Penobscot Investment Management Company as of June 30, 2025
Portfolio Holdings for Penobscot Investment Management Company
Penobscot Investment Management Company holds 310 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.9 | $69M | 434k | 157.99 | |
| Microsoft Corporation (MSFT) | 5.6 | $66M | 132k | 497.41 | |
| Apple (AAPL) | 5.1 | $60M | 291k | 205.17 | |
| Broadcom (AVGO) | 4.3 | $50M | 182k | 275.65 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $40M | 138k | 289.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $26M | 147k | 176.23 | |
| Visa Com Cl A (V) | 2.2 | $25M | 71k | 355.05 | |
| Amazon (AMZN) | 2.0 | $23M | 106k | 219.39 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.0 | $23M | 37k | 617.85 | |
| Costco Wholesale Corporation (COST) | 1.9 | $22M | 22k | 989.92 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.8 | $21M | 39k | 551.64 | |
| Mastercard Incorporated Cl A (MA) | 1.7 | $20M | 36k | 561.94 | |
| Stryker Corporation (SYK) | 1.4 | $17M | 42k | 395.63 | |
| Amphenol Corp Cl A (APH) | 1.4 | $16M | 166k | 98.75 | |
| Sherwin-Williams Company (SHW) | 1.4 | $16M | 47k | 343.36 | |
| Home Depot (HD) | 1.3 | $15M | 41k | 366.64 | |
| Spdr Series Trust Bloomberg Invt (FLRN) | 1.2 | $15M | 473k | 30.83 | |
| Intercontinental Exchange (ICE) | 1.2 | $14M | 79k | 183.47 | |
| Nextera Energy (NEE) | 1.2 | $14M | 206k | 69.42 | |
| Abbvie (ABBV) | 1.2 | $14M | 76k | 185.62 | |
| Automatic Data Processing (ADP) | 1.2 | $14M | 45k | 308.40 | |
| Quanta Services (PWR) | 1.1 | $13M | 36k | 378.08 | |
| TJX Companies (TJX) | 1.1 | $13M | 108k | 123.49 | |
| Meta Platforms Cl A (META) | 1.0 | $12M | 16k | 738.10 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $12M | 65k | 177.39 | |
| Danaher Corporation (DHR) | 1.0 | $11M | 58k | 197.54 | |
| Procter & Gamble Company (PG) | 0.9 | $11M | 68k | 159.32 | |
| Cintas Corporation (CTAS) | 0.8 | $9.7M | 44k | 222.87 | |
| S&p Global (SPGI) | 0.8 | $9.5M | 18k | 527.30 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.8 | $8.8M | 32k | 278.88 | |
| Johnson & Johnson (JNJ) | 0.7 | $8.5M | 56k | 152.75 | |
| Eli Lilly & Co. (LLY) | 0.7 | $8.1M | 10k | 779.53 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $8.1M | 27k | 298.89 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.8M | 16k | 485.78 | |
| Cisco Systems (CSCO) | 0.7 | $7.7M | 111k | 69.38 | |
| Air Products & Chemicals (APD) | 0.6 | $7.6M | 27k | 282.06 | |
| Adobe Systems Incorporated (ADBE) | 0.6 | $7.4M | 19k | 386.88 | |
| Wal-Mart Stores (WMT) | 0.6 | $7.3M | 75k | 97.78 | |
| Intuit (INTU) | 0.6 | $7.0M | 8.9k | 787.63 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $6.8M | 47k | 146.02 | |
| Kla Corp Com New (KLAC) | 0.6 | $6.7M | 7.5k | 895.68 | |
| Deere & Company (DE) | 0.6 | $6.6M | 13k | 508.50 | |
| Illinois Tool Works (ITW) | 0.6 | $6.6M | 27k | 247.25 | |
| Pepsi (PEP) | 0.6 | $6.5M | 50k | 132.04 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $6.4M | 125k | 51.02 | |
| Travelers Companies (TRV) | 0.5 | $6.2M | 23k | 267.54 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $6.0M | 56k | 107.80 | |
| Abbott Laboratories (ABT) | 0.5 | $5.9M | 43k | 136.01 | |
| HEICO Corporation (HEI) | 0.5 | $5.7M | 17k | 328.00 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $5.6M | 14k | 405.46 | |
| UnitedHealth (UNH) | 0.5 | $5.6M | 18k | 311.97 | |
| Chevron Corporation (CVX) | 0.5 | $5.5M | 39k | 143.19 | |
| Linde SHS (LIN) | 0.5 | $5.3M | 11k | 469.19 | |
| Church & Dwight (CHD) | 0.4 | $5.1M | 53k | 96.11 | |
| Bank of America Corporation (BAC) | 0.4 | $5.1M | 108k | 47.32 | |
| Blackrock (BLK) | 0.4 | $4.9M | 4.7k | 1049.32 | |
| Deckers Outdoor Corporation (DECK) | 0.4 | $4.8M | 47k | 103.07 | |
| Astrazeneca Sponsored Adr | 0.4 | $4.7M | 67k | 69.88 | |
| Amgen (AMGN) | 0.4 | $4.7M | 17k | 279.21 | |
| Palo Alto Networks (PANW) | 0.4 | $4.7M | 23k | 204.64 | |
| Boston Scientific Corporation (BSX) | 0.4 | $4.6M | 43k | 107.41 | |
| Tetra Tech (TTEK) | 0.4 | $4.4M | 121k | 35.96 | |
| Arista Networks Com Shs (ANET) | 0.3 | $4.0M | 39k | 102.31 | |
| Honeywell International (HON) | 0.3 | $4.0M | 17k | 232.88 | |
| Emerson Electric (EMR) | 0.3 | $4.0M | 30k | 133.33 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $4.0M | 7.3k | 543.43 | |
| D.R. Horton (DHI) | 0.3 | $3.9M | 30k | 128.92 | |
| Union Pacific Corporation (UNP) | 0.3 | $3.9M | 17k | 230.08 | |
| Roper Industries (ROP) | 0.3 | $3.7M | 6.4k | 566.85 | |
| United Rentals (URI) | 0.3 | $3.6M | 4.8k | 753.39 | |
| Nasdaq Omx (NDAQ) | 0.3 | $3.6M | 40k | 89.42 | |
| Comfort Systems USA (FIX) | 0.3 | $3.5M | 6.6k | 536.21 | |
| Oracle Corporation (ORCL) | 0.3 | $3.5M | 16k | 218.63 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $3.5M | 136k | 25.42 | |
| Metropcs Communications (TMUS) | 0.3 | $3.4M | 14k | 238.26 | |
| Brown & Brown (BRO) | 0.3 | $3.3M | 29k | 110.87 | |
| Applied Materials (AMAT) | 0.3 | $3.2M | 18k | 183.07 | |
| Caterpillar (CAT) | 0.3 | $3.2M | 8.3k | 388.21 | |
| AFLAC Incorporated (AFL) | 0.3 | $3.2M | 30k | 105.46 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $3.1M | 5.5k | 566.48 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $3.1M | 26k | 121.01 | |
| AutoZone (AZO) | 0.3 | $3.1M | 833.00 | 3712.23 | |
| Cadence Design Systems (CDNS) | 0.3 | $3.1M | 10k | 308.15 | |
| Republic Services (RSG) | 0.3 | $3.1M | 12k | 246.61 | |
| McDonald's Corporation (MCD) | 0.3 | $3.0M | 10k | 292.17 | |
| Citigroup Com New (C) | 0.3 | $3.0M | 35k | 85.12 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $2.9M | 44k | 67.44 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.9M | 33k | 89.39 | |
| Oneok (OKE) | 0.2 | $2.9M | 35k | 81.63 | |
| Fiserv (FI) | 0.2 | $2.8M | 17k | 172.41 | |
| CSX Corporation (CSX) | 0.2 | $2.8M | 86k | 32.63 | |
| Cummins (CMI) | 0.2 | $2.8M | 8.5k | 327.50 | |
| Analog Devices (ADI) | 0.2 | $2.7M | 11k | 238.02 | |
| Wec Energy Group (WEC) | 0.2 | $2.6M | 25k | 104.20 | |
| American Express Company (AXP) | 0.2 | $2.6M | 8.1k | 318.98 | |
| Chubb (CB) | 0.2 | $2.5M | 8.6k | 289.72 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $2.5M | 21k | 118.01 | |
| Merck & Co (MRK) | 0.2 | $2.4M | 31k | 79.16 | |
| Walt Disney Company (DIS) | 0.2 | $2.4M | 19k | 124.01 | |
| International Business Machines (IBM) | 0.2 | $2.4M | 8.1k | 294.78 | |
| Ameriprise Financial (AMP) | 0.2 | $2.3M | 4.3k | 533.73 | |
| Coca-Cola Company (KO) | 0.2 | $2.3M | 32k | 70.75 | |
| Labcorp Holdings Com Shs (LH) | 0.2 | $2.2M | 8.5k | 262.51 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $2.2M | 3.2k | 698.47 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.2M | 26k | 82.86 | |
| Ge Aerospace Com New (GE) | 0.2 | $2.1M | 8.3k | 257.38 | |
| Pfizer (PFE) | 0.2 | $2.1M | 86k | 24.24 | |
| 3M Company (MMM) | 0.2 | $2.0M | 13k | 152.24 | |
| salesforce (CRM) | 0.2 | $2.0M | 7.4k | 272.69 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.0M | 2.5k | 801.47 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $2.0M | 6.5k | 303.93 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $2.0M | 4.3k | 463.14 | |
| Marriott Intl Cl A (MAR) | 0.2 | $2.0M | 7.2k | 273.20 | |
| PNC Financial Services (PNC) | 0.2 | $2.0M | 11k | 186.42 | |
| Lowe's Companies (LOW) | 0.2 | $2.0M | 8.8k | 221.87 | |
| Corning Incorporated (GLW) | 0.2 | $2.0M | 37k | 52.59 | |
| Equifax (EFX) | 0.2 | $1.9M | 7.4k | 259.37 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.2 | $1.9M | 81k | 23.33 | |
| Nucor Corporation (NUE) | 0.2 | $1.9M | 15k | 129.54 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.9M | 25k | 75.82 | |
| Trane Technologies SHS (TT) | 0.2 | $1.9M | 4.3k | 437.41 | |
| Nike CL B (NKE) | 0.2 | $1.9M | 26k | 71.04 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.9M | 27k | 69.02 | |
| Morgan Stanley Com New (MS) | 0.2 | $1.8M | 13k | 140.86 | |
| Schlumberger Com Stk (SLB) | 0.2 | $1.8M | 54k | 33.80 | |
| Casey's General Stores (CASY) | 0.1 | $1.7M | 3.4k | 510.27 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $1.7M | 79k | 21.98 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.7M | 21k | 83.48 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.7M | 11k | 157.76 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.7M | 16k | 109.29 | |
| Avery Dennison Corporation (AVY) | 0.1 | $1.7M | 9.6k | 175.47 | |
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.7M | 5.2k | 320.14 | |
| Insight Enterprises (NSIT) | 0.1 | $1.6M | 12k | 138.09 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.6M | 34k | 48.24 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.6M | 13k | 119.09 | |
| Spdr Series Trust Portfolio Short (SPSB) | 0.1 | $1.6M | 52k | 30.19 | |
| Booking Holdings (BKNG) | 0.1 | $1.5M | 266.00 | 5789.24 | |
| Carrier Global Corporation (CARR) | 0.1 | $1.5M | 21k | 73.19 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.5M | 14k | 112.00 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.5M | 3.0k | 499.98 | |
| Rockwell Automation (ROK) | 0.1 | $1.5M | 4.5k | 332.17 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 728800.00 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.4M | 6.9k | 207.62 | |
| FactSet Research Systems (FDS) | 0.1 | $1.4M | 3.2k | 447.28 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.4M | 18k | 80.12 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.4M | 15k | 91.63 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $1.4M | 14k | 97.34 | |
| Zoetis Cl A (ZTS) | 0.1 | $1.4M | 8.9k | 155.95 | |
| Ecolab (ECL) | 0.1 | $1.3M | 5.0k | 269.44 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.3M | 11k | 118.00 | |
| Tractor Supply Company (TSCO) | 0.1 | $1.3M | 25k | 52.77 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.3M | 3.2k | 396.52 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | 5.8k | 215.77 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $1.2M | 20k | 64.10 | |
| At&t (T) | 0.1 | $1.2M | 42k | 28.94 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.2M | 50k | 23.83 | |
| Steris Shs Usd (STE) | 0.1 | $1.1M | 4.6k | 240.22 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | 3.0k | 356.99 | |
| Verizon Communications (VZ) | 0.1 | $1.1M | 25k | 43.27 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $1.0M | 43k | 24.27 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $1.0M | 49k | 21.04 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.0M | 839.00 | 1213.00 | |
| Rollins (ROL) | 0.1 | $1.0M | 18k | 56.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.0M | 4.4k | 226.47 | |
| Constellation Brands Cl A (STZ) | 0.1 | $991k | 6.1k | 162.68 | |
| Fastenal Company (FAST) | 0.1 | $974k | 23k | 42.00 | |
| MetLife (MET) | 0.1 | $945k | 12k | 80.42 | |
| Eversource Energy (ES) | 0.1 | $917k | 14k | 63.62 | |
| Tesla Motors (TSLA) | 0.1 | $911k | 2.9k | 317.66 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $907k | 9.0k | 100.95 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $903k | 18k | 51.44 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $901k | 5.0k | 181.74 | |
| Fabrinet SHS (FN) | 0.1 | $893k | 3.0k | 294.68 | |
| Diageo Spon Adr New (DEO) | 0.1 | $892k | 8.8k | 100.84 | |
| Ishares Tr Ibonds 2027 Term (IBHG) | 0.1 | $882k | 39k | 22.54 | |
| Ishares Tr Ibonds Oct 2028 (IBIE) | 0.1 | $880k | 34k | 26.28 | |
| Dupont De Nemours (DD) | 0.1 | $832k | 12k | 68.59 | |
| Carpenter Technology Corporation (CRS) | 0.1 | $829k | 3.0k | 276.38 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $806k | 33k | 24.25 | |
| Becton, Dickinson and (BDX) | 0.1 | $805k | 4.7k | 172.25 | |
| Intel Corporation (INTC) | 0.1 | $765k | 34k | 22.40 | |
| Garmin SHS (GRMN) | 0.1 | $763k | 3.7k | 208.72 | |
| Phillips 66 (PSX) | 0.1 | $760k | 6.4k | 119.30 | |
| Ge Vernova (GEV) | 0.1 | $741k | 1.4k | 529.29 | |
| Kkr & Co (KKR) | 0.1 | $732k | 5.5k | 133.03 | |
| Bristol Myers Squibb (BMY) | 0.1 | $723k | 16k | 46.29 | |
| General Dynamics Corporation (GD) | 0.1 | $713k | 2.4k | 291.66 | |
| Essential Utils (WTRG) | 0.1 | $705k | 19k | 37.14 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $702k | 2.5k | 279.83 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $696k | 20k | 35.69 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $696k | 2.3k | 304.83 | |
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $692k | 2.7k | 253.27 | |
| Edwards Lifesciences (EW) | 0.1 | $684k | 8.7k | 78.21 | |
| Applied Industrial Technologies (AIT) | 0.1 | $670k | 2.9k | 232.45 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $645k | 8.8k | 73.45 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $638k | 1.0k | 620.94 | |
| SYSCO Corporation (SYY) | 0.1 | $638k | 8.4k | 75.74 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $626k | 20k | 30.68 | |
| Philip Morris International (PM) | 0.1 | $611k | 3.4k | 182.13 | |
| Advanced Micro Devices (AMD) | 0.1 | $595k | 4.2k | 141.91 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $587k | 5.9k | 99.02 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $583k | 3.9k | 148.92 | |
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $578k | 5.3k | 108.53 | |
| Sterling Construction Company (STRL) | 0.0 | $577k | 2.5k | 230.73 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $560k | 2.7k | 207.32 | |
| Allstate Corporation (ALL) | 0.0 | $559k | 2.8k | 201.31 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $553k | 1.3k | 424.58 | |
| NOVA MEASURING Instruments L (NVMI) | 0.0 | $550k | 2.0k | 275.20 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $544k | 2.3k | 237.00 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $527k | 4.5k | 117.17 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $526k | 793.00 | 663.28 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $521k | 4.0k | 128.92 | |
| Iron Mountain (IRM) | 0.0 | $517k | 5.0k | 102.57 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $508k | 2.5k | 204.67 | |
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $506k | 9.5k | 53.21 | |
| Lennox International (LII) | 0.0 | $504k | 879.00 | 573.24 | |
| Moody's Corporation (MCO) | 0.0 | $494k | 985.00 | 501.59 | |
| Us Bancorp Del Com New (USB) | 0.0 | $490k | 11k | 45.25 | |
| Marsh & McLennan Companies | 0.0 | $479k | 2.2k | 218.64 | |
| Curtiss-Wright (CW) | 0.0 | $479k | 980.00 | 488.55 | |
| EOG Resources (EOG) | 0.0 | $468k | 3.9k | 119.61 | |
| PPG Industries (PPG) | 0.0 | $466k | 4.1k | 113.75 | |
| Paychex (PAYX) | 0.0 | $447k | 3.1k | 145.46 | |
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.0 | $447k | 11k | 40.66 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $439k | 5.6k | 78.03 | |
| Stanley Black & Decker (SWK) | 0.0 | $437k | 6.5k | 67.75 | |
| Target Corporation (TGT) | 0.0 | $436k | 4.4k | 98.65 | |
| Corteva (CTVA) | 0.0 | $430k | 5.8k | 74.53 | |
| American Electric Power Company (AEP) | 0.0 | $419k | 4.0k | 103.76 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $418k | 17k | 24.44 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $415k | 6.9k | 60.03 | |
| O'reilly Automotive (ORLY) | 0.0 | $412k | 4.6k | 90.13 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $412k | 7.2k | 57.01 | |
| Netflix (NFLX) | 0.0 | $410k | 306.00 | 1339.00 | |
| Southern Company (SO) | 0.0 | $407k | 4.4k | 91.83 | |
| McKesson Corporation (MCK) | 0.0 | $407k | 555.00 | 732.78 | |
| RPM International (RPM) | 0.0 | $400k | 3.6k | 109.84 | |
| IDEXX Laboratories (IDXX) | 0.0 | $397k | 740.00 | 536.34 | |
| ConocoPhillips (COP) | 0.0 | $392k | 4.4k | 89.74 | |
| Mettler-Toledo International (MTD) | 0.0 | $370k | 315.00 | 1174.72 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $370k | 3.0k | 121.36 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $367k | 16k | 22.93 | |
| Paccar (PCAR) | 0.0 | $361k | 3.8k | 95.06 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $359k | 2.4k | 149.58 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $357k | 810.00 | 440.66 | |
| Gilead Sciences (GILD) | 0.0 | $355k | 3.2k | 110.87 | |
| Paypal Holdings (PYPL) | 0.0 | $353k | 4.8k | 74.32 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $353k | 13k | 26.91 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $352k | 670.00 | 525.00 | |
| American Water Works (AWK) | 0.0 | $351k | 2.5k | 139.11 | |
| West Pharmaceutical Services (WST) | 0.0 | $344k | 1.6k | 218.80 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $340k | 4.2k | 81.66 | |
| Clorox Company (CLX) | 0.0 | $336k | 2.8k | 120.07 | |
| Motorola Solutions Com New (MSI) | 0.0 | $336k | 799.00 | 420.46 | |
| Colgate-Palmolive Company (CL) | 0.0 | $334k | 3.7k | 90.90 | |
| Jabil Circuit (JBL) | 0.0 | $329k | 1.5k | 218.10 | |
| Altria (MO) | 0.0 | $328k | 5.6k | 58.63 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $322k | 4.8k | 67.53 | |
| Pool Corporation (POOL) | 0.0 | $322k | 1.1k | 291.48 | |
| Broadridge Financial Solutions (BR) | 0.0 | $316k | 1.3k | 243.03 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $314k | 5.1k | 62.02 | |
| Dover Corporation (DOV) | 0.0 | $311k | 1.7k | 183.23 | |
| Medtronic SHS (MDT) | 0.0 | $307k | 3.5k | 87.17 | |
| Ross Stores (ROST) | 0.0 | $307k | 2.4k | 127.58 | |
| Cigna Corp (CI) | 0.0 | $304k | 918.00 | 330.58 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $303k | 12k | 25.29 | |
| Boeing Company (BA) | 0.0 | $302k | 1.4k | 209.53 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $296k | 520.00 | 568.47 | |
| L3harris Technologies (LHX) | 0.0 | $295k | 1.2k | 250.84 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $290k | 595.00 | 486.93 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $286k | 3.9k | 73.63 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $286k | 2.5k | 114.27 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $278k | 3.5k | 78.71 | |
| Unilever Spon Adr New | 0.0 | $277k | 4.5k | 61.17 | |
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $277k | 1.9k | 147.48 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $275k | 9.8k | 28.05 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $270k | 3.4k | 79.50 | |
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $261k | 2.1k | 126.75 | |
| Aon Shs Cl A (AON) | 0.0 | $260k | 730.00 | 356.76 | |
| American Tower Reit (AMT) | 0.0 | $257k | 1.2k | 221.02 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $255k | 1.9k | 135.72 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $243k | 1.3k | 194.24 | |
| T. Rowe Price (TROW) | 0.0 | $239k | 2.5k | 96.50 | |
| Kadant (KAI) | 0.0 | $238k | 750.00 | 317.45 | |
| Manhattan Associates (MANH) | 0.0 | $237k | 1.2k | 197.47 | |
| Yum! Brands (YUM) | 0.0 | $233k | 1.6k | 148.18 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $233k | 2.3k | 102.91 | |
| Consolidated Edison (ED) | 0.0 | $231k | 2.3k | 100.35 | |
| CVS Caremark Corporation (CVS) | 0.0 | $228k | 3.3k | 68.98 | |
| Utah Medical Products (UTMD) | 0.0 | $228k | 4.0k | 56.92 | |
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.0 | $227k | 5.1k | 44.67 | |
| Enterprise Products Partners (EPD) | 0.0 | $226k | 7.3k | 31.01 | |
| Globe Life (GL) | 0.0 | $226k | 1.8k | 124.29 | |
| Vistra Energy (VST) | 0.0 | $223k | 1.2k | 193.81 | |
| Donaldson Company (DCI) | 0.0 | $222k | 3.2k | 69.35 | |
| NVR (NVR) | 0.0 | $222k | 30.00 | 7385.67 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $221k | 4.5k | 49.18 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $220k | 626.00 | 351.00 | |
| Waste Management (WM) | 0.0 | $219k | 958.00 | 228.85 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $219k | 3.4k | 63.71 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $219k | 1.6k | 134.75 | |
| Williams Companies (WMB) | 0.0 | $218k | 3.5k | 62.81 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $212k | 8.4k | 25.30 | |
| Dominion Resources (D) | 0.0 | $211k | 3.7k | 56.52 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $210k | 2.0k | 104.83 | |
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.0 | $206k | 6.1k | 33.58 | |
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $203k | 8.0k | 25.41 | |
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $203k | 8.0k | 25.35 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $203k | 8.1k | 25.18 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $89k | 30k | 3.02 |