Corient IA LP Diversified Active

Location: Miami, FL

CIK: 0002058426 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $106M (100.0% shares, 0.0% debt)

Holdings (207)

HWM Howmet Aerospace Inc 2.7%
Value $2.87M Shares 14,000 Est. Cost $126.73 Unrealized +57.0%
NVDA Nvidia Corp 2.0%
Value $2.145M Shares 11,500 Est. Cost $126.65 Unrealized +47.0%
PANW Palo Alto Networks Inc 1.9%
Value $1.989M Shares 10,800 Est. Cost $184.92 Unrealized +9.1%
Palantir Technologies Inc Cl A 1.7%
Value $1.778M Shares 10,000 Est. Cost $84.40 Unrealized
Intuitive Surgical Inc 1.6%
Value $1.727M Shares 3,050 Est. Cost $495.27 Unrealized
ASML Hldg NV NY Reg Shs 1.6%
Value $1.683M Shares 1,573 Est. Cost $662.63 Unrealized
WMT Walmart Inc 1.4%
Value $1.504M Shares 13,500 Est. Cost $92.95 Unrealized +15.3%
NFLX Netflix Inc 1.4%
Value $1.498M Shares 15,980 Est. Cost $107.21 Unrealized +0.6%
CyberArk Software Ltd 1.4%
Value $1.472M Shares 3,300 Est. Cost $338.00 Unrealized
Broadcom Inc 1.3%
Value $1.384M Shares 4,000 Est. Cost $167.43 Unrealized
TSLA Tesla Inc 1.3%
Value $1.349M Shares 3,000 Est. Cost $333.26 Unrealized +33.0%
EMBJ Embraer SA Sp ADR 1.2%
Value $1.282M Shares 19,920 Est. Cost $46.20 Unrealized
MSFT Microsoft Corp 1.1%
Value $1.209M Shares 2,500 Est. Cost $411.32 Unrealized +21.7%
SHOP Shopify Inc Cl A 1.1%
Value $1.178M Shares 7,320 Est. Cost $108.97 Unrealized +47.3%
CASY Casey's General Stores Inc 1.1%
Value $1.156M Shares 2,092 Est. Cost $408.03 Unrealized +34.7%
CW Curtiss-Wright Corp 1.0%
Value $1.103M Shares 2,000 Est. Cost $336.76 Unrealized +65.6%
AMD Advanced Micro Devices 1.0%
Value $1.071M Shares 5,000 Est. Cost $111.19 Unrealized +102.0%
Trane Technologies PLC 1.0%
Value $1.051M Shares 2,700 Est. Cost $387.26 Unrealized
Ferrari NV 1.0%
Value $1.042M Shares 2,820 Est. Cost $427.88 Unrealized
AbbVie Inc 0.9%
Value $998K Shares 4,367 Est. Cost $209.52 Unrealized
AMZN Amazon.com Inc 0.9%
Value $923K Shares 4,000 Est. Cost $216.19 Unrealized +5.8%
JBL Jabil Inc 0.9%
Value $912K Shares 4,000 Est. Cost $153.55 Unrealized +38.9%
Axon Enterprise Inc 0.8%
Value $852K Shares 1,500 Est. Cost $525.95 Unrealized
Quanta Services Inc 0.8%
Value $844K Shares 2,000 Est. Cost $422.06 Unrealized
URI United Rentals Inc 0.8%
Value $809K Shares 1,000 Est. Cost $682.18 Unrealized +27.1%
HEI HEICO Corp 0.8%
Value $809K Shares 2,500 Est. Cost $243.50 Unrealized +29.8%
BKNG Booking Hldgs Inc 0.8%
Value $803K Shares 150 Est. Cost $4749.08 Unrealized +8.2%
ServiceNow Inc 0.7%
Value $766K Shares 5,000 Est. Cost $281.78 Unrealized
W Wayfair Inc Cl A 0.7%
Value $753K Shares 7,500 Est. Cost $41.58 Unrealized +131.3%
Check Point Software 0.7%
Value $739K Shares 3,980 Est. Cost $227.92 Unrealized
CrowdStrike Hldgs Inc 0.7%
Value $703K Shares 1,500 Est. Cost $352.58 Unrealized
ITT Inc 0.7%
Value $694K Shares 4,000 Est. Cost $129.16 Unrealized
Barrick Mining Corp 0.6%
Value $691K Shares 15,860 Est. Cost $20.82 Unrealized
Xylem Inc 0.6%
Value $681K Shares 5,000 Est. Cost $119.46 Unrealized
Flutter Entertainment PLC DI 0.6%
Value $672K Shares 3,126 Est. Cost $221.55 Unrealized
BSX Boston Scientific Corp 0.6%
Value $667K Shares 7,000 Est. Cost $100.70 Unrealized -2.6%
FSLR First Solar Inc 0.6%
Value $653K Shares 2,500 Est. Cost $156.16 Unrealized +61.5%
PH Parker Hannifin Corp 0.6%
Value $651K Shares 741 Est. Cost $648.59 Unrealized +26.1%
JPMorgan Chase & Co 0.6%
Value $644K Shares 2,000 Est. Cost $245.30 Unrealized
AMAT Applied Materials Inc 0.6%
Value $642K Shares 2,500 Est. Cost $166.66 Unrealized +43.7%
BAM Brookfield Asset Mgmt Ltd Cl A 0.6%
Value $642K Shares 12,260 Est. Cost $53.47 Unrealized 0.0%
MLM Martin Marietta Mtls 0.6%
Value $623K Shares 1,000 Est. Cost $505.20 Unrealized +23.0%
nVent Electric PLC 0.6%
Value $612K Shares 6,000 Est. Cost $52.42 Unrealized
REV Group Inc 0.6%
Value $608K Shares 10,000 Est. Cost $31.60 Unrealized
AVAV Aerovironment Inc 0.6%
Value $605K Shares 2,500 Est. Cost $153.58 Unrealized +104.7%
VMI Valmont Industries 0.6%
Value $603K Shares 1,500 Est. Cost $326.11 Unrealized +24.8%
Brookfield Corp 0.6%
Value $599K Shares 13,045 Est. Cost $51.51 Unrealized
BIDU Baidu Inc Sp ADR 0.6%
Value $598K Shares 4,580 Est. Cost $92.03 Unrealized
Meta Platforms Inc Cl A 0.6%
Value $594K Shares 900 Est. Cost $576.36 Unrealized
PHM Pulte Group Inc 0.6%
Value $586K Shares 5,000 Est. Cost $107.19 Unrealized +14.2%
ROK Rockwell Automation 0.5%
Value $584K Shares 1,500 Est. Cost $274.46 Unrealized +36.7%
Spotify Technology SA 0.5%
Value $581K Shares 1,000 Est. Cost $550.03 Unrealized
NOC Northrop Grumman Corp 0.5%
Value $570K Shares 1,000 Est. Cost $470.02 Unrealized +23.1%
Linde PLC 0.5%
Value $563K Shares 1,320 Est. Cost $466.34 Unrealized
IDEXX Laboratories Inc 0.5%
Value $558K Shares 825 Est. Cost $419.95 Unrealized
FTNT Fortinet Inc 0.5%
Value $556K Shares 7,000 Est. Cost $89.23 Unrealized -7.1%
Lumentum Hldgs Inc 0.5%
Value $553K Shares 1,500 Est. Cost $162.71 Unrealized
WTS Watts Water Tech Cl A 0.5%
Value $552K Shares 2,000 Est. Cost $209.68 Unrealized +31.6%
UBS Group AG Reg 0.5%
Value $551K Shares 11,890 Est. Cost $30.63 Unrealized
RTX Corp 0.5%
Value $550K Shares 3,000 Est. Cost $183.40 Unrealized
CCJ Cameco Corp 0.5%
Value $545K Shares 5,960 Est. Cost $46.98 Unrealized +91.4%
CRM Salesforce Inc 0.5%
Value $530K Shares 2,000 Est. Cost $309.01 Unrealized -19.7%
SYK Stryker Corp 0.5%
Value $527K Shares 1,500 Est. Cost $377.08 Unrealized -3.6%
ALV Autoliv Inc 0.5%
Value $527K Shares 4,440 Est. Cost $93.44 Unrealized +27.8%
Waste Connections Inc 0.5%
Value $526K Shares 3,000 Est. Cost $195.19 Unrealized
BMI Badger Meter Inc 0.5%
Value $523K Shares 3,000 Est. Cost $207.21 Unrealized -13.2%
Clear Secure Inc Cl A 0.5%
Value $523K Shares 14,900 Est. Cost $25.91 Unrealized
SNA Snap-On Inc 0.5%
Value $517K Shares 1,500 Est. Cost $331.71 Unrealized +2.6%
TTWO Take-Two Interactive Software 0.5%
Value $512K Shares 2,000 Est. Cost $199.81 Unrealized +24.8%
TDY Teledyne Technologies Inc 0.5%
Value $511K Shares 1,000 Est. Cost $494.63 Unrealized +6.5%
STLD Steel Dynamics Inc 0.5%
Value $508K Shares 3,000 Est. Cost $124.96 Unrealized +26.7%
CNI Canadian Natl Rwy Co 0.5%
Value $508K Shares 5,140 Est. Cost $99.37 Unrealized -3.2%
OSK Oshkosh Corp 0.5%
Value $503K Shares 4,000 Est. Cost $98.26 Unrealized +30.2%
GILD Gilead Sciences Inc 0.5%
Value $491K Shares 4,000 Est. Cost $100.53 Unrealized +20.2%
NYT New York Times Cl A 0.5%
Value $486K Shares 7,000 Est. Cost $49.62 Unrealized +24.6%
CLH Clean Harbors Inc 0.4%
Value $469K Shares 2,000 Est. Cost $218.84 Unrealized +4.4%
HSBC HSBC Hldgs PLC Sp ADR 0.4%
Value $469K Shares 5,960 Est. Cost $57.43 Unrealized
DE Deere & Co 0.4%
Value $466K Shares 1,000 Est. Cost $461.52 Unrealized +1.3%
Welltower Inc REIT 0.4%
Value $464K Shares 2,500 Est. Cost $153.21 Unrealized
NTRA Natera Inc 0.4%
Value $458K Shares 2,000 Est. Cost $160.74 Unrealized +29.8%
CCL Carnival Corp 0.4%
Value $458K Shares 15,000 Est. Cost $23.78 Unrealized +17.2%
Blue Owl Capital Inc 0.4%
Value $448K Shares 30,000 Est. Cost $20.04 Unrealized
OC Owens Corning Inc 0.4%
Value $448K Shares 4,000 Est. Cost $165.31 Unrealized -29.0%
ECL Ecolab Inc 0.4%
Value $446K Shares 1,700 Est. Cost $249.61 Unrealized +6.5%
ROP Roper Technologies Inc 0.4%
Value $445K Shares 1,000 Est. Cost $557.47 Unrealized -17.1%
ORA Ormat Tech Inc 0.4%
Value $442K Shares 4,000 Est. Cost $67.39 Unrealized +62.2%
LHX L3Harris Technologies Inc 0.4%
Value $440K Shares 1,500 Est. Cost $205.97 Unrealized +40.0%
WM Waste Mgmt Inc 0.4%
Value $439K Shares 2,000 Est. Cost $218.39 Unrealized -2.7%
GLW Corning Inc 0.4%
Value $438K Shares 5,000 Est. Cost $48.55 Unrealized +77.1%
Planet Fitness Inc Cl A 0.4%
Value $434K Shares 4,000 Est. Cost $96.61 Unrealized
DR Horton Inc 0.4%
Value $432K Shares 3,000 Est. Cost $127.13 Unrealized
WDC Western Digital Corp 0.4%
Value $431K Shares 2,500 Est. Cost $81.60 Unrealized +85.7%
LYV Live Nation Entmt Inc 0.4%
Value $428K Shares 3,000 Est. Cost $136.52 Unrealized +5.3%
TM Toyota Motor Corp Sp ADR 0.4%
Value $426K Shares 1,990 Est. Cost $176.53 Unrealized
AZN AstraZeneca PLC Sp ADR 0.4%
Value $426K Shares 4,630 Est. Cost $73.50 Unrealized
Expedia Grp Inc 0.4%
Value $425K Shares 1,500 Est. Cost $168.10 Unrealized
RSG Republic Services Inc 0.4%
Value $424K Shares 2,000 Est. Cost $221.89 Unrealized -3.3%
On Holding AG Cl A 0.4%
Value $418K Shares 9,000 Est. Cost $43.92 Unrealized
NVS Novartis AG Sp ADR 0.4%
Value $418K Shares 3,030 Est. Cost $111.48 Unrealized
NSSC Napco Security Tech Inc 0.4%
Value $417K Shares 10,000 Est. Cost $41.96 Unrealized 0.0%
Domino's Pizza Inc 0.4%
Value $417K Shares 1,000 Est. Cost $459.45 Unrealized
PNR Pentair PLC 0.4%
Value $417K Shares 4,000 Est. Cost $94.52 Unrealized +12.9%
BCO Brink's Co 0.4%
Value $409K Shares 3,500 Est. Cost $89.72 Unrealized +27.1%
Uber Technologies Inc 0.4%
Value $409K Shares 5,000 Est. Cost $78.70 Unrealized
NUE Nucor Corp 0.4%
Value $408K Shares 2,500 Est. Cost $126.78 Unrealized +18.1%
ADI Analog Devices Inc 0.4%
Value $407K Shares 1,500 Est. Cost $212.91 Unrealized +17.7%
AEP American Elec Power 0.4%
Value $404K Shares 3,500 Est. Cost $98.44 Unrealized +19.6%
SAP SAP SE Sp ADR 0.4%
Value $403K Shares 1,660 Est. Cost $268.44 Unrealized
TSM Taiwan Semicon Mfg Co Ltd Sp A 0.4%
Value $401K Shares 1,320 Est. Cost $166.00 Unrealized
ACA Arcosa Inc 0.4%
Value $393K Shares 3,700 Est. Cost $91.54 Unrealized +10.2%
SCI Service Corp Intl 0.4%
Value $390K Shares 5,000 Est. Cost $78.68 Unrealized +1.7%
Cheniere Energy Inc 0.4%
Value $389K Shares 2,000 Est. Cost $231.40 Unrealized
Blackstone Inc 0.4%
Value $385K Shares 2,500 Est. Cost $139.78 Unrealized
TJX TJX Companies Inc 0.4%
Value $384K Shares 2,500 Est. Cost $120.10 Unrealized +23.0%
PCAR Paccar Inc 0.4%
Value $383K Shares 3,500 Est. Cost $102.95 Unrealized -1.7%
SQM Sociedad Quimica y Minera de C 0.4%
Value $377K Shares 5,480 Est. Cost $39.73 Unrealized
DRI Darden Restaurants 0.3%
Value $368K Shares 2,000 Est. Cost $188.66 Unrealized -3.5%
CNX Resources Corp 0.3%
Value $368K Shares 10,000 Est. Cost $31.48 Unrealized
TS Tenaris SA ADR 0.3%
Value $359K Shares 9,330 Est. Cost $39.11 Unrealized
FMS Fresenius Med Care AG Sp ADR 0.3%
Value $357K Shares 15,000 Est. Cost $24.90 Unrealized
SLF Sun Life Finl Inc 0.3%
Value $356K Shares 5,710 Est. Cost $60.42 Unrealized 0.0%
LNN Lindsay Corp 0.3%
Value $354K Shares 3,000 Est. Cost $128.89 Unrealized -7.0%
Adobe Inc 0.3%
Value $350K Shares 1,000 Est. Cost $383.53 Unrealized
MTD Mettler-Toledo Intl 0.3%
Value $349K Shares 250 Est. Cost $1277.12 Unrealized +9.3%
DAL Delta Air Lines Inc 0.3%
Value $347K Shares 5,000 Est. Cost $58.63 Unrealized +6.5%
UL Unilever PLC Sp ADR 0.3%
Value $346K Shares 5,297 Est. Cost $65.40 Unrealized
DHR Danaher Corp 0.3%
Value $343K Shares 1,500 Est. Cost $216.97 Unrealized +1.2%
CHDN Churchill Downs Inc 0.3%
Value $341K Shares 3,000 Est. Cost $119.04 Unrealized -13.1%
Edwards Lifesciences 0.3%
Value $341K Shares 4,000 Est. Cost $85.25 Unrealized
Agilent Technologies 0.3%
Value $340K Shares 2,500 Est. Cost $136.07 Unrealized
MRVL Marvell Technology Inc 0.3%
Value $340K Shares 4,000 Est. Cost $96.69 Unrealized -9.5%
RY Royal Bank of Canada 0.3%
Value $339K Shares 1,990 Est. Cost $117.75 Unrealized +30.4%
RIO Rio Tinto PLC Sp ADR 0.3%
Value $334K Shares 4,170 Est. Cost $60.08 Unrealized
J Jacobs Solutions Inc 0.3%
Value $331K Shares 2,500 Est. Cost $127.66 Unrealized +14.7%
OLLI Ollie's Bargain Outlet Hldgs 0.3%
Value $329K Shares 3,000 Est. Cost $105.73 Unrealized +14.0%
AMGN Amgen Inc 0.3%
Value $327K Shares 1,000 Est. Cost $287.24 Unrealized +10.0%
AWK American Water Works 0.3%
Value $326K Shares 2,500 Est. Cost $129.09 Unrealized +3.2%
LH LABCORP Holdings Inc 0.3%
Value $326K Shares 1,300 Est. Cost $240.27 Unrealized +10.4%
PHG Koninklijke Philips NV 0.3%
Value $322K Shares 11,890 Est. Cost $25.40 Unrealized
NextEra Energy Inc 0.3%
Value $321K Shares 4,000 Est. Cost $70.89 Unrealized
Olympic Steel Inc 0.3%
Value $321K Shares 7,500 Est. Cost $31.52 Unrealized
MAS Masco Corp 0.3%
Value $317K Shares 5,000 Est. Cost $73.59 Unrealized -12.0%
Alphabet Inc Cl C 0.3%
Value $314K Shares 1,000 Est. Cost $177.39 Unrealized
ODFL Old Dominion Freight Line 0.3%
Value $314K Shares 2,000 Est. Cost $180.58 Unrealized -20.7%
CPRT Copart Inc 0.3%
Value $313K Shares 8,000 Est. Cost $56.28 Unrealized -26.3%
AGCO AGCO Corp 0.3%
Value $313K Shares 3,000 Est. Cost $96.53 Unrealized +9.8%
FLS Flowserve Corp 0.3%
Value $312K Shares 4,500 Est. Cost $55.95 Unrealized +14.5%
SNY Sanofi Sp ADR 0.3%
Value $310K Shares 6,390 Est. Cost $55.46 Unrealized
CF CF Industries Hldgs Inc 0.3%
Value $309K Shares 4,000 Est. Cost $82.15 Unrealized -0.3%
Ulta Beauty Inc 0.3%
Value $303K Shares 500 Est. Cost $467.82 Unrealized
RCI Rogers Comm Inc Cl B (CAD) 0.3%
Value $301K Shares 7,990 Est. Cost $37.48 Unrealized 0.0%
TSCO Tractor Supply Co 0.3%
Value $300K Shares 6,000 Est. Cost $53.92 Unrealized -0.4%
Veralto Corp 0.3%
Value $299K Shares 3,000 Est. Cost $97.45 Unrealized
GSK GSK PLC Sp ADR 0.3%
Value $293K Shares 5,970 Est. Cost $38.74 Unrealized
TMO Thermo Fisher Scientific 0.3%
Value $290K Shares 500 Est. Cost $502.28 Unrealized +12.5%
MLI Mueller Ind Inc 0.3%
Value $287K Shares 2,500 Est. Cost $91.43 Unrealized +17.4%
IMO Imperial Oil Ltd 0.3%
Value $287K Shares 3,320 Est. Cost $67.07 Unrealized +35.2%
ITRI Itron Inc 0.3%
Value $279K Shares 3,000 Est. Cost $104.72 Unrealized +4.0%
UFP Industries Inc 0.3%
Value $273K Shares 3,000 Est. Cost $107.04 Unrealized
MT ArcelorMittal NY Reg 0.3%
Value $272K Shares 5,970 Est. Cost $28.85 Unrealized
AAPL Apple Inc 0.3%
Value $272K Shares 1,000 Est. Cost $230.77 Unrealized +16.3%
FSS Federal Signal Co 0.3%
Value $271K Shares 2,500 Est. Cost $88.81 Unrealized +28.8%
VMC Vulcan Materials Co 0.3%
Value $271K Shares 950 Est. Cost $252.23 Unrealized +16.2%
LDOS Leidos Hldgs Inc 0.3%
Value $271K Shares 1,500 Est. Cost $138.27 Unrealized +36.8%
SONY Sony Grp Corp Sp ADR 0.3%
Value $266K Shares 10,410 Est. Cost $25.82 Unrealized
IRTC iRhythm Holdings Inc 0.3%
Value $266K Shares 1,500 Est. Cost $129.23 Unrealized +37.1%
TDG TransDigm Grp Inc 0.3%
Value $266K Shares 200 Est. Cost $1247.54 Unrealized +5.1%
DXCM DexCom Inc 0.2%
Value $265K Shares 4,000 Est. Cost $81.60 Unrealized -20.8%
SU Suncor Energy Inc 0.2%
Value $264K Shares 5,960 Est. Cost $37.45 Unrealized +12.9%
Otis Worldwide Corp 0.2%
Value $262K Shares 3,000 Est. Cost $103.20 Unrealized
ADP Automatic Data Processing 0.2%
Value $257K Shares 1,000 Est. Cost $295.41 Unrealized -10.4%
NXP Semiconductors NV 0.2%
Value $256K Shares 1,180 Est. Cost $190.06 Unrealized
QRVO Qorvo Inc 0.2%
Value $254K Shares 3,000 Est. Cost $76.14 Unrealized +15.9%
RBLX Roblox Corp Cl A 0.2%
Value $251K Shares 3,100 Est. Cost $124.28 Unrealized -14.6%
ABT Abbott Laboratories 0.2%
Value $251K Shares 2,000 Est. Cost $125.48 Unrealized +1.5%
FWONK Liberty Media Corp Liberty For 0.2%
Value $246K Shares 2,500 Est. Cost $90.01 Unrealized
Canadian Pacific Kansas City L 0.2%
Value $244K Shares 3,320 Est. Cost $70.21 Unrealized
ZBRA Zebra Tech Corp Cl A 0.2%
Value $243K Shares 1,000 Est. Cost $341.70 Unrealized -21.7%
WMB Williams Cos Inc 0.2%
Value $240K Shares 4,000 Est. Cost $55.43 Unrealized +8.4%
MWA Mueller Water Products Cl A 0.2%
Value $238K Shares 10,000 Est. Cost $24.79 Unrealized -0.4%
NVO Novo Nordisk A/S Sp ADR 0.2%
Value $236K Shares 4,630 Est. Cost $69.44 Unrealized
SHEL Shell PLC Sp ADR 0.2%
Value $235K Shares 3,200 Est. Cost $73.28 Unrealized
Alcon Inc 0.2%
Value $235K Shares 2,980 Est. Cost $94.93 Unrealized
Mirion Technologies Inc 0.2%
Value $234K Shares 10,000 Est. Cost $20.36 Unrealized
RDY Dr Reddy's Lab Ltd ADR 0.2%
Value $232K Shares 16,540 Est. Cost $13.19 Unrealized
TAK Takeda Pharma Co Ltd Sp ADR 0.2%
Value $232K Shares 14,880 Est. Cost $14.87 Unrealized
RMBS Rambus Inc 0.2%
Value $230K Shares 2,500 Est. Cost $77.09 Unrealized +27.7%
Vertex Pharma Inc 0.2%
Value $227K Shares 500 Est. Cost $453.36 Unrealized
YETI Hldgs Inc 0.2%
Value $221K Shares 5,000 Est. Cost $44.17 Unrealized
Alibaba Grp Hldg Ltd Sp ADR 0.2%
Value $220K Shares 1,500 Est. Cost $132.23 Unrealized
BNS Bank of Nova Scotia 0.2%
Value $220K Shares 2,980 Est. Cost $48.65 Unrealized +39.7%
Roku Inc 0.2%
Value $217K Shares 2,000 Est. Cost $100.13 Unrealized
CWT California Water Srvc 0.2%
Value $217K Shares 5,000 Est. Cost $44.08 Unrealized +2.4%
Zoom Communications Inc Cl A 0.2%
Value $216K Shares 2,500 Est. Cost $73.77 Unrealized
EAT Brinker Intl 0.2%
Value $215K Shares 1,500 Est. Cost $130.99 Unrealized 0.0%
Workday Inc Cl A 0.2%
Value $215K Shares 1,000 Est. Cost $233.53 Unrealized
RRX Regal Rexnord Corp 0.2%
Value $210K Shares 1,500 Est. Cost $125.42 Unrealized +13.5%
CRISPR Therapeutics AG 0.2%
Value $210K Shares 4,000 Est. Cost $48.64 Unrealized
BP BP PLC Sp ADR 0.2%
Value $207K Shares 5,960 Est. Cost $33.79 Unrealized
Zillow Grp Inc Cl C 0.2%
Value $205K Shares 3,000 Est. Cost $68.56 Unrealized
LLY Eli Lilly & Co 0.2%
Value $204K Shares 190 Est. Cost $776.72 Unrealized +23.0%
XPO XPO Inc 0.2%
Value $204K Shares 1,500 Est. Cost $136.23 Unrealized 0.0%
Brookfield Renewable Ptnrs LP 0.2%
Value $202K Shares 7,500 Est. Cost $26.97 Unrealized
CNQ Canadian Natural Resources 0.2%
Value $202K Shares 5,960 Est. Cost $29.57 Unrealized +9.7%
Amphastar Pharma Inc 0.2%
Value $201K Shares 7,500 Est. Cost $26.78 Unrealized
Peloton Interactive Inc Cl A 0.1%
Value $148K Shares 24,000 Est. Cost $6.32 Unrealized
Blue Owl Capital Corp 0.1%
Value $124K Shares 10,000 Est. Cost $14.66 Unrealized