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Beese Fulmer Investment Management, Inc. Portfolio
$1.8B across 356 positions as of 2026-09-30, with 33% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+16.0%
+1.5% a year vs the S&P 500
3 years
+19.6%
-1.7% a year vs the S&P 500
5 years
+11.1%
-1.1% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +16.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $106.7M | 6.0% | 320,321 |
| DELLDell Technologies Inc | $85M | 4.8% | 158,019 |
| MSFTMicrosoft Corp | $74.3M | 4.2% | 144,810 |
| AVGOBroadcom Inc | $57.9M | 3.3% | 164,760 |
| GOOGLAlphabet Inc | $52.4M | 3.0% | 152,254 |
| AMZNAmazon.com Inc | $47.9M | 2.7% | 192,148 |
| MUMicron Technology Inc | $45M | 2.6% | 42,274 |
| GOOGAlphabet Inc | $40.4M | 2.3% | 118,585 |
| JNJJohnson & Johnson | $36.7M | 2.1% | 138,664 |
| MAMastercard Inc | $36.5M | 2.1% | 66,223 |
| XOMExxonmobil Holdings Corp | $33.4M | 1.9% | 205,241 |
| RTXRTX Corp | $32.8M | 1.9% | 176,708 |
| JPMJPMorgan Chase & Co | $31.7M | 1.8% | 95,736 |
| NVDANVIDIA Corp | $30.8M | 1.7% | 134,622 |
| ANETArista Networks Inc | $30.7M | 1.7% | 151,019 |
| KLACKLA Corp | $30.3M | 1.7% | 155,606 |
| VCSHVanguard Short-Term Corporate Bond ETF | $30.2M | 1.7% | 391,500 |
| BRK.BBerkshire Hathaway Inc | $30.1M | 1.7% | 60,477 |
| COSTCostco Wholesale Corp | $29.1M | 1.7% | 31,992 |
| METAMeta Platforms Inc | $27.6M | 1.6% | 38,123 |
| EATON CORP PLC | $26M | 1.5% | 60,534 |
| ORLYO'Reilly Automotive Inc | $25M | 1.4% | 293,174 |
| TJXTJX Companies Inc | $23.9M | 1.4% | 180,965 |
| PMPhilip Morris International Inc | $23.2M | 1.3% | 121,841 |
| GSGoldman Sachs Group Inc | $22.9M | 1.3% | 25,460 |
| CMICummins Inc | $22.5M | 1.3% | 43,518 |
| CHUBB LIMITED | $20.4M | 1.2% | 62,582 |
| CVXChevron Corp | $20.1M | 1.1% | 98,196 |
| PGProcter & Gamble Co | $17.4M | 1.0% | 119,653 |
| IVWiShares S&P 500 Growth ETF | $17M | 1.0% | 119,266 |
| IVEiShares S&P 500 Value ETF | $16.3M | 0.9% | 71,446 |
| ICEIntercontinental Exchange Inc | $16M | 0.9% | 105,466 |
| LINDE PLC | $15.3M | 0.9% | 32,228 |
| NFLXNetflix Inc | $15.3M | 0.9% | 219,617 |
| SYKStryker Corp | $14.6M | 0.8% | 52,879 |
| EWEdwards Lifesciences Corp | $14.6M | 0.8% | 168,671 |
| KOCoca-Cola Co | $14.5M | 0.8% | 167,344 |
| DISWalt Disney Co | $14.1M | 0.8% | 134,419 |
| MCDMcDonald's Corp | $13.7M | 0.8% | 59,449 |
| UNPUnion Pacific Corp | $13.5M | 0.8% | 49,543 |
| IBMInternational Business Machines Corp | $13M | 0.7% | 58,975 |
| CATCaterpillar Inc | $12.8M | 0.7% | 15,832 |
| ABTAbbott Laboratories | $10.9M | 0.6% | 110,703 |
| TDGTransDigm Group Inc | $10.1M | 0.6% | 9,370 |
| DHID.R. Horton Inc | $10M | 0.6% | 73,328 |
| ISHARES TR | $9.9M | 0.6% | 411,430 |
| HDHome Depot Inc | $9.5M | 0.5% | 33,323 |
| ABBVAbbVie Inc | $9.4M | 0.5% | 36,041 |
| AON PLC | $9.1M | 0.5% | 32,946 |
| LLYEli Lilly and Co | $9M | 0.5% | 7,743 |
| IJRiShares Core S&P Small-Cap ETF | $8.1M | 0.5% | 59,608 |
| EOGEOG Resources Inc | $8M | 0.5% | 57,876 |
| PEPPepsiCo Inc | $7.7M | 0.4% | 61,027 |
| ISHARES TR | $7.2M | 0.4% | 288,345 |
| GLWCorning Inc | $7M | 0.4% | 45,494 |
| IJHiShares Core S&P Mid-Cap ETF | $6.9M | 0.4% | 95,933 |
| SPYState Street SPDR S&P 500 ETF Trust | $6.8M | 0.4% | 8,978 |
| CWCurtiss-Wright Corp | $6.6M | 0.4% | 12,162 |
| LOWLowe's Companies Inc | $6.5M | 0.4% | 35,166 |
| FCXFreeport-McMoRan Inc | $6.3M | 0.4% | 89,987 |
| RSPInvesco S&P 500 Equal Weight ETF | $6M | 0.3% | 28,809 |
| DEDeere & Co | $5.9M | 0.3% | 8,766 |
| ROKRockwell Automation Inc | $5.8M | 0.3% | 13,297 |
| HBANHuntington Bancshares Inc | $5.7M | 0.3% | 371,107 |
| GEGeneral Electric Co | $5.4M | 0.3% | 17,194 |
| HSYHershey Co | $5.3M | 0.3% | 33,822 |
| FARMERS NATIONAL BANC CORP | $5.3M | 0.3% | 351,406 |
| ISHARES TR | $5.3M | 0.3% | 231,710 |
| BRK.ABerkshire Hathaway Inc | $5.2M | 0.3% | 7 |
| CRWDCrowdStrike Holdings Inc | $5.1M | 0.3% | 19,233 |
| NOCNorthrop Grumman Corp | $5.1M | 0.3% | 10,475 |
| MCKMcKesson Corp | $4.4M | 0.3% | 5,205 |
| TRANE TECHNOLOGIES PLC | $4.4M | 0.2% | 9,736 |
| IEFAiShares Core MSCI EAFE ETF | $4.3M | 0.2% | 44,307 |
| MRKMerck & Co Inc | $4.2M | 0.2% | 29,161 |
| GEVGE Vernova Inc | $4.2M | 0.2% | 4,404 |
| CIVISTA BANCSHARES INC | $4M | 0.2% | 151,658 |
| TMUST-Mobile US Inc | $4M | 0.2% | 24,307 |
| WMTWalmart Inc | $3.9M | 0.2% | 37,766 |
| VIGVanguard Div Appreciation ETF | $3.9M | 0.2% | 16,728 |
| ISHARES TR | $3.8M | 0.2% | 177,884 |
| FLOTiShares Floating Rate Bond ETF | $3.7M | 0.2% | 72,809 |
| SHWSherwin-Williams Co | $3.7M | 0.2% | 11,406 |
| ADPAutomatic Data Processing Inc | $3.7M | 0.2% | 14,187 |
| NSCNorfolk Southern Corp | $3.7M | 0.2% | 11,889 |
| COPConocoPhillips | $3.6M | 0.2% | 29,118 |
| ISHARES TR | $3.6M | 0.2% | 149,626 |
| TDYTeledyne Technologies Inc | $3.4M | 0.2% | 5,679 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $3.3M | 0.2% | 7,179 |
| EMREmerson Electric Co | $3.2M | 0.2% | 20,778 |
| AXPAmerican Express Co | $3.1M | 0.2% | 10,095 |
| QCOMQualcomm Inc | $3M | 0.2% | 16,335 |
| MPCMarathon Petroleum Corp | $2.8M | 0.2% | 6,985 |
| APDAir Products and Chemicals Inc | $2.7M | 0.2% | 9,737 |
| LAMRLamar Advertising Co | $2.7M | 0.2% | 18,544 |
| LITELumentum Holdings Inc | $2.6M | 0.2% | 2,724 |
| INTCIntel Corp | $2.6M | 0.1% | 21,373 |
| VTIVanguard Total Stock Market ETF | $2.5M | 0.1% | 6,754 |
| FDXFedEx Corp | $2.4M | 0.1% | 8,501 |
| MKLMarkel Group Inc | $2.4M | 0.1% | 1,420 |
| PFEPfizer Inc | $2.4M | 0.1% | 84,500 |
| PANWPalo Alto Networks Inc | $2.4M | 0.1% | 6,051 |
| CSXCSX Corp | $2.4M | 0.1% | 51,036 |
| PSXPhillips 66 | $2.3M | 0.1% | 9,027 |
| CMCSAComcast Corp | $2.3M | 0.1% | 103,476 |
| GLDSPDR Gold Shares | $2.2M | 0.1% | 5,835 |
| SIMPLIFY EXCHANGE TRADED FUN | $2.2M | 0.1% | 94,290 |
| TKRTimken Co | $2.1M | 0.1% | 17,911 |
| SLBSLB NV | $2.1M | 0.1% | 41,932 |
| IVViShares Core S&P 500 ETF | $2M | 0.1% | 2,668 |
| ISHARES TR | $2M | 0.1% | 101,165 |
| CSCOCisco Systems Inc | $2M | 0.1% | 18,598 |
| BMYBristol-Myers Squibb Co | $1.9M | 0.1% | 31,220 |
| LLoews Corp | $1.9M | 0.1% | 18,465 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $1.9M | 0.1% | 53,655 |
| WFCWells Fargo & Co | $1.9M | 0.1% | 23,844 |
| GDGeneral Dynamics Corp | $1.9M | 0.1% | 5,712 |
| VTVVanguard Value ETF | $1.9M | 0.1% | 8,626 |
| AMGNAmgen Inc | $1.9M | 0.1% | 4,392 |
| JOHNSON CONTROLS INTERNATION | $1.8M | 0.1% | 12,390 |
| SHELShell PLC | $1.8M | 0.1% | 19,001 |
| DDominion Energy Inc | $1.8M | 0.1% | 29,800 |
| VVisa Inc | $1.7M | 0.1% | 4,859 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.7M | 0.1% | 18,506 |
| TAT&T Inc | $1.7M | 0.1% | 68,032 |
| IWRiShares Russell Mid-Cap ETF | $1.7M | 0.1% | 15,541 |
| BABoeing Co | $1.6M | 0.1% | 8,702 |
| AEPAmerican Electric Power Company Inc | $1.6M | 0.1% | 13,572 |
| VZVerizon Communications Inc | $1.6M | 0.1% | 34,572 |
| VOOVanguard S&P 500 ETF | $1.6M | 0.1% | 2,240 |
| MSMorgan Stanley | $1.6M | 0.1% | 8,309 |
| AXONAxon Enterprise Inc | $1.5M | 0.1% | 3,643 |
| TXNTexas Instruments Inc | $1.5M | 0.1% | 5,445 |
| MOAltria Group Inc | $1.5M | 0.1% | 21,309 |
| SNDKSandisk Corp | $1.5M | 0.1% | 836 |
| CPAYCorpay Inc | $1.4M | 0.1% | 3,679 |
| VANGUARD BD INDEX FDS | $1.4M | 0.1% | 28,800 |
| SJMJ.M. Smucker Co | $1.4M | 0.1% | 11,693 |
| ORCLOracle Corp | $1.4M | 0.1% | 9,903 |
| MELIMercadoLibre Inc | $1.3M | 0.1% | 777 |
| ISRGIntuitive Surgical Inc | $1.3M | 0.1% | 3,249 |
| FITBFifth Third Bancorp | $1.3M | 0.1% | 25,690 |
| PNCPNC Financial Services Group Inc | $1.3M | 0.1% | 5,808 |
| ISHARES TR | $1.3M | 0.1% | 58,748 |
| CARRCarrier Global Corp | $1.3M | 0.1% | 23,253 |
| BIIBBiogen Inc | $1.2M | 0.1% | 5,532 |
| IWFiShares Russell 1000 Growth ETF | $1.2M | 0.1% | 9,841 |
| PHParker-Hannifin Corp | $1.2M | 0.1% | 1,270 |
| KEYKeyCorp | $1.2M | 0.1% | 59,325 |
| VYMVanguard High Dividend Yield ETF | $1.2M | 0.1% | 7,491 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.1M | 0.1% | 23,275 |
| VBVanguard Small-Cap ETF | $1.1M | 0.1% | 4,014 |
| BDXBecton Dickinson and Co | $1.1M | 0.1% | 6,264 |
| SYFSynchrony Financial | $1.1M | 0.1% | 15,265 |
| AMDAdvanced Micro Devices Inc | $1.1M | 0.1% | 1,769 |
| MILLICOM INTL CELLULAR S A | $1M | 0.1% | 11,751 |
| KMIKinder Morgan Inc | $991.9K | 0.1% | 32,899 |
| QQQInvesco QQQ Trust, Series 1 | $987.9K | 0.1% | 1,334 |
| COFCapital One Financial Corp | $972.3K | 0.1% | 5,036 |
| EFAiShares MSCI EAFE ETF | $958.1K | 0.1% | 9,222 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $926.7K | 0.1% | 16,598 |
| GPIQGoldman Sachs Nasdaq-100 Premium Income ETF | $899.4K | 0.1% | 15,512 |
| VUGVanguard Growth ETF | $897.2K | 0.1% | 9,956 |
| IWMiShares Russell 2000 Index Fund | $866.5K | 0.0% | 3,118 |
| TSLATesla Inc | $864.7K | 0.0% | 2,443 |
| LMTLockheed Martin Corp | $854.6K | 0.0% | 1,678 |
| UPSUnited Parcel Service Inc | $853.7K | 0.0% | 9,126 |
| MDLZMondelez International Inc | $853.1K | 0.0% | 14,984 |
| PBTPermian Basin Royalty Trust Common Stock | $828.5K | 0.0% | 26,317 |
| WBDWarner Bros Discovery Inc | $822.6K | 0.0% | 26,579 |
| TMOThermo Fisher Scientific Inc | $813.7K | 0.0% | 1,205 |
| PONCE FINANCIAL GROUP INC | $808.3K | 0.0% | 40,535 |
| IBITiShares Bitcoin Trust ETF | $785.1K | 0.0% | 16,585 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $780.4K | 0.0% | 15,436 |
| OEFiShares S&P 100 Fund | $759.6K | 0.0% | 1,988 |
| VOVanguard Mid-Cap ETF | $754.6K | 0.0% | 9,622 |
| GNRCGenerac Holdings Inc | $733.6K | 0.0% | 3,532 |
| FTNTFortinet Inc | $715.6K | 0.0% | 4,003 |
| BEBloom Energy Corp | $701.6K | 0.0% | 2,533 |
| KMPRKemper Corp | $701.1K | 0.0% | 28,042 |
| ABNBAirbnb Inc | $695.3K | 0.0% | 4,328 |
| UNHUnitedHealth Group Inc | $692K | 0.0% | 1,885 |
| BACBank of America Corp | $678.1K | 0.0% | 12,458 |
| MMM3M Co | $673.5K | 0.0% | 4,103 |
| BPBP PLC | $648.4K | 0.0% | 14,740 |
| ISHARES TR | $647K | 0.0% | 27,971 |
| AFLAflac Inc | $645K | 0.0% | 5,771 |
| XLEState Street Energy Select Sector SPDR ETF | $639K | 0.0% | 10,391 |
| CAHCardinal Health Inc | $619.7K | 0.0% | 2,785 |
| RSGRepublic Services Inc | $616.2K | 0.0% | 3,026 |
| FIXComfort Systems USA Inc | $613.7K | 0.0% | 371 |
| HPEHewlett Packard Enterprise Co | $609.1K | 0.0% | 9,534 |
| IEMGiShares Core MSCI Emerging Markets ETF | $604.8K | 0.0% | 7,452 |
| TFCTruist Financial Corp | $601.6K | 0.0% | 12,993 |
| TEAMAtlassian Corp | $576.4K | 0.0% | 3,215 |
| WDCWestern Digital Corp | $569.4K | 0.0% | 1,253 |
| AMATApplied Materials Inc | $559.1K | 0.0% | 1,093 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $546.5K | 0.0% | 6,997 |
| TGTTarget Corp | $540.5K | 0.0% | 3,449 |
| BSXBoston Scientific Corp | $540.5K | 0.0% | 12,382 |
| CRMSalesforce Inc | $539.7K | 0.0% | 2,346 |
| CNQCanadian Natural Resources Ltd | $537.2K | 0.0% | 11,307 |
| GISGeneral Mills Inc | $537.1K | 0.0% | 16,700 |
| NEMNewmont Corporation | $536.3K | 0.0% | 4,650 |
| GDXVanEck Gold Miners ETF | $517.9K | 0.0% | 5,899 |
| GILDGilead Sciences, Inc | $514.2K | 0.0% | 3,450 |
| PRPermian Resources Corp | $510.2K | 0.0% | 24,156 |
| RPMRPM International Inc | $509.4K | 0.0% | 5,163 |
| CNCCentene Corp | $498.6K | 0.0% | 8,026 |
| INDBIndependent Bank Corp (Massachusetts) | $495.8K | 0.0% | 6,332 |
| XLIState Street Industrial Select Sector SPDR ETF | $489.1K | 0.0% | 2,929 |
| PHOInvesco Water Resources ETF | $481.6K | 0.0% | 7,100 |
| USBUS Bancorp | $480.4K | 0.0% | 8,317 |
| ELVElevance Health Inc | $470.9K | 0.0% | 1,211 |
| ITWIllinois Tool Works Inc | $467K | 0.0% | 1,803 |
| VVVanguard Large-Cap ETF | $463.4K | 0.0% | 1,317 |
| MCOMoody's Corp | $462.8K | 0.0% | 1,019 |
| OXYOccidental Petroleum Corp | $455.9K | 0.0% | 8,241 |
| SNOWSnowflake Inc | $450.6K | 0.0% | 1,327 |
| CNB FINL CORP PA | $448.2K | 0.0% | 13,468 |
| IBBiShares Nasdaq Biotechnology Index Fund | $447.4K | 0.0% | 2,125 |
| BLKBlackRock Inc | $439.2K | 0.0% | 415 |
| FEDEX FGHT HLDG CO INC | $437.1K | 0.0% | 3,996 |
| DUKDuke Energy Corp | $432.5K | 0.0% | 3,794 |
| CEFSprott Physical Gold and Silver Trust | $426.7K | 0.0% | 10,271 |
| CINFCincinnati Financial Corp | $426K | 0.0% | 2,673 |
| WMBWilliams Companies Inc | $425.7K | 0.0% | 6,262 |
| ULUnilever PLC | $418.6K | 0.0% | 6,892 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $418.4K | 0.0% | 4,161 |
| CCitigroup Inc | $417.3K | 0.0% | 3,223 |
| NOWServiceNow Inc | $415.3K | 0.0% | 3,099 |
| PLTRPalantir Technologies Inc | $413.6K | 0.0% | 2,211 |
| TRVTravelers Companies Inc | $409.6K | 0.0% | 1,149 |
| WSBCWesBanco Inc | $408.9K | 0.0% | 10,818 |
| FEFirstEnergy Corp | $408.5K | 0.0% | 9,428 |
| MEDTRONIC PLC | $405.8K | 0.0% | 4,702 |
| CITIZENS CMNTY BANCORP INC M | $397K | 0.0% | 18,808 |
| SCHWAB STRATEGIC TR | $391.9K | 0.0% | 16,220 |
| NVSNovartis AG | $387.2K | 0.0% | 2,716 |
| HONHoneywell International Inc | $386.8K | 0.0% | 1,834 |
| VDEVanguard Energy ETF | $380.5K | 0.0% | 2,210 |
| QUALiShares MSCI USA Quality Factor ETF | $378.6K | 0.0% | 1,703 |
| VWOVanguard FTSE Emerging Markets ETF | $377.1K | 0.0% | 6,358 |
| METMetLife Inc | $374.7K | 0.0% | 3,979 |
| FLEXSHARES TR | $369.1K | 0.0% | 4,090 |
| JBHTJ B Hunt Transport Services Inc | $356.5K | 0.0% | 1,591 |
| FOXAFox Corp | $355.6K | 0.0% | 5,676 |
| ELSEquity LifeStyle Properties Inc | $352.8K | 0.0% | 5,979 |
| FS BANCORP INC | $351K | 0.0% | 8,109 |
| DGROiShares Core Dividend Growth ETF | $348.3K | 0.0% | 4,619 |
| HSICHenry Schein Inc | $341.8K | 0.0% | 4,071 |
| TERTeradyne Inc | $338.8K | 0.0% | 845 |
| VEAVanguard FTSE Developed Markets ETF | $335.6K | 0.0% | 4,753 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $332.1K | 0.0% | 1,997 |
| AMTAmerican Tower Corp | $331K | 0.0% | 2,022 |
| FIRST BUSINESS FINL SVCS INC | $330.9K | 0.0% | 4,811 |
| TECHNIPFMC PLC | $326.2K | 0.0% | 4,803 |
| METALLUS INC | $319.2K | 0.0% | 16,810 |
| VRSNVeriSign, Inc | $318.1K | 0.0% | 1,128 |
| DRIDarden Restaurants Inc | $316K | 0.0% | 1,635 |
| VIKING HOLDINGS LTD | $312.7K | 0.0% | 3,992 |
| INVESCO EXCHANGE TRADED FD T | $311.8K | 0.0% | 3,205 |
| SCHWCharles Schwab Corp | $307.2K | 0.0% | 3,143 |
| RUBRIK INC. | $306.1K | 0.0% | 2,674 |
| SOSouthern Co | $301K | 0.0% | 3,632 |
| IOOiShares Global 100 ETF | $299.8K | 0.0% | 2,082 |
| NOBLProShares S&P 500 Dividend Aristocrats ETF | $299.1K | 0.0% | 5,529 |
| NXP SEMICONDUCTORS N V | $298.2K | 0.0% | 1,251 |
| NTNXNutanix Inc | $298.2K | 0.0% | 4,235 |
| SHOPShopify Inc | $291.9K | 0.0% | 1,968 |
| WATWaters Corp | $291.8K | 0.0% | 664 |
| SBUXStarbucks Corp | $291K | 0.0% | 3,097 |
| BBTBeacon Financial Corp | $289.7K | 0.0% | 10,350 |
| MTBM&T Bank Corp | $288.8K | 0.0% | 1,327 |
| VOTVanguard Mid-Cap Growth ETF | $284.8K | 0.0% | 975 |
| EQIXEquinix Inc | $283.2K | 0.0% | 280 |
| ATOAtmos Energy Corp | $282.5K | 0.0% | 1,806 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $282K | 0.0% | 553 |
| NETCloudflare Inc | $281.3K | 0.0% | 810 |
| ADIAnalog Devices Inc | $280.1K | 0.0% | 706 |
| ORRSTOWN FINL SVCS INC | $275.8K | 0.0% | 6,796 |
| CLColgate-Palmolive Co | $275.5K | 0.0% | 3,229 |
| REGNRegeneron Pharmaceuticals Inc | $275.3K | 0.0% | 363 |
| DVADaVita Inc | $275.1K | 0.0% | 1,573 |
| EMEEMCOR Group Inc | $274.6K | 0.0% | 364 |
| GMGeneral Motors Co | $274.6K | 0.0% | 3,566 |
| XLUState Street Utilities Select Sector SPDR ETF | $272.8K | 0.0% | 6,916 |
| VLOValero Energy Corp | $270.7K | 0.0% | 698 |
| CVSCVS Health Corp | $269.5K | 0.0% | 3,145 |
| SPGIS&P Global Inc | $269.4K | 0.0% | 683 |
| RMDResmed Inc | $265.8K | 0.0% | 1,202 |
| ENBEnbridge Inc | $263K | 0.0% | 5,657 |
| HOMETRUST BANCSHARES INC | $260.6K | 0.0% | 5,694 |
| INVESCO EXCH TRADED FD TR II | $258.6K | 0.0% | 4,516 |
| VRTVertiv Holdings Co | $257.7K | 0.0% | 1,068 |
| KKRKKR & Co Inc | $255.6K | 0.0% | 2,799 |
| NUENucor Corp | $255.4K | 0.0% | 1,093 |
| ECHOSTAR CORP | $254.7K | 0.0% | 2,849 |
| WCNWaste Connections, Inc | $253.7K | 0.0% | 1,648 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $251.8K | 0.0% | 11,283 |
| MOHMolina Healthcare Inc | $248.1K | 0.0% | 1,312 |
| WECWEC Energy Group Inc | $247.8K | 0.0% | 2,459 |
| DOWDow Inc | $247.6K | 0.0% | 8,991 |
| LYONDELLBASELL INDUSTRIES NV | $246.9K | 0.0% | 4,296 |
| RICHMOND MUT BANCORPORATION | $241.9K | 0.0% | 16,280 |
| CRCrane Co | $240.7K | 0.0% | 1,180 |
| BANKWELL FINL GROUP INC | $240.3K | 0.0% | 3,708 |
| HOME FED BANCORP INC LA NEW | $240.3K | 0.0% | 9,700 |
| KMBKimberly-Clark Corp | $240.1K | 0.0% | 2,431 |
| HONAHoneywell Aerospace Inc | $239.5K | 0.0% | 1,545 |
| SYYSysco Corp | $239.1K | 0.0% | 3,066 |
| USMViShares MSCI USA Min Vol Factor ETF | $237.9K | 0.0% | 2,442 |
| SDYState Street SPDR S&P Dividend ETF | $236.7K | 0.0% | 1,616 |
| CFGCitizens Financial Group Inc | $236.7K | 0.0% | 3,712 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $232.4K | 0.0% | 2,120 |
| NTRSNorthern Trust Corp | $230.6K | 0.0% | 1,354 |
| BAHBooz Allen Hamilton Holding Corp | $230.5K | 0.0% | 3,321 |
| CMECME Group Inc | $230.1K | 0.0% | 878 |
| HPQHP Inc | $230K | 0.0% | 7,484 |
| AWKAmerican Water Works Co Inc | $229.6K | 0.0% | 1,773 |
| ACCENTURE PLC IRELAND | $229.2K | 0.0% | 1,250 |
| LRCXLam Research Corp | $228.7K | 0.0% | 696 |
| ASML HLDG NV | $228.3K | 0.0% | 126 |
| DALDelta Air Lines Inc | $227.8K | 0.0% | 2,729 |
| PODDInsulet Corp | $227.4K | 0.0% | 1,743 |
| DHRDanaher Corp | $226K | 0.0% | 1,020 |
| NTRANatera Inc | $225.7K | 0.0% | 546 |
| GARMIN LTD | $223.2K | 0.0% | 778 |
| ADBEAdobe Inc | $222.7K | 0.0% | 928 |
| XLVState Street Health Care Select Sector SPDR ETF | $220K | 0.0% | 1,306 |
| HTHHilltop Holdings Inc | $214.8K | 0.0% | 5,704 |
| FDSFactset Research Systems Inc | $214.1K | 0.0% | 793 |
| DGDollar General Corp | $213.3K | 0.0% | 1,784 |
| SCHDSchwab US Dividend Equity ETF | $213.2K | 0.0% | 6,554 |
| SSentinelOne Inc | $212.1K | 0.0% | 8,927 |
| ATI INC | $210.4K | 0.0% | 1,111 |
| NDSNNordson Corp | $210.4K | 0.0% | 640 |
| GGGGraco Inc | $208.5K | 0.0% | 2,714 |
| SNXTD Synnex Corp | $208.3K | 0.0% | 811 |
| AMPAmeriprise Financial Inc | $207.3K | 0.0% | 421 |
| NWSANews Corp | $207.1K | 0.0% | 7,209 |
| NBIXNeurocrine Biosciences Inc | $205.5K | 0.0% | 1,449 |
| ZSZscaler Inc | $205.2K | 0.0% | 1,029 |
| ESEversource Energy | $205.2K | 0.0% | 3,198 |
| IGSBISHARES TR | $204.9K | 0.0% | 4,000 |
| TOWNEBANK PORTSMOUTH VA | $204.3K | 0.0% | 5,686 |
| ARMKAramark | $203.8K | 0.0% | 3,806 |
| KMXCarmax Inc | $202.8K | 0.0% | 3,680 |
| PYPLPayPal Holdings Inc | $202.6K | 0.0% | 3,857 |
| SEAGATE TECHNOLOGY HLDNGS PL | $201.3K | 0.0% | 218 |
| NVENT ELEC PLC | $200.3K | 0.0% | 1,249 |
| WATERSTONE FINL INC MD | $198.2K | 0.0% | 10,083 |
| DAVE & BUSTERS ENTMT INC | $193.6K | 0.0% | 30,344 |
| FRANKLIN XRP TRUST | $166.2K | 0.0% | 10,271 |
| WESTERN NEW ENG BANCORP INC | $163.6K | 0.0% | 11,947 |
| MANHATTAN BRDG CAP INC | $97.1K | 0.0% | 97,095 |
Quarter ending 2026-09-30.
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