CIK: 0001713587
Total reported value
$106.5M
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems INC | Stock-Tech | 1.30% | — | +66.51% | |
| 2 | ROK | Rockwell Automation INC | Stock-Industrials | 1.30% | — | — | |
| 3 | TT | Trane Technologies plc | Stock-Industrials | 1.27% | — | — | |
| 4 | EMR | Emerson Electric Co | Stock-Industrials | 1.22% | — | +744.22% | |
| 5 | PPG | Ppg Industries INC | Stock-Materials | 1.17% | — | +426.20% | |
| 6 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.17% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | — | — | |
| 8 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 1.14% | — | — | |
| 9 | ADBE | Adobe INC | Stock-Tech | 1.13% | — | — | |
| 10 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.10% | — | — | |
| 11 | BIIB | Biogen INC | Stock-Healthcare | 1.06% | — | — | |
| 12 | WAT | Waters CORP | Stock-Healthcare | 1.03% | — | — | |
| 13 | LEN | Lennar Corp-a | Stock-Consumer Disc | 1.03% | — | +65.11% | |
| 14 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.00% | — | +225.80% | |
| 15 | PAYX | Paychex INC | Stock-Tech | 0.99% | — | +164.90% | |
| 16 | VFC | Vf CORP | Stock-Consumer Disc | 0.96% | — | — | |
| 17 | KR | Kroger Co | Stock-Consumer Staples | 0.96% | — | +191.20% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 0.94% | — | -5.94% | |
| 19 | PGR | Progressive CORP | Stock-Financials | 0.94% | — | — | |
| 20 | SNPS | Synopsys INC | Stock-Tech | 0.87% | — | — | |
| 21 | ROP | Roper Technologies INC | Stock-Tech | 0.87% | — | — | |
| 22 | GWW | Ww Grainger INC | Stock-Industrials | 0.86% | — | +402.14% | |
| 23 | QCOM | Qualcomm INC | Stock-Tech | 0.85% | — | — | |
| 24 | ADSK | Autodesk INC | Stock-Tech | 0.84% | — | — | |
| 25 | NUE | Nucor CORP | Stock-Materials | 0.84% | — | +499.06% | |
| 26 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.81% | — | +225.25% | |
| 27 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.79% | — | +43.73% | |
| 28 | NTRS | Northern Trust CORP | Stock-Financials | 0.77% | — | — | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.76% | — | — | |
| 30 | BRO | Brown & Brown INC | Stock-Financials | 0.76% | — | — | |
| 31 | ROST | Ross Stores INC | Stock-Consumer Disc | 0.75% | — | — | |
| 32 | FIS | Fidelity National Info Serv | Stock-Tech | 0.72% | — | +111.83% | |
| 33 | HPQ | Hp INC | Stock-Tech | 0.71% | — | +55.02% | |
| 34 | EVRG | Evergy INC | Stock-Utilities | 0.71% | — | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | — | — | |
| 36 | LII | Lennox International INC | Stock-Industrials | 0.67% | — | — | |
| 37 | ECL | Ecolab INC | Stock-Materials | 0.66% | — | -29.04% | |
| 38 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.65% | — | — | |
| 39 | CI | THE Cigna Group | Stock-Healthcare | 0.65% | — | +11.32% | |
| 40 | CERNCHF | Cerner CORP | Stock-Other | 0.65% | — | — | |
| 41 | UBER | Uber Technologies INC | Stock-Industrials | 0.63% | — | — | |
| 42 | ABMDEUR | Abiomed INC | Stock-Other | 0.61% | — | — | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.61% | — | — | |
| 44 | AAPL | Apple INC | Stock-Tech | 0.61% | — | +37.31% | |
| 45 | XEL | Xcel Energy INC | Stock-Utilities | 0.60% | — | +42.21% | |
| 46 | BP | Bp Plc-spons Adr | Stock-Energy | 0.60% | — | — | |
| 47 | DOV | Dover CORP | Stock-Industrials | 0.56% | — | — | |
| 48 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.56% | — | +64.84% | |
| 49 | CDW | Cdw Corp/de | Stock-Tech | 0.56% | — | — | |
| 50 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.55% | — | — |