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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 2025 · Filed October 22, 2025 · Accession 0001062993-25-016263

Total Value
$1.56B
Positions
1,321
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO. COMVYLD265,683$83.8M5.46%
2ISHARES S&P 500 GROWTH ETF464287309518,899$62.6M4.08%
3APPLE INCAAPL241,125$61.4M4.00%
4VANGUARD SHORT TERM CORP BOND FD ETF92206C409608,786$48.7M3.17%
5MICROSOFTMSFT93,835$48.6M3.16%
6VANGUARD TOTAL STK MKT922908769142,189$46.7M3.04%
7SPDR S&P 500 ETF TRUSTSPY65,540$43.7M2.84%
8ISHARES S&P 500 VALUE ETF464287408183,681$37.9M2.47%
9OLD REP INTL CORP COM680223104779,405$33.1M2.15%
10BLACKSTONE GROUP LPBX159,977$27.3M1.78%
11VANGUARD S&P 500 ETF92290836344,112$27.0M1.76%
12ORACLE CORPORATIONORCL-PD93,775$26.4M1.72%
13GOOGLE INCGOOG73,656$17.9M1.17%
14ABBVIE INC COMABBV76,928$17.8M1.16%
15ISHARES AMT-FREE MUNI BOND ETF464288414147,808$15.7M1.02%
16ISHARES S&P 500 INDEX46428720022,045$14.8M0.96%
17AMAZON.COM INCAMZN65,425$14.4M0.94%
18KKR & CO LPKKRT110,078$14.3M0.93%
19VANGUARD SHORT TERM INFL-PROTECTED922020805266,002$13.5M0.88%
20UNION PAC CORP COMUNP55,943$13.2M0.86%
21POWERSHARES QQQ TRIVZ18,812$11.3M0.74%
22ISHARES DJ SELECT DIVIDEND46428716878,249$11.1M0.72%
23BANK AMERICA CORP COM060505104206,240$10.6M0.69%
24ACME UTD CORP COM004816104256,511$10.6M0.69%
25JOHNSON & JOHNSON COMJNJ56,602$10.5M0.68%
26ISHARES TR RUSSELL 1000 INDEX ETF46428762228,310$10.3M0.67%
27COSTCO WHOLESALE CORP22160K10510,902$10.1M0.66%
28SPDR GOLD ETFGLD28,254$10.0M0.65%
29VANGUARD EXTENDED MARKET ETF92290865245,811$9.6M0.62%
30ALPS TRUST ETF ALERIAN MLP00162Q452201,183$9.4M0.61%
31GALLAGHER ARTHUR J &CO36357610930,361$9.4M0.61%
32VANGUARD DIVIDEND APPRECIATION ETF92190884443,544$9.4M0.61%
33FINANCIAL SELECT SECTOR SPDR81369Y605174,219$9.4M0.61%
34PAYCHEX INCPAYX72,958$9.2M0.60%
35SPHERE ENTERTAINMENT CO CL ASPHR139,590$8.7M0.56%
36ABBOTT LABS COMABLZF63,883$8.6M0.56%
37BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A16,463$8.3M0.54%
38SPROTT INC COM NEWSII94,701$7.9M0.51%
39POSTAL REALTY TRUST INC CL APSTL496,165$7.8M0.51%
40BOOT BARN HLDGS INC COMBOOT45,900$7.6M0.50%
41ALPHABET INC CAP STK CL CGOOG31,164$7.6M0.49%
42ISHARES MSCI EAFE VALUE ETF464288877111,714$7.6M0.49%
43VANGUARD FTSE DEVELOPED MARKETS ETF921943858121,711$7.3M0.47%
44EXXON MOBIL CORP COMXOM63,774$7.2M0.47%
45ISHARES MSCI EUROPE FINANCIALS ETF464289180196,887$6.8M0.44%
46PEPSICO INC COMPEP47,712$6.7M0.44%
47CISCO SYS INCCSCO96,615$6.6M0.43%
48AMGEN INCAMGN23,010$6.5M0.42%
49BLUE BIRD CORP COMBLBD112,776$6.5M0.42%
50QUALCOMM INC COMQCOM38,839$6.5M0.42%
51ADVANCED MICRO DEVICES INC COMAMD38,776$6.3M0.41%
52ELI LILLY & CO COMLLY8,183$6.2M0.41%
53UNITED STS LIME & MINERALS INC COMUNTCW47,050$6.2M0.40%
54PROCTER AND GAMBLE CO COM74271810939,885$6.1M0.40%
55WESTWOOD HLDGS GROUP INC COM961765104367,477$6.1M0.39%
56NVIDIA CORPNVDA32,053$6.0M0.39%
57ROCKY BRANDS INCRCKY190,125$5.7M0.37%
58MCDONALDS CORP COMMCD18,331$5.6M0.36%
59CATERPILLAR INC COMCAT11,382$5.4M0.35%
60GREEN BRICK PARTNERS INC COMGRBK-PA73,275$5.4M0.35%
61ESCALADE INC COMESCA428,753$5.4M0.35%
62ETHAN ALLEN INTERIORS INC COMETD181,050$5.3M0.35%
63BUILD A BEAR WORKSHOPBBW81,325$5.3M0.35%
64WALMART INC COMWMT51,320$5.3M0.34%
65FIFTH THIRD BANCORPFITBM114,792$5.1M0.33%
66BARRETT BUSINESS SERVICES INC068463108115,350$5.1M0.33%
67THERMO FISHER SCIENTIFIC INC COMTMO10,424$5.1M0.33%
68VANGUARD TOTAL BOND MARKET ETF92193783567,358$5.0M0.33%
69L S I INDS INC FORMERLY L S I LTG50216C108211,694$5.0M0.33%
70SPDR S&P MIDCAP 400 ETF TRUSTMDY8,175$4.9M0.32%
71MASTERCARD INCMA8,460$4.8M0.31%
72INTERFACE INC COMTILE166,075$4.8M0.31%
73MERCK & CO INCMRK57,175$4.8M0.31%
74DONALDSON INC COMDCI57,240$4.7M0.30%
75BERKSHIRE HATHAWAY INC DEL CL ABRK-A6$4.5M0.29%
76SUPERIOR GROUP OF CO INC COMSGC420,975$4.5M0.29%
77BAR HBR BANKSHARES COM066849100145,580$4.4M0.29%
78HOME DEPOTHD10,926$4.4M0.29%
79PFIZER INC COMPFE172,849$4.4M0.29%
80VANGUARD TOTAL INTL STOCK IDEX ETF92190976859,667$4.4M0.29%
81META PLATFORMS INC CL AMETA5,917$4.3M0.28%
82SPDR S&P HOMEBUILDERS ETF78464A88837,171$4.1M0.27%
83ALAMO GROUP INCALG21,550$4.1M0.27%
84MADISON SQUARE GARDEN ENTMT COM CL A55825610389,636$4.1M0.26%
85COCA COLA CO COMKO61,095$4.1M0.26%
86POWERSHARES FINANCIAL PREFERRED ETFIVZ276,462$4.0M0.26%
87INTL BUSINESS MACHINESINTR14,308$4.0M0.26%
88KIRBY CORPORATIONKEX48,291$4.0M0.26%
89VANGUARD S&P 500 VALUE ETF92193270320,052$4.0M0.26%
90OIL DRI CORP AMER COM67786410065,400$4.0M0.26%
91AMERICAN ELEC PWR CO INC COM02553710134,979$3.9M0.26%
92FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109180,173$3.9M0.25%
93LIQUIDITY SERVICES INC53635B107138,975$3.8M0.25%
94ISHARES MSCI JAPAN ETF46434G82247,065$3.8M0.25%
95STARBUCKS CORPSBUX44,447$3.8M0.24%
96KINDER MORGAN INCEP-PC132,186$3.7M0.24%
97WINTRUST FINANCIAL CP97650W10827,205$3.6M0.23%
98GOLDMAN SACHS GROUP INCGSCE4,506$3.6M0.23%
99GRAINGER W W INC COM3848021043,705$3.5M0.23%
100CHEVRON CORP NEW COMCVX22,550$3.5M0.23%
101LINCOLN EDL SVCS CORP COM533535100143,275$3.4M0.22%
102ORION ENERGY SYSTEMS INCOESX383,454$3.4M0.22%
103DEERE & CO COMDE7,262$3.3M0.22%
104ISHARES CORE MSCI EAFE46432F84238,019$3.3M0.22%
105STRYKER CORPSYK8,917$3.3M0.21%
106WASTE MANAGEMENT INC94106L10914,923$3.3M0.21%
107EVOLUTION PETE CORP COM30049A107680,987$3.3M0.21%
108EASTERN CO COMEML137,921$3.2M0.21%
109ZOETIS INC COM CL AZTS21,954$3.2M0.21%
110TARGET CORP COMTGT35,661$3.2M0.21%
111REALTY INCOME CORPO51,853$3.2M0.21%
112TEXAS INSTRS INC COM88250810417,147$3.2M0.21%
113O REILLY AUTOMOTIVE INC67103H10728,491$3.1M0.20%
114GENERAL MLS INC COM37033410459,791$3.0M0.20%
115TECHNOLOGY SELECT SECTOR SPDR81369Y80310,687$3.0M0.20%
116EATON CORP PLC SHSETN7,989$3.0M0.19%
117FLEXSTEEL INDS INC COMFLEX64,400$3.0M0.19%
118GLOBAL WTR RES INC COM379463102289,448$3.0M0.19%
119NORTHWESTERN ENERGY GROUP INC COM NEWNWE50,431$3.0M0.19%
120EPR PPTYS SBI26884U10950,650$2.9M0.19%
121ENERGIZER HLDGS INC NEW COMENR117,100$2.9M0.19%
122HEALTHCARE SERVICES GROUP INC421906108170,950$2.9M0.19%
123ALLIENT INC COMALNT63,970$2.9M0.19%
124COMERICA INC COM20034010740,920$2.8M0.18%
125VANGUARD VALUE ETF92290874415,028$2.8M0.18%
126GATX CORP COMGATX16,022$2.8M0.18%
127TURTLE BEACH CORP COM NEWTBCH172,000$2.7M0.18%
128NEWMONT CORP COMNEMCL31,420$2.6M0.17%
129LINDBLAD EXPEDITIONS HLDGS INC COMLIND204,800$2.6M0.17%
130LEXINGTON CORP PPTYS TRLXP-PC290,290$2.6M0.17%
131UMH PPTYS INC COM903002103175,081$2.6M0.17%
132ISHARES MORNINGSTAR LARGE GROWTH ETF46428711924,694$2.6M0.17%
133SIMULATIONS PLUS INCSLP168,130$2.5M0.16%
134VANGUARD SMALL CAP VALUE ETF92290861111,950$2.5M0.16%
135KIMBERLY-CLARK CORP COMKMB20,020$2.5M0.16%
136VANGUARD CORE PLUS BOND ETF92202075531,531$2.5M0.16%
137CBOE GLOBAL MKTS INC COM12503M10810,000$2.5M0.16%
138NORTHERN TR CORP COMNTRSO18,006$2.4M0.16%
139HAMILTON BEACH BRANDS HLDG CO COM CL AHBB165,651$2.4M0.15%
140CECO ENVIRONMENTAL CORP COMCECO45,150$2.3M0.15%
141INTEL CORP COMINTC67,810$2.3M0.15%
142SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII76,409$2.3M0.15%
143LAKELAND INDUSTRIES INC511795106152,475$2.3M0.15%
144VANGUARD HIGH DIVIDEND YIELD92194640615,971$2.3M0.15%
145CHICAGO MERCANTILE HLDGS INCCME8,271$2.2M0.15%
146WILLIAMS SONOMA INCWSM11,432$2.2M0.15%
147CARRIER GLOBAL CORPORATION COMCARR36,873$2.2M0.14%
148H2O AMERICA COMHTO44,800$2.2M0.14%
149VANGUARD HEALTH CARE ETF92204A5048,399$2.2M0.14%
150NORTHWEST NAT HLDG CO COM66765N10548,000$2.2M0.14%
151DISNEY WALT CO COM25468710618,628$2.1M0.14%
152ILLINOIS TOOL WKS INC COM4523081098,147$2.1M0.14%
153HONEYWELL INTL INC43851610610,086$2.1M0.14%
154SPOK HLDGS INC COMSPOK122,000$2.1M0.14%
155FISERV INCFISV16,272$2.1M0.14%
156SCHWAB US DIVIDEND EQUITY ETF80852479776,618$2.1M0.14%
157NEXTERA ENERGY INC COMNEE-PW27,461$2.1M0.13%
158RGC RESOURCES INCRGCO92,000$2.1M0.13%
159PENGUIN SOLUTIONS INC COMPENG78,219$2.1M0.13%
160VANGUARD FTSE EMERGING MARKETS ETF92204285837,442$2.0M0.13%
161SHOE CARNIVAL INC COMSCVL96,892$2.0M0.13%
162SELECT WATER SOLUTIONS INC CL A COMWTTR187,000$2.0M0.13%
163DUCOMMUN INC DEL COMDCO20,775$2.0M0.13%
164ACCURAY INC DEL COMARAY1,162,320$1.9M0.13%
165CUMMINS INC COMCMI4,593$1.9M0.13%
166ARTESIAN RES CORP CL AARTNB59,000$1.9M0.13%
167CONSTELLATION ENERGY CORP COMCEG5,816$1.9M0.12%
168VANGUARD INFORMATION TECHNOLOGY92204A7022,545$1.9M0.12%
169VILLAGE SUPER MKT INC CL A NEW92710740950,000$1.9M0.12%
170ISHARES RUSSELL 2000 ETF4642876557,548$1.8M0.12%
171COMFORT SYS USA INC COM1999081042,200$1.8M0.12%
172WEYCO GROUP INC COMWEYS59,325$1.8M0.12%
173MOVADO GROUP INC COMMOVAA94,025$1.8M0.12%
174NETFLIX COM INCNFLX1,473$1.8M0.11%
175AVISTA CORP COMAVA46,000$1.7M0.11%
176FREIGHTCAR AMERICA INCRAIL173,800$1.7M0.11%
177HUDSON TECHNOLOGIES INC COMHDSN170,075$1.7M0.11%
178VANECK IG FLOATING RATE ETF92189F48665,687$1.7M0.11%
179WILLIAMS COS INC COM96945710026,245$1.7M0.11%
180APOGEE ENTERPRISES INC COMAPOG37,950$1.7M0.11%
181ACCO BRANDS CORP COMACCO413,525$1.6M0.11%
182VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40733,011$1.6M0.11%
183UNITIL CORPORATIONUTL33,500$1.6M0.10%
184COMCAST CORP NEW CL ACCZ49,587$1.6M0.10%
185AMERICAN EXPRESS CO COMAXP4,688$1.6M0.10%
186AT&T INC COMT-PC55,097$1.6M0.10%
187YUM! BRANDS INCYUM10,097$1.5M0.10%
188ISHARES MSCI EAFE ETF46428746516,292$1.5M0.10%
189PHILIP MORRIS INTL INC7181721099,335$1.5M0.10%
190VISA INCV4,264$1.5M0.09%
191MILLER INDS INC TENN NEW60055120435,506$1.4M0.09%
192ALLIANT ENERGY CORP COMLNT21,144$1.4M0.09%
193UNITED PARCEL SERVICE INCUPS16,897$1.4M0.09%
194JOHNSON OUTDOORS CL A CLASS AJOUT34,801$1.4M0.09%
195DENNYS CORP COM24869P104266,300$1.4M0.09%
196TESLA MOTORS INCTSLA3,118$1.4M0.09%
197ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI80,737$1.4M0.09%
198ALLSTATE CORPALL-PJ6,415$1.4M0.09%
199HACKETT GROUP INC COMHCKT71,325$1.4M0.09%
200STANDARD MTR PRODS INC COM85366610533,013$1.3M0.09%
201BUCKLE INC COMBKE22,000$1.3M0.08%
202VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87015,325$1.3M0.08%
203BANK HAWAII CORP COM06254010919,387$1.3M0.08%
204WELLS FARGO CO NEW COM94974610115,161$1.3M0.08%
205VANGUARD REIT INDEX ETF92290855313,860$1.3M0.08%
206SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII77,510$1.2M0.08%
207OTTER TAIL CORP COMOTTR14,687$1.2M0.08%
208CONOCOPHILLIPS COMCOP12,646$1.2M0.08%
209FIRST BUSEY CORP COM NEWBUSEP51,500$1.2M0.08%
210GE AEROSPACE COM NEW3696043013,953$1.2M0.08%
211INVESCO S&P 500 EQUAL WEIGHT ETFIVZ6,154$1.2M0.08%
212NATURES SUNSHINE PRODUCTS INC63902710174,550$1.2M0.08%
213BRISTOL-MYERS SQUIBB CO COMCELG-RI25,414$1.1M0.07%
214AZZ INC COMAZZ10,500$1.1M0.07%
215GCM GROSVENOR INC COM CL AGCMG94,400$1.1M0.07%
216VIRCO MFG CO COMVIRC146,175$1.1M0.07%
217PALANTIR TECHNOLOGIES INC CL APLTR6,053$1.1M0.07%
218MARATHON PETE CORP COMMARA5,715$1.1M0.07%
219RTX CORPORATION COMRTX6,517$1.1M0.07%
2203M CO COMMMM7,010$1.1M0.07%
221MONDELEZ INTL INC CL A60920710517,406$1.1M0.07%
222MORGAN STANLEYMS-PQ6,761$1.1M0.07%
223ABM INDS INC COM00095710023,200$1.1M0.07%
224CRAWFORD & CO CL ACRD-B99,000$1.1M0.07%
225CENTRAL GARDEN & PET COCENTA32,075$1.0M0.07%
226HORACE MANN EDUCATORS CORP NEW COM44032710423,000$1.0M0.07%
227PALO ALTO NETWORKS INC COMPANW5,090$1.0M0.07%
228AMEREN CORPAEE9,906$1.0M0.07%
229LXP INDUSTRIAL TRUST PFD CONV SER CLXP-PC21,000$1.0M0.07%
230VANGUARD SMALL CAP ETF9229087513,892$989,6860.06%
231ISHARES IBONDS OCT 2028 TERM TIPS ETF46438G70337,375$988,7560.06%
232CARPARTS COM INC COMPRTS1,387,853$986,9020.06%
233DELL TECHNOLOGIES INC CL CDELL6,952$985,5690.06%
234ISHARES SHORT TREASURY BOND ETF4642886798,919$985,4410.06%
235CORNING INC COMGLW11,875$974,1190.06%
236COLGATE PALMOLIVE CO COMCL12,061$964,1560.06%
237ALEXANDER & BALDWIN INC NEW COM01449110453,000$964,0700.06%
238WISDOMTREE INC COMWT69,313$963,4500.06%
239SALESFORCE COMCRM4,059$961,9180.06%
240GABELLI DIV AND INC TR36242H10435,191$954,7430.06%
241HERCULES CAPITAL INC COMHCXY50,473$954,4510.06%
242PNC FINL SVCS GROUP INC COM6934751054,734$951,3010.06%
243QCR HOLDINGS INC COMQCRH12,460$942,4740.06%
244CLOROX CO DEL COMCLX7,603$937,5110.06%
245ISHARES RUSSELL 2000 VALUE4642876305,294$936,0640.06%
246ISHARES RUSSELL 1000 GROWTH ETF4642876141,992$933,1730.06%
247ISHARES TR RUSSELL MIDCAP INDEX FD4642874999,660$932,6450.06%
248ALTRIA GROUP INC COMMO14,114$932,3970.06%
249US BANCORP DEL COM NEWUSB-PS18,798$908,4900.06%
250ISHARES CORE S&P MID CAP ETF46428750713,753$897,5210.06%
251TENNANT CO COMTNC10,975$889,6340.06%
252GULFPORT ENERGY CORP COMMON SHARESGPOR4,900$886,8020.06%
253GENERAL DYNAMICS CORP COMGD2,594$884,4160.06%
254VITESSE ENERGY INC COMMON STOCKVTS37,810$878,3260.06%
255ENNIS INC COMEBF48,000$877,4400.06%
256O S I SYSTEMS INCOSIS3,500$872,3400.06%
257EMBECTA CORP COMMON STOCKEMBC61,020$860,9920.06%
258YORK WTR CO98718410828,000$851,7600.06%
259VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085124,859$848,2550.06%
260COMPASS DIVERSIFIED HOLDINGSCODI-PC127,907$846,7460.06%
261RILEY EXPLORATION PERMIAN INC COMREPX31,000$840,4100.05%
262KROGER CO COMKR12,460$839,9160.05%
263ROCKWELL AUTOMATION INC COMROK2,398$838,1730.05%
264WEC ENERGY GROUP INC COMWEC7,260$831,9540.05%
265ISHARES S&P U.S. PREFERRED STOCK ETF46428868726,177$827,7080.05%
266INTUIT INCINTU1,211$827,0040.05%
267DTE ENERGY CO COMDTK5,791$819,0490.05%
268EPR PPTYS PFD C CV 5.7526884U20832,200$818,8460.05%
269NATHANS FAMOUS INC NEW COMNATH7,370$816,1540.05%
270UNILEVER PLC SPON ADR NEWUNLYF13,614$807,0580.05%
271VERIZON COMMUNICATIONSVZ18,282$803,4740.05%
272SOUTHERN CO COMSOMN8,372$793,4080.05%
273BIOGEN IDEC INCBIIB5,622$787,5300.05%
274INVESCO S&P 500 TOP 50 ETFIVZ13,456$774,0060.05%
275IDEX CORP45167R1044,686$762,6930.05%
276CITIGROUP INCC-PR7,482$759,3960.05%
277LAS VEGAS SANDS CORPLVS14,104$758,6640.05%
278V2X INC COMVVX13,000$755,1700.05%
279SCHWAB ETFS- US BROAD MARKET ETF80852410229,352$754,6400.05%
280YELP INC CL AYELP24,000$748,8000.05%
281EXELON CORP COMEXC16,605$747,4040.05%
282CHAMPION HOMES INC COMSKY9,500$725,5150.05%
283AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$721,7550.05%
284MARRIOTT INTL INC5719032022,758$718,2310.05%
285ENPHASE ENERGY INC COMENPH20,250$716,6480.05%
286VSE CORP COMVSECU4,300$714,8320.05%
287EMPIRE ST RLTY LP29210210094,631$704,0550.05%
288USA TECHNOLOGIES INCCOM NO PARCTLPP66,000$697,6200.05%
289CARLYLE GROUP INC COMCGABL11,079$694,6690.05%
290COMMERCE BANCSHARES INC COMCBSH11,570$691,4170.05%
291WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF90386K58925,518$681,5960.04%
292TE CONNECTIVITY LTDTEL3,043$668,0520.04%
293VANGUARD MID CAP9229086292,270$666,9050.04%
294BLACKROCK INCBLK566$659,8820.04%
295ENTERPRISE PRODS PARTNERS L P29379210720,916$654,0440.04%
296THERMON GROUP HOLDINGS COMTHR24,200$646,6240.04%
297FREEPORT MCMORAN COPPERFCX16,364$641,8040.04%
298VANGUARD GROWTH ETF9229087361,323$634,6310.04%
299LOWES COS INC COM5486611072,512$631,2400.04%
300VALUE LINE INCVALU16,100$629,1880.04%
301TJX COS INC NEW COM8725401094,318$624,0880.04%
302ACCENTURE LTD BERMUDA CL AACN2,525$622,6650.04%
303AVAGO TECHNOLOGIES LTDAVGO1,886$622,2120.04%
304LUCKY STRIKE ENTERTAINMENT COR CL A COMLUCK60,460$619,1100.04%
305ISHARES GNMA BOND ETF46429B33313,938$618,1660.04%
306GE VERNOVA INC COMGEV981$603,2230.04%
307UNITEDHEALTH GROUPUNH1,744$602,2590.04%
308BOEING CO COMBA-PA2,789$601,9500.04%
309NEXTRACKER INC CLASS A COMNXT8,000$591,9200.04%
310BP PLC SPONSORED ADRBPPFF17,066$588,0780.04%
311JANUS HENDERSON GROUP PLC ORD SHSJHG13,147$585,1840.04%
312AUTOMATIC DATA PROCESSING INC COMADP1,987$583,1840.04%
313ISHARES S&P SMALLCAP 600 ETF4642878044,749$564,3360.04%
314ANALOG DEVICES INC COMADI2,284$561,1820.04%
315VANGUARD BOND INDEX FUND INC LONG TERM BD ETF9219377937,881$558,3620.04%
316ISHARES MSCI EMERGING MARKETS ETF46428723410,243$546,9910.04%
317EDWARDS LIFESCIENCES CORP COMEW6,852$532,8800.03%
318ADOBE SYS INCADBE1,505$530,8890.03%
319ISHARES ESG OPTIMIZED MSCI USA ETF4642888023,869$524,8300.03%
320AMERICAN WATER WORKS CO0304201033,739$520,4310.03%
321TRUIST FINL CORP COM89832Q10911,342$518,5620.03%
322SILICON MOTION TECHNOLOGY CORP SPONSORED ADRSIMO5,400$511,9740.03%
323EVI INDS INC COM26929N10216,000$505,7600.03%
324CROWN CRAFTS INC COMCRWS173,000$503,4300.03%
325FASTENAL COFAST10,258$503,0520.03%
326NBT BANCORP INC COMNBTB12,000$501,1200.03%
327AON CORPAON1,336$476,4100.03%
328ISHARES DOW JONES US REGIONAL BANKS4642887789,035$474,6090.03%
329CONSUMER STAPLES SELECT SECTOR SPDR81369Y3085,883$461,0160.03%
330DANAHER CORP2358511022,320$459,9630.03%
331CITY HLDG CO COMCHCO3,710$459,5580.03%
332VANGUARD SHORT DURATION BOND ETF9220207305,979$458,2210.03%
333ISHARES DJ US CONSUMER SERVICES4642875804,309$451,5720.03%
334COMMERCIAL METALS CO COMCMC7,800$446,7840.03%
335COHEN & STEERS INFRASTRUCTURE FUND19248A10917,685$438,5790.03%
336LAZARD LTD SHS -A -LAZ8,125$428,8480.03%
337POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,917$426,7100.03%
338DUKE ENERGY CORP NEW COM NEWDUKB3,427$424,0820.03%
339ONEOK INC NEW COMOKE5,676$414,1780.03%
340MATERIALS SELECT SECTOR SPDR81369Y1004,608$412,9690.03%
341GSK PLC SPONSORED ADRGLAXF9,363$404,1070.03%
342VANGUARD RUSSELL 2000 ETF92206C6644,025$393,7190.03%
343HEALTH CARE SELECT SECTOR SPDR81369Y2092,825$393,2200.03%
344AMERICAN TOWER CORP03027X1002,022$388,8710.03%
345J M SMUCKER CO NEW8326964053,567$387,3450.03%
346AMERICA MOVIL SERIES L ADRAMXOF18,028$378,5880.02%
347ISHARES NEW YORK MUNI BOND ETF4642883237,050$376,1180.02%
348ISHARES AGGREGATE BOND ETF4642872263,661$367,0300.02%
349LEGALZOOM COM INC COMLZ35,000$363,3000.02%
350PHILLIPS 66PSX2,661$361,9590.02%
351EMERSON ELEC CO COMEMR2,754$361,2700.02%
352IMAX CORPIMAX11,000$360,2500.02%
353ONESPAWORLD HOLDINGS LIMITED COMOSW17,000$359,3800.02%
354PRUDENTIAL FINL INCPUKPF3,463$359,2520.02%
355ISHARES TR DOW JONES U S HEALTHCARE4642877626,105$358,4860.02%
356SPDR DOW JONES INDUSTRIAL ETF78467X109755$350,1240.02%
357VAIL RESORTS INCMTN2,331$348,6480.02%
358ROYAL DUTCH SHELL PLC-ADRRYDAF4,815$344,4350.02%
359AEROVIRONMENT INC COMAVAV1,093$344,1750.02%
360ISHARES 1-3 YR TREASURY BOND ETF4642874574,146$343,9170.02%
361REXFORD INDL RLTY INC COM76169C1008,285$340,5960.02%
362ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,891$337,9780.02%
363FARMER BROS CO COM307675108197,000$336,8700.02%
364ISHARES SEMICONDUCTOR ETF4642875231,229$333,2450.02%
365FIRST SOURCE CORPSRCE5,349$329,2840.02%
366CONSOLIDATED EDISON INC COMED3,270$328,7270.02%
367HP INC COMHPQ11,968$325,8890.02%
368CVS HEALTH CORP COMCVS4,270$321,9150.02%
369ISHARES MSCI INDIA ETF46429B5986,168$321,1090.02%
370ISHARES TIPS BOND ETF4642871762,882$320,5370.02%
371SNAP ON INC COMSNA918$318,2130.02%
372RESERVOIR MEDIA INC COMRSVRW39,000$317,4600.02%
373BANK NEW YORK MELLON CORP COM0640581002,912$317,2920.02%
374CSX CORPCSX8,890$315,6930.02%
375VENTAS INCVTR4,467$312,6710.02%
376BANK OF MONTREAL0636711012,389$311,2110.02%
377VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467943,655$309,5300.02%
378MICRON TECHNOLOGYMU1,842$308,2030.02%
379UTILITIES SELECT SECTOR SPDR FUND81369Y8863,448$300,7340.02%
380EATON VANCE TAX ADV DIV INCETN12,284$300,3530.02%
381SIMON PROPERTY GROUP INC8288061091,560$292,7650.02%
382ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,645$290,9680.02%
383TARGA RES CORP COMTRGP1,734$290,5200.02%
384HELIX ENERGY SOLUTIONS GRP INC COM42330P10744,000$288,6400.02%
385ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$285,1860.02%
386MEDTRONIC PLC SHSMDT2,978$283,6250.02%
387GRAYSCALE BITCOIN TRUST ETFGBTC3,152$282,9550.02%
388ISHARES BITCOIN TRUST ETFIBIT4,315$280,4750.02%
389HARTFORD FINL SVCS GROUP INCHIG-PG2,100$280,1190.02%
390HEWLETT PACKARD ENTERPRISE CO COMHPE-PC11,385$279,6160.02%
391ISHARES DOW JONES US UTILITIES4642876972,458$272,5880.02%
392COVENANT LOGISTICS GROUP INC CL ACVLG12,500$270,7500.02%
393APOLLO GLOBAL MGMT INC COM03769M1062,025$269,9370.02%
394NIKE INC CLASS BNKE3,863$269,3690.02%
395CHURCHILL DOWNS INCCHDN2,776$269,2870.02%
396THE CAMPBELLS COMPANY COMCPB8,409$265,5410.02%
397PARAMOUNT SKYDANCE CORP COM CL BPSKY13,977$264,4470.02%
398VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,175$262,1430.02%
399ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4076,021$260,7090.02%
400VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$259,9110.02%
401ENERGY SELECT SECTOR SPDR81369Y5062,894$258,5820.02%
402PROGRESSIVE CORP COM7433151031,040$256,9510.02%
403BOSTON SCIENTIFIC CORPBSX2,563$250,2260.02%
404ISHARES CORE S&P US VALUE ETF4642876632,486$248,5220.02%
405QUANTA SERVICES INC74762E102587$243,2650.02%
406METLIFE INC COMMET-PF2,930$241,3630.02%
407ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881582,250$240,2550.02%
408MOBILE INFRASTRUCTURE CORP COM SHSBEEP68,000$239,3600.02%
409AES CORPAES18,000$236,8800.02%
410TRANE TECHNOLOGIES PLC SHSTT561$236,7200.02%
411VANGUARD ESG U.S. STOCK ETF9219107331,995$236,2460.02%
412ENBRIDGE INC COMENNPF4,680$236,1600.02%
413YUM CHINA HLDGS INC COMYUMC5,488$235,5630.02%
414DOMINION RESOURCES INCD3,837$234,7090.02%
415SPDR SER TR S&P DIVID ETF78464A7631,663$232,9030.02%
416BAXTER INTL INC COM07181310910,216$232,6280.02%
417AMPLIFY BLOCKCHAIN TECHNOLOGY ETF0321086073,455$231,6000.02%
418VANGUARD SMALL-CAP GROWTH ETF922908595774$230,3360.01%
419LINCOLN NATL CORP IND COM5341871095,615$226,4530.01%
420ISHARES CORE DIVIDEND GROWTH ETF46434V6213,291$224,0510.01%
421SCHWAB ETFS- US SMALL-CAP ETF8085246077,982$222,6930.01%
422GLOBAL X CYBERSECURITY ETF37954Y3846,320$222,4010.01%
423DECKERS OUTDOORDECK2,180$220,9870.01%
424RUSH STREET INTERACTIVE INC COMRSI10,600$217,0880.01%
425MARVELL TECHNOLOGY INC COMMRVL2,575$216,4570.01%
426ISHARES ETHEREUM TRUST ETF46438R1056,835$215,3710.01%
427ARES CAPITAL CORP COMARCC10,500$214,3050.01%
428TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100755$210,7790.01%
429ISHARES SELECT U.S. REIT ETF4642875643,400$209,5080.01%
430VANGUARD UTILITIES92204A8761,098$208,0580.01%
431LEE ENTERPRISES INC COMLEE38,181$207,7050.01%
432XYLEM INCXYL1,405$207,2090.01%
433ARRAY TECHNOLOGIES INC COM SHSARRY25,000$203,7500.01%
434ECOLAB INC COMECL735$201,2870.01%
435PUBLIC SVC ENTERPRISE GRP INC COM7445731062,399$200,2210.01%
436SPDR S&P REGIONAL BANKING ETF78464A6983,126$197,9040.01%
437FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$197,7310.01%
438ISHARES GOLD TRUST ETFIAU2,681$195,0960.01%
439VANGUARD ENERGY92204A3061,482$186,5740.01%
440DAVITA INC COMDVA1,390$184,6890.01%
441CAPITAL ONE FINANCIAL CORP14040H105864$183,7530.01%
442VANGUARD RUSSELL 1000 VALUE ETF92206C7142,046$182,8900.01%
443ISHARES NASDAQ BIOTECHNOLOGY4642875561,263$182,3390.01%
444GRAYSCALE ETHEREUM TRUST ETF3896381075,222$178,9580.01%
445ITT INDUSTRIES INCITT1,000$178,7950.01%
446RESOURCES CONNECTION INC COMRGP35,000$176,7500.01%
447NOVARTIS AG ADRNVSEF1,376$176,4660.01%
448SPDR S&P SEMICONDUCTOR ETF78464A862550$175,4900.01%
449MCCORMICK & CO INC COM NON VTGMKC-V2,614$174,9030.01%
450HEALTH CARE REIT INCWELL956$170,2900.01%
451ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886203,238$169,0700.01%
452ELEVANCE HEALTH INC FORMERLY A COMELV513$165,7610.01%
453LOCKHEED MARTIN CORPLMT329$164,3290.01%
454SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,000$161,7540.01%
455EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER 6029210220921,474$161,2700.01%
456AMERICAN AIRLS GROUP INC COM02376R10214,225$159,8890.01%
457MERCADOLIBRE INCMELI68$158,9120.01%
458BOOKING HOLDINGS INC COMBKNG29$157,2700.01%
459HUMANA INC COMHUM602$156,6220.01%
460LINDE PLC SHSLIN328$155,8000.01%
461CENTRAL GARDEN & PET CO CL A NON-VTGCENTA5,268$155,5640.01%
462CARDINAL HEALTH INCCAH989$155,2750.01%
463VANGUARD CONSUMER STAPLES ETF92204A207725$154,9540.01%
464TCW STRATEGIC INCOME FD INC COM87234010431,212$153,5610.01%
465VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF9219468852,284$152,7990.01%
466AMERIPRISE FINL INC COM03076C106307$150,8140.01%
467CHECK POINT SOFTWARE TECHNOLOGIES LTDM22465104725$150,0100.01%
468CURRENCY SHARES EURO TR EUROFXE1,383$149,8760.01%
469ISHARES TR S&P 100 INDEX FUND464287101448$148,9700.01%
470EQUITY RESIDENTIALEQR2,296$148,6040.01%
471WENDYS CO COM95058W10015,962$146,2140.01%
472ISHARES TR S&P 1500 INDEX FD464287150998$145,3380.01%
473FEDEX CORPFDX615$145,0230.01%
474JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8523,130$142,9700.01%
475VERTIV HOLDINGS CO COM CL AVRT944$142,4120.01%
476MCKESSON CORPMCK184$142,1470.01%
477TG THERAPEUTICS INC COMTGTX3,900$140,8880.01%
478ISHARES GLOBAL TELECOM4642872751,139$140,7410.01%
479MATTEL INC COMMAT8,326$140,1270.01%
480TOOTSIE ROLL INDS INC COM8905161073,324$139,3240.01%
481NUVEEN AMT FREE QLTY MUN INCME COMNU12,164$138,5480.01%
482ISHARES U.S. AEROSPACE & DEFENSE ETF464288760662$138,4500.01%
483DIGITAL REALTY TRUST INC253868103798$138,0030.01%
484CORTEVA INC COMCTVA2,035$137,6420.01%
485CROWDSTRIKE HLDGS INC CL ACRWD278$136,3260.01%
486CHARTER COMMUNICATIONS INC NEW CL A16119P108494$135,9020.01%
487SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF8085246724,863$135,8810.01%
488VANGUARD ULTRA-SHORT BOND ETF92203C3032,692$134,5680.01%
489SPORTRADAR GROUP AG CLASS A ORD SHSSRAD5,000$134,5000.01%
490VANGUARD SHORT-TERM TREASURY ETF92206C1022,283$134,3640.01%
491JB HUNT TRANSPORT SERVICES4456581071,000$134,1700.01%
492ESSEX PPTY TR REIT297178105500$133,8300.01%
493WORKDAY INC CL AWDAY552$132,8830.01%
494INVESCO S&P GLOBAL WATER INDEX ETFIVZ2,060$132,3340.01%
495SNAP INC CL ASNAP17,000$131,0700.01%
496OLD NATL BANCORP IND6800331075,962$130,8580.01%
497AXON ENTERPRISE INC COMAXON175$125,5870.01%
498JD.COM INC SPON ADS CL AJDCMF3,576$125,0880.01%
499PAN AMERICAN SILVER CORP6979001083,200$123,9360.01%
500SLB LIMITED COM STKSLB3,560$122,3570.01%