SUMMITRY LLC Diversified Active

CIK: 0001280043 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value ($000): $2,208,664 (100.0% shares, 0.0% debt)

Holdings (176)

TSM TAIWAN SEMICONDUCTOR MFG LTD 6.2%
Value ($000) $137,723 Shares 608,076 Est. Cost $93.65 Unrealized
AMZN AMAZON COM INC 4.9%
Value ($000) $108,483 Shares 494,477 Est. Cost $119.82 Unrealized +65.2%
META META PLATFORMS INC 4.6%
Value ($000) $102,335 Shares 138,648 Est. Cost $180.14 Unrealized +242.3%
FISV FISERV INC 4.2%
Value ($000) $92,986 Shares 539,329 Est. Cost $100.08 Unrealized +81.2%
ULTA ULTA BEAUTY INC 4.2%
Value ($000) $92,983 Shares 198,758 Est. Cost $407.95 Unrealized +1.4%
SCHW SCHWAB CHARLES CORP 3.8%
Value ($000) $84,969 Shares 931,267 Est. Cost $51.88 Unrealized +60.3%
MA MASTERCARD INCORPORATED 3.7%
Value ($000) $81,613 Shares 145,235 Est. Cost $271.61 Unrealized +103.0%
LOW LOWES COS INC 3.5%
Value ($000) $77,529 Shares 349,435 Est. Cost $144.05 Unrealized +53.2%
MSFT MICROSOFT CORP 3.4%
Value ($000) $76,157 Shares 153,107 Est. Cost $89.53 Unrealized +383.0%
CARR CARRIER GLOBAL CORPORATION 3.3%
Value ($000) $72,548 Shares 991,223 Est. Cost $60.38 Unrealized +11.5%
WFC WELLS FARGO CO NEW 3.3%
Value ($000) $72,211 Shares 901,289 Est. Cost $33.87 Unrealized +110.1%
A AGILENT TECHNOLOGIES INC 3.2%
Value ($000) $71,731 Shares 607,839 Est. Cost $110.87 Unrealized -0.5%
V VISA INC 2.9%
Value ($000) $65,105 Shares 183,370 Est. Cost $136.95 Unrealized +153.4%
GOOGL ALPHABET INC 2.9%
Value ($000) $64,151 Shares 364,020 Est. Cost $107.40 Unrealized +52.0%
SBUX STARBUCKS CORP 2.6%
Value ($000) $57,329 Shares 625,661 Est. Cost $83.96 Unrealized +1.4%
TMO THERMO FISHER SCIENTIFIC INC 2.5%
Value ($000) $56,164 Shares 138,518 Est. Cost $417.06 Unrealized 0.0%
ROST ROSS STORES INC 2.5%
Value ($000) $54,721 Shares 428,912 Est. Cost $108.51 Unrealized +27.0%
CRM SALESFORCE INC 2.4%
Value ($000) $53,404 Shares 195,840 Est. Cost $221.89 Unrealized +19.9%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 2.3%
Value ($000) $49,840 Shares 161,628 Est. Cost $310.05 Unrealized -12.4%
GXO GXO LOGISTICS INCORPORATED 2.0%
Value ($000) $43,409 Shares 891,354 Est. Cost $48.33 Unrealized -17.6%
IBGA ISHARES TR 1.9%
Value ($000) $42,520 Shares 1,714,751 Est. Cost $24.62 Unrealized
NFLX NETFLIX INC 1.9%
Value ($000) $41,840 Shares 31,244 Est. Cost $42.14 Unrealized +168.3%
IBDU ISHARES TR 1.8%
Value ($000) $40,539 Shares 1,737,633 Est. Cost $22.88 Unrealized
MCO MOODYS CORP 1.7%
Value ($000) $38,507 Shares 76,771 Est. Cost $287.07 Unrealized +60.6%
STIP ISHARES TR 1.7%
Value ($000) $36,500 Shares 354,682 Est. Cost $96.70 Unrealized
TFLO ISHARES TR 1.6%
Value ($000) $34,716 Shares 685,401 Est. Cost $50.52 Unrealized
IBDT ISHARES TR 1.5%
Value ($000) $33,937 Shares 1,335,052 Est. Cost $24.94 Unrealized
IBTG ISHARES TR 1.5%
Value ($000) $33,376 Shares 1,455,550 Est. Cost $22.86 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 1.4%
Value ($000) $31,959 Shares 196,912 Est. Cost $185.42 Unrealized -14.4%
IBDZ ISHARES TR 1.4%
Value ($000) $31,896 Shares 1,220,656 Est. Cost $25.41 Unrealized
IBDW ISHARES TR 1.4%
Value ($000) $31,466 Shares 1,495,548 Est. Cost $20.36 Unrealized
RTO RENTOKIL INITIAL PLC 1.2%
Value ($000) $27,539 Shares 1,147,455 Est. Cost $24.00 Unrealized
IBDX ISHARES TR 1.2%
Value ($000) $26,636 Shares 1,053,450 Est. Cost $25.22 Unrealized
IBDY ISHARES TR 1.2%
Value ($000) $25,606 Shares 988,455 Est. Cost $25.42 Unrealized
NVDA NVIDIA CORPORATION 1.1%
Value ($000) $23,935 Shares 151,497 Est. Cost $120.36 Unrealized +4.5%
AAPL APPLE INC 0.4%
Value ($000) $8,345 Shares 40,674 Est. Cost $142.42 Unrealized +41.4%
CSCO CISCO SYS INC 0.4%
Value ($000) $8,257 Shares 119,006 Est. Cost $40.20 Unrealized +50.2%
CAT CATERPILLAR INC 0.4%
Value ($000) $8,214 Shares 21,160 Est. Cost $153.59 Unrealized +115.4%
ALAB ASTERA LABS INC 0.4%
Value ($000) $8,047 Shares 89,000 Est. Cost $79.01 Unrealized 0.0%
BAM BROOKFIELD ASSET MANAGMT LTD 0.4%
Value ($000) $7,992 Shares 144,578 Est. Cost $34.18 Unrealized +53.8%
EMR EMERSON ELEC CO 0.3%
Value ($000) $7,589 Shares 56,915 Est. Cost $68.77 Unrealized +65.1%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $7,465 Shares 46,855 Est. Cost $112.40 Unrealized +43.0%
ETN EATON CORP PLC 0.3%
Value ($000) $7,439 Shares 20,839 Est. Cost $112.85 Unrealized +171.8%
COR CENCORA INC 0.3%
Value ($000) $7,362 Shares 24,553 Est. Cost $87.54 Unrealized +227.6%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $7,202 Shares 47,150 Est. Cost $127.42 Unrealized +18.4%
T AT&T INC 0.3%
Value ($000) $7,060 Shares 243,939 Est. Cost $15.24 Unrealized +76.9%
MCD MCDONALDS CORP 0.3%
Value ($000) $6,417 Shares 21,963 Est. Cost $189.36 Unrealized +60.3%
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $6,162 Shares 142,404 Est. Cost $35.66 Unrealized +17.3%
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $5,971 Shares 12,893 Est. Cost $361.84 Unrealized +26.9%
USB US BANCORP DEL 0.3%
Value ($000) $5,954 Shares 131,572 Est. Cost $35.86 Unrealized +13.7%
MMM 3M CO 0.3%
Value ($000) $5,767 Shares 37,879 Est. Cost $97.91 Unrealized +44.3%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $5,739 Shares 44,519 Est. Cost $108.92 Unrealized +20.9%
TGT TARGET CORP 0.2%
Value ($000) $5,495 Shares 55,698 Est. Cost $140.74 Unrealized -33.7%
GOOG ALPHABET INC 0.2%
Value ($000) $4,449 Shares 25,081 Est. Cost $140.65 Unrealized +17.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $4,424 Shares 9,108 Est. Cost $146.59 Unrealized +246.5%
WELLS FARGO CO NEW 0.1%
Value ($000) $2,374 Shares 2,022 Est. Cost $1490.53 Unrealized
BANK AMERICA CORP 0.1%
Value ($000) $2,037 Shares 1,679 Est. Cost $1445.51 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $1,493 Shares 5,152 Est. Cost $188.52 Unrealized +52.2%
SLP SIMULATIONS PLUS INC 0.1%
Value ($000) $1,492 Shares 85,500 Est. Cost $30.43 Unrealized -7.8%
UNP UNION PAC CORP 0.1%
Value ($000) $1,416 Shares 6,155 Est. Cost $213.74 Unrealized +2.2%
IVV ISHARES TR 0.1%
Value ($000) $1,181 Shares 1,902 Est. Cost $515.85 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $1,078 Shares 3,909 Est. Cost $163.23 Unrealized +32.3%
TSLA TESLA INC 0.0%
Value ($000) $1,002 Shares 3,155 Est. Cost $278.61 Unrealized +8.1%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $878 Shares 3,029 Est. Cost $145.92 Unrealized +73.2%
KELLANOVA 0.0%
Value ($000) $876 Shares 11,014 Est. Cost $80.06 Unrealized +0.1%
QCOM QUALCOMM INC 0.0%
Value ($000) $752 Shares 4,720 Est. Cost $142.31 Unrealized +1.9%
SHEL SHELL PLC 0.0%
Value ($000) $735 Shares 10,446 Est. Cost $67.60 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $729 Shares 1 Est. Cost $729330.75 Unrealized +4.5%
SYY SYSCO CORP 0.0%
Value ($000) $721 Shares 9,516 Est. Cost $54.53 Unrealized +30.4%
INTU INTUIT 0.0%
Value ($000) $713 Shares 905 Est. Cost $674.49 Unrealized 0.0%
HDB HDFC BANK LTD 0.0%
Value ($000) $700 Shares 9,130 Est. Cost $65.73 Unrealized
SAP SAP SE 0.0%
Value ($000) $699 Shares 2,299 Est. Cost $227.06 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $695 Shares 21,734 Est. Cost $25.31 Unrealized +21.7%
ORCL ORACLE CORP 0.0%
Value ($000) $687 Shares 3,144 Est. Cost $146.91 Unrealized +9.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $682 Shares 2,314 Est. Cost $130.98 Unrealized +93.8%
RBC RBC BEARINGS INC 0.0%
Value ($000) $675 Shares 1,753 Est. Cost $301.51 Unrealized +17.1%
ROAD CONSTRUCTION PARTNERS INC 0.0%
Value ($000) $657 Shares 6,181 Est. Cost $55.28 Unrealized +69.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $648 Shares 13,703 Est. Cost $23.48 Unrealized +76.5%
TIP ISHARES TR 0.0%
Value ($000) $639 Shares 5,805 Est. Cost $115.04 Unrealized
WMT WALMART INC 0.0%
Value ($000) $632 Shares 6,467 Est. Cost $59.60 Unrealized +59.0%
SONY SONY GROUP CORP 0.0%
Value ($000) $594 Shares 22,839 Est. Cost $30.14 Unrealized
EXLS EXLSERVICE HOLDINGS INC 0.0%
Value ($000) $586 Shares 13,380 Est. Cost $37.13 Unrealized +23.1%
HLN HALEON PLC 0.0%
Value ($000) $578 Shares 55,756 Est. Cost $9.11 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $570 Shares 5,682 Est. Cost $98.54 Unrealized +5.2%
BLK BLACKROCK INC 0.0%
Value ($000) $567 Shares 541 Est. Cost $986.21 Unrealized -5.4%
SO SOUTHERN CO 0.0%
Value ($000) $566 Shares 6,164 Est. Cost $56.62 Unrealized +55.4%
ABBV ABBVIE INC 0.0%
Value ($000) $565 Shares 3,046 Est. Cost $134.00 Unrealized +36.3%
KO COCA COLA CO 0.0%
Value ($000) $556 Shares 7,865 Est. Cost $51.87 Unrealized +34.6%
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $543 Shares 2,899 Est. Cost $168.93 Unrealized +5.1%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $530 Shares 3,703 Est. Cost $136.42 Unrealized +0.4%
ASML ASML HOLDING N V 0.0%
Value ($000) $523 Shares 652 Est. Cost $685.62 Unrealized
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $520 Shares 4,550 Est. Cost $98.12 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.0%
Value ($000) $502 Shares 192 Est. Cost $1979.63 Unrealized +18.0%
HD HOME DEPOT INC 0.0%
Value ($000) $497 Shares 1,355 Est. Cost $329.00 Unrealized +8.2%
ESE ESCO TECHNOLOGIES INC 0.0%
Value ($000) $493 Shares 2,569 Est. Cost $144.66 Unrealized +18.0%
FMX FOMENTO ECONOMICO MEXICANO S 0.0%
Value ($000) $489 Shares 4,746 Est. Cost $113.16 Unrealized
EOG EOG RES INC 0.0%
Value ($000) $482 Shares 4,029 Est. Cost $85.12 Unrealized +31.7%
PEP PEPSICO INC 0.0%
Value ($000) $477 Shares 3,610 Est. Cost $147.58 Unrealized -11.2%
DIS DISNEY WALT CO 0.0%
Value ($000) $475 Shares 3,831 Est. Cost $109.38 Unrealized -6.0%
BKNG BOOKING HOLDINGS INC 0.0%
Value ($000) $469 Shares 81 Est. Cost $1998.89 Unrealized +154.9%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $466 Shares 883 Est. Cost $490.00 Unrealized +1.4%
ESS ESSEX PPTY TR INC 0.0%
Value ($000) $458 Shares 1,615 Est. Cost $258.02 Unrealized +5.8%
DSGX DESCARTES SYS GROUP INC 0.0%
Value ($000) $453 Shares 4,453 Est. Cost $101.01 Unrealized +4.4%
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $437 Shares 904 Est. Cost $444.69 Unrealized +4.8%
LIN LINDE PLC 0.0%
Value ($000) $434 Shares 924 Est. Cost $433.09 Unrealized +4.4%
MO ALTRIA GROUP INC 0.0%
Value ($000) $432 Shares 7,373 Est. Cost $55.95 Unrealized 0.0%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $423 Shares 13,973 Est. Cost $29.46 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $419 Shares 4,614 Est. Cost $90.04 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $419 Shares 3,887 Est. Cost $93.19 Unrealized +12.2%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $417 Shares 2,998 Est. Cost $135.13 Unrealized +4.5%
DE DEERE & CO 0.0%
Value ($000) $408 Shares 803 Est. Cost $346.64 Unrealized +39.8%
OLLI OLLIES BARGAIN OUTLET HLDGS 0.0%
Value ($000) $399 Shares 3,030 Est. Cost $103.41 Unrealized +10.7%
AAON AAON INC 0.0%
Value ($000) $392 Shares 5,309 Est. Cost $90.93 Unrealized -3.9%
BCPC BALCHEM CORP 0.0%
Value ($000) $381 Shares 2,394 Est. Cost $167.06 Unrealized -3.5%
EXPO EXPONENT INC 0.0%
Value ($000) $368 Shares 4,931 Est. Cost $86.84 Unrealized -11.8%
CWST CASELLA WASTE SYS INC 0.0%
Value ($000) $368 Shares 3,189 Est. Cost $108.10 Unrealized +6.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $365 Shares 7,893 Est. Cost $47.20 Unrealized 0.0%
NOVT NOVANTA INC 0.0%
Value ($000) $356 Shares 2,762 Est. Cost $157.31 Unrealized -22.6%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $350 Shares 5,039 Est. Cost $74.16 Unrealized -8.2%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $349 Shares 6,890 Est. Cost $50.68 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $344 Shares 441 Est. Cost $790.35 Unrealized -2.1%
GMED GLOBUS MED INC 0.0%
Value ($000) $343 Shares 5,819 Est. Cost $75.12 Unrealized -14.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.0%
Value ($000) $338 Shares 21,991 Est. Cost $11.89 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $333 Shares 2,651 Est. Cost $124.60 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $317 Shares 320 Est. Cost $805.52 Unrealized +23.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $315 Shares 15,376 Est. Cost $24.88 Unrealized -9.8%
ONTO ONTO INNOVATION INC 0.0%
Value ($000) $313 Shares 3,100 Est. Cost $161.64 Unrealized -33.9%
IBDR ISHARES TR 0.0%
Value ($000) $312 Shares 12,864 Est. Cost $24.25 Unrealized
ALC ALCON AG 0.0%
Value ($000) $309 Shares 3,500 Est. Cost $92.09 Unrealized -2.8%
HQY HEALTHEQUITY INC 0.0%
Value ($000) $302 Shares 2,884 Est. Cost $100.92 Unrealized -6.1%
VERX VERTEX INC 0.0%
Value ($000) $297 Shares 8,408 Est. Cost $38.05 Unrealized 0.0%
IBDS ISHARES TR 0.0%
Value ($000) $296 Shares 12,202 Est. Cost $24.27 Unrealized
GWW GRAINGER W W INC 0.0%
Value ($000) $287 Shares 276 Est. Cost $521.72 Unrealized +98.0%
RIO RIO TINTO PLC 0.0%
Value ($000) $284 Shares 4,873 Est. Cost $67.92 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $283 Shares 9,110 Est. Cost $21.95 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $280 Shares 2,776 Est. Cost $216.61 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $279 Shares 5,380 Est. Cost $53.78 Unrealized 0.0%
KMX CARMAX INC 0.0%
Value ($000) $279 Shares 4,147 Est. Cost $78.49 Unrealized -14.3%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $276 Shares 9,007 Est. Cost $34.32 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $272 Shares 5,660 Est. Cost $56.61 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $270 Shares 4,006 Est. Cost $65.14 Unrealized 0.0%
ADBE ADOBE INC 0.0%
Value ($000) $270 Shares 697 Est. Cost $412.55 Unrealized -6.6%
AGYS AGILYSYS INC 0.0%
Value ($000) $268 Shares 2,341 Est. Cost $90.25 Unrealized 0.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $267 Shares 2,206 Est. Cost $129.42 Unrealized -8.7%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $266 Shares 864 Est. Cost $302.36 Unrealized 0.0%
NTES NETEASE INC 0.0%
Value ($000) $261 Shares 1,936 Est. Cost $134.60 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $260 Shares 10,083 Est. Cost $28.34 Unrealized -6.0%
MRK MERCK & CO INC 0.0%
Value ($000) $258 Shares 3,265 Est. Cost $90.70 Unrealized -14.7%
BAP CREDICORP LTD 0.0%
Value ($000) $257 Shares 1,148 Est. Cost $197.22 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $255 Shares 1,229 Est. Cost $192.22 Unrealized -9.3%
TREX TREX CO INC 0.0%
Value ($000) $252 Shares 4,627 Est. Cost $66.98 Unrealized -15.4%
TYL TYLER TECHNOLOGIES INC 0.0%
Value ($000) $251 Shares 423 Est. Cost $566.34 Unrealized 0.0%
SPSC SPS COMM INC 0.0%
Value ($000) $244 Shares 1,796 Est. Cost $138.60 Unrealized 0.0%
VTR VENTAS INC 0.0%
Value ($000) $238 Shares 3,772 Est. Cost $56.20 Unrealized +13.8%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $237 Shares 2,465 Est. Cost $97.81 Unrealized 0.0%
SPXC SPX TECHNOLOGIES INC 0.0%
Value ($000) $235 Shares 1,399 Est. Cost $167.68 Unrealized
ABT ABBOTT LABS 0.0%
Value ($000) $233 Shares 1,715 Est. Cost $130.60 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $231 Shares 331 Est. Cost $628.26 Unrealized 0.0%
BLKB BLACKBAUD INC 0.0%
Value ($000) $231 Shares 3,600 Est. Cost $62.52 Unrealized 0.0%
PIMCO DYNAMIC INCOME FD 0.0%
Value ($000) $228 Shares 12,000 Est. Cost $17.95 Unrealized
VCEL VERICEL CORP 0.0%
Value ($000) $226 Shares 5,321 Est. Cost $41.60 Unrealized 0.0%
LMAT LEMAITRE VASCULAR INC 0.0%
Value ($000) $221 Shares 2,667 Est. Cost $83.10 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $221 Shares 1,000 Est. Cost $210.37 Unrealized 0.0%
VVV VALVOLINE INC 0.0%
Value ($000) $220 Shares 5,822 Est. Cost $34.96 Unrealized 0.0%
ALRM ALARM COM HLDGS INC 0.0%
Value ($000) $218 Shares 3,847 Est. Cost $55.48 Unrealized 0.0%
PFE PFIZER INC 0.0%
Value ($000) $217 Shares 8,953 Est. Cost $22.35 Unrealized 0.0%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $216 Shares 1,745 Est. Cost $122.63 Unrealized 0.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $207 Shares 790 Est. Cost $241.79 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $203 Shares 3,004 Est. Cost $62.64 Unrealized +6.4%
MDT MEDTRONIC PLC 0.0%
Value ($000) $202 Shares 2,313 Est. Cost $87.35 Unrealized -4.4%
CERT CERTARA INC 0.0%
Value ($000) $200 Shares 17,065 Est. Cost $11.20 Unrealized +5.7%
TLK P T TELEKOMUNIKASI INDONESIA 0.0%
Value ($000) $193 Shares 11,368 Est. Cost $16.94 Unrealized
OXFORD LANE CAP CORP 0.0%
Value ($000) $168 Shares 40,000 Est. Cost $6.26 Unrealized
XAI OCTAGN FLT RAT & ALT INM 0.0%
Value ($000) $141 Shares 25,000 Est. Cost $5.91 Unrealized
ECC EAGLE POINT CREDIT COMPANY I 0.0%
Value ($000) $92 Shares 12,000 Est. Cost $8.88 Unrealized
XAWPX ABRDN GLOBAL PREMIER PPTYS F 0.0%
Value ($000) $67 Shares 17,000 Est. Cost $3.88 Unrealized