Stiles Financial Services Inc Diversified Active

CIK: 0001904832 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 30, 2025

Total Value ($000): $317,145 (100.0% shares, 0.0% debt)

Holdings (176)

NVDA NVIDIA CORPORATION 9.2%
Value ($000) $29,063 Shares 155,765 Est. Cost $94.75 Unrealized +84.0%
AAPL APPLE INC 3.5%
Value ($000) $11,208 Shares 44,016 Est. Cost $154.71 Unrealized +45.8%
MSFT MICROSOFT CORP 2.9%
Value ($000) $9,265 Shares 17,888 Est. Cost $334.26 Unrealized +52.2%
AMZN AMAZON COM INC 2.8%
Value ($000) $8,751 Shares 39,857 Est. Cost $129.13 Unrealized +75.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 2.6%
Value ($000) $8,148 Shares 16,208 Est. Cost $307.49 Unrealized +57.5%
COST COSTCO WHSL CORP NEW 2.5%
Value ($000) $8,005 Shares 8,648 Est. Cost $508.65 Unrealized +88.1%
GOOGL ALPHABET INC 2.3%
Value ($000) $7,404 Shares 30,457 Est. Cost $120.43 Unrealized +73.7%
LRCX LAM RESEARCH CORP 2.3%
Value ($000) $7,163 Shares 53,495 Est. Cost $76.06 Unrealized +38.7%
ASML ASML HOLDING N V 1.9%
Value ($000) $5,983 Shares 6,180 Est. Cost $716.68 Unrealized
QCOM QUALCOMM INC 1.6%
Value ($000) $5,208 Shares 31,305 Est. Cost $133.25 Unrealized +18.0%
FAST FASTENAL CO 1.6%
Value ($000) $5,203 Shares 106,097 Est. Cost $33.97 Unrealized +38.2%
GOOG ALPHABET INC 1.6%
Value ($000) $5,076 Shares 20,843 Est. Cost $105.82 Unrealized +98.4%
HD HOME DEPOT INC 1.4%
Value ($000) $4,426 Shares 10,924 Est. Cost $340.19 Unrealized +14.4%
JPM JPMORGAN CHASE & CO. 1.3%
Value ($000) $4,192 Shares 13,291 Est. Cost $182.25 Unrealized +62.4%
TJX TJX COS INC NEW 1.3%
Value ($000) $4,090 Shares 28,296 Est. Cost $72.74 Unrealized +81.9%
AVGO BROADCOM INC 1.3%
Value ($000) $4,052 Shares 12,283 Est. Cost $158.73 Unrealized +92.6%
AMD ADVANCED MICRO DEVICES INC 1.2%
Value ($000) $3,840 Shares 23,736 Est. Cost $132.32 Unrealized +22.0%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $3,823 Shares 24,884 Est. Cost $137.61 Unrealized +12.6%
XEL XCEL ENERGY INC 1.2%
Value ($000) $3,821 Shares 47,372 Est. Cost $57.03 Unrealized +25.1%
ABT ABBOTT LABS 1.2%
Value ($000) $3,778 Shares 28,207 Est. Cost $115.08 Unrealized +13.5%
RTX RTX CORPORATION 1.2%
Value ($000) $3,694 Shares 22,078 Est. Cost $79.86 Unrealized +93.2%
CME CME GROUP INC 1.2%
Value ($000) $3,673 Shares 13,595 Est. Cost $187.31 Unrealized +44.1%
PSA PUBLIC STORAGE OPER CO 1.0%
Value ($000) $3,315 Shares 11,478 Est. Cost $268.60 Unrealized +4.8%
CEG CONSTELLATION ENERGY CORP 1.0%
Value ($000) $3,266 Shares 9,926 Est. Cost $263.59 Unrealized +22.2%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $3,239 Shares 17,629 Est. Cost $162.64 Unrealized +18.8%
VLO VALERO ENERGY CORP 1.0%
Value ($000) $3,164 Shares 18,583 Est. Cost $129.24 Unrealized +14.4%
STLD STEEL DYNAMICS INC 1.0%
Value ($000) $3,142 Shares 22,536 Est. Cost $102.94 Unrealized +26.7%
NTRS NORTHERN TR CORP 1.0%
Value ($000) $3,019 Shares 22,431 Est. Cost $91.48 Unrealized +39.2%
DUK DUKE ENERGY CORP NEW 0.9%
Value ($000) $2,984 Shares 24,113 Est. Cost $89.30 Unrealized +34.1%
V VISA INC 0.9%
Value ($000) $2,926 Shares 8,573 Est. Cost $207.68 Unrealized +66.2%
BX BLACKSTONE INC 0.9%
Value ($000) $2,890 Shares 16,917 Est. Cost $95.17 Unrealized +78.1%
GNRC GENERAC HLDGS INC 0.9%
Value ($000) $2,855 Shares 17,056 Est. Cost $142.18 Unrealized +23.2%
WSM WILLIAMS SONOMA INC 0.9%
Value ($000) $2,853 Shares 14,595 Est. Cost $112.97 Unrealized +68.5%
DLR DIGITAL RLTY TR INC 0.9%
Value ($000) $2,842 Shares 16,442 Est. Cost $136.24 Unrealized +23.8%
BKLC BNY MELLON ETF TRUST 0.9%
Value ($000) $2,790 Shares 21,733 Est. Cost $111.23 Unrealized
SNPS SYNOPSYS INC 0.9%
Value ($000) $2,704 Shares 5,480 Est. Cost $395.08 Unrealized +43.1%
CSCO CISCO SYS INC 0.8%
Value ($000) $2,632 Shares 38,470 Est. Cost $47.58 Unrealized +41.6%
TGT TARGET CORP 0.8%
Value ($000) $2,583 Shares 28,796 Est. Cost $180.94 Unrealized -46.5%
NEE NEXTERA ENERGY INC 0.8%
Value ($000) $2,497 Shares 33,073 Est. Cost $74.55 Unrealized -3.1%
MPWR MONOLITHIC PWR SYS INC 0.8%
Value ($000) $2,474 Shares 2,687 Est. Cost $700.48 Unrealized +15.4%
ADBE ADOBE INC 0.8%
Value ($000) $2,466 Shares 6,990 Est. Cost $504.12 Unrealized -28.8%
ISRG INTUITIVE SURGICAL INC 0.8%
Value ($000) $2,462 Shares 5,506 Est. Cost $365.95 Unrealized +31.1%
REGN REGENERON PHARMACEUTICALS 0.8%
Value ($000) $2,448 Shares 4,353 Est. Cost $775.07 Unrealized -27.2%
CMI CUMMINS INC 0.8%
Value ($000) $2,439 Shares 5,774 Est. Cost $236.21 Unrealized +61.2%
AMT AMERICAN TOWER CORP NEW 0.7%
Value ($000) $2,374 Shares 12,345 Est. Cost $220.79 Unrealized -7.4%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $2,287 Shares 9,276 Est. Cost $325.98 Unrealized -20.1%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $2,259 Shares 6,523 Est. Cost $300.34 Unrealized +17.0%
LMT LOCKHEED MARTIN CORP 0.7%
Value ($000) $2,185 Shares 4,376 Est. Cost $410.81 Unrealized +9.1%
AMAT APPLIED MATLS INC 0.7%
Value ($000) $2,137 Shares 10,436 Est. Cost $184.06 Unrealized -1.8%
INTU INTUIT 0.7%
Value ($000) $2,072 Shares 3,034 Est. Cost $595.50 Unrealized +20.8%
KLAC KLA CORP 0.6%
Value ($000) $2,042 Shares 1,893 Est. Cost $388.01 Unrealized +139.8%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $2,031 Shares 18,015 Est. Cost $98.08 Unrealized +11.8%
DVN DEVON ENERGY CORP NEW 0.6%
Value ($000) $2,018 Shares 57,563 Est. Cost $42.59 Unrealized -21.0%
OMC OMNICOM GROUP INC 0.6%
Value ($000) $2,008 Shares 24,623 Est. Cost $68.58 Unrealized +8.4%
NVO NOVO-NORDISK A S 0.6%
Value ($000) $1,758 Shares 31,678 Est. Cost $101.49 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $1,724 Shares 2,259 Est. Cost $289.54 Unrealized +156.4%
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $1,708 Shares 83,694 Est. Cost $18.54 Unrealized +15.0%
GGG GRACO INC 0.5%
Value ($000) $1,661 Shares 19,551 Est. Cost $76.67 Unrealized +10.8%
LEN LENNAR CORP 0.5%
Value ($000) $1,613 Shares 12,800 Est. Cost $131.13 Unrealized -5.8%
NFLX NETFLIX INC 0.5%
Value ($000) $1,613 Shares 1,345 Est. Cost $83.24 Unrealized +46.6%
CAT CATERPILLAR INC 0.5%
Value ($000) $1,612 Shares 3,379 Est. Cost $227.40 Unrealized +87.1%
PEP PEPSICO INC 0.5%
Value ($000) $1,603 Shares 11,411 Est. Cost $155.92 Unrealized -9.9%
QQQ INVESCO QQQ TR 0.5%
Value ($000) $1,585 Shares 2,640 Est. Cost $388.53 Unrealized
GSBD GOLDMAN SACHS BDC INC 0.5%
Value ($000) $1,524 Shares 149,840 Est. Cost $12.08 Unrealized -5.8%
KO COCA COLA CO 0.5%
Value ($000) $1,494 Shares 22,530 Est. Cost $50.02 Unrealized +35.8%
GLW CORNING INC 0.5%
Value ($000) $1,490 Shares 18,159 Est. Cost $33.34 Unrealized +94.9%
MKTX MARKETAXESS HLDGS INC 0.5%
Value ($000) $1,463 Shares 8,395 Est. Cost $221.84 Unrealized -12.8%
SONY SONY GROUP CORP 0.5%
Value ($000) $1,445 Shares 50,191 Est. Cost $39.86 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $1,443 Shares 15,225 Est. Cost $69.38 Unrealized +32.9%
WM WASTE MGMT INC DEL 0.4%
Value ($000) $1,393 Shares 6,307 Est. Cost $150.84 Unrealized +48.3%
URI UNITED RENTALS INC 0.4%
Value ($000) $1,317 Shares 1,379 Est. Cost $729.18 Unrealized +21.8%
SMCI SUPER MICRO COMPUTER INC 0.4%
Value ($000) $1,309 Shares 27,315 Est. Cost $39.25 Unrealized +21.6%
FDS FACTSET RESH SYS INC 0.4%
Value ($000) $1,290 Shares 4,504 Est. Cost $430.65 Unrealized -11.8%
WELL WELLTOWER INC 0.4%
Value ($000) $1,288 Shares 7,229 Est. Cost $75.00 Unrealized +117.9%
PKG PACKAGING CORP AMER 0.4%
Value ($000) $1,285 Shares 5,897 Est. Cost $136.21 Unrealized +49.8%
USB US BANCORP DEL 0.4%
Value ($000) $1,259 Shares 26,059 Est. Cost $48.26 Unrealized -4.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $1,254 Shares 4,128 Est. Cost $232.62 Unrealized +29.6%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $1,223 Shares 7,309 Est. Cost $72.87 Unrealized +75.4%
MA MASTERCARD INCORPORATED 0.4%
Value ($000) $1,178 Shares 2,071 Est. Cost $339.52 Unrealized +68.9%
AFIX ALLSPRING EXCHANGE TRADED FU 0.4%
Value ($000) $1,130 Shares 44,761 Est. Cost $25.25 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,060 Shares 3,610 Est. Cost $215.76 Unrealized +38.0%
UNP UNION PAC CORP 0.3%
Value ($000) $1,026 Shares 4,340 Est. Cost $220.00 Unrealized +1.4%
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $1,019 Shares 1,279 Est. Cost $571.74 Unrealized +28.5%
CDNS CADENCE DESIGN SYSTEM INC 0.3%
Value ($000) $1,010 Shares 2,875 Est. Cost $201.63 Unrealized +70.6%
TSLA TESLA INC 0.3%
Value ($000) $997 Shares 2,241 Est. Cost $292.87 Unrealized +18.4%
LULU LULULEMON ATHLETICA INC 0.3%
Value ($000) $975 Shares 5,479 Est. Cost $287.21 Unrealized -30.2%
BIL SPDR SERIES TRUST 0.3%
Value ($000) $959 Shares 10,452 Est. Cost $91.81 Unrealized
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $898 Shares 10,756 Est. Cost $146.38 Unrealized -39.8%
CB CHUBB LIMITED 0.3%
Value ($000) $795 Shares 2,818 Est. Cost $240.80 Unrealized +14.3%
CG CARLYLE GROUP INC 0.2%
Value ($000) $785 Shares 12,516 Est. Cost $27.19 Unrealized +126.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $776 Shares 3,288 Est. Cost $84.99 Unrealized +99.7%
SMOT VANECK ETF TRUST 0.2%
Value ($000) $774 Shares 21,462 Est. Cost $34.06 Unrealized
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $764 Shares 20,093 Est. Cost $35.11 Unrealized
SNA SNAP ON INC 0.2%
Value ($000) $754 Shares 2,175 Est. Cost $197.05 Unrealized +64.3%
ROK ROCKWELL AUTOMATION INC 0.2%
Value ($000) $732 Shares 2,093 Est. Cost $303.29 Unrealized +13.2%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $707 Shares 2,531 Est. Cost $146.13 Unrealized +82.0%
DE DEERE & CO 0.2%
Value ($000) $702 Shares 1,535 Est. Cost $332.32 Unrealized +47.3%
AZO AUTOZONE INC 0.2%
Value ($000) $695 Shares 162 Est. Cost $1974.13 Unrealized +103.2%
NUE NUCOR CORP 0.2%
Value ($000) $695 Shares 5,129 Est. Cost $154.46 Unrealized -9.0%
CRM SALESFORCE INC 0.2%
Value ($000) $687 Shares 2,900 Est. Cost $256.86 Unrealized -2.1%
IVV ISHARES TR 0.2%
Value ($000) $686 Shares 1,024 Est. Cost $547.14 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value ($000) $684 Shares 3,747 Est. Cost $62.59 Unrealized +158.9%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $683 Shares 4,396 Est. Cost $101.94 Unrealized +49.4%
ABBV ABBVIE INC 0.2%
Value ($000) $682 Shares 2,947 Est. Cost $115.79 Unrealized +74.4%
PGR PROGRESSIVE CORP 0.2%
Value ($000) $680 Shares 2,753 Est. Cost $245.68 Unrealized -5.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $679 Shares 2,432 Est. Cost $248.65 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $614 Shares 13,616 Est. Cost $48.41 Unrealized -6.0%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $608 Shares 6,230 Est. Cost $42.04 Unrealized +146.3%
ICE INTERCONTINENTAL EXCHANGE IN 0.2%
Value ($000) $596 Shares 3,540 Est. Cost $141.39 Unrealized +25.7%
ULTA ULTA BEAUTY INC 0.2%
Value ($000) $594 Shares 1,087 Est. Cost $391.71 Unrealized +30.8%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $567 Shares 2,178 Est. Cost $158.01 Unrealized +69.3%
COP CONOCOPHILLIPS 0.2%
Value ($000) $559 Shares 5,913 Est. Cost $80.41 Unrealized +16.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.2%
Value ($000) $553 Shares 14,118 Est. Cost $54.12 Unrealized -16.8%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $541 Shares 883 Est. Cost $381.75 Unrealized
NOW SERVICENOW INC 0.2%
Value ($000) $538 Shares 585 Est. Cost $132.34 Unrealized +41.1%
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $530 Shares 4,920 Est. Cost $87.53 Unrealized +14.9%
OKLO OKLO INC 0.2%
Value ($000) $528 Shares 4,730 Est. Cost $47.98 Unrealized +63.2%
ADSK AUTODESK INC 0.2%
Value ($000) $501 Shares 1,577 Est. Cost $232.37 Unrealized +31.1%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $490 Shares 10,000 Est. Cost $77.99 Unrealized -30.7%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $488 Shares 5,821 Est. Cost $37.82 Unrealized +112.8%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $487 Shares 15,495 Est. Cost $39.06 Unrealized -15.1%
SYK STRYKER CORPORATION 0.1%
Value ($000) $468 Shares 1,267 Est. Cost $250.80 Unrealized +53.3%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $467 Shares 2,878 Est. Cost $167.37 Unrealized -1.3%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $464 Shares 1,343 Est. Cost $428.45 Unrealized -30.2%
SPYG SPDR SERIES TRUST 0.1%
Value ($000) $434 Shares 4,157 Est. Cost $68.62 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $407 Shares 2,791 Est. Cost $128.77 Unrealized 0.0%
DVY ISHARES TR 0.1%
Value ($000) $405 Shares 2,848 Est. Cost $90.71 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $402 Shares 4,060 Est. Cost $54.57 Unrealized
PWR QUANTA SVCS INC 0.1%
Value ($000) $402 Shares 970 Est. Cost $234.24 Unrealized +65.9%
EQIX EQUINIX INC 0.1%
Value ($000) $400 Shares 511 Est. Cost $766.09 Unrealized +1.1%
IVW ISHARES TR 0.1%
Value ($000) $399 Shares 3,305 Est. Cost $63.90 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $392 Shares 3,598 Est. Cost $101.35 Unrealized 0.0%
NRG NRG ENERGY INC 0.1%
Value ($000) $391 Shares 2,414 Est. Cost $36.39 Unrealized +326.6%
PSX PHILLIPS 66 0.1%
Value ($000) $380 Shares 2,793 Est. Cost $68.08 Unrealized +85.7%
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $369 Shares 6,676 Est. Cost $46.44 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $366 Shares 3,250 Est. Cost $77.30 Unrealized +40.0%
CPRT COPART INC 0.1%
Value ($000) $360 Shares 8,010 Est. Cost $38.31 Unrealized +23.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $355 Shares 7,033 Est. Cost $58.06 Unrealized -14.8%
AFL AFLAC INC 0.1%
Value ($000) $354 Shares 3,169 Est. Cost $65.09 Unrealized +60.1%
NVS NOVARTIS AG 0.1%
Value ($000) $348 Shares 2,713 Est. Cost $89.16 Unrealized
PCAR PACCAR INC 0.1%
Value ($000) $341 Shares 3,473 Est. Cost $100.03 Unrealized -3.1%
HON HONEYWELL INTL INC 0.1%
Value ($000) $331 Shares 1,572 Est. Cost $185.78 Unrealized +11.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $327 Shares 536 Est. Cost $386.21 Unrealized +45.8%
MDT MEDTRONIC PLC 0.1%
Value ($000) $326 Shares 3,425 Est. Cost $98.89 Unrealized -7.7%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $315 Shares 1,700 Est. Cost $146.07 Unrealized +16.0%
IWP ISHARES TR 0.1%
Value ($000) $313 Shares 2,200 Est. Cost $91.06 Unrealized
IJR ISHARES TR 0.1%
Value ($000) $312 Shares 2,627 Est. Cost $96.83 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $309 Shares 1,533 Est. Cost $166.65 Unrealized +22.4%
FTNT FORTINET INC 0.1%
Value ($000) $307 Shares 3,650 Est. Cost $89.23 Unrealized 0.0%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $303 Shares 1,233 Est. Cost $165.02 Unrealized +44.8%
FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%
Value ($000) $303 Shares 3,034 Est. Cost $93.99 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $301 Shares 1,071 Est. Cost $254.17 Unrealized 0.0%
LIN LINDE PLC 0.1%
Value ($000) $297 Shares 624 Est. Cost $340.31 Unrealized +38.3%
O REALTY INCOME CORP 0.1%
Value ($000) $291 Shares 4,792 Est. Cost $55.39 Unrealized +2.8%
BAX BAXTER INTL INC 0.1%
Value ($000) $291 Shares 12,780 Est. Cost $35.27 Unrealized -28.5%
EMR EMERSON ELEC CO 0.1%
Value ($000) $282 Shares 2,147 Est. Cost $87.95 Unrealized +54.0%
LOW LOWES COS INC 0.1%
Value ($000) $278 Shares 1,106 Est. Cost $218.55 Unrealized +11.7%
RY ROYAL BK CDA 0.1%
Value ($000) $269 Shares 1,829 Est. Cost $106.36 Unrealized +29.6%
DCI DONALDSON INC 0.1%
Value ($000) $267 Shares 3,257 Est. Cost $55.06 Unrealized +35.9%
CMS CMS ENERGY CORP 0.1%
Value ($000) $247 Shares 3,371 Est. Cost $63.02 Unrealized +12.8%
EXC EXELON CORP 0.1%
Value ($000) $245 Shares 5,454 Est. Cost $40.50 Unrealized +7.1%
CCI CROWN CASTLE INC 0.1%
Value ($000) $245 Shares 2,543 Est. Cost $98.11 Unrealized +1.0%
SYY SYSCO CORP 0.1%
Value ($000) $243 Shares 2,950 Est. Cost $68.94 Unrealized +14.4%
SMH VANECK ETF TRUST 0.1%
Value ($000) $234 Shares 716 Est. Cost $326.30 Unrealized
HRL HORMEL FOODS CORP 0.1%
Value ($000) $232 Shares 9,397 Est. Cost $38.26 Unrealized -28.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $230 Shares 692 Est. Cost $245.13 Unrealized +29.1%
SBUX STARBUCKS CORP 0.1%
Value ($000) $230 Shares 2,713 Est. Cost $100.55 Unrealized -11.9%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $229 Shares 751 Est. Cost $205.35 Unrealized +32.1%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $227 Shares 1,579 Est. Cost $144.44 Unrealized 0.0%
TXT TEXTRON INC 0.1%
Value ($000) $219 Shares 2,597 Est. Cost $72.30 Unrealized +12.6%
IRM IRON MTN INC DEL 0.1%
Value ($000) $217 Shares 2,127 Est. Cost $91.94 Unrealized +3.0%
MS MORGAN STANLEY 0.1%
Value ($000) $216 Shares 1,358 Est. Cost $146.45 Unrealized 0.0%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $209 Shares 1,481 Est. Cost $135.47 Unrealized +3.8%
JCI JOHNSON CTLS INTL PLC 0.1%
Value ($000) $208 Shares 1,890 Est. Cost $91.75 Unrealized +16.5%
JKHY HENRY JACK & ASSOC INC 0.1%
Value ($000) $206 Shares 1,380 Est. Cost $156.12 Unrealized +5.7%
SAN BANCO SANTANDER S.A. 0.0%
Value ($000) $150 Shares 14,293 Est. Cost $3.69 Unrealized