Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BOKF, NA

Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0000009634-25-000003

Total Value
$5.66B
Positions
1,762
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL 1000 ETF4642876221,268,112$389.0M7.18%
2VANGUARD S&P 500 ETF922908363572,570$294.2M5.43%
3EXXON MOBIL CORPXOM1,701,316$202.3M3.73%
4VANGUARD FTSE EMERGING MARKETS9220428583,116,442$141.1M2.60%
5ISHARES CORE S&P MIDCAP ETF4642875072,068,072$120.7M2.23%
6APPLE INC COMAAPL437,027$97.1M1.79%
7APPLE INC COMAAPL417,275$92.7M1.71%
8MICROSOFT CORPMSFT234,189$87.9M1.62%
9ISHARES CORE S&P SMALL-CAP 600464287804774,793$81.0M1.49%
10ISHARES MSCI EAFE ETF464287465969,717$79.3M1.46%
11SPDR S&P 500 ETF TRUST ETFSPY131,554$73.6M1.36%
12ISHARES CORE S&P 500 ETF464287200125,544$70.5M1.30%
13NVIDIA CORPNVDA620,111$67.2M1.24%
14MICROSOFT CORPMSFT177,431$66.6M1.23%
15INVESCO QQQ TRUST SERIES 1 ETFIVZ125,277$58.7M1.08%
16AMAZON.COM INCAMZN291,123$55.4M1.02%
17AAON INCAAON681,598$53.3M0.98%
18VANGUARD FTSE DEVELOPED9219438581,041,566$52.9M0.98%
19VANGUARD GROWTH FD ETF922908736128,006$47.5M0.88%
20NVIDIA CORPNVDA436,814$47.3M0.87%
21SCHWAB US DIVIDEND EQUITY ETF8085247971,606,063$44.9M0.83%
22ISHARES S&P MIDCAP 400 GROWTH464287606503,060$41.9M0.77%
23ISHARES S&P MIDCAP 400/VALUE464287705321,739$38.5M0.71%
24ABBVIE INCABBV170,160$35.7M0.66%
25SPDR PORTFOLIO HIGH YIELD BOND78468R6061,514,425$35.5M0.65%
26ISHARES RUSSELL 1000 GROWTH46428761497,362$35.2M0.65%
27JPMORGAN CHASE & COVYLD141,370$34.7M0.64%
28ISHARES CORE TOTAL US BOND464287226337,198$33.4M0.62%
29WALMART INCWMT374,500$32.9M0.61%
30Meta Platforms IncMETA56,547$32.6M0.60%
31ISHARES S&P 500 GROWTH ETF464287309347,346$32.2M0.59%
32ALPHABET INC CL CGOOG197,257$30.8M0.57%
33AMAZON.COM INCAMZN158,744$30.2M0.56%
34BERKSHIRE HATHAWAY INC-CL BBRK-A55,947$29.8M0.55%
35ISHARES MSCI EAFE GROWTH ETF464288885297,911$29.8M0.55%
36BROADCOM INCAVGO163,913$27.4M0.51%
37ELI LILLY & COLLY32,395$26.8M0.49%
38JPMORGAN CHASE & COVYLD105,638$25.9M0.48%
39PROCTER & GAMBLE CO742718109144,950$24.7M0.46%
40ALPHABET INC CL AGOOG158,084$24.4M0.45%
41PROCTER & GAMBLE CO742718109142,237$24.2M0.45%
42JPMORGAN EQUITY PREMIUM INCOME46641Q332419,460$24.0M0.44%
43ISHARES S&P 500 VALUE ETF464287408123,937$23.6M0.44%
44CISCO SYSTEMS INCCSCO374,860$23.1M0.43%
45ONEOK INCOKE231,638$23.0M0.42%
46LOCKHEED MARTIN CORPLMT49,146$22.0M0.41%
47EXXON MOBIL CORPXOM182,241$21.7M0.40%
48CHEVRON CORPCVX124,968$20.9M0.39%
49ELI LILLY & COLLY24,664$20.4M0.38%
50ALPHABET INC CL AGOOG131,249$20.3M0.37%
51DUKE ENERGY CORPDUKB163,873$20.0M0.37%
52MCDONALD'S CORPMCD63,824$19.9M0.37%
53WALMART INCWMT226,525$19.9M0.37%
54UNITEDHEALTH GROUP INCUNH37,351$19.6M0.36%
55VANGUARD MID-CAP FD ETF92290862974,666$19.3M0.36%
56ISHARES RUSSELL MID-CAP GROWTH464287481163,208$19.2M0.35%
57ISHARES MSCI EAFE VALUE ETF464288877324,834$19.1M0.35%
58COSTCO WHOLESALE CORP22160K10520,134$19.0M0.35%
59CARDINAL HEALTH INCCAH137,967$19.0M0.35%
60BERKSHIRE HATHAWAY INC-CL BBRK-A34,165$18.2M0.34%
61PRUDENTIAL FINANCIAL INCPUKPF162,516$18.1M0.33%
62VISA INC-CLASS A SHARESV51,761$18.1M0.33%
63ISHARES GOLD TRUST ETFIAU306,133$18.0M0.33%
64BROADCOM INCAVGO106,397$17.8M0.33%
65COTERRA ENERGY INCCTRA597,155$17.3M0.32%
66JOHNSON & JOHNSONJNJ103,862$17.2M0.32%
67ABBVIE INCABBV80,019$16.8M0.31%
68PEPSICO INCPEP111,660$16.7M0.31%
69VANGUARD VALUE FD ETF92290874495,483$16.5M0.30%
70SYNCHRONY FINANCIALSYF-PB305,171$16.2M0.30%
71COCA-COLA CO/THEKO222,343$15.9M0.29%
72MORGAN STANLEYMS-PQ135,804$15.8M0.29%
73HOME DEPOT INCHD43,228$15.8M0.29%
74AMGEN INCAMGN49,567$15.4M0.28%
75MASTERCARD INC - CLASS AMA27,932$15.3M0.28%
76ALPHABET INC CL CGOOG97,583$15.2M0.28%
77ISHARES CURRENCY HEDGED MSCI46434V803419,722$15.2M0.28%
78SPDR S&P DIVIDEND ETF78464A763110,340$15.0M0.28%
79Meta Platforms IncMETA25,114$14.5M0.27%
80MCDONALD'S CORPMCD46,219$14.4M0.27%
81TRUIST FINANCIAL CORP89832Q109350,821$14.4M0.27%
82FIRSTENERGY CORPFE356,794$14.4M0.27%
83ISHARES RUSSELL MID-CAP ETF464287499167,623$14.3M0.26%
84ONEOK INCOKE143,243$14.2M0.26%
85HOME DEPOT INCHD37,685$13.8M0.25%
86JOHNSON & JOHNSONJNJ82,811$13.7M0.25%
87TESLA INCTSLA52,739$13.7M0.25%
88EMERSON ELECTRIC COEMR123,771$13.6M0.25%
89STAG INDUSTRIAL REIT85254J102369,689$13.4M0.25%
90AMERICAN ELECTRIC POWER025537101121,295$13.3M0.24%
91INTL BUSINESS MACHINES CORPINTR52,800$13.1M0.24%
92ISHARES TR46434V878256,615$13.0M0.24%
93MASTERCARD INC - CLASS AMA23,727$13.0M0.24%
94BOK FINANCIAL CORPORATION05561Q201124,487$13.0M0.24%
95ENERGY TRANSFER L.P.ET-PI690,163$12.8M0.24%
96COCA-COLA CO/THEKO178,814$12.8M0.24%
97ISHARES INTER GOVT CR BOND ETF464288612119,080$12.6M0.23%
98MERCK & CO INC/NJMRK137,094$12.3M0.23%
99Blackrock IncBLK12,779$12.1M0.22%
100ISHARES RUSSELL MID-CAP VALUE46428747394,388$11.9M0.22%
101VANGUARD TOTL STCK MKT FD ETF92290876943,096$11.8M0.22%
102UNITEDHEALTH GROUP INCUNH22,444$11.8M0.22%
103THE WALT DISNEY CO.254687106117,783$11.6M0.21%
104UNION PACIFIC CORPUNP48,689$11.5M0.21%
105CMS ENERGY CORPCMS-PC151,799$11.4M0.21%
106GENERAL DYNAMICS CORPGD40,356$11.0M0.20%
107PEPSICO INCPEP71,801$10.8M0.20%
108COSTCO WHOLESALE CORP22160K10511,374$10.8M0.20%
109ONE GAS INCOGS142,144$10.7M0.20%
110ISHARES RUSSELL 1000 VALUE ETF46428759856,896$10.7M0.20%
111PUBLIC SERVICE ENTERPRISE GP744573106129,904$10.7M0.20%
112NETFLIX INCNFLX11,433$10.7M0.20%
113ISHARES RUSSELL 2000 ETF46428765553,205$10.6M0.20%
114CADENCE DESIGN SYS INCCDNS40,544$10.3M0.19%
115WILLIAMS COS INC969457100170,330$10.2M0.19%
116VANGUARD MIDCAP VALUE INDEX92290851263,156$10.1M0.19%
117ISHARES TIPS BOND ETF46428717690,956$10.1M0.19%
118SPDR GOLD TRUST ETFGLD34,856$10.0M0.19%
119GOLDMAN SACHS GROUP INCGSCE18,075$9.9M0.18%
120VISA INC-CLASS A SHARESV28,098$9.8M0.18%
121GILEAD SCIENCES INCGILD87,673$9.8M0.18%
122CATERPILLAR INCCAT29,754$9.8M0.18%
123VANGUARD INFORMATION92204A70218,038$9.8M0.18%
124GE VERNOVA INCGEV31,179$9.5M0.18%
125ABBOTT LABORATORIESABLZF71,596$9.5M0.18%
126VANGUARD INTERMEDIATE ETF921937819122,570$9.4M0.17%
127VANGUARD REAL ESTATE ETF922908553102,216$9.3M0.17%
128S&P GLOBAL INCSPGI18,167$9.2M0.17%
129CISCO SYSTEMS INCCSCO145,643$9.0M0.17%
130T-MOBILE US INCTMUSZ32,924$8.8M0.16%
131ISHARES S&P SMALL-CAP 60046428787989,412$8.7M0.16%
132ISHARES SELECT DIVIDEND ETF46428716864,585$8.7M0.16%
133NETAPP INCNTAP98,730$8.7M0.16%
134ABBOTT LABORATORIESABLZF64,171$8.5M0.16%
135UNION PACIFIC CORPUNP35,721$8.4M0.16%
136CHEVRON CORPCVX49,430$8.3M0.15%
137VANGUARD SHORT TERM TREASURY92206C102140,589$8.3M0.15%
138CONOCOPHILLIPSCOP77,932$8.2M0.15%
139CARLISLE COS INC14233910023,999$8.2M0.15%
140ZOETIS INCZTS49,130$8.1M0.15%
141CF INDUSTRIES HOLDINGS INC125269100103,129$8.1M0.15%
142APPLIED MATERIALS INC03822210555,422$8.0M0.15%
143ALLSTATE CORPALL-PJ38,468$8.0M0.15%
144THERMO FISHER SCIENTIFIC INCTMO15,923$7.9M0.15%
145INGREDION INCINGR57,068$7.7M0.14%
146PACKAGING CORP OF AMERICA69515610938,878$7.7M0.14%
147TRACTOR SUPPLY COMPANYTSCO139,172$7.7M0.14%
148SERVICENOW INCNOW9,512$7.6M0.14%
149CORTEVA INCCTVA118,565$7.5M0.14%
150RTX CORPORATIONRTX56,306$7.5M0.14%
151STRYKER CORPSYK19,802$7.4M0.14%
152INTUIT INCINTU12,004$7.4M0.14%
153EQT CORPORATIONEQT137,232$7.3M0.14%
154EVERCORE INC - CL AEVR36,123$7.2M0.13%
155US BANCORPUSB-PS170,135$7.2M0.13%
156The Hartford Insurance GroupHIG-PG57,776$7.1M0.13%
157WELLS FARGO & COMPANY94974610199,506$7.1M0.13%
158CINTAS CORPCTAS34,183$7.0M0.13%
159COLGATE-PALMOLIVE COCL74,918$7.0M0.13%
160QUEST DIAGNOSTICSDGX41,172$7.0M0.13%
161CITIZENS FINANCIAL GROUP INCCIA169,500$6.9M0.13%
162BANK OF AMERICA CORP060505104164,211$6.9M0.13%
163MERCK & CO INC/NJMRK75,573$6.8M0.13%
164VERIZON COMMUNICATIONS INCVZ149,235$6.8M0.12%
165VANGUARD SMALL CAP FD ETF92290875129,947$6.6M0.12%
166QUALCOMM INCQCOM43,045$6.6M0.12%
167HONEYWELL INTERNATIONAL INC43851610630,681$6.5M0.12%
168VANGUARD MID-CAP GROWTH INDEX92290853826,523$6.5M0.12%
169NEXTERA ENERGY INCNEE-PW90,527$6.4M0.12%
170THERMO FISHER SCIENTIFIC INCTMO12,725$6.3M0.12%
171DISCOVER FINANCIAL SERVICE25470910836,890$6.3M0.12%
172CONOCOPHILLIPSCOP59,232$6.2M0.11%
173HONEYWELL INTERNATIONAL INC43851610629,193$6.2M0.11%
174SPDR PORTFOLIO SP 400 MID CAP78464A847120,588$6.2M0.11%
175ISHARES RUSSELL 2000 GROWTH46428764823,814$6.1M0.11%
176NISOURCE INCNI151,238$6.1M0.11%
177ADOBE INCADBE15,610$6.0M0.11%
178LOCKHEED MARTIN CORPLMT13,339$6.0M0.11%
179SPDR TECHNOLOGY SELECT SECT81369Y80328,824$6.0M0.11%
180PHILIP MORRIS INTERNATIONAL71817210937,334$5.9M0.11%
181RAYMOND JAMES FINANCIAL INC75473010942,325$5.9M0.11%
182VERIZON COMMUNICATIONS INCVZ128,263$5.8M0.11%
183FAIR ISAAC CORPFICO3,141$5.8M0.11%
184THE WALT DISNEY CO.25468710658,233$5.7M0.11%
185MOTOROLA SOLUTIONS INCMSI13,125$5.7M0.11%
186STRYKER CORPSYK15,409$5.7M0.11%
187AMGEN INCAMGN18,271$5.7M0.11%
188INTUITIVE SURGICAL INCISRG11,444$5.7M0.10%
189AMERICAN EXPRESS COAXP20,980$5.6M0.10%
190MRC GLOBAL INC55345K103490,811$5.6M0.10%
191BK OF NEW YORK MELLON CORP06405810067,180$5.6M0.10%
192CHENIERE ENERGY INCLNG24,265$5.6M0.10%
193ISHARES S&P SMALL-CAP 60046428788744,746$5.6M0.10%
194O'REILLY AUTOMOTIVE INC67103H1073,880$5.6M0.10%
195CROWDSTRIKE HOLDINGS INCCRWD15,581$5.5M0.10%
196BANK OF AMERICA CORP060505104130,777$5.5M0.10%
197AMERIPRISE FINANCIAL INC03076C10611,121$5.4M0.10%
198GENERAL DYNAMICS CORPGD19,718$5.4M0.10%
199PALANTIR TECHNOLOGIES INCPLTR62,859$5.3M0.10%
200MONOLITHIC POWER SYSTEMS INC6098391059,137$5.3M0.10%
201BAKER HUGHES COMPANYBKR119,793$5.3M0.10%
202AUTOMATIC DATA PROCESSINGADP17,166$5.2M0.10%
203NORFOLK SOUTHERN CORP65584410821,902$5.2M0.10%
204JPMORGAN ULTRA-SHORT MUNICIPAL46641Q654101,627$5.2M0.10%
205TJX COMPANIES INC87254010942,235$5.1M0.09%
206HESS CORPHESM32,202$5.1M0.09%
207CME GROUP INCCME19,270$5.1M0.09%
208BERRY GLOBAL GROUP INC08579W10372,802$5.1M0.09%
209SALESFORCE INCCRM18,789$5.0M0.09%
210SPDR S&P MIDCAP 400 TRUST ETFMDY9,351$5.0M0.09%
211VANGUARD TOTAL INTERNATIONAL92203J407101,801$5.0M0.09%
212ORACLE CORPORCL-PD35,451$5.0M0.09%
213DANAHER CORP23585110224,146$4.9M0.09%
214FEDERAL REALTY INVESTMENT31374510150,490$4.9M0.09%
215INVESCO NASDAQ 100 ETFIVZ25,526$4.9M0.09%
216iShares MSCI Emerging Markets464287234112,587$4.9M0.09%
217LOWE'S COS INC54866110721,023$4.9M0.09%
218INTERCONTINENTAL EXCHANGE INC45866F10428,334$4.9M0.09%
219AT&T INCT-PC172,437$4.9M0.09%
220APPLIED MATERIALS INC03822210533,576$4.9M0.09%
221OMEGA HEALTHCARE INVESTORS681936100125,918$4.8M0.09%
222NASDAQ INCNDAQ62,057$4.7M0.09%
223PRUDENTIAL FINANCIAL INCPUKPF42,026$4.7M0.09%
224FNF GROUPFNF71,951$4.7M0.09%
225FASTENAL COFAST60,334$4.7M0.09%
226DIAMONDBACK ENERGY INCFANG29,231$4.7M0.09%
227UNITED RENTALS INCURI7,437$4.7M0.09%
228ON SEMICONDUCTOR CORPORATIONON113,988$4.6M0.09%
229PROGRESSIVE CORP74331510316,143$4.6M0.08%
230CIGNA GROUP12552310013,880$4.6M0.08%
231RESMED INCRSMDF20,337$4.6M0.08%
232ARTHUR J GALLAGHER & CO36357610913,168$4.5M0.08%
233PALO ALTO NETWORKSPANW26,635$4.5M0.08%
234AXON ENTERPRISE INCAXON8,636$4.5M0.08%
235SIMON PROPERTY GROUP INC REIT82880610927,150$4.5M0.08%
236NETFLIX INCNFLX4,815$4.5M0.08%
237ORACLE CORPORCL-PD31,923$4.5M0.08%
238PURE STORAGE INC74624M102100,774$4.5M0.08%
239BOOKING HOLDINGS INCBKNG957$4.4M0.08%
240TEXAS INSTRUMENTS INC88250810424,383$4.4M0.08%
241ROPER TECHNOLOGIES INCROP7,375$4.3M0.08%
242ENCOMPASS HEALTH CORPORATIONEHC42,626$4.3M0.08%
243DANAHER CORP23585110220,923$4.3M0.08%
244GOLDMAN SACHS GROUP INCGSCE7,834$4.3M0.08%
245CHIPOTLE MEXICAN GRILL - CL ACMG83,129$4.2M0.08%
246VISTRA CORPVST35,152$4.1M0.08%
247MARATHON PETROLEUM CORPMARA28,333$4.1M0.08%
248CURTISS-WRIGHT CORPCW12,799$4.1M0.07%
249WILLIAMS-SONOMA INCWSM25,622$4.1M0.07%
250ROLLINS INCROL74,929$4.0M0.07%
2513M COMMM27,387$4.0M0.07%
252Arista Networks IncANET51,599$4.0M0.07%
253PALO ALTO NETWORKSPANW23,230$4.0M0.07%
254PHILLIPS 66PSX31,632$3.9M0.07%
255EXPAND ENERGY CORPORATIONEXE35,000$3.9M0.07%
256WELLS FARGO & COMPANY94974610153,695$3.9M0.07%
257STARBUCKS CORPSBUX39,250$3.9M0.07%
258TESLA INCTSLA14,854$3.8M0.07%
259HERSHEY CO/THEHSY22,385$3.8M0.07%
260T ROWE PRICE GROUP INCTROW41,636$3.8M0.07%
261EMERSON ELECTRIC COEMR34,510$3.8M0.07%
262ISHARES RUSSELL 2000 VALUE ETF46428763025,044$3.8M0.07%
263VERISIGN INCVRSN14,439$3.7M0.07%
264ACUITY INCAYI13,871$3.7M0.07%
265AMPHENOL CORP-CL A03209510155,687$3.7M0.07%
266VIATRIS INC-W/IVTRS419,297$3.7M0.07%
267ANTERO RESOURCES CORPAR90,000$3.6M0.07%
268BRISTOL-MYERS SQUIBB COCELG-RI59,579$3.6M0.07%
269VANGUARD RUSSELL 100 VALUE ETF92206C71443,964$3.6M0.07%
270COMCAST CORP-CL ACCZ98,249$3.6M0.07%
271VANGUARD TOTAL INTL STOCK IDX92190976858,208$3.6M0.07%
272SALESFORCE INCCRM13,400$3.6M0.07%
273ISHARES TR ISHARES 1-5 Y INVE46428864668,467$3.6M0.07%
274QUALCOMM INCQCOM23,318$3.6M0.07%
275INVESCO S&P 500 EQUAL WEIGHTIVZ20,649$3.6M0.07%
276INTERNATIONAL PAPER CO46014610366,770$3.6M0.07%
277SERVICENOW INCNOW4,450$3.5M0.07%
278AT&T INCT-PC124,991$3.5M0.07%
279ENTERPRISE PRODUCTS PARTNERS293792107102,120$3.5M0.06%
280KROGER COKR51,381$3.5M0.06%
281GETTY REALTY CORP REIT374297109111,261$3.5M0.06%
282VERISK ANALYTICS INCVRSK11,588$3.4M0.06%
283ELEVANCE HEALTH INC.ELV7,927$3.4M0.06%
284BRISTOL-MYERS SQUIBB COCELG-RI56,080$3.4M0.06%
285VANGUARD TOTAL BOND MARKET ETF92193783545,729$3.4M0.06%
286KINDER MORGAN INC/DELAWAREEP-PC117,466$3.4M0.06%
287L3HARRIS TECHNOLOGIES INCLHX15,869$3.3M0.06%
288MANHATTAN ASSOCIATES INCMANH19,192$3.3M0.06%
289AUTONATION INCAN20,495$3.3M0.06%
290CHURCH & DWIGHT CO INCCHD30,082$3.3M0.06%
291COMSTOCK RESOURCES INCLODE160,000$3.3M0.06%
292Lam Research CorpLRCX44,735$3.3M0.06%
293VANGUARD FINANCIALS ETF92204A40527,020$3.2M0.06%
294KEYSIGHT TECHNOLOGIES INC WIKEYS21,526$3.2M0.06%
295NATIONAL FUEL GAS CONFG40,467$3.2M0.06%
296HUNT (JB) TRANSPRT SVCS INC44565810721,639$3.2M0.06%
297ILLINOIS TOOL WORKS45230810912,773$3.2M0.06%
298VERTEX PHARMACEUTICALS INCVRTX6,478$3.1M0.06%
299VERTIV HOLDINGS COVRT42,978$3.1M0.06%
300BLACKSTONE INCBX22,174$3.1M0.06%
301PUBLIC STORAGE INC REITPSA-PS10,234$3.1M0.06%
302BRIXMOR PROPERTY GROUP INC11120U105115,344$3.1M0.06%
303BECTON DICKINSON & COBDX13,112$3.0M0.06%
304KEYCORP493267108186,981$3.0M0.06%
305ISHARES CORE S&P TOTAL US46428715024,432$3.0M0.06%
306LAMAR ADVERTISING CO REITLAMR26,152$3.0M0.05%
307ENERGY TRANSFER L.P.ET-PI160,000$3.0M0.05%
308LENNAR CORP-CL ALEN-B25,634$2.9M0.05%
309TRANSDIGM GROUP INCTDG2,110$2.9M0.05%
310OWENS CORNING INCOC20,319$2.9M0.05%
311S&P GLOBAL INCSPGI5,688$2.9M0.05%
312DEERE & CODE6,139$2.9M0.05%
313ADVANCED MICRO DEVICESAMD28,029$2.9M0.05%
314SPDR ENERGY SELECT SECTOR ETF81369Y50630,783$2.9M0.05%
315WASTE MANAGEMENT INC94106L10912,392$2.9M0.05%
316TEXTRON INCTXT39,651$2.9M0.05%
317VANGUARD ENERGY ETF92204A30621,908$2.8M0.05%
318ECOLAB INCECL11,195$2.8M0.05%
319WW GRAINGER INC3848021042,872$2.8M0.05%
320BIOGEN INCBIIB20,687$2.8M0.05%
321INTUITIVE SURGICAL INCISRG5,706$2.8M0.05%
322BUILDERS FIRSTSOURCE INCBLDR22,447$2.8M0.05%
323ECOLAB INCECL11,043$2.8M0.05%
324LEIDOS HOLDINGS INCLDOS20,568$2.8M0.05%
325NORFOLK SOUTHERN CORP65584410811,605$2.7M0.05%
326REGAL REXNORD CORPORATIONRRX23,813$2.7M0.05%
327LAZARD INCLAZ62,516$2.7M0.05%
328UNUM GROUPUNMA33,089$2.7M0.05%
329OLD DOMINION FREIGHT LINEODFL16,209$2.7M0.05%
330LABCORP HOLDINGS INCLH11,512$2.7M0.05%
331KLA CORPORATIONKLAC3,936$2.7M0.05%
332APOLLO GLOBAL MANAGEMENT INC03769M10619,437$2.7M0.05%
333GEN DIGITAL INC.GENVR100,065$2.7M0.05%
334WEC ENERGY GROUP INCWEC24,339$2.7M0.05%
335DARDEN RESTAURANTS INCDRI12,724$2.6M0.05%
336MACH NATURAL RESOURCES LPMNR170,000$2.6M0.05%
337DUKE ENERGY CORPDUKB21,544$2.6M0.05%
338SEI INVESTMENTS COMPANY78411710333,606$2.6M0.05%
339PNC FINANCIAL SERVICES GROUP69347510514,805$2.6M0.05%
340AUTOZONE INCAZO678$2.6M0.05%
341RELIANCE INCRS8,938$2.6M0.05%
342CATERPILLAR INCCAT7,719$2.5M0.05%
343AMERICAN HOMES 4 RENT REITAMH-PG66,958$2.5M0.05%
344MDU RESOURCES GROUP INC552690109148,656$2.5M0.05%
345VANGUARD HEALTH CARE FD ETF92204A5049,426$2.5M0.05%
346TARGA RESOURCES CORPTRGP12,394$2.5M0.05%
347CSX CORPCSX84,094$2.5M0.05%
348BWX TECHNOLOGIES INCBWXT25,000$2.5M0.05%
349UBER TECHNOLOGIES INCUBER33,780$2.5M0.05%
350SNAP-ON INCSNA7,234$2.4M0.04%
351VANGUARD CONSUMER92204A1087,477$2.4M0.04%
352KINDER MORGAN INC/DELAWAREEP-PC85,120$2.4M0.04%
353CDW CORP/DECDW15,078$2.4M0.04%
354ALLISON TRANSMISSION HOLDINGSALSN25,231$2.4M0.04%
355PFIZER INCPFE94,634$2.4M0.04%
356UNITED THERAPEUTICS CORPUTHR7,739$2.4M0.04%
357CROWNCASTLE INC.CCI22,747$2.4M0.04%
358SOUTHERN COSOMN25,542$2.3M0.04%
359EOG RESOURCES INCEOG18,022$2.3M0.04%
360TARGET CORPTGT22,129$2.3M0.04%
361CBOE GLOBAL MARKETS INC12503M10810,205$2.3M0.04%
362COLGATE-PALMOLIVE COCL24,628$2.3M0.04%
363KLA CORPORATIONKLAC3,382$2.3M0.04%
364QORVO INCQRVO31,712$2.3M0.04%
365Blackrock IncBLK2,426$2.3M0.04%
366OGE ENERGY CORPOGE49,525$2.3M0.04%
367TJX COMPANIES INC87254010918,667$2.3M0.04%
368AZEK CO INC/THE05478C10546,489$2.3M0.04%
369CAPITAL ONE FINANCIAL CORP14040H10512,393$2.2M0.04%
370AIR PRODUCTS & CHEMICALS INCAIIR7,534$2.2M0.04%
371EQUINIX INC REITEQIX2,709$2.2M0.04%
372NEWMONT CORP USD 1.6NEMCL45,306$2.2M0.04%
373ALTRIA GROUP INCMO35,972$2.2M0.04%
374Somnigroup InternationalSGI36,000$2.2M0.04%
375WILLIAMS COS INC96945710035,779$2.1M0.04%
376BOEING COBA-PA12,527$2.1M0.04%
377AFLAC INCAFL19,109$2.1M0.04%
378CME GROUP INCCME7,992$2.1M0.04%
379APPLOVIN CO-CL AAPP7,990$2.1M0.04%
380KIMBERLY-CLARK CORPKMB14,817$2.1M0.04%
381VEEVA SYSTEMS INCVEEV9,081$2.1M0.04%
382FIDELITY NATIONAL INFO SVCS31620M10627,576$2.1M0.04%
383TEXAS INSTRUMENTS INC88250810411,432$2.1M0.04%
384CLOROX COMPANYCLX13,905$2.0M0.04%
385PTC INCPTC13,172$2.0M0.04%
386PLAINS ALL AMER PIPELINE LP726503105101,660$2.0M0.04%
387UNIVERSAL HEALTH SERVICES-B91390310010,817$2.0M0.04%
388KKR & CO INCKKRT17,376$2.0M0.04%
389ISHARES INC ISHARES ESG AWARE46434G86357,414$2.0M0.04%
390GE AEROSPACE36960430110,025$2.0M0.04%
391NORDSTROM INC65566410081,327$2.0M0.04%
392MICRON TECHNOLOGY INCMU22,695$2.0M0.04%
393WASTE MANAGEMENT INC94106L1098,465$2.0M0.04%
394HUBSPOT INCHUBS3,424$2.0M0.04%
395MICROCHIP TECHNOLOGY INCMCHPP40,392$2.0M0.04%
396YUM BRANDS INCYUM12,290$1.9M0.04%
397COPART INCCPRT33,964$1.9M0.04%
398MOLSON COORS BEVERAGE COMPANYTAP-A31,468$1.9M0.04%
399FIFTH THIRD BANCORPFITBM48,845$1.9M0.04%
400GILEAD SCIENCES INCGILD17,034$1.9M0.04%
401FORTINET INCFTNT19,821$1.9M0.04%
402HUBBELL INCHUBB5,757$1.9M0.04%
403NUVEEN ESG LARGE-CAP VALUE ETFNU46,937$1.9M0.04%
404EXPEDIA GROUP INCEXPE11,065$1.9M0.03%
405NUVEEN ESG LARGE-CAP GROWTHNU23,448$1.8M0.03%
406IQVIA HOLDINGS INCIQV10,411$1.8M0.03%
407FEDEX CORPFDX7,474$1.8M0.03%
408MAPLEBEAR INCCART45,657$1.8M0.03%
409VANGUARD DIVIDEND APPREC ETF9219088449,369$1.8M0.03%
410NORTHROP GRUMMAN CORPNOC3,544$1.8M0.03%
411FTI CONSULTING INCFCN11,056$1.8M0.03%
412DEVON ENERGY CORPORATION25179M10348,502$1.8M0.03%
413BROWN & BROWN INCBRO14,578$1.8M0.03%
414AlTi Global IncALTI595,894$1.8M0.03%
415LENNOX INTERNATIONAL INC5261071073,219$1.8M0.03%
416KIMBERLY-CLARK CORPKMB12,647$1.8M0.03%
417VANGUARD SMALL-CAP GR FD ETF9229085957,128$1.8M0.03%
418DECKERS OUTDOOR CORPDECK15,950$1.8M0.03%
419XCEL ENERGY INCXELLL24,590$1.7M0.03%
420GARTNER INCIT4,145$1.7M0.03%
421MARSH & MCLENNAN COS5717481027,129$1.7M0.03%
422IDEX CORP45167R1049,559$1.7M0.03%
423PROGRESSIVE CORP7433151036,106$1.7M0.03%
424INTL BUSINESS MACHINES CORPINTR6,912$1.7M0.03%
425VANGUARD INDUSTRIALS ETF92204A6036,916$1.7M0.03%
426NIKE INC -CL BNKE26,857$1.7M0.03%
427VANGUARD SMALL-CAP VALUE FD9229086119,000$1.7M0.03%
428DOMINO'S PIZZA INCDPZ3,640$1.7M0.03%
429ALTRIA GROUP INCMO27,860$1.7M0.03%
430MSCI INC-AMSCI2,925$1.7M0.03%
431HCA HEALTHCARE INCHCA4,783$1.7M0.03%
432VULCAN MATERIALS CO9291601097,066$1.6M0.03%
433TRANSUNIONTRU19,839$1.6M0.03%
434JACOBS SOLUTIONS INCJ13,461$1.6M0.03%
435FISERV INCFISV7,355$1.6M0.03%
436HIGHWOODS PROPERTIES INC REIT43128410854,751$1.6M0.03%
437PAYCHEX INCPAYX10,469$1.6M0.03%
438UNITED PARCEL SERVICE-CL BUPS14,619$1.6M0.03%
439UBER TECHNOLOGIES INCUBER21,966$1.6M0.03%
440AUTOMATIC DATA PROCESSINGADP5,214$1.6M0.03%
441VALERO ENERGY CORPVLO12,050$1.6M0.03%
442COHERENT CORPCOHR24,450$1.6M0.03%
443HOLOGIC INCHOLX25,644$1.6M0.03%
444ADVANCED MICRO DEVICESAMD15,350$1.6M0.03%
445CUBESMART REITCUBE36,591$1.6M0.03%
446LOWE'S COS INC5486611076,610$1.5M0.03%
447AUTODESK INCADSK5,844$1.5M0.03%
4483M COMMM10,330$1.5M0.03%
449EDWARDS LIFESCIENCES CORPEW20,751$1.5M0.03%
450PROSPERITY BANCSHARES INCPB21,070$1.5M0.03%
451STERLING INFRASTRUCTURE INC.STRL13,124$1.5M0.03%
452EVERGY INCEVRG21,132$1.5M0.03%
453FLUOR CORPFLR40,000$1.4M0.03%
454SHIFT4 PAYMENTS INC82452J10917,528$1.4M0.03%
455NORTHERN TRUST CORPNTRSO14,482$1.4M0.03%
456THE TRAVELERS COMPANIES INCTRV5,390$1.4M0.03%
457Oppenheimer Holdings IncOPY23,850$1.4M0.03%
458ALBERTSONS COS INC01309110364,555$1.4M0.03%
459MOHAWK INDUSTRIES INC60819010412,413$1.4M0.03%
460SCHWAB (CHARLES) CORPSCHW-PJ18,098$1.4M0.03%
461CHEMED CORPCHE2,301$1.4M0.03%
462MAIN STREET CAPITAL CORP56035L10425,000$1.4M0.03%
463ROSS STORES INCROST11,053$1.4M0.03%
464HILTON WORLDWIDE HOLDINGS INCHLT6,182$1.4M0.03%
465CORNING INCGLW30,693$1.4M0.03%
466VANGUARD SHT TERM BOND ETF92193782717,752$1.4M0.03%
467DOVER CORPDOV7,790$1.4M0.03%
468NEXTERA ENERGY INCNEE-PW19,239$1.4M0.03%
469CUMMINS INCCMI4,341$1.4M0.03%
470VIPER ENERGY INCVNOM30,000$1.4M0.02%
471ZOETIS INCZTS8,159$1.3M0.02%
472UIPATH INCPATH127,965$1.3M0.02%
473GENERAL MOTORS37045V10027,644$1.3M0.02%
474MONDELEZ INTL INC60920710518,969$1.3M0.02%
475REGENERON PHARMACEUTICALSREGN2,011$1.3M0.02%
476DAVITA INCDVA8,299$1.3M0.02%
477AFLAC INCAFL11,342$1.3M0.02%
478METTLER-TOLEDO INTERNATIONALMTD1,066$1.3M0.02%
479ALLIANCE RESOURCE PARTNERS LPARLP46,086$1.3M0.02%
480WATSCO INCWSO-B2,464$1.3M0.02%
481CINTAS CORPCTAS5,994$1.2M0.02%
482RINGCENTRAL INCRNG49,072$1.2M0.02%
483PHILLIPS 66PSX9,807$1.2M0.02%
484TEXAS PACIFIC LAND CORP REITTPL911$1.2M0.02%
485INTEL CORPINTC53,111$1.2M0.02%
486AMERICAN EXPRESS COAXP4,464$1.2M0.02%
487INTUIT INCINTU1,951$1.2M0.02%
488SYSCO CORPSYY15,907$1.2M0.02%
489TRANSDIGM GROUP INCTDG862$1.2M0.02%
490CHIPOTLE MEXICAN GRILL - CL ACMG23,703$1.2M0.02%
491MOODY'S CORPMCO2,549$1.2M0.02%
492MORGAN STANLEYMS-PQ10,141$1.2M0.02%
493VANGUARD LG CP ETF9229086374,596$1.2M0.02%
494IDEXX LABORATORIES INC45168D1042,766$1.2M0.02%
495GLOBUS MEDICAL INCGMED15,861$1.2M0.02%
496HALLIBURTON COHAL45,608$1.2M0.02%
497AVANTIS U.S. SMALL CAP VALUE02507287713,241$1.2M0.02%
498CIGNA GROUP1255231003,491$1.1M0.02%
499CVS HEALTH CORPORATIONCVS16,874$1.1M0.02%
500DATADOG INCDDOG11,333$1.1M0.02%