AXS Investments LLC Quant / Systematic

CIK: 0001801467 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 13, 2024

Total Value ($000): $376,395 (100.0% shares, 0.0% debt)

Holdings (221)

GOOGL ALPHABET INC-CL A 2.0%
Value ($000) $7,663 Shares 46,205 Est. Cost $121.21 Unrealized +37.6%
META META PLATFORMS INC 1.6%
Value ($000) $6,112 Shares 10,677 Est. Cost $269.56 Unrealized +90.0%
MSFT MICROSOFT CORP 1.5%
Value ($000) $5,757 Shares 13,378 Est. Cost $318.61 Unrealized +32.8%
NFLX NETFLIX INC 1.5%
Value ($000) $5,614 Shares 7,915 Est. Cost $61.53 Unrealized +8.7%
V VISA INC-CLASS A SHARES 1.5%
Value ($000) $5,576 Shares 20,280 Est. Cost $213.36 Unrealized +25.5%
MA MASTERCARD INC CL A 1.5%
Value ($000) $5,529 Shares 11,196 Est. Cost $338.27 Unrealized +36.5%
INVESTMENT MANAGERS TRADR 2X LONG TR 1.5%
Value ($000) $5,522 Shares 211,000 Est. Cost $26.17 Unrealized
ORCL ORACLE CORP 1.4%
Value ($000) $5,380 Shares 31,575 Est. Cost $92.76 Unrealized +54.2%
CRM SALESFORCE INC 1.4%
Value ($000) $5,125 Shares 18,723 Est. Cost $275.18 Unrealized -7.8%
NVDA NVIDIA CORP COM 1.3%
Value ($000) $4,759 Shares 39,191 Est. Cost $90.18 Unrealized +30.9%
ACN ACCENTURE PLC-CL A 1.2%
Value ($000) $4,670 Shares 13,211 Est. Cost $341.14 Unrealized -5.4%
ADBE ADOBE INC 1.1%
Value ($000) $4,264 Shares 8,236 Est. Cost $617.77 Unrealized -11.2%
NOW SERVICENOW INC COM 1.1%
Value ($000) $4,203 Shares 4,699 Est. Cost $129.92 Unrealized +26.5%
IBM INTL BUSINESS MACHINES CORP 1.1%
Value ($000) $4,097 Shares 18,532 Est. Cost $106.49 Unrealized +77.4%
AAPL APPLE INC 1.0%
Value ($000) $3,898 Shares 16,731 Est. Cost $154.87 Unrealized +43.3%
INTU INTUIT INC 1.0%
Value ($000) $3,722 Shares 5,994 Est. Cost $601.94 Unrealized +5.2%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $3,586 Shares 5,797 Est. Cost $575.60 Unrealized +2.4%
A AGILENT TECHNOLOGIES INC 0.8%
Value ($000) $3,139 Shares 21,144 Est. Cost $136.85 Unrealized -0.9%
ECL ECOLAB INC 0.8%
Value ($000) $3,108 Shares 12,174 Est. Cost $205.57 Unrealized +17.3%
RLJ LODGING TRUST PERP PFD 1.95 0.8%
Value ($000) $3,067 Shares 117,608 Est. Cost $26.08 Unrealized
ADI ANALOG DEVICES INC 0.8%
Value ($000) $3,067 Shares 13,324 Est. Cost $192.50 Unrealized +14.4%
AMZN AMAZON.COM INC 0.8%
Value ($000) $3,045 Shares 16,342 Est. Cost $147.23 Unrealized +23.9%
PFE PFIZER INC 0.8%
Value ($000) $2,854 Shares 98,602 Est. Cost $26.68 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.7%
Value ($000) $2,823 Shares 10,200 Est. Cost $207.55 Unrealized +22.1%
KLAC KLA CORP 0.7%
Value ($000) $2,784 Shares 3,595 Est. Cost $582.28 Unrealized +33.1%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $2,777 Shares 8,126 Est. Cost $87.47 Unrealized +92.4%
CARR CARRIER GLOBAL CORP 0.7%
Value ($000) $2,586 Shares 32,126 Est. Cost $54.33 Unrealized +26.1%
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $2,578 Shares 5,602 Est. Cost $291.79 Unrealized +51.5%
AMD ADVANCED MICRO DEVICES 0.7%
Value ($000) $2,510 Shares 15,297 Est. Cost $104.44 Unrealized +45.5%
STWD STARWOOD PROPERTY TRUST INC 0.7%
Value ($000) $2,480 Shares 121,703 Est. Cost $19.54 Unrealized
KREF KKR REAL ESTATE FIN TR REIT 0.6%
Value ($000) $2,412 Shares 195,291 Est. Cost $12.26 Unrealized
PROSHARES TR PSHS SHRT S&P500 0.6%
Value ($000) $2,387 Shares 220,000 Est. Cost $10.85 Unrealized
BXMT BLACKSTONE MORTGAGE TRUST INC 0.6%
Value ($000) $2,332 Shares 122,679 Est. Cost $20.78 Unrealized
SNPS SYNOPSYS INC 0.6%
Value ($000) $2,300 Shares 4,542 Est. Cost $374.47 Unrealized +43.3%
CDNS CADENCE DESIGN SYS INC 0.6%
Value ($000) $2,289 Shares 8,445 Est. Cost $170.91 Unrealized +61.8%
PROSHARES TR ULTRASHT SP500 0.6%
Value ($000) $2,282 Shares 110,600 Est. Cost $20.63 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC - A 0.6%
Value ($000) $2,222 Shares 7,922 Est. Cost $180.25 Unrealized +57.6%
NLY ANNALY CAPITAL MANAGEMENT INC 0.6%
Value ($000) $2,222 Shares 110,695 Est. Cost $18.93 Unrealized
ADSK AUTODESK INC COM 0.6%
Value ($000) $2,177 Shares 7,901 Est. Cost $270.95 Unrealized -7.1%
FICO FAIR ISAAC CORP 0.6%
Value ($000) $2,103 Shares 1,082 Est. Cost $1710.97 Unrealized 0.0%
DHR DANAHER CORP 0.6%
Value ($000) $2,077 Shares 7,469 Est. Cost $258.96 Unrealized +1.3%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $2,060 Shares 27,411 Est. Cost $45.19 Unrealized +55.8%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $2,045 Shares 3,675 Est. Cost $487.44 Unrealized +11.7%
RWT REDWOOD TRUST INC 0.5%
Value ($000) $2,042 Shares 264,183 Est. Cost $7.11 Unrealized
CAT CATERPILLAR INC 0.5%
Value ($000) $2,037 Shares 5,208 Est. Cost $234.40 Unrealized +44.5%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value ($000) $2,029 Shares 24,213 Est. Cost $73.30 Unrealized +7.5%
ABR ARBOR REALTY TRUST INC 0.5%
Value ($000) $2,018 Shares 129,690 Est. Cost $15.02 Unrealized
FTNT FORTINET INC COM 0.5%
Value ($000) $2,016 Shares 26,001 Est. Cost $61.12 Unrealized +11.8%
MAC MACERICH CO THE 0.5%
Value ($000) $2,007 Shares 110,035 Est. Cost $9.47 Unrealized
CIM CHIMERA INVESTMENT CORP 0.5%
Value ($000) $2,003 Shares 126,547 Est. Cost $12.80 Unrealized
FIS FIDELITY NATL INFORM COM 0.5%
Value ($000) $1,969 Shares 23,508 Est. Cost $70.70 Unrealized +8.4%
MFA MFA FINANCIAL INC 0.5%
Value ($000) $1,963 Shares 154,308 Est. Cost $9.61 Unrealized
CPRT COPART INC COM 0.5%
Value ($000) $1,955 Shares 37,318 Est. Cost $48.87 Unrealized +6.3%
WDAY WORKDAY INC-CLASS A 0.5%
Value ($000) $1,935 Shares 7,918 Est. Cost $245.59 Unrealized -3.8%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,910 Shares 16,750 Est. Cost $113.05 Unrealized -5.3%
TT TRANE TECHNOLOGIES PLC 0.5%
Value ($000) $1,896 Shares 4,878 Est. Cost $343.07 Unrealized 0.0%
LADR LADDER CAPITAL CORP-REIT 0.5%
Value ($000) $1,896 Shares 163,407 Est. Cost $10.26 Unrealized
FBRT FRANKLIN BSP REALTY TRUST IN 0.5%
Value ($000) $1,879 Shares 143,875 Est. Cost $13.24 Unrealized
IT GARTNER INC COM 0.5%
Value ($000) $1,865 Shares 3,681 Est. Cost $371.45 Unrealized +29.4%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,857 Shares 3,595 Est. Cost $381.52 Unrealized +28.4%
STZ CONSTELLATION BRANDS INC-A 0.5%
Value ($000) $1,842 Shares 7,150 Est. Cost $240.22 Unrealized 0.0%
GRMN GARMIN LTD 0.5%
Value ($000) $1,812 Shares 10,296 Est. Cost $168.87 Unrealized 0.0%
ACRE ARES COMMERCIAL REAL ESTATE 0.5%
Value ($000) $1,808 Shares 258,288 Est. Cost $8.96 Unrealized
DX DYNEX CAPITAL INC 0.5%
Value ($000) $1,804 Shares 141,384 Est. Cost $11.94 Unrealized
ARISTA NETWORKS INC COM 0.5%
Value ($000) $1,802 Shares 4,696 Est. Cost $169.96 Unrealized
CTSH COGNIZANT TECH SOLUTIONS-A 0.5%
Value ($000) $1,802 Shares 23,347 Est. Cost $69.40 Unrealized +5.0%
AGNC AGNC INVESTMENT CORP 0.5%
Value ($000) $1,793 Shares 171,384 Est. Cost $9.50 Unrealized
VRSK VERISK ANALYTICS INC CL A 0.5%
Value ($000) $1,789 Shares 6,676 Est. Cost $220.26 Unrealized +21.8%
EFC ELLINGTON FINANCIAL INC 0.5%
Value ($000) $1,784 Shares 138,371 Est. Cost $12.47 Unrealized
TWO TWO HARBORS INVESTMENT CORP 0.5%
Value ($000) $1,772 Shares 127,695 Est. Cost $13.24 Unrealized
MKC MCCORMICK & CO-NON VTG SHRS 0.5%
Value ($000) $1,768 Shares 21,484 Est. Cost $75.10 Unrealized 0.0%
ARR ARMOUR RESIDENTIAL REIT INC 0.5%
Value ($000) $1,764 Shares 86,482 Est. Cost $19.40 Unrealized
PMT PENNYMAC MORTGAGE INVESTMENT 0.5%
Value ($000) $1,746 Shares 122,417 Est. Cost $12.40 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.5%
Value ($000) $1,736 Shares 310,032 Est. Cost $6.24 Unrealized
RITM RITHM CAPITAL CORP 0.5%
Value ($000) $1,726 Shares 152,084 Est. Cost $9.29 Unrealized
ADAM NEW YORK MORTGAGE TRUST INC 0.5%
Value ($000) $1,715 Shares 270,967 Est. Cost $8.37 Unrealized
SYK STRYKER CORP 0.5%
Value ($000) $1,702 Shares 4,711 Est. Cost $308.84 Unrealized +10.2%
EA ELECTRONIC ARTS INC 0.4%
Value ($000) $1,690 Shares 11,783 Est. Cost $128.71 Unrealized +11.9%
MDT MEDTRONIC PLC 0.4%
Value ($000) $1,669 Shares 18,537 Est. Cost $92.22 Unrealized -12.4%
ARI APOLLO COMMERCIAL REAL ESTAT 0.4%
Value ($000) $1,661 Shares 180,726 Est. Cost $10.13 Unrealized
VCLT VANGUARD SCOTTSDALE LG-TERM COR BD 0.4%
Value ($000) $1,654 Shares 20,362 Est. Cost $81.23 Unrealized
CWB SPDR BLOOMBERG CONV SECURITIES ETF 0.4%
Value ($000) $1,653 Shares 21,577 Est. Cost $70.95 Unrealized
FSV FIRSTSERVICE CORP CAD 0.4%
Value ($000) $1,650 Shares 9,020 Est. Cost $170.32 Unrealized 0.0%
VGLT VANGUARD SCOTTSDALE LONG TERM TREAS 0.4%
Value ($000) $1,645 Shares 26,724 Est. Cost $61.54 Unrealized
CMTG CLAROS MORTGAGE TRUST INC 0.4%
Value ($000) $1,642 Shares 219,237 Est. Cost $10.26 Unrealized
RC READY CAPITAL CORP 0.4%
Value ($000) $1,640 Shares 214,888 Est. Cost $10.00 Unrealized
VWOB VANGUARD WHITEHALL F EMERG MKT BD ETF 0.4%
Value ($000) $1,636 Shares 24,656 Est. Cost $62.91 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,622 Shares 2,775 Est. Cost $440.92 Unrealized +24.4%
VCIT VANGUARD SCOTTSDALE INT-TERM CORP 0.4%
Value ($000) $1,622 Shares 19,368 Est. Cost $79.93 Unrealized
FALN ISHARES TR FALN ANGLS USD 0.4%
Value ($000) $1,614 Shares 59,018 Est. Cost $26.19 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD 0.4%
Value ($000) $1,612 Shares 16,487 Est. Cost $93.70 Unrealized
VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF 0.4%
Value ($000) $1,612 Shares 34,136 Est. Cost $47.21 Unrealized
VGIT VANGUARD SCOTTSDALE INTER TERM TREAS 0.4%
Value ($000) $1,609 Shares 26,638 Est. Cost $60.42 Unrealized
AVGO BROADCOM INC 0.4%
Value ($000) $1,605 Shares 9,305 Est. Cost $141.71 Unrealized +11.5%
SHYG ISHARES TR 0-5YR HI YL CP 0.4%
Value ($000) $1,604 Shares 36,949 Est. Cost $42.20 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.4%
Value ($000) $1,604 Shares 32,528 Est. Cost $48.54 Unrealized
VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP 0.4%
Value ($000) $1,601 Shares 20,164 Est. Cost $77.28 Unrealized
VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS 0.4%
Value ($000) $1,592 Shares 26,980 Est. Cost $57.99 Unrealized
AGZD WISDOMTREE TR INTRST RATE HDGE 0.4%
Value ($000) $1,590 Shares 70,902 Est. Cost $22.30 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 0.4%
Value ($000) $1,588 Shares 33,700 Est. Cost $47.81 Unrealized
HYGH ISHARES U S ETF TR IT RT HDG HGYL 0.4%
Value ($000) $1,588 Shares 18,414 Est. Cost $85.00 Unrealized
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $1,581 Shares 3,891 Est. Cost $304.22 Unrealized +19.0%
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.4%
Value ($000) $1,576 Shares 37,746 Est. Cost $41.90 Unrealized
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 0.4%
Value ($000) $1,572 Shares 30,893 Est. Cost $50.48 Unrealized
JBBB JANUS DETROIT STR TR B-BBB CLO ETF 0.4%
Value ($000) $1,562 Shares 31,908 Est. Cost $49.18 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,556 Shares 5,736 Est. Cost $156.13 Unrealized +57.0%
DSGX DESCARTES SYSTEMS GRP TH CAD 0.4%
Value ($000) $1,530 Shares 14,848 Est. Cost $99.39 Unrealized 0.0%
PGR PROGRESSIVE CORP THE 0.4%
Value ($000) $1,492 Shares 5,881 Est. Cost $192.70 Unrealized +11.1%
CMCSA COMCAST CORP-CLASS A 0.4%
Value ($000) $1,458 Shares 34,914 Est. Cost $34.70 Unrealized +8.8%
LLY ELI LILLY & CO 0.4%
Value ($000) $1,452 Shares 1,639 Est. Cost $283.34 Unrealized +214.2%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,445 Shares 13,932 Est. Cost $76.02 Unrealized +36.8%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $1,442 Shares 27,091 Est. Cost $45.45 Unrealized +2.9%
ABBV ABBVIE INC 0.4%
Value ($000) $1,430 Shares 7,240 Est. Cost $136.50 Unrealized +30.9%
PHM PULTE GROUP INC 0.4%
Value ($000) $1,424 Shares 9,919 Est. Cost $41.03 Unrealized +206.5%
INTC INTEL CORP 0.4%
Value ($000) $1,421 Shares 60,567 Est. Cost $32.78 Unrealized -24.1%
DE DEERE AND CO 0.4%
Value ($000) $1,413 Shares 3,386 Est. Cost $375.32 Unrealized -1.6%
NTAP NETAPP INC 0.4%
Value ($000) $1,411 Shares 11,424 Est. Cost $121.10 Unrealized 0.0%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $1,407 Shares 18,028 Est. Cost $207.68 Unrealized -67.9%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $1,405 Shares 8,672 Est. Cost $151.65 Unrealized +0.7%
KDP KEURIG DR PEPPER INC 0.4%
Value ($000) $1,391 Shares 37,101 Est. Cost $33.64 Unrealized 0.0%
DIS WALT DISNEY CO THE 0.4%
Value ($000) $1,390 Shares 14,447 Est. Cost $86.78 Unrealized +4.4%
NKE NIKE INC -CL B 0.4%
Value ($000) $1,385 Shares 15,671 Est. Cost $101.25 Unrealized -24.9%
GPC GENUINE PARTS CO 0.4%
Value ($000) $1,385 Shares 9,912 Est. Cost $132.76 Unrealized 0.0%
GWW WW GRAINGER INC 0.4%
Value ($000) $1,379 Shares 1,327 Est. Cost $718.47 Unrealized +33.2%
STLD STEEL DYNAMICS INC 0.4%
Value ($000) $1,377 Shares 10,925 Est. Cost $109.81 Unrealized +8.2%
BK BANK OF NEW YORK MELLON CORP 0.4%
Value ($000) $1,375 Shares 19,141 Est. Cost $43.67 Unrealized +46.2%
AMP AMERIPRISE FINANCIAL INC 0.4%
Value ($000) $1,365 Shares 2,906 Est. Cost $392.49 Unrealized +8.7%
SAPIENS INTERNATIONAL CORP 0.4%
Value ($000) $1,364 Shares 36,600 Est. Cost $37.27 Unrealized
HUBB HUBBELL INC 0.4%
Value ($000) $1,363 Shares 3,181 Est. Cost $377.50 Unrealized 0.0%
ORA ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $1,348 Shares 17,520 Est. Cost $79.51 Unrealized -7.5%
MRK MERCK & CO. INC. 0.4%
Value ($000) $1,347 Shares 11,864 Est. Cost $83.54 Unrealized +35.2%
LEN LENNAR CORP-A 0.4%
Value ($000) $1,345 Shares 7,172 Est. Cost $113.48 Unrealized +44.7%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $1,342 Shares 12,816 Est. Cost $90.00 Unrealized +12.1%
CME CME GROUP INC 0.4%
Value ($000) $1,336 Shares 6,053 Est. Cost $176.36 Unrealized +11.4%
AWK AMERICAN WATER WORKS CO INC 0.4%
Value ($000) $1,334 Shares 9,124 Est. Cost $136.58 Unrealized +0.5%
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,334 Shares 18,062 Est. Cost $65.64 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,331 Shares 1,156 Est. Cost $51.45 Unrealized +42.8%
COR CENCORA INC 0.4%
Value ($000) $1,329 Shares 5,906 Est. Cost $150.42 Unrealized +52.7%
XYZ BLOCK INC 0.4%
Value ($000) $1,326 Shares 19,760 Est. Cost $59.16 Unrealized +9.2%
COHU COHU INC 0.4%
Value ($000) $1,326 Shares 51,607 Est. Cost $28.02 Unrealized 0.0%
STT STATE STREET CORP 0.4%
Value ($000) $1,326 Shares 14,991 Est. Cost $78.76 Unrealized 0.0%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,326 Shares 7,797 Est. Cost $134.76 Unrealized +27.0%
NDAQ NASDAQ INC 0.4%
Value ($000) $1,323 Shares 18,114 Est. Cost $67.05 Unrealized 0.0%
GOOG ALPHABET INC-CL C 0.4%
Value ($000) $1,322 Shares 7,907 Est. Cost $115.26 Unrealized +46.0%
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $1,319 Shares 7,803 Est. Cost $98.18 Unrealized +50.3%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,317 Shares 6,375 Est. Cost $154.97 Unrealized +24.5%
AON AON PLC-CLASS A 0.3%
Value ($000) $1,315 Shares 3,800 Est. Cost $282.82 Unrealized +14.7%
MSCI MSCI INC 0.3%
Value ($000) $1,311 Shares 2,249 Est. Cost $457.21 Unrealized +16.6%
TJX TJX COMPANIES INC 0.3%
Value ($000) $1,309 Shares 11,135 Est. Cost $59.70 Unrealized +88.8%
SYY SYSCO CORP 0.3%
Value ($000) $1,307 Shares 16,747 Est. Cost $73.82 Unrealized -2.3%
ROST ROSS STORES INC 0.3%
Value ($000) $1,305 Shares 8,670 Est. Cost $91.09 Unrealized +59.5%
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $1,302 Shares 8,165 Est. Cost $145.65 Unrealized +4.7%
SCHW SCHWAB (CHARLES) CORP 0.3%
Value ($000) $1,300 Shares 20,056 Est. Cost $66.25 Unrealized -2.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.3%
Value ($000) $1,298 Shares 8,083 Est. Cost $102.11 Unrealized +48.6%
AZO AUTOZONE INC 0.3%
Value ($000) $1,295 Shares 411 Est. Cost $2473.28 Unrealized +24.1%
HPQ HP INC 0.3%
Value ($000) $1,295 Shares 36,090 Est. Cost $30.00 Unrealized +10.8%
MPWR MONOLITHIC POWER SYSTEMS INC 0.3%
Value ($000) $1,292 Shares 1,397 Est. Cost $712.18 Unrealized +19.8%
PLD PROLOGIS INC 0.3%
Value ($000) $1,290 Shares 10,216 Est. Cost $108.43 Unrealized +8.9%
MRSH MARSH & MCLENNAN COS 0.3%
Value ($000) $1,281 Shares 5,740 Est. Cost $155.40 Unrealized +39.6%
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $1,276 Shares 15,892 Est. Cost $65.79 Unrealized +20.4%
MCO MOODY'S CORP 0.3%
Value ($000) $1,270 Shares 2,677 Est. Cost $288.42 Unrealized +59.0%
AMGN AMGEN INC 0.3%
Value ($000) $1,260 Shares 3,911 Est. Cost $233.04 Unrealized +34.4%
EFX EQUIFAX INC 0.3%
Value ($000) $1,249 Shares 4,251 Est. Cost $279.16 Unrealized 0.0%
VRT VERTIV HOLDINGS CO COM CL A 0.3%
Value ($000) $1,244 Shares 12,500 Est. Cost $34.16 Unrealized +142.2%
MRVL MARVELL TECHNOLOGY INC 0.3%
Value ($000) $1,235 Shares 17,127 Est. Cost $53.76 Unrealized +27.9%
IQV IQVIA HOLDINGS INC 0.3%
Value ($000) $1,230 Shares 5,191 Est. Cost $236.05 Unrealized 0.0%
ON ON SEMICONDUCTOR 0.3%
Value ($000) $1,218 Shares 16,768 Est. Cost $72.80 Unrealized 0.0%
BIIB BIOGEN INC 0.3%
Value ($000) $1,199 Shares 6,185 Est. Cost $209.21 Unrealized 0.0%
SPOT SPOTIFY COMMON 0.3%
Value ($000) $1,188 Shares 3,223 Est. Cost $256.33 Unrealized +29.7%
STE STERIS PLC 0.3%
Value ($000) $1,172 Shares 4,834 Est. Cost $231.10 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.3%
Value ($000) $1,170 Shares 10,673 Est. Cost $68.11 Unrealized +46.5%
MCK MCKESSON CORP 0.3%
Value ($000) $1,151 Shares 2,327 Est. Cost $344.86 Unrealized +60.5%
DDOG DATADOG INC CL A COM 0.3%
Value ($000) $1,131 Shares 9,833 Est. Cost $107.59 Unrealized +8.6%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $1,120 Shares 546 Est. Cost $1386.26 Unrealized +35.8%
BXP BXP INC 0.3%
Value ($000) $1,117 Shares 13,887 Est. Cost $56.09 Unrealized +18.6%
PLTR PALANTIR TECHNOLOGIE CL A 0.3%
Value ($000) $1,034 Shares 27,798 Est. Cost $16.21 Unrealized +89.3%
SU SUNCOR ENERGY INC NEW 0.3%
Value ($000) $1,034 Shares 27,998 Est. Cost $37.11 Unrealized 0.0%
RBA RB GLOBAL INC CAD 0.3%
Value ($000) $973 Shares 12,070 Est. Cost $81.16 Unrealized 0.0%
AHRT ARMADA HOFFLER PPTYS COM 0.2%
Value ($000) $897 Shares 82,790 Est. Cost $11.26 Unrealized
WPC WP CAREY INC 0.2%
Value ($000) $779 Shares 12,500 Est. Cost $54.77 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.2%
Value ($000) $747 Shares 4,300 Est. Cost $104.00 Unrealized
ABNB AIRBNB INC COM CL A 0.2%
Value ($000) $739 Shares 5,831 Est. Cost $160.57 Unrealized -19.2%
FTAI FORTRESS TRANS INFRS COM REP LTD LIAB 0.2%
Value ($000) $731 Shares 5,500 Est. Cost $27.12 Unrealized +312.5%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $729 Shares 3,456 Est. Cost $136.37 Unrealized +50.3%
NVO NOVO NORDISK A/S-SPONS ADR 0.2%
Value ($000) $714 Shares 6,000 Est. Cost $107.19 Unrealized
GLOBAL MED REIT INC COM NEW 0.2%
Value ($000) $698 Shares 70,447 Est. Cost $10.54 Unrealized
DASH DOORDASH INC CL A 0.2%
Value ($000) $648 Shares 4,539 Est. Cost $89.98 Unrealized +34.8%
GLPI GAMING & LEISURE PPT COM 0.2%
Value ($000) $627 Shares 12,184 Est. Cost $47.19 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $589 Shares 3,121 Est. Cost $88.31 Unrealized +90.2%
PG PROCTER & GAMBLE CO THE 0.2%
Value ($000) $567 Shares 3,272 Est. Cost $135.09 Unrealized +21.6%
CTO CTO REALTY GROWTH INC 0.1%
Value ($000) $553 Shares 29,068 Est. Cost $16.36 Unrealized
SNOW SNOWLAKE, INC. COM 0.1%
Value ($000) $538 Shares 4,682 Est. Cost $334.51 Unrealized -63.2%
VICI VICI PPTYS INC COM 0.1%
Value ($000) $536 Shares 16,100 Est. Cost $27.15 Unrealized +7.4%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $524 Shares 1,066 Est. Cost $277.80 Unrealized +67.6%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.1%
Value ($000) $519 Shares 3,300 Est. Cost $149.20 Unrealized +3.9%
NLCP NEWLAKE CAPITAL PART COM 0.1%
Value ($000) $516 Shares 25,520 Est. Cost $18.51 Unrealized
EQH EQUITABLE HOLDINGS INC 0.1%
Value ($000) $504 Shares 12,000 Est. Cost $32.61 Unrealized +22.3%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $493 Shares 2,001 Est. Cost $216.43 Unrealized +8.4%
WMT WALMART INC 0.1%
Value ($000) $488 Shares 6,047 Est. Cost $52.43 Unrealized +38.3%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $488 Shares 2,740 Est. Cost $230.10 Unrealized -12.9%
GVA GRANITE CONSTRUCTION INC 0.1%
Value ($000) $476 Shares 6,000 Est. Cost $49.82 Unrealized +41.1%
RTX RTX CORP 0.1%
Value ($000) $460 Shares 3,796 Est. Cost $78.18 Unrealized +42.1%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $443 Shares 2,141 Est. Cost $181.52 Unrealized +3.8%
ETN EATON CORP PLC 0.1%
Value ($000) $435 Shares 1,312 Est. Cost $317.31 Unrealized -5.1%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $433 Shares 741 Est. Cost $411.82 Unrealized +25.4%
CSGP COSTAR GROUP INC 0.1%
Value ($000) $406 Shares 5,379 Est. Cost $73.57 Unrealized +3.1%
KO COCA-COLA CO THE 0.1%
Value ($000) $392 Shares 5,453 Est. Cost $49.13 Unrealized +33.6%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $364 Shares 700 Est. Cost $409.91 Unrealized +27.0%
BAC BANK OF AMERICA 0.1%
Value ($000) $327 Shares 8,234 Est. Cost $35.80 Unrealized +8.3%
PEP PEPSICO INC 0.1%
Value ($000) $309 Shares 1,815 Est. Cost $145.49 Unrealized +12.0%
CI CIGNA GROUP THE 0.1%
Value ($000) $305 Shares 880 Est. Cost $231.48 Unrealized +44.7%
BA BOEING CO COM 0.1%
Value ($000) $304 Shares 2,002 Est. Cost $171.47 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $297 Shares 2,530 Est. Cost $61.27 Unrealized +79.6%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $287 Shares 2,300 Est. Cost $81.05 Unrealized +39.7%
LIN LINDE PLC COM 0.1%
Value ($000) $284 Shares 596 Est. Cost $327.33 Unrealized +36.8%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $283 Shares 350 Est. Cost $417.70 Unrealized +70.2%
WFC WELLS FARGO & COMPANY 0.1%
Value ($000) $240 Shares 4,247 Est. Cost $44.05 Unrealized +24.5%
CVS CVS HEALTH CORP 0.1%
Value ($000) $238 Shares 3,788 Est. Cost $79.12 Unrealized -30.2%
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $234 Shares 600 Est. Cost $327.83 Unrealized 0.0%
VLTO VERALTO CORP 0.1%
Value ($000) $229 Shares 2,049 Est. Cost $105.00 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $225 Shares 1,856 Est. Cost $76.84 Unrealized +42.9%