MondegarAI
DELTA ASSET MANAGEMENT LLC/TN

Q3 2024 · 13F-HR

DELTA ASSET MANAGEMENT LLC/TNholdings as filed

Filed 2024-11-07 · accession 0001855205-24-000051

$1.16B
Reported value
620
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

First 500 of 620

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$193.7M16.7%450,043CommonSOLE
78409V104SPGIS&P GLOBAL INC$68.0M5.86%131,590CommonSOLE
548661107LOWLOWES COS INC$66.9M5.76%246,874CommonSOLE
G29183103ETNEATON CORP PLC$48.8M4.21%147,368CommonSOLE
931142103WMTWALMART INC$43.6M3.76%540,522CommonSOLE
438516106HONHONEYWELL INTL INC$43.6M3.75%210,746CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$42.3M3.64%85,383CommonSOLE
742718109PGPROCTER AND GAMBLE CO$42.2M3.64%243,839CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$41.9M3.61%520,027CommonSOLE
871829107SYYSYSCO CORP$33.0M2.84%422,491CommonSOLE
20030N101CMCSACOMCAST CORP NEW$32.1M2.76%767,624CommonSOLE
254687106DISDISNEY WALT CO$28.0M2.41%291,143CommonSOLE
854502101SWKSTANLEY BLACK & DECKER INC$25.6M2.20%232,358CommonSOLE
949746101WMT2WELLS FARGO CO NEW$25.1M2.16%443,873CommonSOLE
053611109AVYAVERY DENNISON CORP$24.9M2.15%112,940CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$24.6M2.12%180,346CommonSOLE
149123101CATCATERPILLAR INC$23.7M2.04%60,646CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$22.1M1.91%307,922CommonSOLE
278865100ECLECOLAB INC$21.4M1.84%83,812CommonSOLE
075887109BDXBECTON DICKINSON & CO$20.4M1.76%84,668CommonSOLE
29250N105ENBENBRIDGE INC$19.5M1.68%480,279CommonSOLE
75513E101RTXRTX CORPORATION$15.4M1.32%126,841CommonSOLE
89832Q109TFCTRUIST FINL CORP$13.7M1.18%320,436CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$13.7M1.18%38,683CommonSOLE
291011104EMREMERSON ELEC CO$12.8M1.10%116,959CommonSOLE
00724F101ADBEADOBE INC$12.4M1.07%24,022CommonSOLE
037833100AAPLAPPLE INC$12.3M1.06%52,632CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.3M0.72%71,022CommonSOLE
464288646IGSBISHARES TR$8.1M0.70%154,252CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$7.4M0.63%70,894CommonSOLE
00287Y109ABBVABBVIE INC$7.4M0.63%37,223CommonSOLE
478160104JNJJOHNSON & JOHNSON$7.2M0.62%44,302CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.1M0.52%13,236CommonSOLE
78464A474SPSBSPDR SER TR$5.4M0.47%178,917CommonSOLE
071813109BAXBAXTER INTL INC$4.5M0.38%117,407CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.1M0.35%79,576CommonSOLE
437076102HDHOME DEPOT INC$4.1M0.35%10,081CommonSOLE
67066G104NVDANVIDIA CORPORATION$3.9M0.34%32,142CommonSOLE
22410J106CBRLCRACKER BARREL OLD CTRY STOR$3.7M0.32%82,556CommonSOLE
002824100ABTABBOTT LABS$3.7M0.32%32,445CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.6M0.31%80,791CommonSOLE
458140100INTCINTEL CORP$3.4M0.29%145,716CommonSOLE
680223104ORIOLD REP INTL CORP$3.4M0.29%96,085CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$3.2M0.28%15,227CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$3.1M0.27%41,671CommonSOLE
00206R102TAT&T INC$2.9M0.25%131,228CommonSOLE
31428X106FDXFEDEX CORP$2.7M0.23%9,886CommonSOLE
62955J103NOVNOV INC$2.6M0.23%165,449CommonSOLE
023135106AMZNAMAZON COM INC$2.6M0.22%13,727CommonSOLE
717081103PFEPFIZER INC$2.4M0.21%84,633CommonSOLE
94106L109WMWASTE MGMT INC DEL$2.4M0.21%11,663CommonSOLE
580135101MCDMCDONALDS CORP$2.4M0.20%7,746CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$2.3M0.20%4,006CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$2.1M0.18%13,007CommonSOLE
30303M102METAMETA PLATFORMS INC$2.0M0.17%3,455CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.9M0.17%2,182CommonSOLE
713448108PEPPEPSICO INC$1.9M0.16%10,974CommonSOLE
21871N101CXWCORECIVIC INC$1.8M0.16%142,529CommonSOLE
166764100CVXCHEVRON CORP NEW$1.8M0.15%12,074CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$1.7M0.15%110,976CommonSOLE
58933Y105MRKMERCK & CO INC$1.6M0.14%14,346CommonSOLE
209115104EDCONSOLIDATED EDISON INC$1.5M0.13%14,544CommonSOLE
92826C839VVISA INC$1.4M0.12%5,203CommonSOLE
47215P106JDJD.COM INC$1.4M0.12%35,000CommonSOLE
191216100KOCOCA COLA CO$1.4M0.12%19,002CommonSOLE
842587107SOSOUTHERN CO$1.4M0.12%15,010CommonSOLE
617446448MSMORGAN STANLEY$1.2M0.11%11,827CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.2M0.11%5,570CommonSOLE
053332102AZOAUTOZONE INC$1.2M0.11%387CommonSOLE
369604301GEGE AEROSPACE$1.1M0.10%5,914CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.09%6,385CommonSOLE
571903202MARMARRIOTT INTL INC NEW$1.0M0.09%4,177CommonSOLE
02079K305GOOGLALPHABET INC$1.0M0.09%6,211CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$929,8630.08%10,435CommonSOLE
68389X105ORCLORACLE CORP$924,4200.08%5,425CommonSOLE
17275R102CSCOCISCO SYS INC$827,8760.07%15,556CommonSOLE
609207105MDLZMONDELEZ INTL INC$786,5010.07%10,676CommonSOLE
718172109PMPHILIP MORRIS INTL INC$773,9250.07%6,375CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$716,9120.06%6,906CommonSOLE
922908769VTIVANGUARD INDEX FDS$715,5450.06%2,527CommonSOLE
260557103DOWDOW INC$665,5570.06%12,183CommonSOLE
060505104BACBANK AMERICA CORP$657,7030.06%16,575CommonSOLE
74340W103PLDPROLOGIS INC.$654,6360.06%5,184CommonSOLE
532457108LLYELI LILLY & CO$647,6360.06%731CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$624,2970.05%4,758CommonSOLE
02209S103MOALTRIA GROUP INC$623,3970.05%12,214CommonSOLE
98978V103ZTSZOETIS INC$603,1380.05%3,087CommonSOLE
464287200IVVISHARES TR$593,5480.05%1,029CommonSOLE
22052L104CTVACORTEVA INC$552,6850.05%9,401CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$532,9820.05%1,926CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$528,5550.05%15,610CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$523,3930.05%7,929CommonSOLE
311900104FASTFASTENAL CO$514,2240.04%7,200CommonSOLE
244199105DEDEERE & CO$497,0400.04%1,191CommonSOLE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$488,1540.04%12,110CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$483,4300.04%16,607CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$479,6860.04%2,595CommonSOLE
172967424CCITIGROUP INC$472,4760.04%7,548CommonSOLE
907818108UNPUNION PAC CORP$461,1640.04%1,871CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$460,4570.04%1,853CommonSOLE
920253101VMIVALMONT INDS INC$441,3040.04%1,522CommonSOLE
500754106KHCKRAFT HEINZ CO$432,9060.04%12,330CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$431,2320.04%18,484CommonSOLE
747525103QCOMQUALCOMM INC$431,0770.04%2,535CommonSOLE
464288810IHIISHARES TR$426,3840.04%7,200CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$403,9810.03%3,850CommonSOLE
025816109AXPAMERICAN EXPRESS CO$403,0030.03%1,486CommonSOLE
001055102AFLAFLAC INC$381,9260.03%3,416CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$380,3100.03%3,651CommonSOLE
46429B267GOVTISHARES TR$377,1700.03%16,084CommonSOLE
36828A101GEVGE VERNOVA INC$372,2710.03%1,460CommonSOLE
65339F101NEENEXTERA ENERGY INC$365,5080.03%4,324CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$355,4120.03%608CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$350,8410.03%952CommonSOLE
031162100AMGNAMGEN INC$327,3650.03%1,016CommonSOLE
902973304USBUS BANCORP DEL$327,1520.03%7,154CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$323,1040.03%3,149CommonSOLE
G54950103LINLINDE PLC$319,4960.03%670CommonSOLE
020002101ALLALLSTATE CORP$312,3540.03%1,647CommonSOLE
464287226AGGISHARES TR$306,3420.03%3,025CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$306,2270.03%2,094CommonSOLE
98419M100XYLXYLEM INC$305,5730.03%2,263CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$303,5990.03%5,082CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$303,4200.03%1,296CommonSOLE
G6683N103NUNU HLDGS LTD$300,3000.03%22,000CommonSOLE
464287622IWBISHARES TR$298,6710.03%950CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$295,8550.03%3,500CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$287,2930.02%2,300CommonSOLE
235851102DHRDANAHER CORPORATION$274,1280.02%986CommonSOLE
887098101TSBKTIMBERLAND BANCORP INC$266,2880.02%8,800CommonSOLE
91529Y106UNMUNUM GROUP$257,0780.02%4,325CommonSOLE
46090E103QQQINVESCO QQQ TR$250,3800.02%513CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$247,2910.02%850CommonSOLE
464288307IMCGISHARES TR$245,1790.02%3,360CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$242,8380.02%1,480CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$238,9600.02%852CommonSOLE
780259305SHELSHELL PLC$233,7930.02%3,545CommonSOLE
038222105AMATAPPLIED MATLS INC$228,4110.02%1,130CommonSOLE
922908363VOOVANGUARD INDEX FDS$227,7240.02%432CommonSOLE
64110L106NFLXNETFLIX INC$226,9660.02%320CommonSOLE
888787108TOSTTOAST INC$226,5080.02%8,001CommonSOLE
410867105THGHANOVER INS GROUP INC$222,1650.02%1,500CommonSOLE
20825C104COPCONOCOPHILLIPS$216,2450.02%2,054CommonSOLE
832696405SJMSMUCKER J M CO$215,3160.02%1,778CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$212,5660.02%1,494CommonSOLE
78463V107GLDSPDR GOLD TR$210,2470.02%865CommonSOLE
303075105FDSFACTSET RESH SYS INC$206,9330.02%450CommonSOLE
45168D104IDXXIDEXX LABS INC$202,0880.02%400CommonSOLE
90353W103UIUBIQUITI INC$201,5080.02%909CommonSOLE
233331107DTEDTE ENERGY CO$199,1640.02%1,551CommonSOLE
G5960L103MDTMEDTRONIC PLC$197,1660.02%2,190CommonSOLE
009066101ABNBAIRBNB INC$196,6820.02%1,551CommonSOLE
294429105EFXEQUIFAX INC$194,8290.02%663CommonSOLE
810186106SMGSCOTTS MIRACLE-GRO CO$192,9080.02%2,225CommonSOLE
036752103ELVELEVANCE HEALTH INC$192,4000.02%370CommonSOLE
904767704UNILEVER PLC$188,3840.02%2,900CommonSOLE
56585A102MPCMARATHON PETE CORP$186,0430.02%1,142CommonSOLE
436893200HOMBHOME BANCSHARES INC$183,1010.02%6,759CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$182,9140.02%1,949CommonSOLE
H1467J104CBCHUBB LIMITED$182,5510.02%633CommonSOLE
579780206MKCMCCORMICK & CO INC$167,8920.01%2,040CommonSOLE
09260D107BXBLACKSTONE INC$165,3910.01%1,080CommonSOLE
416515104HIGHARTFORD FINL SVCS GROUP INC$164,6540.01%1,400CommonSOLE
42226K105HRHEALTHCARE RLTY TR$163,1870.01%8,991CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$161,9920.01%623CommonSOLE
25746U109DDOMINION ENERGY INC$161,2340.01%2,790CommonSOLE
451107106IDAIDACORP INC$158,5680.01%1,538CommonSOLE
534187109LNCLINCOLN NATL CORP IND$157,5500.01%5,000CommonSOLE
771049103RBLXROBLOX CORP$156,0170.01%3,525CommonSOLE
75970E107RNSTRENASANT CORP$151,8400.01%4,672CommonSOLE
52110M109LAZLAZARD INC$151,1400.01%3,000CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$144,4460.01%177CommonSOLE
45073V108ITTITT INC$142,0350.01%950CommonSOLE
461202103INTUINTUIT$141,5880.01%228CommonSOLE
30257X104FBKFB FINL CORP$140,7900.01%3,000CommonSOLE
46429B697USMVISHARES TR$135,8690.01%1,488CommonSOLE
22160N109CSGPCOSTAR GROUP INC$132,7740.01%1,760CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$132,7220.01%227CommonSOLE
704326107PAYXPAYCHEX INC$129,8960.01%968CommonSOLE
48251W104KKRKKR & CO INC$129,3890.01%991CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$125,2910.01%1,427CommonSOLE
21874A130CORZZCORE SCIENTIFIC INC NEW$124,8320.01%10,615CommonSOLE
45827U109INTAINTAPP INC$124,3100.01%2,599CommonSOLE
87612E106TGTTARGET CORP$120,4800.01%773CommonSOLE
29444U700EQIXEQUINIX INC$117,1670.01%132CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$115,2640.01%302CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$114,1200.01%2,000CommonSOLE
46429B689EFAVISHARES TR$113,0560.01%1,474CommonSOLE
801056102SANMSANMINA CORPORATION$112,6000.01%1,645CommonSOLE
088606108BHPBHP GROUP LTD$107,6370.01%1,733CommonSOLE
464288414MUBISHARES TR$105,3710.01%970CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$103,0480.01%1,590CommonSOLE
81762P102NOWSERVICENOW INC$101,9600.01%114CommonSOLE
922908637VVVANGUARD INDEX FDS$101,6300.01%386CommonSOLE
09247X101BLKCHFBLACKROCK INC$101,5980.01%107CommonSOLE
88160R101TSLATESLA INC$100,7280.01%385CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$100,0680.01%2,690CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$98,2210.01%186CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$97,3000.01%9,162CommonSOLE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$95,5290.01%1,067CommonSOLE
78464A763SDYSPDR SER TR$95,0250.01%669CommonSOLE
02390A101AMXAMERICA MOVIL SAB DE CV$94,8880.01%5,800CommonSOLE
988498101YUMYUM BRANDS INC$93,6060.01%670CommonSOLE
29476L107EQREQUITY RESIDENTIAL$91,5860.01%1,230CommonSOLE
055622104BPBP PLC$91,3680.01%2,911CommonSOLE
128125101CSQCALAMOS STRATEGIC TOTAL RETU$90,3070.01%5,205CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$90,1920.01%1,200CommonSOLE
59156R108METMETLIFE INC$89,6560.01%1,087CommonSOLE
918090101UTZUTZ BRANDS INC$88,5000.01%5,000CommonSOLE
46432F842IEFAISHARES TR$88,1970.01%1,130CommonSOLE
30161N101EXCEXELON CORP$88,0340.01%2,171CommonSOLE
67066V101NADNUVEEN QUALITY MUNCP INCOME$86,6600.01%7,000CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$85,0190.01%552CommonSOLE
922908736VUGVANGUARD INDEX FDS$84,4650.01%220CommonSOLE
654106103NKENIKE INC$84,2450.01%953CommonSOLE
231021106CMICUMMINS INC$82,5660.01%255CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$81,5350.01%636CommonSOLE
79466L302CRMSALESFORCE INC$79,9230.01%292CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$78,6210.01%300CommonSOLE
58155Q103MCKMCKESSON CORP$78,3640.01%158CommonSOLE
464286426EEMAISHARES INC$78,3500.01%1,000CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$75,4590.01%901CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$74,5040.01%841CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$74,2610.01%3,247CommonSOLE
81730H109SSENTINELONE INC$73,4820.01%3,072CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$73,4760.01%600CommonSOLE
21874A106CORZCORE SCIENTIFIC INC NEW$72,0020.01%6,071CommonSOLE
29364G103ETRENTERGY CORP NEW$70,7190.01%537CommonSOLE
46434G822EWJISHARES INC$67,1760.01%939CommonSOLE
872540109TJXTJX COS INC NEW$66,5280.01%566CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$65,7000.01%500CommonSOLE
501044101KRKROGER CO$65,3950.01%1,141CommonSOLE
125523100CITHE CIGNA GROUP$64,7840.01%187CommonSOLE
440407104HBNCHORIZON BANCORP INC$63,7550.01%4,100CommonSOLE
464287689IWVISHARES TR$63,7120.01%195CommonSOLE
047726104BATRAATLANTA BRAVES HLDGS INC$63,2250.01%1,500CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$63,1820.01%15CommonSOLE
626755102MUSAMURPHY USA INC$62,5940.01%127CommonSOLE
46432F339QUALISHARES TR$62,0380.01%346CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$61,8580.01%170CommonSOLE
540424108LLOEWS CORP$61,7380.01%781CommonSOLE
969457100WMBWILLIAMS COS INC$61,6280.01%1,350CommonSOLE
23345M107DTMDT MIDSTREAM INC$61,4330.01%781CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$60,3590.01%525CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$60,1780.01%1,512CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$60,0930.01%65CommonSOLE
372460105GPCGENUINE PARTS CO$59,9230.01%429CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$59,7250.01%518CommonSOLE
427866108HSYHERSHEY CO$59,4520.01%310CommonSOLE
464288273SCZISHARES TR$59,3050.01%876CommonSOLE
358054104FRSHFRESHWORKS INC$58,3760.01%5,085CommonSOLE
464287614IWFISHARES TR$58,1840.01%155CommonSOLE
693506107PPGPPG INDS INC$58,0730.01%438CommonSOLE
25434V724DFUVDIMENSIONAL ETF TRUST$57,6570.00%1,383CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$57,4670.00%340CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$57,4160.00%1,398CommonSOLE
21874A114CORZWCORE SCIENTIFIC INC NEW$57,3820.00%8,539CommonSOLE
88579Y101MMM3M CO$56,8670.00%416CommonSOLE
464287515IGVISHARES TR$55,8560.00%625CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$55,4000.00%370CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$53,0080.00%739CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$52,3600.00%500CommonSOLE
577081102MATMATTEL INC$51,9870.00%2,729CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$51,8160.00%480CommonSOLE
126650100CVSCVS HEALTH CORP$51,5920.00%820CommonSOLE
40434L105HPQHP INC$51,5090.00%1,436CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$51,4850.00%1,750CommonSOLE
665859104NTRSNORTHERN TR CORP$50,8670.00%565CommonSOLE
37733W204GSKGSK PLC$50,0370.00%1,224CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$49,9030.00%146CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$49,3030.00%212CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$47,8330.00%170CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$47,6300.00%77CommonSOLE
219350105GLWCORNING INC$47,3430.00%1,049CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$47,0980.00%198CommonSOLE
03076C106AMPAMERIPRISE FINL INC$46,9810.00%100CommonSOLE
277276101EGPEASTGROUP PPTYS INC$46,7300.00%250CommonSOLE
427096508HTGCHERCULES CAPITAL INC$45,9180.00%2,338CommonSOLE
109641100EATBRINKER INTL INC$45,9180.00%600CommonSOLE
859241101STRLSTERLING INFRASTRUCTURE INC$45,6810.00%315CommonSOLE
464287655IWMISHARES TR$44,6200.00%202CommonSOLE
097023105BABOEING CO$44,3630.00%292CommonSOLE
337932107FEFIRSTENERGY CORP$44,3060.00%999CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$43,9690.00%525CommonSOLE
570535104MKLMARKEL GROUP INC$43,9200.00%28CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$43,9190.00%553CommonSOLE
428291108HXLHEXCEL CORP NEW$43,2810.00%700CommonSOLE
530307305LBRDKLIBERTY BROADBAND CORP$43,0510.00%557CommonSOLE
00217D100ASTSAST SPACEMOBILE INC$41,8400.00%1,600CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$41,5900.00%533CommonSOLE
65473P105NINISOURCE INC$40,5410.00%1,170CommonSOLE
42222N103HSTMHEALTHSTREAM INC$40,3760.00%1,400CommonSOLE
172908105CTASCINTAS CORP$40,3520.00%196CommonSOLE
80105N105SNYSANOFI$40,3410.00%700CommonSOLE
H2906T109GRMNGARMIN LTD$40,3110.00%229CommonSOLE
67071L106NVGNUVEEN AMT FREE MUN CR INC F$40,1700.00%3,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$39,9060.00%103CommonSOLE
518439104ELLAUDER ESTEE COS INC$39,8760.00%400CommonSOLE
136385101CNQCANADIAN NAT RES LTD$39,8520.00%1,200CommonSOLE
12572Q105CMECME GROUP INC$38,6140.00%175CommonSOLE
11135F101AVGOBROADCOM INC$37,9500.00%220CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$37,5290.00%76CommonSOLE
30034W106EVRGEVERGY INC$37,5160.00%605CommonSOLE
780087102RYROYAL BK CDA$37,4190.00%300CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$37,3760.00%1,692CommonSOLE
829933100SIRISIRIUSXM HOLDINGS INC$36,5630.00%1,546CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$36,2190.00%981CommonSOLE
189054109CLXCLOROX CO DEL$36,1660.00%222CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$35,9190.00%325CommonSOLE
92338C103VLTOVERALTO CORP$35,3480.00%316CommonSOLE
898402102TRMKTRUSTMARK CORP$33,7290.00%1,060CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$33,4820.00%1,130CommonSOLE
11271J107BNBROOKFIELD CORP$33,1660.00%624CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA/NV$33,1450.00%500CommonSOLE
G87052109TELTE CONNECTIVITY PLC$32,3120.00%214CommonSOLE
G9618E107WTMWHITE MTNS INS GROUP LTD$32,2280.00%19CommonSOLE
345370860FFORD MTR CO$32,1970.00%3,049CommonSOLE
46138E297EELVINVESCO EXCH TRADED FD TR II$31,5430.00%1,209CommonSOLE
464288752ITBISHARES TR$31,2670.00%246CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$30,8600.00%500CommonSOLE
26875P101EOGEOG RES INC$30,7330.00%250CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$30,5330.00%450CommonSOLE
464287598IWDISHARES TR$30,3680.00%160CommonSOLE
00214Q708ARKFARK ETF TR$29,8200.00%1,000CommonSOLE
670346105NUENUCOR CORP$29,1660.00%194CommonSOLE
922908611VBRVANGUARD INDEX FDS$28,7120.00%143CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$28,6360.00%732CommonSOLE
042068205ARMARM HOLDINGS PLC$28,6020.00%200CommonSOLE
460146103IPINTERNATIONAL PAPER CO$28,5770.00%585CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$28,4830.00%367CommonSOLE
464287507IJHISHARES TR$28,3560.00%455CommonSOLE
370334104GISGENERAL MLS INC$27,6940.00%375CommonSOLE
855244109SBUXSTARBUCKS CORP$27,6870.00%284CommonSOLE
049560105ATOATMOS ENERGY CORP$27,6030.00%199CommonSOLE
42809H107HESHESS CORP$27,2960.00%201CommonSOLE
23325P104DNPDNP SELECT INCOME FD INC$26,1640.00%2,606CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$26,0680.00%1,900CommonSOLE
12504L109CBRECBRE GROUP INC$26,0160.00%209CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$25,9840.00%175CommonSOLE
115236101BROBROWN & BROWN INC$25,9000.00%250CommonSOLE
98850P109YUMCYUM CHINA HLDGS INC$25,8870.00%575CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$25,3080.00%346CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$24,7780.00%320CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$24,5210.00%450CommonSOLE
806857108SLBSCHLUMBERGER LTD$24,2540.00%578CommonSOLE
464288513HYGISHARES TR$24,0900.00%300CommonSOLE
29273V100ETENERGY TRANSFER L P$24,0750.00%1,500CommonSOLE
872590104TMUST-MOBILE US INC$23,7310.00%115CommonSOLE
83175M205SNNSMITH & NEPHEW PLC$23,3550.00%750CommonSOLE
05379B107AVAAVISTA CORP$23,2500.00%600CommonSOLE
464289883AOKISHARES TR$23,1960.00%600CommonSOLE
987184108YORWYORK WTR CO$22,9630.00%613CommonSOLE
46434V787BYLDISHARES TR$22,9200.00%1,000CommonSOLE
00214Q104ARKKARK ETF TR$22,8160.00%480CommonSOLE
205887102CAGCONAGRA BRANDS INC$22,7640.00%700CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$22,7020.00%101CommonSOLE
03073E105CORCENCORA INC$22,5080.00%100CommonSOLE
46429B655FLOTISHARES TR$21,6920.00%425CommonSOLE
316773100FITBFIFTH THIRD BANCORP$21,6770.00%506CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$21,5990.00%560CommonSOLE
00508Y102AYIACUITY BRANDS INC$21,4800.00%78CommonSOLE
464289875AOMISHARES TR$21,4270.00%475CommonSOLE
464287481IWPISHARES TR$21,1120.00%180CommonSOLE
46434V407SHYGISHARES TR$20,9720.00%483CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$20,9000.00%2,000CommonSOLE
384802104GWWGRAINGER W W INC$20,7760.00%20CommonSOLE
30040W108ESEVERSOURCE ENERGY$20,4150.00%300CommonSOLE
550021109LULULULULEMON ATHLETICA INC$20,3510.00%75CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$20,0440.00%183CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$19,8370.00%405CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$19,8330.00%275CommonSOLE
001084102AGCOAGCO CORP$19,7680.00%202CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$19,6290.00%366CommonSOLE
651639106NEMNEWMONT CORP$19,5630.00%366CommonSOLE
690742101OCOWENS CORNING NEW$19,4170.00%110CommonSOLE
09062X103BIIBBIOGEN INC$19,3840.00%100CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TR BTC$19,1900.00%380CommonSOLE
858119100STLDSTEEL DYNAMICS INC$18,9120.00%150CommonSOLE
04010L103ARCCARES CAPITAL CORP$18,7830.00%897CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$18,2550.00%68CommonSOLE
16411R208LNGCHENIERE ENERGY INC$17,9840.00%100CommonSOLE
882508104TXNTEXAS INSTRS INC$17,9720.00%87CommonSOLE
66611T108NFBKNORTHFIELD BANCORP INC DEL$17,7940.00%1,534CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$17,7850.00%823CommonSOLE
98980G102ZSZSCALER INC$17,6070.00%103CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$17,2740.00%15CommonSOLE
393657101GBXGREENBRIER COS INC$16,5900.00%326CommonSOLE
464286285EMHYISHARES INC$16,4270.00%421CommonSOLE
464287556IBBISHARES TR$16,3070.00%112CommonSOLE
337738108FISVFISERV INC$16,1690.00%90CommonSOLE
53815P108RAMPLIVERAMP HLDGS INC$16,1070.00%650CommonSOLE
626717102MURMURPHY OIL CORP$16,0940.00%477CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD & SILVE$15,9180.00%650CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$15,8530.00%191CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP DEL$15,4500.00%301CommonSOLE
464288760ITAISHARES TR$14,9640.00%100CommonSOLE
32054K103FRFIRST INDL RLTY TR INC$14,8910.00%266CommonSOLE
253868103DLRDIGITAL RLTY TR INC$14,8880.00%92CommonSOLE
68134L109OLOGBXOLO INC$14,8800.00%3,000CommonSOLE
49446R109KIMKIMCO RLTY CORP$14,6980.00%633CommonSOLE
55261F104MTBM & T BK CORP$14,0710.00%79CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$13,9280.00%279CommonSOLE
464288612GVIISHARES TR$13,9230.00%130CommonSOLE
576323109MTZMASTEC INC$13,7870.00%112CommonSOLE
595112103MUMICRON TECHNOLOGY INC$12,9640.00%125CommonSOLE
091941104BGTBLACKROCK FLOATING RATE INC$12,9400.00%1,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$12,8780.00%87CommonSOLE
46138E784PCYINVESCO EXCH TRADED FD TR II$12,8570.00%598CommonSOLE
83444M101SOLVSOLVENTUM CORP$12,8280.00%184CommonSOLE
863667101SYKSTRYKER CORPORATION$12,6440.00%35CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$12,4170.00%100CommonSOLE
737630103PCHPOTLATCHDELTIC CORPORATION$12,3890.00%275CommonSOLE
150870103CECELANESE CORP DEL$12,3720.00%91CommonSOLE
530307107LBRDALIBERTY BROADBAND CORP$12,2910.00%160CommonSOLE
929160109VMCVULCAN MATLS CO$12,2710.00%49CommonSOLE
959802109WUWESTERN UN CO$11,9300.00%1,000CommonSOLE
922908553VNQVANGUARD INDEX FDS$11,8870.00%122CommonSOLE
15135U109CVECENOVUS ENERGY INC$11,8620.00%709CommonSOLE
513272104LWLAMB WESTON HLDGS INC$11,8470.00%183CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC$11,7990.00%6,704CommonSOLE
260003108DOVDOVER CORP$11,5860.00%60CommonSOLE
531229771FWONALIBERTY MEDIA CORP DEL$11,4450.00%160CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$11,3030.00%21CommonSOLE
02072L722DRLLEA SERIES TRUST$11,2360.00%400CommonSOLE
19247L106RQICOHEN & STEERS QUALITY INCOM$10,9680.00%774CommonSOLE
70806A106PFLTPENNANTPARK FLOATING RATE CA$10,9110.00%943CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$10,8160.00%310CommonSOLE
833445109SNOWSNOWFLAKE INC$10,7970.00%94CommonSOLE
983793100XPOXPO INC$10,7510.00%100CommonSOLE
464286822EWWISHARES INC$10,7420.00%200CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$10,1900.00%500CommonSOLE
464288257ACWIISHARES TR$10,1620.00%85CommonSOLE
06417N103OZKBANK OZK LITTLE ROCK ARK$10,1540.00%236CommonSOLE
464287168DVYISHARES TR$10,1300.00%75CommonSOLE
464289867AORISHARES TR$10,0710.00%170CommonSOLE
966084204WSRWHITESTONE REIT$9,8090.00%725CommonSOLE
464285204IAUISHARES GOLD TR$9,6920.00%195CommonSOLE
78468R408SJNKSPDR SER TR$9,6820.00%376CommonSOLE
201723103CMCCOMMERCIAL METALS CO$9,6180.00%175CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$9,5700.00%200CommonSOLE
29261A100EHCENCOMPASS HEALTH CORP$9,5670.00%99CommonSOLE
756158101UTGREAVES UTIL INCOME FD$9,5480.00%291CommonSOLE
03852U106ARMKARAMARK$9,4890.00%245CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$9,4230.00%53CommonSOLE
222070203COTYCOTY INC$9,3900.00%1,000CommonSOLE
46428Q109SLVISHARES SILVER TR$9,3750.00%330CommonSOLE
012653101ALBALBEMARLE CORP$8,8080.00%93CommonSOLE
69351T106PPLPPL CORP$8,6010.00%260CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$8,5450.00%15CommonSOLE
758849103REGREGENCY CTRS CORP$8,4510.00%117CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$8,3600.00%475CommonSOLE
37959E102GLGLOBE LIFE INC$8,2610.00%78CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$8,2480.00%200CommonSOLE
886364819FXEDTIDAL ETF TR$8,2430.00%430CommonSOLE
46435G474FALNISHARES TR$7,9010.00%289CommonSOLE
92936U109WPCWP CAREY INC$7,7880.00%125CommonSOLE
172062101CINFCINCINNATI FINL CORP$7,7590.00%57CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$7,7240.00%39CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$7,6730.00%375CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$7,6210.00%361CommonSOLE
682680103OKEONEOK INC NEW$7,5640.00%83CommonSOLE
73278L105POOLPOOL CORP$7,5360.00%20CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP DEL$7,4270.00%150CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$7,4130.00%150CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$7,3930.00%140CommonSOLE
422806208HEI/AHEICO CORP NEW$7,3350.00%36CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$7,3300.00%155CommonSOLE
78468R721TFISPDR SER TR$7,2120.00%154CommonSOLE
670100205NVONOVO-NORDISK A S$7,1440.00%60CommonSOLE
46266C105IQVIQVIA HLDGS INC$7,1090.00%30CommonSOLE
192576106COHUCOHU INC$6,9900.00%272CommonSOLE
464287887IJTISHARES TR$6,9750.00%50CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$6,8580.00%296CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$6,8340.00%151CommonSOLE
499049104KNXKNIGHT-SWIFT TRANSN HLDGS IN$6,7440.00%125CommonSOLE
277432100EMNEASTMAN CHEM CO$6,7170.00%60CommonSOLE
60770K107MRNAMODERNA INC$6,6830.00%100CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$6,4580.00%90CommonSOLE
464287804IJRISHARES TR$6,4330.00%55CommonSOLE
55354G100MSCIMSCI INC$6,4120.00%11CommonSOLE
45687V106IRINGERSOLL RAND INC$6,3800.00%65CommonSOLE
26210C104DBXDROPBOX INC$6,3580.00%250CommonSOLE
670750108NMAINUVEEN MULTI ASSET INCOME FU$6,1870.00%468CommonSOLE
G8473T100STESTERIS PLC$6,0640.00%25CommonSOLE
256677105DGDOLLAR GEN CORP NEW$5,9200.00%70CommonSOLE
552737108MMTMFS MULTIMARKET INCOME TR$5,8440.00%1,200CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$5,8080.00%49CommonSOLE
963320106WHRWHIRLPOOL CORP$5,7780.00%54CommonSOLE
60871R209TAPMOLSON COORS BEVERAGE CO$5,7520.00%100CommonSOLE
808524722SCHKSCHWAB STRATEGIC TR$5,5290.00%100CommonSOLE
233051432HYLBDBX ETF TR$5,4270.00%147CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5,3580.00%60CommonSOLE
466032109JJSFJ & J SNACK FOODS CORP$5,3360.00%31CommonSOLE
913456109UVVUNIVERSAL CORP VA$5,3110.00%100CommonSOLE
464287101OEFISHARES TR$5,2580.00%19CommonSOLE
36262G101GXOGXO LOGISTICS INCORPORATED$5,2070.00%100CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$5,1330.00%250CommonSOLE
G0176J109ALLEALLEGION PLC$4,9550.00%34CommonSOLE
134429109CPBCAMPBELL SOUP CO$4,8920.00%100CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$4,8410.00%94CommonSOLE

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.