Douglas Lane & Associates, LLC Diversified Active

CIK: 0001672594 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 9, 2025

Total Value ($000): $6,785,926 (100.0% shares, 0.0% debt)

Holdings (236)

NVDA NVIDIA CORP 3.1%
Value ($000) $210,690 Shares 1,943,995 Est. Cost $91.64 Unrealized +38.3%
JPM JPMORGAN CHASE & CO 2.7%
Value ($000) $183,191 Shares 746,805 Est. Cost $62.18 Unrealized +303.5%
QCOM QUALCOMM INC 2.5%
Value ($000) $167,404 Shares 1,089,797 Est. Cost $39.19 Unrealized +307.5%
MSFT MICROSOFT CORP 2.2%
Value ($000) $146,739 Shares 390,897 Est. Cost $46.08 Unrealized +779.2%
GOOG ALPHABET INC CAP STK CL C 2.1%
Value ($000) $142,932 Shares 914,883 Est. Cost $107.04 Unrealized +70.5%
V VISA INC CL A 2.1%
Value ($000) $139,136 Shares 397,010 Est. Cost $69.78 Unrealized +382.0%
GDDY GODADDY INC CL A 2.0%
Value ($000) $133,860 Shares 743,090 Est. Cost $77.95 Unrealized +145.1%
AXP AMERICAN EXPRESS CO 1.9%
Value ($000) $128,170 Shares 476,381 Est. Cost $65.13 Unrealized +349.0%
GE GE AEROSPACE NEW 1.7%
Value ($000) $114,463 Shares 571,884 Est. Cost $157.95 Unrealized +23.9%
TDG TRANSDIGM GROUP INC 1.7%
Value ($000) $114,293 Shares 82,624 Est. Cost $501.03 Unrealized +149.0%
RGA REINSURANCE GROUP AMERICA INC 1.7%
Value ($000) $113,927 Shares 578,602 Est. Cost $127.41 Unrealized +62.7%
MA MASTERCARD INC CL A 1.7%
Value ($000) $113,598 Shares 207,250 Est. Cost $83.42 Unrealized +549.7%
MS MORGAN STANLEY NEW 1.6%
Value ($000) $110,869 Shares 950,276 Est. Cost $35.39 Unrealized +255.7%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $102,435 Shares 617,675 Est. Cost $136.05 Unrealized +12.1%
BMY BRISTOL-MYERS SQUIBB CO 1.5%
Value ($000) $101,619 Shares 1,666,159 Est. Cost $44.01 Unrealized +26.0%
NSRGY NESTLE S A SPON ADR 1.5%
Value ($000) $99,294 Shares 983,326 Est. Cost $88.29 Unrealized
BX BLACKSTONE INC 1.5%
Value ($000) $98,410 Shares 704,037 Est. Cost $39.38 Unrealized +301.7%
AMT AMERICAN TOWER CORP NEW 1.4%
Value ($000) $95,558 Shares 439,144 Est. Cost $142.68 Unrealized +32.8%
TMO THERMO FISHER SCIENTIFIC INC 1.4%
Value ($000) $93,150 Shares 187,198 Est. Cost $148.74 Unrealized +262.9%
DAL DELTA AIR LINES INC NEW 1.3%
Value ($000) $90,495 Shares 2,075,581 Est. Cost $40.05 Unrealized +46.4%
HLN HALEON PLC ADR 1.3%
Value ($000) $88,588 Shares 8,609,093 Est. Cost $7.59 Unrealized
BAC BANK OF AMERICA CORP 1.3%
Value ($000) $88,342 Shares 2,116,983 Est. Cost $22.52 Unrealized +93.7%
CVX CHEVRON CORP NEW 1.2%
Value ($000) $82,710 Shares 494,411 Est. Cost $84.88 Unrealized +77.3%
CMCSA COMCAST CORP NEW CL A 1.2%
Value ($000) $82,047 Shares 2,223,496 Est. Cost $37.73 Unrealized -7.1%
EQIX EQUINIX INC 1.2%
Value ($000) $79,555 Shares 97,571 Est. Cost $285.43 Unrealized +208.5%
ORCL ORACLE CORP 1.1%
Value ($000) $77,354 Shares 553,279 Est. Cost $43.97 Unrealized +267.5%
CHTR CHARTER COMMUNICATIONS INC NEW 1.1%
Value ($000) $75,346 Shares 204,449 Est. Cost $478.13 Unrealized -25.2%
BA BOEING CO 1.1%
Value ($000) $74,135 Shares 434,683 Est. Cost $188.20 Unrealized -8.0%
KO COCA COLA CO 1.1%
Value ($000) $74,120 Shares 1,034,913 Est. Cost $41.17 Unrealized +57.8%
APD AIR PRODUCTS & CHEMICALS INC 1.1%
Value ($000) $73,356 Shares 248,733 Est. Cost $249.32 Unrealized +20.5%
DHR DANAHER CORP 1.1%
Value ($000) $71,963 Shares 351,037 Est. Cost $57.45 Unrealized +277.7%
IR INGERSOLL-RAND PLC SHS 1.1%
Value ($000) $71,812 Shares 897,317 Est. Cost $36.70 Unrealized +137.2%
ROP ROPER TECHNOLOGIES INC 1.0%
Value ($000) $70,786 Shares 120,062 Est. Cost $450.87 Unrealized +23.6%
RXO INC 1.0%
Value ($000) $68,589 Shares 3,591,040 Est. Cost $20.04 Unrealized
EOG EOG RESOURCES INC 1.0%
Value ($000) $65,320 Shares 509,356 Est. Cost $60.26 Unrealized +107.6%
BUD ANHEUSER BUSCH INBEV SA/NV SPO 0.9%
Value ($000) $63,459 Shares 1,030,855 Est. Cost $57.87 Unrealized
META META PLATFORMS INC CL A 0.9%
Value ($000) $63,206 Shares 109,664 Est. Cost $156.02 Unrealized +312.3%
APTIV PLC 0.9%
Value ($000) $62,816 Shares 1,055,729 Est. Cost $60.44 Unrealized
DIS DISNEY WALT CO 0.9%
Value ($000) $62,769 Shares 635,955 Est. Cost $109.58 Unrealized -3.0%
IFF INTERNATIONAL FLAVORS & FRAGRA 0.9%
Value ($000) $62,064 Shares 799,685 Est. Cost $94.41 Unrealized -14.6%
USB US BANCORP DEL NEW 0.9%
Value ($000) $61,285 Shares 1,451,566 Est. Cost $30.94 Unrealized +42.8%
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $61,194 Shares 1,463,972 Est. Cost $36.86 Unrealized +8.2%
FCX FREEPORT-MCMORAN INC CL B 0.9%
Value ($000) $60,515 Shares 1,598,393 Est. Cost $35.91 Unrealized +5.3%
LOW LOWE'S COS INC 0.9%
Value ($000) $59,936 Shares 256,982 Est. Cost $70.88 Unrealized +241.5%
WDAY WORKDAY INC CL A 0.9%
Value ($000) $59,639 Shares 255,380 Est. Cost $245.55 Unrealized +3.9%
GSK GSK PLC SPONSORED ADR 0.9%
Value ($000) $58,944 Shares 1,521,526 Est. Cost $31.29 Unrealized
HSY HERSHEY CO 0.8%
Value ($000) $57,413 Shares 335,687 Est. Cost $181.37 Unrealized -12.2%
LW LAMB WESTON HOLDINGS INC 0.8%
Value ($000) $56,867 Shares 1,066,915 Est. Cost $76.47 Unrealized -27.5%
DOC HEALTHPEAK PROPERTIES INC 0.8%
Value ($000) $56,471 Shares 2,792,850 Est. Cost $19.66 Unrealized -3.0%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $55,504 Shares 466,694 Est. Cost $106.95 Unrealized +0.2%
TFC TRUIST FINANCIAL CORP 0.8%
Value ($000) $51,732 Shares 1,257,157 Est. Cost $38.04 Unrealized +12.2%
PYPL PAYPAL HOLDINGS INC 0.8%
Value ($000) $51,024 Shares 781,978 Est. Cost $58.47 Unrealized +32.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value ($000) $49,709 Shares 199,909 Est. Cost $99.79 Unrealized +139.9%
CFRUY COMPAGNIE FINANCIERE RICHEMONT 0.7%
Value ($000) $49,071 Shares 2,838,549 Est. Cost $15.26 Unrealized
AMZN AMAZON.COM INC 0.7%
Value ($000) $48,830 Shares 256,649 Est. Cost $125.66 Unrealized +72.7%
RBC RBC BEARINGS INC 0.7%
Value ($000) $48,797 Shares 151,651 Est. Cost $280.50 Unrealized +20.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.7%
Value ($000) $47,909 Shares 423,303 Est. Cost $117.55 Unrealized -9.9%
CVS CVS HEALTH CORP 0.7%
Value ($000) $47,605 Shares 702,663 Est. Cost $62.05 Unrealized -6.5%
RACE FERRARI N V 0.7%
Value ($000) $46,836 Shares 109,461 Est. Cost $211.04 Unrealized +113.1%
AES AES CORP 0.7%
Value ($000) $46,335 Shares 3,730,706 Est. Cost $14.81 Unrealized -25.6%
MRK MERCK & CO INC 0.7%
Value ($000) $45,905 Shares 511,415 Est. Cost $48.68 Unrealized +85.1%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $44,900 Shares 85,729 Est. Cost $294.65 Unrealized +69.5%
CSGP COSTAR GROUP INC 0.7%
Value ($000) $44,111 Shares 556,751 Est. Cost $75.69 Unrealized +0.5%
AA ALCOA CORP 0.6%
Value ($000) $42,757 Shares 1,401,884 Est. Cost $35.25 Unrealized -1.8%
C CITIGROUP INC NEW 0.6%
Value ($000) $41,649 Shares 586,695 Est. Cost $48.12 Unrealized +54.9%
AAPL APPLE INC 0.6%
Value ($000) $41,577 Shares 187,175 Est. Cost $91.32 Unrealized +152.7%
ELAN ELANCO ANIMAL HEALTH INC 0.6%
Value ($000) $40,899 Shares 3,895,190 Est. Cost $19.94 Unrealized -43.3%
WPM WHEATON PRECIOUS METAL 0.6%
Value ($000) $39,945 Shares 514,554 Est. Cost $44.81 Unrealized +48.3%
CRM SALESFORCE INC 0.6%
Value ($000) $39,887 Shares 148,633 Est. Cost $278.07 Unrealized +11.1%
DEO DIAGEO P L C SPON ADR NEW 0.6%
Value ($000) $39,325 Shares 375,279 Est. Cost $118.38 Unrealized
SPG SIMON PROPERTY GROUP INC NEW 0.6%
Value ($000) $38,892 Shares 234,174 Est. Cost $88.88 Unrealized +87.8%
GEHC GE HEALTHCARE TECHNOLOGIES INC 0.6%
Value ($000) $38,194 Shares 473,223 Est. Cost $72.08 Unrealized +19.1%
SHEL SHELL PLC 0.6%
Value ($000) $37,701 Shares 514,477 Est. Cost $54.93 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $36,060 Shares 233,185 Est. Cost $106.28 Unrealized +70.0%
TECK TECK RESOURCES LTD CL B 0.5%
Value ($000) $35,826 Shares 983,415 Est. Cost $41.68 Unrealized -0.5%
SJM SMUCKER J M CO NEW 0.5%
Value ($000) $35,801 Shares 302,350 Est. Cost $100.71 Unrealized +3.6%
PEP PEPSICO INC 0.5%
Value ($000) $35,288 Shares 235,349 Est. Cost $111.03 Unrealized +29.2%
RTX RTX CORP 0.5%
Value ($000) $34,800 Shares 262,719 Est. Cost $81.30 Unrealized +53.5%
VMC VULCAN MATERIALS CO 0.5%
Value ($000) $34,794 Shares 149,137 Est. Cost $120.77 Unrealized +108.9%
EL LAUDER ESTEE COS INC CL A 0.5%
Value ($000) $34,717 Shares 526,008 Est. Cost $99.79 Unrealized -28.7%
XPO XPO INC 0.5%
Value ($000) $34,013 Shares 316,165 Est. Cost $18.00 Unrealized +606.0%
PRU PRUDENTIAL FINANCIAL INC 0.5%
Value ($000) $33,327 Shares 298,413 Est. Cost $54.20 Unrealized +101.0%
WSC WILLSCOT HOLDINGS CORP 0.5%
Value ($000) $31,885 Shares 1,146,929 Est. Cost $36.64 Unrealized -7.2%
GM GENERAL MOTORS CO 0.5%
Value ($000) $31,565 Shares 671,169 Est. Cost $26.30 Unrealized +85.6%
UAL UNITED AIRLINES HOLDINGS INC 0.4%
Value ($000) $30,356 Shares 439,623 Est. Cost $50.11 Unrealized +88.4%
KD KYNDRYL HOLDINGS INC 0.4%
Value ($000) $30,138 Shares 959,796 Est. Cost $12.97 Unrealized +189.0%
WCN WASTE CONNECTIONS INC 0.4%
Value ($000) $28,620 Shares 146,625 Est. Cost $155.60 Unrealized +18.4%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $28,411 Shares 172,552 Est. Cost $168.47 Unrealized -2.3%
ADSK AUTODESK INC 0.4%
Value ($000) $28,401 Shares 108,484 Est. Cost $233.25 Unrealized +21.9%
KIM KIMCO REALTY CORP 0.4%
Value ($000) $28,285 Shares 1,331,699 Est. Cost $13.28 Unrealized +57.3%
NUE NUCOR CORP 0.4%
Value ($000) $27,855 Shares 231,471 Est. Cost $143.73 Unrealized -11.8%
STEELCASE INC CL A 0.4%
Value ($000) $26,653 Shares 2,431,842 Est. Cost $10.40 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.4%
Value ($000) $25,623 Shares 139,622 Est. Cost $168.75 Unrealized +5.4%
MRNA MODERNA INC 0.4%
Value ($000) $24,764 Shares 873,517 Est. Cost $93.34 Unrealized -62.0%
ILMN ILLUMINA INC 0.3%
Value ($000) $23,013 Shares 290,053 Est. Cost $149.13 Unrealized -27.4%
UBER UBER TECHNOLOGIES INC 0.3%
Value ($000) $21,653 Shares 297,188 Est. Cost $34.39 Unrealized +109.5%
M MACYS INC 0.3%
Value ($000) $21,384 Shares 1,702,522 Est. Cost $19.16 Unrealized -24.3%
CLF CLEVELAND-CLIFFS INC NEW 0.3%
Value ($000) $20,930 Shares 2,546,195 Est. Cost $16.00 Unrealized -36.5%
INTU INTUIT INC 0.3%
Value ($000) $20,911 Shares 34,058 Est. Cost $618.49 Unrealized -3.4%
AL AIR LEASE CORP CL A 0.3%
Value ($000) $20,903 Shares 432,685 Est. Cost $26.24 Unrealized +76.2%
F FORD MOTOR CO 0.3%
Value ($000) $20,892 Shares 2,082,934 Est. Cost $6.67 Unrealized +38.5%
GXO GXO LOGISTICS INC 0.3%
Value ($000) $19,127 Shares 489,436 Est. Cost $73.15 Unrealized -42.9%
ISRG INTUITIVE SURGICAL INC NEW 0.3%
Value ($000) $18,918 Shares 38,198 Est. Cost $285.96 Unrealized +93.4%
NVS NOVARTIS A G SPON ADR 0.3%
Value ($000) $18,893 Shares 169,475 Est. Cost $83.18 Unrealized
WBD WARNER BROS. DISCOVERY INC 0.3%
Value ($000) $18,856 Shares 1,757,289 Est. Cost $11.40 Unrealized -8.3%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $18,769 Shares 88,639 Est. Cost $87.52 Unrealized +126.7%
MPC MARATHON PETROLEUM CORP 0.3%
Value ($000) $17,371 Shares 119,233 Est. Cost $28.35 Unrealized +412.0%
MLM MARTIN MARIETTA MATERIALS INC 0.3%
Value ($000) $17,270 Shares 36,119 Est. Cost $231.11 Unrealized +118.6%
EXPD EXPEDITORS INTL INC 0.2%
Value ($000) $15,830 Shares 131,639 Est. Cost $41.32 Unrealized +175.2%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.2%
Value ($000) $15,148 Shares 62,475 Est. Cost $114.95 Unrealized +101.7%
EIX EDISON INTERNATIONAL 0.2%
Value ($000) $13,638 Shares 231,464 Est. Cost $51.66 Unrealized +6.1%
ALC ALCON INC ORD SHS 0.2%
Value ($000) $10,475 Shares 110,342 Est. Cost $70.16 Unrealized +27.4%
HD HOME DEPOT INC 0.1%
Value ($000) $9,864 Shares 26,916 Est. Cost $184.02 Unrealized +106.9%
CF CF INDUSTRIES HOLDINGS INC 0.1%
Value ($000) $9,652 Shares 123,501 Est. Cost $75.48 Unrealized +8.8%
APA APA CORP 0.1%
Value ($000) $9,601 Shares 456,768 Est. Cost $16.01 Unrealized +31.4%
ECL ECOLAB INC 0.1%
Value ($000) $9,411 Shares 37,122 Est. Cost $158.64 Unrealized +57.3%
CSCO CISCO SYSTEMS INC 0.1%
Value ($000) $9,284 Shares 150,453 Est. Cost $18.95 Unrealized +217.2%
URI UNITED RENTALS INC 0.1%
Value ($000) $9,117 Shares 14,547 Est. Cost $102.79 Unrealized +563.6%
ACN ACCENTURE PLC IRELAND SHS CLAS 0.1%
Value ($000) $9,020 Shares 28,906 Est. Cost $89.90 Unrealized +288.7%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.1%
Value ($000) $8,691 Shares 16,319 Est. Cost $195.14 Unrealized +149.1%
IHRT IHEARTMEDIA INC CL A 0.1%
Value ($000) $7,597 Shares 4,604,308 Est. Cost $7.76 Unrealized -74.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $6,337 Shares 20,759 Est. Cost $158.10 Unrealized +120.2%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $6,174 Shares 24,893 Est. Cost $74.68 Unrealized +235.7%
CB CHUBB LIMITED 0.1%
Value ($000) $6,119 Shares 20,262 Est. Cost $124.54 Unrealized +121.8%
SSYS STRATASYS LTD SHS 0.1%
Value ($000) $5,746 Shares 586,893 Est. Cost $19.47 Unrealized -47.2%
NYT NEW YORK TIMES CO CL A 0.1%
Value ($000) $4,980 Shares 100,405 Est. Cost $44.35 Unrealized +11.9%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $4,813 Shares 5,089 Est. Cost $257.56 Unrealized +276.8%
MLKN MILLERKNOLL INC 0.1%
Value ($000) $4,770 Shares 249,208 Est. Cost $18.25 Unrealized +12.2%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $4,526 Shares 64,464 Est. Cost $75.61 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $4,511 Shares 58,680 Est. Cost $91.14 Unrealized -11.4%
GRAL GRAIL INC 0.1%
Value ($000) $4,341 Shares 169,982 Est. Cost $15.74 Unrealized +96.4%
AMGN AMGEN INC 0.1%
Value ($000) $4,249 Shares 13,639 Est. Cost $113.83 Unrealized +152.3%
VLO VALERO ENERGY CORP NEW 0.1%
Value ($000) $4,098 Shares 31,028 Est. Cost $52.35 Unrealized +147.1%
OGN ORGANON & CO 0.1%
Value ($000) $3,954 Shares 265,559 Est. Cost $20.86 Unrealized -27.5%
BABA ALIBABA GROUP HOLDING LTD SPON 0.1%
Value ($000) $3,655 Shares 27,644 Est. Cost $187.64 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $3,383 Shares 19,854 Est. Cost $68.51 Unrealized +139.3%
IT GARTNER INC 0.0%
Value ($000) $3,140 Shares 7,480 Est. Cost $230.16 Unrealized +114.1%
T AT&T INC 0.0%
Value ($000) $2,915 Shares 103,079 Est. Cost $14.79 Unrealized +64.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $2,465 Shares 2,985 Est. Cost $203.58 Unrealized +306.1%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $2,316 Shares 39,734 Est. Cost $80.34 Unrealized -21.8%
ABBV ABBVIE INC 0.0%
Value ($000) $2,159 Shares 10,306 Est. Cost $61.90 Unrealized +206.0%
WMT WALMART INC 0.0%
Value ($000) $2,143 Shares 24,407 Est. Cost $50.37 Unrealized +84.5%
ABT ABBOTT LABS 0.0%
Value ($000) $2,031 Shares 15,309 Est. Cost $52.19 Unrealized +140.4%
FDX FEDEX CORP 0.0%
Value ($000) $1,903 Shares 7,805 Est. Cost $137.94 Unrealized +83.8%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $1,875 Shares 20,015 Est. Cost $56.22 Unrealized +56.2%
KVUE KENVUE INC 0.0%
Value ($000) $1,698 Shares 70,806 Est. Cost $18.82 Unrealized +13.6%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $1,661 Shares 6,806 Est. Cost $120.32 Unrealized +85.6%
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $1,535 Shares 5,025 Est. Cost $80.23 Unrealized +268.2%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $1,500 Shares 28,330 Est. Cost $22.74 Unrealized +167.8%
VRSN VERISIGN INC 0.0%
Value ($000) $1,487 Shares 5,859 Est. Cost $202.06 Unrealized +11.5%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $1,437 Shares 12,633 Est. Cost $61.96 Unrealized
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $1,383 Shares 4,648 Est. Cost $69.80 Unrealized +310.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $1,290 Shares 3,912 Est. Cost $80.39 Unrealized +337.8%
ADBE ADOBE INC 0.0%
Value ($000) $1,269 Shares 3,310 Est. Cost $111.08 Unrealized +286.1%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $1,212 Shares 17,862 Est. Cost $44.47 Unrealized +34.4%
SBUX STARBUCKS CORP 0.0%
Value ($000) $1,155 Shares 11,775 Est. Cost $49.13 Unrealized +105.5%
PFE PFIZER INC 0.0%
Value ($000) $1,101 Shares 43,453 Est. Cost $22.05 Unrealized +12.1%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $943 Shares 8,598 Est. Cost $63.35 Unrealized +87.5%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $934 Shares 20,598 Est. Cost $34.23 Unrealized +15.6%
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $911 Shares 1,982 Est. Cost $351.07 Unrealized +26.9%
HUBB HUBBELL INC 0.0%
Value ($000) $890 Shares 2,690 Est. Cost $354.10 Unrealized +8.1%
PM PHILIP MORRIS INTERNATIONAL IN 0.0%
Value ($000) $881 Shares 5,552 Est. Cost $69.82 Unrealized +96.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $875 Shares 1,722 Est. Cost $357.43 Unrealized +42.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $842 Shares 4,174 Est. Cost $220.13 Unrealized -3.3%
KKR KKR & CO INC 0.0%
Value ($000) $806 Shares 6,971 Est. Cost $23.13 Unrealized +491.7%
TCEHY TENCENT HOLDINGS LTD UNSPONSOR 0.0%
Value ($000) $779 Shares 12,193 Est. Cost $70.63 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $741 Shares 2,022 Est. Cost $263.05 Unrealized +44.9%
CSL CARLISLE COS INC 0.0%
Value ($000) $727 Shares 2,134 Est. Cost $429.23 Unrealized -17.6%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $703 Shares 1,286 Est. Cost $330.43 Unrealized +78.8%
UNP UNION PACIFIC CORP 0.0%
Value ($000) $674 Shares 2,851 Est. Cost $93.66 Unrealized +151.5%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $668 Shares 2,886 Est. Cost $93.52 Unrealized +133.5%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $657 Shares 19,572 Est. Cost $35.87 Unrealized -13.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $629 Shares 2,013 Est. Cost $199.01 Unrealized +47.2%
AVGO BROADCOM INC 0.0%
Value ($000) $614 Shares 3,665 Est. Cost $146.11 Unrealized +43.6%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $565 Shares 6,859 Est. Cost $61.65 Unrealized +23.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $563 Shares 7,937 Est. Cost $67.59 Unrealized +1.6%
CI THE CIGNA GROUP 0.0%
Value ($000) $557 Shares 1,694 Est. Cost $316.79 Unrealized -6.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $552 Shares 4,989 Est. Cost $72.66 Unrealized +31.1%
BN BROOKFIELD CORP CL A LTD VT SH 0.0%
Value ($000) $549 Shares 10,476 Est. Cost $25.37 Unrealized +48.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $547 Shares 4,484 Est. Cost $83.18 Unrealized +32.9%
VLTO VERALTO CORP 0.0%
Value ($000) $522 Shares 5,352 Est. Cost $73.75 Unrealized +34.7%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $490 Shares 6,823 Est. Cost $39.33 Unrealized +87.4%
EPD ENTERPRISE PRODUCTS PARTNERS L 0.0%
Value ($000) $484 Shares 14,172 Est. Cost $26.27 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $481 Shares 4,613 Est. Cost $105.64 Unrealized +13.8%
MO ALTRIA GROUP INC 0.0%
Value ($000) $460 Shares 7,671 Est. Cost $49.66 Unrealized +2.7%
AZO AUTOZONE INC 0.0%
Value ($000) $458 Shares 120 Est. Cost $690.69 Unrealized +399.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $448 Shares 4,263 Est. Cost $66.91 Unrealized +44.7%
NFLX NETFLIX INC 0.0%
Value ($000) $446 Shares 479 Est. Cost $42.73 Unrealized +122.6%
SYK STRYKER CORP 0.0%
Value ($000) $443 Shares 1,189 Est. Cost $238.49 Unrealized +58.1%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $430 Shares 3,025 Est. Cost $104.83 Unrealized +23.8%
INTC INTEL CORP 0.0%
Value ($000) $426 Shares 18,774 Est. Cost $25.08 Unrealized -12.7%
WMB WILLIAMS COS INC 0.0%
Value ($000) $415 Shares 6,942 Est. Cost $55.43 Unrealized 0.0%
MMM 3M CO 0.0%
Value ($000) $415 Shares 2,824 Est. Cost $95.21 Unrealized +51.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $414 Shares 2,685 Est. Cost $53.73 Unrealized +166.5%
BLK BLACKROCK INC 0.0%
Value ($000) $413 Shares 436 Est. Cost $988.64 Unrealized -2.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $412 Shares 6,916 Est. Cost $60.36 Unrealized
BROOKFIELD RENEWABLE CORP 0.0%
Value ($000) $386 Shares 13,815 Est. Cost $27.92 Unrealized
CWEN CLEARWAY ENERGY INC CL C 0.0%
Value ($000) $378 Shares 12,500 Est. Cost $25.83 Unrealized 0.0%
LIN LINDE PLC SHS 0.0%
Value ($000) $377 Shares 810 Est. Cost $352.47 Unrealized +26.1%
KMI KINDER MORGAN INC 0.0%
Value ($000) $365 Shares 12,789 Est. Cost $26.70 Unrealized 0.0%
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $359 Shares 1,040 Est. Cost $218.18 Unrealized +46.4%
PLD PROLOGIS INC 0.0%
Value ($000) $345 Shares 3,089 Est. Cost $44.74 Unrealized +150.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $342 Shares 7,073 Est. Cost $47.23 Unrealized +14.7%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $340 Shares 1,482 Est. Cost $160.02 Unrealized +42.1%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $337 Shares 4,860 Est. Cost $70.78 Unrealized
CPAY CORPAY INC 0.0%
Value ($000) $331 Shares 948 Est. Cost $286.94 Unrealized +25.9%
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $307 Shares 910 Est. Cost $327.09 Unrealized +9.8%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $306 Shares 28,996 Est. Cost $25.98 Unrealized -42.0%
FTV FORTIVE CORP 0.0%
Value ($000) $297 Shares 4,058 Est. Cost $36.53 Unrealized +60.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $284 Shares 2,754 Est. Cost $83.71 Unrealized +14.9%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $278 Shares 2,479 Est. Cost $100.53 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $274 Shares 1,156 Est. Cost $240.01 Unrealized -0.3%
GIS GENERAL MILLS INC 0.0%
Value ($000) $271 Shares 4,531 Est. Cost $47.66 Unrealized +21.6%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $270 Shares 4,261 Est. Cost $53.44 Unrealized +23.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $269 Shares 987 Est. Cost $229.37 Unrealized +11.5%
PSX PHILLIPS 66 0.0%
Value ($000) $260 Shares 2,106 Est. Cost $135.12 Unrealized -11.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $259 Shares 2,353 Est. Cost $80.39 Unrealized +40.1%
AEP AMERICAN ELECTRIC POWER CO INC 0.0%
Value ($000) $258 Shares 2,357 Est. Cost $75.79 Unrealized +29.9%
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $256 Shares 2,073 Est. Cost $88.72 Unrealized +27.3%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $250 Shares 1,389 Est. Cost $131.72 Unrealized +38.3%
DE DEERE & CO 0.0%
Value ($000) $249 Shares 532 Est. Cost $344.22 Unrealized +34.1%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $242 Shares 500 Est. Cost $278.30 Unrealized +86.4%
NKE NIKE INC CL B 0.0%
Value ($000) $235 Shares 3,695 Est. Cost $76.70 Unrealized -6.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $230 Shares 3,000 Est. Cost $62.88 Unrealized +27.6%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $216 Shares 793 Est. Cost $214.28 Unrealized +44.0%
KLAC KLA CORP 0.0%
Value ($000) $215 Shares 317 Est. Cost $714.90 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $213 Shares 3,387 Est. Cost $53.80 Unrealized +13.9%
LRCX LAM RESEARCH CORP 0.0%
Value ($000) $213 Shares 2,923 Est. Cost $78.11 Unrealized 0.0%
AKAM AKAMAI TECHNOLOGIES INC 0.0%
Value ($000) $209 Shares 2,600 Est. Cost $66.51 Unrealized +34.9%
TACT TRANSACT TECHNOLOGIES 0.0%
Value ($000) $44 Shares 12,081 Est. Cost $5.53 Unrealized -24.7%
PLUG PLUG POWER INC 0.0%
Value ($000) $34 Shares 25,550 Est. Cost $13.06 Unrealized -85.4%
QVC GROUP INC 0.0%
Value ($000) $4 Shares 21,990 Est. Cost $0.20 Unrealized
LQMT LIQUIDMETAL TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized -52.7%
HARTCOURT COMPANIES INC NEW 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
MEDIZONE INTL INC 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%