Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 19, 2023

Total Value ($000): $6,192,447 (100.0% shares, 0.0% debt)

Holdings (239)

NVDA NVIDIA CORP 3.0%
Value ($000) $187,463 Shares 443,155 Est. Cost $15.84 Unrealized +109.4%
MSFT MICROSOFT CORP 2.8%
Value ($000) $173,190 Shares 508,576 Est. Cost $46.08 Unrealized +566.8%
QCOM QUALCOMM INC 2.6%
Value ($000) $158,442 Shares 1,331,000 Est. Cost $39.19 Unrealized +176.4%
JPM JPMORGAN CHASE & CO 2.2%
Value ($000) $134,286 Shares 923,311 Est. Cost $62.18 Unrealized +108.5%
GOOG ALPHABET INC CAP STK CL C 2.1%
Value ($000) $127,609 Shares 1,054,880 Est. Cost $107.04 Unrealized +7.3%
DAL DELTA AIR LINES INC NEW 1.9%
Value ($000) $119,414 Shares 2,511,867 Est. Cost $40.05 Unrealized -10.4%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $115,499 Shares 663,026 Est. Cost $65.13 Unrealized +139.8%
V VISA INC CL A 1.8%
Value ($000) $110,489 Shares 465,257 Est. Cost $69.78 Unrealized +221.7%
BMY BRISTOL-MYERS SQUIBB CO 1.8%
Value ($000) $109,139 Shares 1,706,637 Est. Cost $43.87 Unrealized +34.4%
GE GENERAL ELECTRIC CO NEW 1.7%
Value ($000) $106,191 Shares 966,691 Est. Cost $55.61 Unrealized +43.5%
GM GENERAL MOTORS CO 1.7%
Value ($000) $103,954 Shares 2,695,906 Est. Cost $26.30 Unrealized +27.9%
MA MASTERCARD INC CL A 1.6%
Value ($000) $100,220 Shares 254,819 Est. Cost $83.42 Unrealized +343.4%
TMO THERMO FISHER SCIENTIFIC INC 1.6%
Value ($000) $97,346 Shares 186,575 Est. Cost $130.79 Unrealized +309.2%
RGA REINSURANCE GROUP AMERICA INC 1.5%
Value ($000) $93,730 Shares 675,825 Est. Cost $125.64 Unrealized +13.2%
CMCSA COMCAST CORP NEW CL A 1.5%
Value ($000) $91,620 Shares 2,205,060 Est. Cost $37.74 Unrealized -2.9%
ZBH ZIMMER BIOMET HOLDINGS INC 1.5%
Value ($000) $91,152 Shares 626,044 Est. Cost $118.15 Unrealized +12.3%
NSRGY NESTLE S A SPON ADR 1.5%
Value ($000) $90,311 Shares 750,901 Est. Cost $83.09 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 1.5%
Value ($000) $90,029 Shares 245,064 Est. Cost $504.11 Unrealized -32.3%
MS MORGAN STANLEY NEW 1.5%
Value ($000) $89,935 Shares 1,053,100 Est. Cost $35.39 Unrealized +121.4%
BX BLACKSTONE INC 1.4%
Value ($000) $87,542 Shares 941,612 Est. Cost $39.38 Unrealized +103.6%
DEO DIAGEO P L C SPON ADR NEW 1.4%
Value ($000) $86,400 Shares 498,041 Est. Cost $119.04 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $83,844 Shares 704,036 Est. Cost $43.97 Unrealized +128.3%
TDG TRANSDIGM GROUP INC 1.3%
Value ($000) $82,370 Shares 92,119 Est. Cost $501.03 Unrealized +34.9%
PRU PRUDENTIAL FINANCIAL INC 1.3%
Value ($000) $81,428 Shares 923,007 Est. Cost $54.20 Unrealized +35.6%
EQIX EQUINIX INC 1.3%
Value ($000) $80,313 Shares 102,448 Est. Cost $268.72 Unrealized +157.7%
DHR DANAHER CORP 1.3%
Value ($000) $79,839 Shares 332,664 Est. Cost $40.26 Unrealized +418.5%
BAC BANK OF AMERICA CORP 1.3%
Value ($000) $79,648 Shares 2,776,148 Est. Cost $22.36 Unrealized +19.1%
GSK GSK PLC SPONSORED ADR 1.3%
Value ($000) $79,267 Shares 2,224,102 Est. Cost $31.09 Unrealized
GDDY GODADDY INC CL A 1.2%
Value ($000) $76,805 Shares 1,022,293 Est. Cost $77.95 Unrealized -5.3%
LOW LOWE'S COS INC 1.2%
Value ($000) $76,271 Shares 337,929 Est. Cost $70.88 Unrealized +179.0%
IR INGERSOLL-RAND PLC SHS 1.2%
Value ($000) $74,202 Shares 1,135,283 Est. Cost $35.84 Unrealized +64.6%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $73,953 Shares 446,793 Est. Cost $131.46 Unrealized +13.3%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 1.1%
Value ($000) $71,182 Shares 1,254,966 Est. Cost $58.00 Unrealized
STZ CONSTELLATION BRANDS INC CL A 1.1%
Value ($000) $70,730 Shares 287,367 Est. Cost $168.75 Unrealized +32.0%
KO COCA COLA CO 1.1%
Value ($000) $70,300 Shares 1,167,388 Est. Cost $41.17 Unrealized +39.3%
CVX CHEVRON CORP NEW 1.1%
Value ($000) $69,675 Shares 442,803 Est. Cost $76.28 Unrealized +87.8%
IFF INTERNATIONAL FLAVORS & FRAGRA 1.1%
Value ($000) $68,794 Shares 864,353 Est. Cost $100.93 Unrealized -20.6%
SHEL SHELL PLC 1.1%
Value ($000) $68,244 Shares 1,130,246 Est. Cost $54.93 Unrealized
META META PLATFORMS INC CL A 1.0%
Value ($000) $64,270 Shares 223,953 Est. Cost $156.02 Unrealized +57.1%
CVS CVS HEALTH CORP 1.0%
Value ($000) $63,307 Shares 915,763 Est. Cost $61.83 Unrealized +4.0%
AMT AMERICAN TOWER CORP NEW 1.0%
Value ($000) $63,020 Shares 324,948 Est. Cost $128.71 Unrealized +38.4%
EOG EOG RESOURCES INC 1.0%
Value ($000) $62,460 Shares 545,784 Est. Cost $58.96 Unrealized +77.2%
HON HONEYWELL INTERNATIONAL INC 1.0%
Value ($000) $62,386 Shares 300,656 Est. Cost $87.52 Unrealized +100.6%
AES AES CORP 1.0%
Value ($000) $60,477 Shares 2,917,382 Est. Cost $14.87 Unrealized +31.2%
MRK MERCK & CO INC 0.9%
Value ($000) $58,635 Shares 508,143 Est. Cost $43.81 Unrealized +138.5%
HLN HALEON PLC 0.9%
Value ($000) $58,632 Shares 6,996,652 Est. Cost $7.38 Unrealized
ILMN ILLUMINA INC 0.9%
Value ($000) $55,747 Shares 297,332 Est. Cost $152.58 Unrealized +32.7%
USB US BANCORP DEL NEW 0.9%
Value ($000) $53,882 Shares 1,630,809 Est. Cost $30.86 Unrealized -8.0%
DIS DISNEY WALT CO 0.9%
Value ($000) $52,967 Shares 593,270 Est. Cost $111.83 Unrealized -17.2%
UBER UBER TECHNOLOGIES INC 0.8%
Value ($000) $52,062 Shares 1,205,969 Est. Cost $34.39 Unrealized +8.1%
XPO XPO INC 0.8%
Value ($000) $49,940 Shares 846,447 Est. Cost $18.00 Unrealized +151.5%
AL AIR LEASE CORP CL A 0.7%
Value ($000) $45,437 Shares 1,085,718 Est. Cost $26.24 Unrealized +44.1%
TFC TRUIST FINANCIAL CORP 0.7%
Value ($000) $44,097 Shares 1,452,958 Est. Cost $38.72 Unrealized -30.4%
RACE FERRARI N V 0.7%
Value ($000) $43,215 Shares 132,882 Est. Cost $211.04 Unrealized +38.1%
AAPL APPLE INC 0.7%
Value ($000) $41,786 Shares 215,425 Est. Cost $89.05 Unrealized +93.2%
FCX FREEPORT-MCMORAN INC CL B 0.7%
Value ($000) $41,077 Shares 1,026,931 Est. Cost $34.08 Unrealized +7.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value ($000) $40,832 Shares 305,150 Est. Cost $99.79 Unrealized +18.3%
RXO INC 0.7%
Value ($000) $40,272 Shares 1,776,429 Est. Cost $19.93 Unrealized
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $39,769 Shares 595,976 Est. Cost $57.77 Unrealized +17.7%
EIX EDISON INTERNATIONAL 0.6%
Value ($000) $38,618 Shares 556,054 Est. Cost $51.40 Unrealized +21.2%
PIONEER NATURAL RESOURCES CO 0.6%
Value ($000) $37,470 Shares 180,858 Est. Cost $122.70 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $37,317 Shares 311,753 Est. Cost $106.28 Unrealized +7.5%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $37,027 Shares 77,012 Est. Cost $385.14 Unrealized +15.6%
VMC VULCAN MATERIALS CO 0.6%
Value ($000) $36,766 Shares 163,083 Est. Cost $110.95 Unrealized +69.4%
F FORD MOTOR CO 0.6%
Value ($000) $35,959 Shares 2,376,659 Est. Cost $6.67 Unrealized +60.2%
M MACYS INC 0.6%
Value ($000) $34,779 Shares 2,166,901 Est. Cost $19.25 Unrealized -16.9%
AMZN AMAZON.COM INC 0.6%
Value ($000) $34,437 Shares 264,172 Est. Cost $121.93 Unrealized -6.3%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $34,051 Shares 70,845 Est. Cost $226.08 Unrealized +105.6%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $33,602 Shares 684,072 Est. Cost $29.30 Unrealized +51.9%
GXO GXO LOGISTICS INC 0.5%
Value ($000) $33,399 Shares 531,663 Est. Cost $75.70 Unrealized -25.9%
APTIV PLC SHS 0.5%
Value ($000) $32,729 Shares 320,585 Est. Cost $84.52 Unrealized
MRNA MODERNA INC 0.5%
Value ($000) $31,635 Shares 260,367 Est. Cost $162.56 Unrealized -17.9%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.5%
Value ($000) $31,215 Shares 384,233 Est. Cost $71.29 Unrealized +11.5%
ELAN ELANCO ANIMAL HEALTH INC 0.5%
Value ($000) $30,970 Shares 3,078,526 Est. Cost $23.05 Unrealized -59.7%
APA APA CORP 0.5%
Value ($000) $30,920 Shares 904,883 Est. Cost $16.01 Unrealized +97.4%
C CITIGROUP INC NEW 0.5%
Value ($000) $30,490 Shares 662,255 Est. Cost $48.21 Unrealized -11.4%
SJM SMUCKER J M CO NEW 0.5%
Value ($000) $30,133 Shares 204,059 Est. Cost $97.40 Unrealized +42.2%
SPG SIMON PROPERTY GROUP INC NEW 0.5%
Value ($000) $29,409 Shares 254,667 Est. Cost $88.88 Unrealized +6.3%
SSYS STRATASYS LTD SHS 0.5%
Value ($000) $28,170 Shares 1,586,126 Est. Cost $20.28 Unrealized -22.8%
STEELCASE INC CL A 0.5%
Value ($000) $28,144 Shares 3,650,363 Est. Cost $10.31 Unrealized
KIM KIMCO REALTY CORP 0.4%
Value ($000) $27,646 Shares 1,401,903 Est. Cost $13.12 Unrealized +26.0%
NORDSTROM INC 0.4%
Value ($000) $26,919 Shares 1,315,064 Est. Cost $29.61 Unrealized
LW LAMB WESTON HOLDINGS INC 0.4%
Value ($000) $26,635 Shares 231,708 Est. Cost $59.07 Unrealized +79.4%
VRSN VERISIGN INC 0.4%
Value ($000) $26,481 Shares 117,188 Est. Cost $205.53 Unrealized +6.3%
UAL UNITED AIRLINES HOLDINGS INC 0.4%
Value ($000) $26,154 Shares 476,653 Est. Cost $51.07 Unrealized -7.5%
BABA ALIBABA GROUP HOLDING LTD SPON 0.4%
Value ($000) $25,158 Shares 301,831 Est. Cost $187.64 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.4%
Value ($000) $24,973 Shares 150,773 Est. Cost $114.95 Unrealized +26.0%
PEP PEPSICO INC 0.4%
Value ($000) $24,773 Shares 133,748 Est. Cost $76.19 Unrealized +123.9%
AA ALCOA CORP 0.4%
Value ($000) $24,632 Shares 725,965 Est. Cost $40.67 Unrealized -13.6%
ADSK AUTODESK INC 0.4%
Value ($000) $23,203 Shares 113,401 Est. Cost $235.41 Unrealized -15.1%
MPC MARATHON PETROLEUM CORP 0.4%
Value ($000) $23,157 Shares 198,599 Est. Cost $28.35 Unrealized +287.7%
RBLX ROBLOX CORP CL A 0.4%
Value ($000) $22,706 Shares 563,436 Est. Cost $80.34 Unrealized -50.0%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.4%
Value ($000) $21,695 Shares 512,702 Est. Cost $70.63 Unrealized
IHRT IHEARTMEDIA INC CL A 0.3%
Value ($000) $20,700 Shares 5,686,902 Est. Cost $9.92 Unrealized -66.5%
NVS NOVARTIS A G SPON ADR 0.3%
Value ($000) $19,671 Shares 194,937 Est. Cost $80.65 Unrealized
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $18,869 Shares 201,360 Est. Cost $91.14 Unrealized -18.3%
CLF CLEVELAND-CLIFFS INC NEW 0.3%
Value ($000) $18,798 Shares 1,121,576 Est. Cost $17.35 Unrealized -8.6%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value ($000) $18,324 Shares 73,248 Est. Cost $74.68 Unrealized +194.1%
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value ($000) $17,500 Shares 37,904 Est. Cost $217.72 Unrealized +78.4%
EXPD EXPEDITORS INTL INC 0.3%
Value ($000) $16,962 Shares 140,029 Est. Cost $40.40 Unrealized +172.1%
KD KYNDRYL HOLDINGS INC 0.3%
Value ($000) $16,159 Shares 1,216,764 Est. Cost $12.81 Unrealized +5.6%
FLEETCOR TECHNOLOGIES INC 0.3%
Value ($000) $15,717 Shares 62,599 Est. Cost $260.81 Unrealized
ISRG INTUITIVE SURGICAL INC NEW 0.2%
Value ($000) $15,374 Shares 44,960 Est. Cost $281.94 Unrealized +7.3%
WBD WARNER BROS. DISCOVERY INC 0.2%
Value ($000) $13,557 Shares 1,081,113 Est. Cost $13.15 Unrealized -1.3%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $12,835 Shares 248,061 Est. Cost $18.95 Unrealized +140.2%
SYF SYNCHRONY FINANCIAL 0.2%
Value ($000) $12,076 Shares 356,025 Est. Cost $22.74 Unrealized +26.7%
OGN ORGANON & CO 0.2%
Value ($000) $11,479 Shares 551,613 Est. Cost $23.53 Unrealized -18.8%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value ($000) $11,420 Shares 37,007 Est. Cost $89.90 Unrealized +211.1%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $10,711 Shares 54,543 Est. Cost $94.46 Unrealized +113.4%
CB CHUBB LIMITED 0.2%
Value ($000) $10,370 Shares 53,854 Est. Cost $124.54 Unrealized +52.4%
HD HOME DEPOT INC 0.2%
Value ($000) $9,820 Shares 31,614 Est. Cost $184.02 Unrealized +50.2%
URI UNITED RENTALS INC 0.2%
Value ($000) $9,366 Shares 21,030 Est. Cost $102.79 Unrealized +251.2%
TECK TECK RESOURCES LTD CL B 0.1%
Value ($000) $7,809 Shares 185,495 Est. Cost $41.53 Unrealized +3.5%
ALC ALCON INC ORD SHS 0.1%
Value ($000) $6,300 Shares 76,723 Est. Cost $65.35 Unrealized +15.9%
ECL ECOLAB INC 0.1%
Value ($000) $6,243 Shares 33,439 Est. Cost $151.79 Unrealized +10.2%
MLKN MILLERKNOLL INC 0.1%
Value ($000) $6,210 Shares 420,184 Est. Cost $17.72 Unrealized -18.0%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $6,124 Shares 17,959 Est. Cost $186.30 Unrealized +75.2%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value ($000) $5,716 Shares 318,610 Est. Cost $25.98 Unrealized -43.6%
WPM WHEATON PRECIOUS METAL 0.1%
Value ($000) $4,684 Shares 108,375 Est. Cost $46.42 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $4,671 Shares 39,819 Est. Cost $42.70 Unrealized +151.0%
NUE NUCOR CORP 0.1%
Value ($000) $4,390 Shares 26,774 Est. Cost $140.25 Unrealized 0.0%
IT GARTNER INC 0.1%
Value ($000) $4,296 Shares 12,264 Est. Cost $230.16 Unrealized +41.5%
T AT&T INC 0.1%
Value ($000) $3,803 Shares 238,452 Est. Cost $15.58 Unrealized -5.1%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $3,557 Shares 6,608 Est. Cost $231.56 Unrealized +110.4%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $3,358 Shares 31,311 Est. Cost $55.67 Unrealized +78.9%
AMGN AMGEN INC 0.1%
Value ($000) $3,306 Shares 14,891 Est. Cost $110.79 Unrealized +92.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $3,278 Shares 21,602 Est. Cost $63.46 Unrealized +122.7%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $3,190 Shares 81,005 Est. Cost $43.14 Unrealized -14.5%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $2,568 Shares 19,796 Est. Cost $93.95 Unrealized +33.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $2,358 Shares 65,111 Est. Cost $35.87 Unrealized -17.7%
FDX FEDEX CORP 0.0%
Value ($000) $2,198 Shares 8,865 Est. Cost $134.72 Unrealized +60.4%
ADBE ADOBE INC 0.0%
Value ($000) $1,966 Shares 4,021 Est. Cost $105.41 Unrealized +282.2%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $1,832 Shares 3,893 Est. Cost $249.90 Unrealized +96.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,773 Shares 23,009 Est. Cost $56.22 Unrealized +29.7%
ABT ABBOTT LABS 0.0%
Value ($000) $1,753 Shares 16,084 Est. Cost $48.59 Unrealized +108.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $1,734 Shares 5,788 Est. Cost $94.71 Unrealized +180.1%
PFE PFIZER INC 0.0%
Value ($000) $1,709 Shares 46,579 Est. Cost $20.96 Unrealized +58.5%
ABBV ABBVIE INC 0.0%
Value ($000) $1,673 Shares 12,417 Est. Cost $56.11 Unrealized +138.3%
LLY LILLY ELI & CO 0.0%
Value ($000) $1,599 Shares 3,409 Est. Cost $96.46 Unrealized +326.6%
WMT WALMART INC 0.0%
Value ($000) $1,521 Shares 9,675 Est. Cost $30.63 Unrealized +59.8%
INTC INTEL CORP 0.0%
Value ($000) $1,485 Shares 44,399 Est. Cost $24.75 Unrealized +24.2%
CLB CORE LABORATORIES INC 0.0%
Value ($000) $1,364 Shares 58,679 Est. Cost $22.46 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,347 Shares 6,128 Est. Cost $67.69 Unrealized +200.3%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1,333 Shares 13,429 Est. Cost $61.96 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $1,324 Shares 5,383 Est. Cost $80.39 Unrealized +165.9%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1,285 Shares 7,463 Est. Cost $107.76 Unrealized +56.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,263 Shares 12,750 Est. Cost $47.41 Unrealized +105.1%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,243 Shares 5,499 Est. Cost $69.80 Unrealized +195.9%
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.0%
Value ($000) $1,117 Shares 18,430 Est. Cost $51.54 Unrealized +10.3%
GIS GENERAL MILLS INC 0.0%
Value ($000) $1,104 Shares 14,389 Est. Cost $46.98 Unrealized +65.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,034 Shares 5,495 Est. Cost $75.88 Unrealized +124.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $1,027 Shares 27,612 Est. Cost $33.76 Unrealized -7.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $895 Shares 12,272 Est. Cost $35.48 Unrealized +93.2%
SAFE SAFEHOLD INC 0.0%
Value ($000) $875 Shares 36,853 Est. Cost $29.37 Unrealized
BA BOEING CO 0.0%
Value ($000) $823 Shares 3,898 Est. Cost $257.32 Unrealized -19.3%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $777 Shares 8,905 Est. Cost $61.45 Unrealized +34.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $766 Shares 14,691 Est. Cost $60.36 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $759 Shares 13,553 Est. Cost $22.73 Unrealized +126.2%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $734 Shares 4,233 Est. Cost $89.88 Unrealized +76.6%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $728 Shares 2,161 Est. Cost $334.30 Unrealized -9.1%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $718 Shares 3,510 Est. Cost $79.10 Unrealized +136.4%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $691 Shares 7,649 Est. Cost $50.48 Unrealized +58.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $691 Shares 9,315 Est. Cost $68.22 Unrealized +2.6%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $686 Shares 7,661 Est. Cost $46.57 Unrealized +58.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $686 Shares 1,712 Est. Cost $351.78 Unrealized +1.7%
FTV FORTIVE CORP 0.0%
Value ($000) $650 Shares 8,695 Est. Cost $36.53 Unrealized +36.7%
TGT TARGET CORP 0.0%
Value ($000) $646 Shares 4,901 Est. Cost $105.64 Unrealized +27.8%
MCD MCDONALDS CORP 0.0%
Value ($000) $612 Shares 2,051 Est. Cost $161.66 Unrealized +68.9%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $582 Shares 3,246 Est. Cost $76.94 Unrealized +100.9%
NKE NIKE INC CL B 0.0%
Value ($000) $563 Shares 5,099 Est. Cost $75.60 Unrealized +47.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $560 Shares 5,718 Est. Cost $54.61 Unrealized +69.0%
SYK STRYKER CORP 0.0%
Value ($000) $553 Shares 1,811 Est. Cost $121.45 Unrealized +131.6%
AVGO BROADCOM INC 0.0%
Value ($000) $546 Shares 630 Est. Cost $32.09 Unrealized +114.2%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $534 Shares 5,465 Est. Cost $60.35 Unrealized +40.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $530 Shares 3,841 Est. Cost $104.83 Unrealized +20.0%
MMM 3M CO 0.0%
Value ($000) $524 Shares 5,236 Est. Cost $94.85 Unrealized -18.2%
PLD PROLOGIS INC 0.0%
Value ($000) $501 Shares 4,087 Est. Cost $38.16 Unrealized +195.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $498 Shares 11,672 Est. Cost $38.19 Unrealized -1.4%
LIN LINDE PLC SHS 0.0%
Value ($000) $481 Shares 1,261 Est. Cost $336.32 Unrealized +4.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $443 Shares 1,676 Est. Cost $151.21 Unrealized +60.0%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $438 Shares 16,610 Est. Cost $25.47 Unrealized
MET METLIFE INC 0.0%
Value ($000) $421 Shares 7,454 Est. Cost $38.58 Unrealized +32.7%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $408 Shares 2,521 Est. Cost $49.21 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $405 Shares 1,620 Est. Cost $103.98 Unrealized +134.1%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $389 Shares 4,303 Est. Cost $60.55 Unrealized +44.2%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $370 Shares 2,056 Est. Cost $124.21 Unrealized +28.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $369 Shares 3,298 Est. Cost $51.05 Unrealized +97.9%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $353 Shares 3,937 Est. Cost $74.11 Unrealized +14.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $351 Shares 3,389 Est. Cost $53.81 Unrealized +75.6%
KLAC KLA CORP 0.0%
Value ($000) $347 Shares 715 Est. Cost $407.84 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value ($000) $343 Shares 1,171 Est. Cost $192.98 Unrealized +44.1%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $333 Shares 3,700 Est. Cost $66.51 Unrealized +28.8%
INTU INTUIT INC 0.0%
Value ($000) $329 Shares 717 Est. Cost $388.88 Unrealized +10.8%
DE DEERE & CO 0.0%
Value ($000) $327 Shares 808 Est. Cost $340.94 Unrealized +7.9%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $316 Shares 1,040 Est. Cost $218.18 Unrealized +24.7%
AZO AUTOZONE INC 0.0%
Value ($000) $314 Shares 126 Est. Cost $650.11 Unrealized +292.3%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $311 Shares 3,699 Est. Cost $74.73 Unrealized +7.0%
HUBB HUBBELL INC 0.0%
Value ($000) $308 Shares 930 Est. Cost $199.94 Unrealized +33.6%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $308 Shares 4,315 Est. Cost $25.86 Unrealized +5.1%
STHO STAR HOLDINGS SHS BEN INT 0.0%
Value ($000) $303 Shares 20,622 Est. Cost $19.43 Unrealized -18.5%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $300 Shares 8,926 Est. Cost $21.90 Unrealized -5.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $294 Shares 4,500 Est. Cost $62.69 Unrealized -5.3%
DOW DOW INC 0.0%
Value ($000) $283 Shares 5,308 Est. Cost $42.20 Unrealized +7.2%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $266 Shares 1,174 Est. Cost $240.01 Unrealized -16.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $263 Shares 3,416 Est. Cost $71.23 Unrealized +1.9%
PGR PROGRESSIVE CORP OHIO 0.0%
Value ($000) $262 Shares 1,980 Est. Cost $122.56 Unrealized 0.0%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $259 Shares 3,209 Est. Cost $77.51 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $258 Shares 559 Est. Cost $428.19 Unrealized +0.8%
CTVA CORTEVA INC 0.0%
Value ($000) $253 Shares 4,420 Est. Cost $42.43 Unrealized +33.5%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $252 Shares 758 Est. Cost $278.30 Unrealized +6.5%
CSX CSX CORP 0.0%
Value ($000) $251 Shares 7,363 Est. Cost $27.61 Unrealized +10.2%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $248 Shares 769 Est. Cost $283.19 Unrealized +8.7%
GERN GERON CORP 0.0%
Value ($000) $244 Shares 75,900 Est. Cost $2.24 Unrealized +27.0%
PLUG PLUG POWER INC 0.0%
Value ($000) $240 Shares 23,059 Est. Cost $14.30 Unrealized -36.3%
BLACKROCK INC 0.0%
Value ($000) $239 Shares 346 Est. Cost $538.12 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $233 Shares 1,062 Est. Cost $203.16 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value ($000) $230 Shares 4,006 Est. Cost $30.03 Unrealized +66.3%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $223 Shares 3,345 Est. Cost $57.53 Unrealized +5.0%
BBWI BATH & BODY WORKS INC 0.0%
Value ($000) $222 Shares 5,925 Est. Cost $57.14 Unrealized -40.7%
NFLX NETFLIX INC 0.0%
Value ($000) $219 Shares 497 Est. Cost $33.09 Unrealized +11.3%
SONY SONY GROUP CORPORATION SPONSOR 0.0%
Value ($000) $217 Shares 2,412 Est. Cost $90.65 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $215 Shares 997 Est. Cost $228.84 Unrealized -10.6%
KMI KINDER MORGAN INC 0.0%
Value ($000) $207 Shares 12,036 Est. Cost $15.18 Unrealized -2.6%
CPRT COPART INC 0.0%
Value ($000) $206 Shares 2,260 Est. Cost $41.46 Unrealized 0.0%
LSTR LANDSTAR SYSTEM INC 0.0%
Value ($000) $200 Shares 1,039 Est. Cost $192.54 Unrealized
FRCB FIRST REPUBLIC BANK SAN FRANCI 0.0%
Value ($000) $174 Shares 316,956 Est. Cost $83.93 Unrealized -95.1%
AGNC AGNC INVT CORP 0.0%
Value ($000) $128 Shares 12,600 Est. Cost $10.35 Unrealized
TACT TRANSACT TECHNOLOGIES 0.0%
Value ($000) $108 Shares 12,081 Est. Cost $5.53 Unrealized +27.4%
SVB FINANCIAL GROUP 0.0%
Value ($000) $42 Shares 80,917 Est. Cost $202.20 Unrealized
THE CONNOR GROUP DEBT FUND XVI 0.0%
Value ($000) $30 Shares 30,000 Est. Cost $1.00 Unrealized
BIEL BIOELECTRONICS CORP 0.0%
Value ($000) $25 Shares 45,024,333 Est. Cost $0.00 Unrealized 0.0%
GTII GLOBAL TECH INDS GROUP INC 0.0%
Value ($000) $17 Shares 21,043 Est. Cost $1.19 Unrealized 0.0%
ADAPY ADAPTIMMUNE THERAPEUTICS PLC S 0.0%
Value ($000) $12 Shares 13,000 Est. Cost $1.46 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value ($000) $12 Shares 10,000 Est. Cost $3.22 Unrealized -44.6%
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized -33.2%
AXTG AXIS TECHNOLOGIES GROUP INC 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.00 Unrealized 0.0%
PLYZ PLYZER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1,499,999 Est. Cost $0.00 Unrealized 0.0%
SLUP SOLUCORP INDUSTRIES LTD 0.0%
Value ($000) $0 Shares 17,000 Est. Cost $0.00 Unrealized -97.9%
HARTCOURT COMPANIES INC NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized