LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 8, 2024

Total Value ($000): $405,177 (100.0% shares, 0.0% debt)

Holdings (260)

EPD ENTERPRISE PRODS PARTNERS L 16.4%
Value ($000) $66,440 Shares 2,521,428 Est. Cost $20.85 Unrealized
ET ENERGY TRANSFER L P 14.5%
Value ($000) $58,597 Shares 4,246,176 Est. Cost $8.50 Unrealized
MPLX MPLX LP 9.9%
Value ($000) $40,140 Shares 1,093,138 Est. Cost $23.16 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 7.0%
Value ($000) $28,562 Shares 1,885,265 Est. Cost $8.72 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 3.8%
Value ($000) $15,353 Shares 524,705 Est. Cost $24.69 Unrealized
ENB ENBRIDGE INC 3.0%
Value ($000) $12,319 Shares 342,000 Est. Cost $29.66 Unrealized -0.9%
HESM HESS MIDSTREAM LP 3.0%
Value ($000) $12,237 Shares 386,864 Est. Cost $21.71 Unrealized +17.6%
SWX SOUTHWEST GAS HLDGS INC 2.7%
Value ($000) $10,833 Shares 171,000 Est. Cost $59.14 Unrealized +1.6%
NEM NEWMONT CORP 2.5%
Value ($000) $10,074 Shares 243,390 Est. Cost $40.50 Unrealized -9.1%
UGI UGI CORP NEW 2.4%
Value ($000) $9,744 Shares 396,084 Est. Cost $23.66 Unrealized -6.7%
PFE PFIZER INC 1.9%
Value ($000) $7,531 Shares 261,575 Est. Cost $29.14 Unrealized -9.4%
VZ VERIZON COMMUNICATIONS INC 1.9%
Value ($000) $7,498 Shares 198,892 Est. Cost $33.30 Unrealized -6.9%
IP INTERNATIONAL PAPER CO 1.7%
Value ($000) $6,799 Shares 188,082 Est. Cost $31.01 Unrealized +3.1%
CQP CHENIERE ENERGY PARTNERS LP 1.6%
Value ($000) $6,560 Shares 131,752 Est. Cost $46.14 Unrealized
INTC INTEL CORP 1.0%
Value ($000) $4,110 Shares 81,796 Est. Cost $34.41 Unrealized +16.4%
INFY INFOSYS LTD 0.8%
Value ($000) $3,368 Shares 183,243 Est. Cost $17.26 Unrealized
ABEV AMBEV SA 0.8%
Value ($000) $3,222 Shares 1,150,631 Est. Cost $2.94 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.8%
Value ($000) $3,068 Shares 192,108 Est. Cost $10.85 Unrealized
VIV TELEFONICA BRASIL SA 0.7%
Value ($000) $2,993 Shares 273,595 Est. Cost $7.97 Unrealized
VALE VALE S A 0.7%
Value ($000) $2,962 Shares 186,778 Est. Cost $17.81 Unrealized
DIS DISNEY WALT CO 0.6%
Value ($000) $2,264 Shares 25,080 Est. Cost $92.65 Unrealized -7.0%
ITUB ITAU UNIBANCO HLDG S A 0.6%
Value ($000) $2,264 Shares 325,768 Est. Cost $6.28 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $2,155 Shares 14,447 Est. Cost $84.20 Unrealized +63.6%
SJNK SPDR SER TR 0.5%
Value ($000) $2,149 Shares 85,500 Est. Cost $25.14 Unrealized
HDB HDFC BANK LTD 0.5%
Value ($000) $2,071 Shares 30,856 Est. Cost $67.02 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $2,027 Shares 12,932 Est. Cost $143.26 Unrealized +0.2%
C CITIGROUP INC 0.5%
Value ($000) $1,956 Shares 38,017 Est. Cost $51.00 Unrealized -18.9%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,890 Shares 11,556 Est. Cost $110.78 Unrealized +27.7%
UGP ULTRAPAR PARTICIPACOES SA 0.5%
Value ($000) $1,879 Shares 346,766 Est. Cost $2.73 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,682 Shares 16,821 Est. Cost $33.18 Unrealized +194.1%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,677 Shares 49,803 Est. Cost $29.92 Unrealized -7.7%
HD HOME DEPOT INC 0.4%
Value ($000) $1,625 Shares 4,688 Est. Cost $274.06 Unrealized +7.2%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,543 Shares 18,728 Est. Cost $93.73 Unrealized -23.8%
T AT&T INC 0.4%
Value ($000) $1,467 Shares 87,419 Est. Cost $15.30 Unrealized -7.1%
RTX RTX CORPORATION 0.4%
Value ($000) $1,436 Shares 17,064 Est. Cost $85.96 Unrealized -12.0%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,300 Shares 7,624 Est. Cost $139.48 Unrealized +4.3%
MRK MERCK & CO INC 0.3%
Value ($000) $1,288 Shares 11,817 Est. Cost $74.23 Unrealized +30.4%
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $1,276 Shares 24,869 Est. Cost $55.75 Unrealized -15.7%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,268 Shares 8,764 Est. Cost $108.68 Unrealized +8.9%
JPM JPMORGAN CHASE & CO 0.3%
Value ($000) $1,253 Shares 7,367 Est. Cost $110.22 Unrealized +31.5%
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,233 Shares 30,573 Est. Cost $27.10 Unrealized +28.5%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,195 Shares 12,701 Est. Cost $61.33 Unrealized +36.5%
PEP PEPSICO INC 0.3%
Value ($000) $1,117 Shares 6,578 Est. Cost $140.10 Unrealized +9.7%
ABBV ABBVIE INC 0.3%
Value ($000) $1,098 Shares 7,086 Est. Cost $81.79 Unrealized +65.9%
BBD BANCO BRADESCO S A 0.3%
Value ($000) $1,076 Shares 307,535 Est. Cost $3.48 Unrealized
WIT WIPRO LTD 0.3%
Value ($000) $1,075 Shares 193,076 Est. Cost $4.76 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,065 Shares 13,149 Est. Cost $50.52 Unrealized +42.9%
STT STATE STR CORP 0.3%
Value ($000) $1,052 Shares 13,581 Est. Cost $63.27 Unrealized +2.4%
IBN ICICI BANK LIMITED 0.2%
Value ($000) $997 Shares 41,816 Est. Cost $23.84 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $986 Shares 4,016 Est. Cost $189.28 Unrealized +10.5%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $979 Shares 6,678 Est. Cost $132.41 Unrealized +6.2%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $975 Shares 9,400 Est. Cost $67.45 Unrealized +28.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $970 Shares 19,196 Est. Cost $38.92 Unrealized +23.3%
KO COCA COLA CO 0.2%
Value ($000) $968 Shares 16,419 Est. Cost $46.00 Unrealized +15.8%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $926 Shares 15,249 Est. Cost $62.00 Unrealized -13.8%
SSRM SSR MINING IN 0.2%
Value ($000) $916 Shares 85,098 Est. Cost $15.06 Unrealized -19.3%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $912 Shares 2,013 Est. Cost $319.16 Unrealized +30.8%
MS MORGAN STANLEY 0.2%
Value ($000) $893 Shares 9,572 Est. Cost $74.81 Unrealized 0.0%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $870 Shares 10,305 Est. Cost $76.67 Unrealized -9.8%
DOW DOW INC 0.2%
Value ($000) $856 Shares 15,608 Est. Cost $42.46 Unrealized +5.2%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $849 Shares 3,593 Est. Cost $200.25 Unrealized -0.1%
MMM 3M CO 0.2%
Value ($000) $839 Shares 7,672 Est. Cost $112.63 Unrealized -32.9%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $816 Shares 5,271 Est. Cost $129.90 Unrealized -7.7%
RDY DR REDDYS LABS LTD 0.2%
Value ($000) $781 Shares 11,219 Est. Cost $63.11 Unrealized
CIG CIA ENERGETICA DE MINAS GERA 0.2%
Value ($000) $763 Shares 328,964 Est. Cost $2.36 Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $760 Shares 43,065 Est. Cost $11.91 Unrealized +28.8%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $745 Shares 4,737 Est. Cost $169.95 Unrealized -21.0%
COP CONOCOPHILLIPS 0.2%
Value ($000) $694 Shares 5,977 Est. Cost $109.73 Unrealized 0.0%
GLW CORNING INC 0.2%
Value ($000) $684 Shares 22,450 Est. Cost $31.19 Unrealized -13.0%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $677 Shares 8,338 Est. Cost $74.08 Unrealized -3.2%
EOG EOG RES INC 0.2%
Value ($000) $674 Shares 5,574 Est. Cost $115.58 Unrealized 0.0%
USB US BANCORP DEL 0.2%
Value ($000) $654 Shares 15,117 Est. Cost $36.52 Unrealized -9.4%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.2%
Value ($000) $653 Shares 10,843 Est. Cost $81.06 Unrealized
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $652 Shares 13,240 Est. Cost $41.03 Unrealized 0.0%
TGT TARGET CORP 0.2%
Value ($000) $623 Shares 4,375 Est. Cost $130.57 Unrealized -13.4%
BCH BANCO DE CHILE 0.2%
Value ($000) $621 Shares 26,918 Est. Cost $20.12 Unrealized
SCCO SOUTHERN COPPER CORP 0.2%
Value ($000) $612 Shares 7,113 Est. Cost $42.19 Unrealized +59.7%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $611 Shares 16,514 Est. Cost $30.04 Unrealized +1.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $602 Shares 2,873 Est. Cost $172.33 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $595 Shares 7,466 Est. Cost $69.96 Unrealized +2.5%
PSX PHILLIPS 66 0.1%
Value ($000) $590 Shares 4,430 Est. Cost $51.60 Unrealized +115.2%
ETR ENTERGY CORP NEW 0.1%
Value ($000) $582 Shares 5,755 Est. Cost $44.83 Unrealized +1.2%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $581 Shares 2,121 Est. Cost $259.07 Unrealized +0.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $570 Shares 5,876 Est. Cost $83.56 Unrealized +0.3%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $562 Shares 20,820 Est. Cost $22.50 Unrealized -5.6%
FE FIRSTENERGY CORP 0.1%
Value ($000) $557 Shares 15,199 Est. Cost $33.70 Unrealized -1.6%
CCU COMPANIA CERVECERIAS UNIDAS 0.1%
Value ($000) $555 Shares 44,223 Est. Cost $13.63 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $543 Shares 1,887 Est. Cost $196.80 Unrealized +29.6%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $533 Shares 5,601 Est. Cost $63.35 Unrealized +26.0%
BAP CREDICORP LTD 0.1%
Value ($000) $520 Shares 3,470 Est. Cost $120.19 Unrealized 0.0%
F FORD MTR CO DEL 0.1%
Value ($000) $499 Shares 40,918 Est. Cost $10.73 Unrealized -10.2%
D DOMINION ENERGY INC 0.1%
Value ($000) $481 Shares 10,226 Est. Cost $52.37 Unrealized -23.3%
SO SOUTHERN CO 0.1%
Value ($000) $470 Shares 6,708 Est. Cost $63.78 Unrealized -0.0%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $465 Shares 4,318 Est. Cost $110.75 Unrealized -19.0%
CAT CATERPILLAR INC 0.1%
Value ($000) $441 Shares 1,490 Est. Cost $251.22 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $440 Shares 2,088 Est. Cost $180.85 Unrealized -0.5%
TFC TRUIST FINL CORP 0.1%
Value ($000) $427 Shares 11,563 Est. Cost $38.17 Unrealized -26.1%
SJM SMUCKER J M CO 0.1%
Value ($000) $425 Shares 3,363 Est. Cost $119.14 Unrealized -10.3%
MCD MCDONALDS CORP 0.1%
Value ($000) $421 Shares 1,419 Est. Cost $257.66 Unrealized +0.4%
PLD PROLOGIS INC. 0.1%
Value ($000) $413 Shares 3,102 Est. Cost $113.29 Unrealized -6.8%
EMR EMERSON ELEC CO 0.1%
Value ($000) $407 Shares 4,180 Est. Cost $88.04 Unrealized +0.1%
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $406 Shares 7,809 Est. Cost $37.06 Unrealized +17.8%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $406 Shares 1,882 Est. Cost $187.53 Unrealized -6.6%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $403 Shares 5,565 Est. Cost $64.31 Unrealized 0.0%
SYY SYSCO CORP 0.1%
Value ($000) $402 Shares 5,496 Est. Cost $66.34 Unrealized -2.2%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.1%
Value ($000) $401 Shares 4,953 Est. Cost $90.12 Unrealized -23.7%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $398 Shares 6,904 Est. Cost $50.71 Unrealized 0.0%
XEL XCEL ENERGY INC 0.1%
Value ($000) $396 Shares 6,399 Est. Cost $55.18 Unrealized +0.6%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $396 Shares 31,110 Est. Cost $10.08 Unrealized -1.0%
UDR UDR INC 0.1%
Value ($000) $382 Shares 9,985 Est. Cost $34.80 Unrealized -8.3%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $381 Shares 10,190 Est. Cost $37.54 Unrealized -7.0%
ICL ICL GROUP LTD 0.1%
Value ($000) $379 Shares 75,731 Est. Cost $5.09 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $374 Shares 3,077 Est. Cost $114.31 Unrealized -2.7%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $373 Shares 1,599 Est. Cost $221.87 Unrealized +0.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $361 Shares 3,028 Est. Cost $100.89 Unrealized +10.1%
WALGREENS BOOTS ALLIANCE INC 0.1%
Value ($000) $354 Shares 13,543 Est. Cost $37.87 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $346 Shares 2,498 Est. Cost $128.43 Unrealized +0.0%
PSA PUBLIC STORAGE 0.1%
Value ($000) $341 Shares 1,118 Est. Cost $256.66 Unrealized -5.4%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $340 Shares 2,794 Est. Cost $169.51 Unrealized -31.3%
SBUX STARBUCKS CORP 0.1%
Value ($000) $333 Shares 3,470 Est. Cost $92.19 Unrealized 0.0%
KVUE KENVUE INC 0.1%
Value ($000) $312 Shares 14,483 Est. Cost $18.40 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $310 Shares 5,066 Est. Cost $55.58 Unrealized -4.9%
BBY BEST BUY INC 0.1%
Value ($000) $299 Shares 3,819 Est. Cost $89.98 Unrealized -29.5%
CCI CROWN CASTLE INC 0.1%
Value ($000) $298 Shares 2,583 Est. Cost $116.70 Unrealized -22.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $297 Shares 7,678 Est. Cost $44.33 Unrealized -24.2%
CMI CUMMINS INC 0.1%
Value ($000) $277 Shares 1,156 Est. Cost $201.04 Unrealized +7.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $271 Shares 15,936 Est. Cost $15.35 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $260 Shares 6,011 Est. Cost $40.14 Unrealized -5.1%
OGE OGE ENERGY CORP 0.1%
Value ($000) $255 Shares 7,288 Est. Cost $35.04 Unrealized -1.5%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $253 Shares 3,499 Est. Cost $67.79 Unrealized 0.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $249 Shares 3,817 Est. Cost $64.57 Unrealized -7.8%
BSBR BANCO SANTANDER BRASIL S A 0.1%
Value ($000) $247 Shares 37,638 Est. Cost $6.41 Unrealized
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $246 Shares 8,567 Est. Cost $27.08 Unrealized -8.0%
KELLANOVA 0.1%
Value ($000) $236 Shares 4,223 Est. Cost $56.68 Unrealized -13.9%
CLX CLOROX CO DEL 0.1%
Value ($000) $205 Shares 1,436 Est. Cost $124.04 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $199 Shares 2,303 Est. Cost $73.20 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $199 Shares 7,612 Est. Cost $34.81 Unrealized -29.5%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $196 Shares 6,020 Est. Cost $27.60 Unrealized 0.0%
WEN WENDYS CO 0.0%
Value ($000) $189 Shares 9,691 Est. Cost $19.25 Unrealized 0.0%
DIN DINE BRANDS GLOBAL INC 0.0%
Value ($000) $187 Shares 3,766 Est. Cost $41.53 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC 0.0%
Value ($000) $183 Shares 5,514 Est. Cost $32.13 Unrealized -21.5%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $167 Shares 1,855 Est. Cost $77.28 Unrealized -5.4%
AMCOR PLC 0.0%
Value ($000) $151 Shares 15,708 Est. Cost $9.24 Unrealized -8.6%
JUNIPER NETWORKS INC 0.0%
Value ($000) $146 Shares 4,949 Est. Cost $31.33 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $134 Shares 1,795 Est. Cost $78.22 Unrealized -19.7%
JWSUF JAWS MUSTANG ACQUISITION COR 0.0%
Value ($000) $77 Shares 7,089 Est. Cost $10.09 Unrealized
TEXTAINER GROUP HOLDINGS LTD 0.0%
Value ($000) $69 Shares 1,410 Est. Cost $49.20 Unrealized
IMMUNOGEN INC 0.0%
Value ($000) $67 Shares 2,268 Est. Cost $29.65 Unrealized
CAMBRIDGE BANCORP 0.0%
Value ($000) $66 Shares 957 Est. Cost $69.40 Unrealized
NATIONAL WESTN LIFE GROUP IN 0.0%
Value ($000) $52 Shares 107 Est. Cost $483.02 Unrealized
NEOGAMES S A 0.0%
Value ($000) $52 Shares 1,804 Est. Cost $28.63 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $45 Shares 492 Est. Cost $91.53 Unrealized
SOVOS BRANDS INC 0.0%
Value ($000) $34 Shares 1,530 Est. Cost $22.03 Unrealized
CNDA CONCORD ACQUISITION CORP II 0.0%
Value ($000) $24 Shares 2,334 Est. Cost $10.35 Unrealized 0.0%
HOLLYSYS AUTOMATION TCHNGY L 0.0%
Value ($000) $18 Shares 677 Est. Cost $26.35 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $18 Shares 455 Est. Cost $52.49 Unrealized -32.2%
MSFT MICROSOFT CORP 0.0%
Value ($000) $17 Shares 45 Est. Cost $208.24 Unrealized +68.2%
AAPL APPLE INC 0.0%
Value ($000) $16 Shares 81 Est. Cost $117.01 Unrealized +56.2%
GOOG ALPHABET INC 0.0%
Value ($000) $16 Shares 110 Est. Cost $106.07 Unrealized +27.0%
AMZN AMAZON COM INC 0.0%
Value ($000) $15 Shares 96 Est. Cost $118.99 Unrealized +17.8%
LANDCADIA HOLDINGS IV INC 0.0%
Value ($000) $10 Shares 977 Est. Cost $9.92 Unrealized
NABORS ENERGY TRANSITION COR 0.0%
Value ($000) $9 Shares 820 Est. Cost $10.48 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $9 Shares 13 Est. Cost $384.74 Unrealized +49.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $8 Shares 16 Est. Cost $327.78 Unrealized +56.0%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $8 Shares 18 Est. Cost $327.37 Unrealized +21.3%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $7 Shares 15 Est. Cost $18.09 Unrealized +156.1%
V VISA INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $198.63 Unrealized +22.2%
QETAU QUETTA ACQUISITION CORP 0.0%
Value ($000) $6 Shares 570 Est. Cost $10.21 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $484.90 Unrealized +18.9%
OCA ACQUISITION CORP 0.0%
Value ($000) $5 Shares 452 Est. Cost $10.79 Unrealized
SILVERBOX CORP III 0.0%
Value ($000) $5 Shares 471 Est. Cost $10.34 Unrealized
ESHA ESH ACQUISITION CORP 0.0%
Value ($000) $5 Shares 470 Est. Cost $10.16 Unrealized 0.0%
OSIRIS ACQUISITION CORP 0.0%
Value ($000) $5 Shares 460 Est. Cost $10.00 Unrealized
OCA ACQUISITION CORP 0.0%
Value ($000) $5 Shares 427 Est. Cost $10.70 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $5 Shares 44 Est. Cost $60.59 Unrealized +76.1%
KVACU KEEN VISION ACQUISITION CORP 0.0%
Value ($000) $5 Shares 442 Est. Cost $10.36 Unrealized
WMT WALMART INC 0.0%
Value ($000) $5 Shares 29 Est. Cost $45.24 Unrealized +14.1%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $5 Shares 13 Est. Cost $223.05 Unrealized +40.2%
FORLU FOUR LEAF ACQUISITION CORP 0.0%
Value ($000) $5 Shares 427 Est. Cost $10.25 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $4 Shares 19 Est. Cost $200.03 Unrealized +5.2%
HENNESSY CAPITAL INVST CORP 0.0%
Value ($000) $4 Shares 440 Est. Cost $9.94 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $322.30 Unrealized +19.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $4 Shares 85 Est. Cost $35.64 Unrealized +12.5%
CROWN PROPTECH ACQUISITIONS 0.0%
Value ($000) $4 Shares 355 Est. Cost $10.47 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $4 Shares 14 Est. Cost $204.28 Unrealized +14.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $303.01 Unrealized -1.6%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $3 Shares 7 Est. Cost $440.93 Unrealized +1.3%
NKE NIKE INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $121.78 Unrealized -15.4%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $3 Shares 17 Est. Cost $105.23 Unrealized +77.7%
CME CME GROUP INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $150.89 Unrealized +29.0%
CVS CVS HEALTH CORP 0.0%
Value ($000) $3 Shares 40 Est. Cost $57.27 Unrealized +14.2%
FAST FASTENAL CO 0.0%
Value ($000) $3 Shares 47 Est. Cost $22.58 Unrealized +27.0%
LLY ELI LILLY & CO 0.0%
Value ($000) $3 Shares 5 Est. Cost $141.36 Unrealized +306.8%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $100.17 Unrealized -30.5%
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $3 Shares 270 Est. Cost $10.12 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $3 Shares 48 Est. Cost $46.65 Unrealized +14.6%
AFL AFLAC INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $54.26 Unrealized +41.9%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $1158.08 Unrealized +123.9%
INTU INTUIT 0.0%
Value ($000) $3 Shares 4 Est. Cost $388.88 Unrealized +40.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $369.42 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 10 Est. Cost $103.87 Unrealized +107.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $2 Shares 30 Est. Cost $67.89 Unrealized -1.7%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $208.68 Unrealized -14.9%
VEEV VEEVA SYS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $248.54 Unrealized -24.2%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $386.37 Unrealized +33.0%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.81 Unrealized +24.0%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 2 Est. Cost $575.13 Unrealized +42.4%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $388.17 Unrealized +20.9%
ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $311.22 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $283.39 Unrealized -2.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 6 Est. Cost $197.50 Unrealized +15.1%
CPRT COPART INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $37.00 Unrealized +27.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $266.57 Unrealized +32.0%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.56 Unrealized +26.6%
RMD RESMED INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $190.91 Unrealized -21.1%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $1 Shares 6 Est. Cost $133.94 Unrealized +73.5%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $196.74 Unrealized -0.3%
FFIV F5 INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $146.13 Unrealized +11.6%
HEI HEICO CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $127.40 Unrealized +32.9%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.84 Unrealized +16.2%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized -1.4%
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $477.90 Unrealized +16.2%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.78 Unrealized -13.3%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $40.76 Unrealized -25.9%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $149.75 Unrealized -0.6%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.23 Unrealized +95.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.19 Unrealized +42.1%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 10 Est. Cost $30.16 Unrealized +43.9%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +38.0%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.18 Unrealized +55.1%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.22 Unrealized +20.8%
SNA SNAP ON INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $196.55 Unrealized +29.7%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $229.84 Unrealized +68.6%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.88 Unrealized +27.5%
DCI DONALDSON INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.49 Unrealized +14.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $77.71 Unrealized -20.3%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.52 Unrealized +8.5%
GNTX GENTEX CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $28.53 Unrealized +8.3%
VLTO VERALTO CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $73.75 Unrealized 0.0%
NBSTW NEWBURY STREET ACQUISITN COR 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $0.04 Unrealized
AEON BIOPHARMA INC 0.0%
Value ($000) $0 Shares 1,559 Est. Cost $0.15 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.53 Unrealized -48.1%
CNDAW CONCORD ACQUISITION CORP II 0.0%
Value ($000) $0 Shares 778 Est. Cost $0.13 Unrealized
COCHW ENVOY MEDICAL INC 0.0%
Value ($000) $0 Shares 4,599 Est. Cost $0.02 Unrealized
ESHAR ESH ACQUISITION CORP 0.0%
Value ($000) $0 Shares 470 Est. Cost $0.11 Unrealized
RMGWF RMG ACQUISITION CORP III 0.0%
Value ($000) $0 Shares 799 Est. Cost $0.11 Unrealized
ALUR/WS ALLURION TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.45 Unrealized
OPTXW SYNTEC OPTICS HLDGS INC 0.0%
Value ($000) $0 Shares 213 Est. Cost $0.11 Unrealized
MDAIW SPECTRAL AI INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.13 Unrealized
OCA ACQUISITION CORP 0.0%
Value ($000) $0 Shares 226 Est. Cost $0.06 Unrealized
SILVERBOX CORP III 0.0%
Value ($000) $0 Shares 157 Est. Cost $0.08 Unrealized
LDTDF LEDDARTECH HLDGS INC 0.0%
Value ($000) $0 Shares 151 Est. Cost $0.09 Unrealized
CORNER GROWTH ACQUISITION CO 0.0%
Value ($000) $0 Shares 164 Est. Cost $0.13 Unrealized
ROSS ACQUISITION CORP II 0.0%
Value ($000) $0 Shares 173 Est. Cost $0.26 Unrealized
HGASW GLOBAL GAS CORP DEL 0.0%
Value ($000) $0 Shares 221 Est. Cost $0.03 Unrealized
DHC ACQUISITION CORP 0.0%
Value ($000) $0 Shares 145 Est. Cost $0.02 Unrealized
ATLANTIC COASTAL ACQUISTN CO 0.0%
Value ($000) $0 Shares 90 Est. Cost $0.05 Unrealized
BLUAW BLUERIVER ACQUISITION CORP 0.0%
Value ($000) $0 Shares 33 Est. Cost $0.03 Unrealized
SFRTW APPRECIATE HOLDINGS INC 0.0%
Value ($000) $0 Shares 1,555 Est. Cost $0.03 Unrealized
BANC BANC OF CALIFORNIA INC 0.0%
Value ($000) $0 Shares 3,069 Est. Cost $11.64 Unrealized 0.0%