LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value ($000): $437,030 (100.0% shares, 0.0% debt)

Holdings (274)

EPD ENTERPRISE PRODS PARTNERS L 16.5%
Value ($000) $72,320 Shares 2,792,269 Est. Cost $20.30 Unrealized
MPLX MPLX LP 10.4%
Value ($000) $45,363 Shares 1,316,775 Est. Cost $23.16 Unrealized
ET ENERGY TRANSFER L P 9.8%
Value ($000) $42,671 Shares 3,421,911 Est. Cost $6.90 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 9.5%
Value ($000) $41,514 Shares 765,093 Est. Cost $43.18 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 6.5%
Value ($000) $28,359 Shares 2,274,154 Est. Cost $8.72 Unrealized
UNITED STS NAT GAS FD LP 6.1%
Value ($000) $26,849 Shares 3,868,682 Est. Cost $6.94 Unrealized
CRESTWOOD EQUITY PARTNERS LP 2.7%
Value ($000) $11,607 Shares 465,577 Est. Cost $20.22 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 2.6%
Value ($000) $11,570 Shares 438,760 Est. Cost $24.31 Unrealized
NEM NEWMONT CORP 2.0%
Value ($000) $8,619 Shares 175,820 Est. Cost $42.69 Unrealized +5.0%
HESM HESS MIDSTREAM LP 1.5%
Value ($000) $6,585 Shares 227,538 Est. Cost $20.46 Unrealized +11.9%
BARRICK GOLD CORP 1.2%
Value ($000) $5,268 Shares 283,668 Est. Cost $15.50 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $4,567 Shares 117,425 Est. Cost $35.19 Unrealized -7.1%
INFY INFOSYS LTD 0.7%
Value ($000) $3,101 Shares 177,829 Est. Cost $17.44 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $2,676 Shares 81,920 Est. Cost $34.41 Unrealized -20.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.6%
Value ($000) $2,642 Shares 253,315 Est. Cost $10.85 Unrealized
VALE VALE S A 0.6%
Value ($000) $2,548 Shares 161,475 Est. Cost $18.50 Unrealized
PNC PNC FINL SVCS GROUP INC 0.5%
Value ($000) $2,336 Shares 18,378 Est. Cost $131.44 Unrealized +2.4%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,322 Shares 21,176 Est. Cost $30.36 Unrealized +230.0%
ANZU SPECIAL ACQUISITIN CORP 0.5%
Value ($000) $2,280 Shares 228,434 Est. Cost $9.94 Unrealized
PAAS PAN AMERN SILVER CORP 0.5%
Value ($000) $2,224 Shares 90,500 Est. Cost $17.42 Unrealized -1.4%
BTG B2GOLD CORP 0.5%
Value ($000) $2,217 Shares 415,100 Est. Cost $2.86 Unrealized +15.8%
YAMANA GOLD INC 0.5%
Value ($000) $2,179 Shares 276,500 Est. Cost $6.25 Unrealized
THUNDER BRIDGE CAP PRTNRS II 0.5%
Value ($000) $2,171 Shares 216,500 Est. Cost $9.91 Unrealized
ABEV AMBEV SA 0.5%
Value ($000) $2,118 Shares 750,912 Est. Cost $3.02 Unrealized
C CITIGROUP INC 0.5%
Value ($000) $2,111 Shares 45,027 Est. Cost $51.35 Unrealized -13.8%
VIV TELEFONICA BRASIL SA 0.5%
Value ($000) $2,071 Shares 273,595 Est. Cost $7.97 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $2,047 Shares 15,705 Est. Cost $110.22 Unrealized +16.3%
MDT MEDTRONIC PLC 0.5%
Value ($000) $2,031 Shares 25,190 Est. Cost $93.73 Unrealized -20.5%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,010 Shares 12,966 Est. Cost $143.02 Unrealized +3.4%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,997 Shares 12,239 Est. Cost $73.20 Unrealized +102.8%
USB US BANCORP DEL 0.5%
Value ($000) $1,986 Shares 55,097 Est. Cost $37.13 Unrealized +4.0%
T AT&T INC 0.4%
Value ($000) $1,894 Shares 98,374 Est. Cost $15.96 Unrealized +2.5%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,837 Shares 14,012 Est. Cost $110.47 Unrealized +9.3%
LANDCADIA HOLDINGS IV INC 0.4%
Value ($000) $1,680 Shares 165,509 Est. Cost $9.92 Unrealized
TFC TRUIST FINL CORP 0.4%
Value ($000) $1,615 Shares 47,374 Est. Cost $38.99 Unrealized -4.3%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $1,607 Shares 10,810 Est. Cost $132.41 Unrealized +0.6%
CSTAF CONSTELLATION ACQUISITN CORP 0.3%
Value ($000) $1,509 Shares 146,971 Est. Cost $9.48 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,478 Shares 21,331 Est. Cost $55.79 Unrealized +10.2%
HD HOME DEPOT INC 0.3%
Value ($000) $1,471 Shares 4,985 Est. Cost $273.67 Unrealized +4.0%
SSRM SSR MINING IN 0.3%
Value ($000) $1,468 Shares 97,098 Est. Cost $15.06 Unrealized +1.2%
ABBV ABBVIE INC 0.3%
Value ($000) $1,459 Shares 9,152 Est. Cost $79.59 Unrealized +73.5%
TAILWIND INTERNATNAL ACQ COR 0.3%
Value ($000) $1,443 Shares 142,732 Est. Cost $10.11 Unrealized
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,360 Shares 7,309 Est. Cost $138.65 Unrealized +16.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value ($000) $1,315 Shares 13,431 Est. Cost $86.76 Unrealized +6.4%
RMG ACQUISITION CORP III 0.3%
Value ($000) $1,314 Shares 129,542 Est. Cost $9.94 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,309 Shares 29,331 Est. Cost $26.69 Unrealized +35.9%
PFE PFIZER INC 0.3%
Value ($000) $1,292 Shares 31,672 Est. Cost $28.60 Unrealized +27.8%
BLACK SPADE ACQUISITION CO 0.3%
Value ($000) $1,288 Shares 125,000 Est. Cost $9.81 Unrealized
PONTEM CORPORATION 0.3%
Value ($000) $1,287 Shares 124,571 Est. Cost $10.33 Unrealized
FUSION ACQUISITION CORP II 0.3%
Value ($000) $1,274 Shares 125,116 Est. Cost $9.97 Unrealized
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,261 Shares 33,253 Est. Cost $35.64 Unrealized -2.8%
ASX ASE TECHNOLOGY HLDG CO LTD 0.3%
Value ($000) $1,249 Shares 156,753 Est. Cost $5.69 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,206 Shares 45,279 Est. Cost $28.34 Unrealized +3.8%
CFG CITIZENS FINL GROUP INC 0.3%
Value ($000) $1,197 Shares 39,407 Est. Cost $33.15 Unrealized +3.7%
BAC BANK AMERICA CORP 0.3%
Value ($000) $1,192 Shares 41,674 Est. Cost $30.57 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,185 Shares 12,186 Est. Cost $60.35 Unrealized +44.1%
B RILEY PRIN 250 MERGER CORP 0.3%
Value ($000) $1,175 Shares 115,511 Est. Cost $9.91 Unrealized
CHURCHILL CAPITAL CORP VII 0.3%
Value ($000) $1,163 Shares 114,618 Est. Cost $9.95 Unrealized
PEP PEPSICO INC 0.3%
Value ($000) $1,141 Shares 6,257 Est. Cost $128.26 Unrealized +23.7%
AVGO BROADCOM INC 0.3%
Value ($000) $1,097 Shares 1,710 Est. Cost $38.19 Unrealized +50.8%
ARROWROOT ACQUISITION CORP 0.3%
Value ($000) $1,096 Shares 107,274 Est. Cost $10.22 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $1,083 Shares 4,481 Est. Cost $196.09 Unrealized +14.3%
KO COCA COLA CO 0.2%
Value ($000) $1,083 Shares 17,461 Est. Cost $44.27 Unrealized +25.2%
MRK MERCK & CO INC 0.2%
Value ($000) $1,067 Shares 10,026 Est. Cost $64.68 Unrealized +52.6%
CHURCHILL CAPITAL CORP VI 0.2%
Value ($000) $1,050 Shares 103,878 Est. Cost $10.00 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $1,047 Shares 12,614 Est. Cost $49.58 Unrealized +50.6%
PSX PHILLIPS 66 0.2%
Value ($000) $1,035 Shares 10,211 Est. Cost $50.03 Unrealized +83.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,018 Shares 19,467 Est. Cost $36.27 Unrealized +23.7%
BLUVF BLUERIVER ACQUISITION CORP 0.2%
Value ($000) $1,012 Shares 100,000 Est. Cost $9.88 Unrealized
UGP ULTRAPAR PARTICIPACOES SA 0.2%
Value ($000) $947 Shares 346,766 Est. Cost $2.73 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $925 Shares 30,976 Est. Cost $19.17 Unrealized +41.6%
UNP UNION PAC CORP 0.2%
Value ($000) $923 Shares 4,585 Est. Cost $189.38 Unrealized +0.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $913 Shares 1,932 Est. Cost $314.45 Unrealized +37.8%
CHURCHILL CAPITAL CORP V 0.2%
Value ($000) $886 Shares 87,886 Est. Cost $10.09 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $882 Shares 4,545 Est. Cost $170.60 Unrealized -7.3%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.2%
Value ($000) $879 Shares 10,843 Est. Cost $81.06 Unrealized
JOYY JOYY INC 0.2%
Value ($000) $868 Shares 27,824 Est. Cost $47.93 Unrealized
CHT CHUNGHWA TELECOM CO LTD 0.2%
Value ($000) $864 Shares 22,090 Est. Cost $38.64 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $862 Shares 49,214 Est. Cost $11.79 Unrealized +29.3%
ITUB ITAU UNIBANCO HLDG S A 0.2%
Value ($000) $836 Shares 171,583 Est. Cost $6.09 Unrealized
DOW DOW INC 0.2%
Value ($000) $821 Shares 14,973 Est. Cost $42.34 Unrealized +11.7%
MPC MARATHON PETE CORP 0.2%
Value ($000) $766 Shares 5,678 Est. Cost $31.29 Unrealized +275.8%
QCOM QUALCOMM INC 0.2%
Value ($000) $761 Shares 5,962 Est. Cost $108.85 Unrealized +6.9%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $749 Shares 8,496 Est. Cost $78.02 Unrealized +7.9%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $746 Shares 9,018 Est. Cost $67.19 Unrealized +23.0%
BLUESCAPE OPPORTUNITIES ACQU 0.2%
Value ($000) $725 Shares 72,312 Est. Cost $10.02 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $713 Shares 5,718 Est. Cost $113.29 Unrealized -1.2%
CCU COMPANIA CERVECERIAS UNIDAS 0.2%
Value ($000) $691 Shares 44,223 Est. Cost $13.63 Unrealized
LNC LINCOLN NATL CORP IND 0.2%
Value ($000) $690 Shares 30,717 Est. Cost $29.21 Unrealized -15.2%
MMM 3M CO 0.2%
Value ($000) $670 Shares 6,371 Est. Cost $119.80 Unrealized -29.1%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $654 Shares 4,682 Est. Cost $40.57 Unrealized +203.2%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $603 Shares 4,495 Est. Cost $115.97 Unrealized +0.2%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $589 Shares 15,231 Est. Cost $29.83 Unrealized +14.6%
CNDAU CONCORD ACQUISITION CORP II 0.1%
Value ($000) $562 Shares 55,298 Est. Cost $9.95 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $560 Shares 2,742 Est. Cost $187.93 Unrealized +0.9%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $559 Shares 6,074 Est. Cost $90.55 Unrealized +1.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $557 Shares 13,721 Est. Cost $44.48 Unrealized -11.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $552 Shares 7,341 Est. Cost $69.59 Unrealized 0.0%
GLW CORNING INC 0.1%
Value ($000) $550 Shares 15,579 Est. Cost $31.40 Unrealized +2.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $548 Shares 9,810 Est. Cost $52.57 Unrealized -3.8%
TGT TARGET CORP 0.1%
Value ($000) $548 Shares 3,309 Est. Cost $145.10 Unrealized +2.4%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $542 Shares 7,113 Est. Cost $42.19 Unrealized +50.0%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $504 Shares 5,373 Est. Cost $62.81 Unrealized +21.4%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $499 Shares 3,781 Est. Cost $170.87 Unrealized -16.7%
BCH BANCO DE CHILE 0.1%
Value ($000) $499 Shares 25,547 Est. Cost $19.96 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $491 Shares 10,798 Est. Cost $36.22 Unrealized +23.5%
STT STATE STR CORP 0.1%
Value ($000) $471 Shares 6,225 Est. Cost $60.96 Unrealized +25.0%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $469 Shares 12,999 Est. Cost $39.49 Unrealized -17.7%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $468 Shares 4,144 Est. Cost $111.35 Unrealized -10.6%
PARAMOUNT GLOBAL 0.1%
Value ($000) $463 Shares 20,774 Est. Cost $32.56 Unrealized
BLUE WHALE ACQUISITION CORP 0.1%
Value ($000) $451 Shares 45,073 Est. Cost $10.01 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $449 Shares 12,992 Est. Cost $38.27 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $422 Shares 1,768 Est. Cost $200.53 Unrealized +13.7%
JWSUF JAWS MUSTANG ACQUISITION COR 0.1%
Value ($000) $418 Shares 41,660 Est. Cost $10.09 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $405 Shares 4,122 Est. Cost $122.46 Unrealized -22.2%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $381 Shares 3,404 Est. Cost $82.08 Unrealized +24.2%
KEY KEYCORP 0.1%
Value ($000) $378 Shares 30,194 Est. Cost $14.14 Unrealized +1.5%
CIG CIA ENERGETICA DE MINAS GERA 0.1%
Value ($000) $376 Shares 168,011 Est. Cost $2.39 Unrealized
KELLOGG CO 0.1%
Value ($000) $373 Shares 5,564 Est. Cost $57.22 Unrealized 0.0%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $345 Shares 6,678 Est. Cost $47.91 Unrealized -1.5%
CCI CROWN CASTLE INC 0.1%
Value ($000) $334 Shares 2,498 Est. Cost $133.71 Unrealized -12.1%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $334 Shares 29,844 Est. Cost $10.10 Unrealized +20.3%
FOREST ROAD ACQUISITION COR 0.1%
Value ($000) $329 Shares 32,891 Est. Cost $9.99 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $324 Shares 1,073 Est. Cost $256.48 Unrealized +1.6%
OSIRIS ACQUISITION CORP 0.1%
Value ($000) $320 Shares 32,000 Est. Cost $10.00 Unrealized
AVB AVALONBAY CMNTYS INC 0.1%
Value ($000) $316 Shares 1,879 Est. Cost $156.28 Unrealized -1.8%
PROSPECTOR CAPITAL CORP 0.1%
Value ($000) $315 Shares 31,591 Est. Cost $9.98 Unrealized
UDR UDR INC 0.1%
Value ($000) $313 Shares 7,614 Est. Cost $35.49 Unrealized +3.4%
TRAILBLAZER MERGER CORP I 0.1%
Value ($000) $303 Shares 30,000 Est. Cost $10.09 Unrealized
NORTHERN STAR INVSTMNT CORP 0.1%
Value ($000) $300 Shares 30,000 Est. Cost $10.01 Unrealized
FORLU FOUR LEAF ACQUISITION CORP 0.1%
Value ($000) $297 Shares 29,000 Est. Cost $10.25 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $292 Shares 4,860 Est. Cost $55.57 Unrealized -2.3%
BBY BEST BUY INC 0.1%
Value ($000) $287 Shares 3,664 Est. Cost $91.01 Unrealized -21.5%
PIVOTAL INVESTMENT CORP III 0.1%
Value ($000) $220 Shares 22,136 Est. Cost $9.92 Unrealized
BSBR BANCO SANTANDER BRASIL S A 0.0%
Value ($000) $200 Shares 37,638 Est. Cost $6.41 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $200 Shares 1,641 Est. Cost $172.58 Unrealized -24.2%
CMA COMERICA INC 0.0%
Value ($000) $172 Shares 3,959 Est. Cost $53.14 Unrealized +3.2%
AMCOR PLC 0.0%
Value ($000) $171 Shares 15,069 Est. Cost $9.23 Unrealized +9.8%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $150 Shares 1,780 Est. Cost $77.45 Unrealized -1.2%
ROSECLIFF ACQUISITION CORP I 0.0%
Value ($000) $144 Shares 14,441 Est. Cost $9.98 Unrealized
CNA CNA FINL CORP 0.0%
Value ($000) $142 Shares 3,646 Est. Cost $29.36 Unrealized +15.5%
VFC V F CORP 0.0%
Value ($000) $129 Shares 5,620 Est. Cost $77.62 Unrealized -66.1%
CRI CARTERS INC 0.0%
Value ($000) $124 Shares 1,722 Est. Cost $79.00 Unrealized -15.3%
CONYERS PARK III ACQSITN COR 0.0%
Value ($000) $120 Shares 11,726 Est. Cost $10.21 Unrealized
SENIOR CONNECT ACQUISITN COR 0.0%
Value ($000) $113 Shares 11,199 Est. Cost $10.05 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $107 Shares 3,357 Est. Cost $43.16 Unrealized -22.0%
KSS KOHLS CORP 0.0%
Value ($000) $94 Shares 3,983 Est. Cost $56.49 Unrealized -50.1%
FTAC EMERALD ACQUISITION COR 0.0%
Value ($000) $93 Shares 9,084 Est. Cost $10.21 Unrealized
AXONPRIME INFRSTCTR AQSTN CO 0.0%
Value ($000) $84 Shares 8,319 Est. Cost $10.14 Unrealized
HENNESSY CAPITAL INVST CORP 0.0%
Value ($000) $82 Shares 8,075 Est. Cost $9.94 Unrealized
HEALTHWELL ACQUISITION CORP 0.0%
Value ($000) $79 Shares 7,717 Est. Cost $10.00 Unrealized
TRAVELCENTERS OF AMERICA INC 0.0%
Value ($000) $71 Shares 818 Est. Cost $86.50 Unrealized
AFRICAN GOLD ACQUISITION COR 0.0%
Value ($000) $71 Shares 6,880 Est. Cost $10.26 Unrealized
DCP MIDSTREAM LP 0.0%
Value ($000) $69 Shares 1,659 Est. Cost $41.72 Unrealized
FOCUS FINL PARTNERS INC 0.0%
Value ($000) $69 Shares 1,328 Est. Cost $51.87 Unrealized
JUPITER ACQUISITION CORP 0.0%
Value ($000) $66 Shares 6,508 Est. Cost $9.94 Unrealized
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $43 Shares 4,275 Est. Cost $10.12 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $39 Shares 893 Est. Cost $52.49 Unrealized -15.6%
GORES HOLDINGS IX INC 0.0%
Value ($000) $39 Shares 3,788 Est. Cost $10.26 Unrealized
AGROFRESH SOLUTIONS INC 0.0%
Value ($000) $37 Shares 12,307 Est. Cost $2.96 Unrealized
TREAN INS GROUP INC 0.0%
Value ($000) $35 Shares 5,757 Est. Cost $6.12 Unrealized
MOMENTIVE GLOBAL INC 0.0%
Value ($000) $35 Shares 3,723 Est. Cost $9.32 Unrealized
RADIUS GLOBAL INFRASTRCTRE I 0.0%
Value ($000) $35 Shares 2,357 Est. Cost $14.67 Unrealized
NUVASIVE INC 0.0%
Value ($000) $33 Shares 801 Est. Cost $41.31 Unrealized
MALVERN BANCORP INC 0.0%
Value ($000) $29 Shares 1,927 Est. Cost $15.20 Unrealized
SUSTAINABLE DEVELP ACQU I CO 0.0%
Value ($000) $29 Shares 2,806 Est. Cost $10.04 Unrealized
SALISBURY BANCORP INC 0.0%
Value ($000) $28 Shares 1,151 Est. Cost $24.10 Unrealized
LUTHER BURBANK CORP 0.0%
Value ($000) $27 Shares 2,839 Est. Cost $9.48 Unrealized
COMPUTE HEALTH ACQUISITIN CO 0.0%
Value ($000) $20 Shares 49,203 Est. Cost $0.11 Unrealized
MAXAR TECHNOLOGIES INC 0.0%
Value ($000) $18 Shares 344 Est. Cost $51.06 Unrealized
SUMO LOGIC INC 0.0%
Value ($000) $18 Shares 1,462 Est. Cost $11.98 Unrealized
MARBLEGATE ACQUISITION CORP 0.0%
Value ($000) $16 Shares 1,600 Est. Cost $10.12 Unrealized
AAPL APPLE INC 0.0%
Value ($000) $16 Shares 97 Est. Cost $117.01 Unrealized +24.3%
MSFT MICROSOFT CORP 0.0%
Value ($000) $15 Shares 51 Est. Cost $208.24 Unrealized +19.8%
GOOG ALPHABET INC 0.0%
Value ($000) $14 Shares 130 Est. Cost $106.07 Unrealized -9.6%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $13 Shares 741 Est. Cost $21.53 Unrealized -7.7%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $12 Shares 43 Est. Cost $18.09 Unrealized +19.5%
AMZN AMAZON COM INC 0.0%
Value ($000) $11 Shares 110 Est. Cost $118.99 Unrealized -18.8%
OPY ACQUISITION CORP I 0.0%
Value ($000) $8 Shares 841 Est. Cost $10.07 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $8 Shares 80 Est. Cost $122.00 Unrealized -19.3%
PONTEM CORPORATION 0.0%
Value ($000) $7 Shares 41,523 Est. Cost $0.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $7 Shares 14 Est. Cost $308.19 Unrealized +48.4%
REVELSTONE CAPITAL ACQSTN CO 0.0%
Value ($000) $7 Shares 641 Est. Cost $10.28 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $7 Shares 18 Est. Cost $327.37 Unrealized +9.2%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $6 Shares 13 Est. Cost $384.74 Unrealized +22.5%
ARROWROOT ACQUISITION CORP 0.0%
Value ($000) $6 Shares 53,636 Est. Cost $0.12 Unrealized
V VISA INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $198.63 Unrealized +9.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $6 Shares 22 Est. Cost $193.25 Unrealized +29.6%
BIOTE CORP 0.0%
Value ($000) $5 Shares 12,999 Est. Cost $0.50 Unrealized
CF ACQUISITION CORP IV 0.0%
Value ($000) $5 Shares 508 Est. Cost $10.32 Unrealized
CC NEUBERGER PRINCIPAL HOLDN 0.0%
Value ($000) $5 Shares 507 Est. Cost $9.99 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 55 Est. Cost $60.59 Unrealized +39.9%
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $5 Shares 13 Est. Cost $484.90 Unrealized -26.7%
CSTWF CONSTELLATION ACQUISITN CORP 0.0%
Value ($000) $5 Shares 48,989 Est. Cost $0.10 Unrealized
APOLLO STRATEGIC GRWT CPTL I 0.0%
Value ($000) $4 Shares 44,500 Est. Cost $0.10 Unrealized
WMT WALMART INC 0.0%
Value ($000) $4 Shares 29 Est. Cost $45.24 Unrealized +1.2%
CHURCHILL CAPITAL CORP V 0.0%
Value ($000) $4 Shares 21,791 Est. Cost $0.19 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4 Shares 13 Est. Cost $223.05 Unrealized +17.2%
CF ACQUISITION CORP IV 0.0%
Value ($000) $4 Shares 36,891 Est. Cost $0.08 Unrealized
NKE NIKE INC 0.0%
Value ($000) $4 Shares 30 Est. Cost $121.78 Unrealized -4.2%
PRIVETERRA ACQUISITION CORP 0.0%
Value ($000) $4 Shares 64,891 Est. Cost $0.05 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $322.30 Unrealized 0.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $3 Shares 13 Est. Cost $196.00 Unrealized +14.3%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $231.96 Unrealized +16.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $100.17 Unrealized -21.5%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $3 Shares 14 Est. Cost $147.45 Unrealized +43.4%
CME CME GROUP INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.89 Unrealized +7.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $105.23 Unrealized +51.4%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $3 Shares 48 Est. Cost $46.65 Unrealized +9.9%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $303.01 Unrealized -18.7%
FAST FASTENAL CO 0.0%
Value ($000) $3 Shares 47 Est. Cost $22.58 Unrealized +5.8%
AZO AUTOZONE INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1158.08 Unrealized +110.6%
CVS CVS HEALTH CORP 0.0%
Value ($000) $2 Shares 31 Est. Cost $55.22 Unrealized +36.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $130.64 Unrealized +66.7%
PAYX PAYCHEX INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $76.93 Unrealized +35.6%
VEEV VEEVA SYS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $248.54 Unrealized -31.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $2 Shares 30 Est. Cost $67.89 Unrealized -12.0%
PROGRESS ACQUISITION CORP 0.0%
Value ($000) $2 Shares 32,744 Est. Cost $0.06 Unrealized
ROSS ACQUISITION CORP II 0.0%
Value ($000) $2 Shares 6,859 Est. Cost $0.26 Unrealized
INTU INTUIT 0.0%
Value ($000) $2 Shares 4 Est. Cost $388.88 Unrealized +3.7%
RMD RESMED INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $190.91 Unrealized +10.6%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $222.14 Unrealized +8.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $2 Shares 5 Est. Cost $141.36 Unrealized +133.4%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 10 Est. Cost $103.87 Unrealized +54.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $575.13 Unrealized +30.4%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $169.69 Unrealized +13.2%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $2 Shares 1 Est. Cost $1096.55 Unrealized +37.0%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2 Shares 17 Est. Cost $66.82 Unrealized +23.6%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $386.37 Unrealized +16.3%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $388.17 Unrealized +23.3%
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $141.81 Unrealized +6.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $197.50 Unrealized +10.2%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $196.74 Unrealized +11.2%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $266.57 Unrealized +8.8%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.56 Unrealized +15.7%
CPRT COPART INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $29.54 Unrealized +15.1%
HEI HEICO CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $127.40 Unrealized +32.2%
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $311.22 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $91.39 Unrealized +69.6%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.84 Unrealized +5.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $133.94 Unrealized +37.9%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $1 Shares 28 Est. Cost $41.97 Unrealized -6.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $365.03 Unrealized -14.1%
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $477.90 Unrealized +5.6%
BRIDGETOWN HOLDINGS LTD 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.12 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.19 Unrealized +40.7%
DHI D R HORTON INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $69.25 Unrealized +34.0%
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $286.79 Unrealized +12.8%
SILVERBOX CORP III 0.0%
Value ($000) $1 Shares 90 Est. Cost $10.06 Unrealized
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +28.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $30.16 Unrealized +27.6%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.23 Unrealized +27.2%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $77.71 Unrealized -8.5%
SNA SNAP ON INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $196.55 Unrealized +15.1%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.88 Unrealized +30.0%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.22 Unrealized +5.7%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $1 Shares 11 Est. Cost $64.73 Unrealized -5.6%
AFL AFLAC INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $36.33 Unrealized +76.9%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.18 Unrealized +25.1%
DCI DONALDSON INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.49 Unrealized +16.4%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.52 Unrealized +26.3%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $229.84 Unrealized +27.8%
FFIV F5 INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $149.10 Unrealized -3.2%
NBSTW NEWBURY STREET ACQUISITN COR 0.0%
Value ($000) $1 Shares 12,190 Est. Cost $0.04 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $28.53 Unrealized -1.2%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $51.54 Unrealized +15.0%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $149.01 Unrealized +7.7%
AEQUI ACQUISITION CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost $10.00 Unrealized
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $0 Shares 1,425 Est. Cost $0.05 Unrealized
GROVW GROVE COLLABORATIVE HOLD INC 0.0%
Value ($000) $0 Shares 650 Est. Cost $0.48 Unrealized
SFRTW APPRECIATE HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,555 Est. Cost $0.03 Unrealized
ALPHA HEALTHCARE ACQU CORP I 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.00 Unrealized
SBCF SEACOAST BKG CORP FLA 0.0%
Value ($000) $0 Shares 2,262 Est. Cost $29.75 Unrealized 0.0%
COLB COLUMBIA BKG SYS INC 0.0%
Value ($000) $0 Shares 2,466 Est. Cost $23.29 Unrealized 0.0%