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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

FARMERS & MERCHANTS INVESTMENTS INC

Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001376474-23-000297

Total Value
$2.51B
Positions
1,744
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Index Fund464287200327,391$134.6M5.37%
2Nelnet, Inc.NNI1,369,866$125.9M5.02%
3Vanguard FTSE Developed Markets ETF9219438582,679,352$121.0M4.83%
4iShares S&P Small Cap 600 Index ETF464287804822,111$79.5M3.17%
5Apple IncAAPL472,526$77.9M3.11%
6Microsoft CorpMSFT267,220$77.0M3.07%
7iShares S&P Midcap 400464287507256,344$64.1M2.56%
8iShares 0-5 Yr Inv Grd Corp Bond ETF46434V1001,144,788$55.5M2.21%
9Vanguard FTSE Emerging Markets ETF9220428581,315,945$53.2M2.12%
10Berkshire Hathaway Inc Del Cl ABRK-A88$41.0M1.63%
11Vanguard Total Bond Market ETF921937835446,340$33.0M1.31%
12Lowe's Companies, Inc548661107159,778$32.0M1.27%
13Berkshire Hathaway Inc Del Cl B NewBRK-A102,732$31.7M1.26%
14UnitedHealth Group IncUNH64,473$30.5M1.21%
15PepsiCo IncPEP164,058$29.9M1.19%
16Wesco International Inc95082P105189,580$29.3M1.17%
17Exxon Mobil CorpXOM253,632$27.8M1.11%
18Johnson & JohnsonJNJ162,281$25.2M1.00%
19Texas Instruments Inc882508104128,738$23.9M0.95%
20Walmart, IncWMT161,560$23.8M0.95%
21JPMorgan Chase & Co.VYLD174,549$22.7M0.91%
22CVS Health CorporationCVS304,731$22.6M0.90%
23Procter & Gamble Co742718109151,765$22.6M0.90%
24Oracle CorpORCL-PD234,263$21.8M0.87%
25Air Products & Chemicals IncAIIR74,095$21.3M0.85%
26McDonald's CorpMCD74,365$20.8M0.83%
27Abbott LaboratoriesABLZF190,368$19.3M0.77%
28Chevron CorpCVX117,558$19.2M0.76%
29Lilly Eli & CoLLY55,530$19.1M0.76%
30Vanguard Short-Term Inflation -Protected Securities ETF922020805391,250$18.7M0.75%
31Advanced Micro Devices IncAMD189,670$18.6M0.74%
32Union Pacific CorpUNP89,368$18.0M0.72%
33Vanguard S/T Corp Bond ETF92206C409235,679$18.0M0.72%
34Vanguard Short-Term Bond ETF921937827231,182$17.7M0.71%
35Amphenol Corp Cl A032095101211,504$17.3M0.69%
36Cisco Systems IncCSCO323,177$16.9M0.67%
37Alphabet Inc Class AGOOG156,393$16.2M0.65%
38Visa Inc.V71,668$16.2M0.64%
39Emerson Electric CoEMR184,032$16.0M0.64%
40Sysco CorpSYY202,301$15.6M0.62%
41Broadcom IncAVGO24,175$15.5M0.62%
42Alphabet Inc Class CGOOG148,573$15.5M0.62%
43Comcast Corp Class ACCZ401,638$15.2M0.61%
44Roper Technologies IncROP34,220$15.1M0.60%
45ICON PLCICLR70,557$15.1M0.60%
46Walt Disney Company254687106149,670$15.0M0.60%
47Starbucks CorpSBUX139,949$14.6M0.58%
48Dover CorpDOV95,576$14.5M0.58%
49Abbvie IncABBV90,408$14.4M0.57%
50Occidental Petroleum Corp674599105229,636$14.3M0.57%
51Merck & Co., IncMRK133,607$14.2M0.57%
52Vanguard S&P 500 ETF92290836337,257$14.0M0.56%
53Mondelez International Inc - A609207105200,551$14.0M0.56%
54New Linde PLCLIN37,867$13.5M0.54%
55Honeywell Intl Inc43851610669,291$13.2M0.53%
56Nucor CorpNUE85,621$13.2M0.53%
57iShares Russell 2000 Index Fund46428765573,300$13.1M0.52%
58Stryker CorpSYK44,858$12.8M0.51%
59Enbridge IncENNPF323,868$12.4M0.49%
60Waste Management Inc94106L10974,364$12.1M0.48%
61Bank of America Corp060505104422,839$12.1M0.48%
62US BancorpUSB-PS331,677$12.0M0.48%
63Automatic Data ProcessingADP53,014$11.8M0.47%
64Medtronic PLCMDT145,122$11.7M0.47%
65Home Depot IncHD38,160$11.3M0.45%
66Black Hills CorpBKH172,899$10.9M0.44%
67Bristol Myers Squibb CoCELG-RI157,204$10.9M0.43%
68Raytheon Technologies CorpRTX109,889$10.8M0.43%
69Aflac Inc commonAFL166,568$10.7M0.43%
70Nike Inc Cl BNKE86,804$10.6M0.42%
71Amazon.com, Inc.AMZN102,766$10.6M0.42%
72Metlife IncMET-PF181,311$10.5M0.42%
73Fiserv IncFISV92,592$10.5M0.42%
74Goldman Sachs Group Inc.GSCE31,533$10.3M0.41%
75Ameriprise Financial Inc03076C10632,703$10.0M0.40%
76iShares iBoxx H/Y Corp Bond Fund ETF464288513132,254$10.0M0.40%
77ConocoPhillipsCOP100,147$9.9M0.40%
78Danaher Corp23585110239,254$9.9M0.39%
79Ross Stores IncROST92,702$9.8M0.39%
80Dominion Energy IncD172,522$9.6M0.38%
81Pfizer IncPFE235,860$9.6M0.38%
82Qualcomm IncQCOM75,214$9.6M0.38%
83Illinois Tool Works Inc45230810939,230$9.6M0.38%
84Verizon CommunicationsVZ242,215$9.4M0.38%
85iShares Barclays Aggregate Bond Fund46428722694,229$9.4M0.37%
86Duke Energy CorporationDUKB96,175$9.3M0.37%
87Blackrock IncBLK13,172$8.8M0.35%
88iShares Russell Mid-Cap Growth ETF46428748196,657$8.8M0.35%
89Capital One Financial Common14040H10591,150$8.8M0.35%
90Target CorpTGT52,254$8.7M0.35%
91Wells Fargo949746101229,377$8.6M0.34%
92Coca-Cola CoKO134,869$8.4M0.33%
93Paypal Holdings IncPYPL104,558$7.9M0.32%
94Genuine PartsGPC46,571$7.8M0.31%
95Costco Wholesale Corp22160K10515,476$7.7M0.31%
96W W Grainger Inc38480210410,698$7.4M0.29%
97American Elec Pwr Inc02553710180,746$7.3M0.29%
98General Mills, Inc.37033410484,275$7.2M0.29%
99iShares S&P 500 Growth Index Fund464287309112,641$7.2M0.29%
100TJX Companies Inc87254010990,179$7.1M0.28%
101Becton Dickinson and CoBDX28,488$7.1M0.28%
102United Parcel Service - Cl BUPS35,055$6.8M0.27%
103Amgen IncAMGN27,212$6.6M0.26%
104AptarGroup IncATR55,145$6.5M0.26%
105Edwards Lifesciences CorpEW78,526$6.5M0.26%
106AMETEK IncAME44,579$6.5M0.26%
107Caterpillar IncCAT27,637$6.3M0.25%
108Schlumberger LtdSLB126,060$6.2M0.25%
109FedEx CorpFDX26,160$6.0M0.24%
110ITT Inc.ITT67,912$5.9M0.23%
111Kimberly Clark CorpKMB43,471$5.8M0.23%
112Booz Allen Hamilton Holding CorpBAH62,184$5.8M0.23%
113Truist Financial Corp89832Q109160,819$5.5M0.22%
114Delta Air Lines IncDAL156,341$5.5M0.22%
115VMware Inc.92856340242,379$5.3M0.21%
116Activision Blizzard, Inc.00507V10960,474$5.2M0.21%
117Zoetis IncZTS30,759$5.1M0.20%
118Realty Income CorpO80,304$5.1M0.20%
119Expeditors International of Washington, Inc.30213010945,442$5.0M0.20%
120Rockwell Automation Inc.ROK16,889$5.0M0.20%
121iShares Russell Midcap Value Index Fund46428747346,023$4.9M0.19%
122WEC Energy Group IncWEC51,524$4.9M0.19%
123Fortis IncFTRSF111,751$4.8M0.19%
124Vanguard MSCI European ETF92204287474,786$4.6M0.18%
125Vanguard Real Estate Index ETF92290855353,596$4.5M0.18%
126Digital Realty Trust Inc.25386810345,185$4.4M0.18%
127Novartis AG - ADRNVSEF47,282$4.3M0.17%
128Dell Technologies Inc Cl CDELL105,200$4.2M0.17%
129T. Rowe Price Group IncTROW37,093$4.2M0.17%
1303M CompanyMMM38,662$4.1M0.16%
131Autozone IncAZO1,588$3.9M0.16%
132Kraft Heinz CoKHC100,806$3.9M0.16%
133Standard and Poor's Depositary Receipts 500 ETF TrustSPY9,386$3.8M0.15%
134Vanguard Small-Cap Index ETF92290875119,670$3.7M0.15%
135Phillips 66PSX36,532$3.7M0.15%
136iShares Russell 2000 Growth Index Fd46428764816,088$3.6M0.15%
137Otis Worldwide CorpOTIS42,908$3.6M0.14%
138Carrier Global CorpCARR76,342$3.5M0.14%
139ATI IncATI85,611$3.4M0.13%
140Dow IncDOW58,397$3.2M0.13%
141iShares MSCI EAFE Index Fund46428746543,795$3.1M0.12%
142Vanguard Dividend Appreciation Index ETF92190884420,307$3.1M0.12%
143Intel CorpINTC94,013$3.1M0.12%
144Fortive CorpFTV42,470$2.9M0.12%
145Colgate Palmolive CoCL36,836$2.8M0.11%
146Ecolab IncECL16,612$2.7M0.11%
147International Business Machines CorpINTR20,288$2.7M0.11%
148Norfolk Southern65584410811,982$2.5M0.10%
149iShares Russell Midcap Index Fund46428749935,879$2.5M0.10%
150The Boeing CoBA-PA11,790$2.5M0.10%
151Safehold Inc REITSAFE82,763$2.4M0.10%
152Citigroup IncC-PR50,558$2.4M0.09%
153Walgreens Boots Alliance Inc93142710867,308$2.3M0.09%
154Mastercard Inc - class AMA6,378$2.3M0.09%
155Vanguard Total Stock Market ETF92290876911,153$2.3M0.09%
156Thermo Fisher ScientificTMO3,836$2.2M0.09%
157iShares MSCI Emerging Mkts Index Fd46428723455,555$2.2M0.09%
158Vanguard Mid-Cap Index ETF9229086299,953$2.1M0.08%
159Netflix Inc.NFLX5,760$2.0M0.08%
160Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETFIVZ139,474$2.0M0.08%
161Baxter International Inc07181310948,285$2.0M0.08%
162Polaris IncPII17,586$1.9M0.08%
163iShares Russell 2000 Value Index Fund46428763013,943$1.9M0.08%
164AT&T IncT-PC98,230$1.9M0.08%
165NVIDIA CorporationNVDA6,701$1.9M0.07%
166iShares S&P MidCap 400/Barra Growth Index Fund46428760624,653$1.8M0.07%
167Stanley Black & Decker IncSWK20,785$1.7M0.07%
168CSX CorpCSX55,575$1.7M0.07%
169Southern CoSOMN23,637$1.6M0.07%
170NextEra Energy Inc.NEE-PW21,032$1.6M0.06%
171Hanesbrands Inc410345102300,090$1.6M0.06%
172Vanguard Small-Cap Value Index ETF9229086119,701$1.5M0.06%
173Lennox International Inc.5261071075,839$1.5M0.06%
174Federal Signal CorporationFSS24,590$1.3M0.05%
175iShares Core S&P Total US Stock Market ETF46428715014,498$1.3M0.05%
176iShares S&P 500 Value Index Fund4642874088,650$1.3M0.05%
177iShares Russell 1000 Value Fund4642875988,541$1.3M0.05%
178LAM Research CorpLRCX2,311$1.2M0.05%
179Yum! Brands IncYUM9,224$1.2M0.05%
180iShares S&P Midcap 400/Barra Value Index Fund46428770511,813$1.2M0.05%
181The Interpublic Group of Companies, Inc.INTR32,271$1.2M0.05%
182Science Applications Intl Corp80862510710,951$1.2M0.05%
183Biogen IncBIIB4,082$1.1M0.05%
184The J. M. Smucker Company8326964057,080$1.1M0.04%
185Diageo Plc ADRDGEAF6,039$1.1M0.04%
186Celanese Corp- Series ACE9,492$1.0M0.04%
187Clorox Co CommonCLX6,452$1.0M0.04%
188S&P Smallcap 600/Barra Growth Index Fund4642878879,198$1.0M0.04%
189IShares Edge MSCI USA Quality Factor ETF46432F3398,146$1.0M0.04%
190Werner Enterprises, Inc.WERN19,588$891,0580.04%
191General Dynamics CorpGD3,795$866,0570.03%
192Eaton Corp PLCETN5,000$856,7000.03%
193Philip Morris International Inc7181721098,133$790,9340.03%
194The Williams Companies, Inc.96945710026,302$785,3780.03%
195Paychex IncPAYX6,852$785,1710.03%
196Shell PLCRYDAF13,450$773,9130.03%
197TE Connectivity Ltd.TEL5,819$763,1620.03%
198Lockheed Martin CorporationLMT1,610$761,0950.03%
199Spdr Gold TrustGLD4,089$749,1870.03%
200Juniper Networks Inc48203R10421,748$748,5660.03%
201Terex CorporationTEX15,456$747,7610.03%
202Gilead Sciences IncGILD8,927$740,6730.03%
203Knight-Swift Transportation Holdings Inc49904910413,073$739,6700.03%
204Deere & CompanyDE1,709$705,6120.03%
205iShares Russell 1000 Growth Index Fund4642876142,787$680,9480.03%
206Schneider Natl Inc-Cl BSNDR24,641$659,1470.03%
207Cummins Inc.CMI2,755$658,1140.03%
208Hawaiian Elec Industries41987010016,872$647,8850.03%
209ConAgra Brands IncCAG17,224$646,9330.03%
210Xcel EnergyXELLL9,560$644,7260.03%
211General Electric Co3696043016,689$639,4680.03%
212Schwab US Dividend Equity ETF8085247978,590$628,4440.03%
213iShares Gold Trust ETFIAU16,419$613,5780.02%
214Vanguard Mid-Cap Growth Index ETF9229085383,038$592,0760.02%
215Tractor Supply CoTSCO2,494$586,1900.02%
216Quest Diagnostics IncDGX4,142$586,0100.02%
217Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFNVGLF7,190$583,9720.02%
218Altria Group IncMO12,906$575,8660.02%
219Oneok IncOKE8,932$567,5390.02%
220T-Mobile US, Inc.TMUSZ3,894$564,0070.02%
221iShares MSCI EAFE Growth Index ETF4642888856,000$562,0800.02%
222Vanguard Total International Bond ETF92203J40711,393$557,3460.02%
223TotalEnergies SE ADRTTE9,226$544,7950.02%
224Vanguard Health Care ETF92204A5042,283$544,4040.02%
225Tesla IncTSLA2,572$533,5870.02%
226VF CorpVFC22,973$526,3110.02%
227Vanguard Mid-Cap Value Index ETF9229085123,721$498,8740.02%
228Omnicom Group IncOMC5,066$477,9260.02%
229Vanguard Information Technology Index ETF92204A7021,239$477,5970.02%
230UMB Finl9027881088,020$462,9140.02%
231American Tower Corp03027X1002,243$458,3350.02%
232iShares Intermediate Govt/Credit Bond ETF4642886124,344$453,9050.02%
233Booking Holdings IncBKNG170$450,9100.02%
234Flextronics International Ltd.FLEX19,470$448,0050.02%
235Technology Select Sector SPDR Fund81369Y8032,892$436,7210.02%
236Meta Platforms IncMETA2,027$429,6020.02%
237Marten Transport LtdMRTN20,039$419,8170.02%
238Energy Select Sector SPDR Fund81369Y5064,971$411,7480.02%
239Suncor Energy, IncSU13,255$411,5680.02%
240Invesco FTSE RAFI US 1000 ETFIVZ2,561$401,5140.02%
241Unilever Plc ADRUNLYF7,507$389,8390.02%
242Toronto - Dominion BankTORO6,467$387,3730.02%
243Vanguard High Dividend Yield ETF9219464063,645$384,5480.02%
244Welltower IncWELL5,342$382,9680.02%
245Alliant Energy CorporationLNT6,886$367,7120.01%
246Northern Trust CorporationNTRSO4,133$364,2410.01%
247Schwab U.S. Large-Cap Growth ETF8085243005,326$347,0950.01%
248Accenture PLCACN1,202$343,5440.01%
249Principal Financial Group, Inc.PFG4,338$322,4000.01%
250Manulife Financial Corp56501R10617,230$316,3430.01%
251Vanguard Growth ETF9229087361,267$316,0400.01%
252SPDR S&P MidCap 400 ETF TrustMDY675$309,4270.01%
253Salesforce IncCRM1,530$305,6630.01%
254Xylem IncXYL2,914$305,0960.01%
255Electronic Arts IncEA2,528$304,4980.01%
256Garmin LtdGRMN2,996$302,3560.01%
257Southwest Airlines Co.8447411088,925$290,4200.01%
258The Charles Schwab CorporationSCHW-PJ5,466$286,3090.01%
259Financial Select Sector SPDR Fund81369Y6058,866$285,0420.01%
260Schwab U.S. Large-Cap ETF8085242015,452$263,7130.01%
261Enterprise Products Partners L.P.29379210710,167$263,3250.01%
262Blackstone IncBX2,992$262,8170.01%
263Extra Space Storage IncEXR1,597$260,1990.01%
264Warner Bros Discovery IncWBD17,181$259,4330.01%
265Heartland Express IncHTLD16,176$257,5220.01%
266Zimmer Biomet Holdings IncZBH1,985$256,4620.01%
267Hunt (JB) Transport Services Inc4456581071,454$255,1190.01%
268Regions Financial CorpRF-PF13,629$252,9540.01%
269Fifth Third BancorpFITBM9,470$252,2810.01%
270Synchrony FinancialSYF-PB8,416$244,7370.01%
271iShares MSCI EAFE Value ETF4642888774,980$241,6790.01%
272WisdomTree U.S. Quality Dividend Growth FundWT3,867$241,0690.01%
273iShares S&P SmallCap 600 Value ETF4642878792,510$234,9110.01%
274Energy Transfer L.P.ET-PI18,747$233,7750.01%
275Analog Devices, Inc.ADI1,181$232,9170.01%
276Bank of New York Mellon Corporation0640581004,936$224,2920.01%
277Consolidated EdisonED2,335$223,3890.01%
278Piper Sandler CompaniesPIPR1,610$223,1620.01%
279Marsh & Mclennan5717481021,338$222,8440.01%
280Vanguard Mega Cap 300 Value Index ETF9219108402,168$219,0110.01%
281Lamb Weston Holdings IncLW2,056$214,8930.01%
282Yum China Holdings IncYUMC3,350$212,3570.01%
283State Street CorpSTT-PG2,731$206,7090.01%
284Parker-Hannifin CorporationPH606$203,6830.01%
285National Research Corp6373722024,600$200,1460.01%
286Southwest Gas Holdings IncSWX3,189$199,1530.01%
287Prologis IncPLDGP1,551$193,5180.01%
288Travelers Companies, IncTRV1,128$193,3500.01%
289IShares Morningstar Mid Core Index Fund4642882083,012$182,6480.01%
290GE HealthCare Technologies IncGEHC2,200$180,4660.01%
291Corteva, Inc.CTVA2,957$178,3370.01%
292Equinix IncEQIX239$172,3290.01%
293FactSet Research Systems Inc303075105411$170,6020.01%
294Cognizant Technology Solutions CorpCTSH2,760$168,1670.01%
295Huntington Bancshares IncorporatedHBANP14,715$164,8080.01%
296Morgan StanleyMS-PQ1,810$158,9180.01%
297Darden Restaurants IncDRI1,024$158,8840.01%
298iShares Core MSCI EAFE ETF46432F8422,369$158,3680.01%
299Devon Energy Corp25179M1033,074$155,5750.01%
300Cintas CorpCTAS330$152,6840.01%
301Applied Materials Common0382221051,222$150,0980.01%
302Prudential Financial, Inc.PUKPF1,796$148,6010.01%
303Nutrien LtdNTR2,000$147,7000.01%
304American States Water Company0298991011,642$145,9570.01%
305BankUnited IncBKU6,395$144,3990.01%
306Adobe IncADBE372$143,3580.01%
307Vanguard Value ETF9229087441,035$142,9440.01%
308iShares Core MSCI Emerging Markets ETF46434G1032,841$138,6120.01%
309Marathon Oil CorpMARA5,665$135,7330.01%
310Crane NXT CoCXT1,187$134,7250.01%
311Schwab U.S. Small-Cap ETF8085246073,200$134,1760.01%
312Monster Beverage CorpMNST2,476$133,7290.01%
313Dupont De Nemours Inc.DD1,761$126,3870.01%
314Public Storage IncPSA-PS418$126,2950.01%
315Health Care Select Sector SPDR Fund81369Y209972$125,8350.01%
316SoFi Technologies IncSOFI20,000$121,4000.00%
317Exelon CorpEXC2,889$121,0200.00%
318O'Reilly Automotive, Inc. New67103H107142$120,5550.00%
319Invesco S&P 500 Low Volatility ETFIVZ1,929$120,3700.00%
320Bank of Nova Scotia0641491072,385$120,1090.00%
321Snap-On IncSNA486$119,9890.00%
322United Rentals, Inc.URI300$118,7280.00%
323iShares Morningstar Large Cap ETF4642871272,080$117,3330.00%
324General Motors Co37045V1003,182$116,7160.00%
325iShares North American Natural Resources ETF4642873742,969$116,2960.00%
326PNC Finl Svcs Group Inc693475105901$114,5170.00%
327Regeneron PharmaceuticalsREGN135$110,9250.00%
328Murphy Oil CorpMUR2,941$108,7580.00%
329Kinder Morgan Inc.EP-PC6,142$107,5460.00%
330Westrock CoWEST3,520$107,2540.00%
331Pioneer Natural Resources723787107517$105,5920.00%
332L3 Harris Technologies IncLHX537$105,3810.00%
333Marathon Petroleum CorpMARA775$104,4930.00%
334Hess Corp CommonHESM775$102,5640.00%
335EOG Resources, Inc.EOG874$100,1870.00%
336Steel Dynamics, Inc.STLD884$99,9450.00%
337IShares Preferred & Income Securities ETF4642886873,200$99,9040.00%
338Consumer Discretionary Select Sector SPDR Fund81369Y407666$99,5940.00%
339Vanguard FTSE All-World Ex-US Index Fund9220427751,850$98,9200.00%
340SBA Communications CorpSBAC377$98,4230.00%
341Republic Services, Inc.760759100717$96,9530.00%
342Mattel IncMAT5,137$94,5720.00%
343Autodesk, Inc.ADSK447$93,0480.00%
344JPMorgan Equity Premium Income ETF46641Q3321,700$92,8200.00%
345Invesco QQQ TrustIVZ285$91,4650.00%
346Robert Half Intl CommonRHI1,132$91,2050.00%
347American Express CoAXP548$90,3930.00%
348Archer Daniels Midland CoADM1,075$85,6350.00%
349New York Community Bancorp, Inc.6494451039,390$84,8860.00%
350Casey's General Stores, Inc.147528103383$82,9040.00%
351Intuit Corp CommonINTU185$82,4790.00%
352S&P Global Inc.SPGI239$82,4000.00%
353iShares US Consumer Discretionary ETF4642875801,264$81,7680.00%
354CME Group, IncCME423$81,0130.00%
355Hewlett Packard Enterprise CoHPE-PC5,049$80,4310.00%
356Ford Mtr Co3453708606,325$79,6950.00%
357Canadian National Railway Company136375102664$78,3320.00%
358PIMCO Total Return ETF72201R775843$78,1920.00%
359Industrial Select Sector SPDR Fund81369Y704764$77,3020.00%
360Real Estate Select Sect SPDR Fund ETF81369Y8602,050$76,6290.00%
361Vanguard Financials ETF92204A405936$72,9050.00%
362ServiceNow, Inc.NOW156$72,4960.00%
363Eversource EnergyES925$72,3910.00%
364Fortune Brands Innovations IncFBIN1,222$71,7680.00%
365Crown Castle IncCCI532$71,2030.00%
366iShares Barclays MBS Bond Fund ETF464288588750$71,0480.00%
367Communication Services Select Sector SPDR81369Y8521,205$69,8540.00%
368Amcor PLCAMCCF6,125$69,7030.00%
369Utilities Select Sector SPDR Fund81369Y8861,013$68,5700.00%
370Valmont Industries, Inc.920253101210$67,0490.00%
371Simon Property Group, Inc.828806109598$66,9580.00%
372Ulta Beauty IncULTA122$66,5720.00%
373Church & Dwight Co.CHD750$66,3080.00%
374Microchip Technology IncMCHPP790$66,1860.00%
375Progressive Corp,Ohio Common743315103461$65,9510.00%
376Boston Scientific CorporationBSX1,308$65,4390.00%
377Motorola Solutions, Inc.MSI227$64,9520.00%
378Marriott Intl Inc New Cl A571903202383$63,5930.00%
379Micron TechnologyMU1,040$62,7540.00%
380SPDR Portfolio S&P 500 ETF78464A8541,300$62,5950.00%
381Seagate Technology Holdings PLCSE933$61,6900.00%
382Constellation Energy CorpCEG783$61,4660.00%
383Intuitive Surgical, Inc.ISRG237$60,5460.00%
384CBOE Global Markets Inc12503M108432$57,9920.00%
385Constellation Brands Inc.STZ255$57,6020.00%
386Laboratory Corporation of America Holdings50540R409249$57,1260.00%
387Schwab Intl Equity ETF8085248051,636$56,9330.00%
388Chubb LtdCB293$56,8950.00%
389Targa Resources CorpTRGP778$56,7550.00%
390Coterra Energy IncCTRA2,305$56,5650.00%
391iShares Dow Jones U.S. Real Estate Index Fund464287739660$56,0340.00%
392Fastenal CoFAST1,038$55,9900.00%
393Vanguard Tax-Exempt Bond Index ETF9229077461,080$54,7130.00%
394Valero Energy CorporationVLO384$53,6060.00%
395Vertex Pharmaceuticals IncVRTX170$53,5620.00%
396iShares National Muni Bond Cl E464288414495$53,3310.00%
397Alibaba Group Holding LtdBBAAY509$52,0100.00%
398FMC CorpFMC416$50,8060.00%
399Dentsply Sirona IncXRAY1,270$49,8860.00%
400The Hershey CompanyHSY196$49,8640.00%
401Public Svc Enterprises Common744573106797$49,7730.00%
402iShares Barclays 1-3 YR US Treasury464287457597$49,0500.00%
403Occidental Petroleum Corp Warrant - Expires 08/03/276745991621,183$48,5030.00%
404SPDR DJIA ETF Trust78467X109145$48,2300.00%
405iShares TIPS ETF464287176430$47,4080.00%
406Elevance Health IncELV103$47,3600.00%
407SempraSREA313$47,3130.00%
408McCormick & Co Inc Non VtgMKC-V566$47,0970.00%
409Northrop Grumman CorpNOC102$47,0950.00%
410DB X-Trackers MSCI EAFE ETF2330512001,326$46,6750.00%
411Aon PLCAON147$46,3480.00%
412Intercontinental Exchange, Inc45866F104442$46,0960.00%
413Sherwin-Williams CoSHW200$44,9540.00%
414Cheniere Energy IncLNG285$44,9160.00%
415Restaurant Brands International Inc76131D103648$43,5070.00%
416Estee Lauder Companies Inc518439104175$43,1310.00%
417Embecta CorpEMBC1,528$42,9670.00%
418Global X Nasdaq 100 Covered Call ETF37954Y4832,500$42,8750.00%
419iShares Core MSCI Total International Stock ETF46432F834690$42,7460.00%
420KLA CorporationKLAC106$42,3120.00%
421Western Midstream Partners LPWES1,566$41,2950.00%
422Ingevity CorpNGVT577$41,2670.00%
423iShares MSCI Eurozone ETF464286608902$40,6620.00%
424Vanguard Intermediate-Term Bond ETF921937819528$40,5190.00%
425Synopsys IncSNPS104$40,1700.00%
426First Industrial Realty Trust, Inc.32054K103747$39,7400.00%
427MPLX LPMPLXP1,149$39,5830.00%
428Ingersoll-Rand IncIR679$39,5040.00%
429Arch Capital Group LtdG0450A105582$39,5000.00%
430Moody's CorporationMCO129$39,4770.00%
431Plains All American Pipeline LP7265031053,146$39,2310.00%
432Fidelity National Information Services, Inc31620M106721$39,1720.00%
433Freeport-McMoran IncFCX950$38,8650.00%
434Cadence Design Systems, Inc.CDNS182$38,2360.00%
435GSK PLC ADRGLAXF1,073$38,1770.00%
436Coca Cola European PartnersCCEP640$37,8820.00%
437TC Energy CorpTRPRF968$37,6650.00%
438iShares IBoxx Investment Grade Corp Bond Fund464287242340$37,2670.00%
439DCP Midstream Partners LP23311P100880$36,7140.00%
440First Republic Bank33616C1002,612$36,5420.00%
441HP IncHPQ1,245$36,5410.00%
442Redwood Trust, Inc.RWTQ5,352$36,0720.00%
443Uber Technologies IncUBER1,101$34,9020.00%
444Halliburton CoHAL1,089$34,4560.00%
445Trane Technologies PlcTT187$34,4040.00%
446Invesco KBW Bank ETFIVZ819$34,3730.00%
447MSCI IncMSCI61$34,1410.00%
448Tyson Foods, Inc.TSN574$34,0500.00%
449CEF Select Sector SPDR Fund81369Y308454$33,9180.00%
450Dollar General Corp256677105161$33,8840.00%
451Vanguard FTSE Pacific ETF922042866486$32,9610.00%
452NXP Semiconductors NVNXPI175$32,6330.00%
453Kroger CoKR640$31,5970.00%
454eBay Inc.EBAY700$31,0590.00%
455Chipotle Mexican GrillCMG18$30,7490.00%
456Johnson Controls InternationalG51502105510$30,7120.00%
457SPDR Dow Jones REIT ETF78464A607345$30,6290.00%
458Fortinet Inc.FTNT460$30,5720.00%
459IDEXX Laboratories, Inc.45168D10460$30,0050.00%
460OGE Energy CorpOGE792$29,8270.00%
461Dexcom IncDXCM253$29,3940.00%
462Calamos Strategic Total Return FundCSQ2,087$29,2180.00%
463Chesapeake Utilities Corporation165303108227$29,0540.00%
464LP Magellian Midstream559080106535$29,0290.00%
465Hilton Worldwide Holdings IncHLT205$28,8780.00%
466American Intl Group, Inc026874784572$28,8060.00%
467Jacobs Solutions IncJ244$28,6720.00%
468Advance Auto Parts Inc.AAP235$28,5780.00%
469Sumitomo Mitsui Finl Group Inc Sponsored ADR86562M2093,558$28,4640.00%
470Triplepoint Venture Growth BDC CorpTPVG2,333$28,1830.00%
471Agilent Technologies Inc.A197$27,2530.00%
472First Trust NYSE Arca Biotechnology Index Fund ETF33733E203173$26,8200.00%
473PACCAR IncPCAR363$26,5720.00%
474IQVIA Holdings IncIQV133$26,4520.00%
475SPDR S&P Regional Banking ETF78464A698600$26,3160.00%
476National Fuel Gas CompanyNFG450$25,9830.00%
477Newmont CorpNEMCL530$25,9810.00%
478Organon & CoOGN1,079$25,3780.00%
479Arista Networks IncANET151$25,3470.00%
480ON Semiconductor Corp.ON305$25,1080.00%
481Transdigm Group IncTDG34$25,0600.00%
482First Trust ISE Cloud Computing Index Fund33734X192372$24,8870.00%
483The Wendy's Co95058W1001,142$24,8730.00%
484Mettler-Toledo Intn'l IncMTD16$24,4830.00%
485Evergy IncEVRG398$24,3260.00%
486Humana IncHUM50$24,2730.00%
487Enlink Midstream LLC29336T1002,204$23,8910.00%
488iShares Russell 1000 Index Fund464287622106$23,8740.00%
489Allstate CorpALL-PJ215$23,8240.00%
490Arthur J. Gallagher & Co.363576109123$23,5310.00%
491Entergy CorpENO217$23,3800.00%
492Toll Brothers IncTOL383$22,9910.00%
493Phillips Edison & Company IncPECO699$22,8010.00%
494Chimera Invt Corp16934Q2084,000$22,5600.00%
495Willis Towers Watson PLCWTW97$22,5410.00%
496NVR IncNVR4$22,2890.00%
497iShares Russell 3000 Value Index Fund464287663300$22,1340.00%
498Dollar Tree IncDLTR153$21,9630.00%
499Aptiv PLCAPTV193$21,6530.00%
500Old Dominion Freight LineODFL62$21,1320.00%