Bahl & Gaynor LLC Diversified Active

Location: Cincinnati, OH

CIK: 0000872259 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 12, 2026

Total Value: $19.75B (100.0% shares, 0.0% debt)

Holdings (327)

Broadcom Inc 5.0%
Value $981M Shares 2,833,840 Est. Cost $191.82 Unrealized
MSFT Microsoft Corp 4.5%
Value $888M Shares 1,836,423 Est. Cost $145.12 Unrealized +245.0%
LLY Eli Lilly & Co 4.3%
Value $846M Shares 787,380 Est. Cost $165.10 Unrealized +478.8%
AbbVie Inc 3.6%
Value $707M Shares 3,092,528 Est. Cost $128.66 Unrealized
JPMorgan Chase & Co 3.1%
Value $621M Shares 1,927,042 Est. Cost $153.79 Unrealized
PG Procter & Gamble Co 2.9%
Value $567M Shares 3,959,106 Est. Cost $95.71 Unrealized +53.8%
JNJ Johnson & Johnson 2.9%
Value $567M Shares 2,737,948 Est. Cost $144.91 Unrealized +36.0%
Nextera Energy Inc 2.2%
Value $430M Shares 5,359,732 Est. Cost $85.01 Unrealized
WMB Williams Cos Inc 2.1%
Value $420M Shares 6,993,459 Est. Cost $37.04 Unrealized +62.2%
HD Home Depot Inc 2.1%
Value $410M Shares 1,191,576 Est. Cost $173.62 Unrealized +110.0%
TSM Taiwan Semiconductor Mfg Ltd S 2.0%
Value $390M Shares 1,283,432 Est. Cost $243.17 Unrealized
Travelers Companies Inc 1.7%
Value $341M Shares 1,174,428 Est. Cost $211.53 Unrealized
HIG Hartford Financial Services Gr 1.7%
Value $336M Shares 2,441,573 Est. Cost $95.26 Unrealized +38.1%
CVX Chevron Corp 1.7%
Value $335M Shares 2,200,574 Est. Cost $112.14 Unrealized +35.0%
MCD McDonalds Corp 1.6%
Value $312M Shares 1,019,219 Est. Cost $179.08 Unrealized +70.4%
SRE Sempra 1.5%
Value $305M Shares 3,454,022 Est. Cost $62.79 Unrealized +44.2%
PNC PNC Financial Services Group I 1.5%
Value $294M Shares 1,408,668 Est. Cost $120.19 Unrealized +60.4%
MDLZ Mondelez Intl Inc Cl A 1.5%
Value $287M Shares 5,322,819 Est. Cost $52.21 Unrealized +9.3%
Targa Resources Corp 1.4%
Value $269M Shares 1,458,310 Est. Cost $139.56 Unrealized
Eaton Corp PLC 1.3%
Value $265M Shares 832,758 Est. Cost $142.60 Unrealized
Broadridge Financial Solutions 1.3%
Value $253M Shares 1,134,232 Est. Cost $138.67 Unrealized
Cisco Systems Inc 1.3%
Value $250M Shares 3,240,551 Est. Cost $54.38 Unrealized
MRSH Marsh Com 1.2%
Value $239M Shares 1,287,401 Est. Cost $114.13 Unrealized +63.3%
LMT Lockheed Martin Corp 1.2%
Value $234M Shares 482,965 Est. Cost $302.19 Unrealized +57.6%
ADP Automatic Data Processing Inc 1.1%
Value $227M Shares 880,627 Est. Cost $144.25 Unrealized +83.6%
UnitedHealth Group Inc 1.1%
Value $219M Shares 664,861 Est. Cost $344.95 Unrealized
Accenture PLC Ireland Class A 1.1%
Value $214M Shares 799,386 Est. Cost $232.31 Unrealized
TXN Texas Instruments Inc 1.0%
Value $200M Shares 1,155,221 Est. Cost $117.21 Unrealized +45.7%
TJX TJX Cos Inc 1.0%
Value $200M Shares 1,304,592 Est. Cost $70.59 Unrealized +109.2%
CINF Cincinnati Financial Corp 1.0%
Value $200M Shares 1,225,644 Est. Cost $81.34 Unrealized +98.2%
TE Connectivity Ltd Reg 1.0%
Value $192M Shares 843,482 Est. Cost $179.29 Unrealized
AAPL Apple Inc 1.0%
Value $191M Shares 704,289 Est. Cost $92.11 Unrealized +191.3%
PAYX Paychex Inc 1.0%
Value $190M Shares 1,693,009 Est. Cost $80.55 Unrealized +44.7%
PEP PepsiCo Inc 0.9%
Value $185M Shares 1,289,113 Est. Cost $115.39 Unrealized +26.4%
GD General Dynamics Corp 0.9%
Value $173M Shares 515,247 Est. Cost $294.83 Unrealized +15.6%
CME Group Inc Cl A 0.9%
Value $171M Shares 628,007 Est. Cost $218.63 Unrealized
Exxon Mobil Corp 0.9%
Value $170M Shares 1,415,113 Est. Cost $105.84 Unrealized
Apollo Global Mgmt Inc Cl A 0.8%
Value $162M Shares 1,116,529 Est. Cost $138.91 Unrealized
MSI Motorola Solutions Inc 0.8%
Value $155M Shares 403,176 Est. Cost $198.25 Unrealized +102.2%
ITW Illinois Tool Works Inc 0.8%
Value $153M Shares 620,418 Est. Cost $116.32 Unrealized +112.8%
Rtx Corporation Com 0.8%
Value $153M Shares 832,761 Est. Cost $97.60 Unrealized
SNA Snap On Inc 0.7%
Value $148M Shares 429,133 Est. Cost $282.18 Unrealized +20.7%
PPL Corp 0.7%
Value $147M Shares 4,198,702 Est. Cost $31.12 Unrealized
Evercore Inc Class A 0.7%
Value $143M Shares 421,568 Est. Cost $118.30 Unrealized
CTAS Cintas Corp 0.7%
Value $141M Shares 751,773 Est. Cost $151.23 Unrealized +24.4%
USB US Bancorp Del 0.7%
Value $135M Shares 2,528,997 Est. Cost $35.55 Unrealized +37.1%
VICI Vici Properties Inc 0.7%
Value $134M Shares 4,758,185 Est. Cost $30.19 Unrealized -2.9%
Victory Cap Holdings Inc Cl A 0.7%
Value $131M Shares 2,069,325 Est. Cost $46.26 Unrealized
KO Coca-Cola Co 0.6%
Value $124M Shares 1,772,735 Est. Cost $46.45 Unrealized +49.4%
RGA Reinsurance Group America Inc 0.6%
Value $123M Shares 603,519 Est. Cost $200.23 Unrealized -3.4%
Kinder Morgan Inc 0.6%
Value $123M Shares 4,458,877 Est. Cost $17.72 Unrealized
HUBB Hubbell Inc 0.6%
Value $118M Shares 266,731 Est. Cost $270.84 Unrealized +61.4%
Alphabet Inc Cap Stock Cl A 0.6%
Value $117M Shares 374,374 Est. Cost $168.61 Unrealized
ABT Abbott Laboratories 0.6%
Value $112M Shares 892,930 Est. Cost $63.93 Unrealized +99.1%
Wec Energy Group Inc 0.6%
Value $111M Shares 1,053,958 Est. Cost $91.14 Unrealized
APD Air Prods & Chems Inc 0.6%
Value $110M Shares 444,105 Est. Cost $182.07 Unrealized +38.2%
Waste Management Inc 0.5%
Value $102M Shares 463,187 Est. Cost $165.24 Unrealized
GLW Corning Inc 0.5%
Value $96.52M Shares 1,102,289 Est. Cost $31.99 Unrealized +168.8%
GIL Gildan Activewear Inc 0.5%
Value $93.76M Shares 1,501,100 Est. Cost $48.29 Unrealized +23.1%
AVB AvalonBay Communities Inc 0.5%
Value $91.99M Shares 507,362 Est. Cost $194.65 Unrealized -7.6%
Meta Platforms Inc Cl A 0.5%
Value $89.19M Shares 135,122 Est. Cost $570.74 Unrealized
WSO Watsco Inc 0.4%
Value $87.87M Shares 260,786 Est. Cost $277.65 Unrealized +28.6%
CBOE Global Mkts Inc 0.4%
Value $86.06M Shares 342,860 Est. Cost $207.83 Unrealized
Merck & Co Inc 0.4%
Value $80.51M Shares 764,839 Est. Cost $87.77 Unrealized
FAST Fastenal Co 0.4%
Value $75.03M Shares 1,869,719 Est. Cost $32.30 Unrealized +30.1%
PSX Phillips 66 0.4%
Value $73.86M Shares 572,343 Est. Cost $92.37 Unrealized +45.1%
ADI Analog Devices Inc 0.4%
Value $71.98M Shares 265,413 Est. Cost $142.82 Unrealized +75.5%
BAC Bank America Corp 0.3%
Value $68.09M Shares 1,238,070 Est. Cost $28.45 Unrealized +85.1%
Dt Midstream Inc Common Stock 0.3%
Value $67.33M Shares 562,615 Est. Cost $101.12 Unrealized
ProLogis Inc 0.3%
Value $66.74M Shares 522,812 Est. Cost $106.72 Unrealized
O Realty Income Corp 0.3%
Value $64.93M Shares 1,151,792 Est. Cost $51.43 Unrealized +11.5%
WDC Western Digital Corp 0.3%
Value $64.6M Shares 374,975 Est. Cost $47.46 Unrealized +219.3%
AMGN Amgen Inc 0.3%
Value $64.49M Shares 197,029 Est. Cost $194.47 Unrealized +62.5%
KLAC Kla Corporation Com New 0.3%
Value $63.88M Shares 52,571 Est. Cost $358.58 Unrealized +226.8%
AFG American Financial Group Inc O 0.3%
Value $63.6M Shares 465,295 Est. Cost $104.53 Unrealized +27.8%
CMS CMS Energy Corp 0.3%
Value $63.24M Shares 904,315 Est. Cost $61.98 Unrealized +17.0%
SYK Stryker Corp 0.3%
Value $62.68M Shares 178,335 Est. Cost $106.99 Unrealized +239.7%
LHX L3Harris Technologies Inc 0.3%
Value $59.9M Shares 204,056 Est. Cost $210.35 Unrealized +37.1%
PKG Packaging Corp America 0.3%
Value $59.57M Shares 288,837 Est. Cost $168.11 Unrealized +20.4%
DRI Darden Restaurants Inc 0.3%
Value $59.49M Shares 323,299 Est. Cost $182.09 Unrealized 0.0%
AVY Avery Dennison Corp 0.3%
Value $57.34M Shares 315,260 Est. Cost $185.68 Unrealized -7.2%
NiSource Inc 0.3%
Value $56.29M Shares 1,347,962 Est. Cost $30.10 Unrealized
NOC Northrop Grumman Corp 0.3%
Value $55.18M Shares 96,769 Est. Cost $353.81 Unrealized +63.6%
OKE Oneok Inc 0.3%
Value $54.79M Shares 745,494 Est. Cost $78.48 Unrealized -10.2%
ATO Atmos Energy Corp 0.3%
Value $54.19M Shares 323,292 Est. Cost $109.81 Unrealized +56.9%
WMT Wal-Mart Inc 0.3%
Value $53.61M Shares 481,228 Est. Cost $83.39 Unrealized +28.5%
RPM RPM Intl Inc 0.3%
Value $52.53M Shares 505,101 Est. Cost $72.57 Unrealized +49.2%
Linde PLC 0.3%
Value $52.44M Shares 122,997 Est. Cost $422.04 Unrealized
UNP Union Pacific Corp 0.3%
Value $52.08M Shares 225,140 Est. Cost $211.13 Unrealized +7.7%
US Physical Therapy Inc 0.3%
Value $51.61M Shares 660,864 Est. Cost $83.46 Unrealized
PH Parker Hannifin Corp 0.3%
Value $50.97M Shares 57,985 Est. Cost $681.49 Unrealized +20.0%
TXRH Texas Roadhouse Inc 0.2%
Value $46.84M Shares 282,154 Est. Cost $158.28 Unrealized +6.6%
Encompass Health Corp 0.2%
Value $46.38M Shares 436,977 Est. Cost $109.57 Unrealized
PM Philip Morris Intl Inc 0.2%
Value $46.14M Shares 287,663 Est. Cost $156.55 Unrealized -1.9%
Kkr & Co Inc Cl A 0.2%
Value $44.75M Shares 351,042 Est. Cost $113.22 Unrealized
APH Amphenol Corp Cl A 0.2%
Value $43.16M Shares 319,350 Est. Cost $133.54 Unrealized 0.0%
ADC Agree Realty Corp 0.2%
Value $43.1M Shares 598,399 Est. Cost $70.00 Unrealized
CSL Carlisle Cos Inc 0.2%
Value $43.09M Shares 134,709 Est. Cost $274.23 Unrealized +17.7%
LNT Alliant Energy Corp 0.2%
Value $43.04M Shares 662,120 Est. Cost $54.79 Unrealized +22.0%
Amdocs Ltd 0.2%
Value $42.96M Shares 533,613 Est. Cost $83.89 Unrealized
BlackRock Inc 0.2%
Value $41.7M Shares 38,962 Est. Cost $949.52 Unrealized
Carrier Global Corporation Com 0.2%
Value $40.62M Shares 768,729 Est. Cost $59.60 Unrealized
Dell Technologies Inc Cl C 0.2%
Value $38.1M Shares 302,647 Est. Cost $102.90 Unrealized
Oracle Corp 0.2%
Value $37.8M Shares 193,952 Est. Cost $154.52 Unrealized
Equity Lifestyle Properties In 0.2%
Value $35.77M Shares 590,141 Est. Cost $65.83 Unrealized
R Ryder Systems Inc 0.2%
Value $35.29M Shares 184,399 Est. Cost $156.65 Unrealized +14.7%
QCOM Qualcomm Inc 0.2%
Value $34.69M Shares 202,777 Est. Cost $118.51 Unrealized +44.1%
Blackstone Inc Com 0.2%
Value $34.56M Shares 224,216 Est. Cost $74.40 Unrealized
IPAR Interparfums Inc 0.2%
Value $34.19M Shares 403,062 Est. Cost $105.30 Unrealized -16.4%
ECL Ecolab Inc 0.2%
Value $33.04M Shares 125,875 Est. Cost $77.80 Unrealized +241.5%
Quest Diagnostics Inc 0.2%
Value $32.5M Shares 187,288 Est. Cost $135.17 Unrealized
MZTI Marzetti Company Com 0.2%
Value $32.08M Shares 195,107 Est. Cost $168.72 Unrealized -1.1%
Garmin Ltd 0.2%
Value $29.85M Shares 147,148 Est. Cost $202.85 Unrealized
Perrigo Co PLC 0.1%
Value $26.45M Shares 1,900,321 Est. Cost $30.27 Unrealized
HON Honeywell Intl Inc 0.1%
Value $24.29M Shares 124,506 Est. Cost $107.12 Unrealized +82.1%
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value $22.68M Shares 45,128 Est. Cost $152.20 Unrealized +226.9%
Plains Group Hlgs LP A 0.1%
Value $21.08M Shares 1,101,264 Est. Cost $17.83 Unrealized
FFBC First Financial Bancorp OH 0.1%
Value $20.97M Shares 838,079 Est. Cost $23.14 Unrealized +7.2%
AVT Avnet Inc 0.1%
Value $20.72M Shares 430,853 Est. Cost $44.48 Unrealized +9.9%
Penske Automotive Group Inc 0.1%
Value $20.28M Shares 128,120 Est. Cost $135.65 Unrealized
EMR Emerson Electric Co 0.1%
Value $19.57M Shares 147,487 Est. Cost $46.47 Unrealized +184.9%
Ferrari NV 0.1%
Value $18.9M Shares 51,137 Est. Cost $453.62 Unrealized
Allegion Pub Ltd Co 0.1%
Value $18.73M Shares 117,608 Est. Cost $138.52 Unrealized
iShares Core MSCI EAFE 0.1%
Value $18.64M Shares 208,340 Est. Cost $68.10 Unrealized
Terreno Realty Corp 0.1%
Value $18.45M Shares 314,228 Est. Cost $60.03 Unrealized
AMD Advanced Micro Devices Inc 0.1%
Value $17.38M Shares 81,145 Est. Cost $119.72 Unrealized +87.6%
CDW Corp 0.1%
Value $16.29M Shares 119,626 Est. Cost $129.07 Unrealized
Keurig Dr Pepper Inc 0.1%
Value $15.81M Shares 564,361 Est. Cost $35.34 Unrealized
Alphabet Inc Cap Stock Cl C 0.1%
Value $15.57M Shares 49,607 Est. Cost $150.40 Unrealized
Ensign Group Inc 0.1%
Value $14.98M Shares 85,984 Est. Cost $70.92 Unrealized
Enbridge Inc 0.1%
Value $13.49M Shares 281,938 Est. Cost $36.99 Unrealized
NKE Nike Inc Cl B 0.1%
Value $13.39M Shares 210,125 Est. Cost $44.22 Unrealized +46.8%
DOV Dover Corp 0.1%
Value $13.04M Shares 66,799 Est. Cost $84.08 Unrealized +116.3%
MKC McCormick & Co Inc Non Vtg 0.1%
Value $12.55M Shares 184,291 Est. Cost $62.80 Unrealized +5.0%
BDX Becton Dickinson & Co 0.1%
Value $12.14M Shares 62,534 Est. Cost $96.67 Unrealized +96.1%
Novartis AG Sp ADR 0.1%
Value $11.88M Shares 86,162 Est. Cost $75.54 Unrealized
NetApp Inc 0.1%
Value $11.35M Shares 105,949 Est. Cost $72.54 Unrealized
SBUX Starbucks Corp 0.1%
Value $11.26M Shares 133,737 Est. Cost $60.75 Unrealized +38.4%
VEU Vanguard All World ex-US 0.1%
Value $10.39M Shares 141,187 Est. Cost $54.81 Unrealized
FSS Federal Signal Corp 0.1%
Value $10.21M Shares 94,053 Est. Cost $37.19 Unrealized +207.6%
OSK Oshkosh Corp 0.1%
Value $10.13M Shares 80,602 Est. Cost $130.68 Unrealized -2.1%
LMAT Lemaitre Vascular Inc 0.1%
Value $10.12M Shares 124,793 Est. Cost $32.80 Unrealized +162.1%
UTZ Utz Brands Inc Cl A 0.1%
Value $10.11M Shares 974,470 Est. Cost $15.26 Unrealized -29.3%
LOW Lowes Cos Inc 0.0%
Value $9.876M Shares 40,952 Est. Cost $66.44 Unrealized +261.0%
BCPC Balchem Corp 0.0%
Value $9.835M Shares 64,128 Est. Cost $88.96 Unrealized +70.6%
CW Curtiss Wright Corp 0.0%
Value $9.741M Shares 17,670 Est. Cost $152.75 Unrealized +265.1%
RMD ResMed Inc 0.0%
Value $8.524M Shares 35,390 Est. Cost $49.85 Unrealized +412.4%
Chemed Corp 0.0%
Value $8.464M Shares 19,782 Est. Cost $454.54 Unrealized
TSCO Tractor Supply Co 0.0%
Value $8.13M Shares 162,574 Est. Cost $54.73 Unrealized -1.9%
MSA Msa Safety Inc 0.0%
Value $7.991M Shares 49,897 Est. Cost $135.72 Unrealized +20.0%
NVIDIA Corp 0.0%
Value $7.943M Shares 42,590 Est. Cost $140.21 Unrealized
Enpro Inc Com 0.0%
Value $7.935M Shares 37,056 Est. Cost $103.39 Unrealized
DIS Disney Walt Co Disney 0.0%
Value $7.785M Shares 68,423 Est. Cost $64.42 Unrealized +70.0%
AJG Gallagher Arthur J & Co 0.0%
Value $7.782M Shares 30,072 Est. Cost $68.32 Unrealized +286.7%
CHD Church & Dwight Inc 0.0%
Value $7.702M Shares 91,849 Est. Cost $35.97 Unrealized +137.1%
Tetra Tech Inc 0.0%
Value $7.62M Shares 227,195 Est. Cost $56.92 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 0.0%
Value $7.548M Shares 10 Est. Cost $301345.10 Unrealized +147.7%
ROP Roper Technologies Inc 0.0%
Value $7.482M Shares 16,809 Est. Cost $162.93 Unrealized +183.7%
Otis Worldwide Corp 0.0%
Value $7.181M Shares 82,211 Est. Cost $82.42 Unrealized
AMZN Amazon.com Inc 0.0%
Value $7.017M Shares 30,401 Est. Cost $148.59 Unrealized +54.0%
Visa Inc Cl A 0.0%
Value $6.932M Shares 19,766 Est. Cost $182.06 Unrealized
NYT New York Times Co Cl A 0.0%
Value $6.913M Shares 99,587 Est. Cost $51.88 Unrealized +19.2%
ATR AptarGroup Inc 0.0%
Value $6.87M Shares 56,330 Est. Cost $119.64 Unrealized +2.8%
CPK Chesapeake Utilities Corp 0.0%
Value $6.797M Shares 54,482 Est. Cost $100.96 Unrealized +30.1%
LFUS Littelfuse Inc 0.0%
Value $6.797M Shares 26,873 Est. Cost $242.00 Unrealized +5.2%
Meritage Homes Corp 0.0%
Value $6.709M Shares 101,960 Est. Cost $111.91 Unrealized
Coherent Corp Com 0.0%
Value $6.682M Shares 36,205 Est. Cost $35.85 Unrealized
AHR American Healthcare REIT Inc 0.0%
Value $6.547M Shares 139,120 Est. Cost $47.06 Unrealized
Applied Industrial Technologie 0.0%
Value $6.523M Shares 25,403 Est. Cost $177.06 Unrealized
WFC Wells Fargo Co 0.0%
Value $6.49M Shares 69,638 Est. Cost $38.45 Unrealized +125.3%
Costco Wholesale Corp 0.0%
Value $6.468M Shares 7,501 Est. Cost $348.17 Unrealized
MarketAxess Holdings Inc 0.0%
Value $6.352M Shares 35,046 Est. Cost $222.02 Unrealized
FITB Fifth Third Bancorp 0.0%
Value $6.134M Shares 131,047 Est. Cost $18.13 Unrealized +140.8%
GWW Grainger W W Inc 0.0%
Value $5.318M Shares 5,270 Est. Cost $378.39 Unrealized +156.1%
Intuitive Surgical Inc 0.0%
Value $5.242M Shares 9,256 Est. Cost $399.77 Unrealized
Texas Pacific Land Corporation 0.0%
Value $5.17M Shares 18,000 Est. Cost $400.82 Unrealized
NSRGY Nestle SA Sp ADR 0.0%
Value $5.025M Shares 50,557 Est. Cost $68.43 Unrealized
Energy Transfer LP 0.0%
Value $4.981M Shares 302,036 Est. Cost $13.78 Unrealized
Bwx Technologies Inc 0.0%
Value $4.93M Shares 28,523 Est. Cost $76.24 Unrealized
JKHY Henry Jack & Assoc Inc 0.0%
Value $4.648M Shares 25,470 Est. Cost $58.18 Unrealized +185.7%
MPWR Monolithic Power Systems Inc 0.0%
Value $4.57M Shares 5,042 Est. Cost $115.84 Unrealized +729.4%
MasterCard Incorporated Cl A 0.0%
Value $4.482M Shares 7,851 Est. Cost $250.72 Unrealized
D R Horton Inc 0.0%
Value $4.453M Shares 30,914 Est. Cost $131.45 Unrealized
Duke Energy Corp 0.0%
Value $3.762M Shares 32,098 Est. Cost $85.15 Unrealized
Medtronic PLC 0.0%
Value $3.761M Shares 39,151 Est. Cost $91.99 Unrealized
DCI Donaldson Inc 0.0%
Value $3.757M Shares 42,376 Est. Cost $30.92 Unrealized +179.5%
IBM Intl Business Machines 0.0%
Value $3.673M Shares 12,399 Est. Cost $162.75 Unrealized +83.6%
Valero Energy Corp 0.0%
Value $3.012M Shares 18,504 Est. Cost $96.07 Unrealized
INTC Intel Corp 0.0%
Value $2.97M Shares 80,492 Est. Cost $17.63 Unrealized +114.1%
FISV Fiserv Inc 0.0%
Value $2.902M Shares 43,197 Est. Cost $48.87 Unrealized +71.6%
Installed Building Prods Inc 0.0%
Value $2.877M Shares 11,092 Est. Cost $194.12 Unrealized
BAH Booz Allen Hamilton Holding Co 0.0%
Value $2.826M Shares 33,505 Est. Cost $97.30 Unrealized -9.0%
AAON AAON Inc 0.0%
Value $2.811M Shares 36,868 Est. Cost $50.86 Unrealized +81.4%
MS Morgan Stanley 0.0%
Value $2.766M Shares 15,579 Est. Cost $120.41 Unrealized +38.3%
NSC Norfolk Southern Corp 0.0%
Value $2.623M Shares 9,086 Est. Cost $86.78 Unrealized +232.6%
VEA Vanguard FTSE Dev Mkt ETF 0.0%
Value $2.612M Shares 41,813 Est. Cost $52.06 Unrealized
Goldman Sachs Group Inc 0.0%
Value $2.565M Shares 2,918 Est. Cost $400.00 Unrealized
CAT Caterpillar Inc 0.0%
Value $2.398M Shares 4,186 Est. Cost $167.22 Unrealized +232.2%
Kinsale Cap Group Inc 0.0%
Value $2.392M Shares 6,117 Est. Cost $138.34 Unrealized
HSY Hershey Co 0.0%
Value $2.252M Shares 12,377 Est. Cost $193.91 Unrealized -6.1%
KR Kroger Co 0.0%
Value $2.225M Shares 35,612 Est. Cost $27.86 Unrealized +134.1%
Altria Group Inc 0.0%
Value $2.209M Shares 38,308 Est. Cost $49.97 Unrealized
MPLX LP 0.0%
Value $2.2M Shares 41,225 Est. Cost $42.48 Unrealized
VIGI Vanguard Intl Dvd ETF 0.0%
Value $2.179M Shares 23,832 Est. Cost $76.85 Unrealized
SHEL Shell PLC Spon ADS 0.0%
Value $2.061M Shares 28,050 Est. Cost $55.98 Unrealized
Universal Display Corp 0.0%
Value $1.975M Shares 16,913 Est. Cost $152.43 Unrealized
3M Co 0.0%
Value $1.925M Shares 12,022 Est. Cost $182.77 Unrealized
HOMB Home Bancshares Inc 0.0%
Value $1.901M Shares 68,433 Est. Cost $22.67 Unrealized +22.3%
GE General Electric Co 0.0%
Value $1.848M Shares 6,001 Est. Cost $93.91 Unrealized +220.3%
Armstrong World Industries Inc 0.0%
Value $1.78M Shares 9,316 Est. Cost $191.10 Unrealized
Black Stone Minerals LP 0.0%
Value $1.748M Shares 131,500 Est. Cost $14.19 Unrealized
CSX CSX Corp 0.0%
Value $1.747M Shares 48,186 Est. Cost $26.94 Unrealized +32.5%
iShares Core MSCI Emerg Mkt 0.0%
Value $1.733M Shares 25,787 Est. Cost $58.95 Unrealized
VWO Vanguard FTSE Emerg Mkt ETF 0.0%
Value $1.714M Shares 31,879 Est. Cost $43.38 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value $1.684M Shares 31,222 Est. Cost $31.94 Unrealized +48.8%
Kenvue Inc 0.0%
Value $1.633M Shares 94,649 Est. Cost $20.15 Unrealized
SO Southern Co 0.0%
Value $1.62M Shares 18,576 Est. Cost $59.02 Unrealized +54.0%
EFA iShares MSCI EAFE ETF 0.0%
Value $1.514M Shares 15,769 Est. Cost $70.19 Unrealized
Zoetis Inc Cl A 0.0%
Value $1.459M Shares 11,594 Est. Cost $165.50 Unrealized
DE Deere & Co 0.0%
Value $1.406M Shares 3,020 Est. Cost $375.94 Unrealized +24.4%
Steris PLC SHS USD 0.0%
Value $1.398M Shares 5,516 Est. Cost $129.98 Unrealized
KMB Kimberly Clark Corp 0.0%
Value $1.39M Shares 13,778 Est. Cost $81.76 Unrealized +32.6%
TFX Teleflex Inc 0.0%
Value $1.334M Shares 10,934 Est. Cost $110.18 Unrealized +9.8%
GPC Genuine Parts Co 0.0%
Value $1.313M Shares 10,678 Est. Cost $65.15 Unrealized +97.5%
AXP American Express Co 0.0%
Value $1.276M Shares 3,448 Est. Cost $256.15 Unrealized +39.4%
AMAT Applied Materials Inc 0.0%
Value $1.2M Shares 4,670 Est. Cost $194.74 Unrealized +23.0%
CL Colgate Palmolive Co 0.0%
Value $1.198M Shares 15,165 Est. Cost $48.83 Unrealized +60.4%
Crown Castle Inc 0.0%
Value $1.183M Shares 13,311 Est. Cost $129.29 Unrealized
Cardinal Health Inc 0.0%
Value $1.181M Shares 5,746 Est. Cost $130.53 Unrealized
DAL Delta Air Lines Inc 0.0%
Value $1.166M Shares 16,800 Est. Cost $38.07 Unrealized +64.0%
CVS CVS Health Corp 0.0%
Value $1.155M Shares 14,553 Est. Cost $70.89 Unrealized +11.0%
Agilent Technologies Inc 0.0%
Value $1.145M Shares 8,418 Est. Cost $100.42 Unrealized
HEI Heico Corp 0.0%
Value $1.111M Shares 3,433 Est. Cost $86.12 Unrealized +266.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value $1.096M Shares 1,892 Est. Cost $316.18 Unrealized +78.7%
DHR Danaher Corp 0.0%
Value $1.067M Shares 4,659 Est. Cost $140.23 Unrealized +56.6%
Regions Financial Corp 0.0%
Value $1.048M Shares 38,666 Est. Cost $18.31 Unrealized
Solstice Advanced Materials In 0.0%
Value $966K Shares 19,886 Est. Cost $48.58 Unrealized
CLX Clorox Co 0.0%
Value $956K Shares 9,484 Est. Cost $66.76 Unrealized +62.2%
Marathon Petroleum Corp 0.0%
Value $955K Shares 5,870 Est. Cost $127.91 Unrealized
EOG Resources Inc 0.0%
Value $945K Shares 9,000 Est. Cost $124.00 Unrealized
LRCX Lam Research Corp 0.0%
Value $941K Shares 5,500 Est. Cost $76.10 Unrealized +104.2%
Verizon Communications Inc 0.0%
Value $921K Shares 22,623 Est. Cost $51.96 Unrealized
SJM Smucker J M Co 0.0%
Value $920K Shares 9,406 Est. Cost $102.32 Unrealized +0.5%
C H Robinson Worldwide Inc 0.0%
Value $912K Shares 5,670 Est. Cost $85.23 Unrealized
NDSN Nordson Corp 0.0%
Value $911K Shares 3,790 Est. Cost $169.08 Unrealized +38.6%
W P Carey Inc 0.0%
Value $891K Shares 13,843 Est. Cost $67.54 Unrealized
Esquire Financial Holdings Inc 0.0%
Value $878K Shares 8,600 Est. Cost $65.21 Unrealized
Cencora Inc Com 0.0%
Value $858K Shares 2,539 Est. Cost $185.56 Unrealized
Stag Industrial Inc 0.0%
Value $834K Shares 22,700 Est. Cost $34.67 Unrealized
SHW Sherwin Williams Co 0.0%
Value $807K Shares 2,492 Est. Cost $237.15 Unrealized +40.9%
Truist Financial Corp 0.0%
Value $785K Shares 15,961 Est. Cost $48.46 Unrealized
MCHP Microchip Technology Inc 0.0%
Value $760K Shares 11,920 Est. Cost $56.65 Unrealized +8.3%
PANW Palo Alto Networks Inc 0.0%
Value $757K Shares 4,112 Est. Cost $196.71 Unrealized +2.6%
FHN First Horizon Natl Corp 0.0%
Value $755K Shares 31,577 Est. Cost $21.53 Unrealized +3.0%
BKH Black Hills Corp 0.0%
Value $753K Shares 10,850 Est. Cost $56.47 Unrealized +17.7%
GE Vernova Inc 0.0%
Value $744K Shares 1,138 Est. Cost $226.09 Unrealized
XYZ Block Inc Cl A 0.0%
Value $742K Shares 11,400 Est. Cost $56.54 Unrealized +22.0%
SCHW Schwab Charles Corp 0.0%
Value $725K Shares 7,255 Est. Cost $45.45 Unrealized +108.4%
One Gas Inc 0.0%
Value $678K Shares 8,774 Est. Cost $75.30 Unrealized
Kimbell Royalty Partners LP 0.0%
Value $669K Shares 56,850 Est. Cost $15.72 Unrealized
Comcast Corp Cl A 0.0%
Value $656K Shares 21,958 Est. Cost $38.46 Unrealized
PFE Pfizer Inc 0.0%
Value $634K Shares 25,443 Est. Cost $25.81 Unrealized -3.0%
IDA IDACORP Inc 0.0%
Value $633K Shares 5,000 Est. Cost $115.85 Unrealized +12.3%
S&P Global Inc 0.0%
Value $632K Shares 1,209 Est. Cost $522.59 Unrealized
CSGS CSG Systems Intl Inc 0.0%
Value $602K Shares 7,847 Est. Cost $46.73 Unrealized +57.3%
GIS General Mills Inc 0.0%
Value $600K Shares 12,900 Est. Cost $37.22 Unrealized +27.5%
SAP Sap SE Sp ADR 0.0%
Value $591K Shares 2,431 Est. Cost $99.94 Unrealized
WST West Pharmaceutical Svsc Inc 0.0%
Value $585K Shares 2,125 Est. Cost $237.86 Unrealized +15.0%
Netflix Inc 0.0%
Value $584K Shares 6,230 Est. Cost $121.66 Unrealized
McKesson Corp 0.0%
Value $580K Shares 707 Est. Cost $435.53 Unrealized
UBCP United Bancorp Inc Ohio 0.0%
Value $575K Shares 40,050 Est. Cost $12.27 Unrealized +9.3%
Hp Inc 0.0%
Value $565K Shares 25,358 Est. Cost $33.47 Unrealized
SYY Sysco Corp 0.0%
Value $550K Shares 7,465 Est. Cost $60.05 Unrealized +25.7%
BK Bank New York Mellon Corp 0.0%
Value $549K Shares 4,727 Est. Cost $24.56 Unrealized +349.9%
SSD Simpson Manufacturing Co Inc 0.0%
Value $546K Shares 3,383 Est. Cost $45.31 Unrealized +272.4%
Canadian Pacific Kansas City C 0.0%
Value $546K Shares 7,414 Est. Cost $76.94 Unrealized
NTRS Northern Trust Corp 0.0%
Value $546K Shares 3,995 Est. Cost $83.25 Unrealized +57.0%
Zimmer Biomet Holdings Inc 0.0%
Value $544K Shares 6,045 Est. Cost $112.99 Unrealized
VSS Vanguard FTSE Small Cap ETF 0.0%
Value $534K Shares 3,725 Est. Cost $118.60 Unrealized
Diageo PLC Sp ADR 0.0%
Value $519K Shares 6,012 Est. Cost $148.33 Unrealized
YUM Yum Brands Inc 0.0%
Value $515K Shares 3,407 Est. Cost $138.81 Unrealized +6.4%
Eversource Energy 0.0%
Value $513K Shares 7,626 Est. Cost $80.81 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value $502K Shares 28,949 Est. Cost $11.51 Unrealized +41.5%
AT&T Inc 0.0%
Value $500K Shares 20,117 Est. Cost $24.78 Unrealized
Alcon Inc 0.0%
Value $494K Shares 6,265 Est. Cost $62.05 Unrealized
ServiceNow Inc 0.0%
Value $488K Shares 3,185 Est. Cost $243.08 Unrealized
Avient Corporation Com 0.0%
Value $476K Shares 15,237 Est. Cost $40.32 Unrealized
Edwards Lifesciences Corp 0.0%
Value $473K Shares 5,548 Est. Cost $76.98 Unrealized
INTU Intuit 0.0%
Value $471K Shares 711 Est. Cost $389.47 Unrealized +69.6%
SPDR Portfolio Emg MK 0.0%
Value $457K Shares 9,760 Est. Cost $39.72 Unrealized
BTI British Amern Tob Plc Sponsore 0.0%
Value $456K Shares 8,049 Est. Cost $48.66 Unrealized
RGLD Royal Gold Inc 0.0%
Value $445K Shares 2,000 Est. Cost $113.01 Unrealized +75.5%
C Citigroup Inc 0.0%
Value $439K Shares 3,765 Est. Cost $56.55 Unrealized +83.3%
Synovus Financial Corp- Delist 0.0%
Value $432K Shares 8,622 Est. Cost $39.03 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value $427K Shares 16,382 Est. Cost $34.27 Unrealized -18.3%
VXUS Vanguard Total Intl Stock F 0.0%
Value $409K Shares 5,418 Est. Cost $56.99 Unrealized
OGE OGE Energy Corp 0.0%
Value $406K Shares 9,500 Est. Cost $38.81 Unrealized +14.9%
CNQ Canadian Natural Resources Ltd 0.0%
Value $401K Shares 11,850 Est. Cost $31.67 Unrealized +2.4%
AEP American Electric Power Inc 0.0%
Value $364K Shares 3,153 Est. Cost $91.03 Unrealized +29.3%
SNPS Synopsys Inc 0.0%
Value $353K Shares 752 Est. Cost $565.30 Unrealized -21.4%
CI The Cigna Group Com 0.0%
Value $345K Shares 1,252 Est. Cost $194.73 Unrealized +43.4%
BSX Boston Scientific Corp 0.0%
Value $335K Shares 3,517 Est. Cost $87.73 Unrealized +11.7%
Pool Corporation 0.0%
Value $331K Shares 1,449 Est. Cost $253.77 Unrealized
GHC Graham Holdings Co 0.0%
Value $330K Shares 300 Est. Cost $866.75 Unrealized +23.1%
PRMRF Paramount Resources Ltd Cl A 0.0%
Value $321K Shares 18,206 Est. Cost $12.53 Unrealized +35.4%
Brookfield Infrast Partners LP 0.0%
Value $308K Shares 8,862 Est. Cost $35.04 Unrealized
Tesla Inc 0.0%
Value $305K Shares 679 Est. Cost $317.66 Unrealized
ConocoPhillips 0.0%
Value $301K Shares 3,218 Est. Cost $87.73 Unrealized
IDEX Corp 0.0%
Value $269K Shares 1,509 Est. Cost $151.76 Unrealized
PPG PPG Industries Inc 0.0%
Value $260K Shares 2,535 Est. Cost $118.14 Unrealized -15.3%
EPD Enterprise Products Partners L 0.0%
Value $256K Shares 7,974 Est. Cost $29.19 Unrealized
GILD Gilead Sciences Inc 0.0%
Value $252K Shares 2,054 Est. Cost $90.03 Unrealized +34.3%
American Tower Corp 0.0%
Value $236K Shares 1,342 Est. Cost $231.40 Unrealized
Sprott Physical Gold & Silver 0.0%
Value $233K Shares 5,078 Est. Cost $36.69 Unrealized
Fidelity Natl Information Serv 0.0%
Value $232K Shares 3,498 Est. Cost $86.85 Unrealized
TPR Tapestry Inc 0.0%
Value $226K Shares 1,768 Est. Cost $114.03 Unrealized 0.0%
SLB Schlumberger Ltd 0.0%
Value $222K Shares 5,796 Est. Cost $34.34 Unrealized +5.0%
Corteva Inc 0.0%
Value $216K Shares 3,215 Est. Cost $62.93 Unrealized
Ameriprise Financial Inc 0.0%
Value $212K Shares 432 Est. Cost $484.11 Unrealized
CFG Citizens Financial Group Inc 0.0%
Value $207K Shares 3,540 Est. Cost $53.58 Unrealized 0.0%
ABBNY ABB Ltd Sp ADR 0.0%
Value $202K Shares 2,705 Est. Cost $74.75 Unrealized
Ellington Financial Inc 0.0%
Value $170K Shares 12,500 Est. Cost $14.80 Unrealized
LAND Gladstone Ld Corp 0.0%
Value $156K Shares 17,075 Est. Cost $13.73 Unrealized
Plug Power Inc 0.0%
Value $19,700 Shares 10,000 Est. Cost $4.72 Unrealized
Agilon Health Inc 0.0%
Value $6,887 Shares 10,000 Est. Cost $16.14 Unrealized
Mbak Energy Solutions Inc Com 0.0%
Value $222 Shares 110,990 Est. Cost $0.00 Unrealized
ILUS Ilustrato Pictures Intl Inc 0.0%
Value $32 Shares 160,734 Est. Cost $0.10 Unrealized -99.5%