4%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $6,530 Shares 56,727 Est. Cost $56.55 Unrealized +94.7%
UNH UNITEDHEALTH GROUP INC 1.2%
Value ($000) $6,072 Shares 11,923 Est. Cost $230.47 Unrealized +105.3%
MRK MERCK & CO INC 1.2%
Value ($000) $5,836 Shares 47,142 Est. Cost $51.96 Unrealized +134.3%
LLY ELI LILLY & CO 1.2%
Value ($000) $5,784 Shares 6,389 Est. Cost $183.65 Unrealized +330.7%
GOOGL ALPHABET INC 1.1%
Value ($000) $5,372 Shares 29,492 Est. Cost $106.75 Unrealized +56.8%
V VISA INC 1.1%
Value ($000) $5,335 Shares 20,326 Est. Cost $219.56 Unrealized +23.4%
ORCL ORACLE CORP 1.1%
Value ($000) $5,280 Shares 37,392 Est. Cost $60.60 Unrealized +101.8%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $5,238 Shares 33,484 Est. Cost $73.89 Unrealized +100.8%
AXP AMERICAN EXPRESS CO 1.0%
Value ($000) $5,164 Shares 22,304 Est. Cost $86.24 Unrealized +163.6%
MCK MCKESSON CORP 0.9%
Value ($000) $4,639 Shares 7,943 Est. Cost $171.81 Unrealized +221.6%
BAC BANK AMERICA CORP 0.9%
Value ($000) $4,221 Shares 106,127 Est. Cost $21.07 Unrealized +74.9%
CB CHUBB LIMITED 0.8%
Value ($000) $3,950 Shares 15,484 Est. Cost $108.07 Unrealized +133.9%
PEP PEPSICO INC 0.7%
Value ($000) $3,667 Shares 22,236 Est. Cost $84.96 Unrealized +91.1%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $3,566 Shares 4,195 Est. Cost $339.66 Unrealized +127.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $3,528 Shares 8,673 Est. Cost $158.68 Unrealized +157.5%
META META PLATFORMS INC 0.7%
Value ($000) $3,282 Shares 6,509 Est. Cost $309.66 Unrealized +56.1%
DHR DANAHER CORPORATION 0.6%
Value ($000) $3,197 Shares 12,797 Est. Cost $217.54 Unrealized +15.0%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $3,017 Shares 6,458 Est. Cost $164.42 Unrealized +168.6%
ADBE ADOBE INC 0.6%
Value ($000) $2,995 Shares 5,392 Est. Cost $459.73 Unrealized +5.3%
AVGO BROADCOM INC 0.6%
Value ($000) $2,978 Shares 1,855 Est. Cost $63.83 Unrealized +115.7%
SHEL SHELL PLC 0.6%
Value ($000) $2,975 Shares 41,218 Est. Cost $55.75 Unrealized
LAM RESEARCH CORP 0.6%
Value ($000) $2,894 Shares 2,718 Est. Cost $546.64 Unrealized
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $2,841 Shares 17,224 Est. Cost $89.68 Unrealized +75.3%
ADP AUTOMATIC DATA PROCESSING IN 0.6%
Value ($000) $2,795 Shares 11,709 Est. Cost $152.32 Unrealized +55.3%
MCD MCDONALDS CORP 0.6%
Value ($000) $2,749 Shares 10,788 Est. Cost $123.22 Unrealized +107.0%
UNP UNION PAC CORP 0.6%
Value ($000) $2,749 Shares 12,149 Est. Cost $104.33 Unrealized +116.1%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.5%
Value ($000) $2,699 Shares 36,628 Est. Cost $37.99 Unrealized +77.5%
SYK STRYKER CORPORATION 0.5%
Value ($000) $2,699 Shares 7,933 Est. Cost $234.92 Unrealized +41.9%
HON HONEYWELL INTL INC 0.5%
Value ($000) $2,666 Shares 12,486 Est. Cost $111.44 Unrealized +64.9%
PM PHILIP MORRIS INTL INC 0.5%
Value ($000) $2,659 Shares 26,241 Est. Cost $61.42 Unrealized +48.6%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,631 Shares 18,000 Est. Cost $107.90 Unrealized +31.1%
ACN ACCENTURE PLC IRELAND 0.5%
Value ($000) $2,588 Shares 8,529 Est. Cost $267.30 Unrealized +12.0%
PRU PRUDENTIAL FINL INC 0.5%
Value ($000) $2,523 Shares 21,529 Est. Cost $62.04 Unrealized +72.1%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $2,487 Shares 60,300 Est. Cost $35.21 Unrealized +3.6%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $2,449 Shares 4 Est. Cost $386204.40 Unrealized +59.6%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $2,440 Shares 616 Est. Cost $1822.59 Unrealized +100.5%
AMGN AMGEN INC 0.5%
Value ($000) $2,427 Shares 7,767 Est. Cost $193.60 Unrealized +44.3%
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $2,387 Shares 10,074 Est. Cost $173.89 Unrealized +36.2%
HD HOME DEPOT INC 0.5%
Value ($000) $2,356 Shares 6,845 Est. Cost $215.67 Unrealized +51.9%
VERONA ASSOCIATES LP 96.5 PERCENT 0.5%
Value ($000) $2,331 Shares 1 Est. Cost $2330638.00 Unrealized
ECL ECOLAB INC 0.5%
Value ($000) $2,269 Shares 9,534 Est. Cost $193.62 Unrealized +17.3%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $2,267 Shares 29,439 Est. Cost $41.21 Unrealized +77.6%
MA MASTERCARD INCORPORATED 0.5%
Value ($000) $2,225 Shares 5,043 Est. Cost $338.61 Unrealized +33.4%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $2,166 Shares 55,305 Est. Cost $36.10 Unrealized +2.8%
BELDORE CAPITAL FUND LLC 0.4%
Value ($000) $2,117 Shares 4,885 Est. Cost $406.16 Unrealized
PGR PROGRESSIVE CORP 0.4%
Value ($000) $2,098 Shares 10,100 Est. Cost $93.36 Unrealized +106.4%
EMR EMERSON ELEC CO 0.4%
Value ($000) $2,096 Shares 19,025 Est. Cost $73.44 Unrealized +46.3%
WTFC WINTRUST FINL CORP 0.4%
Value ($000) $2,050 Shares 20,796 Est. Cost $54.19 Unrealized +80.8%
DOWD AVENUE 88 PERCENT INTEREST 0.4%
Value ($000) $2,038 Shares 1 Est. Cost $2038288.00 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,907 Shares 29,958 Est. Cost $46.60 Unrealized +26.4%
GE GE AEROSPACE 0.4%
Value ($000) $1,890 Shares 11,891 Est. Cost $67.45 Unrealized +134.2%
APDS2 PROPERTIES LLC 0.4%
Value ($000) $1,856 Shares 1 Est. Cost $485000.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,838 Shares 10,625 Est. Cost $118.32 Unrealized +40.2%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,786 Shares 37,848 Est. Cost $32.95 Unrealized +39.5%
CMI CUMMINS INC 0.4%
Value ($000) $1,768 Shares 6,383 Est. Cost $139.10 Unrealized +98.5%
C CITIGROUP INC 0.4%
Value ($000) $1,761 Shares 27,748 Est. Cost $43.17 Unrealized +36.0%
AMP AMERIPRISE FINL INC 0.4%
Value ($000) $1,732 Shares 4,054 Est. Cost $172.48 Unrealized +142.6%
ZTS ZOETIS INC 0.3%
Value ($000) $1,708 Shares 9,855 Est. Cost $164.43 Unrealized -0.7%
DD DUPONT DE NEMOURS INC 0.3%
Value ($000) $1,702 Shares 21,144 Est. Cost $22.58 Unrealized +39.8%
WEATHERLOW OFFSHORE FUND I LTD 0.3%
Value ($000) $1,644 Shares 1,000 Est. Cost $1020.17 Unrealized
WAB WABTEC 0.3%
Value ($000) $1,643 Shares 10,395 Est. Cost $90.55 Unrealized +75.0%
CSCO CISCO SYS INC 0.3%
Value ($000) $1,642 Shares 34,570 Est. Cost $37.28 Unrealized +21.5%
CMG CHIPOTLE MEXICAN GRILL INC 0.3%
Value ($000) $1,623 Shares 25,900 Est. Cost $61.61 Unrealized +0.8%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1,508 Shares 12,765 Est. Cost $82.97 Unrealized +45.9%
WSO WATSCO INC 0.3%
Value ($000) $1,506 Shares 3,252 Est. Cost $291.32 Unrealized +56.9%
IDXX IDEXX LABS INC 0.3%
Value ($000) $1,503 Shares 3,086 Est. Cost $555.22 Unrealized -9.6%
INTC INTEL CORP 0.3%
Value ($000) $1,493 Shares 48,213 Est. Cost $38.34 Unrealized -15.2%
CRM SALESFORCE INC 0.3%
Value ($000) $1,469 Shares 5,714 Est. Cost $232.76 Unrealized +13.7%
BWA BORGWARNER INC 0.3%
Value ($000) $1,450 Shares 44,971 Est. Cost $31.76 Unrealized +6.5%
AVY AVERY DENNISON CORP 0.3%
Value ($000) $1,433 Shares 6,553 Est. Cost $120.84 Unrealized +77.9%
TYL TYLER TECHNOLOGIES INC 0.3%
Value ($000) $1,417 Shares 2,818 Est. Cost $432.25 Unrealized +6.6%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $1,415 Shares 4,743 Est. Cost $212.03 Unrealized +43.9%
RNR RENAISSANCERE HLDGS LTD 0.3%
Value ($000) $1,409 Shares 6,304 Est. Cost $177.35 Unrealized +26.3%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,406 Shares 19,853 Est. Cost $59.87 Unrealized +12.9%
TT TRANE TECHNOLOGIES PLC 0.3%
Value ($000) $1,379 Shares 4,193 Est. Cost $209.01 Unrealized +50.1%
DIS DISNEY WALT CO 0.3%
Value ($000) $1,357 Shares 13,670 Est. Cost $122.64 Unrealized -14.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $1,291 Shares 8,301 Est. Cost $108.81 Unrealized +34.7%
RELATIVE VALUE PARTNERS 0.3%
Value ($000) $1,277 Shares 1 Est. Cost $1125035.00 Unrealized
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $1,248 Shares 5,515 Est. Cost $63.84 Unrealized
APH AMPHENOL CORP NEW 0.2%
Value ($000) $1,192 Shares 17,686 Est. Cost $47.27 Unrealized +31.6%
MMM 3M CO 0.2%
Value ($000) $1,177 Shares 11,519 Est. Cost $100.92 Unrealized -6.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $1,146 Shares 54,122 Est. Cost $17.62 Unrealized 0.0%
FISV FISERV INC 0.2%
Value ($000) $1,130 Shares 7,585 Est. Cost $88.98 Unrealized +70.1%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,122 Shares 5,633 Est. Cost $124.74 Unrealized +46.2%
DXCM DEXCOM INC 0.2%
Value ($000) $1,113 Shares 9,816 Est. Cost $99.54 Unrealized +27.0%
T AT&T INC 0.2%
Value ($000) $1,078 Shares 56,428 Est. Cost $14.00 Unrealized +15.5%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $1,077 Shares 7,866 Est. Cost $107.77 Unrealized +22.2%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,077 Shares 5,015 Est. Cost $119.27 Unrealized +88.0%
PANW PALO ALTO NETWORKS INC 0.2%
Value ($000) $1,076 Shares 3,173 Est. Cost $87.16 Unrealized +71.6%
WMT WALMART INC 0.2%
Value ($000) $1,057 Shares 15,610 Est. Cost $49.01 Unrealized +26.4%
PFE PFIZER INC 0.2%
Value ($000) $1,046 Shares 37,382 Est. Cost $25.37 Unrealized -2.4%
ED CONSOLIDATED EDISON INC 0.2%
Value ($000) $1,045 Shares 11,683 Est. Cost $50.63 Unrealized +73.4%
FITB FIFTH THIRD BANCORP 0.2%
Value ($000) $1,038 Shares 28,441 Est. Cost $23.40 Unrealized +46.6%
CSGP COSTAR GROUP INC 0.2%
Value ($000) $989 Shares 13,345 Est. Cost $77.97 Unrealized +8.7%
RTX RTX CORPORATION 0.2%
Value ($000) $988 Shares 9,846 Est. Cost $62.75 Unrealized +59.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.2%
Value ($000) $958 Shares 10,058 Est. Cost $95.26 Unrealized -7.1%
WDAY WORKDAY INC 0.2%
Value ($000) $947 Shares 4,237 Est. Cost $237.61 Unrealized +1.3%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $932 Shares 4,790 Est. Cost $143.46 Unrealized +22.8%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $929 Shares 14,195 Est. Cost $43.94 Unrealized +48.3%
BA BOEING CO 0.2%
Value ($000) $923 Shares 5,071 Est. Cost $185.66 Unrealized -4.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $916 Shares 1,657 Est. Cost $286.24 Unrealized +99.0%
HEI HEICO CORP NEW 0.2%
Value ($000) $878 Shares 3,928 Est. Cost $136.27 Unrealized +54.9%
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $865 Shares 6,262 Est. Cost $106.58 Unrealized +17.5%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $865 Shares 3,665 Est. Cost $117.43 Unrealized +80.0%
OXY OCCIDENTAL PETE CORP 0.2%
Value ($000) $855 Shares 13,559 Est. Cost $55.20 Unrealized +12.4%
LOW LOWES COS INC 0.2%
Value ($000) $840 Shares 3,809 Est. Cost $134.16 Unrealized +65.0%
BLACKROCK INC 0.2%
Value ($000) $833 Shares 1,058 Est. Cost $752.59 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $821 Shares 2,466 Est. Cost $223.65 Unrealized +51.4%
CPRT COPART INC 0.2%
Value ($000) $818 Shares 15,100 Est. Cost $38.34 Unrealized +42.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $813 Shares 10,333 Est. Cost $73.10 Unrealized +6.8%
POOL POOL CORP 0.2%
Value ($000) $808 Shares 2,630 Est. Cost $388.22 Unrealized -9.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $799 Shares 1,791 Est. Cost $234.10 Unrealized +81.0%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $785 Shares 1,552 Est. Cost $352.22 Unrealized +49.8%
HESS CORP 0.2%
Value ($000) $777 Shares 5,268 Est. Cost $102.05 Unrealized
INTU INTUIT 0.2%
Value ($000) $776 Shares 1,180 Est. Cost $456.38 Unrealized +34.6%
SRE SEMPRA 0.2%
Value ($000) $766 Shares 10,068 Est. Cost $56.26 Unrealized +24.4%
WM WASTE MGMT INC DEL 0.2%
Value ($000) $766 Shares 3,589 Est. Cost $98.80 Unrealized +105.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $760 Shares 12,804 Est. Cost $41.32 Unrealized +37.6%
SBUX STARBUCKS CORP 0.1%
Value ($000) $728 Shares 9,353 Est. Cost $98.97 Unrealized -21.1%
THOMA BRAVO EXECUTIVE FUND XIII, LP 0.1%
Value ($000) $728 Shares 1 Est. Cost $826314.00 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $717 Shares 1,612 Est. Cost $322.26 Unrealized +23.6%
GWW GRAINGER W W INC 0.1%
Value ($000) $715 Shares 792 Est. Cost $491.96 Unrealized +88.6%
BX BLACKSTONE INC 0.1%
Value ($000) $713 Shares 5,760 Est. Cost $86.46 Unrealized +36.3%
ALL ALLSTATE CORP 0.1%
Value ($000) $683 Shares 4,275 Est. Cost $113.36 Unrealized +42.4%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $679 Shares 8,659 Est. Cost $78.23 Unrealized -1.8%
CSX CSX CORP 0.1%
Value ($000) $675 Shares 20,186 Est. Cost $28.05 Unrealized +18.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $666 Shares 4,867 Est. Cost $174.08 Unrealized -16.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $660 Shares 15,890 Est. Cost $49.72 Unrealized -17.5%
SGGM U.S. 2 LP 0.1%
Value ($000) $650 Shares 1 Est. Cost $444000.00 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $642 Shares 4,878 Est. Cost $72.28 Unrealized +73.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $636 Shares 4,649 Est. Cost $161.87 Unrealized -19.7%
THOMA BRAVO EXECUTIVE FUND XII, LP 0.1%
Value ($000) $630 Shares 7 Est. Cost $40581.63 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $626 Shares 4,229 Est. Cost $138.90 Unrealized +6.5%
BP BP PLC 0.1%
Value ($000) $608 Shares 16,844 Est. Cost $36.06 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $607 Shares 14,756 Est. Cost $29.60 Unrealized
AON AON PLC 0.1%
Value ($000) $604 Shares 2,059 Est. Cost $227.88 Unrealized +28.4%
SO SOUTHERN CO 0.1%
Value ($000) $598 Shares 7,704 Est. Cost $53.36 Unrealized +34.5%
LIN LINDE PLC 0.1%
Value ($000) $597 Shares 1,361 Est. Cost $328.52 Unrealized +31.1%
OKE ONEOK INC NEW 0.1%
Value ($000) $596 Shares 7,307 Est. Cost $47.52 Unrealized +55.6%
USB US BANCORP DEL 0.1%
Value ($000) $590 Shares 14,866 Est. Cost $42.27 Unrealized -10.7%
CVS CVS HEALTH CORP 0.1%
Value ($000) $583 Shares 9,875 Est. Cost $66.25 Unrealized -11.7%
WSM WILLIAMS SONOMA INC 0.1%
Value ($000) $583 Shares 2,065 Est. Cost $117.19 Unrealized +24.2%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $580 Shares 5,982 Est. Cost $71.67 Unrealized +24.3%
GM GENERAL MTRS CO 0.1%
Value ($000) $579 Shares 12,462 Est. Cost $39.85 Unrealized +11.4%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $578 Shares 9,948 Est. Cost $60.18 Unrealized
PNR PENTAIR PLC 0.1%
Value ($000) $572 Shares 7,458 Est. Cost $79.30 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $572 Shares 6,272 Est. Cost $50.09 Unrealized
PSTG PURE STORAGE INC 0.1%
Value ($000) $561 Shares 8,740 Est. Cost $21.15 Unrealized +173.7%
GDDY GODADDY INC 0.1%
Value ($000) $560 Shares 4,010 Est. Cost $82.35 Unrealized +60.2%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $557 Shares 2,868 Est. Cost $183.22 Unrealized -3.8%
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $555 Shares 2,056 Est. Cost $35.55 Unrealized +47.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $541 Shares 4,816 Est. Cost $113.87 Unrealized -8.2%
NFLX NETFLIX INC 0.1%
Value ($000) $538 Shares 797 Est. Cost $43.58 Unrealized +43.3%
BR BROADRIDGE FINL SOLUTIONS IN 0.1%
Value ($000) $537 Shares 2,728 Est. Cost $119.42 Unrealized +61.7%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $536 Shares 4,395 Est. Cost $71.82 Unrealized
URBAN PARTNERS LP 0.1%
Value ($000) $532 Shares 1 Est. Cost $1000000.00 Unrealized
THOMA BRAVO EXECUTIVE FUND XIV, LP 0.1%
Value ($000) $530 Shares 1 Est. Cost $540954.00 Unrealized
AVENUE GLOBAL DISLOCATION 0.1%
Value ($000) $505 Shares 1 Est. Cost $265000.00 Unrealized
DE DEERE & CO 0.1%
Value ($000) $504 Shares 1,349 Est. Cost $365.73 Unrealized +4.0%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $502 Shares 6,557 Est. Cost $56.34 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $495 Shares 1,706 Est. Cost $172.73 Unrealized +64.4%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $492 Shares 2,156 Est. Cost $156.15 Unrealized +33.0%
NOW SERVICENOW INC 0.1%
Value ($000) $492 Shares 625 Est. Cost $134.02 Unrealized +9.5%
STT STATE STR CORP 0.1%
Value ($000) $487 Shares 6,581 Est. Cost $63.15 Unrealized +11.7%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $483 Shares 3,503 Est. Cost $130.64 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value ($000) $481 Shares 7,654 Est. Cost $23.84 Unrealized +36.8%
HCMLY HOLCIM LTD NEW 0.1%
Value ($000) $480 Shares 27,079 Est. Cost $17.95 Unrealized
EXPE EXPEDIA GROUP INC 0.1%
Value ($000) $468 Shares 3,716 Est. Cost $106.55 Unrealized +14.8%
HAS HASBRO INC 0.1%
Value ($000) $467 Shares 7,990 Est. Cost $62.38 Unrealized -10.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.1%
Value ($000) $465 Shares 7,425 Est. Cost $65.18 Unrealized -4.8%
DOW DOW INC 0.1%
Value ($000) $465 Shares 8,771 Est. Cost $44.28 Unrealized +15.6%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $463 Shares 7,736 Est. Cost $36.70 Unrealized +51.8%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $462 Shares 2,057 Est. Cost $201.75 Unrealized +3.7%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%
Value ($000) $459 Shares 5,894 Est. Cost $70.77 Unrealized +15.0%
PSX PHILLIPS 66 0.1%
Value ($000) $459 Shares 3,252 Est. Cost $80.15 Unrealized +74.2%
CME CME GROUP INC 0.1%
Value ($000) $451 Shares 2,294 Est. Cost $171.24 Unrealized +13.9%
EW EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $448 Shares 4,849 Est. Cost $98.10 Unrealized -9.7%
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $446 Shares 2,444 Est. Cost $140.42 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $441 Shares 6,010 Est. Cost $89.92 Unrealized -19.9%
CCOI COGENT COMMUNICATIONS HLDGS 0.1%
Value ($000) $433 Shares 7,673 Est. Cost $57.16 Unrealized -5.6%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $430 Shares 793 Est. Cost $464.17 Unrealized +10.7%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $426 Shares 1,953 Est. Cost $161.84 Unrealized +26.4%
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
NVS NOVARTIS AG 0.1%
Value ($000) $420 Shares 3,943 Est. Cost $106.46 Unrealized
CI THE CIGNA GROUP 0.1%
Value ($000) $419 Shares 1,266 Est. Cost $195.99 Unrealized +70.5%
FERG1GBX FERGUSON PLC NEW 0.1%
Value ($000) $418 Shares 2,158 Est. Cost $171.73 Unrealized
PPG PPG INDS INC 0.1%
Value ($000) $414 Shares 3,285 Est. Cost $143.68 Unrealized -11.4%
SFM SPROUTS FMRS MKT INC 0.1%
Value ($000) $410 Shares 4,904 Est. Cost $24.64 Unrealized +195.7%
SOUHY SOUTH32 LTD 0.1%
Value ($000) $407 Shares 33,336 Est. Cost $12.22 Unrealized
GWRE GUIDEWIRE SOFTWARE INC 0.1%
Value ($000) $392 Shares 2,845 Est. Cost $74.88 Unrealized +60.7%
NKE NIKE INC 0.1%
Value ($000) $388 Shares 5,147 Est. Cost $128.57 Unrealized -30.2%
APDS1 PROPERTIES LLC 0.1%
Value ($000) $387 Shares 1 Est. Cost $237000.00 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $386 Shares 19,434 Est. Cost $14.87 Unrealized +19.2%
KNSL KINSALE CAP GROUP INC 0.1%
Value ($000) $385 Shares 1,000 Est. Cost $195.60 Unrealized +107.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $382 Shares 1,479 Est. Cost $239.51 Unrealized +1.2%
GENERATOR VENTURES LP 0.1%
Value ($000) $381 Shares 1 Est. Cost $399380.50 Unrealized
ULS UL SOLUTIONS INC 0.1%
Value ($000) $375 Shares 8,900 Est. Cost $37.86 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $356 Shares 3,556 Est. Cost $59.00 Unrealized +59.7%
LYV LIVE NATION ENTERTAINMENT IN 0.1%
Value ($000) $356 Shares 3,797 Est. Cost $89.89 Unrealized +5.2%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $356 Shares 1,382 Est. Cost $173.99 Unrealized +42.7%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $355 Shares 9,306 Est. Cost $36.74 Unrealized 0.0%
PHIN PHINIA INC 0.1%
Value ($000) $347 Shares 8,826 Est. Cost $33.61 Unrealized +18.3%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $347 Shares 28,678 Est. Cost $53.44 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $347 Shares 1,106 Est. Cost $136.07 Unrealized +133.2%
AIBGY AIB GROUP PLC 0.1%
Value ($000) $345 Shares 32,641 Est. Cost $10.58 Unrealized
CCI CROWN CASTLE INC 0.1%
Value ($000) $337 Shares 3,452 Est. Cost $90.65 Unrealized -1.0%
AEE AMEREN CORP 0.1%
Value ($000) $337 Shares 4,740 Est. Cost $62.97 Unrealized +9.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $334 Shares 2,814 Est. Cost $104.13 Unrealized +11.7%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $329 Shares 312 Est. Cost $39.69 Unrealized +74.2%
NI NISOURCE INC 0.1%
Value ($000) $329 Shares 11,409 Est. Cost $24.97 Unrealized +7.8%
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $327 Shares 4,774 Est. Cost $70.92 Unrealized -1.1%
CODI COMPASS DIVERSIFIED 0.1%
Value ($000) $326 Shares 14,900 Est. Cost $20.15 Unrealized +6.1%
BAX BAXTER INTL INC 0.1%
Value ($000) $322 Shares 9,629 Est. Cost $50.27 Unrealized -29.3%
VEEV VEEVA SYS INC 0.1%
Value ($000) $321 Shares 1,752 Est. Cost $281.86 Unrealized -29.6%
SMPNY SOMPO HOLDINGS INC 0.1%
Value ($000) $319 Shares 29,911 Est. Cost $10.68 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $316 Shares 1,951 Est. Cost $131.39 Unrealized +22.4%
TSLA TESLA INC 0.1%
Value ($000) $316 Shares 1,597 Est. Cost $248.89 Unrealized -29.8%
PCOR PROCORE TECHNOLOGIES INC 0.1%
Value ($000) $312 Shares 4,712 Est. Cost $69.38 Unrealized 0.0%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $312 Shares 1,013 Est. Cost $266.02 Unrealized +11.3%
ROL ROLLINS INC 0.1%
Value ($000) $310 Shares 6,345 Est. Cost $32.91 Unrealized +37.5%
ASML ASML HOLDING N V 0.1%
Value ($000) $307 Shares 300 Est. Cost $756.92 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $306 Shares 1,311 Est. Cost $226.77 Unrealized +0.5%
MZTI LANCASTER COLONY CORP 0.1%
Value ($000) $304 Shares 1,610 Est. Cost $190.92 Unrealized 0.0%
QNST QUINSTREET INC 0.1%
Value ($000) $301 Shares 18,155 Est. Cost $20.56 Unrealized -15.7%
STLA STELLANTIS N.V 0.1%
Value ($000) $299 Shares 15,063 Est. Cost $19.85 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $298 Shares 4,263 Est. Cost $48.47 Unrealized +43.8%
PWR QUANTA SVCS INC 0.1%
Value ($000) $294 Shares 1,157 Est. Cost $233.72 Unrealized +13.1%
AAVMY ABN AMRO BANK N.V. 0.1%
Value ($000) $293 Shares 17,801 Est. Cost $16.45 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.1%
Value ($000) $292 Shares 5,300 Est. Cost $54.72 Unrealized
ARISTA NETWORKS INC 0.1%
Value ($000) $292 Shares 832 Est. Cost $289.98 Unrealized
BKRIY BANK IRELAND GROUP PLC 0.1%
Value ($000) $290 Shares 27,663 Est. Cost $10.47 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $288 Shares 1,045 Est. Cost $222.46 Unrealized +18.0%
FMC FMC CORP 0.1%
Value ($000) $287 Shares 4,981 Est. Cost $55.10 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $285 Shares 3,116 Est. Cost $70.57 Unrealized +23.8%
ABBNY ABB LTD 0.1%
Value ($000) $284 Shares 5,121 Est. Cost $55.55 Unrealized
PARTNERSHIP INTEREST THE GILLICK- 0.1%
Value ($000) $281 Shares 19 Est. Cost $14789.47 Unrealized
BOH BANK HAWAII CORP 0.1%
Value ($000) $280 Shares 4,898 Est. Cost $58.08 Unrealized -7.6%
MO ALTRIA GROUP INC 0.1%
Value ($000) $278 Shares 6,105 Est. Cost $30.07 Unrealized +30.1%
EQIX EQUINIX INC 0.1%
Value ($000) $278 Shares 367 Est. Cost $740.46 Unrealized -1.1%
SJM SMUCKER J M CO 0.1%
Value ($000) $278 Shares 2,546 Est. Cost $106.28 Unrealized -0.1%
WEX WEX INC 0.1%
Value ($000) $277 Shares 1,565 Est. Cost $210.46 Unrealized -3.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $276 Shares 2,417 Est. Cost $108.61 Unrealized +6.2%
DHI D R HORTON INC 0.1%
Value ($000) $276 Shares 1,960 Est. Cost $122.59 Unrealized +17.9%
TJX TJX COS INC NEW 0.1%
Value ($000) $276 Shares 2,507 Est. Cost $94.92 Unrealized +3.9%
PODD INSULET CORP 0.1%
Value ($000) $275 Shares 1,365 Est. Cost $180.20 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.1%
Value ($000) $274 Shares 6,495 Est. Cost $98.33 Unrealized -44.0%
SYY SYSCO CORP 0.1%
Value ($000) $270 Shares 3,785 Est. Cost $64.89 Unrealized +9.7%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $270 Shares 211 Est. Cost $802.78 Unrealized +41.5%
UNILEVER PLC 0.1%
Value ($000) $262 Shares 4,760 Est. Cost $56.59 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $260 Shares 1,713 Est. Cost $133.30 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
RYAN RYAN SPECIALTY HOLDINGS INC 0.1%
Value ($000) $254 Shares 4,388 Est. Cost $47.78 Unrealized +11.7%
SPSC SPS COMM INC 0.1%
Value ($000) $254 Shares 1,349 Est. Cost $182.97 Unrealized 0.0%
OKTA OKTA INC 0.1%
Value ($000) $253 Shares 2,708 Est. Cost $92.80 Unrealized +2.0%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $250 Shares 2,849 Est. Cost $72.77 Unrealized +13.5%
ALC ALCON AG 0.1%
Value ($000) $249 Shares 2,800 Est. Cost $70.46 Unrealized +20.5%
NEOG NEOGEN CORP 0.1%
Value ($000) $247 Shares 15,793 Est. Cost $18.69 Unrealized -25.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $245 Shares 541 Est. Cost $375.79 Unrealized +12.8%
RH RH 0.0%
Value ($000) $244 Shares 1,000 Est. Cost $688.27 Unrealized -61.8%
GEV GE VERNOVA INC 0.0%
Value ($000) $244 Shares 1,420 Est. Cost $158.10 Unrealized 0.0%
SNLAY SINO LD LTD 0.0%
Value ($000) $243 Shares 47,208 Est. Cost $5.15 Unrealized
UHS UNIVERSAL HLTH SVCS INC 0.0%
Value ($000) $242 Shares 1,306 Est. Cost $175.78 Unrealized 0.0%
SIEGY SIEMENS A G 0.0%
Value ($000) $239 Shares 2,566 Est. Cost $93.09 Unrealized
FUJHY SUBARU CORP 0.0%
Value ($000) $235 Shares 22,151 Est. Cost $10.60 Unrealized
IRT INDEPENDENCE RLTY TR INC 0.0%
Value ($000) $234 Shares 12,500 Est. Cost $15.99 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $232 Shares 2,388 Est. Cost $90.80 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $232 Shares 3,670 Est. Cost $48.15 Unrealized +25.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $230 Shares 1,666 Est. Cost $147.40 Unrealized -3.9%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $230 Shares 3,810 Est. Cost $43.93 Unrealized +31.4%
TMUS T-MOBILE US INC 0.0%
Value ($000) $228 Shares 1,296 Est. Cost $158.15 Unrealized +3.4%
DECK DECKERS OUTDOOR CORP 0.0%
Value ($000) $226 Shares 234 Est. Cost $153.85 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $224 Shares 3,033 Est. Cost $72.33 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $222 Shares 1,767 Est. Cost $100.35 Unrealized +21.7%
KGFHY KINGFISHER PLC 0.0%
Value ($000) $217 Shares 34,567 Est. Cost $6.29 Unrealized
STLD STEEL DYNAMICS INC 0.0%
Value ($000) $217 Shares 1,675 Est. Cost $107.90 Unrealized +20.6%
HENOY HENKEL AG & CO KGAA 0.0%
Value ($000) $213 Shares 9,537 Est. Cost $22.30 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $212 Shares 2,203 Est. Cost $77.07 Unrealized +21.6%
HCXLY HISCOX LTD 0.0%
Value ($000) $211 Shares 7,258 Est. Cost $29.07 Unrealized
BCO BRINKS CO 0.0%
Value ($000) $210 Shares 2,055 Est. Cost $93.63 Unrealized 0.0%
MITSY MITSUI & CO LTD 0.0%
Value ($000) $208 Shares 225 Est. Cost $926.19 Unrealized
PLXS PLEXUS CORP 0.0%
Value ($000) $206 Shares 2,000 Est. Cost $102.93 Unrealized 0.0%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $205 Shares 2,325 Est. Cost $76.80 Unrealized 0.0%
SUTNY SUMITOMO MITSUI TRUST HLDG I 0.0%
Value ($000) $203 Shares 44,449 Est. Cost $4.56 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $203 Shares 4,839 Est. Cost $39.61 Unrealized 0.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $202 Shares 1,834 Est. Cost $112.10 Unrealized 0.0%
AFL AFLAC INC 0.0%
Value ($000) $201 Shares 2,249 Est. Cost $54.37 Unrealized +52.8%
UBS UBS GROUP AG 0.0%
Value ($000) $201 Shares 6,797 Est. Cost $29.73 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $201 Shares 3,947 Est. Cost $58.67 Unrealized -7.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $200 Shares 624 Est. Cost $320.76 Unrealized 0.0%
CDEVY CITY DEVS LTD 0.0%
Value ($000) $200 Shares 52,471 Est. Cost $3.81 Unrealized
MFDB MUTUAL FED BANCORP INC 0.0%
Value ($000) $188 Shares 68,255 Est. Cost $2.81 Unrealized +0.2%
AHEXY ADECCO GROUP AG 0.0%
Value ($000) $182 Shares 10,944 Est. Cost $16.59 Unrealized
ISS A/S 0.0%
Value ($000) $176 Shares 20,547 Est. Cost $8.58 Unrealized
DSEEY DAIWA SECS GROUP INC 0.0%
Value ($000) $175 Shares 22,970 Est. Cost $7.63 Unrealized
DANOY DANONE 0.0%
Value ($000) $169 Shares 13,824 Est. Cost $12.23 Unrealized
SVNDY SEVEN & I HLDGS CO LTD 0.0%
Value ($000) $158 Shares 12,949 Est. Cost $12.18 Unrealized
TSCDY TESCO PLC 0.0%
Value ($000) $151 Shares 13,049 Est. Cost $11.60 Unrealized
MRCC MONROE CAP CORP 0.0%
Value ($000) $143 Shares 18,765 Est. Cost $6.31 Unrealized -6.1%
ABEV AMBEV SA 0.0%
Value ($000) $129 Shares 62,805 Est. Cost $2.05 Unrealized
LDSCY LAND SECURITIES GROUP PLC 0.0%
Value ($000) $120 Shares 15,276 Est. Cost $7.83 Unrealized
BAYRY BAYER AG 0.0%
Value ($000) $72 Shares 10,166 Est. Cost $7.07 Unrealized
AIOT POWERFLEET INC 0.0%
Value ($000) $71 Shares 15,595 Est. Cost $2.82 Unrealized +68.6%
ETON ETON PHARMACEUTICALS INC 0.0%
Value ($000) $55 Shares 16,700 Est. Cost $5.20 Unrealized -32.7%
III INFORMATION SVCS GROUP INC 0.0%
Value ($000) $30 Shares 10,355 Est. Cost $3.11 Unrealized 0.0%
SLS INTL INC 0.0%
Value ($000) $0 Shares 20,500 Est. Cost $0.00 Unrealized