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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 Q1 2025 · Filed April 17, 2025 · Accession 0001062993-25-007620

Total Value
$1.37B
Positions
1,204
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO. COMVYLD265,743$65.2M4.80%
2APPLE INCAAPL249,009$55.3M4.08%
3ISHARES S&P 500 GROWTH ETF464287309522,677$48.5M3.57%
4VANGUARD SHORT TERM CORP BOND FD ETF92206C409549,858$43.4M3.20%
5VANGUARD TOTAL STK MKT922908769146,801$40.3M2.97%
6SPDR S&P 500 ETF TRUSTSPY65,348$36.6M2.69%
7MICROSOFTMSFT97,241$36.5M2.69%
8ISHARES S&P 500 VALUE ETF464287408181,562$34.6M2.55%
9OLD REP INTL CORP COM680223104775,480$30.4M2.24%
10BLACKSTONE GROUP LPBX160,760$22.5M1.66%
11VANGUARD S&P 500 ETF92290836341,137$21.1M1.56%
12ABBVIE INC COMABBV77,383$16.2M1.19%
13ISHARES AMT-FREE MUNI BOND ETF464288414126,473$13.3M0.98%
14UNION PAC CORP COMUNP55,720$13.2M0.97%
15ORACLE CORPORATIONORCL-PD93,750$13.1M0.97%
16ISHARES S&P 500 INDEX46428720022,927$12.9M0.95%
17KKR & CO LPKKRT111,399$12.9M0.95%
18AMAZON.COM INCAMZN64,141$12.2M0.90%
19PAYCHEX INCPAYX74,507$11.5M0.85%
20GOOGLE INCGOOG73,159$11.3M0.83%
21ACME UTD CORP COM004816104282,323$11.2M0.82%
22GALLAGHER ARTHUR J &CO36357610932,379$11.2M0.82%
23COSTCO WHOLESALE CORP22160K10511,522$10.9M0.80%
24ISHARES DJ SELECT DIVIDEND46428716879,854$10.7M0.79%
25ALPS TRUST ETF ALERIAN MLP00162Q452199,475$10.4M0.76%
26JOHNSON & JOHNSON COMJNJ57,092$9.5M0.70%
27POWERSHARES QQQ TRIVZ19,833$9.3M0.69%
28PEPSICO INC COMPEP61,398$9.2M0.68%
29ISHARES TR RUSSELL 1000 INDEX ETF46428762228,945$8.9M0.65%
30FINANCIAL SELECT SECTOR SPDR81369Y605174,204$8.7M0.64%
31ABBOTT LABS COMABLZF64,660$8.6M0.63%
32VANGUARD DIVIDEND APPRECIATION ETF92190884444,186$8.6M0.63%
33VANGUARD SHORT TERM INFL-PROTECTED922020805170,461$8.5M0.63%
34BANK AMERICA CORP COM060505104203,264$8.5M0.62%
35BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A15,355$8.2M0.60%
36SPDR GOLD ETFGLD28,002$8.1M0.59%
37VANGUARD EXTENDED MARKET ETF92290865245,782$7.9M0.58%
38ESCALADE INC COMESCA497,785$7.6M0.56%
39EXXON MOBIL CORP COMXOM63,482$7.5M0.56%
40AMGEN INCAMGN23,153$7.2M0.53%
41POSTAL REALTY TRUST INC CL APSTL494,165$7.1M0.52%
42PROCTER AND GAMBLE CO COM74271810941,377$7.1M0.52%
43ELI LILLY & CO COMLLY8,188$6.8M0.50%
44ISHARES MSCI EAFE VALUE ETF464288877108,034$6.4M0.47%
45QUALCOMM INC COMQCOM39,233$6.0M0.44%
46CISCO SYS INCCSCO97,292$6.0M0.44%
47COMPASS DIVERSIFIED HOLDINGSCODI-PC320,390$6.0M0.44%
48WESTWOOD HLDGS GROUP INC COM961765104362,014$5.9M0.43%
49MCDONALDS CORP COMMCD18,260$5.7M0.42%
50SPROTT INC COM NEWSII123,162$5.5M0.41%
51BOOT BARN HLDGS INC COMBOOT49,900$5.4M0.39%
52VANGUARD TOTAL BOND MARKET ETF92193783571,814$5.3M0.39%
53THERMO FISHER SCIENTIFIC INC COMTMO10,454$5.2M0.38%
54MERCK & CO INCMRK57,576$5.2M0.38%
55ETHAN ALLEN INTERIORS INC COMETD179,050$5.0M0.37%
56HAMILTON BEACH BRANDS HLDG CO COM CL AHBB252,600$4.9M0.36%
57KIRBY CORPORATIONKEX48,291$4.9M0.36%
58BARRETT BUSINESS SERVICES INC068463108115,350$4.7M0.35%
59BUILD A BEAR WORKSHOPBBW127,325$4.7M0.35%
60ALPHABET INC CAP STK CL CGOOG30,003$4.7M0.35%
61TARGET CORP COMTGT44,588$4.7M0.34%
62MASTERCARD INCMA8,435$4.6M0.34%
63WALMART INC COMWMT51,392$4.5M0.33%
64PFIZER INC COMPFE176,834$4.5M0.33%
65FIFTH THIRD BANCORPFITBM114,018$4.5M0.33%
66SPHERE ENTERTAINMENT CO CL ASPHR134,305$4.4M0.32%
67COCA COLA CO COMKO60,795$4.4M0.32%
68STARBUCKS CORPSBUX44,119$4.3M0.32%
69LIQUIDITY SERVICES INC53635B107138,975$4.3M0.32%
70BAR HBR BANKSHARES COM066849100145,580$4.3M0.32%
71EVOLUTION PETE CORP COM30049A107828,396$4.3M0.32%
72SUPERIOR GROUP OF CO INC COMSGC390,775$4.3M0.31%
73GREEN BRICK PARTNERS INC COMGRBK-PA73,275$4.3M0.31%
74UNITED STS LIME & MINERALS INC COMUNTCW47,400$4.2M0.31%
75ISHARES MSCI EUROPE FINANCIALS ETF464289180146,653$4.2M0.31%
76POWERSHARES FINANCIAL PREFERRED ETFIVZ290,051$4.1M0.31%
77SPDR S&P MIDCAP 400 ETF TRUSTMDY7,695$4.1M0.30%
78L S I INDS INC FORMERLY L S I LTG50216C108237,687$4.0M0.30%
79DONALDSON INC COMDCI60,190$4.0M0.30%
80ADVANCED MICRO DEVICES INC COMAMD37,980$3.9M0.29%
81AMERICAN ELEC PWR CO INC COM02553710135,600$3.9M0.29%
82HOME DEPOTHD10,599$3.9M0.29%
83CATERPILLAR INC COMCAT11,766$3.9M0.29%
84ALAMO GROUP INCALG21,550$3.8M0.28%
85CHEVRON CORP NEW COMCVX22,926$3.8M0.28%
86ROCKY BRANDS INCRCKY218,625$3.8M0.28%
87KINDER MORGAN INCEP-PC132,166$3.8M0.28%
88INTL BUSINESS MACHINESINTR14,757$3.7M0.27%
89GRAINGER W W INC COM3848021043,705$3.7M0.27%
90BLUE BIRD CORP COMBLBD112,776$3.7M0.27%
91ZOETIS INC COM CL AZTS21,965$3.6M0.27%
92FISERV INCFISV16,268$3.6M0.26%
93VANGUARD S&P 500 VALUE ETF92193270319,311$3.6M0.26%
94GLOBAL WTR RES INC COM379463102342,593$3.5M0.26%
95NVIDIA CORPNVDA32,266$3.5M0.26%
96EASTERN CO COMEML137,921$3.5M0.26%
97FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109178,828$3.5M0.25%
98UNITED PARCEL SERVICE INCUPS31,372$3.5M0.25%
99WASTE MANAGEMENT INC94106L10914,896$3.4M0.25%
100META PLATFORMS INC CL AMETA5,981$3.4M0.25%
101DEERE & CO COMDE7,261$3.4M0.25%
102OIL DRI CORP AMER COM67786410073,900$3.4M0.25%
103SPDR S&P HOMEBUILDERS ETF78464A88834,971$3.4M0.25%
104VANGUARD FTSE DEVELOPED MARKETS ETF92194385865,822$3.3M0.25%
105STRYKER CORPSYK8,917$3.3M0.24%
106INTERFACE INC COMTILE166,075$3.3M0.24%
107UMH PPTYS INC COM903002103174,981$3.3M0.24%
108LEXINGTON CORP PPTYS TRLXP-PC372,290$3.2M0.24%
109KIMBERLY-CLARK CORP COMKMB22,542$3.2M0.24%
110EATON CORP PLC SHSETN11,789$3.2M0.24%
111BERKSHIRE HATHAWAY INC DEL CL ABRK-A4$3.2M0.24%
112MADISON SQUARE GARDEN ENTMT COM CL A55825610397,196$3.2M0.23%
113HACKETT GROUP INC COMHCKT108,325$3.2M0.23%
114TEXAS INSTRS INC COM88250810417,071$3.1M0.23%
115REALTY INCOME CORPO52,774$3.1M0.23%
116WINTRUST FINANCIAL CP97650W10827,205$3.1M0.23%
117HEALTH CARE SELECT SECTOR SPDR81369Y20919,703$2.9M0.21%
118VANGUARD TOTAL INTL STOCK IDEX ETF92190976845,815$2.8M0.21%
119NORTHWESTERN ENERGY GROUP INC COM NEWNWE48,779$2.8M0.21%
120TURTLE BEACH CORP COM NEWTBCH197,500$2.8M0.21%
121O REILLY AUTOMOTIVE INC67103H1071,899$2.7M0.20%
122ENERGIZER HLDGS INC NEW COMENR90,600$2.7M0.20%
123ORION ENERGY SYSTEMS INCOESX3,711,053$2.7M0.20%
124EPR PPTYS SBI26884U10950,650$2.7M0.20%
125ACCO BRANDS CORP COMACCO634,373$2.7M0.20%
126LOGILITY SUPPLY CHAIN SOLUTIONS, INC029683109186,000$2.7M0.20%
127ISHARES MSCI JAPAN ETF46434G82238,266$2.6M0.19%
128PENGUIN SOLUTIONS INC SHSPENG150,219$2.6M0.19%
129LAKELAND INDUSTRIES INC511795106128,183$2.6M0.19%
130ISHARES CORE MSCI EAFE46432F84234,114$2.6M0.19%
131GOLDMAN SACHS GROUP INCGSCE4,561$2.5M0.18%
132GATX CORP COMGATX16,022$2.5M0.18%
133VANGUARD VALUE ETF92290874414,371$2.5M0.18%
134SJW GROUP COMHTO44,800$2.5M0.18%
135COMERICA INC COM20034010740,920$2.4M0.18%
136FLEXSTEEL INDS INC COMFLEX64,400$2.4M0.17%
137VANGUARD SMALL CAP VALUE ETF92290861112,386$2.3M0.17%
138TECHNOLOGY SELECT SECTOR SPDR81369Y80311,164$2.3M0.17%
139VANGUARD HEALTH CARE ETF92204A5048,698$2.3M0.17%
140CBOE GLOBAL MKTS INC COM12503M10810,100$2.3M0.17%
141CARRIER GLOBAL CORPORATION COMCARR35,300$2.2M0.16%
142CHICAGO MERCANTILE HLDGS INCCME8,225$2.2M0.16%
143MILLER INDS INC TENN NEW60055120451,275$2.2M0.16%
144SCHWAB US DIVIDEND EQUITY ETF80852479776,430$2.1M0.16%
145HONEYWELL INTL INC4385161069,703$2.1M0.15%
146ISHARES MORNINGSTAR LARGE GROWTH ETF46428711925,325$2.1M0.15%
147NORTHWEST NAT HLDG CO COM66765N10548,000$2.1M0.15%
148CANTALOUPE INC COMCTLPP259,475$2.0M0.15%
149DISNEY WALT CO COM25468710620,674$2.0M0.15%
150PHILIP MORRIS INTL INC71817210912,732$2.0M0.15%
151ILLINOIS TOOL WKS INC COM4523081098,116$2.0M0.15%
152SPOK HLDGS INC COMSPOK122,000$2.0M0.15%
153UNITIL CORPORATIONUTL33,500$1.9M0.14%
154PROPETRO HLDG CORP COMPUMP262,425$1.9M0.14%
155ARTESIAN RES CORP CL AARTNB59,000$1.9M0.14%
156AVISTA CORP COMAVA46,000$1.9M0.14%
157RGC RESOURCES INCRGCO92,000$1.9M0.14%
158SPROTT PHYSICAL GOLD TR UNITSII79,409$1.9M0.14%
159VILLAGE SUPER MKT INC CL A NEW92710740950,000$1.9M0.14%
160ACCURAY INC DEL COMARAY1,058,545$1.9M0.14%
161VANGUARD HIGH DIVIDEND YIELD92194640614,683$1.9M0.14%
162WILLIAMS SONOMA INCWSM11,932$1.9M0.14%
163LINDBLAD EXPEDITIONS HLDGS INC COMLIND201,900$1.9M0.14%
164COMCAST CORP NEW CL ACCZ50,522$1.9M0.14%
165INTEL CORP COMINTC81,939$1.9M0.14%
166NEXTERA ENERGY INC COMNEE-PW25,683$1.8M0.13%
167ALLIENT INC COMALNT82,468$1.8M0.13%
168WEYCO GROUP INC COMWEYS59,325$1.8M0.13%
169MOVADO GROUP INC COMMOVAA107,025$1.8M0.13%
170NORTHERN TR CORP COMNTRSO18,004$1.8M0.13%
171APOGEE ENTERPRISES INC COMAPOG37,950$1.8M0.13%
172SELECT WATER SOLUTIONS INC CL A COMWTTR166,000$1.7M0.13%
173ISHARES RUSSELL 2000 ETF4642876558,572$1.7M0.13%
174YUM! BRANDS INCYUM10,794$1.7M0.13%
175LINCOLN EDL SVCS CORP COM533535100106,275$1.7M0.12%
176VANECK IG FLOATING RATE ETF92189F48664,621$1.7M0.12%
177VAIL RESORTS INCMTN10,186$1.6M0.12%
178BRISTOL-MYERS SQUIBB CO COMCELG-RI26,076$1.6M0.12%
179VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40731,922$1.6M0.11%
180AT&T INC COMT-PC54,896$1.6M0.11%
181WILLIAMS COS INC COM96945710025,965$1.6M0.11%
182NEWMONT CORP COMNEMCL31,574$1.5M0.11%
183CONOCOPHILLIPS COMCOP14,214$1.5M0.11%
184VISA INCV4,164$1.5M0.11%
185WORLD KINECT CORPORATION COMWKC51,325$1.5M0.11%
186CUMMINS INC COMCMI4,597$1.4M0.11%
187NOVO-NORDISK A/S ADR ADR CMNNONOF20,742$1.4M0.11%
188VANGUARD FTSE EMERGING MARKETS ETF92204285831,774$1.4M0.11%
189ALLSTATE CORPALL-PJ6,715$1.4M0.10%
190NETFLIX COM INCNFLX1,477$1.4M0.10%
191VANGUARD INFORMATION TECHNOLOGY92204A7022,511$1.4M0.10%
192ISHARES MSCI EAFE ETF46428746516,654$1.4M0.10%
193ALLIANT ENERGY CORP COMLNT21,144$1.4M0.10%
194BANK HAWAII CORP COM06254010919,387$1.3M0.10%
195SIMULATIONS PLUS INCSLP53,000$1.3M0.10%
196AMERICAN EXPRESS CO COMAXP4,685$1.3M0.09%
197ENPHASE ENERGY INC COMENPH20,250$1.3M0.09%
198CLOROX CO DEL COMCLX8,483$1.2M0.09%
199MONDELEZ INTL INC CL A60920710518,385$1.2M0.09%
200SHOE CARNIVAL INC COMSCVL55,892$1.2M0.09%
201CROWN CRAFTS INC COMCRWS336,958$1.2M0.09%
202DUCOMMUN INC DEL COMDCO20,775$1.2M0.09%
203OTTER TAIL CORP COMOTTR14,681$1.2M0.09%
204CENTRAL GARDEN & PET COCENTA32,075$1.2M0.09%
205CONSTELLATION ENERGY CORP COMCEG5,820$1.2M0.09%
206COLGATE PALMOLIVE CO COMCL12,495$1.2M0.09%
207VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87014,289$1.2M0.09%
208JOHNSON OUTDOORS CL A CLASS AJOUT45,801$1.1M0.08%
209FIRST BUSEY CORP COM NEWBUSEP51,500$1.1M0.08%
210ABM INDS INC COM00095710023,200$1.1M0.08%
211WELLS FARGO CO NEW COM94974610115,250$1.1M0.08%
212GULFPORT ENERGY CORP COMMON SHARESGPOR5,900$1.1M0.08%
213SALESFORCE COMCRM4,025$1.1M0.08%
214CRAWFORD & CO CL ACRD-B94,000$1.1M0.08%
215VIRCO MFG CO COMVIRC113,175$1.1M0.08%
216INVESCO S&P 500 EQUAL WEIGHT ETFIVZ6,084$1.1M0.08%
217VANGUARD REIT INDEX ETF92290855311,560$1.0M0.08%
218ALTRIA GROUP INC COMMO17,365$1.0M0.08%
219HEALTHCARE SERVICES GROUP INC421906108102,950$1.0M0.08%
220HORMEL FOODS CORP COMHRL33,416$1.0M0.08%
221HERCULES CAPITAL INC COMHCXY53,604$1.0M0.08%
2223M CO COMMMM7,007$1.0M0.08%
223GENERAL MLS INC COM37033410416,792$1.0M0.07%
224CECO ENVIRONMENTAL CORP COMCECO44,000$1.0M0.07%
225GRANITE RIDGE RESOURCES INC COMGRNT164,000$997,1200.07%
226AMEREN CORPAEE9,838$987,7350.07%
227HORACE MANN EDUCATORS CORP NEW COM44032710423,000$982,7900.07%
228ANALOG DEVICES INC COMADI4,801$968,2180.07%
229LAZARD LTD SHS -A -LAZ22,011$953,0960.07%
230SPROTT PHYSICAL SILVER TR TR UNITSII81,510$945,5160.07%
231NATURES SUNSHINE PRODUCTS INC63902710174,550$935,6020.07%
232COMFORT SYS USA INC COM1999081042,900$934,7570.07%
233VITESSE ENERGY INC COMMON STOCKVTS37,620$925,0760.07%
234RESOURCES CONNECTION INC COMRGP141,000$922,1400.07%
235RTX CORPORATION COMRTX6,942$919,5410.07%
236UNITEDHEALTH GROUPUNH1,751$917,2270.07%
237ALEXANDER & BALDWIN INC NEW COM01449110453,000$913,1900.07%
238ENNIS INC COMEBF45,000$904,0500.07%
239CHAMPION HOMES INC COMSKY9,500$900,2200.07%
240V2X INC COMVVX18,325$898,8410.07%
241ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI47,892$890,3030.07%
242GABELLI DIV AND INC TR36242H10436,831$888,7430.07%
243QCR HOLDINGS INC COMQCRH12,460$888,6470.07%
244AZZ INC COMAZZ10,500$877,9050.06%
245TENNANT CO COMTNC10,975$875,2560.06%
246VERIZON COMMUNICATIONSVZ19,180$870,0100.06%
247US BANCORP DEL COM NEWUSB-PS20,299$857,0300.06%
248WEC ENERGY GROUP INC COMWEC7,856$856,1680.06%
249ISHARES S&P U.S. PREFERRED STOCK ETF46428868727,771$853,4000.06%
250ISHARES SHORT TREASURY BOND ETF4642886797,679$848,1930.06%
251IDEX CORP45167R1044,686$848,0250.06%
252BUCKLE INC COMBKE22,000$843,0400.06%
253MORGAN STANLEYMS-PQ7,204$840,5050.06%
254ISHARES RUSSELL 2000 VALUE4642876305,567$840,4620.06%
255MARATHON PETE CORP COMMARA5,752$838,0450.06%
256KROGER CO COMKR12,338$835,1420.06%
257PALO ALTO NETWORKS INC COMPANW4,890$834,4300.06%
258PNC FINL SVCS GROUP INC COM6934751054,746$834,2910.06%
259GE AEROSPACE COM NEW3696043014,135$827,5810.06%
260STANDARD MTR PRODS INC COM85366610533,000$822,6900.06%
261ENERGY SELECT SECTOR SPDR81369Y5068,758$818,4250.06%
262SOUTHERN CO COMSOMN8,891$817,4950.06%
263VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085125,061$812,5050.06%
264UNILEVER PLC SPON ADR NEWUNLYF13,602$809,9800.06%
265ISHARES TR RUSSELL MIDCAP INDEX FD4642874999,489$807,1980.06%
266VANGUARD SMALL CAP ETF9229087513,633$805,6630.06%
267ISHARES CORE S&P MID CAP ETF46428750713,740$801,7290.06%
268DTE ENERGY CO COMDTK5,783$799,5990.06%
269ACCENTURE LTD BERMUDA CL AACN2,525$787,9010.06%
270BIOGEN IDEC INCBIIB5,622$769,3140.06%
271EXELON CORP COMEXC16,474$759,1350.06%
272VSE CORP COMVSECU6,300$755,9370.06%
273CSX CORPCSX25,561$752,2680.06%
274TESLA MOTORS INCTSLA2,877$745,6030.05%
275EPR PPTYS PFD C CV 5.7526884U20832,200$743,1760.05%
276INTUIT INCINTU1,210$742,9280.05%
277EMPIRE ST RLTY LP29210210094,631$734,3370.05%
278COMMERCE BANCSHARES INC COMCBSH11,570$719,9950.05%
279NATHANS FAMOUS INC NEW COMNATH7,370$710,2840.05%
280ENTERPRISE PRODS PARTNERS L P29379210720,793$709,8660.05%
281FREEPORT MCMORAN COPPERFCX18,210$689,4310.05%
282O S I SYSTEMS INCOSIS3,500$680,1900.05%
283THERMON GROUP HOLDINGS COMTHR24,200$673,9700.05%
284MARRIOTT INTL INC5719032022,769$659,5190.05%
285ONEOK INC NEW COMOKE6,468$641,7550.05%
286GENERAL DYNAMICS CORP COMGD2,353$641,2550.05%
287INVESCO S&P 500 TOP 50 ETFIVZ13,753$632,8990.05%
288DELL TECHNOLOGIES INC CL CDELL6,938$632,4110.05%
289SCHWAB ETFS- US BROAD MARKET ETF80852410229,352$631,9490.05%
290VALUE LINE INCVALU16,100$622,5870.05%
291ROCKWELL AUTOMATION INC COMROK2,397$619,3370.05%
292WISDOMTREE INC COMWT69,313$618,2720.05%
293BOEING CO COMBA-PA3,583$611,0810.05%
294ISHARES GNMA BOND ETF46429B33313,911$610,6850.04%
295AUTOMATIC DATA PROCESSING INC COMADP1,987$607,0880.04%
296LUCKY STRIKE ENTERTAINMENT COR CL A COMLUCK60,460$590,0900.04%
297VANGUARD BOND INDEX FUND INC LONG TERM BD ETF9219377938,296$584,1870.04%
298LOWES COS INC COM5486611072,500$583,1060.04%
299BP PLC SPONSORED ADRBPPFF17,066$576,6440.04%
300TRUIST FINL CORP COM89832Q10913,842$569,6040.04%
301CONSUMER STAPLES SELECT SECTOR SPDR81369Y3086,814$556,4700.04%
302AMERICAN WATER WORKS CO0304201033,739$551,5770.04%
303LAS VEGAS SANDS CORPLVS14,103$544,8030.04%
304ISHARES DOW JONES US REGIONAL BANKS46428877811,680$544,6380.04%
305ISHARES RUSSELL 1000 GROWTH ETF4642876141,505$543,4400.04%
306CORNING INC COMGLW11,867$543,2610.04%
307HELIX ENERGY SOLUTIONS GRP INC COM42330P10765,000$540,1500.04%
308TJX COS INC NEW COM8725401094,417$537,9600.04%
309AON CORPAON1,335$532,6810.04%
310JANUS HENDERSON GROUP PLC ORD SHSJHG14,653$529,6980.04%
311BLACKROCK INCBLK558$528,1360.04%
312CARLYLE GROUP INC COMCGABL11,862$517,0860.04%
313NBT BANCORP INC COMNBTB12,000$514,8000.04%
314YUM CHINA HLDGS INC COMYUMC9,593$499,3920.04%
315ADOBE SYS INCADBE1,302$499,3560.04%
316EDWARDS LIFESCIENCES CORP COMEW6,882$498,8070.04%
317PALANTIR TECHNOLOGIES INC CL APLTR5,885$496,6940.04%
318ISHARES S&P SMALLCAP 600 ETF4642878044,747$496,3930.04%
319CARPARTS COM INC COMPRTS489,940$489,9400.04%
320CITIGROUP INCC-PR6,820$484,1530.04%
321ISHARES MSCI EMERGING MARKETS ETF46428723410,998$480,6240.04%
322J M SMUCKER CO NEW8326964053,964$469,3500.03%
323DANAHER CORP2358511022,217$454,4850.03%
324THE CAMPBELLS COMPANY COMCPB11,361$453,5380.03%
325AMERICAN TOWER CORP03027X1002,022$439,9870.03%
326CITY HLDG CO COMCHCO3,710$435,8140.03%
327ISHARES MSCI USA ESG SELECT ETF4642888023,769$432,9450.03%
328TE CONNECTIVITY LTDTEL3,035$428,9450.03%
329HUMANA INC COMHUM1,600$423,3600.03%
330VANGUARD MID CAP9229086291,627$420,7840.03%
331VANGUARD GROWTH ETF9229087361,101$408,0890.03%
332COHEN & STEERS INFRASTRUCTURE FUND19248A10915,934$407,1070.03%
333FASTENAL COFAST5,129$397,7540.03%
334LEE ENTERPRISES INC COMLEE38,181$396,3190.03%
335ROYAL DUTCH SHELL PLC-ADRRYDAF5,400$395,7170.03%
336PHILLIPS 66PSX3,186$393,3930.03%
337PRUDENTIAL FINL INCPUKPF3,508$391,7660.03%
338DUKE ENERGY CORP NEW COM NEWDUKB3,182$388,1210.03%
339LXP INDUSTRIAL TRUST PFD CONV SER CLXP-PC8,500$387,6000.03%
340POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,917$381,7330.03%
341ISHARES DJ US CONSUMER SERVICES4642875804,305$380,2680.03%
342ISHARES TR DOW JONES U S HEALTHCARE4642877626,105$371,7330.03%
343ISHARES NEW YORK MUNI BOND ETF4642883237,050$371,1820.03%
344MATERIALS SELECT SECTOR SPDR81369Y1004,310$370,5740.03%
345AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$367,1610.03%
346GSK PLC SPONSORED ADRGLAXF9,363$362,7230.03%
347CONSOLIDATED EDISON INC COMED3,269$361,4670.03%
348COMMERCIAL METALS CO COMCMC7,800$358,8780.03%
349ISHARES AGGREGATE BOND ETF4642872263,622$358,2550.03%
350CVS HEALTH CORP COMCVS5,219$353,6030.03%
351ISHARES 1-3 YR TREASURY BOND ETF4642874574,253$351,8350.03%
352BAXTER INTL INC COM07181310910,203$349,2340.03%
353TARGA RES CORP COMTRGP1,723$345,3540.03%
354VENTAS INCVTR4,960$341,0570.03%
355NEXTRACKER INC CLASS A COMNXT8,000$337,1200.02%
356HP INC COMHPQ11,968$331,3940.02%
357REXFORD INDL RLTY INC COM76169C1008,285$324,3580.02%
358FIRST SOURCE CORPSRCE5,349$319,9240.02%
359GE VERNOVA INC COMGEV1,030$314,4450.02%
360SNAP ON INC COMSNA918$309,4210.02%
361CHURCHILL DOWNS INCCHDN2,776$308,3160.02%
362EATON VANCE TAX ADV DIV INCETN13,235$307,9750.02%
363FARMER BROS CO COM307675108136,000$301,9200.02%
364EMERSON ELEC CO COMEMR2,750$301,5100.02%
365LEGALZOOM COM INC COMLZ35,000$301,3500.02%
366WENDYS CO COM95058W10020,459$299,3130.02%
367RESERVOIR MEDIA INC COMRSVRW39,000$297,5700.02%
368HAEMONETICS CORP MASS COMHAE4,675$297,0960.02%
369IMAX CORPIMAX11,000$289,8500.02%
370ONESPAWORLD HOLDINGS LIMITED COMOSW17,000$285,4300.02%
371APOLLO GLOBAL MGMT INC COM03769M1062,006$274,7270.02%
372SILICON MOTION TECHNOLOGY CORP SPONSORED ADRSIMO5,400$273,0240.02%
373EVI INDS INC COM26929N10216,000$268,4800.02%
374MEDTRONIC PLC SHSMDT2,972$267,0640.02%
375VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467943,624$267,0260.02%
376ARES CAPITAL CORP COMARCC12,033$266,6410.02%
377PROGRESSIVE CORP COM743315103929$263,0520.02%
378HARTFORD FINL SVCS GROUP INCHIG-PG2,100$259,8330.02%
379SIMON PROPERTY GROUP INC8288061091,560$259,0850.02%
380BOSTON SCIENTIFIC CORPBSX2,563$258,5550.02%
381ISHARES TIPS BOND ETF4642871762,321$257,8410.02%
382AMERICA MOVIL SERIES L ADRAMXOF18,028$256,3580.02%
383VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$255,8100.02%
384ISHARES MSCI INDIA ETF46429B5984,941$254,3660.02%
385SPDR DOW JONES INDUSTRIAL ETF78467X109605$254,0270.02%
386UTILITIES SELECT SECTOR SPDR FUND81369Y8863,170$249,9620.02%
387ISHARES DOW JONES US UTILITIES4642876972,458$249,2870.02%
388BANK NEW YORK MELLON CORP COM0640581002,944$246,9130.02%
389LUMINAR TECHNOLOGIES INC COM NEW CL ALAZRQ45,629$245,9400.02%
390ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,742$244,0720.02%
391DECKERS OUTDOORDECK2,180$243,7460.02%
392AVAGO TECHNOLOGIES LTDAVGO1,437$240,6340.02%
393METLIFE INC COMMET-PF2,929$235,1790.02%
394NIKE INC CLASS BNKE3,701$234,9590.02%
395ISHARES SEMICONDUCTOR ETF4642875231,244$234,1000.02%
396ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4075,471$232,6270.02%
397WALGREENS BOOTS ALLIANCE INC COM93142710820,592$230,0170.02%
398BANK OF MONTREAL0636711012,389$228,2050.02%
399SPDR SER TR S&P DIVID ETF78464A7631,663$225,6360.02%
400ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$224,0250.02%
401AES CORPAES18,000$223,5600.02%
402ELEVANCE HEALTH INC COMELV511$222,2650.02%
403GRAYSCALE BITCOIN TRUST ETFGBTC3,397$221,3820.02%
404MCCORMICK & CO INC COM NON VTGMKC-V2,614$215,1580.02%
405DOMINION RESOURCES INCD3,837$215,1410.02%
406DAVITA INC COMDVA1,390$212,6280.02%
407VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,286$212,1270.02%
408ISHARES COHEN & STEERS REIT ETF4642875643,400$209,2020.02%
409ENBRIDGE INC COMENNPF4,678$207,2870.02%
410VANGUARD ENERGY92204A3061,579$204,8410.02%
411ISHARES CORE DIVIDEND GROWTH ETF46434V6213,291$203,3180.01%
412LINCOLN NATL CORP IND COM5341871095,615$201,6350.01%
413VANGUARD UTILITIES92204A8761,173$200,3780.01%
414PUBLIC SVC ENTERPRISE GRP INC COM7445731062,393$196,9440.01%
415VANGUARD SMALL-CAP GROWTH ETF922908595774$194,7810.01%
416VANGUARD ESG U.S. STOCK ETF9219107331,986$194,5300.01%
417FEDEX CORPFDX791$192,8300.01%
418ISHARES NASDAQ BIOTECHNOLOGY4642875561,488$190,3150.01%
419OTIS WORLDWIDE CORP COMOTIS1,832$189,0390.01%
420TRANE TECHNOLOGIES PLC SHSTT560$188,6750.01%
421ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,412$186,7090.01%
422GLOBAL X CYBERSECURITY ETF37954Y3845,770$186,6020.01%
423ECOLAB INC COMECL734$186,0840.01%
424QUANTA SERVICES INC74762E102720$183,0100.01%
425CHARTER COMMUNICATIONS INC NEW CL A16119P108494$182,0540.01%
426LOCKHEED MARTIN CORPLMT407$181,6830.01%
427EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER 6029210220921,474$180,8050.01%
428SCHWAB ETFS- US SMALL-CAP ETF8085246077,651$179,2580.01%
429SPDR S&P REGIONAL BANKING ETF78464A6983,113$176,9960.01%
430HEWLETT PACKARD ENTERPRISE CO COMHPE-PC11,385$175,6710.01%
431CENTRAL GARDEN & PET CO CL A NON-VTGCENTA5,268$172,4220.01%
432VANGUARD RUSSELL 2000 ETF92206C6642,115$170,5630.01%
433CONSTELLATION BRANDS INC CL ASTZ919$168,6070.01%
434VANGUARD RUSSELL 1000 VALUE ETF92206C7142,033$167,7950.01%
435XYLEM INCXYL1,401$167,3400.01%
436CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104725$165,2420.01%
437MATTEL INC COMMAT8,326$161,7740.01%
438ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886203,164$161,5990.01%
439AMERICAN AIRLS GROUP INC COM02376R10215,236$160,7400.01%
440MICRON TECHNOLOGYMU1,837$159,6170.01%
441CORTEVA INC COMCTVA2,535$159,5140.01%
442VANGUARD CONSUMER STAPLES ETF92204A207725$158,6440.01%
443SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,130$157,9740.01%
444MARVELL TECHNOLOGY INC COMMRVL2,564$157,8610.01%
445EQUITY RESIDENTIALEQR2,195$157,0990.01%
446MORNINGSTAR INC COMMORN517$155,0330.01%
447JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8523,425$154,8290.01%
448TG THERAPEUTICS INC COMTGTX3,900$153,7770.01%
449ESSEX PPTY TR REIT297178105500$153,2850.01%
450TCW STRATEGIC INCOME FD INC COM87234010431,212$151,6880.01%
451NOVARTIS AG ADRNVSEF1,358$151,4250.01%
452ALTIMMUNE INC COM NEWALT30,000$150,0000.01%
453LINDE PLC SHSLIN321$149,4700.01%
454DOW INC COMDOW4,273$149,2230.01%
455SCHLUMBERGER LTD COM STKSLB3,560$148,8080.01%
456AMERIPRISE FINL INC COM03076C106307$148,6220.01%
457YELP INC CL AYELP4,000$148,1200.01%
458JB HUNT TRANSPORT SERVICES4456581071,000$147,9500.01%
459DUPONT DE NEMOURS INC COMDD1,974$147,4480.01%
460JD.COM INC SPON ADS CL AJDCMF3,576$147,0450.01%
461HEALTH CARE REIT INCWELL947$145,0800.01%
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463FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$143,5300.01%
464BLACKSTONE SECD LENDING FD COMMON STOCKBX4,396$142,2480.01%
465COGENT COMMUNICATIONS HLDGS IN COM NEWCCOI2,298$140,8900.01%
466LULULEMON ATHLETICA INCLULU490$138,6990.01%
467CIGNA CORP125523100420$138,1490.01%
468KRAFT HEINZ CO COMKHC4,530$137,8500.01%
469CARDINAL HEALTH INCCAH989$136,2370.01%
470NUVEEN AMT FREE QLTY MUN INCME COMNU12,164$136,2370.01%
471BOOKING HOLDINGS INC COMBKNG29$134,1900.01%
472VANGUARD SHORT-TERM TREASURY ETF92206C1022,237$131,2800.01%
473AEROVIRONMENT INC COMAVAV1,093$130,2750.01%
474ITT INDUSTRIES INCITT996$128,6680.01%
475WORKDAY INC CL AWDAY550$128,4420.01%
476DICKS SPORTING GOODS INC COM253393102633$127,5870.01%
477AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086073,455$127,4080.01%
478OLD NATL BANCORP IND6800331075,945$125,9820.01%
479FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF1,911$124,3680.01%
480INTUITIVE SURGICAL, INC.ISRG247$122,3320.01%
481DOMINOS PIZZA INC COMDPZ266$122,2140.01%
482ARRAY TECHNOLOGIES INC COM SHSARRY25,000$121,7500.01%
483ISHARES TR S&P 1500 INDEX FD464287150997$121,6740.01%
484ISHARES BITCOIN TRUST ETFIBIT2,599$121,6590.01%
485ISHARES TR S&P 100 INDEX FUND464287101447$120,9830.01%
486MCKESSON CORPMCK174$117,1000.01%
487ISHARES GLOBAL TELECOM4642872751,203$116,7190.01%
488INVESCO S&P GLOBAL WATER INDEX ETFIVZ2,060$114,7210.01%
489CURRENCY SHARES EURO TR EUROFXE1,148$114,6850.01%
490CHEMED CORP NEW COMCHE186$114,4500.01%
491DIGITAL REALTY TRUST INC253868103793$113,6580.01%
492RUSH STREET INTERACTIVE INC COMRSI10,600$113,6320.01%
493MOODYS CORPMCO244$113,6280.01%
494FIRST CTZNS BANCSHARES INC N C CL A31946M10360$111,5740.01%
495ISHARES GOLD TRUST ETFIAU1,881$110,9040.01%
496BLOCK H & R INC COMBSQKZ1,981$108,7640.01%
497SAP AKTIENGESELLSCHAFT ADRSAPGF405$108,7030.01%
498INGREDION INC COMINGR800$108,1680.01%
499SPORTRADAR GROUP AG CLASS A ORD SHSSRAD5,000$108,1000.01%
500POTLATCHDELTIC CORPORATION COM7376301032,354$106,2250.01%