Anchor Capital Advisors as of Dec. 31, 2025
Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 251 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 2.6 | $91M | 111k | 820.29 | |
| CRH Ord (CRH) | 2.3 | $80M | 641k | 124.80 | |
| W.R. Berkley Corporation (WRB) | 2.3 | $79M | 1.1M | 70.12 | |
| CBOE Holdings (CBOE) | 2.2 | $75M | 297k | 251.00 | |
| Analog Devices (ADI) | 2.1 | $73M | 269k | 271.20 | |
| M&T Bank Corporation (MTB) | 2.1 | $71M | 354k | 201.48 | |
| PNC Financial Services (PNC) | 2.1 | $71M | 340k | 208.73 | |
| Markel Corporation (MKL) | 2.1 | $71M | 33k | 2149.65 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.9 | $67M | 301k | 222.63 | |
| Globus Med Cl A (GMED) | 1.8 | $61M | 695k | 87.31 | |
| Lamar Advertising Cl A (LAMR) | 1.6 | $57M | 449k | 126.58 | |
| Alcon Ord Shs (ALC) | 1.6 | $57M | 717k | 78.81 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.6 | $55M | 673k | 82.02 | |
| Mid-America Apartment (MAA) | 1.6 | $55M | 393k | 138.91 | |
| Diamondback Energy (FANG) | 1.6 | $55M | 362k | 150.33 | |
| Casey's General Stores (CASY) | 1.5 | $53M | 97k | 552.71 | |
| Ida (IDA) | 1.5 | $53M | 418k | 126.56 | |
| Alliant Energy Corporation (LNT) | 1.5 | $51M | 779k | 65.01 | |
| Expeditors International of Washington (EXPD) | 1.5 | $50M | 336k | 149.01 | |
| Te Connectivity Ord Shs (TEL) | 1.4 | $50M | 219k | 227.51 | |
| Avery Dennison Corporation (AVY) | 1.4 | $49M | 272k | 181.88 | |
| Air Products & Chemicals (APD) | 1.4 | $49M | 197k | 247.02 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $48M | 149k | 322.22 | |
| Hubbell (HUBB) | 1.4 | $48M | 108k | 444.11 | |
| Otis Worldwide Corp (OTIS) | 1.4 | $48M | 544k | 87.35 | |
| Solventum Corp Com Shs (SOLV) | 1.3 | $47M | 588k | 79.24 | |
| Xcel Energy (XEL) | 1.3 | $46M | 623k | 73.86 | |
| Toll Brothers (TOL) | 1.3 | $46M | 340k | 135.22 | |
| Hershey Company (HSY) | 1.3 | $46M | 250k | 181.98 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.3 | $44M | 315k | 141.05 | |
| Dupont De Nemours (DD) | 1.3 | $44M | 1.1M | 40.20 | |
| SYNNEX Corporation (SNX) | 1.3 | $44M | 294k | 150.23 | |
| Boston Scientific Corporation (BSX) | 1.3 | $44M | 459k | 95.35 | |
| Autodesk (ADSK) | 1.3 | $44M | 148k | 296.01 | |
| Corteva (CTVA) | 1.2 | $43M | 637k | 67.03 | |
| Arch Cap Group Ord (ACGL) | 1.2 | $42M | 440k | 95.92 | |
| Rexford Industrial Realty Inc reit (REXR) | 1.2 | $42M | 1.1M | 38.72 | |
| Yum! Brands (YUM) | 1.2 | $41M | 273k | 151.28 | |
| Arthur J. Gallagher & Co. (AJG) | 1.1 | $38M | 146k | 258.79 | |
| Corpay Com Shs (CPAY) | 1.1 | $38M | 125k | 300.93 | |
| Broadridge Financial Solutions (BR) | 1.1 | $37M | 166k | 223.17 | |
| Keurig Dr Pepper (KDP) | 1.1 | $36M | 1.3M | 28.01 | |
| Qnity Electronics Common Stock (Q) | 1.0 | $36M | 437k | 81.65 | |
| Crown Castle Intl (CCI) | 1.0 | $35M | 390k | 88.87 | |
| Bwx Technologies (BWXT) | 1.0 | $34M | 195k | 172.84 | |
| Microsoft Corporation (MSFT) | 0.9 | $31M | 64k | 483.62 | |
| Johnson & Johnson (JNJ) | 0.9 | $31M | 149k | 206.95 | |
| Teck Resources CL B (TECK) | 0.9 | $30M | 633k | 47.89 | |
| Goldman Sachs (GS) | 0.9 | $30M | 34k | 879.01 | |
| Watsco, Incorporated (WSO) | 0.8 | $29M | 85k | 336.95 | |
| Cnh Indl N V SHS (CNH) | 0.8 | $29M | 3.1M | 9.22 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $25M | 137k | 183.40 | |
| Fluor Corporation (FLR) | 0.7 | $25M | 618k | 39.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $24M | 48k | 502.65 | |
| Trane Technologies SHS (TT) | 0.7 | $24M | 61k | 389.20 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.7 | $23M | 193k | 119.35 | |
| Chubb (CB) | 0.7 | $23M | 73k | 312.12 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $22M | 232k | 96.16 | |
| Halliburton Company (HAL) | 0.6 | $22M | 787k | 28.26 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $21M | 251k | 82.82 | |
| American Express Company (AXP) | 0.6 | $20M | 53k | 369.95 | |
| Shell Spon Ads (SHEL) | 0.6 | $19M | 261k | 73.48 | |
| Applied Materials (AMAT) | 0.6 | $19M | 74k | 256.99 | |
| Pepsi (PEP) | 0.5 | $18M | 127k | 143.52 | |
| Cme (CME) | 0.5 | $18M | 66k | 273.08 | |
| Chevron Corporation (CVX) | 0.5 | $18M | 117k | 152.41 | |
| Wal-Mart Stores (WMT) | 0.5 | $17M | 156k | 111.41 | |
| Entergy Corporation (ETR) | 0.5 | $17M | 187k | 92.43 | |
| Abbott Laboratories (ABT) | 0.5 | $17M | 136k | 125.29 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $17M | 320k | 52.88 | |
| Rio Tinto Sponsored Adr (RIO) | 0.5 | $17M | 208k | 80.03 | |
| Progressive Corporation (PGR) | 0.5 | $16M | 72k | 227.72 | |
| McDonald's Corporation (MCD) | 0.5 | $16M | 52k | 305.63 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $15M | 26k | 579.44 | |
| Procter & Gamble Company (PG) | 0.4 | $15M | 105k | 143.31 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $15M | 136k | 110.15 | |
| Parker-Hannifin Corporation (PH) | 0.4 | $15M | 17k | 878.98 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $15M | 30k | 483.66 | |
| Visa Com Cl A (V) | 0.4 | $15M | 42k | 350.71 | |
| Lowe's Companies (LOW) | 0.4 | $15M | 60k | 241.16 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $14M | 68k | 210.34 | |
| Abbvie (ABBV) | 0.4 | $14M | 62k | 228.49 | |
| Union Pacific Corporation (UNP) | 0.4 | $14M | 61k | 231.32 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.4 | $13M | 276k | 48.58 | |
| Honeywell International (HON) | 0.4 | $12M | 63k | 195.09 | |
| Intel Corporation (INTC) | 0.4 | $12M | 333k | 36.90 | |
| Realty Income (O) | 0.3 | $12M | 211k | 56.37 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $12M | 220k | 53.88 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $11M | 68k | 162.63 | |
| American Tower Reit (AMT) | 0.3 | $11M | 63k | 175.57 | |
| Astrazeneca Sponsored Adr | 0.3 | $10M | 111k | 91.93 | |
| Regeneron Pharmaceuticals (REGN) | 0.3 | $9.6M | 13k | 771.89 | |
| SLB Com Stk (SLB) | 0.3 | $8.9M | 232k | 38.38 | |
| Ishares Tr Mbs Etf (MBB) | 0.3 | $8.7M | 91k | 95.22 | |
| American Healthcare Reit Com Shs (AHR) | 0.2 | $8.1M | 172k | 47.06 | |
| Apple (AAPL) | 0.2 | $7.9M | 29k | 271.86 | |
| Diageo Spon Adr New (DEO) | 0.2 | $6.7M | 78k | 86.27 | |
| UnitedHealth (UNH) | 0.2 | $6.5M | 20k | 330.10 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.7M | 71k | 79.73 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $5.4M | 15k | 373.45 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.8M | 57k | 83.75 | |
| Sun Communities (SUI) | 0.1 | $4.6M | 37k | 123.91 | |
| Eaton Corp SHS (ETN) | 0.1 | $3.9M | 12k | 318.51 | |
| Russell Invts Exchange Trade Us Small Cap Equ (RUSC) | 0.1 | $3.3M | 106k | 31.12 | |
| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.1 | $3.3M | 75k | 44.10 | |
| Unilever Spon Adr New (UL) | 0.1 | $3.2M | 49k | 65.40 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.2M | 29k | 110.19 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $3.0M | 31k | 96.27 | |
| Connectone Banc (CNOB) | 0.1 | $2.8M | 108k | 26.22 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.8M | 28k | 100.34 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.8M | 11k | 246.16 | |
| Everest Re Group (EG) | 0.1 | $2.8M | 8.1k | 339.36 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $2.7M | 35k | 78.81 | |
| ICF International (ICFI) | 0.1 | $2.7M | 32k | 85.30 | |
| Cavco Industries (CVCO) | 0.1 | $2.7M | 4.6k | 590.74 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $2.7M | 9.3k | 287.23 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $2.6M | 120k | 21.89 | |
| Progress Software Corporation (PRGS) | 0.1 | $2.6M | 61k | 42.96 | |
| Nicolet Bankshares (NIC) | 0.1 | $2.6M | 21k | 121.30 | |
| Apollo Global Mgmt (APO) | 0.1 | $2.5M | 17k | 144.76 | |
| RPM International (RPM) | 0.1 | $2.4M | 23k | 104.00 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $2.4M | 20k | 119.75 | |
| Toro Company (TTC) | 0.1 | $2.4M | 30k | 78.72 | |
| Genuine Parts Company (GPC) | 0.1 | $2.3M | 19k | 122.96 | |
| Community Bank System (CBU) | 0.1 | $2.3M | 39k | 57.44 | |
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $2.2M | 20k | 110.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.1M | 6.8k | 313.00 | |
| NetGear (NTGR) | 0.1 | $2.1M | 87k | 24.53 | |
| Hillman Solutions Corp (HLMN) | 0.1 | $2.1M | 244k | 8.66 | |
| Aon Shs Cl A (AON) | 0.1 | $2.1M | 5.9k | 352.88 | |
| Pjt Partners Com Cl A (PJT) | 0.1 | $2.1M | 13k | 167.20 | |
| United Bankshares (UBSI) | 0.1 | $2.0M | 53k | 38.40 | |
| Daktronics (DAKT) | 0.1 | $2.0M | 103k | 19.77 | |
| Stag Industrial (STAG) | 0.1 | $2.0M | 55k | 36.76 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $2.0M | 24k | 84.36 | |
| Mayville Engineering (MEC) | 0.1 | $2.0M | 108k | 18.72 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $2.0M | 23k | 87.42 | |
| Unitil Corporation (UTL) | 0.1 | $2.0M | 41k | 48.44 | |
| Msa Safety Inc equity (MSA) | 0.1 | $1.9M | 12k | 160.14 | |
| Nelnet Cl A (NNI) | 0.1 | $1.9M | 14k | 132.96 | |
| Hawkins (HWKN) | 0.1 | $1.8M | 13k | 142.06 | |
| SkyWest (SKYW) | 0.0 | $1.7M | 17k | 100.41 | |
| Chord Energy Corporation Com New (CHRD) | 0.0 | $1.7M | 18k | 92.70 | |
| Hingham Institution for Savings (HIFS) | 0.0 | $1.6M | 5.8k | 283.96 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.6M | 27k | 58.73 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.6M | 2.6k | 627.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.6M | 5.0k | 313.80 | |
| Independence Realty Trust In (IRT) | 0.0 | $1.6M | 91k | 17.48 | |
| Simpson Manufacturing (SSD) | 0.0 | $1.5M | 9.5k | 161.47 | |
| Winmark Corporation (WINA) | 0.0 | $1.5M | 3.7k | 404.94 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.4M | 4.5k | 314.80 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 18k | 79.02 | |
| Safety Insurance (SAFT) | 0.0 | $1.3M | 17k | 77.91 | |
| National Storage Affiliates Com Shs Ben In (NSA) | 0.0 | $1.3M | 47k | 28.21 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $1.3M | 9.8k | 131.59 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.3M | 1.9k | 684.94 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.3M | 11k | 120.34 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $1.2M | 27k | 46.04 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.2M | 6.7k | 181.21 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | 22k | 53.83 | |
| Oracle Corporation (ORCL) | 0.0 | $1.2M | 6.0k | 194.91 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.2M | 19k | 62.47 | |
| Asure Software (ASUR) | 0.0 | $1.1M | 121k | 9.42 | |
| Qualcomm (QCOM) | 0.0 | $1.1M | 6.5k | 171.04 | |
| Stryker Corporation (SYK) | 0.0 | $1.1M | 3.1k | 351.47 | |
| Hologic (HOLX) | 0.0 | $1.1M | 15k | 74.49 | |
| Coca-Cola Company (KO) | 0.0 | $1.1M | 15k | 69.91 | |
| Amazon (AMZN) | 0.0 | $1.1M | 4.6k | 230.82 | |
| UFP Technologies (UFPT) | 0.0 | $1.0M | 4.6k | 222.03 | |
| Cbiz (CBZ) | 0.0 | $990k | 20k | 50.45 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $983k | 16k | 61.36 | |
| Brightview Holdings (BV) | 0.0 | $971k | 77k | 12.67 | |
| Norfolk Southern (NSC) | 0.0 | $966k | 3.3k | 288.71 | |
| McGrath Rent (MGRC) | 0.0 | $948k | 9.0k | 104.93 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $939k | 18k | 51.91 | |
| Marriott Intl Cl A (MAR) | 0.0 | $924k | 3.0k | 310.24 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $918k | 9.6k | 96.03 | |
| Medtronic SHS (MDT) | 0.0 | $912k | 9.5k | 96.06 | |
| salesforce (CRM) | 0.0 | $903k | 3.4k | 264.91 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $864k | 29k | 29.89 | |
| Crane Holdings (CXT) | 0.0 | $849k | 18k | 47.07 | |
| Citi Trends (CTRN) | 0.0 | $803k | 19k | 41.56 | |
| Gartner (IT) | 0.0 | $792k | 3.1k | 252.28 | |
| Community Healthcare Tr (CHCT) | 0.0 | $792k | 48k | 16.42 | |
| Paypal Holdings (PYPL) | 0.0 | $789k | 14k | 58.38 | |
| State Street Corporation (STT) | 0.0 | $786k | 6.1k | 129.01 | |
| Cisco Systems (CSCO) | 0.0 | $779k | 10k | 77.03 | |
| Eli Lilly & Co. (LLY) | 0.0 | $775k | 721.00 | 1074.68 | |
| Boeing Company (BA) | 0.0 | $769k | 3.5k | 217.09 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $769k | 5.4k | 141.49 | |
| First American Financial (FAF) | 0.0 | $750k | 12k | 61.44 | |
| Universal Truckload Services (ULH) | 0.0 | $737k | 49k | 15.19 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $716k | 31k | 23.02 | |
| Insight Enterprises (NSIT) | 0.0 | $713k | 8.7k | 81.47 | |
| Lyft Cl A Com (LYFT) | 0.0 | $695k | 36k | 19.37 | |
| Eton Pharmaceuticals (ETON) | 0.0 | $688k | 41k | 16.91 | |
| J Jill Group (JILL) | 0.0 | $651k | 48k | 13.72 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $644k | 1.9k | 335.27 | |
| A. O. Smith Corporation (AOS) | 0.0 | $638k | 9.5k | 66.88 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $634k | 1.6k | 386.85 | |
| Crocs (CROX) | 0.0 | $628k | 7.3k | 85.52 | |
| Ametek (AME) | 0.0 | $561k | 2.7k | 205.31 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $554k | 1.9k | 290.22 | |
| ResMed (RMD) | 0.0 | $552k | 2.3k | 240.87 | |
| Illinois Tool Works (ITW) | 0.0 | $539k | 2.2k | 246.30 | |
| Caterpillar (CAT) | 0.0 | $528k | 922.00 | 572.87 | |
| Fidelity National Information Services (FIS) | 0.0 | $522k | 7.9k | 66.46 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $493k | 815.00 | 605.26 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $486k | 2.8k | 173.49 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $467k | 684.00 | 681.99 | |
| Eversource Energy (ES) | 0.0 | $449k | 6.7k | 67.33 | |
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $445k | 6.7k | 65.96 | |
| FactSet Research Systems (FDS) | 0.0 | $435k | 1.5k | 290.19 | |
| Science App Int'l (SAIC) | 0.0 | $435k | 4.3k | 100.66 | |
| ConocoPhillips (COP) | 0.0 | $423k | 4.5k | 93.61 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $418k | 4.7k | 89.46 | |
| Hci (HCI) | 0.0 | $410k | 2.1k | 191.69 | |
| Amgen (AMGN) | 0.0 | $404k | 1.2k | 327.31 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $397k | 2.9k | 135.91 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $390k | 3.5k | 110.96 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $378k | 5.1k | 74.07 | |
| Dream Finders Homes Com Cl A (DFH) | 0.0 | $363k | 21k | 17.10 | |
| Vontier Corporation (VNT) | 0.0 | $363k | 9.8k | 37.18 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $353k | 3.5k | 99.88 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $336k | 847.00 | 396.31 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $335k | 3.8k | 88.49 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $335k | 555.00 | 603.28 | |
| Citigroup Com New (C) | 0.0 | $327k | 2.8k | 116.69 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $324k | 6.0k | 53.76 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $314k | 4.1k | 75.85 | |
| Home Depot (HD) | 0.0 | $305k | 887.00 | 344.10 | |
| Woodward Governor Company (WWD) | 0.0 | $283k | 935.00 | 302.32 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $282k | 5.6k | 50.86 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $271k | 14k | 19.36 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $265k | 5.5k | 48.32 | |
| Southern Company (SO) | 0.0 | $262k | 3.0k | 87.20 | |
| Kroger (KR) | 0.0 | $250k | 4.0k | 62.48 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $245k | 3.2k | 77.64 | |
| Waters Corporation (WAT) | 0.0 | $241k | 634.00 | 380.05 | |
| Meta Platforms Cl A (META) | 0.0 | $238k | 361.00 | 660.09 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $237k | 1.7k | 137.87 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $233k | 2.5k | 91.86 | |
| S&p Global (SPGI) | 0.0 | $227k | 434.00 | 522.59 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $224k | 1.0k | 219.78 | |
| TJX Companies (TJX) | 0.0 | $218k | 1.4k | 153.61 | |
| Manulife Finl Corp (MFC) | 0.0 | $218k | 6.0k | 36.28 | |
| Willis Towers Watson SHS (WTW) | 0.0 | $217k | 660.00 | 328.60 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $213k | 2.1k | 102.39 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $212k | 2.9k | 73.63 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $209k | 2.2k | 94.16 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $117k | 16k | 7.16 |
