Cidel Asset Management as of June 30, 2026
Portfolio Holdings for Cidel Asset Management
Cidel Asset Management holds 480 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rbc Cad (RY) | 5.2 | $108M | 521k | 207.00 | |
| Apple (AAPL) | 3.9 | $81M | 281k | 289.36 | |
| NVIDIA Corporation (NVDA) | 2.7 | $55M | 277k | 200.09 | |
| Toronto Dominion Bk Ont Com New (TD) | 2.6 | $55M | 448k | 121.54 | |
| Bank Of Montreal Cadcom (BMO) | 2.5 | $52M | 294k | 176.68 | |
| Fortis (FTS) | 2.5 | $52M | 907k | 57.27 | |
| Microsoft Corporation (MSFT) | 2.4 | $50M | 133k | 373.02 | |
| Canadian Natl Ry (CNI) | 2.3 | $48M | 404k | 119.30 | |
| Astrazeneca Ord (AZN) | 2.1 | $45M | 235k | 189.55 | |
| Visa Com Cl A (V) | 2.1 | $44M | 128k | 343.09 | |
| Rb Global (RBA) | 2.1 | $44M | 377k | 116.38 | |
| Cibc Cad (CM) | 2.1 | $44M | 381k | 115.12 | |
| Amazon (AMZN) | 1.9 | $39M | 164k | 238.34 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 1.8 | $38M | 526k | 72.51 | |
| Manulife Finl Corp (MFC) | 1.6 | $34M | 828k | 40.54 | |
| Waste Connections (WCN) | 1.6 | $33M | 198k | 166.62 | |
| JPMorgan Chase & Co. (JPM) | 1.5 | $32M | 97k | 327.33 | |
| CMS Energy Corporation (CMS) | 1.5 | $31M | 406k | 76.50 | |
| Bk Nova Cad (BNS) | 1.5 | $31M | 354k | 86.89 | |
| Coca-Cola Company (KO) | 1.4 | $29M | 362k | 81.27 | |
| Jacobs Engineering Group (J) | 1.4 | $29M | 227k | 126.00 | |
| Wec Energy Group (WEC) | 1.2 | $26M | 222k | 116.77 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.2 | $26M | 13k | 1989.44 | |
| Eli Lilly & Co. (LLY) | 1.1 | $24M | 20k | 1199.43 | |
| Micron Technology (MU) | 1.1 | $24M | 21k | 1154.29 | |
| Rio Tinto Sponsored Adr (RIO) | 1.1 | $23M | 242k | 94.93 | |
| ConocoPhillips (COP) | 1.1 | $22M | 213k | 103.96 | |
| Canadian Pacific Kansas City (CP) | 1.1 | $22M | 256k | 86.67 | |
| Marriott Intl Cl A (MAR) | 1.1 | $22M | 59k | 370.59 | |
| Motorola Solutions Com New (MSI) | 1.0 | $21M | 51k | 415.29 | |
| Colgate-Palmolive Company (CL) | 1.0 | $21M | 227k | 91.68 | |
| Abbott Laboratories (ABT) | 1.0 | $21M | 228k | 90.74 | |
| Suncor Energy (SU) | 1.0 | $20M | 377k | 53.78 | |
| Te Connectivity Ord Shs (TEL) | 1.0 | $20M | 101k | 201.61 | |
| Advanced Micro Devices (AMD) | 1.0 | $20M | 35k | 580.91 | |
| Canadian Natural Resources (CNQ) | 0.9 | $19M | 491k | 39.56 | |
| Agnico (AEM) | 0.9 | $19M | 123k | 155.32 | |
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.9 | $18M | 659k | 27.88 | |
| Sap Se Spon Adr (SAP) | 0.8 | $17M | 112k | 154.11 | |
| Waste Management (WM) | 0.8 | $17M | 75k | 222.88 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.8 | $17M | 78k | 212.77 | |
| Gentex Corporation (GNTX) | 0.8 | $17M | 656k | 25.27 | |
| Franco-Nevada Corporation (FNV) | 0.8 | $16M | 78k | 208.58 | |
| Wheaton Precious Metals Corp (WPM) | 0.7 | $16M | 138k | 112.45 | |
| Willis Towers Watson SHS (WTW) | 0.7 | $15M | 58k | 261.37 | |
| Cenovus Energy (CVE) | 0.7 | $15M | 590k | 24.80 | |
| Pembina Pipeline Corp (PBA) | 0.7 | $14M | 307k | 46.25 | |
| Stagwell Com Cl A (STGW) | 0.7 | $14M | 1.9M | 7.43 | |
| Procter & Gamble Company (PG) | 0.7 | $14M | 95k | 146.64 | |
| CBOE Holdings (CBOE) | 0.7 | $14M | 56k | 242.67 | |
| Darden Restaurants (DRI) | 0.6 | $13M | 64k | 206.01 | |
| Netflix (NFLX) | 0.6 | $13M | 184k | 71.40 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.6 | $13M | 26k | 477.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $12M | 35k | 357.37 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.6 | $12M | 124k | 93.81 | |
| Cgi Cl A Sub Vtg (GIB) | 0.5 | $11M | 168k | 64.61 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $10M | 15k | 686.81 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $9.5M | 27k | 353.33 | |
| Tesla Motors (TSLA) | 0.4 | $9.2M | 22k | 420.60 | |
| Intel Corporation (INTC) | 0.4 | $8.8M | 63k | 139.63 | |
| Stantec (STN) | 0.4 | $8.7M | 127k | 68.95 | |
| Boyd Group Services (BGSI) | 0.4 | $8.7M | 92k | 94.65 | |
| Moody's Corporation (MCO) | 0.4 | $8.4M | 19k | 452.92 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $8.3M | 17k | 500.39 | |
| Descartes Sys Grp (DSGX) | 0.4 | $8.2M | 118k | 69.24 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $7.5M | 10.00 | 748850.00 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $7.4M | 54k | 136.72 | |
| Cameco Corporation (CCJ) | 0.3 | $7.1M | 70k | 101.89 | |
| Tfii Cn (TFII) | 0.3 | $7.1M | 49k | 143.89 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $6.8M | 96k | 71.25 | |
| Cae (CAE) | 0.3 | $6.7M | 269k | 25.03 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $6.6M | 28k | 236.62 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.3 | $6.4M | 118k | 54.03 | |
| Chevron Corporation (CVX) | 0.3 | $5.6M | 34k | 165.76 | |
| UnitedHealth (UNH) | 0.3 | $5.5M | 13k | 415.63 | |
| National Grid Sponsored Adr Ne (NGG) | 0.2 | $5.1M | 62k | 82.87 | |
| Nutrien (NTR) | 0.2 | $5.0M | 80k | 62.98 | |
| Bbb Foods Cl A Com (TBBB) | 0.2 | $4.9M | 118k | 41.67 | |
| Meta Platforms Cl A (META) | 0.2 | $4.9M | 8.7k | 563.29 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $4.8M | 155k | 31.10 | |
| Bank of America Corporation (BAC) | 0.2 | $4.4M | 77k | 56.98 | |
| Hubbell (HUBB) | 0.2 | $4.2M | 8.1k | 523.20 | |
| Johnson & Johnson (JNJ) | 0.2 | $4.1M | 16k | 253.97 | |
| Wal-Mart Stores (WMT) | 0.2 | $4.1M | 36k | 113.20 | |
| CVS Caremark Corporation (CVS) | 0.2 | $4.0M | 38k | 103.45 | |
| Haleon Spon Ads (HLN) | 0.2 | $3.9M | 423k | 9.33 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.8M | 5.0k | 748.89 | |
| Verizon Communications (VZ) | 0.2 | $3.6M | 84k | 42.34 | |
| Wells Fargo & Company (WFC) | 0.2 | $3.4M | 41k | 82.64 | |
| Broadcom (AVGO) | 0.2 | $3.3M | 8.9k | 377.75 | |
| Nextera Energy (NEE) | 0.2 | $3.3M | 37k | 87.77 | |
| Cisco Systems (CSCO) | 0.2 | $3.2M | 28k | 117.46 | |
| Citigroup Com New (C) | 0.2 | $3.1M | 22k | 139.96 | |
| Analog Devices (ADI) | 0.1 | $2.9M | 7.3k | 397.17 | |
| American Water Works (AWK) | 0.1 | $2.8M | 22k | 131.58 | |
| MercadoLibre (MELI) | 0.1 | $2.8M | 1.6k | 1697.39 | |
| Enbridge (ENB) | 0.1 | $2.7M | 50k | 54.21 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $2.7M | 110k | 24.55 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.6M | 2.8k | 935.47 | |
| At&t (T) | 0.1 | $2.6M | 124k | 20.70 | |
| Amphenol Corp Cl A (APH) | 0.1 | $2.6M | 15k | 176.32 | |
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $2.6M | 125k | 20.49 | |
| Home Depot (HD) | 0.1 | $2.4M | 6.9k | 352.68 | |
| Merck & Co (MRK) | 0.1 | $2.4M | 19k | 128.50 | |
| International Business Machines (IBM) | 0.1 | $2.4M | 8.6k | 281.21 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $2.4M | 9.5k | 255.67 | |
| Applied Materials (AMAT) | 0.1 | $2.4M | 3.3k | 723.00 | |
| Valero Energy Corporation (VLO) | 0.1 | $2.4M | 9.2k | 260.44 | |
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $2.4M | 31k | 75.64 | |
| Pfizer (PFE) | 0.1 | $2.4M | 98k | 24.08 | |
| Abbvie (ABBV) | 0.1 | $2.3M | 9.3k | 251.64 | |
| General Motors Company (GM) | 0.1 | $2.3M | 30k | 77.08 | |
| Caterpillar (CAT) | 0.1 | $2.2M | 2.1k | 1064.90 | |
| Sun Life Financial (SLF) | 0.1 | $2.1M | 27k | 78.48 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.1M | 41k | 50.42 | |
| Goldman Sachs (GS) | 0.1 | $2.0M | 2.0k | 1011.37 | |
| Anthem (ELV) | 0.1 | $1.9M | 5.0k | 386.73 | |
| Cigna Corp (CI) | 0.1 | $1.9M | 7.0k | 275.68 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $1.9M | 37k | 52.76 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.9M | 33k | 57.62 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.8M | 9.7k | 189.73 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | 20k | 92.27 | |
| Union Pacific Corporation (UNP) | 0.1 | $1.8M | 6.6k | 272.00 | |
| Centene Corporation (CNC) | 0.1 | $1.8M | 27k | 64.19 | |
| Philip Morris International (PM) | 0.1 | $1.7M | 9.5k | 180.91 | |
| Ford Motor Company (F) | 0.1 | $1.7M | 121k | 13.90 | |
| Qualcomm (QCOM) | 0.1 | $1.6M | 8.9k | 184.79 | |
| Pepsi (PEP) | 0.1 | $1.6M | 12k | 135.40 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.6M | 5.3k | 303.12 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.6M | 4.4k | 370.04 | |
| Phillips 66 (PSX) | 0.1 | $1.6M | 9.5k | 169.05 | |
| Deere & Company (DE) | 0.1 | $1.6M | 2.5k | 634.33 | |
| Capital One Financial (COF) | 0.1 | $1.6M | 7.8k | 200.62 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $1.6M | 3.6k | 433.33 | |
| Humana (HUM) | 0.1 | $1.5M | 3.9k | 397.22 | |
| Target Corporation (TGT) | 0.1 | $1.5M | 12k | 130.61 | |
| Corning Incorporated (GLW) | 0.1 | $1.5M | 5.9k | 255.43 | |
| Morgan Stanley Com New (MS) | 0.1 | $1.5M | 7.1k | 209.04 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.5M | 20k | 75.45 | |
| Tc Energy Corp (TRP) | 0.1 | $1.4M | 21k | 66.20 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 4.7k | 298.07 | |
| Amgen (AMGN) | 0.1 | $1.4M | 3.8k | 362.12 | |
| Altria (MO) | 0.1 | $1.4M | 19k | 71.95 | |
| American Express Company (AXP) | 0.1 | $1.3M | 4.0k | 338.25 | |
| United Parcel Svcs CL B (UPS) | 0.1 | $1.3M | 12k | 107.50 | |
| Ishares Msci Japan Etf (EWJ) | 0.1 | $1.3M | 14k | 93.27 | |
| Lowe's Companies (LOW) | 0.1 | $1.3M | 5.9k | 220.49 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.1 | $1.3M | 131k | 9.90 | |
| Ishares Msci World Etf (URTH) | 0.1 | $1.3M | 6.3k | 202.64 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $1.3M | 15k | 82.84 | |
| Walt Disney Company (DIS) | 0.1 | $1.2M | 13k | 96.25 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | 2.4k | 509.46 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | 3.4k | 368.38 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.2M | 2.4k | 513.60 | |
| McDonald's Corporation (MCD) | 0.1 | $1.2M | 4.4k | 270.31 | |
| Oracle Corporation (ORCL) | 0.1 | $1.2M | 8.0k | 146.55 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | 9.2k | 126.58 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $1.2M | 15k | 76.40 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $1.2M | 10k | 110.34 | |
| Nucor Corporation (NUE) | 0.1 | $1.1M | 5.0k | 222.75 | |
| Gilead Sciences (GILD) | 0.1 | $1.1M | 8.7k | 126.34 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.2k | 501.36 | |
| Sandisk Corp (SNDK) | 0.1 | $1.1M | 482.00 | 2270.27 | |
| FedEx Corporation (FDX) | 0.1 | $1.1M | 3.4k | 313.13 | |
| EOG Resources (EOG) | 0.1 | $1.0M | 8.1k | 129.73 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.0M | 10k | 98.98 | |
| Emera (EMA) | 0.0 | $1.0M | 19k | 53.03 | |
| Imperial Oil Com New (IMO) | 0.0 | $1.0M | 9.0k | 112.25 | |
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $993k | 3.3k | 302.70 | |
| Us Bancorp Com New (USB) | 0.0 | $985k | 16k | 60.40 | |
| Medtronic SHS (MDT) | 0.0 | $974k | 13k | 78.23 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $972k | 22k | 45.11 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $964k | 36k | 26.66 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $929k | 11k | 88.54 | |
| American Intl Group Com New (AIG) | 0.0 | $908k | 12k | 74.53 | |
| Kla Corp Com New (KLAC) | 0.0 | $882k | 2.9k | 301.71 | |
| CSX Corporation (CSX) | 0.0 | $866k | 18k | 47.53 | |
| Newmont Mining Corporation (NEM) | 0.0 | $864k | 9.2k | 93.40 | |
| General Dynamics Corporation (GD) | 0.0 | $854k | 2.4k | 354.24 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $847k | 1.1k | 746.77 | |
| Devon Energy Corporation (DVN) | 0.0 | $846k | 21k | 41.32 | |
| Dow (DOW) | 0.0 | $844k | 31k | 27.36 | |
| PNC Financial Services (PNC) | 0.0 | $837k | 3.4k | 246.22 | |
| Southern Company (SO) | 0.0 | $829k | 8.7k | 95.71 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $827k | 14k | 57.84 | |
| Chubb (CB) | 0.0 | $807k | 2.4k | 340.74 | |
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $796k | 2.6k | 302.97 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $779k | 7.5k | 103.88 | |
| Travelers Companies (TRV) | 0.0 | $778k | 2.4k | 330.12 | |
| American Electric Power Company (AEP) | 0.0 | $773k | 5.7k | 136.80 | |
| Ge Aerospace Com New (GE) | 0.0 | $765k | 2.0k | 373.73 | |
| Bank of New York Mellon Corporation (BNY) | 0.0 | $759k | 5.3k | 144.61 | |
| Emerson Electric (EMR) | 0.0 | $758k | 5.3k | 143.15 | |
| Kroger (KR) | 0.0 | $756k | 14k | 55.53 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $756k | 6.1k | 124.44 | |
| Western Digital (WDC) | 0.0 | $743k | 1.2k | 638.72 | |
| Chesapeake Energy Corp (EXE) | 0.0 | $734k | 8.1k | 91.19 | |
| 3M Company (MMM) | 0.0 | $727k | 4.5k | 161.91 | |
| Starbucks Corporation (SBUX) | 0.0 | $723k | 7.1k | 102.19 | |
| Charter Communications Cl A (CHTR) | 0.0 | $722k | 5.1k | 142.21 | |
| Truist Financial Corp equities (TFC) | 0.0 | $719k | 14k | 49.82 | |
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $716k | 2.0k | 354.56 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $716k | 7.5k | 95.62 | |
| SLB Com Stk (SLB) | 0.0 | $712k | 15k | 46.49 | |
| Danaher Corporation (DHR) | 0.0 | $700k | 3.7k | 190.48 | |
| Moderna (MRNA) | 0.0 | $694k | 9.9k | 70.03 | |
| Synchrony Financial (SYF) | 0.0 | $692k | 9.1k | 76.05 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $690k | 715.00 | 965.01 | |
| TJX Companies (TJX) | 0.0 | $688k | 4.5k | 151.50 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $680k | 19k | 36.76 | |
| Dell Technologies CL C (DELL) | 0.0 | $679k | 1.6k | 431.46 | |
| Freeport Mcmoran CL B (FCX) | 0.0 | $678k | 11k | 62.89 | |
| D.R. Horton (DHI) | 0.0 | $678k | 4.2k | 162.88 | |
| salesforce (CRM) | 0.0 | $677k | 4.3k | 156.66 | |
| Blackrock (BLK) | 0.0 | $661k | 687.00 | 961.56 | |
| Stryker Corporation (SYK) | 0.0 | $655k | 2.1k | 314.84 | |
| Nike CL B (NKE) | 0.0 | $655k | 16k | 41.05 | |
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $652k | 6.8k | 96.43 | |
| Metropcs Communications (TMUS) | 0.0 | $650k | 3.9k | 167.73 | |
| Halliburton Company (HAL) | 0.0 | $648k | 19k | 33.95 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $646k | 3.2k | 205.02 | |
| Ge Vernova (GEV) | 0.0 | $646k | 550.00 | 1174.85 | |
| eBay (EBAY) | 0.0 | $646k | 5.8k | 111.75 | |
| Allstate Corporation (ALL) | 0.0 | $644k | 2.7k | 237.94 | |
| Galaxy Digital Cl A (GLXY) | 0.0 | $638k | 23k | 27.34 | |
| Dominion Resources (D) | 0.0 | $632k | 9.3k | 68.29 | |
| MetLife (MET) | 0.0 | $631k | 7.5k | 84.61 | |
| Bce Com New (BCE) | 0.0 | $623k | 29k | 21.53 | |
| Progressive Corporation (PGR) | 0.0 | $622k | 2.8k | 218.45 | |
| Hca Holdings (HCA) | 0.0 | $618k | 1.6k | 389.89 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $615k | 13k | 48.57 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $612k | 16k | 38.06 | |
| Norfolk Southern (NSC) | 0.0 | $611k | 1.9k | 314.59 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $605k | 2.4k | 252.23 | |
| Booking Holdings (BKNG) | 0.0 | $602k | 3.4k | 178.24 | |
| Cummins (CMI) | 0.0 | $600k | 841.00 | 713.21 | |
| Kinder Morgan (KMI) | 0.0 | $599k | 19k | 31.97 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $587k | 14k | 42.65 | |
| AFLAC Incorporated (AFL) | 0.0 | $580k | 5.0k | 117.25 | |
| Paccar (PCAR) | 0.0 | $572k | 4.8k | 120.12 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $571k | 60k | 9.48 | |
| Tyson Foods Cl A (TSN) | 0.0 | $561k | 9.8k | 57.25 | |
| Hp (HPQ) | 0.0 | $560k | 26k | 21.94 | |
| Paypal Holdings (PYPL) | 0.0 | $551k | 13k | 43.18 | |
| Steel Dynamics (STLD) | 0.0 | $548k | 2.4k | 229.46 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $548k | 1.1k | 509.31 | |
| Rogers Communications CL B (RCI) | 0.0 | $543k | 17k | 32.52 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $539k | 2.5k | 217.91 | |
| Nextpower Class A Com (NXT) | 0.0 | $539k | 4.5k | 119.14 | |
| State Street Corporation (STT) | 0.0 | $536k | 3.2k | 169.60 | |
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $536k | 23k | 23.71 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $531k | 49k | 10.87 | |
| Ares Capital Corporation (ARCC) | 0.0 | $530k | 29k | 18.53 | |
| Exelon Corporation (EXC) | 0.0 | $527k | 11k | 46.62 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $526k | 10k | 52.65 | |
| S&p Global (SPGI) | 0.0 | $520k | 1.3k | 407.26 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $516k | 4.7k | 109.07 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $513k | 4.8k | 106.73 | |
| Midcap Financial Invstmnt Com New (MFIC) | 0.0 | $507k | 50k | 10.08 | |
| Honeywell International (HON) | 0.0 | $501k | 2.2k | 223.90 | |
| Kraft Heinz (KHC) | 0.0 | $499k | 21k | 23.62 | |
| Dollar General (DG) | 0.0 | $498k | 4.3k | 115.11 | |
| L3harris Technologies (LHX) | 0.0 | $495k | 1.7k | 290.59 | |
| Honeywell Aerospace (HONA) | 0.0 | $495k | 2.2k | 221.08 | |
| Williams Companies (WMB) | 0.0 | $494k | 6.6k | 74.34 | |
| Best Buy (BBY) | 0.0 | $493k | 6.5k | 75.88 | |
| Qnity Electronics Common Stock (Q) | 0.0 | $486k | 3.0k | 163.31 | |
| Fifth Third Ban (FITB) | 0.0 | $484k | 8.6k | 56.37 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $483k | 775.00 | 623.54 | |
| Viatris (VTRS) | 0.0 | $483k | 30k | 15.88 | |
| General Mills (GIS) | 0.0 | $482k | 14k | 34.80 | |
| United Rentals (URI) | 0.0 | $482k | 425.00 | 1132.89 | |
| Illinois Tool Works (ITW) | 0.0 | $480k | 1.8k | 270.47 | |
| Lumen Technologies (LUMN) | 0.0 | $473k | 62k | 7.68 | |
| Becton, Dickinson and (BDX) | 0.0 | $473k | 3.1k | 151.33 | |
| Global X Fds Global X Copper (COPX) | 0.0 | $472k | 6.1k | 76.97 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $471k | 3.2k | 146.11 | |
| Uber Technologies (UBER) | 0.0 | $467k | 6.5k | 72.16 | |
| W.W. Grainger (GWW) | 0.0 | $463k | 340.00 | 1360.41 | |
| Prudential Financial (PRU) | 0.0 | $462k | 4.3k | 107.93 | |
| Ross Stores (ROST) | 0.0 | $457k | 2.1k | 212.85 | |
| Quanta Services (PWR) | 0.0 | $456k | 633.00 | 720.05 | |
| Edison International (EIX) | 0.0 | $453k | 6.1k | 74.45 | |
| Corteva (CTVA) | 0.0 | $452k | 5.3k | 84.69 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $449k | 2.9k | 156.97 | |
| T. Rowe Price (TROW) | 0.0 | $443k | 3.9k | 113.69 | |
| Lennar Corp Cl A (LEN) | 0.0 | $441k | 4.9k | 90.49 | |
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.0 | $441k | 10k | 43.08 | |
| Sempra Energy (SRE) | 0.0 | $437k | 4.7k | 92.71 | |
| Oneok (OKE) | 0.0 | $433k | 5.0k | 86.94 | |
| Pulte (PHM) | 0.0 | $433k | 3.2k | 137.21 | |
| Air Products & Chemicals (APD) | 0.0 | $431k | 1.5k | 293.18 | |
| Automatic Data Processing (ADP) | 0.0 | $431k | 1.9k | 223.95 | |
| Cheniere Energy Com New (LNG) | 0.0 | $431k | 1.8k | 239.30 | |
| Flex Ord (FLEX) | 0.0 | $428k | 2.6k | 162.07 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $425k | 7.7k | 55.50 | |
| McKesson Corporation (MCK) | 0.0 | $422k | 559.00 | 755.60 | |
| Biogen Idec (BIIB) | 0.0 | $422k | 2.0k | 216.06 | |
| Encana Corporation (OVV) | 0.0 | $420k | 8.0k | 52.65 | |
| Marvell Technology (MRVL) | 0.0 | $418k | 1.4k | 297.89 | |
| Prologis (PLD) | 0.0 | $416k | 3.1k | 135.47 | |
| Consolidated Edison (ED) | 0.0 | $411k | 3.7k | 110.63 | |
| Hf Sinclair Corp (DINO) | 0.0 | $404k | 5.8k | 69.65 | |
| Fiserv (FISV) | 0.0 | $402k | 8.2k | 49.06 | |
| SYNNEX Corporation (SNX) | 0.0 | $402k | 1.5k | 267.34 | |
| Howmet Aerospace (HWM) | 0.0 | $392k | 1.5k | 268.86 | |
| Keurig Dr Pepper (KDP) | 0.0 | $392k | 12k | 32.73 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $385k | 1.0k | 373.60 | |
| SYSCO Corporation (SYY) | 0.0 | $385k | 4.6k | 83.58 | |
| Entergy Corporation (ETR) | 0.0 | $383k | 3.3k | 114.86 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $381k | 766.00 | 496.74 | |
| Carrier Global Corporation (CARR) | 0.0 | $378k | 5.2k | 73.35 | |
| Xcel Energy (XEL) | 0.0 | $377k | 4.7k | 80.30 | |
| Pbf Energy Cl A (PBF) | 0.0 | $375k | 8.2k | 45.52 | |
| Thomsoncorp (TRI) | 0.0 | $373k | 4.6k | 81.65 | |
| American Tower Reit (AMT) | 0.0 | $372k | 2.3k | 163.57 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $368k | 376.00 | 978.11 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $366k | 1.5k | 237.33 | |
| PG&E Corporation (PCG) | 0.0 | $365k | 22k | 16.82 | |
| Arrow Electronics (ARW) | 0.0 | $356k | 1.7k | 213.41 | |
| Jabil Circuit (JBL) | 0.0 | $354k | 918.00 | 385.48 | |
| Kenvue (KVUE) | 0.0 | $350k | 18k | 19.11 | |
| Microchip Technology (MCHP) | 0.0 | $347k | 3.8k | 91.20 | |
| Ally Financial (ALLY) | 0.0 | $346k | 7.5k | 45.95 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $346k | 3.1k | 109.79 | |
| Zim Integrated Shipping Serv SHS (ZIM) | 0.0 | $345k | 13k | 26.00 | |
| Open Text Corp (OTEX) | 0.0 | $344k | 16k | 22.14 | |
| Dollar Tree (DLTR) | 0.0 | $342k | 2.8k | 120.95 | |
| Molina Healthcare (MOH) | 0.0 | $342k | 1.5k | 228.70 | |
| Citizens Financial (CFG) | 0.0 | $339k | 4.8k | 70.07 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $339k | 460.00 | 736.39 | |
| Ameriprise Financial (AMP) | 0.0 | $335k | 731.00 | 458.76 | |
| AmerisourceBergen (COR) | 0.0 | $334k | 1.2k | 282.98 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $334k | 8.6k | 38.73 | |
| Avnet (AVT) | 0.0 | $332k | 3.7k | 88.82 | |
| International Paper Company (IP) | 0.0 | $330k | 8.7k | 38.10 | |
| O'reilly Automotive (ORLY) | 0.0 | $329k | 3.6k | 92.09 | |
| Apa Corporation (APA) | 0.0 | $324k | 10k | 32.54 | |
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $323k | 5.8k | 55.77 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $323k | 1.2k | 280.00 | |
| Global Payments (GPN) | 0.0 | $321k | 4.4k | 72.56 | |
| Dupont De Nemours Common Stock (DD) | 0.0 | $318k | 2.3k | 135.64 | |
| Fidelity National Information Services (FIS) | 0.0 | $318k | 8.2k | 38.88 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $316k | 2.7k | 117.67 | |
| Sherwin-Williams Company (SHW) | 0.0 | $315k | 915.00 | 344.32 | |
| Builders FirstSource (BLDR) | 0.0 | $315k | 3.5k | 89.48 | |
| Public Service Enterprise (PEG) | 0.0 | $314k | 3.9k | 81.16 | |
| Cbre Group Cl A (CBRE) | 0.0 | $314k | 2.3k | 134.69 | |
| Reddit Cl A (RDDT) | 0.0 | $312k | 1.8k | 173.58 | |
| PPG Industries (PPG) | 0.0 | $311k | 2.6k | 121.29 | |
| Trane Technologies SHS (TT) | 0.0 | $311k | 633.00 | 491.15 | |
| Weyerhaeuser Com New (WY) | 0.0 | $308k | 13k | 23.94 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $308k | 3.4k | 91.64 | |
| Expeditors International of Washington (EXPD) | 0.0 | $308k | 1.9k | 162.98 | |
| Hartford Financial Services (HIG) | 0.0 | $307k | 2.3k | 132.52 | |
| Simon Property (SPG) | 0.0 | $306k | 1.4k | 223.65 | |
| Teradyne (TER) | 0.0 | $306k | 632.00 | 483.84 | |
| CF Industries Holdings (CF) | 0.0 | $304k | 2.8k | 108.26 | |
| Welltower Inc Com reit (WELL) | 0.0 | $303k | 1.3k | 226.97 | |
| Us Foods Hldg Corp call (USFD) | 0.0 | $301k | 2.9k | 102.25 | |
| ON Semiconductor (ON) | 0.0 | $301k | 3.2k | 94.54 | |
| Wabtec Corporation (WAB) | 0.0 | $300k | 1.1k | 269.60 | |
| Macy's (M) | 0.0 | $299k | 13k | 23.55 | |
| Stanley Black & Decker (SWK) | 0.0 | $298k | 3.2k | 94.12 | |
| Principal Financial (PFG) | 0.0 | $296k | 2.7k | 107.78 | |
| Targa Res Corp (TRGP) | 0.0 | $296k | 1.1k | 268.14 | |
| Performance Food (PFGC) | 0.0 | $294k | 2.6k | 111.79 | |
| Ing Groep Sponsored Adr (ING) | 0.0 | $294k | 9.4k | 31.38 | |
| DTE Energy Company (DTE) | 0.0 | $293k | 1.9k | 152.37 | |
| Eversource Energy (ES) | 0.0 | $291k | 4.0k | 72.27 | |
| Cardinal Health (CAH) | 0.0 | $290k | 1.2k | 237.56 | |
| Electronic Arts (EA) | 0.0 | $290k | 1.4k | 205.04 | |
| M&T Bank Corporation (MTB) | 0.0 | $285k | 1.2k | 238.01 | |
| Rockwell Automation (ROK) | 0.0 | $284k | 574.00 | 495.09 | |
| Omni (OMC) | 0.0 | $283k | 3.9k | 72.83 | |
| Equinix (EQIX) | 0.0 | $280k | 269.00 | 1042.38 | |
| Digital Realty Trust (DLR) | 0.0 | $280k | 1.6k | 179.58 | |
| Cme (CME) | 0.0 | $279k | 1.3k | 220.83 | |
| FirstEnergy (FE) | 0.0 | $275k | 5.8k | 47.54 | |
| Mosaic (MOS) | 0.0 | $273k | 13k | 21.19 | |
| PPL Corporation (PPL) | 0.0 | $272k | 7.5k | 36.35 | |
| Intercontinental Exchange (ICE) | 0.0 | $272k | 2.2k | 123.11 | |
| Owens Corning (OC) | 0.0 | $271k | 1.7k | 158.96 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $271k | 2.4k | 114.37 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $270k | 15k | 17.73 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $269k | 2.9k | 94.52 | |
| Constellation Brands Cl A (STZ) | 0.0 | $267k | 1.9k | 139.09 | |
| Crown Castle Intl (CCI) | 0.0 | $267k | 3.5k | 75.73 | |
| World Fuel Services Corporation (WKC) | 0.0 | $265k | 8.0k | 32.94 | |
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $265k | 13k | 19.89 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $265k | 915.00 | 289.43 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $262k | 400.00 | 655.90 | |
| South Bow Corp (SOBO) | 0.0 | $262k | 7.4k | 35.21 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $261k | 1.1k | 242.99 | |
| Iqvia Holdings (IQV) | 0.0 | $260k | 1.3k | 193.22 | |
| Keysight Technologies (KEYS) | 0.0 | $260k | 742.00 | 350.07 | |
| Vistra Energy (VST) | 0.0 | $259k | 1.6k | 158.63 | |
| Baxter International (BAX) | 0.0 | $259k | 12k | 21.32 | |
| B2gold Corp (BTG) | 0.0 | $259k | 69k | 3.75 | |
| Ecolab (ECL) | 0.0 | $258k | 926.00 | 278.61 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $257k | 1.7k | 151.00 | |
| Regions Financial Corporation (RF) | 0.0 | $256k | 8.5k | 30.20 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $250k | 1.2k | 216.60 | |
| Paychex (PAYX) | 0.0 | $249k | 2.5k | 98.33 | |
| BorgWarner (BWA) | 0.0 | $249k | 3.7k | 66.40 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $247k | 719.00 | 342.82 | |
| Intuit (INTU) | 0.0 | $245k | 940.00 | 261.00 | |
| NVR (NVR) | 0.0 | $245k | 36.00 | 6813.33 | |
| Zoetis Cl A (ZTS) | 0.0 | $245k | 3.4k | 71.86 | |
| Lear Corp Com New (LEA) | 0.0 | $245k | 1.8k | 134.06 | |
| C H Robinson Worldwide In Com New (CHRW) | 0.0 | $244k | 1.3k | 188.34 | |
| Fastenal Company (FAST) | 0.0 | $244k | 5.1k | 48.03 | |
| Northern Trust Corporation (NTRS) | 0.0 | $243k | 1.4k | 173.84 | |
| Ryder System (R) | 0.0 | $241k | 913.00 | 263.77 | |
| Diamondback Energy (FANG) | 0.0 | $238k | 1.4k | 175.78 | |
| Yum! Brands (YUM) | 0.0 | $237k | 1.5k | 159.86 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.0 | $237k | 17k | 14.13 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $235k | 4.9k | 48.25 | |
| International Flavors & Fragrances (IFF) | 0.0 | $234k | 3.0k | 79.22 | |
| Ball Corporation (BALL) | 0.0 | $230k | 3.7k | 62.40 | |
| NetApp (NTAP) | 0.0 | $230k | 1.5k | 154.76 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $229k | 1.2k | 185.14 | |
| Block Cl A (XYZ) | 0.0 | $229k | 3.0k | 76.00 | |
| Edwards Lifesciences (EW) | 0.0 | $227k | 2.5k | 90.46 | |
| Genuine Parts Company (GPC) | 0.0 | $227k | 1.9k | 117.98 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $227k | 1.1k | 211.95 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $226k | 1.7k | 132.83 | |
| Ameren Corporation (AEE) | 0.0 | $225k | 2.0k | 113.04 | |
| Fortinet (FTNT) | 0.0 | $223k | 1.5k | 153.62 | |
| Cdw (CDW) | 0.0 | $223k | 1.6k | 140.64 | |
| Constellation Energy (CEG) | 0.0 | $222k | 893.00 | 248.37 | |
| CenterPoint Energy (CNP) | 0.0 | $220k | 5.0k | 44.04 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $219k | 3.4k | 64.01 | |
| Public Storage (PSA) | 0.0 | $219k | 689.00 | 318.32 | |
| AES Corporation (AES) | 0.0 | $218k | 15k | 14.66 | |
| Albertsons Companies Common Stock (ACI) | 0.0 | $218k | 16k | 13.53 | |
| Evergy (EVRG) | 0.0 | $215k | 2.5k | 86.43 | |
| Ciena Corp Com New (CIEN) | 0.0 | $214k | 437.00 | 490.55 | |
| EQT Corporation (EQT) | 0.0 | $213k | 4.0k | 53.17 | |
| Onemain Holdings (OMF) | 0.0 | $213k | 3.5k | 60.97 | |
| Kohl's Corporation (KSS) | 0.0 | $212k | 12k | 17.72 | |
| Lithia Motors (LAD) | 0.0 | $211k | 726.00 | 290.50 | |
| Eastman Chemical Company (EMN) | 0.0 | $210k | 3.1k | 66.98 | |
| Ametek (AME) | 0.0 | $209k | 864.00 | 241.94 | |
| Credicorp (BAP) | 0.0 | $209k | 536.00 | 389.57 | |
| Cintas Corporation (CTAS) | 0.0 | $208k | 1.2k | 170.08 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $208k | 156.00 | 1332.05 | |
| Packaging Corporation of America (PKG) | 0.0 | $208k | 872.00 | 238.28 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $208k | 2.7k | 77.87 | |
| Smucker J M Com New (SJM) | 0.0 | $207k | 1.8k | 112.50 | |
| Arch Cap Group Ord (ACGL) | 0.0 | $207k | 2.1k | 97.06 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $206k | 6.2k | 33.29 | |
| Dick's Sporting Goods (DKS) | 0.0 | $205k | 905.00 | 226.81 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $205k | 2.6k | 78.95 | |
| Lululemon Athletica (LULU) | 0.0 | $205k | 1.8k | 114.18 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $204k | 2.1k | 96.43 | |
| MGM Resorts International. (MGM) | 0.0 | $203k | 4.2k | 47.81 | |
| Organon & Co Common Stock (OGN) | 0.0 | $203k | 15k | 13.54 | |
| Casey's General Stores (CASY) | 0.0 | $201k | 253.00 | 794.78 | |
| Dover Corporation (DOV) | 0.0 | $201k | 896.00 | 224.27 | |
| LKQ Corporation (LKQ) | 0.0 | $201k | 7.6k | 26.33 | |
| WESCO International (WCC) | 0.0 | $200k | 580.00 | 345.43 | |
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $200k | 4.8k | 41.50 | |
| ConAgra Foods (CAG) | 0.0 | $196k | 15k | 13.46 | |
| Cleveland-cliffs (CLF) | 0.0 | $194k | 21k | 9.39 | |
| Newell Rubbermaid (NWL) | 0.0 | $188k | 31k | 6.14 | |
| Telus Ord (TU) | 0.0 | $171k | 16k | 10.57 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $157k | 27k | 5.88 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $127k | 19k | 6.60 | |
| Dxc Technology (DXC) | 0.0 | $126k | 14k | 8.85 | |
| Huntsman Corporation (HUN) | 0.0 | $116k | 11k | 10.62 | |
| Avantor (AVTR) | 0.0 | $112k | 11k | 9.90 | |
| Xerox Holdings Corp Com New (XRX) | 0.0 | $112k | 36k | 3.13 | |
| Western Union Company (WU) | 0.0 | $95k | 12k | 7.70 | |
| Patterson-UTI Energy (PTEN) | 0.0 | $93k | 10k | 9.18 | |
| Optimum Communications Cl A (OPTU) | 0.0 | $85k | 59k | 1.45 | |
| Organigram Global (OGI) | 0.0 | $74k | 73k | 1.02 | |
| Medical Properties Trust (MPT) | 0.0 | $61k | 13k | 4.62 | |
| Hertz Global Hldgs Com New (HTZ) | 0.0 | $30k | 13k | 2.27 | |
| Xerox Holdings Corp *w Exp 02/11/202 (XRXDW) | 0.0 | $3.3k | 12k | 0.28 |