Jul 12, 2023 13 min read lbay-update

LBAY update - 13 jul 2023

dbmfwatch - LBAY \| 2023-07-13 \| changes found
symbol	description	shares	value	pct	1d chg	1wk chg	4wk chg	13wk chg
-cash-	Cash & Other	6.3M	$6.3M	9.8%	-0.6% \| -0.6%	-14.4% \| -14.4%	-18.0% \| -18.0%	-29.8% \| -29.8%
00123Q872	AGNC INVT	112.7K	$2.4M	3.8%	-1.0% \| 0.6%	-2.0% \| 0.3%	-5.8% \| 0.1%	-21.8% \| -13.6%
26884U208	EPR PPTYS	104.2K	$2.2M	3.4%	-1.0% \| -1.6%	-2.0% \| -3.3%	-5.8% \| -4.8%	-21.8% \| -11.8%
AAPL	APPLE	-5.4K	$-1.0M	-1.6%	1.0% \| 0.1%	2.0% \| 2.8%	5.8% \| 2.8%	38.4% \| 27.0%
ABBV	ABBVIE	18.7K	$2.5M	3.9%	-1.0% \| -2.5%	-2.0% \| -4.9%	-5.8% \| -7.7%	-21.7% \| -35.0%
APD	AIR PRODS & CHEMS	9.3K	$2.7M	4.2%	-1.0% \| 0.9%	-2.0% \| 0.1%	-5.8% \| -4.0%	-21.6% \| -19.7%
ATVI	ACTIVISION BLIZZARD	33.3K	$3.0M	4.7%	-1.0% \| -2.1%	-2.0% \| 6.4%	-5.8% \| 4.3%	-21.8% \| -17.1%
AWK	AMERICAN WTR WKS CO	13.4K	$1.9M	3.0%	-1.0% \| 1.0%	-2.0% \| -1.6%	-5.8% \| -6.2%	-21.7% \| -24.5%
BG	BUNGE LIMITED	35.6K	$3.6M	5.6%	-1.0% \| -2.4%	-2.0% \| 0.2%	-5.8% \| -0.5%	-21.7% \| -16.7%
BLK	BLACKROCK	-1.6K	$-1.2M	-1.8%	1.0% \| -1.2%	2.0% \| -2.7%	5.7% \| 1.1%	21.3% \| 14.3%
BURL	BURLINGTON STORES	-5.2K	$-852.1K	-1.3%	1.0% \| 2.5%	2.0% \| 0.1%	5.8% \| -4.2%	-
CARR	CARRIER GLOBAL	47.5K	$2.5M	3.9%	-1.0% \| -0.8%	-2.0% \| 5.7%	-5.8% \| 8.4%	-21.7% \| -5.2%
CMCSA	COMCAST	62.9K	$2.7M	4.1%	-1.0% \| -0.2%	-2.0% \| 0%	-5.8% \| -2.4%	-21.8% \| -12.0%
CMG	CHIPOTLE MEXICAN GRILL	-456.0	$-946.7K	-1.5%	0.9% \| -0.2%	1.7% \| 3.8%	5.0% \| 4.3%	48.4% \| 36.9%
DASH	DOORDASH	-16.9K	$-1.4M	-2.1%	1.0% \| 0.1%	2.0% \| 0.1%	5.8% \| -6.2%	31.7% \| 8.4%
DKNG	DRAFTKINGS	-35.9K	$-1.1M	-1.7%	1.0% \| -4.2%	2.0% \| -14.6%	5.8% \| -13.6%	44.3% \| 8.3%
DPZ	DOMINOS PIZZA	5.7K	$2.2M	3.5%	-1.0% \| 10.0%	-2.0% \| 13.7%	-5.8% \| 19.7%	-21.5% \| -6.6%
EQIX	EQUINIX	-1.3K	$-1.0M	-1.6%	1.0% \| 0.5%	2.0% \| 1.9%	5.7% \| 3.8%	21.3% \| 12.4%
FIS	FIDELITY NATL INF SVCS	45.4K	$2.7M	4.2%	-1.0% \| -1.1%	-2.0% \| -2.9%	-5.8% \| 2.0%	-16.5% \| -10.6%
FIVE	FIVE BELOW	-4.8K	$-964.8K	-1.5%	1.0% \| -0.4%	2.0% \| -1.0%	5.8% \| 1.3%	9.7% \| 15.1%
GE	GENERAL ELECTRIC CO	-9.5K	$-1.1M	-1.6%	1.0% \| 1.0%	2.0% \| -0.3%	5.8% \| 0%	21.6% \| 7.4%
GEHC	GE HEALTHCARE TECH	24.1K	$2.0M	3.1%	-1.0% \| -0.5%	-2.0% \| -0.8%	-5.8% \| -2.0%	-21.7% \| -21.8%
HUBS	HUBSPOT	-2.2K	$-1.2M	-1.9%	1.0% \| 0.5%	1.9% \| -2.2%	5.6% \| -1.7%	21.0% \| -3.7%
ICE	INTERCONTINENTAL EXCH	25.3K	$2.9M	4.5%	-1.0% \| -0.2%	-2.0% \| 0.7%	-5.8% \| -1.8%	-21.7% \| -15.7%
JNJ	JOHNSON & JOHNSON	14.8K	$2.3M	3.6%	-1.0% \| -1.4%	-2.0% \| -4.9%	-5.8% \| -7.8%	-21.7% \| -24.5%
KDP	KEURIG DR PEPPER	52.4K	$1.6M	2.5%	-1.0% \| -1.4%	-2.0% \| -3.5%	-5.8% \| -7.3%	-21.8% \| -30.5%
KO	COCA COLA CO	28.0K	$1.7M	2.6%	-1.0% \| -0.5%	-2.0% \| -3.9%	-5.8% \| -6.7%	-21.8% \| -25.3%
LANC	LANCASTER COLONY	10.0K	$1.9M	2.9%	-1.0% \| -0.6%	-2.0% \| -7.6%	-5.8% \| -5.9%	-21.7% \| -26.6%
LHX	L3HARRIS TECH	11.4K	$2.2M	3.5%	-1.0% \| -1.7%	-2.0% \| -2.6%	-5.8% \| -3.4%	-8.6% \| -10.3%
LTH	LIFE TIME	-31.8K	$-704.3K	-1.1%	1.0% \| -4.5%	2.0% \| -12.2%	5.8% \| -1.0%	-
LULU	LULULEMON ATHLETICA	-3.1K	$-1.2M	-1.9%	1.0% \| 0%	2.0% \| 0.1%	5.8% \| 4.2%	29.1% \| 25.2%
MDT	MEDTRONIC	28.7K	$2.5M	3.9%	-1.0% \| -0.7%	-2.0% \| -1.2%	-5.8% \| -6.2%	-21.8% \| -15.2%
MTN	VAIL RESORTS	8.4K	$2.0M	3.2%	-1.0% \| -1.6%	-2.0% \| -2.9%	-5.8% \| -7.9%	-21.7% \| -19.5%
NEM	NEWMONT	56.2K	$2.5M	3.9%	-1.0% \| 3.3%	-2.0% \| 5.1%	-5.8% \| 1.1%	-17.4% \| -24.9%
NTR	NUTRIEN	20.3K	$1.2M	1.9%	-1.0% \| -2.4%	-2.0% \| -2.7%	-5.8% \| -4.4%	-21.7% \| -35.6%
OLLI	OLLIES BARGAIN OUTL IN	-18.0K	$-1.2M	-1.9%	1.0% \| -0.4%	2.0% \| -8.2%	5.8% \| -6.0%	35.2% \| 24.8%
ORI	OLD REP INTL	93.8K	$2.4M	3.7%	-1.0% \| -0.9%	-2.0% \| 0.1%	-5.8% \| -2.0%	-21.8% \| -21.0%
PCG	PG&E	137.4K	$2.5M	3.9%	-1.0% \| 1.8%	-2.0% \| 0%	-5.8% \| -0.7%	-15.7% \| -9.7%
PCH	POTLATCHDELTIC	50.0K	$2.7M	4.2%	-1.0% \| -0.9%	-2.0% \| 0.2%	-5.8% \| -0.7%	-21.8% \| -14.3%
PKG	PACKAGING AMER	15.1K	$2.0M	3.1%	-1.0% \| -0.3%	-2.0% \| 0.6%	-5.8% \| -4.3%	-21.7% \| -26.5%
PLD	PROLOGIS.	-7.2K	$-906.2K	-1.4%	1.0% \| -0.6%	2.0% \| 1.0%	5.8% \| 2.8%	21.6% \| 20.1%
PLNT	PLANET FITNESS	-14.2K	$-985.8K	-1.5%	1.0% \| 1.1%	2.0% \| -2.8%	5.8% \| 8.1%	21.7% \| 29.3%
RIO	RIO TINTO	24.2K	$1.6M	2.5%	-1.0% \| 2.6%	-2.0% \| 2.4%	-5.8% \| -6.3%	-21.7% \| -24.6%
SF	STIFEL FINL	-14.6K	$-900.1K	-1.4%	1.0% \| 0%	2.0% \| -2.1%	5.8% \| 2.7%	21.8% \| 17.2%
SHOP	SHOPIFY	-14.8K	$-974.3K	-1.5%	1.0% \| -3.4%	2.0% \| -0.3%	5.8% \| 5.7%	52.4% \| 30.7%
SPGI	S&P Global	5.8K	$2.3M	3.6%	-1.0% \| 1.5%	-2.0% \| -0.3%	-5.8% \| -2.6%	-21.7% \| -7.1%
SQ	BLOCK	-14.5K	$-1.0M	-1.6%	1.0% \| 0.8%	2.0% \| -1.2%	5.8% \| -5.3%	11.8% \| -0.1%
TSLA	TESLA	-5.1K	$-1.4M	-2.1%	1.0% \| 0.2%	2.0% \| 5.6%	5.8% \| 0.2%	34.4% \| 1.1%
UNP	UNION PAC	9.2K	$1.9M	3.0%	-1.0% \| 0%	-2.0% \| 0.4%	-5.8% \| -2.9%	-14.4% \| -10.0%
V	VISA	12.1K	$2.9M	4.5%	-1.0% \| -0.3%	-2.0% \| -0.9%	-5.8% \| 2.1%	-21.7% \| -16.7%
WM	WASTE MGMT DEL	17.1K	$2.9M	4.5%	-1.0% \| -1.6%	-2.0% \| -3.1%	-5.8% \| -1.9%	-29.1% \| -27.5%
XOM	EXXON MOBIL	29.2K	$3.1M	4.8%	-1.0% \| -0.5%	-2.0% \| -2.4%	-5.8% \| -4.6%	-21.7% \| -27.7%
YETI	YETI	-17.8K	$-754.6K	-1.2%	1.0% \| -4.8%	2.0% \| -7.6%	5.8% \| -7.7%	21.7% \| 15.4%
ZBH	ZIMMER BIOMET	21.7K	$3.1M	4.8%	-1.0% \| -1.4%	-2.0% \| -1.8%	-5.8% \| -5.4%	-30.9% \| -25.1%
not investment advice - use at own risk - see terms - data by leatherback asset management

dbmfwatch - LBAY \| 2023-07-13 \| history
		2023-07-13			2023-07-12 (1d)			2023-07-06 (1wk)			2023-06-15 (4wk)			2023-04-13 (13wk)			2023-01-12 (26wk)
symbol	description	shares	value	pct	shares	value	pct	shares	value	pct	shares	value	pct	shares	value	pct	shares	value	pct
-cash-	Cash & Other	6.3M	$6.3M	9.8%	6.3M	$6.3M	9.8%	7.3M	$7.3M	11.3%	7.7M	$7.7M	11.5%	9.0M	$9.0M	10.4%	9.5M	$9.5M	9.7%
00123Q872	AGNC INVT	112.7K	$2.4M	3.8%	113.9K	$2.4M	3.7%	115.0K	$2.4M	3.7%	119.7K	$2.4M	3.6%	144.1K	$2.8M	3.3%	153.4K	$3.1M	3.2%
26884U208	EPR PPTYS	104.2K	$2.2M	3.4%	105.3K	$2.2M	3.4%	106.4K	$2.2M	3.4%	110.7K	$2.3M	3.4%	133.2K	$2.5M	2.9%	141.8K	$2.6M	2.6%
AAPL	APPLE	-5.4K	$-1.0M	-1.6%	-5.4K	$-1.0M	-1.6%	-5.5K	$-1.0M	-1.6%	-5.7K	$-1.0M	-1.6%	-8.7K	$-1.4M	-1.6%	-12.0K	$-1.6M	-1.6%
ABBV	ABBVIE	18.7K	$2.5M	3.9%	18.9K	$2.6M	4.0%	19.1K	$2.6M	4.0%	19.9K	$2.7M	4.1%	23.9K	$3.8M	4.5%	28.9K	$4.5M	4.6%
ABNB	AIRBNB	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-11.9K	$-1.1M	-1.1%
APD	AIR PRODS & CHEMS	9.3K	$2.7M	4.2%	9.4K	$2.7M	4.2%	9.5K	$2.7M	4.2%	9.9K	$2.8M	4.3%	11.8K	$3.4M	3.9%	13.1K	$4.1M	4.2%
ATVI	ACTIVISION BLIZZARD	33.3K	$3.0M	4.7%	33.6K	$3.1M	4.7%	34.0K	$2.8M	4.3%	35.4K	$2.9M	4.3%	42.6K	$3.6M	4.2%	42.8K	$3.3M	3.3%
AVGO	BROADCOM	-	-	-	-	-	-	-	-	-	-	-	-	-2.2K	$-1.4M	-1.6%	-2.9K	$-1.7M	-1.7%
AWK	AMERICAN WTR WKS CO	13.4K	$1.9M	3.0%	13.5K	$1.9M	3.0%	13.6K	$2.0M	3.0%	14.2K	$2.1M	3.1%	17.1K	$2.6M	3.0%	18.2K	$2.9M	3.0%
AXP	AMERICAN EXPRESS CO	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-10.0K	$-1.5M	-1.6%
BG	BUNGE LIMITED	35.6K	$3.6M	5.6%	35.9K	$3.7M	5.7%	36.3K	$3.6M	5.5%	37.8K	$3.6M	5.4%	45.5K	$4.3M	5.0%	51.4K	$5.1M	5.1%
BLK	BLACKROCK	-1.6K	$-1.2M	-1.8%	-1.6K	$-1.1M	-1.8%	-1.6K	$-1.1M	-1.7%	-1.7K	$-1.2M	-1.8%	-2.0K	$-1.3M	-1.6%	-2.2K	$-1.6M	-1.7%
BPOP	POPULAR	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	40.6K	$2.8M	2.8%
BURL	BURLINGTON STORES	-5.2K	$-852.1K	-1.3%	-5.2K	$-874.1K	-1.4%	-5.3K	$-852.9K	-1.3%	-5.5K	$-817.4K	-1.2%	-	-	-	-	-	-
CARR	CARRIER GLOBAL	47.5K	$2.5M	3.9%	48.0K	$2.5M	3.9%	48.5K	$2.4M	3.7%	50.4K	$2.3M	3.5%	60.7K	$2.7M	3.1%	87.2K	$3.9M	4.0%
CMCSA	COMCAST	62.9K	$2.7M	4.1%	63.5K	$2.7M	4.1%	64.2K	$2.7M	4.1%	66.8K	$2.7M	4.1%	80.4K	$3.0M	3.5%	78.4K	$3.0M	3.0%
CMG	CHIPOTLE MEXICAN GRILL	-456.0	$-946.7K	-1.5%	-460.0	$-944.5K	-1.5%	-464.0	$-984.0K	-1.5%	-480.0	$-989.4K	-1.5%	-884.0	$-1.5M	-1.7%	-940.0	$-1.4M	-1.4%
CRM	SALESFORCE	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-11.2K	$-1.6M	-1.7%
DASH	DOORDASH	-16.9K	$-1.4M	-2.1%	-17.1K	$-1.4M	-2.1%	-17.2K	$-1.4M	-2.1%	-17.9K	$-1.3M	-1.9%	-24.7K	$-1.5M	-1.7%	-28.6K	$-1.5M	-1.5%
DHI	D R HORTON	-	-	-	-	-	-	-7.9K	$-945.0K	-1.4%	-8.2K	$-936.3K	-1.4%	-14.1K	$-1.4M	-1.6%	-	-	-
DKNG	DRAFTKINGS	-35.9K	$-1.1M	-1.7%	-36.3K	$-1.1M	-1.6%	-36.7K	$-956.4K	-1.5%	-38.2K	$-964.1K	-1.4%	-64.5K	$-1.2M	-1.4%	-96.4K	$-1.3M	-1.3%
DPZ	DOMINOS PIZZA	5.7K	$2.2M	3.5%	5.8K	$2.0M	3.1%	5.8K	$2.0M	3.0%	6.1K	$1.9M	2.8%	7.3K	$2.4M	2.8%	5.1K	$1.8M	1.8%
EQIX	EQUINIX	-1.3K	$-1.0M	-1.6%	-1.3K	$-1.0M	-1.6%	-1.3K	$-1.0M	-1.6%	-1.4K	$-1.1M	-1.6%	-1.7K	$-1.2M	-1.4%	-1.8K	$-1.3M	-1.3%
FIS	FIDELITY NATL INF SVCS	45.4K	$2.7M	4.2%	45.9K	$2.7M	4.2%	46.3K	$2.8M	4.2%	48.2K	$2.6M	4.0%	54.4K	$3.0M	3.5%	48.5K	$3.4M	3.4%
FIVE	FIVE BELOW	-4.8K	$-964.8K	-1.5%	-4.9K	$-961.2K	-1.5%	-4.9K	$-955.6K	-1.5%	-5.1K	$-977.2K	-1.5%	-5.3K	$-1.1M	-1.3%	-	-	-
GE	GENERAL ELECTRIC CO	-9.5K	$-1.1M	-1.6%	-9.6K	$-1.1M	-1.7%	-9.7K	$-1.1M	-1.6%	-10.1K	$-1.1M	-1.6%	-12.1K	$-1.1M	-1.3%	40.0K	$3.1M	3.2%
GEHC	GE HEALTHCARE TECH	24.1K	$2.0M	3.1%	24.4K	$2.0M	3.0%	24.6K	$2.0M	3.0%	25.6K	$2.0M	3.0%	30.8K	$2.5M	2.9%	32.8K	$2.1M	2.2%
HAS	HASBRO	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	41.9K	$2.8M	2.8%
HRB	BLOCK H & R	-	-	-	-	-	-	-	-	-	-	-	-	58.6K	$2.0M	2.3%	62.4K	$2.4M	2.4%
HUBS	HUBSPOT	-2.2K	$-1.2M	-1.9%	-2.3K	$-1.2M	-1.9%	-2.3K	$-1.2M	-1.8%	-2.4K	$-1.2M	-1.8%	-2.8K	$-1.2M	-1.4%	-	-	-
ICE	INTERCONTINENTAL EXCH	25.3K	$2.9M	4.5%	25.5K	$2.9M	4.5%	25.8K	$2.9M	4.4%	26.8K	$3.0M	4.5%	32.3K	$3.5M	4.0%	32.7K	$3.6M	3.6%
JNJ	JOHNSON & JOHNSON	14.8K	$2.3M	3.6%	15.0K	$2.4M	3.7%	15.1K	$2.5M	3.8%	15.7K	$2.5M	3.8%	18.9K	$3.1M	3.6%	16.4K	$2.9M	2.9%
KDP	KEURIG DR PEPPER	52.4K	$1.6M	2.5%	52.9K	$1.7M	2.6%	53.5K	$1.7M	2.6%	55.6K	$1.8M	2.6%	67.0K	$2.4M	2.7%	71.3K	$2.6M	2.6%
KO	COCA COLA CO	28.0K	$1.7M	2.6%	28.3K	$1.7M	2.6%	28.6K	$1.7M	2.7%	29.8K	$1.8M	2.7%	35.8K	$2.2M	2.6%	38.2K	$2.4M	2.4%
LANC	LANCASTER COLONY	10.0K	$1.9M	2.9%	10.1K	$1.9M	2.9%	10.2K	$2.0M	3.1%	10.6K	$2.0M	3.0%	12.8K	$2.6M	3.0%	14.4K	$2.8M	2.9%
LHX	L3HARRIS TECH	11.4K	$2.2M	3.5%	11.5K	$2.3M	3.5%	11.6K	$2.3M	3.5%	12.1K	$2.3M	3.5%	12.4K	$2.5M	2.9%	12.7K	$2.5M	2.6%
LTH	LIFE TIME	-31.8K	$-704.3K	-1.1%	-32.2K	$-674.3K	-1.0%	-32.5K	$-627.9K	-1.0%	-33.8K	$-697.5K	-1.1%	-	-	-	-	-	-
LULU	LULULEMON ATHLETICA	-3.1K	$-1.2M	-1.9%	-3.1K	$-1.2M	-1.8%	-3.2K	$-1.2M	-1.8%	-3.3K	$-1.2M	-1.9%	-4.4K	$-1.6M	-1.8%	-4.7K	$-1.5M	-1.5%
MDT	MEDTRONIC	28.7K	$2.5M	3.9%	28.9K	$2.5M	3.9%	29.2K	$2.5M	3.9%	30.4K	$2.7M	4.0%	36.6K	$3.0M	3.4%	36.6K	$2.9M	3.0%
MTN	VAIL RESORTS	8.4K	$2.0M	3.2%	8.5K	$2.1M	3.2%	8.6K	$2.1M	3.2%	8.9K	$2.2M	3.3%	10.7K	$2.5M	2.9%	12.6K	$3.2M	3.2%
NEM	NEWMONT	56.2K	$2.5M	3.9%	56.8K	$2.5M	3.8%	57.4K	$2.4M	3.7%	59.7K	$2.5M	3.8%	68.0K	$3.4M	3.9%	68.3K	$3.6M	3.6%
NTR	NUTRIEN	20.3K	$1.2M	1.9%	20.5K	$1.2M	1.9%	20.7K	$1.2M	1.9%	21.6K	$1.3M	1.9%	26.0K	$1.9M	2.2%	27.6K	$2.0M	2.1%
NVDA	NVIDIA	-	-	-	-	-	-	-	-	-	-	-	-	-6.3K	$-1.7M	-1.9%	-10.3K	$-1.7M	-1.7%
OLLI	OLLIES BARGAIN OUTL IN	-18.0K	$-1.2M	-1.9%	-18.1K	$-1.2M	-1.9%	-18.3K	$-1.1M	-1.8%	-19.1K	$-1.2M	-1.8%	-27.7K	$-1.6M	-1.9%	-31.3K	$-1.6M	-1.7%
ORI	OLD REP INTL	93.8K	$2.4M	3.7%	94.8K	$2.4M	3.7%	95.7K	$2.4M	3.7%	99.6K	$2.4M	3.7%	119.9K	$3.0M	3.5%	158.3K	$3.8M	3.9%
PCG	PG&E	137.4K	$2.5M	3.9%	138.8K	$2.5M	3.8%	140.3K	$2.5M	3.8%	145.9K	$2.5M	3.8%	163.1K	$2.8M	3.2%	221.4K	$3.5M	3.5%
PCH	POTLATCHDELTIC	50.0K	$2.7M	4.2%	50.5K	$2.7M	4.2%	51.0K	$2.7M	4.1%	53.0K	$2.7M	4.0%	63.9K	$3.1M	3.6%	62.1K	$2.8M	2.8%
PKG	PACKAGING AMER	15.1K	$2.0M	3.1%	15.2K	$2.0M	3.1%	15.4K	$2.0M	3.1%	16.0K	$2.1M	3.2%	19.3K	$2.7M	3.2%	20.5K	$2.7M	2.8%
PLD	PROLOGIS.	-7.2K	$-906.2K	-1.4%	-7.3K	$-900.7K	-1.4%	-7.4K	$-915.5K	-1.4%	-7.7K	$-932.4K	-1.4%	-9.2K	$-1.1M	-1.3%	-9.8K	$-1.2M	-1.2%
PLNT	PLANET FITNESS	-14.2K	$-985.8K	-1.5%	-14.4K	$-997.2K	-1.5%	-14.5K	$-958.8K	-1.5%	-15.1K	$-1.1M	-1.6%	-18.2K	$-1.4M	-1.6%	-19.3K	$-1.6M	-1.7%
RIO	RIO TINTO	24.2K	$1.6M	2.5%	24.4K	$1.6M	2.4%	24.7K	$1.6M	2.4%	25.7K	$1.7M	2.6%	30.9K	$2.1M	2.5%	32.9K	$2.5M	2.5%
SCHW	SCHWAB CHARLES	-	-	-	-	-	-	-	-	-	-	-	-	43.1K	$2.2M	2.6%	55.0K	$4.6M	4.7%
SF	STIFEL FINL	-14.6K	$-900.1K	-1.4%	-14.7K	$-900.1K	-1.4%	-14.9K	$-881.8K	-1.4%	-15.5K	$-924.8K	-1.4%	-18.6K	$-1.1M	-1.3%	-23.6K	$-1.5M	-1.5%
SHOP	SHOPIFY	-14.8K	$-974.3K	-1.5%	-14.9K	$-942.7K	-1.4%	-15.1K	$-971.8K	-1.5%	-15.7K	$-1.0M	-1.6%	-31.0K	$-1.4M	-1.6%	-36.9K	$-1.3M	-1.4%
SIVB	SVB FINANCIAL	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-6.5K	$-1.7M	-1.7%
SPGI	S&P Global	5.8K	$2.3M	3.6%	5.8K	$2.3M	3.6%	5.9K	$2.3M	3.6%	6.1K	$2.4M	3.6%	7.4K	$2.5M	2.9%	7.8K	$2.8M	2.9%
SQ	BLOCK	-14.5K	$-1.0M	-1.6%	-14.7K	$-1.0M	-1.6%	-14.8K	$-1.0M	-1.6%	-15.4K	$-981.3K	-1.5%	-16.5K	$-1.0M	-1.2%	-	-	-
T	AT&T	-	-	-	-	-	-	-	-	-	-	-	-	138.9K	$2.7M	3.2%	175.1K	$3.4M	3.5%
TRUP	TRUPANION	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-11.8K	$-640.7K	-0.7%
TSLA	TESLA	-5.1K	$-1.4M	-2.1%	-5.1K	$-1.4M	-2.1%	-5.2K	$-1.5M	-2.2%	-5.4K	$-1.4M	-2.1%	-7.8K	$-1.4M	-1.6%	-11.0K	$-1.4M	-1.4%
UNP	UNION PAC	9.2K	$1.9M	3.0%	9.3K	$1.9M	3.0%	9.4K	$1.9M	3.0%	9.8K	$2.0M	3.0%	10.8K	$2.1M	2.5%	-	-	-
V	VISA	12.1K	$2.9M	4.5%	12.2K	$2.9M	4.5%	12.4K	$3.0M	4.5%	12.8K	$2.9M	4.3%	15.5K	$3.5M	4.1%	16.4K	$3.7M	3.7%
WM	WASTE MGMT DEL	17.1K	$2.9M	4.5%	17.3K	$2.9M	4.5%	17.4K	$3.0M	4.6%	18.1K	$2.9M	4.4%	24.1K	$4.0M	4.6%	-	-	-
XOM	EXXON MOBIL	29.2K	$3.1M	4.8%	29.5K	$3.1M	4.8%	29.8K	$3.2M	4.9%	31.0K	$3.3M	4.9%	37.4K	$4.3M	5.0%	46.3K	$5.2M	5.2%
YETI	YETI	-17.8K	$-754.6K	-1.2%	-18.0K	$-720.0K	-1.1%	-18.2K	$-701.3K	-1.1%	-18.9K	$-700.8K	-1.1%	-22.8K	$-892.5K	-1.0%	-24.3K	$-1.1M	-1.1%
ZBH	ZIMMER BIOMET	21.7K	$3.1M	4.8%	21.9K	$3.1M	4.8%	22.1K	$3.2M	4.8%	23.0K	$3.3M	4.9%	31.4K	$4.1M	4.8%	35.9K	$4.5M	4.5%
not investment advice - use at own risk - see terms - data by leatherback asset management

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