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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

North Star Investment Management Corp.

Quarter ended Q3 2023 · Filed August 2, 2023 · Accession 0001062993-23-015633

Total Value
$1.23B
Positions
1,296
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL267,190$51.8M4.26%
2JPMORGAN CHASE & CO COMVYLD291,034$42.3M3.48%
3ISHARES S&P 500 GROWTH ETF464287309522,808$36.8M3.03%
4MICROSOFTMSFT102,539$34.9M2.87%
5VANGUARD TOTAL STK MKT922908769138,292$30.5M2.50%
6SPDR S&P 500 ETF TRUSTSPY62,764$27.8M2.28%
7ISHARES S&P 500 VALUE ETF464287408171,682$27.7M2.27%
8OLD REP INTL CORP COM680223104765,553$19.3M1.58%
9BLACKSTONE GROUP LPBX185,858$17.3M1.42%
10VANGUARD SHORT TERM INFL-PROTECTED922020805353,957$16.8M1.38%
11VANGUARD S&P 500 ETF92290836335,453$14.4M1.19%
12PEPSICO INC COMPEP72,500$13.4M1.10%
13UNION PAC CORP COMUNP64,095$13.1M1.08%
14SPDR GOLD ETFGLD67,315$12.0M0.99%
15VANGUARD SHORT TERM CORP BOND FD ETF92206C409158,301$12.0M0.98%
16ORACLE CORPORATIONORCL-PD99,370$11.8M0.97%
17ABBVIE INC COMABBV87,489$11.8M0.97%
18VANECK IG FLOATING RATE ETF92189F486462,054$11.7M0.96%
19JOHNSON & JOHNSON COMJNJ70,025$11.6M0.95%
20PFIZER INC COMPFE297,418$10.9M0.90%
21ISHARES DJ SELECT DIVIDEND46428716891,088$10.3M0.85%
22ISHARES S&P 500 INDEX46428720022,136$9.9M0.81%
23PAYCHEX INCPAYX82,731$9.3M0.76%
24ACME UTD CORP COM004816104367,364$9.2M0.75%
25KKR & CO LP KKRT163,131$9.1M0.75%
26GOOGLE INCGOOG74,063$8.9M0.73%
27AMAZON.COM INCAMZN67,469$8.8M0.72%
28BOOT BARN HLDGS INC COMBOOT95,970$8.1M0.67%
29LUMINAR TECHNOLOGIES INC COM CL ALAZRQ1,136,818$7.8M0.64%
30MERCK & CO INCMRK67,583$7.8M0.64%
31VANGUARD DIVIDEND APPRECIATION ETF92190884446,859$7.6M0.62%
32PROCTER AND GAMBLE CO COM74271810949,765$7.6M0.62%
33TARGET CORP COMTGT57,101$7.5M0.62%
34GALLAGHER ARTHUR J &CO36357610933,709$7.4M0.61%
35POWERSHARES QQQ TRIVZ19,924$7.4M0.60%
36ABBOTT LABS COMABLZF66,373$7.2M0.59%
37VANGUARD TOTAL BOND MARKET ETF92193783598,372$7.2M0.59%
38CARPARTS COM INC COMPRTS1,604,477$6.8M0.56%
39SP PLUS CORP COM78469C103174,105$6.8M0.56%
40ISHARES TR RUSSELL 1000 INDEX ETF46428762227,820$6.8M0.56%
41ESCALADE INC COMESCA504,390$6.7M0.55%
42MCDONALDS CORP COMMCD21,756$6.5M0.53%
43COMPASS DIVERSIFIED HOLDINGSCODI-PC297,018$6.4M0.53%
44UNITED PARCEL SERVICE INCUPS35,456$6.4M0.52%
45VANGUARD EXTENDED MARKET ETF92290865241,937$6.2M0.51%
46ADVANCED MICRO DEVICES INC COMAMD54,290$6.2M0.51%
47BGSF INC COMBGSF642,943$6.1M0.50%
48COSTCO WHOLESALE CORP22160K10511,370$6.1M0.50%
49KIRBY CORPORATION KEX76,800$5.9M0.49%
50BANK AMERICA CORP COM060505104201,397$5.8M0.47%
51FINANCIAL SELECT SECTOR SPDR81369Y605168,735$5.7M0.47%
52THERMO FISHER SCIENTIFIC INC COMTMO10,589$5.5M0.45%
53AMGEN INCAMGN24,249$5.4M0.44%
54SPROTT INC COM NEWSII159,967$5.2M0.43%
55OIL DRI CORP AMER COM67786410085,970$5.1M0.42%
56UNITED STS LIME & MINERALS INC COMUNTCW23,625$4.9M0.41%
57QUALCOMM INC COMQCOM41,089$4.9M0.40%
58ETHAN ALLEN INTERIORS INC COMETD171,510$4.9M0.40%
59ISHARES MSCI EAFE VALUE ETF46428887798,363$4.8M0.40%
60BRISTOL-MYERS SQUIBB CO COMCELG-RI75,237$4.8M0.40%
61L S I INDS INC FORMERLY L S I LTG50216C108381,919$4.8M0.39%
62POWERSHARES FINANCIAL PREFERRED ETFIVZ333,338$4.8M0.39%
63EVOLUTION PETE CORP COM30049A107578,440$4.7M0.38%
64EXXON MOBIL CORP COMXOM43,378$4.7M0.38%
65BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A13,595$4.6M0.38%
66GREEN BRICK PARTNERS INC COMGRBK-PA79,675$4.5M0.37%
67ORION ENERGY SYSTEMS INCOESX2,741,692$4.5M0.37%
68LILLY ELI & CO COMLLY9,323$4.4M0.36%
69CVS HEALTH CORP COMCVS62,998$4.4M0.36%
70STARBUCKS CORPSBUX43,714$4.3M0.36%
71MASTERCARD INC MA10,728$4.2M0.35%
72ACCO BRANDS CORP COMACCO807,196$4.2M0.35%
73ALAMO GROUP INCALG22,613$4.2M0.34%
74ZOETIS INC COM CL AZTS23,529$4.1M0.33%
75ALPHABET INC CAP STK CL CGOOG33,140$4.0M0.33%
76DONALDSON INC COMDCI63,114$3.9M0.32%
77JOHNSON OUTDOORS CL A CLASS AJOUT63,651$3.9M0.32%
78ROCKY SHOES & BOOTS INCRCKY185,555$3.9M0.32%
79J M SMUCKER CO NEW 83269640526,285$3.9M0.32%
80HOME DEPOTHD12,359$3.8M0.32%
81CATERPILLAR INC COMCAT15,563$3.8M0.31%
82KIMBERLY-CLARK CORP COMKMB27,622$3.8M0.31%
83BUILD A BEAR WORKSHOPBBW176,525$3.8M0.31%
84COCA COLA CO COMKO61,017$3.7M0.30%
85U S SILICA HLDGS INCCOM90346E103302,825$3.7M0.30%
86WESTWOOD HLDGS GROUP INC COM961765104295,697$3.7M0.30%
87FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109206,325$3.6M0.30%
88ACCURAY INC DEL COMARAY925,845$3.6M0.29%
89POSTAL REALTY TRUST INC CL APSTL241,936$3.6M0.29%
90PARAMOUNT GLOBAL CLASS B COMMON92556H206223,430$3.6M0.29%
91DEERE & CO COMDE8,761$3.5M0.29%
92ARC DOCUMENT SOLUTIONS INCORPOR00191G1031,080,528$3.5M0.29%
93NAPCO SEC TECHNOLOGIES INC COM63040210599,550$3.4M0.28%
94WENDYS CO COM95058W100157,325$3.4M0.28%
95AMERICAN ELEC PWR CO INC COM02553710139,869$3.4M0.28%
96VANGUARD S&P 500 VALUE ETF92193270321,482$3.3M0.27%
97FIFTH THIRD BANCORPFITBM127,286$3.3M0.27%
98WINTRUST FINANCIAL CP97650W10844,846$3.3M0.27%
99BAR HBR BANKSHARES COM066849100130,570$3.2M0.26%
100ALPS TRUST ETF ALERIAN MLP00162Q45281,499$3.2M0.26%
101TEXAS INSTRS INC COM88250810417,492$3.1M0.26%
102BLUE BIRD CORP COMBLBD139,521$3.1M0.26%
103NVIDIA CORPNVDA7,234$3.1M0.25%
104INTEL CORP COMINTC90,762$3.0M0.25%
105CHEVRON CORP NEW COMCVX19,266$3.0M0.25%
106EASTERN CO COMEML165,321$3.0M0.25%
107BOEING CO COMBA-PA14,156$3.0M0.25%
108ISHARES RUSSELL 2000 ETF46428765515,875$3.0M0.24%
109GRAINGER W W INC COM3848021043,675$2.9M0.24%
110O REILLY AUTOMOTIVE INC67103H1073,003$2.9M0.24%
111WASTE MANAGEMENT INC94106L10916,130$2.8M0.23%
112TOPGOLF CALLAWAY BRANDS CORP COM131193104140,210$2.8M0.23%
113STRYKER CORPSYK9,012$2.7M0.23%
1141 800 FLOWERS COM INC CL AFLWS352,250$2.7M0.23%
115DENNYS CORP COM24869P104220,700$2.7M0.22%
116ALLIED MOTION TECHNOLOGIES INC COMALNT67,811$2.7M0.22%
117WALMART INC COMWMT17,226$2.7M0.22%
118SPHERE ENTERTAINMENT CO CL ASPHR97,421$2.7M0.22%
119HERITAGE-CYRSTAL CLEAN IN42726M10669,433$2.6M0.22%
120SPDR S&P HOMEBUILDERS ETF78464A88832,461$2.6M0.21%
121BERKSHIRE HATHAWAY INC DEL CL ABRK-A5$2.6M0.21%
122BARRETT BUSINESS SERVICES INC06846310829,000$2.5M0.21%
123MADISON SQUARE GARDEN ENTMT COM CL A55825610375,021$2.5M0.21%
124DOUGLAS DYNAMICS INCCOMPLOW84,109$2.5M0.21%
125NORTHWESTERN CORP COM NEWNWE43,997$2.5M0.21%
126SUPERIOR GROUP OF CO INC COMSGC263,735$2.5M0.20%
127LAKELAND INDUSTRIES INC511795106167,065$2.4M0.20%
128APA CORPORATION COMAPA69,659$2.4M0.20%
129MCGRATH RENTCORP COMMGRC25,635$2.4M0.19%
130UNITEDHEALTH GROUPUNH4,931$2.4M0.19%
131ISHARES CORE MSCI EAFE46432F84234,746$2.3M0.19%
132VERIZON COMMUNICATIONSVZ62,396$2.3M0.19%
133COMCAST CORP NEW CL ACCZ55,252$2.3M0.19%
134CISCO SYS INCCSCO43,814$2.3M0.19%
135FREEPORT MCMORAN COPPER FCX56,491$2.3M0.19%
136HACKETT GROUP INC COMHCKT100,236$2.2M0.18%
137ENVIVA INC COM29415B103206,442$2.2M0.18%
138GREAT LAKES DREDGE & DOCK CORPORATIONGLDD267,353$2.2M0.18%
139ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40752,590$2.2M0.18%
140VANGUARD HEALTH CARE ETF92204A5048,841$2.2M0.18%
141VANGUARD SMALL CAP VALUE ETF92290861112,908$2.1M0.18%
142INTL BUSINESS MACHINESINTR15,852$2.1M0.17%
143GLOBAL WTR RES INC COM379463102167,275$2.1M0.17%
144GATX CORP COMGATX16,415$2.1M0.17%
145ENPHASE ENERGY INC COMENPH12,553$2.1M0.17%
146HONEYWELL INTL INC43851610610,099$2.1M0.17%
147KINDER MORGAN INCEP-PC120,325$2.1M0.17%
148YUM! BRANDS INCYUM14,786$2.0M0.17%
149ILLINOIS TOOL WKS INC COM4523081098,112$2.0M0.17%
150FISERV INCFISV16,018$2.0M0.17%
151OTTER TAIL CORP COMOTTR25,142$2.0M0.16%
152VISHAY PRECISION GROUP INC COMVPG51,718$1.9M0.16%
153VANGUARD TOTAL INTL STOCK IDEX ETF92190976833,678$1.9M0.16%
154META PLATFORMS INC CL AMETA6,553$1.9M0.15%
155NEXTERA ENERGY INC COMNEE-PW25,261$1.9M0.15%
156ISHARES MORNINGSTAR LARGE GROWTH ETF46428711929,781$1.9M0.15%
157APOGEE ENTERPRISES INC COMAPOG38,540$1.8M0.15%
158TECHNOLOGY SELECT SECTOR SPDR81369Y80310,430$1.8M0.15%
159DISNEY WALT CO COM25468710620,253$1.8M0.15%
160OCEANFIRST FINL CORP COM675234108113,615$1.8M0.15%
161MOVADO GROUP INC COMMOVAA65,125$1.7M0.14%
162ABM INDS INC COM00095710040,913$1.7M0.14%
163MONDELEZ INTL INC CL A60920710523,912$1.7M0.14%
164CROWN CRAFTS INC COMCRWS346,279$1.7M0.14%
165COMERICA INC COM20034010740,929$1.7M0.14%
166GENERAL MLS INC COM37033410422,399$1.7M0.14%
167VANGUARD VALUE ETF92290874411,944$1.7M0.14%
168TRUIST FINL CORP COM89832Q10955,792$1.7M0.14%
169SPROTT PHYSICAL GOLD TR UNITSII111,599$1.7M0.14%
170WEYCO GROUP INC COMWEYS61,025$1.6M0.13%
171BIOGEN IDEC INCBIIB5,659$1.6M0.13%
172ARRAY TECHNOLOGIES INC COM SHSARRY71,000$1.6M0.13%
173EATON CORP PLC SHSETN7,925$1.6M0.13%
174RGC RESOURCES INC RGCO77,790$1.6M0.13%
175NORTHWEST NAT HLDG CO COM66765N10535,860$1.5M0.13%
176RESOURCES CONNECTION INC COMRGP97,560$1.5M0.13%
177NEWMONT CORP COMNEMCL35,643$1.5M0.12%
178CBOE GLOBAL MKTS INC COM12503M10811,000$1.5M0.12%
179ISHARES AMT-FREE MUNI BOND ETF46428841414,200$1.5M0.12%
180CHICAGO MERCANTILE HLDGS INCCME8,170$1.5M0.12%
181GOLDMAN SACHS GROUP INCGSCE4,647$1.5M0.12%
182BANK HAWAII CORP COM06254010936,293$1.5M0.12%
183AMERICAN SOFTWARE CL A CLASS A029683109140,419$1.5M0.12%
184CONOCOPHILLIPS COMCOP14,187$1.5M0.12%
185ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724213,520$1.5M0.12%
186TENNANT CO COMTNC17,975$1.5M0.12%
187NORTHERN TR CORP COMNTRSO19,525$1.4M0.12%
188VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40729,207$1.4M0.12%
189AT&T INC COMT-PC88,964$1.4M0.12%
190LIQUIDITY SERVICES INC53635B10784,975$1.4M0.12%
191VANGUARD FTSE EMERGING MARKETS ETF92204285834,419$1.4M0.11%
192HORACE MANN EDUCATORS CORP NEW COM44032710447,190$1.4M0.11%
193FIRST HAWAIIAN INC COMFHB75,585$1.4M0.11%
194MATERION CORP COMMTRN11,867$1.4M0.11%
195AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$1.4M0.11%
196VANGUARD HIGH DIVIDEND YIELD92194640612,619$1.3M0.11%
197ENCORE WIRE CORP COMECR7,191$1.3M0.11%
198CLOROX CO DEL COMCLX8,372$1.3M0.11%
199PHILIP MORRIS INTL INC71817210913,600$1.3M0.11%
200REALTY INCOME CORPO21,751$1.3M0.11%
201GULFPORT ENERGY CORP COMMON SHARESGPOR12,366$1.3M0.11%
202COMFORT SYS USA INC COM1999081047,904$1.3M0.11%
203KELLOGG CO COMBEKE19,215$1.3M0.11%
204ASTRONOVA INC COMALOT89,200$1.3M0.11%
205COLGATE PALMOLIVE CO COMCL16,620$1.3M0.11%
206BLACKSTONE MTG TR INC COM CL ABX60,701$1.3M0.10%
207FLEXSTEEL INDS INC COMFLEX65,940$1.3M0.10%
208MILLER INDS INC TENN NEW60055120435,506$1.3M0.10%
209VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87015,752$1.2M0.10%
210ISHARES MSCI EAFE ETF46428746517,104$1.2M0.10%
211O S I SYSTEMS INC OSIS10,152$1.2M0.10%
212ANALOG DEVICES INC COMADI6,071$1.2M0.10%
213SPDR S&P MIDCAP 400 ETF TRUSTMDY2,433$1.2M0.10%
214SCHWAB US DIVIDEND EQUITY ETF80852479715,997$1.2M0.10%
215TITAN MACHINERY INC COMKMCM38,892$1.1M0.09%
216ISHARES GNMA BOND ETF46429B33326,031$1.1M0.09%
217WALGREENS BOOTS ALLIANCE INC COM93142710839,954$1.1M0.09%
218CUMMINS INC COMCMI4,638$1.1M0.09%
219INTERFACE INC COMTILE126,075$1.1M0.09%
220PATTERSON COS INC COM70339510333,230$1.1M0.09%
221WILEY JOHN & SONS INC CL A96822320632,230$1.1M0.09%
222VANGUARD INFORMATION TECHNOLOGY92204A7022,466$1.1M0.09%
2233M CO COMMMM10,857$1.1M0.09%
224VSE CORP COMVSECU19,844$1.1M0.09%
225GREENBRIER COS INC 2.875 02/01/2024393657AK71,106,000$1.1M0.09%
226ALLIANT ENERGY CORP COMLNT20,329$1.1M0.09%
227KEURIG DR PEPPER INC COMKDP33,534$1.0M0.09%
228SKYLINE CHAMPION CORPORATION COMSKY15,980$1.0M0.09%
229UNITIL CORPORATION UTL20,520$1.0M0.09%
230ISHARES MSCI EMERGING MARKETS ETF46428723426,290$1.0M0.09%
231FIRST BUSEY CORP COM NEWBUSEP51,500$1.0M0.08%
232BOWLERO CORP CL A COMLUCK88,668$1.0M0.08%
233IDEX CORP 45167R1044,686$1.0M0.08%
234THERMON GROUP HOLDINGS COMTHR37,484$997,0740.08%
235VISA INCV4,148$985,0670.08%
236HELIX ENERGY SOLUTIONS GRP INC COM42330P107130,904$966,0720.08%
237WEC ENERGY GROUP INC COMWEC10,918$963,3640.08%
238YUM CHINA HLDGS INC COMYUMC17,022$961,7220.08%
239COMMERCIAL METALS CO COMCMC17,980$946,8270.08%
240COHU INC COMCOHU22,762$945,9890.08%
241MYERS INDS INC COM62846410947,405$921,0790.08%
242CENTURY CASINOS INC COMCNTY129,075$916,4320.08%
243V2X INC COMVVX18,225$903,2310.07%
244VILLAGE SUPER MKT INC CL A NEW92710740939,240$895,4570.07%
245ISHARES CORE S&P MID CAP ETF4642875073,371$881,4720.07%
246ENNIS INC COMEBF43,250$881,4350.07%
247CRACKER BARREL OLD CTRY STORE COM22410J1069,250$861,9150.07%
248VANGUARD TAX-EXEMPT BOND ETF92290774617,096$858,5610.07%
249ISHARES RUSSELL 2000 VALUE4642876306,065$853,9380.07%
250ACCENTURE LTD BERMUDA CL AACN2,762$852,2980.07%
251HAMILTON BEACH BRANDS HLDG CO COM CL AHBB88,051$850,5730.07%
252LAS VEGAS SANDS CORPLVS14,625$848,2500.07%
253DELTA APPAREL INC COM24736810380,525$843,9020.07%
254US BANCORP DEL COM NEWUSB-PS25,540$843,8280.07%
255MONRO MUFFLER BRAKE INCMNRO20,755$843,2760.07%
256LAZARD LTD SHS -A -LAZ26,318$842,1820.07%
257WINNEBAGO INDS INC 1.5 04/01/2025974637AB6700,000$836,5000.07%
258AMERICAN EXPRESS CO COMAXP4,780$832,6250.07%
259APOLLO GLOBAL MGMT INC COM03769M10610,730$824,1420.07%
260ALTRIA GROUP INC COMMO18,074$818,7630.07%
261CENTRAL GARDEN & PET COCENTA21,075$817,0780.07%
262UMH PPTYS INC COM90300210350,851$812,5990.07%
263AZZ INC COMAZZ18,574$807,2260.07%
264DUCOMMUN INC DEL COMDCO18,475$804,9560.07%
265AMEREN CORPAEE9,849$804,3680.07%
266HAEMONETICS CORP MASS COMHAE9,390$799,4650.07%
267QCR HOLDINGS INC COMQCRH19,460$798,4440.07%
268ROCKWELL AUTOMATION INC COMROK2,402$791,3390.06%
269BLACKROCK INC BLK1,137$785,8260.06%
270SEACOAST BKG CORP FLA COM NEWSE35,556$785,7880.06%
271ALLSTATE CORPALL-PJ7,169$781,7270.06%
272CONSUMER STAPLES SELECT SECTOR SPDR81369Y30810,421$772,9250.06%
273NBT BANCORP INC COMNBTB24,097$767,4890.06%
274METHODE ELECTRONICS INC59152020022,884$767,0720.06%
275WELLS FARGO CO NEW COM94974610117,880$763,1300.06%
276EPR PPTYS SBI26884U10916,150$755,8200.06%
277GABELLI DIV AND INC TR 36242H10435,754$755,4770.06%
278WILLIAMS COS INC COM96945710023,072$752,8280.06%
279PROPETRO HLDG CORP COMPUMP90,607$746,6020.06%
280WILLIAMS SONOMA INCWSM5,966$746,5850.06%
281OLD NATL BANCORP IND68003310753,532$746,2360.06%
282EXELON CORP COMEXC18,279$744,7040.06%
283VANGUARD SMALL CAP ETF9229087513,743$744,3620.06%
284VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085125,351$740,4980.06%
285VALUE LINE INCVALU16,100$738,9900.06%
286NATHANS FAMOUS INC NEW COMNATH9,370$735,9200.06%
287PETMED EXPRESS INCPETS53,201$733,6420.06%
288NETFLIX COM INCNFLX1,649$726,3680.06%
289DULUTH HLDGS INC COM CL BDLTH115,000$722,2000.06%
290HUMANA INC COMHUM1,603$716,7490.06%
291SOUTHERN CO COMSOMN10,112$710,3740.06%
292TESLA MOTORS INC TSLA2,663$697,0940.06%
293EMPIRE ST RLTY LP 29210210094,631$695,5380.06%
294TERRITORIAL BANCORP INC COM88145X10856,500$693,8200.06%
295SPROTT PHYSICAL SILVER TR TR UNITSII87,840$684,2740.06%
296TRIMAS CORP COM NEWTRS24,825$682,4390.06%
297VANGUARD FTSE DEVELOPED MARKETS ETF92194385814,561$672,4180.06%
298HERCULES CAPITAL INC COMHCXY45,306$670,5270.06%
299UNILEVER PLC SPON ADR NEWUNLYF12,839$669,2810.05%
300MARATHON PETE CORP COMMARA5,703$665,0170.05%
301SPARTAN MOTORS INC82569810330,080$663,5650.05%
302MORGAN STANLEYMS-PQ7,708$658,2730.05%
303DTE ENERGY CO COMDTK5,931$652,5250.05%
304EDWARDS LIFESCIENCES CORP COMEW6,882$649,1790.05%
305INVESCO S&P 500 TOP 50 ETFIVZ1,837$642,5560.05%
306ISHARES NEW YORK MUNI BOND ETF46428832311,950$636,4570.05%
307PNC FINL SVCS GROUP INC COM6934751055,047$635,7320.05%
308TRICO BANCSHARES COMTCBK19,096$633,9870.05%
309FIRST BANCORP N C COM31891010621,270$632,7820.05%
310ADOBE SYS INCADBE1,290$630,7970.05%
311ISHARES DOW JONES US REGIONAL BANKS46428877818,580$628,9330.05%
312KULICKE & SOFFA INDS INC COM50124210110,274$610,7890.05%
313CSX CORPCSX17,882$609,7760.05%
314BP PLC SPONSORED ADRBPPFF17,170$605,9130.05%
315AMERICAN TOWER CORP03027X1003,122$605,4810.05%
316ISHARES TR RUSSELL MIDCAP INDEX FD4642874998,288$605,2940.05%
317ISHARES S&P U.S. PREFERRED STOCK ETF46428868719,345$598,3270.05%
318RTX CORPORATION COMRTX6,084$595,9930.05%
319ROYAL DUTCH SHELL PLC-ADRRYDAF9,800$591,7280.05%
320MICROCHIP TECHNOLOGY INC MCHPP6,538$585,7390.05%
321VANGUARD REIT INDEX ETF9229085536,973$582,6870.05%
322TE CONNECTIVITY LTDTEL4,145$580,9630.05%
323POWERSHARES WILDERHILL CLEAN ENERGYIVZ14,447$579,6090.05%
324INTUIT INCINTU1,240$568,1560.05%
325CAMPBELL SOUP CO COMCPB12,070$551,7200.05%
326CITY HLDG CO COMCHCO6,128$551,4590.05%
327AMERICAN WATER WORKS CO 0304201033,817$544,8770.04%
328LOWES COS INC COM5486611072,392$539,9420.04%
329GENERAL DYNAMICS CORP COMGD2,449$526,9760.04%
330KROGER CO COMKR11,126$522,9130.04%
331INVITATION HOMES INC COMINVH15,186$522,3960.04%
332EMERSON ELEC CO COMEMR5,767$521,2790.04%
333MARRIOTT INTL INC 5719032022,829$519,6150.04%
334ENTERPRISE PRODS PARTNERS L P29379210719,672$518,3620.04%
335PARAMOUNT GLOBAL 5.75 CONV PFD A92556H30522,765$515,8550.04%
336BAXTER INTL INC COM07181310911,273$513,6120.04%
337SHOE CARNIVAL INC COMSCVL21,817$512,2630.04%
338COMMERCE BANCSHARES INC COMCBSH10,497$511,1990.04%
339CONSTELLATION ENERGY CORP COMCEG5,559$508,9280.04%
340ISHARES 1-3 YR TREASURY BOND ETF4642874576,242$506,1030.04%
341SCHWAB ETFS- US BROAD MARKET ETF8085241029,784$505,8330.04%
342MERCER INTL INC COM58805610162,083$501,0100.04%
343NIKE INC CLASS BNKE4,539$500,9290.04%
344GENERAL ELECTRIC CO COM NEW3696043014,556$500,4520.04%
345PHILLIPS 66PSX5,239$499,6800.04%
346ISHARES S&P SMALLCAP 600 ETF4642878044,973$495,5880.04%
347ISHARES DOW JONES US UTILITIES4642876975,928$484,5950.04%
348AON CORPAON1,389$479,3810.04%
349ARCHER DANIELS MIDLAND CO COMADM6,312$476,9170.04%
350CITIGROUP INCC-PR10,355$476,7330.04%
351PAYPAL HLDGS INC COMPYPL7,123$475,3180.04%
352MEDTRONIC PLC SHSMDT5,376$473,6260.04%
353LEE ENTERPRISES INC COMLEE35,101$468,6020.04%
354KIMBALL ELECTRONICS INC COMKE16,441$454,2650.04%
355ISHARES MSCI EAFE GROWTH ETF4642888854,689$447,3770.04%
356DANAHER CORP 2358511021,853$444,7200.04%
357AUTOMATIC DATA PROCESSING INC COMADP1,987$436,7230.04%
358REXFORD INDL RLTY INC COM76169C1008,285$432,6430.04%
359JANUS HENDERSON GROUP PLC ORD SHSJHG15,402$419,7000.03%
360ALDEYRA THERAPEUTICS INC COMALDX50,000$419,5000.03%
361SIGNET JEWELERS LIMITED SHSSIG6,359$414,9880.03%
362CORNING INC COMGLW11,518$403,5780.03%
363ISHARES TR DOW JONES U S HEALTHCARE4642877621,400$392,3530.03%
364AMERICA MOVIL SERIES L ADRAMXOF18,028$390,1260.03%
365CHURCHILL DOWNS INCCHDN2,775$386,1500.03%
366MATERIALS SELECT SECTOR SPDR81369Y1004,648$385,1800.03%
367PALO ALTO NETWORKS INC COMPANW1,500$383,2650.03%
368INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,553$382,0310.03%
369HP INC COMHPQ12,267$376,7200.03%
370LEXINGTON CORP PPTYS TRLXP-PC38,428$374,6740.03%
371LAKELAND FINL CORP COM5116561007,715$374,3320.03%
372ONEOK INC NEW COMOKE5,865$361,9880.03%
373SUNPOWER CORPSPWRW36,500$357,7000.03%
374ISHARES NASDAQ BIOTECHNOLOGY4642875562,728$346,3470.03%
375DELTA AIR LINES INC DEL CMNDAL7,085$336,8210.03%
376ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI26,493$336,4590.03%
377TJX COS INC NEW COM8725401093,964$336,1080.03%
378GSK PLC SPONSORED ADRGLAXF9,363$333,6970.03%
379POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,917$333,6320.03%
380ISHARES MSCI USA ESG SELECT ETF4642888023,557$333,0770.03%
381AFLAC INC COMAFL4,758$332,0990.03%
382DALLASNEWS CORPORATION COM SER A23505010185,013$330,7020.03%
383ISHARES AGGREGATE BOND ETF4642872263,327$325,9110.03%
384AMERICAN AIRLS GROUP INC COM02376R10218,075$324,2660.03%
385CARLYLE GROUP INC COMCGABL10,021$320,1760.03%
386ISHARES TIPS BOND ETF4642871762,943$316,7690.03%
387CONSOLIDATED EDISON INC COMED3,487$315,2250.03%
388CONSTELLATION BRANDS INC CL ASTZ1,274$313,5990.03%
389PRUDENTIAL FINL INCPUKPF3,520$310,5670.03%
390EATON VANCE TAX ADV DIV INCETN13,569$308,6960.03%
391DISCOVER FINANCIAL SERVICES LLC2547091082,628$307,0820.03%
392ISHARES DJ US CONSUMER SERVICES4642875804,300$306,0200.03%
393FASTENAL COFAST5,022$296,2480.02%
394METLIFE INC COMMET-PF5,105$288,6000.02%
395DUKE ENERGY CORP NEW COM NEWDUKB3,126$280,4920.02%
396HEALTH CARE SELECT SECTOR SPDR81369Y2092,102$279,0150.02%
397DOMINION RESOURCES INCD5,303$274,6420.02%
398NUTRIEN LTD COMNTR4,620$272,8110.02%
399ISHARES MSCI INDIA ETF46429B5986,139$268,2810.02%
400SNAP ON INC COMSNA930$268,0170.02%
401MATTEL INC COMMAT13,626$266,2520.02%
402ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$254,7360.02%
403CONSOLIDATED COMMUNICATIONS HLDGSINC COM20903410764,803$248,1950.02%
404COHEN & STEERS INFRASTRUCTURE FUND19248A10910,270$242,5730.02%
405SEMPRA ENERGYSREA1,640$238,7680.02%
406DECKERS OUTDOORDECK450$237,4470.02%
407BLACKSTONE SECD LENDING FD COMMON STOCKBX8,556$234,0830.02%
408BANK OF MONTREAL0636711012,552$230,4840.02%
409MCCORMICK & CO INC COM NON VTGMKC-V2,624$228,8920.02%
410DOW INC COMDOW4,284$228,1890.02%
411ELEVANCE HEALTH INC COMELV511$227,0320.02%
412SALESFORCE COM CRM1,069$225,8370.02%
413FIRST SOURCE CORPSRCE5,349$224,2840.02%
414ENERGY SELECT SECTOR SPDR81369Y5062,702$219,2880.02%
415POWERSHARES GLOBAL PREFERRED ETFIVZ18,827$214,0630.02%
416SPDR S&P REGIONAL BANKING ETF78464A6985,210$212,7180.02%
417VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$211,3140.02%
418SPDR DOW JONES INDUSTRIAL ETF78467X109605$208,0290.02%
419CARRIER GLOBAL CORPORATION COMCARR4,134$205,5010.02%
420SPDR SER TR S&P DIVID ETF78464A7631,663$203,8510.02%
421KRAFT HEINZ CO COMKHC5,713$202,8110.02%
422SIMON PROPERTY GROUP INC8288061091,740$200,9350.02%
423PUBLIC SVC ENTERPRISE GRP INC COM7445731063,192$199,8510.02%
424FORD MOTOR COMPANY34537086013,161$199,1220.02%
425HEWLETT PACKARD ENTERPRISE CO COMHPE-PC11,742$197,2660.02%
426QUANTA SERVICES INC74762E1021,000$196,4500.02%
427JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8524,270$195,4070.02%
428XYLEM INCXYL1,734$195,2610.02%
429VANGUARD MID CAP 922908629885$194,8420.02%
430INTERCONTINENTAL EXCHANGE INC COM45866F1041,678$189,7480.02%
431ISHARES COHEN & STEERS REIT ETF4642875643,400$188,9380.02%
432FEDEX CORPFDX753$186,6690.02%
433LULULEMON ATHLETICA INCLULU490$185,4650.02%
434VENTAS INCVTR3,898$184,2580.02%
435CHARTER COMMUNICATIONS INC NEW CL A16119P108499$183,3180.02%
436VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467942,882$182,1370.01%
437JB HUNT TRANSPORT SERVICES4456581071,004$181,7540.01%
438SCHLUMBERGER LTD COM STKSLB3,609$177,2740.01%
439VANGUARD SMALL-CAP GROWTH ETF922908595772$177,2640.01%
440UTILITIES SELECT SECTOR SPDR FUND81369Y8862,666$174,4630.01%
441VANGUARD ULTRA-SHORT BOND ETF92203C3033,490$171,5720.01%
442VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7713,675$169,0130.01%
443VANGUARD UTILITIES92204A8761,184$168,2630.01%
444VMWARE INC CL A COM9285634021,170$168,1170.01%
445VANGUARD ESG U.S. STOCK ETF9219107332,068$161,9910.01%
446MGE ENERGY INC COMMGEE2,035$160,9890.01%
447MAGELLAN MIDSTREAM PARTNERS LP5590801062,470$153,9300.01%
448VANGUARD ENERGY92204A3061,363$153,9030.01%
449HARTFORD FINL SVCS GROUP INCHIG-PG2,115$152,3220.01%
450EQUITY RESIDENTIALEQR2,301$151,8020.01%
451CURRENCY SHARES EURO TR EUROFXE1,500$151,2150.01%
452LAMB WESTON HLDGS INC COMLW1,312$150,7730.01%
453ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,645$149,2840.01%
454DEVON ENERGY CORP 25179M1033,059$147,8720.01%
455CONAGRA BRANDS INC COMCAG4,359$146,9940.01%
456CORTEVA INC COMCTVA2,560$146,6810.01%
457SCHWAB ETFS- US SMALL-CAP ETF8085246073,338$146,2040.01%
458WP CAREY INC COM92936U1092,158$145,7940.01%
459YELP INC CL AYELP4,000$145,6400.01%
460MAXEON SOLAR TECHNOLOGIES LTD SHSMAXN5,150$145,0240.01%
461LINCOLN NATL CORP IND COM5341871095,626$144,9260.01%
462TCW STRATEGIC INCOME FD INC COM87234010431,212$144,5090.01%
463DISCOVERY HLDG CO WBD11,451$143,5960.01%
464DUPONT DE NEMOURS INC COMDD1,988$142,0370.01%
465MOSAIC COMOS4,055$141,9130.01%
466INVESCO SOLAR ETFIVZ1,987$141,9120.01%
467VANGUARD CONSUMER STAPLES ETF92204A207725$140,9760.01%
468ISHARES MSCI JAPAN ETF46434G8222,273$140,6690.01%
469DAVITA INC COMDVA1,395$140,1560.01%
470GLOBAL X CYBERSECURITY ETF37954Y3845,770$139,9800.01%
471NOVARTIS AG ADRNVSEF1,381$139,4020.01%
472ISHARES SEMICONDUCTOR ETF464287523274$138,8780.01%
473GENUINE PARTS CO COMGPC820$138,7690.01%
474BOSTON SCIENTIFIC CORPBSX2,563$138,6330.01%
475SOUTHWEST AIRLS CO COM8447411083,794$137,3840.01%
476BANK NEW YORK MELLON CORP COM0640581003,053$135,9200.01%
477PROLOGIS SHARE BENEFICIAL INTPLDGP1,108$135,8740.01%
478VANGUARD GROWTH ETF922908736480$135,8210.01%
479OTIS WORLDWIDE CORP COMOTIS1,499$133,4260.01%
480NUVEEN AMT FREE QLTY MUN INCME COMNU12,164$132,9530.01%
481ECOLAB INC COMECL708$132,1770.01%
482DELL TECHNOLOGIES INC CL CDELL2,424$131,1630.01%
483ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,567$130,6090.01%
484ALBEMARLE CORP COMALB-PA577$128,7230.01%
485TARGA RES CORP COMTRGP1,689$128,4980.01%
486SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,130$127,5090.01%
487POTLATCHDELTIC CORPORATION COM7376301032,352$124,3090.01%
488TOOTSIE ROLL INDS INC COM8905161073,507$124,1710.01%
489NUVEEN QUALITY MUNCP INCOME FD COMNU11,016$124,1500.01%
490SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7883,335$123,6620.01%
491JD.COM INC SPON ADR CL AJDCMF3,614$123,3460.01%
492GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,507$122,4300.01%
493ISHARES SILVER TRUST ETFSLV5,835$121,8930.01%
494AEROVIRONMENT INC COMAVAV1,190$121,7130.01%
495MORNINGSTAR INC COMMORN612$119,9950.01%
496T ROWE PRICE GROUP INCTROW1,063$119,0770.01%
497ISHARES TR S&P 100 INDEX FUND464287101570$117,9790.01%
498ESSEX PPTY TR REIT297178105502$117,6190.01%
499FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$116,2700.01%
500SYSCO CORP COMSYY1,520$112,7840.01%