BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

Location: Canton, OH

CIK: 0000911274 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 5, 2026

Total Value: $1.536B (100.0% shares, 0.0% debt)

Holdings (395)

AAPL APPLE INC COM 5.7%
Value $87.97M Shares 323,595 Est. Cost $94.31 Unrealized +184.5%
MSFT MICROSOFT CORP COM 4.5%
Value $68.98M Shares 142,642 Est. Cost $82.50 Unrealized +506.8%
AVGO BROADCOM INC COM 3.8%
Value $58.12M Shares 167,914 Est. Cost $148.03 Unrealized +141.2%
GOOGL ALPHABET INC CAP STK CL A 3.1%
Value $48.16M Shares 153,864 Est. Cost $113.68 Unrealized +151.2%
AMZN AMAZON COM INC COM 2.8%
Value $42.9M Shares 185,844 Est. Cost $133.58 Unrealized +71.3%
GOOG ALPHABET INC CAP STK CL C 2.6%
Value $40.01M Shares 127,498 Est. Cost $107.44 Unrealized +166.5%
MA MASTERCARD INCORPORATED CL A 2.5%
Value $38.28M Shares 67,057 Est. Cost $76.79 Unrealized +627.9%
RTX RTX CORPORATION COM 2.1%
Value $32.59M Shares 177,712 Est. Cost $72.21 Unrealized +140.0%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.1%
Value $31.5M Shares 62,668 Est. Cost $191.67 Unrealized +159.6%
JPM JPMORGAN CHASE & CO COM 2.0%
Value $30.35M Shares 94,193 Est. Cost $72.63 Unrealized +326.2%
JNJ JOHNSON & JOHNSON 1.9%
Value $28.74M Shares 138,869 Est. Cost $88.48 Unrealized +122.7%
TJX TJX COS INC NEW COM 1.8%
Value $27.08M Shares 176,280 Est. Cost $62.94 Unrealized +134.7%
ORLY OREILLY AUTOMOTIVE INC COM 1.8%
Value $27.05M Shares 296,542 Est. Cost $85.86 Unrealized +13.8%
COST COSTCO WHOLESALE CORPORATION 1.8%
Value $27.04M Shares 62,706 Est. Cost $597.11 Unrealized +51.7%
XOM EXXON MOBIL CORP COM 1.6%
Value $24.96M Shares 414,906 Est. Cost $91.75 Unrealized +25.9%
META META PLATFORMS INC CL A 1.6%
Value $23.85M Shares 72,265 Est. Cost $406.19 Unrealized +64.3%
CMI CUMMINS INC COM 1.5%
Value $22.51M Shares 44,099 Est. Cost $122.57 Unrealized +280.5%
GS GOLDMAN SACHS GROUP INC COM 1.5%
Value $22.41M Shares 25,491 Est. Cost $186.43 Unrealized +336.3%
DELL DELL TECHNOLOGIES INC CL C 1.4%
Value $22.14M Shares 175,874 Est. Cost $97.02 Unrealized +45.1%
KLAC KLA CORP COM NEW 1.4%
Value $21.67M Shares 17,834 Est. Cost $779.51 Unrealized +50.3%
BSX BOSTON SCIENTIFIC CORP COM 1.4%
Value $21.17M Shares 222,026 Est. Cost $98.15 Unrealized -0.1%
ANET ARISTA NETWORKS INC COM SHS 1.3%
Value $19.63M Shares 149,849 Est. Cost $103.74 Unrealized +32.7%
NFLX NETFLIX INC. COM 1.3%
Value $19.3M Shares 205,881 Est. Cost $102.89 Unrealized +4.8%
PM PHILIP MORRIS INTL INC COM 1.2%
Value $19.05M Shares 235,353 Est. Cost $111.59 Unrealized +37.6%
CB CHUBB LIMITED COM 1.2%
Value $18.95M Shares 121,060 Est. Cost $207.05 Unrealized +41.2%
PG PROCTER & GAMBLE COMPANY 1.1%
Value $17.53M Shares 122,342 Est. Cost $76.67 Unrealized +91.9%
CRM SALESFORCE INC COM 1.1%
Value $17.51M Shares 65,989 Est. Cost $244.05 Unrealized +1.7%
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1.1%
Value $17.46M Shares 219,043 Est. Cost $79.88 Unrealized
MCD MCDONALDS CORP COM 1.1%
Value $17.33M Shares 113,431 Est. Cost $216.55 Unrealized +40.9%
ETN EATON CORP PLC SHS 1.1%
Value $16.55M Shares 51,967 Est. Cost $263.14 Unrealized +34.7%
ICE INTERCONTINENTAL EXCHANGE INC COM 1.1%
Value $16.39M Shares 101,208 Est. Cost $68.50 Unrealized +128.0%
SYK STRYKER CORPORATION COM 1.0%
Value $16.1M Shares 45,705 Est. Cost $199.46 Unrealized +82.2%
DIS DISNEY WALT CO COM 1.0%
Value $15.48M Shares 270,279 Est. Cost $94.13 Unrealized +16.4%
CVX CHEVRON CORPORATION COM 1.0%
Value $15.21M Shares 99,787 Est. Cost $85.06 Unrealized +78.0%
MU MICRON TECHNOLOGY INC COM 1.0%
Value $14.62M Shares 51,205 Est. Cost $229.35 Unrealized 0.0%
IVW ISHARES S&P 500 GROWTH ETF 0.9%
Value $14.28M Shares 115,822 Est. Cost $109.75 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.9%
Value $13.8M Shares 65,073 Est. Cost $195.57 Unrealized
ABT ABBOTT LABS COM 0.9%
Value $13.72M Shares 109,487 Est. Cost $54.68 Unrealized +132.8%
EW EDWARDS LIFESCIENCES CORP COM 0.9%
Value $13.54M Shares 158,820 Est. Cost $66.23 Unrealized +23.9%
LIN LINDE PLC SHS 0.9%
Value $13.48M Shares 31,616 Est. Cost $326.28 Unrealized +31.0%
KO COCA COLA CO COM 0.8%
Value $12.05M Shares 172,306 Est. Cost $31.41 Unrealized +120.9%
TDG TRANSDIGM GROUP INC COM 0.8%
Value $11.87M Shares 8,929 Est. Cost $1060.85 Unrealized +23.6%
HD HOME DEPOT INC COM 0.7%
Value $11.27M Shares 32,739 Est. Cost $195.17 Unrealized +86.8%
UNP UNION PAC CORP COM 0.7%
Value $11.13M Shares 48,104 Est. Cost $150.63 Unrealized +50.9%
AON AON PLC SHS CL A 0.7%
Value $10.43M Shares 29,544 Est. Cost $250.86 Unrealized +39.2%
COP CONOCOPHILLIPS COM 0.6%
Value $9.719M Shares 103,820 Est. Cost $50.31 Unrealized +78.9%
PEP PEPSICO, INC. 0.6%
Value $9.697M Shares 66,924 Est. Cost $68.55 Unrealized +112.9%
DHI D R HORTON INC COM 0.6%
Value $9.687M Shares 67,254 Est. Cost $74.88 Unrealized +103.0%
CAT CATERPILLAR INC COM 0.6%
Value $9.439M Shares 16,477 Est. Cost $120.27 Unrealized +361.9%
LOW LOWES COS INC COM 0.6%
Value $9.372M Shares 38,863 Est. Cost $56.31 Unrealized +325.9%
ABBV ABBVIE INC COM 0.5%
Value $8.446M Shares 36,964 Est. Cost $58.39 Unrealized +289.7%
CW CURTISS WRIGHT CORP COM 0.5%
Value $7.689M Shares 13,948 Est. Cost $43.61 Unrealized +1178.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value $6.76M Shares 56,246 Est. Cost $109.39 Unrealized
HSY HERSHEY CO COM 0.4%
Value $6.727M Shares 73,928 Est. Cost $137.64 Unrealized +32.3%
EOG EOG RES INC COM 0.4%
Value $6.109M Shares 58,172 Est. Cost $78.24 Unrealized +37.0%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value $6.057M Shares 10,622 Est. Cost $186.70 Unrealized +210.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.4%
Value $6.038M Shares 8 Est. Cost $274801.06 Unrealized +171.6%
LLY ELI LILLY & CO COM 0.4%
Value $5.937M Shares 5,525 Est. Cost $745.04 Unrealized +28.3%
TMUS T-MOBILE US INC COM 0.4%
Value $5.885M Shares 28,984 Est. Cost $242.57 Unrealized -12.9%
SPY STATE STR SPDR S&P 500 ETF TR TR UNIT 0.4%
Value $5.839M Shares 8,538 Est. Cost $429.68 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.4%
Value $5.665M Shares 85,826 Est. Cost $62.05 Unrealized
GE GE AEROSPACE COM NEW 0.4%
Value $5.529M Shares 17,929 Est. Cost $99.08 Unrealized +203.6%
NVDA NVIDIA CORPORATION COM 0.4%
Value $5.462M Shares 29,288 Est. Cost $94.48 Unrealized +97.0%
AXP AMERICAN EXPRESS CO COM 0.3%
Value $5.138M Shares 13,889 Est. Cost $72.18 Unrealized +394.5%
ROK ROCKWELL AUTOMATION INC COM 0.3%
Value $5.132M Shares 13,190 Est. Cost $74.62 Unrealized +402.8%
FMNB FARMERS NATIONAL BANC CORP COM 0.3%
Value $4.983M Shares 374,090 Est. Cost $11.04 Unrealized +21.2%
HBAN HUNTINGTON BANCSHARES INC COM 0.3%
Value $4.884M Shares 558,017 Est. Cost $13.02 Unrealized +25.1%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.3%
Value $4.515M Shares 23,568 Est. Cost $181.32 Unrealized
MCK MCKESSON CORP COM 0.3%
Value $4.395M Shares 5,353 Est. Cost $155.39 Unrealized +424.9%
DE DEERE & CO COM 0.3%
Value $4.339M Shares 9,319 Est. Cost $197.93 Unrealized +136.3%
FCX FREEPORT-MCMORAN INC CL B 0.3%
Value $4.072M Shares 80,164 Est. Cost $38.61 Unrealized +12.2%
WMT WALMART INC COM 0.3%
Value $3.933M Shares 35,235 Est. Cost $69.82 Unrealized +53.5%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value $3.898M Shares 24,056 Est. Cost $277.22 Unrealized +20.5%
TT TRANE TECHNOLOGIES PLC SHS 0.2%
Value $3.719M Shares 9,554 Est. Cost $110.85 Unrealized +273.1%
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.2%
Value $3.685M Shares 152,071 Est. Cost $24.25 Unrealized
IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 0.2%
Value $3.668M Shares 144,082 Est. Cost $25.43 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.2%
Value $3.637M Shares 149,806 Est. Cost $24.27 Unrealized
CIVB CIVISTA BANCSHARES INC COM NO PAR 0.2%
Value $3.625M Shares 163,158 Est. Cost $17.56 Unrealized +24.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value $3.619M Shares 13,970 Est. Cost $117.24 Unrealized +125.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value $3.602M Shares 16,510 Est. Cost $142.94 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value $3.52M Shares 39,347 Est. Cost $83.52 Unrealized
MRK MERCK & CO INC COM 0.2%
Value $3.498M Shares 32,976 Est. Cost $70.99 Unrealized +31.3%
CMCSA COMCAST CORP NEW CL A 0.2%
Value $3.386M Shares 113,272 Est. Cost $27.90 Unrealized +2.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.2%
Value $3.185M Shares 10,753 Est. Cost $129.59 Unrealized +130.6%
EMR EMERSON ELEC CO COM 0.2%
Value $3.161M Shares 23,818 Est. Cost $50.82 Unrealized +160.5%
MKL MARKEL GROUP INC COM 0.2%
Value $3.149M Shares 1,465 Est. Cost $525.48 Unrealized +285.5%
TDY TELEDYNE TECHNOLOGIES INC COM 0.2%
Value $3.133M Shares 6,135 Est. Cost $81.34 Unrealized +547.7%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value $3.124M Shares 61,414 Est. Cost $51.02 Unrealized
QCOM QUALCOMM INC COM 0.2%
Value $3.111M Shares 18,185 Est. Cost $81.59 Unrealized +109.3%
GEV GE VERNOVA INC COM 0.2%
Value $2.958M Shares 4,526 Est. Cost $226.72 Unrealized +168.6%
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.2%
Value $2.889M Shares 123,418 Est. Cost $23.35 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.2%
Value $2.747M Shares 9,514 Est. Cost $104.80 Unrealized +175.4%
AXON AXON ENTERPRISE INC COM 0.2%
Value $2.607M Shares 4,591 Est. Cost $183.46 Unrealized +238.2%
FDX FEDEX CORP COM 0.2%
Value $2.595M Shares 8,939 Est. Cost $158.44 Unrealized +65.1%
APD AIR PRODUCTS AND CHEMICALS INC COM 0.2%
Value $2.454M Shares 9,934 Est. Cost $201.87 Unrealized +24.7%
LAMR LAMAR ADVERTISING CO CL A 0.2%
Value $2.436M Shares 19,242 Est. Cost $65.93 Unrealized
GLD SPDR GOLD SHARES 0.2%
Value $2.427M Shares 6,125 Est. Cost $182.42 Unrealized
IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 0.2%
Value $2.419M Shares 109,615 Est. Cost $22.06 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value $2.339M Shares 7,678 Est. Cost $115.62 Unrealized
PFE PFIZER INC COM 0.2%
Value $2.325M Shares 93,356 Est. Cost $22.33 Unrealized +12.1%
APP APPLOVIN CORP COM CL A 0.1%
Value $2.162M Shares 3,208 Est. Cost $470.39 Unrealized +34.0%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value $2.146M Shares 6,402 Est. Cost $180.53 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value $2.113M Shares 6,276 Est. Cost $199.03 Unrealized +71.3%
CRWD CROWDSTRIKE HLDGS INC CL A 0.1%
Value $2.111M Shares 4,504 Est. Cost $222.61 Unrealized +128.8%
WFC WELLS FARGO & CO COM 0.1%
Value $2.015M Shares 21,615 Est. Cost $44.30 Unrealized +95.6%
BA BOEING CO COM 0.1%
Value $1.981M Shares 18,251 Est. Cost $169.04 Unrealized +21.7%
L LOEWS CORP COM 0.1%
Value $1.969M Shares 18,699 Est. Cost $42.08 Unrealized +145.3%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value $1.932M Shares 35,822 Est. Cost $40.75 Unrealized +16.6%
T AT&T INC COM 0.1%
Value $1.903M Shares 153,217 Est. Cost $19.62 Unrealized +28.9%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value $1.893M Shares 2,764 Est. Cost $528.58 Unrealized
CSX CSX CORP COM 0.1%
Value $1.882M Shares 51,906 Est. Cost $23.98 Unrealized +48.9%
IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 0.1%
Value $1.685M Shares 79,686 Est. Cost $21.15 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value $1.649M Shares 14,302 Est. Cost $68.56 Unrealized +71.7%
SLB SLB LIMITED COM STK 0.1%
Value $1.596M Shares 41,240 Est. Cost $46.48 Unrealized -22.4%
SHEL SHELL PLC SPON ADS 0.1%
Value $1.546M Shares 42,090 Est. Cost $45.27 Unrealized
TKR TIMKEN CO COM 0.1%
Value $1.516M Shares 18,022 Est. Cost $45.39 Unrealized +75.2%
FITB FIFTH THIRD BANCORP COM 0.1%
Value $1.499M Shares 31,724 Est. Cost $21.50 Unrealized +103.0%
BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value $1.491M Shares 16,320 Est. Cost $91.57 Unrealized
ORCL ORACLE CORP COM 0.1%
Value $1.477M Shares 7,578 Est. Cost $70.93 Unrealized +235.6%
MS MORGAN STANLEY COM NEW 0.1%
Value $1.472M Shares 8,291 Est. Cost $76.80 Unrealized +116.8%
KEY KEYCORP COM 0.1%
Value $1.431M Shares 69,353 Est. Cost $10.57 Unrealized +75.0%
BDX BECTON DICKINSON & CO COM 0.1%
Value $1.394M Shares 7,183 Est. Cost $115.76 Unrealized +63.7%
VTV VANGUARD VALUE ETF 0.1%
Value $1.368M Shares 7,261 Est. Cost $126.12 Unrealized
V VISA INC COM CL A 0.1%
Value $1.361M Shares 3,882 Est. Cost $179.58 Unrealized +89.5%
D DOMINION ENERGY INC COM 0.1%
Value $1.361M Shares 46,458 Est. Cost $45.66 Unrealized +30.9%
KMPR KEMPER CORP COM 0.1%
Value $1.349M Shares 33,270 Est. Cost $32.74 Unrealized +30.8%
PSX PHILLIPS 66 COM 0.1%
Value $1.3M Shares 10,075 Est. Cost $120.00 Unrealized +11.7%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value $1.298M Shares 6,216 Est. Cost $119.57 Unrealized +61.2%
CSCO CISCO SYS INC COM 0.1%
Value $1.285M Shares 16,681 Est. Cost $47.53 Unrealized +55.3%
VUSB VANGUARD ULTRA-SHORT BOND ETF 0.1%
Value $1.274M Shares 25,570 Est. Cost $50.05 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value $1.267M Shares 2,237 Est. Cost $375.60 Unrealized +41.7%
SJM SMUCKER J M CO COM NEW 0.1%
Value $1.254M Shares 12,822 Est. Cost $89.05 Unrealized +15.5%
VZ VERIZON COMMUNICATIONS INC. 0.1%
Value $1.197M Shares 29,399 Est. Cost $30.08 Unrealized +34.6%
SYF SYNCHRONY FINANCIAL COM 0.1%
Value $1.181M Shares 14,151 Est. Cost $24.90 Unrealized +206.5%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value $1.167M Shares 22,084 Est. Cost $33.26 Unrealized +66.9%
UPS UNITED PARCEL SVCS INC CL B 0.1%
Value $1.165M Shares 11,746 Est. Cost $85.68 Unrealized +8.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value $1.165M Shares 42,874 Est. Cost $43.62 Unrealized +30.8%
MO ALTRIA GROUP, INC. 0.1%
Value $1.158M Shares 19,728 Est. Cost $18.76 Unrealized +216.4%
CPAY CORPAY INC COM SHS 0.1%
Value $1.147M Shares 3,812 Est. Cost $286.94 Unrealized +1.2%
COF CAPITAL ONE FINL CORP COM 0.1%
Value $1.133M Shares 4,676 Est. Cost $172.05 Unrealized +29.1%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value $1.132M Shares 9,417 Est. Cost $36.18 Unrealized +217.3%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 0.1%
Value $1.101M Shares 7,672 Est. Cost $133.32 Unrealized
MPC MARATHON PETE CORP COM 0.1%
Value $1.06M Shares 6,517 Est. Cost $104.10 Unrealized +79.1%
VB VANGUARD SMALL-CAP ETF 0.1%
Value $1.053M Shares 4,081 Est. Cost $182.49 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value $1.049M Shares 2,168 Est. Cost $363.81 Unrealized +30.9%
AMGN AMGEN INC COM 0.1%
Value $1.041M Shares 3,180 Est. Cost $210.30 Unrealized +50.2%
TXN TEXAS INSTRS INC COM 0.1%
Value $1.014M Shares 11,685 Est. Cost $140.21 Unrealized +21.8%
VOO VANGUARD S&P 500 ETF 0.1%
Value $995K Shares 1,587 Est. Cost $610.64 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value $954K Shares 2,016 Est. Cost $266.46 Unrealized
QQQ INVESCO QQQ TRUST SERIES I 0.1%
Value $953K Shares 1,551 Est. Cost $445.51 Unrealized
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value $940K Shares 4,820 Est. Cost $167.79 Unrealized +16.2%
KMI KINDER MORGAN INC DEL COM 0.1%
Value $931K Shares 33,880 Est. Cost $16.81 Unrealized +60.0%
WBD WARNER BROS DISCOVERY INC COM SER A 0.1%
Value $922K Shares 64,012 Est. Cost $20.95 Unrealized +11.6%
PANW PALO ALTO NETWORKS INC COM 0.1%
Value $917K Shares 4,980 Est. Cost $191.89 Unrealized +5.1%
EFA ISHARES MSCI EAFE ETF 0.1%
Value $892K Shares 9,285 Est. Cost $74.88 Unrealized
TSLA TESLA INC COM 0.1%
Value $883K Shares 1,963 Est. Cost $224.11 Unrealized +97.8%
TFC TRUIST FINL CORP COM 0.1%
Value $860K Shares 17,471 Est. Cost $34.23 Unrealized +33.8%
VO VANGUARD MID-CAP ETF 0.1%
Value $815K Shares 2,808 Est. Cost $280.98 Unrealized
GIS GENERAL MILLS INC COM 0.1%
Value $802K Shares 17,248 Est. Cost $36.49 Unrealized +30.1%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value $790K Shares 8,210 Est. Cost $81.10 Unrealized
MMM 3M COMPANY 0.1%
Value $770K Shares 4,807 Est. Cost $116.43 Unrealized +40.1%
AFL AFLAC INC COM 0.0%
Value $766K Shares 6,942 Est. Cost $82.85 Unrealized +32.6%
INTC INTEL CORP COM 0.0%
Value $764K Shares 20,707 Est. Cost $26.85 Unrealized +40.6%
VUG VANGUARD GROWTH ETF 0.0%
Value $760K Shares 1,558 Est. Cost $281.64 Unrealized
IAU ISHARES GOLD TRUST 0.0%
Value $712K Shares 8,772 Est. Cost $63.67 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.0%
Value $686K Shares 13,436 Est. Cost $50.89 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value $672K Shares 4,953 Est. Cost $124.53 Unrealized 0.0%
NEM NEWMONT CORP COM 0.0%
Value $670K Shares 6,706 Est. Cost $90.20 Unrealized 0.0%
WMB WILLIAMS COS INC COM 0.0%
Value $667K Shares 11,101 Est. Cost $24.62 Unrealized +144.0%
ADSK AUTODESK INC COM 0.0%
Value $666K Shares 2,249 Est. Cost $238.86 Unrealized +26.7%
VV VANGUARD LARGE-CAP ETF 0.0%
Value $665K Shares 2,113 Est. Cost $296.81 Unrealized
PDLB Ponce Financial Group Inc. 0.0%
Value $663K Shares 40,535 Est. Cost $9.72 Unrealized +58.4%
TEAM ATLASSIAN CORPORATION CL A 0.0%
Value $661K Shares 4,078 Est. Cost $156.92 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value $660K Shares 3,211 Est. Cost $44.62 Unrealized +320.7%
TIGO MILLICOM INTL CELLULAR S A COM STK 0.0%
Value $654K Shares 11,805 Est. Cost $49.53 Unrealized +1.7%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value $654K Shares 1,470 Est. Cost $398.43 Unrealized +16.0%
CNC CENTENE CORP DEL COM 0.0%
Value $649K Shares 15,782 Est. Cost $37.43 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value $649K Shares 1,967 Est. Cost $435.91 Unrealized -22.6%
PCG PG&E CORP COM 0.0%
Value $639K Shares 39,644 Est. Cost $15.92 Unrealized 0.0%
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value $635K Shares 7,529 Est. Cost $109.39 Unrealized -19.1%
NOW SERVICENOW INC COM 0.0%
Value $630K Shares 4,115 Est. Cost $166.02 Unrealized +3.3%
BAC BANK AMERICA CORP COM 0.0%
Value $628K Shares 11,423 Est. Cost $33.98 Unrealized +55.0%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value $615K Shares 1,060 Est. Cost $463.50 Unrealized +21.9%
RPM RPM INTL INC COM 0.0%
Value $613K Shares 5,894 Est. Cost $91.04 Unrealized +18.9%
FOXA FOX CORP CL A COM 0.0%
Value $596K Shares 8,153 Est. Cost $34.04 Unrealized +92.0%
CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN 0.0%
Value $589K Shares 12,871 Est. Cost $28.67 Unrealized
FIX COMFORT SYS USA INC COM 0.0%
Value $579K Shares 620 Est. Cost $922.99 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value $575K Shares 2,712 Est. Cost $36.58 Unrealized +486.6%
PR PERMIAN RESOURCES CORP CLASS A COM 0.0%
Value $570K Shares 40,662 Est. Cost $13.57 Unrealized -1.0%
BP BP PLC SPONSORED ADR 0.0%
Value $557K Shares 16,043 Est. Cost $32.89 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.0%
Value $542K Shares 31,917 Est. Cost $12.15 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value $529K Shares 2,866 Est. Cost $168.08 Unrealized 0.0%
EIX EDISON INTL COM 0.0%
Value $528K Shares 8,791 Est. Cost $57.33 Unrealized 0.0%
CCNE CNB FINL CORP PA COM 0.0%
Value $519K Shares 19,828 Est. Cost $23.53 Unrealized +7.3%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value $519K Shares 1,934 Est. Cost $293.58 Unrealized -13.5%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value $500K Shares 7,100 Est. Cost $64.66 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value $495K Shares 3,936 Est. Cost $57.04 Unrealized +128.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value $490K Shares 8,391 Est. Cost $54.25 Unrealized +19.5%
VRSN VERISIGN INC COM 0.0%
Value $488K Shares 2,010 Est. Cost $250.80 Unrealized 0.0%
XEL XCEL ENERGY INC COM 0.0%
Value $486K Shares 6,576 Est. Cost $78.29 Unrealized 0.0%
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value $484K Shares 29,868 Est. Cost $19.79 Unrealized -15.5%
RBLX ROBLOX CORP CL A 0.0%
Value $481K Shares 5,939 Est. Cost $106.17 Unrealized 0.0%
RMBI RICHMOND MUT BANCORPORATION COM 0.0%
Value $481K Shares 34,240 Est. Cost $14.15 Unrealized -3.0%
INDB INDEPENDENT BK CORP MASS COM 0.0%
Value $474K Shares 6,428 Est. Cost $66.90 Unrealized +5.4%
GDX VANECK GOLD MINERS ETF 0.0%
Value $473K Shares 5,520 Est. Cost $45.97 Unrealized
XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 0.0%
Value $471K Shares 10,543 Est. Cost $68.75 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value $464K Shares 527 Est. Cost $423.08 Unrealized +93.3%
MELI MERCADOLIBRE INC COM 0.0%
Value $461K Shares 229 Est. Cost $1388.81 Unrealized +51.2%
MEDP MEDPACE HLDGS INC COM 0.0%
Value $458K Shares 816 Est. Cost $567.64 Unrealized 0.0%
CINF CINCINNATI FINL CORP COM 0.0%
Value $458K Shares 2,789 Est. Cost $71.83 Unrealized +124.4%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value $452K Shares 1,835 Est. Cost $202.08 Unrealized
UL UNILEVER PLC SPON ADR NEW 0.0%
Value $451K Shares 6,889 Est. Cost $65.40 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value $446K Shares 5,903 Est. Cost $69.42 Unrealized +1.4%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value $434K Shares 2,187 Est. Cost $165.83 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value $430K Shares 2,419 Est. Cost $181.03 Unrealized 0.0%
XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 0.0%
Value $427K Shares 2,754 Est. Cost $120.57 Unrealized
ESTC ELASTIC N V ORD SHS 0.0%
Value $426K Shares 5,650 Est. Cost $81.59 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value $426K Shares 3,635 Est. Cost $65.66 Unrealized +85.1%
WM WASTE MGMT INC DEL COM 0.0%
Value $424K Shares 1,928 Est. Cost $122.68 Unrealized +73.3%
LVS LAS VEGAS SANDS CORP COM 0.0%
Value $421K Shares 6,474 Est. Cost $61.19 Unrealized 0.0%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value $419K Shares 4,161 Est. Cost $101.48 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value $418K Shares 1,823 Est. Cost $219.54 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM 0.0%
Value $417K Shares 3,398 Est. Cost $93.17 Unrealized +29.7%
OEF ISHARES S&P 100 ETF 0.0%
Value $415K Shares 1,210 Est. Cost $175.23 Unrealized
HPQ HP INC COM 0.0%
Value $412K Shares 18,348 Est. Cost $25.25 Unrealized 0.0%
ZM ZOOM COMMUNICATIONS INC CL A 0.0%
Value $410K Shares 4,748 Est. Cost $84.17 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value $408K Shares 4,677 Est. Cost $49.50 Unrealized +83.6%
WELL WELLTOWER INC COM 0.0%
Value $407K Shares 2,192 Est. Cost $186.47 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value $406K Shares 2,087 Est. Cost $171.51 Unrealized 0.0%
NTNX NUTANIX INC CL A 0.0%
Value $404K Shares 7,824 Est. Cost $61.10 Unrealized 0.0%
H HYATT HOTELS CORP COM CL A 0.0%
Value $404K Shares 2,522 Est. Cost $153.12 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value $403K Shares 522 Est. Cost $678.68 Unrealized 0.0%
BIIB BIOGEN INC COM 0.0%
Value $400K Shares 2,272 Est. Cost $163.37 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value $400K Shares 7,419 Est. Cost $43.81 Unrealized +11.2%
MET METLIFE INC COM 0.0%
Value $398K Shares 5,041 Est. Cost $77.08 Unrealized +2.4%
ADBE ADOBE INC COM 0.0%
Value $397K Shares 1,133 Est. Cost $380.16 Unrealized -10.5%
EXC EXELON CORP COM 0.0%
Value $395K Shares 9,067 Est. Cost $45.46 Unrealized 0.0%
BLD TOPBUILD CORP COM 0.0%
Value $394K Shares 944 Est. Cost $428.74 Unrealized 0.0%
PGR PROGRESSIVE CORP COM 0.0%
Value $393K Shares 1,725 Est. Cost $212.34 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value $392K Shares 10,591 Est. Cost $48.88 Unrealized -26.0%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value $391K Shares 5,104 Est. Cost $71.65 Unrealized 0.0%
FTI TECHNIPFMC PLC COM 0.0%
Value $386K Shares 8,659 Est. Cost $42.20 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value $386K Shares 7,176 Est. Cost $43.43 Unrealized
SATS ECHOSTAR CORP CL A 0.0%
Value $379K Shares 3,491 Est. Cost $45.28 Unrealized +79.8%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value $374K Shares 6,296 Est. Cost $54.44 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.0%
Value $372K Shares 3,844 Est. Cost $68.17 Unrealized +42.5%
TGT TARGET CORP COM 0.0%
Value $370K Shares 3,781 Est. Cost $79.38 Unrealized +15.4%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value $364K Shares 68 Est. Cost $5137.84 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value $359K Shares 1,449 Est. Cost $237.49 Unrealized +4.2%
TXT TEXTRON INC COM 0.0%
Value $359K Shares 4,118 Est. Cost $83.66 Unrealized 0.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value $359K Shares 5,337 Est. Cost $60.26 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value $357K Shares 2,590 Est. Cost $113.80 Unrealized
VST VISTRA CORP COM 0.0%
Value $357K Shares 2,212 Est. Cost $181.92 Unrealized 0.0%
HEI HEICO CORP NEW COM 0.0%
Value $353K Shares 1,092 Est. Cost $315.99 Unrealized 0.0%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value $353K Shares 888 Est. Cost $442.56 Unrealized 0.0%
HUBS HUBSPOT INC COM 0.0%
Value $348K Shares 868 Est. Cost $414.24 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value $345K Shares 4,923 Est. Cost $72.74 Unrealized 0.0%
LOAN MANHATTAN BRDG CAP INC COM 0.0%
Value $343K Shares 343,376 Est. Cost $1.00 Unrealized
MTB M & T BK CORP COM 0.0%
Value $341K Shares 1,692 Est. Cost $184.51 Unrealized +3.0%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value $339K Shares 3,886 Est. Cost $89.25 Unrealized 0.0%
EXEL EXELIXIS INC COM 0.0%
Value $339K Shares 7,728 Est. Cost $41.37 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.0%
Value $337K Shares 1,958 Est. Cost $151.55 Unrealized 0.0%
GLW CORNING INC COM 0.0%
Value $336K Shares 3,836 Est. Cost $47.26 Unrealized +81.9%
CZWI CITIZENS CMNTY BANCORP INC MD COM 0.0%
Value $335K Shares 18,788 Est. Cost $9.59 Unrealized +73.9%
FSBW FS BANCORP INC COM 0.0%
Value $333K Shares 8,100 Est. Cost $25.37 Unrealized +56.7%
PLD PROLOGIS INC. COM 0.0%
Value $331K Shares 2,590 Est. Cost $123.86 Unrealized 0.0%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value $331K Shares 4,090 Est. Cost $52.60 Unrealized
EQIX EQUINIX INC COM 0.0%
Value $329K Shares 430 Est. Cost $781.19 Unrealized 0.0%
JLL JONES LANG LASALLE INC COM 0.0%
Value $328K Shares 976 Est. Cost $313.44 Unrealized 0.0%
STE STERIS PLC SHS USD 0.0%
Value $323K Shares 1,273 Est. Cost $251.13 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value $322K Shares 5,513 Est. Cost $53.58 Unrealized 0.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value $321K Shares 4,619 Est. Cost $50.59 Unrealized
FOUR SHIFT4 PMTS INC CL A 0.0%
Value $318K Shares 5,052 Est. Cost $70.65 Unrealized 0.0%
BX BLACKSTONE INC COM 0.0%
Value $318K Shares 2,061 Est. Cost $151.46 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.0%
Value $317K Shares 3,766 Est. Cost $94.06 Unrealized -10.6%
CMA COMERICA INC COM 0.0%
Value $317K Shares 3,648 Est. Cost $79.98 Unrealized 0.0%
WING WINGSTOP INC COM 0.0%
Value $312K Shares 1,309 Est. Cost $247.68 Unrealized 0.0%
ULTA ULTA BEAUTY INC COM 0.0%
Value $307K Shares 508 Est. Cost $512.40 Unrealized +7.3%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value $307K Shares 6,135 Est. Cost $47.84 Unrealized +12.3%
ACGL ARCH CAP GROUP LTD ORD 0.0%
Value $307K Shares 3,196 Est. Cost $91.50 Unrealized 0.0%
TWLO TWILIO INC CL A 0.0%
Value $306K Shares 2,154 Est. Cost $123.87 Unrealized 0.0%
SNOW SNOWFLAKE INC COM SHS 0.0%
Value $305K Shares 1,391 Est. Cost $244.09 Unrealized 0.0%
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 0.0%
Value $304K Shares 3,709 Est. Cost $71.67 Unrealized +8.7%
UTHR UNITED THERAPEUTICS CORP DEL COM 0.0%
Value $304K Shares 624 Est. Cost $465.69 Unrealized 0.0%
MTUS METALLUS INC COM 0.0%
Value $303K Shares 17,651 Est. Cost $9.60 Unrealized +78.5%
BBY BEST BUY INC COM 0.0%
Value $302K Shares 4,451 Est. Cost $75.46 Unrealized 0.0%
IT GARTNER INC COM 0.0%
Value $301K Shares 1,194 Est. Cost $240.69 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value $300K Shares 1,631 Est. Cost $186.92 Unrealized -2.6%
LH LABCORP HOLDINGS INC COM SHS 0.0%
Value $300K Shares 1,196 Est. Cost $265.14 Unrealized 0.0%
CVS CVS HEALTH CORP COM 0.0%
Value $300K Shares 3,778 Est. Cost $58.14 Unrealized +35.3%
SDY STATE STREET SPDR S&P DIVIDEND ETF 0.0%
Value $299K Shares 2,148 Est. Cost $111.28 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value $297K Shares 2,814 Est. Cost $65.71 Unrealized +67.8%
NEE NEXTERA ENERGY INC COM 0.0%
Value $297K Shares 3,694 Est. Cost $60.55 Unrealized +36.3%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value $295K Shares 1,981 Est. Cost $135.03 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value $294K Shares 3,733 Est. Cost $78.80 Unrealized
MCO MOODYS CORP COM 0.0%
Value $287K Shares 562 Est. Cost $206.85 Unrealized +135.6%
CHWY CHEWY INC CL A 0.0%
Value $287K Shares 8,676 Est. Cost $34.72 Unrealized 0.0%
EME EMCOR GROUP INC COM 0.0%
Value $286K Shares 468 Est. Cost $647.50 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value $286K Shares 5,778 Est. Cost $50.31 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value $282K Shares 1,252 Est. Cost $217.58 Unrealized 0.0%
BBT BEACON FINANCIAL CORP. COM 0.0%
Value $281K Shares 10,674 Est. Cost $23.98 Unrealized +4.0%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value $281K Shares 2,510 Est. Cost $101.05 Unrealized 0.0%
XYZ BLOCK INC CL A 0.0%
Value $280K Shares 4,296 Est. Cost $68.98 Unrealized 0.0%
PBE INVESCO BIOTECHNOLOGY & GENOME ETF 0.0%
Value $279K Shares 3,400 Est. Cost $63.44 Unrealized
CAR AVIS BUDGET GROUP COM 0.0%
Value $278K Shares 2,166 Est. Cost $139.51 Unrealized 0.0%
SF STIFEL FINL CORP COM 0.0%
Value $277K Shares 2,216 Est. Cost $119.59 Unrealized 0.0%
C CITIGROUP INC COM NEW 0.0%
Value $277K Shares 2,373 Est. Cost $103.64 Unrealized 0.0%
ENB ENBRIDGE INC COM 0.0%
Value $275K Shares 5,757 Est. Cost $44.04 Unrealized +7.0%
ILMN ILLUMINA INC COM 0.0%
Value $275K Shares 2,096 Est. Cost $117.40 Unrealized 0.0%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value $275K Shares 6,195 Est. Cost $30.03 Unrealized +40.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value $274K Shares 4,383 Est. Cost $51.31 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value $272K Shares 3,441 Est. Cost $87.19 Unrealized -10.2%
DKNG DRAFTKINGS INC NEW COM CL A 0.0%
Value $271K Shares 7,863 Est. Cost $32.89 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.0%
Value $270K Shares 298 Est. Cost $960.73 Unrealized 0.0%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value $270K Shares 1,904 Est. Cost $144.87 Unrealized 0.0%
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 0.0%
Value $268K Shares 6,268 Est. Cost $60.99 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.0%
Value $266K Shares 552 Est. Cost $420.68 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value $265K Shares 5,928 Est. Cost $28.44 Unrealized +60.8%
AMAT APPLIED MATLS INC COM 0.0%
Value $265K Shares 1,031 Est. Cost $180.78 Unrealized +32.5%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value $264K Shares 2,082 Est. Cost $96.29 Unrealized
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value $264K Shares 1,454 Est. Cost $169.50 Unrealized 0.0%
LECO LINCOLN ELEC HLDGS INC COM 0.0%
Value $261K Shares 1,084 Est. Cost $236.85 Unrealized 0.0%
MASI MASIMO CORP COM 0.0%
Value $260K Shares 2,002 Est. Cost $143.19 Unrealized 0.0%
FBIZ FIRST BUSINESS FINL SVCS INC W COM 0.0%
Value $260K Shares 4,788 Est. Cost $40.73 Unrealized +27.3%
NUE NUCOR CORP COM 0.0%
Value $259K Shares 1,588 Est. Cost $115.51 Unrealized +29.7%
CCI CROWN CASTLE INC COM 0.0%
Value $258K Shares 2,909 Est. Cost $91.09 Unrealized 0.0%
BRO BROWN & BROWN INC COM 0.0%
Value $258K Shares 3,238 Est. Cost $83.36 Unrealized 0.0%
VIK VIKING HOLDINGS LTD ORD SHS 0.0%
Value $258K Shares 3,606 Est. Cost $63.81 Unrealized 0.0%
AMT AMERICAN TOWER CORP COM 0.0%
Value $257K Shares 1,450 Est. Cost $180.30 Unrealized 0.0%
TECH BIO-TECHNE CORP COM 0.0%
Value $254K Shares 4,320 Est. Cost $60.72 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value $254K Shares 2,487 Est. Cost $131.73 Unrealized -17.7%
ELV ELEVANCE HEALTH INC FORMERLY A COM 0.0%
Value $248K Shares 708 Est. Cost $396.61 Unrealized -15.1%
AMP AMERIPRISE FINL INC COM 0.0%
Value $248K Shares 505 Est. Cost $473.82 Unrealized 0.0%
SMCI SUPER MICRO COMPUTER INC COM NEW 0.0%
Value $247K Shares 8,449 Est. Cost $41.17 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value $247K Shares 1,212 Est. Cost $193.39 Unrealized 0.0%
KVUE KENVUE INC COM 0.0%
Value $246K Shares 14,289 Est. Cost $21.05 Unrealized -22.8%
DG DOLLAR GEN CORP NEW COM 0.0%
Value $245K Shares 1,849 Est. Cost $111.51 Unrealized 0.0%
MTCH MATCH GROUP INC NEW COM 0.0%
Value $245K Shares 7,582 Est. Cost $32.85 Unrealized 0.0%
EQT EQT CORP COM 0.0%
Value $245K Shares 4,565 Est. Cost $51.40 Unrealized +9.2%
HTB HOMETRUST BANCSHARES INC COM 0.0%
Value $244K Shares 5,686 Est. Cost $22.89 Unrealized +80.4%
BLK BLACKROCK INC COM 0.0%
Value $243K Shares 227 Est. Cost $1089.41 Unrealized 0.0%
ELS EQUITY LIFESTYLE PROPERTIES COM 0.0%
Value $240K Shares 3,898 Est. Cost $68.85 Unrealized
DASH DOORDASH INC CL A 0.0%
Value $240K Shares 1,059 Est. Cost $234.56 Unrealized 0.0%
SEE SEALED AIR CORP NEW COM 0.0%
Value $239K Shares 5,772 Est. Cost $38.57 Unrealized 0.0%
IBIT ISHARES BITCOIN TRUST ETF 0.0%
Value $239K Shares 4,814 Est. Cost $58.38 Unrealized
ORRF ORRSTOWN FINL SVCS INC COM 0.0%
Value $238K Shares 6,733 Est. Cost $31.53 Unrealized +9.5%
MANH MANHATTAN ASSOCIATES INC COM 0.0%
Value $238K Shares 1,374 Est. Cost $182.81 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value $236K Shares 3,810 Est. Cost $56.69 Unrealized 0.0%
FTNT FORTINET INC COM 0.0%
Value $233K Shares 2,934 Est. Cost $82.94 Unrealized 0.0%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value $233K Shares 2,444 Est. Cost $94.91 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value $232K Shares 12,100 Est. Cost $37.70 Unrealized +3.1%
AXS AXIS CAP HLDGS LTD SHS 0.0%
Value $232K Shares 2,154 Est. Cost $99.34 Unrealized 0.0%
AVAV AEROVIRONMENT INC COM 0.0%
Value $231K Shares 954 Est. Cost $264.31 Unrealized +18.9%
IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF 0.0%
Value $230K Shares 10,256 Est. Cost $22.49 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value $230K Shares 340 Est. Cost $681.02 Unrealized 0.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value $230K Shares 2,442 Est. Cost $83.58 Unrealized
LKQ LKQ CORP COM 0.0%
Value $229K Shares 7,586 Est. Cost $29.98 Unrealized 0.0%
FBTC FIDELITY WISE ORIGIN BITCOIN FUND 0.0%
Value $229K Shares 2,998 Est. Cost $93.99 Unrealized
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $228K Shares 1,350 Est. Cost $168.77 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value $224K Shares 2,976 Est. Cost $75.09 Unrealized 0.0%
MLI MUELLER INDS INC COM 0.0%
Value $222K Shares 1,934 Est. Cost $107.37 Unrealized 0.0%
APG API GROUP CORP COM STK 0.0%
Value $222K Shares 5,800 Est. Cost $36.98 Unrealized 0.0%
DECK DECKERS OUTDOOR CORP COM 0.0%
Value $221K Shares 2,136 Est. Cost $93.73 Unrealized 0.0%
RRC RANGE RES CORP COM 0.0%
Value $221K Shares 6,274 Est. Cost $37.25 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value $220K Shares 3,904 Est. Cost $57.36 Unrealized 0.0%
DOV DOVER CORP COM 0.0%
Value $219K Shares 1,124 Est. Cost $181.83 Unrealized 0.0%
EG EVEREST GROUP LTD COM 0.0%
Value $219K Shares 644 Est. Cost $330.24 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value $218K Shares 2,969 Est. Cost $80.20 Unrealized -12.1%
G GENPACT LIMITED SHS 0.0%
Value $218K Shares 4,654 Est. Cost $43.25 Unrealized 0.0%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.0%
Value $217K Shares 2,089 Est. Cost $103.08 Unrealized
WSBC WESBANCO INC COM 0.0%
Value $215K Shares 6,457 Est. Cost $32.32 Unrealized 0.0%
THC TENET HEALTHCARE CORP COM NEW 0.0%
Value $215K Shares 1,082 Est. Cost $202.09 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value $213K Shares 2,692 Est. Cost $91.66 Unrealized -13.9%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value $213K Shares 751 Est. Cost $246.88 Unrealized 0.0%
ARMK ARAMARK COM 0.0%
Value $212K Shares 5,742 Est. Cost $37.92 Unrealized 0.0%
ITT ITT INC COM 0.0%
Value $210K Shares 1,212 Est. Cost $179.17 Unrealized 0.0%
AZO AUTOZONE INC COM 0.0%
Value $210K Shares 62 Est. Cost $3450.47 Unrealized +9.5%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value $210K Shares 4,136 Est. Cost $50.77 Unrealized
FTV FORTIVE CORP COM 0.0%
Value $210K Shares 3,801 Est. Cost $51.86 Unrealized 0.0%
TTEK TETRA TECH INC NEW COM 0.0%
Value $208K Shares 6,200 Est. Cost $33.82 Unrealized 0.0%
PSN PARSONS CORP DEL COM 0.0%
Value $206K Shares 3,338 Est. Cost $78.26 Unrealized 0.0%
ETHA ISHARES ETHEREUM TRUST ETF 0.0%
Value $205K Shares 9,126 Est. Cost $31.41 Unrealized
CR CRANE COMPANY COMMON STOCK 0.0%
Value $204K Shares 1,104 Est. Cost $185.35 Unrealized 0.0%
RGEN REPLIGEN CORP COM 0.0%
Value $202K Shares 1,234 Est. Cost $156.63 Unrealized 0.0%
CAVA CAVA GROUP INC COM 0.0%
Value $202K Shares 3,440 Est. Cost $55.77 Unrealized 0.0%
ARW ARROW ELECTRS INC COM 0.0%
Value $202K Shares 1,830 Est. Cost $113.58 Unrealized 0.0%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value $200K Shares 15,030 Est. Cost $12.63 Unrealized 0.0%
F FORD MTR CO COM 0.0%
Value $187K Shares 14,264 Est. Cost $12.83 Unrealized 0.0%
CNH CNH INDL N V SHS 0.0%
Value $181K Shares 19,660 Est. Cost $9.99 Unrealized 0.0%
WSBF WATERSTONE FINL INC MD COM 0.0%
Value $166K Shares 10,045 Est. Cost $15.68 Unrealized 0.0%
ADT ADT INC DEL COM 0.0%
Value $163K Shares 20,172 Est. Cost $8.27 Unrealized 0.0%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value $151K Shares 11,933 Est. Cost $6.49 Unrealized +83.8%
BSBK BOGOTA FINL CORP COM 0.0%
Value $130K Shares 15,350 Est. Cost $9.90 Unrealized -13.6%
NWL NEWELL BRANDS INC COM 0.0%
Value $75,427 Shares 20,276 Est. Cost $3.99 Unrealized 0.0%
CLVT CLARIVATE PLC ORD SHS 0.0%
Value $44,161 Shares 13,222 Est. Cost $3.56 Unrealized 0.0%