MondegarAI
HAZLETT, BURT & WATSON, INC.

Q1 2026 · 13F-HR

HAZLETT, BURT & WATSON, INC.holdings as filed

Filed 2026-05-14 · accession 0000046392-26-000003

$319,780
Reported value
923
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · HAZLETT, BURT & WATSON, INC. · Q1 2026

AI · grounded in 13F

HAZLETT, BURT & WATSON, INC. increased its position in VEA by 198.03%. The fund also accumulated shares in VCIT by 167.09% and IVE by 56.08%. These moves come as the fund added 306 positions and reduced 202 others, bringing its total AUM to $319,780.

Holdings as filed

First 500 of 923

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$16,3235.10%64,259CommonNONE
46090E103QQQINVESCO QQQ TR$14,3774.50%24,869CommonNONE
67066G104NVDANVIDIA CORPORATION$10,0743.15%57,766CommonNONE
023135106AMZNAMAZON COM INC$8,5582.68%41,119CommonNONE
594918104MSFTMICROSOFT CORP$7,6292.39%20,599CommonNONE
30231G102XOMEXXON MOBIL CORP$6,4812.03%38,221CommonNONE
478160104JNJJOHNSON &JOHNSON$4,4641.40%18,273CommonNONE
02079K107GOOGALPHABET INC$4,4231.38%15,411CommonNONE
539830109LMTLOCKHEED MARTIN CORP$3,9351.23%6,517CommonNONE
11135F101AVGOBROADCOM INC$3,6741.15%11,887CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$3,6341.14%17,467CommonNONE
57636Q104MAMASTERCARD INCORPORATED$3,4031.06%6,815CommonNONE
464287408IVEISHARES TR$3,3981.06%16,081CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3,2991.03%6,880CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$3,2431.01%15,072CommonNONE
46625H100JPMJPMORGAN CHASE &CO$3,1310.98%10,642CommonNONE
02079K305GOOGLALPHABET INC$3,1250.98%10,836CommonNONE
46137V100PPAINVESCO EXCHANGE TRADED FD T$3,0850.96%18,659CommonNONE
464287309IVWISHARES TR$3,0380.95%26,830CommonSOLE
46138E628KBWBINVESCO EXCH TRADED FD TR II$2,9880.93%37,795CommonNONE
464287168DVYISHARES TR$2,9630.93%19,580CommonNONE
37954Y673PAVEGLOBAL X FDS$2,9000.91%57,115CommonNONE
69355J104SDHYPGIM SHORT DUR HIG YLD OPP F$2,7500.86%171,883CommonSOLE
149123101CATCATERPILLAR INC$2,7040.85%3,817CommonNONE
46434V621DGROISHARES TR$2,4640.77%35,047CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2,3810.74%77,466CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2,3680.74%2,372CommonNONE
92204A702VGTVANGUARD WORLD FD$2,3660.74%3,391CommonNONE
75513E101RTXRTX CORPORATION$2,3450.73%12,150CommonNONE
00287Y109ABBVABBVIE INC$2,3360.73%10,737CommonNONE
427866108HSYHERSHEY CO$2,3140.72%11,134CommonNONE
532457108LLYELI LILLY &CO$2,2440.70%2,426CommonNONE
595112103MUMICRON TECHNOLOGY INC$2,2340.70%6,616CommonNONE
464288653TLHISHARES TR$2,2170.69%22,023CommonNONE
742718109PGPROCTER &GAMBLE CO$2,2160.69%15,341CommonNONE
N07059210ASMLASML HLDG NV$2,2050.69%1,670CommonNONE
921910840MGVVANGUARD WORLD FD$2,1080.66%14,560CommonNONE
464287705IJJISHARES TR$2,0880.65%15,785CommonSOLE
907818108UNPUNION PAC CORP$1,9970.62%8,231CommonNONE
68389X105ORCLORACLE CORP$1,8990.59%12,900CommonNONE
437076102HDHOME DEPOT INC$1,8910.59%5,744CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1,8850.59%12,875CommonNONE
30303M102METAMETA PLATFORMS INC$1,8840.59%3,288CommonNONE
92826C839VVISA INC$1,8830.59%6,216CommonNONE
97717X669DGRWWISDOMTREE TR$1,7650.55%20,080CommonNONE
369550108GDGENERAL DYNAMICS CORP$1,5940.50%4,642CommonNONE
464287549IGMISHARES TR$1,5590.49%13,142CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1,4930.47%1,765CommonNONE
166764100CVXCHEVRON CORPORATION$1,4790.46%7,132CommonNONE
35473P884FLQMFRANKLIN TEMPLETON ETF TR$1,4720.46%26,727CommonNONE
464288810IHIISHARES TR$1,4460.45%27,133CommonNONE
291011104EMREMERSON ELEC CO$1,4420.45%11,001CommonNONE
69374H881COWZPACER FDS TR$1,4290.45%22,765CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1,3780.43%16,621CommonNONE
78463V107GLDSPDR GOLD TR$1,3570.42%3,151CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$1,3510.42%27,327CommonNONE
191216100KOCOCA COLA CO$1,3470.42%17,680CommonNONE
020002101ALLALLSTATE CORP$1,3460.42%6,490CommonNONE
464287879IJSISHARES TR$1,3160.41%11,099CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1,2950.40%5,139CommonNONE
64110L106NFLXNETFLIX INC.$1,2770.40%13,260CommonNONE
464287606IJKISHARES TR$1,2660.40%12,571CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$1,2470.39%1,919CommonNONE
235851102DHRDANAHER CORP DEL$1,2460.39%6,567CommonNONE
038222105AMATAPPLIED MATLS INC$1,2340.39%3,610CommonNONE
031162100AMGNAMGEN INC$1,2140.38%3,450CommonNONE
931142103WMTWALMART INC$1,2060.38%9,733CommonNONE
040413205ANETARISTA NETWORKS INC$1,1790.37%9,609CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$1,1520.36%15,407CommonNONE
14040H105COFCAPITAL ONE FINL CORP$1,1520.36%6,326CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1,1460.36%24,145CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1,1270.35%11,337CommonNONE
369604301GEGE AEROSPACE$1,1250.35%3,974CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$1,1170.35%17,378CommonSOLE
92189F643MOATVANECK ETF TRUST$1,1140.35%11,533CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$1,1070.35%8,429CommonNONE
713448108PEPPEPSICO INC$1,1030.34%7,123CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1,0940.34%32,424CommonNONE
909907107UBSIUNITED BANKSHARES INC WEST V$1,0690.33%25,832CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1,0050.31%2,052CommonNONE
464287598IWDISHARES TR$1,0000.31%4,685CommonNONE
46654Q773JPLDJ P MORGAN EXCHANGE TRADED F$9620.30%18,402CommonNONE
46654Q609JGROJ P MORGAN EXCHANGE TRADED F$9360.29%11,038CommonNONE
260003108DOVDOVER CORP$9100.28%4,363CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$9050.28%2,310CommonNONE
02209S103MOALTRIA GROUP INC$8910.28%13,492CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$8830.28%28,912CommonNONE
360271100FULTFULTON FINL CORP PA$8830.28%43,432CommonNONE
78464A763SDYSPDR SERIES TRUST$8820.28%6,053CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$8820.28%8,048CommonNONE
G29183103ETNEATON CORP PLC$8740.27%2,438CommonNONE
747525103QCOMQUALCOMM INC$8560.27%6,638CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$8440.26%17,411CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$8440.26%28,972CommonNONE
464287614IWFISHARES TR$8440.26%1,979CommonNONE
36828A101GEVGE VERNOVA INC$8370.26%960CommonNONE
231021106CMICUMMINS INC$8080.25%1,503CommonNONE
922020730VSDBVANGUARD MALVERN FDS$8040.25%10,496CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8000.25%6,018CommonNONE
17275R102CSCOCISCO SYS INC$7910.25%10,208CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$7880.25%18,637CommonSOLE
78468R721TFISPDR SERIES TRUST$7590.24%16,739CommonNONE
49456B101KMIKINDER MORGAN INC DEL$7580.24%22,612CommonNONE
194162103CLCOLGATE PALMOLIVE CO$7470.23%8,764CommonNONE
87283Q867TCAFT ROWE PRICE ETF INC$7240.23%20,354CommonNONE
438516106HONHONEYWELL INTL INC$7230.23%3,192CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$7140.22%13,166CommonNONE
025816109AXPAMERICAN EXPRESS CO$7040.22%2,326CommonNONE
464288877EFVISHARES TR$6990.22%9,384CommonNONE
464288885EFGISHARES TR$6920.22%6,213CommonNONE
464285204IAUISHARES GOLD TR$6820.21%7,769CommonNONE
88160R101TSLATESLA INC$6710.21%1,807CommonNONE
718546104PSXPHILLIPS 66$6670.21%3,663CommonNONE
922908363VOOVANGUARD INDEX FDS$6660.21%1,115CommonNONE
58933Y105MRKMERCK &CO INC$6530.20%5,440CommonNONE
09290D101BLKBLACKROCK INC$6520.20%670CommonNONE
443510607HUBBHUBBELL INC$6490.20%1,322CommonNONE
573284106MLMMARTIN MARIETTA MATLS INC$6440.20%1,093CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$6400.20%12,757CommonNONE
464287200IVVISHARES TR$6330.20%970CommonNONE
482480100KLACKLA CORP$6220.19%423CommonNONE
697435105PANWPALO ALTO NETWORKS INC$6080.19%3,782CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$5950.19%10,156CommonNONE
89832Q109TFCTRUIST FINL CORP$5930.19%12,950CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$5850.18%3,625CommonNONE
26875P101EOGEOG RES INC$5820.18%4,030CommonNONE
20825C104COPCONOCOPHILLIPS$5810.18%4,411CommonNONE
69374H857CALFPACER FDS TR$5810.18%12,818CommonNONE
254687106DISDISNEY WALT CO$5790.18%6,011CommonNONE
617446448MSMORGAN STANLEY$5750.18%3,492CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$5730.18%2,833CommonNONE
504922105LHLABCORP HOLDINGS INC$5730.18%2,151CommonNONE
548661107LOWLOWES COS INC$5660.18%2,391CommonNONE
060505104BACBANK AMERICA CORP$5640.18%11,556CommonNONE
37954Y384BUGGLOBAL X FDS$5630.18%22,469CommonNONE
56585A102MPCMARATHON PETE CORP$5620.18%2,309CommonNONE
718172109PMPHILIP MORRIS INTL INC$5490.17%3,321CommonNONE
808513105SCHWSCHWAB CHARLES CORP$5480.17%5,833CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$5350.17%1,586CommonNONE
219350105GLWCORNING INC$5290.17%3,868CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$5010.16%7,330CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$4940.15%1,772CommonNONE
464287887IJTISHARES TR$4890.15%3,385CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$4890.15%4,429CommonNONE
922908736VUGVANGUARD INDEX FDS$4820.15%1,099CommonNONE
46432F842IEFAISHARES TR$4770.15%5,277CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$4740.15%10,332CommonNONE
46434V456IQLTISHARES TR$4650.15%10,050CommonNONE
04626A103ALABASTERA LABS INC$4650.15%4,244CommonNONE
512807306LRCXLAM RESEARCH CORP$4610.14%2,161CommonNONE
244199105DEDEERE &CO$4570.14%815CommonNONE
97717W307DLNWISDOMTREE TR$4550.14%5,081CommonNONE
92840M102VSTVISTRA CORP$4520.14%2,955CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$4500.14%2,204CommonNONE
921910816MGKVANGUARD WORLD FD$4490.14%1,221CommonNONE
69351T106PPLPPL CORP$4440.14%11,616CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$4420.14%5,536CommonNONE
79466L302CRMSALESFORCE INC$4400.14%2,365CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$4390.14%647CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$4390.14%2,985CommonNONE
969457100WMBWILLIAMS COS INC$4380.14%6,030CommonNONE
46428Q109SLVISHARES SILVER TR$4360.14%6,388CommonNONE
126408103CSXCSX CORP$4310.13%10,518CommonNONE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$4240.13%11,063CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$4180.13%2,548CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4140.13%1,711CommonNONE
375558103GILDGILEAD SCIENCES INC$4080.13%2,936CommonNONE
655844108NSCNORFOLK SOUTHN CORP$4070.13%1,414CommonNONE
872590104TMUST-MOBILE US INC$4030.13%1,905CommonNONE
464287507IJHISHARES TR$3870.12%5,804CommonNONE
65339F101NEENEXTERA ENERGY INC$3810.12%4,103CommonNONE
464287523SOXXISHARES TR$3780.12%1,150CommonNONE
25434V203DFAIDIMENSIONAL ETF TRUST$3740.12%9,613CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$3680.12%1,316CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$3670.11%796CommonNONE
25063F107DXYZDESTINY TECH100 INC$3640.11%13,715CommonNONE
670100205NVONOVO-NORDISK A S$3610.11%9,821CommonNONE
922908751VBVANGUARD INDEX FDS$3520.11%1,338CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3520.11%4,895CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$3490.11%1,720CommonNONE
46137Y401CZAINVESCO EXCHANGE TRADED FD T$3480.11%3,160CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$3440.11%8,513CommonNONE
911363109URIUNITED RENTALS INC$3420.11%466CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$3400.11%6,891CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$3390.11%6,013CommonNONE
922908637VVVANGUARD INDEX FDS$3380.11%1,129CommonNONE
66987V109NVSNOVARTIS AG$3350.10%2,200CommonNONE
872540109TJXTJX COS INC NEW$3330.10%2,071CommonNONE
33733E831MISLFIRST TR EXCHANGE-TRADED FD$3300.10%7,392CommonNONE
26884L109EQTEQT CORP$3300.10%5,186CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3280.10%834CommonNONE
701094104PHPARKER-HANNIFIN CORP$3260.10%363CommonNONE
922020748VCRBVANGUARD MALVERN FDS$3240.10%4,158CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$3240.10%6,712CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3230.10%4,420CommonNONE
94106L109WMWASTE MGMT INC DEL$3230.10%1,405CommonNONE
74762E102QUREQUANTA SVCS INC$3220.10%581CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$3200.10%4,002CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$3190.10%3,945CommonNONE
78463X202FEZSPDR INDEX SHS FDS$3170.10%5,139CommonNONE
29084Q100EMEEMCOR GROUP INC$3120.10%424CommonNONE
464287325IXJISHARES TR$3110.10%3,329CommonNONE
053332102AZOAUTOZONE INC$3010.09%89CommonNONE
949746101WMT2WELLS FARGO &CO$2990.09%3,757CommonNONE
904767803ULUNILEVER PLC$2920.09%5,145CommonNONE
H1467J104CBCHUBB LTD SWITZ$2920.09%898CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$2910.09%2,227CommonNONE
717081103PFEPFIZER INC$2870.09%10,235CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2870.09%4,753CommonNONE
92204A603VISVANGUARD WORLD FD$2870.09%918CommonNONE
33738R118TDIVFIRST TR EXCHANGE TRADED FD$2770.09%2,976CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$2750.09%2,104CommonSOLE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$2720.09%4,041CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$2710.08%437CommonNONE
92206C730VONEVANGUARD SCOTTSDALE FDS$2660.08%901CommonNONE
922908611VBRVANGUARD INDEX FDS$2610.08%1,202CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$2600.08%2,784CommonNONE
46432F834IXUSISHARES TR$2570.08%2,969CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$2550.08%1,750CommonNONE
922908744VTVVANGUARD INDEX FDS$2530.08%1,289CommonNONE
58155Q103MCKMCKESSON CORP$2510.08%289CommonNONE
74624M102PEVERPURE INC$2500.08%4,215CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$2450.08%1,654CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$2420.08%3,815CommonNONE
00206R102TAT&T INC$2360.07%8,129CommonNONE
464287481IWPISHARES TR$2350.07%1,835CommonNONE
37045V100GMGENERAL MTRS CO$2330.07%3,127CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2310.07%3,000CommonSOLE
950810101WSBCWESBANCO INC$2290.07%6,636CommonNONE
464287473IWSISHARES TR$2280.07%1,565CommonNONE
646025106NJRNEW JERSEY RES CORP$2280.07%4,140CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$2270.07%8,943CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$2260.07%3,856CommonNONE
464287432TLTISHARES TR$2260.07%2,608CommonNONE
92204A108VCRVANGUARD WORLD FD$2250.07%629CommonNONE
46434V803HEFAISHARES TR$2240.07%5,320CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2230.07%1,160CommonNONE
257701201DGICADONEGAL GROUP INC$2220.07%12,936CommonNONE
693506107PPGPPG INDS INC$2150.07%2,031CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA NV$2120.07%3,072CommonNONE
G0593M107AZNASTRAZENECA PLC$2120.07%1,079CommonNONE
580135101MCDMCDONALDS CORP$2100.07%675CommonNONE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$2080.07%1,273CommonNONE
46434G103IEMGISHARES INC$2080.07%2,958CommonNONE
929160109VMCVULCAN MATLS CO$2070.06%760CommonNONE
922908595VBKVANGUARD INDEX FDS$2070.06%684CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$2040.06%1,864CommonNONE
46137V266RPGINVESCO EXCHANGE TRADED FD T$2040.06%4,347CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$2030.06%700CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$2030.06%1,491CommonNONE
466313103JBLJABIL INC$1990.06%756CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$1970.06%3,630CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$1960.06%1,345CommonNONE
892331307TMTOYOTA MOTOR CORP$1960.06%961CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1940.06%560CommonNONE
92338C103VLTOVERALTO CORP$1930.06%2,187CommonNONE
03831W108APPAPPLOVIN CORP$1920.06%478CommonNONE
744320102PRUPRUDENTIAL FINL INC$1920.06%1,968CommonNONE
464287234EEMISHARES TR$1910.06%3,344CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$1860.06%2,475CommonNONE
58733R102MELIMERCADOLIBRE INC$1860.06%107CommonNONE
00162Q361OGIGALPS ETF TR$1840.06%4,594CommonNONE
46432F339QUALISHARES TR$1820.06%958CommonNONE
78468R853SPSMSPDR SERIES TRUST$1820.06%3,743CommonNONE
833034101SNASNAP ON INC$1820.06%500CommonNONE
464287499IWRISHARES TR$1820.06%1,885CommonNONE
01973R101ALSNALLISON TRANSMISSION HLDGS I$1810.06%1,550CommonNONE
337738108FISVFISERV INC$1800.06%3,184CommonNONE
34959J108FTVFORTIVE CORP$1800.06%3,253CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$1800.06%2,007CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$1770.06%1,610CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$1740.05%837CommonNONE
33739Q705KNGFIRST TR EXCHANGE-TRADED FD$1680.05%3,403CommonNONE
21044C107ROADCONSTRUCTION PARTNERS INC$1660.05%1,500CommonNONE
14020Y409CGSDCAPITAL GRP FIXED INCM ETF T$1650.05%6,386CommonNONE
144285103CRSCARPENTER TECHNOLOGY CORP$1630.05%412CommonNONE
29250N105ENBENBRIDGE INC$1630.05%2,997CommonNONE
636180101NFGNATIONAL FUEL GAS CO$1620.05%1,722CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$1620.05%2,858CommonNONE
464288240ACWXISHARES TR$1610.05%2,364CommonNONE
893641100TDGTRANSDIGM GROUP INC$1600.05%138CommonNONE
86887Q109SSSSSURO CAPITAL CORP$1590.05%14,930CommonNONE
33737M300FYCFIRST TR EXCHANGE-TRADED ALP$1590.05%1,650CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$1550.05%8,487CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$1520.05%2,640CommonNONE
693718108PCARPACCAR INC$1480.05%1,273CommonNONE
922908512VOEVANGUARD INDEX FDS$1460.05%796CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$1460.05%3,201CommonNONE
21036P108STZCONSTELLATION BRANDS INC$1450.05%961CommonNONE
464287861IEVISHARES TR$1430.04%2,100CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$1430.04%3,629CommonNONE
806857108SLBSLB LIMITED$1430.04%2,783CommonSOLE
98419M100XYLXYLEM INC$1420.04%1,200CommonNONE
832696405SJMSMUCKER J M CO$1420.04%1,461CommonNONE
33740U851XPNDFIRST TR EXCHNG TRADED FD VI$1380.04%4,200CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1380.04%3,435CommonNONE
199908104FIXCOMFORT SYS USA INC$1380.04%100CommonNONE
863667101SYKSTRYKER CORPORATION$1370.04%419CommonNONE
922908629VOVANGUARD INDEX FDS$1370.04%473CommonNONE
443201108HWMHOWMET AEROSPACE INC$1370.04%595CommonNONE
74164F103PRIMPRIMORIS SVCS CORP$1350.04%950CommonNONE
704326107PAYXPAYCHEX INC$1350.04%1,475CommonNONE
74340W103PLDPROLOGIS INC.$1330.04%999CommonNONE
78464A359CWBSPDR SERIES TRUST$1320.04%1,433CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$1310.04%660CommonNONE
126650100CVSCVS HEALTH CORP$1310.04%1,835CommonNONE
902681105UGIUGI CORP NEW$1270.04%3,485CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$1270.04%641CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1270.04%1,703CommonSOLE
81762P102NOWSERVICENOW INC$1270.04%1,232CommonNONE
G3265R107APTVAPTIV PLC$1260.04%1,831CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$1250.04%1,990CommonNONE
92204A801VAWVANGUARD WORLD FD$1220.04%541CommonNONE
761152107RMDRESMED INC$1210.04%540CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1210.04%2,391CommonNONE
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1190.04%200CommonNONE
745867101PHMPULTE GROUP INC$1190.04%1,001CommonNONE
921909768VXUSVANGUARD STAR FDS$1190.04%1,537CommonNONE
37954Y715BOTZGLOBAL X FDS$1180.04%3,517CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1180.04%1,495CommonNONE
372460105GPCGENUINE PARTS CO$1170.04%1,105CommonNONE
45783Y673SFLRINNOVATOR ETFS TRUST$1170.04%3,319CommonNONE
032654105ADIANALOG DEVICES INC$1170.04%371CommonNONE
92204A504VHTVANGUARD WORLD FD$1160.04%425CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$1160.04%1,735CommonNONE
464287119ILCGISHARES TR$1150.04%1,200CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1150.04%484CommonNONE
25746U109DDOMINION ENERGY INC$1140.04%1,825CommonNONE
31428X106FDXFEDEX CORP$1110.03%310CommonNONE
46432F396MTUMISHARES TR$1100.03%461CommonNONE
458140100INTCINTEL CORP$1070.03%2,431CommonNONE
854502101SWKSTANLEY BLACK &DECKER INC$1060.03%1,479CommonNONE
02072L565BOXXEA SERIES TRUST$1040.03%892CommonNONE
464287556IBBISHARES TR$1030.03%609CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1030.03%2,242CommonNONE
882508104TXNTEXAS INSTRS INC$1030.03%526CommonNONE
046433108ATROASTRONICS CORP$1020.03%1,525CommonNONE
6706EW100XSSPXNUVEEN S&P 500 DYNAMIC OVERW$1020.03%6,376CommonNONE
337932107FEFIRSTENERGY CORP$1020.03%2,016CommonNONE
922040845VBILVANGUARD INSTL INDEX FD$1020.03%1,348CommonNONE
37954Y632AIQGLOBAL X FDS$1010.03%2,160CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1000.03%2,634CommonNONE
501044101KRKROGER CO$990.03%1,370CommonNONE
776696106ROPROPER TECHNOLOGIES INC$970.03%274CommonNONE
571903202MARMARRIOTT INTL INC NEW$970.03%295CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$970.03%235CommonNONE
464287226AGGISHARES TR$970.03%981CommonNONE
219948106CPAYCORPAY INC$940.03%325CommonNONE
59156R108METMETLIFE INC$940.03%1,337CommonNONE
53656G498MAGSLISTED FDS TR$930.03%1,604CommonNONE
231561101CWCURTISS WRIGHT CORP$930.03%135CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$930.03%396CommonNONE
464287655IWMISHARES TR$920.03%371CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$910.03%3,676CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$910.03%2,206CommonNONE
773903109ROKROCKWELL AUTOMATION INC$900.03%249CommonNONE
H2906T109GRMNGARMIN LTD$900.03%390CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$900.03%578CommonNONE
464287812IYKISHARES TR$880.03%1,260CommonNONE
911312106UPSUNITED PARCEL SVCS INC$880.03%892CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$880.03%444CommonNONE
33734X127FXNFIRST TR EXCHANGE-TRADED FD$870.03%3,866CommonNONE
55261F104MTBM &T BK CORP$860.03%417CommonNONE
46429B697USMVISHARES TR$860.03%933CommonNONE
00724F101ADBEADOBE INC$850.03%348CommonNONE
871829107SYYSYSCO CORP$850.03%1,190CommonNONE
G25457105CRDOCREDO TECHNOLOGY GROUP HOLDI$850.03%913CommonNONE
452308109ITWILLINOIS TOOL WKS INC$850.03%328CommonNONE
842587107SOSOUTHERN CO$840.03%868CommonNONE
82509L107SHOPSHOPIFY INC$830.03%700CommonNONE
03027X100AMTAMERICAN TOWER CORP$810.03%471CommonNONE
92556V106VTRSVIATRIS INC$800.03%5,949CommonNONE
00123Q104AGNCAGNC INVT CORP$800.03%8,000CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$790.02%1,294CommonNONE
03073E105CORCENCORA INC$790.02%250CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$780.02%982CommonNONE
G5960L103MDTMEDTRONIC PLC$750.02%874CommonNONE
651639106NEMNEWMONT CORP$750.02%695CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$750.02%18CommonNONE
237194105DRIDARDEN RESTAURANTS INC$750.02%383CommonNONE
00217D100ASTSAST SPACEMOBILE INC$750.02%900CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$750.02%175CommonNONE
780259305SHELSHELL PLC$740.02%789CommonNONE
695156109PKGPACKAGING CORP AMER$740.02%350CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$740.02%721CommonNONE
97717W604DESWISDOMTREE TR$730.02%2,044CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$730.02%1,460CommonNONE
22822V101CCICROWN CASTLE INC$730.02%900CommonNONE
35671D857FCXFREEPORT MCMORAN INC$720.02%1,237CommonNONE
803054204SAPSAP SE$710.02%415CommonNONE
880770102TERTERADYNE INC$710.02%240CommonNONE
253868103DLRDIGITAL RLTY TR INC$710.02%395CommonNONE
46137V837PDPINVESCO EXCHANGE TRADED FD T$700.02%585CommonNONE
579780206MKCMCCORMICK &CO INC$700.02%1,397CommonSOLE
756109104OREALTY INCOME CORP$700.02%1,150CommonNONE
33737J802NFTYFIRST TR EXCH TRD ALPHDX FD$700.02%1,374CommonNONE
681919106OMCOMNICOM GROUP INC$700.02%925CommonNONE
890930407TBLUTORTOISE CAPITAL SERIES TRUS$700.02%1,390CommonNONE
33740F888UCONFIRST TR EXCHNG TRADED FD VI$690.02%2,773CommonNONE
922020680VTGVANGUARD MALVERN FDS$690.02%915CommonNONE
464287804IJRISHARES TR$690.02%559CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$690.02%600CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$680.02%500CommonNONE
609207105MDLZMONDELEZ INTL INC$680.02%1,174CommonNONE
988498101YUMYUM BRANDS INC$680.02%439CommonNONE
20030N101CMCSACOMCAST CORP NEW$670.02%2,292CommonNONE
33740F276EIPIFIRST TR EXCHNG TRADED FD VI$670.02%2,979CommonNONE
674599105OXYOCCIDENTAL PETE CORP$660.02%1,000CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$660.02%809CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$630.02%1,013CommonNONE
29444U700EQIXEQUINIX INC$630.02%65CommonNONE
33739N108FMBFIRST TR EXCH TRADED FD III$630.02%1,250CommonNONE
890110109TMPTOMPKINS FINL CORP$630.02%797CommonNONE
33740F482GMARFIRST TR EXCHNG TRADED FD VI$620.02%1,485CommonNONE
922908538VOTVANGUARD INDEX FDS$620.02%240CommonNONE
855244109SBUXSTARBUCKS CORP$620.02%688CommonNONE
681936100OHIOMEGA HEALTHCARE INVS INC$610.02%1,400CommonNONE
055622104BPBP PLC$610.02%1,300CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$610.02%547CommonNONE
G3323L100FNFABRINET$600.02%115CommonNONE
09260D107BXBLACKSTONE INC$590.02%520CommonNONE
654106103NKENIKE INC$590.02%1,125CommonNONE
464287630IWNISHARES TR$590.02%313CommonNONE
92206C714VONVVANGUARD SCOTTSDALE FDS$580.02%626CommonNONE
74347G705DIGPROSHARES TR$580.02%862CommonNONE
74743L100QQNITY ELECTRONICS INC$580.02%508CommonNONE
33734X143FXHFIRST TR EXCHANGE-TRADED FD$570.02%526CommonNONE
33738R704AIRRFIRST TR EXCHANGE TRADED FD$570.02%510CommonNONE
02072L581STXDEA SERIES TRUST$570.02%1,615CommonNONE
808524730FNDESCHWAB STRATEGIC TR$570.02%1,458CommonNONE
37960A370ZAPGLOBAL X FDS$570.02%1,740CommonNONE
33739P830FSMBFIRST TR EXCH TRADED FD III$550.02%2,750CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$550.02%739CommonNONE
92204A405VFHVANGUARD WORLD FD$540.02%446CommonNONE
92204A884VOXVANGUARD WORLD FD$540.02%298CommonNONE
46641Q647JMUBJ P MORGAN EXCHANGE TRADED F$540.02%1,088CommonNONE
368736104GNRCGENERAC HLDGS INC$540.02%275CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$530.02%583CommonNONE
464288828IHFISHARES TR$530.02%1,274CommonNONE
22052L104CTVACORTEVA INC$530.02%625CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$530.02%1,375CommonNONE
46435G326IDEVISHARES TR$520.02%617CommonNONE
G54950103LINLINDE PLC$520.02%103CommonNONE
032095101APHAMPHENOL CORP$520.02%401CommonNONE
46435U713IFRAISHARES TR$510.02%901CommonNONE
457187102INGRINGREDION INC$510.02%451CommonNONE
46284V101IRMIRON MTN INC DEL$510.02%500CommonNONE
61174X109MNSTMONSTER BEVERAGE CORP NEW$500.02%700CommonNONE
172967424CCITIGROUP INC$500.02%440CommonNONE
74348A145PAWZPROSHARES TR$500.02%968CommonNONE
26614N102DDDUPONT DE NEMOURS INC$500.02%1,141CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$500.02%555CommonNONE
461202103INTUINTUIT$490.02%114CommonNONE
464286426EEMAISHARES INC$490.02%509CommonNONE
922020755VPLSVANGUARD MALVERN FDS$490.02%632CommonNONE
784117103SEICSEI INVTS CO$470.01%600CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$470.01%1,040CommonNONE
46138E669PGHYINVESCO EXCH TRADED FD TR II$470.01%2,362CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$470.01%235CommonNONE
69374H634USAIPACER FDS TR$470.01%1,000CommonNONE
33733A201EDOWFIRST TR EXCHANGE-TRADED FD$460.01%1,145CommonNONE
075887109BDXBECTON DICKINSON &CO$450.01%280CommonNONE
92189F676SMHVANECK ETF TRUST$450.01%114CommonNONE
750940108RALRALLIANT CORP$450.01%1,084CommonNONE
80004C200SNDKSANDISK CORP$450.01%71CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$440.01%158CommonNONE
46641Q779JMOMJ P MORGAN EXCHANGE TRADED F$440.01%650CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$440.01%900CommonNONE
34965K107FTREFORTREA HLDGS INC$440.01%4,672CommonNONE
30254T577FPAGINVESTMENT MANAGERS SER TR I$440.01%1,211CommonNONE
76131D103QSRRESTAURANT BRANDS INTL INC$430.01%588CommonNONE
69374H360COWGPACER FDS TR$430.01%1,301CommonNONE
260557103DOWDOW HLDGS INC$420.01%999CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$420.01%2,000CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$420.01%7,595CommonNONE
02072L680STRVEA SERIES TRUST$420.01%994CommonNONE
002824100ABTABBOTT LABORATORIES$420.01%407CommonNONE
370334104GISGENERAL MILLS INC$420.01%1,136CommonNONE
25243Q205DEODIAGEO PLC$410.01%545CommonNONE
92189H805REMXVANECK ETF TRUST$410.01%465CommonNONE
48251W104KKRKKR &CO INC$410.01%450CommonNONE
04010L103ARCCARES CAPITAL CORP$410.01%2,300CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$400.01%662CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$400.01%703CommonNONE
16411R208LNGCHENIERE ENERGY INC$400.01%140CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$400.01%201CommonNONE
806407102HSICSCHEIN HENRY INC$400.01%537CommonNONE
46137V498XSMOINVESCO EXCHANGE TRADED FD T$400.01%535CommonNONE
928881101VNTVONTIER CORPORATION$390.01%1,101CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$390.01%284CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$380.01%750CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$380.01%2,165CommonNONE
33738R720ROBTFIRST TR EXCHANGE TRADED FD$370.01%800CommonNONE
78409V104SPGIS&P GLOBAL INC$370.01%87CommonNONE
98978V103ZTSZOETIS INC$370.01%319CommonNONE
56035L104MAINMAIN STR CAP CORP$370.01%700CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$370.01%1,150CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$360.01%800CommonNONE
91913Y100VLOVALERO ENERGY CORP$360.01%146CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$360.01%2,312CommonNONE

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.