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Institutional

COHEN & STEERS, INC. (CNS)

CIK 0001284812
$57.6M
Reported AUM
442
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · COHEN & STEERS, INC. (CNS) · Q1 2026

AI · grounded in 13F

COHEN & STEERS, INC. (CNS) nearly exited its position in American Homes 4 Rent-CL AMH, reducing share count by 99.97%. The fund also trimmed holdings in Weyerhaeuser Company WY by 40.3% and Invitation Homes Inc INVH by 37.92%. On the buy side, the fund increased its stake in Essential Properties Realty EPRT by 59.08% and Agree Realty Corp. ADC by 26.74%.

Portfolio · Q1 2026

WELL$7.1MDLR$5.1MCCI$3.3MPLD$3.1MEQIXAMTEXRIRMSUIADCKIMPSAOther$25.0MC(

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1WELLWelltower Inc.$235.63-2.26%47.25%209.30%$7.1M12.31%HELD
2DLRDigital Realty Trust Inc.$193.192.66%12.43%36.18%$5.1M8.82%HELD
3CCICrown Castle Inc.$76.51-3.26%-24.97%-50.02%$3.3M5.70%HELD
4PLDPrologis Inc.$146.190.49%43.15%24.77%$3.1M5.35%HELD
5EQIXEquinix Inc.$1047.533.92%39.13%36.86%$2.8M4.82%HELD
6AMTAmerican Tower Corporation$174.46-2.68%-15.13%-30.64%$2.2M3.78%HELD
7EXRExtra Space Storage Inc.$148.21-3.04%10.87%-3.61%$2.2M3.74%HELD
8IRMIron Mountain Incorporated$124.643.22%37.91%219.47%$1.7M2.87%HELD
9SUISun Communities Inc.$124.43-2.74%3.77%-26.49%$1.5M2.64%HELD
10ADCAgree Realty Corp.$78.41-2.46%9.67%28.51%$1.3M2.34%HELD
11KIMKimco Realty Corporation$25.51-1.92%28.78%45.86%$1.2M2.10%HELD
12PSAPublic Storage$317.45-3.64%18.55%22.11%$1.2M2.07%HELD
13ESSEssex Property Trust Inc.$281.86-5.03%14.17%2.13%$1.2M2.04%HELD
14SPGSimon Property Group Inc.$230.44-2.19%53.61%128.70%$1.1M1.91%HELD
15BXPBXP, Inc.$71.67-1.78%14.82%-18.46%$1.1M1.88%HELD
16HSTHost Hotels & Resorts Inc.$25.09-1.76%74.85%92.35%$1.1M1.83%HELD
17EPRTEssential Properties Realty$31.27-2.28%9.19%22.12%$899K1.56%HELD
18HRHealthcare Realty Trust Inc.$21.53-1.28%37.24%26.07%$891K1.55%HELD
19INVHInvitation Homes Inc$29.67-1.46%2.74%-14.83%$874K1.52%HELD
20UDRUDR Inc.$38.30-3.58%3.06%-14.00%$701K1.22%HELD
21ELSEquity Lifestyle Properties$65.53-3.13%12.67%-11.39%$689K1.20%HELD
22EGPEastgroup Properties Inc.$209.580.54%33.84%35.15%$679K1.18%HELD
23NEENextEra Energy Inc.$87.93-0.60%29.29%19.57%$644K1.12%HELD
24KRGKite Realty Group Trust$28.940.31%40.87%79.73%$638K1.11%HELD
25OUTOutfront Media Inc$31.93-2.18%95.50%77.86%$570K0.99%HELD
26SBACSBA Communications Corporation$181.90-2.36%-18.31%-45.12%$539K0.94%HELD
27OHIOmega Healthcare Investors$50.40-1.89%34.26%119.89%$525K0.91%HELD
28VTRVentas Inc.$91.92-5.94%39.52%94.04%$491K0.85%HELD
29WMBThe Williams Companies Inc.$70.911.11%20.12%257.42%$479K0.83%HELD
30WYWeyerhaeuser Company$23.50-3.89%-3.62%-20.07%$471K0.82%HELD
31RYNRayonier Inc.$21.39-3.56%$447K0.78%HELD
32CTRECaretrust REIT Inc$41.64-1.65%$439K0.76%HELD
33ORealty Income Corporation$64.43-1.69%$408K0.71%HELD
34EQREquity Residential$67.12-2.51%$382K0.66%HELD
35GLPIGaming and Leisure Prop$44.71-2.83%$364K0.63%HELD
36ETREntergy Corporation$108.030.22%$341K0.59%HELD
37CSXCSX Corporation$50.19-1.08%$338K0.59%HELD
38UNPUnion Pacific Corporation$289.46-0.93%$326K0.57%HELD
39CZRCaesars Entertainment Inc$29.61-0.54%$323K0.56%HELD
40SRESempra Energy$89.580.86%$323K0.56%HELD
41AKRAcadia Realty Trust$22.43-0.88%$311K0.54%HELD
42LAMRLamar Advertising Co$160.65-2.24%$305K0.53%HELD
43PACSPacs Group Inc$46.991.12%$293K0.51%HELD
44NTSTNetstreit Corp$21.59-1.51%$279K0.48%HELD
45HIWHighwoods Properties Inc.$33.80-1.74%$266K0.46%HELD
46TRGPTarga Resources Corp.$268.341.39%$259K0.45%HELD
47LNTAlliant Energy Corporation$70.89-1.54%$235K0.41%HELD
48KRCKilroy Realty Corp.$39.540.28%$224K0.39%HELD
49NINiSource Inc.$45.070.58%$219K0.38%HELD
50NSCNorfolk Southern Corporation$333.93-0.54%$214K0.37%HELD
51DUKDuke Energy Corporation$126.27-2.18%$211K0.37%HELD
52BYDBoyd Gaming Corp.$87.05-4.12%$203K0.35%HELD
53AEEAmeren Corporation$108.75-1.11%$201K0.35%HELD
54EVRGEvergy Inc$83.25-0.89%$178K0.31%HELD
55NSANational Storage Affiliates$170K0.29%HELD
56FRFirst Industrial Realty Trust$65.980.99%$158K0.27%HELD
57PCGPG&E Corporation$17.780.40%$150K0.26%HELD
58XELXcel Energy Inc.$78.23-0.66%$148K0.26%HELD
59ATOAtmos Energy Corp.$174.26-1.92%$148K0.26%HELD
60DTEDTE Energy Company$141.70-1.27%$147K0.26%HELD
61CNPCenterPoint Energy Inc.$42.15-1.82%$140K0.24%HELD
62SLGSL Green Realty Corp.$53.61-0.39%$137K0.24%HELD
63DDominion Resources Inc.$69.73-1.16%$121K0.21%HELD
64GLDMSpdr Gold Minishares Trust$81.331.64%$104K0.18%HELD
65OGEOGE Energy Corporation$47.26-1.11%$97K0.17%HELD
66HTOH20 America$61.97-2.81%$94K0.16%HELD
67DRHDiamondrock Hospitality Co.$12.91-1.75%$94K0.16%HELD
68ESEversource Energy$73.84-1.23%$93K0.16%HELD
69PPLPPL Corporation$35.56-0.39%$92K0.16%HELD
70BKHBlack Hills Corp$72.23-0.97%$88K0.15%HELD
71VGVenture Global Inc$13.241.46%$79K0.14%HELD
72CURBCurbline Properties Corp$30.58-0.39%$77K0.13%HELD
73RHPRyman Hospitality Properties$133.25-1.71%$73K0.13%HELD
74KNTKKinetik Holdings Inc$50.02-1.15%$72K0.13%HELD
75ETEnergy Transfer LP$20.240.20%$69K0.12%HELD
76PEGPublic Service Enterprise Group Incorporated$77.55-0.26%$67K0.12%HELD
77SOThe Southern Company$94.34-1.78%$67K0.12%HELD
78LNGCheniere Energy Inc.$258.06-0.21%$64K0.11%HELD
79XOMExxon Mobil Corporation$156.970.14%$59K0.10%HELD
80HPPHudson Pacific Prop$14.121.00%$57K0.10%HELD
81ESRTEmpire State Realty Trust$5.00-13.79%$55K0.10%HELD
82MPLXMPLX LP$57.61-0.31%$53K0.09%HELD
83EIXEdison International$78.730.13%$49K0.09%HELD
84PDMPiedmont Office Realty Trust A$9.960.50%$49K0.08%HELD
85KMIKinder Morgan Inc.$31.66-0.60%$45K0.08%HELD
86PAAPlains All American Pipeline LP$24.82-0.28%$44K0.08%HELD
87SWXSouthwest Gas Holdings Inc.$90.30-1.63%$40K0.07%HELD
88AWKAmerican Water Works Company Inc.$136.81-0.93%$35K0.06%HELD
89COPConocophillips$119.030.82%$35K0.06%HELD
90VICIVICI Properties Inc.$26.31-3.02%$32K0.06%HELD
91OKEOneok Inc.$89.07-1.03%$30K0.05%HELD
92NFGNational Fuel Gas Co$82.471.89%$29K0.05%HELD
93BGBunge Global Sa$105.07-2.51%$28K0.05%HELD
94ADXAdams Express Co$25.202.56%$25K0.04%HELD
95PDIPimco Dynamic Income Fund$16.111.19%$24K0.04%HELD
96BCATBlackrock Capital Allocation$15.621.76%$23K0.04%HELD
97PDXPIMCO Dynamic Income Strategy$21.140.28%$23K0.04%HELD
98CSNRCohen & Steers Nat Res A Etf$35.952.28%$22K0.04%HELD
99SFDSmithfield Foods Inc$26.59-2.74%$22K0.04%HELD
100NTRNutrien Ltd$70.720.18%$21K0.04%HELD
101CEGConstellation Energy Corp$21K0.04%HELD
102CSPFChn & Strs Prfr A I Op A Etf$20K0.03%HELD
103CSSDCohen & Steers Short Dp Etf$20K0.03%HELD
104SUNCSunococorp Llc$20K0.03%HELD
105APCArko Petroleum Corp$20K0.03%HELD
106NEMNewmont Mining Corporation$19K0.03%HELD
107CTVACorteva Inc-W/I$19K0.03%HELD
108IAUI Shares Gold Trust$18K0.03%HELD
109AEMAgnico Eagle Mines Ltd$18K0.03%HELD
110BBarrick Mining Corp$18K0.03%HELD
111SPSBSpdr Port Shrt Trm Corp Bnd$17K0.03%HELD
112MOSThe Mosaic Company$17K0.03%HELD
113PDOPimco Dynamic Income Opport$16K0.03%HELD
114VLOValero Energy Corporation$16K0.03%HELD
115CSIOCohen & Steers Infra Opp Etf$16K0.03%HELD
116CEFSprott Physical Gold And Silver Trust$16K0.03%HELD
117FCXFreeport-Mcmoran Inc.$15K0.03%HELD
118GAMGeneral American Investors$15K0.03%HELD
119PAXSPimco Access Income Fund$15K0.03%HELD
120AVBAvalonBay Communities Inc$14K0.02%HELD
121GOFGuggenheim Strategic Opp Fund$13K0.02%HELD
122AGCOAgco Corp.$13K0.02%HELD
123GUGGuggenheim Active Allocation$13K0.02%HELD
124RIORio Tinto PLC-Sponsored ADR$13K0.02%HELD
125JBSJbs Nv-A$12K0.02%HELD
126PBRPetroleo Brasileiro S.A. - ADR$12K0.02%HELD
127EPDEnterprise Products Partners$12K0.02%HELD
128FNVFranco-Nevada Corp$12K0.02%HELD
129CCJCameco Corp$12K0.02%HELD
130ECATBlackrock Esg Capital Alloca$12K0.02%HELD
131PDTJohn Hancock Patriot Premium Dividend Fund II$12K0.02%HELD
132SLBSchlumberger Ltd.$11K0.02%HELD
133WFC 7.5 PERP LWells Fargo & Co. 7.5$11K0.02%HELD
134LXP 6.5 PERP CLXP Industrial Trust 6.5 Perp$11K0.02%HELD
135CSRECohen & Steers Real Es A Etf$10K0.02%HELD
136NNNNNN REIT Inc$10K0.02%HELD
137MTZMastec Inc$10K0.02%HELD
138SLVIshares Silver Trust$10K0.02%HELD
139DFPFlaherty & Crumrine Dynamic$10K0.02%HELD
140XGDVXGabelli Dividend & Income Trust$10K0.02%HELD
141DKLDelek Logistics Partners Lp$9K0.02%HELD
142DNPDNP Select Income Fund$9K0.02%HELD
143XFFCXFlah & Crum/Claymore Preferred S I$9K0.02%HELD
144XEXGXEaton Vance Tax-Managed Global$9K0.02%HELD
145HYTBlackrock Corporate High Yield Fund 6$8K0.01%HELD
146DPGDuff & Phelps Global Utility$8K0.01%HELD
147PPCPilgrims Pride Corporation$8K0.01%HELD
148CDECoeur D Alene Mines Cor$7K0.01%HELD
149CENXCentury Alum Co$7K0.01%HELD
150GHYPrudential Gbl Shrt Dur Hi Yld$7K0.01%HELD
151TBNTamboran Resources Corp$7K0.01%HELD
152ARAntero Resources Corporation$7K0.01%HELD
153ADMArcher-Daniels-Midland Company$6K0.01%HELD
154JFRNuveen Floating Rate Income$6K0.01%HELD
155ISDPGIM Short Duration High Yield FD$6K0.01%HELD
156FPFFirst Trust Intermediate Duration Pref & Inc Fund$6K0.01%HELD
157PPTAPerpetua Resources Corp$6K0.01%HELD
158RLJ 1.95 PERP ARlj Lodging Trust 7.8 Perp Sr:A Cvt$6K0.01%HELD
159JPCNuveen Preferred Income Opportunities Fund$6K0.01%HELD
160JBTMJBT Marel Corp$6K0.01%HELD
161VSTVistra Energy Corp$6K0.01%HELD
162JGHNuveen Global High Income$6K0.01%HELD
163XEADXAllspring Income Opportunities Fund$6K0.01%HELD
164SEISolaris Energy Infrastructure$6K0.01%HELD
165PFNPIMCO Income Strategy Fund II$6K0.01%HELD
166IPInternational Paper Company$6K0.01%HELD
167PHKPIMCO High Income Fund$5K0.01%HELD
168XCHYXCalamos Convertible & High Income Fund$5K0.01%HELD
169VNQVanguard Reit Etf$5K0.01%HELD
170STLDSteel Dynamics Inc$5K0.01%HELD
171FSLRFirst Solar Inc.$5K0.01%HELD
172STEWBoulder Growth & Income Fund Inc.$5K0.01%HELD
173PEOAdams Natural Resources Fund$5K0.01%HELD
174NXTNextracker Inc$5K0.01%HELD
175FLSFlowserve Corporation$5K0.01%HELD
176BLWBlackrock Limited Duration Income Trust$5K0.01%HELD
177DSLDoubleline Income Solutions$5K0.01%HELD
178LEUCentrus Energy Corp$5K0.01%HELD
179CLMCornerstone Strategic Value Fund Inc$5K0.01%HELD
180KIM 7.25 PERP NKimco Realty Corp 7.250 Conv/Perp Sr:N$5K0.01%HELD
181DNNDenison Mines Corp$4K0.01%HELD
182SDHYPgim Shrt Durat Hi Yld$4K0.01%HELD
183XETYXEaton Vance Tax-Managed Dividend$4K0.01%HELD
184USALiberty All-Star Equity Fund$4K0.01%HELD
185MYIBlackrock Muniyield Insured$4K0.01%HELD
186NCZVirtus Alliangzi Convertible & Income FD II$4K0.01%HELD
187NADNuveen Dividend Advantage Muni Fd$4K0.01%HELD
188NPFDNuveen Var Rt Pref & Inc$4K0.01%HELD
189XEFRXEaton Vance Sr Fltg Rate Trust$4K0.01%HELD
190WDIWestern Asset Divers Inc$4K0.01%HELD
191ACPAvenue Income Credit Strategy$4K0.01%HELD
192XJQCXNuveen Multi-Strategy Income & Growth 2$4K0.01%HELD
193XEVVXEaton Vance Limited Duration Fund$4K0.01%HELD
194XNEAXNuveen Ins T/F Adv Municipal$3K0.01%HELD
195BTZBlackRock Credit Allocation Income Trust$3K0.01%HELD
196VALEVale S.A. ADR$3K0.01%HELD
197PGXInvesco Preferred ETF$3K0.01%HELD
198PEB 6.375 PERP EPebblebrook Hotel Trust 6.375 Perp$3K0.01%HELD
199NVDANVIDIA Corporation$3K0.01%HELD
200CNRCore Natural Resources Inc.$3K0.01%HELD
201QUREQuanta Services Inc.$3K0.01%HELD
202AAPLApple Inc.$3K0.01%HELD
203TGSTransportador Gas Sur-Sp B$3K0.01%HELD
204NMLNeuberger Berman MLP Income$3K0.01%HELD
205DVNDevon Energy Corporation$3K0.01%HELD
206VVRInvesco Van Kampen Senior Income Trust$3K0.01%HELD
207JRINuveen Real Asset Inc and Grow$3K0.00%HELD
208HPIJohn Hancock Preferred Income Fund$3K0.00%HELD
209NZFNuveen Dividend Adv Muni Fd 3$3K0.00%HELD
210MHDBlackRock MuniHoldings Fd Inc$3K0.00%HELD
211HPFJohn Hancock Preferred Income II$3K0.00%HELD
212FSSLFs Specialty Lending Fund$3K0.00%HELD
213XEMDXWestern Asset Emerging Marke$3K0.00%HELD
214EOSEaton Vance Enh Eqt Inc Ii$3K0.00%HELD
215ETGEaton Vance T/A Global Dividend Income$3K0.00%HELD
216GOOGLAlphabet Inc CL A$3K0.00%HELD
217MQYBlackrock Muniyield Quality$3K0.00%HELD
218BGHBabson Cap Global$3K0.00%HELD
219EHIWestern Asset Global High In$2K0.00%HELD
220DLYDoubleline Yield Opport$2K0.00%HELD
221NBHNeuberger Berman Intmd Muni$2K0.00%HELD
222CETCentral Securities Corp$2K0.00%HELD
223ULSUl Solutions Inc - Class A$2K0.00%HELD
224BTTBlackRock Muni Target Term Tr$2K0.00%HELD
225UTGReaves Utility Income Fund$2K0.00%HELD
226GLNGGolar LNG Ltd$2K0.00%HELD
227DTMDt Midstream Inc$2K0.00%HELD
228CVXChevron Corporation$2K0.00%HELD
229GBABGuggenheim Build America$2K0.00%HELD
230MEGIMainstay Cbre Glbl Infr Mega$2K0.00%HELD
231ETJEaton Vance Risk-Managed Diversified Equity Income$2K0.00%HELD
232NMCONuveen Municipal Credit Opp$2K0.00%HELD
233XCAFXMorgan Stanley China A Share$2K0.00%HELD
234MSFTMicrosoft Corporation$2K0.00%HELD
235NVGNuveen Dividend Advan Muni Inc$2K0.00%HELD
236CRFCornerstone Total Return Fund Inc$2K0.00%HELD
237LEODreyfus Strategic Municipals$2K0.00%HELD
238PEB 6.3 PERP FPebblebrook Hotel Trust 6.3 Perp$2K0.00%HELD
239CIIBlackrock Enh Cap And Inc$2K0.00%HELD
240PMOPutnam Muni Opportunities Tst$2K0.00%HELD
241EPR 9 PERP EEntertainment Properties Trust Pfd. E$2K0.00%HELD
242PFFiShares U.S. Preferred Stock ETF$2K0.00%HELD
243CUZCousins Properties Inc.$2K0.00%HELD
244BPREBluerock Private Real Estate$2K0.00%HELD
245ENBEnbridge Inc$2K0.00%HELD
246BGXBlackstone/GSO Long-Short CR$2K0.00%HELD
247EIMEaton Vance Insured Muni Bnd$2K0.00%HELD
248SPYSPDR Trust Series 1$2K0.00%HELD
249ERHWells Fargo Advantage Utilities and High Income Fund$2K0.00%HELD
250HQHTekla Healthcare Investors$2K0.00%HELD
251EFTEaton Vance Floating Rate Income Trust$2K0.00%HELD
252GABGabelli Equity Trust$2K0.00%HELD
253MMTMFS Multimarket Income Trust$2K0.00%HELD
254KYNKayne Anderson MLP Investment$2K0.00%HELD
255AMZNAmazon.com Inc.$1K0.00%HELD
256NPWRNet Power Inc$1K0.00%HELD
257ETVEaton Vance T/M Buy-Write Opportunity$1K0.00%HELD
258SBRASabra Healthcare Reit Inc$1K0.00%HELD
259ERCWells Fargo Multi-Sector Income Fund$1K0.00%HELD
260TYGTortoise Energy Infrastructu$1K0.00%HELD
261SHLSShoals Technologies Group In$1K0.00%HELD
262ITRIItron Inc$1K0.00%HELD
263XPGPXPIMCO Global Stocksplus & In$1K0.00%HELD
264WPMWheaton Precious Metals$1K0.00%HELD
265TDFTempleton Dragon Fund Inc$1K0.00%HELD
266AVGOBroadcom Inc$1K0.00%HELD
267STKColumbia Selig Prem Tech Equity$1K0.00%HELD
268BGTBlackrock Glbl Flt Rt Inc Tr$1K0.00%HELD
269ETBEaton Vance T/M Buy-Wr In$1K0.00%HELD
270IBITIshares Bitcoin Trust Etf$1K0.00%HELD
271BITBlackRock Multi-Sector Inc Tst$1K0.00%HELD
272JNJJohnson & Johnson$9780.00%HELD
273KIOKKR Income Opportunities$9660.00%HELD
274ETWEaton Vance Tax Man Global Br$9220.00%HELD
275MFMMFS Municipal Income Trust$9160.00%HELD
276JPMJPMorgan Chase & Co.$9120.00%HELD
277CMDYIshares Bloomberg Roll Selec$9020.00%HELD
278FTHYFirst Trust High Yld Opport$8790.00%HELD
279HPSJohn Hancock Preferred Income III$8720.00%HELD
280METAFacebook Inc.$8580.00%HELD
281MUABlackrock Muniassets Fund$8570.00%HELD
282BCDAbrdn Bloomberg All Commodit$8470.00%HELD
283AFBAlliance National Muni Inc.$8340.00%HELD
284WAYWaystar Holding Corp$8200.00%HELD
285KTFDWS Municipal Income Trust$8190.00%HELD
286TSLATesla Motors Inc.$7440.00%HELD
287CGOCalamos Global Total Return$7190.00%HELD
288APLEApple Hospitality REIT Inc$6930.00%HELD
289MMDMainstay DefTerm Muni Opps$6680.00%HELD
290MSMorgan Stanley$6420.00%HELD
291CATCaterpillar Inc.$6380.00%HELD
292THQTekla Healthcare Opportunities Fund$6360.00%HELD
293BOWBowhead Specialty Holdings I$6280.00%HELD
294CHICalamos Convertible Opp&Inc$5910.00%HELD
295ALABAstera Labs Inc$5810.00%HELD
296NFLXNetFlix Inc$5770.00%HELD
297LLYEli Lilly and Company$5520.00%HELD
298MMUWestern Asset Managed Munici$5450.00%HELD
299BRWSaba Capital Income & Opportunities Fund$5390.00%HELD
300PMLPimco Municipal Income Fund II$5300.00%HELD
301BRK/BBerkshire Hathaway Inc.$5270.00%HELD
302GELGenesis Energy LP$5240.00%HELD
303SITCSITE Centers Corp$4550.00%HELD
304VVisa Inc.$4530.00%HELD
305WRDWeride Inc-Adr$4450.00%HELD
306RBRKRubrik Inc-A$4410.00%HELD
307CONConcentra Group Holdings Par$4380.00%HELD
308DMOWestern Asset Mtg Def O$4300.00%HELD
309NDMONuveen Dynamic Muni Opport$4120.00%HELD
310IBMInternational Business Machines Corporation$4120.00%HELD
311RDDTReddit Inc-Cl A$4040.00%HELD
312ETOEaton Vance Tax Adv Global Dividend O$4000.00%HELD
313GSThe Goldman Sachs Group Inc.$3980.00%HELD
314HDThe Home Depot Inc.$3950.00%HELD
315AAAlcoa Corp$3850.00%HELD
316ABBVAbbVie Inc.$3700.00%HELD
317BMYBristol-Myers Squibb Company$3640.00%HELD
318AMATApplied Materials Inc.$3420.00%HELD
319FIGRFigure Technology Solut-Cl A$3400.00%HELD
320TJXThe TJX Companies Inc.$3190.00%HELD
321TEMTempus Ai Inc$3170.00%HELD
322QCOMQualcomm Incorporated$3090.00%HELD
323JHIJohn Hancock Investors Trust$3090.00%HELD
324CSCOCisco Systems Inc.$3030.00%HELD
325DSMDreyfus Strategic Municipal Bond Fund$3010.00%HELD
326MRKMerck & Co. Inc.$2890.00%HELD
327PGThe Procter & Gamble Company$2890.00%HELD
328CRCLCircle Internet Group Inc$2860.00%HELD
329AMDAdvanced Micro Devic$2850.00%HELD
330GEGeneral Electric Company$2840.00%HELD
331STEMStem, Inc.$2820.00%HELD
332WMT2Wells Fargo & Company$2790.00%HELD
333UNHUnitedHealth Group Incorporated$2710.00%HELD
334SAILSailpoint Inc$2650.00%HELD
335PLTRPalantir Technologies Inc.$2630.00%HELD
336SAROStandardaero Inc$2580.00%HELD
337FDXFedEx Corporation$2490.00%HELD
338TMOThermo Fisher Scientific Inc.$2460.00%HELD
339LYBLyondellBasell Industries N.V.$2420.00%HELD
340BAC 7.25 PERP LBank of America 7.25 CV Pfd. L$2380.00%HELD
341VKQInvesco Van Kampen Muni Trust$2380.00%HELD
342SHOPShopify Inc - Class A$2370.00%HELD
343MOAltria Group Inc.$2310.00%HELD
344EXPEExpedia Inc.$2310.00%HELD
345EBAYEbay Inc$2280.00%HELD
346CARRCarrier Global Corp$2250.00%HELD
347BLKBlackrock Inc.$2210.00%HELD
348PEPPepsico Inc.$2170.00%HELD
349BKNGBook Holdings Inc$2110.00%HELD
350ABTAbbott Laboratories$2050.00%HELD
351TRVThe Travelers Companies Inc.$2040.00%HELD
352RJFRaymond James Financial Inc.$2030.00%HELD
353CSLCarlisle Corp$2000.00%HELD
354WMTWalmart Inc.$1990.00%HELD
355APPApplovin Corp-Class A$1990.00%HELD
356HALHalliburton Company$1950.00%HELD
357VZVerizon Communications Inc.$1910.00%HELD
358TMUST-Mobile US Inc.$1890.00%HELD
359MCDMcDonald's Corporation$1860.00%HELD
360ISRGIntuitive Surgical Inc.$1840.00%HELD
361VRSNVerisign Inc$1840.00%HELD
362USBU.S. Bancorp$1820.00%HELD
363ITWIllinois Tool Works Inc.$1820.00%HELD
364AEPAmerican Electric Power Company Inc.$1800.00%HELD
365GEVGe Vernova Llc$1750.00%HELD
366MELIMercadolibre$1730.00%HELD
367PHMPulteGroup Inc.$1720.00%HELD
368AMEAMETEK Inc.$1710.00%HELD
369GILDGilead Sciences Inc.$1670.00%HELD
370TELTe Connectivity Plc$1670.00%HELD
371UBERUber Technologies Inc$1650.00%HELD
372NTAPNetApp Inc.$1640.00%HELD
373ORCLOracle Corporation$1620.00%HELD
374CRHCrh Plc$1580.00%HELD
375AMPAmeriprise Financial Inc.$1560.00%HELD
376AVYAvery Dennison Corporation$1550.00%HELD
377AXPThe American Express Co.$1510.00%HELD
378LINLinde Plc$1490.00%HELD
379COSTCostco Wholesale Corporation$1490.00%HELD
380EMEEmcor Group Inc$1480.00%HELD
381CMECME Group Inc.$1480.00%HELD
382PNCThe PNC Financial Services Group Inc.$1460.00%HELD
383ADBEAdobe Systems Incorporated$1460.00%HELD
384URIUnited Rentals Inc$1460.00%HELD
385EOGEOG Resources Inc.$1450.00%HELD
386RFRegions Financial Corporation$1440.00%HELD
387AFLAflac Incorporated$1430.00%HELD
388EMREmerson Electric Co.$1380.00%HELD
389EDConsolidated Edison Inc.$1360.00%HELD
390GLWCorning Incorporated$1360.00%HELD
391PYPLPayPal Holdings Inc$1360.00%HELD
392ADPAutomatic Data Processing Inc.$1340.00%HELD
393TGTTarget Corporation$1330.00%HELD
394DHRDanaher Corporation$1310.00%HELD
395SNASnap On Tools Corp.$1310.00%HELD
396INTUIntuit Inc.$1300.00%HELD
397KRThe Kroger Co.$1300.00%HELD
398TSNTyson Foods Inc$1280.00%HELD
399PANWPalo Alto Networks Inc$1280.00%HELD
400DISThe Walt Disney Company$1250.00%HELD
401CTSHCognizant Technology Solutions Corporation$1230.00%HELD
402PMMPutnam Managed Municipal Income Trust$1230.00%HELD
403CXHMFS Investment Grade Muni$1200.00%HELD
404RWRSpdr Dow Jones Reit Etf$1200.00%HELD
405DECKDeckers Outdoor Corp$1200.00%HELD
406DRIDarden Restaurants Inc.$1180.00%HELD
407CMCSAComcast Corporation$1150.00%HELD
408SYYSysco Corporation$1140.00%HELD
409CRMsalesforce.com inc.$1120.00%HELD
410CBOECboe Global Markets Inc$1120.00%HELD
411MDTMedtronic plc$1080.00%HELD
412ROKRockwell Automation Inc.$1080.00%HELD
413METMetlife Inc.$1060.00%HELD
414CTASCintas Corporation$1010.00%HELD
415REGNRegeneron Pharmaceuticals Inc.$1000.00%HELD
416FFord Motor Company$1000.00%HELD
417SSNCSs&C Technologies Hldgs$950.00%HELD
418CORCencora Inc$940.00%HELD
419ACMAecom Technology Cor$930.00%HELD
420OCOwens Corning$870.00%HELD
421PPGPPG Industries Inc.$860.00%HELD
422RMDResMed Inc.$830.00%HELD
423TAPMolson Coors Brewing Company$820.00%HELD
424MDLZMondelez International Inc. Class A$810.00%HELD
425PAYXPaychex Inc.$740.00%HELD
426GEHCGE HealthCare Technologies Inc$710.00%HELD
427RSReliance Steel & Alu$700.00%HELD
428AMHAmerican Homes 4 Rent-CL$680.00%HELD
429DOCUDocusign Inc$660.00%HELD
430ELVAnthem Inc.$640.00%HELD
431KHCHJ Heinz Holdings Corp$560.00%HELD
432CMUMFS High Yield Municipal Trust$540.00%HELD
433NPWR/WSNet Power Inc warrant$520.00%HELD
434ICFiShares Cohen & Steers Rlty$520.00%HELD
435FISVFiserv Inc$450.00%HELD
436REGRegency Centers Corporation$270.00%HELD
437FRTFederal Realty Investment Trust$220.00%HELD
438MAAMid-America Apartment Communities$200.00%HELD
439VSNTVersant Media Group Inc$60.00%HELD
440GAB-RGabelli Equity Trust-Rt W/I$20.00%HELD
441COLDAmericold Realty TrustHELD
442LQDiShares Iboxx Inv Gr Corp. BdHELD

Source: SEC EDGAR · accession 0001193125-26-225177. 13F discloses long positions only — shorts, foreign equities, and options are excluded.