Banque Transatlantique SA as of March 31, 2026
Portfolio Holdings for Banque Transatlantique SA
Banque Transatlantique SA holds 442 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 |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.9 | $454M | 2.6M | 175.07 | |
| Microsoft Corporation (MSFT) | 9.3 | $387M | 1.0M | 370.10 | |
| Amazon (AMZN) | 8.0 | $333M | 1.6M | 209.69 | |
| Apple (AAPL) | 6.3 | $262M | 1.0M | 254.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $222M | 762k | 291.66 | |
| Costco Wholesale Corporation (COST) | 4.8 | $199M | 199k | 999.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $186M | 643k | 288.65 | |
| Wal-Mart Stores (WMT) | 3.6 | $152M | 1.2M | 124.79 | |
| Visa Com Cl A (V) | 3.5 | $145M | 482k | 301.65 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.9 | $122M | 356k | 341.62 | |
| Trane Technologies SHS (TT) | 2.5 | $106M | 252k | 422.11 | |
| CRH Ord (CRH) | 2.2 | $93M | 881k | 104.95 | |
| Broadcom (AVGO) | 1.8 | $74M | 237k | 312.79 | |
| Intuitive Surgical Com New (ISRG) | 1.6 | $69M | 149k | 461.94 | |
| Eaton Corp SHS (ETN) | 1.6 | $68M | 188k | 361.02 | |
| Linde SHS (LIN) | 1.6 | $67M | 134k | 496.20 | |
| Kla Corp Com New (KLAC) | 1.5 | $62M | 41k | 1492.97 | |
| O'reilly Automotive (ORLY) | 1.5 | $61M | 656k | 92.37 | |
| Stryker Corporation (SYK) | 1.4 | $59M | 178k | 330.27 | |
| Howmet Aerospace (HWM) | 1.2 | $51M | 218k | 234.51 | |
| Boston Scientific Corporation (BSX) | 1.2 | $50M | 799k | 62.87 | |
| Motorola Solutions Com New (MSI) | 1.0 | $44M | 101k | 433.61 | |
| Eli Lilly & Co. (LLY) | 1.0 | $43M | 46k | 932.56 | |
| Deere & Company (DE) | 1.0 | $42M | 73k | 565.69 | |
| Ferrari Nv Ord (RACE) | 1.0 | $40M | 119k | 335.84 | |
| Palo Alto Networks (PANW) | 1.0 | $40M | 246k | 161.84 | |
| Home Depot (HD) | 0.8 | $35M | 106k | 329.01 | |
| McDonald's Corporation (MCD) | 0.8 | $32M | 103k | 308.65 | |
| Synopsys (SNPS) | 0.7 | $29M | 74k | 396.23 | |
| Danaher Corporation (DHR) | 0.7 | $28M | 150k | 189.09 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $27M | 54k | 493.46 | |
| Advanced Micro Devices (AMD) | 0.6 | $24M | 116k | 202.67 | |
| Arista Networks Com Shs (ANET) | 0.5 | $22M | 176k | 126.53 | |
| Johnson & Johnson (JNJ) | 0.5 | $21M | 84k | 243.34 | |
| Mp Materials Corp Com Cl A (MP) | 0.5 | $20M | 414k | 47.90 | |
| Micron Technology (MU) | 0.5 | $19M | 58k | 335.47 | |
| Arm Holdings Sponsored Ads (ARM) | 0.5 | $19M | 124k | 151.42 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $18M | 113k | 160.98 | |
| Zoetis Cl A (ZTS) | 0.4 | $18M | 153k | 118.09 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $18M | 60k | 293.42 | |
| Ge Vernova (GEV) | 0.4 | $16M | 18k | 889.92 | |
| Canadian Natl Ry (CNI) | 0.3 | $15M | 141k | 103.46 | |
| Ingersoll Rand (IR) | 0.3 | $14M | 177k | 80.09 | |
| Booking Holdings (BKNG) | 0.3 | $13M | 8.3k | 1553.30 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $12M | 157k | 78.60 | |
| Astrazeneca Sponsored Adr | 0.3 | $12M | 62k | 194.00 | |
| Hca Holdings (HCA) | 0.3 | $12M | 25k | 476.65 | |
| Casey's General Stores (CASY) | 0.3 | $11M | 15k | 727.70 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $7.9M | 11k | 697.72 | |
| Coca-Cola Company (KO) | 0.2 | $7.8M | 102k | 76.13 | |
| Spdr Series Trust State Street Spd (SPIB) | 0.2 | $7.4M | 221k | 33.54 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $7.4M | 90k | 82.75 | |
| Waste Management (WM) | 0.1 | $5.9M | 26k | 229.80 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $5.5M | 28k | 197.09 | |
| Meta Platforms Cl A (META) | 0.1 | $5.4M | 9.5k | 575.36 | |
| salesforce (CRM) | 0.1 | $5.4M | 30k | 182.17 | |
| Caterpillar (CAT) | 0.1 | $5.1M | 7.0k | 725.84 | |
| American Express Company (AXP) | 0.1 | $4.7M | 16k | 304.10 | |
| Vanguard World Financials Etf (VFH) | 0.1 | $4.6M | 38k | 120.81 | |
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $4.5M | 40k | 110.86 | |
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $4.4M | 94k | 47.20 | |
| Servicenow (NOW) | 0.1 | $4.1M | 39k | 105.45 | |
| Merck & Co (MRK) | 0.1 | $4.0M | 33k | 120.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $4.0M | 8.3k | 478.21 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $3.9M | 28k | 139.81 | |
| Builders FirstSource (BLDR) | 0.1 | $3.8M | 46k | 82.33 | |
| International Business Machines (IBM) | 0.1 | $3.7M | 16k | 242.28 | |
| Bank of America Corporation (BAC) | 0.1 | $3.7M | 75k | 48.99 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.6M | 15k | 243.12 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $3.5M | 326k | 10.88 | |
| Cisco Systems (CSCO) | 0.1 | $3.3M | 43k | 77.60 | |
| Abbott Laboratories (ABT) | 0.1 | $3.3M | 32k | 102.74 | |
| Spdr Series Trust State Street Spd (SPBO) | 0.1 | $3.1M | 108k | 29.03 | |
| Netflix (NFLX) | 0.1 | $3.1M | 33k | 96.18 | |
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $3.0M | 41k | 73.14 | |
| Procter & Gamble Company (PG) | 0.1 | $3.0M | 21k | 144.73 | |
| McKesson Corporation (MCK) | 0.1 | $3.0M | 3.5k | 865.35 | |
| Procept Biorobotics Corp (PRCT) | 0.1 | $3.0M | 118k | 25.01 | |
| MercadoLibre (MELI) | 0.1 | $2.9M | 1.7k | 1725.06 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $2.9M | 4.4k | 651.17 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $2.8M | 23k | 123.32 | |
| Cadence Design Systems (CDNS) | 0.1 | $2.7M | 9.8k | 277.15 | |
| Ubs Group SHS (UBS) | 0.1 | $2.7M | 70k | 38.44 | |
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $2.7M | 38k | 70.27 | |
| Spotify Technology S A SHS (SPOT) | 0.1 | $2.6M | 5.4k | 484.91 | |
| Edwards Lifesciences (EW) | 0.1 | $2.6M | 32k | 80.55 | |
| Oklo Com Cl A (OKLO) | 0.1 | $2.5M | 55k | 45.97 | |
| Circle Internet Group Com Cl A (CRCL) | 0.1 | $2.5M | 27k | 90.65 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.5M | 4.9k | 498.43 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $2.4M | 4.0k | 616.76 | |
| Wabtec Corporation (WAB) | 0.1 | $2.4M | 9.6k | 249.20 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $2.4M | 6.1k | 391.76 | |
| IDEXX Laboratories (IDXX) | 0.1 | $2.4M | 4.2k | 562.60 | |
| Williams Companies (WMB) | 0.1 | $2.3M | 31k | 72.78 | |
| Rockwell Automation (ROK) | 0.1 | $2.3M | 6.3k | 360.44 | |
| AutoZone (AZO) | 0.1 | $2.3M | 661.00 | 3407.71 | |
| Citigroup Com New (C) | 0.1 | $2.2M | 20k | 113.41 | |
| Philip Morris International (PM) | 0.1 | $2.2M | 14k | 156.72 | |
| Tapestry (TPR) | 0.1 | $2.1M | 15k | 141.11 | |
| Snowflake Com Shs (SNOW) | 0.1 | $2.1M | 14k | 150.77 | |
| Sandisk Corp (SNDK) | 0.0 | $2.1M | 3.3k | 635.34 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $2.1M | 1.9k | 1081.75 | |
| Ge Aerospace Com New (GE) | 0.0 | $2.0M | 7.0k | 290.84 | |
| Expedia Group Com New (EXPE) | 0.0 | $2.0M | 8.6k | 230.88 | |
| Becton, Dickinson and (BDX) | 0.0 | $2.0M | 13k | 155.73 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $1.9M | 9.9k | 193.92 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $1.9M | 9.1k | 209.02 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.9M | 24k | 79.27 | |
| Metropcs Communications (TMUS) | 0.0 | $1.8M | 8.4k | 210.03 | |
| Chubb (CB) | 0.0 | $1.7M | 5.4k | 325.93 | |
| Ecolab (ECL) | 0.0 | $1.7M | 6.4k | 266.06 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $1.6M | 25k | 65.70 | |
| Caci Intl Cl A (CACI) | 0.0 | $1.6M | 2.9k | 543.87 | |
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $1.6M | 20k | 78.98 | |
| Ptc (PTC) | 0.0 | $1.5M | 11k | 142.42 | |
| Uber Technologies (UBER) | 0.0 | $1.5M | 21k | 71.93 | |
| Air Products & Chemicals (APD) | 0.0 | $1.4M | 5.0k | 288.20 | |
| Quanta Services (PWR) | 0.0 | $1.4M | 2.6k | 549.08 | |
| Williams-Sonoma (WSM) | 0.0 | $1.4M | 7.6k | 182.33 | |
| S&p Global (SPGI) | 0.0 | $1.4M | 3.2k | 425.28 | |
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $1.3M | 16k | 84.84 | |
| Natera (NTRA) | 0.0 | $1.3M | 6.7k | 199.99 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $1.3M | 5.9k | 224.59 | |
| Amgen (AMGN) | 0.0 | $1.3M | 3.7k | 351.94 | |
| Newmont Mining Corporation (NEM) | 0.0 | $1.3M | 12k | 110.19 | |
| Abbvie (ABBV) | 0.0 | $1.3M | 5.8k | 217.41 | |
| Walt Disney Company (DIS) | 0.0 | $1.3M | 13k | 96.39 | |
| Itt (ITT) | 0.0 | $1.2M | 6.5k | 190.53 | |
| Astera Labs (ALAB) | 0.0 | $1.2M | 11k | 109.57 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $1.2M | 15k | 78.66 | |
| Allegion Ord Shs (ALLE) | 0.0 | $1.1M | 7.9k | 145.29 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $1.1M | 14k | 74.72 | |
| Simpson Manufacturing (SSD) | 0.0 | $1.0M | 6.0k | 171.62 | |
| CF Industries Holdings (CF) | 0.0 | $986k | 7.6k | 129.84 | |
| Tesla Motors (TSLA) | 0.0 | $984k | 2.7k | 363.94 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $938k | 23k | 41.49 | |
| Ishares Tr Us Tech Brkthr (TECB) | 0.0 | $926k | 17k | 55.48 | |
| Moderna (MRNA) | 0.0 | $916k | 18k | 50.67 | |
| Carrier Global Corporation (CARR) | 0.0 | $914k | 16k | 56.62 | |
| TJX Companies (TJX) | 0.0 | $907k | 5.7k | 159.70 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $902k | 6.7k | 135.49 | |
| Marvell Technology (MRVL) | 0.0 | $900k | 9.1k | 99.37 | |
| Intel Corporation (INTC) | 0.0 | $896k | 20k | 45.33 | |
| Hubbell (HUBB) | 0.0 | $877k | 1.8k | 490.74 | |
| Tyler Technologies (TYL) | 0.0 | $875k | 2.6k | 342.38 | |
| Kenvue (KVUE) | 0.0 | $866k | 50k | 17.24 | |
| Cae (CAE) | 0.0 | $863k | 33k | 26.05 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $861k | 18k | 46.95 | |
| Nvent Elec SHS (NVT) | 0.0 | $847k | 7.2k | 118.28 | |
| Medtronic SHS (MDT) | 0.0 | $832k | 9.6k | 86.65 | |
| United Rentals (URI) | 0.0 | $824k | 1.1k | 728.56 | |
| Blackrock (BLK) | 0.0 | $819k | 851.00 | 962.09 | |
| RPM International (RPM) | 0.0 | $804k | 8.1k | 99.40 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $777k | 3.3k | 233.30 | |
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $763k | 17k | 45.18 | |
| Siteone Landscape Supply (SITE) | 0.0 | $747k | 5.6k | 133.11 | |
| Franco-Nevada Corporation (FNV) | 0.0 | $742k | 3.0k | 249.64 | |
| Lowe's Companies (LOW) | 0.0 | $741k | 3.1k | 236.28 | |
| Canadian Natural Resources (CNQ) | 0.0 | $736k | 15k | 49.07 | |
| Pfizer (PFE) | 0.0 | $727k | 26k | 28.26 | |
| Cameco Corporation (CCJ) | 0.0 | $720k | 6.6k | 108.61 | |
| Mongodb Cl A (MDB) | 0.0 | $713k | 2.9k | 244.77 | |
| CenterPoint Energy (CNP) | 0.0 | $710k | 17k | 43.16 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $706k | 14k | 49.37 | |
| Nutrien (NTR) | 0.0 | $703k | 9.3k | 75.36 | |
| Generac Holdings (GNRC) | 0.0 | $687k | 3.5k | 195.33 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $685k | 47k | 14.61 | |
| Prologis (PLD) | 0.0 | $679k | 5.1k | 132.20 | |
| Republic Services (RSG) | 0.0 | $676k | 3.1k | 219.04 | |
| Fabrinet SHS (FN) | 0.0 | $661k | 1.3k | 521.52 | |
| Dell Technologies CL C (DELL) | 0.0 | $650k | 4.0k | 164.13 | |
| Antero Midstream Corp antero midstream (AM) | 0.0 | $644k | 28k | 22.80 | |
| Travelers Companies (TRV) | 0.0 | $635k | 2.2k | 291.68 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $632k | 13k | 49.97 | |
| Equinix (EQIX) | 0.0 | $619k | 631.00 | 980.56 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $618k | 3.2k | 194.14 | |
| Regions Financial Corporation (RF) | 0.0 | $591k | 23k | 26.12 | |
| Chevron Corporation (CVX) | 0.0 | $590k | 2.9k | 205.73 | |
| Novanta (NOVT) | 0.0 | $584k | 4.9k | 118.11 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $578k | 6.3k | 92.21 | |
| Epam Systems (EPAM) | 0.0 | $575k | 4.2k | 135.40 | |
| Gilead Sciences (GILD) | 0.0 | $574k | 4.1k | 139.37 | |
| Esab Corporation (ESAB) | 0.0 | $548k | 5.7k | 96.66 | |
| Oracle Corporation (ORCL) | 0.0 | $539k | 3.7k | 145.94 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $535k | 11k | 50.37 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $531k | 6.2k | 85.02 | |
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $531k | 3.2k | 163.58 | |
| Analog Devices (ADI) | 0.0 | $513k | 1.6k | 318.29 | |
| Applied Materials (AMAT) | 0.0 | $507k | 1.5k | 341.93 | |
| American Intl Group Com New (AIG) | 0.0 | $500k | 6.6k | 75.25 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $499k | 7.5k | 66.28 | |
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $499k | 5.4k | 91.64 | |
| Altria (MO) | 0.0 | $497k | 7.6k | 65.20 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $496k | 3.8k | 131.01 | |
| Moog Cl A (MOG.A) | 0.0 | $492k | 1.7k | 292.64 | |
| Intercontinental Exchange (ICE) | 0.0 | $484k | 3.1k | 157.27 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $475k | 1.9k | 251.06 | |
| Vulcan Materials Company (VMC) | 0.0 | $474k | 1.7k | 272.30 | |
| Morgan Stanley Com New (MS) | 0.0 | $468k | 2.8k | 164.76 | |
| NVR (NVR) | 0.0 | $468k | 71.00 | 6589.83 | |
| Teledyne Technologies Incorporated (TDY) | 0.0 | $467k | 772.00 | 605.01 | |
| WESCO International (WCC) | 0.0 | $463k | 1.7k | 273.62 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $457k | 1.6k | 287.18 | |
| Spdr Series Trust State Street Spd (RWR) | 0.0 | $454k | 4.5k | 100.97 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $454k | 3.8k | 120.04 | |
| Neptune Ins Hldgs Cl A (NP) | 0.0 | $448k | 19k | 24.19 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $438k | 5.7k | 77.11 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $435k | 7.7k | 56.79 | |
| Regal-beloit Corporation (RRX) | 0.0 | $431k | 2.3k | 187.26 | |
| Union Pacific Corporation (UNP) | 0.0 | $428k | 1.8k | 242.69 | |
| Spdr Series Trust State Street Spd (SPTS) | 0.0 | $408k | 14k | 29.18 | |
| Post Holdings Inc Common (POST) | 0.0 | $401k | 4.1k | 98.86 | |
| 3M Company (MMM) | 0.0 | $394k | 2.7k | 144.67 | |
| Valmont Industries (VMI) | 0.0 | $384k | 962.00 | 399.57 | |
| Clean Harbors (CLH) | 0.0 | $377k | 1.3k | 286.73 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $375k | 4.3k | 87.77 | |
| Dollar General (DG) | 0.0 | $374k | 3.1k | 119.70 | |
| CVS Caremark Corporation (CVS) | 0.0 | $368k | 5.1k | 71.82 | |
| Flextronics Intl Ord (FLEX) | 0.0 | $358k | 5.5k | 65.46 | |
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $340k | 4.0k | 85.71 | |
| Arch Cap Group Ord (ACGL) | 0.0 | $333k | 3.6k | 91.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $333k | 576.00 | 577.18 | |
| American Water Works (AWK) | 0.0 | $316k | 2.3k | 136.09 | |
| Sherwin-Williams Company (SHW) | 0.0 | $315k | 970.00 | 324.32 | |
| Qiagen Nv Ord Shares (QGEN) | 0.0 | $313k | 7.8k | 40.14 | |
| Comfort Systems USA (FIX) | 0.0 | $312k | 226.00 | 1379.62 | |
| SLB Com Stk (SLB) | 0.0 | $311k | 6.3k | 49.82 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $307k | 6.7k | 45.89 | |
| UnitedHealth (UNH) | 0.0 | $291k | 1.1k | 270.56 | |
| Waters Corporation (WAT) | 0.0 | $289k | 966.00 | 298.61 | |
| Franklin Templeton Etf Tr Ftse Brazil (FLBR) | 0.0 | $288k | 12k | 23.89 | |
| MetLife (MET) | 0.0 | $285k | 4.0k | 70.72 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $284k | 8.0k | 35.54 | |
| Goldman Sachs (GS) | 0.0 | $283k | 334.00 | 846.01 | |
| Standardaero (SARO) | 0.0 | $281k | 11k | 25.83 | |
| Chewy Cl A (CHWY) | 0.0 | $276k | 10k | 27.00 | |
| Spdr Series Trust Bloomberg Emergi (EBND) | 0.0 | $267k | 13k | 20.64 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $266k | 3.0k | 88.70 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $256k | 1.0k | 248.00 | |
| Spdr Series Trust State Street Spd (SPIP) | 0.0 | $256k | 9.8k | 26.01 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $243k | 1.3k | 191.92 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $239k | 2.1k | 115.01 | |
| Honeywell International (HON) | 0.0 | $231k | 1.0k | 226.03 | |
| Flowserve Corporation (FLS) | 0.0 | $228k | 3.1k | 73.51 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $225k | 4.7k | 47.53 | |
| Constellation Energy (CEG) | 0.0 | $225k | 806.00 | 278.62 | |
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $221k | 302.00 | 730.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $218k | 365.00 | 597.55 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $216k | 3.7k | 57.56 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $212k | 5.3k | 40.24 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $208k | 465.00 | 446.87 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $199k | 5.0k | 39.84 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $196k | 254.00 | 772.39 | |
| Keysight Technologies (KEYS) | 0.0 | $189k | 655.00 | 288.61 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $188k | 2.7k | 70.61 | |
| Cme (CME) | 0.0 | $185k | 625.00 | 295.35 | |
| Public Service Enterprise (PEG) | 0.0 | $182k | 2.3k | 80.95 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $179k | 542.00 | 330.87 | |
| Cooper Cos (COO) | 0.0 | $176k | 2.5k | 71.39 | |
| General Motors Company (GM) | 0.0 | $172k | 2.3k | 74.50 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $152k | 381.00 | 398.00 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $151k | 4.0k | 37.83 | |
| Incyte Corporation (INCY) | 0.0 | $150k | 1.6k | 94.12 | |
| Suncor Energy (SU) | 0.0 | $149k | 2.3k | 66.11 | |
| Starbucks Corporation (SBUX) | 0.0 | $129k | 1.4k | 90.05 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $126k | 1.0k | 126.28 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $122k | 1.7k | 71.67 | |
| L3harris Technologies (LHX) | 0.0 | $122k | 350.00 | 348.35 | |
| Keurig Dr Pepper (KDP) | 0.0 | $121k | 4.6k | 26.34 | |
| Weyerhaeuser Com New (WY) | 0.0 | $120k | 4.9k | 24.44 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $120k | 681.00 | 175.53 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $118k | 890.00 | 132.90 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $118k | 615.00 | 191.81 | |
| Jd.com Spon Ads Cl A (JD) | 0.0 | $115k | 3.9k | 29.58 | |
| Block Cl A (XYZ) | 0.0 | $107k | 1.8k | 60.18 | |
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $107k | 1.5k | 69.87 | |
| Colgate-Palmolive Company (CL) | 0.0 | $106k | 1.2k | 85.37 | |
| Uranium Energy (UEC) | 0.0 | $106k | 7.8k | 13.50 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $103k | 2.1k | 48.46 | |
| Gulfport Energy Corp Common Shares (GPOR) | 0.0 | $101k | 476.00 | 211.57 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $100k | 1.4k | 69.37 | |
| Workiva Com Cl A (WK) | 0.0 | $99k | 1.7k | 59.63 | |
| Markel Corporation (MKL) | 0.0 | $98k | 51.00 | 1914.08 | |
| EQT Corporation (EQT) | 0.0 | $96k | 1.5k | 63.64 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $95k | 405.00 | 234.03 | |
| American Tower Reit (AMT) | 0.0 | $93k | 541.00 | 172.58 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $91k | 920.00 | 98.38 | |
| Xylem (XYL) | 0.0 | $84k | 695.00 | 121.20 | |
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $83k | 2.8k | 30.07 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $82k | 865.00 | 94.41 | |
| Antero Res (AR) | 0.0 | $79k | 1.9k | 42.44 | |
| Diageo Spon Adr New (DEO) | 0.0 | $77k | 2.5k | 30.64 | |
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $73k | 2.7k | 27.20 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $71k | 785.00 | 90.53 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $69k | 681.00 | 100.64 | |
| PerkinElmer (RVTY) | 0.0 | $69k | 775.00 | 88.33 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $68k | 801.00 | 84.44 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $60k | 1.3k | 46.51 | |
| Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.0 | $60k | 689.00 | 86.52 | |
| Datadog Cl A Com (DDOG) | 0.0 | $59k | 500.00 | 118.17 | |
| PNC Financial Services (PNC) | 0.0 | $58k | 280.00 | 208.09 | |
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $56k | 1.3k | 45.12 | |
| Bristol Myers Squibb (BMY) | 0.0 | $56k | 920.00 | 60.62 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $53k | 1.2k | 45.26 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $51k | 1.9k | 26.83 | |
| HEICO Corporation (HEI) | 0.0 | $51k | 185.00 | 274.31 | |
| Strategy Cl A New (MSTR) | 0.0 | $50k | 405.00 | 122.26 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $48k | 1.0k | 47.57 | |
| Hexcel Corporation (HXL) | 0.0 | $47k | 581.00 | 80.98 | |
| Mercury Computer Systems (MRCY) | 0.0 | $47k | 642.00 | 72.91 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $46k | 400.00 | 114.05 | |
| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.0 | $45k | 399.00 | 112.62 | |
| Apollo Global Mgmt (APO) | 0.0 | $45k | 400.00 | 111.42 | |
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $43k | 447.00 | 96.70 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $43k | 200.00 | 213.75 | |
| Boeing Company (BA) | 0.0 | $42k | 205.00 | 204.75 | |
| M&T Bank Corporation (MTB) | 0.0 | $41k | 200.00 | 206.81 | |
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $41k | 715.00 | 57.14 | |
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.0 | $41k | 572.00 | 71.39 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $39k | 330.00 | 118.47 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $39k | 350.00 | 110.36 | |
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $37k | 4.3k | 8.62 | |
| EOG Resources (EOG) | 0.0 | $37k | 255.00 | 144.57 | |
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.0 | $36k | 1.2k | 30.19 | |
| Autodesk (ADSK) | 0.0 | $35k | 146.00 | 239.40 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $34k | 1.4k | 24.27 | |
| SYSCO Corporation (SYY) | 0.0 | $34k | 473.00 | 71.33 | |
| Penumbra (PEN) | 0.0 | $33k | 100.00 | 327.56 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $32k | 332.00 | 96.47 | |
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.0 | $32k | 397.00 | 80.58 | |
| FedEx Corporation (FDX) | 0.0 | $32k | 89.00 | 355.08 | |
| First Tr Exchange Traded Nasdq Fod Bvrg (FTXG) | 0.0 | $29k | 1.3k | 22.14 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $29k | 1.3k | 21.62 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $29k | 47.00 | 615.02 | |
| Cheniere Energy Com New (LNG) | 0.0 | $28k | 100.00 | 283.89 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $27k | 600.00 | 44.45 | |
| Snap Cl A (SNAP) | 0.0 | $26k | 5.7k | 4.60 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $26k | 685.00 | 38.42 | |
| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 0.0 | $25k | 465.00 | 53.53 | |
| Ark Etf Tr Blockchain & Fin (ARKF) | 0.0 | $25k | 655.00 | 37.89 | |
| American Electric Power Company (AEP) | 0.0 | $24k | 180.00 | 131.11 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $23k | 262.00 | 88.46 | |
| Amrize SHS (AMRZ) | 0.0 | $22k | 404.00 | 54.36 | |
| Manulife Finl Corp (MFC) | 0.0 | $22k | 635.00 | 34.44 | |
| Nexgen Energy (NXE) | 0.0 | $22k | 1.9k | 11.55 | |
| Icon SHS (ICLR) | 0.0 | $21k | 188.00 | 110.66 | |
| Paypal Holdings (PYPL) | 0.0 | $20k | 429.00 | 45.47 | |
| Verizon Communications (VZ) | 0.0 | $20k | 385.00 | 50.61 | |
| Dex (DXCM) | 0.0 | $18k | 290.00 | 62.77 | |
| Corteva (CTVA) | 0.0 | $18k | 213.00 | 83.46 | |
| Fidelity Covington Trust Msci Utils Index (FUTY) | 0.0 | $18k | 297.00 | 59.07 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $18k | 15.00 | 1168.27 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $17k | 75.00 | 222.29 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $17k | 246.00 | 67.59 | |
| Rocket Lab Corp (RKLB) | 0.0 | $16k | 250.00 | 65.24 | |
| Nextera Energy (NEE) | 0.0 | $16k | 172.00 | 92.88 | |
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $16k | 143.00 | 109.47 | |
| Invesco Exchange Traded Fd T S&p 500a Eql (RSPC) | 0.0 | $15k | 412.00 | 37.40 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $15k | 251.00 | 61.35 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $15k | 130.00 | 118.05 | |
| Agnico (AEM) | 0.0 | $15k | 73.00 | 209.25 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $15k | 194.00 | 76.16 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $14k | 225.00 | 64.08 | |
| Carter's (CRI) | 0.0 | $14k | 391.00 | 35.79 | |
| Invesco Exchange Traded Fd T S&p500 Eql Stp (RSPS) | 0.0 | $14k | 464.00 | 29.50 | |
| Taskus Class A Com (TASK) | 0.0 | $14k | 2.0k | 6.71 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $14k | 200.00 | 67.82 | |
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $14k | 234.00 | 57.64 | |
| Ameriprise Financial (AMP) | 0.0 | $13k | 30.00 | 448.03 | |
| ConocoPhillips (COP) | 0.0 | $13k | 100.00 | 133.08 | |
| Howard Hughes Holdings (HHH) | 0.0 | $13k | 205.00 | 63.26 | |
| Fortive (FTV) | 0.0 | $13k | 225.00 | 55.66 | |
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $13k | 300.00 | 41.72 | |
| Dupont De Nemours (DD) | 0.0 | $12k | 261.00 | 46.02 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $11k | 158.00 | 69.75 | |
| Dow (DOW) | 0.0 | $9.9k | 244.00 | 40.52 | |
| Coty Com Cl A (COTY) | 0.0 | $9.8k | 4.7k | 2.08 | |
| Paychex (PAYX) | 0.0 | $9.3k | 100.00 | 92.87 | |
| Hartford Financial Services (HIG) | 0.0 | $9.1k | 68.00 | 134.07 | |
| Realty Income (O) | 0.0 | $9.0k | 147.00 | 61.18 | |
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $8.6k | 326.00 | 26.48 | |
| Stellantis SHS (STLA) | 0.0 | $8.5k | 1.2k | 7.00 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $8.4k | 400.00 | 20.93 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $8.3k | 12.00 | 694.00 | |
| Nano Nuclear Energy (NNE) | 0.0 | $8.2k | 400.00 | 20.48 | |
| Staar Surgical Com Par $0.01 (STAA) | 0.0 | $7.4k | 395.00 | 18.85 | |
| Public Storage (PSA) | 0.0 | $7.3k | 27.00 | 270.89 | |
| Alcon Ord Shs (ALC) | 0.0 | $6.7k | 91.00 | 73.99 | |
| Illumina (ILMN) | 0.0 | $6.3k | 50.00 | 126.10 | |
| Zoom Communications Cl A (ZM) | 0.0 | $5.9k | 73.00 | 80.38 | |
| Ametek (AME) | 0.0 | $5.4k | 25.00 | 217.72 | |
| Align Technology (ALGN) | 0.0 | $5.0k | 29.00 | 172.83 | |
| Twist Bioscience Corp (TWST) | 0.0 | $4.9k | 100.00 | 49.33 | |
| Compass Minerals International (CMP) | 0.0 | $4.8k | 206.00 | 23.33 | |
| Netskope Cl A (NTSK) | 0.0 | $4.7k | 550.00 | 8.56 | |
| N-able Common Stock (NABL) | 0.0 | $4.6k | 980.00 | 4.67 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $4.3k | 190.00 | 22.69 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $4.2k | 130.00 | 32.27 | |
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $4.2k | 74.00 | 56.58 | |
| Celestica (CLS) | 0.0 | $4.0k | 14.00 | 286.86 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.6k | 21.00 | 172.24 | |
| Astronics Corporation (ATRO) | 0.0 | $3.5k | 50.00 | 70.42 | |
| Wells Fargo & Company (WFC) | 0.0 | $3.5k | 44.00 | 79.61 | |
| Gamestop Corp Cl A (GME) | 0.0 | $3.3k | 145.00 | 23.04 | |
| Qualcomm (QCOM) | 0.0 | $3.2k | 25.00 | 129.84 | |
| Contineum Therapeutics Cl A (CTNM) | 0.0 | $2.9k | 220.00 | 13.39 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $2.8k | 924.00 | 3.05 | |
| Ralliant Corp (RAL) | 0.0 | $2.8k | 66.00 | 42.42 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $2.8k | 100.00 | 27.67 | |
| Rigetti Computing Common Stock (RGTI) | 0.0 | $2.7k | 200.00 | 13.45 | |
| Pepsi (PEP) | 0.0 | $2.6k | 17.00 | 155.29 | |
| Medicinova Com New (MNOV) | 0.0 | $2.6k | 1.9k | 1.41 | |
| D-wave Quantum (QBTS) | 0.0 | $2.5k | 180.00 | 13.64 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $2.5k | 40.00 | 61.25 | |
| Monster Beverage Corp (MNST) | 0.0 | $2.2k | 30.00 | 72.47 | |
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $2.0k | 88.00 | 22.98 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $2.0k | 72.00 | 27.93 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.9k | 145.00 | 12.87 | |
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $1.8k | 26.00 | 70.35 | |
| Digital Realty Trust (DLR) | 0.0 | $1.8k | 10.00 | 181.70 | |
| XP Cl A (XP) | 0.0 | $1.6k | 85.00 | 19.04 | |
| Ballard Pwr Sys (BLDP) | 0.0 | $1.6k | 665.00 | 2.42 | |
| Goldmining (GLDG) | 0.0 | $1.2k | 1.0k | 1.23 | |
| Plug Pwr Com New (PLUG) | 0.0 | $1.1k | 490.00 | 2.26 | |
| Nike CL B (NKE) | 0.0 | $1.1k | 20.00 | 53.25 | |
| Embecta Corp Common Stock (EMBC) | 0.0 | $988.998600 | 113.00 | 8.75 | |
| Novavax Com New (NVAX) | 0.0 | $984.996000 | 120.00 | 8.21 | |
| Atara Biotherapeutics Com New (ATRA) | 0.0 | $905.995200 | 176.00 | 5.15 | |
| Teladoc (TDOC) | 0.0 | $879.008000 | 160.00 | 5.49 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $761.002000 | 110.00 | 6.92 | |
| Esperion Therapeutics (ESPR) | 0.0 | $717.990000 | 260.00 | 2.76 | |
| Vontier Corporation (VNT) | 0.0 | $716.000000 | 20.00 | 35.80 | |
| Organon & Co Common Stock (OGN) | 0.0 | $676.001100 | 111.00 | 6.09 | |
| Spdr Series Trust State Street Spd (SHM) | 0.0 | $526.000200 | 11.00 | 47.82 | |
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $510.999500 | 11.00 | 46.45 | |
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $510.000000 | 20.00 | 25.50 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $253.000800 | 17.00 | 14.88 | |
| Encana Corporation (OVV) | 0.0 | $114.000000 | 2.00 | 57.00 | |
| Versant Media Group Com Cl A (VSNT) | 0.0 | $74.000000 | 2.00 | 37.00 | |
| Gamestop Corp *w Exp 10/30/202 (GME.WS) | 0.0 | $53.999400 | 14.00 | 3.86 | |
| Precision Optics Corp Inc Ma Com New (POCI) | 0.0 | $44.000000 | 10.00 | 4.40 | |
| Kinross Gold Corp (KGC) | 0.0 | $31.000000 | 1.00 | 31.00 |