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COUNTRY CLUB BANK

Q2 2025 · 13F-HR

COUNTRY CLUB BANKholdings as filed

Filed 2025-07-23 · accession 0001085146-25-004045

$1.59B
Reported value
321
Positions
2025-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908769VTIVANGUARD INDEX FDS$77.7M4.88%256,039CommonSOLE
921909768VXUSVANGUARD STAR FDS$75.9M4.77%1,101,377CommonSOLE
464287200IVVISHARES TR$68.2M4.29%110,380CommonSOLE
594918104MSFTMICROSOFT CORP$45.5M2.86%91,845CommonSOLE
464287465EFAISHARES TR$39.6M2.49%443,071CommonSOLE
931142103WMTWALMART INC$36.3M2.28%373,214CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$31.5M1.98%64,787CommonSOLE
037833100AAPLAPPLE INC$28.5M1.79%141,878CommonSOLE
023135106AMZNAMAZON COM INC$28.3M1.78%126,756CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$27.0M1.70%249,240CommonSOLE
464287614IWFISHARES TR$25.9M1.63%61,365CommonSOLE
02079K107GOOGALPHABET INC$25.3M1.59%141,910CommonSOLE
464288885EFGISHARES TR$24.3M1.53%217,136CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$22.9M1.44%390,132CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$20.1M1.26%32,646CommonSOLE
172967424CCITIGROUP INC$19.0M1.19%225,101CommonSOLE
464288612GVIISHARES TR$18.8M1.19%176,740CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$17.2M1.08%59,781CommonSOLE
11135F101AVGOBROADCOM INC$16.9M1.06%62,757CommonSOLE
482480100KLACKLA CORP$16.6M1.04%18,644CommonSOLE
478160104JNJJOHNSON & JOHNSON$16.4M1.03%107,683CommonSOLE
30231G102XOMEXXON MOBIL CORP$16.1M1.01%147,349CommonSOLE
67066G104NVDANVIDIA CORPORATION$15.8M1.00%100,364CommonSOLE
166764100CVXCHEVRON CORP NEW$14.6M0.92%101,750CommonSOLE
464287101OEFISHARES TR$14.2M0.89%46,820CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$13.3M0.83%65,089CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$13.1M0.83%195,591CommonSOLE
65339F101NEENEXTERA ENERGY INC$13.1M0.82%184,989CommonSOLE
75513E101RTXRTX CORPORATION$13.0M0.82%90,115CommonSOLE
464287598IWDISHARES TR$12.9M0.81%66,727CommonSOLE
254687106DISDISNEY WALT CO$12.8M0.80%104,557CommonSOLE
780259305SHELSHELL PLC$12.1M0.76%170,793CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12.0M0.75%66,015CommonSOLE
17275R102CSCOCISCO SYS INC$11.7M0.74%170,769CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.5M0.72%126,266CommonSOLE
464288158SUBISHARES TR$10.9M0.68%102,223CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$10.7M0.67%18,911CommonSOLE
464287507IJHISHARES TR$10.4M0.66%168,138CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$10.0M0.63%117,310CommonSOLE
46432F842IEFAISHARES TR$9.7M0.61%116,675CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$9.5M0.60%9,675CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$9.5M0.60%105,752CommonSOLE
291011104EMREMERSON ELEC CO$9.4M0.59%70,736CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$9.3M0.59%164,576CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.3M0.58%58,127CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$9.0M0.57%22,106CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$8.9M0.56%67,374CommonSOLE
03463K752UYLDANGEL OAK FUNDS TRUST$8.8M0.55%171,142CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$8.5M0.53%167,207CommonSOLE
69344A834PAAAPGIM ETF TR$8.2M0.51%158,582CommonSOLE
G29183103ETNEATON CORP PLC$7.9M0.50%22,315CommonSOLE
744320102PRUPRUDENTIAL FINL INC$7.8M0.49%72,518CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.5M0.47%87,729CommonSOLE
031162100AMGNAMGEN INC$7.4M0.47%26,786CommonSOLE
42226K105HRHEALTHCARE RLTY TR$7.3M0.46%464,743CommonSOLE
31428X106FDXFEDEX CORP$7.3M0.46%31,770CommonSOLE
66987V109NVSNOVARTIS AG$7.2M0.45%60,099CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$7.2M0.45%70,688CommonSOLE
68389X105ORCLORACLE CORP$6.9M0.44%32,955CommonSOLE
58933Y105MRKMERCK & CO INC$6.9M0.44%87,562CommonSOLE
149123101CATCATERPILLAR INC$6.6M0.41%17,130CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$6.6M0.41%9CommonSOLE
314211103FHIFEDERATED HERMES INC$6.5M0.41%146,531CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$6.4M0.41%82,281CommonSOLE
780087102RYROYAL BK CDA$6.4M0.40%49,075CommonSOLE
37954Y889CATHGLOBAL X FDS$6.3M0.40%84,755CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$6.3M0.39%78,997CommonSOLE
756109104OREALTY INCOME CORP$6.2M0.39%108,778CommonSOLE
464287440IEFISHARES TR$6.2M0.39%64,603CommonSOLE
30303M102METAMETA PLATFORMS INC$6.0M0.38%8,201CommonSOLE
22822V101CCICROWN CASTLE INC$5.9M0.37%58,927CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.7M0.36%18,567CommonSOLE
437076102HDHOME DEPOT INC$5.7M0.36%15,459CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$5.7M0.36%502,878CommonSOLE
125523100CITHE CIGNA GROUP$5.7M0.36%17,329CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$5.5M0.35%78,864CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5.5M0.35%38,434CommonSOLE
16679L109CHWYCHEWY INC$5.4M0.34%126,892CommonSOLE
464287804IJRISHARES TR$5.4M0.34%49,169CommonSOLE
46434G103IEMGISHARES INC$5.4M0.34%89,551CommonSOLE
87612E106TGTTARGET CORP$5.2M0.33%52,465CommonSOLE
49177J102KVUEKENVUE INC$5.2M0.32%247,126CommonSOLE
464287457SHYISHARES TR$5.1M0.32%62,031CommonSOLE
92826C839VVISA INC$5.1M0.32%14,621CommonSOLE
464287234EEMISHARES TR$5.0M0.31%104,068CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$5.0M0.31%64,363CommonSOLE
464287697IDUISHARES TR$4.8M0.30%46,548CommonSOLE
46436E866ISHARES TR$4.8M0.30%207,251CommonSOLE
64110L106NFLXNETFLIX INC$4.8M0.30%3,625CommonSOLE
89832Q109TFCTRUIST FINL CORP$4.8M0.30%112,340CommonSOLE
02079K305GOOGLALPHABET INC$4.8M0.30%26,733CommonSOLE
464287655IWMISHARES TR$4.8M0.30%22,121CommonSOLE
464287499IWRISHARES TR$4.7M0.29%50,909CommonSOLE
78464A698KRESPDR SERIES TRUST$4.5M0.28%75,377CommonSOLE
922908629VOVANGUARD INDEX FDS$4.4M0.28%15,906CommonSOLE
464287721IYWISHARES TR$4.4M0.28%25,602CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$4.4M0.28%48,055CommonSOLE
372460105GPCGENUINE PARTS CO$4.4M0.27%36,159CommonSOLE
46138J460BSCUINVESCO EXCH TRD SLF IDX FD$4.2M0.26%249,717CommonSOLE
46138J791BSCQINVESCO EXCH TRD SLF IDX FD$4.2M0.26%214,269CommonSOLE
91879Q109MTNVAIL RESORTS INC$4.1M0.26%26,034CommonSOLE
922908637VVVANGUARD INDEX FDS$4.1M0.26%14,326CommonSOLE
922908553VNQVANGUARD INDEX FDS$4.1M0.26%45,924CommonSOLE
071813109BAXBAXTER INTL INC$4.1M0.26%133,679CommonSOLE
464287689IWVISHARES TR$4.1M0.25%11,608CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$4.0M0.25%172,318CommonSOLE
46982L108JJACOBS SOLUTIONS INC$4.0M0.25%30,529CommonSOLE
464287481IWPISHARES TR$3.9M0.25%28,421CommonSOLE
921946794VYMIVANGUARD WHITEHALL FDS$3.8M0.24%48,215CommonSOLE
78709Y105SAIASAIA INC$3.8M0.24%13,532CommonSOLE
890930308TPYPTORTOISE CAPITAL SERIES TRUS$3.7M0.23%103,482CommonSOLE
260557103DOWDOW INC$3.6M0.23%134,830CommonSOLE
907818108UNPUNION PAC CORP$3.6M0.23%15,614CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$3.6M0.23%6,556CommonSOLE
78464A102XNTKSPDR SERIES TRUST$3.6M0.23%15,331CommonSOLE
88160R101TSLATESLA INC$3.4M0.21%10,540CommonSOLE
03743Q108APAAPA CORPORATION$3.3M0.21%179,798CommonSOLE
651639106NEMNEWMONT CORP$3.3M0.21%58,324CommonSOLE
191216100KOCOCA COLA CO$3.3M0.21%46,965CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$3.3M0.21%101,961CommonSOLE
060505104BACBANK AMERICA CORP$3.2M0.20%68,737CommonSOLE
13321L108CCJCAMECO CORP$3.2M0.20%43,531CommonSOLE
09290D101BLKBLACKROCK INC$3.1M0.20%2,965CommonSOLE
002824100ABTABBOTT LABS$3.0M0.19%22,617CommonSOLE
46436E858IBTGISHARES TR$3.0M0.19%130,793CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$3.0M0.19%63,810CommonSOLE
133131102CPTCAMDEN PPTY TR$3.0M0.19%26,002CommonSOLE
580135101MCDMCDONALDS CORP$2.9M0.18%9,910CommonSOLE
713448108PEPPEPSICO INC$2.9M0.18%22,013CommonSOLE
60741F104MBLYMOBILEYE GLOBAL INC$2.6M0.17%143,615CommonSOLE
532457108LLYELI LILLY & CO$2.5M0.16%3,280CommonSOLE
381430438GSEWGOLDMAN SACHS ETF TR$2.5M0.16%31,077CommonSOLE
654106103NKENIKE INC$2.5M0.16%34,863CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.4M0.15%109,118CommonSOLE
863667101SYKSTRYKER CORPORATION$2.4M0.15%6,103CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.4M0.15%27,472CommonSOLE
28414H103ELANELANCO ANIMAL HEALTH INC$2.4M0.15%165,756CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.3M0.15%4,078CommonSOLE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$2.3M0.14%35,173CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$2.3M0.14%36,577CommonSOLE
464287630IWNISHARES TR$2.2M0.14%14,031CommonSOLE
90384S303ULTAULTA BEAUTY INC$2.2M0.14%4,709CommonSOLE
G54950103LINLINDE PLC$2.1M0.13%4,626CommonSOLE
717081103PFEPFIZER INC$2.1M0.13%87,631CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$2.1M0.13%43,191CommonSOLE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$2.1M0.13%42,033CommonSOLE
N07059210ASMLASML HOLDING N V$2.1M0.13%2,589CommonSOLE
855244109SBUXSTARBUCKS CORP$2.1M0.13%22,342CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.0M0.13%6,667CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.0M0.13%4,384CommonSOLE
46436E593IBTKISHARES TR$2.0M0.13%101,284CommonSOLE
G6683N103NUNU HLDGS LTD$2.0M0.12%149,476CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.9M0.12%4,444CommonSOLE
46436E460IBTLISHARES TR$1.9M0.12%95,179CommonSOLE
74340W103PLDPROLOGIS INC.$1.9M0.12%18,055CommonSOLE
550021109LULULULULEMON ATHLETICA INC$1.9M0.12%8,062CommonSOLE
00287Y109ABBVABBVIE INC$1.9M0.12%10,280CommonSOLE
670100205NVONOVO-NORDISK A S$1.8M0.12%26,966CommonSOLE
20825C104COPCONOCOPHILLIPS$1.8M0.12%20,441CommonSOLE
46090E103QQQINVESCO QQQ TR$1.8M0.11%3,290CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.8M0.11%7,167CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$1.8M0.11%44,514CommonSOLE
46436E296IBTMISHARES TR$1.8M0.11%76,292CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.7M0.11%21,681CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.7M0.11%33,139CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.11%8,274CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.7M0.11%9,401CommonSOLE
464289420IWXISHARES TR$1.7M0.11%19,996CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.7M0.11%3,843CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$1.7M0.10%7,844CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$1.6M0.10%20,457CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.6M0.10%5,392CommonSOLE
921946810VIGIVANGUARD WHITEHALL FDS$1.6M0.10%17,553CommonSOLE
464286400EWZISHARES INC$1.5M0.10%54,755CommonSOLE
464287879IJSISHARES TR$1.5M0.10%15,376CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$1.5M0.10%9,140CommonSOLE
464288240ACWXISHARES TR$1.5M0.10%24,945CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$1.5M0.09%6,887CommonSOLE
09260D107BXBLACKSTONE INC$1.5M0.09%9,951CommonSOLE
97717X669DGRWWISDOMTREE TR$1.5M0.09%17,957CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$1.4M0.09%2,693CommonSOLE
00724F101ADBEADOBE INC$1.4M0.09%3,707CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$1.4M0.09%7,692CommonSOLE
464285204IAUISHARES GOLD TR$1.3M0.08%21,763CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$1.3M0.08%32,507CommonSOLE
922908595VBKVANGUARD INDEX FDS$1.3M0.08%4,815CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.3M0.08%42,790CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.3M0.08%4,533CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.08%4,713CommonSOLE
842587107SOSOUTHERN CO$1.3M0.08%14,110CommonSOLE
464287473IWSISHARES TR$1.3M0.08%9,658CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.3M0.08%14,890CommonSOLE
244199105DEDEERE & CO$1.2M0.08%2,435CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.2M0.07%4,658CommonSOLE
464288877EFVISHARES TR$1.2M0.07%18,258CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.1M0.07%13,932CommonSOLE
464287408IVEISHARES TR$1.1M0.07%5,802CommonSOLE
438516106HONHONEYWELL INTL INC$1.1M0.07%4,927CommonSOLE
126408103CSXCSX CORP$1.1M0.07%34,255CommonSOLE
747525103QCOMQUALCOMM INC$1.1M0.07%6,960CommonSOLE
464287606IJKISHARES TR$1.1M0.07%11,922CommonSOLE
92189F106GDXVANECK ETF TRUST$1.1M0.07%21,234CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.1M0.07%6,002CommonSOLE
46434V878ICSHISHARES TR$1.0M0.06%20,367CommonSOLE
78468R739SHMSPDR SERIES TRUST$1.0M0.06%21,077CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.0M0.06%3,450CommonSOLE
427866108HSYHERSHEY CO$1.0M0.06%6,002CommonSOLE
94106L109WMWASTE MGMT INC DEL$999,0940.06%4,377CommonSOLE
464288661IEIISHARES TR$995,9620.06%8,380CommonSOLE
97717X701HEDJWISDOMTREE TR$967,2670.06%20,047CommonSOLE
969457100WMBWILLIAMS COS INC$964,9290.06%15,397CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$963,7080.06%18,540CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$953,9880.06%6,499CommonSOLE
498894104KNFKNIFE RIVER CORP$951,8550.06%11,500CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$950,7500.06%12,333CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$939,3660.06%165CommonSOLE
81762P102NOWSERVICENOW INC$925,2900.06%905CommonSOLE
464287168DVYISHARES TR$922,3370.06%6,980CommonSOLE
46429B747STIPISHARES TR$886,3250.06%8,621CommonSOLE
718546104PSXPHILLIPS 66$877,9180.06%7,362CommonSOLE
922908512VOEVANGUARD INDEX FDS$874,7570.06%5,318CommonSOLE
25243Q205DEODIAGEO PLC$865,9930.05%8,622CommonSOLE
92204A884VOXVANGUARD WORLD FD$849,0700.05%4,996CommonSOLE
902788108UMBFUMB FINL CORP$840,6440.05%7,929CommonSOLE
609207105MDLZMONDELEZ INTL INC$813,4270.05%12,001CommonSOLE
78464A763SDYSPDR SERIES TRUST$805,6080.05%5,956CommonSOLE
98978V103ZTSZOETIS INC$803,0260.05%5,142CommonSOLE
92206C623VTWGVANGUARD SCOTTSDALE FDS$796,7930.05%3,830CommonSOLE
20030N101CMCSACOMCAST CORP NEW$758,3190.05%21,470CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$747,9140.05%8,431CommonSOLE
00206R102TAT&T INC$739,1770.05%26,324CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$723,4710.05%2,277CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$722,9840.05%13,322CommonSOLE
369604301GEGE AEROSPACE$720,2630.05%2,830CommonSOLE
22052L104CTVACORTEVA INC$718,9790.05%9,665CommonSOLE
92204A504VHTVANGUARD WORLD FD$718,6530.05%2,910CommonSOLE
464288414MUBISHARES TR$715,6350.05%6,860CommonSOLE
78463V107GLDSPDR GOLD TR$690,0940.04%2,291CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$679,2920.04%5,072CommonSOLE
464287648IWOISHARES TR$678,0380.04%2,379CommonSOLE
552690109MDUMDU RES GROUP INC$674,8200.04%40,750CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$648,6390.04%7,275CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$647,8110.04%8,833CommonSOLE
300426103ECGEVERUS CONSTR GROUP$646,0590.04%10,187CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$634,3950.04%14,994CommonSOLE
097023105BABOEING CO$631,8490.04%2,945CommonSOLE
884903808TRI4EURTHOMSON REUTERS CORP$625,0620.04%3,158CommonSOLE
78409V104SPGIS&P GLOBAL INC$624,3580.04%1,206CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$623,1000.04%8,458CommonSOLE
56585A102MPCMARATHON PETE CORP$619,4170.04%3,700CommonSOLE
92204A876VPUVANGUARD WORLD FD$610,0580.04%3,469CommonSOLE
922908611VBRVANGUARD INDEX FDS$604,3410.04%3,087CommonSOLE
55336V100MPLXMPLX LP$581,3860.04%11,265CommonSOLE
298736109EEFTEURONET WORLDWIDE INC$575,9050.04%5,655CommonSOLE
H1467J104CBCHUBB LIMITED$563,3970.04%1,976CommonSOLE
278865100ECLECOLAB INC$554,4230.03%2,073CommonSOLE
88579Y101MMM3M CO$547,4230.03%3,601CommonSOLE
256677105DGDOLLAR GEN CORP NEW$545,9260.03%4,770CommonSOLE
464287226AGGISHARES TR$535,0020.03%5,415CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$518,6430.03%10,501CommonSOLE
97717W547WTVWISDOMTREE TR$513,0010.03%5,970CommonSOLE
904767704UNILEVER PLC$505,6360.03%8,300CommonSOLE
548661107LOWLOWES COS INC$505,1790.03%2,259CommonSOLE
464287622IWBISHARES TR$494,7310.03%1,466CommonSOLE
464287705IJJISHARES TR$470,1830.03%3,805CommonSOLE
78464A854SPYMSPDR SERIES TRUST$463,7150.03%6,412CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$462,7050.03%3,618CommonSOLE
461202103INTUINTUIT$455,8460.03%587CommonSOLE
36828A101GEVGE VERNOVA INC$451,0640.03%868CommonSOLE
124805102CBZCBIZ INC$447,5660.03%6,294CommonSOLE
458140100INTCINTEL CORP$416,7680.03%18,368CommonSOLE
921910840MGVVANGUARD WORLD FD$414,2240.03%3,156CommonSOLE
46436E841IBTHISHARES TR$409,9450.03%18,236CommonSOLE
78464A805SPTMSPDR SERIES TRUST$391,7290.02%5,256CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$386,5570.02%6,802CommonSOLE
464288687PFFISHARES TR$386,2630.02%12,623CommonSOLE
92206C649VTWVVANGUARD SCOTTSDALE FDS$380,6130.02%2,740CommonSOLE
464287796IYEISHARES TR$376,2210.02%8,285CommonSOLE
704326107PAYXPAYCHEX INC$367,0470.02%2,550CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$366,0160.02%12,630CommonSOLE
872540109TJXTJX COS INC NEW$359,8980.02%2,917CommonSOLE
464288257ACWIISHARES TR$345,7080.02%2,700CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$345,6500.02%6,200CommonSOLE
871829107SYYSYSCO CORP$343,4700.02%4,579CommonSOLE
902973304USBUS BANCORP DEL$340,4530.02%7,440CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$335,4000.02%12,000CommonSOLE
78467V848TOTLSSGA ACTIVE ETF TR$331,0340.02%8,280CommonSOLE
02209S103MOALTRIA GROUP INC$325,4740.02%5,540CommonSOLE
464288638IGIBISHARES TR$324,6290.02%6,117CommonSOLE
H2906T109GRMNGARMIN LTD$322,9580.02%1,550CommonSOLE
464287176TIPISHARES TR$322,9130.02%2,942CommonSOLE
92204A603VISVANGUARD WORLD FD$315,1670.02%1,130CommonSOLE
055622104BPBP PLC$314,1700.02%10,355CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$307,6350.02%3,152CommonSOLE
33734X176FXLFIRST TR EXCHANGE TRADED FD$300,3030.02%1,930CommonSOLE
235851102DHRDANAHER CORPORATION$291,0430.02%1,464CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$286,6210.02%12,275CommonSOLE
988498101YUMYUM BRANDS INC$271,2920.02%1,828CommonSOLE
78464A375SPIBSPDR SERIES TRUST$270,1230.02%8,061CommonSOLE
29273V100ETENERGY TRANSFER L P$269,6510.02%14,816CommonSOLE
37954Y483QYLDGLOBAL X FDS$261,8380.02%15,679CommonSOLE
806407102HSICHENRY SCHEIN INC$260,8410.02%3,560CommonSOLE
922908538VOTVANGUARD INDEX FDS$254,1060.02%900CommonSOLE
512807306LRCXLAM RESEARCH CORP$246,8880.02%2,540CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$237,6380.01%344CommonSOLE
370334104GISGENERAL MLS INC$232,9980.01%4,612CommonSOLE
46138E800CQQQINVESCO EXCH TRADED FD TR II$231,9750.01%5,265CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$226,5600.01%1,770CommonSOLE
020002101ALLALLSTATE CORP$225,1240.01%1,150CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$224,3310.01%2,785CommonSOLE
37954Y293MLPXGLOBAL X FDS$222,5980.01%3,565CommonSOLE
46137V332RSPHINVESCO EXCHANGE TRADED FD T$217,8750.01%7,500CommonSOLE
12572Q105CMECME GROUP INC$206,0700.01%750CommonSOLE
189054109CLXCLOROX CO DEL$202,5380.01%1,700CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$201,6690.01%3,900CommonSOLE
682680103OKEONEOK INC NEW$200,7680.01%2,471CommonSOLE
405552100HLNHALEON PLC$160,5680.01%15,469CommonSOLE
14057J101CFFNCAPITOL FED FINL INC$90,5340.01%14,915CommonSOLE
44934S206ICADUSDICAD INC$47,1090.00%12,300CommonSOLE
816307300SLQTSELECTQUOTE INC$45,1140.00%19,615CommonSOLE
23283X206CTSOCYTOSORBENTS CORP$18,7260.00%15,225CommonSOLE

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.