Saranac Partners Ltd Quant / Systematic

CIK: 0002098745 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 6, 2026

Total Value ($000): $255,814 (100.0% shares, 0.0% debt)

Holdings (77)

Increased Positions (43)

GOOGL ALPHABET INC 6.2%
Value ($000) $15,751 (+57.4%) Shares 50,310 (+22.3%) Est. Cost $139.75 Unrealized +104.4%
AMZN AMAZON COM INC 3.7%
Value ($000) $9,425 (+72.4%) Shares 40,807 (+64.1%) Est. Cost $177.49 Unrealized +28.9%
AME AMETEK INC 3.2%
Value ($000) $8,273 (+71.2%) Shares 40,183 (+56.1%) Est. Cost $169.58 Unrealized +14.6%
ISRG INTUITIVE SURGICAL INC 2.7%
Value ($000) $6,850 (+58.4%) Shares 12,065 (+24.4%) Est. Cost $520.58 Unrealized +2.3%
QCOM QUALCOMM INC 2.8%
Value ($000) $7,224 (+43.2%) Shares 42,137 (+38.8%) Est. Cost $162.54 Unrealized +5.1%
TSM TAIWAN SEMICONDUCTOR MFG 2.9%
Value ($000) $7,450 (+39.0%) Shares 24,544 (+27.5%) Est. Cost $221.48 Unrealized
MSFT MICROSOFT CORP 5.5%
Value ($000) $14,149 (+16.8%) Shares 29,225 (+24.8%) Est. Cost $440.29 Unrealized +13.7%
MA MASTERCARD INCORPORATED 4.0%
Value ($000) $10,126 (+24.1%) Shares 17,703 (+23.4%) Est. Cost $526.86 Unrealized +6.1%
LVS LAS VEGAS SANDS CORP 2.5%
Value ($000) $6,462 (+43.6%) Shares 99,082 (+18.9%) Est. Cost $52.40 Unrealized +16.8%
TJX TJX COS INC NEW 3.7%
Value ($000) $9,462 (+26.1%) Shares 61,435 (+18.2%) Est. Cost $123.10 Unrealized +20.0%
WMT WALMART INC 3.4%
Value ($000) $8,570 (+27.4%) Shares 76,790 (+17.6%) Est. Cost $89.70 Unrealized +19.5%
ABBV ABBVIE INC 3.5%
Value ($000) $8,979 (+25.5%) Shares 39,243 (+26.3%) Est. Cost $162.33 Unrealized +40.2%
ICE INTERCONTINENTAL EXCHANGE 3.3%
Value ($000) $8,509 (+24.2%) Shares 52,479 (+29.0%) Est. Cost $157.74 Unrealized -1.0%
AMAT APPLIED MATLS INC 2.5%
Value ($000) $6,316 (+30.8%) Shares 24,487 (+3.8%) Est. Cost $159.02 Unrealized +50.6%
COR CENCORA INC 0.6%
Value ($000) $1,634 (+859.2%) Shares 4,837 (+787.5%) Est. Cost $335.31 Unrealized +1.6%
BSX BOSTON SCIENTIFIC CORP 2.9%
Value ($000) $7,311 (+22.9%) Shares 76,646 (+25.6%) Est. Cost $68.15 Unrealized +43.9%
DHR DANAHER CORPORATION 2.3%
Value ($000) $5,774 (+28.7%) Shares 25,192 (+10.2%) Est. Cost $235.51 Unrealized -6.8%
ADBE ADOBE INC 2.1%
Value ($000) $5,348 (+26.1%) Shares 15,264 (+27.3%) Est. Cost $384.41 Unrealized -11.5%
SPGI S&P GLOBAL INC 0.5%
Value ($000) $1,205 (+650.1%) Shares 2,305 (+598.5%) Est. Cost $495.48 Unrealized -0.3%
HBAN HUNTINGTON BANCSHARES INC 2.3%
Value ($000) $5,908 (+19.8%) Shares 339,645 (+19.1%) Est. Cost $15.75 Unrealized +3.4%
TT TRANE TECHNOLOGIES PLC 2.4%
Value ($000) $6,216 (+18.3%) Shares 15,935 (+27.6%) Est. Cost $423.79 Unrealized -2.4%
AAPL APPLE INC 3.4%
Value ($000) $8,578 (+11.8%) Shares 31,501 (+4.5%) Est. Cost $202.59 Unrealized +32.5%
UNH UNITEDHEALTH GROUP INC 2.3%
Value ($000) $5,880 (+17.7%) Shares 17,821 (+23.1%) Est. Cost $475.54 Unrealized -29.1%
ECL ECOLAB INC 2.5%
Value ($000) $6,505 (+15.3%) Shares 24,744 (+20.0%) Est. Cost $250.44 Unrealized +6.1%
TRMB TRIMBLE INC 1.9%
Value ($000) $4,737 (+19.1%) Shares 60,199 (+23.6%) Est. Cost $73.83 Unrealized +7.9%
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $1,587 (+55.7%) Shares 2,523 (+51.2%) Est. Cost $575.22 Unrealized
ORCL ORACLE CORP 1.9%
Value ($000) $4,909 (-10.3%) Shares 25,177 (+29.5%) Est. Cost $187.46 Unrealized +27.0%
CDNS CADENCE DESIGN SYSTEM INC 1.9%
Value ($000) $4,783 (+12.1%) Shares 15,262 (+25.5%) Est. Cost $286.32 Unrealized +14.0%
NOW SERVICENOW INC 1.4%
Value ($000) $3,601 (-10.7%) Shares 23,460 (+438.0%) Est. Cost $177.07 Unrealized -3.1%
TTE TOTALENERGIES SE 0.4%
Value ($000) $977 (+44.6%) Shares 20,620 (+85.5%) Est. Cost $62.37 Unrealized +1.4%
META META PLATFORMS INC 0.5%
Value ($000) $1,299 (+16.0%) Shares 1,968 (+29.0%) Est. Cost $604.31 Unrealized +10.4%
NKE NIKE INC 0.3%
Value ($000) $672 (+18.6%) Shares 10,550 (+29.8%) Est. Cost $73.41 Unrealized -11.6%
VWO VANGUARD INTL EQUITY INDEX 0.4%
Value ($000) $1,146 (+9.4%) Shares 21,319 (+10.0%) Est. Cost $46.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $367 (+27.7%) Shares 6,806 (+6.7%) Est. Cost $55.49 Unrealized -14.4%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $339 (+23.3%) Shares 1,637 (+10.5%) Est. Cost $156.47 Unrealized +25.9%
KO COCA COLA CO 0.2%
Value ($000) $471 (+15.1%) Shares 6,732 (+9.2%) Est. Cost $69.69 Unrealized -0.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $288 (+24.3%) Shares 3,725 (+10.2%) Est. Cost $61.83 Unrealized +19.3%
HD HOME DEPOT INC 0.1%
Value ($000) $344 (-8.0%) Shares 998 (+8.1%) Est. Cost $385.49 Unrealized -5.4%
CCEP COCA-COLA EUROPACIFIC 0.1%
Value ($000) $325 (+5.6%) Shares 3,708 (+9.1%) Est. Cost $91.19 Unrealized -1.7%
VCIT VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,401 (+0.9%) Shares 16,720 (+1.3%) Est. Cost $80.31 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $552 (+2.4%) Shares 11,728 (+2.1%) Est. Cost $45.72 Unrealized
PANW PALO ALTO NETWORKS INC 0.3%
Value ($000) $662 (+1.9%) Shares 3,596 (+12.7%) Est. Cost $190.06 Unrealized +6.1%
ABT ABBOTT LABS 0.2%
Value ($000) $544 (-1.3%) Shares 4,335 (+5.5%) Est. Cost $104.68 Unrealized +21.6%

Exited Positions (250)

IRRRF iShares III PLC - iShares Core MSCI World UCITS ETF 24.7%
Value ($000) $63,173 Shares 501,743 Est. Cost $125.91 Unrealized
IMBXF iShares IV PLC - iShares US Mortgage Backed Securities UCITS ETF 23.1%
Value ($000) $59,157 Shares 10,788,157 Est. Cost $5.48 Unrealized
ISAPF iShares PLC - iShares Core MSCI EM IMI UCITS ETF 8.5%
Value ($000) $21,664 Shares 501,020 Est. Cost $43.24 Unrealized
ISCXF iShares PLC - iShares USD Corp Bond UCITS ETF 5.1%
Value ($000) $13,137 Shares 2,093,887 Est. Cost $6.27 Unrealized
RYDAF Shell PLC 3.2%
Value ($000) $8,198 Shares 229,063 Est. Cost $35.75 Unrealized +2.6%
ESOCF Enel S.p.A. 2.9%
Value ($000) $7,509 Shares 794,265 Est. Cost $9.20 Unrealized +10.8%
IEMXF iShares VI PLC - iShares Edge MSCI World Minimum Volatility UCITS ETF 2.9%
Value ($000) $7,292 Shares 99,361 Est. Cost $73.39 Unrealized
BAESF BAE Systems PLC 2.8%
Value ($000) $7,160 Shares 259,233 Est. Cost $24.90 Unrealized -3.8%
IITSF Intesa Sanpaolo SpA 2.7%
Value ($000) $6,947 Shares 1,055,118 Est. Cost $6.21 Unrealized +6.4%
United States of America 2.6%
Value ($000) $6,718 Shares 6,900,000 Est. Cost $0.97 Unrealized
DTEGF Deutsche Telekom AG 2.5%
Value ($000) $6,395 Shares 187,949 Est. Cost $35.90 Unrealized -9.2%
LRLCF L'Oreal S.A. 2.3%
Value ($000) $5,809 Shares 13,453 Est. Cost $445.49 Unrealized -3.1%
PRYMF Prysmian S.p.A. 2.3%
Value ($000) $5,777 Shares 58,436 Est. Cost $85.45 Unrealized +18.6%
AIQUF Air Liquide SA 2.2%
Value ($000) $5,699 Shares 27,471 Est. Cost $204.88 Unrealized -5.3%
United States of America 2.1%
Value ($000) $5,485 Shares 5,500,000 Est. Cost $1.00 Unrealized
HESAF Hermes International SA 1.8%
Value ($000) $4,557 Shares 1,860 Est. Cost $2556.03 Unrealized -2.8%
VNGDF Vanguard Funds PLC - Vanguard S&P 500 UCITS ETF 1.7%
Value ($000) $4,229 Shares 33,524 Est. Cost $126.16 Unrealized
PSHZF Pershing Square Holdings Ltd 1.3%
Value ($000) $3,250 Shares 61,664 Est. Cost $52.70 Unrealized
VODPF Vodafone Group PLC 1.2%
Value ($000) $2,943 Shares 2,537,390 Est. Cost $1.14 Unrealized +4.0%
KYCCF Keyence Corp 1.1%
Value ($000) $2,901 Shares 7,765 Est. Cost $382.05 Unrealized -3.4%
United States of America 1.0%
Value ($000) $2,472 Shares 2,406,000 Est. Cost $1.03 Unrealized
Sabine Pass Liquefaction LLC 0.9%
Value ($000) $2,225 Shares 2,206,000 Est. Cost $1.01 Unrealized
BPAQF BP PLC 0.8%
Value ($000) $2,127 Shares 371,188 Est. Cost $5.45 Unrealized +4.9%
United States of America 0.8%
Value ($000) $2,000 Shares 2,023,000 Est. Cost $0.99 Unrealized
United States of America 0.8%
Value ($000) $1,994 Shares 1,500,000 Est. Cost $1.33 Unrealized
United States of America 0.8%
Value ($000) $1,933 Shares 1,962,000 Est. Cost $0.99 Unrealized
IEQWF iShares III PLC - iShares S&P 500 Equal Weight UCITS ETF 0.7%
Value ($000) $1,885 Shares 277,518 Est. Cost $6.79 Unrealized
United States of America 0.7%
Value ($000) $1,822 Shares 1,858,000 Est. Cost $0.98 Unrealized
United States of America 0.7%
Value ($000) $1,762 Shares 1,717,000 Est. Cost $1.03 Unrealized
Viatris Inc 0.7%
Value ($000) $1,721 Shares 1,708,000 Est. Cost $1.01 Unrealized
T-Mobile USA Inc 0.7%
Value ($000) $1,685 Shares 1,688,000 Est. Cost $1.00 Unrealized
United States of America 0.6%
Value ($000) $1,628 Shares 1,631,000 Est. Cost $1.00 Unrealized
AT&T Inc 0.6%
Value ($000) $1,533 Shares 1,566,000 Est. Cost $0.98 Unrealized
United States of America 0.6%
Value ($000) $1,518 Shares 1,500,000 Est. Cost $1.01 Unrealized
Bank of America Corp 0.6%
Value ($000) $1,417 Shares 1,400,000 Est. Cost $1.01 Unrealized
Centene Corp 0.5%
Value ($000) $1,367 Shares 1,370,000 Est. Cost $1.00 Unrealized
United States of America 0.5%
Value ($000) $1,353 Shares 1,310,000 Est. Cost $1.03 Unrealized
Methanex Corp 0.5%
Value ($000) $1,216 Shares 1,200,000 Est. Cost $1.01 Unrealized
T-Mobile USA Inc 0.5%
Value ($000) $1,188 Shares 1,150,000 Est. Cost $1.03 Unrealized
ISVQF iShares IV PLC - iShares USD Short Duration Corp Bond UCITS ETF 0.4%
Value ($000) $1,117 Shares 178,947 Est. Cost $6.24 Unrealized
Vodafone Group PLC 0.4%
Value ($000) $1,090 Shares 1,000,000 Est. Cost $1.09 Unrealized
PulteGroup Inc 0.4%
Value ($000) $1,078 Shares 1,073,000 Est. Cost $1.00 Unrealized
Celanese US Holdings LLC 0.4%
Value ($000) $1,059 Shares 1,000,000 Est. Cost $1.06 Unrealized
RWNFF RWE AG 0.4%
Value ($000) $1,032 Shares 23,218 Est. Cost $41.81 Unrealized +19.1%
United States of America 0.4%
Value ($000) $1,010 Shares 1,000,000 Est. Cost $1.01 Unrealized
Haemonetics Corp 0.4%
Value ($000) $982 Shares 1,000,000 Est. Cost $0.98 Unrealized
Sea Ltd 0.4%
Value ($000) $966 Shares 1,000,000 Est. Cost $0.97 Unrealized
QuantumScape Corporation 0.4%
Value ($000) $955 Shares 900,000 Est. Cost $1.06 Unrealized
Confluent Inc 0.4%
Value ($000) $930 Shares 1,000,000 Est. Cost $0.93 Unrealized
Morgan Stanley 0.4%
Value ($000) $900 Shares 888,000 Est. Cost $1.01 Unrealized
AZN AstraZeneca PLC 0.3%
Value ($000) $876 Shares 5,817 Est. Cost $149.26 Unrealized +16.0%
DigitalOcean Holdings Inc 0.3%
Value ($000) $870 Shares 925,000 Est. Cost $0.94 Unrealized
United States of America 0.3%
Value ($000) $806 Shares 800,000 Est. Cost $1.01 Unrealized
Fiserv Inc 0.3%
Value ($000) $801 Shares 800,000 Est. Cost $1.00 Unrealized
Morgan Stanley 0.3%
Value ($000) $787 Shares 790,000 Est. Cost $1.00 Unrealized
American Express Co 0.3%
Value ($000) $786 Shares 800,000 Est. Cost $0.98 Unrealized
United Rentals Inc 0.3%
Value ($000) $761 Shares 800,000 Est. Cost $0.95 Unrealized
BABAF Alibaba Group Holding Ltd 0.3%
Value ($000) $750 Shares 32,950 Est. Cost $16.47 Unrealized +24.3%
RYLPF Royal Philips NV 0.3%
Value ($000) $735 Shares 27,161 Est. Cost $26.65 Unrealized +2.0%
NONOF Novo Nordisk A/S 0.3%
Value ($000) $729 Shares 13,431 Est. Cost $58.38 Unrealized -12.4%
United States of America 0.3%
Value ($000) $718 Shares 700,000 Est. Cost $1.03 Unrealized
Methanex Corp 0.3%
Value ($000) $718 Shares 700,000 Est. Cost $1.03 Unrealized
Kinross Gold Corp 0.3%
Value ($000) $710 Shares 700,000 Est. Cost $1.01 Unrealized
United States of America 0.3%
Value ($000) $688 Shares 704,000 Est. Cost $0.98 Unrealized
SNNUF Smith & Nephew PLC 0.3%
Value ($000) $673 Shares 37,384 Est. Cost $16.56 Unrealized -1.4%
United Rentals North America Inc 0.3%
Value ($000) $672 Shares 667,000 Est. Cost $1.01 Unrealized
United States of America 0.3%
Value ($000) $669 Shares 680,000 Est. Cost $0.98 Unrealized
ENGQF ENGIE SA 0.3%
Value ($000) $668 Shares 31,164 Est. Cost $22.27 Unrealized +8.9%
Ford Motor Co 0.3%
Value ($000) $668 Shares 662,000 Est. Cost $1.01 Unrealized
DASTF Dassault Systemes SE 0.3%
Value ($000) $660 Shares 19,688 Est. Cost $33.41 Unrealized -13.7%
Tapestry Inc 0.2%
Value ($000) $639 Shares 700,000 Est. Cost $0.91 Unrealized
ELCPF EDP S.A 0.2%
Value ($000) $621 Shares 130,884 Est. Cost $4.28 Unrealized +7.3%
United States of America 0.2%
Value ($000) $609 Shares 600,000 Est. Cost $1.02 Unrealized
MBFJF Mitsubishi UFJ Financial Group Inc 0.2%
Value ($000) $607 Shares 37,425 Est. Cost $14.57 Unrealized +6.8%
Dell International LLC/EMC Corp 0.2%
Value ($000) $604 Shares 600,000 Est. Cost $1.01 Unrealized
United States of America 0.2%
Value ($000) $602 Shares 600,000 Est. Cost $1.00 Unrealized
United States of America 0.2%
Value ($000) $594 Shares 595,000 Est. Cost $1.00 Unrealized
SAFRF SAFRAN SA 0.2%
Value ($000) $578 Shares 1,640 Est. Cost $333.04 Unrealized +4.6%
HBCYF HSBC Holdings PLC 0.2%
Value ($000) $574 Shares 40,825 Est. Cost $12.82 Unrealized +10.5%
AXAHF AXA SA 0.2%
Value ($000) $552 Shares 11,566 Est. Cost $47.91 Unrealized -4.2%
United States of America 0.2%
Value ($000) $525 Shares 600,000 Est. Cost $0.88 Unrealized
Esperion Therapeutics Inc 0.2%
Value ($000) $501 Shares 500,000 Est. Cost $1.00 Unrealized
RLXXF RELX PLC 0.2%
Value ($000) $491 Shares 10,249 Est. Cost $49.32 Unrealized -13.6%
Airbnb Inc 0.2%
Value ($000) $490 Shares 500,000 Est. Cost $0.98 Unrealized
Block Inc 0.2%
Value ($000) $486 Shares 500,000 Est. Cost $0.97 Unrealized
TCEHY Tencent Holdings Ltd 0.2%
Value ($000) $481 Shares 5,644 Est. Cost $85.15 Unrealized
Unity Software Inc 0.2%
Value ($000) $473 Shares 500,000 Est. Cost $0.95 Unrealized
PROSF Prosus N.V. 0.2%
Value ($000) $465 Shares 6,607 Est. Cost $60.45 Unrealized +10.4%
NGGTF National Grid PLC 0.2%
Value ($000) $458 Shares 31,837 Est. Cost $14.44 Unrealized +6.2%
Citigroup Inc 0.2%
Value ($000) $446 Shares 400,000 Est. Cost $1.12 Unrealized
BTAFF British American Tobacco PLC 0.2%
Value ($000) $420 Shares 7,900 Est. Cost $53.86 Unrealized +2.4%
TEGNA Inc 0.2%
Value ($000) $415 Shares 420,000 Est. Cost $0.99 Unrealized
Teva Pharmaceutical Finance Netherlands III B.V 0.2%
Value ($000) $410 Shares 400,000 Est. Cost $1.03 Unrealized
Cheniere Corpus Christi Holdings LLC 0.2%
Value ($000) $410 Shares 400,000 Est. Cost $1.02 Unrealized
DuPont de Nemours Inc 0.2%
Value ($000) $406 Shares 400,000 Est. Cost $1.02 Unrealized
ISRPF iShares PLC - iShares USD Corp Bond UCITS ETF 0.2%
Value ($000) $405 Shares 3,895 Est. Cost $103.90 Unrealized
Lowe's Companies Inc 0.2%
Value ($000) $401 Shares 400,000 Est. Cost $1.00 Unrealized
Goodyear Tire & Rubber Co 0.2%
Value ($000) $399 Shares 400,000 Est. Cost $1.00 Unrealized
Oracle Corp 0.2%
Value ($000) $398 Shares 400,000 Est. Cost $1.00 Unrealized
AbbVie Inc 0.2%
Value ($000) $398 Shares 398,000 Est. Cost $1.00 Unrealized
United States of America 0.2%
Value ($000) $396 Shares 420,000 Est. Cost $0.94 Unrealized
United States of America 0.2%
Value ($000) $388 Shares 380,000 Est. Cost $1.02 Unrealized
ArcelorMittal SA 0.1%
Value ($000) $368 Shares 350,000 Est. Cost $1.05 Unrealized
Arrow Electronics Inc 0.1%
Value ($000) $359 Shares 400,000 Est. Cost $0.90 Unrealized
CPNG Coupang Inc 0.1%
Value ($000) $346 Shares 10,760 Est. Cost $30.23 Unrealized -5.9%
VAL Valaris Ltd 0.1%
Value ($000) $335 Shares 6,863 Est. Cost $48.77 Unrealized +10.0%
GLAXF GSK PLC 0.1%
Value ($000) $335 Shares 15,768 Est. Cost $19.06 Unrealized +18.4%
Oracle Corp 0.1%
Value ($000) $334 Shares 300,000 Est. Cost $1.11 Unrealized
Canadian Imperial Bank of Commerce 0.1%
Value ($000) $313 Shares 300,000 Est. Cost $1.04 Unrealized
DOGEF Orsted 0.1%
Value ($000) $311 Shares 17,380 Est. Cost $36.15 Unrealized -46.0%
Hewlett Packard Enterprise Co 0.1%
Value ($000) $308 Shares 300,000 Est. Cost $1.03 Unrealized
Tapestry Inc 0.1%
Value ($000) $308 Shares 300,000 Est. Cost $1.03 Unrealized
Sempra Energy (doing business as Sempra) 0.1%
Value ($000) $305 Shares 300,000 Est. Cost $1.02 Unrealized
Boston Properties LP 0.1%
Value ($000) $301 Shares 300,000 Est. Cost $1.00 Unrealized
United Rentals North America Inc 0.1%
Value ($000) $300 Shares 300,000 Est. Cost $1.00 Unrealized
Kraft Heinz Foods Company 0.1%
Value ($000) $300 Shares 300,000 Est. Cost $1.00 Unrealized
VCISF Vinci SA 0.1%
Value ($000) $267 Shares 1,925 Est. Cost $141.64 Unrealized -2.1%
TH Target Hospitality Corp 0.1%
Value ($000) $254 Shares 29,999 Est. Cost $8.24 Unrealized -7.9%
APPF AppFolio Inc 0.1%
Value ($000) $254 Shares 920 Est. Cost $270.12 Unrealized -12.0%
United States of America 0.1%
Value ($000) $253 Shares 250,000 Est. Cost $1.01 Unrealized
PUKPF Prudential PLC 0.1%
Value ($000) $240 Shares 17,156 Est. Cost $12.67 Unrealized +3.6%
Celanese US Holdings LLC 0.1%
Value ($000) $213 Shares 200,000 Est. Cost $1.07 Unrealized
BDRFF Beiersdorf AG 0.1%
Value ($000) $203 Shares 1,941 Est. Cost $117.87 Unrealized -9.8%
Ares Capital Corp 0.1%
Value ($000) $201 Shares 200,000 Est. Cost $1.01 Unrealized
AbbVie Inc 0.1%
Value ($000) $201 Shares 200,000 Est. Cost $1.01 Unrealized
ZFSVF Zurich Insurance Group AG 0.1%
Value ($000) $198 Shares 278 Est. Cost $713.98 Unrealized +1.5%
Charles Schwab Corp 0.1%
Value ($000) $197 Shares 200,000 Est. Cost $0.99 Unrealized
The Walt Disney Company 0.1%
Value ($000) $194 Shares 200,000 Est. Cost $0.97 Unrealized
BCLYF Barclays PLC 0.1%
Value ($000) $193 Shares 37,745 Est. Cost $4.80 Unrealized +12.9%
BABA Alibaba Group Holding Ltd 0.1%
Value ($000) $189 Shares 1,057 Est. Cost $178.73 Unrealized
RTPPF Rio Tinto PLC 0.1%
Value ($000) $185 Shares 2,812 Est. Cost $61.37 Unrealized +16.5%
SABR Sabre Corp 0.1%
Value ($000) $183 Shares 100,000 Est. Cost $2.36 Unrealized -27.0%
ISVVF iShares V PLC - iShares MSCI ACWI UCITS ETF 0.1%
Value ($000) $179 Shares 1,710 Est. Cost $104.81 Unrealized
AHODF Koninklijke Ahold Delhaize N.V. 0.1%
Value ($000) $171 Shares 4,214 Est. Cost $40.22 Unrealized +1.2%
TCTZF Tencent Holdings Ltd 0.1%
Value ($000) $170 Shares 2,000 Est. Cost $74.05 Unrealized +9.1%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $170 Shares 580 Est. Cost $297.80 Unrealized -11.1%
RHHVF Roche Holding AG 0.1%
Value ($000) $170 Shares 520 Est. Cost $324.36 Unrealized +14.4%
VGK Vanguard FTSE Europe ETF 0.1%
Value ($000) $169 Shares 2,130 Est. Cost $79.21 Unrealized
MANU Manchester United plc 0.1%
Value ($000) $169 Shares 11,140 Est. Cost $16.97 Unrealized -4.8%
TEL Te Connectivity PLC 0.1%
Value ($000) $166 Shares 758 Est. Cost $200.01 Unrealized +15.6%
UHS Universal Health Services Inc 0.1%
Value ($000) $166 Shares 810 Est. Cost $179.65 Unrealized +23.0%
SYY Sysco Corp 0.1%
Value ($000) $160 Shares 1,940 Est. Cost $78.85 Unrealized -4.2%
Cheniere Energy Inc 0.1%
Value ($000) $159 Shares 150,000 Est. Cost $1.06 Unrealized
SBGSF Schneider Electric SE 0.1%
Value ($000) $158 Shares 567 Est. Cost $265.36 Unrealized +5.7%
Boeing Co 0.1%
Value ($000) $155 Shares 150,000 Est. Cost $1.03 Unrealized
YUM Yum Brands Inc 0.1%
Value ($000) $154 Shares 1,015 Est. Cost $146.07 Unrealized +1.1%
HOCPF HOYA CORP 0.1%
Value ($000) $152 Shares 1,100 Est. Cost $131.30 Unrealized +16.8%
United Rentals North America Inc 0.1%
Value ($000) $151 Shares 150,000 Est. Cost $1.01 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $150 Shares 1,205 Est. Cost $126.80 Unrealized -14.5%
STT State Street Corp 0.1%
Value ($000) $146 Shares 1,260 Est. Cost $110.08 Unrealized +8.1%
EWU iShares MSCI United Kingdom ETF 0.1%
Value ($000) $145 Shares 3,459 Est. Cost $41.97 Unrealized
STOHF Equinor ASA 0.1%
Value ($000) $145 Shares 5,945 Est. Cost $24.59 Unrealized -5.1%
C Citigroup Inc 0.1%
Value ($000) $139 Shares 1,365 Est. Cost $94.11 Unrealized +10.1%
CCK Crown Holdings Inc 0.1%
Value ($000) $136 Shares 1,410 Est. Cost $99.95 Unrealized -2.6%
NSRGF Nestle S.A. 0.1%
Value ($000) $136 Shares 1,486 Est. Cost $92.53 Unrealized +6.0%
SGGEF Sage Group PLC 0.1%
Value ($000) $136 Shares 9,126 Est. Cost $15.79 Unrealized -6.2%
EWJ iShares MSCI Japan ETF 0.1%
Value ($000) $135 Shares 1,679 Est. Cost $80.22 Unrealized
NTRS Northern Trust Corp 0.1%
Value ($000) $135 Shares 1,000 Est. Cost $127.35 Unrealized +2.7%
ADSK Autodesk Inc 0.1%
Value ($000) $132 Shares 417 Est. Cost $304.73 Unrealized -0.7%
LITE Lumentum Holdings Inc 0.1%
Value ($000) $130 Shares 800 Est. Cost $124.70 Unrealized +106.0%
United States of America 0.1%
Value ($000) $130 Shares 133,000 Est. Cost $0.97 Unrealized
LVMHF LVMH Moet Hennessy Louis Vuitton SE 0.0%
Value ($000) $127 Shares 208 Est. Cost $566.54 Unrealized +24.9%
AEP American Electric Power Co Inc 0.0%
Value ($000) $126 Shares 1,120 Est. Cost $108.19 Unrealized +8.8%
GLCNF Glencore PLC 0.0%
Value ($000) $124 Shares 27,000 Est. Cost $4.06 Unrealized +19.2%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $122 Shares 414 Est. Cost $293.79 Unrealized
JD JD.com Inc 0.0%
Value ($000) $120 Shares 3,427 Est. Cost $34.98 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $118 Shares 1,060 Est. Cost $112.28 Unrealized +7.7%
NU Nu Holdings Limited 0.0%
Value ($000) $117 Shares 7,330 Est. Cost $13.95 Unrealized +15.2%
IVATF Invesco Markets II PLC - Invesco AT1 Capital Bond UCITS ETF 0.0%
Value ($000) $117 Shares 4,004 Est. Cost $29.17 Unrealized
MBGAF Mercedes-Benz Group AG 0.0%
Value ($000) $116 Shares 1,850 Est. Cost $61.02 Unrealized +9.3%
FANUF FANUC CORPORATION 0.0%
Value ($000) $115 Shares 4,000 Est. Cost $28.51 Unrealized +17.2%
NEE NextEra Energy Inc 0.0%
Value ($000) $115 Shares 1,520 Est. Cost $72.21 Unrealized +14.2%
ELV Elevance Health Inc 0.0%
Value ($000) $115 Shares 355 Est. Cost $308.14 Unrealized +9.3%
VZ Verizon Communications Inc 0.0%
Value ($000) $114 Shares 2,587 Est. Cost $42.49 Unrealized -4.7%
NTAP NetApp Inc 0.0%
Value ($000) $113 Shares 955 Est. Cost $110.78 Unrealized +2.6%
IP International Paper Co 0.0%
Value ($000) $112 Shares 2,411 Est. Cost $48.00 Unrealized -14.9%
A Agilent Technologies Inc 0.0%
Value ($000) $110 Shares 860 Est. Cost $120.55 Unrealized +19.2%
MDLZ Mondelez International Inc 0.0%
Value ($000) $110 Shares 1,765 Est. Cost $63.41 Unrealized -10.0%
Fiserv Inc 0.0%
Value ($000) $110 Shares 108,000 Est. Cost $1.02 Unrealized
PPL PPL Corp 0.0%
Value ($000) $109 Shares 2,946 Est. Cost $35.43 Unrealized +1.1%
Fannie Mae 0.0%
Value ($000) $109 Shares 6,564 Est. Cost $16.62 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $108 Shares 575 Est. Cost $169.06 Unrealized +6.5%
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $107 Shares 2,000 Est. Cost $53.40 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $106 Shares 2,390 Est. Cost $43.04 Unrealized +1.4%
BHPLF BHP Group Ltd 0.0%
Value ($000) $106 Shares 3,843 Est. Cost $26.34 Unrealized +6.3%
Freddie Mac 0.0%
Value ($000) $105 Shares 6,723 Est. Cost $15.64 Unrealized
United States of America 0.0%
Value ($000) $105 Shares 106,000 Est. Cost $0.99 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $103 Shares 960 Est. Cost $112.63 Unrealized -5.9%
Citigroup Inc 0.0%
Value ($000) $102 Shares 100,000 Est. Cost $1.02 Unrealized
IBIT IShares Bitcoin Trust 0.0%
Value ($000) $101 Shares 1,550 Est. Cost $64.99 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $101 Shares 1,200 Est. Cost $80.47 Unrealized +7.7%
Duke Energy Corp 0.0%
Value ($000) $100 Shares 100,000 Est. Cost $1.00 Unrealized
TME Tencent Music Entertainment Group 0.0%
Value ($000) $99 Shares 4,250 Est. Cost $23.34 Unrealized
United States of America 0.0%
Value ($000) $95 Shares 110,300 Est. Cost $0.86 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $94 Shares 600 Est. Cost $153.58 Unrealized +22.2%
OKE ONEOK Inc 0.0%
Value ($000) $94 Shares 1,285 Est. Cost $75.06 Unrealized -6.1%
FNLPF Fresnillo PLC 0.0%
Value ($000) $94 Shares 3,000 Est. Cost $24.01 Unrealized +42.4%
SSEZF SSE PLC 0.0%
Value ($000) $93 Shares 4,000 Est. Cost $23.97 Unrealized +13.4%
DRI Darden Restaurants Inc 0.0%
Value ($000) $92 Shares 485 Est. Cost $203.79 Unrealized -10.6%
United States of America 0.0%
Value ($000) $91 Shares 90,200 Est. Cost $1.01 Unrealized
LYB Lyondellbasell Industries N.V. 0.0%
Value ($000) $85 Shares 1,725 Est. Cost $54.04 Unrealized -17.7%
INTC Intel Corp 0.0%
Value ($000) $81 Shares 2,385 Est. Cost $24.23 Unrealized +55.9%
United States of America 0.0%
Value ($000) $80 Shares 80,200 Est. Cost $1.00 Unrealized
TWODF Taylor Wimpey PLC 0.0%
Value ($000) $80 Shares 57,420 Est. Cost $1.32 Unrealized +3.6%
Unilever PLC 0.0%
Value ($000) $78 Shares 1,324 Est. Cost $59.23 Unrealized
TGOPF 3i Group PLC 0.0%
Value ($000) $76 Shares 1,400 Est. Cost $55.14 Unrealized -8.7%
EADSF Airbus SE 0.0%
Value ($000) $76 Shares 326 Est. Cost $215.34 Unrealized +9.4%
NVSEF Novartis AG 0.0%
Value ($000) $70 Shares 560 Est. Cost $121.25 Unrealized +6.5%
MCHI iShares MSCI China ETF 0.0%
Value ($000) $69 Shares 1,050 Est. Cost $65.85 Unrealized
PIAIF Ping An Insurance (Group) Company of China Ltd 0.0%
Value ($000) $68 Shares 10,000 Est. Cost $6.83 Unrealized +7.7%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $67 Shares 1,000 Est. Cost $70.32 Unrealized -7.8%
CE Celanese Corp 0.0%
Value ($000) $61 Shares 1,459 Est. Cost $49.73 Unrealized -18.0%
QTUM Defiance Quantum ETF 0.0%
Value ($000) $56 Shares 535 Est. Cost $104.91 Unrealized
HLNCF Haleon PLC 0.0%
Value ($000) $56 Shares 12,410 Est. Cost $4.81 Unrealized -1.7%
NOC Northrop Grumman Corp 0.0%
Value ($000) $55 Shares 90 Est. Cost $563.27 Unrealized +2.8%
BX Blackstone Inc 0.0%
Value ($000) $53 Shares 310 Est. Cost $169.47 Unrealized -10.6%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $52 Shares 1,217 Est. Cost $45.46 Unrealized +0.8%
DGEAF Diageo PLC 0.0%
Value ($000) $48 Shares 2,014 Est. Cost $26.39 Unrealized -12.6%
NNDNF NIDEC CORPORATION 0.0%
Value ($000) $45 Shares 2,520 Est. Cost $20.39 Unrealized -29.6%
SNPS Synopsys Inc 0.0%
Value ($000) $44 Shares 90 Est. Cost $565.30 Unrealized -21.4%
IHREF iShares III PLC - iShares Core MSCI Japan IMI UCITS ETF 0.0%
Value ($000) $42 Shares 630 Est. Cost $66.42 Unrealized
CRM Salesforce Inc 0.0%
Value ($000) $40 Shares 168 Est. Cost $251.43 Unrealized -1.3%
URA Global X Uranium ETF 0.0%
Value ($000) $40 Shares 830 Est. Cost $38.81 Unrealized
PM Philip Morris International Inc 0.0%
Value ($000) $38 Shares 231 Est. Cost $165.18 Unrealized -7.0%
AMGN Amgen Inc 0.0%
Value ($000) $37 Shares 136 Est. Cost $286.59 Unrealized +10.2%
MCD McDonald's Corp 0.0%
Value ($000) $37 Shares 122 Est. Cost $301.40 Unrealized +1.2%
WOPEF Woodside Energy Group Ltd 0.0%
Value ($000) $36 Shares 2,345 Est. Cost $15.91 Unrealized -1.6%
ORXCF ORIX CORP 0.0%
Value ($000) $34 Shares 1,300 Est. Cost $23.25 Unrealized +13.7%
ARTY iShares Future AI & Tech ETF 0.0%
Value ($000) $33 Shares 725 Est. Cost $45.78 Unrealized
BOTZ Global X Robotics & Artificial Intelligence ETF 0.0%
Value ($000) $32 Shares 915 Est. Cost $35.43 Unrealized
PVH PVH Corp 0.0%
Value ($000) $30 Shares 361 Est. Cost $78.47 Unrealized -0.4%
PG Procter & Gamble Co 0.0%
Value ($000) $30 Shares 196 Est. Cost $154.90 Unrealized -5.0%
LZAGF Lonza Group AG 0.0%
Value ($000) $30 Shares 45 Est. Cost $700.55 Unrealized -2.8%
LIN Linde PLC 0.0%
Value ($000) $29 Shares 62 Est. Cost $470.63 Unrealized -9.2%
SBUX Starbucks Corp 0.0%
Value ($000) $29 Shares 340 Est. Cost $88.57 Unrealized -5.1%
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $28 Shares 750 Est. Cost $29.86 Unrealized +16.8%
UNP Union Pacific Corp 0.0%
Value ($000) $27 Shares 113 Est. Cost $223.15 Unrealized +1.9%
VNNVF Vonovia SE 0.0%
Value ($000) $25 Shares 816 Est. Cost $32.03 Unrealized -8.3%
APTV Aptiv Swiss Holdings Limited 0.0%
Value ($000) $25 Shares 290 Est. Cost $75.43 Unrealized +6.4%
ETHA iShares Ethereum Trust ETF 0.0%
Value ($000) $24 Shares 750 Est. Cost $31.72 Unrealized
SNGNF Singapore Telecommunications Ltd 0.0%
Value ($000) $23 Shares 7,300 Est. Cost $3.22 Unrealized +7.5%
RUN Sunrun Inc 0.0%
Value ($000) $20 Shares 1,118 Est. Cost $13.39 Unrealized +43.2%
UPS United Parcel Service Inc 0.0%
Value ($000) $19 Shares 230 Est. Cost $88.13 Unrealized +5.2%
SNYNF Sanofi SA 0.0%
Value ($000) $19 Shares 204 Est. Cost $96.21 Unrealized +2.5%
ASMLF ASML Holding NV 0.0%
Value ($000) $17 Shares 17 Est. Cost $785.83 Unrealized +32.8%
MDT Medtronic PLC 0.0%
Value ($000) $16 Shares 173 Est. Cost $91.27 Unrealized +6.4%
QS QuantumScape Corporation 0.0%
Value ($000) $15 Shares 1,200 Est. Cost $9.76 Unrealized +41.3%
BIIB Biogen Inc 0.0%
Value ($000) $8 Shares 57 Est. Cost $135.17 Unrealized +20.9%
JXN Jackson Financial Incorporation 0.0%
Value ($000) $7 Shares 66 Est. Cost $92.07 Unrealized +7.4%
PJT PJT Partners Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $179.55 Unrealized -4.8%

Decreased Positions (11)

Unchanged Positions (16)