Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $1,228,251 (100.0% shares, 0.0% debt)

Holdings (342)

JPM JPMORGAN CHASE & CO. 5.8%
Value ($000) $70,756 Shares 244,063 Est. Cost $189.18 Unrealized +33.6%
COST COSTCO WHSL CORP NEW 5.1%
Value ($000) $62,046 Shares 62,677 Est. Cost $773.82 Unrealized +28.0%
MSFT MICROSOFT CORP 5.0%
Value ($000) $61,818 Shares 124,280 Est. Cost $268.44 Unrealized +61.1%
AMZN AMAZON COM INC 4.9%
Value ($000) $60,766 Shares 276,978 Est. Cost $174.19 Unrealized +13.6%
AAPL APPLE INC 4.9%
Value ($000) $60,313 Shares 293,968 Est. Cost $97.62 Unrealized +106.3%
CPRT COPART INC 4.9%
Value ($000) $59,972 Shares 1,222,165 Est. Cost $37.45 Unrealized +49.4%
WM WASTE MGMT INC DEL 3.9%
Value ($000) $48,004 Shares 209,790 Est. Cost $202.83 Unrealized +13.2%
BX BLACKSTONE INC 3.9%
Value ($000) $47,326 Shares 316,392 Est. Cost $117.83 Unrealized +14.7%
MA MASTERCARD INCORPORATED 3.7%
Value ($000) $45,197 Shares 80,430 Est. Cost $451.62 Unrealized +22.1%
HD HOME DEPOT INC 3.5%
Value ($000) $43,307 Shares 118,118 Est. Cost $75.60 Unrealized +370.8%
TJX TJX COS INC NEW 3.4%
Value ($000) $41,446 Shares 335,623 Est. Cost $49.18 Unrealized +156.0%
V VISA INC 3.1%
Value ($000) $38,049 Shares 107,165 Est. Cost $270.83 Unrealized +28.1%
BAC BANK AMERICA CORP 3.1%
Value ($000) $37,474 Shares 791,932 Est. Cost $13.32 Unrealized +211.2%
WCN WASTE CONNECTIONS INC 2.9%
Value ($000) $35,016 Shares 187,532 Est. Cost $165.63 Unrealized +16.0%
LLY ELI LILLY & CO 2.8%
Value ($000) $34,520 Shares 44,283 Est. Cost $186.47 Unrealized +314.8%
UBER UBER TECHNOLOGIES INC 2.5%
Value ($000) $31,220 Shares 334,622 Est. Cost $69.50 Unrealized +18.4%
IBM INTERNATIONAL BUSINESS MACHS 2.5%
Value ($000) $30,588 Shares 103,765 Est. Cost $124.26 Unrealized +104.3%
GOOGL ALPHABET INC 2.5%
Value ($000) $30,147 Shares 171,068 Est. Cost $167.35 Unrealized -2.4%
HON HONEYWELL INTL INC 2.4%
Value ($000) $29,828 Shares 128,082 Est. Cost $112.98 Unrealized +76.7%
OC OWENS CORNING NEW 2.3%
Value ($000) $28,156 Shares 204,741 Est. Cost $99.90 Unrealized +38.2%
UNP UNION PAC CORP 1.9%
Value ($000) $23,538 Shares 102,304 Est. Cost $65.92 Unrealized +231.4%
OPLN OPENLANE INC 1.6%
Value ($000) $19,523 Shares 798,502 Est. Cost $18.44 Unrealized +14.5%
DOV DOVER CORP 1.4%
Value ($000) $17,590 Shares 96,000 Est. Cost $39.99 Unrealized +331.8%
LIN LINDE PLC 1.3%
Value ($000) $16,159 Shares 34,440 Est. Cost $432.44 Unrealized +4.6%
DIS DISNEY WALT CO 1.3%
Value ($000) $16,004 Shares 129,050 Est. Cost $94.36 Unrealized +9.0%
NSC NORFOLK SOUTHN CORP 1.2%
Value ($000) $14,560 Shares 56,880 Est. Cost $59.67 Unrealized +290.6%
UPS UNITED PARCEL SERVICE INC 1.1%
Value ($000) $13,727 Shares 135,994 Est. Cost $158.15 Unrealized -40.5%
MRK MERCK & CO INC 1.0%
Value ($000) $12,860 Shares 162,450 Est. Cost $121.72 Unrealized -36.4%
NKE NIKE INC 1.0%
Value ($000) $12,827 Shares 180,556 Est. Cost $56.01 Unrealized +5.5%
MDT MEDTRONIC PLC 1.0%
Value ($000) $12,116 Shares 138,991 Est. Cost $83.66 Unrealized -0.2%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $10,520 Shares 97,589 Est. Cost $110.09 Unrealized -5.1%
EMR EMERSON ELEC CO 0.7%
Value ($000) $9,144 Shares 68,585 Est. Cost $41.33 Unrealized +174.8%
NVDA NVIDIA CORPORATION 0.7%
Value ($000) $9,032 Shares 57,171 Est. Cost $117.33 Unrealized +7.2%
DMRC DIGIMARC CORP NEW 0.7%
Value ($000) $8,466 Shares 640,851 Est. Cost $24.13 Unrealized -46.8%
MCD MCDONALDS CORP 0.6%
Value ($000) $7,982 Shares 27,320 Est. Cost $84.98 Unrealized +257.2%
MRVL MARVELL TECHNOLOGY INC 0.5%
Value ($000) $6,216 Shares 80,315 Est. Cost $62.34 Unrealized -0.1%
CAC CAMDEN NATL CORP 0.5%
Value ($000) $5,998 Shares 147,811 Est. Cost $22.16 Unrealized +71.3%
MTB M & T BK CORP 0.5%
Value ($000) $5,810 Shares 29,950 Est. Cost $138.95 Unrealized +24.4%
ABBV ABBVIE INC 0.5%
Value ($000) $5,767 Shares 31,070 Est. Cost $157.12 Unrealized +16.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $5,393 Shares 37,660 Est. Cost $73.28 Unrealized +87.0%
NUE NUCOR CORP 0.4%
Value ($000) $4,864 Shares 37,550 Est. Cost $34.82 Unrealized +231.7%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $4,750 Shares 68,424 Est. Cost $67.61 Unrealized +0.7%
SHEL SHELL PLC 0.4%
Value ($000) $4,659 Shares 66,176 Est. Cost $72.18 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $4,152 Shares 23,404 Est. Cost $168.88 Unrealized -2.4%
AMGN AMGEN INC 0.3%
Value ($000) $4,130 Shares 14,790 Est. Cost $235.72 Unrealized +17.8%
STE STERIS PLC 0.3%
Value ($000) $3,700 Shares 15,402 Est. Cost $214.14 Unrealized +8.3%
ABT ABBOTT LABS 0.3%
Value ($000) $3,215 Shares 23,639 Est. Cost $52.70 Unrealized +147.8%
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $3,134 Shares 19,670 Est. Cost $55.82 Unrealized +188.0%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $2,797 Shares 12,795 Est. Cost $200.17 Unrealized +11.5%
GE GE AEROSPACE 0.2%
Value ($000) $2,657 Shares 10,324 Est. Cost $157.95 Unrealized +38.4%
TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,284 Shares 8,536 Est. Cost $267.54 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $1,699 Shares 17,250 Est. Cost $73.31 Unrealized +22.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,693 Shares 9,293 Est. Cost $85.38 Unrealized +96.0%
GLD SPDR GOLD TR 0.1%
Value ($000) $1,674 Shares 5,490 Est. Cost $215.01 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $1,666 Shares 24,006 Est. Cost $45.44 Unrealized +32.9%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $1,588 Shares 10,396 Est. Cost $64.35 Unrealized +134.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,575 Shares 23,355 Est. Cost $65.15 Unrealized -0.0%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $1,537 Shares 73,125 Est. Cost $17.34 Unrealized +15.7%
ECL ECOLAB INC 0.1%
Value ($000) $1,524 Shares 5,658 Est. Cost $227.14 Unrealized +11.1%
UNILEVER PLC 0.1%
Value ($000) $1,321 Shares 21,600 Est. Cost $54.99 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value ($000) $1,303 Shares 9,025 Est. Cost $89.80 Unrealized +14.1%
SYY SYSCO CORP 0.1%
Value ($000) $1,257 Shares 16,599 Est. Cost $71.17 Unrealized -0.1%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value ($000) $1,255 Shares 22,782 Est. Cost $58.41 Unrealized -4.1%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,241 Shares 34,778 Est. Cost $37.12 Unrealized -8.6%
EOG EOG RES INC 0.1%
Value ($000) $1,207 Shares 10,095 Est. Cost $122.13 Unrealized -8.2%
VST VISTRA CORP 0.1%
Value ($000) $1,202 Shares 6,200 Est. Cost $82.71 Unrealized +78.3%
PFE PFIZER INC 0.1%
Value ($000) $1,124 Shares 46,366 Est. Cost $24.77 Unrealized -9.8%
KR KROGER CO 0.1%
Value ($000) $1,097 Shares 15,300 Est. Cost $52.03 Unrealized +31.1%
GEV GE VERNOVA INC 0.1%
Value ($000) $1,086 Shares 2,052 Est. Cost $158.10 Unrealized +163.1%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $984 Shares 21,247 Est. Cost $34.50 Unrealized +36.8%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $958 Shares 2,190 Est. Cost $313.71 Unrealized +25.3%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $880 Shares 12,824 Est. Cost $31.56 Unrealized -13.4%
FNLC FIRST BANCORP INC ME 0.1%
Value ($000) $867 Shares 34,125 Est. Cost $21.10 Unrealized +10.1%
NVS NOVARTIS AG 0.1%
Value ($000) $829 Shares 6,850 Est. Cost $106.46 Unrealized
MMM 3M CO 0.1%
Value ($000) $822 Shares 5,400 Est. Cost $94.27 Unrealized +49.8%
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $786 Shares 14,500 Est. Cost $55.85 Unrealized
META META PLATFORMS INC 0.1%
Value ($000) $758 Shares 1,027 Est. Cost $486.56 Unrealized +26.7%
UTZ UTZ BRANDS INC 0.1%
Value ($000) $684 Shares 54,484 Est. Cost $18.00 Unrealized -27.3%
WEN WENDYS CO 0.1%
Value ($000) $671 Shares 58,728 Est. Cost $18.18 Unrealized -32.9%
GPC GENUINE PARTS CO 0.1%
Value ($000) $667 Shares 5,500 Est. Cost $141.59 Unrealized -16.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $653 Shares 4,100 Est. Cost $44.78 Unrealized +223.9%
NWSA NEWS CORP NEW 0.1%
Value ($000) $652 Shares 21,937 Est. Cost $25.55 Unrealized +7.2%
GIS GENERAL MLS INC 0.1%
Value ($000) $619 Shares 11,942 Est. Cost $64.44 Unrealized -16.5%
COP CONOCOPHILLIPS 0.1%
Value ($000) $615 Shares 6,850 Est. Cost $115.38 Unrealized -23.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $614 Shares 3,000 Est. Cost $169.24 Unrealized +9.7%
KO COCA COLA CO 0.0%
Value ($000) $578 Shares 8,170 Est. Cost $34.82 Unrealized +100.4%
NI NISOURCE INC 0.0%
Value ($000) $563 Shares 13,950 Est. Cost $26.92 Unrealized +43.4%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $561 Shares 4,350 Est. Cost $63.68 Unrealized +106.9%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $558 Shares 5,874 Est. Cost $45.30 Unrealized +56.6%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $523 Shares 7,114 Est. Cost $103.49 Unrealized -28.3%
FUL FULLER H B CO 0.0%
Value ($000) $520 Shares 8,650 Est. Cost $75.84 Unrealized -28.2%
DOW DOW INC 0.0%
Value ($000) $513 Shares 19,363 Est. Cost $36.37 Unrealized -23.6%
NFLX NETFLIX INC 0.0%
Value ($000) $502 Shares 375 Est. Cost $62.46 Unrealized +81.0%
CTVA CORTEVA INC 0.0%
Value ($000) $496 Shares 6,651 Est. Cost $54.08 Unrealized +22.4%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $446 Shares 3,982 Est. Cost $197.27 Unrealized -45.0%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $442 Shares 10,250 Est. Cost $43.84 Unrealized -3.8%
SJM SMUCKER J M CO 0.0%
Value ($000) $442 Shares 4,500 Est. Cost $106.16 Unrealized +1.0%
FMC FMC CORP 0.0%
Value ($000) $418 Shares 10,000 Est. Cost $39.05 Unrealized -1.9%
HESS CORP 0.0%
Value ($000) $416 Shares 3,000 Est. Cost $147.52 Unrealized
WMT WALMART INC 0.0%
Value ($000) $409 Shares 4,178 Est. Cost $28.25 Unrealized +235.5%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $399 Shares 1,250 Est. Cost $94.16 Unrealized +196.7%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $387 Shares 681 Est. Cost $500.13 Unrealized
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $378 Shares 3,198 Est. Cost $99.95 Unrealized +25.3%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $375 Shares 8,000 Est. Cost $25.91 Unrealized +77.4%
PEP PEPSICO INC 0.0%
Value ($000) $370 Shares 2,802 Est. Cost $64.87 Unrealized +102.0%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $350 Shares 2,144 Est. Cost $109.25 Unrealized +42.5%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $344 Shares 557 Est. Cost $544.22 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $318 Shares 3,500 Est. Cost $45.26 Unrealized +98.9%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $311 Shares 1,500 Est. Cost $164.21 Unrealized +6.1%
BALL BALL CORP 0.0%
Value ($000) $295 Shares 5,265 Est. Cost $65.40 Unrealized -20.9%
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value ($000) $278 Shares 9,734 Est. Cost $41.58 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $278 Shares 4,031 Est. Cost $49.78 Unrealized +31.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $243 Shares 500 Est. Cost $408.62 Unrealized +24.3%
ADBE ADOBE INC 0.0%
Value ($000) $239 Shares 619 Est. Cost $484.22 Unrealized -20.4%
ASH ASHLAND INC 0.0%
Value ($000) $238 Shares 4,728 Est. Cost $93.13 Unrealized -46.5%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $209 Shares 3,966 Est. Cost $57.71 Unrealized -17.6%
EQT EQT CORP 0.0%
Value ($000) $197 Shares 3,375 Est. Cost $33.40 Unrealized +60.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $191 Shares 4,220 Est. Cost $33.39 Unrealized +31.1%
SHOP SHOPIFY INC 0.0%
Value ($000) $173 Shares 1,500 Est. Cost $66.33 Unrealized +50.8%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $171 Shares 26,032 Est. Cost $7.17 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $167 Shares 11,500 Est. Cost $13.05 Unrealized +7.0%
MO ALTRIA GROUP INC 0.0%
Value ($000) $163 Shares 2,779 Est. Cost $39.11 Unrealized +43.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $157 Shares 1,332 Est. Cost $94.26 Unrealized +22.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $156 Shares 942 Est. Cost $179.57 Unrealized -17.6%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $155 Shares 1,700 Est. Cost $55.73 Unrealized +50.6%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $153 Shares 5,211 Est. Cost $18.96 Unrealized +41.1%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $148 Shares 7,220 Est. Cost $27.36 Unrealized -18.0%
IJH ISHARES TR 0.0%
Value ($000) $140 Shares 2,250 Est. Cost $58.35 Unrealized
KEY KEYCORP 0.0%
Value ($000) $139 Shares 8,000 Est. Cost $13.41 Unrealized +12.3%
ETN EATON CORP PLC 0.0%
Value ($000) $138 Shares 387 Est. Cost $317.31 Unrealized -3.3%
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $137 Shares 13,238 Est. Cost $11.05 Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $125 Shares 939 Est. Cost $118.60 Unrealized
T AT&T INC 0.0%
Value ($000) $123 Shares 4,252 Est. Cost $16.16 Unrealized +66.8%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $123 Shares 500 Est. Cost $200.57 Unrealized +12.2%
TSLA TESLA INC 0.0%
Value ($000) $119 Shares 375 Est. Cost $174.77 Unrealized +72.4%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $116 Shares 3,512 Est. Cost $31.54 Unrealized +4.7%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $114 Shares 261 Est. Cost $374.01 Unrealized
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $114 Shares 1,500 Est. Cost $148.16 Unrealized -45.8%
SRE SEMPRA 0.0%
Value ($000) $114 Shares 1,500 Est. Cost $70.00 Unrealized +3.7%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $113 Shares 641 Est. Cost $160.41 Unrealized
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $108 Shares 900 Est. Cost $137.26 Unrealized -18.7%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $107 Shares 200 Est. Cost $418.45 Unrealized +17.2%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $106 Shares 1,997 Est. Cost $55.02 Unrealized -7.7%
DE DEERE & CO 0.0%
Value ($000) $102 Shares 200 Est. Cost $68.96 Unrealized +602.9%
DEO DIAGEO PLC 0.0%
Value ($000) $101 Shares 1,000 Est. Cost $126.08 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $99 Shares 250 Est. Cost $333.33 Unrealized +11.5%
GH GUARDANT HEALTH INC 0.0%
Value ($000) $99 Shares 1,900 Est. Cost $28.13 Unrealized +58.8%
CMI CUMMINS INC 0.0%
Value ($000) $98 Shares 300 Est. Cost $276.13 Unrealized +10.7%
CSX CSX CORP 0.0%
Value ($000) $98 Shares 3,000 Est. Cost $27.43 Unrealized +8.6%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $94 Shares 2,770 Est. Cost $42.80 Unrealized -20.7%
NOW SERVICENOW INC 0.0%
Value ($000) $94 Shares 91 Est. Cost $192.24 Unrealized -1.9%
LEN LENNAR CORP 0.0%
Value ($000) $91 Shares 825 Est. Cost $148.55 Unrealized -27.8%
BA BOEING CO 0.0%
Value ($000) $91 Shares 433 Est. Cost $178.24 Unrealized +6.0%
CME CME GROUP INC 0.0%
Value ($000) $89 Shares 323 Est. Cost $236.84 Unrealized +13.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $88 Shares 3,413 Est. Cost $29.42 Unrealized -13.1%
PARAMOUNT GLOBAL 0.0%
Value ($000) $85 Shares 6,579 Est. Cost $10.39 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $85 Shares 1,956 Est. Cost $36.47 Unrealized +14.7%
NEM NEWMONT CORP 0.0%
Value ($000) $83 Shares 1,425 Est. Cost $39.61 Unrealized +33.6%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $83 Shares 300 Est. Cost $95.36 Unrealized +128.1%
FDX FEDEX CORP 0.0%
Value ($000) $81 Shares 355 Est. Cost $251.77 Unrealized -14.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $80 Shares 436 Est. Cost $211.43 Unrealized -25.5%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $76 Shares 900 Est. Cost $67.45 Unrealized +17.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $75 Shares 1,012 Est. Cost $81.35 Unrealized -14.5%
PSX PHILLIPS 66 0.0%
Value ($000) $75 Shares 625 Est. Cost $139.62 Unrealized -21.6%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $74 Shares 2,729 Est. Cost $17.67 Unrealized +44.0%
FISV FISERV INC 0.0%
Value ($000) $69 Shares 400 Est. Cost $151.37 Unrealized +19.8%
RTX CORPORATION 0.0%
Value ($000) $67 Shares 456 Est. Cost $146.02 Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $65 Shares 883 Est. Cost $56.62 Unrealized +15.3%
WMB WILLIAMS COS INC 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $37.71 Unrealized +52.9%
CF CF INDS HLDGS INC 0.0%
Value ($000) $62 Shares 675 Est. Cost $74.64 Unrealized +12.5%
MOS MOSAIC CO NEW 0.0%
Value ($000) $62 Shares 1,700 Est. Cost $28.60 Unrealized +9.8%
ESGD ISHARES TR 0.0%
Value ($000) $62 Shares 692 Est. Cost $78.78 Unrealized
PIMCO MUN INCOME FD 0.0%
Value ($000) $62 Shares 7,712 Est. Cost $9.17 Unrealized
IWP ISHARES TR 0.0%
Value ($000) $59 Shares 428 Est. Cost $110.35 Unrealized
INTU INTUIT 0.0%
Value ($000) $59 Shares 75 Est. Cost $614.24 Unrealized +9.8%
FN FABRINET 0.0%
Value ($000) $59 Shares 200 Est. Cost $212.12 Unrealized +5.0%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $56 Shares 750 Est. Cost $92.87 Unrealized -30.0%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $56 Shares 694 Est. Cost $68.53 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $55 Shares 130 Est. Cost $364.52 Unrealized
L LOEWS CORP 0.0%
Value ($000) $55 Shares 601 Est. Cost $75.41 Unrealized +16.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $55 Shares 600 Est. Cost $115.96 Unrealized -17.2%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $55 Shares 700 Est. Cost $66.04 Unrealized +14.8%
IR INGERSOLL RAND INC 0.0%
Value ($000) $52 Shares 626 Est. Cost $91.78 Unrealized -14.2%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $52 Shares 999 Est. Cost $82.13 Unrealized -35.8%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $51 Shares 1,400 Est. Cost $28.32 Unrealized +29.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $48 Shares 333 Est. Cost $121.01 Unrealized +12.6%
OEC ORION S.A. 0.0%
Value ($000) $47 Shares 4,500 Est. Cost $24.07 Unrealized -53.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $47 Shares 1,056 Est. Cost $35.11 Unrealized +26.4%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $47 Shares 175 Est. Cost $192.70 Unrealized +33.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $46 Shares 110 Est. Cost $354.55 Unrealized +17.1%
USB US BANCORP DEL 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $37.76 Unrealized +7.9%
IEFA ISHARES TR 0.0%
Value ($000) $45 Shares 542 Est. Cost $72.64 Unrealized
CDW CDW CORP 0.0%
Value ($000) $45 Shares 250 Est. Cost $226.70 Unrealized -25.8%
XEL XCEL ENERGY INC 0.0%
Value ($000) $44 Shares 652 Est. Cost $51.36 Unrealized +32.0%
ASML ASML HOLDING N V 0.0%
Value ($000) $44 Shares 55 Est. Cost $1022.75 Unrealized
ESGE ISHARES INC 0.0%
Value ($000) $44 Shares 1,124 Est. Cost $33.53 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $44 Shares 160 Est. Cost $236.12 Unrealized +5.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $44 Shares 200 Est. Cost $144.82 Unrealized +41.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $43 Shares 75 Est. Cost $533.24 Unrealized +5.4%
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $42 Shares 440 Est. Cost $103.76 Unrealized -5.7%
DGS WISDOMTREE TR 0.0%
Value ($000) $42 Shares 763 Est. Cost $51.44 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $41 Shares 730 Est. Cost $47.11 Unrealized +12.8%
YUM YUM BRANDS INC 0.0%
Value ($000) $41 Shares 276 Est. Cost $133.30 Unrealized +8.2%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $41 Shares 1,582 Est. Cost $32.54 Unrealized -18.1%
CAT CATERPILLAR INC 0.0%
Value ($000) $39 Shares 100 Est. Cost $338.69 Unrealized -2.3%
UGI UGI CORP NEW 0.0%
Value ($000) $38 Shares 1,050 Est. Cost $24.23 Unrealized +42.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $38 Shares 416 Est. Cost $48.00 Unrealized +77.4%
LOW LOWES COS INC 0.0%
Value ($000) $38 Shares 170 Est. Cost $221.35 Unrealized -0.3%
IWS ISHARES TR 0.0%
Value ($000) $38 Shares 284 Est. Cost $120.74 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $37 Shares 910 Est. Cost $36.66 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $36 Shares 117 Est. Cost $473.12 Unrealized -20.8%
SLVM SYLVAMO CORP 0.0%
Value ($000) $36 Shares 726 Est. Cost $62.49 Unrealized -12.5%
ITOT ISHARES TR 0.0%
Value ($000) $36 Shares 269 Est. Cost $118.78 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $36 Shares 600 Est. Cost $47.71 Unrealized +26.0%
CB CHUBB LIMITED 0.0%
Value ($000) $36 Shares 125 Est. Cost $252.75 Unrealized +13.5%
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $36 Shares 740 Est. Cost $44.71 Unrealized +3.8%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $35 Shares 1,200 Est. Cost $30.23 Unrealized -12.2%
TARGET CORP 0.0%
Value ($000) $35 Shares 350 Est. Cost $98.65 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $32 Shares 650 Est. Cost $45.04 Unrealized +1.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 252 Est. Cost $130.64 Unrealized -22.4%
ESML ISHARES TR 0.0%
Value ($000) $31 Shares 747 Est. Cost $38.50 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $30 Shares 300 Est. Cost $130.45 Unrealized -25.3%
WELLS FARGO CO NEW 0.0%
Value ($000) $29 Shares 25 Est. Cost $1174.16 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $28 Shares 54 Est. Cost $964.05 Unrealized -42.3%
FOXA FOX CORP 0.0%
Value ($000) $28 Shares 500 Est. Cost $32.14 Unrealized +63.4%
NULV NUSHARES ETF TR 0.0%
Value ($000) $28 Shares 662 Est. Cost $37.79 Unrealized
IJK ISHARES TR 0.0%
Value ($000) $27 Shares 300 Est. Cost $88.19 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $26 Shares 1,168 Est. Cost $28.47 Unrealized -27.2%
F FORD MTR CO 0.0%
Value ($000) $26 Shares 2,360 Est. Cost $11.13 Unrealized -11.3%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $126.86 Unrealized -49.8%
MET METLIFE INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $68.14 Unrealized +11.3%
CORP PIMCO ETF TR 0.0%
Value ($000) $24 Shares 247 Est. Cost $95.07 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TRU 0.0%
Value ($000) $24 Shares 401 Est. Cost $55.10 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $63.13 Unrealized +65.3%
BOEING CO 0.0%
Value ($000) $20 Shares 300 Est. Cost $68.00 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $8.22 Unrealized
SKECHERS U S A INC 0.0%
Value ($000) $19 Shares 300 Est. Cost $69.12 Unrealized
FSK FS KKR CAP CORP 0.0%
Value ($000) $19 Shares 902 Est. Cost $15.27 Unrealized +18.7%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $18 Shares 1,600 Est. Cost $12.10 Unrealized
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $16 Shares 112 Est. Cost $110.88 Unrealized +18.5%
COHEN & STEERS TAX ADVAN PFD 0.0%
Value ($000) $16 Shares 800 Est. Cost $19.85 Unrealized
GLW CORNING INC 0.0%
Value ($000) $16 Shares 300 Est. Cost $33.68 Unrealized +37.5%
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $16 Shares 172 Est. Cost $81.28 Unrealized
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $15 Shares 1,273 Est. Cost $10.04 Unrealized +10.9%
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $15 Shares 1,823 Est. Cost $8.65 Unrealized
EVTC EVERTEC INC 0.0%
Value ($000) $14 Shares 401 Est. Cost $35.87 Unrealized -1.4%
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $14 Shares 1,094 Est. Cost $12.94 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $12 Shares 276 Est. Cost $36.60 Unrealized +22.1%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $12 Shares 116 Est. Cost $76.80 Unrealized +35.8%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $12 Shares 800 Est. Cost $13.09 Unrealized +4.6%
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $12 Shares 412 Est. Cost $26.51 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $12 Shares 250 Est. Cost $19.54 Unrealized +85.3%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $11 Shares 150 Est. Cost $60.70 Unrealized +16.7%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 1,261 Est. Cost $10.24 Unrealized -20.0%
LEMB ISHARES INC 0.0%
Value ($000) $11 Shares 275 Est. Cost $35.64 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $11 Shares 36 Est. Cost $236.61 Unrealized +27.8%
CNQ CANADIAN NAT RES LTD 0.0%
Value ($000) $11 Shares 350 Est. Cost $35.42 Unrealized -15.4%
KXI ISHARES TR 0.0%
Value ($000) $11 Shares 161 Est. Cost $60.11 Unrealized
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.30 Unrealized
ETSY ETSY INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $63.96 Unrealized -22.2%
WSBC WESBANCO INC 0.0%
Value ($000) $9 Shares 300 Est. Cost $27.65 Unrealized +9.4%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $9 Shares 2,529 Est. Cost $3.58 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $9 Shares 300 Est. Cost $41.98 Unrealized -18.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $62.02 Unrealized -33.6%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $8 Shares 84 Est. Cost $81.39 Unrealized 0.0%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $8 Shares 686 Est. Cost $8.01 Unrealized +16.4%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $7 Shares 75 Est. Cost $150.65 Unrealized -44.3%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $7 Shares 225 Est. Cost $23.01 Unrealized
TLT ISHARES TR 0.0%
Value ($000) $6 Shares 73 Est. Cost $91.78 Unrealized
BLK BLACKROCK INC 0.0%
Value ($000) $6 Shares 6 Est. Cost $991.05 Unrealized -5.8%
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $6 Shares 178 Est. Cost $34.28 Unrealized -14.6%
EMN EASTMAN CHEM CO 0.0%
Value ($000) $5 Shares 72 Est. Cost $92.66 Unrealized -18.0%
UFI UNIFI INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.95 Unrealized -17.3%
GWW GRAINGER W W INC 0.0%
Value ($000) $5 Shares 5 Est. Cost $1033.16 Unrealized 0.0%
NMAX NEWSMAX INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $26.20 Unrealized 0.0%
SGHC SUPER GROUP SGHC LIMITED 0.0%
Value ($000) $4 Shares 400 Est. Cost $3.37 Unrealized +151.1%
OGN ORGANON & CO 0.0%
Value ($000) $4 Shares 452 Est. Cost $18.66 Unrealized -45.1%
TMUS T-MOBILE US INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $163.58 Unrealized +47.6%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $4 Shares 200 Est. Cost $12.90 Unrealized +25.3%
TTD THE TRADE DESK INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $90.47 Unrealized -29.4%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $3 Shares 138 Est. Cost $25.50 Unrealized -15.6%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $230.10 Unrealized +1.6%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $3 Shares 32 Est. Cost $38.28 Unrealized
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $2 Shares 90 Est. Cost $24.68 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $138.24 Unrealized -20.2%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $330.11 Unrealized -25.3%
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $116.47 Unrealized -60.3%
FWONK LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 17 Est. Cost $77.47 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $72.33 Unrealized +15.0%
CCJ CAMECO CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $50.50 Unrealized +5.5%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $2 Shares 40 Est. Cost $23.97 Unrealized +50.9%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $2 Shares 81 Est. Cost $41.16 Unrealized
ALC ALCON AG 0.0%
Value ($000) $2 Shares 18 Est. Cost $84.91 Unrealized +5.5%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $2 Shares 3 Est. Cost $423.77 Unrealized +17.2%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $2 Shares 1 Est. Cost $1136.24 Unrealized +15.7%
MCO MOODYS CORP 0.0%
Value ($000) $2 Shares 3 Est. Cost $393.01 Unrealized +17.3%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $146.14 Unrealized +4.3%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $160.87 Unrealized -32.3%
CC CHEMOURS CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $24.44 Unrealized -54.7%
ORCL ORACLE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $122.30 Unrealized +31.5%
VIST VISTA ENERGY S.A.B. DE C.V. 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.50 Unrealized
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $64.38 Unrealized
KWEB KRANESHARES TRUST 0.0%
Value ($000) $1 Shares 29 Est. Cost $27.03 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value ($000) $1 Shares 146 Est. Cost $5.81 Unrealized
EWJ ISHARES INC 0.0%
Value ($000) $1 Shares 13 Est. Cost $68.31 Unrealized
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.46 Unrealized -4.8%
DNN DENISON MINES CORP 0.0%
Value ($000) $1 Shares 517 Est. Cost $2.12 Unrealized -28.6%
NXE NEXGEN ENERGY LTD 0.0%
Value ($000) $1 Shares 131 Est. Cost $7.66 Unrealized -26.3%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $569.75 Unrealized -26.8%
OKTA OKTA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $94.67 Unrealized +12.8%
FWONA LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $64.25 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.64 Unrealized +2.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $62.05 Unrealized +26.7%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $121.07 Unrealized -16.9%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $1 Shares 4 Est. Cost $122.34 Unrealized +31.9%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 8 Est. Cost $37.63 Unrealized
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $1 Shares 11 Est. Cost $24.38 Unrealized +41.2%
CFLT CONFLUENT INC 0.0%
Value ($000) $1 Shares 24 Est. Cost $28.74 Unrealized -21.6%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.06 Unrealized +18.7%
ZIMVIE INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $18.25 Unrealized
ACVA ACV AUCTIONS INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $17.98 Unrealized -13.5%
ESTC ELASTIC N V 0.0%
Value ($000) $1 Shares 6 Est. Cost $105.02 Unrealized -19.5%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $1 Shares 24 Est. Cost $27.62 Unrealized -16.3%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $207.63 Unrealized -0.8%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $227.18 Unrealized -33.7%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $138.48 Unrealized -29.7%
ZM ZOOM COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $61.43 Unrealized +25.9%
XPEL XPEL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.10 Unrealized -23.4%
SUNRISE COMMUNICATIONS AG 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.17 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.74 Unrealized -2.3%
URNM SPROTT FDS TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.29 Unrealized
NKTR NEKTAR THERAPEUTICS 0.0%
Value ($000) $0 Shares 13 Est. Cost $11.24 Unrealized 0.0%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.12 Unrealized +13.6%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.30 Unrealized
BATRK ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 6 Est. Cost $38.87 Unrealized +5.2%
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.57 Unrealized -32.7%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $14.52 Unrealized -66.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.83 Unrealized -43.3%
BATRA ATLANTA BRAVES HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.41 Unrealized +6.8%
XP XP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.66 Unrealized -16.4%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.00 Unrealized
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.67 Unrealized -61.1%