Nicolet Bankshares Inc

Holdings as of Jun 30, 2026 · filed Aug 11, 2026

$3145078522
Portfolio value
612
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 State Street Spdr $441822050 14.05% +363961 +7.85%
2 Apple Inc $116767630 3.71% +266 +0.07%
3 Spdr Ser Tr $115844229 3.68% -1343 -0.07%
4 American Centy Etf Tr $101225997 3.22% -7300 -0.69%
5 Spdr Ser Tr $94429362 3.00% -9604 -1.19%
6 Vanguard Tax-Managed Fds $85308818 2.71% +145859 +13.98%
7 Vanguard Index Fds $57093604 1.82% -7052 -7.83%
8 Ishares Tr $54735194 1.74% +9168 +2.84%
9 Vanguard Morn Mid Cap Etf $54503935 1.73% +530140 +367.92%
10 Fidelity Merrimack Str Tr $46706118 1.49% +360778 +54.12%
11 Microsoft Corp $42561180 1.35% -904 -0.80%
12 Nvidia Corporation $41806949 1.33% +13996 +7.08%
13 Vanguard Mun Bd Fds $39881496 1.27% -12556 -1.57%
14 Schwab Strategic Tr $39212038 1.25% -66799 -5.60%
15 Ishares Tr $38626104 1.23% +8110 +2.31%
16 Jpmorgan Chase & Co $38465867 1.22% -2388 -2.03%
17 Berkshire Hathaway Inc Del $37587127 1.20% +624 +0.85%
18 Vanguard Scottsdale Fds $33540895 1.07% -3038 -1.14%
19 Amazon Com Inc $33166253 1.05% +1158 +0.85%
20 Victoryshares $31420114 1.00% +185948 +38.32%
21 State Street Spdr S&P 500 Etf Tr $30639195 0.97% -39 -0.10%
22 Alphabet Inc $29676240 0.94% -1560 -1.87%
23 Ishares Tr $29578259 0.94% -1157 -2.86%
24 Avantis Global $29488240 0.94% +21648 +3.62%
25 Alphabet Inc $27691060 0.88% +465 +0.61%
26 Ishares Tr $26900577 0.86% +1248 +0.45%
27 Procter And Gamble Co $24862799 0.79% +3779 +2.31%
28 Vanguard Bd Index Fds $23147124 0.74% +21780 +7.39%
29 Micron Technology Inc $23135806 0.74% -1780 -7.60%
30 Vanguard Scottsdale Fds $21745839 0.69% +2583 +4.20%
31 Schwab Strategic Tr $18830082 0.60% -49572 -7.08%
32 Wec Energy Group Inc $18696736 0.59% -293 -0.18%
33 Vanguard Morn Value Etf $18612732 0.59% +2181 +2.63%
34 Ishares Tr $17425208 0.55% +137 +0.11%
35 Caterpillar Inc $17102019 0.54% -84 -0.50%
36 Vanguard Morn Small Cap Etf $16852143 0.54% +4555 +8.89%
37 State Street Spde $16264829 0.52% +4446 +0.70%
38 Meta Platforms Inc $16149156 0.51% -2210 -7.32%
39 Broadcom Inc $16051422 0.51% +998 +2.39%
40 Federated Hermes Mdt Small Cap $15999586 0.51% +93484 +27.37%
41 Lilly Eli & Co $15991178 0.51% +2199 +19.76%
42 Ishares Tr $15795211 0.50% -3912 -2.39%
43 Vanguard Scottsdale Fds $15241812 0.48% -4828 -2.33%
44 Vanguard Scottsdale Fds $14306169 0.45% -1275 -0.70%
45 Alps Etf Tr $14271984 0.45% -3555 -1.28%
46 Oracle Corp $13236934 0.42% +3967 +4.57%
47 Advanced Micro Devices Inc $12927805 0.41% -201213 -89.82%
48 Home Depot Inc $12349306 0.39% -1170 -3.22%
49 Coca Cola Co $12322176 0.39% -564 -0.38%
50 Johnson & Johnson $12240344 0.39% +1332 +2.86%
51 Exxon Mobil Corp $12055971 0.38% +280 +0.32%
52 Vanguard Morn Growth Etf $11475943 0.36% +110357 +494.94%
53 Cisco Sys Inc $11419303 0.36% -2971 -2.93%
54 Walmart Inc $11073824 0.35% -108 -0.11%
55 Jpmorgan Chase Finl Co Llc $11046899 0.35% -8008 -2.42%
56 Abbvie Inc $10693893 0.34% -173 -0.41%
57 John Hancock High Yield $10499323 0.33% NEW BUY
58 Vanguard Morningstar $10374235 0.33% +809 +2.98%
59 Costco Whsl Corp New $10148987 0.32% -390 -3.49%
60 Ishares Tr $10017461 0.32% +16651 +21.48%
61 Vanguard Scottsdale Fds $9855464 0.31% +2853 +1.71%
62 Intel Corp $9812651 0.31% -845 -1.17%
63 Ishares Tr $9347990 0.30% -418 -0.46%
64 United Airls Hldgs Inc $9332858 0.30% +23727 +52.84%
65 Spdr Index Shs Fds $8602066 0.27% +16981 +8.75%
66 Avantis Us Small Value $8568573 0.27% +11235 +19.42%
67 Ishares Tr $8236687 0.26% +49843 +299.48%
68 Eaton Corp Plc $8127607 0.26% -745 -3.68%
69 American Centy Etf Tr $8026190 0.26% +24701 +38.14%
70 Umb Finl Corp $7988278 0.25% Held
71 Boeing Co $7955834 0.25% -663 -1.86%
72 Ishares Tr $7858650 0.25% +56 +0.16%
73 Bank First Corp $7765818 0.25% +15 +0.03%
74 Philip Morris Intl Inc $7719048 0.25% +273 +0.65%
75 Ishares Bitcoin Trust Etf $7628508 0.24% +190735 +932.05%
76 State Street Spdr $7500131 0.24% -10870 -6.83%
77 Pepsico Inc $7211494 0.23% -4954 -8.82%
78 Spdr S&P Midcap 400 Etf Tr $7171856 0.23% +101 +0.99%
79 Mastercard Incorporated $7095374 0.23% -925 -6.37%
80 J P Morgan Exchange Traded Fd $7076096 0.22% +15154 +13.76%
81 Tjx Cos Inc New $6973543 0.22% -1608 -3.37%
82 Tesla Inc $6810778 0.22% +2025 +14.27%
83 United Rentals Inc $6758238 0.21% -83 -1.37%
84 Chevron Corp New $6703862 0.21% -1591 -3.80%
85 Rtx Corporation $6698348 0.21% -662 -1.89%
86 State Street Utils $6633896 0.21% +15020 +11.44%
87 Vaneck Etf Trust $6623174 0.21% -12373 -3.21%
88 Visa Inc $6524941 0.21% +305 +1.65%
89 Citigroup Inc $6496930 0.21% -2911 -5.96%
90 Palo Alto Networks Inc $6425324 0.20% -480 -2.53%
91 Oshkosh Corp $6204803 0.20% +288 +0.67%
92 Deere & Co $6123015 0.19% +342 +3.68%
93 Vanguard Morn Mid Cap Value Etf $6108456 0.19% +3378 +12.29%
94 Vanguard Bd Index Fds $6094267 0.19% +5523 +4.72%
95 International Business Machs $6064410 0.19% +398 +1.93%
96 Dimensional Etf Trust $6028033 0.19% -20329 -13.04%
97 Applied Matls Inc $5761761 0.18% -27 -0.31%
98 Abbott Labs $5714661 0.18% -22979 -26.90%
99 Ishares Inc $5694478 0.18% +3554 +5.44%
100 Analog Devices Inc $5621020 0.18% -1056 -6.89%
101 Ge Aerospace $5596159 0.18% +634 +4.44%
102 Invesco Qqq Tr $5452716 0.17% -625 -7.76%
103 J P Morgan Exchange Traded Fd $5437282 0.17% +18710 +26.79%
104 Lam Research Corp $5138708 0.16% -100 -0.77%
105 Salesforce Inc $5108575 0.16% +3558 +12.49%
106 Ishares Tr $5030505 0.16% -122 -0.72%
107 Goldman Sachs Group Inc $4945347 0.16% +370 +8.30%
108 Vanguard Scottsdale Fds $4910133 0.16% +2074 +3.62%
109 Lazard Active Etf Tr $4836207 0.15% +47853 +37.86%
110 Dbx Etf Tr $4835559 0.15% +29370 +24.26%
111 Vanguard Morn Mid Cap Growth Etf $4806244 0.15% +1964 +14.26%
112 Amplify Etf Tr $4674790 0.15% +19251 +23.18%
113 Schwab Strategic Tr $4511719 0.14% Held
114 Wells Fargo Co New $4501687 0.14% -1400 -2.59%
115 Schwab Charles Corp $4500852 0.14% -2158 -4.44%
116 Ishares Tr $4454904 0.14% -544 -2.89%
117 Schwab Strategic Tr $4437180 0.14% +26798 +23.69%
118 Mcdonalds Corp $4427306 0.14% -1178 -6.80%
119 Nextera Energy Inc $4296784 0.14% -1945 -3.82%
120 Vanguard Scottsdale Fds $4295726 0.14% +2098 +2.96%
121 Ge Vernova Inc $4234196 0.13% +555 +18.08%
122 Unitedhealth Group Inc $4206334 0.13% +806 +8.68%
123 Thermo Fisher Scientific Inc $4151375 0.13% -1074 -11.58%
124 Alliant Energy Corp $4101205 0.13% +6122 +12.86%
125 Vanguard Star Fds $4021036 0.13% +2335 +5.24%
126 Blackstone Inc $3998154 0.13% +206 +0.63%
127 Ishares Tr $3944957 0.13% NEW BUY
128 Ishares Tr $3920372 0.12% +9564 +25.89%
129 Corning Inc $3842195 0.12% -3402 -18.10%
130 Fidelity Natl Information Svcs $3795550 0.12% +82110 +540.66%
131 Omnicom Group Inc $3787815 0.12% +15905 +44.05%
132 Spdr Series Trust $3750774 0.12% +1688 +2.64%
133 Ishares Tr $3746276 0.12% -15503 -11.20%
134 Global Pmts Inc $3718990 0.12% -3294 -6.04%
135 Iqvia Hldgs Inc $3681614 0.12% +12715 +200.58%
136 At&T Inc $3662715 0.12% +13976 +8.57%
137 Vaneck Etf Trust $3608800 0.11% Held
138 Mckesson Corp $3607989 0.11% +2 +0.04%
139 Merck & Co Inc $3590679 0.11% +444 +1.60%
140 Emerson Elec Co $3587287 0.11% -911 -3.50%
141 Jazz Pharmaceuticals Plc $3567802 0.11% -3418 -18.76%
142 Spdr Ser Tr $3541615 0.11% -837 -2.11%
143 Bk Of America Corp $3487598 0.11% +9579 +19.10%
144 United Therapeutics Corp Del $3463919 0.11% -1034 -13.92%
145 Vanguard Morn Large Cap Etf $3427112 0.11% -410 -3.96%
146 Ishares Tr $3394329 0.11% +150 +0.65%
147 Fermi Inc $3390821 0.11% -468801 -55.88%
148 General Dynamics Corp $3376432 0.11% -916 -9.03%
149 Tenet Healthcare Corp $3363698 0.11% +11330 +170.38%
150 Ishares Tr $3355950 0.11% +104 +0.24%
151 Aon Plc $3234901 0.10% +602 +6.61%
152 Ishares Tr $3199399 0.10% +1961 +13.03%
153 Morgan Stanley $3165664 0.10% -878 -5.62%
154 Disney Walt Co $3161472 0.10% -3147 -8.79%
155 Altria Group Inc $3126989 0.10% +1181 +2.79%
156 Cvs Health Corp $3099770 0.10% +107 +0.36%
157 Netflix Inc $3081443 0.10% -134 -0.32%
158 Servicenow Inc $3057831 0.10% +13429 +78.29%
159 Texas Instrs Inc $3031573 0.10% +1292 +14.69%
160 General Mtrs Co $3025846 0.10% +9031 +29.91%
161 Associated Banc-Corp $3019418 0.10% -7978 -7.49%
162 Vanguard Specialized Funds $2996845 0.10% -384 -2.97%
163 Ishares Tr $2952336 0.09% +6288 +25.19%
164 Allstate Corp $2945054 0.09% +232 +1.92%
165 Asml Holding N V $2912867 0.09% +388 +34.22%
166 Bristol-Myers Squibb Co $2896999 0.09% +366 +0.73%
167 Vs Trust $2876714 0.09% +10059 +9.07%
168 Vanguard Index Fds $2830220 0.09% +658 +6.05%
169 Ishares Tr $2804572 0.09% -1355 -4.45%
170 Principal Exchange Traded Fds $2724471 0.09% -411772 -74.20%
171 Cummins Inc $2716607 0.09% +19 +0.49%
172 Verizon Communications Inc $2658211 0.08% -507 -0.80%
173 Talen Energy Corp $2628722 0.08% +564 +8.99%
174 Leidos Holdings Inc $2623160 0.08% +13478 +112.34%
175 Pfizer Inc $2622241 0.08% -3649 -3.22%
176 Norfolk Southn Corp $2615386 0.08% -2410 -22.51%
177 Macys Inc $2598743 0.08% -10813 -8.92%
178 Nrg Energy Inc $2572262 0.08% +3155 +21.82%
179 Ishares Tr $2564368 0.08% -804 -3.34%
180 Kla Corp $2525020 0.08% +9173 +1249.73%
181 State Street Industrial $2513941 0.08% +1306 +10.65%
182 Graco Inc $2495130 0.08% Held
183 Vanguard Intl Equity Index Fds $2472821 0.08% +155 +0.38%
184 Capital One Finl Corp $2460618 0.08% +4842 +66.41%
185 Gsk Plc $2347790 0.07% -1008 -2.21%
186 American Tower Corp New $2338005 0.07% -1395 -8.86%
187 Delta Air Lines Inc Del $2324465 0.07% +3440 +15.83%
188 Mondelez Intl Inc $2305274 0.07% -3258 -7.63%
189 Schwab Strategic Tr $2298130 0.07% -1655 -1.96%
190 Oreilly Automotive Inc $2297068 0.07% -1192 -4.49%
191 Invesco Exchange Traded Fd Tr $2290517 0.07% +12616 +96.02%
192 Travelers Companies Inc $2251429 0.07% -923 -12.18%
193 Ishares Tr $2212610 0.07% -1646 -4.38%
194 Vistra Corp $2202895 0.07% +71 +0.51%
195 Linde Plc $2198303 0.07% +1677 +66.95%
196 Synchrony Financial $2194423 0.07% -7393 -20.40%
197 J P Morgan Exchange Traded Fd $2183264 0.07% -1857 -4.25%
198 State Street Spdr $2177362 0.07% +2946 +10.24%
199 Yum Brands Inc $2161114 0.07% -655 -4.71%
200 Lowes Cos Inc $2114308 0.07% -788 -7.64%
201 Union Pac Corp $2105713 0.07% -509 -6.27%
202 Lockheed Martin Corp $2067826 0.07% +18 +0.45%
203 Invesco Exch Traded Fd Tr Ii $2062376 0.07% +10617 +391.34%
204 Us Bancorp Del $2043935 0.06% +8574 +34.88%
205 Phillips 66 $2030091 0.06% +90 +0.78%
206 Conocophillips $1990049 0.06% -3206 -14.32%
207 American Express Co $1966099 0.06% +325 +6.05%
208 Danaher Corporation $1958756 0.06% -394 -3.71%
209 Cencora Inc $1928209 0.06% -1757 -20.93%
210 Slb Limited $1889252 0.06% -628 -1.51%
211 Vanguard Admiral Fds Inc $1888655 0.06% +19068 +501.00%
212 State Street Select Sector Spdr $1879473 0.06% +2169 +6.63%
213 Dell Technologies Inc $1852639 0.06% +490 +12.78%
214 Vanguard World Fds $1833893 0.06% +14089 +968.32%
215 Marathon Pete Corp $1815385 0.06% -1039 -13.24%
216 Amphenol Corp New $1791247 0.06% -348 -3.22%
217 Honeywell Aerospace Inc $1746679 0.06% NEW BUY
218 Vanguard Intl Equity Index Fds $1736628 0.06% +906 +8.93%
219 Blackrock Inc $1731364 0.06% -126 -6.63%
220 Western Alliance Bancorp $1725131 0.05% -13886 -39.82%
221 Intercontinental Exchange Inc $1705938 0.05% -1199 -8.36%
222 Ishares Tr $1698777 0.05% Held
223 Ishares Tr $1686743 0.05% NEW BUY
224 Csx Corp $1670774 0.05% -8769 -19.97%
225 Ishares Tr $1654962 0.05% -406 -3.89%
226 Valero Energy Corp $1652700 0.05% +769 +13.87%
227 Medtronic Plc $1650161 0.05% -3518 -14.65%
228 Ishares Tr $1638596 0.05% -481 -10.75%
229 Vanguard World Fd $1627455 0.05% +14370 +353.68%
230 3m Co $1611514 0.05% -528 -5.01%
231 Freeport-Mcmoran Inc $1601594 0.05% -1668 -6.05%
232 Ishares Tr $1600274 0.05% -1855 -11.22%
233 Vanguard Whitehall Fds $1596547 0.05% +142 +1.44%
234 Barclays Plc $1570289 0.05% NEW BUY
235 Duke Energy Corp New $1568315 0.05% +146 +1.19%
236 Tapestry Inc $1562564 0.05% -300 -2.73%
237 Vanguard Scottsdale Fds $1542608 0.05% -381 -4.60%
238 Kimberly-Clark Corp $1518575 0.05% -1916 -12.33%
239 Crowdstrike Hldgs Inc $1507205 0.05% +3151 +217.61%
240 Rbc Bearings Inc $1468957 0.05% -626 -20.77%
241 Ishares Tr $1456730 0.05% +8938 +256.47%
242 Flexshares Tr $1439834 0.05% -6454 -18.19%
243 Ishares Tr $1414804 0.04% +2431 +34.08%
244 Spdr Series Trust $1413439 0.04% +4 +0.01%
245 Keysight Technologies Inc $1409050 0.04% -1149 -20.68%
246 First Tr Exchange-Traded Alp $1405852 0.04% NEW BUY
247 Vanguard Intl Equity Index Fds $1405330 0.04% +1964 +13.30%
248 Fedex Corp $1398139 0.04% -47 -1.04%
249 Honeywell Intl Inc $1382111 0.04% NEW BUY
250 Plexus Corp $1371872 0.04% Held
251 Parker-Hannifin Corp $1371742 0.04% +506 +56.35%
252 Biogen Inc $1370217 0.04% -40 -0.61%
253 Dover Corp $1357190 0.04% -88 -1.42%
254 Ishares Tr $1355021 0.04% +45491 +320.99%
255 Spdr Series Trust $1332460 0.04% -1146 -5.44%
256 Ishares Tr $1325997 0.04% +1192 +6.39%
257 State Street Spdr Nuveen Ice $1323160 0.04% Held
258 Vanguard Scottsdale Fds $1319878 0.04% -201 -4.20%
259 Energy Transfer L P $1319796 0.04% -16986 -19.75%
260 State Street Spdr $1306970 0.04% -613 -4.32%
261 First Tr Exchange Traded Fd $1287969 0.04% +12991 +431.74%
262 Invesco Exchange Traded Fd Tr $1279385 0.04% Held
263 Shell Plc $1276219 0.04% -855 -4.95%
264 Amgen Inc $1268576 0.04% -207 -5.61%
265 Vanguard Morn Small Cap Growth Etf $1268419 0.04% +244 +7.52%
266 Ishares Tr $1266027 0.04% +411 +3.27%
267 Booking Holdings Inc $1265704 0.04% +6729 +2558.56%
268 Darling Ingredients Inc $1262651 0.04% NEW BUY
269 Carrier Global Corporation $1252895 0.04% -609 -3.32%
270 Accenture Plc Ireland $1249454 0.04% -3643 -27.64%
271 Enterprise Prods Partners L P $1242709 0.04% -152 -0.45%
272 Bunge Global Sa $1239669 0.04% +4576 +65.01%
273 Quanta Svcs Inc $1229828 0.04% -64 -3.61%
274 World Gold Tr $1229104 0.04% +210 +1.38%
275 Constellation Energy Corp $1207474 0.04% +98 +2.05%
276 Stryker Corporation $1180694 0.04% -212 -5.45%
277 Direxion Daily Pltr Bull 2x Etf $1178957 0.04% NEW BUY
278 Keurig Dr Pepper Inc $1169737 0.04% NEW BUY
279 Intuitive Surgical Inc $1163233 0.04% +453 +19.20%
280 Ishares Tr $1139988 0.04% -1801 -4.18%
281 Hni Corp $1136087 0.04% -1600 -5.38%
282 Monster Beverage Corp New $1133095 0.04% +87 +0.75%
283 Evergy Inc $1129466 0.04% -59 -0.45%
284 Intuit $1111464 0.04% -670 -13.79%
285 Signet Jewelers Limited $1099481 0.03% +1236 +10.73%
286 Vanguard Scottsdale Fds $1096764 0.03% -298 -3.19%
287 Vanguard Morn Small Cap Value Etf $1092537 0.03% +555 +14.10%
288 Corteva Inc $1089198 0.03% -24 -0.19%
289 Invesco Exch Traded Fd Tr Ii $1087562 0.03% +679 +3.69%
290 Target Corp $1071831 0.03% +143 +1.75%
291 Air Prods & Chems Inc $1067628 0.03% -1992 -35.92%
292 Qualcomm Inc $1064528 0.03% +40 +0.70%
293 Summit Therapeutics Plc Adr $1057680 0.03% NEW BUY
294 Taiwan Semiconductor Manufac $1057189 0.03% +191 +8.89%
295 Spdr Gold Tr $1056915 0.03% +764 +36.77%
296 Waste Mgmt Inc Del $1056098 0.03% -396 -7.79%
297 Palantir Technologies Inc $1055681 0.03% -380 -4.55%
298 J P Morgan Exchange Traded Fd $1048085 0.03% +13173 +143.18%
299 Ishares Tr $1045817 0.03% +1292 +44.02%
300 Home Bancshares Inc $1038935 0.03% Held
301 Adobe Systems Incorporated $1015514 0.03% -4189 -46.38%
302 Monolithic Pwr Sys Inc $1015186 0.03% -335 -30.76%
303 Axon Enterprise Inc $1008207 0.03% -266 -14.10%
304 Vanguard Index Fds $1008106 0.03% -397 -3.69%
305 United Parcel Service Inc $1006430 0.03% +1142 +14.06%
306 Trane Technologies Plc $986248 0.03% +55 +2.82%
307 Workday Inc $979849 0.03% NEW BUY
308 Ovintiv Inc $970012 0.03% +87 +0.48%
309 Becton Dickinson & Co $969551 0.03% -1602 -20.24%
310 Bank Montreal Medium $944962 0.03% -35 -0.65%
311 Comcast Corp New $944094 0.03% -11446 -22.73%
312 Kkr & Co Inc $942620 0.03% -2707 -21.28%
313 Progressive Corp $933370 0.03% -105 -2.50%
314 Chemed Corp New $931480 0.03% Held
315 Roper Technologies Inc $929949 0.03% -22 -0.81%
316 Donaldson Inc $927683 0.03% Held
317 Southern Co $892731 0.03% +96 +1.04%
318 Invesco Exch Traded Fd Tr Ii $888888 0.03% NEW BUY
319 Ishares Tr $884841 0.03% Held
320 State Street Technology $879823 0.03% +853 +22.36%
321 Eog Res Inc $870953 0.03% -1605 -19.28%
322 Xcel Energy Inc $868289 0.03% +43 +0.40%
323 Rbb Fd Inc $866920 0.03% -922 -4.39%
324 Ishares Tr $866257 0.03% +6746 +64.69%
325 Ishares Tr $863474 0.03% Held
326 Hubspot Inc $849402 0.03% -3428 -42.42%
327 Globus Med Inc $847882 0.03% -1567 -12.90%
328 Vanguard World Fds $846796 0.03% Held
329 Paccar Inc $842842 0.03% -1691 -20.17%
330 Janus Detroit Str Tr $834071 0.03% -800 -4.14%
331 Illinois Tool Wks Inc $830513 0.03% -36 -1.16%
332 Metlife Inc $824863 0.03% -9337 -48.92%
333 State Street Spdr Nuveen Ice Short Term $812349 0.03% Held
334 Sprott Fds Tr $810622 0.03% +1047 +7.29%
335 Proshares Tr $808426 0.03% NEW BUY
336 Gilead Sciences Inc $799297 0.03% +127 +2.07%
337 Prologis Inc. $797979 0.03% -1509 -20.80%
338 The Cigna Group $778455 0.02% +134 +5.04%
339 Ishares Tr $771097 0.02% -276 -7.34%
340 Ea Series Trust $765642 0.02% NEW BUY
341 Global X Fds $764663 0.02% +2088 +13.55%
342 Chubb Limited $762294 0.02% +15 +0.69%
343 Invesco Exch Traded Fd Tr Ii $761695 0.02% -5115 -13.64%
344 Dominion Energy Inc $760101 0.02% -1270 -10.30%
345 Cognizant Technology Solutions $759921 0.02% NEW BUY
346 Fidelity Covington Trust $756080 0.02% -319 -2.53%
347 Shopify Inc $754479 0.02% -844 -11.85%
348 Aaon Inc $753798 0.02% -2440 -26.14%
349 Burlington Stores Inc $751851 0.02% -483 -16.71%
350 Johnson Ctls Intl Plc $747391 0.02% +1621 +45.28%
351 Onto Innovation Inc $747192 0.02% -770 -23.85%
352 Vertex Pharmaceuticals Inc $739833 0.02% +22 +1.55%
353 State Street Spdr $735367 0.02% -50 -1.03%
354 Ishares Tr $733450 0.02% Held
355 Alaska Air Group Inc $731634 0.02% -89630 -86.48%
356 Masco Corp $725189 0.02% +9 +0.10%
357 Smucker J M Co $719887 0.02% NEW BUY
358 Pimco Etf Tr $716379 0.02% Held
359 Advanced Drain Sys Inc Del $706959 0.02% -952 -16.93%
360 Repligen Corp $682686 0.02% -1343 -21.77%
361 Invesco Exch Traded Fd Tr Ii $672473 0.02% NEW BUY
362 Copart Inc $664375 0.02% -4971 -17.71%
363 Invesco Exch Traded Fd Tr Ii $660551 0.02% NEW BUY
364 Balchem Corp $660191 0.02% -1078 -21.43%
365 Vanguard Scottsdale Fds $657095 0.02% NEW BUY
366 Entergy Corp New $643709 0.02% -27 -0.48%
367 Schwab Strategic Tr $641385 0.02% +6850 +46.17%
368 Heico Corp New $641342 0.02% +920 +60.45%
369 Rollins Inc $634718 0.02% -3271 -18.05%
370 Automatic Data Processing Inc $632046 0.02% +513 +23.33%
371 Datadog Inc $631019 0.02% -437 -15.03%
372 State Street Healthcare $628927 0.02% -541 -12.01%
373 Grainger W W Inc $625784 0.02% -40 -8.00%
374 Ferguson Enterprises Inc $609614 0.02% +6 +0.23%
375 Dimensional Etf Trust $606356 0.02% Held
376 Arista Networks Inc $604920 0.02% +478 +15.86%
377 Acm Resh Inc $603996 0.02% -512 -9.71%
378 Starbucks Corp $599030 0.02% +264 +4.71%
379 Tyler Technologies Inc $598782 0.02% -430 -18.64%
380 Nike Inc $597979 0.02% -4045 -22.11%
381 Novanta Inc $597561 0.02% -594 -14.08%
382 Ishares Tr $594262 0.02% -364 -4.07%
383 Victory Portfolios Ii $593956 0.02% +6667 +111.12%
384 Global X Fds $590118 0.02% Held
385 L3harris Technologies Inc $586870 0.02% +31 +1.59%
386 Cadence Design System Inc $586201 0.02% -240 -13.33%
387 Bank Of Ny Mellon Corp $584103 0.02% -130 -3.23%
388 Healthequity Inc $580579 0.02% -688 -10.27%
389 Performance Food Group Co $576321 0.02% +29 +0.58%
390 Ametek Inc $573881 0.02% +13 +0.55%
391 Church & Dwight Co Inc $561653 0.02% -1297 -18.37%
392 Boston Scientific Corp $556845 0.02% -50010 -79.31%
393 Warner Bros Discovery Inc $554555 0.02% +11 +0.05%
394 Dimensional Etf Trust $553350 0.02% +1928 +14.90%
395 Flex Ltd $549741 0.02% Held
396 J P Morgan Exchange Traded Fd $548330 0.02% -919 -7.81%
397 Sherwin Williams Co $546738 0.02% +185 +13.40%
398 Capital Group Core Balanced $546114 0.02% NEW BUY
399 Construction Partners Inc $545638 0.02% -761 -13.10%
400 Ishares Tr $540513 0.02% Held
401 First Tr Exchange-Traded Fd $540413 0.02% NEW BUY
402 Devon Energy Corp New $536705 0.02% NEW BUY
403 Aflac Inc $536184 0.02% +9 +0.20%
404 Exponent Inc $530776 0.02% -2742 -24.01%
405 Ishares Silver Tr $527995 0.02% -17372 -64.86%
406 Bp Plc $527976 0.02% -5270 -27.18%
407 Exlservice Hldgs Inc $527136 0.02% -5806 -23.01%
408 Eqt Corp $525629 0.02% +662 +7.05%
409 Ameriprise Finl Inc $517324 0.02% +422 +65.94%
410 Spdr Series Trust $514850 0.02% NEW BUY
411 Fidelity Covington Trust $513499 0.02% NEW BUY
412 Autozone Inc $508154 0.02% +1 +0.63%
413 Dbx Etf Tr $503017 0.02% Held
414 Dimensional Etf Trust $495417 0.02% Held
415 Schwab Strategic Tr $492845 0.02% Held
416 Ishares Tr $492653 0.02% +296 +4.23%
417 Wisdomtree Tr $489690 0.02% Held
418 Pnc Finl Svcs Group Inc $486437 0.02% -493 -20.42%
419 Ishares Tr $486333 0.02% NEW BUY
420 Spdr Series Trust $482308 0.02% NEW BUY
421 Bio-Techne Corp $477892 0.02% -2298 -25.43%
422 Marvell Technology Inc $476902 0.02% -9715 -83.55%
423 Schneider National Inc $475990 0.02% -3353 -20.10%
424 Hubbell Inc $474542 0.02% -13 -1.41%
425 Humana Inc $470646 0.01% NEW BUY
426 Old Second Bancorp Inc Del $469276 0.01% Held
427 Arch Cap Group Ltd $467919 0.01% +293 +6.81%
428 Ecolab Inc $464363 0.01% -163 -8.99%
429 Vanguard World Fd $464159 0.01% Held
430 J P Morgan Exchange Traded Fd $455692 0.01% Held
431 Carlisle Cos Inc $455266 0.01% -91 -6.84%
432 S&P Global Inc $449047 0.01% +489 +86.24%
433 Vulcan Matls Co $448724 0.01% -210 -12.49%
434 Western Digital Corp $436353 0.01% +25 +3.42%
435 Aramark $429520 0.01% -1634 -17.56%
436 Ishares Tr $429404 0.01% NEW BUY
437 Regeneron Pharmaceuticals $426501 0.01% -21 -2.98%
438 Chipotle Mexican Grill Inc $422518 0.01% -3819 -23.51%
439 Nxp Semiconductors N V $422448 0.01% -370 -19.72%
440 First Tr Exchange-Traded Alp $419340 0.01% NEW BUY
441 Kinsale Cap Group Inc $418417 0.01% -379 -23.93%
442 Watsco Inc $417932 0.01% -279 -21.04%
443 Annaly Capital Management In $416066 0.01% +5020 +38.39%
444 Listed Fds Tr $414045 0.01% +114 +1.58%
445 Fortune Brands Innovations, Inc $413617 0.01% Held
446 Vanguard Bd Index Fds $406327 0.01% +2531 +93.95%
447 Dte Energy Co $401494 0.01% +32 +1.23%
448 Zimmer Biomet Holdings Inc $400958 0.01% -4891 -52.27%
449 American Elec Pwr Co Inc $400441 0.01% -171 -5.49%
450 Space Exploration Techn Corp $398965 0.01% NEW BUY
451 Fastenal Co $397591 0.01% +987 +13.63%
452 Kinder Morgan Inc Del $397199 0.01% +1301 +11.58%
453 Microchip Technology Inc. $391977 0.01% +17 +0.40%
454 Paypal Hldgs Inc $391556 0.01% -17636 -66.04%
455 J P Morgan Exchange Traded F $387682 0.01% NEW BUY
456 Uber Technologies Inc $387230 0.01% -1099 -17.05%
457 Valvoline Inc $382157 0.01% +111 +1.13%
458 Descartes Sys Group Inc $380715 0.01% -1638 -23.93%
459 Goldman Sachs Etf Tr $380655 0.01% Held
460 Citizens Finl Group Inc $379429 0.01% +75 +1.40%
461 Apollo Global Mgmt Inc $371152 0.01% NEW BUY
462 Amplify Etf Tr $367288 0.01% NEW BUY
463 Ryan Specialty Holdings Inc $367016 0.01% -2855 -24.28%
464 Vanguard Admiral Fds Inc $366235 0.01% Held
465 Ishares Tr $361834 0.01% -160 -6.46%
466 White Mtns Ins Group Ltd $361767 0.01% -56 -25.11%
467 Garmin Ltd $359872 0.01% +3 +0.20%
468 Exelon Corp $359393 0.01% +37 +0.48%
469 Ul Solutions Inc $355741 0.01% +329 +9.00%
470 Seagate Technology Hldngs Pl $355118 0.01% -334 -44.95%
471 Edwards Lifesciences Corp $351256 0.01% -3034 -43.86%
472 Invesco Exch Trd Slf Idx Fd $348386 0.01% NEW BUY
473 Dimensional Etf Trust $347640 0.01% Held
474 Sprott Asset Management Lp $346609 0.01% Held
475 Ishares Tr $344920 0.01% NEW BUY
476 Principal Financial Group Inc $343064 0.01% Held
477 Wafd Inc $342452 0.01% +123 +1.40%
478 Prudential Finl Inc $339439 0.01% +129 +4.28%
479 Pool Corp $337724 0.01% -461 -22.71%
480 Gallagher Arthur J & Co $337631 0.01% -104 -7.14%
481 Bjs Whsl Club Hldgs Inc $334627 0.01% -871 -18.56%
482 Spotify Technology S A $334243 0.01% -59 -7.86%
483 Ishares Tr $334227 0.01% Held
484 Idexx Labs Inc $333903 0.01% -38 -6.04%
485 Sandisk Corp $327953 0.01% NEW BUY
486 Spdr Series Trust $325480 0.01% NEW BUY
487 First Tr Exchng Traded Fd Vi $325400 0.01% NEW BUY
488 Invesco Exchange Traded Fd Tr $324435 0.01% Held
489 Sprott Asset Management Lp $322526 0.01% Held
490 Fortinet Inc $322294 0.01% NEW BUY
491 Morgan Stanley Etf Trust $318773 0.01% NEW BUY
492 Lauder Estee Cos Inc $315800 0.01% Held
493 Aptargroup Inc $315781 0.01% -48 -1.88%
494 Cme Group Inc $314813 0.01% -384 -22.26%
495 Fair Isaac Corp $313908 0.01% -47 -16.15%
496 Cheniere Energy Inc $312386 0.01% NEW BUY
497 Applovin Corp $311048 0.01% NEW BUY
498 Vertiv Holdings Co $310827 0.01% NEW BUY
499 Calamos Strategic Total Retu $309817 0.01% Held
500 Digital Rlty Tr Inc $309775 0.01% -64 -3.58%
501 Kraft Heinz Co $308736 0.01% +562 +4.49%
502 Spdr Index Shs Fds $307954 0.01% -73 -1.18%
503 Vanguard Malvern Fds $304702 0.01% NEW BUY
504 Ishares Tr $301256 0.01% +8 +0.11%
505 Eaton Vance Tax-Managed Dive $301109 0.01% Held
506 Fiserv Inc $301101 0.01% -63 -1.07%
507 Ollies Bargain Outlet Hldgs $300613 0.01% -1311 -23.17%
508 Sony Group Corp $300176 0.01% Held
509 Ishares Tr $299829 0.01% +1 +0.03%
510 State Street Spdr $299400 0.01% Held
511 Alliancebernstein Hldg L P $298233 0.01% -500 -5.82%
512 Koninklijke Philips N V $297651 0.01% +299 +2.91%
513 Quest Diagnostics Inc $295842 0.01% +78 +5.96%
514 Diamondback Energy Inc $294299 0.01% NEW BUY
515 Carvana Co $294118 0.01% +3437 +463.21%
516 Invesco Exchange Traded Fd T $293813 0.01% NEW BUY
517 Marsh & Mclennan Cos Inc $291974 0.01% -3995 -70.51%
518 Silgan Hldgs Inc $288978 0.01% NEW BUY
519 Host Hotels & Resorts Inc $283604 0.01% +44 +0.36%
520 Snowflake Inc $283319 0.01% NEW BUY
521 Best Buy Inc $282501 0.01% Held
522 Spdr Series Trust $281817 0.01% NEW BUY
523 American Healthcare Reit Inc $281046 0.01% +635 +13.85%
524 Ciena Corp $280600 0.01% +7 +1.24%
525 Ishares Tr $279734 0.01% NEW BUY
526 Hartford Fds Exchange Traded $278135 0.01% NEW BUY
527 Corecivic Inc $277613 0.01% -3393 -27.10%
528 Hilton Worldwide Hldgs Inc $274825 0.01% +12 +1.50%
529 Nxg Cushing Midstream Energy $273892 0.01% NEW BUY
530 Vanguard Charlotte Fds $273263 0.01% NEW BUY
531 Affiliated Managers Group Inc $272940 0.01% -1 -0.12%
532 Community Financial System Inc $268480 0.01% Held
533 Hartford Insurance Group Inc $267690 0.01% +214 +11.85%
534 Enbridge Inc $265954 0.01% Held
535 Ventas Inc $264585 0.01% -51 -1.75%
536 Henry Jack & Assoc Inc $264362 0.01% Held
537 Middleby Corp $261454 0.01% Held
538 Raymond James Finl Inc $260931 0.01% -63 -3.86%
539 Expand Energy Corporation $257977 0.01% -5580 -66.36%
540 Ishares Tr $256767 0.01% NEW BUY
541 Lattice Strategies Tr $255761 0.01% +10 +0.28%
542 Huntington Ingalls Inds Inc $255539 0.01% -772 -45.82%
543 Hewlett Packard Enterprise C $255297 0.01% -5851 -49.72%
544 Rocket Lab Corp $252905 0.01% NEW BUY
545 Howmet Aerospace Inc $252342 0.01% +46 +5.34%
546 T-Mobile Us Inc $250870 0.01% -2063 -59.92%
547 Houlihan Lokey Inc $249857 0.01% NEW BUY
548 United Fire Group Inc $249038 0.01% NEW BUY
549 Spdr Index Shs Fds $248249 0.01% NEW BUY
550 Aci Worldwide Inc $247929 0.01% +43 +0.88%
551 Wyndham Hotels & Resorts Inc $245893 0.01% Held
552 Manitowoc Co Inc $245789 0.01% Held
553 Vanguard World Fd $244170 0.01% Held
554 State Str Corp $243545 0.01% NEW BUY
555 Costar Group Inc $242285 0.01% -1353 -13.81%
556 Darden Restaurants Inc $241237 0.01% +2 +0.17%
557 Welltower Inc $241174 0.01% NEW BUY
558 Essential Utils Inc $239438 0.01% Held
559 Esco Technologies Inc $237045 0.01% -201 -22.51%
560 Jabil Inc $235401 0.01% NEW BUY
561 Reaves Util Income Fd $235270 0.01% Held
562 Novartis Ag $235080 0.01% Held
563 Ss&C Technologies Hldgs Inc $235045 0.01% Held
564 Simon Ppty Group Inc New $233938 0.01% NEW BUY
565 Public Storage $233588 0.01% NEW BUY
566 Ishares Tr $233222 0.01% NEW BUY
567 Dnp Select Income Fd Inc $230423 0.01% -3142 -12.92%
568 Colgate Palmolive Co $230025 0.01% -147 -5.53%
569 Cooper Cos Inc $229593 0.01% -880 -21.77%
570 J P Morgan Exchange Traded F $229497 0.01% NEW BUY
571 State Street Energy Select $229328 0.01% -3832 -47.02%
572 Cloudflare Inc $227003 0.01% NEW BUY
573 Axcelis Technologies Inc $226013 0.01% NEW BUY
574 Smith A O Corp $225792 0.01% -300 -7.69%
575 Bath & Body Works Inc $223562 0.01% -1096 -9.70%
576 Ishares Tr $223136 0.01% NEW BUY
577 Ishares Tr $221595 0.01% NEW BUY
578 Eplus Inc $220825 0.01% -869 -24.69%
579 Verisk Analytics Inc $220278 0.01% -35 -2.90%
580 Victory Portfolios Ii $218236 0.01% NEW BUY
581 Sprott Etf Trust $217800 0.01% Held
582 J P Morgan Exchange Traded Fd $216676 0.01% NEW BUY
583 Sprott Etf Trust $214922 0.01% Held
584 Ishares Gold Tr $212585 0.01% +119 +4.58%
585 First Tr Exchange-Traded Alp $212446 0.01% NEW BUY
586 Schwab Strategic Tr $210989 0.01% -1334 -13.02%
587 Viatris Inc $209419 0.01% NEW BUY
588 Ishares Tr $209022 0.01% NEW BUY
589 Steris Plc $209014 0.01% -145 -12.89%
590 Bhp Group Ltd $208275 0.01% NEW BUY
591 Owens Corning New $207708 0.01% -654 -31.61%
592 Rockwell Automation Inc $207438 0.01% NEW BUY
593 Everus Constr Group $207438 0.01% NEW BUY
594 First Tr Exchange-Traded Alp $207341 0.01% NEW BUY
595 American Centy Etf Tr $206615 0.01% Held
596 Fidelity Covington Trust $206548 0.01% NEW BUY
597 Ishares Tr $203983 0.01% NEW BUY
598 Equifax Inc $203796 0.01% +21 +1.66%
599 International Flavors&Fragra $203531 0.01% -813 -24.85%
600 Firstcash Holdings Inc $202982 0.01% -572 -38.73%
601 Insight Enterprises Inc $201413 0.01% NEW BUY
602 Vanguard Scottsdale Fds $200839 0.01% NEW BUY
603 Ford Mtr Co $172564 0.01% +638 +5.39%
604 Amprius Technologies Inc $164976 0.01% -1402 -10.54%
605 Genworth Finl Inc $155149 0.00% -6909 -29.82%
606 Gabelli Equity Tr Inc $108344 0.00% NEW BUY
607 Newsmax Inc $92781 0.00% NEW BUY
608 Lloyds Banking Group Plc $72553 0.00% Held
609 Innventure Inc $67691 0.00% Held
610 Gray Media Inc $62309 0.00% +305 +2.00%
611 Ardagh Metal Packaging S A $47200 0.00% Held
612 Akebia Threapeutics Inc $26000 0.00% Held

Closed last quarter

Soleno Therapeutics Inc Honeywell Intl Inc Okta Inc Wix Com Ltd Coterra Energy Inc D R Horton Inc Amcor Plc Epam Sys Inc American Wtr Wks Co Inc New Mcgrath Rentcorp Sysco Corp Gxo Logistics Incorporated Bentley Sys Inc Northrop Grumman Corp Murphy Usa Inc Constellation Brands Inc Permian Resources Corp Vanguard World Fd Gigacloud Technology Inc Mdu Res Group Inc Avery Dennison Corp Deluxe Corp Medium Term Nts Profesionally Managed Portfo Airbnb Inc Spdr Index Shs Fds Spdr Index Shs Fds Lithia Mtrs Inc Assured Guaranty Ltd Consolidated Edison Inc Centerpoint Energy Inc Old Dominion Freight Line In Wabash Natl Corp Nokia Corp Cleveland-Cliffs Inc New Heron Therapeutics 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.