Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 18, 2022

Total Value ($000): $5,889,299 (100.0% shares, 0.0% debt)

Holdings (220)

QCOM QUALCOMM INC 2.9%
Value ($000) $172,322 Shares 1,349,007 Est. Cost $39.19 Unrealized +218.8%
BMY BRISTOL-MYERS SQUIBB CO 2.5%
Value ($000) $144,754 Shares 1,879,920 Est. Cost $43.87 Unrealized +48.1%
MSFT MICROSOFT CORP 2.4%
Value ($000) $142,781 Shares 555,937 Est. Cost $46.08 Unrealized +471.7%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $120,950 Shares 222,630 Est. Cost $130.79 Unrealized +316.5%
GOOG ALPHABET INC CAP STK CL C 2.0%
Value ($000) $119,314 Shares 54,545 Est. Cost $35.92 Unrealized +226.5%
FRCB FIRST REPUBLIC BANK SAN FRANCI 1.9%
Value ($000) $112,760 Shares 781,967 Est. Cost $82.96 Unrealized +79.5%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $106,429 Shares 945,113 Est. Cost $61.49 Unrealized +83.8%
V VISA INC CL A 1.7%
Value ($000) $101,960 Shares 517,850 Est. Cost $69.78 Unrealized +188.2%
BX BLACKSTONE INC 1.7%
Value ($000) $101,746 Shares 1,115,270 Est. Cost $39.38 Unrealized +144.0%
PRU PRUDENTIAL FINANCIAL INC 1.7%
Value ($000) $100,878 Shares 1,054,328 Est. Cost $54.20 Unrealized +63.2%
STZ CONSTELLATION BRANDS INC CL A 1.7%
Value ($000) $100,421 Shares 430,883 Est. Cost $168.75 Unrealized +35.4%
DHR DANAHER CORP 1.7%
Value ($000) $100,112 Shares 394,889 Est. Cost $40.26 Unrealized +461.9%
NVDA NVIDIA CORP 1.7%
Value ($000) $97,735 Shares 644,735 Est. Cost $15.84 Unrealized +18.9%
AXP AMERICAN EXPRESS CO 1.6%
Value ($000) $95,506 Shares 688,975 Est. Cost $65.13 Unrealized +141.9%
MA MASTERCARD INC CL A 1.5%
Value ($000) $88,804 Shares 281,489 Est. Cost $83.42 Unrealized +304.3%
GM GENERAL MOTORS CO 1.5%
Value ($000) $87,403 Shares 2,751,982 Est. Cost $26.30 Unrealized +37.6%
DEO DIAGEO P L C SPON ADR NEW 1.5%
Value ($000) $86,557 Shares 497,109 Est. Cost $117.43 Unrealized
LOW LOWES COS INC 1.5%
Value ($000) $86,004 Shares 492,382 Est. Cost $70.88 Unrealized +153.3%
RGA REINSURANCE GROUP AMERICA INC 1.4%
Value ($000) $84,110 Shares 717,112 Est. Cost $125.70 Unrealized -7.7%
BAC BANK OF AMERICA CORP 1.4%
Value ($000) $83,974 Shares 2,697,525 Est. Cost $22.21 Unrealized +47.4%
MS MORGAN STANLEY NEW 1.4%
Value ($000) $83,649 Shares 1,099,772 Est. Cost $35.39 Unrealized +104.6%
NSRGY NESTLE S A SPON ADR 1.4%
Value ($000) $82,980 Shares 712,857 Est. Cost $80.96 Unrealized
KO COCA COLA CO 1.4%
Value ($000) $81,832 Shares 1,300,786 Est. Cost $41.17 Unrealized +37.9%
GSK PLC SPONSORED ADR 1.4%
Value ($000) $80,010 Shares 1,838,035 Est. Cost $41.26 Unrealized
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $79,297 Shares 310,250 Est. Cost $125.68 Unrealized +76.8%
GDDY GODADDY INC CL A 1.3%
Value ($000) $78,657 Shares 1,130,780 Est. Cost $77.95 Unrealized -2.5%
EQIX EQUINIX INC 1.3%
Value ($000) $74,765 Shares 113,794 Est. Cost $268.72 Unrealized +139.3%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $73,413 Shares 507,065 Est. Cost $76.28 Unrealized +87.1%
ORCL ORACLE CORP 1.2%
Value ($000) $70,209 Shares 1,004,854 Est. Cost $43.97 Unrealized +58.9%
EOG EOG RESOURCES INC 1.2%
Value ($000) $68,847 Shares 623,389 Est. Cost $58.96 Unrealized +79.4%
USB US BANCORP DEL NEW 1.2%
Value ($000) $68,637 Shares 1,491,467 Est. Cost $30.36 Unrealized +38.0%
DAL DELTA AIR LINES INC NEW 1.2%
Value ($000) $68,328 Shares 2,358,570 Est. Cost $40.55 Unrealized -8.5%
CVS CVS HEALTH CORP 1.2%
Value ($000) $68,119 Shares 735,148 Est. Cost $59.83 Unrealized +43.6%
SHEL SHELL PLC 1.1%
Value ($000) $67,640 Shares 1,293,549 Est. Cost $54.93 Unrealized
AES AES CORP 1.1%
Value ($000) $67,193 Shares 3,198,149 Est. Cost $14.75 Unrealized +27.7%
ZBH ZIMMER BIOMET HOLDINGS INC 1.1%
Value ($000) $67,139 Shares 639,050 Est. Cost $118.37 Unrealized -3.0%
IFF INTERNATIONAL FLAVORS & FRAGRA 1.1%
Value ($000) $63,930 Shares 536,685 Est. Cost $108.75 Unrealized +3.5%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $63,345 Shares 356,851 Est. Cost $126.49 Unrealized +26.4%
CHTR CHARTER COMMUNICATIONS INC NEW 1.1%
Value ($000) $62,211 Shares 132,779 Est. Cost $621.42 Unrealized -21.5%
ILMN ILLUMINA INC 1.0%
Value ($000) $59,040 Shares 320,241 Est. Cost $152.58 Unrealized +67.4%
HON HONEYWELL INTERNATIONAL INC 0.9%
Value ($000) $55,752 Shares 320,762 Est. Cost $87.52 Unrealized +90.0%
DIS DISNEY WALT CO 0.9%
Value ($000) $54,224 Shares 574,410 Est. Cost $112.18 Unrealized -3.3%
TFC TRUIST FINANCIAL CORP 0.9%
Value ($000) $53,457 Shares 1,127,064 Est. Cost $40.47 Unrealized +0.8%
MRK MERCK & CO INC 0.9%
Value ($000) $52,265 Shares 573,268 Est. Cost $43.81 Unrealized +80.8%
CMCSA COMCAST CORP NEW CL A 0.9%
Value ($000) $52,139 Shares 1,328,719 Est. Cost $41.97 Unrealized -8.6%
ELAN ELANCO ANIMAL HEALTH INC 0.9%
Value ($000) $50,125 Shares 2,553,485 Est. Cost $28.40 Unrealized -16.7%
TDG TRANSDIGM GROUP INC 0.8%
Value ($000) $48,715 Shares 90,772 Est. Cost $500.97 Unrealized -2.1%
IBM INTERNATIONAL BUSINESS MACHINE 0.8%
Value ($000) $48,290 Shares 342,019 Est. Cost $99.79 Unrealized +17.7%
GE GENERAL ELECTRIC CO NEW 0.8%
Value ($000) $47,467 Shares 745,514 Est. Cost $59.22 Unrealized -19.7%
MAXAR TECHNOLOGIES LTD 0.8%
Value ($000) $47,375 Shares 1,815,835 Est. Cost $8.56 Unrealized
META META PLATFORMS INC CL A 0.8%
Value ($000) $47,317 Shares 293,438 Est. Cost $156.02 Unrealized +22.8%
CB CHUBB LIMITED 0.8%
Value ($000) $47,116 Shares 239,678 Est. Cost $124.54 Unrealized +57.6%
BABA ALIBABA GROUP HOLDING LTD SPON 0.8%
Value ($000) $45,840 Shares 403,233 Est. Cost $187.64 Unrealized
IR INGERSOLL-RAND PLC SHS 0.8%
Value ($000) $45,821 Shares 1,088,897 Est. Cost $35.01 Unrealized +29.5%
PIONEER NATURAL RESOURCES CO 0.8%
Value ($000) $45,471 Shares 203,833 Est. Cost $122.70 Unrealized
AL AIR LEASE CORP CL A 0.8%
Value ($000) $45,231 Shares 1,352,996 Est. Cost $26.24 Unrealized +35.0%
XPO XPO LOGISTICS INC 0.8%
Value ($000) $44,776 Shares 929,728 Est. Cost $17.64 Unrealized +80.3%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $43,304 Shares 84,309 Est. Cost $226.08 Unrealized +108.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 0.7%
Value ($000) $43,248 Shares 801,632 Est. Cost $59.21 Unrealized
SVB FINANCIAL GROUP 0.7%
Value ($000) $40,066 Shares 101,435 Est. Cost $204.52 Unrealized
APA APA CORP 0.7%
Value ($000) $39,630 Shares 1,135,519 Est. Cost $16.01 Unrealized +135.5%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.7%
Value ($000) $39,472 Shares 873,966 Est. Cost $70.63 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.7%
Value ($000) $39,433 Shares 276,629 Est. Cost $114.95 Unrealized +18.5%
STEELCASE INC CL A 0.6%
Value ($000) $37,827 Shares 3,525,380 Est. Cost $10.80 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $37,522 Shares 17,218 Est. Cost $36.54 Unrealized +219.8%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $37,256 Shares 533,442 Est. Cost $55.38 Unrealized +56.3%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $35,202 Shares 89,199 Est. Cost $384.57 Unrealized +10.5%
M MACYS INC 0.6%
Value ($000) $32,973 Shares 1,799,848 Est. Cost $19.39 Unrealized +16.7%
AAPL APPLE INC 0.6%
Value ($000) $32,963 Shares 241,097 Est. Cost $89.05 Unrealized +66.9%
EA ELECTRONIC ARTS INC 0.5%
Value ($000) $31,671 Shares 260,349 Est. Cost $93.95 Unrealized +33.0%
AMZN AMAZON.COM INC 0.5%
Value ($000) $31,362 Shares 295,280 Est. Cost $123.90 Unrealized +1.0%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $30,119 Shares 842,246 Est. Cost $29.30 Unrealized +30.7%
SJM SMUCKER J M CO NEW 0.5%
Value ($000) $30,042 Shares 234,688 Est. Cost $97.40 Unrealized +20.9%
APTIV PLC SHS 0.5%
Value ($000) $29,833 Shares 334,936 Est. Cost $84.52 Unrealized
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $29,693 Shares 1,451,290 Est. Cost $34.39 Unrealized -22.8%
NORDSTROM INC 0.5%
Value ($000) $29,307 Shares 1,387,001 Est. Cost $29.88 Unrealized
RBLX ROBLOX CORP CL A 0.5%
Value ($000) $29,035 Shares 883,602 Est. Cost $80.34 Unrealized -58.2%
EIX EDISON INTERNATIONAL 0.5%
Value ($000) $28,736 Shares 454,390 Est. Cost $50.55 Unrealized +13.6%
FLEETCOR TECHNOLOGIES INC 0.5%
Value ($000) $28,298 Shares 134,681 Est. Cost $260.81 Unrealized
C CITIGROUP INC NEW 0.5%
Value ($000) $27,897 Shares 606,587 Est. Cost $48.71 Unrealized -10.1%
MPC MARATHON PETROLEUM CORP 0.5%
Value ($000) $27,869 Shares 339,003 Est. Cost $28.35 Unrealized +204.2%
F FORD MOTOR CO 0.5%
Value ($000) $27,533 Shares 2,473,779 Est. Cost $6.67 Unrealized +58.0%
NVS NOVARTIS A G SPON ADR 0.5%
Value ($000) $27,532 Shares 325,706 Est. Cost $80.65 Unrealized
KIM KIMCO REALTY CORP 0.4%
Value ($000) $26,490 Shares 1,339,932 Est. Cost $12.97 Unrealized +49.0%
SSYS STRATASYS LTD SHS 0.4%
Value ($000) $26,207 Shares 1,398,471 Est. Cost $21.15 Unrealized -6.9%
GXO GXO LOGISTICS INC 0.4%
Value ($000) $25,857 Shares 597,580 Est. Cost $75.70 Unrealized -26.9%
GIS GENERAL MILLS INC 0.4%
Value ($000) $24,615 Shares 326,245 Est. Cost $46.98 Unrealized +31.6%
PEP PEPSICO INC 0.4%
Value ($000) $23,721 Shares 142,333 Est. Cost $76.19 Unrealized +96.6%
VRSN VERISIGN INC 0.4%
Value ($000) $23,466 Shares 140,238 Est. Cost $205.81 Unrealized -11.6%
VMC VULCAN MATERIALS CO 0.4%
Value ($000) $23,187 Shares 163,170 Est. Cost $109.15 Unrealized +47.0%
SPG SIMON PROPERTY GROUP INC NEW 0.4%
Value ($000) $22,321 Shares 235,156 Est. Cost $89.02 Unrealized +4.8%
IHRT IHEARTMEDIA INC CL A 0.4%
Value ($000) $20,994 Shares 2,660,855 Est. Cost $15.21 Unrealized -11.3%
RACE FERRARI N V 0.4%
Value ($000) $20,775 Shares 113,225 Est. Cost $212.34 Unrealized -6.3%
LW LAMB WESTON HOLDINGS INC 0.4%
Value ($000) $20,628 Shares 288,669 Est. Cost $59.07 Unrealized +5.0%
ULTA ULTA BEAUTY INC 0.3%
Value ($000) $18,634 Shares 48,341 Est. Cost $249.90 Unrealized +59.0%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $16,253 Shares 154,999 Est. Cost $101.15 Unrealized +5.4%
MRNA MODERNA INC 0.3%
Value ($000) $16,194 Shares 113,362 Est. Cost $178.47 Unrealized -19.9%
UAL UNITED AIRLINES HOLDINGS INC 0.3%
Value ($000) $14,880 Shares 420,090 Est. Cost $52.35 Unrealized -16.2%
ITW ILLINOIS TOOL WORKS INC 0.2%
Value ($000) $14,220 Shares 78,026 Est. Cost $74.68 Unrealized +145.0%
EXPD EXPEDITORS INTL INC 0.2%
Value ($000) $13,864 Shares 142,255 Est. Cost $40.40 Unrealized +142.2%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $13,580 Shares 53,325 Est. Cost $80.09 Unrealized +197.7%
MOMENTIVE GLOBAL INC 0.2%
Value ($000) $13,199 Shares 1,499,885 Est. Cost $20.28 Unrealized
ADSK AUTODESK INC 0.2%
Value ($000) $12,871 Shares 74,849 Est. Cost $253.05 Unrealized -24.0%
ISTAR INC 0.2%
Value ($000) $12,614 Shares 920,058 Est. Cost $23.29 Unrealized
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $12,436 Shares 450,261 Est. Cost $22.74 Unrealized +40.2%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value ($000) $12,103 Shares 43,592 Est. Cost $89.90 Unrealized +216.6%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $12,067 Shares 283,000 Est. Cost $18.95 Unrealized +126.0%
CORE LABORATORIES 0.2%
Value ($000) $10,909 Shares 550,663 Est. Cost $32.78 Unrealized
ISRG INTUITIVE SURGICAL INC NEW 0.2%
Value ($000) $10,816 Shares 53,887 Est. Cost $281.94 Unrealized -16.8%
MLM MARTIN MARIETTA MATERIALS INC 0.2%
Value ($000) $9,811 Shares 32,785 Est. Cost $193.52 Unrealized +72.3%
HD HOME DEPOT INC 0.2%
Value ($000) $9,524 Shares 34,726 Est. Cost $183.00 Unrealized +47.0%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.1%
Value ($000) $8,016 Shares 138,034 Est. Cost $51.54 Unrealized +24.7%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $6,968 Shares 65,559 Est. Cost $42.70 Unrealized +148.1%
OGN ORGANON & CO 0.1%
Value ($000) $6,775 Shares 200,739 Est. Cost $26.95 Unrealized +9.5%
URI UNITED RENTALS INC 0.1%
Value ($000) $6,498 Shares 26,751 Est. Cost $102.79 Unrealized +177.2%
ECL ECOLAB INC 0.1%
Value ($000) $6,318 Shares 41,091 Est. Cost $152.12 Unrealized +4.5%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $5,153 Shares 18,874 Est. Cost $183.79 Unrealized +70.7%
T AT&T INC 0.1%
Value ($000) $4,923 Shares 234,883 Est. Cost $15.67 Unrealized +4.0%
KD KYNDRYL HOLDINGS INC 0.1%
Value ($000) $4,848 Shares 495,720 Est. Cost $16.49 Unrealized -29.4%
IT GARTNER INC 0.1%
Value ($000) $4,277 Shares 17,685 Est. Cost $229.53 Unrealized +15.9%
AMGN AMGEN INC 0.1%
Value ($000) $4,071 Shares 16,731 Est. Cost $110.79 Unrealized +97.3%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $3,376 Shares 7,043 Est. Cost $231.56 Unrealized +109.4%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $3,306 Shares 118,498 Est. Cost $43.78 Unrealized -20.9%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $3,253 Shares 256,578 Est. Cost $28.88 Unrealized -42.3%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $3,231 Shares 22,473 Est. Cost $63.46 Unrealized +116.3%
WBD WARNER BROS. DISCOVERY INC 0.1%
Value ($000) $3,074 Shares 229,098 Est. Cost $18.55 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $2,941 Shares 81,415 Est. Cost $35.87 Unrealized +11.5%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $2,673 Shares 31,215 Est. Cost $52.49 Unrealized +51.6%
PFE PFIZER INC 0.0%
Value ($000) $2,418 Shares 46,126 Est. Cost $20.16 Unrealized +108.3%
INTC INTEL CORP 0.0%
Value ($000) $2,350 Shares 62,821 Est. Cost $24.75 Unrealized +64.2%
FDX FEDEX CORP 0.0%
Value ($000) $2,195 Shares 9,684 Est. Cost $132.50 Unrealized +48.5%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $2,135 Shares 41,940 Est. Cost $36.92 Unrealized +54.0%
ABBV ABBVIE INC 0.0%
Value ($000) $2,084 Shares 13,607 Est. Cost $52.29 Unrealized +156.5%
FTV FORTIVE CORP 0.0%
Value ($000) $2,060 Shares 37,887 Est. Cost $36.53 Unrealized +19.2%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,915 Shares 23,892 Est. Cost $56.22 Unrealized +27.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,816 Shares 35,783 Est. Cost $33.76 Unrealized +18.8%
ABT ABBOTT LABS 0.0%
Value ($000) $1,694 Shares 15,595 Est. Cost $46.60 Unrealized +127.7%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,607 Shares 7,649 Est. Cost $67.69 Unrealized +199.2%
FBIN FORTUNE BRANDS HOME & SECURITY 0.0%
Value ($000) $1,593 Shares 26,611 Est. Cost $41.65 Unrealized +32.3%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $1,576 Shares 6,552 Est. Cost $94.71 Unrealized +133.2%
ADBE ADOBE INC 0.0%
Value ($000) $1,544 Shares 4,217 Est. Cost $86.68 Unrealized +369.5%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1,542 Shares 8,971 Est. Cost $84.08 Unrealized +98.3%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,339 Shares 7,733 Est. Cost $69.80 Unrealized +160.9%
WMT WALMART INC 0.0%
Value ($000) $1,268 Shares 10,428 Est. Cost $30.63 Unrealized +43.7%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1,264 Shares 14,370 Est. Cost $61.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,193 Shares 15,615 Est. Cost $47.41 Unrealized +48.4%
MLKN MILLERKNOLL INC 0.0%
Value ($000) $1,183 Shares 45,019 Est. Cost $26.69 Unrealized 0.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,139 Shares 6,371 Est. Cost $80.39 Unrealized +145.4%
LLY LILLY ELI & CO 0.0%
Value ($000) $1,076 Shares 3,320 Est. Cost $84.14 Unrealized +245.7%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $962 Shares 6,196 Est. Cost $75.88 Unrealized +99.9%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $912 Shares 19,901 Est. Cost $60.36 Unrealized
MMM 3M CO 0.0%
Value ($000) $864 Shares 6,678 Est. Cost $94.85 Unrealized +10.9%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $852 Shares 10,235 Est. Cost $61.45 Unrealized +41.7%
MAS MASCO CORP 0.0%
Value ($000) $784 Shares 15,495 Est. Cost $30.03 Unrealized +64.3%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $779 Shares 3,652 Est. Cost $79.10 Unrealized +164.0%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $757 Shares 10,837 Est. Cost $57.87 Unrealized +24.7%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $741 Shares 11,934 Est. Cost $34.25 Unrealized +67.1%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $715 Shares 3,008 Est. Cost $278.30 Unrealized -8.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $673 Shares 2,726 Est. Cost $136.14 Unrealized +66.3%
TGT TARGET CORP 0.0%
Value ($000) $658 Shares 4,658 Est. Cost $103.97 Unrealized +63.7%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $651 Shares 24,175 Est. Cost $57.14 Unrealized -31.2%
KKR KKR & CO INC 0.0%
Value ($000) $634 Shares 13,706 Est. Cost $21.60 Unrealized +135.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $627 Shares 3,436 Est. Cost $73.51 Unrealized +108.6%
MET METLIFE INC 0.0%
Value ($000) $611 Shares 9,731 Est. Cost $37.62 Unrealized +57.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $582 Shares 6,057 Est. Cost $54.61 Unrealized +62.1%
PLD PROLOGIS INC 0.0%
Value ($000) $565 Shares 4,806 Est. Cost $34.26 Unrealized +260.1%
BROOKFIELD ASSET MGMT INC CL A 0.0%
Value ($000) $560 Shares 12,600 Est. Cost $44.34 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $547 Shares 7,062 Est. Cost $66.79 Unrealized +3.1%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $526 Shares 3,892 Est. Cost $103.36 Unrealized +11.0%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $521 Shares 5,272 Est. Cost $58.43 Unrealized +46.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $510 Shares 6,412 Est. Cost $44.47 Unrealized +84.1%
AZO AUTOZONE INC 0.0%
Value ($000) $499 Shares 232 Est. Cost $650.11 Unrealized +216.4%
BA BOEING CO 0.0%
Value ($000) $492 Shares 3,600 Est. Cost $265.96 Unrealized -44.5%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $487 Shares 19,994 Est. Cost $25.47 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $478 Shares 1,227 Est. Cost $351.31 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $476 Shares 4,436 Est. Cost $72.73 Unrealized +31.1%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $463 Shares 3,024 Est. Cost $63.11 Unrealized +134.4%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $454 Shares 1,841 Est. Cost $151.21 Unrealized +57.7%
HSY HERSHEY CO 0.0%
Value ($000) $448 Shares 2,080 Est. Cost $103.98 Unrealized +91.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $447 Shares 11,409 Est. Cost $38.09 Unrealized +4.9%
ZIMVIE INC 0.0%
Value ($000) $444 Shares 27,757 Est. Cost $22.83 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $430 Shares 7,395 Est. Cost $45.83 Unrealized +32.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $429 Shares 1,272 Est. Cost $354.35 Unrealized -2.5%
SYK STRYKER CORP 0.0%
Value ($000) $424 Shares 2,130 Est. Cost $121.45 Unrealized +86.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $417 Shares 4,387 Est. Cost $59.81 Unrealized +40.5%
NKE NIKE INC CL B 0.0%
Value ($000) $413 Shares 4,043 Est. Cost $66.46 Unrealized +67.5%
AVGO BROADCOM INC 0.0%
Value ($000) $408 Shares 841 Est. Cost $29.57 Unrealized +77.2%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $393 Shares 4,300 Est. Cost $66.51 Unrealized +56.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $378 Shares 3,396 Est. Cost $49.21 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $362 Shares 3,180 Est. Cost $47.96 Unrealized +135.4%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $358 Shares 3,732 Est. Cost $74.58 Unrealized +16.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $324 Shares 1,424 Est. Cost $241.89 Unrealized -6.4%
COP CONOCOPHILLIPS 0.0%
Value ($000) $323 Shares 3,597 Est. Cost $48.95 Unrealized +83.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $304 Shares 4,500 Est. Cost $62.69 Unrealized +15.0%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $304 Shares 1,976 Est. Cost $109.20 Unrealized +38.3%
DOW DOW INC 0.0%
Value ($000) $281 Shares 5,436 Est. Cost $42.20 Unrealized +22.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $270 Shares 4,851 Est. Cost $25.86 Unrealized -2.1%
CSX CSX CORP 0.0%
Value ($000) $265 Shares 9,131 Est. Cost $27.61 Unrealized +12.1%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $257 Shares 1,325 Est. Cost $128.84 Unrealized +47.3%
DE DEERE & CO 0.0%
Value ($000) $249 Shares 832 Est. Cost $338.51 Unrealized +3.3%
BLACKROCK INC 0.0%
Value ($000) $242 Shares 398 Est. Cost $528.84 Unrealized
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $238 Shares 1,128 Est. Cost $366.68 Unrealized -32.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $237 Shares 3,375 Est. Cost $57.53 Unrealized +8.7%
CTVA CORTEVA INC 0.0%
Value ($000) $237 Shares 4,374 Est. Cost $42.05 Unrealized +32.7%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $236 Shares 3,378 Est. Cost $72.07 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $236 Shares 795 Est. Cost $282.82 Unrealized +0.3%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $236 Shares 1,125 Est. Cost $191.01 Unrealized +9.3%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $234 Shares 2,611 Est. Cost $87.53 Unrealized +3.3%
LINDE PLC 0.0%
Value ($000) $220 Shares 766 Est. Cost $161.19 Unrealized
SONY SONY GROUP CORPORATION SPONSOR 0.0%
Value ($000) $209 Shares 2,558 Est. Cost $123.72 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $205 Shares 3,186 Est. Cost $69.39 Unrealized -4.3%
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $204 Shares 2,200 Est. Cost $43.49 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $203 Shares 841 Est. Cost $214.65 Unrealized +4.1%
RADIUS HEALTH INC NEW 0.0%
Value ($000) $104 Shares 10,000 Est. Cost $8.80 Unrealized
TACT TRANSACT TECHNOLOGIES 0.0%
Value ($000) $56 Shares 13,981 Est. Cost $5.53 Unrealized 0.0%
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized 0.0%
EVOLUCIA INC 0.0%
Value ($000) $0 Shares 67,000 Est. Cost Unrealized
SLUP SOLUCORP INDUSTRIES LTD 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.00 Unrealized -79.0%
HARTCOURT COMPANIES INC NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
ANTHRACITE CAP INC 0.0%
Value ($000) $0 Shares 13,772 Est. Cost Unrealized