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13F
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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

Vigilant Capital Management, LLC

Quarter ended Q2 2023 · Filed May 1, 2023 · Accession 0001425845-23-000006

Total Value
$1.2M
Positions
438
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (438)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL306,380$50,5224.10%
2Microsoft CorpMSFT166,360$47,9623.89%
3Accenture PLCACN144,179$41,2083.34%
4Visa IncV181,213$40,8563.32%
5JPMorgan Chase & CoVYLD313,378$40,8363.31%
6UnitedHealth Group IncorporatedUNH82,623$39,0473.17%
7Abbott LaboratoriesABLZF377,947$38,2713.11%
8Linde PlcLIN105,972$37,6673.06%
9Home Depot IncHD127,353$37,5843.05%
10AbbVie IncABBV225,210$35,8922.91%
11Union Pacific CorpUNP161,837$32,5712.64%
12iShares Gold TrustIAU829,117$30,9842.51%
13AstraZeneca Plc ADRAZN419,008$29,0832.36%
14ASML Holding NV ADRASMLF42,484$28,9192.35%
15PepsiCo IncPEP158,174$28,8352.34%
16Amazon.com, Inc.AMZN275,274$28,4332.31%
17Marsh & McLennan Companies Inc571748102167,248$27,8552.26%
18Waste Management, Inc94106L109169,713$27,6922.25%
19TotalEnergies SE Sponsored ADRTTE468,407$27,6592.25%
20Taiwan Semiconductor Manufacturing Co Ltd874039100272,795$25,3752.06%
21NXP Semiconductors NVNXPI134,907$25,1572.04%
22Constellation BrandSTZ111,012$25,0772.04%
23American Water Works Company, Inc.030420103167,690$24,5651.99%
24Nike IncNKE195,097$23,9271.94%
25Verisk Analytics IncVRSK121,416$23,2951.89%
26Church & Dwight Co., Inc.CHD261,415$23,1121.88%
27IQVIA Holdings IncIQV114,274$22,7281.84%
28Houlihan Lokey IncHLI257,095$22,4931.83%
29Sherwin Williams CoSHW99,266$22,3121.81%
30L3Harris Technologies Inc.LHX113,467$22,2671.81%
31Allegion PLCALLE205,354$21,9171.78%
32Crown Castle International CorpCCI161,497$21,6151.75%
33ConocoPhillipsCOP205,065$20,3441.65%
34Alexandria Real Estate Equities, Inc015271109156,160$19,6121.59%
35Janus Henderson AAA CLO ETF47103U845327,096$16,1951.31%
36Lonza Group AG Unsponsored ADR54338V101241,724$14,4801.18%
37Broadridge Financial Solutions, Inc.11133T10388,232$12,9321.05%
38Intuitive Surgical, Inc.ISRG50,191$12,8221.04%
39Baker Hughes CoBKR440,155$12,7031.03%
40Hyatt Hotels CorpH112,390$12,5641.02%
41Alphabet Inc Cap Stk Cl AGOOG119,897$12,4371.01%
42Trane Technologies PLC Class ATT67,549$12,4281.01%
43Adyen N.V. Unsponsored ADR00783V104783,772$12,4151.01%
44ServiceNow, Inc.NOW25,859$12,0170.98%
45SPDR Gold SharesGLD51,043$9,3520.76%
46Pfizer IncPFE84,259$3,4380.28%
47Procter & Gamble Co74271810919,373$2,8810.23%
48Johnson & JohnsonJNJ14,411$2,2340.18%
49Ametek IncAME13,829$2,0100.16%
50Colgate-Palmolive CoCL23,076$1,7340.14%
51Rockwell Automation, Inc.ROK5,904$1,7330.14%
52Lilly Eli & CoLLY4,226$1,4510.12%
53O'Reilly Automotive, Inc67103H1071,511$1,2830.10%
54Berkshire Hathaway Inc Class BBRK-A3,675$1,1350.09%
55Vanguard Index Fds Growth ETF9229087364,450$1,1100.09%
56Caterpillar IncCAT4,742$1,0850.09%
57Exxon Mobil CorporationXOM9,043$9920.08%
58iShares Global Clean Energy46428822444,617$8830.07%
59Humana IncHUM1,750$8500.07%
60Walt Disney Co2546871068,331$8340.07%
61Lowe's Companies Inc5486611074,163$8320.07%
62Amgen IncAMGN3,229$7810.06%
63International Business Machines CorpINTR5,889$7720.06%
64Schwab Fundamental US Broad Market ETF80852478914,130$7650.06%
65SPDR S&P 500 Growth78464A40913,000$7200.06%
66Merck & Co IncMRK6,719$7150.06%
67SPDR S&P 500 ETFSPY1,709$7000.06%
68TJX Companies Inc8725401098,811$6900.06%
69Bristol-Myers Squibb CompanyCELG-RI9,849$6830.06%
70SPDR S&P MidCap 400 ETFMDY1,465$6720.05%
71Unilever Plc Adr NewUNLYF12,746$6620.05%
72Cummins Inc ComCMI2,750$6570.05%
73Alphabet Inc Cap Stk Cl CGOOG6,238$6490.05%
74Chevron CorpCVX3,940$6430.05%
75Coca-Cola CoKO10,300$6390.05%
76Aon Corp ComAON2,005$6320.05%
77Chubb LtdCB3,224$6260.05%
78United Parcel Service Inc (UPS)UPS3,107$6030.05%
79Vanguard Value ETF9229087444,284$5920.05%
80Oracle CorpORCL-PD6,330$5880.05%
81NextEra Energy IncNEE-PW7,413$5710.05%
82Becton Dickinson & CoBDX2,263$5600.05%
83Cisco Systems IncCSCO10,627$5560.05%
84SPDR Dow Jones Industrial Average ETF78467X1091,664$5530.04%
85Schwab US Broad Market ETF80852410211,459$5480.04%
86Raytheon Technologies CorporationRTX5,463$5350.04%
87Nestle SA6410694064,326$5260.04%
88Texas Instruments Inc8825081042,768$5150.04%
893M CoMMM4,809$5050.04%
90McDonald's CorpMCD1,740$4870.04%
91Sysco CorpSYY6,267$4840.04%
92Vanguard Intl Eqty Idx Allwrld Ex Us Index Fund9220427759,031$4830.04%
93iShares Morningstar Large-Cap ETF4642871278,384$4730.04%
94Illumina IncILMN2,015$4690.04%
95Invesco BulletShares 2025 Corp Bd ETFIVZ22,716$4610.04%
96Goldman Sachs Group, Inc.GSCE1,383$4520.04%
97Vanguard Total Stock Market ETF9229087692,132$4350.04%
98Adobe Systems IncADBE1,083$4170.03%
99American Express CoAXP2,500$4120.03%
100iShares Core S&P 500464287200978$4020.03%
101Invesco BulletShares 2023 Corp Bd ETFIVZ18,116$3820.03%
102Costco Wholesale Corp22160K105760$3780.03%
103American Elec Pwr Inc Com0255371014,140$3770.03%
104Newell Rubbermaid IncNWL28,876$3590.03%
105Wisdomtree US MidcapWT7,122$3540.03%
106Parker Hannifin Corp ComPH1,046$3520.03%
107Eaton Corp PLCETN2,057$3520.03%
108Illinois Tool Works Inc4523081091,384$3370.03%
109CSX CorpCSX10,703$3200.03%
110iShares iBonds Dec 2023 Term Corp ETF46434VAX812,555$3160.03%
111Smucker Jm Co8326964052,000$3150.03%
112Invesco BulletShares 2024 Corp Bd ETFIVZ14,841$3060.02%
113Medtronic PLCMDT3,759$3030.02%
114Mondelez International Inc6092071054,284$2990.02%
115General Mills Inc3703341043,416$2920.02%
116iShares TR Russell1000Val4642875981,918$2920.02%
117Air Products & Chemical IncAIIR1,016$2920.02%
118Vanguard Dividend Appreciation ETF9219088441,856$2860.02%
119Roper Technologies IncROP650$2860.02%
120Guggenheim Solar ETFIVZ3,665$2850.02%
121Wal-Mart Stores IncWMT1,911$2820.02%
122Nice LtdNCSYF1,200$2750.02%
123Hubbell IncHUBB1,131$2750.02%
124Catalent Inc1488061024,124$2710.02%
125Automatic Data Processing IncADP1,181$2630.02%
126Honeywell International4385161061,372$2620.02%
127Verizon Communications IncVZ6,664$2590.02%
128Qualcomm IncQCOM2,000$2550.02%
129iShares iBonds Dec 2024 Term Corp ETF46434VBG410,325$2540.02%
130Invesco BulletShares 2026 Corp Bd ETFIVZ13,280$2540.02%
131First Tr Value Line Shs Index ETF33734H1066,240$2510.02%
132ISHARES IBONDS DEC 2029 TERM ETF46436E20510,875$2490.02%
133Schwab US Large Cap ETF8085242015,016$2430.02%
134iShares iBonds Dec 2027 Term Corp ETF46435UAA99,893$2360.02%
135Mastercard Inc Cl AMA647$2350.02%
136PowerShares QQQ ETFIVZ700$2250.02%
137I Shares S&P Global Healthcare ETF4642873252,700$2250.02%
138iShares iBonds Dec 2026 Term Corp ETF46435GAA09,250$2200.02%
139iShares iBonds Dec 2025 Term Muni Bond ETF46435U4328,155$2170.02%
140American Tower Corp Cl A03027X1001,054$2150.02%
141Novartis AGNVSEF2,219$2040.02%
142iShares iBonds Dec 2025 Term Corp ETF46434VBD17,900$1940.02%
143Ishares S&P 500 Growth4642873093,000$1920.02%
144Whirlpool CorpWHR-PA1,450$1910.02%
145Mckesson CorporationMCK530$1890.02%
146Invesco BulletShares 2027 Corp Bd ETFIVZ9,737$1880.02%
147PACCAR IncPCAR2,550$1870.02%
148Gartner IncIT570$1860.02%
149Travelers Companies ComTRV1,082$1850.02%
150Vanguard FTSE Emerging Markets ETF9220428584,512$1820.01%
151Du Pont E I De Nemour&CoDD2,455$1760.01%
152Guggenheim S&P 500 Equal Weight ETFIVZ1,200$1740.01%
153Activision Blizzard In Com00507V1092,020$1730.01%
154Vertex Pharmaceuticals IncVRTX550$1730.01%
155Meta Platforms Inc Class AMETA800$1700.01%
156CVS Health CorpCVS2,291$1700.01%
157Idexx Labs Inc45168D104339$1700.01%
158Darling IngredientsDAR2,750$1610.01%
159Thermo Fisher CorpTMO277$1600.01%
160iShares Core S&P Small-Cap4642878041,639$1580.01%
161Duke Energy Corp New ComDUKB1,633$1580.01%
162Truist Finl Corp Com89832Q1094,613$1570.01%
163Bank Of America0605051045,452$1560.01%
164iShares iBonds Dec 2023 Term Muni Bond ETF46435G3185,985$1520.01%
165Technolgy Sector Spdr Tr Sbi81369Y8031,000$1510.01%
166Entergy CorpENO1,400$1510.01%
167General Motors Corp37045V1004,100$1500.01%
168Powershs Exch Trad Fd Tr Powershares WaterIVZ2,820$1500.01%
169Blackstone Group LPBX1,700$1490.01%
170Kimberly-Clark CorpKMB1,102$1480.01%
171Dow Chemical CoDOW2,635$1440.01%
172United Therapeutics CorpUTHR639$1430.01%
173Waste Connections IncWCN1,005$1400.01%
174Schwab Fundamental Intl Large Co ETF8085247554,345$1360.01%
175Comcast CorpCCZ3,526$1340.01%
176iShares MSCI USA ESG Select ETF4642888021,525$1340.01%
177S & P Healthcare ETF81369Y2091,019$1320.01%
178Invesco BulletShares 2030 Corp Bd ETFIVZ8,021$1320.01%
179Nvidia Corp ComNVDA470$1310.01%
180Corteva Inc comCTVA2,136$1290.01%
181iShares Russell Midcap Index Fund4642874991,845$1290.01%
182Tyson Foods Inc Class ATSN2,135$1270.01%
183iShares Russell Mid Cap4642874811,400$1270.01%
184Invesco BulletShares 2029 Corp Bd ETFIVZ6,829$1250.01%
185Tyler TechnologiesTYL350$1240.01%
186NETFlix Inc ComNFLX360$1240.01%
187Vanguard Meg Cap Grth921910816600$1230.01%
188Boeing CoBA-PA577$1230.01%
189GE Co3696043011,253$1200.01%
190iShares iBonds Dec 2032 Term Corp ETF46436E3124,633$1160.01%
191SHELL ADR EACH REP 2 ORD WIRYDAF2,000$1150.01%
192Moderna IncMRNA750$1150.01%
193Danaher Corp235851102451$1140.01%
194Cincinnati Financial Corp1720621011,000$1120.01%
195Tesla Motors IncTSLA535$1110.01%
196Energy Select Sector SPDR ETF81369Y5061,340$1110.01%
197Schlumberger LtdSLB2,250$1100.01%
198Schwab US Dividend8085247971,495$1090.01%
199Berkley WR CorpWRB-PH1,757$1090.01%
200Norfolk Southern Corp655844108513$1090.01%
201Vanguard REIT9229085531,300$1080.01%
202Iron Mountain Inc46284V1012,024$1070.01%
203Strive U.S. Energy ETF02072L7223,800$1060.01%
204Philip Morris International Inc7181721091,068$1040.01%
205Republic Services Inc760759100766$1040.01%
206I Shares S&P Global Info Technology ETF4642872911,900$1030.01%
207Skyworks Solutions IncSWKS856$1010.01%
208Cigna Corp125523100390$1000.01%
209General Dynamics CorpGD438$1000.01%
210Agilysys IncAGYS1,205$990.01%
211Conagra Brands, Inc.CAG2,613$980.01%
212Andover Bancorp Inc0342631034,625$960.01%
213Huntington BancshsHBANP8,539$960.01%
214Cullen/Frost Bankers IncCFR-PB880$930.01%
215CurrencyShares Canadian Dollar ETFIVZ1,250$910.01%
216Sigmatron International Inc82661L10134,298$900.01%
217Price T Rowe Group Inc ComTROW800$900.01%
218AstraZeneca PLCAZN647$900.01%
219S & P Materials ETF81369Y1001,100$890.01%
220ISHARES IBND DEC 2030 TRM CORP ETF46436E7264,091$880.01%
221iShares iBonds Dec 2026 Term Muni Bd ETF46435U2593,390$870.01%
222Corning IncGLW2,448$860.01%
223iShares iBonds Dec 2024 Term Muni Bond ETF46435U6973,335$860.01%
224Lockheed Martin CorpLMT180$850.01%
225T-Mobile US IncTMUSZ543$790.01%
226ASML Holding NVASMLF113$770.01%
227Network Appliance IncNTAP1,200$770.01%
228Schwab International Equity ETF8085248052,220$770.01%
229US BancorpUSB-PS2,100$760.01%
230Cardinal HealthCAH1,000$760.01%
231Viatris IncVTRS7,934$760.01%
232Intuit IncINTU165$740.01%
233Dollar General Corp256677105340$720.01%
234Phillips 66PSX700$710.01%
235Stryker CorporationSYK250$710.01%
236Canadian Pac Ry Ltd Com13645T100929$710.01%
237I Shares S&P Global Industrials ETF464288729610$700.01%
238I Shares TR Barclays Bond Barclays Intermed464288612660$690.01%
239Schwab Fundamental US8085247711,197$660.01%
240Trueblue Inc ComTBI3,717$660.01%
241Liberty Broadband Corp. Class CLBRDP800$650.01%
242I Shares S&P Global Financials464287333935$650.01%
243Dominion Resources IncD1,155$650.01%
244iShares National Muni Bond464288414590$640.01%
245America Movil Sab Cv Spon Adr L ShsAMXOF3,000$630.01%
246Enterprise Products Partners LP2937921072,450$630.01%
247Zoetis IncZTS381$630.01%
248Textron IncTXT896$630.01%
249Plug Power Inc NewPLUG5,250$620.01%
250Omnicom Group Inc ComOMC650$610.00%
251Ingredion IncINGR600$610.00%
252Real Estate Select Sctr81369Y8601,645$610.00%
253Mdu Resources Group Inc5526901092,000$610.00%
254Ishares Tr Sh Tr Crport Etf4642886461,205$610.00%
255Novo-Nordisk A-S ADR F 1 ADR Rep 1 OrdNONOF376$600.00%
256INVESCO BULLETSHS 2032 CORP BND ETFIVZ2,926$600.00%
257AT&T IncT-PC3,052$590.00%
258Lincoln Electric Holdings Inc533900106350$590.00%
259Intel CorpINTC1,735$570.00%
260Steel Dynamics Inc ComSTLD500$570.00%
261iShares Globl Consumer Discretionary464288745385$560.00%
262Akamai Technologies ComAKAM700$550.00%
263iShares iBonds Dec 2027 Term Muni Bd ETF46435U2832,170$550.00%
264Chemours CompanyCC1,800$540.00%
265Altria Group IncMO1,202$540.00%
266Morgan StanleyMS-PQ613$540.00%
267LTC Properties Inc5021751021,500$530.00%
268Schwab US TIPS ETF808524870986$530.00%
269TE Connectivity LtdTEL400$520.00%
270Broadcom Inc ComAVGO79$510.00%
271Gilead Sciences IncGILD600$500.00%
272Msc Indl Direct Inc553530106600$500.00%
273Exelon CorporationEXC1,200$500.00%
274Paypal Hldgs IncPYPL650$490.00%
275Zimmer Biomet Holdings IncZBH382$490.00%
276Southern CoSOMN700$490.00%
277Sun Life FinancialSUNFF1,025$480.00%
278Novo Nordisk A/S BNONOF303$480.00%
279ETFS Physical PlatinumPPLT500$460.00%
280Honda Motor Co LtdHNDAF1,713$450.00%
281Vanguard ESG US Stock ETF921910733624$450.00%
282Anthem IncELV95$440.00%
283National Grid Plc ADR F Sponsored ADRNMPWP640$440.00%
284Pub Svc Ent Group Inc744573106700$440.00%
285Williams Cos Inc9694571001,450$430.00%
286BP PLCBPPFF1,144$430.00%
287iShares MSCI KLD 400 Social ETF464288570550$430.00%
288WOLFSPEED ORDWOLF644$420.00%
289VeriSign IncVRSN200$420.00%
290iShares TR Russell Mcp Vl464287473400$420.00%
291iShares 0-5 Year TIPS Bond ETF46429B747425$420.00%
292Eastman Chem Co ComEMN487$410.00%
293Manpower Inc Com56418h100500$410.00%
294Ford Motor Co3453708603,172$400.00%
295I Shares S&P Gbl Consumer Staples Sector In464288737645$400.00%
296Mestek Inc5908293052,000$400.00%
297Cognizant Tech Solutns Cl ACTSH600$370.00%
298CMS Energy CorpCMS-PC582$360.00%
299iShares TR Msci Eafe Fd Msci Eafe Index Fu464287465500$360.00%
300Northway Financial Inc6672702011,950$360.00%
301American States Water Co029899101400$360.00%
302Kinder Morgan, Inc.EP-PC2,000$350.00%
303First Republic Bank33616C1002,500$350.00%
304Total SATTE580$340.00%
305Commerce Bancshares IncCBSH577$340.00%
306Global Payments Inc.37940X102324$340.00%
307Genuine Parts Co ComGPC200$330.00%
308Lvmh Moet New Adr502441306172$320.00%
309Archer-Daniels Midland CoADM400$320.00%
310I Shares TR S&G Gl Materia464288695365$310.00%
311Constellation Energy ComCEG398$310.00%
312Valero Energy Corp New ComVLO213$300.00%
313I Shares S&P Global Energy ETF464287341780$290.00%
314Applied Materials038222105225$280.00%
315EverQuote IncEVER2,000$280.00%
316Polaris IncPII250$280.00%
317Ulta Beauty IncULTA51$280.00%
318Invesco S&P 500 Low Volatility ETFIVZ450$280.00%
319Smith A. O. CorpAOS400$280.00%
320Watsco, Inc.WSO-B87$280.00%
321ETFS Physical Swiss Gold00326A1041,456$270.00%
322Toronto Dominion Bk Ont Com NewTORO432$260.00%
323iShares Nasdaq Biotechnology464287556200$260.00%
324Amkor Technology Inc ComAMKR953$250.00%
325RadNet IncRDNT1,000$250.00%
326Deere & Co ComDE61$250.00%
327Walgreen Boots Alliance Inc Com931427108700$240.00%
328S&Pglobal Inc ComSPGI71$240.00%
329Landstar System IncLSTR135$240.00%
330Lear Corp.LEA166$230.00%
331Enbridge Inc ComENNPF600$230.00%
332Schwab Fundamental Emerg Mkts Large Co ETF808524730870$230.00%
333Dover CorpDOV150$230.00%
334Safran SAF4035A557158$230.00%
335Sylvamo CorpSLVM481$220.00%
336Autozone IncAZO9$220.00%
337Magellan Midstream Partners, L.P.559080106410$220.00%
338Vanguard Total World Stock ETF922042742236$220.00%
339Intercontinentalexchan Com45866F104210$220.00%
340Albany International Corp012348108241$220.00%
341Schneider Elec Sa80687P106660$220.00%
342Dfa Invt Dimension Grp Tax Mng Us Scp25434V500400$210.00%
343Vanguard Mega Cap ETF921910873140$200.00%
344Ishares Russell46428764890$200.00%
345AIA Group LtdY002A11051,884$200.00%
346Sanofi SASNYNF375$200.00%
347BlackRock Intermediate Muni Inc Bd ETFBLK840$200.00%
348Dominos Pizza IncDPZ58$190.00%
349United Rentals IncURI49$190.00%
350WEX IncWEX100$180.00%
351Marriott International Inc571903202108$180.00%
352Invesco BulletShares 2028 Corp Bd ETFIVZ915$180.00%
353Snowflake Cl A OrdSNOW110$170.00%
354Siteone Landscape Supply Inc comSITE124$170.00%
355Cons Staples Select Sector Spdr Tr Sbi81369Y308232$170.00%
356iShares iBonds Dec 2028 Term Muni Bd ETF46435U325650$170.00%
357GE HEALTHCARE TECHNOLOGIES ORD WIGEHC201$160.00%
358Eversource EnergyES200$160.00%
359S & P Utilities ETF81369Y886232$160.00%
360NextEra Energy Partners LPNEE-PW265$160.00%
361iShares ESG U.S. Aggregate Bond ETF46435U549330$160.00%
362Kla-Tencor CorporationKLAC38$150.00%
363Yelp Inc Class AYELP500$150.00%
364ESSILOR LUXOTTICAF3166810082$150.00%
365Johnson Controls IncG51502105243$150.00%
366S & P Industrials ETF81369Y704150$150.00%
367iShares Global Comm Services ETF464287275215$140.00%
368Curaleaf Holdings IncCURLF5,000$140.00%
369Crispr Therapeutics Agnamen AktCRSP300$140.00%
370Carlisle Co14233910060$140.00%
371Airbus Group SEAIIR107$140.00%
372Idex Corp45167R10462$140.00%
373Prologis, Inc.PLDGP115$140.00%
374iShares Global Utilities ETF464288711225$140.00%
375ELANCO ANIMAL HEALTH INCELAN1,378$130.00%
376Ishares Tr Intrm Tr Crp Etf464288638250$130.00%
377BJ s Wholesale Club Holdings Inc05550J101160$120.00%
378Equinix, Inc.EQIX16$120.00%
379Uniti Group IncUNIT3,430$120.00%
380Keyence CorpBEKE22$110.00%
381Hanesbrands Inc4103451022,000$110.00%
382L Oreal SAF5814913324$110.00%
383Diamondback Energy, Inc.FANG80$110.00%
384Nordson CorpNDSN49$110.00%
385DBS Group Holdings Ltd Sponsored ADR23304Y10099$100.00%
386Xylem Inc ComXYL92$100.00%
387FTI Consulting IncFCN50$100.00%
388Sunrun IncRUN500$100.00%
389KYNDRYL HOLDINGS ORD WIKD576$90.00%
390SeaChange International, Inc.SE25,000$90.00%
391Starbucks CorpSBUX84$90.00%
392EOG Resources IncEOG79$90.00%
393iShares TR S&P Midcap 40046428750735$90.00%
394Moodys Corp AMCO28$90.00%
395Sangamo BioSciences IncSGMO5,000$90.00%
396J B Hunt Transport44565810750$90.00%
397I Shares Barclays 1-3 Year Treasury Bond464287457110$90.00%
398Flextronics Intl.LtdFLEX332$80.00%
399RPM International Inc74968510388$80.00%
400Hermes International SAF480511004$80.00%
401Ingersoll Rand Co Ltd Class AIR140$80.00%
402Booz Allen Hamilton Holding CorpBAH91$80.00%
403Vanguard Short Term Inflation Protected Securities Index Fund922020805175$80.00%
404Lauder Estee Cos Inc Cl A51843910430$70.00%
405SPDR Kensho Clean Power ETF78468R65578$70.00%
406iShares Core MSCI EAFE ETF46432F842110$70.00%
407American International Group Inc026874784140$70.00%
408Cavco Industries Inc14956810718$60.00%
409Regal Beloit Corp ComRBC27$60.00%
410Alibaba Group Holding LtdBBAAY50$50.00%
411Citigroup IncC-PR100$50.00%
412Markel CorpMKL4$50.00%
413Steris Corp ComSTE25$50.00%
414Molina Healthcare Inc ComMOH19$50.00%
415Exponent IncEXPO53$50.00%
416I Shares Msci Emrg Mkt Fd Emerging Markets46428723495$40.00%
417Morningstar IncMORN18$40.00%
418Affiliated ManagersMGRE28$40.00%
419Fresenius Med Care Spons ADRFMCQF200$40.00%
420Schwab Emerging Markets Equity ETF808524706110$30.00%
421iShares ESG Aware MSCI EM ETF46434G86395$30.00%
422The Charles Schwab CorpSCHW-PJ53$30.00%
423Factset Research Sys3030751058$30.00%
424PROCEPT BioRobotics CorpPRCT100$30.00%
425Bancroft Fund059695106177$30.00%
426UiPath IncPATH100$20.00%
427Cannabix Technologies Inc13765L1017,000$20.00%
428nVent Electric PLCNVT51$20.00%
429Ssr Mng IncSSRGF100$20.00%
430Regis CorpRGS1,622$20.00%
431Pulte Homes Inc Com74586710140$20.00%
432Organon &Co Common StockOGN105$20.00%
433Teradyne Inc ComTER15$20.00%
434Alliancebernstein Gbl ComAWF174$20.00%
435PC Connection IncCNXN31$10.00%
436Royal Gold IncRGLD8$10.00%
437Williams-Sonoma IncWSM11$10.00%
438JH Investors Trust410142103100$10.00%