ROSS\JOHNSON & Associates LLC Diversified Active

CIK: 0002056532 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 10, 2025

Total Value ($000): $5,307 (100.0% shares, 0.0% debt)

Holdings (216)

GGG GRACO INC 50.8%
Value ($000) $2,696 Shares 31,737 Est. Cost $85.20 Unrealized -0.3%
SPY SPDR S&P 500 ETF TR 5.4%
Value ($000) $288 Shares 432 Est. Cost $585.07 Unrealized
TSLA TESLA INC 4.8%
Value ($000) $252 Shares 567 Est. Cost $301.44 Unrealized +15.1%
MUB ISHARES TR 3.1%
Value ($000) $164 Shares 1,542 Est. Cost $106.55 Unrealized
IVV ISHARES TR 2.9%
Value ($000) $156 Shares 233 Est. Cost $569.86 Unrealized
SEEM SEI EXCHANGE TRADED FUNDS 2.6%
Value ($000) $141 Shares 4,653 Est. Cost $27.68 Unrealized
ARKB ARK 21SHARES BITCOIN ETF 2.5%
Value ($000) $132 Shares 3,474 Est. Cost $54.95 Unrealized
BITB BITWISE BITCOIN ETF TR 2.5%
Value ($000) $132 Shares 2,120 Est. Cost $46.95 Unrealized
SEIS SEI EXCHANGE TRADED FUNDS 2.0%
Value ($000) $104 Shares 3,708 Est. Cost $27.95 Unrealized
BHE BENCHMARK ELECTRS INC 1.8%
Value ($000) $97 Shares 2,510 Est. Cost $45.46 Unrealized -13.7%
WFC WELLS FARGO CO NEW 1.7%
Value ($000) $92 Shares 1,101 Est. Cost $66.84 Unrealized +20.4%
AMGN AMGEN INC 1.6%
Value ($000) $85 Shares 300 Est. Cost $286.05 Unrealized +0.2%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $70 Shares 203 Est. Cost $313.15 Unrealized -4.5%
CSCO CISCO SYS INC 1.3%
Value ($000) $69 Shares 1,007 Est. Cost $55.58 Unrealized +21.2%
QQQM INVESCO EXCH TRADED FD TR II 1.2%
Value ($000) $66 Shares 266 Est. Cost $203.19 Unrealized
BHP BHP GROUP LTD 1.1%
Value ($000) $60 Shares 1,070 Est. Cost $48.83 Unrealized
IWM ISHARES TR 1.1%
Value ($000) $59 Shares 244 Est. Cost $218.10 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value ($000) $59 Shares 98 Est. Cost $511.23 Unrealized
LOW LOWES COS INC 1.0%
Value ($000) $51 Shares 202 Est. Cost $256.23 Unrealized -4.7%
ETHW BITWISE ETHEREUM ETF 0.8%
Value ($000) $45 Shares 1,500 Est. Cost $23.97 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value ($000) $43 Shares 228 Est. Cost $135.30 Unrealized +28.8%
MSFT MICROSOFT CORP 0.7%
Value ($000) $36 Shares 69 Est. Cost $411.84 Unrealized +23.5%
AXP AMERICAN EXPRESS CO 0.6%
Value ($000) $33 Shares 100 Est. Cost $285.35 Unrealized +10.9%
MDT MEDTRONIC PLC 0.4%
Value ($000) $23 Shares 240 Est. Cost $83.84 Unrealized +8.9%
BA BOEING CO 0.4%
Value ($000) $22 Shares 100 Est. Cost $156.93 Unrealized +43.7%
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $19 Shares 69 Est. Cost $216.64 Unrealized +19.8%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $18 Shares 37 Est. Cost $410.80 Unrealized
VTV VANGUARD VALUE ETF 0.3%
Value ($000) $16 Shares 84 Est. Cost $169.99 Unrealized
LLY ELI LILLY & CO 0.3%
Value ($000) $14 Shares 18 Est. Cost $821.45 Unrealized -9.6%
TGT TARGET CORP 0.2%
Value ($000) $11 Shares 125 Est. Cost $136.67 Unrealized -29.2%
GOOG ALPHABET INC 0.2%
Value ($000) $11 Shares 46 Est. Cost $177.14 Unrealized +18.5%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.2%
Value ($000) $10 Shares 307 Est. Cost $28.52 Unrealized
SCHV SCHWAB US LARGE CAP VALUE ETF 0.2%
Value ($000) $9 Shares 317 Est. Cost $26.70 Unrealized
CHAT TIDAL TRUST II 0.2%
Value ($000) $9 Shares 150 Est. Cost $34.85 Unrealized
IEMG ISHARES CORE MSCI EMERGING ETF 0.2%
Value ($000) $9 Shares 129 Est. Cost $57.81 Unrealized
VOO VANGUARD S&P 500 ETF 0.1%
Value ($000) $8 Shares 13 Est. Cost $529.38 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $7 Shares 34 Est. Cost $203.29 Unrealized +1.9%
ITOT ISHARES TR 0.1%
Value ($000) $7 Shares 49 Est. Cost $128.61 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $7 Shares 51 Est. Cost $116.42 Unrealized +12.2%
DCI DONALDSON INC 0.1%
Value ($000) $7 Shares 80 Est. Cost $72.21 Unrealized +3.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $6 Shares 72 Est. Cost $70.89 Unrealized
VBR VANGUARD SMALL CAP VALUEETF 0.1%
Value ($000) $6 Shares 28 Est. Cost $200.45 Unrealized
VBK VANGUARD SMALL CAP GROWTH ETF 0.1%
Value ($000) $6 Shares 19 Est. Cost $281.21 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.1%
Value ($000) $6 Shares 43 Est. Cost $104.85 Unrealized +11.1%
SEIE SEI EXCHANGE TRADED FUNDS 0.1%
Value ($000) $6 Shares 184 Est. Cost $30.51 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $6 Shares 108 Est. Cost $42.89 Unrealized +12.7%
ZBH ZIMMER BIOMET HLDGS INC 0.1%
Value ($000) $5 Shares 55 Est. Cost $106.02 Unrealized -7.0%
FISV FISERV INC 0.1%
Value ($000) $5 Shares 42 Est. Cost $204.85 Unrealized -30.0%
V VISA INC 0.1%
Value ($000) $5 Shares 12 Est. Cost $320.04 Unrealized +7.8%
GLW CORNING INC 0.1%
Value ($000) $5 Shares 60 Est. Cost $46.35 Unrealized +40.2%
IDEV ISHARES CORE MSCI INTRL DVLP MKT ETF 0.1%
Value ($000) $5 Shares 61 Est. Cost $67.43 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $4 Shares 44 Est. Cost $74.17 Unrealized +27.5%
AAPL APPLE INC 0.1%
Value ($000) $4 Shares 16 Est. Cost $230.97 Unrealized -2.3%
MRK MERCK & CO INC 0.1%
Value ($000) $4 Shares 48 Est. Cost $89.74 Unrealized -9.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $4 Shares 20 Est. Cost $151.56 Unrealized +11.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $4 Shares 22 Est. Cost $159.58 Unrealized -1.5%
TECH BIO-TECHNE CORP 0.1%
Value ($000) $4 Shares 64 Est. Cost $72.98 Unrealized -26.8%
ABBV ABBVIE INC 0.1%
Value ($000) $3 Shares 15 Est. Cost $182.80 Unrealized +10.5%
PNR PENTAIR PLC 0.1%
Value ($000) $3 Shares 30 Est. Cost $101.45 Unrealized +5.0%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $3 Shares 21 Est. Cost $145.74 Unrealized +4.5%
NVT NVENT ELECTRIC PLC 0.1%
Value ($000) $3 Shares 30 Est. Cost $72.71 Unrealized +18.9%
PFG PRINCIPAL FINANCIAL GROUP IN 0.1%
Value ($000) $3 Shares 35 Est. Cost $80.65 Unrealized -2.5%
FE FIRSTENERGY CORP 0.1%
Value ($000) $3 Shares 60 Est. Cost $39.95 Unrealized +5.4%
LFUS LITTELFUSE INC 0.0%
Value ($000) $3 Shares 10 Est. Cost $249.42 Unrealized +0.4%
DIS DISNEY WALT CO 0.0%
Value ($000) $2 Shares 21 Est. Cost $103.66 Unrealized +12.9%
AMZN AMAZON COM INC 0.0%
Value ($000) $2 Shares 10 Est. Cost $215.23 Unrealized +5.2%
PFE PFIZER INC 0.0%
Value ($000) $2 Shares 86 Est. Cost $25.09 Unrealized -3.8%
ELAN ELANCO ANIMAL HEALTH INC 0.0%
Value ($000) $2 Shares 92 Est. Cost $13.09 Unrealized +28.0%
BOTZ GLOBAL X FDS 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.46 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $2 Shares 7 Est. Cost $180.70 Unrealized +15.8%
AVGO BROADCOM INC 0.0%
Value ($000) $2 Shares 5 Est. Cost $209.82 Unrealized +45.7%
USB US BANCORP DEL 0.0%
Value ($000) $2 Shares 33 Est. Cost $46.04 Unrealized +0.7%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $2 Shares 12 Est. Cost $126.85 Unrealized +1.1%
HSY HERSHEY CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $172.88 Unrealized +3.9%
META META PLATFORMS INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $643.25 Unrealized +15.5%
ASB ASSOCIATED BANC CORP 0.0%
Value ($000) $1 Shares 50 Est. Cost $23.47 Unrealized +7.6%
NFLX NETFLIX INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $95.10 Unrealized +28.3%
GIS GENERAL MLS INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $61.67 Unrealized -19.8%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $122.34 Unrealized -28.0%
GSK GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $1 Shares 24 Est. Cost $33.83 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $1 Shares 1 Est. Cost $970.56 Unrealized -1.4%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $1 Shares 8 Est. Cost $111.74 Unrealized -1.8%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $1 Shares 7 Est. Cost $67.73 Unrealized +61.5%
FIBK FIRST INTST BANCSYSTEM INC 0.0%
Value ($000) $1 Shares 25 Est. Cost $30.02 Unrealized +0.2%
APP APPLOVIN CORP 0.0%
Value ($000) $1 Shares 1 Est. Cost $344.61 Unrealized +33.8%
SLB SLB LIMITED 0.0%
Value ($000) $1 Shares 20 Est. Cost $40.51 Unrealized -15.2%
RTX RTX CORPORATION 0.0%
Value ($000) $1 Shares 4 Est. Cost $124.76 Unrealized +23.7%
NVEC NVE CORP 0.0%
Value ($000) $1 Shares 10 Est. Cost $78.43 Unrealized -13.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $136.99 Unrealized +20.6%
JPM JPMORGAN CHASE & CO. 0.0%
Value ($000) $1 Shares 2 Est. Cost $250.91 Unrealized +17.9%
WMT WALMART INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $92.95 Unrealized +6.8%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $1 Shares 4 Est. Cost $163.95 Unrealized -5.5%
MCD MCDONALDS CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $292.89 Unrealized +2.9%
ANET ARISTA NETWORKS INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $101.39 Unrealized +27.0%
TJX TJX COS INC NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $120.10 Unrealized +10.1%
ORCL ORACLE CORP 0.0%
Value ($000) $1 Shares 2 Est. Cost $161.57 Unrealized +57.3%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $182.23 Unrealized +6.1%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $87.82 Unrealized +84.6%
DASH DOORDASH INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $188.06 Unrealized +33.4%
KO COCA COLA CO 0.0%
Value ($000) $1 Shares 8 Est. Cost $63.22 Unrealized +7.4%
T AT&T INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $24.35 Unrealized +15.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $1 Shares 1 Est. Cost $479.64 Unrealized +1.0%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $245.29 Unrealized -5.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $212.91 Unrealized +12.2%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $507.58 Unrealized +5.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $351.95 Unrealized +20.9%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $478.56 Unrealized +5.0%
LIN LINDE PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $444.55 Unrealized +5.9%
CRM SALESFORCE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $309.01 Unrealized -18.6%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $461.52 Unrealized +6.1%
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $257.00 Unrealized +58.4%
BAX BAXTER INTL INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.95 Unrealized -23.4%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $0 Shares 11 Est. Cost $32.83 Unrealized +14.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $359.02 Unrealized +18.8%
RBLX ROBLOX CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $62.86 Unrealized +97.7%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $166.66 Unrealized +8.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $184.92 Unrealized +3.5%
HD HOME DEPOT INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $380.72 Unrealized +2.2%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $59.57 Unrealized +7.2%
WTFC WINTRUST FINL CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $123.58 Unrealized +6.8%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $466.00 Unrealized -10.3%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 13 Est. Cost $33.59 Unrealized +2.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $143.17 Unrealized -4.2%
COP CONOCOPHILLIPS 0.0%
Value ($000) $0 Shares 4 Est. Cost $96.79 Unrealized -3.6%
ETN EATON CORP PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $308.54 Unrealized +17.7%
OGE OGE ENERGY CORP 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.52 Unrealized +2.9%
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $377.08 Unrealized +2.0%
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 6 Est. Cost $48.81 Unrealized +13.8%
CMS CMS ENERGY CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.05 Unrealized +4.5%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.53 Unrealized +8.3%
AON AON PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $381.59 Unrealized -5.3%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.77 Unrealized +4.6%
EQH EQUITABLE HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $51.33 Unrealized +2.4%
CDNS CADENCE DESIGN SYSTEM INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $278.09 Unrealized +23.7%
NKE NIKE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $72.05 Unrealized +2.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $348.12 Unrealized +0.9%
PLD PROLOGIS INC. 0.0%
Value ($000) $0 Shares 3 Est. Cost $111.87 Unrealized -3.2%
BX BLACKSTONE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $158.19 Unrealized +7.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $0 Shares 6 Est. Cost $58.63 Unrealized -3.1%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $242.13 Unrealized +40.0%
DOV DOVER CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $190.32 Unrealized -6.1%
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $22.58 Unrealized +64.2%
ADSK AUTODESK INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $284.41 Unrealized +7.1%
DINO HF SINCLAIR CORP 0.0%
Value ($000) $0 Shares 6 Est. Cost $33.51 Unrealized +39.4%
COR CENCORA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $249.56 Unrealized +17.6%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $108.96 Unrealized -5.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $68.66 Unrealized +5.2%
L LOEWS CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $85.35 Unrealized +10.7%
GE GE AEROSPACE 0.0%
Value ($000) $0 Shares 1 Est. Cost $185.93 Unrealized +46.7%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $0 Shares 9 Est. Cost $37.78 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $0 Shares 1 Est. Cost $295.41 Unrealized +0.8%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $100.70 Unrealized +2.8%
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $164.52 Unrealized -8.5%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $70.01 Unrealized +4.7%
H HYATT HOTELS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $143.36 Unrealized -0.1%
HAL HALLIBURTON CO 0.0%
Value ($000) $0 Shares 11 Est. Cost $25.59 Unrealized -14.5%
HLN HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.53 Unrealized
HIG HARTFORD INSURANCE GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $112.93 Unrealized +12.8%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 4 Est. Cost $73.62 Unrealized -2.0%
PHM PULTE GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $107.19 Unrealized +15.5%
MMM 3M CO 0.0%
Value ($000) $0 Shares 21 Est. Cost $133.18 Unrealized +15.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $248.61 Unrealized +8.6%
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $0 Shares 1 Est. Cost $349.45 Unrealized -25.4%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $150.00 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $21.88 Unrealized +10.7%
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $169.70 Unrealized +26.5%
NET CLOUDFLARE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $132.56 Unrealized +54.0%
WCC WESCO INTL INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $177.37 Unrealized +18.0%
MAS MASCO CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $73.59 Unrealized -5.0%
CTVA CORTEVA INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $61.25 Unrealized +17.8%
DXCM DEXCOM INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $81.60 Unrealized -3.0%
CHRD CHORD ENERGY CORPORATION 0.0%
Value ($000) $0 Shares 2 Est. Cost $108.02 Unrealized -4.7%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $0 Shares 5 Est. Cost $50.81 Unrealized -15.3%
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 1 Est. Cost $216.97 Unrealized -8.6%
HWM HOWMET AEROSPACE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.73 Unrealized +43.7%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $205.35 Unrealized +4.5%
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $189.52 Unrealized +7.9%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $166.88 Unrealized +1.3%
MSM MSC INDL DIRECT INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $80.05 Unrealized +11.4%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $105.85 Unrealized -11.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.99 Unrealized -12.3%
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $95.73 Unrealized +33.5%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 12 Est. Cost $19.42 Unrealized -26.9%
MS MORGAN STANLEY 0.0%
Value ($000) $0 Shares 1 Est. Cost $125.91 Unrealized +16.3%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $71.57 Unrealized +9.2%
VRT VERTIV HOLDINGS CO 0.0%
Value ($000) $0 Shares 1 Est. Cost $106.29 Unrealized +25.4%
CVS CVS HEALTH CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $57.99 Unrealized +17.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.33 Unrealized +4.6%
TTD THE TRADE DESK INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $90.47 Unrealized -29.9%
FIVN FIVE9 INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $36.67 Unrealized -27.9%
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $126.18 Unrealized +9.1%
BIIB BIOGEN INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $142.96 Unrealized -5.4%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $77.71 Unrealized -9.5%
JEF JEFFERIES FINL GROUP INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $65.74 Unrealized -8.9%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.26 Unrealized -8.3%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $90.41 Unrealized -24.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $100.53 Unrealized +11.7%
C CITIGROUP INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $74.53 Unrealized +26.3%
RHI ROBERT HALF INC. 0.0%
Value ($000) $0 Shares 3 Est. Cost $60.97 Unrealized -38.5%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.04 Unrealized +29.8%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $14.00 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $71.51 Unrealized +49.6%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $55.48 Unrealized -18.0%
VTRS VIATRIS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $11.63 Unrealized -17.8%
FTNT FORTINET INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $101.38 Unrealized -12.0%
KELLANOVA 0.0%
Value ($000) $0 Shares 1 Est. Cost $80.02 Unrealized -1.8%
ATI ATI INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.77 Unrealized +42.8%
EPR EPR PPTYS 0.0%
Value ($000) $0 Shares 1 Est. Cost $52.00 Unrealized
SLM SLM CORP 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.25 Unrealized +6.7%
MRNA MODERNA INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.49 Unrealized -21.4%
KRC KILROY RLTY CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $33.00 Unrealized
QDEL QUIDELORTHO CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $40.79 Unrealized -33.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.75 Unrealized -37.9%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $24.38 Unrealized -23.4%
FTRE FORTREA HLDGS INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $14.12 Unrealized -45.8%
CRDF CARDIFF ONCOLOGY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $3.13 Unrealized -11.6%