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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 2024 · Filed October 30, 2024 · Accession 0001062993-24-018117

Total Value
$1.45B
Positions
1,189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL258,856$60.3M4.21%
2JPMORGAN CHASE & CO. COMVYLD271,642$57.3M4.00%
3ISHARES S&P 500 GROWTH ETF464287309530,128$50.8M3.54%
4MICROSOFTMSFT98,505$42.4M2.96%
5VANGUARD TOTAL STK MKT922908769143,894$40.7M2.84%
6SPDR S&P 500 ETF TRUSTSPY64,473$37.0M2.58%
7ISHARES S&P 500 VALUE ETF464287408181,229$35.7M2.49%
8VANGUARD SHORT TERM CORP BOND FD ETF92206C409368,577$29.3M2.04%
9OLD REP INTL CORP COM680223104774,708$27.4M1.92%
10BLACKSTONE GROUP LPBX176,163$27.0M1.88%
11VANGUARD S&P 500 ETF92290836339,111$20.6M1.44%
12KKR & CO LPKKRT143,576$18.7M1.31%
13VANGUARD TOTAL BOND MARKET ETF921937835239,459$18.0M1.26%
14ABBVIE INC COMABBV85,431$16.9M1.18%
15ORACLE CORPORATIONORCL-PD93,215$15.9M1.11%
16UNION PAC CORP COMUNP57,092$14.1M0.98%
17ISHARES S&P 500 INDEX46428720022,561$13.0M0.91%
18ACME UTD CORP COM004816104302,734$12.6M0.88%
19PEPSICO INC COMPEP74,018$12.6M0.88%
20AMAZON.COM INCAMZN65,869$12.3M0.86%
21GOOGLE INCGOOG73,343$12.2M0.85%
22PAYCHEX INCPAYX79,705$10.7M0.75%
23ISHARES DJ SELECT DIVIDEND46428716877,837$10.5M0.73%
24ISHARES AMT-FREE MUNI BOND ETF46428841494,551$10.3M0.72%
25JOHNSON & JOHNSON COMJNJ62,956$10.2M0.71%
26COSTCO WHOLESALE CORP22160K10511,374$10.1M0.70%
27POWERSHARES QQQ TRIVZ20,069$9.8M0.68%
28VANGUARD DIVIDEND APPRECIATION ETF92190884448,113$9.5M0.67%
29GALLAGHER ARTHUR J &CO36357610932,479$9.1M0.64%
30ALPS TRUST ETF ALERIAN MLP00162Q452191,909$9.0M0.63%
31TARGET CORP COMTGT57,229$8.9M0.62%
32ISHARES TR RUSSELL 1000 INDEX ETF46428762228,220$8.9M0.62%
33BOOT BARN HLDGS INC COMBOOT52,900$8.8M0.62%
34VANGUARD SHORT TERM INFL-PROTECTED922020805176,418$8.7M0.61%
35PFIZER INC COMPFE289,007$8.4M0.58%
36BANK AMERICA CORP COM060505104206,607$8.2M0.57%
37VANGUARD EXTENDED MARKET ETF92290865244,745$8.1M0.57%
38AMGEN INCAMGN25,185$8.1M0.57%
39BLUE BIRD CORP COMBLBD166,176$8.0M0.56%
40FINANCIAL SELECT SECTOR SPDR81369Y605175,075$7.9M0.55%
41ELI LILLY & CO COMLLY8,857$7.8M0.55%
42COMPASS DIVERSIFIED HOLDINGSCODI-PC354,432$7.8M0.55%
43EXXON MOBIL CORP COMXOM66,477$7.8M0.54%
44ABBOTT LABS COMABLZF66,275$7.6M0.53%
45POSTAL REALTY TRUST INC CL APSTL493,290$7.2M0.50%
46PROCTER AND GAMBLE CO COM74271810941,105$7.1M0.50%
47QUALCOMM INC COMQCOM41,828$7.1M0.50%
48ISHARES RUSSELL 2000 ETF46428765531,786$7.0M0.49%
49ESCALADE INC COMESCA496,204$7.0M0.49%
50SPDR GOLD ETFGLD28,312$6.9M0.48%
51MERCK & CO INCMRK59,018$6.7M0.47%
52BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A14,548$6.7M0.47%
53SPROTT INC COM NEWSII152,534$6.6M0.46%
54GREEN BRICK PARTNERS INC COMGRBK-PA78,675$6.6M0.46%
55UNITED STS LIME & MINERALS INC COMUNTCW66,850$6.5M0.46%
56THERMO FISHER SCIENTIFIC INC COMTMO10,475$6.5M0.45%
57ISHARES MSCI EAFE VALUE ETF464288877108,540$6.2M0.44%
58MCDONALDS CORP COMMCD20,226$6.2M0.43%
59ADVANCED MICRO DEVICES INC COMAMD37,212$6.1M0.43%
60SUPERIOR GROUP OF CO INC COMSGC389,775$6.0M0.42%
61BUILD A BEAR WORKSHOPBBW175,025$6.0M0.42%
62SPHERE ENTERTAINMENT CO CL ASPHR134,480$5.9M0.41%
63KIRBY CORPORATIONKEX48,291$5.9M0.41%
64ROCKY SHOES & BOOTS INCRCKY184,775$5.9M0.41%
65SPDR S&P REGIONAL BANKING ETF78464A698102,993$5.8M0.41%
66ETHAN ALLEN INTERIORS INC COMETD179,050$5.7M0.40%
67CISCO SYS INCCSCO106,917$5.7M0.40%
68ALPHABET INC CAP STK CL CGOOG30,762$5.1M0.36%
69FIFTH THIRD BANCORPFITBM119,524$5.1M0.36%
70WESTWOOD HLDGS GROUP INC COM961765104358,978$5.1M0.36%
71ARC DOCUMENT SOLUTIONS INCORPOR00191G1031,495,000$5.1M0.35%
72UNITED PARCEL SERVICE INCUPS36,892$5.0M0.35%
73CATERPILLAR INC COMCAT12,306$4.8M0.34%
74POWERSHARES FINANCIAL PREFERRED ETFIVZ301,423$4.7M0.33%
75HAMILTON BEACH BRANDS HLDG CO COM CL AHBB153,451$4.7M0.33%
76HOME DEPOTHD11,423$4.6M0.32%
77ZOETIS INC COM CL AZTS23,434$4.6M0.32%
78MADISON SQUARE GARDEN ENTMT COM CL A558256103106,421$4.5M0.32%
79DONALDSON INC COMDCI61,348$4.5M0.32%
80BAR HBR BANKSHARES COM066849100145,580$4.5M0.31%
81MASTERCARD INCMA9,089$4.5M0.31%
82EASTERN CO COMEML137,921$4.5M0.31%
83COCA COLA CO COMKO61,771$4.4M0.31%
84SPDR S&P HOMEBUILDERS ETF78464A88835,343$4.4M0.31%
85EVOLUTION PETE CORP COM30049A107823,135$4.4M0.31%
86BARRETT BUSINESS SERVICES INC068463108116,000$4.4M0.30%
87STARBUCKS CORPSBUX44,438$4.3M0.30%
88SPDR S&P MIDCAP 400 ETF TRUSTMDY7,396$4.2M0.29%
89WALMART INC COMWMT51,755$4.2M0.29%
90HACKETT GROUP INC COMHCKT157,186$4.1M0.29%
91ALAMO GROUP INCALG22,613$4.1M0.28%
92SPDR S&P BANK ETF78464A79776,601$4.1M0.28%
93LIQUIDITY SERVICES INC53635B107173,175$3.9M0.28%
94L S I INDS INC FORMERLY L S I LTG50216C108239,281$3.9M0.27%
95GRAINGER W W INC COM3848021043,675$3.8M0.27%
96VANGUARD S&P 500 VALUE ETF92193270319,911$3.8M0.27%
97AMERICAN ELEC PWR CO INC COM02553710136,870$3.8M0.26%
98NVIDIA CORPNVDA30,745$3.7M0.26%
99CARRIER GLOBAL CORPORATION COMCARR46,300$3.7M0.26%
100REALTY INCOME CORPO58,379$3.7M0.26%
101FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109180,180$3.7M0.26%
102TEXAS INSTRS INC COM88250810417,034$3.5M0.25%
103UMH PPTYS INC COM903002103176,186$3.5M0.24%
104META PLATFORMS INC CL AMETA6,012$3.4M0.24%
105INTL BUSINESS MACHINESINTR15,445$3.4M0.24%
106OIL DRI CORP AMER COM67786410049,200$3.4M0.24%
107FREEPORT MCMORAN COPPERFCX67,807$3.4M0.24%
108ORION ENERGY SYSTEMS INCOESX3,933,002$3.4M0.24%
109LAKELAND INDUSTRIES INC511795106166,178$3.3M0.23%
110CHEVRON CORP NEW COMCVX22,541$3.3M0.23%
111STRYKER CORPSYK8,987$3.2M0.23%
112KIMBERLY-CLARK CORP COMKMB22,725$3.2M0.23%
113WENDYS CO COM95058W100180,915$3.2M0.22%
114WASTE MANAGEMENT INC94106L10915,228$3.2M0.22%
115DEERE & CO COMDE7,561$3.2M0.22%
116MILLER INDS INC TENN NEW60055120451,275$3.1M0.22%
117LEXINGTON CORP PPTYS TRLXP-PC311,090$3.1M0.22%
118WINTRUST FINANCIAL CP97650W10827,745$3.0M0.21%
119GLOBAL WTR RES INC COM379463102234,893$3.0M0.21%
120FISERV INCFISV16,018$2.9M0.20%
121INTERFACE INC COMTILE151,075$2.9M0.20%
122FLEXSTEEL INDS INC COMFLEX64,400$2.9M0.20%
123NORTHWESTERN ENERGY GROUP INC COM NEWNWE49,836$2.9M0.20%
124UNITEDHEALTH GROUPUNH4,853$2.8M0.20%
125KINDER MORGAN INCEP-PC127,866$2.8M0.20%
126BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$2.8M0.19%
127VANGUARD SMALL CAP VALUE ETF92290861113,623$2.7M0.19%
128APOGEE ENTERPRISES INC COMAPOG37,950$2.7M0.19%
129EATON CORP PLC SHSETN7,978$2.6M0.18%
130VANGUARD TOTAL INTL STOCK IDEX ETF92190976840,119$2.6M0.18%
131O REILLY AUTOMOTIVE INC67103H1072,221$2.6M0.18%
132CVS HEALTH CORP COMCVS39,241$2.5M0.17%
133COMERICA INC COM20034010740,920$2.5M0.17%
134TECHNOLOGY SELECT SECTOR SPDR81369Y80310,835$2.4M0.17%
135VANGUARD HEALTH CARE ETF92204A5048,580$2.4M0.17%
136ISHARES MORNINGSTAR LARGE GROWTH ETF46428711928,017$2.4M0.16%
137ISHARES CORE MSCI EAFE46432F84229,833$2.3M0.16%
138ENPHASE ENERGY INC COMENPH20,250$2.3M0.16%
139HONEYWELL INTL INC43851610610,945$2.3M0.16%
140GOLDMAN SACHS GROUP INCGSCE4,567$2.3M0.16%
141ENERGIZER HLDGS INC NEW COMENR70,600$2.2M0.16%
142NEXTERA ENERGY INC COMNEE-PW25,500$2.2M0.15%
143COMCAST CORP NEW CL ACCZ51,080$2.1M0.15%
144ILLINOIS TOOL WKS INC COM4523081098,115$2.1M0.15%
145VANGUARD VALUE ETF92290874412,169$2.1M0.15%
146GATX CORP COMGATX16,000$2.1M0.15%
147VANECK IG FLOATING RATE ETF92189F48682,660$2.1M0.15%
148DENNYS CORP COM24869P104323,600$2.1M0.15%
149RGC RESOURCES INCRGCO92,000$2.1M0.14%
150CBOE GLOBAL MKTS INC COM12503M10810,100$2.1M0.14%
151UNITIL CORPORATIONUTL33,500$2.0M0.14%
152WEYCO GROUP INC COMWEYS59,325$2.0M0.14%
153NORTHWEST NAT HLDG CO COM66765N10549,000$2.0M0.14%
154AES CORPAES95,994$1.9M0.13%
155INTEL CORP COMINTC81,607$1.9M0.13%
156PROPETRO HLDG CORP COMPUMP249,425$1.9M0.13%
157WILLIAMS SONOMA INCWSM11,932$1.8M0.13%
158SPOK HLDGS INC COMSPOK122,000$1.8M0.13%
159EPR PPTYS SBI26884U10937,150$1.8M0.13%
160AVISTA CORP COMAVA46,000$1.8M0.12%
161NEWMONT CORP COMNEMCL33,096$1.8M0.12%
162VANGUARD HIGH DIVIDEND YIELD92194640613,745$1.8M0.12%
163ARTESIAN RES CORP CL AARTNB47,000$1.7M0.12%
164MOVADO GROUP INC COMMOVAA93,275$1.7M0.12%
165MONDELEZ INTL INC CL A60920710523,547$1.7M0.12%
166JOHNSON OUTDOORS CL A CLASS AJOUT47,601$1.7M0.12%
167COMFORT SYS USA INC COM1999081044,400$1.7M0.12%
168VAIL RESORTS INCMTN9,776$1.7M0.12%
169SPROTT PHYSICAL GOLD TR UNITSII80,484$1.6M0.11%
170COLGATE PALMOLIVE CO COMCL15,670$1.6M0.11%
171NORTHERN TR CORP COMNTRSO18,003$1.6M0.11%
172CROWN CRAFTS INC COMCRWS336,878$1.6M0.11%
173WORLD KINECT CORPORATION COMWKC51,325$1.6M0.11%
174PHILIP MORRIS INTL INC71817210913,063$1.6M0.11%
175DISNEY WALT CO COM25468710616,487$1.6M0.11%
176CONOCOPHILLIPS COMCOP14,950$1.6M0.11%
177ACCURAY INC DEL COMARAY871,720$1.6M0.11%
178O S I SYSTEMS INCOSIS10,152$1.5M0.11%
179AZZ INC COMAZZ18,574$1.5M0.11%
180VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40730,331$1.5M0.11%
181CHAMPION HOMES INC COMSKY15,980$1.5M0.11%
182CONSTELLATION ENERGY CORP COMCEG5,814$1.5M0.11%
183YUM! BRANDS INCYUM10,792$1.5M0.11%
184ISHARES MSCI EAFE ETF46428746517,959$1.5M0.10%
185CUMMINS INC COMCMI4,637$1.5M0.10%
186VANGUARD INFORMATION TECHNOLOGY92204A7022,557$1.5M0.10%
187SALESFORCE COMCRM5,473$1.5M0.10%
188ALLIENT INC COMALNT77,467$1.5M0.10%
189SCHWAB US DIVIDEND EQUITY ETF80852479717,327$1.5M0.10%
190VSE CORP COMVSECU17,500$1.4M0.10%
191VANGUARD FTSE EMERGING MARKETS ETF92204285829,553$1.4M0.10%
192ACCO BRANDS CORP COMACCO258,345$1.4M0.10%
193ANALOG DEVICES INC COMADI6,101$1.4M0.10%
194CLOROX CO DEL COMCLX8,542$1.4M0.10%
195DUCOMMUN INC DEL COMDCO20,775$1.4M0.10%
196BRISTOL-MYERS SQUIBB CO COMCELG-RI26,362$1.4M0.10%
197SELECT WATER SOLUTIONS INC CL A COMWTTR121,000$1.3M0.09%
198FIRST BUSEY CORP COM NEWBUSEP51,500$1.3M0.09%
199NATHANS FAMOUS INC NEW COMNATH16,370$1.3M0.09%
200VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87015,789$1.3M0.09%
201TIPTREE INC COMTIPT66,900$1.3M0.09%
202CANTALOUPE INC COMCTLPP175,475$1.3M0.09%
203ALLSTATE CORPALL-PJ6,824$1.3M0.09%
204AMERICAN EXPRESS CO COMAXP4,684$1.3M0.09%
205ALLIANT ENERGY CORP COMLNT20,925$1.3M0.09%
206CHICAGO MERCANTILE HLDGS INCCME5,670$1.3M0.09%
207GENERAL MLS INC COM37033410416,770$1.2M0.09%
208HUDSON TECHNOLOGIES INC COMHDSN147,650$1.2M0.09%
209ABM INDS INC COM00095710023,200$1.2M0.09%
210QUEST RESOURCE HLDG CORP COM NEWQRHC152,925$1.2M0.09%
211BANK HAWAII CORP COM06254010919,387$1.2M0.08%
212AT&T INC COMT-PC55,008$1.2M0.08%
213VILLAGE SUPER MKT INC CL A NEW92710740938,000$1.2M0.08%
214ASTRONOVA INC COMALOT89,200$1.2M0.08%
215LAZARD LTD SHS -A -LAZ23,490$1.2M0.08%
216VERIZON COMMUNICATIONSVZ26,094$1.2M0.08%
217LOGILITY SUPPLY CHAIN SOLUTIONS, INC029683109103,853$1.2M0.08%
218CARPARTS COM INC COMPRTS1,223,942$1.1M0.08%
219NETFLIX COM INCNFLX1,562$1.1M0.08%
220HORMEL FOODS CORP COMHRL34,530$1.1M0.08%
221ENNIS INC COMEBF45,000$1.1M0.08%
222BIOGEN IDEC INCBIIB5,622$1.1M0.08%
223WILLIAMS COS INC COM96945710023,789$1.1M0.08%
224DELL TECHNOLOGIES INC CL CDELL9,032$1.1M0.07%
225OTTER TAIL CORP COMOTTR13,575$1.1M0.07%
226TENNANT CO COMTNC10,975$1.1M0.07%
227HERCULES CAPITAL INC COMHCXY52,080$1.0M0.07%
228V2X INC COMVVX18,225$1.0M0.07%
229INVESCO S&P 500 EQUAL WEIGHT ETFIVZ5,674$1.0M0.07%
230NATURES SUNSHINE PRODUCTS INC63902710174,550$1.0M0.07%
231ISHARES RUSSELL 2000 VALUE4642876306,052$1.0M0.07%
232IDEX CORP45167R1044,686$1.0M0.07%
233EMPIRE ST RLTY LP29210210094,631$1.0M0.07%
234VIRCO MFG CO COMVIRC71,975$993,9750.07%
2353M CO COMMMM7,102$970,8440.07%
236BUCKLE INC COMBKE22,000$967,3400.07%
237SHOE CARNIVAL INC COMSCVL21,817$956,6750.07%
238GRANITE RIDGE RESOURCES INC COMGRNT161,000$956,3400.07%
239VISA INCV3,476$955,6290.07%
240MARATHON PETE CORP COMMARA5,749$936,5700.07%
241US BANCORP DEL COM NEWUSB-PS20,437$934,5840.07%
242ISHARES CORE S&P MID CAP ETF46428750714,940$931,0610.07%
243QCR HOLDINGS INC COMQCRH12,460$922,4140.06%
244ACCENTURE LTD BERMUDA CL AACN2,561$905,2620.06%
245GULFPORT ENERGY OPERATING CORP COMMON SHARESGPOR5,900$892,9650.06%
246GABELLI DIV AND INC TR36242H10436,511$892,6880.06%
247PNC FINL SVCS GROUP INC COM6934751054,816$890,3290.06%
248SOUTHERN CO COMSOMN9,850$888,2390.06%
249ALTRIA GROUP INC COMMO17,323$884,1830.06%
250AMEREN CORPAEE9,838$860,4310.06%
251SPROTT PHYSICAL SILVER TR TR UNITSII81,010$846,5540.06%
252RTX CORPORATION COMRTX6,941$840,9720.06%
253VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085125,009$839,8450.06%
254WELLS FARGO CO NEW COM94974610114,850$838,8760.06%
255ISHARES TR RUSSELL MIDCAP INDEX FD4642874999,489$836,3200.06%
256VANGUARD FTSE DEVELOPED MARKETS ETF92194385815,761$832,3640.06%
257TESLA MOTORS INCTSLA3,151$824,3960.06%
258UNILEVER PLC SPON ADR NEWUNLYF12,564$816,1650.06%
259PARAMOUNT GLOBAL CLASS B COMMON92556H20676,235$809,6170.06%
260VANGUARD SMALL CAP ETF9229087513,401$806,6700.06%
261AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$775,0510.05%
262CENTRAL GARDEN & PET COCENTA21,075$768,6050.05%
263PALO ALTO NETWORKS INC COMPANW2,245$767,3410.05%
264WEC ENERGY GROUP INC COMWEC7,945$764,1630.05%
265VANGUARD REIT INDEX ETF9229085537,843$764,0280.05%
266GE AEROSPACE COM NEW3696043013,990$752,5160.05%
267MORGAN STANLEYMS-PQ7,216$752,2080.05%
268INTUIT INCINTU1,210$751,4100.05%
269VALUE LINE INCVALU16,100$748,6500.05%
270DTE ENERGY CO COMDTK5,778$742,0040.05%
271GENERAL DYNAMICS CORP COMGD2,453$741,4420.05%
272YUM CHINA HLDGS INC COMYUMC16,320$734,7440.05%
273EXELON CORP COMEXC18,031$731,1700.05%
274LAS VEGAS SANDS CORPLVS14,427$726,2600.05%
275INVESCO S&P 500 TOP 50 ETFIVZ15,199$722,4070.05%
276THERMON GROUP HOLDINGS COMTHR24,200$722,1280.05%
277HELIX ENERGY SOLUTIONS GRP INC COM42330P10765,000$721,5000.05%
278ADOBE SYS INCADBE1,362$705,2160.05%
279MARRIOTT INTL INC5719032022,769$688,3140.05%
280LUMINAR TECHNOLOGIES INC COM CL ALAZRQ757,983$681,9570.05%
281LOWES COS INC COM5486611072,500$677,0860.05%
282ENERGY SELECT SECTOR SPDR81369Y5067,704$676,4430.05%
283BOEING CO COMBA-PA4,361$663,0460.05%
284TRUIST FINL CORP COM89832Q10915,385$658,0220.05%
285KROGER CO COMKR11,432$655,0640.05%
286COMMERCE BANCSHARES INC COMCBSH11,020$654,5820.05%
287SCHWAB ETFS- US BROAD MARKET ETF8085241029,784$650,8320.05%
288ROCKWELL AUTOMATION INC COMROK2,397$643,4990.04%
289AMERICAN TOWER CORP03027X1002,761$642,0980.04%
290ISHARES S&P U.S. PREFERRED STOCK ETF46428868719,060$633,3530.04%
291ISHARES GNMA BOND ETF46429B33313,885$621,9070.04%
292CSX CORPCSX17,893$617,8540.04%
293ISHARES S&P SMALLCAP 600 ETF4642878045,264$615,6300.04%
294TE CONNECTIVITY LTDTEL4,076$615,4560.04%
295PHILLIPS 66PSX4,674$614,4540.04%
296VANGUARD BOND INDEX FUND INC LONG TERM BD ETF9219377938,158$613,2330.04%
297ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI38,136$612,0750.04%
298CONSUMER STAPLES SELECT SECTOR SPDR81369Y3087,326$608,0520.04%
299EPR PPTYS PFD C CV 5.7526884U20827,000$605,0700.04%
300ISHARES MSCI EMERGING MARKETS ETF46428723413,180$604,4240.04%
301ONEOK INC NEW COMOKE6,568$598,5420.04%
302CAMPBELL SOUP CO COMCPB11,982$586,1770.04%
303ISHARES DOW JONES US REGIONAL BANKS46428877812,280$583,7910.04%
304EMERSON ELEC CO COMEMR5,276$577,0360.04%
305ENTERPRISE PRODS PARTNERS L P29379210719,598$570,5060.04%
306JANUS HENDERSON GROUP PLC ORD SHSJHG14,718$560,3300.04%
307AMERICAN WATER WORKS CO0304201033,830$560,1150.04%
308ISHARES MSCI JAPAN ETF46434G8227,804$558,3010.04%
309ROYAL DUTCH SHELL PLC-ADRRYDAF8,358$551,2150.04%
310AUTOMATIC DATA PROCESSING INC COMADP1,987$549,8630.04%
311BLACKROCK INCBLK578$548,8170.04%
312SIGNET JEWELERS LIMITED SHSSIG5,300$546,6420.04%
313MICROCHIP TECHNOLOGY INCMCHPP6,803$546,2130.04%
314BP PLC SPONSORED ADRBPPFF17,166$538,8260.04%
315CARLYLE GROUP INC COMCGABL12,452$536,1650.04%
316NBT BANCORP INC COMNBTB12,000$530,7600.04%
317RESOURCES CONNECTION INC COMRGP54,610$529,7170.04%
318TJX COS INC NEW COM8725401094,417$519,1450.04%
319DANAHER CORP2358511021,833$509,6110.04%
320HUMANA INC COMHUM1,600$506,7840.04%
321ISHARES RUSSELL 1000 GROWTH ETF4642876141,331$499,6310.03%
322J M SMUCKER CO NEW8326964054,020$486,7620.03%
323BGSF INC COMBGSF56,500$475,7300.03%
324CORNING INC COMGLW10,475$472,9590.03%
325AON CORPAON1,364$472,0940.03%
326CITIGROUP INCC-PR7,503$469,6940.03%
327ISHARES AGGREGATE BOND ETF4642872264,544$460,1400.03%
328LOCKHEED MARTIN CORPLMT778$454,9310.03%
329ISHARES MSCI USA ESG SELECT ETF4642888023,779$454,8780.03%
330EDWARDS LIFESCIENCES CORP COMEW6,882$454,1430.03%
331ARRAY TECHNOLOGIES INC COM SHSARRY66,000$435,6000.03%
332CITY HLDG CO COMCHCO3,710$435,5170.03%
333HP INC COMHPQ11,968$429,2920.03%
334COMMERCIAL METALS CO COMCMC7,800$428,6880.03%
335PRUDENTIAL FINL INCPUKPF3,507$424,6850.03%
336LEE ENTERPRISES INC COMLEE48,181$419,6570.03%
337POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,917$417,3500.03%
338REXFORD INDL RLTY INC COM76169C1008,285$416,8180.03%
339VANGUARD GROWTH ETF9229087361,072$411,5380.03%
340DECKERS OUTDOORDECK2,580$411,3810.03%
341MATERIALS SELECT SECTOR SPDR81369Y1004,247$409,3260.03%
342METLIFE INC COMMET-PF4,928$406,4700.03%
343COHEN & STEERS INFRASTRUCTURE FUND19248A10915,534$404,3380.03%
344MONRO MUFFLER BRAKE INCMNRO14,000$404,0400.03%
345MEDTRONIC PLC SHSMDT4,451$400,7240.03%
346ISHARES TR DOW JONES U S HEALTHCARE4642877626,105$396,8250.03%
347MITEK SYS INC COM NEWMITK45,080$390,8440.03%
348BAXTER INTL INC COM07181310910,258$389,5010.03%
349ISHARES 1-3 YR TREASURY BOND ETF4642874574,647$386,4000.03%
350ISHARES NEW YORK MUNI BOND ETF4642883237,050$383,0260.03%
351GSK PLC SPONSORED ADRGLAXF9,363$382,7590.03%
352ISHARES DJ US CONSUMER SERVICES4642875804,302$378,3110.03%
353HAEMONETICS CORP MASS COMHAE4,675$375,7760.03%
354CHURCHILL DOWNS INCCHDN2,775$375,2420.03%
355VENTAS INCVTR5,674$363,8630.03%
356ISHARES MSCI INDIA ETF46429B5986,139$359,3250.03%
357FASTENAL COFAST5,000$357,1000.02%
358BOWLERO CORP CL A COMLUCK30,380$356,6610.02%
359VANGUARD MID CAP9229086291,325$349,5670.02%
360DUKE ENERGY CORP NEW COM NEWDUKB2,985$344,1640.02%
361WISDOMTREE INC COMWT34,313$342,7860.02%
362CONSOLIDATED EDISON INC COMED3,267$340,1710.02%
363EATON VANCE TAX ADV DIV INCETN13,678$337,7200.02%
364NIKE INC CLASS BNKE3,761$332,5060.02%
365APA CORPORATION COMAPA13,522$330,7390.02%
366TG THERAPEUTICS INC COMTGTX13,900$325,1210.02%
367CONSTELLATION BRANDS INC CL ASTZ1,248$321,6270.02%
368FIRST SOURCE CORPSRCE5,349$320,2980.02%
369HEALTH CARE SELECT SECTOR SPDR81369Y2092,029$312,5700.02%
370AMERICA MOVIL SERIES L ADRAMXOF18,028$294,9380.02%
371VIKING THERAPEUTICS INC COMVKTX4,415$279,5140.02%
372WALGREENS BOOTS ALLIANCE INC COM93142710830,696$275,0380.02%
373ISHARES DOW JONES US UTILITIES4642876972,658$271,1650.02%
374ELEVANCE HEALTH INC COMELV511$265,7200.02%
375SIMON PROPERTY GROUP INC8288061091,560$263,6710.02%
376SNAP ON INC COMSNA907$262,7670.02%
377SPDR DOW JONES INDUSTRIAL ETF78467X109605$255,9880.02%
3781 800 FLOWERS COM INC CL AFLWS32,225$255,5440.02%
379AVAGO TECHNOLOGIES LTDAVGO1,480$255,2460.02%
380ISHARES SEMICONDUCTOR ETF4642875231,105$254,8760.02%
381TARGA RES CORP COMTRGP1,716$253,9230.02%
382VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$253,3450.02%
383INTERCONTINENTAL EXCHANGE INC COM45866F1041,577$253,3290.02%
384APOLLO GLOBAL MGMT INC COM03769M1062,000$249,8200.02%
385HARTFORD FINL SVCS GROUP INCHIG-PG2,115$248,7450.02%
386ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$248,2540.02%
387UTILITIES SELECT SECTOR SPDR FUND81369Y8863,043$245,8530.02%
388ISHARES TIPS BOND ETF4642871762,216$244,7590.02%
389CONSOLIDATED COMMUNICATIONS HLDGSINC COM20903410751,553$239,2060.02%
390EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER 6029210220921,474$236,2140.02%
391SPDR SER TR S&P DIVID ETF78464A7631,663$236,2130.02%
392GE VERNOVA INC COMGEV919$234,3270.02%
393INVESCO SOLAR ETFIVZ5,412$233,3200.02%
394DOW INC COMDOW4,269$233,2320.02%
395XYLEM INCXYL1,726$233,0360.02%
396HEWLETT PACKARD ENTERPRISE CO COMHPE-PC11,385$232,9370.02%
397DAVITA INC COMDVA1,390$227,8630.02%
398ISHARES COHEN & STEERS REIT ETF4642875643,400$224,0940.02%
399ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,742$223,9520.02%
400DOMINION RESOURCES INCD3,873$223,8450.02%
401VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,281$220,1950.02%
402ARES CAPITAL CORP COMARCC10,500$219,8700.02%
403AEROVIRONMENT INC COMAVAV1,093$219,1460.02%
404MCCORMICK & CO INC COM NON VTGMKC-V2,654$218,4240.02%
405TRANE TECHNOLOGIES PLC SHSTT560$217,6890.02%
406BANK NEW YORK MELLON CORP COM0640581003,024$217,3050.02%
407ISHARES NASDAQ BIOTECHNOLOGY4642875561,488$216,6530.02%
408BANK OF MONTREAL0636711012,391$215,6980.02%
409SCHWAB ETFS- US SMALL-CAP ETF8085246074,187$215,6450.02%
410BOSTON SCIENTIFIC CORPBSX2,563$214,7790.01%
411QUANTA SERVICES INC74762E102720$214,6680.01%
412VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467942,922$214,5260.01%
413PUBLIC SVC ENTERPRISE GRP INC COM7445731062,393$213,4800.01%
414ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4074,865$211,2380.01%
415PALANTIR TECHNOLOGIES INC CL APLTR5,610$208,6920.01%
416VANGUARD SMALL-CAP GROWTH ETF922908595773$206,7030.01%
417ISHARES CORE DIVIDEND GROWTH ETF46434V6213,291$206,3130.01%
418GLOBAL X CYBERSECURITY ETF37954Y3846,570$203,3420.01%
419FEDEX CORPFDX737$201,7020.01%
420VANGUARD ESG U.S. STOCK ETF9219107331,976$200,9090.01%
421VANGUARD UTILITIES92204A8761,147$199,6020.01%
422AMERICAN AIRLS GROUP INC COM02376R10217,236$193,7330.01%
423OTIS WORLDWIDE CORP COMOTIS1,831$190,3140.01%
424ECOLAB INC COMECL734$187,4120.01%
425MORNINGSTAR INC COMMORN577$184,1320.01%
426JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8523,809$177,6730.01%
427LINCOLN NATL CORP IND COM5341871095,615$176,9290.01%
428DUPONT DE NEMOURS INC COMDD1,973$175,8540.01%
429JB HUNT TRANSPORT SERVICES4456581071,000$172,3300.01%
430VANGUARD RUSSELL 1000 VALUE ETF92206C7142,019$168,2160.01%
431VANGUARD ENERGY92204A3061,371$167,9260.01%
432CENTRAL GARDEN & PET CO CL A NON-VTGCENTA5,268$165,4150.01%
433EQUITY RESIDENTIALEQR2,187$162,8790.01%
434ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886203,092$162,5970.01%
435TCW STRATEGIC INCOME FD INC COM87234010431,212$160,1150.01%
436CHARTER COMMUNICATIONS INC NEW CL A16119P108494$160,0960.01%
437NOVARTIS AG ADRNVSEF1,391$160,0290.01%
438KRAFT HEINZ CO COMKHC4,529$159,0040.01%
439MATTEL INC COMMAT8,326$158,6100.01%
440VANGUARD CONSUMER STAPLES ETF92204A207725$158,3980.01%
441GRAYSCALE BITCOIN TRUSTGBTC3,100$156,5500.01%
442SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,130$155,7820.01%
443FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$155,3050.01%
444WP CAREY INC COM92936U1092,449$152,5470.01%
445SCHLUMBERGER LTD COM STKSLB3,609$151,3980.01%
446STEELCASE INC CL A85815520311,180$150,8180.01%
447ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,413$149,9480.01%
448CHEMED CORP NEW COMCHE248$149,0410.01%
449CORTEVA INC COMCTVA2,534$148,9900.01%
450ITT INDUSTRIES INCITT996$148,9410.01%
451CIGNA CORP125523100428$148,2440.01%
452ESSEX PPTY TR REIT297178105500$147,7100.01%
453FT VEST US EQUITY BUFFER ETF - DECEMBER33740U5053,368$147,4350.01%
454NUVEEN AMT FREE QLTY MUN INCME COMNU12,164$145,6030.01%
455AMERIPRISE FINL INC COM03076C106307$144,2320.01%
456JD.COM INC SPON ADS CL AJDCMF3,576$143,0400.01%
457FORD MOTOR COMPANY34537086013,390$141,3960.01%
458YELP INC CL AYELP4,000$140,3200.01%
459CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104725$139,7870.01%
460POWERSHARES GLOBAL PREFERRED ETFIVZ11,010$135,9720.01%
461DELTA AIR LINES INC DEL CMNDAL2,623$133,2340.01%
462DOMINOS PIZZA INC COMDPZ305$131,1930.01%
463AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086073,452$129,5030.01%
464SOLVENTUM CORP COM SHSSOLV1,814$126,4720.01%
465INVESCO S&P GLOBAL WATER INDEX ETFIVZ2,060$126,0720.01%
466BLOCK H & R INC COMBSQKZ1,979$125,7390.01%
467ISHARES TR S&P 1500 INDEX FD464287150997$125,1890.01%
468ISHARES TR S&P 100 INDEX FUND464287101449$124,2020.01%
469BLACKSTONE SECD LENDING FD COMMON STOCKBX4,220$123,6170.01%
470BOOKING HOLDINGS INC COMBKNG29$122,6910.01%
471INTUITIVE SURGICAL, INC.ISRG247$121,3440.01%
472CURRENCY SHARES EURO TR EUROFXE1,148$118,0890.01%
473DEVON ENERGY CORP25179M1033,018$118,0640.01%
474MICRON TECHNOLOGYMU1,127$116,8810.01%
475LULULEMON ATHLETICA INCLULU430$116,6800.01%
476SPDR S&P SEMICONDUCTOR ETF78464A862484$116,2400.01%
477MOODYS CORPMCO244$115,8000.01%
478RUSH STREET INTERACTIVE INC COMRSI10,600$115,0100.01%
479DICKS SPORTING GOODS INC COM253393102550$114,7850.01%
480GENUINE PARTS CO COMGPC820$114,5380.01%
481VANGUARD RUSSELL 2000 ETF92206C6641,271$113,5800.01%
482OMEGA HEALTHCARE INVS INC COM6819361002,776$112,9830.01%
483ISHARES GLOBAL TELECOM4642872751,200$112,9130.01%
484OLD NATL BANCORP IND6800331076,039$112,6920.01%
485ENBRIDGE INC COMENNPF2,772$112,5530.01%
486TOOTSIE ROLL INDS INC COM8905161073,619$112,0890.01%
487CONAGRA BRANDS INC COMCAG3,419$111,1790.01%
488ISHARES SHORT TREASURY BOND ETF4642886791,000$110,6300.01%
489FIRST CTZNS BANCSHARES INC N C CL A31946M10360$110,5560.01%
490INGREDION INC COMINGR800$109,9440.01%
491ISHARES RUSSELL 2000 GROWTH ETF464287648385$109,3400.01%
492CARDINAL HEALTH INCCAH988$109,2380.01%
493ISHARES MSCI EUROPE FINANCIALS ETF4642891804,333$107,1550.01%
494SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7882,345$107,0490.01%
495ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242947$107,0060.01%
496POTLATCHDELTIC CORPORATION COM7376301032,354$106,0300.01%
497VANECK PHARMACEUTICAL ETF92189F6921,108$105,2480.01%
498DIGITAL REALTY TRUST INC253868103641$103,7360.01%
499PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467935$99,8210.01%
500PROLOGIS SHARE BENEFICIAL INTPLDGP777$98,1290.01%