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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 2025 · Filed January 30, 2026 · Accession 0001062993-26-000502

Total Value
$1.59B
Positions
1,570
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMORGAN CHASE & CO. COMVYLD264,865$85.3M5.44%
2APPLE INCAAPL237,669$64.6M4.12%
3ISHARES S&P 500 GROWTH ETF464287309518,496$63.9M4.07%
4VANGUARD SHORT TERM CORP BOND FD ETF92206C409663,614$52.9M3.37%
5VANGUARD TOTAL STK MKT922908769143,019$47.9M3.05%
6MICROSOFTMSFT95,719$46.3M2.95%
7STATE STR SPDR S&P 500 ETF TR TR UNITSPY64,644$44.1M2.81%
8ISHARES S&P 500 VALUE ETF464287408186,754$39.6M2.52%
9OLD REP INTL CORP COM680223104781,008$35.6M2.27%
10VANGUARD S&P 500 ETF92290836344,712$28.0M1.78%
11BLACKSTONE GROUP LPBX160,039$24.7M1.57%
12GOOGLE INCGOOG67,748$21.2M1.35%
13ORACLE CORPORATIONORCL-PD92,991$18.1M1.15%
14ABBVIE INC COMABBV76,452$17.5M1.11%
15VANGUARD SHORT TERM INFL-PROTECTED922020805328,718$16.3M1.04%
16ISHARES AMT-FREE MUNI BOND ETF464288414147,833$15.8M1.01%
17AMAZON.COM INCAMZN66,152$15.3M0.97%
18ISHARES S&P 500 INDEX46428720021,534$14.7M0.94%
19KKR & CO LPKKRT108,963$13.9M0.88%
20UNION PAC CORP COMUNP56,014$13.0M0.83%
21JOHNSON & JOHNSON COMJNJ56,948$11.8M0.75%
22ISHARES DJ SELECT DIVIDEND46428716882,520$11.6M0.74%
23POWERSHARES QQQ TRIVZ18,810$11.6M0.74%
24ALPHABET INC CAP STK CL CGOOG36,385$11.4M0.73%
25BANK AMERICA CORP COM060505104198,855$10.9M0.70%
26SPDR GOLD ETFGLD27,307$10.8M0.69%
27ISHARES TR RUSSELL 1000 INDEX ETF46428762228,310$10.6M0.67%
28ALPS TRUST ETF ALERIAN MLP00162Q452222,961$10.5M0.67%
29ACME UTD CORP COM004816104252,624$10.2M0.65%
30SPHERE ENTERTAINMENT CO CL ASPHR106,090$10.1M0.64%
31VANGUARD EXTENDED MARKET ETF92290865246,775$9.8M0.62%
32FINANCIAL SELECT SECTOR SPDR81369Y605175,721$9.6M0.61%
33VANGUARD DIVIDEND APPRECIATION ETF92190884443,707$9.6M0.61%
34COSTCO WHOLESALE CORP22160K10510,694$9.2M0.59%
35ELI LILLY & CO COMLLY8,546$9.2M0.59%
36BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A18,019$9.1M0.58%
37POSTAL REALTY TRUST INC CL APSTL513,363$8.3M0.53%
38PAYCHEX INCPAYX72,852$8.2M0.52%
39VANGUARD FTSE DEVELOPED MARKETS ETF921943858130,143$8.1M0.52%
40ISHARES MSCI EAFE VALUE ETF464288877113,454$8.1M0.52%
41ABBOTT LABS COMABLZF64,010$8.0M0.51%
42GALLAGHER ARTHUR J &CO36357610930,384$7.9M0.50%
43CISCO SYS INCCSCO97,308$7.5M0.48%
44AMGEN INCAMGN22,739$7.4M0.47%
45EXXON MOBIL CORP COMXOM58,050$7.0M0.44%
46BOOT BARN HLDGS INC COMBOOT39,400$7.0M0.44%
47SPROTT INC COM NEWSII70,246$6.9M0.44%
48ADVANCED MICRO DEVICES INC COMAMD32,086$6.9M0.44%
49PEPSICO INC COMPEP47,701$6.8M0.44%
50CATERPILLAR INC COMCAT11,755$6.7M0.43%
51QUALCOMM INC COMQCOM38,956$6.7M0.42%
52WESTWOOD HLDGS GROUP INC COM961765104371,993$6.4M0.41%
53ORION ENERGY SYSTEMS INCOESX407,452$6.3M0.40%
54THERMO FISHER SCIENTIFIC INC COMTMO10,722$6.2M0.40%
55MERCK & CO INCMRK57,594$6.1M0.39%
56ESCALADE INC COMESCA428,112$5.8M0.37%
57WALMART INC COMWMT51,728$5.8M0.37%
58PROCTER & GAMBLE CO COM74271810940,203$5.8M0.37%
59MCDONALDS CORP COMMCD18,649$5.7M0.36%
60NVIDIA CORPNVDA29,908$5.6M0.36%
61ROCKY BRANDS INCRCKY190,125$5.6M0.36%
62FIFTH THIRD BANCORPFITBM114,792$5.4M0.34%
63KIRBY CORPORATIONKEX48,291$5.3M0.34%
64BLUE BIRD CORP COMBLBD112,776$5.3M0.34%
65ISHARES MSCI EUROPE FINANCIALS ETF464289180135,228$5.0M0.32%
66VANGUARD TOTAL INTL STOCK IDEX ETF92190976866,465$5.0M0.32%
67SPDR S&P MIDCAP 400 ETF TRUSTMDY8,296$5.0M0.32%
68DONALDSON INC COMDCI56,332$5.0M0.32%
69VANGUARD TOTAL BOND MARKET ETF92193783566,888$5.0M0.32%
70MASTERCARD INCMA8,519$4.9M0.31%
71VANGUARD CORE PLUS BOND ETF92202075562,056$4.8M0.31%
72SUPERIOR GROUP OF CO INC COMSGC494,975$4.8M0.31%
73UNITED STS LIME & MINERALS INC COMUNTCW38,550$4.6M0.29%
74ETHAN ALLEN INTERIORS INC COMETD200,250$4.6M0.29%
75BERKSHIRE HATHAWAY INC DEL CL ABRK-A6$4.5M0.29%
76BAR HBR BANKSHARES COM066849100145,580$4.5M0.29%
77INTL BUSINESS MACHINESINTR14,691$4.4M0.28%
78COCA COLA CO COMKO61,216$4.3M0.27%
79GREEN BRICK PARTNERS INC COMGRBK-PA68,275$4.3M0.27%
80BUILD A BEAR WORKSHOPBBW69,325$4.2M0.27%
81LIQUIDITY SERVICES INC53635B107138,975$4.2M0.27%
82MADISON SQUARE GARDEN ENTMT COM CL A55825610377,736$4.2M0.27%
83META PLATFORMS INC CL AMETA6,200$4.1M0.26%
84FIRST TR/FIDUCIARY ASSET MGMT COVERED CALL FD COM337318109184,543$4.1M0.26%
85AMERICAN ELEC PWR CO INC COM02553710135,062$4.0M0.26%
86PFIZER INC COMPFE161,410$4.0M0.26%
87GOLDMAN SACHS GROUP INCGSCE4,552$4.0M0.25%
88VANGUARD S&P 500 VALUE ETF92193270319,480$4.0M0.25%
89STATE STREET SPDR S&P HOMEBUILDERS ETF78464A88838,425$4.0M0.25%
90INTERFACE INC COMTILE141,275$3.9M0.25%
91ISHARES CORE MSCI EAFE46432F84243,145$3.9M0.25%
92WINTRUST FINANCIAL CP97650W10827,209$3.8M0.24%
93POWERSHARES FINANCIAL PREFERRED ETFIVZ267,442$3.8M0.24%
94HOME DEPOTHD10,925$3.8M0.24%
95STARBUCKS CORPSBUX44,594$3.8M0.24%
96WW GRAINGER INC COM3848021043,706$3.7M0.24%
97KINDER MORGAN INCEP-PC132,408$3.6M0.23%
98ALAMO GROUP INCALG21,550$3.6M0.23%
99BARRETT BUSINESS SERVICES INC06846310899,431$3.6M0.23%
100L S I INDS INC FORMERLY L S I LTG50216C108196,463$3.6M0.23%
101COMERICA INC COM20034010740,920$3.6M0.23%
102TARGET CORP COMTGT35,555$3.5M0.22%
103LINCOLN EDL SVCS CORP COM533535100143,275$3.5M0.22%
104CHEVRON CORP NEW COMCVX22,691$3.5M0.22%
105ALLIENT INC COMALNT63,970$3.4M0.22%
106DEERE & CO COMDE7,263$3.4M0.22%
107NORTHWESTERN ENERGY GROUP INC COM NEWNWE50,998$3.3M0.21%
108WASTE MANAGEMENT INC94106L10914,912$3.3M0.21%
109ISHARES IBONDS OCT 2028 TERM TIPS ETF46438G703126,050$3.3M0.21%
110HEALTHCARE SERVICES GROUP INC421906108170,950$3.3M0.21%
111STRYKER CORPSYK8,922$3.1M0.20%
112NEWMONT CORP COMNEMCL30,876$3.1M0.20%
113TECHNOLOGY SELECT SECTOR SPDR81369Y80321,295$3.1M0.20%
114SIMULATIONS PLUS INCSLP168,130$3.1M0.20%
115SCHWAB US DIVIDEND EQUITY ETF808524797110,746$3.0M0.19%
116TEXAS INSTRS INC COM88250810417,172$3.0M0.19%
117LINDBLAD EXPEDITIONS HLDGS INC COMLIND204,800$3.0M0.19%
118LEXINGTON CORP PPTYS TRLXP-PC58,708$2.9M0.19%
119GENERAL MLS INC COM37033410461,791$2.9M0.18%
120REALTY INCOME CORPO50,475$2.8M0.18%
121VANGUARD VALUE ETF92290874414,826$2.8M0.18%
122UMH PPTYS INC COM903002103176,615$2.8M0.18%
123ZOETIS INC COM CL AZTS21,982$2.8M0.18%
124GATX CORP COMGATX16,022$2.7M0.17%
125CECO ENVIRONMENTAL CORP COMCECO45,150$2.7M0.17%
126HAMILTON BEACH BRANDS HLDG CO COM CL AHBB163,651$2.7M0.17%
127ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI161,523$2.7M0.17%
128ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815824,630$2.6M0.17%
129EPR PPTYS SBI26884U10952,650$2.6M0.17%
130O REILLY AUTOMOTIVE INC67103H10728,496$2.6M0.17%
131EASTERN CO COMEML130,921$2.6M0.16%
132GLOBAL WTR RES INC COM379463102304,448$2.6M0.16%
133EATON CORP PLC SHSETN8,073$2.6M0.16%
134FLEXSTEEL INDS INC COMFLEX64,400$2.5M0.16%
135NORTHERN TR CORP COMNTRSO18,510$2.5M0.16%
136SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TRSII76,409$2.5M0.16%
137CBOE GLOBAL MKTS INC COM12503M10810,011$2.5M0.16%
138ISHARES MORNINGSTAR LARGE GROWTH ETF46428711924,064$2.5M0.16%
139VANGUARD SMALL CAP VALUE ETF92290861111,543$2.4M0.16%
140TURTLE BEACH CORP COM NEWTBCH172,000$2.4M0.15%
141VANGUARD HEALTH CARE ETF92204A5048,294$2.4M0.15%
142GCM GROSVENOR INC COM CL AGCMG210,518$2.4M0.15%
143CUMMINS INC COMCMI4,603$2.3M0.15%
144CHICAGO MERCANTILE HLDGS INCCME8,441$2.3M0.15%
145OIL DRI CORP AMER COM67786410046,400$2.3M0.14%
146VANGUARD HIGH DIVIDEND YIELD92194640615,749$2.3M0.14%
147NORTHWEST NAT HLDG CO COM66765N10548,000$2.2M0.14%
148INTEL CORP COMINTC60,331$2.2M0.14%
149NEXTERA ENERGY INC COMNEE-PW27,552$2.2M0.14%
150ISHARES MSCI JAPAN ETF46434G82227,370$2.2M0.14%
151H2O AMERICA COMHTO44,800$2.2M0.14%
152CRAWFORD & CO CL ACRD-B193,500$2.2M0.14%
153ENERGIZER HLDGS INC NEW COMENR107,300$2.1M0.14%
154DISNEY WALT CO COM25468710618,638$2.1M0.14%
155HONEYWELL INTL INC43851610610,726$2.1M0.13%
156AMERICAN EXPRESS CO COMAXP5,616$2.1M0.13%
157CONSTELLATION ENERGY CORP COMCEG5,847$2.1M0.13%
158VANGUARD FTSE EMERGING MARKETS ETF92204285838,025$2.0M0.13%
159WILLIAMS SONOMA INCWSM11,446$2.0M0.13%
160ILLINOIS TOOL WKS INC COM4523081098,147$2.0M0.13%
161DUCOMMUN INC DEL COMDCO20,775$2.0M0.13%
162EVOLUTION PETE CORP COM30049A107556,190$2.0M0.13%
163SELECT WATER SOLUTIONS INC CL A COMWTTR187,000$2.0M0.13%
164RGC RESOURCES INCRGCO92,000$2.0M0.12%
165VANECK IG FLOATING RATE ETF92189F48676,716$2.0M0.12%
166MOVADO GROUP INC COMMOVAA94,025$1.9M0.12%
167FREIGHTCAR AMERICA INCRAIL173,800$1.9M0.12%
168VANGUARD INFORMATION TECHNOLOGY92204A7022,530$1.9M0.12%
169WESTWOOD SALIENT ENHANCED MIDSTREAM INCOME ETF90386K58971,764$1.9M0.12%
170EMBECTA CORP COMMON STOCKEMBC159,485$1.9M0.12%
171ISHARES RUSSELL 2000 ETF4642876557,596$1.9M0.12%
172ARTESIAN RES CORP CL AARTNB59,000$1.9M0.12%
173KIMBERLY-CLARK CORP COMKMB18,316$1.8M0.12%
174SPROTT ASSET MANAGEMENT LP PHYSICAL SILVERSII77,510$1.8M0.12%
175WEYCO GROUP INC COMWEYS59,325$1.8M0.12%
176AVISTA CORP COMAVA46,000$1.8M0.11%
177VILLAGE SUPER MKT INC CL A NEW92710740950,000$1.8M0.11%
178UNITED PARCEL SERVICE INCUPS17,049$1.7M0.11%
179ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF46428867915,048$1.7M0.11%
180SHOE CARNIVAL INC COMSCVL96,892$1.6M0.10%
181UNITIL CORPORATIONUTL33,500$1.6M0.10%
182DENNYS CORP COM24869P104258,800$1.6M0.10%
183SPOK HLDGS INC COMSPOK122,000$1.6M0.10%
184NATURES SUNSHINE PRODUCTS INC63902710174,550$1.6M0.10%
185VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40733,237$1.6M0.10%
186WILLIAMS COS INC COM96945710026,508$1.6M0.10%
187ACCO BRANDS CORP COMACCO418,525$1.6M0.10%
188INVESCO S&P 500 EQUAL WEIGHT ETFIVZ8,063$1.5M0.10%
189ISHARES MSCI EAFE ETF46428746516,022$1.5M0.10%
190PHILIP MORRIS INTL INC7181721099,571$1.5M0.10%
191YUM! BRANDS INCYUM10,127$1.5M0.10%
192PENGUIN SOLUTIONS INC COMPENG78,219$1.5M0.10%
193WELLS FARGO & CO COM94974610116,394$1.5M0.10%
194VISA INCV4,352$1.5M0.10%
195COMCAST CORP NEW CL ACCZ49,468$1.5M0.09%
196JOHNSON OUTDOORS CL A CLASS AJOUT34,801$1.5M0.09%
197NETFLIX COM INCNFLX15,125$1.4M0.09%
198HACKETT GROUP INC COMHCKT71,325$1.4M0.09%
199TESLA MOTORS INCTSLA3,108$1.4M0.09%
200APOGEE ENTERPRISES INC COMAPOG37,950$1.4M0.09%
201BRISTOL-MYERS SQUIBB CO COMCELG-RI25,564$1.4M0.09%
202KARAT PACKAGING INC COMKRT61,000$1.4M0.09%
203ALLIANT ENERGY CORP COMLNT21,167$1.4M0.09%
204EPR PPTYS PFD C CV 5.7526884U20861,965$1.4M0.09%
205VANGUARD REIT INDEX ETF92290855315,276$1.4M0.09%
206LXP INDUSTRIAL TRUST PFD CONV SER CLXP-PC28,405$1.3M0.09%
207ALLSTATE CORPALL-PJ6,424$1.3M0.09%
208MILLER INDS INC TENN NEW60055120435,506$1.3M0.08%
209BANK HAWAII CORP COM06254010919,395$1.3M0.08%
210VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87015,538$1.3M0.08%
211EVI INDS INC COM26929N10251,000$1.3M0.08%
212VANGUARD SMALL CAP ETF9229087514,855$1.3M0.08%
213GE AEROSPACE COM NEW3696043014,005$1.2M0.08%
214VANGUARD SHORT DURATION BOND ETF92202073016,032$1.2M0.08%
215FIRST BUSEY CORP COM NEWBUSEP51,500$1.2M0.08%
216RTX CORPORATION COMRTX6,671$1.2M0.08%
217COMFORT SYS USA INC COM1999081041,307$1.2M0.08%
218STANDARD MTR PRODS INC COM85366610533,013$1.2M0.08%
219CITIGROUP INCC-PR10,419$1.2M0.08%
220CONOCOPHILLIPS COMCOP12,949$1.2M0.08%
221AT&T INC COMT-PC47,628$1.2M0.08%
222BUCKLE INC COMBKE22,000$1.2M0.07%
223OTTER TAIL CORP COMOTTR14,236$1.2M0.07%
2243M CO COMMMM6,913$1.1M0.07%
225FISERV INCFISV16,350$1.1M0.07%
226BLUE OWL CAPITAL INC COM CL AOWL71,570$1.1M0.07%
227SALESFORCE COMCRM4,030$1.1M0.07%
228HORACE MANN EDUCATORS CORP NEW COM44032710423,000$1.1M0.07%
229CORNING INC COMGLW12,017$1.1M0.07%
230PALANTIR TECHNOLOGIES INC CL APLTR5,863$1.0M0.07%
231ISHARES AGGREGATE BOND ETF46428722610,423$1.0M0.07%
232QCR HOLDINGS INC COMQCRH12,460$1.0M0.07%
233CENTRAL GARDEN & PET COCENTA32,075$1.0M0.07%
234US BANCORP DEL COM NEWUSB-PS19,265$1.0M0.07%
235GULFPORT ENERGY CORP COMMON SHARESGPOR4,900$1.0M0.06%
236PNC FINL SVCS GROUP INC COM6934751054,784$998,6670.06%
237BIOGEN IDEC INCBIIB5,642$992,9360.06%
238AMEREN CORPAEE9,899$988,5090.06%
239ABM INDS INC COM00095710023,200$981,3600.06%
240AZZ INC COMAZZ9,000$964,6200.06%
241COLGATE PALMOLIVE CO COMCL12,162$961,0410.06%
242ISHARES RUSSELL 2000 VALUE4642876305,273$955,6070.06%
243PALO ALTO NETWORKS INC COMPANW5,132$945,3140.06%
244ISHARES RUSSELL 1000 GROWTH ETF4642876141,992$942,9410.06%
245MONDELEZ INTL INC CL A60920710517,515$942,8390.06%
246ROCKWELL AUTOMATION INC COMROK2,408$936,8810.06%
247ISHARES TR RUSSELL MIDCAP INDEX FD4642874999,660$929,9460.06%
248MARATHON PETE CORP COMMARA5,716$929,5950.06%
249GABELLI DIV AND INC TR36242H10433,334$925,6840.06%
250LAS VEGAS SANDS CORPLVS14,139$920,2800.06%
251ISHARES CORE S&P MID CAP ETF46428750713,740$906,8400.06%
252HERCULES CAPITAL INC COMHCXY47,965$902,7040.06%
253THERMON GROUP HOLDINGS COMTHR24,200$899,2720.06%
254O S I SYSTEMS INCOSIS3,500$892,7100.06%
255YORK WTR CO98718410828,000$891,5200.06%
256GENERAL DYNAMICS CORP COMGD2,646$890,6740.06%
257DELL TECHNOLOGIES INC CL CDELL6,981$878,7960.06%
258VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085124,878$865,2130.06%
259ENNIS INC COMEBF48,000$864,4800.06%
260MARRIOTT INTL INC5719032022,775$860,8420.05%
261ALTRIA GROUP INC COMMO14,890$858,5620.05%
262MORGAN STANLEYMS-PQ4,782$848,9700.05%
263WISDOMTREE INC COMWT69,313$844,9250.05%
264CARRIER GLOBAL CORPORATION COMCARR15,956$843,0890.05%
265VANGUARD CORE TAX-EXEMPT BOND ETF92290771211,048$834,8760.05%
266IDEX CORP45167R1044,686$833,8270.05%
267FREEPORT MCMORAN COPPERFCX16,337$829,7660.05%
268ISHARES S&P U.S. PREFERRED STOCK ETF46428868726,719$827,2060.05%
269EUROSEAS LTD USD SHSNEW ISIN#MHY235922009ESEA15,000$819,0000.05%
270RILEY EXPLORATION PERMIAN INC COMREPX31,000$818,4000.05%
271INTUIT INCINTU1,227$812,7890.05%
272TENNANT CO COMTNC10,975$808,8580.05%
273CHAMPION HOMES INC COMSKY9,500$802,7500.05%
274INVESCO S&P 500 TOP 50 ETFIVZ13,458$797,7870.05%
275UNILEVER PLC SPON ADR NEWUNLYF12,172$796,0340.05%
276VITESSE ENERGY INC COMMON STOCKVTS40,810$786,0010.05%
277KROGER CO COMKR12,527$782,6960.05%
278SCHWAB ETFS- US BROAD MARKET ETF80852410229,352$769,9030.05%
279WEC ENERGY GROUP INC COMWEC7,289$768,7290.05%
280AVAGO TECHNOLOGIES LTDAVGO2,176$753,1800.05%
281DTE ENERGY CO COMDTK5,809$749,2770.05%
282VERIZON COMMUNICATIONSVZ18,265$743,9370.05%
283VSE CORP COMVSECU4,300$742,9110.05%
284II-VI INCCOHR4,021$742,1560.05%
285CLOROX CO DEL COMCLX7,331$739,1680.05%
286YELP INC CL AYELP24,086$731,9740.05%
287SOUTHERN CO COMSOMN8,385$731,2040.05%
288EXELON CORP COMEXC16,683$727,2050.05%
289ACCENTURE LTD BERMUDA CL AACN2,651$711,2630.05%
290V2X INC COMVVX13,000$709,1500.05%
291SPDR SER TR S&P DIVID ETF78464A7635,063$704,5670.04%
292WILEY JOHN & SONS INC CL A96822320623,000$704,4900.04%
293CANTALOUPE INC COMCTLPP66,000$700,9200.04%
294TE CONNECTIVITY LTDTEL3,064$697,0130.04%
295NATHANS FAMOUS INC COMNATH7,370$689,6110.04%
296TJX COS INC NEW COM8725401094,403$676,3060.04%
297CARPARTS COM INC COMPRTS1,350,853$675,4260.04%
298ALLIANCE ENTERTAINMENT HOLDING COM CLASS AAENTW83,000$670,6400.04%
299VANGUARD MID CAP9229086292,275$660,1090.04%
300CARLYLE GROUP INC COMCGABL11,112$656,8180.04%
301GE VERNOVA INC COMGEV997$651,6180.04%
302VANGUARD GROWTH ETF9229087361,334$650,5700.04%
303COMMERCE BANCSHARES INC COMCBSH12,156$636,2400.04%
304ANALOG DEVICES INC COMADI2,311$626,7190.04%
305VALUE LINE INCVALU16,100$618,7230.04%
306LOWES COS INC COM5486611072,554$616,0350.04%
307BOEING CO COMBA-PA2,833$615,1010.04%
308UNITEDHEALTH GROUPUNH1,821$601,2380.04%
309ISHARES GNMA BOND ETF46429B33313,452$599,1630.04%
310EMPIRE ST RLTY LP29210210094,631$596,1750.04%
311AXCELIS TECHNOLOGIES INC COM NEWACLS7,392$593,8730.04%
312BP PLC SPONSORED ADRBPPFF17,066$592,6860.04%
313EDWARDS LIFESCIENCES CORP COMEW6,895$587,7990.04%
314ISHARES MSCI EMERGING MARKETS ETF46428723410,387$568,2570.04%
315ADOBE SYS INCADBE1,618$566,2840.04%
316NEXTPOWER INC CLASS A COMNXT6,500$566,2150.04%
317ACCURAY INC DEL COMARAY684,320$564,2900.04%
318ISHARES S&P SMALLCAP 600 ETF4642878044,688$563,3620.04%
319ENTERPRISE PRODS PARTNERS L P29379210717,405$558,0040.04%
320VANGUARD BOND INDEX FUND INC LONG TERM BD ETF9219377937,971$554,1530.04%
321CARRIAGE SVCS INC COM14390510713,000$549,9000.04%
322BLACKROCK INCBLK513$549,0840.03%
323LEGACY HOUSING CORP COMLEGH28,000$546,5600.03%
324MICRON TECHNOLOGYMU1,903$543,1350.03%
325COMMERCIAL METALS CO COMCMC7,800$539,9160.03%
326ISHARES ESG OPTIMIZED MSCI USA ETF4642888023,859$537,7320.03%
327AUTOMATIC DATA PROCESSING INC COMADP2,041$525,0060.03%
328DANAHER CORP2358511022,257$516,6720.03%
329JANUS HENDERSON GROUP PLC ORD SHSJHG10,791$513,3470.03%
330LUCKY STRIKE ENTERTAINMENT COR CL A COMLUCK60,460$512,0960.03%
331SILICON MOTION TECHNOLOGY CORP SPONSORED ADRSIMO5,400$500,5800.03%
332NBT BANCORP INC COMNBTB12,000$498,2400.03%
333AMERICAN WATER WORKS CO0304201033,774$492,5070.03%
334CONSUMER STAPLES SELECT SECTOR SPDR81369Y3086,329$491,6070.03%
335CROWN CRAFTS INC COMCRWS173,000$479,2100.03%
336CIGNA CORP1255231001,740$478,8740.03%
337AON CORPAON1,352$477,1710.03%
338GSK PLC SPONSORED ADRGLAXF9,434$462,6430.03%
339VANGUARD ULTRA-SHORT BOND ETF92203C3039,250$461,0230.03%
340ISHARES DOW JONES US REGIONAL BANKS4642887788,235$454,1600.03%
341ISHARES 1-3 YR TREASURY BOND ETF4642874575,399$447,1760.03%
342BRUNSWICK CORP COMBC-PC6,000$445,4400.03%
343ISHARES DJ US CONSUMER SERVICES4642875804,310$444,5160.03%
344CITY HLDG CO COMCHCO3,710$442,2320.03%
345HEALTH CARE SELECT SECTOR SPDR81369Y2092,829$437,8770.03%
346TRUIST FINL CORP COM89832Q1098,633$424,8360.03%
347ONEOK INC NEW COMOKE5,770$424,0950.03%
348MATERIALS SELECT SECTOR SPDR81369Y1009,198$417,1290.03%
349FASTENAL COFAST10,362$415,8270.03%
350COHEN & STEERS INFRASTRUCTURE FUND19248A10917,230$415,4120.03%
351ARRAY TECHNOLOGIES INC COM SHSARRY45,000$414,9000.03%
352VANGUARD RUSSELL 2000 ETF92206C6644,155$413,4680.03%
353IMAX CORPIMAX11,000$406,5600.03%
354DUKE ENERGY CORP NEW COM NEWDUKB3,467$406,4240.03%
355VANGUARD SHORT-TERM TREASURY ETF92206C1026,909$405,7500.03%
356POWERSHARES GLOBAL WATER PORTFOLIO EXCHANGE-TRADED FDIVZ5,718$402,6270.03%
357PRUDENTIAL FINL INCPUKPF3,536$399,1140.03%
358ISHARES TR DOW JONES U S HEALTHCARE4642877626,105$397,4360.03%
359LAZARD LTD SHS -A -LAZ8,125$394,5600.03%
360VAALCO ENERGY INC COM NEWEGY106,000$385,8400.02%
361LINCOLN NATL CORP IND COM5341871098,615$383,6260.02%
362AMERICA MOVIL SERIES L ADRAMXOF18,125$374,6440.02%
363ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4078,682$372,1970.02%
364EMERSON ELEC CO COMEMR2,796$371,0850.02%
365ISHARES SEMICONDUCTOR ETF4642875231,227$369,5000.02%
366VAIL RESORTS INCMTN2,722$361,4820.02%
367ISHARES TIPS BOND ETF4642871763,254$357,6200.02%
368VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF9219468855,274$355,6240.02%
369ROYAL DUTCH SHELL PLC-ADRRYDAF4,827$354,7220.02%
370ONESPAWORLD HOLDINGS LIMITED COMOSW17,000$352,5800.02%
371AMERICAN TOWER CORP03027X1001,992$349,7350.02%
372LEGALZOOM COM INC COMLZ35,000$347,5500.02%
373PHILLIPS 66PSX2,669$344,3810.02%
374BANK NEW YORK MELLON CORP COM0640581002,953$342,8140.02%
375CVS HEALTH CORP COMCVS4,278$339,5000.02%
376FIRST SOURCE CORPSRCE5,349$334,2590.02%
377VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF9219467943,671$330,3510.02%
378ISHARES MSCI INDIA ETF46429B5986,088$329,0600.02%
379CONSOLIDATED EDISON INC COMED3,286$326,3830.02%
380VENTAS INCVTR4,166$322,4030.02%
381REXFORD INDL RLTY INC COM76169C1008,297$321,2600.02%
382SNAP ON INC COMSNA918$316,4680.02%
383BANK OF MONTREAL0636711012,417$313,7460.02%
384EATON VANCE TAX ADV DIV INCETN12,309$309,9400.02%
385CSX CORPCSX8,546$309,8020.02%
386CHURCHILL DOWNS INCCHDN2,686$305,5990.02%
387ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057074,350$301,4980.02%
388APOLLO GLOBAL MGMT INC COM03769M1062,070$299,7020.02%
389ISHARES BITCOIN TRUST ETFIBIT6,000$297,9000.02%
390RESERVOIR MEDIA INC COMRSVRW39,000$295,2300.02%
391ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF4642887941,645$295,0640.02%
392SIMON PROPERTY GROUP INC8288061091,587$293,7700.02%
393HARTFORD FINL SVCS GROUP INCHIG-PG2,104$289,9310.02%
394MEDTRONIC PLC SHSMDT3,009$289,0450.02%
395ENPHASE ENERGY INC COMENPH9,000$288,4500.02%
396FARMER BROS CO COM307675108197,000$287,6200.02%
397ISHARES GOLD TRUST ETFIAU3,481$282,5530.02%
398ARES CAPITAL CORP COMARCC13,736$277,8700.02%
399HELIX ENERGY SOLUTIONS GRP INC COM42330P10744,000$275,8800.02%
400COVENANT LOGISTICS GROUP INC CL ACVLG12,500$275,5000.02%
401HEWLETT PACKARD ENTERPRISE CO COMHPE-PC11,385$273,4680.02%
402MCCORMICK & CO INC COM NON VTGMKC-V3,952$269,1710.02%
403ISHARES DOW JONES US UTILITIES4642876972,458$266,3450.02%
404HP INC COMHPQ11,905$265,2430.02%
405VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,177$265,1040.02%
406YUM CHINA HLDGS INC COMYUMC5,543$264,6330.02%
407INFUSYSTEM HLDGS INC COMINFU29,000$260,1300.02%
408STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y8866,087$259,8390.02%
409ENERGY SELECT SECTOR SPDR81369Y5065,795$259,0830.02%
410AES CORPAES18,000$258,1200.02%
411VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N8653,735$257,1480.02%
412ISHARES CORE S&P US VALUE ETF4642876632,488$255,0800.02%
413TARGA RES CORP COMTRGP1,380$254,5560.02%
414NIKE INC CLASS BNKE3,973$253,1100.02%
415SPDR DOW JONES INDUSTRIAL ETF78467X109525$252,2990.02%
416J M SMUCKER CO NEW8326964052,569$251,2900.02%
417VANGUARD SHORT-TERM TAX EXEMPT BOND ETF9219358702,460$249,8740.02%
418QUANTA SERVICES INC74762E102589$248,5930.02%
419PROGRESSIVE CORP COM7433151031,085$246,9640.02%
420BOSTON SCIENTIFIC CORPBSX2,590$246,9560.02%
421GRAYSCALE BITCOIN TRUST ETFGBTC3,594$245,6860.02%
422VANGUARD ESG U.S. STOCK ETF9219107331,954$236,3560.02%
423VANGUARD SMALL-CAP GROWTH ETF922908595774$233,9610.01%
424METLIFE INC COMMET-PF2,931$231,3570.01%
425ISHARES CORE DIVIDEND GROWTH ETF46434V6213,291$228,4610.01%
426SCHWAB ETFS- US SMALL-CAP ETF8085246077,989$227,5400.01%
427DECKERS OUTDOORDECK2,185$226,5190.01%
428DOMINION RESOURCES INCD3,845$225,2790.01%
429ENBRIDGE INC COMENNPF4,681$223,9000.01%
430MARVELL TECHNOLOGY INC COMMRVL2,631$223,6160.01%
431AMERICAN AIRLS GROUP INC COM02376R10214,264$218,6670.01%
432TRANE TECHNOLOGIES PLC SHSTT561$218,3410.01%
433CAPITAL ONE FINANCIAL CORP14040H105898$217,6200.01%
434ISHARES NASDAQ BIOTECHNOLOGY4642875561,263$213,1570.01%
435TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100696$211,4520.01%
436EMCOR GROUP INC COMEME342$209,2320.01%
437CARDINAL HEALTH INCCAH1,009$207,4420.01%
438GENCOR INDS INC COM36867810816,000$207,3600.01%
439RUSH STREET INTERACTIVE INC COMRSI10,600$205,9580.01%
440VANGUARD UTILITIES92204A8761,107$204,7480.01%
441GENERAC HLDGS INC COMGNRC1,500$204,5550.01%
442ISHARES ETHEREUM TRUST ETF46438R1059,110$204,3370.01%
443ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,394$204,3330.01%
444ISHARES SELECT U.S. REIT ETF4642875643,400$202,8780.01%
445FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808890$199,9560.01%
446ECOLAB INC COMECL756$198,4650.01%
447AEROVIRONMENT INC COMAVAV818$197,8660.01%
448NOVARTIS AG ADRNVSEF1,426$196,6110.01%
449AMPLIFY BLOCKCHAIN TECHNOLOGY ETF0321086073,455$196,5350.01%
450PAYSIGN INC COMPAYS38,000$195,7000.01%
451JB HUNT TRANSPORT SERVICES4456581071,000$194,3400.01%
452PUBLIC SVC ENTERPRISE GRP INC COM7445731062,411$193,6030.01%
453GLOBAL X CYBERSECURITY ETF37954Y3846,320$192,5070.01%
454XYLEM INCXYL1,401$190,7620.01%
455VANGUARD RUSSELL 1000 VALUE ETF92206C7142,054$189,5960.01%
456VANGUARD ENERGY92204A3061,484$186,8850.01%
457ELEVANCE HEALTH INC FORMERLY A COMELV532$186,4930.01%
458PARAMOUNT SKYDANCE CORP COM CL BPSKY13,806$185,0070.01%
459BAXTER INTL INC COM0718131099,490$181,3440.01%
460HEALTH CARE REIT INCWELL961$178,3010.01%
461STATE STREET SPDR S&P SEMICONDUCTOR ETF78464A862550$176,9360.01%
462RESOURCES CONNECTION INC COMRGP35,000$176,4000.01%
463THE CAMPBELLS COMPANY COMCPB6,327$176,3370.01%
464ITT INDUSTRIES INCITT1,003$174,0640.01%
465MOBILE INFRASTRUCTURE CORP COM SHSBEEP68,000$173,4000.01%
466ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886203,289$170,2570.01%
467FEDEX CORPFDX582$168,1170.01%
468SPDR SER TR DJ GLOBAL TITANS ETF78464A7061,000$166,7000.01%
469ESPERION THERAPEUTICS INC NEW COMESPR45,000$166,5000.01%
470PAN AMERICAN SILVER CORP6979001083,200$165,7920.01%
471MATTEL INC COMMAT8,326$165,1880.01%
472SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF78464A1515,095$163,6000.01%
473BOOKING HOLDINGS INC COMBKNG30$161,3450.01%
474DAVITA INC COMDVA1,390$157,9180.01%
475VERTIV HOLDINGS CO COM CL AVRT973$157,6360.01%
476HUMANA INC COMHUM612$156,7520.01%
477LOCKHEED MARTIN CORPLMT324$156,6750.01%
478TCW STRATEGIC INCOME FD INC COM87234010431,212$154,1850.01%
479CENTRAL GARDEN & PET CO CL A NON-VTGCENTA5,268$153,7730.01%
480AMERIPRISE FINL INC COM03076C106313$153,4760.01%
481VANGUARD CONSUMER STAPLES ETF92204A207725$153,1490.01%
482LINDE PLC SHSLIN359$153,0740.01%
483MCKESSON CORPMCK186$152,5740.01%
484INTUITIVE SURGICAL, INC.ISRG269$152,3510.01%
485SCHWAB 5-10 YEAR CORPORATE BOND ETF8085246986,577$151,0790.01%
486ISHARES SILVER TRUST ETFSLV2,340$150,7430.01%
487STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF78468R6221,550$150,6760.01%
488ISHARES TR S&P 1500 INDEX FD464287150998$148,4220.01%
489SLB LIMITED COM STKSLB3,853$147,8780.01%
490SNAP INC CL ASNAP18,315$147,8020.01%
491EQUITY RESIDENTIALEQR2,335$147,2080.01%
492SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF8085246724,916$146,5910.01%
493ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6722,905$145,2790.01%
494ALEXANDER & BALDWIN INC NEW COM0144911047,000$144,4800.01%
495ISHARES U.S. AEROSPACE & DEFENSE ETF464288760662$142,0430.01%
496CROWDSTRIKE HLDGS INC CL ACRWD303$142,0340.01%
497CURRENCY SHARES EURO TR EUROFXE1,270$137,7380.01%
498MERCADOLIBRE INCMELI68$136,9700.01%
499EMPIRE ST RLTY OP L P UNIT LTD PARTNERSHIP INT SER 6029210220921,474$136,1450.01%
500STATE STREET SPDR S&P REGIONAL BANKING ETF78464A6982,100$136,1010.01%