MondegarAI
Missouri Trust & Investment Co

Q1 2026 · 13F-HR

Missouri Trust & Investment Coholdings as filed

Filed 2026-05-14 · accession 0001908186-26-000002

$340.8M
Reported value
411
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Missouri Trust & Investment Co · Q1 2026

AI · grounded in 13F

Missouri Trust & Investment Co established a new position in Qnity Electronics Inc Q valued at $2.89M. The fund significantly increased its holdings in the iShares Dow Jones US Aerospace And Defense ETF ITA by 934% and Spdr Gold Tr Gold Shs GLD by 353.1%. Conversely, the fund trimmed its position in Fedex Corp FDX by 94.8%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67103H107ORLYO'Reilly Automotive Inc$38.8M11.4%420,010CommonSOLE
037833100AAPLApple Inc$34.0M9.98%133,979CommonSOLE
594918104MSFTMicrosoft Corp$25.5M7.48%68,849CommonSOLE
46435G326IDEViShares Core MSCI Intl Developed Markets ETF$15.6M4.59%187,032CommonSOLE
808524607SCHASchwab US Small Cap ETF$13.1M3.84%449,823CommonSOLE
808524508SCHMSchwab US Mid-cap ETF$11.3M3.31%364,797CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$10.1M2.97%145,164CommonSOLE
78468R408SJNKState Street Spdr Bloomberg Short Term High Yield Bond ETF$6.2M1.83%249,167CommonSOLE
46625H100JPMJP Morgan Chase & Co$5.8M1.69%19,598CommonSOLE
67066G104NVDANvidia Corp$5.3M1.56%30,460CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$5.0M1.47%17,470CommonSOLE
023135106AMZNAmazon.com Inc$4.9M1.45%23,755CommonSOLE
166764100CVXChevron Corporation$4.6M1.35%22,183CommonSOLE
808524201SCHXSchwab US Large Cap ETF$4.1M1.21%160,371CommonSOLE
697435105PANWPalo Alto Networks Inc$3.9M1.15%24,486CommonSOLE
33939L407GUNRFlexshares Global Upstream Natural Resources Index ETF$3.8M1.11%68,776CommonSOLE
438516106HONHoneywell Intl Inc$3.4M0.99%14,949CommonSOLE
33939L795NFRAFlexshares STOXX Global Broad Infrastructure Index ETF$3.4M0.98%52,418CommonSOLE
464287507IJHiShares S&P Mid Cap 400 Index ETF$3.0M0.88%44,655CommonSOLE
097023105BABoeing Co$3.0M0.88%14,998CommonSOLE
00214Q104ARKKArk Innovation ETF$3.0M0.87%43,780CommonSOLE
33939L787GQREFlexshares Global Quality Real Estate Index ETF$2.9M0.85%48,518CommonSOLE
74743L100QQnity Electronics Inc$2.9M0.85%25,077CommonSOLE
922908629VOVanguard Mid Cap ETF$2.8M0.81%9,620CommonSOLE
65339F101NEENextera Energy Inc$2.7M0.80%29,175CommonSOLE
931142103WMTWal-Mart Inc$2.6M0.77%21,240CommonSOLE
149123101CATCaterpillar Inc$2.5M0.75%3,594CommonSOLE
30303M102METAMeta Platforms Inc$2.5M0.74%4,397CommonSOLE
68389X105ORCLOracle Corp$2.5M0.73%16,840CommonSOLE
17275R102CSCOCisco Systems Inc$2.4M0.71%31,240CommonSOLE
742718109PGProcter & Gamble Co$2.4M0.71%16,735CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$2.3M0.69%18,868CommonSOLE
126650100CVSCVS Health Corp$2.3M0.67%31,723CommonSOLE
91324P102UNHUnitedhealth Group Inc$2.2M0.66%8,296CommonSOLE
09260D107BXBlackstone Inc$2.0M0.58%17,301CommonSOLE
79466L302CRMSalesforce, Inc$2.0M0.58%10,629CommonSOLE
09062X103BIIBBiogen Inc$1.9M0.56%10,380CommonSOLE
03027X100AMTAmerican Tower Corp Reit$1.9M0.55%10,932CommonSOLE
717081103PFEPfizer Inc$1.8M0.54%65,643CommonSOLE
98956P102ZBHZimmer Biomet Holdings$1.8M0.54%20,382CommonSOLE
H1467J104CBChubb Ltd Corp$1.8M0.52%5,451CommonSOLE
78464A284HYMBState Street Spdr Nuveen Ice High Yield Municipal Bond ETF$1.8M0.52%71,400CommonSOLE
01609W102BABAAlibaba Group Hldg Ltd Sponsored ADR$1.7M0.51%13,935CommonSOLE
713448108PEPPepsico Inc$1.7M0.50%11,033CommonSOLE
78462F103SPYState Street SPDR S&P 500 ETF Trust$1.7M0.50%2,609CommonSOLE
464288760ITAiShares Dow Jones US Aerospace And Defense ETF$1.7M0.50%7,755CommonSOLE
77311W101RKTRocket Companies Inc$1.7M0.49%116,813CommonSOLE
808524102SCHBSchwab US Broad Mkt ETF$1.6M0.48%65,645CommonSOLE
254687106DISWalt Disney Co$1.6M0.48%17,048CommonSOLE
26614N102DDDupont De Nemours Inc$1.6M0.48%35,364CommonSOLE
57636Q104MAMastercard Inc Class A$1.6M0.47%3,234CommonSOLE
902973304USBUS Bancorp$1.6M0.47%30,677CommonSOLE
00287Y109ABBVAbbvie Inc$1.6M0.46%7,157CommonSOLE
872540109TJXTJX Companies Inc$1.5M0.45%9,570CommonSOLE
808524797SCHDSchwab US Dividend Equity ETF$1.5M0.44%48,392CommonSOLE
406216101HALHalliburton Co$1.5M0.43%37,635CommonSOLE
654106103NKENike Inc$1.5M0.43%27,769CommonSOLE
084670702BRK/BBerkshire Hathaway Cl B$1.4M0.42%2,986CommonSOLE
36828A101GEVGE Vernova$1.4M0.40%1,575CommonSOLE
22160K105COSTCostco Wholesale Corp$1.3M0.39%1,333CommonSOLE
70450Y103PYPLPaypal Holdings Inc$1.3M0.38%28,880CommonSOLE
478160104JNJJohnson & Johnson$1.2M0.36%5,086CommonSOLE
548661107LOWLowes Cos Inc$1.2M0.34%4,968CommonSOLE
464287465EFAiShares MSCI EAFE ETF$1.1M0.33%11,707CommonSOLE
459200101IBMInternational Business Machines Corp$1.1M0.33%4,597CommonSOLE
532457108LLYLilly Eli & Common$1.1M0.33%1,205CommonSOLE
11135F101AVGOBroadcom Inc Ordinary Shares$1.1M0.32%3,565CommonSOLE
808524300SCHGSchwab US Large Cap Growth ETF$1.0M0.30%35,031CommonSOLE
191216100KOCoca Cola$992,9090.29%13,056CommonSOLE
291011104EMREmerson Electric Co$880,9780.26%6,724CommonSOLE
464287655IWMiShares Russell 2000 Index ETF$858,5760.25%3,462CommonSOLE
921908844VIGVanguard Dividend Appreciation Index ETF$826,4760.24%3,843CommonSOLE
46120E602ISRGIntuitive Surgical Inc Common New$809,0370.24%1,755CommonSOLE
369604301GEGE Aerospace$805,9070.24%2,840CommonSOLE
437076102HDHome Depot Inc$793,9400.23%2,414CommonSOLE
921943858VEAVanguard FTSE Developed Markets Index ETF$777,0340.23%12,126CommonSOLE
92826C839VVisa Inc$773,2500.23%2,558CommonSOLE
922042858VWOVanguard FTSE Emerging Markets Index ETF$768,4830.23%14,218CommonSOLE
78463V107GLDSpdr Gold Tr Gold Shs$752,5770.22%1,749CommonSHARED
070830104BBWIBath & Body Works Inc$751,5610.22%40,255CommonSOLE
75513E101RTXRaytheon Technologies Corp$726,5880.21%3,767CommonSOLE
464287473IWSiShares Russell Midcap Value ETF$687,1640.20%4,715CommonSOLE
002824100ABTAbbott Laboratories$685,6300.20%6,678CommonSOLE
580135101MCDMcDonalds Corp$680,9410.20%2,191CommonSOLE
00724F101ADBEAdobe Systems Inc System$656,3160.19%2,700CommonSOLE
78464A631XARState Street Spdr S&P Aerospace & Defense ETF$652,7290.19%2,570CommonSOLE
828730200SFNCSimmons First Natl Corp Class A$651,3810.19%33,490CommonSOLE
231021106CMICummins Inc$651,0040.19%1,210CommonSOLE
38141G104GSGoldman Sachs Group Inc$641,2600.19%758CommonSOLE
45866F104ICEIntercontinental Exchange Inc$621,2560.18%3,950CommonSOLE
922908363VOOVanguard Index Funds S&P 500 ETF$612,4890.18%1,025CommonSOLE
02079K107GOOGAlphabet Inc Cl C$602,4060.18%2,100CommonSOLE
64110L106NFLXNetflix Inc$600,9380.18%6,250CommonSOLE
G54950103LINLinde Plc$587,4760.17%1,185CommonSOLE
617446448MSMorgan Stanley$585,7050.17%3,559CommonSOLE
464287234EEMiShares MSCI Emerging Markets ETF$571,3070.17%10,060CommonSOLE
78464A763SDYState Street Spdr S&P Dividend ETF$569,1660.17%3,900CommonSOLE
92204A884VOXVanguard Communication Services ETF$559,3020.16%3,110CommonSOLE
571748102MRSHMarsh$541,1640.16%3,120CommonSOLE
35671D857FCXFreeport-McMoran Inc Cl B$532,5470.16%9,060CommonSOLE
863667101SYKStryker Corp$528,7010.16%1,609CommonSOLE
46090E103QQQInvesco QQQ Trust$522,3480.15%905CommonSOLE
58933Y105MRKMerck & Co$521,4570.15%4,335CommonSOLE
78467Y107MDYState Street SPDR S&P Midcap 400 ETF Trust$515,6110.15%836CommonSOLE
244199105DEDeere & Co$509,7870.15%905CommonSOLE
025816109AXPAmerican Express$507,2590.15%1,677CommonSOLE
806857108SLBSLB Limited$472,7880.14%9,200CommonSOLE
92204A702VGTVanguard Information Tech ETF$470,9610.14%675CommonSOLE
30231G102XOMExxon Mobil Corp$467,5830.14%2,756CommonSOLE
922908736VUGVanguard Growth Index ETF$461,2500.14%1,056CommonSOLE
G29183103ETNEaton Corp PLC$418,9610.12%1,171CommonSOLE
718172109PMPhilip Morris Intl Inc$402,6030.12%2,435CommonSOLE
747525103QCOMQualcomm Inc$389,9460.11%3,028CommonSOLE
81369Y803XLKState Street Technology Select Sector Spdr ETF$355,9060.10%2,678CommonSOLE
907818108UNPUnion Pacific Corp$348,6450.10%1,437CommonSOLE
922908751VBVanguard Small-Cap Index ETF$344,1630.10%1,314CommonSOLE
026874784AIGAmerican International Group Inc$331,1000.10%4,400CommonSOLE
060505104BACBank of America Corp$305,0290.09%6,257CommonSOLE
37733W204GSKGSK PLC$303,5450.09%5,500CommonSOLE
464287226AGGiShares Core US Aggregate Bond ETF$294,5340.09%2,967CommonSOLE
46137V233XLGInvesco Capital Management LLC S&p 500 Top 50 Etf$294,0790.09%5,391CommonSOLE
81369Y704XLIState Street Industrial Select Sector Spdr ETF$283,5130.08%1,753CommonSOLE
78464A870XBISpdr S&P Biotech ETF$271,4260.08%2,125CommonSOLE
464287622IWBiShares Russell 1000 ETF$267,4200.08%750CommonSOLE
36266G107GEHCGe Healthcare Technologies Inc$266,9250.08%3,750CommonSOLE
464287408IVEiShares S&P 500 Value ETF$259,0810.08%1,227CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$256,4040.08%1,200CommonSOLE
949746101WMT2Wells Fargo & Co$255,4080.07%3,208CommonSOLE
G51502105JCIJohnson Controls International Plc$250,2450.07%1,911CommonSOLE
09290D101BLKBlackrock Inc$233,6960.07%243CommonSOLE
655844108NSCNorfolk Southn Corp$226,7300.07%790CommonSOLE
81369Y506XLEState Street Energy Select Sector Spdr ETF$224,5790.07%3,666CommonSOLE
369550108GDGeneral Dynamics Corp$223,0930.07%650CommonSOLE
92343V104VZVerizon Communications Inc$221,3820.06%4,410CommonSOLE
922908769VTIVanguard Idx Fund Total Stock Market ETF$219,7550.06%685CommonSOLE
33735K108FTCFirst Trust Large Cap Growth Alphadex Fund$219,3450.06%1,423CommonSOLE
81369Y209XLVState Street Health Care Select Sector Spdr ETF$211,2650.06%1,441CommonSOLE
G87052109TELTE Connectivity$203,7950.06%975CommonSOLE
609207105MDLZMondelez Intl Inc Class A$198,8580.06%3,450CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$198,2760.06%465CommonSOLE
87612E106TGTTarget Corp$197,4240.06%1,629CommonSOLE
808524409SCHVSchwab US Large-Cap Value ETF$197,2440.06%6,467CommonSOLE
458140100INTCIntel Corp$194,1720.06%4,400CommonSOLE
46434G764EMXCiShares MSCI Emerging Markets ex China ETF$188,7840.06%2,400CommonSOLE
46137V357RSPInvesco Exchange-Traded Fund Trust S&p 500 Equal Weight Etf$187,5060.06%977CommonSOLE
464287168DVYiShares Select Dividend ETF$183,9630.05%1,215CommonSOLE
375558103GILDGilead Sciences Inc$183,8290.05%1,319CommonSOLE
512816109LAMRLamar Advertising Co$176,0570.05%1,390CommonSOLE
81369Y605XLFState Street Financial Select Sector Spdr ETF$172,0050.05%3,484CommonSOLE
892356106TSCOTractor Supply Co$170,3280.05%3,760CommonSOLE
683797104OPYOppenheimer Holdings Inc$169,4610.05%1,900CommonSOLE
539830109LMTLockheed Martin Corp$169,2290.05%280CommonSOLE
92204A504VHTVanguard Health Care ETF$155,7730.05%572CommonSOLE
237194105DRIDarden Restaurants Inc$149,9710.04%765CommonSOLE
200525103CBSHCommerce Bancshares Inc$149,1740.04%3,032CommonSOLE
049560105ATOAtmos Energy Corp$147,7760.04%800CommonSOLE
293792107EPDEnterprise Products Partners LP$140,6930.04%3,718CommonSOLE
81369Y100XLBState Street Materials Select Sector Spdr ETF$140,3160.04%2,808CommonSOLE
02209S103MOAltria Group Inc$138,5790.04%2,100CommonSOLE
718546104PSXPhillips 66$136,4530.04%749CommonSOLE
464287721IYWiShares US Technology ETF$136,0650.04%750CommonSOLE
426281101JKHYJack Henry & Associates Inc$133,7020.04%846CommonSOLE
902681105UGIUGI Corp$131,1120.04%3,600CommonSOLE
00206R102TAT&T$130,4550.04%4,500CommonSOLE
464287788IYFIshares Trust DJ US Financials ETF$121,1900.04%1,030CommonSOLE
701094104PHParker-hannifin Corp$120,8570.04%135CommonSOLE
26441C204DUKDuke Energy Corp$116,8580.03%892CommonSOLE
91913Y100VLOValero Energy Corp$116,1280.03%470CommonSOLE
962166104WYWeyerhaeuser$113,3550.03%4,640CommonSOLE
78464A698KREState Street Spdr S&P Regional Banking ETF$112,3840.03%1,725CommonSOLE
524682200LRGEClearbridge Large Cap Growth ESG EFT$110,0930.03%1,464CommonSOLE
007903107AMDAdvanced Micro Devices IInc$109,8520.03%540CommonSOLE
302130109EXPDExpeditors Intl Wash Inc$109,5710.03%765CommonSOLE
31428X106FDXFedex Corp$106,8540.03%300CommonSOLE
631103108NDAQNasdaq Inc$104,4150.03%1,230CommonSOLE
F92124100TTETotal Energies SE$101,5720.03%1,090CommonSOLE
031162100AMGNAmgen Inc Corp$100,2770.03%285CommonSOLE
46432F834IXUSiShares Core Msci Total International Stock ETF$97,4700.03%1,125CommonSOLE
46438F101IBITIshares Bitcoin Trust ETF$96,0500.03%2,500CommonSOLE
020002101ALLAllstate Corp$94,7540.03%457CommonSOLE
G5960L103MDTMedtronic Plc$93,6690.03%1,081CommonSOLE
828806109SPGSimon Property Group Inc$93,2650.03%500CommonSOLE
20825C104COPConocoPhillips$92,4000.03%700CommonSOLE
12572Q105CMECME Group Inc Cl A$88,6050.03%300CommonSOLE
253868103DLRDigital Realty Trust Inc$86,8610.03%482CommonSOLE
988498101YUMYum Brands Inc$84,8920.02%546CommonSOLE
009158106APDAir Products & Chemicals Inc$82,7900.02%285CommonSOLE
921946406VYMVanguard High Dividend Yield Index Fund ETF$82,3440.02%556CommonSOLE
G6700G107NVTNvent Electric$81,3770.02%688CommonSOLE
7591EP100RFRegions Financial Corp$79,4570.02%3,042CommonSOLE
194162103CLColgate Palmolive$77,5590.02%910CommonSOLE
882508104TXNTexas Instruments$77,5470.02%399CommonSOLE
92936U109WPCWP Carey Inc$77,1350.02%1,135CommonSOLE
464287200IVViShares S&P 500 Core ETF$77,0790.02%118CommonSOLE
922908744VTVVanguard Value Index Fund Etf$75,7330.02%386CommonSOLE
464285204IAUiShares Gold Trust ETF$70,5280.02%800CommonSOLE
66987V109NVSNovartis AG Sponsored ADR$70,1120.02%459CommonSOLE
808513105SCHWCharles Schwab Corp$69,0750.02%735CommonSOLE
464287861IEViShares Trust S&P Europe ETF$68,2800.02%1,005CommonSOLE
29250N105ENBEnbridge Inc$67,5190.02%1,247CommonSOLE
90353T100UBERUber Technologies Inc$67,2550.02%935CommonSOLE
78468R622JNKState Street Spdr Bloomberg High Yield Bond ETF$67,0040.02%700CommonSOLE
87283Q107TCHPT. Rowe Price Blue Chip Growth ETF$66,2700.02%1,500CommonSOLE
81369Y407XLYState Street Consumer Discretionary Select Sector Spdr ETF$64,5160.02%592CommonSOLE
78464A821MDYGState Street SPDR S&P 400 Mid Cap Growth ETF$64,3890.02%671CommonSOLE
032654105ADIAnalog Devices Inc$63,6280.02%200CommonSOLE
84857L101SRSpire Inc$63,3780.02%700CommonSOLE
390905107GSBCGreat Southern Bancorp$63,1300.02%1,000CommonSOLE
110122108BMYBristol-Myers Squibb$62,4700.02%1,030CommonSOLE
189054109CLXClorox$62,1780.02%600CommonSOLE
724078209PIPRPiper Sandler Cos Com New$62,1590.02%812CommonSOLE
464287689IWViShares Russell 3000 ETF$61,9040.02%167CommonSOLE
929236107WDFCWD-40 Company$61,1820.02%300CommonSOLE
81369Y308XLPState Street Consumer Staples Select Sector Spdr ETF$60,7470.02%741CommonSOLE
81369Y852XLCState Street Communication Services Select Sector Spdr ETF$60,0860.02%542CommonSOLE
46432F842IEFAiShares Core Msci Eafe ETF$59,7500.02%660CommonSOLE
464287754IYJiShares US Industrials ETF$59,0160.02%400CommonSOLE
704326107PAYXPaychex Inc$58,6800.02%637CommonSOLE
21037T109CEGConstellation Energy Corp$58,0840.02%208CommonSOLE
G7S00T104PNRPentair Plc$57,4930.02%660CommonSOLE
464287762IYHiShares US Healthcare ETF$55,4760.02%900CommonSOLE
053015103ADPAutomatic Data Processing Inc$54,8590.02%270CommonSOLE
46428Q109SLVIshares Silver ETF$54,5120.02%800CommonSOLE
929160109VMCVulcan Materials Co$54,4600.02%200CommonSOLE
69374H881COWZPacer US Cash Cows 100 ETF$53,8640.02%861CommonSOLE
97717W505DONWisdomtree Tr U S Midcap Divid Fund ETF$53,8540.02%1,025CommonSOLE
192446102CTSHCognizant Technology Solutionscorp Class A$53,3750.02%870CommonSOLE
579780206MKCMccormick & Company$53,1640.02%1,054CommonSOLE
14448C104CARRCarrier Global Corp$51,9740.02%923CommonSOLE
464288885EFGiShares MSCI Eafe Growth ETF$51,2300.02%460CommonSOLE
904767803ULUnilever ADR Reptg 1$50,5890.01%888CommonSOLE
464287481IWPiShares Russell Mid Cap Growth ETF$50,4790.01%394CommonSOLE
78409V104SPGIS&P Global Inc$48,9140.01%115CommonSOLE
756109104ORealty Income Corp Reit$48,5240.01%793CommonSOLE
85207H104PHYSSprott Physical Gold Trust$47,8440.01%1,350CommonSOLE
464287549IGMiShares Expanded Tech Sector ETF$47,4040.01%400CommonSOLE
055622104BPBp p.l.c.$47,0000.01%1,000CommonSOLE
682680103OKEOneok Inc$46,9120.01%519CommonSOLE
038222105AMATApplied Materials Inc$46,1420.01%135CommonSOLE
29364G103ETREntergy Corp$46,0680.01%410CommonSOLE
842587107SOSouthern Co$45,3640.01%470CommonSOLE
15189T107CNPCenterpoint Energy Inc$45,3180.01%1,050CommonSOLE
001055102AFLAflac Inc$43,8840.01%400CommonSOLE
85208R101CEFSprott Physical Gold & Silver$41,7550.01%875CommonSOLE
494368103KMBKimberly Clark Corp$41,0000.01%425CommonSOLE
370334104GISGeneral Mls Inc$40,9420.01%1,100CommonSOLE
G1151C101ACNAccenture PLC Cl A$40,6490.01%205CommonSOLE
693718108PCARPaccar Inc.$40,4250.01%350CommonSOLE
247361702DALDelta Air Lines Inc$40,0110.01%602CommonSOLE
253393102DKSDicks Sporting Goods, Inc.$39,6580.01%200CommonSOLE
89832Q109TFCTruist Financial Corporation$39,2580.01%854CommonSOLE
636180101NFGNational Fuel Gas Co$37,5840.01%400CommonSOLE
172967424CCitigroup Inc$36,8580.01%325CommonSOLE
46137V613PRFInvesco Ftse Rafi US 1000 ETF$35,6480.01%750CommonSOLE
464287879IJSiShares S&P Small Cap 600 Value ETF$35,5350.01%300CommonSOLE
025537101AEPAmerican Elec Pwr Co Inc$35,3920.01%270CommonSOLE
97717W604DESWisdomtree Tr US Smallcap Div ETF$35,0420.01%975CommonSOLE
46429B697USMViShares MSCI USA Min Vol Factor ETF$34,5920.01%373CommonSOLE
502431109LHXL3Harris Technologies Inc$34,5150.01%100CommonSOLE
81369Y886XLUState Street Ultility Select Sector Spdr ETF$34,1420.01%744CommonSOLE
74340W103PLDPrologis Inc$33,0450.01%250CommonSOLE
023608102AEEAmeren Corp$32,9760.01%300CommonSOLE
780087102RYRoyal Bank Of Canada$32,9730.01%204CommonSOLE
37954Y632AIQGlobal X Artificial Intelligence & Technology ETF$32,6690.01%700CommonSOLE
855244109SBUXStarbucks Corp$31,3570.01%350CommonSOLE
30161N101EXCExelon Corp$30,8830.01%630CommonSOLE
833445109SNOWSnowflake Inc Ordinary Shares$30,1640.01%200CommonSOLE
21036P108STZConstellation Brands Inc Class A$30,0000.01%200CommonSOLE
464289446IWLiShares Russell Top 200 ETF$29,6890.01%185CommonSOLE
48251W104KKRKKR & Co Inc$29,6000.01%320CommonSOLE
670100205NVONovo-Nordisk A S ADR$29,4000.01%800CommonSOLE
464287580IYCiShares US Consumer Discretionary ETF$29,0760.01%300CommonSOLE
670346105NUENucor Corp$28,7470.01%170CommonSOLE
46434V621DGROiShares Core Dividend Growth ETF$28,0720.01%400CommonSOLE
127387108CDNSCadence Design Systems Inc$27,7870.01%100CommonSOLE
780259305SHELShell Plc ADR$26,5050.01%285CommonSOLE
125523100CICigna Holding Co$26,4080.01%99CommonSOLE
25746U109DDominion Energy Inc$26,2740.01%425CommonSOLE
316092709FIDUFidelity MSCI Industrials Index ETF$25,9560.01%300CommonSOLE
482480100KLACKLA Corp$25,0310.01%17CommonSOLE
844741108LUVSouthwest Airlines$24,4210.01%650CommonSOLE
256746108DLTRDollar Tree Inc.$24,3110.01%222CommonSOLE
911312106UPSUnited Parcel Svc Inc Class B$23,1190.01%235CommonSOLE
68902V107OTISOtis Worldwide Corp$22,7390.01%295CommonSOLE
922908553VNQVanguard Real Estate ETF$22,1750.01%250CommonSOLE
59156R108METMetlife Inc$21,2160.01%300CommonSOLE
372460105GPCGenuine Parts Co$21,1500.01%200CommonSOLE
464287812IYKiShares US Consumer Staples ETF$21,0090.01%300CommonSOLE
464287697IDUiShares US Utilities ETF$20,3190.01%175CommonSOLE
26875P101EOGEOG Resources Inc$20,2400.01%140CommonSOLE
921909768VXUSVanguard Total International Stock Index ETF$20,2030.01%262CommonSOLE
69608A108PLTRPalantir Technologies Inc$20,1870.01%138CommonSOLE
78464A573XHSState Street Spdr S&P Health Care Services ETF$20,0260.01%200CommonSOLE
98389B100XELXcel Energy Inc$19,8600.01%250CommonSOLE
573874104MRVLMarvell Technology Group Ltd$19,8100.01%200CommonSOLE
744320102PRUPrudential Financial Inc$19,5380.01%200CommonSOLE
G0593M107AZNAstrazeneca PLC$19,3680.01%100CommonSOLE
30034W106EVRGEvergy Inc$18,5140.01%226CommonSOLE
513272104LWLamb Weston Hldgs Inc$18,2990.01%433CommonSOLE
883556102TMOThermo Fisher Scientific Inc$17,6950.01%36CommonSOLE
46138E354SPLVInvesco S&P 500 Low Volatility ETF$17,4800.01%239CommonSOLE
22052L104CTVACorteva Inc$17,2440.01%206CommonSOLE
46641Q878BBHYJP Morgan High Yield Research ETF$17,1860.01%375CommonSOLE
311900104FASTFastenal Co$16,4260.00%354CommonSOLE
922908595VBKVanguard Small-Cap Growth Index Fund$16,3220.00%54CommonSOLE
064058100BKBank New York Mellon Corp$16,0150.00%135CommonSOLE
56501R106MFCManulife Financial Corp$15,4980.00%450CommonSOLE
98980G102ZSZscaler Inc$15,4320.00%110CommonSOLE
37045V100GMGeneral Motors Co Corp$14,9000.00%200CommonSOLE
872590104TMUST-Mobile US Inc$14,7020.00%70CommonSOLE
969457100WMBWilliams Companies$14,5560.00%200CommonSOLE
88579Y101MMM3M$14,5230.00%100CommonNONE
464287150ITOTIshares Trust S&P 1500 Total US Stock Market Etf$14,2430.00%100CommonSOLE
880770102TERTeradyne Inc$13,9340.00%47CommonSOLE
922042742VTVanguard Total World Stock Index Fund ETF$13,8320.00%100CommonSOLE
464287556IBBiShares Tr Nasdaq Biotechnology Index Fd ETF$13,5080.00%80CommonSOLE
81369Y860XLREState State Street Real Estate Select Sector Spdr ETF$13,3110.00%326CommonSOLE
781846308RUSHBRush Enterprises Inc$12,8700.00%200CommonSOLE
92204A801VAWVanguard Materials ETF$12,6190.00%56CommonSOLE
49456B101KMIKinder Morgan Inc$12,0710.00%360CommonSOLE
30225T102EXRExtra Space Storage Inc$11,8020.00%90CommonSOLE
22788C105CRWDCrowdstrike Holdings Inc$11,7120.00%30CommonSOLE
89417E109TRVTravelers Companies Inc$11,6670.00%40CommonSOLE
81762P102NOWServicenow Inc$11,5010.00%110CommonSOLE
16411R208LNGCheniere Energy Inc$11,3500.00%40CommonSOLE
464287101OEFIshares S&P 100 Index Fund ETF$10,8140.00%34CommonSOLE
031100100AMEAmetek Aerospace Products Inc$10,7180.00%50CommonSOLE
94106L109WMWaste Management$10,3410.00%45CommonSOLE
892331307TMToyota Motor Corp$10,3050.00%50CommonSOLE
464287663IUSVIshares Core S&P US Value ETF$10,2250.00%100CommonSOLE
464287176TIPiShares TIPS Bond ETF$10,1530.00%92CommonSOLE
464287713IYZiShares US Telecommunications ETF$9,8300.00%250CommonSOLE
133131102CPTCamden Property Trust Reit$9,7660.00%100CommonSOLE
595017104MCHPMicrochip Technology Inc$9,6920.00%150CommonSOLE
49177J102KVUEKenvue Inc$9,6890.00%562CommonSOLE
78464A854SPYMState Street Spdr Portfolio S&P 500 ETF$9,5680.00%125CommonSOLE
464287648IWOiShares Russell 2000 Growth ETF$9,4140.00%30CommonSOLE
N07059210ASMLASML Holding Nv ADR$9,2460.00%7CommonSOLE
464287739IYRiShares US Real Estate ETF$8,5100.00%90CommonSOLE
338478100XFFCXFlaherty & Crumrine Preferred And Income Securities Fund Inc$8,1450.00%526CommonSOLE
22822V101CCICrown Castle International Corp$8,1310.00%100CommonNONE
N14506104ESTCElastic Nv$7,7480.00%155CommonSHARED
235851102DHRDanaher Corp$7,5840.00%40CommonSOLE
852234103XYZBlock Inc$7,1010.00%118CommonSOLE
31188V100FSLYFastly INC$6,9740.00%240CommonSOLE
33734X846CIBRFirst Trust Nasdaq Cybersecurity ETF$6,8950.00%110CommonSOLE
49714P108KNSLKinsale Capital Group Inc$6,8330.00%20CommonSOLE
666807102NOCNorthrop Grumman Corp$6,8220.00%10CommonSOLE
040919102ARKBARK 21shares Bitcoin ETF$6,7470.00%300CommonSOLE
500754106KHCKraft Heinz$6,7470.00%300CommonSOLE
82509L107SHOPShopify INC$5,9310.00%50CommonSOLE
14040H105COFCapital One Financial Corp$5,4730.00%30CommonSOLE
78468R556XOPState Street Spdr S&P Oil & Gas Exploration & Production ETF$5,4550.00%30CommonSOLE
389637109GBTCGrayscale Bitcoin Investment Trust$5,2760.00%100CommonSOLE
20030N101CMCSAComcast Corp New Class A$5,0820.00%177CommonSOLE
595112103MUMicron Technology Inc$5,0680.00%15CommonSOLE
25179M103DVNDevon Energy Corp$5,0320.00%100CommonSOLE
11271J107BNBrookfield Corp$4,5330.00%112CommonSOLE
88160R101TSLATesla Inc$4,4610.00%12CommonSOLE
74624M102PEverpure Inc$4,4280.00%75CommonSOLE
705573103PEGAPegasystems INC$4,4260.00%104CommonSOLE
461202103INTUIntuit Inc$4,3240.00%10CommonSOLE
77543R102ROKURoku INC$4,2580.00%45CommonSOLE
98850P109YUMCYum China Holdings Inc$4,0980.00%84CommonSOLE
192422103CGNXCognex Corp$3,9190.00%80CommonSOLE
50077B207KTOSKratos Defense & Security Solutions Inc$3,8780.00%55CommonSOLE
76954A103RIVNRivian Automotive Inc CL A$3,7630.00%250CommonSHARED
26884U109EPREPR Properties REIT Corp$3,7470.00%75CommonSOLE
278865100ECLEcolab Inc$3,7240.00%14CommonSOLE
59522J103MAAMid-America Apartment Communities Reit$3,6640.00%30CommonSOLE
345370860FFord Motor Co$2,8850.00%250CommonSOLE
52567D107LMNDLemonade Inc.$2,8830.00%46CommonSOLE
04208T108AHRTAH Realty Trust Inc$2,7500.00%500CommonSOLE
78468R721TFIState Street Spdr Nuveen Ice$2,7200.00%60CommonSOLE
172908105CTASCintas Corp$2,7060.00%16CommonSOLE
16679L109CHWYChewy Inc$2,7000.00%100CommonSOLE
91332U101UUnity Software Inc$2,6330.00%120CommonSOLE
03782L101APPNAppian Corp$2,5320.00%105CommonSOLE
46187W107INVHInvitation Homes Inc$2,4850.00%100CommonSOLE
674599162OXY/WSOccidental Petroleum Corp Eqy Warrant$2,4450.00%57CommonSOLE
771049103RBLXRoblox Corp$1,9800.00%35CommonSOLE
25402D102DOCNDigitalocean Holdings INC$1,9730.00%23CommonSOLE
922475108VEEVVeeva Systems INC$1,5810.00%9CommonSOLE
93148P102WDWalker & Dunlop Inc.$1,5530.00%35CommonSOLE
147528103CASYCaseys General Stores$1,4560.00%2CommonSOLE
157210105CEVACeva Inc.$1,3080.00%70CommonSOLE
83417M104SEDGSolaredge Technologies INC$9190.00%18CommonSOLE
26916J205GWHESS Tech, Inc$7410.00%633CommonSOLE
26622P107DOCSDoximity INC$7220.00%31CommonSOLE
86800U302SMCISuper Micro Computer$6830.00%30CommonSOLE
72352L106PINSPinterest Inc.$6420.00%35CommonSOLE
389930207BTCGrayscale Bitcoin Mini Trust ETF$6000.00%20CommonSOLE
74767V109QSQuantumscape Corp$5740.00%90CommonSOLE
91680M107UPSTUpstart Holdings Inc.$5640.00%22CommonSOLE
53803X105LOBLive Oak Bancshares Inc.$5290.00%16CommonSOLE
38267D109GSHDGoosehead Insurance Inc.$5120.00%12CommonSOLE
H5012F103LARLithium Argentina$5000.00%75CommonSOLE
359664109FLGTFulgent Genetics Inc.$4930.00%31CommonSOLE
14843C105CSTLCastle Biosciences Inc.$4660.00%19CommonSOLE
101044105BOCBoston Omaha Corp$4320.00%37CommonSOLE
25609L105DCBODocebo, Inc.$3670.00%21CommonSOLE
M5425M103INMDInmode Ltd Corp$3560.00%26CommonSOLE
53681J103LACLithium Americas Corp$2960.00%75CommonSOLE
925283103VSNTVersant Media Group Inc$2590.00%7CommonSOLE
74467Q103PUBMPubmatic Inc$2450.00%30CommonSOLE
156727109CRNCCerence Inc$2150.00%34CommonSOLE
20451W101CMPSCompass Pathways Plc ADR$1660.00%30CommonSOLE
87918A105TDOCTeladoc Health Inc$1360.00%25CommonSOLE
M4R82T106FVRRFiverr International Ltd$1000.00%10CommonSOLE
862945300ASSTStrive Class A$1000.00%10CommonSOLE
85209W109SPTSprout Social Inc$910.00%16CommonSOLE

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.