Rodgers Brothers Inc. Diversified Active

CIK: 0001397290 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Aug 14, 2024

Total Value ($000): $738,464 (100.0% shares, 0.0% debt)

Holdings (239)

LLY ELI LILLY & CO 7.6%
Value ($000) $55,756 Shares 61,583 Est. Cost $52.36 Unrealized +1410.4%
COHR COHERENT CORP 4.0%
Value ($000) $29,552 Shares 407,833 Est. Cost $45.78 Unrealized +31.3%
ABBV ABBVIE INC 3.1%
Value ($000) $22,912 Shares 133,585 Est. Cost $51.03 Unrealized +207.9%
WSM WILLIAMS SONOMA INC 2.8%
Value ($000) $21,006 Shares 74,390 Est. Cost $46.50 Unrealized +213.0%
PG PROCTER & GAMBLE CO 2.7%
Value ($000) $20,079 Shares 121,750 Est. Cost $70.57 Unrealized +122.7%
MSFT MICROSOFT CORP 2.7%
Value ($000) $19,859 Shares 44,433 Est. Cost $62.17 Unrealized +571.2%
BMI BADGER METER INC 2.3%
Value ($000) $16,700 Shares 89,617 Est. Cost $34.14 Unrealized +428.7%
EMR EMERSON ELECTRIC CO 2.2%
Value ($000) $16,425 Shares 149,097 Est. Cost $56.54 Unrealized +90.1%
ABT ABBOTT LABORATORIES 2.0%
Value ($000) $14,664 Shares 141,120 Est. Cost $45.03 Unrealized +128.6%
ROK ROCKWELL AUTOMATION INC 1.6%
Value ($000) $12,139 Shares 44,096 Est. Cost $235.46 Unrealized +11.5%
MRK MERCK & COMPANY INC 1.4%
Value ($000) $10,128 Shares 81,809 Est. Cost $71.70 Unrealized +69.8%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $9,532 Shares 65,216 Est. Cost $85.84 Unrealized +64.8%
KMB KIMBERLY CLARK CORP 1.3%
Value ($000) $9,413 Shares 68,114 Est. Cost $103.53 Unrealized +21.0%
KLG WK KELLOGG CO 1.3%
Value ($000) $9,283 Shares 563,971 Est. Cost $18.56 Unrealized
PPG PPG INDUSTRIES INC 1.2%
Value ($000) $8,917 Shares 70,832 Est. Cost $119.21 Unrealized +6.8%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $8,854 Shares 39,132 Est. Cost $85.21 Unrealized +164.6%
CL COLGATE-PALMOLIVE CO 1.2%
Value ($000) $8,627 Shares 88,898 Est. Cost $56.28 Unrealized +58.2%
AAPL APPLE INC 1.2%
Value ($000) $8,516 Shares 40,431 Est. Cost $123.22 Unrealized +50.2%
HUBB HUBBELL INC 1.1%
Value ($000) $8,167 Shares 22,346 Est. Cost $151.48 Unrealized +153.4%
GIS GENERAL MILLS INC 1.1%
Value ($000) $8,085 Shares 127,810 Est. Cost $49.01 Unrealized +31.5%
AXP AMERICAN EXPRESS COMPANY 1.1%
Value ($000) $7,928 Shares 34,237 Est. Cost $73.64 Unrealized +208.7%
TGT TARGET CORP 1.1%
Value ($000) $7,859 Shares 53,086 Est. Cost $67.61 Unrealized +118.8%
CVX CHEVRON CORP 1.1%
Value ($000) $7,857 Shares 50,229 Est. Cost $85.69 Unrealized +73.2%
HOLX HOLOGIC INC 1.0%
Value ($000) $7,644 Shares 102,956 Est. Cost $69.90 Unrealized +7.2%
KO COCA-COLA CO 1.0%
Value ($000) $7,638 Shares 119,997 Est. Cost $35.70 Unrealized +65.0%
EW EDWARDS LIFESCIENCES CORP 1.0%
Value ($000) $7,417 Shares 80,294 Est. Cost $57.55 Unrealized +53.9%
GLW CORNING INC 1.0%
Value ($000) $7,341 Shares 188,960 Est. Cost $26.74 Unrealized +25.9%
PSX PHILLIPS 66 CO 0.9%
Value ($000) $6,778 Shares 48,013 Est. Cost $67.73 Unrealized +106.1%
MSA MSA SAFETY INC 0.9%
Value ($000) $6,642 Shares 35,391 Est. Cost $72.43 Unrealized +156.7%
APD AIR PRODUCTS & CHEMICALS INC 0.9%
Value ($000) $6,632 Shares 25,702 Est. Cost $229.66 Unrealized +5.6%
FDX FEDEX CORP 0.9%
Value ($000) $6,509 Shares 21,707 Est. Cost $175.82 Unrealized +43.2%
OKE ONEOK INC 0.9%
Value ($000) $6,438 Shares 78,950 Est. Cost $46.51 Unrealized +58.9%
HRB H & R BLOCK INC 0.9%
Value ($000) $6,364 Shares 117,350 Est. Cost $20.90 Unrealized +126.9%
PAYX PAYCHEX INC 0.8%
Value ($000) $6,205 Shares 52,335 Est. Cost $84.74 Unrealized +37.3%
NFG NATIONAL FUEL GAS CO 0.8%
Value ($000) $5,671 Shares 104,644 Est. Cost $54.75 Unrealized +0.1%
PEP PEPSICO INC 0.8%
Value ($000) $5,659 Shares 34,309 Est. Cost $107.27 Unrealized +51.3%
QCOM QUALCOMM INC 0.8%
Value ($000) $5,619 Shares 28,211 Est. Cost $96.83 Unrealized +88.3%
LAM RESEARCH CORP 0.8%
Value ($000) $5,606 Shares 5,265 Est. Cost $54755.13 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.7%
Value ($000) $5,507 Shares 31,844 Est. Cost $106.50 Unrealized +55.7%
MKC MCCORMICK & COMPANY INC 0.7%
Value ($000) $5,487 Shares 77,349 Est. Cost $57.71 Unrealized +20.8%
HSY HERSHEY CO 0.7%
Value ($000) $5,456 Shares 29,678 Est. Cost $152.95 Unrealized +20.2%
VZ VERIZON COMMUNICATIONS INC 0.7%
Value ($000) $5,125 Shares 124,284 Est. Cost $31.72 Unrealized +15.0%
INTC INTEL CORP 0.7%
Value ($000) $5,090 Shares 164,366 Est. Cost $32.41 Unrealized +0.3%
ADM ARCHER DANIELS MIDLAND CO 0.7%
Value ($000) $4,958 Shares 82,011 Est. Cost $59.31 Unrealized -2.7%
TXN TEXAS INSTRUMENTS INC 0.6%
Value ($000) $4,676 Shares 24,036 Est. Cost $129.45 Unrealized +36.1%
GPC GENUINE PARTS CO 0.6%
Value ($000) $4,569 Shares 33,029 Est. Cost $129.46 Unrealized +9.4%
XOM EXXON MOBIL CORP 0.6%
Value ($000) $4,561 Shares 39,624 Est. Cost $58.29 Unrealized +88.9%
CLX CLOROX CO 0.6%
Value ($000) $4,532 Shares 33,211 Est. Cost $129.06 Unrealized +1.8%
LNN LINDSAY CORPORATION 0.6%
Value ($000) $4,338 Shares 35,300 Est. Cost $121.77 Unrealized -6.4%
MET METLIFE INC 0.6%
Value ($000) $4,333 Shares 61,729 Est. Cost $40.39 Unrealized +68.7%
SJM SMUCKER JM CO 0.6%
Value ($000) $4,278 Shares 39,232 Est. Cost $116.71 Unrealized -9.0%
ZBH ZIMMER BIOMET HOLDINGS INC 0.6%
Value ($000) $4,256 Shares 39,216 Est. Cost $117.57 Unrealized -1.4%
KELLANOVA 0.6%
Value ($000) $4,197 Shares 72,761 Est. Cost $49.81 Unrealized +12.8%
RVTY REVVITY INC 0.5%
Value ($000) $3,993 Shares 38,081 Est. Cost $107.85 Unrealized -2.0%
NEE NEXTERA ENERGY INC 0.5%
Value ($000) $3,947 Shares 55,746 Est. Cost $54.88 Unrealized +23.2%
HON HONEYWELL INTL INC 0.5%
Value ($000) $3,888 Shares 18,208 Est. Cost $149.28 Unrealized +23.1%
FFIV F5 NETWORKS 0.5%
Value ($000) $3,677 Shares 21,352 Est. Cost $129.48 Unrealized +35.1%
BAX BAXTER INTERNATIONAL INC 0.5%
Value ($000) $3,594 Shares 107,451 Est. Cost $38.70 Unrealized -8.2%
DIS WALT DISNEY CO 0.5%
Value ($000) $3,593 Shares 36,185 Est. Cost $82.31 Unrealized +28.2%
GOOG ALPHABET INC CLASS C 0.5%
Value ($000) $3,565 Shares 19,438 Est. Cost $112.49 Unrealized +50.1%
KVUE KENVUE INC 0.5%
Value ($000) $3,537 Shares 194,571 Est. Cost $20.83 Unrealized -12.7%
HD HOME DEPOT INC 0.4%
Value ($000) $3,304 Shares 9,599 Est. Cost $315.81 Unrealized +3.7%
NSRGY NESTLE SA 0.4%
Value ($000) $3,272 Shares 32,055 Est. Cost $1199.36 Unrealized
WAB WABTEC CORP 0.4%
Value ($000) $3,268 Shares 20,679 Est. Cost $85.90 Unrealized +84.5%
CSCO CISCO SYSTEMS INC 0.4%
Value ($000) $3,157 Shares 66,444 Est. Cost $45.74 Unrealized -1.0%
PNC PNC FINANCIAL SERVICES GROUP I 0.4%
Value ($000) $3,104 Shares 19,962 Est. Cost $128.87 Unrealized +13.8%
FBIN FORTUNE BRANDS INNOVATIONS INC 0.4%
Value ($000) $3,032 Shares 46,693 Est. Cost $47.10 Unrealized +48.4%
TRI THOMPSON REUTERS CORP COM NO P 0.4%
Value ($000) $3,003 Shares 17,813 Est. Cost $122.42 Unrealized +29.3%
CMI CUMMINS INC 0.4%
Value ($000) $2,947 Shares 10,643 Est. Cost $169.95 Unrealized +62.5%
STX SEAGATE TECHNOLOGY HOLDINGS PL 0.4%
Value ($000) $2,827 Shares 27,371 Est. Cost $77.17 Unrealized +16.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.4%
Value ($000) $2,811 Shares 41,335 Est. Cost $66.36 Unrealized -0.5%
CW CURTISS-WRIGHT CORP 0.4%
Value ($000) $2,795 Shares 10,315 Est. Cost $111.56 Unrealized +138.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $2,759 Shares 5,417 Est. Cost $472.70 Unrealized +0.1%
KLIC KULICKE & SOFFA INDUSTRIES INC 0.4%
Value ($000) $2,726 Shares 55,425 Est. Cost $48.85 Unrealized -7.0%
SYY SYSCO CORP 0.4%
Value ($000) $2,716 Shares 38,039 Est. Cost $63.64 Unrealized +11.8%
CINF CINCINNATI FINANCIAL CORP 0.4%
Value ($000) $2,696 Shares 22,830 Est. Cost $92.83 Unrealized +21.3%
JUNIPER NETWORKS 0.4%
Value ($000) $2,622 Shares 71,925 Est. Cost $36.46 Unrealized
CPB CAMPBELL SOUP CO 0.4%
Value ($000) $2,622 Shares 58,023 Est. Cost $37.02 Unrealized +13.4%
TPR TAPESTRY INC 0.4%
Value ($000) $2,611 Shares 61,013 Est. Cost $28.23 Unrealized +42.8%
CNA CNA FINANCIAL CORP 0.4%
Value ($000) $2,587 Shares 56,150 Est. Cost $39.99 Unrealized 0.0%
GRC GORMAN RUPP COMPANY 0.3%
Value ($000) $2,489 Shares 67,799 Est. Cost $31.01 Unrealized +13.9%
DUK DUKE ENERGY CORP 0.3%
Value ($000) $2,483 Shares 24,775 Est. Cost $78.08 Unrealized +20.7%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $2,481 Shares 5,690 Est. Cost $403.21 Unrealized +10.1%
NTCT NETSCOUT SYSTEMS INC 0.3%
Value ($000) $2,459 Shares 134,450 Est. Cost $22.07 Unrealized -10.6%
UPS UNITED PARCEL SERVICE INC 0.3%
Value ($000) $2,457 Shares 17,957 Est. Cost $137.88 Unrealized -5.7%
GD GENERAL DYNAMICS CORP 0.3%
Value ($000) $2,429 Shares 8,371 Est. Cost $159.09 Unrealized +78.5%
PSA PUBLIC STORAGE 0.3%
Value ($000) $2,412 Shares 8,385 Est. Cost $257.13 Unrealized +0.2%
OGE OGE ENERGY CORP 0.3%
Value ($000) $2,379 Shares 66,650 Est. Cost $35.11 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $2,334 Shares 15,422 Est. Cost $120.23 Unrealized +20.5%
LOCO EL POLLO LOCO HOLDINGS INC 0.3%
Value ($000) $2,313 Shares 204,550 Est. Cost $14.08 Unrealized -29.3%
ADBE ADOBE SYSTEMS INC 0.3%
Value ($000) $2,305 Shares 4,150 Est. Cost $369.08 Unrealized +31.2%
ORI OLD REPUBLIC INTL CORP 0.3%
Value ($000) $2,297 Shares 74,350 Est. Cost $14.61 Unrealized +78.0%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $2,258 Shares 54,371 Est. Cost $51.62 Unrealized -20.5%
AZTA AZENTA INC 0.3%
Value ($000) $2,249 Shares 42,740 Est. Cost $47.08 Unrealized +13.5%
MDT MEDTRONIC PLC 0.3%
Value ($000) $2,191 Shares 27,837 Est. Cost $80.20 Unrealized -2.7%
MOS MOSAIC CO 0.3%
Value ($000) $2,056 Shares 71,150 Est. Cost $28.60 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $2,039 Shares 4,571 Est. Cost $350.65 Unrealized +20.9%
ENB ENBRIDGE INC 0.3%
Value ($000) $2,017 Shares 56,686 Est. Cost $29.65 Unrealized +9.2%
WTRG ESSENTIAL UTILITIES INC 0.3%
Value ($000) $1,995 Shares 53,438 Est. Cost $43.16 Unrealized -14.0%
AGCO AGCO CORP 0.3%
Value ($000) $1,960 Shares 20,025 Est. Cost $111.15 Unrealized -3.1%
BK BANK OF NEW YORK MELLON CORP 0.3%
Value ($000) $1,912 Shares 31,928 Est. Cost $36.31 Unrealized +53.5%
HAS HASBRO INC 0.2%
Value ($000) $1,834 Shares 31,350 Est. Cost $61.61 Unrealized -9.7%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $1,772 Shares 8,759 Est. Cost $109.68 Unrealized +72.5%
MCO MOODYS CORP 0.2%
Value ($000) $1,761 Shares 4,184 Est. Cost $182.51 Unrealized +115.3%
MLKN MILLERKNOLL INC 0.2%
Value ($000) $1,755 Shares 66,246 Est. Cost $24.49 Unrealized +1.2%
WEC WEC ENERGY GROUP 0.2%
Value ($000) $1,663 Shares 21,194 Est. Cost $71.73 Unrealized +7.1%
SNPS SYNOPSYS INC 0.2%
Value ($000) $1,636 Shares 2,750 Est. Cost $230.63 Unrealized +145.2%
ERIE ERIE INDEMNITY CO 0.2%
Value ($000) $1,636 Shares 4,515 Est. Cost $166.15 Unrealized +123.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,631 Shares 3,491 Est. Cost $359.23 Unrealized +22.9%
AME AMETEK INC 0.2%
Value ($000) $1,625 Shares 9,750 Est. Cost $38.40 Unrealized +344.8%
TJX TJX COMPANIES INC 0.2%
Value ($000) $1,618 Shares 14,700 Est. Cost $91.36 Unrealized +8.0%
EBAY EBAY INC 0.2%
Value ($000) $1,616 Shares 30,085 Est. Cost $43.10 Unrealized +17.7%
DEO DIAGEO PLC 0.2%
Value ($000) $1,544 Shares 12,249 Est. Cost $125.32 Unrealized
JOUT JOHNSON OUTDOORS INC 0.2%
Value ($000) $1,490 Shares 42,600 Est. Cost $38.65 Unrealized 0.0%
WVFC WVS FINANCIAL CORP 0.2%
Value ($000) $1,414 Shares 116,290 Est. Cost $8.33 Unrealized +42.7%
MDLZ MONDELEZ INTERNATIONAL INC 0.2%
Value ($000) $1,328 Shares 20,295 Est. Cost $27.72 Unrealized +135.0%
POWL POWELL INDUSTRIES INC 0.2%
Value ($000) $1,319 Shares 9,200 Est. Cost $30.45 Unrealized +409.6%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,287 Shares 16,531 Est. Cost $66.68 Unrealized +17.1%
SHEL SHELL PLC AMERICAN DEPOSITARY 0.2%
Value ($000) $1,240 Shares 17,175 Est. Cost $63.30 Unrealized
AMZN AMAZON.COM INC 0.2%
Value ($000) $1,228 Shares 6,356 Est. Cost $127.48 Unrealized +44.1%
VLO VALERO ENERGY CORP 0.2%
Value ($000) $1,226 Shares 7,818 Est. Cost $80.14 Unrealized +91.5%
UNILEVER PLC 0.2%
Value ($000) $1,219 Shares 22,167 Est. Cost $49.92 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $1,212 Shares 3,640 Est. Cost $166.00 Unrealized +104.0%
MPC MARATHON PETROLEUM CORP 0.2%
Value ($000) $1,173 Shares 6,764 Est. Cost $47.61 Unrealized +277.1%
TMO THERMO FISHER SCIENTIFIC 0.2%
Value ($000) $1,157 Shares 2,092 Est. Cost $287.34 Unrealized +98.3%
CHRW C H ROBINSON WORLDWIDE INC 0.2%
Value ($000) $1,120 Shares 12,705 Est. Cost $76.95 Unrealized -0.2%
PFE PFIZER INC 0.2%
Value ($000) $1,109 Shares 39,623 Est. Cost $34.28 Unrealized -27.7%
DE DEERE & CO 0.1%
Value ($000) $1,102 Shares 2,950 Est. Cost $156.44 Unrealized +143.2%
CPRT COPART INC 0.1%
Value ($000) $1,094 Shares 20,204 Est. Cost $31.04 Unrealized +75.9%
BMO BANK MONTREAL QUEBEC 0.1%
Value ($000) $1,088 Shares 12,975 Est. Cost $84.01 Unrealized +1.6%
BRK/B BERKSHIRE HATHAWAY INC - B 0.1%
Value ($000) $1,074 Shares 2,640 Est. Cost $227.28 Unrealized +79.8%
NVDA NVIDIA CORP 0.1%
Value ($000) $1,067 Shares 8,640 Est. Cost $92.82 Unrealized +8.9%
SHY ISHARES BARCLAYS 1-3 Y TREASUR 0.1%
Value ($000) $996 Shares 12,200 Est. Cost $84.46 Unrealized
GE GE AEROSPACE 0.1%
Value ($000) $988 Shares 6,217 Est. Cost $62.95 Unrealized +150.9%
CBRL CRACKER BARREL OLD COUNTRY STO 0.1%
Value ($000) $961 Shares 22,795 Est. Cost $77.42 Unrealized -33.5%
DLN WISDOMTREE TRUST US LARGE CAP 0.1%
Value ($000) $926 Shares 12,733 Est. Cost $72.19 Unrealized
UG UNITED GUARDIAN INC 0.1%
Value ($000) $920 Shares 102,877 Est. Cost $15.72 Unrealized -45.5%
TROW T ROWE PRICE GROUP INC 0.1%
Value ($000) $903 Shares 7,828 Est. Cost $114.23 Unrealized -7.3%
NEM NEWMONT MINING CORP 0.1%
Value ($000) $860 Shares 20,545 Est. Cost $39.69 Unrealized -0.2%
WWD WOODWARD INC 0.1%
Value ($000) $859 Shares 4,925 Est. Cost $95.86 Unrealized +75.8%
GOOGL ALPHABET INC CLASS A 0.1%
Value ($000) $852 Shares 4,675 Est. Cost $119.76 Unrealized +39.7%
CAJPY CANON INC 0.1%
Value ($000) $846 Shares 31,262 Est. Cost $20.37 Unrealized
ALCO ALICO INC 0.1%
Value ($000) $794 Shares 30,646 Est. Cost $27.14 Unrealized -1.5%
STE STERIS 0.1%
Value ($000) $785 Shares 3,575 Est. Cost $110.62 Unrealized +93.6%
CSX CSX CORP 0.1%
Value ($000) $774 Shares 23,125 Est. Cost $30.97 Unrealized +6.9%
PPL PPL CORP 0.1%
Value ($000) $761 Shares 27,506 Est. Cost $22.21 Unrealized +19.6%
EQH EQUITABLE HOLDINGS INC 0.1%
Value ($000) $756 Shares 18,500 Est. Cost $24.89 Unrealized +51.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $754 Shares 3,512 Est. Cost $106.98 Unrealized +109.6%
NWN NORTHWEST NATURAL HOLDING CO 0.1%
Value ($000) $753 Shares 20,850 Est. Cost $46.89 Unrealized -21.2%
AMGN AMGEN INC 0.1%
Value ($000) $743 Shares 2,377 Est. Cost $218.09 Unrealized +28.1%
AMCOR PLC 0.1%
Value ($000) $722 Shares 73,846 Est. Cost $8.68 Unrealized +5.6%
ITW ILLINOIS TOOL WORKS INC 0.1%
Value ($000) $710 Shares 2,996 Est. Cost $95.45 Unrealized +148.1%
TFX TELEFLEX INC 0.1%
Value ($000) $698 Shares 3,320 Est. Cost $150.64 Unrealized +37.0%
MRSH MARSH & MCLENNAN COMPANIES INC 0.1%
Value ($000) $685 Shares 3,250 Est. Cost $54.94 Unrealized +264.3%
COP CONOCOPHILLIPS 0.1%
Value ($000) $677 Shares 5,920 Est. Cost $50.93 Unrealized +126.6%
SAIC SCIENCE APPLICATIONS INTERNATI 0.1%
Value ($000) $674 Shares 5,735 Est. Cost $89.33 Unrealized +41.8%
TR TOOTSIE ROLL INDUSTRIES INC 0.1%
Value ($000) $673 Shares 22,023 Est. Cost $29.72 Unrealized -2.2%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $670 Shares 20,806 Est. Cost $31.37 Unrealized +3.7%
SO SOUTHERN CO 0.1%
Value ($000) $647 Shares 8,343 Est. Cost $46.49 Unrealized +54.4%
SXI STANDEX INTERNATIONAL CORP 0.1%
Value ($000) $645 Shares 4,000 Est. Cost $161.53 Unrealized +4.7%
ETN EATON CORP PLC 0.1%
Value ($000) $644 Shares 2,054 Est. Cost $151.84 Unrealized +109.0%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $644 Shares 2,697 Est. Cost $139.66 Unrealized +69.4%
RY ROYAL BANK OF CANADA 0.1%
Value ($000) $644 Shares 6,050 Est. Cost $84.09 Unrealized +22.3%
OGN ORGANON & CO 0.1%
Value ($000) $630 Shares 30,457 Est. Cost $26.02 Unrealized -28.3%
VXUS VANGUARD STAR FD VANGUARD TOTA 0.1%
Value ($000) $621 Shares 10,300 Est. Cost $63.59 Unrealized
BRK/A BERKSHIRE HATHAWAY INC - A 0.1%
Value ($000) $612 Shares 1 Est. Cost $616493.94 Unrealized 0.0%
TRMB TRIMBLE INC 0.1%
Value ($000) $587 Shares 10,500 Est. Cost $46.05 Unrealized +25.3%
VUG VANGUARD INDEX GRWTH 0.1%
Value ($000) $577 Shares 1,542 Est. Cost $307.39 Unrealized
FRT FEDERAL REALTY INVESTMENT TRUS 0.1%
Value ($000) $573 Shares 5,675 Est. Cost $102.27 Unrealized -8.4%
LW LAMB WESTON HOLDINGS INC 0.1%
Value ($000) $569 Shares 6,771 Est. Cost $82.13 Unrealized 0.0%
BF/B BROWN-FORMAN CORP CLASS B 0.1%
Value ($000) $561 Shares 12,996 Est. Cost $54.05 Unrealized -16.8%
NEOG NEOGEN CORP 0.1%
Value ($000) $557 Shares 35,624 Est. Cost $25.38 Unrealized -45.2%
FHI FEDERATED HERMES INC 0.1%
Value ($000) $535 Shares 16,275 Est. Cost $19.42 Unrealized +61.0%
LOW LOWE'S COMPANIES INC 0.1%
Value ($000) $534 Shares 2,423 Est. Cost $194.73 Unrealized +13.7%
CKX CKX LANDS INC 0.1%
Value ($000) $533 Shares 39,500 Est. Cost $13.67 Unrealized +1.0%
ACN ACCENTURE PLC 0.1%
Value ($000) $528 Shares 1,740 Est. Cost $164.69 Unrealized +81.8%
RTX RTX CORPORATION 0.1%
Value ($000) $521 Shares 5,187 Est. Cost $88.39 Unrealized +13.3%
META META PLATFORMS INC 0.1%
Value ($000) $514 Shares 1,020 Est. Cost $176.82 Unrealized +173.3%
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $512 Shares 2,170 Est. Cost $130.55 Unrealized +61.9%
ONC BEIGENE LTD 0.1%
Value ($000) $506 Shares 3,550 Est. Cost $180.36 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.1%
Value ($000) $504 Shares 7,000 Est. Cost $84.71 Unrealized
T AT&T INC 0.1%
Value ($000) $496 Shares 25,953 Est. Cost $14.67 Unrealized +10.2%
YUM YUM BRANDS INC 0.1%
Value ($000) $494 Shares 3,727 Est. Cost $128.74 Unrealized +3.5%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $493 Shares 1,271 Est. Cost $423.68 Unrealized -6.5%
DHR DANAHER CORP 0.1%
Value ($000) $477 Shares 1,910 Est. Cost $163.49 Unrealized +53.1%
V VISA INC CLASS A 0.1%
Value ($000) $474 Shares 1,807 Est. Cost $239.48 Unrealized +13.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $473 Shares 10,381 Est. Cost $36.18 Unrealized +8.1%
CARR CARRIER GLOBAL CORPORATION 0.1%
Value ($000) $442 Shares 7,007 Est. Cost $44.91 Unrealized +34.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $441 Shares 1,729 Est. Cost $246.51 Unrealized +3.5%
BFST BUSINESS FIRST BANCSHARES INC 0.1%
Value ($000) $435 Shares 20,000 Est. Cost $18.68 Unrealized +7.1%
DOCU DOCUSIGN INC 0.1%
Value ($000) $427 Shares 7,990 Est. Cost $83.70 Unrealized -32.6%
MAR MARRIOT INTERNATIONAL INC 0.1%
Value ($000) $417 Shares 1,725 Est. Cost $176.20 Unrealized +34.0%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $413 Shares 9,568 Est. Cost $30.63 Unrealized +24.3%
MDY S&P MIDCAP 400 SPDR ETF 0.1%
Value ($000) $400 Shares 748 Est. Cost $413.40 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $390 Shares 4,334 Est. Cost $91.03 Unrealized +6.2%
SNA SNAP-ON INC 0.1%
Value ($000) $372 Shares 1,424 Est. Cost $197.51 Unrealized +33.1%
MHK MOHWAK INDUSTRIES INC 0.0%
Value ($000) $369 Shares 3,250 Est. Cost $112.34 Unrealized +3.5%
SYK STRYKER CORP 0.0%
Value ($000) $363 Shares 1,066 Est. Cost $263.88 Unrealized +26.3%
ORCL ORACLE CORP 0.0%
Value ($000) $362 Shares 2,564 Est. Cost $113.03 Unrealized +8.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $358 Shares 4,004 Est. Cost $85.16 Unrealized +3.1%
O REALTY INCOME CORP 0.0%
Value ($000) $357 Shares 6,750 Est. Cost $50.04 Unrealized -2.8%
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $355 Shares 4,043 Est. Cost $67.76 Unrealized +21.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $333 Shares 7,052 Est. Cost $48.44 Unrealized -5.1%
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $329 Shares 5,665 Est. Cost $121.13 Unrealized -47.6%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $325 Shares 382 Est. Cost $490.89 Unrealized +57.6%
QQQ INVESCO QQQ TR UNIT SER 1 0.0%
Value ($000) $314 Shares 655 Est. Cost $444.01 Unrealized
DVY ISHARES DOW JONES SELECT DIV 0.0%
Value ($000) $293 Shares 2,422 Est. Cost $123.18 Unrealized
WDFC WD 40 CO 0.0%
Value ($000) $286 Shares 1,300 Est. Cost $167.37 Unrealized +34.0%
AFL AFLAC INC 0.0%
Value ($000) $285 Shares 3,186 Est. Cost $77.73 Unrealized +6.9%
NKE NIKE INC CL B 0.0%
Value ($000) $280 Shares 3,709 Est. Cost $108.56 Unrealized -17.4%
GEV GE VERNOVA INC 0.0%
Value ($000) $265 Shares 1,544 Est. Cost $158.10 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $263 Shares 250 Est. Cost $781.58 Unrealized +23.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $258 Shares 3,758 Est. Cost $59.81 Unrealized +5.6%
CMCSA COMCAST CORP 0.0%
Value ($000) $258 Shares 6,577 Est. Cost $36.65 Unrealized +1.3%
MMM 3M CO 0.0%
Value ($000) $249 Shares 2,433 Est. Cost $95.56 Unrealized -1.3%
TTD THE TRADE DESK INC 0.0%
Value ($000) $244 Shares 2,500 Est. Cost $75.77 Unrealized +19.1%
DOW DOW INC 0.0%
Value ($000) $240 Shares 4,525 Est. Cost $47.17 Unrealized +8.5%
TIP ISHARES BARCLAYS TREASURY INFL 0.0%
Value ($000) $240 Shares 2,243 Est. Cost $122.81 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $235 Shares 1,850 Est. Cost $131.24 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $235 Shares 532 Est. Cost $370.78 Unrealized +21.8%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $233 Shares 864 Est. Cost $46.42 Unrealized +12.7%
IJR ISHARES S&P SMALL CAP ETF 0.0%
Value ($000) $229 Shares 2,148 Est. Cost $110.52 Unrealized
IFF INTL FLAVOR & FRAGRANCES INC 0.0%
Value ($000) $228 Shares 2,394 Est. Cost $68.80 Unrealized +28.6%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $225 Shares 4,050 Est. Cost $47.03 Unrealized +21.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $223 Shares 2,860 Est. Cost $77.99 Unrealized
AVT AVNET INC 0.0%
Value ($000) $216 Shares 4,200 Est. Cost $41.09 Unrealized +19.3%
WM WASTE MANAGEMENT INC. 0.0%
Value ($000) $215 Shares 1,008 Est. Cost $191.03 Unrealized +6.2%
AVGO BROADCOM INC 0.0%
Value ($000) $210 Shares 131 Est. Cost $137.66 Unrealized 0.0%
DKS DICKS SPORTING GOODS INC 0.0%
Value ($000) $209 Shares 972 Est. Cost $200.67 Unrealized 0.0%
CB CHUBB LTD 0.0%
Value ($000) $204 Shares 800 Est. Cost $241.21 Unrealized +4.8%
DOV DOVER CORPORATION 0.0%
Value ($000) $202 Shares 1,120 Est. Cost $175.81 Unrealized 0.0%
CI CIGNA CORPORATION 0.0%
Value ($000) $201 Shares 608 Est. Cost $317.75 Unrealized +5.2%
WSO WATSCO INC 0.0%
Value ($000) $201 Shares 433 Est. Cost $457.10 Unrealized 0.0%
MBC MASTERBRAND INC 0.0%
Value ($000) $190 Shares 12,912 Est. Cost $8.22 Unrealized +101.5%
ZIMVIE INC 0.0%
Value ($000) $184 Shares 10,075 Est. Cost $10.31 Unrealized
GTX GARRETT MOTION INC 0.0%
Value ($000) $173 Shares 20,100 Est. Cost $7.72 Unrealized +19.7%
INVESCO VAN KAMPEN PA MUNI 0.0%
Value ($000) $161 Shares 14,811 Est. Cost $8.95 Unrealized
HBAN HUNTINGTON BANCSHRES INC 0.0%
Value ($000) $151 Shares 11,450 Est. Cost $10.09 Unrealized +24.4%
HCSG HEALTHCARE SVCS GROUP 0.0%
Value ($000) $140 Shares 13,245 Est. Cost $25.81 Unrealized -57.0%