AXS Investments LLC Quant / Systematic

CIK: 0001801467 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 9, 2025

Total Value ($000): $361,600 (100.0% shares, 0.0% debt)

Holdings (201)

REZ ISHARES TR RESIDENTIAL MULT 2.6%
Value ($000) $9,249 Shares 107,027 Est. Cost $86.42 Unrealized
USRT ISHARES TR CRE U S REIT ETF 2.5%
Value ($000) $9,118 Shares 158,291 Est. Cost $57.60 Unrealized
JAAA JANUS DETROIT STR TR HENDRSON AAA CL 1.9%
Value ($000) $7,000 Shares 138,042 Est. Cost $50.66 Unrealized
SHV ISHARES SHRT TRS BD ETF 1.9%
Value ($000) $6,869 Shares 62,188 Est. Cost $110.16 Unrealized
BIL SPDR BLOOMBERG BARCLAYS 1-3MO TBILL 1.9%
Value ($000) $6,869 Shares 74,879 Est. Cost $91.73 Unrealized
PFFV GLOBAL X FDS RATE PREFERRED 1.8%
Value ($000) $6,470 Shares 273,450 Est. Cost $23.66 Unrealized
MORT VANECK ETF TRUST MORTGAGE REIT 1.7%
Value ($000) $6,327 Shares 566,455 Est. Cost $11.17 Unrealized
V VISA INC-CLASS A SHARES 1.6%
Value ($000) $5,705 Shares 16,279 Est. Cost $213.36 Unrealized +57.6%
NFLX NETFLIX INC 1.5%
Value ($000) $5,562 Shares 5,964 Est. Cost $61.53 Unrealized +54.6%
PREF PRINCIPAL EXCHANGE T SPECTRUM PFD 1.5%
Value ($000) $5,475 Shares 292,799 Est. Cost $18.70 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $5,421 Shares 14,440 Est. Cost $326.48 Unrealized +24.1%
MA MASTERCARD INC CL A 1.5%
Value ($000) $5,375 Shares 9,807 Est. Cost $338.27 Unrealized +60.2%
META META PLATFORMS INC 1.5%
Value ($000) $5,348 Shares 9,279 Est. Cost $275.07 Unrealized +133.8%
GOOGL ALPHABET INC CL A 1.3%
Value ($000) $4,705 Shares 30,426 Est. Cost $121.21 Unrealized +49.1%
CRM SALESFORCE INC 1.2%
Value ($000) $4,507 Shares 16,796 Est. Cost $275.18 Unrealized +12.3%
IBM INTL BUSINESS MACHINES CORP 1.2%
Value ($000) $4,232 Shares 17,018 Est. Cost $106.49 Unrealized +124.8%
ORCL ORACLE CORP 1.2%
Value ($000) $4,223 Shares 30,205 Est. Cost $92.76 Unrealized +74.2%
NVDA NVIDIA CORP COM 1.1%
Value ($000) $3,989 Shares 36,804 Est. Cost $90.18 Unrealized +40.5%
ACN ACCENTURE PLC-CL A 1.1%
Value ($000) $3,894 Shares 12,479 Est. Cost $344.28 Unrealized +1.5%
INTU INTUIT INC 1.0%
Value ($000) $3,546 Shares 5,776 Est. Cost $601.94 Unrealized -0.7%
NOW SERVICENOW INC COM 1.0%
Value ($000) $3,490 Shares 4,384 Est. Cost $129.92 Unrealized +48.4%
AAPL APPLE INC 1.0%
Value ($000) $3,457 Shares 15,564 Est. Cost $154.87 Unrealized +49.0%
ADBE ADOBE INC 0.9%
Value ($000) $3,315 Shares 8,644 Est. Cost $612.46 Unrealized -30.0%
SYK STRYKER CORP 0.9%
Value ($000) $3,286 Shares 8,827 Est. Cost $336.94 Unrealized +11.9%
BRK/B BERKSHIRE HATHAWAY INC 0.9%
Value ($000) $3,268 Shares 6,136 Est. Cost $307.61 Unrealized +58.0%
PFFA ETFIS SER TR I VIRTUS INFRCAP 0.8%
Value ($000) $3,045 Shares 143,554 Est. Cost $21.21 Unrealized
GRMN GARMIN LTD 0.8%
Value ($000) $2,925 Shares 13,472 Est. Cost $212.87 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING 0.8%
Value ($000) $2,892 Shares 9,465 Est. Cost $207.55 Unrealized +42.3%
TEL TE CONNECTIVITY PLC 0.8%
Value ($000) $2,781 Shares 19,680 Est. Cost $146.65 Unrealized -0.1%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $2,621 Shares 15,359 Est. Cost $137.34 Unrealized +34.6%
MU MICRON TECHNOLOGY INC 0.7%
Value ($000) $2,597 Shares 29,884 Est. Cost $88.31 Unrealized +8.4%
PLTR PALANTIR TECHNOLOGIE CL A 0.7%
Value ($000) $2,460 Shares 29,151 Est. Cost $20.23 Unrealized +334.0%
SH PROSHARES SHORTT PSHS SHRT S&P500 0.7%
Value ($000) $2,451 Shares 55,000 Est. Cost $42.38 Unrealized
INVESTMENT MANAGERS TRADR 2X LONG TR 0.7%
Value ($000) $2,428 Shares 105,500 Est. Cost $23.01 Unrealized
INVESTMENT MANAGERS TRADR 2X LNG TRI 0.7%
Value ($000) $2,401 Shares 109,300 Est. Cost $27.50 Unrealized
PROSHARES TR ULTRASHT SP500 0.7%
Value ($000) $2,373 Shares 110,600 Est. Cost $20.63 Unrealized
CRWD CROWDSTRIKE HOLDINGS INC - A 0.6%
Value ($000) $2,257 Shares 6,400 Est. Cost $180.25 Unrealized +111.4%
CDNS CADENCE DESIGN SYS INC 0.6%
Value ($000) $2,233 Shares 8,778 Est. Cost $178.14 Unrealized +56.1%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $2,098 Shares 3,559 Est. Cost $489.36 Unrealized +13.9%
SNPS SYNOPSYS INC 0.6%
Value ($000) $2,090 Shares 4,874 Est. Cost $381.59 Unrealized +27.3%
UBER UBER TECHNOLOGIES INC 0.6%
Value ($000) $2,083 Shares 28,588 Est. Cost $47.57 Unrealized +51.4%
CPRT COPART INC COM 0.6%
Value ($000) $2,062 Shares 36,436 Est. Cost $49.22 Unrealized +14.3%
AMD ADVANCED MICRO DEVICES 0.6%
Value ($000) $2,016 Shares 19,623 Est. Cost $108.00 Unrealized +3.0%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $2,012 Shares 19,942 Est. Cost $78.54 Unrealized +28.2%
FTNT FORTINET INC COM 0.6%
Value ($000) $2,009 Shares 20,875 Est. Cost $61.12 Unrealized +65.9%
ADSK AUTODESK INC COM 0.6%
Value ($000) $1,989 Shares 7,599 Est. Cost $270.95 Unrealized +5.0%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $1,949 Shares 14,695 Est. Cost $113.05 Unrealized +11.0%
BXMT BLACKSTONE MORTGAGE TRU-CL A 0.5%
Value ($000) $1,889 Shares 94,462 Est. Cost $20.78 Unrealized
FIS FIDELITY NATIONAL INFO SERV 0.5%
Value ($000) $1,887 Shares 25,263 Est. Cost $70.93 Unrealized +3.8%
FICO FAIR ISAAC CORP 0.5%
Value ($000) $1,868 Shares 1,013 Est. Cost $1725.02 Unrealized +7.4%
WDAY WORKDAY INC-CLASS A 0.5%
Value ($000) $1,849 Shares 7,918 Est. Cost $246.34 Unrealized +3.6%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,828 Shares 3,597 Est. Cost $385.42 Unrealized +31.7%
SPOT SPOTIFY COMMON 0.5%
Value ($000) $1,817 Shares 3,303 Est. Cost $265.37 Unrealized +110.6%
ARI APOLLO COMMERCIAL REAL ESTAT 0.5%
Value ($000) $1,814 Shares 189,555 Est. Cost $9.99 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $1,802 Shares 3,622 Est. Cost $568.90 Unrealized -5.1%
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,779 Shares 9,352 Est. Cost $147.23 Unrealized +47.4%
KREF KKR REAL ESTATE FIN TR REIT 0.5%
Value ($000) $1,778 Shares 164,623 Est. Cost $12.14 Unrealized
STWD STARWOOD PROPERTY TRUST INC 0.5%
Value ($000) $1,745 Shares 88,289 Est. Cost $19.54 Unrealized
ADAM NEW YORK MORTGAGE TRUST INC 0.5%
Value ($000) $1,734 Shares 267,183 Est. Cost $8.37 Unrealized
LADR LADDER CAPITAL CORP-REIT 0.5%
Value ($000) $1,720 Shares 150,771 Est. Cost $10.26 Unrealized
DE DEERE AND CO 0.5%
Value ($000) $1,718 Shares 3,661 Est. Cost $391.85 Unrealized +17.8%
FBRT FRANKLIN BSP REALTY TRUST IN 0.5%
Value ($000) $1,709 Shares 134,137 Est. Cost $13.24 Unrealized
EFC ELLINGTON FINANCIAL INC 0.5%
Value ($000) $1,704 Shares 128,530 Est. Cost $12.47 Unrealized
HCA HCA HEALTHCARE INC 0.5%
Value ($000) $1,682 Shares 4,869 Est. Cost $311.87 Unrealized +2.4%
RITM RITHM CAPITAL CORP 0.5%
Value ($000) $1,638 Shares 143,020 Est. Cost $9.29 Unrealized
TRTX TPG RE FINANCE TRUST INC 0.4%
Value ($000) $1,606 Shares 197,014 Est. Cost $8.50 Unrealized
BRSP BRIGHTSPIRE CAPITAL INC 0.4%
Value ($000) $1,596 Shares 287,049 Est. Cost $6.21 Unrealized
COR CENCORA INC 0.4%
Value ($000) $1,585 Shares 5,700 Est. Cost $150.42 Unrealized +65.9%
DDOG DATADOG INC CL A COM 0.4%
Value ($000) $1,545 Shares 15,572 Est. Cost $117.06 Unrealized +7.8%
MFA MFA FINANCIAL INC 0.4%
Value ($000) $1,538 Shares 149,890 Est. Cost $9.66 Unrealized
CMTG CLAROS MORTGAGE TRUST INC 0.4%
Value ($000) $1,534 Shares 411,159 Est. Cost $7.25 Unrealized
VCLT VANGUARD SCOTTSDALE LG-TERM COR BD 0.4%
Value ($000) $1,532 Shares 20,187 Est. Cost $75.91 Unrealized
VWOB VANGUARD WHITEHALL F EMERG MKT BD ETF 0.4%
Value ($000) $1,530 Shares 23,827 Est. Cost $64.20 Unrealized
VGIT VANGUARD SCOTTSDALE INTER TERM TREAS 0.4%
Value ($000) $1,529 Shares 25,740 Est. Cost $59.40 Unrealized
VCIT VANGUARD SCOTTSDALE INT-TERM CORP 0.4%
Value ($000) $1,528 Shares 18,689 Est. Cost $81.76 Unrealized
VTIP VANGUARD MALVERN FDS STRM INFPROIDX 0.4%
Value ($000) $1,528 Shares 30,613 Est. Cost $48.54 Unrealized
VMBS VANGUARD SCOTTSDALE MTG-BKD SECS ETF 0.4%
Value ($000) $1,527 Shares 32,981 Est. Cost $46.31 Unrealized
VGSH VANGUARD SCOTTSDALE SHORT TERM TREAS 0.4%
Value ($000) $1,527 Shares 26,012 Est. Cost $57.99 Unrealized
IT GARTNER INC COM 0.4%
Value ($000) $1,527 Shares 3,637 Est. Cost $458.14 Unrealized +7.6%
VCSH VANGUARD SCOTTSDALE SHRT-TERM CORP 0.4%
Value ($000) $1,526 Shares 19,336 Est. Cost $77.28 Unrealized
TWO TWO HARBORS INVESTMENT CORP 0.4%
Value ($000) $1,525 Shares 114,116 Est. Cost $13.24 Unrealized
AMLP ALPS ETF TR ALERIAN MLP 0.4%
Value ($000) $1,523 Shares 29,314 Est. Cost $47.81 Unrealized
CWB SPDR BLOOMBERG CONV SECURITIES ETF 0.4%
Value ($000) $1,520 Shares 19,841 Est. Cost $71.10 Unrealized
PMT PENNYMAC MORTGAGE INVESTMENT 0.4%
Value ($000) $1,519 Shares 103,678 Est. Cost $12.40 Unrealized
RWT REDWOOD TRUST INC 0.4%
Value ($000) $1,459 Shares 240,424 Est. Cost $7.06 Unrealized
CNC CENTENE CORP COM 0.4%
Value ($000) $1,458 Shares 24,022 Est. Cost $60.43 Unrealized 0.0%
ABR ARBOR REALTY TRUST INC 0.4%
Value ($000) $1,446 Shares 123,080 Est. Cost $14.91 Unrealized
GEHC GE HEALTHCARE TECHNOLOG-INC 0.4%
Value ($000) $1,436 Shares 17,797 Est. Cost $85.29 Unrealized +0.6%
NLY ANNALY CAPITAL MANAGEMENT IN 0.4%
Value ($000) $1,434 Shares 70,615 Est. Cost $18.93 Unrealized
AWK AMERICAN WATER WORKS CO INC 0.4%
Value ($000) $1,434 Shares 9,720 Est. Cost $136.09 Unrealized -5.1%
ANET ARISTA NETWORKS INC 0.4%
Value ($000) $1,431 Shares 18,474 Est. Cost $102.77 Unrealized -1.3%
CMCSA COMCAST CORP-CLASS A 0.4%
Value ($000) $1,428 Shares 38,711 Est. Cost $34.74 Unrealized +0.9%
ABBV ABBVIE INC 0.4%
Value ($000) $1,425 Shares 6,802 Est. Cost $141.04 Unrealized +34.3%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $1,423 Shares 2,717 Est. Cost $445.40 Unrealized +12.1%
LH LABCORP HOLDINGS INC 0.4%
Value ($000) $1,414 Shares 6,076 Est. Cost $229.82 Unrealized +4.5%
CAH CARDINAL HEALTH INC 0.4%
Value ($000) $1,406 Shares 10,206 Est. Cost $125.89 Unrealized 0.0%
CNH CNH INDUSTRIAL NV 0.4%
Value ($000) $1,406 Shares 114,500 Est. Cost $12.31 Unrealized 0.0%
CIM CHIMERA INVESTMENT CORP 0.4%
Value ($000) $1,403 Shares 109,345 Est. Cost $12.80 Unrealized
TEAM ATLASSIAN CORP-CL A 0.4%
Value ($000) $1,396 Shares 6,579 Est. Cost $236.15 Unrealized +11.7%
DX DYNEX CAPITAL INC 0.4%
Value ($000) $1,394 Shares 107,081 Est. Cost $11.94 Unrealized
MCK MCKESSON CORP 0.4%
Value ($000) $1,390 Shares 2,065 Est. Cost $344.86 Unrealized +78.6%
CME CME GROUP INC 0.4%
Value ($000) $1,382 Shares 5,208 Est. Cost $176.36 Unrealized +37.5%
ORLY O'REILLY AUTOMOTIVE INC 0.4%
Value ($000) $1,380 Shares 963 Est. Cost $51.45 Unrealized +69.1%
LLY ELI LILLY & CO 0.4%
Value ($000) $1,374 Shares 1,664 Est. Cost $385.43 Unrealized +114.5%
VEEV VEEVA SYSTEMS INC-CLASS A 0.4%
Value ($000) $1,365 Shares 5,895 Est. Cost $228.51 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS 0.4%
Value ($000) $1,356 Shares 5,557 Est. Cost $157.20 Unrealized +42.1%
AGNC AGNC INVESTMENT CORP 0.4%
Value ($000) $1,356 Shares 141,528 Est. Cost $9.50 Unrealized
AJG ARTHUR J GALLAGHER & CO 0.4%
Value ($000) $1,351 Shares 3,913 Est. Cost $288.06 Unrealized +8.8%
MRK MERCK & CO. INC 0.4%
Value ($000) $1,348 Shares 15,014 Est. Cost $86.39 Unrealized +4.3%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $1,343 Shares 4,991 Est. Cost $156.13 Unrealized +87.3%
ORA ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $1,339 Shares 18,922 Est. Cost $78.21 Unrealized -13.8%
ECL ECOLAB INC 0.4%
Value ($000) $1,338 Shares 5,278 Est. Cost $205.57 Unrealized +21.4%
AMGN AMGEN INC 0.4%
Value ($000) $1,337 Shares 4,290 Est. Cost $245.07 Unrealized +17.2%
QCOM QUALCOMM INC 0.4%
Value ($000) $1,333 Shares 8,675 Est. Cost $138.13 Unrealized +15.6%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $1,331 Shares 21,566 Est. Cost $45.45 Unrealized +32.2%
PGR PROGRESSIVE CORP 0.4%
Value ($000) $1,326 Shares 4,687 Est. Cost $192.70 Unrealized +27.3%
VRSK VERISK ANALYTICS INC 0.4%
Value ($000) $1,325 Shares 4,451 Est. Cost $220.26 Unrealized +30.0%
ICE INTERCONTINENTAL EXCHANGE IN 0.4%
Value ($000) $1,316 Shares 7,629 Est. Cost $105.14 Unrealized +54.2%
PHM PULTE GROUP INC 0.4%
Value ($000) $1,315 Shares 12,795 Est. Cost $83.60 Unrealized +28.2%
SYY SYSCO CORP 0.4%
Value ($000) $1,313 Shares 17,495 Est. Cost $73.82 Unrealized -3.4%
CHD CHURCH & DWIGHT CO INC 0.4%
Value ($000) $1,308 Shares 11,885 Est. Cost $90.00 Unrealized +17.6%
AVGO BROADCOM INC 0.4%
Value ($000) $1,308 Shares 7,813 Est. Cost $144.54 Unrealized +45.2%
PFE PFIZER INC 0.4%
Value ($000) $1,308 Shares 51,620 Est. Cost $26.68 Unrealized -7.4%
GIS GENERAL MILLS INC 0.4%
Value ($000) $1,303 Shares 21,801 Est. Cost $65.10 Unrealized -11.0%
SCHW SCHWAB (CHARLES) CORP 0.4%
Value ($000) $1,301 Shares 16,617 Est. Cost $66.25 Unrealized +17.2%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,295 Shares 11,560 Est. Cost $100.53 Unrealized 0.0%
CARR CARRIER GLOBAL CORP 0.4%
Value ($000) $1,293 Shares 20,393 Est. Cost $55.78 Unrealized +17.9%
TJX TJX COMPANIES INC 0.4%
Value ($000) $1,290 Shares 10,593 Est. Cost $59.70 Unrealized +101.2%
ORC ORCHID ISLAND CAPITAL INC 0.4%
Value ($000) $1,289 Shares 171,467 Est. Cost $7.78 Unrealized
GWW WW GRAINGER INC 0.4%
Value ($000) $1,278 Shares 1,294 Est. Cost $754.10 Unrealized +36.0%
LEN LENNAR CORP-A 0.4%
Value ($000) $1,268 Shares 11,046 Est. Cost $119.29 Unrealized +3.2%
KLAC KLA CORP 0.4%
Value ($000) $1,268 Shares 1,865 Est. Cost $582.28 Unrealized +22.8%
MSCI MSCI INC 0.3%
Value ($000) $1,266 Shares 2,238 Est. Cost $457.21 Unrealized +25.7%
INTC INTEL CORP 0.3%
Value ($000) $1,265 Shares 55,690 Est. Cost $32.78 Unrealized -33.3%
TXN TEXAS INSTRUMENTS INC 0.3%
Value ($000) $1,251 Shares 6,960 Est. Cost $159.01 Unrealized +14.6%
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $1,246 Shares 14,857 Est. Cost $43.67 Unrealized +89.0%
AMAT APPLIED MATERIALS INC 0.3%
Value ($000) $1,242 Shares 8,557 Est. Cost $179.18 Unrealized -7.0%
ITW ILLINOIS TOOL WORKS 0.3%
Value ($000) $1,242 Shares 5,007 Est. Cost $257.33 Unrealized -2.6%
IQV IQVIA HOLDINGS INC 0.3%
Value ($000) $1,234 Shares 7,000 Est. Cost $229.21 Unrealized -15.4%
ARR ARMOUR RESIDENTIAL REIT INC 0.3%
Value ($000) $1,224 Shares 71,560 Est. Cost $19.40 Unrealized
MCO MOODY'S CORP 0.3%
Value ($000) $1,222 Shares 2,623 Est. Cost $293.78 Unrealized +62.9%
PYPL PAYPAL HOLDINGS INC 0.3%
Value ($000) $1,214 Shares 18,599 Est. Cost $188.71 Unrealized -58.8%
CTSH COGNIZANT TECH SOLUTIONS-A 0.3%
Value ($000) $1,213 Shares 15,859 Est. Cost $72.60 Unrealized +10.5%
NDAQ NASDAQ INC 0.3%
Value ($000) $1,211 Shares 15,965 Est. Cost $67.05 Unrealized +16.0%
ROST ROSS STORES INC 0.3%
Value ($000) $1,204 Shares 9,418 Est. Cost $95.02 Unrealized +45.7%
FERG FERGUSON ENTERPRISES INC 0.3%
Value ($000) $1,193 Shares 7,445 Est. Cost $191.07 Unrealized -10.7%
PLD PROLOGIS INC 0.3%
Value ($000) $1,192 Shares 10,665 Est. Cost $108.66 Unrealized +3.0%
RC READY CAPITAL CORP 0.3%
Value ($000) $1,192 Shares 234,140 Est. Cost $9.63 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.3%
Value ($000) $1,191 Shares 2,460 Est. Cost $395.47 Unrealized +31.1%
EQIX EQUINIX INC 0.3%
Value ($000) $1,190 Shares 1,460 Est. Cost $880.48 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.3%
Value ($000) $1,159 Shares 5,745 Est. Cost $192.50 Unrealized +10.6%
CRS CARPENTER TECHNOLOGY 0.3%
Value ($000) $1,156 Shares 6,382 Est. Cost $170.70 Unrealized +12.5%
DIS WALT DISNEY CO/THE 0.3%
Value ($000) $1,146 Shares 11,613 Est. Cost $86.78 Unrealized +22.5%
XYZ BLOCK INC 0.3%
Value ($000) $1,099 Shares 20,237 Est. Cost $62.74 Unrealized +19.0%
DECK DECKERS OUTDOOR CORP 0.3%
Value ($000) $1,060 Shares 9,482 Est. Cost $149.75 Unrealized +7.9%
NKE NIKE INC -CL B 0.3%
Value ($000) $1,056 Shares 16,638 Est. Cost $98.66 Unrealized -27.0%
HUBS HUBSPOT INC 0.3%
Value ($000) $1,043 Shares 1,825 Est. Cost $701.46 Unrealized 0.0%
ALKS ALKERMES PLC 0.3%
Value ($000) $1,030 Shares 31,200 Est. Cost $32.61 Unrealized 0.0%
NET CLOUDFLARE INC - CLASS A 0.3%
Value ($000) $1,025 Shares 9,095 Est. Cost $132.56 Unrealized 0.0%
VRT VERTIV HOLDINGS CO COM CL A 0.2%
Value ($000) $903 Shares 12,500 Est. Cost $73.28 Unrealized +45.1%
MRVL MARVELL TECHNOLOGY INC 0.2%
Value ($000) $886 Shares 14,393 Est. Cost $53.76 Unrealized +79.9%
APP APPLOVIN CORP COM CL A 0.2%
Value ($000) $857 Shares 3,234 Est. Cost $252.97 Unrealized +36.2%
DASH DOORDASH INC CL A 0.2%
Value ($000) $832 Shares 4,554 Est. Cost $94.03 Unrealized +100.0%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $746 Shares 3,040 Est. Cost $136.37 Unrealized +84.0%
ABNB AIRBNB INC COM CL A 0.2%
Value ($000) $715 Shares 5,987 Est. Cost $158.60 Unrealized -15.5%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.2%
Value ($000) $714 Shares 4,300 Est. Cost $104.00 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.2%
Value ($000) $670 Shares 5,400 Est. Cost $130.46 Unrealized 0.0%
SNOW SNOWLAKE, INC. COM 0.2%
Value ($000) $667 Shares 4,561 Est. Cost $329.40 Unrealized -48.5%
MSTR MICROSTRATEGY INC-CL A 0.2%
Value ($000) $653 Shares 2,265 Est. Cost $300.91 Unrealized +5.5%
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $645 Shares 3,225 Est. Cost $92.71 Unrealized +111.1%
EQH EQUITABLE HOLDINGS INC 0.2%
Value ($000) $625 Shares 12,000 Est. Cost $32.61 Unrealized +57.4%
FTAI FORTRESS TRANS INFRS COM REP LTD LIAB 0.2%
Value ($000) $611 Shares 5,500 Est. Cost $27.12 Unrealized +331.6%
TTD THE TRADE DESK INC COM CL A 0.2%
Value ($000) $581 Shares 10,626 Est. Cost $69.42 Unrealized +30.3%
CAT CATERPILLAR INC 0.2%
Value ($000) $545 Shares 1,651 Est. Cost $239.25 Unrealized +47.1%
RTX RTX CORP 0.1%
Value ($000) $524 Shares 3,956 Est. Cost $80.08 Unrealized +55.8%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $515 Shares 2,182 Est. Cost $217.79 Unrealized +8.2%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $494 Shares 2,333 Est. Cost $183.12 Unrealized +8.3%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $491 Shares 991 Est. Cost $298.63 Unrealized +85.2%
SU SUNCOR ENERGY INC NEW 0.1%
Value ($000) $487 Shares 12,587 Est. Cost $37.21 Unrealized +0.7%
PG PROCTER & GAMBLE CO /THE 0.1%
Value ($000) $473 Shares 2,777 Est. Cost $135.09 Unrealized +21.4%
WMT WALMART INC 0.1%
Value ($000) $459 Shares 5,224 Est. Cost $52.43 Unrealized +77.3%
GVA GRANITE CONSTRUCTION INC 0.1%
Value ($000) $452 Shares 6,000 Est. Cost $49.82 Unrealized +67.7%
COIN COINBASE GLOBAL INC COM CL A 0.1%
Value ($000) $452 Shares 2,624 Est. Cost $230.10 Unrealized +5.2%
RBLX ROBLOX CORP CL A 0.1%
Value ($000) $441 Shares 7,573 Est. Cost $62.86 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $428 Shares 1,940 Est. Cost $204.75 Unrealized +6.9%
NVO NOVO NORDISK A/S-SPONS ADR 0.1%
Value ($000) $417 Shares 6,000 Est. Cost $107.19 Unrealized
DHR DANAHER CORP 0.1%
Value ($000) $409 Shares 1,996 Est. Cost $255.78 Unrealized -15.2%
ETN EATON CORP PLC 0.1%
Value ($000) $388 Shares 1,426 Est. Cost $318.12 Unrealized -3.0%
WMS ADVANCED DRAINAGE SYSTEMS INC 0.1%
Value ($000) $359 Shares 3,300 Est. Cost $149.20 Unrealized -22.3%
KO COCA-COLA CO/THE 0.1%
Value ($000) $332 Shares 4,635 Est. Cost $49.13 Unrealized +32.2%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $331 Shares 2,786 Est. Cost $66.07 Unrealized +62.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $322 Shares 3,585 Est. Cost $91.85 Unrealized -4.8%
LIN LINDE PLC COM 0.1%
Value ($000) $322 Shares 691 Est. Cost $343.81 Unrealized +29.3%
APO APOLLO GLOBAL MGMT INC 0.1%
Value ($000) $315 Shares 2,300 Est. Cost $81.05 Unrealized +87.3%
BAC BANK OF AMERICA 0.1%
Value ($000) $311 Shares 7,461 Est. Cost $35.80 Unrealized +21.9%
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $296 Shares 681 Est. Cost $408.74 Unrealized -3.5%
CI CIGNA GROUP/THE 0.1%
Value ($000) $270 Shares 822 Est. Cost $236.32 Unrealized +25.1%
WFC WELLS FARGO & COMPANY 0.1%
Value ($000) $261 Shares 3,637 Est. Cost $44.05 Unrealized +67.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $251 Shares 1,580 Est. Cost $76.84 Unrealized +78.3%
CVS CVS HEALTH CORP 0.1%
Value ($000) $251 Shares 3,701 Est. Cost $57.99 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $231 Shares 1,543 Est. Cost $145.49 Unrealized -1.4%