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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

Laffer Tengler Investments

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0000909012-23-000024

Total Value
$347.5M
Positions
419
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (419)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT29,704$7.1M2.05%
2ABBVIE INCABBV43,480$7.0M2.02%
3BROADCOM INCAVGO12,420$6.9M2.00%
4JOHNSON & JOHNSONJNJ37,905$6.7M1.93%
5STEEL DYNAMICS INCSTLD61,503$6.0M1.73%
6TEXAS INSTRUMENTS INC88250810435,932$5.9M1.71%
7HOME DEPOT INCHD18,774$5.9M1.71%
8PIONEER NATURAL RESOURCES CO723787ap22,392$5.6M1.61%
9RAYTHEON TECHNOLOGIES CORPRTX54,478$5.5M1.58%
10EOG RESOURCES INCEOG40,421$5.2M1.51%
11WAL-MART INCWMT36,592$5.2M1.49%
12CHEVRON CORPCVX28,273$5.1M1.46%
13GOLDMAN SACHS GROUP INCGSCE13,862$4.8M1.37%
14ORACLE CORPORCL-PD57,070$4.7M1.34%
15JPMORGAN CHASE & COVYLD34,294$4.6M1.32%
16LAM RESEARCH CORPLRCX10,809$4.5M1.31%
17PUBLIC STORAGE INCPSA-PS15,530$4.4M1.25%
18WELLS FARGO CO PERP CONV PFD A9497468043,574$4.2M1.22%
19MCDONALDS CORPMCD16,023$4.2M1.22%
20APPLE INCAAPL32,377$4.2M1.21%
21L3HARRIS TECHNOLOGIES INCLHX19,223$4.0M1.15%
22BANK OF AMERICA CORP0605056823,403$4.0M1.15%
23DANAHER CORPORATION 5 PERCENT CONV PFD B2358514092,854$3.9M1.11%
24ON SEMICONDUCTOR CORPON1,249$3.8M1.08%
25NISOURCE INC UNIT 12/01/2365473p12135,465$3.7M1.06%
26UNITED PARCEL SERVICE INC CL BUPS21,066$3.7M1.05%
27NEW MOUNTAIN FINANCE CORPNMFCZ3,488$3.6M1.05%
28CVS HEALTH CORPCVS38,638$3.6M1.04%
29COCA-COLA COKO56,305$3.6M1.03%
30TARGET CORPTGT23,567$3.5M1.01%
31PHILIP MORRIS INTL INC71817210933,470$3.4M0.97%
32BECTON DICKINSON & CO 6 PERCENT DP CONV PFD BBDX66,586$3.3M0.96%
33AES CORP 02/15/24AES32,599$3.3M0.96%
34KKR & CO INC 6 PERCENT MCONV PFD CKKRT57,520$3.3M0.95%
35CHUBB LIMITEDCB14,798$3.3M0.94%
36BOSTON SCIENTIFIC CORP 5.50 PERCENT CONV PFD ABSX28,408$3.3M0.94%
37KKR REAL ESTATE FIN TR INCKKRT3,241$3.2M0.93%
38CHIPOTLE MEXICAN GRILL INCCMG2,296$3.2M0.92%
39FORD MOTOR COF-PD3,358$3.2M0.92%
40WESTERN DIGITAL CORPWDC3,163$3.1M0.88%
41PNC FINANCIAL SERVICES GROUP INC69347510519,343$3.1M0.88%
42COHERENT CORP 6 PERCENT CONV PFD ACOHR19,084$3.1M0.88%
43BLACKSTONE MORTGAGE TRUST INCBXMT2,974$3.0M0.87%
44MEDTRONIC PLCMDT38,929$3.0M0.87%
45ARES CAPITAL CORPARCC2,751$3.0M0.86%
46CISCO SYSTEMS INCCSCO62,274$3.0M0.85%
47DIAMONDBACK ENERGY INCFANG21,035$2.9M0.83%
48DEUTSCHE BANK AG25155mkm22,827$2.8M0.82%
49PROCTER AND GAMBLE CO74271810918,492$2.8M0.81%
50TYLER TECHNOLOGIES INC.TYL2,919$2.7M0.79%
51XYLEM INCXYL23,968$2.7M0.76%
52SOUTHWEST AIRLINES COLUV2,181$2.6M0.76%
53BLOCK INCBSQKZ2,634$2.5M0.72%
54SERVICENOW INCNOW6,250$2.4M0.70%
55AKAMAI TECHNOLOGIES INCAKAM2,490$2.4M0.70%
56CORNING INCGLW73,064$2.3M0.67%
57FTI CONSULTING INCFCN1,461$2.3M0.67%
58BOOKING HOLDINGS INCBKNG1,727$2.3M0.67%
59ILLINOIS TOOL WORKS INC45230810910,513$2.3M0.67%
60AMAZON.COM INCAMZN26,855$2.3M0.65%
61JAZZ INVESTMENTS I LTD472145ad32,172$2.2M0.62%
62ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE46431w81293,416$2.2M0.62%
63PALO ALTO NETWORKS INCPANW1,242$2.0M0.57%
64PARSONS CORPPSN1,715$2.0M0.56%
65UGI CORP UNIT 06/01/2490268111322,740$2.0M0.56%
66REGENERON PHARMACEUTICALSREGN2,420$1.7M0.50%
67ILLUMINA INCILMN1,769$1.7M0.49%
68SPDR BARCLAYS CONVERTIBLE SECURITIES ETF78464a35925,719$1.7M0.48%
69PALO ALTO NETWORKS INCPANW11,644$1.6M0.47%
70EQUINIX INCEQIX2,458$1.6M0.46%
71AMG CAPITAL TR II 5.15 CONV PFD00170f20930,704$1.6M0.45%
72WINNEBAGO 1.500 PERCENT 04/01/25974637ab61,481$1.6M0.45%
73FORTINET INCFTNT31,679$1.5M0.45%
74COSTCO WHOLESALE CORPCOST3,367$1.5M0.44%
75UNITEDHEALTH GROUP INC COMUNH2,861$1.5M0.44%
76VANECK ETF TR92189f48658,573$1.5M0.42%
77SALESFORCE.COM INCCRM10,979$1.5M0.42%
78ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND46434v10029,755$1.4M0.41%
79ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND46428864628,542$1.4M0.41%
80OREILLY AUTOMOTIVE INCORLY1,675$1.4M0.41%
81HONEYWELL INTL INC4385161066,541$1.4M0.40%
82SPLUNK INC848637ad61,458$1.4M0.40%
83JPMORGAN EQUITY PREMIUM INCOME ETF46641q33225,191$1.4M0.40%
84AMERICAN EXPRESS COAXP8,690$1.3M0.37%
85INTERPUBLIC GROUP COS INCINTR36,843$1.2M0.35%
86APTIV PLC 5.5 PERCENT CONV PFD AAPTV11,379$1.2M0.35%
87LOWES COS INC5486611076,056$1.2M0.35%
88JACOBS SOLUTIONS INCJ10,029$1.2M0.35%
89BANK NEW YORK MELLON CORP COM06405810026,095$1.2M0.34%
90PROSPECT CAP CORPPSEC-PA1,122$1.2M0.34%
91AFLAC INCAFL16,151$1.2M0.33%
92CHARLES SCHWAB CORPSCHW-PJ12,901$1.1M0.31%
93ALPHABET INC CAP STOCK CL AGOOG11,930$1.1M0.30%
94CATERPILLAR INCCAT4,374$1.0M0.30%
95ADOBE SYSTEMS INCORPORATEDADBE3,104$1.0M0.30%
96STRYKER CORPORATIONSYK4,268$1.0M0.30%
97LUMENTUM HOLDINGS INCLITE1,180$1.0M0.29%
98AMERICAN ELECTRIC POWER CO INC UNIT 08/15/23AEP19,000$986,1000.28%
99FREEPORT-MCMORAN INC CL BFCX25,275$960,4500.28%
100BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,108$960,0610.28%
101BENTLEY SYSTEMS INCBSY1,042$953,0680.27%
102DEVON ENERGY CORP25179m10315,445$950,0210.27%
103NEXTERA ENERGY INCNEE-PW11,235$939,2460.27%
104LULULEMONLULU2,895$927,5000.27%
105ABERDEEN STD SILVER ETF TR PHYSCL SILVR SHSSIVR35,419$813,9280.23%
106COMCAST CORP CL ACCZ21,779$761,6110.22%
107ARISTA NETWORKS INCANET6,185$750,5490.22%
108INNOVATOR ETFS TR S&P INVT GRD PFDINHD41,528$749,1650.22%
109VANGUARD SPECIALIZED FUNDS DIV APP ETF9219088444,898$743,7610.21%
110GILEAD SCIENCES INCGILD8,592$737,6230.21%
111TEUCRIUM COMMODITY TR CORN FD SHSWEAT27,028$727,8640.21%
112ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF46431w6068,780$720,0470.21%
113ISHARES FLOATING RATE BOND ETF46429b65514,247$717,0510.21%
114BLACKROCK SHORT MATURITY BOND ETFBLK14,476$713,2320.21%
115BEST BUY INCBBY8,884$712,5850.21%
116ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS00326a10439,513$690,2920.20%
117COHERENT CORPCOHR19,039$668,2680.19%
118INSPERITY INCNSP5,849$664,4460.19%
119FOX CORP CL AFOX21,669$658,0870.19%
120MOLINA HEALTHCARE INCMOH1,968$649,8720.19%
121BLOCK INCBSQKZ10,213$641,7840.18%
122PIMCO ETF TR BROAD US TIPS72201r40311,858$640,9240.18%
123SPDR S&P AEROSPACE & DEFENSE ETF78464a6315,719$629,3750.18%
124DICKS SPORTING GOODS INC2533931025,232$629,3570.18%
125DISNEY WALT CO2546871067,164$622,4080.18%
126UNITED STS GASOLINE FD LP UNITSUNTCW10,124$606,8320.17%
127TEUCRIUM COMMODITY TR WHEAT FD88166a50874,910$597,7810.17%
128GLOBAL X FDS DATA CTR REITS37954y23647,377$591,2640.17%
129TRACTOR SUPPLY COTSCO2,593$583,3470.17%
130ISHARES S&P 500 GROWTH ETF4642873099,937$581,3140.17%
131BJS WHSL CLUB HOLDINGS INC05550j1018,777$580,6860.17%
132UNITED STS 12 MONTH NAT GAS FD UNIT BEN INTUNTCW33,668$580,0990.17%
133GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEM37954y71527,426$563,6040.16%
134PROSHARES TR K1 FRE CRD OIL74347g80412,260$549,4930.16%
135SILICON LABORATORIES INCSLAB4,031$546,8850.16%
136DISCOVER FINANCIAL SERVICES2547091085,567$544,6190.16%
137ADVANCE AUTO PARTS INCAAP3,665$538,8640.16%
138ISHARES TR GL CLEAN ENE ETF46428822426,616$528,3270.15%
139CONOCOPHILLIPSCOP4,415$520,9700.15%
140PARAMOUNT GLOBAL 5.75 PERCENT CONV PFD A92556h30520,016$506,6040.15%
141ENPHASE ENERGY INCENPH1,850$490,1760.14%
142SPOTIFY TECHNOLOGY SASPOT6,019$475,2000.14%
143EXXON MOBILE CORPXOM4,299$474,1790.14%
144LINCOLN NATL CORP IND53418710915,069$462,9190.13%
145ISHARES LEHMAN 1-3 TR4642874575,657$459,1780.13%
146EMCOR GROUP INCEME3,025$448,0320.13%
147REGIONS FINL CORPRF-PF20,470$441,3330.13%
148RAYMOND JAMES FINANCIAL INC7547301094,099$437,9780.13%
149NVR INCNVR94$433,5820.12%
150UNITED STS COMMODITY INDEX FD CM REP COPP FDUNTCW18,642$430,4430.12%
151GENERAL MILLS INC3703341044,849$406,5880.12%
152PULTE GROUP INC7458671018,822$401,6650.12%
153PFIZER INCPFE7,754$397,3140.11%
154LUMENTUM HOLDINGS INCLITE7,574$395,1350.11%
155HORMEL FOODS CORPHRL8,487$386,5820.11%
156LYONDELLBASELL INDUSTRIES NV - A -LYB4,651$386,1720.11%
157EVERCORE INC CLASS A29977a1053,504$382,2160.11%
158FIFTH THIRD BANCORP COMFITBM11,641$381,9410.11%
159DOLLAR TREE INCDLTR2,691$380,6150.11%
160DANAHER CORPORATION2358511021,417$376,1000.11%
161REGENCY CENTERS CORP7588491035,966$372,8750.11%
162ISHARES TR 0-5YR HI YL CP46434v4078,817$360,5270.10%
163CITIGROUP INCC-PR7,677$347,2300.10%
164AMPHENOL CORP CL A0320951014,554$346,7410.10%
165GRAND CANYON ED INCLOPE3,269$345,4020.10%
166TECK RESOURCES LTD CL BTCKRF8,683$328,3910.09%
167T ROWE PRICE GLOBAL MULTI-SECT CL I87282m10734,552$324,1060.09%
168HEWLETT PACKARD ENTERPRISE COHPE-PC19,735$314,9700.09%
169ALPHABET INC CAP STOCK CL CGOOG3,519$312,2400.09%
170AMGEN INCAMGN1,155$303,3490.09%
171ZIONS BANCORPORATION NA9897011076,080$298,8920.09%
172CAPITAL ONE FINL CORP COMCOF-PN3,193$296,8210.09%
173LOCKHEED MARTIN CORPLMT606$294,8120.08%
174SOUTHERN COPPER CORPSCCO4,775$288,3620.08%
175MONDELEZ INTL INC CL A6092071054,281$285,3280.08%
176WINTRUST FINANCIAL CORPWTFCN3,338$282,1270.08%
177COLGATE PALMOLIVE COCL3,495$275,3710.08%
178PIONEER NATURAL RESOURCES CO7237871071,182$270,0710.08%
179RENAISSANCERE HOLDINGS LTDg7496g1031,386$255,3420.07%
180LITTELFUSE INCLFUS1,151$253,4500.07%
181METLIFE INCMET-PF3,480$251,8470.07%
182PEPSICO INCPEP1,383$249,8520.07%
183EMERSON ELECTRIC COEMR2,569$246,7780.07%
184FEDERATED HERMES INC CL BFHI6,765$245,6370.07%
185GLOBAL X FDS LITHIUM BTRY ETF37954y8554,143$242,8210.07%
186EXPEDITORS INTL WASH INC3021301092,253$234,1310.07%
187ABERDEEN STANDARD PHYSICAL PALLADIUM SHARES ETFPALL1,418$234,1250.07%
188NIKE INC CL BNKE1,970$230,5090.07%
189ABBOTT LABORATORIESABLZF2,080$228,3630.07%
190TRAVELERS COMPANIES INCTRV1,217$228,1750.07%
191JABIL INCJBL3,275$223,3550.06%
192WILLIS TOWER WATSON PLCWTW913$223,3010.06%
193OMNICOM GROUP INCOMC2,707$220,8090.06%
194NORTHERN TRUST CORPNTRSO2,419$214,0570.06%
195UMB FINANCIAL GROUP9027881082,553$213,2260.06%
196NVIDIA CORPORATIONNVDA1,458$213,0720.06%
197SLM CORPSLMBP12,429$206,3210.06%
198ROBERT HALF INTL INCRHI2,740$202,2940.06%
199VALE SA91912e10511,826$200,6870.06%
200JONES LANG LASALLE INCORPORATEDJLL1,255$200,0090.06%
201THERMO FISHER SCIENTIFIC INCTMO362$199,3490.06%
202PROGRESSIVE CORP7433151031,528$198,1960.06%
2033M COMMM1,627$195,1090.06%
204INTEL CORPINTC7,041$186,0930.05%
205KRANESHARES TR GLOBAL CARB STRA5007676784,845$176,6970.05%
206OLD REP INTL CORP6802231047,054$170,3540.05%
207QUANTA SERVICESPWR1,187$169,1470.05%
208CHEMOURS CO COMCC5,401$165,3780.05%
209CATHAY GEN BANCORP1491501044,052$165,2810.05%
210INTERNATIONAL BANCSHARES CORPINTR3,602$164,8270.05%
211INTUITIVE SURGICAL INC NEWISRG618$163,9860.05%
212ARCHER DANIELS MIDLAND COADM1,757$163,1370.05%
213VISHAY INTERTECHNOLOGY, INC.VSH7,447$160,6310.05%
214AMERICAN FINANCIAL GROUP INC OHIO0259321041,164$159,7930.05%
215MEDPACE HOLDINGS INCMEDP743$157,8200.05%
216NAVIENT CORPORATIONJSM9,580$157,5910.05%
217S&P GLOBAL INCSPGI462$154,7420.04%
218FIRST AMERICAN FINANCIAL CORPFAF2,930$153,3560.04%
219PAN AMERICAN SILVER CORP6979001089,013$147,2720.04%
220LIVE NATION ENTERTAINMENT INCLYV2,109$147,0810.04%
221BOEING COBA-PA771$146,8670.04%
222VERIZON COMMUNICATIONS INCVZ3,641$143,4550.04%
223BUNGE LIMITEDBG1,419$141,5730.04%
224CROWN CASTLE INC COMCCI1,016$137,8100.04%
225EATON CORP PLCETN877$137,6450.04%
226MCCORMICK & CO INC NON VTGMKC-V1,648$136,6020.04%
227DUPONT DE NEMOURS INCDD1,969$135,1320.04%
228NETWORK APPLIANCE INCNTAP2,242$134,6540.04%
229WEC ENERGY GROUP INCWEC1,424$133,5140.04%
230INTL BUSINESS MACHINESINTR943$132,8590.04%
231ENBRIDGE INCENNPF3,391$132,5880.04%
232TYSON FOODS INC CL ATSN2,127$132,4050.04%
233MASTEC INC COMMTZ1,535$130,9810.04%
234ARES CAPITAL CORPARCC6,714$124,0070.04%
235PRUDENTIAL FINANCIAL INCPUKPF1,245$123,8270.04%
236VICI PROPERTIES INC9256521093,794$122,9250.04%
237MARTIN MARIETTA MATERIALS573284106357$120,6550.03%
238MORGAN STANLEYMS-PQ1,418$120,5580.03%
239WHEATON PRECIOUS METALS CORPWPM3,083$120,4830.03%
240RELIANCE STEEL & ALUMINUM CORS593$120,0460.03%
241LIFE STORAGE INC53223x1071,209$119,0860.03%
242TERADATA CORPTDC3,480$117,1360.03%
243PRINCIPAL FINANCIAL GROUP INC74251v1021,392$116,8160.03%
244MANHATTAN ASSOCIATES INCMANH958$116,3010.03%
245PINNACLE FINANCIAL PARTNERS INCPNFP-PA1,581$116,0450.03%
246FIRST HORIZON NATL CFHN-PH4,671$114,4390.03%
247DARDEN RESTAURANTS INCDRI816$112,8770.03%
248ALLIANCE DATA SYSTEMS CORPBFH-PA2,993$112,7160.03%
249BLACKROCK LARGE CAP SER FUNDS IN EVENT DRIVEN EQBLK11,508$111,2860.03%
250NEXTERA ENERGY PARTNERS LP UNIT PART INNEE-PW1,584$111,0220.03%
251MERCK & CO INCMRK1,000$110,9500.03%
252MUTUAL FUND SER TR CATALST MILL I62827p8163,038$109,6820.03%
253COLUMBIA SPORTSWEAR CO.COLM1,248$109,2990.03%
254MAGELLAN MIDSTREAM PARTNERS LP UNIT RP LP5590801062,111$105,9930.03%
255TAPESTRY INCTPR2,766$105,3290.03%
256SNAP ON INCSNA457$104,4190.03%
257NESTLE SA SP ADR641069406903$104,1520.03%
258BCE INC NEWBCPPF2,322$102,0510.03%
259BECTON DICKINSON & COBDX400$101,7200.03%
260PACWEST BANCORP6952631034,285$98,3400.03%
261WELLS FARGO CO DEP 1/1000 AWFC-PZ4,170$95,9510.03%
262GENMAB AS SP ADSGNMSF2,241$94,9730.03%
263GEN DIGITAL INCGENVR4,343$93,0700.03%
264OCCIDENTAL PETROLEUM CORP6745991051,473$92,7840.03%
265SIGNATURE BANK NEW YORK NY82669g104803$92,5210.03%
266FIDELITY NATIONAL FINANCIAL IN FNF GROUPFNF2,280$85,7730.02%
267CLEVELAND-CLIFFS INCCLF5,139$82,7890.02%
268ASHTEAD GROUP PLC UNSPONSORED ADR045055100366$82,7850.02%
269HDFC BANK LTD SP ADSHDB1,199$82,0230.02%
270LOEWS CORPL1,387$80,9030.02%
271CORTEVA INCCTVA1,372$80,6460.02%
272AIA GROUP LTD SP ADR0013172051,811$80,4620.02%
273QUALCOMM INCQCOM727$79,9260.02%
274TERADYNE INCTER909$79,4010.02%
275LONZA GROUP AG UNSPONSORED ADR54338v1011,625$79,2180.02%
276WELLS FARGO CO9497461011,903$78,5740.02%
277DU PONT E I DE NEMOURS & CO PFD $4.50CTA-PA1,000$78,0000.02%
278APPLIED MATERIALS INC038222105800$77,9040.02%
279AT&T INCT-PC4,150$76,4010.02%
280LVMH MOET HENNESSY LOUIS VUITTON ADR502441306522$75,6220.02%
281ISHARES TR MSCI USA MIN VOL46429b6971,040$74,9840.02%
282WALGREENS BOOTS ALLIANCE INC9314271081,945$72,6650.02%
283INCOME FUND OF AMERICA - F24533208223,198$72,2780.02%
284CHS INC RED PFD SER3 CLBCHSCO3,000$72,0900.02%
285COMPASS GROUPCOMP3,091$71,9270.02%
286YUM CHINA HOLDINGS INCYUMC1,297$70,8810.02%
287ASML HOLDING NV NY REGISTRYASMLF128$69,9390.02%
288STANLEY BLACK & DECKER INCSWK924$69,4100.02%
289DOW INCDOW1,372$69,1350.02%
290BRISTOL-MYERS SQUIBB COCELG-RI930$66,9130.02%
291NOVO-NORDISK AS ADRNONOF470$63,6090.02%
292KELLOGG COBEKE865$61,6220.02%
293STREETTRACKS GOLD SHSGLD363$61,5790.02%
294DUKE ENERGY CORP NEWDUKB596$61,3820.02%
295SAP SE SP ADRSAPGF593$61,1910.02%
296CARTERS INCCRI809$60,3590.02%
297JPMORGAN I HEDGED EQUITY I46637k2812,378$58,4490.02%
298PAN PAC INTL HOLDINGS CORP UNSPONSORED ADS69807k1053,128$57,9930.02%
299PERNOD RICARD SA SP ADR7142643061,468$57,7360.02%
300FANUC CORPORATION ADR3073051023,796$56,4460.02%
301ISHARES TR RUS 1000 ETF464287622266$55,9980.02%
302ISHARES RUSSELL 3000 ETF464287689251$55,3900.02%
303ISHARES CORE S&P 500 ETF464287200144$55,3260.02%
304LONDON STOCK EXCHANGE GROUP UNSPONSORED ADRLSEGY2,510$53,7790.02%
305INVESCO EXCH TRD SLF IDX FD TR BULSHS 2025 CBIVZ2,581$51,9810.01%
306DAIKIN INDUSTRIES LTD UNSPONSORED ADSDKILF3,355$50,6940.01%
307PACER FDS TR US CASH COWS 10069374h8811,075$49,7180.01%
308INTERACTIVE BROKERS GROUP INC CL AIBKR672$48,6190.01%
309KOSE CORP UNSPONSORD ADR5006791052,215$48,2640.01%
310ALSTOM SA ADR02124420720,062$47,7470.01%
311GOLDMAN SACHS GROUP INC D 1/100038144g8042,572$47,4270.01%
312KERRY GROUP PLC SP ADRBEKE515$46,0920.01%
313CAPGEMINI S E UNSPONSORED ADR13961r1001,374$45,8090.01%
314TERUMO CORP ADR88156j1051,624$45,7720.01%
315MURATA MFG CO LTD UNSPONSORED ADR6264251023,712$45,6570.01%
316ISHARES DOW JONES US CONSUMER GOODS FUND464287812225$45,6250.01%
317STIFEL FINANCIAL CORP860630102773$45,1200.01%
318TELEPERFORMANCE UNSPONSORD ADR87946f100375$44,6850.01%
319ISHARES MSCI FRANCE ETF4642867071,285$42,5590.01%
320TESLA INCTSLA345$42,4970.01%
321ISHARES TR CORE S&P TTL STK464287150484$41,0430.01%
322ISHARES TR DOW JONES US ETF464287846438$40,9310.01%
323RECRUIT HOLDINGS CO LTD UNSPONSORD ADR75629j1016,542$40,4940.01%
324KION GROUP AG ADR4972161015,710$40,4270.01%
325FRANKLIN FTSE UNITED KINGDOM ETF35473p6781,760$40,2680.01%
326GENERAL ELECTRIC CO NEW369604301473$39,6320.01%
327ISHARES MORNINGSTAR US EQUITY ETF464287127744$39,1640.01%
328WORLDLINE SA UNSPONSORD ADR98161h1012,004$39,0570.01%
329ISHARES MSCI AUSTRALIA INDEX4642861031,727$38,3910.01%
330ISHARES INC MSCI SOUTH KOREA INDX FD464286772661$37,3330.01%
331SIKA AG UNSPONSORD ADR82674r1031,548$37,0280.01%
332SPDR S&P 500 ETFSPY96$36,7130.01%
333ISHARES MSCI CANADA ETF4642865091,108$36,2640.01%
334ISHARES TR US CONSUM DISCRE464287580636$36,2260.01%
335AECOMACM426$36,1800.01%
336NUCOR CORPNUE274$36,1150.01%
337KINDER MORGAN INCEP-PC1,966$35,5450.01%
338ISHARES MSCI INDIA INDEX ETF46429b598838$34,9780.01%
339INVESCO EXCH TRADED FD TR II DWA SMLCP MENTIVZ479$34,8520.01%
340ADYEN NV UNSPONSRED ADS00783v1042,522$34,8030.01%
341VF CORPVFC1,223$33,7670.01%
342ISHARES RUSSELL MIDCAP INDEX FUND464287499468$31,5660.01%
343VANECK ETF TRUST VANECK VIETNAM92189f8172,631$31,1510.01%
344SAMSONITE INTERNATIONALSMSOF2,374$31,0750.01%
345PROLOGISPLDGP266$29,9860.01%
346TECHTRONIC INDUSTRIES LTD SP ADR87873r101519$28,8250.01%
347CARRIER GLOBAL CORPORATIONCARR670$27,6370.01%
348ISHARES DJ US REAL ESTATE464287739321$27,0240.01%
349OTIS WORLDWIDE CORPOTIS335$26,2330.01%
350AMERICAN TOWER CORPAMT101$21,3970.01%
3512ND VOTE FDS 2ND VOTE SOCIETY81386p306639$20,8990.01%
352ADVISORS INNER CIRCLE FUND III GQG PRTN INST00771x4191,646$20,7990.01%
353ISHARES DJ US INDUSTRIAL464287754206$19,8700.01%
354SELECT SECTOR SPDR TR ENERGY81369y506220$19,2430.01%
355CAMDEN PPTY TR133131102170$19,0190.01%
356ISHARES TR USD INV GRDE ETF464288620370$18,1700.01%
357DUTCH BROTHERS INC CL ABROS600$16,9140.00%
358SOUTHWEST AIRLINES CO844741108467$15,7230.00%
359SEA LTD SPONSORD ADSSE284$14,7760.00%
360CENTENE CORPCNC174$14,2690.00%
361AVALONBAY CMNTYS INCAWX88$14,2130.00%
362VISA INC CL AV59$12,2570.00%
363TJX COS INC872540109150$11,9400.00%
364AMERICAN INTL GROUP INC026874784185$11,6990.00%
365VANGUARD HEALTH CARE INDEX FUND92204a50446$11,4100.00%
366ACCENTURE PLC IRELAND CLASS AACN42$11,2070.00%
367ISHARES TR US AER DEF ETF46428876096$10,7380.00%
368PG&E CORPORATIONPCG-PX660$10,7310.00%
369GENERAL DYNAMICS CORPGD41$10,1720.00%
370SELECT SECTOR SPDR TR COMMUNICATION81369y852211$10,1250.00%
371SEMPRASREA64$9,8900.00%
372NORTHROP CORPNOC18$9,8200.00%
373NEWMONT MNG CORP HLDNEMCL205$9,6760.00%
374ISHARES TR U.S. MED DVC ETF464288810182$9,5670.00%
375WARNER BROTHERS DISCOVERY INC SER AWBD1,002$9,4980.00%
376BANK OF AMERICA CORP060505104277$9,1740.00%
377SOUTHERN COMPANYSOMN127$9,0690.00%
378FIRSTENERGY CORPFE200$8,3880.00%
379CUMMINS INCCMI34$8,2370.00%
380OCCIDENTAL PETROLEUM CORP WT EXP 080327674599162184$7,5860.00%
381SPDR SER TR S&P BIOTECH78464a87090$7,4700.00%
382AMERICAN WATER WORKS CO.03042010347$7,1630.00%
383UTILITIES SELECT SECTOR SPDR FUND81369y886100$7,0500.00%
384PHILLIPS 66PSX65$6,7650.00%
385KONTOOR BRANDS INCKTB166$6,6380.00%
386NOVARTIS A G SPONSORED ADRNVSEF71$6,4410.00%
387BRIGHTHOUSE FINANCIAL INC10922n103117$5,9980.00%
388ROCKWELL AUTOMATION INCROK23$5,9240.00%
389LINDE PLCLIN18$5,8710.00%
390VALERO ENERGY CORPVLO44$5,5810.00%
391DIAGEODGEAF31$5,5230.00%
392CINCINNATI FINANCIAL CORP17206210149$5,0170.00%
393AMERIPRISE FINANCIAL, INC.AMP16$4,9810.00%
394UNION PACIFIC CORPUNP24$4,9690.00%
395NEW WORLD FUND INC64928010471$4,7450.00%
396FRANKLIN CUSTODIAN FUNDS INCOME FUND A13534963001,873$4,2520.00%
397ARCUS BIOSCIENCES INCRCUS180$3,7220.00%
398REPUBLIC SERVICES INC76075910026$3,3530.00%
399F&G ANNUITIES & LIFE INC COMMON STOCKFGSN154$3,0810.00%
400PARKER-HANNIFIN CORPPH10$2,9100.00%
401SHERWIN WILLIAMS COSHW12$2,8470.00%
402BLACKROCK INCBLK4$2,8340.00%
403ORGANON & CO COMMON STOCKOGN100$2,7930.00%
404LAUDER ESTEE COS INC51843910410$2,4810.00%
405DOLLAR GENERAL CORP.25667710510$2,4620.00%
406VIATRIS INCVTRS219$2,4370.00%
407INTERCONTINENTAL EXCHANGE GROUP. INC.ICE23$2,3590.00%
408TRUIST FINANCIAL CORPTFC-PR50$2,1510.00%
409CRANE HOLDINGS COCXT21$2,1090.00%
410KYNDRYL HOLDINGS INC COMMON STOCKKD187$2,0790.00%
411EMBECTA CORP COMMON STOCKEMBC80$2,0230.00%
412WABTEC92974010820$1,9960.00%
413ARK INNOVATION ETF00214q10433$1,0300.00%
414VANGUARD STAR FUNDS TL INT STOCK INDEX92190981830$8390.00%
415PINNACLE WEST CAP CORPPNW7$5320.00%
416GRAYSCALE BITCOIN TR BTC SHSGBTC10$820.00%
417ACCELLERON INDUSTRIES AG UNSPONSORED ADR00449r1092$400.00%
418ANGEL OAK FUNDS TR MULTI STR INST03463k4062$170.00%
419CONTRA MORGAN STANLEY EASTERN EUROPE FUND INC616esc9922,908$00.00%