Close Asset Management Ltd Diversified Active

CIK: 0001718570 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $3,421 (100.0% shares, 0.0% debt)

Holdings (270)

MSFT MICROSOFT CORP COM USD (US LISTED) 12.6%
Value ($000) $432 Shares 868,656 Est. Cost $272.85 Unrealized +58.5%
AMZN AMAZON COM INC COM USD0.01 7.6%
Value ($000) $260 Shares 1,183,744 Est. Cost $204.58 Unrealized -3.3%
FISV FISERV INC COM USD0.01 6.2%
Value ($000) $211 Shares 1,226,488 Est. Cost $163.14 Unrealized +11.2%
PFGC PERFORMANCE FOOD GROUP COM USD0.01 4.9%
Value ($000) $169 Shares 1,934,990 Est. Cost $65.04 Unrealized +28.0%
CACI CACI INTL INC COM CL A USD0.10 4.5%
Value ($000) $155 Shares 324,531 Est. Cost $443.01 Unrealized 0.0%
ELV ELEVANCE HEALTH COM USD0.01 4.3%
Value ($000) $146 Shares 375,193 Est. Cost $488.89 Unrealized -18.9%
MCK MCKESSON CORP COM USD0.01 4.1%
Value ($000) $141 Shares 192,315 Est. Cost $628.87 Unrealized +11.9%
AMP AMERIPRISE FIN INC COM STK USD 0.01 4.1%
Value ($000) $139 Shares 259,897 Est. Cost $402.54 Unrealized +21.8%
COR CENCORA INC COM USD0.01 3.9%
Value ($000) $133 Shares 442,940 Est. Cost $253.35 Unrealized +13.2%
GOOGL ALPHABET INC COM CL A USD0.001 3.4%
Value ($000) $116 Shares 659,234 Est. Cost $122.04 Unrealized +33.8%
PGR PROGRESSIVE CORP COM USD1 3.1%
Value ($000) $108 Shares 402,852 Est. Cost $257.53 Unrealized 0.0%
DCI DONALDSON CO INC COM USD5 2.6%
Value ($000) $90 Shares 1,298,895 Est. Cost $67.71 Unrealized -2.0%
MA MASTERCARD INC COM CL A USD0.0001 2.5%
Value ($000) $85 Shares 151,009 Est. Cost $241.52 Unrealized +128.3%
NVDA NVIDIA CORP COM USD0.001 2.3%
Value ($000) $80 Shares 505,920 Est. Cost $93.33 Unrealized +34.8%
BDX BECTON DICKINSON & CO 2.3%
Value ($000) $79 Shares 456,873 Est. Cost $231.49 Unrealized -22.0%
MRSH MARSH & MCLENNAN COM USD1.00 1.9%
Value ($000) $63 Shares 290,356 Est. Cost $160.55 Unrealized +39.0%
BKNG BOOKING HLDGS INC COM USD0.008 1.8%
Value ($000) $63 Shares 10,926 Est. Cost $3535.02 Unrealized +44.1%
AVTR AVANTOR INC COM USD0.01 1.8%
Value ($000) $62 Shares 4,638,400 Est. Cost $35.16 Unrealized -61.1%
BRK/B BERKSHIRE HATHAWAY CL B USD0.0033 1.8%
Value ($000) $61 Shares 125,789 Est. Cost $278.15 Unrealized +82.6%
AAPL APPLE INC COM NPV 1.7%
Value ($000) $57 Shares 277,695 Est. Cost $130.20 Unrealized +54.7%
NDAQ NASDAQ INC COM USD0.01 1.6%
Value ($000) $55 Shares 611,670 Est. Cost $63.10 Unrealized +25.5%
GOOG ALPHABET INC COM CL C USD0.001 1.4%
Value ($000) $49 Shares 279,116 Est. Cost $110.50 Unrealized +49.2%
PM PHILIP MORRIS INTL INC COM STK NPV 1.4%
Value ($000) $49 Shares 266,976 Est. Cost $86.92 Unrealized +92.6%
LLY ELI LILLY & CO COM NPV 1.3%
Value ($000) $46 Shares 58,957 Est. Cost $707.58 Unrealized +9.3%
HGV HILTON GRAND VACATIONS COM USD0.01 1.3%
Value ($000) $45 Shares 1,071,680 Est. Cost $43.17 Unrealized -12.6%
AJG ARTHUR J GALLAGHER & CO COM USD1.00 1.1%
Value ($000) $39 Shares 122,695 Est. Cost $195.18 Unrealized +67.8%
ADBE ADOBE INC COM USD0.0001 1.0%
Value ($000) $33 Shares 84,837 Est. Cost $402.53 Unrealized -4.3%
PANW PALO ALTO NETWORKS INC COM USD0.0001 1.0%
Value ($000) $33 Shares 159,441 Est. Cost $153.15 Unrealized +21.3%
META META PLATFORMS INC COM CL A USD0.000006 0.8%
Value ($000) $29 Shares 39,257 Est. Cost $262.76 Unrealized +134.7%
MCD MCDONALDS CORP COM USD0.01 0.8%
Value ($000) $27 Shares 92,188 Est. Cost $208.72 Unrealized +45.4%
CDNS CADENCE DESIGN SYSTEMS INC COM USD0.01 0.8%
Value ($000) $26 Shares 83,640 Est. Cost $284.08 Unrealized +2.3%
DE DEERE & CO COM USD1 0.6%
Value ($000) $20 Shares 39,254 Est. Cost $388.11 Unrealized +24.9%
JPM JP MORGAN CHASE & CO COM USD1 0.6%
Value ($000) $19 Shares 66,927 Est. Cost $143.95 Unrealized +75.5%
KO COCA-COLA INC COM USD0.25 0.6%
Value ($000) $19 Shares 269,400 Est. Cost $47.44 Unrealized +47.1%
CSCO CISCO SYSTEMS INC COM USD0.001 0.6%
Value ($000) $19 Shares 272,078 Est. Cost $40.33 Unrealized +49.7%
EOG EOG RESOURCES INC COM USD0.01 0.5%
Value ($000) $16 Shares 137,449 Est. Cost $107.73 Unrealized +4.0%
BRO BROWN & BROWN INC COM USD0.1 0.4%
Value ($000) $14 Shares 129,811 Est. Cost $60.52 Unrealized +84.9%
EA ELECTRONIC ARTS (EA) INC COM CL A USD0.01 0.4%
Value ($000) $14 Shares 88,459 Est. Cost $113.15 Unrealized +30.3%
JNJ JOHNSON & JOHNSON COM USD1.00 0.4%
Value ($000) $14 Shares 91,118 Est. Cost $124.76 Unrealized +20.9%
PG PROCTER & GAMBLE CO COM NPV 0.4%
Value ($000) $12 Shares 77,814 Est. Cost $145.90 Unrealized +10.2%
DIS WALT DISNEY CO COM USD0.01 0.3%
Value ($000) $11 Shares 90,101 Est. Cost $97.33 Unrealized +5.6%
HON HONEYWELL INTL INC COM STK USD1 0.3%
Value ($000) $9 Shares 37,915 Est. Cost $144.70 Unrealized +38.0%
FERG FERGUSON ENTERPRISES COM USD0.0001 0.3%
Value ($000) $9 Shares 40,077 Est. Cost $181.32 Unrealized +0.4%
CARR CARRIER GLOBAL CORP COM USD0.01 0.2%
Value ($000) $9 Shares 116,593 Est. Cost $41.26 Unrealized +63.2%
C CITIGROUP INC COM USD0.01 0.2%
Value ($000) $8 Shares 92,712 Est. Cost $49.22 Unrealized +44.7%
IP INTERNATIONAL PAPER CO COM USD1.00 0.2%
Value ($000) $8 Shares 166,718 Est. Cost $46.80 Unrealized -1.8%
AVGO BROADCOM INC COM USD0.001 0.2%
Value ($000) $7 Shares 26,349 Est. Cost $191.97 Unrealized +12.5%
BLK BLACKROCK INC COM USD0.01 0.2%
Value ($000) $7 Shares 6,429 Est. Cost $959.43 Unrealized -2.7%
QCOM QUALCOMM INC COM USD0.0001 0.2%
Value ($000) $6 Shares 39,941 Est. Cost $151.61 Unrealized -4.3%
BMY BRISTOL-MYERS SQUIBB CO. COM USD0.10 0.2%
Value ($000) $6 Shares 120,046 Est. Cost $53.16 Unrealized -11.2%
INTU INTUIT INC COM USD0.01 0.2%
Value ($000) $5 Shares 6,623 Est. Cost $623.82 Unrealized +8.1%
XOM EXXON MOBIL CORP COM NPV 0.2%
Value ($000) $5 Shares 48,238 Est. Cost $87.06 Unrealized +20.0%
MDLZ MONDELEZ INTL INC COM USD0.01 0.2%
Value ($000) $5 Shares 76,123 Est. Cost $56.56 Unrealized +15.2%
LMT LOCKHEED MARTIN COM USD0.01 0.1%
Value ($000) $5 Shares 11,029 Est. Cost $384.84 Unrealized +19.3%
ORCL ORACLE CORP COM USD0.01 0.1%
Value ($000) $5 Shares 22,377 Est. Cost $86.28 Unrealized +86.4%
KKR KKR & CO INC COM NPV CL A 0.1%
Value ($000) $5 Shares 35,611 Est. Cost $25.12 Unrealized +364.3%
PFE PFIZER INC COM USD0.05 0.1%
Value ($000) $5 Shares 188,572 Est. Cost $36.55 Unrealized -38.9%
BAC BANK OF AMERICA COM USD 0.01 0.1%
Value ($000) $4 Shares 84,584 Est. Cost $38.43 Unrealized +7.9%
DUK DUKE ENERGY CORP COM NPV 0.1%
Value ($000) $4 Shares 32,032 Est. Cost $64.99 Unrealized +77.6%
CL COLGATE PALMOLIVE COM USD 1 0.1%
Value ($000) $4 Shares 41,164 Est. Cost $59.63 Unrealized +51.0%
GILD GILEAD SCIENCES INC COM USD0.001 0.1%
Value ($000) $4 Shares 33,018 Est. Cost $54.51 Unrealized +91.5%
CVX CHEVRON CORP COM USD0.75 0.1%
Value ($000) $3 Shares 22,069 Est. Cost $122.09 Unrealized +12.2%
PYPL PAYPAL HLDGS INC COM USD0.0001 0.1%
Value ($000) $3 Shares 40,229 Est. Cost $74.78 Unrealized -8.6%
ISRG INTUITIVE SURGICAL INC COM USD0.001 0.1%
Value ($000) $3 Shares 5,440 Est. Cost $344.91 Unrealized +51.6%
NKE NIKE INC COM CL B NPV 0.1%
Value ($000) $3 Shares 38,103 Est. Cost $100.63 Unrealized -41.3%
PEP PEPSICO INC CAP USD0.01666 0.1%
Value ($000) $3 Shares 19,047 Est. Cost $158.22 Unrealized -17.2%
OTIS OTIS WORLDWIDE CORP COM USD0.01 0.1%
Value ($000) $2 Shares 24,921 Est. Cost $62.72 Unrealized +52.1%
BABA ALIBABA GROUP HOLDING SPON ADS (1 TO 1) 0.1%
Value ($000) $2 Shares 19,680 Est. Cost $41.25 Unrealized
NTR NUTRIEN LTD COM USD NPV (US LISTED) 0.1%
Value ($000) $2 Shares 36,380 Est. Cost $41.83 Unrealized +33.8%
NFLX NETFLIX COM INC COM USD0.001 0.1%
Value ($000) $2 Shares 1,519 Est. Cost $31.32 Unrealized +261.0%
FCX FREEPORT-MCMOR C&G INC COM STK USD0.10 0.1%
Value ($000) $2 Shares 46,440 Est. Cost $39.44 Unrealized -4.4%
AMAT APPLIED MATERIALS INC COM USD0.01 0.1%
Value ($000) $2 Shares 10,757 Est. Cost $100.64 Unrealized +56.4%
IVE ISHARES S&P 500 VALUE ETF USD INC 0.0%
Value ($000) $1 Shares 6,958 Est. Cost $128.79 Unrealized
MSTR MICROSTRATEGY INC COM CL A USD0.001 0.0%
Value ($000) $1 Shares 3,092 Est. Cost $134.83 Unrealized +170.2%
BALL BALL CORP COM NPV 0.0%
Value ($000) $1 Shares 22,090 Est. Cost $55.40 Unrealized -6.7%
IVV ISHARES S&P 500 CORE ETF USD INC (US LIST) 0.0%
Value ($000) $1 Shares 1,853 Est. Cost $101.68 Unrealized
BX BLACKSTONE GROUP INC COM CL A USD0.00001 0.0%
Value ($000) $1 Shares 7,067 Est. Cost $89.02 Unrealized +51.8%
MRK MERCK & CO INC COM USD0.50 0.0%
Value ($000) $1 Shares 13,046 Est. Cost $89.91 Unrealized -13.9%
MO ALTRIA GROUP INC COM USD0.33333 0.0%
Value ($000) $1 Shares 16,824 Est. Cost $33.73 Unrealized +65.9%
NEM NEWMONT GOLDCORP COM USD 0.0%
Value ($000) $1 Shares 16,530 Est. Cost $45.75 Unrealized +15.6%
ABBV ABBVIE INC COM USD0.01 0.0%
Value ($000) $1 Shares 5,003 Est. Cost $66.40 Unrealized +175.1%
AMGN AMGEN INC COM USD0.0001 0.0%
Value ($000) $1 Shares 3,317 Est. Cost $153.65 Unrealized +80.8%
ABT ABBOTT LABORATORIES COM NPV 0.0%
Value ($000) $1 Shares 6,696 Est. Cost $113.33 Unrealized +15.2%
ARQT ARCUTIS BIOTHERAPEUTICS COM USD0.0001 0.0%
Value ($000) $1 Shares 64,774 Est. Cost $9.04 Unrealized +55.0%
COST COSTCO WHOLESALE COM USD0.01 0.0%
Value ($000) $1 Shares 876 Est. Cost $504.42 Unrealized +96.4%
BAH BOOZ ALLEN HAMILTON HLDGS COM CL A USD0.01 0.0%
Value ($000) $1 Shares 8,097 Est. Cost $128.55 Unrealized -14.9%
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.0%
Value ($000) $1 Shares 1,174 Est. Cost $270.07 Unrealized +111.7%
BSX BOSTON SCIENTIFIC COM USD0.01 0.0%
Value ($000) $1 Shares 7,319 Est. Cost $55.85 Unrealized +81.2%
CAT CATERPILLAR INC COM USD1.00 0.0%
Value ($000) $1 Shares 1,957 Est. Cost $229.97 Unrealized +43.9%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF USD INC 0.0%
Value ($000) $1 Shares 3,800 Est. Cost $0.18 Unrealized
ARES ARES MANAGEMENT CORP COM CL A USD 0.0%
Value ($000) $1 Shares 3,730 Est. Cost $85.32 Unrealized +82.0%
IJS ISHARES S&P SMALLCAP 600 VALUE ETF USD INC 0.0%
Value ($000) $1 Shares 6,201 Est. Cost $89.02 Unrealized
IBM IBM (INTL BUSINESS MACHINES) COM USD 0.20 0.0%
Value ($000) $1 Shares 2,054 Est. Cost $154.71 Unrealized +64.1%
APO APOLLO GLOBAL MANAGEMENT COM USD 0.0%
Value ($000) $1 Shares 4,205 Est. Cost $68.35 Unrealized +92.2%
GE GE AEROSPACE COM USD0.01 0.0%
Value ($000) $1 Shares 2,249 Est. Cost $80.21 Unrealized +172.5%
FTNT FORTINET INC COM USD0.001 0.0%
Value ($000) $1 Shares 5,465 Est. Cost $100.89 Unrealized 0.0%
EFA ISHARES MSCI EAFE ETF USD INC 0.0%
Value ($000) $1 Shares 6,232 Est. Cost $62.58 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM USD0.1 0.0%
Value ($000) $1 Shares 1,660 Est. Cost $225.76 Unrealized +33.9%
PLTR PALANTIR TECH INC COM CL A USD0.001 0.0%
Value ($000) $0 Shares 3,585 Est. Cost $16.77 Unrealized +599.4%
EL ESTEE LAUDER CO INC COM CL A USD0.01 0.0%
Value ($000) $0 Shares 5,881 Est. Cost $183.96 Unrealized -65.4%
EEM ISHARES MSCI EMERGING MARKETS ETF USD INC 0.0%
Value ($000) $0 Shares 9,780 Est. Cost $0.04 Unrealized
IJJ ISHARES S&P MID CAP 400 VALUE ETF USD INC 0.0%
Value ($000) $0 Shares 3,741 Est. Cost $94.36 Unrealized
PCAR PACCAR INC COM STK USD1 0.0%
Value ($000) $0 Shares 4,730 Est. Cost $42.11 Unrealized +114.8%
GEV GE VERNOVA LLC COM USD0.01 0.0%
Value ($000) $0 Shares 837 Est. Cost $165.99 Unrealized +150.6%
PAYX PAYCHEX INC COM USD0.01 0.0%
Value ($000) $0 Shares 3,000 Est. Cost $104.30 Unrealized +41.4%
DSI ISHARES MSCI KLD SOCIAL 400 ESG ETF USD INC 0.0%
Value ($000) $0 Shares 3,715 Est. Cost $91.70 Unrealized
KHC KRAFT HEINZ CO COM USD 0.01 0.0%
Value ($000) $0 Shares 15,499 Est. Cost $31.37 Unrealized -15.0%
EWJ ISHARES MSCI JAPAN ETF USD INC 0.0%
Value ($000) $0 Shares 5,300 Est. Cost $0.07 Unrealized
DHR DANAHER CORP COM USD0.01 0.0%
Value ($000) $0 Shares 2,002 Est. Cost $225.16 Unrealized -14.3%
MCO MOODYS CORP COM US$0.01 0.0%
Value ($000) $0 Shares 750 Est. Cost $384.07 Unrealized +20.0%
APH AMPHENOL CORP COM USD0.001 0.0%
Value ($000) $0 Shares 3,783 Est. Cost $75.29 Unrealized +8.1%
HD HOME DEPOT INC COM USD0.05 0.0%
Value ($000) $0 Shares 908 Est. Cost $300.62 Unrealized +18.4%
AXP AMERICAN EXPRESS CO COM USD0.20 0.0%
Value ($000) $0 Shares 1,001 Est. Cost $94.97 Unrealized +194.2%
AMD ADVANCED MICRO DEVICES COM USD0.01 0.0%
Value ($000) $0 Shares 2,198 Est. Cost $143.44 Unrealized -24.1%
QUBT QUANTUM COMPUTING COM USD0.001 0.0%
Value ($000) $0 Shares 15,787 Est. Cost $7.79 Unrealized +41.5%
GD GENERAL DYNAMICS CORPORATION COM USD1.00 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $240.00 Unrealized +13.5%
PSX PHILLIPS 66 COM USD0.01 0.0%
Value ($000) $0 Shares 2,110 Est. Cost $100.24 Unrealized +9.2%
INDY ISHARES INDIA 50 ETF USD INC 0.0%
Value ($000) $0 Shares 4,560 Est. Cost $0.05 Unrealized
COO COOPER COMPANIES INC COM USD0.10 (P/S) 0.0%
Value ($000) $0 Shares 3,095 Est. Cost $91.18 Unrealized -16.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.0%
Value ($000) $0 Shares 3,092 Est. Cost $68.60 Unrealized -0.7%
NOV NOV INC COM USD0.01 0.0%
Value ($000) $0 Shares 16,881 Est. Cost $14.51 Unrealized -13.2%
APD AIR PRODUCTS & CHEMICALS INC COM USD1 0.0%
Value ($000) $0 Shares 741 Est. Cost $247.56 Unrealized +8.3%
BMI BADGER METER INC COM USD1 0.0%
Value ($000) $0 Shares 837 Est. Cost $126.21 Unrealized +78.5%
IDXX IDEXX LABORATORIES COM USD0.10 0.0%
Value ($000) $0 Shares 380 Est. Cost $492.73 Unrealized -3.0%
BTI BRITISH AMERICAN TOBACCO PLC ADR (1 TO 2) 0.0%
Value ($000) $0 Shares 4,055 Est. Cost $27.46 Unrealized
BWXT BWX TECHNOLOGIES INC COM USD0.01 0.0%
Value ($000) $0 Shares 1,255 Est. Cost $116.37 Unrealized 0.0%
MU MICRON TECHNOLOGY COM USD0.10 0.0%
Value ($000) $0 Shares 1,451 Est. Cost $93.22 Unrealized 0.0%
CME CME GROUP INC COM STK CL A USD0.01 0.0%
Value ($000) $0 Shares 642 Est. Cost $175.06 Unrealized +53.4%
GRID FIRST TRUST NASDAQ CE SG INFRA ETF USD INC 0.0%
Value ($000) $0 Shares 1,187 Est. Cost $0.14 Unrealized
PNNT PENNANTPARK INVT C COM STK USD0.001 0.0%
Value ($000) $0 Shares 23,800 Est. Cost $3.85 Unrealized +52.2%
CHD CHURCH & DWIGHT COM USD1.00 0.0%
Value ($000) $0 Shares 1,700 Est. Cost $89.26 Unrealized +9.6%
DDOG DATADOG INC COM CL A USD 0.0%
Value ($000) $0 Shares 1,174 Est. Cost $108.15 Unrealized +2.4%
CMCSA COMCAST CORP COM CL A USD0.01 0.0%
Value ($000) $0 Shares 4,177 Est. Cost $38.74 Unrealized -12.5%
AZN ASTRAZENECA ADR (1 TO 1) 0.0%
Value ($000) $0 Shares 2,050 Est. Cost $49.83 Unrealized
IFF INTL FLAVORS & FRAGRANCES INC COM USD0.125 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $117.98 Unrealized -37.1%
FSLR FIRST SOLAR INC COM STK USD0.001 0.0%
Value ($000) $0 Shares 840 Est. Cost $203.71 Unrealized -27.5%
KEX KIRBY CORP COM USD0.10 0.0%
Value ($000) $0 Shares 1,100 Est. Cost $71.20 Unrealized +47.3%
ITW ILLINOIS TOOLS WORKS INC COM NPV 0.0%
Value ($000) $0 Shares 505 Est. Cost $214.64 Unrealized +10.5%
T AT&T INC COM USD1.00 0.0%
Value ($000) $0 Shares 4,223 Est. Cost $15.98 Unrealized +68.7%
CCJ CAMECO CORP COM NPV 0.0%
Value ($000) $0 Shares 1,580 Est. Cost $38.81 Unrealized +37.2%
ECL ECOLAB INC COM USD1 0.0%
Value ($000) $0 Shares 400 Est. Cost $195.28 Unrealized +29.2%
HCA HCA HEALTHCARE INC COM USD0.01 0.0%
Value ($000) $0 Shares 275 Est. Cost $275.86 Unrealized +30.0%
DOV DOVER CORP COM STK USD1.00 0.0%
Value ($000) $0 Shares 548 Est. Cost $139.90 Unrealized +23.5%
OXY OCCIDENTAL PETROLEUM CORP COM STK USD0.20 0.0%
Value ($000) $0 Shares 2,353 Est. Cost $42.79 Unrealized -3.8%
OWL BLUE OWL CAPITAL INC COM CL A USD0.01 0.0%
Value ($000) $0 Shares 5,050 Est. Cost $18.50 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.0%
Value ($000) $0 Shares 516 Est. Cost $142.73 Unrealized +19.4%
IONQ IONQ INC COM USD0.01 0.0%
Value ($000) $0 Shares 2,184 Est. Cost $32.71 Unrealized +2.4%
MS MORGAN STANLEY COM USD0.01 0.0%
Value ($000) $0 Shares 650 Est. Cost $113.56 Unrealized +6.5%
AGCO AGCO CORPORATION 0.0%
Value ($000) $0 Shares 890 Est. Cost $120.75 Unrealized -21.7%
JXN JACKSON FINANCIAL COM CL A USD0.01 0.0%
Value ($000) $0 Shares 1,012 Est. Cost $26.21 Unrealized +201.8%
OCSL OAKTREE SPECIALTY COM USD (POST SPLIT) 0.0%
Value ($000) $0 Shares 6,200 Est. Cost $17.65 Unrealized -20.1%
ARM ARM HOLDINGS PLC SPON ADR (1 to 1) 0.0%
Value ($000) $0 Shares 512 Est. Cost $0.15 Unrealized
NVO NOVO-NORDISK AS ADR (1 TO 1 CL B DKK1) 0.0%
Value ($000) $0 Shares 1,153 Est. Cost $10.71 Unrealized
HESS CORPORATION COM USD1 0.0%
Value ($000) $0 Shares 575 Est. Cost $100.05 Unrealized
COP CONOCOPHILLIPS COM USD0.01 0.0%
Value ($000) $0 Shares 823 Est. Cost $105.08 Unrealized -16.2%
BA BOEING CO COM USD5.00 0.0%
Value ($000) $0 Shares 350 Est. Cost $207.77 Unrealized -9.1%
CTVA CORTEVA INC COM USD0.01 0.0%
Value ($000) $0 Shares 940 Est. Cost $47.23 Unrealized +40.1%
CRWD CROWDSTRIKE HOLDINGS INC COM USD0.0005 CL A 0.0%
Value ($000) $0 Shares 130 Est. Cost $322.26 Unrealized +34.5%
FSM FORTUNA MINING CORP COM NPV 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $5.04 Unrealized +22.9%
DNOW DNOW INC 0.0%
Value ($000) $0 Shares 4,159 Est. Cost $10.60 Unrealized +44.0%
IWN ISHARES RUSSELL 2000 VALUE ETF USD INC 0.0%
Value ($000) $0 Shares 375 Est. Cost $0.16 Unrealized
BIDU BAIDU INC ADS (1 TO 1) 0.0%
Value ($000) $0 Shares 650 Est. Cost $0.10 Unrealized
PL PLANET LABS PBC COM CL A USD0.0001 0.0%
Value ($000) $0 Shares 8,100 Est. Cost $3.96 Unrealized +3.0%
ADM ARCHER DANIELS MIDLAND CO COM NPV 0.0%
Value ($000) $0 Shares 900 Est. Cost $47.57 Unrealized 0.0%
MGM MGM RESORTS INTL COM USD0.01 0.0%
Value ($000) $0 Shares 1,325 Est. Cost $34.87 Unrealized -9.1%
GFI GOLD FIELDS LTD ADR (1 TO 1) 0.0%
Value ($000) $0 Shares 1,900 Est. Cost $3.73 Unrealized
JLL JONES LANG LASALLE INC COM USD0.01 0.0%
Value ($000) $0 Shares 170 Est. Cost $185.75 Unrealized +23.4%
CNQ CANADIAN NATURAL RESRCS COM NPV (US LST) 0.0%
Value ($000) $0 Shares 1,400 Est. Cost $30.33 Unrealized -1.2%
AMR ALPHA METALLURGICAL COM USD0.01 0.0%
Value ($000) $0 Shares 390 Est. Cost $309.65 Unrealized -62.3%
KDP KEURIG DR PEPPER INC COM USD0.01 0.0%
Value ($000) $0 Shares 1,273 Est. Cost $26.72 Unrealized +23.6%
CSGP COSTAR GROUP INC COM USD0.01 0.0%
Value ($000) $0 Shares 520 Est. Cost $76.08 Unrealized +2.4%
EQT EQT CORPORATION COM NPV 0.0%
Value ($000) $0 Shares 725 Est. Cost $53.58 Unrealized 0.0%
HUBS HUBSPOT INC COM USD0.001 0.0%
Value ($000) $0 Shares 73 Est. Cost $456.53 Unrealized +28.3%
RODM HARTFORD MULTIFACTOR DEVD EX US ETF USD INC 0.0%
Value ($000) $0 Shares 1,170 Est. Cost $21.37 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM USD1.00 0.0%
Value ($000) $0 Shares 150 Est. Cost $169.70 Unrealized +33.8%
CCO CLEAR CHANNEL OUTDOOR HLDGS LTD COM USD0.01 0.0%
Value ($000) $0 Shares 32,500 Est. Cost $2.01 Unrealized -46.1%
PTON PELETON INTERACTIVE INC COM CL A USD0.002 0.0%
Value ($000) $0 Shares 5,321 Est. Cost $6.39 Unrealized +1.7%
CPNG COUPANG INC COM CL A USD0.0001 0.0%
Value ($000) $0 Shares 1,200 Est. Cost $25.62 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY ETF USD INC 0.0%
Value ($000) $0 Shares 275 Est. Cost $73.37 Unrealized
NTRS NORTHERN TRUST COM USD1.666 0.0%
Value ($000) $0 Shares 265 Est. Cost $74.93 Unrealized +34.1%
NBIX NEUROCRINE BIOSCIENCES INC COM USD0.001 0.0%
Value ($000) $0 Shares 268 Est. Cost $95.79 Unrealized +19.7%
NTES NETEASE INC ADR (1 TO 25) 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.07 Unrealized
MTZ MASTEC INC COM USD0.10 0.0%
Value ($000) $0 Shares 200 Est. Cost $43.09 Unrealized +234.3%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $0 Shares 1,150 Est. Cost $15.81 Unrealized +69.3%
EBAY EBAY INC COM USD0.001 (US LISTED) 0.0%
Value ($000) $0 Shares 450 Est. Cost $42.98 Unrealized +63.4%
ADSK AUTODESK INC COM USD0.01 0.0%
Value ($000) $0 Shares 104 Est. Cost $284.41 Unrealized -0.2%
MELI MERCADOLIBRE INC COM STK USD0.001 0.0%
Value ($000) $0 Shares 12 Est. Cost $1900.81 Unrealized +22.9%
BOOT BOOT BARN HOLDINGS COM USD0.0001 0.0%
Value ($000) $0 Shares 200 Est. Cost $133.51 Unrealized -0.6%
BMRN BIOMARIN PHARMA COM USD0.001 0.0%
Value ($000) $0 Shares 495 Est. Cost $83.25 Unrealized -29.3%
FAST FASTENAL COM USD0.01 0.0%
Value ($000) $0 Shares 652 Est. Cost $33.10 Unrealized +21.2%
ORMP ORAMED PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 11,675 Est. Cost $3.90 Unrealized -47.2%
ARKK ARK INNOVATION ETF USD INC 0.0%
Value ($000) $0 Shares 365 Est. Cost $100.40 Unrealized
ABNB AIRBNB INC COM CL A USD0.0001 0.0%
Value ($000) $0 Shares 190 Est. Cost $173.29 Unrealized -26.9%
GH GUARDANT HEALTH IN COM USD0.00001 0.0%
Value ($000) $0 Shares 460 Est. Cost $39.45 Unrealized +13.2%
NVS NOVARTIS AG ADR (1 TO 1) 0.0%
Value ($000) $0 Shares 200 Est. Cost $85.00 Unrealized
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.0%
Value ($000) $0 Shares 100 Est. Cost $148.21 Unrealized +39.0%
HPQ HEWLETT PACKARD (HP) INC COM USD0.01 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $24.56 Unrealized +0.6%
NWSA NEWS CORP 0.0%
Value ($000) $0 Shares 800 Est. Cost $26.90 Unrealized +1.8%
DXCM DEXCOM INC COM USD0.001 0.0%
Value ($000) $0 Shares 264 Est. Cost $102.19 Unrealized -23.3%
NOC NORTHROP GRUMMAN CORP COM USD1 0.0%
Value ($000) $0 Shares 45 Est. Cost $421.70 Unrealized +15.3%
PSTG PURE STORAGE INC COM USD0.0001 CL A 0.0%
Value ($000) $0 Shares 350 Est. Cost $44.65 Unrealized +11.4%
HPE HEWLETT PACKARD ENTERPRISE COM USD 0.01 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $14.46 Unrealized +13.9%
BSY BENTLEY SYSTEMS INC COM CL B USD0.01 0.0%
Value ($000) $0 Shares 350 Est. Cost $44.79 Unrealized +2.9%
MXCT MAXCYTE INC COM STK USD0.01 0.0%
Value ($000) $0 Shares 7,800 Est. Cost $3.64 Unrealized -33.5%
AWK AMERICAN WATER WORKS INC COM STK USD 0.01 0.0%
Value ($000) $0 Shares 125 Est. Cost $78.28 Unrealized +80.3%
PTC PTC INC COM USD0.01 0.0%
Value ($000) $0 Shares 100 Est. Cost $133.18 Unrealized +21.0%
ANSYS INC COM USD 0.01 0.0%
Value ($000) $0 Shares 42 Est. Cost $0.24 Unrealized
GEHC GE HEALTHCARE TECH COM USD0.01 0.0%
Value ($000) $0 Shares 186 Est. Cost $75.72 Unrealized -8.2%
ASAN ASANA INC COM CL A USD0.00001 0.0%
Value ($000) $0 Shares 1,030 Est. Cost $35.45 Unrealized -55.8%
EMBC EMBECTA CORP COM USD0.01 WI 0.0%
Value ($000) $0 Shares 1,415 Est. Cost $25.27 Unrealized -56.9%
ASH ASHLAND GLOBAL HLDGS INC COM USD0.01 0.0%
Value ($000) $0 Shares 275 Est. Cost $67.82 Unrealized -26.6%
DISV DIMENSIONAL SMALL CAP VALUE ETF USD INC 0.0%
Value ($000) $0 Shares 410 Est. Cost $0.02 Unrealized
DD DUPONT DE NEMOURS INC COM USD0.01 0.0%
Value ($000) $0 Shares 182 Est. Cost $28.76 Unrealized -5.0%
CP CANADIAN PACIFIC KANSAS CITY LIMITED COM NPV 0.0%
Value ($000) $0 Shares 140 Est. Cost $76.17 Unrealized +0.6%
CMPS COMPASS PATHWAYS PLC UNSPON ADS (1 TO 1) 0.0%
Value ($000) $0 Shares 3,900 Est. Cost $20.15 Unrealized
COIN COINBASE GLOBAL INC COM CL A USD0.00001 0.0%
Value ($000) $0 Shares 30 Est. Cost $84.28 Unrealized +177.4%
POWI POWER INTEGRATIONS INC COM USD 0.0%
Value ($000) $0 Shares 200 Est. Cost $80.51 Unrealized -37.1%
DOCU DOCUSIGN INC COM STK 0.0%
Value ($000) $0 Shares 125 Est. Cost $87.59 Unrealized -7.6%
HSY HERSHEY COMPANY COM USD1 0.0%
Value ($000) $0 Shares 56 Est. Cost $206.83 Unrealized -21.9%
RVTY PERKINELMER INC COM USD1 0.0%
Value ($000) $0 Shares 90 Est. Cost $130.76 Unrealized -28.1%
ILMN ILLUMINA INC COM USD0.01 0.0%
Value ($000) $0 Shares 80 Est. Cost $335.66 Unrealized -75.8%
LKQ LKQ CORP COM USD0.01 0.0%
Value ($000) $0 Shares 220 Est. Cost $48.50 Unrealized -19.7%
AUTL AUTOLUS THERAPEUTICS SPON EA REP 1 ORD SHS 0.0%
Value ($000) $0 Shares 3,300 Est. Cost $0.00 Unrealized
EW EDWARDS LIFESCIENCES CORP COM USD1 0.0%
Value ($000) $0 Shares 100 Est. Cost $70.04 Unrealized +6.5%
CADL CANDEL THERAPEUTICS INC COM USD0.01 0.0%
Value ($000) $0 Shares 1,350 Est. Cost $5.15 Unrealized 0.0%
OKTA OKTA INC COM CL A USD0.0001 0.0%
Value ($000) $0 Shares 56 Est. Cost $190.20 Unrealized -43.9%
NX QUANEX BUILDING PRODUCTS CORP COM USD0.01 0.0%
Value ($000) $0 Shares 333 Est. Cost $27.75 Unrealized -37.0%
CHAMPIONX CORP COM USD0.01 0.0%
Value ($000) $0 Shares 187 Est. Cost $21.39 Unrealized
MRNA MODERNA INC COM USD0.0001 0.0%
Value ($000) $0 Shares 175 Est. Cost $118.91 Unrealized -77.9%
INCY INCYTE CORPORATION COM USD0.001 0.0%
Value ($000) $0 Shares 80 Est. Cost $63.04 Unrealized +0.5%
CPRT COPART INC COM USD0.0001 0.0%
Value ($000) $0 Shares 84 Est. Cost $51.93 Unrealized +7.8%
DECK DECKERS OUTDOOR CORP COM USD0.01 0.0%
Value ($000) $0 Shares 40 Est. Cost $161.52 Unrealized -31.5%
FOLD AMICUS THERAPEUTIC COM USD0.01 0.0%
Value ($000) $0 Shares 600 Est. Cost $12.90 Unrealized -50.0%
CLDX CELLDEX THERAPEUTICS COM USD0.001 REV SPLIT 0.0%
Value ($000) $0 Shares 133 Est. Cost $31.35 Unrealized -37.9%
CDZI CADIZ INC COM USD0.01 0.0%
Value ($000) $0 Shares 1,000 Est. Cost $4.78 Unrealized -39.9%
CRCT CRICUT INC COM USD0.001 0.0%
Value ($000) $0 Shares 500 Est. Cost $5.94 Unrealized -17.0%
GXO GXO LOGISTICS INC COM USD0.01 0.0%
Value ($000) $0 Shares 39 Est. Cost $61.48 Unrealized -35.2%
AKAM AKAMAI TECHNOLOGIES INC COM USD 0.01 0.0%
Value ($000) $0 Shares 27 Est. Cost $97.47 Unrealized -20.3%
PLUG PLUG POWER INC COM USD0.01 0.0%
Value ($000) $0 Shares 750 Est. Cost $9.45 Unrealized -89.4%
NIO NIO INC SPON ADR (1 TO 1) 0.0%
Value ($000) $0 Shares 181 Est. Cost $29.35 Unrealized
GRAL GRAIL INC COM USD0.001 0.0%
Value ($000) $0 Shares 10 Est. Cost $15.16 Unrealized +138.8%
MEMBERSHIP COLLECT COM CLA USD0.01 0.0%
Value ($000) $0 Shares 200 Est. Cost $10.00 Unrealized
MBLY MOBILEYE GBL INC COM CL A USD0.01 0.0%
Value ($000) $0 Shares 40 Est. Cost $15.28 Unrealized 0.0%
GTN GRAY MEDIA INC COM NPV 0.0%
Value ($000) $0 Shares 136 Est. Cost $19.43 Unrealized -80.1%
DXC DXC TECHNOLOGY CO COM USD0.01 0.0%
Value ($000) $0 Shares 85 Est. Cost $27.26 Unrealized -43.6%
CALY TOPGOLF CALLAWAY BRANDS COM USD 0.01 0.0%
Value ($000) $0 Shares 99 Est. Cost $32.14 Unrealized -78.6%
DOW DOW INC COM USD0.01 0.0%
Value ($000) $0 Shares 182 Est. Cost $47.28 Unrealized -41.2%
DELL DELL TECHNOLOGIES INC COM CL C USD0.01 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.32 Unrealized 0.0%
BARRICK GOLD CORP COM NPV (US LISTED) 0.0%
Value ($000) $0 Shares 2,424 Est. Cost $15.20 Unrealized
DISCOVER FINANCIAL SERVICES COM STK USD0.01 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.13 Unrealized
INTC INTEL CORP COM USD0.001 0.0%
Value ($000) $0 Shares 280 Est. Cost $20.72 Unrealized 0.0%
BATL BATTALION OIL CORP COM USD0.0001 0.0%
Value ($000) $0 Shares 1 Est. Cost $9.29 Unrealized -84.7%
GEN GEN DIGITAL INC COM USD0.01 0.0%
Value ($000) $0 Shares 12 Est. Cost $18.88 Unrealized +43.2%
HEI/A HEICO CORP COM USD0.01 0.0%
Value ($000) $0 Shares 75 Est. Cost $134.99 Unrealized +62.0%
BOTZ GLOBAL X ROBOTICS ARTIFICIAL ETF USD INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $33.68 Unrealized
INDI INDIE SEMICONDUCTOR INC COM CL A USD0.0001 0.0%
Value ($000) $0 Shares 1 Est. Cost $2.52 Unrealized 0.0%
MAS MASCO CORP COM USD1.00 0.0%
Value ($000) $0 Shares 395 Est. Cost $71.38 Unrealized -12.9%
ASTS AST SPACEMOBILE INC COM USD0.0001 0.0%
Value ($000) $0 Shares 1,810 Est. Cost $23.82 Unrealized +21.5%
LUNR INTUITIVE MACHINES COM CL A USD0.01 0.0%
Value ($000) $0 Shares 850 Est. Cost $9.79 Unrealized 0.0%
LAZRQ LUMINAR TECH COM CL A USD0.0001 (R/S) 0.0%
Value ($000) $0 Shares 12 Est. Cost $6.05 Unrealized -37.1%
AMC AMC ENTERTAINMENT HLDGS INC COM A USD0.01 0.0%
Value ($000) $0 Shares 56 Est. Cost $4.02 Unrealized -26.1%
DEO DIAGEO PLC ADR (1 TO 4) 0.0%
Value ($000) $0 Shares 65 Est. Cost $0.18 Unrealized
LRCX LAM RESEARCH CORP COM USD0.001 (P/S) 0.0%
Value ($000) $0 Shares 1,370 Est. Cost $78.86 Unrealized 0.0%
FSLY FASTLY INC COM CL A USD 0.0%
Value ($000) $0 Shares 18 Est. Cost $6.94 Unrealized -3.4%
PDD PDD HOLDINGS INC SPON ADR (4 TO 1) 0.0%
Value ($000) $0 Shares 270 Est. Cost $0.13 Unrealized
NVAX NOVAVAX INC COM USD0.01 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.06 Unrealized -34.2%
FUBO FUBO TV INC COM USD0.0001 0.0%
Value ($000) $0 Shares 4,500 Est. Cost $3.12 Unrealized 0.0%
ALAB ASTERA LABS INC COM USD0.0001 0.0%
Value ($000) $0 Shares 1 Est. Cost $69.36 Unrealized +13.9%
BYND BEYOND MEAT INC COM USD 0.0001 0.0%
Value ($000) $0 Shares 60 Est. Cost $7.10 Unrealized -59.2%
LMND LEMONADE INC COM USD0.00001 0.0%
Value ($000) $0 Shares 4 Est. Cost $15.35 Unrealized +117.1%