MondegarAI
NORTH STAR ASSET MANAGEMENT INC

Q4 2025 · 13F-HR

NORTH STAR ASSET MANAGEMENT INCholdings as filed

Filed 2026-02-09 · accession 0001056559-26-000001

$2.48B
Reported value
352
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · NORTH STAR ASSET MANAGEMENT INC · Q4 2025

AI · grounded in 13F

NORTH STAR ASSET MANAGEMENT INC reduced its position in Sysco Corporation SYY by 44.66%. The fund also trimmed its holdings in Hologic HO1 by 39.58% and Price T Rowe Group by 27.11%. Conversely, the manager increased its stake in Illumina ILMN by 26.27% and Salesforce.com CRM by 20.25%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE$96.3M3.88%354,142CommonSOLE
594918104MSFTMICROSOFT$76.1M3.07%157,329CommonSOLE
808524102SCHBSCHWAB US BROAD MKT ETF$70.2M2.83%2,676,232CommonSOLE
02079k107ALPHABET CL C$67.4M2.72%214,685CommonSOLE
922908769VTIVANGUARD TTL STK MKT ETF$61.7M2.49%184,061CommonSOLE
78464A854SPYMSPDR S&P LARGE CAP 500$58.7M2.37%732,162CommonSOLE
78467j100SS&C TECHNOLOGIES$53.2M2.14%607,989CommonSOLE
023135106AMZNAMAZON.COM$52.0M2.10%225,424CommonSOLE
92826C839VVISA$50.3M2.03%143,309CommonSOLE
808513105SCHWCHARLES SCHWAB$49.0M1.98%489,999CommonSOLE
002824100ABTABBOTT LABS$39.7M1.60%316,783CommonSOLE
11135f101BROADCOM$37.5M1.51%108,357CommonSOLE
031100100AMEAMETEK$36.5M1.47%177,680CommonSOLE
00287y109ABBVIE$36.1M1.46%157,876CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC$35.8M1.44%61,749CommonSOLE
863667101SYKSTRYKER$35.7M1.44%101,686CommonSOLE
n07059210ASML HOLDINGS$35.6M1.44%33,289CommonSOLE
67066G104NVDANVIDIA$35.6M1.44%190,731CommonSOLE
74251v102PRINCIPAL FINL GROUP$34.3M1.38%388,746CommonSOLE
461202103INTUINTUIT$33.6M1.36%50,704CommonSOLE
00724F101ADBEADOBE SYSTEMS$33.1M1.33%94,438CommonSOLE
032095101APHAMPHENOL$32.3M1.30%238,744CommonSOLE
871607107SNPSSYNOPSYS$31.2M1.26%66,455CommonSOLE
032654105ADIANALOG DEVICES$30.0M1.21%110,598CommonSOLE
004498101ACIWACI WORLDWIDE$29.9M1.21%626,110CommonSOLE
922475108VEEVVEEVA SYSTEMS$29.6M1.20%132,808CommonSOLE
69370c100PTC INC$28.0M1.13%160,978CommonSOLE
235851102DHRDANAHER$28.0M1.13%122,246CommonSOLE
808509756SWTSXSCHWAB TOTAL STOCK MKT-SEL$26.3M1.06%1,602,741CommonSOLE
00130H105AESAES CORP$26.2M1.06%1,828,560CommonSOLE
46625H100JPMJP MORGAN CHASE$26.1M1.05%81,102CommonSOLE
294429105EFXEQUIFAX$25.9M1.04%119,181CommonSOLE
fjg456208MENASHA CORP$25.6M1.03%2,181CommonSOLE
57636Q104MAMASTERCARD$25.4M1.02%44,474CommonSOLE
37940x102GLOBAL PAYMENTS$24.2M0.98%312,370CommonSOLE
452327109ILMNILLUMINA$24.1M0.97%183,697CommonSOLE
30040P103EVTCEVERTEC$23.5M0.95%808,974CommonSOLE
02079k305ALPHABET CL A$22.5M0.91%72,023CommonSOLE
008252108AMGAFFILIATED MANAGERS$22.3M0.90%77,228CommonSOLE
278865100ECLECOLAB$21.0M0.85%79,933CommonSOLE
337738108FISVFISERV$20.8M0.84%309,470CommonSOLE
548661107LOWLOWE'S COMPANIES$20.3M0.82%84,253CommonSOLE
773903109ROKROCKWELL AUTOMATION$19.4M0.78%49,907CommonSOLE
007903107AMDADVANCED MICRO DEVICES$19.1M0.77%89,336CommonSOLE
808524805SCHFSCHWAB FTSE DEV EX-US ETF$18.3M0.74%759,862CommonSOLE
254687106DISWALT DISNEY$18.0M0.73%158,418CommonSOLE
587376104MBWMMERCANTILE BANK$18.0M0.73%374,544CommonSOLE
98311a105WYNDHAM HOTELS & RESORTS$17.9M0.72%236,624CommonSOLE
79466L302CRMSALESFORCE.COM$17.0M0.69%64,319CommonSOLE
22160K105COSTCOSTCO WHOLESALE$16.3M0.66%18,870CommonSOLE
776696106ROPROPER TECHNOLOGIES$16.2M0.65%36,317CommonSOLE
743606105PBPROSPERITY BANCSHARES$15.9M0.64%229,378CommonSOLE
78464A847SPMDSPDR S&P MID CAP 400 ETF$15.4M0.62%265,483CommonSOLE
452308109ITWILLINOIS TOOL$15.3M0.62%62,223CommonSOLE
22788c105CROWDSTRIKE HOLDINGS$14.4M0.58%30,672CommonSOLE
759916109RGENREPLIGEN$13.9M0.56%84,903CommonSOLE
749685103RPMRPM$13.8M0.56%132,849CommonSOLE
70450y103PAYPAL HOLDINGS$13.7M0.55%235,067CommonSOLE
31620M106FISFIDELITY NATL INFO$13.6M0.55%203,990CommonSOLE
46120E602ISRGINTUITIVE SURGICAL$13.4M0.54%23,667CommonSOLE
532457108LLYELI LILLY & CO$13.1M0.53%12,173CommonSOLE
808524607SCHASCHWAB US SCAP ETF$12.9M0.52%451,992CommonSOLE
902252105TYLTYLER TECH$12.7M0.51%28,070CommonSOLE
74112d101PRESTIGE CONSUMER HCARE$12.6M0.51%203,877CommonSOLE
808524201SCHXSCHWAB US LARGE EQUITY ETF$12.6M0.51%467,361CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT$12.2M0.49%85,552CommonSOLE
23804l103DATADOG$11.9M0.48%87,351CommonSOLE
74144t108PRICE T ROWE GROUP$11.8M0.47%114,811CommonSOLE
436440101HO1HOLOGIC$11.7M0.47%156,485CommonSOLE
808524706SCHESCHWAB FTSE EMERGING ETF$11.1M0.45%339,263CommonSOLE
808524508SCHMSCHWAB US MID CAP ETF$10.9M0.44%363,057CommonSOLE
009066101ABNBAIRBNB$10.7M0.43%78,564CommonSOLE
30303M102METAMETA PLATFORMS$10.5M0.42%15,868CommonSOLE
494368103KMBKIMBERLY-CLARK$10.3M0.41%101,667CommonSOLE
70432v102PAYCOM SOFTWARE$10.0M0.40%62,867CommonSOLE
058498106BALLBALL$9.9M0.40%186,970CommonSOLE
922908710VFIAXVANGUARD 500 INDEX (ADM)$9.8M0.40%15,587CommonSOLE
718172109PMPHILIP MORRIS INT'L$9.1M0.37%56,827CommonSOLE
922908363VOOVANGUARD S&P 500 LC ETF$8.9M0.36%14,251CommonSOLE
78468r853SPDR S&P SMALL CAP 600 ETF$8.7M0.35%185,575CommonSOLE
91324p102UNITED HEALTHCARE$8.7M0.35%26,250CommonSOLE
713448108PEPPEPSICO$8.3M0.33%57,640CommonSOLE
98980g102ZSCALER$8.2M0.33%36,558CommonSOLE
00971t101AKAMAI TECH$8.1M0.33%92,362CommonSOLE
907818108UNPUNION PACIFIC CORP$7.4M0.30%31,933CommonSOLE
922042858VWOVANGUARD EMERGING MKTS ETF$7.0M0.28%130,137CommonSOLE
78409v104S&P GLOBAL$6.9M0.28%13,150CommonSOLE
922042775VEUVANGUARD FTSE WLD EX US ETF$6.7M0.27%91,491CommonSOLE
81762p102SERVICENOW$6.7M0.27%43,491CommonSOLE
78463X889SPDWSPDR S&P DEVELOPED EX-US ETF$6.3M0.25%141,850CommonSOLE
311900104FASTFASTENAL$6.2M0.25%153,716CommonSOLE
78463v107SPDR GOLD TRUST (COLLECTIBLE)$6.1M0.25%15,472CommonSOLE
28176E108EWEDWARD LIFESCIENCES$5.9M0.24%68,721CommonSOLE
478160104JNJJOHNSON&JOHNSON$5.8M0.23%28,073CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEMS$5.6M0.23%17,999CommonSOLE
871829107SYYSYSCO CORPORATION$5.6M0.22%75,605CommonSOLE
13100M509CALXCALIX$5.2M0.21%98,383CommonSOLE
65406e102NICOLET BANKSHARES INC.$4.7M0.19%38,760CommonSOLE
571903202MARMARRIOTT INT'L$4.6M0.19%14,933CommonSOLE
92538J106VERXVERTEX$4.4M0.18%220,477CommonSOLE
747525103QCOMQUALCOMM$4.3M0.17%25,280CommonSOLE
46434g103iSHARES CORE MSCI EMG MKTS$4.3M0.17%64,193CommonSOLE
097023105BABOEING$4.2M0.17%19,519CommonSOLE
001055102AFLAFLAC$4.2M0.17%38,027CommonSOLE
78462f103SPDR S&P 500 INDEX ETF$4.1M0.17%6,083CommonSOLE
68389X105ORCLORACLE$4.1M0.17%21,213CommonSOLE
92204a702VANGUARD INFO TECH$4.0M0.16%5,320CommonSOLE
31428X106FDXFEDEX$3.9M0.16%13,341CommonSOLE
654106103NKENIKE INC CL B$3.8M0.15%59,698CommonSOLE
808524409SCHVSCHWAB LARGE CAP VALUE ETF$3.7M0.15%125,136CommonSOLE
31846B108FAFIRST ADVANTAGE$3.7M0.15%253,661CommonSOLE
58155Q103MCKMCKESSON$3.7M0.15%4,484CommonSOLE
17275R102CSCOCISCO SYSTEMS$3.7M0.15%47,412CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR$3.6M0.15%81,050CommonSOLE
031162100AMGNAMGEN$3.5M0.14%10,764CommonSOLE
922908728VTSAXVANGUARD TTL STK MKT ADM$3.5M0.14%21,376CommonSOLE
466313103JBLJABIL CIRCUIT$3.3M0.13%14,595CommonSOLE
30231G102XOMEXXON MOBIL CORP$3.2M0.13%26,199CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS$3.1M0.13%6,859CommonSOLE
922908736VUGVANGUARD GROWTH ETF$3.1M0.12%6,256CommonSOLE
92343V104VZVERIZON COMMUNICATIONS$3.1M0.12%74,932CommonSOLE
78463X509SPEMSPDR S&P EMERGING ETF$2.9M0.12%63,015CommonSOLE
00783v104ADYEN ADR$2.9M0.12%183,389CommonSOLE
29875E100AEPFXAMER EUROPACIFIC GRWTH Cl F-2$2.9M0.12%48,076CommonSOLE
892672106TWTRADEWEB MARKETS$2.8M0.11%26,361CommonSOLE
761152107RMDRESMED$2.8M0.11%11,740CommonSOLE
045487105ASBASSOCIATED BANK$2.8M0.11%109,566CommonSOLE
166764100CVXCHEVRON CORP$2.8M0.11%18,490CommonSOLE
369604301GEGE AEROSPACE$2.8M0.11%8,936CommonSOLE
05352a100AVANTOR$2.7M0.11%238,168CommonSOLE
921908844VIGVANGUARD DVD$2.7M0.11%12,240CommonSOLE
22160N109CSGPCOSTAR GROUP$2.6M0.10%38,502CommonSOLE
38141g104GOLDMAN SACHS GROUP INC$2.5M0.10%2,883CommonSOLE
30161q104EXELIXIS$2.5M0.10%57,550CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY CL B$2.5M0.10%4,949CommonSOLE
409735206BTOJ.HANCOCK FINL OPP FUND$2.4M0.10%68,080CommonSOLE
g0250x149AMCOR$2.4M0.10%283,156CommonSOLE
92204A306VDEVANGUARD ENERGY ETF$2.4M0.09%18,692CommonSOLE
437076102HDHOME DEPOT$2.3M0.09%6,748CommonSOLE
742718109PGPROCTER & GAMBLE$2.3M0.09%15,942CommonSOLE
464287200IVVISHARES S&P 500$2.3M0.09%3,303CommonSOLE
191216100KOCOCA COLA$2.2M0.09%31,211CommonSOLE
921943858VEAVANGUARD FTSE DEV MKT$2.2M0.09%34,922CommonSOLE
901165100TBGVXTWEEDY BRN GLOBAL VALUE$2.1M0.09%75,992CommonSOLE
922908744VTVVANGUARD VALUE ETF$2.1M0.09%11,125CommonSOLE
02209s103ALTRIA GROUP$2.1M0.08%36,223CommonSOLE
670100205NVONOVO NORDISK$2.1M0.08%41,046CommonSOLE
580135101MCDMCDONALDS$2.1M0.08%6,786CommonSOLE
384802104GWWGRAINGER WW$2.0M0.08%2,005CommonSOLE
69608a108PALANTIR TECH$2.0M0.08%11,063CommonSOLE
171340102CHDCHURCH & DWIGHT$1.9M0.08%22,872CommonSOLE
00548f105ADAMS NATURAL RESOURCES$1.9M0.08%87,418CommonSOLE
941848103WATWATERS CORP$1.9M0.07%4,890CommonSOLE
464287507IJHISHARES S&P 400 MIDCAP ETF$1.8M0.07%27,789CommonSOLE
459200101IBMIBM$1.8M0.07%6,134CommonSOLE
931142103WMTWAL-MART$1.7M0.07%14,942CommonSOLE
921946406VYMVANGUARD HIGH DIVIDEND YIELD$1.6M0.06%11,100CommonSOLE
12572q105CME GROUP$1.5M0.06%5,569CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY A$1.5M0.06%2CommonSOLE
88160r101TESLA MOTORS$1.5M0.06%3,321CommonSOLE
609207105MDLZMONDELEZ INTL INC$1.5M0.06%27,536CommonSOLE
45337c102INCYTE CORP$1.4M0.06%14,398CommonSOLE
36828A101GEVGE VERNOVA$1.4M0.06%2,167CommonSOLE
46266c105IQVIA HOLDINGS$1.4M0.06%6,240CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSNG$1.4M0.06%5,458CommonSOLE
291011104EMREMERSON ELECTRIC$1.4M0.06%10,355CommonSOLE
149123101CATCATERPILLER$1.4M0.06%2,398CommonSOLE
771195104RHHBYROCHE HLDG LTD ADR$1.4M0.05%26,305CommonSOLE
88579Y101MMM3M COMPANY$1.4M0.05%8,463CommonSOLE
921935201VWENXVAN WELLINGTON ADM #571$1.3M0.05%17,390CommonSOLE
462222100IONSIONIS PHARMACEUTICALS$1.3M0.05%16,610CommonSOLE
458140100INTCINTEL$1.3M0.05%35,484CommonSOLE
949746101WMT2WELLS FARGO & CO$1.3M0.05%13,764CommonSOLE
779552405PRUIXT ROWE PRICE EQ INDEX 500$1.3M0.05%7,187CommonSOLE
75513e101RTX CORP$1.3M0.05%6,881CommonSOLE
192446102CTSHCOGNIZANT CL A$1.3M0.05%15,178CommonSOLE
697435105PANWPALO ALTO NETWORKS$1.2M0.05%6,782CommonSOLE
464287150ITOTISHARES CORE S&P TOTAL US$1.2M0.05%8,365CommonSOLE
988498101YUMYUM BRANDS$1.2M0.05%8,201CommonSOLE
46654Q732JTEKJPMORGAN US TECH ETF$1.2M0.05%13,312CommonSOLE
922908686VSMAXVANGUARD SMALL CAP INDEX$1.2M0.05%9,515CommonSOLE
58933y105MERCK$1.1M0.05%10,912CommonSOLE
14040H105COFCAP ONE FINANCIAL$1.1M0.04%4,594CommonSOLE
808509855SWPPXSCHWAB LARGE-CAP INDEX MF$1.1M0.04%63,426CommonSOLE
717081103PFEPFIZER$1.1M0.04%43,562CommonSOLE
921909768VXUSVANGUARD TOTAL INTL STOCK$1.1M0.04%14,218CommonSOLE
63938c108NAVIENT CORP$1.1M0.04%82,241CommonSOLE
655844108NSCNORFOLK SOUTHERN$1.1M0.04%3,679CommonSOLE
063671101BMOBANK OF MONTREAL$1.1M0.04%8,099CommonSOLE
882508104TXNTEXAS INSTR$1.0M0.04%6,051CommonSOLE
922908645VIMAXVANGUARD MID CAP ADM$1.0M0.04%2,902CommonSOLE
688239201OSKOSHKOSH TRUCK$1.0M0.04%8,013CommonSOLE
443510607HUBBHUBBELL$946,3980.04%2,131CommonSOLE
922908660VIGAXVANGUARD GROWTH INDEX (ADM)$928,1790.04%3,696CommonSOLE
66987V109NVSNOVARTIS$857,6890.03%6,221CommonSOLE
20030n101COMCAST CORP CL A$853,5090.03%28,555CommonSOLE
902973304USBUS BANCORP DEL$845,2760.03%15,841CommonSOLE
194162103CLCOLGATE-PALMOLIVE$831,4480.03%10,522CommonSOLE
921943866VTCLXVANGUARD TAX-MGD CAP APPREC$799,6300.03%2,274CommonSOLE
025072877AVUVAVANTIS US SMALL CAP ETF$797,2800.03%7,818CommonSOLE
92343E102VRSNVERISIGN INC$785,2140.03%3,232CommonSOLE
641069406NSRGYNESTLE S.A.$769,4960.03%7,790CommonSOLE
78464a698SPDR S&P REGIONAL BANK ETF$765,4060.03%11,810CommonSOLE
808516702TOTAL MARKETS EQUITY POOL$763,4470.03%11,762CommonSOLE
808524797SCHDSCHWAB US DVD EQUITY ETF$760,0990.03%27,710CommonSOLE
92338C103VLTOVERALTO CORP$758,4280.03%7,601CommonSOLE
315911750FXAIXFIDELITY 500 INDEX$755,6910.03%3,179CommonSOLE
G54950103LINLINDE PUBLIC LTD$739,7870.03%1,735CommonSOLE
47103A625JACTXJANUS HENDERSON FORTY FUND CLA$726,5420.03%13,430CommonSOLE
78467y107S&P MIDCAP 400$694,3750.03%1,151CommonSOLE
91347p105UNIVERSAL DISPLAY CORP$693,0890.03%5,935CommonSOLE
77954q403T ROWE PR BLUE CHIP GROW-I$687,7690.03%3,245CommonSOLE
260003108DOVDOVER$684,3160.03%3,505CommonSOLE
92939u106WEC ENERGY GROUP I$669,5680.03%6,349CommonSOLE
09290D101BLKBLACKROCK$662,5400.03%619CommonSOLE
060505104BACBANK OF AMERICA$637,0270.03%11,582CommonSOLE
46137V142PHOINVESCO WATER RESOURCES$630,1650.03%8,950CommonSOLE
G1151C101ACNACCENTURE PLC$610,1140.02%2,274CommonSOLE
45168d104IDEXX LABS$603,4650.02%892CommonSOLE
257651109DCIDONALDSON$583,6490.02%6,583CommonSOLE
78464a797SPDR S&P BANK ETF$583,5340.02%9,615CommonSOLE
911312106UPSUNITED PARCEL$580,6580.02%5,854CommonSOLE
75886f107REGENERON PHARMACEUTIC$568,8680.02%737CommonSOLE
806407102HSICHENRY SCHEIN$565,7160.02%7,485CommonSOLE
172967424CCITIGROUP$565,4800.02%4,846CommonSOLE
808524300SCHGSCHWAB US LARGE CAP GWTH ETF$565,1590.02%17,326CommonSOLE
104674106BRCBRADY CORP$564,2640.02%7,200CommonSOLE
571748102MRSHMARSH & MCLENNAN$562,1260.02%3,030CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE$560,9140.02%6,270CommonSOLE
009158106APDAIR PRODUCTS & CHEM$557,5240.02%2,257CommonSOLE
24703l202DELL$544,4310.02%4,325CommonSOLE
G29183103ETNEATON CORP$540,1930.02%1,696CommonSOLE
922040100VINIXVANGUARD INST INDEX$539,4110.02%977CommonSOLE
153501101SPROTT PHYSICAL GOLD SILVER$526,7000.02%11,500CommonSOLE
00206r102AT&T INC$523,9500.02%21,093CommonSOLE
464287465EFAMSCI-EAFE INDEX$516,0650.02%5,374CommonSOLE
345370860FFORD$515,7100.02%39,307CommonSOLE
65339F101NEENEXTERA ENERGY$513,3750.02%6,395CommonSOLE
544004104LBNDXLORD ABBETT BOND DEB$504,8100.02%69,342CommonSOLE
81369Y803XLKAMEX TECHNOLOGY SPDR$495,8330.02%3,444CommonSOLE
55277p104MGE ENERGY$492,8190.02%6,284CommonSOLE
067021105BAOBBARABOO BANCORP$491,7820.02%83,779CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB CO$489,7400.02%9,080CommonSOLE
046353108AZNNASTRA ZENECA$488,5160.02%5,314CommonSOLE
316092840FDVVFIDELITY HIGH DIVIDEND$481,9780.02%8,502CommonSOLE
88025u10910X GENOMICS$475,2730.02%29,140CommonSOLE
090043100BILLBILL HOLDINGS$463,0450.02%8,490CommonSOLE
922908629VOVANGARD MID CAP INDEX ETF$459,9990.02%1,585CommonSOLE
922908611VBRVANGUARD SMALL CAP VALUE$453,8660.02%2,143CommonSOLE
20825C104COPCONOCOPHILLIPS$451,1830.02%4,820CommonSOLE
02043q107ALNYLAM PHARMACEUTICALS$439,4030.02%1,105CommonSOLE
874039100TSMTAIWAN SEMIC ADR$436,6900.02%1,437CommonSOLE
922908538VOTVANGUARD MID CAP GROWTH$430,9920.02%1,544CommonSOLE
962166104WYWEYERHAEUSER$425,5670.02%17,964CommonSOLE
74736k101QORVO INC$423,6490.02%5,013CommonSOLE
29414b104EPAM SYSTEMS$420,0040.02%2,050CommonSOLE
46090e103INVESCO QQQ TRUST SERIES 1$402,3730.02%655CommonSOLE
461308108AIVSXINVSTMNT CO OF AMER CL-A$401,1010.02%6,401CommonSOLE
37733W204GSKGLAXO SMITHKLINE ADR$398,5970.02%8,128CommonSOLE
88162G103TTEKTETRA TECH NEW$385,7100.02%11,500CommonSOLE
464287168DVYISHARES DJ SELECT DIVIDEND B/E$382,4890.02%2,710CommonSOLE
617446448MSMORGAN STANLEY$370,5050.01%2,087CommonSOLE
552848103MTGMGIC INVESTMENTS$363,9060.01%12,454CommonSOLE
922908694VEXAXVANGUARD EXTENDED MARKET INDEX$362,9370.01%2,288CommonSOLE
360802102ANCFXFUNDAMENTAL INVESTORS$362,2040.01%3,940CommonSOLE
172908105CTASCINTAS CORP$361,0940.01%1,920CommonSOLE
399874775GAFFXAMERICAN FUNDS GROWTH FD F3$360,4310.01%4,479CommonSOLE
29250n105ENBRIDGE INC F$358,0080.01%7,485CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$356,3950.01%753CommonSOLE
316200104FDGRXFIDELITY GROWTH FD$352,5920.01%7,373CommonSOLE
025816109AXPAMERICAN EXPRESS$350,7130.01%948CommonSOLE
21037T109CEGCONSTELLATION ENERGY$345,8510.01%979CommonSOLE
36381Y108MPIEXMONDRIAN INT'L VALUE$341,1530.01%19,686CommonSOLE
808509830SWISXSCHWAB DEV-MKTS INDEX MF$338,8450.01%11,798CommonSOLE
855244109SBUXSTARBUCKS CORP$337,4830.01%4,008CommonSOLE
370334104GISGEN MILLS INC$331,0330.01%7,119CommonSOLE
46435g326ISHARES CORE INTL DEV MKTS$330,5800.01%4,008CommonSOLE
34959j108FORTIVE CORP$325,1870.01%5,890CommonSOLE
921943304VTMFXVANGUARD TAX-MANAGED BAL$307,7430.01%6,252CommonSOLE
g5960l103MEDTRONIC PLC$307,2960.01%3,199CommonSOLE
904767704UNILEVER PLC SPN A$305,2220.01%4,667CommonSOLE
316071109FCNTXFIDELITY CONTRAFUND$304,6850.01%12,538CommonSOLE
05605H100BWXTBWX TECHNOLOGIES$301,2510.01%1,743CommonSOLE
464287804IJRISHARES S&P SMALLCAP 600 INDEX$300,9310.01%2,504CommonSOLE
244199105DEDEERE & CO$300,3140.01%646CommonSOLE
464287846IYYISHARES DOW JONES$298,4580.01%1,800CommonSOLE
666807102NOCNORTHROP GRUMMAN$297,0790.01%521CommonSOLE
718546104PSXPHILLIPS 66$294,5980.01%2,283CommonSOLE
354613101BENFRANKLIN RESOURCES$291,9280.01%12,220CommonSOLE
26441c204DUKE POWER$289,4240.01%2,469CommonSOLE
98956P102ZBHZIMMER BIOMET HLDGS$289,0930.01%3,215CommonSOLE
512807306LRCXLAM RESEARCH$288,7810.01%1,687CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$284,2820.01%1,124CommonSOLE
46435g425ISHARES MSCI USA ESG$276,9540.01%1,859CommonSOLE
90353W103UIUBIQUITI INC.$276,6750.01%500CommonSOLE
399874106AGTHXGROWTH FD OF AMER CL -A$273,0470.01%3,394CommonSOLE
500754106KHCKRAFT HEINZ FOODS$269,9950.01%11,134CommonSOLE
375558103GILDGILEAD SCIENCES$265,9720.01%2,167CommonSOLE
464288877EFVISHARES MSCI EAFE VALUE$263,8600.01%3,695CommonSOLE
922908553VNQVANGUARD REIT$262,8150.01%2,970CommonSOLE
411511306HAINXHARBOR INTL FD$259,6030.01%4,732CommonSOLE
780259305SHELSHELL PLC ADR$257,9150.01%3,510CommonSOLE
842587107SOSOUTHERN CO$257,8500.01%2,957CommonSOLE
26701L100BROSDUTCH BROS INC - CLASS A$257,1240.01%4,200CommonSOLE
61745C105IIFMS INDIA INVESTMENT (CL END)$256,9690.01%10,287CommonSOLE
56585a102MARATHON PETROLEUM CORP$253,3780.01%1,558CommonSOLE
816851109SRESEMPRA ENERGY$247,4450.01%2,803CommonSOLE
746802800POGAXPUTNAM GROWTH OPPTY CL A$247,3060.01%3,292CommonSOLE
88339j105TRADE DESK$246,1710.01%6,485CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH$243,6350.01%548CommonSOLE
025537101AEPAMERICAN ELECTRIC POWER$237,6560.01%2,061CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS$237,2910.01%4,525CommonSOLE
94106l109WASTE MANAGEMENT$236,1880.01%1,075CommonSOLE
06211j100BANK FIRST NATIONAL CORP$235,3560.01%1,932CommonSOLE
36266G107GEHCGE HEALTHCARE TECH$231,7070.01%2,825CommonSOLE
05350v106AVANOS MEDICAL INC$230,8100.01%20,553CommonSOLE
888787108TOSTTOAST$223,7130.01%6,300CommonSOLE
78464a409SPDR PORTFOLIO 500 GROWTH ETF$222,6830.01%2,087CommonSOLE
022865208AMAGXAMANA GROWTH FUND$220,8000.01%2,360CommonSOLE
98389B100XELXCEL ENERGY$220,7490.01%2,989CommonSOLE
018802108LNTALLIANT ENERGY$214,1140.01%3,294CommonSOLE
313148306AGMFEDERAL AGRICULTURAL MORT$214,0200.01%1,219CommonSOLE
90138f102TWILIO INC A$213,3600.01%1,500CommonSOLE
741479109PRGFXT ROWE PRICE GROWTH STK$212,8560.01%1,979CommonSOLE
126650100CVSCVS$211,2560.01%2,662CommonSOLE
256206103DODFXDODGE & COX INT'L$210,5590.01%12,792CommonSOLE
921910501VWILXVANGUARD INTL GROWTH-ADM$208,3560.01%1,828CommonSOLE
020002101ALLALLSTATE CORP$207,3170.01%996CommonSOLE
22822V101CCICROWN CASTLE INTL CORP$207,0670.01%2,330CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM TRUST$205,8050.01%8,445CommonSOLE
780910105RVTROYCE VALUE TRUST(CL END)$202,4900.01%12,577CommonSOLE
G87052109TELTE CONNECTIVITY PLC$202,2560.01%889CommonSOLE
729132100PLXSPLEXUS CORP$201,6840.01%1,372CommonSOLE
412295107HLMIXHARDING LOEVNER INTL EQUITY$201,6010.01%7,423CommonSOLE
922908512VOEVANGUARD MID CAP VALUE$200,2510.01%1,129CommonSOLE
68373M107OPRAOPERA LTD-ADR$174,1680.01%12,300CommonSOLE
936793207WMCVXWASATCH SMALL CAP VALUE FD$154,3230.01%17,224CommonSOLE
057071631BTMIXBAIRD SHORT-TERM MUNI BOND$107,7600.00%10,659CommonSOLE
936793504WAMVXWASATCH MICRO CAP VALUE FD$84,1320.00%20,470CommonSOLE
353496300FKINXFRANKLIN INCOME$69,0300.00%27,612CommonSOLE
12558q103CIM REAL ESTATE FINANCE TRUST$62,7640.00%12,024CommonSOLE
02319V103ABEVAMBEV SA-ADR$32,6410.00%13,215CommonSOLE
P3515D163FBASFTRUST FIBRA UNO$28,7660.00%19,143CommonSOLE
00507W206ATNMACTINIUM PHARMACEUTICALS$27,2000.00%20,000CommonSOLE
G1674K101BDWBFBUDWEISER BREWING$22,0410.00%22,600CommonSOLE
910900208UNRGUNITED ENERGY$6600.00%30,000CommonSOLE
Q48619102IPDQFIMPEDIMED LTD$4540.00%20,000CommonSOLE
75990a200REMSLEEP$3400.00%200,000CommonSOLE
Y8318F125SWIBER HOLDINGS LTD$017,000CommonSOLE
58468u106MEDICINE MAN TECHNOLOGIES$0281,724CommonSOLE
202215044EQUATORIALE HOLDINGS PTE$017,000CommonSOLE
57388q104MARYJANE GROUP$02,649,998CommonSOLE

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.