MondegarAI
FIRST NATIONAL TRUST CO

Q3 2024 · 13F-HR

FIRST NATIONAL TRUST COholdings as filed

Filed 2024-11-05 · accession 0000950123-24-010352

$2.59B
Reported value
395
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$137.7M5.32%591,107CommonSOLE
78464A409SPYGSPDR SER TR$115.6M4.47%1,393,747CommonSOLE
78464A508SPYVSPDR SER TR$111.1M4.29%2,101,975CommonSOLE
594918104MSFTMICROSOFT CORP$101.3M3.91%235,419CommonSOLE
67066G104NVDANVIDIA CORPORATION$78.4M3.03%645,250CommonSOLE
78463V107GLDSPDR GOLD TR$69.3M2.68%285,015CommonSOLE
46432F842IEFAISHARES TR$65.9M2.55%844,172CommonSOLE
464287804IJRISHARES TR$58.4M2.26%499,354CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$57.4M2.22%99,955CommonSOLE
02079K305GOOGLALPHABET INC$47.3M1.83%285,372CommonSOLE
023135106AMZNAMAZON COM INC$46.7M1.81%250,868CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$41.0M1.58%194,363CommonSOLE
11135F101AVGOBROADCOM INC$38.1M1.47%221,116CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$36.5M1.41%377,836CommonSOLE
30303M102METAMETA PLATFORMS INC$33.5M1.29%58,504CommonSOLE
78464A821MDYGSPDR SER TR$32.0M1.24%364,788CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$29.4M1.14%63,860CommonSOLE
78464A839MDYVSPDR SER TR$27.5M1.06%346,222CommonSOLE
532457108LLYELI LILLY & CO$27.4M1.06%30,939CommonSOLE
00287Y109ABBVABBVIE INC$25.8M1.00%130,650CommonSOLE
931142103WMTWALMART INC$25.5M0.98%315,310CommonSOLE
30231G102XOMEXXON MOBIL CORP$24.8M0.96%211,321CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$24.6M0.95%485,900CommonSOLE
437076102HDHOME DEPOT INC$24.5M0.95%60,362CommonSOLE
478160104JNJJOHNSON & JOHNSON$24.4M0.94%150,469CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$23.9M0.92%40,913CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$23.0M0.89%354,963CommonSOLE
58933Y105MRKMERCK & CO INC$22.6M0.87%199,076CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$21.8M0.84%169,838CommonSOLE
92826C839VVISA INC$21.4M0.83%77,772CommonSOLE
464287507IJHISHARES TR$21.1M0.82%338,899CommonSOLE
166764100CVXCHEVRON CORP NEW$20.6M0.80%139,729CommonSOLE
65339F101NEENEXTERA ENERGY INC$20.3M0.78%239,904CommonSOLE
464287200IVVISHARES TR$19.9M0.77%34,495CommonSOLE
580135101MCDMCDONALDS CORP$19.7M0.76%64,858CommonSOLE
922908363VOOVANGUARD INDEX FDS$19.2M0.74%36,386CommonSOLE
149123101CATCATERPILLAR INC$19.2M0.74%48,965CommonSOLE
78464A847SPMDSPDR SER TR$18.8M0.73%344,394CommonSOLE
031162100AMGNAMGEN INC$17.9M0.69%55,622CommonSOLE
G54950103LINLINDE PLC$17.9M0.69%37,554CommonSOLE
742718109PGPROCTER AND GAMBLE CO$17.8M0.69%102,780CommonSOLE
713448108PEPPEPSICO INC$17.3M0.67%101,984CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$17.0M0.66%19,144CommonSOLE
78464A300SLYVSPDR SER TR$16.9M0.65%194,862CommonSOLE
17275R102CSCOCISCO SYS INC$16.6M0.64%311,235CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$16.5M0.64%208,260CommonSOLE
78464A201SLYGSPDR SER TR$16.2M0.63%174,279CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$15.0M0.58%305,565CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$14.5M0.56%173,283CommonSOLE
438516106HONHONEYWELL INTL INC$14.5M0.56%70,028CommonSOLE
464287689IWVISHARES TR$12.9M0.50%39,552CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$12.8M0.50%58,061CommonSOLE
97717X669DGRWWISDOMTREE TR$12.2M0.47%147,096CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$11.4M0.44%41,350CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$11.3M0.44%251,207CommonSOLE
68389X105ORCLORACLE CORP$10.9M0.42%63,767CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$10.8M0.42%228,769CommonSOLE
302520101FNBF N B CORP$10.8M0.42%765,181CommonNONE
91913Y100VLOVALERO ENERGY CORP$10.6M0.41%78,847CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$10.3M0.40%122,921CommonSOLE
464287499IWRISHARES TR$10.2M0.40%116,034CommonSOLE
09247X101BLKCHFBLACKROCK INC$10.2M0.39%10,702CommonSOLE
872540109TJXTJX COS INC NEW$9.4M0.36%80,176CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$9.2M0.35%2,175CommonSOLE
88160R101TSLATESLA INC$9.1M0.35%34,726CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$8.9M0.35%87,184CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8.9M0.34%25,909CommonSOLE
337738108FISVFISERV INC$8.8M0.34%48,924CommonSOLE
89832Q109TFCTRUIST FINL CORP$8.8M0.34%205,359CommonSOLE
002824100ABTABBOTT LABS$8.7M0.34%76,702CommonSOLE
94106L109WMWASTE MGMT INC DEL$8.7M0.33%41,738CommonSOLE
79466L302CRMSALESFORCE INC$8.5M0.33%31,131CommonSOLE
464288612GVIISHARES TR$8.4M0.32%78,107CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8.2M0.32%13,288CommonSOLE
46284V101IRMIRON MTN INC DEL$8.2M0.32%68,637CommonSOLE
46434VBD1IBDQISHARES TR$8.1M0.31%323,442CommonSOLE
882508104TXNTEXAS INSTRS INC$8.1M0.31%39,072CommonSOLE
001055102AFLAFLAC INC$7.8M0.30%69,579CommonSOLE
464287465EFAISHARES TR$7.7M0.30%92,222CommonSOLE
00724F101ADBEADOBE INC$7.5M0.29%14,461CommonSOLE
060505104BACBANK AMERICA CORP$7.4M0.28%185,244CommonSOLE
872590104TMUST-MOBILE US INC$7.3M0.28%35,342CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$7.2M0.28%6,282CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.1M0.28%13,794CommonSOLE
31428X106FDXFEDEX CORP$7.0M0.27%25,592CommonSOLE
464287655IWMISHARES TR$6.8M0.26%30,808CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$6.8M0.26%26,233CommonSOLE
235851102DHRDANAHER CORPORATION$6.7M0.26%24,073CommonSOLE
02209S103MOALTRIA GROUP INC$6.7M0.26%130,923CommonSOLE
464288414MUBISHARES TR$6.6M0.26%60,853CommonSOLE
29444U700EQIXEQUINIX INC$6.4M0.25%7,263CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$6.4M0.25%27,084CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$6.3M0.25%12,919CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.3M0.24%17,846CommonSOLE
863667101SYKSTRYKER CORPORATION$6.3M0.24%17,367CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$6.1M0.24%37,125CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$6.0M0.23%97,317CommonSOLE
718172109PMPHILIP MORRIS INTL INC$6.0M0.23%49,238CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.9M0.23%43,434CommonSOLE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$5.9M0.23%57,570CommonSOLE
G29183103ETNEATON CORP PLC$5.8M0.22%17,403CommonSOLE
56585A102MPCMARATHON PETE CORP$5.5M0.21%33,565CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.4M0.21%60,205CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$5.4M0.21%63,614CommonSOLE
20825C104COPCONOCOPHILLIPS$5.3M0.21%50,527CommonSOLE
74340W103PLDPROLOGIS INC.$5.3M0.20%41,728CommonSOLE
75513E101RTXRTX CORPORATION$5.0M0.19%41,149CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$5.0M0.19%45,520CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.9M0.19%8,425CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$4.9M0.19%18,607CommonSOLE
126408103CSXCSX CORP$4.9M0.19%140,471CommonSOLE
46435GAA0IBDRISHARES TR$4.8M0.19%197,916CommonSOLE
12572Q105CMECME GROUP INC$4.7M0.18%21,473CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$4.7M0.18%42,642CommonSOLE
464287234EEMISHARES TR$4.6M0.18%100,473CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$4.4M0.17%37,726CommonSOLE
744320102PRUPRUDENTIAL FINL INC$4.3M0.17%35,671CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$4.0M0.15%264,177CommonSOLE
37940X102GPNGLOBAL PMTS INC$4.0M0.15%38,682CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3.8M0.15%20,675CommonSOLE
464287614IWFISHARES TR$3.8M0.15%10,070CommonSOLE
617446448MSMORGAN STANLEY$3.6M0.14%34,959CommonSOLE
02079K107GOOGALPHABET INC$3.4M0.13%20,602CommonSOLE
46434VBG4IBDPISHARES TR$3.4M0.13%136,391CommonSOLE
46090E103QQQINVESCO QQQ TR$3.4M0.13%7,005CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$3.3M0.13%38,118CommonSOLE
H1467J104CBCHUBB LIMITED$3.3M0.13%11,565CommonSOLE
46435UAA9IBDSISHARES TR$3.3M0.13%135,556CommonSOLE
316773100FITBFIFTH THIRD BANCORP$3.3M0.13%77,099CommonSOLE
693506107PPGPPG INDS INC$3.2M0.12%24,393CommonSOLE
78468R408SJNKSPDR SER TR$3.2M0.12%124,166CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$3.2M0.12%60,533CommonSOLE
464287481IWPISHARES TR$3.2M0.12%26,894CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$3.1M0.12%60,247CommonSOLE
191216100KOCOCA COLA CO$3.1M0.12%43,072CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.0M0.12%5,754CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$3.0M0.12%156,630CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$3.0M0.12%14,100CommonSOLE
842587107SOSOUTHERN CO$3.0M0.12%33,493CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$2.9M0.11%97,966CommonSOLE
871829107SYYSYSCO CORP$2.8M0.11%36,136CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.8M0.11%9,241CommonSOLE
609207105MDLZMONDELEZ INTL INC$2.8M0.11%37,446CommonSOLE
59156R108METMETLIFE INC$2.7M0.11%33,220CommonSOLE
548661107LOWLOWES COS INC$2.7M0.11%10,115CommonSOLE
032654105ADIANALOG DEVICES INC$2.7M0.10%11,638CommonSOLE
922908629VOVANGUARD INDEX FDS$2.6M0.10%10,039CommonSOLE
372460105GPCGENUINE PARTS CO$2.5M0.10%18,185CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.5M0.10%10,677CommonSOLE
704326107PAYXPAYCHEX INC$2.5M0.10%18,609CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.5M0.10%13,935CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.5M0.10%10,987CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.4M0.09%10,508CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.4M0.09%8,977CommonSOLE
907818108UNPUNION PAC CORP$2.4M0.09%9,798CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$2.4M0.09%116,922CommonSOLE
G2716N103CVCCFCVC CAP PARTNERS PLC$2.4M0.09%108,024CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.3M0.09%11,698CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$2.3M0.09%8,839CommonSOLE
291011104EMREMERSON ELEC CO$2.3M0.09%21,145CommonSOLE
87612E106TGTTARGET CORP$2.3M0.09%14,726CommonSOLE
717081103PFEPFIZER INC$2.2M0.09%76,056CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$2.2M0.08%40,765CommonSOLE
G6095L109APTIV PLC$2.1M0.08%29,601CommonSOLE
69351T106PPLPPL CORP$2.1M0.08%64,176CommonSOLE
00206R102TAT&T INC$2.1M0.08%96,456CommonSOLE
46435U515IBDTISHARES TR$2.1M0.08%82,774CommonSOLE
458140100INTCINTEL CORP$2.1M0.08%88,730CommonSOLE
464288240ACWXISHARES TR$2.1M0.08%36,123CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$2.1M0.08%141,524CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.1M0.08%139,719CommonSOLE
55261F104MTBM & T BK CORP$2.0M0.08%11,491CommonSOLE
009158106APDAIR PRODS & CHEMS INC$2.0M0.08%6,802CommonSOLE
04010L103ARCCARES CAPITAL CORP$2.0M0.08%96,528CommonSOLE
254687106DISDISNEY WALT CO$2.0M0.08%20,814CommonSOLE
370334104GISGENERAL MLS INC$2.0M0.08%27,094CommonSOLE
513272104LWLAMB WESTON HLDGS INC$2.0M0.08%30,696CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.0M0.08%3,115CommonSOLE
747525103QCOMQUALCOMM INC$2.0M0.08%11,526CommonSOLE
647551100NMFCNEW MTN FIN CORP$1.9M0.07%160,005CommonSOLE
302635206FSKFS KKR CAP CORP$1.9M0.07%96,636CommonSOLE
88579Y101MMM3M CO$1.9M0.07%13,886CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.9M0.07%16,412CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.8M0.07%8,193CommonSOLE
922908751VBVANGUARD INDEX FDS$1.8M0.07%7,518CommonSOLE
52110M109LAZLAZARD INC$1.8M0.07%35,206CommonSOLE
260557103DOWDOW INC$1.8M0.07%32,348CommonSOLE
038222105AMATAPPLIED MATLS INC$1.7M0.07%8,455CommonSOLE
464288687PFFISHARES TR$1.7M0.07%50,771CommonSOLE
464287721IYWISHARES TR$1.7M0.06%11,014CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.6M0.06%22,895CommonSOLE
46436E205IBDUISHARES TR$1.6M0.06%69,540CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.6M0.06%38,501CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.6M0.06%6,333CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.6M0.06%2,680CommonSOLE
464287309IVWISHARES TR$1.6M0.06%16,304CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.06%3,153CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.5M0.06%30,131CommonSOLE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$1.5M0.06%91,690CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$1.5M0.06%10,783CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.4M0.05%8,768CommonSOLE
464288158SUBISHARES TR$1.4M0.05%13,332CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.4M0.05%4,987CommonSOLE
06738E204BCSBARCLAYS PLC$1.4M0.05%115,623CommonSOLE
718546104PSXPHILLIPS 66$1.4M0.05%10,624CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.05%2CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$1.4M0.05%12,605CommonSOLE
45262P102IMBBYIMPERIAL BRANDS PLC$1.4M0.05%46,703CommonSOLE
58155Q103MCKMCKESSON CORP$1.3M0.05%2,675CommonSOLE
172967424CCITIGROUP INC$1.3M0.05%20,781CommonSOLE
09260D107BXBLACKSTONE INC$1.3M0.05%8,485CommonSOLE
464287168DVYISHARES TR$1.3M0.05%9,591CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.3M0.05%8,275CommonSOLE
464287622IWBISHARES TR$1.3M0.05%4,008CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.05%2,536CommonSOLE
418056107HASHASBRO INC$1.3M0.05%17,332CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$1.2M0.05%33,989CommonSOLE
464287473IWSISHARES TR$1.2M0.04%8,734CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.1M0.04%26,992CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.1M0.04%11,741CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.1M0.04%2,603CommonSOLE
89151E109TTENTOTALENERGIES SE$1.1M0.04%17,003CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.1M0.04%8,652CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.1M0.04%19,243CommonSOLE
913456109UVVUNIVERSAL CORP VA$1.1M0.04%19,817CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.0M0.04%5,980CommonSOLE
464287598IWDISHARES TR$1.0M0.04%5,462CommonSOLE
244199105DEDEERE & CO$1.0M0.04%2,422CommonSOLE
756109104OREALTY INCOME CORP$991,6980.04%15,637CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$987,3200.04%13,145CommonSOLE
579780206MKCMCCORMICK & CO INC$981,6740.04%11,928CommonSOLE
857477103STTSTATE STR CORP$974,7620.04%11,018CommonSOLE
25746U109DDOMINION ENERGY INC$962,2600.04%16,651CommonSOLE
464287457SHYISHARES TR$961,9620.04%11,569CommonSOLE
78464A763SDYSPDR SER TR$959,9060.04%6,758CommonSOLE
69122G102BLUE OWL CAP CORP III$953,4320.04%66,534CommonSOLE
654106103NKENIKE INC$937,6580.04%10,607CommonSOLE
05475P109AYRWFAYR WELLNESS INC$924,8930.04%510,991CommonSOLE
46436E726IBDVISHARES TR$900,5010.03%40,618CommonSOLE
85254J102STAGSTAG INDL INC$890,3910.03%22,778CommonSOLE
64110L106NFLXNETFLIX INC$883,7500.03%1,246CommonSOLE
46434V621DGROISHARES TR$874,2110.03%13,945CommonSOLE
464285204IAUISHARES GOLD TR$867,1150.03%17,447CommonSOLE
922908736VUGVANGUARD INDEX FDS$859,6190.03%2,239CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$854,5640.03%9,590CommonSOLE
500754106KHCKRAFT HEINZ CO$839,1280.03%23,900CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$834,3300.03%8,700CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$827,1020.03%26,959CommonSOLE
46436E486IBDWISHARES TR$792,5240.03%37,348CommonSOLE
780087102RYROYAL BK CDA$779,5620.03%6,250CommonSOLE
464287408IVEISHARES TR$762,8500.03%3,869CommonSOLE
032095101APHAMPHENOL CORP NEW$754,4210.03%11,578CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$752,4160.03%36,775CommonSOLE
558868105MDGLMADRIGAL PHARMACEUTICALS INC$752,1070.03%3,544CommonSOLE
369604301GEGE AEROSPACE$737,7240.03%3,912CommonSOLE
46432F339QUALISHARES TR$722,2200.03%4,028CommonSOLE
126650100CVSCVS HEALTH CORP$715,2590.03%11,375CommonSOLE
743315103PGRPROGRESSIVE CORP$715,0940.03%2,818CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$708,7080.03%3,537CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$678,8100.03%1,551CommonSOLE
461202103INTUINTUIT$662,6070.03%1,067CommonSOLE
CJIND1159TRUSTEES OF C&J INDUSTRIES I$661,9460.03%980CommonSOLE
902681105UGIUGI CORP NEW$652,2950.03%26,071CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$638,2410.02%14,083CommonSOLE
880779103TEXTEREX CORP NEW$634,9200.02%12,000CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$620,3590.02%1,089CommonSOLE
278865100ECLECOLAB INC$605,3870.02%2,371CommonSOLE
682680103OKEONEOK INC NEW$603,6440.02%6,624CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$602,3050.02%16,191CommonSOLE
92936U109WPCWP CAREY INC$599,8240.02%9,628CommonSOLE
427866108HSYHERSHEY CO$599,6950.02%3,127CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$583,0950.02%1,500CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$579,7620.02%7,430CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$577,3480.02%6,956CommonSOLE
929740108WABWABTEC$575,6650.02%3,167CommonSOLE
680223104ORIOLD REP INTL CORP$554,2870.02%15,649CommonSOLE
62914V106NIONIO INC$552,2890.02%82,678CommonSOLE
G87052109TELTE CONNECTIVITY PLC$550,5080.02%3,646CommonNONE
464287176TIPISHARES TR$537,4350.02%4,865CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$536,8830.02%3,964CommonSOLE
855244109SBUXSTARBUCKS CORP$522,1560.02%5,356CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$507,7370.02%9,318CommonSOLE
097023105BABOEING CO$504,1640.02%3,316CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$497,4030.02%3,322CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$493,7110.02%3,470CommonSOLE
25243Q205DEODIAGEO PLC$492,4530.02%3,509CommonSOLE
464287226AGGISHARES TR$491,2600.02%4,851CommonSOLE
969457100WMBWILLIAMS COS INC$488,6370.02%10,704CommonSOLE
46434G103IEMGISHARES INC$482,2430.02%8,400CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$481,5710.02%5,983CommonSOLE
34959J108FTVFORTIVE CORP$473,5800.02%6,000CommonSOLE
92338C103VLTOVERALTO CORP$471,9360.02%4,219CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$466,7370.02%4,457CommonSOLE
93627C101HCCWARRIOR MET COAL INC$460,0800.02%7,200CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$459,7740.02%4,429CommonSOLE
501044101KRKROGER CO$457,4250.02%7,983CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$453,3480.02%11,565CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$445,4600.02%8,643CommonSOLE
036752103ELVELEVANCE HEALTH INC$435,2400.02%837CommonSOLE
54951L109LKNCYLUCKIN COFFEE INC$422,9120.02%15,965CommonSOLE
067806109BUSDBARNES GROUP INC$421,2740.02%10,425CommonSOLE
911363109URIUNITED RENTALS INC$413,7720.02%511CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$408,6680.02%10,840CommonSOLE
219350105GLWCORNING INC$405,4010.02%8,979CommonSOLE
922908553VNQVANGUARD INDEX FDS$404,9740.02%4,157CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$400,7880.02%4,934CommonSOLE
314211103FHIFEDERATED HERMES INC$396,7110.02%10,789CommonSOLE
64110D104NTAPNETAPP INC$392,1440.02%3,175CommonSOLE
427096508HTGCHERCULES CAPITAL INC$385,6110.01%19,634CommonSOLE
46434V407SHYGISHARES TR$384,0490.01%8,845CommonSOLE
354613101BENFRANKLIN RESOURCES INC$380,4320.01%18,880CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$379,7310.01%4,070CommonSOLE
40434L105HPQHP INC$378,7150.01%10,558CommonSOLE
285512109EAELECTRONIC ARTS INC$374,9510.01%2,614CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$368,2590.01%7,377CommonSOLE
05534B760BCEBCE INC$361,0840.01%10,376CommonSOLE
98138H101WDAYWORKDAY INC$359,7710.01%1,472CommonSOLE
075887109BDXBECTON DICKINSON & CO$358,5140.01%1,487CommonSOLE
03662Q105AKXANSYS INC$357,8210.01%1,123CommonSOLE
46435U325IBMQISHARES TR$354,7190.01%13,840CommonSOLE
631103108NDAQNASDAQ INC$347,4540.01%4,759CommonSOLE
03076C106AMP1AMERIPRISE FINL INC$336,8530.01%717CommonSOLE
11275Q1071939900DBROOKFIELD INFRASTRUCTURE CO$332,0220.01%7,645CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$331,5810.01%8,476CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$326,4480.01%7,308CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$321,6790.01%306CommonSOLE
05464C101AXONAXON ENTERPRISE INC$319,6800.01%800CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$318,0980.01%18,548CommonSOLE
23804L103DDOGDATADOG INC$317,1050.01%2,756CommonSOLE
12479G101CBFVCB FINL SVCS INC$315,6960.01%11,291CommonSOLE
800363103SD21SANDY SPRING BANCORP INC$315,2680.01%10,050CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$315,0000.01%15,000CommonSOLE
071813109BAXBAXTER INTL INC$313,8970.01%8,267CommonSOLE
125523100CITHE CIGNA GROUP$312,4880.01%902CommonSOLE
670100205NVONOVO-NORDISK A S$311,4870.01%2,616CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$311,0000.01%5,000CommonSOLE
26875P101EOGEOG RES INC$310,5210.01%2,526CommonSOLE
97717W851DXJWISDOMTREE TR$310,2620.01%2,927CommonSOLE
48251W104KKRKKR & CO INC$305,0340.01%2,336CommonSOLE
46436E718SGOVISHARES TR$304,8790.01%3,027CommonSOLE
553810102MVBFMVB FINL CORP$303,6220.01%15,683CommonSOLE
020002101ALLALLSTATE CORP$297,9390.01%1,571CommonSOLE
456837103INGING GROEP N.V.$290,5600.01%16,000CommonSOLE
04013V108ACREARES COML REAL ESTATE CORP$278,9080.01%39,844CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$276,3000.01%15,000CommonSOLE
46429B697USMVISHARES TR$272,4690.01%2,984CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$270,4510.01%2,602CommonSOLE
97717W604DESWISDOMTREE TR$267,7800.01%7,764CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$266,9570.01%14,043CommonSOLE
695156109PKGPACKAGING CORP AMER$266,0180.01%1,235CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$262,5880.01%688CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$257,6660.01%1,604CommonSOLE
36828A101GEVGE VERNOVA INC$257,2740.01%1,009CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$252,6090.01%7,150CommonSOLE
92204A405VFHVANGUARD WORLD FD$249,7150.01%2,272CommonSOLE
577128101MATWMATTHEWS INTL CORP$248,2400.01%10,700CommonSOLE
148929102CAVACAVA GROUP INC$247,7000.01%2,000CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$247,4620.01%3,750CommonSOLE
34959E109FTNTFORTINET INC$243,8940.01%3,145CommonSOLE
598578201MIFFLINBURG BANCORP INC$243,3600.01%9,360CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$235,2880.01%3,882CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$235,1560.01%523CommonSOLE
22052L104CTVACORTEVA INC$231,9260.01%3,945CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$228,1960.01%4,769CommonSOLE
29273V100ETENERGY TRANSFER L P$227,8290.01%14,195CommonSOLE
191098102COKECOCA COLA CONS INC$227,7370.01%173CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$226,6440.01%20,200CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$225,3420.01%1,789CommonSOLE
571903202MARMARRIOTT INTL INC NEW$224,9830.01%905CommonSOLE
05329W102ANAUTONATION INC$224,5440.01%1,255CommonSOLE
98149E303GLDMWORLD GOLD TR$221,0300.01%4,240CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$218,6090.01%2,631CommonSOLE
92204A504VHTVANGUARD WORLD FD$215,0360.01%762CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$213,6150.01%2,363CommonSOLE
78463X848CWISPDR INDEX SHS FDS$212,2580.01%6,973CommonSOLE
311900104FASTFASTENAL CO$211,3310.01%2,959CommonSOLE
869103101SUSQUEHANNA CMNTY FINL INC$209,3220.01%18,352CommonSOLE
832696405SJMSMUCKER J M CO$208,6550.01%1,723CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$206,8760.01%2,561CommonSOLE
172908105CTASCINTAS CORP$202,5850.01%984CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$195,8810.01%11,277CommonSOLE
345370860FFORD MTR CO$186,5520.01%17,666CommonSOLE
919794107VLYVALLEY NATL BANCORP$181,2000.01%20,000CommonSOLE
05475P133AYWWFAYR WELLNESS INC$149,0710.01%152,300CommonSOLE
06759L103BBDCBARINGS BDC INC$143,9220.01%14,686CommonSOLE
338480106PFDFLAHERTY & CRUMRINE PFD INCO$125,9760.00%10,542CommonSOLE
H8817H100RIGTRANSOCEAN LTD$79,4700.00%18,699CommonSOLE
G52314104PHLLFPETERSHILL PARTNERS PLC$60,5460.00%20,735CommonSOLE
75624R108RECAFRECONNAISSANCE ENRY AFRICA L$30,6720.00%40,000CommonSOLE
88101C106TERRA NOSTRA RES C$1,1120.00%20,100CommonSOLE
91214A108USLGU S LTG GROUP INC$5000.00%100,000CommonSOLE
30162T107EXEOEXEO ENTMT INC$70.00%36,496CommonSOLE
75955T103RQHTFRELIQ HEALTH TECHNOLOGIES IN$30.00%30,000CommonSOLE
83192H106SDCCQSMILEDIRECTCLUB INC$20.00%10,000CommonSOLE
58507M107MMNFQMEDMEN ENTERPRISES INC$010,500CommonSOLE

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.