Kimelman & Baird, LLC Diversified Active

Location: New York, NY

CIK: 0001318103 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $1.302B (100.0% shares, 0.0% debt)

Holdings (262)

AAPL APPLE INC 5.9%
Value $77.28M Shares 284,277 Est. Cost $97.62 Unrealized +174.9%
JPM JPMORGAN CHASE & CO. 5.7%
Value $74.62M Shares 231,570 Est. Cost $189.18 Unrealized +63.6%
AMZN AMAZON COM INC 4.9%
Value $63.57M Shares 275,416 Est. Cost $174.19 Unrealized +31.3%
MSFT MICROSOFT CORP 4.5%
Value $58.56M Shares 121,094 Est. Cost $268.44 Unrealized +86.5%
COST COSTCO WHSL CORP NEW 4.2%
Value $54.4M Shares 63,089 Est. Cost $773.82 Unrealized +17.0%
TJX TJX COS INC NEW 3.9%
Value $51.01M Shares 332,104 Est. Cost $49.18 Unrealized +200.3%
GOOGL ALPHABET INC 3.9%
Value $50.12M Shares 160,123 Est. Cost $167.35 Unrealized +70.7%
CPRT COPART INC 3.7%
Value $48.41M Shares 1,236,433 Est. Cost $37.45 Unrealized +10.7%
BX BLACKSTONE INC 3.7%
Value $48.37M Shares 313,775 Est. Cost $117.83 Unrealized +28.5%
WM WASTE MGMT INC DEL 3.6%
Value $46.4M Shares 211,173 Est. Cost $202.83 Unrealized +4.8%
LLY ELI LILLY & CO 3.5%
Value $45.01M Shares 41,878 Est. Cost $186.47 Unrealized +412.4%
MA MASTERCARD INCORPORATED 3.4%
Value $44.85M Shares 78,569 Est. Cost $451.62 Unrealized +23.8%
BAC BANK AMERICA CORP 3.4%
Value $43.67M Shares 793,994 Est. Cost $13.32 Unrealized +295.5%
HD HOME DEPOT INC 3.1%
Value $40.62M Shares 118,052 Est. Cost $75.60 Unrealized +382.2%
V VISA INC 2.9%
Value $37.24M Shares 106,186 Est. Cost $271.57 Unrealized +25.3%
WCN WASTE CONNECTIONS INC 2.6%
Value $33.21M Shares 189,399 Est. Cost $165.63 Unrealized +4.3%
IBM INTERNATIONAL BUSINESS MACHS 2.4%
Value $31.08M Shares 104,919 Est. Cost $124.26 Unrealized +140.5%
UBER UBER TECHNOLOGIES INC 2.1%
Value $27.67M Shares 338,678 Est. Cost $69.75 Unrealized +29.1%
BA BOEING CO 2.0%
Value $25.46M Shares 117,271 Est. Cost $205.58 Unrealized +0.0%
HON HONEYWELL INTL INC 1.9%
Value $25.34M Shares 129,863 Est. Cost $114.20 Unrealized +70.8%
OPLN OPENLANE INC 1.9%
Value $24.12M Shares 809,840 Est. Cost $18.55 Unrealized +45.8%
UNP UNION PAC CORP 1.8%
Value $23.66M Shares 102,304 Est. Cost $65.92 Unrealized +244.8%
OC OWENS CORNING NEW 1.7%
Value $22.06M Shares 197,136 Est. Cost $99.90 Unrealized +17.5%
MRVL MARVELL TECHNOLOGY INC 1.6%
Value $21M Shares 247,062 Est. Cost $69.86 Unrealized +25.2%
DOV DOVER CORP 1.4%
Value $18.74M Shares 96,000 Est. Cost $39.99 Unrealized +354.7%
MRK MERCK & CO INC 1.3%
Value $16.86M Shares 160,179 Est. Cost $121.72 Unrealized -23.4%
NSC NORFOLK SOUTHN CORP 1.3%
Value $16.42M Shares 56,880 Est. Cost $59.67 Unrealized +383.7%
MDT MEDTRONIC PLC 1.3%
Value $16.27M Shares 169,390 Est. Cost $85.01 Unrealized +14.3%
LIN LINDE PLC 1.2%
Value $15.13M Shares 35,495 Est. Cost $433.50 Unrealized -1.4%
DIS DISNEY WALT CO 1.2%
Value $15.01M Shares 131,945 Est. Cost $94.83 Unrealized +15.5%
NVDA NVIDIA CORPORATION 1.0%
Value $12.64M Shares 67,759 Est. Cost $127.70 Unrealized +45.8%
NKE NIKE INC 0.9%
Value $11.78M Shares 184,937 Est. Cost $56.34 Unrealized +15.2%
XOM EXXON MOBIL CORP 0.9%
Value $11.69M Shares 97,180 Est. Cost $110.09 Unrealized +4.9%
EMR EMERSON ELEC CO 0.7%
Value $9.103M Shares 68,585 Est. Cost $41.33 Unrealized +220.3%
MCD MCDONALDS CORP 0.6%
Value $8.35M Shares 27,320 Est. Cost $84.98 Unrealized +259.0%
ABBV ABBVIE INC 0.5%
Value $7.005M Shares 30,656 Est. Cost $157.12 Unrealized +44.8%
GOOG ALPHABET INC 0.5%
Value $6.56M Shares 20,904 Est. Cost $168.88 Unrealized +69.5%
CVX CHEVRON CORP NEW 0.5%
Value $6.196M Shares 40,653 Est. Cost $79.10 Unrealized +91.4%
NUE NUCOR CORP 0.5%
Value $6.111M Shares 37,465 Est. Cost $34.82 Unrealized +330.1%
CAC CAMDEN NATL CORP 0.5%
Value $6.045M Shares 139,359 Est. Cost $22.16 Unrealized +80.0%
MTB M & T BK CORP 0.5%
Value $6.034M Shares 29,950 Est. Cost $138.95 Unrealized +36.8%
NEE NEXTERA ENERGY INC 0.4%
Value $5.493M Shares 68,424 Est. Cost $67.61 Unrealized +22.0%
SHEL SHELL PLC 0.4%
Value $4.863M Shares 66,176 Est. Cost $72.18 Unrealized
AMGN AMGEN INC 0.4%
Value $4.661M Shares 14,240 Est. Cost $235.72 Unrealized +34.0%
DMRC DIGIMARC CORP NEW 0.3%
Value $4.466M Shares 680,817 Est. Cost $23.09 Unrealized -63.3%
STE STERIS PLC 0.3%
Value $3.716M Shares 14,658 Est. Cost $214.14 Unrealized +17.3%
GE GE AEROSPACE 0.2%
Value $3.172M Shares 10,299 Est. Cost $157.95 Unrealized +90.4%
ABT ABBOTT LABS 0.2%
Value $2.945M Shares 23,506 Est. Cost $52.70 Unrealized +141.6%
PG PROCTER AND GAMBLE CO 0.2%
Value $2.817M Shares 19,660 Est. Cost $55.82 Unrealized +163.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.2%
Value $2.485M Shares 9,025 Est. Cost $89.80 Unrealized +188.3%
TRAVELERS COMPANIES INC 0.2%
Value $2.47M Shares 8,514 Est. Cost $279.22 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.2%
Value $2.343M Shares 12,630 Est. Cost $200.17 Unrealized -6.9%
AXP AMERICAN EXPRESS CO 0.2%
Value $2.252M Shares 6,087 Est. Cost $303.00 Unrealized +17.8%
JNJ JOHNSON & JOHNSON 0.2%
Value $2.151M Shares 10,396 Est. Cost $64.35 Unrealized +206.2%
GLD SPDR GOLD TR 0.2%
Value $2.136M Shares 5,390 Est. Cost $215.01 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.1%
Value $1.564M Shares 16,650 Est. Cost $73.31 Unrealized +28.7%
CSCO CISCO SYS INC 0.1%
Value $1.534M Shares 19,911 Est. Cost $45.44 Unrealized +62.4%
ECL ECOLAB INC 0.1%
Value $1.485M Shares 5,658 Est. Cost $227.14 Unrealized +17.0%
SOLS SOLSTICE ADVANCED MATLS INC 0.1%
Value $1.384M Shares 28,495 Est. Cost $47.08 Unrealized 0.0%
KIM KIMCO RLTY CORP 0.1%
Value $1.381M Shares 68,125 Est. Cost $17.34 Unrealized +18.6%
MTX MINERALS TECHNOLOGIES INC 0.1%
Value $1.312M Shares 21,532 Est. Cost $58.41 Unrealized +1.2%
UL UNILEVER PLC 0.1%
Value $1.229M Shares 18,796 Est. Cost $65.40 Unrealized
SYY SYSCO CORP 0.1%
Value $1.223M Shares 16,599 Est. Cost $71.17 Unrealized +6.1%
MDLZ MONDELEZ INTL INC 0.1%
Value $1.217M Shares 22,607 Est. Cost $65.15 Unrealized -12.4%
PM PHILIP MORRIS INTL INC 0.1%
Value $1.17M Shares 7,297 Est. Cost $85.38 Unrealized +79.9%
PFE PFIZER INC 0.1%
Value $1.118M Shares 44,891 Est. Cost $24.77 Unrealized +1.1%
CMCSA COMCAST CORP NEW 0.1%
Value $1.04M Shares 34,778 Est. Cost $37.12 Unrealized -23.1%
EOG EOG RES INC 0.1%
Value $1.018M Shares 9,695 Est. Cost $122.13 Unrealized -12.2%
VST VISTRA CORP 0.1%
Value $1M Shares 6,200 Est. Cost $82.71 Unrealized +119.9%
KR KROGER CO 0.1%
Value $956K Shares 15,300 Est. Cost $52.03 Unrealized +25.4%
NVS NOVARTIS AG 0.1%
Value $944K Shares 6,850 Est. Cost $106.46 Unrealized
LITE LUMENTUM HLDGS INC 0.1%
Value $912K Shares 2,474 Est. Cost $45.30 Unrealized +466.9%
FNLC FIRST BANCORP INC ME 0.1%
Value $902K Shares 34,125 Est. Cost $21.10 Unrealized +20.5%
GNR SPDR INDEX SHS FDS 0.1%
Value $901K Shares 14,500 Est. Cost $55.85 Unrealized
GEV GE VERNOVA INC 0.1%
Value $901K Shares 1,378 Est. Cost $158.10 Unrealized +285.2%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $852K Shares 2,190 Est. Cost $313.71 Unrealized +31.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value $837K Shares 15,525 Est. Cost $34.50 Unrealized +37.8%
MMM 3M CO 0.1%
Value $768K Shares 4,800 Est. Cost $94.27 Unrealized +73.1%
QCOM QUALCOMM INC 0.1%
Value $701K Shares 4,100 Est. Cost $44.78 Unrealized +281.4%
META META PLATFORMS INC 0.1%
Value $678K Shares 1,027 Est. Cost $486.56 Unrealized +37.2%
GPC GENUINE PARTS CO 0.1%
Value $676K Shares 5,500 Est. Cost $141.59 Unrealized -9.1%
COP CONOCOPHILLIPS 0.0%
Value $641K Shares 6,850 Est. Cost $115.38 Unrealized -22.0%
NI NISOURCE INC 0.0%
Value $583K Shares 13,950 Est. Cost $26.92 Unrealized +58.3%
UTZ UTZ BRANDS INC 0.0%
Value $566K Shares 54,484 Est. Cost $18.00 Unrealized -40.1%
GIS GENERAL MLS INC 0.0%
Value $555K Shares 11,942 Est. Cost $64.44 Unrealized -26.4%
PANW PALO ALTO NETWORKS INC 0.0%
Value $553K Shares 3,000 Est. Cost $169.24 Unrealized +19.2%
NWSA NEWS CORP NEW 0.0%
Value $544K Shares 20,812 Est. Cost $25.55 Unrealized +2.7%
KO COCA COLA CO 0.0%
Value $517K Shares 7,400 Est. Cost $34.82 Unrealized +99.3%
FUL FULLER H B CO 0.0%
Value $499K Shares 8,400 Est. Cost $75.84 Unrealized -22.8%
WEN WENDYS CO 0.0%
Value $478K Shares 57,355 Est. Cost $18.18 Unrealized -52.5%
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value $452K Shares 6,714 Est. Cost $103.49 Unrealized -37.8%
CTVA CORTEVA INC 0.0%
Value $446K Shares 6,651 Est. Cost $54.08 Unrealized +19.4%
SJM SMUCKER J M CO 0.0%
Value $440K Shares 4,500 Est. Cost $106.16 Unrealized -3.1%
KMB KIMBERLY-CLARK CORP 0.0%
Value $439K Shares 4,350 Est. Cost $63.68 Unrealized +70.2%
VOO VANGUARD INDEX FDS 0.0%
Value $426K Shares 679 Est. Cost $500.13 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value $380K Shares 557 Est. Cost $544.22 Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $378K Shares 4,634 Est. Cost $84.91 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.0%
Value $373K Shares 9,272 Est. Cost $31.56 Unrealized +18.5%
DOW DOW INC 0.0%
Value $330K Shares 14,095 Est. Cost $36.37 Unrealized -37.4%
PEP PEPSICO INC 0.0%
Value $323K Shares 2,248 Est. Cost $64.87 Unrealized +124.9%
SW SMURFIT WESTROCK PLC 0.0%
Value $319K Shares 8,250 Est. Cost $43.84 Unrealized -13.0%
NFLX NETFLIX INC 0.0%
Value $309K Shares 3,300 Est. Cost $103.14 Unrealized +4.5%
BALL BALL CORP 0.0%
Value $279K Shares 5,265 Est. Cost $65.40 Unrealized -24.9%
CL COLGATE PALMOLIVE CO 0.0%
Value $277K Shares 3,500 Est. Cost $45.26 Unrealized +73.0%
EVRG EVERGY INC 0.0%
Value $271K Shares 3,734 Est. Cost $49.78 Unrealized +51.6%
TXN TEXAS INSTRS INC 0.0%
Value $260K Shares 1,500 Est. Cost $164.21 Unrealized +4.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $251K Shares 500 Est. Cost $408.62 Unrealized +21.8%
ASH ASHLAND INC 0.0%
Value $245K Shares 4,182 Est. Cost $93.13 Unrealized -43.5%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $242K Shares 314 Est. Cost $727.75 Unrealized -6.7%
FMS FRESENIUS MEDICAL CARE AG 0.0%
Value $232K Shares 9,734 Est. Cost $41.58 Unrealized
KWR QUAKER HOUGHTON 0.0%
Value $217K Shares 1,582 Est. Cost $197.27 Unrealized -31.6%
EXAS EXACT SCIENCES CORP 0.0%
Value $203K Shares 1,997 Est. Cost $55.02 Unrealized +45.9%
ENB ENBRIDGE INC 0.0%
Value $202K Shares 4,220 Est. Cost $33.39 Unrealized +41.1%
BK BANK NEW YORK MELLON CORP 0.0%
Value $197K Shares 1,700 Est. Cost $55.73 Unrealized +98.3%
GH GUARDANT HEALTH INC 0.0%
Value $194K Shares 1,900 Est. Cost $28.13 Unrealized +218.0%
LCNB LCNB CORP 0.0%
Value $188K Shares 11,500 Est. Cost $13.05 Unrealized +19.5%
ADBE ADOBE INC 0.0%
Value $183K Shares 524 Est. Cost $484.22 Unrealized -29.8%
SHOP SHOPIFY INC 0.0%
Value $181K Shares 1,125 Est. Cost $66.33 Unrealized +142.1%
EQT EQT CORP 0.0%
Value $181K Shares 3,375 Est. Cost $33.40 Unrealized +68.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value $179K Shares 3,115 Est. Cost $57.71 Unrealized +3.1%
TSLA TESLA INC 0.0%
Value $169K Shares 375 Est. Cost $174.77 Unrealized +153.6%
KEY KEYCORP 0.0%
Value $165K Shares 8,000 Est. Cost $13.41 Unrealized +37.9%
TFX TELEFLEX INCORPORATED 0.0%
Value $162K Shares 1,331 Est. Cost $99.95 Unrealized +21.1%
DUK DUKE ENERGY CORP NEW 0.0%
Value $156K Shares 1,332 Est. Cost $94.26 Unrealized +29.0%
ABNB AIRBNB INC 0.0%
Value $156K Shares 1,149 Est. Cost $129.37 Unrealized -3.7%
MPC MARATHON PETE CORP 0.0%
Value $153K Shares 942 Est. Cost $179.57 Unrealized +3.8%
CMI CUMMINS INC 0.0%
Value $153K Shares 300 Est. Cost $276.13 Unrealized +68.9%
IJH ISHARES TR 0.0%
Value $149K Shares 2,250 Est. Cost $58.35 Unrealized
WMT WALMART INC 0.0%
Value $143K Shares 1,285 Est. Cost $29.66 Unrealized +261.4%
FMC FMC CORP 0.0%
Value $139K Shares 10,000 Est. Cost $39.05 Unrealized -51.5%
WTS WATTS WATER TECHNOLOGIES INC 0.0%
Value $138K Shares 500 Est. Cost $200.57 Unrealized +37.6%
NEM NEWMONT CORP 0.0%
Value $136K Shares 1,360 Est. Cost $39.61 Unrealized +127.7%
JBTM JBT MAREL CORPORATION 0.0%
Value $136K Shares 900 Est. Cost $137.26 Unrealized +2.7%
SRE SEMPRA 0.0%
Value $132K Shares 1,500 Est. Cost $70.00 Unrealized +29.3%
VUG VANGUARD INDEX FDS 0.0%
Value $127K Shares 261 Est. Cost $374.01 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $124K Shares 4,500 Est. Cost $18.96 Unrealized +41.9%
ETN EATON CORP PLC 0.0%
Value $123K Shares 387 Est. Cost $317.31 Unrealized +11.7%
CAG CONAGRA BRANDS INC 0.0%
Value $120K Shares 6,920 Est. Cost $27.36 Unrealized -35.6%
WLK WESTLAKE CORPORATION 0.0%
Value $111K Shares 1,500 Est. Cost $148.16 Unrealized -52.2%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $110K Shares 620 Est. Cost $171.86 Unrealized +5.3%
CSX CSX CORP 0.0%
Value $109K Shares 3,000 Est. Cost $27.43 Unrealized +30.1%
FDX FEDEX CORP 0.0%
Value $103K Shares 355 Est. Cost $251.77 Unrealized +3.9%
T AT&T INC 0.0%
Value $101K Shares 4,058 Est. Cost $16.16 Unrealized +56.4%
AMP AMERIPRISE FINL INC 0.0%
Value $98,068 Shares 200 Est. Cost $418.45 Unrealized +13.2%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $94,452 Shares 300 Est. Cost $95.36 Unrealized +215.2%
KDP KEURIG DR PEPPER INC 0.0%
Value $91,705 Shares 3,274 Est. Cost $31.54 Unrealized -13.7%
CME CME GROUP INC 0.0%
Value $88,205 Shares 323 Est. Cost $236.84 Unrealized +14.3%
DEO DIAGEO PLC 0.0%
Value $86,270 Shares 1,000 Est. Cost $126.08 Unrealized
LEN LENNAR CORP 0.0%
Value $84,810 Shares 825 Est. Cost $148.55 Unrealized -18.7%
VTV VANGUARD INDEX FDS 0.0%
Value $84,227 Shares 441 Est. Cost $160.41 Unrealized
RTX CORPORATION 0.0%
Value $83,631 Shares 456 Est. Cost $183.40 Unrealized
DCOM DIME CMNTY BANCSHARES INC 0.0%
Value $82,108 Shares 2,729 Est. Cost $17.67 Unrealized +61.8%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $80,854 Shares 3,413 Est. Cost $29.42 Unrealized -21.8%
PSX PHILLIPS 66 0.0%
Value $80,650 Shares 625 Est. Cost $139.62 Unrealized -4.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $79,668 Shares 1,956 Est. Cost $36.47 Unrealized +11.0%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value $72,270 Shares 900 Est. Cost $67.45 Unrealized +20.2%
VYM VANGUARD WHITEHALL FDS 0.0%
Value $67,311 Shares 469 Est. Cost $118.60 Unrealized
L LOEWS CORP 0.0%
Value $63,292 Shares 601 Est. Cost $75.41 Unrealized +36.9%
IWF ISHARES TR 0.0%
Value $61,529 Shares 130 Est. Cost $364.52 Unrealized
WMB WILLIAMS COS INC 0.0%
Value $60,110 Shares 1,000 Est. Cost $37.71 Unrealized +59.3%
ASML ASML HOLDING N V 0.0%
Value $58,843 Shares 55 Est. Cost $1022.75 Unrealized
IWP ISHARES TR 0.0%
Value $58,611 Shares 428 Est. Cost $110.35 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.0%
Value $58,100 Shares 700 Est. Cost $66.04 Unrealized +13.0%
MAR MARRIOTT INTL INC NEW 0.0%
Value $57,395 Shares 185 Est. Cost $242.09 Unrealized +17.9%
CAT CATERPILLAR INC 0.0%
Value $57,287 Shares 100 Est. Cost $338.69 Unrealized +64.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value $53,952 Shares 600 Est. Cost $115.96 Unrealized -18.4%
CNP CENTERPOINT ENERGY INC 0.0%
Value $53,676 Shares 1,400 Est. Cost $28.32 Unrealized +37.2%
USB US BANCORP DEL 0.0%
Value $53,360 Shares 1,000 Est. Cost $37.76 Unrealized +29.0%
ALLE ALLEGION PLC 0.0%
Value $53,021 Shares 333 Est. Cost $121.01 Unrealized +37.7%
CF CF INDS HLDGS INC 0.0%
Value $52,205 Shares 675 Est. Cost $74.64 Unrealized +9.8%
INTU INTUIT 0.0%
Value $49,682 Shares 75 Est. Cost $614.24 Unrealized +7.6%
IR INGERSOLL RAND INC 0.0%
Value $49,592 Shares 626 Est. Cost $91.78 Unrealized -14.0%
IEFA ISHARES TR 0.0%
Value $48,488 Shares 542 Est. Cost $72.64 Unrealized
XEL XCEL ENERGY INC 0.0%
Value $48,157 Shares 652 Est. Cost $51.36 Unrealized +52.4%
DE DEERE & CO 0.0%
Value $46,557 Shares 100 Est. Cost $68.96 Unrealized +578.3%
DAL DELTA AIR LINES INC DEL 0.0%
Value $45,110 Shares 650 Est. Cost $45.04 Unrealized +38.7%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value $43,920 Shares 488 Est. Cost $68.53 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value $42,166 Shares 110 Est. Cost $354.55 Unrealized +13.0%
LW LAMB WESTON HLDGS INC 0.0%
Value $41,849 Shares 999 Est. Cost $82.13 Unrealized -28.5%
YUM YUM BRANDS INC 0.0%
Value $41,754 Shares 276 Est. Cost $133.30 Unrealized +10.8%
LOW LOWES COS INC 0.0%
Value $40,998 Shares 170 Est. Cost $221.35 Unrealized +8.3%
IWS ISHARES TR 0.0%
Value $40,059 Shares 284 Est. Cost $120.74 Unrealized
ITOT ISHARES TR 0.0%
Value $39,998 Shares 269 Est. Cost $118.78 Unrealized
PGR PROGRESSIVE CORP 0.0%
Value $39,851 Shares 175 Est. Cost $192.70 Unrealized +10.2%
UGI UGI CORP NEW 0.0%
Value $39,302 Shares 1,050 Est. Cost $24.23 Unrealized +46.2%
OTEX OPEN TEXT CORP 0.0%
Value $39,096 Shares 1,200 Est. Cost $30.23 Unrealized +17.2%
CB CHUBB LIMITED 0.0%
Value $39,015 Shares 125 Est. Cost $252.75 Unrealized +15.7%
LNT ALLIANT ENERGY CORP 0.0%
Value $39,006 Shares 600 Est. Cost $47.71 Unrealized +40.1%
CHD CHURCH & DWIGHT CO INC 0.0%
Value $36,894 Shares 440 Est. Cost $103.76 Unrealized -17.8%
DRI DARDEN RESTAURANTS INC 0.0%
Value $36,804 Shares 200 Est. Cost $144.82 Unrealized +25.7%
OGE OGE ENERGY CORP 0.0%
Value $36,039 Shares 844 Est. Cost $35.11 Unrealized +27.0%
D DOMINION ENERGY INC 0.0%
Value $35,154 Shares 600 Est. Cost $47.11 Unrealized +26.8%
SBUX STARBUCKS CORP 0.0%
Value $35,032 Shares 416 Est. Cost $48.00 Unrealized +75.1%
CHDN CHURCHILL DOWNS INC 0.0%
Value $34,134 Shares 300 Est. Cost $130.45 Unrealized -20.7%
CDW CDW CORP 0.0%
Value $34,050 Shares 250 Est. Cost $226.70 Unrealized -35.1%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $33,385 Shares 75 Est. Cost $533.24 Unrealized -13.3%
DELL DELL TECHNOLOGIES INC 0.0%
Value $31,722 Shares 252 Est. Cost $130.64 Unrealized +7.7%
EL LAUDER ESTEE COS INC 0.0%
Value $31,416 Shares 300 Est. Cost $126.86 Unrealized -23.7%
WELLS FARGO CO NEW 0.0%
Value $30,300 Shares 25 Est. Cost $1174.16 Unrealized
INTC INTEL CORP 0.0%
Value $29,520 Shares 800 Est. Cost $28.47 Unrealized +32.6%
MOS MOSAIC CO NEW 0.0%
Value $28,908 Shares 1,200 Est. Cost $28.60 Unrealized -6.5%
FISV FISERV INC 0.0%
Value $26,868 Shares 400 Est. Cost $151.37 Unrealized -44.6%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $24,759 Shares 75 Est. Cost $473.12 Unrealized -28.7%
GILD GILEAD SCIENCES INC 0.0%
Value $24,548 Shares 200 Est. Cost $63.13 Unrealized +91.5%
WABC WESTAMERICA BANCORPORATION 0.0%
Value $24,155 Shares 505 Est. Cost $44.71 Unrealized +5.9%
NMRK NEWMARK GROUP INC 0.0%
Value $22,074 Shares 1,273 Est. Cost $10.04 Unrealized +74.3%
BOEING CO 0.0%
Value $20,718 Shares 300 Est. Cost $68.00 Unrealized
DNP SELECT INCOME FD INC 0.0%
Value $19,980 Shares 2,000 Est. Cost $8.22 Unrealized
TARGET CORP 0.0%
Value $19,550 Shares 200 Est. Cost $89.70 Unrealized
KTOS KRATOS DEFENSE & SEC SOLUTIO 0.0%
Value $18,978 Shares 250 Est. Cost $19.54 Unrealized +318.9%
WBD WARNER BROS DISCOVERY INC 0.0%
Value $18,445 Shares 640 Est. Cost $8.01 Unrealized +191.7%
VTRS VIATRIS INC 0.0%
Value $13,434 Shares 1,079 Est. Cost $10.24 Unrealized +4.7%
OEC ORION S.A. 0.0%
Value $13,200 Shares 2,500 Est. Cost $24.07 Unrealized -77.5%
YUMC YUM CHINA HLDGS INC 0.0%
Value $13,177 Shares 276 Est. Cost $36.60 Unrealized +25.1%
F FORD MTR CO 0.0%
Value $13,120 Shares 1,000 Est. Cost $11.13 Unrealized +15.3%
MRP MILLROSE PPTYS INC 0.0%
Value $12,307 Shares 412 Est. Cost $26.51 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $12,234 Shares 116 Est. Cost $76.80 Unrealized +43.6%
ETSY ETSY INC 0.0%
Value $11,088 Shares 200 Est. Cost $63.96 Unrealized -4.6%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $10,086 Shares 102 Est. Cost $158.15 Unrealized -41.4%
WSBC WESBANCO INC 0.0%
Value $9,972 Shares 300 Est. Cost $27.65 Unrealized +16.9%
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.0%
Value $9,574 Shares 225 Est. Cost $23.01 Unrealized
PUTNAM PREMIER INCOME TR 0.0%
Value $8,953 Shares 2,529 Est. Cost $3.58 Unrealized
CPB THE CAMPBELLS COMPANY 0.0%
Value $8,361 Shares 300 Est. Cost $41.98 Unrealized -28.4%
SGHC SUPER GROUP SGHC LIMITED 0.0%
Value $4,780 Shares 400 Est. Cost $3.37 Unrealized +256.5%
SLB SLB LIMITED 0.0%
Value $3,838 Shares 100 Est. Cost $42.80 Unrealized -15.7%
LBRDK LIBERTY BROADBAND CORP 0.0%
Value $3,645 Shares 75 Est. Cost $150.65 Unrealized -65.5%
OGN ORGANON & CO 0.0%
Value $3,227 Shares 450 Est. Cost $18.66 Unrealized -57.7%
LLYVK LIBERTY LIVE HOLDINGS INC 0.0%
Value $2,662 Shares 32 Est. Cost $85.87 Unrealized 0.0%
TMUS T-MOBILE US INC 0.0%
Value $2,640 Shares 13 Est. Cost $163.58 Unrealized +29.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value $2,586 Shares 19 Est. Cost $138.24 Unrealized +4.0%
PSKY PARAMOUNT SKYDANCE CORP 0.0%
Value $2,399 Shares 179 Est. Cost $14.51 Unrealized +7.3%
BLACKROCK FLOATING RATE INCO 0.0%
Value $2,356 Shares 200 Est. Cost $12.94 Unrealized
HUM HUMANA INC 0.0%
Value $2,306 Shares 9 Est. Cost $330.11 Unrealized -20.8%
SIRI SIRIUSXM HOLDINGS INC 0.0%
Value $2,200 Shares 110 Est. Cost $25.50 Unrealized -15.7%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value $2,076 Shares 90 Est. Cost $24.68 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value $2,036 Shares 9 Est. Cost $230.10 Unrealized +29.5%
TTD THE TRADE DESK INC 0.0%
Value $1,898 Shares 50 Est. Cost $90.47 Unrealized -51.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.0%
Value $1,829 Shares 9 Est. Cost $146.14 Unrealized +27.0%
ENPH ENPHASE ENERGY INC 0.0%
Value $1,763 Shares 55 Est. Cost $116.47 Unrealized -72.2%
DNN DENISON MINES CORP 0.0%
Value $1,376 Shares 517 Est. Cost $2.12 Unrealized +28.2%
KHC KRAFT HEINZ CO 0.0%
Value $1,213 Shares 50 Est. Cost $32.54 Unrealized -24.3%
NXE NEXGEN ENERGY LTD 0.0%
Value $1,206 Shares 131 Est. Cost $7.66 Unrealized +15.3%
CC CHEMOURS CO 0.0%
Value $1,179 Shares 100 Est. Cost $24.44 Unrealized -47.7%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value $1,079 Shares 56 Est. Cost $41.16 Unrealized
ITUB ITAU UNIBANCO HLDG S A 0.0%
Value $1,077 Shares 150 Est. Cost $5.85 Unrealized
KD KYNDRYL HLDGS INC 0.0%
Value $1,063 Shares 40 Est. Cost $23.97 Unrealized +13.1%
ORCL ORACLE CORP 0.0%
Value $975 Shares 5 Est. Cost $122.30 Unrealized +94.6%
NBIS NEBIUS GROUP N.V. 0.0%
Value $921 Shares 11 Est. Cost $24.38 Unrealized +325.1%
KODK EASTMAN KODAK CO 0.0%
Value $846 Shares 100 Est. Cost $5.06 Unrealized +47.7%
NOW SERVICENOW INC 0.0%
Value $766 Shares 5 Est. Cost $192.24 Unrealized -10.8%
IQV IQVIA HLDGS INC 0.0%
Value $677 Shares 3 Est. Cost $227.18 Unrealized -4.2%
NKTR NEKTAR THERAPEUTICS 0.0%
Value $550 Shares 13 Est. Cost $11.24 Unrealized +398.1%
ADI ANALOG DEVICES INC 0.0%
Value $543 Shares 2 Est. Cost $207.63 Unrealized +20.7%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $429 Shares 2 Est. Cost $160.87 Unrealized +39.6%
URNM SPROTT FDS TR 0.0%
Value $385 Shares 7 Est. Cost $49.29 Unrealized
LBTYK LIBERTY GLOBAL LTD 0.0%
Value $332 Shares 30 Est. Cost $9.12 Unrealized +22.0%
GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%
Value $329 Shares 4 Est. Cost $81.35 Unrealized -4.2%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $265 Shares 34 Est. Cost $6.83 Unrealized +20.4%
XRX XEROX HOLDINGS CORP 0.0%
Value $119 Shares 50 Est. Cost $14.52 Unrealized -79.6%
XP XP INC 0.0%
Value $50 Shares 3 Est. Cost $20.66 Unrealized -14.8%
GPRO GOPRO INC 0.0%
Value $36 Shares 25 Est. Cost $1.67 Unrealized +8.7%
NOK NOKIA CORP 0.0%
Value $26 Shares 4 Est. Cost $4.00 Unrealized