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

North Star Investment Management Corp.

Quarter ended Q2 2024 · Filed August 6, 2024 · Accession 0001062993-24-014461

Total Value
$1.36B
Positions
1,165
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO. COMVYLD277,981$56.2M4.17%
2APPLE INCAAPL260,550$54.9M4.07%
3ISHARES S&P 500 GROWTH ETF464287309504,319$46.7M3.46%
4MICROSOFTMSFT99,536$44.5M3.30%
5VANGUARD TOTAL STK MKT922908769142,216$38.0M2.82%
6SPDR S&P 500 ETF TRUSTSPY63,146$34.4M2.55%
7ISHARES S&P 500 VALUE ETF464287408169,462$30.8M2.29%
8OLD REP INTL CORP COM680223104774,522$23.9M1.77%
9BLACKSTONE GROUP LPBX179,870$22.3M1.65%
10VANGUARD SHORT TERM CORP BOND FD ETF92206C409283,957$21.9M1.63%
11VANGUARD S&P 500 ETF92290836338,820$19.4M1.44%
12VANGUARD TOTAL BOND MARKET ETF921937835261,972$18.9M1.40%
13KKR & CO LPKKRT150,739$15.9M1.18%
14ABBVIE INC COMABBV86,082$14.8M1.09%
15ORACLE CORPORATIONORCL-PD96,014$13.6M1.00%
16GOOGLE INCGOOG73,346$13.4M0.99%
17UNION PAC CORP COMUNP57,097$12.9M0.96%
18AMAZON.COM INCAMZN65,416$12.6M0.94%
19ISHARES S&P 500 INDEX46428720022,512$12.3M0.91%
20PEPSICO INC COMPEP74,206$12.2M0.91%
21BANK AMERICA CORP COM060505104286,181$11.4M0.84%
22ACME UTD CORP COM004816104305,580$10.7M0.79%
23ISHARES DJ SELECT DIVIDEND46428716884,474$10.2M0.76%
24POWERSHARES QQQ TRIVZ20,280$9.7M0.72%
25COSTCO WHOLESALE CORP22160K10511,428$9.7M0.72%
26PAYCHEX INCPAYX79,915$9.5M0.70%
27JOHNSON & JOHNSON COMJNJ64,150$9.4M0.69%
28BLUE BIRD CORP COMBLBD172,176$9.3M0.69%
29VANGUARD DIVIDEND APPRECIATION ETF92190884449,112$9.0M0.66%
30VANGUARD SHORT TERM INFL-PROTECTED922020805184,032$8.9M0.66%
31ALPS TRUST ETF ALERIAN MLP00162Q452183,835$8.8M0.65%
32GALLAGHER ARTHUR J &CO36357610933,179$8.6M0.64%
33TARGET CORP COMTGT57,323$8.5M0.63%
34ISHARES TR RUSSELL 1000 INDEX ETF46428762228,220$8.4M0.62%
35QUALCOMM INC COMQCOM41,431$8.3M0.61%
36PFIZER INC COMPFE292,125$8.2M0.61%
37ELI LILLY & CO COMLLY8,839$8.0M0.59%
38AMGEN INCAMGN25,543$8.0M0.59%
39ISHARES AMT-FREE MUNI BOND ETF46428841472,440$7.7M0.57%
40COMPASS DIVERSIFIED HOLDINGSCODI-PC349,361$7.6M0.57%
41MERCK & CO INCMRK59,097$7.3M0.54%
42VANGUARD EXTENDED MARKET ETF92290865243,096$7.3M0.54%
43FINANCIAL SELECT SECTOR SPDR81369Y605173,853$7.1M0.53%
44ABBOTT LABS COMABLZF66,367$6.9M0.51%
45ESCALADE INC COMESCA498,320$6.9M0.51%
46EXXON MOBIL CORP COMXOM59,682$6.9M0.51%
47ROCKY SHOES & BOOTS INCRCKY184,775$6.8M0.51%
48BOOT BARN HLDGS INC COMBOOT52,900$6.8M0.51%
49PROCTER AND GAMBLE CO COM74271810941,052$6.8M0.50%
50SPROTT INC COM NEWSII160,037$6.6M0.49%
51POSTAL REALTY TRUST INC CL APSTL487,590$6.5M0.48%
52SUPERIOR GROUP OF CO INC COMSGC335,775$6.3M0.47%
53SPDR GOLD ETFGLD29,185$6.3M0.46%
54ISHARES RUSSELL 2000 ETF46428765530,901$6.3M0.46%
55ADVANCED MICRO DEVICES INC COMAMD37,212$6.0M0.45%
56KIRBY CORPORATIONKEX50,291$6.0M0.45%
57BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A14,524$5.9M0.44%
58THERMO FISHER SCIENTIFIC INC COMTMO10,574$5.8M0.43%
59ISHARES MSCI EAFE VALUE ETF464288877107,337$5.7M0.42%
60ALPHABET INC CAP STK CL CGOOG31,038$5.7M0.42%
61UNITED PARCEL SERVICE INCUPS37,953$5.2M0.38%
62MCDONALDS CORP COMMCD20,335$5.2M0.38%
63CISCO SYS INCCSCO107,971$5.1M0.38%
64ETHAN ALLEN INTERIORS INC COMETD181,850$5.1M0.38%
65UNITED STS LIME & MINERALS INC COMUNTCW13,370$4.9M0.36%
66WENDYS CO COM95058W100282,684$4.8M0.36%
67SPHERE ENTERTAINMENT CO CL ASPHR130,920$4.6M0.34%
68GREEN BRICK PARTNERS INC COMGRBK-PA78,675$4.5M0.33%
69BUILD A BEAR WORKSHOPBBW175,425$4.4M0.33%
70FIFTH THIRD BANCORPFITBM121,050$4.4M0.33%
71DONALDSON INC COMDCI61,598$4.4M0.33%
72POWERSHARES FINANCIAL PREFERRED ETFIVZ299,136$4.4M0.33%
73MITEK SYS INC COM NEWMITK394,000$4.4M0.33%
74EVOLUTION PETE CORP COM30049A107828,012$4.4M0.32%
75DENNYS CORP COM24869P104607,600$4.3M0.32%
76ORION ENERGY SYSTEMS INCOESX3,885,702$4.3M0.32%
77WESTWOOD HLDGS GROUP INC COM961765104353,857$4.3M0.32%
78CATERPILLAR INC COMCAT12,298$4.1M0.30%
79ZOETIS INC COM CL AZTS23,431$4.1M0.30%
80MASTERCARD INCMA9,088$4.0M0.30%
81HOME DEPOTHD11,501$4.0M0.29%
82ARC DOCUMENT SOLUTIONS INCORPOR00191G1031,494,828$3.9M0.29%
83COCA COLA CO COMKO61,571$3.9M0.29%
84BAR HBR BANKSHARES COM066849100145,580$3.9M0.29%
85ALAMO GROUP INCALG22,613$3.9M0.29%
86SPDR S&P MIDCAP 400 ETF TRUSTMDY7,166$3.8M0.28%
87LAKELAND INDUSTRIES INC511795106166,176$3.8M0.28%
88BARRETT BUSINESS SERVICES INC068463108116,000$3.8M0.28%
89SPDR S&P REGIONAL BANKING ETF78464A69876,238$3.7M0.28%
90MADISON SQUARE GARDEN ENTMT COM CL A558256103107,671$3.7M0.27%
91NVIDIA CORPNVDA29,705$3.7M0.27%
92VANGUARD S&P 500 VALUE ETF92193270320,837$3.7M0.27%
93FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109180,556$3.6M0.27%
94EASTERN CO COMEML137,921$3.5M0.26%
95SPDR S&P HOMEBUILDERS ETF78464A88834,742$3.5M0.26%
96WALMART INC COMWMT51,597$3.5M0.26%
97CHEVRON CORP NEW COMCVX22,196$3.5M0.26%
98L S I INDS INC FORMERLY L S I LTG50216C108239,277$3.5M0.26%
99LIQUIDITY SERVICES INC53635B107173,175$3.5M0.26%
100STARBUCKS CORPSBUX44,305$3.4M0.26%
101HACKETT GROUP INC COMHCKT157,186$3.4M0.25%
102TEXAS INSTRS INC COM88250810417,410$3.4M0.25%
103AMERICAN ELEC PWR CO INC COM02553710138,167$3.3M0.25%
104GRAINGER W W INC COM3848021043,675$3.3M0.25%
105WASTE MANAGEMENT INC94106L10915,303$3.3M0.24%
106KIMBERLY-CLARK CORP COMKMB23,261$3.2M0.24%
107OIL DRI CORP AMER COM67786410049,200$3.2M0.23%
108STRYKER CORPSYK9,002$3.1M0.23%
109REALTY INCOME CORPO57,936$3.1M0.23%
110ISHARES MSCI JAPAN ETF46434G82244,576$3.0M0.23%
111META PLATFORMS INC CL AMETA6,012$3.0M0.22%
112WINTRUST FINANCIAL CP97650W10829,576$2.9M0.22%
113CARRIER GLOBAL CORPORATION COMCARR46,200$2.9M0.22%
114VISHAY PRECISION GROUP INC COMVPG94,318$2.9M0.21%
115GLOBAL WTR RES INC COM379463102234,893$2.8M0.21%
116DEERE & CO COMDE7,561$2.8M0.21%
117MILLER INDS INC TENN NEW60055120451,275$2.8M0.21%
118UMH PPTYS INC COM903002103176,186$2.8M0.21%
119LEXINGTON CORP PPTYS TRLXP-PC305,090$2.8M0.21%
120JOHNSON OUTDOORS CL A CLASS AJOUT78,800$2.8M0.20%
121MOVADO GROUP INC COMMOVAA109,275$2.7M0.20%
122INTL BUSINESS MACHINESINTR15,560$2.7M0.20%
123U S SILICA HLDGS INCCOM90346E103172,090$2.7M0.20%
124HAMILTON BEACH BRANDS HLDG CO COM CL AHBB153,451$2.6M0.20%
125VANECK IG FLOATING RATE ETF92189F48698,384$2.5M0.19%
126UNITEDHEALTH GROUPUNH4,889$2.5M0.18%
127EATON CORP PLC SHSETN7,937$2.5M0.18%
128NORTHWESTERN ENERGY GROUP INC COM NEWNWE49,690$2.5M0.18%
129FREEPORT MCMORAN COPPERFCX50,492$2.5M0.18%
130BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$2.4M0.18%
131BOEING CO COMBA-PA13,433$2.4M0.18%
132TECHNOLOGY SELECT SECTOR SPDR81369Y80310,789$2.4M0.18%
133CVS HEALTH CORP COMCVS40,970$2.4M0.18%
134ISHARES CORE MSCI EAFE46432F84232,947$2.4M0.18%
135FISERV INCFISV16,018$2.4M0.18%
136APOGEE ENTERPRISES INC COMAPOG37,950$2.4M0.18%
137VANGUARD SMALL CAP VALUE ETF92290861113,020$2.4M0.18%
138VANGUARD TOTAL INTL STOCK IDEX ETF92190976838,987$2.4M0.17%
139O REILLY AUTOMOTIVE INC67103H1072,221$2.3M0.17%
140INTEL CORP COMINTC75,455$2.3M0.17%
141HONEYWELL INTL INC43851610610,915$2.3M0.17%
142VANGUARD HEALTH CARE ETF92204A5048,580$2.3M0.17%
143ISHARES MORNINGSTAR LARGE GROWTH ETF46428711927,961$2.3M0.17%
144INTERFACE INC COMTILE151,075$2.2M0.16%
145SPDR S&P BANK ETF78464A79747,693$2.2M0.16%
146COMCAST CORP NEW CL ACCZ55,252$2.2M0.16%
147PROPETRO HLDG CORP COMPUMP249,425$2.2M0.16%
148GATX CORP COMGATX16,000$2.1M0.16%
149GOLDMAN SACHS GROUP INCGSCE4,641$2.1M0.16%
150COMERICA INC COM20034010740,920$2.1M0.15%
151ENERGIZER HLDGS INC NEW COMENR70,600$2.1M0.15%
152APA CORPORATION COMAPA70,485$2.1M0.15%
153KINDER MORGAN INCEP-PC102,866$2.0M0.15%
154ENPHASE ENERGY INC COMENPH20,250$2.0M0.15%
155FLEXSTEEL INDS INC COMFLEX64,400$2.0M0.15%
156VANGUARD VALUE ETF92290874412,226$2.0M0.15%
157ALLIENT INC COMALNT77,466$2.0M0.15%
158ILLINOIS TOOL WKS INC COM4523081098,114$1.9M0.14%
159TOPGOLF CALLAWAY BRANDS CORP COM131193104125,260$1.9M0.14%
160ACCURAY INC DEL COMARAY1,038,120$1.9M0.14%
161RGC RESOURCES INCRGCO92,000$1.9M0.14%
162VANGUARD HIGH DIVIDEND YIELD92194640615,716$1.9M0.14%
163NEXTERA ENERGY INC COMNEE-PW25,444$1.8M0.13%
164WEYCO GROUP INC COMWEYS59,325$1.8M0.13%
165MONRO MUFFLER BRAKE INCMNRO75,000$1.8M0.13%
166NORTHWEST NAT HLDG CO COM66765N10549,000$1.8M0.13%
167CROWN CRAFTS INC COMCRWS336,841$1.8M0.13%
168UNITIL CORPORATIONUTL33,500$1.7M0.13%
169CBOE GLOBAL MKTS INC COM12503M10810,100$1.7M0.13%
170DISNEY WALT CO COM25468710617,249$1.7M0.13%
171CONOCOPHILLIPS COMCOP14,901$1.7M0.13%
172COMFORT SYS USA INC COM1999081045,600$1.7M0.13%
1731 800 FLOWERS COM INC CL AFLWS178,525$1.7M0.13%
174WILLIAMS SONOMA INCWSM5,966$1.7M0.12%
175AMERICAN SOFTWARE CL A CLASS A029683109182,820$1.7M0.12%
176COLGATE PALMOLIVE CO COMCL15,995$1.6M0.11%
177VSE CORP COMVSECU17,500$1.5M0.11%
178MONDELEZ INTL INC CL A60920710523,485$1.5M0.11%
179EPR PPTYS SBI26884U10936,150$1.5M0.11%
180NORTHERN TR CORP COMNTRSO17,918$1.5M0.11%
181VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40730,372$1.5M0.11%
182SPROTT PHYSICAL GOLD TR UNITSII80,359$1.5M0.11%
183ACCO BRANDS CORP COMACCO306,028$1.4M0.11%
184ISHARES MSCI EAFE ETF46428746518,349$1.4M0.11%
185AZZ INC COMAZZ18,574$1.4M0.11%
186YUM! BRANDS INCYUM10,790$1.4M0.11%
187VANGUARD INFORMATION TECHNOLOGY92204A7022,464$1.4M0.11%
188NEWMONT CORP COMNEMCL33,710$1.4M0.10%
189O S I SYSTEMS INCOSIS10,152$1.4M0.10%
190ANALOG DEVICES INC COMADI6,101$1.4M0.10%
191ASTRONOVA INC COMALOT89,200$1.4M0.10%
192VANGUARD FTSE EMERGING MARKETS ETF92204285831,407$1.4M0.10%
193QUEST RESOURCE HLDG CORP COM NEWQRHC152,925$1.3M0.10%
194WORLD KINECT CORPORATION COMWKC51,325$1.3M0.10%
195AES CORPAES74,984$1.3M0.10%
196PHILIP MORRIS INTL INC71817210912,997$1.3M0.10%
197SCHWAB US DIVIDEND EQUITY ETF80852479716,805$1.3M0.10%
198BIOGEN IDEC INCBIIB5,634$1.3M0.10%
199SELECT WATER SOLUTIONS INC CL A COMWTTR121,000$1.3M0.10%
200CUMMINS INC COMCMI4,636$1.3M0.10%
201VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87015,720$1.3M0.09%
202FIRST BUSEY CORP COM NEWBUSEP51,500$1.2M0.09%
203OTTER TAIL CORP COMOTTR13,873$1.2M0.09%
204DUCOMMUN INC DEL COMDCO20,775$1.2M0.09%
205CONSTELLATION ENERGY CORP COMCEG6,009$1.2M0.09%
206HEWLETT PACKARD ENTERPRISE CO COMHPE-PC56,385$1.2M0.09%
207CARPARTS COM INC COMPRTS1,191,942$1.2M0.09%
208HUDSON TECHNOLOGIES INC COMHDSN133,650$1.2M0.09%
209ABM INDS INC COM00095710023,200$1.2M0.09%
210LUMINAR TECHNOLOGIES INC COM CL ALAZRQ782,983$1.2M0.09%
211WK KELLOGG CO COM SHS92942W10770,679$1.2M0.09%
212CANTALOUPE INC COMCTLPP175,475$1.2M0.09%
213BRISTOL-MYERS SQUIBB CO COMCELG-RI27,683$1.1M0.09%
214CLOROX CO DEL COMCLX8,320$1.1M0.08%
215VERIZON COMMUNICATIONSVZ27,515$1.1M0.08%
216CHICAGO MERCANTILE HLDGS INCCME5,670$1.1M0.08%
217BANK HAWAII CORP COM06254010919,387$1.1M0.08%
218TIPTREE INC COMTIPT66,900$1.1M0.08%
219AMERICAN EXPRESS CO COMAXP4,723$1.1M0.08%
220ALLSTATE CORPALL-PJ6,823$1.1M0.08%
221SKYLINE CHAMPION CORPORATION COMSKY15,980$1.1M0.08%
222GENERAL MLS INC COM37033410417,080$1.1M0.08%
223TENNANT CO COMTNC10,975$1.1M0.08%
224NETFLIX COM INCNFLX1,594$1.1M0.08%
225ALLIANT ENERGY CORP COMLNT20,810$1.1M0.08%
226AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$1.1M0.08%
227AT&T INC COMT-PC54,912$1.0M0.08%
228NATHANS FAMOUS INC NEW COMNATH15,370$1.0M0.08%
229VILLAGE SUPER MKT INC CL A NEW92710740938,000$1.0M0.07%
230WILLIAMS COS INC COM96945710023,477$997,7920.07%
231HERCULES CAPITAL INC COMHCXY48,709$996,1020.07%
232MARATHON PETE CORP COMMARA5,708$990,1750.07%
233ENNIS INC COMEBF45,000$985,0500.07%
234BGSF INC COMBGSF114,573$979,6010.07%
235KELLANOVA COMBEKE16,520$952,8870.07%
236IDEX CORP45167R1044,686$942,8230.07%
237VISA INCV3,551$931,9380.07%
238PARAMOUNT GLOBAL CLASS B COMMON92556H20689,094$925,6910.07%
239GRANITE RIDGE RESOURCES INC COMGRNT146,000$924,1800.07%
240ISHARES RUSSELL 2000 VALUE4642876306,055$922,1780.07%
241LAZARD LTD SHS -A -LAZ23,490$896,8650.07%
242GULFPORT ENERGY CORP COMMON SHARESGPOR5,900$890,9000.07%
243WELLS FARGO CO NEW COM94974610114,950$887,8800.07%
244ISHARES CORE S&P MID CAP ETF46428750715,165$887,4560.07%
245US BANCORP DEL COM NEWUSB-PS22,205$881,5250.07%
246ARTESIAN RES CORP CL AARTNB25,000$879,0000.07%
247V2X INC COMVVX18,225$874,0710.06%
248EMPIRE ST RLTY LP29210210094,631$862,5620.06%
249BLACKROCK INCBLK1,093$860,5410.06%
250SPOK HLDGS INC COMSPOK58,000$858,9800.06%
251PATTERSON COS INC COM70339510335,380$853,3660.06%
252NVE CORPNVT11,300$843,9970.06%
253GABELLI DIV AND INC TR36242H10436,368$825,9260.06%
254BUCKLE INC COMBKE22,000$812,6800.06%
255VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085125,402$812,5850.06%
256CENTRAL GARDEN & PET COCENTA21,075$811,3880.06%
257VANGUARD FTSE DEVELOPED MARKETS ETF92194385816,291$805,0890.06%
258SHOE CARNIVAL INC COMSCVL21,817$804,8290.06%
259SPROTT PHYSICAL SILVER TR TR UNITSII81,010$804,4290.06%
260INTUIT INCINTU1,210$795,2240.06%
261ALTRIA GROUP INC COMMO17,402$792,6750.06%
262SOUTHERN CO COMSOMN10,063$780,6240.06%
263ACCENTURE LTD BERMUDA CL AACN2,561$777,0330.06%
264HELIX ENERGY SOLUTIONS GRP INC COM42330P10765,000$776,1000.06%
265ISHARES TR RUSSELL MIDCAP INDEX FD4642874999,488$769,3260.06%
266COHU INC COMCOHU22,762$753,4220.06%
2673M CO COMMMM7,328$748,8200.06%
268QCR HOLDINGS INC COMQCRH12,460$747,6000.06%
269THERMON GROUP HOLDINGS COMTHR24,200$744,3920.06%
270PNC FINL SVCS GROUP INC COM6934751054,780$743,2710.06%
271MORGAN STANLEYMS-PQ7,564$735,1570.05%
272INVESCO S&P 500 TOP 50 ETFIVZ15,996$731,8270.05%
273VANGUARD SMALL CAP ETF9229087513,323$724,4590.05%
274GENERAL DYNAMICS CORP COMGD2,452$711,5550.05%
275ARRAY TECHNOLOGIES INC COM SHSARRY69,000$707,9400.05%
276ADOBE SYS INCADBE1,262$701,0910.05%
277UNILEVER PLC SPON ADR NEWUNLYF12,744$700,7750.05%
278AMEREN CORPAEE9,838$699,5800.05%
279RTX CORPORATION COMRTX6,940$696,7550.05%
280VALUE LINE INCVALU16,100$693,4270.05%
281MARRIOTT INTL INC5719032022,829$683,9100.05%
282ISHARES MSCI EMERGING MARKETS ETF46428723415,768$671,5490.05%
283ROCKWELL AUTOMATION INC COMROK2,397$659,8460.05%
284INVESCO S&P 500 EQUAL WEIGHT ETFIVZ4,016$659,6840.05%
285MATERION CORP COMMTRN6,100$659,5930.05%
286PHILLIPS 66PSX4,671$659,4170.05%
287PALO ALTO NETWORKS INC COMPANW1,945$659,3740.05%
288GE AEROSPACE COM NEW3696043014,046$643,2300.05%
289DTE ENERGY CO COMDTK5,776$641,2060.05%
290LAS VEGAS SANDS CORPLVS14,427$638,3760.05%
291ENERGY SELECT SECTOR SPDR81369Y5066,985$636,6570.05%
292EDWARDS LIFESCIENCES CORP COMEW6,882$635,6900.05%
293VANGUARD REIT INDEX ETF9229085537,582$635,0560.05%
294MICROCHIP TECHNOLOGY INCMCHPP6,821$624,1220.05%
295WEC ENERGY GROUP INC COMWEC7,932$622,3520.05%
296EXELON CORP COMEXC17,960$621,5850.05%
297TESLA MOTORS INCTSLA3,121$617,5830.05%
298TRUIST FINL CORP COM89832Q10915,893$617,4480.05%
299SCHWAB ETFS- US BROAD MARKET ETF8085241029,784$615,1200.05%
300COMMERCE BANCSHARES INC COMCBSH11,020$614,6900.05%
301ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI37,776$612,7290.05%
302BP PLC SPONSORED ADRBPPFF16,966$612,4560.05%
303TE CONNECTIVITY LTDTEL4,045$608,4890.05%
304ROYAL DUTCH SHELL PLC-ADRRYDAF8,358$603,2860.04%
305RESOURCES CONNECTION INC COMRGP54,610$602,8940.04%
306CSX CORPCSX17,893$598,5290.04%
307HUMANA INC COMHUM1,600$597,8400.04%
308ISHARES S&P SMALLCAP 600 ETF4642878045,604$597,7640.04%
309ISHARES GNMA BOND ETF46429B33313,872$597,4790.04%
310ONEOK INC NEW COMOKE7,078$577,2110.04%
311KROGER CO COMKR11,396$568,9850.04%
312ENTERPRISE PRODS PARTNERS L P29379210719,537$566,1780.04%
313CONSUMER STAPLES SELECT SECTOR SPDR81369Y3087,313$560,0540.04%
314LOWES COS INC COM5486611072,500$551,0860.04%
315EMERSON ELEC CO COMEMR4,985$549,1480.04%
316CAMPBELL SOUP CO COMCPB11,970$540,9120.04%
317AMERICAN TOWER CORP03027X1002,761$536,6830.04%
318LEE ENTERPRISES INC COMLEE48,181$535,2910.04%
319EPR PPTYS PFD C CV 5.7526884U20827,000$521,3700.04%
320ISHARES DOW JONES US REGIONAL BANKS46428877812,530$519,4940.04%
321TJX COS INC NEW COM8725401094,657$512,7080.04%
322YUM CHINA HLDGS INC COMYUMC16,320$503,2980.04%
323VANGUARD BOND INDEX FUND INC LONG TERM BD ETF9219377937,156$503,0100.04%
324CITIGROUP INCC-PR7,885$500,4030.04%
325JANUS HENDERSON GROUP PLC ORD SHSJHG14,665$494,3570.04%
326AMERICAN WATER WORKS CO0304201033,809$491,9700.04%
327DELL TECHNOLOGIES INC CL CDELL3,524$485,9950.04%
328ISHARES RUSSELL 1000 GROWTH ETF4642876141,331$485,1630.04%
329SIGNET JEWELERS LIMITED SHSSIG5,300$474,7740.04%
330LAKELAND FINL CORP COM5116561007,715$474,6270.04%
331AUTOMATIC DATA PROCESSING INC COMADP1,987$474,2770.04%
332NBT BANCORP INC COMNBTB12,000$463,2000.03%
333DANAHER CORP2358511021,853$462,9720.03%
334BOWLERO CORP CL A COMLUCK30,380$440,2060.03%
335J M SMUCKER CO NEW8326964054,034$439,8550.03%
336CARLYLE GROUP INC COMCGABL10,953$439,7430.03%
337DECKERS OUTDOORDECK450$435,5780.03%
338ISHARES S&P U.S. PREFERRED STOCK ETF46428868713,803$435,5000.03%
339COMMERCIAL METALS CO COMCMC7,800$428,9220.03%
340ISHARES MSCI USA ESG SELECT ETF4642888023,779$424,6460.03%
341HP INC COMHPQ11,968$419,1190.03%
342PRUDENTIAL FINL INCPUKPF3,506$410,9150.03%
343CORNING INC COMGLW10,475$406,9550.03%
344AON CORPAON1,364$400,5360.03%
345ISHARES TR DOW JONES U S HEALTHCARE4642877626,455$395,4980.03%
346CITY HLDG CO COMCHCO3,710$394,1880.03%
347WALGREENS BOOTS ALLIANCE INC COM93142710832,050$387,6390.03%
348CHURCHILL DOWNS INCCHDN2,775$387,4250.03%
349HAEMONETICS CORP MASS COMHAE4,675$386,7630.03%
350VANGUARD GROWTH ETF9229087361,031$385,4330.03%
351ISHARES NEW YORK MUNI BOND ETF4642883237,200$384,4080.03%
352POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,917$384,0400.03%
353ISHARES 1-3 YR TREASURY BOND ETF4642874574,646$379,3160.03%
354MATERIALS SELECT SECTOR SPDR81369Y1004,279$377,8780.03%
355REXFORD INDL RLTY INC COM76169C1008,285$369,4280.03%
356SALESFORCE COMCRM1,429$367,4810.03%
357LOCKHEED MARTIN CORPLMT778$363,2580.03%
358KIMBALL ELECTRONICS INC COMKE16,441$361,3730.03%
359GSK PLC SPONSORED ADRGLAXF9,363$360,4760.03%
360MEDTRONIC PLC SHSMDT4,451$350,3380.03%
361METLIFE INC COMMET-PF4,982$349,6550.03%
362ISHARES DJ US CONSUMER SERVICES4642875804,300$349,5040.03%
363BAXTER INTL INC COM07181310910,347$346,1100.03%
364COHEN & STEERS INFRASTRUCTURE FUND19248A10915,339$344,8110.03%
365ISHARES MSCI INDIA ETF46429B5986,139$342,4420.03%
366ISHARES AGGREGATE BOND ETF4642872263,490$338,7890.03%
367TG THERAPEUTICS INC COMTGTX18,900$336,2310.02%
368CONSTELLATION BRANDS INC CL ASTZ1,247$320,9450.02%
369VANGUARD MID CAP9229086291,322$319,9890.02%
370EATON VANCE TAX ADV DIV INCETN13,656$318,0480.02%
371FASTENAL COFAST5,000$314,2000.02%
372CONSOLIDATED EDISON INC COMED3,476$310,8240.02%
373AMERICA MOVIL SERIES L ADRAMXOF18,028$306,4760.02%
374HEALTH CARE SELECT SECTOR SPDR81369Y2092,029$295,6750.02%
375DUKE ENERGY CORP NEW COM NEWDUKB2,947$295,3380.02%
376VENTAS INCVTR5,674$290,8330.02%
377FIRST SOURCE CORPSRCE5,349$286,8130.02%
378NIKE INC CLASS BNKE3,775$284,5360.02%
379ELEVANCE HEALTH INC COMELV511$276,8900.02%
380SIMON PROPERTY GROUP INC8288061091,730$262,6140.02%
381ISHARES TIPS BOND ETF4642871762,268$242,2230.02%
382CONSOLIDATED COMMUNICATIONS HLDGSINC COM20903410754,553$240,0330.02%
383ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$239,6850.02%
384SNAP ON INC COMSNA907$237,0810.02%
385SPDR DOW JONES INDUSTRIAL ETF78467X109605$236,6340.02%
386APOLLO GLOBAL MGMT INC COM03769M1062,000$236,1400.02%
387XYLEM INCXYL1,726$234,0710.02%
388ISHARES DOW JONES US UTILITIES4642876972,658$233,5820.02%
389VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$228,0320.02%
390DOW INC COMDOW4,268$226,4070.02%
391FEDEX CORPFDX743$222,7810.02%
392TARGA RES CORP COMTRGP1,711$220,2860.02%
393INVESCO SOLAR ETFIVZ5,464$219,7160.02%
394ARES CAPITAL CORP COMARCC10,500$218,8200.02%
395INTERCONTINENTAL EXCHANGE INC COM45866F1041,577$215,8760.02%
396ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4075,090$214,7980.02%
397VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,276$213,5310.02%
398HARTFORD FINL SVCS GROUP INCHIG-PG2,115$212,6420.02%
399SPDR SER TR S&P DIVID ETF78464A7631,663$211,5000.02%
400AVAGO TECHNOLOGIES LTDAVGO132$211,2300.02%
401BANK OF MONTREAL0636711012,517$211,0830.02%
402UTILITIES SELECT SECTOR SPDR FUND81369Y8863,041$207,2360.02%
403ISHARES NASDAQ BIOTECHNOLOGY4642875561,488$204,2430.02%
404ISHARES SEMICONDUCTOR ETF464287523828$204,1410.02%
405ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,742$203,6920.02%
406VANGUARD ESG U.S. STOCK ETF9219107332,091$202,0800.01%
407VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467942,915$199,7660.01%
408AEROVIRONMENT INC COMAVAV1,093$199,1010.01%
409SCHWAB ETFS- US SMALL-CAP ETF8085246074,182$198,4170.01%
410BOSTON SCIENTIFIC CORPBSX2,563$197,3770.01%
411AMERICAN AIRLS GROUP INC COM02376R10217,236$195,2840.01%
412ISHARES COHEN & STEERS REIT ETF4642875643,400$194,7860.01%
413GLOBAL X CYBERSECURITY ETF37954Y3846,570$194,3410.01%
414VANGUARD SMALL-CAP GROWTH ETF922908595773$193,2510.01%
415DAVITA INC COMDVA1,390$192,6120.01%
416ISHARES CORE DIVIDEND GROWTH ETF46434V6213,291$189,5950.01%
417EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER 6029210220921,474$188,3270.01%
418DOMINION RESOURCES INCD3,837$188,0130.01%
419MCCORMICK & CO INC COM NON VTGMKC-V2,614$185,4370.01%
420TRANE TECHNOLOGIES PLC SHSTT560$184,2010.01%
421QUANTA SERVICES INC74762E102720$182,9450.01%
422CHEMED CORP NEW COMCHE335$181,7640.01%
423BANK NEW YORK MELLON CORP COM0640581003,024$181,1070.01%
424PUBLIC SVC ENTERPRISE GRP INC COM7445731062,393$176,3640.01%
425VANGUARD ENERGY92204A3061,370$174,7270.01%
426ECOLAB INC COMECL734$174,6920.01%
427LINCOLN NATL CORP IND COM5341871095,615$174,6260.01%
428CENTRAL GARDEN & PET CO CL A NON-VTGCENTA5,268$174,0020.01%
429JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8523,832$171,0890.01%
430MORNINGSTAR INC COMMORN577$170,7050.01%
431SCHLUMBERGER LTD COM STKSLB3,609$170,2730.01%
432FORD MOTOR COMPANY34537086013,445$168,6030.01%
433VANGUARD UTILITIES92204A8761,137$168,2160.01%
434OTIS WORLDWIDE CORP COMOTIS1,731$166,6260.01%
435GE VERNOVA INC COMGEV956$163,9640.01%
436JB HUNT TRANSPORT SERVICES4456581071,000$160,0000.01%
437MICRON TECHNOLOGYMU1,212$159,4140.01%
438DUPONT DE NEMOURS INC COMDD1,973$158,8080.01%
439DOMINOS PIZZA INC COMDPZ305$157,4810.01%
440SUNPOWER CORPSPWRW52,000$153,9200.01%
441ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886203,058$153,5560.01%
442VANGUARD RUSSELL 1000 VALUE ETF92206C7142,004$153,4520.01%
443FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$152,6530.01%
444EQUITY RESIDENTIALEQR2,180$151,1790.01%
445WP CAREY INC COM92936U1092,688$147,9810.01%
446TCW STRATEGIC INCOME FD INC COM87234010431,212$147,9430.01%
447YELP INC CL AYELP4,000$147,8000.01%
448CHARTER COMMUNICATIONS INC NEW CL A16119P108494$147,6860.01%
449STEELCASE INC CL A85815520311,380$147,4850.01%
450VANGUARD CONSUMER STAPLES ETF92204A207725$147,1970.01%
451LULULEMON ATHLETICA INCLULU490$146,3630.01%
452KRAFT HEINZ CO COMKHC4,528$145,8980.01%
453SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,130$144,7760.01%
454NOVARTIS AG ADRNVSEF1,358$144,6060.01%
455FT VEST US EQUITY BUFFER ETF - DECEMBER33740U5053,368$143,2890.01%
456DEVON ENERGY CORP25179M1033,018$143,0530.01%
457CIGNA CORP125523100428$141,4530.01%
458NUVEEN AMT FREE QLTY MUN INCME COMNU12,164$139,3990.01%
459CORTEVA INC COMCTVA2,534$136,6840.01%
460ESSEX PPTY TR REIT297178105500$136,1000.01%
461GRAYSCALE BITCOIN TRUSTGBTC2,550$135,7620.01%
462MATTEL INC COMMAT8,326$135,3810.01%
463AMERIPRISE FINL INC COM03076C106307$131,1470.01%
464ITT INDUSTRIES INCITT996$128,6880.01%
465POWERSHARES GLOBAL PREFERRED ETFIVZ10,922$126,1490.01%
466ARCHER DANIELS MIDLAND CO COMADM2,085$126,0600.01%
467VIKING THERAPEUTICS INC COMVKTX2,325$123,2480.01%
468PROLOGIS SHARE BENEFICIAL INTPLDGP1,097$123,2040.01%
469BLACKSTONE SECD LENDING FD COMMON STOCKBX4,008$122,7110.01%
470AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086073,452$122,4270.01%
471DELTA AIR LINES INC DEL CMNDAL2,560$121,4460.01%
472SPDR S&P SEMICONDUCTOR ETF78464A862484$119,6680.01%
473CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104725$119,6250.01%
474ISHARES TR S&P 100 INDEX FUND464287101448$118,4510.01%
475DICKS SPORTING GOODS INC COM253393102550$118,1680.01%
476BOOKING HOLDINGS INC COMBKNG29$115,3910.01%
477INVESCO S&P GLOBAL WATER INDEX ETFIVZ2,060$113,8970.01%
478CURRENCY SHARES EURO TR EUROFXE1,148$113,6060.01%
479GENUINE PARTS CO COMGPC820$113,4220.01%
480ISHARES RUSSELL 2000 GROWTH ETF464287648425$111,5750.01%
481TOOTSIE ROLL INDS INC COM8905161073,617$110,5830.01%
482ISHARES SHORT TREASURY BOND ETF4642886791,000$110,5000.01%
483TOYOTA MOTOR CORP ADSTOYOF539$110,4790.01%
484INTUITIVE SURGICAL, INC.ISRG247$109,8780.01%
485LAMB WESTON HLDGS INC COMLW1,305$109,7290.01%
486BLOCK H & R INC COMBSQKZ1,978$107,2450.01%
487SYSCO CORP COMSYY1,500$107,0850.01%
488ISHARES GLOBAL TELECOM4642872751,200$106,4960.01%
489VANGUARD INTERMEDIATE-TERM BOND ETF9219378191,390$104,1230.01%
490OLD NATL BANCORP IND6800331076,040$103,8270.01%
491VANGUARD RUSSELL 2000 ETF92206C6641,263$103,4870.01%
492MOODYS CORPMCO244$102,7070.01%
493ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,413$101,7360.01%
494RUSH STREET INTERACTIVE INC COMRSI10,600$101,6540.01%
495ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242942$100,9140.01%
496PALANTIR TECHNOLOGIES INC CL APLTR3,980$100,8130.01%
497MCKESSON CORPMCK172$100,4550.01%
498ISHARES ESG AWARE MSCI EAFE ETF46435G5161,271$100,1040.01%
499ISHARES TR S&P 1500 INDEX FD464287150833$98,9660.01%
500SOLVENTUM CORP COM SHSSOLV1,866$98,6740.01%