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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

MONTAG A & ASSOCIATES INC

Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0000829407-26-000001

Total Value
$2.19B
Positions
950
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200256,014$175.4M8.05%
2SPDR S&P 500 ETF TRSPY179,157$122.5M5.62%
3APPLE INCAAPL300,764$81.8M3.75%
4MICROSOFT CORPMSFT138,575$67.0M3.08%
5ALPHABET INCGOOG206,510$64.8M2.97%
6SPDR S&P MIDCAP 400 ETF TRMDY103,466$62.6M2.87%
7AMAZON COM INCAMZN191,934$44.3M2.03%
8ISHARES TR464287622107,439$40.1M1.84%
9NVIDIA CORPORATIONNVDA185,061$34.5M1.58%
10ELI LILLY & COLLY28,209$30.3M1.39%
11INVESCO EXCHANGE TRADED FD TIVZ148,712$28.5M1.31%
12VANGUARD SCOTTSDALE FDS92206C706464,161$27.8M1.28%
13ALPHABET INCGOOG87,669$27.4M1.26%
14COCA COLA COKO373,359$26.1M1.20%
15WALMART INCWMT233,092$26.0M1.19%
16ISHARES TR46428761454,707$25.9M1.19%
17JPMORGAN CHASE & CO.VYLD79,481$25.6M1.18%
18VANGUARD SPECIALIZED FUNDS921908844115,251$25.3M1.16%
19BROADCOM INCAVGO70,710$24.5M1.12%
20VISA INCV67,927$23.8M1.09%
21VANGUARD INDEX FDS92290875186,859$22.4M1.03%
22HOME DEPOT INCHD64,583$22.2M1.02%
23VANGUARD INDEX FDS92290836334,311$21.5M0.99%
24GOLDMAN SACHS GROUP INCGSCE23,770$20.9M0.96%
25ISHARES TR464287507315,450$20.8M0.96%
26VANGUARD INDEX FDS92290862970,837$20.6M0.94%
27TAIWAN SEMICONDUCTOR MFG LTD87403910060,234$18.3M0.84%
28JOHNSON & JOHNSONJNJ88,062$18.2M0.84%
29VANGUARD SCOTTSDALE FDS92206C102309,545$18.2M0.83%
30ABBVIE INCABBV74,990$17.1M0.79%
31SELECT SECTOR SPDR TR81369Y803114,982$16.6M0.76%
32UNITED RENTALS INCURI20,295$16.4M0.75%
33ISHARES TR46428759876,844$16.2M0.74%
34MERCK & CO INCMRK141,706$15.0M0.69%
35ISHARES TR464287457180,155$14.9M0.68%
36J P MORGAN EXCHANGE TRADED F46641Q837276,303$14.0M0.64%
37MARRIOTT INTL INC NEW57190320244,143$13.7M0.63%
38PARKER-HANNIFIN CORPPH14,631$12.9M0.59%
39PEPSICO INCPEP88,082$12.8M0.59%
40STRYKER CORPORATIONSYK35,874$12.6M0.58%
41ABBOTT LABSABLZF99,857$12.5M0.57%
42TJX COS INC NEW87254010981,375$12.5M0.57%
43COSTCO WHSL CORP NEW22160K10514,389$12.4M0.57%
44VANGUARD SCOTTSDALE FDS92206C409153,517$12.2M0.56%
45MASTERCARD INCORPORATEDMA20,902$11.9M0.55%
46BERKSHIRE HATHAWAY INC DELBRK-A22,790$11.5M0.53%
47ADOBE INCADBE32,613$11.4M0.52%
48MORGAN STANLEYMS-PQ62,177$11.0M0.51%
49APPLIED MATLS INC03822210542,851$11.0M0.51%
50PIMCO ETF TR72201R833107,173$10.8M0.50%
51EQUIFAX INCEFX49,589$10.8M0.49%
52ANALOG DEVICES INCADI39,608$10.7M0.49%
53AMETEK INCAME51,018$10.5M0.48%
54INTUITINTU15,584$10.3M0.47%
55CBRE GROUP INCCBRE62,082$10.0M0.46%
56EXXON MOBIL CORPXOM81,651$9.8M0.45%
57CISCO SYS INCCSCO121,101$9.3M0.43%
58CATERPILLAR INCCAT15,475$8.9M0.41%
59INTUITIVE SURGICAL INCISRG15,650$8.9M0.41%
60COPART INCCPRT225,588$8.8M0.41%
61PROCTER AND GAMBLE CO74271810961,594$8.8M0.41%
62BERKSHIRE HATHAWAY INC DELBRK-A11$8.3M0.38%
63INTERCONTINENTAL EXCHANGE IN45866F10448,947$7.9M0.36%
64BANK AMERICA CORP060505104142,406$7.8M0.36%
65BOEING COBA-PA35,339$7.7M0.35%
66MCDONALDS CORPMCD23,699$7.2M0.33%
67SPDR GOLD TRGLD17,555$7.0M0.32%
68SPDR SERIES TRUST78464A87056,147$6.8M0.31%
69GENUINE PARTS COGPC54,233$6.7M0.31%
70AMERICAN EXPRESS COAXP18,060$6.7M0.31%
71MARKEL GROUP INCMKL3,076$6.6M0.30%
72CHEVRON CORP NEWCVX42,916$6.5M0.30%
73NASDAQ INCNDAQ62,215$6.0M0.28%
74SPDR DOW JONES INDL AVERAGE78467X10912,375$6.0M0.27%
75VANGUARD INDEX FDS92290873612,055$5.9M0.27%
76DANAHER CORPORATION23585110225,653$5.9M0.27%
77VANGUARD WORLD FD92191087322,960$5.8M0.26%
78NEXTERA ENERGY INCNEE-PW71,044$5.7M0.26%
79VULCAN MATLS CO92916010919,036$5.4M0.25%
80AMPHENOL CORP NEW03209510139,765$5.4M0.25%
81BERKLEY W R CORPWRB-PH76,649$5.4M0.25%
82ADVANCED MICRO DEVICES INCAMD24,626$5.3M0.24%
83INVESCO QQQ TRIVZ8,556$5.3M0.24%
84THERMO FISHER SCIENTIFIC INCTMO9,053$5.2M0.24%
85ISHARES TR46428765521,288$5.2M0.24%
86ISHARES TR46428780443,338$5.2M0.24%
87DANA INCDAN215,437$5.1M0.23%
88UBER TECHNOLOGIES INCUBER62,413$5.1M0.23%
89ULTA BEAUTY INCULTA8,427$5.1M0.23%
90RIO TINTO PLCRTNTF63,476$5.1M0.23%
91LAM RESEARCH CORPLRCX29,178$5.0M0.23%
92INVESCO EXCHANGE TRADED FD TIVZ66,482$5.0M0.23%
93ORACLE CORPORCL-PD25,559$5.0M0.23%
94GLOBAL X FDS37954Y673103,337$5.0M0.23%
95INTERNATIONAL BUSINESS MACHSINTR16,582$4.9M0.23%
96MICRON TECHNOLOGY INCMU17,071$4.9M0.22%
97CASEYS GEN STORES INC1475281038,755$4.8M0.22%
98META PLATFORMS INCMETA7,268$4.8M0.22%
99PULTE GROUP INC74586710140,068$4.7M0.22%
100MARVELL TECHNOLOGY INCMRVL52,815$4.5M0.21%
101SCHWAB CHARLES CORPSCHW-PJ44,653$4.5M0.20%
102NETFLIX INCNFLX47,079$4.4M0.20%
103CINTAS CORPCTAS23,302$4.4M0.20%
104CENCORA INCCOR12,798$4.3M0.20%
105LOWES COS INC54866110717,574$4.2M0.19%
106VANGUARD INDEX FDS92290874421,854$4.2M0.19%
107UMH PPTYS INC903002103261,651$4.2M0.19%
108EMERSON ELEC COEMR31,091$4.1M0.19%
109SOUTHERN COSOMN47,151$4.1M0.19%
110WELLS FARGO CO NEW94974610143,990$4.1M0.19%
111AUTOZONE INCAZO1,187$4.0M0.18%
112CAPITAL ONE FINL CORP14040H10516,463$4.0M0.18%
113EBAY INC.EBAY45,101$3.9M0.18%
114EDWARDS LIFESCIENCES CORPEW45,996$3.9M0.18%
115MCKESSON CORPMCK4,725$3.9M0.18%
116EATON CORP PLCETN12,037$3.8M0.18%
117BOOKING HOLDINGS INCBKNG713$3.8M0.18%
118ISHARES INC46428676469,676$3.8M0.17%
119INVESCO EXCHANGE TRADED FD TIVZ34,787$3.6M0.16%
120ISHARES INC46434G83065,301$3.5M0.16%
121RTX CORPORATIONRTX19,259$3.5M0.16%
122LOCKHEED MARTIN CORPLMT7,301$3.5M0.16%
123ISHARES TR46428710110,208$3.5M0.16%
124ISHARES TR46435G33477,515$3.4M0.16%
125HONEYWELL INTL INC43851610616,992$3.3M0.15%
126TRUIST FINL CORP89832Q10966,718$3.3M0.15%
127DUKE ENERGY CORP NEWDUKB27,503$3.2M0.15%
128BANK AMERICA CORP0605056822,514$3.2M0.15%
129ISHARES TR46428861229,616$3.2M0.15%
130MASCO CORPMAS50,056$3.2M0.15%
131EMCOR GROUP INCEME5,154$3.2M0.14%
132REPUBLIC SVCS INC76075910014,856$3.1M0.14%
133NVR INCNVR430$3.1M0.14%
134VANGUARD WORLD FD92204A30624,257$3.1M0.14%
135FISERV INCFISV44,978$3.0M0.14%
136ACCENTURE PLC IRELANDACN11,177$3.0M0.14%
137UNITEDHEALTH GROUP INCUNH9,047$3.0M0.14%
138TRAVELERS COMPANIES INCTRV10,170$2.9M0.14%
139VANGUARD SCOTTSDALE FDS92206C87034,833$2.9M0.13%
140SHOPIFY INCSHOP17,758$2.9M0.13%
141ARISTA NETWORKS INCANET21,580$2.8M0.13%
142WILLIS TOWERS WATSON PLC LTDWTW8,536$2.8M0.13%
143VISTRA CORPVST17,138$2.8M0.13%
144ISHARES TR46428766326,925$2.8M0.13%
145VANGUARD INDEX FDS9229087698,107$2.7M0.12%
146SELECT SECTOR SPDR TR81369Y88663,170$2.7M0.12%
147UNION PAC CORPUNP11,270$2.6M0.12%
148GRACO INCGGG31,442$2.6M0.12%
149SPDR SERIES TRUST78464A76318,477$2.6M0.12%
150CUMMINS INCCMI4,906$2.5M0.11%
151NORFOLK SOUTHN CORP6558441088,604$2.5M0.11%
152DEERE & CODE5,186$2.4M0.11%
153ISHARES TR46428875224,691$2.4M0.11%
154TRANE TECHNOLOGIES PLCTT6,041$2.4M0.11%
155VANGUARD TAX-MANAGED FDS92194385837,481$2.3M0.11%
156TOLL BROTHERS INCTOL17,012$2.3M0.11%
157BRISTOL-MYERS SQUIBB COCELG-RI42,428$2.3M0.11%
158WELLS FARGO CO NEW9497468041,854$2.2M0.10%
159CDW CORPCDW16,314$2.2M0.10%
160ISHARES TR46434V29029,500$2.2M0.10%
161SPDR SERIES TRUST78464A69832,609$2.1M0.10%
162PHILIP MORRIS INTL INC71817210913,040$2.1M0.10%
163ROPER TECHNOLOGIES INCROP4,661$2.1M0.10%
164VANGUARD INDEX FDS92290855323,411$2.1M0.10%
165AMERIS BANCORPABCB26,665$2.0M0.09%
166SELECT SECTOR SPDR TR81369Y60535,665$2.0M0.09%
167NIKE INCNKE30,309$1.9M0.09%
168OREILLY AUTOMOTIVE INC67103H10720,816$1.9M0.09%
169MARTIN MARIETTA MATLS INC5732841063,040$1.9M0.09%
170ASML HOLDING N VASMLF1,769$1.9M0.09%
171PALO ALTO NETWORKS INCPANW10,123$1.9M0.09%
172QUALCOMM INCQCOM10,717$1.8M0.08%
173S&P GLOBAL INCSPGI3,466$1.8M0.08%
174SHELL PLCRYDAF23,561$1.7M0.08%
175TEXAS INSTRS INC8825081049,967$1.7M0.08%
176SOUTHSTATE BK CORP84472E10218,321$1.7M0.08%
177DISNEY WALT CO25468710614,858$1.7M0.08%
178ISHARES TR46436E85873,277$1.7M0.08%
179BOSTON SCIENTIFIC CORPBSX17,144$1.6M0.08%
180CADENCE DESIGN SYSTEM INCCDNS5,191$1.6M0.07%
181ILLINOIS TOOL WKS INC4523081096,511$1.6M0.07%
182VANGUARD BD INDEX FDS92193782720,144$1.6M0.07%
183AFLAC INCAFL14,111$1.6M0.07%
184SYNOPSYS INCSNPS3,239$1.5M0.07%
185INVESCO EXCH TRD SLF IDX FDIVZ76,974$1.5M0.07%
186MARATHON PETE CORPMARA9,314$1.5M0.07%
187SCHWAB STRATEGIC TR80852475533,440$1.5M0.07%
188DIMENSIONAL ETF TRUST25434V60925,083$1.5M0.07%
189ISHARES TR46429B74714,498$1.5M0.07%
190PAYPAL HLDGS INCPYPL25,374$1.5M0.07%
191DIAGEO PLCDGEAF16,924$1.5M0.07%
192MONDELEZ INTL INC60920710526,854$1.5M0.07%
193VANGUARD WORLD FD92204A1083,677$1.4M0.07%
194STATE STR CORPSTT-PG11,225$1.4M0.07%
195INVESCO EXCH TRD SLF IDX FDIVZ72,315$1.4M0.06%
196NORTHROP GRUMMAN CORPNOC2,475$1.4M0.06%
197AMERICAN INTL GROUP INC02687478416,486$1.4M0.06%
198SELECT SECTOR SPDR TR81369Y50631,492$1.4M0.06%
199WEYERHAEUSER CO MTN BEWY58,999$1.4M0.06%
200HUNTINGTON INGALLS INDS INC4464131064,031$1.4M0.06%
201VANGUARD ADMIRAL FDS INC92193286911,305$1.4M0.06%
202TESLA INCTSLA2,978$1.3M0.06%
203AUTOMATIC DATA PROCESSING INADP5,112$1.3M0.06%
204ISHARES TR46428749913,631$1.3M0.06%
205PFIZER INCPFE52,681$1.3M0.06%
206NXP SEMICONDUCTORS N VNXPI5,987$1.3M0.06%
207MERCADOLIBRE INCMELI642$1.3M0.06%
208CHUBB LIMITEDCB4,125$1.3M0.06%
209UNIVERSAL DISPLAY CORPOLED11,042$1.3M0.06%
210CRANE COMPANYCR6,987$1.3M0.06%
211METTLER TOLEDO INTERNATIONALMTD900$1.3M0.06%
212LKQ CORPLKQ41,415$1.3M0.06%
213SPDR SERIES TRUST78464A75511,951$1.2M0.06%
214ISHARES TR4642875234,109$1.2M0.06%
215COLGATE PALMOLIVE COCL15,654$1.2M0.06%
216HILTON WORLDWIDE HLDGS INCHLT4,256$1.2M0.06%
217PPG INDS INC69350610711,806$1.2M0.06%
218L3HARRIS TECHNOLOGIES INCLHX4,109$1.2M0.06%
219US BANCORP DELUSB-PS22,317$1.2M0.06%
220DIMENSIONAL ETF TRUST25434V70830,235$1.2M0.05%
221D R HORTON INC23331A1098,246$1.2M0.05%
222DIAMONDBACK ENERGY INCFANG7,816$1.2M0.05%
223IDEX CORP45167R1046,552$1.2M0.05%
224VERIZON COMMUNICATIONS INCVZ28,287$1.2M0.05%
225ISHARES TR4642877215,767$1.2M0.05%
226NATIONAL FUEL GAS CONFG14,178$1.1M0.05%
227ISHARES TR4642873099,258$1.1M0.05%
228BROOKFIELD RENEWABLE CORPBEPC29,370$1.1M0.05%
229SITEONE LANDSCAPE SUPPLY INCSITE9,000$1.1M0.05%
230BLACKROCK INCBLK1,044$1.1M0.05%
231BECTON DICKINSON & COBDX5,525$1.1M0.05%
2323M COMMM6,639$1.1M0.05%
233NOVARTIS AGNVSEF7,646$1.1M0.05%
234AIR PRODS & CHEMS INCAIIR4,236$1.0M0.05%
235PRINCIPAL FINANCIAL GROUP INPFG11,750$1.0M0.05%
236SELECT SECTOR SPDR TR81369Y7046,621$1.0M0.05%
237LOEWS CORPL9,597$1.0M0.05%
238FIDELITY COVINGTON TRUST31609270912,223$1.0M0.05%
239INVESCO EXCH TRD SLF IDX FDIVZ48,517$999,4510.05%
240IQVIA HLDGS INCIQV4,375$986,2230.05%
241UNITED PARCEL SERVICE INCUPS9,899$981,8820.05%
242AMGEN INCAMGN2,976$974,0750.04%
243KRATOS DEFENSE & SEC SOLUTIO50077B20712,659$960,9450.04%
244SALESFORCE INCCRM3,605$956,4200.04%
245ISHARES TR4642881588,779$936,7510.04%
246VANGUARD WORLD FD92204A4056,955$928,4230.04%
247RALPH LAUREN CORPRL2,567$910,1430.04%
248STARBUCKS CORPSBUX10,703$901,2610.04%
249DIMENSIONAL ETF TRUST25434V40112,139$900,3500.04%
250BLACKSTONE INCBX5,839$900,0880.04%
251CVS HEALTH CORPCVS11,340$899,9430.04%
252WEC ENERGY GROUP INCWEC8,414$887,3410.04%
253METLIFE INCMET-PF10,797$852,3160.04%
254IDEXX LABS INC45168D1041,250$845,6630.04%
255ISHARES TR4642874658,497$815,9670.04%
256TRANSDIGM GROUP INCTDG612$813,8690.04%
257MANULIFE FINL CORP56501R10622,393$812,4190.04%
258TEXTRON INCTXT9,205$802,5840.04%
259SELECT SECTOR SPDR TR81369Y2095,032$778,9560.04%
260VANGUARD INTL EQUITY INDEX F92204285814,052$755,4360.03%
261HUBBELL INCHUBB1,685$748,3260.03%
262MEDTRONIC PLCMDT7,688$743,9310.03%
263YUM BRANDS INCYUM4,885$738,9740.03%
264INVESCO EXCH TRD SLF IDX FDIVZ38,974$734,0760.03%
265ARCH CAP GROUP LTDG0450A1057,650$733,7880.03%
266SELECT SECTOR SPDR TR81369Y8526,167$725,9800.03%
267OMNICOM GROUP INCOMC8,900$725,9790.03%
268CARRIER GLOBAL CORPORATIONCARR13,578$717,4620.03%
269ISHARES TR4642894382,548$705,6440.03%
270AT&T INCT-PC27,466$682,2560.03%
271GLOBAL PMTS INC37940X1028,772$678,9390.03%
272INVESCO ACTIVELY MANAGED EXCIVZ13,496$678,1740.03%
273AUTODESK INCADSK2,284$676,0320.03%
274FORTIVE CORPFTV12,177$672,2930.03%
275SCHWAB STRATEGIC TR80852477124,050$654,4010.03%
276ISHARES TR4642877885,070$653,6760.03%
277ISHARES TR46428776210,000$651,0000.03%
278WEST PHARMACEUTICAL SVSC INC9553061052,356$648,2300.03%
279FIDELITY COVINGTON TRUST3160926008,677$644,5280.03%
280SYSCO CORPSYY8,743$644,2720.03%
281SHERWIN WILLIAMS COSHW1,985$643,2000.03%
282PIMCO ETF TR72201R86612,025$632,0340.03%
283CORNING INCGLW7,214$631,6580.03%
284REGIONS FINANCIAL CORP NEWRF-PF22,778$625,3650.03%
285SELECT SECTOR SPDR TR81369Y3087,908$614,2940.03%
286ROCKWELL AUTOMATION INCROK1,579$614,2340.03%
287PROSHARES TR74348A4675,849$608,7060.03%
288GALLAGHER ARTHUR J & CO3635761092,300$595,2170.03%
289VANECK ETF TRUST92189F1066,700$574,6590.03%
290DOVER CORPDOV2,911$568,3440.03%
291TOPBUILD CORPBLD1,335$556,9490.03%
292M & T BK CORP55261F1042,663$536,5420.02%
293ZOETIS INCZTS4,250$534,7350.02%
294FREEPORT-MCMORAN INCFCX10,500$533,2950.02%
295GRAYSCALE BITCOIN TRUST ETFGBTC7,565$517,1440.02%
296DOLLAR TREE INCDLTR4,176$513,6290.02%
297PIMCO ETF TR72201R2059,385$505,1950.02%
298ISHARES TR4642876481,562$504,5420.02%
299VANGUARD WHITEHALL FDS9219464063,455$495,8620.02%
300KIMBERLY-CLARK CORPKMB4,793$489,6190.02%
301VANGUARD INDEX FDS9229086112,311$489,4470.02%
302WISDOMTREE TRWT4,228$486,1360.02%
303SLB LIMITEDSLB12,527$484,8080.02%
304SLR INVESTMENT CORPSLRC30,713$474,8230.02%
305SKYWORKS SOLUTIONS INCSWKS7,445$472,0880.02%
306VERALTO CORPVLTO4,704$469,9770.02%
307MARSH & MCLENNAN COS INC5717481022,475$459,1620.02%
308ALTRIA GROUP INCMO7,733$454,0820.02%
309PAYCHEX INCPAYX4,025$451,5250.02%
310GOLDMAN SACHS ETF TRNVGLF3,345$442,7780.02%
311TE CONNECTIVITY PLCTEL1,942$441,8250.02%
312EASTMAN CHEM COEMN6,825$441,3730.02%
313ISHARES TR4642875562,611$440,6590.02%
314PEMBINA PIPELINE CORPPPLOF11,575$440,5450.02%
315J P MORGAN EXCHANGE TRADED F46641Q6548,620$440,0270.02%
316WILLIAMS COS INC9694571007,214$433,6460.02%
317OTIS WORLDWIDE CORPOTIS4,954$432,7610.02%
318SERVISFIRST BANCSHARES INCSFBS6,000$430,7400.02%
319BANK NEW YORK MELLON CORP0640581003,485$404,5740.02%
320TD SYNNEX CORPORATIONSNX2,686$403,5180.02%
321ISHARES TR46432F8424,455$398,5450.02%
322GE AEROSPACE3696043011,289$397,5150.02%
323ACUITY INCAYI1,103$397,1250.02%
324PALANTIR TECHNOLOGIES INCPLTR2,218$394,2500.02%
325INSTALLED BLDG PRODS INC45780R1011,500$389,0850.02%
326GILEAD SCIENCES INCGILD3,170$389,0300.02%
327SYNOVUS FINL CORP87161C5017,762$388,4700.02%
328CSX CORPCSX10,525$381,5320.02%
329C H ROBINSON WORLDWIDE INCCHRW2,314$372,4600.02%
330VANGUARD MALVERN FDS9220207484,720$367,6650.02%
331ISHARES TR4642872263,679$367,4590.02%
332TARGET CORPTGT3,750$366,5630.02%
333DIMENSIONAL ETF TRUST25434V30211,240$366,0870.02%
334DOMINION ENERGY INCD6,245$365,8950.02%
335SCHWAB STRATEGIC TR80852420113,584$365,5460.02%
336VERTEX PHARMACEUTICALS INCVRTX797$361,2810.02%
337FIDELITY NATIONAL FINANCIALFNF6,500$354,8350.02%
338MONSTER BEVERAGE CORP NEWMNST4,594$352,2290.02%
339ISHARES INC4642866656,900$348,2430.02%
340PHILLIPS 66PSX2,696$347,9000.02%
341ECOLAB INCECL1,309$344,5550.02%
342CHURCH & DWIGHT CO INCCHD4,030$337,9160.02%
343CHART INDS INC16115Q3081,614$332,8560.02%
344INVESCO EXCHANGE TRADED FD TIVZ2,750$330,0280.02%
345NUCOR CORPNUE2,015$329,7960.02%
346ISHARES INC46434G7644,535$329,6040.02%
347CRANE NXT COCXT6,999$329,4560.02%
348CONSTELLATION ENERGY CORPCEG923$326,0690.01%
349COMCAST CORP NEWCCZ10,908$326,0290.01%
350MID-AMER APT CMNTYS INC59522J1032,338$324,7990.01%
351ISHARES TR4642886612,676$319,3810.01%
352VANGUARD INTL EQUITY INDEX F9220427422,263$319,2190.01%
353ENBRIDGE INCENNPF6,521$311,9000.01%
354VANGUARD WORLD FD92204A8761,652$305,6870.01%
355XCEL ENERGY INCXELLL4,099$305,0890.01%
356STERIS PLCSTE1,200$304,2240.01%
357ISHARES TR4642875722,400$304,0080.01%
358WORKDAY INCWDAY1,415$303,9750.01%
359SOUTHERN COPPER CORPSCCO2,114$303,2960.01%
360ISHARES TR4642886879,716$300,8080.01%
361ISHARES TR46432F3391,507$299,3210.01%
362VERTIV HOLDINGS COVRT1,800$291,6180.01%
363CARMAX INCKMX7,526$290,8050.01%
364ENCOMPASS HEALTH CORPEHC2,728$289,6020.01%
365ISHARES TR4642871682,026$285,9500.01%
366GE VERNOVA INCGEV433$282,9960.01%
367CROWDSTRIKE HLDGS INCCRWD603$282,8330.01%
368KONTOOR BRANDS INCKTB4,571$279,2430.01%
369HOWARD HUGHES HOLDINGS INCHHH3,500$279,1950.01%
370CONSTELLATION BRANDS INCSTZ2,014$277,8380.01%
371BROOKFIELD CORP11271J1075,881$269,8800.01%
372KROGER COKR4,305$268,9770.01%
373CANADIAN PACIFIC KANSAS CITYCP3,634$268,1760.01%
374GRAYSCALE BITCOIN MINI TR ET3899302076,698$259,4140.01%
375CONOCOPHILLIPSCOP2,764$258,7430.01%
376ISHARES TR4642884142,400$257,0640.01%
377INVESCO EXCH TRD SLF IDX FDIVZ15,167$256,6260.01%
378AMERICAN CENTY ETF TR0250721583,260$256,3020.01%
379KLA CORPKLAC209$253,9520.01%
380IRON MTN INC DEL46284V1013,019$253,0350.01%
381TEXAS ROADHOUSE INCTXRH1,510$250,6720.01%
382HEICO CORP NEWHEI-A774$250,4590.01%
383WW GRAINGER INC384802104245$247,2180.01%
384VANGUARD INTL EQUITY INDEX F9220427753,340$245,6910.01%
385FIRST TR EXCHANGE-TRADED FD33741X1026,184$236,9710.01%
386AKAMAI TECHNOLOGIES INCAKAM2,695$235,1390.01%
387ISHARES TR4642877964,925$234,0860.01%
388MURPHY USA INCMUSA577$232,8320.01%
389HERSHEY COHSY1,275$232,0250.01%
390QXO INCQXO-PB12,000$231,4800.01%
391RIVIAN AUTOMOTIVE INCRIVN11,737$231,3370.01%
392ISHARES TR4642888103,680$228,7120.01%
393BEONE MEDICINES LTDBEIGF750$227,8580.01%
394NEOS ETF TRUST78433H6754,214$226,9670.01%
395SPDR SERIES TRUST78464A8052,750$226,8750.01%
396AMERIPRISE FINL INC03076C106462$226,6630.01%
397WASTE MGMT INC DEL94106L1091,009$221,6880.01%
398TELEDYNE TECHNOLOGIES INCTDY433$221,2630.01%
399CONSOLIDATED EDISON INCED2,222$220,6900.01%
400VERISIGN INCVRSN900$218,6550.01%
401GENERAL MLS INC3703341044,648$216,1320.01%
402ALLEGION PLCALLE1,336$212,7180.01%
403ISHARES TR46429B5983,911$211,3900.01%
404SEMPRASREA2,375$211,2210.01%
405AMERICAN WTR WKS CO INC NEW0304201031,617$211,0190.01%
406CHIPOTLE MEXICAN GRILL INCCMG5,685$210,3450.01%
407DECKERS OUTDOOR CORPDECK1,986$205,8890.01%
408AMERICAN CENTY ETF TR02507A1013,210$204,7040.01%
409VANGUARD INDEX FDS9229085121,130$200,4290.01%
410SCHWAB STRATEGIC TR8085245086,642$199,7250.01%
411DIMENSIONAL ETF TRUST25434V7405,900$199,0660.01%
412INGERSOLL RAND INCIR2,459$194,8020.01%
413BARRICK MNG CORP06849F1084,450$193,7980.01%
414NVENT ELECTRIC PLCNVT1,892$192,9280.01%
415KKR & CO INCKKRT1,500$191,2200.01%
416ISHARES TR4642874811,392$190,6210.01%
417WISDOMTREE TRWT3,679$189,9910.01%
418THE CIGNA GROUP125523100690$189,8360.01%
419EOS ENERGY ENTERPRISES INCEOSE16,559$189,7670.01%
420ENTERPRISE PRODS PARTNERS L2937921075,880$188,5130.01%
421FIRSTENERGY CORPFE4,190$187,5870.01%
422CURTISS WRIGHT CORPCW334$184,1250.01%
423NEWMONT CORPNEMCL1,836$183,3250.01%
424LINDE PLCLIN424$180,7900.01%
425EQT CORPEQT3,334$178,7030.01%
426CLOROX CO DELCLX1,768$178,2680.01%
427AGILENT TECHNOLOGIES INCA1,300$176,8910.01%
428VIKING THERAPEUTICS INCVKTX5,013$176,3580.01%
429AMERICAN ELEC PWR CO INC0255371011,519$175,1560.01%
430DARDEN RESTAURANTS INCDRI936$172,2430.01%
431BARINGS CORPORATE INVS06759X1079,217$170,9760.01%
432INVESCO EXCH TRD SLF IDX FDIVZ8,053$168,1070.01%
433QUEST DIAGNOSTICS INCDGX950$164,8540.01%
434KENVUE INCKVUE9,556$164,8410.01%
435CAMECO CORPCCJ1,800$164,6820.01%
436VANECK ETF TRUST92189F676456$164,2200.01%
437ISHARES TR4642878791,417$161,1420.01%
438WHIRLPOOL CORPWHR-PA2,230$160,8730.01%
439SOLSTICE ADVANCED MATLS INC83443Q1033,302$160,4120.01%
440PLANET FITNESS INCPLNT1,478$160,3190.01%
441TRIMBLE INCTRMB2,031$159,1210.01%
442GOLDMAN SACHS ETF TRNVGLF3,705$159,0930.01%
443OKTA INCOKTA1,833$158,5000.01%
444NEOS ETF TRUST78433H3032,961$155,5420.01%
445INVESCO EXCH TRD SLF IDX FDIVZ9,254$154,4960.01%
446BARINGS PARTN INVS06761A1039,500$154,4700.01%
447ISHARES TR4642878381,000$153,9600.01%
448AMERICAN TOWER CORP NEW03027X100873$153,6860.01%
449UNILEVER PLCUNLYF2,310$151,0740.01%
450ISHARES TR4642878122,250$150,5700.01%
451EOG RES INCEOG1,432$150,3470.01%
452VANGUARD WORLD FD92204A702199$150,0030.01%
453PRUDENTIAL FINL INCPUKPF1,325$149,5660.01%
454EXELON CORPEXC3,424$149,2530.01%
455DELTA AIR LINES INC DELDAL2,150$149,2100.01%
456ISHARES INC46434G1032,209$148,4890.01%
457VANGUARD BD INDEX FDS9219378352,000$148,1400.01%
458SOUTHWEST AIRLS CO8447411083,530$146,5310.01%
459FEDEX CORPFDX504$146,2880.01%
460REALTY INCOME CORPO2,580$146,1320.01%
461ENTERGY CORP NEWENO1,578$145,8550.01%
462COINBASE GLOBAL INCCOIN641$144,9560.01%
463ISHARES TR4642872342,645$144,7080.01%
464QUALYS INCQLYS1,086$144,3300.01%
465INTEL CORPINTC3,910$144,2790.01%
466NNN REIT INCNNN3,613$143,1930.01%
467VALERO ENERGY CORPVLO876$142,6050.01%
468ATLANTA BRAVES HLDGS INCBATRB3,510$138,4700.01%
469CITIGROUP INCC-PR1,181$137,8110.01%
470TWO HBRS INVT CORP90187B80413,015$136,6580.01%
471EQUINIX INCEQIX177$135,6110.01%
472TORTOISE CAPITAL SERIES TRUS8909301006,622$135,4060.01%
473MUELLER INDS INC6247561021,158$132,9390.01%
474META PLATFORMS INCMETA200$132,0180.01%
475SIMON PPTY GROUP INC NEW828806109702$129,9480.01%
476SERVICENOW INCNOW840$128,6980.01%
477VANGUARD MUN BD FDS9229077462,555$128,4910.01%
478ISHARES TR46436E8415,638$126,6860.01%
479ALLSTATE CORPALL-PJ596$124,5850.01%
480EASTGROUP PPTYS INC277276101690$123,9870.01%
481VANGUARD WORLD FD92204A504420$120,8970.01%
482APTARGROUP INCATR979$119,4100.01%
483SOLVENTUM CORPSOLV1,499$118,7810.01%
484GLOBAL X FDS37954Y6322,322$118,2020.01%
485AEROVIRONMENT INCAVAV488$118,0430.01%
486MONOLITHIC PWR SYS INC609839105130$118,0300.01%
487PROGRESSIVE CORP743315103512$116,5050.01%
488GSK PLCGLAXF2,334$115,4710.01%
489FIRST SOLAR INCFSLR440$114,9420.01%
490NATIONAL GRID PLCNMPWP1,473$113,9090.01%
491RALLIANT CORPRAL2,228$113,4280.01%
492ISHARES TR4642876061,168$113,1560.01%
493ISHARES TR4642875801,096$113,0310.01%
494MADRIGAL PHARMACEUTICALS INCMDGL194$112,9740.01%
495YUM CHINA HLDGS INCYUMC2,343$111,8610.01%
496SPDR SERIES TRUST78464A771740$110,9480.01%
497BLACKROCK ETF TRUST IIBLK2,061$108,7370.00%
498CHENIERE ENERGY INCLNG557$108,2760.00%
499DOCUSIGN INCDOCU1,555$106,3620.00%
500COLONY BANKCORP INCCBAN5,937$105,7980.00%