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Costello Asset Management, INC

Q1 2026 · 13F-HR

Costello Asset Management, INCholdings as filed

Filed 2026-04-30 · accession 0001760145-26-000003

$289.2M
Reported value
685
Positions
2026-03-31
Period end
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Holdings as filed

First 500 of 685

CUSIPTickerIssuerValue% port.SharesClassVoting
023135106AMZNAMAZON COM INC$23.4M8.09%112,353CommonNONE
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02079K305GOOGLALPHABET INC$17.0M5.88%59,162CommonNONE
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02079K107GOOGALPHABET INC$13.5M4.66%46,995CommonNONE
478160104JNJJOHNSON & JOHNSON$11.2M3.88%45,957CommonNONE
532457108LLYELI LILLY & CO$9.2M3.18%10,010CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.7M2.68%16,146CommonNONE
92826C839VVISA INC$7.7M2.67%25,584CommonNONE
64110L106NFLXNETFLIX INC.$6.9M2.39%71,918CommonNONE
82846H405QXOQXO INC$4.8M1.67%248,955CommonNONE
58155Q103MCKMCKESSON CORP$4.5M1.54%5,145CommonNONE
043113208ARTNAARTESIAN RES CORP$4.2M1.45%131,483CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$4.2M1.44%57,820CommonNONE
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136375102CNICANADIAN NATL RY CO$4.0M1.39%39,240CommonNONE
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126408103CSXCSX CORP$3.5M1.20%84,604CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$3.4M1.17%54,018CommonNONE
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872540109TJXTJX COS INC NEW$3.0M1.05%19,030CommonNONE
609207105MDLZMONDELEZ INTL INC$2.9M1.00%50,313CommonNONE
713448108PEPPEPSICO INC$2.8M0.96%17,834CommonNONE
931142103WMTWALMART INC$2.6M0.91%21,147CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.5M0.87%8,568CommonNONE
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92343V104VZVERIZON COMMUNICATIONS INC$2.1M0.72%41,318CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.9M0.67%1,954CommonNONE
717081103PFEPFIZER INC$1.9M0.65%67,056CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.61%14,608CommonNONE
78464A672SPTISPDR SERIES TRUST$1.5M0.53%53,787CommonNONE
58733R102MELIMERCADOLIBRE INC$1.5M0.53%891CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.53%2,677CommonNONE
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46436E718SGOVISHARES TR$1.4M0.49%13,989CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.44%1,444CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.2M0.42%12,781CommonNONE
65339F101NEENEXTERA ENERGY INC$1.2M0.41%12,872CommonNONE
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30161N101EXCEXELON CORP$843,3710.29%17,205CommonNONE
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11135F101AVGOBROADCOM INC$746,2290.26%2,411CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$739,3400.26%25,381CommonNONE
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025816109AXPAMERICAN EXPRESS CO$695,9430.24%2,301CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$682,1510.24%5,210CommonNONE
539830109LMTLOCKHEED MARTIN CORP$669,0600.23%1,107CommonNONE
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149123101CATCATERPILLAR INC$634,0720.22%895CommonNONE
92537N108VRTVERTIV HOLDINGS CO$625,6980.22%2,497CommonNONE
31428X106FDXFEDEX CORP$605,5060.21%1,700CommonNONE
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30231G102XOMEXXON MOBIL CORP$591,7040.20%3,488CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$571,9550.20%3,910CommonNONE
191216100KOCOCA COLA CO$565,3070.20%7,433CommonNONE
773903109ROKROCKWELL AUTOMATION INC$502,4320.17%1,400CommonNONE
464287655IWMISHARES TR$500,1790.17%2,017CommonNONE
68389X105ORCLORACLE CORP$492,7360.17%3,349CommonNONE
042068205ARMARM HOLDINGS PLC$492,7190.17%3,257CommonNONE
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316092337FFLGFIDELITY COVINGTON TRUST$462,8420.16%16,643CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$461,7370.16%2,147CommonNONE
697435105PANWPALO ALTO NETWORKS INC$459,6370.16%2,867CommonNONE
922908769VTIVANGUARD INDEX FDS$439,3330.15%1,369CommonNONE
437076102HDHOME DEPOT INC$421,6940.15%1,282CommonNONE
718172109PMPHILIP MORRIS INTL INC$403,7860.14%2,442CommonNONE
369604301GEGE AEROSPACE$371,4250.13%1,309CommonNONE
00206R102TAT&T INC$367,4770.13%12,676CommonNONE
756158101UTGREAVES UTIL INCOME FD$355,4920.12%9,050CommonNONE
88160R101TSLATESLA INC$340,5230.12%916CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$336,0920.12%13,108CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$314,0880.11%639CommonNONE
461202103INTUINTUIT$309,1520.11%715CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$305,5630.11%3,727CommonNONE
907818108UNPUNION PAC CORP$300,8490.10%1,240CommonNONE
194162103CLCOLGATE PALMOLIVE CO$295,2900.10%3,465CommonNONE
482480100KLACKLA CORP$294,4820.10%200CommonNONE
92189F676SMHVANECK ETF TRUST$293,1700.10%765CommonNONE
278277108EOSEATON VANCE ENHANCED EQUITY$287,2800.10%14,041CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$279,6610.10%3,672CommonNONE
75513E101RTXRTX CORPORATION$276,8960.10%1,435CommonNONE
00287Y109ABBVABBVIE INC$275,8060.10%1,268CommonNONE
128030202CALMCAL MAINE FOODS INC$272,6720.09%3,445CommonNONE
00724F101ADBEADOBE INC$263,9850.09%1,086CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$263,0120.09%589CommonNONE
110448107BTIBRITISH AMERN TOB PLC$246,0420.09%4,208CommonNONE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$244,3980.08%515CommonNONE
690742101OCOWENS CORNING NEW$240,7900.08%2,225CommonNONE
512807306LRCXLAM RESEARCH CORP$237,1630.08%1,110CommonNONE
97717W307DLNWISDOMTREE TR$236,3500.08%2,646CommonNONE
03027X100AMTAMERICAN TOWER CORP$231,8990.08%1,344CommonNONE
46434V621DGROISHARES TR$224,9970.08%3,206CommonNONE
254687106DISDISNEY WALT CO$223,1730.08%2,316CommonNONE
629377508NRGNRG ENERGY INC$220,3750.08%1,508CommonNONE
219350105GLWCORNING INC$217,7370.08%1,601CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$216,5460.07%1,100CommonNONE
50189K103LCIILCI INDS$216,4450.07%1,760CommonNONE
548661107LOWLOWES COS INC$212,7310.07%900CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$211,4010.07%612CommonNONE
46429B267GOVTISHARES TR$208,2170.07%9,088CommonNONE
988498101YUMYUM BRANDS INC$207,9100.07%1,337CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$206,9910.07%22,948CommonNONE
368736104GNRCGENERAC HLDGS INC$201,9710.07%1,034CommonNONE
921909768VXUSVANGUARD STAR FDS$192,3890.07%2,495CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$182,3760.06%752CommonNONE
701094104PHPARKER-HANNIFIN CORP$179,0480.06%200CommonNONE
244199105DEDEERE & CO$176,8490.06%314CommonNONE
384637104GHCGRAHAM HLDGS CO$176,5620.06%167CommonNONE
G3730V105FTAIFTAI AVIATION LTD$176,4000.06%720CommonNONE
87422Q109TLNTALEN ENERGY CORP$174,3000.06%546CommonNONE
704326107PAYXPAYCHEX INC$162,5920.06%1,765CommonNONE
427866108HSYHERSHEY CO$160,3830.06%771CommonNONE
464288752ITBISHARES TR$160,2730.06%1,770CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$159,0770.05%2,825CommonNONE
872590104TMUST-MOBILE US INC$157,3120.05%749CommonNONE
78464A409SPYGSPDR SERIES TRUST$156,1710.05%1,595CommonNONE
98389B100XELXCEL ENERGY INC$152,0500.05%1,914CommonNONE
78464A763SDYSPDR SERIES TRUST$151,3400.05%1,037CommonNONE
98419M100XYLXYLEM INC$151,2740.05%1,266CommonNONE
90384S303ULTAULTA BEAUTY INC$150,5400.05%288CommonNONE
369550108GDGENERAL DYNAMICS CORP$149,3010.05%435CommonNONE
892356106TSCOTRACTOR SUPPLY CO$149,1450.05%3,292CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$145,4320.05%4,768CommonNONE
78463V107GLDSPDR GOLD TR$144,1470.05%335CommonNONE
49177J102KVUEKENVUE INC$143,9240.05%8,348CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$143,8740.05%170CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$143,6290.05%425CommonNONE
891160509TDTORONTO DOMINION BK ONT$139,9650.05%1,500CommonNONE
G29183103ETNEATON CORP PLC$139,4910.05%390CommonNONE
101507101STEWSRH TOTAL RETURN FUND INC$137,5620.05%8,045CommonNONE
02209S103MOALTRIA GROUP INC$134,1760.05%2,033CommonNONE
29446M102EQNREQUINOR ASA$132,5080.05%3,140CommonNONE
464287119ILCGISHARES TR$131,4860.05%1,377CommonNONE
624756102MLIMUELLER INDS INC$131,1870.05%1,184CommonNONE
237194105DRIDARDEN RESTAURANTS INC$131,1240.05%669CommonNONE
464287200IVVISHARES TR$129,8780.04%199CommonNONE
464287614IWFISHARES TR$128,3460.04%301CommonNONE
855244109SBUXSTARBUCKS CORP$128,0960.04%1,430CommonNONE
00326A104SGOLETFS GOLD TR$122,7500.04%2,751CommonNONE
N07059210ASMLASML HLDG NV$121,5160.04%92CommonNONE
756109104OREALTY INCOME CORP$120,3280.04%1,967CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$118,5800.04%722CommonNONE
580135101MCDMCDONALDS CORP$115,9250.04%373CommonNONE
077454106BDCBELDEN INC$114,8300.04%1,000CommonNONE
002824100ABTABBOTT LABORATORIES$114,1520.04%1,112CommonNONE
125896100CMSCMS ENERGY CORP$109,2330.04%1,408CommonNONE
20030N101CMCSACOMCAST CORP NEW$107,3280.04%3,738CommonNONE
668074305NWENORTHWESTERN ENERGY GROUP IN$106,1630.04%1,610CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$106,0830.04%172CommonNONE
20825C104COPCONOCOPHILLIPS$105,6000.04%800CommonNONE
464289883AOKISHARES TR$105,1100.04%2,635CommonNONE
747525103QCOMQUALCOMM INC$105,0690.04%816CommonNONE
15643U104LEUCENTRUS ENERGY CORP$104,1540.04%600CommonNONE
040413205ANETARISTA NETWORKS INC$103,1350.04%840CommonNONE
031162100AMGNAMGEN INC$101,8470.04%289CommonNONE
375558103GILDGILEAD SCIENCES INC$101,0430.03%725CommonNONE
189054109CLXCLOROX CO DEL$94,3830.03%911CommonNONE
781846209RUSHARUSH ENTERPRISES INC$92,5540.03%1,400CommonNONE
278642103EBAYEBAY INC.$92,1860.03%1,013CommonNONE
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46436E858IBTGISHARES TR$90,5750.03%3,953CommonNONE
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46436E841IBTHISHARES TR$88,4110.03%3,942CommonNONE
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13321L108CCJCAMECO CORP$86,8880.03%800CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$86,7940.03%200CommonNONE
892331307TMTOYOTA MOTOR CORP$86,5580.03%420CommonNONE
98978V103ZTSZOETIS INC$86,0840.03%728CommonNONE
74743L100QQNITY ELECTRONICS INC$85,0350.03%737CommonNONE
921910873MGCVANGUARD WORLD FD$83,3570.03%353CommonNONE
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494368103KMBKIMBERLY-CLARK CORP$76,8870.03%797CommonNONE
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35671D857FCXFREEPORT MCMORAN INC$70,5360.02%1,200CommonNONE
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50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$63,4590.02%900CommonNONE
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43300A203HLTHILTON WORLDWIDE HLDGS INC$61,4730.02%202CommonNONE
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651639106NEMNEWMONT CORP$55,7390.02%515CommonNONE
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736508847PORPORTLAND GEN ELEC CO$33,4410.01%634CommonNONE
670972108XNQPXNUVEEN PA INVT QUALITY MUN F$33,3770.01%2,798CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$33,2240.01%43CommonNONE
863667101SYKSTRYKER CORPORATION$32,8590.01%100CommonNONE
06849F108BBARRICK MNG CORP$32,6320.01%800CommonNONE
088606108BHPBHP BILLITON LIMITED$32,4030.01%445CommonNONE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$32,3800.01%400CommonNONE
031100100AMEAMETEK INC$32,3680.01%151CommonNONE
30161Q104EXELEXELIXIS INC$32,1680.01%750CommonNONE
69331C108PCGPG&E CORP$32,0830.01%1,826CommonNONE
28176E108EWEDWARDS LIFESCIENCES CORP$32,0320.01%400CommonNONE
67066G904NVDANVIDIA CORPORATION$31,6870.01%5CommonNONE
949746101WMT2WELLS FARGO & CO$31,6850.01%398CommonNONE
29355A107ENPHENPHASE ENERGY INC$31,6090.01%836CommonNONE
03073E105CORCENCORA INC$31,4140.01%100CommonNONE
878742204TECKTECK RESOURCES LTD$31,0500.01%600CommonNONE
75134P600METCRAMACO RES INC$30,9200.01%2,000CommonNONE
00214Q807ARKXARK ETF TR$30,8180.01%1,050CommonNONE
574599106MASMASCO CORP$30,6790.01%508CommonNONE
724078209PIPRPIPER SANDLER COMPANIES$30,6200.01%400CommonNONE
759509102RSRELIANCE INC$30,3920.01%100CommonNONE
69374H881COWZPACER FDS TR$30,2660.01%484CommonNONE
45867G101IDCCINTERDIGITAL INC$30,2000.01%100CommonNONE
749685103RPMRPM INTL INC$29,8200.01%300CommonNONE
806857108SLBSLB LIMITED$29,8060.01%580CommonNONE
52110M109LAZLAZARD INC$29,7360.01%700CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$28,7300.01%229CommonNONE
H17182108CRSPCRISPR THERAPEUTICS AG$28,5420.01%600CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$28,4170.01%217CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$28,2320.01%356CommonNONE
929328102WSFSWSFS FINL CORP$28,1480.01%430CommonNONE
12503M108CBOECBOE GLOBAL MKTS INC$28,1070.01%100CommonNONE
005098108GOLFACUSHNET HLDGS CORP$28,0440.01%300CommonNONE
783859101STBAS & T BANCORP INC$27,8590.01%666CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$27,7870.01%100CommonNONE
79466L302CRMSALESFORCE INC$27,6610.01%148CommonNONE
46137V142PHOINVESCO EXCHANGE TRADED FD T$27,5700.01%412CommonNONE
422806109HEIHEICO CORP NEW$27,4200.01%100CommonNONE
F92124100TTETOTALENERGIES SE$27,2940.01%300CommonNONE
92189F437ANGLVANECK ETF TRUST$27,1550.01%946CommonNONE
464288372IGFISHARES TR$27,1250.01%405CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$26,8360.01%1,084CommonNONE
35086T109FCPTFOUR CORNERS PPTY TR INC$26,6920.01%1,129CommonNONE
278865100ECLECOLAB INC$26,6020.01%100CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$26,2160.01%200CommonNONE
808524722SCHKSCHWAB STRATEGIC TR$25,6390.01%818CommonNONE
477839104JBTMJBT MAREL CORPORATION$25,5740.01%200CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$25,4290.01%125CommonNONE
922908751VBVANGUARD INDEX FDS$25,1440.01%96CommonNONE
04280A100ARWRARROWHEAD PHARMACEUTICALS IN$25,0800.01%400CommonNONE
594972408MSTRSTRATEGY INC$24,9600.01%200CommonNONE
227046109CROXCROCS INC$24,9060.01%300CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$24,8020.01%228CommonNONE
02156V109OKLOOKLO INC$24,7950.01%500CommonNONE
49446R109KIMKIMCO REALTY CORP$24,6370.01%1,096CommonNONE
69351T106PPLPPL CORP$24,5220.01%642CommonNONE
128117108CHICALAMOS CONV OPPORTUNITIES &$24,3400.01%2,266CommonNONE
052769106ADSKAUTODESK INC$23,9400.01%100CommonNONE
19247G107COHRCOHERENT CORP$23,8210.01%100CommonNONE
946760105CLMBCLIMB GLOBAL SOLUTIONS INC$23,7840.01%1,200CommonNONE
89346D107TACTRANSALTA CORP$23,5800.01%1,800CommonNONE
18539C204CWENCLEARWAY ENERGY INC$23,5740.01%600CommonNONE
745867101PHMPULTE GROUP INC$23,5220.01%200CommonNONE
21873S108CRWVCOREWEAVE INC$23,2410.01%300CommonNONE
887389104TKRTIMKEN CO$22,7290.01%226CommonNONE
00214Q203ARKQARK ETF TR$22,4900.01%200CommonNONE
N5505D105MICCMAGNUM ICE CREAM CO NV$22,4250.01%1,500CommonNONE
02665T306AMHAMERICAN HOMES 4 RENT$22,3360.01%800CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$22,3320.01%138CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$22,2760.01%326CommonNONE
670100205NVONOVO-NORDISK A S$22,0500.01%600CommonNONE
336433107FSLRFIRST SOLAR INC$21,6990.01%110CommonNONE
754907103RYNRAYONIER INC$21,6990.01%1,052CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$21,6370.01%160CommonNONE
16119P108CHTRCHARTER COMMUNICATIONS INC$21,5880.01%100CommonNONE
78464A607RWRSPDR SERIES TRUST$21,3210.01%211CommonNONE
85207H104PHYSSPROTT ASSET MANAGEMENT LP$21,2640.01%600CommonNONE
723484101PNWPINNACLE WEST CAP CORP$21,1940.01%210CommonNONE
37045V100GMGENERAL MTRS CO$21,0930.01%283CommonNONE
G25508105CRHCRH PLC$21,0240.01%200CommonNONE
464289446IWLISHARES TR$20,9500.01%131CommonNONE
44267T102HHHHOWARD HUGHES HOLDINGS INC$20,8130.01%329CommonNONE
33733B100FIWFIRST TR EXCHANGE-TRADED FD$20,6260.01%200CommonNONE
925283103VSNTVERSANT MEDIA GROUP INC$20,4350.01%552CommonNONE
921910840MGVVANGUARD WORLD FD$20,3790.01%141CommonNONE
84858T772EUADSPINNAKER ETF SERIES$20,3700.01%500CommonNONE
37940X102GPNGLOBAL PMTS INC$20,1900.01%300CommonNONE
26884U109EPREPR PPTYS$20,0930.01%402CommonNONE
G0593M107AZNASTRAZENECA PLC$19,7220.01%100CommonNONE
17275R102CSCOCISCO SYS INC$19,7010.01%254CommonNONE
M6158M104ITRNITURAN LOCATION AND CONTROL$19,6040.01%400CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$19,5980.01%100CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$19,5880.01%50CommonNONE
94106L109WMWASTE MGMT INC DEL$19,5320.01%85CommonNONE
864482104SPHSUBURBAN PROPANE PARTNERS L$19,4920.01%990CommonNONE
552690109MDUMDU RES GROUP INC$19,1340.01%923CommonNONE
92345Y106VRSKVERISK ANALYTICS INC$18,9750.01%100CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$18,8430.01%411CommonNONE
98419J206XOMAXOMA ROYALTY CORPORATION$18,8220.01%600CommonNONE
11271J107BNBROOKFIELD CORP$18,6160.01%460CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$18,5360.01%224CommonNONE
12763L105CDRECADRE HLDGS INC$18,4080.01%600CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$18,3490.01%47CommonNONE
810186106SMGSCOTTS MIRACLE-GRO CO$18,2430.01%300CommonNONE
718546104PSXPHILLIPS 66$18,2180.01%100CommonNONE
458334109IPARINTERPARFUMS INC$18,1680.01%200CommonNONE
852234103XYZBLOCK INC$18,0540.01%300CommonNONE
87911L108THWABRDN WORLD HEALTHCARE FUND$17,7370.01%1,520CommonNONE
92338C103VLTOVERALTO CORP$17,6840.01%200CommonNONE
87911K100HQLABRDN LIFE SCIENCES INVESTOR$17,5710.01%1,080CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$17,5300.01%175CommonNONE
808524623SCUSSCHWAB STRATEGIC TR$17,5140.01%695CommonNONE
883203101TXTTEXTRON INC$17,5120.01%200CommonNONE
22052L104CTVACORTEVA INC$17,3070.01%207CommonNONE
921659108VNDAVANDA PHARMACEUTICALS INC$17,2750.01%2,500CommonNONE
85210B201SGDJSPROTT ETF TRUST$17,2160.01%200CommonNONE
46266C105IQVIQVIA HLDGS INC$17,0540.01%100CommonNONE
87162W100SNXTD SYNNEX CORPORATION$16,8710.01%100CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$16,7390.01%151CommonNONE
78464A284HYMBSPDR SERIES TRUST$16,7010.01%673CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$16,5000.01%693CommonNONE
501044101KRKROGER CO$16,3430.01%226CommonNONE
921910816MGKVANGUARD WORLD FD$15,9720.01%43CommonNONE
099502106BAHBOOZ ALLEN HAMILTON HLDG COR$15,8400.01%203CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$15,6760.01%400CommonNONE
969457100WMBWILLIAMS COS INC$15,6630.01%215CommonNONE
231021106CMICUMMINS INC$15,6030.01%29CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$15,4200.01%53CommonNONE
23918K108DVADAVITA INC$15,3690.01%100CommonNONE
784305104HTOH2O AMERICA$15,1750.01%259CommonNONE
14888U101CPRXCATALYST PHARMACEUTICALS INC$14,8560.01%600CommonNONE
464288646IGSBISHARES TR$14,8220.01%282CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$14,6970.01%106CommonNONE
98585X104YETIYETI HLDGS INC$14,6360.01%400CommonNONE
852066208SIISPROTT INC$14,2900.00%100CommonNONE
31816X106FLYFIREFLY AEROSPACE INC$14,2350.00%500CommonNONE
498894104KNFKNIFE RIVER CORP$14,2070.00%174CommonNONE
405552100HLNHALEON PLC$14,0140.00%1,400CommonNONE
46436F103IAUMISHARES GOLD TR$14,0100.00%300CommonNONE
69343T107PJTPJT PARTNERS INC$13,9720.00%100CommonNONE
922908595VBKVANGUARD INDEX FDS$13,9520.00%46CommonNONE
46137V696GGMEINVESCO EXCHANGE TRADED FD T$13,9470.00%273CommonNONE
256135203RDYDR REDDYS LABS LTD$13,8500.00%1,000CommonNONE
191241108KOFCOCA-COLA FEMSA SAB DE CV$13,7550.00%141CommonNONE
37954Y715BOTZGLOBAL X FDS$13,4870.00%406CommonNONE
921937827BSVVANGUARD BD INDEX FDS$13,3000.00%170CommonNONE
962879102WPMWHEATON PRECIOUS METALS CORP$13,1010.00%100CommonNONE
29270J100ERIIENERGY RECOVERY INC$13,0910.00%1,300CommonNONE
410867105THGHANOVER INS GROUP INC$13,0010.00%75CommonNONE
15189T107CNPCENTERPOINT ENERGY INC$12,9480.00%300CommonNONE
72201R833MINTPIMCO ETF TR$12,8810.00%128CommonNONE
086516101BBYBEST BUY INC$12,8400.00%200CommonNONE
29472R108ELSEQUITY LIFESTYLE PROPERTIES$12,4840.00%200CommonNONE
45784A104INNVINNOVAGE HLDG CORP$12,4310.00%1,550CommonNONE
747316107KWRQUAKER HOUGHTON$12,4230.00%100CommonNONE
130788102CWTCALIFORNIA WTR SVC GROUP$12,4210.00%274CommonNONE
438128308HMCHONDA MOTOR CO LTD$12,1550.00%500CommonNONE
12514G108CDWCDW CORP$12,1020.00%100CommonNONE
25659T107DLBDOLBY LABORATORIES INC$12,0120.00%200CommonNONE
00130H105AESAES CORP$11,9770.00%850CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$11,9100.00%200CommonNONE
18539C105NY4BCLEARWAY ENERGY INC$11,7510.00%300CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$11,6910.00%300CommonNONE
92939U106WECWEC ENERGY GROUP INC$11,5770.00%100CommonNONE
11120U105BRXBRIXMOR PPTY GROUP INC$11,5200.00%400CommonNONE
92189F700MOOVANECK ETF TRUST$11,3900.00%135CommonNONE
771049103RBLXROBLOX CORP$11,3120.00%200CommonNONE
668771108GENGEN DIGITAL INC$11,2980.00%600CommonNONE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$11,2900.00%200CommonNONE
844741108LUVSOUTHWEST AIRLS CO$11,2330.00%299CommonNONE
92204A801VAWVANGUARD WORLD FD$11,0920.00%49CommonNONE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$11,0550.00%150CommonNONE
03076C106AMPAMERIPRISE FINL INC$11,0190.00%25CommonNONE
46641Q852JPIBJ P MORGAN EXCHANGE TRADED F$10,8400.00%227CommonNONE
87612E106TGTTARGET CORP$10,7870.00%89CommonNONE
928881101VNTVONTIER CORPORATION$10,6410.00%300CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$10,4190.00%25CommonNONE
37959R103GBLIGLOBAL INDEMNITY GROUP LLC$10,3470.00%380CommonNONE
83417M104SEDGSOLAREDGE TECHNOLOGIES INC$10,2100.00%200CommonNONE
337932107FEFIRSTENERGY CORP$10,1320.00%200CommonNONE
60510V108AVOMISSION PRODUCE INC$10,0860.00%733CommonNONE
228368106CCKCROWN HLDGS INC$10,0250.00%100CommonNONE
53566V106LINELINEAGE INC$9,8280.00%300CommonNONE
78468R853SPSMSPDR SERIES TRUST$9,6640.00%200CommonNONE
72201H108PFLPIMCO INCOME STRATEGY FD$9,6150.00%1,202CommonNONE
911549103UAMYUNITED STATES ANTIMONY CORP$9,6030.00%1,100CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$9,5440.00%200CommonNONE
91913Y100VLOVALERO ENERGY CORP$9,4900.00%38CommonNONE
77543R102ROKUROKU INC$9,4620.00%100CommonNONE
45781M101INVAINNOVIVA INC$9,3200.00%400CommonNONE
780259305SHELSHELL PLC$9,3000.00%100CommonNONE
496902404KGCKINROSS GOLD CORP$9,1560.00%300CommonNONE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$9,0670.00%100CommonNONE
22002T108CDPCOPT DEFENSE PROPERTIES$8,9910.00%294CommonNONE
97717X669DGRWWISDOMTREE TR$8,9510.00%102CommonNONE
6706EW100XSSPXNUVEEN S&P 500 DYNAMIC OVERW$8,8550.00%551CommonNONE
714046109RVTYREVVITY INC$8,7610.00%100CommonNONE
26969P108EXPEAGLE MATLS INC$8,6610.00%46CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$8,5960.00%134CommonNONE
404280406HSBCHSBC HLDGS PLC$8,2490.00%100CommonNONE
461147100INTTINTEST CORP$8,1900.00%600CommonNONE
03524A108BUDANHEUSER BUSCH INBEV SA NV$8,0310.00%116CommonNONE
466032109JJSFJ & J SNACK FOODS CORP$7,9270.00%100CommonNONE

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.