ROSS\JOHNSON & Associates LLC Diversified Active

CIK: 0002056532 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 15, 2025

Total Value ($000): $4,856 (100.0% shares, 0.0% debt)

Holdings (214)

GGG Graco Inc 56.2%
Value ($000) $2,728 Shares 31,737 Est. Cost $85.20 Unrealized -3.7%
SPY SPDR S&P 500 ETF Trust 5.5%
Value ($000) $267 Shares 432 Est. Cost $585.07 Unrealized
TSLA Tesla Inc 3.8%
Value ($000) $186 Shares 587 Est. Cost $301.44 Unrealized -0.1%
MUB iShares National Muni Bond ETF 3.3%
Value ($000) $161 Shares 1,542 Est. Cost $106.55 Unrealized
IVV iShares Core S&P 500 ETF 2.8%
Value ($000) $135 Shares 217 Est. Cost $562.53 Unrealized
ARKB ARK 21Shares Bitcoin ETF 2.6%
Value ($000) $124 Shares 3,474 Est. Cost $54.95 Unrealized
BITB BITWISE BITCOIN ETF 2.5%
Value ($000) $124 Shares 2,110 Est. Cost $46.95 Unrealized
BHE Benchmark Electronics Inc 2.0%
Value ($000) $97 Shares 2,510 Est. Cost $45.46 Unrealized -20.6%
WFC Wells Fargo & Co 1.8%
Value ($000) $88 Shares 1,101 Est. Cost $66.84 Unrealized +6.4%
AMGN Amgen Inc 1.7%
Value ($000) $84 Shares 300 Est. Cost $286.05 Unrealized -2.9%
CSCO Cisco Systems Inc 1.4%
Value ($000) $70 Shares 1,007 Est. Cost $55.58 Unrealized +8.6%
SEEM SEI Select Emerging Markets Equity ETF 1.2%
Value ($000) $59 Shares 2,138 Est. Cost $24.70 Unrealized
QQQ Invesco QQQ Trust Series 1 1.1%
Value ($000) $54 Shares 98 Est. Cost $511.23 Unrealized
IWM ISHARES RUSSELL 2000 ETF 1.1%
Value ($000) $52 Shares 243 Est. Cost $218.10 Unrealized
BHP BHP Group Ltd 1.1%
Value ($000) $51 Shares 1,070 Est. Cost $48.83 Unrealized
QQQM Invesco Nasdaq 100 ETF 1.0%
Value ($000) $49 Shares 216 Est. Cost $193.02 Unrealized
LOW Lowe's Cos Inc 0.9%
Value ($000) $45 Shares 202 Est. Cost $256.23 Unrealized -13.9%
NVDA NVIDIA Corp 0.7%
Value ($000) $36 Shares 228 Est. Cost $135.30 Unrealized -7.0%
MSFT Microsoft CORP 0.7%
Value ($000) $34 Shares 69 Est. Cost $411.84 Unrealized +5.0%
AXP American Express Co 0.7%
Value ($000) $32 Shares 100 Est. Cost $285.35 Unrealized -2.1%
ETHW Bitwise Ethereum ETF 0.6%
Value ($000) $27 Shares 1,500 Est. Cost $23.97 Unrealized
BA Boeing Co/The 0.4%
Value ($000) $21 Shares 100 Est. Cost $156.93 Unrealized +20.4%
MDT Medtronic PLC 0.4%
Value ($000) $21 Shares 240 Est. Cost $83.84 Unrealized -0.4%
IBM International Business Machines Corp 0.4%
Value ($000) $20 Shares 69 Est. Cost $216.64 Unrealized +17.2%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $16 Shares 37 Est. Cost $410.80 Unrealized
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $15 Shares 84 Est. Cost $169.99 Unrealized
LLY Eli Lilly & Co 0.3%
Value ($000) $14 Shares 18 Est. Cost $821.45 Unrealized -5.8%
TGT Target Corp 0.3%
Value ($000) $12 Shares 125 Est. Cost $136.67 Unrealized -31.7%
GOOG Alphabet Inc. 0.2%
Value ($000) $8 Shares 46 Est. Cost $177.14 Unrealized -6.9%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.2%
Value ($000) $8 Shares 277 Est. Cost $28.16 Unrealized
HON Honeywell International Inc 0.2%
Value ($000) $8 Shares 34 Est. Cost $203.29 Unrealized -1.8%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.2%
Value ($000) $8 Shares 283 Est. Cost $26.41 Unrealized
CHAT Roundhill Generative AI & Technology ETF 0.2%
Value ($000) $7 Shares 150 Est. Cost $34.85 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $7 Shares 13 Est. Cost $529.38 Unrealized
FISV Fiserv Inc 0.1%
Value ($000) $7 Shares 42 Est. Cost $204.85 Unrealized -11.5%
ABT Abbott Laboratories 0.1%
Value ($000) $7 Shares 51 Est. Cost $116.42 Unrealized +12.2%
ITOT iShares Core S&P Total US Stock Market ETF 0.1%
Value ($000) $7 Shares 49 Est. Cost $128.61 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $6 Shares 72 Est. Cost $70.89 Unrealized
DCI Donaldson Co Inc 0.1%
Value ($000) $6 Shares 80 Est. Cost $72.21 Unrealized -8.1%
VBR VANGUARD SMALL CAP VALUEETF 0.1%
Value ($000) $5 Shares 28 Est. Cost $200.45 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $5 Shares 19 Est. Cost $281.21 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.1%
Value ($000) $5 Shares 87 Est. Cost $53.83 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $5 Shares 108 Est. Cost $42.89 Unrealized -3.4%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $5 Shares 55 Est. Cost $106.02 Unrealized -9.5%
V Visa Inc 0.1%
Value ($000) $4 Shares 12 Est. Cost $320.04 Unrealized +8.4%
IDEV ISHARES CORE MSCI INTERNATIONAL ETF 0.1%
Value ($000) $4 Shares 55 Est. Cost $66.03 Unrealized
CHRW CH Robinson Worldwide Inc 0.1%
Value ($000) $4 Shares 43 Est. Cost $104.85 Unrealized -11.9%
UNH UnitedHealth Group INC 0.1%
Value ($000) $4 Shares 13 Est. Cost $520.84 Unrealized -28.0%
SCHW Charles Schwab Corp/The 0.1%
Value ($000) $4 Shares 44 Est. Cost $74.17 Unrealized +12.1%
QCOM Qualcomm INC 0.1%
Value ($000) $4 Shares 22 Est. Cost $159.58 Unrealized -9.1%
TECH Bio-Techne Corp 0.1%
Value ($000) $3 Shares 64 Est. Cost $72.98 Unrealized -31.4%
AAPL Apple Inc 0.1%
Value ($000) $3 Shares 16 Est. Cost $230.97 Unrealized -12.8%
MMM 3M Co 0.1%
Value ($000) $3 Shares 21 Est. Cost $133.18 Unrealized +6.1%
GLW Corning Inc 0.1%
Value ($000) $3 Shares 60 Est. Cost $46.35 Unrealized -0.1%
PNR Pentair PLC 0.1%
Value ($000) $3 Shares 30 Est. Cost $101.45 Unrealized -8.4%
JNJ Johnson & Johnson 0.1%
Value ($000) $3 Shares 20 Est. Cost $151.56 Unrealized -0.5%
CVX Chevron CORP 0.1%
Value ($000) $3 Shares 21 Est. Cost $145.74 Unrealized -6.0%
ABBV AbbVie INC 0.1%
Value ($000) $3 Shares 15 Est. Cost $182.80 Unrealized -0.1%
PFG Principal Financial Group Inc 0.1%
Value ($000) $3 Shares 35 Est. Cost $80.65 Unrealized -7.2%
DIS Walt Disney Co/The 0.1%
Value ($000) $3 Shares 21 Est. Cost $103.66 Unrealized -0.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 60 Est. Cost $39.95 Unrealized +0.8%
LFUS Littelfuse Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $249.42 Unrealized -20.9%
NVT nVent Electric PLC 0.0%
Value ($000) $2 Shares 30 Est. Cost $72.71 Unrealized -16.1%
AMZN Amazon.com Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $215.23 Unrealized -8.1%
PFE Pfizer Inc 0.0%
Value ($000) $2 Shares 86 Est. Cost $25.09 Unrealized -10.9%
MRK Merck & Co Inc 0.0%
Value ($000) $2 Shares 24 Est. Cost $98.46 Unrealized -21.4%
BOTZ Global X Robotics & Artificial Intelligence ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.46 Unrealized
CFR Cullen/Frost Bankers Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $126.85 Unrealized -5.6%
USB US Bancorp 0.0%
Value ($000) $1 Shares 33 Est. Cost $46.04 Unrealized -11.5%
META Meta Platforms Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $643.25 Unrealized -4.1%
AVGO Broadcom INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $209.82 Unrealized +2.9%
NFLX Netflix Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $95.10 Unrealized +18.9%
HSY Hershey Co/The 0.0%
Value ($000) $1 Shares 8 Est. Cost $172.88 Unrealized -6.5%
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $1 Shares 92 Est. Cost $13.09 Unrealized -10.7%
UPS United Parcel Service Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $122.34 Unrealized -23.1%
GOOGL Alphabet Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $180.70 Unrealized -9.6%
ASB Associated Banc-Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.47 Unrealized -6.3%
GIS General Mills Inc 0.0%
Value ($000) $1 Shares 23 Est. Cost $61.67 Unrealized -12.8%
COST Costco Wholesale Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $970.56 Unrealized +2.1%
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 24 Est. Cost $33.83 Unrealized
XOM Exxon Mobil Corp 0.0%
Value ($000) $1 Shares 8 Est. Cost $111.74 Unrealized -6.5%
NVEC NVE Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.43 Unrealized -15.7%
PM Philip Morris International Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $136.99 Unrealized +22.2%
FIBK First Interstate BancSystem Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.02 Unrealized -14.6%
APH Amphenol Corp 0.0%
Value ($000) $1 Shares 7 Est. Cost $67.73 Unrealized +20.2%
SLB Schlumberger NV 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.51 Unrealized -16.2%
PG Procter & Gamble CO/THE 0.0%
Value ($000) $1 Shares 4 Est. Cost $163.95 Unrealized -1.9%
TXN Texas Instruments Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $182.23 Unrealized -4.4%
BAX Baxter International Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $32.95 Unrealized -9.0%
WMT Walmart Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $92.95 Unrealized +2.0%
MCD McDonald's CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $292.89 Unrealized +3.6%
RTX RTX Corp 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.76 Unrealized +5.6%
JPM JPMorgan Chase & Co 0.0%
Value ($000) $1 Shares 2 Est. Cost $250.91 Unrealized +0.7%
KO Coca-Cola Co/The 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.22 Unrealized +10.4%
KD Kyndryl Holdings Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $33.59 Unrealized +7.7%
CRM Salesforce Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $309.01 Unrealized -13.9%
PGR Progressive Corp/The 0.0%
Value ($000) $1 Shares 2 Est. Cost $245.29 Unrealized +5.0%
SPGI S&P Global Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $507.58 Unrealized -2.2%
T AT&T Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $24.35 Unrealized +10.7%
DE Deere & Co 0.0%
Value ($000) $1 Shares 1 Est. Cost $461.52 Unrealized +5.0%
MCO Moody's Corp 0.0%
Value ($000) $1 Shares 1 Est. Cost $478.56 Unrealized -3.7%
TJX TJX Cos Inc/The 0.0%
Value ($000) $0 Shares 4 Est. Cost $120.10 Unrealized +4.8%
DASH DoorDash Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $188.06 Unrealized +6.7%
BRK/B Berkshire Hathaway Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $479.64 Unrealized +5.9%
ADI Analog Devices Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $212.91 Unrealized -3.2%
LIN Linde PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $444.55 Unrealized +1.7%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $466.00 Unrealized -1.1%
TT Trane Technologies PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $359.02 Unrealized +9.5%
ORCL Oracle CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $161.57 Unrealized -0.5%
PAYX Paychex Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $143.17 Unrealized +3.0%
PLTR Palantir Technologies Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.82 Unrealized +33.6%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.92 Unrealized +0.4%
ANET Arista Networks INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $101.39 Unrealized -14.7%
CNP CenterPoint Energy Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.83 Unrealized +11.3%
SYK Stryker CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $377.08 Unrealized -1.5%
EQH Equitable Holdings Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.33 Unrealized -1.3%
CAT Caterpillar Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $351.95 Unrealized -6.0%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $123.58 Unrealized -7.2%
HD Home Depot Inc/The 0.0%
Value ($000) $0 Shares 1 Est. Cost $380.72 Unrealized -6.5%
AMAT Applied Materials Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $166.66 Unrealized -5.5%
DOV Dover Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $190.32 Unrealized -9.3%
LNT Alliant Energy Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.57 Unrealized +0.9%
COP ConocoPhillips 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.79 Unrealized -9.1%
AON Aon PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.59 Unrealized -5.3%
ETN Eaton Corp PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $308.54 Unrealized -0.6%
NKE NIKE Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.05 Unrealized -18.0%
OGE OGE Energy Corp 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.52 Unrealized +1.9%
HBAN Huntington Bancshares Inc/OH 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.53 Unrealized -5.4%
APP AppLovin Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $344.61 Unrealized -5.9%
COIN Coinbase Global Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.13 Unrealized -3.4%
CMS CMS Energy Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.05 Unrealized +2.8%
SHW Sherwin-Williams Co/The 0.0%
Value ($000) $0 Shares 1 Est. Cost $348.12 Unrealized -1.0%
SSNC SS&C Technologies Holdings Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.77 Unrealized -5.0%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.62 Unrealized +4.0%
ALNY Alnylam Pharmaceuticals Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.00 Unrealized +7.7%
AMH American Homes 4 Rent 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.78 Unrealized
BSX Boston Scientific Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.70 Unrealized +0.5%
PRU Prudential Financial Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.96 Unrealized -8.0%
RBLX ROBLOX Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.86 Unrealized +25.0%
PLD Prologis Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.87 Unrealized -8.5%
ZTS Zoetis INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.52 Unrealized -4.3%
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.53 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $284.41 Unrealized -0.2%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $295.41 Unrealized +2.4%
CDNS Cadence Design Systems INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $278.09 Unrealized +4.6%
SOLV Solventum Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.01 Unrealized +1.2%
COR Cencora Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $249.56 Unrealized +14.9%
ACN Accenture PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $349.45 Unrealized -13.3%
BX Blackstone Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $158.19 Unrealized -14.6%
DAL Delta Air Lines Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.63 Unrealized -22.3%
GM General Motors Co 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.81 Unrealized -3.6%
H Hyatt Hotels Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $143.36 Unrealized -13.2%
NEE NextEra Energy Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.66 Unrealized -0.8%
LSTR Landstar System Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $150.00 Unrealized
L Loews Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.35 Unrealized +2.7%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $248.61 Unrealized -4.4%
DXCM Dexcom Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.60 Unrealized -3.9%
GE GE Aerospace Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $185.93 Unrealized +17.6%
HIG Hartford Insurance Group Inc/The 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.93 Unrealized +8.8%
DINO HF Sinclair Corp 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.51 Unrealized +0.1%
SBAC SBA Communications Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.35 Unrealized +10.0%
HAL Halliburton Co 0.0%
Value ($000) $0 Shares 11 Est. Cost $25.59 Unrealized -19.6%
SNOW Snowflake Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $169.70 Unrealized +6.5%
CTVA Corteva Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.25 Unrealized +8.0%
AMT American Tower Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $189.52 Unrealized +11.0%
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.81 Unrealized -17.2%
TTD Trade Desk Inc/The 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.47 Unrealized -29.4%
PHM PulteGroup Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.19 Unrealized -6.5%
DHR Danaher Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $216.97 Unrealized -11.0%
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.26 Unrealized +11.5%
NET Cloudflare Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized +9.5%
CHRD Chord Energy Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $108.02 Unrealized -14.9%
U Unity Software Inc 0.0%
Value ($000) $0 Shares 8 Est. Cost $22.58 Unrealized -2.6%
MAS Masco Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.59 Unrealized -15.5%
CHD Church & Dwight Co Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.85 Unrealized -7.6%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.73 Unrealized +21.2%
WCC WESCO International Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $177.37 Unrealized -7.6%
SBUX Starbucks Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.99 Unrealized -15.7%
DXC DXC Technology Co 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.42 Unrealized -20.8%
MSM MSC Industrial Direct Co Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.05 Unrealized -1.3%
SPG Simon Property Group Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $166.88 Unrealized -8.5%
FIVN Five9 Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.67 Unrealized -29.0%
INTC Intel Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.88 Unrealized -5.3%
ON ON Semiconductor Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.33 Unrealized -13.6%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.57 Unrealized +4.2%
EMN Eastman Chemical Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.41 Unrealized -16.0%
PYPL PayPal Holdings INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.71 Unrealized -12.1%
MS Morgan Stanley 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.91 Unrealized -3.9%
CVS CVS Health Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $57.99 Unrealized +10.7%
DDOG Datadog Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.18 Unrealized -12.3%
VRT Vertiv Holdings Co 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.29 Unrealized -8.6%
BIIB Biogen Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.96 Unrealized -12.8%
MU Micron Technology Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $95.73 Unrealized -2.6%
RHI Robert Half Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.97 Unrealized -25.3%
GILD Gilead Sciences Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.53 Unrealized +3.8%
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $65.74 Unrealized -26.6%
FTNT Fortinet Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.38 Unrealized -0.5%
DLTR Dollar Tree Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.51 Unrealized +20.7%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.48 Unrealized -14.9%
UBER Uber Technologies Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.04 Unrealized +14.3%
ATI ATI Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.77 Unrealized +20.6%
C Citigroup Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.53 Unrealized -4.5%
VTRS Viatris Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $11.63 Unrealized -29.6%
Kellanova 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.02 Unrealized +0.2%
SLM SLM Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.25 Unrealized +4.6%
EPR EPR Properties 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
MRNA Moderna Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.49 Unrealized -25.8%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.00 Unrealized
KRC Kilroy Realty Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.00 Unrealized
QDEL Quidelortho Corporation Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.79 Unrealized -27.5%
CAG Conagra Brands Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.38 Unrealized -8.0%
OGN Organon & Co 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.75 Unrealized -34.9%
FTRE Fortrea Holdings Inc - W/I 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.12 Unrealized -61.9%
CRDF Cardiff Oncology Inc 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.13 Unrealized -2.4%