MondegarAI
FIRST NATIONAL TRUST CO

Q4 2025 · 13F-HR

FIRST NATIONAL TRUST COholdings as filed

Filed 2026-02-09 · accession 0001193125-26-042071

$3.00B
Reported value
403
Positions
2025-12-31
Period end
View analyzed profile →PRO

The Brief · FIRST NATIONAL TRUST CO · Q4 2025

AI · grounded in 13F

FIRST NATIONAL TRUST CO increased its position in COF by 198.7%. The fund also accumulated shares of AVDE by 25.6% and GOOGL by 0.88%. On the sell side, the fund closed its position in IBDQ, resulting in a negative delta of $7.3M. Other reductions included trimming FISV by 74.9% and DFAS by 67.3%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$152.4M5.08%560,740CommonSOLE
78464A409SPYGSPDR SERIES TRUST$125.1M4.17%1,172,094CommonSOLE
78464A508SPYVSPDR SERIES TRUST$111.8M3.73%1,968,113CommonSOLE
594918104MSFTMICROSOFT CORP$106.8M3.56%220,874CommonSOLE
67066G104NVDANVIDIA CORPORATION$104.1M3.47%558,270CommonSOLE
46432F842IEFAISHARES TR$96.1M3.20%1,073,861CommonSOLE
78463V107GLDSPDR GOLD TR$92.1M3.07%232,445CommonSOLE
02079K305GOOGLALPHABET INC$84.8M2.83%270,983CommonSOLE
025072703AVDEAMERICAN CENTY ETF TR$74.0M2.47%899,049CommonSOLE
11135F101AVGOBROADCOM INC$68.2M2.28%197,186CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$57.6M1.92%178,857CommonSOLE
023135106AMZNAMAZON COM INC$55.4M1.85%240,012CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$54.5M1.82%79,855CommonSOLE
464287804IJRISHARES TR$40.4M1.35%336,566CommonSOLE
46654Q575JMTGJ P MORGAN EXCHANGE TRADED F$37.7M1.26%738,014CommonSOLE
532457108LLYELI LILLY & CO$34.9M1.17%32,518CommonSOLE
30303M102METAMETA PLATFORMS INC$34.6M1.15%52,451CommonSOLE
87283Q503TSPAT ROWE PRICE ETF INC$34.3M1.14%800,775CommonSOLE
78464A821MDYGSPDR SERIES TRUST$33.5M1.12%362,213CommonSOLE
931142103WMTWALMART INC$33.1M1.10%297,407CommonSOLE
808524854SCHRSCHWAB STRATEGIC TR$30.6M1.02%1,221,356CommonSOLE
78464A839MDYVSPDR SERIES TRUST$30.6M1.02%361,397CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$28.5M0.95%56,662CommonSOLE
478160104JNJJOHNSON & JOHNSON$27.0M0.90%130,686CommonSOLE
00287Y109ABBVABBVIE INC$26.7M0.89%116,638CommonSOLE
92826C839VVISA INC$25.7M0.86%73,195CommonSOLE
149123101CATCATERPILLAR INC$24.9M0.83%43,448CommonSOLE
78464A847SPMDSPDR SERIES TRUST$23.7M0.79%408,831CommonSOLE
30231G102XOMEXXON MOBIL CORP$23.5M0.78%195,262CommonSOLE
922908363VOOVANGUARD INDEX FDS$23.4M0.78%37,371CommonSOLE
17275R102CSCOCISCO SYS INC$22.5M0.75%291,563CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$21.4M0.71%149,171CommonSOLE
58933Y105MRKMERCK & CO INC$21.2M0.71%201,859CommonSOLE
580135101MCDMCDONALDS CORP$20.8M0.69%68,069CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$20.3M0.68%254,341CommonSOLE
166764100CVXCHEVRON CORP NEW$19.9M0.66%130,599CommonSOLE
78464A300SLYVSPDR SERIES TRUST$18.9M0.63%207,745CommonSOLE
78464A201SLYGSPDR SERIES TRUST$18.5M0.62%196,356CommonSOLE
464287507IJHISHARES TR$18.4M0.61%278,825CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$18.0M0.60%214,816CommonSOLE
437076102HDHOME DEPOT INC$17.8M0.59%51,689CommonSOLE
65339F101NEENEXTERA ENERGY INC$17.1M0.57%213,051CommonSOLE
88160R101TSLATESLA INC$16.4M0.55%36,538CommonSOLE
464287200IVVISHARES TR$16.3M0.54%23,755CommonSOLE
68389X105ORCLORACLE CORP$15.6M0.52%80,087CommonSOLE
438516106HONHONEYWELL INTL INC$15.4M0.51%78,690CommonSOLE
46429B747STIPISHARES TR$15.1M0.50%147,860CommonSOLE
464287689IWVISHARES TR$14.8M0.49%38,336CommonSOLE
031162100AMGNAMGEN INC$14.6M0.49%44,598CommonSOLE
G54950103LINLINDE PLC$14.3M0.48%33,556CommonSOLE
92206C771VMBSVANGUARD SCOTTSDALE FDS$14.2M0.47%301,928CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$13.8M0.46%46,462CommonSOLE
872540109TJXTJX COS INC NEW$13.0M0.43%84,709CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$12.6M0.42%14,600CommonSOLE
09290D101BLKBLACKROCK INC$12.6M0.42%11,755CommonSOLE
718172109PMPHILIP MORRIS INTL INC$12.1M0.40%75,478CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$12.1M0.40%46,971CommonSOLE
46436E205IBDUISHARES TR$11.7M0.39%499,745CommonSOLE
46435U515IBDTISHARES TR$11.6M0.39%454,609CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$11.1M0.37%116,170CommonSOLE
464287499IWRISHARES TR$11.1M0.37%114,907CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$10.9M0.36%33,076CommonSOLE
464287655IWMISHARES TR$10.7M0.36%43,536CommonSOLE
46435UAA9IBDSISHARES TR$10.6M0.35%438,090CommonSOLE
902973304USBUS BANCORP DEL$10.4M0.35%195,036CommonSOLE
02209S103MOALTRIA GROUP INC$10.3M0.34%178,601CommonSOLE
191216100KOCOCA COLA CO$10.2M0.34%146,612CommonSOLE
464287481IWPISHARES TR$10.2M0.34%74,399CommonSOLE
747525103QCOMQUALCOMM INC$10.1M0.34%59,111CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$10.1M0.34%413,382CommonSOLE
302520101FNBF N B CORP$10.0M0.33%582,022CommonNONE
46436E726IBDVISHARES TR$9.9M0.33%450,474CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$9.9M0.33%85,522CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.6M0.32%51,913CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$9.4M0.31%93,693CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$9.4M0.31%38,613CommonSOLE
46435GAA0IBDRISHARES TR$9.3M0.31%383,441CommonSOLE
907818108UNPUNION PAC CORP$9.2M0.31%39,759CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$8.9M0.30%1,655CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.9M0.30%61,826CommonSOLE
617446448MSMORGAN STANLEY$8.8M0.29%49,527CommonSOLE
060505104BACBANK AMERICA CORP$8.7M0.29%157,922CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$8.5M0.28%39,690CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$8.4M0.28%28,566CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$8.4M0.28%205,857CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$8.1M0.27%14,328CommonSOLE
25434V500DFASDIMENSIONAL ETF TRUST$8.1M0.27%116,419CommonSOLE
464287465EFAISHARES TR$8.1M0.27%83,923CommonSOLE
369550108GDGENERAL DYNAMICS CORP$8.0M0.27%23,881CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$7.4M0.25%35,779CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$7.3M0.24%12,630CommonSOLE
443201108HWMHOWMET AEROSPACE INC$7.3M0.24%35,457CommonSOLE
33733E732WCMIFIRST TR EXCHANGE-TRADED FD$7.2M0.24%425,830CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$7.1M0.24%126,933CommonSOLE
78409V104SPGIS&P GLOBAL INC$7.0M0.23%13,361CommonSOLE
713448108PEPPEPSICO INC$7.0M0.23%48,591CommonSOLE
46436E486IBDWISHARES TR$6.8M0.23%321,951CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.8M0.23%30,986CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$6.4M0.21%70,291CommonSOLE
863667101SYKSTRYKER CORPORATION$6.3M0.21%17,921CommonSOLE
12572Q105CMECME GROUP INC$6.3M0.21%23,041CommonSOLE
464288612GVIISHARES TR$6.2M0.21%57,663CommonSOLE
02079K107GOOGALPHABET INC$5.9M0.20%18,846CommonSOLE
91913Y100VLOVALERO ENERGY CORP$5.7M0.19%34,972CommonSOLE
31428X106FDXFEDEX CORP$5.7M0.19%19,698CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$5.6M0.19%39,328CommonSOLE
002824100ABTABBOTT LABS$5.4M0.18%43,478CommonSOLE
56585A102MPCMARATHON PETE CORP$5.4M0.18%33,272CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$5.4M0.18%247,436CommonSOLE
743315103PGRPROGRESSIVE CORP$5.3M0.18%23,487CommonSOLE
92206C680VONGVANGUARD SCOTTSDALE FDS$5.3M0.18%43,929CommonSOLE
20825C104COPCONOCOPHILLIPS$5.3M0.18%56,994CommonSOLE
29444U700EQIXEQUINIX INC$5.3M0.18%6,956CommonSOLE
G29183103ETNEATON CORP PLC$5.1M0.17%15,929CommonSOLE
06738E204BCSBARCLAYS PLC$5.0M0.17%196,203CommonSOLE
872590104TMUST-MOBILE US INC$5.0M0.17%24,524CommonSOLE
97717X669DGRWWISDOMTREE TR$5.0M0.17%55,603CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$5.0M0.17%79,244CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$4.9M0.16%187,201CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$4.9M0.16%59,512CommonSOLE
46090E103QQQINVESCO QQQ TR$4.8M0.16%7,808CommonSOLE
09581B103OWLBLUE OWL CAPITAL INC$4.8M0.16%320,088CommonSOLE
464287234EEMISHARES TR$4.7M0.16%86,385CommonSOLE
001055102AFLAFLAC INC$4.7M0.16%42,513CommonSOLE
79466L302CRMSALESFORCE INC$4.7M0.16%17,684CommonSOLE
75513E101RTXRTX CORPORATION$4.5M0.15%24,707CommonSOLE
464287614IWFISHARES TR$4.3M0.14%9,079CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$4.3M0.14%84,867CommonSOLE
46284V101IRMIRON MTN INC DEL$4.3M0.14%51,263CommonSOLE
464288414MUBISHARES TR$4.3M0.14%39,690CommonSOLE
G5960L103MDTMEDTRONIC PLC$4.2M0.14%44,201CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.2M0.14%23,707CommonSOLE
717081103PFEPFIZER INC$4.0M0.13%162,523CommonSOLE
45262P102IMBBYIMPERIAL BRANDS PLC$3.9M0.13%93,099CommonSOLE
G2716N103CVCCFCVC CAP PARTNERS PLC$3.9M0.13%238,204CommonSOLE
04010L103ARCCARES CAPITAL CORP$3.9M0.13%191,136CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$3.9M0.13%26,647CommonSOLE
744320102PRUPRUDENTIAL FINL INC$3.7M0.12%33,003CommonSOLE
46137V449EQWLINVESCO EXCHANGE TRADED FD T$3.7M0.12%31,122CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$3.7M0.12%17,487CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$3.6M0.12%47,143CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.6M0.12%13,105CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$3.6M0.12%264,177CommonSOLE
78468R408SJNKSPDR SERIES TRUST$3.5M0.12%139,122CommonSOLE
302635206FSKFS KKR CAP CORP$3.5M0.12%236,098CommonSOLE
59156R108METMETLIFE INC$3.5M0.12%44,243CommonSOLE
882508104TXNTEXAS INSTRS INC$3.4M0.11%19,432CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$3.3M0.11%44,415CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$3.2M0.11%32,038CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.1M0.10%21,825CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$3.1M0.10%14,208CommonSOLE
81762P102NOWSERVICENOW INC$3.1M0.10%20,302CommonSOLE
922908769VTIVANGUARD INDEX FDS$3.1M0.10%9,112CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.0M0.10%110,730CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$2.9M0.10%6,000CommonSOLE
38147U107GSBDGOLDMAN SACHS BDC INC$2.9M0.10%311,196CommonSOLE
842587107SOSOUTHERN CO$2.9M0.10%32,824CommonSOLE
464288240ACWXISHARES TR$2.8M0.09%42,206CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.8M0.09%52,101CommonSOLE
52110M109LAZLAZARD INC$2.8M0.09%57,194CommonSOLE
032654105ADIANALOG DEVICES INC$2.7M0.09%10,127CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$2.7M0.09%48,237CommonSOLE
89832Q109TFCTRUIST FINL CORP$2.7M0.09%54,943CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$2.7M0.09%15,394CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$2.6M0.09%210,802CommonSOLE
701094104PHPARKER-HANNIFIN CORP$2.6M0.09%2,918CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$2.5M0.08%16,770CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.5M0.08%13,100CommonSOLE
291011104EMREMERSON ELEC CO$2.4M0.08%18,132CommonSOLE
025816109AXPAMERICAN EXPRESS CO$2.4M0.08%6,430CommonSOLE
316773100FITBFIFTH THIRD BANCORP$2.4M0.08%50,253CommonSOLE
46434G103IEMGISHARES INC$2.3M0.08%34,803CommonSOLE
548661107LOWLOWES COS INC$2.3M0.08%9,445CommonSOLE
902681105UGIUGI CORP NEW$2.3M0.08%60,341CommonSOLE
172967424CCITIGROUP INC$2.2M0.07%19,179CommonSOLE
00206R102TAT&T INC$2.2M0.07%89,849CommonSOLE
69351T106PPLPPL CORP$2.2M0.07%63,466CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$2.2M0.07%7,642CommonSOLE
372460105GPCGENUINE PARTS CO$2.2M0.07%17,968CommonSOLE
464287226AGGISHARES TR$2.2M0.07%21,820CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$2.2M0.07%50,302CommonSOLE
55261F104MTBM & T BK CORP$2.2M0.07%10,810CommonSOLE
H1467J104CBCHUBB LIMITED$2.2M0.07%6,948CommonSOLE
88579Y101MMM3M CO$2.1M0.07%13,105CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$2.0M0.07%117,784CommonSOLE
704326107PAYXPAYCHEX INC$2.0M0.07%18,025CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$2.0M0.07%3,536CommonSOLE
92204A702VGTVANGUARD WORLD FD$2.0M0.07%2,677CommonSOLE
038222105AMATAPPLIED MATLS INC$2.0M0.07%7,666CommonSOLE
871829107SYYSYSCO CORP$2.0M0.07%26,625CommonSOLE
254687106DISDISNEY WALT CO$1.9M0.06%16,888CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$1.9M0.06%18,172CommonSOLE
464287721IYWISHARES TR$1.8M0.06%9,101CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$1.8M0.06%15,391CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$1.8M0.06%7,191CommonSOLE
46434V621DGROISHARES TR$1.8M0.06%25,216CommonSOLE
458140100INTCINTEL CORP$1.7M0.06%47,032CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.7M0.06%1,962CommonSOLE
235851102DHRDANAHER CORPORATION$1.7M0.06%7,509CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.7M0.06%2,958CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$1.7M0.06%5,780CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.6M0.05%29,742CommonSOLE
922908629VOVANGUARD INDEX FDS$1.6M0.05%5,587CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.6M0.05%17,268CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.6M0.05%7,201CommonSOLE
913456109UVVUNIVERSAL CORP VA$1.6M0.05%29,432CommonSOLE
64110L106NFLXNETFLIX INC$1.5M0.05%16,244CommonSOLE
58155Q103MCKMCKESSON CORP$1.5M0.05%1,831CommonSOLE
464287473IWSISHARES TR$1.5M0.05%10,646CommonSOLE
09260D107BXBLACKSTONE INC$1.5M0.05%9,691CommonSOLE
46428Q109SLVISHARES SILVER TR$1.5M0.05%23,141CommonSOLE
464288257ACWIISHARES TR$1.5M0.05%10,525CommonSOLE
858119100STLDSTEEL DYNAMICS INC$1.5M0.05%8,657CommonSOLE
464287598IWDISHARES TR$1.4M0.05%6,778CommonSOLE
857477103STTSTATE STR CORP$1.4M0.05%10,878CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.4M0.05%2,867CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$1.4M0.05%12,006CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$1.4M0.05%27,752CommonSOLE
20030N101CMCSACOMCAST CORP NEW$1.4M0.05%46,068CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.4M0.05%5,129CommonSOLE
464288687PFFISHARES TR$1.4M0.05%43,704CommonSOLE
92840M102VSTVISTRA CORP$1.3M0.04%8,234CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.3M0.04%29,426CommonSOLE
009158106APDAIR PRODS & CHEMS INC$1.3M0.04%5,320CommonSOLE
464287176TIPISHARES TR$1.3M0.04%11,771CommonSOLE
464287309IVWISHARES TR$1.3M0.04%10,470CommonSOLE
464288158SUBISHARES TR$1.3M0.04%11,991CommonSOLE
032095101APHAMPHENOL CORP NEW$1.2M0.04%8,898CommonSOLE
464285204IAUISHARES GOLD TR$1.2M0.04%14,787CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.2M0.04%2,497CommonSOLE
464287168DVYISHARES TR$1.2M0.04%8,466CommonSOLE
055622104BPBP PLC$1.2M0.04%33,970CommonSOLE
46434V407SHYGISHARES TR$1.1M0.04%26,787CommonSOLE
693506107PPGPPG INDS INC$1.1M0.04%11,128CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.1M0.04%7,131CommonSOLE
281020107EIXEDISON INTL$1.1M0.04%18,342CommonSOLE
369604301GEGE AEROSPACE$1.1M0.04%3,573CommonSOLE
46436E312IBDXISHARES TR$1.1M0.04%43,039CommonSOLE
F92124100TTETOTALENERGIES SE$1.1M0.04%16,750CommonSOLE
74340W103PLDPROLOGIS INC.$1.1M0.04%8,435CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.1M0.04%5,593CommonSOLE
780087102RYROYAL BK CDA$1.1M0.04%6,250CommonSOLE
244199105DEDEERE & CO$1.1M0.04%2,283CommonSOLE
87612E106TGTTARGET CORP$1.0M0.03%10,667CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$1.0M0.03%22,828CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.0M0.03%26,824CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$1.0M0.03%21,143CommonSOLE
464287622IWBISHARES TR$1.0M0.03%2,700CommonSOLE
74348T151PSECPROSPECT CAP CORP$1.0M0.03%40,000CommonSOLE
46435U325IBMQISHARES TR$984,8160.03%38,507CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$947,6370.03%36,197CommonSOLE
260557103DOWDOW INC$914,0860.03%39,097CommonSOLE
922908751VBVANGUARD INDEX FDS$904,1140.03%3,505CommonSOLE
18539C204CWENCLEARWAY ENERGY INC$896,6560.03%26,959CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$894,4430.03%10,492CommonSOLE
718546104PSXPHILLIPS 66$882,7610.03%6,841CommonSOLE
756109104OREALTY INCOME CORP$851,6940.03%15,109CommonSOLE
85254J102STAGSTAG INDL INC$851,5810.03%23,166CommonSOLE
461202103INTUINTUIT$837,2980.03%1,264CommonSOLE
609207105MDLZMONDELEZ INTL INC$816,7080.03%15,172CommonSOLE
337738108FISVFISERV INC$809,8680.03%12,057CommonSOLE
579780206MKCMCCORMICK & CO INC$799,0660.03%11,732CommonSOLE
313586109FNMAFEDERAL NATL MTG ASSN$783,2900.03%73,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,8000.03%1CommonSOLE
253868103DLRDIGITAL RLTY TR INC$750,0330.03%4,848CommonSOLE
74290T738PSECPROSPECT CAP CORP$750,0000.03%30,000CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$731,5050.02%6,126CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$725,7540.02%3,912CommonSOLE
46435U259IBMOISHARES TR$725,0390.02%28,281CommonSOLE
680223104ORIOLD REP INTL CORP$714,2200.02%15,649CommonSOLE
00724F101ADBEADOBE INC$707,3290.02%2,021CommonSOLE
418056107HASHASBRO INC$702,1660.02%8,563CommonSOLE
40434L105HPQHP INC$684,4630.02%30,721CommonSOLE
46435U283IBMPISHARES TR$680,3750.02%26,797CommonSOLE
219350105GLWCORNING INC$673,5980.02%7,693CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$672,7130.02%13,245CommonSOLE
370334104GISGENERAL MLS INC$671,7850.02%14,447CommonSOLE
191098102COKECOCA COLA CONS INC$657,9630.02%4,292CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$652,6230.02%10,676CommonSOLE
880779103TEXTEREX CORP NEW$640,5600.02%12,000CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$626,8070.02%1,039CommonSOLE
36828A101GEVGE VERNOVA INC$626,1200.02%958CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$621,0990.02%4,004CommonSOLE
969457100WMBWILLIAMS COS INC$609,1540.02%10,134CommonSOLE
143658300CCL1EURCARNIVAL CORP$597,5150.02%19,565CommonSOLE
314211103FHIFEDERATED HERMES INC$595,6270.02%11,439CommonSOLE
097023105BABOEING CO$592,3030.02%2,728CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$587,6920.02%1,510CommonSOLE
48251W104KKRKKR & CO INC$586,1520.02%4,598CommonSOLE
500754106KHCKRAFT HEINZ CO$579,2350.02%23,886CommonSOLE
806857108SLBSLB LIMITED$574,0480.02%14,957CommonSOLE
13321L108CCJCAMECO CORP$543,5420.02%5,941CommonSOLE
46432F339QUALISHARES TR$543,2250.02%2,735CommonSOLE
54951L109LKNCYLUCKIN COFFEE INC$534,8270.02%15,965CommonSOLE
464287408IVEISHARES TR$500,2730.02%2,359CommonSOLE
456837103INGING GROEP N.V.$492,3240.02%17,583CommonSOLE
433000106HIMSHIMS & HERS HEALTH INC$487,0500.02%15,000CommonSOLE
25746U109DDOMINION ENERGY INC$479,9100.02%8,191CommonSOLE
78464A763SDYSPDR SERIES TRUST$473,2830.02%3,401CommonSOLE
98149E303GLDMWORLD GOLD TR$469,7050.02%5,502CommonSOLE
093712107BEBLOOM ENERGY CORP$460,5170.02%5,300CommonSOLE
595112103MUMICRON TECHNOLOGY INC$459,7950.02%1,611CommonSOLE
654106103NKENIKE INC$457,7560.02%7,185CommonSOLE
23804L103DDOGDATADOG INC$453,9340.02%3,338CommonSOLE
354613101BENFRANKLIN RESOURCES INC$451,0430.02%18,880CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$448,1230.01%6,050CommonSOLE
46436E130IBDYISHARES TR$446,5490.01%17,083CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$446,2800.01%10,454CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$441,2140.01%3,748CommonSOLE
97717W851DXJWISDOMTREE TR$427,4340.01%2,965CommonSOLE
855244109SBUXSTARBUCKS CORP$421,8070.01%5,009CommonSOLE
929740108WABWABTEC$410,6770.01%1,924CommonSOLE
501044101KRKROGER CO$410,0560.01%6,563CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$407,8190.01%5,250CommonSOLE
02156V109OKLOOKLO INC$405,4440.01%5,650CommonSOLE
553810102MVBFMVB FINL CORP$405,0910.01%15,683CommonSOLE
631103108NDAQNASDAQ INC$404,3520.01%4,163CommonSOLE
126408103CSXCSX CORP$395,9950.01%10,924CommonSOLE
911363109URIUNITED RENTALS INC$384,4270.01%475CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$379,9750.01%9,417CommonSOLE
427866108HSYHERSHEY CO$377,4260.01%2,074CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$370,8500.01%5,000CommonSOLE
427096508HTGCHERCULES CAPITAL INC$369,5110.01%19,634CommonSOLE
172908105CTASCINTAS CORP$369,1810.01%1,963CommonSOLE
46428R107GSGISHARES S&P GSCI COMMODITY-$356,8760.01%15,476CommonSOLE
97717W604DESWISDOMTREE TR$351,8940.01%10,520CommonSOLE
092528603BINCBLACKROCK ETF TRUST II$350,3920.01%6,640CommonSOLE
74348T458PSECPROSPECT CAP CORP$350,0000.01%14,000CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$349,0290.01%1,380CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$347,6960.01%7,640CommonSOLE
11276H106BIPCBROOKFIELD INFRASTRUCTURE CO$347,0830.01%7,645CommonSOLE
269809711ECCEAGLE POINT CREDIT COMPANY I$343,0000.01%13,720CommonSOLE
64110D104NTAPNETAPP INC$340,0100.01%3,175CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$337,0190.01%4,265CommonSOLE
74347R669USDPROSHARES TR$336,0640.01%6,400CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$333,0990.01%16,900CommonSOLE
922908553VNQVANGUARD INDEX FDS$328,5620.01%3,713CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$324,8340.01%3,874CommonSOLE
92206C813VCLTVANGUARD SCOTTSDALE FDS$319,4800.01%4,212CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$315,2720.01%9,665CommonSOLE
020002101ALLALLSTATE CORP$313,4730.01%1,506CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$311,9270.01%2,261CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$311,0270.01%7,737CommonSOLE
285512109EAELECTRONIC ARTS INC$309,3550.01%1,514CommonSOLE
34959E109FTNTFORTINET INC$306,6010.01%3,861CommonSOLE
682680103OKEONEOK INC NEW$292,3090.01%3,977CommonSOLE
577128101MATWMATTHEWS INTL CORP$279,4840.01%10,700CommonSOLE
19247G107COHRCOHERENT CORP$278,3310.01%1,508CommonSOLE
74743L100QQNITY ELECTRONICS INC$273,8540.01%3,354CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$273,6350.01%3,569CommonSOLE
464287648IWOISHARES TR$273,2660.01%846CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$268,6420.01%14,043CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$267,4250.01%757CommonSOLE
075887109BDXBECTON DICKINSON & CO$264,1280.01%1,361CommonSOLE
695156109PKGPACKAGING CORP AMER$263,5610.01%1,278CommonSOLE
46438G653IBDZISHARES TR$261,8010.01%9,928CommonSOLE
311900104FASTFASTENAL CO$260,2020.01%6,484CommonSOLE
922042718VSSVANGUARD INTL EQUITY INDEX F$259,4270.01%1,810CommonSOLE
05329W102ANAUTONATION INC$259,1320.01%1,255CommonSOLE
231021106CMICUMMINS INC$257,2650.01%504CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$257,0800.01%15,248CommonSOLE
876030107TPRTAPESTRY INC$256,1780.01%2,005CommonSOLE
37940X102GPNGLOBAL PMTS INC$252,1690.01%3,258CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$251,3590.01%4,757CommonSOLE
25243Q205DEODIAGEO PLC$249,4060.01%2,891CommonSOLE
05534B760BCEBCE INC$247,1560.01%10,376CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$246,9000.01%2,953CommonSOLE
98138H101WDAYWORKDAY INC$246,3520.01%1,147CommonSOLE
464289438IWYISHARES TR$243,7070.01%880CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$242,6150.01%1,498CommonSOLE
670346105NUENUCOR CORP$239,7710.01%1,470CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$237,3420.01%7,893CommonSOLE
833445109SNOWSNOWFLAKE INC$234,9340.01%1,071CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$231,4210.01%4,043CommonSOLE
05464C101AXONAXON ENTERPRISE INC$228,3070.01%402CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$227,7930.01%703CommonSOLE
464288760ITAISHARES TR$226,7120.01%1,056CommonSOLE
37045V100GMGENERAL MTRS CO$225,5810.01%2,774CommonSOLE
46429B697USMVISHARES TR$224,5710.01%2,385CommonSOLE
464286632EISISHARES INC$222,8100.01%2,025CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$222,2480.01%634CommonSOLE
92204A504VHTVANGUARD WORLD FD$218,1900.01%758CommonSOLE
125523100CITHE CIGNA GROUP$214,4030.01%779CommonSOLE
78463X848CWISPDR INDEX SHS FDS$212,5740.01%5,918CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$211,6660.01%2,098CommonSOLE
464288596GBFISHARES TR$209,4000.01%2,000CommonNONE
74762E102QUREQUANTA SVCS INC$208,4970.01%494CommonSOLE
22052L104CTVACORTEVA INC$206,5190.01%3,081CommonSOLE
46436E767USXFISHARES TR$202,9690.01%3,525CommonSOLE
95040Q104WELLWELLTOWER INC$202,5000.01%1,091CommonSOLE
00214Q609IZRLARK ETF TR$200,8600.01%6,720CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$198,2420.01%11,038CommonSOLE
04013V108ACREARES COML REAL ESTATE CORP$190,4540.01%39,844CommonSOLE
22587M106CRLBFCRESCO LABS INC$140,0190.00%113,837CommonSOLE
03615A108ANVSANNOVIS BIO INC$138,4000.00%40,000CommonSOLE
G86659102TLOTALON METALS CORP$35,9580.00%83,333CommonSOLE
75624R108RECAFRECONNAISSANCE ENRY AFRICA L$27,3210.00%40,000CommonSOLE
05475P109AYRWFAYR WELLNESS INC$10,2190.00%510,991CommonSOLE
88101C106TERRA NOSTRA RES C$1,1120.00%20,100CommonSOLE
05475P133AYWWFAYR WELLNESS INC$2740.00%152,300CommonSOLE
75955T103RQHTFRELIQ HEALTH TECHNOLOGIES IN$30.00%30,000CommonSOLE
83192H106SDCCQSMILEDIRECTCLUB INC$010,000CommonSOLE
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.