Anchor Capital Advisors as of March 31, 2026
Portfolio Holdings for Anchor Capital Advisors
Anchor Capital Advisors holds 251 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 |
|---|---|---|---|---|---|
| McKesson Corporation (MCK) | 2.4 | $85M | 98k | 865.36 | |
| CBOE Holdings (CBOE) | 2.3 | $82M | 291k | 281.07 | |
| Analog Devices (ADI) | 2.2 | $77M | 243k | 318.14 | |
| W.R. Berkley Corporation (WRB) | 2.1 | $75M | 1.1M | 66.28 | |
| M&T Bank Corporation (MTB) | 2.0 | $72M | 348k | 206.72 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.0 | $71M | 306k | 233.26 | |
| Diamondback Energy (FANG) | 2.0 | $70M | 352k | 197.79 | |
| PNC Financial Services (PNC) | 2.0 | $69M | 331k | 208.09 | |
| CRH Ord (CRH) | 1.9 | $68M | 645k | 105.12 | |
| Casey's General Stores (CASY) | 1.9 | $67M | 93k | 727.86 | |
| Air Products & Chemicals (APD) | 1.8 | $63M | 218k | 290.49 | |
| Markel Corporation (MKL) | 1.8 | $62M | 32k | 1914.05 | |
| Ida (IDA) | 1.7 | $59M | 414k | 142.97 | |
| Alliant Energy Corporation (LNT) | 1.6 | $55M | 771k | 71.76 | |
| Globus Med Cl A (GMED) | 1.6 | $55M | 640k | 86.16 | |
| Lamar Advertising Cl A (LAMR) | 1.6 | $55M | 433k | 126.66 | |
| Alcon Ord Shs (ALC) | 1.5 | $53M | 697k | 75.35 | |
| Mid-America Apartment (MAA) | 1.5 | $52M | 422k | 122.12 | |
| Hubbell (HUBB) | 1.5 | $52M | 105k | 490.74 | |
| Cnh Indl N V SHS (CNH) | 1.4 | $51M | 4.6M | 11.00 | |
| Corteva (CTVA) | 1.4 | $50M | 599k | 83.71 | |
| Hershey Company (HSY) | 1.4 | $50M | 240k | 207.89 | |
| Qnity Electronics Common Stock (Q) | 1.4 | $50M | 432k | 115.38 | |
| Xcel Energy (XEL) | 1.4 | $49M | 617k | 79.44 | |
| SYNNEX Corporation (SNX) | 1.4 | $49M | 289k | 168.71 | |
| Dupont De Nemours (DD) | 1.4 | $48M | 1.1M | 45.80 | |
| Avery Dennison Corporation (AVY) | 1.3 | $47M | 270k | 172.68 | |
| Expeditors International of Washington (EXPD) | 1.3 | $47M | 326k | 143.23 | |
| Te Connectivity Ord Shs (TEL) | 1.3 | $45M | 217k | 209.02 | |
| Toll Brothers (TOL) | 1.3 | $45M | 327k | 136.47 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $44M | 151k | 294.16 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.3 | $44M | 621k | 71.18 | |
| Otis Worldwide Corp (OTIS) | 1.2 | $43M | 555k | 77.08 | |
| Yum! Brands (YUM) | 1.2 | $43M | 274k | 155.48 | |
| Arch Cap Group Ord (ACGL) | 1.2 | $43M | 443k | 95.99 | |
| Teck Resources CL B (TECK) | 1.2 | $41M | 793k | 51.75 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 1.2 | $41M | 278k | 145.74 | |
| Corpay Com Shs (CPAY) | 1.1 | $40M | 138k | 290.99 | |
| Crown Castle Intl (CCI) | 1.1 | $40M | 490k | 81.31 | |
| Keurig Dr Pepper (KDP) | 1.1 | $40M | 1.5M | 26.33 | |
| Solventum Corp Com Shs (SOLV) | 1.1 | $39M | 590k | 65.30 | |
| Autodesk (ADSK) | 1.0 | $35M | 147k | 239.40 | |
| Rexford Industrial Realty Inc reit (REXR) | 1.0 | $35M | 1.1M | 32.73 | |
| Watsco, Incorporated (WSO) | 0.9 | $33M | 91k | 363.79 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $33M | 399k | 82.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $32M | 66k | 479.20 | |
| Johnson & Johnson (JNJ) | 0.9 | $31M | 126k | 244.44 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.9 | $30M | 462k | 65.09 | |
| Boston Scientific Corporation (BSX) | 0.8 | $29M | 464k | 62.75 | |
| Builders FirstSource (BLDR) | 0.8 | $29M | 349k | 82.33 | |
| Fluor Corporation (FLR) | 0.8 | $28M | 592k | 46.65 | |
| Broadridge Financial Solutions (BR) | 0.8 | $27M | 168k | 162.48 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.8 | $27M | 227k | 118.60 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $26M | 137k | 192.90 | |
| Microsoft Corporation (MSFT) | 0.8 | $26M | 71k | 370.17 | |
| Trane Technologies SHS (TT) | 0.7 | $25M | 60k | 416.74 | |
| Shell Spon Ads (SHEL) | 0.7 | $24M | 262k | 93.00 | |
| Chevron Corporation (CVX) | 0.7 | $24M | 118k | 206.90 | |
| Chubb (CB) | 0.7 | $24M | 73k | 325.93 | |
| Goldman Sachs (GS) | 0.7 | $23M | 28k | 846.00 | |
| Applied Materials (AMAT) | 0.6 | $22M | 65k | 341.79 | |
| Paycom Software (PAYC) | 0.6 | $22M | 183k | 121.54 | |
| Rio Tinto Sponsored Adr (RIO) | 0.6 | $22M | 234k | 93.29 | |
| McDonald's Corporation (MCD) | 0.6 | $21M | 69k | 310.79 | |
| Entergy Corporation (ETR) | 0.6 | $21M | 187k | 112.36 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.6 | $21M | 275k | 76.16 | |
| Pepsi (PEP) | 0.6 | $20M | 130k | 155.29 | |
| Lowe's Companies (LOW) | 0.6 | $20M | 84k | 236.28 | |
| Cme (CME) | 0.6 | $20M | 67k | 295.35 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $19M | 199k | 95.44 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $18M | 30k | 604.38 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $18M | 73k | 244.18 | |
| Visa Com Cl A (V) | 0.5 | $18M | 58k | 302.24 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.5 | $17M | 329k | 52.56 | |
| American Tower Reit (AMT) | 0.5 | $16M | 95k | 172.58 | |
| American Express Company (AXP) | 0.5 | $16M | 53k | 302.48 | |
| Intel Corporation (INTC) | 0.4 | $15M | 348k | 44.13 | |
| Union Pacific Corporation (UNP) | 0.4 | $15M | 63k | 242.62 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $15M | 135k | 110.39 | |
| Parker-Hannifin Corporation (PH) | 0.4 | $15M | 17k | 895.23 | |
| Honeywell International (HON) | 0.4 | $15M | 65k | 226.03 | |
| Wal-Mart Stores (WMT) | 0.4 | $15M | 117k | 124.28 | |
| Abbott Laboratories (ABT) | 0.4 | $14M | 137k | 102.67 | |
| SLB Com Stk (SLB) | 0.4 | $14M | 265k | 51.39 | |
| Abbvie (ABBV) | 0.4 | $14M | 63k | 217.49 | |
| Realty Income (O) | 0.4 | $13M | 214k | 61.18 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $12M | 221k | 53.22 | |
| Astrazeneca Ord (AZN) | 0.3 | $11M | 55k | 197.22 | |
| Procter & Gamble Company (PG) | 0.3 | $10M | 72k | 144.44 | |
| American Healthcare Reit Com Shs (AHR) | 0.2 | $8.4M | 178k | 47.16 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $8.0M | 10k | 772.65 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $7.8M | 16k | 491.53 | |
| Apple (AAPL) | 0.2 | $7.3M | 29k | 253.79 | |
| J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) | 0.2 | $7.2M | 137k | 52.19 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $5.8M | 200k | 29.13 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $5.5M | 69k | 79.27 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $5.2M | 15k | 356.57 | |
| Tcw Etf Trust Flexible Income (FLXR) | 0.1 | $5.0M | 129k | 39.27 | |
| Progressive Corporation (PGR) | 0.1 | $4.8M | 24k | 198.24 | |
| Bwx Technologies (BWXT) | 0.1 | $4.7M | 23k | 204.49 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.6M | 56k | 82.75 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $4.6M | 9.6k | 474.57 | |
| Eaton Corp SHS (ETN) | 0.1 | $4.4M | 12k | 357.67 | |
| American Beacon Select Funds Glg Natural Reso (MGNR) | 0.1 | $4.1M | 79k | 51.58 | |
| Sun Communities (SUI) | 0.1 | $4.0M | 31k | 125.96 | |
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $3.9M | 106k | 37.20 | |
| Magnolia Oil & Gas Corp Cl A (MGY) | 0.1 | $3.4M | 109k | 31.57 | |
| Russell Invts Exchange Trade Us Small Cap Equ (RUSC) | 0.1 | $3.4M | 106k | 31.99 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.3M | 16k | 213.67 | |
| Chord Energy Corporation Com New (CHRD) | 0.1 | $3.2M | 23k | 142.18 | |
| Nicolet Bankshares (NIC) | 0.1 | $3.2M | 21k | 148.62 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $3.0M | 28k | 108.99 | |
| Seneca Foods Corp Cl A (SENEA) | 0.1 | $2.9M | 19k | 151.12 | |
| ICF International (ICFI) | 0.1 | $2.9M | 45k | 65.29 | |
| Connectone Banc (CNOB) | 0.1 | $2.9M | 108k | 26.77 | |
| RPM International (RPM) | 0.1 | $2.8M | 29k | 99.40 | |
| Unilever Spon Adr New (UL) | 0.1 | $2.8M | 50k | 56.97 | |
| Toro Company (TTC) | 0.1 | $2.8M | 30k | 93.44 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.8M | 28k | 97.23 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.7M | 27k | 100.57 | |
| Everest Re Group (EG) | 0.1 | $2.6M | 8.1k | 326.86 | |
| NetGear (NTGR) | 0.1 | $2.6M | 121k | 21.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.6M | 11k | 248.00 | |
| Johnson Controls Internation SHS (JCI) | 0.1 | $2.6M | 20k | 130.95 | |
| Daktronics (DAKT) | 0.1 | $2.4M | 121k | 19.55 | |
| Community Bank System (CBU) | 0.1 | $2.3M | 39k | 58.65 | |
| McGrath Rent (MGRC) | 0.1 | $2.3M | 21k | 110.28 | |
| United Bankshares (UBSI) | 0.1 | $2.2M | 53k | 41.42 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.2M | 3.7k | 597.55 | |
| Cavco Industries (CVCO) | 0.1 | $2.2M | 4.5k | 484.29 | |
| Pjt Partners Com Cl A (PJT) | 0.1 | $2.1M | 15k | 139.72 | |
| SkyWest (SKYW) | 0.1 | $2.1M | 23k | 91.83 | |
| Unitil Corporation (UTL) | 0.1 | $2.1M | 40k | 52.24 | |
| Hillman Solutions Corp (HLMN) | 0.1 | $2.1M | 253k | 8.32 | |
| Stag Industrial (STAG) | 0.1 | $2.0M | 55k | 36.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.9M | 6.8k | 287.56 | |
| Msa Safety Inc equity (MSA) | 0.1 | $1.9M | 12k | 163.95 | |
| Aon Shs Cl A (AON) | 0.1 | $1.9M | 5.9k | 322.78 | |
| Hawkins (HWKN) | 0.1 | $1.9M | 13k | 153.60 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $1.8M | 11k | 169.66 | |
| Nelnet Cl A (NNI) | 0.1 | $1.8M | 14k | 128.96 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.8M | 23k | 78.03 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.7M | 22k | 78.41 | |
| Simpson Manufacturing (SSD) | 0.0 | $1.6M | 9.4k | 171.62 | |
| Winmark Corporation (WINA) | 0.0 | $1.6M | 3.7k | 427.55 | |
| Progress Software Corporation (PRGS) | 0.0 | $1.6M | 61k | 25.65 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.5M | 17k | 85.23 | |
| Mayville Engineering (MEC) | 0.0 | $1.5M | 81k | 17.95 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.5M | 25k | 58.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $1.4M | 5.0k | 286.86 | |
| Apollo Global Mgmt (APO) | 0.0 | $1.4M | 13k | 111.42 | |
| Independence Realty Trust In (IRT) | 0.0 | $1.4M | 91k | 14.89 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $1.3M | 29k | 45.62 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.3M | 4.4k | 298.85 | |
| Safety Insurance (SAFT) | 0.0 | $1.3M | 17k | 72.64 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.2M | 21k | 57.64 | |
| Coca-Cola Company (KO) | 0.0 | $1.1M | 15k | 76.05 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.1M | 1.7k | 653.21 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $1.1M | 5.6k | 189.58 | |
| Universal Truckload Services (ULH) | 0.0 | $1.1M | 50k | 21.14 | |
| Stryker Corporation (SYK) | 0.0 | $1.0M | 3.1k | 328.59 | |
| Atmus Filtration Technologies Ord (ATMU) | 0.0 | $1.0M | 18k | 56.77 | |
| Eton Pharmaceuticals (ETON) | 0.0 | $1.0M | 41k | 24.68 | |
| Marriott Intl Cl A (MAR) | 0.0 | $967k | 3.0k | 327.07 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $961k | 14k | 67.00 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $958k | 15k | 64.08 | |
| Brightview Holdings (BV) | 0.0 | $939k | 80k | 11.79 | |
| Amazon (AMZN) | 0.0 | $898k | 4.3k | 208.27 | |
| Oracle Corporation (ORCL) | 0.0 | $877k | 6.0k | 147.11 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $868k | 8.9k | 97.12 | |
| UFP Technologies (UFPT) | 0.0 | $845k | 4.4k | 193.60 | |
| Citi Trends (CTRN) | 0.0 | $835k | 19k | 43.32 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $834k | 12k | 67.57 | |
| Qualcomm (QCOM) | 0.0 | $821k | 6.4k | 128.78 | |
| Medtronic SHS (MDT) | 0.0 | $793k | 9.2k | 86.65 | |
| Halliburton Company (HAL) | 0.0 | $785k | 20k | 38.99 | |
| Cisco Systems (CSCO) | 0.0 | $784k | 10k | 77.59 | |
| Community Healthcare Tr (CHCT) | 0.0 | $780k | 49k | 15.89 | |
| Crane Holdings (CXT) | 0.0 | $768k | 19k | 40.59 | |
| State Street Corporation (STT) | 0.0 | $762k | 6.0k | 126.56 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $750k | 2.3k | 320.81 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $750k | 5.4k | 138.37 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $733k | 26k | 28.71 | |
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $712k | 31k | 22.91 | |
| Boeing Company (BA) | 0.0 | $705k | 3.5k | 199.00 | |
| Eli Lilly & Co. (LLY) | 0.0 | $663k | 721.00 | 919.77 | |
| Hologic | 0.0 | $655k | 8.7k | 75.59 | |
| Caterpillar (CAT) | 0.0 | $653k | 922.00 | 708.46 | |
| First American Financial (FAF) | 0.0 | $637k | 11k | 60.29 | |
| Crocs (CROX) | 0.0 | $632k | 7.6k | 83.02 | |
| ConocoPhillips (COP) | 0.0 | $597k | 4.5k | 132.00 | |
| Ametek (AME) | 0.0 | $586k | 2.7k | 214.36 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $580k | 5.1k | 114.83 | |
| Illinois Tool Works (ITW) | 0.0 | $570k | 2.2k | 260.29 | |
| Xpo Logistics Inc equity (XPO) | 0.0 | $568k | 2.9k | 194.55 | |
| Paypal Holdings (PYPL) | 0.0 | $550k | 12k | 45.23 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $544k | 2.8k | 194.14 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $542k | 4.1k | 132.49 | |
| Insight Enterprises (NSIT) | 0.0 | $527k | 7.9k | 67.01 | |
| ResMed (RMD) | 0.0 | $514k | 2.3k | 224.48 | |
| Lyft Cl A Com (LYFT) | 0.0 | $493k | 37k | 13.30 | |
| Eversource Energy (ES) | 0.0 | $462k | 6.7k | 69.28 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $459k | 6.8k | 67.53 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $437k | 672.00 | 650.47 | |
| Amgen (AMGN) | 0.0 | $435k | 1.2k | 351.85 | |
| Norfolk Southern (NSC) | 0.0 | $427k | 1.5k | 287.03 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $423k | 4.7k | 90.53 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $406k | 777.00 | 522.96 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $397k | 923.00 | 430.29 | |
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.0 | $391k | 6.7k | 57.94 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $376k | 5.1k | 73.64 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $367k | 1.0k | 367.44 | |
| A. O. Smith Corporation (AOS) | 0.0 | $359k | 5.4k | 65.94 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $358k | 2.9k | 124.31 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $351k | 3.5k | 99.27 | |
| Science App Int'l (SAIC) | 0.0 | $347k | 3.7k | 94.92 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $337k | 546.00 | 617.14 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $331k | 3.7k | 88.70 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $329k | 4.4k | 74.72 | |
| FactSet Research Systems (FDS) | 0.0 | $326k | 1.5k | 216.99 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $316k | 6.2k | 50.95 | |
| Citigroup Com New (C) | 0.0 | $299k | 2.6k | 113.41 | |
| Home Depot (HD) | 0.0 | $292k | 887.00 | 328.89 | |
| Kroger (KR) | 0.0 | $289k | 4.0k | 72.36 | |
| Ubiquiti (UI) | 0.0 | $281k | 356.00 | 790.29 | |
| Southern Company (SO) | 0.0 | $278k | 2.9k | 96.52 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $271k | 5.0k | 54.05 | |
| Costco Wholesale Corporation (COST) | 0.0 | $269k | 270.00 | 996.43 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $264k | 5.5k | 48.05 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $262k | 1.7k | 152.75 | |
| Woodward Governor Company (WWD) | 0.0 | $256k | 715.00 | 357.92 | |
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.0 | $242k | 3.2k | 76.83 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $241k | 4.2k | 56.79 | |
| Vontier Corporation (VNT) | 0.0 | $238k | 6.7k | 35.47 | |
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.0 | $235k | 2.5k | 92.67 | |
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.0 | $230k | 6.8k | 33.81 | |
| TJX Companies (TJX) | 0.0 | $227k | 1.4k | 159.70 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $226k | 1.1k | 215.06 | |
| Hci (HCI) | 0.0 | $220k | 1.4k | 154.61 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $219k | 1.0k | 216.58 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $218k | 8.6k | 25.33 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $215k | 2.1k | 103.43 | |
| Totalenergies Se Act (TTE) | 0.0 | $209k | 2.3k | 90.98 | |
| Manulife Finl Corp (MFC) | 0.0 | $207k | 6.0k | 34.44 | |
| Meta Platforms Cl A (META) | 0.0 | $207k | 361.00 | 572.13 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $202k | 786.00 | 257.35 | |
| Spdr Index Shs Fds State Street Spd (GNR) | 0.0 | $202k | 2.7k | 74.67 | |
| Royal Gold (RGLD) | 0.0 | $201k | 792.00 | 254.35 | |
| Genuine Parts Company (GPC) | 0.0 | $201k | 1.9k | 105.72 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $199k | 14k | 14.25 | |
| Evolv Technologies Hldngs In Com Cl A (EVLV) | 0.0 | $99k | 16k | 6.05 |
