Systematic Alpha Investments, LLC Diversified Active

CIK: 0001806755 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $2,815,262 (100.0% shares, 0.0% debt)

Holdings (230)

VOO Vanguard S&P 500 ETF 22.9%
Value ($000) $643,319 Shares 1,132,544 Est. Cost $359.90 Unrealized
LLY Eli Lilly and Company 7.7%
Value ($000) $217,725 Shares 279,303 Est. Cost $155.57 Unrealized +397.1%
VTV Vanguard Value ETF 5.6%
Value ($000) $158,159 Shares 894,868 Est. Cost $127.72 Unrealized
NVDA NVIDIA Corporation 5.0%
Value ($000) $141,436 Shares 895,220 Est. Cost $92.50 Unrealized +36.0%
MSFT Microsoft Corporation 4.4%
Value ($000) $125,050 Shares 251,402 Est. Cost $218.76 Unrealized +97.7%
AAPL Apple Inc. 4.2%
Value ($000) $118,208 Shares 576,144 Est. Cost $120.59 Unrealized +67.0%
VIG Vanguard Dividend Appreciation ETF 2.6%
Value ($000) $72,249 Shares 353,000 Est. Cost $146.24 Unrealized
AMAT Applied Materials, Inc. 2.1%
Value ($000) $58,143 Shares 317,598 Est. Cost $92.14 Unrealized +70.9%
TRV Travelers Companies, Inc. 2.0%
Value ($000) $57,577 Shares 215,208 Est. Cost $123.66 Unrealized +110.8%
VUG Vanguard Growth ETF 2.0%
Value ($000) $57,287 Shares 130,672 Est. Cost $275.66 Unrealized
VGT Vanguard Information Technology ETF 1.9%
Value ($000) $54,588 Shares 82,300 Est. Cost $353.79 Unrealized
GOOGL Alphabet Inc. Class A 1.9%
Value ($000) $54,385 Shares 308,600 Est. Cost $115.42 Unrealized +41.5%
META Meta Platforms Inc Class A 1.9%
Value ($000) $54,227 Shares 73,470 Est. Cost $276.31 Unrealized +123.2%
AMZN Amazon.com, Inc. 1.8%
Value ($000) $49,472 Shares 225,500 Est. Cost $126.92 Unrealized +55.9%
SPY SPDR S&P 500 ETF Trust 1.6%
Value ($000) $46,444 Shares 75,170 Est. Cost $489.97 Unrealized
WM Waste Management, Inc. 1.2%
Value ($000) $34,144 Shares 149,216 Est. Cost $114.32 Unrealized +100.9%
MA Mastercard Incorporated Class A 1.2%
Value ($000) $33,647 Shares 59,876 Est. Cost $325.58 Unrealized +69.4%
MRK Merck & Co., Inc. 1.2%
Value ($000) $32,510 Shares 410,682 Est. Cost $64.46 Unrealized +20.1%
RZV Invesco S&P Smallcap 600 Pure Value ETF 1.1%
Value ($000) $32,110 Shares 306,488 Est. Cost $88.96 Unrealized
GOOG Alphabet Inc. Class C 1.0%
Value ($000) $28,162 Shares 158,760 Est. Cost $116.06 Unrealized +42.0%
MCD McDonald's Corporation 1.0%
Value ($000) $28,049 Shares 96,001 Est. Cost $193.25 Unrealized +57.1%
HD Home Depot, Inc. 1.0%
Value ($000) $27,615 Shares 75,320 Est. Cost $250.62 Unrealized +42.0%
ALL Allstate Corporation 0.9%
Value ($000) $25,554 Shares 126,941 Est. Cost $95.97 Unrealized +105.1%
PEP PepsiCo, Inc. 0.9%
Value ($000) $25,540 Shares 193,425 Est. Cost $122.48 Unrealized +7.0%
MET MetLife, Inc. 0.8%
Value ($000) $22,555 Shares 280,471 Est. Cost $38.92 Unrealized +94.8%
AEP American Electric Power Company, Inc. 0.8%
Value ($000) $22,516 Shares 217,000 Est. Cost $72.00 Unrealized +41.6%
NFLX Netflix, Inc. 0.8%
Value ($000) $22,445 Shares 16,761 Est. Cost $48.20 Unrealized +134.6%
CSCO Cisco Systems, Inc. 0.8%
Value ($000) $21,825 Shares 314,568 Est. Cost $38.68 Unrealized +56.1%
UNP Union Pacific Corporation 0.8%
Value ($000) $21,478 Shares 93,348 Est. Cost $186.66 Unrealized +17.0%
RTX RTX Corporation 0.7%
Value ($000) $19,594 Shares 134,190 Est. Cost $63.81 Unrealized +106.5%
AVGO Broadcom Inc. 0.7%
Value ($000) $19,332 Shares 70,131 Est. Cost $127.54 Unrealized +69.3%
TMUS T-Mobile US, Inc. 0.6%
Value ($000) $18,289 Shares 76,760 Est. Cost $126.00 Unrealized +91.6%
ABBV AbbVie, Inc. 0.6%
Value ($000) $18,244 Shares 98,285 Est. Cost $80.54 Unrealized +126.8%
UNH UnitedHealth Group Incorporated 0.6%
Value ($000) $17,883 Shares 57,323 Est. Cost $314.51 Unrealized +19.2%
KMB Kimberly-Clark Corporation 0.6%
Value ($000) $16,999 Shares 131,859 Est. Cost $114.95 Unrealized +14.6%
SLF Sun Life Financial Inc. 0.6%
Value ($000) $16,666 Shares 250,808 Est. Cost $45.07 Unrealized +36.1%
YUM Yum! Brands, Inc. 0.5%
Value ($000) $14,704 Shares 99,234 Est. Cost $128.74 Unrealized +12.0%
ES Eversource Energy 0.5%
Value ($000) $14,388 Shares 226,152 Est. Cost $72.36 Unrealized -17.2%
BMY Bristol-Myers Squibb Company 0.5%
Value ($000) $13,715 Shares 296,292 Est. Cost $51.15 Unrealized -7.7%
VZ Verizon Communications Inc. 0.5%
Value ($000) $13,367 Shares 308,920 Est. Cost $43.90 Unrealized -4.7%
AAMI Acadian Asset Management Inc. 0.5%
Value ($000) $13,043 Shares 370,108 Est. Cost $16.68 Unrealized +74.2%
XLF Financial Select Sector SPDR Fund 0.5%
Value ($000) $13,009 Shares 248,410 Est. Cost $38.50 Unrealized
MO Altria Group, Inc. 0.4%
Value ($000) $12,467 Shares 212,638 Est. Cost $27.38 Unrealized +104.3%
AVY Avery Dennison Corporation 0.4%
Value ($000) $12,396 Shares 70,644 Est. Cost $149.81 Unrealized +15.3%
KO Coca-Cola Company 0.4%
Value ($000) $12,190 Shares 172,300 Est. Cost $44.27 Unrealized +57.7%
TGT Target Corporation 0.4%
Value ($000) $11,324 Shares 114,786 Est. Cost $159.19 Unrealized -41.4%
JPM JPMorgan Chase & Co. 0.4%
Value ($000) $10,670 Shares 36,804 Est. Cost $126.65 Unrealized +99.5%
PFE Pfizer Inc. 0.4%
Value ($000) $10,290 Shares 424,515 Est. Cost $28.76 Unrealized -22.3%
LRCX Lam Research Corporation 0.4%
Value ($000) $10,160 Shares 104,381 Est. Cost $85.67 Unrealized -7.9%
TFC Truist Financial Corporation 0.4%
Value ($000) $10,057 Shares 233,937 Est. Cost $38.41 Unrealized -1.1%
SLM SLM Corp 0.3%
Value ($000) $9,113 Shares 277,906 Est. Cost $10.52 Unrealized +190.9%
Unilever PLC Sponsored ADR 0.3%
Value ($000) $9,046 Shares 147,881 Est. Cost $59.57 Unrealized
TSLA Tesla, Inc. 0.3%
Value ($000) $8,650 Shares 27,229 Est. Cost $258.47 Unrealized +16.6%
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $8,633 Shares 40,006 Est. Cost $220.96 Unrealized
AMD Advanced Micro Devices, Inc. 0.3%
Value ($000) $7,750 Shares 54,613 Est. Cost $86.01 Unrealized +26.6%
AGG iShares Core U.S. Aggregate Bond ETF 0.3%
Value ($000) $7,142 Shares 72,000 Est. Cost $118.19 Unrealized
EIX Edison International 0.2%
Value ($000) $6,718 Shares 130,188 Est. Cost $47.64 Unrealized +11.4%
SPYG SPDR Portfolio S&P 500 Growth ETF 0.2%
Value ($000) $6,672 Shares 70,000 Est. Cost $65.06 Unrealized
SPYD SPDR Portfolio S&P 500 High Dividend ETF 0.2%
Value ($000) $6,264 Shares 147,601 Est. Cost $40.31 Unrealized
MCHP Microchip Technology Incorporated 0.2%
Value ($000) $5,559 Shares 79,000 Est. Cost $62.24 Unrealized -13.4%
INTC Intel Corporation 0.2%
Value ($000) $4,825 Shares 215,388 Est. Cost $47.09 Unrealized -56.0%
WMT Walmart Inc. 0.2%
Value ($000) $4,312 Shares 44,100 Est. Cost $52.44 Unrealized +80.7%
CRM Salesforce, Inc. 0.2%
Value ($000) $4,261 Shares 15,624 Est. Cost $237.27 Unrealized +12.1%
RCL Royal Caribbean Group 0.1%
Value ($000) $4,138 Shares 13,214 Est. Cost $79.49 Unrealized +197.0%
QCOM QUALCOMM Incorporated 0.1%
Value ($000) $3,558 Shares 22,342 Est. Cost $124.59 Unrealized +16.4%
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $3,436 Shares 21,781 Est. Cost $89.59 Unrealized +63.9%
BAC Bank of America Corp 0.1%
Value ($000) $3,194 Shares 67,508 Est. Cost $31.70 Unrealized +30.8%
ADBE Adobe Inc. 0.1%
Value ($000) $3,141 Shares 8,120 Est. Cost $495.65 Unrealized -22.3%
V Visa Inc. Class A 0.1%
Value ($000) $3,079 Shares 8,673 Est. Cost $215.50 Unrealized +61.0%
BEN Franklin Resources, Inc. 0.1%
Value ($000) $3,010 Shares 126,200 Est. Cost $26.56 Unrealized -25.5%
PBI Pitney Bowes Inc. 0.1%
Value ($000) $3,000 Shares 275,000 Est. Cost $6.01 Unrealized +56.6%
SO Southern Company 0.1%
Value ($000) $2,755 Shares 30,000 Est. Cost $49.52 Unrealized +77.7%
PSA Public Storage 0.1%
Value ($000) $2,650 Shares 9,030 Est. Cost $183.60 Unrealized +56.6%
MDT Medtronic Plc 0.1%
Value ($000) $2,589 Shares 29,701 Est. Cost $101.86 Unrealized -18.0%
MS Morgan Stanley 0.1%
Value ($000) $2,441 Shares 17,326 Est. Cost $85.71 Unrealized +41.1%
ORLY O'Reilly Automotive, Inc. 0.1%
Value ($000) $2,434 Shares 27,000 Est. Cost $88.08 Unrealized +3.5%
ANET Arista Networks, Inc. 0.1%
Value ($000) $2,383 Shares 23,296 Est. Cost $102.84 Unrealized -15.9%
BSX Boston Scientific Corporation 0.1%
Value ($000) $2,337 Shares 21,760 Est. Cost $47.13 Unrealized +114.7%
FCX Freeport-McMoRan, Inc. 0.1%
Value ($000) $2,304 Shares 53,157 Est. Cost $33.03 Unrealized +14.1%
GS Goldman Sachs Group, Inc. 0.1%
Value ($000) $2,261 Shares 3,194 Est. Cost $253.88 Unrealized +125.2%
CVX Chevron Corporation 0.1%
Value ($000) $2,127 Shares 14,854 Est. Cost $97.08 Unrealized +41.1%
BA Boeing Company 0.1%
Value ($000) $2,103 Shares 10,038 Est. Cost $208.69 Unrealized -9.5%
IVZ Invesco Ltd. 0.1%
Value ($000) $1,990 Shares 126,193 Est. Cost $12.93 Unrealized +8.4%
CARR Carrier Global Corp. 0.1%
Value ($000) $1,887 Shares 25,789 Est. Cost $36.59 Unrealized +84.0%
CBRE CBRE Group, Inc. Class A 0.1%
Value ($000) $1,853 Shares 13,223 Est. Cost $94.81 Unrealized +33.4%
QQQ Invesco QQQ Trust Series I 0.1%
Value ($000) $1,727 Shares 3,130 Est. Cost $320.93 Unrealized
MAR Marriott International, Inc. Class A 0.1%
Value ($000) $1,678 Shares 6,143 Est. Cost $139.14 Unrealized +79.1%
FANG Diamondback Energy, Inc. 0.1%
Value ($000) $1,651 Shares 12,013 Est. Cost $65.95 Unrealized +106.5%
OTIS Otis Worldwide Corporation 0.1%
Value ($000) $1,447 Shares 14,610 Est. Cost $65.86 Unrealized +44.9%
HSBC HSBC Holdings PLC Sponsored ADR 0.0%
Value ($000) $1,398 Shares 23,000 Est. Cost $29.13 Unrealized
PHM PulteGroup, Inc. 0.0%
Value ($000) $1,380 Shares 13,088 Est. Cost $48.02 Unrealized +108.7%
BRC Brady Corporation Class A 0.0%
Value ($000) $1,373 Shares 20,200 Est. Cost $50.04 Unrealized +37.7%
VFC V.F. Corporation 0.0%
Value ($000) $1,372 Shares 116,777 Est. Cost $80.95 Unrealized -84.7%
KR Kroger Co. 0.0%
Value ($000) $1,351 Shares 18,830 Est. Cost $45.37 Unrealized +50.3%
HPQ HP Inc. 0.0%
Value ($000) $1,296 Shares 53,000 Est. Cost $28.81 Unrealized -14.2%
NOW ServiceNow, Inc. 0.0%
Value ($000) $1,282 Shares 1,247 Est. Cost $121.10 Unrealized +55.8%
URI United Rentals, Inc. 0.0%
Value ($000) $1,261 Shares 1,674 Est. Cost $204.61 Unrealized +225.2%
CMG Chipotle Mexican Grill, Inc. 0.0%
Value ($000) $1,213 Shares 21,600 Est. Cost $61.48 Unrealized -17.2%
LEN Lennar Corporation Class A 0.0%
Value ($000) $1,187 Shares 10,729 Est. Cost $97.95 Unrealized +9.5%
FTNT Fortinet, Inc. 0.0%
Value ($000) $1,095 Shares 10,360 Est. Cost $53.36 Unrealized +89.1%
GE GE Aerospace 0.0%
Value ($000) $1,092 Shares 4,243 Est. Cost $62.95 Unrealized +247.2%
SNPS Synopsys, Inc. 0.0%
Value ($000) $1,053 Shares 2,053 Est. Cost $303.56 Unrealized +53.5%
MPC Marathon Petroleum Corporation 0.0%
Value ($000) $1,049 Shares 6,315 Est. Cost $51.79 Unrealized +185.5%
WDC Western Digital Corporation 0.0%
Value ($000) $1,024 Shares 16,000 Est. Cost $33.07 Unrealized +43.5%
MGM MGM Resorts International 0.0%
Value ($000) $1,007 Shares 29,270 Est. Cost $40.73 Unrealized -22.1%
ALGN Align Technology, Inc. 0.0%
Value ($000) $997 Shares 5,266 Est. Cost $475.71 Unrealized -62.9%
TSM Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR 0.0%
Value ($000) $997 Shares 4,400 Est. Cost $116.36 Unrealized
KLAC KLA Corporation 0.0%
Value ($000) $950 Shares 1,061 Est. Cost $280.51 Unrealized +166.8%
PWR Quanta Services, Inc. 0.0%
Value ($000) $943 Shares 2,493 Est. Cost $99.50 Unrealized +222.4%
CPRT Copart, Inc. 0.0%
Value ($000) $931 Shares 18,972 Est. Cost $37.42 Unrealized +49.6%
SFM Sprouts Farmers Market, Inc. 0.0%
Value ($000) $918 Shares 5,575 Est. Cost $95.38 Unrealized +71.3%
BKR Baker Hughes Company Class A 0.0%
Value ($000) $917 Shares 23,912 Est. Cost $20.01 Unrealized +86.3%
SSNHZ Samsung Electronics Co., Ltd. Sponsored GDR 0.0%
Value ($000) $886 Shares 800 Est. Cost $1093.32 Unrealized
APA APA Corporation 0.0%
Value ($000) $878 Shares 48,003 Est. Cost $22.30 Unrealized -24.4%
RJF Raymond James Financial, Inc. 0.0%
Value ($000) $874 Shares 5,700 Est. Cost $82.26 Unrealized +72.4%
F Ford Motor Company 0.0%
Value ($000) $867 Shares 79,942 Est. Cost $11.23 Unrealized -12.1%
NOC Northrop Grumman Corp. 0.0%
Value ($000) $850 Shares 1,700 Est. Cost $333.78 Unrealized +45.6%
BABA Alibaba Group Holding Limited Sponsored ADR 0.0%
Value ($000) $805 Shares 7,100 Est. Cost $232.72 Unrealized
PH Parker-Hannifin Corporation 0.0%
Value ($000) $782 Shares 1,120 Est. Cost $655.15 Unrealized -4.1%
CDNS Cadence Design Systems, Inc. 0.0%
Value ($000) $770 Shares 2,498 Est. Cost $171.96 Unrealized +69.1%
TER Teradyne, Inc. 0.0%
Value ($000) $764 Shares 8,500 Est. Cost $123.72 Unrealized -35.6%
FCFS FirstCash Holdings, Inc. 0.0%
Value ($000) $743 Shares 5,500 Est. Cost $86.84 Unrealized +46.0%
SLB Schlumberger Limited 0.0%
Value ($000) $724 Shares 21,425 Est. Cost $26.00 Unrealized +30.5%
LNC Lincoln National Corp 0.0%
Value ($000) $718 Shares 20,738 Est. Cost $43.14 Unrealized -26.9%
NWSA News Corporation Class A 0.0%
Value ($000) $706 Shares 23,740 Est. Cost $22.74 Unrealized +20.5%
RF Regions Financial Corporation 0.0%
Value ($000) $697 Shares 29,615 Est. Cost $16.56 Unrealized +24.3%
Hess Corporation 0.0%
Value ($000) $690 Shares 4,980 Est. Cost $82.53 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $682 Shares 9,171 Est. Cost $178.62 Unrealized -61.7%
TGLS Tecnoglass Inc. 0.0%
Value ($000) $681 Shares 8,800 Est. Cost $35.91 Unrealized +115.6%
TOL Toll Brothers, Inc. 0.0%
Value ($000) $673 Shares 5,900 Est. Cost $57.66 Unrealized +80.0%
MCK McKesson Corporation 0.0%
Value ($000) $660 Shares 900 Est. Cost $314.09 Unrealized +124.1%
BRK/B Berkshire Hathaway Inc. Class B 0.0%
Value ($000) $654 Shares 1,346 Est. Cost $300.50 Unrealized +69.0%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $652 Shares 4,800 Est. Cost $118.05 Unrealized
XOM Exxon Mobil Corporation 0.0%
Value ($000) $651 Shares 6,040 Est. Cost $110.09 Unrealized -5.1%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $649 Shares 2,438 Est. Cost $124.85 Unrealized +90.4%
ALSN Allison Transmission Holdings, Inc. 0.0%
Value ($000) $627 Shares 6,600 Est. Cost $43.18 Unrealized +122.0%
IBM International Business Machines Corporation 0.0%
Value ($000) $601 Shares 2,040 Est. Cost $95.11 Unrealized +166.9%
ABCB Ameris Bancorp 0.0%
Value ($000) $589 Shares 9,100 Est. Cost $57.49 Unrealized +2.2%
DIS Walt Disney Company 0.0%
Value ($000) $587 Shares 4,731 Est. Cost $174.14 Unrealized -41.0%
ACIW ACI Worldwide, Inc. 0.0%
Value ($000) $578 Shares 12,600 Est. Cost $45.71 Unrealized +7.6%
MGY Magnolia Oil & Gas Corp. Class A 0.0%
Value ($000) $571 Shares 25,400 Est. Cost $12.85 Unrealized +72.4%
EBAY eBay Inc. 0.0%
Value ($000) $564 Shares 7,580 Est. Cost $66.14 Unrealized +6.2%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $559 Shares 1,029 Est. Cost $243.83 Unrealized +114.4%
IX ORIX Corporation Sponsored ADR 0.0%
Value ($000) $559 Shares 24,810 Est. Cost $36.66 Unrealized
CE Celanese Corporation 0.0%
Value ($000) $553 Shares 10,000 Est. Cost $151.80 Unrealized -67.2%
CTVA Corteva Inc 0.0%
Value ($000) $552 Shares 7,400 Est. Cost $48.99 Unrealized +35.1%
CHE Chemed Corporation 0.0%
Value ($000) $536 Shares 1,100 Est. Cost $475.26 Unrealized +19.5%
CI Cigna Group 0.0%
Value ($000) $523 Shares 1,581 Est. Cost $210.98 Unrealized +50.7%
GEN Gen Digital Inc. 0.0%
Value ($000) $523 Shares 17,776 Est. Cost $23.75 Unrealized +13.8%
NEM Newmont Corporation 0.0%
Value ($000) $516 Shares 8,855 Est. Cost $44.64 Unrealized +18.5%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $500 Shares 10,115 Est. Cost $52.05 Unrealized
CRS Carpenter Technology Corporation 0.0%
Value ($000) $497 Shares 1,800 Est. Cost $134.54 Unrealized +61.6%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $483 Shares 10,018 Est. Cost $40.21 Unrealized
VTRS Viatris, Inc. 0.0%
Value ($000) $471 Shares 52,731 Est. Cost $13.24 Unrealized -38.1%
SKM SK Telecom Co., Ltd. Sponsored ADR 0.0%
Value ($000) $465 Shares 19,900 Est. Cost $19.51 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $464 Shares 2,181 Est. Cost $118.39 Unrealized +56.3%
NUE Nucor Corporation 0.0%
Value ($000) $430 Shares 3,320 Est. Cost $96.25 Unrealized +20.0%
DOX Amdocs Limited 0.0%
Value ($000) $429 Shares 4,700 Est. Cost $86.60 Unrealized +1.3%
LRN Stride, Inc. 0.0%
Value ($000) $428 Shares 2,950 Est. Cost $77.29 Unrealized +87.1%
WBS Webster Financial Corporation 0.0%
Value ($000) $425 Shares 7,792 Est. Cost $59.37 Unrealized -16.0%
MOS Mosaic Company 0.0%
Value ($000) $424 Shares 11,633 Est. Cost $28.93 Unrealized +8.5%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $418 Shares 36,400 Est. Cost $54.89 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $414 Shares 4,610 Est. Cost $49.31 Unrealized +78.5%
JCI Johnson Controls International plc 0.0%
Value ($000) $413 Shares 3,909 Est. Cost $57.70 Unrealized +59.0%
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $407 Shares 2,950 Est. Cost $101.07 Unrealized +33.2%
STT State Street Corporation 0.0%
Value ($000) $404 Shares 3,798 Est. Cost $69.85 Unrealized +29.7%
UAL United Airlines Holdings, Inc. 0.0%
Value ($000) $402 Shares 5,047 Est. Cost $47.92 Unrealized +53.8%
OGN Organon & Co. 0.0%
Value ($000) $398 Shares 41,067 Est. Cost $26.93 Unrealized -61.9%
NWS News Corporation Class B 0.0%
Value ($000) $395 Shares 11,500 Est. Cost $22.00 Unrealized +43.6%
AMT American Tower Corporation 0.0%
Value ($000) $390 Shares 1,764 Est. Cost $223.25 Unrealized -5.8%
KKR KKR & Co Inc 0.0%
Value ($000) $380 Shares 2,860 Est. Cost $145.82 Unrealized -20.0%
IBN ICICI Bank Limited Sponsored ADR 0.0%
Value ($000) $380 Shares 11,300 Est. Cost $19.03 Unrealized
ETSY Etsy, Inc. 0.0%
Value ($000) $378 Shares 7,528 Est. Cost $202.76 Unrealized -75.5%
ADI Analog Devices, Inc. 0.0%
Value ($000) $373 Shares 1,567 Est. Cost $155.29 Unrealized +32.7%
ELV Elevance Health, Inc. 0.0%
Value ($000) $368 Shares 947 Est. Cost $286.17 Unrealized +38.6%
C Citigroup Inc. 0.0%
Value ($000) $361 Shares 4,238 Est. Cost $44.28 Unrealized +60.8%
SWK Stanley Black & Decker, Inc. 0.0%
Value ($000) $358 Shares 5,283 Est. Cost $88.04 Unrealized -29.0%
IVV iShares Core S&P 500 ETF 0.0%
Value ($000) $338 Shares 544 Est. Cost $384.21 Unrealized
PGR Progressive Corporation 0.0%
Value ($000) $335 Shares 1,257 Est. Cost $120.35 Unrealized +114.0%
CNC Centene Corporation 0.0%
Value ($000) $333 Shares 6,134 Est. Cost $63.89 Unrealized -8.2%
EA Electronic Arts Inc. 0.0%
Value ($000) $323 Shares 2,020 Est. Cost $137.03 Unrealized +7.6%
UFPI UFP Industries, Inc. 0.0%
Value ($000) $318 Shares 3,200 Est. Cost $83.43 Unrealized +20.9%
DVN Devon Energy Corporation 0.0%
Value ($000) $315 Shares 9,918 Est. Cost $22.52 Unrealized +38.8%
BBWI Bath & Body Works, Inc. 0.0%
Value ($000) $311 Shares 10,370 Est. Cost $57.14 Unrealized -50.5%
EXPE Expedia Group, Inc. 0.0%
Value ($000) $310 Shares 1,837 Est. Cost $104.01 Unrealized +55.2%
PLMR Palomar Holdings, Inc. 0.0%
Value ($000) $309 Shares 2,000 Est. Cost $101.42 Unrealized +52.7%
MU Micron Technology, Inc. 0.0%
Value ($000) $303 Shares 2,461 Est. Cost $66.28 Unrealized +40.7%
HMY Harmony Gold Mining Co. Ltd. Sponsored ADR 0.0%
Value ($000) $302 Shares 21,600 Est. Cost $6.15 Unrealized
DRI Darden Restaurants, Inc. 0.0%
Value ($000) $301 Shares 1,380 Est. Cost $135.10 Unrealized +51.2%
KB KB Financial Group Inc. Sponsored ADR 0.0%
Value ($000) $297 Shares 3,600 Est. Cost $82.59 Unrealized
IR Ingersoll Rand Inc. 0.0%
Value ($000) $296 Shares 3,562 Est. Cost $56.20 Unrealized +40.1%
CPB Campbell's Company 0.0%
Value ($000) $291 Shares 9,500 Est. Cost $43.71 Unrealized -21.5%
GM General Motors Company 0.0%
Value ($000) $287 Shares 5,830 Est. Cost $51.75 Unrealized -9.1%
LPLA LPL Financial Holdings Inc. 0.0%
Value ($000) $285 Shares 760 Est. Cost $295.72 Unrealized +18.5%
HCA HCA Healthcare Inc 0.0%
Value ($000) $283 Shares 738 Est. Cost $248.02 Unrealized +44.6%
TMO Thermo Fisher Scientific Inc. 0.0%
Value ($000) $282 Shares 696 Est. Cost $507.04 Unrealized -17.7%
HAL Halliburton Company 0.0%
Value ($000) $282 Shares 13,816 Est. Cost $18.81 Unrealized +9.3%
LYV Live Nation Entertainment, Inc. 0.0%
Value ($000) $279 Shares 1,847 Est. Cost $96.70 Unrealized +42.4%
NWL Newell Brands Inc 0.0%
Value ($000) $270 Shares 50,000 Est. Cost $15.57 Unrealized -67.3%
MHO M/I Homes, Inc. 0.0%
Value ($000) $269 Shares 2,400 Est. Cost $151.70 Unrealized -28.4%
LIN Linde plc 0.0%
Value ($000) $265 Shares 564 Est. Cost $322.30 Unrealized +40.3%
PAYC Paycom Software, Inc. 0.0%
Value ($000) $263 Shares 1,137 Est. Cost $202.05 Unrealized +16.8%
NCLH Norwegian Cruise Line Holdings Ltd. 0.0%
Value ($000) $258 Shares 12,708 Est. Cost $25.45 Unrealized -29.7%
KEY KeyCorp 0.0%
Value ($000) $254 Shares 14,601 Est. Cost $16.22 Unrealized -7.2%
FTI TechnipFMC plc 0.0%
Value ($000) $247 Shares 7,162 Est. Cost $28.27 Unrealized +6.3%
BKZHY Santander Bank Polska SA Unsponsored ADR 0.0%
Value ($000) $246 Shares 9,000 Est. Cost $28.59 Unrealized
BLK BlackRock, Inc. 0.0%
Value ($000) $241 Shares 230 Est. Cost $840.24 Unrealized +11.0%
SPGI S&P Global, Inc. 0.0%
Value ($000) $238 Shares 452 Est. Cost $423.77 Unrealized +17.2%
DXC DXC Technology Co. 0.0%
Value ($000) $238 Shares 15,578 Est. Cost $37.86 Unrealized -59.4%
DHR Danaher Corporation 0.0%
Value ($000) $238 Shares 1,205 Est. Cost $217.14 Unrealized -11.1%
HLIT Harmonic Inc. 0.0%
Value ($000) $238 Shares 25,100 Est. Cost $13.36 Unrealized -31.7%
LTH Life Time Group Holdings, Inc. 0.0%
Value ($000) $227 Shares 7,500 Est. Cost $29.37 Unrealized +1.0%
MOD Modine Manufacturing Company 0.0%
Value ($000) $227 Shares 2,300 Est. Cost $89.24 Unrealized 0.0%
FLR Fluor Corporation 0.0%
Value ($000) $226 Shares 4,400 Est. Cost $39.88 Unrealized 0.0%
SYF Synchrony Financial 0.0%
Value ($000) $217 Shares 3,258 Est. Cost $55.34 Unrealized 0.0%
PVH PVH Corp. 0.0%
Value ($000) $217 Shares 3,169 Est. Cost $59.28 Unrealized +22.3%
TBBK Bancorp Inc 0.0%
Value ($000) $216 Shares 3,800 Est. Cost $55.52 Unrealized -8.9%
GSHD Goosehead Insurance, Inc. Class A 0.0%
Value ($000) $211 Shares 2,000 Est. Cost $109.18 Unrealized -3.0%
EW Edwards Lifesciences Corporation 0.0%
Value ($000) $209 Shares 2,670 Est. Cost $74.58 Unrealized 0.0%
MCO Moody's Corporation 0.0%
Value ($000) $209 Shares 416 Est. Cost $461.00 Unrealized 0.0%
PM Philip Morris International Inc. 0.0%
Value ($000) $205 Shares 1,126 Est. Cost $167.37 Unrealized 0.0%
WAB Westinghouse Air Brake Technologies Corporation 0.0%
Value ($000) $202 Shares 965 Est. Cost $191.67 Unrealized 0.0%
KD Kyndryl Holdings Incorporation 0.0%
Value ($000) $202 Shares 4,808 Est. Cost $36.16 Unrealized 0.0%
LOW Lowe's Companies, Inc. 0.0%
Value ($000) $200 Shares 903 Est. Cost $236.16 Unrealized -6.6%
NMRK Newmark Group, Inc. Class A 0.0%
Value ($000) $197 Shares 16,200 Est. Cost $12.83 Unrealized -13.2%
IMMR Immersion Corporation 0.0%
Value ($000) $192 Shares 24,400 Est. Cost $7.57 Unrealized -1.8%
Paramount Global Class B 0.0%
Value ($000) $135 Shares 10,428 Est. Cost $12.90 Unrealized
LC LendingClub Corp 0.0%
Value ($000) $122 Shares 10,100 Est. Cost $10.39 Unrealized 0.0%
CIG/C Companhia Energetica de Minas Gerais SA Sponsored ADR 0.0%
Value ($000) $50 Shares 18,200 Est. Cost $3.02 Unrealized
BIGGQ Big Lots, Inc. 0.0%
Value ($000) $0 Shares 46,600 Est. Cost $43.89 Unrealized -100.0%