Cannell & Spears as of Dec. 31, 2025
Portfolio Holdings for Cannell & Spears
Cannell & Spears holds 411 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 |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.8 | $361M | 747k | 483.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $268M | 853k | 313.80 | |
| Apple (AAPL) | 3.8 | $202M | 744k | 271.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $171M | 340k | 502.65 | |
| Amazon (AMZN) | 3.0 | $160M | 693k | 230.82 | |
| Chubb (CB) | 2.6 | $138M | 441k | 312.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $122M | 391k | 313.00 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.3 | $122M | 2.7M | 45.89 | |
| Millrose Pptys Com Cl A (MRP) | 2.0 | $108M | 3.6M | 29.87 | |
| Vertiv Holdings Com Cl A (VRT) | 1.8 | $97M | 598k | 162.01 | |
| Analog Devices (ADI) | 1.8 | $94M | 347k | 271.20 | |
| CRH Ord (CRH) | 1.6 | $88M | 705k | 124.80 | |
| Oracle Corporation (ORCL) | 1.6 | $87M | 448k | 194.91 | |
| Agnico (AEM) | 1.6 | $86M | 509k | 169.53 | |
| Union Pacific Corporation (UNP) | 1.5 | $82M | 354k | 231.32 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.4 | $74M | 1.2M | 62.46 | |
| Tidal Trust Iii Beehive Etf (BEEX) | 1.4 | $73M | 2.8M | 25.82 | |
| Broadcom (AVGO) | 1.3 | $71M | 206k | 346.10 | |
| NVIDIA Corporation (NVDA) | 1.3 | $71M | 381k | 186.50 | |
| Abbott Laboratories (ABT) | 1.3 | $71M | 564k | 125.29 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $70M | 218k | 322.22 | |
| Regeneron Pharmaceuticals (REGN) | 1.3 | $69M | 89k | 771.87 | |
| Abbvie (ABBV) | 1.2 | $62M | 270k | 228.49 | |
| Barrick Mng Corp Com Shs (B) | 1.1 | $61M | 1.4M | 43.55 | |
| Danaher Corporation (DHR) | 1.1 | $59M | 256k | 228.92 | |
| White Mountains Insurance Gp (WTM) | 1.1 | $58M | 28k | 2078.00 | |
| Ftai Aviation SHS (FTAI) | 1.1 | $56M | 286k | 196.85 | |
| Quanta Services (PWR) | 1.0 | $52M | 124k | 422.06 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $52M | 89k | 579.45 | |
| TJX Companies (TJX) | 0.9 | $50M | 323k | 153.61 | |
| Intercontinental Exchange (ICE) | 0.9 | $47M | 291k | 161.96 | |
| Fidelity National Information Services (FIS) | 0.8 | $45M | 675k | 66.46 | |
| Costco Wholesale Corporation (COST) | 0.8 | $44M | 52k | 862.35 | |
| Walt Disney Company (DIS) | 0.8 | $42M | 371k | 113.77 | |
| Labcorp Holdings Com Shs (LH) | 0.7 | $40M | 159k | 250.88 | |
| Aon Shs Cl A (AON) | 0.7 | $39M | 111k | 352.88 | |
| Prologis (PLD) | 0.7 | $38M | 295k | 127.66 | |
| Johnson & Johnson (JNJ) | 0.7 | $38M | 182k | 206.95 | |
| Franco-Nevada Corporation (FNV) | 0.7 | $37M | 177k | 207.28 | |
| Merck & Co (MRK) | 0.7 | $36M | 346k | 105.26 | |
| Bank of New York Mellon Corporation (BK) | 0.7 | $36M | 312k | 116.09 | |
| Martin Marietta Materials (MLM) | 0.6 | $33M | 53k | 622.66 | |
| FedEx Corporation (FDX) | 0.6 | $33M | 114k | 288.86 | |
| Chevron Corporation (CVX) | 0.6 | $33M | 214k | 152.41 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $32M | 42.00 | 754800.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.6 | $31M | 584k | 53.83 | |
| Lowe's Companies (LOW) | 0.6 | $31M | 127k | 241.16 | |
| Home Depot (HD) | 0.6 | $31M | 89k | 344.10 | |
| Rivian Automotive Note 3.625%10/1 (Principal) | 0.5 | $29M | 26M | 1.12 | |
| Shake Shack Cl A (SHAK) | 0.5 | $29M | 355k | 81.17 | |
| Illumina (ILMN) | 0.5 | $29M | 218k | 131.16 | |
| Lockheed Martin Corporation (LMT) | 0.5 | $28M | 58k | 483.67 | |
| Xylem (XYL) | 0.5 | $26M | 190k | 136.18 | |
| Alamos Gold Com Cl A (AGI) | 0.5 | $26M | 660k | 38.58 | |
| Nvent Electric SHS (NVT) | 0.5 | $25M | 249k | 101.97 | |
| Colgate-Palmolive Company (CL) | 0.5 | $25M | 317k | 79.02 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $24M | 132k | 183.40 | |
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $24M | 11k | 2146.18 | |
| Honeywell International (HON) | 0.4 | $23M | 119k | 195.09 | |
| Lennar Corp Cl A (LEN) | 0.4 | $23M | 222k | 102.80 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $23M | 764k | 29.89 | |
| Crown Holdings (CCK) | 0.4 | $22M | 215k | 102.97 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.4 | $22M | 483k | 45.80 | |
| Automatic Data Processing (ADP) | 0.4 | $22M | 85k | 257.23 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.4 | $22M | 562k | 38.34 | |
| Coca-Cola Company (KO) | 0.4 | $21M | 304k | 69.91 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $21M | 174k | 120.34 | |
| Illinois Tool Works (ITW) | 0.4 | $21M | 84k | 246.30 | |
| Servicenow (NOW) | 0.4 | $21M | 134k | 153.19 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.4 | $20M | 299k | 68.23 | |
| EQT Corporation (EQT) | 0.4 | $20M | 379k | 53.60 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.4 | $20M | 615k | 33.02 | |
| Hca Holdings (HCA) | 0.4 | $20M | 43k | 466.86 | |
| Take-Two Interactive Software (TTWO) | 0.4 | $20M | 77k | 256.03 | |
| Air Products & Chemicals (APD) | 0.4 | $20M | 80k | 247.02 | |
| SYSCO Corporation (SYY) | 0.4 | $20M | 266k | 73.69 | |
| Amcor Ord | 0.4 | $19M | 2.3M | 8.34 | |
| Pepsi (PEP) | 0.4 | $19M | 130k | 143.52 | |
| Constellium Se Cl A Shs (CSTM) | 0.3 | $18M | 967k | 18.85 | |
| Newmont Mining Corporation (NEM) | 0.3 | $18M | 180k | 99.85 | |
| Packaging Corporation of America (PKG) | 0.3 | $18M | 86k | 206.23 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.3 | $17M | 91k | 185.56 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $16M | 93k | 173.49 | |
| Axsome Therapeutics (AXSM) | 0.3 | $15M | 84k | 182.64 | |
| Elf Beauty (ELF) | 0.3 | $15M | 195k | 76.04 | |
| Royal Gold (RGLD) | 0.3 | $15M | 66k | 222.29 | |
| Bristol Myers Squibb (BMY) | 0.3 | $14M | 252k | 53.94 | |
| Fidelity National Financial Com Shs (FNF) | 0.2 | $13M | 244k | 54.59 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $13M | 20k | 627.13 | |
| Uber Technologies (UBER) | 0.2 | $12M | 151k | 81.71 | |
| AFLAC Incorporated (AFL) | 0.2 | $12M | 105k | 110.27 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $12M | 17k | 681.92 | |
| Caterpillar (CAT) | 0.2 | $11M | 19k | 572.87 | |
| Procter & Gamble Company (PG) | 0.2 | $10M | 72k | 143.31 | |
| New York Times Cl A (NYT) | 0.2 | $10M | 148k | 69.42 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $10M | 27k | 373.44 | |
| General Motors Company (GM) | 0.2 | $9.8M | 121k | 81.32 | |
| International Business Machines (IBM) | 0.2 | $9.8M | 33k | 296.21 | |
| Sprott Asset Management Physical Silver (PSLV) | 0.2 | $9.6M | 405k | 23.65 | |
| Aptiv Com Shs (APTV) | 0.2 | $9.6M | 126k | 76.09 | |
| Intel Corporation (INTC) | 0.2 | $9.5M | 258k | 36.90 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $9.1M | 124k | 73.63 | |
| Dover Corporation (DOV) | 0.2 | $9.0M | 46k | 195.24 | |
| Ge Aerospace Com New (GE) | 0.2 | $8.7M | 28k | 308.02 | |
| Sprott Com New (SII) | 0.2 | $8.7M | 89k | 97.92 | |
| Or Royalties Com Shs (OR) | 0.2 | $8.6M | 244k | 35.39 | |
| Visa Com Cl A (V) | 0.2 | $8.5M | 24k | 350.71 | |
| Cisco Systems (CSCO) | 0.2 | $8.3M | 108k | 77.03 | |
| Ball Corporation (BALL) | 0.2 | $8.2M | 154k | 52.97 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $7.9M | 14k | 570.88 | |
| Pan American Silver Corp Can (PAAS) | 0.1 | $7.8M | 151k | 51.81 | |
| Corning Incorporated (GLW) | 0.1 | $7.7M | 89k | 87.56 | |
| Air Lease Corp Cl A | 0.1 | $7.6M | 118k | 64.23 | |
| PAR Technology Corporation (PAR) | 0.1 | $7.2M | 199k | 36.28 | |
| Meta Platforms Cl A (META) | 0.1 | $7.2M | 11k | 660.09 | |
| Deere & Company (DE) | 0.1 | $7.1M | 15k | 465.57 | |
| D.R. Horton (DHI) | 0.1 | $7.1M | 49k | 144.03 | |
| Wheaton Precious Metals Corp (WPM) | 0.1 | $7.0M | 60k | 117.52 | |
| GBank Financial Holdings (GBFH) | 0.1 | $6.9M | 202k | 33.89 | |
| Pfizer (PFE) | 0.1 | $6.8M | 271k | 24.90 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $6.7M | 194k | 34.74 | |
| IDEXX Laboratories (IDXX) | 0.1 | $6.1M | 9.1k | 676.53 | |
| Toll Brothers (TOL) | 0.1 | $6.1M | 45k | 135.22 | |
| Goldman Sachs (GS) | 0.1 | $6.0M | 6.8k | 879.02 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $5.9M | 18k | 335.28 | |
| Sharkninja Com Shs (SN) | 0.1 | $5.8M | 52k | 111.90 | |
| Emerson Electric (EMR) | 0.1 | $5.7M | 43k | 132.72 | |
| Technipfmc (FTI) | 0.1 | $5.6M | 125k | 44.56 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $5.6M | 77k | 72.19 | |
| EnerSys (ENS) | 0.1 | $5.5M | 38k | 146.75 | |
| Tc Energy Corp (TRP) | 0.1 | $5.3M | 97k | 55.01 | |
| Wal-Mart Stores (WMT) | 0.1 | $5.2M | 46k | 111.41 | |
| Anthem (ELV) | 0.1 | $5.1M | 15k | 350.54 | |
| Capital One Financial (COF) | 0.1 | $5.1M | 21k | 242.36 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $5.1M | 33k | 154.14 | |
| Apollo Global Mgmt (APO) | 0.1 | $5.1M | 35k | 144.76 | |
| Philip Morris International (PM) | 0.1 | $5.0M | 32k | 160.40 | |
| Kinross Gold Corp (KGC) | 0.1 | $4.9M | 174k | 28.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.7M | 24k | 191.56 | |
| Markel Corporation (MKL) | 0.1 | $4.6M | 2.1k | 2149.65 | |
| L3harris Technologies (LHX) | 0.1 | $4.6M | 16k | 293.57 | |
| Teledyne Technologies Incorporated (TDY) | 0.1 | $4.5M | 8.9k | 510.73 | |
| Granite Construction (GVA) | 0.1 | $4.5M | 39k | 115.35 | |
| Hasbro (HAS) | 0.1 | $4.5M | 55k | 82.00 | |
| Reddit Cl A (RDDT) | 0.1 | $4.3M | 19k | 229.87 | |
| Citigroup Com New (C) | 0.1 | $4.3M | 37k | 116.69 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $4.3M | 11k | 396.31 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $4.1M | 47k | 87.42 | |
| Iqvia Holdings (IQV) | 0.1 | $4.1M | 18k | 225.41 | |
| Eli Lilly & Co. (LLY) | 0.1 | $4.0M | 3.8k | 1074.68 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $4.0M | 242k | 16.49 | |
| Ecolab (ECL) | 0.1 | $3.9M | 15k | 262.52 | |
| Textron (TXT) | 0.1 | $3.8M | 44k | 87.17 | |
| Amgen (AMGN) | 0.1 | $3.6M | 11k | 327.31 | |
| Knowles (KN) | 0.1 | $3.6M | 169k | 21.43 | |
| Stride (LRN) | 0.1 | $3.6M | 56k | 64.93 | |
| S&p Global (SPGI) | 0.1 | $3.6M | 6.8k | 522.59 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $3.5M | 35k | 100.89 | |
| Becton, Dickinson and (BDX) | 0.1 | $3.5M | 18k | 194.07 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $3.4M | 9.6k | 350.00 | |
| Rbc Cad (RY) | 0.1 | $3.3M | 19k | 170.49 | |
| Enterprise Products Partners (EPD) | 0.1 | $3.2M | 101k | 32.06 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $3.1M | 6.7k | 473.30 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $3.1M | 29k | 110.08 | |
| Cummins (CMI) | 0.1 | $3.1M | 6.0k | 510.45 | |
| DaVita (DVA) | 0.1 | $3.0M | 27k | 113.61 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $3.0M | 33k | 90.70 | |
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $2.9M | 31k | 91.38 | |
| Lear Corp Com New (LEA) | 0.1 | $2.8M | 25k | 114.60 | |
| Urban Outfitters (URBN) | 0.1 | $2.8M | 38k | 75.26 | |
| 3M Company (MMM) | 0.1 | $2.8M | 17k | 160.10 | |
| Northern Trust Corporation (NTRS) | 0.1 | $2.8M | 20k | 136.59 | |
| Brightsphere Investment Group (AAMI) | 0.1 | $2.8M | 59k | 47.00 | |
| Riley Exploration Permian In (REPX) | 0.1 | $2.7M | 104k | 26.40 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.1 | $2.7M | 86k | 31.42 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.7M | 3.6k | 753.85 | |
| Valmont Industries (VMI) | 0.0 | $2.7M | 6.6k | 402.32 | |
| American Express Company (AXP) | 0.0 | $2.6M | 7.1k | 369.94 | |
| Axis Cap Hldgs SHS (AXS) | 0.0 | $2.6M | 25k | 107.09 | |
| Kinder Morgan (KMI) | 0.0 | $2.6M | 95k | 27.49 | |
| Intuit (INTU) | 0.0 | $2.6M | 3.9k | 662.42 | |
| Waters Corporation (WAT) | 0.0 | $2.5M | 6.6k | 379.83 | |
| Equinox Gold Corp equities (EQX) | 0.0 | $2.5M | 175k | 14.04 | |
| Roper Industries (ROP) | 0.0 | $2.5M | 5.5k | 445.13 | |
| Nike CL B (NKE) | 0.0 | $2.4M | 38k | 63.71 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $2.3M | 4.1k | 566.36 | |
| UnitedHealth (UNH) | 0.0 | $2.3M | 6.9k | 330.11 | |
| Shell Spon Ads (SHEL) | 0.0 | $2.2M | 30k | 73.48 | |
| Sherwin-Williams Company (SHW) | 0.0 | $2.2M | 6.7k | 324.03 | |
| Alphatec Hldgs Com New (ATEC) | 0.0 | $2.1M | 100k | 21.04 | |
| Dbx Etf Tr Daly Hom B&s Bul (NAIL) | 0.0 | $2.1M | 42k | 49.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $2.1M | 3.4k | 614.32 | |
| Wiley John & Sons Cl A (WLY) | 0.0 | $2.1M | 67k | 30.63 | |
| Nextnav Common Stock (NN) | 0.0 | $2.0M | 122k | 16.64 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $2.0M | 7.0k | 287.22 | |
| McDonald's Corporation (MCD) | 0.0 | $1.9M | 6.2k | 305.63 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $1.9M | 36k | 52.39 | |
| Trimble Navigation (TRMB) | 0.0 | $1.8M | 23k | 78.35 | |
| Nextera Energy (NEE) | 0.0 | $1.7M | 22k | 80.28 | |
| Amrize SHS (AMRZ) | 0.0 | $1.7M | 32k | 54.08 | |
| Houlihan Lokey Cl A (HLI) | 0.0 | $1.7M | 9.9k | 174.19 | |
| Rocket Cos Com Cl A (RKT) | 0.0 | $1.7M | 89k | 19.36 | |
| Canadian Natural Resources (CNQ) | 0.0 | $1.7M | 51k | 33.85 | |
| Church & Dwight (CHD) | 0.0 | $1.7M | 20k | 83.85 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.7M | 9.9k | 168.77 | |
| Stryker Corporation (SYK) | 0.0 | $1.6M | 4.7k | 351.47 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $1.6M | 36k | 44.71 | |
| Sigma Lithium Corporation (SGML) | 0.0 | $1.6M | 121k | 13.19 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $1.6M | 30k | 53.37 | |
| Williams Companies (WMB) | 0.0 | $1.6M | 26k | 60.11 | |
| General Dynamics Corporation (GD) | 0.0 | $1.6M | 4.6k | 336.66 | |
| Phillips 66 (PSX) | 0.0 | $1.5M | 12k | 129.04 | |
| Regions Financial Corporation (RF) | 0.0 | $1.5M | 57k | 27.10 | |
| Enbridge (ENB) | 0.0 | $1.5M | 31k | 47.83 | |
| Waste Management (WM) | 0.0 | $1.5M | 6.7k | 219.71 | |
| Option Care Health Com New (OPCH) | 0.0 | $1.4M | 45k | 31.86 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.4M | 23k | 62.47 | |
| Suncor Energy (SU) | 0.0 | $1.4M | 32k | 44.36 | |
| Elemental Rty Corp Com New (ELE) | 0.0 | $1.4M | 82k | 16.97 | |
| Rithm Capital Corp Com New (RITM) | 0.0 | $1.4M | 127k | 10.90 | |
| ConocoPhillips (COP) | 0.0 | $1.3M | 14k | 93.61 | |
| Global Payments (GPN) | 0.0 | $1.3M | 17k | 77.40 | |
| Arista Networks Com Shs (ANET) | 0.0 | $1.3M | 10k | 131.03 | |
| Micron Technology (MU) | 0.0 | $1.3M | 4.6k | 285.41 | |
| Broadridge Financial Solutions (BR) | 0.0 | $1.3M | 5.9k | 223.17 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $1.3M | 1.5k | 878.96 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $1.3M | 5.3k | 246.16 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.3M | 1.9k | 684.94 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.3M | 5.8k | 217.06 | |
| Cirrus Logic (CRUS) | 0.0 | $1.3M | 11k | 118.50 | |
| Pure Cycle Corp Com New (PCYO) | 0.0 | $1.3M | 114k | 10.99 | |
| Borr Drilling SHS (BORR) | 0.0 | $1.2M | 304k | 4.03 | |
| Armstrong World Industries (AWI) | 0.0 | $1.2M | 6.3k | 191.10 | |
| Annaly Capital Management In Com New (NLY) | 0.0 | $1.2M | 53k | 22.36 | |
| Us Bancorp Del Com New (USB) | 0.0 | $1.2M | 22k | 53.36 | |
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $1.2M | 110k | 10.72 | |
| Pinterest Cl A (PINS) | 0.0 | $1.2M | 45k | 25.89 | |
| Power Integrations (POWI) | 0.0 | $1.1M | 32k | 35.54 | |
| Fortive (FTV) | 0.0 | $1.1M | 20k | 55.21 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.1M | 8.9k | 120.18 | |
| CarMax (KMX) | 0.0 | $1.0M | 27k | 38.64 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $1.0M | 9.1k | 113.78 | |
| Brown & Brown (BRO) | 0.0 | $1.0M | 13k | 79.70 | |
| Crown Castle Intl (CCI) | 0.0 | $977k | 11k | 88.87 | |
| Graftech Intl Com New (EAF) | 0.0 | $965k | 62k | 15.51 | |
| Union Bankshares (UNB) | 0.0 | $953k | 40k | 23.73 | |
| Bank of America Corporation (BAC) | 0.0 | $923k | 17k | 55.00 | |
| Biogen Idec (BIIB) | 0.0 | $894k | 5.1k | 175.99 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $889k | 2.0k | 453.36 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $886k | 8.9k | 99.78 | |
| Amphenol Corp Cl A (APH) | 0.0 | $885k | 6.5k | 135.14 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $850k | 12k | 73.56 | |
| Landbridge Company Cl A (LB) | 0.0 | $850k | 17k | 48.99 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $828k | 3.8k | 219.78 | |
| Maplebear (CART) | 0.0 | $828k | 18k | 44.98 | |
| Domino's Pizza (DPZ) | 0.0 | $794k | 1.9k | 416.82 | |
| Loandepot Com Cl A (LDI) | 0.0 | $786k | 380k | 2.07 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $784k | 1.4k | 570.21 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $778k | 1.6k | 487.86 | |
| Peapack-Gladstone Financial (PGC) | 0.0 | $777k | 28k | 27.85 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $770k | 3.0k | 257.95 | |
| Cme (CME) | 0.0 | $736k | 2.7k | 273.11 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $704k | 5.1k | 137.87 | |
| Linde SHS (LIN) | 0.0 | $698k | 1.6k | 426.39 | |
| Yum! Brands (YUM) | 0.0 | $695k | 4.6k | 151.28 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $688k | 14k | 50.88 | |
| Broadstone Net Lease (BNL) | 0.0 | $676k | 39k | 17.37 | |
| Cigna Corp (CI) | 0.0 | $666k | 2.4k | 275.23 | |
| Altria (MO) | 0.0 | $640k | 11k | 57.66 | |
| Consolidated Edison (ED) | 0.0 | $622k | 6.3k | 99.32 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $616k | 19k | 33.37 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $615k | 11k | 53.76 | |
| Biolife Solutions Com New (BLFS) | 0.0 | $615k | 25k | 24.18 | |
| Cullen/Frost Bankers (CFR) | 0.0 | $614k | 4.8k | 126.63 | |
| Wiley John & Sons CL B (WLYB) | 0.0 | $610k | 20k | 30.50 | |
| Ge Vernova (GEV) | 0.0 | $607k | 928.00 | 653.57 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $599k | 120k | 4.99 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $593k | 4.0k | 146.58 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $590k | 2.0k | 290.22 | |
| Teleflex Incorporated (TFX) | 0.0 | $586k | 4.8k | 122.04 | |
| Aura Minerals Shs New (AUGO) | 0.0 | $570k | 11k | 50.41 | |
| Tesla Motors (TSLA) | 0.0 | $561k | 1.2k | 449.72 | |
| Elbit Sys Ord (ESLT) | 0.0 | $558k | 966.00 | 577.71 | |
| Enovix Corp (ENVX) | 0.0 | $558k | 76k | 7.31 | |
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $540k | 31k | 17.25 | |
| Orchid Is Cap Com New (ORC) | 0.0 | $540k | 75k | 7.20 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $531k | 7.8k | 68.36 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.0 | $529k | 4.4k | 121.29 | |
| Verizon Communications (VZ) | 0.0 | $529k | 13k | 40.73 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $521k | 1.9k | 268.30 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $519k | 6.3k | 82.48 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $517k | 2.7k | 190.99 | |
| Baxter International (BAX) | 0.0 | $511k | 27k | 19.11 | |
| Advanced Micro Devices (AMD) | 0.0 | $507k | 2.4k | 214.16 | |
| Sprott Asset Management Physical Platinu (SPPP) | 0.0 | $505k | 30k | 16.84 | |
| Jumia Technologies Sponsored Ads (JMIA) | 0.0 | $500k | 40k | 12.49 | |
| M&T Bank Corporation (MTB) | 0.0 | $487k | 2.4k | 201.48 | |
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $471k | 3.0k | 154.80 | |
| Cavco Industries (CVCO) | 0.0 | $467k | 791.00 | 590.74 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $467k | 4.7k | 99.91 | |
| Expeditors International of Washington (EXPD) | 0.0 | $465k | 3.1k | 149.01 | |
| Sprott Fds Tr Active Gold & Si (GBUG) | 0.0 | $464k | 11k | 43.69 | |
| Progressive Corporation (PGR) | 0.0 | $457k | 2.0k | 227.72 | |
| Range Resources (RRC) | 0.0 | $453k | 13k | 35.26 | |
| F&g Annuities & Life Common Stock (FG) | 0.0 | $450k | 15k | 30.85 | |
| T. Rowe Price (TROW) | 0.0 | $448k | 4.4k | 102.38 | |
| Sprott Fds Tr Silver Miners (SLVR) | 0.0 | $446k | 8.0k | 55.80 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $430k | 8.2k | 52.64 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $429k | 6.7k | 64.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $425k | 1.4k | 303.89 | |
| American Electric Power Company (AEP) | 0.0 | $424k | 3.7k | 115.31 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $423k | 4.0k | 105.69 | |
| Mettler-Toledo International (MTD) | 0.0 | $421k | 302.00 | 1394.19 | |
| Valley National Ban (VLY) | 0.0 | $409k | 35k | 11.68 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $400k | 2.2k | 181.21 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $395k | 655.00 | 603.28 | |
| Aptar (ATR) | 0.0 | $394k | 3.2k | 121.96 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $393k | 2.2k | 177.75 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $391k | 10k | 39.21 | |
| Golar Lng SHS (GLNG) | 0.0 | $391k | 11k | 37.21 | |
| Maui Land & Pineapple (MLP) | 0.0 | $386k | 23k | 16.94 | |
| Gilead Sciences (GILD) | 0.0 | $385k | 3.1k | 122.74 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $381k | 1.1k | 342.91 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $381k | 4.0k | 95.20 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $369k | 3.2k | 117.21 | |
| Ishares Tr Europe Etf (IEV) | 0.0 | $364k | 5.3k | 68.60 | |
| Roadzen Ord Shs (RDZN) | 0.0 | $362k | 150k | 2.41 | |
| Kenvue (KVUE) | 0.0 | $361k | 21k | 17.25 | |
| AES Corporation (AES) | 0.0 | $361k | 25k | 14.34 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $357k | 2.5k | 143.55 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $356k | 1.7k | 209.12 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $349k | 5.0k | 69.40 | |
| Ferroglobe SHS (GSM) | 0.0 | $348k | 75k | 4.64 | |
| Grail (GRAL) | 0.0 | $342k | 4.0k | 85.59 | |
| Applied Materials (AMAT) | 0.0 | $338k | 1.3k | 256.99 | |
| At&t (T) | 0.0 | $331k | 13k | 24.84 | |
| Mediaalpha Cl A (MAX) | 0.0 | $331k | 26k | 12.95 | |
| SLB Com Stk (SLB) | 0.0 | $328k | 8.5k | 38.38 | |
| PNC Financial Services (PNC) | 0.0 | $324k | 1.6k | 208.73 | |
| Paychex (PAYX) | 0.0 | $320k | 2.9k | 112.18 | |
| Astrazeneca Sponsored Adr | 0.0 | $306k | 3.3k | 91.93 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $306k | 3.5k | 87.16 | |
| Marriott Intl Cl A (MAR) | 0.0 | $305k | 982.00 | 310.24 | |
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $304k | 6.7k | 45.40 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $303k | 1.4k | 211.24 | |
| Tko Group Holdings Cl A (TKO) | 0.0 | $303k | 1.4k | 209.00 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $298k | 923.00 | 323.01 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $298k | 4.9k | 60.89 | |
| RadNet (RDNT) | 0.0 | $293k | 4.1k | 71.35 | |
| Cintas Corporation (CTAS) | 0.0 | $291k | 1.5k | 188.07 | |
| Installed Bldg Prods (IBP) | 0.0 | $291k | 1.1k | 259.39 | |
| Duos Technologies Group (DUOT) | 0.0 | $281k | 25k | 11.25 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $281k | 6.3k | 44.41 | |
| Ventyx Biosciences (VTYX) | 0.0 | $280k | 31k | 9.03 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $278k | 6.1k | 45.85 | |
| Hershey Company (HSY) | 0.0 | $276k | 1.5k | 181.98 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $271k | 6.3k | 43.30 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $263k | 1.6k | 162.63 | |
| Travelers Companies (TRV) | 0.0 | $260k | 896.00 | 290.06 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $259k | 1.9k | 136.07 | |
| Loews Corporation (L) | 0.0 | $258k | 2.4k | 105.31 | |
| Hologic | 0.0 | $257k | 3.5k | 74.49 | |
| Curtiss-Wright (CW) | 0.0 | $256k | 464.00 | 551.27 | |
| American Intl Group Com New (AIG) | 0.0 | $255k | 3.0k | 85.55 | |
| Allstate Corporation (ALL) | 0.0 | $255k | 1.2k | 208.15 | |
| Flowserve Corporation (FLS) | 0.0 | $254k | 3.7k | 69.38 | |
| Valero Energy Corporation (VLO) | 0.0 | $251k | 1.5k | 162.79 | |
| Solaredge Technologies (SEDG) | 0.0 | $249k | 8.6k | 28.85 | |
| Netflix (NFLX) | 0.0 | $249k | 2.7k | 93.76 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $248k | 1.7k | 143.97 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $247k | 6.0k | 41.12 | |
| Zimmer Holdings (ZBH) | 0.0 | $247k | 2.8k | 89.92 | |
| Stanley Black & Decker (SWK) | 0.0 | $247k | 3.3k | 74.28 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $244k | 3.0k | 81.17 | |
| Manulife Finl Corp (MFC) | 0.0 | $244k | 6.7k | 36.28 | |
| Steris Shs Usd (STE) | 0.0 | $244k | 963.00 | 253.52 | |
| Comfort Systems USA (FIX) | 0.0 | $243k | 260.00 | 933.29 | |
| Live Oak Acquisition Corp V *w Exp 99/99/999 (LOKVW) | 0.0 | $242k | 248k | 0.98 | |
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $237k | 3.6k | 65.91 | |
| Unilever Spon Adr New (UL) | 0.0 | $236k | 3.6k | 65.40 | |
| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $233k | 10k | 22.36 | |
| Eaton Corp SHS (ETN) | 0.0 | $231k | 725.00 | 318.51 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $231k | 2.9k | 79.24 | |
| Globe Life (GL) | 0.0 | $225k | 1.6k | 139.86 | |
| Global X Fds Artificial Etf (AIQ) | 0.0 | $224k | 4.4k | 50.86 | |
| Live Oak Acquisition Corp V Cl A Shs (LOKV) | 0.0 | $218k | 21k | 10.30 | |
| Bwx Technologies (BWXT) | 0.0 | $218k | 1.3k | 172.84 | |
| Universal Hlth Svcs CL B (UHS) | 0.0 | $218k | 1.0k | 218.02 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $216k | 1.8k | 119.75 | |
| Digital Realty Trust (DLR) | 0.0 | $215k | 1.4k | 154.71 | |
| W.W. Grainger (GWW) | 0.0 | $205k | 203.00 | 1009.05 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $204k | 2.9k | 70.12 | |
| Blackrock (BLK) | 0.0 | $201k | 188.00 | 1070.34 | |
| Wayfair Cl A (W) | 0.0 | $201k | 2.0k | 100.41 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $192k | 11k | 17.96 | |
| I-80 Gold Corp (IAUX) | 0.0 | $190k | 130k | 1.46 | |
| Marcus Corporation (MCS) | 0.0 | $157k | 10k | 15.51 | |
| Mfa Finl (MFA) | 0.0 | $156k | 17k | 9.31 | |
| Bgc Group Cl A (BGC) | 0.0 | $150k | 17k | 8.93 | |
| Txo Partners Com Unit (TXO) | 0.0 | $139k | 13k | 10.67 | |
| Mitek Sys Com New (MITK) | 0.0 | $117k | 11k | 10.55 | |
| Ardagh Metal Packaging S A SHS (AMBP) | 0.0 | $114k | 28k | 4.10 | |
| New Gold Inc Cda | 0.0 | $113k | 13k | 8.71 | |
| Izea Worldwide Com New (IZEA) | 0.0 | $110k | 25k | 4.38 | |
| New Found Gold Corp (NFGC) | 0.0 | $89k | 30k | 2.97 | |
| Alector (ALEC) | 0.0 | $85k | 55k | 1.56 | |
| Red Cat Hldgs (RCAT) | 0.0 | $79k | 10k | 7.93 | |
| Cvd Equipment Corp equity (CVV) | 0.0 | $73k | 24k | 3.09 | |
| Nephros (NEPH) | 0.0 | $54k | 11k | 4.88 | |
| Defi Technologies (DEFT) | 0.0 | $49k | 65k | 0.75 | |
| Aspen Aerogels (ASPN) | 0.0 | $28k | 10k | 2.83 |