Beese Fulmer Investment Management

Latest statistics and disclosures from Beese Fulmer Investment Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Beese Fulmer Investment Management

Beese Fulmer Investment Management holds 435 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $82M 323k 253.79
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Microsoft Corporation (MSFT) 3.4 $53M 144k 370.17
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Broadcom (AVGO) 3.3 $52M 168k 309.51
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Alphabet Cap Stk Cl A (GOOGL) 2.8 $44M 152k 287.56
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Amazon (AMZN) 2.5 $39M 189k 208.27
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Alphabet Cap Stk Cl C (GOOG) 2.2 $35M -4% 122k 286.86
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Exxon Mobil Corporation (XOM) 2.2 $35M -50% 204k 169.66
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Raytheon Technologies Corp (RTX) 2.2 $34M 176k 192.90
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Johnson & Johnson (JNJ) 2.1 $33M -2% 136k 244.44
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Mastercard Incorporated Cl A (MA) 2.1 $33M 66k 499.66
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Costco Wholesale Corporation (COST) 2.0 $31M -49% 31k 996.42
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $29M -3% 61k 479.20
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Dell Technologies CL C (DELL) 1.9 $29M 176k 164.13
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TJX Companies (TJX) 1.8 $29M 180k 159.70
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JPMorgan Chase & Co. (JPM) 1.8 $28M 94k 294.16
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O'reilly Automotive (ORLY) 1.7 $27M 294k 92.31
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Kla Corp Com New (KLAC) 1.6 $26M -2% 17k 1472.44
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Cummins (CMI) 1.5 $24M 44k 538.03
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Goldman Sachs (GS) 1.4 $22M 26k 845.99
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NVIDIA Corporation (NVDA) 1.4 $22M +328% 125k 174.41
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Meta Platforms Cl A (META) 1.4 $21M -48% 37k 572.12
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Netflix (NFLX) 1.3 $21M +3% 213k 96.15
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Chevron Corporation (CVX) 1.3 $20M 98k 206.90
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Chubb (CB) 1.3 $20M -49% 61k 326.90
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Philip Morris International (PM) 1.3 $20M -49% 118k 166.80
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $19M +11% 244k 79.27
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Micron Technology (MU) 1.2 $19M +8% 56k 337.84
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Arista Networks Com Shs (ANET) 1.2 $19M 152k 122.78
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Eaton Corp SHS (ETN) 1.2 $19M 52k 357.67
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Procter & Gamble Company (PG) 1.1 $18M 124k 144.44
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McDonald's Corporation (MCD) 1.1 $18M -50% 57k 310.79
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Intercontinental Exchange (ICE) 1.0 $16M +2% 103k 157.28
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Linde SHS (LIN) 1.0 $16M 32k 495.76
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Stryker Corporation (SYK) 1.0 $15M +2% 47k 328.59
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Ishares Tr S&p 500 Val Etf (IVE) 0.9 $14M +4% 68k 211.15
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International Business Machines (IBM) 0.9 $14M +440% 58k 242.39
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Boston Scientific Corporation (BSX) 0.9 $14M 220k 62.75
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $14M +2% 119k 113.11
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Coca-Cola Company (KO) 0.8 $13M 171k 76.59
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Edwards Lifesciences (EW) 0.8 $13M 161k 80.08
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Walt Disney Company (DIS) 0.8 $13M -50% 133k 96.38
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Union Pacific Corporation (UNP) 0.8 $12M 48k 242.62
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Caterpillar (CAT) 0.7 $12M 16k 708.46
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Abbott Laboratories (ABT) 0.7 $11M 110k 102.67
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Ishares Tr Ibonds 27 Etf (IBDS) 0.7 $11M +201% 451k 24.24
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Home Depot (HD) 0.7 $11M 33k 328.89
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TransDigm Group Incorporated (TDG) 0.7 $11M +2% 9.2k 1158.98
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Aon Shs Cl A (AON) 0.6 $10M +5% 31k 322.78
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Pepsi (PEP) 0.6 $9.8M -5% 63k 155.29
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D.R. Horton (DHI) 0.6 $9.4M 68k 137.22
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Curtiss-Wright (CW) 0.6 $9.1M -3% 13k 681.36
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Lowe's Companies (LOW) 0.6 $8.8M -3% 37k 236.28
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EOG Resources (EOG) 0.5 $8.1M -3% 56k 144.57
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Hershey Company (HSY) 0.5 $7.7M -50% 37k 207.89
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Abbvie (ABBV) 0.5 $7.7M -4% 35k 217.49
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $7.4M +5% 59k 124.31
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Northrop Grumman Corporation (NOC) 0.5 $7.2M 11k 682.24
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $6.2M +6% 92k 67.53
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Metropcs Communications (TMUS) 0.4 $6.1M 29k 210.03
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Eli Lilly & Co. (LLY) 0.4 $5.6M +9% 6.0k 919.84
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $5.4M -2% 8.3k 650.34
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Ge Aerospace Com New (GE) 0.3 $5.4M +5% 19k 283.76
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Deere & Company (DE) 0.3 $5.3M 9.4k 563.32
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $5.1M +13% 27k 191.92
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $5.0M -12% 7.00 718140.00
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $5.0M +37% 198k 25.33
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Wal-Mart Stores (WMT) 0.3 $4.9M +12% 40k 124.52
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Farmers Natl Banc Corp (FMNB) 0.3 $4.9M 373k 13.16
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Freeport Mcmoran CL B (FCX) 0.3 $4.9M +3% 83k 58.78
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Rockwell Automation (ROK) 0.3 $4.8M 13k 358.89
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McKesson Corporation (MCK) 0.3 $4.6M 5.3k 866.19
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Huntington Bancshares Incorporated (HBAN) 0.3 $4.3M -50% 274k 15.81
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Ge Vernova (GEV) 0.3 $4.2M +7% 4.8k 873.38
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ConocoPhillips (COP) 0.3 $4.2M -69% 32k 132.00
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Trane Technologies SHS (TT) 0.3 $4.0M 9.7k 416.77
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.8M +7% 42k 90.53
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Sherwin-Williams Company (SHW) 0.2 $3.8M -51% 12k 320.56
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Civista Bancshares Com No Par (CIVB) 0.2 $3.7M 162k 22.79
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Merck & Co (MRK) 0.2 $3.6M -8% 30k 121.15
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Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $3.6M -2% 148k 24.24
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $3.6M 17k 213.51
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Teledyne Technologies Incorporated (TDY) 0.2 $3.5M -5% 5.8k 605.01
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FedEx Corporation (FDX) 0.2 $3.4M +5% 9.4k 357.64
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Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $3.3M +13% 140k 23.26
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $3.3M +4% 64k 50.95
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Comcast Corp Cl A (CMCSA) 0.2 $3.2M 113k 28.71
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Norfolk Southern (NSC) 0.2 $3.0M +8% 10k 287.00
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Air Products & Chemicals (APD) 0.2 $2.9M +2% 10k 288.69
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American Express Company (AXP) 0.2 $2.9M -29% 9.7k 302.47
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Lumentum Hldgs (LITE) 0.2 $2.9M NEW 4.1k 702.76
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Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $2.8M +17% 129k 21.89
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Markel Corporation (MKL) 0.2 $2.8M 1.4k 1914.07
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Automatic Data Processing (ADP) 0.2 $2.8M -3% 13k 205.05
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Pfizer (PFE) 0.2 $2.6M 94k 28.08
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Emerson Electric (EMR) 0.2 $2.6M -17% 20k 131.02
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $2.6M 7.5k 338.90
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Spdr Gold Tr Gold Shs (GLD) 0.2 $2.5M -5% 5.8k 430.29
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Bristol Myers Squibb (BMY) 0.2 $2.5M +14% 41k 60.65
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Lamar Advertising Cl A (LAMR) 0.2 $2.4M 19k 126.66
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Qualcomm (QCOM) 0.1 $2.3M 18k 128.78
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General Dynamics Corporation (GD) 0.1 $2.3M +4% 6.6k 343.22
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CSX Corporation (CSX) 0.1 $2.0M -4% 50k 41.05
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.0M -2% 6.3k 320.83
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SLB Com Stk (SLB) 0.1 $1.9M -9% 37k 51.76
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Loews Corporation (L) 0.1 $1.9M -3% 18k 106.74
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American Electric Power Company (AEP) 0.1 $1.9M +2% 15k 131.08
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.9M +7% 4.8k 390.41
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Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $1.8M +10% 88k 20.93
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Timken Company (TKR) 0.1 $1.8M 18k 100.57
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Boeing Company (BA) 0.1 $1.8M -49% 9.2k 199.04
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Phillips 66 (PSX) 0.1 $1.8M 10k 182.18
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Marathon Petroleum Corp (MPC) 0.1 $1.8M +13% 7.4k 244.20
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.8M 2.8k 653.19
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Verizon Communications (VZ) 0.1 $1.8M +20% 35k 50.20
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Axon Enterprise (AXON) 0.1 $1.8M -9% 4.2k 424.69
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At&t (T) 0.1 $1.7M -60% 60k 28.99
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.7M +19% 8.7k 193.95
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Shell Spon Ads (SHEL) 0.1 $1.7M -57% 18k 93.00
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Ishares Tr Broad Usd High (USHY) 0.1 $1.6M NEW 43k 36.84
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Johnson Controls Internation SHS (JCI) 0.1 $1.6M +25% 12k 131.34
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Dominion Resources (D) 0.1 $1.6M -46% 25k 61.82
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Wells Fargo & Company (WFC) 0.1 $1.5M -10% 19k 79.61
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Spdr Series Trust State Street Spd (BIL) 0.1 $1.5M 16k 91.64
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Lockheed Martin Corporation (LMT) 0.1 $1.4M +8% 2.3k 604.28
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Intuitive Surgical Com New (ISRG) 0.1 $1.4M +36% 3.0k 460.99
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Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.4M +74% 14k 97.23
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Morgan Stanley Com New (MS) 0.1 $1.4M +2% 8.5k 164.57
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Cisco Systems (CSCO) 0.1 $1.3M 17k 77.59
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Visa Com Cl A (V) 0.1 $1.3M +10% 4.3k 302.25
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Oracle Corporation (ORCL) 0.1 $1.3M +16% 8.8k 147.10
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.1 $1.3M 26k 49.78
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Fifth Third Ban (FITB) 0.1 $1.3M -14% 27k 46.46
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Key (KEY) 0.1 $1.3M -9% 63k 20.05
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Carrier Global Corporation (CARR) 0.1 $1.2M 22k 56.31
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Kinder Morgan (KMI) 0.1 $1.2M +8% 37k 33.53
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.2M +30% 2.1k 597.58
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PNC Financial Services (PNC) 0.1 $1.2M -5% 5.9k 208.11
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United Parcel Svcs CL B (UPS) 0.1 $1.2M +5% 12k 98.38
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Honeywell International (HON) 0.1 $1.2M +8% 5.3k 226.05
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Smucker J M Com New (SJM) 0.1 $1.2M -6% 12k 96.44
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Altria (MO) 0.1 $1.1M -11% 17k 65.99
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.1M 7.7k 148.10
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Corpay Com Shs (CPAY) 0.1 $1.1M +2% 3.9k 290.99
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Comfort Systems USA (FIX) 0.1 $1.1M +30% 811.00 1378.99
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Becton, Dickinson and (BDX) 0.1 $1.1M -3% 7.0k 157.24
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M 4.1k 261.92
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PG&E Corporation (PCG) 0.1 $1.0M +45% 58k 17.57
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Mondelez Intl Cl A (MDLZ) 0.1 $1.0M -59% 17k 58.24
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Synchrony Financial (SYF) 0.1 $1.0M +4% 15k 68.02
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Parker-Hannifin Corporation (PH) 0.1 $998k +111% 1.1k 894.84
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $975k +13% 2.3k 426.49
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Palo Alto Networks (PANW) 0.1 $964k +20% 6.0k 160.32
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salesforce (CRM) 0.1 $921k -92% 4.9k 186.68
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $920k +2% 9.5k 97.13
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $894k +209% 18k 49.95
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Kemper Corp Del (KMPR) 0.1 $891k -12% 29k 30.56
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Williams Companies (WMB) 0.1 $890k +10% 12k 72.78
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Millicom Intl Cellular S A Com Stk (TIGO) 0.1 $885k 12k 74.94
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Biogen Idec (BIIB) 0.1 $881k +111% 4.8k 183.33
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Texas Instruments Incorporated (TXN) 0.1 $877k -61% 4.5k 194.15
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Tesla Motors (TSLA) 0.1 $873k +19% 2.3k 371.75
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Intel Corporation (INTC) 0.1 $864k -5% 20k 44.13
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Edison International (EIX) 0.1 $853k +32% 12k 73.18
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Cardinal Health (CAH) 0.1 $844k +24% 4.0k 211.31
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Newmont Mining Corporation (NEM) 0.1 $796k +9% 7.4k 108.25
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $787k +14% 15k 50.98
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Amgen (AMGN) 0.0 $775k -30% 2.2k 351.81
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Truist Financial Corp equities (TFC) 0.0 $774k -3% 17k 45.97
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $773k -13% 1.3k 577.18
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $773k +69% 3.1k 248.00
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Booking Holdings (BKNG) 0.0 $771k +169% 183.00 4210.32
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Technipfmc (FTI) 0.0 $762k +27% 11k 69.18
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Danaher Corporation (DHR) 0.0 $756k +118% 4.0k 189.59
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BP Sponsored Adr (BP) 0.0 $748k 16k 47.00
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Western Digital (WDC) 0.0 $742k +40% 2.7k 270.49
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Capital One Financial (COF) 0.0 $718k -15% 3.9k 182.43
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $707k -12% 2.5k 287.13
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Republic Services (RSG) 0.0 $700k +17% 3.2k 219.02
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Warner Bros Discovery Com Ser A (WBD) 0.0 $687k -60% 25k 27.46
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Vertiv Holdings Com Cl A (VRT) 0.0 $683k NEW 2.7k 250.58
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Regeneron Pharmaceuticals (REGN) 0.0 $682k +68% 882.00 772.64
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Vanguard Index Fds Growth Etf (VUG) 0.0 $681k 1.6k 436.86
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Servicenow (NOW) 0.0 $681k +58% 6.5k 104.55
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Ponce Financial Group Common Stock (PDLB) 0.0 $677k 41k 16.71
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Airbnb Com Cl A (ABNB) 0.0 $663k +6% 5.3k 126.28
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Select Sector Spdr Tr State Street Ene (XLE) 0.0 $646k 11k 61.26
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Permian Basin Rty Tr Unit Ben Int (PBT) 0.0 $638k -7% 30k 21.53
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Centene Corporation (CNC) 0.0 $631k +22% 19k 32.74
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General Mills (GIS) 0.0 $629k -2% 17k 37.22
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Ishares Gold Tr Ishares New (IAU) 0.0 $617k -20% 7.0k 88.16
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3M Company (MMM) 0.0 $615k -11% 4.2k 145.24
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RPM International (RPM) 0.0 $580k 5.8k 99.40
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J.B. Hunt Transport Services (JBHT) 0.0 $576k +30% 2.7k 211.90
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CNB Financial Corporation (CCNE) 0.0 $575k 20k 28.96
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S&p Global (SPGI) 0.0 $574k NEW 1.3k 425.34
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Corning Incorporated (GLW) 0.0 $569k +9% 4.2k 135.97
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Us Bancorp Com New (USB) 0.0 $566k +46% 11k 52.01
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Targa Res Corp (TRGP) 0.0 $559k -22% 2.2k 250.73
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AFLAC Incorporated (AFL) 0.0 $559k -26% 5.1k 109.71
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Teradyne (TER) 0.0 $538k NEW 1.8k 296.46
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Bank of America Corporation (BAC) 0.0 $532k -4% 11k 48.75
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Coinbase Global Com Cl A (COIN) 0.0 $514k NEW 2.9k 174.61
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Sprott Asset Management Physical Gold An (CEF) 0.0 $512k -16% 11k 47.72
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Autodesk (ADSK) 0.0 $510k -5% 2.1k 239.40
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Emcor (EME) 0.0 $504k +45% 683.00 738.31
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MercadoLibre (MELI) 0.0 $495k +24% 286.00 1729.02
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UnitedHealth (UNH) 0.0 $488k -8% 1.8k 270.62
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Verisign (VRSN) 0.0 $487k -2% 2.0k 248.36
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Independent Bank (INDB) 0.0 $484k 6.4k 75.86
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Equinix (EQIX) 0.0 $479k +13% 489.00 980.24
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Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.0 $476k NEW 20k 23.47
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $475k 7.1k 66.86
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Ishares Core Msci Emkt (IEMG) 0.0 $472k +26% 6.8k 69.75
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FirstEnergy (FE) 0.0 $467k +55% 9.2k 50.66
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Richmond Mut Bancorporatin I (RMBI) 0.0 $465k 34k 13.57
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Permian Resources Corp Class A Com (PR) 0.0 $464k -46% 22k 21.32
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $463k -8% 5.1k 91.77
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Zoetis Cl A (ZTS) 0.0 $460k 3.9k 118.20
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Quanta Services (PWR) 0.0 $459k NEW 836.00 549.02
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Roper Industries (ROP) 0.0 $459k -11% 1.3k 353.86
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Target Corporation (TGT) 0.0 $458k 3.8k 121.19
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.0 $457k -22% 5.9k 78.03
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Marsh & McLennan Companies (MRSH) 0.0 $454k NEW 2.6k 173.46
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Dow (DOW) 0.0 $451k NEW 11k 41.65
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Duke Energy Corp Com New (DUK) 0.0 $449k -5% 3.4k 130.95
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Coherent Corp (COHR) 0.0 $447k NEW 1.9k 238.21
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Fortinet (FTNT) 0.0 $446k +85% 5.5k 81.72
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Select Sector Spdr Tr State Street Ind (XLI) 0.0 $445k 2.8k 161.73
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Citizens Financial (CFG) 0.0 $443k +33% 7.4k 59.97
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Avis Budget (CAR) 0.0 $438k +38% 3.0k 145.85
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Cava Group Ord (CAVA) 0.0 $437k +56% 5.4k 80.90
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BioMarin Pharmaceutical (BMRN) 0.0 $430k +20% 7.6k 56.49
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Cincinnati Financial Corporation (CINF) 0.0 $429k -2% 2.7k 157.35
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Xcel Energy (XEL) 0.0 $427k -18% 5.4k 79.44
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Hyatt Hotels Corp Com Cl A (H) 0.0 $426k +17% 3.0k 143.79
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Welltower Inc Com reit (WELL) 0.0 $423k -2% 2.1k 197.68
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Masimo Corporation (MASI) 0.0 $420k +17% 2.4k 177.87
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $420k 2.2k 191.79
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $419k 4.2k 100.57
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Fox Corp Cl A Com (FOXA) 0.0 $417k -12% 7.1k 58.40
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Astera Labs (ALAB) 0.0 $413k NEW 3.8k 109.60
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Ishares Tr S&p 100 Etf (OEF) 0.0 $407k +5% 1.3k 318.07
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Itt (ITT) 0.0 $404k +74% 2.1k 190.84
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Textron (TXT) 0.0 $404k +11% 4.6k 87.58
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Waste Management (WM) 0.0 $399k -9% 1.7k 229.74
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Unilever Spon Adr New (UL) 0.0 $396k 6.9k 57.52
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Palantir Technologies Cl A (PLTR) 0.0 $387k +9% 2.6k 146.28
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Viking Holdings Ord Shs (VIK) 0.0 $387k +46% 5.3k 73.48
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Applied Materials (AMAT) 0.0 $386k +9% 1.1k 341.83
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WesBan (WSBC) 0.0 $386k +71% 11k 34.87
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Twilio Cl A (TWLO) 0.0 $385k +42% 3.1k 125.82
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $383k 7.1k 54.05
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Novartis Sponsored Adr (NVS) 0.0 $380k -3% 2.5k 152.75
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Uber Technologies (UBER) 0.0 $379k NEW 5.3k 71.93
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Marriott Intl Cl A (MAR) 0.0 $377k NEW 1.2k 327.07
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Echostar Corp Cl A (SATS) 0.0 $376k -7% 3.2k 117.07
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Five Below (FIVE) 0.0 $376k NEW 1.6k 228.48
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Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.0 $373k NEW 7.5k 49.49
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Southern Company (SO) 0.0 $372k -17% 3.9k 96.51
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Citizens Community Ban (CZWI) 0.0 $372k 19k 19.80
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Alcoa (AA) 0.0 $372k NEW 5.6k 66.33
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Sealed Air 0.0 $371k +52% 8.8k 42.05
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AmerisourceBergen (COR) 0.0 $370k NEW 1.2k 314.14
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Draftkings Com Cl A (DKNG) 0.0 $370k +117% 17k 21.62
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Carvana Cl A (CVNA) 0.0 $369k NEW 1.2k 314.38
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Medpace Hldgs (MEDP) 0.0 $365k -6% 759.00 480.19
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Stifel Financial (SF) 0.0 $362k +120% 4.9k 73.92
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Deckers Outdoor Corporation (DECK) 0.0 $359k +67% 3.6k 100.09
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HEICO Corporation (HEI) 0.0 $357k +19% 1.3k 274.20
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Travelers Companies (TRV) 0.0 $353k NEW 1.2k 291.68
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United Therapeutics Corporation (UTHR) 0.0 $352k -4% 594.00 592.98
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Kkr & Co (KKR) 0.0 $352k NEW 3.8k 92.50
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Hilton Worldwide Holdings (HLT) 0.0 $350k NEW 1.2k 304.08
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Darden Restaurants (DRI) 0.0 $350k +9% 1.8k 196.04
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Canadian Natural Resources (CNQ) 0.0 $350k NEW 7.1k 49.17
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Blackrock (BLK) 0.0 $348k +59% 362.00 961.52
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Vanguard Index Fds Large Cap Etf (VV) 0.0 $347k -45% 1.2k 298.78
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Neurocrine Biosciences (NBIX) 0.0 $347k +38% 2.6k 131.74
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Adobe Systems Incorporated (ADBE) 0.0 $346k +25% 1.4k 243.08
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Vanguard World Energy Etf (VDE) 0.0 $346k NEW 2.0k 173.04
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Exelixis (EXEL) 0.0 $345k +4% 8.1k 42.89
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Moody's Corporation (MCO) 0.0 $343k +40% 787.00 436.25
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W.R. Berkley Corporation (WRB) 0.0 $340k +4% 5.1k 66.28
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Enbridge (ENB) 0.0 $339k +8% 6.3k 54.14
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Cme (CME) 0.0 $337k NEW 1.1k 295.35
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Ameriprise Financial (AMP) 0.0 $336k +49% 756.00 444.40
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Dollar General (DG) 0.0 $334k +52% 2.8k 118.73
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Illinois Tool Works (ITW) 0.0 $329k -13% 1.3k 261.92
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Ishares Tr Ishares Biotech (IBB) 0.0 $328k +44% 1.9k 168.85
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Dave & Buster's Entertainmnt (PLAY) 0.0 $327k 30k 10.83
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Ishares Tr Core Div Grwth (DGRO) 0.0 $324k 4.6k 70.19
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Flexshares Tr Qualt Divd Idx (QDF) 0.0 $324k 4.1k 79.09
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EQT Corporation (EQT) 0.0 $322k +10% 5.1k 63.64
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Berkshire Hills Ban (BBT) 0.0 $320k 11k 30.00
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Prologis (PLD) 0.0 $319k -6% 2.4k 132.18
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Henry Schein (HSIC) 0.0 $314k -27% 4.3k 73.70
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Lincoln Electric Holdings (LECO) 0.0 $314k +16% 1.3k 249.11
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Otis Worldwide Corp (OTIS) 0.0 $314k +4% 4.1k 77.08
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Topbuild (BLD) 0.0 $313k -5% 890.00 351.30
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Fs Ban (FSBW) 0.0 $313k 8.1k 38.59
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $311k +17% 595.00 522.71
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Tyson Foods Cl A (TSN) 0.0 $311k NEW 4.8k 64.07
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SYNNEX Corporation (SNX) 0.0 $308k NEW 1.8k 168.71
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Chipotle Mexican Grill (CMG) 0.0 $308k -9% 9.6k 32.01
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Match Group (MTCH) 0.0 $308k +32% 10k 30.71
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Cadence Design Systems (CDNS) 0.0 $306k NEW 1.1k 277.87
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Robinhood Mkts Com Cl A (HOOD) 0.0 $304k NEW 4.4k 69.30
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Dutch Bros Cl A (BROS) 0.0 $301k NEW 5.9k 50.66
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Halliburton Company (HAL) 0.0 $300k NEW 7.7k 38.99
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Axis Cap Hldgs SHS (AXS) 0.0 $298k +36% 2.9k 101.41
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Arch Cap Group Ord (ACGL) 0.0 $298k -3% 3.1k 95.99
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Spdr Series Trust State Street Spd (SDY) 0.0 $296k -5% 2.0k 145.94
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MetLife (MET) 0.0 $295k -17% 4.2k 70.72
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Equifax (EFX) 0.0 $290k NEW 1.6k 180.07
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Progressive Corporation (PGR) 0.0 $290k -15% 1.5k 198.29
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Delta Air Lines Com New (DAL) 0.0 $290k NEW 4.4k 66.48
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $289k 3.7k 78.40
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Select Sector Spdr Tr State Street Uti (XLU) 0.0 $288k 6.3k 45.89
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Tractor Supply Company (TSCO) 0.0 $287k +3% 6.3k 45.30
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IDEXX Laboratories (IDXX) 0.0 $287k +50% 510.00 561.89
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Timkensteel (MTUS) 0.0 $286k 18k 16.34
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Snowflake Com Shs (SNOW) 0.0 $286k +36% 1.9k 150.82
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Toro Company (TTC) 0.0 $284k NEW 3.0k 93.83
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MarketAxess Holdings (MKTX) 0.0 $282k +17% 1.7k 164.98
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Aramark Hldgs (ARMK) 0.0 $282k +21% 7.0k 40.54
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $281k -26% 1.4k 198.29
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Brown & Brown (BRO) 0.0 $279k +32% 4.3k 65.21
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $278k 4.3k 64.07
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New York Times Co Mtn Be Cl A (NYT) 0.0 $277k NEW 3.3k 83.73
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Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.0 $273k NEW 5.5k 50.04
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Reinsurance Group Amer Com New (RGA) 0.0 $272k +9% 1.3k 204.16
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Thermo Fisher Scientific (TMO) 0.0 $272k -47% 553.00 491.87
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Apellis Pharmaceuticals (APLS) 0.0 $272k NEW 6.7k 40.23
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Super Micro Computer Com New (SMCI) 0.0 $271k +40% 12k 22.77
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Carnival Corp Common Stock (CCL) 0.0 $269k NEW 10k 25.88
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $268k -4% 1.9k 142.44
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CarMax (KMX) 0.0 $267k NEW 6.4k 41.58
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Ast Spacemobile Com Cl A (ASTS) 0.0 $266k NEW 3.2k 82.87
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Cigna Corp (CI) 0.0 $265k NEW 993.00 266.75
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W.W. Grainger (GWW) 0.0 $263k NEW 241.00 1090.81
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Citigroup Com New (C) 0.0 $262k -2% 2.3k 113.41
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Best Buy (BBY) 0.0 $262k -9% 4.0k 65.17
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Crown Castle Intl (CCI) 0.0 $262k +10% 3.2k 81.32
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Waters Corporation (WAT) 0.0 $262k NEW 878.00 297.80
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Labcorp Holdings Com Shs (LH) 0.0 $259k -18% 970.00 266.81
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First Business Financial Services (FBIZ) 0.0 $258k 4.8k 53.93
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Omni (OMC) 0.0 $258k NEW 3.4k 76.19
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.0 $257k -4% 3.3k 79.18
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Vulcan Materials Company (VMC) 0.0 $257k NEW 945.00 272.30
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Mueller Industries (MLI) 0.0 $257k +19% 2.3k 110.80
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Texas Roadhouse (TXRH) 0.0 $257k NEW 1.6k 165.14
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State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $256k 552.00 464.57
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Monolithic Power Systems (MPWR) 0.0 $256k -21% 234.00 1093.35
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Shift4 Pmts Cl A (FOUR) 0.0 $254k +14% 5.8k 43.73
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Ishares Tr Global 100 Etf (IOO) 0.0 $252k 2.1k 120.97
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Qxo Com New (QXO) 0.0 $252k NEW 13k 19.42
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Acadia Healthcare (ACHC) 0.0 $251k NEW 11k 23.39
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Lam Research Corp Com New (LRCX) 0.0 $250k NEW 1.2k 213.98
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Allegheny Technologies Incorporated (ATI) 0.0 $250k NEW 1.7k 145.46
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Yum! Brands (YUM) 0.0 $246k NEW 1.6k 155.48
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Entergy Corporation (ETR) 0.0 $246k NEW 2.2k 112.36
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Jones Lang LaSalle Incorporated (JLL) 0.0 $246k -17% 808.00 304.32
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Monster Beverage Corp (MNST) 0.0 $245k -33% 3.4k 72.46
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Cooper Cos (COO) 0.0 $244k NEW 3.4k 71.50
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Wright Express (WEX) 0.0 $243k NEW 1.6k 153.04
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Nike CL B (NKE) 0.0 $243k NEW 4.6k 53.11
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $243k +31% 6.3k 38.42
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Orrstown Financial Services (ORRF) 0.0 $242k 6.7k 36.08
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Iron Mountain (IRM) 0.0 $242k NEW 2.4k 103.00
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Elastic N V Ord Shs (ESTC) 0.0 $241k -14% 4.8k 49.99
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Antero Res (AR) 0.0 $240k NEW 5.7k 42.44
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Hometrust Bancshares (HTB) 0.0 $239k 5.6k 42.65
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Nutanix Cl A (NTNX) 0.0 $238k -19% 6.3k 38.01
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Mohawk Industries (MHK) 0.0 $238k NEW 2.4k 98.46
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Msci (MSCI) 0.0 $236k NEW 437.00 539.01
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Hewlett Packard Enterprise (HPE) 0.0 $235k NEW 9.9k 23.81
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CF Industries Holdings (CF) 0.0 $235k NEW 1.8k 129.87
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Dover Corporation (DOV) 0.0 $234k 1.1k 208.51
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Doordash Cl A (DASH) 0.0 $233k +46% 1.5k 150.15
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Api Group Corp Com Stk (APG) 0.0 $232k 5.7k 40.52
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $232k 10k 22.43
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Mongodb Cl A (MDB) 0.0 $232k NEW 947.00 244.77
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Range Resources (RRC) 0.0 $231k -18% 5.1k 45.18
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Tenet Healthcare Corp Com New (THC) 0.0 $231k +13% 1.2k 188.71
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Hf Sinclair Corp (DINO) 0.0 $230k NEW 3.7k 62.39
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Bentley Sys Com Cl B (BSY) 0.0 $230k NEW 6.5k 35.12
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $227k 2.4k 92.74
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Kimberly-Clark Corporation (KMB) 0.0 $226k -7% 2.3k 97.84
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Arrow Electronics (ARW) 0.0 $226k -14% 1.6k 143.41
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General Motors Company (GM) 0.0 $225k NEW 3.0k 74.50
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Equity Lifestyle Properties (ELS) 0.0 $222k -10% 3.5k 63.54
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Crane Company Common Stock (CR) 0.0 $222k +17% 1.3k 171.00
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $222k 2.1k 106.02
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Evercore Class A (EVR) 0.0 $221k NEW 741.00 298.51
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Evergy (EVRG) 0.0 $220k NEW 2.7k 81.92
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Huntington Ingalls Inds (HII) 0.0 $218k NEW 575.00 379.90
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Siteone Landscape Supply (SITE) 0.0 $218k NEW 1.6k 133.11
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Bath &#38 Body Works In (BBWI) 0.0 $216k NEW 12k 18.67
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Ciena Corp Com New (CIEN) 0.0 $215k NEW 554.00 388.23
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Exelon Corporation (EXC) 0.0 $215k -51% 4.4k 49.02
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Copart (CPRT) 0.0 $214k NEW 6.4k 33.20
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Illumina (ILMN) 0.0 $214k -17% 1.7k 123.26
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AutoZone (AZO) 0.0 $213k 63.00 3377.78
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CVS Caremark Corporation (CVS) 0.0 $213k -21% 3.0k 71.82
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Choice Hotels International (CHH) 0.0 $212k -16% 2.1k 103.50
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Onto Innovation (ONTO) 0.0 $212k NEW 1.0k 205.07
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Steris Shs Usd (STE) 0.0 $211k -24% 956.00 221.09
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DaVita (DVA) 0.0 $209k NEW 1.4k 153.69
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Vistra Energy (VST) 0.0 $209k -37% 1.4k 150.33
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Brighthouse Finl (BHF) 0.0 $208k NEW 3.5k 59.88
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V.F. Corporation (VFC) 0.0 $206k NEW 12k 16.99
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Fiserv (FISV) 0.0 $205k NEW 3.7k 55.80
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Bio-techne Corporation (TECH) 0.0 $205k -9% 3.9k 52.26
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Cnh Indl N V SHS (CNH) 0.0 $205k -5% 19k 11.00
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Zoom Communications Cl A (ZM) 0.0 $204k -46% 2.5k 80.39
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Hilltop Holdings (HTH) 0.0 $204k NEW 5.7k 35.82
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Lpl Financial Holdings (LPLA) 0.0 $203k NEW 676.00 300.83
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $202k NEW 6.6k 30.68
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Rivian Automotive Com Cl A (RIVN) 0.0 $191k NEW 13k 15.05
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Kenvue (KVUE) 0.0 $190k -22% 11k 17.24
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Waterstone Financial (WSBF) 0.0 $182k 10k 18.03
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Uipath Cl A (PATH) 0.0 $169k NEW 15k 11.10
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Agnc Invt Corp Com reit (AGNC) 0.0 $167k NEW 17k 10.03
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Western New England Ban (WNEB) 0.0 $154k 12k 12.93
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Ford Motor Company (F) 0.0 $132k -20% 11k 11.54
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Bogota Finl Corp (BSBK) 0.0 $131k 15k 8.50
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Manhattan Bridge Capital (LOAN) 0.0 $123k -64% 123k 1.00
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Adt (ADT) 0.0 $114k -14% 17k 6.63
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Cleveland-cliffs (CLF) 0.0 $103k -18% 12k 8.45
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Quantumscape Corp Com Cl A (QS) 0.0 $102k NEW 16k 6.38
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Newell Rubbermaid (NWL) 0.0 $83k +18% 24k 3.43
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Under Armour Cl A (UAA) 0.0 $80k NEW 14k 5.91
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Aurora Innovation Class A Com (AUR) 0.0 $77k NEW 19k 4.12
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Clarivate Ord Shs (CLVT) 0.0 $43k +29% 17k 2.53
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Gossamer Bio (GOSS) 0.0 $3.7k NEW 11k 0.33
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Past Filings by Beese Fulmer Investment Management

SEC 13F filings are viewable for Beese Fulmer Investment Management going back to 2012

View all past filings