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BRADLEY FOSTER & SARGENT INC/CT

Q2 2024 · 13F-HR

BRADLEY FOSTER & SARGENT INC/CTholdings as filed

Filed 2024-08-09 · accession 0001015086-24-000007

$5.55B
Reported value
444
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMicrosoft$340.5M6.13%761,722CommonSOLE
037833100AAPLApple Inc$242.1M4.36%1,149,493CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$219.4M3.95%1,204,348CommonSOLE
46625H100JPMJ P Morgan Chase$211.2M3.80%1,044,142CommonSOLE
023135106AMZNAmazon.com$144.7M2.61%748,514CommonSOLE
235851102DHRDanaher$138.4M2.49%553,940CommonSOLE
22160K105COSTCostco$128.7M2.32%151,414CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$112.7M2.03%277,096CommonSOLE
883556102TMOThermo Fisher Scientific$110.5M1.99%199,855CommonSOLE
571748102MRSHMarsh & McLennan$106.9M1.92%507,160CommonSOLE
00724F101ADBEAdobe Inc$103.4M1.86%186,083CommonSOLE
91324P102UNHUnited Health Group$101.5M1.83%199,382CommonSOLE
78462F103SPYSPDR S&P 500 ETF Index$95.0M1.71%174,513CommonSOLE
713448108PEPPepsico$89.4M1.61%542,236CommonSOLE
67066G104NVDANvidia Corp$89.2M1.61%721,809CommonSOLE
824348106SHWSherwin-Williams$75.3M1.36%252,422CommonSOLE
437076102HDHome Depot$74.8M1.35%217,255CommonSOLE
337738108FISVFiserv Inc$72.4M1.30%485,925CommonSOLE
032654105ADIAnalog Devices Inc$71.8M1.29%314,763CommonSOLE
008474108AEMAgnico Eagle Mines$71.7M1.29%1,096,549CommonSOLE
20825C104COPConoco Phillips$69.9M1.26%611,035CommonSOLE
461202103INTUIntuit$69.7M1.26%106,028CommonSOLE
21036P108STZConstellation Brands Inc Cl A$68.9M1.24%267,933CommonSOLE
032095101APHAmphenol$68.2M1.23%1,012,702CommonSOLE
244199105DEDeere$64.7M1.16%173,080CommonSOLE
78463V107GLDSPDR Gold Shares$64.0M1.15%297,472CommonSOLE
57636Q104MAMastercard Inc Cl A$59.1M1.06%133,917CommonSOLE
478160104JNJJohnson & Johnson$57.8M1.04%395,399CommonSOLE
136375102CNICanadian National Railway$54.2M0.98%458,442CommonSOLE
002824100ABTAbbott Labs$52.9M0.95%508,812CommonSOLE
58933Y105MRKMerck$52.5M0.94%423,697CommonSOLE
166764100CVXChevron Corp$51.6M0.93%330,140CommonSOLE
101137107BSXBoston Scientific$51.5M0.93%668,396CommonSOLE
038222105AMATApplied Materials$48.6M0.88%206,024CommonSOLE
666807102NOCNorthrop Grumman$47.9M0.86%109,876CommonSOLE
580135101MCDMcDonalds$44.5M0.80%174,771CommonSOLE
46266C105IQVIQVIA Holdings$44.5M0.80%210,288CommonSOLE
00287Y109ABBVAbbvie Inc$41.9M0.75%244,312CommonSOLE
907818108UNPUnion Pacific$40.9M0.74%180,551CommonSOLE
742718109PGProcter & Gamble$38.2M0.69%231,451CommonSOLE
78409V104SPGIS&P Global Inc$37.4M0.67%83,794CommonSOLE
75524B104RBCRBC Bearings Inc$37.1M0.67%137,660CommonSOLE
149123101CATCaterpillar$36.4M0.66%109,310CommonSOLE
053015103ADPAutomatic Data Processing$35.4M0.64%148,292CommonSOLE
02079K107GOOGAlphabet Inc. Class C$34.8M0.63%189,988CommonSOLE
98978V103ZTSZoetis Inc$33.9M0.61%195,627CommonSOLE
68389X105ORCLOracle$33.9M0.61%240,018CommonSOLE
609207105MDLZMondelez International$33.4M0.60%511,002CommonSOLE
025816109AXPAmerican Express$32.0M0.58%138,359CommonSOLE
36266G107GEHCGE Healthcare Technologies Inc$30.6M0.55%392,588CommonSOLE
17275R102CSCOCisco Systems$28.5M0.51%598,835CommonSOLE
548661107LOWLowes$27.0M0.49%122,618CommonSOLE
30231G102XOMExxon Mobil$25.7M0.46%223,274CommonSOLE
11135F101AVGOBroadcom Inc.$25.5M0.46%15,900CommonSOLE
579780206MKCMcCormick$24.7M0.44%347,552CommonSOLE
H1467J104CBChubb Ltd$24.3M0.44%95,219CommonSOLE
942622200WSOWatsco Inc$21.7M0.39%46,917CommonSOLE
438516106HONHoneywell International$21.4M0.39%100,273CommonSOLE
30303M102METAMeta Platforms Inc Class A$21.0M0.38%41,553CommonSOLE
872540109TJXTJX Corp$20.8M0.38%189,251CommonSOLE
191216100KOCoca Cola$20.8M0.38%327,310CommonSOLE
654106103NKENike Inc Class B$20.1M0.36%266,158CommonSOLE
863667101SYKStryker$19.7M0.35%57,888CommonSOLE
29250N105ENBEnbridge Inc$19.6M0.35%550,385CommonSOLE
14448C104CARRCarrier Global Corp$19.4M0.35%307,363CommonSOLE
464287200IVViShares Core S&P 500 ETF$18.8M0.34%34,338CommonSOLE
75513E101RTXRTX Corporation$18.4M0.33%182,810CommonSOLE
532457108LLYEli Lilly$18.3M0.33%20,181CommonSOLE
92537N108VRTVertiv Holdings Co$17.9M0.32%206,298CommonSOLE
464287614IWFiShares Tr Russell 1000 Growth$17.8M0.32%48,951CommonSOLE
46120E602ISRGIntuitive Surgical$17.8M0.32%40,099CommonSOLE
053332102AZOAutoZone Inc$16.4M0.29%5,518CommonSOLE
443201108HWMHowmet Aerospace$16.2M0.29%208,119CommonSOLE
92826C839VVisa Incorporated$15.9M0.29%60,444CommonSOLE
459200101IBMInternational Business Machine$15.3M0.28%88,495CommonSOLE
922908751VBVanguard Small Cap ETF$14.9M0.27%68,554CommonSOLE
756109104ORealty Income Corp$14.8M0.27%279,622CommonSOLE
79466L302CRMSalesforce.com Inc$13.9M0.25%54,153CommonSOLE
278865100ECLEcolab$13.8M0.25%58,193CommonSOLE
931142103WMTWalmart$13.7M0.25%202,427CommonSOLE
65339F101NEENextEra Energy$13.6M0.25%192,276CommonSOLE
921943858VEAVanguard FTSE ETF Developed Ma$13.5M0.24%273,376CommonSOLE
26614N102DDDuPont De Nemours Inc$13.3M0.24%164,886CommonSOLE
855244109SBUXStarbucks$13.1M0.24%168,178CommonSOLE
78467J100SSNCSS & C Technologies$12.9M0.23%205,827CommonSOLE
22788C105CRWDCrowdStrike Holdings Inc Cl A$12.8M0.23%33,397CommonSOLE
592688105MTDMettler-Toledo International$12.7M0.23%9,066CommonSOLE
464287499IWRiShares Russell Midcap ETF$12.6M0.23%155,672CommonSOLE
254687106DISWalt Disney$12.5M0.23%126,332CommonSOLE
872590104TMUST-Mobile US Inc$11.9M0.21%67,478CommonSOLE
882508104TXNTexas Instruments$11.8M0.21%60,588CommonSOLE
539830109LMTLockheed Martin$11.7M0.21%25,143CommonSOLE
G54950103LINLinde Plc$11.5M0.21%26,278CommonNONE
23331A109DHID R Horton Inc$11.4M0.21%81,119CommonSOLE
464287622IWBiShares Russell 1000 Index$11.4M0.21%38,348CommonSOLE
92338C103VLTOVeralto Corporation$11.4M0.21%119,390CommonSOLE
962166104WYWeyerhaeuser$11.3M0.20%397,101CommonSOLE
533900106LECOLincoln Electric$11.1M0.20%58,796CommonNONE
060505104BACBank of America$11.0M0.20%275,411CommonSOLE
G1151C101ACNAccenture Plc Class A F$10.9M0.20%35,826CommonSOLE
075887109BDXBecton Dickinson$10.4M0.19%44,515CommonNONE
46137V357RSPInvesco S&P 500 Equal Weight E$9.9M0.18%60,294CommonSOLE
670100205NVONovo Nordisk A/S ADR$9.6M0.17%67,244CommonSOLE
03662Q105AKXAnsys$9.6M0.17%29,791CommonSOLE
701094104PHParker-Hannifin$9.6M0.17%18,885CommonSOLE
22822V101CCICrown Castle Inc$9.5M0.17%97,301CommonSOLE
20030N101CMCSAComcast Cl A$9.3M0.17%238,010CommonSOLE
92189F106GDXVanEck Vectors Gold Miners ETF$8.9M0.16%261,269CommonSOLE
89400J107TRUTransUnion$8.5M0.15%114,466CommonSOLE
351858105FNVFranco Nevada Corp$8.4M0.15%70,604CommonSOLE
922908769VTIVanguard Total Stock Market Vi$8.4M0.15%31,243CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1$8.3M0.15%17,390CommonSOLE
922908611VBRVanguard Small Cap Value ETF$8.2M0.15%44,834CommonSOLE
F86921107SBGSFSchneider Elec SA ORD F$8.0M0.14%33,150CommonSOLE
369604301GEGE Aerospace$8.0M0.14%50,029CommonNONE
922908629VOVanguard Mid Cap ETF$7.9M0.14%32,565CommonSOLE
89417E109TRVThe Travelers Companies Inc$7.8M0.14%38,333CommonSOLE
921908844VIGVanguard Dividend Appreciation$7.7M0.14%42,042CommonSOLE
717081103PFEPfizer$7.6M0.14%271,120CommonSOLE
009158106APDAir Products & Chemicals Inc$7.5M0.14%29,130CommonSOLE
34959J108FTVFortive Corp$7.4M0.13%100,305CommonSOLE
747525103QCOMQualcomm$7.4M0.13%37,063CommonSOLE
62944T105NVRNVR Inc$7.3M0.13%965CommonSOLE
464287408IVEiShares S&P 500 Value Index$7.3M0.13%40,211CommonSOLE
871607107SNPSSynopsys Inc$7.2M0.13%12,090CommonNONE
09260D107BXBlackstone Inc$6.9M0.12%55,493CommonSOLE
49456B101KMIKinder Morgan Inc$6.7M0.12%336,836CommonSOLE
922908363VOOVanguard S&P 500 ETF$6.6M0.12%13,214CommonSOLE
929740108WABWabtec Corp$6.6M0.12%41,542CommonNONE
98419M100XYLXylem Inc$6.5M0.12%47,883CommonNONE
464287655IWMiShares Russell 2000 ETF$6.5M0.12%31,882CommonSOLE
363576109AJGArthur J Gallagher$6.4M0.12%24,778CommonSOLE
68902V107OTISOtis Worldwide Corp$6.4M0.11%66,221CommonSOLE
293792107EPDEnterprise Products LP$6.4M0.11%219,755CommonSOLE
125523100CICIGNA Corp$6.2M0.11%18,655CommonSOLE
445658107JBHTHunt JB Transport Services$6.1M0.11%38,371CommonSOLE
65473P105NINisource$6.1M0.11%211,400CommonSOLE
26875P101EOGEOG Resources$6.0M0.11%47,282CommonSOLE
064058100BKBank of New York Mellon$5.7M0.10%94,690CommonNONE
94106L109WMWaste Management$5.6M0.10%26,273CommonSOLE
922042858VWOVanguard FTSE Emerging Markets$5.4M0.10%123,322CommonSOLE
194162103CLColgate-Palmolive$5.3M0.10%54,661CommonSOLE
G29183103ETNEaton Corp PLC$5.2M0.09%16,686CommonSOLE
49177J102KVUEKenvue Inc.$5.1M0.09%280,160CommonSOLE
031162100AMGNAmgen$5.1M0.09%16,243CommonSOLE
88579Y101MMM3M Company$4.9M0.09%48,336CommonSOLE
084670108BRK/ABerkshire Hathaway Cl A$4.9M0.09%8CommonSOLE
631103108NDAQNasdaq Inc$4.9M0.09%80,680CommonSOLE
922908595VBKVanguard Small Cap Growth$4.6M0.08%18,470CommonSOLE
29362U104ENTGEntegris Inc$4.5M0.08%32,868CommonSOLE
655844108NSCNorfolk Southern$4.4M0.08%20,724CommonSOLE
336433107FSLRFirst Solar Inc$4.4M0.08%19,499CommonSOLE
682680103OKEOneok Inc$4.3M0.08%52,460CommonSOLE
949746101WMT2Wells Fargo$4.2M0.08%70,539CommonSOLE
87612E106TGTTarget$4.2M0.08%28,251CommonSOLE
464287465EFAiShares MSCI EAFE Index Fund$4.2M0.07%53,145CommonSOLE
90353T100UBERUber Technologies Inc$4.1M0.07%56,603CommonSOLE
311900104FASTFastenal Company$3.9M0.07%62,140CommonSOLE
291011104EMREmerson Electric$3.7M0.07%33,994CommonSOLE
H84989104TEL1USDTE Connectivity Limited$3.7M0.07%24,376CommonSOLE
N07059210ASMLASML Holding NV NY Registry Sh$3.6M0.06%3,526CommonSOLE
74762E102QUREQuanta Services$3.6M0.06%14,160CommonSOLE
458140100INTCIntel$3.6M0.06%115,511CommonSOLE
464287507IJHiShares Core S&P MidCap ETF$3.4M0.06%58,344CommonSOLE
12572Q105CMECME Group Inc$3.4M0.06%17,225CommonSOLE
38141G104GSGoldman Sachs$3.4M0.06%7,476CommonSOLE
874039100TSMTaiwan Semiconductor Mft Co Lt$3.4M0.06%19,371CommonSOLE
902973304USBUS Bancorp$3.2M0.06%81,273CommonNONE
009066101ABNBAirbnb Inc$3.1M0.06%20,741CommonSOLE
871829107SYYSysco$3.1M0.06%44,036CommonSOLE
66987V109NVSNovartis A G ADR$3.1M0.06%29,378CommonSOLE
857477103STTState Street$3.1M0.06%41,636CommonSOLE
494368103KMBKimberly-Clark$3.1M0.06%22,129CommonSOLE
697435105PANWPalo Alto Networks Inc$3.0M0.05%8,947CommonSOLE
962879102WPMWheaton Precious Metals Corp$3.0M0.05%56,574CommonSOLE
464285204IAUiShares Gold Trust$2.9M0.05%67,053CommonSOLE
929160109VMCVulcan Materials$2.9M0.05%11,673CommonSOLE
13321L108CCJCameco Corporation$2.8M0.05%57,205CommonSOLE
375558103GILDGilead Sciences$2.7M0.05%39,381CommonSOLE
92204A702VGTVanguard Information Techology$2.7M0.05%4,624CommonSOLE
224408104CRCrane Co$2.6M0.05%17,882CommonSOLE
88262P102TPLTexas Pacific Land$2.5M0.05%3,460CommonSOLE
718172109PMPhilip Morris International$2.5M0.04%24,481CommonSOLE
03852U106ARMKAramark$2.4M0.04%69,987CommonSOLE
25746U109DDominion Energy$2.4M0.04%48,584CommonNONE
81369Y605XLFFinancial Select Sectors SPDR$2.4M0.04%57,584CommonSOLE
099502106BAHBooz Allen Hamilton Holdings$2.4M0.04%15,284CommonSOLE
25278X109FANGDiamondback Energy Inc$2.3M0.04%11,396CommonSOLE
370334104GISGeneral Mills$2.3M0.04%35,982CommonSOLE
448579102HHyatt Hotels Corp Cl A$2.3M0.04%14,866CommonSOLE
00402L107ASOAcademy Sport and Outdoors Inc$2.3M0.04%42,324CommonSOLE
92206C714VONVVanguard Russell 1000 Value ET$2.1M0.04%28,067CommonSOLE
35671D857FCXFreeport McMoRan$2.0M0.04%41,242CommonSOLE
452308109ITWIllinois Tool Works$2.0M0.04%8,441CommonSOLE
778296103ROSTRoss Stores$2.0M0.04%13,741CommonSOLE
G5960L103MDTMedtronic PLC$2.0M0.04%25,274CommonNONE
75886F107REGNRegeneron Pharmaceuticals Inc$2.0M0.04%1,863CommonSOLE
03076C106AMPAmeriprise Financial$1.9M0.04%4,550CommonSOLE
892356106TSCOTractor Supply Company$1.9M0.03%7,184CommonSOLE
922042775VEUVanguard FTSE All-World Ex-US$1.9M0.03%32,669CommonSOLE
126408103CSXCSX$1.9M0.03%56,317CommonSOLE
369550108GDGeneral Dynamics$1.9M0.03%6,469CommonSOLE
78351F107RYANRyan Specialty Holdings Inc$1.9M0.03%31,947CommonSOLE
G51502105JCIJohnson Controls$1.8M0.03%27,438CommonSOLE
92343V104VZVerizon$1.7M0.03%41,924CommonSOLE
81369Y803XLKSelect Sector S&P Technology I$1.7M0.03%7,626CommonSOLE
09247X101BLKCHFBlackRock Inc$1.7M0.03%2,175CommonSOLE
27579R104EWBCEast West Bancorp$1.7M0.03%22,893CommonSOLE
681919106OMCOmnicom$1.7M0.03%18,525CommonNONE
617446448MSMorgan Stanley$1.7M0.03%17,041CommonSOLE
941848103WATWaters Corp$1.7M0.03%5,691CommonSOLE
31428X106FDXFedEx Corporation$1.6M0.03%5,461CommonSOLE
464287309IVWiShares S&P 500 Growth Index F$1.6M0.03%17,498CommonSOLE
92511U102VRRMVerra Mobility Corp$1.6M0.03%58,918CommonSOLE
260557103DOWDow Inc$1.6M0.03%30,114CommonNONE
110122108BMYBristol-Myers Squibb$1.6M0.03%38,356CommonSOLE
879360105TDYTeledyne Technologies$1.6M0.03%4,078CommonSOLE
171340102CHDChurch & Dwight$1.6M0.03%15,048CommonSOLE
28176E108EWEdwards Lifesciences$1.6M0.03%16,842CommonSOLE
30040W108ESEversource Energy$1.6M0.03%27,387CommonNONE
26441C204DUKDuke Energy$1.6M0.03%15,484CommonSOLE
911312106UPSUnited Parcel Service Class B$1.5M0.03%11,242CommonSOLE
126650100CVSCVS Health Corp$1.5M0.03%25,840CommonSOLE
927959106VNOMUSDViper Energy Inc$1.5M0.03%40,573CommonSOLE
920253101VMIValmont Industries Inc$1.5M0.03%5,545CommonSOLE
46434G822EWJishares MSCI Japanese Index Fu$1.5M0.03%22,285CommonSOLE
78349D107RXSTRxSight Inc$1.5M0.03%25,270CommonSOLE
464287556IBBiShares Nasdaq Biotechnology I$1.5M0.03%10,792CommonSOLE
502431109LHXL3Harris Technologies Inc$1.5M0.03%6,547CommonSOLE
443510607HUBBHubbell Inc$1.5M0.03%3,970CommonSOLE
775133101ROGRogers Corporation$1.4M0.03%11,915CommonSOLE
021369103ALTREURAltair Engineering$1.4M0.03%14,630CommonSOLE
70450Y103PYPLPayPal Holdings$1.4M0.03%24,337CommonSOLE
78468R796SPYXSPDR S&P Fossil Fuel Reserve E$1.4M0.03%31,362CommonSOLE
464287234EEMiShares MSCI Emerg Mkts ETF$1.4M0.03%32,801CommonSOLE
808524201SCHXSchwab US Large Cap ETF$1.4M0.02%21,578CommonSOLE
693475105PNCPNC Financial$1.4M0.02%8,839CommonSOLE
011532108AGIAlamos Gold Inc - Class A$1.4M0.02%87,167CommonSOLE
78467X109DIADiamonds Trust Ser 1$1.4M0.02%3,455CommonSOLE
03027X100AMTAmer Tower Cl A$1.3M0.02%6,853CommonSOLE
001055102AFLAFLAC$1.3M0.02%14,869CommonSOLE
48251W104KKRKKR & Co Inc$1.3M0.02%12,600CommonSOLE
988498101YUMYum Brands Inc$1.3M0.02%9,998CommonSOLE
33767E202FSVFirstService Corp$1.3M0.02%8,671CommonSOLE
55261F104MTBM&T Bank$1.3M0.02%8,637CommonSOLE
G8994E103TTTrane Technologies$1.3M0.02%3,958CommonSOLE
806857108SLBSchlumberger$1.3M0.02%27,430CommonSOLE
464287598IWDiShares Russell 1000 Value Ind$1.3M0.02%7,409CommonSOLE
46429b598iShares MSCI India ETF$1.3M0.02%22,680CommonSOLE
294429105EFXEquifax$1.3M0.02%5,212CommonSOLE
427866108HSYHershey Co$1.3M0.02%6,867CommonSOLE
09857L108BKNGBooking Holdings Inc$1.2M0.02%310CommonSOLE
464287481IWPiShares Russell Midcap Growth$1.2M0.02%10,972CommonSOLE
704326107PAYXPaychex$1.2M0.02%10,070CommonSOLE
74144T108TROWPrice T Rowe Group Inc$1.2M0.02%10,214CommonSOLE
384802104GWWGrainger W W$1.2M0.02%1,288CommonSOLE
760759100RSGRepublic Services$1.2M0.02%5,951CommonSOLE
02209S103MOAltria Group Inc$1.2M0.02%25,310CommonSOLE
L8681T102SPOTSpotify Technology$1.1M0.02%3,624CommonSOLE
81369Y506XLEEnergy Select Sector SPDR$1.1M0.02%12,066CommonSOLE
61945C103MOSMosaic Company$1.1M0.02%37,886CommonSOLE
88642R109TDWTidewater Inc.$1.1M0.02%11,482CommonSOLE
74276R102PRVAPrivia Health Group$1.1M0.02%62,898CommonSOLE
007903107AMDAdvanced Micro Devices Inc$1.1M0.02%6,729CommonSOLE
628778102NBTBN B T Bankcorp Inc$1.1M0.02%28,213CommonSOLE
67103H107ORLYO'Reilly Automotive$1.1M0.02%1,025CommonSOLE
78467Y107MDYSPDR S&P 400 ETF Trust$1.1M0.02%2,005CommonSOLE
718546104PSXPhillips 66$1.1M0.02%7,486CommonSOLE
56585A102MPCMarathon Petroleum Corporation$1.1M0.02%6,062CommonSOLE
64110L106NFLXNetflix$1.1M0.02%1,556CommonSOLE
679580100ODFLOld Dominion Freight$1.0M0.02%5,879CommonSOLE
464287473IWSiShares Russell Midcap Value I$1.0M0.02%8,454CommonSOLE
030420103AWKAmerican Water Works Company I$998,0190.02%7,727CommonSOLE
49338L103KEYSKeysight Technologies Inc$973,3860.02%7,118CommonSOLE
219350105GLWCorning$973,3470.02%25,054CommonSOLE
81369Y704XLISector SPDR Indl Select of Ben$971,7880.02%7,974CommonSOLE
743315103PGRProgressive$961,4900.02%4,629CommonSOLE
655663102NDSNNordson Corp$959,3040.02%4,136CommonSOLE
617700109MORNMorningstar Inc$893,7630.02%3,021CommonSOLE
92532F100VRTXVertex Pharmaceuticals Inc$888,6930.02%1,896CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$880,5420.02%12,122CommonSOLE
884903808TRI4EURThomson Reuters Corporation$873,0240.02%5,179CommonSOLE
92345Y106VRSKVerisk Analytics Inc$855,8210.02%3,175CommonSOLE
892331307TMToyota Motor$854,1100.02%4,167CommonSOLE
M2029K104BIRKBirkenstock Holding plc$849,1220.02%15,606CommonSOLE
M22465104CHKPCheck Point Software$846,9450.02%5,133CommonSOLE
071813109BAXBaxter International$842,1710.02%25,177CommonSOLE
464287549IGMIshares S&P NA Technology Sect$834,0780.02%8,844CommonSOLE
81369Y407XLYSelect Sector S&P Consumer Ind$831,0140.01%4,556CommonSOLE
754730109RJFRaymond James Financial Inc$830,0410.01%6,715CommonSOLE
571903202MARMarriott International$823,9520.01%3,408CommonSOLE
78464A763SDYSPDR S&P Dividend ETF$822,2190.01%6,465CommonSOLE
745867101PHMPultegroup Inc.$815,2900.01%7,405CommonSOLE
737630103PCHPotlatch Corporation$806,2350.01%20,468CommonNONE
052769106ADSKAutodesk$805,9450.01%3,257CommonSOLE
854502101SWKStanley Black & Decker Inc$791,7900.01%9,911CommonSOLE
70438V106PCTYPaylocity Holding Corp$791,3640.01%6,002CommonSOLE
776696106ROPRoper Industries Inc$787,4330.01%1,397CommonSOLE
231021106CMICummins Inc$784,5430.01%2,833CommonSOLE
127097103CTRACoterra Energy Inc$774,9500.01%29,057CommonSOLE
876030107TPRTapestry Inc$770,2200.01%18,000CommonSOLE
464287168DVYiShares DJ Select Dividend Ind$768,2230.01%6,350CommonSOLE
09073M104TECHBio-Techne Corp$762,2840.01%10,639CommonSOLE
576690101MTRNMaterion Corp$756,9100.01%7,000CommonSOLE
780259305SHELShell Plc ADR$749,1560.01%10,379CommonSOLE
759916109RGENRepligen Corp$748,2920.01%5,936CommonSOLE
525327102LDOSLeidos Holdings Inc$745,0090.01%5,107CommonSOLE
12510Q100CCCCCC Intelligent Solutions Hold$744,8920.01%67,047CommonSOLE
464287804IJRiShares Core S&P 600 Small Cap$732,9680.01%6,872CommonSOLE
058498106BALLBall Corp$730,1430.01%12,165CommonSOLE
36828A101GEVGE Vernova Inc$729,7750.01%4,255CommonSOLE
87807B107TRPTC Energy Corp$728,7030.01%19,227CommonSOLE
921910733ESGVVanguard ESG US Stock ETF$721,2680.01%7,465CommonSOLE
842587107SOSouthern Co$713,2600.01%9,195CommonSOLE
81369Y209XLVSelect Sector S&P Health Care$710,1040.01%4,872CommonSOLE
493267108KEYKeyCorp$707,3740.01%49,780CommonSOLE
444859102HUMHumana$704,3300.01%1,885CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$698,3910.01%6,435CommonSOLE
464287721IYWiShares Dow Jones US Technolog$684,9250.01%4,551CommonSOLE
067901108ABXBarrick Gold Corp$671,7370.01%40,272CommonSOLE
78470E106EFAXMSCI EAFE Fossil Fuel Free ETF$670,5650.01%16,440CommonSOLE
693506107PPGPPG Industries$668,5070.01%5,310CommonSOLE
00162Q452AMLPAlerian MLP$660,6370.01%13,769CommonSOLE
277432100EMNEastman Chemical$647,9740.01%6,614CommonSOLE
464287887IJTiShares S&P SmallCap 600 Growt$641,6080.01%4,996CommonSOLE
85207H104PHYSSprott Physical Gold Trust$634,3030.01%35,122CommonSOLE
053611109AVYAvery Dennison$615,9370.01%2,817CommonSOLE
595017104MCHPMicrochip Technology$614,3310.01%6,714CommonSOLE
806407102HSICHenry Schein$612,5400.01%9,556CommonSOLE
422806109HEIHeico Corp$612,2440.01%2,738CommonSOLE
464287648IWOiShares TR Russell 2000 Growth$609,8570.01%2,323CommonSOLE
45866F104ICEIntercontinentalExchange Group$605,7380.01%4,425CommonSOLE
039483102ADMArcher-Daniels-Midland$603,8950.01%9,990CommonSOLE
744573106PEGPublic Service Enterprise$601,2810.01%8,158CommonSOLE
00206R102TAT & T$594,3400.01%31,101CommonSOLE
11133T103BRBroadridge Financial Solutions$582,7260.01%2,958CommonSOLE
40434L105HPQHP Inc$581,0520.01%16,592CommonSOLE
888787108TOSTToast Inc Cl A$562,8430.01%21,841CommonSOLE
22052L104CTVACorteva Inc$555,1990.01%10,293CommonSOLE
88160R101TSLATesla Inc$553,5690.01%2,797CommonSOLE
464287705IJJiShares S&P MidCap 400 Value I$553,4580.01%4,878CommonSOLE
808513105SCHWThe Charles Schwab Corp$553,3380.01%7,509CommonSOLE
460146103IPInternational Paper$551,8880.01%12,790CommonSOLE
25243Q205DEODiageo Plc ADR$550,2250.01%4,364CommonSOLE
674599105OXYOccidental Petroleum$547,9830.01%8,694CommonSOLE
229899109CFRCullen/Frost Bankers$530,7120.01%5,222CommonSOLE
922908553VNQVanguard REIT Index ETF$529,5610.01%6,322CommonSOLE
808524805SCHFSchwab International Equity ET$524,4330.01%13,650CommonSOLE
997611108Restricted Long Term Investmen$519,8310.01%52,882CommonSOLE
046353108AZNNAstrazeneca PLC Sponsored ADR$515,6700.01%6,612CommonSOLE
084423102WRBWR Berkley Corporation$510,7500.01%6,500CommonSOLE
512807108LRCXEURLAM Research Corp$508,9980.01%478CommonSOLE
46982L108JJacobs Solutions Inc$493,0370.01%3,529CommonSOLE
303250104FICOFair Isaac Corp$491,2580.01%330CommonSOLE
55354G100MSCIMSCI Inc$490,9030.01%1,019CommonSOLE
45168D104IDXXIDEXX Labs$488,6620.01%1,003CommonSOLE
90384S303ULTAUlta Salon Cosmetics and Fragr$486,1960.01%1,260CommonSOLE
670346105NUENucor$485,7800.01%3,073CommonSOLE
92939U106WECWEC Energy Group Inc$474,4480.01%6,047CommonSOLE
278642103EBAYEbay$470,9630.01%8,767CommonSOLE
550351100LUNALuna Innovations Inc.$466,3680.01%145,740CommonSOLE
904767704Unilever Plc Sponsored ADR$463,0160.01%8,420CommonSOLE
260003108DOVDover Corp$458,5230.01%2,541CommonSOLE
615369105MCOMoody's Corp$449,5530.01%1,068CommonSOLE
384109104GGGGraco Inc$435,0890.01%5,488CommonSOLE
922908736VUGVanguard Growth ETF$433,8520.01%1,160CommonSOLE
184496107CLHClean Harbors$430,3630.01%1,903CommonSOLE
83444M101SOLVSolventum Corporation$421,6120.01%7,973CommonSOLE
98389B100XELXCEL Energy$417,3990.01%7,815CommonSOLE
744320102PRUPrudential Financial Inc$417,2620.01%3,561CommonSOLE
464287663IUSViShares Core S&P U.S. Value$416,6790.01%4,728CommonSOLE
969457100WMBWilliams Cos$416,0320.01%9,789CommonSOLE
372460105GPCGenuine Parts$413,0240.01%2,986CommonSOLE
464288802SUSAiShares MSCI USA ESG Select$404,5320.01%3,600CommonSOLE
665859104NTRSNorthern Trust Corp$401,4240.01%4,780CommonSOLE
828806109SPGSimon Property Group$400,4480.01%2,638CommonSOLE
29444U700EQIXEquinix Inc$397,9720.01%526CommonSOLE
922908744VTVVanguard Value ETF$393,3250.01%2,452CommonSOLE
24703L202DELLDell Technologies - C$390,0090.01%2,828CommonSOLE
020002101ALLAllstate$389,4110.01%2,439CommonSOLE
45687V106IRIngersoll Rand Inc$385,7970.01%4,247CommonSOLE
00846U101AAgilent Technologies$378,7790.01%2,922CommonSOLE
81369Y308XLPSector SPDR TR Con Stpls of Be$376,3140.01%4,914CommonSOLE
808524888SCHCSchwab International Small Cap$370,5300.01%10,414CommonSOLE
92047W101VVVValvoline Inc$359,1650.01%8,314CommonSOLE
464287325IXJiShares S&P Global Healthcare$357,1550.01%3,847CommonSOLE
749685103RPMRPM International Inc$357,1230.01%3,317CommonSOLE
16679l109Chewy Inc. Class A$355,4550.01%13,049CommonSOLE
464287515IGViShares North America Tech$354,9860.01%4,085CommonSOLE
13646K108CPCanadian Pacific Kansas City L$354,6310.01%4,504CommonSOLE
464287739IYRiShares US Real Estate ETF$351,7500.01%4,009CommonSOLE
29084Q100EMEEmcorp Group Inc$350,4770.01%960CommonSOLE
03769M106APOApollo Global Management A$342,7570.01%2,903CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$338,8680.01%16,007CommonSOLE
443573100HUBSHubSpot Inc.$336,1800.01%570CommonSOLE
16119P108CHTRCharter Communications$336,0310.01%1,124CommonSOLE
036752103ELVElevance Health Inc$328,9090.01%607CommonSOLE
832696405SJMSmucker$321,0620.01%2,944CommonSOLE
192446102CTSHCognizant Technology Solutions$321,0280.01%4,721CommonSOLE
G4705A100ICLRICON Plc$313,4700.01%1,000CommonSOLE
947890109WBSWebster Financial$307,7450.01%7,060CommonSOLE
03073E105CORCencora Inc$304,2580.01%1,350CommonSOLE
G0450A105ACGLArch Capital Group Ltd$298,9370.01%2,963CommonSOLE
044186104ASHAshland Global Holdings Inc$290,1790.01%3,071CommonSOLE
097023105BABoeing$286,2300.01%1,573CommonSOLE
464287101OEFiShares Tr S&P 100 Index$274,6080.00%1,039CommonSOLE
147528103CASYCaseys General Stores$273,5790.00%717CommonSOLE
893641100TDGTransdigm Group Inc$270,8530.00%212CommonSOLE
852234103XYZBlock Inc$269,1810.00%4,174CommonSOLE
285512109EAElectronic Arts$267,6530.00%1,921CommonSOLE
016255101ALGNAlign Technology Inc$264,8490.00%1,097CommonSOLE
46137V266RPGInvesco S&P 500 Pure Growth$262,3100.00%7,040CommonSOLE
H5919C104ONONOn Holding AG Cl A$261,0460.00%6,728CommonSOLE
G6095L109Aptiv Plc$260,1310.00%3,694CommonSOLE
464287879IJSiShares S&P SmallCap 600 Value$259,9050.00%2,672CommonSOLE
303075105FDSFactset Resh Systems Inc$256,8020.00%629CommonSOLE
81762P102NOWServiceNow Inc$256,4540.00%326CommonSOLE
19239V302CCOICogent Communications Group$254,0930.00%4,502CommonSOLE
883203101TXTTextron$252,0850.00%2,936CommonSOLE
16359R103CHEChemed Corp$249,5870.00%460CommonSOLE
534187109LNCLincoln National$249,1110.00%8,010CommonSOLE
11135E203BNLBroadstone Net Lease Inc$249,0800.00%15,695CommonSOLE
277276101EGPEastGroup Properties Inc REIT$247,4950.00%1,455CommonSOLE
59156R108METMetlife Inc$245,7350.00%3,501CommonSOLE
620076307MSIMotorola Solutions Inc$244,3700.00%633CommonSOLE
562750109MANHManhattan Associates$243,7200.00%988CommonSOLE
487836108KKellanova$240,3530.00%4,167CommonSOLE
773903109ROKRockwell Automation Inc$229,9200.00%835CommonSOLE
922908512VOEVanguard Mid-Cap Value$229,1050.00%1,523CommonSOLE
30215C101EXPGYExperian Plc Spons ADR$227,0440.00%4,868CommonSOLE
46434V621DGROiShares Core Dividend Growth$219,5940.00%3,812CommonSOLE
74340W103PLDPrologis Inc$217,9940.00%1,941CommonSOLE
37733W204GSKGSK Plc$214,6060.00%5,574CommonSOLE
464287606IJKiShares S&P Midcap 400 Growth$212,1690.00%2,408CommonSOLE
958669103WESWestern Midstream Partners LP$212,0790.00%5,338CommonSOLE
74834L100DGXQuest Diagnostics$211,8900.00%1,548CommonSOLE
819047101SHAKShake Shack Inc$211,7700.00%2,353CommonSOLE
29273V100ETEnergy Transfer LP$210,6980.00%12,990CommonSOLE
31620M106FISFidelity Natl Information Svcs$204,3010.00%2,711CommonSOLE
001317205AAGIYAIA Group Ltd Sp ADR$203,8870.00%7,543CommonSOLE
209115104EDConsolidated Edison$202,7710.00%2,268CommonSOLE
025537101AEPAmerican Electric Power$202,4160.00%2,307CommonSOLE
529043101LXPUSDLexington Realty Trust$167,3520.00%18,350CommonSOLE
23283X206CTSOCytoSorbents Corp$7,0300.00%10,000CommonSOLE

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.