Columbia Asset Management Diversified Active

CIK: 0001585047 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 10, 2025

Total Value ($000): $511,211 (99.5% shares, 0.5% debt)

Holdings (232)

AAPL APPLE INC 9.3%
Value ($000) $47,379 Shares 213,292 Est. Cost $80.50 Unrealized +186.7%
MSFT MICROSOFT CORP 6.9%
Value ($000) $35,113 Shares 93,538 Est. Cost $51.37 Unrealized +688.5%
ERIE ERIE INDTY CO 6.0%
Value ($000) $30,713 Shares 73,291 Est. Cost $184.69 Unrealized +118.3%
V VISA INC 3.7%
Value ($000) $19,073 Shares 54,423 Est. Cost $92.96 Unrealized +261.8%
AMZN AMAZON COM INC 3.2%
Value ($000) $16,467 Shares 86,549 Est. Cost $120.87 Unrealized +79.5%
GOOGL ALPHABET INC 2.4%
Value ($000) $12,427 Shares 80,361 Est. Cost $109.59 Unrealized +64.9%
MRK MERCK & CO INC 2.2%
Value ($000) $11,009 Shares 122,648 Est. Cost $33.81 Unrealized +166.5%
AVGO BROADCOM INC 1.9%
Value ($000) $9,741 Shares 58,178 Est. Cost $144.13 Unrealized +45.6%
IBM INTERNATIONAL BUSINESS MACHS 1.8%
Value ($000) $9,114 Shares 36,654 Est. Cost $102.96 Unrealized +132.5%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $9,027 Shares 54,430 Est. Cost $81.94 Unrealized +86.0%
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $8,719 Shares 35,545 Est. Cost $228.03 Unrealized +10.0%
SBUX STARBUCKS CORP 1.7%
Value ($000) $8,566 Shares 87,327 Est. Cost $48.23 Unrealized +109.4%
SPY SPDR S&P 500 ETF TR 1.6%
Value ($000) $8,056 Shares 14,401 Est. Cost $412.14 Unrealized
ABBV ABBVIE INC 1.5%
Value ($000) $7,826 Shares 37,352 Est. Cost $59.78 Unrealized +216.8%
PG PROCTER AND GAMBLE CO 1.4%
Value ($000) $7,226 Shares 42,402 Est. Cost $69.51 Unrealized +135.9%
AMGN AMGEN INC 1.3%
Value ($000) $6,698 Shares 21,499 Est. Cost $136.70 Unrealized +110.1%
CSCO CISCO SYS INC 1.3%
Value ($000) $6,583 Shares 106,676 Est. Cost $21.77 Unrealized +176.0%
LLY ELI LILLY & CO 1.2%
Value ($000) $6,383 Shares 7,729 Est. Cost $276.55 Unrealized +198.9%
VZ VERIZON COMMUNICATIONS INC 1.2%
Value ($000) $6,138 Shares 135,323 Est. Cost $32.51 Unrealized +21.8%
GOOG ALPHABET INC 1.2%
Value ($000) $5,906 Shares 37,805 Est. Cost $111.20 Unrealized +64.1%
ADBE ADOBE INC 1.1%
Value ($000) $5,842 Shares 15,232 Est. Cost $179.13 Unrealized +139.4%
SYK STRYKER CORPORATION 1.1%
Value ($000) $5,835 Shares 15,674 Est. Cost $115.43 Unrealized +226.7%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $5,630 Shares 33,653 Est. Cost $82.96 Unrealized +81.4%
KO COCA COLA CO 1.1%
Value ($000) $5,415 Shares 75,609 Est. Cost $31.56 Unrealized +105.9%
NKE NIKE INC 1.1%
Value ($000) $5,388 Shares 84,875 Est. Cost $53.57 Unrealized +34.5%
UNP UNION PAC CORP 1.0%
Value ($000) $5,340 Shares 22,606 Est. Cost $86.03 Unrealized +173.8%
DE DEERE & CO 1.0%
Value ($000) $5,327 Shares 11,351 Est. Cost $413.99 Unrealized +11.5%
CAT CATERPILLAR INC 1.0%
Value ($000) $5,269 Shares 15,976 Est. Cost $82.31 Unrealized +327.6%
HD HOME DEPOT INC 1.0%
Value ($000) $5,253 Shares 14,333 Est. Cost $90.04 Unrealized +322.8%
MCD MCDONALDS CORP 1.0%
Value ($000) $5,182 Shares 16,590 Est. Cost $77.23 Unrealized +279.3%
MDT MEDTRONIC PLC 1.0%
Value ($000) $5,040 Shares 56,091 Est. Cost $84.00 Unrealized +4.1%
UPS UNITED PARCEL SERVICE INC 0.9%
Value ($000) $4,842 Shares 44,020 Est. Cost $116.91 Unrealized -3.6%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $4,428 Shares 4,682 Est. Cost $359.46 Unrealized +170.0%
PFE PFIZER INC 0.8%
Value ($000) $4,313 Shares 170,211 Est. Cost $25.71 Unrealized -3.9%
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $4,080 Shares 21,031 Est. Cost $126.90 Unrealized
DIS DISNEY WALT CO 0.8%
Value ($000) $3,902 Shares 39,531 Est. Cost $80.91 Unrealized +31.4%
BP BP PLC 0.8%
Value ($000) $3,880 Shares 114,824 Est. Cost $22.48 Unrealized
TGT TARGET CORP 0.7%
Value ($000) $3,827 Shares 36,667 Est. Cost $91.40 Unrealized +31.5%
PEP PEPSICO INC 0.7%
Value ($000) $3,587 Shares 23,925 Est. Cost $71.06 Unrealized +101.9%
T AT&T INC 0.7%
Value ($000) $3,426 Shares 121,142 Est. Cost $14.73 Unrealized +65.3%
MMM 3M CO 0.7%
Value ($000) $3,424 Shares 23,312 Est. Cost $97.76 Unrealized +47.9%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $3,395 Shares 31,328 Est. Cost $97.31 Unrealized +30.2%
NFLX NETFLIX INC 0.7%
Value ($000) $3,326 Shares 3,567 Est. Cost $46.47 Unrealized +104.7%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $3,203 Shares 11,907 Est. Cost $76.81 Unrealized +280.8%
SHEL SHELL PLC 0.6%
Value ($000) $2,961 Shares 40,412 Est. Cost $43.38 Unrealized
VB VANGUARD INDEX FDS 0.6%
Value ($000) $2,878 Shares 12,976 Est. Cost $108.03 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,812 Shares 13,281 Est. Cost $88.94 Unrealized +123.1%
DECK DECKERS OUTDOOR CORP 0.5%
Value ($000) $2,797 Shares 25,019 Est. Cost $132.71 Unrealized +21.7%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $2,760 Shares 23,208 Est. Cost $112.36 Unrealized -4.6%
SONY SONY GROUP CORP 0.5%
Value ($000) $2,699 Shares 106,298 Est. Cost $25.59 Unrealized
QCOM QUALCOMM INC 0.5%
Value ($000) $2,621 Shares 17,060 Est. Cost $86.59 Unrealized +84.4%
BSV VANGUARD BD INDEX FDS 0.5%
Value ($000) $2,612 Shares 33,365 Est. Cost $77.27 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,341 Shares 6,313 Est. Cost $109.52 Unrealized
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $2,208 Shares 8,904 Est. Cost $100.97 Unrealized +148.3%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $2,161 Shares 9,335 Est. Cost $63.43 Unrealized +244.3%
VO VANGUARD INDEX FDS 0.4%
Value ($000) $2,161 Shares 8,356 Est. Cost $141.50 Unrealized
C CITIGROUP INC 0.4%
Value ($000) $2,111 Shares 29,735 Est. Cost $44.45 Unrealized +67.7%
ORCL ORACLE CORP 0.4%
Value ($000) $2,111 Shares 15,096 Est. Cost $109.20 Unrealized +48.0%
SCHW SCHWAB CHARLES CORP 0.4%
Value ($000) $2,032 Shares 25,958 Est. Cost $63.42 Unrealized +22.5%
GLW CORNING INC 0.4%
Value ($000) $1,878 Shares 41,031 Est. Cost $33.29 Unrealized +45.9%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,788 Shares 1,800,000 Est. Cost $76.81 Unrealized +280.8%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $1,781 Shares 28,681 Est. Cost $51.87 Unrealized
ASML ASML HOLDING N V 0.3%
Value ($000) $1,742 Shares 2,629 Est. Cost $297.10 Unrealized
DTE DTE ENERGY CO 0.3%
Value ($000) $1,600 Shares 11,575 Est. Cost $80.58 Unrealized +53.4%
GE GE AEROSPACE 0.3%
Value ($000) $1,534 Shares 7,663 Est. Cost $177.15 Unrealized +10.5%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,519 Shares 6,981 Est. Cost $176.72 Unrealized +7.2%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $1,501 Shares 5,303 Est. Cost $109.84 Unrealized +234.0%
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $1,495 Shares 4,994 Est. Cost $262.27 Unrealized +9.7%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $1,448 Shares 11,870 Est. Cost $59.48 Unrealized +85.9%
GIS GENERAL MLS INC 0.3%
Value ($000) $1,390 Shares 23,245 Est. Cost $45.25 Unrealized +28.1%
USB US BANCORP DEL 0.3%
Value ($000) $1,383 Shares 32,768 Est. Cost $28.70 Unrealized +54.0%
BK BANK NEW YORK MELLON CORP 0.3%
Value ($000) $1,371 Shares 16,352 Est. Cost $38.75 Unrealized +113.1%
TROW PRICE T ROWE GROUP INC 0.3%
Value ($000) $1,331 Shares 14,484 Est. Cost $101.08 Unrealized -0.5%
ABBV ABBVIE INC 0.2%
Value ($000) $1,166 Shares 1,184,000 Est. Cost $59.78 Unrealized +216.8%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,134 Shares 9,307 Est. Cost $103.41 Unrealized +16.1%
CLX CLOROX CO DEL 0.2%
Value ($000) $1,132 Shares 7,685 Est. Cost $108.63 Unrealized +36.2%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,119 Shares 3,884 Est. Cost $288.14 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $1,103 Shares 1,115,000 Est. Cost $144.13 Unrealized +45.6%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $1,082 Shares 755 Est. Cost $39.54 Unrealized +120.0%
BLK BLACKROCK INC 0.2%
Value ($000) $1,076 Shares 1,137 Est. Cost $961.85 Unrealized 0.0%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $1,067 Shares 6,350 Est. Cost $100.29 Unrealized +80.3%
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $1,059 Shares 1,938 Est. Cost $237.97 Unrealized +148.2%
CB CHUBB LIMITED 0.2%
Value ($000) $1,058 Shares 3,502 Est. Cost $151.01 Unrealized +82.9%
SO SOUTHERN CO 0.2%
Value ($000) $1,052 Shares 11,439 Est. Cost $31.78 Unrealized +164.8%
EMR EMERSON ELEC CO 0.2%
Value ($000) $1,045 Shares 9,535 Est. Cost $44.16 Unrealized +169.0%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $1,038 Shares 9,499 Est. Cost $42.62 Unrealized +130.9%
UNILEVER PLC 0.2%
Value ($000) $1,032 Shares 17,335 Est. Cost $0.05 Unrealized
IEFA ISHARES TR 0.2%
Value ($000) $1,020 Shares 13,478 Est. Cost $46.27 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $1,016 Shares 20,229 Est. Cost $56.70 Unrealized -4.1%
ORCL ORACLE CORP 0.2%
Value ($000) $984 Shares 990,000 Est. Cost $109.20 Unrealized +48.0%
GIS GENERAL MLS INC 0.2%
Value ($000) $974 Shares 969,000 Est. Cost $45.25 Unrealized +28.1%
INTC INTEL CORP 0.2%
Value ($000) $947 Shares 41,688 Est. Cost $23.15 Unrealized -5.5%
TOL TOLL BROTHERS INC 0.2%
Value ($000) $928 Shares 931,000 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $928 Shares 13,674 Est. Cost $27.57 Unrealized +116.7%
IWR ISHARES TR 0.2%
Value ($000) $925 Shares 10,872 Est. Cost $82.36 Unrealized
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $924 Shares 929,000 Est. Cost $88.04 Unrealized -8.2%
KHC KRAFT HEINZ CO 0.2%
Value ($000) $924 Shares 30,371 Est. Cost $30.66 Unrealized -7.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $881 Shares 5,550 Est. Cost $54.53 Unrealized +151.2%
MCD MCDONALDS CORP 0.2%
Value ($000) $861 Shares 865,000 Est. Cost $77.23 Unrealized +279.3%
BAC BANK AMERICA CORP 0.2%
Value ($000) $849 Shares 20,341 Est. Cost $15.54 Unrealized +180.8%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $818 Shares 3,000 Est. Cost $199.82 Unrealized +28.0%
CLX CLOROX CO DEL 0.2%
Value ($000) $809 Shares 820,000 Est. Cost $108.63 Unrealized +36.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $802 Shares 13,370 Est. Cost $23.17 Unrealized +120.2%
GNRC GENERAC HLDGS INC 0.2%
Value ($000) $795 Shares 6,274 Est. Cost $172.73 Unrealized -16.9%
BATRK ATLANTA BRAVES HLDGS INC 0.2%
Value ($000) $791 Shares 19,775 Est. Cost $39.01 Unrealized 0.0%
WMT WALMART INC 0.2%
Value ($000) $787 Shares 8,960 Est. Cost $52.30 Unrealized +77.7%
SEE SEALED AIR CORP NEW 0.2%
Value ($000) $786 Shares 27,208 Est. Cost $32.31 Unrealized -0.9%
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $779 Shares 13,634 Est. Cost $0.06 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $734 Shares 11,576 Est. Cost $18.76 Unrealized +250.7%
QQQM INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $729 Shares 3,776 Est. Cost $0.19 Unrealized
JPM JPMORGAN CHASE & CO. 0.1%
Value ($000) $726 Shares 731,000 Est. Cost $228.03 Unrealized +10.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $720 Shares 2,063 Est. Cost $228.33 Unrealized +52.5%
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $688 Shares 705,000 Est. Cost $228.33 Unrealized +52.5%
ABT ABBOTT LABS 0.1%
Value ($000) $685 Shares 5,166 Est. Cost $57.86 Unrealized +116.9%
CI THE CIGNA GROUP 0.1%
Value ($000) $684 Shares 2,079 Est. Cost $167.01 Unrealized +77.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $651 Shares 14,382 Est. Cost $45.26 Unrealized
DOW DOW INC 0.1%
Value ($000) $630 Shares 18,048 Est. Cost $39.75 Unrealized -9.5%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $624 Shares 8,485 Est. Cost $34.06 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $581 Shares 590,000 Est. Cost $59.48 Unrealized +85.9%
MMM 3M CO 0.1%
Value ($000) $566 Shares 590,000 Est. Cost $97.76 Unrealized +47.9%
GPC GENUINE PARTS CO 0.1%
Value ($000) $563 Shares 4,725 Est. Cost $63.64 Unrealized +83.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $550 Shares 6,392 Est. Cost $45.77 Unrealized +103.5%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $546 Shares 1,786 Est. Cost $66.97 Unrealized +341.1%
RACE FERRARI N V 0.1%
Value ($000) $546 Shares 1,275 Est. Cost $103.10 Unrealized +336.1%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $526 Shares 1,785 Est. Cost $236.51 Unrealized +27.0%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $515 Shares 521,000 Est. Cost $237.97 Unrealized +148.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.1%
Value ($000) $513 Shares 3,098 Est. Cost $107.64 Unrealized +67.8%
DTE DTE ENERGY CO 0.1%
Value ($000) $512 Shares 515,000 Est. Cost $80.58 Unrealized +53.4%
CVS CVS HEALTH CORP 0.1%
Value ($000) $491 Shares 509,000 Est. Cost $54.31 Unrealized +6.8%
TSLA TESLA INC 0.1%
Value ($000) $481 Shares 1,855 Est. Cost $197.50 Unrealized +68.7%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $477 Shares 12,939 Est. Cost $35.82 Unrealized -2.2%
ETN EATON CORP PLC 0.1%
Value ($000) $477 Shares 1,755 Est. Cost $134.75 Unrealized +129.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $466 Shares 4,970 Est. Cost $52.53 Unrealized +67.2%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $458 Shares 8,838 Est. Cost $0.06 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $447 Shares 6,598 Est. Cost $54.31 Unrealized +6.8%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value ($000) $443 Shares 375 Est. Cost $424.71 Unrealized +200.7%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $433 Shares 4,980 Est. Cost $81.29 Unrealized +17.8%
HSY HERSHEY CO 0.1%
Value ($000) $432 Shares 2,524 Est. Cost $74.85 Unrealized +112.8%
IVV ISHARES TR 0.1%
Value ($000) $430 Shares 766 Est. Cost $379.88 Unrealized
BAX BAXTER INTL INC 0.1%
Value ($000) $425 Shares 12,410 Est. Cost $35.72 Unrealized -9.9%
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $424 Shares 455,000 Est. Cost $63.42 Unrealized +22.5%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $421 Shares 2,960 Est. Cost $71.71 Unrealized +81.0%
KR KROGER CO 0.1%
Value ($000) $410 Shares 416,000 Est. Cost $52.04 Unrealized +19.7%
CMA COMERICA INC 0.1%
Value ($000) $409 Shares 6,921 Est. Cost $59.70 Unrealized +1.1%
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $408 Shares 794 Est. Cost $0.09 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $408 Shares 6,690 Est. Cost $37.95 Unrealized +46.2%
DEO DIAGEO PLC 0.1%
Value ($000) $390 Shares 3,723 Est. Cost $131.11 Unrealized
RIO RIO TINTO PLC 0.1%
Value ($000) $388 Shares 6,464 Est. Cost $51.33 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $380 Shares 385,000 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $375 Shares 378,000 Est. Cost $27.57 Unrealized +116.7%
INTU INTUIT 0.1%
Value ($000) $370 Shares 602 Est. Cost $340.30 Unrealized +75.6%
META META PLATFORMS INC 0.1%
Value ($000) $365 Shares 634 Est. Cost $484.73 Unrealized +32.7%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value ($000) $360 Shares 7,433 Est. Cost $45.09 Unrealized +20.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $346 Shares 3,085 Est. Cost $54.94 Unrealized +83.0%
LRCX LAM RESEARCH CORP 0.1%
Value ($000) $345 Shares 4,750 Est. Cost $78.11 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $345 Shares 5,280 Est. Cost $61.26 Unrealized +26.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $337 Shares 346,000 Est. Cost $48.23 Unrealized +109.4%
BA BOEING CO 0.1%
Value ($000) $335 Shares 1,962 Est. Cost $162.57 Unrealized +6.5%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $331 Shares 3,900 Est. Cost $89.80 Unrealized +3.4%
FDX FEDEX CORP 0.1%
Value ($000) $324 Shares 1,327 Est. Cost $157.61 Unrealized +60.9%
YETI YETI HLDGS INC 0.1%
Value ($000) $317 Shares 9,580 Est. Cost $50.95 Unrealized -28.9%
HD HOME DEPOT INC 0.1%
Value ($000) $305 Shares 302,000 Est. Cost $90.04 Unrealized +322.8%
KR KROGER CO 0.1%
Value ($000) $301 Shares 4,440 Est. Cost $52.04 Unrealized +19.7%
WPC WP CAREY INC 0.1%
Value ($000) $298 Shares 4,725 Est. Cost $71.60 Unrealized
MAS MASCO CORP 0.1%
Value ($000) $296 Shares 4,250 Est. Cost $15.53 Unrealized +373.7%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $295 Shares 300,000 Est. Cost $30.66 Unrealized -7.6%
NEM NEWMONT CORP 0.1%
Value ($000) $283 Shares 5,869 Est. Cost $43.26 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $283 Shares 2,558 Est. Cost $38.95 Unrealized +144.5%
GEV GE VERNOVA INC 0.1%
Value ($000) $282 Shares 924 Est. Cost $165.42 Unrealized +110.5%
AAPL APPLE INC 0.1%
Value ($000) $278 Shares 285,000 Est. Cost $80.50 Unrealized +186.7%
SJM SMUCKER J M CO 0.1%
Value ($000) $267 Shares 2,257 Est. Cost $109.46 Unrealized -4.7%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $262 Shares 1,408 Est. Cost $143.36 Unrealized
UBS UBS GROUP AG 0.1%
Value ($000) $262 Shares 8,552 Est. Cost $29.74 Unrealized +12.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $261 Shares 499 Est. Cost $340.35 Unrealized +46.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $260 Shares 262,000 Est. Cost $86.59 Unrealized +84.4%
WAT WATERS CORP 0.1%
Value ($000) $260 Shares 705 Est. Cost $276.19 Unrealized +40.2%
GSK GSK PLC 0.0%
Value ($000) $248 Shares 6,411 Est. Cost $33.82 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $245 Shares 21,897 Est. Cost $37.02 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.0%
Value ($000) $241 Shares 125 Est. Cost $1889.39 Unrealized -0.4%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $239 Shares 22,318 Est. Cost $8.01 Unrealized +30.5%
VHT VANGUARD WORLD FD 0.0%
Value ($000) $238 Shares 900 Est. Cost $228.73 Unrealized
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $233 Shares 8,695 Est. Cost $22.52 Unrealized 0.0%
PSX PHILLIPS 66 0.0%
Value ($000) $232 Shares 1,878 Est. Cost $103.33 Unrealized +15.4%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $231 Shares 1,995 Est. Cost $117.37 Unrealized
BA BOEING CO 0.0%
Value ($000) $229 Shares 232,000 Est. Cost $162.57 Unrealized +6.5%
DDOG DATADOG INC 0.0%
Value ($000) $222 Shares 2,240 Est. Cost $42.46 Unrealized +197.2%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $220 Shares 2,030 Est. Cost $94.57 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $217 Shares 1,000 Est. Cost $192.45 Unrealized +10.6%
BX BLACKSTONE INC 0.0%
Value ($000) $214 Shares 1,531 Est. Cost $133.67 Unrealized +18.3%
HPQ HP INC 0.0%
Value ($000) $212 Shares 215,000 Est. Cost $29.71 Unrealized +2.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $210 Shares 1,450 Est. Cost $130.68 Unrealized +2.9%
MO ALTRIA GROUP INC 0.0%
Value ($000) $209 Shares 203,000 Est. Cost $23.17 Unrealized +120.2%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $208 Shares 380 Est. Cost $452.49 Unrealized +19.8%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $207 Shares 9,180 Est. Cost $23.55 Unrealized 0.0%
F FORD MTR CO 0.0%
Value ($000) $206 Shares 20,558 Est. Cost $9.87 Unrealized -6.4%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $206 Shares 2,441 Est. Cost $58.25 Unrealized +50.8%
CTVA CORTEVA INC 0.0%
Value ($000) $205 Shares 3,256 Est. Cost $61.25 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $201 Shares 7,041 Est. Cost $24.88 Unrealized +7.3%
LOW LOWES COS INC 0.0%
Value ($000) $198 Shares 200,000 Est. Cost $188.96 Unrealized +28.1%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $170 Shares 948 Est. Cost $158.87 Unrealized +14.7%
LOW LOWES COS INC 0.0%
Value ($000) $170 Shares 727 Est. Cost $188.96 Unrealized +28.1%
HPQ HP INC 0.0%
Value ($000) $168 Shares 6,050 Est. Cost $29.71 Unrealized +2.2%
T AT&T INC 0.0%
Value ($000) $160 Shares 162,000 Est. Cost $14.73 Unrealized +65.3%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $150 Shares 1,945 Est. Cost $88.04 Unrealized -8.2%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $132 Shares 135,000 Est. Cost $32.51 Unrealized +21.8%
FDX FEDEX CORP 0.0%
Value ($000) $132 Shares 135,000 Est. Cost $157.61 Unrealized +60.9%
TMUS T-MOBILE US INC 0.0%
Value ($000) $109 Shares 110,000 Est. Cost $223.42 Unrealized +8.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $103 Shares 100,010 Est. Cost $80.91 Unrealized +31.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $98 Shares 220 Est. Cost $527.20 Unrealized -15.0%
WDC WESTERN DIGITAL CORP 0.0%
Value ($000) $95 Shares 95,000 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value ($000) $95 Shares 95,000 Est. Cost $44.45 Unrealized +67.7%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $91 Shares 90,000 Est. Cost $37.95 Unrealized +46.2%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $86 Shares 85,000 Est. Cost Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $67 Shares 67,000 Est. Cost $71.06 Unrealized +101.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $61 Shares 60,000 Est. Cost $158.87 Unrealized +14.7%
DISCOVER FINL SVCS 0.0%
Value ($000) $55 Shares 55,000 Est. Cost Unrealized
HAS HASBRO INC 0.0%
Value ($000) $54 Shares 55,000 Est. Cost $62.34 Unrealized -6.3%
CSCO CISCO SYS INC 0.0%
Value ($000) $51 Shares 50,000 Est. Cost $21.77 Unrealized +176.0%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $49 Shares 50,000 Est. Cost $81.94 Unrealized +86.0%
WELL WELLTOWER INC 0.0%
Value ($000) $39 Shares 40,000 Est. Cost Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $39 Shares 40,000 Est. Cost $120.87 Unrealized +79.5%
HAS HASBRO INC 0.0%
Value ($000) $36 Shares 585 Est. Cost $62.34 Unrealized -6.3%
TMUS T-MOBILE US INC 0.0%
Value ($000) $33 Shares 125 Est. Cost $223.42 Unrealized +8.8%
BAC BANK AMERICA CORP 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $15.54 Unrealized +180.8%
USB US BANCORP DEL 0.0%
Value ($000) $25 Shares 25,000 Est. Cost $28.70 Unrealized +54.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $20 Shares 20,000 Est. Cost $527.20 Unrealized -15.0%
WMT WALMART INC 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $52.30 Unrealized +77.7%
HON HONEYWELL INTL INC 0.0%
Value ($000) $14 Shares 15,000 Est. Cost $88.94 Unrealized +123.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $66.67 Unrealized +10.5%
INTC INTEL CORP 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $23.15 Unrealized -5.5%
KSS KOHLS CORP 0.0%
Value ($000) $10 Shares 10,000 Est. Cost Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $3 Shares 43 Est. Cost $66.67 Unrealized +10.5%