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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

Arlington Partners LLC

Quarter ended Q2 2023 · Filed April 26, 2023 · Accession 0001389848-23-000007

Total Value
$702.9M
Positions
559
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares iBonds Dec 2023 Term Tr ETF46436E88215,722,396$390.1M55.50%
2Vanguard High Dividend Yield Index ETF921946406405,207$42.7M6.08%
3Vanguard FTSE Developed Markets ETF921943858924,805$41.8M5.94%
4Vanguard Dividend Appreciation ETF921908844153,681$23.7M3.37%
5Vanguard International High Dividend Yield Index ETF921946794258,418$16.0M2.28%
6Berkshire Hathaway Inc BBRK-A32,662$10.1M1.43%
7Apple IncAAPL58,746$9.7M1.38%
8Microsoft CorpMSFT33,465$9.6M1.37%
9ProShares Russell 2000 Dividend Growers ETF74347B698127,607$7.8M1.11%
10iShares S&P 500 Value ETF46428740837,896$5.8M0.82%
11Oracle CorpORCL-PD44,018$4.1M0.58%
12Disney Walt Co25468710639,792$4.0M0.57%
13Alphabet Inc. Stock Class AGOOG37,088$3.8M0.55%
14Raytheon Technologies CorpRTX37,793$3.7M0.53%
15Visa Inc Class A SharesV15,522$3.5M0.50%
16Vanguard S&P 500 Value ETF92193270322,178$3.3M0.46%
17Home Depot IncHD11,023$3.3M0.46%
18Unilever Plc Sponsored ADRUNLYF61,168$3.2M0.45%
19Medtronic PLCMDT38,407$3.1M0.44%
20SPDR Bloomberg Barclays 1-3 Mo T-Bill ETF78468R66333,492$3.1M0.44%
21iShares Select Dividend ETF46428716823,862$2.8M0.40%
22Johnson & JohnsonJNJ16,540$2.6M0.36%
23Nike Inc Cl BNKE20,492$2.5M0.36%
24SPDR S&P 500 ETFSPY6,077$2.5M0.35%
25Starbucks CorpSBUX23,770$2.5M0.35%
26Wal-Mart Stores IncWMT16,137$2.4M0.34%
27Amazon.com IncAMZN21,717$2.2M0.32%
28Novo Nordisk A/S Spons AdrNONOF13,711$2.2M0.31%
29Accenture PlcACN7,373$2.1M0.30%
30iShares 1-3yr Treasury Bond (Mkt)46428745725,000$2.1M0.29%
31Servisfirst BancsharesSFBS37,125$2.0M0.29%
32Adobe Systems IncorporatedADBE5,205$2.0M0.29%
33General Dynamics CorpGD8,629$2.0M0.28%
34Global X MLP ETF37954Y34345,000$1.9M0.27%
35iShares MSCI ACWI Index ETF46428825720,227$1.8M0.26%
36Alphabet IncGOOG17,416$1.8M0.26%
37Vanguard Russell 2000 Index Fund ETF92206C66425,000$1.8M0.26%
38C.H. Robinson Worldwide IncCHRW16,504$1.6M0.23%
39iShares Gold TrustIAU42,648$1.6M0.23%
40Vanguard Total World Stock Index ETF92204274215,482$1.4M0.20%
41Biogen Idec IncBIIB5,075$1.4M0.20%
42International Flavors & Fragrances45950610115,283$1.4M0.20%
43Becton Dickinson & CoBDX5,372$1.3M0.19%
44iShares Core MSCI Total Intl Stock Mkt ETF46432F83421,001$1.3M0.19%
45Altria Group IncMO25,567$1.1M0.16%
46Chevron CorpCVX6,603$1.1M0.15%
47Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn25154H74925,000$1.1M0.15%
48SPDR Industrial Select Sector81369Y70410,430$1.1M0.15%
49iShares Core S&P 500 (Mkt)4642872002,510$1.0M0.15%
50Cisco Systems IncCSCO19,591$1.0M0.15%
51Procter & Gamble Co7427181096,777$1.0M0.14%
52JP Morgan Chase & CoVYLD7,676$1.0M0.14%
53Invesco BulletShares 2027 Corp Bond ETFIVZ50,000$965,2500.14%
54Vanguard Information Technology ETF92204A7022,500$963,6750.14%
55Vanguard FTSE Emerging Markets (ETF)92204285822,750$919,1000.13%
56Vanguard Total Stock Market (ETF)9229087694,487$915,7970.13%
57Nvidia CorpNVDA3,268$907,7520.13%
58Amgen IncAMGN3,717$898,5850.13%
59Vanguard S&P 500 ETF9229083632,388$898,0550.13%
60Cognizant Technology Solutions Corp Class ACTSH14,525$885,0080.13%
61Pepsico IncPEP4,597$838,0330.12%
62HCA Healthcare IncHCA3,045$802,9060.11%
63Abbvie Inc ComABBV4,777$761,3100.11%
64T-Mobile US IncTMUSZ5,126$742,4500.11%
65Financial Select Sector SPDR (Mkt)81369Y60522,808$733,2770.10%
66Vanguard Energy ETF92204A3066,265$715,6510.10%
67Sibanye Stillwater Ltd Sponsored ADRSBYSF80,000$665,6000.09%
68Colgate-Palmolive CoCL8,757$658,0890.09%
69Goldman SachsGSCE2,001$654,5470.09%
70Bank Of America Corp06050510422,710$649,5060.09%
71SPDR Health Care Select Sector81369Y2094,693$607,5560.09%
72Flex LNG LtdFLNG17,800$597,7240.09%
73Broadcom Inc.AVGO892$572,2540.08%
74Ishares MSCI Pacific Ex Japan ETF46428666512,614$552,3670.08%
75SPDR Gold TrustGLD2,993$548,3770.08%
76Pfizer IncPFE13,311$543,0890.08%
77Vanguard Total Bond Market ETF9219378357,040$519,7630.07%
78iShares Core 1-5 Year USD Bond ETF46432F85910,900$513,9900.07%
79Vanguard Short-Term Government Bond Index Fund ETF92206C1028,755$512,5180.07%
80Credit Suisse X-Lnks Crde OlShrsCvCIIETNUSML6,500$505,3750.07%
81SPDR Nuveen Blmbg Hi Yld Muni Bd ETF78464A28420,000$500,8000.07%
82Cigna Corp1255231001,953$499,0500.07%
83American Water Works Co Inc0304201033,397$497,6270.07%
84Vanguard FTSE Europe ETF9220428747,999$487,5390.07%
85Costco Wholesale Corp22160K105928$461,0950.07%
86Meta Platforms IncMETA2,106$446,3460.06%
87Anthem IncELV957$440,0380.06%
88Ameriprise Financial Inc03076C1061,415$433,6980.06%
89Prologis, Inc.PLDGP3,450$430,4570.06%
90UnitedHealth Group IncUNH901$425,8040.06%
91Vanguard Health Care ETF92204A5041,783$425,1740.06%
92Exxon Mobil CorpXOM3,839$420,9850.06%
93Arthur J Gallagher & Co3635761092,089$399,6470.06%
94Merck & Co IncMRK3,561$378,8550.05%
95Xtrackers MSCI Japan Hedged Equity ETF2330515077,064$375,8500.05%
96Coca Cola CoKO5,771$357,9750.05%
97Global X MLP & Energy Infrastructure37954Y2938,751$349,6020.05%
98iShares Core MSCI EM ETF46434G1037,164$349,5320.05%
99Mckesson CorpMCK974$346,7930.05%
100Mondelez Intl Inc Com Cl A6092071054,591$320,0850.05%
101iShares Broad USD High Yield Corp Bd ETF46435U8539,000$319,9500.05%
102Texas Instruments Inc8825081041,720$319,9370.05%
103Invesco DB Commodity Index Tracking FundIVZ13,315$316,0980.04%
104SPDR Euro Stoxx 5078463X2026,882$309,0020.04%
105Stag Industrial Inc85254J1028,796$297,4810.04%
106Enterprise Products Partners LP29379210711,347$293,8870.04%
107Dimensional US Core Equity 2 ETF25434V70811,229$286,1150.04%
108Waste Management Inc94106L1091,719$280,4890.04%
109Danaher Corp2358511021,105$278,5040.04%
110Qualcomm IncQCOM2,140$273,0210.04%
111Dollar General Corp2566771051,289$271,2830.04%
112Nextera Energy IncNEE-PW3,462$266,8510.04%
113ASML Holding NV ADRASMLF389$264,7960.04%
114Cheniere EnergyLNG1,629$256,7300.04%
115Southern CompanySOMN3,673$255,5670.04%
116Mastercard Inc Class AMA682$247,8460.04%
117Teradyne, Inc.TER2,295$246,7350.04%
118Boeing CompanyBA-PA1,131$240,2580.03%
119TJX Cos Inc8725401092,948$231,0050.03%
120Comcast Corp Class ACCZ6,092$230,9480.03%
121Chesapeake Energy CorporationEXE3,000$228,1200.03%
122Schwab Emerging Markets Equity ETF8085247069,061$222,1760.03%
123McDonalds CorpMCD794$222,0100.03%
124Arch Capital Group Ltd.G0450A1053,251$220,6450.03%
125Parker-Hannifin CorpPH654$219,8160.03%
126Norfolk Southern Corp6558441081,035$219,4200.03%
127Republic Services Inc7607591001,612$217,9750.03%
128Golar LNG LimitedGLNG10,000$216,0000.03%
129Intel CorpINTC6,425$209,9050.03%
130Steel Dynamics, Inc.STLD1,850$209,1610.03%
131Eli Lilly & CoLLY607$208,4560.03%
132Diamondback Energy IncFANG1,511$204,2420.03%
133Banco BBVA Argentina SA ADRBBAR50,000$196,0000.03%
134Markel CorporationMKL153$195,4440.03%
135ITT IncITT2,234$192,7940.03%
136Live Nation Entertainment, Inc.LYV2,649$185,4300.03%
137Metlife IncMET-PF3,156$182,8590.03%
138Advanced Micro Devices, Inc.AMD1,855$181,8090.03%
139Chubb LimitedCB921$178,8400.03%
140Blackrock IncBLK260$173,9710.02%
141Vanguard Municipal Bond Fund ETF9229077463,351$169,7620.02%
142CME Group IncCME875$167,5800.02%
143Deere & CompanyDE402$165,9780.02%
144CVS Caremark CorporationCVS2,228$165,5630.02%
145Honeywell International Inc438516106845$161,4960.02%
146Canadian Pacific Railway Ltd13645T1002,025$155,8040.02%
147MGM Resorts InternationalMGM3,452$153,3380.02%
148Dover CorpDOV1,000$151,9400.02%
149Diebold Nixdorf IncDBD125,874$151,0490.02%
150Global Payments Inc37940X1021,427$150,1770.02%
151Lockheed Martin CorpLMT316$149,3830.02%
152YUM Brands IncYUM1,127$148,8540.02%
153APA CorpAPA4,125$148,7480.02%
154Truist Financial Corp89832Q1094,274$145,7430.02%
155Lowes Companies Inc548661107722$144,3780.02%
156Moody's CorporationMCO470$143,8290.02%
157Sysco CorpSYY1,859$143,5710.02%
158Kroger CoKR2,890$142,6790.02%
159Taiwan Semiconductor Manufacturing Company ADR8740391001,528$142,1350.02%
160American Express CoAXP856$141,1970.02%
161Vanguard Value ETF9229087441,020$140,8720.02%
162Salesforce.com Inc.CRM684$136,6500.02%
163Abbott LaboratoriesABLZF1,340$135,6880.02%
164Thermo Fisher Scientific IncTMO235$135,4470.02%
165Ecolab IncECL817$135,2380.02%
166EnerSysENS1,553$134,9250.02%
167Regal Beloit CorpRRX947$133,2710.02%
168Schlumberger LimitedSLB2,681$131,6370.02%
169Zoetis Inc CommonZTS786$130,8220.02%
170Bristol-Myers Squibb CoCELG-RI1,874$129,8870.02%
171AT&T IncT-PC6,652$128,0510.02%
172Aon PLCAON404$127,3770.02%
173Mettler-Toledo International Inc.MTD83$127,0070.02%
174Union Pacific CorpUNP629$126,5930.02%
175iShares S&P GSCI Commodity-Indexed TrustISMCF6,250$125,7500.02%
176JP Morgan Chase & Co Alerian MLP Index ETNVYLD5,606$124,3970.02%
177Insight Enterprises, Inc.NSIT846$120,9440.02%
178Dimensional US Marketwide Value ETF25434V7243,609$120,8290.02%
179Performance Food GroupPFGC1,978$119,3530.02%
180Digital Realty Trust REIT2538681031,206$118,5620.02%
181Apollo Global Management Inc Common Stock03769M1061,871$118,1720.02%
182Ally Financial Common02005N1004,622$117,8150.02%
183Element Solutions IncESI6,083$117,4630.02%
184Magnolia Oil & Gas CorpMGY5,320$116,4020.02%
185Targa Resources CorpTRGP1,585$115,6260.02%
186Clean Harbors IncCLH801$114,1910.02%
187Donnelley Financial Solutions Inc25787G1002,775$113,3870.02%
188Valero Energy CorpVLO811$113,2160.02%
189Equinix Inc.EQIX157$113,2030.02%
190L3Harris Technologies IncLHX575$112,8380.02%
191H.B. Fuller CompanyFUL1,646$112,6690.02%
192General Electric Co3696043011,178$112,6170.02%
193Molson Coors Brewing Co Class B CommonTAP-A2,145$110,8540.02%
194Tesla Motors IncTSLA526$109,1240.02%
195Photronics, Inc.PLAB6,540$108,4330.02%
196General Motors Co37045V1002,928$107,3990.02%
197United Parcel Service Cl BUPS547$106,1130.02%
198LAM Research CorpLRCX198$104,9640.01%
199Regions Financial CorpRF-PF5,655$104,9570.01%
200VICI Properties Inc9256521093,171$103,4380.01%
201Borgwarner IncBWA2,100$103,1310.01%
202Fidelity National Information Services Inc31620M1061,876$101,9230.01%
203iShares MSCI India ETF46429B5982,565$100,9580.01%
204EQT CorporationEQT3,163$100,9310.01%
205Caterpillar IncCAT441$100,9180.01%
206DuPont Inc.DD1,348$96,7460.01%
207TransDigm Group Inc.TDG131$96,5540.01%
208Blackstone Group IncBX1,083$95,1310.01%
209KBR, Inc.KBR1,688$92,9240.01%
210ResMed Inc.RSMDF424$92,8520.01%
211ONEOK IncOKE1,438$91,3710.01%
212Verizon Communications IncVZ2,348$91,3140.01%
213Equifax IncEFX450$91,2780.01%
214Zurn Water Solutions Corp98983L1084,250$90,7800.01%
215United States OilUNTCW1,356$90,0930.01%
216Moog IncMOG-B894$90,0710.01%
217Vulcan Materials Co929160109524$89,8970.01%
218Nexstar Media Group, Inc.NXST519$89,6110.01%
219Carlisle Companies Inc142339100392$88,6190.01%
220Carlyle Group IncCGABL2,852$88,5830.01%
221Esab CorpESAB1,480$87,4430.01%
222PNC Financial Services Group Inc693475105683$86,8090.01%
223Johnson Controls PLCG515021051,437$86,5360.01%
224ON Semiconductor CorpON1,050$86,4360.01%
225Trane Technologies PLCTT466$85,7350.01%
226Air Products & Chemicals IncAIIR298$85,5890.01%
227Ball CorporationBALL1,550$85,4210.01%
228LPL Financial Holdings Inc50212V100421$85,2100.01%
229Target CorpTGT505$83,6430.01%
230Applied Materials, Inc.038222105678$83,2790.01%
231Intercontinental Exchange Group45866F104795$82,9110.01%
232PPG Industries, Inc.693506107615$82,1520.01%
233KKR & Co IncKKRT1,564$82,1410.01%
234ModivCare Inc60783X104975$81,9780.01%
235Ashland Global Holdings Inc.ASH794$81,5520.01%
236Evercore IncEVR699$80,6510.01%
2373M CoMMM747$78,5170.01%
238Keurig Dr Pepper IncKDP2,225$78,4980.01%
239Texas Pacific Land TrustTPL46$78,2470.01%
240VanEck High Yield Muni ETF92189H4091,500$77,6100.01%
241Raymond James Financial Inc754730109830$77,4840.01%
242Illinois Tool Works452308109315$76,6870.01%
243Roper Technologies IncROP171$75,3580.01%
244Linde PLCLIN212$75,3530.01%
245Intuitive Surgical, Inc.ISRG288$73,5750.01%
246Devon Energy Corp25179M1031,419$71,8160.01%
247Delta Airlines IncDAL2,029$70,8530.01%
248S&P Global Inc.SPGI203$69,9880.01%
249Orrstown Financial Services Inc6873801053,524$69,9870.01%
250Alcon Inc OrdALC982$69,2700.01%
251Sherwin-Williams CoSHW301$67,6560.01%
252Invesco Optm Yd Dvrs Cdty Stra No K1 ETFIVZ4,737$67,3600.01%
253FedEx CorpFDX293$66,9480.01%
254Envista Holdings CorpNVST1,617$66,1030.01%
255Occidental Petroleum Corp6745991051,010$63,0540.01%
256D. R. Horton Inc23331A109635$62,0330.01%
257EOG Resources IncEOG538$61,6710.01%
258ConocophillipsCOP583$57,8390.01%
259Eaton Corp PLCETN329$56,3710.01%
260AecomACM666$56,1570.01%
261Hilton Worldwide Holdings Inc.HLT394$55,5030.01%
262Synopsys, Inc.SNPS143$55,2340.01%
263Prudential Financial IncPUKPF644$53,2850.01%
264Lamar Advertising CoLAMR532$53,1410.01%
265Travel Plus Leisure Co8941641021,348$52,8420.01%
266American Tower REIT03027X100258$52,7200.01%
267Intuit IncINTU117$52,1620.01%
268TE Connectivity LtdTEL381$49,9680.01%
269MSCI IncMSCI88$49,2530.01%
270Uber Technologies, Inc.UBER1,471$46,6310.01%
271Citigroup IncC-PR991$46,4680.01%
272CenterPoint Energy IncCNP1,500$44,1900.01%
273American Financial Group Inc.025932104350$42,5250.01%
274Philip Morris International Inc718172109426$41,4290.01%
275Albemarle CorpALB-PA184$40,6710.01%
276Analog Devices IncADI205$40,4300.01%
277Enphase Energy IncENPH192$40,3740.01%
278Gilead Sciences IncGILD468$38,8300.01%
279Synovus Financial Corp Com87161C5011,256$38,7220.01%
280Crown Castle Intl CorpCCI289$38,6800.01%
281AvalonBay Communities IncAWX227$38,1500.01%
282ServiceNow IncNOW82$38,1070.01%
283Phillips 66PSX371$37,6120.01%
284Marsh & Mclennan Companies Inc571748102225$37,4740.01%
285Dish Network Corp Class A25470M1094,000$37,3200.01%
286Ametek IncAME252$36,6230.01%
287Progressive Corporation743315103256$36,6230.01%
288O'Reilly Automotive Inc67103H10743$36,5060.01%
289Automatic Data Processing IncADP160$35,6210.01%
290Centene CorpCNC561$35,4610.01%
291Astrazeneca Plc ADRAZN505$35,0520.00%
292Vanguard FTSE All-World Ex-US ETF922042775645$34,4880.00%
293Duke Energy CorpDUKB349$33,6680.00%
294Amphenol Corporation032095101406$33,1780.00%
295Copart, Inc.CPRT437$32,8670.00%
296iShares MSCI USA Quality Factor ETF46432F339261$32,3810.00%
297GE Healthcare Technologies IncGEHC391$32,0740.00%
298Vanguard Mid-Cap ETF922908629150$31,6380.00%
299Vertex Pharmaceuticals IncVRTX100$31,5070.00%
300FTI ConsultingFCN159$31,3790.00%
301Unum GroupUNMA774$30,6190.00%
302Marvell Technology Group Ltd.MRVL684$29,6170.00%
303Cabot CorpCBT386$29,5830.00%
304Manulife Financial Corp (ISIN #CA56501R1064 SEDOL #2492520)56501R1061,598$29,3390.00%
305Best Buy Co IncBBY362$28,3340.00%
306Total SA ADRTTE479$28,2850.00%
307The Charles Schwab CorporationSCHW-PJ539$28,2330.00%
308Travelers Companies IncTRV163$27,9400.00%
309Aflac IncAFL429$27,6790.00%
310Hartford Financial Services Group IncHIG-PG392$27,3180.00%
311EMCOR Group IncEME168$27,3150.00%
312Hershey CoHSY107$27,2220.00%
313Paypal Holdings IncPYPL352$26,7310.00%
314HDFC Bank LTD ADRHDB400$26,6680.00%
315Booking Holdings IncBKNG10$26,5240.00%
316Suncor Energy Inc.SU853$26,4860.00%
317BancFirst CorporationBANFP315$26,1770.00%
318Simon Property Group828806109233$26,0890.00%
319PulteGroup Inc745867101440$25,6430.00%
320Morgan StanleyMS-PQ291$25,5500.00%
321Paccar IncPCAR348$25,4740.00%
322Verisk Analytics, Inc.VRSK132$25,3260.00%
323Activision Blizzard Inc00507V109286$24,4790.00%
324iShares MSCI USA Minimum Volatility46429B697328$23,8590.00%
325Warner Bros Discovery Inc Ser AWBD1,572$23,7370.00%
326Ulta Salon Cosmetics & Fragrance Inc.ULTA43$23,4640.00%
327Simpson Manufacturing Co, Inc.829073105208$22,8050.00%
328Northrop Grumman CorpNOC49$22,6240.00%
329Wells Fargo & Company949746101604$22,5780.00%
330BP PLC Spons ADRBPPFF594$22,5360.00%
331Primerica IncPRI130$22,3910.00%
332United Rentals IncURI56$22,1630.00%
333Autozone IncAZO9$22,1230.00%
334Netflix IncNFLX64$22,1110.00%
335NRG Energy IncNRG640$21,9460.00%
336Electronic Arts IncEA181$21,8010.00%
337Heico Corp Class AHEI-A160$21,7440.00%
338Toronto Dominion Bank OntarioTORO362$21,6840.00%
339Diageo PLC Sponsored ADRDGEAF118$21,3790.00%
340Costar Group IncCSGP305$20,9990.00%
341Monolithic Power Systems, Inc.60983910541$20,5220.00%
342Microchip Technology Inc.MCHPP243$20,3590.00%
343Boston Scientific CorpBSX401$20,0620.00%
344iShares Core Total USD Bond Market ETF46434V613426$19,6600.00%
345Edwards LIfe Sciences CorpEW237$19,6070.00%
346Stryker CorpSYK68$19,4120.00%
347Pioneer Natural Resources Company72378710795$19,4030.00%
348iShares MSCI USA Small Cap Multifactor ETF46434V290378$19,3760.00%
349Cummins IncCMI81$19,3490.00%
350Conagra Foods Inc.CAG512$19,2310.00%
351Kraft Heinz CoKHC496$19,1800.00%
352Acushnet Holdings CorpGOLF375$19,1030.00%
353Host Hotels and Resorts IncHST1,158$19,0950.00%
354Celanese CorpCE175$19,0560.00%
355Manhattan AssociatesMANH122$18,8920.00%
356iShares MSCI USA Value Factor ETF46432F388203$18,7960.00%
357Interpublic Group of Companies Inc.INTR498$18,5460.00%
358Landstar System, Inc.LSTR102$18,2850.00%
359Garmin LTD (Isin #ch0114405324 Sedol #b3z5t1)GRMN181$18,2670.00%
360iShares Edge MSCI USA Momentum Factor46432F396131$18,2140.00%
361iShares MSCI EAFE Value ETF464288877374$18,1500.00%
362Hologic IncHOLX224$18,0770.00%
363Las Vegas Sands Corp.LVS310$17,8100.00%
364FastenalFAST328$17,6920.00%
365Humana IncHUM36$17,4770.00%
366Freeport-Mcmoran Copper & GoldFCX423$17,3050.00%
367CBRE GroupCBRE235$17,1100.00%
368Encompass Health CorpEHC315$17,0420.00%
369Tapestry IncTPR395$17,0280.00%
370Ford Motor Company3453708601,348$16,9850.00%
371Corvel CorpCRVL89$16,9350.00%
372Toro CompanyTORO152$16,8960.00%
373NVR, Inc.NVR3$16,7170.00%
374Watts Water Technologies Inc Class AWTS99$16,6640.00%
375iShares TIPS Bond ETF464287176150$16,5380.00%
376iShares Core Dividend Growth ETF46434V621325$16,2470.00%
377Ingersoll Rand IncIR275$16,0000.00%
378Graco Inc.GGG218$15,9160.00%
379Lamb Weston Holdings IncLW152$15,8870.00%
380Quanta Services Inc74762E10294$15,6640.00%
381Emerson Electric CoEMR177$15,4240.00%
382RBC Bearings IncRBC65$15,1270.00%
383Tradeweb Markets Inc892672106189$14,9350.00%
384AES CorpAES613$14,7610.00%
385Packaging Corp of America695156109106$14,7160.00%
386Constellation Brands Inc Class ASTZ65$14,6830.00%
387DXC Technology CoDXC573$14,6460.00%
388SL Green Realty Corp Common Stock78440X887620$14,5820.00%
389iShares MSCI EAFE Growth ETF464288885145$13,5840.00%
390Textron IncTXT189$13,3490.00%
391Factset Research Systems Inc30307510532$13,2830.00%
392Rockwell Automation IncROK45$13,2050.00%
393Brown & Brown IncBRO226$12,9770.00%
394First Hawaiian IncFHB625$12,8940.00%
395Halliburton CoHAL403$12,7510.00%
396Moderna IncMRNA83$12,7470.00%
397Autodesk IncADSK61$12,6980.00%
398Teledyne Technologies IncTDY28$12,5260.00%
399Hasbro IncHAS233$12,5100.00%
400Brookfield Infrastructure Series 5 Pref Shs Class ABIPC268$12,3440.00%
401Medical Properties Trust Inc58463J3041,500$12,3300.00%
402SBA Communications CorporationSBAC47$12,2700.00%
403Franklin Resources IncBEN447$12,0420.00%
404Huntington Bancshares IncHBANP1,068$11,9620.00%
405Howmet Aerospace IncHWM280$11,8640.00%
406MercadolibreMELI9$11,8630.00%
407Moelis & Co Class AMC308$11,8400.00%
408CarMax, IncKMX181$11,6350.00%
409Whirpool CorporationWHR-PA88$11,6180.00%
410HSBC Holdings PLCHBCYF335$11,4340.00%
411W W Grainger Inc.38480210416$11,0210.00%
412Verisign, Inc.VRSN51$10,7780.00%
413Regeneron PharmaceuticalsREGN13$10,6820.00%
414Domino's Pizza Inc.DPZ32$10,5560.00%
415Harley-Davidson IncHOG278$10,5560.00%
416RLI CorpRLI79$10,5000.00%
417LCI Industries50189K10394$10,3280.00%
418iShares US Treasury Bond ETF46429B267441$10,3110.00%
419Aspen Technology Inc29109X10645$10,2990.00%
420Marathon Oil CorpMARA428$10,2550.00%
421Lulu Lemon Athletica IncLULU28$10,1970.00%
422Tyler Technologies, Inc.TYL28$9,9300.00%
423Artisan Partners Asset Management Inc04316A108310$9,9140.00%
424Fiserv, Inc.FISV86$9,7210.00%
425Lennar Corp Class ALEN-B91$9,5650.00%
426Dow IncDOW174$9,5390.00%
427Marriott International Inc57190320257$9,4640.00%
428Williams Companies Inc969457100306$9,1370.00%
429Estee Lauder Companies Inc.51843910437$9,1190.00%
430Agilent Technologies, Inc.A64$8,8540.00%
431Liberty Formula One Group CFWONB116$8,6800.00%
432Bancorp IncTBBK300$8,3550.00%
433EPR Properties REIT26884U109215$8,1920.00%
434Martin Marietta Materials, Inc57328410623$8,1660.00%
435Capital One Financial Corp14040H10584$8,0770.00%
436Black Knight, Inc.09215C105140$8,0580.00%
437Vail Resorts IncMTN33$7,7110.00%
438CPI Aerostructures IncCVU2,000$7,6000.00%
439Idexx Labs45168D10415$7,5010.00%
440Citizens Financial Group, Inc.CIA244$7,4100.00%
441UGI Corp902681105210$7,3000.00%
442Dexcom IncDXCM61$7,0870.00%
443Marathon Petroleum CorpMARA50$6,7420.00%
444Brookfield Renewable Corp Class ABEPC192$6,7100.00%
445iShares MSCI Emerg Mkts Min Vol Fctr ETF464286533121$6,6030.00%
446GartnerIT20$6,5150.00%
447PriceSmart, Inc.PSMT89$6,3620.00%
448Jack Henry & Associates, Inc.42628110141$6,1800.00%
449Snowflake, Inc. Class ASNOW40$6,1720.00%
450Atlassian Corp ATEAM36$6,1620.00%
451Airbnb Inc Class AABNB49$6,0960.00%
452Shopify IncSHOP126$6,0400.00%
453HubSpot IncHUBS14$6,0030.00%
454Donaldson CoDCI91$5,9460.00%
455Under ArmourUA684$5,8350.00%
456Snap IncSNAP500$5,6050.00%
457iShares MSCI Emerging Markets Multifactor ETF46434G889135$5,6050.00%
458Hyatt Hotels Corp Class AH48$5,3660.00%
459Tilray IncTLRY2,000$5,0600.00%
460Atrion Corp0499041058$5,0230.00%
461VMware Inc92856340240$4,9940.00%
462Brookfield Asset Management Ltd Class A113004105149$4,8750.00%
463Wix.Com Ltd.WIX48$4,7900.00%
464Dril-Quip Inc262037104166$4,7630.00%
465TransUnionTRU75$4,6610.00%
466Darden Restaurants Inc ComDRI30$4,6550.00%
467US BancorpUSB-PS128$4,6140.00%
468Laboratory Corp of America Holdings50540R40920$4,5880.00%
469Trade Desk Inc88339J10575$4,5680.00%
470Monday.comMNDY30$4,2830.00%
471CrowdStrike Holdings Inc Class ACRWD31$4,2550.00%
472Repligen CorporationRGEN25$4,2090.00%
473AptarGroup, Inc.ATR34$4,0180.00%
474Clearwater Analytics Holdings Inc Class ACWAN250$3,9900.00%
475ANSYS, Inc.03662Q10511$3,6610.00%
476Howard Hughes CorpHHH45$3,6000.00%
477Omnicom Group IncOMC38$3,5850.00%
478Credit Acceptance Corp2253101018$3,4880.00%
479Archer DanielsADM42$3,3460.00%
480Fifth Third BancorpFITBM116$3,0900.00%
481Ares Management Corp Class AARES-PB37$3,0870.00%
482Ross Stores IncROST27$2,8660.00%
483Bank Of New York Mellon Corp06405810063$2,8630.00%
484Avery Dennison CorpAVY16$2,8630.00%
485Cabot Oil & Gas Corp Class ACTRA116$2,8470.00%
486Corteva, Inc.CTVA45$2,7140.00%
487Under Armour Inc Class A ShsUA281$2,6670.00%
488General Mills Inc37033410431$2,6490.00%
489HP IncHPQ86$2,5240.00%
490CDW CorporationCDW12$2,3390.00%
491Jabil Circuit IncJBL26$2,2920.00%
492Vanguard Growth Index Fund ETF9229087369$2,2450.00%
493F&G Annuities & Life IncFGSN120$2,1740.00%
494Keycorp493267108169$2,1160.00%
495Public StoragePSA-PS7$2,1150.00%
496International Business MachinesINTR16$2,0970.00%
497Summit Materials Inc Class A86614U10073$2,0800.00%
498CSX CorporationCSX69$2,0660.00%
499Roblox CorpRBLX56$2,0520.00%
500Stanley Black & DeckerSWK25$2,0150.00%