BAHL & GAYNOR INC Diversified Active

CIK: 0000872259 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $20,136,603 (100.0% shares, 0.0% debt)

Holdings (326)

Broadcom Inc 5.5%
Value ($000) $1,112,354 Shares 3,371,689 Est. Cost $191.82 Unrealized
MSFT Microsoft Corp 4.3%
Value ($000) $872,065 Shares 1,683,686 Est. Cost $112.87 Unrealized +350.7%
AbbVie Inc 3.6%
Value ($000) $730,337 Shares 3,154,256 Est. Cost $128.66 Unrealized
JPMorgan Chase & Co 3.2%
Value ($000) $634,425 Shares 2,011,301 Est. Cost $153.79 Unrealized
PG Procter & Gamble Co 3.1%
Value ($000) $630,480 Shares 4,103,354 Est. Cost $95.71 Unrealized +61.8%
LLY Eli Lilly & Co 3.0%
Value ($000) $613,437 Shares 803,980 Est. Cost $165.10 Unrealized +349.6%
WMB Williams Cos Inc 2.6%
Value ($000) $523,116 Shares 8,257,555 Est. Cost $37.04 Unrealized +56.1%
JNJ Johnson & Johnson 2.5%
Value ($000) $494,609 Shares 2,667,504 Est. Cost $143.53 Unrealized +18.1%
HD Home Depot Inc 2.4%
Value ($000) $492,160 Shares 1,214,639 Est. Cost $173.62 Unrealized +124.1%
Nextera Energy Inc 2.1%
Value ($000) $413,408 Shares 5,476,332 Est. Cost $85.01 Unrealized
MRSH Marsh & McLennan Cos Inc 1.8%
Value ($000) $372,128 Shares 1,846,515 Est. Cost $114.13 Unrealized +78.7%
MDLZ Mondelez Intl Inc Cl A 1.8%
Value ($000) $363,377 Shares 5,816,826 Est. Cost $52.21 Unrealized +21.4%
CVX Chevron Corp 1.7%
Value ($000) $351,447 Shares 2,263,166 Est. Cost $112.14 Unrealized +35.8%
Eaton Corp PLC 1.6%
Value ($000) $331,846 Shares 886,696 Est. Cost $142.60 Unrealized
MCD McDonalds Corp 1.6%
Value ($000) $316,407 Shares 1,041,188 Est. Cost $179.08 Unrealized +68.3%
SRE Sempra 1.6%
Value ($000) $314,911 Shares 3,499,794 Est. Cost $62.79 Unrealized +27.1%
Travelers Companies Inc 1.5%
Value ($000) $310,758 Shares 1,112,951 Est. Cost $207.20 Unrealized
HIG Hartford Financial Services Gr 1.5%
Value ($000) $305,723 Shares 2,291,946 Est. Cost $92.89 Unrealized +37.1%
PNC PNC Financial Services Group I 1.4%
Value ($000) $289,595 Shares 1,441,275 Est. Cost $120.19 Unrealized +62.9%
Broadridge Financial Solutions 1.4%
Value ($000) $282,304 Shares 1,185,303 Est. Cost $138.67 Unrealized
ADP Automatic Data Processing Inc 1.3%
Value ($000) $265,656 Shares 905,130 Est. Cost $144.25 Unrealized +106.5%
LMT Lockheed Martin Corp 1.3%
Value ($000) $258,989 Shares 518,798 Est. Cost $302.19 Unrealized +48.3%
TXN Texas Instruments Inc 1.2%
Value ($000) $242,056 Shares 1,317,452 Est. Cost $117.21 Unrealized +64.9%
UnitedHealth Group Inc 1.2%
Value ($000) $236,241 Shares 684,161 Est. Cost $344.95 Unrealized
TSM Taiwan Semiconductor Mfg Ltd S 1.1%
Value ($000) $228,995 Shares 819,918 Est. Cost $208.85 Unrealized
PAYX Paychex Inc 1.1%
Value ($000) $221,365 Shares 1,746,330 Est. Cost $80.55 Unrealized +70.3%
Targa Resources Corp 1.0%
Value ($000) $208,143 Shares 1,242,347 Est. Cost $131.75 Unrealized
Cisco Systems Inc 1.0%
Value ($000) $202,044 Shares 2,952,995 Est. Cost $52.18 Unrealized
APD Air Prods & Chems Inc 1.0%
Value ($000) $198,948 Shares 729,494 Est. Cost $182.07 Unrealized +56.8%
CINF Cincinnati Financial Corp 0.9%
Value ($000) $190,943 Shares 1,207,736 Est. Cost $80.15 Unrealized +87.4%
PEP PepsiCo Inc 0.9%
Value ($000) $189,711 Shares 1,350,835 Est. Cost $115.39 Unrealized +21.7%
TJX TJX Cos Inc 0.9%
Value ($000) $189,388 Shares 1,310,283 Est. Cost $70.59 Unrealized +87.4%
TE Connectivity Ltd Reg 0.9%
Value ($000) $189,077 Shares 861,281 Est. Cost $179.29 Unrealized
AAPL Apple Inc 0.9%
Value ($000) $178,899 Shares 702,586 Est. Cost $92.11 Unrealized +144.9%
MSI Motorola Solutions Inc 0.9%
Value ($000) $173,640 Shares 379,716 Est. Cost $185.73 Unrealized +141.4%
GLW Corning Inc 0.8%
Value ($000) $168,959 Shares 2,059,718 Est. Cost $31.99 Unrealized +103.1%
Accenture PLC Ireland Class A 0.8%
Value ($000) $167,893 Shares 680,832 Est. Cost $226.04 Unrealized
ITW Illinois Tool Works Inc 0.8%
Value ($000) $165,388 Shares 634,255 Est. Cost $116.32 Unrealized +121.2%
CME Group Inc Cl A 0.8%
Value ($000) $161,277 Shares 596,903 Est. Cost $215.80 Unrealized
PPL Corp 0.8%
Value ($000) $161,209 Shares 4,338,246 Est. Cost $31.12 Unrealized
CTAS Cintas Corp 0.8%
Value ($000) $156,857 Shares 764,186 Est. Cost $151.23 Unrealized +40.7%
VICI Vici Properties Inc 0.8%
Value ($000) $154,066 Shares 4,724,487 Est. Cost $30.19 Unrealized +6.2%
Exxon Mobil Corp 0.8%
Value ($000) $152,879 Shares 1,355,913 Est. Cost $105.21 Unrealized
Evercore Inc Class A 0.7%
Value ($000) $149,778 Shares 444,022 Est. Cost $118.30 Unrealized
GD General Dynamics Corp 0.7%
Value ($000) $145,461 Shares 426,572 Est. Cost $285.27 Unrealized +10.0%
Rtx Corporation Com 0.7%
Value ($000) $140,284 Shares 838,365 Est. Cost $97.60 Unrealized
Apollo Global Mgmt Inc Cl A 0.7%
Value ($000) $132,834 Shares 996,727 Est. Cost $138.21 Unrealized
SNA Snap On Inc 0.7%
Value ($000) $132,126 Shares 381,283 Est. Cost $274.87 Unrealized +17.8%
Kinder Morgan Inc 0.6%
Value ($000) $128,534 Shares 4,540,250 Est. Cost $17.72 Unrealized
USB US Bancorp Del 0.6%
Value ($000) $124,578 Shares 2,577,657 Est. Cost $35.55 Unrealized +30.4%
ABT Abbott Laboratories 0.6%
Value ($000) $120,209 Shares 897,482 Est. Cost $63.93 Unrealized +104.3%
KO Coca-Cola Co 0.6%
Value ($000) $116,780 Shares 1,760,861 Est. Cost $46.45 Unrealized +46.2%
RGA Reinsurance Group America Inc 0.6%
Value ($000) $116,174 Shares 604,664 Est. Cost $200.23 Unrealized -4.4%
HUBB Hubbell Inc 0.6%
Value ($000) $115,494 Shares 268,398 Est. Cost $270.84 Unrealized +58.1%
Victory Cap Holdings Inc Cl A 0.6%
Value ($000) $111,640 Shares 1,723,897 Est. Cost $42.88 Unrealized
AVB AvalonBay Communities Inc 0.5%
Value ($000) $107,370 Shares 555,832 Est. Cost $194.65 Unrealized -1.8%
WSO Watsco Inc 0.5%
Value ($000) $104,425 Shares 258,285 Est. Cost $277.65 Unrealized +54.0%
SYK Stryker Corp 0.5%
Value ($000) $103,140 Shares 279,006 Est. Cost $106.99 Unrealized +259.4%
Waste Management Inc 0.5%
Value ($000) $102,839 Shares 465,693 Est. Cost $165.24 Unrealized
Wec Energy Group Inc 0.5%
Value ($000) $100,649 Shares 878,339 Est. Cost $88.27 Unrealized
Keurig Dr Pepper Inc 0.5%
Value ($000) $93,756 Shares 3,675,271 Est. Cost $35.34 Unrealized
FAST Fastenal Co 0.5%
Value ($000) $93,708 Shares 1,910,842 Est. Cost $32.30 Unrealized +45.3%
Alphabet Inc Cap Stock Cl A 0.5%
Value ($000) $92,601 Shares 380,918 Est. Cost $168.61 Unrealized
Meta Platforms Inc Cl A 0.4%
Value ($000) $89,384 Shares 121,714 Est. Cost $560.89 Unrealized
Merck & Co Inc 0.4%
Value ($000) $86,435 Shares 1,029,841 Est. Cost $87.77 Unrealized
GIL Gildan Activewear Inc 0.4%
Value ($000) $84,249 Shares 1,457,591 Est. Cost $47.95 Unrealized +11.4%
PSX Phillips 66 0.4%
Value ($000) $79,660 Shares 585,652 Est. Cost $92.37 Unrealized +36.8%
O Realty Income Corp 0.4%
Value ($000) $72,031 Shares 1,184,919 Est. Cost $51.43 Unrealized +10.7%
ADI Analog Devices Inc 0.4%
Value ($000) $71,314 Shares 290,250 Est. Cost $142.82 Unrealized +67.3%
Oracle Corp 0.3%
Value ($000) $69,923 Shares 248,625 Est. Cost $154.52 Unrealized
AFG American Financial Group Inc O 0.3%
Value ($000) $69,833 Shares 479,226 Est. Cost $104.53 Unrealized +22.0%
Dt Midstream Inc Common Stock 0.3%
Value ($000) $64,268 Shares 568,445 Est. Cost $101.12 Unrealized
PKG Packaging Corp America 0.3%
Value ($000) $63,994 Shares 293,645 Est. Cost $168.11 Unrealized +21.4%
BAC Bank America Corp 0.3%
Value ($000) $63,717 Shares 1,235,073 Est. Cost $28.45 Unrealized +69.9%
LHX L3Harris Technologies Inc 0.3%
Value ($000) $61,190 Shares 200,355 Est. Cost $208.90 Unrealized +29.9%
ProLogis Inc 0.3%
Value ($000) $60,467 Shares 528,001 Est. Cost $106.72 Unrealized
OKE Oneok Inc 0.3%
Value ($000) $59,668 Shares 817,707 Est. Cost $78.48 Unrealized -4.4%
AVY Avery Dennison Corp 0.3%
Value ($000) $59,323 Shares 365,808 Est. Cost $185.68 Unrealized -8.1%
NOC Northrop Grumman Corp 0.3%
Value ($000) $59,184 Shares 97,131 Est. Cost $353.81 Unrealized +59.2%
NiSource Inc 0.3%
Value ($000) $59,142 Shares 1,365,859 Est. Cost $30.10 Unrealized
CSL Carlisle Cos Inc 0.3%
Value ($000) $58,990 Shares 179,324 Est. Cost $274.23 Unrealized +37.9%
CBOE Global Mkts Inc 0.3%
Value ($000) $58,837 Shares 239,907 Est. Cost $189.30 Unrealized
BAH Booz Allen Hamilton Holding Co 0.3%
Value ($000) $58,635 Shares 586,646 Est. Cost $97.30 Unrealized +8.1%
BlackRock Inc 0.3%
Value ($000) $57,863 Shares 49,631 Est. Cost $949.52 Unrealized
UNP Union Pacific Corp 0.3%
Value ($000) $57,506 Shares 243,286 Est. Cost $211.13 Unrealized +5.7%
KLAC Kla Corporation Com New 0.3%
Value ($000) $56,863 Shares 52,719 Est. Cost $358.58 Unrealized +159.5%
ATO Atmos Energy Corp 0.3%
Value ($000) $56,013 Shares 328,043 Est. Cost $109.81 Unrealized +45.7%
AMGN Amgen Inc 0.3%
Value ($000) $55,989 Shares 198,402 Est. Cost $194.47 Unrealized +47.4%
WDC Western Digital Corp 0.3%
Value ($000) $55,570 Shares 462,850 Est. Cost $47.46 Unrealized +71.9%
Encompass Health Corp 0.3%
Value ($000) $53,578 Shares 421,811 Est. Cost $109.70 Unrealized
CMS CMS Energy Corp 0.3%
Value ($000) $52,751 Shares 720,057 Est. Cost $59.29 Unrealized +19.9%
PM Philip Morris Intl Inc 0.2%
Value ($000) $49,234 Shares 303,537 Est. Cost $156.55 Unrealized +5.5%
RPM RPM Intl Inc 0.2%
Value ($000) $48,922 Shares 415,014 Est. Cost $64.82 Unrealized +85.1%
WMT Wal-Mart Inc 0.2%
Value ($000) $48,459 Shares 470,200 Est. Cost $82.83 Unrealized +19.8%
Perrigo Co PLC 0.2%
Value ($000) $46,479 Shares 2,087,075 Est. Cost $30.27 Unrealized
Kkr & Co Inc Cl A 0.2%
Value ($000) $46,100 Shares 354,749 Est. Cost $113.22 Unrealized
LNT Alliant Energy Corp 0.2%
Value ($000) $45,528 Shares 675,388 Est. Cost $54.79 Unrealized +16.6%
Dell Technologies Inc Cl C 0.2%
Value ($000) $45,272 Shares 319,336 Est. Cost $102.90 Unrealized
Amdocs Ltd 0.2%
Value ($000) $45,270 Shares 551,734 Est. Cost $83.89 Unrealized
ADC Agree Realty Corp 0.2%
Value ($000) $42,953 Shares 604,627 Est. Cost $70.00 Unrealized
Quest Diagnostics Inc 0.2%
Value ($000) $41,299 Shares 216,704 Est. Cost $135.17 Unrealized
IPAR Interparfums Inc 0.2%
Value ($000) $40,795 Shares 414,670 Est. Cost $105.30 Unrealized +11.9%
US Physical Therapy Inc 0.2%
Value ($000) $40,325 Shares 474,688 Est. Cost $85.57 Unrealized
Carrier Global Corporation Com 0.2%
Value ($000) $39,599 Shares 663,297 Est. Cost $60.67 Unrealized
TXRH Texas Roadhouse Inc 0.2%
Value ($000) $39,477 Shares 237,600 Est. Cost $156.32 Unrealized +12.0%
Blackstone Inc Com 0.2%
Value ($000) $38,385 Shares 224,670 Est. Cost $74.40 Unrealized
QCOM Qualcomm Inc 0.2%
Value ($000) $35,439 Shares 213,024 Est. Cost $118.51 Unrealized +32.6%
PH Parker Hannifin Corp 0.2%
Value ($000) $34,924 Shares 46,065 Est. Cost $646.22 Unrealized +13.8%
ECL Ecolab Inc 0.2%
Value ($000) $34,591 Shares 126,310 Est. Cost $77.80 Unrealized +247.4%
MZTI Marzetti Company Com 0.2%
Value ($000) $34,452 Shares 199,385 Est. Cost $168.72 Unrealized +6.3%
CDW Corp 0.2%
Value ($000) $32,418 Shares 203,531 Est. Cost $129.07 Unrealized
Equity Lifestyle Properties In 0.2%
Value ($000) $31,251 Shares 514,840 Est. Cost $66.59 Unrealized
R Ryder Systems Inc 0.1%
Value ($000) $28,294 Shares 149,987 Est. Cost $151.36 Unrealized +19.2%
AVT Avnet Inc 0.1%
Value ($000) $27,072 Shares 517,826 Est. Cost $44.48 Unrealized +19.4%
HON Honeywell Intl Inc 0.1%
Value ($000) $26,639 Shares 126,551 Est. Cost $107.12 Unrealized +93.3%
Penske Automotive Group Inc 0.1%
Value ($000) $22,738 Shares 130,748 Est. Cost $135.65 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $22,456 Shares 44,668 Est. Cost $148.64 Unrealized +225.9%
Enbridge Inc 0.1%
Value ($000) $22,020 Shares 436,385 Est. Cost $36.99 Unrealized
Allegion Pub Ltd Co 0.1%
Value ($000) $21,084 Shares 118,882 Est. Cost $138.52 Unrealized
D R Horton Inc 0.1%
Value ($000) $20,337 Shares 120,006 Est. Cost $131.45 Unrealized
Plains Group Hlgs LP A 0.1%
Value ($000) $19,786 Shares 1,084,739 Est. Cost $17.81 Unrealized
EMR Emerson Electric Co 0.1%
Value ($000) $19,416 Shares 148,013 Est. Cost $46.47 Unrealized +191.5%
Terreno Realty Corp 0.1%
Value ($000) $18,291 Shares 322,303 Est. Cost $60.03 Unrealized
Ferrari NV 0.1%
Value ($000) $18,033 Shares 37,165 Est. Cost $485.22 Unrealized
iShares Core MSCI EAFE 0.1%
Value ($000) $17,764 Shares 203,462 Est. Cost $67.59 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $14,960 Shares 214,537 Est. Cost $44.22 Unrealized +66.9%
Ensign Group Inc 0.1%
Value ($000) $14,592 Shares 84,460 Est. Cost $69.05 Unrealized
FFBC First Financial Bancorp OH 0.1%
Value ($000) $14,127 Shares 559,488 Est. Cost $22.31 Unrealized +11.7%
Meritage Homes Corp 0.1%
Value ($000) $13,499 Shares 186,377 Est. Cost $111.91 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value ($000) $13,450 Shares 83,130 Est. Cost $119.72 Unrealized +34.8%
NetApp Inc 0.1%
Value ($000) $12,823 Shares 108,247 Est. Cost $72.54 Unrealized
MKC McCormick & Co Inc Non Vtg 0.1%
Value ($000) $12,809 Shares 191,435 Est. Cost $62.80 Unrealized +10.0%
UTZ Utz Brands Inc Cl A 0.1%
Value ($000) $12,707 Shares 1,045,832 Est. Cost $15.26 Unrealized -13.2%
Avient Corporation Com 0.1%
Value ($000) $12,344 Shares 374,637 Est. Cost $40.32 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $12,338 Shares 65,918 Est. Cost $96.67 Unrealized +90.4%
SBUX Starbucks Corp 0.1%
Value ($000) $12,139 Shares 143,490 Est. Cost $60.75 Unrealized +45.8%
Alphabet Inc Cap Stock Cl C 0.1%
Value ($000) $11,934 Shares 49,002 Est. Cost $148.39 Unrealized
Novartis AG Sp ADR 0.1%
Value ($000) $11,212 Shares 87,431 Est. Cost $75.54 Unrealized
CW Curtiss Wright Corp 0.1%
Value ($000) $11,077 Shares 20,401 Est. Cost $152.75 Unrealized +222.2%
LMAT Lemaitre Vascular Inc 0.1%
Value ($000) $10,937 Shares 124,981 Est. Cost $32.80 Unrealized +171.3%
FSS Federal Signal Corp 0.1%
Value ($000) $10,506 Shares 88,290 Est. Cost $32.15 Unrealized +272.7%
LOW Lowes Cos Inc 0.1%
Value ($000) $10,291 Shares 40,950 Est. Cost $66.44 Unrealized +267.5%
RMD ResMed Inc 0.0%
Value ($000) $9,735 Shares 35,565 Est. Cost $49.85 Unrealized +446.1%
TSCO Tractor Supply Co 0.0%
Value ($000) $9,474 Shares 166,594 Est. Cost $54.73 Unrealized +6.9%
VEU Vanguard All World ex-US 0.0%
Value ($000) $9,390 Shares 131,570 Est. Cost $53.43 Unrealized
AJG Gallagher Arthur J & Co 0.0%
Value ($000) $9,342 Shares 30,160 Est. Cost $68.32 Unrealized +339.4%
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value ($000) $9,050 Shares 12 Est. Cost $301345.10 Unrealized +141.2%
Chemed Corp 0.0%
Value ($000) $8,974 Shares 20,042 Est. Cost $454.54 Unrealized
DOV Dover Corp 0.0%
Value ($000) $8,707 Shares 52,191 Est. Cost $56.71 Unrealized +215.0%
ROP Roper Technologies Inc 0.0%
Value ($000) $8,466 Shares 16,977 Est. Cost $162.93 Unrealized +226.1%
FISV Fiserv Inc 0.0%
Value ($000) $8,323 Shares 64,554 Est. Cost $48.87 Unrealized +193.3%
NVIDIA Corp 0.0%
Value ($000) $8,234 Shares 44,129 Est. Cost $140.21 Unrealized
Enpro Inc Com 0.0%
Value ($000) $8,197 Shares 36,269 Est. Cost $100.98 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $8,188 Shares 63,134 Est. Cost $131.45 Unrealized 0.0%
CHD Church & Dwight Inc 0.0%
Value ($000) $8,163 Shares 93,158 Est. Cost $35.97 Unrealized +159.3%
Otis Worldwide Corp 0.0%
Value ($000) $7,941 Shares 86,854 Est. Cost $82.42 Unrealized
DIS Disney Walt Co Disney 0.0%
Value ($000) $7,797 Shares 68,096 Est. Cost $64.42 Unrealized +81.6%
ATR AptarGroup Inc 0.0%
Value ($000) $7,768 Shares 58,114 Est. Cost $119.64 Unrealized +19.9%
Bwx Technologies Inc 0.0%
Value ($000) $7,680 Shares 41,657 Est. Cost $76.24 Unrealized
MSA Msa Safety Inc 0.0%
Value ($000) $7,499 Shares 43,584 Est. Cost $131.80 Unrealized +31.2%
Tetra Tech Inc 0.0%
Value ($000) $7,442 Shares 222,951 Est. Cost $57.36 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $7,189 Shares 161,369 Est. Cost $18.13 Unrealized +137.4%
CPK Chesapeake Utilities Corp 0.0%
Value ($000) $7,186 Shares 53,353 Est. Cost $100.32 Unrealized +22.6%
BCPC Balchem Corp 0.0%
Value ($000) $7,028 Shares 46,835 Est. Cost $65.77 Unrealized +138.1%
Visa Inc Cl A 0.0%
Value ($000) $6,928 Shares 20,295 Est. Cost $182.06 Unrealized
Costco Wholesale Corp 0.0%
Value ($000) $6,925 Shares 7,482 Est. Cost $348.17 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $6,826 Shares 26,355 Est. Cost $241.75 Unrealized +3.6%
Applied Industrial Technologie 0.0%
Value ($000) $6,535 Shares 25,035 Est. Cost $175.89 Unrealized
MarketAxess Holdings Inc 0.0%
Value ($000) $6,355 Shares 36,471 Est. Cost $222.02 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $6,186 Shares 28,172 Est. Cost $142.24 Unrealized +59.1%
WFC Wells Fargo Co 0.0%
Value ($000) $5,861 Shares 69,920 Est. Cost $38.45 Unrealized +109.3%
Texas Pacific Land Corporation 0.0%
Value ($000) $5,602 Shares 6,000 Est. Cost $628.01 Unrealized
NYT New York Times Co Cl A 0.0%
Value ($000) $5,583 Shares 97,265 Est. Cost $51.64 Unrealized +9.8%
Kinsale Cap Group Inc 0.0%
Value ($000) $5,316 Shares 12,500 Est. Cost $138.34 Unrealized
AAON AAON Inc 0.0%
Value ($000) $5,311 Shares 56,836 Est. Cost $50.86 Unrealized +60.7%
Energy Transfer LP 0.0%
Value ($000) $5,183 Shares 302,036 Est. Cost $13.78 Unrealized
GWW Grainger W W Inc 0.0%
Value ($000) $5,034 Shares 5,283 Est. Cost $378.39 Unrealized +164.5%
NSRGY Nestle SA Sp ADR 0.0%
Value ($000) $4,816 Shares 52,437 Est. Cost $68.43 Unrealized
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $4,748 Shares 5,157 Est. Cost $115.84 Unrealized +597.6%
MasterCard Incorporated Cl A 0.0%
Value ($000) $4,474 Shares 7,866 Est. Cost $250.72 Unrealized
Linde PLC 0.0%
Value ($000) $4,250 Shares 8,947 Est. Cost $366.60 Unrealized
Intuitive Surgical Inc 0.0%
Value ($000) $4,172 Shares 9,328 Est. Cost $399.77 Unrealized
Duke Energy Corp 0.0%
Value ($000) $4,062 Shares 32,827 Est. Cost $85.15 Unrealized
Coherent Corp Com 0.0%
Value ($000) $4,014 Shares 37,260 Est. Cost $35.85 Unrealized
Medtronic PLC 0.0%
Value ($000) $3,962 Shares 41,605 Est. Cost $91.99 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value ($000) $3,793 Shares 25,470 Est. Cost $58.18 Unrealized +183.6%
DCI Donaldson Inc 0.0%
Value ($000) $3,478 Shares 42,488 Est. Cost $30.92 Unrealized +142.0%
Valero Energy Corp 0.0%
Value ($000) $3,138 Shares 18,433 Est. Cost $96.07 Unrealized
IBM Intl Business Machines 0.0%
Value ($000) $3,037 Shares 10,764 Est. Cost $142.09 Unrealized +82.7%
KR Kroger Co 0.0%
Value ($000) $2,857 Shares 42,387 Est. Cost $27.86 Unrealized +148.0%
INTC Intel Corp 0.0%
Value ($000) $2,831 Shares 84,392 Est. Cost $17.63 Unrealized +37.4%
NSC Norfolk Southern Corp 0.0%
Value ($000) $2,730 Shares 9,086 Est. Cost $86.78 Unrealized +218.1%
Installed Building Prods Inc 0.0%
Value ($000) $2,687 Shares 10,892 Est. Cost $192.93 Unrealized
Altria Group Inc 0.0%
Value ($000) $2,537 Shares 38,404 Est. Cost $49.97 Unrealized
HSY Hershey Co 0.0%
Value ($000) $2,519 Shares 13,466 Est. Cost $193.91 Unrealized -7.4%
Universal Display Corp 0.0%
Value ($000) $2,473 Shares 17,217 Est. Cost $152.43 Unrealized
Zoetis Inc Cl A 0.0%
Value ($000) $2,468 Shares 16,870 Est. Cost $165.50 Unrealized
Goldman Sachs Group Inc 0.0%
Value ($000) $2,324 Shares 2,918 Est. Cost $400.00 Unrealized
VIGI Vanguard Intl Dvd ETF 0.0%
Value ($000) $2,138 Shares 23,871 Est. Cost $76.85 Unrealized
MPLX LP 0.0%
Value ($000) $2,122 Shares 42,475 Est. Cost $42.48 Unrealized
Innospec Inc 0.0%
Value ($000) $2,107 Shares 27,306 Est. Cost $102.23 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $2,019 Shares 12,700 Est. Cost $109.97 Unrealized +33.2%
SHEL Shell PLC Spon ADS 0.0%
Value ($000) $2,006 Shares 28,050 Est. Cost $55.98 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $1,999 Shares 4,190 Est. Cost $167.22 Unrealized +154.4%
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value ($000) $1,972 Shares 32,915 Est. Cost $49.25 Unrealized
HOMB Home Bancshares Inc 0.0%
Value ($000) $1,947 Shares 68,800 Est. Cost $22.67 Unrealized +28.1%
DE Deere & Co 0.0%
Value ($000) $1,854 Shares 4,054 Est. Cost $375.94 Unrealized +30.2%
3M Co 0.0%
Value ($000) $1,850 Shares 11,921 Est. Cost $182.77 Unrealized
SO Southern Co 0.0%
Value ($000) $1,817 Shares 19,168 Est. Cost $59.02 Unrealized +56.2%
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $1,783 Shares 39,533 Est. Cost $31.94 Unrealized +42.5%
Kenvue Inc 0.0%
Value ($000) $1,766 Shares 108,824 Est. Cost $20.15 Unrealized
GE General Electric Co 0.0%
Value ($000) $1,733 Shares 5,761 Est. Cost $85.29 Unrealized +219.7%
KMB Kimberly Clark Corp 0.0%
Value ($000) $1,713 Shares 13,778 Est. Cost $81.76 Unrealized +55.1%
CSX CSX Corp 0.0%
Value ($000) $1,711 Shares 48,186 Est. Cost $26.94 Unrealized +26.0%
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value ($000) $1,704 Shares 31,455 Est. Cost $43.24 Unrealized
iShares Core MSCI Emerg Mkt 0.0%
Value ($000) $1,677 Shares 25,437 Est. Cost $58.83 Unrealized
GPC Genuine Parts Co 0.0%
Value ($000) $1,542 Shares 11,128 Est. Cost $65.15 Unrealized +103.2%
UFP INDUSTRIES INC COM 0.0%
Value ($000) $1,514 Shares 16,195 Est. Cost $49.35 Unrealized
EFA iShares MSCI EAFE ETF 0.0%
Value ($000) $1,375 Shares 14,726 Est. Cost $68.36 Unrealized
Steris PLC SHS USD 0.0%
Value ($000) $1,365 Shares 5,516 Est. Cost $129.98 Unrealized
TFX Teleflex Inc 0.0%
Value ($000) $1,338 Shares 10,934 Est. Cost $110.18 Unrealized +9.5%
Crown Castle Inc 0.0%
Value ($000) $1,320 Shares 13,679 Est. Cost $129.29 Unrealized
CL Colgate Palmolive Co 0.0%
Value ($000) $1,292 Shares 16,165 Est. Cost $48.83 Unrealized +73.3%
Agilent Technologies Inc 0.0%
Value ($000) $1,211 Shares 9,438 Est. Cost $100.42 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $1,199 Shares 2,516 Est. Cost $74.98 Unrealized +570.3%
CLX Clorox Co 0.0%
Value ($000) $1,169 Shares 9,484 Est. Cost $66.76 Unrealized +83.1%
Marathon Petroleum Corp 0.0%
Value ($000) $1,131 Shares 5,870 Est. Cost $127.91 Unrealized
HEI Heico Corp 0.0%
Value ($000) $1,128 Shares 3,493 Est. Cost $86.12 Unrealized +269.5%
CVS CVS Health Corp 0.0%
Value ($000) $1,097 Shares 14,553 Est. Cost $70.89 Unrealized -4.3%
AXP American Express Co 0.0%
Value ($000) $1,095 Shares 3,298 Est. Cost $251.56 Unrealized +25.8%
Verizon Communications Inc 0.0%
Value ($000) $1,048 Shares 23,849 Est. Cost $51.96 Unrealized
SJM Smucker J M Co 0.0%
Value ($000) $1,027 Shares 9,456 Est. Cost $102.32 Unrealized +4.6%
Regions Financial Corp 0.0%
Value ($000) $1,020 Shares 38,666 Est. Cost $18.31 Unrealized
EOG Resources Inc 0.0%
Value ($000) $987 Shares 8,800 Est. Cost $124.44 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $953 Shares 16,800 Est. Cost $38.07 Unrealized +49.3%
SNPS Synopsys Inc 0.0%
Value ($000) $940 Shares 1,906 Est. Cost $565.30 Unrealized 0.0%
W P Carey Inc 0.0%
Value ($000) $935 Shares 13,843 Est. Cost $67.54 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $918 Shares 1,892 Est. Cost $316.18 Unrealized +47.0%
Esquire Financial Holdings Inc 0.0%
Value ($000) $878 Shares 8,600 Est. Cost $65.21 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $864 Shares 2,496 Est. Cost $237.15 Unrealized +48.2%
NDSN Nordson Corp 0.0%
Value ($000) $860 Shares 3,790 Est. Cost $169.08 Unrealized +29.5%
DHR Danaher Corp 0.0%
Value ($000) $828 Shares 4,177 Est. Cost $131.07 Unrealized +51.3%
XYZ Block Inc Cl A 0.0%
Value ($000) $824 Shares 11,400 Est. Cost $56.54 Unrealized +32.4%
Kimbell Royalty Partners LP 0.0%
Value ($000) $820 Shares 60,750 Est. Cost $15.72 Unrealized
Black Stone Minerals LP 0.0%
Value ($000) $808 Shares 61,500 Est. Cost $15.22 Unrealized
Hp Inc 0.0%
Value ($000) $808 Shares 29,657 Est. Cost $33.47 Unrealized
Stag Industrial Inc 0.0%
Value ($000) $801 Shares 22,700 Est. Cost $34.67 Unrealized
Encora Inc Com 0.0%
Value ($000) $794 Shares 2,539 Est. Cost $185.56 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $766 Shares 11,920 Est. Cost $56.65 Unrealized +18.1%
Cardinal Health Inc 0.0%
Value ($000) $760 Shares 4,840 Est. Cost $116.49 Unrealized
C H Robinson Worldwide Inc 0.0%
Value ($000) $751 Shares 5,670 Est. Cost $85.23 Unrealized
PFE Pfizer Inc 0.0%
Value ($000) $749 Shares 29,405 Est. Cost $25.81 Unrealized -6.4%
Netflix Inc 0.0%
Value ($000) $739 Shares 616 Est. Cost $375.92 Unrealized
LRCX Lam Research Corp 0.0%
Value ($000) $736 Shares 5,500 Est. Cost $76.10 Unrealized +38.7%
Truist Financial Corp 0.0%
Value ($000) $729 Shares 15,935 Est. Cost $48.46 Unrealized
Comcast Corp Cl A 0.0%
Value ($000) $726 Shares 23,102 Est. Cost $38.46 Unrealized
FHN First Horizon Natl Corp 0.0%
Value ($000) $714 Shares 31,577 Est. Cost $21.53 Unrealized +2.0%
One Gas Inc 0.0%
Value ($000) $710 Shares 8,774 Est. Cost $75.30 Unrealized
SCHW Schwab Charles Corp 0.0%
Value ($000) $693 Shares 7,255 Est. Cost $45.45 Unrealized +108.0%
BKH Black Hills Corp 0.0%
Value ($000) $668 Shares 10,850 Est. Cost $56.47 Unrealized +1.6%
GIS General Mills Inc 0.0%
Value ($000) $664 Shares 13,160 Est. Cost $37.22 Unrealized +32.9%
GE Vernova Inc 0.0%
Value ($000) $663 Shares 1,078 Est. Cost $202.30 Unrealized
IDA IDACORP Inc 0.0%
Value ($000) $661 Shares 5,000 Est. Cost $115.85 Unrealized +6.9%
Paypal Holdings Inc 0.0%
Value ($000) $657 Shares 9,800 Est. Cost $65.48 Unrealized
AT&T Inc 0.0%
Value ($000) $651 Shares 23,039 Est. Cost $24.78 Unrealized
SAP Sap SE Sp ADR 0.0%
Value ($000) $650 Shares 2,431 Est. Cost $99.94 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $629 Shares 3,074 Est. Cost $171.50 Unrealized +5.4%
ServiceNow Inc 0.0%
Value ($000) $620 Shares 674 Est. Cost $577.96 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $615 Shares 7,465 Est. Cost $60.05 Unrealized +31.3%
UBCP United Bancorp Inc Ohio 0.0%
Value ($000) $602 Shares 43,050 Est. Cost $12.27 Unrealized +15.7%
Zimmer Biomet Holdings Inc 0.0%
Value ($000) $595 Shares 6,045 Est. Cost $112.99 Unrealized
Diageo PLC Sp ADR 0.0%
Value ($000) $574 Shares 6,012 Est. Cost $148.33 Unrealized
SSD Simpson Manufacturing Co Inc 0.0%
Value ($000) $567 Shares 3,383 Est. Cost $45.31 Unrealized +293.6%
WST West Pharmaceutical Svsc Inc 0.0%
Value ($000) $557 Shares 2,125 Est. Cost $237.86 Unrealized +2.1%
Pool Corporation 0.0%
Value ($000) $557 Shares 1,795 Est. Cost $253.77 Unrealized
Canadian Pacific Kansas City C 0.0%
Value ($000) $552 Shares 7,414 Est. Cost $76.94 Unrealized
McKesson Corp 0.0%
Value ($000) $546 Shares 707 Est. Cost $435.53 Unrealized
Eversource Energy 0.0%
Value ($000) $543 Shares 7,626 Est. Cost $80.81 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $538 Shares 3,995 Est. Cost $83.25 Unrealized +53.0%
BK Bank New York Mellon Corp 0.0%
Value ($000) $515 Shares 4,727 Est. Cost $24.56 Unrealized +312.7%
CSGS CSG Systems Intl Inc 0.0%
Value ($000) $505 Shares 7,847 Est. Cost $46.73 Unrealized +35.2%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $500 Shares 28,950 Est. Cost $11.51 Unrealized +46.1%
INTU Intuit 0.0%
Value ($000) $486 Shares 711 Est. Cost $389.47 Unrealized +84.7%
Alcon Inc 0.0%
Value ($000) $467 Shares 6,265 Est. Cost $62.05 Unrealized
VXUS Vanguard Total Intl Stock F 0.0%
Value ($000) $464 Shares 6,323 Est. Cost $56.99 Unrealized
VSS Vanguard FTSE Small Cap ETF 0.0%
Value ($000) $464 Shares 3,255 Est. Cost $115.03 Unrealized
SPDR Portfolio Emg MK 0.0%
Value ($000) $457 Shares 9,760 Est. Cost $39.72 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $444 Shares 16,382 Est. Cost $34.27 Unrealized -16.5%
OGE OGE Energy Corp 0.0%
Value ($000) $440 Shares 9,500 Est. Cost $38.81 Unrealized +15.4%
C Citigroup Inc 0.0%
Value ($000) $436 Shares 4,298 Est. Cost $56.55 Unrealized +66.4%
Check Point Software Tech Ltd 0.0%
Value ($000) $435 Shares 2,100 Est. Cost $97.62 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $423 Shares 8,622 Est. Cost $39.03 Unrealized
BTI British Amern Tob Plc Sponsore 0.0%
Value ($000) $404 Shares 7,608 Est. Cost $48.20 Unrealized
RGLD Royal Gold Inc 0.0%
Value ($000) $401 Shares 2,000 Est. Cost $113.01 Unrealized +53.0%
BSX Boston Scientific Corp 0.0%
Value ($000) $397 Shares 4,064 Est. Cost $87.73 Unrealized +18.0%
Edwards Lifesciences Corp 0.0%
Value ($000) $396 Shares 5,098 Est. Cost $76.25 Unrealized
YUM Yum Brands Inc 0.0%
Value ($000) $391 Shares 2,575 Est. Cost $135.94 Unrealized +7.4%
CNQ Canadian Natural Resources Ltd 0.0%
Value ($000) $379 Shares 11,850 Est. Cost $31.67 Unrealized -1.1%
CI The Cigna Group Com 0.0%
Value ($000) $360 Shares 1,248 Est. Cost $194.73 Unrealized +50.6%
American Tower Corp 0.0%
Value ($000) $354 Shares 1,842 Est. Cost $231.40 Unrealized
GHC Graham Holdings Co 0.0%
Value ($000) $353 Shares 300 Est. Cost $866.75 Unrealized +18.9%
PANW Palo Alto Networks Inc 0.0%
Value ($000) $328 Shares 1,612 Est. Cost $188.91 Unrealized +1.3%
ConocoPhillips 0.0%
Value ($000) $304 Shares 3,218 Est. Cost $87.73 Unrealized
Tesla Inc 0.0%
Value ($000) $302 Shares 679 Est. Cost $317.66 Unrealized
PRMRF Paramount Resources Ltd Cl A 0.0%
Value ($000) $293 Shares 18,206 Est. Cost $12.53 Unrealized +21.1%
Brookfield Infrast Partners LP 0.0%
Value ($000) $292 Shares 8,887 Est. Cost $35.04 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $282 Shares 2,507 Est. Cost $84.16 Unrealized +28.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $272 Shares 2,447 Est. Cost $90.03 Unrealized +24.7%
SLB Schlumberger Ltd 0.0%
Value ($000) $265 Shares 7,696 Est. Cost $34.34 Unrealized 0.0%
EPD Enterprise Products Partners L 0.0%
Value ($000) $249 Shares 7,974 Est. Cost $29.19 Unrealized
FedEx Corp 0.0%
Value ($000) $248 Shares 1,050 Est. Cost $235.81 Unrealized
IDEX Corp 0.0%
Value ($000) $246 Shares 1,509 Est. Cost $151.76 Unrealized
Ameriprise Financial Inc 0.0%
Value ($000) $239 Shares 487 Est. Cost $484.11 Unrealized
DSI iShares MSCI KLD 400 Social 0.0%
Value ($000) $232 Shares 1,845 Est. Cost $116.16 Unrealized
Fidelity Natl Information Serv 0.0%
Value ($000) $231 Shares 3,498 Est. Cost $86.85 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $230 Shares 2,185 Est. Cost $121.03 Unrealized -9.1%
O'Reilly Automotive Inc 0.0%
Value ($000) $226 Shares 2,100 Est. Cost $107.81 Unrealized
Sprott Physical Gold & Silver 0.0%
Value ($000) $223 Shares 6,078 Est. Cost $36.69 Unrealized
Corteva Inc 0.0%
Value ($000) $217 Shares 3,215 Est. Cost $62.93 Unrealized
Genpact Limited 0.0%
Value ($000) $214 Shares 5,101 Est. Cost $37.60 Unrealized
Ellington Financial Inc 0.0%
Value ($000) $162 Shares 12,500 Est. Cost $14.80 Unrealized
LAND Gladstone Ld Corp 0.0%
Value ($000) $151 Shares 16,475 Est. Cost $13.90 Unrealized
Plug Power Inc 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $4.72 Unrealized
Agilon Health Inc 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $16.14 Unrealized
Alternet Systems Inc 0.0%
Value ($000) $0 Shares 110,990 Est. Cost $0.00 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value ($000) $0 Shares 160,734 Est. Cost $0.10 Unrealized -99.2%