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XLF52.230.17%
FTSE10,318.86-0.58%
IXIC24,892.310.89%
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GSPC7,209.011.02%
Temp26.9°C
UV0
Feels29.9°C
Humidity78%
Wind20.9 km/h
Air QualityAQI 1
Cloud Cover55%
Rain86%
Sunrise05:57 AM
Sunset06:48 PM
Time6:11 AM
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Cayman Journal
1 May 2026
13F HOLDINGS REPORT

ST GERMAIN D J CO INC

Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0000831571-26-000001

Total Value
$2.58B
Positions
925
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ALPHABET INC CL AGOOG410,297$128.4M5.00%
2APPLE INCAAPL463,940$126.1M4.91%
3JPMORGAN U.S. QUALITY FACTOR ETF46641Q7611,900,223$120.1M4.67%
4STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854971,008$77.9M3.03%
5META PLATFORMS INC CL AMETA94,861$62.6M2.44%
6STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF78464A1442,133,922$62.6M2.44%
7JPMORGAN CHASE & COVYLD188,641$60.8M2.36%
8BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A115,284$57.9M2.25%
9JANUS HENDERSON AAA CLO ETF47103U845820,697$41.5M1.61%
10NVIDIA CORPORATION COMNVDA220,830$41.2M1.60%
11MICROSOFT CORPMSFT83,866$40.6M1.58%
12PROCTER AND GAMBLE742718109263,048$37.7M1.47%
13ISHARES MBS ETF464288588393,474$37.5M1.46%
14AMAZON.COMAMZN160,075$36.9M1.44%
15NETFLIX INC COMNFLX361,529$33.9M1.32%
16ASML HOLDING N V N Y REGISTRY SHSASMLF31,635$33.8M1.32%
17JOHNSON & JOHNSONJNJ163,222$33.8M1.31%
18CHUBB LIMITED COMCB105,998$33.1M1.29%
19BOOKING HOLDINGS INC COMBKNG5,962$31.9M1.24%
20CAPITAL GROUP GLOBAL GROWTH EQUITY ETF14020X104912,634$31.6M1.23%
21SLB LIMITED COM STKSLB817,642$31.4M1.22%
22NEXTERA ENERGY INC COMNEE-PW390,007$31.3M1.22%
23WELLS FARGO CO NEW COM949746101334,239$31.2M1.21%
24VANGUARD SMALL-CAP ETF922908751120,684$31.1M1.21%
25SPDR PORTFOLIO EMERGING MARKETS ETF78463X509655,126$30.7M1.19%
26JPMORGAN DIVERSIFIED RETURN USE EQUITY46641Q407244,850$30.3M1.18%
27STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853641,853$30.1M1.17%
28STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375875,911$29.6M1.15%
29STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R8611,464,107$27.9M1.09%
30AMGEN INC COMAMGN85,017$27.8M1.08%
31VANGUARD MID-CAP ETF92290862993,639$27.2M1.06%
32PALO ALTO NETWORKS INC COMPANW144,140$26.6M1.03%
33BLACKROCK INC COMBLK24,642$26.4M1.03%
34CAPITAL GROUP CORE PLUS INCOME ETF14020Y1021,140,720$25.8M1.00%
35STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847443,821$25.7M1.00%
36EXXON MOBIL CORP COMXOM205,199$24.7M0.96%
37CAPITAL GROUP CORE BALANCED ETF14021D107686,422$24.3M0.94%
38ALPHABET INC CAP STK CL CGOOG77,205$24.2M0.94%
39VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771486,346$22.9M0.89%
40DANAHER CORPORATION COM23585110298,410$22.5M0.88%
41CUMMINS INC COMCMI43,897$22.4M0.87%
42RESMED INC COMRSMDF92,422$22.3M0.87%
43SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889493,599$21.9M0.85%
44CISCO SYS INC COMCSCO282,688$21.8M0.85%
45ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620409,399$21.2M0.82%
46WALMART INCWMT177,854$19.8M0.77%
47ISHARES U.S. TREASURY BOND ETF46429B267764,044$17.6M0.68%
48STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R101585,237$17.1M0.67%
49SPDR S&P 500 ETF TRUSTSPY24,427$16.7M0.65%
50CAPITAL GROUP DIVIDEND VALUE ETF14020W106381,131$16.6M0.65%
51QUALCOMM INC COMQCOM96,799$16.6M0.64%
52FIRST AMERN FINL CORP COM31847R102267,260$16.4M0.64%
53ABBVIE INCABBV68,813$15.7M0.61%
54TJX COS INC NEW COM872540109100,524$15.4M0.60%
55STATE STREET SPDR PORTFOLIO TREASURY ETF78468R457486,801$14.8M0.58%
56VERIZON COMMUNICATIONSVZ361,111$14.7M0.57%
57STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A383655,677$14.7M0.57%
58FLOOR & DECOR HLDGS INC CL AFND238,695$14.5M0.57%
59GENERAL MLS INC COM370334104303,584$14.1M0.55%
60BLACKSTONE INCBX90,943$14.0M0.55%
61VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870164,511$13.8M0.54%
62CORNING INC COMGLW142,342$12.5M0.48%
63ZIMMER BIOMET HOLDINGS INC COMZBH133,002$12.0M0.47%
64CAPITAL GROUP CONSERVATIVE EQUITY ETF14020U100383,222$11.7M0.45%
65AMERICAN EXPRESS CO COMAXP30,208$11.2M0.43%
66ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G243437,666$11.0M0.43%
67VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768141,915$10.7M0.42%
68PEPSICO INC COMPEP72,650$10.4M0.41%
69CAPITAL GROUP CORE EQUITY ETF14020V108255,245$10.3M0.40%
70VISA INC COM CL AV29,235$10.3M0.40%
71CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF14020Y300369,269$10.2M0.40%
72EATON CORP PLC SHSETN30,262$9.6M0.37%
73VANGUARD ESG INTERNATIONAL STOCK ETF921910725130,594$9.4M0.36%
74VANGUARD ESG U.S. STOCK ETF92191073369,497$8.4M0.33%
75ISHARES NATIONAL MUNI BOND ETF46428841478,455$8.4M0.33%
76NUVEEN ESG LARGE-CAP VALUE ETFNU180,326$8.1M0.32%
77MEDTRONIC PLC SHSMDT79,805$7.7M0.30%
78ISHARES MSCI KLD 400 SOCIAL ETF46428857059,461$7.7M0.30%
79CALVERT INTERNATIONAL RESPONSIBLE INDEX ETFMS-PQ103,969$7.4M0.29%
80CME GROUP INC COMCME26,114$7.1M0.28%
81SALESFORCE COMCRM25,949$6.9M0.27%
82STATE STREET SPDR S&P HOMEBUILDERS ETF78464A88865,103$6.7M0.26%
83COSTCO WHSL CORP NEW COM22160K1057,633$6.6M0.26%
84VANGUARD FTSE DEVELOPED MARKETS ETF921943858102,030$6.4M0.25%
85BLOCK INC CL ABSQKZ96,105$6.3M0.24%
86HOME DEPOT INC COMHD17,620$6.1M0.24%
87VANGUARD FTSE EMERGING MARKETS ETF922042858106,285$5.7M0.22%
88UNITEDHEALTH GROUP INC COMUNH16,040$5.3M0.21%
89STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF81369Y30867,385$5.2M0.20%
90INTERNATIONAL BUSINESS MACHS COMINTR17,435$5.2M0.20%
91CAPITAL GROUP GROWTH ETF14020G101111,094$4.9M0.19%
92VANGUARD GROWTH INDEX FUND92290873610,080$4.9M0.19%
93SMITH A O CORP COMAOS73,365$4.9M0.19%
94MCDONALDS CORP COMMCD15,393$4.7M0.18%
95CATERPILLAR INC COMCAT8,038$4.6M0.18%
96BANK MONTREAL QUE COM06367110134,589$4.5M0.17%
97VANGUARD DIVIDEND APPREC INDEX FUND92190884420,233$4.4M0.17%
98PRICE T ROWE GROUP INC COMTROW43,157$4.4M0.17%
99APPLIED MATLS INC COM03822210516,881$4.3M0.17%
100ISHARES S&P SMALL-CAP FUND46428780434,849$4.2M0.16%
101VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681045,454$4.2M0.16%
102VANGUARD ESG U.S. CORPORATE BOND ETF92191069164,095$4.1M0.16%
103MERCK & CO INC COMMRK38,645$4.1M0.16%
104AUTOMATIC DATA PROCESSING INC COMADP15,683$4.0M0.16%
105NOVO-NORDISK A S ADRNONOF78,533$4.0M0.16%
106ORACLE CORP COMORCL-PD20,038$3.9M0.15%
107BECTON DICKINSON & COBDX19,948$3.9M0.15%
108SERVICENOW INC COMNOW25,074$3.8M0.15%
109ISHARES U.S. MEDICAL DEVICES ETF46428881059,858$3.7M0.14%
110STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A672124,892$3.6M0.14%
111GE AEROSPACE COM NEW36960430110,563$3.3M0.13%
112ALNYLAM PHARMACEUTICALS INC COMALNY7,857$3.1M0.12%
113CHEVRON CORP NEW COMCVX20,216$3.1M0.12%
114STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y88670,740$3.0M0.12%
115ISHARES CORE S&P 500 ETF4642872004,331$3.0M0.12%
116HEALTH CARE SELECT SECTOR SPDR FUND81369Y20919,061$3.0M0.11%
117TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391009,633$2.9M0.11%
118M & T BK CORP COM55261F10414,257$2.9M0.11%
119NUVEEN ESG SMALL-CAP ETFNU63,471$2.8M0.11%
120VANGUARD TAX-EXEMPT BOND ETF92290774653,956$2.7M0.11%
121AFLAC INC COMAFL24,457$2.7M0.10%
122ABBOTT LABS COMABLZF21,043$2.6M0.10%
123SPDR ICE PREFERRED SECURITIES ETF78464A29282,199$2.6M0.10%
124VANGUARD VALUE INDEX FUND92290874413,157$2.5M0.10%
125L3HARRIS TECHNOLOGIES INC COMLHX8,015$2.4M0.09%
126THERMO FISHER SCIENTIFIC INC COMTMO3,993$2.3M0.09%
127STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF78468R73946,926$2.3M0.09%
128RTX CORPORATION COMRTX12,213$2.2M0.09%
129EVERSOURCE ENERGY COMES32,404$2.2M0.08%
130EMERSON ELEC CO COMEMR16,314$2.2M0.08%
131ISHARES PREFERRED AND INCOME SECURITIES ETF46428868767,912$2.1M0.08%
132COCA COLA CO COMKO29,221$2.0M0.08%
133VANGUARD REAL ESTATE ETF92290855322,718$2.0M0.08%
134UNION PAC CORP COMUNP8,534$2.0M0.08%
135STATE STREET SPDR PORTFOLIO TIPS ETF78464A65675,358$2.0M0.08%
136ILLINOIS TOOL WKS INC COM4523081097,929$2.0M0.08%
137ISHARES 0-3 MONTH TREASURY BOND ETF46436E71818,864$1.9M0.07%
138ELI LILLY & CO COMLLY1,756$1.9M0.07%
139DISNEY WALT CO25468710616,586$1.9M0.07%
140HONEYWELL INTL INC COM4385161069,444$1.8M0.07%
141LOCKHEED MARTIN CORP COMLMT3,731$1.8M0.07%
1423M CO COMMMM11,269$1.8M0.07%
143VANGUARD TOTAL STOCK MARKET ETF9229087695,145$1.7M0.07%
144GE VERNOVA INC COMGEV2,602$1.7M0.07%
145VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C70628,311$1.7M0.07%
146ANALOG DEVICES INC COMADI6,163$1.7M0.07%
147LOWES COS INC COM5486611076,715$1.6M0.06%
148ISHARES RUSSELL 2000 ETF4642876556,082$1.5M0.06%
149ISHARES U.S. TELECOMMUNICATIONS ETF46428771343,926$1.5M0.06%
150VANGUARD TOTAL BOND MARKET INDEX FUND92193783519,412$1.4M0.06%
151TEXAS INSTRS INC COM8825081048,131$1.4M0.05%
152GOLDMAN SACHS GROUP INC COMGSCE1,585$1.4M0.05%
153LULULEMON ATHLETICA INC COMLULU6,553$1.4M0.05%
154CAPITAL GROUP MUNICIPAL INCOME ETF14020Y20148,189$1.3M0.05%
155COLGATE PALMOLIVE CO COMCL16,416$1.3M0.05%
156NORFOLK SOUTHN CORP COM6558441084,284$1.2M0.05%
157TRANE TECHNOLOGIES PLC SHSTT3,174$1.2M0.05%
158MASTERCARD INCORPORATED CL AMA2,139$1.2M0.05%
159THE CIGNA GROUP COM1255231004,397$1.2M0.05%
160DEERE & CO COMDE2,573$1.2M0.05%
161NORTHWEST BANCSHARES INC MD COMNWBI97,390$1.2M0.05%
162VANGUARD SHORT-TERM TREASURY ETF92206C10219,780$1.2M0.05%
163FAIR ISAAC CORP COMFICO666$1.1M0.04%
164MARRIOTT INTL INC NEW CL A5719032023,560$1.1M0.04%
165GALLAGHER ARTHUR J & CO COM3635761094,195$1.1M0.04%
166SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE3,869$1.1M0.04%
167BRISTOL-MYERS SQUIBB CO COMCELG-RI19,646$1.1M0.04%
168ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881589,741$1.0M0.04%
169DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70825,901$1.0M0.04%
170COMCAST CORP NEW CL ACCZ33,978$1.0M0.04%
171CVS HEALTH CORPCVS12,754$1.0M0.04%
172NIKE INC CL BNKE15,821$1.0M0.04%
173CAPITAL ONE FINL CORP COM14040H1054,109$995,8050.04%
174ISHARES MSCI ACWI ETF4642882576,895$975,5740.04%
175AIR PRODS & CHEMS INC COMAIIR3,911$966,0950.04%
176TESLA INC COMTSLA1,999$898,9900.03%
177NOVARTIS AG SPONSORED ADRNVSEF6,392$881,2650.03%
178ISHARES RUSSELL 1000 GROWTH ETF4642876141,857$878,9180.03%
179KIMBERLY-CLARK CORP COMKMB8,539$861,5000.03%
180UBER TECHNOLOGIES INC COMUBER10,344$845,2080.03%
181STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF78468R72118,425$842,2070.03%
182STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y8035,794$834,1620.03%
183BROADCOM INC COMAVGO2,397$829,6020.03%
184SCHWAB CHARLES CORP COMSCHW-PJ8,132$812,4680.03%
185INVESCO QQQ TRUST SERIES IIVZ1,316$808,3780.03%
186AMERIPRISE FINL INC COM03076C1061,626$797,2930.03%
187WELLTOWER INC COMWELL4,266$791,8120.03%
188ACCENTURE PLC IRELAND SHS CLASS AACN2,942$789,3390.03%
189INTEL CORPINTC21,075$777,6680.03%
190SOUTHERN CO COMSOMN8,781$765,7030.03%
191ISHARES MSCI EAFE ETF4642874657,973$765,6470.03%
192LINDE PLC SHSLIN1,784$760,6800.03%
193STRYKER CORPORATION COMSYK2,146$754,2550.03%
194ROSS STORES INC COMROST4,102$738,9340.03%
195VANGUARD S&P 500 ETF9229083631,170$733,7420.03%
196PFIZER INC COMPFE29,164$726,1800.03%
197ENTERPRISE PRODS PARTNERS L P COM29379210722,088$708,1410.03%
198ISHARES CORE S&P US VALUE ETF4642876636,804$697,6820.03%
199MORGAN STANLEYMS-PQ3,831$680,1170.03%
200AT&T INC COMT-PC27,192$675,4600.03%
201CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF14020Y80526,288$669,8180.03%
202ARES CAPITAL CORP COMARCC32,150$650,3950.03%
203VANGUARD INFORMATION TECHNOLOGY ETF92204A702859$647,5590.03%
204CSX CORP COMCSX16,764$607,7100.02%
205ADVANCED MICRO DEVICES INC COMAMD2,820$603,9310.02%
206SNOWFLAKE INC COM SHSSNOW2,708$594,0270.02%
207ISHARES RUSSELL 1000 VALUE ETF4642875982,732$574,6490.02%
208ISHARES CORE S&P U.S. GROWTH ETF4642876713,387$568,8130.02%
209TARGET CORP COMTGT5,772$564,2130.02%
210ISHARES RUSSELL 2000 GROWTH ETF4642876481,714$553,6390.02%
211PALANTIR TECHNOLOGIES INC CL APLTR3,089$549,0700.02%
212VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40711,358$548,8190.02%
213STARBUCKS CORP COMSBUX6,444$542,6490.02%
214ISHARES RUSSELL 2000 VALUE ETF4642876302,976$539,2810.02%
215SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1091,122$539,2000.02%
216VANECK OIL SERVICES ETF92189H6071,872$533,0890.02%
217MCCORMICK & CO INC COM NON VTGMKC-V7,670$522,4040.02%
218STATE STREET SPDR S&P 500 ESG ETF78468R5317,555$499,7630.02%
219CORTEVA INC COMCTVA7,448$499,2390.02%
220DUKE ENERGY CORP NEW COM NEWDUKB4,256$498,8540.02%
221AMERICAN ELEC PWR CO INC COM0255371014,289$494,5650.02%
222PNC FINL SVCS GROUP INC COM6934751052,369$494,4810.02%
223VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464063,375$484,3800.02%
224ELEVANCE HEALTH INC FORMERLY A COMELV1,335$467,9840.02%
225PHILIP MORRIS INTL INC COM7181721092,721$436,4480.02%
226YUM BRANDS INC COMYUM2,855$431,9040.02%
227ENTERGY CORP NEW COMENO4,577$423,0520.02%
228PUBLIC SVC ENTERPRISE GRP INC COM7445731065,268$423,0200.02%
229HARTFORD INSURANCE GROUP INC COMHIG-PG3,047$419,8770.02%
230VANGUARD HEALTH CARE ETF92204A5041,446$416,2310.02%
231BANK AMERICA CORP COM0605051047,431$408,7050.02%
232ISHARES CORE MSCI EAFE ETF46432F8424,536$405,7910.02%
233ISHARES ESG SELECT SCREENED S&P 500 ETF46436E5697,649$403,1020.02%
234ISHARES BITCOIN TRUST ETFIBIT8,059$400,1290.02%
235CLOROX CO DEL COMCLX3,930$396,2620.02%
236DELL TECHNOLOGIES INC CL CDELL3,131$394,1300.02%
237ISHARES S&P 500 VALUE ETF4642874081,858$394,0260.02%
238ISHARES S&P 500 GROWTH ETF4642873093,161$389,6250.02%
239DARDEN RESTAURANTS INC COMDRI2,085$383,6820.01%
240VANGUARD MEGA CAP GROWTH ETF921910816918$378,9230.01%
241WASTE MGMT INC DEL COM94106L1091,707$375,0450.01%
242CONOCOPHILLIPS COMCOP3,984$372,9420.01%
243ISHARES CORE MSCI EMERGING MARKETS ETF46434G1035,545$372,7350.01%
244STATE STR CORP COMSTT-PG2,869$370,1300.01%
245CARRIER GLOBAL CORPORATION COMCARR7,003$370,0390.01%
246STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6634,008$366,2510.01%
247TRAVELERS COMPANIES INC COMTRV1,261$365,7660.01%
248ISHARES NEW YORK MUNI BOND ETF4642883236,793$363,4930.01%
249SUN LIFE FINANCIAL INC. COMSUNFF5,747$358,6130.01%
250BANK NEW YORK MELLON CORP COM0640581003,040$352,9140.01%
251STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20011,421$350,9670.01%
252GARTNER INC COMIT1,375$346,8850.01%
253CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W10911,707$345,9420.01%
254STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y5067,703$344,4140.01%
255SANOFI SA SPONSORED ADRSNYNF7,105$344,3080.01%
256DOMINION ENERGY INC COMD5,827$341,4040.01%
257GILEAD SCIENCES INC COMGILD2,751$337,6580.01%
258BOEING CO COMBA-PA1,549$336,3190.01%
259WESTERN NEW ENG BANCORP INC COM95889210126,584$335,4900.01%
260BARINGS CORPORATE INVS COM06759X10718,113$328,7450.01%
261SPX TECHNOLOGIES INC COMSPXC1,624$324,8970.01%
262INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,688$323,4200.01%
263AMPHENOL CORP NEW CL A0320951012,356$318,3900.01%
264ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6636,834$314,2270.01%
265RPM INTL INC COM7496851032,923$303,9920.01%
266ALTRIA GROUP INC COMMO5,222$301,0840.01%
267VANECK GOLD MINERS ETF92189F1063,502$300,3670.01%
268SHELL PLC SPON ADSRYDAF3,951$290,3190.01%
269BP PLC SPONSORED ADRBPPFF8,354$290,1340.01%
270ISHARES CORE S&P MID-CAP ETF4642875074,388$289,6080.01%
271MARSH & MCLENNAN COS INC COM5717481021,558$289,0400.01%
272DIMENSIONAL U.S. TARGETED VALUE ETF25434V6094,846$288,5310.01%
273NISOURCE INC COMNI6,794$283,7210.01%
274ALLSTATE CORP COMALL-PJ1,361$283,2920.01%
275US BANCORP DEL COM NEWUSB-PS5,289$282,2210.01%
276FISERV INC COMFISV4,156$279,1590.01%
277ECOLAB INC COMECL1,058$277,7460.01%
278STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF81369Y8522,342$275,7000.01%
279GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC3,335$273,5380.01%
280TE CONNECTIVITY PLC ORD SHSTEL1,196$272,1020.01%
281BROADSTONE NET LEASE INC COMBNL15,624$271,3890.01%
282OTIS WORLDWIDE CORP COMOTIS3,044$265,8930.01%
283ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886464,964$262,4960.01%
284SCHWAB US DIVIDEND EQUITY ETF8085247979,449$259,1860.01%
285ISHARES RUSSELL 1000 ETF464287622687$256,5530.01%
286METLIFE INC COMMET-PF3,245$256,1600.01%
287KKR & CO INC COMKKRT1,993$254,0680.01%
288VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4093,177$253,2760.01%
289ADOBE INC COMADBE709$248,1430.01%
290TAPESTRY INC COMTPR1,940$247,8740.01%
291ONEOK INC NEW COMOKE3,117$229,0770.01%
292ISHARES SELECT DIVIDEND ETF4642871681,616$228,0820.01%
293KLA CORP COM NEWKLAC187$227,2200.01%
294FIDELITY DIVIDEND ETF FOR RISING RATES3160928323,713$226,5670.01%
295PHILLIPS 66 COMPSX1,731$223,3680.01%
296MONDELEZ INTL INC CL A6092071054,081$219,6800.01%
297TERADATA CORP DEL COMTDC7,120$216,7330.01%
298ISHARES 3-7 YEAR TREASURY BOND ETF4642886611,752$209,1010.01%
299SPDR GOLD SHARESGLD526$208,4590.01%
300ELECTRONIC ARTS INC COMEA1,016$207,5990.01%
301UNITED RENTALS INC COMURI252$203,9490.01%
302CONSTELLATION ENERGY CORP COMCEG561$198,1840.01%
303EXPEDIA GROUP INC COM NEWEXPE698$197,7500.01%
304ISHARES BIOTECHNOLOGY ETF4642875561,170$197,4610.01%
305PRUDENTIAL FINL INC COMPUKPF1,746$197,1370.01%
306PEGASYSTEMS INC COMPEGA3,299$197,0160.01%
307CARGURUS INC COM CL ACARG5,088$195,1250.01%
308ONTO INNOVATION INC COMONTO1,227$193,6940.01%
309BALL CORP COMBALL3,592$190,2680.01%
310DUPONT DE NEMOURS INC COMDD4,733$190,2670.01%
311YELP INC CL AYELP6,258$190,1810.01%
312ACUITY INC COMAYI525$189,0210.01%
313UNITED THERAPEUTICS CORP DEL COMUTHR387$188,5660.01%
314ATMUS FILTRATION TECHNOLOGIES COMATMU3,625$188,1740.01%
315YETI HLDGS INC COMYETI4,204$185,6910.01%
316PROGRESSIVE CORP COM743315103805$183,3150.01%
317ILLUMINA INC COMILMN1,394$182,8370.01%
318CLEAR SECURE INC COM CL AYOU5,203$182,5210.01%
319VIAVI SOLUTIONS INC COMVIAV10,237$182,4230.01%
320NUCOR CORP COMNUE1,118$182,3570.01%
321CONSOLIDATED EDISON INC COMED1,823$181,0600.01%
322EXELIXIS INC COMEXEL4,124$180,7550.01%
323ALLEGION PLC ORD SHSALLE1,132$180,2370.01%
324CAVCO INDS INC DEL COM149568107305$180,1760.01%
325CIRRUS LOGIC INC COMCRUS1,514$179,4090.01%
326PROGYNY INC COMPGNY6,985$179,3750.01%
327MONOLITHIC PWR SYS INC COM609839105196$177,6470.01%
328HALOZYME THERAPEUTICS INC COMHALO2,628$176,8640.01%
329CHAMPION HOMES INC COMSKY2,092$176,7740.01%
330S&P GLOBAL INC COMSPGI338$176,6350.01%
331CSG SYS INTL INC COM1263491092,302$176,5400.01%
332AXCELIS TECHNOLOGIES INC COM NEWACLS2,188$175,7840.01%
333VANGUARD MID-CAP VALUE ETF922908512990$175,5960.01%
334BLACKLINE INC COMBL3,173$175,4350.01%
335INCYTE CORP COMINCY1,772$175,0200.01%
336FORTINET INC COMFTNT2,200$174,7020.01%
337PAYCHEX INC COMPAYX1,549$173,7670.01%
338INSTALLED BLDG PRODS INC COM45780R101669$173,5320.01%
339ALKERMES PLC SHSALKS6,180$172,9160.01%
340RALPH LAUREN CORP CL ARL488$172,5620.01%
341NETAPP INC COMNTAP1,608$172,2010.01%
342XCEL ENERGY INC COMXELLL2,321$171,4290.01%
343MEDPACE HLDGS INC COMMEDP305$171,3030.01%
344LAS VEGAS SANDS CORP COMLVS2,568$167,1510.01%
345QUALYS INC COMQLYS1,254$166,6570.01%
346DOLLAR GEN CORP NEW COM2566771051,250$165,9630.01%
347INDEPENDENT BK CORP MASS COM4538361082,231$163,0560.01%
348INVESCO RAFI US 1000 ETFIVZ3,475$163,0470.01%
349ISHARES RUSSELL MID-CAP VALUE ETF4642874731,149$162,0660.01%
350STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R5231,629$161,6290.01%
351INTUIT COMINTU243$160,9680.01%
352ISHARES CORE DIVIDEND GROWTH ETF46434V6212,290$158,9720.01%
353ISHARES CORE U.S. AGGREGATE BOND ETF4642872261,573$157,1110.01%
354INVESCO WATER RESOURCES ETFIVZ2,185$153,8450.01%
355HASBRO INC COMHAS1,812$148,5840.01%
356CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESCRDO1,032$148,4940.01%
357STATE STREET SPDR S&P BIOTECH ETF78464A8701,200$146,3160.01%
358SYSCO CORP COMSYY1,972$145,3170.01%
359UNITED PARCEL SERVICE INC CL BUPS1,431$141,9410.01%
360BEACON FINANCIAL CORP. COMBBT5,375$141,7390.01%
361BOSTON SCIENTIFIC CORP COMBSX1,485$141,5950.01%
362MANULIFE FINL CORP COM56501R1063,875$140,5850.01%
363SENSATA TECHNOLOGIES HLDG PLC SHSST4,150$138,1540.01%
364PURE STORAGE INC CL A74624M1022,059$137,9740.01%
365WP CAREY INC COM92936U1092,143$137,9230.01%
366MOODYS CORP COMMCO269$137,4190.01%
367GENERAL DYNAMICS CORP COMGD407$137,0210.01%
368ISHARES 7-10 YEAR TREASURY BOND ETF4642874401,411$135,6820.01%
369UGI CORP NEW COM9026811053,600$134,7480.01%
370LOEWS CORP COML1,275$134,2700.01%
371EMCOR GROUP INC COMEME217$132,7580.01%
372MARVELL TECHNOLOGY INC COMMRVL1,510$128,3200.00%
373ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150858$127,5760.00%
374UNILEVER PLC SPON ADR NEWUNLYF1,946$127,2680.00%
375INGERSOLL RAND INC COMIR1,587$125,7220.00%
376AMERICAN TOWER CORP NEW COM03027X100694$121,8460.00%
377IDEXX LABS INC COM45168D104179$121,0990.00%
378YUM CHINA HLDGS INC COMYUMC2,530$120,7820.00%
379AGCO CORP COMAGCO1,125$117,3600.00%
380WEC ENERGY GROUP INC COMWEC1,110$117,0610.00%
381JOHNSON CTLS INTL PLC SHSG51502105947$113,4030.00%
382ARCHER AVIATION INC COM CL AACHR-WT15,000$112,8000.00%
383SYNOPSYS INC COMSNPS239$112,2630.00%
384TOAST INC CL ATOST3,000$106,5300.00%
385ALBEMARLE CORP COMALB-PA753$106,5040.00%
386SHERWIN WILLIAMS CO COMSHW327$105,9580.00%
387INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETFIVZ3,844$105,9020.00%
388INVESCO S&P 500 PURE GROWTH ETFIVZ2,255$105,2310.00%
389ISHARES GLOBAL REIT ETF46434V6474,209$105,0150.00%
390DOVER CORP COMDOV537$104,8440.00%
391VANGUARD CONSUMER DISCRETIONARY ETF92204A108265$104,3890.00%
392T-MOBILE US INC COMTMUSZ512$103,9560.00%
393VANGUARD CONSUMER STAPLES ETF92204A207492$103,9300.00%
394DNP SELECT INCOME FD INC COM23325P10410,400$103,8960.00%
395WARNER BROS DISCOVERY INC COM SER AWBD3,558$102,5420.00%
396ROCKWELL AUTOMATION INC COMROK262$101,9360.00%
397IQVIA HLDGS INC COMIQV451$101,6600.00%
398FEDEX CORP COMFDX348$100,5230.00%
399STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y6051,818$99,5720.00%
400AMERICAN WTR WKS CO INC NEW COM030420103763$99,5720.00%
401PROSHARES SHORT S&P50074349Y7532,750$99,0830.00%
402STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A3591,109$98,9230.00%
403SCHWAB U.S. LARGE-CAP GROWTH ETF8085243003,011$98,2330.00%
404BEAM THERAPEUTICS INC COMBEAM3,500$97,0200.00%
405MCKESSON CORP COMMCK117$95,9740.00%
406NUTRIEN LTD COMNTR1,545$95,3570.00%
407ISHARES MSCI USA MIN VOL FACTOR ETF46429B6971,012$95,2900.00%
408EBAY INC. COMEBAY1,060$92,3260.00%
409BROADRIDGE FINL SOLUTIONS INC COM11133T103403$89,9380.00%
410VANGUARD INDUSTRIALS ETF92204A603300$89,5140.00%
411INTUITIVE SURGICAL INC COM NEWISRG158$89,4850.00%
412ROBINHOOD MKTS INC COM CL A770700102767$86,7480.00%
413REPUBLIC SVCS INC COM760759100408$86,4670.00%
414ISHARES 1-3 YEAR TREASURY BOND ETF4642874571,043$86,3810.00%
415OGE ENERGY CORP COMOGE2,000$85,4000.00%
416MARATHON PETE CORP COMMARA525$85,3810.00%
417VANGUARD UTILITIES ETF92204A876460$85,1180.00%
418CITIGROUP INC COM NEWC-PR729$85,0670.00%
419SENSIENT TECHNOLOGIES CORP COMSXT900$84,5550.00%
420CANADIAN NATL RY CO COM136375102850$84,0230.00%
421MOOG INC CL BMOG-B337$83,6740.00%
422ISHARES CALIFORNIA MUNI BOND ETF4642883561,450$83,3170.00%
423CANADIAN PACIFIC KANSAS CITY COMCP1,125$82,8340.00%
424PINNACLE WEST CAP CORP COMPNW932$82,6680.00%
425NEWMARKET CORP COMNEU120$82,4710.00%
426CINTAS CORP COMCTAS432$81,2460.00%
427VANGUARD MID-CAP GROWTH ETF922908538289$80,6710.00%
428ISHARES ETHEREUM TRUST ETF46438R1053,550$79,6270.00%
429ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,238$79,2820.00%
430UDR INC COMUDR2,161$79,2650.00%
431ISHARES CMBS ETF46429B3661,613$79,1660.00%
432ISHARES ESG AWARE USD CORPORATE BOND ETF46435G1933,345$78,2220.00%
433ENBRIDGE INC COMENNPF1,629$77,9150.00%
434INTERCONTINENTAL EXCHANGE INC COM45866F104466$75,4730.00%
435CAPITAL GROUP SHORT DURATION INCOME14020Y4092,900$75,4290.00%
436TEXTRON INC COMTXT850$74,0950.00%
437VERTEX PHARMACEUTICALS INC COMVRTX161$72,9910.00%
438EXELON CORP COMEXC1,622$70,7030.00%
439CELESTICA INC COMCLS236$69,7640.00%
440MIDDLESEX WTR CO COM5966801081,332$67,1590.00%
441RAYONIER INC COMRYN3,041$65,8380.00%
442FASTENAL CO COMFAST1,640$65,8130.00%
443OCCIDENTAL PETE CORP COM6745991051,595$65,5860.00%
444SOLVENTUM CORP COM SHSSOLV825$65,3730.00%
445SOUTHWEST GAS HLDGS INC COMSWX813$65,0560.00%
446PAYPAL HLDGS INC COMPYPL1,102$64,3350.00%
447PIMCO DYNAMIC INCOME FD SHS72201Y1013,615$64,0220.00%
448STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF81369Y704410$63,5450.00%
449VANGUARD FINANCIALS ETF92204A405470$62,7400.00%
450CADENCE DESIGN SYSTEM INC COMCDNS200$62,5160.00%
451CROWDSTRIKE HLDGS INC CL ACRWD132$61,8760.00%
452JABIL INC COMJBL270$61,5650.00%
453ISHARES DOW JONES U.S. ETF464287846364$60,3550.00%
454INVESCO NASDAQ 100 ETFIVZ238$60,1950.00%
455ISHARES ESG OPTIMIZED MSCI USA ETF464288802431$60,0580.00%
456ENERGY TRANSFER L P COM UT LTD PTNET-PI3,614$59,5950.00%
457FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H1061,245$57,3700.00%
458FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R605907$57,0680.00%
459GRAYSCALE BITCOIN TRUST ETFGBTC833$56,9440.00%
460WILLIAMS COS INC COM969457100947$56,9240.00%
461CAPITAL GROUP ULTRA SHORT INCOME ETF14020Y8882,242$56,7340.00%
462DIMENSIONAL US MARKETWIDE VALUE ETF25434V7241,212$56,4670.00%
463NXP SEMICONDUCTORS N V COMNXPI257$55,7840.00%
464SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF84858T7721,309$55,1480.00%
465JAZZ PHARMACEUTICALS PLC SHS USDJAZZ324$55,0800.00%
466VANECK AGRIBUSINESS ETF92189F700750$54,5930.00%
467TAYSHA GENE THERAPIES INC COM SHSTSHA9,633$52,9820.00%
468INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO OCTOBER 2026INHD1,977$52,5280.00%
469ISHARES AGENCY BOND ETF464288166475$52,3690.00%
470STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A6492,028$52,2210.00%
471GSK PLC SPONSORED ADRGLAXF1,064$52,1790.00%
472FORTIVE CORP COMFTV939$51,8420.00%
473LAM RESEARCH CORP COM NEWLRCX302$51,6960.00%
474CARMAX INC COMKMX1,331$51,4300.00%
475MP MATERIALS CORP COM CL AMP1,000$50,5200.00%
476CIENA CORP COM NEWCIEN213$49,8140.00%
477UNUM GROUP COMUNMA610$47,2750.00%
478SCHWAB INTERNATIONAL EQUITY ETF8085248051,943$46,7100.00%
479SPDR S&P GLOBAL NATURAL RESOURCES ETF78463X541750$46,6050.00%
480STANLEY BLACK & DECKER INC COMSWK623$46,2760.00%
481TORONTO DOMINION BK ONT COM NEWTORO486$45,7810.00%
482FRANKLIN RESPONSIBLY SOURCED GOLD ETFFGDL792$45,6190.00%
483HANCOCK JOHN TAX-ADVANTAGED DI COM41013V1001,917$45,3560.00%
484CINCINNATI FINL CORP COM172062101277$45,2400.00%
485ISHARES MORNINGSTAR VALUE ETF464288109478$45,1040.00%
486NUVEEN MASSACHUSETS QLT MUN FD COMNU3,964$44,9120.00%
487TARGA RES CORP COMTRGP237$43,7270.00%
488SMUCKER J M CO COM NEW832696405447$43,7210.00%
489ADTRAN HOLDINGS INC COMADTN5,000$43,4500.00%
490TYSON FOODS INC CL ATSN739$43,3200.00%
491MARKEL GROUP INC COMMKL20$42,9930.00%
492WABTEC COM929740108201$42,9030.00%
493AGILENT TECHNOLOGIES INC COMA311$42,3180.00%
494SPDR S&P MIDCAP 400 ETF TRUSTMDY70$42,2300.00%
495ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834490$41,4740.00%
496DIGITAL RLTY TR INC COM253868103267$41,3680.00%
497PARSONS CORP DEL COMPSN664$41,0350.00%
498VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF921946794455$40,9500.00%
499ISHARES MSCI USA QUALITY FACTOR ETF46432F339204$40,5180.00%
500COHERENT CORP COMCOHR218$40,2360.00%