Kcm Investment Advisors 13F annual report
Kcm Investment Advisors is an investment fund managing more than $2.76 trillion ran by Loni Tankoos. There are currently 288 companies in Mrs. Tankoos’s portfolio. The largest investments include Apple Inc and Select Sector Spdr Tr, together worth $651 billion.
Limited to 30 biggest holdings
$2.76 trillion Assets Under Management (AUM)
As of 22nd July 2024, Kcm Investment Advisors’s top holding is 941,647 shares of Apple Inc currently worth over $198 billion and making up 7.2% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Kcm Investment Advisors owns more than approximately 0.1% of the company.
In addition, the fund holds 4,091,443 shares of Select Sector Spdr Tr worth $453 billion.
The third-largest holding is Microsoft worth $142 billion and the next is Costco Whsl Corp New worth $105 billion, with 124,103 shares owned.
Currently, Kcm Investment Advisors's portfolio is worth at least $2.76 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Kcm Investment Advisors
The Kcm Investment Advisors office and employees reside in Greenbrae, California. According to the last 13-F report filed with the SEC, Loni Tankoos serves as the Chief Compliance Officer at Kcm Investment Advisors.
Recent trades
In the most recent 13F filing, Kcm Investment Advisors revealed that it had opened a new position in
TE Connectivity Ltd and bought 12,588 shares worth $1.89 billion.
This means they effectively own approximately 0.1% of the company.
TE Connectivity Ltd makes up
0.5%
of the fund's Technology sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Select Sector Spdr Tr by buying
53,715 additional shares.
This makes their stake in Select Sector Spdr Tr total 4,091,443 shares worth $453 billion.
On the other hand, there are companies that Kcm Investment Advisors is getting rid of from its portfolio.
Kcm Investment Advisors closed its position in Laboratory Corp Amer Hldgs on 29th July 2024.
It sold the previously owned 33,037 shares for $7.22 billion.
Loni Tankoos also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $198 billion and 941,647 shares.
One of the largest hedge funds
The two most similar investment funds to Kcm Investment Advisors are Meag Munich Ergo, Kapitalanlagegesellschaft Mbh and Castle Hook Partners L.P.. They manage $2.76 trillion and $2.77 trillion respectively.
Loni Tankoos investment strategy
Kcm Investment Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 13.0% of
the total portfolio value.
The fund focuses on investments in the United States as
56.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
58% of the total holdings value.
On the other hand, small-cap stocks make up only 1.7% of the portfolio.
The average market cap of the portfolio companies is close to $123 billion.
The complete list of Kcm Investment Advisors trades based on 13F SEC filings
These positions were updated on July 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.79%
941,647
|
$198,329,772,000 | 7.17% |
| Select Sector Spdr Tr |
1.33%
4,091,443
|
$453,058,569,000 | 16.39% |
| Microsoft Corporation |
0.87%
317,017
|
$141,690,558,000 | 5.13% |
| Costco Whsl Corp New |
0.17%
124,103
|
$105,486,721,000 | 3.82% |
| Amazon.com Inc. |
1.44%
338,250
|
$65,366,813,000 | 2.36% |
| Vanguard Index Fds |
1.12%
368,318
|
$78,773,512,000 | 2.85% |
| Chevron Corp. |
1.68%
337,117
|
$52,731,883,000 | 1.91% |
| Alphabet Inc |
0.02%
435,914
|
$79,594,377,000 | 2.88% |
| NVIDIA Corp |
896.56%
391,190
|
$48,327,633,000 | 1.75% |
| Vanguard World Fd |
0.44%
1,164,043
|
$223,800,673,000 | 8.10% |
| Home Depot, Inc. |
0.43%
132,581
|
$45,639,656,000 | 1.65% |
| Automatic Data Processing In |
0.15%
186,643
|
$44,549,817,000 | 1.61% |
| Visa Inc |
0.54%
161,617
|
$42,419,638,000 | 1.53% |
| Waste Mgmt Inc Del |
0.40%
197,860
|
$42,211,462,000 | 1.53% |
| Walmart Inc |
1.32%
593,804
|
$40,206,479,000 | 1.45% |
| Procter And Gamble Co |
1.64%
220,570
|
$36,376,480,000 | 1.32% |
| JPMorgan Chase & Co. |
0.34%
176,281
|
$35,654,601,000 | 1.29% |
| Eli Lilly & Co |
0.22%
38,274
|
$34,652,362,000 | 1.25% |
| Trane Technologies plc |
0.19%
103,406
|
$34,013,404,000 | 1.23% |
| Johnson & Johnson |
2.07%
231,531
|
$33,840,625,000 | 1.22% |
| AMGEN Inc. |
1.06%
92,093
|
$28,774,410,000 | 1.04% |
| Spdr S&p 500 Etf Tr |
0.20%
48,439
|
$26,361,668,000 | 0.95% |
| NextEra Energy Inc |
0.49%
368,287
|
$26,078,406,000 | 0.94% |
| Blackstone Inc |
15.54%
187,152
|
$23,169,366,000 | 0.84% |
| Danaher Corp. |
0.56%
90,152
|
$22,524,546,000 | 0.81% |
| Mcdonalds Corp |
3.40%
79,074
|
$20,151,208,000 | 0.73% |
| United Parcel Service, Inc. |
3.48%
144,841
|
$19,821,542,000 | 0.72% |
| Ecolab, Inc. |
0.92%
78,782
|
$18,750,157,000 | 0.68% |
| Caterpillar Inc. |
1.22%
54,514
|
$18,158,514,000 | 0.66% |
| Bank America Corp |
3.60%
419,161
|
$19,227,959,000 | 0.70% |
| Abbott Labs |
0.14%
146,309
|
$15,203,008,000 | 0.55% |
| Crown Castle Inc |
2.08%
144,291
|
$14,097,249,000 | 0.51% |
| Wells Fargo Co New |
2.68%
52,521
|
$16,426,919,000 | 0.59% |
| Abbvie Inc |
2.17%
77,811
|
$13,346,226,000 | 0.48% |
| Kimberly-Clark Corp. |
1.99%
96,214
|
$13,296,733,000 | 0.48% |
| KLA Corp. |
2.08%
15,989
|
$13,182,842,000 | 0.48% |
| Verizon Communications Inc |
0.80%
311,407
|
$12,842,442,000 | 0.46% |
| Broadcom Inc |
0.37%
7,803
|
$12,527,841,000 | 0.45% |
| Spdr Ser Tr |
2.35%
102,159
|
$13,363,113,000 | 0.48% |
| Air Prods & Chems Inc |
0.55%
46,426
|
$11,980,205,000 | 0.43% |
| Berkshire Hathaway Inc. |
2.71%
29,337
|
$11,934,292,000 | 0.43% |
| Applied Matls Inc |
0.86%
48,910
|
$11,542,254,000 | 0.42% |
| Realty Income Corp. |
1.35%
216,125
|
$11,415,729,000 | 0.41% |
| Advanced Micro Devices Inc. |
0.33%
69,721
|
$11,309,443,000 | 0.41% |
| Starbucks Corp. |
6.02%
137,120
|
$10,674,812,000 | 0.39% |
| Nike, Inc. |
0.54%
141,214
|
$10,643,319,000 | 0.39% |
| Edison Intl |
1.24%
141,268
|
$10,144,462,000 | 0.37% |
| Unitedhealth Group Inc |
0.92%
19,722
|
$10,043,627,000 | 0.36% |
| Genuine Parts Co. |
4.35%
68,842
|
$9,522,225,000 | 0.34% |
| Merck & Co Inc |
0.17%
76,399
|
$9,458,145,000 | 0.34% |
| Lowes Cos Inc |
2.02%
41,057
|
$9,051,412,000 | 0.33% |
| Spdr S&p Midcap 400 Etf Tr |
1.41%
15,758
|
$8,431,785,000 | 0.31% |
| Qualcomm, Inc. |
2.78%
41,580
|
$8,281,849,000 | 0.30% |
| Accenture Plc Ireland |
10.77%
25,537
|
$7,748,181,000 | 0.28% |
| Pepsico Inc |
2.03%
44,723
|
$7,376,132,000 | 0.27% |
| Laboratory Corp Amer Hldgs |
Closed
33,037
|
$7,217,263,000 | |
| Schwab Charles Corp |
2.10%
97,616
|
$7,193,309,000 | 0.26% |
| Elevance Health Inc |
0.17%
13,271
|
$7,190,890,000 | 0.26% |
| Union Pac Corp |
6.07%
31,003
|
$7,014,793,000 | 0.25% |
| Colgate-Palmolive Co. |
3.62%
66,771
|
$6,479,472,000 | 0.23% |
| Ishares Tr |
0.55%
375,380
|
$39,003,954,000 | 1.41% |
| Linde Plc. |
2.99%
14,004
|
$6,145,095,000 | 0.22% |
| Cintas Corporation |
0.26%
8,616
|
$6,033,440,000 | 0.22% |
| Carlisle Cos Inc |
1.31%
14,589
|
$5,911,609,000 | 0.21% |
| Southern Copper Corporation |
174.87%
54,204
|
$5,839,939,000 | 0.21% |
| General Dynamics Corp. |
0.29%
20,004
|
$5,803,951,000 | 0.21% |
| Clorox Co. |
35.20%
42,270
|
$5,768,587,000 | 0.21% |
| S&P Global Inc |
0.85%
12,907
|
$5,756,522,000 | 0.21% |
| Eaton Corp Plc |
2.06%
17,889
|
$5,608,969,000 | 0.20% |
| Thermo Fisher Scientific Inc. |
4.81%
9,792
|
$5,415,051,000 | 0.20% |
| Schwab Strategic Tr |
3.74%
212,715
|
$15,064,629,000 | 0.54% |
| Fidelity Covington Trust |
0.64%
306,270
|
$13,079,202,000 | 0.47% |
| Disney Walt Co |
1.81%
50,181
|
$4,982,426,000 | 0.18% |
| Public Svc Enterprise Grp In |
0.27%
67,327
|
$4,962,027,000 | 0.18% |
| Adobe Inc |
4.66%
8,761
|
$4,867,086,000 | 0.18% |
| Ross Stores, Inc. |
3.13%
33,278
|
$4,835,959,000 | 0.17% |
| Cisco Sys Inc |
5.51%
96,060
|
$4,563,810,000 | 0.17% |
| Invesco Exch Traded Fd Tr Ii |
14.13%
370,583
|
$4,280,229,000 | 0.15% |
| Us Bancorp Del |
3.32%
106,927
|
$4,245,002,000 | 0.15% |
| Zimmer Biomet Holdings Inc |
0.06%
38,878
|
$4,219,474,000 | 0.15% |
| Deere & Co. |
5.93%
11,043
|
$4,125,991,000 | 0.15% |
| Nucor Corp. |
5.77%
24,898
|
$3,935,808,000 | 0.14% |
| Tesla Inc |
4.46%
19,498
|
$3,858,264,000 | 0.14% |
| Pfizer Inc. |
5.13%
136,103
|
$3,808,167,000 | 0.14% |
| Exxon Mobil Corp. |
2.36%
32,936
|
$3,791,560,000 | 0.14% |
| Honeywell International Inc |
0.13%
16,909
|
$3,610,818,000 | 0.13% |
| Salesforce Inc |
9.37%
14,021
|
$3,604,852,000 | 0.13% |
| Autozone Inc. |
1.71%
1,210
|
$3,586,561,000 | 0.13% |
| Vanguard Specialized Funds |
1.71%
19,530
|
$3,565,274,000 | 0.13% |
| Chubb Limited |
0.21%
13,796
|
$3,519,025,000 | 0.13% |
| Meta Platforms Inc |
1.95%
6,852
|
$3,454,951,000 | 0.12% |
| Coca-Cola Co |
1.04%
51,523
|
$3,279,438,000 | 0.12% |
| Freeport-McMoRan Inc |
35.21%
61,970
|
$3,011,742,000 | 0.11% |
| L3Harris Technologies Inc |
20.39%
13,405
|
$3,010,495,000 | 0.11% |
| Travelers Companies Inc. |
0.04%
14,652
|
$2,979,260,000 | 0.11% |
| Target Corp |
10.53%
20,104
|
$2,976,196,000 | 0.11% |
| Invesco Exchange Traded Fd T |
0.18%
84,145
|
$4,828,354,000 | 0.17% |
| Goldman Sachs Group, Inc. |
0.16%
6,369
|
$2,880,884,000 | 0.10% |
| First Tr Exchange-traded Alp |
0.21%
38,698
|
$2,847,399,000 | 0.10% |
| Oracle Corp. |
1.38%
19,872
|
$2,805,918,000 | 0.10% |
| American Express Co. |
5.86%
11,770
|
$2,725,363,000 | 0.10% |
| Prologis Inc |
14.27%
23,916
|
$2,685,955,000 | 0.10% |
| T-Mobile US Inc |
7.00%
15,097
|
$2,659,713,000 | 0.10% |
| Lululemon Athletica inc. |
0.95%
8,845
|
$2,642,002,000 | 0.10% |
| The Southern Co. |
0.86%
33,746
|
$2,617,679,000 | 0.09% |
| Fortinet Inc |
6.50%
43,070
|
$2,595,829,000 | 0.09% |
| 3M Co. |
9.77%
24,639
|
$2,517,874,000 | 0.09% |
| McCormick & Co., Inc. |
0.28%
35,457
|
$2,515,320,000 | 0.09% |
| Morgan Stanley |
6.65%
25,816
|
$2,509,052,000 | 0.09% |
| Lockheed Martin Corp. |
6.58%
5,282
|
$2,467,002,000 | 0.09% |
| PPL Corp |
0.22%
87,855
|
$2,429,187,000 | 0.09% |
| Sempra |
4.00%
30,716
|
$2,336,273,000 | 0.08% |
| Illinois Tool Wks Inc |
8.18%
9,711
|
$2,301,119,000 | 0.08% |
| Roper Technologies Inc |
9.77%
3,987
|
$2,247,312,000 | 0.08% |
| Marriott Intl Inc New |
0.96%
8,904
|
$2,152,607,000 | 0.08% |
| Vertiv Holdings Co |
37.17%
24,135
|
$2,089,367,000 | 0.08% |
| Spdr Dow Jones Indl Average |
No change
5,316
|
$2,079,247,000 | 0.08% |
| Iron Mtn Inc Del |
1.13%
22,158
|
$1,985,758,000 | 0.07% |
| Fedex Corp |
1.44%
6,401
|
$1,919,389,000 | 0.07% |
| Paccar Inc. |
Closed
15,369
|
$1,904,065,000 | |
| TE Connectivity Ltd |
Opened
12,588
|
$1,893,579,000 | 0.07% |
| Blackrock Inc. |
1.16%
2,392
|
$1,883,575,000 | 0.07% |
| Marathon Pete Corp |
1.17%
10,776
|
$1,869,420,000 | 0.07% |
| Corcept Therapeutics Inc |
0.35%
57,426
|
$1,865,771,000 | 0.07% |
| Allstate Corp (The) |
No change
11,654
|
$1,860,643,000 | 0.07% |
| Oreilly Automotive Inc |
4.41%
1,757
|
$1,855,497,000 | 0.07% |
| Omnicom Group, Inc. |
1.18%
20,666
|
$1,853,740,000 | 0.07% |
| Lennar Corp. |
5.47%
12,094
|
$1,812,528,000 | 0.07% |
| Medtronic Plc |
62.06%
22,749
|
$1,790,574,000 | 0.06% |
| Unilever plc |
10.59%
31,465
|
$1,730,260,000 | 0.06% |
| American Tower Corp. |
5.61%
8,814
|
$1,713,194,000 | 0.06% |
| Sherwin-Williams Co. |
4.34%
5,644
|
$1,684,419,000 | 0.06% |
| Jacobs Solutions Inc |
7.54%
12,041
|
$1,682,248,000 | 0.06% |
| Mastercard Incorporated |
4.26%
3,800
|
$1,676,617,000 | 0.06% |
| Boeing Co. |
1.48%
9,083
|
$1,653,197,000 | 0.06% |
| Vanguard Whitehall Fds |
10.41%
13,500
|
$1,601,159,000 | 0.06% |
| WEC Energy Group Inc |
5.56%
20,246
|
$1,588,494,000 | 0.06% |
| Cadence Design System Inc |
5.24%
5,137
|
$1,580,912,000 | 0.06% |
| Emerson Elec Co |
5.62%
14,069
|
$1,549,826,000 | 0.06% |
| RTX Corp |
11.16%
15,239
|
$1,529,843,000 | 0.06% |
| Johnson Ctls Intl Plc |
4.54%
22,791
|
$1,514,918,000 | 0.05% |
| International Business Machs |
0.14%
8,595
|
$1,486,533,000 | 0.05% |
| Cardinal Health, Inc. |
1.90%
14,849
|
$1,459,983,000 | 0.05% |
| Corning, Inc. |
0.31%
36,387
|
$1,413,627,000 | 0.05% |
| Wisdomtree Tr |
0.59%
19,181
|
$1,395,393,000 | 0.05% |
| Lam Research Corp. |
17.54%
1,274
|
$1,356,752,000 | 0.05% |
| Public Storage |
12.73%
4,704
|
$1,353,106,000 | 0.05% |
| Booking Holdings Inc |
8.60%
341
|
$1,351,148,000 | 0.05% |
| Taiwan Semiconductor Mfg Ltd |
4.46%
7,724
|
$1,342,508,000 | 0.05% |
| Comcast Corp New |
8.20%
34,080
|
$1,334,563,000 | 0.05% |
| Intel Corp. |
7.91%
43,009
|
$1,331,987,000 | 0.05% |
| Carrier Global Corporation |
0.32%
21,066
|
$1,328,843,000 | 0.05% |
| Parker-Hannifin Corp. |
No change
2,454
|
$1,241,258,000 | 0.04% |
| Albemarle Corp. |
16.09%
12,841
|
$1,226,572,000 | 0.04% |
| CVS Health Corp |
6.58%
20,642
|
$1,219,089,000 | 0.04% |
| Williams Cos Inc |
2.86%
28,544
|
$1,213,101,000 | 0.04% |
| Kroger Co. |
1.19%
23,497
|
$1,173,216,000 | 0.04% |
| Stanley Black & Decker Inc |
7.23%
14,670
|
$1,171,969,000 | 0.04% |
| Conocophillips |
No change
10,221
|
$1,169,131,000 | 0.04% |
| Vanguard Tax-managed Fds |
2.19%
22,892
|
$1,131,340,000 | 0.04% |
| Ishares Tr |
Closed
28,741
|
$1,629,668,000 | |
| Xylem Inc |
13.55%
7,944
|
$1,077,445,000 | 0.04% |
| Intuitive Surgical Inc |
1.86%
2,373
|
$1,055,629,000 | 0.04% |
| Price T Rowe Group Inc |
10.63%
9,146
|
$1,054,625,000 | 0.04% |
| Novartis AG |
2.03%
9,824
|
$1,045,863,000 | 0.04% |
| Verisk Analytics Inc |
0.77%
3,750
|
$1,010,813,000 | 0.04% |
| Enphase Energy Inc |
11.07%
9,982
|
$995,305,000 | 0.04% |
| VanEck ETF Trust |
No change
6,647
|
$1,238,243,000 | 0.04% |
| Bristol-Myers Squibb Co. |
9.37%
22,978
|
$954,288,000 | 0.03% |
| Agilent Technologies Inc. |
10.44%
6,890
|
$893,110,000 | 0.03% |
| Atlassian Corporation |
107.98%
4,950
|
$875,556,000 | 0.03% |
| Constellation Brands, Inc. |
0.03%
3,326
|
$855,713,000 | 0.03% |
| Asml Holding N V |
No change
829
|
$847,843,000 | 0.03% |
| Fifth Third Bancorp |
35.08%
23,089
|
$842,518,000 | 0.03% |
| Valero Energy Corp. |
No change
5,293
|
$829,731,000 | 0.03% |
| Mckesson Corporation |
4.50%
1,416
|
$827,001,000 | 0.03% |
| Becton Dickinson & Co. |
0.87%
3,460
|
$808,637,000 | 0.03% |
| Sysco Corp. |
1.50%
10,911
|
$778,930,000 | 0.03% |
| AT&T Inc. |
8.57%
40,380
|
$771,665,000 | 0.03% |
| Energy Transfer L P |
No change
47,000
|
$762,340,000 | 0.03% |
| Mondelez International Inc. |
10.40%
11,578
|
$757,642,000 | 0.03% |
| Duke Energy Corp. |
No change
7,391
|
$740,821,000 | 0.03% |
| Ishares U S Etf Tr |
No change
9,636
|
$724,434,000 | 0.03% |
| Boston Scientific Corp. |
No change
9,225
|
$710,417,000 | 0.03% |
| ServiceNow Inc |
No change
898
|
$706,430,000 | 0.03% |
| Enterprise Prods Partners L |
0.40%
24,172
|
$700,496,000 | 0.03% |
| Fidelity Comwlth Tr |
Opened
9,967
|
$696,992,000 | 0.03% |
| Cigna Group (The) |
No change
2,092
|
$691,552,000 | 0.03% |
| Texas Instrs Inc |
10.16%
3,524
|
$685,602,000 | 0.02% |
| Biogen Inc |
0.30%
2,944
|
$682,478,000 | 0.02% |
| Phillips 66 |
No change
4,727
|
$667,270,000 | 0.02% |
| General Electric Co |
1.82%
4,186
|
$665,503,000 | 0.02% |
| Goldman Sachs Etf Tr |
10.43%
6,120
|
$654,534,000 | 0.02% |
| Stryker Corp. |
16.14%
1,907
|
$648,857,000 | 0.02% |
| Gilead Sciences, Inc. |
4.39%
8,814
|
$604,729,000 | 0.02% |
| Ishares Gold Tr |
132.40%
13,756
|
$604,301,000 | 0.02% |
| KKR & Co. Inc |
No change
5,633
|
$592,817,000 | 0.02% |
| Cummins Inc. |
8.59%
2,127
|
$588,978,000 | 0.02% |
| American Elec Pwr Co Inc |
0.42%
6,390
|
$560,677,000 | 0.02% |
| Celanese Corp |
1.28%
3,964
|
$534,704,000 | 0.02% |
| Veeva Sys Inc |
No change
2,917
|
$533,840,000 | 0.02% |
| Aflac Inc. |
8.32%
5,914
|
$528,212,000 | 0.02% |
| First Solar Inc |
No change
2,283
|
$514,725,000 | 0.02% |
| Spdr Gold Tr |
1.29%
2,361
|
$507,639,000 | 0.02% |
| Tjx Cos Inc New |
4.42%
4,540
|
$499,827,000 | 0.02% |
| Jabil Inc |
No change
4,527
|
$492,492,000 | 0.02% |
| Citigroup Inc |
1.44%
7,554
|
$479,364,000 | 0.02% |
| Nordstrom, Inc. |
0.39%
22,401
|
$475,358,000 | 0.02% |
| Workday Inc |
No change
2,126
|
$475,289,000 | 0.02% |
| Intuit Inc |
No change
716
|
$470,326,000 | 0.02% |
| Ingersoll Rand Inc. |
No change
5,038
|
$457,652,000 | 0.02% |
| Astrazeneca plc |
16.74%
5,843
|
$455,696,000 | 0.02% |
| General Mls Inc |
1.60%
7,202
|
$455,612,000 | 0.02% |
| Altria Group Inc. |
2.93%
9,949
|
$453,177,000 | 0.02% |
| Newmont Corp |
2.31%
10,819
|
$452,992,000 | 0.02% |
| Philip Morris International Inc |
15.41%
4,464
|
$452,317,000 | 0.02% |
| Netflix Inc. |
7.26%
665
|
$448,795,000 | 0.02% |
| Lyondellbasell Industries N |
0.45%
4,673
|
$447,026,000 | 0.02% |
| Xcel Energy Inc. |
12.15%
8,309
|
$443,784,000 | 0.02% |
| Occidental Pete Corp |
1.68%
7,007
|
$441,651,000 | 0.02% |
| Digital Rlty Tr Inc |
4.88%
2,901
|
$441,097,000 | 0.02% |
| Synopsys, Inc. |
1.15%
703
|
$418,315,000 | 0.02% |
| Shell Plc |
1.23%
5,784
|
$417,489,000 | 0.02% |
| Dover Corp. |
No change
2,287
|
$412,689,000 | 0.01% |
| Nxp Semiconductors N V |
21.70%
1,530
|
$411,708,000 | 0.01% |
| Generac Holdings Inc |
Closed
3,260
|
$411,216,000 | |
| Dicks Sporting Goods, Inc. |
No change
1,912
|
$410,793,000 | 0.01% |
| Vanguard Intl Equity Index F |
12.08%
5,901
|
$394,000,000 | 0.01% |
| Blackstone Mtg Tr Inc |
1.14%
22,292
|
$388,326,000 | 0.01% |
| Ventas Inc |
Closed
8,769
|
$381,802,000 | |
| Archer Daniels Midland Co. |
No change
6,217
|
$375,846,000 | 0.01% |
| Monolithic Pwr Sys Inc |
No change
457
|
$375,508,000 | 0.01% |
| Edwards Lifesciences Corp |
No change
4,049
|
$374,006,000 | 0.01% |
| Dow Inc |
0.43%
6,988
|
$370,706,000 | 0.01% |
| Global X Fds |
No change
26,472
|
$593,691,000 | 0.02% |
| Hubbell Inc. |
No change
1,000
|
$365,480,000 | 0.01% |
| Essex Ppty Tr Inc |
15.82%
1,330
|
$362,026,000 | 0.01% |
| MP Materials Corp. |
1.43%
28,395
|
$361,468,000 | 0.01% |
| Paychex Inc. |
5.89%
3,002
|
$355,924,000 | 0.01% |
| Toronto Dominion Bk Ont |
No change
6,297
|
$346,083,000 | 0.01% |
| Progressive Corp. |
4.66%
1,639
|
$340,437,000 | 0.01% |
| Monday Com Ltd |
No change
1,409
|
$339,231,000 | 0.01% |
| Eversource Energy |
0.57%
5,923
|
$335,893,000 | 0.01% |
| American Wtr Wks Co Inc New |
14.34%
2,599
|
$335,687,000 | 0.01% |
| Ford Mtr Co Del |
0.17%
26,533
|
$332,722,000 | 0.01% |
| Evergy Inc |
5.11%
6,122
|
$324,282,000 | 0.01% |
| Enbridge Inc |
5.93%
9,094
|
$323,655,000 | 0.01% |
| Keysight Technologies Inc |
No change
2,332
|
$318,901,000 | 0.01% |
| Charles Riv Labs Intl Inc |
Closed
1,172
|
$317,553,000 | |
| Norfolk Southn Corp |
No change
1,467
|
$314,950,000 | 0.01% |
| Masimo Corp |
No change
2,415
|
$304,145,000 | 0.01% |
| Fastenal Co. |
50.03%
4,800
|
$301,632,000 | 0.01% |
| Amplify Etf Tr |
0.09%
4,588
|
$296,981,000 | 0.01% |
| Otis Worldwide Corporation |
7.19%
2,995
|
$288,299,000 | 0.01% |
| Gallagher Arthur J & Co |
No change
1,109
|
$287,575,000 | 0.01% |
| Weyerhaeuser Co Mtn Be |
2.85%
9,985
|
$283,462,000 | 0.01% |
| Vanguard Scottsdale Fds |
No change
3,005
|
$281,899,000 | 0.01% |
| Flexshares Tr |
No change
6,939
|
$278,531,000 | 0.01% |
| Cleveland-Cliffs Inc |
1.42%
18,056
|
$277,882,000 | 0.01% |
| Pnc Finl Svcs Group Inc |
No change
1,760
|
$273,648,000 | 0.01% |
| Micron Technology Inc. |
3.74%
2,057
|
$270,557,000 | 0.01% |
| Toyota Motor Corporation |
No change
1,316
|
$269,741,000 | 0.01% |
| Kinder Morgan Inc |
2.02%
13,548
|
$269,199,000 | 0.01% |
| Ppg Inds Inc |
3.04%
2,136
|
$268,901,000 | 0.01% |
| Wheaton Precious Metals Corp |
No change
5,076
|
$266,084,000 | 0.01% |
| Interpublic Group Cos Inc |
10.28%
9,122
|
$265,359,000 | 0.01% |
| Canadian Natl Ry Co |
No change
2,212
|
$261,304,000 | 0.01% |
| Factset Resh Sys Inc |
No change
639
|
$260,885,000 | 0.01% |
| Novo-nordisk A S |
5.83%
1,816
|
$259,216,000 | 0.01% |
| Consolidated Edison, Inc. |
3.56%
2,895
|
$258,839,000 | 0.01% |
| Federal Rlty Invt Tr New |
14.15%
2,469
|
$249,295,000 | 0.01% |
| CSX Corp. |
No change
7,383
|
$246,961,000 | 0.01% |
| Alexandria Real Estate Eq In |
0.48%
2,067
|
$241,777,000 | 0.01% |
| TotalEnergies SE |
No change
3,553
|
$236,914,000 | 0.01% |
| International Flavors&fragra |
No change
2,475
|
$235,645,000 | 0.01% |
| Appfolio Inc |
Closed
948
|
$233,910,000 | |
| HP Inc |
No change
6,636
|
$232,383,000 | 0.01% |
| Marathon Oil Corporation |
No change
8,000
|
$229,360,000 | 0.01% |
| Bank Marin Bancorp |
Closed
13,571
|
$227,582,000 | |
| Baxter International Inc. |
No change
6,761
|
$226,155,000 | 0.01% |
| Analog Devices Inc. |
Closed
1,143
|
$226,074,000 | |
| Diageo plc |
5.29%
1,792
|
$225,957,000 | 0.01% |
| Ameriprise Finl Inc |
20.31%
514
|
$219,576,000 | 0.01% |
| Trade Desk Inc |
Opened
2,210
|
$215,851,000 | 0.01% |
| Hershey Company |
No change
1,149
|
$211,219,000 | 0.01% |
| Eastman Chem Co |
Opened
2,140
|
$209,656,000 | 0.01% |
| Fiserv, Inc. |
6.29%
1,401
|
$208,805,000 | 0.01% |
| Watts Water Technologies, Inc. |
Closed
975
|
$207,236,000 | |
| State Str Corp |
No change
2,782
|
$205,902,000 | 0.01% |
| Carmax Inc |
Closed
2,355
|
$205,144,000 | |
| Direxion Shs Etf Tr |
No change
2,305
|
$204,546,000 | 0.01% |
| Oneok Inc. |
11.18%
2,487
|
$202,815,000 | 0.01% |
| Aon plc. |
Closed
605
|
$201,901,000 | |
| Costar Group, Inc. |
No change
2,720
|
$201,661,000 | 0.01% |
| Palo Alto Networks Inc |
Opened
590
|
$200,016,000 | 0.01% |
| Zynex Inc |
No change
17,270
|
$160,956,000 | 0.01% |
| ZoomInfo Technologies Inc. |
No change
11,204
|
$143,075,000 | 0.01% |
| Cemex Sab De Cv |
No change
10,067
|
$64,328,000 | 0.00% |
| Medical Pptys Trust Inc |
Closed
10,533
|
$49,505,000 | |
| Gerdau Sa |
20.00%
14,576
|
$48,101,000 | 0.00% |
| Mfs Multimarket Income Tr |
No change
10,000
|
$46,800,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 301 holdings | |||
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