Douglas Lane & Associates, LLC Diversified Active

Location: New York, NY

CIK: 0001672594 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Apr 17, 2023

Total Value: $6.013B (100.0% shares, 0.0% debt)

Holdings (230)

QCOM QUALCOMM INC 2.8%
Value $170M Shares 1,329,062 Est. Cost $39.19 Unrealized +197.1%
MSFT MICROSOFT CORP 2.5%
Value $152M Shares 528,098 Est. Cost $46.08 Unrealized +441.4%
NVDA NVIDIA CORP 2.3%
Value $136M Shares 487,867 Est. Cost $15.84 Unrealized +36.5%
JPM JPMORGAN CHASE & CO 2.0%
Value $122M Shares 936,265 Est. Cost $62.18 Unrealized +106.1%
BMY BRISTOL-MYERS SQUIBB CO 2.0%
Value $119M Shares 1,719,349 Est. Cost $43.87 Unrealized +40.2%
TMO THERMO FISHER SCIENTIFIC INC 1.9%
Value $112M Shares 195,159 Est. Cost $130.79 Unrealized +327.2%
AXP AMERICAN EXPRESS CO 1.9%
Value $112M Shares 677,473 Est. Cost $65.13 Unrealized +145.7%
GOOG ALPHABET INC CAP STK CL C 1.8%
Value $111M Shares 1,067,575 Est. Cost $107.04 Unrealized -10.5%
V VISA INC CL A 1.8%
Value $110M Shares 486,797 Est. Cost $69.78 Unrealized +212.2%
GM GENERAL MOTORS CO 1.7%
Value $99.81M Shares 2,721,159 Est. Cost $26.30 Unrealized +39.5%
MA MASTERCARD INC CL A 1.6%
Value $96.02M Shares 264,219 Est. Cost $83.42 Unrealized +328.5%
GE GENERAL ELECTRIC CO NEW 1.6%
Value $95.73M Shares 1,001,412 Est. Cost $55.61 Unrealized +18.5%
MS MORGAN STANLEY NEW 1.6%
Value $93.22M Shares 1,061,731 Est. Cost $35.39 Unrealized +139.6%
NSRGY NESTLE S A SPON ADR 1.5%
Value $91.99M Shares 753,978 Est. Cost $83.09 Unrealized
RGA REINSURANCE GROUP AMERICA INC 1.5%
Value $91.66M Shares 690,389 Est. Cost $125.64 Unrealized +12.8%
DEO DIAGEO P L C SPON ADR NEW 1.5%
Value $90.84M Shares 501,384 Est. Cost $119.04 Unrealized
DAL DELTA AIR LINES INC NEW 1.5%
Value $87.82M Shares 2,515,025 Est. Cost $40.05 Unrealized -9.9%
BX BLACKSTONE INC 1.4%
Value $85.35M Shares 971,663 Est. Cost $39.38 Unrealized +106.1%
DHR DANAHER CORP 1.4%
Value $85.33M Shares 338,553 Est. Cost $40.26 Unrealized +456.5%
ZBH ZIMMER BIOMET HOLDINGS INC 1.4%
Value $82.91M Shares 641,729 Est. Cost $118.15 Unrealized +3.5%
MAXAR TECHNOLOGIES LTD 1.4%
Value $82.78M Shares 1,621,272 Est. Cost $11.16 Unrealized
CMCSA COMCAST CORP NEW CL A 1.4%
Value $82.05M Shares 2,164,226 Est. Cost $37.76 Unrealized -8.3%
GDDY GODADDY INC CL A 1.4%
Value $82M Shares 1,055,025 Est. Cost $77.95 Unrealized -1.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 1.4%
Value $81.46M Shares 1,220,781 Est. Cost $58.03 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 1.3%
Value $80.45M Shares 224,970 Est. Cost $518.65 Unrealized -28.0%
PRU PRUDENTIAL FINANCIAL INC 1.3%
Value $79.95M Shares 966,257 Est. Cost $54.20 Unrealized +52.5%
ORCL ORACLE CORP 1.3%
Value $78.88M Shares 848,855 Est. Cost $43.97 Unrealized +92.9%
BAC BANK OF AMERICA CORP 1.3%
Value $78.26M Shares 2,736,516 Est. Cost $22.30 Unrealized +37.1%
GSK GSK PLC SPONSORED ADR 1.3%
Value $76.93M Shares 2,162,290 Est. Cost $30.96 Unrealized
EQIX EQUINIX INC 1.3%
Value $75.77M Shares 105,083 Est. Cost $268.72 Unrealized +146.5%
KO COCA COLA CO 1.2%
Value $74.11M Shares 1,194,693 Est. Cost $41.17 Unrealized +34.6%
CVX CHEVRON CORP NEW 1.2%
Value $73.24M Shares 448,864 Est. Cost $76.28 Unrealized +94.6%
LOW LOWE'S COS INC 1.2%
Value $71.58M Shares 357,974 Est. Cost $70.88 Unrealized +171.2%
IFF INTERNATIONAL FLAVORS & FRAGRA 1.2%
Value $70.98M Shares 771,877 Est. Cost $103.42 Unrealized -11.4%
ILMN ILLUMINA INC 1.2%
Value $70.51M Shares 303,225 Est. Cost $152.58 Unrealized +34.1%
TDG TRANSDIGM GROUP INC 1.1%
Value $68.51M Shares 92,946 Est. Cost $501.03 Unrealized +21.9%
AES AES CORP 1.1%
Value $68.38M Shares 2,839,667 Est. Cost $14.75 Unrealized +51.7%
STZ CONSTELLATION BRANDS INC CL A 1.1%
Value $67.6M Shares 299,279 Est. Cost $168.75 Unrealized +25.0%
SHEL SHELL PLC 1.1%
Value $67.47M Shares 1,172,616 Est. Cost $54.93 Unrealized
IR INGERSOLL-RAND PLC SHS 1.1%
Value $66.72M Shares 1,146,829 Est. Cost $35.84 Unrealized +56.8%
AMT AMERICAN TOWER CORP NEW 1.1%
Value $64.55M Shares 315,875 Est. Cost $127.29 Unrealized +48.9%
JNJ JOHNSON & JOHNSON 1.1%
Value $63.96M Shares 412,671 Est. Cost $130.02 Unrealized +13.7%
EOG EOG RESOURCES INC 1.0%
Value $62.66M Shares 546,631 Est. Cost $58.96 Unrealized +85.4%
DIS DISNEY WALT CO 1.0%
Value $58.98M Shares 589,050 Est. Cost $111.83 Unrealized -11.9%
CVS CVS HEALTH CORP 1.0%
Value $58.68M Shares 789,655 Est. Cost $61.44 Unrealized +22.4%
USB US BANCORP DEL NEW 1.0%
Value $58.53M Shares 1,623,450 Est. Cost $30.86 Unrealized +25.2%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value $58.33M Shares 305,192 Est. Cost $87.52 Unrealized +101.8%
MRK MERCK & CO INC 0.9%
Value $55.7M Shares 523,548 Est. Cost $43.81 Unrealized +125.3%
HLN HALEON PLC 0.9%
Value $54.24M Shares 6,663,769 Est. Cost $7.33 Unrealized
META META PLATFORMS INC CL A 0.9%
Value $52.23M Shares 246,433 Est. Cost $156.02 Unrealized +8.4%
PYPL PAYPAL HOLDINGS INC 0.8%
Value $45.39M Shares 597,751 Est. Cost $57.77 Unrealized +33.0%
AL AIR LEASE CORP CL A 0.7%
Value $45.04M Shares 1,143,933 Est. Cost $26.24 Unrealized +51.3%
TFC TRUIST FINANCIAL CORP 0.7%
Value $44.48M Shares 1,304,333 Est. Cost $40.06 Unrealized -6.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value $40.14M Shares 306,229 Est. Cost $99.79 Unrealized +21.0%
UBER UBER TECHNOLOGIES INC 0.7%
Value $39.19M Shares 1,236,286 Est. Cost $34.39 Unrealized -7.8%
EIX EDISON INTERNATIONAL 0.6%
Value $38.54M Shares 545,974 Est. Cost $51.20 Unrealized +15.6%
PIONEER NATURAL RESOURCES CO 0.6%
Value $36.99M Shares 181,129 Est. Cost $122.70 Unrealized
RACE FERRARI N V 0.6%
Value $36.81M Shares 135,856 Est. Cost $211.04 Unrealized +21.0%
M MACYS INC 0.6%
Value $36.75M Shares 2,101,197 Est. Cost $19.35 Unrealized +9.4%
FCX FREEPORT-MCMORAN INC CL B 0.6%
Value $36.71M Shares 897,399 Est. Cost $33.70 Unrealized +18.7%
APTIV PLC SHS 0.6%
Value $36.51M Shares 325,454 Est. Cost $84.52 Unrealized
AAPL APPLE INC 0.6%
Value $36.5M Shares 221,320 Est. Cost $89.05 Unrealized +63.4%
SLB SCHLUMBERGER LTD 0.6%
Value $34.89M Shares 710,576 Est. Cost $29.30 Unrealized +68.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $34.64M Shares 73,307 Est. Cost $226.08 Unrealized +102.3%
ROP ROPER TECHNOLOGIES INC 0.6%
Value $34.28M Shares 77,786 Est. Cost $385.14 Unrealized +10.2%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value $33.33M Shares 321,319 Est. Cost $106.28 Unrealized -10.4%
SJM SMUCKER J M CO NEW 0.5%
Value $32.94M Shares 209,347 Est. Cost $97.40 Unrealized +40.7%
APA APA CORP 0.5%
Value $32.65M Shares 905,517 Est. Cost $16.01 Unrealized +125.6%
BABA ALIBABA GROUP HOLDING LTD SPON 0.5%
Value $32.21M Shares 315,200 Est. Cost $187.64 Unrealized
MRNA MODERNA INC 0.5%
Value $31.69M Shares 206,333 Est. Cost $170.20 Unrealized -3.1%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.5%
Value $30.73M Shares 374,583 Est. Cost $71.08 Unrealized 0.0%
C CITIGROUP INC NEW 0.5%
Value $30.67M Shares 654,127 Est. Cost $48.28 Unrealized -8.3%
F FORD MOTOR CO 0.5%
Value $30.4M Shares 2,412,957 Est. Cost $6.67 Unrealized +52.9%
MPC MARATHON PETROLEUM CORP 0.5%
Value $29.58M Shares 219,398 Est. Cost $28.35 Unrealized +314.7%
STEELCASE INC CL A 0.5%
Value $29.1M Shares 3,455,636 Est. Cost $10.45 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.5%
Value $28.24M Shares 252,179 Est. Cost $88.88 Unrealized +14.7%
GXO GXO LOGISTICS INC 0.5%
Value $28.11M Shares 557,022 Est. Cost $75.70 Unrealized -34.3%
XPO XPO INC 0.5%
Value $28M Shares 877,843 Est. Cost $18.00 Unrealized +100.0%
LW LAMB WESTON HOLDINGS INC 0.5%
Value $27.79M Shares 265,870 Est. Cost $59.07 Unrealized +58.7%
VMC VULCAN MATERIALS CO 0.5%
Value $27.34M Shares 159,346 Est. Cost $109.15 Unrealized +59.1%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.5%
Value $27.32M Shares 555,824 Est. Cost $70.63 Unrealized
RBLX ROBLOX CORP CL A 0.4%
Value $27.04M Shares 601,141 Est. Cost $80.34 Unrealized -52.4%
SSYS STRATASYS LTD SHS 0.4%
Value $26.56M Shares 1,606,913 Est. Cost $20.28 Unrealized -30.5%
KIM KIMCO REALTY CORP 0.4%
Value $26.23M Shares 1,343,119 Est. Cost $12.97 Unrealized +37.6%
VRSN VERISIGN INC 0.4%
Value $25.62M Shares 121,222 Est. Cost $205.53 Unrealized -0.6%
EA ELECTRONIC ARTS INC 0.4%
Value $24.7M Shares 205,071 Est. Cost $93.95 Unrealized +23.1%
PEP PEPSICO INC 0.4%
Value $24.59M Shares 134,864 Est. Cost $76.19 Unrealized +108.3%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.4%
Value $24.44M Shares 166,742 Est. Cost $114.95 Unrealized +18.6%
AMZN AMAZON.COM INC 0.4%
Value $24.02M Shares 232,552 Est. Cost $122.98 Unrealized -21.4%
ELAN ELANCO ANIMAL HEALTH INC 0.4%
Value $23.17M Shares 2,464,946 Est. Cost $26.47 Unrealized -55.4%
NORDSTROM INC 0.4%
Value $21.1M Shares 1,296,822 Est. Cost $29.74 Unrealized
AA ALCOA CORP 0.4%
Value $21.06M Shares 494,887 Est. Cost $43.25 Unrealized +7.5%
UAL UNITED AIRLINES HOLDINGS INC 0.3%
Value $20.1M Shares 454,338 Est. Cost $51.26 Unrealized -6.5%
NVS NOVARTIS A G SPON ADR 0.3%
Value $19.14M Shares 208,004 Est. Cost $80.65 Unrealized
ADSK AUTODESK INC 0.3%
Value $18.59M Shares 89,297 Est. Cost $244.98 Unrealized -16.0%
RXO INC 0.3%
Value $18.41M Shares 937,618 Est. Cost $17.47 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value $18.25M Shares 226,524 Est. Cost $91.14 Unrealized -17.7%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value $18.12M Shares 74,429 Est. Cost $74.68 Unrealized +191.5%
KD KYNDRYL HOLDINGS INC 0.3%
Value $18.05M Shares 1,222,693 Est. Cost $12.81 Unrealized +10.8%
FLEETCOR TECHNOLOGIES INC 0.3%
Value $17.03M Shares 80,787 Est. Cost $260.81 Unrealized
WBD WARNER BROS. DISCOVERY INC 0.3%
Value $15.84M Shares 1,048,851 Est. Cost $13.16 Unrealized +8.2%
IHRT IHEARTMEDIA INC CL A 0.3%
Value $15.72M Shares 4,031,373 Est. Cost $12.64 Unrealized -49.5%
EXPD EXPEDITORS INTL INC 0.3%
Value $15.57M Shares 141,356 Est. Cost $40.40 Unrealized +159.2%
CB CHUBB LIMITED 0.2%
Value $13.47M Shares 69,352 Est. Cost $124.54 Unrealized +62.8%
CSCO CISCO SYSTEMS INC 0.2%
Value $13.19M Shares 252,402 Est. Cost $18.95 Unrealized +136.7%
MLM MARTIN MARIETTA MATERIALS INC 0.2%
Value $12.58M Shares 35,424 Est. Cost $205.77 Unrealized +67.6%
EL LAUDER ESTEE COS INC CL A 0.2%
Value $11.85M Shares 48,093 Est. Cost $80.09 Unrealized +200.5%
SYF SYNCHRONY FINANCIAL 0.2%
Value $11.53M Shares 396,570 Est. Cost $22.74 Unrealized +38.3%
ISRG INTUITIVE SURGICAL INC NEW 0.2%
Value $11.48M Shares 44,956 Est. Cost $281.94 Unrealized -12.6%
OGN ORGANON & CO 0.2%
Value $10.95M Shares 465,767 Est. Cost $24.35 Unrealized -4.4%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value $10.75M Shares 37,609 Est. Cost $89.90 Unrealized +190.7%
HD HOME DEPOT INC 0.2%
Value $9.264M Shares 31,389 Est. Cost $184.02 Unrealized +54.7%
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.1%
Value $8.913M Shares 637,125 Est. Cost $83.93 Unrealized +22.0%
URI UNITED RENTALS INC 0.1%
Value $8.913M Shares 22,520 Est. Cost $102.79 Unrealized +296.6%
CLF CLEVELAND-CLIFFS INC NEW 0.1%
Value $7.736M Shares 422,046 Est. Cost $19.80 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.1%
Value $6.068M Shares 43,467 Est. Cost $42.70 Unrealized +188.1%
ECL ECOLAB INC 0.1%
Value $5.715M Shares 34,524 Est. Cost $151.79 Unrealized -0.5%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value $5.448M Shares 17,643 Est. Cost $183.79 Unrealized +67.7%
MLKN MILLERKNOLL INC 0.1%
Value $5.331M Shares 260,682 Est. Cost $19.66 Unrealized +3.1%
IT GARTNER INC 0.1%
Value $4.561M Shares 14,001 Est. Cost $230.16 Unrealized +43.6%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value $4.526M Shares 306,820 Est. Cost $26.41 Unrealized -41.0%
ALC ALCON INC ORD SHS 0.1%
Value $4.498M Shares 63,769 Est. Cost $63.23 Unrealized +11.4%
T AT&T INC 0.1%
Value $4.214M Shares 218,911 Est. Cost $15.65 Unrealized +4.5%
AMGN AMGEN INC 0.1%
Value $3.622M Shares 14,982 Est. Cost $110.79 Unrealized +102.2%
NYT NEW YORK TIMES CO CL A 0.1%
Value $3.561M Shares 91,599 Est. Cost $43.14 Unrealized -17.4%
SAFE SAFEHOLD INC 0.1%
Value $3.294M Shares 112,147 Est. Cost $29.37 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $3.268M Shares 21,982 Est. Cost $63.46 Unrealized +109.9%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value $3.268M Shares 6,577 Est. Cost $231.56 Unrealized +103.5%
XOM EXXON MOBIL CORP 0.1%
Value $3.244M Shares 29,579 Est. Cost $53.10 Unrealized +88.7%
TECK TECK RESOURCES LTD CL B 0.0%
Value $2.972M Shares 81,419 Est. Cost $39.69 Unrealized 0.0%
ULTA ULTA BEAUTY INC 0.0%
Value $2.863M Shares 5,247 Est. Cost $249.90 Unrealized +105.4%
LUV SOUTHWEST AIRLINES CO 0.0%
Value $2.272M Shares 69,832 Est. Cost $35.87 Unrealized -11.2%
MOMENTIVE GLOBAL INC 0.0%
Value $2.139M Shares 229,560 Est. Cost $20.28 Unrealized
FDX FEDEX CORP 0.0%
Value $2.037M Shares 8,915 Est. Cost $134.72 Unrealized +41.5%
ABBV ABBVIE INC 0.0%
Value $1.937M Shares 12,155 Est. Cost $54.44 Unrealized +153.7%
PFE PFIZER INC 0.0%
Value $1.924M Shares 47,147 Est. Cost $20.96 Unrealized +74.4%
CORE LABORATORIES 0.0%
Value $1.855M Shares 84,132 Est. Cost $32.55 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $1.729M Shares 23,009 Est. Cost $56.22 Unrealized +23.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $1.692M Shares 5,891 Est. Cost $94.71 Unrealized +185.2%
INTC INTEL CORP 0.0%
Value $1.648M Shares 50,441 Est. Cost $24.75 Unrealized +11.2%
ABT ABBOTT LABS 0.0%
Value $1.618M Shares 15,983 Est. Cost $48.59 Unrealized +105.8%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.0%
Value $1.584M Shares 28,042 Est. Cost $51.54 Unrealized +11.8%
ADBE ADOBE INC 0.0%
Value $1.481M Shares 3,844 Est. Cost $91.72 Unrealized +287.5%
WMT WALMART INC 0.0%
Value $1.476M Shares 10,012 Est. Cost $30.63 Unrealized +49.5%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $1.462M Shares 6,568 Est. Cost $67.69 Unrealized +212.4%
GIS GENERAL MILLS INC 0.0%
Value $1.452M Shares 16,988 Est. Cost $46.98 Unrealized +53.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value $1.351M Shares 13,529 Est. Cost $61.96 Unrealized
SBUX STARBUCKS CORP 0.0%
Value $1.334M Shares 12,808 Est. Cost $47.41 Unrealized +104.7%
CAT CATERPILLAR INC 0.0%
Value $1.271M Shares 5,555 Est. Cost $80.39 Unrealized +186.8%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $1.224M Shares 31,467 Est. Cost $33.76 Unrealized -3.1%
VRSK VERISK ANALYTICS INC 0.0%
Value $1.174M Shares 6,121 Est. Cost $69.80 Unrealized +154.7%
LLY LILLY ELI & CO 0.0%
Value $1.171M Shares 3,411 Est. Cost $96.46 Unrealized +242.0%
ZTS ZOETIS INC CL A 0.0%
Value $1.082M Shares 6,503 Est. Cost $98.85 Unrealized +60.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $919K Shares 5,520 Est. Cost $75.88 Unrealized +110.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $874K Shares 12,542 Est. Cost $35.48 Unrealized +72.3%
BA BOEING CO 0.0%
Value $830K Shares 3,908 Est. Cost $257.32 Unrealized -19.3%
STHO STAR HOLDINGS SHS BEN INT 0.0%
Value $829K Shares 47,672 Est. Cost $19.43 Unrealized 0.0%
TGT TARGET CORP 0.0%
Value $812K Shares 4,901 Est. Cost $105.64 Unrealized +40.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value $778K Shares 14,976 Est. Cost $60.36 Unrealized
MKC MCCORMICK & CO INC 0.0%
Value $762K Shares 9,155 Est. Cost $61.45 Unrealized +15.7%
FTV FORTIVE CORP 0.0%
Value $758K Shares 11,112 Est. Cost $36.53 Unrealized +36.0%
KKR KKR & CO INC 0.0%
Value $743K Shares 14,153 Est. Cost $22.73 Unrealized +131.0%
UNP UNION PACIFIC CORP 0.0%
Value $706K Shares 3,510 Est. Cost $79.10 Unrealized +139.4%
MCD MCDONALDS CORP 0.0%
Value $684K Shares 2,447 Est. Cost $161.66 Unrealized +55.0%
NEE NEXTERA ENERGY INC 0.0%
Value $673K Shares 8,727 Est. Cost $68.10 Unrealized +3.7%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $642K Shares 7,661 Est. Cost $46.57 Unrealized +59.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value $630K Shares 3,245 Est. Cost $76.94 Unrealized +105.5%
MMM 3M CO 0.0%
Value $573K Shares 5,453 Est. Cost $94.85 Unrealized -10.5%
EMR EMERSON ELECTRIC CO 0.0%
Value $569K Shares 6,525 Est. Cost $45.38 Unrealized +82.0%
SYK STRYKER CORP 0.0%
Value $568K Shares 1,991 Est. Cost $121.45 Unrealized +112.2%
WM WASTE MANAGEMENT INC 0.0%
Value $561K Shares 3,437 Est. Cost $73.92 Unrealized +98.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value $555K Shares 5,665 Est. Cost $54.61 Unrealized +69.0%
NKE NIKE INC CL B 0.0%
Value $549K Shares 4,477 Est. Cost $70.64 Unrealized +65.2%
PLD PROLOGIS INC 0.0%
Value $527K Shares 4,224 Est. Cost $38.16 Unrealized +193.3%
MET METLIFE INC 0.0%
Value $506K Shares 8,739 Est. Cost $38.58 Unrealized +60.1%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value $492K Shares 5,062 Est. Cost $58.43 Unrealized +48.8%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value $487K Shares 18,810 Est. Cost $25.47 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value $482K Shares 3,590 Est. Cost $103.36 Unrealized +12.5%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value $462K Shares 1,508 Est. Cost $278.30 Unrealized +13.0%
DPZ DOMINOS PIZZA INC 0.0%
Value $456K Shares 1,383 Est. Cost $351.50 Unrealized -9.2%
SPGI S&P GLOBAL INC 0.0%
Value $455K Shares 1,321 Est. Cost $350.01 Unrealized -1.8%
WFC WELLS FARGO CO NEW 0.0%
Value $440K Shares 11,763 Est. Cost $38.19 Unrealized +6.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value $427K Shares 4,428 Est. Cost $74.11 Unrealized +19.0%
BDX BECTON DICKINSON & CO 0.0%
Value $422K Shares 1,706 Est. Cost $151.21 Unrealized +53.6%
HSY HERSHEY CO 0.0%
Value $416K Shares 1,635 Est. Cost $103.98 Unrealized +108.9%
NVO NOVO-NORDISK A S ADR 0.0%
Value $401K Shares 2,521 Est. Cost $49.21 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $401K Shares 4,187 Est. Cost $59.81 Unrealized +41.8%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $399K Shares 12,250 Est. Cost $21.90 Unrealized +0.7%
BBWI BATH & BODY WORKS INC 0.0%
Value $387K Shares 10,575 Est. Cost $57.14 Unrealized -32.4%
AVGO BROADCOM INC 0.0%
Value $381K Shares 594 Est. Cost $29.87 Unrealized +92.8%
AZO AUTOZONE INC 0.0%
Value $376K Shares 153 Est. Cost $650.11 Unrealized +275.2%
PAYX PAYCHEX INC 0.0%
Value $356K Shares 3,106 Est. Cost $47.96 Unrealized +117.5%
DE DEERE & CO 0.0%
Value $348K Shares 843 Est. Cost $340.94 Unrealized +16.5%
COP CONOCOPHILLIPS 0.0%
Value $344K Shares 3,466 Est. Cost $53.81 Unrealized +84.9%
MAS MASCO CORP 0.0%
Value $338K Shares 6,796 Est. Cost $30.03 Unrealized +62.9%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value $337K Shares 3,699 Est. Cost $74.73 Unrealized +9.8%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value $335K Shares 1,171 Est. Cost $192.98 Unrealized +32.3%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $321K Shares 4,100 Est. Cost $66.51 Unrealized +21.7%
INTU INTUIT INC 0.0%
Value $320K Shares 717 Est. Cost $388.88 Unrealized +3.7%
DD DUPONT DE NEMOURS INC 0.0%
Value $310K Shares 4,315 Est. Cost $25.86 Unrealized +10.8%
GILD GILEAD SCIENCES INC 0.0%
Value $309K Shares 3,721 Est. Cost $71.23 Unrealized +4.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $302K Shares 1,424 Est. Cost $240.01 Unrealized -9.7%
DOW DOW INC 0.0%
Value $291K Shares 5,308 Est. Cost $42.20 Unrealized +12.1%
BLACKROCK INC 0.0%
Value $284K Shares 425 Est. Cost $538.12 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value $274K Shares 1,040 Est. Cost $218.18 Unrealized +13.7%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value $274K Shares 4,500 Est. Cost $62.69 Unrealized -4.7%
PLUG PLUG POWER INC 0.0%
Value $270K Shares 23,059 Est. Cost $14.30 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value $269K Shares 4,464 Est. Cost $42.43 Unrealized +39.3%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $268K Shares 819 Est. Cost $283.19 Unrealized +14.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value $267K Shares 1,437 Est. Cost $109.20 Unrealized +47.8%
LMT LOCKHEED MARTIN CORP 0.0%
Value $263K Shares 556 Est. Cost $428.19 Unrealized +1.2%
KMI KINDER MORGAN INC 0.0%
Value $261K Shares 14,885 Est. Cost $15.18 Unrealized +0.4%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value $260K Shares 3,378 Est. Cost $72.07 Unrealized
CSX CSX CORP 0.0%
Value $256K Shares 8,549 Est. Cost $27.61 Unrealized +6.7%
LIN LINDE PLC SHS 0.0%
Value $243K Shares 683 Est. Cost $322.30 Unrealized 0.0%
HUBB HUBBELL INC 0.0%
Value $231K Shares 950 Est. Cost $199.94 Unrealized +15.0%
NFLX NETFLIX INC 0.0%
Value $229K Shares 663 Est. Cost $33.09 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value $228K Shares 997 Est. Cost $228.84 Unrealized -4.8%
SONY SONY GROUP CORPORATION SPONSOR 0.0%
Value $219K Shares 2,412 Est. Cost $90.65 Unrealized
BF/B BROWN FORMAN CORP CL B 0.0%
Value $215K Shares 3,345 Est. Cost $57.53 Unrealized +6.2%
AGNC AGNC INVT CORP 0.0%
Value $193K Shares 19,100 Est. Cost $10.35 Unrealized
GERN GERON CORP 0.0%
Value $178K Shares 81,900 Est. Cost $2.24 Unrealized +26.8%
SVB FINANCIAL GROUP 0.0%
Value $124K Shares 136,643 Est. Cost $202.20 Unrealized
TACT TRANSACT TECHNOLOGIES 0.0%
Value $74,781 Shares 12,081 Est. Cost $5.53 Unrealized +25.4%
THE CONNOR GROUP DEBT FUND XVI 0.0%
Value $30,000 Shares 30,000 Est. Cost $1.00 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value $15,100 Shares 10,000 Est. Cost $3.22 Unrealized -22.3%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC S 0.0%
Value $14,170 Shares 13,000 Est. Cost $1.46 Unrealized
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value $713 Shares 10,000 Est. Cost $0.10 Unrealized -26.6%
HARTCOURT COMPANIES INC NEW 0.0%
Value $0 Shares 10,000 Est. Cost Unrealized
SLUP SOLUCORP INDUSTRIES LTD 0.0%
Value $0 Shares 17,000 Est. Cost $0.00 Unrealized -91.8%