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BROWN, LISLE/CUMMINGS, INC.

Q4 2025 · 13F-HR

BROWN, LISLE/CUMMINGS, INC.holdings as filed

Filed 2026-01-23 · accession 0000014745-26-000001

$405.9M
Reported value
742
Positions
2025-12-31
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 742

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$17.5M4.32%25,700CommonNONE
02079K305GOOGLALPHABET INC$16.7M4.10%53,233CommonNONE
594918104MSFTMICROSOFT CORP$14.4M3.55%29,775CommonNONE
037833100AAPLAPPLE INC$13.5M3.33%49,651CommonNONE
023135106AMZNAMAZON COM INC$12.5M3.07%53,977CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$10.9M2.68%67,093CommonNONE
02079K107GOOGALPHABET INC$9.6M2.36%30,569CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$8.0M1.97%24,781CommonNONE
031162100AMGNAMGEN INC$7.8M1.93%23,934CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$7.1M1.75%74,443CommonNONE
00287Y109ABBVABBVIE INC$6.5M1.61%28,579CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$6.5M1.60%24,221CommonNONE
30303M102METAMETA PLATFORMS INC$6.3M1.55%9,506CommonNONE
136375102CNICANADIAN NATL RY CO$5.4M1.33%54,778CommonNONE
67066G104NVDANVIDIA CORPORATION$5.3M1.30%28,251CommonNONE
231021106CMICUMMINS INC$5.2M1.29%10,274CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.2M1.29%10,395CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5.0M1.23%8,581CommonNONE
09260D107BXBLACKSTONE INC$4.6M1.14%30,130CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$4.5M1.11%15,294CommonNONE
78468R663BILSPDR SERIES TRUST$4.5M1.11%49,096CommonNONE
922475108VEEVVEEVA SYS INC$4.2M1.03%18,763CommonNONE
04010L103ARCCARES CAPITAL CORP$4.0M0.98%196,275CommonNONE
64110L106NFLXNETFLIX INC$3.9M0.97%41,984CommonNONE
92537N108VRTVERTIV HOLDINGS CO$3.9M0.97%24,187CommonNONE
278865100ECLECOLAB INC$3.8M0.94%14,574CommonNONE
571748102MRSHMARSH &MCLENNAN COS INC$3.8M0.93%20,348CommonNONE
30231G102XOMEXXON MOBIL CORP$3.8M0.93%31,295CommonNONE
92936U109WPCWP CAREY INC$3.6M0.88%55,794CommonNONE
532457108LLYELI LILLY &CO$3.6M0.88%3,320CommonNONE
58933Y105MRKMERCK &CO INC$3.5M0.85%32,887CommonNONE
438516106HONHONEYWELL INTL INC$3.1M0.77%16,016CommonNONE
92826C839VVISA INC$3.1M0.76%8,776CommonNONE
244199105DEDEERE &CO$3.1M0.76%6,588CommonNONE
670100205NVONOVO-NORDISK A S$3.0M0.74%59,095CommonNONE
464288158SUBISHARES TR$3.0M0.73%27,927CommonNONE
75513E101RTXRTX CORPORATION$2.9M0.72%15,890CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.9M0.71%3,326CommonNONE
882508104TXNTEXAS INSTRS INC$2.8M0.69%16,244CommonNONE
478160104JNJJOHNSON &JOHNSON$2.8M0.69%13,582CommonNONE
88160R101TSLATESLA INC$2.7M0.66%5,965CommonNONE
464287614IWFISHARES TR$2.6M0.64%5,497CommonNONE
166764100CVXCHEVRON CORP NEW$2.5M0.61%16,327CommonNONE
863667101SYKSTRYKER CORPORATION$2.4M0.60%6,876CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$2.4M0.59%15,448CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.2M0.55%12,212CommonNONE
060505104BACBANK AMERICA CORP$2.1M0.53%38,897CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.9M0.48%19,344CommonNONE
871829107SYYSYSCO CORP$1.9M0.46%25,533CommonNONE
72201R833MINTPIMCO ETF TR$1.9M0.46%18,474CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1.9M0.46%23,414CommonNONE
922908637VVVANGUARD INDEX FDS$1.8M0.45%5,755CommonNONE
713448108PEPPEPSICO INC$1.8M0.44%12,436CommonNONE
17275R102CSCOCISCO SYS INC$1.8M0.43%22,723CommonNONE
539830109LMTLOCKHEED MARTIN CORP$1.7M0.42%3,565CommonNONE
92204A504VHTVANGUARD WORLD FD$1.7M0.42%5,885CommonNONE
78433H303SPYINEOS ETF TRUST$1.7M0.41%32,000CommonNONE
46090A713EFAAINVESCO ACTIVELY MANAGED EXC$1.7M0.41%30,839CommonNONE
717081103PFEPFIZER INC$1.7M0.41%66,837CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.7M0.41%2,905CommonNONE
922908769VTIVANGUARD INDEX FDS$1.6M0.39%4,759CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.6M0.39%21,555CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$1.5M0.38%2,734CommonNONE
174610105CFGCITIZENS FINL GROUP INC$1.5M0.38%26,063CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.5M0.37%10,561CommonNONE
149123101CATCATERPILLAR INC$1.5M0.37%2,633CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.5M0.37%18,718CommonNONE
82509L107SHOPSHOPIFY INC$1.5M0.36%9,100CommonNONE
88579Y101MMM3M CO$1.5M0.36%9,076CommonNONE
191216100KOCOCA COLA CO$1.4M0.34%19,783CommonNONE
940610108WASHWASHINGTON TR BANCORP INC$1.4M0.34%46,478CommonNONE
464287507IJHISHARES TR$1.4M0.34%20,708CommonNONE
219350105GLWCORNING INC$1.4M0.33%15,500CommonNONE
126408103CSXCSX CORP$1.3M0.33%36,853CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.3M0.33%7,492CommonNONE
890516107TRTOOTSIE ROLL INDS INC$1.3M0.33%36,281CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1.3M0.33%12,920CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.32%32,158CommonNONE
941848103WATWATERS CORP$1.3M0.32%3,445CommonNONE
79466L302CRMSALESFORCE INC$1.3M0.32%4,902CommonNONE
65339F101NEENEXTERA ENERGY INC$1.3M0.31%15,682CommonNONE
553498106MSAMSA SAFETY INC$1.2M0.31%7,775CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.2M0.31%23,011CommonNONE
00206R102TAT&T INC$1.2M0.31%49,868CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.2M0.30%15,708CommonNONE
N07059210ASMLASML HOLDING N V$1.2M0.29%1,106CommonNONE
084423102WRBBERKLEY W R CORP$1.2M0.29%16,780CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.1M0.27%5,283CommonNONE
31428X106FDXFEDEX CORP$1.1M0.27%3,804CommonNONE
92204A702VGTVANGUARD WORLD FD$1.1M0.27%1,445CommonNONE
126650100CVSCVS HEALTH CORP$1.1M0.27%13,604CommonNONE
747525103QCOMQUALCOMM INC$1.0M0.25%6,025CommonNONE
889478103TOLTOLL BROTHERS INC$1.0M0.25%7,600CommonNONE
922908744VTVVANGUARD INDEX FDS$1.0M0.25%5,307CommonNONE
46090E103QQQINVESCO QQQ TR$1.0M0.25%1,649CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$1.0M0.25%22,302CommonNONE
67077M108NTRNUTRIEN LTD$977,1270.24%15,832CommonNONE
369550108GDGENERAL DYNAMICS CORP$971,3490.24%2,885CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$945,8350.23%3,677CommonNONE
29250N105ENBENBRIDGE INC$942,7670.23%19,711CommonNONE
461202103INTUINTUIT$939,2780.23%1,418CommonNONE
464287655IWMISHARES TR$934,1770.23%3,795CommonNONE
291011104EMREMERSON ELEC CO$922,2710.23%6,949CommonNONE
592688105MTDMETTLER TOLEDO INTERNATIONAL$917,3770.23%658CommonNONE
125523100CITHE CIGNA GROUP$902,7930.22%3,280CommonNONE
134429109CPBTHE CAMPBELLS COMPANY$902,3910.22%32,379CommonNONE
92204A603VISVANGUARD WORLD FD$887,6810.22%2,975CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$880,8200.22%11,858CommonNONE
20030N101CMCSACOMCAST CORP NEW$854,0770.21%28,574CommonNONE
68389X105ORCLORACLE CORP$850,7820.21%4,365CommonNONE
631103108NDAQNASDAQ INC$842,6030.21%8,675CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$842,1320.21%8,490CommonNONE
464287499IWRISHARES TR$837,5490.21%8,700CommonNONE
11135F101AVGOBROADCOM INC$836,2570.21%2,416CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$822,2320.20%2,706CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$814,2810.20%2,749CommonNONE
064058100BKBANK NEW YORK MELLON CORP$812,6300.20%7,000CommonNONE
464287804IJRISHARES TR$811,9460.20%6,756CommonNONE
580135101MCDMCDONALDS CORP$803,8990.20%2,630CommonNONE
172967424CCITIGROUP INC$780,2210.19%6,686CommonNONE
09260E105BMEZBLACKROCK HEALTH SCIENCES TE$763,9990.19%50,764CommonNONE
949746101WMT2WELLS FARGO CO NEW$691,7840.17%7,423CommonNONE
025816109AXPAMERICAN EXPRESS CO$684,0380.17%1,849CommonNONE
931142103WMTWALMART INC$676,2590.17%6,070CommonNONE
855244109SBUXSTARBUCKS CORP$671,0690.17%7,969CommonNONE
316092832FDRRFIDELITY COVINGTON TRUST$669,6950.16%10,975CommonNONE
97717W851DXJWISDOMTREE TR$669,3350.16%4,643CommonNONE
009158106APDAIR PRODS &CHEMS INC$656,0850.16%2,656CommonNONE
921909768VXUSVANGUARD STAR FDS$648,3910.16%8,595CommonNONE
369604301GEGE AEROSPACE$633,0020.16%2,055CommonNONE
464287598IWDISHARES TR$617,3480.15%2,935CommonNONE
922908751VBVANGUARD INDEX FDS$595,3370.15%2,308CommonNONE
452308109ITWILLINOIS TOOL WKS INC$594,0760.15%2,412CommonNONE
922908363VOOVANGUARD INDEX FDS$591,3840.15%943CommonNONE
988498101YUMYUM BRANDS INC$589,9920.15%3,900CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$589,8670.15%4,110CommonNONE
002824100ABTABBOTT LABS$589,6150.15%4,706CommonNONE
494368103KMBKIMBERLY-CLARK CORP$587,2630.14%5,821CommonNONE
921937827BSVVANGUARD BD INDEX FDS$580,7510.14%7,369CommonNONE
097023105BABOEING CO$574,7050.14%2,647CommonNONE
316092840FDVVFIDELITY COVINGTON TRUST$565,4830.14%9,975CommonNONE
78468R770ONEYSPDR SERIES TRUST$559,2870.14%4,925CommonNONE
655844108NSCNORFOLK SOUTHN CORP$547,9790.14%1,898CommonNONE
254687106DISDISNEY WALT CO$546,4910.13%4,803CommonNONE
G54950103LINLINDE PLC$544,2100.13%1,276CommonNONE
437076102HDHOME DEPOT INC$540,7940.13%1,572CommonNONE
464288448IDVISHARES TR$532,1480.13%13,489CommonNONE
302130109EXPDEXPEDITORS INTL WASH INC$510,9550.13%3,429CommonNONE
418056107HASHASBRO INC$500,5470.12%6,104CommonNONE
171340102CHDCHURCH &DWIGHT CO INC$496,8110.12%5,925CommonNONE
09290D101BLKBLACKROCK INC$494,4970.12%462CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$492,9480.12%2,663CommonNONE
337738108FISVFISERV INC$485,0350.12%7,221CommonNONE
384109104GGGGRACO INC$481,1640.12%5,870CommonNONE
00846U101AAGILENT TECHNOLOGIES INC$477,1970.12%3,507CommonNONE
56501R106MFCMANULIFE FINL CORP$463,4770.11%12,775CommonNONE
235851102DHRDANAHER CORPORATION$462,8760.11%2,022CommonNONE
500754106KHCKRAFT HEINZ CO$462,4000.11%19,068CommonNONE
767204100RIORIO TINTO PLC$460,1400.11%5,750CommonNONE
46138G870VRPINVESCO EXCH TRADED FD TR II$431,0720.11%17,718CommonNONE
458140100INTCINTEL CORP$430,7390.11%11,673CommonNONE
46138E362SPHDINVESCO EXCH TRADED FD TR II$429,6000.11%8,950CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$428,8130.11%1,299CommonNONE
46432F842IEFAISHARES TR$408,7430.10%4,569CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$399,2220.10%10,899CommonNONE
464287200IVVISHARES TR$388,3610.10%567CommonNONE
636274409NGGNATIONAL GRID PLC$382,9860.09%4,951CommonNONE
260557103DOWDOW INC$381,5300.09%16,319CommonNONE
681919106OMCOMNICOM GROUP INC$371,4500.09%4,600CommonNONE
571903202MARMARRIOTT INTL INC NEW$354,7690.09%1,144CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$352,6670.09%4,150CommonNONE
21873S108CRWVCOREWEAVE INC$349,8150.09%4,885CommonNONE
922908736VUGVANGUARD INDEX FDS$348,3320.09%714CommonNONE
548661107LOWLOWES COS INC$337,7950.08%1,401CommonNONE
345370860FFORD MTR CO$333,9930.08%25,457CommonNONE
125269100CFCF INDS HLDGS INC$333,2850.08%4,309CommonNONE
695156109PKGPACKAGING CORP AMER$324,8120.08%1,575CommonNONE
842587107SOSOUTHERN CO$320,7970.08%3,679CommonNONE
032654105ADIANALOG DEVICES INC$319,2020.08%1,177CommonNONE
18467V109YOUCLEAR SECURE INC$308,7040.08%8,800CommonNONE
756109104OREALTY INCOME CORP$308,6260.08%5,475CommonNONE
87261Y106TMCTMC THE METALS COMPANY INC$308,5000.08%50,000CommonNONE
36828A101GEVGE VERNOVA INC$306,1000.08%468CommonNONE
680665205OLNOLIN CORP$299,0650.07%14,357CommonNONE
092528603BINCBLACKROCK ETF TRUST II$297,9920.07%5,647CommonNONE
94106L109WMWASTE MGMT INC DEL$297,9270.07%1,356CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$297,0610.07%1,919CommonNONE
038222105AMATAPPLIED MATLS INC$296,3090.07%1,153CommonNONE
21036P108STZCONSTELLATION BRANDS INC$295,9240.07%2,145CommonNONE
617446448MSMORGAN STANLEY$272,1930.07%1,533CommonNONE
74158E104PNRGPRIMEENERGY RESOURCES CORP$270,6930.07%1,583CommonNONE
512807306LRCXLAM RESEARCH CORP$260,3900.06%1,521CommonNONE
00214Q807ARKXARK ETF TR$257,9220.06%8,900CommonNONE
34354P105FLSFLOWSERVE CORP$256,7060.06%3,700CommonNONE
72201R775BONDPIMCO ETF TR$255,3530.06%2,743CommonNONE
052769106ADSKAUTODESK INC$255,1610.06%862CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$253,6060.06%6,950CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$240,0100.06%3,842CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$239,6010.06%8,735CommonNONE
464287465EFAISHARES TR$237,5780.06%2,474CommonNONE
579780206MKCMCCORMICK &CO INC$219,1100.05%3,217CommonNONE
922908629VOVANGUARD INDEX FDS$217,9550.05%751CommonNONE
66987V109NVSNOVARTIS AG$217,5590.05%1,578CommonNONE
922908512VOEVANGUARD INDEX FDS$215,5050.05%1,215CommonNONE
97717Y659WCBRWISDOMTREE TR$207,5080.05%7,450CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$201,9180.05%2,415CommonNONE
464288836IHEISHARES TR$201,5560.05%2,376CommonNONE
78464A508SPYVSPDR SERIES TRUST$195,9950.05%3,450CommonNONE
464287408IVEISHARES TR$193,6200.05%913CommonNONE
98978V103ZTSZOETIS INC$191,8760.05%1,525CommonNONE
832696405SJMSMUCKER J M CO$191,5120.05%1,958CommonNONE
78464A409SPYGSPDR SERIES TRUST$189,9260.05%1,780CommonNONE
78433H675QQQINEOS ETF TRUST$189,8570.05%3,525CommonNONE
372460105GPCGENUINE PARTS CO$189,4810.05%1,541CommonNONE
57686G105MATXMATSON INC$189,2790.05%1,532CommonNONE
49456B101KMIKINDER MORGAN INC DEL$189,2040.05%6,883CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$186,6020.05%3,674CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$184,0950.05%2,415CommonNONE
189054109CLXCLOROX CO DEL$182,6030.04%1,811CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$182,2840.04%2,923CommonNONE
553368101MPMP MATERIALS CORP$179,3460.04%3,550CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$178,1630.04%4,317CommonNONE
693506107PPGPPG INDS INC$177,4610.04%1,732CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$176,1900.04%3,000CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$175,7240.04%3,010CommonNONE
336433107FSLRFIRST SOLAR INC$175,0240.04%670CommonNONE
464288224ICLNISHARES TR$174,8640.04%10,643CommonNONE
053611109AVYAVERY DENNISON CORP$174,6050.04%960CommonNONE
907818108UNPUNION PAC CORP$169,5580.04%733CommonNONE
375558103GILDGILEAD SCIENCES INC$165,5960.04%1,349CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$164,3950.04%1,193CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$162,3540.04%3,342CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$160,8570.04%183CommonNONE
30040W108ESEVERSOURCE ENERGY$155,9360.04%2,316CommonNONE
464287168DVYISHARES TR$154,4070.04%1,094CommonNONE
G29183103ETNEATON CORP PLC$153,1870.04%481CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$152,8640.04%1,700CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$152,7470.04%695CommonNONE
857477103STTSTATE STR CORP$151,9740.04%1,178CommonNONE
92206C649VTWVVANGUARD SCOTTSDALE FDS$151,9340.04%950CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$150,0500.04%2,195CommonNONE
H1467J104CBCHUBB LIMITED$146,6960.04%470CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$145,4060.04%1,261CommonNONE
464288687PFFISHARES TR$144,7070.04%4,674CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$143,3380.04%499CommonNONE
87612E106TGTTARGET CORP$143,0080.04%1,463CommonNONE
718172109PMPHILIP MORRIS INTL INC$142,4350.04%888CommonNONE
895436103TYTRI CONTL CORP$137,1720.03%4,200CommonNONE
26614N102DDDUPONT DE NEMOURS INC$136,7200.03%3,401CommonNONE
59156R108METMETLIFE INC$136,2500.03%1,726CommonNONE
872540109TJXTJX COS INC NEW$136,0980.03%886CommonNONE
883203101TXTTEXTRON INC$131,1780.03%1,505CommonNONE
56585A102MPCMARATHON PETE CORP$130,7550.03%804CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$130,0800.03%635CommonNONE
57636Q104MAMASTERCARD INCORPORATED$127,5520.03%223CommonNONE
78468R408SJNKSPDR SERIES TRUST$127,4610.03%5,034CommonNONE
000957100ABMABM INDS INC$123,3470.03%2,916CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$121,4680.03%23,540CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$119,8080.03%2,600CommonNONE
12653C108CNXCNX RES CORP$119,5030.03%3,250CommonNONE
075887109BDXBECTON DICKINSON &CO$119,3530.03%615CommonNONE
G5960L103MDTMEDTRONIC PLC$118,8260.03%1,237CommonNONE
20825C104COPCONOCOPHILLIPS$118,2660.03%1,263CommonNONE
440452100HRLHORMEL FOODS CORP$116,8650.03%4,931CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$116,4380.03%1,752CommonNONE
74743L100QQNITY ELECTRONICS INC$115,5350.03%1,415CommonNONE
78463V107GLDSPDR GOLD TR$115,3260.03%291CommonNONE
464287234EEMISHARES TR$113,5780.03%2,076CommonNONE
925652109VICIVICI PPTYS INC$109,6680.03%3,900CommonNONE
464287630IWNISHARES TR$109,6320.03%605CommonNONE
902494103TSNTYSON FOODS INC$109,4440.03%1,867CommonNONE
G4253H101JHXJAMES HARDIE INDS PLC$107,2780.03%5,170CommonNONE
370334104GISGENERAL MLS INC$106,9500.03%2,300CommonNONE
576690101MTRNMATERION CORP$106,1690.03%854CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$105,6280.03%299CommonNONE
74347G234IQQQPROSHARES TR$104,9730.03%2,360CommonNONE
74347G242ISPYPROSHARES TR$104,4930.03%2,290CommonNONE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$103,3090.03%1,533CommonNONE
042068205ARMARM HOLDINGS PLC$102,8610.03%941CommonNONE
969904101WSMWILLIAMS SONOMA INC$100,0100.02%560CommonNONE
37954Y715BOTZGLOBAL X FDS$99,6330.02%2,750CommonNONE
055622104BPBP PLC$99,2730.02%2,858CommonNONE
427866108HSYHERSHEY CO$98,7550.02%543CommonNONE
98850P109YUMCYUM CHINA HLDGS INC$97,8670.02%2,050CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$97,5070.02%1,266CommonNONE
12572Q105CMECME GROUP INC$96,9320.02%355CommonNONE
002474104AZZAZZ INC$96,7110.02%902CommonNONE
22822V101CCICROWN CASTLE INC$96,0710.02%1,081CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$95,6080.02%925CommonNONE
46432F834IXUSISHARES TR$95,1350.02%1,124CommonNONE
464287622IWBISHARES TR$94,1070.02%252CommonNONE
718546104PSXPHILLIPS 66$93,5440.02%725CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$93,0050.02%321CommonNONE
46090A697RSPAINVESCO ACTIVELY MANAGED EXC$93,0020.02%1,825CommonNONE
25746U109DDOMINION ENERGY INC$89,8180.02%1,533CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$88,9300.02%232CommonNONE
464288760ITAISHARES TR$88,0230.02%410CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$85,0200.02%712CommonNONE
046353108AZNNASTRAZENECA PLC$84,7760.02%922CommonNONE
00724F101ADBEADOBE INC$79,7980.02%228CommonNONE
297178105ESSESSEX PPTY TR INC$79,5510.02%304CommonNONE
46429B697USMVISHARES TR$79,0000.02%839CommonNONE
773903109ROKROCKWELL AUTOMATION INC$77,8140.02%200CommonNONE
872590104TMUST-MOBILE US INC$76,3430.02%376CommonNONE
48020Q107JLLJONES LANG LASALLE INC$75,7060.02%225CommonNONE
504922105LHLABCORP HOLDINGS INC$75,2640.02%300CommonNONE
464287473IWSISHARES TR$74,0510.02%525CommonNONE
58155Q103MCKMCKESSON CORP$73,0060.02%89CommonNONE
427096508HTGCHERCULES CAPITAL INC$71,7230.02%3,811CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$71,6270.02%820CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$70,4070.02%2,443CommonNONE
67061E104NMTNUVEEN MASSACHUSETS QLT MUN$70,3250.02%6,207CommonNONE
M2682V108CYBRCYBERARK SOFTWARE LTD$66,9090.02%150CommonNONE
98389B100XELXCEL ENERGY INC$66,6220.02%902CommonNONE
37045V100GMGENERAL MTRS CO$66,3570.02%816CommonNONE
89832Q109TFCTRUIST FINL CORP$65,9410.02%1,340CommonNONE
761152107RMDRESMED INC$65,0350.02%270CommonNONE
464287226AGGISHARES TR$64,9220.02%650CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$63,7320.02%363CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$62,1060.02%609CommonNONE
831865209AOSSMITH A O CORP$61,5300.02%920CommonNONE
02209S103MOALTRIA GROUP INC$60,5500.01%1,050CommonNONE
46434G103IEMGISHARES INC$59,0730.01%879CommonNONE
46434V621DGROISHARES TR$59,0070.01%850CommonNONE
92206C565BNDWVANGUARD SCOTTSDALE FDS$58,4290.01%850CommonNONE
14040H105COFCAPITAL ONE FINL CORP$57,9650.01%239CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$57,8900.01%75CommonNONE
00766T100ACMAECOM$57,1980.01%600CommonNONE
464287309IVWISHARES TR$56,7000.01%460CommonNONE
85208P303URNMSPROTT FDS TR$56,2620.01%1,025CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$55,6300.01%825CommonNONE
22052L104CTVACORTEVA INC$55,5010.01%828CommonNONE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$55,1590.01%960CommonNONE
71385M107PRMPERIMETER SOLUTIONS INC$55,0600.01%2,000CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$54,8450.01%683CommonNONE
682095104OFLXOMEGA FLEX INC$54,4640.01%1,850CommonNONE
83444M101SOLVSOLVENTUM CORP$54,4380.01%687CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$52,4900.01%132CommonNONE
513272104LWLAMB WESTON HLDGS INC$52,2790.01%1,248CommonNONE
650111107NYTNEW YORK TIMES CO$52,0650.01%750CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$51,9020.01%108CommonNONE
919794107VLYVALLEY NATL BANCORP$51,3920.01%4,400CommonNONE
205887102CAGCONAGRA BRANDS INC$51,3590.01%2,967CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$51,2280.01%1,200CommonNONE
670656107NRKNUVEEN NEW YORK AMT QLT MUNI$50,8130.01%5,036CommonNONE
084680107BBTBEACON FINANCIAL CORP.$49,9180.01%1,893CommonNONE
005098108GOLFACUSHNET HLDGS CORP$49,8880.01%625CommonNONE
780259305SHELSHELL PLC$49,5990.01%675CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$48,8890.01%771CommonNONE
032108664HACKAMPLIFY ETF TR$48,2220.01%600CommonNONE
00214Q104ARKKARK ETF TR$47,6900.01%620CommonNONE
780910105RVTROYCE SMALL CAP TRUST INC$46,6900.01%2,900CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$44,9910.01%786CommonNONE
40412C101HCAHCA HEALTHCARE INC$44,8750.01%96CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$44,7830.01%546CommonNONE
72201R783HYSPIMCO ETF TR$44,5650.01%470CommonNONE
00214Q401ARKWARK ETF TR$44,3190.01%300CommonNONE
233331107DTEDTE ENERGY CO$42,9500.01%333CommonNONE
922908553VNQVANGUARD INDEX FDS$42,4750.01%480CommonNONE
042744102AROWARROW FINL CORP$41,1340.01%1,310CommonNONE
115637209BF/BBROWN FORMAN CORP$40,9400.01%1,571CommonNONE
626755102MUSAMURPHY USA INC$40,3520.01%100CommonNONE
723484101PNWPINNACLE WEST CAP CORP$39,9150.01%450CommonNONE
59001A102MTHMERITAGE HOMES CORP$39,4800.01%600CommonNONE
87165B103SYFSYNCHRONY FINANCIAL$38,7120.01%464CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$38,3970.01%834CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$37,3130.01%423CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$37,2640.01%174CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$37,1760.01%82CommonNONE
464287879IJSISHARES TR$36,3900.01%320CommonNONE
646025106NJRNEW JERSEY RES CORP$36,2500.01%786CommonNONE
81762P102NOWSERVICENOW INC$36,1530.01%236CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$35,7150.01%437CommonNONE
G93A5A101VIKVIKING HOLDINGS LTD$35,7050.01%500CommonNONE
754907103RYNRAYONIER INC$35,3780.01%1,634CommonNONE
40171V100GWREGUIDEWIRE SOFTWARE INC$35,1770.01%175CommonNONE
30161N101EXCEXELON CORP$34,8720.01%800CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$34,5570.01%654CommonNONE
595112103MUMICRON TECHNOLOGY INC$34,5490.01%121CommonNONE
95040Q104WELLWELLTOWER INC$33,9670.01%183CommonNONE
03073E105CORCENCORA INC$33,7750.01%100CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$33,1650.01%153CommonNONE
670346105NUENUCOR CORP$32,6220.01%200CommonNONE
682189105ONON SEMICONDUCTOR CORP$32,4900.01%600CommonNONE
23355L106DXCDXC TECHNOLOGY CO$32,2300.01%2,200CommonNONE
57164Y107VACMARRIOTT VACATIONS WORLDWIDE$31,9600.01%554CommonNONE
87911J103HQHABRDN HEALTHCARE INVESTORS$31,3650.01%1,656CommonNONE
46435G425ESGUISHARES TR$31,1370.01%209CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$31,0980.01%216CommonNONE
19248A109UTFCOHEN &STEERS INFRASTRUCTUR$30,7640.01%1,276CommonNONE
46266C105IQVIQVIA HLDGS INC$30,6560.01%136CommonNONE
26701L100BROSDUTCH BROS INC$30,6100.01%500CommonNONE
49446R109KIMKIMCO RLTY CORP$30,4050.01%1,500CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$30,2660.01%89CommonNONE
G87052109TELTE CONNECTIVITY PLC$30,0310.01%132CommonNONE
68622V106OGNORGANON &CO$29,7050.01%4,143CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$28,9570.01%48CommonNONE
G0250X107AMCRAMCOR PLC$28,7730.01%3,450CommonNONE
654106103NKENIKE INC$28,5080.01%447CommonNONE
23908L405DINTDAVIS FUNDAMENTAL ETF TR$28,5000.01%1,000CommonNONE
876030107TPRTAPESTRY INC$28,2370.01%221CommonNONE
904767803ULUNILEVER PLC$28,1220.01%430CommonNONE
464287564ICFISHARES TR$28,1040.01%471CommonNONE
90138F102TWLOTWILIO INC$27,1680.01%191CommonNONE
277432100EMNEASTMAN CHEM CO$27,1280.01%425CommonNONE
185899101CLFCLEVELAND-CLIFFS INC NEW$26,5600.01%2,000CommonNONE
668771108GENGEN DIGITAL INC$26,5370.01%976CommonNONE
98311A105WHWYNDHAM HOTELS &RESORTS INC$26,4460.01%350CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$25,9370.01%599CommonNONE
464288877EFVISHARES TR$25,9220.01%363CommonNONE
384802104GWWWW GRAINGER INC$25,2260.01%25CommonNONE
78464A763SDYSPDR SERIES TRUST$23,7960.01%171CommonNONE
464288646IGSBISHARES TR$23,7960.01%450CommonNONE
969457100WMBWILLIAMS COS INC$23,4430.01%390CommonNONE
171779309CIENCIENA CORP$23,3870.01%100CommonNONE
29364G103ETRENTERGY CORP NEW$23,2920.01%252CommonNONE
759509102RSRELIANCE INC$23,1100.01%80CommonNONE
609207105MDLZMONDELEZ INTL INC$23,0390.01%428CommonNONE
003011111IAFABRDN AUSTRALIA EQUITY FD IN$22,8430.01%1,768CommonNONE
464287176TIPISHARES TR$21,9820.01%200CommonNONE
701094104PHPARKER-HANNIFIN CORP$21,9740.01%25CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$21,5380.01%220CommonNONE
92204A207VDCVANGUARD WORLD FD$21,1240.01%100CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$20,7120.01%95CommonNONE
05329W102ANAUTONATION INC$20,6480.01%100CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$20,5740.01%464CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$20,5620.01%400CommonNONE
891160509TDTORONTO DOMINION BK ONT$20,3470.01%216CommonNONE
46429B655FLOTISHARES TR$20,3440.01%400CommonNONE
29444U700EQIXEQUINIX INC$19,9200.00%26CommonNONE
05464C101AXONAXON ENTERPRISE INC$19,8780.00%35CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$19,8600.00%400CommonNONE
040413205ANETARISTA NETWORKS INC$19,6550.00%150CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$19,4150.00%225CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$18,8950.00%786CommonNONE
N3167Y103RACEFERRARI N V$18,4780.00%50CommonNONE
78464A532XTNSPDR SERIES TRUST$18,2740.00%200CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$18,1680.00%3,428CommonNONE
97717X701HEDJWISDOMTREE TR$17,9340.00%338CommonNONE
776696106ROPROPER TECHNOLOGIES INC$17,3600.00%39CommonNONE
98419M100XYLXYLEM INC$17,0230.00%125CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$16,9650.00%130CommonNONE
50060P106KOPKOPPERS HOLDINGS INC$16,7080.00%617CommonNONE
464288851IEOISHARES TR$16,6920.00%187CommonNONE
92840M102VSTVISTRA CORP$16,4560.00%102CommonNONE
58733R102MELIMERCADOLIBRE INC$16,1140.00%8CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$16,0660.00%3CommonNONE
922908652VXFVANGUARD INDEX FDS$15,8930.00%76CommonNONE
87265H109T86TRI POINTE HOMES INC$15,8920.00%505CommonNONE
464287663IUSVISHARES TR$15,3810.00%150CommonNONE
806857108SLBSLB LIMITED$15,3520.00%400CommonNONE
285512109EAELECTRONIC ARTS INC$15,3250.00%75CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$15,0900.00%114CommonNONE
464287150ITOTISHARES TR$14,8690.00%100CommonNONE
92338C103VLTOVERALTO CORP$14,6680.00%147CommonNONE
74758T303QLYSQUALYS INC$14,6190.00%110CommonNONE
46434V282LRGFISHARES TR$14,5800.00%210CommonNONE
27828X100ETBEATON VANCE TAX MNGED BUY WR$14,5680.00%954CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$14,4980.00%203CommonNONE
464286608EZUISHARES INC$14,4230.00%225CommonNONE
37733W204GSKGSK PLC$14,3680.00%293CommonNONE
197236102COLBCOLUMBIA BKG SYS INC$14,1710.00%507CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$14,0720.00%400CommonNONE
237194105DRIDARDEN RESTAURANTS INC$13,8020.00%75CommonNONE
B38564108CMBTCMB.TECH NV$13,7510.00%1,425CommonNONE
26884L109EQTEQT CORP$13,7220.00%256CommonNONE
464287887IJTISHARES TR$13,5510.00%96CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$13,5500.00%500CommonNONE
959802109WUWESTERN UN CO$13,4250.00%1,442CommonNONE
97717X669DGRWWISDOMTREE TR$13,4150.00%150CommonNONE
004225108ACADACADIA PHARMACEUTICALS INC$13,3550.00%500CommonNONE
833034101SNASNAP ON INC$13,0950.00%38CommonNONE
256746108DLTRDOLLAR TREE INC$12,7720.00%104CommonNONE
91913Y100VLOVALERO ENERGY CORP$12,6980.00%78CommonNONE
29476L107EQREQUITY RESIDENTIAL$12,6080.00%200CommonNONE
25754A201DPZDOMINOS PIZZA INC$12,5050.00%30CommonNONE
009066101ABNBAIRBNB INC$12,5000.00%92CommonNONE
745867101PHMPULTE GROUP INC$12,4300.00%106CommonNONE
816851109SRESEMPRA$12,3610.00%140CommonNONE
M2029K104BIRKBIRKENSTOCK HOLDING PLC$12,2700.00%300CommonNONE
032095101APHAMPHENOL CORP NEW$12,1630.00%90CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$12,1320.00%54CommonNONE
90384S303ULTAULTA BEAUTY INC$11,9610.00%20CommonNONE
55826T102SPHRSPHERE ENTERTAINMENT CO$11,8850.00%125CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$11,7720.00%100CommonNONE
824348106SHWSHERWIN WILLIAMS CO$11,3410.00%35CommonNONE
852234103XYZBLOCK INC$11,3270.00%174CommonNONE
690742101OCOWENS CORNING NEW$11,1910.00%100CommonNONE
464288281EMBISHARES TR$11,1680.00%116CommonNONE
75644T100RCATRED CAT HLDGS INC$11,1020.00%1,400CommonNONE
60770K107MRNAMODERNA INC$11,0590.00%375CommonNONE
268150109DTDYNATRACE INC$10,8350.00%250CommonNONE
12468P104AIC3 AI INC$10,7840.00%800CommonNONE
415864107NVRIENVIRI CORP$10,7520.00%600CommonNONE
209115104EDCONSOLIDATED EDISON INC$10,5280.00%106CommonNONE
773121108RKLBROCKET LAB CORP$10,4640.00%150CommonNONE
64110Y108NLOPNET LEASE OFFICE PROPERTIES$10,3160.00%400CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$10,2980.00%161CommonNONE
23804L103DDOGDATADOG INC$10,1990.00%75CommonNONE
032108615GAMRAMPLIFY ETF TR$10,1500.00%112CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.