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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

NBT BANK N A /NY

Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001140361-26-002113

Total Value
$1.55B
Positions
1,374
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft CorpMSFT109,787$53.1M3.55%
2Microsoft CorpMSFT93,522$45.2M3.02%
3Apple IncAAPL151,971$41.3M2.76%
4FlexShares Mstar Glbl Upstrm NFLEX850,625$39.0M2.61%
5Apple IncAAPL112,130$30.5M2.04%
6Ishares MSCI EAFE Growth ETF464288885239,840$27.3M1.83%
7Alphabet Inc Cl CGOOG85,068$26.7M1.79%
8Alphabet Inc Cl AGOOG83,435$26.1M1.75%
9JP Morgan Chase & COVYLD69,545$22.4M1.50%
10Trane Technologies Plc ADRTT56,228$21.9M1.46%
11Ishares Core S&P US464287671168$21.2M1.42%
12Alphabet Inc Cl AGOOG65,322$20.4M1.37%
13Alphabet Inc Cl CGOOG62,797$19.7M1.32%
14Vanguard Value Etf922908744191$18.4M1.23%
15JP Morgan Chase & COVYLD56,071$18.1M1.21%
16Vanguard Total Stock Market9229087691,676$17.9M1.20%
17Lowes Cos Inc54866110764,453$15.5M1.04%
18Johnson & JohnsonJNJ71,699$14.8M0.99%
19McDonalds CorpMCD43,768$13.4M0.89%
20Procter & Gamble CO74271810979,391$11.4M0.76%
21Amazon.Com IncAMZN47,794$11.0M0.74%
22Exxonmobil CorpXOM90,089$10.8M0.73%
23Amazon.Com IncAMZN46,854$10.8M0.72%
24iShares TR 1-5 Yr Inv Gr Corp464288646200,324$10.6M0.71%
25State Street SPDR S&P Dividend78464A76375,162$10.5M0.70%
26Nvidia CorpNVDA51,801$9.7M0.65%
27NBT Bancorp IncNBTB231,749$9.6M0.64%
28IShares 0-5 Yr TIPs ETF46429B74792,908$9.5M0.64%
29Deere & CODE20,235$9.4M0.63%
30RTX CorporationRTX48,818$9.0M0.60%
31Berkshire Hathaway Inc-Cl BBRK-A17,532$8.8M0.59%
32Vanguard Short-Term Corp Bond92206C409159$8.8M0.59%
33Vanguard S&P 500 ETF92290836313,747$8.6M0.58%
34Exxonmobil CorpXOM70,085$8.4M0.56%
35Caterpillar IncCAT14,474$8.3M0.55%
36Wal Mart IncWMT74,085$8.3M0.55%
37Midcap SPDR Trust Series 1MDY13,603$8.2M0.55%
38Abbott LabsABLZF65,308$8.2M0.55%
39Caterpillar IncCAT14,188$8.1M0.54%
40S&P Global IncSPGI15,533$8.1M0.54%
41Berkshire Hathaway Inc-Cl BBRK-A16,112$8.1M0.54%
42Cisco Systems IncCSCO98,782$7.6M0.51%
43iShares Core US Aggregate Bond E464287226200$7.5M0.50%
44Intl. Business Machines CorpINTR24,884$7.4M0.49%
45Johnson & JohnsonJNJ35,288$7.3M0.49%
46Chevron CorporationCVX47,876$7.3M0.49%
47SPDR S&P 500 ETF TrustSPY10,690$7.3M0.49%
48Caterpillar IncCAT2,291$7.2M0.48%
49Ishares Russell 2000 ETF46428765529,138$7.2M0.48%
50Ishares 1-3 Year Treasury ETF46428745784,846$7.0M0.47%
51iShares Core MSCI Total Int'l St46432F83485$6.8M0.45%
52Costco Wholesale Corp22160K1057,769$6.7M0.45%
53iShares Core Growth ETF46428986765$6.6M0.44%
54Pepsico IncPEP45,886$6.6M0.44%
55Grainger W W Inc3848021046,477$6.5M0.44%
56Automatic Data Processing IncADP25,325$6.5M0.44%
57Lowes Cos Inc54866110726,970$6.5M0.43%
58Oracle CorporationORCL-PD33,309$6.5M0.43%
59Vanguard Small-Cap Value922908611212$6.5M0.43%
60Schwab US Dividend Equity ETF808524797235,139$6.4M0.43%
61RTX CorporationRTX33,789$6.2M0.41%
62Abbvie IncABBV26,998$6.2M0.41%
63Intl. Business Machines CorpINTR20,810$6.2M0.41%
64Ishares Core Msci Eafe ETF46432F84268,655$6.1M0.41%
65Ishares S&P Smll Cap 600464287887141$6.1M0.41%
66FlexShares STOXX Glbl Brd InfrFLEX100,634$6.1M0.41%
67General Dynamics CorpGD17,558$5.9M0.40%
68Bank Montreal Quebec063671101649$5.9M0.39%
69Procter & Gamble CO74271810940,826$5.9M0.39%
70McDonalds CorpMCD18,950$5.8M0.39%
71Goldman Sachs Group IncGSCE6,512$5.7M0.38%
72Costco Wholesale Corp22160K1056,535$5.6M0.38%
73Abbvie IncABBV24,523$5.6M0.37%
74Vaneck Faln Angl Hy Bnd92189F43729$5.5M0.37%
75Danaher Corp23585110223,215$5.3M0.36%
76Merck & CO IncMRK49,552$5.2M0.35%
77TJX Cos Inc87254010933,865$5.2M0.35%
78Chevron CorporationCVX33,916$5.2M0.35%
79TJX Cos Inc87254010933,253$5.1M0.34%
80iShares 20 Year Treasury Bond46428743287$5.1M0.34%
81Coca Cola COKO71,805$5.0M0.34%
82Ishares Msci Eafe ETF46428746552,246$5.0M0.34%
83Lilly Eli & COLLY4,555$4.9M0.33%
84Deere & CODE10,427$4.9M0.32%
85Ishares MSCI EAFE Growth ETF46428888541,294$4.7M0.31%
86Wal Mart IncWMT41,639$4.6M0.31%
87Nextera Energy IncNEE-PW56,956$4.6M0.31%
88Palo Alto NetworksPANW24,509$4.5M0.30%
89Abbott LabsABLZF35,880$4.5M0.30%
90Lilly Eli & COLLY4,100$4.4M0.29%
91Ingersoll Rand IncIR55,438$4.4M0.29%
92Honeywell International Inc43851610622,339$4.4M0.29%
93Merck & CO IncMRK41,324$4.3M0.29%
94State Street Technology Select81369Y80330,056$4.3M0.29%
95Vanguard Total International S92190976856,930$4.3M0.29%
96Union Pac CorpUNP18,412$4.3M0.28%
97Danaher Corp23585110218,472$4.2M0.28%
98Union Pac CorpUNP18,222$4.2M0.28%
99Cisco Systems IncCSCO53,660$4.1M0.28%
100Ishares IBoxx High Yield Corpo46428851350,929$4.1M0.27%
101Ishares New York Muni Bond ETF46428832376,153$4.1M0.27%
102Disney Walt CO New25468710634,323$3.9M0.26%
103Pepsico IncPEP26,469$3.8M0.25%
104Meta Platforms IncMETA5,735$3.8M0.25%
105Berkshire Hathaway Inc Class ABRK-A5$3.8M0.25%
106Ishares Msci Emerging Mkt ETF46428723467,704$3.7M0.25%
107American Express COAXP9,897$3.7M0.24%
108Visa Inc Cl AV10,255$3.6M0.24%
109Qualcomm IncQCOM21,021$3.6M0.24%
110Philip Morris International71817210922,061$3.5M0.24%
111Ishares Core S&P 500 ETF4642872005,143$3.5M0.24%
112Goldman Sachs Group IncGSCE4,005$3.5M0.24%
113Schwab International Equity ET808524805145,825$3.5M0.23%
114Thermo Fisher Scientific IncTMO5,986$3.5M0.23%
115IShares 0-5 Yr TIPs ETF46429B74733,777$3.5M0.23%
116Automatic Data Processing IncADP13,350$3.4M0.23%
117Nvidia CorpNVDA18,132$3.4M0.23%
118Vaneck Vectors Gold Miners ETF92189F10638,738$3.3M0.22%
119Ishares Msci Eafe Small Cap ET46428827342,347$3.3M0.22%
120Lockheed Martin CorpLMT6,614$3.2M0.21%
121Unitedhealth Group IncUNH9,337$3.1M0.21%
122Vanguard InfoTechnology92204A702754$3.1M0.21%
123Broadcom IncAVGO8,801$3.0M0.20%
124Uber Technologies IncUBER36,863$3.0M0.20%
125Home Depot IncHD8,686$3.0M0.20%
126Oracle CorporationORCL-PD15,139$3.0M0.20%
127FlexShares Mstar Glbl Upstrm NFLEX63,497$2.9M0.19%
128STATE STREET MATERIALS SELECT81369Y10064,009$2.9M0.19%
129Ishares Core S&P Mid-Cap ETF46428750743,577$2.9M0.19%
130Allegion PLCALLE17,804$2.8M0.19%
131Netflix IncNFLX30,101$2.8M0.19%
132SPDR Portfolio Developed Wld e78463X88962,024$2.8M0.18%
133Bank of America Corp06050510450,075$2.8M0.18%
134Apple Inc.AAPL272$2.8M0.18%
135Amphenol Corp03209510120,151$2.7M0.18%
136Dimensional U.S. Equity ETF25434V401148$2.7M0.18%
137Disney Walt CO New25468710622,907$2.6M0.17%
138Novartis Ag Spons ADRNVSEF18,226$2.5M0.17%
139Ishares S&P Pref Stk ETF46428868779,120$2.4M0.16%
140Linde PLCLIN5,737$2.4M0.16%
141iShares TR 1-5 Yr Inv Gr Corp46428864646,201$2.4M0.16%
142iShares Core S&P 500464287200685$2.4M0.16%
143Salesforce IncCRM9,060$2.4M0.16%
144Blackrock IncBLK2,239$2.4M0.16%
145Ishares Msci Eafe ETF46428746524,795$2.4M0.16%
146Quanta Services Incorporated74762E1025,612$2.4M0.16%
147Ishares Nasdaq Biotech ETF46428755614,006$2.4M0.16%
148Morgan StanleyMS-PQ13,162$2.3M0.16%
149Visa Inc Cl AV6,620$2.3M0.16%
150Eaton Corp PLCETN7,188$2.3M0.15%
151Meta Platforms IncMETA3,427$2.3M0.15%
152Pfizer IncPFE89,970$2.2M0.15%
153T Rowe Price Group IncTROW21,849$2.2M0.15%
154Mastercard Inc Cl AMA3,881$2.2M0.15%
155Nextera Energy IncNEE-PW27,414$2.2M0.15%
156Analog Devices IncADI8,114$2.2M0.15%
157Aberdeen Std Physical Swiss Gold26922Y10541$2.2M0.15%
158Ishares Core Emerging Markets46434G10332,358$2.2M0.15%
159Home Depot IncHD6,306$2.2M0.15%
160Vanguard Total Stock Market ET9229087696,468$2.2M0.15%
161American Express COAXP5,811$2.1M0.14%
162State Street Consumer Dis Sele81369Y40717,935$2.1M0.14%
163Wells Fargo & CO94974610122,648$2.1M0.14%
164Broadcom IncAVGO6,081$2.1M0.14%
165Marsh & McLennan Companies Inc57174810211,335$2.1M0.14%
166IShares Core Intnl Agg Bond ET46435G67241,740$2.1M0.14%
167Aflac IncAFL18,618$2.1M0.14%
168CVS Health CorpCVS25,522$2.0M0.14%
169WisdomTree MidCap Dividend ETFWT38,607$2.0M0.13%
170State Street Utilities Select81369Y88646,144$2.0M0.13%
171JPMorgan Ultra-Short Income ET46641Q83738,826$2.0M0.13%
172Thermo Fisher Scientific IncTMO3,367$2.0M0.13%
173Qualcomm IncQCOM11,301$1.9M0.13%
174Intl Business Machines Corp.INTR592$1.9M0.13%
175SPDR Gold SharesGLD1,190$1.9M0.13%
176Schwab US Small Cap ETF80852460764,031$1.8M0.12%
177Altria Group IncMO31,617$1.8M0.12%
178SPDR S&P 500 ETF TrustSPY2,655$1.8M0.12%
179Carrier Global CorporationCARR34,248$1.8M0.12%
180GE Aerospace3696043015,858$1.8M0.12%
181Marsh & McLennan Companies Inc5717481029,693$1.8M0.12%
182Ishares Nasdaq Biotech ETF46428755610,631$1.8M0.12%
183Berkshire Hathaway Inc.BRK-A1,509$1.8M0.12%
184Verizon CommunicationsVZ43,549$1.8M0.12%
185GE Aerospace3696043015,745$1.8M0.12%
186Emerson Elec COEMR13,302$1.8M0.12%
187Paychex IncPAYX15,684$1.8M0.12%
188Intercontinental Exchange Inc45866F10410,829$1.8M0.12%
189Palo Alto NetworksPANW9,389$1.7M0.12%
190Bristol Myers Squibb COCELG-RI31,709$1.7M0.11%
191Eaton Corp PLCETN5,333$1.7M0.11%
192Microchip Technology IncMCHPP25,305$1.6M0.11%
193Boeing COBA-PA7,373$1.6M0.11%
194Stryker CorporationSYK4,510$1.6M0.11%
195Vanguard Mid-Cap Growth Index9229085385,660$1.6M0.11%
196Mondelez International Inc60920710529,318$1.6M0.11%
197Ishares Core S&P Small-Cap ETF46428780413,115$1.6M0.11%
198Ishares Core Msci Eafe ETF46432F84217,540$1.6M0.10%
199Pfizer IncPFE61,495$1.5M0.10%
200Salesforce IncCRM5,670$1.5M0.10%
201Vanguard Short Term Bond ETF92193782718,696$1.5M0.10%
202Wal-Mart Stores Inc.WMT111$1.5M0.10%
203Ecolab IncECL5,580$1.5M0.10%
204L3 Harris Technologies IncLHX4,900$1.4M0.10%
205S&P Global IncSPGI2,736$1.4M0.10%
206ST STR SPDR S&P REGIONAL BANKI78464A69821,937$1.4M0.10%
207State Street Real Estate Sel S81369Y86034,983$1.4M0.09%
208iShares MSCI Emerg Mkt Min Vol46428653322,022$1.4M0.09%
209Agnico Eagle Mines LtdAEM8,279$1.4M0.09%
210ST STR SPDR S&P REGIONAL BANKI78464A69821,648$1.4M0.09%
211Mastercard Inc Cl AMA2,443$1.4M0.09%
212Bristol Myers Squibb COCELG-RI25,719$1.4M0.09%
213Financial Select Sector SPDR81369Y60525,074$1.4M0.09%
2143m COMMM8,511$1.4M0.09%
215Prudential Finl IncPUKPF12,026$1.4M0.09%
216Novartis Ag Spons ADRNVSEF9,819$1.4M0.09%
217Unitedhealth Group IncUNH4,067$1.3M0.09%
218General Mls Inc37033410428,741$1.3M0.09%
219Verizon CommunicationsVZ32,405$1.3M0.09%
220Ishares Core S&P Mid-Cap ETF46428750719,873$1.3M0.09%
221Linde PLCLIN3,055$1.3M0.09%
222Ishares New York Muni Bond ETF46428832324,322$1.3M0.09%
223Southern CompanySOMN14,907$1.3M0.09%
224Aon PLC ADRAON3,677$1.3M0.09%
225Target CorpTGT13,170$1.3M0.09%
226Midcap SPDR Trust Series 1MDY2,127$1.3M0.09%
227First Trust DW Focus 533738R605126$1.3M0.09%
228United Parcel Service Cl BUPS12,864$1.3M0.09%
229Target CorpTGT13,050$1.3M0.09%
230Autoliv IncALV10,746$1.3M0.09%
231T Rowe Price Group IncTROW12,445$1.3M0.09%
232Ishares Iboxx High Yield464288513161$1.3M0.08%
233Philip Morris International7181721097,815$1.3M0.08%
234State Street Industrial Select81369Y7048,011$1.2M0.08%
235SPDR Dow Jones Industrial Aver78467X1092,567$1.2M0.08%
236AT&T IncT-PC49,382$1.2M0.08%
237Coca Cola COKO17,403$1.2M0.08%
238Vanguard Ftse Emerging Markets92204285822,333$1.2M0.08%
239Prudential Finl IncPUKPF10,632$1.2M0.08%
240State Street Utilities Select81369Y88627,682$1.2M0.08%
241CVS Health CorpCVS14,876$1.2M0.08%
242JPMorgan Municipal ETF46641Q64723,215$1.2M0.08%
243Nike Inc-Class BNKE18,373$1.2M0.08%
244Charles Schwab CorpSCHW-PJ11,686$1.2M0.08%
245Ishares Russell 2000 ETF4642876554,738$1.2M0.08%
246SPDR Gold TrustGLD2,922$1.2M0.08%
247Honeywell International Inc4385161065,929$1.2M0.08%
248Brookfield Asset Mgmt Inc Cl A11300410522,002$1.2M0.08%
249Vanguard Inter Term Corp Bond92206C87013,686$1.1M0.08%
250Bank of New York Mellon Corp0640581009,840$1.1M0.08%
251Pimco Corporate & Income OpporPTY88,400$1.1M0.08%
252Schwab US Aggregate Bd ETF80852483948,272$1.1M0.08%
253Air Products & Chemicals IncAIIR4,564$1.1M0.08%
254Carrier Global CorporationCARR21,252$1.1M0.08%
255Chubb LtdCB3,572$1.1M0.07%
256Netflix IncNFLX11,868$1.1M0.07%
257Autoliv IncALV9,319$1.1M0.07%
258Sherwin Williams COSHW3,409$1.1M0.07%
259Vanguard Real Estate ETF92290855312,335$1.1M0.07%
260Amphenol Corp0320951018,075$1.1M0.07%
261Schwab International Equity ET80852480545,208$1.1M0.07%
262FlexShares Global Quality RealFLEX18,349$1.1M0.07%
263iShares ESG MSCI USA46435G425149$1.1M0.07%
264Schwab US Dividend Equity ETF80852479738,606$1.1M0.07%
265Transdigm Group IncTDG795$1.1M0.07%
266Intuitive Surgical IncISRG1,866$1.1M0.07%
267Wells Fargo & CO94974610111,191$1.0M0.07%
268US Bancorp NewUSB-PS19,411$1.0M0.07%
269FlexShares STOXX Glbl Brd InfrFLEX17,065$1.0M0.07%
270WisdomTree MidCap DividendWT103$1.0M0.07%
271Novo Nordisk As Spons ADRNONOF20,200$1.0M0.07%
272Mondelez International Inc60920710519,064$1.0M0.07%
273State Street Real Estate Sel S81369Y86025,231$1.0M0.07%
274AT&T IncT-PC40,598$1.0M0.07%
275Intel CorpINTC27,030$997,4070.07%
276State Street SPDR S&P Dividend78464A7637,165$997,0810.07%
277Grainger W W Inc384802104987$995,9320.07%
278iShares Core High Dividend ETF46429B6638,146$990,6350.07%
279Ishares Core Emerging Markets46434G10314,691$987,5290.07%
280Vanguard S&P 500 Etf9229083633,136$984,7680.07%
281Ishares Russell Mid Cap ETF46428749910,180$980,0290.07%
282Vanguard Intermediate-Term Bon92193781912,482$972,0980.07%
283Ishares Msci Emerging Mkt ETF46428723417,742$970,6530.06%
284Chubb LtdCB3,055$953,5270.06%
285Tesla, Inc.TSLA899$943,0630.06%
286Norfolk Southern Corp6558441083,234$933,7200.06%
287Ishares Core Total U.S. Aggreg4642872269,235$922,3920.06%
288Rbc Bearings IncRBC2,033$911,6580.06%
289IntuitINTU1,374$910,1650.06%
290Exxon Mobil CorporationXOM241$910,0920.06%
291Servicenow IncNOW5,928$908,1100.06%
292STATE STREET HEALTH CARE SELEC81369Y2095,835$903,2580.06%
293Ishares Total Usd Bond46434V61347$902,5500.06%
294Boeing COBA-PA4,109$892,1460.06%
295Amgen IncAMGN2,666$872,6080.06%
296American Water Works CO Inc0304201036,628$864,9540.06%
297Metlife IncMET-PF10,906$860,9200.06%
298SPDR Gold TrustGLD2,171$860,3890.06%
299WisdomTree SmallCap DividendWT67$860,1680.06%
300First Trust Rising Dividend33738R506139$860,1190.06%
301Nucor CorpNUE5,231$853,2280.06%
302iShares Short-Term National Mu4642881587,955$848,7990.06%
303Schwab U.S. Large-Cap Growth80852430065$846,5270.06%
304SLB LimitedSLB22,022$845,2040.06%
305Invesco QQQ Trust Unit Ser 1IVZ1,357$833,6190.06%
306Vanguard Index Fund Mid-Cap9229086292,868$832,3510.06%
307Vanguard FTSE Developed Market92194385813,191$824,0420.06%
308Vanguard Total Bond Market ETF92193783511,006$815,2140.05%
309Colgate Palmolive COCL10,304$814,2220.05%
310Medtronic PLCMDT8,274$794,8000.05%
311Lockheed Martin CorpLMT1,640$793,0390.05%
312Vaneck Vectors Gold Miners ETF92189F1069,212$790,1130.05%
313Vaneck ETF Trust Agribusiness92189F70010,707$779,3800.05%
314Ishares S&P 500 Value ETF4642874083,649$773,8430.05%
315Air Products & Chemicals IncAIIR3,075$759,5870.05%
316Coupang IncCPNG32,050$756,0600.05%
317Amplify CWP Enhanced Dividend03210840916,861$750,3150.05%
318Ishares MSCI Emerging Markets46434G76410,235$743,8800.05%
319Vanguard Inter Term Corp Bond92206C8708,848$741,0200.05%
320Ishares Russell Midcap Growth4642874815,409$740,7080.05%
321WisdomTree SmallCap Dividend EWT22,129$740,2150.05%
322State Street Energy Select Sec81369Y50616,553$740,0850.05%
323Ishares S&P 500 Growth ETF4642873095,989$738,2040.05%
324Otis Worldwide CorpOTIS8,385$732,4300.05%
325Alphabet Inc. Class AGOOG313$729,2900.05%
326STATE STREET MATERIALS SELECT81369Y10015,949$723,2750.05%
327Ishares DJ US Telcom Sector ET46428771321,201$718,7140.05%
328Paccar IncPCAR6,562$718,6050.05%
329Dimensional World ex U.S. Core E25434V88065$718,2090.05%
330SPDR Portfolio Developed Wld e78463X88916,118$715,8000.05%
331Vaneck ETF Trust Agribusiness92189F7009,801$713,4150.05%
332Vanguard Total Stock Market ET9229087692,122$711,5440.05%
333NBT Bancorp Inc.NBTB42$700,5080.05%
334Altria Group IncMO12,101$697,7440.05%
335Ishares Russell 2000 Growth ET4642876482,147$693,5020.05%
336Medtronic PLCMDT7,179$689,6150.05%
337State Street SPDR ICE Preferre78464A29221,331$675,9790.05%
338Intel CorpINTC18,100$667,8900.04%
339Roper Technologies IncROP1,500$667,6950.04%
340Truist Financial Corporation89832Q10913,435$661,1360.04%
341JPMorgan Chase & Co.VYLD644$652,2420.04%
342Schwab US Aggregate Bd ETF80852483927,802$649,7330.04%
343Canadian National Railway Comp1363751026,570$649,4450.04%
344NBT Bancorp IncNBTB15,597$647,5910.04%
345Becton DickinsonBDX3,322$644,7010.04%
346Sysco CorporationSYY74$637,8610.04%
347Nike Inc-Class BNKE9,865$628,4990.04%
348GSK PLC Sponsored ADRGLAXF12,714$623,4950.04%
349Alphabet Inc. Class CGOOG314$622,5790.04%
350ConocophillipsCOP6,592$617,0770.04%
351Schwab U.S. Small-Cap80852460757$615,8390.04%
352American Tower Corp REIT03027X1003,507$615,7240.04%
353Ecolab IncECL2,330$611,6720.04%
354Sysco CorpSYY8,270$609,4160.04%
355Ishares Msci Eafe Small Cap ET4642882737,816$605,9740.04%
356State Street Technology Select81369Y8034,178$601,5070.04%
357U S Bancorp DelUSB-PS160$600,7160.04%
358Norfolk Southern Corp6558441082,078$599,9600.04%
359Otis Worldwide CorpOTIS6,799$593,8930.04%
360Dicks Sporting Goods Inc2533931022,991$592,1280.04%
361First Trust Value Line Div Index33734H10692$588,4340.04%
362General Dynamics CorpGD1,746$587,8080.04%
363GE Vernova IncGEV898$586,9060.04%
364JPMorgan Equity Premium Income46641Q33210,223$585,1650.04%
365Marriott International Inc5719032021,883$584,1820.04%
366ST STR SPDR PORT INTER TERM CO78464A37517,101$578,1850.04%
367The Procter & Gamble Company742718109430$574,9110.04%
368Corteva Inc ComCTVA8,519$571,0290.04%
369Gilead Sciences IncGILD4,623$567,4270.04%
370Ishares National Muni Bond ETF4642884145,280$565,5410.04%
371Ishares Msci Eafe Value46428887771$565,3530.04%
372Dominion Energy Inc.D9,631$564,2800.04%
373O'Reilly Automotive Inc67103H1076,180$563,6780.04%
374TE Connectivity PLCTEL2,429$552,6220.04%
375Markel Group INC COMMKL255$548,1610.04%
376Ishares DJ US Telcom Sector ET46428771316,169$548,1290.04%
377Ishares 1-3 Year Treasury ETF4642874576,550$542,4710.04%
378Johnson & JohnsonJNJ414$538,6910.04%
379Fastenal COFAST13,230$530,9200.04%
380Schwab US Small Cap ETF80852460718,599$529,7000.04%
381Bank of America Corp0605051049,612$528,6570.04%
382American Water Works CO Inc0304201034,013$523,6970.04%
383Ishares Barclays Mbs Bond ETF4642885885,470$520,8530.03%
384Schwab US Mid-Cap ETF80852450817,137$515,3100.03%
385Texas Instruments Inc8825081042,961$513,7040.03%
386Intuitive Surgical IncISRG904$511,9890.03%
387Ishares Russell 2000 Growth ET4642876481,570$507,1260.03%
388iShares KLD 400 Social Index464288570129$507,0750.03%
389Schwab U.S. Large-Cap80852420127$504,8850.03%
390ComCast Corp-Cl ACCZ16,794$501,9730.03%
391Invesco S&P 500 Equal Weight EIVZ2,609$499,7800.03%
392SLB LimitedSLB12,984$498,3260.03%
393Shell PLC Spon ADSRYDAF6,750$495,9900.03%
394Schwab Fundamental Intl Lg Co80852475510,970$495,9540.03%
395Taiwan Semiconductor Spons ADR8740391001,625$493,8210.03%
396Vanguard FTSE Developed Market9219438587,790$486,6410.03%
397Starbucks CorpSBUX5,755$484,6290.03%
398STATE STREET CONSUMER STAPLES81369Y3086,189$480,7620.03%
399Paypal Holdings IncPYPL8,214$479,5330.03%
400Dupont De Nemours IncDD11,831$475,6060.03%
401iShares MSCI Emerg Mkt Min Vol4642865337,282$466,3390.03%
402Vanguard Real Estate ETF9229085535,268$466,1650.03%
403SPDR Portfolio Emerging Market78463X5099,853$461,2190.03%
404Microchip Technology IncMCHPP7,192$458,2740.03%
405Aflac IncAFL4,119$454,2020.03%
406Starbucks CorpSBUX5,356$451,0290.03%
407Alamos Gold Inc NewAGI11,690$451,0000.03%
408Emerson Elec COEMR3,390$449,9210.03%
409Duke Energy CorpDUKB3,837$449,7350.03%
410Citigroup IncC-PR3,820$445,7560.03%
411Ishares Russell 1000 Growth ET464287614940$444,9020.03%
412Adobe IncADBE1,270$444,4870.03%
413Amgen IncAMGN1,354$443,1780.03%
414Analog Devices IncADI1,608$436,0900.03%
415First Trust Enhanced Short Matur33739Q408120$431,8500.03%
416Vanguard Mid-Cap Growth Index9229085381,546$431,5500.03%
417Raytheon Technologies CoRTX367$431,1730.03%
418Liberty Media Corp DelFWONB4,366$430,0950.03%
419IShares Russell Top 200 Growth4642894381,530$423,7180.03%
420Sysco CorpSYY5,735$422,6120.03%
421First Trust DW Dynamic Focus 533738R87836$422,5230.03%
422Southern CompanySOMN4,834$421,5250.03%
423Enterprise Prods Partners LP29379210713,100$419,9860.03%
424Westinghouse Air Brake Technol9297401081,966$419,6430.03%
425Chipotle Mexican Grill IncCMG11,323$418,9510.03%
426iShares Tr Intrm Gov Cr ETF4642886123,899$418,5580.03%
427Trane Technologies Plc ADRTT1,071$416,8330.03%
428Corning Inc.GLW88$413,5590.03%
429Woodward IncWWD1,363$412,0620.03%
430First Trust ISE Water Index Fd33733B100109$411,5280.03%
431Applied Materials Inc0382221051,595$409,8990.03%
432Ishares Tr High Yield Systemat46435G2508,640$409,1040.03%
433ConocophillipsCOP4,336$405,8930.03%
434AT&T, Inc.T-PC25$405,8590.03%
435Gilead Sciences IncGILD3,300$405,0420.03%
436Cummins IncCMI793$404,7870.03%
437Dominion Energy Inc.D6,871$402,5720.03%
438CME Group Inc.CME1,465$400,0620.03%
439Ishares 3-7 Year Treasury Bond4642886613,350$399,8230.03%
440Dupont De Nemours IncDD9,938$399,5080.03%
441GE Healthcare Technologies IncGEHC4,867$399,1910.03%
442Martin Marietta Matls Inc573284106640$398,5020.03%
443Texas Instruments Inc8825081042,268$393,4750.03%
444Blackrock IncBLK367$392,8150.03%
445Ishares Tr 10 Yr Invst Grd4642895117,755$391,2400.03%
446Northrop Grumman CorporationNOC686$391,1640.03%
447Xylem IncXYL2,869$390,7000.03%
448State Street Comm Svcs Select81369Y8523,314$390,1240.03%
449Deutsche Bank Ag ADRD1819089810,000$390,1070.03%
450Charles Schwab CorpSCHW-PJ3,878$387,4510.03%
451Vanguard Index Fds Growth ETF922908736783$381,9940.03%
452Vanguard Mid-Cap Index Fd ETF Sh922908629290$381,9300.03%
453JPMorgan Municipal ETF46641Q6477,545$381,0230.03%
454Vanguard Total International S9219097685,045$380,5950.03%
455Ishares S&P Midcap 400/Grwth E4642876063,900$377,8320.03%
456Illinois Tool Wks Inc4523081091,531$377,0850.03%
457Vanguard Information Technolog92204A702500$376,8900.03%
458Idexx Labs Inc45168D104554$374,7980.03%
459Applied Materials Inc0382221051,455$373,9200.03%
460FlexShares International QualiFLEX12,285$373,4640.02%
461iShares MSCI EAFE Growth464288885114$368,0760.02%
462Jacobs Solutions IncJ2,775$367,5770.02%
463First Trust Low Duration33739Q20050$362,4770.02%
464Kimberly Clark CorpKMB3,545$357,6550.02%
465Ishares S&P Smallcap/600 Growt4642878872,521$355,8640.02%
466SPDR Dow Jones Industrial Aver78467X109735$353,2190.02%
467Vanguard Russell 300092206C599300$350,7850.02%
468WisdomTree MidCap Dividend ETFWT6,769$349,2800.02%
469IShares Russell 1000 ETF464287622935$349,1660.02%
470United Parcel Service Cl BUPS3,513$348,4540.02%
471Schwab U.S. Mid-Cap80852450860$346,6000.02%
472Synopsys IncSNPS737$346,1840.02%
473DTE Energy CoDTK2,684$346,1820.02%
474Verizon Communications Inc.VZ81$340,7500.02%
475The Hershey CompanyHSY1,862$338,8470.02%
476iShares U.S. Treasury Bond46429B26723$338,6750.02%
477Vanguard Total Bond Market ETF9219378354,526$335,2410.02%
478Travelers Companies IncTRV1,136$329,5080.02%
479GE Vernova IncGEV504$329,3990.02%
480Ishares Russell MidCap Value4642874732,308$325,5430.02%
481Schwab International80852480524$324,9490.02%
482Corning IncGLW3,702$324,1470.02%
483Vanguard Intermediate-Term Bon9219378194,140$322,4230.02%
484US Bancorp NewUSB-PS6,024$321,4410.02%
485ComCast Corp-Cl ACCZ10,596$316,7170.02%
486Schwab Fundamental US Broad Mk80852478911,895$316,0500.02%
487Cadence Design System IncCDNS1,010$315,7060.02%
488Corning IncGLW3,600$315,2160.02%
489Pfizer Inc.PFE75$312,4170.02%
490Enbridge IncorporatedENNPF6,512$311,4690.02%
491Stryker CorporationSYK886$311,4020.02%
492Microsoft CorporationMSFT484$309,6880.02%
493T-Mobile US IncTMUSZ1,525$309,6360.02%
494Accenture PLC Cl AACN1,150$308,5450.02%
495Boston Scientific CorpBSX3,219$306,9320.02%
496McKesson CorpMCK374$306,7880.02%
497NVIDIA CorporationNVDA187$300,2650.02%
498Booking Hldgs IncBKNG56$299,8980.02%
499Innovator Defined Wealth ShldINHD8,871$297,2670.02%
500Dow Inc ComDOW12,565$293,7700.02%