Kimelman & Baird as of Dec. 31, 2024
Portfolio Holdings for Kimelman & Baird
Kimelman & Baird holds 355 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $76M | 302k | 250.42 | |
| Copart (CPRT) | 5.7 | $72M | 1.2M | 57.39 | |
| Amazon (AMZN) | 4.9 | $61M | 279k | 219.39 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $60M | 249k | 239.71 | |
| Costco Wholesale Corporation (COST) | 4.6 | $58M | 64k | 916.27 | |
| Blackstone Group Inc Com Cl A (BX) | 4.4 | $55M | 320k | 172.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $53M | 278k | 189.30 | |
| Microsoft Corporation (MSFT) | 4.2 | $52M | 124k | 421.50 | |
| Home Depot (HD) | 3.7 | $47M | 120k | 388.99 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $44M | 83k | 526.57 | |
| Waste Management (WM) | 3.4 | $43M | 213k | 201.79 | |
| TJX Companies (TJX) | 3.3 | $41M | 340k | 120.81 | |
| Bank of America Corporation (BAC) | 2.8 | $35M | 803k | 43.95 | |
| Owens Corning (OC) | 2.8 | $35M | 205k | 170.32 | |
| Eli Lilly & Co. (LLY) | 2.7 | $34M | 45k | 772.00 | |
| Visa Com Cl A (V) | 2.7 | $34M | 109k | 316.04 | |
| Waste Connections (WCN) | 2.6 | $32M | 188k | 171.58 | |
| Honeywell International (HON) | 2.3 | $29M | 129k | 225.89 | |
| Union Pacific Corporation (UNP) | 1.9 | $23M | 102k | 228.04 | |
| International Business Machines (IBM) | 1.8 | $23M | 104k | 219.83 | |
| Digimarc Corporation (DMRC) | 1.7 | $22M | 583k | 37.45 | |
| Uber Technologies (UBER) | 1.6 | $20M | 334k | 60.32 | |
| Dover Corporation (DOV) | 1.4 | $18M | 96k | 187.60 | |
| United Parcel Service CL B (UPS) | 1.4 | $18M | 139k | 126.10 | |
| Merck & Co (MRK) | 1.3 | $16M | 163k | 99.48 | |
| KAR Auction Services (KAR) | 1.3 | $16M | 796k | 19.84 | |
| Walt Disney Company (DIS) | 1.1 | $14M | 129k | 111.35 | |
| Linde SHS (LIN) | 1.1 | $14M | 33k | 418.67 | |
| Nike CL B (NKE) | 1.1 | $14M | 178k | 75.67 | |
| Norfolk Southern (NSC) | 1.1 | $13M | 57k | 234.70 | |
| Emerson Electric (EMR) | 1.1 | $13M | 108k | 123.93 | |
| Teleflex Incorporated (TFX) | 0.9 | $12M | 65k | 177.98 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $11M | 98k | 107.57 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $9.6M | 22k | 444.67 | |
| McDonald's Corporation (MCD) | 0.6 | $8.1M | 28k | 289.89 | |
| NVIDIA Corporation (NVDA) | 0.6 | $7.2M | 53k | 134.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $6.5M | 34k | 190.44 | |
| Camden National Corporation (CAC) | 0.5 | $6.4M | 150k | 42.74 | |
| M&T Bank Corporation (MTB) | 0.4 | $5.6M | 30k | 188.01 | |
| Abbvie (ABBV) | 0.4 | $5.5M | 31k | 177.70 | |
| Chevron Corporation (CVX) | 0.4 | $5.5M | 38k | 144.84 | |
| Steris Shs Usd (STE) | 0.4 | $5.3M | 26k | 205.56 | |
| Nextera Energy (NEE) | 0.4 | $4.9M | 69k | 71.69 | |
| Nucor Corporation (NUE) | 0.3 | $4.4M | 38k | 116.71 | |
| Shell Spon Ads (SHEL) | 0.3 | $4.1M | 66k | 62.65 | |
| Amgen (AMGN) | 0.3 | $3.9M | 15k | 260.64 | |
| Abbott Laboratories (ABT) | 0.3 | $3.4M | 30k | 113.11 | |
| Procter & Gamble Company (PG) | 0.3 | $3.3M | 20k | 167.65 | |
| Marsh & McLennan Companies (MMC) | 0.2 | $2.7M | 13k | 212.41 | |
| Dupont De Nemours (DD) | 0.2 | $2.2M | 29k | 76.25 | |
| Travelers Companies equities | 0.2 | $2.1M | 8.5k | 240.89 | |
| Minerals Technologies (MTX) | 0.2 | $1.9M | 25k | 76.21 | |
| Ge Aerospace Com New (GE) | 0.1 | $1.7M | 10k | 166.79 | |
| Kimco Realty Corporation (KIM) | 0.1 | $1.7M | 73k | 23.43 | |
| Johnson & Johnson (JNJ) | 0.1 | $1.5M | 10k | 144.62 | |
| Cisco Systems (CSCO) | 0.1 | $1.4M | 24k | 59.20 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.4M | 23k | 59.73 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | 5.5k | 242.13 | |
| Ecolab (ECL) | 0.1 | $1.3M | 5.7k | 234.32 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.3M | 35k | 37.53 | |
| Dow (DOW) | 0.1 | $1.3M | 32k | 40.13 | |
| SYSCO Corporation (SYY) | 0.1 | $1.3M | 17k | 76.46 | |
| Pfizer (PFE) | 0.1 | $1.2M | 47k | 26.53 | |
| EOG Resources (EOG) | 0.1 | $1.2M | 10k | 122.58 | |
| Sensient Technologies Corporation (SXT) | 0.1 | $1.2M | 17k | 71.26 | |
| Unilever Spon Adr New (UL) | 0.1 | $1.2M | 22k | 56.70 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.2M | 21k | 56.56 | |
| Philip Morris International (PM) | 0.1 | $1.1M | 9.3k | 120.35 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.0M | 12k | 86.31 | |
| Wendy's/arby's Group (WEN) | 0.1 | $960k | 59k | 16.30 | |
| Trane Technologies SHS (TT) | 0.1 | $947k | 2.6k | 369.35 | |
| Kroger (KR) | 0.1 | $936k | 15k | 61.15 | |
| First Ban (FNLC) | 0.1 | $933k | 34k | 27.35 | |
| ConocoPhillips (COP) | 0.1 | $917k | 9.3k | 99.17 | |
| Vistra Energy (VST) | 0.1 | $855k | 6.2k | 137.87 | |
| Utz Brands Com Cl A (UTZ) | 0.1 | $853k | 55k | 15.66 | |
| General Mills (GIS) | 0.1 | $762k | 12k | 63.77 | |
| Spdr Index Shs Fds Glb Nat Resrce (GNR) | 0.1 | $722k | 15k | 49.76 | |
| 3M Company (MMM) | 0.1 | $697k | 5.4k | 129.09 | |
| Ge Vernova (GEV) | 0.1 | $675k | 2.1k | 328.93 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $667k | 6.9k | 97.31 | |
| Genuine Parts Company (GPC) | 0.1 | $642k | 5.5k | 116.76 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $636k | 4.9k | 131.04 | |
| Qualcomm (QCOM) | 0.1 | $630k | 4.1k | 153.62 | |
| News Corp Cl A (NWSA) | 0.0 | $604k | 22k | 27.54 | |
| International Flavors & Fragrances (IFF) | 0.0 | $602k | 7.1k | 84.55 | |
| Meta Platforms Cl A (META) | 0.0 | $587k | 1.0k | 585.51 | |
| H.B. Fuller Company (FUL) | 0.0 | $584k | 8.7k | 67.48 | |
| Quaker Chemical Corporation (KWR) | 0.0 | $562k | 4.0k | 140.76 | |
| Ball Corporation (BALL) | 0.0 | $555k | 10k | 55.13 | |
| Smurfit Westrock SHS (SW) | 0.0 | $552k | 10k | 53.86 | |
| Palo Alto Networks (PANW) | 0.0 | $546k | 3.0k | 181.96 | |
| UnitedHealth (UNH) | 0.0 | $533k | 1.1k | 505.83 | |
| NiSource (NI) | 0.0 | $513k | 14k | 36.76 | |
| Coca-Cola Company (KO) | 0.0 | $509k | 8.2k | 62.26 | |
| Lumentum Hldgs (LITE) | 0.0 | $499k | 5.9k | 83.95 | |
| Smucker J M Com New (SJM) | 0.0 | $496k | 4.5k | 110.12 | |
| Fmc Corp Com New (FMC) | 0.0 | $486k | 10k | 48.61 | |
| Pepsi (PEP) | 0.0 | $483k | 3.2k | 152.04 | |
| Cigna Corp (CI) | 0.0 | $444k | 1.6k | 276.14 | |
| Corteva (CTVA) | 0.0 | $439k | 7.7k | 56.96 | |
| International Paper Company (IP) | 0.0 | $431k | 8.0k | 53.82 | |
| Hess (HES) | 0.0 | $399k | 3.0k | 133.01 | |
| Williams-Sonoma (WSM) | 0.0 | $397k | 2.1k | 185.14 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $392k | 3.4k | 115.22 | |
| Wal-Mart Stores (WMT) | 0.0 | $378k | 4.2k | 90.36 | |
| American Express Company (AXP) | 0.0 | $371k | 1.3k | 296.79 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $366k | 679.00 | 538.81 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $351k | 599.00 | 586.08 | |
| Ashland (ASH) | 0.0 | $338k | 4.7k | 71.46 | |
| Netflix (NFLX) | 0.0 | $334k | 375.00 | 891.32 | |
| Colgate-Palmolive Company (CL) | 0.0 | $318k | 3.5k | 90.91 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $302k | 5.0k | 60.30 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $281k | 1.5k | 187.51 | |
| General Dynamics Corporation (GD) | 0.0 | $264k | 1.0k | 263.49 | |
| Starbucks Corporation (SBUX) | 0.0 | $257k | 2.8k | 91.25 | |
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $252k | 6.7k | 37.46 | |
| Evergy (EVRG) | 0.0 | $250k | 4.1k | 61.55 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $227k | 500.00 | 453.28 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $220k | 9.7k | 22.64 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $208k | 4.1k | 50.52 | |
| ConAgra Foods (CAG) | 0.0 | $202k | 7.3k | 27.75 | |
| Skyworks Solutions (SWKS) | 0.0 | $200k | 2.3k | 88.68 | |
| Eaton Corp SHS (ETN) | 0.0 | $198k | 597.00 | 331.87 | |
| BlackRock MuniVest Fund (MVF) | 0.0 | $183k | 26k | 7.04 | |
| Stryker Corporation (SYK) | 0.0 | $180k | 500.00 | 360.05 | |
| Enbridge (ENB) | 0.0 | $179k | 4.2k | 42.43 | |
| LCNB (LCNB) | 0.0 | $174k | 12k | 15.13 | |
| Westlake Chemical Corporation (WLK) | 0.0 | $172k | 1.5k | 114.65 | |
| Shopify Cl A (SHOP) | 0.0 | $160k | 1.5k | 106.33 | |
| EQT Corporation (EQT) | 0.0 | $156k | 3.4k | 46.11 | |
| Tesla Motors (TSLA) | 0.0 | $151k | 375.00 | 403.84 | |
| Altria (MO) | 0.0 | $145k | 2.8k | 52.29 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $144k | 1.3k | 107.74 | |
| Blackrock Munivest Fund II (MVT) | 0.0 | $140k | 13k | 10.55 | |
| Key (KEY) | 0.0 | $137k | 8.0k | 17.14 | |
| Sempra Energy (SRE) | 0.0 | $132k | 1.5k | 87.72 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $131k | 942.00 | 139.50 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $131k | 1.7k | 76.83 | |
| Diageo Spon Adr New (DEO) | 0.0 | $127k | 1.0k | 127.13 | |
| Kinder Morgan (KMI) | 0.0 | $123k | 4.5k | 27.40 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $120k | 939.00 | 127.59 | |
| Deere & Company (DE) | 0.0 | $116k | 273.00 | 423.70 | |
| Arcadium Lithium Com Shs | 0.0 | $115k | 23k | 5.13 | |
| Keurig Dr Pepper (KDP) | 0.0 | $115k | 3.6k | 32.12 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $114k | 900.00 | 127.10 | |
| Lennar Corp Cl A (LEN) | 0.0 | $113k | 825.00 | 136.37 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $112k | 2.0k | 56.19 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $109k | 641.00 | 169.30 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $107k | 261.00 | 410.44 | |
| Ameriprise Financial (AMP) | 0.0 | $107k | 200.00 | 532.43 | |
| Schlumberger Com Stk (SLB) | 0.0 | $106k | 2.8k | 38.34 | |
| Cummins (CMI) | 0.0 | $105k | 300.00 | 348.60 | |
| Watts Water Technologies Cl A (WTS) | 0.0 | $102k | 500.00 | 203.30 | |
| FedEx Corporation (FDX) | 0.0 | $100k | 355.00 | 281.33 | |
| At&t (T) | 0.0 | $97k | 4.3k | 22.77 | |
| CSX Corporation (CSX) | 0.0 | $97k | 3.0k | 32.27 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $96k | 3.4k | 28.15 | |
| Applied Materials (AMAT) | 0.0 | $84k | 516.00 | 162.76 | |
| Dime Cmnty Bancshares (DCOM) | 0.0 | $84k | 2.7k | 30.73 | |
| Fiserv (FI) | 0.0 | $82k | 400.00 | 205.42 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $79k | 1.0k | 78.18 | |
| Verizon Communications (VZ) | 0.0 | $78k | 2.0k | 39.99 | |
| Boeing Company (BA) | 0.0 | $78k | 440.00 | 177.00 | |
| Public Service Enterprise (PEG) | 0.0 | $76k | 900.00 | 84.49 | |
| Phillips 66 (PSX) | 0.0 | $71k | 625.00 | 113.93 | |
| Orion Engineered Carbons (OEC) | 0.0 | $71k | 4.5k | 15.79 | |
| Pimco Municipal Income Fund (PMF) | 0.0 | $69k | 7.7k | 8.98 | |
| Paramount Global Class B Com (PARA) | 0.0 | $69k | 6.6k | 10.46 | |
| Lamb Weston Hldgs (LW) | 0.0 | $68k | 1.0k | 66.83 | |
| Shake Shack Cl A (SHAK) | 0.0 | $65k | 500.00 | 129.80 | |
| Zimmer Holdings (ZBH) | 0.0 | $63k | 600.00 | 105.63 | |
| Guardant Health (GH) | 0.0 | $58k | 1.9k | 30.55 | |
| CF Industries Holdings (CF) | 0.0 | $58k | 675.00 | 85.32 | |
| Sylvamo Corp Common Stock (SLVM) | 0.0 | $57k | 727.00 | 79.02 | |
| Ingersoll Rand (IR) | 0.0 | $57k | 626.00 | 90.46 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $54k | 428.00 | 126.75 | |
| Williams Companies (WMB) | 0.0 | $54k | 1.0k | 54.12 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $54k | 700.00 | 76.90 | |
| Newmont Mining Corporation (NEM) | 0.0 | $53k | 1.4k | 37.22 | |
| Raytheon Technologies Corp | 0.0 | $53k | 456.00 | 115.72 | |
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $53k | 692.00 | 76.14 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $52k | 130.00 | 401.58 | |
| Carpenter Technology Corporation (CRS) | 0.0 | $51k | 300.00 | 169.71 | |
| Loews Corporation (L) | 0.0 | $51k | 601.00 | 84.69 | |
| Motorola Solutions Com New (MSI) | 0.0 | $51k | 110.00 | 462.24 | |
| Kraft Heinz (KHC) | 0.0 | $48k | 1.6k | 30.71 | |
| Us Bancorp Del Com New (USB) | 0.0 | $48k | 1.0k | 47.83 | |
| Target Corp equities | 0.0 | $47k | 350.00 | 135.18 | |
| Alliant Energy Corporation (LNT) | 0.0 | $47k | 800.00 | 59.14 | |
| Intuit (INTU) | 0.0 | $47k | 75.00 | 628.51 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.0 | $47k | 694.00 | 67.88 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $47k | 883.00 | 53.24 | |
| Church & Dwight (CHD) | 0.0 | $46k | 440.00 | 104.71 | |
| Marriott Intl Cl A (MAR) | 0.0 | $45k | 160.00 | 278.94 | |
| CenterPoint Energy (CNP) | 0.0 | $44k | 1.4k | 31.73 | |
| Xcel Energy (XEL) | 0.0 | $44k | 652.00 | 67.52 | |
| Fabrinet SHS (FN) | 0.0 | $44k | 200.00 | 219.88 | |
| Oge Energy Corp (OGE) | 0.0 | $44k | 1.1k | 41.25 | |
| Allegion Ord Shs (ALLE) | 0.0 | $44k | 333.00 | 130.68 | |
| Cdw (CDW) | 0.0 | $44k | 250.00 | 174.04 | |
| Lowe's Companies (LOW) | 0.0 | $42k | 170.00 | 246.80 | |
| Progressive Corporation (PGR) | 0.0 | $42k | 175.00 | 239.61 | |
| Mosaic (MOS) | 0.0 | $42k | 1.7k | 24.58 | |
| Churchill Downs (CHDN) | 0.0 | $40k | 300.00 | 133.54 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $39k | 650.00 | 60.50 | |
| Dominion Resources (D) | 0.0 | $39k | 730.00 | 53.86 | |
| Roper Industries (ROP) | 0.0 | $39k | 75.00 | 519.85 | |
| WestAmerica Ban (WABC) | 0.0 | $39k | 740.00 | 52.46 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $39k | 54.00 | 712.33 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $38k | 55.00 | 693.09 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $38k | 542.00 | 70.28 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $38k | 1.1k | 33.39 | |
| Darden Restaurants (DRI) | 0.0 | $37k | 200.00 | 186.69 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $37k | 763.00 | 48.92 | |
| Yum! Brands (YUM) | 0.0 | $37k | 276.00 | 134.16 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $37k | 284.00 | 129.34 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $36k | 375.00 | 96.90 | |
| Caterpillar (CAT) | 0.0 | $36k | 100.00 | 362.76 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $35k | 269.00 | 128.62 | |
| Chubb (CB) | 0.0 | $35k | 125.00 | 276.30 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $34k | 910.00 | 37.42 | |
| Open Text Corp (OTEX) | 0.0 | $34k | 1.2k | 28.32 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $31k | 747.00 | 42.05 | |
| UGI Corporation (UGI) | 0.0 | $30k | 1.1k | 28.23 | |
| Dell Technologies CL C (DELL) | 0.0 | $29k | 252.00 | 115.24 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $27k | 300.00 | 91.03 | |
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $26k | 662.00 | 39.37 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $25k | 506.00 | 48.58 | |
| MetLife (MET) | 0.0 | $25k | 300.00 | 81.88 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $24k | 247.00 | 95.10 | |
| Ford Motor Company (F) | 0.0 | $23k | 2.4k | 9.90 | |
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $23k | 401.00 | 56.26 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $23k | 300.00 | 74.98 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $20k | 700.00 | 29.19 | |
| Skechers U S A Cl A | 0.0 | $20k | 300.00 | 67.24 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $20k | 902.00 | 21.72 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $19k | 250.00 | 77.27 | |
| Apollo Global Mgmt (APO) | 0.0 | $19k | 112.00 | 165.16 | |
| Gilead Sciences (GILD) | 0.0 | $19k | 200.00 | 92.37 | |
| DNP Select Income Fund (DNP) | 0.0 | $18k | 2.0k | 8.82 | |
| Newmark Group Cl A (NMRK) | 0.0 | $16k | 1.3k | 12.81 | |
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $16k | 1.8k | 8.92 | |
| Viatris (VTRS) | 0.0 | $16k | 1.3k | 12.45 | |
| Lumen Technologies (LUMN) | 0.0 | $16k | 2.9k | 5.31 | |
| Intel Corporation (INTC) | 0.0 | $15k | 768.00 | 20.05 | |
| Cohen & Steers Tax Advan P (PTA) | 0.0 | $15k | 800.00 | 19.22 | |
| Medtronic SHS (MDT) | 0.0 | $15k | 191.00 | 79.88 | |
| BlackRock Floating Rate Income Strat. Fn (FRA) | 0.0 | $15k | 1.1k | 13.75 | |
| Walgreen Boots Alliance | 0.0 | $15k | 1.6k | 9.33 | |
| Corning Incorporated (GLW) | 0.0 | $14k | 300.00 | 47.52 | |
| Bain Cap Specialty Fin Com Stk (BCSF) | 0.0 | $14k | 800.00 | 17.52 | |
| Evertec (EVTC) | 0.0 | $14k | 401.00 | 34.50 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $14k | 172.00 | 79.99 | |
| Yum China Holdings (YUMC) | 0.0 | $13k | 276.00 | 48.17 | |
| Campbell Soup Company (CPB) | 0.0 | $13k | 300.00 | 41.88 | |
| Valero Energy Corporation (VLO) | 0.0 | $12k | 100.00 | 122.59 | |
| Sealed Air (SEE) | 0.0 | $12k | 356.00 | 33.83 | |
| Wec Energy Group (WEC) | 0.0 | $11k | 116.00 | 94.04 | |
| Canadian Natural Resources (CNQ) | 0.0 | $11k | 350.00 | 30.87 | |
| Etsy (ETSY) | 0.0 | $11k | 200.00 | 52.89 | |
| Automatic Data Processing (ADP) | 0.0 | $11k | 36.00 | 292.75 | |
| Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $9.9k | 275.00 | 36.09 | |
| Solventum Corp Com Shs (SOLV) | 0.0 | $9.9k | 150.00 | 66.06 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $9.9k | 200.00 | 49.41 | |
| WesBan (WSBC) | 0.0 | $9.8k | 300.00 | 32.54 | |
| Ishares Tr Glb Cnsm Stp Etf (KXI) | 0.0 | $9.7k | 161.00 | 60.29 | |
| Putnam Premier Income Tr Sh Ben Int (PPT) | 0.0 | $9.0k | 2.5k | 3.56 | |
| Cme (CME) | 0.0 | $8.8k | 38.00 | 232.24 | |
| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.0 | $8.8k | 500.00 | 17.53 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $8.5k | 100.00 | 84.79 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $8.1k | 314.00 | 25.83 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $7.8k | 736.00 | 10.57 | |
| iRobot Corporation (IRBT) | 0.0 | $7.8k | 1.0k | 7.75 | |
| Organon & Co Common Stock (OGN) | 0.0 | $6.7k | 452.00 | 14.92 | |
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $6.6k | 250.00 | 26.38 | |
| Eastman Chemical Company (EMN) | 0.0 | $6.6k | 72.00 | 91.33 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $6.4k | 73.00 | 87.34 | |
| Unifi Com New (UFI) | 0.0 | $6.3k | 1.0k | 6.25 | |
| Blackrock (BLK) | 0.0 | $6.2k | 6.00 | 1025.17 | |
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $5.8k | 225.00 | 25.94 | |
| Noodles & Co Com Cl A (NDLS) | 0.0 | $5.8k | 10k | 0.58 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $5.6k | 75.00 | 74.76 | |
| Nebius Group Shs Class A (NBIS) | 0.0 | $4.5k | 161.00 | 27.70 | |
| Metropcs Communications (TMUS) | 0.0 | $4.0k | 18.00 | 220.78 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $3.8k | 55.00 | 68.69 | |
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $3.1k | 138.00 | 22.80 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $2.6k | 19.00 | 134.37 | |
| Super Group Sghc Ord Shs (SGHC) | 0.0 | $2.5k | 400.00 | 6.23 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $2.4k | 90.00 | 27.14 | |
| Humana (HUM) | 0.0 | $2.3k | 9.00 | 253.78 | |
| Compass Minerals International (CMP) | 0.0 | $2.3k | 200.00 | 11.25 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $2.2k | 9.00 | 248.33 | |
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $2.2k | 81.00 | 27.56 | |
| Liberty Media Corp Del Com Lbty Liv S C (LLYVK) | 0.0 | $2.2k | 32.00 | 68.06 | |
| Chemours (CC) | 0.0 | $1.7k | 100.00 | 16.90 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.0 | $1.6k | 17.00 | 92.71 | |
| Alcon Ord Shs (ALC) | 0.0 | $1.5k | 18.00 | 84.94 | |
| S&p Global (SPGI) | 0.0 | $1.5k | 3.00 | 498.33 | |
| Keysight Technologies (KEYS) | 0.0 | $1.4k | 9.00 | 160.67 | |
| Moody's Corporation (MCO) | 0.0 | $1.4k | 3.00 | 473.67 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $1.4k | 19.00 | 74.05 | |
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $1.4k | 40.00 | 34.60 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $1.3k | 1.00 | 1268.00 | |
| Vista Energy S.a.b. De C.v. Sponsored Ads (VIST) | 0.0 | $1.2k | 22.00 | 54.14 | |
| Cameco Corporation (CCJ) | 0.0 | $1.2k | 23.00 | 51.39 | |
| Advanced Micro Devices (AMD) | 0.0 | $1.1k | 9.00 | 120.89 | |
| Servicenow (NOW) | 0.0 | $1.1k | 1.00 | 1061.00 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.0k | 2.00 | 520.50 | |
| Marvell Technology (MRVL) | 0.0 | $995.000400 | 9.00 | 110.56 | |
| Denison Mines Corp (DNN) | 0.0 | $931.013600 | 517.00 | 1.80 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $872.999400 | 13.00 | 67.15 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $869.000400 | 12.00 | 72.42 | |
| Nexgen Energy (NXE) | 0.0 | $865.006100 | 131.00 | 6.60 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $848.000600 | 29.00 | 29.24 | |
| Zimvie (ZIMV) | 0.0 | $837.000000 | 60.00 | 13.95 | |
| Oracle Corporation (ORCL) | 0.0 | $834.000000 | 5.00 | 166.80 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $831.000300 | 13.00 | 63.92 | |
| Expedia Group Com New (EXPE) | 0.0 | $746.000000 | 4.00 | 186.50 | |
| Acv Auctions Com Cl A (ACVA) | 0.0 | $713.001300 | 33.00 | 21.61 | |
| Canadian Natl Ry (CNI) | 0.0 | $710.999800 | 7.00 | 101.57 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $683.000100 | 9.00 | 75.89 | |
| Liberty Media Corp Del Com Lbty One S A (FWONA) | 0.0 | $673.000000 | 8.00 | 84.12 | |
| Confluent Class A Com (CFLT) | 0.0 | $672.000000 | 24.00 | 28.00 | |
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $659.999200 | 133.00 | 4.96 | |
| Eastman Kodak Com New (KODK) | 0.0 | $657.000000 | 100.00 | 6.57 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $652.000800 | 24.00 | 27.17 | |
| Okta Cl A (OKTA) | 0.0 | $631.000000 | 8.00 | 78.88 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $595.000200 | 6.00 | 99.17 | |
| Iqvia Holdings (IQV) | 0.0 | $590.000100 | 3.00 | 196.67 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $569.998000 | 55.00 | 10.36 | |
| Liberty Media Corp Del Com Lbty Liv S A (LLYVA) | 0.0 | $533.000000 | 8.00 | 66.62 | |
| Xerox Holdings Corp Com New (XRX) | 0.0 | $514.998600 | 61.00 | 8.44 | |
| Hp (HPQ) | 0.0 | $490.000500 | 15.00 | 32.67 | |
| Analog Devices (ADI) | 0.0 | $425.000000 | 2.00 | 212.50 | |
| Zoom Communications Cl A (ZM) | 0.0 | $409.000000 | 5.00 | 81.80 | |
| Xpel (XPEL) | 0.0 | $400.000000 | 10.00 | 40.00 | |
| Liberty Global Com Cl C (LBTYK) | 0.0 | $395.001000 | 30.00 | 13.17 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.0 | $335.000000 | 10.00 | 33.50 | |
| Suncor Energy (SU) | 0.0 | $322.000200 | 9.00 | 35.78 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $321.000000 | 15.00 | 21.40 | |
| Five Below (FIVE) | 0.0 | $315.000000 | 3.00 | 105.00 | |
| Conduent Incorporate (CNDT) | 0.0 | $303.000000 | 75.00 | 4.04 | |
| Sprott Fds Tr Uranium Miners E (URNM) | 0.0 | $283.000200 | 7.00 | 40.43 | |
| PG&E Corporation (PCG) | 0.0 | $263.000400 | 13.00 | 20.23 | |
| Sunrise Communications Ads Cl A (SNREY) | 0.0 | $259.000200 | 6.00 | 43.17 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $250.000000 | 10.00 | 25.00 | |
| Atlanta Braves Hldgs Com Ser C (BATRK) | 0.0 | $229.999800 | 6.00 | 38.33 | |
| Veren Com New | 0.0 | $216.001800 | 42.00 | 5.14 | |
| Nektar Therapeutics | 0.0 | $186.000000 | 200.00 | 0.93 | |
| Atlanta Braves Hldgs Com Ser A (BATRA) | 0.0 | $123.000000 | 3.00 | 41.00 | |
| XP Cl A (XP) | 0.0 | $36.000000 | 3.00 | 12.00 | |
| Gopro Cl A (GPRO) | 0.0 | $28.000000 | 25.00 | 1.12 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $18.000000 | 4.00 | 4.50 | |
| Palatin Technologies Com New (PTNT) | 0.0 | $3.000000 | 2.00 | 1.50 |