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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 Q2 2023 · Filed May 3, 2023 · Accession 0000924166-23-000004

Total Value
$1.10B
Positions
512
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL226,714$37.4M3.40%
2MICROSOFT CORP COMMSFT88,941$25.6M2.33%
3BROADCOM INC COMAVGO38,850$24.9M2.27%
4JABIL INC COMJBL252,710$22.3M2.03%
5CISCO SYS INC COMCSCO405,807$21.2M1.93%
6CHEVRON CORP NEW COMCVX122,651$20.0M1.82%
7MICROCHIP TECHNOLOGY INC. COMMCHPP238,072$19.9M1.81%
8ORACLE CORP COMORCL-PD214,245$19.9M1.81%
9PROGRESSIVE CORP COM743315103134,016$19.2M1.74%
10VERTEX PHARMACEUTICALS INC COMVRTX60,482$19.1M1.73%
11AMGEN INC COMAMGN78,242$18.9M1.72%
12SONOCO PRODS CO COM835495102309,979$18.9M1.72%
13ELEVANCE HEALTH INC COMELV39,070$18.0M1.63%
14AMERISOURCEBERGEN CORP COMCOR111,782$17.9M1.63%
15ACCENTURE PLC IRELAND SHS CLASS AACN62,007$17.7M1.61%
16NATIONAL FUEL GAS CO COMNFG306,480$17.7M1.61%
17TAPESTRY INC COMTPR404,873$17.5M1.59%
18HUBBELL INC COMHUBB70,121$17.1M1.55%
19JOHNSON & JOHNSON COMJNJ107,629$16.7M1.52%
20PFIZER INC COMPFE407,959$16.6M1.51%
21CONAGRA BRANDS INC COMCAG438,336$16.5M1.50%
22LKQ CORP COMLKQ288,597$16.4M1.49%
23CENTERPOINT ENERGY INC COMCNP546,593$16.1M1.46%
24T-MOBILE US INC COMTMUSZ110,975$16.1M1.46%
25ALPHABET INC CAP STK CL AGOOG154,093$16.0M1.45%
26HONEYWELL INTL INC COM43851610683,189$15.9M1.45%
27TARGET CORP COMTGT95,831$15.9M1.44%
28MORGAN STANLEY COM NEWMS-PQ180,427$15.8M1.44%
29CACI INTL INC CL A12719030453,281$15.8M1.44%
30CVS HEALTH CORP COMCVS211,848$15.7M1.43%
31ROSS STORES INC COMROST148,027$15.7M1.43%
32DARDEN RESTAURANTS INC COMDRI100,289$15.6M1.42%
33VERIZON COMMUNICATIONS INC COMVZ389,568$15.2M1.38%
34BJS WHSL CLUB HLDGS INC05550J101197,728$15.0M1.37%
35MAGNOLIA OIL & GAS CORP CL AMGY665,535$14.6M1.32%
36THE CIGNA GROUP COM12552310056,972$14.6M1.32%
37TRITON INTL LTD CL AG9078F107213,618$13.5M1.23%
38DELL TECHNOLOGIES INC CL CDELL328,860$13.2M1.20%
39PROSPERITY BANCSHARES INC COMPB210,268$12.9M1.18%
40SS&C TECHNOLOGIES HLDGS INC COMSSNC221,858$12.5M1.14%
41NEWMONT CORP COMNEMCL251,262$12.3M1.12%
42ASSURANT INC COMAIZN102,336$12.3M1.12%
43STARWOOD PPTY TR INC COMSTHO664,046$11.7M1.07%
44CONCENTRIX CORP COMCNXC83,623$10.2M0.92%
45ABBVIE INC COMABBV28,855$4.6M0.42%
46MERCK & CO INC COMMRK43,001$4.6M0.42%
47GENERAL MLS INC COM37033410449,073$4.2M0.38%
48SPDR S&P DIVIDEND ETF78464A76332,014$4.0M0.36%
49CATERPILLAR INC COMCAT17,247$3.9M0.36%
50PROCTER AND GAMBLE CO COM74271810926,022$3.9M0.35%
51UNITED PARCEL SERVICE INC CL BUPS19,913$3.9M0.35%
52JPMORGAN CHASE & CO COMVYLD29,499$3.8M0.35%
53MCDONALDS CORP COMMCD13,582$3.8M0.35%
54PEPSICO INC COMPEP20,800$3.8M0.34%
55AMDOCS LTD SHSDOX39,215$3.8M0.34%
56LOCKHEED MARTIN CORP COMLMT7,948$3.8M0.34%
57HOME DEPOT INC COMHD12,664$3.7M0.34%
58GILEAD SCIENCES INC COMGILD44,286$3.7M0.33%
59GENERAL DYNAMICS CORP COMGD15,923$3.6M0.33%
60AT&T INC COMT-PC186,524$3.6M0.33%
61STATE STR CORP COMSTT-PG46,922$3.6M0.32%
62EOG RES INC COMEOG30,926$3.5M0.32%
63VICI PPTYS INC COM925652109108,668$3.5M0.32%
64AMERICAN ELEC PWR CO INC COM02553710138,892$3.5M0.32%
65REALTY INCOME CORP COMO55,831$3.5M0.32%
66PUBLIC SVC ENTERPRISE GRP INC COM74457310655,756$3.5M0.32%
67TRAVELERS COMPANIES INC COMTRV20,286$3.5M0.32%
68TEXAS INSTRS INC COM88250810418,574$3.5M0.31%
69QUALCOMM INC COMQCOM26,940$3.4M0.31%
70APPLE INC COMAAPL20,800$3.4M0.31%
71NETAPP INC COMNTAP53,354$3.4M0.31%
72MSC INDL DIRECT INC CL A55353010640,472$3.4M0.31%
73CUMMINS INC COMCMI13,982$3.3M0.30%
74HP INC COMHPQ113,644$3.3M0.30%
75BRISTOL-MYERS SQUIBB CO COMCELG-RI47,839$3.3M0.30%
76PRICE T ROWE GROUP INC COMTROW29,368$3.3M0.30%
77ISHARES S&P 500 GROWTH ETF46428730951,057$3.3M0.30%
78CHEVRON CORP NEW COMCVX19,727$3.2M0.29%
79COMCAST CORP NEW CL ACCZ84,139$3.2M0.29%
80LYONDELLBASELL INDUSTRIES N V SHS - A -LYB33,393$3.1M0.29%
81INTERNATIONAL BUSINESS MACHS COMINTR23,769$3.1M0.28%
82KINDER MORGAN INC DEL COMEP-PC175,689$3.1M0.28%
83BROADCOM INC COMAVGO4,678$3.0M0.27%
84METLIFE INC COMMET-PF51,457$3.0M0.27%
85CISCO SYS INC COMCSCO56,593$3.0M0.27%
86TRUIST FINL CORP COM89832Q10985,753$2.9M0.27%
87VANGUARD MID-CAP GROWTH ETF92290853814,977$2.9M0.27%
88JABIL INC COMJBL30,797$2.7M0.25%
89SONOCO PRODS CO COM83549510244,037$2.7M0.24%
90ISHARES CORE S&P 500 ETF4642872006,473$2.7M0.24%
91US BANCORP DEL COM NEWUSB-PS73,635$2.7M0.24%
92MICROSOFT CORP COMMSFT9,184$2.6M0.24%
93PFIZER INC COMPFE64,686$2.6M0.24%
94PRUDENTIAL FINL INC COMPUKPF31,378$2.6M0.24%
95NATIONAL FUEL GAS CO COMNFG44,946$2.6M0.24%
96AMGEN INC COMAMGN10,727$2.6M0.24%
97VANGUARD RUSSELL 1000 GROWTH ETF92206C68039,491$2.5M0.23%
98VERTEX PHARMACEUTICALS INC COMVRTX7,852$2.5M0.23%
99PROGRESSIVE CORP COM74331510317,158$2.5M0.22%
100VERIZON COMMUNICATIONS INC COMVZ61,796$2.4M0.22%
101CVS HEALTH CORP COMCVS31,743$2.4M0.21%
102JOHNSON & JOHNSON COMJNJ15,096$2.3M0.21%
103VANGUARD VALUE ETF92290874416,556$2.3M0.21%
104SPDR S&P 500 ETF TRUSTSPY5,226$2.1M0.19%
105ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD185,923$2.1M0.19%
106TARGET CORP COMTGT12,474$2.1M0.19%
107VANGUARD MID-CAP VALUE ETF92290851215,354$2.1M0.19%
108LKQ CORP COMLKQ36,083$2.0M0.19%
109ORACLE CORP COMORCL-PD21,494$2.0M0.18%
110MICROCHIP TECHNOLOGY INC. COMMCHPP22,770$1.9M0.17%
111ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG477,467$1.9M0.17%
112ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA078,118$1.9M0.17%
113ELEVANCE HEALTH INC COMELV4,009$1.8M0.17%
114TAPESTRY INC COMTPR42,677$1.8M0.17%
115HUBBELL INC COMHUBB7,496$1.8M0.17%
116ISHARES CORE MSCI EAFE ETF46432F84227,232$1.8M0.17%
117MEDICAL PPTYS TRUST INC COM58463J304220,926$1.8M0.17%
118DARDEN RESTAURANTS INC COMDRI11,651$1.8M0.16%
119CONAGRA BRANDS INC COMCAG45,544$1.7M0.16%
120CENTERPOINT ENERGY INC COMCNP57,759$1.7M0.15%
121TRITON INTL LTD CL AG9078F10726,863$1.7M0.15%
122GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF20,824$1.7M0.15%
123MORGAN STANLEY COM NEWMS-PQ19,126$1.7M0.15%
124BJS WHSL CLUB HLDGS INC05550J10121,817$1.7M0.15%
125MAGNOLIA OIL & GAS CORP CL AMGY74,892$1.6M0.15%
126T-MOBILE US INC COMTMUSZ11,221$1.6M0.15%
127VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40920,966$1.6M0.15%
128VANGUARD SMALL-CAP GROWTH ETF9229085957,292$1.6M0.14%
129CACI INTL INC CL A1271903045,308$1.6M0.14%
130DELL TECHNOLOGIES INC CL CDELL38,727$1.6M0.14%
131AMERISOURCEBERGEN CORP COMCOR9,581$1.5M0.14%
132ACCENTURE PLC IRELAND SHS CLASS AACN5,356$1.5M0.14%
133ISHARES RUSSELL 1000 GROWTH ETF4642876146,053$1.5M0.13%
134ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA961,591$1.5M0.13%
135CONCENTRIX CORP COMCNXC11,871$1.4M0.13%
136HONEYWELL INTL INC COM4385161067,481$1.4M0.13%
137PROSPERITY BANCSHARES INC COMPB22,780$1.4M0.13%
138NEWMONT CORP COMNEMCL28,229$1.4M0.13%
139ASSURANT INC COMAIZN11,445$1.4M0.12%
140VANGUARD FTSE EMERGING MARKETS ETF92204285833,999$1.4M0.12%
141PROCTER AND GAMBLE CO COM7427181099,122$1.4M0.12%
142ALPHABET INC CAP STK CL AGOOG13,055$1.4M0.12%
143STARWOOD PPTY TR INC COMSTHO74,661$1.3M0.12%
144AMAZON COM INC COMAMZN12,740$1.3M0.12%
145JPMORGAN CHASE & CO COMVYLD9,907$1.3M0.12%
146SPDR S&P 500 ETF TRUSTSPY3,094$1.3M0.12%
147ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX848,524$1.2M0.11%
148ABBVIE INC COMABBV7,545$1.2M0.11%
149ROSS STORES INC COMROST11,196$1.2M0.11%
150MERCK & CO INC COMMRK10,972$1.2M0.11%
151PEPSICO INC COMPEP6,253$1.1M0.10%
152THE CIGNA GROUP COM1255231004,453$1.1M0.10%
153INTERNATIONAL BUSINESS MACHS COMINTR8,660$1.1M0.10%
154GENERAL MLS INC COM37033410413,055$1.1M0.10%
155GENERAL DYNAMICS CORP COMGD4,849$1.1M0.10%
156CATERPILLAR INC COMCAT4,824$1.1M0.10%
157GILEAD SCIENCES INC COMGILD13,295$1.1M0.10%
158EOG RES INC COMEOG9,385$1.1M0.10%
159NETAPP INC COMNTAP16,721$1.1M0.10%
160AMERICAN ELEC PWR CO INC COM02553710111,716$1.1M0.10%
161TRAVELERS COMPANIES INC COMTRV6,133$1.1M0.10%
162HOME DEPOT INC COMHD3,560$1.1M0.10%
163AT&T INC COMT-PC54,407$1.0M0.10%
164COMCAST CORP NEW CL ACCZ27,210$1.0M0.09%
165MCDONALDS CORP COMMCD3,687$1.0M0.09%
166REALTY INCOME CORP COMO16,256$1.0M0.09%
167PRICE T ROWE GROUP INC COMTROW9,081$1.0M0.09%
168LOCKHEED MARTIN CORP COMLMT2,165$1.0M0.09%
169TEXAS INSTRS INC COM8825081045,421$1.0M0.09%
170STATE STR CORP COMSTT-PG13,319$1.0M0.09%
171TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8036,658$1.0M0.09%
172AMDOCS LTD SHSDOX10,344$993,3340.09%
173UNITED PARCEL SERVICE INC CL BUPS5,085$986,4390.09%
174VICI PPTYS INC COM92565210929,809$972,3700.09%
175CUMMINS INC COMCMI4,017$959,5810.09%
176SPDR S&P DIVIDEND ETF78464A7637,474$924,6090.08%
177BRISTOL-MYERS SQUIBB CO COMCELG-RI13,331$923,9720.08%
178MSC INDL DIRECT INC CL A55353010610,997$923,7480.08%
179KINDER MORGAN INC DEL COMEP-PC52,629$921,5340.08%
180TRUIST FINL CORP COM89832Q10926,177$892,6360.08%
181SPDR S&P 600 SMALL CAP VALUE ETF78464A30011,394$867,9950.08%
182PUBLIC SVC ENTERPRISE GRP INC COM74457310613,625$850,8810.08%
183QUALCOMM INC COMQCOM6,583$839,8590.08%
184HP INC COMHPQ28,531$837,3850.08%
185SS&C TECHNOLOGIES HLDGS INC COMSSNC14,707$830,5040.08%
186VANECK IG FLOATING RATE ETF92189F48632,028$799,7390.07%
187US BANCORP DEL COM NEWUSB-PS21,993$792,8480.07%
188METLIFE INC COMMET-PF13,573$786,4200.07%
189VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4099,882$753,3050.07%
190PRUDENTIAL FINL INC COMPUKPF8,970$742,1780.07%
191JPMORGAN ULTRA-SHORT INCOME ETF46641Q83714,067$707,8510.06%
192VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8708,282$664,3820.06%
193UNITEDHEALTH GROUP INC COMUNH1,387$655,4820.06%
194VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,700$655,2990.06%
195APPLIED MATLS INC COM0382221055,064$622,0110.06%
196ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872425,453$597,7030.05%
197ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51523,716$591,4660.05%
198ISHARES RUSSELL 2000 ETF4642876553,158$563,3870.05%
199ALPHABET INC CAP STK CL CGOOG5,412$562,8480.05%
200ISHARES S&P SMALL-CAP 600 VALUE ETF4642878795,945$556,3930.05%
201VANGUARD SHORT-TERM TREASURY ETF92206C1029,445$552,9100.05%
202HEALTH CARE SELECT SECTOR SPDR FUND81369Y2094,263$551,8880.05%
203VISA INC COM CL AV2,432$548,3460.05%
204VALLEY NATL BANCORP COM91979410757,263$529,1100.05%
205INVESCO VARIABLE RATE PREFERRED ETFIVZ23,508$520,7020.05%
206ISHARES CORE S&P 500 ETF4642872001,209$496,9960.05%
207LYONDELLBASELL INDUSTRIES N V SHS - A -LYB5,175$485,8810.04%
208JPMORGAN ULTRA-SHORT INCOME ETF46641Q8379,305$468,2280.04%
209INVESCO VARIABLE RATE PREFERRED ETFIVZ21,082$466,9660.04%
210Valley National Bncp91979410749,765$459,8290.04%
211VANGUARD TOTAL BOND MARKET ETF9219378355,955$439,6580.04%
212LILLY ELI & CO COMLLY1,269$435,8000.04%
213ISHARES CORE MSCI EAFE ETF46432F8426,388$427,0380.04%
214VANECK IG FLOATING RATE ETF92189F48617,049$425,7140.04%
215ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,436$404,2450.04%
216COSTCO WHSL CORP NEW COM22160K105791$393,1640.04%
217FINANCIAL SELECT SECTOR SPDR FUND81369Y60512,172$391,3300.04%
218VANGUARD GROWTH ETF9229087361,549$386,3830.04%
219ISHARES S&P 500 GROWTH ETF4642873095,944$379,7620.03%
220ISHARES RUSSELL 1000 VALUE ETF4642875982,494$379,7360.03%
221VANGUARD INFORMATION TECHNOLOGY ETF92204A702979$377,2270.03%
222ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,147$370,2450.03%
223VANGUARD MID-CAP GROWTH ETF9229085381,891$368,5370.03%
224ABBOTT LABS COMABLZF3,342$338,4110.03%
225CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4072,173$324,9500.03%
226DEERE & CO COMDE741$305,9440.03%
227BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A990$305,6820.03%
228VANGUARD MID-CAP VALUE ETF9229085122,262$303,2660.03%
229FORTINET INC COMFTNT4,222$280,5940.03%
230CDW CORP COMCDW1,376$268,1690.02%
231THERMO FISHER SCIENTIFIC INC COMTMO465$268,0120.02%
232FAIR ISAAC CORP COMFICO381$267,7250.02%
233VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8703,335$267,5340.02%
234HERSHEY CO COMHSY1,050$267,1310.02%
235VANGUARD VALUE ETF9229087441,902$262,6850.02%
236EATON CORP PLC SHSETN1,519$260,2650.02%
237OREILLY AUTOMOTIVE INC COM67103H107302$256,3920.02%
238ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881582,430$254,3720.02%
239ULTA BEAUTY INC COMULTA456$248,8260.02%
240BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,673$247,7600.02%
241MEDICAL PPTYS TRUST INC COM58463J30430,118$247,5700.02%
242KLA CORP COM NEWKLAC616$245,8890.02%
243ENPHASE ENERGY INC COMENPH1,158$243,5040.02%
244ADOBE SYSTEMS INCORPORATED COMADBE630$242,7830.02%
245VANGUARD SHORT-TERM TREASURY ETF92206C1024,105$240,3070.02%
246GRACO INC COMGGG3,291$240,2760.02%
247SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8485,844$239,7790.02%
248ZOETIS INC CL AZTS1,435$238,8410.02%
249LANDSTAR SYS INC COMLSTR1,322$236,9820.02%
250DUKE ENERGY CORP NEW COM NEWDUKB2,452$236,5440.02%
251CHIPOTLE MEXICAN GRILL INC COMCMG138$235,7440.02%
252AON PLC SHS CL AAON746$235,2060.02%
253HCA HEALTHCARE INC COMHCA888$234,1480.02%
254AUTOMATIC DATA PROCESSING INC COMADP1,046$232,8710.02%
255VMWARE INC CL A COM9285634021,857$231,8460.02%
256NIKE INC CL BNKE1,884$231,0540.02%
257VANGUARD TOTAL BOND MARKET ETF9219378353,109$229,5370.02%
258ENTEGRIS INC COMENTG2,731$223,9690.02%
259DANAHER CORPORATION COM235851102888$223,8120.02%
260VANGUARD S&P 500 ETF922908363586$220,3400.02%
261VANGUARD FTSE EMERGING MARKETS ETF9220428585,334$215,4940.02%
262LAUDER ESTEE COS INC CL A518439104872$214,9130.02%
263ENERGY SELECT SECTOR SPDR FUND81369Y5062,592$214,6950.02%
264VANGUARD RUSSELL 1000 GROWTH ETF92206C6803,361$211,3730.02%
265BIO-TECHNE CORP COMTECH2,848$211,2930.02%
266INTEL CORP COMINTC6,400$209,0880.02%
267SHERWIN WILLIAMS CO COMSHW917$206,1140.02%
268EMERSON ELEC CO COMEMR2,360$205,6500.02%
269COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8523,397$196,9240.02%
270GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF2,154$174,9480.02%
271SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8895,100$163,8120.01%
272WALMART INC COMWMT1,083$159,6880.01%
273INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,554$157,2340.01%
274ISHARES TIPS BOND ETF4642871761,420$156,5550.01%
275ISHARES S&P 500 VALUE ETF4642874081,026$155,7060.01%
276PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R8743,092$153,9200.01%
277INVESCO QQQ TRUSTIVZ467$149,8740.01%
278ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886462,901$146,6170.01%
279VANGUARD SMALL-CAP GROWTH ETF922908595677$146,5100.01%
280ISHARES RUSSELL 2000 ETF464287655807$143,9690.01%
281ISHARES 1-3 YEAR TREASURY BOND ETF4642874571,686$138,5220.01%
282ISHARES SELECT DIVIDEND ETF4642871681,173$137,4520.01%
283FMC CORP COM NEWFMC1,125$137,3960.01%
284BLACKSTONE INC COMBX1,500$131,7600.01%
285ABBOTT LABS COMABLZF1,300$131,6380.01%
286ISHARES CORE S&P MID-CAP ETF464287507526$131,5840.01%
287FEDEX CORP COMFDX570$130,2390.01%
2883M COMMM1,034$108,6840.01%
289ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,134$106,1310.01%
290ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX84,095$103,1530.01%
291SHOPIFY INC CL ASHOP2,150$103,0710.01%
292MATERIALS SELECT SECTOR SPDR FUND81369Y1001,275$102,8420.01%
293DISNEY WALT CO COM2546871061,010$101,1310.01%
294ZOETIS INC CL AZTS600$99,8640.01%
295COSTCO WHSL CORP NEW COM22160K105200$99,3740.01%
296EXXON MOBIL CORP COMXOM900$98,6940.01%
297SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7392,058$97,8580.01%
298ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA04,080$96,8180.01%
299RAYTHEON TECHNOLOGIES CORP COMRTX941$92,1520.01%
300PROLOGIS INC. COMPLDGP736$91,8310.01%
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302ISHARES 1-3 YEAR TREASURY BOND ETF4642874571,086$89,2260.01%
303VANGUARD SHORT-TERM BOND ETF9219378271,160$88,7280.01%
304AFLAC INC COMAFL1,375$88,7150.01%
305CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,168$87,2610.01%
306ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886461,711$86,4740.01%
307BOEING CO COMBA-PA388$82,4230.01%
308SEMPRA COMSREA542$81,9290.01%
309BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A250$77,1930.01%
310ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD13,056$74,9640.01%
311ISHARES U.S. ENERGY ETF4642877961,687$73,8060.01%
312BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W8381,475$73,6910.01%
313ROCKWELL AUTOMATION INC COMROK250$73,3630.01%
314FISERV INC COMFISV635$71,7740.01%
315BOOKING HOLDINGS INC COMBKNG27$71,6150.01%
316SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1012,390$69,8600.01%
317COCA COLA CO COMKO1,099$68,1710.01%
318ILLINOIS TOOL WKS INC COM452308109275$66,9490.01%
319APPLE HOSPITALITY REIT INC COM NEWAPLE4,299$66,7200.01%
320EDWARDS LIFESCIENCES CORP COMEW800$66,1840.01%
321MASCO CORP COMMAS1,305$64,8850.01%
322ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA92,712$64,6000.01%
323COCA COLA CO COMKO1,000$62,0300.01%
324ISHARES RUSSELL 2000 VALUE ETF464287630438$60,0150.01%
325ECOLAB INC COMECL350$57,9360.01%
326KROGER CO COMKR1,150$56,7760.01%
327CONOCOPHILLIPS COMCOP560$55,5580.01%
328KIMBERLY-CLARK CORP COMKMB400$53,6880.00%
329ISHARES U.S. PHARMACEUTICALS ETF464288836300$52,5830.00%
330ASTRAZENECA PLC SPONSORED ADRAZN750$52,0580.00%
331MASTERCARD INCORPORATED CL AMA142$51,6040.00%
332VANGUARD TAX-EXEMPT BOND ETF922907746996$50,4570.00%
333BLACKROCK INC COMBLK75$50,1840.00%
334ANALOG DEVICES INC COMADI250$49,3050.00%
335RAYTHEON TECHNOLOGIES CORP COMRTX500$48,9650.00%
336ISHARES NATIONAL MUNI BOND ETF464288414430$46,3280.00%
337NEXTERA ENERGY INC COMNEE-PW600$46,2480.00%
338UTILITIES SELECT SECTOR SPDR FUND81369Y886680$46,0290.00%
339INTEL CORP COMINTC1,400$45,7380.00%
340DISNEY WALT CO COM254687106452$45,2590.00%
341XCEL ENERGY INC COMXELLL671$45,2520.00%
342ENTERPRISE PRODS PARTNERS L P COM2937921071,725$44,6780.00%
343OCCIDENTAL PETE CORP COM674599105700$43,7010.00%
344SPDR S&P 600 SMALL CAP VALUE ETF78464A300568$43,2700.00%
345UNITEDHEALTH GROUP INC COMUNH91$43,0060.00%
346BANK AMERICA CORP COM0605051041,500$42,9000.00%
347VANGUARD TOTAL STOCK MARKET ETF922908769210$42,8610.00%
348VANECK SHORT MUNI ETF92189F5282,407$40,9190.00%
349ISHARES CORE U.S. AGGREGATE BOND ETF464287226410$40,8520.00%
350VANGUARD DIVIDEND APPRECIATION ETF921908844245$37,7320.00%
351WISDOMTREE FLOATING RATE TREASURY FUNDWT739$37,1500.00%
352Vanguard S/T Corp92206C409478$36,4380.00%
353PNC FINL SVCS GROUP INC COM693475105275$34,9530.00%
354THERMO FISHER SCIENTIFIC INC COMTMO60$34,5820.00%
355STANLEY BLACK & DECKER INC COMSWK425$34,2470.00%
356NORFOLK SOUTHN CORP COM655844108161$34,1320.00%
357ISHARES MSCI USA ESG SELECT ETF464288802388$34,0550.00%
358WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT548$33,8990.00%
359Ishares TIPS Bnd ETF464287176305$33,6260.00%
360BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W838646$32,2740.00%
361MASTERCARD INCORPORATED CL AMA87$31,6170.00%
362ISHARES NATIONAL MUNI BOND ETF464288414293$31,5680.00%
363ALLSTATE CORP COMALL-PJ283$31,3590.00%
364CMS ENERGY CORP COMCMS-PC500$30,6900.00%
365PAYCHEX INC COMPAYX265$30,3660.00%
366ISHARES CORE MSCI EMERGING MARKETS ETF46434G103614$29,9570.00%
367ISHARES CORE U.S. AGGREGATE BOND ETF464287226300$29,8920.00%
368KRAFT HEINZ CO COMKHC733$28,3450.00%
369VISA INC COM CL AV125$28,1830.00%
370MONDELEZ INTL INC CL A609207105400$27,8880.00%
371NVIDIA CORPORATION COMNVDA100$27,8800.00%
372REAL ESTATE SELECT SECTOR SPDR FUND81369Y860738$27,5860.00%
373ISHARES U.S. REAL ESTATE ETF464287739323$27,4230.00%
374GALLAGHER ARTHUR J & CO COM363576109143$27,3570.00%
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376NVIDIA CORPORATION COMNVDA96$26,6660.00%
377ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158250$26,1700.00%
378TELEFLEX INCORPORATED COMTFX100$25,3310.00%
379SNAP ON INC COMSNA100$24,6890.00%
380WASTE MGMT INC DEL COM94106L109150$24,4760.00%
381CONSTELLATION BRANDS INC CL ASTZ100$22,5890.00%
382VANGUARD TOTAL STOCK MARKET ETF922908769110$22,4510.00%
383ADOBE SYSTEMS INCORPORATED COMADBE56$21,5810.00%
384ISHARES GOLD TRUSTIAU575$21,4880.00%
385VANGUARD INTERMEDIATE-TERM BOND ETF921937819277$21,2570.00%
386ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281244$21,0520.00%
3873M CO COMMMM200$21,0220.00%
388SOUTHERN CO COMSOMN300$20,8740.00%
389GABELLI DIVID & INCOME TR COM36242H1041,000$20,7900.00%
390VALLEY NATL BANCORP COM9197941072,174$20,0880.00%
391PPG INDS INC COM693506107150$20,0370.00%
392ESCO TECHNOLOGIES INC COMESE200$19,0900.00%
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394SPDR GOLD SHARESGLD100$18,3220.00%
395ALTRIA GROUP INC COMMO407$18,1600.00%
396CSX CORP COMCSX600$17,9640.00%
397NOVO-NORDISK A S ADRNONOF112$17,8240.00%
398ISHARES BIOTECHNOLOGY ETF464287556138$17,8240.00%
399NOVARTIS AG SPONSORED ADRNVSEF193$17,7560.00%
400PHILLIPS 66 COMPSX175$17,7420.00%
401AMERICAN EXPRESS CO COMAXP105$17,3200.00%
402DIAGEO PLC SPON ADR NEWDGEAF89$16,1250.00%
403VANECK INTERMEDIATE MUNI ETF92189H201327$15,1960.00%
404DOVER CORP COMDOV100$15,1940.00%
405VANGUARD REAL ESTATE ETF922908553182$15,1130.00%
406M & T BK CORP COM55261F104125$14,9460.00%
407SCHWAB U.S. MID-CAP ETF808524508219$14,8590.00%
408SCHWAB U.S. LARGE-CAP GROWTH ETF808524300226$14,7280.00%
409VANGUARD SMALL CAP VALUE ETF92290861193$14,7270.00%
410WARNER BROS DISCOVERY INC COM SER AWBD962$14,5260.00%
411WATSCO INC COMWSO-B44$13,9990.00%
412GENUINE PARTS CO COMGPC83$13,8870.00%
413ADVANCE AUTO PARTS INC COMAAP113$13,7420.00%
414LOWES COS INC COM54866110767$13,3980.00%
415LOWES COS INC COM54866110765$12,9980.00%
416AUTODESK INC COMADSK60$12,4900.00%
417AMAZON COM INC COMAMZN120$12,3950.00%
418SPDR S&P 500SPY30$12,2820.00%
419ARCHER DANIELS MIDLAND CO COMADM150$11,9490.00%
420COLGATE PALMOLIVE CO COMCL158$11,8740.00%
421SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854221$11,1450.00%
422YUM BRANDS INC COMYUM80$10,5660.00%
423LAMB WESTON HLDGS INC COMLW100$10,4520.00%
424ALPHABET INC CAP STK CL CGOOG100$10,4000.00%
425BANK NOVA SCOTIA HALIFAX COM064149107202$10,1730.00%
426CITIZENS FINL GROUP INC COMCIA332$10,0830.00%
427UNION PAC CORP COMUNP50$10,0630.00%
428INVESCO 1-30 LADDERED TREASURY ETFIVZ330$9,8870.00%
429MEDTRONIC PLC SHSMDT121$9,7550.00%
430VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771206$9,5890.00%
431ENBRIDGE INC COMENNPF250$9,5380.00%
432EVERSOURCE ENERGY COMES119$9,3130.00%
433ABRDN PHYSICAL SILVER SHARES ETFSIVR400$9,2440.00%
434SONY GROUP CORPORATION SPONSORED ADRSNEJF100$9,0650.00%
435VANGUARD MEGA CAP VALUE ETF92191084087$8,7890.00%
436VANGUARD MID-CAP ETF92290862940$8,4370.00%
437MCKESSON CORP COMMCK22$7,8330.00%
438BROADRIDGE FINL SOLUTIONS INC COM11133T10352$7,6220.00%
439PAYPAL HLDGS INC COMPYPL100$7,5940.00%
440DANAHER CORPORATION COM23585110229$7,3090.00%
441PEMBINA PIPELINE CORP COMPPLOF212$6,8690.00%
442ASSOCIATED BANC CORP COMASBA376$6,7600.00%
443RUMBLE INC COM CL ARUMBW650$6,5000.00%
444ISHARES GLOBAL CLEAN ENERGY ETF464288224325$6,4290.00%
445AZENTA INC COMAZTA125$5,5780.00%
446FIDELITY NATL INFORMATION SVCS COM31620M10698$5,3240.00%
447MERCADOLIBRE INC COMMELI4$5,2720.00%
448YUM CHINA HLDGS INC COMYUMC80$5,0710.00%
449LUMENTUM HLDGS INC COMLITE91$4,9150.00%
450VANGUARD LONG-TERM BOND ETF92193779364$4,9050.00%
451NUVEEN NEW YORK AMT QLT MUNICP COMNU457$4,8300.00%
452MASIMO CORP COMMASI26$4,7980.00%
453NORTHROP GRUMMAN CORP COMNOC10$4,6170.00%
454AMPHENOL CORP NEW CL A03209510150$4,0860.00%
455VEEVA SYS INC CL A COMVEEV20$3,6760.00%
456OCCIDENTAL PETE CORP WT EXP 08032767459916287$3,5670.00%
457FORD MTR CO DEL COM345370860250$3,1500.00%
458DUPONT DE NEMOURS INC COMDD43$3,0860.00%
459AMERIPRISE FINL INC COM03076C10610$3,0650.00%
460CONSTELLATION BRANDS INC CL ASTZ13$2,9370.00%
461DOLLAR GEN CORP NEW COM25667710513$2,7360.00%
462SPDR Doubleline78467V84864$2,6260.00%
463CORTEVA INC COMCTVA43$2,5930.00%
464TYSON FOODS INC CL ATSN43$2,5510.00%
465SPDR S&P Div ETF78464A76320$2,4740.00%
466DOW INC COMDOW43$2,3570.00%
467TRACTOR SUPPLY CO COMTSCO10$2,3500.00%
468JD.COM INC SPON ADR CL AJDCMF44$1,9310.00%
469THE TRADE DESK INC COM CL A88339J10530$1,8270.00%
470Ishares US Real Estate ETF46428773921$1,7830.00%
471MCCORMICK & CO INC COM NON VTGMKC-V20$1,6640.00%
472HALEON PLC SPON ADSHLNCF175$1,4250.00%
473STANLEY BLACK & DECKER INC COMSWK17$1,3700.00%
474Vanguard Total Bond92193783517$1,2550.00%
475ADVANCED MICRO DEVICES INC COMAMD10$9800.00%
476WELLS FARGO CO NEW COM94974610126$9720.00%
477MATCH GROUP INC NEW COMMTCH23$8830.00%
478EMBOTELLADORA ANDINA S A SPON ADR B29081P30349$7620.00%
479TERADATA CORP DEL COMTDC18$7250.00%
480Ishares Iboxx Inv Gr4642872426$6580.00%
481AVANOS MED INC COMAVNS21$6250.00%
482CHEMOURS CO COMCC20$5990.00%
483NCR CORP NEW COMNCRRP18$4250.00%
484ADVANSIX INC COMASIX9$3440.00%
485FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8468$3420.00%
486FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF33741X2019$3360.00%
487FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5006$3130.00%
488KYNDRYL HLDGS INC COMMON STOCKKD20$2950.00%
489FIRST TRUST INDXX NEXTG ETF33737K2054$2780.00%
490FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R7206$2560.00%
491SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R6485$2140.00%
492CODEXIS INC COMCDXS50$2070.00%
493SIRIUS XM HOLDINGS INC COMSIRI52$2050.00%
494ZOOM VIDEO COMMUNICATIONS INC CL AZM2$1480.00%
495TRINITY INDS INC COM8965221095$1320.00%
496LIONS GATE ENTMNT CORP CL B NON VTG53591950011$1140.00%
497ISHARES TIPS BOND ETF4642871761$990.00%
498LIFE STORAGE INC COM53223X1071$890.00%
499WP CAREY INC COM92936U1091$690.00%
500ON SEMICONDUCTOR CORP COMON1$580.00%