MondegarAI
TCTC Holdings, LLC

Q3 2024 · 13F-HR

TCTC Holdings, LLCholdings as filed

Filed 2024-11-01 · accession 0001483870-24-000005

$2.95B
Reported value
527
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 527

CUSIPTickerIssuerValue% port.SharesClassVoting
403949100DINOHF SINCLAIR CORP$548.2M18.6%12,298,678CommonSOLE
594918104MSFTMICROSOFT CORP$147.4M4.99%342,657CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$109.3M3.70%237,556CommonSOLE
94106L109WMWASTE MGMT INC DEL$94.8M3.21%456,816CommonSOLE
001055102AFLAFLAC INC$90.9M3.08%813,088CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$81.9M2.77%388,530CommonSOLE
037833100AAPLAPPLE INC$78.1M2.64%335,012CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$77.9M2.64%352,437CommonSOLE
H1467J104CBCHUBB LIMITED$70.1M2.37%243,059CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$63.7M2.16%847,184CommonSOLE
G54950103LINLINDE PLC$61.1M2.07%128,226CommonSOLE
02079K107GOOGALPHABET INC$47.0M1.59%281,323CommonSOLE
66987V109NVSNOVARTIS AG$45.4M1.54%395,012CommonSOLE
747525103QCOMQUALCOMM INC$44.5M1.51%261,920CommonSOLE
060505104BACBANK AMERICA CORP$43.7M1.48%1,100,674CommonSOLE
464287655IWMISHARES TR$42.9M1.45%194,330CommonSOLE
G0403H108AONAON PLC$41.5M1.41%120,000CommonSOLE
969457100WMBWILLIAMS COS INC$41.1M1.39%899,928CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$40.9M1.38%150,000CommonSOLE
717081103PFEPFIZER INC$39.1M1.32%1,349,889CommonSOLE
023135106AMZNAMAZON COM INC$36.3M1.23%194,610CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$35.5M1.20%711,124CommonSOLE
680223104ORIOLD REP INTL CORP$35.2M1.19%993,044CommonSOLE
713448108PEPPEPSICO INC$32.7M1.11%192,584CommonSOLE
548661107LOWLOWES COS INC$32.0M1.08%118,104CommonSOLE
65339F101NEENEXTERA ENERGY INC$29.1M0.98%343,981CommonSOLE
79466L302CRMSALESFORCE INC$28.0M0.95%102,350CommonSOLE
00287Y109ABBVABBVIE INC$27.6M0.93%139,679CommonSOLE
126650100CVSCVS HEALTH CORP$24.5M0.83%390,349CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$24.4M0.83%218,320CommonSOLE
G3223R108EGEVEREST GROUP LTD$23.9M0.81%60,995CommonSOLE
20825C104COPCONOCOPHILLIPS$23.8M0.81%225,970CommonSOLE
58933Y105MRKMERCK & CO INC$22.7M0.77%199,742CommonSOLE
20030N101CMCSACOMCAST CORP NEW$22.6M0.77%542,208CommonSOLE
517834107LVSLAS VEGAS SANDS CORP$22.2M0.75%440,364CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$22.1M0.75%427,907CommonSOLE
718172109PMPHILIP MORRIS INTL INC$21.8M0.74%179,851CommonSOLE
931142103WMTWALMART INC$21.7M0.73%268,589CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$21.1M0.71%407,299CommonSOLE
718546104PSXPHILLIPS 66$21.0M0.71%160,123CommonSOLE
17275R102CSCOCISCO SYS INC$19.4M0.66%365,059CommonSOLE
896522109TRNTRINITY INDS INC$18.2M0.62%522,409CommonSOLE
02209S103MOALTRIA GROUP INC$18.2M0.62%356,136CommonSOLE
039653100ACAARCOSA INC$17.4M0.59%183,601CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$16.1M0.55%359,110CommonSOLE
609207105MDLZMONDELEZ INTL INC$14.9M0.51%202,569CommonSOLE
882508104TXNTEXAS INSTRS INC$14.6M0.49%70,755CommonSOLE
464288646IGSBISHARES TR$14.4M0.49%273,760CommonSOLE
56585A102MPCMARATHON PETE CORP$14.4M0.49%88,364CommonSOLE
88579Y101MMM3M CO$14.3M0.48%104,630CommonSOLE
742718109PGPROCTER AND GAMBLE CO$12.6M0.43%72,675CommonSOLE
032654105ADIANALOG DEVICES INC$12.4M0.42%53,713CommonSOLE
343412102FLRFLUOR CORP NEW$12.3M0.42%258,100CommonSOLE
291011104EMREMERSON ELEC CO$12.1M0.41%110,724CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$11.9M0.40%20,320CommonSOLE
002824100ABTABBOTT LABS$11.7M0.40%102,912CommonSOLE
464287465EFAISHARES TR$11.7M0.40%139,568CommonSOLE
458140100INTCINTEL CORP$11.5M0.39%491,824CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$11.4M0.39%175,568CommonSOLE
369604301GEGE AEROSPACE$11.3M0.38%60,025CommonSOLE
031162100AMGNAMGEN INC$11.0M0.37%34,173CommonSOLE
75513E101RTXRTX CORPORATION$10.5M0.36%86,544CommonSOLE
02079K305GOOGLALPHABET INC$10.4M0.35%62,685CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.9M0.33%60,834CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$9.6M0.33%34,848CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$9.6M0.32%70,070CommonSOLE
842587107SOSOUTHERN CO$9.6M0.32%105,934CommonSOLE
98978V103ZTSZOETIS INC$8.2M0.28%41,760CommonSOLE
92826C839VVISA INC$8.1M0.27%29,363CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$8.0M0.27%102,830CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.0M0.27%68,130CommonSOLE
191216100KOCOCA COLA CO$7.8M0.27%108,979CommonSOLE
00724F101ADBEADOBE INC$7.5M0.25%14,531CommonSOLE
H01301128ALCALCON AG$7.5M0.25%74,849CommonSOLE
863667101SYKSTRYKER CORPORATION$7.4M0.25%20,378CommonSOLE
166764100CVXCHEVRON CORP NEW$7.2M0.24%48,990CommonSOLE
464287234EEMISHARES TR$7.2M0.24%157,267CommonSOLE
87612E106TGTTARGET CORP$6.4M0.22%40,920CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$6.3M0.21%57,978CommonSOLE
464287804IJRISHARES TR$6.2M0.21%52,872CommonSOLE
56035L104MAINMAIN STR CAP CORP$5.8M0.20%116,191CommonSOLE
464287507IJHISHARES TR$5.3M0.18%85,424CommonSOLE
254687106DISDISNEY WALT CO$5.2M0.18%54,125CommonSOLE
464287200IVVISHARES TR$5.2M0.18%8,970CommonSOLE
78463V107GLDSPDR GOLD TR$4.8M0.16%19,625CommonSOLE
278642103EBAYEBAY INC.$4.7M0.16%72,779CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$4.5M0.15%5,088CommonSOLE
25243Q205DEODIAGEO PLC$4.3M0.15%30,943CommonSOLE
025816109AXPAMERICAN EXPRESS CO$3.9M0.13%14,434CommonSOLE
36828A101GEVGE VERNOVA INC$3.8M0.13%14,948CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$3.7M0.13%47,394CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.5M0.12%6,103CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.5M0.12%38,417CommonSOLE
254709108DFSEURDISCOVER FINL SVCS$3.3M0.11%23,522CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$3.0M0.10%66,121CommonSOLE
369550108GDGENERAL DYNAMICS CORP$2.7M0.09%8,957CommonSOLE
532457108LLYELI LILLY & CO$2.4M0.08%2,665CommonSOLE
437076102HDHOME DEPOT INC$2.3M0.08%5,704CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.2M0.08%21,430CommonSOLE
617446448MSMORGAN STANLEY$2.2M0.07%20,875CommonSOLE
743315103PGRPROGRESSIVE CORP$2.1M0.07%8,381CommonSOLE
235851102DHRDANAHER CORPORATION$2.0M0.07%7,310CommonSOLE
464288687PFFISHARES TR$2.0M0.07%59,952CommonSOLE
580135101MCDMCDONALDS CORP$1.9M0.07%6,379CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.9M0.06%19,813CommonSOLE
09260D107BXBLACKSTONE INC$1.8M0.06%12,000CommonSOLE
83444M101SOLVSOLVENTUM CORP$1.8M0.06%25,992CommonSOLE
902973304USBUS BANCORP DEL$1.7M0.06%37,865CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$1.7M0.06%75,316CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$1.6M0.05%7,166CommonSOLE
74340W103PLDPROLOGIS INC.$1.6M0.05%12,645CommonSOLE
806857108SLBSCHLUMBERGER LTD$1.6M0.05%37,448CommonSOLE
871829107SYYSYSCO CORP$1.6M0.05%19,882CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.5M0.05%2,686CommonSOLE
464287671IUSGISHARES TR$1.5M0.05%11,050CommonSOLE
049560105ATOATMOS ENERGY CORP$1.4M0.05%10,000CommonSOLE
09247X101BLKCHFBLACKROCK INC$1.3M0.05%1,418CommonSOLE
00206R102TAT&T INC$1.3M0.04%60,145CommonSOLE
31428X106FDXFEDEX CORP$1.3M0.04%4,752CommonSOLE
25401T603DBRGDIGITALBRIDGE GROUP INC$1.3M0.04%91,878CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.3M0.04%2,203CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$1.3M0.04%5,927CommonSOLE
46432F842IEFAISHARES TR$1.2M0.04%15,609CommonSOLE
097023105BABOEING CO$1.2M0.04%7,952CommonSOLE
146229109CRICARTERS INC$1.2M0.04%18,494CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1.1M0.04%7,103CommonSOLE
855244109SBUXSTARBUCKS CORP$1.1M0.04%11,276CommonSOLE
46090E103QQQINVESCO QQQ TR$1.1M0.04%2,229CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.04%4,337CommonSOLE
49803T300KRGKITE RLTY GROUP TR$1.1M0.04%40,000CommonSOLE
384802104GWWGRAINGER W W INC$986,8700.03%950CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$982,7930.03%1,985CommonSOLE
464286665EPPISHARES INC$918,1920.03%18,800CommonSOLE
780259305SHELSHELL PLC$861,7030.03%13,066CommonSOLE
654106103NKENIKE INC$846,2530.03%9,573CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$825,0550.03%75,005CommonSOLE
25746U109DDOMINION ENERGY INC$789,2960.03%13,658CommonSOLE
260003108DOVDOVER CORP$786,1340.03%4,100CommonSOLE
29273V100ETENERGY TRANSFER L P$755,9230.03%47,098CommonSOLE
87612G101TRGPTARGA RES CORP$755,1470.03%5,102CommonSOLE
92206C714VONVVANGUARD SCOTTSDALE FDS$736,1370.02%8,834CommonSOLE
30303M102METAMETA PLATFORMS INC$713,8330.02%1,247CommonSOLE
16411R208LNGCHENIERE ENERGY INC$698,1390.02%3,882CommonSOLE
31609A404FENIFIDELITY COVINGTON TRUST$664,7100.02%21,952CommonSOLE
922908751VBVANGUARD INDEX FDS$660,3930.02%2,784CommonSOLE
126402106CSWCSW INDUSTRIALS INC$659,5020.02%1,800CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$544,2760.02%4,547CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$523,1850.02%6,500CommonSOLE
189054109CLXCLOROX CO DEL$518,8680.02%3,185CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$499,2820.02%1,180CommonSOLE
78464A755XMESPDR SER TR$490,3250.02%7,695CommonSOLE
464287887IJTISHARES TR$488,2150.02%3,500CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC$484,6290.02%54,088CommonSOLE
876030107TPRTAPESTRY INC$483,8940.02%10,300CommonSOLE
682680103OKEONEOK INC NEW$458,9310.02%5,036CommonSOLE
46434V613IUSBISHARES TR$454,1900.02%9,639CommonSOLE
574599106MASMASCO CORP$444,8820.02%5,300CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$421,8790.01%4,805CommonSOLE
04010L103ARCCARES CAPITAL CORP$418,8000.01%20,000CommonSOLE
N07059210ASMLASML HOLDING N V$416,6250.01%500CommonSOLE
949746101WMT2WELLS FARGO CO NEW$416,5140.01%7,373CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$386,4320.01%2,716CommonSOLE
12135Y108BHRBBURKE HERBERT FINL SVCS CORP$384,4200.01%6,303CommonNONE
46137V738PWVINVESCO EXCHANGE TRADED FD T$381,8280.01%6,547CommonSOLE
372460105GPCGENUINE PARTS CO$377,1360.01%2,700CommonSOLE
461202103INTUINTUIT$376,9470.01%607CommonSOLE
68389X105ORCLORACLE CORP$372,6650.01%2,187CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$370,5980.01%7,745CommonSOLE
554382101MACMACERICH CO$364,8000.01%20,000CommonSOLE
665531307NOGNORTHERN OIL & GAS INC$354,1000.01%10,000CommonSOLE
11135F101AVGOBROADCOM INC$351,9000.01%2,040CommonSOLE
78464A763SDYSPDR SER TR$340,7540.01%2,399CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$337,7010.01%3,249CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$337,5130.01%4,030CommonSOLE
G29183103ETNEATON CORP PLC$334,7540.01%1,010CommonSOLE
075887109BDXBECTON DICKINSON & CO$327,4140.01%1,358CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$327,0210.01%1,883CommonSOLE
29364G103ETRENTERGY CORP NEW$323,8920.01%2,461CommonSOLE
000957100ABMABM INDS INC$321,8360.01%6,100CommonSOLE
91913Y100VLOVALERO ENERGY CORP$315,1600.01%2,334CommonSOLE
835495102SONSONOCO PRODS CO$314,3410.01%5,754CommonSOLE
46434V878ICSHISHARES TR$298,0470.01%5,874CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$279,0120.01%7,283CommonSOLE
05969A105TBBKBANCORP INC DEL$267,5000.01%5,000CommonSOLE
654902204NOKNOKIA CORP$266,5700.01%61,000CommonSOLE
464287630IWNISHARES TR$262,5750.01%1,574CommonSOLE
85208M102SFMSPROUTS FMRS MKT INC$261,0090.01%2,364CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$252,2480.01%738CommonSOLE
464287499IWRISHARES TR$246,3510.01%2,795CommonSOLE
205768302CRKCOMSTOCK RES INC$244,8600.01%22,000CommonSOLE
384109104GGGGRACO INC$240,6380.01%2,750CommonSOLE
464287408IVEISHARES TR$231,6750.01%1,175CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$231,3720.01%1,200CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$220,8780.01%3,506CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$220,7250.01%2,477CommonSOLE
64110L106NFLXNETFLIX INC$218,4550.01%308CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$217,4680.01%5,559CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$212,3500.01%202CommonSOLE
375558103GILDGILEAD SCIENCES INC$210,6900.01%2,513CommonSOLE
92556V106VTRSVIATRIS INC$206,5620.01%17,792CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$202,0430.01%5,967CommonSOLE
959802109WUWESTERN UN CO$201,0210.01%16,850CommonSOLE
459044103IBOCINTERNATIONAL BANCSHARES COR$193,8390.01%3,242CommonNONE
432748101HTHHILLTOP HOLDINGS INC$192,9600.01%6,000CommonSOLE
78464A870XBISPDR SER TR$192,6600.01%1,950CommonSOLE
N00985106AERAERCAP HOLDINGS NV$188,3980.01%1,989CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$188,0040.01%3,560CommonSOLE
464287176TIPISHARES TR$184,4850.01%1,670CommonSOLE
038222105AMATAPPLIED MATLS INC$183,2590.01%907CommonSOLE
47103U852JMBSJANUS DETROIT STR TR$181,9820.01%3,901CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$180,6790.01%1,761CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$179,7460.01%8,137CommonSOLE
464287309IVWISHARES TR$175,4140.01%1,832CommonSOLE
09062X103BIIBBIOGEN INC$174,4560.01%900CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$171,9010.01%954CommonSOLE
055622104BPBP PLC$163,2280.01%5,200CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$161,3500.01%700CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$158,3070.01%1,373CommonSOLE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$158,2590.01%10,862CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$157,2620.01%1,259CommonSOLE
464288653TLHISHARES TR$152,7340.01%1,397CommonSOLE
464287192IYTISHARES TR$151,6020.01%2,200CommonSOLE
150870103CECELANESE CORP DEL$149,4200.01%1,099CommonSOLE
92338C103VLTOVERALTO CORP$145,8040.00%1,303CommonSOLE
88160R101TSLATESLA INC$143,8970.00%550CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$142,3770.00%4,891CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$141,6360.00%3,918CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$139,9450.00%260CommonSOLE
200340107CMACOMERICA INC$137,7930.00%2,300CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$137,0310.00%2,060CommonSOLE
22052L104CTVACORTEVA INC$136,9900.00%2,330CommonSOLE
89151E109TTENTOTALENERGIES SE$136,2840.00%2,109CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$133,8410.00%1,044CommonSOLE
570535104MKLMARKEL GROUP INC$131,7610.00%84CommonSOLE
244199105DEDEERE & CO$129,3720.00%310CommonSOLE
922908744VTVVANGUARD INDEX FDS$128,6500.00%737CommonSOLE
34959J108FTVFORTIVE CORP$127,1560.00%1,611CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$122,9200.00%612CommonSOLE
726503105PAAPLAINS ALL AMERN PIPELINE L$122,4590.00%7,050CommonSOLE
260557103DOWDOW INC$121,0730.00%2,216CommonSOLE
46434G848PICKISHARES INC$120,9880.00%2,800CommonSOLE
464287598IWDISHARES TR$120,7130.00%636CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$118,9350.00%500CommonSOLE
67066G104NVDANVIDIA CORPORATION$115,9750.00%955CommonSOLE
115637209BF/BBROWN FORMAN CORP$115,7900.00%2,353CommonSOLE
46434G822EWJISHARES INC$110,8870.00%1,550CommonSOLE
464288638IGIBISHARES TR$110,2870.00%2,053CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$109,8020.00%469CommonSOLE
923451108VBTXVERITEX HLDGS INC$105,0170.00%3,990CommonSOLE
92206C664VTWOVANGUARD SCOTTSDALE FDS$104,4620.00%1,169CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$103,9590.00%272CommonSOLE
46434G103IEMGISHARES INC$101,3860.00%1,766CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$101,1400.00%407CommonSOLE
92939U106WECWEC ENERGY GROUP INC$100,8930.00%1,049CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$100,8020.00%681CommonSOLE
09225M101BSMBLACK STONE MINERALS L P$100,6570.00%6,666CommonSOLE
98419M100XYLXYLEM INC$98,9770.00%733CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$98,6680.00%3,330CommonSOLE
406216101HALHALLIBURTON CO$95,8650.00%3,300CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$95,6560.00%365CommonSOLE
45782C359EAPRINNOVATOR ETFS TRUST$93,9320.00%3,479CommonSOLE
487836108KKELLANOVA$93,6240.00%1,160CommonSOLE
172967424CCITIGROUP INC$93,0860.00%1,487CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$91,1100.00%844CommonSOLE
92189F643MOATVANECK ETF TRUST$87,7400.00%905CommonSOLE
97717Y527USFRWISDOMTREE TR$86,9810.00%1,732CommonSOLE
922908595VBKVANGUARD INDEX FDS$85,8410.00%321CommonSOLE
922908611VBRVANGUARD INDEX FDS$84,7850.00%422CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$84,5930.00%6,833CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$84,3560.00%421CommonSOLE
848574109S9QSPIRIT AEROSYSTEMS HLDGS INC$81,2750.00%2,500CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$80,2400.00%227CommonSOLE
81369Y704XLISELECT SECTOR SPDR TR$80,0450.00%591CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$79,0650.00%281CommonSOLE
29362U104ENTGENTEGRIS INC$77,7050.00%691CommonSOLE
233331107DTEDTE ENERGY CO$77,5600.00%604CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$77,5220.00%1,003CommonSOLE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$75,1630.00%875CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$74,4440.00%1,123CommonSOLE
345370860FFORD MTR CO$73,9200.00%7,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$73,3760.00%619CommonSOLE
253868103DLRDIGITAL RLTY TR INC$71,5290.00%442CommonSOLE
37733W204GSKGSK PLC$68,1880.00%1,668CommonSOLE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$66,3140.00%1,759CommonSOLE
438516106HONHONEYWELL INTL INC$65,3200.00%316CommonSOLE
746823103PMMPUTNAM MANAGED MUN INCOME TR$65,2300.00%10,020CommonSOLE
464287481IWPISHARES TR$64,5100.00%550CommonSOLE
46138M109FXBINVESCO CURRENCYSHARES BRIT$63,7530.00%495CommonSOLE
929740108WABWABTEC$63,0740.00%347CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$63,0240.00%271CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$61,8570.00%100CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$60,8520.00%1,196CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$60,5700.00%600CommonSOLE
25820R105DMLPDORCHESTER MINERALS LP$60,3000.00%2,000CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$60,1860.00%1,400CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$59,9710.00%911CommonSOLE
03743Q108APAAPA CORPORATION$59,1930.00%2,420CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$58,8960.00%3,600CommonSOLE
704326107PAYXPAYCHEX INC$57,1650.00%426CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$57,0300.00%3,000CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$56,9740.00%6,906CommonSOLE
136385101CNQCANADIAN NAT RES LTD$56,8560.00%1,712CommonSOLE
46434V456IQLTISHARES TR$56,5920.00%1,364CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$56,5700.00%481CommonSOLE
464287242LQDISHARES TR$56,4900.00%500CommonSOLE
464287325IXJISHARES TR$55,6570.00%567CommonSOLE
46429B671MCHIISHARES TR$55,5940.00%1,092CommonSOLE
36467W109GMEGAMESTOP CORP NEW$55,0320.00%2,400CommonSOLE
806407102HSICHENRY SCHEIN INC$54,6750.00%750CommonSOLE
140501107CSWCCAPITAL SOUTHWEST CORP$54,0190.00%2,136CommonSOLE
82889N848SPBCSIMPLIFY EXCHANGE TRADED FUN$53,3290.00%1,467CommonSOLE
15872M104APY1EURCHAMPIONX CORPORATION$52,7630.00%1,750CommonSOLE
464288661IEIISHARES TR$51,3110.00%429CommonSOLE
457187102INGRINGREDION INC$50,9870.00%371CommonSOLE
46429B267GOVTISHARES TR$50,6050.00%2,158CommonSOLE
85208P303URNMSPROTT FDS TR$50,4680.00%1,100CommonSOLE
33734X143FXHFIRST TR EXCHANGE TRADED FD$50,3380.00%450CommonSOLE
34965K107FTREFORTREA HLDGS INC$50,0000.00%2,500CommonSOLE
78468R853SPSMSPDR SER TR$49,5600.00%1,089CommonSOLE
58155Q103MCKMCKESSON CORP$49,4420.00%100CommonSOLE
11271J107BNBROOKFIELD CORP$49,1640.00%925CommonSOLE
46137R109IMVPINVESCO INDIA EXCHANGE-TRADE$48,9520.00%1,594CommonSOLE
46434G764EMXCISHARES INC$48,2770.00%790CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$48,0260.00%178CommonSOLE
464287457SHYISHARES TR$47,3960.00%570CommonSOLE
91912E105VALEVALE S A$46,7200.00%4,000CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$46,3370.00%1,575CommonSOLE
009158106APDAIR PRODS & CHEMS INC$44,6610.00%150CommonSOLE
861012102STMSTMICROELECTRONICS N V$44,5950.00%1,500CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$44,1790.00%239CommonSOLE
209115104EDCONSOLIDATED EDISON INC$44,1510.00%424CommonSOLE
89832Q109TFCTRUIST FINL CORP$43,7540.00%1,023CommonSOLE
747316107KWRQUAKER HOUGHTON$43,3020.00%257CommonSOLE
80105N105SNYSANOFI$43,2230.00%750CommonSOLE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$41,7920.00%705CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$41,6240.00%1,100CommonSOLE
427866108HSYHERSHEY CO$41,4240.00%216CommonSOLE
49177J102KVUEKENVUE INC$41,2180.00%1,782CommonSOLE
29250N105ENBENBRIDGE INC$40,6910.00%1,002CommonSOLE
219350105GLWCORNING INC$40,6350.00%900CommonSOLE
64111Q104NTGRNETGEAR INC$40,1200.00%2,000CommonSOLE
46436E718SGOVISHARES TR$39,4820.00%392CommonSOLE
38748G101BARGRANITESHARES GOLD TR$39,3960.00%1,517CommonSOLE
149123101CATCATERPILLAR INC$39,1120.00%100CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$38,6960.00%105CommonSOLE
46432F339QUALISHARES TR$38,5500.00%215CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$38,4830.00%148CommonSOLE
670928100NUVNUVEEN MUN VALUE FD INC$38,4700.00%4,265CommonSOLE
988498101YUMYUM BRANDS INC$37,7220.00%270CommonSOLE
464287614IWFISHARES TR$37,5380.00%100CommonSOLE
68235P108OGSONE GAS INC$37,2100.00%500CommonSOLE
904767704UNILEVER PLC$36,1180.00%556CommonSOLE
95040Q104WELLWELLTOWER INC$36,1040.00%282CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$35,2770.00%215CommonSOLE
68622V106OGNORGANON & CO$35,0070.00%1,830CommonSOLE
46138E511PGXINVESCO EXCH TRADED FD TR II$34,2710.00%2,775CommonSOLE
550424105LUMINAR TECHNOLOGIES INC$33,1310.00%36,825CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$32,6400.00%298CommonSOLE
72352L106PINSPINTEREST INC$32,3700.00%1,000CommonSOLE
49926D109KNKNOWLES CORP$31,5530.00%1,750CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$31,3820.00%850CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$31,3640.00%525CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$31,3600.00%800CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$31,2930.00%86CommonSOLE
500767736IVOLKRANESHARES TRUST$31,2620.00%1,624CommonSOLE
833034101SNASNAP ON INC$30,1300.00%104CommonSOLE
464286608EZUISHARES INC$29,9280.00%573CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$29,0190.00%1,227CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$28,7700.00%300CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$28,4900.00%5,850CommonSOLE
636180101NFGNATIONAL FUEL GAS CO$28,4260.00%469CommonSOLE
00123Q104AGNCAGNC INVT CORP$28,3680.00%2,712CommonSOLE
127097103CTRACOTERRA ENERGY INC$28,0930.00%1,173CommonSOLE
464288760ITAISHARES TR$27,5340.00%184CommonSOLE
H2906T109GRMNGARMIN LTD$27,1090.00%154CommonSOLE
37959E102GLGLOBE LIFE INC$26,9010.00%254CommonSOLE
03073E105CORCENCORA INC$26,7850.00%119CommonSOLE
493267108KEYKEYCORP$26,5320.00%1,584CommonSOLE
45782C599KOCTINNOVATOR ETFS TRUST$26,4740.00%872CommonSOLE
247361702DALDELTA AIR LINES INC DEL$25,3950.00%500CommonSOLE
688239201OSKOSHKOSH CORP$25,3530.00%253CommonSOLE
69344A107PULSPGIM ETF TR$24,4920.00%492CommonSOLE
92206C730VONEVANGUARD SCOTTSDALE FDS$24,1870.00%93CommonSOLE
693506107PPGPPG INDS INC$23,8430.00%180CommonSOLE
046353108AZNNASTRAZENECA PLC$23,3730.00%300CommonSOLE
922908629VOVANGUARD INDEX FDS$23,2480.00%88CommonSOLE
45687V106IRINGERSOLL RAND INC$23,0680.00%235CommonSOLE
78464A698KRESPDR SER TR$22,6400.00%400CommonSOLE
067901108ABXBARRICK GOLD CORP$22,5550.00%1,134CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$22,5250.00%1,250CommonSOLE
12541W209CHRWC H ROBINSON WORLDWIDE INC$22,5150.00%204CommonSOLE
72369J102XPHDXPIONEER FLOATING RATE FUND I$22,2750.00%2,250CommonSOLE
637417106NNNNNN REIT INC$21,5300.00%444CommonSOLE
75970E107RNSTRENASANT CORP$21,3850.00%658CommonSOLE
78409V104SPGIS&P GLOBAL INC$21,1810.00%41CommonSOLE
464288737KXIISHARES TR$20,5140.00%312CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$20,4900.00%138CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$20,1260.00%341CommonSOLE
770323103RHIROBERT HALF INC.$19,1440.00%284CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$18,7870.00%366CommonSOLE
036752103ELVELEVANCE HEALTH INC$18,2000.00%35CommonSOLE
62955J103NOVNOV INC$17,4390.00%1,092CommonSOLE
438128308HMCHONDA MOTOR LTD$17,4200.00%549CommonSOLE
67075A106XJPIXNUVEEN PFD SECS & INC OPPTY$16,6560.00%800CommonSOLE
902494103TSNTYSON FOODS INC$16,3790.00%275CommonSOLE
922908736VUGVANGUARD INDEX FDS$16,1640.00%42CommonSOLE
576485205MTDRMATADOR RES CO$16,0620.00%325CommonSOLE
443201108HWMHOWMET AEROSPACE INC$16,0400.00%160CommonSOLE
918204108VFCV F CORP$15,9600.00%800CommonSOLE
30161N101EXCEXELON CORP$15,9360.00%393CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$15,3060.00%200CommonSOLE
G87110105FTITECHNIPFMC PLC$15,2130.00%580CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$15,1450.00%210CommonSOLE
526057104LENLENNAR CORP$14,9980.00%80CommonSOLE
571903202MARMARRIOTT INTL INC NEW$14,9160.00%60CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$14,7890.00%208CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$13,6060.00%35CommonSOLE
42330P107HLXHELIX ENERGY SOLUTIONS GRP I$12,8760.00%1,160CommonSOLE
464288729EXIISHARES TR$12,7930.00%86CommonSOLE
400764106GNTYUSDGUARANTY BANCSHARES INC TEX$12,4800.00%363CommonSOLE
26875P101EOGEOG RES INC$12,2930.00%100CommonSOLE
46641Q225BBCAJ P MORGAN EXCHANGE TRADED F$12,1450.00%168CommonSOLE
46137V381RSPDINVESCO EXCHANGE TRADED FD T$12,0370.00%231CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$12,0010.00%167CommonSOLE
59156R108METMETLIFE INC$11,3820.00%138CommonSOLE
21867A105CLBCORE LABORATORIES INC$11,1180.00%600CommonSOLE
624756102MLIMUELLER INDS INC$10,8190.00%146CommonSOLE
405552100HLNHALEON PLC$10,7600.00%1,017CommonSOLE
78463X541GNRSPDR INDEX SHS FDS$10,0920.00%175CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$9,9040.00%220CommonSOLE
172908105CTASCINTAS CORP$9,8820.00%48CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$9,6350.00%120CommonSOLE
50050N103KTBKONTOOR BRANDS INC$9,3230.00%114CommonSOLE
G25508105CRHCRH PLC$9,2740.00%100CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8,8680.00%50CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$8,7740.00%60CommonSOLE
92214X106VREXVAREX IMAGING CORP$8,7490.00%734CommonSOLE
464288414MUBISHARES TR$8,1470.00%75CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7,9010.00%16CommonSOLE
816851109SRESEMPRA$7,6940.00%92CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$7,3480.00%60CommonSOLE
78468R663BILSPDR SER TR$7,3450.00%80CommonSOLE
803054204SAPSAP SE$7,3310.00%32CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$7,1760.00%174CommonSOLE
88224Q107TCBITEXAS CAP BANCSHARES INC$7,1460.00%100CommonSOLE
88162F105TTITETRA TECHNOLOGIES INC DEL$6,9750.00%2,250CommonSOLE
126408103CSXCSX CORP$6,9060.00%200CommonSOLE
69351T106PPLPPL CORP$6,7150.00%203CommonSOLE
460146103IPINTERNATIONAL PAPER CO$6,4970.00%133CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$6,2400.00%26CommonSOLE
464287101OEFISHARES TR$6,1220.00%22CommonSOLE
552953101MGMMGM RESORTS INTERNATIONAL$5,8640.00%150CommonSOLE
845467109SWN1EURSOUTHWESTERN ENERGY CO$5,6880.00%800CommonSOLE
922908769VTIVANGUARD INDEX FDS$5,6630.00%20CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC$5,6100.00%500CommonSOLE
67011P100DNOWDNOW INC$5,3920.00%417CommonSOLE
874060205TAKTAKEDA PHARMACEUTICAL CO LTD$5,2900.00%372CommonSOLE
256746108DLTRDOLLAR TREE INC$5,2740.00%75CommonSOLE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$5,1710.00%477CommonSOLE
125896100CMSCMS ENERGY CORP$5,1560.00%73CommonSOLE
92942W107KLGWK KELLOGG CO$4,9620.00%290CommonSOLE
00130H105AESAES CORP$4,7740.00%238CommonSOLE
76129W105RVPRETRACTABLE TECHNOLOGIES INC$4,6980.00%6,100CommonSOLE
74934Q108RICKRCI HOSPITALITY HLDGS INC$4,4550.00%100CommonSOLE
771049103RBLXROBLOX CORP$4,4260.00%100CommonSOLE
29082K105EMBCEMBECTA CORP$4,2300.00%300CommonNONE
922908637VVVANGUARD INDEX FDS$4,2130.00%16CommonSOLE
87507T101TBNTAMBORAN RES CORP$4,0640.00%200CommonSOLE
464288273SCZISHARES TR$4,0530.00%60CommonSOLE
136375102CNICANADIAN NATL RY CO$3,9830.00%34CommonSOLE
69331C108PCGPG&E CORP$3,9740.00%201CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$3,7160.00%46CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3,6960.00%7CommonSOLE
86164T107EDFVIRTUS STONE HBR EMRG MKTS I$3,1440.00%600CommonSOLE
02376R102AALAMERICAN AIRLS GROUP INC$3,0350.00%270CommonSOLE
670837103OGEOGE ENERGY CORP$3,0350.00%74CommonSOLE
464286400EWZISHARES INC$2,9490.00%100CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$2,8740.00%26CommonSOLE
832696405SJMSMUCKER J M CO$2,6640.00%22CommonSOLE
29444U700EQIXEQUINIX INC$2,6630.00%3CommonSOLE
565849106MRO*MARATHON OIL CORP$2,6630.00%100CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$2,6480.00%11CommonSOLE
65473P105NINISOURCE INC$2,5640.00%74CommonSOLE
92912T100XIGDXVOYA GLBL EQTY DIV & PREM OP$2,5610.00%454CommonSOLE
67421J108OATLY GROUP AB$2,5200.00%2,950CommonSOLE
023608102AEEAMEREN CORP$2,3610.00%27CommonSOLE
22822V101CCICROWN CASTLE INC$2,2540.00%19CommonSOLE
92857W308VODVODAFONE GROUP PLC NEW$2,0840.00%208CommonSOLE
962879102WPMWHEATON PRECIOUS METALS CORP$2,0770.00%34CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$1,9640.00%66CommonSOLE
30040W108ESEVERSOURCE ENERGY$1,8370.00%27CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$1,8050.00%170CommonSOLE
05350V106AVNSAVANOS MED INC$1,8020.00%75CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$1,6160.00%66CommonSOLE
74347G416PROSHARES TR$1,5470.00%75CommonSOLE
018522300AEBAALLETE INC$1,4120.00%22CommonSOLE
736508847PORPORTLAND GEN ELEC CO$1,3410.00%28CommonSOLE
85210B102SGDMSPROTT ETF TRUST$1,2390.00%40CommonSOLE
83304A106SNAPSNAP INC$1,0700.00%100CommonSOLE
65341B106XIFRNEXTERA ENERGY PARTNERS LP$9940.00%36CommonSOLE

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.