Douglas Lane & Associates, LLC Diversified Active

Location: New York, NY

CIK: 0001672594 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 17, 2024

Total Value: $6.491B (100.0% shares, 0.0% debt)

Holdings (248)

QCOM QUALCOMM INC 2.9%
Value $186M Shares 1,289,170 Est. Cost $39.19 Unrealized +202.0%
MSFT MICROSOFT CORP 2.6%
Value $167M Shares 444,449 Est. Cost $46.08 Unrealized +660.4%
NVDA NVIDIA CORP 2.5%
Value $162M Shares 326,572 Est. Cost $15.84 Unrealized +192.3%
JPM JPMORGAN CHASE & CO 2.3%
Value $149M Shares 873,754 Est. Cost $62.18 Unrealized +133.0%
GOOG ALPHABET INC CAP STK CL C 2.2%
Value $140M Shares 995,140 Est. Cost $107.04 Unrealized +25.8%
AXP AMERICAN EXPRESS CO 1.8%
Value $118M Shares 632,322 Est. Cost $65.13 Unrealized +141.0%
V VISA INC CL A 1.7%
Value $112M Shares 430,092 Est. Cost $69.78 Unrealized +247.8%
BX BLACKSTONE INC 1.7%
Value $111M Shares 851,237 Est. Cost $39.38 Unrealized +159.2%
GE GENERAL ELECTRIC CO NEW 1.6%
Value $106M Shares 829,307 Est. Cost $55.61 Unrealized +64.5%
RGA REINSURANCE GROUP AMERICA INC 1.6%
Value $104M Shares 642,917 Est. Cost $125.64 Unrealized +23.9%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value $98.68M Shares 185,911 Est. Cost $130.79 Unrealized +267.6%
MA MASTERCARD INC CL A 1.5%
Value $98.48M Shares 230,892 Est. Cost $83.42 Unrealized +376.0%
GDDY GODADDY INC CL A 1.5%
Value $97.71M Shares 920,367 Est. Cost $77.95 Unrealized +14.7%
DAL DELTA AIR LINES INC NEW 1.5%
Value $97.14M Shares 2,414,649 Est. Cost $40.05 Unrealized -11.5%
MS MORGAN STANLEY NEW 1.5%
Value $97.02M Shares 1,040,415 Est. Cost $35.39 Unrealized +111.4%
CHTR CHARTER COMMUNICATIONS INC NEW 1.5%
Value $97M Shares 249,567 Est. Cost $500.77 Unrealized -18.6%
CMCSA COMCAST CORP NEW CL A 1.5%
Value $94.71M Shares 2,159,964 Est. Cost $37.74 Unrealized +6.2%
BAC BANK OF AMERICA CORP 1.4%
Value $93.77M Shares 2,785,118 Est. Cost $22.52 Unrealized +22.6%
GM GENERAL MOTORS CO 1.4%
Value $90.48M Shares 2,518,877 Est. Cost $26.30 Unrealized +15.0%
BMY BRISTOL-MYERS SQUIBB CO 1.4%
Value $88.47M Shares 1,724,181 Est. Cost $44.03 Unrealized +6.8%
NSRGY NESTLE S A SPON ADR 1.3%
Value $87.5M Shares 755,278 Est. Cost $83.53 Unrealized
TDG TRANSDIGM GROUP INC 1.3%
Value $86.5M Shares 85,509 Est. Cost $501.03 Unrealized +60.2%
PRU PRUDENTIAL FINANCIAL INC 1.3%
Value $85.25M Shares 822,009 Est. Cost $54.20 Unrealized +59.8%
CVS CVS HEALTH CORP 1.3%
Value $84.28M Shares 1,067,416 Est. Cost $62.25 Unrealized +5.1%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 1.3%
Value $83.78M Shares 1,296,506 Est. Cost $57.87 Unrealized
GSK GSK PLC SPONSORED ADR 1.3%
Value $82.87M Shares 2,236,164 Est. Cost $31.29 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value $81.59M Shares 520,568 Est. Cost $133.80 Unrealized +7.3%
IR INGERSOLL-RAND PLC SHS 1.3%
Value $81.39M Shares 1,052,406 Est. Cost $35.84 Unrealized +90.4%
AMT AMERICAN TOWER CORP NEW 1.2%
Value $77.13M Shares 357,282 Est. Cost $132.15 Unrealized +32.5%
EQIX EQUINIX INC 1.2%
Value $76.49M Shares 94,976 Est. Cost $268.72 Unrealized +173.0%
DHR DANAHER CORP 1.2%
Value $74.9M Shares 323,749 Est. Cost $40.26 Unrealized +422.4%
USB US BANCORP DEL NEW 1.1%
Value $73.13M Shares 1,689,722 Est. Cost $30.94 Unrealized +7.0%
IFF INTERNATIONAL FLAVORS & FRAGRA 1.1%
Value $72.22M Shares 891,909 Est. Cost $95.68 Unrealized -28.1%
LOW LOWE'S COS INC 1.1%
Value $69.72M Shares 313,256 Est. Cost $70.88 Unrealized +174.7%
DEO DIAGEO P L C SPON ADR NEW 1.1%
Value $69.25M Shares 475,410 Est. Cost $119.04 Unrealized
HLN HALEON PLC ADR 1.0%
Value $67.71M Shares 8,226,794 Est. Cost $7.52 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 1.0%
Value $66.94M Shares 550,056 Est. Cost $118.15 Unrealized -7.5%
AES AES CORP 1.0%
Value $66.76M Shares 3,468,009 Est. Cost $15.01 Unrealized -2.2%
KO COCA COLA CO 1.0%
Value $65.7M Shares 1,114,799 Est. Cost $41.17 Unrealized +29.4%
ORCL ORACLE CORP 1.0%
Value $65.47M Shares 620,945 Est. Cost $43.97 Unrealized +142.7%
CVX CHEVRON CORP NEW 1.0%
Value $64.21M Shares 430,494 Est. Cost $76.28 Unrealized +80.7%
STZ CONSTELLATION BRANDS INC CL A 1.0%
Value $62.49M Shares 258,486 Est. Cost $168.75 Unrealized +35.1%
EOG EOG RESOURCES INC 1.0%
Value $62.31M Shares 515,174 Est. Cost $58.96 Unrealized +96.0%
LW LAMB WESTON HOLDINGS INC 0.9%
Value $61.64M Shares 570,227 Est. Cost $79.52 Unrealized +15.7%
META META PLATFORMS INC CL A 0.9%
Value $60.99M Shares 172,295 Est. Cost $156.02 Unrealized +107.3%
SHEL SHELL PLC 0.9%
Value $60.25M Shares 915,641 Est. Cost $54.93 Unrealized
RXO INC 0.9%
Value $60M Shares 2,579,390 Est. Cost $20.21 Unrealized
ELAN ELANCO ANIMAL HEALTH INC 0.9%
Value $58.52M Shares 3,927,230 Est. Cost $20.48 Unrealized -44.7%
DIS DISNEY WALT CO 0.9%
Value $57.97M Shares 641,992 Est. Cost $109.81 Unrealized -21.5%
HON HONEYWELL INTERNATIONAL INC 0.9%
Value $57.55M Shares 274,427 Est. Cost $87.52 Unrealized +96.9%
FCX FREEPORT-MCMORAN INC CL B 0.9%
Value $57.42M Shares 1,348,746 Est. Cost $34.86 Unrealized +3.0%
TFC TRUIST FINANCIAL CORP 0.9%
Value $55.95M Shares 1,515,429 Est. Cost $38.04 Unrealized -25.8%
UBER UBER TECHNOLOGIES INC 0.9%
Value $55.66M Shares 903,940 Est. Cost $34.39 Unrealized +52.1%
MRK MERCK & CO INC 0.8%
Value $54.89M Shares 503,480 Est. Cost $43.81 Unrealized +121.0%
STEELCASE INC CL A 0.8%
Value $50.22M Shares 3,714,237 Est. Cost $10.40 Unrealized
XPO XPO INC 0.7%
Value $47.92M Shares 547,125 Est. Cost $18.00 Unrealized +352.6%
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value $46.3M Shares 283,079 Est. Cost $99.79 Unrealized +41.8%
CLF CLEVELAND-CLIFFS INC NEW 0.7%
Value $42.95M Shares 2,103,314 Est. Cost $16.79 Unrealized +1.9%
PYPL PAYPAL HOLDINGS INC 0.6%
Value $42.15M Shares 686,347 Est. Cost $57.69 Unrealized -0.9%
AL AIR LEASE CORP CL A 0.6%
Value $41.24M Shares 983,204 Est. Cost $26.24 Unrealized +38.9%
M MACYS INC 0.6%
Value $41.08M Shares 2,041,867 Est. Cost $19.16 Unrealized -24.5%
RACE FERRARI N V 0.6%
Value $40.87M Shares 120,762 Est. Cost $211.04 Unrealized +58.2%
AA ALCOA CORP 0.6%
Value $40.71M Shares 1,197,317 Est. Cost $36.05 Unrealized -26.9%
EIX EDISON INTERNATIONAL 0.6%
Value $39.76M Shares 556,203 Est. Cost $51.40 Unrealized +15.8%
AAPL APPLE INC 0.6%
Value $39.11M Shares 203,162 Est. Cost $89.05 Unrealized +105.3%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value $38.63M Shares 276,529 Est. Cost $106.28 Unrealized +25.5%
ROP ROPER TECHNOLOGIES INC 0.6%
Value $38.61M Shares 70,818 Est. Cost $385.14 Unrealized +31.9%
PIONEER NATURAL RESOURCES CO 0.6%
Value $37.46M Shares 166,577 Est. Cost $122.70 Unrealized
AMZN AMAZON.COM INC 0.6%
Value $37.38M Shares 246,045 Est. Cost $121.93 Unrealized +15.0%
SPG SIMON PROPERTY GROUP INC NEW 0.6%
Value $36.65M Shares 256,953 Est. Cost $88.88 Unrealized +21.9%
ILMN ILLUMINA INC 0.6%
Value $35.83M Shares 257,340 Est. Cost $152.58 Unrealized -24.4%
SLB SCHLUMBERGER LTD 0.5%
Value $34.91M Shares 670,774 Est. Cost $30.07 Unrealized +70.3%
C CITIGROUP INC NEW 0.5%
Value $34.72M Shares 674,992 Est. Cost $48.12 Unrealized -14.1%
APTIV PLC SHS 0.5%
Value $33.97M Shares 378,655 Est. Cost $85.42 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.5%
Value $33.73M Shares 436,253 Est. Cost $71.02 Unrealized -1.7%
MRNA MODERNA INC 0.5%
Value $33.43M Shares 336,138 Est. Cost $148.94 Unrealized -43.5%
UNH UNITEDHEALTH GROUP INC 0.5%
Value $33.31M Shares 63,274 Est. Cost $226.08 Unrealized +126.2%
VMC VULCAN MATERIALS CO 0.5%
Value $33.05M Shares 145,597 Est. Cost $110.95 Unrealized +88.0%
KIM KIMCO REALTY CORP 0.5%
Value $31.13M Shares 1,460,776 Est. Cost $13.28 Unrealized +28.1%
APA APA CORP 0.4%
Value $29.13M Shares 811,946 Est. Cost $16.01 Unrealized +116.3%
ADSK AUTODESK INC 0.4%
Value $29.02M Shares 119,208 Est. Cost $234.24 Unrealized -7.8%
SJM SMUCKER J M CO NEW 0.4%
Value $28.66M Shares 226,776 Est. Cost $98.70 Unrealized +8.2%
F FORD MOTOR CO 0.4%
Value $28.04M Shares 2,300,296 Est. Cost $6.67 Unrealized +44.3%
TECK TECK RESOURCES LTD CL B 0.4%
Value $28.04M Shares 663,366 Est. Cost $40.40 Unrealized -4.9%
GXO GXO LOGISTICS INC 0.4%
Value $27.84M Shares 455,118 Est. Cost $75.70 Unrealized -26.0%
KD KYNDRYL HOLDINGS INC 0.4%
Value $24.63M Shares 1,185,093 Est. Cost $12.97 Unrealized +31.8%
PEP PEPSICO INC 0.4%
Value $23.51M Shares 138,395 Est. Cost $78.22 Unrealized +96.6%
NORDSTROM INC 0.4%
Value $22.93M Shares 1,242,859 Est. Cost $29.61 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS 0.3%
Value $22.43M Shares 109,027 Est. Cost $114.95 Unrealized +55.0%
VRSN VERISIGN INC 0.3%
Value $21.83M Shares 105,981 Est. Cost $205.53 Unrealized +0.4%
MPC MARATHON PETROLEUM CORP 0.3%
Value $21.73M Shares 146,470 Est. Cost $28.35 Unrealized +400.8%
EL LAUDER ESTEE COS INC CL A 0.3%
Value $21.67M Shares 148,154 Est. Cost $116.36 Unrealized +9.3%
IHRT IHEARTMEDIA INC CL A 0.3%
Value $20.71M Shares 7,755,611 Est. Cost $8.00 Unrealized -68.4%
UAL UNITED AIRLINES HOLDINGS INC 0.3%
Value $20.4M Shares 494,346 Est. Cost $50.53 Unrealized -22.2%
WPM WHEATON PRECIOUS METAL 0.3%
Value $20.15M Shares 408,449 Est. Cost $43.90 Unrealized +1.3%
RTX RTX CORPORATION 0.3%
Value $19.29M Shares 229,310 Est. Cost $75.11 Unrealized +0.7%
SSYS STRATASYS LTD SHS 0.3%
Value $19.18M Shares 1,343,018 Est. Cost $19.47 Unrealized -39.9%
RBLX ROBLOX CORP CL A 0.3%
Value $19.05M Shares 416,613 Est. Cost $80.34 Unrealized -54.0%
ITW ILLINOIS TOOL WORKS INC 0.3%
Value $18.49M Shares 70,580 Est. Cost $74.68 Unrealized +204.4%
SWK STANLEY BLACK & DECKER INC 0.3%
Value $18.29M Shares 186,461 Est. Cost $91.14 Unrealized -11.4%
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value $18.07M Shares 36,218 Est. Cost $217.72 Unrealized +104.5%
NVS NOVARTIS A G SPON ADR 0.3%
Value $17.64M Shares 174,711 Est. Cost $80.65 Unrealized
EXPD EXPEDITORS INTL INC 0.3%
Value $17.51M Shares 137,684 Est. Cost $40.40 Unrealized +183.9%
BA BOEING CO 0.3%
Value $16.77M Shares 64,351 Est. Cost $216.50 Unrealized -1.2%
BABA ALIBABA GROUP HOLDING LTD SPON 0.2%
Value $12.96M Shares 167,149 Est. Cost $187.64 Unrealized
ISRG INTUITIVE SURGICAL INC NEW 0.2%
Value $12.96M Shares 38,403 Est. Cost $281.94 Unrealized +5.7%
NUE NUCOR CORP 0.2%
Value $12.87M Shares 73,934 Est. Cost $151.02 Unrealized +1.5%
WBD WARNER BROS. DISCOVERY INC 0.2%
Value $12.46M Shares 1,094,547 Est. Cost $13.09 Unrealized -17.6%
MLKN MILLERKNOLL INC 0.2%
Value $12.24M Shares 458,694 Est. Cost $17.66 Unrealized +34.4%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value $12.12M Shares 34,526 Est. Cost $89.90 Unrealized +247.8%
CSCO CISCO SYSTEMS INC 0.2%
Value $11.43M Shares 226,206 Est. Cost $18.95 Unrealized +153.2%
WCN WASTE CONNECTIONS INC 0.2%
Value $10.81M Shares 72,434 Est. Cost $135.75 Unrealized -0.1%
FLEETCOR TECHNOLOGIES INC 0.2%
Value $10.54M Shares 37,310 Est. Cost $260.81 Unrealized
URI UNITED RENTALS INC 0.2%
Value $10.38M Shares 18,094 Est. Cost $102.79 Unrealized +350.1%
HD HOME DEPOT INC 0.2%
Value $10.19M Shares 29,417 Est. Cost $184.02 Unrealized +59.6%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.2%
Value $9.773M Shares 259,922 Est. Cost $70.63 Unrealized
WDAY WORKDAY INC CL A 0.1%
Value $9.274M Shares 33,595 Est. Cost $238.09 Unrealized 0.0%
ECL ECOLAB INC 0.1%
Value $9.034M Shares 45,545 Est. Cost $158.64 Unrealized +10.8%
KVUE KENVUE INC 0.1%
Value $8.445M Shares 392,231 Est. Cost $18.82 Unrealized -2.2%
ALC ALCON INC ORD SHS 0.1%
Value $7.534M Shares 96,437 Est. Cost $67.97 Unrealized +7.9%
CB CHUBB LIMITED 0.1%
Value $7.063M Shares 31,254 Est. Cost $124.54 Unrealized +71.6%
SYF SYNCHRONY FINANCIAL 0.1%
Value $6.43M Shares 168,379 Est. Cost $22.74 Unrealized +33.4%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value $6.301M Shares 17,667 Est. Cost $186.30 Unrealized +88.4%
T AT&T INC 0.1%
Value $5.614M Shares 334,541 Est. Cost $14.79 Unrealized -3.9%
OGN ORGANON & CO 0.1%
Value $5.202M Shares 360,775 Est. Cost $22.86 Unrealized -46.1%
VLTO VERALTO CORP 0.1%
Value $4.699M Shares 57,120 Est. Cost $73.75 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 0.1%
Value $4.351M Shares 33,467 Est. Cost $42.70 Unrealized +179.5%
AMGN AMGEN INC 0.1%
Value $4.261M Shares 14,795 Est. Cost $113.83 Unrealized +124.1%
IT GARTNER INC 0.1%
Value $4.214M Shares 9,342 Est. Cost $230.16 Unrealized +73.6%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value $4.042M Shares 6,124 Est. Cost $231.56 Unrealized +147.7%
CF CF INDUSTRIES HOLDINGS INC 0.1%
Value $3.728M Shares 46,888 Est. Cost $75.49 Unrealized +0.1%
AAL AMERICAN AIRLINES GROUP INC 0.1%
Value $3.563M Shares 259,297 Est. Cost $25.98 Unrealized -51.7%
NYT NEW YORK TIMES CO CL A 0.1%
Value $3.344M Shares 68,255 Est. Cost $43.14 Unrealized -0.3%
CFRUY COMPAGNIE FIN RICHEMONTAG SWI 0.1%
Value $3.333M Shares 242,375 Est. Cost $13.75 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value $3.263M Shares 22,267 Est. Cost $68.51 Unrealized +105.3%
XOM EXXON MOBIL CORP 0.0%
Value $2.772M Shares 27,722 Est. Cost $55.67 Unrealized +75.3%
RBC RBC BEARINGS INC 0.0%
Value $2.548M Shares 8,943 Est. Cost $245.22 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value $2.319M Shares 3,887 Est. Cost $105.41 Unrealized +447.1%
INTC INTEL CORP 0.0%
Value $2.318M Shares 46,123 Est. Cost $25.08 Unrealized +59.7%
FDX FEDEX CORP 0.0%
Value $2.244M Shares 8,870 Est. Cost $134.72 Unrealized +79.9%
LLY LILLY ELI & CO 0.0%
Value $1.904M Shares 3,267 Est. Cost $96.46 Unrealized +496.2%
ABBV ABBVIE INC 0.0%
Value $1.857M Shares 11,984 Est. Cost $61.90 Unrealized +119.3%
ABT ABBOTT LABS 0.0%
Value $1.774M Shares 16,121 Est. Cost $50.82 Unrealized +89.0%
CL COLGATE PALMOLIVE CO 0.0%
Value $1.728M Shares 21,684 Est. Cost $56.22 Unrealized +27.6%
EA ELECTRONIC ARTS INC 0.0%
Value $1.709M Shares 12,494 Est. Cost $93.95 Unrealized +39.2%
LUV SOUTHWEST AIRLINES CO 0.0%
Value $1.556M Shares 53,861 Est. Cost $35.87 Unrealized -31.0%
CAT CATERPILLAR INC 0.0%
Value $1.544M Shares 5,222 Est. Cost $80.39 Unrealized +212.5%
ZTS ZOETIS INC CL A 0.0%
Value $1.528M Shares 7,739 Est. Cost $112.58 Unrealized +53.5%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value $1.448M Shares 5,288 Est. Cost $94.71 Unrealized +173.7%
WMT WALMART INC 0.0%
Value $1.41M Shares 8,945 Est. Cost $30.63 Unrealized +68.6%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value $1.379M Shares 12,979 Est. Cost $61.96 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value $1.355M Shares 5,816 Est. Cost $67.69 Unrealized +228.0%
PFE PFIZER INC 0.0%
Value $1.324M Shares 45,973 Est. Cost $21.43 Unrealized +23.2%
ULTA ULTA BEAUTY INC 0.0%
Value $1.323M Shares 2,701 Est. Cost $249.90 Unrealized +68.8%
VRSK VERISK ANALYTICS INC 0.0%
Value $1.196M Shares 5,007 Est. Cost $69.80 Unrealized +234.5%
SBUX STARBUCKS CORP 0.0%
Value $1.181M Shares 12,305 Est. Cost $47.41 Unrealized +94.4%
DPZ DOMINOS PIZZA INC 0.0%
Value $1.116M Shares 2,707 Est. Cost $340.40 Unrealized +6.8%
KKR KKR & CO INC 0.0%
Value $945K Shares 11,403 Est. Cost $23.13 Unrealized +188.9%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $928K Shares 4,897 Est. Cost $75.88 Unrealized +146.4%
UNP UNION PACIFIC CORP 0.0%
Value $894K Shares 3,639 Est. Cost $87.04 Unrealized +140.4%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value $868K Shares 11,983 Est. Cost $35.48 Unrealized +81.3%
SPGI S&P GLOBAL INC 0.0%
Value $860K Shares 1,953 Est. Cost $356.29 Unrealized +9.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $816K Shares 21,651 Est. Cost $33.76 Unrealized -8.2%
WM WASTE MANAGEMENT INC 0.0%
Value $770K Shares 4,299 Est. Cost $93.52 Unrealized +73.7%
EMR EMERSON ELECTRIC CO 0.0%
Value $757K Shares 7,781 Est. Cost $51.99 Unrealized +69.4%
AVGO BROADCOM INC 0.0%
Value $706K Shares 632 Est. Cost $32.82 Unrealized +181.0%
TGT TARGET CORP 0.0%
Value $697K Shares 4,895 Est. Cost $105.64 Unrealized +7.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value $675K Shares 7,487 Est. Cost $46.57 Unrealized +65.2%
GIS GENERAL MILLS INC 0.0%
Value $601K Shares 9,220 Est. Cost $46.98 Unrealized +26.7%
MCD MCDONALDS CORP 0.0%
Value $581K Shares 1,960 Est. Cost $165.61 Unrealized +56.2%
MKC MCCORMICK & CO INC 0.0%
Value $548K Shares 8,006 Est. Cost $61.45 Unrealized +0.8%
LIN LINDE PLC SHS 0.0%
Value $543K Shares 1,323 Est. Cost $338.46 Unrealized +13.3%
NKE NIKE INC CL B 0.0%
Value $538K Shares 4,952 Est. Cost $75.60 Unrealized +36.2%
WFC WELLS FARGO CO NEW 0.0%
Value $520K Shares 10,564 Est. Cost $38.19 Unrealized +7.4%
SYK STRYKER CORP 0.0%
Value $511K Shares 1,707 Est. Cost $127.68 Unrealized +115.3%
PLD PROLOGIS INC 0.0%
Value $506K Shares 3,795 Est. Cost $38.16 Unrealized +176.8%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value $496K Shares 5,276 Est. Cost $60.89 Unrealized +37.5%
NVO NOVO-NORDISK A S ADR 0.0%
Value $491K Shares 4,742 Est. Cost $69.65 Unrealized
SSNC SS&C TECHNOLOGIES HOLDINGS INC 0.0%
Value $490K Shares 8,023 Est. Cost $51.54 Unrealized +6.0%
FTV FORTIVE CORP 0.0%
Value $485K Shares 6,584 Est. Cost $36.53 Unrealized +43.0%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value $481K Shares 3,059 Est. Cost $76.94 Unrealized +74.5%
UNILEVER PLC SPON ADR NEW 0.0%
Value $476K Shares 9,825 Est. Cost $60.36 Unrealized
INTU INTUIT INC 0.0%
Value $471K Shares 753 Est. Cost $396.04 Unrealized +37.5%
NEE NEXTERA ENERGY INC 0.0%
Value $467K Shares 7,688 Est. Cost $67.68 Unrealized -21.0%
SDZNY SANDOZ GROUP AG SPONSORED ADS 0.0%
Value $444K Shares 13,802 Est. Cost $32.15 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value $438K Shares 3,700 Est. Cost $66.51 Unrealized +67.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value $421K Shares 4,335 Est. Cost $74.98 Unrealized +11.8%
COP CONOCOPHILLIPS 0.0%
Value $412K Shares 3,551 Est. Cost $57.20 Unrealized +91.8%
ETN EATON CORP PLC SHS 0.0%
Value $410K Shares 1,703 Est. Cost $211.11 Unrealized +2.1%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value $405K Shares 15,388 Est. Cost $25.47 Unrealized
MMM 3M CO 0.0%
Value $397K Shares 3,633 Est. Cost $94.85 Unrealized -20.4%
PGR PROGRESSIVE CORP OHIO 0.0%
Value $395K Shares 2,482 Est. Cost $126.75 Unrealized +13.1%
KMB KIMBERLY CLARK CORP 0.0%
Value $395K Shares 3,252 Est. Cost $104.83 Unrealized +6.1%
BDX BECTON DICKINSON & CO 0.0%
Value $377K Shares 1,545 Est. Cost $151.21 Unrealized +56.4%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value $362K Shares 9,026 Est. Cost $21.91 Unrealized +2.2%
ED CONSOLIDATED EDISON INC 0.0%
Value $359K Shares 3,943 Est. Cost $60.55 Unrealized +37.2%
PAYX PAYCHEX INC 0.0%
Value $346K Shares 2,902 Est. Cost $51.05 Unrealized +117.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value $340K Shares 4,500 Est. Cost $62.69 Unrealized +6.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $332K Shares 861 Est. Cost $287.00 Unrealized +10.7%
CARR CARRIER GLOBAL CORP 0.0%
Value $330K Shares 5,745 Est. Cost $53.44 Unrealized -3.5%
MSI MOTOROLA SOLUTIONS INC NEW 0.0%
Value $329K Shares 1,050 Est. Cost $192.98 Unrealized +53.2%
AZO AUTOZONE INC 0.0%
Value $328K Shares 127 Est. Cost $650.11 Unrealized +298.9%
TXN TEXAS INSTRUMENTS INC 0.0%
Value $328K Shares 1,922 Est. Cost $125.00 Unrealized +16.4%
KLAC KLA CORP 0.0%
Value $316K Shares 543 Est. Cost $407.84 Unrealized +25.3%
HSY HERSHEY CO 0.0%
Value $302K Shares 1,620 Est. Cost $103.98 Unrealized +70.9%
HUBB HUBBELL INC 0.0%
Value $301K Shares 915 Est. Cost $199.94 Unrealized +46.2%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value $289K Shares 762 Est. Cost $278.30 Unrealized +19.8%
DD DUPONT DE NEMOURS INC 0.0%
Value $287K Shares 3,736 Est. Cost $25.97 Unrealized +11.7%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $285K Shares 3,185 Est. Cost $82.19 Unrealized -2.4%
HCA HCA HEALTHCARE INC 0.0%
Value $282K Shares 1,040 Est. Cost $218.18 Unrealized +11.4%
NFLX NETFLIX INC 0.0%
Value $281K Shares 578 Est. Cost $34.44 Unrealized +26.8%
BLACKROCK INC 0.0%
Value $280K Shares 345 Est. Cost $563.51 Unrealized
NOG NORTHERN OIL AND GAS INC MN 0.0%
Value $280K Shares 7,550 Est. Cost $37.81 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value $273K Shares 1,156 Est. Cost $240.01 Unrealized -16.6%
MET METLIFE INC 0.0%
Value $263K Shares 3,979 Est. Cost $38.58 Unrealized +52.3%
DOW DOW INC 0.0%
Value $259K Shares 4,722 Est. Cost $42.20 Unrealized +5.8%
GD GENERAL DYNAMICS CORP 0.0%
Value $258K Shares 995 Est. Cost $228.84 Unrealized +2.4%
ZION ZIONS BANCORPORATION N A 0.0%
Value $258K Shares 5,870 Est. Cost $34.87 Unrealized +3.6%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $253K Shares 3,200 Est. Cost $77.51 Unrealized -6.9%
DE DEERE & CO 0.0%
Value $250K Shares 626 Est. Cost $340.94 Unrealized +7.1%
CSX CSX CORP 0.0%
Value $246K Shares 7,103 Est. Cost $27.61 Unrealized +11.8%
SHW SHERWIN WILLIAMS CO 0.0%
Value $242K Shares 777 Est. Cost $264.03 Unrealized 0.0%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value $234K Shares 1,042 Est. Cost $205.84 Unrealized +12.9%
TJX TJX COS INC NEW 0.0%
Value $228K Shares 2,435 Est. Cost $85.34 Unrealized +2.3%
CPRT COPART INC 0.0%
Value $221K Shares 4,520 Est. Cost $47.24 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.0%
Value $221K Shares 2,731 Est. Cost $71.23 Unrealized +1.4%
BKNG BOOKING HOLDINGS INC 0.0%
Value $220K Shares 62 Est. Cost $3067.93 Unrealized 0.0%
SAFE SAFEHOLD INC 0.0%
Value $218K Shares 9,306 Est. Cost $29.37 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value $217K Shares 2,668 Est. Cost $74.73 Unrealized -4.0%
BBWI BATH & BODY WORKS INC 0.0%
Value $211K Shares 4,900 Est. Cost $31.67 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINES INC 0.0%
Value $211K Shares 520 Est. Cost $199.48 Unrealized -1.9%
IRM IRON MOUNTAIN INC NEW 0.0%
Value $206K Shares 2,944 Est. Cost $58.41 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value $204K Shares 4,251 Est. Cost $42.43 Unrealized +9.7%
LSTR LANDSTAR SYSTEM INC 0.0%
Value $201K Shares 1,039 Est. Cost $193.65 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC 0.0%
Value $201K Shares 1,564 Est. Cost $110.43 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $200K Shares 442 Est. Cost $428.19 Unrealized -2.5%
KMI KINDER MORGAN INC 0.0%
Value $184K Shares 10,450 Est. Cost $15.34 Unrealized 0.0%
GERN GERON CORP 0.0%
Value $150K Shares 70,900 Est. Cost $2.24 Unrealized -13.2%
PLUG PLUG POWER INC 0.0%
Value $104K Shares 23,000 Est. Cost $14.30 Unrealized -63.3%
TACT TRANSACT TECHNOLOGIES 0.0%
Value $84,325 Shares 12,081 Est. Cost $5.53 Unrealized +18.7%
SLNAF SELINA HOSPITALITY PLC ORDINAR 0.0%
Value $46,734 Shares 262,404 Est. Cost $0.72 Unrealized -62.5%
ALLAKOS INC 0.0%
Value $27,439 Shares 10,051 Est. Cost $2.27 Unrealized
HRTX HERON THERAPEUTICS INC 0.0%
Value $17,000 Shares 10,000 Est. Cost $3.22 Unrealized -65.8%
BIOSIG TECHNOLOGIES INC NEW 0.0%
Value $14,154 Shares 29,798 Est. Cost $0.47 Unrealized
ADAPY ADAPTIMMUNE THERAPEUTICS PLC S 0.0%
Value $8,723 Shares 11,000 Est. Cost $1.46 Unrealized
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value $595 Shares 10,000 Est. Cost $0.10 Unrealized -46.7%
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 -97.9%