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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

Oakworth Capital, Inc.

Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001140361-26-002927

Total Value
$1.83B
Positions
1,258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL 1000 GROWTH464287614213,919$101.2M5.59%
2ISHARES RUSSELL 1000 VALUE (MKT)464287598471,948$99.3M5.48%
3VANGUARD TOTAL BOND MARKET ETF9219378351,079,775$80.0M4.41%
4VANGUARD FTSE DEVELOPED MARKETS9219438581,266,614$79.1M4.37%
5ISHARES TR RUSSELL 1000 VALUE ETF464287598354,577$74.6M4.11%
6VANGUARD TTL BD MKT921937835986,681$73.1M4.03%
7ISHARES RUSSELL MID-CAP (MKT)464287499658,901$63.4M3.50%
8ISHARES TR RUSSELL 1000 GROWTH ETF464287614133,727$63.3M3.49%
9ISHARES 0-1 YEAR TREASURY BOND464288679543,964$59.9M3.31%
10VANGUARD DEVELOPED MARKETS INDEX FUND921943858939,151$58.7M3.24%
11ISHARES 0 1 YR TRESURY BOND ETF464288679467,257$51.5M2.84%
12VANGUARD SHORT-TERM CORP BD IDX92206C409635,809$50.7M2.80%
13ISHARES TR RUSSELL MID-CAP ETF464287499516,713$49.7M2.74%
14VANGUARD SHORT TERM CORP BOND INDEX FUND ETF92206C409533,897$42.6M2.35%
15JP MORGAN CHASE & COVYLD128,128$41.3M2.28%
16ALPHABET INC SRGOOG116,569$36.6M2.02%
17SPDR GOLD SHARES (MKT)GLD79,379$31.5M1.74%
18APPLE INCAAPL105,742$28.7M1.59%
19WALMART INCWMT249,256$27.8M1.53%
20ISHARES S&P 100 (MKT)46428710167,391$23.1M1.28%
21JPMORGAN EQUITY PREMIUM INCOME46641Q332401,709$23.0M1.27%
22VANGUARD INTER-TRM TREAS INDEX92206C706373,103$22.4M1.23%
23VANGUARD INTERMEDIATE TERM TREASURY ETF92206C706361,320$21.7M1.19%
24SPDR GOLD TR GOLD SHSGLD54,026$21.4M1.18%
25J P MORGAN CHASE & CO COMVYLD66,114$21.3M1.18%
26STATE STREET TECHNOLOGY SELECT81369Y803136,637$19.7M1.09%
27VANGUARD S&P 500 ETF92290836329,555$18.5M1.02%
28ISHARES CORE S&P SMALL-CAP (MKT)464287804149,549$18.0M0.99%
29ALPHABET INC CAP STK CL CGOOG56,302$17.7M0.97%
30J P MORGAN EXCHANGE-TRADED FD46641Q332308,163$17.6M0.97%
31MICROSOFT CORPMSFT35,449$17.1M0.95%
32ISHARES US HEALTHCARE (MKT)464287762250,253$16.3M0.90%
33WALMART, INC.WMT146,204$16.3M0.90%
34STATE STREET ENERGY SELECT81369Y506357,568$16.0M0.88%
35SPDR S&P 500 (MKT)SPY22,154$15.1M0.83%
36ENERGY SELECT SECTOR SPDR FUND81369Y506298,537$13.3M0.74%
37NVIDIA CORPNVDA70,440$13.1M0.72%
38ISHARES CORE S&P SMALL-CAP ETF464287804104,009$12.5M0.69%
39COMERICA INC200340107141,143$12.3M0.68%
40APPLE INCAAPL44,087$12.0M0.66%
41GENERAL DYNAMICS CORPGD34,592$11.6M0.64%
42ISHARES S&P 100 ETF46428710131,657$10.9M0.60%
43VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836316,563$10.4M0.57%
44ISHARES TR US HEALTHCARE ETF464287762157,032$10.2M0.56%
45TECHNOLOGY SECTOR SPDR TR81369Y80365,140$9.4M0.52%
46COMERICA INC.20034010795,603$8.3M0.46%
47OAKWORTH CAP INC67418C108199,885$7.7M0.42%
48GENERAL DYNAMICS CORPORATIONGD21,114$7.1M0.39%
49ALPHABET INC SRGOOG21,006$6.6M0.36%
50SPDR S&P 500 ETF TR TR UNITSPY8,266$5.6M0.31%
51AMAZON COM INCAMZN22,649$5.2M0.29%
52BERKSHIRE HATHAWAY INCBRK-A9,850$5.0M0.27%
53VANGUARD BALANCED INDEX FUND ADMIRAL CLASS92193120084,834$4.4M0.24%
54MICROSOFT CORPMSFT8,877$4.3M0.24%
55GLOBE LIFE INCGL-PD28,944$4.0M0.22%
56MERCK & CO INCMRK34,970$3.7M0.20%
57BROADCOM INC SR GLBLAVGO10,623$3.7M0.20%
58ELI LILLY & COLLY2,969$3.2M0.18%
59MICRON TECHNOLOGY INCMU10,176$2.9M0.16%
60JOHNSON & JOHNSONJNJ13,470$2.8M0.15%
61ORACLE CORP SR GLBL NTORCL-PD13,783$2.7M0.15%
62EXXON MOBIL CORP COMXOM22,117$2.7M0.15%
63ISHARES RUSSELL 1000 GROWTH4642876145,337$2.5M0.14%
64SOUTHERN COSOMN27,765$2.4M0.13%
65BROADCOM INCAVGO6,900$2.4M0.13%
66HOME DEPOT INCHD6,639$2.3M0.13%
67ISHARES CORE S&P 500 (MKT)4642872003,273$2.2M0.12%
68VISA INC COM CL AV6,248$2.2M0.12%
69ISHARES MSCI ACWI EX US46428824031,852$2.1M0.12%
70COCA COLA CO SR GLBL NTKO30,466$2.1M0.12%
71STRYKER CORPSYK5,865$2.1M0.11%
72PROCTER & GAMBLE CO74271810914,275$2.0M0.11%
73CATERPILLAR INCCAT3,514$2.0M0.11%
74ALPHABET INC CAP STK CL AGOOG6,396$2.0M0.11%
75SOUTHERN COSOMN22,049$1.9M0.11%
76ISHARES CORE S&P 500 ETF4642872002,805$1.9M0.11%
77DFA US CORE EQUITY 2 ETF25434V70847,413$1.9M0.10%
78UNION PAC CORPUNP8,091$1.9M0.10%
79ISHARES CORE S&P MID-CAP (MKT)46428750728,105$1.9M0.10%
80INVESCO QQQ TRIVZ3,014$1.9M0.10%
81LAM RESEARCH CORPLRCX10,540$1.8M0.10%
82ISHARES RUSSELL 1000 VALUE (MKT)4642875988,511$1.8M0.10%
83CHEVRON CORP NEWCVX11,592$1.8M0.10%
84FIRST SOLAR INCFSLR6,590$1.7M0.09%
85EXXON MOBIL CORPXOM13,590$1.6M0.09%
86VANGUARD EQUITY INCOME FUND ADMIRAL CLASS92192130016,399$1.5M0.08%
87ABBVIE INC SR NTABBV6,653$1.5M0.08%
88NVIDIA CORPNVDA7,854$1.5M0.08%
89VANGUARD GROWTH VIPERS9229087363,000$1.5M0.08%
90CISCO SYSTEMS INCCSCO18,633$1.4M0.08%
91NEXTERA ENERGY INCNEE-PW17,196$1.4M0.08%
92COSTCO WHOLESALE CORP NEW22160K1051,560$1.3M0.07%
93CHEVRON CORP NEWCVX8,713$1.3M0.07%
94DODGE & COX INTERNATIONAL STOCK FUND25620610380,319$1.3M0.07%
95TJX COS INC NEW8725401098,603$1.3M0.07%
96ISHARES S&P 100 (MKT)4642871013,835$1.3M0.07%
97MASTERCARD INCMA2,284$1.3M0.07%
98ISHARES CORE S&P MID-CAP ETF46428750719,527$1.3M0.07%
99MCDONALDS CORPMCD4,010$1.2M0.07%
100ISHARES SILVER TRUST (MKT)SLV19,000$1.2M0.07%
101APPLE INCAAPL4,365$1.2M0.07%
102UNITEDHEALTH GROUP INC COMUNH3,585$1.2M0.07%
103MICROSOFT CORPMSFT2,429$1.2M0.06%
104ELI LILLY & CO.LLY1,083$1.2M0.06%
105ISHARES MSCI EMERGING MARKETS46428723420,811$1.1M0.06%
106VULCAN MATERIALS CO9291601093,929$1.1M0.06%
107MID-AMER APT CMNTYS INC59522J1037,872$1.1M0.06%
108UNITEDHEALTH GROUP INCUNH3,259$1.1M0.06%
109VANGUARD MID-CAP VALUE ETF9229085126,038$1.1M0.06%
110DIAMONDBACK ENERGY INCFANG7,007$1.1M0.06%
111ISHARES CORE S&P TOTAL US STOCK MARKET ETF4642871506,963$1.0M0.06%
112LOWES COMPANIES INC5486611074,277$1.0M0.06%
113AMAZON.COM, INCAMZN4,447$1.0M0.06%
114MID-AMERICA APARTMENT COMMUNITY59522J1037,308$1.0M0.06%
115AMERICAN EXPRESS COAXP2,741$1.0M0.06%
116GLOBAL X FUNDS37954Y88912,257$1.0M0.06%
117JOHNSON & JOHNSONJNJ4,853$1.0M0.06%
118REGIONS FINANCIAL CORP NEWRF-PF36,987$1.0M0.06%
119TRUIST FINL CORP89832Q10920,317$999,8000.06%
120VANGUARD FTSE DEVELOPED MARKETS92194385815,640$977,0310.05%
121THERMO FISHER SCIENTIFIC INCTMO1,662$963,0480.05%
122VANGUARD TOTAL STOCK MARKET ETF9229087692,853$956,5250.05%
123ISHARES RUSSELL MID-CAP (MKT)4642874999,883$951,4350.05%
124PEPSICO INCPEP6,604$947,8050.05%
125ISHARES MSCI EAFE (MKT)4642874659,755$936,7730.05%
126ISHARES US TREASURY BOND ETF46429B26739,453$908,4050.05%
127ISHARES S&P 500 GROWTH (MKT)4642873097,344$905,2220.05%
128THE CIGNA GROUP1255231003,258$896,6990.05%
129AUTOMATIC DATA PROCESSING INCADP3,438$884,3590.05%
130SERVISFIRST BANCSHARES INCSFBS12,235$878,3510.05%
131ISHARES S&P MIDCAP 400 GROWTH4642876069,040$875,7950.05%
132GLOBAL PAYMENTS INC37940X10211,127$861,2320.05%
133HOME DEPOT INC.HD2,456$845,1100.05%
134VANGUARD TOTAL BOND MARKET ETF92193783511,372$842,3240.05%
135VANGUARD LARGE CAP ETF (MKT)9229086372,674$841,7750.05%
136COCA-COLA COKO11,542$806,9010.04%
137BANK OF AMERICA CORP06050510414,519$798,5450.04%
138EATON CORP PLCETN2,419$770,4770.04%
139RTX CORPORATIONRTX4,152$761,4760.04%
140JP MORGAN CHASE & COVYLD2,363$761,4080.04%
141PHILIP MORRIS INTERNATIONAL INC7181721094,661$747,6230.04%
142NEOS S&P 500 HIGH INCOME ETF78433H30314,101$740,7260.04%
143ABBVIE INC COMABBV3,206$732,5390.04%
144ALPHABET INC SRGOOG2,334$732,4100.04%
145LOCKHEED MARTIN CORPLMT1,514$732,2780.04%
146HERSHEY FOODS CORPHSY4,000$727,9200.04%
147MARATHON PETE CORP COMMARA4,454$724,3540.04%
148ABBOTT LABORATORIESABLZF5,669$710,2700.04%
149DEERE & CODE1,514$704,8730.04%
150FIRST SOLAR, INC. - COMMON STOCKFSLR2,688$702,1860.04%
151ANALOG DEVICES INCADI2,562$694,8140.04%
152MERCK & CO INC NEWMRK6,486$682,7160.04%
153VANGUARD MID-CAP GROWTH ETF9229085382,405$671,3320.04%
154INTERNATIONAL BUSINESS MACHSINTR2,244$664,6950.04%
155ZOETIS INCZTS5,252$660,8060.04%
156HF SINCLAIR CORPORATIONDINO14,305$659,1760.04%
157VANGUARD SHORT-TERM CORP BD IDX92206C4098,230$656,1780.04%
158TRANE TECHNOLOGIES PLCTT1,677$652,6880.04%
159VANGUARD MID-CAP ETF (MKT)9229086292,218$643,7080.04%
160ST JOE COJOE10,296$611,2740.03%
161HUNTINGTON INGALLS INDS INC4464131061,788$608,0450.03%
162BLACKROCK INCBLK544$582,2650.03%
163BANK AMERICA CORP06050510410,506$577,8300.03%
164PROCTER & GAMBLE7427181094,014$575,2460.03%
165CISCO SYSTEMS, INC.CSCO7,403$570,2530.03%
166VISA INC COM CL AV1,619$567,7990.03%
167CSX CORPCSX15,572$564,4860.03%
168META PLATFORMS INCMETA837$552,4950.03%
169QUALCOMM INCQCOM3,209$548,9010.03%
170BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,089$547,3860.03%
171UTILITIES SELECT SECTOR SPDRR81369Y88612,736$543,7000.03%
172DISNEY (WALT) CO2546871064,765$542,1140.03%
173UNITED THERAPEUTICS CORPUTHR1,111$541,3370.03%
174NORFOLK SOUTHERN CORP6558441081,861$537,3090.03%
175META PLATFORMS INCMETA811$535,3330.03%
176MCDONALDS CORPMCD1,725$527,2120.03%
177STEEL DYNAMICS INCSTLD3,000$508,3500.03%
178ISHARES NASDAQ BIOTECHNOLOGY4642875563,000$506,3100.03%
179ASTRAZENCA PLC ADRAZN5,428$498,9960.03%
180TESLA INCTSLA1,108$498,2910.03%
181ACADEMY SPORTS & OUTDOORS INCASO9,726$485,9110.03%
182VANGUARD GROWTH ETF (MKT)922908736994$484,9330.03%
183GILEAD SCIENCES INCGILD3,947$484,4540.03%
184ISHARES CORE S&P SMALL-CAP (MKT)4642878043,919$470,9860.03%
185GENUINE PARTS COGPC3,760$462,3290.03%
186ISHARES RUSSELL 2000 GROWTH4642876481,431$462,2270.03%
187APPLIED MATERIALS INC0382221051,794$461,0400.03%
188HONEYWELL INTERNATIONAL INC4385161062,358$460,0210.03%
189INVESCO S&P500 EQUAL WEIGHT TECHIVZ10,000$455,1000.03%
1903M COMMM2,840$454,6860.03%
191COSTCO WHOLESALE CORP22160K105525$452,7290.02%
192INTUITINTU676$447,7950.02%
193ENPRO INCNPO2,084$446,2470.02%
194COTERRA ENERGY INCCTRA16,881$444,3080.02%
195DIAMONDBACK ENERGY INCFANG2,941$442,1200.02%
196DFA US MARKETWIDE VALUE ETF25434V7249,477$441,5330.02%
197COCA COLA CO SR GLBL NTKO6,150$429,9470.02%
198WASTE MANAGEMENT INC NEW94106L1091,910$419,6460.02%
199VANGUARD TOTAL STOCK MARKET VIPERS9229087691,251$419,4230.02%
200GE AEROSPACE3696043011,351$416,1490.02%
201AB LARGE CAP GROWTH FUND ADVISOR CLASS01877C4083,677$415,3930.02%
202AMGEN INCAMGN1,259$412,0830.02%
203ILLINOIS TOOL WORKS INC4523081091,652$406,8890.02%
204U S TARGET VALUE ETF25434V6096,799$404,8120.02%
205HARMONY BIOSCIENCES HLDGS INCHRMY10,809$404,4730.02%
206EXELIXIS INC COMEXEL9,175$402,1390.02%
207BANCO BILBAO VIZCAYA ARGENTABBVXF16,731$390,0000.02%
208NEOS NASDAQ 100 HIGH INCOME ETF78433H6757,200$387,7920.02%
209VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS92206C7301,250$386,3000.02%
210FTI CONSULTING INCFCN2,258$385,7340.02%
211STATE STREET TECHNOLOGY SELECT81369Y8032,672$384,6900.02%
212CHARLES SCHWABSCHW-PJ3,849$384,5540.02%
213PIMCO INCOME FUND INST'L CLASS72201F49034,660$380,9170.02%
214VANGUARD SMALL CAP ETF (MKT)9229087511,447$373,2540.02%
215VANGUARD INTER-TRM TREAS INDEX92206C7066,170$369,7680.02%
216TAIWAN SEMICONDUCTOR8740391001,195$363,1490.02%
217INVESCO S&P 500 PURE VALUE ETFIVZ3,384$349,7700.02%
218WALMART INCWMT3,126$348,2690.02%
219AUTOMATIC DATA PROCESSING COMADP1,352$347,7750.02%
220RYDER SYSTEMS INCR1,810$346,4160.02%
221STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R7888,000$346,0000.02%
222COLUMBIA DIVIDEND INCOME FUND INSTITUTIONAL CLASS19765N2459,456$342,8620.02%
223SPDR GOLD SHARES (MKT)GLD862$341,6190.02%
224AUTODESK INCADSK1,134$335,6750.02%
225SYSCO CORPSYY4,538$334,4070.02%
226INVESCO NASDAQ 100 ETFIVZ1,315$332,5900.02%
227REAVES UTIL INCOME FD COM SHS BEN INT7561581019,000$329,2200.02%
228NEUROCRINE BIOSCIENCES INCNBIX2,313$328,0530.02%
229NOVARTIS AGNVSEF2,349$323,8570.02%
230TESLA INCTSLA720$323,7980.02%
231ISHARES BITCOIN TRUST ETFIBIT6,428$319,1500.02%
232ISHARES NATIONAL AMT-FREE MUNI4642884142,969$318,0100.02%
233BWX TECHNOLOGIES INCBWXT1,822$314,9140.02%
234CHUBB LTD COMCB1,004$313,3680.02%
235ISHARES CORE S&P TOTAL US STOCK4642871502,103$312,6950.02%
236REGIONS FINL CORP NEW COMRF-PF11,439$309,9970.02%
237UNION PACIFIC CORP.UNP1,336$309,0440.02%
238PALANTIR TECHNOLOGIES INCPLTR1,737$308,7520.02%
239BRISTOL MYERS SQUIBB CORPORATIONCELG-RI5,640$304,2220.02%
240PEPSICO INCPEP2,119$304,1190.02%
241MARATHON PETE CORPMARA1,844$299,8900.02%
242PFIZER INCPFE12,007$298,9750.02%
243VANGUARD MID-CAP GROWTH ETF9229085381,070$298,6790.02%
244EDWARDS LIFESCIENCES CORPEW3,500$298,3750.02%
245AIR PRODUCTS & CHEMICALS INCAIIR1,201$296,6710.02%
246CAPITAL ONE FINL CORP14040H1051,222$296,1630.02%
247VANGUARD 500 INDEX FUND ADMIRAL CLASS922908710466$294,2900.02%
248CITIGROUP INCC-PR2,517$293,7080.02%
249DFA U.S. SMALL CAP FUND INST'L CLASS2332038435,604$292,9980.02%
250FIDELITY WISE ORIGIN BITCOIN FUND ETFFBTC3,833$292,1900.02%
251EATON CORP PLC SHS ISIN#IE00B8KQN827ETN916$291,7550.02%
252ADVANCED MICRO DEVICES INCAMD1,362$291,6850.02%
253VANGUARD VALUE VIPERS9229087441,518$289,9230.02%
254GOLDMAN SACHS GROUP INCGSCE328$288,3120.02%
255BLACKROCK CAPITAL APPRECIATION FUND CLASS ABLK8,247$286,9150.02%
256NEXTERA ENERGY INC COMNEE-PW3,567$286,3590.02%
257AMERICAN EXPRESSAXP772$285,6010.02%
258ISHARES MORNINGSTAR MID-CAP4642884063,430$282,4200.02%
259DIMENSIONAL ETF TRUST25434V1045,954$278,6470.02%
260VANGUARD S&P 500 ETF922908363443$277,8180.02%
261BOEING CO DEP CONVBA-PA1,276$277,0440.02%
262LEGG MASON CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I52470H7657,644$277,0140.02%
263ISHARES ETHEREUM TRUST ETF46438R10512,220$274,0950.02%
264ASTRAZENECA PLCAZN2,980$273,9520.02%
265ISHARES RUSSELL 2000 VALUE (MKT)4642876301,496$271,0900.01%
266VANGUARD EMERGING MARKETS STOCK9220428585,030$270,4130.01%
267DUKE ENERGY CORPDUKB2,306$270,2870.01%
268MONDELEZ INTL INC6092071054,995$268,8810.01%
269BECTON DICKINSON & COBDX1,369$265,6830.01%
270MORGAN STANLEY COMS-PQ1,494$265,2300.01%
271ISHARES MSCI EAFE GROWTH (MKT)4642888852,324$264,7500.01%
272THERMO FISHER SCIENTIFICTMO452$261,9110.01%
273LAM RESEARCH CORPLRCX1,520$260,1940.01%
274SCHWAB US DIVIDEND EQUITY ETF8085247979,482$260,0910.01%
275EMERSON ELECTRIC COEMR1,942$257,7440.01%
276FIDELITY ADVISOR GROWTH OPPORTUNITIES FUND CLASS A3158078341,229$256,8870.01%
277DIREXION DAILY FINANCIAL BULL 3X25459Y6941,520$255,8620.01%
278AFLAC INC.AFL2,318$255,6060.01%
279HUMANA INCHUM996$255,1060.01%
280MORGAN STANLEYMS-PQ1,429$253,6900.01%
281ISHARES S&P 500 GROWTH ETF4642873092,057$253,5460.01%
282JABIL INCJBL1,098$250,3660.01%
283WASTE MANAGEMENT INC94106L1091,129$248,0510.01%
284ISHARES SELECT DIVIDEND (MKT)4642871681,755$247,7000.01%
285APPLIED MATERIALS038222105944$242,5990.01%
286GALLAGHER ARTHUR J & CO363576109936$242,2280.01%
287SCHWAB STRATEGIC TR US LARGE CAP ETF8085242019,000$242,1900.01%
288CHUBB LIMITEDCB773$241,2690.01%
289VANGUARD LARGE CAP ETF (MKT)922908637761$239,5630.01%
290REPUBLIC SERVICES INC7607591001,130$239,4820.01%
291ISHARES 0-1 YEAR TREASURY BOND4642886792,172$239,2470.01%
292OBERWEIS SMALL CAP OPPORTUNITIES FUND INVESTOR CLASS6743753088,202$238,9270.01%
293LINDE PLCLIN558$237,9260.01%
294SYNOVUS FINANCIAL CORP87161C5014,746$237,5370.01%
295JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF46654Q7243,560$236,4910.01%
296HONEYWELL INTL4385161061,208$235,6690.01%
297PRINCIPAL MIDCAP BLEND FUND INST'L CLASS74253Q7475,488$234,9440.01%
298MORGAN STANLEY GLOBAL FRANCHISE PORTFOLIO FUND CLASS AMS-PQ8,188$234,8420.01%
299BRISTOL-MYERS SQUIBB COCELG-RI4,346$234,4260.01%
300VERIZON COMMUNICATIONS INCVZ5,634$229,4740.01%
301AT&T INC COMT-PC9,177$227,9570.01%
302CURTISS WRIGHT CORPORATIONCW410$226,0210.01%
303BLACKROCK FDG INCBLK210$224,7710.01%
304GE VERNOVA LLCGEV343$224,1750.01%
305T ROWE PRICE RETIREMENT 2030 FUND INVESTOR CLASS74149P3098,048$223,3390.01%
306CISCO SYSTEMS INCCSCO2,886$222,3080.01%
307NETFLIX INCNFLX2,363$221,5540.01%
308VANGUARD MID-CAP VALUE ETF (MKT)9229085121,247$221,1800.01%
309ORACLE CORPORCL-PD1,123$218,8840.01%
310HERSHEY COHSY1,200$218,3760.01%
311ISHARES US HEALTHCARE (MKT)4642877623,335$217,1090.01%
312FREEPORT-MCMORAN INCFCX4,241$215,3990.01%
313LOWES COMPANIES INC548661107890$214,6320.01%
314CINTASCTAS1,140$214,4000.01%
315LAM RESEARCH CORP NEWLRCX1,250$213,9750.01%
316DFA US SMALL CAP ETF25434V5003,071$213,9570.01%
317ALTRIA GROUP INCMO3,708$213,8040.01%
318REGIONS FINANCIAL CORP NEWRF-PF7,827$212,1120.01%
319ISHARES CORE DIVIDEND GROWTH ETF46434V6213,052$211,8700.01%
320EXXON MOBIL CORPXOM1,760$211,7980.01%
321STEEL DYNAMICS INC COMSTLD1,246$211,1350.01%
322WELLS FARGO & CO9497461012,257$210,3530.01%
323JANUS OVERSEAS FUND CLASS I47103C4643,593$206,3550.01%
324ENPRO INCNPO960$205,5650.01%
325CONOCOPHILLIPS COMCOP2,188$204,8190.01%
326ISHARES ULTRA SHORT TERM BOND ACTIVE ETF46434V8784,044$204,5460.01%
327BOSTON SCIENTIFIC CORPBSX2,137$203,7630.01%
328TRAVELERS COS INC COMTRV694$201,3020.01%
329GE VERNOVA INCGEV308$201,3010.01%
330CORNING INCGLW2,279$199,5490.01%
331ABBOTT LABSABLZF1,589$199,0860.01%
332CHURCHILL DOWNS INCCHDN1,733$197,1810.01%
333VANGUARD DIVIDEND APPRECIATION VIPERS921908844896$196,9230.01%
334STARBUCKS CORPSBUX2,338$196,8830.01%
335NETFLIX COM INCNFLX2,090$195,9580.01%
336AMGEN COMMONAMGN595$194,7490.01%
337APPLIED MATERIALS INC038222105750$192,7430.01%
338COLGATE PALMOLIVECL2,434$192,3350.01%
339PUTNAM LARGE CAP GROWTH FUND CLASS A7468028002,553$191,8230.01%
340GRAYSCALE COINDESK CRYPTO 5 ETFGDLC4,606$190,3350.01%
341FIRST TRUST DORSEY WRIGHT FOCUS33738R6053,000$188,7590.01%
342JPMORGAN EQUITY PREMIUM INCOME46641Q3323,292$188,4330.01%
343ISHARES RUSSELL MID-CAP GROWTH4642874811,371$187,7450.01%
344PAYCHEX INCPAYX1,668$187,1170.01%
345PUTNAM LARGE CAP VALUE FUND CLASS A7467451084,765$187,0280.01%
346ECOLAB INC.ECL703$184,5520.01%
347BOSTON SCIENTIFIC CORPBSX1,935$184,5020.01%
348SPDR S&P 500 (MKT)SPY266$181,3920.01%
349ISHARES RUSSELL MID-CAP VALUE4642874731,283$180,9670.01%
350ISHARES PHLX SOX SEMICONDUCTOR464287523600$180,6900.01%
351VANGUARD WORLD FD MEGA CAP 300 INDEX ETF921910873717$180,0890.01%
352ABBVIE INC SR NTABBV787$179,8220.01%
353ADOBE SYSTEMS INCADBE509$178,1450.01%
354THE TRAVELERS COMPANIES INCTRV613$177,8050.01%
355VANGUARD VALUE INDEX FUND ETF922908744928$177,2390.01%
356AMERICAN CENTURY US QUALITY0250723071,540$176,3610.01%
357LOCKHEED MARTIN CORPLMT363$175,5720.01%
358SEAGATE TECHNOLOGY HLDGS PUB LTDSE634$174,5970.01%
359DISNEY WALT CO2546871061,527$173,7250.01%
360DIMENSIONAL WORLD EX US CORE EQ25434V8805,295$173,3060.01%
361PARKER HANNIFIN CORPPH192$168,7610.01%
362GABELLI DIVIDEND & INCOME TRUST36242H1046,067$168,4810.01%
363CLOROX COCLX1,645$165,8650.01%
364ARTHUR J. GALLAGHER & CO363576109640$165,6260.01%
365CRANE CO NEWCR897$165,4340.01%
366CSX CORPCSX4,536$164,4300.01%
367ISHARES S&P MID-CAP 400 VALUE4642877051,248$164,2240.01%
368SOUTHSTATE BANK CORP84472E1021,744$164,1280.01%
369JANUS ENTERPRISE FUND CLASS I47103C7951,143$163,3130.01%
370CANADIAN NATIONAL RAILWAY CO1363751021,641$162,2130.01%
371STATE STREET CONSUMER81369Y4071,348$160,9660.01%
372INVESCO EXCHANGE TRADED FD TRIVZ840$160,9100.01%
373HEWLETT PACKARD ENTERPRISE COHPE-PC6,688$160,6460.01%
374MASTERCARD INCORPORATED CLASS A COMMONMA280$159,8460.01%
375CAPITAL GROUP DIVID VALUE ETF14020W1063,650$159,2860.01%
376VANGUARD MID-CAP VIPERS922908629547$158,7500.01%
377PRUDENTIAL FINANCIAL INCPUKPF1,390$156,9040.01%
378VANECK VECTORS SEMICONDUCTOR ETF92189F676434$156,2960.01%
379HOME DEPOT INCHD450$154,8450.01%
380CVS HEALTH CORPORATIONCVS1,949$154,6730.01%
381STATE STREET ENERGY SELECT81369Y5063,436$153,6230.01%
382FIDELITY 500 INDEX FUND INSTITUTIONAL PREMIUM CLASS315911750643$152,8430.01%
383BP PLC SPONS ADRBPPFF4,393$152,5690.01%
384COLGATE PALMOLIVE COCL1,925$152,1130.01%
385VANGUARD DIVIDEND APPREC IDX ETF921908844691$151,8680.01%
386QUANTA SERVICES INC74762E102359$151,5200.01%
387ISHARES CORE TOTAL US BOND4642872261,513$151,1180.01%
388DIMENSIONAL US MARKETWIDE VALUE ETF25434V7243,240$150,9520.01%
389BANK NEW YORK MELLON CORP0640581001,292$149,9890.01%
390DARDEN RESTAURANTS INCDRI810$149,0560.01%
391HP INCHPQ6,676$148,7410.01%
392AMERICAN EXPRESS COAXP400$147,9800.01%
393KIMBERLY CLARK CORPKMB1,442$145,4830.01%
394AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS F-229875E1002,396$144,6280.01%
395SPDR DOW JONES INDUSTRIAL78467X109300$144,1710.01%
396CORTEVA INCCTVA2,119$142,0370.01%
397ROYAL DUTCH SHELL PLCRYDAF1,933$142,0360.01%
398AIR PRODUCTS & CHEMICALSAIIR570$140,8010.01%
399VALERO ENERGYVLO863$140,4880.01%
400ACCENTURE PLCACN523$140,3220.01%
401EXPAND ENERGY CORPORATIONEXE1,244$137,2880.01%
402INGERSOLL RAND INCIR1,727$136,8130.01%
403JABIL CIRCUIT INCJBL597$136,1280.01%
404ISHARES SELECT DIVIDEND (MKT)464287168958$135,2120.01%
405ASML HLDG NV NY REGISTRY SHS NEW 2012 UNSPONSASMLF126$134,8020.01%
406INTERNATIONAL BUSINESS MACHINES CORPINTR455$134,7760.01%
407MASCO CORPMAS2,122$134,6620.01%
408SNAP-ON INCSNA386$133,0160.01%
409SCHWAB FUNDAMENTAL INTERNATIONAL8085247552,942$133,0080.01%
410EMERSON ELEC. CO.EMR1,000$132,7200.01%
411VANGUARD TOTAL INTERNATIONAL9219097681,754$132,3220.01%
412PRIMERICA INC COMPRI509$131,5050.01%
413VANGUARD REAL ESTATE ETF9229085531,473$130,3460.01%
414ENTERGY CORP NEWENO1,410$130,3260.01%
415AT&T INCT-PC5,234$130,0130.01%
416PROGRESSIVE CORP OH743315103569$129,5730.01%
417STATE STREET MATERIALS SELECT81369Y1002,846$129,0660.01%
418INVESCO RAFI US 1500 SMALL-MIDIVZ2,801$128,5370.01%
419CONOCOPHILLIPSCOP1,369$128,1540.01%
420VANGUARD MID-CAP INDEX FUND ADMIRAL CLASS922908645354$127,1330.01%
421DIMENSIONAL U.S. EQUITY MARKET25434V4011,705$126,4600.01%
422UNITED PARCEL SERVICEUPS1,272$126,1700.01%
423ALLSTATE CORPORATIONALL-PJ605$125,9310.01%
424SEI TAX-MANAGED LARGE CAP FUND CLASS F7839255713,089$125,7670.01%
425JOHNSON & JOHNSONJNJ604$124,9980.01%
426APPLOVIN CORPAPP184$123,9830.01%
427ISHARES S&P SMALL-CAP 600 VALUE4642878791,085$123,3870.01%
428DFA U.S. LARGE COMPANY FUND INST'L CLASS25434D8232,710$123,0110.01%
429HUNTINGTON INGALLS INDS446413106361$122,7650.01%
430SALESFORCECRM458$121,3280.01%
431ANALOG DEVICESADI446$120,9550.01%
432TARGET CORPTGT1,234$120,6250.01%
433TEXAS INSTRS INC882508104695$120,5760.01%
434UNION PAC CORPUNP508$117,5110.01%
435JP MORGAN MID CAP VALUE FUND CLASS L3391281003,679$117,3890.01%
436ISHARES US INDUSTRIALS (MKT)464287754788$116,7580.01%
437FEDEX CORP SR NTFDX400$115,5430.01%
438UNITED COMMUNITY BANK BLAIRSVILLE GAUNTCW3,699$115,4830.01%
439NEXTERA ENERGY INCNEE-PW1,432$114,9610.01%
440LOWES COMPANIES INC548661107475$114,5510.01%
441VALERO ENERGY CORP SR GLBLVLO697$113,4650.01%
442GENUINE PARTS CO.GPC920$113,1230.01%
443PNC FINANCIAL SERVICES GROUP693475105540$112,7150.01%
444RENAISSANCERE HOLDINGSRNR-PG400$112,4640.01%
445VANGUARD TARGET RETIREMENT FUND 2045 INVESTOR CLASS92202E6073,237$112,4640.01%
446IMPERIAL OIL LTDIMO1,300$112,2030.01%
447FNMA CORP31358610910,450$112,1290.01%
448PROASSURANCE CORPPRA4,634$111,9580.01%
449S&P GLOBAL INCSPGI213$111,3120.01%
450SOUTHWEST AIRLINES CO8447411082,684$110,9300.01%
451INGREDION INCINGR1,000$110,2600.01%
452SYSCO CORPSYY1,496$110,2400.01%
453SEAGATE TECHNOLOGY HLDNGS PLCSE400$110,1560.01%
454W W GRAINGER, INC384802104109$109,9860.01%
455SCHWAB FUNDAMENTAL US LARGE CO INDEX FUND8085094423,376$108,2800.01%
456CARRIER GLOBAL CORPORATIONCARR2,041$107,8470.01%
457PNC FINANCIAL SERVICES GROUP693475105515$107,4960.01%
4583M CO COMMMM671$107,4270.01%
459PAYPAL HLDGS INCPYPL1,834$107,0690.01%
460STATE STREET SPDR BLOOMBERG78464A3591,196$106,6830.01%
461AON PLCAON302$106,5700.01%
462GENERAL MILLS INC3703341042,282$106,1140.01%
463ELEVANCE HEALTH INCELV301$105,5160.01%
464CMS ENERGY CORPCMS-PC1,495$104,5450.01%
465FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I3159208018,606$104,0490.01%
466PALO ALTO NETWORKS INCPANW564$103,8890.01%
467IQVIA HOLDINGS INC.IQV459$103,4630.01%
468KLA-TENCOR CORPKLAC85$103,2820.01%
469TEXAS INSTRUMENTS INC.882508104595$103,2270.01%
470THE CLOROX COCLX1,000$100,8300.01%
471AB SMALL CAP GROWTH FUND ADVISOR CLASS01877E5031,291$99,7340.01%
472FIRST TRUST LONG/SHORT EQUITY33739P1031,400$99,3860.01%
473ISHARES MSCI EAFE VALUE ETF4642888771,391$99,3310.01%
474JOHNSON CTLS INTL PLC SHSG51502105829$99,2730.01%
475L3HARRIS TECHNOLOGIES INC COMLHX338$99,2270.01%
476TRANSDIGM GROUP INCTDG74$98,4080.01%
477VANGUARD SMALL CAP GROWTH INDEX FUND ADMIRAL CLASS921937710926$98,2880.01%
478CANADIAN PACIFIC KANSAS CITYCP1,325$97,5600.01%
479FORTINET INC COMFTNT1,228$97,5150.01%
480QUANTA SERVICES INC74762E102231$97,4960.01%
481ADVANCED MICRO DEVICES INCAMD454$97,2290.01%
482NUCOR CORPNUE595$97,0500.01%
483COMERICA INC2003401071,116$97,0140.01%
484TARGET CORP COMTGT989$96,6750.01%
485GENERAL DYNAMICS CORPGD286$96,2850.01%
486VANGUARD SMALL-CAP VIPERS922908751373$96,2150.01%
487AMERICAN FUNDS GROWTH FUND CLASS C3998743041,430$96,2140.01%
488PHILLIPS 66PSX743$95,8750.01%
489QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF5007677365,000$95,8000.01%
490VULCAN MATERIALS COMPANY929160109335$95,5490.01%
491AGILENT TECHNOLOGIES INCA700$95,2490.01%
492WILLIAMS SONOMA INCWSM530$94,6530.01%
493DUKE ENERGY CORPDUKB806$94,4710.01%
494PACER FDS TR US CASH COWS 10069374H8811,568$94,3470.01%
495DARDEN RESTAURANTS INCDRI510$93,8510.01%
496STATE STREET SPDR S&P BIOTECH ETF78464A870765$93,2760.01%
497VANGUARD WINDSOR II FUND INVESTOR CLASS9220182051,977$92,9680.01%
498TOPBUILD CORP COMBLD222$92,6160.01%
499GILEAD SCIENCE INC.GILD742$91,0730.01%
500DIMENSIONAL SHORT DURATION FIXED25434V8641,894$90,8170.01%