Penobscot Investment Management Company as of June 30, 2026
Portfolio Holdings for Penobscot Investment Management Company
Penobscot Investment Management Company holds 315 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 |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $83M | 286k | 289.36 | |
| NVIDIA Corporation (NVDA) | 5.7 | $83M | 413k | 200.09 | |
| Broadcom (AVGO) | 4.0 | $58M | 154k | 377.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $52M | 145k | 357.37 | |
| Microsoft Corporation (MSFT) | 3.5 | $51M | 136k | 373.02 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $44M | 136k | 327.33 | |
| Amphenol Corp Cl A (APH) | 2.1 | $31M | 175k | 176.32 | |
| Amazon (AMZN) | 1.9 | $28M | 115k | 238.34 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.9 | $27M | 37k | 746.77 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $27M | 37k | 736.40 | |
| Visa Com Cl A (V) | 1.7 | $25M | 72k | 343.09 | |
| Quanta Services (PWR) | 1.6 | $24M | 33k | 720.04 | |
| Kla Corp Com New (KLAC) | 1.6 | $23M | 76k | 301.71 | |
| Costco Wholesale Corporation (COST) | 1.5 | $22M | 23k | 935.46 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $21M | 32k | 655.89 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $21M | 60k | 353.33 | |
| Abbvie (ABBV) | 1.3 | $20M | 78k | 251.64 | |
| Spdr Series Trust St Str Rate Etf (FLRN) | 1.3 | $19M | 629k | 30.85 | |
| Nextera Energy (NEE) | 1.3 | $19M | 213k | 87.77 | |
| TJX Companies (TJX) | 1.2 | $18M | 120k | 151.50 | |
| Mastercard Incorporated Cl A (MA) | 1.2 | $18M | 35k | 513.60 | |
| Eli Lilly & Co. (LLY) | 1.0 | $15M | 13k | 1199.43 | |
| Sherwin-Williams Company (SHW) | 1.0 | $14M | 42k | 344.32 | |
| Stryker Corporation (SYK) | 1.0 | $14M | 46k | 314.84 | |
| Johnson & Johnson (JNJ) | 1.0 | $14M | 56k | 253.97 | |
| Cisco Systems (CSCO) | 0.9 | $14M | 116k | 117.46 | |
| Citigroup Com New (C) | 0.9 | $13M | 93k | 139.96 | |
| Comfort Systems USA (FIX) | 0.9 | $13M | 6.6k | 1981.95 | |
| Applied Materials (AMAT) | 0.9 | $13M | 18k | 723.00 | |
| Home Depot (HD) | 0.8 | $12M | 33k | 352.68 | |
| Astrazeneca Ord (AZN) | 0.8 | $11M | 60k | 189.27 | |
| Meta Platforms Cl A (META) | 0.7 | $11M | 19k | 563.30 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $11M | 21k | 500.40 | |
| Corning Incorporated (GLW) | 0.7 | $9.8M | 38k | 255.43 | |
| Wal-Mart Stores (WMT) | 0.6 | $9.4M | 83k | 113.26 | |
| Caterpillar (CAT) | 0.6 | $9.4M | 8.8k | 1064.90 | |
| Intercontinental Exchange (ICE) | 0.6 | $9.3M | 76k | 123.11 | |
| Procter & Gamble Company (PG) | 0.6 | $9.1M | 62k | 146.64 | |
| Danaher Corporation (DHR) | 0.6 | $9.1M | 48k | 190.48 | |
| Automatic Data Processing (ADP) | 0.6 | $9.0M | 40k | 223.95 | |
| Raytheon Technologies Corp (RTX) | 0.6 | $9.0M | 47k | 189.73 | |
| UnitedHealth (UNH) | 0.6 | $8.9M | 22k | 415.63 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.6 | $8.8M | 172k | 51.05 | |
| Arista Networks Com Shs (ANET) | 0.6 | $8.8M | 52k | 169.88 | |
| Palo Alto Networks (PANW) | 0.6 | $8.5M | 25k | 341.02 | |
| Deere & Company (DE) | 0.6 | $8.5M | 13k | 634.35 | |
| Lam Research Corp Com New (LRCX) | 0.5 | $8.0M | 18k | 433.33 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $7.9M | 343k | 23.16 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $7.9M | 58k | 136.72 | |
| Ge Aerospace Com New (GE) | 0.5 | $7.6M | 20k | 373.72 | |
| Fabrinet SHS (FN) | 0.5 | $7.6M | 14k | 562.08 | |
| United Rentals (URI) | 0.5 | $7.6M | 6.7k | 1132.88 | |
| Travelers Companies (TRV) | 0.5 | $7.5M | 23k | 330.12 | |
| Linde SHS (LIN) | 0.5 | $7.5M | 15k | 518.95 | |
| Bank of America Corporation (BAC) | 0.5 | $6.8M | 119k | 56.98 | |
| Chevron Corporation (CVX) | 0.5 | $6.6M | 40k | 165.76 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $6.6M | 13k | 501.36 | |
| Illinois Tool Works (ITW) | 0.5 | $6.6M | 24k | 270.47 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.5 | $6.6M | 261k | 25.25 | |
| Casey's General Stores (CASY) | 0.4 | $6.5M | 8.2k | 794.79 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $6.3M | 92k | 68.41 | |
| Air Products & Chemicals (APD) | 0.4 | $6.2M | 21k | 293.18 | |
| Cummins (CMI) | 0.4 | $6.2M | 8.7k | 713.21 | |
| Amgen (AMGN) | 0.4 | $6.0M | 17k | 362.12 | |
| HEICO Corporation (HEI) | 0.4 | $5.7M | 16k | 356.19 | |
| Cintas Corporation (CTAS) | 0.4 | $5.7M | 34k | 170.08 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $5.7M | 2.9k | 1989.61 | |
| Marriott Intl Cl A (MAR) | 0.4 | $5.4M | 15k | 370.58 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.4 | $5.4M | 223k | 24.22 | |
| Pepsi (PEP) | 0.4 | $5.2M | 39k | 135.40 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $5.2M | 50k | 103.88 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $5.0M | 10k | 477.55 | |
| Analog Devices (ADI) | 0.3 | $4.7M | 12k | 397.17 | |
| Blackrock (BLK) | 0.3 | $4.6M | 4.8k | 961.62 | |
| D.R. Horton (DHI) | 0.3 | $4.6M | 28k | 162.88 | |
| Central Bancompany Com Cl A (CBC) | 0.3 | $4.5M | 149k | 30.38 | |
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $4.4M | 6.2k | 703.34 | |
| Oneok (OKE) | 0.3 | $4.3M | 50k | 86.94 | |
| Emerson Electric (EMR) | 0.3 | $4.3M | 30k | 143.15 | |
| S&p Global (SPGI) | 0.3 | $4.3M | 11k | 407.27 | |
| CSX Corporation (CSX) | 0.3 | $4.2M | 89k | 47.53 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $4.2M | 27k | 156.72 | |
| Merck & Co (MRK) | 0.3 | $4.0M | 31k | 128.50 | |
| Intuitive Surgical Com New (ISRG) | 0.3 | $4.0M | 10k | 397.68 | |
| Union Pacific Corporation (UNP) | 0.3 | $4.0M | 15k | 272.00 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $4.0M | 19k | 212.77 | |
| Republic Services (RSG) | 0.3 | $4.0M | 19k | 213.08 | |
| Morgan Stanley Com New (MS) | 0.3 | $3.9M | 19k | 209.04 | |
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $3.8M | 176k | 21.80 | |
| Cadence Design Systems (CDNS) | 0.3 | $3.8M | 10k | 375.32 | |
| Intel Corporation (INTC) | 0.3 | $3.7M | 26k | 139.63 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $3.7M | 38k | 96.58 | |
| Abbott Laboratories (ABT) | 0.2 | $3.6M | 40k | 90.74 | |
| AFLAC Incorporated (AFL) | 0.2 | $3.3M | 28k | 117.25 | |
| Lowe's Companies (LOW) | 0.2 | $3.2M | 15k | 220.49 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $3.1M | 6.2k | 509.46 | |
| Nucor Corporation (NUE) | 0.2 | $3.1M | 14k | 222.75 | |
| Chubb (CB) | 0.2 | $3.1M | 9.1k | 340.74 | |
| Parker-Hannifin Corporation (PH) | 0.2 | $3.1M | 3.2k | 978.12 | |
| Constellation Energy (CEG) | 0.2 | $3.0M | 12k | 248.37 | |
| Nasdaq Omx (NDAQ) | 0.2 | $2.9M | 37k | 78.82 | |
| McDonald's Corporation (MCD) | 0.2 | $2.8M | 10k | 270.31 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $2.8M | 114k | 24.23 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $2.7M | 12k | 221.20 | |
| Booking Holdings (BKNG) | 0.2 | $2.7M | 15k | 178.24 | |
| American Express Company (AXP) | 0.2 | $2.6M | 7.8k | 338.25 | |
| Wec Energy Group (WEC) | 0.2 | $2.6M | 22k | 116.77 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $2.6M | 45k | 57.84 | |
| Advanced Micro Devices (AMD) | 0.2 | $2.6M | 4.4k | 580.93 | |
| Ishares Tr Ibon 2027 Te Etf (IBHG) | 0.2 | $2.5M | 113k | 22.08 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $2.5M | 25k | 99.29 | |
| Trane Technologies SHS (TT) | 0.2 | $2.5M | 5.1k | 491.16 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.2 | $2.4M | 107k | 22.14 | |
| Labcorp Holdings Com Shs (LH) | 0.2 | $2.4M | 8.4k | 280.00 | |
| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.2 | $2.3M | 98k | 23.50 | |
| Coca-Cola Company (KO) | 0.2 | $2.3M | 28k | 81.27 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $2.3M | 18k | 124.42 | |
| Church & Dwight (CHD) | 0.2 | $2.3M | 23k | 96.88 | |
| 3M Company (MMM) | 0.2 | $2.3M | 14k | 161.91 | |
| International Business Machines (IBM) | 0.2 | $2.3M | 8.0k | 281.21 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.2M | 15k | 148.31 | |
| Rockwell Automation (ROK) | 0.1 | $2.2M | 4.4k | 495.08 | |
| Sterling Construction Company (STRL) | 0.1 | $2.1M | 2.5k | 839.36 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.1M | 25k | 82.11 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $2.1M | 92k | 22.37 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.0M | 6.5k | 300.43 | |
| Pfizer (PFE) | 0.1 | $1.9M | 79k | 24.08 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.9M | 5.2k | 370.04 | |
| Carpenter Technology Corporation (CRS) | 0.1 | $1.9M | 3.0k | 616.84 | |
| Walt Disney Company (DIS) | 0.1 | $1.8M | 19k | 96.25 | |
| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.1 | $1.8M | 78k | 23.39 | |
| Oracle Corporation (ORCL) | 0.1 | $1.8M | 12k | 146.55 | |
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $1.8M | 44k | 40.13 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.7M | 3.4k | 509.31 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.1 | $1.7M | 20k | 89.65 | |
| Ge Vernova (GEV) | 0.1 | $1.7M | 1.5k | 1175.15 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | 5.8k | 298.07 | |
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $1.6M | 79k | 20.84 | |
| Netflix (NFLX) | 0.1 | $1.6M | 23k | 71.40 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.6M | 4.8k | 334.82 | |
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.1 | $1.6M | 52k | 30.01 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.5M | 15k | 102.19 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.5M | 12k | 126.58 | |
| Carrier Global Corporation (CARR) | 0.1 | $1.5M | 21k | 73.35 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 | |
| Ameriprise Financial (AMP) | 0.1 | $1.5M | 3.2k | 458.76 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $1.4M | 62k | 22.89 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.4M | 12k | 117.45 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.4M | 6.9k | 205.02 | |
| Ecolab (ECL) | 0.1 | $1.4M | 5.0k | 278.61 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.4M | 47k | 28.96 | |
| Avery Dennison Corporation (AVY) | 0.1 | $1.4M | 8.3k | 162.35 | |
| Honeywell Aerospace (HONA) | 0.1 | $1.3M | 6.0k | 221.08 | |
| Honeywell International (HON) | 0.1 | $1.3M | 5.8k | 223.90 | |
| PNC Financial Services (PNC) | 0.1 | $1.3M | 5.1k | 246.22 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.2M | 2.9k | 426.12 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 15k | 82.64 | |
| AutoZone (AZO) | 0.1 | $1.2M | 375.00 | 3195.94 | |
| Equifax (EFX) | 0.1 | $1.2M | 7.4k | 158.72 | |
| Tesla Motors (TSLA) | 0.1 | $1.2M | 2.8k | 420.60 | |
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $1.2M | 14k | 82.62 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $1.1M | 13k | 88.60 | |
| Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $1.1M | 888.00 | 1254.50 | |
| Phillips 66 (PSX) | 0.1 | $1.1M | 6.6k | 169.05 | |
| Fastenal Company (FAST) | 0.1 | $1.1M | 23k | 48.03 | |
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $1.1M | 2.0k | 542.94 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.1M | 22k | 50.42 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.1M | 5.6k | 190.52 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $1.1M | 8.8k | 121.43 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.1M | 8.5k | 124.44 | |
| Eversource Energy (ES) | 0.1 | $978k | 14k | 72.27 | |
| MetLife (MET) | 0.1 | $973k | 12k | 84.61 | |
| At&t (T) | 0.1 | $958k | 46k | 20.70 | |
| Qnity Electronics Common Stock (Q) | 0.1 | $927k | 5.7k | 163.31 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $922k | 19k | 47.94 | |
| Ishares Tr Ibonds Oct 2028 (IBIE) | 0.1 | $894k | 34k | 26.30 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $885k | 17k | 51.29 | |
| Edwards Lifesciences (EW) | 0.1 | $872k | 9.6k | 90.46 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $867k | 2.4k | 368.38 | |
| Steris Shs Usd (STE) | 0.1 | $850k | 4.0k | 210.57 | |
| Constellation Brands Cl A (STZ) | 0.1 | $835k | 6.0k | 139.09 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $833k | 1.1k | 748.94 | |
| Tetra Tech (TTEK) | 0.1 | $832k | 29k | 28.89 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $820k | 10k | 80.57 | |
| Intuit (INTU) | 0.1 | $816k | 3.1k | 261.00 | |
| General Dynamics Corporation (GD) | 0.1 | $795k | 2.2k | 354.24 | |
| Bristol Myers Squibb (BMY) | 0.1 | $774k | 13k | 57.62 | |
| Verizon Communications (VZ) | 0.1 | $768k | 18k | 42.34 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $758k | 6.3k | 119.52 | |
| Curtiss-Wright (CW) | 0.1 | $743k | 980.00 | 757.76 | |
| Rollins (ROL) | 0.1 | $735k | 18k | 41.74 | |
| Essential Utils (WTRG) | 0.0 | $727k | 19k | 38.31 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $717k | 2.7k | 265.51 | |
| Nike CL B (NKE) | 0.0 | $713k | 17k | 41.05 | |
| Applied Industrial Technologies (AIT) | 0.0 | $703k | 2.1k | 338.15 | |
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 0.0 | $681k | 4.7k | 143.39 | |
| Becton, Dickinson and (BDX) | 0.0 | $679k | 4.5k | 151.33 | |
| Stanley Black & Decker (SWK) | 0.0 | $677k | 7.2k | 94.12 | |
| Metropcs Communications (TMUS) | 0.0 | $668k | 4.0k | 167.73 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $662k | 963.00 | 687.09 | |
| Allstate Corporation (ALL) | 0.0 | $661k | 2.8k | 237.94 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $660k | 5.3k | 124.17 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $660k | 4.2k | 155.98 | |
| Veralto Corp Com Shs (VLTO) | 0.0 | $646k | 7.3k | 88.68 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $646k | 2.7k | 236.63 | |
| RPM International (RPM) | 0.0 | $641k | 5.8k | 111.15 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $613k | 20k | 30.49 | |
| Philip Morris International (PM) | 0.0 | $606k | 3.3k | 180.91 | |
| SYSCO Corporation (SYY) | 0.0 | $590k | 7.1k | 83.58 | |
| Jabil Circuit (JBL) | 0.0 | $582k | 1.5k | 385.48 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $565k | 1.9k | 303.15 | |
| SLB Com Stk (SLB) | 0.0 | $555k | 12k | 46.49 | |
| American Electric Power Company (AEP) | 0.0 | $552k | 4.0k | 136.81 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $547k | 7.5k | 73.41 | |
| Target Corporation (TGT) | 0.0 | $535k | 4.1k | 130.61 | |
| Ross Stores (ROST) | 0.0 | $533k | 2.5k | 212.85 | |
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $522k | 8.6k | 60.71 | |
| Dupont De Nemours Common Stock (DD) | 0.0 | $517k | 3.8k | 135.64 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $515k | 1.3k | 393.96 | |
| Us Bancorp Com New (USB) | 0.0 | $512k | 8.5k | 60.40 | |
| Kkr & Co (KKR) | 0.0 | $505k | 5.5k | 91.78 | |
| PPG Industries (PPG) | 0.0 | $496k | 4.1k | 121.29 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $494k | 2.7k | 185.17 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $482k | 4.4k | 109.77 | |
| Fiserv (FISV) | 0.0 | $480k | 9.8k | 49.05 | |
| Ssga Active Etf Tr St Str Ul Bd Etf (ULST) | 0.0 | $473k | 12k | 40.42 | |
| Southern Company (SO) | 0.0 | $472k | 4.9k | 95.71 | |
| Paccar (PCAR) | 0.0 | $456k | 3.8k | 120.12 | |
| Corteva (CTVA) | 0.0 | $438k | 5.2k | 84.69 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $438k | 3.3k | 132.83 | |
| Moody's Corporation (MCO) | 0.0 | $437k | 965.00 | 452.92 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $436k | 15k | 29.43 | |
| ResMed (RMD) | 0.0 | $435k | 2.2k | 194.88 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $434k | 2.5k | 173.52 | |
| salesforce (CRM) | 0.0 | $433k | 2.8k | 156.66 | |
| ConocoPhillips (COP) | 0.0 | $429k | 4.1k | 103.96 | |
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $428k | 820.00 | 522.40 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $426k | 6.0k | 71.60 | |
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $425k | 2.8k | 154.30 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $423k | 5.1k | 82.84 | |
| Delta Air Lines Com New (DAL) | 0.0 | $422k | 4.5k | 93.66 | |
| McKesson Corporation (MCK) | 0.0 | $419k | 555.00 | 755.60 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $419k | 5.9k | 71.25 | |
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.0 | $414k | 9.0k | 46.14 | |
| West Pharmaceutical Services (WST) | 0.0 | $413k | 1.2k | 359.00 | |
| Lennox International (LII) | 0.0 | $412k | 719.00 | 572.95 | |
| O'reilly Automotive (ORLY) | 0.0 | $405k | 4.4k | 92.09 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $404k | 15k | 27.41 | |
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $403k | 16k | 25.58 | |
| Altria (MO) | 0.0 | $403k | 5.6k | 71.95 | |
| Mettler-Toledo International (MTD) | 0.0 | $402k | 315.00 | 1277.51 | |
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $402k | 3.8k | 107.13 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $391k | 5.1k | 77.11 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $389k | 4.8k | 81.49 | |
| Waste Management (WM) | 0.0 | $375k | 1.7k | 222.90 | |
| IDEXX Laboratories (IDXX) | 0.0 | $371k | 705.00 | 526.44 | |
| Dover Corporation (DOV) | 0.0 | $363k | 1.6k | 224.28 | |
| Gilead Sciences (GILD) | 0.0 | $360k | 2.8k | 126.34 | |
| CVS Caremark Corporation (CVS) | 0.0 | $358k | 3.5k | 103.45 | |
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $353k | 14k | 25.19 | |
| Waters Corporation (WAT) | 0.0 | $342k | 911.00 | 375.04 | |
| Motorola Solutions Com New (MSI) | 0.0 | $332k | 799.00 | 415.29 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $323k | 4.3k | 75.45 | |
| Dominion Resources (D) | 0.0 | $323k | 4.7k | 68.29 | |
| Valmont Industries (VMI) | 0.0 | $318k | 550.00 | 577.60 | |
| Yum! Brands (YUM) | 0.0 | $316k | 2.0k | 159.86 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $315k | 6.9k | 45.34 | |
| Howmet Aerospace (HWM) | 0.0 | $308k | 1.1k | 268.86 | |
| Boeing Company (BA) | 0.0 | $307k | 1.4k | 216.47 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $302k | 1.2k | 242.36 | |
| Colgate-Palmolive Company (CL) | 0.0 | $296k | 3.2k | 91.68 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $289k | 1.5k | 190.19 | |
| Donaldson Company (DCI) | 0.0 | $287k | 3.2k | 89.77 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $287k | 1.3k | 229.57 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $283k | 3.4k | 82.34 | |
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $283k | 1.8k | 158.64 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $282k | 2.4k | 117.67 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $282k | 3.6k | 79.03 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $280k | 3.6k | 77.92 | |
| Utah Medical Products (UTMD) | 0.0 | $276k | 4.0k | 68.98 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $274k | 7.6k | 36.13 | |
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $273k | 1.5k | 185.17 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $272k | 1.8k | 152.15 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $268k | 5.9k | 45.49 | |
| Enterprise Products Partners (EPD) | 0.0 | $268k | 7.3k | 36.76 | |
| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.0 | $268k | 11k | 25.39 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $267k | 626.00 | 426.40 | |
| Williams Companies (WMB) | 0.0 | $258k | 3.5k | 74.34 | |
| Consolidated Edison (ED) | 0.0 | $254k | 2.3k | 110.63 | |
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $254k | 10k | 25.42 | |
| Cigna Corp (CI) | 0.0 | $253k | 918.00 | 275.68 | |
| Globe Life (GL) | 0.0 | $250k | 1.4k | 178.68 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $250k | 9.4k | 26.65 | |
| Unilever Spon Adr New (UL) | 0.0 | $242k | 4.0k | 60.12 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $238k | 9.7k | 24.55 | |
| Kadant (KAI) | 0.0 | $236k | 750.00 | 314.23 | |
| Paychex (PAYX) | 0.0 | $230k | 2.3k | 98.33 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $229k | 2.2k | 102.16 | |
| L3harris Technologies (LHX) | 0.0 | $225k | 775.00 | 290.59 | |
| Fortive (FTV) | 0.0 | $225k | 3.7k | 61.09 | |
| Matson (MATX) | 0.0 | $222k | 1.2k | 192.23 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $217k | 1.9k | 117.50 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $217k | 2.4k | 89.01 | |
| Goldman Sachs (GS) | 0.0 | $215k | 213.00 | 1011.37 | |
| FedEx Corporation (FDX) | 0.0 | $214k | 683.00 | 313.13 | |
| Clorox Company (CLX) | 0.0 | $210k | 2.2k | 95.44 | |
| Iron Mountain (IRM) | 0.0 | $210k | 1.7k | 126.31 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $207k | 5.6k | 36.87 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.0 | $206k | 9.5k | 21.65 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $206k | 2.5k | 82.20 | |
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $204k | 2.2k | 91.64 | |
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.0 | $202k | 2.6k | 78.08 | |
| Martin Marietta Materials (MLM) | 0.0 | $202k | 350.00 | 576.70 | |
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.0 | $201k | 6.0k | 33.46 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $44k | 20k | 2.25 |