Conning as of Dec. 31, 2025
Portfolio Holdings for Conning
Conning holds 345 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 |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $70M | 102k | 681.92 | |
| Ishares Tr Core S&p500 Etf (IVV) | 2.3 | $68M | 99k | 684.94 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $46M | 380k | 120.18 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $39M | 121k | 322.22 | |
| Merck & Co (MRK) | 1.2 | $37M | 353k | 105.26 | |
| Ishares Tr Mbs Etf (MBB) | 1.2 | $37M | 388k | 95.22 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $37M | 303k | 120.34 | |
| Raytheon Technologies Corp (RTX) | 1.2 | $36M | 197k | 183.40 | |
| Abbvie (ABBV) | 1.2 | $36M | 157k | 228.49 | |
| Bristol Myers Squibb (BMY) | 1.2 | $36M | 663k | 53.94 | |
| Procter & Gamble Company (PG) | 1.2 | $36M | 248k | 143.31 | |
| Chevron Corporation (CVX) | 1.2 | $35M | 232k | 152.41 | |
| Coca-Cola Company (KO) | 1.2 | $35M | 503k | 69.91 | |
| Verizon Communications (VZ) | 1.2 | $35M | 853k | 40.73 | |
| Travelers Companies (TRV) | 1.2 | $35M | 119k | 290.06 | |
| Cisco Systems (CSCO) | 1.2 | $34M | 447k | 77.03 | |
| UnitedHealth (UNH) | 1.2 | $34M | 104k | 330.11 | |
| Abbott Laboratories (ABT) | 1.2 | $34M | 275k | 125.29 | |
| Gilead Sciences (GILD) | 1.1 | $34M | 279k | 122.74 | |
| AFLAC Incorporated (AFL) | 1.1 | $34M | 310k | 110.27 | |
| Cme (CME) | 1.1 | $34M | 124k | 273.08 | |
| Morgan Stanley Com New (MS) | 1.1 | $34M | 191k | 177.53 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $34M | 70k | 483.67 | |
| Colgate-Palmolive Company (CL) | 1.1 | $34M | 427k | 79.02 | |
| Cummins (CMI) | 1.1 | $34M | 66k | 510.45 | |
| PNC Financial Services (PNC) | 1.1 | $34M | 161k | 208.73 | |
| Mondelez Intl Cl A (MDLZ) | 1.1 | $34M | 623k | 53.83 | |
| Bank of New York Mellon Corporation (BK) | 1.1 | $34M | 289k | 116.09 | |
| McDonald's Corporation (MCD) | 1.1 | $34M | 110k | 305.63 | |
| Blackrock (BLK) | 1.1 | $33M | 31k | 1070.34 | |
| Home Depot (HD) | 1.1 | $33M | 97k | 344.10 | |
| Pepsi (PEP) | 1.1 | $33M | 233k | 143.52 | |
| Union Pacific Corporation (UNP) | 1.1 | $33M | 144k | 231.32 | |
| Amgen (AMGN) | 1.1 | $33M | 102k | 327.31 | |
| General Dynamics Corporation (GD) | 1.1 | $33M | 98k | 336.66 | |
| Starbucks Corporation (SBUX) | 1.1 | $33M | 393k | 84.21 | |
| ConocoPhillips (COP) | 1.1 | $33M | 353k | 93.61 | |
| Analog Devices (ADI) | 1.1 | $33M | 122k | 271.20 | |
| Caterpillar (CAT) | 1.1 | $33M | 58k | 572.87 | |
| Omni (OMC) | 1.1 | $33M | 408k | 80.75 | |
| Qualcomm (QCOM) | 1.1 | $33M | 192k | 171.05 | |
| Automatic Data Processing (ADP) | 1.1 | $33M | 127k | 257.23 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $33M | 189k | 173.49 | |
| Honeywell International (HON) | 1.1 | $33M | 167k | 195.09 | |
| Principal Financial (PFG) | 1.1 | $33M | 369k | 88.21 | |
| Illinois Tool Works (ITW) | 1.1 | $32M | 131k | 246.30 | |
| L3harris Technologies (LHX) | 1.1 | $32M | 110k | 293.57 | |
| Cigna Corp (CI) | 1.1 | $32M | 118k | 275.23 | |
| Packaging Corporation of America (PKG) | 1.1 | $32M | 157k | 206.23 | |
| Johnson & Johnson (JNJ) | 1.1 | $32M | 155k | 206.95 | |
| Corning Incorporated (GLW) | 1.1 | $32M | 365k | 87.56 | |
| Valero Energy Corporation (VLO) | 1.1 | $32M | 195k | 162.79 | |
| EOG Resources (EOG) | 1.1 | $32M | 302k | 105.01 | |
| Kroger (KR) | 1.1 | $32M | 508k | 62.48 | |
| International Business Machines (IBM) | 1.1 | $32M | 107k | 296.21 | |
| Genuine Parts Company (GPC) | 1.0 | $30M | 246k | 122.96 | |
| Quest Diagnostics Incorporated (DGX) | 1.0 | $30M | 173k | 173.53 | |
| Best Buy (BBY) | 1.0 | $29M | 437k | 66.93 | |
| Hp (HPQ) | 1.0 | $29M | 1.3M | 22.28 | |
| NVIDIA Corporation (NVDA) | 1.0 | $29M | 155k | 186.50 | |
| Philip Morris International (PM) | 0.9 | $27M | 171k | 160.40 | |
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.9 | $27M | 641k | 41.27 | |
| Apple (AAPL) | 0.9 | $26M | 96k | 271.86 | |
| Altria (MO) | 0.8 | $24M | 412k | 57.66 | |
| Microsoft Corporation (MSFT) | 0.8 | $24M | 49k | 483.62 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.8 | $23M | 39k | 603.28 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.7 | $22M | 331k | 66.00 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $20M | 32k | 627.13 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $17M | 49k | 335.27 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.5 | $14M | 32k | 444.59 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $13M | 43k | 313.00 | |
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.4 | $13M | 490k | 27.20 | |
| Spdr Series Trust State Street Spd (SPHY) | 0.4 | $13M | 560k | 23.67 | |
| Broadcom (AVGO) | 0.4 | $13M | 37k | 346.10 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $12M | 391k | 30.96 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $12M | 124k | 96.03 | |
| Amazon (AMZN) | 0.4 | $12M | 51k | 230.82 | |
| Meta Platforms Cl A (META) | 0.4 | $12M | 18k | 660.09 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $11M | 24k | 473.30 | |
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.4 | $11M | 54k | 204.85 | |
| Global X Fds Us Pfd Etf (PFFD) | 0.4 | $11M | 580k | 18.91 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $11M | 119k | 89.46 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $10M | 42k | 246.16 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $10M | 159k | 62.47 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $9.9M | 80k | 123.26 | |
| Eli Lilly & Co. (LLY) | 0.3 | $9.4M | 8.7k | 1074.68 | |
| Ishares Core Msci Emkt (IEMG) | 0.3 | $9.3M | 138k | 67.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $8.0M | 25k | 313.80 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $7.8M | 6.2k | 1252.00 | |
| Visa Com Cl A (V) | 0.3 | $7.8M | 22k | 350.71 | |
| Ford Mtr Note 3/1 (Principal) | 0.3 | $7.7M | 7.4M | 1.04 | |
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $7.6M | 144k | 53.06 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $7.4M | 6.1k | 1216.12 | |
| Akamai Technologies Note 0.375% 9/0 (Principal) | 0.2 | $7.3M | 7.3M | 1.00 | |
| Mastercard Incorporated Cl A (MA) | 0.2 | $7.1M | 12k | 570.88 | |
| Expedia Group Note 2/1 (Principal) | 0.2 | $7.0M | 6.2M | 1.13 | |
| Wal-Mart Stores (WMT) | 0.2 | $7.0M | 63k | 111.41 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.2 | $6.8M | 48k | 141.05 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $6.7M | 49k | 136.94 | |
| Tesla Motors (TSLA) | 0.2 | $6.7M | 15k | 449.72 | |
| Seagate Hdd Cayman Note 3.500% 6/0 (Principal) | 0.2 | $6.7M | 2.0M | 3.34 | |
| Parsons Corp Del Note 2.625% 3/0 (Principal) | 0.2 | $6.7M | 6.6M | 1.02 | |
| Uber Technologies Note 0.875%12/0 (Principal) | 0.2 | $6.2M | 4.8M | 1.30 | |
| Global Pmts Note 1.500% 3/0 (Principal) | 0.2 | $6.1M | 6.9M | 0.89 | |
| Tetra Tech DBCV 2.250% 8/1 (Principal) | 0.2 | $6.1M | 5.6M | 1.08 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $6.1M | 75k | 80.63 | |
| Southern Note 4.500% 6/1 (Principal) | 0.2 | $6.0M | 5.6M | 1.07 | |
| Duke Energy Corp Note 4.125% 4/1 (Principal) | 0.2 | $5.9M | 5.7M | 1.03 | |
| Costco Wholesale Corporation (COST) | 0.2 | $5.9M | 6.8k | 862.34 | |
| Alliant Energy Corp Note 3.875% 3/1 (Principal) | 0.2 | $5.8M | 5.7M | 1.03 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $5.8M | 34k | 171.18 | |
| Meritage Homes Corp Note 1.750% 5/1 (Principal) | 0.2 | $5.8M | 5.9M | 0.97 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $5.8M | 10k | 579.45 | |
| Ge Aerospace Com New (GE) | 0.2 | $5.8M | 19k | 308.03 | |
| Nextera Energy Cap Hldgs Note 3.000% 3/0 (Principal) | 0.2 | $5.7M | 4.6M | 1.25 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $5.7M | 57k | 99.91 | |
| American Wtr Cap Corp Note 3.625% 6/1 (Principal) | 0.2 | $5.6M | 5.7M | 1.00 | |
| Applied Materials (AMAT) | 0.2 | $5.5M | 21k | 256.99 | |
| American Express Company (AXP) | 0.2 | $5.5M | 15k | 369.95 | |
| Intuit (INTU) | 0.2 | $5.4M | 8.2k | 662.42 | |
| Amphenol Corp Cl A (APH) | 0.2 | $5.4M | 40k | 135.14 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.2 | $5.4M | 101k | 53.88 | |
| TJX Companies (TJX) | 0.2 | $5.4M | 35k | 153.61 | |
| Pg&e Corp Note 4.250%12/0 (Principal) | 0.2 | $5.4M | 5.2M | 1.03 | |
| Jazz Investments I Note 3.125% 9/1 (Principal) | 0.2 | $5.4M | 4.0M | 1.33 | |
| Kla Corp Com New (KLAC) | 0.2 | $5.3M | 4.4k | 1215.08 | |
| salesforce (CRM) | 0.2 | $5.3M | 20k | 264.91 | |
| Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal) | 0.2 | $5.3M | 3.7M | 1.42 | |
| Pinnacle West Cap Corp Note 4.750% 6/1 (Principal) | 0.2 | $5.2M | 4.9M | 1.07 | |
| Walt Disney Company (DIS) | 0.2 | $5.0M | 44k | 113.77 | |
| Intercontinental Exchange (ICE) | 0.2 | $5.0M | 31k | 161.96 | |
| Envista Holdings Corporation Note 1.750% 8/1 (Principal) | 0.2 | $5.0M | 5.3M | 0.95 | |
| Northwestern Energy Group In Com New (NWE) | 0.2 | $5.0M | 77k | 64.54 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $4.9M | 9.8k | 502.65 | |
| Ecolab (ECL) | 0.2 | $4.9M | 19k | 262.52 | |
| Booking Holdings (BKNG) | 0.2 | $4.9M | 914.00 | 5355.33 | |
| Republic Services (RSG) | 0.2 | $4.8M | 23k | 211.93 | |
| Jbt Marel Corporation Note 0.250% 5/1 (Principal) | 0.2 | $4.7M | 4.7M | 1.01 | |
| Danaher Corporation (DHR) | 0.2 | $4.7M | 21k | 228.92 | |
| Progressive Corporation (PGR) | 0.2 | $4.6M | 20k | 227.72 | |
| Waste Management (WM) | 0.2 | $4.5M | 20k | 219.71 | |
| Marsh & McLennan Companies | 0.1 | $4.4M | 24k | 185.52 | |
| Vishay Intertechnology Note 2.250% 9/1 (Principal) | 0.1 | $4.3M | 4.8M | 0.90 | |
| Nike CL B (NKE) | 0.1 | $4.0M | 64k | 63.71 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $4.0M | 46k | 88.49 | |
| On Semiconductor Corp Note 0.500% 3/0 (Principal) | 0.1 | $3.9M | 4.2M | 0.95 | |
| Microchip Technology Note 0.750% 6/0 (Principal) | 0.1 | $3.9M | 4.0M | 0.97 | |
| Starwood Ppty Tr Note 6.750% 7/1 (Principal) | 0.1 | $3.7M | 3.6M | 1.04 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.7M | 67k | 54.71 | |
| MetLife (MET) | 0.1 | $3.3M | 42k | 78.94 | |
| Cohen & Steers infrastucture Fund (UTF) | 0.1 | $3.1M | 127k | 24.11 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.1M | 11k | 290.22 | |
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $2.9M | 97k | 29.36 | |
| Spdr Series Trust State Street Spd (SPLB) | 0.1 | $2.8M | 124k | 22.58 | |
| Biomarin Pharmaceutical Note 1.250% 5/1 (Principal) | 0.1 | $2.6M | 2.7M | 0.95 | |
| Dexcom Note 0.375% 5/1 (Principal) | 0.1 | $2.5M | 2.7M | 0.92 | |
| Evergy (EVRG) | 0.1 | $2.5M | 34k | 72.49 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.3M | 9.1k | 257.95 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $2.3M | 19k | 119.35 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.2M | 23k | 93.20 | |
| Netflix (NFLX) | 0.1 | $2.1M | 23k | 93.76 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $2.1M | 12k | 177.75 | |
| Bank of America Corporation (BAC) | 0.1 | $2.0M | 36k | 55.00 | |
| Dominion Resources (D) | 0.1 | $1.9M | 33k | 58.59 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.9M | 8.7k | 214.16 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.8M | 19k | 96.27 | |
| Micron Technology (MU) | 0.1 | $1.7M | 6.1k | 285.41 | |
| Oracle Corporation (ORCL) | 0.1 | $1.7M | 8.8k | 194.91 | |
| Pfizer (PFE) | 0.1 | $1.7M | 69k | 24.90 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $1.7M | 36k | 47.08 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | 54k | 29.89 | |
| Citigroup Com New (C) | 0.1 | $1.6M | 14k | 116.69 | |
| Goldman Sachs (GS) | 0.0 | $1.5M | 1.7k | 879.00 | |
| Vanguard World Mega Cap Index (MGC) | 0.0 | $1.4M | 5.4k | 251.17 | |
| Wec Energy Group (WEC) | 0.0 | $1.3M | 13k | 105.46 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.3M | 6.1k | 219.78 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.3M | 6.2k | 212.07 | |
| At&t (T) | 0.0 | $1.2M | 48k | 24.84 | |
| Medtronic SHS (MDT) | 0.0 | $1.2M | 12k | 96.06 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.1M | 1.9k | 566.36 | |
| Linde SHS (LIN) | 0.0 | $1.0M | 2.5k | 426.39 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.0M | 10k | 100.89 | |
| Paychex (PAYX) | 0.0 | $1.0M | 9.1k | 112.18 | |
| Ge Vernova (GEV) | 0.0 | $945k | 1.4k | 653.57 | |
| Uber Technologies (UBER) | 0.0 | $904k | 11k | 81.71 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $897k | 3.3k | 268.30 | |
| Nextera Energy (NEE) | 0.0 | $892k | 11k | 80.28 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $878k | 15k | 57.49 | |
| Boeing Company (BA) | 0.0 | $876k | 4.0k | 217.12 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.0 | $863k | 11k | 75.85 | |
| Intel Corporation (INTC) | 0.0 | $862k | 23k | 36.90 | |
| S&p Global (SPGI) | 0.0 | $856k | 1.6k | 522.59 | |
| Servicenow (NOW) | 0.0 | $842k | 5.5k | 153.19 | |
| Capital One Financial (COF) | 0.0 | $819k | 3.4k | 242.36 | |
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $816k | 6.8k | 120.20 | |
| Oneok (OKE) | 0.0 | $809k | 11k | 73.50 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $807k | 2.3k | 349.99 | |
| Public Storage (PSA) | 0.0 | $780k | 3.0k | 259.50 | |
| Boston Scientific Corporation (BSX) | 0.0 | $754k | 7.9k | 95.35 | |
| Williams Companies (WMB) | 0.0 | $752k | 13k | 60.11 | |
| Lowe's Companies (LOW) | 0.0 | $741k | 3.1k | 241.16 | |
| Arista Networks Com Shs (ANET) | 0.0 | $734k | 5.6k | 131.03 | |
| Equity Residential Sh Ben Int (EQR) | 0.0 | $705k | 11k | 63.04 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $694k | 1.0k | 673.82 | |
| Eaton Corp SHS (ETN) | 0.0 | $677k | 2.1k | 318.51 | |
| Stryker Corporation (SYK) | 0.0 | $656k | 1.9k | 351.47 | |
| Welltower Inc Com reit (WELL) | 0.0 | $644k | 3.5k | 185.61 | |
| Palo Alto Networks (PANW) | 0.0 | $636k | 3.5k | 184.20 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $635k | 1.4k | 453.36 | |
| Prologis (PLD) | 0.0 | $630k | 4.9k | 127.66 | |
| Deere & Company (DE) | 0.0 | $625k | 1.3k | 465.57 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $617k | 1.3k | 468.76 | |
| Chubb (CB) | 0.0 | $610k | 2.0k | 312.12 | |
| Canadian Natural Resources (CNQ) | 0.0 | $609k | 18k | 33.85 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $599k | 682.00 | 878.96 | |
| Constellation Energy (CEG) | 0.0 | $592k | 1.7k | 353.27 | |
| Shell Spon Ads (SHEL) | 0.0 | $590k | 8.0k | 73.48 | |
| Newmont Mining Corporation (NEM) | 0.0 | $574k | 5.7k | 99.85 | |
| Unilever Spon Adr New (UL) | 0.0 | $572k | 8.7k | 65.40 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $567k | 3.7k | 154.14 | |
| McKesson Corporation (MCK) | 0.0 | $558k | 680.00 | 820.29 | |
| CVS Caremark Corporation (CVS) | 0.0 | $539k | 6.8k | 79.36 | |
| Southern Company (SO) | 0.0 | $529k | 6.1k | 87.20 | |
| Kinder Morgan (KMI) | 0.0 | $525k | 19k | 27.49 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $522k | 32k | 16.49 | |
| Metropcs Communications (TMUS) | 0.0 | $519k | 2.6k | 203.04 | |
| Cadence Design Systems (CDNS) | 0.0 | $468k | 1.5k | 312.58 | |
| Trane Technologies SHS (TT) | 0.0 | $467k | 1.2k | 389.20 | |
| Synopsys (SNPS) | 0.0 | $466k | 992.00 | 469.72 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $450k | 3.8k | 117.21 | |
| American Tower Reit (AMT) | 0.0 | $448k | 2.6k | 175.57 | |
| Howmet Aerospace (HWM) | 0.0 | $444k | 2.2k | 205.02 | |
| 3M Company (MMM) | 0.0 | $443k | 2.8k | 160.10 | |
| Us Bancorp Del Com New (USB) | 0.0 | $443k | 8.3k | 53.36 | |
| Hca Holdings (HCA) | 0.0 | $435k | 932.00 | 466.86 | |
| Moody's Corporation (MCO) | 0.0 | $433k | 847.00 | 510.85 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $429k | 3.8k | 113.72 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $428k | 3.6k | 119.75 | |
| General Motors Company (GM) | 0.0 | $424k | 5.2k | 81.32 | |
| O'reilly Automotive (ORLY) | 0.0 | $422k | 4.6k | 91.21 | |
| Kkr & Co (KKR) | 0.0 | $421k | 3.3k | 127.48 | |
| Aon Shs Cl A (AON) | 0.0 | $417k | 1.2k | 352.88 | |
| Anthem (ELV) | 0.0 | $415k | 1.2k | 350.55 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $410k | 531.00 | 771.87 | |
| Emerson Electric (EMR) | 0.0 | $409k | 3.1k | 132.72 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $408k | 307.00 | 1329.85 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $407k | 2.9k | 141.16 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $405k | 5.7k | 71.41 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $404k | 709.00 | 570.21 | |
| CMS Energy Corporation (CMS) | 0.0 | $402k | 5.8k | 69.93 | |
| Equinix (EQIX) | 0.0 | $402k | 525.00 | 766.16 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $383k | 7.5k | 50.79 | |
| Marriott Intl Cl A (MAR) | 0.0 | $382k | 1.2k | 310.24 | |
| Doordash Cl A (DASH) | 0.0 | $381k | 1.7k | 226.48 | |
| Sherwin-Williams Company (SHW) | 0.0 | $381k | 1.2k | 324.03 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $374k | 1.3k | 278.92 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $371k | 3.3k | 113.92 | |
| United Parcel Service CL B (UPS) | 0.0 | $371k | 3.7k | 99.19 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $370k | 1.4k | 258.79 | |
| CSX Corporation (CSX) | 0.0 | $364k | 10k | 36.25 | |
| Phillips 66 (PSX) | 0.0 | $359k | 2.8k | 129.04 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $358k | 1.2k | 287.25 | |
| EQT Corporation (EQT) | 0.0 | $357k | 6.7k | 53.60 | |
| Cintas Corporation (CTAS) | 0.0 | $352k | 1.9k | 188.07 | |
| Norfolk Southern (NSC) | 0.0 | $348k | 1.2k | 288.72 | |
| FedEx Corporation (FDX) | 0.0 | $348k | 1.2k | 288.86 | |
| Quanta Services (PWR) | 0.0 | $346k | 820.00 | 422.06 | |
| American Electric Power Company (AEP) | 0.0 | $343k | 3.0k | 115.31 | |
| Enterprise Products Partners (EPD) | 0.0 | $341k | 11k | 32.06 | |
| Motorola Solutions Com New (MSI) | 0.0 | $339k | 884.00 | 383.32 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $337k | 43k | 7.83 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $334k | 3.0k | 113.10 | |
| Autodesk (ADSK) | 0.0 | $334k | 1.1k | 296.01 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $332k | 12k | 28.82 | |
| AmerisourceBergen (COR) | 0.0 | $330k | 977.00 | 337.75 | |
| Paccar (PCAR) | 0.0 | $328k | 3.0k | 109.51 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $322k | 1.4k | 227.51 | |
| Monster Beverage Corp (MNST) | 0.0 | $322k | 4.2k | 76.67 | |
| Ross Stores (ROST) | 0.0 | $322k | 1.8k | 180.14 | |
| Simon Property (SPG) | 0.0 | $321k | 1.7k | 185.11 | |
| AutoZone (AZO) | 0.0 | $319k | 94.00 | 3391.51 | |
| Sempra Energy (SRE) | 0.0 | $319k | 3.6k | 88.29 | |
| Apollo Global Mgmt (APO) | 0.0 | $317k | 2.2k | 144.76 | |
| Western Digital (WDC) | 0.0 | $317k | 1.8k | 172.27 | |
| Paypal Holdings (PYPL) | 0.0 | $310k | 5.3k | 58.38 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $310k | 1.1k | 275.39 | |
| Truist Financial Corp equities (TFC) | 0.0 | $309k | 6.3k | 49.21 | |
| Air Products & Chemicals (APD) | 0.0 | $301k | 1.2k | 247.02 | |
| Allstate Corporation (ALL) | 0.0 | $295k | 1.4k | 208.15 | |
| United Rentals (URI) | 0.0 | $292k | 361.00 | 809.32 | |
| Becton, Dickinson and (BDX) | 0.0 | $292k | 1.5k | 194.07 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $292k | 2.2k | 135.72 | |
| Zoetis Cl A (ZTS) | 0.0 | $291k | 2.3k | 125.82 | |
| Cardinal Health (CAH) | 0.0 | $282k | 1.4k | 205.50 | |
| Fortinet (FTNT) | 0.0 | $281k | 3.5k | 79.41 | |
| IDEXX Laboratories (IDXX) | 0.0 | $279k | 413.00 | 676.53 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $278k | 1.7k | 162.63 | |
| SLB Com Stk (SLB) | 0.0 | $274k | 7.1k | 38.38 | |
| Edwards Lifesciences (EW) | 0.0 | $272k | 3.2k | 85.25 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $272k | 1.3k | 217.06 | |
| Vistra Energy (VST) | 0.0 | $271k | 1.7k | 161.33 | |
| Ford Motor Company (F) | 0.0 | $267k | 20k | 13.12 | |
| Cbre Group Cl A (CBRE) | 0.0 | $266k | 1.7k | 160.79 | |
| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $264k | 11k | 23.66 | |
| Electronic Arts (EA) | 0.0 | $262k | 1.3k | 204.33 | |
| Ametek (AME) | 0.0 | $259k | 1.3k | 205.31 | |
| American Intl Group Com New (AIG) | 0.0 | $258k | 3.0k | 85.55 | |
| Ameriprise Financial (AMP) | 0.0 | $257k | 525.00 | 490.34 | |
| Roper Industries (ROP) | 0.0 | $257k | 578.00 | 445.13 | |
| Fastenal Company (FAST) | 0.0 | $257k | 6.4k | 40.13 | |
| Rockwell Automation (ROK) | 0.0 | $256k | 658.00 | 389.07 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $254k | 6.9k | 37.00 | |
| Digital Realty Trust (DLR) | 0.0 | $254k | 1.6k | 154.71 | |
| Corteva (CTVA) | 0.0 | $246k | 3.7k | 67.03 | |
| Yum! Brands (YUM) | 0.0 | $243k | 1.6k | 151.28 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $241k | 1.1k | 226.14 | |
| Nasdaq Omx (NDAQ) | 0.0 | $240k | 2.5k | 97.13 | |
| W.W. Grainger (GWW) | 0.0 | $239k | 237.00 | 1009.05 | |
| Msci (MSCI) | 0.0 | $239k | 416.00 | 573.73 | |
| Xcel Energy (XEL) | 0.0 | $238k | 3.2k | 73.86 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $238k | 5.2k | 45.54 | |
| Realty Income (O) | 0.0 | $236k | 4.2k | 56.37 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $235k | 3.4k | 69.40 | |
| D.R. Horton (DHI) | 0.0 | $234k | 1.6k | 144.03 | |
| Carrier Global Corporation (CARR) | 0.0 | $231k | 4.4k | 52.84 | |
| Exelon Corporation (EXC) | 0.0 | $230k | 5.3k | 43.59 | |
| Axon Enterprise (AXON) | 0.0 | $225k | 396.00 | 567.93 | |
| Entergy Corporation (ETR) | 0.0 | $225k | 2.4k | 92.43 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $224k | 873.00 | 256.03 | |
| eBay (EBAY) | 0.0 | $223k | 2.6k | 87.10 | |
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $223k | 23k | 9.91 | |
| Public Service Enterprise (PEG) | 0.0 | $223k | 2.8k | 80.30 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $222k | 2.7k | 83.00 | |
| Monolithic Power Systems (MPWR) | 0.0 | $220k | 243.00 | 906.36 | |
| Prudential Financial (PRU) | 0.0 | $217k | 1.9k | 112.88 | |
| Workday Cl A (WDAY) | 0.0 | $216k | 1.0k | 214.78 | |
| Hartford Financial Services (HIG) | 0.0 | $215k | 1.6k | 137.80 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $211k | 1.5k | 136.07 | |
| Martin Marietta Materials (MLM) | 0.0 | $206k | 331.00 | 622.66 | |
| Iqvia Holdings (IQV) | 0.0 | $204k | 906.00 | 225.41 | |
| Keysight Technologies (KEYS) | 0.0 | $203k | 999.00 | 203.19 | |
| Dell Technologies CL C (DELL) | 0.0 | $201k | 1.6k | 125.88 | |
| Consolidated Edison (ED) | 0.0 | $201k | 2.0k | 99.32 | |
| Viatris (VTRS) | 0.0 | $139k | 11k | 12.45 | |
| Amcor Ord | 0.0 | $96k | 12k | 8.34 |