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Institutional

Centennial Bank/AR/

CIK 0001994744
$278.7M
Reported AUM
323
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Centennial Bank/AR/ · Q1 2026

AI · grounded in 13F

Centennial Bank/AR/ increased its position in Vanguard Mortgage-Backed Securities ETF VMBS by 646.63%. The fund also accumulated shares of iShares Aaa - A Rated Corporate Bond ETF QLTA by 642.45% and Wisdomtree Floating Rate Treasury ETF USFR by 514.06%. On the sell side, the fund trimmed its holdings in iShares Russell 1000 Growth ETF IWF by 30.38% and Dimensional US Equity ETF DFUS by 47.81%.

Portfolio · Q1 2026

DFAUACWIVEAIWBXLKVEUSPYIJHVMBSBSVBIVESGDOther$177.3MCB

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1DFAUDFA US Core Equity ETF$50.85-2.62%24.95%75.45%$12.1M4.34%+22,189+9.0%
2ACWIiShares MSCI ACWI ETF$154.39-2.98%24.80%63.87%$12.1M4.33%+2,350+2.8%
3VEAVanguard FTSE Developed Markets ETF$69.17-3.72%26.80%55.20%$11.7M4.21%+33,996+22.8%
4IWBiShares Russell 1000 ETF$403.01-2.58%23.62%73.29%$10.2M3.65%2,576−8.3%
5XLKTechnology Select Sector SPDR ETF$180.30-6.66%52.15%143.77%$8.2M2.95%+2,930+5.0%
6VEUVanguard FTSE All World Ex US ETF$81.13-3.76%26.24%50.97%$8.0M2.87%+17,191+19.2%
7SPYSPDR S&P 500 ETF$737.55-2.58%24.51%79.50%$7.4M2.66%95−0.8%
8IJHiShares Core S&P Mid-Cap ETF$73.95-2.00%22.71%46.95%$6.7M2.39%226−0.2%
9VMBSVanguard Mortgage-Backed Securities ETF$46.38-0.47%7.16%1.72%$6.3M2.26%+116,342+646.6%
10BSVVanguard Short Term Bond ETF$77.60-0.26%4.01%8.08%$6.3M2.25%+19,313+31.8%
11BIVVanguard Intermediate Term Bond ETF$76.05-0.51%5.13%-0.86%$6.3M2.25%+19,416+31.4%
12ESGDiShares ESG Aware MSCI EAFE ETF$101.02-2.62%17.11%45.82%$6.2M2.22%+40,700+168.9%
13IJRiShares Core S&P Small-Cap ETF$137.68-1.84%29.63%34.80%$5.0M1.78%695−1.7%
14IWRiShares Russell Mid-Cap ETF$106.21-2.12%19.13%42.17%$4.9M1.75%+4,431+9.7%
15GLDSPDR Gold Shares ETF$396.24-3.65%29.84%133.33%$4.6M1.66%1,747−14.0%
16SPYINEOS S&P 500 High Income ETF$52.77-2.24%19.88%84.29%$4.4M1.59%+53,921+151.7%
17VWOVanguard FTSE Emerging Markets ETF$58.03-3.78%23.65%32.53%$4.4M1.58%+20,825+34.3%
18USFRWisdomtree Floating Rate Treasury ETF$50.390.06%4.03%19.29%$4.3M1.53%+71,064+514.1%
19XLIIndustrial Select Sector SPDR ETF$174.18-1.12%21.80%81.29%$4.1M1.47%+11,198+79.4%
20AVGOBroadcom, Inc.$385.73-7.92%57.48%771.51%$3.9M1.39%1,789−12.5%
21AAPLApple, Inc.$307.34-1.25%51.31%116.17%$3.8M1.36%686−4.4%
22XLFFinancial Select Sector SPDR ETF$52.300.21%3.56%55.63%$3.7M1.34%+18,125+31.5%
23QLTAiShares Aaa - A Rated Corporate Bond ETF$47.17-0.55%5.64%-2.14%$3.7M1.33%+67,573+642.5%
24ESGEiShares ESG Aware MSCI Emerging Markets ETF$51.82-6.48%40.20%38.74%$3.6M1.30%+39,025+96.7%
25MSFTMicrosoft Corp.$416.67-2.66%-10.71%52.39%$3.6M1.28%104−1.1%
26IWDiShares Russell 1000 Value ETF$236.42-1.91%26.12%62.18%$3.3M1.19%5,474−26.0%
27URAGlobal X Funds Uranium ETF$45.31-9.88%41.12%175.62%$3.2M1.16%4,700−6.6%
28HOMBHome BancShares, Inc.$27.121.04%-1.77%47.86%$3.2M1.15%10,232−7.9%
29JQUAJPMorgan US Quality Factor ETF$69.89-2.82%18.59%76.96%$3.2M1.14%+1,264+2.5%
30XLCCommunication Services Select Sector SPDR ETF$111.67-1.27%9.01%42.30%$3.2M1.14%+4,033+16.3%
31XLGInvesco S&P 500 Top 50 ETF$62.21-2.69%$3.1M1.11%+2,850+5.3%
32MUBiShares National Muni Bond ETF$106.97-0.21%$2.9M1.05%+5,405+24.4%
33SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETF$33.24-0.45%$2.7M0.96%+13,760+21.0%
34JMOMJP Morgan US Momentum Factor ETF$80.21-3.80%$2.6M0.94%+2,142+5.9%
35DFUSDimensional US Equity ETF$80.40-2.76%$2.6M0.94%33,700−47.8%
36IVViShares Core S&P 500 ETF$740.91-2.62%$2.5M0.89%48−1.3%
37IWMiShares Russell 2000 ETF$281.65-3.55%$2.3M0.84%939−9.1%
38XLPConsumer Staples Select Sector SPDR ETF$83.441.71%$2.3M0.82%+12,176+78.2%
39XLVHealth Care Select Sector SPDR ETF$153.010.61%$1.9M0.70%+2,287+20.9%
40XLREReal Estate Select Sector SPDR ETF$44.700.68%$1.8M0.65%+967+2.2%
41JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$59.62-6.55%$1.8M0.64%+4,992+17.1%
42CVXChevron Corp$187.31-0.55%$1.8M0.63%120−1.4%
43COSTCostco Wholesale Corp$971.87-0.05%$1.7M0.63%200−10.2%
44XLYConsumer Discretionary Select Sector SPDR ETF$114.86-2.05%$1.7M0.61%1,841−10.5%
45VXFVanguard Extended Markets ETF$231.90-3.32%$1.6M0.56%+7,150+1547.6%
46AMZNAmazon.com, Inc.$246.03-3.06%$1.5M0.55%924−11.2%
47NOBLProshares S&P 500 Dividend Aristocrats ETF$54.530.66%$1.5M0.54%3,050−17.7%
48WMTWalmart Inc$118.880.97%$1.5M0.54%130−1.1%
49VNQVanguard Real Estate ETF$96.790.72%$1.4M0.51%+142+0.9%
50DFIPDFA Inflation-Protected Securities ETF$41.64-0.48%$1.4M0.50%+8,258+32.9%
51MUNIPIMCO Intermediate Municipal Bond Active ETF$52.31-0.15%$1.3M0.48%HELD
52VTHRVanguard Russell 3000 Index ETF$325.21-2.58%$1.3M0.48%HELD
53IWFiShares Russell 1000 Growth ETF$122.69-3.26%$1.3M0.47%1,339−30.4%
54JNJJohnson & Johnson$232.772.02%$1.3M0.46%155−2.8%
55AVSCAvantis U.S Small Cap Equity ETF$68.33-1.75%$1.3M0.46%+7,684+59.3%
56JPMJPMorgan Chase & Co.$312.370.48%$1.3M0.46%460−9.5%
57GVIiShares Intermediate Government/Credit Bond ETF$105.50-0.31%$1.3M0.45%6,904−36.8%
58SDYState Street SPDR S&P Dividend ETF$149.930.35%$1.3M0.45%5,505−38.9%
59CFRCullen/Frost Bankers Inc$140.161.66%$1.2M0.44%100−1.1%
60SOThe Southern Company$92.601.07%$1.2M0.43%1,292−9.4%
61XLUUtilities Select Sector SPDR ETF$44.350.93%$1.2M0.43%+1,207+4.9%
62LRCXLam Research Corp.$303.28-9.85%$1.2M0.42%660−10.8%
63SPTIState Street SPDR Portfolio Intermediate Term Treasury ETF$28.18-0.42%$1.1M0.41%+27,944+242.0%
64XLEEnergy Select Sector SPDR ETF$57.67-1.84%$1.1M0.40%+1,800+11.1%
65IBITiShares Bitcoin Trust ETF$34.14-5.22%$1.1M0.38%+27,530NEW
66LINLinde PLC$507.900.09%$1.0M0.37%500−19.2%
67GOOGAlphabet Inc Class C$365.76-0.95%$1.0M0.36%HELD
68PMPhilip Morris International Inc$178.291.89%$944K0.34%400−6.5%
69PHMPulteGroup Inc$118.400.15%$917K0.33%160−2.0%
70XOMExxon Mobil Corp$149.92-1.39%$915K0.33%150−2.7%
71IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$52.69-0.57%$914K0.33%+17,166NEW
72LOWLowe's Companies, Inc.$210.741.55%$884K0.32%56−1.5%
73BACBank Of America Corp$53.83-0.63%$866K0.31%150−0.8%
74IDViShares International Select Dividend ETF$43.42-1.63%$841K0.30%+14,878+304.4%
75MRKMerck & Co., Inc.$120.790.44%$833K0.30%383−5.2%
76EDConsolidated Edison Inc Corp$106.262.09%$830K0.30%800−9.8%
77XLBMaterials Select Sector SPDR ETF$50.63-1.92%$789K0.28%+4,082+34.8%
78UBSUBS Group AG$47.01-1.38%$763K0.27%HELD
79PEPPepsico, Inc.$141.92-0.16%$745K0.27%5−0.1%
80AIGAmerican International Group Inc$75.492.79%$745K0.27%174−1.7%
81AXPAmerican Express Co.$310.66-0.60%$735K0.26%500−17.1%
82MPCMarathon Petroleum Corp$262.01-1.89%$720K0.26%HELD
83CTASCintas Corp$179.85-0.06%$711K0.26%72−1.7%
84HDHome Depot Inc.$310.780.27%$705K0.25%183−7.9%
85TMUST-Mobile US Inc$178.100.61%$698K0.25%910−21.5%
86COPConocophillips$117.14-1.75%$668K0.24%61−1.2%
87STXSeagate Technology Holdings Plc Ordinary Shares$847.47-8.48%$662K0.24%310−15.5%
88EIXEdison International Corp$73.332.12%$659K0.24%1,000−10.0%
89BMYBristol Myers Squibb Corp$57.271.18%$635K0.23%HELD
90MCDMcDonald's Corp$279.842.61%$605K0.22%121−5.9%
91JEFJefferies Financial Group Inc$55.690.81%$600K0.22%HELD
92IWSiShares Russell Mid-Cap Value ETF$159.43-1.87%$585K0.21%38−0.9%
93WSOWatsco Inc$371.380.63%$552K0.20%HELD
94AMGNAmgen, Inc.$349.581.15%$537K0.19%9−0.6%
95LNTAlliant Energy Corp$72.872.07%$531K0.19%100−1.3%
96AGGiShares Core US Aggregate Bond ETF$98.17-0.50%$523K0.19%1,344−20.3%
97MUMicron Technology Inc$864.01-13.25%$507K0.18%500−25.0%
98MOAltria Group Inc$72.192.25%$504K0.18%332−4.2%
99AEPAmerican Electric Power Company, Inc.$129.141.06%$501K0.18%HELD
100LMTLockheed Martin Corp$523.760.91%$496K0.18%44−5.1%
101Austin Tex Elec Util Sys Rev TX 2.987 11/15/2029$480K0.17%+500,000NEW
102RTXRTX Corp$467K0.17%HELD
103FLRNState Street SPDR Bloomberg Investment Grade Floating Rate ETF$466K0.17%8,147−35.0%
104ISRGIntuitive Surgical Inc$456K0.16%HELD
105TXNTexas Instruments Inc$456K0.16%10−0.4%
106IWNiShares Russell 2000 Value ETF$446K0.16%HELD
107VCITVanguard Intermediate-Term Corporate Bond ETF$425K0.15%+300+6.2%
108GDGeneral Dynamics$412K0.15%HELD
109ADBEAdobe Inc$393K0.14%91−5.3%
110LLYEli Lilly and Co Corp$389K0.14%HELD
111ABTAbbott Laboratories$363K0.13%4−0.1%
112METAMeta Platforms, Inc. Cl A$360K0.13%+80+14.5%
113HPQHP Inc$350K0.13%1,233−6.3%
114BROBrown & Brown Inc$347K0.12%HELD
115CSCOCisco Systems, Inc.$346K0.12%606−12.0%
116DUKDuke Energy Corp$346K0.12%151−5.4%
117FSLRFirst Solar Inc$338K0.12%430−20.0%
118IEFAiShares Core MSCI EAFE ETF$326K0.12%HELD
119VVisa Inc Com Cl A$323K0.12%75−6.6%
120ABBVAbbvie Inc$322K0.12%170−10.3%
121TRVTravelers Companies Inc$318K0.11%HELD
122NEENextera Energy Inc$317K0.11%100−2.9%
123VZVerizon Communications Inc$316K0.11%225−3.4%
124HONHoneywell International Inc$311K0.11%HELD
125ALLAllstate Corp$311K0.11%HELD
126MDLZMondelez International$305K0.11%900−14.5%
127BRK/BBerkshire Hathaway Inc. Ordinary Shares - Class B$288K0.10%15−2.4%
128MAMastercard, Inc.$282K0.10%HELD
129PGProcter & Gamble$280K0.10%180−8.5%
130YUMYum! Brands Inc$280K0.10%HELD
131NVDANVIDIA Corp.$258K0.09%25−1.7%
132ITOTIshares Trust Core S&p Total U.S. Stock Market Etf$253K0.09%HELD
133ADPAutomatic Data Processing Inc$239K0.09%HELD
134SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETF$236K0.08%+5,566+143.5%
135KOCoca-Cola Co$228K0.08%HELD
136TJXTJX Companies Inc$221K0.08%150−9.8%
137IAUiShares Gold Trust ETF$220K0.08%HELD
138SPHYState Street SPDR Portfolio High Yield Bond ETF$214K0.08%HELD
139ENBEnbridge Inc$206K0.07%449−10.6%
140PSXPhillips 66 Corp$205K0.07%5−0.4%
141ORCLOracle Corp$204K0.07%2,315−62.5%
142CATCaterpillar Inc$200K0.07%HELD
143PFEPfizer Inc$200K0.07%HELD
144TAT&T Corp$188K0.07%575−8.1%
145TLTISHARES TR$182K0.07%+2,100NEW
146IEFiShares Barclays 7-10 Year Treasury Bond ETF$181K0.06%1,851−49.4%
147SAPSAP SE$180K0.06%HELD
148WMT2Wells Fargo & Co$176K0.06%330−13.0%
149EFAiShares MSCI EAFE ETF$175K0.06%HELD
150DIHPDFA Dimensional International High Profitability ETF$175K0.06%4,449−45.1%
151NUENucor Corp$172K0.06%151−12.9%
152NOCNorthrop Grumman Corp$171K0.06%HELD
153VBRVanguard Small Cap Value Index ETF$165K0.06%300−28.3%
154MSMorgan Stanley$165K0.06%HELD
155OKEOneok Inc$164K0.06%HELD
156NSCNorfolk Southern Corp$158K0.06%HELD
157BIIBBiogen Inc Com$147K0.05%HELD
158WELLWelltower Inc Com$146K0.05%HELD
159IWPiShares Russell Mid-Cap Growth ETF$145K0.05%750−39.8%
160QQQInvesco QQQ Trust Series 1 ETF$144K0.05%HELD
161PAYXPaychex Inc$140K0.05%283−15.7%
162BLKBlackrock Funding, Inc.$139K0.05%HELD
163UNHUnitedHealth Group, Inc.$139K0.05%HELD
164GOOGLAlphabet Inc Cl A$135K0.05%+6+1.3%
165EMBiShares JP Morgan USD Emerging Markets Bond ETF$135K0.05%HELD
166VOVanguard Mid-Cap ETF$124K0.04%5−1.1%
167ETREntergy Corp$120K0.04%HELD
168VOOVanguard 500 Index ETF$120K0.04%24−10.7%
169VTEBVanguard Tax-Exempt Bond ETF$116K0.04%HELD
170CVSCVS Health Corp$112K0.04%100−6.0%
171MEARiShares Short Maturity Municipal Bond ETF$108K0.04%+409+23.6%
172GPCGenuine Parts Co$107K0.04%HELD
173KLACKLA Corp$103K0.04%HELD
174ETNEaton Corp PLC$102K0.04%HELD
175VRSNVerisign, Inc$99K0.04%15−3.6%
176CAHCardinal Health Inc$97K0.03%HELD
177NFLXNetflix Inc$96K0.03%HELD
178VTWGVanguard Russell 2000 Growth ETF$93K0.03%9−2.2%
179AZNAstrazeneca PLC Ordinary Shares$93K0.03%+480NEW
180ARCCAres Capital Corp$88K0.03%HELD
181VIGVanguard Dividend Appreciation ETF$86K0.03%HELD
182ITWIllinois Tool Works Inc$86K0.03%HELD
183MCKMckesson Corp$86K0.03%HELD
184WMBWilliams Companies Inc$84K0.03%200−14.7%
185BXBlackstone, Inc.$83K0.03%108−13.0%
186QCOMQualcomm Inc$81K0.03%123−16.3%
187VBVanguard Small-Cap Index ETF$80K0.03%HELD
188COFCapital One Financial Corp$79K0.03%HELD
189HALHalliburton Corp$78K0.03%HELD
190IWViShares Russell 3000 ETF$77K0.03%HELD
191SMHVanEck Semiconductor ETF$77K0.03%HELD
192NVSNovartis AG ADR$76K0.03%HELD
193DISWalt Disney Co$75K0.03%HELD
194XELXcel Energy Inc$75K0.03%HELD
195IJTiShares S&P Small-Cap 600 Growth ETF$72K0.03%HELD
196VGSHVanguard Short Term Treasury ETF$72K0.03%1,275−50.9%
197HYDVan Eck High Yield Municipal Index ETF$72K0.03%241−14.4%
198VUGVanguard Growth ETF$71K0.03%HELD
199KMBKimberly-Clark Corp$69K0.02%258−26.6%
200UNPUnion Pacific Corp.$68K0.02%175−38.5%
201MDYSPDR S&P MidCap 400 ETF$68K0.02%+110NEW
202AMATApplied Materials, Inc.$64K0.02%HELD
203EVRGEvergy Inc$64K0.02%HELD
204SNOWSnowflake Inc. Class A$60K0.02%+398NEW
205EMREmerson Electric Co$60K0.02%HELD
206IJJiShares S&P Mid- Cap 400 Value ETF$60K0.02%25−5.3%
207ORealty Income Corp REIT$59K0.02%HELD
208GISGeneral Mills Inc$57K0.02%386−20.1%
209BAXBaxter International Inc Corp$55K0.02%15−0.5%
210IBMInternational Business Machines Corp$54K0.02%5−2.2%
211NKENike Inc Cl B$53K0.02%HELD
212DTEDTE Energy Co$51K0.02%HELD
213PZAInvesco National AMT-Free Municipal Bond ETF$49K0.02%+107+5.3%
214SPSMSPDR Series Trust Portfolio S&P 600 Small Cap ETF$47K0.02%HELD
215WSMWilliams-Sonoma Inc$46K0.02%HELD
216CARRCarrier Global Corp$45K0.02%HELD
217EEMiShares MSCI Emerging Markets ETF$43K0.02%HELD
218VTWVVanguard Russell 2000 Value ETF$43K0.02%13−4.8%
219SPGIS&P Global, Inc.$43K0.02%HELD
220FDNFirstTrust Dow Jones Internet ETF$42K0.02%HELD
221IEMGiShares Core MSCI Emerging Markets ETF$42K0.02%HELD
222SUSCiShares ESG Aware USD Corporate Bond ETF$42K0.01%+200+12.5%
223WYWeyerhaeuser$39K0.01%HELD
224IYWIshares Trust U.S. Technology Etf$39K0.01%HELD
225HYLBDBX ETF Trust Xtrackers USD High Yield Corporate Bond$38K0.01%HELD
226EFViShares MSCI EAFE Value ETF$37K0.01%HELD
227MMM3M Company$36K0.01%HELD
228IJKiShare S&P Mid-Cap 400 Growth ETF$35K0.01%HELD
229AEEAmeren Corp$33K0.01%HELD
230CMICummins Inc. Ordinary Shares$32K0.01%HELD
231SHWSherwin Williams Co$32K0.01%HELD
232AFLAFLAC, Inc.$31K0.01%+64+28.7%
233QUALiShares MSCI USA Quality Factor ETF$31K0.01%HELD
234CBChubb Limited Com$30K0.01%HELD
235FTCSFirstTrust Capital Strength ETF$30K0.01%HELD
236GLWCorning Inc$29K0.01%HELD
237SPEMSPDR Portfolio Emerging Markets ETF$29K0.01%HELD
238ZBHZimmer Biomet Holdings Inc$27K0.01%HELD
239WMWaste Management Inc$27K0.01%HELD
240IVWiShares S&P 500 Growth ETF$26K0.01%HELD
241USMViShares MSCI USA Min Vol Factor ETF$24K0.01%HELD
242DTMDT Midstream Inc.$24K0.01%HELD
243VYMVanguard High Dividend Yield ETF$23K0.01%HELD
244KRThe Kroger Co$23K0.01%HELD
245ATOAtmos Energy Corp$23K0.01%HELD
246CCitigroup Inc$22K0.01%HELD
247MDTMedtronic PLC$21K0.01%HELD
248SBUXStarbucks Corp$21K0.01%HELD
249SHELShell PLC ADR$20K0.01%HELD
250TMOThermo Fisher Scientific Inc$20K0.01%HELD
251MASMasco Corp$20K0.01%HELD
252IWOiShares Russell 2000 Growth ETF$19K0.01%HELD
253IYHiShares U.S. Healthcare ETF$18K0.01%HELD
254BTIBritish American Tobacco PLC$18K0.01%HELD
255OMCOmnicom Group Inc$17K0.01%HELD
256GEGE Aerospace$17K0.01%HELD
257DTFDuff & Phelps Investment Management Co. Dtf Tax-Free Income 2028 Term Fund Inc$17K0.01%HELD
258CLColgate-Palmolive Co$17K0.01%HELD
259TELTe Connectivity Plc Registered Shares$16K0.01%HELD
260AMDAdvanced Micro Devices Inc$15K0.01%HELD
261DHRDanaher Corp$15K0.01%HELD
262LUVSouthwest Airlines$15K0.01%HELD
263DRIDarden Restaurants Inc$15K0.01%100−57.1%
264ACWXiShares MSCI ACWI Ex-US ETF$14K0.01%HELD
265METMetLife Inc$14K0.01%50−20.0%
266ADIAnalog Devices Inc$14K0.01%10−18.5%
267DEDeere & Co$14K0.00%5−17.2%
268TSNTyson Foods Inc$13K0.00%HELD
269IBBiShares Biotechnology ETF$13K0.00%HELD
270DOWDow Inc Corp$12K0.00%HELD
271KMIKinder Morgan Inc Class P$12K0.00%HELD
272AMTAmerican Tower Corp REIT$12K0.00%120−63.2%
273JCIJohnson Controls International PLC$12K0.00%12−11.8%
274SYYSysco Corp$11K0.00%HELD
275USBUS Bancorp$11K0.00%HELD
276NOWServicenow, Inc.$10K0.00%HELD
277INTCIntel Corp$10K0.00%HELD
278BDXBecton Dickinson & Co.$10K0.00%HELD
279MFCManulife Financial Corp$10K0.00%HELD
280GSKGSK PLC$9K0.00%HELD
281LHXL3harris Technologies Inc$9K0.00%HELD
282SCHWCharles Schwab Corp$9K0.00%HELD
283CAGConagra Foods Inc Com$8K0.00%300−36.0%
284NTRSNorthern Trust Corp$8K0.00%HELD
285APDAir Products & Chemicals Inc$8K0.00%HELD
286QQnity Electronics Inc$8K0.00%+71NEW
287TFCTruist Financial Corp$7K0.00%HELD
288MTBM&T Bank Corp$7K0.00%HELD
289DDDupont De Nemours Inc Corp$6K0.00%HELD
290LHLabcorp Holdings Inc.$6K0.00%HELD
291CEGConstellation Energy Corp$6K0.00%HELD
292GEVGE Vernova Corp$6K0.00%HELD
293LYVLive Nation Entertainment Inc Ordinary Shares$6K0.00%HELD
294KHCKraft Heinz Co$6K0.00%HELD
295GRMNGarmin Ltd Corp$6K0.00%HELD
296RFRegions Financial Corp$6K0.00%HELD
297CIThe Cigna Corp$5K0.00%50−71.4%
298UPSUnited Parcel Service, Inc$5K0.00%HELD
299NEMNewmont Corp Ordinary Shares$5K0.00%HELD
300DFAEDimensional ETF Trust Emerging Core Equity Market$5K0.00%HELD
301CPBThe Campbell's Company$4K0.00%HELD
302HRBH&R Block Inc. Ordinary Shares$4K0.00%HELD
303ACNAccenture PLC Cl A$4K0.00%5−18.5%
304SLBSLB Limited$4K0.00%HELD
305EXCExelon Corp$3K0.00%HELD
306FDSFactset Research System$3K0.00%HELD
307WBDWarner Bros Discovery, Inc. Cl A$3K0.00%241−71.1%
308WATWaters Corp. Ordinary Shares$2K0.00%+8NEW
309EMNEastman Chemical Co$2K0.00%HELD
310CNPCenterpoint Energy Inc$2K0.00%HELD
311OXYOccidental Petroleum Corp$2K0.00%HELD
312ULUnilever Plc ADR$2K0.00%+27NEW
313LEGLeggett & Platt Inc$1K0.00%HELD
314KVUEKenvue Inc$8620.00%+50NEW
315VONGVanguard Russell 1000 Growth ETF$7680.00%HELD
316WHRWhirlpool Corp$7550.00%HELD
317HLNHaleon PLC ADR$7110.00%HELD
318SOLVSolventum Corp$5880.00%HELD
319GEHCGE Healthcare Technologies Inc$5690.00%HELD
320VONVVanguard Russell 1000 Value ETF$2810.00%HELD
321OXY/WSOccidental Petroleum Corp. Warrants (03/08/2027)$1290.00%HELD
322KDKyndryl Holdings Inc$1180.00%HELD
323VLTOVeralto Corp$290.00%HELD
324WLKPWestlake Chemical Partners Lp Unit9,120EXITED
325AZNNAstrazeneca PLC ADR960EXITED
326USIGiShares Broad USD Investment Grade Corporate Bond ETF1,271EXITED
327NLRVanEck Uranium and Nuclear ETF500EXITED
328XSHQInvesco S&P SmallCap Quality ETF1,231EXITED
329HBANHuntington Bancshares, Inc.1,642EXITED
330HPEHewlett Packard Enterprise Co1,000EXITED
331BKNGBooking Holdings Inc.4EXITED
332VTVVanguard Value ETF100EXITED
333SYKStryker Corp48EXITED
334TOLToll Brothers Inc75EXITED
335SLViShares Silver Trust150EXITED
336INGRIngredion, Inc. Corp63EXITED
337TGTTarget Corp70EXITED
338FOXAFox Corporation Ordinary Shares - Class A90EXITED
339ZTSZoetis Inc Class A50EXITED
340VGTVanguard Information Technology ETF6EXITED
341GPNGlobal Payments Inc56EXITED
342MKCMcCormick & Company Inc55EXITED
343PYPLPaypal Holdings Inc Ordinary Shares60EXITED
344CRMSalesforce.com10EXITED
345IPInternational Paper Co65EXITED
346SRLNState Street SPDR Blackstone Senior Loan ETF60EXITED
347AVYAvery Dennison Corp. Ordinary Shares8EXITED
348DDominion Energy Inc20EXITED
349FUTYFidelity MSCI Utilities Index ETF12EXITED
350VISVanguard Industrials Index ETF2EXITED
351VDCVanguard Consumer Staples Index ETF2EXITED
352VAWVanguard Materials Index ETF1EXITED
353DVNDevon Energy Corp4EXITED

Source: SEC EDGAR · accession 0001994744-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.