LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 7, 2024

Total Value ($000): $398,242 (100.0% shares, 0.0% debt)

Holdings (258)

EPD ENTERPRISE PRODS PARTNERS L 14.8%
Value ($000) $59,047 Shares 2,037,519 Est. Cost $20.85 Unrealized
ET ENERGY TRANSFER L P 13.6%
Value ($000) $54,239 Shares 3,343,930 Est. Cost $8.50 Unrealized
MPLX MPLX LP 9.3%
Value ($000) $36,920 Shares 866,864 Est. Cost $23.16 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 6.7%
Value ($000) $26,516 Shares 1,484,676 Est. Cost $8.72 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 4.1%
Value ($000) $16,417 Shares 413,214 Est. Cost $24.69 Unrealized
HESM HESS MIDSTREAM LP 3.2%
Value ($000) $12,600 Shares 345,764 Est. Cost $21.71 Unrealized +41.0%
ENB ENBRIDGE INC 3.1%
Value ($000) $12,172 Shares 342,000 Est. Cost $29.66 Unrealized +9.1%
SWX SOUTHWEST GAS HLDGS INC 3.0%
Value ($000) $12,035 Shares 171,000 Est. Cost $59.14 Unrealized +26.6%
NEM NEWMONT CORP 2.6%
Value ($000) $10,201 Shares 243,640 Est. Cost $40.50 Unrealized -2.2%
UGI UGI CORP NEW 2.3%
Value ($000) $9,071 Shares 396,131 Est. Cost $23.66 Unrealized +2.4%
ABEV AMBEV SA 2.1%
Value ($000) $8,228 Shares 4,013,613 Est. Cost $2.31 Unrealized
VZ VERIZON COMMUNICATIONS INC 2.1%
Value ($000) $8,224 Shares 199,424 Est. Cost $33.30 Unrealized +9.5%
PFE PFIZER INC 2.1%
Value ($000) $8,166 Shares 291,837 Est. Cost $28.69 Unrealized -13.7%
CQP CHENIERE ENERGY PARTNERS LP 1.6%
Value ($000) $6,470 Shares 131,752 Est. Cost $46.14 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 1.6%
Value ($000) $6,257 Shares 150,657 Est. Cost $43.65 Unrealized -6.1%
MO ALTRIA GROUP INC 1.4%
Value ($000) $5,760 Shares 126,461 Est. Cost $36.18 Unrealized +8.1%
INFY INFOSYS LTD 0.9%
Value ($000) $3,412 Shares 183,243 Est. Cost $17.26 Unrealized
PBR PETROLEO BRASILEIRO SA PETRO 0.7%
Value ($000) $2,784 Shares 192,108 Est. Cost $10.85 Unrealized
INTC INTEL CORP 0.6%
Value ($000) $2,533 Shares 81,796 Est. Cost $34.41 Unrealized -5.5%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,486 Shares 25,038 Est. Cost $92.65 Unrealized +13.9%
HDB HDFC BANK LTD 0.6%
Value ($000) $2,394 Shares 37,208 Est. Cost $65.13 Unrealized
CVX CHEVRON CORP NEW 0.6%
Value ($000) $2,292 Shares 14,656 Est. Cost $84.20 Unrealized +76.2%
VIV TELEFONICA BRASIL SA 0.6%
Value ($000) $2,246 Shares 273,595 Est. Cost $7.97 Unrealized
SJNK SPDR SER TR 0.5%
Value ($000) $2,135 Shares 85,500 Est. Cost $25.14 Unrealized
VALE VALE S A 0.5%
Value ($000) $2,086 Shares 186,778 Est. Cost $17.81 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $1,917 Shares 13,117 Est. Cost $143.26 Unrealized -1.3%
ITUB ITAU UNIBANCO HLDG S A 0.5%
Value ($000) $1,902 Shares 325,768 Est. Cost $6.28 Unrealized
UGP ULTRAPAR PARTICIPACOES SA 0.4%
Value ($000) $1,726 Shares 441,527 Est. Cost $2.98 Unrealized
T AT&T INC 0.4%
Value ($000) $1,694 Shares 88,626 Est. Cost $15.30 Unrealized +5.6%
HD HOME DEPOT INC 0.4%
Value ($000) $1,686 Shares 4,898 Est. Cost $280.54 Unrealized +16.8%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,663 Shares 14,449 Est. Cost $33.18 Unrealized +231.8%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $1,583 Shares 9,153 Est. Cost $121.09 Unrealized +37.0%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,478 Shares 37,166 Est. Cost $29.92 Unrealized +23.1%
C CITIGROUP INC 0.4%
Value ($000) $1,439 Shares 22,677 Est. Cost $51.00 Unrealized +15.1%
EOG EOG RES INC 0.3%
Value ($000) $1,379 Shares 10,952 Est. Cost $114.76 Unrealized +6.4%
APD AIR PRODS & CHEMS INC 0.3%
Value ($000) $1,343 Shares 5,205 Est. Cost $244.89 Unrealized -1.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $1,342 Shares 11,731 Est. Cost $110.08 Unrealized +4.8%
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $1,306 Shares 12,888 Est. Cost $61.33 Unrealized +48.9%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,249 Shares 31,890 Est. Cost $38.59 Unrealized -3.8%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $1,226 Shares 8,956 Est. Cost $153.39 Unrealized -15.3%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,222 Shares 15,519 Est. Cost $93.73 Unrealized -16.7%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,208 Shares 17,064 Est. Cost $61.34 Unrealized +10.2%
IBN ICICI BANK LIMITED 0.3%
Value ($000) $1,205 Shares 41,816 Est. Cost $23.84 Unrealized
WIT WIPRO LTD 0.3%
Value ($000) $1,178 Shares 193,076 Est. Cost $4.76 Unrealized
RTX RTX CORPORATION 0.3%
Value ($000) $1,176 Shares 11,710 Est. Cost $85.96 Unrealized +16.5%
MS MORGAN STANLEY 0.3%
Value ($000) $1,154 Shares 11,873 Est. Cost $76.39 Unrealized +18.9%
BBD BANCO BRADESCO S A 0.3%
Value ($000) $1,128 Shares 503,398 Est. Cost $3.00 Unrealized
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $1,118 Shares 9,539 Est. Cost $67.45 Unrealized +58.3%
PEP PEPSICO INC 0.3%
Value ($000) $1,102 Shares 6,680 Est. Cost $140.10 Unrealized +15.9%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,098 Shares 16,009 Est. Cost $52.69 Unrealized +19.8%
KO COCA COLA CO 0.3%
Value ($000) $1,061 Shares 16,669 Est. Cost $46.00 Unrealized +28.0%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,049 Shares 5,391 Est. Cost $139.48 Unrealized +26.3%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,030 Shares 5,091 Est. Cost $110.22 Unrealized +71.6%
STT STATE STR CORP 0.3%
Value ($000) $1,020 Shares 13,778 Est. Cost $63.27 Unrealized +11.5%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $966 Shares 4,498 Est. Cost $213.69 Unrealized +4.9%
ABBV ABBVIE INC 0.2%
Value ($000) $964 Shares 5,622 Est. Cost $82.57 Unrealized +90.3%
MRK MERCK & CO INC 0.2%
Value ($000) $963 Shares 7,776 Est. Cost $74.23 Unrealized +64.0%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $954 Shares 2,043 Est. Cost $319.16 Unrealized +38.4%
CSCO CISCO SYS INC 0.2%
Value ($000) $925 Shares 19,461 Est. Cost $38.92 Unrealized +16.4%
GLW CORNING INC 0.2%
Value ($000) $885 Shares 22,776 Est. Cost $31.19 Unrealized +8.0%
NTRS NORTHERN TR CORP 0.2%
Value ($000) $878 Shares 10,457 Est. Cost $76.67 Unrealized +4.2%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $868 Shares 43,690 Est. Cost $11.91 Unrealized +48.8%
RDY DR REDDYS LABS LTD 0.2%
Value ($000) $855 Shares 11,219 Est. Cost $63.11 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $845 Shares 3,955 Est. Cost $174.58 Unrealized +5.3%
DOW DOW INC 0.2%
Value ($000) $840 Shares 15,838 Est. Cost $42.46 Unrealized +20.6%
MMM 3M CO 0.2%
Value ($000) $796 Shares 7,785 Est. Cost $112.63 Unrealized -16.3%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $793 Shares 12,113 Est. Cost $65.67 Unrealized -0.8%
UNP UNION PAC CORP 0.2%
Value ($000) $777 Shares 3,434 Est. Cost $200.62 Unrealized +12.4%
MCD MCDONALDS CORP 0.2%
Value ($000) $766 Shares 3,006 Est. Cost $261.99 Unrealized -2.7%
CIG CIA ENERGETICA DE MINAS GERA 0.2%
Value ($000) $753 Shares 427,653 Est. Cost $2.22 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $740 Shares 8,432 Est. Cost $74.08 Unrealized +11.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $675 Shares 3,475 Est. Cost $182.41 Unrealized -3.4%
PLD PROLOGIS INC. 0.2%
Value ($000) $662 Shares 5,894 Est. Cost $109.17 Unrealized -4.3%
SBUX STARBUCKS CORP 0.2%
Value ($000) $632 Shares 8,112 Est. Cost $87.59 Unrealized -10.9%
ETR ENTERGY CORP NEW 0.2%
Value ($000) $625 Shares 5,837 Est. Cost $44.83 Unrealized +14.5%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $623 Shares 3,779 Est. Cost $132.41 Unrealized +18.7%
BAX BAXTER INTL INC 0.2%
Value ($000) $616 Shares 18,409 Est. Cost $39.22 Unrealized -9.4%
USB US BANCORP DEL 0.2%
Value ($000) $608 Shares 15,327 Est. Cost $36.52 Unrealized +3.4%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $607 Shares 3,905 Est. Cost $129.90 Unrealized +12.9%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $597 Shares 5,956 Est. Cost $83.56 Unrealized +12.8%
BSBR BANCO SANTANDER BRASIL S A 0.1%
Value ($000) $595 Shares 120,528 Est. Cost $5.40 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $594 Shares 1,902 Est. Cost $196.80 Unrealized +41.9%
FE FIRSTENERGY CORP 0.1%
Value ($000) $590 Shares 15,418 Est. Cost $33.70 Unrealized +7.8%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $588 Shares 11,577 Est. Cost $54.56 Unrealized 0.0%
CNH CNH INDL N V 0.1%
Value ($000) $565 Shares 55,824 Est. Cost $11.19 Unrealized -2.6%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $547 Shares 25,837 Est. Cost $15.38 Unrealized +14.6%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $544 Shares 5,683 Est. Cost $63.35 Unrealized +37.0%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $540 Shares 16,754 Est. Cost $30.04 Unrealized +8.3%
SO SOUTHERN CO 0.1%
Value ($000) $527 Shares 6,800 Est. Cost $63.78 Unrealized +12.6%
F FORD MTR CO DEL 0.1%
Value ($000) $520 Shares 41,483 Est. Cost $10.73 Unrealized +3.7%
D DOMINION ENERGY INC 0.1%
Value ($000) $508 Shares 10,377 Est. Cost $52.37 Unrealized -10.0%
CMI CUMMINS INC 0.1%
Value ($000) $508 Shares 1,834 Est. Cost $218.04 Unrealized +26.6%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $503 Shares 4,358 Est. Cost $110.75 Unrealized -4.4%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $475 Shares 2,115 Est. Cost $180.85 Unrealized +15.7%
WHR WHIRLPOOL CORP 0.1%
Value ($000) $471 Shares 4,605 Est. Cost $141.48 Unrealized -31.1%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $465 Shares 6,999 Est. Cost $50.71 Unrealized +29.8%
CLX CLOROX CO DEL 0.1%
Value ($000) $463 Shares 3,391 Est. Cost $128.28 Unrealized +2.4%
TFC TRUIST FINL CORP 0.1%
Value ($000) $455 Shares 11,723 Est. Cost $38.17 Unrealized -8.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $447 Shares 9,474 Est. Cost $46.76 Unrealized -1.7%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $431 Shares 3,120 Est. Cost $114.31 Unrealized +9.6%
BKR BAKER HUGHES COMPANY 0.1%
Value ($000) $427 Shares 12,150 Est. Cost $29.55 Unrealized +7.1%
TGT TARGET CORP 0.1%
Value ($000) $417 Shares 2,815 Est. Cost $130.57 Unrealized +13.3%
UDR UDR INC 0.1%
Value ($000) $415 Shares 10,086 Est. Cost $34.80 Unrealized +3.8%
ALL ALLSTATE CORP 0.1%
Value ($000) $399 Shares 2,500 Est. Cost $161.46 Unrealized 0.0%
CTRA COTERRA ENERGY INC 0.1%
Value ($000) $399 Shares 14,956 Est. Cost $24.02 Unrealized +9.2%
SYY SYSCO CORP 0.1%
Value ($000) $396 Shares 5,551 Est. Cost $66.34 Unrealized +7.3%
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $386 Shares 10,331 Est. Cost $37.54 Unrealized -1.2%
SSRM SSR MINING IN 0.1%
Value ($000) $384 Shares 85,098 Est. Cost $15.06 Unrealized -65.9%
WEN WENDYS CO 0.1%
Value ($000) $384 Shares 22,614 Est. Cost $18.85 Unrealized -3.6%
SJM SMUCKER J M CO 0.1%
Value ($000) $370 Shares 3,397 Est. Cost $119.14 Unrealized -10.9%
PAYX PAYCHEX INC 0.1%
Value ($000) $364 Shares 3,072 Est. Cost $100.89 Unrealized +15.3%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $356 Shares 5,140 Est. Cost $55.58 Unrealized +9.2%
GPC GENUINE PARTS CO 0.1%
Value ($000) $350 Shares 2,532 Est. Cost $128.43 Unrealized +10.2%
XEL XCEL ENERGY INC 0.1%
Value ($000) $347 Shares 6,491 Est. Cost $55.18 Unrealized -6.9%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $338 Shares 5,584 Est. Cost $63.00 Unrealized -8.4%
KVUE KENVUE INC 0.1%
Value ($000) $328 Shares 18,064 Est. Cost $18.49 Unrealized -1.6%
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $326 Shares 1,135 Est. Cost $256.66 Unrealized +0.4%
ICL ICL GROUP LTD 0.1%
Value ($000) $324 Shares 75,731 Est. Cost $5.09 Unrealized -7.5%
PSX PHILLIPS 66 0.1%
Value ($000) $324 Shares 2,293 Est. Cost $51.60 Unrealized +170.6%
LNC LINCOLN NATL CORP IND 0.1%
Value ($000) $313 Shares 10,067 Est. Cost $22.50 Unrealized +22.5%
HSY HERSHEY CO 0.1%
Value ($000) $310 Shares 1,685 Est. Cost $182.96 Unrealized +0.5%
CPB CAMPBELL SOUP CO 0.1%
Value ($000) $276 Shares 6,098 Est. Cost $40.14 Unrealized +4.6%
AVT AVNET INC 0.1%
Value ($000) $268 Shares 5,204 Est. Cost $44.55 Unrealized +10.0%
OGE OGE ENERGY CORP 0.1%
Value ($000) $264 Shares 7,392 Est. Cost $35.04 Unrealized +0.2%
CCI CROWN CASTLE INC 0.1%
Value ($000) $256 Shares 2,618 Est. Cost $116.70 Unrealized -23.1%
DOX AMDOCS LTD 0.1%
Value ($000) $252 Shares 3,192 Est. Cost $78.83 Unrealized 0.0%
KELLANOVA 0.1%
Value ($000) $247 Shares 4,284 Est. Cost $56.68 Unrealized -0.9%
CAG CONAGRA BRANDS INC 0.1%
Value ($000) $247 Shares 8,690 Est. Cost $27.08 Unrealized +1.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $245 Shares 3,871 Est. Cost $64.57 Unrealized -0.2%
SWKS SKYWORKS SOLUTIONS INC 0.1%
Value ($000) $243 Shares 2,282 Est. Cost $98.13 Unrealized -5.4%
FMC FMC CORP 0.1%
Value ($000) $240 Shares 4,169 Est. Cost $53.30 Unrealized +3.4%
CME CME GROUP INC 0.1%
Value ($000) $239 Shares 1,217 Est. Cost $194.44 Unrealized +0.3%
EXC EXELON CORP 0.1%
Value ($000) $237 Shares 6,859 Est. Cost $33.22 Unrealized +4.6%
WEC WEC ENERGY GROUP INC 0.1%
Value ($000) $236 Shares 3,004 Est. Cost $75.25 Unrealized +2.1%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $234 Shares 2,980 Est. Cost $74.77 Unrealized +2.1%
OMC OMNICOM GROUP INC 0.1%
Value ($000) $209 Shares 2,335 Est. Cost $73.20 Unrealized +19.7%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $205 Shares 1,585 Est. Cost $117.79 Unrealized +3.4%
MSM MSC INDL DIRECT INC 0.1%
Value ($000) $199 Shares 2,514 Est. Cost $98.05 Unrealized -9.4%
SNA SNAP ON INC 0.0%
Value ($000) $193 Shares 739 Est. Cost $269.59 Unrealized -2.5%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $184 Shares 1,882 Est. Cost $77.28 Unrealized +19.9%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $178 Shares 6,104 Est. Cost $27.60 Unrealized +4.4%
CRI CARTERS INC 0.0%
Value ($000) $173 Shares 2,790 Est. Cost $73.26 Unrealized -12.5%
AMCOR PLC 0.0%
Value ($000) $156 Shares 15,939 Est. Cost $9.24 Unrealized -0.8%
DIN DINE BRANDS GLOBAL INC 0.0%
Value ($000) $138 Shares 3,818 Est. Cost $41.53 Unrealized -10.8%
DT CLOUD ACQUISITION CORP 0.0%
Value ($000) $81 Shares 7,728 Est. Cost $10.16 Unrealized
BKHAU BLACK HAWK ACQUISITION CORP 0.0%
Value ($000) $78 Shares 7,555 Est. Cost $10.15 Unrealized
ENDEAVOR GROUP HLDGS INC 0.0%
Value ($000) $75 Shares 2,781 Est. Cost $27.03 Unrealized
CAMBRIDGE BANCORP 0.0%
Value ($000) $75 Shares 1,080 Est. Cost $69.26 Unrealized
PERFICIENT INC 0.0%
Value ($000) $74 Shares 993 Est. Cost $74.79 Unrealized
NATIONAL WESTN LIFE GROUP IN 0.0%
Value ($000) $74 Shares 149 Est. Cost $485.54 Unrealized
EVERBRIDGE INC 0.0%
Value ($000) $72 Shares 2,071 Est. Cost $34.89 Unrealized
AXONICS INC 0.0%
Value ($000) $72 Shares 1,074 Est. Cost $68.97 Unrealized
CEREVEL THERAPEUTICS HLDNG I 0.0%
Value ($000) $70 Shares 1,723 Est. Cost $41.96 Unrealized
CALIFORNIA BANCORP INC 0.0%
Value ($000) $69 Shares 3,210 Est. Cost $21.94 Unrealized
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $68 Shares 5,245 Est. Cost $12.70 Unrealized
LEGT/U LEGATO MERGER CORP III 0.0%
Value ($000) $60 Shares 5,942 Est. Cost $10.13 Unrealized
CATALENT INC 0.0%
Value ($000) $55 Shares 972 Est. Cost $56.38 Unrealized
IRON HORSE ACQUISITIONS CORP 0.0%
Value ($000) $44 Shares 4,320 Est. Cost $10.19 Unrealized
TERRITORIAL BANCORP INC 0.0%
Value ($000) $37 Shares 4,558 Est. Cost $8.10 Unrealized
NUVEI CORPORATION 0.0%
Value ($000) $36 Shares 1,125 Est. Cost $32.38 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $36 Shares 991 Est. Cost $36.46 Unrealized
HAWAIIAN HOLDINGS INC 0.0%
Value ($000) $34 Shares 2,712 Est. Cost $13.33 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $32 Shares 574 Est. Cost $56.54 Unrealized
BIL SPDR SER TR 0.0%
Value ($000) $31 Shares 337 Est. Cost $91.53 Unrealized
HOLLYSYS AUTOMATION TCHNGY L 0.0%
Value ($000) $29 Shares 1,342 Est. Cost $25.97 Unrealized
CNDA CONCORD ACQUISITION CORP II 0.0%
Value ($000) $25 Shares 2,334 Est. Cost $10.35 Unrealized +2.1%
GOOG ALPHABET INC 0.0%
Value ($000) $20 Shares 110 Est. Cost $106.07 Unrealized +59.2%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $17 Shares 2,595 Est. Cost $7.58 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $17 Shares 39 Est. Cost $208.24 Unrealized +100.4%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $17 Shares 140 Est. Cost $92.16 Unrealized +9.6%
AAPL APPLE INC 0.0%
Value ($000) $17 Shares 81 Est. Cost $117.01 Unrealized +58.2%
AMZN AMAZON COM INC 0.0%
Value ($000) $17 Shares 88 Est. Cost $118.99 Unrealized +54.4%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $11 Shares 13 Est. Cost $384.74 Unrealized +101.1%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $9 Shares 18 Est. Cost $343.93 Unrealized +37.6%
NABORS ENERGY TRANSITION COR 0.0%
Value ($000) $9 Shares 820 Est. Cost $10.48 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $8 Shares 18 Est. Cost $327.37 Unrealized +38.0%
V VISA INC 0.0%
Value ($000) $7 Shares 28 Est. Cost $198.63 Unrealized +36.4%
ORCL ORACLE CORP 0.0%
Value ($000) $6 Shares 44 Est. Cost $60.59 Unrealized +101.9%
QETAU QUETTA ACQUISITION CORP 0.0%
Value ($000) $6 Shares 570 Est. Cost $10.21 Unrealized
WMT WALMART INC 0.0%
Value ($000) $6 Shares 87 Est. Cost $52.44 Unrealized +18.2%
ADBE ADOBE INC 0.0%
Value ($000) $5 Shares 9 Est. Cost $484.90 Unrealized -0.1%
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 +2.3%
FORLU FOUR LEAF ACQUISITION CORP 0.0%
Value ($000) $5 Shares 427 Est. Cost $10.25 Unrealized
KVACU KEEN VISION ACQUISITION CORP 0.0%
Value ($000) $5 Shares 442 Est. Cost $10.36 Unrealized
HENNESSY CAPITAL INVST CORP 0.0%
Value ($000) $5 Shares 440 Est. Cost $10.43 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $5 Shares 5 Est. Cost $141.36 Unrealized +459.5%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $303.01 Unrealized +31.4%
LIN LINDE PLC 0.0%
Value ($000) $4 Shares 10 Est. Cost $322.30 Unrealized +33.6%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $4 Shares 14 Est. Cost $204.28 Unrealized +39.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $4 Shares 13 Est. Cost $223.05 Unrealized +34.2%
ELV ELEVANCE HEALTH INC 0.0%
Value ($000) $4 Shares 7 Est. Cost $440.93 Unrealized +16.5%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $105.23 Unrealized +90.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $4 Shares 38 Est. Cost $100.17 Unrealized -11.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $3 Shares 14 Est. Cost $221.87 Unrealized +6.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $3 Shares 3 Est. Cost $704.77 Unrealized +36.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $3 Shares 32 Est. Cost $69.96 Unrealized +27.3%
AZO AUTOZONE INC 0.0%
Value ($000) $3 Shares 1 Est. Cost $1158.08 Unrealized +152.8%
FAST FASTENAL CO 0.0%
Value ($000) $3 Shares 47 Est. Cost $22.58 Unrealized +44.5%
AFL AFLAC INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $54.26 Unrealized +53.1%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $369.42 Unrealized +17.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $3 Shares 41 Est. Cost $67.40 Unrealized -2.0%
INTU INTUIT 0.0%
Value ($000) $3 Shares 4 Est. Cost $388.88 Unrealized +58.0%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.03 Unrealized +25.1%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $386.37 Unrealized +84.3%
ARISTA NETWORKS INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $311.22 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $2 Shares 48 Est. Cost $46.65 Unrealized +13.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $213.23 Unrealized +11.1%
CVS CVS HEALTH CORP 0.0%
Value ($000) $2 Shares 40 Est. Cost $57.27 Unrealized +2.2%
NKE NIKE INC 0.0%
Value ($000) $2 Shares 30 Est. Cost $121.78 Unrealized -26.3%
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 7 Est. Cost $103.87 Unrealized +205.5%
EMR EMERSON ELEC CO 0.0%
Value ($000) $2 Shares 19 Est. Cost $88.04 Unrealized +22.1%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.81 Unrealized +60.2%
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $163.36 Unrealized 0.0%
VEEV VEEVA SYS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $248.54 Unrealized -20.1%
CPRT COPART INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $37.00 Unrealized +47.6%
HEI HEICO CORP NEW 0.0%
Value ($000) $2 Shares 7 Est. Cost $127.40 Unrealized +65.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2 Shares 6 Est. Cost $133.94 Unrealized +82.5%
RMD RESMED INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $190.91 Unrealized +4.8%
IDXX IDEXX LABS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $388.17 Unrealized +29.3%
WAT WATERS CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $283.39 Unrealized +12.6%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +24.7%
EXPD EXPEDITORS INTL WASH INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.56 Unrealized +28.7%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.84 Unrealized +35.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.19 Unrealized +34.7%
WST WEST PHARMACEUTICAL SVSC INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $266.57 Unrealized +32.0%
DHI D R HORTON INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $144.49 Unrealized 0.0%
MANH MANHATTAN ASSOCIATES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $108.23 Unrealized +109.5%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $196.74 Unrealized +8.5%
FFIV F5 INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $146.13 Unrealized +19.7%
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $149.75 Unrealized +8.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $121.19 Unrealized +71.3%
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $477.90 Unrealized +19.0%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $1 Shares 4 Est. Cost $134.18 Unrealized +98.4%
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +56.9%
AYI ACUITY BRANDS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.88 Unrealized +80.7%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $229.84 Unrealized +98.9%
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.78 Unrealized -28.4%
GGG GRACO INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $63.22 Unrealized +29.3%
DCI DONALDSON INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $51.49 Unrealized +38.4%
GNTX GENTEX CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $28.53 Unrealized +21.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.52 Unrealized +9.1%
COCHW ENVOY MEDICAL INC 0.0%
Value ($000) $0 Shares 4,599 Est. Cost $0.02 Unrealized
NBSTW NEWBURY STREET ACQUISITN COR 0.0%
Value ($000) $0 Shares 3,250 Est. Cost $0.04 Unrealized
JWSWF JAWS MUSTANG ACQUISITION COR 0.0%
Value ($000) $0 Shares 1,772 Est. Cost $0.22 Unrealized
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $0 Shares 11 Est. Cost $21.53 Unrealized -33.4%
CNDAW CONCORD ACQUISITION CORP II 0.0%
Value ($000) $0 Shares 778 Est. Cost $0.13 Unrealized
ESHAR ESH ACQUISITION CORP 0.0%
Value ($000) $0 Shares 470 Est. Cost $0.11 Unrealized
OCA ACQUISITION CORP 0.0%
Value ($000) $0 Shares 439 Est. Cost $0.07 Unrealized
OPTXW SYNTEC OPTICS HLDGS INC 0.0%
Value ($000) $0 Shares 213 Est. Cost $0.11 Unrealized
CORNER GROWTH ACQUISITION CO 0.0%
Value ($000) $0 Shares 164 Est. Cost $0.13 Unrealized
HENNESSY CAPITAL INVST CORP 0.0%
Value ($000) $0 Shares 146 Est. Cost $0.10 Unrealized
SILVERBOX CORP III 0.0%
Value ($000) $0 Shares 157 Est. Cost $0.08 Unrealized
MDAIW SPECTRAL AI INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.13 Unrealized
ALUR/WS ALLURION TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.45 Unrealized
RMGWF RMG ACQUISITION CORP III 0.0%
Value ($000) $0 Shares 799 Est. Cost $0.11 Unrealized
BNAIW BRAND ENGAGEMENT NETWORK INC 0.0%
Value ($000) $0 Shares 145 Est. Cost $0.12 Unrealized
HGASW GLOBAL GAS CORP DEL 0.0%
Value ($000) $0 Shares 221 Est. Cost $0.03 Unrealized