DAVIS R M INC Diversified Active

Location: Portland, ME

CIK: 0000891287 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $5.634B (100.0% shares, 0.0% debt)

Holdings (273)

SPY STATE STR SPDR S&P 500 ETF T 5.7%
Value $319M Shares 489,080 Est. Cost Unrealized
AAPL APPLE INC 5.2%
Value $292M Shares 1,151,352 Est. Cost Unrealized
GOOGL ALPHABET INC 4.6%
Value $259M Shares 900,626 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 4.5%
Value $251M Shares 1,438,997 Est. Cost Unrealized
IJH ISHARES TR 4.4%
Value $247M Shares 3,660,276 Est. Cost Unrealized
MSFT MICROSOFT CORP 3.1%
Value $177M Shares 476,890 Est. Cost Unrealized
APH AMPHENOL CORP 3.0%
Value $172M Shares 1,356,402 Est. Cost Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.9%
Value $166M Shares 2,590,950 Est. Cost Unrealized
VB VANGUARD INDEX FDS 2.8%
Value $159M Shares 607,527 Est. Cost Unrealized
AMZN AMAZON COM INC 2.5%
Value $141M Shares 675,465 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 2.2%
Value $123M Shares 257,674 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 2.0%
Value $112M Shares 699,810 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 1.9%
Value $110M Shares 373,195 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 1.9%
Value $109M Shares 109,233 Est. Cost Unrealized
TJX TJX COS INC NEW 1.9%
Value $106M Shares 666,676 Est. Cost Unrealized
V VISA INC 1.6%
Value $90.44M Shares 299,217 Est. Cost Unrealized
CB CHUBB LTD SWITZ 1.4%
Value $80.61M Shares 246,632 Est. Cost Unrealized
XOM EXXON MOBIL CORP 1.3%
Value $76M Shares 447,968 Est. Cost Unrealized
META META PLATFORMS INC 1.3%
Value $74.13M Shares 129,575 Est. Cost Unrealized
LIN LINDE PLC 1.3%
Value $73.62M Shares 148,509 Est. Cost Unrealized
ASML ASML HLDG NV 1.2%
Value $67.53M Shares 51,127 Est. Cost Unrealized
AME AMETEK INC 1.2%
Value $65.83M Shares 307,111 Est. Cost Unrealized
ETN EATON CORP PLC 1.2%
Value $65.73M Shares 183,775 Est. Cost Unrealized
NEE NEXTERA ENERGY INC 1.1%
Value $64.72M Shares 696,817 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 1.1%
Value $63.64M Shares 391,757 Est. Cost Unrealized
RTX RTX CORPORATION 1.1%
Value $62.03M Shares 321,546 Est. Cost Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value $60.51M Shares 122,992 Est. Cost Unrealized
INTU INTUIT 1.1%
Value $59.2M Shares 136,910 Est. Cost Unrealized
IWV ISHARES TR 1.1%
Value $59.19M Shares 159,675 Est. Cost Unrealized
DHR DANAHER CORP DEL 1.0%
Value $58.91M Shares 310,064 Est. Cost Unrealized
AVGO BROADCOM INC 1.0%
Value $58.8M Shares 189,986 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value $58.48M Shares 239,245 Est. Cost Unrealized
PSX PHILLIPS 66 1.0%
Value $58.05M Shares 318,620 Est. Cost Unrealized
LLY ELI LILLY & CO 1.0%
Value $56.11M Shares 60,999 Est. Cost Unrealized
HD HOME DEPOT INC 1.0%
Value $54.27M Shares 165,016 Est. Cost Unrealized
IDXX IDEXX LABS INC 0.9%
Value $51.67M Shares 91,963 Est. Cost Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.9%
Value $50.38M Shares 255,075 Est. Cost Unrealized
AMT AMERICAN TOWER CORP 0.9%
Value $49.9M Shares 289,155 Est. Cost Unrealized
GS GOLDMAN SACHS GROUP INC 0.8%
Value $47.85M Shares 56,564 Est. Cost Unrealized
PEP PEPSICO INC 0.8%
Value $47.79M Shares 307,754 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value $47.58M Shares 329,437 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.8%
Value $46.73M Shares 353,992 Est. Cost Unrealized
SYK STRYKER CORPORATION 0.8%
Value $46.7M Shares 141,753 Est. Cost Unrealized
MTD METTLER TOLEDO INTERNATIONAL 0.8%
Value $46.6M Shares 36,951 Est. Cost Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.7%
Value $41.33M Shares 303,664 Est. Cost Unrealized
AON AON PLC 0.7%
Value $41.26M Shares 127,830 Est. Cost Unrealized
GOOG ALPHABET INC 0.7%
Value $40.5M Shares 141,176 Est. Cost Unrealized
NOC NORTHROP GRUMMAN CORP 0.7%
Value $40.4M Shares 59,224 Est. Cost Unrealized
BAC BANK AMERICA CORP 0.7%
Value $40.28M Shares 826,326 Est. Cost Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.7%
Value $39.9M Shares 531,338 Est. Cost Unrealized
UNP UNION PAC CORP 0.7%
Value $39.49M Shares 162,773 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.7%
Value $38.16M Shares 842,445 Est. Cost Unrealized
GE GE AEROSPACE 0.6%
Value $34.98M Shares 123,066 Est. Cost Unrealized
BSCR INVESCO EXCH TRD SLF IDX FD 0.6%
Value $33.87M Shares 1,725,794 Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.5%
Value $30.03M Shares 83,675 Est. Cost Unrealized
MRVL MARVELL TECHNOLOGY INC 0.5%
Value $29.95M Shares 302,409 Est. Cost Unrealized
NFLX NETFLIX INC. 0.5%
Value $29.18M Shares 303,508 Est. Cost Unrealized
QCOM QUALCOMM INC 0.5%
Value $29.03M Shares 225,390 Est. Cost Unrealized
EQIX EQUINIX INC 0.5%
Value $28.62M Shares 29,198 Est. Cost Unrealized
DE DEERE & CO 0.5%
Value $27.65M Shares 48,948 Est. Cost Unrealized
ROP ROPER TECHNOLOGIES INC 0.5%
Value $27.2M Shares 76,879 Est. Cost Unrealized
BSCS INVESCO EXCH TRD SLF IDX FD 0.5%
Value $26.48M Shares 1,296,772 Est. Cost Unrealized
SHW SHERWIN WILLIAMS CO 0.5%
Value $26.47M Shares 82,567 Est. Cost Unrealized
ISRG INTUITIVE SURGICAL INC 0.5%
Value $26.08M Shares 56,581 Est. Cost Unrealized
MDT MEDTRONIC PLC 0.4%
Value $24.58M Shares 281,484 Est. Cost Unrealized
IWB ISHARES TR 0.4%
Value $21.01M Shares 58,937 Est. Cost Unrealized
BSCQ INVESCO EXCH TRD SLF IDX FD 0.4%
Value $20.33M Shares 1,040,832 Est. Cost Unrealized
RBC RBC BEARINGS INC 0.4%
Value $20.08M Shares 36,969 Est. Cost Unrealized
BSCT INVESCO EXCH TRD SLF IDX FD 0.3%
Value $18.2M Shares 975,287 Est. Cost Unrealized
MUNI PIMCO ETF TR 0.3%
Value $17.46M Shares 334,459 Est. Cost Unrealized
NOW SERVICENOW INC 0.3%
Value $16.89M Shares 161,587 Est. Cost Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value $16M Shares 49,865 Est. Cost Unrealized
ECL ECOLAB INC 0.3%
Value $15.25M Shares 57,152 Est. Cost Unrealized
CME CME GROUP INC 0.3%
Value $14.73M Shares 49,858 Est. Cost Unrealized
CAT CATERPILLAR INC 0.2%
Value $13.55M Shares 19,121 Est. Cost Unrealized
BSCU INVESCO EXCH TRD SLF IDX FD 0.2%
Value $13.52M Shares 808,747 Est. Cost Unrealized
TOL TOLL BROTHERS INC 0.2%
Value $13.38M Shares 98,016 Est. Cost Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value $8.065M Shares 124,828 Est. Cost Unrealized
BSCV INVESCO EXCH TRD SLF IDX FD 0.1%
Value $6.947M Shares 422,068 Est. Cost Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value $6.713M Shares 33,856 Est. Cost Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $6.383M Shares 29,682 Est. Cost Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value $5.993M Shares 54,994 Est. Cost Unrealized
IGSB ISHARES TR 0.1%
Value $5.869M Shares 111,666 Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $5.827M Shares 28,162 Est. Cost Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value $5.741M Shares 231,974 Est. Cost Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $5.517M Shares 9,233 Est. Cost Unrealized
IVV ISHARES TR 0.1%
Value $5.187M Shares 7,942 Est. Cost Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $5.12M Shares 94,719 Est. Cost Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $4.917M Shares 24,014 Est. Cost Unrealized
IWF ISHARES TR 0.1%
Value $4.657M Shares 10,922 Est. Cost Unrealized
MDY STATE STR SPDR S&P MIDCAP 40 0.1%
Value $4.204M Shares 6,800 Est. Cost Unrealized
MKC MCCORMICK & CO INC 0.1%
Value $4.08M Shares 80,883 Est. Cost Unrealized
ABBV ABBVIE INC 0.1%
Value $3.893M Shares 17,900 Est. Cost Unrealized
ORCL ORACLE CORP 0.1%
Value $3.792M Shares 25,780 Est. Cost Unrealized
MCD MCDONALDS CORP 0.1%
Value $3.68M Shares 11,840 Est. Cost Unrealized
MRK MERCK & CO INC 0.1%
Value $2.95M Shares 24,395 Est. Cost Unrealized
VSGX VANGUARD WORLD FD 0.1%
Value $2.868M Shares 39,983 Est. Cost Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value $2.764M Shares 6,328 Est. Cost Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value $2.747M Shares 14,312 Est. Cost Unrealized
WMT WALMART INC 0.0%
Value $2.738M Shares 22,003 Est. Cost Unrealized
ESGV VANGUARD WORLD FD 0.0%
Value $2.714M Shares 24,177 Est. Cost Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value $2.639M Shares 30,969 Est. Cost Unrealized
IJR ISHARES TR 0.0%
Value $2.471M Shares 19,875 Est. Cost Unrealized
LOW LOWES COS INC 0.0%
Value $2.433M Shares 10,295 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value $2.394M Shares 9,876 Est. Cost Unrealized
AMGN AMGEN INC 0.0%
Value $2.352M Shares 6,685 Est. Cost Unrealized
BSCW INVESCO EXCH TRD SLF IDX FD 0.0%
Value $2.248M Shares 109,188 Est. Cost Unrealized
SBUX STARBUCKS CORP 0.0%
Value $2.221M Shares 24,792 Est. Cost Unrealized
IGIB ISHARES TR 0.0%
Value $2.173M Shares 40,830 Est. Cost Unrealized
GLW CORNING INC 0.0%
Value $2.17M Shares 15,958 Est. Cost Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $2.15M Shares 3,082 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value $2.061M Shares 20,073 Est. Cost Unrealized
OSK OSHKOSH CORP 0.0%
Value $2.046M Shares 13,900 Est. Cost Unrealized
SMMU PIMCO ETF TR 0.0%
Value $2.021M Shares 40,051 Est. Cost Unrealized
IWM ISHARES TR 0.0%
Value $2.013M Shares 8,115 Est. Cost Unrealized
TSLA TESLA INC 0.0%
Value $1.998M Shares 5,373 Est. Cost Unrealized
QQQ INVESCO QQQ TR 0.0%
Value $1.99M Shares 3,448 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $1.909M Shares 11,498 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value $1.886M Shares 6,571 Est. Cost Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $1.865M Shares 3,732 Est. Cost Unrealized
DIS DISNEY WALT CO 0.0%
Value $1.819M Shares 18,871 Est. Cost Unrealized
CSCO CISCO SYS INC 0.0%
Value $1.793M Shares 23,103 Est. Cost Unrealized
IWR ISHARES TR 0.0%
Value $1.693M Shares 17,409 Est. Cost Unrealized
SPGI S&P GLOBAL INC 0.0%
Value $1.692M Shares 3,978 Est. Cost Unrealized
EFA ISHARES TR 0.0%
Value $1.669M Shares 17,181 Est. Cost Unrealized
VTV VANGUARD INDEX FDS 0.0%
Value $1.662M Shares 8,471 Est. Cost Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $1.651M Shares 21,412 Est. Cost Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value $1.645M Shares 12,380 Est. Cost Unrealized
EMR EMERSON ELEC CO 0.0%
Value $1.544M Shares 11,785 Est. Cost Unrealized
KO COCA COLA CO 0.0%
Value $1.465M Shares 19,154 Est. Cost Unrealized
TEL TE CONNECTIVITY PLC 0.0%
Value $1.447M Shares 6,922 Est. Cost Unrealized
HSY HERSHEY CO 0.0%
Value $1.427M Shares 6,864 Est. Cost Unrealized
USB US BANCORP 0.0%
Value $1.422M Shares 27,087 Est. Cost Unrealized
CSX CSX CORP 0.0%
Value $1.337M Shares 32,566 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value $1.332M Shares 5,088 Est. Cost Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $1.281M Shares 32,958 Est. Cost Unrealized
AMAT APPLIED MATLS INC 0.0%
Value $1.276M Shares 3,734 Est. Cost Unrealized
NKE NIKE INC 0.0%
Value $1.271M Shares 23,811 Est. Cost Unrealized
HON HONEYWELL INTL INC 0.0%
Value $1.268M Shares 5,611 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value $1.233M Shares 42,937 Est. Cost Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value $1.207M Shares 12,845 Est. Cost Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.0%
Value $1.174M Shares 20,059 Est. Cost Unrealized
BSCX INVESCO EXCH TRD SLF IDX FD 0.0%
Value $1.169M Shares 55,294 Est. Cost Unrealized
IAU ISHARES GOLD TR 0.0%
Value $1.131M Shares 12,833 Est. Cost Unrealized
XBI SPDR SERIES TRUST 0.0%
Value $1.11M Shares 8,690 Est. Cost Unrealized
IEFA ISHARES TR 0.0%
Value $1.092M Shares 12,065 Est. Cost Unrealized
T AT&T INC 0.0%
Value $1.088M Shares 37,538 Est. Cost Unrealized
GLD SPDR GOLD TR 0.0%
Value $1.086M Shares 2,524 Est. Cost Unrealized
BLK BLACKROCK INC 0.0%
Value $1.013M Shares 1,053 Est. Cost Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value $968K Shares 19,604 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $959K Shares 4,713 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $926K Shares 4,028 Est. Cost Unrealized
MO ALTRIA GROUP INC 0.0%
Value $909K Shares 13,706 Est. Cost Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value $896K Shares 1,001 Est. Cost Unrealized
MS MORGAN STANLEY 0.0%
Value $893K Shares 5,425 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $884K Shares 3,267 Est. Cost Unrealized
FOXA FOX CORP 0.0%
Value $880K Shares 15,075 Est. Cost Unrealized
HWM HOWMET AEROSPACE INC 0.0%
Value $878K Shares 3,808 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value $864K Shares 2,962 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $841K Shares 16,762 Est. Cost Unrealized
CMI CUMMINS INC 0.0%
Value $834K Shares 1,550 Est. Cost Unrealized
IVW ISHARES TR 0.0%
Value $799K Shares 7,063 Est. Cost Unrealized
ITOT ISHARES TR 0.0%
Value $792K Shares 5,560 Est. Cost Unrealized
IWP ISHARES TR 0.0%
Value $789K Shares 6,161 Est. Cost Unrealized
WFC WELLS FARGO & CO 0.0%
Value $789K Shares 9,906 Est. Cost Unrealized
BX BLACKSTONE INC 0.0%
Value $784K Shares 6,820 Est. Cost Unrealized
NTRS NORTHERN TR CORP 0.0%
Value $778K Shares 5,547 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $765K Shares 1,265 Est. Cost Unrealized
IWS ISHARES TR 0.0%
Value $748K Shares 5,132 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $743K Shares 2,152 Est. Cost Unrealized
GEV GE VERNOVA INC 0.0%
Value $729K Shares 835 Est. Cost Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.0%
Value $718K Shares 1 Est. Cost Unrealized
IWD ISHARES TR 0.0%
Value $686K Shares 3,211 Est. Cost Unrealized
APD AIR PRODUCTS AND CHEMICALS I 0.0%
Value $661K Shares 2,275 Est. Cost Unrealized
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $657K Shares 5,000 Est. Cost Unrealized
NVT NVENT ELEC PLC 0.0%
Value $639K Shares 5,400 Est. Cost Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value $635K Shares 10,958 Est. Cost Unrealized
ALL ALLSTATE CORP 0.0%
Value $632K Shares 3,034 Est. Cost Unrealized
BND VANGUARD BD INDEX FDS 0.0%
Value $621K Shares 8,433 Est. Cost Unrealized
BA BOEING CO 0.0%
Value $615K Shares 3,091 Est. Cost Unrealized
SHEL SHELL PLC 0.0%
Value $605K Shares 6,500 Est. Cost Unrealized
VLO VALERO ENERGY CORP 0.0%
Value $603K Shares 2,441 Est. Cost Unrealized
TROW PRICE T ROWE GROUP INC 0.0%
Value $594K Shares 6,590 Est. Cost Unrealized
NDSN NORDSON CORP 0.0%
Value $573K Shares 2,147 Est. Cost Unrealized
XYL XYLEM INC 0.0%
Value $572K Shares 4,789 Est. Cost Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $566K Shares 3,599 Est. Cost Unrealized
TD TORONTO DOMINION BK ONT 0.0%
Value $555K Shares 5,949 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value $553K Shares 1,612 Est. Cost Unrealized
TYL TYLER TECHNOLOGIES INC 0.0%
Value $553K Shares 1,615 Est. Cost Unrealized
MPC MARATHON PETE CORP 0.0%
Value $553K Shares 2,264 Est. Cost Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $535K Shares 17,437 Est. Cost Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $517K Shares 2,419 Est. Cost Unrealized
DVY ISHARES TR 0.0%
Value $502K Shares 3,318 Est. Cost Unrealized
CIBR FIRST TR EXCHANGE-TRADED FD 0.0%
Value $502K Shares 8,006 Est. Cost Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value $501K Shares 1,121 Est. Cost Unrealized
VO VANGUARD INDEX FDS 0.0%
Value $499K Shares 1,739 Est. Cost Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $497K Shares 1,825 Est. Cost Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.0%
Value $497K Shares 6,000 Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.0%
Value $492K Shares 5,000 Est. Cost Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value $461K Shares 1,790 Est. Cost Unrealized
MMM 3M CO 0.0%
Value $455K Shares 3,135 Est. Cost Unrealized
STX SEAGATE TECHNOLOGY HLDNGS PL 0.0%
Value $454K Shares 1,157 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value $449K Shares 3,428 Est. Cost Unrealized
PNR PENTAIR PLC 0.0%
Value $436K Shares 5,005 Est. Cost Unrealized
INTC INTEL CORP 0.0%
Value $432K Shares 9,782 Est. Cost Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value $412K Shares 3,471 Est. Cost Unrealized
CRM SALESFORCE INC 0.0%
Value $409K Shares 2,191 Est. Cost Unrealized
TXN TEXAS INSTRS INC 0.0%
Value $405K Shares 2,088 Est. Cost Unrealized
OKE ONEOK INC NEW 0.0%
Value $397K Shares 4,397 Est. Cost Unrealized
BSCY INVESCO EXCH TRD SLF IDX FD 0.0%
Value $391K Shares 18,878 Est. Cost Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value $389K Shares 3,980 Est. Cost Unrealized
HUBB HUBBELL INC 0.0%
Value $383K Shares 780 Est. Cost Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value $381K Shares 975 Est. Cost Unrealized
FIX COMFORT SYS USA INC 0.0%
Value $381K Shares 276 Est. Cost Unrealized
FAST FASTENAL CO 0.0%
Value $379K Shares 8,165 Est. Cost Unrealized
PFE PFIZER INC 0.0%
Value $373K Shares 13,297 Est. Cost Unrealized
VYM VANGUARD WHITEHALL FDS 0.0%
Value $370K Shares 2,495 Est. Cost Unrealized
BANK AMERICA CORP 0.0%
Value $369K Shares 310 Est. Cost Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $369K Shares 6,020 Est. Cost Unrealized
J JACOBS SOLUTIONS INC 0.0%
Value $362K Shares 2,842 Est. Cost Unrealized
BSV VANGUARD BD INDEX FDS 0.0%
Value $353K Shares 4,500 Est. Cost Unrealized
CTVA CORTEVA INC 0.0%
Value $352K Shares 4,209 Est. Cost Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $350K Shares 9,251 Est. Cost Unrealized
BSCZ INVESCO EXCH TRD SLF IDX FD 0.0%
Value $346K Shares 16,874 Est. Cost Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $345K Shares 1,991 Est. Cost Unrealized
KKR KKR & CO INC 0.0%
Value $342K Shares 3,700 Est. Cost Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value $342K Shares 1,011 Est. Cost Unrealized
ZTS ZOETIS INC 0.0%
Value $341K Shares 2,883 Est. Cost Unrealized
AZN ASTRAZENECA PLC 0.0%
Value $339K Shares 1,721 Est. Cost Unrealized
IRM IRON MTN INC DEL 0.0%
Value $339K Shares 3,318 Est. Cost Unrealized
VLTO VERALTO CORP 0.0%
Value $332K Shares 3,748 Est. Cost Unrealized
C CITIGROUP INC 0.0%
Value $328K Shares 2,892 Est. Cost Unrealized
ENB ENBRIDGE INC 0.0%
Value $322K Shares 5,951 Est. Cost Unrealized
SPMD SPDR SERIES TRUST 0.0%
Value $318K Shares 5,371 Est. Cost Unrealized
SAP SAP SE 0.0%
Value $317K Shares 1,849 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $310K Shares 916 Est. Cost Unrealized
ET ENERGY TRANSFER L P 0.0%
Value $307K Shares 15,928 Est. Cost Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value $303K Shares 2,174 Est. Cost Unrealized
HOLX HOLOGIC INC 0.0%
Value $302K Shares 3,995 Est. Cost Unrealized
GSG ISHARES S&P GSCI COMMODITY- 0.0%
Value $295K Shares 9,150 Est. Cost Unrealized
IWO ISHARES TR 0.0%
Value $292K Shares 930 Est. Cost Unrealized
DGRO ISHARES TR 0.0%
Value $289K Shares 4,120 Est. Cost Unrealized
EOG EOG RES INC 0.0%
Value $288K Shares 1,993 Est. Cost Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value $277K Shares 3,120 Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $276K Shares 911 Est. Cost Unrealized
ESGU ISHARES TR 0.0%
Value $268K Shares 1,894 Est. Cost Unrealized
NVS NOVARTIS AG 0.0%
Value $267K Shares 1,747 Est. Cost Unrealized
VMC VULCAN MATLS CO 0.0%
Value $265K Shares 975 Est. Cost Unrealized
DGX QUEST DIAGNOSTICS INC 0.0%
Value $264K Shares 1,347 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $257K Shares 4,245 Est. Cost Unrealized
SO SOUTHERN CO 0.0%
Value $255K Shares 2,646 Est. Cost Unrealized
MOAT VANECK ETF TRUST 0.0%
Value $253K Shares 2,620 Est. Cost Unrealized
MCK MCKESSON CORP 0.0%
Value $248K Shares 287 Est. Cost Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $244K Shares 1,175 Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 0.0%
Value $244K Shares 887 Est. Cost Unrealized
Q QNITY ELECTRONICS INC 0.0%
Value $237K Shares 2,056 Est. Cost Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value $236K Shares 2,300 Est. Cost Unrealized
VDC VANGUARD WORLD FD 0.0%
Value $236K Shares 1,050 Est. Cost Unrealized
CAC CAMDEN NATL CORP 0.0%
Value $233K Shares 4,900 Est. Cost Unrealized
TFC TRUIST FINL CORP 0.0%
Value $227K Shares 4,934 Est. Cost Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value $224K Shares 1,106 Est. Cost Unrealized
QAI NEW YORK LIFE INVESTMENTS ET 0.0%
Value $223K Shares 6,545 Est. Cost Unrealized
IDU ISHARES TR 0.0%
Value $221K Shares 1,900 Est. Cost Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value $217K Shares 1,479 Est. Cost Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $213K Shares 2,777 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value $211K Shares 8,800 Est. Cost Unrealized
YUM YUM BRANDS INC 0.0%
Value $209K Shares 1,346 Est. Cost Unrealized
IVE ISHARES TR 0.0%
Value $207K Shares 982 Est. Cost Unrealized
EEM ISHARES TR 0.0%
Value $205K Shares 3,616 Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value $205K Shares 627 Est. Cost Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value $205K Shares 767 Est. Cost Unrealized
EME EMCOR GROUP INC 0.0%
Value $202K Shares 274 Est. Cost Unrealized
MFS HIGH INCOME MUN TR 0.0%
Value $85,716 Shares 23,104 Est. Cost Unrealized