AXS Investments LLC Quant / Systematic

CIK: 0001801467 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 10, 2025

Total Value ($000): $359,158 (100.0% shares, 0.0% debt)

Holdings (217)

GOOGL ALPHABET INC CL A 2.1%
Value ($000) $7,682 Shares 40,579 Est. Cost $121.21 Unrealized +43.7%
META META PLATFORMS INC 1.8%
Value ($000) $6,363 Shares 10,867 Est. Cost $275.07 Unrealized +112.6%
V VISA INC CLASS A 1.7%
Value ($000) $6,251 Shares 19,779 Est. Cost $213.36 Unrealized +39.8%
NFLX NETFLIX COM INC COM 1.7%
Value ($000) $6,221 Shares 6,979 Est. Cost $61.53 Unrealized +33.8%
MSFT MICROSOFT CORP 1.7%
Value ($000) $6,101 Shares 14,475 Est. Cost $326.48 Unrealized +29.4%
ACN ACCENTURE PLC 1.7%
Value ($000) $6,038 Shares 17,163 Est. Cost $344.28 Unrealized +3.0%
MA MASTERCARD INC - A 1.7%
Value ($000) $5,940 Shares 11,280 Est. Cost $338.27 Unrealized +52.2%
INVESTMENT MANAGERS TRADR 2X LNG TRI 1.6%
Value ($000) $5,907 Shares 214,800 Est. Cost $27.50 Unrealized
SHV ISHARES SHRT TRS BD ETF 1.6%
Value ($000) $5,793 Shares 52,610 Est. Cost $110.11 Unrealized
CRM SALESFORCE INC 1.6%
Value ($000) $5,753 Shares 17,208 Est. Cost $275.18 Unrealized +15.1%
ORCL ORACLE CORP 1.4%
Value ($000) $5,152 Shares 30,914 Est. Cost $92.76 Unrealized +89.6%
NVDA NVIDIA CORP 1.4%
Value ($000) $5,074 Shares 37,784 Est. Cost $90.18 Unrealized +52.8%
NOW SERVICENOW INC 1.3%
Value ($000) $4,688 Shares 4,422 Est. Cost $129.92 Unrealized +55.9%
AAPL APPLE INC 1.2%
Value ($000) $4,230 Shares 16,891 Est. Cost $154.87 Unrealized +51.4%
IBM INTL BUSINESS MACHINES CORP 1.1%
Value ($000) $4,063 Shares 18,484 Est. Cost $106.49 Unrealized +103.1%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $3,962 Shares 7,615 Est. Cost $568.90 Unrealized -3.8%
ADBE ADOBE INC 1.1%
Value ($000) $3,828 Shares 8,609 Est. Cost $612.46 Unrealized -19.2%
INTU INTUIT INC 1.0%
Value ($000) $3,751 Shares 5,968 Est. Cost $601.94 Unrealized +5.4%
CTSH COGNIZANT TECH SOLUTIONS-A 0.9%
Value ($000) $3,146 Shares 40,909 Est. Cost $72.60 Unrealized +5.9%
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $2,942 Shares 10,050 Est. Cost $207.55 Unrealized +38.7%
PANW PALO ALTO NETWORKS I COM 0.8%
Value ($000) $2,908 Shares 15,984 Est. Cost $137.34 Unrealized +37.6%
SYK STRYKER CORP 0.8%
Value ($000) $2,796 Shares 7,765 Est. Cost $331.45 Unrealized +10.5%
RLJ LODGING TRUST PERP PFD 0.8%
Value ($000) $2,762 Shares 112,442 Est. Cost $26.08 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $2,664 Shares 5,877 Est. Cost $299.74 Unrealized +54.0%
VRT VERTIV HOLDINGS CO COM CL A 0.7%
Value ($000) $2,647 Shares 23,302 Est. Cost $73.28 Unrealized +61.8%
AMAT APPLIED MATERIALS INC 0.7%
Value ($000) $2,575 Shares 15,836 Est. Cost $179.18 Unrealized 0.0%
NVR NVR INC 0.7%
Value ($000) $2,535 Shares 310 Est. Cost $9106.63 Unrealized 0.0%
CDNS CADENCE DESIGN SYS INC 0.7%
Value ($000) $2,460 Shares 8,186 Est. Cost $170.91 Unrealized +70.1%
CRWD CROWDSTRIKE HLDGS IN CL A 0.7%
Value ($000) $2,448 Shares 7,156 Est. Cost $180.25 Unrealized +84.5%
SH PROSHARES SHORTT PSHS SHRT S&P500 0.6%
Value ($000) $2,331 Shares 55,000 Est. Cost $42.38 Unrealized
PLTR PALANTIR TECHNOLOGIE CL A 0.6%
Value ($000) $2,325 Shares 30,737 Est. Cost $20.23 Unrealized +187.9%
AVGO BROADCOM INC 0.6%
Value ($000) $2,317 Shares 9,992 Est. Cost $144.54 Unrealized +26.5%
ADSK AUTODESK INC 0.6%
Value ($000) $2,262 Shares 7,653 Est. Cost $270.95 Unrealized +9.0%
FTNT FORTINET INC 0.6%
Value ($000) $2,231 Shares 23,610 Est. Cost $61.12 Unrealized +45.5%
SNPS SYNOPSYS INC 0.6%
Value ($000) $2,214 Shares 4,562 Est. Cost $374.47 Unrealized +39.6%
WDAY WORKDAY INC CL A 0.6%
Value ($000) $2,211 Shares 8,570 Est. Cost $246.34 Unrealized +3.7%
PROSHARES TR ULTRASHT SP500 0.6%
Value ($000) $2,176 Shares 110,600 Est. Cost $20.63 Unrealized
HUBB HUBBELL INC 0.6%
Value ($000) $2,118 Shares 5,057 Est. Cost $400.55 Unrealized +9.8%
PHM PULTE GROUP INC 0.6%
Value ($000) $2,102 Shares 19,304 Est. Cost $83.60 Unrealized +53.8%
AMZN AMAZON.COM INC 0.6%
Value ($000) $2,049 Shares 9,341 Est. Cost $147.23 Unrealized +39.0%
AMD ADVANCED MICRO DEVICES 0.6%
Value ($000) $1,998 Shares 16,538 Est. Cost $107.40 Unrealized +34.0%
CPRT COPART INC 0.6%
Value ($000) $1,993 Shares 34,734 Est. Cost $48.87 Unrealized +16.5%
MU MICRON TECHNOLOGY INC 0.6%
Value ($000) $1,978 Shares 23,507 Est. Cost $86.30 Unrealized +17.3%
ROP ROPER TECHNOLOGIES 0.6%
Value ($000) $1,977 Shares 3,803 Est. Cost $489.36 Unrealized +11.2%
ABR ARBOR REALTY TRUST INC 0.5%
Value ($000) $1,971 Shares 142,291 Est. Cost $14.91 Unrealized
ANET ARISTA NETWORKS INC 0.5%
Value ($000) $1,944 Shares 17,585 Est. Cost $102.84 Unrealized 0.0%
DDOG DATADOG INC - CLASS A 0.5%
Value ($000) $1,927 Shares 13,487 Est. Cost $115.65 Unrealized +18.8%
BXMT BLACKSTONE MORTGAGE TRU-CL A 0.5%
Value ($000) $1,911 Shares 109,783 Est. Cost $20.78 Unrealized
NLY ANNALY CAPITAL MANAGEMENT IN 0.5%
Value ($000) $1,903 Shares 103,994 Est. Cost $18.93 Unrealized
DOV DOVER CORP 0.5%
Value ($000) $1,895 Shares 10,100 Est. Cost $193.06 Unrealized 0.0%
TRTX TPG RE FINANCE TRUST INC 0.5%
Value ($000) $1,881 Shares 221,331 Est. Cost $8.50 Unrealized
FIS FIDELITY NATIONAL INFO SERV 0.5%
Value ($000) $1,874 Shares 23,204 Est. Cost $70.70 Unrealized +18.7%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,850 Shares 3,714 Est. Cost $385.42 Unrealized +30.5%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,847 Shares 16,333 Est. Cost $113.05 Unrealized +0.2%
BRSP BRIGHTSPIRE CAPITAL INC 0.5%
Value ($000) $1,847 Shares 327,480 Est. Cost $6.21 Unrealized
VRSK VERISK ANALYTICS INC 0.5%
Value ($000) $1,819 Shares 6,606 Est. Cost $220.26 Unrealized +25.3%
UBER UBER TECHNOLOGIES INC 0.5%
Value ($000) $1,818 Shares 30,144 Est. Cost $47.57 Unrealized +50.1%
FICO FAIR ISAAC CORP 0.5%
Value ($000) $1,816 Shares 912 Est. Cost $1710.97 Unrealized +24.8%
FBRT FRANKLIN BSP REALTY TRUST IN 0.5%
Value ($000) $1,799 Shares 143,485 Est. Cost $13.24 Unrealized
LADR LADDER CAPITAL CORP-REIT 0.5%
Value ($000) $1,790 Shares 159,933 Est. Cost $10.26 Unrealized
STWD STARWOOD PROPERTY TRUST INC 0.5%
Value ($000) $1,749 Shares 92,308 Est. Cost $19.54 Unrealized
ARI APOLLO COMMERCIAL REAL ESTAT 0.5%
Value ($000) $1,732 Shares 199,957 Est. Cost $9.99 Unrealized
SU SUNCOR ENERGY INC 0.5%
Value ($000) $1,673 Shares 46,902 Est. Cost $37.21 Unrealized +0.4%
RC READY CAPITAL CORP 0.5%
Value ($000) $1,654 Shares 242,516 Est. Cost $9.63 Unrealized
AHRT ARMADA HOFFLER PPTYS COM 0.5%
Value ($000) $1,645 Shares 160,833 Est. Cost $10.76 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.5%
Value ($000) $1,642 Shares 14,869 Est. Cost $53.76 Unrealized +72.0%
EFC ELLINGTON FINANCIAL INC 0.5%
Value ($000) $1,642 Shares 135,464 Est. Cost $12.47 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.5%
Value ($000) $1,631 Shares 10,500 Est. Cost $148.59 Unrealized 0.0%
RITM RITHM CAPITAL CORP 0.5%
Value ($000) $1,623 Shares 149,841 Est. Cost $9.29 Unrealized
ADAM NEW YORK MORTGAGE TRUST INC 0.4%
Value ($000) $1,611 Shares 265,830 Est. Cost $8.37 Unrealized
LLY ELI LILLY & CO 0.4%
Value ($000) $1,562 Shares 2,023 Est. Cost $385.43 Unrealized +113.0%
DX DYNEX CAPITAL INC 0.4%
Value ($000) $1,545 Shares 122,110 Est. Cost $11.94 Unrealized
KREF KKR REAL ESTATE FIN TR REIT 0.4%
Value ($000) $1,534 Shares 151,859 Est. Cost $12.26 Unrealized
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,528 Shares 5,150 Est. Cost $156.13 Unrealized +81.6%
SPOT SPOTIFY COMMON 0.4%
Value ($000) $1,522 Shares 3,402 Est. Cost $265.37 Unrealized +61.4%
AMLP ALPS ETF TR ALERIAN MLP 0.4%
Value ($000) $1,513 Shares 31,426 Est. Cost $47.81 Unrealized
HYGH ISHARES U S ETF TR IT RT HDG HGYL 0.4%
Value ($000) $1,512 Shares 17,515 Est. Cost $85.00 Unrealized
BIZD VANECK ETF TRUST BDC INCOME ETF 0.4%
Value ($000) $1,512 Shares 90,945 Est. Cost $16.63 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.4%
Value ($000) $1,510 Shares 36,182 Est. Cost $41.90 Unrealized
VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS 0.4%
Value ($000) $1,510 Shares 25,946 Est. Cost $57.99 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.4%
Value ($000) $1,509 Shares 31,173 Est. Cost $48.54 Unrealized
VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP 0.4%
Value ($000) $1,509 Shares 19,341 Est. Cost $77.28 Unrealized
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 0.4%
Value ($000) $1,509 Shares 29,753 Est. Cost $50.48 Unrealized
JBBB JANUS DETROIT STR TR B-BBB CLO ETF 0.4%
Value ($000) $1,509 Shares 30,691 Est. Cost $49.18 Unrealized
SHYG ISHARES TR 0-5YR HI YL CP 0.4%
Value ($000) $1,508 Shares 35,401 Est. Cost $42.20 Unrealized
AGZD WISDOMTREE TR INTRST RATE HDGE 0.4%
Value ($000) $1,505 Shares 67,027 Est. Cost $22.30 Unrealized
CIM CHIMERA INVESTMENT CORP 0.4%
Value ($000) $1,504 Shares 107,434 Est. Cost $12.80 Unrealized
CWB SPDR BLOOMBERG CONV SECURITIES ETF 0.4%
Value ($000) $1,503 Shares 19,301 Est. Cost $70.95 Unrealized
RWT REDWOOD TRUST INC 0.4%
Value ($000) $1,493 Shares 228,642 Est. Cost $7.11 Unrealized
ORC ORCHID ISLAND CAPITAL INC 0.4%
Value ($000) $1,486 Shares 191,029 Est. Cost $7.78 Unrealized
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $1,449 Shares 24,472 Est. Cost $45.45 Unrealized +21.8%
ABBV ABBVIE INC 0.4%
Value ($000) $1,447 Shares 8,144 Est. Cost $141.04 Unrealized +25.8%
BSX BOSTON SCIENTIFIC CORP 0.4%
Value ($000) $1,441 Shares 16,128 Est. Cost $73.30 Unrealized +20.1%
MRK MERCK & CO INC 0.4%
Value ($000) $1,436 Shares 14,436 Est. Cost $86.25 Unrealized +14.4%
DECK DECKERS OUTDOOR CORP 0.4%
Value ($000) $1,429 Shares 7,034 Est. Cost $145.65 Unrealized +24.1%
ARR ARMOUR RESIDENTIAL REIT INC 0.4%
Value ($000) $1,419 Shares 75,236 Est. Cost $19.40 Unrealized
HCA HCA HEALTHCARE INC 0.4%
Value ($000) $1,418 Shares 4,724 Est. Cost $311.64 Unrealized +11.1%
MFA MFA FINANCIAL INC 0.4%
Value ($000) $1,404 Shares 137,792 Est. Cost $9.61 Unrealized
AZO AUTOZONE INC 0.4%
Value ($000) $1,396 Shares 436 Est. Cost $2513.01 Unrealized +26.0%
PFE PFIZER INC 0.4%
Value ($000) $1,395 Shares 52,584 Est. Cost $26.68 Unrealized -5.9%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,387 Shares 9,028 Est. Cost $138.13 Unrealized +15.5%
ECL ECOLAB INC 0.4%
Value ($000) $1,379 Shares 5,887 Est. Cost $205.57 Unrealized +19.4%
ADI ANALOG DEVICES COM 0.4%
Value ($000) $1,375 Shares 6,471 Est. Cost $192.50 Unrealized +12.6%
STT STATE STREET CORP 0.4%
Value ($000) $1,373 Shares 13,991 Est. Cost $78.76 Unrealized +15.8%
SYY SYSCO CORP 0.4%
Value ($000) $1,367 Shares 17,874 Est. Cost $73.82 Unrealized +0.2%
MSCI MSCI INC 0.4%
Value ($000) $1,357 Shares 2,261 Est. Cost $457.21 Unrealized +29.4%
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $1,356 Shares 15,884 Est. Cost $207.68 Unrealized -59.6%
IQV IQVIA HOLDINGS INC 0.4%
Value ($000) $1,349 Shares 6,863 Est. Cost $229.92 Unrealized -8.3%
AGNC AGNC INVESTMENT CORP 0.4%
Value ($000) $1,346 Shares 146,180 Est. Cost $9.50 Unrealized
ROST ROSS STORES INC 0.4%
Value ($000) $1,346 Shares 8,900 Est. Cost $92.49 Unrealized +56.9%
PMT PENNYMAC MORTGAGE INVESTMENT 0.4%
Value ($000) $1,345 Shares 106,848 Est. Cost $12.40 Unrealized
CME CME GROUP INC 0.4%
Value ($000) $1,345 Shares 5,791 Est. Cost $176.36 Unrealized +24.5%
KLAC KLA CORP 0.4%
Value ($000) $1,342 Shares 2,130 Est. Cost $582.28 Unrealized +14.9%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $1,337 Shares 7,129 Est. Cost $159.01 Unrealized +21.5%
COR CENCORA INC 0.4%
Value ($000) $1,332 Shares 5,929 Est. Cost $150.42 Unrealized +55.0%
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,326 Shares 20,801 Est. Cost $65.44 Unrealized -2.1%
TJX TJX COMPANIES INC 0.4%
Value ($000) $1,325 Shares 10,966 Est. Cost $59.70 Unrealized +97.2%
NKE NIKE INC -CL B 0.4%
Value ($000) $1,324 Shares 17,497 Est. Cost $98.66 Unrealized -22.5%
PPG PPG INDUSTRIES INC 0.4%
Value ($000) $1,324 Shares 11,082 Est. Cost $121.53 Unrealized 0.0%
XYZ BLOCK INC 0.4%
Value ($000) $1,323 Shares 15,565 Est. Cost $59.16 Unrealized +38.7%
AMGN AMGEN INC 0.4%
Value ($000) $1,319 Shares 5,059 Est. Cost $245.07 Unrealized +16.7%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $1,316 Shares 23,273 Est. Cost $52.58 Unrealized 0.0%
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,315 Shares 1,109 Est. Cost $51.45 Unrealized +56.7%
TWO TWO HARBORS INVESTMENT CORP 0.4%
Value ($000) $1,311 Shares 110,840 Est. Cost $13.24 Unrealized
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $1,310 Shares 12,515 Est. Cost $90.00 Unrealized +15.6%
DIS WALT DISNEY CO 0.4%
Value ($000) $1,306 Shares 11,733 Est. Cost $86.78 Unrealized +19.3%
MCO MOODY'S CORP 0.4%
Value ($000) $1,305 Shares 2,757 Est. Cost $293.78 Unrealized +61.1%
TEL TE CONNECTIVITY PLC 0.4%
Value ($000) $1,304 Shares 9,121 Est. Cost $146.82 Unrealized 0.0%
BK BANK OF NEW YORK MELLON CORP 0.4%
Value ($000) $1,293 Shares 16,835 Est. Cost $43.67 Unrealized +72.9%
SPG SIMON PROPERTY GROUP INC 0.4%
Value ($000) $1,293 Shares 7,507 Est. Cost $98.18 Unrealized +68.7%
ENB ENBRIDGE INC 0.4%
Value ($000) $1,285 Shares 30,300 Est. Cost $39.21 Unrealized 0.0%
TTD THE TRADE DESK INC COM CL A 0.4%
Value ($000) $1,285 Shares 10,931 Est. Cost $69.42 Unrealized +78.2%
NDAQ NASDAQ INC 0.4%
Value ($000) $1,284 Shares 16,607 Est. Cost $67.05 Unrealized +13.7%
AMP AMERIPRISE FINANCIAL INC 0.4%
Value ($000) $1,279 Shares 2,402 Est. Cost $392.49 Unrealized +34.1%
CMCSA COMCAST CORP-CL A 0.4%
Value ($000) $1,278 Shares 34,058 Est. Cost $34.70 Unrealized +15.2%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,276 Shares 8,563 Est. Cost $105.14 Unrealized +48.6%
TEAM ATLASSIAN CORP-CL A 0.4%
Value ($000) $1,273 Shares 5,229 Est. Cost $228.99 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,269 Shares 2,509 Est. Cost $440.92 Unrealized +25.4%
AON AON PLC-CLASS A 0.4%
Value ($000) $1,264 Shares 3,520 Est. Cost $282.82 Unrealized +29.2%
ITW ILLINOIS TOOL WORKS 0.4%
Value ($000) $1,259 Shares 4,967 Est. Cost $257.33 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS 0.3%
Value ($000) $1,255 Shares 5,910 Est. Cost $157.20 Unrealized +38.5%
DE DEERE AND CO 0.3%
Value ($000) $1,254 Shares 2,959 Est. Cost $375.32 Unrealized +10.3%
AWK AMERICAN WATER WORKS CO INC 0.3%
Value ($000) $1,253 Shares 10,065 Est. Cost $136.09 Unrealized -3.5%
AJG ARTHUR J GALLAGHER & CO 0.3%
Value ($000) $1,253 Shares 4,414 Est. Cost $288.06 Unrealized 0.0%
MCK MCKESSON CORP 0.3%
Value ($000) $1,250 Shares 2,193 Est. Cost $344.86 Unrealized +61.6%
PLD PROLOGIS INC 0.3%
Value ($000) $1,247 Shares 11,802 Est. Cost $108.66 Unrealized +1.4%
APH AMPHENOL CORP-CL A 0.3%
Value ($000) $1,243 Shares 17,900 Est. Cost $69.34 Unrealized 0.0%
SCHW SCHWAB (CHARLES) CORP 0.3%
Value ($000) $1,232 Shares 16,653 Est. Cost $66.25 Unrealized +11.4%
EA ELECTRONIC ARTS INC 0.3%
Value ($000) $1,232 Shares 8,421 Est. Cost $128.71 Unrealized +18.9%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $1,228 Shares 5,126 Est. Cost $192.70 Unrealized +20.4%
CARR CARRIER GLOBAL CORP 0.3%
Value ($000) $1,216 Shares 17,814 Est. Cost $54.33 Unrealized +36.9%
GWW WW GRAINGER INC 0.3%
Value ($000) $1,206 Shares 1,144 Est. Cost $718.47 Unrealized +55.3%
CRS CARPENTER TECHNOLOGY 0.3%
Value ($000) $1,205 Shares 7,103 Est. Cost $170.70 Unrealized 0.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $1,198 Shares 8,920 Est. Cost $136.85 Unrealized -0.7%
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $1,167 Shares 19,666 Est. Cost $59.01 Unrealized 0.0%
INTC INTEL CORP 0.3%
Value ($000) $1,149 Shares 57,307 Est. Cost $32.78 Unrealized -31.2%
ORA ORMAT TECHNOLOGIES INC 0.3%
Value ($000) $1,144 Shares 16,886 Est. Cost $79.51 Unrealized -3.5%
FERG FERGUSON ENTERPRISES INC 0.3%
Value ($000) $1,108 Shares 6,383 Est. Cost $194.48 Unrealized 0.0%
APP APPLOVIN CORP COM CL A 0.3%
Value ($000) $1,104 Shares 3,410 Est. Cost $252.97 Unrealized 0.0%
CMTG CLAROS MORTGAGE TRUST INC 0.3%
Value ($000) $1,088 Shares 240,699 Est. Cost $9.75 Unrealized
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $1,081 Shares 5,800 Est. Cost $170.93 Unrealized 0.0%
LEN LENNAR CORP-A 0.3%
Value ($000) $1,078 Shares 7,904 Est. Cost $117.77 Unrealized +35.6%
LH LABCORP HOLDINGS INC 0.3%
Value ($000) $1,055 Shares 4,600 Est. Cost $226.47 Unrealized 0.0%
EFX EQUIFAX INC 0.3%
Value ($000) $1,045 Shares 4,100 Est. Cost $279.16 Unrealized -4.9%
MELI MERCADOLIBRE INC COM 0.3%
Value ($000) $1,027 Shares 604 Est. Cost $1440.13 Unrealized +35.2%
NXPI NXP SEMICONDUCTORS NV 0.3%
Value ($000) $1,027 Shares 4,940 Est. Cost $222.56 Unrealized 0.0%
MAC MACERICH CO 0.3%
Value ($000) $987 Shares 49,524 Est. Cost $9.47 Unrealized
ON ON SEMICONDUCTOR 0.3%
Value ($000) $946 Shares 15,000 Est. Cost $72.80 Unrealized -5.3%
OTEX OPEN TEXT CORP 0.3%
Value ($000) $925 Shares 32,700 Est. Cost $29.52 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.2%
Value ($000) $849 Shares 4,300 Est. Cost $104.00 Unrealized
CPAY CORPAY INC 0.2%
Value ($000) $846 Shares 2,500 Est. Cost $351.49 Unrealized 0.0%
ABNB AIRBNB INC COM CL A 0.2%
Value ($000) $830 Shares 6,313 Est. Cost $158.60 Unrealized -15.1%
DASH DOORDASH INC CL A 0.2%
Value ($000) $805 Shares 4,801 Est. Cost $94.03 Unrealized +74.7%
FTAI FORTRESS TRANS INFRS COM REP LTD LIAB 0.2%
Value ($000) $792 Shares 5,500 Est. Cost $27.12 Unrealized +437.8%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $761 Shares 3,173 Est. Cost $136.37 Unrealized +67.2%
REXR REXFORD INDL RLTY IN COM 0.2%
Value ($000) $756 Shares 19,565 Est. Cost $38.66 Unrealized
GEHC GE HEALTHCARE TECHNO COMMON STOCK 0.2%
Value ($000) $754 Shares 9,643 Est. Cost $84.84 Unrealized 0.0%
FSV FIRSTSERVICE CORP 0.2%
Value ($000) $746 Shares 4,120 Est. Cost $170.32 Unrealized +8.9%
SNOW SNOWLAKE, INC. COM 0.2%
Value ($000) $743 Shares 4,809 Est. Cost $329.40 Unrealized -57.3%
MSTR MICROSTRATEGY INC-CL A 0.2%
Value ($000) $692 Shares 2,389 Est. Cost $300.91 Unrealized 0.0%
COIN COINBASE GLOBAL INC COM CL A 0.2%
Value ($000) $687 Shares 2,766 Est. Cost $230.10 Unrealized +10.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $574 Shares 1,583 Est. Cost $234.40 Unrealized +62.9%
EQH EQUITABLE HOLDINGS INC 0.2%
Value ($000) $566 Shares 12,000 Est. Cost $32.61 Unrealized +38.2%
WMT WALMART INC 0.2%
Value ($000) $551 Shares 6,104 Est. Cost $52.43 Unrealized +63.7%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $544 Shares 3,244 Est. Cost $135.09 Unrealized +22.7%
GLOBAL MED REIT INC COM NEW 0.2%
Value ($000) $544 Shares 70,447 Est. Cost $10.54 Unrealized
GVA GRANITE CONSTRUCTION INC 0.1%
Value ($000) $526 Shares 6,000 Est. Cost $49.82 Unrealized +80.9%
NVO NOVO NORDISK A/S-SPONS ADR 0.1%
Value ($000) $516 Shares 6,000 Est. Cost $107.19 Unrealized
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $516 Shares 3,093 Est. Cost $88.31 Unrealized +100.6%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $506 Shares 2,238 Est. Cost $182.47 Unrealized +11.6%
IT GARTNER INC COM 0.1%
Value ($000) $503 Shares 1,039 Est. Cost $371.45 Unrealized +38.8%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $478 Shares 916 Est. Cost $277.80 Unrealized +87.5%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $478 Shares 2,094 Est. Cost $217.04 Unrealized +6.1%
ETN EATON CORP PLC 0.1%
Value ($000) $454 Shares 1,368 Est. Cost $318.53 Unrealized +9.0%
NLCP NEWLAKE CAPITAL PART COM 0.1%
Value ($000) $447 Shares 25,520 Est. Cost $18.51 Unrealized
RTX RTX CORP 0.1%
Value ($000) $439 Shares 3,795 Est. Cost $78.18 Unrealized +51.3%
DHR DANAHER CORP 0.1%
Value ($000) $424 Shares 1,845 Est. Cost $258.96 Unrealized -5.8%
FISV FISERV INC 0.1%
Value ($000) $382 Shares 1,860 Est. Cost $204.14 Unrealized 0.0%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.1%
Value ($000) $381 Shares 3,300 Est. Cost $149.20 Unrealized -7.5%
WPC WP CAREY INC 0.1%
Value ($000) $381 Shares 7,000 Est. Cost $54.77 Unrealized
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $380 Shares 2,300 Est. Cost $81.05 Unrealized +92.5%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $378 Shares 778 Est. Cost $417.31 Unrealized +26.3%
BAC BANK OF AMERICA 0.1%
Value ($000) $342 Shares 7,788 Est. Cost $35.80 Unrealized +19.6%
KO COCA-COLA CO/THE 0.1%
Value ($000) $337 Shares 5,415 Est. Cost $49.13 Unrealized +28.4%
BXP BXP INC 0.1%
Value ($000) $335 Shares 4,500 Est. Cost $56.09 Unrealized +36.0%
LIN LINDE PLC COM 0.1%
Value ($000) $275 Shares 657 Est. Cost $338.60 Unrealized +32.5%
PEP PEPSICO INC 0.1%
Value ($000) $274 Shares 1,802 Est. Cost $145.49 Unrealized +7.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $268 Shares 2,495 Est. Cost $61.27 Unrealized +83.4%
WFC WELLS FARGO & COMPANY 0.1%
Value ($000) $267 Shares 3,796 Est. Cost $44.05 Unrealized +51.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $264 Shares 3,310 Est. Cost $92.22 Unrealized -9.1%
FIX COMFORT SYS USA INC COM 0.1%
Value ($000) $254 Shares 600 Est. Cost $327.83 Unrealized +33.4%
URI UNITED RENTALS INC COM 0.1%
Value ($000) $247 Shares 350 Est. Cost $417.70 Unrealized +92.7%
VICI VICI PPTYS INC COM 0.1%
Value ($000) $240 Shares 8,200 Est. Cost $27.15 Unrealized +8.7%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $232 Shares 630 Est. Cost $409.91 Unrealized -0.2%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $222 Shares 1,846 Est. Cost $76.84 Unrealized +56.9%
CI CIGNA GROUP THE 0.1%
Value ($000) $210 Shares 760 Est. Cost $231.48 Unrealized +34.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $202 Shares 352 Est. Cost $544.86 Unrealized 0.0%