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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

RMB Capital Management, LLC

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000968

Total Value
$5.77B
Positions
1,541
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT415,173$200.8M3.70%
2APPLE INCAAPL430,903$117.1M2.16%
3NVIDIA CORPORATIONNVDA624,213$116.4M2.14%
4JPMORGAN CHASE & CO.VYLD356,376$114.8M2.12%
5AMAZON COM INCAMZN488,409$112.7M2.08%
6ALPHABET INCGOOG333,288$104.3M1.92%
7SCHWAB STRATEGIC TR8085242013,340,202$89.9M1.66%
8VISA INCV226,507$79.4M1.46%
9ISHARES TR46428720098,111$67.2M1.24%
10ALPHABET INCGOOG211,976$66.5M1.23%
11DANAHER CORPORATION235851102262,716$60.2M1.11%
12AMETEK INCAME283,344$58.2M1.07%
13ISHARES TR46432F842615,412$55.1M1.01%
14ELI LILLY & COLLY50,329$54.1M1.00%
15APPLE INCAAPL198,874$54.1M1.00%
16WHIRLPOOL CORPWHR-PA720,201$52.0M0.96%
17MICROSOFT CORPMSFT106,475$51.5M0.95%
18BROADCOM INCAVGO144,703$50.1M0.92%
19TYLER TECHNOLOGIES INCTYL107,385$48.7M0.90%
20ISHARES TR464288661394,189$47.0M0.87%
21SYNOPSYS INCSNPS97,280$45.7M0.84%
22TJX COS INC NEW872540109293,185$45.0M0.83%
23BOOKING HOLDINGS INCBKNG8,343$44.7M0.82%
24SPDR S&P 500 ETF TRSPY64,387$44.0M0.81%
25MERCK & CO INCMRK403,642$42.8M0.79%
26SPDR GOLD TRGLD104,960$41.6M0.77%
27SALESFORCE INCCRM156,775$41.6M0.77%
28BERKSHIRE HATHAWAY INC DELBRK-A78,890$39.7M0.73%
29FAIR ISAAC CORPFICO23,180$39.2M0.72%
30RTX CORPORATIONRTX196,855$36.1M0.67%
31NORDSON CORPNDSN147,919$35.7M0.66%
32PALO ALTO NETWORKS INCPANW193,445$35.6M0.66%
33META PLATFORMS INCMETA53,743$35.5M0.65%
34ISHARES TR464287457425,098$35.2M0.65%
35SPDR S&P 500 ETF TRSPY50,686$34.7M0.64%
36ISHARES TR464287671203,547$34.2M0.63%
37MONOLITHIC PWR SYS INC60983910535,369$32.1M0.59%
38ANALOG DEVICES INCADI117,873$32.0M0.59%
39BLACKROCK INCBLK29,690$31.8M0.59%
40ISHARES TR464287663297,560$30.5M0.56%
41CURTISS WRIGHT CORPCW54,852$30.2M0.56%
42PHILIP MORRIS INTL INC718172109181,400$29.4M0.54%
43CROWDSTRIKE HLDGS INCCRWD60,658$28.4M0.52%
44INTERNATIONAL BUSINESS MACHSINTR93,745$27.8M0.51%
45SCHWAB STRATEGIC TR8085248051,154,301$27.7M0.51%
46FEDERAL RLTY INVT TR NEW313745101270,743$27.3M0.50%
47IDEXX LABS INC45168D10438,735$26.2M0.48%
48LUMEN TECHNOLOGIES INCLUMN3,365,339$26.1M0.48%
49ISHARES INC46434G764349,937$25.4M0.47%
50STRYKER CORPORATIONSYK71,629$25.2M0.46%
51ISHARES TR46428720036,810$25.2M0.46%
52S&P GLOBAL INCSPGI47,566$24.9M0.46%
53SCHWAB STRATEGIC TR808524508824,727$24.8M0.46%
54HUBBELL INCHUBB55,566$24.7M0.45%
55EAGLE MATLS INC26969P108118,808$24.6M0.45%
56NVIDIA CORPORATIONNVDA130,337$24.3M0.45%
57EOG RES INCEOG228,769$24.0M0.44%
58EASTGROUP PPTYS INC277276101134,032$24.0M0.44%
59J P MORGAN EXCHANGE TRADED F46654Q575443,142$22.7M0.42%
60WATSCO INCWSO-B66,744$22.5M0.41%
61RBC BEARINGS INCRBC49,475$22.2M0.41%
62ALPHABET INCGOOG69,804$21.8M0.40%
63JOHNSON & JOHNSONJNJ103,176$21.4M0.39%
64APPLIED INDL TECHNOLOGIES IN03820C10581,846$21.0M0.39%
65INTERNATIONAL PAPER CO460146103512,265$20.2M0.37%
66HUNTINGTON BANCSHARES INCHBANP1,141,615$20.0M0.37%
67WEST PHARMACEUTICAL SVSC INC95530610571,455$19.7M0.36%
68ALPHABET INCGOOG62,610$19.6M0.36%
69M & T BK CORP55261F10496,887$19.5M0.36%
70KINDER MORGAN INC DELEP-PC704,719$19.4M0.36%
71CARPENTER TECHNOLOGY CORPCRS61,476$19.4M0.36%
72REPLIGEN CORPRGEN117,785$19.3M0.36%
73STOCK YDS BANCORP INC861025104290,613$18.9M0.35%
74ISHARES TR46435U713357,584$18.8M0.35%
75SPDR SERIES TRUST78464A698290,230$18.8M0.35%
76ISHARES INC46434G103277,745$18.7M0.34%
77PROGRESSIVE CORP74331510380,136$18.2M0.34%
78SCHWAB STRATEGIC TR808524797662,651$18.2M0.33%
79ISHARES TR464287465184,658$17.7M0.33%
80JPMORGAN CHASE & CO.VYLD54,864$17.7M0.33%
81ISHARES TR464287465183,980$17.7M0.33%
82AMERICAN FINL GROUP INC OHIO025932104127,577$17.4M0.32%
83MORGAN STANLEYMS-PQ97,846$17.4M0.32%
84RANGE RES CORPRRC492,074$17.4M0.32%
85IDEX CORP45167R10497,311$17.3M0.32%
86SEACOAST BKG CORP FLASE549,267$17.3M0.32%
87CLOUDFLARE INCNET86,197$17.0M0.31%
88TRICO BANCSHARESTCBK348,875$16.5M0.30%
89KADANT INCKAI57,502$16.4M0.30%
90MONGODB INCMDB38,685$16.2M0.30%
91ABACUS GLOBAL MGMT INC00258Y1041,862,500$15.9M0.29%
92ISHARES TR464287804132,181$15.9M0.29%
93EQUITY BANCSHARES INCEQBK353,186$15.8M0.29%
94MASTERCARD INCORPORATEDMA27,172$15.5M0.29%
95ISHARES TR464287507234,472$15.5M0.29%
96CRH PLCCRH118,676$14.8M0.27%
97AMAZON COM INCAMZN63,637$14.7M0.27%
98BJS WHSL CLUB HLDGS INC05550J101162,876$14.7M0.27%
99BERKLEY W R CORPWRB-PH208,466$14.6M0.27%
100PRIMIS FINANCIAL CORPFRST1,004,154$14.0M0.26%
101APPLIED MATLS INC03822210552,973$13.6M0.25%
102MERIT MED SYS INC589889104153,505$13.5M0.25%
103STIFEL FINL CORP860630102107,698$13.5M0.25%
104SCHWAB CHARLES CORPSCHW-PJ134,578$13.4M0.25%
105VISTEON CORPVC140,307$13.3M0.25%
106THERMO FISHER SCIENTIFIC INCTMO22,291$12.9M0.24%
107SPDR S&P MIDCAP 400 ETF TRMDY21,083$12.8M0.24%
108APTARGROUP INCATR104,441$12.7M0.23%
109NORTHROP GRUMMAN CORPNOC22,090$12.6M0.23%
110RPM INTL INC749685103120,859$12.6M0.23%
111POTLATCHDELTIC CORPORATION737630103314,424$12.5M0.23%
112CHEVRON CORP NEWCVX80,537$12.3M0.23%
113THERMO FISHER SCIENTIFIC INCTMO20,855$12.1M0.22%
114VERIZON COMMUNICATIONS INCVZ295,273$12.0M0.22%
115BWX TECHNOLOGIES INCBWXT68,916$11.9M0.22%
116WINTRUST FINL CORP97650W10885,056$11.9M0.22%
117VERSABANK NEWVBNK783,470$11.7M0.22%
118EQUINIX INCEQIX15,208$11.7M0.21%
119TESLA INCTSLA25,429$11.4M0.21%
120ISHARES TR46435G268151,969$11.4M0.21%
121COOPER COS INC216648501135,270$11.1M0.20%
122FIRST HORIZON CORPORATIONFHN-PH453,164$10.8M0.20%
123ABBVIE INCABBV47,384$10.8M0.20%
124PURE STORAGE INC74624M102161,516$10.8M0.20%
125POOL CORPPOOL47,127$10.8M0.20%
126ISHARES TR46428780489,519$10.8M0.20%
127CHESAPEAKE UTILS CORP16530310884,738$10.6M0.20%
128ELI LILLY & COLLY9,731$10.5M0.19%
129EXACT SCIENCES CORP30063P105102,535$10.4M0.19%
130SNOWFLAKE INCSNOW47,410$10.4M0.19%
131TEXAS ROADHOUSE INCTXRH62,482$10.4M0.19%
132VANGUARD SPECIALIZED FUNDS92190884447,124$10.4M0.19%
133GILEAD SCIENCES INCGILD84,142$10.3M0.19%
134WELLS FARGO CO NEW949746101110,156$10.3M0.19%
135Q2 HLDGS INCQTWO141,402$10.2M0.19%
136BIOLIFE SOLUTIONS INCBLFS421,517$10.2M0.19%
137SPDR S&P MIDCAP 400 ETF TRMDY16,749$10.1M0.19%
138VISA INCV28,886$10.1M0.19%
139MECHANICS BANCORPMCHB689,630$10.1M0.19%
140CLEARWATER ANALYTICS HLDGS ICWAN413,997$10.0M0.18%
141ING GROEP N.V.INGVF351,185$9.8M0.18%
142ENSIGN GROUP INCENSG56,326$9.8M0.18%
143US FOODS HLDG CORPUSFD129,673$9.8M0.18%
144ROYAL GOLD INCRGLD43,921$9.8M0.18%
145RENASANT CORPRNST277,115$9.8M0.18%
146TJX COS INC NEW87254010962,676$9.6M0.18%
147VANGUARD INDEX FDS92290876928,660$9.6M0.18%
148ASTRAZENECA PLCAZN103,531$9.5M0.18%
149BERKSHIRE HATHAWAY INC DELBRK-A18,512$9.3M0.17%
150SSGA ACTIVE ETF TR78467V848230,082$9.3M0.17%
151CHUBB LIMITEDCB29,582$9.3M0.17%
152ISHARES TR46432F842103,216$9.2M0.17%
153CASEYS GEN STORES INC14752810316,683$9.2M0.17%
154MARSH & MCLENNAN COS INC57174810249,685$9.2M0.17%
155CISCO SYS INCCSCO118,992$9.2M0.17%
156SHELL PLCRYDAF124,292$9.1M0.17%
157ISHARES TR46428761419,278$9.1M0.17%
158ISHARES TR46428748165,707$9.0M0.17%
159WISDOMTREE TRWT99,802$8.9M0.16%
160INSTALLED BLDG PRODS INC45780R10134,334$8.9M0.16%
161ASML HOLDING N VASMLF8,250$8.8M0.16%
162VANECK ETF TRUST92189H748166,074$8.8M0.16%
163COMMERCIAL BANCGROUP INCCBK356,682$8.8M0.16%
164VANGUARD WORLD FD92204A70211,585$8.7M0.16%
165VANGUARD WORLD FD92204A70211,577$8.7M0.16%
166VANGUARD SPECIALIZED FUNDS92190884439,588$8.7M0.16%
167TARGET CORPTGT88,896$8.7M0.16%
168BADGER METER INCBMI49,657$8.7M0.16%
169ISHARES TR46428762223,131$8.6M0.16%
170MONDAY COM LTDMNDY58,341$8.6M0.16%
171SSGA ACTIVE ETF TR78467V103271,419$8.5M0.16%
172COMCAST CORP NEWCCZ282,832$8.5M0.16%
173VANGUARD INDEX FDS92290873617,285$8.4M0.16%
174BP PLCBPPFF242,601$8.4M0.16%
175BARCLAYS PLCBCLYF330,580$8.4M0.15%
176WISDOMTREE TRWT92,907$8.3M0.15%
177USCB FINANCIAL HOLDINGS INCUSCB448,636$8.3M0.15%
178ABBVIE INCABBV35,963$8.2M0.15%
179ILLINOIS TOOL WKS INC45230810932,475$8.1M0.15%
180ISHARES TR464288273103,276$8.0M0.15%
181ABBOTT LABSABLZF63,313$7.9M0.15%
182META PLATFORMS INCMETA11,968$7.9M0.15%
183ZSCALER INCZS35,017$7.9M0.15%
184BROADCOM INCAVGO22,732$7.9M0.14%
185NOVARTIS AGNVSEF56,904$7.8M0.14%
186ABBOTT LABSABLZF61,999$7.8M0.14%
187DATADOG INCDDOG56,463$7.7M0.14%
188SCHWAB STRATEGIC TR808524607265,480$7.6M0.14%
189ORIGIN BANCORP INCOBK200,000$7.5M0.14%
190AAON INCAAON98,552$7.5M0.14%
191WISDOMTREE TRWT145,102$7.5M0.14%
192ANHEUSER BUSCH INBEV SA/NVBUDFF115,967$7.4M0.14%
193CYBERARK SOFTWARE LTDM2682V10816,644$7.4M0.14%
194TANGER INCSKT220,564$7.4M0.14%
195CME GROUP INCCME26,923$7.4M0.14%
196ISHARES TR46428761415,312$7.2M0.13%
197DIAMONDBACK ENERGY INCFANG46,397$7.0M0.13%
198BRIGHT HORIZONS FAM SOL IN D10919410068,521$6.9M0.13%
199VANGUARD INTL EQUITY INDEX F92204277593,981$6.9M0.13%
200DEVON ENERGY CORP NEW25179M103186,866$6.8M0.13%
201DICKS SPORTING GOODS INC25339310233,888$6.7M0.12%
202FB FINL CORP30257X104120,000$6.7M0.12%
203HOME DEPOT INCHD19,247$6.6M0.12%
204MIDWESTONE FINL GROUP INC NE598511103170,903$6.6M0.12%
205BUSINESS FIRST BANCSHARES INBFST250,000$6.5M0.12%
206ISHARES TR46428748147,303$6.5M0.12%
207CARDINAL HEALTH INCCAH31,004$6.4M0.12%
208HOME DEPOT INCHD18,401$6.3M0.12%
209WISDOMTREE TRWT126,305$6.1M0.11%
210ADVANCED MICRO DEVICES INCAMD28,697$6.1M0.11%
211SCHWAB STRATEGIC TR808524201221,624$6.0M0.11%
212WISDOMTREE TRWT121,921$5.9M0.11%
213DISNEY WALT CO25468710651,165$5.9M0.11%
214BOOKING HOLDINGS INCBKNG1,094$5.9M0.11%
215AMERANT BANCORP INCAMTB300,000$5.9M0.11%
216PEPSICO INCPEP40,320$5.8M0.11%
217LOWES COS INC54866110724,206$5.8M0.11%
218INTUITINTU8,797$5.8M0.11%
219ORACLE CORPORCL-PD29,857$5.8M0.11%
220VANGUARD INDEX FDS92290862919,913$5.8M0.11%
221SPDR SERIES TRUST78464A87047,107$5.7M0.11%
222OMNICELL COMOMCL126,016$5.7M0.11%
223AVIDBANK HLDGS INCAVBH214,875$5.7M0.11%
224COASTALSOUTH BANCSHARES INCCOSO243,461$5.7M0.10%
225AMGEN INCAMGN17,196$5.6M0.10%
226ISHARES TR464287234102,574$5.6M0.10%
227WISDOMTREE TRWT165,025$5.5M0.10%
228VANGUARD INDEX FDS9229083638,786$5.5M0.10%
229SPDR SERIES TRUST78468R788124,700$5.4M0.10%
230BERKSHIRE HATHAWAY INC DELBRK-A7$5.3M0.10%
231FIRST WESTN FINL INC33751L105197,056$5.3M0.10%
232ALTRIA GROUP INCMO88,501$5.2M0.10%
233VANGUARD SCOTTSDALE FDS92206C70686,692$5.2M0.10%
234JOHNSON & JOHNSONJNJ25,071$5.2M0.10%
235ISHARES TR46436E71851,048$5.1M0.09%
236ROPER TECHNOLOGIES INCROP11,401$5.1M0.09%
237VANGUARD INTL EQUITY INDEX F92204277568,576$5.0M0.09%
238FIRSTSUN CAP BANCORP33767U107133,725$5.0M0.09%
239UNION PAC CORPUNP21,506$5.0M0.09%
240BANC OF CALIFORNIA INCBANC-PF253,707$4.9M0.09%
241DATADOG INCDDOG35,887$4.9M0.09%
242MITSUBISHI UFJ FINL GROUP IN606822104307,199$4.9M0.09%
243ISHARES TR46428765519,465$4.8M0.09%
244SIMMONS 1ST NATL CORP828730200250,868$4.7M0.09%
245DOW INCDOW200,012$4.7M0.09%
246S&P GLOBAL INCSPGI8,931$4.7M0.09%
247MASTERCARD INCORPORATEDMA8,172$4.7M0.09%
248ATLASSIAN CORPORATIONTEAM28,649$4.6M0.09%
249SALESFORCE INCCRM17,402$4.6M0.09%
250RTX CORPORATIONRTX24,987$4.6M0.08%
251CALIFORNIA BANCORPBCAL243,675$4.5M0.08%
252CIVISTA BANCSHARES INCCIVB201,090$4.5M0.08%
253ISHARES TR46428749946,371$4.5M0.08%
254DONALDSON INCDCI50,192$4.5M0.08%
255MARKEL GROUP INCMKL2,069$4.4M0.08%
256ISHARES TR46428762211,795$4.4M0.08%
257TRANE TECHNOLOGIES PLCTT11,272$4.4M0.08%
258ISHARES TR46428768911,278$4.4M0.08%
259PALO ALTO NETWORKS INCPANW23,645$4.4M0.08%
260CATERPILLAR INCCAT7,550$4.3M0.08%
261DANAHER CORPORATION23585110218,859$4.3M0.08%
262VANGUARD TAX-MANAGED FDS92194385868,140$4.3M0.08%
263MKS INC.MKSI26,560$4.2M0.08%
264HEICO CORP NEWHEI-A13,046$4.2M0.08%
265CENTRAL BANCOMPANYCBC174,830$4.2M0.08%
266MATADOR RES COMTDR98,983$4.2M0.08%
267MERCK & CO INCMRK39,580$4.2M0.08%
268SCHWAB STRATEGIC TR808524839175,404$4.1M0.08%
269PEPSICO INCPEP28,262$4.1M0.08%
270MORGAN STANLEYMS-PQ22,749$4.0M0.07%
271VANGUARD INDEX FDS92290874420,972$4.0M0.07%
272ADOBE INCADBE11,402$4.0M0.07%
273INVESCO EXCH TRADED FD TR IIIVZ55,337$4.0M0.07%
274ITT INCITT22,546$3.9M0.07%
275ACCENTURE PLC IRELANDACN14,415$3.9M0.07%
276VANGUARD INDEX FDS92290862913,309$3.9M0.07%
277AMERICAN TOWER CORP NEW03027X10021,371$3.8M0.07%
278FLAGSTAR BANK NATIONAL ASSOCFLG-PU299,802$3.8M0.07%
279ATLANTIC UN BANKSHARES CORP04911A107106,516$3.8M0.07%
280WALMART INCWMT33,607$3.7M0.07%
281PROGRESSIVE CORP74331510316,312$3.7M0.07%
282STEEL DYNAMICS INCSTLD21,541$3.7M0.07%
283BYLINE BANCORP INCBY125,000$3.6M0.07%
284FIRST MERCHANTS CORPFRMEP96,871$3.6M0.07%
285SPDR GOLD TRGLD9,070$3.6M0.07%
286INTERNATIONAL BUSINESS MACHSINTR12,103$3.6M0.07%
287ISHARES TR46428750754,026$3.6M0.07%
288HUBSPOT INCHUBS8,861$3.6M0.07%
289DIMENSIONAL ETF TRUST25434V70889,261$3.5M0.07%
290WISDOMTREE TRWT68,236$3.5M0.06%
291EXXON MOBIL CORPXOM29,119$3.5M0.06%
292WISDOMTREE TRWT24,120$3.5M0.06%
293PIMCO ETF TR72201R83334,305$3.5M0.06%
294ESSENTIAL PPTYS RLTY TR INC29670E107116,128$3.4M0.06%
295COASTAL FINL CORP WA19046P20930,000$3.4M0.06%
296PHILIP MORRIS INTL INC71817210921,157$3.4M0.06%
297TESLA INCTSLA7,605$3.4M0.06%
298WEBSTER FINL CORP94789010954,080$3.4M0.06%
299WINTRUST FINL CORP97650W10823,810$3.3M0.06%
300AVERY DENNISON CORPAVY18,214$3.3M0.06%
301ISHARES INC46434G76444,848$3.3M0.06%
302CHUBB LIMITEDCB10,412$3.3M0.06%
303SCHWAB STRATEGIC TR80852430099,902$3.3M0.06%
304LOWES COS INC54866110713,461$3.2M0.06%
305AIR PRODS & CHEMS INCAIIR13,052$3.2M0.06%
306MCDONALDS CORPMCD10,543$3.2M0.06%
307ISHARES TR46428943811,592$3.2M0.06%
308AMPHENOL CORP NEW03209510123,425$3.2M0.06%
309VANGUARD INTL EQUITY INDEX F92204274222,434$3.2M0.06%
310J P MORGAN EXCHANGE TRADED F46654Q57561,718$3.2M0.06%
311FINANCIAL INSTNS INC317585404100,000$3.1M0.06%
312EMERSON ELEC COEMR23,217$3.1M0.06%
313VANGUARD SCOTTSDALE FDS92206C10252,110$3.1M0.06%
314WELLS FARGO CO NEW9497468042,515$3.0M0.06%
315STRYKER CORPORATIONSYK8,618$3.0M0.06%
316PROCORE TECHNOLOGIES INCPCOR41,557$3.0M0.06%
317SONOCO PRODS CO83549510269,232$3.0M0.06%
318ISHARES TR46428765512,211$3.0M0.06%
319STMICROELECTRONICS N VSTMEF115,126$3.0M0.06%
320COPART INCCPRT75,476$3.0M0.05%
321ISHARES TR46428715019,813$2.9M0.05%
322ILLINOIS TOOL WKS INC45230810911,760$2.9M0.05%
3233M COMMM18,045$2.9M0.05%
324COSTCO WHSL CORP NEW22160K1053,318$2.9M0.05%
325INTUITINTU4,316$2.9M0.05%
326NORTHERN TR CORPNTRSO20,698$2.8M0.05%
327ANALOG DEVICES INCADI10,466$2.8M0.05%
328KLA CORPKLAC2,291$2.8M0.05%
329NORTHPOINTE BANCSHARES INC.NPB165,614$2.8M0.05%
330PINNACLE FINL PARTNERS INC72346Q10428,638$2.7M0.05%
331VANGUARD STAR FDS92190976836,015$2.7M0.05%
332WISDOMTREE TRWT50,944$2.7M0.05%
333EATON CORP PLCETN8,395$2.7M0.05%
334FASTENAL COFAST66,180$2.7M0.05%
335UNION PAC CORPUNP11,462$2.7M0.05%
336FISERV INCFISV39,374$2.6M0.05%
337CRISPR THERAPEUTICS AGCRSP50,155$2.6M0.05%
338PROCTER AND GAMBLE CO74271810918,151$2.6M0.05%
339CANADIAN PACIFIC KANSAS CITYCP35,112$2.6M0.05%
340ROYAL BK CDA78008710215,175$2.6M0.05%
341DYNATRACE INCDT59,606$2.6M0.05%
342AMGEN INCAMGN7,884$2.6M0.05%
343BRISTOL-MYERS SQUIBB COCELG-RI47,732$2.6M0.05%
344NICOLET BANKSHARES INCNIC21,136$2.6M0.05%
345TRIMBLE INCTRMB32,703$2.6M0.05%
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348INVESCO QQQ TRIVZ4,075$2.5M0.05%
349AMERIS BANCORPABCB33,684$2.5M0.05%
350SYNOPSYS INCSNPS5,288$2.5M0.05%
351FIRST FNDTN INC32026V104400,735$2.5M0.05%
352HONEYWELL INTL INC43851610612,599$2.5M0.05%
353DEERE & CODE5,230$2.4M0.05%
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355NVR INCNVR329$2.4M0.04%
356INVESCO EXCHANGE TRADED FD TIVZ12,357$2.4M0.04%
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358SHORE BANCSHARES INCSHBI133,371$2.4M0.04%
359BEACON FINANCIAL CORP.BBT87,062$2.3M0.04%
360CAPITAL ONE FINL CORP14040H1059,430$2.3M0.04%
361PROVIDENT FINL SVCS INC74386T105115,435$2.3M0.04%
362PIMCO ETF TR72201R83322,271$2.2M0.04%
363JFROG LTDFROG34,727$2.2M0.04%
364VANECK ETF TRUST92189F10625,170$2.2M0.04%
365RIO TINTO PLCRTNTF26,817$2.1M0.04%
366TYLER TECHNOLOGIES INCTYL4,727$2.1M0.04%
367RELIANCE INCRS7,390$2.1M0.04%
368CARLISLE COS INC1423391006,627$2.1M0.04%
369BRIDGEWATER BANCSHARES INCBWBBP120,000$2.1M0.04%
370UNITEDHEALTH GROUP INCUNH6,363$2.1M0.04%
371US BANCORP DELUSB-PS38,907$2.1M0.04%
372BIO-TECHNE CORPTECH35,470$2.1M0.04%
373APPLIED MATLS INC0382221058,042$2.1M0.04%
374ISHARES TR46428767112,224$2.1M0.04%
375SOUTHSTATE BK CORP84472E10221,778$2.0M0.04%
376AMERIPRISE FINL INC03076C1064,174$2.0M0.04%
377GE AEROSPACE3696043016,604$2.0M0.04%
378NORDSON CORPNDSN8,373$2.0M0.04%
379HOMETRUST BANCSHARES INCHTB46,847$2.0M0.04%
380BANK AMERICA CORP0605056821,581$2.0M0.04%
381GE VERNOVA INCGEV3,004$2.0M0.04%
382WELLS FARGO CO NEW94974610121,057$2.0M0.04%
383OLD SECOND BANCORP INC ILLOSBC100,496$2.0M0.04%
384KINDER MORGAN INC DELEP-PC70,691$1.9M0.04%
385ISHARES TR46428730915,717$1.9M0.04%
386ISHARES TR46428722619,316$1.9M0.04%
387VIKING THERAPEUTICS INCVKTX54,806$1.9M0.04%
388EA SERIES TRUST02072L53282,395$1.9M0.04%
389DIMENSIONAL ETF TRUST25434V72440,893$1.9M0.04%
390US BANCORP DELUSB-PS35,140$1.9M0.03%
391PNC FINL SVCS GROUP INC6934751059,061$1.9M0.03%
392PRUDENTIAL FINL INCPUKPF16,693$1.9M0.03%
393SPDR SERIES TRUST78468R66320,584$1.9M0.03%
394PALANTIR TECHNOLOGIES INCPLTR10,571$1.9M0.03%
395ISHARES TR46428868760,470$1.9M0.03%
396ISHARES TR46428942020,368$1.9M0.03%
397LISTED FDS TR53656G49828,349$1.9M0.03%
398CME GROUP INCCME6,823$1.9M0.03%
399AMETEK INCAME9,054$1.9M0.03%
400LOCKHEED MARTIN CORPLMT3,831$1.9M0.03%
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402VERACYTE INCVCYT43,875$1.8M0.03%
403WILLIAMS COS INC96945710030,698$1.8M0.03%
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405ISHARES TR46428716813,009$1.8M0.03%
406CARTER BANKSHARES INCCARE93,295$1.8M0.03%
407TEXAS INSTRS INC88250810410,510$1.8M0.03%
408VANGUARD TAX-MANAGED FDS92194385829,138$1.8M0.03%
409ISHARES TR46428749918,902$1.8M0.03%
410INVESCO EXCHANGE TRADED FD TIVZ9,486$1.8M0.03%
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412NEXTERA ENERGY INCNEE-PW22,525$1.8M0.03%
413AMPLIFY ETF TR03210866422,418$1.8M0.03%
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415CENTENE CORP DELCNC43,677$1.8M0.03%
416FIDELITY COVINGTON TRUST3160928087,996$1.8M0.03%
417BLACKROCK INCBLK1,670$1.8M0.03%
418ONEOK INC NEWOKE24,302$1.8M0.03%
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420SERVICENOW INCNOW11,642$1.8M0.03%
421GRAYSCALE BITCOIN TRUST ETFGBTC26,054$1.8M0.03%
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423ISHARES INC46434G10326,249$1.8M0.03%
424LOCKHEED MARTIN CORPLMT3,629$1.8M0.03%
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426ATLASSIAN CORPORATIONTEAM10,756$1.7M0.03%
427DOW INCDOW73,728$1.7M0.03%
428LIVE OAK BANCSHARES INCLOB-PA50,000$1.7M0.03%
429STERIS PLCSTE6,750$1.7M0.03%
430PG&E CORPPCG-PX105,795$1.7M0.03%
431NETFLIX INCNFLX18,174$1.7M0.03%
432PHILLIPS 66PSX13,194$1.7M0.03%
433SCHWAB STRATEGIC TR80852479761,961$1.7M0.03%
434MPLX LPMPLXP31,448$1.7M0.03%
435RPM INTL INC74968510316,101$1.7M0.03%
436COCA COLA COKO23,943$1.7M0.03%
437WISDOMTREE TRWT49,902$1.7M0.03%
438GLOBAL X FDS37954Y88920,151$1.7M0.03%
439WISDOMTREE TRWT11,363$1.6M0.03%
440EQUINIX INCEQIX2,133$1.6M0.03%
441NASDAQ INCNDAQ16,816$1.6M0.03%
442ARISTA NETWORKS INCANET12,407$1.6M0.03%
443AIRBNB INCABNB11,930$1.6M0.03%
444PTC INCPTC9,289$1.6M0.03%
445INTUITIVE SURGICAL INCISRG2,852$1.6M0.03%
446GLOBAL X FDS37954Y36842,848$1.6M0.03%
447NORTHERN TR CORPNTRSO11,724$1.6M0.03%
448VANGUARD SCOTTSDALE FDS92206C68013,083$1.6M0.03%
449INVESCO EXCH TRADED FD TR IIIVZ22,066$1.6M0.03%
450COMFORT SYS USA INC1999081041,685$1.6M0.03%
451DUKE ENERGY CORP NEWDUKB13,337$1.6M0.03%
452INTERCONTINENTAL EXCHANGE IN45866F1049,595$1.6M0.03%
453ISHARES TR46434V10030,646$1.6M0.03%
454GRIFFON CORPGFF21,065$1.6M0.03%
455TEXAS INSTRS INC8825081048,864$1.5M0.03%
456DISNEY WALT CO25468710613,448$1.5M0.03%
457ENERGY TRANSFER L PET-PI92,610$1.5M0.03%
458SCHWAB STRATEGIC TR80852410258,096$1.5M0.03%
459APPLE INCAAPL5,600$1.5M0.03%
460ISHARES TR4642876893,900$1.5M0.03%
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463WEC ENERGY GROUP INCWEC14,095$1.5M0.03%
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465GE AEROSPACE3696043014,735$1.5M0.03%
466RAYMOND JAMES FINL INC7547301099,082$1.5M0.03%
467DIMENSIONAL ETF TRUST25434V60924,479$1.5M0.03%
468ENTERPRISE PRODS PARTNERS L29379210745,413$1.5M0.03%
469BROOKFIELD CORP11271J10731,660$1.5M0.03%
470SCHWAB STRATEGIC TR80852480559,899$1.4M0.03%
471COOPER COS INC21664850117,474$1.4M0.03%
472INTUITIVE SURGICAL INCISRG2,522$1.4M0.03%
473JACOBS SOLUTIONS INCJ10,769$1.4M0.03%
474CITIGROUP INCC-PR12,202$1.4M0.03%
475AMERICAN EXPRESS COAXP3,836$1.4M0.03%
476REGENERON PHARMACEUTICALSREGN1,833$1.4M0.03%
477ROCKWELL AUTOMATION INCROK3,618$1.4M0.03%
478ISHARES TR4642877217,034$1.4M0.03%
479CINCINNATI FINL CORP1720621018,559$1.4M0.03%
480NORFOLK SOUTHN CORP6558441084,845$1.4M0.03%
481DIMENSIONAL ETF TRUST25434V50020,012$1.4M0.03%
482ZOOM COMMUNICATIONS INCZM16,115$1.4M0.03%
483BRITISH AMERN TOB PLC11044810724,204$1.4M0.03%
484PFIZER INCPFE55,686$1.4M0.03%
485AUTOMATIC DATA PROCESSING INADP5,300$1.4M0.03%
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488ISHARES TR46428766313,239$1.4M0.03%
489SPDR SERIES TRUST78464A69820,905$1.4M0.02%
490VANGUARD INDEX FDS9229087694,011$1.3M0.02%
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492PURE CYCLE CORPPCYO120,948$1.3M0.02%
493VALMONT INDS INC9202531013,258$1.3M0.02%
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495RITHM CAPITAL CORPRITM-PF119,433$1.3M0.02%
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497NOVARTIS AGNVSEF9,409$1.3M0.02%
498PROCTER AND GAMBLE CO7427181099,020$1.3M0.02%
499DIMENSIONAL ETF TRUST25434V80725,896$1.3M0.02%
500WASTE MGMT INC DEL94106L1095,823$1.3M0.02%