Corient IA LP Diversified Active

Location: Miami, FL

CIK: 0002058426 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

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

Holdings (279)

HWM Howmet Aerospace Inc 2.4%
Value $2.602M Shares 11,290 Est. Cost $126.73 Unrealized +78.7%
PANW Palo Alto Networks Inc 2.3%
Value $2.426M Shares 15,134 Est. Cost $181.26 Unrealized -5.0%
ASML ASML Hldg NV NY Reg Shs 1.8%
Value $1.919M Shares 1,453 Est. Cost $1320.83 Unrealized
NVDA Nvidia Corp 1.8%
Value $1.88M Shares 10,780 Est. Cost $126.65 Unrealized +47.4%
SPY State Street SPDR S&P 500 ETF 1.7%
Value $1.788M Shares 2,750 Est. Cost $650.34 Unrealized
NYT New York Times Cl A 1.6%
Value $1.729M Shares 20,650 Est. Cost $64.60 Unrealized +11.9%
WMT Walmart Inc 1.4%
Value $1.491M Shares 12,000 Est. Cost $92.95 Unrealized +31.3%
CASY Casey's General Stores Inc 1.3%
Value $1.363M Shares 1,872 Est. Cost $408.03 Unrealized +54.7%
NFLX Netflix Inc 1.2%
Value $1.24M Shares 12,900 Est. Cost $107.21 Unrealized -21.8%
PLTR Palantir Technologies Inc Cl A 1.1%
Value $1.18M Shares 8,070 Est. Cost $154.17 Unrealized 0.0%
ISRG Intuitive Surgical Inc 1.1%
Value $1.129M Shares 2,450 Est. Cost $520.97 Unrealized 0.0%
CW Curtiss-Wright Corp 1.0%
Value $1.103M Shares 1,620 Est. Cost $336.76 Unrealized +93.2%
EMBJ Embraer SA Sp ADR 1.0%
Value $1.068M Shares 17,990 Est. Cost $46.20 Unrealized
AVGO Broadcom Inc 0.9%
Value $997K Shares 3,220 Est. Cost $334.17 Unrealized 0.0%
TT Trane Technologies PLC 0.9%
Value $913K Shares 2,190 Est. Cost $422.16 Unrealized 0.0%
TSLA Tesla Inc 0.8%
Value $900K Shares 2,420 Est. Cost $333.26 Unrealized +27.8%
PWR Quanta Services Inc 0.8%
Value $889K Shares 1,620 Est. Cost $486.21 Unrealized 0.0%
RACE Ferrari NV 0.8%
Value $860K Shares 2,540 Est. Cost $356.58 Unrealized 0.0%
LITE Lumentum Hldgs Inc 0.8%
Value $857K Shares 1,220 Est. Cost $467.14 Unrealized 0.0%
JBL Jabil Inc 0.8%
Value $855K Shares 3,220 Est. Cost $153.55 Unrealized +61.5%
ABBV AbbVie Inc 0.8%
Value $843K Shares 3,877 Est. Cost $222.57 Unrealized 0.0%
MSFT Microsoft Corp 0.8%
Value $825K Shares 2,230 Est. Cost $411.32 Unrealized +5.7%
AMD Advanced Micro Devices 0.8%
Value $823K Shares 4,045 Est. Cost $111.19 Unrealized +99.4%
SHOP Shopify Inc Cl A 0.7%
Value $776K Shares 6,540 Est. Cost $108.97 Unrealized +25.2%
GOOG Alphabet Inc Cl C 0.7%
Value $757K Shares 2,640 Est. Cost $323.67 Unrealized 0.0%
TSEM Tower Semiconductor Ltd 0.7%
Value $702K Shares 4,000 Est. Cost $128.86 Unrealized 0.0%
AMAT Applied Materials Inc 0.7%
Value $694K Shares 2,030 Est. Cost $166.66 Unrealized +96.0%
AMZN Amazon.com Inc 0.6%
Value $671K Shares 3,220 Est. Cost $216.19 Unrealized +4.9%
LIN Linde PLC 0.6%
Value $654K Shares 1,320 Est. Cost $460.00 Unrealized 0.0%
CCJ Cameco Corp 0.6%
Value $647K Shares 5,960 Est. Cost $46.98 Unrealized +147.5%
YOU Clear Secure Inc Cl A 0.6%
Value $641K Shares 13,240 Est. Cost $34.63 Unrealized 0.0%
ITT ITT Inc 0.6%
Value $633K Shares 3,320 Est. Cost $190.47 Unrealized 0.0%
LLY Eli Lilly & Co 0.6%
Value $616K Shares 670 Est. Cost $970.42 Unrealized +7.9%
B Barrick Mining Corp 0.6%
Value $602K Shares 14,760 Est. Cost $48.30 Unrealized 0.0%
PH Parker Hannifin Corp 0.6%
Value $592K Shares 661 Est. Cost $648.59 Unrealized +47.7%
URI United Rentals Inc 0.6%
Value $590K Shares 810 Est. Cost $682.18 Unrealized +29.4%
LRCX Lam Research Corp 0.6%
Value $588K Shares 2,750 Est. Cost $225.94 Unrealized 0.0%
NVT nVent Electric PLC 0.5%
Value $578K Shares 4,890 Est. Cost $112.33 Unrealized 0.0%
HEI HEICO Corp 0.5%
Value $557K Shares 2,030 Est. Cost $243.50 Unrealized +39.2%
NOC Northrop Grumman Corp 0.5%
Value $553K Shares 810 Est. Cost $470.02 Unrealized +43.3%
GLW Corning Inc 0.5%
Value $549K Shares 4,040 Est. Cost $48.55 Unrealized +130.0%
WDC Western Digital Corp 0.5%
Value $549K Shares 2,030 Est. Cost $81.60 Unrealized +207.9%
TS Tenaris SA ADR 0.5%
Value $543K Shares 9,330 Est. Cost $39.11 Unrealized
TDY Teledyne Technologies Inc 0.5%
Value $538K Shares 890 Est. Cost $494.63 Unrealized +24.1%
JPM JPMorgan Chase & Co 0.5%
Value $524K Shares 1,780 Est. Cost $311.42 Unrealized 0.0%
AXON Axon Enterprise Inc 0.5%
Value $518K Shares 1,220 Est. Cost $526.80 Unrealized 0.0%
CHKP Check Point Software 0.5%
Value $514K Shares 3,600 Est. Cost $176.43 Unrealized 0.0%
BKNG Booking Hldgs Inc 0.5%
Value $505K Shares 120 Est. Cost $4749.08 Unrealized +0.7%
XYL Xylem Inc 0.5%
Value $504K Shares 4,220 Est. Cost $136.45 Unrealized 0.0%
BN Brookfield Corp 0.5%
Value $503K Shares 12,425 Est. Cost $46.68 Unrealized 0.0%
BAM Brookfield Asset Mgmt Ltd Cl A 0.5%
Value $500K Shares 11,250 Est. Cost $53.47 Unrealized -3.8%
BIDU Baidu Inc Sp ADR 0.5%
Value $498K Shares 4,470 Est. Cost $92.03 Unrealized
W Wayfair Inc Cl A 0.5%
Value $495K Shares 6,580 Est. Cost $41.58 Unrealized +139.1%
GILD Gilead Sciences Inc 0.5%
Value $493K Shares 3,540 Est. Cost $100.53 Unrealized +37.7%
HSBC HSBC Hldgs PLC Sp ADR 0.5%
Value $492K Shares 5,960 Est. Cost $57.43 Unrealized
VMI Valmont Industries 0.5%
Value $487K Shares 1,220 Est. Cost $326.11 Unrealized +37.6%
CNI Canadian Natl Rwy Co 0.5%
Value $480K Shares 4,670 Est. Cost $99.37 Unrealized +2.8%
BRK/B Berkshire Hathaway Cl B 0.5%
Value $479K Shares 1,000 Est. Cost $493.47 Unrealized 0.0%
RTX RTX Corp 0.4%
Value $477K Shares 2,473 Est. Cost $196.61 Unrealized 0.0%
MLM Martin Marietta Mtls 0.4%
Value $477K Shares 810 Est. Cost $505.20 Unrealized +30.8%
CRWD CrowdStrike Hldgs Inc 0.4%
Value $476K Shares 1,220 Est. Cost $431.12 Unrealized 0.0%
PHM Pulte Group Inc 0.4%
Value $475K Shares 4,040 Est. Cost $107.19 Unrealized +22.6%
OSK Oshkosh Corp 0.4%
Value $474K Shares 3,220 Est. Cost $98.26 Unrealized +60.8%
WTS Watts Water Tech Cl A 0.4%
Value $470K Shares 1,620 Est. Cost $209.68 Unrealized +46.0%
TEX Terex Corp 0.4%
Value $468K Shares 7,915 Est. Cost $62.32 Unrealized 0.0%
ACLS Axcelis Technologies Inc 0.4%
Value $465K Shares 5,000 Est. Cost $89.10 Unrealized 0.0%
UBS UBS Group AG Reg 0.4%
Value $465K Shares 11,890 Est. Cost $45.56 Unrealized 0.0%
CLH Clean Harbors Inc 0.4%
Value $465K Shares 1,620 Est. Cost $218.84 Unrealized +20.3%
META Meta Platforms Inc Cl A 0.4%
Value $463K Shares 810 Est. Cost $655.57 Unrealized 0.0%
NVS Novartis AG Sp ADR 0.4%
Value $463K Shares 3,030 Est. Cost $111.48 Unrealized
FTNT Fortinet Inc 0.4%
Value $462K Shares 5,650 Est. Cost $89.23 Unrealized -10.4%
LNG Cheniere Energy Inc 0.4%
Value $460K Shares 1,620 Est. Cost $209.78 Unrealized 0.0%
CF CF Industries Hldgs Inc 0.4%
Value $460K Shares 3,540 Est. Cost $82.15 Unrealized +9.6%
DE Deere & Co 0.4%
Value $456K Shares 810 Est. Cost $461.52 Unrealized +19.5%
AZN AstraZeneca Plc 0.4%
Value $448K Shares 2,315 Est. Cost $190.39 Unrealized 0.0%
TSM Taiwan Semicon Mfg Co Ltd Sp A 0.4%
Value $446K Shares 1,320 Est. Cost $166.00 Unrealized
SNA Snap-On Inc 0.4%
Value $443K Shares 1,220 Est. Cost $331.71 Unrealized +11.9%
ROK Rockwell Automation 0.4%
Value $438K Shares 1,220 Est. Cost $274.46 Unrealized +49.5%
STLD Steel Dynamics Inc 0.4%
Value $436K Shares 2,420 Est. Cost $124.96 Unrealized +47.4%
IMO Imperial Oil Ltd 0.4%
Value $434K Shares 3,320 Est. Cost $67.07 Unrealized +56.5%
GLD SPDR Gold Shares ETF 0.4%
Value $430K Shares 1,000 Est. Cost $430.29 Unrealized
ADI Analog Devices Inc 0.4%
Value $426K Shares 1,340 Est. Cost $212.91 Unrealized +48.5%
TDAY USA TODAY Co Inc 0.4%
Value $423K Shares 60,000 Est. Cost $5.91 Unrealized 0.0%
NOW ServiceNow Inc 0.4%
Value $422K Shares 4,040 Est. Cost $121.19 Unrealized 0.0%
SQM Sociedad Quimica y Minera de C 0.4%
Value $422K Shares 5,210 Est. Cost $39.73 Unrealized
LHX L3Harris Technologies Inc 0.4%
Value $421K Shares 1,220 Est. Cost $205.97 Unrealized +66.6%
IDXX IDEXX Laboratories Inc 0.4%
Value $419K Shares 745 Est. Cost $670.28 Unrealized 0.0%
FIX Comfort Systems USA Inc 0.4%
Value $414K Shares 300 Est. Cost $1196.06 Unrealized 0.0%
TM Toyota Motor Corp Sp ADR 0.4%
Value $410K Shares 1,990 Est. Cost $176.53 Unrealized
DMAC Diamedica Therapeutics Inc 0.4%
Value $406K Shares 60,000 Est. Cost $8.31 Unrealized 0.0%
ALV Autoliv Inc 0.4%
Value $406K Shares 3,860 Est. Cost $93.44 Unrealized +33.7%
ECL Ecolab Inc 0.4%
Value $402K Shares 1,510 Est. Cost $249.61 Unrealized +14.7%
WELL Welltower Inc REIT 0.4%
Value $401K Shares 2,030 Est. Cost $186.94 Unrealized 0.0%
SYK Stryker Corp 0.4%
Value $401K Shares 1,220 Est. Cost $377.08 Unrealized -3.3%
FSLR First Solar Inc 0.4%
Value $400K Shares 2,030 Est. Cost $156.16 Unrealized +51.8%
SU Suncor Energy Inc 0.4%
Value $394K Shares 5,960 Est. Cost $37.45 Unrealized +38.3%
SPOT Spotify Technology SA 0.4%
Value $393K Shares 810 Est. Cost $497.31 Unrealized 0.0%
RIO Rio Tinto PLC Sp ADR 0.4%
Value $389K Shares 4,170 Est. Cost $60.08 Unrealized
WM Waste Mgmt Inc 0.3%
Value $372K Shares 1,620 Est. Cost $218.39 Unrealized +3.5%
AVAV Aerovironment Inc 0.3%
Value $372K Shares 2,030 Est. Cost $153.58 Unrealized +93.0%
AEP American Elec Power 0.3%
Value $370K Shares 2,820 Est. Cost $98.44 Unrealized +22.5%
LYV Live Nation Entmt Inc 0.3%
Value $369K Shares 2,420 Est. Cost $136.52 Unrealized +8.6%
BMI Badger Meter Inc 0.3%
Value $369K Shares 2,420 Est. Cost $207.21 Unrealized -21.9%
DHI DR Horton Inc 0.3%
Value $365K Shares 2,660 Est. Cost $155.94 Unrealized 0.0%
OC Owens Corning Inc 0.3%
Value $365K Shares 3,370 Est. Cost $165.31 Unrealized -24.0%
ORA Ormat Tech Inc 0.3%
Value $360K Shares 3,220 Est. Cost $67.39 Unrealized +78.8%
PCAR Paccar Inc 0.3%
Value $358K Shares 3,100 Est. Cost $102.95 Unrealized +19.5%
SLF Sun Life Finl Inc 0.3%
Value $357K Shares 5,710 Est. Cost $60.42 Unrealized +6.3%
TJX TJX Companies Inc 0.3%
Value $356K Shares 2,230 Est. Cost $120.10 Unrealized +28.4%
RSG Republic Services Inc 0.3%
Value $355K Shares 1,620 Est. Cost $221.89 Unrealized -2.4%
BSX Boston Scientific Corp 0.3%
Value $355K Shares 5,650 Est. Cost $100.70 Unrealized -14.8%
NTRA Natera Inc 0.3%
Value $350K Shares 1,750 Est. Cost $160.74 Unrealized +40.5%
ACA Arcosa Inc 0.3%
Value $350K Shares 3,297 Est. Cost $91.54 Unrealized +28.6%
DRI Darden Restaurants 0.3%
Value $349K Shares 1,780 Est. Cost $188.66 Unrealized +9.9%
IBIT iShares Bitcoin Trust ETF 0.3%
Value $346K Shares 9,000 Est. Cost $38.42 Unrealized
CCL Carnival Corp 0.3%
Value $345K Shares 13,320 Est. Cost $23.78 Unrealized +30.5%
NUE Nucor Corp 0.3%
Value $343K Shares 2,030 Est. Cost $126.78 Unrealized +40.8%
CNX CNX Resources Corp 0.3%
Value $343K Shares 8,890 Est. Cost $37.79 Unrealized 0.0%
FMS Fresenius Med Care AG Sp ADR 0.3%
Value $338K Shares 15,000 Est. Cost $24.90 Unrealized
SCI Service Corp Intl 0.3%
Value $333K Shares 4,040 Est. Cost $78.68 Unrealized +2.9%
GSK GSK PLC Sp ADR 0.3%
Value $329K Shares 5,970 Est. Cost $38.74 Unrealized
PHG Koninklijke Philips NV 0.3%
Value $326K Shares 11,890 Est. Cost $25.40 Unrealized
RY Royal Bank of Canada 0.3%
Value $322K Shares 1,990 Est. Cost $117.75 Unrealized +44.3%
VEA Vanguard FTSE Developed Mkts E 0.3%
Value $320K Shares 5,000 Est. Cost $64.08 Unrealized
TTWO Take-Two Interactive Software 0.3%
Value $320K Shares 1,620 Est. Cost $199.81 Unrealized +12.6%
DPZ Domino's Pizza Inc 0.3%
Value $319K Shares 890 Est. Cost $400.81 Unrealized 0.0%
TLN Talen Energy Corporation 0.3%
Value $319K Shares 1,000 Est. Cost $368.21 Unrealized 0.0%
MRVL Marvell Technology Inc 0.3%
Value $319K Shares 3,220 Est. Cost $96.69 Unrealized -16.2%
NSSC Napco Security Tech Inc 0.3%
Value $318K Shares 8,070 Est. Cost $41.96 Unrealized -0.2%
UBER Uber Technologies Inc 0.3%
Value $317K Shares 4,410 Est. Cost $78.72 Unrealized 0.0%
ODFL Old Dominion Freight Line 0.3%
Value $317K Shares 1,620 Est. Cost $180.58 Unrealized +1.4%
AMGN Amgen Inc 0.3%
Value $313K Shares 890 Est. Cost $287.24 Unrealized +21.7%
MT ArcelorMittal NY Reg 0.3%
Value $310K Shares 5,970 Est. Cost $28.85 Unrealized
LH LABCORP Holdings Inc 0.3%
Value $310K Shares 1,160 Est. Cost $240.27 Unrealized +12.8%
AGCO AGCO Corp 0.3%
Value $308K Shares 2,660 Est. Cost $96.53 Unrealized +25.5%
SNY Sanofi Sp ADR 0.3%
Value $308K Shares 6,390 Est. Cost $55.46 Unrealized
RCI Rogers Comm Inc Cl B (CAD) 0.3%
Value $307K Shares 7,990 Est. Cost $37.48 Unrealized -0.3%
XLE Energy Sector SPDR ETF 0.3%
Value $306K Shares 5,000 Est. Cost $61.26 Unrealized
CRM Salesforce Inc 0.3%
Value $302K Shares 1,620 Est. Cost $309.01 Unrealized -30.2%
UL Unilever PLC Sp ADR 0.3%
Value $302K Shares 5,297 Est. Cost $65.40 Unrealized
NEE NextEra Energy Inc 0.3%
Value $299K Shares 3,220 Est. Cost $87.17 Unrealized 0.0%
WCN Waste Connections Inc 0.3%
Value $299K Shares 1,840 Est. Cost $167.37 Unrealized 0.0%
SHEL Shell PLC Sp ADR 0.3%
Value $298K Shares 3,200 Est. Cost $73.28 Unrealized
DAL Delta Air Lines Inc 0.3%
Value $295K Shares 4,440 Est. Cost $58.63 Unrealized +19.2%
FLS Flowserve Corp 0.3%
Value $294K Shares 4,000 Est. Cost $55.95 Unrealized +44.2%
BCO Brink's Co 0.3%
Value $292K Shares 2,820 Est. Cost $89.72 Unrealized +40.7%
CNQ Canadian Natural Resources 0.3%
Value $290K Shares 5,960 Est. Cost $29.57 Unrealized +25.8%
LNN Lindsay Corp 0.3%
Value $288K Shares 2,420 Est. Cost $128.89 Unrealized -0.5%
SAP SAP SE Sp ADR 0.3%
Value $284K Shares 1,660 Est. Cost $268.44 Unrealized
J Jacobs Solutions Inc 0.3%
Value $284K Shares 2,230 Est. Cost $127.66 Unrealized +8.5%
FLUT Flutter Entertainment PLC DI 0.3%
Value $283K Shares 2,776 Est. Cost $166.49 Unrealized 0.0%
EXPE Expedia Grp Inc 0.3%
Value $282K Shares 1,220 Est. Cost $253.44 Unrealized 0.0%
PNR Pentair PLC 0.3%
Value $280K Shares 3,220 Est. Cost $94.52 Unrealized +8.5%
BP BP PLC Sp ADR 0.3%
Value $280K Shares 5,960 Est. Cost $33.79 Unrealized
SITM Sitime Corporation 0.3%
Value $276K Shares 800 Est. Cost $377.59 Unrealized 0.0%
AWK American Water Works 0.3%
Value $276K Shares 2,030 Est. Cost $129.09 Unrealized -0.2%
TAK Takeda Pharma Co Ltd Sp ADR 0.3%
Value $276K Shares 14,880 Est. Cost $14.87 Unrealized
ONON On Holding AG Cl A 0.3%
Value $272K Shares 7,990 Est. Cost $46.33 Unrealized 0.0%
MTD Mettler-Toledo Intl 0.2%
Value $265K Shares 210 Est. Cost $1277.12 Unrealized +10.7%
PLNT Planet Fitness Inc Cl A 0.2%
Value $263K Shares 3,540 Est. Cost $94.66 Unrealized 0.0%
TER Teradyne Inc 0.2%
Value $262K Shares 885 Est. Cost $265.87 Unrealized 0.0%
CP Canadian Pacific Kansas City L 0.2%
Value $261K Shares 3,320 Est. Cost $77.24 Unrealized 0.0%
EW Edwards Lifesciences 0.2%
Value $258K Shares 3,220 Est. Cost $81.94 Unrealized 0.0%
WMB Williams Cos Inc 0.2%
Value $258K Shares 3,540 Est. Cost $55.43 Unrealized +19.7%
RYZ Ryerson Holding Corp 0.2%
Value $256K Shares 11,409 Est. Cost $28.07 Unrealized 0.0%
RRX Regal Rexnord Corp 0.2%
Value $251K Shares 1,340 Est. Cost $125.42 Unrealized +44.4%
IJR iShares Core S&P Small Cap ETF 0.2%
Value $249K Shares 2,000 Est. Cost $124.31 Unrealized
MLI Mueller Ind Inc 0.2%
Value $247K Shares 2,230 Est. Cost $91.43 Unrealized +36.0%
MWA Mueller Water Products Cl A 0.2%
Value $245K Shares 8,900 Est. Cost $24.79 Unrealized +10.7%
MAS Masco Corp 0.2%
Value $244K Shares 4,040 Est. Cost $73.59 Unrealized -4.1%
BWA BorgWarner Inc 0.2%
Value $241K Shares 4,442 Est. Cost $52.31 Unrealized 0.0%
CHDN Churchill Downs Inc 0.2%
Value $239K Shares 2,660 Est. Cost $119.04 Unrealized -16.1%
ITRI Itron Inc 0.2%
Value $238K Shares 2,660 Est. Cost $104.72 Unrealized -5.7%
MASI Masimo Corp 0.2%
Value $238K Shares 1,340 Est. Cost $145.14 Unrealized 0.0%
ULTA Ulta Beauty Inc 0.2%
Value $238K Shares 455 Est. Cost $669.91 Unrealized 0.0%
XPO XPO Inc 0.2%
Value $237K Shares 1,220 Est. Cost $136.23 Unrealized +25.1%
BX Blackstone Inc 0.2%
Value $233K Shares 2,030 Est. Cost $140.88 Unrealized 0.0%
NXPI NXP Semiconductors NV 0.2%
Value $232K Shares 1,180 Est. Cost $234.41 Unrealized 0.0%
A Agilent Technologies 0.2%
Value $231K Shares 2,030 Est. Cost $134.76 Unrealized 0.0%
DHR Danaher Corp 0.2%
Value $231K Shares 1,220 Est. Cost $216.97 Unrealized +3.6%
RDY Dr Reddy's Lab Ltd ADR 0.2%
Value $229K Shares 16,540 Est. Cost $13.19 Unrealized
VMC Vulcan Materials Co 0.2%
Value $229K Shares 840 Est. Cost $252.23 Unrealized +21.6%
ALC Alcon Inc 0.2%
Value $225K Shares 2,980 Est. Cost $80.48 Unrealized 0.0%
UFPI UFP Industries Inc 0.2%
Value $223K Shares 2,420 Est. Cost $106.27 Unrealized 0.0%
OLLI Ollie's Bargain Outlet Hldgs 0.2%
Value $223K Shares 2,420 Est. Cost $105.73 Unrealized +6.2%
TSCO Tractor Supply Co 0.2%
Value $220K Shares 4,850 Est. Cost $53.92 Unrealized -2.2%
BEP Brookfield Renewable Ptnrs LP 0.2%
Value $218K Shares 6,670 Est. Cost $32.64 Unrealized
BHP BHP Grp Ltd Sp ADR 0.2%
Value $217K Shares 2,980 Est. Cost $72.74 Unrealized
ADBE Adobe Inc 0.2%
Value $216K Shares 890 Est. Cost $289.87 Unrealized 0.0%
VWO Vanguard FTSE Emerging Mkts ET 0.2%
Value $216K Shares 4,000 Est. Cost $54.05 Unrealized
VLTO Veralto Corp 0.2%
Value $216K Shares 2,440 Est. Cost $97.50 Unrealized 0.0%
CPRT Copart Inc 0.2%
Value $214K Shares 6,460 Est. Cost $56.28 Unrealized -30.4%
TDG TransDigm Grp Inc 0.2%
Value $209K Shares 180 Est. Cost $1247.54 Unrealized +9.1%
LDOS Leidos Hldgs Inc 0.2%
Value $208K Shares 1,340 Est. Cost $138.27 Unrealized +34.6%
BNS Bank of Nova Scotia 0.2%
Value $207K Shares 2,980 Est. Cost $48.65 Unrealized +54.0%
QRVO Qorvo Inc 0.2%
Value $206K Shares 2,660 Est. Cost $76.14 Unrealized +7.9%
AAPL Apple Inc 0.2%
Value $206K Shares 810 Est. Cost $230.77 Unrealized +13.9%
OTIS Otis Worldwide Corp 0.2%
Value $205K Shares 2,660 Est. Cost $89.52 Unrealized 0.0%
BMO Bank of Montreal 0.2%
Value $203K Shares 1,500 Est. Cost $138.89 Unrealized 0.0%
DXCM DexCom Inc 0.2%
Value $202K Shares 3,220 Est. Cost $81.60 Unrealized -13.1%
CWT California Water Srvc 0.2%
Value $201K Shares 4,440 Est. Cost $44.08 Unrealized +1.2%
TMO Thermo Fisher Scientific 0.2%
Value $197K Shares 400 Est. Cost $502.28 Unrealized +14.4%
VRTX Vertex Pharma Inc 0.2%
Value $196K Shares 440 Est. Cost $467.55 Unrealized 0.0%
RMBS Rambus Inc 0.2%
Value $192K Shares 2,230 Est. Cost $77.09 Unrealized +35.9%
EAT Brinker Intl 0.2%
Value $191K Shares 1,340 Est. Cost $130.99 Unrealized +21.1%
FWONK Liberty Media Corp Liberty For 0.2%
Value $190K Shares 2,230 Est. Cost $90.01 Unrealized
GNRC Generac Hldgs Inc 0.2%
Value $189K Shares 970 Est. Cost $183.13 Unrealized 0.0%
SNN Smith & Nephew PLC Sp ADR 0.2%
Value $189K Shares 5,960 Est. Cost $31.78 Unrealized
SM SM Energy Co 0.2%
Value $189K Shares 6,060 Est. Cost $19.89 Unrealized 0.0%
FLR Fluor Corp 0.2%
Value $188K Shares 4,040 Est. Cost $46.79 Unrealized 0.0%
BABA Alibaba Grp Hldg Ltd Sp ADR 0.2%
Value $188K Shares 1,500 Est. Cost $125.46 Unrealized
ZBRA Zebra Tech Corp Cl A 0.2%
Value $186K Shares 890 Est. Cost $341.70 Unrealized -27.1%
NET Cloudflare Inc Cl A 0.2%
Value $184K Shares 890 Est. Cost $182.40 Unrealized 0.0%
ABT Abbott Laboratories 0.2%
Value $183K Shares 1,780 Est. Cost $125.48 Unrealized -8.0%
FFIV F5 Inc 0.2%
Value $182K Shares 630 Est. Cost $272.46 Unrealized 0.0%
WDFC WD-40 Company 0.2%
Value $182K Shares 890 Est. Cost $223.22 Unrealized 0.0%
ADP Automatic Data Processing 0.2%
Value $181K Shares 890 Est. Cost $295.41 Unrealized -18.5%
ZM Zoom Communications Inc Cl A 0.2%
Value $179K Shares 2,230 Est. Cost $88.07 Unrealized 0.0%
WTRG Essential Utilities Inc 0.2%
Value $179K Shares 4,440 Est. Cost $38.77 Unrealized 0.0%
EQIX Equinix Inc REIT 0.2%
Value $176K Shares 180 Est. Cost $764.11 Unrealized 0.0%
TR Tootsie Roll Industries 0.2%
Value $176K Shares 4,116 Est. Cost $38.75 Unrealized 0.0%
BLD TopBuild Corp 0.2%
Value $176K Shares 500 Est. Cost $491.84 Unrealized 0.0%
ENB Enbridge Inc 0.2%
Value $173K Shares 3,200 Est. Cost $48.57 Unrealized 0.0%
IBN ICICI Bank Ltd Sp ADR 0.2%
Value $171K Shares 6,620 Est. Cost $25.90 Unrealized
NVO Novo Nordisk A/S Sp ADR 0.2%
Value $170K Shares 4,630 Est. Cost $69.44 Unrealized
ROKU Roku Inc 0.2%
Value $168K Shares 1,780 Est. Cost $98.47 Unrealized 0.0%
CRSP CRISPR Therapeutics AG 0.2%
Value $168K Shares 3,540 Est. Cost $53.50 Unrealized 0.0%
TD Toronto Dominion Bank 0.2%
Value $167K Shares 1,790 Est. Cost $95.26 Unrealized 0.0%
MIR Mirion Technologies Inc 0.2%
Value $165K Shares 8,890 Est. Cost $24.17 Unrealized 0.0%
HII Huntington Ingalls Inds 0.2%
Value $165K Shares 435 Est. Cost $410.48 Unrealized 0.0%
YETI YETI Hldgs Inc 0.2%
Value $162K Shares 4,440 Est. Cost $47.42 Unrealized 0.0%
ETN Eaton Corp PLC 0.1%
Value $157K Shares 440 Est. Cost $353.63 Unrealized 0.0%
RBLX Roblox Corp Cl A 0.1%
Value $156K Shares 2,760 Est. Cost $124.28 Unrealized -42.3%
APTV Aptiv PLC 0.1%
Value $155K Shares 2,230 Est. Cost $80.93 Unrealized 0.0%
ALGN Align Technology Inc 0.1%
Value $153K Shares 890 Est. Cost $174.67 Unrealized 0.0%
GATX GATX Corp 0.1%
Value $152K Shares 890 Est. Cost $184.07 Unrealized 0.0%
PEN Penumbra Inc 0.1%
Value $144K Shares 440 Est. Cost $339.56 Unrealized 0.0%
TRN Trinity Industries 0.1%
Value $143K Shares 4,440 Est. Cost $30.10 Unrealized 0.0%
REGN Regeneron Pharmaceuticals Inc 0.1%
Value $139K Shares 180 Est. Cost $769.15 Unrealized 0.0%
PHIN PHINIA Inc 0.1%
Value $139K Shares 2,030 Est. Cost $71.64 Unrealized 0.0%
IOT Samsara Inc Cl A 0.1%
Value $138K Shares 4,350 Est. Cost $29.75 Unrealized 0.0%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value $135K Shares 2,000 Est. Cost $67.53 Unrealized
HOLX Hologic Inc (Delisted) 0.1%
Value $135K Shares 1,780 Est. Cost $75.02 Unrealized 0.0%
AESI Atlas Energy Solutions Inc 0.1%
Value $131K Shares 10,000 Est. Cost $11.20 Unrealized 0.0%
AMPH Amphastar Pharma Inc 0.1%
Value $131K Shares 6,670 Est. Cost $27.55 Unrealized 0.0%
BOX Box Inc Cl A 0.1%
Value $126K Shares 5,330 Est. Cost $25.61 Unrealized 0.0%
FOA Finance of America Co Inc Cl A 0.1%
Value $125K Shares 7,500 Est. Cost $22.69 Unrealized 0.0%
XYZ Block Inc Cl A 0.1%
Value $122K Shares 2,030 Est. Cost $60.32 Unrealized 0.0%
SHAK Shake Shack Inc Cl A 0.1%
Value $119K Shares 1,340 Est. Cost $92.97 Unrealized 0.0%
PLD Prologis Inc REIT 0.1%
Value $118K Shares 890 Est. Cost $129.05 Unrealized 0.0%
WDAY Workday Inc Cl A 0.1%
Value $116K Shares 890 Est. Cost $172.62 Unrealized 0.0%
HRB H&R Block Inc 0.1%
Value $112K Shares 3,540 Est. Cost $37.13 Unrealized 0.0%
Z Zillow Grp Inc Cl C 0.1%
Value $110K Shares 2,660 Est. Cost $58.75 Unrealized 0.0%
WGO Winnebago Industries Inc 0.1%
Value $110K Shares 3,540 Est. Cost $45.88 Unrealized 0.0%
DOCU DocuSign Inc 0.1%
Value $106K Shares 2,230 Est. Cost $53.49 Unrealized 0.0%
DDOG Datadog Inc Cl A 0.1%
Value $105K Shares 890 Est. Cost $123.93 Unrealized 0.0%
HMC Honda Motor Co Ltd Sp ADR 0.1%
Value $101K Shares 4,170 Est. Cost $24.31 Unrealized
OBDC Blue Owl Capital Corp 0.1%
Value $98,766 Shares 8,930 Est. Cost $12.03 Unrealized 0.0%
MTCH Match Group Inc 0.1%
Value $95,201 Shares 3,100 Est. Cost $31.40 Unrealized 0.0%
DKNG DraftKings Inc 0.1%
Value $94,047 Shares 4,350 Est. Cost $28.94 Unrealized 0.0%
PTON Peloton Interactive Inc Cl A 0.1%
Value $91,506 Shares 21,330 Est. Cost $5.43 Unrealized 0.0%
ZS Zscaler Inc 0.1%
Value $88,383 Shares 630 Est. Cost $193.32 Unrealized 0.0%
DOCS Doximity Inc Cl A 0.1%
Value $82,482 Shares 3,540 Est. Cost $34.99 Unrealized 0.0%
NEM Newmont Corp 0.1%
Value $81,188 Shares 750 Est. Cost $118.12 Unrealized 0.0%
PYPL PayPal Hldgs Inc 0.1%
Value $80,509 Shares 1,780 Est. Cost $50.08 Unrealized 0.0%
GDDY GoDaddy Inc Cl A 0.1%
Value $73,576 Shares 890 Est. Cost $100.58 Unrealized 0.0%
BR Broadridge Finl Solutions 0.1%
Value $71,491 Shares 440 Est. Cost $197.71 Unrealized 0.0%
CAE CAE Inc 0.1%
Value $69,293 Shares 2,660 Est. Cost $31.81 Unrealized 0.0%
TREX Trex Company Inc 0.1%
Value $64,828 Shares 1,780 Est. Cost $41.75 Unrealized 0.0%
TME Tencent Music Entertainment AD 0.1%
Value $55,309 Shares 5,960 Est. Cost $9.28 Unrealized
XJH iShares ESG Select Screened S& 0.0%
Value $40,833 Shares 900 Est. Cost $45.37 Unrealized
XJR iShares ESG Select Screened S& 0.0%
Value $39,184 Shares 900 Est. Cost $43.54 Unrealized
NE Noble Corp PLC (Delisted) 0.0%
Value $22,867 Shares 466 Est. Cost $37.17 Unrealized 0.0%
MICC Magnum Ice Cream Co NV 0.0%
Value $17,820 Shares 1,192 Est. Cost $16.81 Unrealized 0.0%
XLI Industrial Sector SPDR ETF 0.0%
Value $16,173 Shares 100 Est. Cost $161.73 Unrealized
XHB SPDR S&P Homebuilders ETF 0.0%
Value $9,872 Shares 100 Est. Cost $98.72 Unrealized
XLP Consumer Staples SPDR ETF 0.0%
Value $8,198 Shares 100 Est. Cost $81.98 Unrealized
IHI iShares U.S. Medical Devices E 0.0%
Value $2,668 Shares 50 Est. Cost $53.36 Unrealized
XLB Materials Sector SPDR ETF 0.0%
Value $2,499 Shares 50 Est. Cost $49.98 Unrealized