MondegarAI
Centennial Bank/AR/

Q1 2025 · 13F-HR

Centennial Bank/AR/holdings as filed

Filed 2025-04-29 · accession 0001994744-25-000004

$210.2M
Reported value
328
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287622IWBiShares Russell 1000 ETF$11.8M5.63%38,585CommonSOLE
25434V104DFAUDFA US Core Equity ETF$10.5M4.98%272,271CommonSOLE
74348A467NOBLProshares S&P 500 Dividend Aristocrats ETF$9.6M4.59%94,325CommonSOLE
921943858VEAVanguard FTSE Developed Markets ETF$7.5M3.56%147,038CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$6.0M2.85%31,846CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$5.6M2.68%96,553CommonSOLE
78462F103SPYSPDR S&P 500 ETF$5.3M2.53%9,499CommonSOLE
594918104MSFTMicrosoft Corp.$5.2M2.47%13,814CommonSOLE
78464A763SDYSPDR S&P Dividend ETF$4.6M2.19%33,860CommonSOLE
436893200HOMBHome BancShares, Inc.$4.5M2.15%159,509CommonSOLE
921937819BIVVanguard Intermediate Term Bond ETF$4.4M2.08%57,172CommonSOLE
921937827BSVVanguard Short Term Bond ETF$4.4M2.08%55,894CommonSOLE
78463V107GLDSPDR Gold Shares ETF$4.3M2.07%15,087CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$4.3M2.03%40,856CommonSOLE
11135F101AVGOBroadcom, Inc.$3.6M1.72%21,555CommonSOLE
037833100AAPLApple, Inc.$3.6M1.70%16,087CommonSOLE
46641Q761JQUAJPMorgan US Quality Factor ETF$3.5M1.65%61,528CommonSOLE
25434V401DFUSDimensional US Equity ETF$3.3M1.57%54,480CommonSOLE
464287499IWRiShares Russell Mid-Cap ETF$3.2M1.54%38,046CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$3.2M1.52%8,839CommonSOLE
464287655IWMiShares Russell 2000 ETF$2.6M1.22%12,843CommonSOLE
464287200IVViShares Core S&P 500 ETF$2.5M1.20%4,476CommonSOLE
46625H100JPMJPMorgan Chase & Co.$2.3M1.08%9,263CommonSOLE
922042775VEUVanguard FTSE All World Ex US ETF$2.3M1.08%37,276CommonSOLE
023135106AMZNAmazon.com, Inc.$2.2M1.06%11,696CommonSOLE
922042858VWOVanguard FTSE Emerging Markets ETF$2.2M1.05%48,875CommonSOLE
81369Y803XLKTechnology Select Sector SPDR ETF$2.1M1.02%10,382CommonSOLE
46641Q779JMOMJP Morgan US Momentum Factor ETF$2.1M1.00%37,279CommonSOLE
37954Y871URAGlobal X Funds Uranium ETF$2.0M0.96%88,225CommonSOLE
78464A375SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2.0M0.94%59,723CommonSOLE
22160K105COSTCostco Wholesale Corp$1.8M0.88%1,956CommonSOLE
872590104TMUST-Mobile US Inc$1.8M0.87%6,853CommonSOLE
78467X109DIASPDR Dow Jones Industrial Average ETF$1.7M0.82%4,095CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR ETF$1.7M0.81%40,488CommonSOLE
922908553VNQVanguard Real Estate ETF$1.6M0.77%17,875CommonSOLE
46435G516ESGDiShares ESG Aware MSCI EAFE ETF$1.4M0.69%17,700CommonSOLE
166764100CVXChevron Corp$1.4M0.68%8,605CommonSOLE
655844108NSCNorfolk Southern Corp$1.4M0.68%6,026CommonSOLE
842587107SOThe Southern Company$1.4M0.67%15,316CommonSOLE
46641Q266JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$1.4M0.65%35,928CommonSOLE
47233W109JEFJefferies Financial Group Inc$1.3M0.64%24,935CommonSOLE
172908105CTASCintas Corp$1.3M0.63%6,466CommonSOLE
548661107LOWLowe's Companies, Inc.$1.3M0.62%5,578CommonSOLE
745867101PHMPulteGroup Inc$1.3M0.61%12,547CommonSOLE
942622200WSOWatsco Inc$1.3M0.60%2,464CommonSOLE
026874784AIGAmerican International Group Inc$1.2M0.58%14,053CommonSOLE
G54950103LINLinde PLC$1.2M0.58%2,600CommonSOLE
229899109CFRCullen/Frost Bankers Inc$1.1M0.54%9,100CommonSOLE
931142103WMTWalmart Inc$1.1M0.50%12,057CommonSOLE
478160104JNJJohnson & Johnson$1.0M0.48%6,118CommonSOLE
115236101BROBrown & Brown Inc$981,3920.47%7,889CommonSOLE
46434G863ESGEiShares ESG Aware MSCI Emerging Markets ETF$981,2210.47%28,075CommonSOLE
25434V856DFIPDFA Inflation-Protected Securities ETF$965,7740.46%22,934CommonSOLE
718172109PMPhilip Morris International Inc$963,4910.46%6,070CommonSOLE
209115104EDConsolidated Edison Inc Corp$954,5020.45%8,631CommonSOLE
46120E602ISRGIntuitive Surgical Inc$929,1270.44%1,876CommonSOLE
H42097107UBSUBS Group AG$929,0120.44%30,577CommonSOLE
58933Y105MRKMerck & Co., Inc.$923,3610.44%10,287CommonSOLE
437076102HDHome Depot Inc.$905,5970.43%2,471CommonSOLE
512807306LRCXLam Research Corp.$902,5710.43%12,415CommonSOLE
464287473IWSiShares Russell Mid-Cap Value ETF$897,7880.43%7,127CommonSOLE
464287226AGGiShares Core US Aggregate Bond ETF$892,0610.42%9,018CommonSOLE
00724F101ADBEAdobe Inc$882,8860.42%2,302CommonSOLE
060505104BACBank Of America Corp$875,3280.42%20,976CommonSOLE
025816109AXPAmerican Express Co.$788,5860.38%2,931CommonSOLE
40434L105HPQHP Inc$776,1780.37%28,031CommonSOLE
30231G102XOMExxon Mobil Corp$774,2340.37%6,510CommonSOLE
713448108PEPPepsico, Inc.$725,2600.35%4,837CommonSOLE
81369Y886XLUUtilities Select Sector SPDR ETF$722,2660.34%9,160CommonSOLE
580135101MCDMcDonald's Corp$712,8280.34%2,282CommonSOLE
031162100AMGNAmgen, Inc.$668,2750.32%2,145CommonSOLE
464287630IWNiShares Russell 2000 Value ETF$664,9160.32%4,404CommonSOLE
110122108BMYBristol Myers Squibb Corp$657,7160.31%10,784CommonSOLE
25434V765DIHPDFA Dimensional International High Profitability ETF$636,4840.30%23,626CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Ordinary Shares - Class B$612,4670.29%1,150CommonSOLE
336433107FSLRFirst Solar Inc$602,4390.29%4,765CommonSOLE
281020107EIXEdison International Corp$589,2000.28%10,000CommonSOLE
46137V233XLGInvesco S&P 500 Top 50 ETF$563,7450.27%12,250CommonSOLE
02079K107GOOGAlphabet Inc Class C$553,0540.26%3,540CommonSOLE
002824100ABTAbbott Laboratories$542,1410.26%4,087CommonSOLE
20825C104COPConocophillips$541,0630.26%5,152CommonSOLE
78433H303SPYINEOS S&P 500 High Income ETF$540,0080.26%11,276CommonSOLE
464288414MUBiShares National Muni Bond ETF$527,2000.25%5,000CommonSHARED
02209S103MOAltria Group Inc$513,4110.24%8,554CommonSOLE
025537101AEPAmerican Electric Power Company, Inc.$495,9770.24%4,539CommonSOLE
922908611VBRVanguard Small Cap Value Index ETF$476,9020.23%2,560CommonSOLE
26441C204DUKDuke Energy Corp$471,9020.22%3,869CommonSOLE
68389X105ORCLOracle Corp$469,6220.22%3,359CommonSOLE
018802108LNTAlliant Energy Corp$463,3200.22%7,200CommonSOLE
532457108LLYEli Lilly and Co Corp$458,3800.22%555CommonSHARED
56585A102MPCMarathon Petroleum Corp$440,4210.21%3,023CommonSOLE
609207105MDLZMondelez International$433,2220.21%6,385CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$428,9510.20%819CommonSOLE
17275R102CSCOCisco Systems, Inc.$419,5050.20%6,798CommonSOLE
92826C839VVisa Inc Com Cl A$418,8000.20%1,195CommonSOLE
882508104TXNTexas Instruments Inc$414,7480.20%2,308CommonSHARED
92206C771VMBSVanguard Mortgage-Backed Securities ETF$405,7220.19%8,761CommonSOLE
92206C599VTHRVanguard Group, Inc. Russell 3000 Index ETF$393,3350.19%1,594CommonSOLE
539830109LMTLockheed Martin Corp$392,2110.19%878CommonSOLE
742718109PGProcter & Gamble$389,7510.19%2,287CommonSOLE
92343V104VZVerizon Communications Inc$388,3720.18%8,562CommonSOLE
969904101WSMWilliams-Sonoma Inc$374,0650.18%2,366CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$367,4480.17%7,377CommonSHARED
053015103ADPAutomatic Data Processing Inc$359,9140.17%1,178CommonSHARED
89417E109TRVTravelers Companies Inc$348,0290.17%1,316CommonSOLE
00287Y109ABBVAbbvie Inc$329,3650.16%1,572CommonSOLE
369550108GDGeneral Dynamics$320,0090.15%1,174CommonSHARED
30303M102METAMeta Platforms, Inc. Cl A$316,9980.15%550CommonSOLE
75513E101RTXRTX Corp$313,4000.15%2,366CommonSOLE
020002101ALLAllstate Corp$310,6050.15%1,500CommonSOLE
57636Q104MAMastercard, Inc.$309,6880.15%565CommonSOLE
46138G300XSHQInvesco S&P SmallCap Quality ETF$304,3040.14%7,700CommonSOLE
501044101KRThe Kroger Co$299,2570.14%4,421CommonSOLE
438516106HONHoneywell International Inc$292,8500.14%1,383CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR ETF$288,3540.14%2,200CommonSOLE
988498101YUMYum! Brands Inc$283,2480.13%1,800CommonSOLE
803054204SAPSAP SE$281,8620.13%1,050CommonSOLE
808524797SCHDSchwab Strategic Trust US Dividend Equity ETF$281,1380.13%10,055CommonSOLE
704326107PAYXPaychex Inc$279,7100.13%1,813CommonSOLE
92206C623VTWGVanguard Russell 2000 Growth ETF$272,0860.13%1,460CommonSOLE
81369Y100XLBMaterials Select Sector SPDR ETF$264,3890.13%3,075CommonSOLE
03027X100AMTAmerican Tower Corp REIT$258,9440.12%1,190CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$255,0920.12%3,372CommonSOLE
97717Y527USFRWisdomtree Floating Rate Treasury ETF$250,4420.12%4,976CommonSOLE
92206C714VONVVanguard Russell 1000 Value ETF$250,0140.12%3,029CommonSOLE
00206R102TAT&T Corp$247,0540.12%8,736CommonSOLE
717081103PFEPfizer Inc$230,5940.11%9,100CommonSOLE
65339F101NEENextera Energy Inc$227,4150.11%3,208CommonSHARED
254687106DISWalt Disney Co$225,3320.11%2,283CommonSHARED
92206C649VTWVVanguard Russell 2000 Value ETF$225,3210.11%1,693CommonSOLE
191216100KOCoca-Cola Co$225,1020.11%3,143CommonSHARED
949746101WMT2Wells Fargo & Co$217,4520.10%3,029CommonSOLE
464287150ITOTBlackrock Institutional Trust Company N.A. Ishares Core S&p Total U.S. Stock Market Etf$216,3240.10%1,773CommonSOLE
464288638IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$216,0150.10%4,113CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth ETF$205,9600.10%1,753CommonSOLE
29250N105ENBEnbridge Inc$204,8890.10%4,624CommonSOLE
682680103OKEOneok Inc$201,3170.10%2,029CommonSHARED
872540109TJXTJX Companies Inc$191,1040.09%1,569CommonSHARED
595112103MUMicron Technology Inc$173,7800.08%2,000CommonSOLE
921908844VIGVanguard Dividend Appreciation ETF$166,8310.08%860CommonSOLE
718546104PSXPhillips 66 Corp$163,6110.08%1,325CommonSOLE
67066G104NVDANVIDIA Corp.$163,2200.08%1,506CommonSOLE
494368103KMBKimberly-Clark Corp$162,2730.08%1,141CommonSOLE
92189F601NLRVanEck Uranium and Nuclear ETF$161,1940.08%2,200CommonSOLE
370334104GISGeneral Mills Inc$158,0850.08%2,644CommonSOLE
46429B291QLTAiShares Aaa - A Rated Corporate Bond ETF$156,3260.07%3,289CommonSOLE
09260D107BXBlackstone, Inc.$153,0590.07%1,095CommonSOLE
189054109CLXClorox Co Del Com$147,2500.07%1,000CommonSOLE
670346105NUENucor Corp$140,6770.07%1,169CommonSOLE
907818108UNPUnion Pacific Corp.$134,1840.06%568CommonSOLE
459200101IBMInternational Business Machines Corp$133,0330.06%535CommonSHARED
922908363VOOVanguard 500 Index ETF$130,5330.06%254CommonSOLE
666807102NOCNorthrop Grumman Corp$128,0030.06%250CommonSOLE
09290D101BLKBlackrock Funding, Inc.$126,8280.06%134CommonSOLE
372460105GPCGenuine Parts Co$125,9310.06%1,057CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1 ETF$117,2300.06%250CommonSOLE
78464A672SPTISPDR Portfolio Intermediate Term Treasury ETF$117,1210.06%4,098CommonSOLE
617446448MSMorgan Stanley$116,6700.06%1,000CommonSOLE
922907746VTEBVanguard Group, Inc. Tax-Exempt Bond ETF$115,7630.06%2,333CommonSOLE
969457100WMBWilliams Companies Inc$113,5440.05%1,900CommonSOLE
95040Q104WELLWelltower Inc Com$113,3750.05%740CommonSOLE
071813109BAXBaxter International Inc Corp$112,9590.05%3,300CommonSOLE
126650100CVSCVS Health Corp$112,8720.05%1,666CommonSOLE
09062X103BIIBBiogen Inc Com$109,4720.05%800CommonSOLE
92343E102VRSNVerisign, Inc$109,1640.05%430CommonSOLE
72201R866MUNIPIMCO Intermediate Municipal Bond Active ETF$108,1520.05%2,098CommonSOLE
04010L103ARCCAres Capital Corp$107,6090.05%4,856CommonSHARED
464287465EFAiShares MSCI EAFE ETF$99,7920.05%1,221CommonSOLE
747525103QCOMQualcomm Inc$94,9310.05%618CommonSHARED
464287648IWOiShares Russell 2000 Growth ETF$91,2240.04%357CommonNONE
149123101CATCaterpillar Inc$86,0780.04%261CommonSOLE
29364G103ETREntergy Corp$85,4900.04%1,000CommonSOLE
452308109ITWIllinois Tool Works Inc$81,8430.04%330CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$81,4950.04%527CommonSOLE
922908629VOVanguard Mid-Cap ETF$81,4650.04%315CommonSOLE
G29183103ETNEaton Corp PLC$80,1900.04%295CommonSOLE
922908751VBVanguard Small-Cap Index ETF$78,7210.04%355CommonSOLE
25434V807DFIVDimensional International Value Trust ETF$78,5230.04%1,995CommonSOLE
200340107CMAComerica Inc Corp$77,4280.04%1,311CommonSOLE
046353108AZNNAstrazeneca PLC ADR$70,5600.03%960CommonSHARED
464287705IJJiShares S&P Mid- Cap 400 Value ETF$69,2040.03%578CommonSOLE
254709108DFSEURDiscover Financial Services Corp$68,2800.03%400CommonSOLE
98389B100XELXcel Energy Inc$67,0380.03%947CommonSHARED
81369Y209XLVHealth Care Select Sector SPDR ETF$66,8730.03%458CommonSOLE
58155Q103MCKMckesson Corp$66,6260.03%99CommonSOLE
78468R200FLRNSPDR Bloomberg Investment Grade Floating Rate ETF$66,1710.03%2,147CommonSOLE
654106103NKENike Inc Cl B$63,4800.03%1,000CommonSOLE
14149Y108CAHCardinal Health Inc$63,2360.03%459CommonSOLE
464287432TLTiShares 20 Year Treasury Bond ETF$62,7200.03%689CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$62,4430.03%1,157CommonSOLE
674599105OXYOccidental Petroleum Corp$60,6630.03%1,229CommonSOLE
291011104EMREmerson Electric Co$58,0000.03%529CommonSHARED
66987V109NVSNovartis AG ADR$57,9700.03%520CommonSOLE
756109104ORealty Income Corp REIT$56,0380.03%966CommonSOLE
30034W106EVRGEvergy Inc$53,5740.03%777CommonSHARED
78409V104SPGIS&P Global, Inc.$50,8100.02%100CommonSOLE
406216101HALHalliburton Corp$50,7400.02%2,000CommonSOLE
14448C104CARRCarrier Global Corp$50,6570.02%799CommonSHARED
482480100KLACKLA Corp$50,3050.02%74CommonSOLE
233331107DTEDTE Energy Co$48,3950.02%350CommonSHARED
962166104WYWeyerhaeuser$47,0530.02%1,607CommonSHARED
81369Y407XLYConsumer Discretionary Select Sector SPDR ETF$46,7980.02%237CommonSOLE
92204A702VGTVanguard Information Technology ETF$45,5600.02%84CommonSOLE
464288240ACWXiShares MSCI ACWI Ex-US ETF$42,9740.02%775CommonSOLE
92189F676SMHVanEck Semiconductor ETF$42,2940.02%200CommonSOLE
33733E302FDNFirstTrust Dow Jones Internet ETF$39,9870.02%180CommonSOLE
78468R853SPSMSPDR Series Trust Portfolio S&P 600 Small Cap ETF$39,6590.02%973CommonSOLE
464287879IJSiShares S&P Smallcap 600 Value Index ETF$39,1870.02%402CommonSOLE
922908744VTVVanguard Value ETF$38,8670.02%225CommonSOLE
458140100INTCIntel Corp$38,7430.02%1,706CommonSOLE
363576109AJGArthur J. Gallagher & Co.$38,3220.02%111CommonSOLE
233051432HYLBDbx Etf Trust Xtrackers USD High Yield Corporate Bond$38,1740.02%1,056CommonSOLE
038222105AMATApplied Materials, Inc.$36,2800.02%250CommonSOLE
88579Y101MMM3M Company$35,2460.02%240CommonSOLE
824348106SHWSherwin Williams Co$34,9190.02%100CommonSOLE
78468R606SPHYSPDR Portfolio High Yield Bond ETF$34,4740.02%1,472CommonSOLE
464287242LQDiShares iBoxx $ Investment Grade Corporate Bond ETF$34,1290.02%314CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$33,9540.02%300CommonSOLE
464287234EEMiShares MSCI Emerging Markets ETF$33,4310.02%765CommonSOLE
464287606IJKiShare S&P Mid-Cap 400 Growth ETF$33,3120.02%400CommonSOLE
125523100CIThe Cigna Corp$32,9000.02%100CommonSOLE
92206C870VCITVanguard Intermediate-Term Corporate Bond ETF$32,7040.02%400CommonSOLE
110448107BTIBritish American Tobacco PLC$32,2690.02%780CommonSOLE
001055102AFLAFLAC, Inc.$31,9120.02%287CommonSOLE
237194105DRIDarden Restaurants Inc$31,1640.01%150CommonSOLE
235851102DHRDanaher Corp$30,7500.01%150CommonSOLE
89832Q109TFCTruist Financial Corp$30,4920.01%741CommonSOLE
023608102AEEAmeren Corp$30,1200.01%300CommonSHARED
464287721IYWBlackrock Institutional Trust Company N.A. Ishares U.S. Technology Etf$30,0540.01%214CommonSOLE
81369Y852XLCCommunication Services Select Sector SPDR ETF$29,5140.01%306CommonSOLE
464287887IJTiShares S&P Small-Cap 600 Growth ETF$29,3820.01%236CommonSOLE
88160R101TSLATesla Inc$29,0260.01%112CommonSOLE
33733E104FTCSFirstTrust Capital Strength ETF$28,6850.01%320CommonSOLE
46432F339QUALiShares MSCI USA Quality Factor ETF$27,6840.01%162CommonSOLE
G5960L103MDTMedtronic PLC$25,5200.01%284CommonSHARED
883556102TMOThermo Fisher Scientific Inc$24,8800.01%50CommonSOLE
78463X509SPEMSPDR Portfolio Emerging Markets ETF$24,4490.01%621CommonSOLE
46429B697USMViShares MSCI USA Min Vol Factor ETF$24,1640.01%258CommonSOLE
H1467J104CBChubb Limited Com$23,8570.01%79CommonSOLE
464288281EMBiShares JP Morgan USD Emerging Markets Bond ETF$23,1000.01%255CommonSOLE
855244109SBUXStarbucks Corp$22,6590.01%231CommonSOLE
26614N102DDDupont De Nemours Inc Corp$22,6280.01%303CommonSOLE
574599106MASMasco Corp$22,6010.01%325CommonSOLE
205887102CAGConagra Foods Inc Com$22,2430.01%834CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$21,7220.01%234CommonSOLE
260557103DOWDow Inc Corp$21,1620.01%606CommonSOLE
81369Y506XLEEnergy Select Sector SPDR ETF$19,9050.01%213CommonSOLE
921946406VYMVanguard High Dividend Yield ETF$19,7310.01%153CommonSOLE
172967424CCitigroup Inc$19,1670.01%270CommonSOLE
681919106OMCOmnicom Group Inc$19,0690.01%230CommonSHARED
049560105ATOAtmos Energy Corp$18,8590.01%122CommonSOLE
231021106CMICummins Inc. Ordinary Shares$18,8060.01%60CommonSOLE
194162103CLColgate-Palmolive Co$18,7400.01%200CommonSOLE
09857L108BKNGBooking Holdings Inc.$18,4280.01%4CommonSOLE
464287762IYHiShares U.S. Healthcare ETF$18,2060.01%299CommonSOLE
863667101SYKStryker Corp$17,8680.01%48CommonSOLE
892331307TMToyota Motor Corporation ADR$17,8300.01%101CommonSOLE
464285204IAUiShares Gold Trust ETF$17,6880.01%300CommonSOLE
345370860FFord Motor Co$17,0310.01%1,698CommonSOLE
23345M107DTMDT Midstream Inc.$16,8840.01%175CommonSHARED
23334J107DTFDuff & Phelps Investment Management Co. Dtf Tax-Free Income 2028 Term Fund Inc$16,8150.01%1,500CommonSOLE
81762P102NOWServicenow, Inc.$15,9230.01%20CommonSOLE
780259305SHELShell PLC ADR$15,7550.01%215CommonSOLE
42824C109HPEHewlett Packard Enterprise Co$15,4300.01%1,000CommonSOLE
464287689IWViShares Russell 3000 ETF$14,9290.01%47CommonSOLE
443510607HUBBHubbell Inc.$14,8910.01%45CommonSOLE
075887109BDXBecton Dickinson & Co.$14,8890.01%65CommonSOLE
46435G193SUSCiShares ESG Aware USD Corporate Bond ETF$13,8360.01%600CommonSOLE
921937835BNDVanguard Total Bond Market ETF$13,5880.01%185CommonSOLE
902494103TSNTyson Foods Inc$12,7620.01%200CommonSOLE
92204A207VDCVanguard Consumer Staples Index ETF$12,4730.01%57CommonSOLE
871829107SYYSysco Corp$11,6310.01%155CommonSHARED
68902V107OTISOtis Worldwide Corp$11,3520.01%110CommonSOLE
032654105ADIAnalog Devices Inc$10,8900.01%54CommonSOLE
22052L104CTVACorteva Inc Corp$10,8240.01%172CommonSOLE
79466L302CRMSalesforce.com$10,7340.01%40CommonSOLE
49456B101KMIKinder Morgan Inc Class P$10,5280.01%369CommonSOLE
134429109CPBThe Campbell's Company$9,9800.00%250CommonSOLE
92204A603VISVanguard Industrials Index ETF$9,9020.00%40CommonSOLE
009158106APDAir Products & Chemicals Inc$9,7320.00%33CommonSOLE
464287556IBBiShares Biotechnology ETF$9,5930.00%75CommonSOLE
56501R106MFCManulife Financial Corp$8,8780.00%285CommonSOLE
457187102INGRIngredion, Inc. Corp$8,5180.00%63CommonSOLE
98978V103ZTSZoetis Inc Class A$8,2330.00%50CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR Fund ETF$8,1670.00%100CommonSOLE
889478103TOLToll Brothers Inc$7,9190.00%75CommonSOLE
500754106KHCKraft Heinz Co$7,8810.00%259CommonSOLE
007903107AMDAdvanced Micro Devices Inc$7,7060.00%75CommonSOLE
34959E109FTNTFortinet Inc.$7,7010.00%80CommonSOLE
G51502105JCIJohnson Controls International PLC$7,2100.00%90CommonSOLE
244199105DEDeere & Co$7,0400.00%15CommonSOLE
595017104MCHPMicrochip Technology Inc$6,9230.00%143CommonSOLE
87612E106TGTTarget Corp$6,8880.00%66CommonSHARED
219350105GLWCorning Inc$6,8670.00%150CommonSOLE
G1151C101ACNAccenture PLC Cl A$6,8650.00%22CommonSOLE
59156R108METMetLife Inc$6,6640.00%83CommonSOLE
G3223R108EGEverest Group Ltd Ordinary Shares$6,5400.00%18CommonSOLE
55261F104MTBM&T Bank Corp$6,2560.00%35CommonSOLE
369604301GEGeneral Electric Co$6,2050.00%31CommonSOLE
31428X106FDXFedEx Corp Com$6,0950.00%25CommonSOLE
665859104NTRSNorthern Trust Corp$5,9190.00%60CommonSHARED
N53745100LYBLyondellbasell Industries Nv Class A$5,9140.00%84CommonSOLE
303075105FDSFactset Research System$5,9100.00%13CommonSOLE
15189T107CNPCenterpoint Energy Inc$5,7970.00%160CommonSOLE
911312106UPSUnited Parcel Service, Inc$5,5000.00%50CommonSHARED
37940X102GPNGlobal Payments Inc$5,4840.00%56CommonSHARED
502431109LHXL3harris Technologies Inc$5,4420.00%26CommonSOLE
H2906T109GRMNGarmin Ltd Corp$5,4280.00%25CommonSHARED
902973304USBUS Bancorp$4,8130.00%114CommonSHARED
14040H105COFCapital One Financial Corp$4,4830.00%25CommonSOLE
674599162OXY/WSOccidental Petroleum Corp. Warrants (03/08/2027)$4,2340.00%153CommonSOLE
922042676VNQIVanguard Global Ex-US Real Estate ETF$4,0460.00%100CommonSOLE
46435U663ESMLiShares ESG Aware MSCIi USA Small-Cap ETF$3,8410.00%100CommonSOLE
934423104WBDWarner Bros Discovery, Inc. Cl A$3,6370.00%339CommonSHARED
25434V302DFAEDimensional ETF Trust Emerging Core Equity Market$3,4430.00%133CommonSOLE
316092865FUTYFidelity MSCI Utilities Index ETF$3,3630.00%66CommonSOLE
83444M101SOLVSolventum Corp$3,0420.00%40CommonSOLE
427866108HSYHershey Co Foods Corp$2,5650.00%15CommonSOLE
277432100EMNEastman Chemical Co$2,5550.00%29CommonSHARED
92204A801VAWVanguard Materials Index ETF$2,4550.00%13CommonSOLE
460690100IPGThe Interpublic Group of Companies Inc$1,4670.00%54CommonSOLE
931427108WFCWalgreens Boots Alliance Inc$1,4300.00%128CommonSHARED
963320106WHRWhirlpool Corp$1,2620.00%14CommonSHARED
524660107LEGLeggett & Platt Inc$1,0840.00%137CommonSHARED
405552100HLNHaleon PLC ADR$7310.00%71CommonSOLE
92206C680VONGVanguard Russell 1000 Growth ETF$6500.00%7CommonSOLE
50155Q100KDKyndryl Holdings Inc$2830.00%9CommonSHARED
92338C103VLTOVeralto Corp$320.00%0CommonSOLE

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.