PINEBRIDGE INVESTMENTS LLC Diversified Active

Location: NEW YORK, NY

CIK: 0002088548 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $11,866,179 (100.0% shares, 0.0% debt)

Holdings (489)

New Positions (73)

EQT EQT CORP COM 0.2%
Value ($000) $23,677 Shares 372,043 Est. Cost $55.27 Unrealized 0.0%
SLB SLB LIMITED COM STK 0.1%
Value ($000) $15,221 Shares 296,192 Est. Cost $48.30 Unrealized 0.0%
HBM HUDBAY MINERALS INC COM 0.1%
Value ($000) $11,317 Shares 388,506 Est. Cost $24.45 Unrealized 0.0%
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $10,356 Shares 74,200 Est. Cost $146.90 Unrealized 0.0%
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $10,331 Shares 143,287 Est. Cost $54.98 Unrealized 0.0%
NWSA NEWS CORP NEW CL A 0.1%
Value ($000) $6,363 Shares 255,223 Est. Cost $25.15 Unrealized 0.0%
DBO INVESCO DB MULTI-SECTOR COMM OIL FD 0.0%
Value ($000) $5,185 Shares 263,577 Est. Cost $19.67 Unrealized
COPX GLOBAL X FDS GLOBAL X COPPER 0.0%
Value ($000) $4,465 Shares 58,478 Est. Cost $76.35 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C COM 0.0%
Value ($000) $4,295 Shares 180,388 Est. Cost $22.07 Unrealized 0.0%
XPO XPO INC COM 0.0%
Value ($000) $4,206 Shares 21,618 Est. Cost $170.37 Unrealized 0.0%
ATI ATI INC COM 0.0%
Value ($000) $4,110 Shares 28,258 Est. Cost $131.64 Unrealized 0.0%
TGT TARGET CORP COM 0.0%
Value ($000) $4,029 Shares 33,242 Est. Cost $109.20 Unrealized 0.0%
COR CENCORA INC COM 0.0%
Value ($000) $3,326 Shares 10,589 Est. Cost $353.11 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value ($000) $3,250 Shares 54,005 Est. Cost $60.32 Unrealized 0.0%
ERO ERO COPPER CORP COM 0.0%
Value ($000) $3,172 Shares 85,567 Est. Cost $31.75 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $2,709 Shares 12,786 Est. Cost $213.95 Unrealized 0.0%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $2,431 Shares 15,384 Est. Cost $175.40 Unrealized 0.0%
MSCI MSCI INC COM 0.0%
Value ($000) $2,111 Shares 3,917 Est. Cost $569.29 Unrealized 0.0%
FDX FEDEX CORP COM 0.0%
Value ($000) $2,090 Shares 5,868 Est. Cost $338.93 Unrealized 0.0%
SAIA SAIA INC COM 0.0%
Value ($000) $2,055 Shares 5,850 Est. Cost $372.09 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $1,957 Shares 46,298 Est. Cost $45.68 Unrealized 0.0%
BE BLOOM ENERGY CORP COM CL A 0.0%
Value ($000) $1,782 Shares 13,149 Est. Cost $144.65 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.0%
Value ($000) $1,757 Shares 7,009 Est. Cost $251.95 Unrealized 0.0%
SM SM ENERGY COMPANY COM 0.0%
Value ($000) $1,676 Shares 53,763 Est. Cost $19.89 Unrealized 0.0%
MKL MARKEL GROUP INC COM 0.0%
Value ($000) $1,629 Shares 851 Est. Cost $2077.98 Unrealized 0.0%
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $1,521 Shares 14,953 Est. Cost $83.91 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $1,459 Shares 32,210 Est. Cost $52.73 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $1,432 Shares 60,639 Est. Cost $26.36 Unrealized 0.0%
ALLY ALLY FINL INC COM 0.0%
Value ($000) $1,349 Shares 34,396 Est. Cost $42.71 Unrealized 0.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $1,308 Shares 9,534 Est. Cost $155.94 Unrealized 0.0%
W WAYFAIR INC CL A 0.0%
Value ($000) $1,154 Shares 15,347 Est. Cost $99.40 Unrealized 0.0%
RKT ROCKET COS INC COM CL A 0.0%
Value ($000) $1,077 Shares 75,551 Est. Cost $20.15 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $1,075 Shares 1,576 Est. Cost $673.66 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $1,046 Shares 23,881 Est. Cost $43.82 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $990 Shares 5,221 Est. Cost $224.68 Unrealized 0.0%
SUNB SUNBELT RENTALS HOLDINGS INC SHS ADDED 0.0%
Value ($000) $944 Shares 19,876 Est. Cost $47.50 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $907 Shares 6,982 Est. Cost $95.26 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $887 Shares 30,899 Est. Cost $29.82 Unrealized 0.0%
GGG GRACO INC COM 0.0%
Value ($000) $863 Shares 10,192 Est. Cost $89.16 Unrealized 0.0%
BXP BXP INC COM 0.0%
Value ($000) $855 Shares 16,475 Est. Cost $67.82 Unrealized 0.0%
HQY HEALTHEQUITY INC COM 0.0%
Value ($000) $791 Shares 9,466 Est. Cost $83.16 Unrealized 0.0%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $788 Shares 21,177 Est. Cost $45.47 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value ($000) $786 Shares 5,780 Est. Cost $111.68 Unrealized 0.0%
DOCN DIGITALOCEAN HLDGS INC COM 0.0%
Value ($000) $682 Shares 7,956 Est. Cost $58.07 Unrealized 0.0%
GH GUARDANT HEALTH INC COM 0.0%
Value ($000) $668 Shares 7,235 Est. Cost $107.45 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW 0.0%
Value ($000) $653 Shares 6,152 Est. Cost $99.03 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $640 Shares 3,919 Est. Cost $180.48 Unrealized 0.0%
ATR APTARGROUP INC COM 0.0%
Value ($000) $598 Shares 4,744 Est. Cost $130.09 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $582 Shares 7,990 Est. Cost $66.35 Unrealized 0.0%
REG REGENCY CTRS CORP COM 0.0%
Value ($000) $572 Shares 7,558 Est. Cost $67.96 Unrealized 0.0%
DOW DOW HLDGS INC COM 0.0%
Value ($000) $570 Shares 13,684 Est. Cost $29.05 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $566 Shares 7,877 Est. Cost $77.96 Unrealized 0.0%
BRX BRIXMOR PPTY GROUP INC COM 0.0%
Value ($000) $564 Shares 19,589 Est. Cost $28.80 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $520 Shares 15,501 Est. Cost $29.74 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $513 Shares 5,675 Est. Cost $78.53 Unrealized 0.0%
KVUE KENVUE INC COM 0.0%
Value ($000) $508 Shares 29,482 Est. Cost $17.67 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $504 Shares 2,574 Est. Cost $190.57 Unrealized 0.0%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $501 Shares 2,050 Est. Cost $184.70 Unrealized 0.0%
NTRA NATERA INC COM 0.0%
Value ($000) $500 Shares 2,499 Est. Cost $225.87 Unrealized 0.0%
UNM UNUM GROUP COM 0.0%
Value ($000) $498 Shares 6,824 Est. Cost $75.56 Unrealized 0.0%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $495 Shares 18,798 Est. Cost $28.32 Unrealized 0.0%
LINE LINEAGE INC COM 0.0%
Value ($000) $482 Shares 14,724 Est. Cost $32.76 Unrealized
UWMC UWM HOLDINGS CORPORATION COM CL A 0.0%
Value ($000) $450 Shares 124,396 Est. Cost $5.08 Unrealized 0.0%
JLL JONES LANG LASALLE INC COM 0.0%
Value ($000) $438 Shares 1,438 Est. Cost $336.02 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $437 Shares 3,315 Est. Cost $134.33 Unrealized 0.0%
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $413 Shares 1,382 Est. Cost $351.86 Unrealized 0.0%
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $404 Shares 9,507 Est. Cost $33.79 Unrealized 0.0%
TTEK TETRA TECH INC NEW COM 0.0%
Value ($000) $332 Shares 11,006 Est. Cost $36.90 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL COM 0.0%
Value ($000) $295 Shares 2,154 Est. Cost $161.20 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. COM 0.0%
Value ($000) $243 Shares 2,789 Est. Cost $64.20 Unrealized 0.0%
CDW CDW CORP COM 0.0%
Value ($000) $211 Shares 1,745 Est. Cost $129.97 Unrealized 0.0%
VFC V F CORP COM 0.0%
Value ($000) $201 Shares 11,830 Est. Cost $19.92 Unrealized 0.0%
SOFI SOFI TECHNOLOGIES INC COM 0.0%
Value ($000) $199 Shares 12,553 Est. Cost $23.28 Unrealized 0.0%

Increased Positions (140)

PEP PEPSICO INC COM 0.6%
Value ($000) $75,935 (+3011.4%) Shares 488,988 (+2775.6%) Est. Cost $154.43 Unrealized +0.2%
ARMK ARAMARK COM 1.3%
Value ($000) $149,867 (+53.3%) Shares 3,696,769 (+39.4%) Est. Cost $38.24 Unrealized +2.2%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.8%
Value ($000) $89,804 (+125.4%) Shares 271,419 (+170.9%) Est. Cost $386.24 Unrealized -8.5%
PFE PFIZER INC COM 0.4%
Value ($000) $46,802 (+333.8%) Shares 1,666,733 (+284.6%) Est. Cost $25.88 Unrealized +1.1%
EXE EXPAND ENERGY CORPORATION COM 0.3%
Value ($000) $36,122 (+4872.8%) Shares 329,041 (+4899.1%) Est. Cost $105.89 Unrealized -0.1%
NVDA NVIDIA CORPORATION COM 9.1%
Value ($000) $1,083,233 (-2.9%) Shares 6,211,201 (+3.8%) Est. Cost $186.15 Unrealized +0.3%
ABBV ABBVIE INC COM 0.5%
Value ($000) $63,985 (+96.4%) Shares 294,199 (+106.4%) Est. Cost $224.98 Unrealized -1.1%
MU MICRON TECHNOLOGY INC COM 0.5%
Value ($000) $59,524 (+95.0%) Shares 176,190 (+64.8%) Est. Cost $291.33 Unrealized +32.8%
META META PLATFORMS INC CL A 3.0%
Value ($000) $361,072 (-7.4%) Shares 631,102 (+6.9%) Est. Cost $666.57 Unrealized -1.7%
FIS FIDELITY NATL INFORMATION SV COM 0.7%
Value ($000) $87,689 (-23.6%) Shares 1,869,294 (+8.2%) Est. Cost $64.93 Unrealized -13.2%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $33,906 (+324.0%) Shares 139,880 (+418.2%) Est. Cost $286.79 Unrealized -1.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 1.3%
Value ($000) $152,067 (+20.2%) Shares 350,409 (+6.2%) Est. Cost $401.66 Unrealized +3.5%
MCD MCDONALDS CORP COM 0.2%
Value ($000) $27,531 (+682.6%) Shares 88,584 (+669.6%) Est. Cost $315.67 Unrealized +0.5%
SCHW SCHWAB CHARLES CORP COM 0.3%
Value ($000) $32,075 (+266.7%) Shares 341,293 (+289.9%) Est. Cost $98.74 Unrealized +1.4%
VRTX VERTEX PHARMACEUTICALS INC COM 0.2%
Value ($000) $24,604 (+1770.8%) Shares 55,100 (+1799.3%) Est. Cost $465.62 Unrealized +0.4%
INFY INFOSYS LTD SPONSORED ADR 0.2%
Value ($000) $26,399 (+502.2%) Shares 1,954,000 (+694.3%) Est. Cost $14.05 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.2%
Value ($000) $21,782 (+939.7%) Shares 1,136,832 (+862.1%) Est. Cost $18.03 Unrealized +0.7%
BMY BRISTOL-MYERS SQUIBB CO COM 0.5%
Value ($000) $56,606 (+52.9%) Shares 933,316 (+36.0%) Est. Cost $50.15 Unrealized +14.5%
CAT CATERPILLAR INC COM 0.5%
Value ($000) $57,631 (+47.1%) Shares 81,347 (+18.9%) Est. Cost $576.02 Unrealized +18.8%
GM GENERAL MTRS CO COM 0.2%
Value ($000) $21,978 (+511.7%) Shares 295,012 (+567.7%) Est. Cost $80.47 Unrealized +2.2%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $30,063 (+130.8%) Shares 87,957 (+73.5%) Est. Cost $276.39 Unrealized +18.2%
NVR NVR INC COM 0.2%
Value ($000) $24,277 (+225.4%) Shares 3,684 (+260.1%) Est. Cost $7581.99 Unrealized +0.5%
BKR BAKER HUGHES COMPANY CL A 0.2%
Value ($000) $25,547 (+166.3%) Shares 418,468 (+98.7%) Est. Cost $51.68 Unrealized +8.5%
ARGX ARGENX SE SPONSORED ADR 0.6%
Value ($000) $75,809 (+25.1%) Shares 103,812 (+44.1%) Est. Cost $807.07 Unrealized
DG DOLLAR GEN CORP COM 0.2%
Value ($000) $26,177 (+120.6%) Shares 220,473 (+146.7%) Est. Cost $133.03 Unrealized +11.0%
SPG SIMON PPTY GROUP INC NEW COM 0.1%
Value ($000) $15,244 (+1340.5%) Shares 81,724 (+1329.5%) Est. Cost $183.69 Unrealized +0.2%
BR BROADRIDGE FINL SOLUTIONS IN COM 0.9%
Value ($000) $112,544 (-11.1%) Shares 692,665 (+22.1%) Est. Cost $221.93 Unrealized -10.9%
EXC EXELON CORP COM 0.3%
Value ($000) $34,691 (+67.6%) Shares 707,689 (+49.0%) Est. Cost $45.36 Unrealized -0.5%
ROST ROSS STORES INC COM 0.1%
Value ($000) $14,903 (+1038.3%) Shares 68,795 (+846.5%) Est. Cost $189.66 Unrealized +1.4%
LLY ELI LILLY & CO COM 0.8%
Value ($000) $92,926 (-11.3%) Shares 101,032 (+3.7%) Est. Cost $958.77 Unrealized +9.2%
LH LABCORP HOLDINGS INC COM SHS 0.2%
Value ($000) $19,781 (+134.5%) Shares 74,138 (+120.5%) Est. Cost $268.38 Unrealized +1.0%
HIG HARTFORD INSURANCE GROUP INC COM 0.2%
Value ($000) $28,999 (+58.2%) Shares 214,445 (+61.2%) Est. Cost $133.54 Unrealized +2.4%
LMT LOCKHEED MARTIN CORP COM 0.2%
Value ($000) $21,238 (+98.9%) Shares 35,139 (+59.2%) Est. Cost $522.53 Unrealized +15.0%
RTX RTX CORPORATION COM 0.2%
Value ($000) $22,490 (+79.2%) Shares 116,589 (+70.4%) Est. Cost $182.94 Unrealized +7.5%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $27,874 (+51.0%) Shares 387,512 (+71.5%) Est. Cost $85.32 Unrealized -7.7%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.1%
Value ($000) $13,605 (+198.5%) Shares 168,063 (+196.1%) Est. Cost $81.38 Unrealized +0.2%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $44,818 (+24.3%) Shares 577,632 (+23.4%) Est. Cost $74.57 Unrealized +4.5%
MS MORGAN STANLEY COM NEW 0.6%
Value ($000) $65,897 (+15.1%) Shares 400,421 (+24.2%) Est. Cost $169.04 Unrealized +6.3%
CAH CARDINAL HEALTH INC COM 0.2%
Value ($000) $24,207 (+55.6%) Shares 114,556 (+51.4%) Est. Cost $197.08 Unrealized +9.2%
DIS DISNEY WALT CO COM 0.3%
Value ($000) $38,006 (+28.7%) Shares 394,339 (+51.9%) Est. Cost $109.50 Unrealized -0.1%
VST VISTRA CORP COM 0.1%
Value ($000) $15,435 (+105.9%) Shares 102,674 (+120.9%) Est. Cost $171.67 Unrealized -4.9%
CEG CONSTELLATION ENERGY CORP COM 0.2%
Value ($000) $18,828 (+70.0%) Shares 67,423 (+115.1%) Est. Cost $330.00 Unrealized -8.7%
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $8,255 (+1470.2%) Shares 91,577 (+1683.4%) Est. Cost $101.26 Unrealized -0.1%
SYY SYSCO CORP COM 0.2%
Value ($000) $22,604 (+51.9%) Shares 316,896 (+56.9%) Est. Cost $77.95 Unrealized +5.5%
NEM NEWMONT CORP COM 0.2%
Value ($000) $24,161 (+42.8%) Shares 223,194 (+31.7%) Est. Cost $96.92 Unrealized +21.9%
AES AES CORP COM 0.1%
Value ($000) $7,333 (+2494.7%) Shares 520,413 (+2540.8%) Est. Cost $15.10 Unrealized +0.3%
RMD RESMED INC COM 0.3%
Value ($000) $41,376 (+20.2%) Shares 184,320 (+29.0%) Est. Cost $255.54 Unrealized +0.1%
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $9,056 (+304.7%) Shares 52,630 (+237.4%) Est. Cost $171.17 Unrealized +9.5%
C CITIGROUP INC COM NEW 0.6%
Value ($000) $68,718 (+10.2%) Shares 605,924 (+13.4%) Est. Cost $105.12 Unrealized +10.5%
T AT&T INC COM 0.3%
Value ($000) $35,549 (+19.8%) Shares 1,226,234 (+2.6%) Est. Cost $25.30 Unrealized +1.8%
J JACOBS SOLUTIONS INC COM 0.1%
Value ($000) $9,820 (+145.7%) Shares 77,150 (+155.7%) Est. Cost $141.63 Unrealized -2.2%
MTZ MASTEC INC COM 0.1%
Value ($000) $12,209 (+86.1%) Shares 37,947 (+25.7%) Est. Cost $218.11 Unrealized +14.7%
TMO THERMO FISHER SCIENTIFIC INC COM 0.9%
Value ($000) $110,418 (-4.9%) Shares 224,642 (+12.2%) Est. Cost $566.18 Unrealized +1.5%
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $5,935 (+1428.7%) Shares 4,304 (+934.6%) Est. Cost $1169.66 Unrealized +2.3%
BBY BEST BUY INC COM 0.1%
Value ($000) $10,238 (+101.5%) Shares 159,470 (+110.1%) Est. Cost $71.01 Unrealized -5.7%
PCG PG&E CORP COM 0.3%
Value ($000) $33,893 (+17.0%) Shares 1,929,001 (+7.0%) Est. Cost $15.95 Unrealized +2.7%
FCX FREEPORT MCMORAN INC CL B 0.2%
Value ($000) $26,641 (+21.6%) Shares 453,233 (+5.1%) Est. Cost $44.18 Unrealized +38.3%
TDY TELEDYNE TECHNOLOGIES INC COM 0.0%
Value ($000) $5,066 (+1297.0%) Shares 8,373 (+1079.3%) Est. Cost $606.59 Unrealized +1.2%
AEE AMEREN CORP COM 0.0%
Value ($000) $5,652 (+405.3%) Shares 51,422 (+359.1%) Est. Cost $104.07 Unrealized +0.6%
JBL JABIL INC COM 0.2%
Value ($000) $19,854 (+27.0%) Shares 74,744 (+9.0%) Est. Cost $216.16 Unrealized +14.7%
CHD CHURCH & DWIGHT CO INC COM 0.0%
Value ($000) $4,911 (+281.0%) Shares 52,627 (+242.4%) Est. Cost $92.02 Unrealized +3.0%
ECL ECOLAB INC COM 0.2%
Value ($000) $22,716 (+18.9%) Shares 85,393 (+17.3%) Est. Cost $268.74 Unrealized +6.5%
ON ON SEMICONDUCTOR CORP COM 0.1%
Value ($000) $7,533 (+88.0%) Shares 121,651 (+64.4%) Est. Cost $56.32 Unrealized +13.9%
TPR TAPESTRY INC COM 0.1%
Value ($000) $11,844 (+42.2%) Shares 83,938 (+28.7%) Est. Cost $119.73 Unrealized +16.6%
YUMC YUM CHINA HLDGS INC COM 0.1%
Value ($000) $8,065 (+76.8%) Shares 165,334 (+73.1%) Est. Cost $48.23 Unrealized +6.9%
CFG CITIZENS FINL GROUP INC COM 0.2%
Value ($000) $27,791 (+13.6%) Shares 463,410 (+10.7%) Est. Cost $54.50 Unrealized +15.8%
CTSH COGNIZANT TECHNOLOGY SOLUTIO CL A 0.3%
Value ($000) $34,071 (-8.5%) Shares 555,350 (+23.8%) Est. Cost $75.07 Unrealized +2.3%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $18,674 (+18.5%) Shares 61,736 (+45.0%) Est. Cost $356.72 Unrealized -0.2%
EBAY EBAY INC. COM 0.1%
Value ($000) $11,012 (+34.4%) Shares 120,989 (+28.6%) Est. Cost $87.03 Unrealized +2.6%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $3,233 (+454.7%) Shares 29,522 (+523.1%) Est. Cost $125.01 Unrealized +2.7%
SPY STATE STR SPDR S&P 500 ETF T TR UNIT 0.1%
Value ($000) $14,651 (+21.2%) Shares 22,528 (+27.1%) Est. Cost $675.19 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $3,293 (+342.1%) Shares 27,758 (+332.6%) Est. Cost $117.92 Unrealized +1.9%
ODFL OLD DOMINION FREIGHT LINE IN COM 0.1%
Value ($000) $7,655 (+49.5%) Shares 39,175 (+20.0%) Est. Cost $149.83 Unrealized +22.2%
FTV FORTIVE CORP COM 0.0%
Value ($000) $2,972 (+433.6%) Shares 53,760 (+433.0%) Est. Cost $55.36 Unrealized +1.5%
CMI CUMMINS INC COM 0.1%
Value ($000) $10,359 (+30.1%) Shares 19,254 (+23.5%) Est. Cost $487.08 Unrealized +18.2%
MCO MOODYS CORP COM 0.1%
Value ($000) $16,567 (-11.5%) Shares 37,976 (+3.7%) Est. Cost $487.42 Unrealized +0.4%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $8,448 (+32.8%) Shares 150,019 (+24.6%) Est. Cost $56.34 Unrealized +5.9%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $2,170 (+956.2%) Shares 1,255 (+1130.4%) Est. Cost $2069.23 Unrealized -0.1%
IWD ISHARES TR RUS 1000 VAL ETF 0.0%
Value ($000) $5,695 (+52.2%) Shares 26,654 (+49.8%) Est. Cost $211.45 Unrealized
BAC BANK AMERICA CORP COM 2.8%
Value ($000) $335,506 (-0.6%) Shares 6,882,178 (+12.2%) Est. Cost $52.78 Unrealized +1.7%
SQM SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 0.0%
Value ($000) $4,692 (+64.4%) Shares 57,963 (+39.8%) Est. Cost $72.25 Unrealized
GE GE AEROSPACE COM NEW 0.5%
Value ($000) $60,279 (+3.0%) Shares 212,422 (+11.8%) Est. Cost $302.64 Unrealized +5.1%
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $2,424 (+247.4%) Shares 32,206 (+294.9%) Est. Cost $77.18 Unrealized -1.1%
WFC WELLS FARGO & CO COM 0.5%
Value ($000) $55,209 (-3.0%) Shares 693,490 (+13.6%) Est. Cost $87.04 Unrealized +3.4%
NI NISOURCE INC COM 0.0%
Value ($000) $2,521 (+197.1%) Shares 54,036 (+165.9%) Est. Cost $43.48 Unrealized +1.2%
EVRG EVERGY INC COM 0.0%
Value ($000) $2,311 (+235.8%) Shares 28,210 (+197.1%) Est. Cost $76.65 Unrealized +0.8%
EXPD EXPEDITORS INTL WASH INC COM 0.0%
Value ($000) $2,337 (+221.5%) Shares 16,319 (+234.5%) Est. Cost $150.50 Unrealized +4.2%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $3,377 (+90.0%) Shares 37,696 (+78.5%) Est. Cost $88.26 Unrealized +6.1%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $10,282 (+16.3%) Shares 13,307 (+16.2%) Est. Cost $691.27 Unrealized +11.3%
OTIS OTIS WORLDWIDE CORP COM 0.2%
Value ($000) $20,139 (-6.5%) Shares 261,268 (+5.9%) Est. Cost $89.26 Unrealized +0.3%
ADP AUTOMATIC DATA PROCESSING IN COM 0.2%
Value ($000) $29,577 (+4.7%) Shares 145,571 (+32.5%) Est. Cost $258.94 Unrealized -7.0%
DE DEERE & CO COM 0.0%
Value ($000) $2,622 (+82.7%) Shares 4,655 (+51.0%) Est. Cost $495.96 Unrealized +11.2%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $8,429 (+15.5%) Shares 91,499 (+40.6%) Est. Cost $112.34 Unrealized -9.2%
VALE VALE S A SPONSORED ADS 0.0%
Value ($000) $5,732 (+23.5%) Shares 360,256 (+1.1%) Est. Cost $13.06 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2,082 (+93.6%) Shares 8,425 (+27.6%) Est. Cost $173.41 Unrealized +9.6%
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $1,421 (+200.8%) Shares 35,295 (+186.5%) Est. Cost $38.97 Unrealized -0.5%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $1,226 (+298.8%) Shares 24,363 (+190.3%) Est. Cost $38.35 Unrealized +5.0%
LDOS LEIDOS HOLDINGS INC COM 0.1%
Value ($000) $8,259 (+11.0%) Shares 53,104 (+28.7%) Est. Cost $188.43 Unrealized -1.2%
EL LAUDER ESTEE COS INC CL A 0.0%
Value ($000) $2,846 (+35.8%) Shares 39,655 (+98.1%) Est. Cost $104.28 Unrealized +7.3%
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $1,457 (+101.3%) Shares 20,308 (+82.4%) Est. Cost $67.18 Unrealized +0.6%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $2,493 (+40.9%) Shares 12,576 (+61.9%) Est. Cost $210.18 Unrealized -1.7%
VLTO VERALTO CORP COM SHS 0.1%
Value ($000) $6,531 (-9.8%) Shares 73,860 (+1.7%) Est. Cost $100.95 Unrealized -3.4%
PSA PUBLIC STORAGE OPER CO COM 0.0%
Value ($000) $1,638 (+75.0%) Shares 6,048 (+67.7%) Est. Cost $269.68 Unrealized -4.2%
UGI UGI CORP NEW COM 0.0%
Value ($000) $2,449 (+40.1%) Shares 67,245 (+44.0%) Est. Cost $36.27 Unrealized +5.4%
R RYDER SYS INC COM 0.0%
Value ($000) $1,241 (+120.6%) Shares 6,064 (+106.3%) Est. Cost $191.75 Unrealized +5.9%
YUM YUM BRANDS INC COM 0.1%
Value ($000) $15,195 (+4.7%) Shares 97,732 (+1.8%) Est. Cost $147.84 Unrealized +6.4%
CVNA CARVANA CO CL A 0.0%
Value ($000) $944 (+202.6%) Shares 3,002 (+306.2%) Est. Cost $399.44 Unrealized +2.3%
PFG PRINCIPAL FINANCIAL GROUP IN COM 0.0%
Value ($000) $1,723 (+51.5%) Shares 19,116 (+48.3%) Est. Cost $86.73 Unrealized +6.8%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $1,687 (+50.1%) Shares 21,749 (+35.3%) Est. Cost $72.41 Unrealized -0.3%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $2,348 (+31.2%) Shares 20,894 (+8.0%) Est. Cost $94.75 Unrealized +2.8%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1,726 (+42.6%) Shares 11,806 (+25.8%) Est. Cost $135.21 Unrealized +1.2%
AXIA CENTRAIS ELET BRAS SA SPONSORED ADR 0.0%
Value ($000) $2,583 (+24.5%) Shares 228,991 (+1.1%) Est. Cost $9.18 Unrealized
XYL XYLEM INC COM 0.0%
Value ($000) $1,512 (+41.3%) Shares 12,652 (+61.0%) Est. Cost $140.88 Unrealized -3.1%
BMO BANK MONTREAL MEDIUM COM 0.0%
Value ($000) $848 (+103.5%) Shares 4,498 (+92.6%) Est. Cost $132.52 Unrealized +4.8%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $1,452 (+34.0%) Shares 33,639 (+19.0%) Est. Cost $39.04 Unrealized +2.5%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $672 (+110.6%) Shares 8,390 (+124.2%) Est. Cost $82.00 Unrealized -0.1%
HAS HASBRO INC COM 0.0%
Value ($000) $1,665 (+26.4%) Shares 17,789 (+10.7%) Est. Cost $79.45 Unrealized +16.6%
ACWI ISHARES TR MSCI ACWI ETF 0.1%
Value ($000) $16,289 (+2.2%) Shares 117,719 (+4.5%) Est. Cost $141.36 Unrealized
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $1,466 (+30.0%) Shares 7,938 (+18.0%) Est. Cost $172.18 Unrealized -0.4%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $1,446 (+29.0%) Shares 10,622 (+23.7%) Est. Cost $132.35 Unrealized -2.6%
KO COCA COLA CO COM 0.0%
Value ($000) $1,832 (+21.3%) Shares 24,093 (+11.5%) Est. Cost $69.95 Unrealized +6.9%
INCY INCYTE CORP COM 0.1%
Value ($000) $9,692 (-3.1%) Shares 102,979 (+1.7%) Est. Cost $96.86 Unrealized +6.5%
URTH ISHARES INC MSCI WORLD ETF 0.2%
Value ($000) $22,444 (+1.4%) Shares 124,673 (+4.6%) Est. Cost $185.52 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $1,358 (+28.1%) Shares 35,555 (+17.4%) Est. Cost $35.89 Unrealized +0.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $1,120 (+31.6%) Shares 5,667 (+23.5%) Est. Cost $186.56 Unrealized +0.2%
MTB M & T BK CORP COM 0.0%
Value ($000) $715 (+44.5%) Shares 3,459 (+40.8%) Est. Cost $199.10 Unrealized +11.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $736 (+34.4%) Shares 12,775 (+25.5%) Est. Cost $57.28 Unrealized +1.5%
F FORD MTR CO COM 0.2%
Value ($000) $21,153 (-0.8%) Shares 1,833,039 (+12.8%) Est. Cost $12.94 Unrealized +6.2%
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $12,558 (-1.2%) Shares 79,807 (+2.5%) Est. Cost $161.26 Unrealized +1.0%
EXEL EXELIXIS INC COM 0.0%
Value ($000) $2,115 (+6.9%) Shares 49,311 (+9.3%) Est. Cost $41.57 Unrealized +5.3%
EMBJ EMBRAER S.A. SPONSORED ADS 0.0%
Value ($000) $1,879 (-6.8%) Shares 31,663 (+1.1%) Est. Cost $64.31 Unrealized
SMR NUSCALE PWR CORP CL A COM 0.0%
Value ($000) $772 (-10.1%) Shares 71,216 (+17.5%) Est. Cost $26.91 Unrealized -35.9%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $5,031 (-1.7%) Shares 18,476 (+3.0%) Est. Cost $293.53 Unrealized +4.5%
TTWO TAKE-TWO INTERACTIVE SOFTWAR COM 0.0%
Value ($000) $551 (+12.9%) Shares 2,788 (+46.4%) Est. Cost $241.60 Unrealized -6.9%
RY ROYAL BK CDA COM 0.0%
Value ($000) $1,909 (+3.0%) Shares 8,488 (+7.1%) Est. Cost $154.66 Unrealized +9.9%
DDS DILLARDS INC CL A 0.0%
Value ($000) $320 (+16.7%) Shares 559 (+23.7%) Est. Cost $616.24 Unrealized +4.8%
HR HEALTHCARE RLTY TR CL A COM 0.0%
Value ($000) $1,086 (+3.6%) Shares 63,948 (+3.3%) Est. Cost $16.95 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $483 (+6.8%) Shares 8,957 (+29.1%) Est. Cost $60.56 Unrealized -3.6%
URI UNITED RENTALS INC COM 0.0%
Value ($000) $5,231 (+0.1%) Shares 7,180 (+11.2%) Est. Cost $868.66 Unrealized +1.6%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $6,016 (-0.1%) Shares 45,919 (+1.2%) Est. Cost $132.57 Unrealized +12.0%

Exited Positions (102)

BX BLACKSTONE INC COM 0.2%
Value ($000) $18,217 Shares 118,183 Est. Cost $151.46 Unrealized -7.0%
KKR KKR & CO INC COM 0.1%
Value ($000) $11,037 Shares 86,576 Est. Cost $124.29 Unrealized -7.7%
BN BROOKFIELD CORP CL A LTD VT SH 0.1%
Value ($000) $10,642 Shares 231,902 Est. Cost $45.55 Unrealized +2.5%
DRI DARDEN RESTAURANTS INC COM 0.1%
Value ($000) $10,548 Shares 57,319 Est. Cost $182.09 Unrealized +13.9%
ZTS ZOETIS INC CL A 0.1%
Value ($000) $8,785 Shares 69,819 Est. Cost $130.26 Unrealized -3.3%
HUM HUMANA INC COM 0.1%
Value ($000) $8,624 Shares 33,672 Est. Cost $261.32 Unrealized -14.5%
APO APOLLO GLOBAL MGMT INC COM 0.1%
Value ($000) $8,360 Shares 57,748 Est. Cost $132.57 Unrealized +0.6%
CTAS CINTAS CORP COM 0.1%
Value ($000) $7,578 Shares 40,294 Est. Cost $188.13 Unrealized +2.8%
TEAM ATLASSIAN CORPORATION CL A 0.1%
Value ($000) $6,346 Shares 39,136 Est. Cost $156.92 Unrealized -27.8%
ZM ZOOM COMMUNICATIONS INC CL A 0.1%
Value ($000) $6,199 Shares 71,844 Est. Cost $84.17 Unrealized +4.6%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.1%
Value ($000) $6,173 Shares 38,193 Est. Cost $154.95 Unrealized -4.1%
TWLO TWILIO INC CL A 0.0%
Value ($000) $4,936 Shares 34,700 Est. Cost $123.87 Unrealized -1.6%
EUFN ISHARES TR MSCI EURO FL ETF 0.0%
Value ($000) $4,782 Shares 128,921 Est. Cost $37.09 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $4,479 Shares 104,891 Est. Cost $44.60 Unrealized -0.3%
QUAL ISHARES TR MSCI USA QLT FCT 0.0%
Value ($000) $4,027 Shares 20,275 Est. Cost $198.62 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $3,699 Shares 213,206 Est. Cost $16.29 Unrealized +9.8%
COIN COINBASE GLOBAL INC COM CL A 0.0%
Value ($000) $3,561 Shares 15,746 Est. Cost $297.98 Unrealized -32.7%
HUBS HUBSPOT INC COM 0.0%
Value ($000) $3,019 Shares 7,524 Est. Cost $414.24 Unrealized -29.6%
IT GARTNER INC COM 0.0%
Value ($000) $3,002 Shares 11,900 Est. Cost $240.69 Unrealized -17.7%
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $2,909 Shares 43,415 Est. Cost $83.54 Unrealized -15.1%
DXCM DEXCOM INC COM 0.0%
Value ($000) $2,778 Shares 41,854 Est. Cost $64.65 Unrealized +9.7%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $2,725 Shares 13,113 Est. Cost $181.15 Unrealized +4.2%
MDB MONGODB INC CL A 0.0%
Value ($000) $2,700 Shares 6,434 Est. Cost $363.83 Unrealized +3.4%
CNC CENTENE CORP DEL COM 0.0%
Value ($000) $2,605 Shares 63,300 Est. Cost $37.43 Unrealized +15.8%
NTAP NETAPP INC COM 0.0%
Value ($000) $2,456 Shares 22,934 Est. Cost $113.62 Unrealized -10.3%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value ($000) $2,403 Shares 13,863 Est. Cost $182.81 Unrealized -14.8%
NTNX NUTANIX INC CL A 0.0%
Value ($000) $2,382 Shares 46,092 Est. Cost $61.10 Unrealized -28.5%
TPG TPG INC COM CL A 0.0%
Value ($000) $2,273 Shares 35,609 Est. Cost $59.03 Unrealized -3.0%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $2,218 Shares 11,430 Est. Cost $189.55 Unrealized -11.5%
OWL BLUE OWL CAPITAL INC COM CL A 0.0%
Value ($000) $2,109 Shares 141,147 Est. Cost $15.64 Unrealized -12.2%
RBRK RUBRIK INC. CL A 0.0%
Value ($000) $2,014 Shares 26,337 Est. Cost $76.71 Unrealized -20.9%
CG CARLYLE GROUP INC COM 0.0%
Value ($000) $2,008 Shares 33,977 Est. Cost $56.28 Unrealized +4.8%
SEIC SEI INVTS CO COM 0.0%
Value ($000) $1,924 Shares 23,452 Est. Cost $81.71 Unrealized +3.0%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $1,770 Shares 13,092 Est. Cost $135.75 Unrealized +10.5%
PAYC PAYCOM SOFTWARE INC COM 0.0%
Value ($000) $1,755 Shares 11,012 Est. Cost $176.93 Unrealized -22.1%
TXT TEXTRON INC COM 0.0%
Value ($000) $1,677 Shares 19,233 Est. Cost $83.66 Unrealized +12.4%
TER TERADYNE INC COM 0.0%
Value ($000) $1,667 Shares 8,613 Est. Cost $171.50 Unrealized +55.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1,652 Shares 63,791 Est. Cost $28.79 Unrealized -22.8%
SNX TD SYNNEX CORPORATION COM 0.0%
Value ($000) $1,590 Shares 10,582 Est. Cost $152.83 Unrealized +3.1%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value ($000) $1,550 Shares 14,948 Est. Cost $93.73 Unrealized +16.9%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value ($000) $1,430 Shares 1,578 Est. Cost $960.73 Unrealized +15.0%
ORLY OREILLY AUTOMOTIVE INC COM 0.0%
Value ($000) $1,418 Shares 15,552 Est. Cost $97.70 Unrealized -2.8%
CPRT COPART INC COM 0.0%
Value ($000) $1,391 Shares 35,520 Est. Cost $41.46 Unrealized -5.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $1,374 Shares 4,428 Est. Cost $285.32 Unrealized +15.9%
TIMB TIM S A SPONSORED ADR 0.0%
Value ($000) $1,302 Shares 66,932 Est. Cost $19.45 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $1,301 Shares 20,512 Est. Cost $69.45 Unrealized -13.6%
BAH BOOZ ALLEN HAMILTON HLDG COR CL A 0.0%
Value ($000) $1,283 Shares 15,210 Est. Cost $88.51 Unrealized -1.7%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $1,265 Shares 4,889 Est. Cost $264.22 Unrealized -9.0%
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $1,198 Shares 4,170 Est. Cost $272.20 Unrealized +12.1%
LOPE GRAND CANYON ED INC COM 0.0%
Value ($000) $1,156 Shares 6,953 Est. Cost $180.87 Unrealized -6.4%
DBX DROPBOX INC CL A 0.0%
Value ($000) $1,142 Shares 41,087 Est. Cost $29.13 Unrealized -11.7%
NFG NATIONAL FUEL GAS CO COM 0.0%
Value ($000) $1,124 Shares 14,045 Est. Cost $82.39 Unrealized +1.4%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $1,099 Shares 788 Est. Cost $1396.48 Unrealized +1.2%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $1,082 Shares 4,835 Est. Cost $225.29 Unrealized -9.6%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $1,062 Shares 5,011 Est. Cost $214.59 Unrealized +0.9%
DOCS DOXIMITY INC CL A 0.0%
Value ($000) $1,049 Shares 23,700 Est. Cost $56.14 Unrealized -37.7%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $1,040 Shares 36,020 Est. Cost $28.47 Unrealized +0.9%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $1,021 Shares 14,713 Est. Cost $61.82 Unrealized +16.9%
CIVI CIVITAS RESOURCES INC COM NEW 0.0%
Value ($000) $1,004 Shares 37,078 Est. Cost $28.53 Unrealized -5.9%
LSCC LATTICE SEMICONDUCTOR CORP COM 0.0%
Value ($000) $995 Shares 13,519 Est. Cost $73.58 Unrealized
HLI HOULIHAN LOKEY INC CL A 0.0%
Value ($000) $925 Shares 5,308 Est. Cost $183.13 Unrealized -4.1%
ROL ROLLINS INC COM 0.0%
Value ($000) $894 Shares 14,901 Est. Cost $58.66 Unrealized +5.4%
ETSY ETSY INC COM 0.0%
Value ($000) $888 Shares 16,018 Est. Cost $61.02 Unrealized -8.5%
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $879 Shares 3,750 Est. Cost $228.49 Unrealized +15.2%
VRSN VERISIGN INC COM 0.0%
Value ($000) $867 Shares 3,567 Est. Cost $250.80 Unrealized -6.1%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value ($000) $846 Shares 3,531 Est. Cost $236.85 Unrealized +14.3%
MSGS MADISON SQUARE GRDN SPRT COR CL A 0.0%
Value ($000) $825 Shares 3,191 Est. Cost $227.62 Unrealized +26.0%
QRVO QORVO INC COM 0.0%
Value ($000) $806 Shares 9,537 Est. Cost $88.25 Unrealized -6.9%
LNG CHENIERE ENERGY INC COM NEW 0.0%
Value ($000) $785 Shares 4,037 Est. Cost $209.99 Unrealized -0.1%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $779 Shares 1,716 Est. Cost $476.40 Unrealized -19.2%
NWS NEWS CORP NEW CL B 0.0%
Value ($000) $772 Shares 26,066 Est. Cost $29.81 Unrealized -3.5%
SFM SPROUTS FMRS MKT INC COM 0.0%
Value ($000) $766 Shares 9,619 Est. Cost $89.72 Unrealized -19.3%
CSL CARLISLE COS INC COM 0.0%
Value ($000) $757 Shares 2,367 Est. Cost $322.65 Unrealized +15.1%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $716 Shares 18,752 Est. Cost $45.52 Unrealized -20.6%
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $704 Shares 4,376 Est. Cost $157.23 Unrealized +2.7%
CR CRANE COMPANY COMMON STOCK 0.0%
Value ($000) $686 Shares 3,718 Est. Cost $185.35 Unrealized +6.9%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $685 Shares 9,195 Est. Cost $73.07 Unrealized +2.7%
ALAB ASTERA LABS INC COM 0.0%
Value ($000) $682 Shares 4,101 Est. Cost $167.29 Unrealized -5.8%
EXR EXTRA SPACE STORAGE INC COM 0.0%
Value ($000) $677 Shares 5,201 Est. Cost $135.01 Unrealized -3.0%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $665 Shares 15,261 Est. Cost $46.41 Unrealized -20.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $664 Shares 5,249 Est. Cost $126.58 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $568 Shares 9,551 Est. Cost $54.44 Unrealized +7.9%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $507 Shares 8,397 Est. Cost $58.96 Unrealized +4.3%
IOT SAMSARA INC COM CL A 0.0%
Value ($000) $482 Shares 13,601 Est. Cost $38.70 Unrealized -23.1%
PRI PRIMERICA INC COM 0.0%
Value ($000) $478 Shares 1,851 Est. Cost $260.86 Unrealized +0.1%
PLYM PLYMOUTH INDL REIT INC COM 0.0%
Value ($000) $469 Shares 21,421 Est. Cost $21.88 Unrealized
SOLS SOLSTICE ADVANCED MATLS INC COM SHS ADDED 0.0%
Value ($000) $464 Shares 9,558 Est. Cost $47.08 Unrealized +38.5%
FSK FS KKR CAP CORP COM 0.0%
Value ($000) $427 Shares 28,857 Est. Cost $14.70 Unrealized -6.1%
MORN MORNINGSTAR INC COM 0.0%
Value ($000) $418 Shares 1,922 Est. Cost $216.57 Unrealized -12.1%
IBN ICICI BANK LIMITED ADR 0.0%
Value ($000) $383 Shares 12,850 Est. Cost $29.80 Unrealized
IGV ISHARES TR EXPANDED TECH 0.0%
Value ($000) $356 Shares 3,368 Est. Cost $105.69 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $337 Shares 3,065 Est. Cost $103.14 Unrealized +6.8%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $329 Shares 3,237 Est. Cost $80.31 Unrealized +27.8%
WCLD WISDOMTREE TR CLOUD COMPUTNG 0.0%
Value ($000) $313 Shares 8,937 Est. Cost $35.01 Unrealized
RDDT REDDIT INC CL A 0.0%
Value ($000) $276 Shares 1,202 Est. Cost $210.30 Unrealized -9.8%
AGCO AGCO CORP COM 0.0%
Value ($000) $257 Shares 2,464 Est. Cost $105.99 Unrealized +14.3%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $257 Shares 452 Est. Cost $620.52 Unrealized -15.1%
KD KYNDRYL HLDGS INC COMMON STOCK 0.0%
Value ($000) $245 Shares 9,217 Est. Cost $27.11 Unrealized -24.1%
PSKY PARAMOUNT SKYDANCE CORP COM CL B 0.0%
Value ($000) $219 Shares 16,380 Est. Cost $15.56 Unrealized -27.0%
HHH HOWARD HUGHES HOLDINGS INC COM 0.0%
Value ($000) $213 Shares 2,674 Est. Cost $82.83 Unrealized -2.6%
ZG ZILLOW GROUP INC CL A 0.0%
Value ($000) $210 Shares 3,083 Est. Cost $70.33 Unrealized -17.2%
GTM ZOOMINFO TECHNOLOGIES INC COMMON STOCK 0.0%
Value ($000) $201 Shares 19,753 Est. Cost $10.30 Unrealized -21.1%

Decreased Positions (263)

MSFT MICROSOFT CORP COM 5.5%
Value ($000) $654,331 (-25.9%) Shares 1,767,650 (-3.3%) Est. Cost $500.58 Unrealized -13.2%
STT STATE STR CORP COM 0.4%
Value ($000) $50,272 (-71.9%) Shares 397,217 (-71.3%) Est. Cost $118.97 Unrealized +9.5%
GOOGL ALPHABET INC CAP STK CL A 4.4%
Value ($000) $520,790 (-16.5%) Shares 1,811,066 (-9.2%) Est. Cost $285.60 Unrealized +13.2%
AVGO BROADCOM INC COM 2.8%
Value ($000) $328,113 (-23.9%) Shares 1,060,105 (-14.9%) Est. Cost $357.00 Unrealized -6.4%
AAPL APPLE INC COM 5.4%
Value ($000) $644,158 (-12.2%) Shares 2,538,155 (-6.0%) Est. Cost $268.34 Unrealized -2.1%
AMZN AMAZON COM INC COM 2.5%
Value ($000) $296,419 (-19.7%) Shares 1,423,242 (-11.0%) Est. Cost $228.79 Unrealized -0.9%
NOW SERVICENOW INC COM 0.1%
Value ($000) $9,867 (-85.4%) Shares 94,373 (-78.6%) Est. Cost $171.54 Unrealized -29.4%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $8,029 (-84.4%) Shares 23,394 (-84.7%) Est. Cost $340.86 Unrealized +4.0%
ABT ABBOTT LABORATORIES COM 0.1%
Value ($000) $9,729 (-81.7%) Shares 94,759 (-77.6%) Est. Cost $127.30 Unrealized -9.3%
VICI VICI PPTYS INC COM 0.0%
Value ($000) $2,012 (-95.5%) Shares 73,659 (-95.4%) Est. Cost $29.30 Unrealized -3.9%
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $8,814 (-82.4%) Shares 36,056 (-85.1%) Est. Cost $197.01 Unrealized +15.7%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $12,998 (-73.8%) Shares 98,466 (-81.4%) Est. Cost $90.02 Unrealized +14.0%
TSLA TESLA INC COM 1.2%
Value ($000) $143,295 (-20.3%) Shares 385,462 (-3.6%) Est. Cost $443.29 Unrealized -3.9%
INTU INTUIT COM 0.3%
Value ($000) $38,960 (-46.7%) Shares 90,106 (-18.3%) Est. Cost $660.69 Unrealized -24.7%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $36,292 (-48.3%) Shares 281,816 (-31.3%) Est. Cost $170.79 Unrealized -9.9%
CHRW C H ROBINSON WORLDWIDE IN COM NEW 0.6%
Value ($000) $71,538 (-31.0%) Shares 430,770 (-33.3%) Est. Cost $147.32 Unrealized +23.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.1%
Value ($000) $132,005 (-18.9%) Shares 275,470 (-14.9%) Est. Cost $497.53 Unrealized -0.8%
CLOI VANECK ETF TRUST CLO ETF 0.0%
Value ($000) $1,956 (-93.8%) Shares 37,115 (-93.8%) Est. Cost $52.81 Unrealized
SNPS SYNOPSYS INC COM 0.8%
Value ($000) $92,159 (-24.2%) Shares 232,444 (-10.2%) Est. Cost $444.23 Unrealized +6.2%
GOOG ALPHABET INC CAP STK CL C 1.5%
Value ($000) $177,115 (-14.0%) Shares 617,427 (-5.9%) Est. Cost $286.33 Unrealized +13.0%
WMT WALMART INC COM 0.3%
Value ($000) $35,475 (-44.4%) Shares 285,446 (-50.2%) Est. Cost $107.20 Unrealized +13.8%
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $110,369 (-20.4%) Shares 650,533 (-43.6%) Est. Cost $115.49 Unrealized +20.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.3%
Value ($000) $35,708 (-42.8%) Shares 91,463 (-31.3%) Est. Cost $509.22 Unrealized -15.3%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $6,451 (-80.3%) Shares 35,359 (-73.8%) Est. Cost $222.19 Unrealized +0.5%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $13,033 (-65.9%) Shares 28,271 (-58.1%) Est. Cost $532.37 Unrealized -2.1%
ADBE ADOBE INC COM 0.3%
Value ($000) $34,977 (-41.6%) Shares 143,892 (-15.9%) Est. Cost $340.09 Unrealized -14.8%
UNP UNION PAC CORP COM 1.9%
Value ($000) $226,692 (-9.8%) Shares 934,352 (-14.0%) Est. Cost $227.32 Unrealized +7.0%
MA MASTERCARD INCORPORATED CL A 0.8%
Value ($000) $100,255 (-19.2%) Shares 200,646 (-7.7%) Est. Cost $558.95 Unrealized -3.6%
CCC CCC INTELLIGENT SOLUTIONS HL COM 0.4%
Value ($000) $51,532 (-31.5%) Shares 8,588,715 (-9.2%) Est. Cost $8.13 Unrealized -15.1%
PANW PALO ALTO NETWORKS INC COM 0.4%
Value ($000) $50,969 (-31.7%) Shares 317,920 (-21.5%) Est. Cost $201.75 Unrealized -14.7%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $953 (-96.0%) Shares 2,241 (-95.0%) Est. Cost $494.21 Unrealized -1.8%
CTVA CORTEVA INC COM 0.0%
Value ($000) $208 (-99.1%) Shares 2,485 (-99.3%) Est. Cost $64.54 Unrealized +12.7%
PLD PROLOGIS INC. COM 0.4%
Value ($000) $47,570 (-31.3%) Shares 359,891 (-33.7%) Est. Cost $123.86 Unrealized +4.2%
EIX EDISON INTL COM 0.2%
Value ($000) $25,480 (-45.3%) Shares 348,188 (-55.1%) Est. Cost $57.33 Unrealized +12.7%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.5%
Value ($000) $55,974 (-26.9%) Shares 382,648 (-11.2%) Est. Cost $181.03 Unrealized -14.8%
ORCL ORACLE CORP COM 0.1%
Value ($000) $10,634 (-65.9%) Shares 72,287 (-54.8%) Est. Cost $238.05 Unrealized -28.8%
V VISA INC COM CL A 0.6%
Value ($000) $75,670 (-21.1%) Shares 250,364 (-8.5%) Est. Cost $340.38 Unrealized -3.3%
ABNB AIRBNB INC COM CL A 0.1%
Value ($000) $14,558 (-56.9%) Shares 115,283 (-53.7%) Est. Cost $124.53 Unrealized +3.9%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $203 (-98.9%) Shares 2,204 (-98.7%) Est. Cost $101.05 Unrealized +10.5%
ANET ARISTA NETWORKS INC COM SHS 0.2%
Value ($000) $24,092 (-43.6%) Shares 196,219 (-39.8%) Est. Cost $137.66 Unrealized -1.9%
APP APPLOVIN CORP COM CL A 0.1%
Value ($000) $16,504 (-52.0%) Shares 41,468 (-18.8%) Est. Cost $630.10 Unrealized -19.5%
CRM SALESFORCE INC COM 0.3%
Value ($000) $38,936 (-31.0%) Shares 208,580 (-2.1%) Est. Cost $248.17 Unrealized -13.1%
AMT AMERICAN TOWER CORP COM 0.1%
Value ($000) $13,670 (-55.8%) Shares 79,212 (-55.0%) Est. Cost $180.30 Unrealized -3.0%
FE FIRSTENERGY CORP COM 0.3%
Value ($000) $36,191 (-31.8%) Shares 714,382 (-39.7%) Est. Cost $45.73 Unrealized +3.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $2,836 (-85.4%) Shares 9,722 (-85.4%) Est. Cost $280.61 Unrealized +2.8%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $4,804 (-77.0%) Shares 66,295 (-75.6%) Est. Cost $71.65 Unrealized +12.5%
HD HOME DEPOT INC COM 0.5%
Value ($000) $57,806 (-21.6%) Shares 175,760 (-18.0%) Est. Cost $364.59 Unrealized +3.4%
CME CME GROUP INC COM 0.8%
Value ($000) $96,805 (-13.2%) Shares 327,765 (-19.7%) Est. Cost $270.74 Unrealized +6.9%
HCA HCA HEALTHCARE INC COM 0.2%
Value ($000) $23,281 (-38.6%) Shares 49,194 (-39.4%) Est. Cost $463.73 Unrealized +7.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $8,012 (-63.9%) Shares 94,004 (-66.5%) Est. Cost $78.31 Unrealized +13.3%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $16,066 (-46.2%) Shares 36,151 (-40.6%) Est. Cost $473.82 Unrealized +5.6%
FFIV F5 INC COM 0.0%
Value ($000) $2,392 (-84.5%) Shares 8,268 (-86.3%) Est. Cost $269.03 Unrealized +1.3%
PG PROCTER & GAMBLE CO COM 0.6%
Value ($000) $70,010 (-15.0%) Shares 484,701 (-15.6%) Est. Cost $147.17 Unrealized +3.1%
BSX BOSTON SCIENTIFIC CORP COM 0.2%
Value ($000) $17,971 (-40.1%) Shares 286,392 (-8.9%) Est. Cost $98.04 Unrealized -12.5%
SHOP SHOPIFY INC CL A SUB VTG SHS 0.0%
Value ($000) $2,203 (-84.1%) Shares 17,425 (-79.4%) Est. Cost $160.56 Unrealized -15.0%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $25,275 (-31.1%) Shares 6,003 (-12.4%) Est. Cost $5137.84 Unrealized -6.9%
TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 0.0%
Value ($000) $1,746 (-86.7%) Shares 5,166 (-88.1%) Est. Cost $303.89 Unrealized
NET CLOUDFLARE INC CL A COM 0.2%
Value ($000) $24,874 (-31.4%) Shares 120,549 (-34.4%) Est. Cost $211.53 Unrealized -13.8%
ADSK AUTODESK INC COM 0.2%
Value ($000) $21,311 (-33.6%) Shares 89,019 (-17.9%) Est. Cost $302.56 Unrealized -16.1%
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $5,349 (-66.7%) Shares 16,279 (-64.4%) Est. Cost $363.46 Unrealized +0.3%
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $11,061 (-49.0%) Shares 40,879 (-37.8%) Est. Cost $337.21 Unrealized -8.5%
ZS ZSCALER INC COM 0.1%
Value ($000) $7,872 (-57.5%) Shares 56,110 (-31.8%) Est. Cost $282.25 Unrealized -31.5%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $113,751 (-8.2%) Shares 134,459 (-4.6%) Est. Cost $813.35 Unrealized +14.7%
WDC WESTERN DIGITAL CORP COM 0.1%
Value ($000) $11,641 (-43.7%) Shares 43,035 (-64.2%) Est. Cost $151.55 Unrealized +65.8%
AMD ADVANCED MICRO DEVICES INC COM 0.4%
Value ($000) $46,642 (-15.4%) Shares 229,276 (-10.9%) Est. Cost $224.60 Unrealized -1.3%
ITW ILLINOIS TOOL WKS INC COM 0.6%
Value ($000) $68,413 (-10.9%) Shares 262,835 (-15.7%) Est. Cost $247.57 Unrealized +10.4%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $25,365 (-24.6%) Shares 505,288 (-38.8%) Est. Cost $40.48 Unrealized +8.2%
APH AMPHENOL CORP CL A 0.3%
Value ($000) $33,153 (-20.0%) Shares 262,389 (-14.4%) Est. Cost $133.54 Unrealized +9.6%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $18,084 (-31.1%) Shares 393,387 (-26.2%) Est. Cost $45.80 Unrealized +11.7%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $573 (-93.3%) Shares 7,609 (-92.8%) Est. Cost $75.76 Unrealized +1.0%
HON HONEYWELL INTL INC COM 1.4%
Value ($000) $165,138 (-4.6%) Shares 730,604 (-17.7%) Est. Cost $195.03 Unrealized +15.8%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $3,339 (-70.1%) Shares 16,045 (-70.1%) Est. Cost $192.78 Unrealized +16.7%
EXPE EXPEDIA GROUP INC COM NEW 0.1%
Value ($000) $10,853 (-40.5%) Shares 47,006 (-27.0%) Est. Cost $246.88 Unrealized +2.7%
ROK ROCKWELL AUTOMATION INC COM 0.2%
Value ($000) $20,783 (-26.0%) Shares 57,910 (-19.8%) Est. Cost $375.21 Unrealized +9.3%
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $5,217 (-58.3%) Shares 9,285 (-49.7%) Est. Cost $681.02 Unrealized -1.6%
CF CF INDUSTRIES HOLD COM 0.2%
Value ($000) $21,419 (+51.3%) Shares 164,961 (-9.9%) Est. Cost $81.93 Unrealized +9.9%
FTNT FORTINET INC COM 0.3%
Value ($000) $41,237 (-14.7%) Shares 504,611 (-17.1%) Est. Cost $82.94 Unrealized -3.6%
PCAR PACCAR INC COM 0.3%
Value ($000) $39,824 (-15.1%) Shares 344,799 (-19.5%) Est. Cost $101.22 Unrealized +21.5%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5,118 (-57.5%) Shares 18,417 (-52.1%) Est. Cost $326.31 Unrealized -7.0%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $2,988 (-68.7%) Shares 66,061 (-59.6%) Est. Cost $64.84 Unrealized -22.8%
MO ALTRIA GROUP INC COM 0.3%
Value ($000) $33,786 (-16.0%) Shares 511,980 (-26.6%) Est. Cost $59.36 Unrealized +6.2%
UUUU ENERGY FUELS INC COM NEW 0.0%
Value ($000) $1,356 (-82.6%) Shares 53,169 (-86.4%) Est. Cost $16.97 Unrealized +27.3%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $2,455 (-71.3%) Shares 26,432 (-75.2%) Est. Cost $82.50 Unrealized +5.7%
WAB WABTEC COM 0.9%
Value ($000) $102,774 (+6.2%) Shares 411,243 (-9.3%) Est. Cost $205.33 Unrealized +16.4%
LOW LOWES COS INC COM 1.2%
Value ($000) $142,663 (-3.9%) Shares 603,787 (-1.9%) Est. Cost $239.83 Unrealized +13.2%
GDDY GODADDY INC CL A 0.0%
Value ($000) $2,264 (-71.0%) Shares 27,380 (-56.5%) Est. Cost $129.40 Unrealized -22.3%
DVA DAVITA INC COM 0.0%
Value ($000) $4,958 (-52.2%) Shares 32,257 (-64.6%) Est. Cost $121.60 Unrealized +3.2%
SRE SEMPRA COM 0.1%
Value ($000) $11,124 (-32.2%) Shares 114,475 (-38.4%) Est. Cost $90.54 Unrealized -1.1%
DDOG DATADOG INC CL A COM 0.2%
Value ($000) $19,273 (-21.1%) Shares 163,264 (-9.1%) Est. Cost $158.02 Unrealized -21.6%
HOOD ROBINHOOD MKTS INC COM CL A 0.0%
Value ($000) $1,077 (-82.0%) Shares 15,538 (-70.5%) Est. Cost $130.05 Unrealized -26.4%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $2,046 (-70.4%) Shares 14,683 (-73.9%) Est. Cost $120.88 Unrealized +14.5%
COST COSTCO WHOLESALE CORPORATION COM 0.6%
Value ($000) $75,831 (+6.8%) Shares 76,103 (-7.5%) Est. Cost $905.73 Unrealized +6.4%
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $449 (-91.5%) Shares 14,625 (-91.1%) Est. Cost $32.85 Unrealized -4.4%
WDAY WORKDAY INC CL A 0.0%
Value ($000) $222 (-95.5%) Shares 1,711 (-92.6%) Est. Cost $227.21 Unrealized -24.0%
WSM WILLIAMS SONOMA INC COM 0.0%
Value ($000) $1,824 (-71.8%) Shares 10,002 (-72.4%) Est. Cost $187.24 Unrealized +11.0%
NKE NIKE INC CL B 0.0%
Value ($000) $910 (-83.5%) Shares 17,219 (-80.1%) Est. Cost $64.91 Unrealized -1.4%
GEN GEN DIGITAL INC COM 0.0%
Value ($000) $4,213 (-51.9%) Shares 223,764 (-30.6%) Est. Cost $26.85 Unrealized -9.1%
LRCX LAM RESEARCH CORP COM NEW 0.6%
Value ($000) $66,150 (-6.4%) Shares 309,605 (-25.0%) Est. Cost $155.36 Unrealized +45.4%
BA BOEING CO COM 0.1%
Value ($000) $6,552 (-40.5%) Shares 32,918 (-35.0%) Est. Cost $205.66 Unrealized +16.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value ($000) $819 (-84.4%) Shares 5,428 (-77.4%) Est. Cost $244.09 Unrealized -20.3%
CCI CROWN CASTLE INC COM 0.0%
Value ($000) $5,911 (-42.7%) Shares 72,702 (-37.4%) Est. Cost $91.09 Unrealized -2.6%
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $714 (-85.9%) Shares 21,525 (-82.8%) Est. Cost $40.42 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $489 (-89.6%) Shares 10,312 (-85.0%) Est. Cost $69.15 Unrealized -22.7%
OKTA OKTA INC CL A 0.0%
Value ($000) $4,918 (-45.7%) Shares 62,486 (-40.3%) Est. Cost $87.27 Unrealized -1.2%
BALL BALL CORP COM 0.1%
Value ($000) $6,454 (-39.0%) Shares 109,185 (-45.3%) Est. Cost $49.09 Unrealized +22.8%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $5,000 (-44.7%) Shares 14,131 (-30.5%) Est. Cost $462.16 Unrealized -18.2%
GEV GE VERNOVA INC COM 0.2%
Value ($000) $20,490 (+24.2%) Shares 23,474 (-7.0%) Est. Cost $609.04 Unrealized +21.0%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $272 (-93.5%) Shares 1,550 (-91.7%) Est. Cost $265.35 Unrealized -23.1%
KMB KIMBERLY-CLARK CORP COM 0.2%
Value ($000) $29,165 (-11.7%) Shares 302,322 (-7.7%) Est. Cost $108.41 Unrealized -4.9%
EQIX EQUINIX INC COM 0.1%
Value ($000) $16,930 (-18.5%) Shares 17,271 (-36.3%) Est. Cost $781.19 Unrealized -2.2%
TMUS T-MOBILE US INC COM 0.2%
Value ($000) $18,179 (-17.4%) Shares 86,553 (-20.2%) Est. Cost $211.32 Unrealized -5.2%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value ($000) $1,665 (-69.6%) Shares 16,807 (-73.9%) Est. Cost $87.46 Unrealized -7.3%
DLR DIGITAL RLTY TR INC COM 0.1%
Value ($000) $12,008 (-23.3%) Shares 66,632 (-34.2%) Est. Cost $163.13 Unrealized -5.0%
GLD SPDR GOLD TR GOLD SHS 0.2%
Value ($000) $25,835 (-12.1%) Shares 60,040 (-19.1%) Est. Cost $396.31 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $1,448 (-71.1%) Shares 9,909 (-68.5%) Est. Cost $165.30 Unrealized -4.1%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $2,787 (-55.9%) Shares 21,288 (-60.6%) Est. Cost $121.57 Unrealized -0.6%
MRK MERCK & CO INC COM 0.3%
Value ($000) $32,012 (-9.9%) Shares 266,126 (-21.1%) Est. Cost $93.24 Unrealized +22.6%
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $2,406 (-57.6%) Shares 11,627 (-68.8%) Est. Cost $151.40 Unrealized +13.5%
FOX FOX CORP CL B COM 0.1%
Value ($000) $10,497 (-23.7%) Shares 197,678 (-6.7%) Est. Cost $58.38 Unrealized +4.1%
KLAC KLA CORP COM NEW 0.3%
Value ($000) $29,700 (-9.5%) Shares 20,171 (-25.3%) Est. Cost $1171.91 Unrealized +24.8%
CI THE CIGNA GROUP COM 0.1%
Value ($000) $7,917 (-28.0%) Shares 29,678 (-25.7%) Est. Cost $279.23 Unrealized +0.5%
NDAQ NASDAQ INC COM 0.1%
Value ($000) $16,451 (-15.7%) Shares 193,795 (-3.5%) Est. Cost $89.74 Unrealized +2.2%
DBP INVESCO DB MULTI-SECTOR COMM PRECIOUS METAL 0.0%
Value ($000) $327 (-90.1%) Shares 2,974 (-90.7%) Est. Cost $102.81 Unrealized
UEC URANIUM ENERGY CORP COM 0.0%
Value ($000) $948 (-75.7%) Shares 70,222 (-79.0%) Est. Cost $13.12 Unrealized +25.6%
DT DYNATRACE INC COM NEW 0.0%
Value ($000) $3,845 (-43.1%) Shares 103,966 (-33.3%) Est. Cost $46.61 Unrealized -17.6%
PODD INSULET CORP COM 0.0%
Value ($000) $2,540 (-53.2%) Shares 12,105 (-36.7%) Est. Cost $312.66 Unrealized -15.4%
SNDK SANDISK CORP COM 0.1%
Value ($000) $7,104 (+68.2%) Shares 11,181 (-37.2%) Est. Cost $200.29 Unrealized +157.9%
DNN DENISON MINES CORP COM 0.0%
Value ($000) $1,546 (-64.7%) Shares 313,523 (-74.0%) Est. Cost $2.72 Unrealized +38.6%
SAIL SAILPOINT INC COM 0.0%
Value ($000) $2,424 (-53.8%) Shares 183,118 (-29.4%) Est. Cost $20.84 Unrealized -20.1%
INTC INTEL CORP COM 0.1%
Value ($000) $12,553 (-18.2%) Shares 284,465 (-31.6%) Est. Cost $37.76 Unrealized +23.0%
HWM HOWMET AEROSPACE INC COM 0.3%
Value ($000) $32,329 (+9.4%) Shares 140,280 (-2.7%) Est. Cost $199.00 Unrealized +13.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $1,449 (-65.6%) Shares 15,013 (-69.0%) Est. Cost $90.89 Unrealized -1.5%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $19,293 (-11.8%) Shares 120,806 (-15.2%) Est. Cost $147.70 Unrealized +4.4%
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $282 (-90.0%) Shares 6,635 (-86.0%) Est. Cost $58.57 Unrealized -17.9%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $10,611 (-19.1%) Shares 52,050 (-18.9%) Est. Cost $201.71 Unrealized +0.4%
ICE INTERCONTINENTAL EXCHANGE IN COM 0.0%
Value ($000) $3,099 (-44.6%) Shares 19,701 (-43.0%) Est. Cost $156.20 Unrealized +5.6%
IRM IRON MTN INC DEL COM 0.0%
Value ($000) $4,032 (-38.0%) Shares 39,476 (-49.7%) Est. Cost $92.78 Unrealized -10.3%
SBAC SBA COMMUNICATIONS CORP CL A 0.0%
Value ($000) $3,184 (-43.3%) Shares 18,502 (-36.3%) Est. Cost $192.67 Unrealized -0.1%
CCL CARNIVAL CORP COMMON STOCK 0.1%
Value ($000) $11,783 (-17.0%) Shares 455,310 (-2.0%) Est. Cost $27.88 Unrealized +11.3%
NXE NEXGEN ENERGY LTD COM 0.0%
Value ($000) $1,638 (-59.4%) Shares 101,475 (-68.2%) Est. Cost $8.83 Unrealized +34.7%
LEU CENTRUS ENERGY CORP CL A 0.0%
Value ($000) $775 (-75.4%) Shares 4,464 (-65.6%) Est. Cost $301.96 Unrealized -11.4%
RL RALPH LAUREN CORP CL A 0.2%
Value ($000) $17,991 (-11.5%) Shares 52,301 (-9.1%) Est. Cost $340.01 Unrealized +6.8%
ALL ALLSTATE CORP COM 0.2%
Value ($000) $22,448 (-9.4%) Shares 108,269 (-9.1%) Est. Cost $204.09 Unrealized -0.6%
CCJ CAMECO CORP COM 0.0%
Value ($000) $1,530 (-59.0%) Shares 10,111 (-65.9%) Est. Cost $89.94 Unrealized +29.3%
EOG EOG RES INC COM 0.0%
Value ($000) $656 (-75.8%) Shares 4,540 (-82.4%) Est. Cost $107.22 Unrealized +4.6%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $2,267 (-46.8%) Shares 13,226 (-51.6%) Est. Cost $143.30 Unrealized +21.9%
SNA SNAP ON INC COM 0.0%
Value ($000) $232 (-89.2%) Shares 638 (-89.7%) Est. Cost $340.47 Unrealized +9.1%
EWT ISHARES INC MSCI TAIWAN ETF 0.0%
Value ($000) $2,731 (-40.5%) Shares 38,515 (-46.7%) Est. Cost $63.53 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $4,413 (-29.1%) Shares 30,973 (-13.3%) Est. Cost $185.83 Unrealized -13.4%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $3,911 (-31.6%) Shares 20,143 (-38.9%) Est. Cost $170.73 Unrealized +20.8%
DAL DELTA AIR LINES INC COM NEW 0.1%
Value ($000) $9,167 (-16.4%) Shares 137,888 (-12.7%) Est. Cost $62.45 Unrealized +11.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $3,469 (-33.3%) Shares 10,903 (-43.1%) Est. Cost $250.62 Unrealized +26.2%
KIM KIMCO REALTY CORP COM 0.2%
Value ($000) $25,170 (+7.4%) Shares 1,120,143 (-3.1%) Est. Cost $20.57 Unrealized -2.5%
VRT VERTIV HOLDINGS CO COM CL A 0.0%
Value ($000) $4,376 (-27.7%) Shares 17,464 (-53.3%) Est. Cost $173.58 Unrealized +15.1%
DASH DOORDASH INC CL A 0.0%
Value ($000) $981 (-62.9%) Shares 6,536 (-44.0%) Est. Cost $234.56 Unrealized -16.2%
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $6,280 (-20.5%) Shares 27,331 (-23.9%) Est. Cost $212.55 Unrealized +6.4%
HYG ISHARES TR IBOXX HI YD ETF 0.0%
Value ($000) $3,576 (-30.6%) Shares 44,942 (-29.7%) Est. Cost $80.63 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $4,693 (-25.0%) Shares 26,072 (-29.4%) Est. Cost $158.36 Unrealized +16.3%
USB US BANCORP COM NEW 0.2%
Value ($000) $25,719 (-5.6%) Shares 494,504 (-3.2%) Est. Cost $48.72 Unrealized +16.2%
CCK CROWN HLDGS INC COM 0.0%
Value ($000) $468 (-76.1%) Shares 4,672 (-75.4%) Est. Cost $97.34 Unrealized +11.0%
TW TRADEWEB MKTS INC CL A 0.0%
Value ($000) $428 (-77.6%) Shares 3,635 (-79.5%) Est. Cost $107.35 Unrealized +1.8%
TLTW ISHARES TR 0.1%
Value ($000) $10,494 (-12.2%) Shares 463,942 (-12.0%) Est. Cost $22.67 Unrealized
CIEN CIENA CORP COM NEW 0.0%
Value ($000) $261 (-84.8%) Shares 673 (-90.8%) Est. Cost $194.00 Unrealized +39.6%
GWW WW GRAINGER INC COM 0.0%
Value ($000) $5,281 (-21.6%) Shares 4,841 (-27.5%) Est. Cost $968.92 Unrealized +13.0%
FITB FIFTH THIRD BANCORP COM 0.1%
Value ($000) $6,502 (-18.0%) Shares 139,951 (-17.4%) Est. Cost $43.65 Unrealized +17.5%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $5,837 (-19.5%) Shares 20,673 (-42.1%) Est. Cost $185.56 Unrealized +23.0%
OKLO OKLO INC COM CL A 0.0%
Value ($000) $1,667 (-45.1%) Shares 33,610 (-20.5%) Est. Cost $111.52 Unrealized -28.0%
NFLX NETFLIX INC. COM 0.5%
Value ($000) $64,866 (-2.1%) Shares 674,636 (-4.5%) Est. Cost $107.81 Unrealized -22.2%
CMC COMMERCIAL METALS CO COM 0.0%
Value ($000) $3,876 (-25.9%) Shares 63,103 (-16.5%) Est. Cost $62.39 Unrealized +23.3%
WCC WESCO INTL INC COM 0.0%
Value ($000) $2,628 (-33.7%) Shares 9,606 (-40.7%) Est. Cost $244.94 Unrealized +17.7%
VNO VORNADO RLTY TR SH BEN INT 0.0%
Value ($000) $255 (-83.6%) Shares 9,821 (-78.9%) Est. Cost $33.28 Unrealized
BLK BLACKROCK INC COM 0.0%
Value ($000) $1,086 (-53.8%) Shares 1,129 (-48.6%) Est. Cost $1089.41 Unrealized +0.7%
REXR REXFORD INDL RLTY INC COM 0.0%
Value ($000) $1,553 (-44.4%) Shares 47,449 (-34.2%) Est. Cost $38.72 Unrealized
INDA ISHARES TR MSCI INDIA ETF 0.0%
Value ($000) $2,561 (-32.5%) Shares 54,673 (-22.2%) Est. Cost $54.05 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $1,120 (-52.1%) Shares 10,208 (-51.8%) Est. Cost $109.84 Unrealized +1.2%
DELL DELL TECHNOLOGIES INC CL C 0.1%
Value ($000) $7,281 (-14.1%) Shares 44,359 (-34.1%) Est. Cost $140.75 Unrealized -15.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $1,385 (-46.0%) Shares 10,566 (-52.5%) Est. Cost $117.70 Unrealized +2.4%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value ($000) $833 (-57.1%) Shares 1,404 (-64.8%) Est. Cost $465.69 Unrealized +3.2%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $1,389 (-44.0%) Shares 11,997 (-49.0%) Est. Cost $110.27 Unrealized -0.3%
BWXT BWX TECHNOLOGIES INC COM 0.0%
Value ($000) $1,497 (-39.5%) Shares 7,319 (-48.9%) Est. Cost $187.42 Unrealized +8.3%
TOST TOAST INC CL A 0.0%
Value ($000) $1,688 (-36.6%) Shares 63,671 (-15.1%) Est. Cost $36.05 Unrealized -14.0%
CRUS CIRRUS LOGIC INC COM 0.0%
Value ($000) $433 (-68.9%) Shares 2,995 (-74.5%) Est. Cost $123.10 Unrealized +7.7%
AMGN AMGEN INC COM 0.2%
Value ($000) $21,601 (-4.2%) Shares 61,394 (-10.9%) Est. Cost $315.95 Unrealized +10.7%
MMM 3M CO COM 0.0%
Value ($000) $1,832 (-33.0%) Shares 12,616 (-26.1%) Est. Cost $163.18 Unrealized +0.5%
MEDP MEDPACE HLDGS INC COM 0.0%
Value ($000) $2,376 (-27.2%) Shares 4,949 (-14.8%) Est. Cost $567.64 Unrealized -4.5%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $1,179 (-42.9%) Shares 7,133 (-44.6%) Est. Cost $153.57 Unrealized +14.5%
S SENTINELONE INC CL A 0.0%
Value ($000) $1,542 (-35.6%) Shares 119,722 (-25.0%) Est. Cost $16.38 Unrealized -14.8%
PBR PETROLEO BRASILEIRO S A SPONSORED ADR 0.0%
Value ($000) $1,095 (-43.0%) Shares 52,748 (-67.4%) Est. Cost $11.85 Unrealized
CLX CLOROX CO DEL COM 0.1%
Value ($000) $12,767 (-6.0%) Shares 123,202 (-8.6%) Est. Cost $108.27 Unrealized +5.7%
STAG STAG INDUSTRIAL INC COM 0.0%
Value ($000) $4,439 (-15.6%) Shares 123,087 (-13.9%) Est. Cost $36.76 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $4,991 (-14.0%) Shares 29,515 (-17.0%) Est. Cost $149.77 Unrealized +19.1%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $1,358 (-37.0%) Shares 21,963 (-40.3%) Est. Cost $59.76 Unrealized +3.1%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $1,419 (-35.9%) Shares 12,536 (-43.7%) Est. Cost $98.79 Unrealized +6.6%
ELV ELEVANCE HEALTH INC FORMERLY COM 0.0%
Value ($000) $1,710 (-30.9%) Shares 5,840 (-17.3%) Est. Cost $336.70 Unrealized +4.4%
NNE NANO NUCLEAR ENERGY INC COM 0.0%
Value ($000) $867 (-46.4%) Shares 42,318 (-37.2%) Est. Cost $38.28 Unrealized -22.0%
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $3,015 (-19.3%) Shares 28,243 (-15.0%) Est. Cost $105.17 Unrealized +10.5%
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $5,721 (-11.0%) Shares 49,814 (-32.4%) Est. Cost $82.26 Unrealized +16.4%
CSX CSX CORP COM 0.1%
Value ($000) $6,673 (+11.6%) Shares 162,570 (-1.4%) Est. Cost $35.70 Unrealized +7.9%
EME EMCOR GROUP INC COM 0.1%
Value ($000) $14,823 (+4.7%) Shares 20,077 (-13.3%) Est. Cost $647.50 Unrealized +12.2%
KR KROGER CO COM 0.1%
Value ($000) $13,777 (+5.0%) Shares 190,401 (-9.4%) Est. Cost $65.22 Unrealized -0.9%
MCK MCKESSON CORP COM 0.2%
Value ($000) $27,820 (+2.4%) Shares 32,149 (-3.0%) Est. Cost $815.57 Unrealized +7.3%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $571 (-52.6%) Shares 4,855 (-52.7%) Est. Cost $122.44 Unrealized +7.3%
CGNX COGNEX CORP COM 0.0%
Value ($000) $4,885 (+13.7%) Shares 99,711 (-16.5%) Est. Cost $40.43 Unrealized +10.0%
MKSI MKS INC. COM 0.0%
Value ($000) $274 (-67.7%) Shares 1,191 (-77.5%) Est. Cost $148.21 Unrealized +51.9%
EGP EASTGROUP PPTYS INC COM 0.0%
Value ($000) $4,895 (-10.4%) Shares 26,449 (-13.8%) Est. Cost $178.14 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $570 (-49.5%) Shares 8,595 (-46.6%) Est. Cost $72.74 Unrealized -4.5%
AYI ACUITY INC COM 0.0%
Value ($000) $359 (-60.3%) Shares 1,282 (-49.0%) Est. Cost $361.21 Unrealized -10.9%
SPXC SPX TECHNOLOGIES INC COM 0.0%
Value ($000) $4,178 (-11.5%) Shares 20,895 (-11.5%) Est. Cost $200.06 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $5,462 (-9.0%) Shares 19,032 (-8.5%) Est. Cost $288.62 Unrealized +3.3%
EHC ENCOMPASS HEALTH CORP COM 0.0%
Value ($000) $403 (-57.3%) Shares 4,171 (-53.2%) Est. Cost $115.70 Unrealized -11.0%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $1,100 (-32.1%) Shares 6,342 (-27.4%) Est. Cost $186.43 Unrealized -2.7%
PPG PPG INDS INC COM 0.0%
Value ($000) $1,690 (-22.9%) Shares 15,816 (-26.1%) Est. Cost $100.11 Unrealized +16.7%
LQD ISHARES TR IBOXX INV CP ETF 0.0%
Value ($000) $813 (-37.5%) Shares 7,460 (-36.8%) Est. Cost $110.19 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $1,410 (-24.1%) Shares 17,753 (-29.4%) Est. Cost $78.29 Unrealized -1.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $1,046 (-29.5%) Shares 32,664 (-18.5%) Est. Cost $36.17 Unrealized +7.2%
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $617 (-41.3%) Shares 22,451 (-38.4%) Est. Cost $23.37 Unrealized +20.8%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $1,308 (-24.5%) Shares 22,399 (-5.6%) Est. Cost $65.34 Unrealized +2.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $4,892 (-8.0%) Shares 8,310 (-2.7%) Est. Cost $621.36 Unrealized +6.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $1,028 (-29.2%) Shares 15,107 (-13.2%) Est. Cost $76.31 Unrealized -0.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $628 (-39.5%) Shares 5,507 (-27.8%) Est. Cost $143.72 Unrealized -6.2%
HUBB HUBBELL INC COM 0.1%
Value ($000) $7,923 (-4.3%) Shares 16,145 (-13.4%) Est. Cost $437.22 Unrealized +13.3%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $510 (-40.8%) Shares 7,888 (-41.6%) Est. Cost $61.35 Unrealized +23.5%
CRWV COREWEAVE INC COM CL A 0.0%
Value ($000) $599 (-37.0%) Shares 7,727 (-41.7%) Est. Cost $101.39 Unrealized -9.8%
EEM ISHARES TR MSCI EMG MKT ETF 0.0%
Value ($000) $575 (-37.5%) Shares 10,118 (-39.8%) Est. Cost $54.71 Unrealized
ARM ARM HOLDINGS PLC SPONSORED ADS 0.0%
Value ($000) $2,438 (-11.5%) Shares 16,117 (-36.0%) Est. Cost $109.31 Unrealized
UPS UNITED PARCEL SVCS INC CL B 0.1%
Value ($000) $9,015 (-3.3%) Shares 91,634 (-2.5%) Est. Cost $92.75 Unrealized +18.5%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value ($000) $2,338 (-11.1%) Shares 12,389 (-6.4%) Est. Cost $202.09 Unrealized +2.0%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value ($000) $2,344 (-10.9%) Shares 5,498 (-1.1%) Est. Cost $473.30 Unrealized
BF/A BROWN FORMAN CORP CL A 0.0%
Value ($000) $210 (-57.3%) Shares 7,828 (-58.1%) Est. Cost $27.75 Unrealized +1.9%
IXN ISHARES TR GLOBAL TECH ETF 0.0%
Value ($000) $1,620 (-14.7%) Shares 16,208 (-10.4%) Est. Cost $105.00 Unrealized
AXIA/PC CENTRAIS ELET BRAS SA SPON ADS PF CL C 0.0%
Value ($000) $241 (-53.0%) Shares 22,098 (-62.9%) Est. Cost $8.62 Unrealized
ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD 0.1%
Value ($000) $5,942 (+4.5%) Shares 709,118 (-10.7%) Est. Cost $7.16 Unrealized
ADT ADT INC DEL COM 0.0%
Value ($000) $342 (-42.4%) Shares 51,986 (-29.3%) Est. Cost $8.27 Unrealized -3.1%
IHAK ISHARES TR CYBERSECURITY 0.0%
Value ($000) $825 (-22.3%) Shares 18,910 (-14.4%) Est. Cost $48.12 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $307 (-43.4%) Shares 2,494 (-39.8%) Est. Cost $117.40 Unrealized +15.4%
YETI YETI HLDGS INC COM 0.0%
Value ($000) $277 (-45.4%) Shares 7,562 (-34.1%) Est. Cost $38.46 Unrealized +23.3%
BC BRUNSWICK CORP COM 0.0%
Value ($000) $438 (-32.6%) Shares 6,014 (-31.3%) Est. Cost $67.52 Unrealized +26.4%
PH PARKER-HANNIFIN CORP COM 0.1%
Value ($000) $7,909 (-2.5%) Shares 8,834 (-4.3%) Est. Cost $817.77 Unrealized +17.1%
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW 0.0%
Value ($000) $524 (-25.9%) Shares 2,248 (-29.3%) Est. Cost $237.95 Unrealized +5.5%
HEI HEICO CORP NEW COM 0.0%
Value ($000) $343 (-34.6%) Shares 1,251 (-22.8%) Est. Cost $315.99 Unrealized +7.3%
BRO BROWN & BROWN INC COM 0.0%
Value ($000) $496 (-26.7%) Shares 7,609 (-10.5%) Est. Cost $83.36 Unrealized -11.0%
VMI VALMONT INDS INC COM 0.0%
Value ($000) $493 (-26.0%) Shares 1,234 (-25.5%) Est. Cost $406.96 Unrealized +10.2%
AOS SMITH A O CORP COM 0.0%
Value ($000) $1,827 (-8.6%) Shares 27,711 (-7.3%) Est. Cost $67.45 Unrealized +9.8%
HALO HALOZYME THERAPEUTICS INC COM 0.0%
Value ($000) $734 (-17.9%) Shares 11,355 (-14.5%) Est. Cost $67.27 Unrealized +9.4%
BWA BORGWARNER INC COM 0.0%
Value ($000) $493 (-24.3%) Shares 9,086 (-37.1%) Est. Cost $43.69 Unrealized +19.7%
M MACYS INC COM 0.0%
Value ($000) $208 (-40.7%) Shares 11,516 (-27.8%) Est. Cost $20.47 Unrealized +5.3%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $1,359 (-8.8%) Shares 19,611 (-11.3%) Est. Cost $69.55 Unrealized +0.8%
SBS COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 0.0%
Value ($000) $2,370 (-5.0%) Shares 77,675 (-25.8%) Est. Cost $23.85 Unrealized
LXP LXP INDUSTRIAL TRUST COM 0.0%
Value ($000) $591 (-13.0%) Shares 12,767 (-6.7%) Est. Cost $49.58 Unrealized
XLU SELECT SECTOR SPDR TR STATE STREET UTI 0.0%
Value ($000) $1,407 (-5.0%) Shares 30,652 (-11.6%) Est. Cost $42.69 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.1%
Value ($000) $5,983 (-1.1%) Shares 21,286 (-11.7%) Est. Cost $248.74 Unrealized +9.4%
VIV TELEFONICA BRASIL SA SPONSORED ADS 0.0%
Value ($000) $741 (-8.4%) Shares 46,605 (-31.7%) Est. Cost $11.86 Unrealized
KSA ISHARES TR MSCI SAUDI ARBIA 0.0%
Value ($000) $431 (-12.1%) Shares 10,853 (-19.5%) Est. Cost $36.41 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $12,429 (+0.5%) Shares 22,639 (-22.8%) Est. Cost $439.27 Unrealized +10.7%
AME AMETEK INC COM 0.0%
Value ($000) $5,917 (-0.7%) Shares 27,604 (-4.9%) Est. Cost $194.36 Unrealized +14.9%
COLD AMERICOLD REALTY TRUST INC COM 0.0%
Value ($000) $166 (-16.9%) Shares 14,471 (-6.7%) Est. Cost $12.86 Unrealized
FR FIRST INDL RLTY TR INC COM 0.0%
Value ($000) $528 (-5.8%) Shares 9,127 (-6.7%) Est. Cost $57.27 Unrealized
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $4,991 (-0.5%) Shares 62,290 (-1.6%) Est. Cost $78.94 Unrealized +14.6%
TRNO TERRENO RLTY CORP COM 0.0%
Value ($000) $962 (-2.4%) Shares 15,668 (-6.7%) Est. Cost $58.71 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN COM CL A 0.1%
Value ($000) $11,702 (-0.1%) Shares 174,473 (-4.2%) Est. Cost $66.89 Unrealized +10.1%
IIPR INNOVATIVE INDL PPTYS INC COM 0.0%
Value ($000) $267 (-1.2%) Shares 5,331 (-6.7%) Est. Cost $47.36 Unrealized
FLS FLOWSERVE CORP COM 0.0%
Value ($000) $233 (-1.3%) Shares 3,163 (-6.8%) Est. Cost $64.09 Unrealized +25.9%
BBD BANCO BRADESCO S A SP ADR PFD NEW 0.0%
Value ($000) $2,639 (+0.0%) Shares 722,902 (-8.7%) Est. Cost $3.33 Unrealized

Unchanged Positions (13)