LGT Group Foundation Diversified Active

CIK: 0001911278 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 14, 2024

Total Value ($000): $4,233,744 (100.0% shares, 0.0% debt)

Holdings (261)

MSFT MICROSOFT CORP 8.4%
Value ($000) $356,917 Shares 848,348 Est. Cost $301.72 Unrealized +32.3%
AAPL APPLE INC 4.9%
Value ($000) $207,876 Shares 1,212,244 Est. Cost $154.52 Unrealized +16.7%
AMZN AMAZON COM INC 4.3%
Value ($000) $182,706 Shares 1,012,894 Est. Cost $123.73 Unrealized +34.9%
GOOGL ALPHABET INC 3.7%
Value ($000) $156,702 Shares 1,038,241 Est. Cost $110.79 Unrealized +28.2%
NVDA NVIDIA CORPORATION 3.6%
Value ($000) $152,441 Shares 168,712 Est. Cost $23.64 Unrealized +206.5%
LLY ELI LILLY & CO 2.7%
Value ($000) $113,023 Shares 145,281 Est. Cost $274.88 Unrealized +155.6%
MA MASTERCARD INCORPORATED 2.6%
Value ($000) $108,211 Shares 224,705 Est. Cost $344.33 Unrealized +31.4%
AVGO BROADCOM INC 2.5%
Value ($000) $106,407 Shares 80,282 Est. Cost $51.95 Unrealized +133.3%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $104,538 Shares 521,909 Est. Cost $142.83 Unrealized +21.6%
ACN ACCENTURE PLC IRELAND 2.2%
Value ($000) $93,810 Shares 270,649 Est. Cost $327.24 Unrealized +8.4%
MRK MERCK & CO INC 2.1%
Value ($000) $90,304 Shares 684,379 Est. Cost $89.00 Unrealized +30.1%
UBS UBS GROUP AG 2.1%
Value ($000) $87,103 Shares 2,835,384 Est. Cost $28.24 Unrealized +4.6%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $78,994 Shares 499,364 Est. Cost $146.76 Unrealized +2.4%
V VISA INC 1.7%
Value ($000) $73,980 Shares 265,087 Est. Cost $213.15 Unrealized +27.8%
ADBE ADOBE INC 1.5%
Value ($000) $63,706 Shares 126,251 Est. Cost $573.42 Unrealized -0.0%
FTNT FORTINET INC 1.4%
Value ($000) $58,302 Shares 853,486 Est. Cost $65.03 Unrealized +2.4%
GOOG ALPHABET INC 1.2%
Value ($000) $51,891 Shares 340,808 Est. Cost $113.66 Unrealized +26.1%
IQV IQVIA HLDGS INC 1.2%
Value ($000) $51,423 Shares 203,341 Est. Cost $208.45 Unrealized +12.0%
BAC BANK AMERICA CORP 1.2%
Value ($000) $50,682 Shares 1,336,541 Est. Cost $33.03 Unrealized -0.7%
COP CONOCOPHILLIPS 1.1%
Value ($000) $48,541 Shares 381,373 Est. Cost $109.25 Unrealized -1.5%
ICE INTERCONTINENTAL EXCHANGE IN 1.1%
Value ($000) $47,555 Shares 346,032 Est. Cost $107.99 Unrealized +20.2%
META META PLATFORMS INC 1.1%
Value ($000) $47,278 Shares 97,365 Est. Cost $317.46 Unrealized +39.6%
HD HOME DEPOT INC 1.1%
Value ($000) $46,755 Shares 121,886 Est. Cost $325.75 Unrealized +7.0%
FAST FASTENAL CO 1.1%
Value ($000) $46,608 Shares 604,195 Est. Cost $26.54 Unrealized +28.1%
ALC ALCON AG 1.1%
Value ($000) $46,093 Shares 556,022 Est. Cost $73.47 Unrealized +8.4%
BKNG BOOKING HOLDINGS INC 1.1%
Value ($000) $46,063 Shares 12,697 Est. Cost $2316.53 Unrealized +51.4%
SHW SHERWIN WILLIAMS CO 1.1%
Value ($000) $46,025 Shares 132,510 Est. Cost $313.46 Unrealized 0.0%
ABNB AIRBNB INC 1.0%
Value ($000) $41,255 Shares 250,093 Est. Cost $163.20 Unrealized -7.2%
NYT NEW YORK TIMES CO 0.9%
Value ($000) $39,435 Shares 912,422 Est. Cost $39.18 Unrealized +13.5%
AME AMETEK INC 0.9%
Value ($000) $39,141 Shares 214,002 Est. Cost $145.23 Unrealized +17.1%
PEP PEPSICO INC 0.9%
Value ($000) $39,029 Shares 223,012 Est. Cost $160.33 Unrealized -1.9%
NOW SERVICENOW INC 0.9%
Value ($000) $38,373 Shares 50,332 Est. Cost $114.67 Unrealized +32.1%
CMCSA COMCAST CORP NEW 0.9%
Value ($000) $37,764 Shares 871,137 Est. Cost $41.29 Unrealized -1.6%
LOGI LOGITECH INTL S A 0.9%
Value ($000) $37,684 Shares 420,702 Est. Cost $70.20 Unrealized +23.5%
ELV ELEVANCE HEALTH INC 0.9%
Value ($000) $37,659 Shares 72,625 Est. Cost $424.57 Unrealized +13.5%
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $36,333 Shares 223,930 Est. Cost $135.61 Unrealized +10.5%
BLACKROCK INC 0.9%
Value ($000) $36,003 Shares 43,184 Est. Cost $864.23 Unrealized
KO COCA COLA CO 0.8%
Value ($000) $35,986 Shares 588,192 Est. Cost $50.88 Unrealized +11.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $31,106 Shares 73,970 Est. Cost $289.14 Unrealized +36.0%
IBM INTERNATIONAL BUSINESS MACHS 0.6%
Value ($000) $25,822 Shares 135,220 Est. Cost $117.28 Unrealized +47.1%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $24,754 Shares 44,138 Est. Cost $466.80 Unrealized +15.4%
TSLA TESLA INC 0.6%
Value ($000) $24,356 Shares 138,552 Est. Cost $257.60 Unrealized -24.2%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $23,030 Shares 132,195 Est. Cost $161.80 Unrealized -2.4%
ARISTA NETWORKS INC 0.5%
Value ($000) $21,262 Shares 73,323 Est. Cost $121.51 Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value ($000) $20,903 Shares 52,376 Est. Cost $283.55 Unrealized +33.3%
CL COLGATE PALMOLIVE CO 0.5%
Value ($000) $20,670 Shares 229,541 Est. Cost $71.14 Unrealized +14.3%
PFE PFIZER INC 0.5%
Value ($000) $20,108 Shares 724,601 Est. Cost $39.79 Unrealized -38.0%
DHR DANAHER CORPORATION 0.5%
Value ($000) $19,629 Shares 78,603 Est. Cost $230.89 Unrealized +4.6%
EQIX EQUINIX INC 0.5%
Value ($000) $19,491 Shares 23,616 Est. Cost $661.67 Unrealized +22.0%
WAT WATERS CORP 0.4%
Value ($000) $17,806 Shares 51,728 Est. Cost $326.56 Unrealized +0.7%
MSI MOTOROLA SOLUTIONS INC 0.4%
Value ($000) $17,660 Shares 49,750 Est. Cost $237.26 Unrealized +36.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $17,300 Shares 23,614 Est. Cost $484.16 Unrealized +46.0%
CSCO CISCO SYS INC 0.4%
Value ($000) $16,931 Shares 339,240 Est. Cost $50.01 Unrealized -5.6%
TT TRANE TECHNOLOGIES PLC 0.4%
Value ($000) $16,691 Shares 55,600 Est. Cost $173.41 Unrealized +54.0%
PIONEER NAT RES CO 0.4%
Value ($000) $16,185 Shares 61,658 Est. Cost $213.82 Unrealized
ULTA ULTA BEAUTY INC 0.4%
Value ($000) $15,635 Shares 29,901 Est. Cost $405.17 Unrealized +27.5%
VEEV VEEVA SYS INC 0.4%
Value ($000) $15,571 Shares 67,207 Est. Cost $176.94 Unrealized +22.0%
C CITIGROUP INC 0.4%
Value ($000) $15,350 Shares 242,722 Est. Cost $51.63 Unrealized +1.7%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $15,257 Shares 47,590 Est. Cost $184.35 Unrealized +66.1%
CPRT COPART INC 0.4%
Value ($000) $15,133 Shares 261,267 Est. Cost $38.92 Unrealized +32.1%
SLF SUN LIFE FINANCIAL INC. 0.4%
Value ($000) $15,115 Shares 276,886 Est. Cost $54.40 Unrealized -2.8%
NTAP NETAPP INC 0.4%
Value ($000) $15,058 Shares 143,454 Est. Cost $64.72 Unrealized +37.9%
MNST MONSTER BEVERAGE CORP NEW 0.4%
Value ($000) $14,960 Shares 252,361 Est. Cost $47.12 Unrealized +22.0%
MDLZ MONDELEZ INTL INC 0.3%
Value ($000) $14,629 Shares 208,983 Est. Cost $58.27 Unrealized +18.3%
DIS DISNEY WALT CO 0.3%
Value ($000) $14,581 Shares 119,168 Est. Cost $143.87 Unrealized -28.8%
APTIV PLC 0.3%
Value ($000) $14,559 Shares 182,781 Est. Cost $97.13 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $14,369 Shares 91,092 Est. Cost $116.35 Unrealized +19.5%
MPC MARATHON PETE CORP 0.3%
Value ($000) $13,696 Shares 67,971 Est. Cost $107.26 Unrealized +53.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $13,512 Shares 74,863 Est. Cost $87.94 Unrealized +98.8%
NXPI NXP SEMICONDUCTORS N V 0.3%
Value ($000) $12,675 Shares 51,485 Est. Cost $164.83 Unrealized +35.3%
AMAT APPLIED MATLS INC 0.3%
Value ($000) $12,393 Shares 60,095 Est. Cost $122.71 Unrealized +47.0%
EMR EMERSON ELEC CO 0.3%
Value ($000) $12,341 Shares 108,807 Est. Cost $87.00 Unrealized +14.2%
CSGP COSTAR GROUP INC 0.3%
Value ($000) $12,049 Shares 124,729 Est. Cost $82.22 Unrealized +4.7%
HSIC HENRY SCHEIN INC 0.3%
Value ($000) $11,947 Shares 158,191 Est. Cost $77.38 Unrealized -3.1%
EOG EOG RES INC 0.3%
Value ($000) $11,883 Shares 92,954 Est. Cost $107.11 Unrealized +3.0%
SPG SIMON PPTY GROUP INC NEW 0.3%
Value ($000) $11,788 Shares 75,327 Est. Cost $112.71 Unrealized +18.2%
WELL WELLTOWER INC 0.3%
Value ($000) $11,445 Shares 122,481 Est. Cost $71.28 Unrealized +22.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $11,367 Shares 270,892 Est. Cost $37.88 Unrealized -5.2%
PGR PROGRESSIVE CORP 0.3%
Value ($000) $11,325 Shares 54,757 Est. Cost $170.60 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.3%
Value ($000) $11,303 Shares 93,431 Est. Cost $191.48 Unrealized -39.1%
T AT&T INC 0.3%
Value ($000) $11,224 Shares 637,745 Est. Cost $15.59 Unrealized +0.2%
SNPS SYNOPSYS INC 0.3%
Value ($000) $11,204 Shares 19,604 Est. Cost $324.31 Unrealized +69.7%
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $11,115 Shares 39,118 Est. Cost $85.13 Unrealized +85.3%
ENB ENBRIDGE INC 0.3%
Value ($000) $10,756 Shares 296,844 Est. Cost $32.64 Unrealized -3.4%
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $10,536 Shares 182,860 Est. Cost $44.74 Unrealized +17.7%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $10,166 Shares 20,550 Est. Cost $484.20 Unrealized +1.0%
ORCL ORACLE CORP 0.2%
Value ($000) $10,050 Shares 80,012 Est. Cost $90.89 Unrealized +23.6%
CNI CANADIAN NATL RY CO 0.2%
Value ($000) $9,649 Shares 73,241 Est. Cost $112.16 Unrealized +9.7%
AEM AGNICO EAGLE MINES LTD 0.2%
Value ($000) $9,397 Shares 157,518 Est. Cost $49.15 Unrealized +0.8%
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $9,139 Shares 16,443 Est. Cost $273.77 Unrealized +82.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $9,107 Shares 142,500 Est. Cost $70.94 Unrealized -21.9%
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $8,879 Shares 75,317 Est. Cost $72.77 Unrealized +23.5%
VRSK VERISK ANALYTICS INC 0.2%
Value ($000) $8,739 Shares 37,070 Est. Cost $215.44 Unrealized +10.1%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $8,414 Shares 153,517 Est. Cost $37.42 Unrealized +27.8%
O REALTY INCOME CORP 0.2%
Value ($000) $8,404 Shares 155,340 Est. Cost $51.80 Unrealized -6.1%
NVT NVENT ELECTRIC PLC 0.2%
Value ($000) $8,133 Shares 107,860 Est. Cost $37.82 Unrealized +66.3%
MSM MSC INDL DIRECT INC 0.2%
Value ($000) $8,062 Shares 83,076 Est. Cost $84.88 Unrealized +15.5%
GLW CORNING INC 0.2%
Value ($000) $7,989 Shares 242,378 Est. Cost $30.63 Unrealized -0.6%
KLAC KLA CORP 0.2%
Value ($000) $7,521 Shares 10,766 Est. Cost $343.49 Unrealized +84.0%
COHR COHERENT CORP 0.2%
Value ($000) $7,506 Shares 123,827 Est. Cost $43.91 Unrealized +24.9%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $7,259 Shares 36,737 Est. Cost $219.45 Unrealized -15.2%
MTZ MASTEC INC 0.2%
Value ($000) $7,248 Shares 77,729 Est. Cost $74.59 Unrealized +1.9%
ZTS ZOETIS INC 0.2%
Value ($000) $7,177 Shares 42,412 Est. Cost $179.71 Unrealized +2.0%
INTU INTUIT 0.2%
Value ($000) $7,049 Shares 10,844 Est. Cost $443.32 Unrealized +42.4%
MCO MOODYS CORP 0.2%
Value ($000) $6,743 Shares 17,156 Est. Cost $334.84 Unrealized +13.5%
MDT MEDTRONIC PLC 0.2%
Value ($000) $6,699 Shares 76,870 Est. Cost $92.26 Unrealized -12.6%
INTC INTEL CORP 0.2%
Value ($000) $6,642 Shares 150,373 Est. Cost $39.72 Unrealized +10.9%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $6,626 Shares 71,211 Est. Cost $72.79 Unrealized +15.3%
SNA SNAP ON INC 0.2%
Value ($000) $6,625 Shares 22,364 Est. Cost $223.30 Unrealized +20.9%
MPWR MONOLITHIC PWR SYS INC 0.1%
Value ($000) $6,330 Shares 9,345 Est. Cost $452.20 Unrealized +45.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $6,286 Shares 115,915 Est. Cost $55.51 Unrealized -16.8%
WSO WATSCO INC 0.1%
Value ($000) $6,207 Shares 14,370 Est. Cost $387.45 Unrealized +3.7%
MITK MITEK SYS INC 0.1%
Value ($000) $6,116 Shares 433,741 Est. Cost $15.66 Unrealized -21.8%
XYL XYLEM INC 0.1%
Value ($000) $6,096 Shares 47,170 Est. Cost $108.77 Unrealized +8.7%
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $6,046 Shares 2,080 Est. Cost $44.06 Unrealized +16.1%
URI UNITED RENTALS INC 0.1%
Value ($000) $5,982 Shares 8,296 Est. Cost $363.88 Unrealized +73.4%
FWRG FIRST WATCH RESTAURANT GROUP 0.1%
Value ($000) $5,818 Shares 236,331 Est. Cost $16.59 Unrealized +36.5%
PTC PTC INC 0.1%
Value ($000) $5,805 Shares 30,725 Est. Cost $132.12 Unrealized +36.3%
CELH CELSIUS HLDGS INC 0.1%
Value ($000) $5,796 Shares 69,899 Est. Cost $47.20 Unrealized +45.2%
NKE NIKE INC 0.1%
Value ($000) $5,691 Shares 60,551 Est. Cost $139.37 Unrealized -29.8%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $5,674 Shares 80,057 Est. Cost $61.51 Unrealized +10.6%
RSG REPUBLIC SVCS INC 0.1%
Value ($000) $5,650 Shares 29,515 Est. Cost $173.59 Unrealized 0.0%
DDOG DATADOG INC 0.1%
Value ($000) $5,634 Shares 45,582 Est. Cost $110.94 Unrealized +13.3%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $5,607 Shares 37,722 Est. Cost $168.38 Unrealized -19.0%
CLH CLEAN HARBORS INC 0.1%
Value ($000) $5,546 Shares 27,552 Est. Cost $120.99 Unrealized +48.5%
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $5,522 Shares 16,557 Est. Cost $236.67 Unrealized +27.2%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $5,516 Shares 48,343 Est. Cost $90.57 Unrealized 0.0%
MSCI MSCI INC 0.1%
Value ($000) $5,435 Shares 9,698 Est. Cost $549.49 Unrealized 0.0%
HUBS HUBSPOT INC 0.1%
Value ($000) $5,414 Shares 8,641 Est. Cost $477.50 Unrealized +25.9%
FTV FORTIVE CORP 0.1%
Value ($000) $5,014 Shares 58,283 Est. Cost $49.76 Unrealized +21.0%
PSTG PURE STORAGE INC 0.1%
Value ($000) $4,997 Shares 96,107 Est. Cost $28.63 Unrealized +55.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $4,929 Shares 53,937 Est. Cost $101.42 Unrealized -12.6%
DB DEUTSCHE BANK A G 0.1%
Value ($000) $4,920 Shares 313,115 Est. Cost $10.79 Unrealized +19.8%
NEM NEWMONT CORP 0.1%
Value ($000) $4,867 Shares 135,785 Est. Cost $48.27 Unrealized -31.3%
MANH MANHATTAN ASSOCIATES INC 0.1%
Value ($000) $4,856 Shares 19,408 Est. Cost $212.90 Unrealized +11.8%
DOV DOVER CORP 0.1%
Value ($000) $4,676 Shares 26,388 Est. Cost $147.21 Unrealized +7.1%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $4,562 Shares 66,670 Est. Cost $37.32 Unrealized +63.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $4,475 Shares 19,652 Est. Cost $162.60 Unrealized +24.8%
NET CLOUDFLARE INC 0.1%
Value ($000) $4,344 Shares 44,863 Est. Cost $92.55 Unrealized -2.2%
USFD US FOODS HLDG CORP 0.1%
Value ($000) $4,300 Shares 79,667 Est. Cost $40.32 Unrealized +22.2%
TECK TECK RESOURCES LTD 0.1%
Value ($000) $4,183 Shares 91,432 Est. Cost $36.50 Unrealized +10.0%
MTRN MATERION CORP 0.1%
Value ($000) $4,066 Shares 30,862 Est. Cost $90.21 Unrealized +40.5%
WPM WHEATON PRECIOUS METALS CORP 0.1%
Value ($000) $3,890 Shares 82,546 Est. Cost $38.87 Unrealized +14.5%
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $3,782 Shares 18,360 Est. Cost $156.21 Unrealized +23.8%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $3,758 Shares 22,264 Est. Cost $153.74 Unrealized 0.0%
WMT WALMART INC 0.1%
Value ($000) $3,698 Shares 61,463 Est. Cost $49.95 Unrealized +12.2%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $3,671 Shares 63,334 Est. Cost $43.01 Unrealized +16.5%
CRM SALESFORCE INC 0.1%
Value ($000) $3,671 Shares 12,188 Est. Cost $236.60 Unrealized +20.5%
NDAQ NASDAQ INC 0.1%
Value ($000) $3,444 Shares 54,585 Est. Cost $58.77 Unrealized -4.0%
MP MP MATERIALS CORP 0.1%
Value ($000) $3,414 Shares 238,715 Est. Cost $26.00 Unrealized -39.2%
ECL ECOLAB INC 0.1%
Value ($000) $3,265 Shares 14,139 Est. Cost $188.54 Unrealized +10.3%
VICR VICOR CORP 0.1%
Value ($000) $3,199 Shares 83,668 Est. Cost $82.04 Unrealized -52.6%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $3,193 Shares 20,712 Est. Cost $264.26 Unrealized -48.3%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $3,193 Shares 18,188 Est. Cost $61.43 Unrealized +89.5%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $3,001 Shares 7,185 Est. Cost $321.74 Unrealized +15.7%
MTH MERITAGE HOMES CORP 0.1%
Value ($000) $2,974 Shares 16,952 Est. Cost $53.40 Unrealized +51.5%
WDC WESTERN DIGITAL CORP. 0.1%
Value ($000) $2,948 Shares 43,194 Est. Cost $26.35 Unrealized +65.6%
SNOW SNOWFLAKE INC 0.1%
Value ($000) $2,728 Shares 16,879 Est. Cost $180.97 Unrealized +7.1%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $2,725 Shares 8,755 Est. Cost $257.66 Unrealized +14.8%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $2,686 Shares 23,109 Est. Cost $81.52 Unrealized +20.3%
RACE FERRARI N V 0.1%
Value ($000) $2,670 Shares 6,121 Est. Cost $227.25 Unrealized +70.5%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value ($000) $2,610 Shares 29,585 Est. Cost $77.19 Unrealized +7.3%
TMUS T-MOBILE US INC 0.1%
Value ($000) $2,573 Shares 15,765 Est. Cost $122.57 Unrealized +29.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $2,563 Shares 9,092 Est. Cost $232.37 Unrealized +19.6%
HAL HALLIBURTON CO 0.1%
Value ($000) $2,460 Shares 62,416 Est. Cost $27.46 Unrealized +24.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $2,327 Shares 6,350 Est. Cost $195.92 Unrealized +58.8%
HESS CORP 0.1%
Value ($000) $2,200 Shares 14,415 Est. Cost $108.43 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $2,086 Shares 15,835 Est. Cost $154.83 Unrealized -23.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $2,007 Shares 27,404 Est. Cost $57.89 Unrealized +24.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $1,930 Shares 24,203 Est. Cost $78.30 Unrealized -9.5%
ABBV ABBVIE INC 0.0%
Value ($000) $1,880 Shares 10,322 Est. Cost $107.25 Unrealized +51.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1,848 Shares 3,179 Est. Cost $549.31 Unrealized +1.5%
WM WASTE MGMT INC DEL 0.0%
Value ($000) $1,841 Shares 8,635 Est. Cost $150.37 Unrealized +27.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $1,823 Shares 38,773 Est. Cost $36.54 Unrealized +7.8%
MS MORGAN STANLEY 0.0%
Value ($000) $1,807 Shares 19,191 Est. Cost $80.32 Unrealized +3.6%
AMGN AMGEN INC 0.0%
Value ($000) $1,797 Shares 6,320 Est. Cost $194.14 Unrealized +42.2%
TOTALENERGIES SE 0.0%
Value ($000) $1,768 Shares 26,193 Est. Cost $51.57 Unrealized
SRE SEMPRA 0.0%
Value ($000) $1,648 Shares 22,940 Est. Cost $68.08 Unrealized -1.1%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $1,567 Shares 42,474 Est. Cost $30.06 Unrealized +9.1%
TAP MOLSON COORS BEVERAGE CO 0.0%
Value ($000) $1,482 Shares 22,036 Est. Cost $44.19 Unrealized +34.5%
DAR DARLING INGREDIENTS INC 0.0%
Value ($000) $1,446 Shares 31,089 Est. Cost $72.62 Unrealized -39.4%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $1,441 Shares 5,769 Est. Cost $211.56 Unrealized +10.7%
MMM 3M CO 0.0%
Value ($000) $1,342 Shares 12,654 Est. Cost $123.89 Unrealized -36.0%
LOW LOWES COS INC 0.0%
Value ($000) $1,327 Shares 5,210 Est. Cost $216.14 Unrealized +2.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $1,309 Shares 17,068 Est. Cost $29.49 Unrealized -3.2%
HSBC HSBC HLDGS PLC 0.0%
Value ($000) $1,212 Shares 30,805 Est. Cost $33.57 Unrealized
TTEK TETRA TECH INC NEW 0.0%
Value ($000) $1,197 Shares 6,482 Est. Cost $34.64 Unrealized 0.0%
AON AON PLC 0.0%
Value ($000) $1,135 Shares 3,400 Est. Cost $292.03 Unrealized +4.8%
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $1,104 Shares 15,257 Est. Cost $107.25 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $1,099 Shares 5,554 Est. Cost $171.56 Unrealized +8.6%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $1,072 Shares 120,415 Est. Cost $9.45 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $1,054 Shares 17,450 Est. Cost $64.48 Unrealized -6.3%
CRH CRH PLC 0.0%
Value ($000) $1,049 Shares 19,300 Est. Cost $55.78 Unrealized +33.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $969 Shares 2,278 Est. Cost $355.65 Unrealized +20.1%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $938 Shares 3,871 Est. Cost $240.91 Unrealized -3.5%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $894 Shares 12,361 Est. Cost $73.53 Unrealized -12.6%
SNAP SNAP INC 0.0%
Value ($000) $834 Shares 72,685 Est. Cost $25.76 Unrealized -48.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $799 Shares 20,495 Est. Cost $28.12 Unrealized +17.3%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $753 Shares 11,242 Est. Cost $94.67 Unrealized -35.3%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $741 Shares 6,060 Est. Cost $156.03 Unrealized -24.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $738 Shares 2,061 Est. Cost $226.29 Unrealized +46.0%
STLA STELLANTIS N.V 0.0%
Value ($000) $724 Shares 25,450 Est. Cost $21.26 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $634 Shares 1 Est. Cost $484135.30 Unrealized +22.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $517 Shares 4,776 Est. Cost $112.82 Unrealized -13.0%
BBY BEST BUY INC 0.0%
Value ($000) $495 Shares 6,030 Est. Cost $78.37 Unrealized -11.6%
KELLANOVA 0.0%
Value ($000) $463 Shares 8,075 Est. Cost $57.10 Unrealized -9.0%
UNP UNION PAC CORP 0.0%
Value ($000) $445 Shares 1,811 Est. Cost $213.10 Unrealized +10.6%
ABT ABBOTT LABS 0.0%
Value ($000) $435 Shares 3,828 Est. Cost $109.12 Unrealized +1.5%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $419 Shares 1,963 Est. Cost $138.90 Unrealized +40.9%
BARRICK GOLD CORP 0.0%
Value ($000) $387 Shares 23,260 Est. Cost $17.77 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $376 Shares 2,200 Est. Cost $76.96 Unrealized +76.3%
DISCOVER FINL SVCS 0.0%
Value ($000) $331 Shares 2,522 Est. Cost $90.83 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $319 Shares 4,886 Est. Cost $57.71 Unrealized -1.9%
BIDU BAIDU INC 0.0%
Value ($000) $319 Shares 3,030 Est. Cost $131.98 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $313 Shares 1,000 Est. Cost $215.55 Unrealized +24.1%
BUR BURFORD CAP LTD 0.0%
Value ($000) $308 Shares 19,600 Est. Cost $10.21 Unrealized +43.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $304 Shares 1,793 Est. Cost $119.17 Unrealized +24.6%
PWR QUANTA SVCS INC 0.0%
Value ($000) $299 Shares 1,150 Est. Cost $184.24 Unrealized +19.8%
RTX RTX CORPORATION 0.0%
Value ($000) $296 Shares 3,035 Est. Cost $79.95 Unrealized +8.6%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $291 Shares 5,000 Est. Cost $38.88 Unrealized +41.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $285 Shares 3,179 Est. Cost $74.50 Unrealized +9.9%
EXC EXELON CORP 0.0%
Value ($000) $277 Shares 7,382 Est. Cost $33.22 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $275 Shares 3,027 Est. Cost $83.05 Unrealized +1.3%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $257 Shares 41,900 Est. Cost $5.38 Unrealized +1.2%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $257 Shares 2,585 Est. Cost $80.24 Unrealized +11.6%
FERG1GBX FERGUSON PLC NEW 0.0%
Value ($000) $247 Shares 1,130 Est. Cost $192.69 Unrealized
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $232 Shares 8,260 Est. Cost $24.59 Unrealized 0.0%
TEAM ATLASSIAN CORPORATION 0.0%
Value ($000) $215 Shares 1,100 Est. Cost $159.20 Unrealized +37.0%
HPQ HP INC 0.0%
Value ($000) $206 Shares 6,820 Est. Cost $28.20 Unrealized -3.1%
XYZ BLOCK INC 0.0%
Value ($000) $204 Shares 2,412 Est. Cost $72.33 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $200 Shares 10,900 Est. Cost $15.32 Unrealized +4.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $200 Shares 1,080 Est. Cost $140.32 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $184 Shares 856 Est. Cost $194.65 Unrealized +1.3%
CTAS CINTAS CORP 0.0%
Value ($000) $170 Shares 248 Est. Cost $151.67 Unrealized 0.0%
YUM YUM BRANDS INC 0.0%
Value ($000) $169 Shares 1,221 Est. Cost $128.74 Unrealized 0.0%
F FORD MTR CO DEL 0.0%
Value ($000) $169 Shares 12,745 Est. Cost $10.69 Unrealized 0.0%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $163 Shares 11,700 Est. Cost $11.94 Unrealized 0.0%
DOW DOW INC 0.0%
Value ($000) $162 Shares 2,800 Est. Cost $46.94 Unrealized +4.3%
NFLX NETFLIX INC 0.0%
Value ($000) $146 Shares 240 Est. Cost $56.38 Unrealized 0.0%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $134 Shares 4,602 Est. Cost $26.15 Unrealized 0.0%
DE DEERE & CO 0.0%
Value ($000) $115 Shares 281 Est. Cost $372.54 Unrealized 0.0%
BN BROOKFIELD CORP 0.0%
Value ($000) $104 Shares 2,475 Est. Cost $26.63 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $92 Shares 355 Est. Cost $253.04 Unrealized 0.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $71.78 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value ($000) $75 Shares 350 Est. Cost $234.20 Unrealized 0.0%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $64 Shares 610 Est. Cost $97.81 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $51 Shares 1,168 Est. Cost $35.70 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $26 Shares 125 Est. Cost $180.75 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $23 Shares 336 Est. Cost $64.30 Unrealized 0.0%
MODD MODULAR MED INC 0.0%
Value ($000) $23 Shares 12,280 Est. Cost $1.36 Unrealized +31.7%
PLD PROLOGIS INC. 0.0%
Value ($000) $18 Shares 140 Est. Cost $122.33 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value ($000) $7 Shares 173 Est. Cost $43.66 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $5 Shares 20 Est. Cost $247.64 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $1 Shares 1 Est. Cost $972.00 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $0 Shares 187,308 Est. Cost $195.80 Unrealized +23.2%
IBN ICICI BANK LIMITED 0.0%
Value ($000) $0 Shares 57,278 Est. Cost Unrealized
SKM SK TELECOM LTD 0.0%
Value ($000) $0 Shares 26,698 Est. Cost $24.86 Unrealized
SHG SHINHAN FINANCIAL GROUP CO L 0.0%
Value ($000) $0 Shares 32,861 Est. Cost $30.90 Unrealized
RIO RIO TINTO PLC 0.0%
Value ($000) $0 Shares 1,730 Est. Cost Unrealized
KT KT CORP 0.0%
Value ($000) $0 Shares 217,907 Est. Cost $11.78 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $0 Shares 171,260 Est. Cost $105.36 Unrealized