Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 10, 2024

Total Value ($000): $7,275,751 (100.0% shares, 0.0% debt)

Holdings (238)

NVDA NVIDIA CORP 3.6%
Value ($000) $263,622 Shares 2,170,804 Est. Cost $91.64 Unrealized +28.8%
QCOM QUALCOMM INC 2.6%
Value ($000) $192,709 Shares 1,133,248 Est. Cost $39.19 Unrealized +336.8%
MSFT MICROSOFT CORP 2.4%
Value ($000) $172,348 Shares 400,531 Est. Cost $46.08 Unrealized +818.3%
JPM JPMORGAN CHASE & CO 2.3%
Value ($000) $166,989 Shares 791,945 Est. Cost $62.18 Unrealized +229.6%
GOOG ALPHABET INC CAP STK CL C 2.1%
Value ($000) $155,442 Shares 929,733 Est. Cost $107.04 Unrealized +57.2%
AXP AMERICAN EXPRESS CO 2.0%
Value ($000) $144,464 Shares 532,686 Est. Cost $65.13 Unrealized +276.4%
GDDY GODADDY INC CL A 1.8%
Value ($000) $133,665 Shares 852,561 Est. Cost $77.95 Unrealized +96.1%
RGA REINSURANCE GROUP AMERICA INC 1.7%
Value ($000) $124,777 Shares 572,713 Est. Cost $125.64 Unrealized +69.2%
TDG TRANSDIGM GROUP INC 1.6%
Value ($000) $117,517 Shares 82,345 Est. Cost $501.03 Unrealized +130.0%
GE GE AEROSPACE NEW 1.6%
Value ($000) $117,222 Shares 621,604 Est. Cost $157.95 Unrealized +6.3%
DAL DELTA AIR LINES INC NEW 1.6%
Value ($000) $113,839 Shares 2,241,371 Est. Cost $40.05 Unrealized +7.1%
BX BLACKSTONE INC 1.6%
Value ($000) $113,390 Shares 740,485 Est. Cost $39.38 Unrealized +239.4%
V VISA INC CL A 1.5%
Value ($000) $112,381 Shares 408,734 Est. Cost $69.78 Unrealized +283.7%
TMO THERMO FISHER SCIENTIFIC INC 1.5%
Value ($000) $110,756 Shares 179,051 Est. Cost $130.79 Unrealized +350.4%
MA MASTERCARD INC CL A 1.5%
Value ($000) $106,281 Shares 215,231 Est. Cost $83.42 Unrealized +453.5%
MS MORGAN STANLEY NEW 1.4%
Value ($000) $104,255 Shares 1,000,142 Est. Cost $35.39 Unrealized +173.8%
ORCL ORACLE CORP 1.4%
Value ($000) $99,392 Shares 583,288 Est. Cost $43.97 Unrealized +225.4%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $96,079 Shares 592,860 Est. Cost $135.39 Unrealized +12.8%
IFF INTERNATIONAL FLAVORS & FRAGRA 1.3%
Value ($000) $95,833 Shares 913,308 Est. Cost $94.41 Unrealized +2.3%
AMT AMERICAN TOWER CORP NEW 1.3%
Value ($000) $95,391 Shares 410,177 Est. Cost $138.91 Unrealized +51.7%
BAC BANK OF AMERICA CORP 1.3%
Value ($000) $93,090 Shares 2,346,013 Est. Cost $22.52 Unrealized +72.1%
BMY BRISTOL-MYERS SQUIBB CO 1.3%
Value ($000) $93,085 Shares 1,799,093 Est. Cost $44.01 Unrealized -0.8%
CMCSA COMCAST CORP NEW CL A 1.3%
Value ($000) $92,331 Shares 2,210,469 Est. Cost $37.73 Unrealized +0.1%
NSRGY NESTLE S A SPON ADR 1.3%
Value ($000) $92,299 Shares 916,418 Est. Cost $86.84 Unrealized
IR INGERSOLL-RAND PLC SHS 1.2%
Value ($000) $89,562 Shares 912,403 Est. Cost $35.84 Unrealized +159.0%
HLN HALEON PLC ADR 1.2%
Value ($000) $89,531 Shares 8,462,284 Est. Cost $7.55 Unrealized
GSK GSK PLC SPONSORED ADR 1.2%
Value ($000) $88,852 Shares 2,173,483 Est. Cost $31.29 Unrealized
DHR DANAHER CORP 1.2%
Value ($000) $88,612 Shares 318,726 Est. Cost $40.26 Unrealized +551.8%
EQIX EQUINIX INC 1.2%
Value ($000) $86,470 Shares 97,416 Est. Cost $285.43 Unrealized +178.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 1.1%
Value ($000) $82,854 Shares 1,249,866 Est. Cost $57.87 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW 1.1%
Value ($000) $78,691 Shares 242,813 Est. Cost $478.13 Unrealized -29.7%
KO COCA COLA CO 1.0%
Value ($000) $74,960 Shares 1,043,137 Est. Cost $41.17 Unrealized +59.5%
RXO INC 1.0%
Value ($000) $74,810 Shares 2,671,780 Est. Cost $20.36 Unrealized
FCX FREEPORT-MCMORAN INC CL B 1.0%
Value ($000) $74,084 Shares 1,484,057 Est. Cost $35.49 Unrealized +24.7%
LOW LOWE'S COS INC 1.0%
Value ($000) $73,554 Shares 271,569 Est. Cost $70.88 Unrealized +233.2%
CVS CVS HEALTH CORP 1.0%
Value ($000) $72,450 Shares 1,152,197 Est. Cost $62.12 Unrealized -11.1%
LW LAMB WESTON HOLDINGS INC 1.0%
Value ($000) $71,821 Shares 1,109,375 Est. Cost $77.41 Unrealized -17.4%
AES AES CORP 1.0%
Value ($000) $70,392 Shares 3,509,081 Est. Cost $15.02 Unrealized +9.5%
USB US BANCORP DEL NEW 1.0%
Value ($000) $69,625 Shares 1,522,526 Est. Cost $30.94 Unrealized +32.9%
CVX CHEVRON CORP NEW 0.9%
Value ($000) $66,605 Shares 452,264 Est. Cost $79.07 Unrealized +77.0%
PRU PRUDENTIAL FINANCIAL INC 0.9%
Value ($000) $66,136 Shares 546,126 Est. Cost $54.20 Unrealized +104.0%
META META PLATFORMS INC CL A 0.9%
Value ($000) $65,980 Shares 115,261 Est. Cost $156.02 Unrealized +228.2%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $64,722 Shares 217,377 Est. Cost $241.57 Unrealized +8.9%
DIS DISNEY WALT CO 0.9%
Value ($000) $63,505 Shares 660,206 Est. Cost $109.58 Unrealized -17.3%
PYPL PAYPAL HOLDINGS INC 0.9%
Value ($000) $63,235 Shares 810,391 Est. Cost $58.47 Unrealized +14.1%
DEO DIAGEO P L C SPON ADR NEW 0.9%
Value ($000) $62,918 Shares 448,326 Est. Cost $119.04 Unrealized
APTIV PLC SHS 0.9%
Value ($000) $62,674 Shares 870,348 Est. Cost $78.51 Unrealized
BA BOEING CO 0.9%
Value ($000) $62,138 Shares 408,698 Est. Cost $190.20 Unrealized -9.8%
EOG EOG RESOURCES INC 0.8%
Value ($000) $61,599 Shares 501,089 Est. Cost $58.96 Unrealized +104.2%
MRK MERCK & CO INC 0.8%
Value ($000) $57,143 Shares 503,197 Est. Cost $47.05 Unrealized +140.1%
TFC TRUIST FINANCIAL CORP 0.8%
Value ($000) $56,236 Shares 1,314,836 Est. Cost $38.04 Unrealized +4.1%
ELAN ELANCO ANIMAL HEALTH INC 0.8%
Value ($000) $55,349 Shares 3,767,784 Est. Cost $20.42 Unrealized -31.8%
AA ALCOA CORP 0.8%
Value ($000) $54,859 Shares 1,421,955 Est. Cost $35.25 Unrealized -4.9%
RACE FERRARI N V 0.7%
Value ($000) $53,624 Shares 114,067 Est. Cost $211.04 Unrealized +112.5%
HSY HERSHEY CO 0.7%
Value ($000) $52,723 Shares 274,911 Est. Cost $184.15 Unrealized +1.0%
ROP ROPER TECHNOLOGIES INC 0.7%
Value ($000) $51,298 Shares 92,190 Est. Cost $421.12 Unrealized +29.3%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $50,900 Shares 434,224 Est. Cost $106.61 Unrealized +3.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $48,701 Shares 83,296 Est. Cost $287.77 Unrealized +90.5%
RTX RTX CORP 0.7%
Value ($000) $48,322 Shares 398,829 Est. Cost $81.30 Unrealized +36.6%
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value ($000) $48,162 Shares 217,850 Est. Cost $99.79 Unrealized +89.4%
SHEL SHELL PLC 0.6%
Value ($000) $47,124 Shares 714,542 Est. Cost $54.93 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.6%
Value ($000) $46,527 Shares 180,553 Est. Cost $168.75 Unrealized +42.4%
EIX EDISON INTERNATIONAL 0.6%
Value ($000) $46,417 Shares 532,977 Est. Cost $51.66 Unrealized +47.1%
AMZN AMAZON.COM INC 0.6%
Value ($000) $45,869 Shares 246,169 Est. Cost $121.93 Unrealized +49.6%
XPO XPO INC 0.6%
Value ($000) $45,182 Shares 420,256 Est. Cost $18.00 Unrealized +521.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.6%
Value ($000) $44,939 Shares 416,293 Est. Cost $118.15 Unrealized -8.9%
TECK TECK RESOURCES LTD CL B 0.6%
Value ($000) $44,887 Shares 859,242 Est. Cost $41.15 Unrealized +15.7%
GM GENERAL MOTORS CO 0.6%
Value ($000) $43,740 Shares 975,459 Est. Cost $26.30 Unrealized +73.7%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $43,734 Shares 1,042,526 Est. Cost $35.45 Unrealized +20.4%
STEELCASE INC CL A 0.6%
Value ($000) $43,486 Shares 3,223,555 Est. Cost $10.40 Unrealized
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.6%
Value ($000) $43,171 Shares 460,004 Est. Cost $71.51 Unrealized +17.1%
AAPL APPLE INC 0.6%
Value ($000) $42,555 Shares 182,640 Est. Cost $89.05 Unrealized +149.3%
SPG SIMON PROPERTY GROUP INC NEW 0.6%
Value ($000) $41,654 Shares 246,443 Est. Cost $88.88 Unrealized +66.1%
WDAY WORKDAY INC CL A 0.6%
Value ($000) $40,947 Shares 167,533 Est. Cost $240.37 Unrealized -1.7%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $39,892 Shares 240,533 Est. Cost $106.28 Unrealized +56.9%
C CITIGROUP INC NEW 0.5%
Value ($000) $39,016 Shares 623,259 Est. Cost $48.12 Unrealized +23.5%
CFRUY COMPAGNIE FINANCIERE RICHEMONT 0.5%
Value ($000) $38,588 Shares 2,432,802 Est. Cost $15.27 Unrealized
ILMN ILLUMINA INC 0.5%
Value ($000) $37,864 Shares 290,345 Est. Cost $149.23 Unrealized -17.3%
RBC RBC BEARINGS INC 0.5%
Value ($000) $37,744 Shares 126,073 Est. Cost $273.96 Unrealized +5.0%
CLF CLEVELAND-CLIFFS INC NEW 0.5%
Value ($000) $35,697 Shares 2,795,416 Est. Cost $16.70 Unrealized -18.7%
VMC VULCAN MATERIALS CO 0.5%
Value ($000) $34,718 Shares 138,633 Est. Cost $110.95 Unrealized +121.6%
ADSK AUTODESK INC 0.5%
Value ($000) $34,643 Shares 125,755 Est. Cost $233.25 Unrealized +7.9%
EL LAUDER ESTEE COS INC CL A 0.5%
Value ($000) $34,354 Shares 344,610 Est. Cost $111.89 Unrealized -17.6%
PEP PEPSICO INC 0.5%
Value ($000) $34,164 Shares 200,906 Est. Cost $104.17 Unrealized +56.4%
DOC HEALTHPEAK PROPERTIES INC 0.5%
Value ($000) $33,947 Shares 1,484,325 Est. Cost $19.38 Unrealized +2.1%
KIM KIMCO REALTY CORP 0.4%
Value ($000) $32,458 Shares 1,397,855 Est. Cost $13.28 Unrealized +55.8%
AL AIR LEASE CORP CL A 0.4%
Value ($000) $32,266 Shares 712,428 Est. Cost $26.24 Unrealized +69.8%
MRNA MODERNA INC 0.4%
Value ($000) $31,750 Shares 475,089 Est. Cost $134.13 Unrealized -31.5%
SJM SMUCKER J M CO NEW 0.4%
Value ($000) $30,800 Shares 254,336 Est. Cost $99.65 Unrealized +12.0%
WPM WHEATON PRECIOUS METAL 0.4%
Value ($000) $30,675 Shares 502,217 Est. Cost $44.36 Unrealized +33.0%
UBER UBER TECHNOLOGIES INC 0.4%
Value ($000) $30,226 Shares 402,157 Est. Cost $34.39 Unrealized +104.7%
UAL UNITED AIRLINES HOLDINGS INC 0.4%
Value ($000) $28,764 Shares 504,108 Est. Cost $50.11 Unrealized -7.6%
M MACYS INC 0.4%
Value ($000) $28,763 Shares 1,833,222 Est. Cost $19.16 Unrealized -15.2%
HON HONEYWELL INTERNATIONAL INC 0.4%
Value ($000) $25,576 Shares 123,727 Est. Cost $87.52 Unrealized +115.2%
CRM SALESFORCE INC 0.3%
Value ($000) $24,808 Shares 90,637 Est. Cost $253.82 Unrealized 0.0%
GXO GXO LOGISTICS INC 0.3%
Value ($000) $23,407 Shares 449,538 Est. Cost $75.02 Unrealized -32.5%
KD KYNDRYL HOLDINGS INC 0.3%
Value ($000) $23,407 Shares 1,018,595 Est. Cost $12.97 Unrealized +88.0%
F FORD MOTOR CO 0.3%
Value ($000) $23,311 Shares 2,207,492 Est. Cost $6.67 Unrealized +56.4%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $19,953 Shares 122,477 Est. Cost $28.35 Unrealized +478.3%
WCN WASTE CONNECTIONS INC 0.3%
Value ($000) $19,124 Shares 106,946 Est. Cost $145.72 Unrealized +23.3%
NVS NOVARTIS A G SPON ADR 0.3%
Value ($000) $18,961 Shares 164,853 Est. Cost $81.12 Unrealized
ISRG INTUITIVE SURGICAL INC NEW 0.3%
Value ($000) $18,874 Shares 38,419 Est. Cost $285.96 Unrealized +62.8%
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value ($000) $18,792 Shares 34,912 Est. Cost $217.72 Unrealized +146.3%
EXPD EXPEDITORS INTL INC 0.2%
Value ($000) $17,290 Shares 131,585 Est. Cost $40.40 Unrealized +197.6%
NUE NUCOR CORP 0.2%
Value ($000) $14,668 Shares 97,568 Est. Cost $151.49 Unrealized -3.1%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.2%
Value ($000) $14,656 Shares 68,156 Est. Cost $114.95 Unrealized +77.9%
APA APA CORP 0.2%
Value ($000) $13,385 Shares 547,200 Est. Cost $16.01 Unrealized +64.6%
IHRT IHEARTMEDIA INC CL A 0.2%
Value ($000) $12,789 Shares 6,912,779 Est. Cost $7.76 Unrealized -80.8%
WBD WARNER BROS. DISCOVERY INC 0.2%
Value ($000) $12,503 Shares 1,515,569 Est. Cost $11.72 Unrealized -33.3%
GEV GE VERNOVA INC 0.2%
Value ($000) $12,481 Shares 48,949 Est. Cost $158.10 Unrealized +21.2%
URI UNITED RENTALS INC 0.2%
Value ($000) $12,245 Shares 15,122 Est. Cost $102.79 Unrealized +591.5%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $12,039 Shares 109,316 Est. Cost $91.14 Unrealized -0.8%
BABA ALIBABA GROUP HOLDING LTD SPON 0.2%
Value ($000) $11,498 Shares 108,348 Est. Cost $187.64 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $11,323 Shares 27,944 Est. Cost $184.02 Unrealized +91.6%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.2%
Value ($000) $11,260 Shares 31,853 Est. Cost $89.90 Unrealized +259.0%
ALC ALCON INC ORD SHS 0.1%
Value ($000) $10,411 Shares 104,041 Est. Cost $68.98 Unrealized +35.9%
CF CF INDUSTRIES HOLDINGS INC 0.1%
Value ($000) $10,245 Shares 119,411 Est. Cost $75.21 Unrealized -0.5%
OGN ORGANON & CO 0.1%
Value ($000) $10,171 Shares 531,680 Est. Cost $20.86 Unrealized -5.5%
SSYS STRATASYS LTD SHS 0.1%
Value ($000) $10,155 Shares 1,222,022 Est. Cost $19.47 Unrealized -59.5%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $10,034 Shares 38,289 Est. Cost $74.68 Unrealized +217.7%
ECL ECOLAB INC 0.1%
Value ($000) $9,939 Shares 38,926 Est. Cost $158.64 Unrealized +52.0%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $9,725 Shares 182,730 Est. Cost $18.95 Unrealized +146.9%
WSC WILLSCOT MOBIL MINI HOLDINGS C 0.1%
Value ($000) $7,830 Shares 208,248 Est. Cost $38.16 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $7,320 Shares 15,904 Est. Cost $186.30 Unrealized +137.3%
INTU INTUIT INC 0.1%
Value ($000) $7,297 Shares 11,750 Est. Cost $617.50 Unrealized +2.5%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $6,588 Shares 118,346 Est. Cost $44.35 Unrealized +19.2%
T AT&T INC 0.1%
Value ($000) $6,496 Shares 295,287 Est. Cost $14.79 Unrealized +26.9%
CB CHUBB LIMITED 0.1%
Value ($000) $6,335 Shares 21,966 Est. Cost $124.54 Unrealized +117.4%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.1%
Value ($000) $6,133 Shares 107,154 Est. Cost $70.63 Unrealized
KVUE KENVUE INC 0.1%
Value ($000) $5,334 Shares 230,602 Est. Cost $18.82 Unrealized +4.3%
MLKN MILLERKNOLL INC 0.1%
Value ($000) $5,113 Shares 206,498 Est. Cost $17.66 Unrealized +49.3%
RBLX ROBLOX CORP CL A 0.1%
Value ($000) $4,989 Shares 112,720 Est. Cost $80.34 Unrealized -48.1%
AMGN AMGEN INC 0.1%
Value ($000) $4,620 Shares 14,340 Est. Cost $113.83 Unrealized +175.1%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $4,470 Shares 5,042 Est. Cost $231.56 Unrealized +272.2%
IT GARTNER INC 0.1%
Value ($000) $4,042 Shares 7,976 Est. Cost $230.16 Unrealized +108.9%
VRSN VERISIGN INC 0.1%
Value ($000) $3,977 Shares 20,935 Est. Cost $202.06 Unrealized -11.5%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $3,722 Shares 27,565 Est. Cost $42.70 Unrealized +226.4%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $3,522 Shares 20,336 Est. Cost $68.51 Unrealized +139.7%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $2,362 Shares 10,260 Est. Cost $220.13 Unrealized 0.0%
FDX FEDEX CORP 0.0%
Value ($000) $2,282 Shares 8,337 Est. Cost $137.94 Unrealized +103.9%
LLY LILLY ELI & CO 0.0%
Value ($000) $2,255 Shares 2,545 Est. Cost $96.46 Unrealized +823.0%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $2,115 Shares 42,405 Est. Cost $22.74 Unrealized +107.6%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $2,111 Shares 20,334 Est. Cost $56.22 Unrealized +76.0%
ABBV ABBVIE INC 0.0%
Value ($000) $2,097 Shares 10,621 Est. Cost $61.90 Unrealized +188.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,890 Shares 4,832 Est. Cost $80.39 Unrealized +321.3%
WMT WALMART INC 0.0%
Value ($000) $1,837 Shares 22,755 Est. Cost $47.55 Unrealized +52.5%
ABT ABBOTT LABS 0.0%
Value ($000) $1,781 Shares 15,624 Est. Cost $52.19 Unrealized +105.1%
ADBE ADOBE INC 0.0%
Value ($000) $1,726 Shares 3,333 Est. Cost $105.41 Unrealized +420.3%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1,687 Shares 12,629 Est. Cost $61.96 Unrealized
GRAL GRAIL INC 0.0%
Value ($000) $1,664 Shares 120,918 Est. Cost $15.52 Unrealized -2.3%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $1,618 Shares 8,281 Est. Cost $119.57 Unrealized +51.6%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,507 Shares 5,446 Est. Cost $67.69 Unrealized +274.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,282 Shares 13,149 Est. Cost $49.13 Unrealized +68.6%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,272 Shares 4,746 Est. Cost $69.80 Unrealized +284.2%
VLTO VERALTO CORP 0.0%
Value ($000) $1,174 Shares 10,499 Est. Cost $73.75 Unrealized +42.4%
PFE PFIZER INC 0.0%
Value ($000) $1,087 Shares 37,569 Est. Cost $21.47 Unrealized +24.3%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,073 Shares 4,811 Est. Cost $75.88 Unrealized +185.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $1,026 Shares 13,932 Est. Cost $40.10 Unrealized +67.5%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $994 Shares 2,311 Est. Cost $351.07 Unrealized +21.1%
CPAY CORPAY INC 0.0%
Value ($000) $994 Shares 3,178 Est. Cost $286.94 Unrealized +2.4%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $966 Shares 85,909 Est. Cost $25.98 Unrealized -59.3%
KKR KKR & CO INC 0.0%
Value ($000) $926 Shares 7,090 Est. Cost $23.13 Unrealized +407.6%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $914 Shares 20,348 Est. Cost $33.90 Unrealized +13.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $907 Shares 1,755 Est. Cost $357.43 Unrealized +37.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $870 Shares 29,372 Est. Cost $35.87 Unrealized -25.2%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $838 Shares 7,659 Est. Cost $54.30 Unrealized +93.5%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $805 Shares 3,878 Est. Cost $93.52 Unrealized +118.4%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $779 Shares 2,001 Est. Cost $256.34 Unrealized +46.3%
INTC INTEL CORP 0.0%
Value ($000) $775 Shares 33,053 Est. Cost $25.08 Unrealized -0.7%
AVGO BROADCOM INC 0.0%
Value ($000) $733 Shares 4,251 Est. Cost $146.11 Unrealized +8.1%
TGT TARGET CORP 0.0%
Value ($000) $719 Shares 4,613 Est. Cost $105.64 Unrealized +33.5%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $677 Shares 1,366 Est. Cost $330.43 Unrealized +43.8%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $671 Shares 2,724 Est. Cost $87.04 Unrealized +169.6%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $656 Shares 7,975 Est. Cost $61.65 Unrealized +21.8%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $645 Shares 7,628 Est. Cost $67.54 Unrealized +10.8%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $643 Shares 11,389 Est. Cost $39.33 Unrealized +39.5%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $621 Shares 5,117 Est. Cost $61.58 Unrealized +78.3%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $582 Shares 7,253 Est. Cost $46.96 Unrealized +68.7%
MCD MCDONALDS CORP 0.0%
Value ($000) $582 Shares 1,912 Est. Cost $177.69 Unrealized +50.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $572 Shares 4,805 Est. Cost $70.61 Unrealized
CI THE CIGNA GROUP 0.0%
Value ($000) $547 Shares 1,580 Est. Cost $317.75 Unrealized +5.4%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $480 Shares 7,394 Est. Cost $60.36 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $480 Shares 5,424 Est. Cost $76.70 Unrealized -0.9%
GIS GENERAL MILLS INC 0.0%
Value ($000) $467 Shares 6,320 Est. Cost $47.66 Unrealized +37.7%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $466 Shares 8,776 Est. Cost $21.91 Unrealized +42.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $456 Shares 4,328 Est. Cost $66.91 Unrealized +57.0%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $451 Shares 3,169 Est. Cost $104.83 Unrealized +28.0%
HUBB HUBBELL INC 0.0%
Value ($000) $445 Shares 1,040 Est. Cost $218.36 Unrealized +72.9%
PLD PROLOGIS INC 0.0%
Value ($000) $443 Shares 3,511 Est. Cost $38.16 Unrealized +209.4%
SYK STRYKER CORP 0.0%
Value ($000) $439 Shares 1,214 Est. Cost $238.49 Unrealized +42.8%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $434 Shares 5,391 Est. Cost $53.44 Unrealized +28.2%
MMM 3M CO 0.0%
Value ($000) $431 Shares 3,156 Est. Cost $95.21 Unrealized +25.1%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $423 Shares 1,040 Est. Cost $218.18 Unrealized +66.0%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $418 Shares 14,372 Est. Cost $26.27 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $413 Shares 5,234 Est. Cost $36.53 Unrealized +49.7%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $409 Shares 6,000 Est. Cost $56.44 Unrealized 0.0%
LIN LINDE PLC SHS 0.0%
Value ($000) $406 Shares 852 Est. Cost $344.57 Unrealized +30.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $396 Shares 3,434 Est. Cost $74.98 Unrealized +41.3%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $394 Shares 2,888 Est. Cost $80.39 Unrealized +49.9%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $391 Shares 1,622 Est. Cost $160.02 Unrealized +42.2%
AZO AUTOZONE INC 0.0%
Value ($000) $384 Shares 122 Est. Cost $650.11 Unrealized +372.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $378 Shares 1,829 Est. Cost $127.76 Unrealized +51.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $370 Shares 3,557 Est. Cost $60.55 Unrealized +56.0%
BLACKROCK INC 0.0%
Value ($000) $358 Shares 377 Est. Cost $673.02 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $356 Shares 2,653 Est. Cost $52.65 Unrealized +131.6%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $352 Shares 750 Est. Cost $278.30 Unrealized +53.3%
NFLX NETFLIX INC 0.0%
Value ($000) $348 Shares 491 Est. Cost $35.63 Unrealized +87.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $319 Shares 963 Est. Cost $211.11 Unrealized +42.7%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $301 Shares 995 Est. Cost $228.84 Unrealized +25.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $298 Shares 2,865 Est. Cost $83.71 Unrealized +11.1%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $294 Shares 2,024 Est. Cost $90.79 Unrealized +30.9%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $287 Shares 1,156 Est. Cost $240.01 Unrealized -2.9%
PSX PHILLIPS 66 0.0%
Value ($000) $281 Shares 2,136 Est. Cost $135.12 Unrealized -5.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $262 Shares 2,600 Est. Cost $66.51 Unrealized +46.5%
HIG HARTFORD FINANCIAL SERVICES GR 0.0%
Value ($000) $259 Shares 2,203 Est. Cost $88.72 Unrealized +20.7%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $245 Shares 630 Est. Cost $267.07 Unrealized +28.5%
KLAC KLA CORP 0.0%
Value ($000) $236 Shares 305 Est. Cost $421.77 Unrealized +83.8%
NOG NORTHERN OIL AND GAS INC MN 0.0%
Value ($000) $232 Shares 6,550 Est. Cost $37.81 Unrealized +0.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $232 Shares 3,000 Est. Cost $62.69 Unrealized +16.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $231 Shares 821 Est. Cost $205.84 Unrealized +35.4%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $229 Shares 2,236 Est. Cost $74.73 Unrealized +24.5%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $224 Shares 2,510 Est. Cost $25.97 Unrealized +27.0%
DE DEERE & CO 0.0%
Value ($000) $222 Shares 532 Est. Cost $340.94 Unrealized +8.3%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $214 Shares 2,065 Est. Cost $84.10 Unrealized +8.6%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $213 Shares 897 Est. Cost $209.20 Unrealized +7.4%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $210 Shares 360 Est. Cost $516.36 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $209 Shares 798 Est. Cost $228.05 Unrealized 0.0%
PEG PUBLIC SERVICES ENTERPRISE GRO 0.0%
Value ($000) $207 Shares 2,324 Est. Cost $76.36 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $207 Shares 3,522 Est. Cost $53.80 Unrealized 0.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $203 Shares 1,729 Est. Cost $112.73 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $201 Shares 620 Est. Cost $287.98 Unrealized 0.0%
SNAP SNAP INC CL A 0.0%
Value ($000) $121 Shares 11,267 Est. Cost $14.35 Unrealized -20.5%
TACT TRANSACT TECHNOLOGIES 0.0%
Value ($000) $59 Shares 12,081 Est. Cost $5.53 Unrealized -24.8%
PLUG PLUG POWER INC 0.0%
Value ($000) $52 Shares 23,000 Est. Cost $14.30 Unrealized -84.3%
QURATE RETAIL INC 0.0%
Value ($000) $14 Shares 23,690 Est. Cost $0.63 Unrealized
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.10 Unrealized -49.6%
HARTCOURT COMPANIES INC NEW 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 -97.9%