Core Alternative Capital Diversified Active

Location: Peachtree Corners, GA

CIK: 0001776878 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 2, 2026

Total Value: $363M (100.0% shares, 0.0% debt)

Holdings (213)

AAPL Apple Inc 6.4%
Value $23.3M Shares 85,709 Est. Cost $134.59 Unrealized +99.4%
MSFT Microsoft Corp 6.0%
Value $21.67M Shares 44,812 Est. Cost $246.50 Unrealized +103.1%
GOOG Alphabet Inc 5.2%
Value $18.73M Shares 59,699 Est. Cost $110.56 Unrealized +159.0%
JPM JPMORGAN CHASE & CO. 4.1%
Value $14.87M Shares 46,140 Est. Cost $110.73 Unrealized +179.5%
LLY Eli Lilly & Co 2.6%
Value $9.453M Shares 8,796 Est. Cost $223.64 Unrealized +327.3%
WMT Walmart Inc 2.5%
Value $9.119M Shares 81,850 Est. Cost $58.18 Unrealized +84.2%
AMZN Amazon.com Inc 2.4%
Value $8.58M Shares 37,172 Est. Cost $207.22 Unrealized +10.4%
JNJ Johnson & Johnson 2.3%
Value $8.487M Shares 41,010 Est. Cost $145.00 Unrealized +35.9%
XOM Exxon Mobil Corp 2.3%
Value $8.271M Shares 68,733 Est. Cost $84.62 Unrealized +36.5%
BRK/B Berkshire Hathaway Inc 2.0%
Value $7.391M Shares 14,704 Est. Cost $321.43 Unrealized +54.8%
GOOGL Alphabet Inc 2.0%
Value $7.22M Shares 23,068 Est. Cost $115.44 Unrealized +147.4%
AMD Advanced Micro Devices Inc 2.0%
Value $7.21M Shares 33,665 Est. Cost $99.24 Unrealized +126.3%
ADBE Adobe Inc 1.9%
Value $6.869M Shares 19,626 Est. Cost $396.26 Unrealized -14.2%
TJX TJX Cos Inc/The 1.8%
Value $6.434M Shares 41,883 Est. Cost $70.99 Unrealized +108.0%
NEM NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2 1.7%
Value $6.215M Shares 62,239 Est. Cost $45.70 Unrealized +97.4%
V Visa Inc 1.7%
Value $6.04M Shares 17,223 Est. Cost $217.90 Unrealized +56.2%
MS Morgan Stanley 1.6%
Value $5.907M Shares 33,276 Est. Cost $60.34 Unrealized +175.9%
SO Southern Co/The 1.6%
Value $5.795M Shares 66,457 Est. Cost $58.38 Unrealized +55.7%
WM Waste Management Inc 1.6%
Value $5.639M Shares 25,666 Est. Cost $157.62 Unrealized +34.9%
CB Chubb Ltd 1.5%
Value $5.444M Shares 17,443 Est. Cost $190.23 Unrealized +53.7%
CME CME Group Inc 1.4%
Value $5.18M Shares 18,971 Est. Cost $168.70 Unrealized +60.5%
MCD McDonald's Corp 1.4%
Value $5.151M Shares 16,853 Est. Cost $212.85 Unrealized +43.3%
NEE NextEra Energy Inc 1.4%
Value $5.143M Shares 64,064 Est. Cost $68.77 Unrealized +20.0%
MDT MEDTRONIC PLC 1.4%
Value $5.082M Shares 52,902 Est. Cost $82.76 Unrealized +17.4%
CVX Chevron Corp 1.4%
Value $4.958M Shares 32,529 Est. Cost $113.99 Unrealized +32.8%
PG Procter & Gamble Co/The 1.4%
Value $4.94M Shares 34,472 Est. Cost $122.90 Unrealized +19.7%
QCOM QUALCOMM Inc 1.4%
Value $4.907M Shares 28,690 Est. Cost $156.93 Unrealized +8.8%
MRK Merck & Co Inc 1.3%
Value $4.815M Shares 45,746 Est. Cost $75.67 Unrealized +23.2%
TEL TE CONNECTIVITY PLC COM USD0.01 1.3%
Value $4.795M Shares 21,076 Est. Cost $146.89 Unrealized +57.4%
SHW SHERWIN-WILLIAMS CO 1.3%
Value $4.765M Shares 14,704 Est. Cost $238.98 Unrealized +39.8%
LMT Lockheed Martin Corp 1.3%
Value $4.639M Shares 9,592 Est. Cost $357.38 Unrealized +33.2%
CSCO Cisco Systems Inc 1.2%
Value $4.493M Shares 58,344 Est. Cost $40.82 Unrealized +80.8%
BR Broadridge Financial Solutions Inc 1.2%
Value $4.429M Shares 19,845 Est. Cost $133.35 Unrealized +70.5%
DHI DR HORTON INC COM STK USD0.01 1.2%
Value $4.258M Shares 29,560 Est. Cost $92.04 Unrealized +65.2%
NTAP NETAPP INC 1.1%
Value $4.169M Shares 38,934 Est. Cost $71.76 Unrealized +58.3%
LHX L3HARRIS TECHNOLOGIES INC COM 1.1%
Value $4.106M Shares 13,987 Est. Cost $198.51 Unrealized +45.3%
O Realty Income Corp 1.1%
Value $4.085M Shares 72,470 Est. Cost $51.74 Unrealized +10.9%
IBM International Business Machines Corp 1.1%
Value $4.029M Shares 13,602 Est. Cost $122.79 Unrealized +143.3%
APD Air Products and Chemicals Inc 1.1%
Value $4.027M Shares 16,336 Est. Cost $224.57 Unrealized +12.1%
CTRA COTERRA ENERGY INC COM 1.1%
Value $3.885M Shares 147,611 Est. Cost $24.57 Unrealized +2.2%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.9%
Value $3.412M Shares 18,521 Est. Cost $128.48 Unrealized +57.0%
GPC Genuine Parts Co 0.9%
Value $3.307M Shares 26,898 Est. Cost $115.20 Unrealized +11.7%
ACN Accenture PLC 0.9%
Value $3.287M Shares 12,253 Est. Cost $243.34 Unrealized +4.4%
AFL Aflac Inc 0.9%
Value $3.25M Shares 29,476 Est. Cost $50.78 Unrealized +116.3%
PAYX Paychex Inc 0.9%
Value $3.207M Shares 28,588 Est. Cost $91.85 Unrealized +26.9%
NVDA NVIDIA Corp 0.9%
Value $3.175M Shares 17,023 Est. Cost $157.93 Unrealized +17.9%
PYPL PAYPAL HLDGS INC COM 0.9%
Value $3.093M Shares 52,985 Est. Cost $64.85 Unrealized -0.0%
ITW ILLINOIS TOOL WORKS INC COM 0.9%
Value $3.085M Shares 12,526 Est. Cost $203.11 Unrealized +21.9%
VZ Verizon Communications Inc 0.8%
Value $3.071M Shares 75,396 Est. Cost $34.14 Unrealized +18.6%
MOS Mosaic Co/The 0.8%
Value $3.066M Shares 127,262 Est. Cost $30.40 Unrealized -12.0%
MSI MOTOROLA SOLUTIONS INC 0.7%
Value $2.443M Shares 6,373 Est. Cost $400.79 Unrealized 0.0%
META Meta Platforms Inc 0.7%
Value $2.388M Shares 3,617 Est. Cost $502.17 Unrealized +32.9%
VICI VICI PPTYS INC COM 0.6%
Value $2.177M Shares 77,410 Est. Cost $29.50 Unrealized -0.7%
AVGO Broadcom Inc 0.5%
Value $1.918M Shares 5,542 Est. Cost $225.47 Unrealized +58.3%
TMO Thermo Fisher Scientific Inc 0.5%
Value $1.822M Shares 3,144 Est. Cost $561.19 Unrealized +0.7%
FDS FactSet Research Systems Inc 0.4%
Value $1.623M Shares 5,592 Est. Cost $345.96 Unrealized -19.1%
AXP American Express Co 0.4%
Value $1.592M Shares 4,305 Est. Cost $271.02 Unrealized +31.7%
HD Home Depot Inc/The 0.4%
Value $1.449M Shares 4,211 Est. Cost $343.17 Unrealized +6.2%
EMR Emerson Electric Co 0.3%
Value $1.202M Shares 9,056 Est. Cost $73.50 Unrealized +80.1%
AMGN Amgen Inc 0.3%
Value $1.196M Shares 3,653 Est. Cost $216.75 Unrealized +45.8%
KO Coca-Cola Co/The 0.3%
Value $1.13M Shares 16,162 Est. Cost $57.58 Unrealized +20.5%
WFC Wells Fargo & Co 0.3%
Value $1.08M Shares 11,593 Est. Cost $60.67 Unrealized +42.8%
TSCO TRACTOR SUPPLY CO 0.3%
Value $1.04M Shares 20,789 Est. Cost $51.89 Unrealized +3.5%
FISV Fiserv Inc 0.3%
Value $1.038M Shares 15,454 Est. Cost $103.93 Unrealized -19.3%
CAT Caterpillar Inc 0.3%
Value $960K Shares 1,676 Est. Cost $303.20 Unrealized +83.2%
MMM 3M CO 0.2%
Value $899K Shares 5,618 Est. Cost $104.83 Unrealized +55.7%
LRCX Lam Research Corp 0.2%
Value $826K Shares 4,825 Est. Cost $91.14 Unrealized +70.5%
BKNG Booking Holdings Inc 0.2%
Value $718K Shares 134 Est. Cost $4863.00 Unrealized +5.7%
ETN Eaton Corp PLC 0.2%
Value $704K Shares 2,210 Est. Cost $173.46 Unrealized +104.3%
TSLA Tesla Inc 0.2%
Value $687K Shares 1,528 Est. Cost $425.21 Unrealized +4.3%
PEP PepsiCo Inc 0.2%
Value $653K Shares 4,550 Est. Cost $140.56 Unrealized +3.8%
UNP UNION PAC CORP COM 0.2%
Value $652K Shares 2,820 Est. Cost $216.10 Unrealized +5.2%
BLK Blackrock Inc 0.2%
Value $620K Shares 579 Est. Cost $1033.45 Unrealized +5.4%
GE GE AEROSPACE 0.2%
Value $575K Shares 1,866 Est. Cost $241.78 Unrealized +24.4%
NXPI NXP Semiconductors NV 0.2%
Value $555K Shares 2,559 Est. Cost $200.12 Unrealized +6.8%
ORCL Oracle Corp 0.1%
Value $527K Shares 2,706 Est. Cost $127.95 Unrealized +86.1%
ABBV AbbVie Inc 0.1%
Value $492K Shares 2,155 Est. Cost $215.26 Unrealized +5.7%
MA Mastercard Inc 0.1%
Value $476K Shares 833 Est. Cost $552.75 Unrealized +1.1%
BAC Bank of America Corp 0.1%
Value $470K Shares 8,537 Est. Cost $48.27 Unrealized +9.1%
MPC MARATHON PETROLEUM CORP COM USD0.01 0.1%
Value $459K Shares 2,821 Est. Cost $114.48 Unrealized +62.8%
XLF SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 0.1%
Value $409K Shares 7,470 Est. Cost $37.36 Unrealized
RTX RTX Corp 0.1%
Value $387K Shares 2,109 Est. Cost $146.12 Unrealized +18.6%
COST Costco Wholesale Corp 0.1%
Value $386K Shares 448 Est. Cost $808.00 Unrealized +12.1%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value $383K Shares 1,321 Est. Cost $197.50 Unrealized +42.1%
UNH UnitedHealth Group Inc 0.1%
Value $355K Shares 1,076 Est. Cost $371.60 Unrealized -9.3%
TGT TARGET CORP 0.1%
Value $343K Shares 3,507 Est. Cost $149.59 Unrealized -38.7%
GEV GE Vernova Inc 0.1%
Value $342K Shares 523 Est. Cost $504.87 Unrealized +20.6%
BA Boeing Co/The 0.1%
Value $337K Shares 1,550 Est. Cost $207.36 Unrealized -0.8%
UBER Uber Technologies Inc 0.1%
Value $320K Shares 3,916 Est. Cost $65.32 Unrealized +37.8%
DEO Diageo PLC 0.1%
Value $309K Shares 3,581 Est. Cost $165.25 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.1%
Value $304K Shares 1,880 Est. Cost $111.88 Unrealized +39.6%
GS Goldman Sachs Group Inc/The 0.1%
Value $304K Shares 346 Est. Cost $628.10 Unrealized +29.5%
DIS Walt Disney Co/The 0.1%
Value $304K Shares 2,672 Est. Cost $111.06 Unrealized -1.4%
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.1%
Value $292K Shares 596 Est. Cost $489.58 Unrealized -3.2%
PM Philip Morris International Inc 0.1%
Value $280K Shares 1,746 Est. Cost $149.50 Unrealized +2.7%
MU Micron Technology Inc 0.1%
Value $272K Shares 952 Est. Cost $222.21 Unrealized +3.2%
C Citigroup Inc 0.1%
Value $271K Shares 2,319 Est. Cost $95.08 Unrealized +9.0%
ANET Arista Networks Inc 0.1%
Value $269K Shares 2,053 Est. Cost $116.97 Unrealized +17.7%
PFE Pfizer Inc 0.1%
Value $257K Shares 10,313 Est. Cost $29.53 Unrealized -15.2%
NFLX Netflix Inc 0.1%
Value $251K Shares 2,680 Est. Cost $106.87 Unrealized +0.9%
CRM Salesforce Inc 0.1%
Value $247K Shares 933 Est. Cost $246.19 Unrealized +0.8%
DHR DANAHER CORPORATION COM 0.1%
Value $239K Shares 1,045 Est. Cost $239.67 Unrealized -8.4%
ABT Abbott Laboratories 0.1%
Value $239K Shares 1,904 Est. Cost $126.35 Unrealized +0.8%
DE DEERE & CO 0.1%
Value $233K Shares 500 Est. Cost $388.30 Unrealized +20.4%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $229K Shares 335 Est. Cost $525.73 Unrealized
PGR Progressive Corp/The 0.1%
Value $222K Shares 1,019 Est. Cost $177.59 Unrealized +19.6%
SCHW Charles Schwab Corp/The 0.1%
Value $215K Shares 2,148 Est. Cost $89.30 Unrealized +6.1%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.1%
Value $215K Shares 1,100 Est. Cost $187.78 Unrealized +3.9%
PLTR Palantir Technologies Inc 0.1%
Value $212K Shares 1,190 Est. Cost $180.70 Unrealized +0.2%
ISRG Intuitive Surgical Inc 0.1%
Value $202K Shares 357 Est. Cost $526.45 Unrealized +1.1%
T AT&T Inc 0.1%
Value $200K Shares 8,065 Est. Cost $24.85 Unrealized +1.8%
GILD Gilead Sciences Inc 0.1%
Value $194K Shares 1,584 Est. Cost $115.28 Unrealized +4.9%
SPGI S&P Global Inc 0.1%
Value $187K Shares 357 Est. Cost $491.29 Unrealized +0.6%
AMAT Applied Materials Inc 0.1%
Value $183K Shares 714 Est. Cost $233.96 Unrealized +2.4%
INTC Intel Corp 0.0%
Value $167K Shares 4,522 Est. Cost $37.69 Unrealized +0.2%
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF 0.0%
Value $167K Shares 1,120 Est. Cost $115.30 Unrealized
APP AppLovin Corp 0.0%
Value $160K Shares 238 Est. Cost $630.10 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value $158K Shares 238 Est. Cost $653.31 Unrealized +1.1%
BSX Boston Scientific Corp 0.0%
Value $148K Shares 1,547 Est. Cost $96.41 Unrealized +1.7%
APH Amphenol Corp 0.0%
Value $145K Shares 1,071 Est. Cost $133.23 Unrealized +0.2%
TXN Texas Instruments Inc 0.0%
Value $131K Shares 757 Est. Cost $166.45 Unrealized +2.6%
SRE SEMPRA COM 0.0%
Value $123K Shares 1,395 Est. Cost $67.30 Unrealized +34.5%
PNC PNC FINANCIAL SERVICES GROUP COM USD5 0.0%
Value $118K Shares 564 Est. Cost $164.57 Unrealized +17.1%
CMCSA COMCAST CORP 0.0%
Value $116K Shares 3,893 Est. Cost $39.54 Unrealized -27.8%
NOW ServiceNow Inc 0.0%
Value $116K Shares 755 Est. Cost $168.15 Unrealized +2.0%
MDLZ MONDELEZ INTL INC COM NPV 0.0%
Value $115K Shares 2,137 Est. Cost $65.63 Unrealized -13.1%
VLO VALERO ENERGY CORP COM 0.0%
Value $114K Shares 700 Est. Cost $113.22 Unrealized +49.1%
FCX Freeport-McMoRan Inc 0.0%
Value $109K Shares 2,142 Est. Cost $43.15 Unrealized +0.4%
SOLV SOLVENTUM CORP COM SHS 0.0%
Value $106K Shares 1,342 Est. Cost $60.70 Unrealized +26.2%
AWK AMERICAN WATER WORKS COMPANY INC COM USD0.01 0.0%
Value $106K Shares 810 Est. Cost $133.15 Unrealized +0.0%
BX BLACKSTONE INC 0.0%
Value $104K Shares 673 Est. Cost $78.84 Unrealized +92.1%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value $102K Shares 350 Est. Cost $290.22 Unrealized
NOC NORTHROP GRUMMAN CORP COM USD1 0.0%
Value $96,936 Shares 170 Est. Cost $563.27 Unrealized +2.8%
IWF ISHARES TR RUS 1000 GRW ETF 0.0%
Value $92,294 Shares 195 Est. Cost $236.33 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value $70,294 Shares 200 Est. Cost $253.97 Unrealized +43.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value $70,228 Shares 400 Est. Cost $200.75 Unrealized -10.2%
XPO XPO INC 0.0%
Value $68,635 Shares 505 Est. Cost $69.02 Unrealized +97.4%
CSX CSX CORP COM USD1 0.0%
Value $65,250 Shares 1,800 Est. Cost $30.29 Unrealized +17.9%
YUM YUM! BRANDS INC 0.0%
Value $60,512 Shares 400 Est. Cost $120.50 Unrealized +22.5%
ECL ECOLAB INC 0.0%
Value $59,067 Shares 225 Est. Cost $249.68 Unrealized +6.4%
HRL HORMEL FOODS CORP 0.0%
Value $56,880 Shares 2,400 Est. Cost $29.46 Unrealized -20.9%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $55,763 Shares 123 Est. Cost $351.47 Unrealized +22.6%
HSY HERSHEY COMPANY COM USD1.00 0.0%
Value $54,594 Shares 300 Est. Cost $159.26 Unrealized +14.3%
GD GENERAL DYNAMICS CORP COM 0.0%
Value $52,856 Shares 157 Est. Cost $264.80 Unrealized +28.7%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $50,142 Shares 497 Est. Cost $131.73 Unrealized -17.7%
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.0%
Value $49,011 Shares 223 Est. Cost $182.61 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value $47,873 Shares 375 Est. Cost $115.93 Unrealized +6.8%
ALL ALLSTATE CORP COM USD0.01 0.0%
Value $47,666 Shares 229 Est. Cost $194.05 Unrealized +5.2%
CL COLGATE-PALMOLIVE CO COM 0.0%
Value $47,412 Shares 600 Est. Cost $70.61 Unrealized +10.9%
GRMN GARMIN LTD COM CHF10.00 0.0%
Value $47,061 Shares 232 Est. Cost $196.26 Unrealized +10.4%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value $46,407 Shares 99 Est. Cost $251.50 Unrealized +102.5%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value $43,814 Shares 2,657 Est. Cost $17.16 Unrealized
MCK MCKESSON CORP 0.0%
Value $38,554 Shares 47 Est. Cost $300.27 Unrealized +171.6%
CPRT COPART INC COM USD0.0001 0.0%
Value $34,844 Shares 890 Est. Cost $43.79 Unrealized -5.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value $33,443 Shares 620 Est. Cost $62.47 Unrealized -23.9%
TDG TRANSDIGM GROUP INC 0.0%
Value $33,246 Shares 25 Est. Cost $615.14 Unrealized +113.1%
TMUS T-MOBILE US INC COM 0.0%
Value $32,689 Shares 161 Est. Cost $122.06 Unrealized +73.1%
FLEX FLEX LTD COM USD0.01 0.0%
Value $31,479 Shares 521 Est. Cost $24.32 Unrealized +154.0%
LOW LOWES COMPANIES INC COM USD0.50 0.0%
Value $30,145 Shares 125 Est. Cost $211.49 Unrealized +13.4%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value $27,773 Shares 280 Est. Cost $158.37 Unrealized -41.4%
NTES NETEASE INC SPON ADR EACH REP 25 ORD SHS 0.0%
Value $27,524 Shares 200 Est. Cost $90.24 Unrealized
MFC MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519 0.0%
Value $27,137 Shares 748 Est. Cost $22.18 Unrealized +53.0%
ROST ROSS STORES INC 0.0%
Value $27,021 Shares 150 Est. Cost $102.11 Unrealized +63.1%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value $26,843 Shares 508 Est. Cost $45.56 Unrealized +21.9%
KLAC KLA CORP COM NEW 0.0%
Value $25,517 Shares 21 Est. Cost $338.51 Unrealized +246.2%
MRVL MARVELL TECHNOLOGY INC COM 0.0%
Value $25,494 Shares 300 Est. Cost $68.66 Unrealized +27.4%
WEX WEX INC 0.0%
Value $25,476 Shares 171 Est. Cost $163.08 Unrealized -7.6%
UL UNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT) 0.0%
Value $23,740 Shares 363 Est. Cost $65.40 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value $23,403 Shares 250 Est. Cost $82.19 Unrealized +9.5%
TYL TYLER TECHNOLOGIES INC 0.0%
Value $22,698 Shares 50 Est. Cost $449.60 Unrealized +6.0%
EME EMCOR GROUP INC COM STK USD0.01 0.0%
Value $22,636 Shares 37 Est. Cost $116.28 Unrealized +456.8%
MTZ MASTEC INC COM USD0.10 0.0%
Value $22,606 Shares 104 Est. Cost $87.37 Unrealized +140.2%
EOG EOG RESOURCES INC 0.0%
Value $22,052 Shares 210 Est. Cost $96.49 Unrealized +11.1%
CP CANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09 0.0%
Value $21,205 Shares 288 Est. Cost $76.24 Unrealized -3.5%
CVS CVS HEALTH CORPORATION COM USD0.01 0.0%
Value $21,110 Shares 266 Est. Cost $75.23 Unrealized +4.6%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $18,455 Shares 225 Est. Cost $70.21 Unrealized +11.0%
GLP GLOBAL PARTNERS LP COM UNITS 0.0%
Value $16,740 Shares 400 Est. Cost $48.00 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP 0.0%
Value $15,392 Shares 400 Est. Cost $38.22 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value $14,672 Shares 150 Est. Cost $130.14 Unrealized -21.0%
SOLS SOLSTICE ADVANCED MATLS INC COM SHS 0.0%
Value $13,262 Shares 273 Est. Cost $47.08 Unrealized 0.0%
APAM ARTISAN PARTNERS ASSET MANAGEMENT INC 0.0%
Value $12,222 Shares 300 Est. Cost $36.88 Unrealized +10.4%
DUK DUKE ENERGY CORP NEW COM NEW ISIN #US26441C2044 SEDOL #B7JZSK0 0.0%
Value $12,190 Shares 104 Est. Cost $89.76 Unrealized +35.4%
CPA COPA HOLDINGS SA 0.0%
Value $12,061 Shares 100 Est. Cost $95.21 Unrealized +27.4%
IBN ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS 0.0%
Value $11,920 Shares 400 Est. Cost $29.86 Unrealized
VTRS VIATRIS INC COM 0.0%
Value $11,479 Shares 922 Est. Cost $9.52 Unrealized +12.6%
CNI CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632 0.0%
Value $9,885 Shares 100 Est. Cost $96.01 Unrealized +0.1%
SU SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2 0.0%
Value $9,138 Shares 206 Est. Cost $29.47 Unrealized +43.4%
XLK SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value $8,638 Shares 60 Est. Cost $161.15 Unrealized
ARE ALEXANDRIA REAL ESTATE EQUITIES COM USD0.01 0.0%
Value $8,589 Shares 175 Est. Cost $108.33 Unrealized -46.4%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value $7,400 Shares 200 Est. Cost $61.66 Unrealized -41.3%
XLE SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $6,707 Shares 150 Est. Cost $44.71 Unrealized
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value $6,002 Shares 75 Est. Cost $66.01 Unrealized
VLTO VERALTO CORP COM SHS 0.0%
Value $5,987 Shares 60 Est. Cost $73.75 Unrealized +37.0%
MO ALTRIA GROUP INC 0.0%
Value $5,766 Shares 100 Est. Cost $48.02 Unrealized +23.6%
TGTX TG THERAPEUTICS INC 0.0%
Value $5,366 Shares 180 Est. Cost $28.70 Unrealized +13.8%
Q QNITY ELECTRONICS INC COMMON STOCK 0.0%
Value $5,226 Shares 64 Est. Cost $84.91 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value $4,803 Shares 87 Est. Cost $60.21 Unrealized -13.9%
NXT NEXTPOWER INC. CLASS A COMMON STOCK 0.0%
Value $4,530 Shares 52 Est. Cost $52.64 Unrealized +72.2%
XLB SELECT SECTOR SPDR TRUST STATE STREET MATERIALS SELECT SECTOR SPDR ETF 0.0%
Value $3,401 Shares 75 Est. Cost $45.35 Unrealized
SYY SYSCO CORP 0.0%
Value $3,390 Shares 46 Est. Cost $67.13 Unrealized +12.5%
CTVA CORTEVA INC COM 0.0%
Value $3,150 Shares 47 Est. Cost $61.26 Unrealized +5.4%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value $3,061 Shares 36 Est. Cost $80.02 Unrealized +5.0%
OMC OMNICOM GROUP INC COM USD0.15 0.0%
Value $2,746 Shares 34 Est. Cost $75.76 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value $2,245 Shares 8 Est. Cost $205.70 Unrealized +40.3%
NKE NIKE INC CLASS B COM NPV 0.0%
Value $1,911 Shares 30 Est. Cost $106.59 Unrealized -39.1%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value $1,897 Shares 70 Est. Cost $25.37 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value $1,627 Shares 6 Est. Cost $155.31 Unrealized +61.4%
RAL RALLIANT CORP COM 0.0%
Value $1,476 Shares 29 Est. Cost $44.46 Unrealized +5.4%
MICC MAGNUM ICE CREAM CO NV (THE) ORD EUR3.50 (DI) 0.0%
Value $1,300 Shares 82 Est. Cost $15.68 Unrealized 0.0%
IP INTERNATIONAL PAPER CO COM 0.0%
Value $1,064 Shares 27 Est. Cost $48.00 Unrealized -14.9%
WAB WABTEC COM 0.0%
Value $854 Shares 4 Est. Cost $205.33 Unrealized 0.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $786 Shares 9 Est. Cost $81.18 Unrealized +9.9%
SLVM SYLVAMO CORP COMMON STOCK 0.0%
Value $481 Shares 10 Est. Cost $54.69 Unrealized -17.6%