Beese Fulmer Investment Management

Beese Fulmer Investment Management as of Sept. 30, 2025

Portfolio Holdings for Beese Fulmer Investment Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.6 $81M 317k 254.63
Microsoft Corp Stock (MSFT) 5.0 $73M 141k 517.95
Broadcom Stock (AVGO) 3.8 $56M 168k 329.91
Amazon Stock (AMZN) 2.8 $40M 182k 219.57
Mastercard Incorporated Cl A Stock (MA) 2.6 $38M 66k 568.81
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 2.6 $37M 152k 243.10
Oreilly Automotive Stock (ORLY) 2.2 $32M 293k 107.81
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.2 $32M 130k 243.55
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.2 $32M 63k 502.74
Jpmorgan Chase & Co Stock (JPM) 2.0 $29M 93k 315.43
Rtx Corporation Stock (RTX) 2.0 $29M 175k 167.33
Costco Wholesale Corporation Stock (COST) 2.0 $28M 31k 925.64
Meta Platforms Inc Cl A Stock (META) 1.8 $26M 35k 734.39
Johnson & Johnson Stock (JNJ) 1.7 $25M 136k 185.42
Tjx Cos Stock (TJX) 1.7 $25M 173k 144.54
Dell Technologies Inc Cl C Stock (DELL) 1.7 $25M 175k 141.77
Netflix Stock (NFLX) 1.6 $24M 20k 1198.92
Exxon Mobil Corp Stock (XOM) 1.6 $23M 201k 112.75
Arista Networks Stock (ANET) 1.5 $21M 147k 145.71
Goldman Sachs Group Stock (GS) 1.4 $20M 25k 796.36
Kla Corp Stock (KLAC) 1.3 $19M 18k 1078.61
Procter & Gamble Company Stock (PG) 1.3 $19M 123k 153.65
Eaton Corp Stock (ETN) 1.3 $19M 50k 374.25
Philip Morris Intl Stock (PM) 1.3 $19M 115k 162.20
Cummins Stock (CMI) 1.3 $19M 44k 422.37
Intercontinental Exchange Stock (ICE) 1.1 $17M 99k 168.48
Chubb Stock (CB) 1.1 $17M 59k 282.25
Mcdonalds Corp Stock (MCD) 1.1 $17M 54k 303.89
Stryker Corporation Stock (SYK) 1.1 $16M 44k 369.67
Salesforce Stock (CRM) 1.1 $16M 67k 237.00
Chevron Corp Stock (CVX) 1.1 $16M 101k 155.29
Disney Walt Stock (DIS) 1.1 $15M 133k 114.50
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 1.0 $15M 189k 79.93
Linde Stock (LIN) 1.0 $15M 31k 475.00
Abbott Labs Stock (ABT) 1.0 $14M 107k 133.94
Ishares S&p 500 Growth Etf Etf (IVW) 1.0 $14M 116k 120.72
Ishares S&p 500 Value Etf Etf (IVE) 0.9 $13M 65k 206.51
Merck & Co Stock (MRK) 0.9 $13M 155k 83.93
Home Depot Stock (HD) 0.9 $13M 32k 405.19
Edwards Lifesciences Corp Stock (EW) 0.8 $12M 153k 77.77
Coca Cola Stock (KO) 0.8 $12M 176k 66.32
Union Pac Corp Stock (UNP) 0.8 $11M 48k 236.37
D R Horton Stock (DHI) 0.8 $11M 65k 169.47
Lowes Cos Stock (LOW) 0.7 $10M 40k 251.31
Aon Plc Shs Cl A Stock (AON) 0.7 $10M 28k 356.59
Conocophillips Stock (COP) 0.7 $9.9M 105k 94.59
Pepsico Stock (PEP) 0.6 $9.1M 64k 140.44
Abbvie Stock (ABBV) 0.6 $8.8M 38k 231.54
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.6 $8.6M 86k 99.95
Adobe Stock (ADBE) 0.6 $8.3M 23k 352.75
Caterpillar Stock (CAT) 0.5 $8.0M 17k 477.16
Curtiss Wright Corp Stock (CW) 0.5 $7.4M 14k 542.94
T-mobile Us Stock (TMUS) 0.5 $7.3M 31k 239.38
Hershey Stock (HSY) 0.5 $7.3M 39k 187.05
Ingersoll Rand Stock (IR) 0.5 $7.0M 84k 82.62
Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $6.7M 57k 118.83
Northrop Grumman Corp Stock (NOC) 0.5 $6.7M 11k 609.33
Eog Res Stock (EOG) 0.4 $6.4M 57k 112.12
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $6.0M 8.00 754200.00
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $5.6M 86k 65.26
Spdr S&p 500 Etf Trust Etf (SPY) 0.4 $5.5M 8.2k 666.18
Nvidia Corporation Stock (NVDA) 0.4 $5.4M 29k 186.58
American Express Stock (AXP) 0.3 $4.9M 15k 332.16
Farmers National Banc Corp Stock (FMNB) 0.3 $4.8M 335k 14.41
Huntington Bancshares Stock (HBAN) 0.3 $4.8M 276k 17.27
Ge Aerospace Stock (GE) 0.3 $4.8M 16k 300.82
Deere & Co Stock (DE) 0.3 $4.6M 10k 457.27
Rockwell Automation Stock (ROK) 0.3 $4.6M 13k 349.54
Automatic Data Processing Stock (ADP) 0.3 $4.5M 15k 293.51
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.3 $4.4M 23k 189.70
Trane Technologies Stock (TT) 0.3 $4.2M 10k 421.96
Sherwin Williams Stock (SHW) 0.3 $4.2M 12k 346.26
Mckesson Corp Stock (MCK) 0.3 $4.1M 5.3k 772.54
Eli Lilly & Co Stock (LLY) 0.3 $3.7M 4.9k 763.06
Comcast Corp New Cl A Stock (CMCSA) 0.3 $3.7M 117k 31.42
Teledyne Technologies Stock (TDY) 0.2 $3.6M 6.1k 586.04
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR) 0.2 $3.6M 147k 24.30
Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $3.5M 16k 215.80
Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $3.5M 40k 87.31
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.2 $3.5M 143k 24.34
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.2 $3.4M 135k 25.52
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ) 0.2 $3.4M 135k 25.19
Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $3.4M 66k 51.08
Civista Bancshares Inc Com No Par Stock (CIVB) 0.2 $3.3M 164k 20.31
International Business Machs Stock (IBM) 0.2 $3.2M 11k 282.16
Emerson Elec Stock (EMR) 0.2 $3.1M 24k 131.18
Norfolk Southn Corp Stock (NSC) 0.2 $3.1M 10k 300.41
Qualcomm Stock (QCOM) 0.2 $3.0M 18k 166.36
Transdigm Group Stock (TDG) 0.2 $3.0M 2.3k 1317.80
Freeport-mcmoran Inc Cl B Stock (FCX) 0.2 $3.0M 75k 39.22
Axon Enterprise Stock (AXON) 0.2 $2.9M 4.1k 717.64
Markel Group Stock (MKL) 0.2 $2.9M 1.5k 1911.36
Walmart Stock (WMT) 0.2 $2.9M 28k 103.06
Air Prods & Chems Stock (APD) 0.2 $2.8M 10k 272.73
Ge Vernova Stock (GEV) 0.2 $2.5M 4.1k 614.91
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU) 0.2 $2.5M 108k 23.47
Lamar Advertising Co New Cl A Reit (LAMR) 0.2 $2.4M 20k 122.42
At&t Stock (T) 0.2 $2.3M 80k 28.24
Taiwan Semiconductor Mfg Adr (TSM) 0.2 $2.2M 7.9k 279.28
Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.2 $2.2M 4.4k 490.38
Pfizer Stock (PFE) 0.1 $2.2M 85k 25.48
Spdr Gold Shares Etf (GLD) 0.1 $2.2M 6.1k 355.47
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $2.1M 6.4k 328.14
Csx Corp Stock (CSX) 0.1 $2.1M 58k 35.51
Wells Fargo Stock (WFC) 0.1 $2.0M 24k 83.82
Dominion Energy Stock (D) 0.1 $2.0M 33k 61.17
Oracle Corp Stock (ORCL) 0.1 $2.0M 7.2k 281.22
Boeing Stock (BA) 0.1 $2.0M 9.2k 215.84
Loews Corp Stock (L) 0.1 $1.9M 19k 100.39
Fedex Corp Stock (FDX) 0.1 $1.9M 8.0k 235.82
American Elec Pwr Stock (AEP) 0.1 $1.8M 16k 112.50
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $1.8M 2.7k 669.37
Kemper Corp Stock (KMPR) 0.1 $1.8M 34k 51.55
General Dynamics Corp Stock (GD) 0.1 $1.8M 5.2k 341.00
Visa Inc Com Cl A Stock (V) 0.1 $1.8M 5.1k 341.36
Verizon Communications Stock (VZ) 0.1 $1.7M 38k 43.95
Slb Limited Com Stk Stock (SLB) 0.1 $1.6M 47k 34.37
Fifth Third Bancorp Stock (FITB) 0.1 $1.6M 36k 44.55
Smucker J M Stock (SJM) 0.1 $1.5M 14k 108.60
Shell Plc Spon Ads Adr (SHEL) 0.1 $1.4M 20k 71.53
Applovin Corp Com Cl A Stock (APP) 0.1 $1.4M 2.0k 718.54
Cisco Sys Stock (CSCO) 0.1 $1.4M 21k 68.42
Morgan Stanley Stock (MS) 0.1 $1.4M 8.8k 158.96
Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $1.4M 22k 62.47
Becton Dickinson & Co Stock (BDX) 0.1 $1.4M 7.2k 187.18
Altria Group Stock (MO) 0.1 $1.3M 20k 66.06
Amgen Stock (AMGN) 0.1 $1.3M 4.6k 282.19
Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $1.3M 26k 49.99
Timken Stock (TKR) 0.1 $1.3M 17k 75.18
Marathon Pete Corp Stock (MPC) 0.1 $1.2M 6.4k 192.75
Johnson Ctls Intl Stock (JCI) 0.1 $1.2M 11k 109.95
Carrier Global Corporation Stock (CARR) 0.1 $1.2M 20k 59.70
Texas Instrs Stock (TXN) 0.1 $1.2M 6.4k 183.73
Corpay Stock (CPAY) 0.1 $1.1M 3.9k 288.06
Keycorp Stock (KEY) 0.1 $1.1M 61k 18.69
Vanguard High Dividend Yield Index Etf Etf (VYM) 0.1 $1.1M 7.9k 140.95
Pnc Finl Svcs Group Stock (PNC) 0.1 $1.1M 5.4k 200.92
Synchrony Financial Stock (SYF) 0.1 $1.1M 15k 71.05
Bristol-myers Squibb Stock (BMY) 0.1 $1.1M 24k 45.10
Vanguard Small-cap Etf Etf (VB) 0.1 $1.1M 4.2k 254.28
Vanguard Value Etf Etf (VTV) 0.1 $1.0M 5.6k 186.49
Republic Svcs Stock (RSG) 0.1 $1.0M 4.6k 229.48
Eastern Bankshares Stock (EBC) 0.1 $1.0M 57k 18.15
Honeywell International Stock (HON) 0.1 $986k 4.7k 210.51
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV) 0.1 $985k 45k 22.15
Tesla Stock (TSLA) 0.1 $970k 2.2k 444.72
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $958k 2.0k 468.51
Parker-hannifin Corp Stock (PH) 0.1 $928k 1.2k 758.37
Phillips 66 Stock (PSX) 0.1 $879k 6.5k 136.02
Williams Cos Stock (WMB) 0.1 $847k 13k 63.35
Intuitive Surgical Stock (ISRG) 0.1 $846k 1.9k 447.23
Ishares Msci Eafe Etf Etf (EFA) 0.1 $842k 9.0k 93.37
Kinder Morgan Inc Del Stock (KMI) 0.1 $819k 29k 28.31
Truist Finl Corp Stock (TFC) 0.1 $815k 18k 45.72
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.1 $794k 8.7k 91.75
Ishares Russell Midcap Etf Etf (IWR) 0.1 $793k 8.2k 96.55
Aflac Stock (AFL) 0.1 $772k 6.9k 111.70
Palo Alto Networks Stock (PANW) 0.1 $758k 3.7k 203.62
Autodesk Stock (ADSK) 0.1 $754k 2.4k 317.67
Vanguard Growth Etf Etf (VUG) 0.1 $747k 1.6k 479.55
United Parcel Service Inc Cl B Stock (UPS) 0.1 $738k 8.8k 83.53
General Mls Stock (GIS) 0.1 $737k 15k 50.42
Vanguard Mid-cap Etf Etf (VO) 0.1 $734k 2.5k 293.78
Lockheed Martin Corp Stock (LMT) 0.0 $698k 1.4k 499.32
Intel Corp Stock (INTC) 0.0 $697k 21k 33.55
Rpm Intl Stock (RPM) 0.0 $681k 5.8k 117.87
Ishares Gold Trust Etf (IAU) 0.0 $670k 9.2k 72.77
3m Company Stock (MMM) 0.0 $665k 4.3k 155.19
Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $628k 32k 19.53
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.0 $610k 12k 51.04
Ponce Financial Group Stock (PDLB) 0.0 $608k 41k 14.70
Permian Basin Rty Tr Unit Ben Int Stock (PBT) 0.0 $583k 32k 18.26
Millicom Intl Cellular S A Com Stk Stock (TIGO) 0.0 $573k 12k 48.54
Fox Corp Cl A Stock (FOXA) 0.0 $567k 9.0k 63.06
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $566k 943.00 600.37
Roper Technologies Stock (ROP) 0.0 $558k 1.1k 498.75
Duke Energy Corp Stock (DUK) 0.0 $550k 4.4k 123.75
Fs Bancorp Stock (FSBW) 0.0 $542k 14k 39.92
Zoetis Inc Cl A Stock (ZTS) 0.0 $537k 3.7k 146.31
Cnb Finl Corp Pa Stock (CCNE) 0.0 $529k 22k 24.20
Mercadolibre Stock (MELI) 0.0 $521k 223.00 2336.94
Unitedhealth Group Stock (UNH) 0.0 $515k 1.5k 345.40
Invesco Water Resources Etf Etf (PHO) 0.0 $512k 7.1k 72.11
Bank America Corp Stock (BAC) 0.0 $511k 9.9k 51.59
Cardinal Health Stock (CAH) 0.0 $505k 3.2k 156.96
Independent Bk Corp Mass Stock (INDB) 0.0 $496k 7.2k 69.17
Firstenergy Corp Stock (FE) 0.0 $495k 11k 45.82
Richmond Mut Bancorporation Stock (RMBI) 0.0 $492k 35k 14.21
Moodys Corp Stock (MCO) 0.0 $491k 1.0k 476.48
BP Adr (BP) 0.0 $479k 14k 34.46
Equity Lifestyle Pptys Reit (ELS) 0.0 $475k 7.8k 60.70
Cincinnati Finl Corp Stock (CINF) 0.0 $473k 3.0k 158.10
Nextera Energy Stock (NEE) 0.0 $472k 6.3k 75.49
Southern Stock (SO) 0.0 $468k 4.9k 94.78
Sprott Asset Management Lp Physical Gold An Cef (CEF) 0.0 $465k 13k 36.69
Energy Select Sector Spdr Fund Etf (XLE) 0.0 $465k 5.2k 89.34
Thermo Fisher Scientific Stock (TMO) 0.0 $460k 949.00 485.19
Unilever Adr (UL) 0.0 $459k 7.7k 59.28
Capital One Finl Corp Stock (COF) 0.0 $454k 2.1k 212.58
Waste Mgmt Inc Del Stock (WM) 0.0 $450k 2.0k 220.80
Beacon Financial Corp Stock (BBT) 0.0 $448k 19k 23.71
Ishares Russell 2000 Etf Etf (IWM) 0.0 $444k 1.8k 241.96
Boston Scientific Corp Stock (BSX) 0.0 $439k 4.5k 97.63
Starbucks Corp Stock (SBUX) 0.0 $431k 5.1k 84.60
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 0.0 $429k 4.3k 100.69
German Amern Bancorp Stock (GABC) 0.0 $426k 11k 39.27
Industrial Select Sector Spdr Fund Etf (XLI) 0.0 $425k 2.8k 154.23
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.0 $425k 2.2k 194.50
Vaneck Gold Miners Etf Etf (GDX) 0.0 $422k 5.5k 76.40
Tractor Supply Stock (TSCO) 0.0 $416k 7.3k 56.87
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $409k 7.6k 54.18
Ishares S&p 100 Etf Etf (OEF) 0.0 $403k 1.2k 332.84
Eqt Corp Stock (EQT) 0.0 $397k 7.3k 54.43
Vanguard Large-cap Etf Etf (VV) 0.0 $397k 1.3k 307.81
Servicenow Stock (NOW) 0.0 $390k 424.00 920.28
Strategy Inc Cl A Stock (MSTR) 0.0 $385k 1.2k 322.21
Medtronic Stock (MDT) 0.0 $381k 4.0k 95.24
Permian Resources Corp Class A Stock (PR) 0.0 $373k 29k 12.80
Cme Group Stock (CME) 0.0 $371k 1.4k 270.19
Illinois Tool Wks Stock (ITW) 0.0 $366k 1.4k 260.77
Gilead Sciences Stock (GILD) 0.0 $364k 3.3k 111.01
Kkr & Co Stock (KKR) 0.0 $360k 2.8k 129.95
Wec Energy Group Stock (WEC) 0.0 $350k 3.1k 114.59
M & T Bk Corp Stock (MTB) 0.0 $346k 1.8k 197.62
Paypal Hldgs Stock (PYPL) 0.0 $341k 5.1k 67.06
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $340k 5.2k 65.92
Novartis Adr (NVS) 0.0 $332k 2.6k 128.24
Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $325k 4.1k 79.40
Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.0 $317k 3.2k 99.81
Cvs Health Corp Stock (CVS) 0.0 $314k 4.2k 75.39
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $314k 4.6k 68.08
Kimberly-clark Corp Stock (KMB) 0.0 $309k 2.5k 124.32
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $308k 2.1k 145.65
Ulta Beauty Stock (ULTA) 0.0 $307k 562.00 546.75
Corning Stock (GLW) 0.0 $307k 3.7k 82.02
Ge Healthcare Technologies Stock (GEHC) 0.0 $306k 4.1k 75.11
Accenture Plc Ireland Shs Class A Stock (ACN) 0.0 $305k 1.2k 246.58
Citizens Cmnty Bancorp Inc Md Stock (CZWI) 0.0 $302k 19k 16.07
Vanguard S&p 500 Etf Etf (VOO) 0.0 $297k 485.00 611.89
State Street Spdr S&p Dividend Etf Etf (SDY) 0.0 $293k 2.1k 140.05
Target Corp Stock (TGT) 0.0 $292k 3.3k 89.71
Metallus Stock (MTUS) 0.0 $289k 18k 16.53
Ishares Ethereum Trust Etf Etf (ETHA) 0.0 $284k 9.0k 31.51
Dave & Busters Entmt Stock (PLAY) 0.0 $284k 16k 18.16
Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $276k 3.2k 87.20
Enbridge Stock (ENB) 0.0 $274k 5.4k 50.46
Uber Technologies Stock (UBER) 0.0 $272k 2.8k 97.97
Echostar Corp Cl A Stock (SATS) 0.0 $271k 3.6k 76.36
Aerovironment Stock (AVAV) 0.0 $270k 858.00 314.89
Elevance Health Inc Formerly A Stock (ELV) 0.0 $267k 825.00 323.12
Autozone Stock (AZO) 0.0 $266k 62.00 4290.24
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $263k 4.4k 59.92
Suncor Energy Stock (SU) 0.0 $259k 6.2k 41.81
Solventum Corp Stock (SOLV) 0.0 $259k 3.5k 73.00
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.0 $256k 552.00 463.36
Kellanova Stock (K) 0.0 $254k 3.1k 82.01
Henry Schein Stock (HSIC) 0.0 $252k 3.8k 66.37
Ishares Global 100 Etf Etf (IOO) 0.0 $250k 2.1k 120.01
Metlife Stock (MET) 0.0 $247k 3.0k 82.38
Bitwise Ethereum Etf Etf (ETHW) 0.0 $246k 8.3k 29.82
First Business Finl Svcs Inc W Stock (FBIZ) 0.0 $244k 4.8k 51.26
Nucor Corp Stock (NUE) 0.0 $242k 1.8k 135.45
Colgate Palmolive Stock (CL) 0.0 $242k 3.0k 79.94
Invesco Biotechnology & Genome Etf Etf (PBE) 0.0 $238k 3.4k 69.87
Ishares Bitcoin Trust Etf Etf (IBIT) 0.0 $236k 3.6k 65.00
American Wtr Wks Stock (AWK) 0.0 $236k 1.7k 139.19
Kenvue Stock (KVUE) 0.0 $235k 14k 16.23
Centerpoint Energy Stock (CNP) 0.0 $235k 6.0k 38.80
Hometrust Bancshares Stock (HTB) 0.0 $233k 5.7k 40.94
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.0 $232k 2.4k 95.14
Orrstown Finl Svcs Stock (ORRF) 0.0 $229k 6.7k 33.98
Darden Restaurants Stock (DRI) 0.0 $228k 1.2k 190.36
Intuit Stock (INTU) 0.0 $228k 334.00 682.96
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH) 0.0 $228k 10k 22.52
Oneok Stock (OKE) 0.0 $227k 3.1k 72.97
Us Bancorp Del Stock (USB) 0.0 $221k 4.6k 48.33
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL) 0.0 $215k 2.1k 103.08
Chipotle Mexican Grill Stock (CMG) 0.0 $214k 5.5k 39.19
Applied Matls Stock (AMAT) 0.0 $213k 1.0k 204.71
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $212k 4.2k 50.63
Sensata Technologies Hldg Stock (ST) 0.0 $208k 6.8k 30.55
Dupont De Nemours Stock (DD) 0.0 $200k 2.6k 77.90
Western New Eng Bancorp Stock (WNEB) 0.0 $143k 12k 12.01
Bogota Finl Corp Stock (BSBK) 0.0 $140k 15k 9.10
Manhattan Brdg Cap Reit (LOAN) 0.0 $114k 114k 1.00