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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

FARMERS & MERCHANTS INVESTMENTS INC

Quarter ended Q1 2023 · Filed February 2, 2023 · Accession 0000870156-23-000012

Total Value
$2.43B
Positions
1,767
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Nelnet, Inc.NNI1,369,866$124.3M5.12%
2iShares S&P 500 Index Fund464287200318,241$122.3M5.03%
3Vanguard FTSE Developed Markets ETF9219438582,752,096$115.5M4.76%
4iShares S&P Small Cap 600 Index ETF464287804775,199$73.4M3.02%
5Microsoft CorpMSFT267,960$64.3M2.65%
6Apple IncAAPL473,530$61.5M2.53%
7iShares S&P Midcap 400464287507238,087$57.6M2.37%
8iShares 0-5 Yr Inv Grd Corp Bond ETF46434V1001,120,231$53.6M2.21%
9Vanguard FTSE Emerging Markets ETF9220428581,255,325$48.9M2.01%
10Berkshire Hathaway Inc Del Cl ABRK-A97$45.5M1.87%
11UnitedHealth Group IncUNH64,633$34.3M1.41%
12Berkshire Hathaway Inc Del Cl B NewBRK-A102,879$31.8M1.31%
13Lowe's Companies, Inc548661107152,803$30.4M1.25%
14Exxon Mobil CorpXOM255,901$28.2M1.16%
15PepsiCo IncPEP154,219$27.9M1.15%
16Vanguard Total Bond Market ETF921937835385,857$27.7M1.14%
17Johnson & JohnsonJNJ156,319$27.6M1.14%
18CVS Health CorporationCVS287,726$26.8M1.10%
19Wesco International Inc95082P105187,433$23.5M0.97%
20JPMorgan Chase & Co.VYLD173,383$23.3M0.96%
21Air Products & Chemicals IncAIIR71,426$22.0M0.91%
22Walmart, IncWMT155,125$22.0M0.91%
23Procter & Gamble Co742718109144,375$21.9M0.90%
24Lilly Eli & CoLLY57,745$21.1M0.87%
25Chevron CorpCVX116,409$20.9M0.86%
26Texas Instruments Inc882508104125,642$20.8M0.85%
27Abbott LaboratoriesABLZF181,859$20.0M0.82%
28Union Pacific CorpUNP94,800$19.6M0.81%
29McDonald's CorpMCD71,314$18.8M0.77%
30Oracle CorpORCL-PD224,234$18.3M0.75%
31Vanguard S/T Corp Bond ETF92206C409236,207$17.8M0.73%
32Vanguard Short-Term Inflation -Protected Securities ETF922020805373,412$17.4M0.72%
33Vanguard Short-Term Bond ETF921937827231,364$17.4M0.72%
34US BancorpUSB-PS392,622$17.1M0.70%
35Emerson Electric CoEMR176,151$16.9M0.70%
36Amphenol Corp Cl A032095101209,247$15.9M0.66%
37Cisco Systems IncCSCO330,806$15.8M0.65%
38Sysco CorpSYY201,692$15.4M0.63%
39Visa Inc.V71,781$14.9M0.61%
40Honeywell Intl Inc43851610669,022$14.8M0.61%
41Merck & Co., IncMRK133,233$14.8M0.61%
42Occidental Petroleum Corp674599105229,090$14.4M0.59%
43iShares Barclays Aggregate Bond Fund464287226144,428$14.0M0.58%
44Comcast Corp Class ACCZ398,821$13.9M0.57%
45Alphabet Inc Class CGOOG156,410$13.9M0.57%
46Starbucks CorpSBUX139,775$13.9M0.57%
47Alphabet Inc Class AGOOG156,290$13.8M0.57%
48Metlife IncMET-PF189,705$13.7M0.57%
49Mondelez International Inc - A609207105205,422$13.7M0.56%
50Broadcom IncAVGO24,325$13.6M0.56%
51Bank of America Corp060505104409,790$13.6M0.56%
52Abbvie IncABBV83,539$13.5M0.56%
53ICON PLCICLR68,633$13.3M0.55%
54iShares Russell 2000 Index Fund46428765576,011$13.3M0.55%
55Walt Disney Company254687106150,870$13.1M0.54%
56Vanguard S&P 500 ETF92290836337,202$13.1M0.54%
57Pfizer IncPFE253,536$13.0M0.53%
58Enbridge IncENNPF319,792$12.5M0.51%
59Linde Public Ltd CoLIN38,163$12.4M0.51%
60Dover CorpDOV90,203$12.2M0.50%
61Waste Management Inc94106L10977,175$12.1M0.50%
62Home Depot IncHD38,040$12.0M0.49%
63Black Hills CorpBKH170,256$12.0M0.49%
64Automatic Data ProcessingADP49,854$11.9M0.49%
65ConocoPhillipsCOP100,857$11.9M0.49%
66Advanced Micro Devices IncAMD181,566$11.8M0.48%
67Medtronic PLCMDT148,393$11.5M0.47%
68Bristol Myers Squibb CoCELG-RI156,353$11.2M0.46%
69Nucor CorpNUE85,157$11.2M0.46%
70Raytheon Technologies CorpRTX110,178$11.1M0.46%
71Dominion Energy IncD181,030$11.1M0.46%
72Goldman Sachs Group Inc.GSCE31,726$10.9M0.45%
73Aflac Inc commonAFL150,432$10.8M0.45%
74Stryker CorpSYK44,095$10.8M0.44%
75Ross Stores IncROST90,952$10.6M0.43%
76Nike Inc Cl BNKE89,370$10.5M0.43%
77Danaher Corp23585110239,333$10.4M0.43%
78Ameriprise Financial Inc03076C10633,353$10.4M0.43%
79iShares S&P 500 Growth Index Fund464287309172,669$10.1M0.42%
80Wells Fargo949746101244,327$10.1M0.42%
81iShares Russell Mid-Cap Growth ETF464287481119,591$10.0M0.41%
82Blackrock IncBLK13,812$9.8M0.40%
83Duke Energy CorporationDUKB94,927$9.8M0.40%
84Roper Technologies IncROP22,165$9.6M0.39%
85iShares iBoxx H/Y Corp Bond Fund ETF464288513128,523$9.5M0.39%
86Fiserv IncFISV93,202$9.4M0.39%
87Qualcomm IncQCOM84,889$9.3M0.38%
88Verizon CommunicationsVZ220,126$8.7M0.36%
89Illinois Tool Works Inc45230810939,257$8.6M0.36%
90Amazon.com, Inc.AMZN100,205$8.4M0.35%
91Capital One Financial Common14040H10590,485$8.4M0.35%
92Amgen IncAMGN31,161$8.2M0.34%
93Paypal Holdings IncPYPL110,747$7.9M0.32%
94Target CorpTGT51,736$7.7M0.32%
95Coca-Cola CoKO121,167$7.7M0.32%
96American Elec Pwr Inc02553710180,743$7.7M0.32%
97Genuine PartsGPC42,722$7.4M0.31%
98TJX Companies Inc87254010990,168$7.2M0.30%
99Truist Financial Corp89832Q109166,660$7.2M0.30%
100Costco Wholesale Corp22160K10515,481$7.1M0.29%
101General Mills, Inc.37033410482,353$6.9M0.28%
102Caterpillar IncCAT27,564$6.6M0.27%
103Becton Dickinson and CoBDX25,676$6.5M0.27%
104Schlumberger LtdSLB121,120$6.5M0.27%
105Booz Allen Hamilton Holding CorpBAH61,934$6.5M0.27%
106AMETEK IncAME44,447$6.2M0.26%
107United Parcel Service - Cl BUPS35,329$6.1M0.25%
108AptarGroup IncATR55,110$6.1M0.25%
109Kimberly Clark CorpKMB43,443$5.9M0.24%
110International Business Machines CorpINTR41,461$5.8M0.24%
111Edwards Lifesciences CorpEW77,718$5.8M0.24%
112ITT Inc.ITT67,678$5.5M0.23%
113Intel CorpINTC199,027$5.3M0.22%
114VMware Inc.92856340242,366$5.2M0.21%
115W W Grainger Inc3848021049,345$5.2M0.21%
116Delta Air Lines IncDAL154,711$5.1M0.21%
117Activision Blizzard, Inc.00507V10966,072$5.1M0.21%
118Realty Income CorpO78,946$5.0M0.21%
119Vanguard Real Estate Index ETF92290855360,255$5.0M0.20%
120WEC Energy Group IncWEC51,513$4.8M0.20%
121iShares Russell Midcap Value Index Fund46428747345,553$4.8M0.20%
122Zoetis IncZTS31,555$4.6M0.19%
1233M CompanyMMM38,041$4.6M0.19%
124FedEx CorpFDX26,070$4.5M0.19%
125Digital Realty Trust Inc.25386810344,798$4.5M0.18%
126Fortis IncFTRSF111,103$4.4M0.18%
127Expeditors International of Washington, Inc.30213010942,541$4.4M0.18%
128Rockwell Automation Inc.ROK16,458$4.2M0.17%
129Dell Technologies Inc Cl CDELL105,200$4.2M0.17%
130Novartis AG - ADRNVSEF45,162$4.1M0.17%
131Kraft Heinz CoKHC99,772$4.1M0.17%
132Autozone IncAZO1,623$4.0M0.16%
133T. Rowe Price Group IncTROW35,770$3.9M0.16%
134Phillips 66PSX36,532$3.8M0.16%
135Standard and Poor's Depositary Receipts 500 ETF TrustSPY9,600$3.7M0.15%
136Vanguard MSCI European ETF92204287465,746$3.6M0.15%
137Vanguard Small-Cap Index ETF92290875119,702$3.6M0.15%
138iShares Russell Midcap Index Fund46428749951,255$3.5M0.14%
139Otis Worldwide CorpOTIS41,190$3.2M0.13%
140Carrier Global CorpCARR75,514$3.1M0.13%
141iShares Russell 2000 Growth Index Fd46428764814,160$3.0M0.13%
142Vanguard Dividend Appreciation Index ETF92190884419,863$3.0M0.12%
143Thermo Fisher ScientificTMO5,461$3.0M0.12%
144Norfolk Southern65584410812,182$3.0M0.12%
145Dow IncDOW57,222$2.9M0.12%
146iShares MSCI EAFE Index Fund46428746543,750$2.9M0.12%
147Colgate Palmolive CoCL35,864$2.8M0.12%
148ATI IncATI91,603$2.7M0.11%
149Fortive CorpFTV42,420$2.7M0.11%
150Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFIVZ170,563$2.5M0.10%
151The Boeing CoBA-PA13,113$2.5M0.10%
152Walgreens Boots Alliance Inc93142710866,201$2.5M0.10%
153Baxter International Inc07181310948,285$2.5M0.10%
154Ecolab IncECL16,612$2.4M0.10%
155Safehold IncSAFE78,897$2.3M0.09%
156Mastercard Inc - class AMA6,357$2.2M0.09%
157Vanguard Total Stock Market ETF92290876911,153$2.1M0.09%
158iShares MSCI Emerging Mkts Index Fd46428723454,178$2.1M0.08%
159Vanguard Mid-Cap Value Index ETF92290851215,173$2.1M0.08%
160NextEra Energy Inc.NEE-PW22,939$1.9M0.08%
161Hanesbrands Inc410345102295,072$1.9M0.08%
162Vanguard Mid-Cap Index ETF9229086299,179$1.9M0.08%
163AT&T IncT-PC97,156$1.8M0.07%
164The Interpublic Group of Companies, Inc.INTR53,493$1.8M0.07%
165CSX CorpCSX55,575$1.7M0.07%
166Polaris IncPII16,962$1.7M0.07%
167Netflix Inc.NFLX5,760$1.7M0.07%
168Southern CoSOMN23,652$1.7M0.07%
169Diageo Plc ADRDGEAF9,214$1.6M0.07%
170iShares Russell 2000 Value Index Fund46428763011,810$1.6M0.07%
171iShares S&P MidCap 400/Barra Growth Index Fund46428760623,398$1.6M0.07%
172Stanley Black & Decker IncSWK20,785$1.6M0.06%
173Vanguard Small-Cap Value Index ETF9229086119,366$1.5M0.06%
174LAM Research CorpLRCX3,399$1.4M0.06%
175Lennox International Inc.5261071075,839$1.4M0.06%
176Celanese Corp- Series ACE13,029$1.3M0.05%
177iShares Russell 1000 Value Fund4642875988,541$1.3M0.05%
178iShares S&P 500 Value Index Fund4642874088,674$1.3M0.05%
179iShares S&P Midcap 400/Barra Value Index Fund46428770512,380$1.2M0.05%
180Science Applications Intl Corp80862510711,065$1.2M0.05%
181S&P Smallcap 600/Barra Growth Index Fund46428788711,348$1.2M0.05%
182Yum! Brands IncYUM9,175$1.2M0.05%
183The J. M. Smucker Company8326964057,223$1.1M0.05%
184Federal Signal CorporationFSS24,588$1.1M0.05%
185Biogen IncBIIB4,067$1.1M0.05%
186TE Connectivity Ltd.TEL9,436$1.1M0.04%
187NVIDIA CorporationNVDA7,006$1.0M0.04%
188General Dynamics CorpGD3,991$990,2070.04%
189The Williams Companies, Inc.96945710028,636$942,1240.04%
190IShares Edge MSCI USA Quality Factor ETF46432F3398,127$926,1530.04%
191Clorox Co CommonCLX6,314$886,0440.04%
192Shell PLCRYDAF15,420$878,1690.04%
193VF CorpVFC31,168$860,5480.04%
194Lockheed Martin CorporationLMT1,731$842,1140.03%
195UMB Finl90278810810,020$836,8700.03%
196First Republic Bank33616C1006,661$811,9090.03%
197Philip Morris International Inc7181721097,856$795,1060.03%
198Cummins Inc.CMI3,255$788,6540.03%
199Werner Enterprises, Inc.WERN19,588$788,6130.03%
200Gilead Sciences IncGILD8,967$769,8170.03%
201Paychex IncPAYX6,622$765,2380.03%
202Eaton Corp PLCETN4,715$740,0190.03%
203Knight-Swift Transportation Holdings Inc49904910414,073$737,5660.03%
204Deere & CompanyDE1,705$731,0360.03%
205Hawaiian Elec Industries41987010016,872$706,0930.03%
206Juniper Networks Inc48203R10421,748$695,0660.03%
207Spdr Gold TrustGLD4,071$690,6040.03%
208Xcel EnergyXELLL9,555$669,9010.03%
209Terex CorporationTEX15,616$667,1160.03%
210Toronto - Dominion BankTORO10,279$665,6680.03%
211TotalEnergies SE ADRTTE10,589$657,3650.03%
212ConAgra Brands IncCAG16,944$655,7330.03%
213Quest Diagnostics IncDGX4,171$652,5110.03%
214Vanguard Total International Bond ETF92203J40713,452$638,0280.03%
215Tractor Supply CoTSCO2,835$637,7900.03%
216iShares Russell 1000 Growth Index Fund4642876142,944$630,7230.03%
217Schwab US Dividend Equity ETF8085247978,090$611,1190.03%
218Electronic Arts IncEA4,916$600,6370.02%
219Schneider Natl Inc-Cl BSNDR25,641$599,9990.02%
220iShares Core S&P Total US Stock Market ETF4642871506,927$587,4100.02%
221Oneok IncOKE8,932$586,8320.02%
222Altria Group IncMO12,636$577,5920.02%
223American Tower Corp03027X1002,684$568,6320.02%
224Garmin LtdGRMN6,146$567,2140.02%
225General Electric Co3696043016,769$567,1750.02%
226Vanguard Health Care ETF92204A5042,283$566,2980.02%
227American Express CoAXP3,757$555,0970.02%
228Vanguard Mid-Cap Growth Index ETF9229085383,038$546,1110.02%
229Blackstone IncBX7,222$535,8000.02%
230iShares Gold Trust ETFIAU15,092$522,0320.02%
231iShares MSCI EAFE Growth Index ETF4642888856,018$504,0680.02%
232T-Mobile US, Inc.TMUSZ3,584$501,7600.02%
233Cognizant Technology Solutions CorpCTSH8,622$493,0920.02%
234Devon Energy Corp25179M1037,980$490,8500.02%
235Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFNVGLF6,193$471,4730.02%
236iShares S&P SmallCap 600 Value ETF4642878795,160$471,1600.02%
237Exelon CorpEXC10,785$466,2360.02%
238Manulife Financial Corp56501R10625,468$454,3490.02%
239iShares Intermediate Govt/Credit Bond ETF4642886124,344$445,0860.02%
240Suncor Energy, IncSU13,800$437,8740.02%
241Energy Select Sector SPDR Fund81369Y5064,941$432,1890.02%
242Flextronics International Ltd.FLEX19,610$420,8310.02%
243Omnicom Group IncOMC5,036$410,7870.02%
244State Street CorpSTT-PG5,231$405,7690.02%
245Welltower IncWELL6,189$405,6890.02%
246Citigroup Inc NEWC-PR8,964$405,4420.02%
247Invesco FTSE RAFI US 1000 ETFIVZ2,561$397,3390.02%
248Marten Transport LtdMRTN20,039$396,3710.02%
249Vanguard High Dividend Yield ETF9219464063,645$394,4250.02%
250Alliant Energy CorporationLNT6,886$380,1760.02%
251Northern Trust CorporationNTRSO4,133$365,7290.02%
252Principal Financial Group, Inc.PFG4,338$364,0450.01%
253Technology Select Sector SPDR Fund81369Y8032,892$359,8800.01%
254Unilever Plc ADRUNLYF7,051$355,0180.01%
255Booking Holdings IncBKNG170$342,5980.01%
256Xylem IncXYL3,064$338,7860.01%
257Accenture PLCACN1,234$329,2810.01%
258Fifth Third BancorpFITBM9,470$310,7110.01%
259Financial Select Sector SPDR Fund81369Y6058,916$304,9270.01%
260Tesla IncTSLA2,472$304,5010.01%
261SPDR S&P MidCap 400 ETF TrustMDY675$298,8830.01%
262Schwab U.S. Large-Cap Growth ETF8085243005,326$295,9130.01%
263Regions Financial CorpRF-PF13,629$293,8410.01%
264Extra Space Storage IncEXR1,951$287,1480.01%
265iShares Core MSCI Emerging Markets ETF46434G1036,064$283,1890.01%
266Synchrony FinancialSYF-PB8,416$276,5500.01%
267Meta Platforms IncMETA2,212$266,1920.01%
268Vanguard Growth ETF9229087361,227$261,4860.01%
269Energy Transfer L.P.ET-PI21,747$258,1370.01%
270Hunt (JB) Transport Services Inc4456581071,454$253,5190.01%
271Heartland Express IncHTLD16,176$248,1400.01%
272Zimmer Biomet Holdings IncZBH1,935$246,7130.01%
273Schwab U.S. Large-Cap ETF8085242015,452$246,1580.01%
274Enterprise Products Partners L.P.29379210710,167$245,2280.01%
275BankUnited IncBKU7,020$238,4690.01%
276WisdomTree U.S. Quality Dividend Growth FundWT3,867$233,4120.01%
277Consolidated EdisonED2,345$223,5020.01%
278Vanguard Mega Cap 300 Value Index ETF9219108402,168$222,9790.01%
279Marsh & Mclennan5717481021,338$221,4120.01%
280PNC Finl Svcs Group Inc6934751051,384$218,5890.01%
281Bank of New York Mellon Corporation0640581004,676$212,8520.01%
282Yum China Holdings IncYUMC3,885$212,3150.01%
283Piper Sandler CompaniesPIPR1,610$209,6060.01%
284Huntington Bancshares IncorporatedHBANP14,778$208,3700.01%
285Travelers Companies, IncTRV1,088$203,9890.01%
286iShares MSCI EAFE Value ETF4642888774,373$200,6330.01%
287Salesforce IncCRM1,489$197,4270.01%
288Southwest Gas Holdings IncSWX3,189$197,3350.01%
289Analog Devices, Inc.ADI1,202$197,1640.01%
290Prudential Financial, Inc.PUKPF1,889$187,8800.01%
291Lamb Weston Holdings IncLW2,056$183,7240.01%
292Parker-Hannifin CorporationPH610$177,5100.01%
293IShares Morningstar Mid Core Index Fund4642882083,012$176,7140.01%
294Corteva, Inc.CTVA3,001$176,3990.01%
295Prologis IncPLDGP1,545$174,1680.01%
296National Research Corp6373722024,600$171,5800.01%
297Warner Bros Discovery IncWBD17,653$167,3500.01%
298FactSet Research Systems Inc303075105411$164,8970.01%
299EOG Resources, Inc.EOG1,260$163,1950.01%
300Equinix IncEQIX239$156,5520.01%
301Public Storage IncPSA-PS558$156,3460.01%
302Morgan StanleyMS-PQ1,827$155,3320.01%
303Marathon Oil CorpMARA5,665$153,3520.01%
304Vanguard Information Technology Index ETF92204A702473$151,0810.01%
305Cintas CorpCTAS330$149,0350.01%
306Dupont De Nemours Inc.DD2,144$147,1430.01%
307Monster Beverage CorpMNST1,448$147,0150.01%
308Nutrien LtdNTR2,000$146,0600.01%
309Micron TechnologyMU2,856$142,7430.01%
310Darden Restaurants IncDRI1,024$141,6500.01%
311Adobe IncADBE396$133,2660.01%
312Health Care Select Sector SPDR Fund81369Y209972$132,0460.01%
313Schwab U.S. Small-Cap ETF8085246073,200$129,6320.01%
314Vanguard Value ETF922908744906$127,1750.01%
315Murphy Oil CorpMUR2,941$126,4920.01%
316iShares Core MSCI EAFE ETF46432F8422,035$125,4370.01%
317Westrock CoWEST3,520$123,7630.01%
318Invesco S&P 500 Low Volatility ETFIVZ1,929$123,2630.01%
319Intuitive Surgical, Inc.ISRG462$122,5920.01%
320iShares North American Natural Resources ETF4642873742,969$120,7200.00%
321O'Reilly Automotive, Inc. New67103H107142$119,8520.00%
322Crane Holdings CoCXT1,187$119,2340.00%
323Store Capital Corp8621211003,715$119,1030.00%
324Snap-On IncSNA521$119,0430.00%
325Bank of Nova Scotia0641491072,385$116,8170.00%
326Kinder Morgan Inc.EP-PC6,236$112,7470.00%
327L3 Harris Technologies IncLHX537$111,8090.00%
328Hess Corp CommonHESM775$109,9110.00%
329iShares Morningstar Large Cap ETF4642871272,080$109,4910.00%
330Pioneer Natural Resources723787107478$109,1700.00%
331General Motors Co37045V1003,182$107,0420.00%
332United Rentals, Inc.URI300$106,6260.00%
333SBA Communications CorpSBAC377$105,6770.00%
334Southwest Airlines Co.8447411083,125$105,2190.00%
335IShares Preferred & Income Securities ETF4642886873,348$102,2140.00%
336Archer Daniels Midland CoADM1,075$99,8140.00%
337Invesco QQQ TrustIVZ355$94,5290.00%
338Vanguard Tax-Exempt Bond Index ETF9229077461,896$93,8330.00%
339Vanguard FTSE All-World Ex-US Index Fund9220427751,850$92,7590.00%
340JPMorgan Equity Premium Income ETF46641Q3321,700$92,6330.00%
341Republic Services, Inc.760759100717$92,4860.00%
342SoFi Technologies IncSOFI20,000$92,2000.00%
343Mattel IncMAT5,137$91,6440.00%
344Consumer Discretionary Select Sector SPDR Fund81369Y407666$86,0210.00%
345Casey's General Store, Inc.147528103383$85,9260.00%
346Invitation Homes IncINVH2,872$85,1260.00%
347The Charles Schwab CorporationSCHW-PJ1,005$83,6760.00%
348Robert Half Intl CommonRHI1,132$83,5760.00%
349Autodesk, Inc.ADSK447$83,5310.00%
350Global X Nasdaq 100 Covered Call ETF37954Y4835,243$83,4160.00%
351WisdomTree High-Yielding Equity FundWT960$82,6180.00%
352New York Community Bancorp, Inc.6494451039,472$81,4590.00%
353Avalonbay Communities Inc.AWX500$80,7600.00%
354S&P Global Inc.SPGI241$80,7210.00%
355Hewlett Packard Enterprise CoHPE-PC5,030$80,2790.00%
356Eversource EnergyES947$79,3960.00%
357Canadian National Railway Company136375102664$78,9360.00%
358Vanguard Financials ETF92204A405936$77,4350.00%
359American States Water Company029899101826$76,4460.00%
360PIMCO Total Return ETF72201R775843$76,2750.00%
361Industrial Select Sector SPDR Fund81369Y704764$75,0320.00%
362Ford Mtr Co3453708606,325$73,5600.00%
363Amcor PLCAMCCF6,125$72,9490.00%
364Intuit Corp CommonINTU185$72,0060.00%
365Marriott Intl Inc New Cl A571903202483$71,9140.00%
366Utilities Select Sector SPDR Fund81369Y8861,013$71,4170.00%
367Simon Property Group, Inc.828806109598$70,2530.00%
368Valmont Industries, Inc.920253101210$69,4410.00%
369Motorola Solutions, Inc.MSI269$69,3240.00%
370Fortune Brands Innovations IncFBIN1,210$69,1030.00%
371iShares Barclays MBS Bond Fund ETF464288588732$67,8930.00%
372Marathon Petroleum CorpMARA575$66,9240.00%
373Applied Materials Common038222105687$66,9000.00%
374Crown Castle IncCCI493$66,8710.00%
375Chubb LtdCB293$64,6360.00%
376Constellation Energy CorpCEG749$64,5710.00%
377Communication Services Select Sector SPDR81369Y8521,319$63,2990.00%
378Essex Property Trust297178105293$62,0930.00%
379CME Group, IncCME365$61,3780.00%
380Boston Scientific CorporationBSX1,308$60,5210.00%
381Church & Dwight Co.CHD750$60,4580.00%
382Progressive Corp,Ohio Common743315103461$59,7960.00%
383iShares Core Dividend Growth ETF46434V6211,191$59,5500.00%
384Constellation Brands Inc.STZ255$59,0960.00%
385Laboratory Corporation of America Holdings50540R409249$58,6350.00%
386SPDR Portfolio S&P 500 ETF78464A8541,300$58,4740.00%
387Targa Resources CorpTRGP793$58,2860.00%
388IQVIA Holdings IncIQV282$57,7790.00%
389ServiceNow, Inc.NOW148$57,4640.00%
390Northrop Grumman CorpNOC105$57,2890.00%
391Ulta Beauty IncULTA122$57,2270.00%
392Coterra Energy IncCTRA2,305$56,6340.00%
393Vanguard Intermediate-Term Bond ETF921937819758$56,3350.00%
394Vici Properties Inc9256521091,716$55,5980.00%
395iShares Dow Jones U.S. Real Estate Index Fund464287739660$55,5650.00%
396Microchip Technology IncMCHPP790$55,4980.00%
397Sun Communities Inc. REIT866674104385$55,0550.00%
398CBOE Global Markets Inc12503M108424$53,1990.00%
399Elevance Health IncELV103$52,8360.00%
400Schwab Intl Equity ETF8085248051,636$52,6960.00%
401Freeport-McMoran IncFCX1,375$52,2500.00%
402FMC CorpFMC416$51,9170.00%
403iShares TIPS ETF464287176487$51,8360.00%
404Occidental Petroleum Corp Warrant - Expires 08/03/276745991621,257$51,8260.00%
405GSK PLC ADRGLAXF1,473$51,7610.00%
406American Homes 4 RentAMH-PG1,714$51,6600.00%
407Fidelity National Information Services, Inc31620M106732$49,6660.00%
408Fastenal CoFAST1,038$49,1180.00%
409Seagate Technology Holdings PLCSE933$49,0850.00%
410Valero Energy CorporationVLO384$48,7140.00%
411iShares Barclays 1-3 YR US Treasury464287457597$48,4580.00%
412SempraSREA313$48,3710.00%
413SPDR DJIA ETF Trust78467X109145$48,0430.00%
414Vertex Pharmaceuticals IncVRTX165$47,6490.00%
415Sherwin-Williams CoSHW200$47,4660.00%
416PPG Inds Inc693506107375$47,1530.00%
417McCormick & Co Inc Non VtgMKC-V566$46,9160.00%
418WisdomTree US High Yield Corporate Bond Fund ETFWT1,061$46,6100.00%
419Redwood Trust, Inc.RWTQ6,891$46,5830.00%
420iShares Broad USD High Yield Corporate Bond ETF46435U8531,324$45,7180.00%
421Coca Cola European PartnersCCEP825$45,6390.00%
422The Hershey CompanyHSY196$45,3880.00%
423Restaurant Brands International Inc76131D103701$45,3340.00%
424Dollar General Corp256677105180$44,3250.00%
425Aon PLCAON147$44,1210.00%
426Alibaba Group Holding LtdBBAAY487$42,9000.00%
427Halliburton CoHAL1,089$42,8520.00%
428Embecta CorpEMBC1,690$42,7400.00%
429Cheniere Energy IncLNG285$42,7390.00%
430DB X-Trackers MSCI EAFE ETF2330512001,326$42,7370.00%
431Invesco KBW Bank ETFIVZ819$42,2770.00%
432Western Midstream Partners LPWES1,566$42,0470.00%
433Estee Lauder Companies Inc518439104168$41,6820.00%
434iShares Intermediate-Term Corporate Bond Fund464288638835$41,3410.00%
435Ingevity CorpNGVT577$40,6440.00%
436KLA CorporationKLAC106$39,9650.00%
437The Hain Celestial Group IncHAIN2,449$39,6250.00%
438Public Svc Enterprises Common744573106642$39,3350.00%
439TC Energy CorpTRPRF968$38,5840.00%
440Intercontinental Exchange, Inc45866F104370$37,9580.00%
441MPLX LPMPLXP1,149$37,7330.00%
442Vanguard International High Dividend Yield ETF921946794633$37,7080.00%
443iShares National Muni Bond Cl E464288414354$37,3540.00%
444Plains All American Pipeline LP7265031053,146$36,9970.00%
445Dentsply Sirona IncXRAY1,160$36,9340.00%
446Arch Capital Group LtdG0450A105582$36,5380.00%
447American Intl Group, Inc026874784572$36,1730.00%
448First Industrial Realty Trust, Inc.32054K103747$36,0500.00%
449Moody's CorporationMCO129$35,9420.00%
450iShares IBoxx Investment Grade Corp Bond Fund464287242340$35,8460.00%
451Tyson Foods, Inc.TSN574$35,7320.00%
452SPDR S&P Regional Banking ETF78464A698600$35,2440.00%
453Advance Auto Parts Inc.AAP235$34,5520.00%
454Organon & CoOGN1,223$34,1580.00%
455DCP Midstream Partners LP23311P100880$34,1350.00%
456CEF Select Sector SPDR Fund81369Y308454$33,8460.00%
457Synopsys IncSNPS104$33,2060.00%
458Johnson Controls InternationalG51502105510$32,6400.00%
459Vanguard Intermediate Term Corporate Bond Fund92206C870420$32,5540.00%
460Vanguard Russell 2000 Index Fund92206C664454$31,9480.00%
461Trane Technologies PlcTT187$31,4330.00%
462OGE Energy CorpOGE792$31,3240.00%
463Penn Entertainment IncPENN1,050$31,1850.00%
464iShares MSCI Eurozone ETF464286608768$30,3170.00%
465PPL CorpPPLC1,035$30,2430.00%
466SPDR Dow Jones REIT ETF78464A607345$30,0670.00%
467Agilent Technologies Inc.A197$29,4810.00%
468Jacobs Solutions IncJ244$29,2970.00%
469Cadence Design Systems, Inc.CDNS182$29,2360.00%
470CubeSmartCUBE722$29,0610.00%
471eBay Inc.EBAY700$29,0290.00%
472Rexford Industrial Realty Inc76169C100528$28,8500.00%
473Dexcom IncDXCM253$28,6500.00%
474Sumitomo Mitsui Finl Group Inc Sponsored ADR86562M2093,558$28,5350.00%
475Kroger CoKR640$28,5310.00%
476National Fuel Gas CompanyNFG450$28,4850.00%
477MSCI IncMSCI61$28,3750.00%
478HP IncHPQ1,041$27,9720.00%
479Allstate CorpALL-PJ206$27,9340.00%
480Calamos Strategic Total Return FundCSQ2,072$27,8060.00%
481Equity LifeStyle Properties, Inc.29472R108430$27,7780.00%
482NXP Semiconductors NVNXPI175$27,6550.00%
483Apartment Income REIT CorpAPA800$27,4480.00%
484Enlink Midstream LLC29336T1002,204$27,1090.00%
485Sirius XM Holdings IncSIRI4,600$26,8640.00%
486LP Magellian Midstream559080106535$26,8620.00%
487Chesapeake Utilities Corporation165303108226$26,7090.00%
488Canadian Pacific Railway Ltd13645T100358$26,7030.00%
489Chipotle Mexican GrillCMG19$26,3620.00%
490WisdomTree Yield Enhanced US Aggregate Bond Fund ETFWT615$26,2300.00%
491The Wendy's Co95058W1001,142$25,8430.00%
492Humana IncHUM50$25,6100.00%
493Ball CorporationBALL500$25,5700.00%
494iShares ESG Aware MSCI USA ETF46435G425300$25,4250.00%
495DNP Select Income Fund Inc23325P1042,248$25,2900.00%
496Newmont CorpNEMCL530$25,0160.00%
497Terreno Realty Corp88146M101437$24,8520.00%
498Uber Technologies IncUBER1,000$24,7300.00%
499Vulcan Materials929160109141$24,6910.00%
500Hilton Worldwide Holdings IncHLT194$24,5140.00%