LONGFELLOW INVESTMENT MANAGEMENT CO LLC Quant / Systematic

CIK: 0001167487 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $404,305 (100.0% shares, 0.0% debt)

Holdings (265)

EPD ENTERPRISE PRODS PARTNERS L 11.7%
Value ($000) $47,269 Shares 1,524,314 Est. Cost $20.85 Unrealized
MPLX MPLX LP 9.8%
Value ($000) $39,484 Shares 766,529 Est. Cost $23.16 Unrealized
WES WESTERN MIDSTREAM PARTNERS L 9.4%
Value ($000) $38,147 Shares 985,718 Est. Cost $33.87 Unrealized
ET ENERGY TRANSFER L P 8.7%
Value ($000) $35,137 Shares 1,938,068 Est. Cost $8.50 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 5.9%
Value ($000) $24,051 Shares 1,312,831 Est. Cost $8.72 Unrealized
CNQ CANADIAN NAT RES LTD 5.2%
Value ($000) $21,092 Shares 671,721 Est. Cost $29.98 Unrealized 0.0%
HESM HESS MIDSTREAM LP 3.3%
Value ($000) $13,315 Shares 345,764 Est. Cost $21.71 Unrealized +63.6%
NEM NEWMONT CORP 2.0%
Value ($000) $7,965 Shares 136,714 Est. Cost $41.08 Unrealized +28.8%
CQP CHENIERE ENERGY PARTNERS LP 1.8%
Value ($000) $7,385 Shares 131,752 Est. Cost $46.14 Unrealized
PFE PFIZER INC 1.8%
Value ($000) $7,307 Shares 301,435 Est. Cost $28.57 Unrealized -21.8%
BMY BRISTOL-MYERS SQUIBB CO 1.7%
Value ($000) $6,896 Shares 148,983 Est. Cost $46.71 Unrealized +1.1%
DEA EASTERLY GOVT PPTYS INC 1.5%
Value ($000) $6,249 Shares 281,503 Est. Cost $22.20 Unrealized
BXMT BLACKSTONE MTG TR INC 1.5%
Value ($000) $6,160 Shares 320,000 Est. Cost $17.41 Unrealized
BX BLACKSTONE INC 0.8%
Value ($000) $3,315 Shares 22,160 Est. Cost $141.52 Unrealized -4.5%
BA BOEING CO 0.8%
Value ($000) $3,179 Shares 15,173 Est. Cost $188.88 Unrealized 0.0%
DIS DISNEY WALT CO 0.8%
Value ($000) $3,105 Shares 25,038 Est. Cost $92.65 Unrealized +11.0%
SJNK SPDR SERIES TRUST 0.7%
Value ($000) $3,010 Shares 118,150 Est. Cost $25.15 Unrealized
META META PLATFORMS INC 0.7%
Value ($000) $3,000 Shares 4,064 Est. Cost $616.61 Unrealized 0.0%
VIV TELEFONICA BRASIL SA 0.7%
Value ($000) $2,965 Shares 260,062 Est. Cost $7.97 Unrealized
HDB HDFC BANK LTD 0.7%
Value ($000) $2,853 Shares 37,208 Est. Cost $65.13 Unrealized
VALE VALE S A 0.7%
Value ($000) $2,681 Shares 276,085 Est. Cost $15.28 Unrealized
KKR KKR & CO INC 0.7%
Value ($000) $2,645 Shares 19,882 Est. Cost $116.65 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETRO 0.7%
Value ($000) $2,630 Shares 210,216 Est. Cost $11.15 Unrealized
INFY INFOSYS LTD 0.6%
Value ($000) $2,625 Shares 141,638 Est. Cost $17.26 Unrealized
ABEV AMBEV SA 0.6%
Value ($000) $2,406 Shares 998,136 Est. Cost $2.31 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $2,312 Shares 10,539 Est. Cost $197.23 Unrealized +0.3%
ITUB ITAU UNIBANCO HLDG S A 0.5%
Value ($000) $2,181 Shares 321,223 Est. Cost $6.12 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $2,154 Shares 12,141 Est. Cost $164.32 Unrealized +0.3%
HD HOME DEPOT INC 0.5%
Value ($000) $2,103 Shares 5,736 Est. Cost $299.71 Unrealized +18.8%
UGP ULTRAPAR PARTICIPACOES SA 0.5%
Value ($000) $2,022 Shares 616,345 Est. Cost $3.07 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,984 Shares 13,856 Est. Cost $84.20 Unrealized +62.7%
NVO NOVO-NORDISK A S 0.5%
Value ($000) $1,950 Shares 28,257 Est. Cost $69.02 Unrealized
BBD BANCO BRADESCO S A 0.5%
Value ($000) $1,936 Shares 626,569 Est. Cost $2.85 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,926 Shares 17,868 Est. Cost $50.61 Unrealized +106.5%
AAPL APPLE INC 0.5%
Value ($000) $1,924 Shares 9,379 Est. Cost $200.68 Unrealized +0.4%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $1,920 Shares 6,514 Est. Cost $121.09 Unrealized +109.6%
C CITIGROUP INC 0.5%
Value ($000) $1,915 Shares 22,499 Est. Cost $54.09 Unrealized +31.6%
BAC BANK AMERICA CORP 0.4%
Value ($000) $1,810 Shares 38,242 Est. Cost $32.04 Unrealized +29.4%
NSC NORFOLK SOUTHN CORP 0.4%
Value ($000) $1,652 Shares 6,453 Est. Cost $222.44 Unrealized +4.8%
EOG EOG RES INC 0.4%
Value ($000) $1,587 Shares 13,270 Est. Cost $114.18 Unrealized -1.8%
COP CONOCOPHILLIPS 0.4%
Value ($000) $1,554 Shares 17,320 Est. Cost $104.44 Unrealized -15.7%
MRK MERCK & CO INC 0.4%
Value ($000) $1,534 Shares 19,376 Est. Cost $90.34 Unrealized -14.3%
JBS JBS N.V. 0.4%
Value ($000) $1,506 Shares 103,078 Est. Cost $14.07 Unrealized 0.0%
UNP UNION PAC CORP 0.4%
Value ($000) $1,499 Shares 6,513 Est. Cost $216.18 Unrealized +1.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,495 Shares 21,554 Est. Cost $41.98 Unrealized +43.8%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,472 Shares 9,635 Est. Cost $144.72 Unrealized +4.2%
IBN ICICI BANK LIMITED 0.3%
Value ($000) $1,407 Shares 41,816 Est. Cost $23.84 Unrealized
T AT&T INC 0.3%
Value ($000) $1,399 Shares 48,354 Est. Cost $15.30 Unrealized +76.2%
MS MORGAN STANLEY 0.3%
Value ($000) $1,398 Shares 9,925 Est. Cost $86.21 Unrealized +40.3%
JPM JPMORGAN CHASE & CO. 0.3%
Value ($000) $1,385 Shares 4,779 Est. Cost $135.67 Unrealized +86.2%
STT STATE STR CORP 0.3%
Value ($000) $1,324 Shares 12,452 Est. Cost $70.24 Unrealized +28.9%
QCOM QUALCOMM INC 0.3%
Value ($000) $1,295 Shares 8,130 Est. Cost $165.30 Unrealized -12.3%
RTX RTX CORPORATION 0.3%
Value ($000) $1,284 Shares 8,793 Est. Cost $85.96 Unrealized +53.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $1,264 Shares 35,411 Est. Cost $38.07 Unrealized -10.9%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $1,232 Shares 15,380 Est. Cost $73.70 Unrealized -3.5%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $1,232 Shares 28,471 Est. Cost $33.41 Unrealized +25.2%
EMR EMERSON ELEC CO 0.3%
Value ($000) $1,217 Shares 9,127 Est. Cost $111.51 Unrealized +1.8%
TXN TEXAS INSTRS INC 0.3%
Value ($000) $1,199 Shares 5,775 Est. Cost $156.40 Unrealized +11.4%
HON HONEYWELL INTL INC 0.3%
Value ($000) $1,187 Shares 5,098 Est. Cost $180.88 Unrealized +10.4%
WIT WIPRO LTD 0.3%
Value ($000) $1,166 Shares 386,152 Est. Cost $4.15 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.3%
Value ($000) $1,159 Shares 56,651 Est. Cost $17.48 Unrealized -5.8%
GLW CORNING INC 0.3%
Value ($000) $1,123 Shares 21,360 Est. Cost $40.58 Unrealized +14.1%
UBS UBS GROUP AG 0.3%
Value ($000) $1,119 Shares 41,675 Est. Cost $30.94 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.3%
Value ($000) $1,117 Shares 9,112 Est. Cost $104.22 Unrealized -2.8%
TGT TARGET CORP 0.3%
Value ($000) $1,117 Shares 11,319 Est. Cost $124.12 Unrealized -24.8%
SSRM SSR MINING IN 0.3%
Value ($000) $1,084 Shares 85,098 Est. Cost $15.06 Unrealized -25.1%
CMI CUMMINS INC 0.3%
Value ($000) $1,077 Shares 3,289 Est. Cost $271.03 Unrealized +12.8%
RDY DR REDDYS LABS LTD 0.3%
Value ($000) $1,075 Shares 71,512 Est. Cost $23.05 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,050 Shares 1,483 Est. Cost $586.73 Unrealized -2.6%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,026 Shares 9,254 Est. Cost $52.69 Unrealized +98.1%
PEP PEPSICO INC 0.3%
Value ($000) $1,017 Shares 7,702 Est. Cost $140.71 Unrealized -6.9%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $996 Shares 33,863 Est. Cost $11.91 Unrealized +124.7%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $990 Shares 3,395 Est. Cost $255.60 Unrealized +6.6%
BLK BLACKROCK INC 0.2%
Value ($000) $980 Shares 934 Est. Cost $961.85 Unrealized -3.0%
PRU PRUDENTIAL FINL INC 0.2%
Value ($000) $969 Shares 9,018 Est. Cost $67.45 Unrealized +48.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $903 Shares 10,354 Est. Cost $90.41 Unrealized -7.6%
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $898 Shares 4,817 Est. Cost $142.37 Unrealized +16.6%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $882 Shares 1,905 Est. Cost $393.72 Unrealized +16.6%
FDX FEDEX CORP 0.2%
Value ($000) $879 Shares 3,868 Est. Cost $232.49 Unrealized -7.4%
USB US BANCORP DEL 0.2%
Value ($000) $877 Shares 19,379 Est. Cost $38.46 Unrealized +6.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $873 Shares 12,650 Est. Cost $54.41 Unrealized +18.0%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $855 Shares 8,467 Est. Cost $153.39 Unrealized -38.7%
CIG CIA ENERGETICA DE MINAS GERA 0.2%
Value ($000) $838 Shares 427,653 Est. Cost $2.22 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $818 Shares 13,958 Est. Cost $38.16 Unrealized +46.6%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $805 Shares 11,591 Est. Cost $61.34 Unrealized +11.0%
D DOMINION ENERGY INC 0.2%
Value ($000) $788 Shares 13,937 Est. Cost $52.48 Unrealized +1.3%
LHX L3HARRIS TECHNOLOGIES INC 0.2%
Value ($000) $768 Shares 3,063 Est. Cost $189.56 Unrealized +19.8%
MCD MCDONALDS CORP 0.2%
Value ($000) $754 Shares 2,581 Est. Cost $268.68 Unrealized +13.0%
APD AIR PRODS & CHEMS INC 0.2%
Value ($000) $745 Shares 2,640 Est. Cost $244.89 Unrealized +9.5%
ABBV ABBVIE INC 0.2%
Value ($000) $738 Shares 3,974 Est. Cost $82.57 Unrealized +121.2%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $737 Shares 3,095 Est. Cost $212.76 Unrealized -3.2%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $696 Shares 3,993 Est. Cost $158.03 Unrealized +1.4%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $655 Shares 4,110 Est. Cost $144.38 Unrealized +11.4%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $654 Shares 3,593 Est. Cost $61.33 Unrealized +172.9%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $650 Shares 9,632 Est. Cost $65.67 Unrealized -0.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $614 Shares 1,969 Est. Cost $374.66 Unrealized +0.1%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $611 Shares 1,222 Est. Cost $486.10 Unrealized 0.0%
PLD PROLOGIS INC. 0.1%
Value ($000) $586 Shares 5,572 Est. Cost $109.17 Unrealized -6.3%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $574 Shares 3,527 Est. Cost $177.78 Unrealized -0.6%
TAP MOLSON COORS BEVERAGE CO 0.1%
Value ($000) $568 Shares 11,804 Est. Cost $54.19 Unrealized -1.1%
PPG PPG INDS INC 0.1%
Value ($000) $565 Shares 4,965 Est. Cost $118.90 Unrealized -10.6%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $564 Shares 21,828 Est. Cost $29.57 Unrealized -9.9%
HPQ HP INC 0.1%
Value ($000) $554 Shares 22,635 Est. Cost $30.36 Unrealized -18.6%
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $503 Shares 1,715 Est. Cost $268.24 Unrealized +7.2%
AMGN AMGEN INC 0.1%
Value ($000) $503 Shares 1,800 Est. Cost $196.80 Unrealized +41.1%
BF/B BROWN FORMAN CORP 0.1%
Value ($000) $502 Shares 18,669 Est. Cost $32.32 Unrealized -2.9%
GPC GENUINE PARTS CO 0.1%
Value ($000) $484 Shares 3,987 Est. Cost $125.42 Unrealized -6.1%
CI THE CIGNA GROUP 0.1%
Value ($000) $478 Shares 1,446 Est. Cost $295.68 Unrealized +7.5%
TFC TRUIST FINL CORP 0.1%
Value ($000) $476 Shares 11,083 Est. Cost $38.17 Unrealized -0.5%
ALL ALLSTATE CORP 0.1%
Value ($000) $476 Shares 2,364 Est. Cost $161.46 Unrealized +21.9%
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $468 Shares 5,464 Est. Cost $72.24 Unrealized +13.5%
UNM UNUM GROUP 0.1%
Value ($000) $450 Shares 5,576 Est. Cost $77.09 Unrealized +2.5%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $450 Shares 2,035 Est. Cost $182.41 Unrealized +15.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $447 Shares 13,229 Est. Cost $45.01 Unrealized -24.6%
LEN LENNAR CORP 0.1%
Value ($000) $441 Shares 3,985 Est. Cost $107.30 Unrealized 0.0%
ORI OLD REP INTL CORP 0.1%
Value ($000) $439 Shares 11,427 Est. Cost $33.71 Unrealized +3.5%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $431 Shares 1,108 Est. Cost $396.89 Unrealized -0.1%
JEF JEFFERIES FINL GROUP INC 0.1%
Value ($000) $429 Shares 7,840 Est. Cost $65.74 Unrealized -26.6%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $426 Shares 2,648 Est. Cost $166.88 Unrealized -8.5%
NKE NIKE INC 0.1%
Value ($000) $421 Shares 5,930 Est. Cost $72.30 Unrealized -18.3%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $415 Shares 12,551 Est. Cost $33.02 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $415 Shares 4,563 Est. Cost $89.90 Unrealized +0.2%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $400 Shares 7,715 Est. Cost $52.75 Unrealized 0.0%
DOW DOW INC 0.1%
Value ($000) $396 Shares 14,973 Est. Cost $42.46 Unrealized -34.5%
EQIX EQUINIX INC 0.1%
Value ($000) $393 Shares 494 Est. Cost $880.48 Unrealized -5.1%
UDR UDR INC 0.1%
Value ($000) $389 Shares 9,535 Est. Cost $34.80 Unrealized +16.2%
CLX CLOROX CO DEL 0.1%
Value ($000) $385 Shares 3,207 Est. Cost $130.41 Unrealized 0.0%
CCI CROWN CASTLE INC 0.1%
Value ($000) $339 Shares 3,297 Est. Cost $106.47 Unrealized -7.9%
HAL HALLIBURTON CO 0.1%
Value ($000) $336 Shares 16,509 Est. Cost $25.59 Unrealized -19.6%
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $328 Shares 4,860 Est. Cost $55.58 Unrealized +19.9%
AOS SMITH A O CORP 0.1%
Value ($000) $319 Shares 4,862 Est. Cost $66.45 Unrealized -2.7%
MTN VAIL RESORTS INC 0.1%
Value ($000) $318 Shares 2,024 Est. Cost $166.20 Unrealized -10.6%
LVS LAS VEGAS SANDS CORP 0.1%
Value ($000) $317 Shares 7,288 Est. Cost $43.38 Unrealized -11.3%
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value ($000) $311 Shares 5,373 Est. Cost $63.35 Unrealized -14.1%
ASH ASHLAND INC 0.1%
Value ($000) $248 Shares 4,937 Est. Cost $61.96 Unrealized -19.6%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $168 Shares 8,216 Est. Cost $27.08 Unrealized -17.1%
PROVIDENT BANCORP INC 0.0%
Value ($000) $156 Shares 12,510 Est. Cost $12.49 Unrealized
HARBORONE BANCORP INC NEW 0.0%
Value ($000) $149 Shares 12,767 Est. Cost $11.68 Unrealized
OLD PT FINANCIAL CORPORATION 0.0%
Value ($000) $144 Shares 3,679 Est. Cost $39.25 Unrealized
SITIO ROYALTIES CORP 0.0%
Value ($000) $144 Shares 7,855 Est. Cost $18.38 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $133 Shares 1,780 Est. Cost $77.28 Unrealized -1.7%
FRONTIER COMMUNICATIONS PARE 0.0%
Value ($000) $113 Shares 3,096 Est. Cost $36.04 Unrealized
TRIUMPH GROUP INC NEW 0.0%
Value ($000) $111 Shares 4,321 Est. Cost $25.34 Unrealized
GPATU GP-ACT III ACQUISITION CORP 0.0%
Value ($000) $83 Shares 7,800 Est. Cost $10.20 Unrealized
JUNIPER NETWORKS INC 0.0%
Value ($000) $82 Shares 2,059 Est. Cost $37.60 Unrealized
PLAYAGS INC 0.0%
Value ($000) $81 Shares 6,520 Est. Cost $11.53 Unrealized
LPAAU LAUNCH ONE ACQUISITION CORP 0.0%
Value ($000) $81 Shares 7,716 Est. Cost $10.09 Unrealized
GRAF/U GRAF GLOBAL CORP 0.0%
Value ($000) $80 Shares 7,556 Est. Cost $10.03 Unrealized
SIMAU SIM ACQUISITION CORP. I 0.0%
Value ($000) $79 Shares 7,566 Est. Cost $10.08 Unrealized
MACI MELAR ACQUISITION CORP. I 0.0%
Value ($000) $79 Shares 7,520 Est. Cost $10.03 Unrealized +3.2%
CUB LIONHEART HOLDINGS 0.0%
Value ($000) $79 Shares 7,520 Est. Cost $10.17 Unrealized +2.2%
RADIUS RECYCLING INC 0.0%
Value ($000) $78 Shares 2,612 Est. Cost $28.88 Unrealized
FARO TECHNOLOGIES INC 0.0%
Value ($000) $77 Shares 1,761 Est. Cost $43.92 Unrealized
MR COOPER GROUP INC 0.0%
Value ($000) $77 Shares 515 Est. Cost $149.21 Unrealized
CTLP CANTALOUPE INC 0.0%
Value ($000) $76 Shares 6,950 Est. Cost $8.65 Unrealized 0.0%
ANSYS INC 0.0%
Value ($000) $76 Shares 215 Est. Cost $351.22 Unrealized
REDFIN CORP 0.0%
Value ($000) $75 Shares 6,686 Est. Cost $9.21 Unrealized
CFSB BANCORP INC 0.0%
Value ($000) $75 Shares 5,432 Est. Cost $13.72 Unrealized
AVIDXCHANGE HOLDINGS INC 0.0%
Value ($000) $74 Shares 7,609 Est. Cost $9.79 Unrealized
ENSTAR GROUP LIMITED 0.0%
Value ($000) $74 Shares 221 Est. Cost $321.72 Unrealized
E2OPEN PARENT HOLDINGS INC 0.0%
Value ($000) $74 Shares 22,903 Est. Cost $3.23 Unrealized
DUN & BRADSTREET HLDGS INC 0.0%
Value ($000) $74 Shares 8,130 Est. Cost $8.94 Unrealized
VIGIL NEUROSCIENCE INC 0.0%
Value ($000) $73 Shares 9,243 Est. Cost $7.95 Unrealized
PRA PROASSURANCE CORP 0.0%
Value ($000) $73 Shares 3,203 Est. Cost $16.19 Unrealized +42.5%
SPARTANNASH CO 0.0%
Value ($000) $72 Shares 2,720 Est. Cost $26.49 Unrealized
KELLANOVA 0.0%
Value ($000) $71 Shares 891 Est. Cost $80.02 Unrealized +0.2%
LEGT/U LEGATO MERGER CORP III 0.0%
Value ($000) $63 Shares 5,942 Est. Cost $10.13 Unrealized
SURMODICS INC 0.0%
Value ($000) $55 Shares 1,836 Est. Cost $38.83 Unrealized
CCRN CROSS CTRY HEALTHCARE INC 0.0%
Value ($000) $52 Shares 3,973 Est. Cost $17.18 Unrealized -20.0%
ALFUU CENTURION ACQUISITION CORP 0.0%
Value ($000) $45 Shares 4,150 Est. Cost $10.06 Unrealized
GLOBAL BLUE GROUP HOLDING AG 0.0%
Value ($000) $36 Shares 4,842 Est. Cost $7.36 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $33 Shares 207 Est. Cost $103.06 Unrealized +22.1%
SUN SUNOCO LP/SUNOCO FIN CORP 0.0%
Value ($000) $31 Shares 574 Est. Cost $56.54 Unrealized
MSFT MICROSOFT CORP 0.0%
Value ($000) $29 Shares 59 Est. Cost $284.22 Unrealized +52.1%
AVGO BROADCOM INC 0.0%
Value ($000) $27 Shares 97 Est. Cost $215.92 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $13 Shares 13 Est. Cost $384.74 Unrealized +157.5%
V VISA INC 0.0%
Value ($000) $12 Shares 34 Est. Cost $224.81 Unrealized +54.3%
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $12 Shares 21 Est. Cost $359.38 Unrealized +53.4%
TACHU TITAN ACQUISITION CORP 0.0%
Value ($000) $10 Shares 980 Est. Cost $10.45 Unrealized
SOUL/U SOULPOWER ACQUISITION CORP 0.0%
Value ($000) $10 Shares 980 Est. Cost $10.18 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $10 Shares 44 Est. Cost $60.59 Unrealized +165.4%
WMT WALMART INC 0.0%
Value ($000) $9 Shares 87 Est. Cost $52.44 Unrealized +80.7%
KO COCA COLA CO 0.0%
Value ($000) $7 Shares 101 Est. Cost $46.00 Unrealized +51.7%
LLY ELI LILLY & CO 0.0%
Value ($000) $7 Shares 9 Est. Cost $422.27 Unrealized +83.2%
QETA QUETTA ACQUISITION CORP 0.0%
Value ($000) $6 Shares 570 Est. Cost $10.65 Unrealized +1.0%
ETN EATON CORP PLC 0.0%
Value ($000) $6 Shares 16 Est. Cost $217.97 Unrealized +40.7%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $303.01 Unrealized +72.6%
ALCY ALCHEMY INVTS ACQUISITN CORP 0.0%
Value ($000) $5 Shares 464 Est. Cost $11.53 Unrealized 0.0%
ESHA ESH ACQUISITION CORP 0.0%
Value ($000) $5 Shares 470 Est. Cost $10.16 Unrealized +7.9%
NPACU NEW PROVIDENCE ACQUISITION C 0.0%
Value ($000) $5 Shares 486 Est. Cost $10.46 Unrealized
PACHU PIONEER ACQUISITION I CORP 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
FORL FOUR LEAF ACQUISITION CORP 0.0%
Value ($000) $5 Shares 427 Est. Cost $11.23 Unrealized +1.4%
NTWOU NEWBURY STR II ACQUISITION C 0.0%
Value ($000) $5 Shares 476 Est. Cost $10.00 Unrealized
WLACU WILLOW LANE ACQUISITION CORP 0.0%
Value ($000) $5 Shares 476 Est. Cost $9.98 Unrealized
ETHMU DYNAMIX CORP 0.0%
Value ($000) $5 Shares 476 Est. Cost $9.92 Unrealized
FACTU FACT II ACQUISITION CORP 0.0%
Value ($000) $5 Shares 476 Est. Cost $9.98 Unrealized
CAPNU CAYSON ACQUISITION CORP 0.0%
Value ($000) $5 Shares 470 Est. Cost $10.12 Unrealized
DRDBU ROMAN DBDR ACQUISITION CORP 0.0%
Value ($000) $5 Shares 454 Est. Cost $9.97 Unrealized
LIN LINDE PLC 0.0%
Value ($000) $5 Shares 10 Est. Cost $322.30 Unrealized +40.3%
FVN FUTURE VISION II ACQUISITION 0.0%
Value ($000) $5 Shares 450 Est. Cost $10.01 Unrealized +2.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $4 Shares 14 Est. Cost $221.87 Unrealized +36.3%
FTW/U EQV VENTURES ACQUISITION COR 0.0%
Value ($000) $4 Shares 390 Est. Cost $10.08 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $4 Shares 15 Est. Cost $194.44 Unrealized +38.1%
VACHU VOYAGER ACQUISITION CORP 0.0%
Value ($000) $4 Shares 388 Est. Cost $10.12 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $4 Shares 17 Est. Cost $105.23 Unrealized +112.1%
ADBE ADOBE INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $484.90 Unrealized -20.5%
AFL AFLAC INC 0.0%
Value ($000) $3 Shares 33 Est. Cost $54.26 Unrealized +91.0%
PAYX PAYCHEX INC 0.0%
Value ($000) $3 Shares 23 Est. Cost $100.89 Unrealized +46.2%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $3 Shares 48 Est. Cost $46.65 Unrealized +31.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $3 Shares 38 Est. Cost $100.17 Unrealized -25.5%
VEEV VEEVA SYS INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $248.54 Unrealized -0.2%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $3 Shares 28 Est. Cost $101.39 Unrealized -14.7%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $3 Shares 6 Est. Cost $369.42 Unrealized +24.7%
MCO MOODYS CORP 0.0%
Value ($000) $3 Shares 5 Est. Cost $461.00 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $213.23 Unrealized +11.2%
ECL ECOLAB INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $141.81 Unrealized +77.9%
HEI HEICO CORP NEW 0.0%
Value ($000) $2 Shares 7 Est. Cost $127.40 Unrealized +117.2%
MPWR MONOLITHIC PWR SYS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $386.37 Unrealized +64.0%
IRON HORSE ACQUISITIONS CORP 0.0%
Value ($000) $2 Shares 4,320 Est. Cost $0.29 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $2 Shares 50 Est. Cost $23.63 Unrealized +69.7%
BKHAR BLACK HAWK ACQUISITION CORP 0.0%
Value ($000) $2 Shares 1,511 Est. Cost $1.39 Unrealized
RMD RESMED INC 0.0%
Value ($000) $2 Shares 8 Est. Cost $190.91 Unrealized +24.3%
FFIV F5 INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $146.13 Unrealized +89.0%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $2 Shares 20 Est. Cost $46.19 Unrealized +76.2%
DHR DANAHER CORPORATION 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.03 Unrealized -3.5%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $2 Shares 4 Est. Cost $134.18 Unrealized +193.8%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $2 Shares 6 Est. Cost $133.94 Unrealized +144.6%
HSY HERSHEY CO 0.0%
Value ($000) $2 Shares 11 Est. Cost $182.96 Unrealized -11.7%
WAT WATERS CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $283.39 Unrealized +21.3%
GSR III ACQUISITION CORP 0.0%
Value ($000) $2 Shares 143 Est. Cost $10.05 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $163.36 Unrealized -3.7%
KVUE KENVUE INC 0.0%
Value ($000) $2 Shares 80 Est. Cost $18.93 Unrealized +17.0%
IDXX IDEXX LABS INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $388.17 Unrealized +23.2%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $2 Shares 3 Est. Cost $704.77 Unrealized -21.1%
CPRT COPART INC 0.0%
Value ($000) $2 Shares 32 Est. Cost $37.00 Unrealized +51.3%
FHN FIRST HORIZON CORPORATION 0.0%
Value ($000) $1 Shares 68 Est. Cost $18.71 Unrealized -0.1%
DYCQR DT CLOUD ACQUISITION CORP 0.0%
Value ($000) $1 Shares 7,728 Est. Cost $0.23 Unrealized
CUBWW LIONHEART HOLDINGS 0.0%
Value ($000) $1 Shares 3,760 Est. Cost $0.14 Unrealized
JKHY HENRY JACK & ASSOC INC 0.0%
Value ($000) $1 Shares 7 Est. Cost $149.75 Unrealized +17.5%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.84 Unrealized +27.3%
AYI ACUITY INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $140.88 Unrealized +83.4%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value ($000) $1 Shares 1 Est. Cost $1096.55 Unrealized +1.9%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $66.68 Unrealized +3.2%
DHI D R HORTON INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $144.49 Unrealized -15.3%
MACIW MELAR ACQUISITION CORP. I 0.0%
Value ($000) $1 Shares 3,760 Est. Cost $0.11 Unrealized
AME AMETEK INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $108.90 Unrealized +57.3%
IEX IDEX CORP 0.0%
Value ($000) $1 Shares 6 Est. Cost $196.74 Unrealized -10.8%
FSHPR FLAG SHIP ACQUISITION CORP 0.0%
Value ($000) $1 Shares 7,520 Est. Cost $0.11 Unrealized
CHE CHEMED CORP NEW 0.0%
Value ($000) $1 Shares 2 Est. Cost $477.90 Unrealized +18.8%
WSO WATSCO INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $229.84 Unrealized +101.8%
UCFIW IRON HORSE ACQUISITIONS CORP 0.0%
Value ($000) $0 Shares 4,320 Est. Cost $0.03 Unrealized
NABORS ENERGY TRANSITION COR 0.0%
Value ($000) $0 Shares 410 Est. Cost $0.40 Unrealized
COCHW ENVOY MEDICAL INC 0.0%
Value ($000) $0 Shares 4,599 Est. Cost $0.02 Unrealized
FVNNR FUTURE VISION II ACQUISITION 0.0%
Value ($000) $0 Shares 450 Est. Cost $0.14 Unrealized
MDAIW SPECTRAL AI INC 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.13 Unrealized
QETAR QUETTA ACQUISITION CORP 0.0%
Value ($000) $0 Shares 57 Est. Cost $1.65 Unrealized
HENNESSY CAPITAL INVST CORP 0.0%
Value ($000) $0 Shares 146 Est. Cost $0.10 Unrealized
ESHAR ESH ACQUISITION CORP 0.0%
Value ($000) $0 Shares 470 Est. Cost $0.11 Unrealized
ALCYW ALCHEMY INVTS ACQUISITN CORP 0.0%
Value ($000) $0 Shares 232 Est. Cost $0.11 Unrealized
KVACW KEEN VISION ACQUISITION CORP 0.0%
Value ($000) $0 Shares 442 Est. Cost $0.05 Unrealized
OPTXW SYNTEC OPTICS HLDGS INC 0.0%
Value ($000) $0 Shares 213 Est. Cost $0.11 Unrealized
FORLW FOUR LEAF ACQUISITION CORP 0.0%
Value ($000) $0 Shares 427 Est. Cost $0.05 Unrealized
BNAIW BRAND ENGAGEMENT NETWORK INC 0.0%
Value ($000) $0 Shares 145 Est. Cost $0.12 Unrealized
ALUR/WS ALLURION TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 77 Est. Cost $0.45 Unrealized
LDTDF LEDDARTECH HLDGS INC 0.0%
Value ($000) $0 Shares 151 Est. Cost $0.03 Unrealized