Ingalls & Snyder as of June 30, 2026
Portfolio Holdings for Ingalls & Snyder
Ingalls & Snyder holds 467 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 |
|---|---|---|---|---|---|
| Corcept Therapeutics Call Call Option (CORT) | 18.9 | $691M | 7.9M | 86.96 | |
| Oceanagold Corp Com New (OGC) | 6.9 | $252M | 10M | 25.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $107M | 298k | 357.37 | |
| Williams Companies (WMB) | 2.8 | $102M | 1.4M | 74.34 | |
| Apple (AAPL) | 2.7 | $98M | 339k | 289.36 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $92M | 673k | 136.72 | |
| Canadian Natural Resources (CNQ) | 2.4 | $89M | 2.2M | 39.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $86M | 173k | 500.39 | |
| Pan American Silver Corp Can (PAAS) | 2.2 | $79M | 1.8M | 44.79 | |
| Microsoft Corporation (MSFT) | 2.0 | $74M | 199k | 373.02 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $63M | 191k | 327.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $52M | 148k | 353.33 | |
| Amazon (AMZN) | 1.4 | $52M | 218k | 238.34 | |
| Ftai Aviation SHS (FTAI) | 1.3 | $46M | 170k | 270.53 | |
| NVIDIA Corporation (NVDA) | 1.2 | $46M | 228k | 200.09 | |
| Deere & Company (DE) | 1.1 | $40M | 63k | 634.34 | |
| Expedia Group Com New (EXPE) | 1.0 | $36M | 141k | 255.88 | |
| Omeros Corporation (OMER) | 0.9 | $35M | 3.7M | 9.51 | |
| Abbvie (ABBV) | 0.9 | $34M | 136k | 251.64 | |
| Hexcel Corporation (HXL) | 0.9 | $34M | 335k | 100.06 | |
| Citigroup Com New (C) | 0.9 | $33M | 235k | 139.96 | |
| Procter & Gamble Company (PG) | 0.9 | $33M | 224k | 146.64 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $30M | 158k | 189.73 | |
| Range Resources (RRC) | 0.8 | $30M | 794k | 37.19 | |
| Abbott Laboratories (ABT) | 0.8 | $29M | 317k | 90.74 | |
| Globe Life (GL) | 0.8 | $28M | 157k | 178.68 | |
| Home Depot (HD) | 0.7 | $26M | 75k | 352.68 | |
| Merck & Co (MRK) | 0.7 | $26M | 204k | 128.50 | |
| Stratus Pptys Com New (STRS) | 0.7 | $26M | 896k | 28.75 | |
| Meta Platforms Cl A (META) | 0.7 | $25M | 45k | 563.30 | |
| Teck Resources CL B (TECK) | 0.7 | $25M | 416k | 59.46 | |
| Chubb (CB) | 0.7 | $24M | 70k | 340.75 | |
| Totalenergies Se Act (TTE) | 0.6 | $21M | 274k | 77.76 | |
| Uber Technologies (UBER) | 0.6 | $21M | 293k | 72.16 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $21M | 135k | 156.72 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $21M | 30k | 686.82 | |
| Applied Materials (AMAT) | 0.5 | $20M | 27k | 723.00 | |
| Netflix (NFLX) | 0.5 | $20M | 273k | 71.40 | |
| Johnson & Johnson (JNJ) | 0.5 | $19M | 75k | 253.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $18M | 24k | 748.91 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $18M | 38k | 477.56 | |
| Broadcom (AVGO) | 0.5 | $18M | 47k | 377.75 | |
| Pfizer (PFE) | 0.5 | $18M | 730k | 24.08 | |
| Marvell Technology (MRVL) | 0.5 | $18M | 59k | 297.89 | |
| Unilever Spon Adr New (UL) | 0.5 | $18M | 291k | 60.12 | |
| Metropcs Communications (TMUS) | 0.5 | $17M | 100k | 167.73 | |
| Williams-Sonoma (WSM) | 0.5 | $17M | 72k | 233.09 | |
| Roper Industries (ROP) | 0.5 | $17M | 49k | 338.38 | |
| Tamboran Res Corp (TBN) | 0.4 | $16M | 505k | 32.51 | |
| Canadian Pacific Kansas City (CP) | 0.4 | $16M | 188k | 86.65 | |
| Nextnav Call Call Option (NN) | 0.4 | $16M | 889k | 17.85 | |
| Credit Acceptance (CACC) | 0.4 | $16M | 25k | 636.75 | |
| Kenvue (KVUE) | 0.4 | $15M | 772k | 19.11 | |
| Moody's Corporation (MCO) | 0.4 | $13M | 30k | 452.92 | |
| Eli Lilly & Co. (LLY) | 0.4 | $13M | 11k | 1199.46 | |
| Norfolk Southern (NSC) | 0.4 | $13M | 42k | 314.59 | |
| Fortune Brands (FBIN) | 0.3 | $13M | 227k | 54.90 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $12M | 214k | 57.84 | |
| Paypal Holdings (PYPL) | 0.3 | $12M | 281k | 43.18 | |
| World Acceptance (WRLD) | 0.3 | $12M | 53k | 223.84 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $11M | 15k | 746.74 | |
| Union Pacific Corporation (UNP) | 0.3 | $11M | 41k | 272.01 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $11M | 225k | 48.57 | |
| Palo Alto Networks (PANW) | 0.3 | $10M | 31k | 341.01 | |
| Ubs Group SHS (UBS) | 0.3 | $10M | 210k | 49.56 | |
| Parker-Hannifin Corporation (PH) | 0.3 | $10M | 11k | 978.09 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.3 | $10M | 102k | 98.25 | |
| Cto Realty Growth (CTO) | 0.3 | $9.8M | 454k | 21.51 | |
| McKesson Corporation (MCK) | 0.3 | $9.7M | 13k | 755.56 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $9.7M | 13.00 | 748846.15 | |
| Freeport Mcmoran CL B (FCX) | 0.3 | $9.6M | 153k | 62.89 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $9.6M | 19k | 513.59 | |
| Cameco Corporation (CCJ) | 0.3 | $9.5M | 93k | 101.86 | |
| Wayfair Cl A (W) | 0.2 | $9.1M | 99k | 92.42 | |
| Kraft Heinz (KHC) | 0.2 | $8.8M | 372k | 23.62 | |
| Delta Air Lines Com New (DAL) | 0.2 | $8.7M | 93k | 93.66 | |
| Bank of America Corporation (BAC) | 0.2 | $8.7M | 153k | 56.98 | |
| Cimpress Shs Euro (CMPR) | 0.2 | $8.5M | 84k | 101.69 | |
| Qnity Electronics Common Stock (Q) | 0.2 | $8.5M | 52k | 163.32 | |
| Ge Vernova (GEV) | 0.2 | $8.5M | 7.2k | 1174.81 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $8.4M | 23k | 368.37 | |
| Johnson Controls Internation SHS (JCI) | 0.2 | $8.4M | 57k | 146.10 | |
| Goldman Sachs (GS) | 0.2 | $8.3M | 8.2k | 1011.41 | |
| Copart (CPRT) | 0.2 | $8.3M | 295k | 28.19 | |
| Pitney Bowes (PBI) | 0.2 | $8.1M | 462k | 17.52 | |
| Cisco Systems (CSCO) | 0.2 | $8.1M | 69k | 117.46 | |
| Pepsi (PEP) | 0.2 | $7.9M | 59k | 135.40 | |
| Mongodb Cl A (MDB) | 0.2 | $7.6M | 23k | 335.91 | |
| Chevron Corporation (CVX) | 0.2 | $7.4M | 45k | 165.77 | |
| Apollo Global Mgmt (APO) | 0.2 | $7.3M | 62k | 118.31 | |
| Wal-Mart Stores (WMT) | 0.2 | $7.1M | 63k | 113.25 | |
| Hp (HPQ) | 0.2 | $6.6M | 302k | 21.94 | |
| Quanta Services (PWR) | 0.2 | $6.5M | 9.0k | 719.99 | |
| Fmc Corp Com New (FMC) | 0.2 | $6.4M | 559k | 11.50 | |
| Shift4 Pmts Call Call Option (FOUR) | 0.2 | $6.4M | 132k | 48.54 | |
| Howard Hughes Holdings (HHH) | 0.2 | $6.2M | 87k | 71.49 | |
| Visa Com Cl A (V) | 0.2 | $6.0M | 18k | 343.12 | |
| Amphenol Corp Cl A (APH) | 0.2 | $5.9M | 34k | 176.31 | |
| Enbridge (ENB) | 0.2 | $5.7M | 106k | 54.21 | |
| Intercontinental Exchange (ICE) | 0.2 | $5.6M | 46k | 123.11 | |
| Astrazeneca Ord (AZN) | 0.2 | $5.6M | 30k | 189.61 | |
| Getty Realty (GTY) | 0.1 | $5.5M | 164k | 33.36 | |
| Verizon Communications (VZ) | 0.1 | $5.5M | 129k | 42.34 | |
| Amgen (AMGN) | 0.1 | $5.4M | 15k | 362.11 | |
| Devon Energy Corporation (DVN) | 0.1 | $5.4M | 130k | 41.32 | |
| Oracle Corporation (ORCL) | 0.1 | $5.3M | 36k | 146.55 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $5.2M | 6.8k | 763.16 | |
| Coca-Cola Company (KO) | 0.1 | $5.1M | 63k | 81.27 | |
| Nextera Energy (NEE) | 0.1 | $5.1M | 58k | 87.78 | |
| Kinder Morgan (KMI) | 0.1 | $4.8M | 151k | 31.97 | |
| Ducommun Incorporated (DCO) | 0.1 | $4.8M | 26k | 185.22 | |
| Capri Holdings SHS (CPRI) | 0.1 | $4.8M | 259k | 18.57 | |
| Mindwalk Holdings Corp (HYFT) | 0.1 | $4.8M | 3.0M | 1.58 | |
| Rayonier (RYN) | 0.1 | $4.7M | 221k | 21.28 | |
| Viatris (VTRS) | 0.1 | $4.6M | 291k | 15.88 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $4.5M | 99k | 45.11 | |
| Caterpillar (CAT) | 0.1 | $4.3M | 4.1k | 1064.88 | |
| Waste Management (WM) | 0.1 | $4.3M | 19k | 222.90 | |
| Bristol Myers Squibb (BMY) | 0.1 | $4.3M | 74k | 57.62 | |
| International Business Machines (IBM) | 0.1 | $4.3M | 15k | 281.20 | |
| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $4.2M | 51k | 83.31 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $4.2M | 171k | 24.55 | |
| Emerson Electric (EMR) | 0.1 | $4.2M | 29k | 143.15 | |
| Republic Services (RSG) | 0.1 | $4.1M | 19k | 213.08 | |
| Dupont De Nemours Common Stock (DD) | 0.1 | $4.1M | 30k | 135.65 | |
| Oneok (OKE) | 0.1 | $4.1M | 47k | 86.94 | |
| Corning Incorporated (GLW) | 0.1 | $4.0M | 16k | 255.45 | |
| Ge Aerospace Com New (GE) | 0.1 | $3.9M | 10k | 373.72 | |
| Linde SHS (LIN) | 0.1 | $3.8M | 7.4k | 518.97 | |
| Stryker Corporation (SYK) | 0.1 | $3.8M | 12k | 314.84 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $3.8M | 15k | 255.68 | |
| SEI Investments Company (SEIC) | 0.1 | $3.7M | 42k | 87.71 | |
| Micron Technology (MU) | 0.1 | $3.7M | 3.2k | 1154.42 | |
| Qualcomm (QCOM) | 0.1 | $3.7M | 20k | 184.79 | |
| Automatic Data Processing (ADP) | 0.1 | $3.6M | 16k | 223.98 | |
| Woodward Governor Company (WWD) | 0.1 | $3.5M | 8.3k | 425.45 | |
| Godaddy Cl A (GDDY) | 0.1 | $3.5M | 41k | 84.87 | |
| American Express Company (AXP) | 0.1 | $3.4M | 10k | 338.22 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $3.4M | 18k | 190.51 | |
| Carpenter Technology Corporation (CRS) | 0.1 | $3.2M | 5.2k | 616.92 | |
| Academy Sports & Outdoor (ASO) | 0.1 | $3.2M | 68k | 47.13 | |
| Crown Castle Intl (CCI) | 0.1 | $3.2M | 42k | 75.74 | |
| Brixmor Prty (BRX) | 0.1 | $3.1M | 98k | 31.53 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.0M | 7.6k | 397.65 | |
| Orion Engineered Carbons (OEC) | 0.1 | $2.9M | 440k | 6.63 | |
| Jfrog Ord Shs (FROG) | 0.1 | $2.8M | 31k | 90.87 | |
| Oge Energy Corp (OGE) | 0.1 | $2.8M | 58k | 48.65 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $2.7M | 51k | 51.85 | |
| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.6M | 18k | 144.60 | |
| At&t (T) | 0.1 | $2.5M | 123k | 20.70 | |
| Illinois Tool Works (ITW) | 0.1 | $2.5M | 9.2k | 270.49 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $2.5M | 8.3k | 298.08 | |
| Innospec (IOSP) | 0.1 | $2.4M | 29k | 81.38 | |
| Kkr & Co (KKR) | 0.1 | $2.3M | 26k | 91.79 | |
| Honeywell Aerospace (HONA) | 0.1 | $2.3M | 11k | 221.09 | |
| Lowe's Companies (LOW) | 0.1 | $2.3M | 10k | 220.53 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.3M | 3.1k | 736.30 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $2.2M | 117k | 19.12 | |
| Ecolab (ECL) | 0.1 | $2.2M | 7.9k | 278.55 | |
| American Water Works (AWK) | 0.1 | $2.2M | 16k | 131.56 | |
| Colgate-Palmolive Company (CL) | 0.1 | $2.2M | 24k | 91.67 | |
| Global Industrial Company (GIC) | 0.1 | $2.1M | 64k | 33.46 | |
| Avepoint Com Cl A (AVPT) | 0.1 | $2.1M | 190k | 11.21 | |
| Repositrak Com New (TRAK) | 0.1 | $2.0M | 223k | 9.00 | |
| Arista Networks Com Shs (ANET) | 0.1 | $2.0M | 12k | 169.90 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $2.0M | 141k | 14.13 | |
| Consolidated Edison (ED) | 0.1 | $1.9M | 17k | 110.61 | |
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.8M | 35k | 53.60 | |
| Walt Disney Company (DIS) | 0.0 | $1.8M | 19k | 96.23 | |
| Zoetis Cl A (ZTS) | 0.0 | $1.8M | 25k | 71.86 | |
| Spdr Series Trust Call Call Option (KRE) | 0.0 | $1.8M | 24k | 74.87 | |
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $1.8M | 101k | 17.41 | |
| Vici Pptys (VICI) | 0.0 | $1.7M | 66k | 26.55 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $1.7M | 30k | 57.71 | |
| Costco Wholesale Corporation (COST) | 0.0 | $1.7M | 1.8k | 935.45 | |
| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.0 | $1.7M | 25k | 67.32 | |
| Ye Cl A (YELP) | 0.0 | $1.7M | 69k | 24.51 | |
| Hubbell (HUBB) | 0.0 | $1.7M | 3.2k | 523.12 | |
| Preformed Line Products Company (PLPC) | 0.0 | $1.7M | 4.1k | 410.57 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $1.6M | 35k | 46.24 | |
| Agnico (AEM) | 0.0 | $1.6M | 10k | 155.16 | |
| Strategic Education (STRA) | 0.0 | $1.6M | 21k | 76.61 | |
| Tesla Motors (TSLA) | 0.0 | $1.6M | 3.8k | 420.70 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $1.6M | 9.9k | 158.62 | |
| Medtronic SHS (MDT) | 0.0 | $1.6M | 20k | 78.21 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.6M | 18k | 86.16 | |
| Trupanion (TRUP) | 0.0 | $1.5M | 63k | 24.77 | |
| American Tower Reit (AMT) | 0.0 | $1.5M | 9.4k | 163.53 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.5M | 29k | 53.46 | |
| Vanguard World Financials Etf (VFH) | 0.0 | $1.5M | 12k | 131.63 | |
| CVS Caremark Corporation (CVS) | 0.0 | $1.5M | 15k | 103.47 | |
| Phillips 66 (PSX) | 0.0 | $1.5M | 8.9k | 169.04 | |
| Wisdomtree Tr Jp Smallcp Div (DFJ) | 0.0 | $1.5M | 14k | 105.30 | |
| ConocoPhillips (COP) | 0.0 | $1.5M | 14k | 103.94 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.4M | 2.9k | 496.73 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $1.4M | 28k | 52.17 | |
| FedEx Corporation (FDX) | 0.0 | $1.4M | 4.6k | 313.21 | |
| Tc Energy Corp (TRP) | 0.0 | $1.4M | 21k | 66.27 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $1.4M | 13k | 107.16 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $1.4M | 51k | 27.48 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $1.4M | 27k | 52.43 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.4M | 29k | 47.92 | |
| Draftkings Com Cl A (DKNG) | 0.0 | $1.4M | 54k | 25.25 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $1.4M | 686.00 | 1989.80 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $1.4M | 1.4k | 965.12 | |
| Iron Mountain (IRM) | 0.0 | $1.4M | 11k | 126.34 | |
| Korn Ferry Com New (KFY) | 0.0 | $1.4M | 20k | 66.58 | |
| Allison Transmission Hldngs I (ALSN) | 0.0 | $1.3M | 12k | 112.70 | |
| Ionq Inc Pipe (IONQ) | 0.0 | $1.3M | 25k | 53.28 | |
| UnitedHealth (UNH) | 0.0 | $1.2M | 2.9k | 415.62 | |
| RPM International (RPM) | 0.0 | $1.2M | 11k | 111.14 | |
| Blackrock Res & Commodities SHS (BCX) | 0.0 | $1.2M | 106k | 11.31 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $1.2M | 35k | 34.00 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.2M | 3.9k | 298.93 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.2M | 12k | 98.95 | |
| Navan Cl A (NAVN) | 0.0 | $1.2M | 51k | 22.87 | |
| Fury Gold Mines (FURY) | 0.0 | $1.2M | 2.1M | 0.54 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $1.1M | 29k | 38.24 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $1.1M | 8.9k | 126.57 | |
| Philip Morris International (PM) | 0.0 | $1.1M | 6.1k | 180.93 | |
| S&p Global (SPGI) | 0.0 | $1.1M | 2.7k | 407.34 | |
| Lumentum Hldgs (LITE) | 0.0 | $1.1M | 1.2k | 858.06 | |
| Opera Sponsored Ads (OPRA) | 0.0 | $1.1M | 54k | 19.83 | |
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $1.1M | 9.0k | 117.27 | |
| NiSource (NI) | 0.0 | $1.0M | 22k | 47.53 | |
| Verisk Analytics (VRSK) | 0.0 | $1.0M | 5.7k | 179.46 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.0M | 12k | 82.61 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $1.0M | 176k | 5.73 | |
| Welltower Inc Com reit (WELL) | 0.0 | $998k | 4.4k | 227.08 | |
| Constellation Energy (CEG) | 0.0 | $971k | 3.9k | 248.40 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $961k | 8.0k | 119.53 | |
| Zoominfo Technologies Call Call Option (GTM) | 0.0 | $957k | 326k | 2.94 | |
| Alcon Ord Shs (ALC) | 0.0 | $934k | 14k | 67.10 | |
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $924k | 2.3k | 396.74 | |
| Shell Spon Ads (SHEL) | 0.0 | $868k | 11k | 77.52 | |
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $868k | 11k | 82.44 | |
| Intel Corporation (INTC) | 0.0 | $858k | 6.1k | 139.63 | |
| Carrier Global Corporation (CARR) | 0.0 | $856k | 12k | 73.36 | |
| GSK Sponsored Adr (GSK) | 0.0 | $854k | 16k | 52.41 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $851k | 28k | 30.18 | |
| General Mills (GIS) | 0.0 | $819k | 24k | 34.80 | |
| salesforce (CRM) | 0.0 | $813k | 5.2k | 156.62 | |
| DTE Energy Company (DTE) | 0.0 | $801k | 5.3k | 152.40 | |
| Bce Com New (BCE) | 0.0 | $798k | 37k | 21.51 | |
| SLB Com Stk (SLB) | 0.0 | $758k | 16k | 46.52 | |
| Everus Constr Group (ECG) | 0.0 | $755k | 4.5k | 166.01 | |
| Truist Financial Corp equities (TFC) | 0.0 | $743k | 15k | 49.82 | |
| Starbucks Corporation (SBUX) | 0.0 | $743k | 7.3k | 102.17 | |
| Lyondellbasell Industries Nv Call Call Option (LYB) | 0.0 | $738k | 14k | 52.69 | |
| Generac Holdings (GNRC) | 0.0 | $738k | 2.5k | 292.62 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $736k | 9.8k | 74.90 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $731k | 3.9k | 185.25 | |
| Listed Fds Tr Hori Ki Infl Etf (INFL) | 0.0 | $722k | 15k | 49.90 | |
| Prologis (PLD) | 0.0 | $713k | 5.3k | 135.47 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $711k | 3.5k | 204.96 | |
| Dominion Resources (D) | 0.0 | $701k | 10k | 68.25 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $698k | 6.4k | 109.75 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $694k | 1.6k | 433.48 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $693k | 5.9k | 116.59 | |
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $687k | 9.1k | 75.51 | |
| Capital One Financial (COF) | 0.0 | $662k | 3.3k | 200.67 | |
| Workiva Note 1.250% 8/1 (Principal) | 0.0 | $661k | 705k | 0.94 | |
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $661k | 6.6k | 100.08 | |
| American Electric Power Company (AEP) | 0.0 | $661k | 4.8k | 136.88 | |
| Diageo Spon Adr New (DEO) | 0.0 | $661k | 8.2k | 80.34 | |
| MercadoLibre (MELI) | 0.0 | $659k | 388.00 | 1698.45 | |
| Rh (RH) | 0.0 | $651k | 4.0k | 164.81 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $646k | 15k | 42.67 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $632k | 1.8k | 360.32 | |
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $627k | 4.0k | 158.17 | |
| Fidelity Natl Finl Com Shs (FNF) | 0.0 | $604k | 13k | 47.19 | |
| Dover Corporation (DOV) | 0.0 | $603k | 2.7k | 224.16 | |
| Amcor Com New (AMCR) | 0.0 | $595k | 14k | 43.35 | |
| Rbb Fund Trust Tweedy Browne (COPY) | 0.0 | $588k | 40k | 14.72 | |
| Seaport Entmt Group Common Stock (SEG) | 0.0 | $588k | 22k | 26.60 | |
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $585k | 2.6k | 225.61 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $584k | 1.3k | 459.48 | |
| Jacobs Engineering Group (J) | 0.0 | $584k | 4.6k | 126.03 | |
| Advance Auto Parts (AAP) | 0.0 | $577k | 9.3k | 62.19 | |
| Halozyme Therapeutics (HALO) | 0.0 | $574k | 7.3k | 78.21 | |
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $554k | 5.8k | 94.93 | |
| Exelon Corporation (EXC) | 0.0 | $551k | 12k | 46.59 | |
| Coeur Mng Com New (CDE) | 0.0 | $550k | 34k | 16.33 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $548k | 1.1k | 501.37 | |
| Waters Corporation (WAT) | 0.0 | $548k | 1.5k | 374.83 | |
| Nike CL B (NKE) | 0.0 | $548k | 13k | 41.07 | |
| Bunge Global Sa Com Shs (BG) | 0.0 | $539k | 5.1k | 106.71 | |
| Essential Utils (WTRG) | 0.0 | $537k | 14k | 38.30 | |
| Enterprise Products Partners (EPD) | 0.0 | $534k | 15k | 36.76 | |
| One Gas (OGS) | 0.0 | $534k | 6.9k | 77.03 | |
| Blackrock Util & Infrastrctu (BUI) | 0.0 | $534k | 18k | 29.02 | |
| Ross Stores (ROST) | 0.0 | $532k | 2.5k | 212.80 | |
| Aon Shs Cl A (AON) | 0.0 | $529k | 1.6k | 331.66 | |
| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.0 | $528k | 456.00 | 1157.89 | |
| Coupang Cl A (CPNG) | 0.0 | $526k | 30k | 17.36 | |
| Noble Corp Ord Shs A (NE) | 0.0 | $524k | 14k | 37.32 | |
| Mueller Industries (MLI) | 0.0 | $522k | 4.3k | 122.82 | |
| Northwest Natural Holdin (NWN) | 0.0 | $520k | 11k | 49.10 | |
| Ishares Msci Japn Smcetf (SCJ) | 0.0 | $516k | 4.9k | 105.22 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $507k | 6.2k | 82.11 | |
| EastGroup Properties (EGP) | 0.0 | $506k | 2.5k | 202.40 | |
| M&T Bank Corporation (MTB) | 0.0 | $501k | 2.1k | 238.23 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $492k | 2.1k | 229.37 | |
| Corteva (CTVA) | 0.0 | $488k | 5.8k | 84.60 | |
| eBay (EBAY) | 0.0 | $482k | 4.3k | 111.68 | |
| Zions Bancorporation (ZION) | 0.0 | $481k | 7.0k | 69.15 | |
| Advanced Micro Devices (AMD) | 0.0 | $475k | 817.00 | 581.40 | |
| MDU Resources (MDU) | 0.0 | $470k | 22k | 21.21 | |
| Boeing Company (BA) | 0.0 | $470k | 2.2k | 216.29 | |
| Anglogold Ashanti Com Shs (AU) | 0.0 | $469k | 5.8k | 80.86 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $469k | 3.4k | 137.58 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $468k | 3.0k | 158.11 | |
| Cummins (CMI) | 0.0 | $466k | 654.00 | 712.54 | |
| Valero Energy Corporation (VLO) | 0.0 | $464k | 1.8k | 260.24 | |
| Xylem (XYL) | 0.0 | $463k | 3.9k | 118.32 | |
| Atlassian Corporation Call Call Option (TEAM) | 0.0 | $461k | 5.9k | 77.50 | |
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $459k | 1.4k | 334.79 | |
| Tapestry (TPR) | 0.0 | $458k | 3.1k | 146.42 | |
| Eupraxia Pharmaceuticals (EPRX) | 0.0 | $452k | 69k | 6.60 | |
| Aptiv Com Shs (APTV) | 0.0 | $446k | 7.3k | 61.33 | |
| Qxo Com New (QXO) | 0.0 | $446k | 26k | 17.27 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $444k | 4.1k | 107.43 | |
| Everest Re Group (EG) | 0.0 | $437k | 1.2k | 357.32 | |
| Tronox Holdings SHS (TROX) | 0.0 | $433k | 69k | 6.30 | |
| Barrick Mng Corp Com Shs (B) | 0.0 | $428k | 12k | 36.74 | |
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $426k | 2.3k | 184.02 | |
| Gitlab Call Call Option (GTLB) | 0.0 | $415k | 14k | 30.67 | |
| Trekor Metals | 0.0 | $414k | 60k | 6.87 | |
| Rxo Common Stock (RXO) | 0.0 | $411k | 15k | 27.58 | |
| Hershey Company (HSY) | 0.0 | $408k | 2.3k | 175.48 | |
| FutureFuel (FF) | 0.0 | $405k | 90k | 4.52 | |
| Thomsoncorp (TRI) | 0.0 | $393k | 4.8k | 81.60 | |
| 3M Company (MMM) | 0.0 | $393k | 2.4k | 161.73 | |
| Chart Industries (GTLS) | 0.0 | $393k | 1.9k | 208.71 | |
| Etsy Note 0.125%10/0 (Principal) | 0.0 | $388k | 381k | 1.02 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.0 | $388k | 7.7k | 50.71 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $379k | 3.4k | 112.26 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $374k | 1.8k | 212.98 | |
| Hain Celestial (HAIN) | 0.0 | $371k | 663k | 0.56 | |
| Public Service Enterprise (PEG) | 0.0 | $366k | 4.5k | 81.24 | |
| Allstate Corporation (ALL) | 0.0 | $365k | 1.5k | 237.94 | |
| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 0.0 | $361k | 4.4k | 81.66 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $357k | 3.0k | 117.78 | |
| Smucker J M Com New (SJM) | 0.0 | $353k | 3.1k | 112.49 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $353k | 6.3k | 56.03 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $352k | 673.00 | 523.03 | |
| Or Royalties Com Shs (OR) | 0.0 | $350k | 11k | 31.67 | |
| Owens Corning (OC) | 0.0 | $349k | 2.2k | 158.85 | |
| McDonald's Corporation (MCD) | 0.0 | $348k | 1.3k | 270.19 | |
| Cadiz Com New (CDZI) | 0.0 | $347k | 83k | 4.19 | |
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $347k | 4.2k | 83.17 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $346k | 1.2k | 280.16 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $342k | 12k | 28.84 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $342k | 4.8k | 71.68 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $342k | 3.6k | 95.96 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $340k | 6.1k | 55.50 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $339k | 2.2k | 151.14 | |
| Edwards Lifesciences (EW) | 0.0 | $339k | 3.8k | 90.40 | |
| Vanguard World Materials Etf (VAW) | 0.0 | $337k | 1.5k | 228.47 | |
| Xcel Energy (XEL) | 0.0 | $335k | 4.2k | 80.24 | |
| Pinterest Cl A (PINS) | 0.0 | $331k | 16k | 21.02 | |
| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $330k | 13k | 25.05 | |
| Cigna Corp (CI) | 0.0 | $327k | 1.2k | 275.95 | |
| Etsy Note 0.125% 9/0 (Principal) | 0.0 | $326k | 345k | 0.94 | |
| Amer (UHAL) | 0.0 | $324k | 5.0k | 65.40 | |
| Dt Midstream Common Stock (DTM) | 0.0 | $322k | 2.2k | 146.56 | |
| Southstate Bk Corp (SSB) | 0.0 | $321k | 3.2k | 99.84 | |
| Realty Income (O) | 0.0 | $318k | 5.1k | 61.95 | |
| Omega Healthcare Investors (OHI) | 0.0 | $316k | 6.6k | 47.73 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.0 | $311k | 3.6k | 86.53 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $307k | 4.4k | 70.48 | |
| Air Products & Chemicals (APD) | 0.0 | $307k | 1.0k | 292.94 | |
| Weyerhaeuser Com New (WY) | 0.0 | $307k | 13k | 23.93 | |
| Monday Call Call Option (MNDY) | 0.0 | $307k | 4.2k | 73.33 | |
| BP Sponsored Adr (BP) | 0.0 | $305k | 8.2k | 36.97 | |
| Booking Holdings (BKNG) | 0.0 | $303k | 1.7k | 178.24 | |
| Ida (IDA) | 0.0 | $303k | 2.0k | 151.50 | |
| MetLife (MET) | 0.0 | $295k | 3.5k | 84.70 | |
| General Motors Company (GM) | 0.0 | $294k | 3.8k | 76.98 | |
| Honeywell International (HON) | 0.0 | $292k | 1.3k | 223.93 | |
| Proshares Tr Pet Care Etf (PAWZ) | 0.0 | $290k | 6.0k | 47.96 | |
| Chewy Cl A (CHWY) | 0.0 | $288k | 15k | 19.65 | |
| American States Water Company (AWR) | 0.0 | $288k | 3.5k | 82.64 | |
| Ezcorp Cl A Non Vtg (EZPW) | 0.0 | $287k | 8.3k | 34.60 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $286k | 561.00 | 509.80 | |
| Hilton Grand Vacations (HGV) | 0.0 | $281k | 5.4k | 52.43 | |
| Danaher Corporation (DHR) | 0.0 | $281k | 1.5k | 190.25 | |
| L3harris Technologies (LHX) | 0.0 | $273k | 939.00 | 290.73 | |
| D.R. Horton (DHI) | 0.0 | $269k | 1.6k | 163.13 | |
| Albemarle Corporation (ALB) | 0.0 | $268k | 2.0k | 134.81 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $268k | 3.6k | 75.34 | |
| Trane Technologies SHS (TT) | 0.0 | $267k | 544.00 | 490.81 | |
| Rockwell Automation (ROK) | 0.0 | $267k | 540.00 | 494.44 | |
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $267k | 1.3k | 200.15 | |
| Dropbox Note 3/0 (Principal) | 0.0 | $267k | 265k | 1.01 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $263k | 712.00 | 369.38 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $262k | 11k | 25.01 | |
| Inspiremd (NSPR) | 0.0 | $258k | 369k | 0.70 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $256k | 8.4k | 30.48 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $253k | 1.5k | 170.72 | |
| Altria (MO) | 0.0 | $246k | 3.4k | 71.89 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $244k | 4.8k | 50.37 | |
| Argan (AGX) | 0.0 | $244k | 306.00 | 797.39 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $240k | 7.1k | 33.80 | |
| First Solar (FSLR) | 0.0 | $237k | 1.0k | 236.06 | |
| Paychex (PAYX) | 0.0 | $236k | 2.4k | 98.25 | |
| Japan Smaller Capitalizaion Fund (JOF) | 0.0 | $236k | 20k | 11.80 | |
| Morgan Stanley Com New (MS) | 0.0 | $236k | 1.1k | 209.41 | |
| Millrose Pptys Com Cl A (MRP) | 0.0 | $230k | 7.7k | 29.99 | |
| CSX Corporation (CSX) | 0.0 | $230k | 4.8k | 47.61 | |
| Cbre Group Cl A (CBRE) | 0.0 | $230k | 1.7k | 134.50 | |
| IDEXX Laboratories (IDXX) | 0.0 | $229k | 435.00 | 526.44 | |
| Bwx Technologies (BWXT) | 0.0 | $227k | 1.2k | 194.85 | |
| Albany Intl Corp Cl A (AIN) | 0.0 | $224k | 3.0k | 74.67 | |
| Haleon Spon Ads (HLN) | 0.0 | $224k | 24k | 9.35 | |
| Universal Hlth Svcs CL B (UHS) | 0.0 | $223k | 1.5k | 148.67 | |
| Vericel (VCEL) | 0.0 | $222k | 5.0k | 44.40 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $222k | 979.00 | 226.76 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $220k | 726.00 | 303.03 | |
| Freshworks Class A Com (FRSH) | 0.0 | $220k | 22k | 10.11 | |
| Celanese Corporation (CE) | 0.0 | $219k | 4.8k | 46.01 | |
| Coherent Corp (COHR) | 0.0 | $218k | 553.00 | 394.21 | |
| Murphy Usa (MUSA) | 0.0 | $216k | 400.00 | 540.00 | |
| Spdr Series Trust St Str Sp Metal (XME) | 0.0 | $214k | 2.0k | 107.00 | |
| Nexstar Media Group Common Stock (NXST) | 0.0 | $214k | 1.2k | 178.33 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $212k | 484.00 | 438.02 | |
| Yum! Brands (YUM) | 0.0 | $211k | 1.3k | 159.85 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $210k | 412.00 | 509.71 | |
| Quaker Chemical Corporation (KWR) | 0.0 | $207k | 1.3k | 159.23 | |
| Eledon Pharmaceuticals (ELDN) | 0.0 | $204k | 52k | 3.93 | |
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.0 | $203k | 4.0k | 50.75 | |
| Gold Fields Sponsored Adr (GFI) | 0.0 | $202k | 6.0k | 33.67 | |
| CMS Energy Corporation (CMS) | 0.0 | $202k | 2.6k | 76.63 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $202k | 493.00 | 409.74 | |
| Roku Com Cl A (ROKU) | 0.0 | $201k | 1.5k | 137.95 | |
| Alkami Technology (ALKT) | 0.0 | $198k | 11k | 18.08 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $192k | 20k | 9.60 | |
| I-80 Gold Corp (IAUX) | 0.0 | $189k | 130k | 1.45 | |
| Telus Ord (TU) | 0.0 | $188k | 18k | 10.55 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $185k | 14k | 13.21 | |
| ConAgra Foods (CAG) | 0.0 | $180k | 13k | 13.46 | |
| Sensus Healthcare (SRTS) | 0.0 | $166k | 55k | 3.02 | |
| ACCO Brands Corporation (ACCO) | 0.0 | $160k | 39k | 4.15 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $156k | 49k | 3.21 | |
| Western Union Company (WU) | 0.0 | $156k | 20k | 7.68 | |
| Lyft Cl A Com (LYFT) | 0.0 | $155k | 11k | 14.62 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $146k | 13k | 10.86 | |
| Replimune Group Call Call Option (REPL) | 0.0 | $144k | 13k | 11.10 | |
| Equinox Gold Corp equities (EQX) | 0.0 | $125k | 13k | 9.73 | |
| Liberty All Star Equity Sh Ben Int (USA) | 0.0 | $113k | 19k | 5.82 | |
| Huntsman Corp Call Call Option (HUN) | 0.0 | $110k | 11k | 10.56 | |
| New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP) | 0.0 | $105k | 26k | 4.04 | |
| Star Hldgs Shs Ben Int (STHO) | 0.0 | $100k | 11k | 9.10 | |
| Blue Owl Capital Com Cl A (OWL) | 0.0 | $100k | 11k | 8.78 | |
| Lithium Argentina Com Shs (LAR) | 0.0 | $99k | 12k | 8.25 | |
| Tmc The Metals Company (TMC) | 0.0 | $89k | 20k | 4.45 | |
| Ioneer Sponsored Ads (IONR) | 0.0 | $87k | 20k | 4.35 | |
| Fortuna Mng Corp Com New (FSM) | 0.0 | $87k | 10k | 8.45 | |
| Novagold Resources Com New (NG) | 0.0 | $78k | 13k | 6.00 | |
| Os Therapies Incorporated Com New (OSTX) | 0.0 | $70k | 37k | 1.91 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $62k | 15k | 4.13 | |
| Seritage Growth Pptys Cl A (SRG) | 0.0 | $55k | 21k | 2.62 | |
| Coty Com Cl A (COTY) | 0.0 | $43k | 20k | 2.15 | |
| Digital Brands Group Com New (DBGI) | 0.0 | $22k | 29k | 0.76 | |
| Birks Group Cl A Com (BGI) | 0.0 | $10k | 17k | 0.59 | |
| Heron Therapeutics (HRTX) | 0.0 | $5.0k | 11k | 0.44 | |
| Northann Corp (NCL) | 0.0 | $5.0k | 31k | 0.16 |