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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

Vigilant Capital Management, LLC

Quarter ended Q3 2023 · Filed August 8, 2023 · Accession 0001667731-23-000362

Total Value
$1.3M
Positions
454
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (454)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple IncAAPL302,295$58,6364.38%
2Microsoft CorpMSFT163,474$55,6694.16%
3JPMorgan Chase & CoVYLD316,682$46,0583.44%
4Accenture PLCACN147,494$45,5143.40%
5Visa IncV182,632$43,3723.24%
6Abbott LaboratoriesABLZF389,496$42,4633.17%
7UnitedHealth Group IncorporatedUNH87,318$41,9693.14%
8Home Depot IncHD131,261$40,7753.05%
9Linde PlcLIN106,883$40,7313.04%
10Amazon.com, Inc.AMZN274,308$35,7592.67%
11Union Pacific CorpUNP164,531$33,6662.52%
12Marsh & McLennan Companies Inc571748102168,680$31,7252.37%
13AbbVie IncABBV231,517$31,1922.33%
14ASML Holding NV ADRASMLF42,596$30,8712.31%
15iShares Gold TrustIAU846,589$30,8072.30%
16PepsiCo IncPEP162,900$30,1722.26%
17AstraZeneca Plc ADRAZN418,805$29,9742.24%
18Waste Management, Inc94106L109170,723$29,6072.21%
19Taiwan Semiconductor Manufacturing Co Ltd874039100285,374$28,8002.15%
20NXP Semiconductors NVNXPI138,695$28,3882.12%
21Constellation BrandSTZ113,592$27,9582.09%
22TotalEnergies SE Sponsored ADRTTE473,840$27,3122.04%
23Verisk Analytics IncVRSK120,462$27,2282.04%
24Sherwin Williams CoSHW101,356$26,9122.01%
25IQVIA Holdings IncIQV118,727$26,6861.99%
26Allegion PLCALLE218,622$26,2391.96%
27Houlihan Lokey IncHLI266,093$26,1601.96%
28Church & Dwight Co., Inc.CHD260,823$26,1421.95%
29American Water Works Company, Inc.030420103171,463$24,4761.83%
30L3Harris Technologies Inc.LHX116,008$22,7111.70%
31Nike IncNKE198,450$21,9031.64%
32ConocoPhillipsCOP211,395$21,9031.64%
33Crown Castle International CorpCCI163,915$18,6771.40%
34Alexandria Real Estate Equities, Inc015271109162,118$18,3991.38%
35Janus Henderson AAA CLO ETF47103U845344,518$17,1741.28%
36Intuitive Surgical, Inc.ISRG48,794$16,6851.25%
37ServiceNow, Inc.NOW27,219$15,2961.14%
38Alphabet Inc Cap Stk Cl AGOOG125,239$14,9911.12%
39Broadridge Financial Solutions, Inc.11133T10389,928$14,8951.11%
40Lonza Group AG Unsponsored ADR54338V101240,842$14,3731.07%
41Baker Hughes CoBKR441,621$13,9601.04%
42Adyen N.V. Unsponsored ADR00783V104792,905$13,7091.02%
43Trane Technologies PLC Class ATT68,911$13,1800.99%
44Hyatt Hotels CorpH114,435$13,1120.98%
45SPDR Gold SharesGLD50,423$8,9890.67%
46Pfizer IncPFE83,759$3,0720.23%
47Procter & Gamble Co74271810918,257$2,7700.21%
48Johnson & JohnsonJNJ15,880$2,6280.20%
49Ametek IncAME13,829$2,2390.17%
50Rockwell Automation, Inc.ROK5,904$1,9450.15%
51Lilly Eli & CoLLY3,976$1,8640.14%
52Colgate-Palmolive CoCL22,676$1,7470.13%
53Caterpillar IncCAT6,442$1,5850.12%
54Berkshire Hathaway Inc Class BBRK-A4,220$1,4390.11%
55O'Reilly Automotive, Inc67103H1071,408$1,3450.10%
56Alphabet Inc Cap Stk Cl CGOOG10,628$1,2860.10%
57Exxon Mobil CorporationXOM11,372$1,2200.09%
58Vanguard Index Fds Growth ETF9229087364,050$1,1460.09%
59Lowe's Companies Inc5486611074,323$9760.07%
60Amgen IncAMGN4,129$9170.07%
61CSX CorpCSX25,553$8710.07%
62iShares Global Clean Energy46428822446,717$8600.06%
63Schwab Fundamental US Broad Market ETF80852478914,471$8210.06%
64SPDR S&P 500 ETFSPY1,790$7940.06%
65SPDR S&P 500 Growth78464A40913,000$7930.06%
66International Business Machines CorpINTR5,889$7880.06%
67Humana IncHUM1,750$7820.06%
68Merck & Co IncMRK6,719$7750.06%
69Oracle CorpORCL-PD6,497$7740.06%
70Bank Of America06050510425,452$7300.05%
71TJX Companies Inc8725401098,361$7090.05%
72SPDR S&P MidCap 400 ETFMDY1,465$7020.05%
73Aon Corp ComAON2,005$6920.05%
74Bristol-Myers Squibb CompanyCELG-RI10,749$6870.05%
75NextEra Energy IncNEE-PW8,913$6610.05%
76Coca-Cola CoKO10,946$6590.05%
77Walt Disney Co2546871067,297$6510.05%
78Cummins Inc ComCMI2,565$6290.05%
79Chubb LtdCB3,224$6210.05%
80Vanguard Value ETF9229087444,284$6090.05%
81Nestle SA6410694065,001$6020.04%
82Becton Dickinson & CoBDX2,263$5970.04%
83Schwab US Broad Market ETF80852410211,431$5910.04%
84United Parcel Service Inc (UPS)UPS3,207$5750.04%
85SPDR Dow Jones Industrial Average ETF78467X1091,664$5720.04%
86Chevron CorpCVX3,540$5570.04%
87Raytheon Technologies CorporationRTX5,619$5500.04%
88McDonald's CorpMCD1,828$5450.04%
89Cisco Systems IncCSCO9,991$5170.04%
90iShares Morningstar Large-Cap ETF4642871278,384$5120.04%
91Vanguard Total Stock Market ETF9229087692,313$5090.04%
92Texas Instruments Inc8825081042,814$5070.04%
93Mastercard Inc Cl AMA1,247$4900.04%
94Mondelez International Inc6092071056,699$4890.04%
95Unilever Plc Adr NewUNLYF9,185$4790.04%
96Sysco CorpSYY6,267$4650.03%
97American Express CoAXP2,600$4530.03%
98Honeywell International4385161062,172$4510.03%
99Costco Wholesale Corp22160K105834$4490.03%
100Parker Hannifin Corp ComPH1,064$4150.03%
101Eaton Corp PLCETN2,057$4140.03%
1023M CoMMM4,047$4050.03%
103Invesco BulletShares 2025 Corp Bd ETFIVZ19,952$4020.03%
104Lsi Corporation Com53223X1073,000$3990.03%
105Medtronic PLCMDT4,459$3930.03%
106Philip Morris International Inc7181721093,868$3780.03%
107Illumina IncILMN2,015$3780.03%
108Wisdomtree US MidcapWT7,122$3770.03%
109Travelers Companies ComTRV2,082$3620.03%
110Duke Energy Corp New ComDUKB4,033$3620.03%
111Illinois Tool Works Inc4523081091,405$3510.03%
112American Elec Pwr Inc Com0255371014,140$3490.03%
113Adobe Systems IncADBE700$3420.03%
114Paychex IncPAYX3,000$3360.03%
115Goldman Sachs Group, Inc.GSCE1,038$3350.03%
116Verizon Communications IncVZ8,874$3300.02%
117iShares iBonds Dec 2023 Term Corp ETF46434VAX812,995$3290.02%
118Invesco BulletShares 2023 Corp Bd ETFIVZ15,231$3220.02%
119Roper Technologies IncROP650$3130.02%
120Wal-Mart Stores IncWMT1,950$3060.02%
121Air Products & Chemical IncAIIR1,016$3040.02%
122iShares TR Russell1000Val4642875981,918$3030.02%
123Vanguard Dividend Appreciation ETF9219088441,856$3010.02%
124Invesco BulletShares 2024 Corp Bd ETFIVZ14,114$2900.02%
125General Mills Inc3703341043,492$2680.02%
126Hershey CompanyHSY1,050$2620.02%
127Guggenheim Solar ETFIVZ3,665$2620.02%
128iShares iBonds Dec 2024 Term Corp ETF46434VBG410,430$2570.02%
129First Tr Value Line Shs Index ETF33734H1066,240$2500.02%
130iShares Core S&P Small-Cap4642878042,512$2500.02%
131Nice LtdNCSYF1,200$2480.02%
132Technolgy Sector Spdr Tr Sbi81369Y8031,423$2470.02%
133ISHARES IBONDS DEC 2029 TERM ETF46436E20510,920$2450.02%
134iShares iBonds Dec 2025 Term Muni Bond ETF46435U4329,205$2420.02%
135Qualcomm IncQCOM2,000$2380.02%
136Smucker Jm Co8326964051,600$2360.02%
137Novartis AGNVSEF2,304$2320.02%
138PACCAR IncPCAR2,718$2270.02%
139I Shares S&P Global Healthcare ETF4642873252,660$2260.02%
140Mckesson CorporationMCK530$2260.02%
141Newell Rubbermaid IncNWL25,876$2250.02%
142American Tower Corp Cl A03027X1001,154$2240.02%
143Automatic Data Processing IncADP1,009$2220.02%
144Whirlpool CorpWHR-PA1,450$2160.02%
145iShares iBonds Dec 2027 Term Corp ETF46435UAA98,843$2080.02%
146PowerShares QQQ ETFIVZ550$2030.02%
147Invesco BulletShares 2026 Corp Bd ETFIVZ10,618$2010.02%
148Gartner IncIT570$2000.01%
149Hubbell IncHUBB591$1960.01%
150I Shares S&P Global Info Technology ETF4642872913,157$1960.01%
151Nvidia Corp ComNVDA462$1950.01%
152Vertex Pharmaceuticals IncVRTX550$1940.01%
153M & T Bank Corp55261F1041,500$1860.01%
154Berkley WR CorpWRB-PH3,107$1850.01%
155iShares iBonds Dec 2026 Term Corp ETF46435GAA07,800$1830.01%
156Meta Platforms Inc Class AMETA634$1820.01%
157Guggenheim S&P 500 Equal Weight ETFIVZ1,200$1800.01%
158Darling IngredientsDAR2,750$1750.01%
159Mueller Inds Inc Com6247561022,000$1750.01%
160Du Pont E I De Nemour&CoDD2,455$1750.01%
161McCormick & Co IncMKC-V2,000$1740.01%
162Activision Blizzard In Com00507V1092,020$1700.01%
163Idexx Labs Inc45168D104339$1700.01%
164iShares iBonds Dec 2025 Term Corp ETF46434VBD16,805$1660.01%
165Schwab US Large Cap ETF8085242013,116$1630.01%
166Invesco BulletShares 2027 Corp Bd ETFIVZ8,480$1610.01%
167iShares iBonds Dec 2023 Term Muni Bond ETF46435G3186,285$1600.01%
168Powershs Exch Trad Fd Tr Powershares WaterIVZ2,820$1590.01%
169General Motors Corp37045V1004,100$1580.01%
170Blackstone Group LPBX1,700$1580.01%
171iShares iBonds Dec 2032 Term Corp ETF46436E3126,383$1570.01%
172Comcast CorpCCZ3,726$1550.01%
173Enbridge Inc ComENNPF4,165$1550.01%
174Kimberly-Clark CorpKMB1,102$1520.01%
175NETFlix Inc ComNFLX335$1480.01%
176Tyler TechnologiesTYL350$1460.01%
177iShares Core S&P 500464287200325$1450.01%
178Thermo Fisher CorpTMO277$1450.01%
179Catalent Inc1488061023,345$1450.01%
180United Therapeutics CorpUTHR639$1410.01%
181Tesla Motors IncTSLA535$1400.01%
182Schwab Fundamental Intl Large Co ETF8085247554,350$1400.01%
183Truist Finl Corp Com89832Q1094,613$1400.01%
184Dow Chemical CoDOW2,635$1400.01%
185GE Co3696043011,249$1370.01%
186Entergy CorpENO1,400$1360.01%
187iShares Russell Midcap Index Fund4642874991,845$1350.01%
188iShares Russell Mid Cap4642874811,400$1350.01%
189S & P Healthcare ETF81369Y2091,019$1350.01%
190AT&T IncT-PC7,932$1270.01%
191Intel CorpINTC3,735$1250.01%
192Boeing CoBA-PA577$1220.01%
193Corteva Inc comCTVA2,136$1220.01%
194SHELL ADR EACH REP 2 ORD WIRYDAF2,000$1210.01%
195Energy Select Sector SPDR ETF81369Y5061,477$1200.01%
196Badger Meter IncBMI800$1180.01%
197W W Grainger Inc384802104150$1180.01%
198Republic Services Inc760759100766$1170.01%
199Iron Mountain Inc46284V1012,024$1150.01%
200Waste Connections IncWCN805$1150.01%
201Invesco BulletShares 2030 Corp Bd ETFIVZ6,870$1110.01%
202Hexcel Corp New Com4282911081,450$1100.01%
203Tyson Foods Inc Class ATSN2,135$1090.01%
204Schwab US Dividend8085247971,495$1090.01%
205Vanguard REIT9229085531,300$1090.01%
206Danaher Corp235851102451$1080.01%
207iShares iBonds Dec 2024 Term Muni Bond ETF46435U6974,200$1080.01%
208Riot Blockchain IncRIOT9,000$1060.01%
209Strive U.S. Energy ETF02072L7223,800$1040.01%
210Schwab International Equity ETF8085248052,895$1030.01%
211Invesco BulletShares 2029 Corp Bd ETFIVZ5,752$1030.01%
212Norfolk Southern Corp655844108450$1020.01%
213Lithium Americas CorpLTUM5,000$1010.01%
214Schlumberger LtdSLB2,000$980.01%
215Cincinnati Financial Corp1720621011,000$970.01%
216ISHARES IBND DEC 2030 TRM CORP ETF46436E7264,566$970.01%
217Skyworks Solutions IncSWKS856$950.01%
218Cullen/Frost Bankers IncCFR-PB880$950.01%
219Cardinal HealthCAH1,000$950.01%
220Vanguard Meg Cap Grth921910816400$940.01%
221AstraZeneca PLCAZN647$930.01%
222CurrencyShares Canadian Dollar ETFIVZ1,250$920.01%
223Huntington BancshsHBANP8,539$920.01%
224Andover Bancorp Inc0342631034,625$910.01%
225Moderna IncMRNA750$910.01%
226S & P Materials ETF81369Y1001,100$910.01%
227Price T Rowe Group Inc ComTROW800$900.01%
228Lockheed Martin CorpLMT193$890.01%
229iShares iBonds Dec 2026 Term Muni Bd ETF46435U2593,520$890.01%
230Conagra Brands, Inc.CAG2,613$880.01%
231Anthem IncELV195$860.01%
232Ishares Tr Sh Tr Crport Etf4642886461,685$850.01%
233Agilysys IncAGYS1,205$830.01%
234ASML Holding NVASMLF113$820.01%
235Broadcom Inc ComAVGO92$800.01%
236US BancorpUSB-PS2,400$790.01%
237Viatris IncVTRS7,934$790.01%
238Avista CorpAVA2,000$790.01%
239Vanguard Small-Cap Growth Index Fund922908595341$780.01%
240Pacer US Small Cap Cash Cows 100 ETF69374H8571,878$760.01%
241Stryker CorporationSYK250$760.01%
242T-Mobile US IncTMUSZ543$750.01%
243Annaly Capital MgmtNLY-PJ3,750$750.01%
244Canadian Pac Ry Ltd ComCP929$750.01%
245WisdomTree Emerging Markets High Div ETFWT1,939$740.01%
246Schwab International Small Cap Eq ETF8085248882,198$740.01%
247Cameco CorpCCJ2,300$720.01%
248I Shares S&P Global Industrials ETF464288729590$710.01%
249Lincoln Electric Holdings Inc533900106350$700.01%
250Schwab Fundamental US8085247711,197$690.01%
251I Shares TR Barclays Bond Barclays Intermed464288612660$680.01%
252Phillips 66PSX700$670.01%
253Zoetis IncZTS381$660.00%
254Trueblue Inc ComTBI3,717$660.00%
255Enterprise Products Partners LP2937921072,450$650.00%
256I Shares S&P Global Financials464287333915$650.00%
257Pnc Finl Svcs Group Com693475105500$630.00%
258Novo-Nordisk A-S ADR F 1 ADR Rep 1 OrdNONOF376$610.00%
259Textron IncTXT896$610.00%
260Starbucks CorpSBUX604$600.00%
261Dominion Resources IncD1,155$600.00%
262Dollar General Corp256677105340$580.00%
263Metlife Inc ComMET-PF1,000$570.00%
264Cigna Corp125523100204$570.00%
265TE Connectivity LtdTEL400$560.00%
266Plug Power Inc NewPLUG5,250$550.00%
267Altria Group IncMO1,202$540.00%
268Steel Dynamics Inc ComSTLD500$540.00%
269iShares iBonds Dec 2027 Term Muni Bd ETF46435U2832,170$540.00%
270iShares Globl Consumer Discretionary464288745340$530.00%
271Sun Life FinancialSUNFF1,025$530.00%
272Morgan StanleyMS-PQ613$520.00%
273Schwab US TIPS ETF808524870986$520.00%
274LTC Properties Inc5021751021,500$500.00%
275Vanguard ESG US Stock ETF921910733624$490.00%
276DIGITAL WORLD ACQUISITION CORP CDJTWW3,900$490.00%
277Novo Nordisk A/S BNONOF303$490.00%
278Southern CoSOMN700$490.00%
279INVESCO BULLETSHS 2032 CORP BND ETFIVZ2,401$480.00%
280Big 5 Sporting Goods Corp08915P1015,000$460.00%
281iShares MSCI KLD 400 Social ETF464288570550$460.00%
282VMWare Inc928563402310$450.00%
283Akamai Technologies ComAKAM500$450.00%
284VeriSign IncVRSN200$450.00%
285Charter Communications, Inc.16119P108122$450.00%
286iShares TR Russell Mcp Vl464287473400$440.00%
287Pub Svc Ent Group Inc744573106700$440.00%
288Paypal Hldgs IncPYPL650$430.00%
289Newmont Mining CorpNEMCL1,000$430.00%
290National Grid Plc ADR F Sponsored ADRNMPWP640$430.00%
291ETFS Physical PlatinumPPLT500$420.00%
292CarMax IncKMX500$420.00%
293Huntsman CorpHUN1,550$420.00%
294Booking Holdings IncBKNG15$410.00%
295Lci Inds50189K103325$410.00%
296Eastman Chem Co ComEMN487$410.00%
297iShares 0-5 Year TIPS Bond ETF46429B747425$410.00%
298BP PLCBPPFF1,144$400.00%
299Brookfield Corp11271J1071,200$400.00%
300Nutrien LtdNTR669$400.00%
301iShares National Muni Bond464288414375$400.00%
302Prestige Brands Hold74112D101650$390.00%
303Mestek Inc5908293052,000$390.00%
304Dell IncDELL704$380.00%
305I Shares S&P Gbl Consumer Staples Sector In464288737615$380.00%
306AmerisourceBergen CorpCOR200$380.00%
307Corning IncGLW1,048$370.00%
308American International Group Inc026874784640$370.00%
309Northway Financial Inc6672702011,950$370.00%
310Watsco, Inc.WSO-B98$370.00%
311General Dynamics CorpGD163$350.00%
312American States Water Co029899101400$350.00%
313Intuit IncINTU75$340.00%
314CMS Energy CorpCMS-PC582$340.00%
315Kinder Morgan, Inc.EP-PC2,000$340.00%
316Genuine Parts Co ComGPC200$340.00%
317Applied Materials038222105225$330.00%
318Total SATTE580$330.00%
319Schwab Fundamental Emerg Mkts Large Co ETF8085247301,236$330.00%
320RadNet IncRDNT1,000$330.00%
321I Shares Barclays 1-3 Year Treasury Bond464287457410$330.00%
322Lvmh Moet New Adr502441306172$320.00%
323Ford Motor Co3453708602,035$310.00%
324Energy Fuels IncUUUU5,000$310.00%
325The Kraft Heinz CoKHC805$290.00%
326AZZ IncAZZ675$290.00%
327Sigmatron International Inc82661L1018,687$280.00%
328Amkor Technology Inc ComAMKR953$280.00%
329I Shares S&P Global Energy ETF464287341750$280.00%
330Invesco S&P 500 Low Volatility ETFIVZ450$280.00%
331Commerce Bancshares IncCBSH577$280.00%
332S&Pglobal Inc ComSPGI71$280.00%
333I Shares TR S&G Gl Materia464288695345$280.00%
334ETFS Physical Swiss Gold00326A1041,456$270.00%
335Toronto Dominion Bk Ont Com NewTORO432$270.00%
336Magellan Midstream Partners, L.P.559080106410$260.00%
337Vanguard FTSE Emerging Markets ETF922042858612$250.00%
338Deere & Co ComDE61$250.00%
339Safran SAF4035A557158$250.00%
340Lear Corp.LEA166$240.00%
341Ulta Beauty IncULTA51$240.00%
342Schneider Elec Sa80687P106660$240.00%
343Real Estate Select Sctr81369Y860625$240.00%
344BlackRock Intermediate Muni Inc Bd ETFBLK1,040$240.00%
345Vanguard Total World Stock ETF922042742236$230.00%
346Hecla Mining Co4227041064,500$230.00%
347CVS Health CorpCVS317$220.00%
348Ishares Russell46428764890$220.00%
349Vanguard Mega Cap ETF921910873140$220.00%
350United Rentals IncURI49$220.00%
351Albany International Corp012348108241$220.00%
352Consolidated Edison IncED249$220.00%
353Siteone Landscape Supply Inc comSITE124$210.00%
354Agco Corp ComAG3,800$210.00%
355MP Materials CorpMP900$210.00%
356Marriott International Inc571903202108$200.00%
357Walgreen Boots Alliance Inc Com931427108700$200.00%
358Sanofi SASNYNF375$200.00%
359Snowflake Cl A OrdSNOW110$190.00%
360Analog DevicesADI100$190.00%
361AIA Group LtdY002A11051,884$190.00%
362Sylvamo CorpSLVM481$190.00%
363Ishares Tr Intrm Tr Crp Etf464288638367$190.00%
364WEX IncWEX100$180.00%
365Kla-Tencor CorporationKLAC38$180.00%
366Invesco BulletShares 2028 Corp Bd ETFIVZ915$180.00%
367WOLFSPEED ORDWOLF300$170.00%
368iShares Silver TrustSLV800$170.00%
369Cons Staples Select Sector Spdr Tr Sbi81369Y308232$170.00%
370Crispr Therapeutics Agnamen AktCRSP300$170.00%
371Johnson Controls IncG51502105243$170.00%
372Omnicom Group Inc ComOMC173$160.00%
373iShares MSCI USA ESG Select ETF464288802175$160.00%
374Dfa Invt Dimension Grp Tax Mng Us Scp25434V500300$160.00%
375GE HEALTHCARE TECHNOLOGIES ORD WIGEHC200$160.00%
376Uniti Group IncUNIT3,430$160.00%
377iShares ESG U.S. Aggregate Bond ETF46435U549330$160.00%
378iShares iBonds Dec 2028 Term Muni Bd ETF46435U325650$160.00%
379iShares Global Comm Services ETF464287275215$150.00%
380Curaleaf Holdings IncCURLF5,000$150.00%
381ESSILOR LUXOTTICAF3166810082$150.00%
382Carlisle Co14233910060$150.00%
383Airbus Group SEAIIR107$150.00%
384S & P Utilities ETF81369Y886232$150.00%
385Prologis, Inc.PLDGP115$140.00%
386Eversource EnergyES200$140.00%
387EverQuote IncEVER2,000$130.00%
388Equinix, Inc.EQIX16$130.00%
389Intercontinentalexchan Com45866F104114$130.00%
390Idex Corp45167R10462$130.00%
391iShares Global Utilities ETF464288711215$130.00%
392Valero Energy Corp New ComVLO100$120.00%
393Nordson CorpNDSN49$120.00%
394ELANCO ANIMAL HEALTH INCELAN1,063$110.00%
395L Oreal SAF5814913324$110.00%
396Diamondback Energy, Inc.FANG80$110.00%
397SeaChange International, Inc.SE1,250$100.00%
398Keyence CorpBEKE22$100.00%
399BJ s Wholesale Club Holdings Inc05550J101160$100.00%
400Moodys Corp AMCO28$100.00%
401FTI Consulting IncFCN50$100.00%
402Booz Allen Hamilton Holding CorpBAH91$100.00%
403Xylem Inc ComXYL92$100.00%
404Flextronics Intl.LtdFLEX310$90.00%
405Hermes International SAF480511004$90.00%
406EOG Resources IncEOG79$90.00%
407iShares TR S&P Midcap 40046428750735$90.00%
408DBS Group Holdings Ltd Sponsored ADR23304Y10099$90.00%
409J B Hunt Transport44565810750$90.00%
410Ingersoll Rand Co Ltd Class AIR140$90.00%
411Yield10 Bioscience Inc98585K8624,000$90.00%
412Vanguard Intl Eqty Idx Allwrld Ex Us Index Fund922042775150$80.00%
413RPM International Inc74968510388$80.00%
414PolyMet Mining Corp73191640910,000$80.00%
415Vanguard Short Term Inflation Protected Securities Index Fund922020805175$80.00%
416Diageo PLCDGEAF38$70.00%
417SPDR Kensho Clean Power ETF78468R65578$70.00%
418Communication Services Sel Sect SPDR ETF81369Y852113$70.00%
419iShares Core MSCI EAFE ETF46432F842110$70.00%
420Sangamo BioSciences IncSGMO5,000$70.00%
421Lauder Estee Cos Inc Cl A51843910430$60.00%
422Markel CorpMKL4$60.00%
423Steris Corp ComSTE25$60.00%
424Molina Healthcare Inc ComMOH19$60.00%
425Regal Beloit Corp ComRBC27$60.00%
426Cavco Industries Inc14956810718$50.00%
427Citigroup IncC-PR100$50.00%
428Landstar System IncLSTR25$50.00%
429Exponent IncEXPO53$50.00%
430Alibaba Group Holding LtdBBAAY50$40.00%
431Uber Technologies IncUBER100$40.00%
432I Shares Msci Emrg Mkt Fd Emerging Markets46428723495$40.00%
433Arthur J Gallagher&C36357610916$40.00%
434Morningstar IncMORN18$40.00%
435Affiliated ManagersMGRE28$40.00%
436PROCEPT BioRobotics CorpPRCT100$40.00%
437nVent Electric PLCNVT51$30.00%
438KYNDRYL HOLDINGS ORD WIKD236$30.00%
439Pulte Homes Inc Com74586710140$30.00%
440Energy Transfer Equity LPET-PI200$30.00%
441iShares ESG Aware MSCI EM ETF46434G86395$30.00%
442The Charles Schwab CorpSCHW-PJ53$30.00%
443Factset Research Sys3030751058$30.00%
444Bancroft Fund059695106177$30.00%
445Sibanye Stillwater LtdSBYSF400$20.00%
446Regis CorpRGS1,622$20.00%
447Teradyne Inc ComTER15$20.00%
448Alliancebernstein Gbl ComAWF174$20.00%
449PC Connection IncCNXN31$10.00%
450Cannabix Technologies Inc13765L1017,000$10.00%
451Ssr Mng IncSSRGF100$10.00%
452Williams-Sonoma IncWSM11$10.00%
453First Republic Bank33616C1002,500$10.00%
454JH Investors Trust410142103100$10.00%