Tompkins Financial Corp

Holdings as of Mar 31, 2026 · filed Apr 9, 2026

$1255684789
Portfolio value
565
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Tompkins Finl Corp $88249002 7.03% -16716 -1.47%
2 Vanguard Scottsdale Fds $86117982 6.86% +20200 +7.23%
3 Ishares Tr $80056515 6.38% -72282 -12.66%
4 Ishares Tr $51277046 4.08% +285297 +61.54%
5 Apple Inc $46005021 3.66% -4167 -2.25%
6 Nvidia Corporation $43977053 3.50% -15136 -5.66%
7 Vanguard Tax-Managed Fds $43287450 3.45% -7057 -1.03%
8 Vanguard Bd Index Fds $42247563 3.36% +195905 +51.85%
9 Microsoft Corp $42119053 3.35% -1260 -1.10%
10 Vanguard Index Fds $32110544 2.56% +1860 +3.59%
11 Walmart Inc $30054259 2.39% -7295 -2.93%
12 Invesco Exch Traded Fd Tr Ii $28281541 2.25% +3924 +1.58%
13 Exxon Mobil Corp $27182247 2.16% -3009 -1.84%
14 Eli Lilly & Co $25915439 2.06% -952 -3.27%
15 Alphabet Inc $20273268 1.61% -2801 -3.82%
16 Jpmorgan Chase & Co $19469862 1.55% -1584 -2.34%
17 Spdr Series Trust $19010288 1.51% +13255 +4.60%
18 Cisco Sys Inc $18258867 1.45% -8211 -3.37%
19 Amgen Inc $17007021 1.35% -478 -0.98%
20 Mcdonalds Corp $16702787 1.33% -313 -0.58%
21 Amazon Com Inc $15266816 1.22% -866 -1.17%
22 Ishares Tr $14760097 1.18% +35530 +30.56%
23 Waste Mgmt Inc Del $14611657 1.16% -907 -1.41%
24 Tjx Cos Inc New $14233263 1.13% -1950 -2.14%
25 Select Sector Spdr Tr $14221894 1.13% -5346 -4.76%
26 Costco Wholesale Corporation $13443834 1.07% -181 -1.32%
27 Merck & Co Inc $12037059 0.96% -688 -0.68%
28 Honeywell Intl Inc $11681908 0.93% -432 -0.83%
29 Mastercard Incorporated $10810144 0.86% -122 -0.56%
30 Te Connectivity Plc $10770173 0.86% -1233 -2.34%
31 Duke Energy Corp New $10710107 0.85% -1440 -1.73%
32 Home Depot Inc $10686294 0.85% -439 -1.33%
33 Abbott Laboratories $10547187 0.84% -402 -0.39%
34 Pepsico Inc $10416542 0.83% +1383 +2.11%
35 Ishares Tr $10301229 0.82% -18899 -11.02%
36 Gallagher Arthur J & Co $10268924 0.82% -421 -0.88%
37 Berkshire Hathaway Inc Del $10263506 0.82% -204 -0.94%
38 Blackrock Inc $10128730 0.81% -142 -1.33%
39 Spdr Series Trust $9771390 0.78% +1776 +1.69%
40 Public Svc Enterprise Group $9574928 0.76% -1591 -1.33%
41 General Dynamics Corp $8605555 0.69% -454 -1.78%
42 Johnson & Johnson $7791281 0.62% -754 -2.31%
43 Procter & Gamble Co $7679008 0.61% +289 +0.55%
44 Abbvie Inc $7644339 0.61% -105 -0.30%
45 Ishares Tr $7303600 0.58% +7003 +31.20%
46 Intuitive Surgical Inc $7148572 0.57% -141 -0.90%
47 Danaher Corp Del $6827117 0.54% +39 +0.11%
48 Public Storage Oper Co $6598095 0.53% +721 +3.05%
49 Stryker Corporation $5613632 0.45% -40 -0.23%
50 Intercontinental Exchange In $5048531 0.40% -130 -0.40%
51 Fidelity Covington Trust $4934700 0.39% +8934 +11.11%
52 State Str Spdr S&P 500 Etf T $4918521 0.39% -1460 -16.18%
53 Ishares Tr $4868108 0.39% +74 +0.14%
54 Invesco Exch Traded Fd Tr Ii $4509298 0.36% -880 -2.19%
55 Ishares Tr $4176738 0.33% -1336 -4.05%
56 Vaneck Etf Trust $3782517 0.30% -6112 -13.51%
57 Chevron Corporation $3552473 0.28% -168 -0.97%
58 Webster Finl Corp $3548681 0.28% -44420 -46.49%
59 Ishares Tr $3415607 0.27% +2668 +7.61%
60 Quanta Svcs Inc $3221649 0.26% -65 -1.10%
61 Kimberly-Clark Corp $2988062 0.24% +2947 +10.51%
62 Carpenter Technology Corp $2964402 0.24% Held
63 American Wtr Wks Co Inc New $2906611 0.23% -97 -0.45%
64 Ishares Tr $2898977 0.23% Held
65 Parker-Hannifin Corp $2662444 0.21% Held
66 Vanguard Admiral Fds Inc $2551732 0.20% -41 -0.65%
67 Vanguard Index Fds $2516113 0.20% +684 +9.55%
68 Ishares Tr $2492650 0.20% -16 -0.42%
69 Corning Inc $2473158 0.20% -3400 -15.75%
70 Illinois Tool Wks Inc $2408723 0.19% Held
71 Emerson Elec Co $2294946 0.18% -441 -2.46%
72 Broadstone Net Lease Inc $2122810 0.17% Held
73 International Business Machs $2118247 0.17% +165 +1.92%
74 Casella Waste Sys Inc $2116553 0.17% Held
75 Automatic Data Processing In $1977144 0.16% -1251 -11.39%
76 J P Morgan Exchange Traded F $1907905 0.15% +25353 +305.16%
77 Coca Cola Co $1854327 0.15% +743 +3.14%
78 Nbt Bancorp Inc $1627749 0.13% -1560 -3.92%
79 Invesco Exch Traded Fd Tr Ii $1613615 0.13% -1356 -5.79%
80 Broadcom Inc $1593667 0.13% +4073 +378.53%
81 Pfizer Inc $1567650 0.12% -1531 -2.67%
82 Invesco Qqq Tr $1563004 0.12% Held
83 Meta Platforms Inc $1559054 0.12% +2130 +357.98%
84 State Str Spdr Dow Jones Ind $1530843 0.12% Held
85 American Express Co $1503023 0.12% +527 +11.86%
86 Paychex Inc $1492712 0.12% -1242 -7.12%
87 Ishares Tr $1423926 0.11% -332 -2.21%
88 Verizon Communications Inc $1394355 0.11% +1611 +6.16%
89 State Str Spdr S&P Midcap 40 $1382159 0.11% Held
90 Caterpillar Inc $1341114 0.11% +165 +9.55%
91 Vanguard Index Fds $1287337 0.10% -1411 -22.30%
92 Ishares Tr $1261374 0.10% -397 -3.59%
93 Alphabet Inc $1227761 0.10% -28 -0.65%
94 Oracle Corp $1215570 0.10% -2475 -23.05%
95 J P Morgan Exchange Traded F $1210280 0.10% +17455 +401.82%
96 Deere & Co $1194760 0.10% Held
97 Schwab Strategic Tr $1142853 0.09% -190 -0.42%
98 Ge Aerospace $1130256 0.09% +62 +1.58%
99 Ishares Tr $1115310 0.09% -25 -0.28%
100 Ishares Tr $1114736 0.09% Held
101 Oneok Inc New $1085222 0.09% Held
102 Eaton Corp Plc $1052980 0.08% Held
103 Ishares Tr $1016859 0.08% -1264 -12.33%
104 At&T Inc $981080 0.08% +4540 +15.49%
105 Ishares Tr $962035 0.08% +861 +8.91%
106 Vanguard Whitehall Fds $945470 0.08% +1480 +30.18%
107 Rtx Corporation $930164 0.07% -23 -0.47%
108 Ge Vernova Inc $871154 0.07% +22 +2.25%
109 Thermo Fisher Scientific Inc $836584 0.07% -40 -2.30%
110 Disney Walt Co $823759 0.07% Held
111 Philip Morris Intl Inc $815126 0.06% -4783 -49.24%
112 Lowes Cos Inc $809731 0.06% -59 -1.69%
113 Accenture Plc Ireland $779875 0.06% -793 -16.78%
114 Select Sector Spdr Tr $776020 0.06% Held
115 Altria Group Inc $752813 0.06% -219 -1.88%
116 Ishares Tr $750994 0.06% Held
117 Bank America Corp $737295 0.06% Held
118 Ishares Tr $734939 0.06% -20 -0.39%
119 Ishares Inc $732096 0.06% +913 +9.53%
120 Sysco Corp $638404 0.05% Held
121 Spdr Gold Tr $635108 0.05% +114 +8.37%
122 Spdr Series Trust $558164 0.04% NEW BUY
123 Constellation Brands Inc $547500 0.04% Held
124 Intel Corp $518086 0.04% -710 -5.70%
125 Pnc Finl Svcs Group Inc $516687 0.04% Held
126 Nextera Energy Inc $515948 0.04% Held
127 Tesla Inc $507439 0.04% Held
128 3m Co $496250 0.04% +165 +5.07%
129 Air Products And Chemicals I $464784 0.04% -439 -21.53%
130 Clorox Co Del $461775 0.04% Held
131 Ishares Tr $440898 0.04% Held
132 Texas Instrs Inc $437980 0.03% Held
133 Lockheed Martin Corp $432139 0.03% Held
134 Goldman Sachs Group Inc $422995 0.03% Held
135 Vanguard Index Fds $407507 0.03% +364 +21.25%
136 Ishares Tr $400274 0.03% Held
137 Ishares Tr $400132 0.03% -17 -1.33%
138 Marathon Pete Corp $396548 0.03% Held
139 Global X Fds $393720 0.03% Held
140 Royal Bk Cda $388272 0.03% Held
141 Vanguard Index Fds $383098 0.03% +702 +111.08%
142 Vanguard Index Fds $382120 0.03% -193 -4.29%
143 Universal Ins Hldgs Inc $372242 0.03% Held
144 Howmet Aerospace Inc $368736 0.03% -47 -2.85%
145 Taiwan Semiconductor Manufac $367352 0.03% -79 -6.78%
146 Watsco Inc $363790 0.03% Held
147 Hershey Co $361936 0.03% +474 +37.41%
148 Mondelez Intl Inc $355927 0.03% +114 +1.88%
149 Unitedhealth Group Inc $349873 0.03% -189 -12.75%
150 Qualcomm Inc $341267 0.03% Held
151 Vanguard Index Fds $335455 0.03% +553 +257.21%
152 Fedex Corp $327329 0.03% Held
153 Ppg Inds Inc $327160 0.03% -143 -4.46%
154 Conocophillips $321816 0.03% +325 +15.38%
155 Ishares Silver Tr $321008 0.03% +279 +6.30%
156 Valvoline Inc $318074 0.03% Held
157 Essential Utils Inc $304723 0.02% Held
158 Cvs Health Corp $304373 0.02% Held
159 Truist Finl Corp $304138 0.02% -309 -4.46%
160 General Amern Invs Co Inc $298372 0.02% Held
161 Bristol-Myers Squibb Co $288573 0.02% +66 +1.41%
162 Booking Holdings Inc $286302 0.02% Held
163 Huntington Ingalls Inds Inc $284925 0.02% Held
164 Vanguard Whitehall Fds $278291 0.02% NEW BUY
165 Schwab Charles Corp $275361 0.02% -155 -5.02%
166 Vanguard Intl Equity Index F $270206 0.02% Held
167 Entergy Corp New $269664 0.02% Held
168 Nike Inc $269488 0.02% -1634 -24.26%
169 Eversource Energy $268460 0.02% Held
170 Labcorp Holdings Inc $266810 0.02% Held
171 Gilead Sciences Inc $265360 0.02% Held
172 Union Pac Corp $264213 0.02% -122 -10.07%
173 Vanguard Scottsdale Fds $261498 0.02% Held
174 Invesco Exch Traded Fd Tr Ii $257921 0.02% Held
175 Ishares U S Etf Tr $257378 0.02% Held
176 Slb Limited $256950 0.02% Held
177 Phillips 66 $256145 0.02% +162 +13.02%
178 Ecolab Inc $251921 0.02% -22 -2.27%
179 Ishares Tr $251650 0.02% -2357 -48.52%
180 Synopsys Inc $249386 0.02% -80 -11.28%
181 Shell Plc $247194 0.02% +220 +9.02%
182 Target Corp $246642 0.02% Held
183 Dominion Energy Inc $245425 0.02% Held
184 L3harris Technologies Inc $245402 0.02% Held
185 Schwab Strategic Tr $242997 0.02% +10417 +21702.08%
186 Energy Transfer L P $241250 0.02% Held
187 Dollar Gen Corp $237460 0.02% -23 -1.14%
188 Norfolk Southn Corp $236775 0.02% Held
189 Yum Brands Inc $233220 0.02% Held
190 Wec Energy Group Inc $231540 0.02% Held
191 Becton Dickinson & Co $227984 0.02% Held
192 Rio Tinto Plc $223896 0.02% Held
193 Putnam Etf Trust $223712 0.02% NEW BUY
194 Autozone Inc $219556 0.02% Held
195 Ww Grainger Inc $214890 0.02% -6 -2.96%
196 Microchip Technology Inc. $210499 0.02% -195 -5.65%
197 Spdr Series Trust $209716 0.02% -268 -15.72%
198 Vanguard Intl Equity Index F $201769 0.02% +2309 +162.15%
199 General Mills Inc $198382 0.02% Held
200 Ishares Tr $192883 0.02% -132851 -98.27%
201 Ashland Inc $191410 0.02% Held
202 Ventas Inc $191365 0.02% +340 +17.00%
203 Canadian Imperial Bank Of Co $189500 0.02% Held
204 Fastenal Co $185600 0.01% Held
205 Vanguard Index Fds $183359 0.01% +747 +770.10%
206 Masco Corp $181110 0.01% Held
207 Waters Corp $177489 0.01% +196 +49.00%
208 Cme Group Inc $177210 0.01% Held
209 Bank New York Mellon Corp $173674 0.01% Held
210 Rockwell Automation Inc $172621 0.01% Held
211 Ross Stores Inc $170055 0.01% Held
212 Linde Plc $169054 0.01% +214 +168.50%
213 Vanguard Intl Equity Index F $168612 0.01% NEW BUY
214 Travelers Companies Inc $167133 0.01% -49 -7.88%
215 Capital One Finl Corp $166194 0.01% -66 -6.76%
216 American Elec Pwr Co Inc $165292 0.01% Held
217 Exelon Corp $164119 0.01% -142 -4.07%
218 Enbridge Inc $162420 0.01% Held
219 Sempra $160331 0.01% Held
220 Manulife Finl Corp $159388 0.01% Held
221 Ralph Lauren Corp $158235 0.01% Held
222 General Mtrs Co $156450 0.01% Held
223 Ishares Tr $150954 0.01% +443 +128.78%
224 Wells Fargo & Co $149827 0.01% +183 +10.77%
225 Comcast Corp New $149665 0.01% +555 +11.91%
226 M & T Bk Corp $148012 0.01% -345 -32.52%
227 Msc Indl Direct Inc $147632 0.01% Held
228 Archer Daniels Midland Co $145380 0.01% -10 -0.50%
229 Profesionally Managed Portfo $142008 0.01% NEW BUY
230 Ford Mtr Co $141723 0.01% +1650 +15.52%
231 Hartford Insurance Group Inc $141721 0.01% Held
232 Eog Res Inc $138787 0.01% Held
233 Blackstone Inc $138678 0.01% NEW BUY
234 Atmos Energy Corp $138540 0.01% Held
235 Snap On Inc $138024 0.01% Held
236 Genuine Parts Co $136206 0.01% -110 -7.87%
237 Bank Montreal Medium $135340 0.01% Held
238 Blackrock Muniyield N Y Qual $134861 0.01% NEW BUY
239 Mdu Res Group Inc $133789 0.01% Held
240 Alcoa Corp $132660 0.01% Held
241 Ishares Tr $131579 0.01% Held
242 Vanguard Scottsdale Fds $130166 0.01% +1324 +531.73%
243 Emera Inc $129675 0.01% Held
244 Adobe Inc $128346 0.01% -13327 -96.19%
245 Novartis Ag $126935 0.01% +271 +48.39%
246 Prologis Inc. $122267 0.01% -112 -10.80%
247 Metlife Inc $121356 0.01% Held
248 Ameriprise Finl Inc $117766 0.01% +106 +66.67%
249 Occidental Pete Corp $117390 0.01% +330 +22.36%
250 Us Bancorp $116970 0.01% Held
251 Bp Plc $115432 0.01% Held
252 Omnicom Group Inc $114998 0.01% Held
253 Toronto Dominion Bk Ont $111972 0.01% Held
254 Vanguard Bd Index Fds $110059 0.01% NEW BUY
255 Ishares Tr $106531 0.01% Held
256 Ishares Tr $104519 0.01% -348 -41.28%
257 Schwab Strategic Tr $104043 0.01% NEW BUY
258 Ishares Tr $103759 0.01% Held
259 Salesforce Inc $102669 0.01% Held
260 Ishares Tr $98716 0.01% Held
261 National Fuel Gas Co $93490 0.01% NEW BUY
262 American Tower Corp $92849 0.01% -23 -4.10%
263 Ishares Tr $92033 0.01% +697 +882.28%
264 Bank Nova Scotia B C $90103 0.01% Held
265 Warner Bros Discovery Inc $89767 0.01% Held
266 Kinder Morgan Inc Del $89190 0.01% +660 +33.00%
267 Stanley Black & Decker Inc $88470 0.01% Held
268 Medtronic Plc $87776 0.01% -13 -1.27%
269 Financial Institutions Inc $86854 0.01% Held
270 Regions Financial Corp New $84890 0.01% NEW BUY
271 Douglas Dynamics Inc $84180 0.01% Held
272 Vanguard World Fd $83878 0.01% NEW BUY
273 Goldman Sachs Etf Tr $82461 0.01% Held
274 Healthpeak Properties Inc $82150 0.01% Held
275 Vulcan Matls Co $81690 0.01% Held
276 Wisdomtree Tr $81588 0.01% Held
277 Ciena Corp $81140 0.01% Held
278 Ishares Tr $80140 0.01% -749 -30.15%
279 Aflac Inc $79649 0.01% NEW BUY
280 Ishares Tr $77421 0.01% Held
281 Nucor Corp $76095 0.01% Held
282 Ishares Tr $75485 0.01% -120 -13.11%
283 Wisdomtree Tr $74921 0.01% Held
284 Constellation Energy Corp $74560 0.01% Held
285 Gorman Rupp Co $74556 0.01% Held
286 Spdr Series Trust $74439 0.01% +406 +47.71%
287 Avalonbay Cmntys Inc $73508 0.01% Held
288 Palantir Technologies Inc $73140 0.01% Held
289 Carmax Inc $72765 0.01% Held
290 Lindsay Corp $71442 0.01% Held
291 Astec Inds Inc $69992 0.01% Held
292 Agilent Technologies Inc $69870 0.01% -33 -5.11%
293 Colgate Palmolive Co $68184 0.01% Held
294 Selective Ins Group Inc $67700 0.01% -358 -28.50%
295 Ameren Corp $65952 0.01% Held
296 Spdr Series Trust $65639 0.01% NEW BUY
297 Blackrock Etf Trust $64289 0.01% -195 -15.00%
298 Simon Ppty Group Inc New $64166 0.01% +119 +52.89%
299 Spdr Series Trust $63522 0.01% +742 +18550.00%
300 United Parcel Svcs Inc $63062 0.01% Held
301 Ishares Tr $63037 0.01% NEW BUY
302 Visa Inc $61959 0.00% -25 -10.87%
303 Chubb Ltd Switz $61601 0.00% -5 -2.58%
304 Ishares Tr $61074 0.00% Held
305 Vanguard Scottsdale Fds $60562 0.00% NEW BUY
306 Vanguard Bd Index Fds $60219 0.00% +531 +224.05%
307 Grayscale Bitcoin Trust Etf $60199 0.00% Held
308 Vanguard Scottsdale Fds $59452 0.00% Held
309 Ge Healthcare Technologies I $58937 0.00% +29 +3.63%
310 Darden Restaurants Inc $58616 0.00% Held
311 Principal Financial Group In $58572 0.00% Held
312 Church & Dwight Co Inc $58138 0.00% Held
313 Portland Gen Elec Co $58047 0.00% Held
314 Solstice Advanced Matls Inc $55520 0.00% NEW BUY
315 Southern Co $53569 0.00% Held
316 Bar Hbr Bankshares $53543 0.00% Held
317 Neos Etf Trust $52431 0.00% Held
318 Flowserve Corp $51457 0.00% Held
319 Motorola Solutions Inc $51208 0.00% Held
320 Starbucks Corp $50888 0.00% +317 +126.29%
321 Cardinal Health Inc $49869 0.00% -128 -35.16%
322 Ishares Tr $49645 0.00% Held
323 S&P Global Inc $48914 0.00% -284 -71.18%
324 Encompass Health Corp $48365 0.00% Held
325 Ishares Tr $48328 0.00% -133 -16.99%
326 Oge Energy Corp $47960 0.00% Held
327 Advanced Micro Devices Inc $47806 0.00% Held
328 Invesco Exchange Traded Fd T $47404 0.00% +78 +46.15%
329 Everus Constr Group $47224 0.00% -100 -20.00%
330 Ishares Tr $46880 0.00% Held
331 Schwab Strategic Tr $44746 0.00% Held
332 Vaneck Etf Trust $44660 0.00% Held
333 Wisdomtree Tr $43142 0.00% Held
334 Conagra Brands Inc $43120 0.00% Held
335 Goldman Sachs Etf Tr $42181 0.00% Held
336 Knife River Corp $41886 0.00% Held
337 Best Buy Inc $41730 0.00% Held
338 Realty Income Corp $41602 0.00% NEW BUY
339 Cognizant Technology Solutio $41166 0.00% -2050 -75.34%
340 State Str Corp $41132 0.00% Held
341 Wp Carey Inc $40776 0.00% +330 +122.22%
342 Marsh & Mclennan Cos Inc $39720 0.00% -98 -29.97%
343 Wisdomtree Tr $39121 0.00% Held
344 Spdr Series Trust $37206 0.00% Held
345 Vanguard Index Fds $36856 0.00% Held
346 Veralto Corp $35368 0.00% -20 -4.76%
347 Carrier Global Corporation $34856 0.00% Held
348 Ishares Bitcoin Trust Etf $34155 0.00% NEW BUY
349 Ferrari N V $33845 0.00% NEW BUY
350 Ishares Tr $33178 0.00% Held
351 Flexshares Tr $32928 0.00% NEW BUY
352 Johnson Controls Internation $32737 0.00% -102 -28.98%
353 Wheaton Precious Metals Corp $32359 0.00% Held
354 Smucker J M Co $32307 0.00% Held
355 Schwab Strategic Tr $31493 0.00% Held
356 Schwab Strategic Tr $30924 0.00% Held
357 Spdr Series Trust $30726 0.00% +475 +237.50%
358 Ishares Tr $30610 0.00% Held
359 Keycorp $30235 0.00% Held
360 Spdr Series Trust $29761 0.00% Held
361 Omega Healthcare Invs Inc $28921 0.00% NEW BUY
362 1st Finl Bancorp $28326 0.00% Held
363 Black Hills Corp $27764 0.00% Held
364 Ishares Tr $27576 0.00% -11 -6.75%
365 Cna Finl Corp $27552 0.00% Held
366 Western Digital Corp $27049 0.00% -84 -45.65%
367 Ishares Inc $26827 0.00% -401 -40.46%
368 National Health Invs Inc $26684 0.00% NEW BUY
369 Firstenergy Corp $26191 0.00% -45 -8.01%
370 Select Sector Spdr Tr $26038 0.00% Held
371 Morgan Stanley Etf Trust $25883 0.00% Held
372 Ishares Tr $25067 0.00% Held
373 Itron Inc $24648 0.00% Held
374 Generac Hldgs Inc $24416 0.00% Held
375 Paypal Hldgs Inc $23791 0.00% -28 -5.05%
376 Schwab Strategic Tr $23768 0.00% Held
377 Wabtec $23741 0.00% -41 -30.15%
378 Pan Amern Silver Corp $23600 0.00% Held
379 Ares Capital Corp $23390 0.00% +839 +182.79%
380 Fidelity Covington Trust $23219 0.00% NEW BUY
381 Vanguard World Fd $23149 0.00% NEW BUY
382 Invesco Exch Traded Fd Tr Ii $23019 0.00% Held
383 Vanguard Specialized Funds $23011 0.00% Held
384 Ishares Tr $22219 0.00% Held
385 Spdr Index Shs Fds $22001 0.00% NEW BUY
386 Boeing Co $21893 0.00% Held
387 Oceanfirst Finl Corp $21648 0.00% Held
388 Vanguard Scottsdale Fds $21644 0.00% NEW BUY
389 Lululemon Athletica Inc $21434 0.00% Held
390 Vanguard Index Fds $21158 0.00% -69 -49.64%
391 Sandisk Corp $20966 0.00% -28 -45.90%
392 Ishares Tr $20465 0.00% Held
393 Ishares Tr $20251 0.00% Held
394 Kimco Realty Corp $20223 0.00% Held
395 Applied Matls Inc $20166 0.00% Held
396 Citigroup Inc $20074 0.00% Held
397 Ishares Tr $19824 0.00% -28 -13.59%
398 Micron Technology Inc $19595 0.00% Held
399 Bloom Energy Corp $19375 0.00% NEW BUY
400 Annaly Capital Management In $19268 0.00% Held
401 New York Times Co Mtn Be $18839 0.00% Held
402 Tyson Foods Inc $18773 0.00% Held
403 Kraft Heinz Co $18599 0.00% -8 -0.96%
404 Graham Corp $18546 0.00% Held
405 Ishares Tr $18200 0.00% Held
406 British Amern Tob Plc $18009 0.00% +208 +208.00%
407 Las Vegas Sands Corp $17780 0.00% NEW BUY
408 J P Morgan Exchange Traded F $16713 0.00% Held
409 Halliburton Co $16688 0.00% Held
410 New Jersey Res Corp $16476 0.00% Held
411 First Tr Exchange Traded Fd $16387 0.00% +156 +185.71%
412 Franco Nev Corp $16058 0.00% Held
413 Xylem Inc $15894 0.00% -34 -20.36%
414 Dover Corp $15634 0.00% -77 -50.66%
415 Ishares Tr $15511 0.00% NEW BUY
416 Crane Company $15390 0.00% Held
417 Intuit $15133 0.00% -7 -16.67%
418 American Intl Group Inc $14674 0.00% Held
419 Amphenol Corp $14657 0.00% -50 -30.12%
420 Schwab Strategic Tr $14542 0.00% Held
421 Idacorp Inc $14297 0.00% -50 -33.33%
422 Nnn Reit Inc $14290 0.00% NEW BUY
423 Vontier Corporation $14188 0.00% Held
424 Ishares Tr $14126 0.00% Held
425 Whirlpool Corp $13965 0.00% Held
426 Tenet Healthcare Corp $13776 0.00% Held
427 Hewlett Packard Enterprise C $13762 0.00% Held
428 Ishares Tr $13561 0.00% NEW BUY
429 Ishares Tr $13338 0.00% -34 -19.32%
430 Otis Worldwide Corp $12872 0.00% Held
431 Spdr Series Trust $12853 0.00% NEW BUY
432 Eqt Corp $12728 0.00% Held
433 Azenta Inc $12678 0.00% Held
434 Vaneck Etf Trust $12652 0.00% Held
435 Solventum Corp $12276 0.00% +41 +27.89%
436 Ishares Tr $12173 0.00% Held
437 Select Sector Spdr Tr $12097 0.00% Held
438 Allstate Corp $11818 0.00% Held
439 Kraneshares Trust $11787 0.00% -500 -44.25%
440 Ishares Tr $11660 0.00% Held
441 Tanger Inc $11553 0.00% NEW BUY
442 Hp Inc $11430 0.00% Held
443 Snowflake Inc $11312 0.00% -25 -25.00%
444 Select Sector Spdr Tr $11289 0.00% Held
445 Lamb Weston Hldgs Inc $11241 0.00% Held
446 Global X Fds $10687 0.00% Held
447 Ss&C Tech Hldgs $10473 0.00% Held
448 Vanguard World Fd $10466 0.00% Held
449 Select Sector Spdr Tr $10417 0.00% -269 -56.04%
450 Tko Group Holdings Inc $10284 0.00% Held
451 Huntington Bancshares Inc $10126 0.00% +74 +12.91%
452 Occidental Pete Corp $10053 0.00% Held
453 Cantaloupe Inc $9783 0.00% Held
454 Netflix Inc. $9615 0.00% Held
455 Eastman Chem Co $9540 0.00% Held
456 Chimera Invt Corp $9362 0.00% Held
457 Ishares Inc $9125 0.00% +4 +3.57%
458 Select Sector Spdr Tr $9090 0.00% Held
459 Amplify Etf Tr $9086 0.00% Held
460 Arm Holdings Plc $9077 0.00% Held
461 The Cigna Group $9070 0.00% -55 -61.80%
462 Global X Fds $8987 0.00% Held
463 Nuveen Cr Strategies Income $8893 0.00% Held
464 Pimco Corporate & Incm Strg $8675 0.00% Held
465 Cleanspark Inc $8510 0.00% Held
466 Ishares Tr $8215 0.00% Held
467 Mara Holdings Inc $8160 0.00% Held
468 Kyndryl Hldgs Inc $7859 0.00% Held
469 Ppl Corp $7640 0.00% Held
470 Versant Media Group Inc $7478 0.00% NEW BUY
471 Ishares Tr $7369 0.00% Held
472 Schwab Strategic Tr $7317 0.00% -14 -4.84%
473 Brown & Brown Inc $7238 0.00% Held
474 Zimmer Biomet Holdings Inc $7234 0.00% Held
475 Prudential Finl Inc $7131 0.00% Held
476 Grayscale Bitcoin Mini Tr Et $6838 0.00% -44 -16.18%
477 Helmerich & Payne Inc $6449 0.00% Held
478 Crown Castle Inc $6180 0.00% -14 -15.56%
479 Schwab Strategic Tr $6077 0.00% Held
480 Invesco Exch Traded Fd Tr Ii $5958 0.00% Held
481 Franklin Resources Inc $5905 0.00% Held
482 Analog Devices Inc $5727 0.00% -55 -75.34%
483 Brookfield Corp $5625 0.00% NEW BUY
484 Baxter Intl Inc $5544 0.00% NEW BUY
485 Gsk Plc $5519 0.00% Held
486 Qnity Electronics Inc $5423 0.00% NEW BUY
487 Chemours Co $5375 0.00% Held
488 Skyworks Solutions Inc $5355 0.00% Held
489 Pg&E Corp $5271 0.00% Held
490 Vodafone Group Plc $5227 0.00% NEW BUY
491 Sony Group Corp $5175 0.00% -245 -49.49%
492 Bce Inc $5149 0.00% -137 -40.18%
493 Teradata Corp Del $5126 0.00% NEW BUY
494 Nxp Semiconductors N V $4922 0.00% Held
495 Constellium Se $4916 0.00% Held
496 Chipotle Mexican Grill Inc $4802 0.00% Held
497 Jazz Pharmaceuticals Plc $4726 0.00% Held
498 Takeda Pharmaceutical Co Ltd $4537 0.00% NEW BUY
499 Shake Shack Inc $4424 0.00% Held
500 Dupont De Nemours Inc $4397 0.00% -158 -62.20%
501 Ncr Atleos Corporation $4358 0.00% NEW BUY
502 Ishares Tr $4233 0.00% Held
503 Fulton Finl Corp Pa $4231 0.00% Held
504 Fs Kkr Cap Corp $4194 0.00% NEW BUY
505 Gildan Activewear Inc $4118 0.00% -35 -32.11%
506 Dow Hldgs Inc $3998 0.00% Held
507 Valero Energy Corp $3706 0.00% Held
508 Crane Nxt Co $3653 0.00% Held
509 Vanguard Malvern Fds $3596 0.00% -18 -20.00%
510 Vaneck Etf Trust $3462 0.00% Held
511 Vanguard Whitehall Fds $3416 0.00% Held
512 Wisdomtree Tr $3248 0.00% Held
513 Uber Technologies Inc $3021 0.00% Held
514 Vanguard Scottsdale Fds $2958 0.00% Held
515 Sherwin Williams Co $2885 0.00% Held
516 Webull Corp $2712 0.00% Held
517 Elevance Health Inc Formerly $2635 0.00% -20 -68.97%
518 Willis Towers Watson Plc Ltd $2616 0.00% Held
519 Four Corners Ppty Tr Inc $2365 0.00% -39 -28.06%
520 Zebra Technologies Corporati $2300 0.00% Held
521 Schwab Strategic Tr $2277 0.00% Held
522 Viatris Inc $1959 0.00% Held
523 Fiserv Inc $1953 0.00% Held
524 Itt Inc $1905 0.00% Held
525 World Gold Tr $1854 0.00% Held
526 Corteva Inc $1758 0.00% Held
527 Ishares Tr $1755 0.00% Held
528 Rivian Automotive Inc $1656 0.00% Held
529 Birkenstock Holding Plc $1612 0.00% Held
530 Nokia Corp $1608 0.00% Held
531 Mattel Inc $1453 0.00% Held
532 Spdr Series Trust $1436 0.00% Held
533 Ishares Tr $1420 0.00% -105 -62.87%
534 Kenvue Inc $1380 0.00% Held
535 Banco Santander Sa $1354 0.00% -257 -68.17%
536 Schwab Strategic Tr $1311 0.00% -278503 -99.98%
537 Ncr Voyix Corporation $1266 0.00% NEW BUY
538 Alibaba Group Hldg Ltd $1255 0.00% Held
539 Brookfield Asset Managmt Ltd $1022 0.00% NEW BUY
540 Transocean Ltd $902 0.00% NEW BUY
541 Beacon Financial Corp. $900 0.00% Held
542 Brighthouse Finl Inc $898 0.00% Held
543 Churchill Downs Inc $898 0.00% Held
544 Uipath Inc $833 0.00% Held
545 Rmr Group Inc $758 0.00% Held
546 V F Corp $731 0.00% Held
547 Ishares Tr $545 0.00% -32862 -99.98%
548 Novocure Ltd $545 0.00% Held
549 Moderna Inc $508 0.00% Held
550 Organon & Co $449 0.00% Held
551 Dimensional Etf Trust $370 0.00% Held
552 Accendra Health Inc $342 0.00% Held
553 Autoliv Inc $315 0.00% Held
554 Fmc Corp $293 0.00% Held
555 Paramount Skydance Corp $235 0.00% Held
556 The Campbells Company $223 0.00% Held
557 Dimensional Etf Trust $215 0.00% Held
558 Net Lease Office Properties $207 0.00% Held
559 Resideo Technologies Inc $202 0.00% Held
560 Netskope Inc $170 0.00% Held
561 Vanguard World Fd $121 0.00% NEW BUY
562 Cypherpunk Technologies Inc $95 0.00% Held
563 V2x Inc $69 0.00% -18 -94.74%
564 Beyond Meat Inc $60 0.00% Held
565 Garrett Motion Inc $55 0.00% Held

Closed last quarter

Ishares Tr Astrazeneca Plc Blackrock Munihldgs Ny Qlty Ishares Gold Tr Hormel Foods Corp Cdw Corp Paylocity Hldg Corp Ugi Corp New Etsy Inc Zoetis Inc Royal Caribbean Group Teledyne Technologies Inc Csx Corp Equity Residential Electronic Arts Inc Fidelity Natl Information Sv Northrop Grumman Corp Albemarle Corp Jacobs Solutions Inc Reddit Inc Ishares Tr Marvell Technology Inc Boston Scientific Corp Dell Technologies Inc Blackrock Etf Trust Ii Humana Inc Verisk Analytics Inc Palo Alto Networks Inc Ishares Tr Asml Holding N V Verisign Inc Sanofi Sa Suncor Energy Inc New Aon Plc Blackrock Etf Trust Fidelity National Financial Equifax Inc Reinsurance Grp Of America I Idexx Labs Inc Ishares Tr West Pharmaceutical Svsc Inc Ishares Tr First Tr Exchange-Traded Alp Kkr & Co Inc Gartner Inc Ishares Tr Advanced Energy Inds Itau Unibanco Hldg Sa Sanmina Corporation Relx Plc Dana Inc Enersys Icici Bank Limited Msci Inc Moog Inc Ing Groep N.V. Fb Finl Corp Moodys Corp Ishares Tr Idex Corp Kimball Electronics Inc Revvity Inc Firstcash Holdings Inc Digi Intl Inc Cirrus Logic Inc Hexcel Corp New Formfactor Inc Archrock Inc Blackrock Etf Trust Viavi Solutions Inc Mizuho Financial Group Inc Oreilly Automotive Inc Intercontinental Hotels Grou Littelfuse Inc Darling Ingredients Inc Copart Inc Lauder Estee Cos Inc Kb Finl Group Inc Wesbanco Inc Fomento Economico Mexicano S Nov Inc Luxfer Hldgs Plc S & T Bancorp Inc Novo-Nordisk A S Crh Plc Eastgroup Pptys Inc Wsfs Finl Corp Bio Rad Labs Inc Entegris Inc Connectone Bancorp Inc Trinity Inds Inc Akamai Technologies Inc Triumph Financial Inc Ball Corp Franklin Elec Inc Papa Johns Intl Inc Pebblebrook Hotel Tr United Fire Group Inc Raymond James Finl Inc Albany Intl Corp Hackett Group Inc Cadre Hldgs Inc Cabot Corp Meritage Homes Corp Tyler Technologies Inc Monolithic Pwr Sys Inc Helen Of Troy Ltd Penn Entertainment Inc Oxford Inds Inc Astrana Health Inc Insperity Inc Horace Mann Educators Corp N Jack In The Box Inc Hni Corp Ishares Tr Techtarget Inc F&G Annuities & Life Inc Avanos Med Inc

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.