Beese Fulmer Investment Management

Beese Fulmer Investment Management as of June 30, 2025

Portfolio Holdings for Beese Fulmer Investment Management

Beese Fulmer Investment Management holds 285 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp Stock (MSFT) 5.2 $70M 141k 497.41
Apple Stock (AAPL) 4.9 $65M 318k 205.17
Broadcom Stock (AVGO) 3.6 $48M 173k 275.65
Amazon Stock (AMZN) 3.0 $40M 181k 219.39
Mastercard Incorporated Cl A Stock (MA) 2.8 $38M 67k 561.94
Costco Wholesale Corporation Stock (COST) 2.2 $30M 31k 989.94
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.1 $29M 59k 485.77
Jpmorgan Chase & Co Stock (JPM) 2.0 $27M 94k 289.91
Netflix Stock (NFLX) 2.0 $27M 20k 1339.13
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.0 $27M 153k 176.23
Oreilly Automotive Stock (ORLY) 2.0 $27M 297k 90.13
Meta Platforms Inc Cl A Stock (META) 1.9 $26M 35k 738.09
Rtx Corporation Stock (RTX) 1.9 $26M 176k 146.02
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $23M 130k 177.39
Exxon Mobil Corp Stock (XOM) 1.6 $22M 201k 107.80
Dell Technologies Inc Cl C Stock (DELL) 1.6 $22M 175k 122.60
Tjx Cos Stock (TJX) 1.6 $21M 171k 123.49
Philip Morris Intl Stock (PM) 1.5 $21M 113k 182.13
Johnson & Johnson Stock (JNJ) 1.5 $20M 132k 152.75
Procter & Gamble Company Stock (PG) 1.5 $20M 124k 159.32
Salesforce Stock (CRM) 1.4 $18M 67k 272.69
Goldman Sachs Group Stock (GS) 1.3 $18M 26k 707.75
Intercontinental Exchange Stock (ICE) 1.3 $18M 97k 183.47
Stryker Corporation Stock (SYK) 1.3 $17M 43k 395.63
Eaton Corp Stock (ETN) 1.3 $17M 48k 356.99
Chubb Stock (CB) 1.2 $17M 58k 289.72
Disney Walt Stock (DIS) 1.2 $16M 131k 124.01
Kla Corp Stock (KLAC) 1.2 $16M 18k 895.74
Mcdonalds Corp Stock (MCD) 1.2 $16M 53k 292.17
Arista Networks Stock (ANET) 1.1 $15M 143k 102.31
Chevron Corp Stock (CVX) 1.1 $14M 101k 143.19
Cummins Stock (CMI) 1.1 $14M 44k 327.50
Linde Stock (LIN) 1.1 $14M 31k 469.18
Abbott Labs Stock (ABT) 1.1 $14M 104k 136.01
Merck & Co Stock (MRK) 1.0 $13M 167k 79.16
Ishares S&p 500 Growth Etf Etf (IVW) 1.0 $13M 117k 110.10
Coca Cola Stock (KO) 0.9 $13M 180k 70.75
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.9 $13M 159k 79.50
Ishares S&p 500 Value Etf Etf (IVE) 0.9 $13M 64k 195.42
Home Depot Stock (HD) 0.9 $12M 32k 366.64
Edwards Lifesciences Corp Stock (EW) 0.8 $11M 141k 78.21
Union Pac Corp Stock (UNP) 0.8 $11M 47k 230.08
Aon Plc Shs Cl A Stock (AON) 0.7 $9.5M 27k 356.77
Conocophillips Stock (COP) 0.7 $9.2M 102k 89.74
Adobe Stock (ADBE) 0.7 $9.0M 23k 386.88
Lowes Cos Stock (LOW) 0.7 $9.0M 41k 221.87
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.7 $8.9M 85k 104.13
Pepsico Stock (PEP) 0.6 $8.6M 65k 132.04
D R Horton Stock (DHI) 0.6 $8.6M 66k 128.92
Ingersoll Rand Stock (IR) 0.6 $8.0M 97k 83.18
Abbvie Stock (ABBV) 0.5 $7.0M 38k 185.62
Curtiss Wright Corp Stock (CW) 0.5 $6.8M 14k 488.55
T-mobile Us Stock (TMUS) 0.5 $6.6M 28k 238.26
Caterpillar Stock (CAT) 0.5 $6.6M 17k 388.20
Eog Res Stock (EOG) 0.5 $6.6M 55k 119.61
Hershey Stock (HSY) 0.5 $6.6M 40k 165.95
Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $6.1M 56k 109.29
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $5.8M 8.00 728800.00
Northrop Grumman Corp Stock (NOC) 0.4 $5.5M 11k 500.00
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $5.3M 86k 62.02
Deere & Co Stock (DE) 0.4 $5.1M 10k 508.49
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $5.1M 8.3k 617.85
Nvidia Corporation Stock (NVDA) 0.4 $5.0M 32k 157.99
American Express Stock (AXP) 0.4 $4.8M 15k 318.99
Automatic Data Processing Stock (ADP) 0.4 $4.8M 16k 308.40
Farmers National Banc Corp Stock (FMNB) 0.3 $4.7M 338k 13.79
Trane Technologies Stock (TT) 0.3 $4.4M 10k 437.40
Rockwell Automation Stock (ROK) 0.3 $4.4M 13k 332.18
Sherwin Williams Stock (SHW) 0.3 $4.3M 13k 343.35
Comcast Corp New Cl A Stock (CMCSA) 0.3 $4.2M 119k 35.69
Ge Aerospace Stock (GE) 0.3 $4.2M 16k 257.39
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $4.1M 23k 181.74
Mckesson Corp Stock (MCK) 0.3 $3.9M 5.3k 732.78
Huntington Bancshares Stock (HBAN) 0.3 $3.9M 231k 16.76
Civista Bancshares Inc Com No Par Stock (CIVB) 0.3 $3.9M 166k 23.20
Vanguard Dividend Appreciation Etf Etf (VIG) 0.3 $3.5M 17k 204.67
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.3 $3.4M 142k 24.25
Axon Enterprise Stock (AXON) 0.3 $3.4M 4.1k 827.94
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.3 $3.4M 135k 25.18
Ishares Floating Rate Bond Etf Etf (FLOT) 0.3 $3.4M 66k 51.02
International Business Machs Stock (IBM) 0.2 $3.4M 11k 294.78
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.2 $3.3M 137k 24.27
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $3.3M 39k 83.48
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.2 $3.3M 128k 25.42
Transdigm Group Stock (TDG) 0.2 $3.2M 2.1k 1520.64
Emerson Elec Stock (EMR) 0.2 $3.2M 24k 133.33
Freeport-mcmoran Inc Cl B Stock (FCX) 0.2 $3.2M 73k 43.35
Teledyne Technologies Stock (TDY) 0.2 $3.1M 6.1k 512.31
Markel Group Stock (MKL) 0.2 $3.0M 1.5k 1997.36
Air Prods & Chems Stock (APD) 0.2 $3.0M 11k 282.06
Qualcomm Stock (QCOM) 0.2 $2.7M 17k 159.26
Norfolk Southn Corp Stock (NSC) 0.2 $2.7M 10k 255.97
Eli Lilly & Co Stock (LLY) 0.2 $2.5M 3.2k 779.52
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $2.5M 4.9k 509.31
Walmart Stock (WMT) 0.2 $2.4M 25k 97.78
Pfizer Stock (PFE) 0.2 $2.4M 100k 24.24
Lamar Advertising Co New Cl A Reit (LAMR) 0.2 $2.4M 20k 121.36
At&t Stock (T) 0.2 $2.4M 82k 28.94
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.2 $2.3M 97k 23.33
Kemper Corp Stock (KMPR) 0.2 $2.2M 35k 64.54
Ge Vernova Stock (GEV) 0.2 $2.2M 4.1k 529.15
Wells Fargo Stock (WFC) 0.2 $2.1M 26k 80.12
Csx Corp Stock (CSX) 0.1 $2.0M 62k 32.63
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $2.0M 6.5k 303.93
Taiwan Semiconductor Mfg Adr (TSM) 0.1 $2.0M 8.7k 226.48
Dominion Energy Stock (D) 0.1 $1.9M 34k 56.52
Boeing Stock (BA) 0.1 $1.9M 9.2k 209.54
Spdr Gold Shares Etf (GLD) 0.1 $1.9M 6.1k 304.83
Fedex Corp Stock (FDX) 0.1 $1.8M 8.0k 227.32
Visa Inc Com Cl A Stock (V) 0.1 $1.8M 5.1k 355.02
Verizon Communications Stock (VZ) 0.1 $1.8M 42k 43.27
Loews Corp Stock (L) 0.1 $1.8M 19k 91.66
American Elec Pwr Stock (AEP) 0.1 $1.7M 17k 103.76
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $1.6M 2.7k 620.78
Oracle Corp Stock (ORCL) 0.1 $1.6M 7.5k 218.62
Schlumberger Ltd Com Stk Stock (SLB) 0.1 $1.6M 48k 33.80
General Dynamics Corp Stock (GD) 0.1 $1.5M 5.2k 291.66
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.5M 22k 67.44
Fifth Third Bancorp Stock (FITB) 0.1 $1.5M 37k 41.13
Carrier Global Corporation Stock (CARR) 0.1 $1.5M 20k 73.19
Cisco Sys Stock (CSCO) 0.1 $1.4M 21k 69.38
Shell Plc Spon Ads Adr (SHEL) 0.1 $1.4M 20k 70.41
Smucker J M Stock (SJM) 0.1 $1.4M 14k 98.20
Texas Instrs Stock (TXN) 0.1 $1.3M 6.4k 207.61
Corpay Stock (CPAY) 0.1 $1.3M 4.0k 331.82
Becton Dickinson & Co Stock (BDX) 0.1 $1.3M 7.6k 172.25
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $1.3M 26k 49.87
Amgen Stock (AMGN) 0.1 $1.3M 4.5k 279.22
Timken Stock (TKR) 0.1 $1.2M 17k 72.55
Morgan Stanley Stock (MS) 0.1 $1.2M 8.7k 140.86
Johnson Ctls Intl Stock (JCI) 0.1 $1.2M 12k 105.62
Altria Group Stock (MO) 0.1 $1.2M 20k 58.63
Honeywell International Stock (HON) 0.1 $1.2M 5.0k 232.90
Bristol-myers Squibb Stock (BMY) 0.1 $1.1M 25k 46.29
Republic Svcs Stock (RSG) 0.1 $1.1M 4.6k 246.61
Marathon Pete Corp Stock (MPC) 0.1 $1.1M 6.4k 166.10
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.1M 7.9k 133.32
Intuitive Surgical Stock (ISRG) 0.1 $1.0M 1.9k 543.41
Synchrony Financial Stock (SYF) 0.1 $1.0M 15k 66.74
Vanguard Small-cap Etf Etf (VB) 0.1 $990k 4.2k 236.99
Vanguard Value Etf Etf (VTV) 0.1 $979k 5.5k 176.74
Ishares Msci Eafe Etf Etf (EFA) 0.1 $929k 10k 89.39
United Parcel Service Inc Cl B Stock (UPS) 0.1 $901k 8.9k 100.94
Keycorp Stock (KEY) 0.1 $883k 51k 17.42
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $879k 2.1k 424.57
Pnc Finl Svcs Group Stock (PNC) 0.1 $876k 4.7k 186.40
Parker-hannifin Corp Stock (PH) 0.1 $868k 1.2k 698.61
Eastern Bankshares Stock (EBC) 0.1 $867k 57k 15.27
General Mls Stock (GIS) 0.1 $855k 17k 51.81
Kinder Morgan Inc Del Stock (KMI) 0.1 $850k 29k 29.40
Williams Cos Stock (WMB) 0.1 $850k 14k 62.81
Autodesk Stock (ADSK) 0.1 $809k 2.6k 309.57
Ishares Russell Midcap Etf Etf (IWR) 0.1 $804k 8.7k 91.97
Phillips 66 Stock (PSX) 0.1 $770k 6.5k 119.30
Truist Finl Corp Stock (TFC) 0.1 $761k 18k 42.99
Vanguard Mid-cap Etf Etf (VO) 0.1 $699k 2.5k 279.85
Vanguard Growth Etf Etf (VUG) 0.1 $693k 1.6k 438.30
Tesla Stock (TSLA) 0.1 $693k 2.2k 317.66
3m Company Stock (MMM) 0.0 $652k 4.3k 152.24
Lockheed Martin Corp Stock (LMT) 0.0 $648k 1.4k 463.20
Rpm Intl Stock (RPM) 0.0 $640k 5.8k 109.84
Roper Technologies Stock (ROP) 0.0 $634k 1.1k 566.90
Ponce Financial Group Stock (PDLB) 0.0 $622k 45k 13.84
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.0 $619k 28k 21.98
Fs Bancorp Stock (FSBW) 0.0 $567k 14k 39.38
Zoetis Inc Cl A Stock (ZTS) 0.0 $559k 3.6k 155.94
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.0 $557k 11k 50.92
Cardinal Health Stock (CAH) 0.0 $540k 3.2k 168.00
Ishares Russell 2000 Etf Etf (IWM) 0.0 $537k 2.5k 215.79
Mercadolibre Stock (MELI) 0.0 $536k 205.00 2613.63
Intel Corp Stock (INTC) 0.0 $529k 24k 22.40
Duke Energy Corp Stock (DUK) 0.0 $525k 4.4k 118.00
Moodys Corp Stock (MCO) 0.0 $517k 1.0k 501.59
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $514k 931.00 551.64
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $513k 5.6k 91.73
Aflac Stock (AFL) 0.0 $507k 4.8k 105.45
Fox Corp Cl A Stock (FOXA) 0.0 $506k 9.0k 56.04
Nextera Energy Stock (NEE) 0.0 $504k 7.3k 69.42
Ishares Gold Trust Etf (IAU) 0.0 $502k 8.1k 62.36
Invesco Water Resources Etf Etf (PHO) 0.0 $497k 7.1k 69.91
Equity Lifestyle Pptys Reit (ELS) 0.0 $493k 8.0k 61.67
Microstrategy Inc Cl A Stock (MSTR) 0.0 $490k 1.2k 404.23
Servicenow Stock (NOW) 0.0 $489k 476.00 1028.08
Richmond Mut Bancorporation Stock (RMBI) 0.0 $478k 35k 13.80
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $478k 4.8k 100.53
Bank America Corp Stock (BAC) 0.0 $475k 10k 47.32
Starbucks Corp Stock (SBUX) 0.0 $475k 5.2k 91.63
Unilever Adr (UL) 0.0 $473k 7.7k 61.17
Waste Mgmt Inc Del Stock (WM) 0.0 $472k 2.1k 228.79
Dave & Busters Entmt Stock (PLAY) 0.0 $471k 16k 30.08
Applovin Corp Com Cl A Stock (APP) 0.0 $465k 1.3k 350.08
Capital One Finl Corp Stock (COF) 0.0 $454k 2.1k 212.76
Southern Stock (SO) 0.0 $453k 4.9k 91.84
Cincinnati Finl Corp Stock (CINF) 0.0 $445k 3.0k 148.92
Millicom Intl Cellular S A Com Stk Stock (TIGO) 0.0 $442k 12k 37.47
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $441k 5.2k 84.81
Firstenergy Corp Stock (FE) 0.0 $435k 11k 40.26
Unitedhealth Group Stock (UNH) 0.0 $422k 1.4k 311.99
German Amern Bancorp Stock (GABC) 0.0 $418k 11k 38.51
BP Adr (BP) 0.0 $416k 14k 29.93
Tractor Supply Stock (TSCO) 0.0 $412k 7.8k 52.77
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $406k 2.8k 147.52
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $405k 6.7k 60.03
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $398k 2.2k 182.79
Permian Basin Rty Tr Unit Ben Int Stock (PBT) 0.0 $397k 32k 12.44
Permian Resources Corp Class A Stock (PR) 0.0 $396k 29k 13.62
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $383k 33k 11.46
Sprott Asset Management Lp Physical Gold An Cef (CEF) 0.0 $382k 13k 30.10
Thermo Fisher Scientific Stock (TMO) 0.0 $381k 939.00 405.59
Paypal Hldgs Stock (PYPL) 0.0 $379k 5.1k 74.32
Cme Group Stock (CME) 0.0 $378k 1.4k 275.62
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $376k 7.6k 49.46
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $375k 1.3k 298.99
Ishares S&p 100 Etf Etf (OEF) 0.0 $368k 1.2k 304.35
Kkr & Co Stock (KKR) 0.0 $368k 2.8k 133.03
Vanguard Large-cap Etf Etf (VV) 0.0 $367k 1.3k 285.28
Gilead Sciences Stock (GILD) 0.0 $363k 3.3k 110.86
Illinois Tool Wks Stock (ITW) 0.0 $352k 1.4k 247.24
Sensata Technologies Hldg Stock (ST) 0.0 $352k 12k 30.11
Enterprise Bancorp Inc Mass Stock (EBTC) 0.0 $351k 8.9k 39.64
Medtronic Stock (MDT) 0.0 $350k 4.0k 87.16
Target Corp Stock (TGT) 0.0 $349k 3.5k 98.64
Palo Alto Networks Stock (PANW) 0.0 $345k 1.7k 204.64
M & T Bk Corp Stock (MTB) 0.0 $340k 1.8k 193.99
Kenvue Stock (KVUE) 0.0 $330k 16k 20.93
Ge Healthcare Technologies Stock (GEHC) 0.0 $328k 4.4k 74.07
Kimberly-clark Corp Stock (KMB) 0.0 $323k 2.5k 128.90
Elevance Health Stock (ELV) 0.0 $321k 825.00 388.96
Novartis Adr (NVS) 0.0 $313k 2.6k 121.01
Wec Energy Group Stock (WEC) 0.0 $309k 3.0k 104.20
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $300k 4.9k 61.21
Chipotle Mexican Grill Stock (CMG) 0.0 $300k 5.3k 56.15
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $299k 4.1k 73.18
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $299k 3.2k 93.99
Goldman Sachs Ultra Short Bond Etf Etf (GSST) 0.0 $297k 5.9k 50.56
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $294k 4.6k 63.94
Berkshire Hills Bancorp Stock (BBT) 0.0 $293k 12k 25.04
Howmet Aerospace Stock (HWM) 0.0 $292k 1.6k 186.16
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $291k 2.2k 135.03
Cvs Health Corp Stock (CVS) 0.0 $288k 4.2k 68.98
Vaneck Gold Miners Etf Etf (GDX) 0.0 $287k 5.5k 52.06
Spdr S&p Dividend Etf Etf (SDY) 0.0 $284k 2.1k 135.73
Essa Bancorp Stock (ESSA) 0.0 $283k 15k 19.40
Metallus Stock (MTUS) 0.0 $277k 18k 15.41
Colgate Palmolive Stock (CL) 0.0 $275k 3.0k 90.90
Intuit Stock (INTU) 0.0 $266k 338.00 787.67
Darden Restaurants Stock (DRI) 0.0 $265k 1.2k 217.97
Uber Technologies Stock (UBER) 0.0 $260k 2.8k 93.30
Citizens Cmnty Bancorp Inc Md Stock (CZWI) 0.0 $259k 19k 13.80
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $259k 3.2k 81.66
Nucor Corp Stock (NUE) 0.0 $256k 2.0k 129.54
Hometrust Bancshares Stock (HTB) 0.0 $254k 6.8k 37.41
Eqt Corp Stock (EQT) 0.0 $250k 4.3k 58.32
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $250k 4.4k 57.01
Metlife Stock (MET) 0.0 $248k 3.1k 80.43
Vanguard S&p 500 Etf Etf (VOO) 0.0 $247k 434.00 568.33
Kellanova Stock (K) 0.0 $246k 3.1k 79.53
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $243k 551.00 440.76
Charter Communications Inc New Cl A Stock (CHTR) 0.0 $242k 592.00 408.81
First Business Finl Svcs Inc W Stock (FBIZ) 0.0 $241k 4.8k 50.66
Corning Stock (GLW) 0.0 $241k 4.6k 52.59
Sound Finl Bancorp Stock (SFBC) 0.0 $239k 5.2k 46.00
Enbridge Stock (ENB) 0.0 $238k 5.3k 45.32
American Wtr Wks Stock (AWK) 0.0 $236k 1.7k 139.11
Oneok Stock (OKE) 0.0 $232k 2.8k 81.62
S&p Global Stock (SPGI) 0.0 $231k 438.00 527.64
Autozone Stock (AZO) 0.0 $230k 62.00 3712.23
Henry Schein Stock (HSIC) 0.0 $229k 3.1k 73.05
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $229k 2.4k 93.87
Centerpoint Energy Stock (CNP) 0.0 $226k 6.1k 36.74
Ishares Global 100 Etf Etf (IOO) 0.0 $225k 2.1k 107.81
Suncor Energy Stock (SU) 0.0 $220k 5.9k 37.45
Davita Stock (DVA) 0.0 $218k 1.5k 142.45
Invesco Biotechnology & Genome Etf Etf (PBE) 0.0 $218k 3.4k 64.10
Nike Inc Cl B Stock (NKE) 0.0 $218k 3.1k 71.05
Cnb Finl Corp Pa Stock (CCNE) 0.0 $215k 9.4k 22.86
Orrstown Finl Svcs Stock (ORRF) 0.0 $214k 6.7k 31.83
Us Bancorp Del Stock (USB) 0.0 $212k 4.7k 45.25
Progressive Corp Stock (PGR) 0.0 $207k 776.00 266.87
Brookline Bancorp Inc Del Stock 0.0 $204k 19k 10.55
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.0 $204k 9.1k 22.49
American Airlines Group Inc 6.5 07/01/2025 Convertible 0.0 $175k 175k 1.00
Manhattan Brdg Cap Reit (LOAN) 0.0 $123k 123k 1.00
Bogota Finl Corp Stock (BSBK) 0.0 $120k 15k 7.79
Western New Eng Bancorp Stock (WNEB) 0.0 $110k 12k 9.23