Natixis Target Retirement 2040 Fund
Natixis Funds Trust IV
Fund of fundsTarget-date

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2025 → Apr 30, 2025

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
NIKE INC CL B 0 930 930 0.20% $52.45K
MARATHON PETROLEUM CORP 0 365 365 0.19% $50.15K
US TREASURY N/B 0 42,000 42,000 0.16% $41.56K
CONSTELLATION BRANDS INC CL A 0 201 201 0.14% $37.70K
GUIDEWIRE SOFTWARE INC 0 169 169 0.13% $34.61K
ENTEGRIS INC 0 370 370 0.11% $29.27K
UNION PAC CORP 0 40,000 40,000 0.10% $25.27K
HOME DEPOT INC 0 30,000 30,000 0.10% $25.19K
KENVUE INC 0 25,000 25,000 0.09% $23.21K
NETFLIX INC 0 22,000 22,000 0.09% $22.18K
NVR INC 0 22,000 22,000 0.08% $20.25K
OPTION CARE HEALTH INC 0 609 609 0.08% $19.68K
FOX CORPORATION B 0 395 395 0.07% $18.26K
EASTERLY GOVERNMENT PROPERTIES INC 0 887 887 0.07% $17.89K
TELEPHONE & DATA 0 440 440 0.06% $16.50K
B&G FOODS INC 0 2,254 2,254 0.06% $15.53K
KEURIG DR PEPPER 0 16,000 16,000 0.06% $14.99K
BUNGE LTD FIN CP 0 16,000 16,000 0.05% $14.32K
QUANTA SVCS INC 0 35 35 0.04% $10.24K
DOORDASH INC-A 0 49 49 0.04% $9.45K
GAMESTOP CORP CL A 0 326 326 0.03% $9.08K
ARISTA NETWORKS INC 0 64 64 0.02% $5.27K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
US TREASURY N/B 74,000 0 -74,000 0.00% -$56.11K
US TREASURY N/B 50,000 0 -50,000 0.00% -$36.48K
ENTERGY CORP 30,000 0 -30,000 0.00% -$29.31K
WILLIAMS-SONOMA INC 125 0 -125 0.00% -$26.42K
EASTERLY GOVERNMENT PROPERTIES INC 2,089 0 -2,089 0.00% -$23.73K
VIRGINIA EL&PWR 23,000 0 -23,000 0.00% -$22.71K
EXXON MOBIL CORP 22,000 0 -22,000 0.00% -$21.96K
GENERAL MILLS IN 21,000 0 -21,000 0.00% -$20.98K
WESTPAC BANKING 21,000 0 -21,000 0.00% -$20.98K
US TREASURY N/B 23,000 0 -23,000 0.00% -$20.95K
ANTERO MIDSTREAM CORP 1,213 0 -1,213 0.00% -$19.46K
APPLE INC 17,000 0 -17,000 0.00% -$16.99K
FN MA4562 21,437 0 -21,437 0.00% -$16.72K
GOLDMAN SACHS GP 16,000 0 -16,000 0.00% -$15.96K
UMBS 17,408 0 -17,408 0.00% -$14.21K
Netflix Inc 14,000 0 -14,000 0.00% -$13.94K
LEMAITRE VASCULAR INC 123 0 -123 0.00% -$11.92K
ARES CAPITAL COR 12,000 0 -12,000 0.00% -$11.92K
SYNAPTICS INC 136 0 -136 0.00% -$11.55K
ESSENTIAL UTILITIES INC 324 0 -324 0.00% -$11.50K
SAREPTA THERAPEUTICS INC 97 0 -97 0.00% -$11.03K
ABERCROMBIE & FI 83 0 -83 0.00% -$9.91K
THE CAMPBELL'S COMPANY 175 0 -175 0.00% -$6.78K
DECKERS OUTDOOR CORP 30 0 -30 0.00% -$5.32K
WESTERN DIGITAL CORP 81 0 -81 0.00% -$5.28K
WEYERHAEUSER CO 150 0 -150 0.00% -$4.59K
BROADCOM INC 4,000 0 -4,000 0.00% -$3.25K
EXPAND ENERGY CORP 1 0 -1 0.00% -$102
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
NVIDIA CORP 3,522 3,587 65 1.50% -$32.19K
AMAZON.COM INC 1,711 2,017 306 1.43% -$34.70K
MICROSOFT CORP 855 871 16 1.32% -$10.60K
APPLE INC 1,349 1,352 3 1.10% -$31.06K
TESLA INC 823 845 22 0.91% -$94.56K
ALPHABET INC CL C 1,314 1,411 97 0.87% -$43.14K
VISA INC-CLASS A 524 553 29 0.73% $11.96K
ALPHABET INC CL A 912 982 70 0.60% -$30.12K
ORACLE CORP 1,024 1,094 70 0.59% -$20.19K
BOEING CO/THE 752 808 56 0.57% $15.31K
MONSTER BEVERAGE CORP 1,848 1,983 135 0.46% $29.20K
BANK OF AMERICA CORPORATION 2,558 2,724 166 0.42% -$9.80K
MERCK & CO 1,022 1,221 199 0.40% $3.04K
SALESFORCE INC 292 374 82 0.39% $721
WALT DISNEY CO/T 1,027 1,081 54 0.38% -$17.80K
AUTODESK INC 331 357 26 0.38% -$5.15K
CONOCOPHILLIPS 958 1,054 96 0.36% -$747
DOXIMITY INC-A 1,288 1,628 340 0.36% $16.48K
PHILLIPS 66 835 875 40 0.35% -$7.37K
ALNYLAM PHARMACEUTICALS INC 305 327 22 0.33% $3.33K
ALLY FINANCIAL INC 2,360 2,501 141 0.31% -$10.29K
CENTENE CORP 1,357 1,363 6 0.31% -$5.31K
ELEVANCE HEALTH INC 173 191 18 0.31% $11.87K
PROCTER & GAMBLE 440 468 28 0.29% $3.05K
EQUIFAX INC 226 287 61 0.29% $12.56K
STATE STREET CORP 828 836 8 0.28% -$10.49K
AIRBNB INC CLASS A 320 595 275 0.28% $30.57K
JOHNSON&JOHNSON 435 444 9 0.27% $3.22K
SHOPIFY INC CL A 670 719 49 0.26% -$9.95K
FIRST CITIZENS BANCSHARES INC CL A 34 38 4 0.26% -$7.35K
ARM HOLDINGS LTD 549 589 40 0.26% -$20.42K
IQVIA HOLDINGS INC 426 431 5 0.26% -$18.94K
INTUITIVE SURGICAL INC 122 128 6 0.25% -$3.75K
EXXON MOBIL CORP 614 625 11 0.25% $425
VEEVA SYSTEMS-A 262 281 19 0.25% $4.55K
TE CONNECTIVITY PLC 367 441 74 0.25% $10.25K
REINSURANCE GROUP OF AMERICA 315 343 28 0.25% -$7.53K
DELTA AIR LI 1,142 1,461 319 0.23% -$16.00K
STARBUCKS CORP 715 755 40 0.23% -$16.55K
COMCAST CORP CL A 1,708 1,727 19 0.23% $1.57K
WORKDAY INC CL A 213 229 16 0.22% $286
CARLYLE GROUP INC (THE) 380 1,371 991 0.20% $31.63K
GE HEALTHCARE TECHNOLOGIES INC WI 276 730 454 0.20% $26.97K
OPTION 683 733 50 0.19% -$8.97K
AT&T INC 1,651 1,693 42 0.18% $7.72K
GLOBAL PAYMENTS INC 596 603 7 0.18% -$21.24K
WALMART INC 456 468 12 0.17% $752
SEI INVESTMENTS 527 565 38 0.17% -$1.39K
FORTUNE BRANDS INNOVATIONS INC 689 795 106 0.16% -$6.59K
MSCI INC 70 75 5 0.16% -$891
WARNER BROS DISCOVERY INC 4,633 4,686 53 0.16% -$7.74K
EXPEDITORS INTL OF WASH INC 346 366 20 0.15% $928
FACTSET RESEARCH SYSTEMS INC 85 92 7 0.15% -$561
AMER STATES WATE 152 487 335 0.15% $28.18K
BRIXMOR PROPERTY 1,436 1,513 77 0.14% $267
VERIZON COMMUNICATIONS INC 834 853 19 0.14% $4.73K
GENUINE PARTS CO 308 311 3 0.14% $753
FIRST FIN BANCRP 1,497 1,572 75 0.14% -$5.55K
SOUTHSTATE CORP 400 419 19 0.14% -$5.88K
MASCO CORPORATION 547 597 50 0.14% -$7.18K
ITT INC 244 256 12 0.13% -$1.77K
BLACKROCK INC 35 38 3 0.13% -$2.90K
EQUITABLE HOLDINGS INC 657 690 33 0.13% -$1.63K
COREBRIDGE FINANCIAL INC 1,127 1,143 16 0.13% -$4.18K
ILLUMINA INC 406 431 25 0.13% -$20.45K
APA CORP 1,972 2,114 142 0.13% -$10.39K
CME GROUP INC CL A 115 118 3 0.13% $5.50K
PAYPAL HOLDINGS 463 491 28 0.12% -$8.69K
MGIC INVT CORP 1,165 1,225 60 0.12% $761
GRACO INC 348 366 18 0.11% $578
BAXTER INTL INC 941 951 10 0.11% -$996
AMERIS BANCORP 479 504 25 0.11% -$1.91K
RTX CORP 223 229 6 0.11% $128
STRYKER CORP 74 77 3 0.11% -$164
PPL CORPORATION 749 783 34 0.11% $3.41K
ROPER TECHNOLOGIES INC 49 51 2 0.11% $357
ARTHUR J GALLAGHAR AND CO 85 89 4 0.11% $2.89K
Roche Holding AG 646 694 48 0.11% $2.94K
SPROUTS FMRS MKT INC 156 165 9 0.11% $3.51K
WOODWARD INC 142 150 8 0.11% $1.83K
BORGWARNER INC 963 973 10 0.11% -$3.11K
S&P GLOBAL INC 53 55 2 0.11% -$132
MAGNA INTL 779 788 9 0.11% -$3.51K
COSTCO WHOLESALE CORP 25 27 2 0.10% $2.35K
HANOVER INSURANCE GROUP INC 152 160 8 0.10% $3.31K
YUM CHINA HOLDINGS INC - XHKG LISTING 569 612 43 0.10% $189
Novartis AG 214 230 16 0.10% $3.69K
BJS WHSL CLUB HLDGS INC 214 222 8 0.10% $4.90K
MOBILEYE GLOBAL INC A 1,643 1,764 121 0.10% -$1.43K
STIFEL FINANCIAL CORP 285 299 14 0.10% -$7.40K
BLOCK INC CL A 407 436 29 0.10% -$11.47K
FULTON FINANCIAL CORP 1,436 1,510 74 0.10% -$4.02K
RB GLOBAL INC 234 248 14 0.10% $4.04K
EAST WEST BNCRP 273 289 16 0.09% -$3.39K
CARLISLE COS INC 61 65 4 0.09% $909
ANNALY CAPITAL MGMT INC REIT 1,191 1,253 62 0.09% $250
TOLL BROTHERS INC 231 242 11 0.09% -$6.96K
CORPORATE OFFICE PROPERTIES TR 872 926 54 0.09% -$1.49K
ASSURED GUARANTY LTD 266 275 9 0.09% -$1.04K
JONES LANG LASALLE INC 100 104 4 0.09% -$4.63K
CASEY'S GENERAL 48 51 3 0.09% $3.35K
ATLANTIC UNION B 794 835 41 0.09% -$6.86K
RELIANCE STEEL and ALUMINUM CO 76 80 4 0.09% $1.06K
WEBSTER FINL 458 481 23 0.09% -$4.84K
OWENS CORNING INC 150 155 5 0.09% -$5.14K
HIGHWOODS PROPERTIES INC 741 786 45 0.09% $279
CHEMED CORP 35 38 3 0.08% $2.43K
TAYLOR MORRISON HOME CORP 360 382 22 0.08% -$1.30K
SERVICE CORP INTERNATIONAL INC 263 273 10 0.08% $1.27K
CROWN HOLDINGS INC 218 226 8 0.08% $2.62K
EMCOR GROUP INC 52 54 2 0.08% -$1.66K
ECOLAB INC 82 85 3 0.08% $856
DYNATRACE INC 416 442 26 0.08% -$3.26K
COMFORT SYSTEMS USA INC 50 52 2 0.08% -$1.16K
CHURCH & DWIGHT 198 208 10 0.08% -$230
MOOG INC-CLASS A 117 122 5 0.08% -$850
NEW JERSEY RESOURCES CORP 396 412 16 0.08% $1.18K
KB HOME 350 372 22 0.08% -$3.39K
ONE GAS INC 245 254 9 0.08% $2.63K
EXPONENT INC 238 252 14 0.08% -$1.99K
SELECTIVE INSURANCE GROUP INC 218 227 9 0.08% $1.46K
INGREDION INC 144 149 5 0.08% $143
BURLINGTON STORES INC 84 87 3 0.08% -$4.27K
UNION PACIFIC CORP 70 88 18 0.07% $1.63K
BOSTON BEER COMPANY CL A 73 77 4 0.07% $628
SPX TECHNOLOGIES INC 136 141 5 0.07% -$1.28K
NVENT ELECTRIC PLC 325 344 19 0.07% -$2.27K
CORE & MAIN IN-A 327 356 29 0.07% $298
DOCUSIGN INC 220 228 8 0.07% -$2.64K
VISTEON CORP 226 235 9 0.07% -$388
CHAMPIONX CORP 702 764 62 0.07% -$1.67K
IDACORP INC 144 151 7 0.07% $2.00K
MSA SAFETY INC 108 112 4 0.07% -$160
MANHATTAN ASSOCIATES INC 94 98 4 0.07% -$2.22K
FLEX LTD 462 503 41 0.07% -$1.97K
HEALTHEQUITY INC 194 201 7 0.07% -$4.19K
CARPENTER TECHNOLOGY CORP 85 88 3 0.07% $804
CNX RESOURCES CORP 558 579 21 0.07% $1.76K
REXFORD INDUSTRIAL REALTY INC 495 514 19 0.07% -$3.11K
PENUMBRA INC 56 58 2 0.07% $2.03K
AVNET INC 346 359 13 0.06% -$1.00K
ADV ENERGY INDS 166 172 6 0.06% -$2.35K
TRAVEL+LEISURE CO 359 372 13 0.06% -$3.17K
PAYLOCITY HOLDING CORP 80 83 3 0.06% -$497
FIRST AMERICAN FINANCIAL CORP 252 262 10 0.06% $1
BIOMARIN PHARMACEUTICAL INC 240 250 10 0.06% $716
AAR CORP 286 297 11 0.06% -$3.50K
MKS INSTRUMENTS INC 213 226 13 0.06% -$8.28K
VOYA FINANCIAL INC 252 262 10 0.06% -$2.38K
HALOZYME THERAPEUTICS INC 237 248 11 0.06% $1.81K
DUOLINGO INC 37 39 2 0.06% $1.72K
NEUROCRINE BIOSCIENCES INC 136 141 5 0.06% -$5.46K
YELP INC 411 432 21 0.06% -$1.26K
MARSH & MCLENNAN 63 67 4 0.06% $1.44K
MERITAGE HOMES CORP 212 220 8 0.06% -$1.52K
ARAMARK 430 447 17 0.06% -$1.79K
SONOCO PRODUCTS CO 351 364 13 0.06% -$1.80K
RYDER SYSTEM INC 104 108 4 0.06% -$1.71K
ENERGIZER HOLDIN 528 548 20 0.06% -$3.13K
RANGE RESOURCES CORP 416 435 19 0.06% -$649
DICKS SPORTING GOODS INC 74 77 3 0.06% -$3.31K
KNOWLES CORP 879 913 34 0.06% -$2.27K
CRISPR THERAPEUTICS AG 346 371 25 0.06% -$44
LITHIA MOTORS INC CL A 47 49 2 0.06% -$3.33K
XPO LOGISTICS INC 130 135 5 0.05% -$3.05K
GLAUKOS CORP 148 152 4 0.05% -$8.83K
O'REILLY AUTOMOTIVE INC 9 10 1 0.05% $2.50K
HONEYWELL INTL INC 63 67 4 0.05% $9
INNOSPEC INC 151 157 6 0.05% -$3.07K
US STEEL CORP 304 321 17 0.05% $2.83K
CIENA CORP 196 206 10 0.05% -$3.24K
JANUS HENDERSON GROUP PLC 391 406 15 0.05% -$4.08K
KYNDRYL HOLDINGS INC 395 411 16 0.05% -$1.67K
AVANTOR INC 984 1,024 40 0.05% -$8.62K
OVINTIV INC 378 393 15 0.05% -$2.76K
UNDER ARMOUR INC CL A 2,126 2,283 157 0.05% -$4.69K
TYLER TECHNOLOGIES INC 22 24 2 0.05% -$197
UNITED THERAPEUTICS CORP DEL 41 43 2 0.05% -$1.37K
REGAL REXNORD CORP 118 123 5 0.05% -$5.71K
KILROY REALTY CORP 391 410 19 0.05% -$2.34K
FABRINET 60 63 3 0.05% -$54
AMERICAN AIRLINES GROUP INC 1,231 1,297 66 0.05% -$7.92K
KORN FERRY 199 209 10 0.05% -$1.18K
COHERENT CORP 191 200 9 0.05% -$4.42K
STEPAN CO 242 254 12 0.05% -$2.50K
OSHKOSH CORP 146 152 6 0.05% -$4.26K
JAZZ PHARMA PLC 103 108 5 0.05% -$178
MATTEL INC 765 794 29 0.05% -$1.64K
INTEL CORP 388 618 230 0.05% $4.88K
AMERICAN ASSETS TRUST INC 631 662 31 0.05% -$2.92K
OLLIES BARGAIN OUTLET HOLDINGS INC 109 115 6 0.05% $48
NOV INC 997 1,046 49 0.05% -$2.26K
HB FULLER CO 212 223 11 0.05% -$1.33K
BANC OF CALIFORNIA INC 837 875 38 0.05% -$1.61K
REPLIGEN CORP 79 83 4 0.04% -$1.68K
FLOOR & DECOR-A 152 158 6 0.04% -$3.93K
TORO CO 153 162 9 0.04% -$1.68K
ASBURY AUTOMOTIVE GROUP INC 48 50 2 0.04% -$3.33K
LATTICE SEMICONDUCTOR CORP 210 219 9 0.04% -$1.26K
QUALYS INC 80 85 5 0.04% -$467
ONTO INNOVATION INC 82 86 4 0.04% -$6.30K
LITTELFUSE INC 54 57 3 0.04% -$2.48K
SPS COMMERCE INC 68 72 4 0.04% -$2.23K
WEX INC 74 78 4 0.04% -$3.44K
AGCO CORP 108 115 7 0.04% -$1.52K
MINERALS TECHNOLOGIES INC 177 187 10 0.04% -$3.93K
TREX CO INC 150 161 11 0.04% -$1.62K
CROCS INC 89 96 7 0.04% $172
IRIDIUM COMMUNICATIONS INC 362 383 21 0.04% -$1.17K
MARRIOTT VACATIONS WORLD 159 168 9 0.04% -$4.59K
TEREX CORP 239 255 16 0.03% -$2.52K
GXO LOGISTICS INC 224 240 16 0.03% -$1.48K
AXON ENTERPRISE INC 12 14 2 0.03% $760
ALCOA CORP 326 343 17 0.03% -$3.10K
SILICON LABS 78 82 4 0.03% -$2.23K
THOR INDUSTRIES INC 108 115 7 0.03% -$2.78K
SAIA INC 31 33 2 0.03% -$6.83K
COGNEX CORP 274 292 18 0.03% -$2.96K
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
Mirova International Megatrends Fund 156,766 139,001 -17,765 6.93% -$151.00K
WCM Focused International Growth Class I 84,453 75,133 -9,321 6.92% -$159.60K
iShares ESG Aware MSCI EAFE ETF 24,439 21,219 -3,220 6.89% -$146.56K
Mirova Global Green Bond Fund 152,914 134,824 -18,089 4.49% -$143.43K
WCM Focused Emerging Markets Fund 70,972 67,835 -3,137 3.90% -$63.32K
Loomis Sayles Inflation Protected Securities Fund 116,100 101,611 -14,489 3.80% -$120.52K
Loomis Sayles Limited Term Government and Agency Fund 88,462 77,736 -10,726 3.26% -$104.07K
FIXED INC CLEARING CORP.REPO 992,720 802,288 -190,432 3.08% -$190.43K
SCHWAB CHARLES CORP 1,629 1,540 -89 0.48% -$9.39K
CITIGROUP INC 1,761 1,688 -73 0.44% -$27.97K
DEERE & CO 297 248 -49 0.44% -$26.58K
INTERCONTINENTAL EXCHANGE INC 734 633 -101 0.41% -$10.99K
GENERAL MOTORS CO 2,362 2,239 -123 0.39% -$15.53K
US TREASURY N/B 114,000 93,000 -21,000 0.35% -$19.42K
CAPITAL ONE FINANCIAL CORP 520 453 -67 0.31% -$24.27K
WILLIS TOWERS WATSON PLC 272 260 -12 0.31% -$9.61K
AMERICAN INTERNATIONAL GROUP 1,378 950 -428 0.30% -$24.06K
CHARTER COMMUNICATIONS INC A 208 190 -18 0.29% $2.59K
BANK OF NEW YORK MELLON CORP 1,134 784 -350 0.24% -$34.40K
WELLS FARGO & CO 1,079 884 -195 0.24% -$22.25K
QUALCOMM INC 459 416 -43 0.24% -$17.62K
NASDAQ INC 860 801 -59 0.23% -$9.77K
KEURIG DR PEPPER INC 2,017 1,747 -270 0.23% -$4.32K
EOG RESOURCES INC 709 508 -201 0.21% -$33.14K
CBRE GROUP INC - CL A 607 444 -163 0.21% -$33.61K
KENVUE INC 3,249 2,202 -1,047 0.20% -$17.20K
CORTEVA INC 1,309 818 -491 0.19% -$34.73K
FISERV INC 428 266 -162 0.19% -$43.37K
FR SD8199 62,286 61,405 -881 0.19% $133
FANNIE MAE 42,000 38,000 -4,000 0.17% -$3.54K
US TREASURY N/B 69,000 58,000 -11,000 0.17% -$7.17K
G2 MA8801 43,245 41,804 -1,441 0.16% -$1.15K
FN MA4600 43,342 42,528 -813 0.15% $23
CVS HEALTH CORP 749 555 -194 0.14% -$5.28K
KROGER CO 1,708 474 -1,234 0.13% -$71.05K
FN MA4548 39,572 38,884 -689 0.12% $181
YUM! BRANDS INC 243 193 -50 0.11% -$2.68K
FN MA4398 36,675 36,157 -518 0.11% $75
TJX COS INC 33,000 29,000 -4,000 0.10% -$2.98K
WATSCO INC 63 56 -7 0.10% -$4.40K
EATON CORP 29,000 26,000 -3,000 0.10% -$2.36K
ALIBABA GROUP HOLDING LTD SPON ADR 277 207 -70 0.09% -$2.66K
FN MA4578 29,732 29,227 -505 0.09% $49
CAN IMPERIAL BK 30,000 25,000 -5,000 0.09% -$4.49K
VERIZON COMM INC 39,000 34,000 -5,000 0.09% -$2.89K
FN MA4732 25,905 25,443 -462 0.09% $22
BANK OF AMER CRP 32,000 27,000 -5,000 0.09% -$3.94K
KEYCORP 29,000 26,000 -3,000 0.09% -$2.34K
OWENS CORNING 29,000 24,000 -5,000 0.09% -$4.46K
UMBS 27,257 26,801 -456 0.09% $81
ECOLAB INC 32,000 27,000 -5,000 0.09% -$3.64K
ELEVANCE HEALTH 25,000 23,000 -2,000 0.09% -$1.66K
COCA-COLA CO/THE 29,000 24,000 -5,000 0.09% -$4.32K
ALEXANDRIA REAL 28,000 23,000 -5,000 0.09% -$4.92K
VODAFONE GROUP 24,000 21,000 -3,000 0.09% -$3.01K
PNC FINANCIAL 27,000 22,000 -5,000 0.08% -$4.97K
CITIGROUP INC 24,000 22,000 -2,000 0.08% -$2.00K
BLACKROCK INC 29,000 24,000 -5,000 0.08% -$3.89K
Uniform Mortgage-Backed Securities 25,534 25,123 -411 0.08% $67
PEPSICO INC 28,000 23,000 -5,000 0.08% -$4.00K
NEXTERA ENERGY 29,000 24,000 -5,000 0.08% -$3.84K
FR SD8178 25,335 24,893 -442 0.08% $10
STARBUCKS CORP 28,000 23,000 -5,000 0.08% -$3.99K
QUALCOMM INC 29,000 24,000 -5,000 0.08% -$3.49K
AECOM 244 199 -45 0.08% -$6.10K
IBM CORP 27,000 24,000 -3,000 0.08% -$2.47K
FR SD8214 21,819 21,444 -375 0.07% $43
M&T BANK CORP 21,000 18,000 -3,000 0.07% -$3.20K
UMBS 22,020 21,662 -358 0.07% $69
UNITEDHEALTH GRP 20,000 18,000 -2,000 0.07% -$1.96K
SHELL INTL FIN 19,000 17,000 -2,000 0.07% -$2.09K
US TREASURY N/B 46,000 38,000 -8,000 0.07% -$3.35K
GRAND CANYON EDUCATION INC 128 103 -25 0.07% -$4.11K
GOLDMAN SACHS GROUP INC 35 33 -2 0.07% -$4.34K
MERIT MEDICAL SYSTEMS INC 227 186 -41 0.07% -$7.15K
FN MA5105 18,624 18,284 -340 0.07% -$40
EQUINOR ASA 23,000 21,000 -2,000 0.07% -$1.60K
G2 MA8098 19,775 19,297 -478 0.07% -$138
FR SD8255 18,675 18,379 -296 0.06% $73
FR SD8194 19,761 19,418 -343 0.06% $26
ANTERO RESOURCES 566 463 -103 0.06% -$5.00K
FR SD8213 18,825 18,534 -291 0.06% $71
INTERCONTINENT 29,000 24,000 -5,000 0.06% -$3.21K
US TREASURY N/B 26,000 22,000 -4,000 0.06% -$2.43K
UMBS Pool, 30 Year 15,961 15,611 -350 0.06% -$116
THE BOOKING HOLDINGS INC 4 3 -1 0.06% -$3.65K
UMBS, 30 Year 16,606 16,318 -289 0.06% $29
INTL BUS MACH CORP 83 62 -21 0.06% -$6.23K
FR SD8340 14,740 14,575 -164 0.05% $68
UMBS 17,456 17,238 -218 0.05% $84
MORGAN STANLEY 16,000 14,000 -2,000 0.05% -$1.75K
HUNTINGTON BANCS 27,000 13,000 -14,000 0.05% -$14.00K
EMERSON ELECTRIC 16,000 14,000 -2,000 0.05% -$1.54K
FORTUNE BRANDS H 17,000 14,000 -3,000 0.05% -$2.73K
FR SD8206 15,102 14,852 -251 0.05% $46
FR SD8221 14,509 14,278 -231 0.05% $36
BOSTON PROP LP 14,000 13,000 -1,000 0.05% -$911
BRISTOL-MYERS 16,000 13,000 -3,000 0.05% -$2.56K
PRUDENTIAL FIN 18,000 16,000 -2,000 0.05% -$1.53K
MORGAN STANLEY 13,000 12,000 -1,000 0.05% -$807
KELLOGG CO 192 132 -60 0.04% -$4.77K
AMPHENOL CORPORATION CL A 214 134 -80 0.04% -$4.84K
G2 MA9016 10,044 9,863 -182 0.04% -$87
FR SD8220 11,248 11,059 -189 0.04% $36
BROADCOM INC 14,000 10,000 -4,000 0.04% -$3.66K
PROCTER & GAMBLE 14,000 9,000 -5,000 0.03% -$4.40K
GNII II 4% 08/20/2053#MA9103 9,290 9,168 -122 0.03% $4
FN MA4579 10,017 9,840 -178 0.03% $25
FR SD8212 10,378 10,226 -152 0.03% $37
Uniform Mortgage-Backed Securities 8,970 8,783 -187 0.03% -$43
UMBS 9,506 9,311 -195 0.03% -$5
FN MA4327 9,463 9,182 -281 0.03% -$87
FN MA4399 8,905 8,749 -156 0.03% $10
REALTY INCOME 10,000 7,000 -3,000 0.03% -$2.81K
ELECTRONIC ARTS INC 82 45 -37 0.03% -$3.55K
FN MA4700 6,926 6,794 -133 0.02% -$2
FN MA4256 7,603 7,473 -130 0.02% $11
FR SD8183 7,187 7,066 -121 0.02% $12
FN MA4580 6,441 6,315 -126 0.02% -$2
UPJOHN INC 17,000 8,000 -9,000 0.02% -$7.13K
FR SD8244 5,258 5,166 -91 0.02% $5
WASTE MANAGEMENT 11,000 6,000 -5,000 0.02% -$3.65K
UMBS 4,511 4,427 -83 0.02% -$7
FR SD8151 5,051 4,971 -80 0.02% -$1
CVS HEALTH CORP 10,000 4,000 -6,000 0.02% -$5.79K
FN MA4378 4,751 4,682 -70 0.01% $13
FN MA4414 4,550 4,472 -78 0.01% $7
FN MA4437 2,449 2,414 -35 0.01% $1
FN MA4020 2,058 2,015 -43 0.01% -$3
FR SD8227 1,718 1,688 -30 0.01% $2
FN MA3871 1,816 1,787 -29 0.01% $5
FN MA3686 1,370 1,334 -36 0.00% -$10
FNMA 30YR 2% 09/01/2050#BP6715 1,394 1,375 -19 0.00% $6
FNMA 30YR 2.5% 08/01/2050#BP6618 1,193 1,172 -21 0.00% $2
FNMA POOL MA3631 FN 04/34 FIXED 3 795 751 -44 0.00% -$21
FN MA3745 468 458 -10 0.00% -$1
Uniform Mortgage-Backed Securities 389 376 -12 0.00% -$5
FNMA 30YR 4% 03/01/2050#MA3962 333 328 -5 0.00% $1
FN MA3637 266 259 -7 0.00% -$2
FR ZT2090 249 244 -4 0.00% $0
FN MA3687 106 102 -3 0.00% -$1
FN MA3688 99 97 -2 0.00% -$0
Security Shares Jan 2025 Shares Apr 2025 Δ shares End % Δ value
NETFLIX INC 227 227 0 0.99% $35.18K
META PLATFORMS INC CL A 421 421 0 0.89% -$59.02K
REGENERON PHARMACEUTICALS INC 113 113 0 0.26% -$8.39K
JPMORGAN CHASE and CO 259 259 0 0.24% -$5.87K
UNITEDHEALTH GRP 114 114 0 0.18% -$14.94K
BROADCOM INC 229 229 0 0.17% -$6.60K
COCA-COLA CO/THE 550 550 0 0.15% $4.99K
CHEVRON CORP 274 274 0 0.14% -$3.60K
HOME DEPOT INC 103 103 0 0.14% -$5.30K
LILLY ELI and CO 41 41 0 0.14% $3.60K
MCDONALDS CORP 111 111 0 0.14% $3.44K
GENERAL ELECTRIC CO 166 166 0 0.13% -$337
PEPSICO INC 244 244 0 0.13% -$3.69K
TJX COS INC 256 256 0 0.13% $996
ABBVIE INC 168 168 0 0.13% $1.88K
LINDE PLC 72 72 0 0.13% $512
WELLTOWER INC 212 212 0 0.12% $3.42K
ASTRAZENECA FIN 33,000 33,000 0 0.11% $928
US TREASURY N/B 38,000 38,000 0 0.11% $555
CUMMINS INC 27,000 27,000 0 0.11% $317
ACCENTURE PLC CL A 90 90 0 0.10% -$7.72K
LIBERTY BROADBAND CORP C 294 294 0 0.10% $4.04K
PNC FINANCIAL 27,000 27,000 0 0.10% $220
GENERAL MILLS INC 442 442 0 0.10% -$1.50K
GILEAD SCIENCES INC 233 233 0 0.10% $2.18K
CSX CORP 25,000 25,000 0 0.09% $158
GEN MOTORS FIN 24,000 24,000 0 0.09% $24
MONDELEZ INTL INC 334 334 0 0.09% $3.39K
ANALOG DEVICES INC 114 114 0 0.09% -$1.93K
THE CIGNA GROUP 65 65 0 0.08% $2.98K
LOCKHEED MARTIN CORP 46 46 0 0.08% $681
PFIZER INC 898 898 0 0.08% -$1.89K
ADV MICRO DEVICE 224 224 0 0.08% -$4.17K
SALESFORCE.COM 23,000 23,000 0 0.08% $524
US TREASURY N/B 29,000 29,000 0 0.08% $565
ADOBE INC 23,000 23,000 0 0.08% $624
KELLOGG CO 21,000 21,000 0 0.08% $333
SERVICENOW INC 22 22 0 0.08% -$1.39K
TEXAS INSTRUMENTS INC 129 129 0 0.08% -$3.17K
KINDER MORGAN INC 779 779 0 0.08% -$919
ENBRIDGE INC 20,000 20,000 0 0.08% $175
PNC FINANCIAL SERVICES GRP INC 125 125 0 0.08% -$5.03K
TRAVELERS COS IN 76 76 0 0.08% $1.44K
F5 INC 75 75 0 0.08% -$2.44K
MANULIFE FIN COR 21,000 21,000 0 0.08% $367
CONSOLIDATED EDISON INC 172 172 0 0.07% $3.27K
BRISTOL-MYERS SQUIBB CO 377 377 0 0.07% -$3.30K
EMERSON ELECTRIC CO 179 179 0 0.07% -$4.45K
HARTFORD INSURANCE GROUP INC/THE 147 147 0 0.07% $1.63K
ADOBE INC 48 48 0 0.07% -$3.00K
KRAFT HEINZ CO/T 612 612 0 0.07% -$453
ATMOS ENERGY CORP 110 110 0 0.07% $1.99K
MASTERCARD INC CL A 32 32 0 0.07% -$236
VULCAN MATERIALS CO 66 66 0 0.07% -$780
ORACLE CORP 17,000 17,000 0 0.07% $70
BECTON DICKINSON and CO 81 81 0 0.06% -$3.28K
ZOETIS INC CL A 105 105 0 0.06% -$1.52K
FIRSTENERGY CORP 378 378 0 0.06% $1.16K
WILLIAMS COS INC 274 274 0 0.06% $860
COGNIZANT TECH SOLUTIONS CL A 217 217 0 0.06% -$1.96K
EATON CORP PLC 54 54 0 0.06% -$1.73K
MCKESSON CORP 22 22 0 0.06% $2.60K
OAKTREE SPECIAL 16,000 16,000 0 0.06% $2
CARDINAL HEALTH INC 107 107 0 0.06% $1.89K
MARSH & MCLENNAN 17,000 17,000 0 0.06% $401
OMNICOM GROUP INC 198 198 0 0.06% -$2.10K
DOVER CORP 88 88 0 0.06% -$2.91K
METLIFE INC 14,000 14,000 0 0.06% $272
NVIDIA CORP 15,000 15,000 0 0.05% $403
APPLIED MATERIALS INC 94 94 0 0.05% -$2.79K
MARTIN MAR MTLS 27 27 0 0.05% -$544
DTE ELECTRIC CO 15,000 15,000 0 0.05% $342
KAISER FOUN HOSP 14,000 14,000 0 0.05% $163
BAKER HUGHES 14,000 14,000 0 0.05% $183
MACQUARIE GROUP LTD SR UNSECURED 144A 11/28 VAR 14,000 14,000 0 0.05% $156
LOWES COS INC 61 61 0 0.05% -$2.23K
EXELON CORP 14,000 14,000 0 0.05% $258
PROLOGIS LP 16,000 16,000 0 0.05% $404
TOYOTA MTR CRED 15,000 15,000 0 0.05% $344
AMERICAN EXPRESS 14,000 14,000 0 0.05% $211
CBOE GLOBAL MARKETS INC 61 61 0 0.05% $1.07K
REPUBLIC SVCS 16,000 16,000 0 0.05% $388
NUCOR CORP 15,000 15,000 0 0.05% $271
CADENCE DESIGN SYSTEMS INC 45 45 0 0.05% $5
TEXAS INSTRUMENT 13,000 13,000 0 0.05% $238
EVERSOURCE ENERGY 221 221 0 0.05% $398
AMERICAN EXPRESS CO 49 49 0 0.05% -$2.50K
CSX CORP 465 465 0 0.05% -$2.23K
CHRISTUS HEALTH 13,000 13,000 0 0.05% $190
QUEST DIAGNOSTIC 14,000 14,000 0 0.05% $297
DANAHER CORP 65 65 0 0.05% -$1.52K
ESSEX PORTFOLIO 14,000 14,000 0 0.05% $205
TORONTO DOM BANK 15,000 15,000 0 0.05% $380
INTEL CORP 14,000 14,000 0 0.05% $217
WELLTOWER OP LLC REGD 2.80000000 14,000 14,000 0 0.05% $355
CHUBB LTD 44 44 0 0.05% $625
SCHLUMBERGER INV 13,000 13,000 0 0.05% -$176
MICRON TECHNOLOGY INC 162 162 0 0.05% -$2.31K
QUALCOMM INC 15,000 15,000 0 0.05% -$211
WINGSTOP INC 47 47 0 0.05% -$1.60K
GE VERNOVA LLC 33 33 0 0.05% -$68
MONDELEZ INT INC 13,000 13,000 0 0.05% $263
INTERPUBLIC GRP 475 475 0 0.05% -$1.69K
AIR PRODUCTS and CHEMICALS INC 44 44 0 0.05% -$2.82K
AMAZON.COM INC 13,000 13,000 0 0.04% $229
CELANESE CORP 262 262 0 0.04% -$6.95K
ONEOK INC 141 141 0 0.04% -$2.12K
BIOGEN INC 13,000 13,000 0 0.04% $240
STERIS PLC 51 51 0 0.04% $209
L3HARRIS TECHNOLOGIES INC 52 52 0 0.04% $417
CLEARWAY ENERGY INC 416 416 0 0.04% $1.17K
INTUIT INC 18 18 0 0.04% $467
AVALONBAY COMMUNITIES INC REIT 51 51 0 0.04% -$588
PACIFIC GAS&ELEC 11,000 11,000 0 0.04% $258
AMGEN INC 36 36 0 0.04% $198
MERCK & CO INC 12,000 12,000 0 0.04% $316
PROLOGIS INC REIT 101 101 0 0.04% -$1.72K
LEIDOS HOLDINGS INC 70 70 0 0.04% $360
CHIPOTLE MEXICAN GRILL INC 200 200 0 0.04% -$1.57K
XCEL ENERGY INC 142 142 0 0.04% $497
TAKE-TWO INTERACTV SOFTWR INC 43 43 0 0.04% $2.06K
AQUA AMERICA INC 13,000 13,000 0 0.04% -$117
ALLIANT ENERGY CORPORATION 162 162 0 0.04% $350
LIVE NATION ENTERTAINMENT INC 74 74 0 0.04% -$905
WALMART INC 10,000 10,000 0 0.04% $203
MCCORMICK-N/V 126 126 0 0.04% -$72
AUTOMATIC DATA PROCESSING INC 32 32 0 0.04% -$77
PVH CORP 139 139 0 0.04% -$2.87K
AMERICAN TOWER CORP 42 42 0 0.04% $1.70K
MORGAN STANLEY 81 81 0 0.04% -$1.86K
FORTIVE CORP 134 134 0 0.04% -$1.56K
SHERWIN WILLIAMS CO 26 26 0 0.04% -$136
ALLSTATE CORPORATION 46 46 0 0.03% $279
PALO ALTO NETWORKS INC 48 48 0 0.03% $120
DTE ENERGY CO 65 65 0 0.03% $1.11K
TELEDYNE TECHNOLOGIES INC 19 19 0 0.03% -$861
KKR & CO INC 77 77 0 0.03% -$4.07K
FEDEX CORP 41 41 0 0.03% -$2.24K
EQUINIX INC 10 10 0 0.03% -$529
ARCH CAPITAL GROUP LTD 93 93 0 0.03% -$222
WASTE MANAGEMENT INC 36 36 0 0.03% $472
US BANCORP DEL 208 208 0 0.03% -$1.55K
CARRIER GLOBAL CORP 134 134 0 0.03% -$381
PTC INC 54 54 0 0.03% -$2.08K
RALPH LAUREN CORP 37 37 0 0.03% -$916
NORTHROP GRUMMAN CORP 17 17 0 0.03% -$13
SYNOPSYS INC 18 18 0 0.03% -$1.20K
VERTEX PHARMACEUTICALS INC 16 16 0 0.03% $765
NEWMONT CORP 154 154 0 0.03% $1.53K
UBER TECHNOLOGIES INC 98 98 0 0.03% $1.39K
ROSS STORES INC 57 57 0 0.03% -$659
3M CO 57 57 0 0.03% -$758
HOLOGIC INC 135 135 0 0.03% -$1.88K
LAM RESEARCH CORP 109 109 0 0.03% -$1.02K
EXELON CORP 166 166 0 0.03% $1.15K
REALTY INCOME 9,000 9,000 0 0.03% $125
PRUDENTL FINL 75 75 0 0.03% -$1.35K
AT&T INC 11,000 11,000 0 0.03% -$64
HERSHEY CO/THE 46 46 0 0.03% $825
COLGATE-PALMOLIVE CO 82 82 0 0.03% $450
SLB LTD 227 227 0 0.03% -$1.60K
LABCORP HOLDINGS INC 31 31 0 0.03% -$272
EBAY INC 109 109 0 0.03% $74
HCA HEALTHCARE INC 21 21 0 0.03% $319
ILLINOIS TOOL WORKS INC 30 30 0 0.03% -$578
TRUIST FINL CORP 178 178 0 0.03% -$1.65K
NETAPP INC 76 76 0 0.03% -$2.46K
DEVON ENERGY CORP 224 224 0 0.03% -$827
LEAR CORP 7,000 7,000 0 0.03% $45
HESS CORP 52 52 0 0.03% -$519
VALERO ENERGY CORP 56 56 0 0.02% -$947
ANSYS INC 20 20 0 0.02% -$572
FIDELITY NATL FI 7,000 7,000 0 0.02% $63
ZIMMER BIOMET HO 62 62 0 0.02% -$399
RESMED INC 27 27 0 0.02% $11
ATHENE HOLDING 6,000 6,000 0 0.02% $55
EDWARDS LIFESCIENCES CORP 83 83 0 0.02% $252
VF CORP 519 519 0 0.02% -$7.31K
INCYTE CORP 98 98 0 0.02% -$1.13K
LYB INTL FIN 7,000 7,000 0 0.02% -$275
NORFOLK SOUTHERN CORP 27 27 0 0.02% -$844
UNITED PARCEL SERVICE INC CL B 62 62 0 0.02% -$1.17K
AMERICAN WATER WRKS COMPANY 40 40 0 0.02% $895
PAYCHEX INC 39 39 0 0.02% -$21
JACK HENRY 33 33 0 0.02% -$22
CROWN CASTLE INC 52 52 0 0.02% $857
AGILENT TECHNOLOGIES INC 49 49 0 0.02% -$2.15K
AES CORP 522 522 0 0.02% -$522
SOUTHERN CAL ED 7,000 7,000 0 0.02% -$107
DIGITAL REALTY TRUST INC 31 31 0 0.02% -$103
HEWLETT PACKARD ENTERPRISE CO 296 296 0 0.02% -$1.47K
ZEBRA TECHNOLOGIES CORP CL A 19 19 0 0.02% -$2.69K
DIAMONDBACK ENERGY INC 36 36 0 0.02% -$1.16K
WEC ENERGY GROUP INC 43 43 0 0.02% $441
HP INC 180 180 0 0.02% -$1.25K
DUPONT DE NEMOURS INC 67 67 0 0.02% -$724
NORTHERN TRUST CORP 47 47 0 0.02% -$861
TARGET CORP 44 44 0 0.02% -$1.81K
ESTEE LAUDER COS INC CL A 67 67 0 0.02% -$1.57K
HUMANA INC 15 15 0 0.02% -$465
T ROWE PRICE GRP 44 44 0 0.01% -$1.25K
CITIZENS FINANCIAL GROUP INC 99 99 0 0.01% -$1.06K
HOST HOTELS & RE 240 240 0 0.01% -$622
ALIGN TECHNOLOGY INC 18 18 0 0.01% -$825
FREEPORT MCMORAN INC 86 86 0 0.01% $15
COSTAR GROUP INC 41 41 0 0.01% -$100
MICROCHIP TECHNOLOGY 51 51 0 0.01% -$419
LULULEMON ATHLETICA INC 8 8 0 0.01% -$1.15K
BIO-TECHNE CORP 41 41 0 0.01% -$951
WEST PHARMACEUTICAL SVCS INC 9 9 0 0.01% -$1.17K
CHARLES RIVER LABS INTL INC 16 16 0 0.01% -$738
ON SEMICONDUCTOR CORP 44 44 0 0.01% -$556

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