Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ADIRONDACK TRUST CO

Quarter ended Q4 2025 · Filed January 8, 2026 · Accession 0001054257-26-000001

Total Value
$304.0M
Positions
624
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S & P 500 ETF TRUSTSPY55,041$37.5M12.36%
2APPLE INCAAPL66,801$18.2M5.98%
3NVIDIA CORP.NVDA89,478$16.7M5.50%
4MICROSOFT CORPMSFT23,953$11.6M3.82%
5AMAZON. COM, INCAMZN37,510$8.7M2.85%
6ETF VANGUARD RUSSELL 300092206C59927,050$8.1M2.68%
7JPMORGAN CHASE & CO COMVYLD20,780$6.7M2.21%
8S & P MIDCAP 400 DEPOSITORY RECEIPTS ETFMDY9,893$6.0M1.97%
9ISHARES RUSSELL 1000 GROWTH ETF46428761411,659$5.5M1.82%
10BERKSHIRE HATHAWAY INC. DEL CLASS BBRK-A9,709$4.9M1.61%
11ELI LILLY & COLLY3,739$4.0M1.32%
12JOHNSON & JOHNSONJNJ19,021$3.9M1.30%
13META PLATFORMS INCMETA5,866$3.9M1.28%
14ISHARES CORE S&P SMALL-CAP ETF46428780431,278$3.8M1.24%
15CATERPILLAR INCCAT6,424$3.7M1.21%
16ISHARES CORE TOTAL US AGGREGATE BOND ETF46428722634,098$3.4M1.12%
17PROCTER & GAMBLE CO74271810923,253$3.3M1.10%
18ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486152,141$3.2M1.06%
19VANGUARD GROWTH ETF9229087366,388$3.1M1.03%
20ISHARES TIPS BOND ETF46428717628,116$3.1M1.02%
21HOME DEPOT INCHD8,554$2.9M0.97%
22ISHARES IBONDS DEC 2030 TERM CORP-ETF46436E726129,831$2.9M0.94%
23MCDONALDS CORPMCD9,225$2.8M0.93%
24ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205120,148$2.8M0.93%
25TECHNOLOGY SELECT SECT SPDR81369Y80319,122$2.8M0.91%
26VANGUARD TOTAL STOCK MARKET ETF9229087698,164$2.7M0.90%
27ABBVIE INC.ABBV11,862$2.7M0.89%
28WALMART INCWMT23,813$2.7M0.87%
29ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515100,125$2.5M0.84%
30SPDR S & P 500 ETF TRUSTSPY3,635$2.5M0.82%
31EXXON MOBIL CORPXOM19,246$2.3M0.76%
32CISCO SYSTEMS INC.CSCO29,911$2.3M0.76%
33TESLA MOTORS INCTSLA4,886$2.2M0.72%
34APPLIED MATL INC0382221058,246$2.1M0.70%
35CHEVRON CORPORATIONCVX13,778$2.1M0.69%
36PEPSICO INCPEP14,251$2.0M0.67%
37INTL BUSINESS MACHINESINTR6,746$2.0M0.66%
38WASTE MANAGEMENT INC NEW94106L1099,050$2.0M0.65%
39LOCKHEED MARTIN CORPLMT4,108$2.0M0.65%
40NEXTERA ENERGY INCNEE-PW24,595$2.0M0.65%
41ISHARES TRUST IBONDS DEC2032TERM CORP ETF46436E31276,950$2.0M0.65%
42ISHARES S & P 100 ETF4642871015,545$1.9M0.63%
43COCA COLA COKO25,908$1.8M0.60%
44VANGUARD MID-CAP ETF9229086296,038$1.8M0.58%
45VISA INC - CLASS A SHARESV4,731$1.7M0.55%
46QUALCOMM INCQCOM9,291$1.6M0.52%
47ISHARES IBONDS DEC 2033 TERMCORPORATE ETF46436E13059,751$1.6M0.51%
48ORACLE CORPORATIONORCL-PD7,926$1.5M0.51%
49VANECK SEMICONDUCTOR ETF92189F6764,198$1.5M0.50%
50BLACKROCK INCBLK1,294$1.4M0.46%
51ADVANCED MICRO DEVICES INCAMD6,403$1.4M0.45%
52COSTCO WHSL CORP NEW22160K1051,476$1.3M0.42%
53VANGUARD FTSE DEVELOPED MARKET ETF92194385819,259$1.2M0.40%
54STRYKER CORPSYK3,412$1.2M0.39%
55ISHARES RUSSELL 1000 VALUE INDEX FUND4642875985,437$1.1M0.38%
56NETFLIX INCNFLX11,677$1.1M0.36%
57BRISTOL MYERS SQUIBB COCELG-RI20,100$1.1M0.36%
58ISHARES IBONDS DEC 2027 CORPORATE ETF46435UAA944,479$1.1M0.36%
59PHILLIPS 66PSX8,156$1.1M0.35%
60MORGAN STANLEYMS-PQ5,845$1.0M0.34%
61DISNEY (WALT) COMPANY HOLDING CO2546871068,851$1.0M0.33%
62ABBOTT LABSABLZF7,857$984,3760.32%
63GE VERNOVA INC COMGEV1,469$960,0840.32%
64SOUTHERN COSOMN10,953$955,0940.31%
65ISHARES MSCI EAFE ETF FUND4642874659,943$954,8130.31%
66GENERAL DYNAMICS CORPORATIONGD2,714$913,6550.30%
67VERIZON COMMUNICATIONS INCVZ22,387$911,5710.30%
68SPDR GOLD TRUSTGLD2,118$839,3610.28%
69COLGATE PALMOLIVECL10,406$822,2670.27%
70COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8526,850$806,3580.27%
71CATERPILLAR INCCAT1,405$804,8650.27%
72ISHARES IBONDS DEC 2026 TERMCORPORATE ETF46435GAA033,145$802,7270.26%
73ISHARES IBONDS DEC 2035 TERMCORPORATE ETF46438G37230,605$793,5380.26%
74JPMORGAN BETABUILDER ETF46641Q3996,425$792,2210.26%
75CITIGROUP INC.C-PR6,772$790,2020.26%
76DANAHER CORP2358511023,407$779,9130.26%
77FINANCIAL SELECT SECTOR SPDR FUND81369Y60514,002$766,8710.25%
78MERCK & CO., INCMRK7,129$750,3780.25%
79AUTOMATIC DATA PROCESSING INCADP2,803$720,9780.24%
80ACCENTURE PLCACN2,679$718,7310.24%
81BANK OF AMERICA CORP06050510412,965$713,0750.23%
82AMERICAN EXPRESSAXP1,910$706,5860.23%
83INTEL CORPINTC18,869$696,0540.23%
84AMGEN INCORPORATEDAMGN2,047$669,9670.22%
85FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928082,980$669,5150.22%
86METLIFE INCMET-PF8,462$667,9590.22%
87ISHARES CORE S&P MID CAP ETF46428750710,073$664,8180.22%
88VALERO ENERGY NEWVLO3,992$649,8390.21%
89ENERGY SELECT SECTOR SPDR FUND81369Y50614,244$636,6810.21%
90DEERE & CO (JOHN DEERE)DE1,339$623,3870.21%
91VANGUARD SMALL CAP ETF9229087512,416$623,1300.21%
92MCDONALDS CORPMCD1,997$610,3410.20%
93ETF VANGUARD RUSSELL 300092206C5991,978$594,0310.20%
94LOWES COMPANIES INC5486611072,459$593,0060.20%
95PFIZER INCPFE23,642$588,4310.19%
96JOHNSON & JOHNSONJNJ2,832$586,0780.19%
97PROCTER & GAMBLE CO7427181093,900$558,9050.18%
98HEALTH CARE SELECT SECTOR SPDR FUND81369Y2093,531$546,5760.18%
99ABBVIE INC.ABBV2,365$540,3770.18%
100EXXON MOBIL CORPXOM4,459$536,5900.18%
101DUKE ENERGY CORPORATION NEWDUKB4,188$490,8470.16%
102PEPSICO INCPEP3,400$487,9660.16%
103INTL BUSINESS MACHINESINTR1,625$481,3240.16%
104INVESCO S&P 500 MOMENTUM ETFIVZ3,969$473,5580.16%
105HONEYWELL INTERNATIONAL INC4385161062,402$468,5860.15%
106CVS HEALTH CORPCVS5,596$444,0880.15%
107AT&T INC.T-PC17,512$434,9830.14%
108CSX CORPORATIONCSX11,953$433,2920.14%
109EMERSON ELECTRICEMR3,259$432,5310.14%
110MASTERCARD INC - CLASS AMA724$413,3070.14%
111THE WILLIAMS CO. INC.9694571006,675$401,2180.13%
112PHILIP MORRIS INTERNATIONAL W/I7181721092,453$393,4570.13%
113VANGUARD TOTAL BOND MARKET FUND ETF9219378355,275$390,6660.13%
114NORTHROP GRUMMAN CORPNOC670$382,0310.13%
115VANGUARD FTSE ALL-WORLD EX-US ETF9220427755,105$375,5230.12%
116SALESFORCE, INC.CRM1,402$371,3770.12%
117GLOBAL X ARTIFICIAL INTEL & TECH EFT37954Y6327,051$358,6060.12%
1183M CO COMMMM2,181$349,1670.12%
119AMERICAN TOWER CORPORATION03027X1001,987$348,8400.11%
120CORNING INCGLW3,887$340,3450.11%
121ETF ISHARES SILVER TRSLV5,217$336,0780.11%
122TORONTO-DOMINION BANK NEWTORO3,562$335,5400.11%
123ISHARES RUSSELL 2000 GROWTH ETF4642876481,013$327,2080.11%
124ISHARES RUSSELL 2000 ETF4642876551,312$322,9600.11%
125UNITEDHEALTH GROUP INCUNH948$312,9240.10%
126JPMORGAN CHASE & CO COMVYLD961$309,6430.10%
127CHEVRON CORPORATIONCVX1,951$297,3500.10%
128INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,892$293,4750.10%
129REGENERON PHARMACEUTICALSREGN380$293,2910.10%
130FEDEX CORPORATIONFDX1,014$292,8850.10%
131HOME DEPOT INCHD840$289,0350.10%
132VANGUARD DIVIDEND APPRECIATION INDEX FUND9219088441,280$281,3160.09%
133LOCKHEED MARTIN CORPLMT580$280,5220.09%
134ISHARES RUSSELL MIDCAP ETF4642874992,899$279,0840.09%
135ADOBE INCADBE786$275,0580.09%
136COCA COLA COKO3,847$268,9050.09%
137DOMINION ENERGY, INC.D4,582$268,4550.09%
138VANGUARD MSCI EMERGING MARKETS ETF9220428584,849$260,6290.09%
139STARBUCKS CORPORATIONSBUX3,002$252,7920.08%
140S & P MIDCAP 400 DEPOSITORY RECEIPTS ETFMDY415$250,3560.08%
141CONOCOPHILLIPSCOP2,655$248,5270.08%
142EMCOR GROUP INC. COMMON STOCKEME400$244,7120.08%
143NIKE, INCNKE3,820$243,3340.08%
144ENTERPRISE PRODUCTS PARTNERS L.P.2937921077,354$235,6940.08%
145SOUTHERN COSOMN2,695$235,0040.08%
146PUTNAM ETF TRUST FRANKLIN NYMUNICIPAL INCOME74672976329,772$233,4110.08%
147MCKESSON CORPORATIONMCK283$232,1370.08%
148MICROSOFT CORPMSFT461$222,9430.07%
149COMMERCIAL METALS COMPANY COMMON STOCKCMC3,200$221,5040.07%
150PRUDENTIAL FINANCIAL INCPUKPF1,950$220,1050.07%
151GILEAD SCIENCES, INC.GILD1,792$219,9450.07%
152DARLING INGREDIENTS INC. COMMON STOCKDAR6,100$219,6000.07%
153VERTEX PHARMACEUTICALS INCVRTX483$218,9580.07%
154CUMMINS INCCMI427$217,9590.07%
155VANGUARD RUSSELL 1000 ETF92206C730700$216,3210.07%
156VANGUARD NJ LONG-TERM TAX EXEMPT FD92204F30518,876$214,9970.07%
157ALTRIA GROUP, INC.MO3,717$214,2770.07%
158ISHARES CORE S&P SMALL-CAP ETF4642878041,755$210,9130.07%
159ISHARES US CONSUMER STAPLES EFT4642878123,095$207,1060.07%
160LEGG MASON PARTNERS EQUITY CLEARBRIGE LG GRW FD52471R3902,741$203,3820.07%
161TARGET CORPTGT2,079$203,2100.07%
162MERCK & CO., INCMRK1,885$198,4150.07%
163MPLX LPMPLXP3,700$197,4320.07%
164ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,312$195,0810.06%
165PLAINS ALL AMERICAN PIPELINE72650310510,800$193,8600.06%
166PACER SMALL CAP ETF69374H8574,350$192,9450.06%
167CAPITAL ONE FINANCIAL CORP14040H105791$191,7040.06%
168TJX COS INC NEW8725401091,246$191,3940.06%
169EMERSON ELECTRICEMR1,435$190,4530.06%
170ELI LILLY & COLLY176$189,1410.06%
171SPDR S&P DIVIDEND ETF78464A7631,355$188,5610.06%
172THE WILLIAMS CO. INC.9694571003,100$186,3410.06%
173BECTON DICKINSON & COBDX958$185,9130.06%
174TRAVELERS COS INCTRV630$182,7290.06%
175NUCORNUE1,116$182,0290.06%
176UNION PACIFIC CORPUNP786$181,8120.06%
177QUANTA SERVICES INC74762E102430$181,4800.06%
178PALO ALTO NETWORKS INCPANW979$180,3290.06%
179TAIWAN SEMICONDUCTOR MFG CO LTD ADR874039100566$171,9930.06%
180BRISTOL MYERS SQUIBB COCELG-RI3,065$165,2940.05%
181MARATHON PETROLEUM CORPORATIONMARA1,005$163,4430.05%
182AUTOMATIC DATA PROCESSING INCADP630$162,0480.05%
183AMGEN INCORPORATEDAMGN484$158,4130.05%
184ILLINOIS TOOL WORKS INC.452308109627$154,4250.05%
185CENTERPOINT ENERGY, INCCNP4,000$153,3600.05%
186CITIGROUP INC.C-PR1,305$152,2800.05%
187CASEY'S GENERAL STORES INC147528103270$149,2290.05%
188COMCAST CORP NEW CL ACCZ4,961$148,2230.05%
189VANECK URANIUM AND NUCLEAR ETF92189F6011,192$148,0420.05%
190ENTERGY CORPORATIONENO1,600$147,8880.05%
191AXON ENTERPRISE INC COMAXON259$147,0910.05%
192AMERICAN STATES WATER COMPANY COMMON STOCK0298991012,000$144,9400.05%
193DISNEY (WALT) COMPANY HOLDING CO2546871061,272$144,7130.05%
194ABBOTT LABSABLZF1,150$144,0820.05%
195WELLS FARGO & CO NEW9497461011,511$140,8240.05%
196KIMBERLY CLARKKMB1,392$140,4380.05%
197ONEOK INCOKE1,910$140,3840.05%
198NEWMONT CORPORATIONNEMCL1,392$138,9910.05%
199MUELLER INDUSTRIES INC. COMMON STOCK6247561021,200$137,7600.05%
200PHILLIPS 66PSX1,055$136,1370.04%
201CARRIER GLOBAL CORPORATIONCARR2,563$135,4240.04%
202YUM BRANDS INC.YUM880$133,1260.04%
203ISHARES U.S. TECHNOLOGY ETF464287721654$130,5900.04%
204APPLE INCAAPL480$130,4880.04%
205VALERO ENERGY NEWVLO792$128,9290.04%
206EATON CORP PLCETN400$127,4010.04%
2073M CO COMMMM785$125,6780.04%
208ISHARES IBOXX $INVESTMENT BOND FD4642872421,138$125,3960.04%
209ALLSTATE CORPALL-PJ600$124,8900.04%
210ISHARES US TREASURY BOND ETF46429B2675,396$124,2150.04%
211COLGATE PALMOLIVECL1,539$121,6110.04%
212RIO TINTO PLCRTNTF1,500$120,0440.04%
213VANGUARD VALUE ETF922908744626$119,5500.04%
214OTIS WORLDWIDE CORPORATIONOTIS1,364$119,1410.04%
215AT&T INC.T-PC4,790$118,9830.04%
216THE HERSHEY COMPANYHSY653$118,8320.04%
217ISHARES CORE TOTAL US AGGREGATE BOND ETF-W46428722W1,151$114,9610.04%
218ENERGY TRANSFER LP COM UT LTD PTNET-PI6,948$114,5010.04%
219DANAHER CORP235851102500$114,4600.04%
220ENBRIDGE INCENNPF2,371$113,3780.04%
221LULULEMON ATHLETICA INCLULU542$112,6150.04%
222J.M. SMUCKER COMPANY8326964051,117$109,2530.04%
223MCCORMICK & CO.MKC-V1,600$108,9760.04%
224T. ROWE PRICE DIVIDEND GROWTH ETF87283Q4042,296$103,2430.03%
225GATX CORPORATIONGATX600$101,7600.03%
226ISHARES MSCI USA ESG SELECT464288802729$101,5770.03%
227ASTRAZENECA PLC - ADRAZN1,102$101,3050.03%
228KIMBERLY CLARKKMB1,000$100,8900.03%
229METLIFE INCMET-PF1,277$100,8060.03%
230CISCO SYSTEMS INC.CSCO1,305$100,5230.03%
231BOEINGBA-PA450$97,7040.03%
232SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF8085247713,572$97,1570.03%
233PULTEGROUP, INC745867101815$95,5660.03%
234FLEXTRONICS INTLFLEX1,578$95,3410.03%
235UNITED PARCEL SERVICEUPS961$95,3080.03%
236ISHARES MSCI KLD 400 SOCIAL464288570734$94,5590.03%
237DUKE ENERGY CORPORATION NEWDUKB802$94,0020.03%
238YUM BRANDS INC.YUM600$90,7680.03%
239PFIZER INCPFE3,610$89,8520.03%
240ISHARES CORE S&P 500 ETF464287200131$89,7270.03%
241DTE ENERGY CODTK695$89,6410.03%
242CNX RESOURCES COPRORATION COMMON STOCKCNX2,400$88,2480.03%
243VANGUARD RUSSELL 1000 GROWTHETF92206C680714$86,9280.03%
244ETF VANGUARD TOTAL INTL STOCK9219097681,141$86,0760.03%
245PARKER HANNIFIN CORPPH97$85,2570.03%
246SYSCO CORPORATIONSYY1,132$83,4140.03%
247PRUDENTIAL FINANCIAL INCPUKPF730$82,4020.03%
248MONDELEZ INTERNATIONAL INC6092071051,513$81,4430.03%
249WASTE MANAGEMENT INC NEW94106L109370$81,2910.03%
250INVESCO S&P 500 QUALITY ETFIVZ1,082$81,1930.03%
251AIR PRODUCTS & CHEMICALS INCAIIR327$80,7740.03%
252ASML HOLDING N V N Y REGISTRY SHSASMLF73$78,0980.03%
253ARROW FINANCIAL CORPORATION0427441022,456$77,0930.03%
254US BANCORP DEL COM NEWUSB-PS1,396$74,4880.02%
255VISHAY INTERTECHNOLOGY, INC.VSH5,100$73,8990.02%
256MARVELL TECHNOLOGY INC. COMMON STOCKMRVL853$72,4770.02%
257VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF921946794800$72,0000.02%
258SPDR NYSE TECHNOLOGY ETF78464A102255$70,8590.02%
259BANK OF NEW YORK MELLON CORP064058100609$70,6970.02%
260MARRIOTT INTERNATIONAL INC. CLASS A571903202223$69,1800.02%
261KINDER MORGAN INC.EP-PC2,490$68,4230.02%
262SHERWIN WILLIAMS COMPANYSHW210$68,0430.02%
263PNC FINANCIAL SERVICES GROUP INC693475105324$67,6270.02%
264GE HEALTHCARE TECHNOLOGIES, INC.GEHC821$67,3360.02%
265AMAZON. COM, INCAMZN290$66,9370.02%
266DOW INC.DOW2,861$66,8520.02%
267ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E4863,160$66,8010.02%
268INVESCO GLOBAL WATER ETFIVZ1,500$66,2250.02%
269ISHARES S&P 500 GROWTH ETF464287309537$66,1890.02%
270ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U5152,600$66,1700.02%
271ISHARES IBONDS DEC 2030 TERM CORP-ETF46436E7262,995$66,0680.02%
272ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E2052,810$65,7540.02%
273DTE ENERGY CODTK505$65,1340.02%
274GENERAL MILLS, INC3703341041,400$65,1000.02%
275JOHN WILEY & SONS INC9682232062,100$64,3230.02%
276INTERACTIVE BROKERS GRO-CL A45841N1071,000$64,3100.02%
277HUBSPOT INC.HUBS160$64,2060.02%
278ISHARES SELECT DIVIDEND ETF464287168450$63,5120.02%
279MCGRATH RENTCORPMGRC600$62,9580.02%
280DOMINION ENERGY, INC.D1,060$62,1050.02%
281GLOBAL X MLP AND ENERGY INFRASTRUCTURE ETF37954Y2931,015$61,4270.02%
282APTARGROUP INC. COMMON STOCKATR500$60,9800.02%
283COMMERCE BANCSHARES INCCBSH1,157$60,5560.02%
284SEMPRASREA670$59,1520.02%
285TARGET CORPTGT600$58,6500.02%
286ETF SPDR S&P BIOTECH78464A870475$57,9160.02%
287LOWES COMPANIES INC548661107240$57,8780.02%
288DATADOG INC CLASS ADDOG425$57,7950.02%
289D R HORTON INC23331A109398$57,3220.02%
290CANADIAN NATURAL RESOURCES1363851011,689$57,1550.02%
291FIRST TRUST NATRUAL GAS ETF33733E8072,436$57,0010.02%
292AMEX UTILITIES SELECT INDEX SHS BEN INT81369Y8861,326$56,5890.02%
293CUMMINS INCCMI110$56,1490.02%
294ISHARES TRUST IBONDS DEC2032TERM CORP ETF46436E3122,200$56,1440.02%
295TRANSMEDICS GROUP INC.TMDX460$55,9590.02%
296CHESAPEAKE ENERGY CORPORATIONEXE500$55,1800.02%
297BOSTON SCIENTIFIC CORPBSX577$55,0160.02%
298AVERY DENNISON CORPAVY300$54,5640.02%
299AMERICAN ELEC PWR INC025537101473$54,5390.02%
300ESPEY MFG. & ELECTRONICS CORP2966501041,133$53,3970.02%
301INTEL CORPINTC1,398$51,5700.02%
302QNITY ELECTRONICS INCQ627$51,1900.02%
303ETF VANGUARD RUSSELL 200092206C664514$51,1530.02%
304DISTILLATE U.S. FUNDAMENTAL STABILITY&VALUE ETF26922A321849$50,0050.02%
305VANGUARD SMALL-CAP VALUE ETF922908611236$49,9820.02%
306MATERIAL SELECT SECTOR SPDR TRUST81369Y1001,092$49,5100.02%
307ISHARES CORE S&P MID CAP ETF464287507750$49,5000.02%
308STRYKER CORPSYK140$49,2040.02%
309PALANTIR TECHNOLOGIES INC. CLASS A COMMON STOCKPLTR274$48,7030.02%
310MACQUARIE TAX-FREE NEW YORK FD CL A9289282744,673$48,2250.02%
311EXELON CORPEXC1,090$47,5130.02%
312THERMO FISHER SCIENTIFIC, INCTMO81$46,9330.02%
313ETF ISHARES GLOBAL CLEAN ENERGY4642882242,843$46,7090.02%
314META PLATFORMS INCMETA70$46,2050.02%
315DIGITAL REALTY TRUST INC.253868103292$45,1710.01%
316ZIMMER HOLDINGS INC.ZBH500$44,9600.01%
317LINCOLN NATIONAL CORPORATION5341871091,000$44,5200.01%
318SUMMIT THERAPEUTICS INC.SMMT2,500$43,7000.01%
319NORFOLK SOUTHERN CORPORATION655844108150$43,3060.01%
320FORD MOTOR CO DEL3453708603,300$43,2960.01%
321SCWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY808524755951$42,9850.01%
322HUB GROUP INCHUBG1,000$42,6100.01%
323CENTERPOINT ENERGY, INCCNP1,100$42,1740.01%
324WALMART INCWMT375$41,7780.01%
325ISHARE HIGH YIELD BOND FACTOR EFT46435G250882$41,7530.01%
326REPLIGEN CORPORATIONRGEN250$40,9650.01%
327INTUITIVE SURGICAL INCISRG72$40,7740.01%
328CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308515$40,0030.01%
329FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF33733E500882$39,3260.01%
330SCHWAB U.S. SMALL-CAP ETF8085246071,380$39,2880.01%
331EQUIFAX INC.EFX180$39,0560.01%
332AMERIPRISE FINANCIAL INC.03076C10679$38,7350.01%
333ISHARES RUSSELL MIDCAP GROWTH INDEX FUND464287481282$38,6160.01%
334CARGURUS INC COM CL ACARG1,000$38,3400.01%
335TEXAS INSTRUMENTS882508104220$38,1650.01%
336ABM INDUSTRIES INCORPORATED COMMON STOCK000957100900$38,0610.01%
337STEPAN COSCL800$37,8880.01%
338SHELTON FDS NASDAQ 100 INDEX FD CL INV82301Q726821$37,2730.01%
339GLOBAL X AUTONOMOUS & ELECTRIC VEHICLE ETF37954Y6241,260$37,2700.01%
340SUNCOR ENERGY INC NEWSU837$37,1270.01%
341MONGODB, INC.MDB88$36,9320.01%
342VERIZON COMMUNICATIONS INCVZ898$36,5630.01%
343FEDEX CORPORATIONFDX125$36,1060.01%
344EXELON CORPEXC820$35,7400.01%
345ALBANY INTERNATIONAL CORPORATION COMMON STOCK012348108700$35,4900.01%
346ISHARES IBONDS DEC 2031 MUNIBOND ETF46438G3561,354$35,1360.01%
347T-MOBILE US INCTMUSZ171$34,7150.01%
348KROGER COMPANYKR549$34,2940.01%
349MERCADOLIBRE INCMELI17$34,2410.01%
350SCHWAB FUNDAMENTAL U.S. SMALL COMPANY INDEX ETF8085247631,080$34,0200.01%
351RIGETTI COMPUTING INC.RGTIW1,533$33,9400.01%
352ISHARES TIPS BOND ETF464287176307$33,7420.01%
353INVESCO AEROSPACE & DEFENSE EFTIVZ215$33,6750.01%
354CONSUMER DISCRETIONARY SELE CT SECTOR SPDR FUND81369Y407280$33,4340.01%
355DOW INC.DOW1,420$33,1850.01%
356ORACLE CORPORATIONORCL-PD170$33,1340.01%
357CHENIERE ENERGY, INC.LNG170$33,0450.01%
358NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FDNU2,900$32,6540.01%
359FIFTH THIRD BANCORPFITBM675$31,5960.01%
360PENTAIR PLCPNR300$31,2420.01%
361THE TRADE DESK, INC.88339J105800$30,3600.01%
362NOVARTIS AG - ADRNVSEF220$30,3310.01%
363CONSOLIDATED EDISON INCED304$30,1930.01%
364VANGUARD MEGA CAP VALUE ETF921910840210$29,6430.01%
365GENERAL MILLS, INC370334104630$29,2950.01%
366TOTALENERGIES SE ORDINARYTTE447$29,2410.01%
367BP P.L.C.BPPFF842$29,2320.01%
368SAP AKTIENGESELLSCHAFT ADRSAPGF118$28,6610.01%
369BOEINGBA-PA130$28,2250.01%
370AMCOR PLC ORDINARY SHARESAMCCF3,190$26,6040.01%
371VANGUARD REAL ESTATE ETF922908553300$26,5460.01%
372XCEL ENERGY INCXELLL359$26,5120.01%
373COTERRA ENERGY INCCTRA1,000$26,3100.01%
374MARKEL GROUP INCMKL12$25,7950.01%
375FAIR ISAAC CORPORATIONFICO15$25,3590.01%
376OCCIDENTAL PETROLEUM CORP674599105615$25,2810.01%
377CBOE GLOBAL MARKETS, INC.12503M108100$25,1000.01%
378SPDR S&P REGIONAL BANKING ETF78464A698375$24,3030.01%
379SIEMENS AG826197501170$23,7910.01%
380PINTEREST INC CL APINS915$23,6800.01%
381MDU RESOURCES GROUP INC5526901091,200$23,4240.01%
382CENTESSA PHARMACEUTICALS PLCCNTA925$23,1250.01%
383IONQ INC.IONQ-WT512$22,9660.01%
384AMERICAN EXPRESSAXP62$22,9360.01%
385EXACT SCIENCES CORP COM30063P105225$22,8510.01%
386SOLSTICE ADVANCED MATERIALS INC.83443Q103470$22,8170.01%
387WEYERHAEUSER COMPANYWY960$22,7320.01%
388ISHARES MSCI EAFE GROWTH ETF464288885199$22,6700.01%
389FULGENT GENETICS INC.FLGT860$22,5910.01%
390NATIONAL FUEL GAS CO. NJNFG275$22,0160.01%
391GENERAL DYNAMICS CORPORATIONGD65$21,8820.01%
392FIDELITY NATIONAL FINANCIAL INC. COMFNF400$21,8360.01%
393ADVANCED MICRO DEVICES INCAMD100$21,4160.01%
394EVERUS CONSTRUCTION GROUPEVEX-WT250$21,3900.01%
395AIRBUS SE ADRAIIR368$21,3140.01%
396CRA INTERNATIONAL INC.12618T105105$21,0720.01%
397BANK OF HAWAII CORPORATION COMMON STOCK062540109300$20,5080.01%
398CLOROX COMPANYCLX200$20,1660.01%
399BEST BUYBBY300$20,0790.01%
400AMPHENOL CORPORATION-CL A032095101146$19,7290.01%
401ECOLAB INC.ECL75$19,6880.01%
402NUVEEN AMT-FREE MUNI CREDIT INCOME FUNDNU1,550$19,6230.01%
403ZEBRA TECHNOLOGIES CORP CLASS AZBRA80$19,4250.01%
404ISHARES MSCI EAFE ETF FUND464287465200$19,2060.01%
405NASDAQ STOCK MARKET INCNDAQ197$19,1340.01%
406BAXTER INTERNATIONAL INC.0718131091,000$19,1100.01%
407ISHARES RUSSELL 1000 GROWTH ETF46428761440$18,9310.01%
408CARRIER GLOBAL CORPORATIONCARR355$18,7570.01%
409S&P MIDCAP 400 DEPOSITORY RECEIPTS ETF -W78467Y10W31$18,7000.01%
410ISHARES MSCI EMERGING MARKETS ETF464287234340$18,5980.01%
411BERKSHIRE HATHAWAY INC. DEL CLASS BBRK-A37$18,5970.01%
412FRANKLIN FTSE JAPAN ETFFGDL539$18,5670.01%
413L3HARRIS TECHNOLOGIES INC. COMMON STOCKLHX63$18,4940.01%
414ROCHE HOLDING AG771195104354$18,2510.01%
415DIAMONDBACK ENERGY INC.FANG120$18,0390.01%
416EBAY INCEBAY207$18,0280.01%
417GOLDMAN SACHS ACTIVE BETA USLARGE CAP EQUITY ETFNVGLF136$18,0020.01%
418BLOOM ENERGY CORP COM CL ABE200$17,3780.01%
419ISHARES DOW JONES US HOME CONSTRUCTION INDEX464288752180$17,3340.01%
420CHARLES SCHWAB CORPORATIONSCHW-PJ165$16,4840.01%
421SPDR S&P 600 SMALL CAP GROWTH EFT78464A201174$16,3890.01%
422HUNTINGTON INGALLS INDUSTRIES INC.44641310648$16,3230.01%
423CLOUDFLARE INC CL A COMNET82$16,1660.01%
424DOCUSIGN INCDOCU235$16,0740.01%
425BLACKROCK INCBLK15$16,0550.01%
426PACIRA BIOSCIENCES, INCPCRX600$15,5220.01%
427OTIS WORLDWIDE CORPORATIONOTIS177$15,4600.01%
428TAKE-TWO INTERACTIVE SOFTWARE, INC.TTWO60$15,3610.01%
429SLB N.VSLB400$15,3520.01%
430EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF301505707221$15,3170.01%
431SYMBOTIC INC CLASS A COMSYM254$15,1120.00%
432DNP SELECT INCOME FUND INC23325P1041,500$14,9850.00%
433GOLDMAN SACHS GROUP INCGSCE17$14,9430.00%
434VANECK GOLD MINERS ETF92189F106173$14,8380.00%
435AUTODESK INC.ADSK50$14,8000.00%
436BIOGEN INCBIIB80$14,0790.00%
437RANGE NUCLEAR RENAISSANCE ETF301505475220$13,9700.00%
438WESTERN DIGITAL CORPWDC80$13,7810.00%
439ISHARES MSCI EUROZONE ETF464286608214$13,7170.00%
440CANADIAN IMPERIAL BANK OF COMMERCECNDIF150$13,5910.00%
441ROCKET LAB CORPORATIONRKLB194$13,5330.00%
442VANGUARD MSCI EMERGING MARKETS ETF922042858250$13,4370.00%
443WIX.COM LTDWIX128$13,2970.00%
444TWILIO INC. - ATWLO93$13,2280.00%
445LITTELFUSE INCLFUS50$12,6460.00%
446INTUIT INCINTU19$12,5850.00%
447CADENCE DESIGN SYSTEM INC. COMMON STOCKCDNS40$12,5020.00%
448GLOBALXDATA CENTER & DIGITALINFRASTRUCTURE ETF37954Y236569$12,0000.00%
449SMITH-MIDLAND CORPORATIONSMID330$11,9920.00%
450LINCOLN ELECTRIC HOLDING INC53390010650$11,9820.00%
451CANADIAN SOLAR INC COMCSIQ500$11,8850.00%
452CIRRUS LOGIC INCCRUS100$11,8500.00%
453GUARDANT HEALTH INC.GH115$11,7460.00%
454D-WAVE QUANTUM INC.QBTS449$11,7360.00%
455NUSCALE POWER CORPORATION CLASS ANU825$11,6890.00%
456URANIUM ENERGY CORPUEC1,000$11,6800.00%
457PETROLEO BRASILEIRO S.A. ADR71654V1011,000$11,2700.00%
458HUDBAY MINERALSHBM568$11,2690.00%
459INTERNATIONAL PAPER CO460146103285$11,2220.00%
460DEUTSCHE POST AG SPONSORED ADR25157Y202205$11,2090.00%
461VINCI PARTNERS INVESTMENTS LTD. - CLASS AVINP855$11,1490.00%
462SOCIEDAD QUIMICA Y MINERA DE CHILE-ADR833635105161$11,0750.00%
463KLA-TENCOR CORPORATIONKLAC9$10,9350.00%
464ENTERGY CORPORATIONENO118$10,9060.00%
465ISHARES S&P M-D-CAP 400 GROWTH ETF464287606112$10,8500.00%
466TOYOTA MOTOR CORP ADRTOYOF50$10,7030.00%
467PUBLIC SERVICE ENTERPRISE GROUP, INC744573106131$10,5190.00%
468DREAM FINDERS HOMES INC. - CLASS ADFH615$10,5100.00%
469SOFI TECHNOLOGIES INC- COMMON STOCKSOFI400$10,4720.00%
470ROKU INCROKU95$10,3060.00%
471DIAGEO PLCDGEAF117$10,0920.00%
472WAYFAIR INC CL AW100$10,0410.00%
473APPIAN CORPORATIONAPPN280$9,9140.00%
474UNILEVER PLC 3.11P ADRUNLYF151$9,8750.00%
475ADMA BIOLOGICS INC COMADMA536$9,7710.00%
476MITEK SYSTEMS INC.MITK900$9,4950.00%
477ESPEY MFG. & ELECTRONICS CORP296650104200$9,4260.00%
478SYNOPSYS INCSNPS20$9,3940.00%
479ISHARES EXPANDED TECH SECTORETF46428754972$9,2990.00%
480INVESCO MAIN STREET FUND - CLASS AIVZ148$9,2550.00%
481LENNAR COPORATION CLASS ALEN-B90$9,2520.00%
482HERMES INTL S A UNSPONSORED ADR42751Q10537$9,1760.00%
483ETSY INCETSY165$9,1450.00%
484OPERA LIMITED AMERICAN DEPOSITARYOPRA621$8,7920.00%
485L'AIR LIQUIDE ORD ADRAIIR229$8,6010.00%
486DAVITA INC.DVA75$8,5200.00%
487APPLIED DIGITAL CORPAPLD345$8,4590.00%
488COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSH100$8,3000.00%
489ALLEGION PLCALLE52$8,2790.00%
490DONALDSON COMPANY INCDCI91$8,0670.00%
491WHERE FOOD COMES FROM INC.WFCF700$8,0430.00%
492NUVEEN QUALITY MUNICIPAL INCOME FUNDNU669$8,0410.00%
493DRIEHAUS EMERGING MARKETS GROWTH262028756167$7,9050.00%
494CBRE GROUP INC COMMON STOCKCBRE49$7,8780.00%
495TORO COTORO100$7,8720.00%
496STARBUCKS CORPORATIONSBUX92$7,7470.00%
497PAYCHEX INCPAYX69$7,7400.00%
498FERMI INC.FRMI965$7,7200.00%
499ALLEGHENY TECHNOLOGIES, INCATI66$7,5740.00%
500SIMON PROPERTY GROUP82880610940$7,4040.00%