Moody Lynn & Lieberson 13F annual report
Moody Lynn & Lieberson is an investment fund managing more than $1.53 trillion ran by Brian Gowell. There are currently 235 companies in Mr. Gowell’s portfolio. The largest investments include NVIDIA Corp and Broadcom Inc, together worth $197 billion.
Limited to 30 biggest holdings
$1.53 trillion Assets Under Management (AUM)
As of 18th July 2024, Moody Lynn & Lieberson’s top holding is 840,060 shares of NVIDIA Corp currently worth over $104 billion and making up 6.8% of the portfolio value.
Relative to the number of outstanding shares of NVIDIA Corp, Moody Lynn & Lieberson owns more than approximately 0.1% of the company.
In addition, the fund holds 58,080 shares of Broadcom Inc worth $93.2 billion, whose value fell 87.2% in the past six months.
The third-largest holding is Microsoft worth $87.1 billion and the next is Lilly Eli Co worth $82.8 billion, with 91,425 shares owned.
Currently, Moody Lynn & Lieberson's portfolio is worth at least $1.53 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 Moody Lynn & Lieberson
The Moody Lynn & Lieberson office and employees reside in Boston, Massachusetts. According to the last 13-F report filed with the SEC, Brian Gowell serves as the CCO at Moody Lynn & Lieberson.
Recent trades
In the most recent 13F filing, Moody Lynn & Lieberson revealed that it had opened a new position in
Ge Vernova Inc and bought 65,439 shares worth $11.2 billion.
The investment fund also strengthened its position in NVIDIA Corp by buying
755,105 additional shares.
This makes their stake in NVIDIA Corp total 840,060 shares worth $104 billion.
NVIDIA Corp dropped 73.0% in the past year.
On the other hand, there are companies that Moody Lynn & Lieberson is getting rid of from its portfolio.
Moody Lynn & Lieberson closed its position in Ishares Msci Japan Etf on 25th July 2024.
It sold the previously owned 80,163 shares for $5.72 billion.
Brian Gowell also disclosed a decreased stake in Broadcom Inc by approximately 0.1%.
This leaves the value of the investment at $93.2 billion and 58,080 shares.
One of the largest hedge funds
The two most similar investment funds to Moody Lynn & Lieberson are Bank Of Finland and Edgar Lomax Co/va. They manage $1.53 trillion and $1.53 trillion respectively.
Brian Gowell investment strategy
Moody Lynn & Lieberson’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 25.1% of
the total portfolio value.
The fund focuses on investments in the United States as
53.2% 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
52% of the total holdings value.
On the other hand, small-cap stocks make up only 1.3% of the portfolio.
The average market cap of the portfolio companies is close to $122 billion.
The complete list of Moody Lynn & Lieberson trades based on 13F SEC filings
These positions were updated on July 25th 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 |
|---|---|---|---|
| NVIDIA Corp |
888.83%
840,060
|
$103,781,043,000 | 6.79% |
| Broadcom Inc |
0.28%
58,080
|
$93,249,182,000 | 6.10% |
| Microsoft Corporation |
0.28%
194,898
|
$87,109,696,000 | 5.70% |
| Lilly Eli Co |
0.27%
91,425
|
$82,774,366,000 | 5.42% |
| Alphabet Inc Cap Stock Cl A |
4.49%
398,269
|
$72,544,698,000 | 4.75% |
| Apple Inc |
4.30%
305,292
|
$64,300,601,000 | 4.21% |
| Berkshire Hathaway Inc Cl B Ne |
1.13%
112,524
|
$45,774,763,000 | 3.00% |
| Amazon.com Inc. |
3.62%
217,892
|
$42,107,629,000 | 2.76% |
| Jpmorgan Chase Co |
0.68%
193,324
|
$39,101,712,000 | 2.56% |
| Waste Management, Inc. |
0.15%
181,439
|
$38,708,196,000 | 2.53% |
| Mastercard Incorporated |
5.04%
78,776
|
$34,752,820,000 | 2.28% |
| Blackstone Inc |
0.61%
274,481
|
$33,980,748,000 | 2.22% |
| Spdr Gold Shares |
1.51%
153,545
|
$33,013,710,000 | 2.16% |
| Linde Plc. |
1.03%
64,628
|
$28,359,413,000 | 1.86% |
| Thermo Fisher Scientific Inc. |
0.66%
49,563
|
$27,408,339,000 | 1.79% |
| Abbvie Inc |
10.29%
155,315
|
$26,639,564,000 | 1.74% |
| Vertex Pharmaceuticals, Inc. |
8.95%
56,425
|
$26,447,526,000 | 1.73% |
| Abbott Laboratories |
1.01%
238,106
|
$24,741,594,000 | 1.62% |
| Eaton Corp Plc |
4.04%
78,104
|
$24,489,509,000 | 1.60% |
| Netflix Inc. |
0.59%
35,512
|
$23,966,339,000 | 1.57% |
| Stryker Corp. |
0.87%
69,026
|
$23,486,096,000 | 1.54% |
| ServiceNow Inc |
9.21%
29,492
|
$23,200,472,000 | 1.52% |
| Home Depot, Inc. |
0.32%
67,171
|
$23,122,945,000 | 1.51% |
| Morgan Stanley |
1.19%
213,129
|
$20,714,008,000 | 1.36% |
| Lockheed Martin Corp. |
8.28%
40,465
|
$18,901,201,000 | 1.24% |
| Chevron Corp. |
6.75%
116,623
|
$18,242,170,000 | 1.19% |
| Pepsico Inc |
1.50%
108,501
|
$17,895,070,000 | 1.17% |
| Johnson Johnson |
4.97%
114,403
|
$16,721,142,000 | 1.09% |
| Merck Co Inc |
12.14%
132,972
|
$16,461,934,000 | 1.08% |
| Visa Inc |
8.56%
49,803
|
$13,071,793,000 | 0.86% |
| Ferguson Plc |
20.16%
60,639
|
$11,742,742,000 | 0.77% |
| Uber Technologies Inc |
24.71%
161,443
|
$11,733,677,000 | 0.77% |
| Spdr Sp 500 Etf |
0.46%
21,274
|
$11,577,812,000 | 0.76% |
| Ge Vernova Inc |
Opened
65,439
|
$11,223,443,000 | 0.73% |
| Mcdonalds Corp |
1.22%
42,786
|
$10,903,584,000 | 0.71% |
| Marriott International, Inc. |
1.19%
44,241
|
$10,696,147,000 | 0.70% |
| Alphabet Inc Cap Stock Cl C |
0.70%
51,774
|
$9,496,387,000 | 0.62% |
| Novo-nordisk As Adr |
0.15%
65,040
|
$9,283,810,000 | 0.61% |
| Texas Instruments Inc. |
0.89%
47,289
|
$9,199,129,000 | 0.60% |
| Procter And Gamble Co |
0.07%
54,623
|
$9,008,439,000 | 0.59% |
| The Southern Co. |
76.00%
110,067
|
$8,537,897,000 | 0.56% |
| Coca-Cola Co |
0.14%
123,857
|
$7,883,498,000 | 0.52% |
| Advanced Micro Devices Inc. |
3.49%
46,944
|
$7,614,786,000 | 0.50% |
| Arista Networks Inc |
0.39%
20,303
|
$7,115,795,000 | 0.47% |
| Palo Alto Networks Inc |
0.51%
20,281
|
$6,875,462,000 | 0.45% |
| Intuitive Surgical Inc |
0.22%
15,217
|
$6,769,282,000 | 0.44% |
| Hitachi Ltd Adr 2 |
Opened
25,872
|
$5,825,857,000 | 0.38% |
| Ishares Msci Japan Etf |
Closed
80,163
|
$5,719,630,000 | |
| Northrop Grumman Corp. |
0.01%
12,966
|
$5,652,528,000 | 0.37% |
| Crowdstrike Holdings Inc |
0.17%
14,430
|
$5,529,432,000 | 0.36% |
| Honeywell International Inc |
77.33%
22,662
|
$4,839,243,000 | 0.32% |
| Mondelez International Inc. |
27.80%
72,014
|
$4,712,596,000 | 0.31% |
| Vanguard Total Stock Market In |
0.99%
17,305
|
$4,629,311,000 | 0.30% |
| Automatic Data Processing Inc. |
0.55%
18,327
|
$4,374,472,000 | 0.29% |
| Extra Space Storage Inc. |
0.02%
28,079
|
$4,363,757,000 | 0.29% |
| AMGEN Inc. |
389.51%
13,912
|
$4,346,804,000 | 0.28% |
| Unitedhealth Group Inc |
5.33%
7,993
|
$4,070,515,000 | 0.27% |
| General Electric Co New |
0.01%
25,328
|
$4,026,392,000 | 0.26% |
| Cadence Design System Inc |
1.21%
12,626
|
$3,885,651,000 | 0.25% |
| Synopsys, Inc. |
0.24%
6,384
|
$3,798,863,000 | 0.25% |
| American Express Co. |
0.71%
16,269
|
$3,767,087,000 | 0.25% |
| Goldman Sachs Group, Inc. |
0.31%
8,074
|
$3,652,032,000 | 0.24% |
| Atlas Copco Ab Sp Adr A New |
0.54%
192,593
|
$3,634,230,000 | 0.24% |
| Church Dwight Co Inc |
No change
34,730
|
$3,600,806,000 | 0.24% |
| Freeport-McMoRan Inc |
Opened
73,373
|
$3,565,928,000 | 0.23% |
| Idexx Laboratories, Inc. |
No change
7,233
|
$3,523,918,000 | 0.23% |
| Axon Enterprise Inc |
0.88%
11,830
|
$3,480,859,000 | 0.23% |
| Qualcomm, Inc. |
Opened
17,280
|
$3,441,796,000 | 0.23% |
| Adobe Systems Incorporated |
12.16%
5,831
|
$3,239,354,000 | 0.21% |
| Asml Holding Nv Ny Registry |
0.19%
3,127
|
$3,198,077,000 | 0.21% |
| Exxon Mobil Corp. |
6.17%
27,734
|
$3,192,738,000 | 0.21% |
| Neurocrine Biosciences, Inc. |
Closed
22,428
|
$3,093,270,000 | |
| Ishares Russell 2000 Growth Et |
No change
10,799
|
$2,835,061,000 | 0.19% |
| Coterra Energy Inc |
No change
105,199
|
$2,805,657,000 | 0.18% |
| Accenture Plc Ireland Class A |
0.38%
9,149
|
$2,775,898,000 | 0.18% |
| Spdr Sp Biotech Etf |
Opened
29,504
|
$2,735,316,000 | 0.18% |
| Astrazeneca Plc Sp Adr |
Opened
33,249
|
$2,593,090,000 | 0.17% |
| Shopify Inc |
Closed
30,749
|
$2,372,900,000 | |
| Rtx Corporation Com |
0.08%
23,539
|
$2,363,080,000 | 0.15% |
| Vanguard Index Funds 500 Index |
No change
4,607
|
$2,320,831,000 | 0.15% |
| Fluor Corporation |
Opened
53,167
|
$2,315,423,000 | 0.15% |
| Meta Platforms Inc |
0.56%
4,482
|
$2,259,914,000 | 0.15% |
| Amphenol Corp. |
100.34%
33,048
|
$2,226,444,000 | 0.15% |
| Sherwin-Williams Co. |
24.31%
7,387
|
$2,204,502,000 | 0.14% |
| Vaneck Gold Miners Etf |
Opened
64,443
|
$2,186,551,000 | 0.14% |
| Spotify Technology Sa |
0.59%
6,843
|
$2,147,265,000 | 0.14% |
| Intuit Inc |
56.54%
3,033
|
$1,993,318,000 | 0.13% |
| Atlassian Corporation |
53.93%
11,131
|
$1,968,851,000 | 0.13% |
| Cisco Systems, Inc. |
1.69%
38,736
|
$1,840,347,000 | 0.12% |
| Illinois Tool Works, Inc. |
20.11%
7,551
|
$1,789,285,000 | 0.12% |
| Newmont Corp |
Opened
41,850
|
$1,752,259,000 | 0.11% |
| Hess Corporation |
3.05%
11,742
|
$1,732,180,000 | 0.11% |
| MongoDB Inc |
82.66%
6,914
|
$1,728,223,000 | 0.11% |
| Danaher Corp. |
0.53%
6,666
|
$1,665,500,000 | 0.11% |
| L3Harris Technologies Inc |
Opened
7,113
|
$1,597,438,000 | 0.10% |
| Pfizer Inc. |
31.02%
55,955
|
$1,565,621,000 | 0.10% |
| Oracle Corp. |
76.11%
11,018
|
$1,555,742,000 | 0.10% |
| Quanta Services, Inc. |
No change
6,109
|
$1,552,236,000 | 0.10% |
| Republic Services, Inc. |
No change
7,509
|
$1,459,299,000 | 0.10% |
| Grainger W W Inc |
0.51%
1,569
|
$1,415,615,000 | 0.09% |
| Otis Worldwide Corporation |
2.35%
14,530
|
$1,398,658,000 | 0.09% |
| Union Pacific Corp. |
7.73%
6,127
|
$1,386,295,000 | 0.09% |
| Spdr Dow Jones Industrial Aver |
No change
3,534
|
$1,382,253,000 | 0.09% |
| Cabot Corp. |
No change
15,000
|
$1,378,350,000 | 0.09% |
| Parker-Hannifin Corp. |
No change
2,693
|
$1,362,146,000 | 0.09% |
| Salesforce Inc |
72.13%
5,296
|
$1,361,602,000 | 0.09% |
| Spdr Sp Midcap 400 Etf |
No change
2,521
|
$1,348,937,000 | 0.09% |
| Invesco Sp 500 Equal Weight E |
16.16%
8,009
|
$1,315,719,000 | 0.09% |
| Iron Mountain Inc. |
No change
13,469
|
$1,207,092,000 | 0.08% |
| Nestle Sa Sp Adr |
0.38%
11,328
|
$1,160,554,000 | 0.08% |
| Public Storage |
No change
4,000
|
$1,150,600,000 | 0.08% |
| Fidelity Asset Mgr |
No change
74,224
|
$1,148,980,000 | 0.08% |
| Ishares Russell 2000 Etf |
0.45%
5,545
|
$1,125,025,000 | 0.07% |
| Mettler-Toledo International, Inc. |
No change
785
|
$1,097,108,000 | 0.07% |
| Bhp Group Ltd Sp Ads |
1.09%
19,208
|
$1,096,585,000 | 0.07% |
| Regeneron Pharmaceuticals, Inc. |
77.66%
1,022
|
$1,074,153,000 | 0.07% |
| Ishares Sp 500 Growth Etf |
No change
11,592
|
$1,072,724,000 | 0.07% |
| Nike, Inc. |
5.67%
13,844
|
$1,043,422,000 | 0.07% |
| Ishares Msci Eafe Etf |
No change
13,178
|
$1,032,233,000 | 0.07% |
| Blackrock Inc. |
No change
1,304
|
$1,026,665,000 | 0.07% |
| Vanguard Dividend Appreciation |
0.27%
5,621
|
$1,026,114,000 | 0.07% |
| Principal Funds Inc Mid Cap Fu |
No change
23,680
|
$979,405,000 | 0.06% |
| Disney Walt Co |
0.15%
9,696
|
$962,716,000 | 0.06% |
| Ishares Biotechnology Fund |
7.89%
7,005
|
$961,506,000 | 0.06% |
| Tjx Cos Inc |
No change
8,616
|
$948,622,000 | 0.06% |
| Heico Corp. |
63.08%
4,113
|
$919,708,000 | 0.06% |
| Yum Brands Inc. |
No change
6,850
|
$907,351,000 | 0.06% |
| Bank Of America Corp. |
4.26%
22,449
|
$892,797,000 | 0.06% |
| Trane Technologies plc |
No change
2,667
|
$877,256,000 | 0.06% |
| Health Care Select Sector Spdr |
18.10%
5,911
|
$861,528,000 | 0.06% |
| Ishares Sp Midcap Fund |
0.34%
14,313
|
$837,597,000 | 0.05% |
| American Tower Corp. |
0.24%
4,079
|
$792,876,000 | 0.05% |
| Commercial Metals Co. |
No change
14,262
|
$784,267,000 | 0.05% |
| Wal-mart Inc |
No change
11,520
|
$780,019,000 | 0.05% |
| Transdigm Group Incorporated |
No change
605
|
$772,954,000 | 0.05% |
| Analog Devices Inc. |
1.53%
3,347
|
$763,986,000 | 0.05% |
| Altria Group Inc. |
0.69%
16,672
|
$759,410,000 | 0.05% |
| Vanguard Sp 500 Etf |
6.56%
1,495
|
$747,758,000 | 0.05% |
| NextEra Energy Inc |
2.02%
10,472
|
$741,522,000 | 0.05% |
| Emerson Electric Co. |
No change
6,683
|
$736,199,000 | 0.05% |
| Valero Energy Corp. |
No change
4,590
|
$719,528,000 | 0.05% |
| Watsco, Inc. |
2.22%
1,543
|
$714,779,000 | 0.05% |
| Costco Wholesale Corp |
No change
837
|
$711,486,000 | 0.05% |
| Delaware Equity Funds V Small |
No change
24,281
|
$682,539,000 | 0.04% |
| Starbucks Corp. |
2.23%
8,541
|
$664,917,000 | 0.04% |
| Ishares Sp Small-cap Fund |
1.61%
6,184
|
$659,585,000 | 0.04% |
| MSCI Inc |
No change
1,368
|
$659,034,000 | 0.04% |
| Vanguard Mid-cap Index Fund |
0.66%
2,693
|
$652,025,000 | 0.04% |
| Ishares Russell Mid-cap Etf |
No change
7,902
|
$640,694,000 | 0.04% |
| Intel Corp. |
0.38%
20,491
|
$634,606,000 | 0.04% |
| Take-Two Interactive Software, Inc. |
6.83%
3,988
|
$620,094,000 | 0.04% |
| New Perspective Fund Inc |
No change
9,416
|
$586,731,000 | 0.04% |
| Old Westbury Funds Inc Large C |
No change
28,932
|
$571,407,000 | 0.04% |
| Dover Corp. |
No change
3,128
|
$564,448,000 | 0.04% |
| Ssc Technologies Holdings Inc |
No change
8,965
|
$561,837,000 | 0.04% |
| Ishares Core Sp 500 Etf |
No change
1,023
|
$559,816,000 | 0.04% |
| Fidelity Tr Total Mkt Ins Prem |
35.32%
3,655
|
$546,054,000 | 0.04% |
| Packaging Corp America |
0.91%
2,949
|
$538,369,000 | 0.04% |
| Curtiss-Wright Corp. |
No change
1,981
|
$536,811,000 | 0.04% |
| Artisan Partners Funds Inc Int |
No change
10,823
|
$527,279,000 | 0.03% |
| Bjs Whsl Club Holdings Inc |
No change
6,002
|
$527,216,000 | 0.03% |
| Fiserv, Inc. |
No change
3,480
|
$518,659,000 | 0.03% |
| Akamai Technologies Inc |
Closed
4,718
|
$513,130,000 | |
| Skyworks Solutions, Inc. |
No change
4,764
|
$507,747,000 | 0.03% |
| Conocophillips |
No change
4,436
|
$507,390,000 | 0.03% |
| LPL Financial Holdings Inc |
No change
1,800
|
$502,740,000 | 0.03% |
| Ecolab, Inc. |
6.05%
2,096
|
$498,848,000 | 0.03% |
| Ishares Msci India Etf |
89.27%
8,835
|
$492,816,000 | 0.03% |
| Berkley W R Corp |
46.30%
6,045
|
$475,016,000 | 0.03% |
| Public Service Enterprise Grou |
15.38%
6,443
|
$474,849,000 | 0.03% |
| Rentokil Initial Plc Sp Adr |
Closed
15,746
|
$474,742,000 | |
| Datadog Inc |
No change
3,650
|
$473,368,000 | 0.03% |
| Lauder Estee Cos Inc Cl A |
83.16%
4,423
|
$470,607,000 | 0.03% |
| Travelers Companies Inc. |
No change
2,297
|
$467,072,000 | 0.03% |
| Williams Cos Inc |
No change
10,904
|
$463,420,000 | 0.03% |
| Lam Research Corp. |
No change
433
|
$461,080,000 | 0.03% |
| Blackstone Reit Inc Cl I |
No change
32,370
|
$457,907,000 | 0.03% |
| PNM Resources Inc |
No change
12,362
|
$456,900,000 | 0.03% |
| Copart, Inc. |
No change
8,314
|
$450,286,000 | 0.03% |
| Wisdomtree India Earnings Fund |
No change
9,102
|
$439,445,000 | 0.03% |
| Enterprise Products Partners L |
No change
15,070
|
$436,729,000 | 0.03% |
| iShares Select Dividend ETF |
No change
3,600
|
$435,528,000 | 0.03% |
| Allstate Corp (The) |
No change
2,696
|
$430,443,000 | 0.03% |
| Kraft Heinz Co |
No change
13,266
|
$427,431,000 | 0.03% |
| Snap-on, Inc. |
No change
1,619
|
$423,190,000 | 0.03% |
| Chubb Limited |
1.50%
1,620
|
$413,230,000 | 0.03% |
| Intl Business Machines |
90.21%
2,336
|
$404,011,000 | 0.03% |
| Cheniere Energy Inc. |
1.88%
2,218
|
$387,773,000 | 0.03% |
| Hr Block Inc |
No change
7,137
|
$387,040,000 | 0.03% |
| Brinker Cap Destinations Tr De |
Closed
41,145
|
$611,358,000 | |
| Simon Property Group, Inc. |
No change
2,500
|
$379,500,000 | 0.02% |
| WEC Energy Group Inc |
2.17%
4,508
|
$353,698,000 | 0.02% |
| Bristol-Myers Squibb Co. |
83.50%
8,325
|
$345,737,000 | 0.02% |
| Old Westbury Funds Inc All Cap |
No change
13,215
|
$343,327,000 | 0.02% |
| Waters Corp. |
No change
1,180
|
$342,342,000 | 0.02% |
| Fidelity Contrafund New Insigh |
No change
8,076
|
$341,136,000 | 0.02% |
| Gilead Sciences, Inc. |
No change
4,883
|
$335,023,000 | 0.02% |
| Harbor Funds Cap Apprec Inst |
No change
2,790
|
$326,044,000 | 0.02% |
| Verizon Communications Inc |
No change
7,845
|
$323,528,000 | 0.02% |
| Invesco QQQ Trust |
8.17%
662
|
$317,171,000 | 0.02% |
| Us Bancorp Del |
3.63%
7,814
|
$310,216,000 | 0.02% |
| Pnc Financial Services Group I |
6.02%
1,966
|
$305,674,000 | 0.02% |
| Lear Corp. |
No change
2,671
|
$305,055,000 | 0.02% |
| International Paper Co. |
Closed
7,577
|
$295,655,000 | |
| Jacobs Solutions Inc |
No change
2,105
|
$294,090,000 | 0.02% |
| Fidelity Tr 500 Index Fund |
14.08%
1,515
|
$288,200,000 | 0.02% |
| Lowes Cos Inc |
10.61%
1,261
|
$278,000,000 | 0.02% |
| Fidelity Contrafund |
No change
13,649
|
$275,709,000 | 0.02% |
| Dominion Energy Inc |
No change
5,600
|
$274,400,000 | 0.02% |
| Vanguard Ftse Developed Market |
5.34%
5,502
|
$271,909,000 | 0.02% |
| Harding Loevner Funds Inc Intl |
No change
10,261
|
$270,475,000 | 0.02% |
| Super Micro Computer Inc |
No change
325
|
$266,289,000 | 0.02% |
| Ishares Sp 500 Value Etf |
No change
1,461
|
$265,917,000 | 0.02% |
| Harris Assoc Inv Tr Oakmrk Slt |
No change
3,790
|
$265,810,000 | 0.02% |
| Novartis Ag Sp Adr |
No change
2,489
|
$264,979,000 | 0.02% |
| Trade Desk Inc |
Closed
3,000
|
$262,260,000 | |
| United Rentals, Inc. |
90.89%
405
|
$261,926,000 | 0.02% |
| Spdr Portfolio Sp 500 Etf |
Closed
4,244
|
$261,133,000 | |
| Cognizant Technology Solutions Corp. |
No change
3,800
|
$258,400,000 | 0.02% |
| Phillips 66 |
No change
1,827
|
$257,918,000 | 0.02% |
| Check Point Software Tech Ltd |
No change
1,554
|
$256,410,000 | 0.02% |
| EOG Resources, Inc. |
0.96%
1,993
|
$250,859,000 | 0.02% |
| Oneok Inc. |
No change
3,074
|
$250,685,000 | 0.02% |
| Smucker J M Co New |
No change
2,289
|
$249,593,000 | 0.02% |
| Stanley Black Decker Inc |
No change
3,051
|
$243,744,000 | 0.02% |
| Oreilly Automotive Inc |
4.07%
230
|
$242,894,000 | 0.02% |
| Diageo Plc Sp Adr New |
Closed
1,628
|
$242,149,000 | |
| Entegris Inc |
No change
1,722
|
$233,159,000 | 0.02% |
| T-Mobile US Inc |
Opened
1,311
|
$230,972,000 | 0.02% |
| Colgate-Palmolive Co. |
2.17%
2,354
|
$228,432,000 | 0.01% |
| Carrier Global Corporation |
No change
3,598
|
$226,962,000 | 0.01% |
| Ishares Russell 1000 Growth Et |
No change
618
|
$225,267,000 | 0.01% |
| Norfolk Southern Corp. |
39.42%
1,045
|
$224,351,000 | 0.01% |
| Deere Co |
No change
594
|
$221,936,000 | 0.01% |
| Vertiv Holdings Co |
Closed
2,694
|
$220,019,000 | |
| Coca-cola Europacific Partners |
3.45%
2,999
|
$218,537,000 | 0.01% |
| Brown Advisory Funds Sustnble |
No change
3,901
|
$210,040,000 | 0.01% |
| Agnico Eagle Mines Ltd |
Opened
3,200
|
$209,280,000 | 0.01% |
| Brown-Forman Corporation |
Closed
4,050
|
$209,061,000 | |
| HubSpot Inc |
Opened
351
|
$207,016,000 | 0.01% |
| Air Prods Chems Inc |
Opened
797
|
$205,666,000 | 0.01% |
| Ingersoll Rand Inc. |
Closed
2,164
|
$205,472,000 | |
| Ishares Currency Hedged Msci E |
No change
5,750
|
$204,441,000 | 0.01% |
| CRH Plc |
Closed
2,369
|
$204,350,000 | |
| Cadence Bank |
Closed
6,915
|
$200,535,000 | |
| Thomson-Reuters Corp |
Opened
1,187
|
$200,093,000 | 0.01% |
| Blackrock Funds Iv Systamt Mlt |
No change
19,001
|
$193,620,000 | 0.01% |
| Blackrock Mgd Fund Inst |
No change
11,419
|
$107,106,000 | 0.01% |
| Federated Hermes Equity Funds |
No change
17,152
|
$97,765,000 | 0.01% |
| Searchlight Minerals Corp New |
No change
27,000
|
$116,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 250 holdings | |||
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