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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 Q2 2025 · Filed July 15, 2025 · Accession 0001062993-25-012875

Total Value
$1.43B
Positions
1,214
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO. COMVYLD265,745$77.0M5.44%
2ISHARES S&P 500 GROWTH ETF464287309517,275$57.0M4.02%
3APPLE INCAAPL240,401$49.3M3.48%
4MICROSOFTMSFT96,617$48.1M3.39%
5VANGUARD SHORT TERM CORP BOND FD ETF92206C409561,002$44.6M3.15%
6VANGUARD TOTAL STK MKT922908769142,721$43.4M3.06%
7SPDR S&P 500 ETF TRUSTSPY65,616$40.5M2.86%
8ISHARES S&P 500 VALUE ETF464287408181,803$35.5M2.51%
9OLD REP INTL CORP COM680223104777,630$29.9M2.11%
10BLACKSTONE GROUP LPBX161,126$24.1M1.70%
11VANGUARD S&P 500 ETF92290836342,178$24.0M1.69%
12ORACLE CORPORATIONORCL-PD93,452$20.4M1.44%
13ISHARES AMT-FREE MUNI BOND ETF464288414147,350$15.4M1.09%
14KKR & CO LPKKRT112,178$14.9M1.05%
15AMAZON.COM INCAMZN65,197$14.3M1.01%
16ABBVIE INC COMABBV76,910$14.3M1.01%
17ISHARES S&P 500 INDEX46428720022,623$14.0M0.99%
18GOOGLE INCGOOG73,745$13.0M0.92%
19UNION PAC CORP COMUNP55,823$12.8M0.91%
20COSTCO WHOLESALE CORP22160K10510,919$10.8M0.76%
21PAYCHEX INCPAYX74,080$10.8M0.76%
22ACME UTD CORP COM004816104259,592$10.8M0.76%
23POWERSHARES QQQ TRIVZ19,050$10.5M0.74%
24ISHARES DJ SELECT DIVIDEND46428716878,272$10.4M0.73%
25GALLAGHER ARTHUR J &CO36357610931,209$10.0M0.71%
26ALPS TRUST ETF ALERIAN MLP00162Q452201,008$9.8M0.69%
27BANK AMERICA CORP COM060505104205,382$9.7M0.69%
28ISHARES TR RUSSELL 1000 INDEX ETF46428762228,310$9.6M0.68%
29FINANCIAL SELECT SECTOR SPDR81369Y605174,299$9.1M0.64%
30VANGUARD DIVIDEND APPRECIATION ETF92190884443,736$9.0M0.63%
31VANGUARD SHORT TERM INFL-PROTECTED922020805174,589$8.8M0.62%
32VANGUARD EXTENDED MARKET ETF92290865245,386$8.7M0.62%
33ABBOTT LABS COMABLZF63,924$8.7M0.61%
34SPDR GOLD ETFGLD28,380$8.7M0.61%
35JOHNSON & JOHNSON COMJNJ56,526$8.6M0.61%
36BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A16,259$7.9M0.56%
37POSTAL REALTY TRUST INC CL APSTL494,165$7.3M0.51%
38SPROTT INC COM NEWSII101,832$7.0M0.50%
39BOOT BARN HLDGS INC COMBOOT45,900$7.0M0.49%
40ISHARES MSCI EAFE VALUE ETF464288877109,639$7.0M0.49%
41EXXON MOBIL CORP COMXOM63,517$6.8M0.48%
42CISCO SYS INCCSCO96,555$6.7M0.47%
43AMGEN INCAMGN23,240$6.5M0.46%
44PEPSICO INC COMPEP48,764$6.4M0.45%
45ELI LILLY & CO COMLLY8,161$6.4M0.45%
46PROCTER AND GAMBLE CO COM74271810939,563$6.3M0.44%
47ESCALADE INC COMESCA449,354$6.3M0.44%
48ISHARES MSCI EUROPE FINANCIALS ETF464289180197,217$6.2M0.44%
49QUALCOMM INC COMQCOM38,887$6.2M0.44%
50SPHERE ENTERTAINMENT CO CL ASPHR140,615$5.9M0.41%
51WESTWOOD HLDGS GROUP INC COM961765104367,460$5.7M0.40%
52ALPHABET INC CAP STK CL CGOOG31,067$5.5M0.39%
53KIRBY CORPORATIONKEX48,291$5.5M0.39%
54ADVANCED MICRO DEVICES INC COMAMD38,270$5.4M0.38%
55MCDONALDS CORP COMMCD18,371$5.4M0.38%
56NVIDIA CORPNVDA32,859$5.2M0.37%
57VANGUARD TOTAL BOND MARKET ETF92193783569,174$5.1M0.36%
58ETHAN ALLEN INTERIORS INC COMETD181,050$5.0M0.36%
59WALMART INC COMWMT51,299$5.0M0.35%
60BLUE BIRD CORP COMBLBD112,776$4.9M0.34%
61BARRETT BUSINESS SERVICES INC068463108115,350$4.8M0.34%
62MASTERCARD INCMA8,456$4.8M0.34%
63ALAMO GROUP INCALG21,550$4.7M0.33%
64UNITED STS LIME & MINERALS INC COMUNTCW47,050$4.7M0.33%
65ROCKY BRANDS INCRCKY211,125$4.7M0.33%
66FIFTH THIRD BANCORPFITBM112,851$4.6M0.33%
67GREEN BRICK PARTNERS INC COMGRBK-PA73,275$4.6M0.33%
68SPDR S&P MIDCAP 400 ETF TRUSTMDY8,061$4.6M0.32%
69MERCK & CO INCMRK57,448$4.5M0.32%
70HAMILTON BEACH BRANDS HLDG CO COM CL AHBB253,600$4.5M0.32%
71CATERPILLAR INC COMCAT11,373$4.4M0.31%
72BERKSHIRE HATHAWAY INC DEL CL ABRK-A6$4.4M0.31%
73BAR HBR BANKSHARES COM066849100145,580$4.4M0.31%
74META PLATFORMS INC CL AMETA5,909$4.4M0.31%
75COCA COLA CO COMKO61,067$4.3M0.31%
76OIL DRI CORP AMER COM67786410072,400$4.3M0.30%
77VANGUARD FTSE DEVELOPED MARKETS ETF92194385874,626$4.3M0.30%
78BUILD A BEAR WORKSHOPBBW82,325$4.2M0.30%
79THERMO FISHER SCIENTIFIC INC COMTMO10,424$4.2M0.30%
80INTL BUSINESS MACHINESINTR14,256$4.2M0.30%
81PFIZER INC COMPFE171,715$4.2M0.29%
82POWERSHARES FINANCIAL PREFERRED ETFIVZ286,523$4.0M0.29%
83SUPERIOR GROUP OF CO INC COMSGC390,775$4.0M0.28%
84STARBUCKS CORPSBUX43,912$4.0M0.28%
85DONALDSON INC COMDCI57,240$4.0M0.28%
86HOME DEPOTHD10,692$3.9M0.28%
87EVOLUTION PETE CORP COM30049A107828,541$3.9M0.27%
88KINDER MORGAN INCEP-PC132,186$3.9M0.27%
89GRAINGER W W INC COM3848021043,705$3.9M0.27%
90VANGUARD S&P 500 VALUE ETF92193270320,103$3.8M0.27%
91DEERE & CO COMDE7,261$3.7M0.26%
92AMERICAN ELEC PWR CO INC COM02553710135,206$3.7M0.26%
93TARGET CORP COMTGT36,845$3.6M0.26%
94MADISON SQUARE GARDEN ENTMT COM CL A55825610390,796$3.6M0.26%
95FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109176,814$3.6M0.26%
96SPDR S&P HOMEBUILDERS ETF78464A88836,706$3.6M0.26%
97L S I INDS INC FORMERLY L S I LTG50216C108211,691$3.6M0.25%
98GLOBAL WTR RES INC COM379463102351,448$3.6M0.25%
99TEXAS INSTRS INC COM88250810417,071$3.5M0.25%
100VANGUARD TOTAL INTL STOCK IDEX ETF92190976851,286$3.5M0.25%
101ISHARES MSCI JAPAN ETF46434G82247,065$3.5M0.25%
102STRYKER CORPSYK8,917$3.5M0.25%
103INTERFACE INC COMTILE166,075$3.5M0.25%
104ZOETIS INC COM CL AZTS21,950$3.4M0.24%
105WASTE MANAGEMENT INC94106L10914,899$3.4M0.24%
106WINTRUST FINANCIAL CP97650W10827,205$3.4M0.24%
107CHEVRON CORP NEW COMCVX23,000$3.3M0.23%
108LIQUIDITY SERVICES INC53635B107138,975$3.3M0.23%
109GOLDMAN SACHS GROUP INCGSCE4,504$3.2M0.23%
110TURTLE BEACH CORP COM NEWTBCH228,000$3.2M0.22%
111EASTERN CO COMEML137,921$3.1M0.22%
112REALTY INCOME CORPO52,403$3.0M0.21%
113UNITED PARCEL SERVICE INCUPS29,596$3.0M0.21%
114ISHARES CORE MSCI EAFE46432F84235,472$3.0M0.21%
115EPR PPTYS SBI26884U10950,650$3.0M0.21%
116UMH PPTYS INC COM903002103174,981$2.9M0.21%
117EATON CORP PLC SHSETN7,989$2.9M0.20%
118FISERV INCFISV16,268$2.8M0.20%
119LINCOLN EDL SVCS CORP COM533535100121,275$2.8M0.20%
120TECHNOLOGY SELECT SECTOR SPDR81369Y80311,001$2.8M0.20%
121HACKETT GROUP INC COMHCKT108,325$2.8M0.19%
122HEALTH CARE SELECT SECTOR SPDR81369Y20920,154$2.7M0.19%
123KIMBERLY-CLARK CORP COMKMB20,396$2.6M0.19%
124CARRIER GLOBAL CORPORATION COMCARR35,823$2.6M0.19%
125VANGUARD VALUE ETF92290874414,642$2.6M0.18%
126O REILLY AUTOMOTIVE INC67103H10728,485$2.6M0.18%
127NORTHWESTERN ENERGY GROUP INC COM NEWNWE49,615$2.5M0.18%
128GATX CORP COMGATX16,022$2.5M0.17%
129COMERICA INC COM20034010740,920$2.4M0.17%
130ISHARES MORNINGSTAR LARGE GROWTH ETF46428711925,144$2.4M0.17%
131VANGUARD SMALL CAP VALUE ETF92290861112,386$2.4M0.17%
132LINDBLAD EXPEDITIONS HLDGS INC COMLIND204,800$2.4M0.17%
133CBOE GLOBAL MKTS INC COM12503M10810,100$2.4M0.17%
134ENERGIZER HLDGS INC NEW COMENR116,600$2.4M0.17%
135H2O AMERICA COMHTO44,800$2.3M0.16%
136ALLIENT INC COMALNT63,969$2.3M0.16%
137FLEXSTEEL INDS INC COMFLEX64,400$2.3M0.16%
138LEXINGTON CORP PPTYS TRLXP-PC278,290$2.3M0.16%
139DISNEY WALT CO COM25468710618,491$2.3M0.16%
140HONEYWELL INTL INC4385161069,844$2.3M0.16%
141NORTHERN TR CORP COMNTRSO18,005$2.3M0.16%
142MILLER INDS INC TENN NEW60055120451,275$2.3M0.16%
143CHICAGO MERCANTILE HLDGS INCCME8,245$2.3M0.16%
144ORION ENERGY SYSTEMS INCOESX3,658,553$2.2M0.15%
145SPOK HLDGS INC COMSPOK122,000$2.2M0.15%
146VANGUARD HEALTH CARE ETF92204A5048,648$2.1M0.15%
147LAKELAND INDUSTRIES INC511795106157,475$2.1M0.15%
148HEALTHCARE SERVICES GROUP INC421906108140,950$2.1M0.15%
149RGC RESOURCES INCRGCO92,000$2.1M0.15%
150MOVADO GROUP INC COMMOVAA134,025$2.0M0.14%
151SPROTT PHYSICAL GOLD TR UNITSII80,409$2.0M0.14%
152VANGUARD HIGH DIVIDEND YIELD92194640615,145$2.0M0.14%
153ILLINOIS TOOL WKS INC COM4523081098,109$2.0M0.14%
154ARTESIAN RES CORP CL AARTNB59,000$2.0M0.14%
155NETFLIX COM INCNFLX1,472$2.0M0.14%
156WEYCO GROUP INC COMWEYS59,325$2.0M0.14%
157VILLAGE SUPER MKT INC CL A NEW92710740950,000$1.9M0.14%
158NORTHWEST NAT HLDG CO COM66765N10548,000$1.9M0.13%
159SCHWAB US DIVIDEND EQUITY ETF80852479771,370$1.9M0.13%
160CONSTELLATION ENERGY CORP COMCEG5,812$1.9M0.13%
161WILLIAMS SONOMA INCWSM11,432$1.9M0.13%
162NEWMONT CORP COMNEMCL31,598$1.8M0.13%
163COMCAST CORP NEW CL ACCZ50,563$1.8M0.13%
164NEXTERA ENERGY INC COMNEE-PW25,558$1.8M0.13%
165VANGUARD FTSE EMERGING MARKETS ETF92204285835,781$1.8M0.12%
166UNITIL CORPORATIONUTL33,500$1.7M0.12%
167AVISTA CORP COMAVA46,000$1.7M0.12%
168INTEL CORP COMINTC77,864$1.7M0.12%
169COMPASS DIVERSIFIED HOLDINGSCODI-PC276,642$1.7M0.12%
170DUCOMMUN INC DEL COMDCO20,775$1.7M0.12%
171PHILIP MORRIS INTL INC7181721099,332$1.7M0.12%
172ISHARES RUSSELL 2000 ETF4642876557,731$1.7M0.12%
173VANGUARD INFORMATION TECHNOLOGY92204A7022,512$1.7M0.12%
174WILLIAMS COS INC COM96945710026,110$1.6M0.12%
175ACCURAY INC DEL COMARAY1,192,820$1.6M0.12%
176SELECT WATER SOLUTIONS INC CL A COMWTTR187,000$1.6M0.11%
177VANECK IG FLOATING RATE ETF92189F48663,061$1.6M0.11%
178AT&T INC COMT-PC54,920$1.6M0.11%
179PENGUIN SOLUTIONS INC COMPENG78,219$1.5M0.11%
180APOGEE ENTERPRISES INC COMAPOG37,950$1.5M0.11%
181VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40730,806$1.5M0.11%
182VISA INCV4,259$1.5M0.11%
183CUMMINS INC COMCMI4,591$1.5M0.11%
184FREIGHTCAR AMERICA INCRAIL173,800$1.5M0.11%
185ACCO BRANDS CORP COMACCO418,373$1.5M0.11%
186YUM! BRANDS INCYUM10,096$1.5M0.11%
187AMERICAN EXPRESS CO COMAXP4,685$1.5M0.11%
188ISHARES MSCI EAFE ETF46428746516,667$1.5M0.11%
189ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI78,059$1.4M0.10%
190JOHNSON OUTDOORS CL A CLASS AJOUT45,801$1.4M0.10%
191HUDSON TECHNOLOGIES INC COMHDSN164,075$1.3M0.09%
192BANK HAWAII CORP COM06254010919,387$1.3M0.09%
193ALLSTATE CORPALL-PJ6,415$1.3M0.09%
194COMFORT SYS USA INC COM1999081042,400$1.3M0.09%
195PROPETRO HLDG CORP COMPUMP214,425$1.3M0.09%
196ALLIANT ENERGY CORP COMLNT21,144$1.3M0.09%
197CECO ENVIRONMENTAL CORP COMCECO45,150$1.3M0.09%
198VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87014,814$1.2M0.09%
199WELLS FARGO CO NEW COM94974610115,253$1.2M0.09%
200SHOE CARNIVAL INC COMSCVL63,892$1.2M0.08%
201FIRST BUSEY CORP COM NEWBUSEP51,500$1.2M0.08%
202BRISTOL-MYERS SQUIBB CO COMCELG-RI25,414$1.2M0.08%
203MONDELEZ INTL INC CL A60920710517,392$1.2M0.08%
204COLGATE PALMOLIVE CO COMCL12,495$1.1M0.08%
205OTTER TAIL CORP COMOTTR14,684$1.1M0.08%
206CONOCOPHILLIPS COMCOP12,608$1.1M0.08%
207CENTRAL GARDEN & PET COCENTA32,075$1.1M0.08%
208VANGUARD REIT INDEX ETF92290855312,613$1.1M0.08%
209DENNYS CORP COM24869P104272,300$1.1M0.08%
210NATURES SUNSHINE PRODUCTS INC63902710174,550$1.1M0.08%
211INVESCO S&P 500 EQUAL WEIGHT ETFIVZ6,050$1.1M0.08%
212SALESFORCE COMCRM4,029$1.1M0.08%
213ABM INDS INC COM00095710023,200$1.1M0.08%
2143M CO COMMMM7,007$1.1M0.08%
215GE AEROSPACE COM NEW3696043014,134$1.1M0.08%
216VIRCO MFG CO COMVIRC129,175$1.0M0.07%
217HORMEL FOODS CORP COMHRL33,752$1.0M0.07%
218STANDARD MTR PRODS INC COM85366610533,000$1.0M0.07%
219RTX CORPORATION COMRTX6,942$1.0M0.07%
220PALO ALTO NETWORKS INC COMPANW4,890$1.0M0.07%
221BUCKLE INC COMBKE22,000$997,7000.07%
222SPROTT PHYSICAL SILVER TR TR UNITSII81,510$997,6820.07%
223CRAWFORD & CO CL ACRD-B94,000$994,5200.07%
224SIMULATIONS PLUS INCSLP56,875$992,4690.07%
225AZZ INC COMAZZ10,500$992,0400.07%
226HORACE MANN EDUCATORS CORP NEW COM44032710423,000$988,3100.07%
227MORGAN STANLEYMS-PQ7,004$986,6000.07%
228GULFPORT ENERGY CORP COMMON SHARESGPOR4,900$985,7330.07%
229TESLA MOTORS INCTSLA3,062$972,6750.07%
230CANTALOUPE INC COMCTLPP87,000$956,1300.07%
231INTUIT INCINTU1,210$953,0320.07%
232MARATHON PETE CORP COMMARA5,714$949,1070.07%
233ALEXANDER & BALDWIN INC NEW COM01449110453,000$944,9900.07%
234AMEREN CORPAEE9,838$944,8420.07%
235VANGUARD SMALL CAP ETF9229087513,883$920,2410.06%
236CLOROX CO DEL COMCLX7,633$916,4470.06%
237HERCULES CAPITAL INC COMHCXY50,110$916,0040.06%
238GABELLI DIV AND INC TR36242H10435,020$910,8610.06%
239KROGER CO COMKR12,392$888,8620.06%
240US BANCORP DEL COM NEWUSB-PS19,533$883,8690.06%
241PNC FINL SVCS GROUP INC COM6934751054,731$882,0450.06%
242ISHARES TR RUSSELL MIDCAP INDEX FD4642874999,489$872,6730.06%
243GENERAL MLS INC COM37033410416,805$870,6860.06%
244ISHARES RUSSELL 2000 VALUE4642876305,515$870,0370.06%
245ISHARES CORE S&P MID CAP ETF46428750713,740$852,1550.06%
246DELL TECHNOLOGIES INC CL CDELL6,944$851,3170.06%
247TENNANT CO COMTNC10,975$850,3430.06%
248QCR HOLDINGS INC COMQCRH12,460$846,0340.06%
249ISHARES RUSSELL 1000 GROWTH ETF4642876141,992$845,8330.06%
250VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085125,061$832,3440.06%
251UNILEVER PLC SPON ADR NEWUNLYF13,602$832,0150.06%
252ISHARES SHORT TREASURY BOND ETF4642886797,526$831,0460.06%
253VITESSE ENERGY INC COMMON STOCKVTS37,620$831,0260.06%
254ALTRIA GROUP INC COMMO14,083$825,7040.06%
255IDEX CORP45167R1044,686$822,7210.06%
256ENNIS INC COMEBF45,000$816,3000.06%
257PALANTIR TECHNOLOGIES INC CL APLTR5,980$815,1940.06%
258NATHANS FAMOUS INC NEW COMNATH7,370$814,9750.06%
259EPR PPTYS PFD C CV 5.7526884U20832,200$806,6100.06%
260ENPHASE ENERGY INC COMENPH20,250$802,9120.06%
261WISDOMTREE INC COMWT69,313$797,7920.06%
262ROCKWELL AUTOMATION INC COMROK2,397$796,2110.06%
263VERIZON COMMUNICATIONSVZ18,237$789,1060.06%
264O S I SYSTEMS INCOSIS3,500$787,0100.06%
265SOUTHERN CO COMSOMN8,366$768,2390.05%
266DTE ENERGY CO COMDTK5,785$766,2860.05%
267WEC ENERGY GROUP INC COMWEC7,256$756,0990.05%
268ACCENTURE LTD BERMUDA CL AACN2,525$754,6970.05%
269MARRIOTT INTL INC5719032022,758$753,4480.05%
270EMPIRE ST RLTY LP29210210094,631$744,7610.05%
271ISHARES S&P U.S. PREFERRED STOCK ETF46428868724,141$740,6580.05%
272VANGUARD CORE PLUS BOND ETF9220207559,342$726,8000.05%
273GENERAL DYNAMICS CORP COMGD2,473$721,1490.05%
274COMMERCE BANCSHARES INC COMCBSH11,570$719,3010.05%
275EXELON CORP COMEXC16,539$718,1430.05%
276BIOGEN IDEC INCBIIB5,622$706,0670.05%
277INVESCO S&P 500 TOP 50 ETFIVZ13,455$700,9900.05%
278SCHWAB ETFS- US BROAD MARKET ETF80852410229,352$699,4580.05%
279FREEPORT MCMORAN COPPERFCX15,711$681,0800.05%
280THERMON GROUP HOLDINGS COMTHR24,200$679,5360.05%
281ENTERPRISE PRODS PARTNERS L P29379210720,853$646,6540.05%
282V2X INC COMVVX13,100$636,0050.04%
283VANGUARD MID CAP9229086292,269$634,8180.04%
284VALUE LINE INCVALU16,100$630,3150.04%
285CORNING INC COMGLW11,867$624,0860.04%
286LAS VEGAS SANDS CORPLVS14,104$613,6520.04%
287AUTOMATIC DATA PROCESSING INC COMADP1,987$612,7910.04%
288ISHARES GNMA BOND ETF46429B33313,924$611,9760.04%
289CITIGROUP INCC-PR7,144$608,0990.04%
290CARLYLE GROUP INC COMCGABL11,625$597,5330.04%
291CHAMPION HOMES INC COMSKY9,500$594,7950.04%
292CONSUMER STAPLES SELECT SECTOR SPDR81369Y3087,267$588,4470.04%
293BLACKROCK INCBLK558$585,4820.04%
294VANGUARD BOND INDEX FUND INC LONG TERM BD ETF9219377938,370$582,0430.04%
295BOEING CO COMBA-PA2,773$581,0270.04%
296VANGUARD GROWTH ETF9229087361,323$579,7860.04%
297JANUS HENDERSON GROUP PLC ORD SHSJHG14,704$571,1110.04%
298VSE CORP COMVSECU4,300$563,2140.04%
299LOWES COS INC COM5486611072,508$556,4790.04%
300LUCKY STRIKE ENTERTAINMENT COR CL A COMLUCK60,460$552,0000.04%
301GE VERNOVA INC COMGEV1,030$545,0380.04%
302ANALOG DEVICES INC COMADI2,280$542,6860.04%
303ADOBE SYS INCADBE1,399$541,2450.04%
304EDWARDS LIFESCIENCES CORP COMEW6,852$535,8950.04%
305TJX COS INC NEW COM8725401094,312$532,4580.04%
306UNITEDHEALTH GROUPUNH1,693$528,1650.04%
307ONEOK INC NEW COMOKE6,449$526,4320.04%
308AMERICAN WATER WORKS CO0304201033,739$520,1320.04%
309ISHARES S&P SMALLCAP 600 ETF4642878044,746$518,6370.04%
310AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$515,1480.04%
311AVAGO TECHNOLOGIES LTDAVGO1,867$514,6290.04%
312TE CONNECTIVITY LTDTEL3,037$512,3200.04%
313BP PLC SPONSORED ADRBPPFF17,066$510,7710.04%
314ISHARES MSCI EMERGING MARKETS ETF46428723410,497$506,3890.04%
315CROWN CRAFTS INC COMCRWS175,463$503,5800.04%
316NBT BANCORP INC COMNBTB12,000$498,6000.04%
317ENERGY SELECT SECTOR SPDR81369Y5065,791$491,1650.03%
318ISHARES ESG OPTIMIZED MSCI USA ETF4642888023,869$490,3960.03%
319TRUIST FINL CORP COM89832Q10911,342$487,5980.03%
320AON CORPAON1,335$476,2390.03%
321DANAHER CORP2358511022,317$457,7000.03%
322CITY HLDG CO COMCHCO3,710$454,1780.03%
323ISHARES DOW JONES US REGIONAL BANKS4642887789,145$453,1350.03%
324AMERICAN TOWER CORP03027X1002,022$446,9020.03%
325NEXTRACKER INC CLASS A COMNXT8,000$434,9600.03%
326FASTENAL COFAST10,258$430,8360.03%
327ISHARES DJ US CONSUMER SERVICES4642875804,307$429,1700.03%
328POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,917$413,6230.03%
329SILICON MOTION TECHNOLOGY CORP SPONSORED ADRSIMO5,400$405,9180.03%
330LXP INDUSTRIAL TRUST PFD CONV SER CLXP-PC8,500$393,6350.03%
331LAZARD LTD SHS -A -LAZ8,125$389,8470.03%
332MATERIALS SELECT SECTOR SPDR81369Y1004,413$387,5060.03%
333COMMERCIAL METALS CO COMCMC7,800$381,4980.03%
334VAIL RESORTS INCMTN2,401$377,2690.03%
335DUKE ENERGY CORP NEW COM NEWDUKB3,190$376,3630.03%
336PRUDENTIAL FINL INCPUKPF3,463$372,0650.03%
337ISHARES NEW YORK MUNI BOND ETF4642883237,050$367,5870.03%
338COHEN & STEERS INFRASTRUCTURE FUND19248A10913,631$367,3570.03%
339EMERSON ELEC CO COMEMR2,750$366,6580.03%
340CARPARTS COM INC COMPRTS489,940$362,6050.03%
341ISHARES AGGREGATE BOND ETF4642872263,641$361,2170.03%
342CVS HEALTH CORP COMCVS5,225$360,4320.03%
343GSK PLC SPONSORED ADRGLAXF9,363$359,5390.03%
344VANGUARD RUSSELL 2000 ETF92206C6644,019$350,5700.02%
345J M SMUCKER CO NEW8326964053,564$350,0260.02%
346ISHARES 1-3 YR TREASURY BOND ETF4642874574,219$349,6030.02%
347EVI INDS INC COM26929N10216,000$349,2800.02%
348HAEMONETICS CORP MASS COMHAE4,675$348,8020.02%
349ONESPAWORLD HOLDINGS LIMITED COMOSW17,000$346,6300.02%
350ISHARES TR DOW JONES U S HEALTHCARE4642877626,105$344,8100.02%
351ROYAL DUTCH SHELL PLC-ADRRYDAF4,843$341,0010.02%
352SPDR DOW JONES INDUSTRIAL ETF78467X109755$332,6910.02%
353FIRST SOURCE CORPSRCE5,349$332,0120.02%
354CONSOLIDATED EDISON INC COMED3,269$328,0810.02%
355AMERICA MOVIL SERIES L ADRAMXOF18,028$323,4220.02%
356PHILLIPS 66PSX2,653$316,5350.02%
357LEGALZOOM COM INC COMLZ35,000$311,8500.02%
358AEROVIRONMENT INC COMAVAV1,093$311,4500.02%
359BAXTER INTL INC COM07181310910,209$309,1300.02%
360IMAX CORPIMAX11,000$307,5600.02%
361CSX CORPCSX9,361$305,4580.02%
362COVENANT LOGISTICS GROUP INC CL ACVLG12,500$301,3750.02%
363TARGA RES CORP COMTRGP1,728$300,8610.02%
364RESERVOIR MEDIA INC COMRSVRW39,000$299,1300.02%
365EATON VANCE TAX ADV DIV INCETN12,260$295,4660.02%
366REXFORD INDL RLTY INC COM76169C1008,285$294,6970.02%
367ISHARES SEMICONDUCTOR ETF4642875231,227$292,8050.02%
368HP INC COMHPQ11,968$292,7370.02%
369VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467943,643$291,8650.02%
370ARES CAPITAL CORP COMARCC13,088$287,4110.02%
371SNAP ON INC COMSNA918$285,7290.02%
372APOLLO GLOBAL MGMT INC COM03769M1062,014$285,7200.02%
373VENTAS INCVTR4,460$281,6630.02%
374CHURCHILL DOWNS INCCHDN2,776$280,3630.02%
375ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,645$278,2350.02%
376PROGRESSIVE CORP COM7433151031,040$277,6640.02%
377BOSTON SCIENTIFIC CORPBSX2,563$275,2920.02%
378ISHARES MSCI INDIA ETF46429B5984,941$275,1180.02%
379HELIX ENERGY SOLUTIONS GRP INC COM42330P10744,000$274,5600.02%
380QUANTA SERVICES INC74762E102720$272,2180.02%
381FARMER BROS CO COM307675108197,000$269,8900.02%
382GRAYSCALE BITCOIN TRUST ETFGBTC3,152$267,3840.02%
383HARTFORD FINL SVCS GROUP INCHIG-PG2,100$266,4270.02%
384BANK NEW YORK MELLON CORP COM0640581002,904$264,5830.02%
385BANK OF MONTREAL0636711012,389$264,3320.02%
386THE CAMPBELLS COMPANY COMCPB8,592$263,3490.02%
387NIKE INC CLASS BNKE3,703$263,0800.02%
388UTILITIES SELECT SECTOR SPDR FUND81369Y8863,193$260,7040.02%
389ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$260,0430.02%
390MEDTRONIC PLC SHSMDT2,972$259,0690.02%
391ISHARES DOW JONES US UTILITIES4642876972,458$257,0290.02%
392ISHARES TIPS BOND ETF4642871762,336$256,9990.02%
393SIMON PROPERTY GROUP INC8288061091,560$250,7860.02%
394VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,288$249,8890.02%
395VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$248,7290.02%
396YUM CHINA HLDGS INC COMYUMC5,488$245,3470.02%
397TRANE TECHNOLOGIES PLC SHSTT560$244,9500.02%
398LEE ENTERPRISES INC COMLEE38,181$244,3580.02%
399MOBILE INFRASTRUCTURE CORP COM SHSBEEP53,000$240,0900.02%
400ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4075,471$236,0190.02%
401METLIFE INC COMMET-PF2,930$235,6040.02%
402ISHARES CORE S&P US VALUE ETF4642876632,485$235,1980.02%
403GLOBAL X CYBERSECURITY ETF37954Y3846,320$234,4720.02%
404WENDYS CO COM95058W10020,460$233,6580.02%
405HEWLETT PACKARD ENTERPRISE CO COMHPE-PC11,385$232,8230.02%
406WALGREENS BOOTS ALLIANCE INC COM93142710820,124$231,0280.02%
407MICRON TECHNOLOGYMU1,837$226,4100.02%
408SPDR SER TR S&P DIVID ETF78464A7631,663$225,7190.02%
409DECKERS OUTDOORDECK2,180$224,6930.02%
410VANGUARD ESG U.S. STOCK ETF9219107331,990$218,2260.02%
411DOMINION RESOURCES INCD3,837$216,8670.02%
412VANGUARD SMALL-CAP GROWTH ETF922908595774$214,2540.02%
413ENBRIDGE INC COMENNPF4,679$212,0590.01%
414ISHARES CORE DIVIDEND GROWTH ETF46434V6213,291$210,4270.01%
415VANGUARD UTILITIES92204A8761,181$208,5060.01%
416ISHARES SELECT U.S. REIT ETF4642875643,400$207,9440.01%
417NOVO-NORDISK A/S ADR ADR CMNNONOF2,942$203,0560.01%
418MARVELL TECHNOLOGY INC COMMRVL2,615$202,4000.01%
419CHARTER COMMUNICATIONS INC NEW CL A16119P108494$201,9520.01%
420SCHWAB ETFS- US SMALL-CAP ETF8085246077,976$201,8020.01%
421PUBLIC SVC ENTERPRISE GRP INC COM7445731062,393$201,4430.01%
422ELEVANCE HEALTH INC COMELV511$198,7590.01%
423MCCORMICK & CO INC COM NON VTGMKC-V2,614$198,1930.01%
424ECOLAB INC COMECL735$198,0380.01%
425DAVITA INC COMDVA1,390$198,0060.01%
426AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086073,455$197,2950.01%
427LINCOLN NATL CORP IND COM5341871095,615$194,2790.01%
428AES CORPAES18,013$189,4970.01%
429LOCKHEED MARTIN CORPLMT407$188,7130.01%
430RESOURCES CONNECTION INC COMRGP35,000$187,9500.01%
431SPDR S&P REGIONAL BANKING ETF78464A6983,120$185,3040.01%
432VANGUARD ENERGY92204A3061,549$184,4870.01%
433OTIS WORLDWIDE CORP COMOTIS1,832$181,4270.01%
434XYLEM INCXYL1,401$181,2080.01%
435EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER 6029210220921,474$180,3820.01%
436FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$175,5260.01%
437MERCADOLIBRE INCMELI67$175,1130.01%
438ISHARES BITCOIN TRUST ETFIBIT2,849$174,3870.01%
439VANGUARD RUSSELL 1000 VALUE ETF92206C7142,040$173,8120.01%
440SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,130$170,2200.01%
441BOOKING HOLDINGS INC COMBKNG29$168,6290.01%
442CARDINAL HEALTH INCCAH989$166,1670.01%
443CENTRAL GARDEN & PET CO CL A NON-VTGCENTA5,268$164,8360.01%
444ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886203,200$164,6220.01%
445NOVARTIS AG ADRNVSEF1,360$164,5810.01%
446MATTEL INC COMMAT8,326$164,1890.01%
447AMERIPRISE FINL INC COM03076C106307$163,8550.01%
448TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100723$163,8340.01%
449MORNINGSTAR INC COMMORN517$162,3020.01%
450CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104725$160,4060.01%
451ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,412$160,1350.01%
452ISHARES NASDAQ BIOTECHNOLOGY4642875561,263$159,7820.01%
453AMERICAN AIRLS GROUP INC COM02376R10214,225$159,6040.01%
454VANGUARD CONSUMER STAPLES ETF92204A207725$158,7750.01%
455RUSH STREET INTERACTIVE INC COMRSI10,600$157,9400.01%
456ITT INDUSTRIES INCITT996$156,2330.01%
457TCW STRATEGIC INCOME FD INC COM87234010431,212$152,3120.01%
458CORTEVA INC COMCTVA2,035$151,6680.01%
459LINDE PLC SHSLIN322$151,0760.01%
460CURRENCY SHARES EURO TR EUROFXE1,383$150,4570.01%
461CONSTELLATION BRANDS INC CL ASTZ920$149,6050.01%
462EQUITY RESIDENTIALEQR2,199$148,3920.01%
463VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF9219468852,260$147,6690.01%
464ARRAY TECHNOLOGIES INC COM SHSARRY25,000$147,5000.01%
465HUMANA INC COMHUM600$146,6880.01%
466FEDEX CORPFDX642$145,9330.01%
467HEALTH CARE REIT INCWELL949$145,8800.01%
468AXON ENTERPRISE INC COMAXON175$144,8900.01%
469JB HUNT TRANSPORT SERVICES4456581071,000$143,6000.01%
470ESSEX PPTY TR REIT297178105500$141,7000.01%
471CROWDSTRIKE HLDGS INC CL ACRWD278$141,5880.01%
472SPDR S&P SEMICONDUCTOR ETF78464A862550$141,0090.01%
473SPORTRADAR GROUP AG CLASS A ORD SHSSRAD5,000$140,4000.01%
474TG THERAPEUTICS INC COMTGTX3,900$140,3610.01%
475JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8523,103$139,8100.01%
476CIGNA CORP125523100420$138,8130.01%
477DIGITAL REALTY TRUST INC253868103794$138,4580.01%
478YELP INC CL AYELP4,000$137,0800.01%
479ISHARES TR S&P 100 INDEX FUND464287101447$136,0870.01%
480ISHARES GLOBAL TELECOM4642872751,205$135,3340.01%
481MCKESSON CORPMCK184$134,8320.01%
482ISHARES TR S&P 1500 INDEX FD464287150998$134,7100.01%
483INTUITIVE SURGICAL, INC.ISRG247$134,2220.01%
484VERTIV HOLDINGS CO COM CL AVRT1,045$134,1880.01%
485LUMINAR TECHNOLOGIES INC COM NEW CL ALAZRQ46,631$133,8310.01%
486VANGUARD SHORT-TERM TREASURY ETF92206C1022,260$132,8550.01%
487NUVEEN AMT FREE QLTY MUN INCME COMNU12,164$132,8310.01%
488CHEWY INC CL ACHWY3,099$132,0790.01%
489WORKDAY INC CL AWDAY550$132,0000.01%
490CAPITAL ONE FINANCIAL CORP14040H105615$130,8470.01%
491SNAP INC CL ASNAP15,000$130,3500.01%
492ISHARES GOLD TRUST ETFIAU2,075$129,3970.01%
493INVESCO S&P GLOBAL WATER INDEX ETFIVZ2,060$128,7500.01%
494OLD NATL BANCORP IND6800331075,954$127,0560.01%
495MICROSTRATEGY INC CL A NEWSTRK310$125,3110.01%
496ISHARES U.S. AEROSPACE & DEFENSE ETF464288760661$124,7360.01%
497SAP AKTIENGESELLSCHAFT ADRSAPGF405$123,1440.01%
498MOODYS CORPMCO240$120,3820.01%
499SCHLUMBERGER LTD COM STKSLB3,560$120,3280.01%
500DOMINOS PIZZA INC COMDPZ266$119,8600.01%