Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 14, 2022

Total Value ($000): $5,411,931 (100.0% shares, 0.0% debt)

Holdings (216)

QCOM QUALCOMM INC 2.8%
Value ($000) $151,472 Shares 1,340,700 Est. Cost $39.19 Unrealized +224.2%
BMY BRISTOL-MYERS SQUIBB CO 2.4%
Value ($000) $130,886 Shares 1,841,125 Est. Cost $43.87 Unrealized +42.0%
MSFT MICROSOFT CORP 2.4%
Value ($000) $127,845 Shares 548,925 Est. Cost $46.08 Unrealized +457.5%
TMO THERMO FISHER SCIENTIFIC INC 2.0%
Value ($000) $108,503 Shares 213,929 Est. Cost $130.79 Unrealized +323.7%
GOOG ALPHABET INC CAP STK CL C 1.9%
Value ($000) $103,745 Shares 1,078,988 Est. Cost $107.04 Unrealized +3.5%
FRCB FIRST REPUBLIC BANK SAN FRANCI 1.9%
Value ($000) $101,530 Shares 777,708 Est. Cost $82.96 Unrealized +84.3%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $100,313 Shares 959,937 Est. Cost $62.18 Unrealized +69.9%
DHR DANAHER CORP 1.8%
Value ($000) $98,481 Shares 381,281 Est. Cost $40.26 Unrealized +497.8%
STZ CONSTELLATION BRANDS INC CL A 1.7%
Value ($000) $94,206 Shares 410,162 Est. Cost $168.75 Unrealized +36.0%
AXP AMERICAN EXPRESS CO 1.7%
Value ($000) $92,780 Shares 687,714 Est. Cost $65.13 Unrealized +122.5%
RGA REINSURANCE GROUP AMERICA INC 1.7%
Value ($000) $92,110 Shares 732,133 Est. Cost $125.64 Unrealized -2.1%
V VISA INC CL A 1.7%
Value ($000) $90,669 Shares 510,380 Est. Cost $69.78 Unrealized +184.3%
BX BLACKSTONE INC 1.7%
Value ($000) $90,662 Shares 1,083,173 Est. Cost $39.38 Unrealized +121.6%
PRU PRUDENTIAL FINANCIAL INC 1.7%
Value ($000) $90,411 Shares 1,053,984 Est. Cost $54.20 Unrealized +50.3%
LOW LOWE'S COS INC 1.7%
Value ($000) $89,346 Shares 475,723 Est. Cost $70.88 Unrealized +157.3%
GM GENERAL MOTORS CO 1.6%
Value ($000) $89,050 Shares 2,775,015 Est. Cost $26.30 Unrealized +34.8%
MS MORGAN STANLEY NEW 1.6%
Value ($000) $86,578 Shares 1,095,786 Est. Cost $35.39 Unrealized +112.6%
DEO DIAGEO P L C SPON ADR NEW 1.5%
Value ($000) $83,605 Shares 492,345 Est. Cost $117.43 Unrealized
BAC BANK OF AMERICA CORP 1.5%
Value ($000) $82,334 Shares 2,726,300 Est. Cost $22.30 Unrealized +37.2%
GDDY GODADDY INC CL A 1.5%
Value ($000) $79,581 Shares 1,122,763 Est. Cost $77.95 Unrealized -3.4%
MA MASTERCARD INC CL A 1.5%
Value ($000) $78,677 Shares 276,699 Est. Cost $83.42 Unrealized +289.8%
NVDA NVIDIA CORP 1.4%
Value ($000) $77,822 Shares 641,089 Est. Cost $15.84 Unrealized -0.4%
NSRGY NESTLE S A SPON ADR 1.4%
Value ($000) $77,171 Shares 709,335 Est. Cost $80.96 Unrealized
CVX CHEVRON CORP NEW 1.3%
Value ($000) $71,977 Shares 500,987 Est. Cost $76.28 Unrealized +74.1%
CVS CVS HEALTH CORP 1.3%
Value ($000) $71,558 Shares 750,318 Est. Cost $60.39 Unrealized +45.1%
KO COCA COLA CO 1.3%
Value ($000) $71,014 Shares 1,267,650 Est. Cost $41.17 Unrealized +36.2%
AES AES CORP 1.3%
Value ($000) $70,366 Shares 3,113,522 Est. Cost $14.75 Unrealized +39.8%
EOG EOG RESOURCES INC 1.3%
Value ($000) $68,846 Shares 616,184 Est. Cost $58.96 Unrealized +65.6%
DAL DELTA AIR LINES INC NEW 1.3%
Value ($000) $68,429 Shares 2,438,662 Est. Cost $40.23 Unrealized -23.2%
ZBH ZIMMER BIOMET HOLDINGS INC 1.3%
Value ($000) $68,060 Shares 650,980 Est. Cost $118.15 Unrealized -9.9%
AMT AMERICAN TOWER CORP NEW 1.2%
Value ($000) $66,034 Shares 307,564 Est. Cost $125.68 Unrealized +82.0%
SHEL SHELL PLC 1.2%
Value ($000) $63,884 Shares 1,283,850 Est. Cost $54.93 Unrealized
EQIX EQUINIX INC 1.2%
Value ($000) $63,198 Shares 111,100 Est. Cost $268.72 Unrealized +126.8%
USB US BANCORP DEL NEW 1.1%
Value ($000) $60,963 Shares 1,511,984 Est. Cost $30.48 Unrealized +28.7%
ILMN ILLUMINA INC 1.1%
Value ($000) $60,774 Shares 318,539 Est. Cost $152.58 Unrealized +29.7%
ORCL ORACLE CORP 1.1%
Value ($000) $59,292 Shares 970,894 Est. Cost $43.97 Unrealized +59.6%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $58,846 Shares 360,220 Est. Cost $126.49 Unrealized +20.9%
GE GENERAL ELECTRIC CO NEW 1.0%
Value ($000) $55,951 Shares 903,742 Est. Cost $56.42 Unrealized -23.4%
DIS DISNEY WALT CO 1.0%
Value ($000) $55,758 Shares 591,099 Est. Cost $111.96 Unrealized -6.6%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $52,630 Shares 315,207 Est. Cost $87.52 Unrealized +85.3%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.9%
Value ($000) $50,198 Shares 552,664 Est. Cost $108.61 Unrealized -4.3%
TFC TRUIST FINANCIAL CORP 0.9%
Value ($000) $49,890 Shares 1,145,849 Est. Cost $40.47 Unrealized -0.6%
MRK MERCK & CO INC 0.9%
Value ($000) $49,034 Shares 569,366 Est. Cost $43.81 Unrealized +83.6%
TDG TRANSDIGM GROUP INC 0.9%
Value ($000) $48,564 Shares 92,535 Est. Cost $501.00 Unrealized +0.4%
IR INGERSOLL-RAND PLC SHS 0.9%
Value ($000) $47,622 Shares 1,100,843 Est. Cost $35.14 Unrealized +33.6%
GSK GSK PLC SPONSORED ADR 0.9%
Value ($000) $46,781 Shares 1,589,559 Est. Cost $29.43 Unrealized
PYPL PAYPAL HOLDINGS INC 0.9%
Value ($000) $46,175 Shares 536,483 Est. Cost $55.38 Unrealized +59.8%
CHTR CHARTER COMMUNICATIONS INC NEW 0.9%
Value ($000) $46,020 Shares 151,706 Est. Cost $597.26 Unrealized -28.4%
PIONEER NATURAL RESOURCES CO 0.8%
Value ($000) $43,372 Shares 200,307 Est. Cost $122.70 Unrealized
XPO XPO LOGISTICS INC 0.8%
Value ($000) $42,540 Shares 955,515 Est. Cost $18.00 Unrealized +73.0%
CMCSA COMCAST CORP NEW CL A 0.8%
Value ($000) $42,454 Shares 1,447,471 Est. Cost $41.29 Unrealized -18.4%
AL AIR LEASE CORP CL A 0.8%
Value ($000) $42,373 Shares 1,366,425 Est. Cost $26.24 Unrealized +28.1%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 0.8%
Value ($000) $42,194 Shares 934,332 Est. Cost $57.21 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value ($000) $39,914 Shares 335,944 Est. Cost $99.79 Unrealized +15.9%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $39,851 Shares 78,907 Est. Cost $226.08 Unrealized +119.0%
META META PLATFORMS INC CL A 0.7%
Value ($000) $39,500 Shares 291,127 Est. Cost $156.02 Unrealized +3.2%
CB CHUBB LIMITED 0.7%
Value ($000) $38,919 Shares 213,982 Est. Cost $124.54 Unrealized +45.9%
APA APA CORP 0.7%
Value ($000) $38,236 Shares 1,118,352 Est. Cost $16.01 Unrealized +98.8%
UBER UBER TECHNOLOGIES INC 0.7%
Value ($000) $37,551 Shares 1,417,029 Est. Cost $34.39 Unrealized -19.7%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.7%
Value ($000) $36,034 Shares 249,682 Est. Cost $114.95 Unrealized +33.2%
MAXAR TECHNOLOGIES LTD 0.6%
Value ($000) $34,590 Shares 1,847,750 Est. Cost $8.74 Unrealized
SVB FINANCIAL GROUP 0.6%
Value ($000) $33,830 Shares 100,751 Est. Cost $204.52 Unrealized
AMZN AMAZON.COM INC 0.6%
Value ($000) $33,122 Shares 293,118 Est. Cost $123.90 Unrealized +2.0%
AAPL APPLE INC 0.6%
Value ($000) $32,263 Shares 233,455 Est. Cost $89.05 Unrealized +73.3%
BABA ALIBABA GROUP HOLDING LTD SPON 0.6%
Value ($000) $32,110 Shares 401,422 Est. Cost $187.64 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $32,095 Shares 335,550 Est. Cost $106.28 Unrealized +3.5%
MPC MARATHON PETROLEUM CORP 0.6%
Value ($000) $31,986 Shares 322,017 Est. Cost $28.35 Unrealized +206.5%
SJM SMUCKER J M CO NEW 0.6%
Value ($000) $31,897 Shares 232,134 Est. Cost $97.40 Unrealized +24.5%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $31,543 Shares 87,706 Est. Cost $384.57 Unrealized +3.6%
M MACYS INC 0.6%
Value ($000) $30,531 Shares 1,948,341 Est. Cost $19.26 Unrealized -8.0%
ELAN ELANCO ANIMAL HEALTH INC 0.6%
Value ($000) $30,061 Shares 2,422,334 Est. Cost $28.40 Unrealized -38.5%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $30,034 Shares 836,598 Est. Cost $29.30 Unrealized +14.1%
RBLX ROBLOX CORP CL A 0.5%
Value ($000) $29,622 Shares 826,495 Est. Cost $80.34 Unrealized -48.5%
EA ELECTRONIC ARTS INC 0.5%
Value ($000) $28,884 Shares 249,620 Est. Cost $93.95 Unrealized +32.2%
F FORD MOTOR CO 0.5%
Value ($000) $27,935 Shares 2,494,182 Est. Cost $6.67 Unrealized +62.8%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.5%
Value ($000) $27,062 Shares 797,428 Est. Cost $70.63 Unrealized
EIX EDISON INTERNATIONAL 0.5%
Value ($000) $26,569 Shares 469,585 Est. Cost $50.75 Unrealized +11.7%
APTIV PLC SHS 0.5%
Value ($000) $26,188 Shares 334,839 Est. Cost $84.52 Unrealized
C CITIGROUP INC COM NEW 0.5%
Value ($000) $26,109 Shares 626,558 Est. Cost $48.55 Unrealized -10.1%
VMC VULCAN MATERIALS CO 0.5%
Value ($000) $25,257 Shares 160,147 Est. Cost $109.15 Unrealized +44.9%
KIM KIMCO REALTY CORP 0.5%
Value ($000) $24,686 Shares 1,340,891 Est. Cost $12.97 Unrealized +38.0%
STEELCASE INC CL A 0.5%
Value ($000) $24,357 Shares 3,735,696 Est. Cost $10.56 Unrealized
VRSN VERISIGN INC 0.4%
Value ($000) $24,014 Shares 138,251 Est. Cost $205.81 Unrealized -10.9%
NORDSTROM INC 0.4%
Value ($000) $23,459 Shares 1,402,184 Est. Cost $29.74 Unrealized
FLEETCOR TECHNOLOGIES INC 0.4%
Value ($000) $23,438 Shares 133,040 Est. Cost $260.81 Unrealized
PEP PEPSICO INC 0.4%
Value ($000) $23,038 Shares 141,115 Est. Cost $76.19 Unrealized +102.7%
NVS NOVARTIS A G SPON ADR 0.4%
Value ($000) $22,864 Shares 300,806 Est. Cost $80.65 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.4%
Value ($000) $22,235 Shares 247,746 Est. Cost $88.79 Unrealized -4.7%
LW LAMB WESTON HOLDINGS INC 0.4%
Value ($000) $22,229 Shares 287,269 Est. Cost $59.07 Unrealized +24.8%
IHRT IHEARTMEDIA INC CL A 0.4%
Value ($000) $22,013 Shares 3,003,163 Est. Cost $14.46 Unrealized -40.2%
RACE FERRARI N V 0.4%
Value ($000) $21,756 Shares 117,600 Est. Cost $211.86 Unrealized -5.9%
SSYS STRATASYS LTD SHS 0.4%
Value ($000) $20,851 Shares 1,447,011 Est. Cost $21.03 Unrealized -15.4%
GXO GXO LOGISTICS INC 0.4%
Value ($000) $20,835 Shares 594,257 Est. Cost $75.70 Unrealized -41.7%
MRNA MODERNA INC 0.3%
Value ($000) $16,850 Shares 142,493 Est. Cost $173.00 Unrealized -12.3%
ADSK AUTODESK INC 0.3%
Value ($000) $15,628 Shares 83,663 Est. Cost $247.68 Unrealized -18.4%
HLN HALEON PLC 0.3%
Value ($000) $14,644 Shares 2,404,664 Est. Cost $6.09 Unrealized
UAL UNITED AIRLINES HOLDINGS INC 0.3%
Value ($000) $14,048 Shares 431,839 Est. Cost $51.94 Unrealized -28.4%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $13,771 Shares 76,229 Est. Cost $74.68 Unrealized +143.3%
EXPD EXPEDITORS INTL INC 0.2%
Value ($000) $12,603 Shares 142,716 Est. Cost $40.40 Unrealized +137.6%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $12,577 Shares 446,148 Est. Cost $22.74 Unrealized +31.2%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $12,393 Shares 164,779 Est. Cost $100.14 Unrealized -16.1%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $11,144 Shares 51,619 Est. Cost $80.09 Unrealized +200.3%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value ($000) $10,990 Shares 42,714 Est. Cost $89.90 Unrealized +205.6%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $10,904 Shares 272,611 Est. Cost $18.95 Unrealized +111.4%
MLM MARTIN MARIETTA MATERIALS INC 0.2%
Value ($000) $10,469 Shares 32,503 Est. Cost $193.52 Unrealized +71.3%
ISRG INTUITIVE SURGICAL INC NEW 0.2%
Value ($000) $10,124 Shares 54,013 Est. Cost $281.94 Unrealized -23.8%
HD HOME DEPOT INC 0.2%
Value ($000) $9,338 Shares 33,839 Est. Cost $183.00 Unrealized +47.9%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $8,973 Shares 22,365 Est. Cost $249.90 Unrealized +61.2%
ISTAR INC 0.1%
Value ($000) $7,985 Shares 862,341 Est. Cost $23.29 Unrealized
CORE LABORATORIES 0.1%
Value ($000) $7,513 Shares 557,346 Est. Cost $32.55 Unrealized
MOMENTIVE GLOBAL INC 0.1%
Value ($000) $7,145 Shares 1,229,859 Est. Cost $20.28 Unrealized
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $6,998 Shares 65,497 Est. Cost $42.70 Unrealized +132.7%
URI UNITED RENTALS INC 0.1%
Value ($000) $6,992 Shares 25,886 Est. Cost $102.79 Unrealized +174.2%
KD KYNDRYL HOLDINGS INC 0.1%
Value ($000) $5,988 Shares 724,089 Est. Cost $14.57 Unrealized -28.6%
ECL ECOLAB INC 0.1%
Value ($000) $5,641 Shares 39,060 Est. Cost $152.12 Unrealized +2.6%
OGN ORGANON & CO 0.1%
Value ($000) $5,397 Shares 230,632 Est. Cost $26.78 Unrealized -4.2%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $5,061 Shares 18,953 Est. Cost $183.79 Unrealized +54.8%
IT GARTNER INC 0.1%
Value ($000) $4,955 Shares 17,909 Est. Cost $230.16 Unrealized +21.8%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.1%
Value ($000) $3,905 Shares 81,789 Est. Cost $51.54 Unrealized +11.7%
WBD WARNER BROS. DISCOVERY INC 0.1%
Value ($000) $3,720 Shares 323,496 Est. Cost $17.10 Unrealized -20.5%
T AT&T INC 0.1%
Value ($000) $3,717 Shares 242,334 Est. Cost $15.65 Unrealized -3.6%
AMGN AMGEN INC 0.1%
Value ($000) $3,690 Shares 16,369 Est. Cost $110.79 Unrealized +96.7%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $3,565 Shares 124,009 Est. Cost $43.14 Unrealized -31.9%
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $3,358 Shares 122,851 Est. Cost $27.89 Unrealized 0.0%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $3,321 Shares 7,033 Est. Cost $231.56 Unrealized +115.1%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $3,259 Shares 270,688 Est. Cost $28.10 Unrealized -50.4%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $2,816 Shares 22,302 Est. Cost $63.46 Unrealized +105.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,784 Shares 31,887 Est. Cost $53.10 Unrealized +53.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $2,433 Shares 78,890 Est. Cost $35.87 Unrealized -2.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $2,426 Shares 31,668 Est. Cost $46.98 Unrealized +44.3%
PFE PFIZER INC 0.0%
Value ($000) $2,055 Shares 46,968 Est. Cost $20.53 Unrealized +96.9%
ABBV ABBVIE INC 0.0%
Value ($000) $1,880 Shares 14,010 Est. Cost $54.44 Unrealized +133.5%
ZION ZIONS BANCORPORATION N A 0.0%
Value ($000) $1,853 Shares 36,425 Est. Cost $36.92 Unrealized +48.1%
FTV FORTIVE CORP 0.0%
Value ($000) $1,725 Shares 29,596 Est. Cost $36.53 Unrealized +26.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,678 Shares 23,892 Est. Cost $56.22 Unrealized +28.9%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,648 Shares 7,285 Est. Cost $67.69 Unrealized +223.7%
ABT ABBOTT LABS 0.0%
Value ($000) $1,538 Shares 15,891 Est. Cost $47.60 Unrealized +110.1%
INTC INTEL CORP 0.0%
Value ($000) $1,473 Shares 57,168 Est. Cost $24.75 Unrealized +30.6%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $1,391 Shares 5,979 Est. Cost $94.71 Unrealized +139.0%
FDX FEDEX CORP 0.0%
Value ($000) $1,360 Shares 9,158 Est. Cost $132.50 Unrealized +47.7%
WMT WALMART INC 0.0%
Value ($000) $1,337 Shares 10,311 Est. Cost $30.63 Unrealized +37.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1,299 Shares 8,761 Est. Cost $84.08 Unrealized +92.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,297 Shares 34,163 Est. Cost $33.76 Unrealized +5.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,284 Shares 15,236 Est. Cost $47.41 Unrealized +65.3%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,277 Shares 7,491 Est. Cost $69.80 Unrealized +162.0%
FBIN FORTUNE BRANDS HOME & SECURITY 0.0%
Value ($000) $1,161 Shares 21,626 Est. Cost $41.65 Unrealized +23.1%
ADBE ADOBE INC 0.0%
Value ($000) $1,150 Shares 4,178 Est. Cost $86.68 Unrealized +336.5%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1,137 Shares 13,780 Est. Cost $61.50 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $1,046 Shares 3,235 Est. Cost $84.14 Unrealized +266.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,008 Shares 6,146 Est. Cost $80.39 Unrealized +114.2%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $925 Shares 6,196 Est. Cost $75.88 Unrealized +100.8%
MLKN MILLERKNOLL INC 0.0%
Value ($000) $858 Shares 55,027 Est. Cost $26.26 Unrealized -7.3%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $814 Shares 18,571 Est. Cost $60.36 Unrealized
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $733 Shares 22,475 Est. Cost $57.14 Unrealized -43.7%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $729 Shares 10,235 Est. Cost $61.45 Unrealized +26.0%
MMM 3M CO 0.0%
Value ($000) $725 Shares 6,564 Est. Cost $94.85 Unrealized +1.7%
TGT TARGET CORP 0.0%
Value ($000) $722 Shares 4,866 Est. Cost $105.64 Unrealized +35.3%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $706 Shares 3,626 Est. Cost $79.10 Unrealized +158.2%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $654 Shares 11,934 Est. Cost $34.25 Unrealized +65.3%
MET METLIFE INC 0.0%
Value ($000) $621 Shares 10,224 Est. Cost $38.58 Unrealized +49.4%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $602 Shares 10,347 Est. Cost $57.87 Unrealized +18.7%
KKR KKR & CO INC 0.0%
Value ($000) $582 Shares 13,540 Est. Cost $21.60 Unrealized +127.6%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $578 Shares 3,577 Est. Cost $76.94 Unrealized +108.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $562 Shares 7,171 Est. Cost $66.94 Unrealized +15.2%
MAS MASCO CORP 0.0%
Value ($000) $526 Shares 11,265 Est. Cost $30.03 Unrealized +62.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $502 Shares 3,133 Est. Cost $66.36 Unrealized +135.9%
BROOKFIELD ASSET MGMT INC CL A 0.0%
Value ($000) $501 Shares 12,250 Est. Cost $44.34 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $488 Shares 228 Est. Cost $650.11 Unrealized +235.1%
PLD PROLOGIS INC 0.0%
Value ($000) $487 Shares 4,798 Est. Cost $34.26 Unrealized +225.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $485 Shares 2,102 Est. Cost $136.14 Unrealized +73.5%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $475 Shares 19,994 Est. Cost $25.47 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $471 Shares 5,751 Est. Cost $54.61 Unrealized +53.5%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $469 Shares 6,412 Est. Cost $44.47 Unrealized +74.6%
BA BOEING CO 0.0%
Value ($000) $461 Shares 3,811 Est. Cost $259.72 Unrealized -40.9%
HSY HERSHEY CO 0.0%
Value ($000) $456 Shares 2,070 Est. Cost $103.98 Unrealized +97.4%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $455 Shares 11,325 Est. Cost $38.09 Unrealized +3.4%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $451 Shares 7,395 Est. Cost $45.83 Unrealized +32.3%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $436 Shares 5,250 Est. Cost $58.43 Unrealized +38.5%
SYK STRYKER CORP 0.0%
Value ($000) $435 Shares 2,150 Est. Cost $121.45 Unrealized +67.2%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $420 Shares 3,732 Est. Cost $103.36 Unrealized +10.6%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $414 Shares 1,335 Est. Cost $352.13 Unrealized +2.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $408 Shares 1,831 Est. Cost $151.21 Unrealized +55.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $403 Shares 4,336 Est. Cost $72.73 Unrealized +29.3%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $380 Shares 1,508 Est. Cost $278.30 Unrealized -9.9%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $359 Shares 4,187 Est. Cost $59.81 Unrealized +43.6%
PAYX PAYCHEX INC 0.0%
Value ($000) $357 Shares 3,180 Est. Cost $47.96 Unrealized +133.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $349 Shares 1,144 Est. Cost $354.35 Unrealized -1.9%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $345 Shares 4,300 Est. Cost $66.51 Unrealized +36.9%
NKE NIKE INC CL B 0.0%
Value ($000) $331 Shares 3,987 Est. Cost $66.46 Unrealized +52.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $327 Shares 3,193 Est. Cost $48.95 Unrealized +80.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $323 Shares 3,246 Est. Cost $49.21 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $322 Shares 3,719 Est. Cost $74.58 Unrealized +16.8%
DE DEERE & CO 0.0%
Value ($000) $278 Shares 832 Est. Cost $338.51 Unrealized -3.5%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $276 Shares 1,315 Est. Cost $241.89 Unrealized -7.9%
AVGO BROADCOM INC 0.0%
Value ($000) $264 Shares 594 Est. Cost $29.57 Unrealized +62.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $258 Shares 4,500 Est. Cost $62.69 Unrealized -1.2%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $257 Shares 1,663 Est. Cost $109.20 Unrealized +38.9%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $252 Shares 1,125 Est. Cost $191.01 Unrealized +18.8%
CTVA CORTEVA INC 0.0%
Value ($000) $250 Shares 4,374 Est. Cost $42.05 Unrealized +33.6%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $244 Shares 1,325 Est. Cost $128.84 Unrealized +38.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $239 Shares 816 Est. Cost $283.19 Unrealized +4.9%
DOW DOW INC 0.0%
Value ($000) $233 Shares 5,308 Est. Cost $42.20 Unrealized -1.7%
CSX CSX CORP 0.0%
Value ($000) $228 Shares 8,549 Est. Cost $27.61 Unrealized +7.2%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $225 Shares 3,378 Est. Cost $72.07 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $225 Shares 3,375 Est. Cost $57.53 Unrealized +18.3%
BLACKROCK INC 0.0%
Value ($000) $219 Shares 398 Est. Cost $528.84 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $217 Shares 4,315 Est. Cost $25.86 Unrealized -14.0%
HUBB HUBBELL INC 0.0%
Value ($000) $212 Shares 950 Est. Cost $199.94 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $206 Shares 2,557 Est. Cost $87.53 Unrealized -7.7%
GNRC GENERAC HOLDINGS INC 0.0%
Value ($000) $200 Shares 1,123 Est. Cost $366.68 Unrealized -37.5%
ZIMVIE INC 0.0%
Value ($000) $192 Shares 19,454 Est. Cost $22.83 Unrealized
TACT TRANSACT TECHNOLOGIES 0.0%
Value ($000) $44 Shares 12,081 Est. Cost $5.53 Unrealized -21.5%
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized -7.7%
HARTCOURT COMPANIES INC NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
RADIUS HEALTH INC CONTINGENT V 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
SLUP SOLUCORP INDUSTRIES LTD 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.00 Unrealized -79.0%