Conning as of Sept. 30, 2025
Portfolio Holdings for Conning
Conning holds 352 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 |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $69M | 103k | 666.18 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.2 | $67M | 101k | 669.30 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $47M | 394k | 118.83 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $40M | 128k | 315.43 | |
| Caterpillar (CAT) | 1.3 | $39M | 82k | 477.15 | |
| Abbvie (ABBV) | 1.3 | $39M | 166k | 231.54 | |
| Corning Incorporated (GLW) | 1.3 | $38M | 462k | 82.03 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $37M | 224k | 167.33 | |
| Ishares Tr Mbs Etf (MBB) | 1.2 | $37M | 388k | 95.15 | |
| Union Pacific Corporation (UNP) | 1.2 | $36M | 154k | 236.37 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $36M | 319k | 112.75 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $36M | 72k | 499.21 | |
| Cummins (CMI) | 1.2 | $36M | 84k | 422.37 | |
| Blackrock (BLK) | 1.2 | $36M | 30k | 1165.87 | |
| Qualcomm (QCOM) | 1.2 | $35M | 213k | 166.36 | |
| L3harris Technologies (LHX) | 1.2 | $35M | 115k | 305.41 | |
| International Business Machines (IBM) | 1.2 | $35M | 125k | 282.16 | |
| Morgan Stanley Com New (MS) | 1.2 | $35M | 220k | 158.96 | |
| Cisco Systems (CSCO) | 1.2 | $35M | 511k | 68.42 | |
| General Dynamics Corporation (GD) | 1.2 | $35M | 103k | 341.00 | |
| AFLAC Incorporated (AFL) | 1.2 | $35M | 311k | 111.70 | |
| UnitedHealth (UNH) | 1.2 | $35M | 100k | 345.30 | |
| Chevron Corporation (CVX) | 1.2 | $35M | 223k | 155.29 | |
| Bank of New York Mellon Corporation (BK) | 1.1 | $35M | 317k | 108.96 | |
| Omni (OMC) | 1.1 | $35M | 424k | 81.53 | |
| Valero Energy Corporation (VLO) | 1.1 | $35M | 202k | 170.26 | |
| ConocoPhillips (COP) | 1.1 | $34M | 363k | 94.59 | |
| Home Depot (HD) | 1.1 | $34M | 85k | 405.19 | |
| Cme (CME) | 1.1 | $34M | 127k | 270.19 | |
| Verizon Communications (VZ) | 1.1 | $34M | 775k | 43.95 | |
| Principal Financial (PFG) | 1.1 | $34M | 410k | 82.91 | |
| Abbott Laboratories (ABT) | 1.1 | $34M | 253k | 133.94 | |
| Travelers Companies (TRV) | 1.1 | $34M | 121k | 279.22 | |
| Merck & Co (MRK) | 1.1 | $34M | 401k | 83.93 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $34M | 183k | 183.73 | |
| Procter & Gamble Company (PG) | 1.1 | $34M | 218k | 153.65 | |
| PNC Financial Services (PNC) | 1.1 | $34M | 167k | 200.93 | |
| Pepsi (PEP) | 1.1 | $33M | 237k | 140.44 | |
| Coca-Cola Company (KO) | 1.1 | $33M | 500k | 66.32 | |
| Mondelez Intl Cl A (MDLZ) | 1.1 | $33M | 531k | 62.47 | |
| Johnson & Johnson (JNJ) | 1.1 | $33M | 179k | 185.42 | |
| Analog Devices (ADI) | 1.1 | $33M | 135k | 245.70 | |
| Illinois Tool Works (ITW) | 1.1 | $33M | 127k | 260.76 | |
| Starbucks Corporation (SBUX) | 1.1 | $33M | 390k | 84.60 | |
| Automatic Data Processing (ADP) | 1.1 | $33M | 113k | 293.50 | |
| Packaging Corporation of America (PKG) | 1.1 | $33M | 151k | 217.93 | |
| McDonald's Corporation (MCD) | 1.1 | $33M | 108k | 303.89 | |
| Gilead Sciences (GILD) | 1.1 | $32M | 292k | 111.00 | |
| Genuine Parts Company (GPC) | 1.1 | $32M | 233k | 138.60 | |
| NVIDIA Corporation (NVDA) | 1.1 | $32M | 172k | 186.58 | |
| Bristol Myers Squibb (BMY) | 1.1 | $32M | 702k | 45.10 | |
| Best Buy (BBY) | 1.0 | $32M | 417k | 75.62 | |
| Honeywell International (HON) | 1.0 | $32M | 149k | 210.50 | |
| Comcast Corp Cl A (CMCSA) | 1.0 | $31M | 999k | 31.42 | |
| Kimberly-Clark Corporation (KMB) | 1.0 | $31M | 252k | 124.34 | |
| EOG Resources (EOG) | 1.0 | $31M | 277k | 112.12 | |
| Colgate-Palmolive Company (CL) | 1.0 | $31M | 387k | 79.94 | |
| Paychex (PAYX) | 1.0 | $31M | 244k | 126.76 | |
| Hp (HPQ) | 1.0 | $31M | 1.1M | 27.23 | |
| Cigna Corp (CI) | 1.0 | $30M | 105k | 288.25 | |
| Apple (AAPL) | 0.9 | $28M | 108k | 254.63 | |
| Microsoft Corporation (MSFT) | 0.9 | $27M | 53k | 517.95 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.9 | $27M | 641k | 41.58 | |
| Philip Morris International (PM) | 0.8 | $25M | 156k | 162.20 | |
| Altria (MO) | 0.8 | $24M | 366k | 66.06 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $23M | 39k | 596.03 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $22M | 331k | 65.26 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $20M | 32k | 612.38 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $16M | 49k | 328.17 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.4 | $13M | 490k | 27.29 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $13M | 30k | 435.46 | |
| Meta Platforms Cl A (META) | 0.4 | $13M | 18k | 734.38 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $12M | 391k | 31.62 | |
| Amazon (AMZN) | 0.4 | $12M | 56k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $12M | 49k | 243.10 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $12M | 126k | 93.37 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $11M | 24k | 468.41 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.4 | $11M | 580k | 19.43 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $10M | 119k | 87.31 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.3 | $10M | 51k | 199.47 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $10M | 42k | 241.96 | |
| Broadcom (AVGO) | 0.3 | $9.3M | 28k | 329.91 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $9.1M | 138k | 65.92 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $9.1M | 151k | 59.92 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $9.0M | 75k | 120.72 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $8.0M | 6.2k | 1280.00 | |
| Eli Lilly & Co. (LLY) | 0.3 | $7.8M | 10k | 763.00 | |
| Visa Com Cl A (V) | 0.3 | $7.8M | 23k | 341.38 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $7.5M | 6.1k | 1235.50 | |
| Parsons Corp Del Note 2.625% 3/0 (Principal) | 0.2 | $7.5M | 6.6M | 1.14 | |
| Ford Mtr Note 3/1 (Principal) | 0.2 | $7.4M | 7.4M | 1.00 | |
| Tesla Motors (TSLA) | 0.2 | $7.4M | 17k | 444.72 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.2 | $7.3M | 144k | 50.40 | |
| Seagate Hdd Cayman Note 3.500% 6/0 (Principal) | 0.2 | $7.2M | 2.5M | 2.87 | |
| Akamai Technologies Note 0.375% 9/0 (Principal) | 0.2 | $7.0M | 7.3M | 0.95 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $7.0M | 12k | 568.81 | |
| Uber Technologies Note 0.875%12/0 (Principal) | 0.2 | $6.9M | 4.8M | 1.46 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $6.9M | 48k | 142.41 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $6.6M | 47k | 139.67 | |
| Wal-Mart Stores (WMT) | 0.2 | $6.5M | 64k | 103.06 | |
| Southern Note 3.875%12/1 (Principal) | 0.2 | $6.3M | 5.6M | 1.13 | |
| Expedia Group Note 2/1 (Principal) | 0.2 | $6.3M | 6.2M | 1.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $6.3M | 26k | 243.55 | |
| Applied Materials (AMAT) | 0.2 | $6.2M | 30k | 204.74 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $6.2M | 46k | 133.90 | |
| Alliant Energy Corp Note 3.875% 3/1 (Principal) | 0.2 | $6.1M | 5.7M | 1.08 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $6.1M | 75k | 81.19 | |
| Duke Energy Corp Note 4.125% 4/1 (Principal) | 0.2 | $6.1M | 5.7M | 1.07 | |
| Meritage Homes Corp Note 1.750% 5/1 (Principal) | 0.2 | $6.1M | 5.9M | 1.02 | |
| Tetra Tech DBCV 2.250% 8/1 (Principal) | 0.2 | $6.0M | 5.6M | 1.08 | |
| Costco Wholesale Corporation (COST) | 0.2 | $5.9M | 6.4k | 925.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $5.7M | 11k | 502.74 | |
| Ge Aerospace Com New (GE) | 0.2 | $5.7M | 19k | 300.82 | |
| Kla Corp Com New (KLAC) | 0.2 | $5.7M | 5.3k | 1078.60 | |
| American Wtr Cap Corp Note 3.625% 6/1 (Principal) | 0.2 | $5.7M | 5.7M | 1.00 | |
| Intuit (INTU) | 0.2 | $5.5M | 8.0k | 682.91 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $5.4M | 101k | 54.09 | |
| Amphenol Corp Cl A (APH) | 0.2 | $5.4M | 44k | 123.75 | |
| American Express Company (AXP) | 0.2 | $5.4M | 16k | 332.16 | |
| Nextera Energy Cap Hldgs Note 3.000% 3/0 (Principal) | 0.2 | $5.4M | 4.6M | 1.17 | |
| TJX Companies (TJX) | 0.2 | $5.4M | 37k | 144.54 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $5.3M | 11k | 485.02 | |
| Pinnacle West Cap Corp Note 4.750% 6/1 (Principal) | 0.2 | $5.2M | 4.9M | 1.08 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $5.1M | 53k | 95.47 | |
| Envista Holdings Corporation Note 1.750% 8/1 (Principal) | 0.2 | $4.9M | 5.3M | 0.94 | |
| Jazz Investments I Note 3.125% 9/1 (Principal) | 0.2 | $4.8M | 4.0M | 1.18 | |
| Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal) | 0.2 | $4.7M | 3.7M | 1.28 | |
| Walt Disney Company (DIS) | 0.2 | $4.7M | 41k | 114.50 | |
| Jbt Marel Corporation Note 0.250% 5/1 (Principal) | 0.2 | $4.7M | 4.7M | 1.01 | |
| salesforce (CRM) | 0.2 | $4.7M | 20k | 237.00 | |
| Intercontinental Exchange (ICE) | 0.2 | $4.6M | 27k | 168.48 | |
| Ecolab (ECL) | 0.2 | $4.6M | 17k | 273.86 | |
| Booking Holdings (BKNG) | 0.2 | $4.6M | 845.00 | 5399.27 | |
| Northwestern Energy Group In Com New (NWE) | 0.2 | $4.5M | 77k | 58.61 | |
| Progressive Corporation (PGR) | 0.1 | $4.5M | 18k | 246.95 | |
| Global Pmts Note 1.500% 3/0 (Principal) | 0.1 | $4.5M | 4.9M | 0.91 | |
| Danaher Corporation (DHR) | 0.1 | $4.4M | 22k | 198.26 | |
| Republic Services (RSG) | 0.1 | $4.4M | 19k | 229.48 | |
| Vishay Intertechnology Note 2.250% 9/1 (Principal) | 0.1 | $4.3M | 4.8M | 0.90 | |
| Pg&e Corp Note 4.250%12/0 (Principal) | 0.1 | $4.3M | 4.2M | 1.01 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $4.1M | 21k | 201.53 | |
| Waste Management (WM) | 0.1 | $4.0M | 18k | 220.83 | |
| Nike CL B (NKE) | 0.1 | $3.9M | 56k | 69.73 | |
| Microchip Technology Note 0.750% 6/0 (Principal) | 0.1 | $3.9M | 4.0M | 0.97 | |
| On Semiconductor Corp Note 0.500% 3/0 (Principal) | 0.1 | $3.8M | 4.2M | 0.92 | |
| Starwood Ppty Tr Note 6.750% 7/1 (Principal) | 0.1 | $3.8M | 3.6M | 1.06 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.7M | 70k | 53.40 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.7M | 40k | 91.42 | |
| MetLife (MET) | 0.1 | $3.5M | 43k | 82.37 | |
| Ziff Davis Note 1.750%11/0 | 0.1 | $3.5M | 3.6M | 0.96 | |
| Netflix (NFLX) | 0.1 | $3.2M | 2.6k | 1198.92 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $3.1M | 125k | 24.80 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.1M | 11k | 293.74 | |
| Oracle Corporation (ORCL) | 0.1 | $2.9M | 11k | 281.24 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $2.9M | 97k | 29.73 | |
| Spdr Series Trust Portfolio Ln Cor (SPLB) | 0.1 | $2.9M | 124k | 23.12 | |
| Evergy (EVRG) | 0.1 | $2.6M | 34k | 76.02 | |
| Biomarin Pharmaceutical Note 1.250% 5/1 (Principal) | 0.1 | $2.6M | 2.7M | 0.95 | |
| Lumentum Hldgs Note 0.500%12/1 (Principal) | 0.1 | $2.5M | 1.5M | 1.67 | |
| Dexcom Note 0.375% 5/1 (Principal) | 0.1 | $2.5M | 2.7M | 0.91 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.3M | 9.1k | 254.28 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.3M | 19k | 119.51 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.2M | 26k | 83.82 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.1M | 12k | 182.42 | |
| Dominion Resources (D) | 0.1 | $2.0M | 33k | 61.17 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $2.0M | 21k | 96.55 | |
| Bank of America Corporation (BAC) | 0.1 | $2.0M | 38k | 51.59 | |
| Pfizer (PFE) | 0.1 | $1.8M | 69k | 25.48 | |
| Goldman Sachs (GS) | 0.1 | $1.7M | 2.1k | 796.35 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.7M | 36k | 46.96 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.6M | 9.9k | 161.79 | |
| Citigroup Com New (C) | 0.0 | $1.5M | 14k | 101.50 | |
| Wec Energy Group (WEC) | 0.0 | $1.4M | 13k | 114.59 | |
| Linde SHS (LIN) | 0.0 | $1.3M | 2.8k | 475.00 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $1.3M | 5.4k | 244.09 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.3M | 6.1k | 215.79 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.3M | 6.2k | 206.51 | |
| At&t (T) | 0.0 | $1.2M | 44k | 28.24 | |
| Micron Technology (MU) | 0.0 | $1.2M | 7.0k | 167.32 | |
| Medtronic SHS (MDT) | 0.0 | $1.2M | 12k | 95.24 | |
| Servicenow (NOW) | 0.0 | $1.1M | 1.2k | 920.28 | |
| Uber Technologies (UBER) | 0.0 | $1.1M | 11k | 97.97 | |
| Ge Vernova (GEV) | 0.0 | $1.1M | 1.7k | 614.90 | |
| Amgen (AMGN) | 0.0 | $1.1M | 3.7k | 282.20 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.0M | 3.0k | 352.75 | |
| Lowe's Companies (LOW) | 0.0 | $1.0M | 4.1k | 251.31 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.0M | 2.3k | 447.23 | |
| Nextera Energy (NEE) | 0.0 | $1.0M | 14k | 75.49 | |
| Boeing Company (BA) | 0.0 | $1.0M | 4.7k | 215.83 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $997k | 17k | 59.74 | |
| Arista Networks Com Shs (ANET) | 0.0 | $959k | 6.6k | 145.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $959k | 3.9k | 246.60 | |
| Boston Scientific Corporation (BSX) | 0.0 | $891k | 9.1k | 97.63 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $884k | 11k | 77.65 | |
| Oneok (OKE) | 0.0 | $850k | 12k | 72.97 | |
| Stryker Corporation (SYK) | 0.0 | $835k | 2.3k | 369.67 | |
| Williams Companies (WMB) | 0.0 | $834k | 13k | 63.35 | |
| Capital One Financial (COF) | 0.0 | $829k | 3.9k | 212.58 | |
| Public Storage (PSA) | 0.0 | $817k | 2.8k | 288.85 | |
| Eaton Corp SHS (ETN) | 0.0 | $802k | 2.1k | 374.25 | |
| Chubb (CB) | 0.0 | $785k | 2.8k | 282.25 | |
| S&p Global (SPGI) | 0.0 | $775k | 1.6k | 486.71 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $758k | 6.3k | 119.48 | |
| Intel Corporation (INTC) | 0.0 | $727k | 22k | 33.55 | |
| Deere & Company (DE) | 0.0 | $723k | 1.6k | 457.26 | |
| Trane Technologies SHS (TT) | 0.0 | $703k | 1.7k | 421.96 | |
| O'reilly Automotive (ORLY) | 0.0 | $694k | 6.4k | 107.81 | |
| Constellation Energy (CEG) | 0.0 | $664k | 2.0k | 329.07 | |
| Southern Company (SO) | 0.0 | $661k | 7.0k | 94.77 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $660k | 10k | 64.73 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $623k | 1.3k | 490.38 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $616k | 1.0k | 609.32 | |
| Palo Alto Networks (PANW) | 0.0 | $613k | 3.0k | 203.62 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $605k | 1.5k | 391.64 | |
| CVS Caremark Corporation (CVS) | 0.0 | $598k | 7.9k | 75.39 | |
| American Tower Reit (AMT) | 0.0 | $597k | 3.1k | 192.32 | |
| McKesson Corporation (MCK) | 0.0 | $596k | 771.00 | 772.54 | |
| Cadence Design Systems (CDNS) | 0.0 | $594k | 1.7k | 351.26 | |
| Welltower Inc Com reit (WELL) | 0.0 | $593k | 3.3k | 178.14 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $584k | 3.4k | 170.85 | |
| Prologis (PLD) | 0.0 | $580k | 5.1k | 114.52 | |
| Metropcs Communications (TMUS) | 0.0 | $577k | 2.4k | 239.38 | |
| Aon Shs Cl A (AON) | 0.0 | $569k | 1.6k | 356.58 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $566k | 747.00 | 758.15 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $543k | 32k | 17.16 | |
| Emerson Electric (EMR) | 0.0 | $541k | 4.1k | 131.18 | |
| Kinder Morgan (KMI) | 0.0 | $529k | 19k | 28.31 | |
| CSX Corporation (CSX) | 0.0 | $520k | 15k | 35.51 | |
| Norfolk Southern (NSC) | 0.0 | $519k | 1.7k | 300.41 | |
| 3M Company (MMM) | 0.0 | $518k | 3.3k | 155.18 | |
| Shell Spon Ads (SHEL) | 0.0 | $507k | 7.1k | 71.53 | |
| Hca Holdings (HCA) | 0.0 | $498k | 1.2k | 426.20 | |
| Canadian Natural Resources (CNQ) | 0.0 | $496k | 16k | 31.96 | |
| Phillips 66 (PSX) | 0.0 | $494k | 3.6k | 136.02 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $494k | 2.6k | 192.74 | |
| Unilever Spon Adr New (UL) | 0.0 | $488k | 8.2k | 59.28 | |
| Cintas Corporation (CTAS) | 0.0 | $473k | 2.3k | 205.26 | |
| Fiserv (FI) | 0.0 | $473k | 3.7k | 128.93 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $471k | 3.8k | 123.75 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $471k | 1.5k | 323.58 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $467k | 4.2k | 109.95 | |
| Paypal Holdings (PYPL) | 0.0 | $460k | 6.9k | 67.06 | |
| Us Bancorp Del Com New (USB) | 0.0 | $458k | 9.5k | 48.33 | |
| Kkr & Co (KKR) | 0.0 | $456k | 3.5k | 129.95 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $451k | 342.00 | 1318.02 | |
| Newmont Mining Corporation (NEM) | 0.0 | $444k | 5.3k | 84.31 | |
| Sherwin-Williams Company (SHW) | 0.0 | $443k | 1.3k | 346.26 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $442k | 1.4k | 309.74 | |
| Doordash Cl A (DASH) | 0.0 | $438k | 1.6k | 271.99 | |
| Synopsys (SNPS) | 0.0 | $435k | 881.00 | 493.39 | |
| CMS Energy Corporation (CMS) | 0.0 | $434k | 5.9k | 73.26 | |
| Anthem (ELV) | 0.0 | $429k | 1.3k | 323.12 | |
| Equinix (EQIX) | 0.0 | $423k | 540.00 | 783.24 | |
| American Electric Power Company (AEP) | 0.0 | $423k | 3.8k | 112.50 | |
| Zoetis Cl A (ZTS) | 0.0 | $420k | 2.9k | 146.32 | |
| Autodesk (ADSK) | 0.0 | $417k | 1.3k | 317.67 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $417k | 3.8k | 110.59 | |
| United Rentals (URI) | 0.0 | $411k | 430.00 | 954.66 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $408k | 2.9k | 141.50 | |
| Howmet Aerospace (HWM) | 0.0 | $406k | 2.1k | 196.23 | |
| Quanta Services (PWR) | 0.0 | $404k | 974.00 | 414.42 | |
| Air Products & Chemicals (APD) | 0.0 | $402k | 1.5k | 272.72 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $399k | 1.8k | 219.53 | |
| Vistra Energy (VST) | 0.0 | $395k | 2.0k | 195.92 | |
| Simon Property (SPG) | 0.0 | $392k | 2.1k | 187.67 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $385k | 5.7k | 67.83 | |
| Monster Beverage Corp (MNST) | 0.0 | $381k | 5.7k | 67.31 | |
| Fastenal Company (FAST) | 0.0 | $381k | 7.8k | 49.04 | |
| Ross Stores (ROST) | 0.0 | $378k | 2.5k | 152.39 | |
| Roper Industries (ROP) | 0.0 | $377k | 756.00 | 498.69 | |
| Motorola Solutions Com New (MSI) | 0.0 | $375k | 819.00 | 457.29 | |
| Allstate Corporation (ALL) | 0.0 | $373k | 1.7k | 214.65 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $371k | 3.3k | 113.88 | |
| D.R. Horton (DHI) | 0.0 | $369k | 2.2k | 169.47 | |
| AutoZone (AZO) | 0.0 | $365k | 85.00 | 4290.24 | |
| Paccar (PCAR) | 0.0 | $364k | 3.7k | 98.32 | |
| General Motors Company (GM) | 0.0 | $360k | 5.9k | 60.97 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $352k | 43k | 8.18 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $350k | 8.9k | 39.19 | |
| AmerisourceBergen (COR) | 0.0 | $347k | 1.1k | 312.53 | |
| Yum! Brands (YUM) | 0.0 | $346k | 2.3k | 152.00 | |
| EQT Corporation (EQT) | 0.0 | $346k | 6.4k | 54.43 | |
| Cbre Group Cl A (CBRE) | 0.0 | $344k | 2.2k | 157.56 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $343k | 1.3k | 259.44 | |
| Becton, Dickinson and (BDX) | 0.0 | $342k | 1.8k | 187.17 | |
| Sempra Energy (SRE) | 0.0 | $342k | 3.8k | 89.98 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $341k | 8.7k | 39.22 | |
| Moody's Corporation (MCO) | 0.0 | $340k | 714.00 | 476.48 | |
| Electronic Arts (EA) | 0.0 | $340k | 1.7k | 201.70 | |
| Kroger (KR) | 0.0 | $333k | 4.9k | 67.41 | |
| Enterprise Products Partners (EPD) | 0.0 | $333k | 11k | 31.27 | |
| eBay (EBAY) | 0.0 | $329k | 3.6k | 90.95 | |
| Ameriprise Financial (AMP) | 0.0 | $329k | 670.00 | 491.25 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $329k | 975.00 | 337.49 | |
| Marriott Intl Cl A (MAR) | 0.0 | $328k | 1.3k | 260.44 | |
| Rockwell Automation (ROK) | 0.0 | $321k | 917.00 | 349.53 | |
| Fortinet (FTNT) | 0.0 | $316k | 3.8k | 84.08 | |
| Xcel Energy (XEL) | 0.0 | $315k | 3.9k | 80.65 | |
| United Parcel Service CL B (UPS) | 0.0 | $310k | 3.7k | 83.53 | |
| American Intl Group Com New (AIG) | 0.0 | $302k | 3.8k | 78.54 | |
| Public Service Enterprise (PEG) | 0.0 | $293k | 3.5k | 83.46 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $292k | 520.00 | 562.27 | |
| FedEx Corporation (FDX) | 0.0 | $287k | 1.2k | 235.81 | |
| Apollo Global Mgmt (APO) | 0.0 | $285k | 2.1k | 133.27 | |
| SYSCO Corporation (SYY) | 0.0 | $285k | 3.5k | 82.34 | |
| Carrier Global Corporation (CARR) | 0.0 | $278k | 4.7k | 59.70 | |
| W.W. Grainger (GWW) | 0.0 | $277k | 291.00 | 952.96 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $277k | 11k | 24.80 | |
| Vulcan Materials Company (VMC) | 0.0 | $275k | 893.00 | 307.62 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $271k | 1.1k | 236.06 | |
| Prudential Financial (PRU) | 0.0 | $270k | 2.6k | 103.74 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $266k | 1.2k | 227.73 | |
| Target Corporation (TGT) | 0.0 | $259k | 2.9k | 89.70 | |
| Entergy Corporation (ETR) | 0.0 | $257k | 2.8k | 93.19 | |
| IDEXX Laboratories (IDXX) | 0.0 | $254k | 398.00 | 638.89 | |
| Workday Cl A (WDAY) | 0.0 | $254k | 1.1k | 240.73 | |
| Ametek (AME) | 0.0 | $250k | 1.3k | 188.00 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $249k | 1.9k | 128.35 | |
| Msci (MSCI) | 0.0 | $248k | 437.00 | 567.41 | |
| Edwards Lifesciences (EW) | 0.0 | $244k | 3.1k | 77.77 | |
| Western Digital (WDC) | 0.0 | $244k | 2.0k | 120.06 | |
| Truist Financial Corp equities (TFC) | 0.0 | $243k | 5.3k | 45.72 | |
| Axon Enterprise (AXON) | 0.0 | $243k | 338.00 | 717.64 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $237k | 2.0k | 121.42 | |
| Cardinal Health (CAH) | 0.0 | $237k | 1.5k | 156.96 | |
| Dell Technologies CL C (DELL) | 0.0 | $231k | 1.6k | 141.77 | |
| Nasdaq Omx (NDAQ) | 0.0 | $229k | 2.6k | 88.45 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $229k | 3.4k | 67.07 | |
| Corteva (CTVA) | 0.0 | $228k | 3.4k | 67.63 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $228k | 23k | 10.15 | |
| Monolithic Power Systems (MPWR) | 0.0 | $222k | 241.00 | 920.64 | |
| Schlumberger Com Stk (SLB) | 0.0 | $220k | 6.4k | 34.37 | |
| Fifth Third Ban (FITB) | 0.0 | $218k | 4.9k | 44.55 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $218k | 8.9k | 24.56 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $217k | 4.4k | 48.72 | |
| Northern Trust Corporation (NTRS) | 0.0 | $216k | 1.6k | 134.60 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $216k | 11k | 19.53 | |
| Microchip Technology (MCHP) | 0.0 | $215k | 3.4k | 64.22 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $214k | 4.5k | 47.25 | |
| Ford Motor Company (F) | 0.0 | $214k | 18k | 11.96 | |
| Digital Realty Trust (DLR) | 0.0 | $212k | 1.2k | 172.88 | |
| Fidelity National Information Services (FIS) | 0.0 | $212k | 3.2k | 65.94 | |
| Lennar Corp Cl A (LEN) | 0.0 | $211k | 1.7k | 126.04 | |
| Nucor Corporation (NUE) | 0.0 | $210k | 1.5k | 135.43 | |
| Hartford Financial Services (HIG) | 0.0 | $209k | 1.6k | 133.39 | |
| DTE Energy Company (DTE) | 0.0 | $205k | 1.4k | 141.43 | |
| Hershey Company (HSY) | 0.0 | $204k | 1.1k | 187.05 | |
| Humana (HUM) | 0.0 | $204k | 782.00 | 260.17 | |
| NetApp (NTAP) | 0.0 | $203k | 1.7k | 118.46 | |
| Equifax (EFX) | 0.0 | $203k | 792.00 | 256.53 | |
| Hldgs (UAL) | 0.0 | $200k | 2.1k | 96.50 | |
| Viatris (VTRS) | 0.0 | $100k | 10k | 9.90 |