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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 Q3 2025 · Filed November 13, 2025 · Accession 0000009634-25-000006

Total Value
$6.65B
Positions
1,489
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL 1000 ETF4642876221,280,053$467.8M7.34%
2VANGUARD S&P 500 ETF922908363593,288$363.3M5.70%
3VANGUARD FTSE EMERGING MARKETS9220428583,705,919$200.8M3.15%
4EXXON MOBIL CORPXOM1,697,829$191.4M3.00%
5MICROSOFT CORPMSFT219,537$113.7M1.78%
6APPLE INC COMAAPL437,114$111.3M1.75%
7ISHARES CORE S&P MIDCAP ETF4642875071,684,649$109.9M1.73%
8APPLE INC COMAAPL430,422$109.6M1.72%
9NVIDIA CORPNVDA581,792$108.6M1.70%
10MICROSOFT CORPMSFT176,605$91.5M1.44%
11ISHARES MSCI EAFE ETF464287465966,636$90.3M1.42%
12SPDR S&P 500 ETF TRUST ETFSPY131,595$87.7M1.38%
13ISHARES CORE S&P 500 ETF464287200130,277$87.2M1.37%
14NVIDIA CORPNVDA444,851$83.0M1.30%
15INVESCO QQQ TRUST SERIES 1 ETFIVZ129,079$77.5M1.22%
16VANGUARD GROWTH FD ETF922908736142,972$68.6M1.08%
17VANGUARD FTSE DEVELOPED9219438581,122,335$67.3M1.06%
18ISHARES CORE S&P SMALL-CAP 600464287804563,654$67.0M1.05%
19AMAZON.COM INCAMZN304,252$66.8M1.05%
20AVANTIS EMERGING MARKETS025072604861,253$64.7M1.02%
21AAON INCAAON681,598$63.7M1.00%
22BROADCOM INCAVGO156,261$51.6M0.81%
23ALPHABET INC CL CGOOG210,463$51.3M0.80%
24SCHWAB US DIVIDEND EQUITY ETF8085247971,729,288$47.2M0.74%
25ISHARES S&P MIDCAP 400 GROWTH464287606482,994$46.3M0.73%
26ISHARES RUSSELL 1000 GROWTH46428761497,376$45.6M0.72%
27JPMORGAN CHASE & COVYLD136,023$42.9M0.67%
28ISHARES S&P MIDCAP 400/VALUE464287705313,135$40.6M0.64%
29Meta Platforms IncMETA54,073$39.7M0.62%
30AMAZON.COM INCAMZN174,775$38.4M0.60%
31ISHARES S&P 500 GROWTH ETF464287309316,794$38.2M0.60%
32State Street SPDR Portfolio78468R6061,543,663$37.0M0.58%
33ALPHABET INC CL AGOOG150,467$36.6M0.57%
34JPMORGAN CHASE & COVYLD115,150$36.3M0.57%
35BROADCOM INCAVGO109,659$36.2M0.57%
36ABBVIE INCABBV154,052$35.7M0.56%
37ISHARES CORE TOTAL US BOND464287226352,147$35.3M0.55%
38WALMART INCWMT335,854$34.6M0.54%
39ISHARES MSCI EAFE GROWTH ETF464288885300,344$34.2M0.54%
40State Street SPDR Portfolio78464A847558,431$31.9M0.50%
41ALPHABET INC CL AGOOG125,502$30.5M0.48%
42VISA INC-CLASS A SHARESV81,422$27.8M0.44%
43State Street SPDR Portfolio78468R853578,260$26.8M0.42%
44JPMORGAN EQUITY PREMIUM INCOME46641Q332462,780$26.4M0.41%
45CISCO SYSTEMS INCCSCO373,093$25.5M0.40%
46ISHARES RUSSELL MID-CAP GROWTH464287481176,804$25.2M0.40%
47VANGUARD MID-CAP FD ETF92290862983,739$24.6M0.39%
48BERKSHIRE HATHAWAY INC-CL BBRK-A47,678$24.0M0.38%
49TESLA INCTSLA52,548$23.4M0.37%
50ELI LILLY & COLLY30,607$23.4M0.37%
51ISHARES GOLD TRUST ETFIAU312,656$22.8M0.36%
52VANGUARD VALUE FD ETF922908744121,781$22.7M0.36%
53PROCTER & GAMBLE CO742718109143,643$22.1M0.35%
54WALMART INCWMT211,822$21.8M0.34%
55EXXON MOBIL CORPXOM193,579$21.8M0.34%
56PROCTER & GAMBLE CO742718109141,037$21.7M0.34%
57ISHARES MSCI EAFE VALUE ETF464288877318,419$21.6M0.34%
58LOCKHEED MARTIN CORPLMT42,883$21.4M0.34%
59ALPHABET INC CL CGOOG87,678$21.4M0.34%
60SIMON PROPERTY GROUP INC REIT828806109112,754$21.2M0.33%
61SYNCHRONY FINANCIALSYF-PB291,860$20.7M0.33%
62ISHARES S&P 500 VALUE ETF46428740897,294$20.1M0.32%
63CARDINAL HEALTH INCCAH125,294$19.7M0.31%
64DUKE ENERGY CORPDUKB158,052$19.6M0.31%
65ELI LILLY & COLLY25,618$19.5M0.31%
66CHEVRON CORPCVX125,385$19.5M0.31%
67ABBVIE INCABBV82,957$19.2M0.30%
68Meta Platforms IncMETA26,151$19.2M0.30%
69MCDONALD'S CORPMCD60,713$18.5M0.29%
70WILLIAMS COS INC969457100290,195$18.4M0.29%
71JOHNSON & JOHNSONJNJ98,363$18.2M0.29%
72BERKSHIRE HATHAWAY INC-CL BBRK-A35,863$18.0M0.28%
73ISHARES CURRENCY HEDGED MSCI46434V803428,583$17.0M0.27%
74EMERSON ELECTRIC COEMR129,072$16.9M0.27%
75COSTCO WHOLESALE CORP22160K10518,153$16.8M0.26%
76ONEOK INCOKE230,210$16.8M0.26%
77COCA-COLA CO/THEKO249,256$16.5M0.26%
78VANGUARD TOTL STCK MKT FD ETF92290876950,165$16.5M0.26%
79MASTERCARD INC - CLASS AMA28,640$16.3M0.26%
80HOME DEPOT INCHD39,554$16.0M0.25%
81FIRSTENERGY CORPFE347,903$15.9M0.25%
82HOME DEPOT INCHD39,064$15.8M0.25%
83ISHARES RUSSELL MID-CAP ETF464287499163,538$15.8M0.25%
84GE VERNOVA INCGEV25,626$15.8M0.25%
85MORGAN STANLEYMS-PQ97,230$15.5M0.24%
86ISHARES TR46434V878302,174$15.3M0.24%
87TRUIST FINANCIAL CORP89832Q109334,672$15.3M0.24%
88INTL BUSINESS MACHINES CORPINTR52,752$14.9M0.23%
89MCDONALD'S CORPMCD47,553$14.5M0.23%
90CATERPILLAR INCCAT29,964$14.3M0.22%
91NETFLIX INCNFLX11,856$14.2M0.22%
92State Street SPDR S&P Dividend78464A763101,457$14.2M0.22%
93COCA-COLA CO/THEKO211,755$14.0M0.22%
94Arista Networks IncANET94,397$13.8M0.22%
95BOK FINANCIAL CORPORATION05561Q201122,149$13.6M0.21%
96GENERAL DYNAMICS CORPGD39,250$13.4M0.21%
97AMERICAN ELECTRIC POWER025537101118,444$13.3M0.21%
98AMGEN INCAMGN46,818$13.2M0.21%
99MASTERCARD INC - CLASS AMA22,952$13.1M0.20%
100ALLSTATE CORPALL-PJ60,725$13.0M0.20%
101JOHNSON & JOHNSONJNJ69,760$12.9M0.20%
102ISHARES RUSSELL MID-CAP VALUE46428747392,040$12.9M0.20%
103EVERCORE INC - CL AEVR37,933$12.8M0.20%
104ISHARES INTER GOVT CR BOND ETF464288612119,080$12.8M0.20%
105VANGUARD INFORMATION92204A70217,070$12.7M0.20%
106STAG INDUSTRIAL REIT85254J102353,176$12.5M0.20%
107GOLDMAN SACHS GROUP INCGSCE15,582$12.4M0.19%
108VANGUARD SHORT TERM TREASURY92206C102209,786$12.3M0.19%
109CADENCE DESIGN SYS INCCDNS34,774$12.2M0.19%
110CHEVRON CORPCVX78,278$12.2M0.19%
111SPDR GOLD TRUST ETFGLD34,098$12.1M0.19%
112CITIZENS FINANCIAL GROUP INCCIA225,399$12.0M0.19%
113ISHARES RUSSELL 2000 ETF46428765549,242$11.9M0.19%
114UNION PACIFIC CORPUNP50,264$11.9M0.19%
115THE WALT DISNEY CO.254687106103,512$11.9M0.19%
116BAKER HUGHES COMPANYBKR242,615$11.8M0.19%
117ENERGY TRANSFER L.P.ET-PI686,163$11.8M0.18%
118EXPAND ENERGY CORPORATIONEXE109,729$11.7M0.18%
119MONOLITHIC POWER SYSTEMS INC60983910512,464$11.5M0.18%
120ISHARES RUSSELL 1000 VALUE ETF46428759856,203$11.4M0.18%
121VANGUARD INTERMEDIATE ETF921937819145,275$11.3M0.18%
122Blackrock IncBLK9,724$11.3M0.18%
123VANGUARD MID-CAP GROWTH INDEX92290853838,442$11.3M0.18%
124ONE GAS INCOGS138,421$11.2M0.18%
125VANGUARD MIDCAP VALUE INDEX92290851263,681$11.1M0.17%
126LAZARD INCLAZ208,208$11.0M0.17%
127COSTCO WHOLESALE CORP22160K10511,784$10.9M0.17%
128CMS ENERGY CORPCMS-PC148,862$10.9M0.17%
129INTL BUSINESS MACHINES CORPINTR38,540$10.9M0.17%
130APPLIED MATERIALS INC03822210553,057$10.9M0.17%
131VISA INC-CLASS A SHARESV31,185$10.6M0.17%
132NETAPP INCNTAP88,510$10.5M0.16%
133ORACLE CORPORCL-PD37,247$10.5M0.16%
134ABBOTT LABORATORIESABLZF78,163$10.5M0.16%
135INVESCO NASDAQ 100 ETFIVZ42,336$10.5M0.16%
136GILEAD SCIENCES INCGILD93,377$10.4M0.16%
137MARATHON PETROLEUM CORPMARA53,771$10.4M0.16%
138ORACLE CORPORCL-PD36,793$10.3M0.16%
139ISHARES TIPS BOND ETF46428717690,972$10.1M0.16%
140ISHARES S&P SMALL-CAP 60046428787989,430$9.9M0.16%
141RTX CORPORATIONRTX58,692$9.8M0.15%
142PEPSICO INCPEP69,859$9.8M0.15%
143VANGUARD SMALL CAP FD ETF92290875138,183$9.7M0.15%
144CISCO SYSTEMS INCCSCO141,312$9.7M0.15%
145ONEOK INCOKE132,458$9.7M0.15%
146PEPSICO INCPEP67,189$9.4M0.15%
147SALESFORCE INCCRM39,170$9.3M0.15%
148VANGUARD REAL ESTATE ETF922908553100,169$9.2M0.14%
149BRISTOL-MYERS SQUIBB COCELG-RI200,240$9.0M0.14%
150PRUDENTIAL FINANCIAL INCPUKPF85,258$8.8M0.14%
151SERVICENOW INCNOW9,509$8.8M0.14%
152PHILLIPS 66PSX63,519$8.6M0.14%
153BANK OF AMERICA CORP060505104165,809$8.6M0.13%
154MICRON TECHNOLOGY INCMU51,056$8.5M0.13%
155UNION PACIFIC CORPUNP36,122$8.5M0.13%
156ISHARES SELECT DIVIDEND ETF46428716859,301$8.4M0.13%
157ABBOTT LABORATORIESABLZF62,145$8.3M0.13%
158AMGEN INCAMGN29,056$8.2M0.13%
159US BANCORPUSB-PS169,329$8.2M0.13%
160S&P GLOBAL INCSPGI16,650$8.1M0.13%
161PACKAGING CORP OF AMERICA69515610937,164$8.1M0.13%
162PALANTIR TECHNOLOGIES INCPLTR43,707$8.0M0.13%
163AMERICAN EXPRESS COAXP23,960$8.0M0.12%
164UNITEDHEALTH GROUP INCUNH22,428$7.7M0.12%
165INTUIT INCINTU11,302$7.7M0.12%
166WELLS FARGO & COMPANY94974610191,876$7.7M0.12%
167ISHARES RUSSELL 2000 GROWTH46428764823,695$7.6M0.12%
168SPDR TECHNOLOGY SELECT SECT81369Y80326,903$7.6M0.12%
169UNITEDHEALTH GROUP INCUNH21,370$7.4M0.12%
170CONOCOPHILLIPSCOP77,488$7.3M0.12%
171TESLA INCTSLA16,157$7.2M0.11%
172STERLING INFRASTRUCTURE INC.STRL21,044$7.1M0.11%
173The Hartford Insurance GroupHIG-PG53,534$7.1M0.11%
174MRC GLOBAL INC55345K103490,811$7.1M0.11%
175CINTAS CORPCTAS34,450$7.1M0.11%
176HONEYWELL INTERNATIONAL INC43851610633,474$7.0M0.11%
177UNITED RENTALS INCURI7,181$6.9M0.11%
178QUALCOMM INCQCOM40,911$6.8M0.11%
179INGREDION INCINGR55,695$6.8M0.11%
180MERCK & CO INC/NJMRK80,740$6.8M0.11%
181GOLDMAN SACHS GROUP INCGSCE8,458$6.7M0.11%
182NEXTERA ENERGY INCNEE-PW88,311$6.7M0.10%
183GENERAL DYNAMICS CORPGD19,406$6.6M0.10%
184TJX COMPANIES INC87254010945,578$6.6M0.10%
185VIATRIS INC-W/IVTRS662,768$6.6M0.10%
186MGIC INVESTMENT CORP552848103230,798$6.5M0.10%
187THE WALT DISNEY CO.25468710657,150$6.5M0.10%
188PHILIP MORRIS INTERNATIONAL71817210939,384$6.4M0.10%
189CORTEVA INCCTVA93,675$6.3M0.10%
190MERCK & CO INC/NJMRK74,830$6.3M0.10%
191NETFLIX INCNFLX5,229$6.3M0.10%
192T-MOBILE US INCTMUSZ25,982$6.2M0.10%
193ISHARES S&P SMALL-CAP 60046428788743,794$6.2M0.10%
194CAPITAL ONE FINANCIAL CORP14040H10529,147$6.2M0.10%
195APPLIED MATERIALS INC03822210530,206$6.2M0.10%
196HONEYWELL INTERNATIONAL INC43851610629,378$6.2M0.10%
197TJX COMPANIES INC87254010942,718$6.2M0.10%
198MOTOROLA SOLUTIONS INCMSI13,406$6.1M0.10%
199VERIZON COMMUNICATIONS INCVZ137,509$6.0M0.09%
200BK OF NEW YORK MELLON CORP06405810055,370$6.0M0.09%
201VANGUARD TOTAL INTL STOCK IDX92190976881,957$6.0M0.09%
202COLGATE-PALMOLIVE COCL75,026$6.0M0.09%
203Lam Research CorpLRCX44,496$6.0M0.09%
204NISOURCE INCNI137,015$5.9M0.09%
205NORFOLK SOUTHERN CORP65584410819,699$5.9M0.09%
206iShares MSCI Emerging Markets464287234110,765$5.9M0.09%
207VERTIV HOLDINGS COVRT39,149$5.9M0.09%
208ROLLINS INCROL100,380$5.9M0.09%
209BANK OF AMERICA CORP060505104114,102$5.9M0.09%
210TEXAS INSTRUMENTS INC88250810431,992$5.9M0.09%
211RAYMOND JAMES FINANCIAL INC75473010933,953$5.9M0.09%
212ZOETIS INCZTS39,512$5.8M0.09%
213THERMO FISHER SCIENTIFIC INCTMO11,874$5.8M0.09%
214EQT CORPORATIONEQT105,799$5.8M0.09%
215VANGUARD RUSSELL 100 VALUE ETF92206C71463,815$5.7M0.09%
216THERMO FISHER SCIENTIFIC INCTMO11,696$5.7M0.09%
217STRYKER CORPSYK15,145$5.6M0.09%
218VISTRA CORPVST28,510$5.6M0.09%
219ADOBE INCADBE15,733$5.5M0.09%
220VERIZON COMMUNICATIONS INCVZ126,198$5.5M0.09%
221WELLS FARGO & COMPANY94974610166,134$5.5M0.09%
222CONOCOPHILLIPSCOP58,256$5.5M0.09%
223APPLOVIN CO-CL AAPP7,614$5.5M0.09%
224SPDR S&P MIDCAP 400 TRUST ETFMDY8,993$5.4M0.08%
225FEDERAL REALTY INVESTMENT31374510152,443$5.3M0.08%
226KLA CORPORATIONKLAC4,913$5.3M0.08%
227INTERCONTINENTAL EXCHANGE INC45866F10431,246$5.3M0.08%
228EMERSON ELECTRIC COEMR40,057$5.3M0.08%
229CROWDSTRIKE HOLDINGS INCCRWD10,712$5.3M0.08%
230INTUITIVE SURGICAL INCISRG11,691$5.2M0.08%
231LOCKHEED MARTIN CORPLMT10,468$5.2M0.08%
232GEN DIGITAL INC.GENVR183,372$5.2M0.08%
233AMERIPRISE FINANCIAL INC03076C10610,475$5.1M0.08%
234QUEST DIAGNOSTICSDGX26,990$5.1M0.08%
235OMEGA HEALTHCARE INVESTORS681936100121,750$5.1M0.08%
236ENCOMPASS HEALTH CORPORATIONEHC40,410$5.1M0.08%
237LOWE'S COS INC54866110720,363$5.1M0.08%
238JPMORGAN ULTRA-SHORT MUNICIPAL46641Q65499,949$5.1M0.08%
239CURTISS-WRIGHT CORPCW9,381$5.1M0.08%
240BOOKING HOLDINGS INCBKNG935$5.0M0.08%
241BLACKSTONE INCBX29,300$5.0M0.08%
242STRYKER CORPSYK13,502$5.0M0.08%
243SCHWAB (CHARLES) CORPSCHW-PJ51,519$4.9M0.08%
244DROPBOX INCDBX159,875$4.8M0.08%
245CIGNA GROUP12552310016,680$4.8M0.08%
246WILLIAMS-SONOMA INCWSM24,544$4.8M0.08%
247SERVICENOW INCNOW5,204$4.8M0.08%
248PALO ALTO NETWORKSPANW23,497$4.8M0.08%
249VALERO ENERGY CORPVLO28,050$4.8M0.07%
250FASTENAL COFAST92,528$4.5M0.07%
251PALO ALTO NETWORKSPANW22,137$4.5M0.07%
252AT&T INCT-PC154,462$4.4M0.07%
253AXON ENTERPRISE INCAXON6,076$4.4M0.07%
254ACUITY INCAYI12,535$4.3M0.07%
255INVESCO S&P 500 EQUAL WEIGHTIVZ22,721$4.3M0.07%
256ISHARES RUSSELL 2000 VALUE ETF46428763024,341$4.3M0.07%
257AUTOMATIC DATA PROCESSINGADP14,648$4.3M0.07%
258VANGUARD TOTAL BOND MARKET ETF92193783557,588$4.3M0.07%
259RESMED INCRSMDF15,566$4.3M0.07%
260PROGRESSIVE CORP74331510317,247$4.3M0.07%
261INTUIT INCINTU6,227$4.3M0.07%
262PURE STORAGE INC74624M10250,682$4.2M0.07%
263HUNT (JB) TRANSPRT SVCS INC44565810730,992$4.2M0.07%
264PRUDENTIAL FINANCIAL INCPUKPF40,064$4.2M0.07%
265FIDELITY NATL FINL INC NEWFNF67,884$4.1M0.06%
266DIAMONDBACK ENERGY INCFANG28,497$4.1M0.06%
267AUTONATION INCAN18,515$4.1M0.06%
268AMPHENOL CORP-CL A03209510132,684$4.0M0.06%
269AT&T INCT-PC142,240$4.0M0.06%
270GE AEROSPACE36960430113,227$4.0M0.06%
271CHENIERE ENERGY INCLNG16,818$4.0M0.06%
2723M COMMM25,441$3.9M0.06%
273CME GROUP INCCME14,517$3.9M0.06%
274QUALCOMM INCQCOM23,555$3.9M0.06%
275KLA CORPORATIONKLAC3,621$3.9M0.06%
276BWX TECHNOLOGIES INCBWXT21,000$3.9M0.06%
277BRIXMOR PROPERTY GROUP INC11120U105139,224$3.9M0.06%
278NASDAQ INCNDAQ43,535$3.9M0.06%
279NEWMONT CORP USD 1.6NEMCL45,263$3.8M0.06%
280VERISIGN INCVRSN13,365$3.7M0.06%
281REGENCY CENTERS CORP REIT75884910351,225$3.7M0.06%
282ISHARES TR ISHARES 1-5 Y INVE46428864670,369$3.7M0.06%
283AMPHENOL CORP-CL A03209510130,080$3.7M0.06%
284SALESFORCE INCCRM15,483$3.7M0.06%
285MANHATTAN ASSOCIATES INCMANH17,843$3.7M0.06%
286UBER TECHNOLOGIES INCUBER37,296$3.7M0.06%
287PUBLIC SERVICE ENTERPRISE GP74457310643,590$3.6M0.06%
288MATADOR RESOURCES COMTDR80,000$3.6M0.06%
289DOLBY LABORATORIES INC-CL ADLB49,292$3.6M0.06%
290NATIONAL FUEL GAS CONFG38,563$3.6M0.06%
291ON SEMICONDUCTOR CORPORATIONON70,921$3.5M0.05%
292PERMIAN RESOURCES CORPPR270,000$3.5M0.05%
293APPLIED INDUSTRIAL TECH INC03820C10513,181$3.4M0.05%
294RANGE RESOURCES CORPRRC90,000$3.4M0.05%
295VANGUARD FINANCIALS ETF92204A40525,755$3.4M0.05%
296O'REILLY AUTOMOTIVE INC67103H10731,301$3.4M0.05%
297ESSEX PROPERTY TRUST INC REIT29717810512,568$3.4M0.05%
298THE TRAVELERS COMPANIES INCTRV11,937$3.3M0.05%
299KINDER MORGAN INC/DELAWAREEP-PC117,306$3.3M0.05%
300Blackrock IncBLK2,842$3.3M0.05%
301ILLINOIS TOOL WORKS45230810912,700$3.3M0.05%
302CROWNCASTLE INC.CCI34,116$3.3M0.05%
303BOEING COBA-PA15,127$3.3M0.05%
304ENTERPRISE PRODUCTS PARTNERS293792107103,745$3.2M0.05%
305DANAHER CORP23585110216,314$3.2M0.05%
306DANAHER CORP23585110216,125$3.2M0.05%
307CARLISLE COS INC1423391009,687$3.2M0.05%
308UNITED THERAPEUTICS CORPUTHR7,564$3.2M0.05%
309ISHARES CORE S&P TOTAL US46428715021,692$3.2M0.05%
310LABCORP HOLDINGS INCLH10,975$3.2M0.05%
311ECOLAB INCECL11,483$3.1M0.05%
312ROPER TECHNOLOGIES INCROP6,281$3.1M0.05%
313CF INDUSTRIES HOLDINGS INC12526910034,809$3.1M0.05%
314DUKE ENERGY CORPDUKB24,892$3.1M0.05%
315SNAP-ON INCSNA8,786$3.0M0.05%
316Somnigroup InternationalSGI36,007$3.0M0.05%
317TEXTRON INCTXT35,828$3.0M0.05%
318ECOLAB INCECL10,911$3.0M0.05%
319PNC FINANCIAL SERVICES GROUP69347510514,860$3.0M0.05%
320KEYCORP493267108159,138$3.0M0.05%
321INTERNATIONAL PAPER CO46014610363,796$3.0M0.05%
322TARGA RESOURCES CORPTRGP17,517$2.9M0.05%
323FEDEX CORPFDX12,378$2.9M0.05%
324OWENS CORNING INCOC20,627$2.9M0.05%
325BRISTOL-MYERS SQUIBB COCELG-RI64,340$2.9M0.05%
326SEI INVESTMENTS COMPANY78411710334,095$2.9M0.05%
327ADVANCED MICRO DEVICESAMD17,849$2.9M0.05%
328VANGUARD CONSUMER92204A1087,269$2.9M0.05%
329INTUITIVE SURGICAL INCISRG6,358$2.8M0.04%
330Venture Global IncVG200,000$2.8M0.04%
331WILLIAMS COS INC96945710044,339$2.8M0.04%
332S&P GLOBAL INCSPGI5,735$2.8M0.04%
333TRANSDIGM GROUP INCTDG2,099$2.8M0.04%
334Gulfport Energy CorpGPOR15,000$2.7M0.04%
335FAIR ISAAC CORPFICO1,811$2.7M0.04%
336L3HARRIS TECHNOLOGIES INCLHX8,831$2.7M0.04%
337ANTERO RESOURCES CORPAR80,000$2.7M0.04%
338HUBBELL INCHUBB6,212$2.7M0.04%
339CME GROUP INCCME9,890$2.7M0.04%
340STARBUCKS CORPSBUX31,472$2.7M0.04%
341QORVO INCQRVO29,005$2.6M0.04%
342APOLLO GLOBAL MANAGEMENT INC03769M10619,749$2.6M0.04%
343KINDER MORGAN INC/DELAWAREEP-PC92,366$2.6M0.04%
344ALTRIA GROUP INCMO39,494$2.6M0.04%
345CATERPILLAR INCCAT5,452$2.6M0.04%
346VERTEX PHARMACEUTICALS INCVRTX6,617$2.6M0.04%
347REGAL REXNORD CORPORATIONRRX17,991$2.6M0.04%
348JACOBS SOLUTIONS INCJ17,177$2.6M0.04%
349BOSTON SCIENTIFIC CORPBSX26,332$2.6M0.04%
350EXELIXIS INCEXEL61,929$2.6M0.04%
351HOULIHAN LOKEY INCHLI12,249$2.5M0.04%
352CORNING INCGLW30,580$2.5M0.04%
353MICROCHIP TECHNOLOGY INCMCHPP39,001$2.5M0.04%
354NUVEEN ESG LARGE-CAP GROWTHNU25,104$2.5M0.04%
355SOUTHERN COSOMN26,332$2.5M0.04%
356BECTON DICKINSON & COBDX13,311$2.5M0.04%
357UBER TECHNOLOGIES INCUBER25,417$2.5M0.04%
358WEC ENERGY GROUP INCWEC21,623$2.5M0.04%
359MDU RESOURCES GROUP INC552690109138,426$2.5M0.04%
360HEALTHPEAK PROPERTIES INC REITDOC128,540$2.5M0.04%
361VENTAS INC REITVTR35,150$2.5M0.04%
362BIOGEN INCBIIB17,377$2.4M0.04%
363KEYSIGHT TECHNOLOGIES INC WIKEYS13,811$2.4M0.04%
364COMCAST CORP-CL ACCZ76,807$2.4M0.04%
365WW GRAINGER INC3848021042,527$2.4M0.04%
366ISHARES INC ISHARES ESG AWARE46434G86355,354$2.4M0.04%
367WATSCO INCWSO-B5,866$2.4M0.04%
368F5 INC.FFIV7,335$2.4M0.04%
369VERISK ANALYTICS INCVRSK9,375$2.4M0.04%
370MORGAN STANLEYMS-PQ14,750$2.3M0.04%
371VANGUARD HEALTH CARE FD ETF92204A5048,991$2.3M0.04%
372TEXAS INSTRUMENTS INC88250810412,636$2.3M0.04%
373DIGITAL REALTY TRUST INC REIT25386810313,361$2.3M0.04%
374VANGUARD ENERGY ETF92204A30618,150$2.3M0.04%
375KKR & CO INCKKRT17,436$2.3M0.04%
376CBOE GLOBAL MARKETS INC12503M1089,237$2.3M0.04%
377GILEAD SCIENCES INCGILD20,379$2.3M0.04%
378OGE ENERGY CORPOGE48,536$2.2M0.04%
379CHURCH & DWIGHT CO INCCHD25,596$2.2M0.04%
380GE VERNOVA INCGEV3,639$2.2M0.04%
381CHIPOTLE MEXICAN GRILL - CL ACMG56,489$2.2M0.03%
382ELEVANCE HEALTH INC.ELV6,802$2.2M0.03%
383EOG RESOURCES INCEOG19,370$2.2M0.03%
384CENTRUS ENERGY CORPLEU7,000$2.2M0.03%
385UNUM GROUPUNMA27,830$2.2M0.03%
386PFIZER INCPFE84,588$2.2M0.03%
387UNIVERSAL HEALTH SERVICES-B91390310010,516$2.1M0.03%
388TIDEWATER INCTDGMW40,000$2.1M0.03%
389AlTi Global IncALTI595,894$2.1M0.03%
390RELIANCE INCRS7,524$2.1M0.03%
391CIRRUS LOGIC INC.CRUS16,732$2.1M0.03%
392IQVIA HOLDINGS INCIQV10,938$2.1M0.03%
393EXPEDIA GROUP INCEXPE9,671$2.1M0.03%
394HCA HEALTHCARE INCHCA4,821$2.1M0.03%
395AUTOZONE INCAZO478$2.1M0.03%
396PUBLIC STORAGE INC REITPSA-PS6,981$2.0M0.03%
397COLGATE-PALMOLIVE COCL25,138$2.0M0.03%
398VANGUARD INDUSTRIALS ETF92204A6036,780$2.0M0.03%
399VANGUARD SMALL-CAP GR FD ETF9229085956,683$2.0M0.03%
400DARDEN RESTAURANTS INCDRI10,435$2.0M0.03%
401ADVANCED MICRO DEVICESAMD12,203$2.0M0.03%
402VEEVA SYSTEMS INCVEEV6,612$2.0M0.03%
403AFLAC INCAFL17,392$1.9M0.03%
404LEIDOS HOLDINGS INCLDOS10,280$1.9M0.03%
405NUVEEN ESG LARGE-CAP VALUE ETFNU43,940$1.9M0.03%
406LENNAR CORP-CL ALEN-B15,277$1.9M0.03%
407OLD DOMINION FREIGHT LINEODFL13,662$1.9M0.03%
408OKLO INCOKLO17,000$1.9M0.03%
409AMERICAN HOMES 4 RENT REITAMH-PG56,911$1.9M0.03%
410YUM BRANDS INCYUM12,436$1.9M0.03%
411DEERE & CODE4,105$1.9M0.03%
412CARDINAL HEALTH INCCAH11,914$1.9M0.03%
413CUMMINS INCCMI4,424$1.9M0.03%
414WASTE MANAGEMENT INC94106L1098,450$1.9M0.03%
415FIFTH THIRD BANCORPFITBM41,710$1.9M0.03%
416VULCAN MATERIALS CO9291601095,954$1.8M0.03%
417FIDELITY NATIONAL INFO SVCS31620M10627,747$1.8M0.03%
418ALLSTATE CORPALL-PJ8,472$1.8M0.03%
419VANGUARD DIVIDEND APPREC ETF9219088448,375$1.8M0.03%
420VANGUARD SHT TERM BOND ETF92193782722,901$1.8M0.03%
421ALLISON TRANSMISSION HOLDINGSALSN21,238$1.8M0.03%
422VANGUARD SMALL-CAP VALUE FD9229086118,597$1.8M0.03%
423KIMBERLY-CLARK CORPKMB14,381$1.8M0.03%
424CDW CORP/DECDW11,151$1.8M0.03%
425WASTE MANAGEMENT INC94106L1098,038$1.8M0.03%
426HIGHWOODS PROPERTIES INC REIT43128410855,535$1.8M0.03%
427FORTINET INCFTNT20,987$1.8M0.03%
428Oppenheimer Holdings IncOPY23,850$1.8M0.03%
429AIR PRODUCTS & CHEMICALS INCAIIR6,419$1.8M0.03%
430EQUITY RESIDENTIAL REITEQR26,924$1.7M0.03%
431GENERAL MOTORS37045V10028,375$1.7M0.03%
432PLAINS ALL AMER PIPELINE LP726503105100,720$1.7M0.03%
433Arista Networks IncANET11,694$1.7M0.03%
434NIKE INC -CL BNKE24,306$1.7M0.03%
435TRANSUNIONTRU20,191$1.7M0.03%
436DECKERS OUTDOOR CORPDECK16,575$1.7M0.03%
437PROGRESSIVE CORP7433151036,767$1.7M0.03%
438FEDEX CORPFDX7,050$1.7M0.03%
439ALTRIA GROUP INCMO25,061$1.7M0.03%
440UNITED RENTALS INCURI1,724$1.6M0.03%
441PHILLIPS 66PSX11,959$1.6M0.03%
442NORTHERN TRUST CORPNTRSO12,079$1.6M0.03%
443CSX CORPCSX45,668$1.6M0.03%
444MOHAWK INDUSTRIES INC60819010412,568$1.6M0.03%
445TRACTOR SUPPLY COMPANYTSCO28,475$1.6M0.03%
4463M COMMM10,431$1.6M0.03%
447AVANTIS U.S. SMALL CAP VALUE02507287716,239$1.6M0.03%
448KIMBERLY-CLARK CORPKMB12,991$1.6M0.03%
449IDEXX LABORATORIES INC45168D1042,521$1.6M0.03%
450SHIFT4 PAYMENTS INC82452J10920,692$1.6M0.03%
451MOLSON COORS BEVERAGE COMPANYTAP-A35,307$1.6M0.03%
452MAIN STREET CAPITAL CORP56035L10425,000$1.6M0.02%
453LOWE'S COS INC5486611076,324$1.6M0.02%
454DEVON ENERGY CORPORATION25179M10345,206$1.6M0.02%
455MARSH & MCLENNAN COS5717481027,834$1.6M0.02%
456INTEL CORPINTC47,041$1.6M0.02%
457US BANCORPUSB-PS32,498$1.6M0.02%
458VANGUARD RUSSELL 1000 GROWTH92206C68012,841$1.5M0.02%
459VANGUARD TOTAL INTERNATIONAL92203J40731,274$1.5M0.02%
460MSCI INC-AMSCI2,709$1.5M0.02%
461INTERCONTINENTAL EXCHANGE INC45866F1049,070$1.5M0.02%
462FORTINET INCFTNT18,110$1.5M0.02%
463CAPITAL ONE FINANCIAL CORP14040H1057,161$1.5M0.02%
464PTC INCPTC7,495$1.5M0.02%
465NORTHROP GRUMMAN CORPNOC2,469$1.5M0.02%
466OVINTIV INCOVV36,980$1.5M0.02%
467ANALOG DEVICESADI6,041$1.5M0.02%
468ZOETIS INCZTS9,977$1.5M0.02%
469ADOBE INCADBE4,127$1.5M0.02%
470TRACTOR SUPPLY COMPANYTSCO25,579$1.5M0.02%
471AUTOMATIC DATA PROCESSINGADP4,942$1.5M0.02%
472VANGUARD LG CP ETF9229086374,678$1.4M0.02%
473LENNOX INTERNATIONAL INC5261071072,705$1.4M0.02%
474TARGET CORPTGT15,941$1.4M0.02%
475EVERGY INCEVRG18,768$1.4M0.02%
476EQUINIX INC REITEQIX1,807$1.4M0.02%
477AUTODESK INCADSK4,431$1.4M0.02%
478PERMIAN RESOURCES CORPPR109,807$1.4M0.02%
479CLOROX COMPANYCLX11,381$1.4M0.02%
480RINGCENTRAL INCRNG49,462$1.4M0.02%
481PROSPERITY BANCSHARES INCPB20,750$1.4M0.02%
482THE TRAVELERS COMPANIES INCTRV4,921$1.4M0.02%
483HILTON WORLDWIDE HOLDINGS INCHLT5,290$1.4M0.02%
484XCEL ENERGY INCXELLL16,970$1.4M0.02%
485HUBSPOT INCHUBS2,889$1.4M0.02%
486PAYCHEX INCPAYX10,606$1.3M0.02%
487MONDELEZ INTL INC60920710521,357$1.3M0.02%
488BEST BUY CO INCBBY17,507$1.3M0.02%
489EQUITABLE HOLDINGS INCEQH-PC25,933$1.3M0.02%
490FASTENAL COFAST26,841$1.3M0.02%
491DOVER CORPDOV7,882$1.3M0.02%
492DOMINO'S PIZZA INCDPZ3,039$1.3M0.02%
493COGNIZANT TECH SOLUTIONS-ACTSH19,474$1.3M0.02%
494UNITED PARCEL SERVICE-CL BUPS15,395$1.3M0.02%
495CVS HEALTH CORPORATIONCVS16,992$1.3M0.02%
496SPDR ENERGY SELECT SECTOR ETF81369Y50614,297$1.3M0.02%
497MEDPACE HOLDINGS INCMEDP2,483$1.3M0.02%
498MOODY'S CORPMCO2,671$1.3M0.02%
499PRIMORIS SERVICES CORP74164F1039,244$1.3M0.02%
500APPLOVIN CO-CL AAPP1,762$1.3M0.02%