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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 COMBINATION REPORT

HALLMARK CAPITAL MANAGEMENT INC

Quarter ended Q1 2023 · Filed February 1, 2023 · Accession 0000924166-23-000002

Total Value
$1.08B
Positions
624
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL228,266$29.7M2.75%
2BROADCOM INC COMAVGO40,839$22.8M2.12%
3CHEVRON CORP NEW COMCVX124,631$22.4M2.08%
4MICROSOFT CORP COMMSFT89,391$21.4M1.99%
5AMGEN INC COMAMGN78,084$20.5M1.90%
6PFIZER INC COMPFE393,261$20.2M1.87%
7ELEVANCE HEALTH INC COMELV38,992$20.0M1.86%
8CIGNA CORP NEW COM12552310058,113$19.3M1.79%
9CISCO SYS INC COMCSCO402,524$19.2M1.78%
10NATIONAL FUEL GAS CO COMNFG301,456$19.1M1.77%
11CVS HEALTH CORP COMCVS202,923$18.9M1.76%
12JOHNSON & JOHNSON COMJNJ105,806$18.7M1.74%
13AMERISOURCEBERGEN CORP COMCOR112,767$18.7M1.74%
14SONOCO PRODS CO COM835495102306,410$18.6M1.73%
15PROGRESSIVE CORP COM743315103142,876$18.5M1.72%
16VERTEX PHARMACEUTICALS INC COMVRTX64,009$18.5M1.72%
17ORACLE CORP COMORCL-PD223,056$18.2M1.69%
18JABIL INC COMJBL265,675$18.1M1.68%
19HONEYWELL INTL INC COM43851610682,940$17.8M1.65%
20ROSS STORES INC COMROST151,823$17.6M1.64%
21MICROCHIP TECHNOLOGY INC. COMMCHPP248,116$17.4M1.62%
22HUBBELL INC COMHUBB73,508$17.3M1.60%
23CENTERPOINT ENERGY INC COMCNP553,850$16.6M1.54%
24TAPESTRY INC COMTPR430,280$16.4M1.52%
25CACI INTL INC CL A12719030454,306$16.3M1.52%
26ACCENTURE PLC IRELAND SHS CLASS AACN60,784$16.2M1.51%
27MORGAN STANLEY COM NEWMS-PQ190,012$16.2M1.50%
28T-MOBILE US INC COMTMUSZ111,808$15.7M1.45%
29LKQ CORP COMLKQ292,918$15.6M1.45%
30MAGNOLIA OIL & GAS CORP CL AMGY652,371$15.3M1.42%
31PROSPERITY BANCSHARES INC COMPB208,227$15.1M1.41%
32DARDEN RESTAURANTS INC COMDRI103,834$14.4M1.33%
33TRITON INTL LTD CL AG9078F107208,380$14.3M1.33%
34DELL TECHNOLOGIES INC CL CDELL324,936$13.1M1.21%
35TARGET CORP COMTGT85,705$12.8M1.19%
36ASSURANT INC COMAIZN100,113$12.5M1.16%
37ALPHABET INC CAP STK CL AGOOG139,673$12.3M1.14%
38VERIZON COMMUNICATIONS INC COMVZ307,750$12.1M1.13%
39BJS WHSL CLUB HLDGS INC05550J101176,483$11.7M1.08%
40ADVANCE AUTO PARTS INC COMAAP75,583$11.1M1.03%
41STARWOOD PPTY TR INC COMSTHO599,816$11.0M1.02%
42SS&C TECHNOLOGIES HLDGS INC COMSSNC209,673$10.9M1.01%
43NEWMONT CORP COMNEMCL231,136$10.9M1.01%
44CONCENTRIX CORP COMCNXC80,651$10.7M1.00%
45MERCK & CO INC COMMRK45,168$5.0M0.47%
46ABBVIE INC COMABBV29,871$4.8M0.45%
47CATERPILLAR INC COMCAT17,871$4.3M0.40%
48GENERAL MLS INC COM37033410450,227$4.2M0.39%
49DICKS SPORTING GOODS INC COM25339310234,744$4.2M0.39%
50JPMORGAN CHASE & CO COMVYLD30,720$4.1M0.38%
51GILEAD SCIENCES INC COMGILD47,898$4.1M0.38%
52SPDR S&P DIVIDEND ETF78464A76332,494$4.1M0.38%
53GENERAL DYNAMICS CORP COMGD16,328$4.1M0.38%
54LOCKHEED MARTIN CORP COMLMT8,093$3.9M0.37%
55PROCTER AND GAMBLE CO COM74271810925,945$3.9M0.37%
56TRAVELERS COMPANIES INC COMTRV20,762$3.9M0.36%
57PEPSICO INC COMPEP21,139$3.8M0.35%
58HOME DEPOT INC COMHD12,016$3.8M0.35%
59METLIFE INC COMMET-PF51,870$3.8M0.35%
60CHEVRON CORP NEW COMCVX20,699$3.7M0.34%
61STATE STR CORP COMSTT-PG47,790$3.7M0.34%
62AMDOCS LTD SHSDOX40,513$3.7M0.34%
63MCDONALDS CORP COMMCD13,838$3.6M0.34%
64VICI PPTYS INC COM925652109112,514$3.6M0.34%
65CUMMINS INC COMCMI14,426$3.5M0.32%
66UNITED PARCEL SERVICE INC CL BUPS20,005$3.5M0.32%
67BRISTOL-MYERS SQUIBB CO COMCELG-RI47,774$3.4M0.32%
68AT&T INC COMT-PC186,064$3.4M0.32%
69MSC INDL DIRECT INC CL A55353010641,529$3.4M0.32%
70PORTLAND GEN ELEC CO COM NEW73650884768,306$3.3M0.31%
71INTERNATIONAL BUSINESS MACHS COMINTR23,678$3.3M0.31%
72WP CAREY INC COM92936U10942,634$3.3M0.31%
73PUBLIC SVC ENTERPRISE GRP INC COM74457310653,576$3.3M0.30%
74NATIONAL FUEL GAS CO COMNFG51,278$3.2M0.30%
75PFIZER INC COMPFE63,013$3.2M0.30%
76KINDER MORGAN INC DEL COMEP-PC173,456$3.1M0.29%
77PRUDENTIAL FINL INC COMPUKPF31,297$3.1M0.29%
78PRICE T ROWE GROUP INC COMTROW28,422$3.1M0.29%
79TEXAS INSTRS INC COM88250810418,533$3.1M0.28%
80HP INC COMHPQ113,749$3.1M0.28%
81NETAPP INC COMNTAP50,853$3.1M0.28%
82LIFE STORAGE INC COM53223X10730,851$3.0M0.28%
83CVS HEALTH CORP COMCVS32,298$3.0M0.28%
84ISHARES S&P 500 GROWTH ETF46428730951,197$3.0M0.28%
85QUALCOMM INC COMQCOM26,268$2.9M0.27%
86LYONDELLBASELL INDUSTRIES N V SHS - A -LYB34,255$2.8M0.26%
87CISCO SYS INC COMCSCO59,272$2.8M0.26%
88AMGEN INC COMAMGN10,646$2.8M0.26%
89APPLE INC COMAAPL21,514$2.8M0.26%
90JOHNSON & JOHNSON COMJNJ15,736$2.8M0.26%
91SONOCO PRODS CO COM83549510245,037$2.7M0.25%
92BROADCOM INC COMAVGO4,875$2.7M0.25%
93VANGUARD MID-CAP GROWTH ETF92290853814,992$2.7M0.25%
94TRUIST FINL CORP COM89832Q10961,319$2.6M0.24%
95COMCAST CORP NEW CL ACCZ71,763$2.5M0.23%
96ISHARES CORE S&P 500 ETF4642872006,456$2.5M0.23%
97VERTEX PHARMACEUTICALS INC COMVRTX8,238$2.4M0.22%
98PROGRESSIVE CORP COM74331510318,294$2.4M0.22%
99CENTERPOINT ENERGY INC COMCNP79,056$2.4M0.22%
100MEDICAL PPTYS TRUST INC COM58463J304212,278$2.4M0.22%
101VANGUARD VALUE ETF92290874416,430$2.3M0.21%
102MICROSOFT CORP COMMSFT9,581$2.3M0.21%
103ELEVANCE HEALTH INC COMELV4,458$2.3M0.21%
104JABIL INC COMJBL32,883$2.2M0.21%
105VANGUARD RUSSELL 1000 GROWTH ETF92206C68039,743$2.2M0.20%
106HUBBELL INC COMHUBB8,942$2.1M0.19%
107VANGUARD MID-CAP VALUE ETF92290851215,512$2.1M0.19%
108ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD185,526$2.1M0.19%
109SPDR S&P 500 ETF TRUSTSPY5,381$2.1M0.19%
110LKQ CORP COMLKQ37,847$2.0M0.19%
111CACI INTL INC CL A1271903046,678$2.0M0.19%
112ORACLE CORP COMORCL-PD23,825$1.9M0.18%
113TRITON INTL LTD CL AG9078F10728,101$1.9M0.18%
114ISHARES RUSSELL 1000 VALUE ETF46428759812,440$1.9M0.18%
115VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640617,355$1.9M0.17%
116PROSPERITY BANCSHARES INC COMPB25,700$1.9M0.17%
117ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG476,155$1.9M0.17%
118MAGNOLIA OIL & GAS CORP CL AMGY78,341$1.8M0.17%
119MORGAN STANLEY COM NEWMS-PQ21,167$1.8M0.17%
120ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA076,396$1.8M0.17%
121TAPESTRY INC COMTPR45,442$1.7M0.16%
122AMERISOURCEBERGEN CORP COMCOR10,409$1.7M0.16%
123DARDEN RESTAURANTS INC COMDRI12,382$1.7M0.16%
124MICROCHIP TECHNOLOGY INC. COMMCHPP24,257$1.7M0.16%
125HONEYWELL INTL INC COM4385161067,928$1.7M0.16%
126T-MOBILE US INC COMTMUSZ11,991$1.7M0.16%
127CONCENTRIX CORP COMCNXC12,467$1.7M0.15%
128ISHARES CORE MSCI EAFE ETF46432F84226,503$1.6M0.15%
129GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF20,982$1.6M0.15%
130CIGNA CORP NEW COM1255231004,760$1.6M0.15%
131VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40920,525$1.5M0.14%
132ISHARES RUSSELL 1000 GROWTH ETF4642876147,183$1.5M0.14%
133ACCENTURE PLC IRELAND SHS CLASS AACN5,667$1.5M0.14%
134ASSURANT INC COMAIZN12,027$1.5M0.14%
135VANGUARD SMALL-CAP GROWTH ETF9229085957,336$1.5M0.14%
136TARGET CORP COMTGT9,455$1.4M0.13%
137ROSS STORES INC COMROST12,106$1.4M0.13%
138ADVANCE AUTO PARTS INC COMAAP9,401$1.4M0.13%
139ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA957,833$1.4M0.13%
140SPDR S&P 500 ETF TRUSTSPY3,278$1.3M0.12%
141ALPHABET INC CAP STK CL AGOOG13,870$1.2M0.11%
142ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX848,647$1.2M0.11%
143MERCK & CO INC COMMRK10,970$1.2M0.11%
144ABBVIE INC COMABBV7,488$1.2M0.11%
145CATERPILLAR INC COMCAT4,884$1.2M0.11%
146TRAVELERS COMPANIES INC COMTRV6,201$1.2M0.11%
147GILEAD SCIENCES INC COMGILD13,381$1.1M0.11%
148PEPSICO INC COMPEP6,355$1.1M0.11%
149JPMORGAN CHASE & CO COMVYLD8,457$1.1M0.11%
150PROCTER AND GAMBLE CO COM7427181097,476$1.1M0.11%
151GENERAL MLS INC COM37033410413,264$1.1M0.10%
152VANGUARD FTSE EMERGING MARKETS ETF92204285828,209$1.1M0.10%
153DICKS SPORTING GOODS INC COM2533931028,963$1.1M0.10%
154GENERAL DYNAMICS CORP COMGD4,322$1.1M0.10%
155SPDR S&P DIVIDEND ETF78464A7638,535$1.1M0.10%
156INTERNATIONAL BUSINESS MACHS COMINTR7,493$1.1M0.10%
157LOCKHEED MARTIN CORP COMLMT2,156$1.0M0.10%
158STATE STR CORP COMSTT-PG13,412$1.0M0.10%
159AMAZON COM INC COMAMZN12,225$1.0M0.10%
160METLIFE INC COMMET-PF13,712$992,3370.09%
161CUMMINS INC COMCMI4,080$988,5430.09%
162MCDONALDS CORP COMMCD3,734$984,0210.09%
163BRISTOL-MYERS SQUIBB CO COMCELG-RI13,670$983,5570.09%
164KINDER MORGAN INC DEL COMEP-PC53,466$966,6650.09%
165VICI PPTYS INC COM92565210929,643$960,4330.09%
166AMDOCS LTD SHSDOX10,436$948,6320.09%
167MSC INDL DIRECT INC CL A55353010611,167$912,3440.08%
168TEXAS INSTRS INC COM8825081045,481$905,5710.08%
169VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40912,012$903,1820.08%
170PORTLAND GEN ELEC CO COM NEW73650884718,071$885,4790.08%
171HOME DEPOT INC COMHD2,752$869,2470.08%
172UNITED PARCEL SERVICE INC CL BUPS4,978$865,3760.08%
173WP CAREY INC COM92936U10911,052$863,7140.08%
174SS&C TECHNOLOGIES HLDGS INC COMSSNC16,164$841,4980.08%
175TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8036,669$829,8900.08%
176LIFE STORAGE INC COM53223X1078,333$820,8010.08%
177SPDR S&P 600 SMALL CAP VALUE ETF78464A30010,986$815,3810.08%
178HP INC COMHPQ29,307$787,4790.07%
179UNITEDHEALTH GROUP INC COMUNH1,479$784,1360.07%
180PUBLIC SVC ENTERPRISE GRP INC COM74457310612,773$782,6020.07%
181VANECK IG FLOATING RATE ETF92189F48631,047$772,4490.07%
182PRUDENTIAL FINL INC COMPUKPF7,403$736,3020.07%
183NETAPP INC COMNTAP11,953$717,8970.07%
184HEALTH CARE SELECT SECTOR SPDR FUND81369Y2095,170$702,3450.07%
185VALLEY NATL BANCORP COM91979410758,743$664,3830.06%
186VERIZON COMMUNICATIONS INC COMVZ16,709$658,3350.06%
187STARWOOD PPTY TR INC COMSTHO35,571$652,0160.06%
188DELL TECHNOLOGIES INC CL CDELL16,162$650,0360.06%
189QUALCOMM INC COMQCOM5,894$647,9860.06%
190JPMORGAN ULTRA-SHORT INCOME ETF46641Q83712,694$636,3500.06%
191VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8708,206$636,0470.06%
192BJS WHSL CLUB HLDGS INC05550J1019,551$631,8940.06%
193ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872425,962$628,5740.06%
194AT&T INC COMT-PC31,840$586,1740.05%
195ISHARES S&P SMALL-CAP 600 VALUE ETF4642878796,193$565,4830.05%
196ISHARES RUSSELL 2000 ETF4642876553,229$563,0080.05%
197VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,749$558,6480.05%
198NEWMONT CORP COMNEMCL11,794$556,6770.05%
199INVESCO VARIABLE RATE PREFERRED ETFIVZ24,565$550,0100.05%
200JPMORGAN ULTRA-SHORT INCOME ETF46641Q83710,947$548,7730.05%
201INVESCO VARIABLE RATE PREFERRED ETFIVZ24,105$539,7110.05%
202ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51521,255$516,2840.05%
203ISHARES CORE S&P 500 ETF4642872001,316$505,6200.05%
204APPLIED MATLS INC COM0382221055,039$490,6980.05%
205VANECK IG FLOATING RATE ETF92189F48619,451$483,9410.04%
206LILLY ELI & CO COMLLY1,321$483,2750.04%
207ALPHABET INC CAP STK CL CGOOG5,412$480,2070.04%
208VANGUARD TOTAL BOND MARKET ETF9219378356,678$479,7480.04%
209ISHARES CORE MSCI EAFE ETF46432F8427,417$457,1840.04%
210LYONDELLBASELL INDUSTRIES N V SHS - A -LYB5,146$427,2720.04%
211FINANCIAL SELECT SECTOR SPDR FUND81369Y60512,355$422,5410.04%
212ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,661$420,6120.04%
213ISHARES S&P 500 GROWTH ETF4642873096,838$400,0230.04%
214VANGUARD MID-CAP GROWTH ETF9229085382,138$384,3270.04%
215TRUIST FINL CORP COM89832Q1098,891$382,5800.04%
216ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,325$382,0090.04%
217CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4072,898$374,3060.03%
218DEERE & CO COMDE862$369,5910.03%
219COSTCO WHSL CORP NEW COM22160K105787$359,3940.03%
220ABBOTT LABS COMABLZF3,262$358,1350.03%
221MEDICAL PPTYS TRUST INC COM58463J30431,877$355,1100.03%
222VANGUARD MID-CAP VALUE ETF9229085122,580$348,9190.03%
223VANGUARD GROWTH ETF9229087361,573$335,2220.03%
224SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8488,147$326,2060.03%
225VANGUARD VALUE ETF9229087442,308$323,9740.03%
226VANGUARD INFORMATION TECHNOLOGY ETF92204A702985$314,4960.03%
227VANGUARD SHORT-TERM TREASURY ETF92206C1025,397$312,0550.03%
228BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A990$305,8110.03%
229VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8703,863$299,4210.03%
230BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,772$289,7290.03%
231EOG RES INC COMEOG2,156$279,2450.03%
232OREILLY AUTOMOTIVE INC COM67103H107325$274,3100.03%
233HERSHEY CO COMHSY1,150$266,3060.02%
234DUKE ENERGY CORP NEW COM NEWDUKB2,533$260,8740.02%
235DOLLAR GEN CORP NEW COM2566771051,059$260,7790.02%
236CDW CORP COMCDW1,450$258,9410.02%
237THERMO FISHER SCIENTIFIC INC COMTMO466$256,6220.02%
238ENERGY SELECT SECTOR SPDR FUND81369Y5062,922$255,5870.02%
239VANGUARD SHORT-TERM TREASURY ETF92206C1024,403$254,5810.02%
240ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881582,430$253,3760.02%
241FAIR ISAAC CORP COMFICO422$252,6010.02%
242AUTOMATIC DATA PROCESSING INC COMADP1,048$250,3250.02%
243DANAHER CORPORATION COM235851102917$243,3900.02%
244VANGUARD TOTAL BOND MARKET ETF9219378353,385$243,1780.02%
245EATON CORP PLC SHSETN1,549$243,1160.02%
246COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8525,041$241,9180.02%
247VANGUARD FTSE EMERGING MARKETS ETF9220428586,175$240,7020.02%
248KLA CORP COM NEWKLAC633$238,6600.02%
249AON PLC SHS CL AAON789$236,8100.02%
250VISA INC COM CL AV1,129$234,5610.02%
251EMERSON ELEC CO COMEMR2,434$233,8100.02%
252VANGUARD RUSSELL 1000 GROWTH ETF92206C6804,144$228,4170.02%
253LANDSTAR SYS INC COMLSTR1,401$228,2230.02%
254GRACO INC COMGGG3,351$225,3880.02%
255PRICE T ROWE GROUP INC COMTROW2,045$223,0280.02%
256GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF2,893$220,2440.02%
257VMWARE INC CL A COM9285634021,790$219,7400.02%
258COMCAST CORP NEW CL ACCZ6,274$219,4020.02%
259LAUDER ESTEE COS INC CL A518439104867$215,1110.02%
260BIO-TECHNE CORP COMTECH2,556$211,8410.02%
261FORTINET INC COMFTNT4,256$208,0760.02%
262NIKE INC CL BNKE1,772$207,3420.02%
263SHERWIN WILLIAMS CO COMSHW870$206,4770.02%
264VANGUARD S&P 500 ETF922908363585$205,5940.02%
265ZOETIS INC CL AZTS1,383$202,6790.02%
266ADOBE SYSTEMS INCORPORATED COMADBE598$201,2450.02%
267WASTE MGMT INC DEL COM94106L1091,275$200,0220.02%
268INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,960$192,4920.02%
269SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1016,590$190,3850.02%
270CHIPOTLE MEXICAN GRILL INC COMCMG137$190,0860.02%
271DISNEY WALT CO COM2546871061,979$171,9360.02%
272INTEL CORP COMINTC6,400$169,1520.02%
273VANGUARD SMALL-CAP GROWTH ETF922908595828$166,0470.02%
274EDWARDS LIFESCIENCES CORP COMEW2,216$165,3360.02%
275WALMART INC COMWMT1,111$157,5290.01%
276FMC CORP COM NEWFMC1,225$152,8800.01%
277PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R8743,092$152,4200.01%
278SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8895,100$151,4190.01%
279ISHARES TIPS BOND ETF4642871761,420$151,1450.01%
280ISHARES S&P 500 VALUE ETF4642874081,026$148,8420.01%
281BOEING CO COMBA-PA780$148,5820.01%
282ISHARES CORE S&P MID-CAP ETF464287507614$148,5200.01%
283ISHARES RUSSELL 2000 ETF464287655835$145,5910.01%
284ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,590$145,1830.01%
285ABBOTT LABS COMABLZF1,300$142,7270.01%
286ISHARES SELECT DIVIDEND ETF4642871681,173$141,4640.01%
287ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX85,513$137,9900.01%
288MATERIALS SELECT SECTOR SPDR FUND81369Y1001,765$137,1050.01%
289ISHARES 1-3 YEAR TREASURY BOND ETF4642874571,686$136,8530.01%
290ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG45,490$134,0660.01%
291CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,723$128,4500.01%
292ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA05,387$125,7860.01%
293INVESCO QQQ TRUSTIVZ467$124,3530.01%
294ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886462,379$118,5220.01%
295ZOETIS INC CL AZTS798$116,9470.01%
296ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD14,697$114,2310.01%
297BLACKSTONE INC COMBX1,500$111,2850.01%
298UNITEDHEALTH GROUP INC COMUNH191$101,2640.01%
299EXXON MOBIL CORP COMXOM900$99,2700.01%
300AFLAC INC COMAFL1,375$98,9180.01%
301GENUINE PARTS CO COMGPC570$98,9010.01%
302FEDEX CORP COMFDX570$98,7240.01%
303SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7392,058$96,6850.01%
304RAYTHEON TECHNOLOGIES CORP COMRTX941$94,9660.01%
305COSTCO WHSL CORP NEW COM22160K105200$91,3000.01%
306VANGUARD SHORT-TERM BOND ETF9219378271,160$87,3250.01%
307MASTERCARD INCORPORATED CL AMA249$86,5850.01%
308ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA93,688$86,1890.01%
309ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,835$85,6950.01%
310ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886461,711$85,2420.01%
311UTILITIES SELECT SECTOR SPDR FUND81369Y8861,207$85,0940.01%
312SEMPRA COMSREA542$83,7610.01%
313PROLOGIS INC. COMPLDGP736$82,9690.01%
314ROBERT HALF INTL INC COMRHI1,109$81,8770.01%
315MASCO CORP COMMAS1,750$81,6730.01%
316VANECK SHORT MUNI ETF92189F5284,821$81,3780.01%
317LUMENTUM HLDGS INC COMLITE1,543$80,4980.01%
318ISHARES U.S. ENERGY ETF4642877961,707$79,3580.01%
319BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A250$77,2250.01%
320CONOCOPHILLIPS COMCOP650$76,7000.01%
321ISHARES 1-3 YEAR TREASURY BOND ETF464287457929$75,4070.01%
322SHOPIFY INC CL ASHOP2,150$74,6270.01%
323BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W8381,475$73,3370.01%
324LITHIA MTRS INC COM536797103350$71,6590.01%
325AUTOMATIC DATA PROCESSING INC COMADP300$71,6580.01%
326MONDELEZ INTL INC CL A6092071051,066$71,0490.01%
327APPLE HOSPITALITY REIT INC COM NEWAPLE4,299$67,8380.01%
328KIMBERLY-CLARK CORP COMKMB475$64,4810.01%
329ROCKWELL AUTOMATION INC COMROK250$64,3930.01%
330ENTEGRIS INC COMENTG976$64,0160.01%
331COCA COLA CO COMKO1,004$63,8640.01%
332COCA COLA CO COMKO1,000$63,6100.01%
333FISERV INC COMFISV625$63,1690.01%
334ISHARES RUSSELL 2000 VALUE ETF464287630438$60,7370.01%
335ILLINOIS TOOL WKS INC COM452308109275$60,5830.01%
336ENTERPRISE PRODS PARTNERS L P COM2937921072,475$59,6970.01%
337EDWARDS LIFESCIENCES CORP COMEW800$59,6880.01%
338VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406525$56,8100.01%
339MONDELEZ INTL INC CL A609207105846$56,3860.01%
340ISHARES U.S. PHARMACEUTICALS ETF464288836300$55,8390.01%
341BOOKING HOLDINGS INC COMBKNG27$54,4130.01%
342BLACKROCK INC COMBLK75$53,1470.00%
343KROGER CO COMKR1,150$51,2670.00%
344ECOLAB INC COMECL350$50,9460.00%
345ASTRAZENECA PLC SPONSORED ADRAZN750$50,8500.00%
346PHILIP MORRIS INTL INC COM718172109500$50,6050.00%
347RAYTHEON TECHNOLOGIES CORP COMRTX500$50,4600.00%
348NEXTERA ENERGY INC COMNEE-PW600$50,1600.00%
349NORFOLK SOUTHN CORP COM655844108203$50,0230.00%
350BANK AMERICA CORP COM0605051041,500$49,6800.00%
351MASTERCARD INCORPORATED CL AMA142$49,3780.00%
352VANGUARD TAX-EXEMPT BOND ETF922907746996$49,2920.00%
353ISHARES MSCI USA ESG SELECT ETF464288802588$48,4040.00%
354XCEL ENERGY INC COMXELLL671$47,0440.00%
355ISHARES NATIONAL MUNI BOND ETF464288414430$45,3740.00%
356US BANCORP DEL COM NEWUSB-PS1,013$44,1550.00%
357OCCIDENTAL PETE CORP COM674599105700$44,0930.00%
358VANGUARD TOTAL STOCK MARKET ETF922908769230$43,9740.00%
359WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT708$43,8610.00%
360PNC FINL SVCS GROUP INC COM693475105275$43,4340.00%
361INTEL CORP COMINTC1,600$42,2880.00%
362ANALOG DEVICES INC COMADI250$41,0080.00%
363DISNEY WALT CO COM254687106452$39,2700.00%
364ONEOK INC NEW COMOKE588$38,6320.00%
365ALLSTATE CORP COMALL-PJ283$38,3750.00%
366Vanguard S/T Corp92206C409508$38,1970.00%
367ISHARES NATIONAL MUNI BOND ETF464288414358$37,7760.00%
368SCHWAB U.S. LARGE-CAP GROWTH ETF808524300676$37,5590.00%
369VANGUARD DIVIDEND APPRECIATION ETF921908844245$37,2030.00%
370Ishares TIPS Bnd ETF464287176336$35,7640.00%
371FORD MTR CO DEL COM3453708603,050$35,4720.00%
372SPDR S&P 600 SMALL CAP VALUE ETF78464A300475$35,2550.00%
373ISHARES U.S. REAL ESTATE ETF464287739395$33,2550.00%
374THERMO FISHER SCIENTIFIC INC COMTMO60$33,0410.00%
375SCHWAB U.S. BROAD MARKET ETF808524102730$32,7110.00%
376CONSTELLATION BRANDS INC CL ASTZ139$32,2130.00%
377BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W838646$32,1190.00%
378STANLEY BLACK & DECKER INC COMSWK425$31,9260.00%
379PAYPAL HLDGS INC COMPYPL445$31,6930.00%
380CMS ENERGY CORP COMCMS-PC500$31,6650.00%
381TELEFLEX INCORPORATED COMTFX125$31,2040.00%
382DOMINION ENERGY INC COMD500$30,6600.00%
383PAYCHEX INC COMPAYX265$30,6230.00%
384KRAFT HEINZ CO COMKHC746$30,3700.00%
385ENBRIDGE INC COMENNPF747$29,2080.00%
386ISHARES CORE U.S. AGGREGATE BOND ETF464287226300$29,0970.00%
387LOWES COS INC COM548661107138$27,4950.00%
388REAL ESTATE SELECT SECTOR SPDR FUND81369Y860738$27,2540.00%
389GALLAGHER ARTHUR J & CO COM363576109143$26,9610.00%
390VALLEY NATL BANCORP COM9197941072,361$26,7030.00%
391ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158250$26,0680.00%
392VISA INC COM CL AV125$25,9700.00%
393SPDR GOLD SHARESGLD148$25,1070.00%
394CSX CORP COMCSX800$24,7840.00%
3953M CO COMMMM200$23,9840.00%
396LABORATORY CORP AMER HLDGS COM NEW50540R409100$23,5480.00%
397ALTRIA GROUP INC COMMO500$22,8550.00%
398NVIDIA CORPORATION COMNVDA156$22,8520.00%
399SNAP ON INC COMSNA100$22,8490.00%
400ALTRIA GROUP INC COMMO482$22,0320.00%
401SOUTHERN CO COMSOMN300$21,4230.00%
402VANGUARD TOTAL STOCK MARKET ETF922908769110$21,0310.00%
403PHILLIPS 66 COMPSX200$20,8160.00%
404CARRIER GLOBAL CORPORATION COMCARR500$20,6250.00%
405GABELLI DIVID & INCOME TR COM36242H1041,000$20,6100.00%
406VANGUARD INTERMEDIATE-TERM BOND ETF921937819277$20,5870.00%
407ISHARES RUSSELL MIDCAP ETF464287499300$20,2350.00%
408ISHARES GOLD TRUSTIAU575$19,8890.00%
409DOVER CORP COMDOV143$19,3640.00%
410PPG INDS INC COM693506107150$18,8610.00%
411ADOBE SYSTEMS INCORPORATED COMADBE56$18,8460.00%
412RH COMRH70$18,7030.00%
413M & T BK CORP COM55261F104125$18,1330.00%
414ISHARES BIOTECHNOLOGY ETF464287556138$18,1180.00%
415ESCO TECHNOLOGIES INC COMESE200$17,5080.00%
416BANK NOVA SCOTIA HALIFAX COM064149107352$17,2410.00%
417SPDR GOLD SHARESGLD100$16,9640.00%
418NEXTERA ENERGY INC COMNEE-PW200$16,7200.00%
419AMERICAN EXPRESS CO COMAXP105$15,5140.00%
420NOVO-NORDISK A S ADRNONOF112$15,1580.00%
421BANK NEW YORK MELLON CORP COM064058100330$15,0220.00%
422VANGUARD REAL ESTATE ETF922908553182$15,0110.00%
423VANECK INTERMEDIATE MUNI ETF92189H201327$14,9140.00%
424VANGUARD SMALL CAP VALUE ETF92290861192$14,6820.00%
425SCHWAB U.S. MID-CAP ETF808524508219$14,3690.00%
426NVIDIA CORPORATION COMNVDA96$14,0290.00%
427ARCHER DANIELS MIDLAND CO COMADM150$13,9280.00%
428LOWES COS INC COM54866110765$12,9510.00%
429VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771284$12,9280.00%
430DEVON ENERGY CORP NEW COM25179M103204$12,5480.00%
431COLGATE PALMOLIVE CO COMCL158$12,4490.00%
432ADVANCED MICRO DEVICES INC COMAMD187$12,1120.00%
433CONSOLIDATED EDISON INC COMED125$11,9140.00%
434SPDR S&P 500SPY30$11,4730.00%
435AUTODESK INC COMADSK60$11,2120.00%
436SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854221$10,8800.00%
437EMCOR GROUP INC COMEME72$10,6640.00%
438UNION PAC CORP COMUNP50$10,3540.00%
439WARNER BROS DISCOVERY INC COM SER AWBD1,081$10,2480.00%
440YUM BRANDS INC COMYUM80$10,2460.00%
441BAXTER INTL INC COM071813109200$10,1940.00%
442AMAZON COM INC COMAMZN120$10,0800.00%
443INVESCO 1-30 LADDERED TREASURY ETFIVZ330$9,4810.00%
444NUVEEN AMT FREE QLTY MUN INCME COMNU822$9,3460.00%
445ABRDN PHYSICAL SILVER SHARES ETFSIVR400$9,1920.00%
446AFFILIATED MANAGERS GROUP INC COMMGRE58$9,1890.00%
447VANGUARD MEGA CAP VALUE ETF92191084087$8,9480.00%
448LAMB WESTON HLDGS INC COMLW100$8,9360.00%
449ALPHABET INC CAP STK CL CGOOG100$8,8730.00%
450ASSOCIATED BANC CORP COMASBA376$8,6820.00%
451INGREDION INC COMINGR88$8,6180.00%
452MCKESSON CORP COMMCK22$8,2530.00%
453ISHARES CORE S&P U.S. GROWTH ETF464287671100$8,1520.00%
454VANGUARD MID-CAP ETF92290862940$8,1520.00%
455DANAHER CORPORATION COM23585110229$7,6970.00%
456SONY GROUP CORPORATION SPONSORED ADRSNEJF100$7,6280.00%
457AZENTA INC COMAZTA125$7,2780.00%
458PEMBINA PIPELINE CORP COMPPLOF212$7,1970.00%
459WEC ENERGY GROUP INC COMWEC75$7,0320.00%
460BROADRIDGE FINL SOLUTIONS INC COM11133T10352$6,9750.00%
461FIDELITY NATL INFORMATION SVCS COM31620M10698$6,6490.00%
462ISHARES GLOBAL CLEAN ENERGY ETF464288224325$6,4510.00%
463CELANESE CORP DEL COMCE54$5,4700.00%
464NORTHROP GRUMMAN CORP COMNOC10$5,4560.00%
465REGIONS FINANCIAL CORP NEW COMRF-PF244$5,2610.00%
466ZIMMER BIOMET HOLDINGS INC COMZBH40$5,1000.00%
467YUM CHINA HLDGS INC COMYUMC80$4,3720.00%
468MASIMO CORP COMMASI26$3,8470.00%
469SALESFORCE INC COMCRM29$3,8450.00%
470AMPHENOL CORP NEW CL A03209510150$3,8070.00%
471OCCIDENTAL PETE CORP WT EXP 08032767459916287$3,5870.00%
472MERCADOLIBRE INC COMMELI4$3,3850.00%
473VEEVA SYS INC CL A COMVEEV20$3,2280.00%
474AMERIPRISE FINL INC COM03076C10610$3,1140.00%
475CONSTELLATION BRANDS INC CL ASTZ13$3,0130.00%
476DUPONT DE NEMOURS INC COMDD43$2,9510.00%
477TYSON FOODS INC CL ATSN43$2,6770.00%
478SPDR Doubleline78467V84864$2,5630.00%
479CORTEVA INC COMCTVA43$2,5280.00%
480SPDR S&P Div ETF78464A76320$2,5020.00%
481JD.COM INC SPON ADR CL AJDCMF44$2,4700.00%
482TRACTOR SUPPLY CO COMTSCO10$2,2500.00%
483DOW INC COMDOW43$2,1670.00%
484VANGUARD GROWTH ETF9229087369$1,9180.00%
485Ishares US Real Estate ETF46428773921$1,7680.00%
486MCCORMICK & CO INC COM NON VTGMKC-V20$1,6580.00%
487HALEON PLC SPON ADSHLNCF175$1,4000.00%
488ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715016$1,3570.00%
489THE TRADE DESK INC COM CL A88339J10530$1,3450.00%
490STANLEY BLACK & DECKER INC COMSWK17$1,2770.00%
491Vanguard Total Bond92193783517$1,2210.00%
492WELLS FARGO CO NEW COM94974610126$1,0740.00%
493MATCH GROUP INC NEW COMMTCH23$9540.00%
494EMBOTELLADORA ANDINA S A SPON ADR B29081P30349$7110.00%
495Ishares Iboxx Inv Gr4642872426$6330.00%
496CHEMOURS CO COMCC20$6120.00%
497AVANOS MED INC COMAVNS21$5680.00%
498ADVANSIX INC COMASIX11$4180.00%
499KYNDRYL HLDGS INC COMMON STOCKKD35$3890.00%
500FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8468$3100.00%