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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 Q4 2024 · Filed February 10, 2025 · Accession 0001062993-25-001923

Total Value
$1.44B
Positions
1,221
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO. COMVYLD268,859$64.4M4.54%
2APPLE INCAAPL252,989$63.4M4.46%
3ISHARES S&P 500 GROWTH ETF464287309522,269$53.0M3.73%
4VANGUARD TOTAL STK MKT922908769147,212$42.7M3.01%
5VANGUARD SHORT TERM CORP BOND FD ETF92206C409536,436$41.8M2.95%
6MICROSOFTMSFT98,415$41.5M2.92%
7SPDR S&P 500 ETF TRUSTSPY67,114$39.3M2.77%
8ISHARES S&P 500 VALUE ETF464287408178,004$34.0M2.39%
9BLACKSTONE GROUP LPBX164,836$28.4M2.00%
10OLD REP INTL CORP COM680223104774,886$28.0M1.98%
11VANGUARD S&P 500 ETF92290836339,730$21.4M1.51%
12KKR & CO LPKKRT129,540$19.2M1.35%
13ORACLE CORPORATIONORCL-PD93,749$15.6M1.10%
14ABBVIE INC COMABBV85,305$15.2M1.07%
15AMAZON.COM INCAMZN65,943$14.5M1.02%
16ISHARES AMT-FREE MUNI BOND ETF464288414131,460$14.0M0.99%
17GOOGLE INCGOOG73,741$14.0M0.98%
18ISHARES S&P 500 INDEX46428720022,879$13.5M0.95%
19UNION PAC CORP COMUNP56,643$12.9M0.91%
20PEPSICO INC COMPEP74,383$11.3M0.80%
21ACME UTD CORP COM004816104299,403$11.2M0.79%
22PAYCHEX INCPAYX75,655$10.6M0.75%
23COSTCO WHOLESALE CORP22160K10511,515$10.6M0.74%
24ISHARES DJ SELECT DIVIDEND46428716879,634$10.5M0.74%
25POWERSHARES QQQ TRIVZ20,305$10.4M0.73%
26ALPS TRUST ETF ALERIAN MLP00162Q452197,283$9.5M0.67%
27GALLAGHER ARTHUR J &CO36357610932,479$9.2M0.65%
28ISHARES TR RUSSELL 1000 INDEX ETF46428762228,220$9.1M0.64%
29BANK AMERICA CORP COM060505104203,344$8.9M0.63%
30VANGUARD DIVIDEND APPRECIATION ETF92190884445,084$8.8M0.62%
31VANGUARD EXTENDED MARKET ETF92290865245,237$8.6M0.61%
32VANGUARD SHORT TERM INFL-PROTECTED922020805173,166$8.4M0.59%
33FINANCIAL SELECT SECTOR SPDR81369Y605172,456$8.3M0.59%
34JOHNSON & JOHNSON COMJNJ57,538$8.3M0.59%
35COMPASS DIVERSIFIED HOLDINGSCODI-PC354,809$8.2M0.58%
36BUILD A BEAR WORKSHOPBBW175,025$8.1M0.57%
37BOOT BARN HLDGS INC COMBOOT52,900$8.0M0.57%
38TARGET CORP COMTGT56,565$7.6M0.54%
39ABBOTT LABS COMABLZF65,383$7.4M0.52%
40EXXON MOBIL CORP COMXOM66,917$7.2M0.51%
41ESCALADE INC COMESCA497,713$7.1M0.50%
42ISHARES RUSSELL 2000 ETF46428765531,562$7.0M0.49%
43PROCTER AND GAMBLE CO COM74271810941,175$6.9M0.49%
44SPDR GOLD ETFGLD28,056$6.8M0.48%
45BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A14,553$6.6M0.46%
46ELI LILLY & CO COMLLY8,483$6.5M0.46%
47SUPERIOR GROUP OF CO INC COMSGC389,775$6.4M0.45%
48QUALCOMM INC COMQCOM41,801$6.4M0.45%
49BLUE BIRD CORP COMBLBD166,176$6.4M0.45%
50POSTAL REALTY TRUST INC CL APSTL491,390$6.4M0.45%
51AMGEN INCAMGN24,423$6.4M0.45%
52UNITED STS LIME & MINERALS INC COMUNTCW47,850$6.4M0.45%
53ALPHABET INC CAP STK CL CGOOG31,862$6.1M0.43%
54SPROTT INC COM NEWSII143,833$6.1M0.43%
55CISCO SYS INCCSCO101,200$6.0M0.42%
56MERCK & CO INCMRK58,640$5.8M0.41%
57VANGUARD TOTAL BOND MARKET ETF92193783578,263$5.6M0.40%
58LIQUIDITY SERVICES INC53635B107173,175$5.6M0.39%
59ISHARES MSCI EAFE VALUE ETF464288877106,145$5.6M0.39%
60THERMO FISHER SCIENTIFIC INC COMTMO10,454$5.4M0.38%
61SPHERE ENTERTAINMENT CO CL ASPHR134,005$5.4M0.38%
62MCDONALDS CORP COMMCD18,560$5.4M0.38%
63WESTWOOD HLDGS GROUP INC COM961765104361,996$5.3M0.37%
64KIRBY CORPORATIONKEX48,291$5.1M0.36%
65BARRETT BUSINESS SERVICES INC068463108116,000$5.0M0.35%
66ETHAN ALLEN INTERIORS INC COMETD179,050$5.0M0.35%
67FIFTH THIRD BANCORPFITBM117,440$5.0M0.35%
68ROCKY BRANDS INCRCKY214,625$4.9M0.34%
69HACKETT GROUP INC COMHCKT157,186$4.8M0.34%
70MASTERCARD INCMA9,089$4.8M0.34%
71PFIZER INC COMPFE180,126$4.8M0.34%
72WALMART INC COMWMT52,164$4.7M0.33%
73L S I INDS INC FORMERLY L S I LTG50216C108239,284$4.6M0.33%
74ADVANCED MICRO DEVICES INC COMAMD37,912$4.6M0.32%
75CATERPILLAR INC COMCAT12,313$4.5M0.31%
76UNITED PARCEL SERVICE INCUPS35,411$4.5M0.31%
77BAR HBR BANKSHARES COM066849100145,580$4.5M0.31%
78GREEN BRICK PARTNERS INC COMGRBK-PA78,675$4.4M0.31%
79HOME DEPOTHD11,321$4.4M0.31%
80EVOLUTION PETE CORP COM30049A107833,264$4.4M0.31%
81POWERSHARES FINANCIAL PREFERRED ETFIVZ298,002$4.3M0.31%
82NVIDIA CORPNVDA32,237$4.3M0.30%
83OIL DRI CORP AMER COM67786410049,200$4.3M0.30%
84LAKELAND INDUSTRIES INC511795106166,181$4.2M0.30%
85SPDR S&P MIDCAP 400 ETF TRUSTMDY7,376$4.2M0.30%
86ALAMO GROUP INCALG22,150$4.1M0.29%
87STARBUCKS CORPSBUX44,614$4.1M0.29%
88DONALDSON INC COMDCI60,356$4.1M0.29%
89GRAINGER W W INC COM3848021043,705$3.9M0.28%
90ZOETIS INC COM CL AZTS23,434$3.8M0.27%
91COCA COLA CO COMKO60,795$3.8M0.27%
92MADISON SQUARE GARDEN ENTMT COM CL A558256103106,196$3.8M0.27%
93INTERFACE INC COMTILE151,075$3.7M0.26%
94EASTERN CO COMEML137,921$3.7M0.26%
95KINDER MORGAN INCEP-PC132,166$3.6M0.26%
96HAMILTON BEACH BRANDS HLDG CO COM CL AHBB214,200$3.6M0.25%
97SPDR S&P HOMEBUILDERS ETF78464A88834,149$3.6M0.25%
98VANGUARD S&P 500 VALUE ETF92193270319,307$3.6M0.25%
99META PLATFORMS INC CL AMETA6,012$3.5M0.25%
100FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109169,842$3.5M0.25%
101FLEXSTEEL INDS INC COMFLEX64,400$3.5M0.25%
102INTL BUSINESS MACHINESINTR15,449$3.4M0.24%
103WINTRUST FINANCIAL CP97650W10826,986$3.4M0.24%
104AMERICAN ELEC PWR CO INC COM02553710136,482$3.4M0.24%
105MILLER INDS INC TENN NEW60055120451,275$3.4M0.24%
106FISERV INCFISV16,268$3.3M0.24%
107UMH PPTYS INC COM903002103174,981$3.3M0.23%
108CHEVRON CORP NEW COMCVX22,584$3.3M0.23%
109STRYKER CORPSYK8,987$3.2M0.23%
110TEXAS INSTRS INC COM88250810417,071$3.2M0.23%
111CARRIER GLOBAL CORPORATION COMCARR46,800$3.2M0.23%
112DEERE & CO COMDE7,261$3.1M0.22%
113WASTE MANAGEMENT INC94106L10915,228$3.1M0.22%
114REALTY INCOME CORPO57,030$3.0M0.21%
115KIMBERLY-CLARK CORP COMKMB22,928$3.0M0.21%
116LEXINGTON CORP PPTYS TRLXP-PC366,290$3.0M0.21%
117ORION ENERGY SYSTEMS INCOESX3,711,053$3.0M0.21%
118ENERGIZER HLDGS INC NEW COMENR81,600$2.8M0.20%
119VANGUARD SMALL CAP VALUE ETF92290861113,982$2.8M0.20%
120BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$2.7M0.19%
121APOGEE ENTERPRISES INC COMAPOG37,950$2.7M0.19%
122GLOBAL WTR RES INC COM379463102234,093$2.7M0.19%
123FREEPORT MCMORAN COPPERFCX69,772$2.7M0.19%
124EATON CORP PLC SHSETN7,989$2.7M0.19%
125O REILLY AUTOMOTIVE INC67103H1072,231$2.6M0.19%
126GOLDMAN SACHS GROUP INCGSCE4,567$2.6M0.18%
127NORTHWESTERN ENERGY GROUP INC COM NEWNWE48,773$2.6M0.18%
128TECHNOLOGY SELECT SECTOR SPDR81369Y80311,190$2.6M0.18%
129VANGUARD TOTAL INTL STOCK IDEX ETF92190976843,188$2.5M0.18%
130COMERICA INC COM20034010740,920$2.5M0.18%
131GATX CORP COMGATX16,051$2.5M0.18%
132ISHARES MORNINGSTAR LARGE GROWTH ETF46428711927,525$2.5M0.17%
133HONEYWELL INTL INC43851610610,895$2.5M0.17%
134PROPETRO HLDG CORP COMPUMP262,425$2.4M0.17%
135AES CORPAES179,006$2.3M0.16%
136ACCO BRANDS CORP COMACCO429,312$2.3M0.16%
137WEYCO GROUP INC COMWEYS59,325$2.2M0.16%
138WILLIAMS SONOMA INCWSM11,932$2.2M0.16%
139VANGUARD HEALTH CARE ETF92204A5048,693$2.2M0.16%
140LOGILITY SUPPLY CHAIN SOLUTIONS, INC029683109194,489$2.2M0.15%
141EPR PPTYS SBI26884U10948,650$2.2M0.15%
142ISHARES CORE MSCI EAFE46432F84230,039$2.1M0.15%
143VANGUARD VALUE ETF92290874412,297$2.1M0.15%
144ACCURAY INC DEL COMARAY1,048,545$2.1M0.15%
145ILLINOIS TOOL WKS INC COM4523081098,115$2.1M0.14%
146ALLIENT INC COMALNT82,468$2.0M0.14%
147CBOE GLOBAL MKTS INC COM12503M10810,100$2.0M0.14%
148COMCAST CORP NEW CL ACCZ52,312$2.0M0.14%
149SPOK HLDGS INC COMSPOK122,000$2.0M0.14%
150VAIL RESORTS INCMTN10,431$2.0M0.14%
151NORTHWEST NAT HLDG CO COM66765N10548,000$1.9M0.13%
152RGC RESOURCES INCRGCO92,000$1.8M0.13%
153NORTHERN TR CORP COMNTRSO18,004$1.8M0.13%
154DISNEY WALT CO COM25468710616,558$1.8M0.13%
155NEXTERA ENERGY INC COMNEE-PW25,462$1.8M0.13%
156MOVADO GROUP INC COMMOVAA92,725$1.8M0.13%
157SHOE CARNIVAL INC COMSCVL55,142$1.8M0.13%
158UNITIL CORPORATIONUTL33,500$1.8M0.13%
159ARTESIAN RES CORP CL AARTNB57,000$1.8M0.13%
160VANGUARD HIGH DIVIDEND YIELD92194640614,022$1.8M0.13%
161SJW GROUP COMHTO35,000$1.7M0.12%
162AVISTA CORP COMAVA46,000$1.7M0.12%
163VANECK IG FLOATING RATE ETF92189F48665,611$1.7M0.12%
164CANTALOUPE INC COMCTLPP175,475$1.7M0.12%
165SCHWAB US DIVIDEND EQUITY ETF80852479760,381$1.6M0.12%
166CUMMINS INC COMCMI4,662$1.6M0.11%
167VANGUARD INFORMATION TECHNOLOGY92204A7022,592$1.6M0.11%
168COMFORT SYS USA INC COM1999081043,800$1.6M0.11%
169INTEL CORP COMINTC80,250$1.6M0.11%
170SELECT WATER SOLUTIONS INC CL A COMWTTR121,000$1.6M0.11%
171SPROTT PHYSICAL GOLD TR UNITSII79,409$1.6M0.11%
172PHILIP MORRIS INTL INC71817210913,031$1.6M0.11%
173SALESFORCE COMCRM4,566$1.5M0.11%
174VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40731,105$1.5M0.11%
175BRISTOL-MYERS SQUIBB CO COMCELG-RI26,853$1.5M0.11%
176JOHNSON OUTDOORS CL A CLASS AJOUT46,001$1.5M0.11%
177CROWN CRAFTS INC COMCRWS336,916$1.5M0.11%
178NOVO-NORDISK A/S ADR ADR CMNNONOF17,542$1.5M0.11%
179YUM! BRANDS INCYUM10,793$1.4M0.10%
180CONOCOPHILLIPS COMCOP14,549$1.4M0.10%
181COLGATE PALMOLIVE CO COMCL15,670$1.4M0.10%
182WORLD KINECT CORPORATION COMWKC51,325$1.4M0.10%
183CHAMPION HOMES INC COMSKY15,980$1.4M0.10%
184MONDELEZ INTL INC CL A60920710523,497$1.4M0.10%
185TIPTREE INC COMTIPT66,900$1.4M0.10%
186WILLIAMS COS INC COM96945710025,757$1.4M0.10%
187NETFLIX COM INCNFLX1,562$1.4M0.10%
188ENPHASE ENERGY INC COMENPH20,250$1.4M0.10%
189AMERICAN EXPRESS CO COMAXP4,685$1.4M0.10%
190BANK HAWAII CORP COM06254010919,387$1.4M0.10%
191CLOROX CO DEL COMCLX8,478$1.4M0.10%
192VANGUARD FTSE EMERGING MARKETS ETF92204285830,849$1.4M0.10%
193LINCOLN EDL SVCS CORP COM53353510085,700$1.4M0.10%
194PENGUIN SOLUTIONS INC SHSPENG70,550$1.4M0.10%
195DUCOMMUN INC DEL COMDCO20,775$1.3M0.09%
196VISA INCV4,179$1.3M0.09%
197ALLSTATE CORPALL-PJ6,824$1.3M0.09%
198O S I SYSTEMS INCOSIS7,835$1.3M0.09%
199CONSTELLATION ENERGY CORP COMCEG5,816$1.3M0.09%
200ANALOG DEVICES INC COMADI6,101$1.3M0.09%
201NATHANS FAMOUS INC NEW COMNATH16,370$1.3M0.09%
202VSE CORP COMVSECU13,400$1.3M0.09%
203ISHARES MSCI EAFE ETF46428746516,657$1.3M0.09%
204AT&T INC COMT-PC54,893$1.2M0.09%
205TURTLE BEACH CORP COM NEWTBCH72,000$1.2M0.09%
206CENTRAL GARDEN & PET COCENTA32,075$1.2M0.09%
207VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87015,503$1.2M0.09%
208ALLIANT ENERGY CORP COMLNT21,032$1.2M0.09%
209TESLA MOTORS INCTSLA3,067$1.2M0.09%
210FIRST BUSEY CORP COM NEWBUSEP51,500$1.2M0.09%
211VILLAGE SUPER MKT INC CL A NEW92710740938,000$1.2M0.09%
212LAZARD LTD SHS -A -LAZ23,490$1.2M0.09%
213RESOURCES CONNECTION INC COMRGP141,000$1.2M0.08%
214ABM INDS INC COM00095710023,200$1.2M0.08%
215HEALTHCARE SERVICES GROUP INC421906108101,100$1.2M0.08%
216VIRCO MFG CO COMVIRC111,975$1.1M0.08%
217BUCKLE INC COMBKE22,000$1.1M0.08%
218NATURES SUNSHINE PRODUCTS INC63902710174,550$1.1M0.08%
219GULFPORT ENERGY CORP COMMON SHARESGPOR5,900$1.1M0.08%
220GENERAL MLS INC COM37033410416,780$1.1M0.08%
221HORMEL FOODS CORP COMHRL34,110$1.1M0.08%
222NEWMONT CORP COMNEMCL28,622$1.1M0.08%
223GRANITE RIDGE RESOURCES INC COMGRNT164,000$1.1M0.07%
224HUDSON TECHNOLOGIES INC COMHDSN189,125$1.1M0.07%
225HERCULES CAPITAL INC COMHCXY52,450$1.1M0.07%
226WELLS FARGO CO NEW COM94974610114,750$1.0M0.07%
227QCR HOLDINGS INC COMQCRH12,460$1.0M0.07%
228OTTER TAIL CORP COMOTTR13,578$1.0M0.07%
229ISHARES RUSSELL 2000 VALUE4642876306,014$987,2430.07%
230QUEST RESOURCE HLDG CORP COM NEWQRHC150,925$981,0120.07%
231IDEX CORP45167R1044,686$980,7330.07%
232CRAWFORD & CO CL ACRD-B84,000$971,0400.07%
233US BANCORP DEL COM NEWUSB-PS20,197$966,0270.07%
234EMPIRE ST RLTY LP29210210094,631$963,5040.07%
235ENNIS INC COMEBF45,000$949,0500.07%
236VANGUARD REIT INDEX ETF92290855310,597$943,9600.07%
237AZZ INC COMAZZ11,500$942,0800.07%
238UNITEDHEALTH GROUPUNH1,845$933,3160.07%
239ISHARES CORE S&P MID CAP ETF46428750714,940$930,9110.07%
240PNC FINL SVCS GROUP INC COM6934751054,746$915,3610.06%
241ALTRIA GROUP INC COMMO17,344$906,9250.06%
242MORGAN STANLEYMS-PQ7,204$905,7020.06%
243ALEXANDER & BALDWIN INC NEW COM01449110451,000$904,7400.06%
2443M CO COMMMM7,007$904,4880.06%
245HORACE MANN EDUCATORS CORP NEW COM44032710423,000$902,2900.06%
246ACCENTURE LTD BERMUDA CL AACN2,561$900,9340.06%
247TENNANT CO COMTNC10,975$894,7920.06%
248GABELLI DIV AND INC TR36242H10436,652$885,1490.06%
249INVESCO S&P 500 EQUAL WEIGHT ETFIVZ5,029$881,2410.06%
250AMEREN CORPAEE9,838$876,9590.06%
251V2X INC COMVVX18,325$876,4850.06%
252VITESSE ENERGY INC COMMON STOCKVTS35,000$875,0000.06%
253PALO ALTO NETWORKS INC COMPANW4,790$871,5880.06%
254ENERGY SELECT SECTOR SPDR81369Y50610,050$860,9210.06%
255BIOGEN IDEC INCBIIB5,622$859,7160.06%
256VERIZON COMMUNICATIONSVZ21,278$850,8970.06%
257VALUE LINE INCVALU16,100$850,0800.06%
258ISHARES S&P U.S. PREFERRED STOCK ETF46428868726,949$847,2620.06%
259ISHARES TR RUSSELL MIDCAP INDEX FD4642874999,489$838,7910.06%
260ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI42,247$827,6220.06%
261VANGUARD SMALL CAP ETF9229087513,419$821,5100.06%
262VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085125,047$816,5320.06%
263CHICAGO MERCANTILE HLDGS INCCME3,470$805,7290.06%
264RTX CORPORATION COMRTX6,942$803,2770.06%
265MARATHON PETE CORP COMMARA5,751$802,2000.06%
266DELL TECHNOLOGIES INC CL CDELL6,943$800,0890.06%
267SPROTT PHYSICAL SILVER TR TR UNITSII81,510$786,5720.06%
268YUM CHINA HLDGS INC COMYUMC16,321$786,1780.06%
269MARRIOTT INTL INC5719032022,769$772,3180.05%
270UNILEVER PLC SPON ADR NEWUNLYF13,602$771,2160.05%
271INTUIT INCINTU1,210$760,4850.05%
272VANGUARD FTSE DEVELOPED MARKETS ETF92194385815,897$760,2000.05%
273KROGER CO COMKR12,281$750,9810.05%
274WEC ENERGY GROUP INC COMWEC7,890$741,9910.05%
275SOUTHERN CO COMSOMN8,885$731,3860.05%
276WISDOMTREE INC COMWT69,313$727,7860.05%
277LAS VEGAS SANDS CORPLVS14,103$724,3050.05%
278COMMERCE BANCSHARES INC COMCBSH11,570$720,9210.05%
279DTE ENERGY CO COMDTK5,781$697,9960.05%
280THERMON GROUP HOLDINGS COMTHR24,200$696,2340.05%
281GE AEROSPACE COM NEW3696043014,147$691,6150.05%
282INVESCO S&P 500 TOP 50 ETFIVZ13,751$686,9860.05%
283ROCKWELL AUTOMATION INC COMROK2,397$685,0390.05%
284EPR PPTYS PFD C CV 5.7526884U20832,200$669,7600.05%
285SCHWAB ETFS- US BROAD MARKET ETF80852410229,352$666,2900.05%
286CVS HEALTH CORP COMCVS14,624$656,4550.05%
287CARLYLE GROUP INC COMCGABL12,993$655,9940.05%
288BOEING CO COMBA-PA3,701$655,0770.05%
289GENERAL DYNAMICS CORP COMGD2,475$652,0080.05%
290ENTERPRISE PRODS PARTNERS L P29379210720,736$650,2720.05%
291ONEOK INC NEW COMOKE6,468$649,3870.05%
292TRUIST FINL CORP COM89832Q10914,629$634,6120.04%
293ISHARES S&P SMALLCAP 600 ETF4642878045,394$621,5020.04%
294JANUS HENDERSON GROUP PLC ORD SHSJHG14,605$621,1710.04%
295ISHARES DOW JONES US REGIONAL BANKS46428877812,280$618,4210.04%
296EMERSON ELEC CO COMEMR4,985$617,7910.04%
297EXELON CORP COMEXC16,410$617,6570.04%
298LOWES COS INC COM5486611072,500$616,9980.04%
299HELIX ENERGY SOLUTIONS GRP INC COM42330P10765,000$605,8000.04%
300ADOBE SYS INCADBE1,362$605,6540.04%
301LUCKY STRIKE ENTERTAINMENT COR CL A COMLUCK60,380$604,4040.04%
302ISHARES GNMA BOND ETF46429B33313,902$596,8040.04%
303BLACKROCK INCBLK578$592,5140.04%
304AUTOMATIC DATA PROCESSING INC COMADP1,987$581,6550.04%
305CSX CORPCSX17,981$580,2330.04%
306TE CONNECTIVITY LTDTEL4,047$578,6150.04%
307NBT BANCORP INC COMNBTB12,000$573,1200.04%
308CONSUMER STAPLES SELECT SECTOR SPDR81369Y3087,190$565,2200.04%
309VANGUARD BOND INDEX FUND INC LONG TERM BD ETF9219377938,250$564,5240.04%
310LEE ENTERPRISES INC COMLEE38,181$564,3150.04%
311CORNING INC COMGLW11,867$563,8970.04%
312TJX COS INC NEW COM8725401094,441$536,4870.04%
313HEALTH CARE SELECT SECTOR SPDR81369Y2093,875$533,1270.04%
314PHILLIPS 66PSX4,678$532,9610.04%
315WENDYS CO COM95058W10032,647$532,1450.04%
316ISHARES RUSSELL 1000 GROWTH ETF4642876141,325$532,0940.04%
317ISHARES MSCI EMERGING MARKETS ETF46428723412,600$526,9430.04%
318DECKERS OUTDOORDECK2,580$523,9720.04%
319ISHARES MSCI JAPAN ETF46434G8227,806$523,7800.04%
320ROYAL DUTCH SHELL PLC-ADRRYDAF8,358$523,6330.04%
321AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$516,4790.04%
322EDWARDS LIFESCIENCES CORP COMEW6,882$509,4740.04%
323DANAHER CORP2358511022,217$508,9120.04%
324AMERICAN TOWER CORP03027X1002,761$506,3950.04%
325BP PLC SPONSORED ADRBPPFF17,066$504,4570.04%
326CITIGROUP INCC-PR7,075$498,0230.04%
327THE CAMPBELLS COMPANY COMCPB11,845$496,0680.03%
328AON CORPAON1,365$490,1130.03%
329PALANTIR TECHNOLOGIES INC CL APLTR6,430$486,3010.03%
330PARAMOUNT GLOBAL CLASS B COMMON92556H20644,744$468,0210.03%
331AMERICAN WATER WORKS CO0304201033,739$465,4680.03%
332CARPARTS COM INC COMPRTS425,740$459,7990.03%
333ISHARES MSCI USA ESG SELECT ETF4642888023,769$458,2730.03%
334VANGUARD GROWTH ETF9229087361,088$446,4250.03%
335LOCKHEED MARTIN CORPLMT913$443,6340.03%
336CITY HLDG CO COMCHCO3,710$439,5610.03%
337J M SMUCKER CO NEW8326964053,963$436,4180.03%
338SIGNET JEWELERS LIMITED SHSSIG5,300$427,7630.03%
339PRUDENTIAL FINL INCPUKPF3,507$415,7280.03%
340ISHARES DJ US CONSUMER SERVICES4642875804,303$413,7090.03%
341HUMANA INC COMHUM1,600$405,9360.03%
342HP INC COMHPQ11,968$390,5160.03%
343POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,917$389,2470.03%
344COMMERCIAL METALS CO COMCMC7,800$386,8800.03%
345COHEN & STEERS INFRASTRUCTURE FUND19248A10915,731$378,1640.03%
346ISHARES NEW YORK MUNI BOND ETF4642883237,050$375,2010.03%
347CHURCHILL DOWNS INCCHDN2,775$370,6070.03%
348FASTENAL COFAST5,129$368,8260.03%
349HAEMONETICS CORP MASS COMHAE4,675$365,0240.03%
350MATERIALS SELECT SECTOR SPDR81369Y1004,276$359,7830.03%
351VANGUARD MID CAP9229086291,358$358,6600.03%
352ISHARES TR DOW JONES U S HEALTHCARE4642877626,105$355,7380.03%
353ISHARES AGGREGATE BOND ETF4642872263,605$349,3300.02%
354ISHARES 1-3 YR TREASURY BOND ETF4642874574,252$348,5710.02%
355MONRO MUFFLER BRAKE INCMNRO14,000$347,2000.02%
356DUKE ENERGY CORP NEW COM NEWDUKB3,182$342,7970.02%
357GE VERNOVA INC COMGEV1,033$339,7850.02%
358AVAGO TECHNOLOGIES LTDAVGO1,433$332,1670.02%
359APOLLO GLOBAL MGMT INC COM03769M1062,000$330,3200.02%
360EATON VANCE TAX ADV DIV INCETN13,701$329,5110.02%
361ISHARES SHORT TREASURY BOND ETF4642886792,980$328,1280.02%
362ISHARES MSCI INDIA ETF46429B5986,154$323,9370.02%
363REXFORD INDL RLTY INC COM76169C1008,285$320,2980.02%
364GSK PLC SPONSORED ADRGLAXF9,363$316,6570.02%
365VENTAS INCVTR5,360$315,6480.02%
366FIRST SOURCE CORPSRCE5,349$312,2750.02%
367SNAP ON INC COMSNA918$311,6650.02%
368TARGA RES CORP COMTRGP1,719$306,8860.02%
369BAXTER INTL INC COM07181310910,268$299,4140.02%
370NEXTRACKER INC CLASS A COMNXT8,000$292,2400.02%
371CONSOLIDATED EDISON INC COMED3,268$291,5770.02%
372APA CORPORATION COMAPA12,570$290,2420.02%
373MARVELL TECHNOLOGY INC COMMRVL2,563$283,1210.02%
374NIKE INC CLASS BNKE3,738$282,8290.02%
375CONSTELLATION BRANDS INC CL ASTZ1,249$275,9830.02%
376WALGREENS BOOTS ALLIANCE INC COM93142710829,511$275,3410.02%
377ISHARES SEMICONDUCTOR ETF4642875231,251$269,5270.02%
378SIMON PROPERTY GROUP INC8288061091,560$268,6480.02%
379AMERICAN AIRLS GROUP INC COM02376R10215,236$265,5630.02%
380LUMINAR TECHNOLOGIES INC COM NEW CL ALAZRQ49,231$264,8630.02%
381AMERICA MOVIL SERIES L ADRAMXOF18,028$257,9810.02%
382SPDR DOW JONES INDUSTRIAL ETF78467X109605$257,4280.02%
383ISHARES DOW JONES US UTILITIES4642876972,658$255,7230.02%
384GRAYSCALE BITCOIN TRUST ETFGBTC3,397$251,4460.02%
385ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,742$251,0220.02%
386UTILITIES SELECT SECTOR SPDR FUND81369Y8863,283$248,4960.02%
387ISHARES TIPS BOND ETF4642871762,321$247,3030.02%
388ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$244,7310.02%
389VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$243,9970.02%
390HEWLETT PACKARD ENTERPRISE CO COMHPE-PC11,385$243,0700.02%
391METLIFE INC COMMET-PF2,929$239,7940.02%
392MEDTRONIC PLC SHSMDT2,972$237,4030.02%
393VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,284$235,8970.02%
394BANK OF MONTREAL0636711012,389$231,8850.02%
395HARTFORD FINL SVCS GROUP INCHIG-PG2,115$231,3810.02%
396ARES CAPITAL CORP COMARCC10,500$229,8450.02%
397BOSTON SCIENTIFIC CORPBSX2,563$228,9270.02%
398QUANTA SERVICES INC74762E102720$227,5560.02%
399BANK NEW YORK MELLON CORP COM0640581002,944$226,1880.02%
400SPDR SER TR S&P DIVID ETF78464A7631,663$219,6820.02%
401PROGRESSIVE CORP COM743315103909$217,8050.02%
402SCHWAB ETFS- US SMALL-CAP ETF8085246078,385$216,8300.02%
403VANGUARD SMALL-CAP GROWTH ETF922908595773$216,5860.02%
404ALTIMMUNE INC COM NEWALT30,000$216,3000.02%
405EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER 6029210220921,474$214,7400.02%
4061 800 FLOWERS COM INC CL AFLWS25,575$208,9480.01%
407DAVITA INC COMDVA1,390$207,8740.01%
408VANGUARD ESG U.S. STOCK ETF9219107331,981$207,8200.01%
409ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4074,865$207,2980.01%
410TRANE TECHNOLOGIES PLC SHSTT560$206,8360.01%
411DOMINION RESOURCES INCD3,837$206,6610.01%
412ISHARES COHEN & STEERS REIT ETF4642875643,400$204,8840.01%
413FEDEX CORPFDX721$202,8390.01%
414PUBLIC SVC ENTERPRISE GRP INC COM7445731062,393$202,1850.01%
415ISHARES CORE DIVIDEND GROWTH ETF46434V6213,291$201,8700.01%
416XYLEM INCXYL1,726$200,2280.01%
417MCCORMICK & CO INC COM NON VTGMKC-V2,614$199,2910.01%
418VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467942,932$199,0420.01%
419ENBRIDGE INC COMENNPF4,677$198,4460.01%
420ISHARES NASDAQ BIOTECHNOLOGY4642875561,488$196,7280.01%
421VANGUARD UTILITIES92204A8761,165$190,3150.01%
422ELEVANCE HEALTH INC COMELV511$188,5080.01%
423SPDR S&P REGIONAL BANKING ETF78464A6983,107$187,5010.01%
424LULULEMON ATHLETICA INCLULU490$187,3810.01%
425VIKING THERAPEUTICS INC COMVKTX4,615$185,7080.01%
426GLOBAL X CYBERSECURITY ETF37954Y3845,770$185,1590.01%
427LINCOLN NATL CORP IND COM5341871095,615$178,0520.01%
428COGENT COMMUNICATIONS HLDGS IN COM NEWCCOI2,298$177,1070.01%
429CENTRAL GARDEN & PET CO CL A NON-VTGCENTA5,268$174,1070.01%
430MORNINGSTAR INC COMMORN517$174,1050.01%
431GRAYSCALE ETHEREUM TRUST ETF3896381076,204$173,8360.01%
432ECOLAB INC COMECL734$171,9910.01%
433DOW INC COMDOW4,271$171,4010.01%
434JB HUNT TRANSPORT SERVICES4456581071,000$170,6600.01%
435JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8523,856$170,3400.01%
436MITEK SYS INC COM NEWMITK15,295$170,2330.01%
437OTIS WORLDWIDE CORP COMOTIS1,831$169,6050.01%
438CHARTER COMMUNICATIONS INC NEW CL A16119P108494$169,3280.01%
439AEROVIRONMENT INC COMAVAV1,093$168,2020.01%
440VANGUARD ENERGY92204A3061,375$166,7540.01%
441VANGUARD RUSSELL 1000 VALUE ETF92206C7142,026$164,6350.01%
442FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$164,5430.01%
443AMERIPRISE FINL INC COM03076C106307$163,4560.01%
444ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886203,140$157,8550.01%
445EQUITY RESIDENTIALEQR2,191$157,2270.01%
446YELP INC CL AYELP4,000$154,8000.01%
447MICRON TECHNOLOGYMU1,837$154,6020.01%
448VANGUARD CONSUMER STAPLES ETF92204A207725$153,2500.01%
449ARRAY TECHNOLOGIES INC COM SHSARRY25,000$151,0000.01%
450DUPONT DE NEMOURS INC COMDD1,974$150,5090.01%
451TCW STRATEGIC INCOME FD INC COM87234010431,212$150,1270.01%
452SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,130$149,1940.01%
453AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086073,452$149,0740.01%
454MATTEL INC COMMAT8,326$147,6200.01%
455RUSH STREET INTERACTIVE INC COMRSI10,600$145,4320.01%
456BOOKING HOLDINGS INC COMBKNG29$144,7200.01%
457CORTEVA INC COMCTVA2,535$144,3670.01%
458ESSEX PPTY TR REIT297178105500$142,7200.01%
459ITT INDUSTRIES INCITT996$142,3360.01%
460WORKDAY INC CL AWDAY550$141,9160.01%
461BLACKSTONE SECD LENDING FD COMMON STOCKBX4,383$141,6220.01%
462KRAFT HEINZ CO COMKHC4,529$139,0980.01%
463SCHLUMBERGER LTD COM STKSLB3,609$138,3690.01%
464NUVEEN AMT FREE QLTY MUN INCME COMNU12,164$137,2100.01%
465CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104725$135,3580.01%
466DOMINOS PIZZA INC COMDPZ317$133,0640.01%
467NOVARTIS AG ADRNVSEF1,358$132,1770.01%
468CHEMED CORP NEW COMCHE248$131,3900.01%
469ISHARES TR S&P 100 INDEX FUND464287101449$129,7790.01%
470OLD NATL BANCORP IND6800331075,947$129,0790.01%
471INTUITIVE SURGICAL, INC.ISRG247$128,9240.01%
472ISHARES TR S&P 1500 INDEX FD464287150997$128,2270.01%
473FIRST CTZNS BANCSHARES INC N C CL A31946M10360$127,0140.01%
474DICKS SPORTING GOODS INC COM253393102550$125,8620.01%
475JD.COM INC SPON ADS CL AJDCMF3,576$123,9800.01%
476ISHARES BITCOIN TRUST ETFIBIT2,328$123,5000.01%
477SPDR S&P SEMICONDUCTOR ETF78464A862484$120,2500.01%
478ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,413$119,8080.01%
479HEALTH CARE REIT INCWELL945$119,0980.01%
480AXON ENTERPRISE INC COMAXON200$118,8640.01%
481VANGUARD RUSSELL 2000 ETF92206C6641,325$118,3550.01%
482DT MIDSTREAM INC COMMON STOCKDTM1,189$118,2620.01%
483CIGNA CORP125523100428$118,1620.01%
484TG THERAPEUTICS INC COMTGTX3,900$117,3900.01%
485TOOTSIE ROLL INDS INC COM8905161073,621$117,0720.01%
486CARDINAL HEALTH INCCAH989$116,9270.01%
487ISHARES GLOBAL TELECOM4642872751,203$116,2980.01%
488MOODYS CORPMCO244$115,5020.01%
489DIGITAL REALTY TRUST INC253868103641$113,6720.01%
490INVESCO S&P GLOBAL WATER INDEX ETFIVZ2,060$111,6520.01%
491ISHARES RUSSELL 2000 GROWTH ETF464287648385$110,8110.01%
492INGREDION INC COMINGR800$110,0480.01%
493CURRENCY SHARES EURO TR EUROFXE1,148$109,8180.01%
494VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF9219468851,726$108,9740.01%
495FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF1,911$107,2840.01%
496PAYPAL HLDGS INC COMPYPL1,255$107,1140.01%
497OMEGA HEALTHCARE INVS INC COM6819361002,776$105,0720.01%
498SOLVENTUM CORP COM SHSSOLV1,590$105,0350.01%
499TOYOTA MOTOR CORP ADSTOYOF539$104,8950.01%
500BLOCK H & R INC COMBSQKZ1,980$104,6010.01%