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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 Q3 2023 · Filed July 28, 2023 · Accession 0000924166-23-000006

Total Value
$1.11B
Positions
499
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (499)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL219,522$42.6M3.82%
2BROADCOM INC COMAVGO36,379$31.6M2.83%
3MICROSOFT CORP COMMSFT83,181$28.3M2.54%
4JABIL INC COMJBL238,670$25.8M2.31%
5ORACLE CORP COMORCL-PD198,324$23.6M2.12%
6HUBBELL INC COMHUBB66,089$21.9M1.97%
7AMERISOURCEBERGEN CORP COMCOR108,653$20.9M1.88%
8MICROCHIP TECHNOLOGY INC. COMMCHPP231,854$20.8M1.87%
9CISCO SYS INC COMCSCO391,822$20.3M1.82%
10VERTEX PHARMACEUTICALS INC COMVRTX57,140$20.1M1.81%
11CHEVRON CORP NEW COMCVX119,303$18.8M1.69%
12ACCENTURE PLC IRELAND SHS CLASS AACN60,241$18.6M1.67%
13SONOCO PRODS CO COM835495102304,227$18.0M1.61%
14CACI INTL INC CL A12719030451,884$17.7M1.59%
15ALPHABET INC CAP STK CL AGOOG146,583$17.5M1.58%
16JOHNSON & JOHNSON COMJNJ105,333$17.4M1.57%
17METLIFE INC COMMET-PF307,932$17.4M1.56%
18DELL TECHNOLOGIES INC CL CDELL319,973$17.3M1.55%
19AMGEN INC COMAMGN76,570$17.0M1.53%
20PROGRESSIVE CORP COM743315103128,173$17.0M1.52%
21ELEVANCE HEALTH INC COMELV38,171$17.0M1.52%
22HONEYWELL INTL INC COM43851610681,561$16.9M1.52%
23TAPESTRY INC COMTPR393,916$16.9M1.51%
24TRITON INTL LTD CL AG9078F107201,378$16.8M1.51%
25LKQ CORP COMLKQ281,869$16.4M1.48%
26ROSS STORES INC COMROST144,294$16.2M1.45%
27DARDEN RESTAURANTS INC COMDRI96,623$16.1M1.45%
28NATIONAL FUEL GAS CO COMNFG307,533$15.8M1.42%
29THE CIGNA GROUP COM12552310056,188$15.8M1.42%
30MORGAN STANLEY COM NEWMS-PQ179,085$15.3M1.37%
31PFIZER INC COMPFE408,434$15.0M1.35%
32T-MOBILE US INC COMTMUSZ106,757$14.8M1.33%
33CVS HEALTH CORP COMCVS212,700$14.7M1.32%
34CONAGRA BRANDS INC COMCAG431,898$14.6M1.31%
35VERIZON COMMUNICATIONS INC COMVZ389,551$14.5M1.30%
36MAGNOLIA OIL & GAS CORP CL AMGY654,687$13.7M1.23%
37SS&C TECHNOLOGIES HLDGS INC COMSSNC217,645$13.2M1.18%
38STARWOOD PPTY TR INC COMSTHO661,327$12.8M1.15%
39ASSURANT INC COMAIZN101,928$12.8M1.15%
40TARGET CORP COMTGT93,729$12.4M1.11%
41BJS WHSL CLUB HLDGS INC05550J101195,478$12.3M1.11%
42PROSPERITY BANCSHARES INC COMPB209,491$11.8M1.06%
43NEWMONT CORP COMNEMCL249,418$10.6M0.96%
44CONCENTRIX CORP COMCNXC83,042$6.7M0.60%
45MERCK & CO INC COMMRK38,229$4.4M0.40%
46CATERPILLAR INC COMCAT16,509$4.1M0.36%
47BROADCOM INC COMAVGO4,644$4.0M0.36%
48JPMORGAN CHASE & CO COMVYLD27,221$4.0M0.36%
49APPLE INC COMAAPL20,277$3.9M0.35%
50NETAPP INC COMNTAP51,029$3.9M0.35%
51SPDR S&P DIVIDEND ETF78464A76331,110$3.8M0.34%
52MCDONALDS CORP COMMCD12,592$3.8M0.34%
53PROCTER AND GAMBLE CO COM74271810924,518$3.7M0.33%
54HOME DEPOT INC COMHD11,917$3.7M0.33%
55MSC INDL DIRECT INC CL A55353010638,344$3.7M0.33%
56PEPSICO INC COMPEP19,585$3.6M0.33%
57AMDOCS LTD SHSDOX36,581$3.6M0.32%
58ABBVIE INC COMABBV26,839$3.6M0.32%
59UNITED PARCEL SERVICE INC CL BUPS20,148$3.6M0.32%
60GENERAL MLS INC COM37033410447,068$3.6M0.32%
61ISHARES S&P 500 GROWTH ETF46428730949,780$3.5M0.32%
62GENERAL DYNAMICS CORP COMGD15,916$3.4M0.31%
63LOCKHEED MARTIN CORP COMLMT7,409$3.4M0.31%
64HP INC COMHPQ110,398$3.4M0.30%
65EOG RES INC COMEOG29,392$3.4M0.30%
66TRAVELERS COMPANIES INC COMTRV19,358$3.4M0.30%
67PUBLIC SVC ENTERPRISE GRP INC COM74457310653,583$3.4M0.30%
68TEXAS INSTRS INC COM88250810418,617$3.4M0.30%
69STATE STR CORP COMSTT-PG45,756$3.3M0.30%
70COMCAST CORP NEW CL ACCZ80,555$3.3M0.30%
71CUMMINS INC COMCMI13,553$3.3M0.30%
72VICI PPTYS INC COM925652109104,794$3.3M0.30%
73JABIL INC COMJBL30,164$3.3M0.29%
74REALTY INCOME CORP COMO53,720$3.2M0.29%
75GILEAD SCIENCES INC COMGILD41,613$3.2M0.29%
76PRICE T ROWE GROUP INC COMTROW28,604$3.2M0.29%
77AMERICAN ELEC PWR CO INC COM02553710137,581$3.2M0.28%
78QUALCOMM INC COMQCOM26,428$3.1M0.28%
79US BANCORP DEL COM NEWUSB-PS93,117$3.1M0.28%
80INTERNATIONAL BUSINESS MACHS COMINTR22,812$3.1M0.27%
81MICROSOFT CORP COMMSFT8,916$3.0M0.27%
82VANGUARD MID-CAP GROWTH ETF92290853814,710$3.0M0.27%
83CHEVRON CORP NEW COMCVX19,085$3.0M0.27%
84BRISTOL-MYERS SQUIBB CO COMCELG-RI46,649$3.0M0.27%
85LYONDELLBASELL INDUSTRIES N V SHS - A -LYB32,360$3.0M0.27%
86KINDER MORGAN INC DEL COMEP-PC169,838$2.9M0.26%
87AT&T INC COMT-PC183,014$2.9M0.26%
88CISCO SYS INC COMCSCO55,756$2.9M0.26%
89PRUDENTIAL FINL INC COMPUKPF31,599$2.8M0.25%
90ISHARES CORE S&P 500 ETF4642872006,251$2.8M0.25%
91VANGUARD RUSSELL 1000 GROWTH ETF92206C68038,646$2.7M0.25%
92SONOCO PRODS CO COM83549510243,390$2.6M0.23%
93ORACLE CORP COMORCL-PD21,045$2.5M0.23%
94TRUIST FINL CORP COM89832Q10981,514$2.5M0.22%
95JOHNSON & JOHNSON COMJNJ14,929$2.5M0.22%
96VERTEX PHARMACEUTICALS INC COMVRTX6,926$2.4M0.22%
97HUBBELL INC COMHUBB7,346$2.4M0.22%
98AMGEN INC COMAMGN10,586$2.4M0.21%
99VERIZON COMMUNICATIONS INC COMVZ63,190$2.4M0.21%
100PFIZER INC COMPFE63,758$2.3M0.21%
101SPDR S&P 500 ETF TRUSTSPY5,175$2.3M0.21%
102NATIONAL FUEL GAS CO COMNFG44,459$2.3M0.21%
103METLIFE INC COMMET-PF40,148$2.3M0.20%
104VANGUARD VALUE ETF92290874415,958$2.3M0.20%
105PROGRESSIVE CORP COM74331510316,871$2.2M0.20%
106TRITON INTL LTD CL AG9078F10726,480$2.2M0.20%
107CVS HEALTH CORP COMCVS31,537$2.2M0.20%
108ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD187,912$2.1M0.19%
109VANGUARD MID-CAP VALUE ETF92290851214,970$2.1M0.19%
110LKQ CORP COMLKQ35,543$2.1M0.19%
111DELL TECHNOLOGIES INC CL CDELL38,265$2.1M0.19%
112MEDICAL PPTYS TRUST INC COM58463J304217,081$2.0M0.18%
113MICROCHIP TECHNOLOGY INC. COMMCHPP22,370$2.0M0.18%
114ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG479,823$2.0M0.18%
115DARDEN RESTAURANTS INC COMDRI11,252$1.9M0.17%
116ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA079,885$1.9M0.17%
117CACI INTL INC CL A1271903045,336$1.8M0.16%
118AMERISOURCEBERGEN CORP COMCOR9,387$1.8M0.16%
119TAPESTRY INC COMTPR41,857$1.8M0.16%
120ISHARES CORE MSCI EAFE ETF46432F84226,444$1.8M0.16%
121ELEVANCE HEALTH INC COMELV4,014$1.8M0.16%
122GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF19,736$1.7M0.15%
123ALPHABET INC CAP STK CL AGOOG14,062$1.7M0.15%
124VANGUARD SMALL-CAP GROWTH ETF9229085957,174$1.6M0.15%
125AMAZON COM INC COMAMZN12,488$1.6M0.15%
126ACCENTURE PLC IRELAND SHS CLASS AACN5,270$1.6M0.15%
127TARGET CORP COMTGT12,281$1.6M0.15%
128MORGAN STANLEY COM NEWMS-PQ18,726$1.6M0.14%
129VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40920,987$1.6M0.14%
130MAGNOLIA OIL & GAS CORP CL AMGY74,032$1.5M0.14%
131T-MOBILE US INC COMTMUSZ11,074$1.5M0.14%
132ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA965,063$1.5M0.14%
133HONEYWELL INTL INC COM4385161067,297$1.5M0.14%
134CONAGRA BRANDS INC COMCAG44,830$1.5M0.14%
135STARWOOD PPTY TR INC COMSTHO74,703$1.4M0.13%
136ISHARES RUSSELL 1000 GROWTH ETF4642876145,205$1.4M0.13%
137ASSURANT INC COMAIZN11,333$1.4M0.13%
138SPDR S&P 500 ETF TRUSTSPY3,094$1.4M0.12%
139BJS WHSL CLUB HLDGS INC05550J10121,603$1.4M0.12%
140VANGUARD FTSE EMERGING MARKETS ETF92204285833,350$1.4M0.12%
141PROCTER AND GAMBLE CO COM7427181098,894$1.3M0.12%
142JPMORGAN CHASE & CO COMVYLD9,061$1.3M0.12%
143NEWMONT CORP COMNEMCL30,179$1.3M0.12%
144PROSPERITY BANCSHARES INC COMPB22,633$1.3M0.11%
145NETAPP INC COMNTAP16,330$1.2M0.11%
146ROSS STORES INC COMROST11,109$1.2M0.11%
147THE CIGNA GROUP COM1255231004,421$1.2M0.11%
148MERCK & CO INC COMMRK10,713$1.2M0.11%
149ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX848,264$1.2M0.11%
150CATERPILLAR INC COMCAT4,736$1.2M0.10%
151TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8036,615$1.2M0.10%
152INTERNATIONAL BUSINESS MACHS COMINTR8,565$1.1M0.10%
153PEPSICO INC COMPEP6,171$1.1M0.10%
154COMCAST CORP NEW CL ACCZ26,849$1.1M0.10%
155TEXAS INSTRS INC COM8825081046,134$1.1M0.10%
156US BANCORP DEL COM NEWUSB-PS33,115$1.1M0.10%
157HOME DEPOT INC COMHD3,518$1.1M0.10%
158ABBVIE INC COMABBV8,094$1.1M0.10%
159MCDONALDS CORP COMMCD3,625$1.1M0.10%
160GENERAL DYNAMICS CORP COMGD4,928$1.1M0.10%
161EOG RES INC COMEOG9,255$1.1M0.10%
162GENERAL MLS INC COM37033410413,750$1.1M0.09%
163MSC INDL DIRECT INC CL A55353010610,930$1.0M0.09%
164UNITED PARCEL SERVICE INC CL BUPS5,757$1.0M0.09%
165GILEAD SCIENCES INC COMGILD13,100$1.0M0.09%
166PRICE T ROWE GROUP INC COMTROW8,956$1.0M0.09%
167AMDOCS LTD SHSDOX10,072$995,6170.09%
168TRAVELERS COMPANIES INC COMTRV5,635$978,5740.09%
169LOCKHEED MARTIN CORP COMLMT2,125$978,3080.09%
170CUMMINS INC COMCMI3,970$973,2850.09%
171AMERICAN ELEC PWR CO INC COM02553710111,550$972,5100.09%
172SS&C TECHNOLOGIES HLDGS INC COMSSNC15,910$964,1460.09%
173REALTY INCOME CORP COMO16,025$958,1350.09%
174STATE STR CORP COMSTT-PG13,080$957,1940.09%
175AT&T INC COMT-PC59,668$951,7050.09%
176CONCENTRIX CORP COMCNXC11,665$941,9490.08%
177VICI PPTYS INC COM92565210929,319$921,4960.08%
178PRUDENTIAL FINL INC COMPUKPF10,103$891,2870.08%
179KINDER MORGAN INC DEL COMEP-PC51,604$888,6210.08%
180SPDR S&P DIVIDEND ETF78464A7637,237$887,1110.08%
181SPDR S&P 600 SMALL CAP VALUE ETF78464A30011,421$881,5870.08%
182QUALCOMM INC COMQCOM7,388$879,4680.08%
183HP INC COMHPQ28,029$860,7710.08%
184TRUIST FINL CORP COM89832Q10927,698$840,6340.08%
185BRISTOL-MYERS SQUIBB CO COMCELG-RI13,106$838,1290.08%
186PUBLIC SVC ENTERPRISE GRP INC COM74457310613,350$835,8440.08%
187VANECK IG FLOATING RATE ETF92189F48632,415$818,4790.07%
188VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8709,632$761,2170.07%
189VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,700$751,6720.07%
190ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51529,682$727,1980.07%
191JPMORGAN ULTRA-SHORT INCOME ETF46641Q83714,292$716,6010.06%
192VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4099,455$715,3650.06%
193ALPHABET INC CAP STK CL CGOOG5,412$654,6900.06%
194VANGUARD SHORT-TERM TREASURY ETF92206C10211,261$650,0980.06%
195LILLY ELI & CO COMLLY1,263$592,3220.05%
196ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872425,437$587,9570.05%
197HEALTH CARE SELECT SECTOR SPDR FUND81369Y2094,214$559,3240.05%
198ISHARES RUSSELL 2000 ETF4642876552,807$525,6670.05%
199ISHARES S&P SMALL-CAP 600 VALUE ETF4642878795,391$512,6300.05%
200INVESCO VARIABLE RATE PREFERRED ETFIVZ22,920$509,9700.05%
201ISHARES CORE S&P 500 ETF4642872001,144$509,8920.05%
202ISHARES 3-7 YEAR TREASURY BOND ETF4642886614,069$468,9930.04%
203LYONDELLBASELL INDUSTRIES N V SHS - A -LYB5,032$462,0890.04%
204VALLEY NATL BANCORP COM91979410758,103$450,2980.04%
205UNITEDHEALTH GROUP INC COMUNH928$446,0340.04%
206JPMORGAN ULTRA-SHORT INCOME ETF46641Q8378,793$440,8810.04%
207VANGUARD GROWTH ETF9229087361,549$438,3050.04%
208INVESCO VARIABLE RATE PREFERRED ETFIVZ19,281$429,0020.04%
209VANECK IG FLOATING RATE ETF92189F48616,979$428,7200.04%
210ISHARES CORE MSCI EAFE ETF46432F8426,241$421,2680.04%
211VANGUARD INFORMATION TECHNOLOGY ETF92204A702947$418,5560.04%
212VANGUARD TOTAL BOND MARKET ETF9219378355,685$413,2430.04%
213NVIDIA CORPORATION COMNVDA971$410,9100.04%
214FINANCIAL SELECT SECTOR SPDR FUND81369Y60511,896$401,0140.04%
215ISHARES S&P 500 GROWTH ETF4642873095,642$397,6480.04%
216COSTCO WHSL CORP NEW COM22160K105736$396,3990.04%
217ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,436$396,0330.04%
218VANGUARD MID-CAP GROWTH ETF9229085381,794$369,1510.03%
219ABBOTT LABS COMABLZF3,347$364,8900.03%
220CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4072,141$363,5630.03%
221APPLIED MATLS INC COM0382221052,440$352,6780.03%
222BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A990$337,5900.03%
223FORTINET INC COMFTNT4,162$314,6060.03%
224ADOBE SYSTEMS INCORPORATED COMADBE630$308,0640.03%
225DEERE & CO COMDE744$301,4610.03%
226VANGUARD MID-CAP VALUE ETF9229085122,139$295,9950.03%
227BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,649$295,6280.03%
228FAIR ISAAC CORP COMFICO365$295,3620.03%
229KLA CORP COM NEWKLAC598$290,0420.03%
230CHIPOTLE MEXICAN GRILL INC COMCMG135$288,7650.03%
231OREILLY AUTOMOTIVE INC COM67103H107298$284,6790.03%
232GRACO INC COMGGG3,235$279,3420.03%
233LPL FINL HLDGS INC COM50212V1001,278$277,8760.02%
234VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8703,509$277,3160.02%
235SYNOPSYS INC COMSNPS627$273,0020.02%
236HCA HEALTHCARE INC COMHCA888$269,4900.02%
237VMWARE INC CL A COM9285634021,851$265,9700.02%
238MEDICAL PPTYS TRUST INC COM58463J30428,405$263,0300.02%
239HERSHEY CO COMHSY1,050$262,1850.02%
240AON PLC SHS CL AAON741$255,7930.02%
241CDW CORP COMCDW1,391$255,2490.02%
242LANDSTAR SYS INC COMLSTR1,316$253,3830.02%
243ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881582,430$252,8170.02%
244VISA INC COM CL AV1,056$250,7790.02%
245VANGUARD VALUE ETF9229087441,764$250,6640.02%
246VANGUARD RUSSELL 1000 GROWTH ETF92206C6803,516$248,7920.02%
247ZOETIS INC CL AZTS1,435$247,1210.02%
248SHERWIN WILLIAMS CO COMSHW926$245,8720.02%
249THERMO FISHER SCIENTIFIC INC COMTMO467$243,6570.02%
250VANGUARD S&P 500 ETF922908363586$238,6260.02%
251SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V8485,844$236,9740.02%
252VANGUARD SHORT-TERM TREASURY ETF92206C1024,053$233,9800.02%
253BIO-TECHNE CORP COMTECH2,837$231,5840.02%
254AUTOMATIC DATA PROCESSING INC COMADP1,051$230,9990.02%
255COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8523,342$217,4970.02%
256DANAHER CORPORATION COM235851102898$215,5200.02%
257ULTA BEAUTY INC COMULTA456$214,5910.02%
258INTEL CORP COMINTC6,400$214,0160.02%
259VANGUARD FTSE EMERGING MARKETS ETF9220428585,256$213,8140.02%
260VANGUARD TOTAL BOND MARKET ETF9219378352,908$211,3830.02%
261DUKE ENERGY CORP NEW COM NEWDUKB2,333$209,3630.02%
262ENERGY SELECT SECTOR SPDR FUND81369Y5062,492$202,2760.02%
263ENPHASE ENERGY INC COMENPH1,178$197,2910.02%
264NIKE INC CL BNKE1,767$195,0240.02%
265WALMART INC COMWMT1,083$170,2260.02%
266INVESCO QQQ TRUST SERIES IIVZ460$169,9330.02%
267GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF1,929$168,4020.02%
268ISHARES S&P 500 VALUE ETF4642874081,026$165,3810.01%
269INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,540$165,2730.01%
270SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8895,050$164,3270.01%
271PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R8743,192$158,1000.01%
272ISHARES RUSSELL 2000 ETF464287655807$151,1270.01%
273VANGUARD SMALL-CAP GROWTH ETF922908595646$148,4120.01%
274ABBOTT LABS COMABLZF1,300$141,7260.01%
275SHOPIFY INC CL ASHOP2,150$138,8900.01%
276ISHARES 1-3 YEAR TREASURY BOND ETF4642874571,686$136,7010.01%
277ISHARES CORE S&P MID-CAP ETF464287507521$136,2310.01%
278ISHARES SELECT DIVIDEND ETF4642871681,173$132,9010.01%
279EMERSON ELEC CO COMEMR1,400$126,5460.01%
280FEDEX CORP COMFDX510$126,4290.01%
281ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886462,371$118,9530.01%
282COSTCO WHSL CORP NEW COM22160K105200$107,6760.01%
283EATON CORP PLC SHSETN520$104,5720.01%
284MATERIALS SELECT SECTOR SPDR FUND81369Y1001,255$104,0020.01%
285ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX84,095$103,5630.01%
286ZOETIS INC CL AZTS600$103,3260.01%
287SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7392,058$96,8290.01%
288EXXON MOBIL CORP COMXOM900$96,5250.01%
289AFLAC INC COMAFL1,375$95,9750.01%
290ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA04,080$95,7580.01%
291ISHARES S&P SMALL-CAP 600 VALUE ETF464287879954$90,7160.01%
292ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG43,681$90,6260.01%
293PROLOGIS INC. COMPLDGP736$90,2560.01%
294VANGUARD SHORT-TERM BOND ETF9219378271,160$87,6610.01%
295ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886461,711$85,8410.01%
296BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A250$85,2500.01%
297CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,145$84,9250.01%
298DISNEY WALT CO COM254687106935$83,4770.01%
299ROCKWELL AUTOMATION INC COMROK250$82,3630.01%
300BOEING CO COMBA-PA388$81,9300.01%
301FISERV INC COMFISV635$80,1050.01%
302SEMPRA COMSREA542$78,9100.01%
303ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD13,138$76,5040.01%
304RAYTHEON TECHNOLOGIES CORP COMRTX766$75,0370.01%
305BOOKING HOLDINGS INC COMBKNG27$72,9090.01%
306ISHARES U.S. ENERGY ETF4642877961,639$70,2150.01%
307SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1012,390$68,8080.01%
308ILLINOIS TOOL WKS INC COM452308109275$68,7940.01%
309APPLE HOSPITALITY REIT INC COM NEWAPLE4,299$64,9580.01%
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311ISHARES RUSSELL 2000 VALUE ETF464287630438$61,6700.01%
312COCA COLA CO COMKO1,000$60,2200.01%
313ISHARES 1-3 YEAR TREASURY BOND ETF464287457710$57,5670.01%
314MASTERCARD INCORPORATED CL AMA142$55,8490.01%
315KIMBERLY-CLARK CORP COMKMB400$55,2240.00%
316FMC CORP COM NEWFMC525$54,7790.00%
317ISHARES U.S. PHARMACEUTICALS ETF464288836300$53,7330.00%
318ASTRAZENECA PLC SPONSORED ADRAZN750$53,6780.00%
319VANGUARD TAX-EXEMPT BOND ETF9229077461,064$53,4340.00%
320BLACKROCK INC COMBLK75$51,8360.00%
321RAYTHEON TECHNOLOGIES CORP COMRTX500$48,9800.00%
322ANALOG DEVICES INC COMADI250$48,7030.00%
323SPDR S&P 600 SMALL CAP VALUE ETF78464A300618$47,7030.00%
324KROGER CO COMKR1,000$47,0000.00%
325VANGUARD TOTAL STOCK MARKET ETF922908769210$46,2590.00%
326ENTERPRISE PRODS PARTNERS L P COM2937921071,725$45,4540.00%
327NEXTERA ENERGY INC COMNEE-PW600$44,5200.00%
328UNITEDHEALTH GROUP INC COMUNH91$43,7380.00%
329UTILITIES SELECT SECTOR SPDR FUND81369Y886668$43,7140.00%
330BANK AMERICA CORP COM0605051041,500$43,0350.00%
331XCEL ENERGY INC COMXELLL671$41,7160.00%
332ISHARES NATIONAL MUNI BOND ETF464288414387$41,3050.00%
333OCCIDENTAL PETE CORP COM674599105700$41,1600.00%
334NVIDIA CORPORATION COMNVDA96$40,6100.00%
335VANECK SHORT MUNI ETF92189F5282,407$40,5220.00%
336VANGUARD DIVIDEND APPRECIATION ETF921908844245$39,7950.00%
337NORFOLK SOUTHN CORP COM655844108161$36,5080.00%
338ISHARES MSCI USA ESG SELECT ETF464288802388$36,3320.00%
339COCA COLA CO COMKO600$36,1320.00%
340WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT548$34,8530.00%
341PNC FINL SVCS GROUP INC COM693475105275$34,6360.00%
342CONOCOPHILLIPS COMCOP322$33,3620.00%
343STANLEY BLACK & DECKER INC COMSWK350$32,7990.00%
344CALAMOS DYNAMIC CONV & INCOME COM12811V1051,500$32,6100.00%
345BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W838646$32,2290.00%
346Vanguard S/T Corp92206C409419$31,7020.00%
347MASCO CORP COMMAS550$31,5590.00%
348GALLAGHER ARTHUR J & CO COM363576109143$31,3990.00%
349THERMO FISHER SCIENTIFIC INC COMTMO60$31,3050.00%
350ISHARES NATIONAL MUNI BOND ETF464288414293$31,2720.00%
351ALLSTATE CORP COMALL-PJ283$30,8580.00%
352ISHARES CORE MSCI EMERGING MARKETS ETF46434G103614$30,2640.00%
353VISA INC COM CL AV125$29,6850.00%
354PAYCHEX INC COMPAYX265$29,6460.00%
355ISHARES CORE U.S. AGGREGATE BOND ETF464287226300$29,3850.00%
356CMS ENERGY CORP COMCMS-PC500$29,3750.00%
357SNAP ON INC COMSNA100$28,8190.00%
358Ishares TIPS Bnd ETF464287176264$28,4120.00%
359ISHARES U.S. REAL ESTATE ETF464287739323$27,9520.00%
360ADOBE SYSTEMS INCORPORATED COMADBE56$27,3830.00%
361REAL ESTATE SELECT SECTOR SPDR FUND81369Y860717$27,0240.00%
362SPDR GOLD SHARESGLD148$26,3840.00%
363KRAFT HEINZ CO COMKHC733$26,0220.00%
364ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158250$26,0100.00%
365CONSTELLATION BRANDS INC CL ASTZ100$24,6130.00%
366VANGUARD TOTAL STOCK MARKET ETF922908769110$24,2310.00%
367TELEFLEX INCORPORATED COMTFX100$24,2030.00%
368ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515946$23,1770.00%
369PPG INDS INC COM693506107150$22,2450.00%
370INTEL CORP COMINTC650$21,7360.00%
371GABELLI DIVID & INCOME TR COM36242H1041,000$21,1300.00%
372SOUTHERN CO COMSOMN300$21,0750.00%
373ISHARES GOLD TRUSTIAU575$20,9240.00%
374VANGUARD INTERMEDIATE-TERM BOND ETF921937819277$20,8390.00%
375ESCO TECHNOLOGIES INC COMESE200$20,7260.00%
376CSX CORP COMCSX600$20,4600.00%
3773M CO COMMMM200$20,0180.00%
378ALTRIA GROUP INC COMMO407$18,4370.00%
379AMERICAN EXPRESS CO COMAXP105$18,2910.00%
380MONDELEZ INTL INC CL A609207105250$18,2350.00%
381NOVO-NORDISK A S ADRNONOF112$18,1250.00%
382SPDR GOLD SHARESGLD100$17,8270.00%
383ISHARES BIOTECHNOLOGY ETF464287556138$17,5200.00%
384SCHWAB U.S. LARGE-CAP GROWTH ETF808524300226$16,9390.00%
385VALLEY NATL BANCORP COM9197941072,174$16,8490.00%
386CENTERPOINT ENERGY INC COMCNP575$16,7610.00%
387PHILLIPS 66 COMPSX175$16,6920.00%
388AMAZON COM INC COMAMZN120$15,6430.00%
389SCHWAB U.S. MID-CAP ETF808524508219$15,5560.00%
390M & T BK CORP COM55261F104125$15,4700.00%
391VANECK INTERMEDIATE MUNI ETF92189H201327$15,0650.00%
392DOVER CORP COMDOV100$14,7650.00%
393VANGUARD SMALL CAP VALUE ETF92290861189$14,7290.00%
394ISHARES CORE HIGH DIVIDEND ETF46429B663146$14,7150.00%
395LOWES COS INC COM54866110765$14,6710.00%
396SPDR S&P 500SPY30$13,2980.00%
397AUTODESK INC COMADSK60$12,2770.00%
398COLGATE PALMOLIVE CO COMCL158$12,1720.00%
399ALPHABET INC CAP STK CL CGOOG100$12,0970.00%
400WARNER BROS DISCOVERY INC COM SER AWBD962$12,0630.00%
401LAMB WESTON HLDGS INC COMLW100$11,4950.00%
402ARCHER DANIELS MIDLAND CO COMADM150$11,3340.00%
403VANGUARD REAL ESTATE ETF922908553133$11,1130.00%
404YUM BRANDS INC COMYUM80$11,0840.00%
405UNION PAC CORP COMUNP50$10,2310.00%
406VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771206$9,4740.00%
407MCKESSON CORP COMMCK22$9,4010.00%
408ENBRIDGE INC COMENNPF250$9,2880.00%
409VANGUARD MEGA CAP VALUE ETF92191084087$9,0270.00%
410SONY GROUP CORPORATION SPONSORED ADRSNEJF100$9,0040.00%
411VANGUARD MID-CAP ETF92290862940$8,8060.00%
412ABRDN PHYSICAL SILVER SHARES ETFSIVR400$8,7400.00%
413BROADRIDGE FINL SOLUTIONS INC COM11133T10352$8,6130.00%
414SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854173$8,5250.00%
415ADVANCE AUTO PARTS INC COMAAP113$7,9440.00%
416INVESCO 1-30 LADDERED TREASURY ETFIVZ258$7,5260.00%
417DANAHER CORPORATION COM23585110229$6,9600.00%
418PEMBINA PIPELINE CORP COMPPLOF212$6,6650.00%
419LOWES COS INC COM54866110729$6,5450.00%
420ASSOCIATED BANC CORP COMASBA376$6,1020.00%
421ISHARES GLOBAL CLEAN ENERGY ETF464288224325$5,9800.00%
422AZENTA INC COMAZTA125$5,8350.00%
423MASTERCARD INCORPORATED CL AMA14$5,5060.00%
424FIDELITY NATL INFORMATION SVCS COM31620M10698$5,3610.00%
425LUMENTUM HLDGS INC COMLITE91$5,1620.00%
426ISHARES CORE U.S. AGGREGATE BOND ETF46428722652$5,0930.00%
427MERCADOLIBRE INC COMMELI4$4,7380.00%
428NUVEEN NEW YORK AMT QLT MUNICP COMNU457$4,7300.00%
429NORTHROP GRUMMAN CORP COMNOC10$4,5580.00%
430YUM CHINA HLDGS INC COMYUMC80$4,5200.00%
431MASIMO CORP COMMASI26$4,2780.00%
432AMPHENOL CORP NEW CL A03209510150$4,2480.00%
433VEEVA SYS INC CL A COMVEEV20$3,9550.00%
434FORD MTR CO DEL COM345370860250$3,7830.00%
435AMERIPRISE FINL INC COM03076C10610$3,3220.00%
436OCCIDENTAL PETE CORP WT EXP 08032767459916287$3,2470.00%
437DUPONT DE NEMOURS INC COMDD43$3,0720.00%
438SPDR Doubleline78467V84864$2,5950.00%
439CORTEVA INC COMCTVA43$2,4640.00%
440SPDR S&P Div ETF78464A76320$2,4520.00%
441THE TRADE DESK INC COM CL A88339J10530$2,3170.00%
442DOW INC COMDOW43$2,2900.00%
443TRACTOR SUPPLY CO COMTSCO10$2,2110.00%
444DOLLAR GEN CORP NEW COM25667710513$2,2070.00%
445C3 AI INC CL AAI50$1,8220.00%
446Ishares US Real Estate ETF46428773921$1,8170.00%
447MCCORMICK & CO INC COM NON VTGMKC-V20$1,7450.00%
448JD.COM INC SPON ADR CL AJDCMF44$1,5020.00%
449HALEON PLC SPON ADSHLNCF175$1,4670.00%
450Vanguard Total Bond92193783517$1,2360.00%
451ADVANCED MICRO DEVICES INC COMAMD10$1,1390.00%
452WELLS FARGO CO NEW COM94974610126$1,1100.00%
453DUBUQUE CAPITAL, INC978978978100,000$1,0000.00%
454MATCH GROUP INC NEW COMMTCH23$9630.00%
455TERADATA CORP DEL COMTDC18$9610.00%
456EMBOTELLADORA ANDINA S A SPON ADR B29081P30349$7630.00%
457CHEMOURS CO COMCC20$7380.00%
458Ishares Iboxx Inv Gr4642872426$6490.00%
459AVANOS MED INC COMAVNS21$5370.00%
460NCR CORP NEW COMNCRRP18$4540.00%
461FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8468$3630.00%
462FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF33741X2019$3460.00%
463ADVANSIX INC COMASIX9$3150.00%
464FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5006$3070.00%
465FIRST TRUST INDXX NEXTG ETF33737K2054$2870.00%
466FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R7206$2740.00%
467KYNDRYL HLDGS INC COMMON STOCKKD20$2660.00%
468SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R6485$2230.00%
469TRINITY INDS INC COM8965221095$1410.00%
470CODEXIS INC COMCDXS50$1400.00%
471ZOOM VIDEO COMMUNICATIONS INC CL AZM2$1360.00%
472ISHARES TIPS BOND ETF4642871761$960.00%
473LIONS GATE ENTMNT CORP CL B NON VTG53591950011$920.00%
474ON SEMICONDUCTOR CORP COMON1$670.00%
475CELANESE CORP DEL COMCE1$580.00%
476LUMEN TECHNOLOGIES INC COMLUMN19$430.00%
477AMERICAN INTL GROUP INC COM NEW0268747841$420.00%
478ZSCALER INC COMZS0$380.00%
479CITIGROUP INC COM NEWC-PR1$380.00%
480HANESBRANDS INC COM4103451024$180.00%
481SIRIUS XM HOLDINGS INC COMSIRI4$170.00%
482SHELL PLC SPON ADSRYDAF0$160.00%
483CRISPR THERAPEUTICS AG NAMEN AKTCRSP0$130.00%
484ISHARES 7-10 YEAR TREASURY BOND ETF4642874400$00.00%
485XTRACKERS USD HIGH YIELD CORPORATE BOND ETF2330514320$00.00%
486ISHARES MBS ETF4642885880$00.00%
487EDISON INTL COM2810201070$00.00%
488SPDR BLOOMBERG HIGH YIELD BOND ETF78468R6220$00.00%
489SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R4080$00.00%
490SPIRE INC COMSRJN0$00.00%
491ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U8530$00.00%
492AIR PRODS & CHEMS INC COMAIIR0$00.00%
493WATSCO INC COMWSO-B0$00.00%
494INVESCO PREFERRED ETFIVZ0$00.00%
495VIATRIS INC COMVTRS0$00.00%
496VANGUARD LONG-TERM CORPORATE BOND ETF92206C8130$00.00%
497INVESCO TAXABLE MUNICIPAL BOND ETFIVZ0$00.00%
498ISHARES 20 YEAR TREASURY BOND ETF4642874320$00.00%
499V F CORP COMVFC0$00.00%