Kimelman & Baird, LLC Diversified Active

CIK: 0001318103 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 25, 2025

Total Value ($000): $1,280,427 (100.0% shares, 0.0% debt)

Holdings (307)

JPM JPMORGAN CHASE & CO. 5.8%
Value ($000) $74,254 Shares 235,406 Est. Cost $189.18 Unrealized +56.4%
AAPL APPLE INC 5.7%
Value ($000) $73,339 Shares 288,020 Est. Cost $97.62 Unrealized +131.1%
MSFT MICROSOFT CORP 4.9%
Value ($000) $63,313 Shares 122,238 Est. Cost $268.44 Unrealized +89.5%
AMZN AMAZON COM INC 4.8%
Value ($000) $60,923 Shares 277,464 Est. Cost $174.19 Unrealized +29.9%
COST COSTCO WHSL CORP NEW 4.6%
Value ($000) $58,384 Shares 63,075 Est. Cost $773.82 Unrealized +23.6%
CPRT COPART INC 4.3%
Value ($000) $55,487 Shares 1,233,862 Est. Cost $37.45 Unrealized +25.8%
BX BLACKSTONE INC 4.2%
Value ($000) $54,155 Shares 316,973 Est. Cost $117.83 Unrealized +43.8%
TJX TJX COS INC NEW 3.8%
Value ($000) $48,882 Shares 338,188 Est. Cost $49.18 Unrealized +169.0%
HD HOME DEPOT INC 3.7%
Value ($000) $47,963 Shares 118,371 Est. Cost $75.60 Unrealized +414.7%
WM WASTE MGMT INC DEL 3.6%
Value ($000) $46,622 Shares 211,121 Est. Cost $202.83 Unrealized +10.3%
MA MASTERCARD INCORPORATED 3.6%
Value ($000) $45,935 Shares 80,756 Est. Cost $451.62 Unrealized +27.0%
BAC BANK AMERICA CORP 3.2%
Value ($000) $41,194 Shares 798,480 Est. Cost $13.32 Unrealized +263.0%
GOOGL ALPHABET INC 3.2%
Value ($000) $40,402 Shares 166,197 Est. Cost $167.35 Unrealized +25.0%
V VISA INC 2.9%
Value ($000) $36,950 Shares 108,239 Est. Cost $271.57 Unrealized +27.1%
LLY ELI LILLY & CO 2.6%
Value ($000) $33,357 Shares 43,719 Est. Cost $186.47 Unrealized +298.1%
WCN WASTE CONNECTIONS INC 2.6%
Value ($000) $33,271 Shares 189,255 Est. Cost $165.63 Unrealized +9.8%
UBER UBER TECHNOLOGIES INC 2.6%
Value ($000) $33,119 Shares 338,057 Est. Cost $69.75 Unrealized +34.1%
IBM INTERNATIONAL BUSINESS MACHS 2.3%
Value ($000) $29,545 Shares 104,710 Est. Cost $124.26 Unrealized +108.9%
OC OWENS CORNING NEW 2.3%
Value ($000) $29,186 Shares 206,316 Est. Cost $99.90 Unrealized +46.9%
HON HONEYWELL INTL INC 2.1%
Value ($000) $27,314 Shares 129,759 Est. Cost $114.20 Unrealized +81.4%
UNP UNION PAC CORP 1.9%
Value ($000) $24,182 Shares 102,304 Est. Cost $65.92 Unrealized +238.5%
OPLN OPENLANE INC 1.8%
Value ($000) $23,272 Shares 808,630 Est. Cost $18.55 Unrealized +46.9%
MRVL MARVELL TECHNOLOGY INC 1.6%
Value ($000) $20,735 Shares 246,641 Est. Cost $69.86 Unrealized +5.2%
NSC NORFOLK SOUTHN CORP 1.3%
Value ($000) $17,087 Shares 56,880 Est. Cost $59.67 Unrealized +362.6%
LIN LINDE PLC 1.3%
Value ($000) $16,827 Shares 35,425 Est. Cost $433.50 Unrealized +8.6%
MDT MEDTRONIC PLC 1.3%
Value ($000) $16,093 Shares 168,969 Est. Cost $85.01 Unrealized +7.4%
DOV DOVER CORP 1.3%
Value ($000) $16,016 Shares 96,000 Est. Cost $39.99 Unrealized +346.6%
DIS DISNEY WALT CO 1.2%
Value ($000) $15,092 Shares 131,810 Est. Cost $94.83 Unrealized +23.4%
MRK MERCK & CO INC 1.1%
Value ($000) $13,634 Shares 162,450 Est. Cost $121.72 Unrealized -33.4%
NKE NIKE INC 1.0%
Value ($000) $12,766 Shares 183,081 Est. Cost $56.25 Unrealized +31.2%
NVDA NVIDIA CORPORATION 0.9%
Value ($000) $11,078 Shares 59,373 Est. Cost $119.45 Unrealized +45.9%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $10,958 Shares 97,188 Est. Cost $110.09 Unrealized -0.4%
EMR EMERSON ELEC CO 0.7%
Value ($000) $8,997 Shares 68,585 Est. Cost $41.33 Unrealized +227.8%
MCD MCDONALDS CORP 0.6%
Value ($000) $8,302 Shares 27,320 Est. Cost $84.98 Unrealized +254.7%
ABBV ABBVIE INC 0.6%
Value ($000) $7,194 Shares 31,070 Est. Cost $157.12 Unrealized +28.5%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $6,313 Shares 40,653 Est. Cost $79.10 Unrealized +92.5%
DMRC DIGIMARC CORP NEW 0.5%
Value ($000) $6,208 Shares 635,370 Est. Cost $24.13 Unrealized -55.3%
MTB M & T BK CORP 0.5%
Value ($000) $5,919 Shares 29,950 Est. Cost $138.95 Unrealized +39.4%
CAC CAMDEN NATL CORP 0.4%
Value ($000) $5,644 Shares 146,259 Est. Cost $22.16 Unrealized +77.6%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $5,165 Shares 68,424 Est. Cost $67.61 Unrealized +6.8%
GOOG ALPHABET INC 0.4%
Value ($000) $5,096 Shares 20,924 Est. Cost $168.88 Unrealized +24.3%
NUE NUCOR CORP 0.4%
Value ($000) $5,085 Shares 37,550 Est. Cost $34.82 Unrealized +303.5%
SHEL SHELL PLC 0.4%
Value ($000) $4,734 Shares 66,176 Est. Cost $72.18 Unrealized
AMGN AMGEN INC 0.3%
Value ($000) $4,019 Shares 14,240 Est. Cost $235.72 Unrealized +21.6%
STE STERIS PLC 0.3%
Value ($000) $3,726 Shares 15,059 Est. Cost $214.14 Unrealized +11.6%
ABT ABBOTT LABS 0.2%
Value ($000) $3,166 Shares 23,639 Est. Cost $52.70 Unrealized +147.8%
GE GE AEROSPACE 0.2%
Value ($000) $3,098 Shares 10,299 Est. Cost $157.95 Unrealized +72.6%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $3,022 Shares 19,670 Est. Cost $55.82 Unrealized +177.5%
MRSH MARSH & MCLENNAN COS INC 0.2%
Value ($000) $2,579 Shares 12,795 Est. Cost $200.17 Unrealized +1.9%
TRAVELERS COMPANIES INC 0.2%
Value ($000) $2,377 Shares 8,514 Est. Cost $279.22 Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value ($000) $2,130 Shares 9,025 Est. Cost $89.80 Unrealized +89.0%
GLD SPDR GOLD TR 0.2%
Value ($000) $1,952 Shares 5,490 Est. Cost $215.01 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,928 Shares 10,396 Est. Cost $64.35 Unrealized +163.4%
CSCO CISCO SYS INC 0.1%
Value ($000) $1,565 Shares 22,870 Est. Cost $45.44 Unrealized +48.3%
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value ($000) $1,563 Shares 16,650 Est. Cost $73.31 Unrealized +49.3%
ECL ECOLAB INC 0.1%
Value ($000) $1,550 Shares 5,658 Est. Cost $227.14 Unrealized +19.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1,507 Shares 9,293 Est. Cost $85.38 Unrealized +93.5%
KIM KIMCO RLTY CORP 0.1%
Value ($000) $1,489 Shares 68,125 Est. Cost $17.34 Unrealized +22.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $1,459 Shares 23,355 Est. Cost $65.15 Unrealized -2.7%
SYY SYSCO CORP 0.1%
Value ($000) $1,367 Shares 16,599 Est. Cost $71.17 Unrealized +10.8%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value ($000) $1,338 Shares 21,532 Est. Cost $58.41 Unrealized +3.9%
UNILEVER PLC 0.1%
Value ($000) $1,280 Shares 21,600 Est. Cost $54.99 Unrealized
GEV GE VERNOVA INC 0.1%
Value ($000) $1,258 Shares 2,046 Est. Cost $158.10 Unrealized +283.0%
VST VISTRA CORP 0.1%
Value ($000) $1,215 Shares 6,200 Est. Cost $82.71 Unrealized +139.0%
PFE PFIZER INC 0.1%
Value ($000) $1,151 Shares 45,166 Est. Cost $24.77 Unrealized -2.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $1,093 Shares 34,778 Est. Cost $37.12 Unrealized -10.7%
EOG EOG RES INC 0.1%
Value ($000) $1,087 Shares 9,695 Est. Cost $122.13 Unrealized -3.4%
KR KROGER CO 0.1%
Value ($000) $1,031 Shares 15,300 Est. Cost $52.03 Unrealized +32.8%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $999 Shares 12,824 Est. Cost $31.56 Unrealized -1.3%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $929 Shares 20,597 Est. Cost $34.50 Unrealized +31.9%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $924 Shares 2,190 Est. Cost $313.71 Unrealized +36.0%
FNLC FIRST BANCORP INC ME 0.1%
Value ($000) $896 Shares 34,125 Est. Cost $21.10 Unrealized +21.3%
NVS NOVARTIS AG 0.1%
Value ($000) $878 Shares 6,850 Est. Cost $106.46 Unrealized
GNR SPDR INDEX SHS FDS 0.1%
Value ($000) $859 Shares 14,500 Est. Cost $55.85 Unrealized
MMM 3M CO 0.1%
Value ($000) $838 Shares 5,400 Est. Cost $94.27 Unrealized +62.4%
GPC GENUINE PARTS CO 0.1%
Value ($000) $762 Shares 5,500 Est. Cost $141.59 Unrealized -6.5%
META META PLATFORMS INC 0.1%
Value ($000) $754 Shares 1,027 Est. Cost $486.56 Unrealized +52.8%
QCOM QUALCOMM INC 0.1%
Value ($000) $682 Shares 4,100 Est. Cost $44.78 Unrealized +251.0%
UTZ UTZ BRANDS INC 0.1%
Value ($000) $662 Shares 54,484 Est. Cost $18.00 Unrealized -26.4%
COP CONOCOPHILLIPS 0.1%
Value ($000) $648 Shares 6,850 Est. Cost $115.38 Unrealized -19.2%
LITE LUMENTUM HLDGS INC 0.1%
Value ($000) $647 Shares 3,974 Est. Cost $45.30 Unrealized +175.3%
NWSA NEWS CORP NEW 0.0%
Value ($000) $639 Shares 20,812 Est. Cost $25.55 Unrealized +15.7%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $611 Shares 3,000 Est. Cost $169.24 Unrealized +13.1%
NI NISOURCE INC 0.0%
Value ($000) $604 Shares 13,950 Est. Cost $26.92 Unrealized +52.5%
GIS GENERAL MLS INC 0.0%
Value ($000) $602 Shares 11,942 Est. Cost $64.44 Unrealized -23.2%
KO COCA COLA CO 0.0%
Value ($000) $542 Shares 8,170 Est. Cost $34.82 Unrealized +95.0%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $541 Shares 4,350 Est. Cost $63.68 Unrealized +99.1%
WEN WENDYS CO 0.0%
Value ($000) $538 Shares 58,728 Est. Cost $18.18 Unrealized -43.5%
FUL FULLER H B CO 0.0%
Value ($000) $513 Shares 8,650 Est. Cost $75.84 Unrealized -21.5%
SJM SMUCKER J M CO 0.0%
Value ($000) $489 Shares 4,500 Est. Cost $106.16 Unrealized +0.8%
CTVA CORTEVA INC 0.0%
Value ($000) $450 Shares 6,651 Est. Cost $54.08 Unrealized +33.4%
DOW DOW INC 0.0%
Value ($000) $444 Shares 19,363 Est. Cost $36.37 Unrealized -33.1%
WMT WALMART INC 0.0%
Value ($000) $439 Shares 4,263 Est. Cost $29.66 Unrealized +234.6%
SW SMURFIT WESTROCK PLC 0.0%
Value ($000) $436 Shares 10,250 Est. Cost $43.84 Unrealized +2.7%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $425 Shares 6,914 Est. Cost $103.49 Unrealized -34.5%
WSM WILLIAMS SONOMA INC 0.0%
Value ($000) $419 Shares 2,144 Est. Cost $109.25 Unrealized +74.2%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $416 Shares 679 Est. Cost $500.13 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $415 Shares 1,250 Est. Cost $94.16 Unrealized +236.2%
NFLX NETFLIX INC 0.0%
Value ($000) $408 Shares 340 Est. Cost $62.46 Unrealized +95.4%
PEP PEPSICO INC 0.0%
Value ($000) $393 Shares 2,802 Est. Cost $64.87 Unrealized +116.5%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $371 Shares 8,000 Est. Cost $25.91 Unrealized +85.2%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $371 Shares 557 Est. Cost $544.22 Unrealized
FMC FMC CORP 0.0%
Value ($000) $336 Shares 10,000 Est. Cost $39.05 Unrealized -2.4%
EVRG EVERGY INC 0.0%
Value ($000) $306 Shares 4,031 Est. Cost $49.78 Unrealized +41.1%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $280 Shares 3,500 Est. Cost $45.26 Unrealized +87.0%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $276 Shares 1,500 Est. Cost $164.21 Unrealized +17.7%
BALL BALL CORP 0.0%
Value ($000) $265 Shares 5,265 Est. Cost $65.40 Unrealized -17.9%
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value ($000) $256 Shares 9,734 Est. Cost $41.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $251 Shares 500 Est. Cost $408.62 Unrealized +18.5%
ASH ASHLAND INC 0.0%
Value ($000) $227 Shares 4,728 Est. Cost $93.13 Unrealized -44.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $213 Shares 4,220 Est. Cost $33.39 Unrealized +38.1%
KWR QUAKER HOUGHTON 0.0%
Value ($000) $208 Shares 1,582 Est. Cost $197.27 Unrealized -33.3%
TFX TELEFLEX INCORPORATED 0.0%
Value ($000) $208 Shares 1,698 Est. Cost $99.95 Unrealized +20.7%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $204 Shares 3,415 Est. Cost $57.71 Unrealized +0.1%
ADBE ADOBE INC 0.0%
Value ($000) $188 Shares 534 Est. Cost $484.22 Unrealized -25.9%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $185 Shares 1,700 Est. Cost $55.73 Unrealized +81.9%
EQT EQT CORP 0.0%
Value ($000) $184 Shares 3,375 Est. Cost $33.40 Unrealized +57.5%
MO ALTRIA GROUP INC 0.0%
Value ($000) $184 Shares 2,779 Est. Cost $39.11 Unrealized +57.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $182 Shares 942 Est. Cost $179.57 Unrealized -2.8%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $179 Shares 26,032 Est. Cost $7.17 Unrealized
LCNB LCNB CORP 0.0%
Value ($000) $172 Shares 11,500 Est. Cost $13.05 Unrealized +15.6%
SHOP SHOPIFY INC 0.0%
Value ($000) $167 Shares 1,125 Est. Cost $66.33 Unrealized +104.4%
TSLA TESLA INC 0.0%
Value ($000) $167 Shares 375 Est. Cost $174.77 Unrealized +98.5%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $165 Shares 1,332 Est. Cost $94.26 Unrealized +27.1%
KEY KEYCORP 0.0%
Value ($000) $150 Shares 8,000 Est. Cost $13.41 Unrealized +35.6%
IJH ISHARES TR 0.0%
Value ($000) $147 Shares 2,250 Est. Cost $58.35 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $145 Shares 387 Est. Cost $317.31 Unrealized +14.5%
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $141 Shares 13,238 Est. Cost $11.05 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value ($000) $140 Shares 500 Est. Cost $200.57 Unrealized +33.7%
ABNB AIRBNB INC 0.0%
Value ($000) $140 Shares 1,149 Est. Cost $129.37 Unrealized 0.0%
SRE SEMPRA 0.0%
Value ($000) $135 Shares 1,500 Est. Cost $70.00 Unrealized +14.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $132 Shares 7,220 Est. Cost $27.36 Unrealized -31.8%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $127 Shares 4,500 Est. Cost $18.96 Unrealized +42.2%
CMI CUMMINS INC 0.0%
Value ($000) $127 Shares 300 Est. Cost $276.13 Unrealized +37.9%
JBTM JBT MAREL CORPORATION 0.0%
Value ($000) $126 Shares 900 Est. Cost $137.26 Unrealized -0.5%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $125 Shares 261 Est. Cost $374.01 Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $120 Shares 641 Est. Cost $160.41 Unrealized
GH GUARDANT HEALTH INC 0.0%
Value ($000) $119 Shares 1,900 Est. Cost $28.13 Unrealized +93.4%
WLK WESTLAKE CORPORATION 0.0%
Value ($000) $116 Shares 1,500 Est. Cost $148.16 Unrealized -44.4%
NEM NEWMONT CORP 0.0%
Value ($000) $115 Shares 1,360 Est. Cost $39.61 Unrealized +75.2%
T AT&T INC 0.0%
Value ($000) $115 Shares 4,058 Est. Cost $16.16 Unrealized +73.6%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $109 Shares 1,997 Est. Cost $55.02 Unrealized -9.2%
CSX CSX CORP 0.0%
Value ($000) $107 Shares 3,000 Est. Cost $27.43 Unrealized +23.7%
LEN LENNAR CORP 0.0%
Value ($000) $104 Shares 825 Est. Cost $148.55 Unrealized -16.8%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $98 Shares 200 Est. Cost $418.45 Unrealized +21.9%
DEO DIAGEO PLC 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $126.08 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $92 Shares 250 Est. Cost $333.33 Unrealized +15.4%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $92 Shares 654 Est. Cost $118.60 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $90 Shares 3,512 Est. Cost $31.54 Unrealized -2.3%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $89 Shares 436 Est. Cost $211.43 Unrealized -14.5%
CME CME GROUP INC 0.0%
Value ($000) $87 Shares 323 Est. Cost $236.84 Unrealized +13.9%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $86 Shares 1,956 Est. Cost $36.47 Unrealized +16.5%
PSX PHILLIPS 66 0.0%
Value ($000) $85 Shares 625 Est. Cost $139.62 Unrealized -9.5%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $85 Shares 3,413 Est. Cost $29.42 Unrealized -14.4%
NOW SERVICENOW INC 0.0%
Value ($000) $84 Shares 91 Est. Cost $192.24 Unrealized -2.8%
FDX FEDEX CORP 0.0%
Value ($000) $84 Shares 355 Est. Cost $251.77 Unrealized -9.3%
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value ($000) $81 Shares 2,729 Est. Cost $17.67 Unrealized +62.8%
RTX RTX CORPORATION 0.0%
Value ($000) $76 Shares 456 Est. Cost $154.28 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value ($000) $75 Shares 1,004 Est. Cost $81.35 Unrealized -8.4%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $75 Shares 900 Est. Cost $67.45 Unrealized +22.6%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value ($000) $74 Shares 300 Est. Cost $95.36 Unrealized +167.7%
BA BOEING CO 0.0%
Value ($000) $72 Shares 333 Est. Cost $178.24 Unrealized +26.5%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $71 Shares 883 Est. Cost $56.62 Unrealized +32.6%
PIMCO MUN INCOME FD II 0.0%
Value ($000) $65 Shares 8,272 Est. Cost $7.91 Unrealized
WMB WILLIAMS COS INC 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $37.71 Unrealized +53.3%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $62 Shares 742 Est. Cost $158.15 Unrealized -44.3%
IWP ISHARES TR 0.0%
Value ($000) $61 Shares 428 Est. Cost $110.35 Unrealized
IWF ISHARES TR 0.0%
Value ($000) $61 Shares 130 Est. Cost $364.52 Unrealized
CF CF INDS HLDGS INC 0.0%
Value ($000) $61 Shares 675 Est. Cost $74.64 Unrealized +18.4%
L LOEWS CORP 0.0%
Value ($000) $60 Shares 601 Est. Cost $75.41 Unrealized +25.2%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $59 Shares 600 Est. Cost $115.96 Unrealized -15.0%
ALLE ALLEGION PLC 0.0%
Value ($000) $59 Shares 333 Est. Cost $121.01 Unrealized +36.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $59 Shares 1,705 Est. Cost $42.80 Unrealized -19.8%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $58 Shares 999 Est. Cost $82.13 Unrealized -34.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $55 Shares 300 Est. Cost $162.07 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $54 Shares 1,400 Est. Cost $28.32 Unrealized +32.2%
ASML ASML HOLDING N V 0.0%
Value ($000) $53 Shares 55 Est. Cost $1022.75 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $53 Shares 652 Est. Cost $51.36 Unrealized +38.9%
IR INGERSOLL RAND INC 0.0%
Value ($000) $52 Shares 626 Est. Cost $91.78 Unrealized -10.7%
FISV FISERV INC 0.0%
Value ($000) $52 Shares 400 Est. Cost $151.37 Unrealized -5.3%
INTU INTUIT 0.0%
Value ($000) $51 Shares 75 Est. Cost $614.24 Unrealized +17.1%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $50 Shares 110 Est. Cost $354.55 Unrealized +26.5%
OGE OGE ENERGY CORP 0.0%
Value ($000) $49 Shares 1,056 Est. Cost $35.11 Unrealized +27.5%
USB US BANCORP DEL 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $37.76 Unrealized +22.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $48 Shares 100 Est. Cost $338.69 Unrealized +25.6%
IEFA ISHARES TR 0.0%
Value ($000) $47 Shares 542 Est. Cost $72.64 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value ($000) $47 Shares 700 Est. Cost $66.04 Unrealized +8.8%
DE DEERE & CO 0.0%
Value ($000) $46 Shares 100 Est. Cost $68.96 Unrealized +610.1%
OTEX OPEN TEXT CORP 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $30.23 Unrealized +4.6%
D DOMINION ENERGY INC 0.0%
Value ($000) $45 Shares 730 Est. Cost $47.11 Unrealized +23.8%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $43 Shares 167 Est. Cost $237.43 Unrealized +12.7%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $43 Shares 175 Est. Cost $192.70 Unrealized +20.2%
LOW LOWES COS INC 0.0%
Value ($000) $43 Shares 170 Est. Cost $221.35 Unrealized +10.3%
YUM YUM BRANDS INC 0.0%
Value ($000) $42 Shares 276 Est. Cost $133.30 Unrealized +9.6%
MOS MOSAIC CO NEW 0.0%
Value ($000) $42 Shares 1,200 Est. Cost $28.60 Unrealized +18.8%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $41 Shares 488 Est. Cost $68.53 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $41 Shares 1,568 Est. Cost $32.54 Unrealized -18.6%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $40 Shares 600 Est. Cost $47.71 Unrealized +33.9%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $40 Shares 117 Est. Cost $473.12 Unrealized -36.8%
CDW CDW CORP 0.0%
Value ($000) $40 Shares 250 Est. Cost $226.70 Unrealized -25.5%
IWS ISHARES TR 0.0%
Value ($000) $40 Shares 284 Est. Cost $120.74 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $39 Shares 1,168 Est. Cost $28.47 Unrealized -14.9%
ITOT ISHARES TR 0.0%
Value ($000) $39 Shares 269 Est. Cost $118.78 Unrealized
CHD CHURCH & DWIGHT CO INC 0.0%
Value ($000) $39 Shares 440 Est. Cost $103.76 Unrealized -10.1%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $38 Shares 200 Est. Cost $144.82 Unrealized +40.7%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 75 Est. Cost $533.24 Unrealized -0.4%
WABC WESTAMERICA BANCORPORATION 0.0%
Value ($000) $37 Shares 740 Est. Cost $44.71 Unrealized +8.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $37 Shares 650 Est. Cost $45.04 Unrealized +26.2%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $36 Shares 252 Est. Cost $130.64 Unrealized -1.1%
CB CHUBB LIMITED 0.0%
Value ($000) $35 Shares 125 Est. Cost $252.75 Unrealized +8.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $35 Shares 416 Est. Cost $48.00 Unrealized +84.5%
UGI UGI CORP NEW 0.0%
Value ($000) $35 Shares 1,050 Est. Cost $24.23 Unrealized +44.3%
SLVM SYLVAMO CORP 0.0%
Value ($000) $32 Shares 726 Est. Cost $62.49 Unrealized -27.3%
TARGET CORP 0.0%
Value ($000) $31 Shares 350 Est. Cost $89.70 Unrealized
WELLS FARGO CO NEW 0.0%
Value ($000) $31 Shares 25 Est. Cost $1174.16 Unrealized
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $30 Shares 54 Est. Cost $964.05 Unrealized -41.5%
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $130.45 Unrealized -21.5%
IJK ISHARES TR 0.0%
Value ($000) $29 Shares 300 Est. Cost $88.19 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $26 Shares 300 Est. Cost $126.86 Unrealized -30.2%
MET METLIFE INC 0.0%
Value ($000) $25 Shares 300 Est. Cost $68.14 Unrealized +14.3%
NMRK NEWMARK GROUP INC 0.0%
Value ($000) $24 Shares 1,273 Est. Cost $10.04 Unrealized +61.3%
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value ($000) $23 Shares 250 Est. Cost $19.54 Unrealized +227.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $22 Shares 200 Est. Cost $63.13 Unrealized +77.9%
BOEING CO 0.0%
Value ($000) $21 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
OEC ORION S.A. 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $24.07 Unrealized -58.0%
COHEN & STEERS TAX ADVAN PFD 0.0%
Value ($000) $16 Shares 800 Est. Cost $19.85 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $15 Shares 1,823 Est. Cost $8.65 Unrealized
BLACKROCK FLOATING RATE INCO 0.0%
Value ($000) $14 Shares 1,094 Est. Cost $12.94 Unrealized
MRP MILLROSE PPTYS INC 0.0%
Value ($000) $14 Shares 412 Est. Cost $26.51 Unrealized
EVTC EVERTEC INC 0.0%
Value ($000) $14 Shares 401 Est. Cost $35.87 Unrealized -2.8%
FSK FS KKR CAP CORP 0.0%
Value ($000) $13 Shares 902 Est. Cost $15.27 Unrealized +14.2%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $13 Shares 116 Est. Cost $76.80 Unrealized +39.5%
ETSY ETSY INC 0.0%
Value ($000) $13 Shares 200 Est. Cost $63.96 Unrealized -6.6%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $13 Shares 640 Est. Cost $8.01 Unrealized +70.0%
F FORD MTR CO 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.13 Unrealized +1.8%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $12 Shares 276 Est. Cost $36.60 Unrealized +24.2%
BCSF BAIN CAP SPECIALTY FIN INC 0.0%
Value ($000) $11 Shares 800 Est. Cost $13.09 Unrealized +7.2%
VTRS VIATRIS INC 0.0%
Value ($000) $11 Shares 1,113 Est. Cost $10.24 Unrealized -6.6%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $11 Shares 150 Est. Cost $60.70 Unrealized +20.8%
ABRDN GLOBAL INFRA INCOME FU 0.0%
Value ($000) $11 Shares 500 Est. Cost $18.30 Unrealized
WSBC WESBANCO INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.65 Unrealized +15.3%
CPB THE CAMPBELLS COMPANY 0.0%
Value ($000) $9 Shares 300 Est. Cost $41.98 Unrealized -24.0%
PUTNAM PREMIER INCOME TR 0.0%
Value ($000) $9 Shares 2,529 Est. Cost $3.58 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value ($000) $9 Shares 225 Est. Cost $23.01 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $6 Shares 178 Est. Cost $34.28 Unrealized -7.9%
SGHC SUPER GROUP SGHC LIMITED 0.0%
Value ($000) $5 Shares 400 Est. Cost $3.37 Unrealized +249.0%
OGN ORGANON & CO 0.0%
Value ($000) $5 Shares 452 Est. Cost $18.66 Unrealized -47.6%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $5 Shares 75 Est. Cost $150.65 Unrealized -54.2%
TMUS T-MOBILE US INC 0.0%
Value ($000) $4 Shares 18 Est. Cost $163.58 Unrealized +46.9%
NMAX NEWSMAX INC 0.0%
Value ($000) $4 Shares 300 Est. Cost $26.20 Unrealized -48.5%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value ($000) $3 Shares 179 Est. Cost $14.51 Unrealized 0.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $3 Shares 32 Est. Cost $38.28 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $3 Shares 9 Est. Cost $230.10 Unrealized +47.4%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value ($000) $3 Shares 110 Est. Cost $25.50 Unrealized -9.3%
TTD THE TRADE DESK INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $90.47 Unrealized -29.9%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 19 Est. Cost $138.24 Unrealized -12.8%
HUM HUMANA INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $330.11 Unrealized -20.9%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $2 Shares 90 Est. Cost $24.68 Unrealized
ENPH ENPHASE ENERGY INC 0.0%
Value ($000) $2 Shares 55 Est. Cost $116.47 Unrealized -68.1%
CCJ CAMECO CORP 0.0%
Value ($000) $2 Shares 23 Est. Cost $50.50 Unrealized +53.2%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $72.33 Unrealized +30.7%
CC CHEMOURS CO 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.44 Unrealized -41.2%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $146.14 Unrealized +14.0%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $423.77 Unrealized +26.0%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $160.87 Unrealized +0.3%
MCO MOODYS CORP 0.0%
Value ($000) $1 Shares 3 Est. Cost $393.01 Unrealized +27.9%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 56 Est. Cost $41.16 Unrealized
DNN DENISON MINES CORP 0.0%
Value ($000) $1 Shares 517 Est. Cost $2.12 Unrealized +4.2%
ORCL ORACLE CORP 0.0%
Value ($000) $1 Shares 5 Est. Cost $122.30 Unrealized +107.8%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 18 Est. Cost $84.91 Unrealized -1.7%
TDG TRANSDIGM GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost $1136.24 Unrealized +20.1%
NBIS NEBIUS GROUP N.V. 0.0%
Value ($000) $1 Shares 11 Est. Cost $24.38 Unrealized +184.8%
KWEB KRANESHARES TRUST 0.0%
Value ($000) $1 Shares 29 Est. Cost $27.03 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $23.97 Unrealized +43.3%
NXE NEXGEN ENERGY LTD 0.0%
Value ($000) $1 Shares 131 Est. Cost $7.66 Unrealized -3.7%
ZIMVIE INC 0.0%
Value ($000) $1 Shares 60 Est. Cost $18.25 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
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $1 Shares 2 Est. Cost $569.75 Unrealized -18.4%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.46 Unrealized -5.2%
HDB HDFC BANK LTD 0.0%
Value ($000) $1 Shares 26 Est. Cost $49.29 Unrealized
NU NU HLDGS LTD 0.0%
Value ($000) $1 Shares 55 Est. Cost $11.64 Unrealized +19.8%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.0%
Value ($000) $1 Shares 9 Est. Cost $62.05 Unrealized +39.5%
VIST VISTA ENERGY S.A.B. DE C.V. 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.50 Unrealized
NKTR NEKTAR THERAPEUTICS 0.0%
Value ($000) $1 Shares 13 Est. Cost $11.24 Unrealized +194.6%
OKTA OKTA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost $94.67 Unrealized -1.4%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $1 Shares 7 Est. Cost $121.07 Unrealized -20.7%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 100 Est. Cost $5.06 Unrealized +24.4%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $1 Shares 3 Est. Cost $227.18 Unrealized -20.0%
ESTC ELASTIC N V 0.0%
Value ($000) $1 Shares 6 Est. Cost $105.02 Unrealized -19.8%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $207.63 Unrealized +15.1%
CFLT CONFLUENT INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $28.74 Unrealized -27.2%
GPK GRAPHIC PACKAGING HLDG CO 0.0%
Value ($000) $0 Shares 24 Est. Cost $27.62 Unrealized -21.3%
FIVE FIVE BELOW INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $138.48 Unrealized +2.2%
URNM SPROTT FDS TR 0.0%
Value ($000) $0 Shares 7 Est. Cost $49.29 Unrealized
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $36.74 Unrealized +9.2%
LBTYK LIBERTY GLOBAL LTD 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.12 Unrealized +22.8%
XPEL XPEL INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $43.10 Unrealized -17.7%
ACVA ACV AUCTIONS INC 0.0%
Value ($000) $0 Shares 33 Est. Cost $17.98 Unrealized -28.8%
STM STMICROELECTRONICS N V 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.30 Unrealized
WSC WILLSCOT HLDGS CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost $39.57 Unrealized -34.9%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $6.83 Unrealized -29.8%
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 50 Est. Cost $14.52 Unrealized -69.6%
XP XP INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.66 Unrealized -13.2%
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 25 Est. Cost $1.67 Unrealized -11.0%
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 4 Est. Cost $4.00 Unrealized