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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

Advisor OS, LLC

Quarter ended Q2 2023 · Filed April 25, 2023 · Accession 0001085146-23-001861

Total Value
$416.6M
Positions
1,231
Other Managers
8
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NORTHROP GRUMMAN CORPNOC46,578$21.5M5.42%
2PIMCO ETF TR72201R833211,179$21.0M5.28%
3VANECK ETF TRUST92189F486488,030$12.2M3.07%
4INVESCO EXCHANGE TRADED FD TIVZ72,124$10.4M2.63%
5ISHARES TR46434V878192,058$9.7M2.43%
6FIRST TR VALUE LINE DIVID IN33734H106190,051$7.6M1.92%
7INVESCO EXCHANGE TRADED FD TIVZ52,126$7.5M1.90%
8INVESCO EXCHANGE TRADED FD TIVZ50,991$7.4M1.86%
9VANGUARD SCOTTSDALE FDS92206C71492,597$6.2M1.56%
10FIRST TR EXCH TRADED FD III33739E108386,389$6.2M1.55%
11VANGUARD SPECIALIZED FUNDS92190884438,711$6.0M1.50%
12SPDR S&P 500 ETF TRSPY13,692$5.6M1.41%
13ISHARES TR46428744055,582$5.5M1.39%
14INVESCO EXCHANGE TRADED FD TIVZ27,715$4.0M1.01%
15ISHARES TR46434V40795,505$4.0M1.00%
16SPDR SER TR78464A40969,216$3.8M0.97%
17VANGUARD INTL EQUITY INDEX F92204277566,862$3.6M0.90%
18SPDR SER TR78468R85393,995$3.6M0.90%
19APPLE INCAAPL20,609$3.4M0.86%
20SELECT SECTOR SPDR TR81369Y70431,899$3.2M0.81%
21SELECT SECTOR SPDR TR81369Y50638,619$3.2M0.81%
22SPDR SER TR78468R78883,587$3.2M0.80%
23SELECT SECTOR SPDR TR81369Y10039,371$3.2M0.80%
24INVESCO EXCHANGE TRADED FD TIVZ34,718$3.1M0.79%
25VANGUARD SCOTTSDALE FDS92206C40938,674$2.9M0.74%
26SELECT SECTOR SPDR TR81369Y60590,447$2.9M0.73%
27SPDR INDEX SHS FDS78463X88983,269$2.7M0.67%
28KELLOGG COBEKE39,134$2.6M0.66%
29VANGUARD SCOTTSDALE FDS92206C40933,270$2.5M0.64%
30J P MORGAN EXCHANGE TRADED F46641Q33245,417$2.5M0.63%
31ISHARES TR46432F85951,858$2.4M0.62%
32ISHARES TR46432F85951,709$2.4M0.61%
33VANGUARD INDEX FDS92290875112,742$2.4M0.61%
34KIMBERLY-CLARK CORPKMB17,782$2.4M0.60%
35MICROSOFT CORPMSFT7,703$2.2M0.56%
36APPLE INCAAPL13,305$2.2M0.55%
37VANGUARD TAX-MANAGED FDS92194385847,972$2.2M0.55%
38SPDR SER TR78464A20128,605$2.1M0.53%
39WISDOMTREE TRWT42,146$2.1M0.53%
40VANGUARD INDEX FDS9229083635,556$2.1M0.53%
41MICROSOFT CORPMSFT6,608$1.9M0.48%
42VANGUARD INDEX FDS9229083635,035$1.9M0.48%
43VANGUARD SPECIALIZED FUNDS92190884412,018$1.9M0.47%
44VANGUARD WHITEHALL FDS92194640617,064$1.8M0.45%
45ISHARES TR46428746524,118$1.7M0.43%
46PIMCO ETF TR72201R83317,074$1.7M0.43%
47NVR INCNVR293$1.6M0.41%
48VANGUARD SPECIALIZED FUNDS92190884410,389$1.6M0.40%
49VANGUARD WORLD FD9219108167,695$1.6M0.40%
50VANGUARD TAX-MANAGED FDS92194385833,976$1.5M0.39%
51ISHARES TR4642876558,597$1.5M0.39%
52ISHARES TR46428780415,800$1.5M0.39%
53SPDR SER TR78464A88821,933$1.5M0.37%
54PRESTIGE CONSMR HEALTHCARE I74112D10122,791$1.4M0.36%
55INVESCO EXCHANGE TRADED FD TIVZ9,832$1.4M0.36%
56SPDR SER TR78464A85428,649$1.4M0.35%
57INVESCO EXCHANGE TRADED FD TIVZ31,407$1.3M0.32%
58MCDONALDS CORPMCD4,413$1.2M0.31%
59PEPSICO INCPEP6,671$1.2M0.31%
60OMNICOM GROUP INCOMC12,872$1.2M0.31%
61SPDR SER TR78468R85331,552$1.2M0.30%
62J P MORGAN EXCHANGE TRADED F46641Q65423,325$1.2M0.30%
63ISHARES TR46432F85924,767$1.2M0.29%
64ISHARES TR46428864622,683$1.1M0.29%
65ABBVIE INCABBV7,116$1.1M0.29%
66VANGUARD INDEX FDS9229087515,977$1.1M0.29%
67SPDR SER TR78468R73923,771$1.1M0.29%
68ISHARES TR46434V40726,785$1.1M0.28%
69ISHARES TR46428841410,311$1.1M0.28%
70VANGUARD ADMIRAL FDS INC92193282812,300$1.1M0.28%
71AMERICAN ELEC PWR CO INC02553710111,991$1.1M0.28%
72LOCKHEED MARTIN CORPLMT2,303$1.1M0.27%
73MAGELLAN MIDSTREAM PRTNRS LP55908010619,769$1.1M0.27%
74T ROWE PRICE ETF INC87283Q10744,518$1.1M0.27%
75SPDR SER TR78464A85422,018$1.1M0.27%
76HOME DEPOT INCHD3,575$1.1M0.27%
77VANGUARD INDEX FDS9229087695,055$1.0M0.26%
78MERCK & CO INCMRK9,626$1.0M0.26%
79INVESCO EXCH TRADED FD TR IIIVZ22,730$1.0M0.25%
80VANECK ETF TRUST92189F48639,484$985,9030.25%
81DARDEN RESTAURANTS INCDRI6,210$963,5790.24%
82JPMORGAN CHASE & COVYLD7,283$949,1010.24%
83PAYCHEX INCPAYX8,262$946,6930.24%
84TRAVELERS COMPANIES INCTRV5,378$921,8400.23%
85GILEAD SCIENCES INCGILD11,102$921,1390.23%
86SPDR SER TR78468R73919,279$916,7160.23%
87CISCO SYS INCCSCO17,367$907,8550.23%
88SPDR SER TR78464A50822,048$897,7950.23%
89PROCTER AND GAMBLE CO7427181096,021$895,3360.23%
90ABBVIE INCABBV5,458$869,7910.22%
91VISA INCV3,841$865,9920.22%
92WISDOMTREE TRWT17,188$864,0560.22%
93MERCK & CO INCMRK8,114$863,2190.22%
94GENERAL MLS INC3703341049,967$851,7810.21%
95JOHNSON & JOHNSONJNJ5,478$849,1010.21%
96PROCTER AND GAMBLE CO7427181095,672$843,3600.21%
97PHILLIPS 66PSX8,254$836,7470.21%
98VANGUARD INTL EQUITY INDEX F92204277515,567$832,3670.21%
99MCDONALDS CORPMCD2,968$829,7530.21%
100FIRST TR EXCHANGE-TRADED FD33738D30918,079$817,8790.21%
101MICROSOFT CORPMSFT2,826$814,7360.21%
102SPDR SER TR78464A50819,868$809,0250.20%
103SPDR SER TR78464A85416,793$808,5830.20%
104MICROSOFT CORPMSFT2,782$802,1300.20%
105INVESCO EXCHANGE TRADED FD TIVZ5,521$798,4470.20%
106SOUTHERN COSOMN11,475$798,4000.20%
107AMAZON COM INCAMZN7,570$781,9050.20%
108JOHNSON & JOHNSONJNJ4,926$763,5370.19%
109PFIZER INCPFE18,658$761,2280.19%
110CUMMINS INCCMI3,118$744,7280.19%
111NVIDIA CORPORATIONNVDA2,674$742,7570.19%
112ALPHABET INCGOOG7,100$738,4000.19%
113VANGUARD INDEX FDS9229086525,224$732,4050.18%
114NVIDIA CORPORATIONNVDA2,620$727,7570.18%
115SPDR INDEX SHS FDS78463X87123,384$724,1960.18%
116ENTERPRISE PRODS PARTNERS L29379210727,624$715,4620.18%
117THERMO FISHER SCIENTIFIC INCTMO1,231$709,5110.18%
118DUKE ENERGY CORP NEWDUKB7,299$704,1570.18%
119PRUDENTIAL FINL INCPUKPF8,470$700,8400.18%
120SPDR INDEX SHS FDS78463X50920,526$700,5530.18%
121VANGUARD SCOTTSDALE FDS92206C4099,162$698,4190.18%
122ISHARES TR46432F85914,619$689,3590.17%
123ABBVIE INCABBV4,294$684,3630.17%
124VISA INCV2,962$667,8130.17%
125OMNICOM GROUP INCOMC7,060$666,0550.17%
126SPDR SER TR78464A64925,225$650,5640.16%
127MCDONALDS CORPMCD2,314$646,8960.16%
128GLOBAL X FDS37954Y48336,821$631,4880.16%
129AMAZON COM INCAMZN6,107$630,7920.16%
130SPDR SER TR78468R72113,385$626,6860.16%
131AMAZON COM INCAMZN6,038$623,6650.16%
132MSCI INCMSCI1,107$619,5770.16%
133SPDR SER TR78468R72113,233$619,5520.16%
134LOCKHEED MARTIN CORPLMT1,309$618,6230.16%
135VANGUARD INDEX FDS9229083631,630$613,0470.15%
136ISHARES TR46432F85912,996$612,8370.15%
137UNITEDHEALTH GROUP INCUNH1,294$611,5310.15%
138NVIDIA CORPORATIONNVDA2,154$598,3570.15%
139NVIDIA CORPORATIONNVDA2,144$595,5390.15%
140BANK AMERICA CORP06050510420,592$588,9220.15%
141INTUITINTU1,320$588,4960.15%
142CISCO SYS INCCSCO11,247$587,9600.15%
143DANAHER CORPORATION2358511022,304$580,7000.15%
144ANSYS INC03662Q1051,736$577,7410.15%
145BENTLEY SYS INCBSY13,342$573,5800.14%
146VISA INCV2,528$569,9630.14%
147FIRST TR EXCHANGE TRADED FD33734X85313,970$569,7100.14%
148JPMORGAN CHASE & COVYLD4,310$561,6620.14%
149JOHN HANCOCK EXCHANGE TRADED47804J20611,725$561,3930.14%
150EXXON MOBIL CORPXOM5,116$561,0210.14%
151ISHARES TR4642872265,629$560,8740.14%
152PEPSICO INCPEP3,061$558,0280.14%
153SCHWAB STRATEGIC TR80852460713,140$550,9600.14%
154ALPHABET INCGOOG5,243$543,8560.14%
155COOPER COS INC2166484021,449$540,9990.14%
156NORDSON CORPNDSN2,418$537,4480.14%
157KINDER MORGAN INC DELEP-PC30,656$536,7870.14%
158DIAGEO PLCDGEAF2,934$531,5730.13%
159UNITEDHEALTH GROUP INCUNH1,121$529,7730.13%
160AMERICAN TOWER CORP NEW03027X1002,553$521,6800.13%
161COCA COLA COKO8,410$521,6690.13%
162ENERGY TRANSFER L PET-PI41,334$515,4350.13%
163AMAZON COM INCAMZN4,960$512,3180.13%
164VERISK ANALYTICS INCVRSK2,667$511,6910.13%
165POOL CORPPOOL1,493$511,2850.13%
166TRAVELERS COMPANIES INCTRV2,962$507,7300.13%
167HOME DEPOT INCHD1,715$506,0320.13%
168DANAHER CORPORATION2358511021,989$501,3080.13%
169VANGUARD INDEX FDS9229086523,572$500,7940.13%
170DARDEN RESTAURANTS INCDRI3,212$498,2990.13%
171GILEAD SCIENCES INCGILD5,904$489,8220.12%
172INTUITINTU1,095$488,1840.12%
173ZEBRA TECHNOLOGIES CORPORATIZBRA1,533$487,4940.12%
174TERADYNE INCTER4,506$484,4500.12%
175MERCK & CO INCMRK4,545$483,4960.12%
176MONOLITHIC PWR SYS INC609839105962$481,5190.12%
177CADENCE DESIGN SYSTEM INCCDNS2,281$479,2150.12%
178JOHNSON & JOHNSONJNJ3,087$478,4300.12%
179IDEXX LABS INC45168D104951$475,5760.12%
180INTERACTIVE BROKERS GROUP IN45841N1075,754$475,0640.12%
181PAYCHEX INCPAYX4,053$464,3990.12%
182NOVO-NORDISK A SNONOF2,903$461,9830.12%
183THERMO FISHER SCIENTIFIC INCTMO800$461,0960.12%
184MICROSOFT CORPMSFT1,598$460,5780.12%
185APPLE INCAAPL2,785$459,2470.12%
186ASPEN TECHNOLOGY INC29109X1062,005$458,8840.12%
187HENRY JACK & ASSOC INC4262811013,034$457,2970.12%
188PHILLIPS 66PSX4,505$456,6790.12%
189SITEONE LANDSCAPE SUPPLY INCSITE3,322$454,6820.11%
190GENERAL MLS INC3703341045,306$453,4810.11%
191VANGUARD INDEX FDS9229086372,425$453,0140.11%
192VANGUARD INTL EQUITY INDEX F9220427758,456$452,1420.11%
193PROCTER AND GAMBLE CO7427181093,029$450,4460.11%
194SPDR SER TR78464A8058,857$446,6350.11%
195CUMMINS INCCMI1,828$436,7870.11%
196LPL FINL HLDGS INC50212V1002,155$436,1870.11%
197AMERICAN TOWER CORP NEW03027X1002,126$434,4270.11%
198PFIZER INCPFE10,635$433,8910.11%
199SCHWAB STRATEGIC TR8085243006,656$433,7720.11%
200ABBOTT LABSABLZF4,280$433,3470.11%
201SELECT SECTOR SPDR TR81369Y2093,327$430,7130.11%
202WILLIAMS COS INC96945710014,359$428,7600.11%
203ATLASSIAN CORPORATIONTEAM2,499$427,7540.11%
204SERVICENOW INCNOW918$426,6130.11%
205SOUTHERN COSOMN6,126$426,2770.11%
206ALPHABET INCGOOG4,088$424,0480.11%
207WALMART INCWMT2,871$423,3290.11%
208EXPONENT INCEXPO4,238$422,5030.11%
209VERIZON COMMUNICATIONS INCVZ10,848$421,8730.11%
210CHARLES RIV LABS INTL INC1598641072,082$420,1890.11%
211INVESCO EXCHANGE TRADED FD TIVZ2,900$419,4290.11%
212EQUIFAX INCEFX2,067$419,2840.11%
213VANECK ETF TRUST92189F7004,816$418,2750.11%
214BERKLEY W R CORPWRB-PH6,717$418,1820.11%
215VERISK ANALYTICS INCVRSK2,167$415,7610.10%
216AMERICAN ELEC PWR CO INC0255371014,567$415,5080.10%
217VANGUARD INTL EQUITY INDEX F9220427757,756$414,7020.10%
218DOLBY LABORATORIES INCDLB4,751$405,8390.10%
219ASML HOLDING N VASMLF595$405,0220.10%
220META PLATFORMS INCMETA1,910$404,8050.10%
221CADENCE DESIGN SYSTEM INCCDNS1,889$396,8600.10%
222IDEXX LABS INC45168D104792$396,0630.10%
223MONOLITHIC PWR SYS INC609839105790$395,4270.10%
224NIKE INCNKE3,164$388,0330.10%
225TELEDYNE TECHNOLOGIES INCTDY867$387,8610.10%
226WEST PHARMACEUTICAL SVSC INC9553061051,111$384,9280.10%
227MSCI INCMSCI684$382,8280.10%
228ISHARES TR464287200927$381,2050.10%
229WATSCO INCWSO-B1,192$379,2920.10%
230BANK AMERICA CORP06050510413,108$374,8850.09%
231ALPHABET INCGOOG3,606$374,0500.09%
232DUKE ENERGY CORP NEWDUKB3,868$373,1620.09%
233PIMCO ETF TR72201R7834,085$373,0010.09%
234PRUDENTIAL FINL INCPUKPF4,497$372,1210.09%
235HOME DEPOT INCHD1,246$367,7200.09%
236ALPHABET INCGOOG3,453$358,1800.09%
237NIKE INCNKE2,917$357,7410.09%
238ANALOG DEVICES INCADI1,812$357,3630.09%
239AUTODESK INCADSK1,683$350,3330.09%
240FAIR ISAAC CORPFICO497$349,2370.09%
241SERVICENOW INCNOW741$344,3580.09%
242BIO RAD LABS INC090572207718$343,9360.09%
243ALLEGION PLCALLE3,215$343,1600.09%
244NIKE INCNKE2,795$342,7790.09%
245CHEMED CORP NEWCHE636$342,0140.09%
246PFIZER INCPFE8,342$340,3540.09%
247LENNOX INTL INC5261071071,349$339,0000.09%
248GREIF INCGEF-B5,240$332,0630.08%
249CANADIAN PAC RY LTD13645T1004,312$331,7650.08%
250ISHARES TR4642874994,664$326,1070.08%
251WESTERN ASSET EMERGING MKTS95766A10137,899$325,5520.08%
252VANGUARD INDEX FDS922908363863$324,7240.08%
253MARVELL TECHNOLOGY INCMRVL7,400$320,4200.08%
254ISHARES TR4642876141,305$318,8510.08%
255WEST PHARMACEUTICAL SVSC INC955306105918$318,0590.08%
256EDWARDS LIFESCIENCES CORPEW3,841$317,7660.08%
257ISHARES TR4642876141,297$316,8960.08%
258UNITED BANKSHARES INC WEST VUNTCW8,838$311,0980.08%
259UNITEDHEALTH GROUP INCUNH658$310,9640.08%
260BROOKFIELD RENEWABLE CORPBEPC8,894$310,8450.08%
261FORTIVE CORPFTV4,555$310,5140.08%
262CISCO SYS INCCSCO5,920$309,4680.08%
263ADOBE SYSTEMS INCORPORATEDADBE795$306,3690.08%
264WALGREENS BOOTS ALLIANCE INC9314271088,791$304,0000.08%
265SCOTTS MIRACLE-GRO COSMG4,338$302,5050.08%
266VANGUARD INDEX FDS9229087511,593$301,9960.08%
267BERKSHIRE HATHAWAY INC DELBRK-A975$301,0510.08%
268ISHARES TR46435U18413,000$300,6900.08%
269EXXON MOBIL CORPXOM2,717$297,9460.08%
270CHIPOTLE MEXICAN GRILL INCCMG173$295,5340.07%
271AUTODESK INCADSK1,409$293,2970.07%
272ISHARES TR46432F8424,370$292,1150.07%
273FERRARI N VRACE1,076$291,5310.07%
274ANALOG DEVICES INCADI1,456$287,1520.07%
275DYNATRACE INCDT6,705$283,6220.07%
276BIO RAD LABS INC090572207586$280,7060.07%
277VANGUARD INDEX FDS9229087361,114$277,8760.07%
278FIRST TR EXCHANGE-TRADED FD33738D3096,100$275,9560.07%
279VANGUARD WORLD FDS92204A8011,545$274,6430.07%
280ECOLAB INCECL1,657$274,2830.07%
281BLACKSTONE INCBX3,081$270,6350.07%
282ROLLINS INCROL7,203$270,3460.07%
283VERIZON COMMUNICATIONS INCVZ6,888$267,8890.07%
284NEXTERA ENERGY INCNEE-PW3,471$267,5450.07%
285EVERGY INCEVRG4,372$267,2170.07%
286MPLX LPMPLXP7,748$266,9190.07%
287MARVELL TECHNOLOGY INCMRVL6,128$265,3420.07%
288THOR INDS INC8851601013,326$264,8860.07%
289EDWARDS LIFESCIENCES CORPEW3,197$264,4880.07%
290THERMO FISHER SCIENTIFIC INCTMO458$263,8820.07%
291BRIGHT HORIZONS FAM SOL IN D1091941003,409$262,4590.07%
292OGE ENERGY CORPOGE6,962$262,1890.07%
293NETFLIX INCNFLX758$261,8740.07%
294VISA INCV1,158$261,0550.07%
295FORTIVE CORPFTV3,824$260,6820.07%
296SPDR S&P 500 ETF TRSPY634$259,5530.07%
297AON PLCAON823$259,4840.07%
298CHIPOTLE MEXICAN GRILL INCCMG151$257,9520.07%
299SPDR SER TR78464A2013,491$257,4610.06%
300ISHARES TR46432F8344,152$257,2020.06%
301BRISTOL-MYERS SQUIBB COCELG-RI3,684$255,3380.06%
302VANGUARD TAX-MANAGED FDS9219438585,626$254,1260.06%
303COHEN & STEERS INFRASTRUCTUR19248A10910,386$253,4180.06%
304STARBUCKS CORPSBUX2,425$252,5150.06%
305VANGUARD INDEX FDS922908363659$247,8300.06%
306VANGUARD INDEX FDS922908736986$245,8370.06%
307ISHARES TR46434V8784,873$244,8680.06%
308APPLE INCAAPL1,462$241,0840.06%
309COOPER COS INC216648402640$238,9660.06%
310RAYTHEON TECHNOLOGIES CORPRTX2,438$238,7860.06%
311BENTLEY SYS INCBSY5,509$236,8360.06%
312GENERAL ELECTRIC CO3696043012,468$235,9410.06%
313ISHARES TR4642872262,350$234,1540.06%
314DYNATRACE INCDT5,524$233,6650.06%
315DANAHER CORPORATION235851102922$232,3810.06%
316JOHNSON & JOHNSONJNJ1,486$230,3300.06%
317SAIA INCSAIA837$227,7310.06%
318BLOCK INCBSQKZ3,258$223,6620.06%
319BLACKSTONE INCBX2,537$222,8500.06%
320DANAHER CORPORATION235851102882$222,3570.06%
321POOL CORPPOOL642$219,8710.06%
322LILLY ELI & COLLY637$218,7590.06%
323ADOBE SYSTEMS INCORPORATEDADBE564$217,3490.05%
324PEPSICO INCPEP1,192$217,3020.05%
325ECOLAB INCECL1,302$215,5200.05%
326GLOBAL X FDS37954Y8894,283$215,0070.05%
327ISHARES TR4642875981,409$214,5340.05%
328FIRST TR EXCHANGE-TRADED FD33738D3094,722$213,6300.05%
329ASTRAZENECA PLCAZN3,025$209,9650.05%
330FIRST TR EXCHANGE TRADED FD33734X8464,882$208,7060.05%
331ANSYS INC03662Q105627$208,6660.05%
332SPDR SER TR78464A8393,142$207,6230.05%
333ALCON AGALC2,943$207,5990.05%
334BANK AMERICA CORP0605051047,256$207,5220.05%
335CHIPOTLE MEXICAN GRILL INCCMG121$206,7030.05%
336AMERICAN EXPRESS COAXP1,250$206,1880.05%
337ICON PLCICLR952$203,3380.05%
338UNITEDHEALTH GROUP INCUNH430$203,0270.05%
339NORDSON CORPNDSN912$202,6410.05%
340ZEBRA TECHNOLOGIES CORPORATIZBRA635$201,9300.05%
341INTUITINTU452$201,7040.05%
342SPDR SER TR78468R8535,332$201,3820.05%
343JPMORGAN CHASE & COVYLD1,535$200,0260.05%
344VANGUARD INDEX FDS922908363531$199,5850.05%
345VANECK ETF TRUST92189F7002,297$199,5170.05%
346TERADYNE INCTER1,851$199,0220.05%
347CME GROUP INCCME1,034$198,0320.05%
348GARTNER INCIT602$196,1140.05%
349PFIZER INCPFE4,773$194,7380.05%
350CONOCOPHILLIPSCOP1,952$193,6580.05%
351VANGUARD SCOTTSDALE FDS92206C4092,514$191,6630.05%
352VANGUARD INTL EQUITY INDEX F9220427753,573$191,0240.05%
353BLOCK INCBSQKZ2,767$189,9550.05%
354BERKSHIRE HATHAWAY INC DELBRK-A614$189,5850.05%
355ATLASSIAN CORPORATIONTEAM1,102$188,6290.05%
356ASPEN TECHNOLOGY INC29109X106824$188,5890.05%
357INTERACTIVE BROKERS GROUP IN45841N1072,272$187,5710.05%
358INVENTRUST PPTYS CORP46124J2018,000$187,2000.05%
359SITEONE LANDSCAPE SUPPLY INCSITE1,351$184,9110.05%
360MCDONALDS CORPMCD658$183,9830.05%
361VANGUARD INDEX FDS922908751960$181,9780.05%
362STERIS PLCSTE946$180,9510.05%
363ICICI BANK LIMITEDIBN8,315$179,4380.05%
364AMERICAN TOWER CORP NEW03027X100873$178,4420.04%
365COMCAST CORP NEWCCZ4,650$176,2820.04%
366VERISK ANALYTICS INCVRSK917$176,0230.04%
367ALTRIA GROUP INCMO3,944$175,9810.04%
368BOEING COBA-PA825$175,2550.04%
369HOME DEPOT INCHD592$174,7110.04%
370EXXON MOBIL CORPXOM1,591$174,4180.04%
371CHARLES RIV LABS INTL INC159864107860$173,5650.04%
372LPL FINL HLDGS INC50212V100857$173,4100.04%
373ALPHABET INCGOOG1,651$171,7040.04%
374EXPONENT INCEXPO1,715$170,9540.04%
375EQUIFAX INCEFX842$170,8530.04%
376DOLBY LABORATORIES INCDLB1,999$170,7250.04%
377BERKLEY W R CORPWRB-PH2,740$170,6020.04%
378NORFOLK SOUTHN CORP655844108802$170,0240.04%
379AON PLCAON536$168,9950.04%
380METTLER TOLEDO INTERNATIONALMTD110$168,3230.04%
381CADENCE DESIGN SYSTEM INCCDNS793$166,6010.04%
382ISHARES TR4642878041,715$165,8410.04%
383MONOLITHIC PWR SYS INC609839105330$165,1330.04%
384IDEXX LABS INC45168D104328$164,0260.04%
385HENRY JACK & ASSOC INC4262811011,080$162,7760.04%
386ACCENTURE PLC IRELANDACN569$162,6260.04%
387TELEDYNE TECHNOLOGIES INCTDY360$161,0500.04%
388MARVELL TECHNOLOGY INCMRVL3,712$160,7300.04%
389APPLE INCAAPL972$160,2830.04%
390NUVEEN PFD & INCOME SECS FDNU24,599$158,9100.04%
391GARTNER INCIT487$158,6500.04%
392PFIZER INCPFE3,884$158,4670.04%
393THOMSON REUTERS CORP.TMSOF1,185$154,1920.04%
394WATSCO INCWSO-B484$154,0730.04%
395PFIZER INCPFE3,775$154,0200.04%
396MICROSOFT CORPMSFT517$149,0510.04%
397FAIR ISAAC CORPFICO210$147,5650.04%
398SPDR SER TR78464A4092,663$147,4240.04%
399ARCH CAP GROUP LTDG0450A1052,157$146,3960.04%
400VANGUARD INDEX FDS922908363383$144,0350.04%
401WELLS FARGO CO NEW9497461013,852$143,9880.04%
402SERVICENOW INCNOW308$143,1340.04%
403MSCI INCMSCI253$141,7640.04%
404CHEMED CORP NEWCHE263$141,6370.04%
405LINDE PLCLIN394$140,0430.04%
406ANTERO MIDSTREAM CORPAM13,256$139,0550.04%
407LENNOX INTL INC526107107551$138,5200.03%
408INTERNATIONAL BUSINESS MACHSINTR1,050$137,6450.03%
409ALLEGION PLCALLE1,288$137,4550.03%
410LILLY ELI & COLLY400$137,4430.03%
411FERGUSON PLC NEWG3421J1061,022$136,6930.03%
412CVS HEALTH CORPCVS1,833$136,1870.03%
413RESMED INCRSMDF619$135,5550.03%
414NIKE INCNKE1,098$134,6330.03%
415BLACKSTONE INCBX1,527$134,1320.03%
416DISNEY WALT CO2546871061,337$133,8990.03%
417CLOUGH GLOBAL EQUITY FD18914C10022,034$133,5260.03%
418NOVO-NORDISK A SNONOF824$131,1310.03%
419VANGUARD TAX-MANAGED FDS9219438582,903$131,1290.03%
420MONOLITHIC PWR SYS INC609839105261$130,6410.03%
421CADENCE DESIGN SYSTEM INCCDNS621$130,4660.03%
422VANGUARD INTL EQUITY INDEX F9220427752,435$130,2140.03%
423VIRTUS DIVIDEND INTEREST & PNFJ11,062$130,0890.03%
424WEST PHARMACEUTICAL SVSC INC955306105373$129,2610.03%
425ISHARES TR4642871501,413$127,9460.03%
426BENTLEY SYS INCBSY2,932$126,0470.03%
427JOHNSON & JOHNSONJNJ812$125,8760.03%
428UNITEDHEALTH GROUP INCUNH265$125,2360.03%
429SCOTTS MIRACLE-GRO COSMG1,793$125,0720.03%
430IDEXX LABS INC45168D104250$125,0200.03%
431CATERPILLAR INCCAT546$124,9470.03%
432EDWARDS LIFESCIENCES CORPEW1,507$124,6330.03%
433ISHARES TR46434V4072,982$124,2950.03%
434WASTE CONNECTIONS INCWCN887$123,3550.03%
435PEPSICO INCPEP676$123,1490.03%
436ANALOG DEVICES INCADI617$121,7200.03%
437COOPER COS INC216648402325$121,3420.03%
438BENTLEY SYS INCBSY2,822$121,3180.03%
439BIO RAD LABS INC090572207253$121,1920.03%
440EXXON MOBIL CORPXOM1,104$121,0650.03%
441ARCH CAP GROUP LTDG0450A1051,781$120,8760.03%
442ISHARES TR4642872261,201$119,6680.03%
443CHEVRON CORP NEWCVX733$119,5960.03%
444MICROSOFT CORPMSFT410$118,2030.03%
445AUTODESK INCADSK566$117,8190.03%
446POOL CORPPOOL342$117,1140.03%
447THERMO FISHER SCIENTIFIC INCTMO202$116,4270.03%
448COOPER COS INC216648402308$114,9950.03%
449MSCI INCMSCI205$114,7360.03%
450DIAGEO PLCDGEAF633$114,6870.03%
451ACCENTURE PLC IRELANDACN394$112,6090.03%
452TAIWAN SEMICONDUCTOR MFG LTD8740391001,210$112,5540.03%
453BROADCOM INCAVGO174$111,6280.03%
454ZEBRA TECHNOLOGIES CORPORATIZBRA348$110,6640.03%
455MARVELL TECHNOLOGY INCMRVL2,553$110,5260.03%
456NORDSON CORPNDSN497$110,4630.03%
457PIMCO ETF TR72201R8331,112$110,3660.03%
458TERADYNE INCTER1,017$109,3380.03%
459SPDR SER TR78464A6494,235$109,2210.03%
460ANSYS INC03662Q105327$108,8260.03%
461FIRST TR EXCHANGE-TRADED FD33738D3092,405$108,8020.03%
462ISHARES TR4642878041,124$108,7240.03%
463ROLLINS INCROL2,890$108,4670.03%
464THOR INDS INC8851601011,360$108,3250.03%
465HDFC BANK LTDHDB1,623$108,2050.03%
466CHIPOTLE MEXICAN GRILL INCCMG63$107,6220.03%
467POOL CORPPOOL314$107,5260.03%
468FORTIVE CORPFTV1,575$107,3580.03%
469BRIGHT HORIZONS FAM SOL IN D1091941001,368$105,3220.03%
470WASTE CONNECTIONS INCWCN757$105,2760.03%
471ATLASSIAN CORPORATIONTEAM614$105,0980.03%
472ISHARES TR4642878041,087$105,0800.03%
473APPLE INCAAPL635$104,7120.03%
474INTERACTIVE BROKERS GROUP IN45841N1071,258$103,8600.03%
475CORMEDIX INCCRMD25,000$103,5000.03%
476LCI INDS50189K103934$102,6220.03%
477CANADIAN PAC RY LTD13645T1001,331$102,4070.03%
478ANSYS INC03662Q105307$102,1700.03%
479NORDSON CORPNDSN457$101,5730.03%
480TERADYNE INCTER935$100,5220.03%
481ASPEN TECHNOLOGY INC29109X106438$100,2450.03%
482SPDR SER TR78464A8881,477$100,0870.03%
483VERIZON COMMUNICATIONS INCVZ2,572$100,0250.03%
484SITEONE LANDSCAPE SUPPLY INCSITE726$99,3680.03%
485DYNATRACE INCDT2,311$97,7340.02%
486LPL FINL HLDGS INC50212V100482$97,5570.02%
487SPDR S&P 500 ETF TRSPY238$97,4350.02%
488INTERACTIVE BROKERS GROUP IN45841N1071,175$97,0080.02%
489INTUITINTU217$96,7450.02%
490ZEBRA TECHNOLOGIES CORPORATIZBRA304$96,6720.02%
491WEST PHARMACEUTICAL SVSC INC955306105278$96,3190.02%
492SAIA INCSAIA350$95,2280.02%
493EQUIFAX INCEFX466$94,5230.02%
494COSTCO WHSL CORP NEW22160K105190$94,4050.02%
495CHARLES RIV LABS INTL INC159864107467$94,2500.02%
496BERKLEY W R CORPWRB-PH1,498$93,2650.02%
497HOME DEPOT INCHD315$92,9630.02%
498ASPEN TECHNOLOGY INC29109X106405$92,6920.02%
499SITEONE LANDSCAPE SUPPLY INCSITE673$92,1140.02%
500EXPONENT INCEXPO923$92,0140.02%