CONFLUENCE INVESTMENT MANAGEMENT LLC Diversified Active

CIK: 0001442056 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 1, 2025

Total Value ($000): $6,944,798 (100.0% shares, 0.0% debt)

Holdings (294)

SGOV iShares 0-3 Month Treasury Bon 2.8%
Value ($000) $195,651 Shares 1,943,492 Est. Cost $100.47 Unrealized
SNA Snap-on Inc. 2.5%
Value ($000) $171,829 Shares 509,863 Est. Cost $126.43 Unrealized +162.4%
CB Chubb Ltd. 2.4%
Value ($000) $168,550 Shares 558,131 Est. Cost $103.52 Unrealized +166.9%
PAYX Paychex Inc. 2.4%
Value ($000) $164,379 Shares 1,065,458 Est. Cost $36.65 Unrealized +290.6%
PGR Progressive Corp. 2.3%
Value ($000) $160,761 Shares 568,040 Est. Cost $32.36 Unrealized +658.1%
WEC WEC Energy Group Inc. 2.3%
Value ($000) $157,410 Shares 1,444,397 Est. Cost $76.39 Unrealized +29.9%
LIN Linde plc 2.2%
Value ($000) $150,146 Shares 322,451 Est. Cost $322.30 Unrealized +37.9%
BR Broadridge Financial Solutions 2.1%
Value ($000) $147,838 Shares 609,740 Est. Cost $49.88 Unrealized +364.9%
SO Southern Co. 2.1%
Value ($000) $147,463 Shares 1,603,734 Est. Cost $30.75 Unrealized +173.6%
FNF Fidelity National Financial In 2.1%
Value ($000) $143,701 Shares 2,208,073 Est. Cost $18.58 Unrealized +201.7%
LMT Lockheed Martin Corp. 1.9%
Value ($000) $135,107 Shares 302,449 Est. Cost $242.89 Unrealized +84.6%
PEP PepsiCo Inc. 1.9%
Value ($000) $134,383 Shares 896,248 Est. Cost $70.33 Unrealized +104.0%
HD Home Depot Inc. 1.9%
Value ($000) $129,620 Shares 353,679 Est. Cost $204.00 Unrealized +86.6%
FAST Fastenal Co. 1.9%
Value ($000) $128,772 Shares 1,660,502 Est. Cost $11.43 Unrealized +222.3%
ADI Analog Devices Inc. 1.8%
Value ($000) $126,976 Shares 629,623 Est. Cost $82.30 Unrealized +158.7%
DEO Diageo plc 1.8%
Value ($000) $124,175 Shares 1,184,987 Est. Cost $121.47 Unrealized
CLX Clorox Co. 1.8%
Value ($000) $123,800 Shares 840,746 Est. Cost $121.24 Unrealized +22.1%
CL Colgate-Palmolive Co. 1.8%
Value ($000) $123,792 Shares 1,321,151 Est. Cost $54.93 Unrealized +59.9%
CVX Chevron Corp. 1.8%
Value ($000) $122,847 Shares 734,333 Est. Cost $70.56 Unrealized +113.3%
HSY Hershey Co. 1.7%
Value ($000) $119,623 Shares 699,426 Est. Cost $182.82 Unrealized -12.9%
ETR Entergy Corp. 1.7%
Value ($000) $118,860 Shares 1,390,339 Est. Cost $52.64 Unrealized +52.8%
KMI Kinder Morgan Inc. 1.6%
Value ($000) $110,724 Shares 3,880,963 Est. Cost $13.66 Unrealized +95.4%
GILD Gilead Sciences Inc. 1.6%
Value ($000) $109,806 Shares 979,976 Est. Cost $56.07 Unrealized +79.3%
NTRS Northern Trust Corp. 1.6%
Value ($000) $109,673 Shares 1,111,743 Est. Cost $56.33 Unrealized +83.7%
CSCO Cisco Systems Inc. 1.6%
Value ($000) $108,443 Shares 1,757,299 Est. Cost $37.63 Unrealized +59.7%
MA Mastercard Inc. 1.4%
Value ($000) $94,690 Shares 172,754 Est. Cost $144.67 Unrealized +274.7%
WRB W. R. Berkley Corp. 1.3%
Value ($000) $92,711 Shares 1,302,855 Est. Cost $36.71 Unrealized +62.7%
SPMB SPDR Portfolio Mortgage Backed 1.3%
Value ($000) $91,762 Shares 4,161,523 Est. Cost $10.68 Unrealized
SYK Stryker Corp. 1.3%
Value ($000) $88,164 Shares 236,840 Est. Cost $91.47 Unrealized +312.3%
TROW T. Rowe Price Group Inc. 1.3%
Value ($000) $88,043 Shares 958,342 Est. Cost $98.56 Unrealized +2.1%
ARCC Ares Capital Corp. 1.2%
Value ($000) $83,664 Shares 3,775,447 Est. Cost $6.36 Unrealized +227.6%
USB U.S. Bancorp 1.2%
Value ($000) $81,027 Shares 1,919,167 Est. Cost $37.69 Unrealized +17.3%
AWK American Water Works Co. Inc. 1.1%
Value ($000) $78,948 Shares 535,169 Est. Cost $121.48 Unrealized +6.3%
BRK/B Berkshire Hathaway Inc. - B 1.1%
Value ($000) $76,783 Shares 144,171 Est. Cost $164.52 Unrealized +195.5%
PAYC Paycom Software Inc. 1.1%
Value ($000) $76,685 Shares 350,995 Est. Cost $162.82 Unrealized +28.7%
TJX TJX Co. Inc. 1.1%
Value ($000) $76,317 Shares 626,578 Est. Cost $37.84 Unrealized +217.4%
SPGI S&P Global Inc. 1.1%
Value ($000) $76,131 Shares 149,835 Est. Cost $380.88 Unrealized +33.3%
ORCL Oracle Corp. 1.1%
Value ($000) $74,900 Shares 535,729 Est. Cost $47.05 Unrealized +243.4%
UPS United Parcel Service Inc. 1.0%
Value ($000) $70,240 Shares 638,607 Est. Cost $134.10 Unrealized -16.0%
MSFT Microsoft Corp. 0.9%
Value ($000) $62,870 Shares 167,479 Est. Cost $39.85 Unrealized +916.5%
MAS Masco Corp. 0.9%
Value ($000) $62,170 Shares 894,013 Est. Cost $47.67 Unrealized +54.4%
BRO Brown & Brown Inc. 0.9%
Value ($000) $61,395 Shares 493,525 Est. Cost $21.28 Unrealized +422.3%
APD Air Products and Chemicals Inc 0.9%
Value ($000) $60,946 Shares 206,654 Est. Cost $224.56 Unrealized +33.8%
DOW Dow Inc. 0.9%
Value ($000) $60,654 Shares 1,736,955 Est. Cost $36.94 Unrealized -2.6%
WY Weyerhaeuser Co. 0.8%
Value ($000) $57,460 Shares 1,962,436 Est. Cost $20.47 Unrealized +41.0%
GGG Graco Inc. 0.8%
Value ($000) $57,056 Shares 683,220 Est. Cost $35.42 Unrealized +135.7%
ITW Illinois Tool Works Inc. 0.8%
Value ($000) $57,030 Shares 229,950 Est. Cost $74.76 Unrealized +235.3%
LOW Lowe's Co. Inc. 0.8%
Value ($000) $53,281 Shares 228,447 Est. Cost $55.19 Unrealized +338.6%
XMHQ Invesco S&P MidCap Quality ETF 0.7%
Value ($000) $50,163 Shares 548,049 Est. Cost $85.90 Unrealized
KEYS Keysight Technologies Inc. 0.7%
Value ($000) $50,053 Shares 334,196 Est. Cost $161.37 Unrealized +2.3%
GOOG Alphabet Inc. 0.6%
Value ($000) $44,333 Shares 283,770 Est. Cost $107.14 Unrealized +70.3%
BKNG Booking Holdings Inc. 0.6%
Value ($000) $41,854 Shares 9,085 Est. Cost $1739.17 Unrealized +173.1%
TMO Thermo Fisher Scientific Inc. 0.6%
Value ($000) $41,278 Shares 82,953 Est. Cost $113.19 Unrealized +376.9%
NXPI NXP Semiconductors N.V. 0.6%
Value ($000) $40,412 Shares 212,630 Est. Cost $84.04 Unrealized +149.3%
ACGL Arch Capital Group Ltd. 0.6%
Value ($000) $38,539 Shares 400,697 Est. Cost $92.28 Unrealized 0.0%
PII Polaris Inc. 0.5%
Value ($000) $37,785 Shares 922,933 Est. Cost $88.39 Unrealized -46.1%
Dun & Bradstreet Holdings Inc. 0.5%
Value ($000) $35,637 Shares 3,986,188 Est. Cost $16.05 Unrealized
MDYG SPDR S&P 400 Mid Cap Growth ET 0.5%
Value ($000) $35,127 Shares 442,067 Est. Cost $70.67 Unrealized
HYBB iShares BB Rated Corporate Bon 0.5%
Value ($000) $34,789 Shares 752,841 Est. Cost $35.09 Unrealized
SBUX Starbucks Corp. 0.5%
Value ($000) $33,678 Shares 343,334 Est. Cost $54.20 Unrealized +86.3%
NDSN Nordson Corp. 0.4%
Value ($000) $31,022 Shares 153,785 Est. Cost $125.04 Unrealized +66.9%
MLM Martin Marietta Materials Inc. 0.4%
Value ($000) $29,868 Shares 62,468 Est. Cost $503.17 Unrealized +0.4%
GLDM SPDR Gold MiniShares Trust ETF 0.4%
Value ($000) $29,100 Shares 470,195 Est. Cost $41.50 Unrealized
SPDR Portfolio S&P 500 Value E 0.4%
Value ($000) $28,677 Shares 561,531 Est. Cost $43.21 Unrealized
ECL Ecolab Inc. 0.4%
Value ($000) $27,602 Shares 108,874 Est. Cost $167.31 Unrealized +49.2%
MBB iShares MBS ETF 0.4%
Value ($000) $27,254 Shares 290,612 Est. Cost $92.16 Unrealized
SPYG SPDR Portfolio S&P 500 Growth 0.4%
Value ($000) $27,023 Shares 336,227 Est. Cost $67.79 Unrealized
SHW Sherwin-Williams Co. 0.4%
Value ($000) $26,857 Shares 76,912 Est. Cost $224.80 Unrealized +54.9%
RMD ResMed Inc. 0.4%
Value ($000) $26,548 Shares 118,595 Est. Cost $180.21 Unrealized +28.5%
STZ Constellation Brands 0.4%
Value ($000) $25,945 Shares 141,373 Est. Cost $235.59 Unrealized -24.5%
MCD McDonald's Corp. 0.4%
Value ($000) $25,056 Shares 80,214 Est. Cost $98.18 Unrealized +198.3%
TLH iShares Barclays 10-20 Year Tr 0.4%
Value ($000) $24,961 Shares 240,590 Est. Cost $105.16 Unrealized
EOG EOG Resources Inc. 0.3%
Value ($000) $23,641 Shares 184,346 Est. Cost $106.01 Unrealized +18.0%
PG Procter & Gamble Co. 0.3%
Value ($000) $23,282 Shares 136,618 Est. Cost $70.37 Unrealized +133.0%
GD General Dynamics Corp. 0.3%
Value ($000) $23,012 Shares 84,424 Est. Cost $120.11 Unrealized +113.0%
ZTS Zoetis Inc. 0.3%
Value ($000) $22,997 Shares 139,675 Est. Cost $164.52 Unrealized 0.0%
APH Amphenol Corp. 0.3%
Value ($000) $22,943 Shares 349,787 Est. Cost $43.81 Unrealized +54.6%
EXPD Expeditors International of Wa 0.3%
Value ($000) $22,199 Shares 184,607 Est. Cost $50.24 Unrealized +126.3%
DLTR Dollar Tree Inc. 0.3%
Value ($000) $21,859 Shares 291,186 Est. Cost $88.12 Unrealized -18.8%
AOS A. O. Smith Corp. 0.3%
Value ($000) $21,622 Shares 330,819 Est. Cost $78.98 Unrealized -15.9%
NJR New Jersey Resources Corp. 0.3%
Value ($000) $21,621 Shares 440,703 Est. Cost $26.96 Unrealized +69.3%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $21,508 Shares 38,449 Est. Cost $397.05 Unrealized
DCI Donaldson Co. Inc. 0.3%
Value ($000) $21,381 Shares 318,834 Est. Cost $36.89 Unrealized +84.5%
MDT Medtronic plc 0.3%
Value ($000) $19,023 Shares 211,700 Est. Cost $68.93 Unrealized +26.8%
Baldwin Insurance Group Inc. 0.3%
Value ($000) $18,906 Shares 423,042 Est. Cost $35.24 Unrealized
MDYV SPDR S&P 400 Mid Cap Value ETF 0.3%
Value ($000) $18,789 Shares 243,860 Est. Cost $25.75 Unrealized
MORN Morningstar Inc. 0.3%
Value ($000) $18,623 Shares 62,103 Est. Cost $87.11 Unrealized +261.5%
GTES Gates Industrial Corp. plc 0.3%
Value ($000) $18,614 Shares 1,011,102 Est. Cost $15.50 Unrealized +33.0%
BDX Becton Dickinson & Co. 0.3%
Value ($000) $18,351 Shares 80,115 Est. Cost $146.56 Unrealized +55.1%
XSHQ Invesco S&P Small Cap Quality 0.3%
Value ($000) $18,148 Shares 459,211 Est. Cost $43.01 Unrealized
VVV Valvoline Inc. 0.3%
Value ($000) $17,621 Shares 506,205 Est. Cost $38.24 Unrealized -4.6%
BF/B Brown-Forman Corp. - B 0.3%
Value ($000) $17,558 Shares 517,326 Est. Cost $42.90 Unrealized -23.6%
IBTO iShares iBonds Dec 2033 Term T 0.2%
Value ($000) $17,104 Shares 700,979 Est. Cost $24.40 Unrealized
IBTP iShares iBonds Dec 2034 Term T 0.2%
Value ($000) $16,972 Shares 661,179 Est. Cost $25.67 Unrealized
TTC Toro Co. 0.2%
Value ($000) $16,489 Shares 226,647 Est. Cost $92.46 Unrealized -14.5%
NKE NIKE Inc. 0.2%
Value ($000) $15,675 Shares 246,930 Est. Cost $67.40 Unrealized +6.9%
CRL Charles River Laboratories Int 0.2%
Value ($000) $14,529 Shares 96,526 Est. Cost $198.82 Unrealized -15.7%
DIS Walt Disney Co. 0.2%
Value ($000) $13,622 Shares 138,018 Est. Cost $106.29 Unrealized 0.0%
VNT Vontier Corp. 0.2%
Value ($000) $12,786 Shares 389,209 Est. Cost $31.94 Unrealized +14.0%
JBTM JBT Marel Corp. 0.2%
Value ($000) $12,319 Shares 100,807 Est. Cost $86.39 Unrealized +46.1%
SPHY SPDR Portfolio High Yield Bond 0.2%
Value ($000) $11,844 Shares 505,720 Est. Cost $24.02 Unrealized
IBTJ iShares iBonds Dec 2029 Term T 0.2%
Value ($000) $11,643 Shares 534,836 Est. Cost $24.40 Unrealized
URA Global X Uranium ETF 0.2%
Value ($000) $11,482 Shares 500,947 Est. Cost $27.51 Unrealized
IBTH iShares iBonds Dec 2027 Term T 0.2%
Value ($000) $10,548 Shares 470,464 Est. Cost $1.92 Unrealized
SLYG SPDR S&P 600 Small Cap Growth 0.2%
Value ($000) $10,521 Shares 126,762 Est. Cost $74.62 Unrealized
SHLD Global X Defense Tech ETF 0.1%
Value ($000) $10,212 Shares 219,370 Est. Cost $46.55 Unrealized
IBDX iShares iBonds Dec 2032 Term C 0.1%
Value ($000) $10,182 Shares 407,434 Est. Cost $25.71 Unrealized
IBDW iShares iBonds Dec 2031 Term C 0.1%
Value ($000) $10,179 Shares 490,577 Est. Cost $21.22 Unrealized
IBTI iShares iBonds Dec 2028 Term T 0.1%
Value ($000) $9,761 Shares 438,690 Est. Cost $24.18 Unrealized
IBTM iShares iBonds Dec 2032 Term T 0.1%
Value ($000) $9,759 Shares 426,353 Est. Cost $23.22 Unrealized
TRIP TripAdvisor Inc. 0.1%
Value ($000) $9,094 Shares 641,796 Est. Cost $15.86 Unrealized -1.2%
ZROZ PIMCO 20 Plus Year Zero Coupon 0.1%
Value ($000) $8,965 Shares 125,161 Est. Cost $68.62 Unrealized
CNMD CONMED Corp. 0.1%
Value ($000) $8,293 Shares 137,318 Est. Cost $70.19 Unrealized -9.1%
DFNM Dimensional National Municipal 0.1%
Value ($000) $8,240 Shares 173,223 Est. Cost $0.56 Unrealized
HACK Amplify Cyber Security ETF 0.1%
Value ($000) $8,220 Shares 114,491 Est. Cost $68.11 Unrealized
IBDY iShares iBonds Dec 2033 Term C 0.1%
Value ($000) $7,885 Shares 308,505 Est. Cost $25.48 Unrealized
iShares iBonds Dec 2030 Term T 0.1%
Value ($000) $7,775 Shares 395,464 Est. Cost $20.63 Unrealized
PZA Powershares Insured National M 0.1%
Value ($000) $7,516 Shares 326,206 Est. Cost $0.02 Unrealized
Azek Co. Inc. 0.1%
Value ($000) $7,431 Shares 151,990 Est. Cost $8.84 Unrealized
MAIN Main Street Capital Corp. 0.1%
Value ($000) $7,353 Shares 130,010 Est. Cost $30.68 Unrealized +93.8%
HTGC Hercules Capital Inc. 0.1%
Value ($000) $7,350 Shares 382,629 Est. Cost $12.89 Unrealized +56.6%
IUSV iShares Core S&P US Value ETF 0.1%
Value ($000) $7,070 Shares 76,605 Est. Cost $93.21 Unrealized
SLYV SPDR S&P 600 Small Cap Value E 0.1%
Value ($000) $6,868 Shares 87,599 Est. Cost $78.40 Unrealized
IIIV i3 Verticals Inc. 0.1%
Value ($000) $6,862 Shares 278,147 Est. Cost $20.85 Unrealized +21.5%
BSMR Invesco BulletShares 2027 Muni 0.1%
Value ($000) $6,452 Shares 273,987 Est. Cost $3.11 Unrealized
iShares iBonds Dec 2031 Term T 0.1%
Value ($000) $6,240 Shares 306,939 Est. Cost $20.33 Unrealized
IBDV iShares iBonds Dec 2030 Term C 0.1%
Value ($000) $6,131 Shares 282,297 Est. Cost $21.72 Unrealized
TSLX Sixth Street Specialty Lending 0.1%
Value ($000) $5,627 Shares 251,416 Est. Cost $17.58 Unrealized +26.6%
BSSX Invesco Bulletshares 2033 Muni 0.1%
Value ($000) $5,585 Shares 220,577 Est. Cost $25.37 Unrealized
IEI iShares 3-7 Year Treasury Bond 0.1%
Value ($000) $5,578 Shares 47,213 Est. Cost $115.99 Unrealized
BSMU Invesco BulletShares 2030 Muni 0.1%
Value ($000) $5,369 Shares 248,788 Est. Cost $22.17 Unrealized
BSMT Invesco BulletShares 2029 Muni 0.1%
Value ($000) $5,352 Shares 235,377 Est. Cost $22.97 Unrealized
GBDC Golub Capital BDC Inc. 0.1%
Value ($000) $5,296 Shares 349,833 Est. Cost $7.06 Unrealized +97.3%
Barings BDC Inc. 0.1%
Value ($000) $4,959 Shares 519,779 Est. Cost $9.95 Unrealized
NMFC New Mountain Finance Corp. 0.1%
Value ($000) $4,839 Shares 438,682 Est. Cost $5.07 Unrealized +99.0%
OBDC Blue Owl Capital Corp. 0.1%
Value ($000) $4,469 Shares 304,846 Est. Cost $13.42 Unrealized 0.0%
MLN VanEck Vectors Long Municipal 0.1%
Value ($000) $4,379 Shares 251,836 Est. Cost $17.79 Unrealized
CVCO Cavco Industries Inc. 0.1%
Value ($000) $4,344 Shares 8,359 Est. Cost $280.43 Unrealized +79.3%
AZN AstraZeneca plc 0.1%
Value ($000) $4,262 Shares 374 Est. Cost $11396.00 Unrealized
BRK/A Berkshire Hathaway Inc. - A 0.1%
Value ($000) $3,992 Shares 5 Est. Cost $165023.42 Unrealized +342.0%
IBDS iShares iBonds Dec 2027 Term C 0.1%
Value ($000) $3,951 Shares 163,383 Est. Cost $24.21 Unrealized
FSK FS KKR Capital Corp. 0.1%
Value ($000) $3,892 Shares 185,799 Est. Cost $17.32 Unrealized +11.1%
STC Stewart Information Services C 0.1%
Value ($000) $3,703 Shares 51,894 Est. Cost $42.87 Unrealized +57.9%
HYMB SPDR Nuveen S&P High Yield Mun 0.1%
Value ($000) $3,667 Shares 145,414 Est. Cost $25.98 Unrealized
HYD VanEck High Yield Muni ETF 0.0%
Value ($000) $3,390 Shares 66,241 Est. Cost $53.07 Unrealized
RBC RBC Bearings Inc. 0.0%
Value ($000) $3,235 Shares 10,053 Est. Cost $107.24 Unrealized +214.5%
SLRC SLR Investment Corp. 0.0%
Value ($000) $3,159 Shares 187,389 Est. Cost $7.74 Unrealized +100.0%
BSMW Invesco BulletShares 2032 Munc 0.0%
Value ($000) $3,119 Shares 126,794 Est. Cost $24.74 Unrealized
Invesco BulletShares 2031 Muni 0.0%
Value ($000) $2,979 Shares 143,705 Est. Cost $21.67 Unrealized
Spectrum Brands Holdings Inc. 0.0%
Value ($000) $2,937 Shares 41,050 Est. Cost $15.43 Unrealized
ENOV Enovis Corp. 0.0%
Value ($000) $2,924 Shares 76,529 Est. Cost $43.92 Unrealized -3.4%
HTO SJW Group 0.0%
Value ($000) $2,901 Shares 53,044 Est. Cost $61.65 Unrealized -17.0%
HGTY Hagerty Inc. 0.0%
Value ($000) $2,860 Shares 316,369 Est. Cost $8.70 Unrealized +11.5%
MOV Movado Group Inc. 0.0%
Value ($000) $2,846 Shares 170,196 Est. Cost $19.84 Unrealized -4.5%
Sapiens International Corp. N. 0.0%
Value ($000) $2,836 Shares 104,701 Est. Cost $30.91 Unrealized
ASGTF Altus Group Ltd. 0.0%
Value ($000) $2,788 Shares 78,840 Est. Cost $39.65 Unrealized -3.5%
JJSF J & J Snack Foods Corp. 0.0%
Value ($000) $2,753 Shares 20,901 Est. Cost $124.44 Unrealized +5.0%
HAYW Hayward Holdings Inc. 0.0%
Value ($000) $2,747 Shares 197,361 Est. Cost $11.78 Unrealized +23.2%
HAE Haemonetics Corp. 0.0%
Value ($000) $2,715 Shares 42,722 Est. Cost $68.01 Unrealized 0.0%
BSMQ Invesco BulletShares 2026 Muni 0.0%
Value ($000) $2,700 Shares 114,340 Est. Cost $0.27 Unrealized
Invesco BulletShares 2025 Muni 0.0%
Value ($000) $2,694 Shares 110,040 Est. Cost $0.30 Unrealized
BSMS Invesco BulletShares 2028 Muni 0.0%
Value ($000) $2,687 Shares 115,952 Est. Cost $0.02 Unrealized
KN Knowles Corp. 0.0%
Value ($000) $2,583 Shares 169,915 Est. Cost $17.90 Unrealized 0.0%
EPC Edgewell Personal Care Co. 0.0%
Value ($000) $2,543 Shares 81,483 Est. Cost $25.84 Unrealized +18.8%
TLT iShares 20Plus Year Treasury B 0.0%
Value ($000) $2,519 Shares 27,667 Est. Cost $91.03 Unrealized
BXSL Blackstone Secured Lending Fun 0.0%
Value ($000) $2,432 Shares 75,154 Est. Cost $19.63 Unrealized +51.1%
SHM SPDR Nuveen Barclays Capital S 0.0%
Value ($000) $2,287 Shares 48,048 Est. Cost $47.46 Unrealized
CSWC Capital Southwest Corp. 0.0%
Value ($000) $2,266 Shares 101,522 Est. Cost $9.32 Unrealized +113.0%
JBSS John B Sanfilippo & Son Inc. 0.0%
Value ($000) $2,240 Shares 31,607 Est. Cost $102.61 Unrealized -25.5%
AOUT American Outdoor Brands Inc. 0.0%
Value ($000) $2,219 Shares 182,498 Est. Cost $22.28 Unrealized -31.1%
FSP Franklin Street Properties Cor 0.0%
Value ($000) $2,192 Shares 1,231,656 Est. Cost $3.02 Unrealized
AEM Agnico Eagle Mines Ltd. 0.0%
Value ($000) $2,192 Shares 20,218 Est. Cost $50.50 Unrealized +87.3%
UFPT UFP Technologies Inc. 0.0%
Value ($000) $2,163 Shares 10,725 Est. Cost $166.83 Unrealized +45.0%
OCSL Oaktree Specialty Lending Corp 0.0%
Value ($000) $2,095 Shares 136,401 Est. Cost $19.18 Unrealized -18.2%
MRTN Marten Transport Ltd. 0.0%
Value ($000) $2,083 Shares 151,834 Est. Cost $14.35 Unrealized +1.8%
GSBD Goldman Sachs BDC Inc. 0.0%
Value ($000) $2,044 Shares 175,783 Est. Cost $19.54 Unrealized -36.0%
CNNE Cannae Holdings Inc. 0.0%
Value ($000) $2,023 Shares 110,361 Est. Cost $27.75 Unrealized -34.0%
NCDL Nuveen Churchill Direct Lendin 0.0%
Value ($000) $2,022 Shares 119,108 Est. Cost $13.66 Unrealized +11.4%
BCSF Bain Capital Specialty Finance 0.0%
Value ($000) $2,000 Shares 120,452 Est. Cost $11.59 Unrealized +32.8%
MUB iShares National Muni Bond ETF 0.0%
Value ($000) $1,942 Shares 18,415 Est. Cost $106.66 Unrealized
IBMO iShares iBonds Dec 2026 Term M 0.0%
Value ($000) $1,929 Shares 75,467 Est. Cost $25.40 Unrealized
KBDC Kayne Anderson BDC 0.0%
Value ($000) $1,795 Shares 110,635 Est. Cost $13.37 Unrealized +12.3%
WGO Winnebago Industries Inc. 0.0%
Value ($000) $1,724 Shares 50,017 Est. Cost $54.95 Unrealized -22.8%
SHEL Shell plc 0.0%
Value ($000) $1,671 Shares 22,801 Est. Cost $61.36 Unrealized
TSM Taiwan Semiconductor Manufactu 0.0%
Value ($000) $1,626 Shares 9,796 Est. Cost $42.65 Unrealized
BX Blackstone Group LP 0.0%
Value ($000) $1,538 Shares 11,000 Est. Cost $81.16 Unrealized +94.9%
RNMBY Rheinmetall AG 0.0%
Value ($000) $1,421 Shares 4,964 Est. Cost $66.89 Unrealized
PSBD Palmer Square Capital BDC Inc. 0.0%
Value ($000) $1,407 Shares 105,639 Est. Cost $13.10 Unrealized +2.9%
CCAP Crescent Capital BDC Inc. 0.0%
Value ($000) $1,285 Shares 75,052 Est. Cost $8.56 Unrealized +92.9%
MUFG Mitsubishi UFJ Financial 0.0%
Value ($000) $1,256 Shares 92,147 Est. Cost $8.60 Unrealized
SAP SAP S.E. 0.0%
Value ($000) $1,256 Shares 4,678 Est. Cost $125.64 Unrealized
ZURVY Zurich Insurance Group A.G. 0.0%
Value ($000) $1,216 Shares 34,878 Est. Cost $39.27 Unrealized
MFIC MidCap Financial Investment Co 0.0%
Value ($000) $1,154 Shares 89,748 Est. Cost $11.85 Unrealized +2.4%
AER AerCap Holdings N.V. 0.0%
Value ($000) $1,139 Shares 11,146 Est. Cost $63.60 Unrealized +54.6%
DBS Group Holdings Ltd. 0.0%
Value ($000) $1,124 Shares 8,175 Est. Cost $82.78 Unrealized
WTW Willis Towers Watson plc 0.0%
Value ($000) $1,123 Shares 3,323 Est. Cost $184.22 Unrealized +75.0%
RLI RLI Corp. 0.0%
Value ($000) $1,120 Shares 13,946 Est. Cost $73.10 Unrealized 0.0%
SONY Sony Group Corp. 0.0%
Value ($000) $1,091 Shares 42,975 Est. Cost $28.68 Unrealized
CyberArk Software Ltd. 0.0%
Value ($000) $1,083 Shares 3,204 Est. Cost $81.73 Unrealized
SDZNY Sandoz Group 0.0%
Value ($000) $1,067 Shares 25,451 Est. Cost $32.06 Unrealized
IBMP iShares iBonds Dec 2027 Term M 0.0%
Value ($000) $1,025 Shares 40,553 Est. Cost $25.25 Unrealized
SAFRY Safran S.A. 0.0%
Value ($000) $991 Shares 14,960 Est. Cost $58.17 Unrealized
TKOMY Tokio Marine Holdings Inc. 0.0%
Value ($000) $972 Shares 25,001 Est. Cost $36.67 Unrealized
WPM Wheaton Precious Metals Corp. 0.0%
Value ($000) $956 Shares 12,320 Est. Cost $38.34 Unrealized +73.3%
NTDOY Nintendo Co. Ltd. 0.0%
Value ($000) $948 Shares 55,237 Est. Cost $9.17 Unrealized
TTNDY Techtronic Industries Co. Ltd. 0.0%
Value ($000) $947 Shares 15,774 Est. Cost $75.20 Unrealized
ACN Accenture plc 0.0%
Value ($000) $944 Shares 3,025 Est. Cost $140.81 Unrealized +148.2%
ING ING Groep N.V. 0.0%
Value ($000) $941 Shares 48,030 Est. Cost $10.96 Unrealized
FNV Franco-Nevada Corp. 0.0%
Value ($000) $926 Shares 5,874 Est. Cost $105.56 Unrealized +32.0%
BCIC Portman Ridge Finance Corp. 0.0%
Value ($000) $921 Shares 64,165 Est. Cost $13.54 Unrealized +5.2%
PNNT PennantPark Investment Corp. 0.0%
Value ($000) $916 Shares 130,364 Est. Cost $2.51 Unrealized +142.7%
CCJ Cameco Corp. 0.0%
Value ($000) $903 Shares 21,950 Est. Cost $19.55 Unrealized +140.3%
BAE Systems plc 0.0%
Value ($000) $903 Shares 10,986 Est. Cost $69.34 Unrealized
TRIN Trinity Capital Inc. 0.0%
Value ($000) $895 Shares 59,049 Est. Cost $8.72 Unrealized +52.2%
Runway Growth Finance Corp 0.0%
Value ($000) $887 Shares 85,677 Est. Cost $10.95 Unrealized
CHGCY Chugai Pharms Co. Ltd. 0.0%
Value ($000) $885 Shares 38,924 Est. Cost $19.10 Unrealized
BNPQY BNP Paribas S.A. 0.0%
Value ($000) $866 Shares 20,738 Est. Cost $33.51 Unrealized
IAU iShares Gold Trust ETF 0.0%
Value ($000) $862 Shares 14,616 Est. Cost $35.77 Unrealized
AR Antero Resources Corp. 0.0%
Value ($000) $846 Shares 20,912 Est. Cost $26.82 Unrealized +43.0%
HLN Haleon plc 0.0%
Value ($000) $840 Shares 81,673 Est. Cost $8.40 Unrealized
IBMQ iShares iBonds Dec 2028 Term M 0.0%
Value ($000) $833 Shares 32,937 Est. Cost $25.87 Unrealized
EXE Expand Energy Corp. 0.0%
Value ($000) $826 Shares 7,421 Est. Cost $63.39 Unrealized +59.3%
TotalEnergies S.E. 0.0%
Value ($000) $820 Shares 12,679 Est. Cost $52.96 Unrealized
RGLD Royal Gold Inc. 0.0%
Value ($000) $799 Shares 4,886 Est. Cost $96.07 Unrealized +52.7%
Unilever plc 0.0%
Value ($000) $794 Shares 13,329 Est. Cost $64.68 Unrealized
ITOCY ITOCHU Corp. 0.0%
Value ($000) $792 Shares 8,516 Est. Cost $85.98 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $782 Shares 4,155 Est. Cost $185.13 Unrealized
ASML ASML Holding N.V. 0.0%
Value ($000) $781 Shares 1,178 Est. Cost $662.63 Unrealized
LRLCY L'Oreal S.A. 0.0%
Value ($000) $779 Shares 10,473 Est. Cost $65.15 Unrealized
SHOP Shopify Inc. 0.0%
Value ($000) $776 Shares 8,126 Est. Cost $42.32 Unrealized +157.5%
NVO Novo Nordisk A.S. 0.0%
Value ($000) $727 Shares 10,465 Est. Cost $74.19 Unrealized
XOM Exxon Mobil Corp. 0.0%
Value ($000) $722 Shares 6,074 Est. Cost $79.09 Unrealized +35.6%
SLV iShares Silver Trust ETF 0.0%
Value ($000) $702 Shares 22,658 Est. Cost $26.33 Unrealized
ICLR ICON plc 0.0%
Value ($000) $682 Shares 3,900 Est. Cost $129.22 Unrealized +50.0%
CNR Core Natural Resources Inc. 0.0%
Value ($000) $682 Shares 8,844 Est. Cost $84.05 Unrealized 0.0%
CTRA Coterra Energy Inc. 0.0%
Value ($000) $674 Shares 23,309 Est. Cost $20.14 Unrealized +34.0%
WMMVY Wal-Mart de Mexico S.A.B. de C 0.0%
Value ($000) $655 Shares 23,770 Est. Cost $24.37 Unrealized
FANG Diamondback Energy Inc. 0.0%
Value ($000) $652 Shares 4,080 Est. Cost $109.39 Unrealized +43.6%
AXP American Express Co. 0.0%
Value ($000) $646 Shares 2,400 Est. Cost $68.74 Unrealized +325.5%
MITSY Mitsui & Co. Ltd. 0.0%
Value ($000) $645 Shares 1,697 Est. Cost $524.97 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $630 Shares 5,995 Est. Cost $76.60 Unrealized +26.4%
NEM Newmont Mining Corp. 0.0%
Value ($000) $624 Shares 12,935 Est. Cost $43.90 Unrealized -1.5%
Barrick Gold Corp. 0.0%
Value ($000) $618 Shares 31,798 Est. Cost $18.09 Unrealized
RHHBY Roche Holding A.G. 0.0%
Value ($000) $596 Shares 14,491 Est. Cost $40.14 Unrealized
ANFGF Antofagasta plc 0.0%
Value ($000) $592 Shares 27,781 Est. Cost $19.42 Unrealized +15.7%
LVMUY LVMH Moet Hennessy Louis Vuitt 0.0%
Value ($000) $567 Shares 4,581 Est. Cost $79.24 Unrealized
SCCO Southern Copper Corp. 0.0%
Value ($000) $557 Shares 5,961 Est. Cost $51.62 Unrealized +71.3%
FCX Freeport-McMoRan Inc. 0.0%
Value ($000) $554 Shares 14,630 Est. Cost $24.84 Unrealized +52.2%
MMYT MakeMyTrip Ltd. 0.0%
Value ($000) $552 Shares 5,633 Est. Cost $27.08 Unrealized +281.1%
KMTUY Komatsu Ltd. 0.0%
Value ($000) $538 Shares 18,522 Est. Cost $26.87 Unrealized
MSDL Morgan Stanley Direct Lending 0.0%
Value ($000) $537 Shares 26,921 Est. Cost $17.58 Unrealized +5.3%
SA Seabridge Gold Inc. 0.0%
Value ($000) $523 Shares 44,811 Est. Cost $12.71 Unrealized -6.7%
BAC Bank of America Corp. 0.0%
Value ($000) $442 Shares 10,591 Est. Cost $30.57 Unrealized +42.7%
VIST Vista Energy S.A.B. de C.V. 0.0%
Value ($000) $427 Shares 9,168 Est. Cost $13.97 Unrealized
UEC Uranium Energy Corp. 0.0%
Value ($000) $400 Shares 83,694 Est. Cost $4.03 Unrealized +55.5%
MELI MercadoLibre Inc. 0.0%
Value ($000) $398 Shares 204 Est. Cost $859.52 Unrealized +130.9%
Gold Fields Ltd. 0.0%
Value ($000) $384 Shares 17,393 Est. Cost $9.41 Unrealized
GLNCY Glencore plc 0.0%
Value ($000) $377 Shares 51,548 Est. Cost $8.53 Unrealized
CW Curtiss-Wright Corp. 0.0%
Value ($000) $368 Shares 1,160 Est. Cost $167.84 Unrealized +100.6%
ICICI Bank Ltd. 0.0%
Value ($000) $366 Shares 11,615 Est. Cost $15.48 Unrealized
DNN Denison Mines Corp. 0.0%
Value ($000) $351 Shares 269,817 Est. Cost $1.27 Unrealized +31.2%
iShares iBonds Dec 2025 Term M 0.0%
Value ($000) $310 Shares 11,583 Est. Cost $26.59 Unrealized
IBMR iShares iBonds Dec 2029 Term M 0.0%
Value ($000) $309 Shares 12,322 Est. Cost $23.95 Unrealized
BSMY Invesco BulletShares 2034 Muni 0.0%
Value ($000) $302 Shares 12,577 Est. Cost $24.04 Unrealized
KMPR Kemper Corp. 0.0%
Value ($000) $299 Shares 4,470 Est. Cost $43.74 Unrealized +51.7%
TCEHY Tencent Holdings Ltd. 0.0%
Value ($000) $299 Shares 4,679 Est. Cost $39.03 Unrealized
BABA Alibaba Group Holding Ltd. 0.0%
Value ($000) $296 Shares 2,237 Est. Cost $102.50 Unrealized
MKL Markel Group Inc. 0.0%
Value ($000) $280 Shares 150 Est. Cost $755.21 Unrealized +143.6%
FMX Fomento Economico Mexicano S.A 0.0%
Value ($000) $280 Shares 2,870 Est. Cost $76.33 Unrealized
KB Financial Group Inc. 0.0%
Value ($000) $274 Shares 5,058 Est. Cost $5.81 Unrealized
KOF Coca-Cola Femsa S.A.B. de C.V. 0.0%
Value ($000) $251 Shares 2,754 Est. Cost $79.92 Unrealized
YUMC Yum China Holdings Inc. 0.0%
Value ($000) $236 Shares 4,524 Est. Cost $47.42 Unrealized +1.2%
AMP Ameriprise Financial Inc. 0.0%
Value ($000) $232 Shares 480 Est. Cost $390.78 Unrealized +32.7%
GLD SPDR Gold Shares ETF 0.0%
Value ($000) $229 Shares 795 Est. Cost $288.14 Unrealized
AVMC Avantis US Mid Cap Equity ETF 0.0%
Value ($000) $226 Shares 3,652 Est. Cost $64.99 Unrealized
V Visa Inc. 0.0%
Value ($000) $226 Shares 644 Est. Cost $336.32 Unrealized 0.0%
PPLT Aberdeen Standard Physical Pla 0.0%
Value ($000) $225 Shares 2,465 Est. Cost $83.20 Unrealized
RDY Dr Reddy's Laboratories Ltd. 0.0%
Value ($000) $219 Shares 16,635 Est. Cost $23.13 Unrealized
COST Costco Wholesale Corp. 0.0%
Value ($000) $209 Shares 221 Est. Cost $773.82 Unrealized +25.4%
HTHT H World Group Ltd. 0.0%
Value ($000) $209 Shares 5,637 Est. Cost $37.01 Unrealized
JPM JPMorgan Chase & Co. 0.0%
Value ($000) $208 Shares 849 Est. Cost $228.03 Unrealized +10.0%
HDB HDFC Bank Ltd. 0.0%
Value ($000) $206 Shares 3,102 Est. Cost $64.33 Unrealized
JBS S.A. 0.0%
Value ($000) $203 Shares 14,124 Est. Cost $10.46 Unrealized
SHG Shinhan Financial Group Co. Lt 0.0%
Value ($000) $201 Shares 6,265 Est. Cost $35.49 Unrealized
ASX ASE Technology Holding Co. Ltd 0.0%
Value ($000) $169 Shares 19,336 Est. Cost $8.76 Unrealized
PNGAY Ping An Insurance Group Co. of 0.0%
Value ($000) $147 Shares 12,307 Est. Cost $8.57 Unrealized
EC Ecopetrol S.A. 0.0%
Value ($000) $147 Shares 14,079 Est. Cost $16.30 Unrealized
VLRS Controladora Vuela Cia de Avia 0.0%
Value ($000) $139 Shares 26,540 Est. Cost $12.20 Unrealized
ARCO Arcos Dorados Holdings Inc. 0.0%
Value ($000) $130 Shares 16,098 Est. Cost $11.17 Unrealized -31.7%
VALE Vale S.A. 0.0%
Value ($000) $128 Shares 12,822 Est. Cost $21.13 Unrealized
PTAIY PT Astra International Tbk 0.0%
Value ($000) $122 Shares 21,217 Est. Cost $3.01 Unrealized
BWMX Betterware de Mexico S.A.P.I. 0.0%
Value ($000) $121 Shares 10,600 Est. Cost $13.05 Unrealized -19.1%
ASAIY Sendas Distribuidora S.A. 0.0%
Value ($000) $89 Shares 13,154 Est. Cost $13.55 Unrealized
Federated Government Obligatio 0.0%
Value ($000) $42 Shares 42,196 Est. Cost $1.00 Unrealized