Kimelman & Baird as of Sept. 30, 2024
Portfolio Holdings for Kimelman & Baird
Kimelman & Baird holds 364 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $72M | 308k | 233.00 | |
| Copart (CPRT) | 5.4 | $67M | 1.3M | 52.40 | |
| Costco Wholesale Corporation (COST) | 4.6 | $58M | 65k | 886.52 | |
| JPMorgan Chase & Co. (JPM) | 4.3 | $54M | 257k | 210.86 | |
| Microsoft Corporation (MSFT) | 4.3 | $54M | 125k | 430.30 | |
| Amazon (AMZN) | 4.2 | $53M | 283k | 186.33 | |
| Blackstone Group Inc Com Cl A (BX) | 4.0 | $50M | 327k | 153.13 | |
| Home Depot (HD) | 3.9 | $49M | 122k | 405.20 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $47M | 284k | 165.85 | |
| Waste Management (WM) | 3.6 | $45M | 217k | 207.60 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $42M | 85k | 493.80 | |
| TJX Companies (TJX) | 3.2 | $40M | 341k | 117.54 | |
| Owens Corning (OC) | 2.9 | $36M | 205k | 176.52 | |
| Waste Connections (WCN) | 2.7 | $34M | 191k | 178.82 | |
| Eli Lilly & Co. (LLY) | 2.6 | $32M | 37k | 885.94 | |
| Bank of America Corporation (BAC) | 2.6 | $32M | 808k | 39.68 | |
| Visa Com Cl A (V) | 2.4 | $30M | 110k | 274.95 | |
| Honeywell International (HON) | 2.1 | $27M | 130k | 206.71 | |
| Union Pacific Corporation (UNP) | 2.1 | $26M | 105k | 246.48 | |
| Uber Technologies (UBER) | 2.0 | $25M | 331k | 75.16 | |
| Teleflex Incorporated (TFX) | 2.0 | $25M | 100k | 247.32 | |
| International Business Machines (IBM) | 1.8 | $23M | 103k | 221.08 | |
| United Parcel Service CL B (UPS) | 1.5 | $19M | 138k | 136.34 | |
| Merck & Co (MRK) | 1.5 | $19M | 163k | 113.56 | |
| Dover Corporation (DOV) | 1.5 | $18M | 96k | 191.74 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $18M | 34k | 517.78 | |
| Nike CL B (NKE) | 1.3 | $17M | 188k | 88.40 | |
| Digimarc Corporation (DMRC) | 1.2 | $16M | 582k | 26.88 | |
| Linde SHS (LIN) | 1.2 | $15M | 31k | 476.86 | |
| Norfolk Southern (NSC) | 1.1 | $14M | 57k | 248.50 | |
| Emerson Electric (EMR) | 1.0 | $13M | 119k | 109.37 | |
| Walt Disney Company (DIS) | 1.0 | $13M | 133k | 96.19 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $12M | 104k | 117.22 | |
| McDonald's Corporation (MCD) | 0.7 | $8.6M | 28k | 304.51 | |
| Nextera Energy (NEE) | 0.6 | $7.1M | 84k | 84.53 | |
| Steris Shs Usd (STE) | 0.6 | $7.0M | 29k | 242.54 | |
| Abbvie (ABBV) | 0.5 | $6.7M | 34k | 197.48 | |
| Nucor Corporation (NUE) | 0.5 | $6.3M | 42k | 150.34 | |
| Chevron Corporation (CVX) | 0.5 | $6.3M | 43k | 147.27 | |
| NVIDIA Corporation (NVDA) | 0.5 | $6.2M | 51k | 121.44 | |
| Camden National Corporation (CAC) | 0.5 | $6.2M | 150k | 41.32 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.2M | 37k | 167.19 | |
| M&T Bank Corporation (MTB) | 0.4 | $5.3M | 30k | 178.12 | |
| Amgen (AMGN) | 0.4 | $5.3M | 16k | 322.21 | |
| Shell Spon Ads (SHEL) | 0.3 | $4.4M | 66k | 65.95 | |
| Procter & Gamble Company (PG) | 0.3 | $4.0M | 23k | 173.20 | |
| Abbott Laboratories (ABT) | 0.3 | $3.4M | 30k | 114.01 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $2.9M | 13k | 223.09 | |
| 4068594 Enphase Energy (ENPH) | 0.2 | $2.6M | 23k | 113.02 | |
| Dupont De Nemours (DD) | 0.2 | $2.6M | 29k | 89.11 | |
| Ge Aerospace Com New (GE) | 0.2 | $2.4M | 13k | 188.58 | |
| Travelers Companies (TRV) | 0.2 | $2.0M | 8.5k | 234.12 | |
| Minerals Technologies (MTX) | 0.2 | $1.9M | 25k | 77.23 | |
| Dow (DOW) | 0.1 | $1.7M | 32k | 54.63 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.7M | 23k | 73.67 | |
| Kimco Realty Corporation (KIM) | 0.1 | $1.7M | 73k | 23.22 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.7M | 10k | 162.06 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.5M | 35k | 41.77 | |
| Ecolab (ECL) | 0.1 | $1.4M | 5.7k | 255.33 | |
| Unilever Spon Adr New (UL) | 0.1 | $1.4M | 22k | 64.96 | |
| Sensient Technologies Corporation (SXT) | 0.1 | $1.4M | 17k | 80.22 | |
| Pfizer (PFE) | 0.1 | $1.4M | 47k | 28.94 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | 5.5k | 243.06 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.3M | 12k | 109.53 | |
| SYSCO Corporation (SYY) | 0.1 | $1.3M | 17k | 78.06 | |
| Cisco Systems (CSCO) | 0.1 | $1.3M | 24k | 53.22 | |
| EOG Resources (EOG) | 0.1 | $1.2M | 10k | 122.93 | |
| Philip Morris International (PM) | 0.1 | $1.1M | 9.3k | 121.40 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.1M | 21k | 51.74 | |
| Wendy's/arby's Group (WEN) | 0.1 | $1.0M | 59k | 17.52 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.0M | 7.1k | 142.28 | |
| General Mills (GIS) | 0.1 | $1.0M | 14k | 73.85 | |
| Trane Technologies SHS (TT) | 0.1 | $997k | 2.6k | 388.73 | |
| Colgate-Palmolive Company (CL) | 0.1 | $986k | 9.5k | 103.81 | |
| ConocoPhillips (COP) | 0.1 | $974k | 9.3k | 105.28 | |
| Utz Brands Com Cl A (UTZ) | 0.1 | $964k | 55k | 17.70 | |
| International Flavors & Fragrances (IFF) | 0.1 | $946k | 9.0k | 104.93 | |
| First Ban (FNLC) | 0.1 | $898k | 34k | 26.32 | |
| Kroger (KR) | 0.1 | $877k | 15k | 57.30 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $836k | 15k | 57.67 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $788k | 6.9k | 115.02 | |
| Genuine Parts Company (GPC) | 0.1 | $768k | 5.5k | 139.68 | |
| 3M Company (MMM) | 0.1 | $738k | 5.4k | 136.70 | |
| Vistra Energy (VST) | 0.1 | $735k | 6.2k | 118.54 | |
| Qualcomm (QCOM) | 0.1 | $697k | 4.1k | 170.05 | |
| Coca-Cola Company (KO) | 0.1 | $695k | 9.7k | 71.86 | |
| H.B. Fuller Company (FUL) | 0.1 | $687k | 8.7k | 79.38 | |
| Ball Corporation (BALL) | 0.1 | $684k | 10k | 67.91 | |
| Quaker Chemical Corporation (KWR) | 0.1 | $673k | 4.0k | 168.49 | |
| Ge Vernova (GEV) | 0.1 | $667k | 2.6k | 254.98 | |
| Fmc Corp Com New (FMC) | 0.1 | $659k | 10k | 65.94 | |
| UnitedHealth (UNH) | 0.0 | $616k | 1.1k | 584.65 | |
| International Paper Company (IP) | 0.0 | $611k | 13k | 48.85 | |
| NiSource (NI) | 0.0 | $587k | 17k | 34.65 | |
| News Corp Cl A (NWSA) | 0.0 | $584k | 22k | 26.63 | |
| Meta Platforms Cl A (META) | 0.0 | $574k | 1.0k | 572.44 | |
| Cigna Corp (CI) | 0.0 | $556k | 1.6k | 346.44 | |
| Smucker J M Com New (SJM) | 0.0 | $545k | 4.5k | 121.10 | |
| Pepsi (PEP) | 0.0 | $540k | 3.2k | 170.02 | |
| Palo Alto Networks (PANW) | 0.0 | $513k | 1.5k | 341.80 | |
| Smurfit Westrock SHS (SW) | 0.0 | $511k | 10k | 49.42 | |
| Corteva (CTVA) | 0.0 | $453k | 7.7k | 58.79 | |
| Ashland (ASH) | 0.0 | $411k | 4.7k | 86.97 | |
| Hess (HES) | 0.0 | $407k | 3.0k | 135.80 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $398k | 3.4k | 116.96 | |
| American Express Company (AXP) | 0.0 | $387k | 1.4k | 271.20 | |
| Lumentum Hldgs (LITE) | 0.0 | $377k | 5.9k | 63.38 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $372k | 649.00 | 573.76 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $358k | 679.00 | 527.67 | |
| Wal-Mart Stores (WMT) | 0.0 | $337k | 4.2k | 80.76 | |
| Williams-Sonoma (WSM) | 0.0 | $332k | 2.1k | 154.89 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $310k | 1.5k | 206.57 | |
| Orion Engineered Carbons (OEC) | 0.0 | $308k | 17k | 17.81 | |
| General Dynamics Corporation (GD) | 0.0 | $302k | 1.0k | 302.20 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $288k | 5.0k | 57.62 | |
| Starbucks Corporation (SBUX) | 0.0 | $275k | 2.8k | 97.49 | |
| Netflix (NFLX) | 0.0 | $266k | 375.00 | 709.27 | |
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $254k | 6.7k | 37.71 | |
| Evergy (EVRG) | 0.0 | $251k | 4.1k | 62.01 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $246k | 4.1k | 59.74 | |
| ConAgra Foods (CAG) | 0.0 | $236k | 7.3k | 32.52 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $230k | 500.00 | 460.26 | |
| Westlake Chemical Corporation (WLK) | 0.0 | $225k | 1.5k | 150.29 | |
| Skyworks Solutions (SWKS) | 0.0 | $222k | 2.3k | 98.77 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $207k | 9.7k | 21.30 | |
| Eaton Corp SHS (ETN) | 0.0 | $198k | 597.00 | 331.44 | |
| BlackRock MuniVest Fund (MVF) | 0.0 | $198k | 26k | 7.60 | |
| Stryker Corporation (SYK) | 0.0 | $181k | 500.00 | 361.26 | |
| LCNB (LCNB) | 0.0 | $173k | 12k | 15.07 | |
| Enbridge (ENB) | 0.0 | $171k | 4.2k | 40.61 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $171k | 1.8k | 93.85 | |
| Shopify Cl A (SHOP) | 0.0 | $160k | 2.0k | 80.14 | |
| Lennar Corp Cl A (LEN) | 0.0 | $155k | 825.00 | 187.48 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $154k | 1.3k | 115.30 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $154k | 942.00 | 162.91 | |
| Lamb Weston Hldgs (LW) | 0.0 | $152k | 2.3k | 64.74 | |
| Blackrock Munivest Fund II (MVT) | 0.0 | $151k | 13k | 11.39 | |
| Altria (MO) | 0.0 | $142k | 2.8k | 51.04 | |
| Diageo Spon Adr New (DEO) | 0.0 | $140k | 1.0k | 140.34 | |
| Verizon Communications (VZ) | 0.0 | $138k | 3.1k | 44.91 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $136k | 2.0k | 68.12 | |
| Keurig Dr Pepper (KDP) | 0.0 | $134k | 3.6k | 37.48 | |
| Key (KEY) | 0.0 | $134k | 8.0k | 16.75 | |
| Ameriprise Financial (AMP) | 0.0 | $132k | 280.00 | 469.81 | |
| Sempra Energy (SRE) | 0.0 | $125k | 1.5k | 83.63 | |
| EQT Corporation (EQT) | 0.0 | $124k | 3.4k | 36.64 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $122k | 1.7k | 71.86 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $120k | 939.00 | 128.20 | |
| Schlumberger Com Stk (SLB) | 0.0 | $116k | 2.8k | 41.95 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $116k | 3.4k | 33.86 | |
| FedEx Corporation (FDX) | 0.0 | $115k | 420.00 | 273.68 | |
| Deere & Company (DE) | 0.0 | $114k | 273.00 | 417.33 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $112k | 641.00 | 174.57 | |
| Applied Materials (AMAT) | 0.0 | $104k | 516.00 | 202.21 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $104k | 500.00 | 207.19 | |
| CSX Corporation (CSX) | 0.0 | $104k | 3.0k | 34.53 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $100k | 261.00 | 383.93 | |
| Kinder Morgan (KMI) | 0.0 | $99k | 4.5k | 22.09 | |
| Tesla Motors (TSLA) | 0.0 | $98k | 375.00 | 261.63 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $97k | 1.1k | 85.85 | |
| Cummins (CMI) | 0.0 | $97k | 300.00 | 323.79 | |
| At&t (T) | 0.0 | $94k | 4.3k | 22.00 | |
| Kraft Heinz (KHC) | 0.0 | $91k | 2.6k | 35.11 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $89k | 900.00 | 98.51 | |
| Phillips 66 (PSX) | 0.0 | $82k | 625.00 | 131.45 | |
| Public Service Enterprise (PEG) | 0.0 | $80k | 900.00 | 89.21 | |
| Pimco Municipal Income Fund (PMF) | 0.0 | $80k | 7.7k | 10.32 | |
| Dime Cmnty Bancshares (DCOM) | 0.0 | $79k | 2.7k | 28.80 | |
| Newmont Mining Corporation (NEM) | 0.0 | $76k | 1.4k | 53.45 | |
| Fiserv (FI) | 0.0 | $72k | 400.00 | 179.65 | |
| Paramount Global Class B Com (PARA) | 0.0 | $70k | 6.6k | 10.62 | |
| Boeing Company (BA) | 0.0 | $67k | 440.00 | 152.04 | |
| Zimmer Holdings (ZBH) | 0.0 | $65k | 600.00 | 107.95 | |
| Arcadium Lithium Com Shs | 0.0 | $64k | 23k | 2.85 | |
| Ingersoll Rand (IR) | 0.0 | $61k | 626.00 | 98.16 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $58k | 692.00 | 84.17 | |
| CF Industries Holdings (CF) | 0.0 | $58k | 675.00 | 85.80 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $57k | 54.00 | 1051.24 | |
| Cdw (CDW) | 0.0 | $57k | 250.00 | 226.30 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $56k | 883.00 | 63.26 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $55k | 456.00 | 121.16 | |
| Target Corporation (TGT) | 0.0 | $55k | 350.00 | 155.86 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $54k | 700.00 | 77.18 | |
| Shake Shack Cl A (SHAK) | 0.0 | $52k | 500.00 | 103.21 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $51k | 694.00 | 73.42 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $50k | 428.00 | 117.29 | |
| Motorola Solutions Com New (MSI) | 0.0 | $50k | 110.00 | 449.64 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $49k | 130.00 | 375.38 | |
| Alliant Energy Corporation (LNT) | 0.0 | $49k | 800.00 | 60.69 | |
| Allegion Ord Shs (ALLE) | 0.0 | $49k | 333.00 | 145.74 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $48k | 300.00 | 159.58 | |
| Loews Corporation (L) | 0.0 | $48k | 601.00 | 79.05 | |
| Fabrinet SHS (FN) | 0.0 | $47k | 200.00 | 236.44 | |
| Intuit (INTU) | 0.0 | $47k | 75.00 | 621.00 | |
| Church & Dwight (CHD) | 0.0 | $46k | 440.00 | 104.72 | |
| Lowe's Companies (LOW) | 0.0 | $46k | 170.00 | 270.85 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $46k | 521.00 | 88.28 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $46k | 55.00 | 833.25 | |
| Us Bancorp Del Com New (USB) | 0.0 | $46k | 1.0k | 45.73 | |
| Williams Companies (WMB) | 0.0 | $46k | 1.0k | 45.65 | |
| Mosaic (MOS) | 0.0 | $46k | 1.7k | 26.78 | |
| Progressive Corporation (PGR) | 0.0 | $44k | 175.00 | 253.76 | |
| Oge Energy Corp (OGE) | 0.0 | $43k | 1.1k | 41.02 | |
| Xcel Energy (XEL) | 0.0 | $43k | 652.00 | 65.30 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $42k | 542.00 | 78.05 | |
| Marriott Intl Cl A (MAR) | 0.0 | $42k | 170.00 | 248.60 | |
| Dominion Resources (D) | 0.0 | $42k | 730.00 | 57.79 | |
| Roper Industries (ROP) | 0.0 | $42k | 75.00 | 556.44 | |
| CenterPoint Energy (CNP) | 0.0 | $41k | 1.4k | 29.42 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $41k | 763.00 | 53.70 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $41k | 1.1k | 36.41 | |
| Churchill Downs (CHDN) | 0.0 | $41k | 300.00 | 135.21 | |
| Open Text Corp (OTEX) | 0.0 | $40k | 1.2k | 33.28 | |
| Caterpillar (CAT) | 0.0 | $39k | 100.00 | 391.12 | |
| Yum! Brands (YUM) | 0.0 | $39k | 276.00 | 139.71 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $38k | 375.00 | 101.27 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $38k | 284.00 | 132.25 | |
| WestAmerica Ban (WABC) | 0.0 | $37k | 740.00 | 49.42 | |
| Chubb (CB) | 0.0 | $36k | 125.00 | 288.39 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $34k | 910.00 | 37.70 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $34k | 269.00 | 125.62 | |
| Tcg Bdc (CGBD) | 0.0 | $33k | 2.0k | 16.97 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $33k | 650.00 | 50.79 | |
| Darden Restaurants (DRI) | 0.0 | $33k | 200.00 | 164.13 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $31k | 747.00 | 41.82 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $30k | 300.00 | 99.69 | |
| Dell Technologies CL C (DELL) | 0.0 | $30k | 252.00 | 118.54 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $28k | 662.00 | 41.72 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $28k | 300.00 | 92.03 | |
| UGI Corporation (UGI) | 0.0 | $26k | 1.1k | 25.02 | |
| Ford Motor Company (F) | 0.0 | $25k | 2.4k | 10.56 | |
| MetLife (MET) | 0.0 | $25k | 300.00 | 82.48 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $25k | 247.00 | 99.45 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $24k | 700.00 | 34.05 | |
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $23k | 401.00 | 57.07 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $21k | 506.00 | 42.33 | |
| DNP Select Income Fund (DNP) | 0.0 | $20k | 2.0k | 10.04 | |
| Skechers U S A Cl A | 0.0 | $20k | 300.00 | 66.92 | |
| Newmark Group Cl A (NMRK) | 0.0 | $20k | 1.3k | 15.53 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $20k | 250.00 | 78.69 | |
| Intel Corporation (INTC) | 0.0 | $18k | 768.00 | 23.47 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $18k | 902.00 | 19.73 | |
| Medtronic SHS (MDT) | 0.0 | $17k | 191.00 | 90.03 | |
| Cohen & Steers Tax Advan P (PTA) | 0.0 | $17k | 800.00 | 21.04 | |
| Gilead Sciences (GILD) | 0.0 | $17k | 200.00 | 83.84 | |
| Proshares Tr Short S&p 500 Ne | 0.0 | $16k | 1.5k | 10.85 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $16k | 1.8k | 8.82 | |
| Viatris (VTRS) | 0.0 | $15k | 1.3k | 11.61 | |
| Campbell Soup Company (CPB) | 0.0 | $15k | 300.00 | 48.92 | |
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $14k | 1.1k | 13.20 | |
| Walgreen Boots Alliance | 0.0 | $14k | 1.6k | 8.96 | |
| Apollo Global Mgmt (APO) | 0.0 | $14k | 112.00 | 124.91 | |
| Evertec (EVTC) | 0.0 | $14k | 401.00 | 33.86 | |
| Corning Incorporated (GLW) | 0.0 | $14k | 300.00 | 45.15 | |
| Valero Energy Corporation (VLO) | 0.0 | $14k | 100.00 | 135.03 | |
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $13k | 800.00 | 16.60 | |
| Owl Rock Capital Corporation (OBDC) | 0.0 | $13k | 900.00 | 14.57 | |
| Edison International (EIX) | 0.0 | $13k | 150.00 | 87.09 | |
| Sealed Air (SEE) | 0.0 | $13k | 356.00 | 36.30 | |
| Yum China Holdings (YUMC) | 0.0 | $12k | 276.00 | 45.02 | |
| Legg Mason Bw Global Income (BWG) | 0.0 | $12k | 1.4k | 8.84 | |
| Noodles & Co Com Cl A (NDLS) | 0.0 | $12k | 10k | 1.20 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $12k | 300.00 | 39.82 | |
| Canadian Natural Resources (CNQ) | 0.0 | $12k | 350.00 | 33.21 | |
| Wec Energy Group (WEC) | 0.0 | $11k | 116.00 | 96.18 | |
| Etsy (ETSY) | 0.0 | $11k | 200.00 | 55.53 | |
| Helmerich & Payne (HP) | 0.0 | $11k | 350.00 | 30.42 | |
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $11k | 161.00 | 65.75 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $11k | 275.00 | 38.46 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $11k | 150.00 | 69.72 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $10k | 200.00 | 51.54 | |
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.0 | $10k | 500.00 | 20.21 | |
| Automatic Data Processing (ADP) | 0.0 | $10k | 36.00 | 276.75 | |
| Putnam Premier Income Tr Sh Ben Int (PPT) | 0.0 | $9.4k | 2.5k | 3.73 | |
| WesBan (WSBC) | 0.0 | $8.9k | 300.00 | 29.78 | |
| iRobot Corporation (IRBT) | 0.0 | $8.7k | 1.0k | 8.69 | |
| Organon & Co Common Stock (OGN) | 0.0 | $8.6k | 452.00 | 19.13 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $8.4k | 157.00 | 53.63 | |
| Cme (CME) | 0.0 | $8.4k | 38.00 | 220.66 | |
| Eastman Chemical Company (EMN) | 0.0 | $8.1k | 72.00 | 111.96 | |
| Unifi Com New (UFI) | 0.0 | $7.3k | 1.0k | 7.34 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $7.2k | 73.00 | 98.11 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.9k | 841.00 | 8.25 | |
| Nuveen Multi Asset Income Fu (NMAI) | 0.0 | $6.9k | 522.00 | 13.22 | |
| Proshares Tr Short Qqq (PSQ) | 0.0 | $6.3k | 160.00 | 39.44 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $5.9k | 225.00 | 26.03 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $5.8k | 250.00 | 23.30 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $5.8k | 75.00 | 77.29 | |
| BlackRock | 0.0 | $5.7k | 6.00 | 949.67 | |
| Advisorshares Tr Ranger Equity Be (HDGE) | 0.0 | $5.6k | 300.00 | 18.70 | |
| Metropcs Communications (TMUS) | 0.0 | $3.7k | 18.00 | 206.39 | |
| Humana (HUM) | 0.0 | $2.9k | 9.00 | 316.78 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $2.8k | 19.00 | 148.53 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $2.6k | 90.00 | 29.31 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $2.4k | 81.00 | 29.73 | |
| Compass Minerals International (CMP) | 0.0 | $2.4k | 200.00 | 12.02 | |
| Chemours (CC) | 0.0 | $2.0k | 100.00 | 20.32 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.8k | 18.00 | 100.11 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $1.6k | 32.00 | 51.34 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.6k | 9.00 | 178.22 | |
| S&p Global (SPGI) | 0.0 | $1.6k | 3.00 | 516.67 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.5k | 9.00 | 164.11 | |
| Super Group Sghc Ord Shs (SGHC) | 0.0 | $1.5k | 400.00 | 3.63 | |
| Keysight Technologies (KEYS) | 0.0 | $1.4k | 9.00 | 159.00 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $1.4k | 1.00 | 1428.00 | |
| Moody's Corporation (MCO) | 0.0 | $1.4k | 3.00 | 474.67 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $1.3k | 17.00 | 77.47 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.2k | 2.00 | 619.00 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.2k | 19.00 | 64.84 | |
| Cameco Corporation (CCJ) | 0.0 | $1.1k | 23.00 | 47.78 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $1.0k | 12.00 | 85.58 | |
| Getty Images Holdings Cl A Com (GETY) | 0.0 | $990.990000 | 260.00 | 3.81 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $987.000500 | 29.00 | 34.03 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $971.999600 | 22.00 | 44.18 | |
| Now (DNOW) | 0.0 | $969.997500 | 75.00 | 12.93 | |
| Zimvie (ZIMV) | 0.0 | $952.998000 | 60.00 | 15.88 | |
| Denison Mines Corp (DNN) | 0.0 | $946.988900 | 517.00 | 1.83 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $931.000200 | 13.00 | 71.62 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $920.000000 | 40.00 | 23.00 | |
| Servicenow (NOW) | 0.0 | $895.000000 | 1.00 | 895.00 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $884.995300 | 133.00 | 6.65 | |
| Nexgen Energy (NXE) | 0.0 | $856.006400 | 131.00 | 6.53 | |
| Oracle Corporation (ORCL) | 0.0 | $852.000000 | 5.00 | 170.40 | |
| Canadian Natl Ry (CNI) | 0.0 | $820.999900 | 7.00 | 117.29 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $814.000200 | 13.00 | 62.62 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $750.997500 | 55.00 | 13.65 | |
| Block Cl A (XYZ) | 0.0 | $738.999800 | 11.00 | 67.18 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $711.000000 | 24.00 | 29.62 | |
| Iqvia Holdings (IQV) | 0.0 | $711.000000 | 3.00 | 237.00 | |
| Acv Auctions Com Cl A (ACVA) | 0.0 | $670.998900 | 33.00 | 20.33 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $667.999800 | 9.00 | 74.22 | |
| Marvell Technology (MRVL) | 0.0 | $649.999800 | 9.00 | 72.22 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $648.999000 | 30.00 | 21.63 | |
| Xerox Holdings Corp Com New (XRX) | 0.0 | $633.997400 | 61.00 | 10.39 | |
| Okta Cl A (OKTA) | 0.0 | $595.000000 | 8.00 | 74.38 | |
| Expedia Group Com New (EXPE) | 0.0 | $593.000000 | 4.00 | 148.25 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $573.000000 | 8.00 | 71.62 | |
| Hp (HPQ) | 0.0 | $538.999500 | 15.00 | 35.93 | |
| Confluent Class A Com (CFLT) | 0.0 | $490.000800 | 24.00 | 20.42 | |
| Eastman Kodak Com New (KODK) | 0.0 | $472.000000 | 100.00 | 4.72 | |
| Analog Devices (ADI) | 0.0 | $461.000000 | 2.00 | 230.50 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $460.999800 | 6.00 | 76.83 | |
| Xpel (XPEL) | 0.0 | $434.000000 | 10.00 | 43.40 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $397.000000 | 8.00 | 49.62 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $376.000000 | 10.00 | 37.60 | |
| Faraday Future Intlgt Elec I Com New Cl A (FFAI) | 0.0 | $359.000000 | 125.00 | 2.87 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $349.000000 | 5.00 | 69.80 | |
| Suncor Energy (SU) | 0.0 | $333.000000 | 9.00 | 37.00 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $322.000000 | 7.00 | 46.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $307.000500 | 15.00 | 20.47 | |
| Conduent Incorporate (CNDT) | 0.0 | $303.000000 | 75.00 | 4.04 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $298.000000 | 10.00 | 29.80 | |
| Five Below (FIVE) | 0.0 | $266.000100 | 3.00 | 88.67 | |
| Nektar Therapeutics | 0.0 | $260.000000 | 200.00 | 1.30 | |
| Veren Com New | 0.0 | $259.001400 | 42.00 | 6.17 | |
| PG&E Corporation (PCG) | 0.0 | $258.000600 | 13.00 | 19.85 | |
| Lumen Technologies (LUMN) | 0.0 | $241.998400 | 34.00 | 7.12 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $238.999800 | 6.00 | 39.83 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $126.999900 | 3.00 | 42.33 | |
| XP Cl A (XP) | 0.0 | $54.000000 | 3.00 | 18.00 | |
| Gopro Cl A (GPRO) | 0.0 | $34.000000 | 25.00 | 1.36 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $18.000000 | 4.00 | 4.50 | |
| Palatin Technologies Com New (PTNT) | 0.0 | $2.000000 | 2.00 | 1.00 | |
| Resideo Technologies (REZI) | 0.0 | $0 | 0 | 0.00 |