LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 9, 2023

Total Value ($000): $377,769 (100.0% shares, 0.0% debt)

Holdings (250)

EPD ENTERPRISE PRODS PARTNERS L 16.6%
Value ($000) $62,727 Shares 2,291,806 Est. Cost $20.30 Unrealized
ET ENERGY TRANSFER L P 12.1%
Value ($000) $45,731 Shares 3,259,490 Est. Cost $6.90 Unrealized
MPLX MPLX LP 10.3%
Value ($000) $38,883 Shares 1,093,138 Est. Cost $23.16 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 7.6%
Value ($000) $28,882 Shares 1,885,265 Est. Cost $8.72 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 3.8%
Value ($000) $14,288 Shares 524,705 Est. Cost $24.69 Unrealized
CRESTWOOD EQUITY PARTNERS LP 3.7%
Value ($000) $13,942 Shares 476,660 Est. Cost $20.79 Unrealized
HESM HESS MIDSTREAM LP 3.0%
Value ($000) $11,269 Shares 386,864 Est. Cost $21.71 Unrealized +13.5%
CTRA COTERRA ENERGY INC 2.8%
Value ($000) $10,579 Shares 391,083 Est. Cost $22.80 Unrealized +10.5%
SWX SOUTHWEST GAS HLDGS INC 2.7%
Value ($000) $10,330 Shares 171,000 Est. Cost $59.14 Unrealized +7.9%
NEM NEWMONT CORP 2.4%
Value ($000) $8,993 Shares 243,390 Est. Cost $40.50 Unrealized -5.3%
CQP CHENIERE ENERGY PARTNERS LP 1.9%
Value ($000) $7,140 Shares 131,752 Est. Cost $46.14 Unrealized
UGI UGI CORP NEW 1.4%
Value ($000) $5,290 Shares 230,000 Est. Cost $24.81 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.3%
Value ($000) $4,860 Shares 149,959 Est. Cost $34.05 Unrealized -14.9%
PFE PFIZER INC 1.2%
Value ($000) $4,559 Shares 137,441 Est. Cost $31.62 Unrealized -3.3%
IP INTERNATIONAL PAPER CO 1.1%
Value ($000) $4,078 Shares 114,966 Est. Cost $30.41 Unrealized +0.9%
PBR PETROLEO BRASILEIRO SA PETRO 1.0%
Value ($000) $3,797 Shares 253,315 Est. Cost $10.85 Unrealized
INFY INFOSYS LTD 0.8%
Value ($000) $3,135 Shares 183,243 Est. Cost $17.26 Unrealized
ENB ENBRIDGE INC 0.8%
Value ($000) $2,987 Shares 90,000 Est. Cost $30.38 Unrealized 0.0%
INTC INTEL CORP 0.8%
Value ($000) $2,908 Shares 81,796 Est. Cost $34.41 Unrealized -0.6%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,595 Shares 22,074 Est. Cost $33.18 Unrealized +204.4%
VALE VALE S A 0.7%
Value ($000) $2,503 Shares 186,778 Est. Cost $17.81 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,436 Shares 14,447 Est. Cost $84.20 Unrealized +73.1%
PNC PNC FINL SVCS GROUP INC 0.6%
Value ($000) $2,435 Shares 19,833 Est. Cost $129.90 Unrealized -11.4%
VIV TELEFONICA BRASIL SA 0.6%
Value ($000) $2,339 Shares 273,595 Est. Cost $7.97 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $2,033 Shares 25,080 Est. Cost $92.65 Unrealized -9.9%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,011 Shares 12,913 Est. Cost $143.26 Unrealized +7.0%
USB US BANCORP DEL 0.5%
Value ($000) $1,959 Shares 59,260 Est. Cost $36.52 Unrealized -11.0%
ABEV AMBEV SA 0.5%
Value ($000) $1,937 Shares 750,912 Est. Cost $3.02 Unrealized
T AT&T INC 0.5%
Value ($000) $1,937 Shares 128,939 Est. Cost $15.30 Unrealized -15.4%
C CITIGROUP INC 0.5%
Value ($000) $1,931 Shares 46,938 Est. Cost $51.00 Unrealized -20.7%
HDB HDFC BANK LTD 0.5%
Value ($000) $1,821 Shares 30,856 Est. Cost $67.02 Unrealized
LNC LINCOLN NATL CORP IND 0.5%
Value ($000) $1,820 Shares 73,720 Est. Cost $22.50 Unrealized +0.8%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,819 Shares 12,967 Est. Cost $110.78 Unrealized +18.9%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $1,749 Shares 12,060 Est. Cost $110.22 Unrealized +29.1%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,665 Shares 21,253 Est. Cost $93.73 Unrealized -17.0%
TFC TRUIST FINL CORP 0.4%
Value ($000) $1,454 Shares 50,811 Est. Cost $38.17 Unrealized -28.9%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,443 Shares 24,869 Est. Cost $55.75 Unrealized -2.5%
HD HOME DEPOT INC 0.4%
Value ($000) $1,417 Shares 4,688 Est. Cost $274.06 Unrealized +10.5%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,364 Shares 49,803 Est. Cost $29.92 Unrealized -7.0%
SSRM SSR MINING IN 0.3%
Value ($000) $1,290 Shares 97,098 Est. Cost $15.06 Unrealized -3.8%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,286 Shares 30,573 Est. Cost $27.10 Unrealized +34.4%
ITUB ITAU UNIBANCO HLDG S A 0.3%
Value ($000) $1,284 Shares 239,175 Est. Cost $6.04 Unrealized
UGP ULTRAPAR PARTICIPACOES SA 0.3%
Value ($000) $1,273 Shares 346,766 Est. Cost $2.73 Unrealized
FITB FIFTH THIRD BANCORP 0.3%
Value ($000) $1,241 Shares 48,981 Est. Cost $27.94 Unrealized -12.4%
RTX RTX CORPORATION 0.3%
Value ($000) $1,228 Shares 17,064 Est. Cost $85.96 Unrealized -5.5%
MRK MERCK & CO INC 0.3%
Value ($000) $1,217 Shares 11,817 Est. Cost $74.23 Unrealized +34.5%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,212 Shares 7,624 Est. Cost $139.48 Unrealized +13.9%
CFG CITIZENS FINL GROUP INC 0.3%
Value ($000) $1,197 Shares 44,659 Est. Cost $32.13 Unrealized -19.8%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,176 Shares 12,701 Est. Cost $61.33 Unrealized +40.5%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $1,174 Shares 8,051 Est. Cost $132.41 Unrealized +8.8%
PEP PEPSICO INC 0.3%
Value ($000) $1,115 Shares 6,578 Est. Cost $140.10 Unrealized +19.3%
JOYY JOYY INC 0.3%
Value ($000) $1,060 Shares 27,824 Est. Cost $47.93 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,056 Shares 7,086 Est. Cost $81.79 Unrealized +65.5%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $985 Shares 13,149 Est. Cost $50.52 Unrealized +39.9%
UNP UNION PAC CORP 0.3%
Value ($000) $974 Shares 4,783 Est. Cost $189.28 Unrealized +8.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $973 Shares 8,764 Est. Cost $108.68 Unrealized +1.3%
PSX PHILLIPS 66 0.3%
Value ($000) $964 Shares 8,021 Est. Cost $51.60 Unrealized +100.2%
WIT WIPRO LTD 0.2%
Value ($000) $934 Shares 193,076 Est. Cost $4.76 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $919 Shares 16,419 Est. Cost $46.00 Unrealized +21.1%
STT STATE STR CORP 0.2%
Value ($000) $909 Shares 13,581 Est. Cost $63.27 Unrealized +2.6%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $892 Shares 9,400 Est. Cost $67.45 Unrealized +25.0%
AMGN AMGEN INC 0.2%
Value ($000) $878 Shares 3,265 Est. Cost $196.80 Unrealized +17.8%
CSCO CISCO SYS INC 0.2%
Value ($000) $875 Shares 16,276 Est. Cost $37.29 Unrealized +34.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $823 Shares 2,013 Est. Cost $319.16 Unrealized +30.1%
DOW DOW INC 0.2%
Value ($000) $805 Shares 15,608 Est. Cost $42.46 Unrealized +9.1%
RDY DR REDDYS LABS LTD 0.2%
Value ($000) $750 Shares 11,219 Est. Cost $63.11 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $738 Shares 4,737 Est. Cost $169.95 Unrealized -10.8%
MMM 3M CO 0.2%
Value ($000) $718 Shares 7,672 Est. Cost $112.63 Unrealized -29.4%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $716 Shares 10,305 Est. Cost $76.67 Unrealized -8.8%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $714 Shares 43,065 Est. Cost $11.91 Unrealized +28.1%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $708 Shares 3,593 Est. Cost $200.25 Unrealized +2.4%
GLW CORNING INC 0.2%
Value ($000) $684 Shares 22,450 Est. Cost $31.19 Unrealized -1.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $681 Shares 11,888 Est. Cost $64.42 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $662 Shares 10,234 Est. Cost $63.78 Unrealized 0.0%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.2%
Value ($000) $647 Shares 10,843 Est. Cost $81.06 Unrealized
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $641 Shares 7,260 Est. Cost $83.56 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $596 Shares 13,978 Est. Cost $37.06 Unrealized +12.8%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $559 Shares 7,426 Est. Cost $74.37 Unrealized 0.0%
CCU COMPANIA CERVECERIAS UNIDAS 0.1%
Value ($000) $557 Shares 44,223 Est. Cost $13.63 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $556 Shares 16,514 Est. Cost $30.04 Unrealized +1.5%
SCCO SOUTHERN COPPER CORP 0.1%
Value ($000) $536 Shares 7,113 Est. Cost $42.19 Unrealized +65.6%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $534 Shares 2,417 Est. Cost $204.28 Unrealized +3.4%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $532 Shares 5,755 Est. Cost $44.83 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $531 Shares 7,466 Est. Cost $69.96 Unrealized +1.3%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $530 Shares 5,601 Est. Cost $63.35 Unrealized +27.9%
FE FIRSTENERGY CORP 0.1%
Value ($000) $520 Shares 15,199 Est. Cost $33.70 Unrealized 0.0%
BCH BANCO DE CHILE 0.1%
Value ($000) $516 Shares 25,547 Est. Cost $19.96 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $470 Shares 2,858 Est. Cost $187.53 Unrealized -10.6%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $467 Shares 2,684 Est. Cost $180.85 Unrealized -3.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $457 Shares 10,226 Est. Cost $52.37 Unrealized -15.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $453 Shares 4,318 Est. Cost $110.75 Unrealized -9.5%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $432 Shares 6,331 Est. Cost $90.12 Unrealized -23.7%
CIG CIA ENERGETICA DE MINAS GERA 0.1%
Value ($000) $407 Shares 168,011 Est. Cost $2.39 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $401 Shares 3,631 Est. Cost $134.17 Unrealized -13.3%
BBD BANCO BRADESCO S A 0.1%
Value ($000) $388 Shares 136,049 Est. Cost $3.46 Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value ($000) $385 Shares 3,182 Est. Cost $121.17 Unrealized -6.2%
CCI CROWN CASTLE INC 0.1%
Value ($000) $383 Shares 4,162 Est. Cost $116.70 Unrealized -22.5%
F FORD MTR CO DEL 0.1%
Value ($000) $381 Shares 30,709 Est. Cost $11.09 Unrealized 0.0%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $374 Shares 2,794 Est. Cost $169.51 Unrealized -16.7%
XEL XCEL ENERGY INC 0.1%
Value ($000) $366 Shares 6,399 Est. Cost $55.18 Unrealized 0.0%
WMB WILLIAMS COS INC 0.1%
Value ($000) $358 Shares 10,629 Est. Cost $19.48 Unrealized +58.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $349 Shares 3,028 Est. Cost $100.89 Unrealized +11.2%
PLD PROLOGIS INC. 0.1%
Value ($000) $348 Shares 3,102 Est. Cost $113.29 Unrealized -0.3%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $324 Shares 31,110 Est. Cost $10.08 Unrealized +0.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $301 Shares 13,543 Est. Cost $37.87 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $297 Shares 5,066 Est. Cost $55.58 Unrealized +5.0%
PSA PUBLIC STORAGE 0.1%
Value ($000) $295 Shares 1,118 Est. Cost $256.66 Unrealized -1.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $290 Shares 7,678 Est. Cost $44.33 Unrealized -9.4%
UDR UDR INC 0.1%
Value ($000) $283 Shares 7,937 Est. Cost $35.54 Unrealized +1.6%
BBY BEST BUY INC 0.1%
Value ($000) $265 Shares 3,819 Est. Cost $89.98 Unrealized -23.7%
CMI CUMMINS INC 0.1%
Value ($000) $264 Shares 1,156 Est. Cost $201.04 Unrealized +13.7%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $264 Shares 2,441 Est. Cost $82.58 Unrealized +25.0%
KELLANOVA 0.1%
Value ($000) $251 Shares 4,223 Est. Cost $56.68 Unrealized -3.1%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $247 Shares 6,011 Est. Cost $40.14 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $244 Shares 3,817 Est. Cost $64.57 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $244 Shares 3,693 Est. Cost $67.04 Unrealized 0.0%
OGE OGE ENERGY CORP 0.1%
Value ($000) $243 Shares 7,288 Est. Cost $35.04 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $242 Shares 2,005 Est. Cost $115.97 Unrealized +1.5%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $240 Shares 6,987 Est. Cost $38.74 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $235 Shares 8,567 Est. Cost $27.08 Unrealized 0.0%
SJM SMUCKER J M CO 0.1%
Value ($000) $221 Shares 1,802 Est. Cost $129.82 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.1%
Value ($000) $193 Shares 7,612 Est. Cost $34.81 Unrealized -19.2%
BSBR BANCO SANTANDER BRASIL S A 0.1%
Value ($000) $193 Shares 37,638 Est. Cost $6.41 Unrealized
CNA CNA FINL CORP 0.0%
Value ($000) $150 Shares 3,800 Est. Cost $29.48 Unrealized +12.4%
AMCOR PLC 0.0%
Value ($000) $144 Shares 15,708 Est. Cost $9.24 Unrealized -5.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $142 Shares 1,855 Est. Cost $77.28 Unrealized -2.5%
JUNIPER NETWORKS INC 0.0%
Value ($000) $138 Shares 4,949 Est. Cost $31.33 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $124 Shares 1,795 Est. Cost $78.22 Unrealized -18.3%
BLUESCAPE OPPORTUNITIES ACQU 0.0%
Value ($000) $119 Shares 11,885 Est. Cost $10.02 Unrealized
VFC V F CORP 0.0%
Value ($000) $104 Shares 5,858 Est. Cost $75.30 Unrealized -74.7%
CHURCHILL CAPITAL CORP VI 0.0%
Value ($000) $101 Shares 9,669 Est. Cost $10.00 Unrealized
CHURCHILL CAPITAL CORP VII 0.0%
Value ($000) $97 Shares 9,209 Est. Cost $9.95 Unrealized
JWSUF JAWS MUSTANG ACQUISITION COR 0.0%
Value ($000) $76 Shares 7,089 Est. Cost $10.09 Unrealized
NATIONAL INSTRS CORP 0.0%
Value ($000) $69 Shares 1,159 Est. Cost $57.40 Unrealized
CSTAF CONSTELLATION ACQUISITN CORP 0.0%
Value ($000) $63 Shares 5,842 Est. Cost $9.48 Unrealized +5.5%
CHURCHILL CAPITAL CORP V 0.0%
Value ($000) $58 Shares 5,574 Est. Cost $10.09 Unrealized
FUSION ACQUISITION CORP II 0.0%
Value ($000) $46 Shares 4,413 Est. Cost $9.97 Unrealized
CNDAU CONCORD ACQUISITION CORP II 0.0%
Value ($000) $24 Shares 2,334 Est. Cost $9.95 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $17 Shares 455 Est. Cost $52.49 Unrealized -23.5%
BIL SPDR SER TR 0.0%
Value ($000) $15 Shares 164 Est. Cost $91.82 Unrealized
GOOG ALPHABET INC 0.0%
Value ($000) $15 Shares 110 Est. Cost $106.07 Unrealized +21.7%
MSFT MICROSOFT CORP 0.0%
Value ($000) $14 Shares 45 Est. Cost $208.24 Unrealized +55.9%
AAPL APPLE INC 0.0%
Value ($000) $14 Shares 81 Est. Cost $117.01 Unrealized +55.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $12 Shares 96 Est. Cost $118.99 Unrealized +12.6%
LANDCADIA HOLDINGS IV INC 0.0%
Value ($000) $10 Shares 977 Est. Cost $9.92 Unrealized
THUNDER BRIDGE CAP PRTNRS II 0.0%
Value ($000) $10 Shares 945 Est. Cost $9.91 Unrealized
OCA ACQUISITION CORP 0.0%
Value ($000) $9 Shares 879 Est. Cost $10.70 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $327.78 Unrealized +43.4%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $7 Shares 13 Est. Cost $384.74 Unrealized +38.3%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $7 Shares 18 Est. Cost $327.37 Unrealized +21.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $7 Shares 15 Est. Cost $18.09 Unrealized +147.5%
V VISA INC 0.0%
Value ($000) $6 Shares 28 Est. Cost $198.63 Unrealized +18.9%
MCD MCDONALDS CORP 0.0%
Value ($000) $6 Shares 22 Est. Cost $193.25 Unrealized +39.5%
CC NEUBERGER PRINCIPAL HOLDN 0.0%
Value ($000) $6 Shares 507 Est. Cost $9.99 Unrealized
JUPITER ACQUISITION CORP 0.0%
Value ($000) $5 Shares 516 Est. Cost $10.25 Unrealized
PROSPECTOR CAPITAL CORP 0.0%
Value ($000) $5 Shares 453 Est. Cost $10.45 Unrealized
SILVERBOX CORP III 0.0%
Value ($000) $5 Shares 471 Est. Cost $10.14 Unrealized
ACROPOLIS INFRASTRUCTURE ACQ 0.0%
Value ($000) $5 Shares 465 Est. Cost $10.38 Unrealized
FOREST ROAD ACQUISITION COR 0.0%
Value ($000) $5 Shares 465 Est. Cost $9.99 Unrealized
GOLDEN ARROW MERGER CORP 0.0%
Value ($000) $5 Shares 462 Est. Cost $10.30 Unrealized
OSIRIS ACQUISITION CORP 0.0%
Value ($000) $5 Shares 460 Est. Cost $10.00 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $5 Shares 19 Est. Cost $200.03 Unrealized +10.1%
HENNESSY CAPITAL INVST CORP 0.0%
Value ($000) $5 Shares 440 Est. Cost $9.94 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 44 Est. Cost $60.59 Unrealized +86.1%
WMT WALMART INC 0.0%
Value ($000) $5 Shares 29 Est. Cost $45.24 Unrealized +14.5%
ADBE ADOBE INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $484.90 Unrealized +8.2%
FORLU FOUR LEAF ACQUISITION CORP 0.0%
Value ($000) $4 Shares 427 Est. Cost $10.25 Unrealized
NORTHERN STAR INVSTMNT CORP 0.0%
Value ($000) $4 Shares 435 Est. Cost $10.01 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4 Shares 13 Est. Cost $223.05 Unrealized +36.5%
OPY ACQUISITION CORP I 0.0%
Value ($000) $4 Shares 374 Est. Cost $10.09 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $4 Shares 85 Est. Cost $35.64 Unrealized +16.4%
LIN LINDE PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $322.30 Unrealized +14.5%
CROWN PROPTECH ACQUISITIONS 0.0%
Value ($000) $4 Shares 355 Est. Cost $10.47 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $3 Shares 14 Est. Cost $202.36 Unrealized +14.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $105.23 Unrealized +75.4%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $231.96 Unrealized +18.5%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $440.93 Unrealized -1.0%
CME CME GROUP INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.89 Unrealized +19.4%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $303.01 Unrealized +3.1%
NKE NIKE INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $121.78 Unrealized -19.3%
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $3 Shares 270 Est. Cost $10.12 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.27 Unrealized +12.7%
LLY ELI LILLY & CO 0.0%
Value ($000) $3 Shares 5 Est. Cost $141.36 Unrealized +258.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $100.17 Unrealized -19.8%
FAST FASTENAL CO 0.0%
Value ($000) $3 Shares 47 Est. Cost $22.58 Unrealized +18.7%
EMR EMERSON ELEC CO 0.0%
Value ($000) $3 Shares 26 Est. Cost $80.03 Unrealized +13.9%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $3 Shares 48 Est. Cost $46.65 Unrealized +21.8%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $1158.08 Unrealized +116.7%
AFL AFLAC INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $54.26 Unrealized +30.0%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $208.68 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $2 Shares 15 Est. Cost $119.71 Unrealized +20.7%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 10 Est. Cost $103.87 Unrealized +101.9%
INTU INTUIT 0.0%
Value ($000) $2 Shares 4 Est. Cost $388.88 Unrealized +28.3%
VEEV VEEVA SYS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $248.54 Unrealized -18.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $2 Shares 30 Est. Cost $67.89 Unrealized -2.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $575.13 Unrealized +35.9%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.81 Unrealized +25.0%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $2 Shares 4 Est. Cost $266.57 Unrealized +44.2%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $386.37 Unrealized +29.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $197.50 Unrealized +16.5%
CPRT COPART INC 0.0%
Value ($000) $1 Shares 32 Est. Cost $37.00 Unrealized +20.2%
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $283.39 Unrealized -2.5%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $40.76 Unrealized -11.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $133.94 Unrealized +63.6%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $388.17 Unrealized +28.5%
ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $311.22 Unrealized
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.56 Unrealized +27.4%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $196.74 Unrealized +6.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.84 Unrealized +21.2%
RMD RESMED INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $190.91 Unrealized -7.4%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.78 Unrealized +0.3%
HEI HEICO CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $127.40 Unrealized +33.2%
FFIV F5 INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $146.13 Unrealized +7.0%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +11.8%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $149.75 Unrealized +4.4%
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $477.90 Unrealized +7.8%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.23 Unrealized +80.3%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +41.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.19 Unrealized +46.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $30.16 Unrealized +39.7%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.18 Unrealized +46.7%
SNA SNAP ON INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $196.55 Unrealized +29.1%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $229.84 Unrealized +57.3%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.22 Unrealized +21.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $77.71 Unrealized +1.2%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.88 Unrealized +15.2%
DCI DONALDSON INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.49 Unrealized +15.6%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.52 Unrealized +19.4%
GNTX GENTEX CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $28.53 Unrealized +12.4%
NORTHERN STAR INVEST CORP IV 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.24 Unrealized
NBSTW NEWBURY STREET ACQUISITN COR 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $0.04 Unrealized
ANZU SPECIAL ACQUISITIN CORP 0.0%
Value ($000) $0 Shares 4,599 Est. Cost $0.05 Unrealized
AEON BIOPHARMA INC 0.0%
Value ($000) $0 Shares 1,559 Est. Cost $0.15 Unrealized
CHURCHILL CAPITAL CORP V 0.0%
Value ($000) $0 Shares 1,213 Est. Cost $0.19 Unrealized
CF ACQUISITION CORP IV 0.0%
Value ($000) $0 Shares 3,189 Est. Cost $0.08 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.53 Unrealized -47.3%
APOLLO STRATEGIC GRWT CPTL I 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $0.10 Unrealized
RMGWF RMG ACQUISITION CORP III 0.0%
Value ($000) $0 Shares 799 Est. Cost $0.11 Unrealized
CSTWF CONSTELLATION ACQUISITN CORP 0.0%
Value ($000) $0 Shares 1,947 Est. Cost $0.10 Unrealized
ROSS ACQUISITION CORP II 0.0%
Value ($000) $0 Shares 173 Est. Cost $0.26 Unrealized
SFRTW APPRECIATE HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,555 Est. Cost $0.03 Unrealized
DUNE ACQUISITION CORP 0.0%
Value ($000) $0 Shares 221 Est. Cost $0.04 Unrealized
CORNER GROWTH ACQUISITION CO 0.0%
Value ($000) $0 Shares 164 Est. Cost $0.13 Unrealized
MDAIW SPECTRAL AI INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.13 Unrealized
OMNILIT ACQUISITION CORP 0.0%
Value ($000) $0 Shares 213 Est. Cost $0.05 Unrealized
JUPITER ACQUISITION CORP 0.0%
Value ($000) $0 Shares 257 Est. Cost $0.02 Unrealized
PROSPECTOR CAPITAL CORP 0.0%
Value ($000) $0 Shares 151 Est. Cost $0.12 Unrealized
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.05 Unrealized
FRBA FIRST BK WILLIAMSTOWN NEW JE 0.0%
Value ($000) $0 Shares 1,490 Est. Cost $11.05 Unrealized 0.0%
NBTB NBT BANCORP INC 0.0%
Value ($000) $0 Shares 857 Est. Cost $34.24 Unrealized 0.0%