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Loring Wolcott & Coolidge Fiduciary Advisors LLP/Ma Portfolio
$10.8B across 500 positions as of 2026-09-30, with 50% 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
-0.3%
-14.8% a year vs the S&P 500
3 years
+10.2%
-11.1% a year vs the S&P 500
5 years
+4.3%
-7.9% a year vs the S&P 500
Quarters ahead
9 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +7.4% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +4.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -10.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -0.7% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +0.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +6.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.4% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.8% | +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 |
|---|---|---|---|
| GOOGLAlphabet Inc | $960.5M | 8.9% | 2,791,376 |
| MSFTMicrosoft Corp | $940M | 8.7% | 1,832,766 |
| MAMastercard Inc | $756.2M | 7.0% | 1,371,231 |
| AMZNAmazon.com Inc | $555.6M | 5.1% | 2,230,027 |
| AAPLApple Inc | $476.3M | 4.4% | 1,430,390 |
| NVDANVIDIA Corp | $436.5M | 4.0% | 1,911,475 |
| DHRDanaher Corp | $370.3M | 3.4% | 1,671,318 |
| SYKStryker Corp | $318.7M | 2.9% | 1,157,166 |
| TMOThermo Fisher Scientific Inc | $306.7M | 2.8% | 454,341 |
| INTUIntuit Inc | $281.4M | 2.6% | 1,020,622 |
| TJXTJX Companies Inc | $269.5M | 2.5% | 2,037,185 |
| NOWServiceNow Inc | $234.2M | 2.2% | 1,747,393 |
| NXP SEMICONDUCTORS | $229.6M | 2.1% | 966,564 |
| VVisa Inc | $224.8M | 2.1% | 625,694 |
| VEEVVeeva Systems Inc | $218.2M | 2.0% | 764,479 |
| COSTCostco Wholesale Corp | $213.3M | 2.0% | 234,304 |
| METAMeta Platforms Inc | $201.3M | 1.9% | 277,550 |
| PHParker-Hannifin Corp | $194.9M | 1.8% | 204,004 |
| EOGEOG Resources Inc | $193.1M | 1.8% | 1,401,875 |
| AMTAmerican Tower Corp | $174.4M | 1.6% | 1,065,661 |
| ADPAutomatic Data Processing Inc | $154.1M | 1.4% | 597,277 |
| SNPSSynopsys Inc | $153.9M | 1.4% | 353,913 |
| ABTAbbott Laboratories | $151.3M | 1.4% | 1,530,620 |
| CNICanadian National Railway Co | $148.2M | 1.4% | 1,246,556 |
| ASM LITHOGRAPHY HLDG N V | $134.1M | 1.2% | 74,046 |
| BRK.BBerkshire Hathaway Inc | $119.5M | 1.1% | 239,952 |
| CHDChurch & Dwight Co Inc | $96M | 0.9% | 1,018,691 |
| FISVFiserv Inc | $92.5M | 0.9% | 2,047,041 |
| ADIAnalog Devices Inc | $91.5M | 0.8% | 230,612 |
| PMPhilip Morris International Inc | $88.4M | 0.8% | 463,128 |
| LLYEli Lilly and Co | $87.9M | 0.8% | 75,984 |
| PAYCPaycom Software Inc | $87.1M | 0.8% | 400,139 |
| QCOMQualcomm Inc | $82.3M | 0.8% | 447,344 |
| SBUXStarbucks Corp | $71.7M | 0.7% | 763,502 |
| HDHome Depot Inc | $69.2M | 0.6% | 243,324 |
| CSLCarlisle Companies Inc | $68.5M | 0.6% | 212,610 |
| AVGOBroadcom Inc | $68.4M | 0.6% | 194,833 |
| UNPUnion Pacific Corp | $67.6M | 0.6% | 248,382 |
| JNJJohnson & Johnson | $66.1M | 0.6% | 249,622 |
| PGProcter & Gamble Co | $60.3M | 0.6% | 415,006 |
| XOMExxonmobil Holdings Corp | $60.3M | 0.6% | 370,253 |
| IDXXIDEXX Laboratories Inc | $60M | 0.6% | 114,834 |
| ORLYO'Reilly Automotive Inc | $58.8M | 0.5% | 687,861 |
| ISRGIntuitive Surgical Inc | $56.1M | 0.5% | 138,050 |
| GOOGAlphabet Inc | $55.2M | 0.5% | 162,049 |
| WISE PLC | $54.3M | 0.5% | 4,771,451 |
| WEXWEX Inc | $54.1M | 0.5% | 320,476 |
| LOWLowe's Companies Inc | $50M | 0.5% | 271,044 |
| MRKMerck & Co Inc | $47.8M | 0.4% | 329,146 |
| VLTOVeralto Corp | $39.8M | 0.4% | 421,506 |
| DKSDICK'S Sporting Goods Inc | $37.4M | 0.3% | 278,315 |
| ECLEcolab Inc | $33.4M | 0.3% | 121,571 |
| ADBEAdobe Inc | $32.7M | 0.3% | 136,309 |
| REGNRegeneron Pharmaceuticals Inc | $30.1M | 0.3% | 39,761 |
| ROSTRoss Stores Inc | $29.4M | 0.3% | 125,926 |
| MCDMcDonald's Corp | $23.2M | 0.2% | 100,597 |
| CABOT CORP | $21.9M | 0.2% | 284,184 |
| AMGNAmgen Inc | $20.8M | 0.2% | 49,290 |
| PEPPepsiCo Inc | $20.3M | 0.2% | 159,818 |
| CVXChevron Corp | $17M | 0.2% | 83,363 |
| ANETArista Networks Inc | $16.8M | 0.2% | 82,764 |
| JPMJPMorgan Chase & Co | $16.1M | 0.1% | 48,535 |
| ABBVAbbVie Inc | $15.4M | 0.1% | 58,798 |
| BRBroadridge Financial Solutions Inc | $13.7M | 0.1% | 84,730 |
| MSCIMSCI Inc | $13.3M | 0.1% | 24,631 |
| RTXRTX Corp | $12.1M | 0.1% | 65,221 |
| NKENike Inc | $11.4M | 0.1% | 320,822 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $11M | 0.1% | 24,208 |
| ACCENTURE PLC | $10.1M | 0.1% | 54,892 |
| SPYState Street SPDR S&P 500 ETF Trust | $9.9M | 0.1% | 12,978 |
| KOCoca-Cola Co | $9.4M | 0.1% | 109,166 |
| ROKRockwell Automation Inc | $9.4M | 0.1% | 21,561 |
| ALGNAlign Technology Inc | $8.8M | 0.1% | 60,560 |
| ITWIllinois Tool Works Inc | $8.4M | 0.1% | 32,808 |
| GLDSPDR Gold Shares | $8.1M | 0.1% | 21,160 |
| AMDAdvanced Micro Devices Inc | $8M | 0.1% | 13,020 |
| HDBHDFC Bank Ltd | $7.7M | 0.1% | 342,733 |
| DEDeere & Co | $7.6M | 0.1% | 11,359 |
| WMTWalmart Inc | $7.5M | 0.1% | 71,984 |
| CLColgate-Palmolive Co | $6.7M | 0.1% | 78,409 |
| WSOWatsco Inc | $6.7M | 0.1% | 22,061 |
| CRMSalesforce Inc | $6.6M | 0.1% | 28,678 |
| VTIVanguard Total Stock Market ETF | $6.4M | 0.1% | 17,138 |
| COPConocoPhillips | $6.4M | 0.1% | 50,758 |
| IVViShares Core S&P 500 ETF | $6.2M | 0.1% | 8,112 |
| CSCOCisco Systems Inc | $5.8M | 0.1% | 54,317 |
| APDAir Products and Chemicals Inc | $5.6M | 0.1% | 20,303 |
| GEGeneral Electric Co | $5.4M | 0.0% | 17,201 |
| CTASCintas Corp | $5M | 0.0% | 25,702 |
| QQQInvesco QQQ Trust, Series 1 | $4.5M | 0.0% | 6,122 |
| NEENextera Energy Inc | $4.5M | 0.0% | 59,368 |
| STTState Street Corp | $4.5M | 0.0% | 25,720 |
| INTCIntel Corp | $4.3M | 0.0% | 35,822 |
| TKRTimken Co | $4.2M | 0.0% | 35,715 |
| CHUBB LTD | $4.1M | 0.0% | 12,480 |
| CMICummins Inc | $3.9M | 0.0% | 7,517 |
| MSMorgan Stanley | $3.8M | 0.0% | 20,085 |
| TTDTrade Desk Inc | $3.8M | 0.0% | 310,349 |
| DISWalt Disney Co | $3.6M | 0.0% | 34,204 |
| NSCNorfolk Southern Corp | $3.4M | 0.0% | 11,140 |
| SPGIS&P Global Inc | $3.4M | 0.0% | 8,672 |
| VIGVanguard Div Appreciation ETF | $3.4M | 0.0% | 14,490 |
| GLWCorning Inc | $3M | 0.0% | 19,481 |
| BACBank of America Corp | $3M | 0.0% | 54,908 |
| IBMInternational Business Machines Corp | $3M | 0.0% | 13,586 |
| VOOVanguard S&P 500 ETF | $3M | 0.0% | 4,225 |
| HASIHA Sustainable Infrastructure Capital Inc | $2.9M | 0.0% | 81,500 |
| MDYSPDR MidCap Trust Series I | $2.9M | 0.0% | 4,349 |
| ROPRoper Technologies Inc | $2.8M | 0.0% | 7,918 |
| COFCapital One Financial Corp | $2.6M | 0.0% | 13,578 |
| ULUnilever PLC | $2.6M | 0.0% | 43,100 |
| SNOWSnowflake Inc | $2.6M | 0.0% | 7,612 |
| PAYXPaychex Inc | $2.5M | 0.0% | 25,111 |
| NFLXNetflix Inc | $2.4M | 0.0% | 34,290 |
| EWEdwards Lifesciences Corp | $2.4M | 0.0% | 27,447 |
| ALPHA ARCHITECT | $2.4M | 0.0% | 43,122 |
| BKNGBooking Holdings Inc | $2.3M | 0.0% | 14,207 |
| TSLATesla Inc | $2.3M | 0.0% | 6,462 |
| VALMONT INDUSTRIES INC | $2.3M | 0.0% | 4,930 |
| BRK.ABerkshire Hathaway Inc | $2.2M | 0.0% | 3 |
| GEVGE Vernova Inc | $2.2M | 0.0% | 2,340 |
| NEXTPOWER INC CL A | $2.1M | 0.0% | 27,504 |
| IWOiShares Russell 2000 Growth Fund | $2.1M | 0.0% | 5,998 |
| IWFiShares Russell 1000 Growth ETF | $2M | 0.0% | 15,982 |
| APHAmphenol Corp | $1.9M | 0.0% | 22,377 |
| VEUVanguard FTSE All World Ex US ETF | $1.9M | 0.0% | 22,643 |
| TXNTexas Instruments Inc | $1.8M | 0.0% | 6,580 |
| GNRCGenerac Holdings Inc | $1.8M | 0.0% | 8,655 |
| VRTXVertex Pharmaceuticals Inc | $1.7M | 0.0% | 3,321 |
| EMREmerson Electric Co | $1.7M | 0.0% | 11,096 |
| AXPAmerican Express Co | $1.7M | 0.0% | 5,648 |
| LMTLockheed Martin Corp | $1.7M | 0.0% | 3,353 |
| NVSNovartis AG | $1.7M | 0.0% | 11,906 |
| TDGTransDigm Group Inc | $1.7M | 0.0% | 1,560 |
| LINDE PLC | $1.7M | 0.0% | 3,502 |
| SYYSysco Corp | $1.6M | 0.0% | 20,359 |
| PFEPfizer Inc | $1.6M | 0.0% | 55,116 |
| VANGUARD | $1.6M | 0.0% | 31,460 |
| PANWPalo Alto Networks Inc | $1.6M | 0.0% | 3,903 |
| SHELShell PLC | $1.5M | 0.0% | 15,659 |
| GDGeneral Dynamics Corp | $1.5M | 0.0% | 4,421 |
| JKHYJack Henry & Associates Inc | $1.5M | 0.0% | 10,199 |
| BLKBlackRock Inc | $1.4M | 0.0% | 1,364 |
| LINDBLAD EXPEDITIONS HOLDINGS | $1.4M | 0.0% | 45,918 |
| KKRKKR & Co Inc | $1.4M | 0.0% | 15,693 |
| CCitigroup Inc | $1.4M | 0.0% | 11,049 |
| MELIMercadoLibre Inc | $1.4M | 0.0% | 826 |
| OZKBank Ozk | $1.4M | 0.0% | 30,930 |
| BIIBBiogen Inc | $1.4M | 0.0% | 6,193 |
| IWDiShares Russell 1000 Value ETF | $1.4M | 0.0% | 5,467 |
| VEAVanguard FTSE Developed Markets ETF | $1.3M | 0.0% | 18,605 |
| MOAltria Group Inc | $1.3M | 0.0% | 19,499 |
| ABNBAirbnb Inc | $1.3M | 0.0% | 8,067 |
| GILGildan Activewear Inc | $1.3M | 0.0% | 30,220 |
| AERCAP HOLDINGS NV | $1.2M | 0.0% | 8,440 |
| CATCaterpillar Inc | $1.2M | 0.0% | 1,467 |
| EFViShares MSCI EAFE Value ETF | $1.2M | 0.0% | 14,734 |
| IVWiShares S&P 500 Growth ETF | $1.2M | 0.0% | 8,115 |
| MUFGMitsubishi UFJ Financial Group Inc | $1.2M | 0.0% | 50,000 |
| MDLZMondelez International Inc | $1.1M | 0.0% | 19,701 |
| IWMiShares Russell 2000 Index Fund | $1.1M | 0.0% | 4,098 |
| EATON CORP | $1.1M | 0.0% | 2,642 |
| VZVerizon Communications Inc | $1.1M | 0.0% | 24,678 |
| IWNiShares Russell 2000 Value ETF | $1.1M | 0.0% | 5,328 |
| MTDMettler-toledo International Inc | $1.1M | 0.0% | 732 |
| GILDGilead Sciences, Inc | $1.1M | 0.0% | 7,380 |
| VUGVanguard Growth ETF | $1.1M | 0.0% | 12,036 |
| HONHoneywell International Inc | $1.1M | 0.0% | 5,074 |
| FASTFastenal Co | $1.1M | 0.0% | 21,485 |
| MCKMcKesson Corp | $1.1M | 0.0% | 1,244 |
| SPGSimon Property Group Inc | $1.1M | 0.0% | 5,279 |
| LHLabcorp Holdings Inc | $1M | 0.0% | 3,370 |
| QQnity Electronics Inc | $1M | 0.0% | 8,223 |
| AWKAmerican Water Works Co Inc | $1M | 0.0% | 7,746 |
| IQVIQVIA Holdings Inc | $948.5K | 0.0% | 3,528 |
| ESGVVanguard ESG U.S. Stock ETF | $941.9K | 0.0% | 6,950 |
| XLKState Street Technology Select Sector SPDR ETF | $921.6K | 0.0% | 4,708 |
| BXBlackstone Inc | $905.2K | 0.0% | 8,076 |
| ZTSZoetis Inc | $898.2K | 0.0% | 12,862 |
| NVONovo Nordisk A/S | $896.6K | 0.0% | 23,650 |
| XYLXylem Inc | $892.7K | 0.0% | 8,815 |
| FNFFidelity National Financial Inc | $879.4K | 0.0% | 22,752 |
| PSXPhillips 66 | $860.9K | 0.0% | 3,372 |
| ENBEnbridge Inc | $860K | 0.0% | 18,499 |
| SCHWCharles Schwab Corp | $856K | 0.0% | 8,758 |
| MCOMoody's Corp | $852.9K | 0.0% | 1,878 |
| BKRBaker Hughes Co | $845.6K | 0.0% | 15,403 |
| DCIDonaldson Company Inc | $829.8K | 0.0% | 9,533 |
| AAgilent Technologies Inc | $823K | 0.0% | 4,776 |
| FDSFactset Research Systems Inc | $814.7K | 0.0% | 3,018 |
| HSBCHSBC Holdings PLC | $794.5K | 0.0% | 8,000 |
| UNHUnitedHealth Group Inc | $791.1K | 0.0% | 2,155 |
| ASTRAZENECA PLC | $781.2K | 0.0% | 4,838 |
| AMATApplied Materials Inc | $780.9K | 0.0% | 1,527 |
| TE | $777K | 0.0% | 3,681 |
| MRVLMarvell Technology Inc | $775.5K | 0.0% | 2,935 |
| RBARB Global Inc | $759.1K | 0.0% | 9,327 |
| CTVACorteva Inc | $753.9K | 0.0% | 9,709 |
| HONAHoneywell Aerospace Inc | $753.3K | 0.0% | 4,861 |
| FSLRFirst Solar Inc | $752.1K | 0.0% | 4,294 |
| KLACKLA Corp | $748.5K | 0.0% | 3,840 |
| ARCH CAPITAL GROUP LTD | $744.6K | 0.0% | 8,062 |
| FANGDiamondback Energy Inc | $744.4K | 0.0% | 4,050 |
| HSYHershey Co | $744.2K | 0.0% | 4,722 |
| DDDupont De Nemours Inc | $741K | 0.0% | 5,705 |
| SPOTIFY TECH | $739.4K | 0.0% | 1,517 |
| XBIState Street SPDR S&P Biotech ETF | $709.6K | 0.0% | 4,500 |
| IJRiShares Core S&P Small-Cap ETF | $702.4K | 0.0% | 5,163 |
| EFAiShares MSCI EAFE ETF | $701.2K | 0.0% | 6,749 |
| DOVDover Corp | $696.8K | 0.0% | 3,725 |
| RSPInvesco S&P 500 Equal Weight ETF | $671.1K | 0.0% | 3,226 |
| IBBiShares Nasdaq Biotechnology Index Fund | $652.6K | 0.0% | 3,100 |
| INVESCO | $638K | 0.0% | 4,000 |
| WPCW.p. Carey Inc | $630.5K | 0.0% | 9,756 |
| BALLBall Corp | $619.1K | 0.0% | 11,050 |
| CDNSCadence Design Systems Inc | $615.5K | 0.0% | 1,864 |
| IEFAiShares Core MSCI EAFE ETF | $611.5K | 0.0% | 6,312 |
| AFLAflac Inc | $607K | 0.0% | 5,430 |
| TMUST-Mobile US Inc | $602.1K | 0.0% | 3,692 |
| XTRACKERS | $595.2K | 0.0% | 5,105 |
| COKECoca-Cola Consolidated Inc | $590.5K | 0.0% | 3,120 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $587.4K | 0.0% | 1,155 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $585.8K | 0.0% | 7,500 |
| OMCOmnicom Group Inc | $578.7K | 0.0% | 7,860 |
| BABoeing Co | $569.3K | 0.0% | 3,060 |
| MKCMcCormick & Company Inc | $550K | 0.0% | 11,853 |
| SHWSherwin-Williams Co | $543.7K | 0.0% | 1,682 |
| FTVFortive Corp | $541K | 0.0% | 9,870 |
| TEAMAtlassian Corp | $537.9K | 0.0% | 3,000 |
| PYPLPayPal Holdings Inc | $537K | 0.0% | 10,222 |
| SWKStanley Black & Decker Inc | $531.5K | 0.0% | 6,000 |
| BMYBristol-Myers Squibb Co | $527.7K | 0.0% | 8,457 |
| HCAHCA Healthcare Inc | $514.2K | 0.0% | 1,205 |
| CMCSAComcast Corp | $507.8K | 0.0% | 23,335 |
| ULTAUlta Beauty Inc | $499.7K | 0.0% | 915 |
| WELLWelltower Inc | $490.9K | 0.0% | 2,132 |
| BPBP PLC | $484.8K | 0.0% | 11,020 |
| WTSWatts Water Technologies Inc | $472.5K | 0.0% | 1,334 |
| CNQCanadian Natural Resources Ltd | $470.7K | 0.0% | 10,000 |
| EWJiShares MSCI Japan Index Fund | $448.3K | 0.0% | 4,600 |
| MMM3M Co | $446.7K | 0.0% | 2,721 |
| CCJCameco Corp | $433.4K | 0.0% | 5,000 |
| CICigna Group | $425.7K | 0.0% | 1,566 |
| IWRiShares Russell Mid-Cap ETF | $424.6K | 0.0% | 3,979 |
| WMBWilliams Companies Inc | $424.5K | 0.0% | 6,245 |
| PGRProgressive Corp | $418.6K | 0.0% | 2,019 |
| TGTTarget Corp | $414.3K | 0.0% | 2,644 |
| ALLEGION PLC | $406K | 0.0% | 2,640 |
| PNCPNC Financial Services Group Inc | $405K | 0.0% | 1,822 |
| IVEiShares S&P 500 Value ETF | $398.8K | 0.0% | 1,747 |
| GISGeneral Mills Inc | $387.7K | 0.0% | 12,054 |
| DESWisdomTree U.S. SmallCap Dividend Fund | $379K | 0.0% | 10,000 |
| TWLOTwilio Inc | $378.7K | 0.0% | 1,295 |
| CARRCarrier Global Corp | $377.9K | 0.0% | 6,889 |
| IWSiShares Russell Mid-cap Value ETF | $376.6K | 0.0% | 2,343 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $372.5K | 0.0% | 3,398 |
| JJacobs Solutions Inc | $371.3K | 0.0% | 2,745 |
| ORCLOracle Corp | $371K | 0.0% | 2,702 |
| VTVVanguard Value ETF | $369.7K | 0.0% | 1,711 |
| JAAAJanus Henderson AAA CLO ETF | $358.3K | 0.0% | 7,100 |
| TYLTyler Technologies Inc | $356.8K | 0.0% | 1,120 |
| IJHiShares Core S&P Mid-Cap ETF | $355.1K | 0.0% | 4,935 |
| BDXBecton Dickinson and Co | $352.6K | 0.0% | 1,970 |
| DSIiShares ESG MSCI KLD 400 ETF | $351.1K | 0.0% | 2,402 |
| WMWaste Management Inc | $347.1K | 0.0% | 1,702 |
| BANK OF NEW YORK MELLON CORP | $341.2K | 0.0% | 2,359 |
| SUSuncor Energy Inc (Canada) | $339.4K | 0.0% | 5,000 |
| ARAntero Resources Corp | $333.9K | 0.0% | 10,000 |
| ALNYAlnylam Pharmaceuticals Inc | $333.1K | 0.0% | 1,350 |
| LHXL3Harris Technologies Inc | $324.4K | 0.0% | 1,370 |
| DOWDow Inc | $324.4K | 0.0% | 11,778 |
| KMBKimberly-Clark Corp | $321.4K | 0.0% | 3,299 |
| LAMRLamar Advertising Co | $313.4K | 0.0% | 2,175 |
| DOCUDocuSign Inc | $312.6K | 0.0% | 4,655 |
| XLEState Street Energy Select Sector SPDR ETF | $312.4K | 0.0% | 5,080 |
| VOVanguard Mid-Cap ETF | $310.5K | 0.0% | 3,960 |
| VONGVanguard Russell 1000 Growth ETF | $310.3K | 0.0% | 2,407 |
| GLOBAL X MSCI ARGENTINA ETF | $303.8K | 0.0% | 3,525 |
| POOLPool Corp | $303.5K | 0.0% | 1,875 |
| MRSHMarsh & McLennan Companies Inc | $302K | 0.0% | 1,769 |
| AMEAMETEK Inc | $301.2K | 0.0% | 1,216 |
| LRCXLam Research Corp | $294K | 0.0% | 895 |
| OXYOccidental Petroleum Corp | $293.2K | 0.0% | 5,300 |
| ISHARES | $291.4K | 0.0% | 675 |
| UPSUnited Parcel Service Inc | $281.6K | 0.0% | 3,014 |
| FRANKLIN FTSE INDIA ETF | $279.3K | 0.0% | 8,340 |
| CWENClearway Energy Inc | $277.3K | 0.0% | 9,475 |
| WFCWells Fargo & Co | $274.8K | 0.0% | 3,433 |
| EQIXEquinix Inc | $271.1K | 0.0% | 268 |
| HPQHP Inc | $270.8K | 0.0% | 8,657 |
| VONVVanguard Russell 1000 Value ETF | $266.3K | 0.0% | 2,450 |
| HPEHewlett Packard Enterprise Co | $261.8K | 0.0% | 4,097 |
| TRVTravelers Companies Inc | $260.3K | 0.0% | 730 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $255.4K | 0.0% | 5,730 |
| MDGLMadrigal Pharmaceuticals Inc | $252K | 0.0% | 500 |
| MTBM&T Bank Corp | $251.3K | 0.0% | 1,155 |
| ATLANTIC UNION BANKSHARES CORP | $245.7K | 0.0% | 6,473 |
| AEPAmerican Electric Power Company Inc | $245K | 0.0% | 2,065 |
| PEABODY ENERGY | $243.9K | 0.0% | 10,000 |
| YUMYum! Brands Inc | $241.2K | 0.0% | 1,769 |
| MGYMagnolia Oil & Gas Corp | $234.9K | 0.0% | 10,000 |
| VGTVanguard Information Tech ETF | $231.2K | 0.0% | 1,840 |
| EBAYeBay Inc | $226.9K | 0.0% | 2,140 |
| FFord Motor Co | $222.5K | 0.0% | 18,452 |
| SOSouthern Co | $219.3K | 0.0% | 2,646 |
| TRANE TECHNOLOGIES PLC | $218.8K | 0.0% | 484 |
| EDConsolidated Edison Inc | $217.2K | 0.0% | 2,125 |
| NUENucor Corp | $212.9K | 0.0% | 911 |
| SLViShares Silver Trust | $207.4K | 0.0% | 3,805 |
| VRTVertiv Holdings Co | $205.1K | 0.0% | 850 |
| AZOAutozone Inc | $203.8K | 0.0% | 72 |
| WATWaters Corp | $202.1K | 0.0% | 460 |
| ISHARES | $199.7K | 0.0% | 8,000 |
| XTRACKERS | $192.3K | 0.0% | 3,600 |
| CPCanadian Pacific Kansas City Ltd | $191.6K | 0.0% | 2,252 |
| DDominion Energy Inc | $190.9K | 0.0% | 3,155 |
| ARKKARK Innovation ETF | $190.7K | 0.0% | 2,140 |
| NTRSNorthern Trust Corp | $186.3K | 0.0% | 1,100 |
| IEMGiShares Core MSCI Emerging Markets ETF | $185.6K | 0.0% | 2,287 |
| OTISOtis Worldwide Corp | $184.2K | 0.0% | 2,864 |
| KDPKeurig Dr Pepper Inc | $182K | 0.0% | 6,000 |
| GSGoldman Sachs Group Inc | $181.9K | 0.0% | 202 |
| ADSKAutodesk Inc | $181.8K | 0.0% | 870 |
| DVNDevon Energy Corp | $176.6K | 0.0% | 3,835 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $176.2K | 0.0% | 6,060 |
| ARK | $173.9K | 0.0% | 1,086 |
| PWRQuanta Services Inc | $173.5K | 0.0% | 270 |
| RRCRange Resources Corp | $173.3K | 0.0% | 4,680 |
| EXEExpand Energy Corp | $170.3K | 0.0% | 2,025 |
| VCRVanguard Consumer Discretion ETF | $168.5K | 0.0% | 462 |
| DGXQuest Diagnostics Inc | $163.8K | 0.0% | 703 |
| NEMNewmont Corporation | $158K | 0.0% | 1,370 |
| SHOPShopify Inc | $155.7K | 0.0% | 1,050 |
| VLOValero Energy Corp | $155K | 0.0% | 400 |
| IWPiShares Russell Midcap Growth ETF | $154.5K | 0.0% | 1,122 |
| CMGChipotle Mexican Grill Inc | $152.7K | 0.0% | 4,780 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $151.6K | 0.0% | 2,676 |
| CORCencora Inc | $150.1K | 0.0% | 500 |
| HIGHartford Insurance Group Inc | $149.3K | 0.0% | 1,220 |
| EFGiShares MSCI EAFE Growth ETF | $148.1K | 0.0% | 1,236 |
| CINFCincinnati Financial Corp | $142.6K | 0.0% | 895 |
| TRPTC Energy Corp | $141.9K | 0.0% | 2,455 |
| VRSNVeriSign, Inc | $141K | 0.0% | 500 |
| WDCWestern Digital Corp | $140.9K | 0.0% | 310 |
| BBTBeacon Financial Corp | $140.8K | 0.0% | 5,031 |
| ESGUiShares ESG Aware MSCI USA ETF | $139.6K | 0.0% | 837 |
| AVYAvery Dennison Corp | $139.3K | 0.0% | 816 |
| CRWDCrowdStrike Holdings Inc | $137.7K | 0.0% | 520 |
| BTIBritish American Tobacco plc | $134.6K | 0.0% | 2,475 |
| CSXCSX Corp | $132.6K | 0.0% | 2,850 |
| TDToronto-Dominion Bank | $131.4K | 0.0% | 1,118 |
| UL SOLUTIONS INC CL A | $131.2K | 0.0% | 2,000 |
| PODDInsulet Corp | $130.5K | 0.0% | 1,000 |
| ATRAptargroup Inc | $126.9K | 0.0% | 1,047 |
| VWOVanguard FTSE Emerging Markets ETF | $125.2K | 0.0% | 2,111 |
| CHECK POINT SOFTWARE TECH LTD | $124.5K | 0.0% | 970 |
| ELEstee Lauder Companies Inc | $121.1K | 0.0% | 1,305 |
| ALLAllstate Corp | $120K | 0.0% | 541 |
| XELXcel Energy Inc | $119.8K | 0.0% | 1,700 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $119.8K | 0.0% | 870 |
| ELANElanco Animal Health Inc | $118.4K | 0.0% | 5,290 |
| IXUSiShares Core MSCI Total International Stock ETF | $117.1K | 0.0% | 1,233 |
| METALLUS INC | $117.1K | 0.0% | 6,164 |
| OKEONEOK Inc | $114.5K | 0.0% | 1,343 |
| UBERUber Technologies Inc | $114.2K | 0.0% | 1,667 |
| TOTAL ENERGIES SE | $114.1K | 0.0% | 1,334 |
| AJGArthur J. Gallagher & Co. | $110.6K | 0.0% | 485 |
| SJMJ.M. Smucker Co | $108.9K | 0.0% | 916 |
| ARMArm Holdings PLC | $108.6K | 0.0% | 375 |
| EASTERN CO | $107.4K | 0.0% | 4,500 |
| RIVNRivian Automotive Inc | $106.6K | 0.0% | 7,132 |
| PFGPrincipal Financial Group Inc | $106.4K | 0.0% | 950 |
| GMGeneral Motors Co | $104.7K | 0.0% | 1,360 |
| UNITED BANCORP INC | $102.3K | 0.0% | 6,917 |
| SABINE ROYALTY TRUST | $99.4K | 0.0% | 1,437 |
| PLTRPalantir Technologies Inc | $97.3K | 0.0% | 520 |
| KNSLKinsale Capital Group, Inc. | $96.8K | 0.0% | 300 |
| FDXFedEx Corp | $95.5K | 0.0% | 335 |
| MCHPMicrochip Technology Inc | $93.5K | 0.0% | 1,202 |
| GWWWW Grainger Inc | $93.4K | 0.0% | 75 |
| CEGConstellation Energy Corp | $91.4K | 0.0% | 360 |
| CASYCaseys General Stores Inc | $88.2K | 0.0% | 145 |
| SOLSSolstice Advanced Materials Inc | $87.5K | 0.0% | 1,553 |
| MONRO MUFFLER & BRAKE INC | $87.4K | 0.0% | 6,250 |
| DELLDell Technologies Inc | $86.6K | 0.0% | 161 |
| LNGCheniere Energy Inc | $86.1K | 0.0% | 320 |
| NTESNetEase Inc | $84.8K | 0.0% | 700 |
| MEDTRONIC PLC | $84.1K | 0.0% | 975 |
| FEFirstEnergy Corp | $83.7K | 0.0% | 1,931 |
| CVSCVS Health Corp | $81.1K | 0.0% | 947 |
| FTNTFortinet Inc | $80.4K | 0.0% | 450 |
| KVUEKenvue Inc | $78.1K | 0.0% | 4,423 |
| EEMiShares MSCI Emerging Index Fund | $77.6K | 0.0% | 1,162 |
| SOLVSolventum Corp | $77.3K | 0.0% | 877 |
| SAPSAP SE | $77.1K | 0.0% | 370 |
| MOG.AMoog Inc | $76.3K | 0.0% | 200 |
| WYWeyerhaeuser Co | $76.2K | 0.0% | 4,000 |
| VSTVistra Corp | $76.1K | 0.0% | 550 |
| NOCNorthrop Grumman Corp | $72.5K | 0.0% | 150 |
| PRGSProgress Software Corp | $71.9K | 0.0% | 1,800 |
| AVAVAeroVironment Inc | $71.1K | 0.0% | 500 |
| LNCLincoln National Corp | $70.6K | 0.0% | 1,753 |
| HUBBHubbell Inc | $70.3K | 0.0% | 155 |
| NETCloudflare Inc | $69.5K | 0.0% | 200 |
| CPNGCoupang Inc | $69.4K | 0.0% | 5,000 |
| PRUPrudential Financial Inc | $68.1K | 0.0% | 600 |
| MARMarriott International Inc | $67.6K | 0.0% | 190 |
| USBUS Bancorp | $67.1K | 0.0% | 1,162 |
| IGSBISHARES | $65.1K | 0.0% | 1,271 |
| NVENT | $64.1K | 0.0% | 400 |
| COGTCogent Biosciences Inc | $64K | 0.0% | 2,000 |
| VTRVentas Inc | $63.8K | 0.0% | 750 |
| NTAPNetApp Inc | $63K | 0.0% | 300 |
| SRESempra | $62.4K | 0.0% | 800 |
| RALRalliant Corp | $61.6K | 0.0% | 890 |
| VICRVicor Corp | $61.3K | 0.0% | 212 |
| ASGN INC | $59.9K | 0.0% | 1,822 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $59.2K | 0.0% | 356 |
| OCULAR THERAPEUTIX INC | $57.5K | 0.0% | 7,500 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $57.1K | 0.0% | 1,225 |
| ENPHEnphase Energy Inc | $56.9K | 0.0% | 1,725 |
| TWTradeweb Markets Inc | $56K | 0.0% | 555 |
| SIRISirius XM Holdings Inc | $55.1K | 0.0% | 2,130 |
| SCHASchwab U.S. Small-Cap ETF | $54.7K | 0.0% | 1,675 |
| TOLToll Brothers Inc | $54.6K | 0.0% | 405 |
| IJTiShares S&P SmallCap 600 Growth ETF | $54.5K | 0.0% | 340 |
| BSXBoston Scientific Corp | $53.8K | 0.0% | 1,233 |
| WBDWarner Bros Discovery Inc | $53.2K | 0.0% | 1,720 |
| GEHCGE Healthcare Technologies Inc | $52.9K | 0.0% | 809 |
| AMLXAmylyx Pharmaceuticals Inc | $52.5K | 0.0% | 1,803 |
| AIRRFirst Trust RBA American Industrial Renaissance ETF | $51.6K | 0.0% | 500 |
| MBGLMobility Global Inc | $50.6K | 0.0% | 2,949 |
| VGKVanguard FTSEEuropean ETF | $49K | 0.0% | 565 |
| JANUS HENDERSON | $48.8K | 0.0% | 1,004 |
| ISHARES | $48.5K | 0.0% | 2,000 |
| AON PLC CLASS A | $48.2K | 0.0% | 174 |
| CARAvis Budget Group Inc | $48K | 0.0% | 450 |
| APPApplovin Corp | $47.3K | 0.0% | 163 |
| GPCGenuine Parts Co | $47.2K | 0.0% | 375 |
| ELVElevance Health Inc | $45.5K | 0.0% | 117 |
| VTRSViatris Inc | $45K | 0.0% | 2,540 |
| SEDGSolaredge Technologies Inc | $44.6K | 0.0% | 1,400 |
| ESEversource Energy | $44.6K | 0.0% | 695 |
| JMBSJANUS HENDERSON | $44.2K | 0.0% | 1,045 |
| HUMHumana Inc | $43.9K | 0.0% | 115 |
| BROWN FORMAN CORP | $42.8K | 0.0% | 1,595 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $42.3K | 0.0% | 1,310 |
| SWKSSkyworks Solutions Inc | $42.2K | 0.0% | 494 |
| JPSTJPMorgan Ultra-Short Income ETF | $42.2K | 0.0% | 837 |
| SCZiShares MSCI EAFE Small-Cap ETF | $42.1K | 0.0% | 499 |
| STZConstellation Brands Inc | $39.6K | 0.0% | 350 |
| AMTMAmentum Holdings Inc | $39.4K | 0.0% | 2,174 |
| UGIUGI Corp | $39.3K | 0.0% | 1,102 |
| BCPCBalchem Corp | $37.9K | 0.0% | 230 |
| GSKGSK plc | $36.6K | 0.0% | 760 |
| VERASTEM INC | $36.2K | 0.0% | 4,500 |
| ORealty Income Corp | $36.2K | 0.0% | 666 |
| KAIKadant Inc | $34K | 0.0% | 130 |
| PENPenumbra Inc | $33.4K | 0.0% | 105 |
| HALHalliburton Co | $31.5K | 0.0% | 992 |
| PHYSSprott Physical Gold Trust ETV | $31.5K | 0.0% | 1,008 |
| SPDR | $31.4K | 0.0% | 299 |
| QSRRestaurant Brands International Inc | $30.7K | 0.0% | 432 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $30.6K | 0.0% | 297 |
| ADAMS NATURAL RESOURCES FUND INC | $30.5K | 0.0% | 1,108 |
| OCCIDENTAL PETROLEUM CORP | $30.1K | 0.0% | 905 |
| CCICrown Castle Inc | $30K | 0.0% | 450 |
| STLDSteel Dynamics Inc | $29.7K | 0.0% | 134 |
| TTEKTetra Tech Inc | $29.7K | 0.0% | 900 |
| WMSAdvanced Drainage Systems Inc | $29.5K | 0.0% | 233 |
| MAKEMYTRIP LTD | $29.5K | 0.0% | 625 |
| BAXBaxter International Inc | $29.4K | 0.0% | 1,225 |
| KMIKinder Morgan Inc | $28.6K | 0.0% | 950 |
| SLBSLB NV | $27.8K | 0.0% | 571 |
| JBLJabil Inc | $27K | 0.0% | 94 |
| CMECME Group Inc | $26.2K | 0.0% | 100 |
| PEAPACK-GLADSTONE FINANCIAL | $26.2K | 0.0% | 600 |
| KIMKimco Realty Corp | $26K | 0.0% | 1,172 |
| IJSiShares S&P SmallCap 600 Value ETF | $25.6K | 0.0% | 200 |
| ACWIiShares MSCI ACWI ETF | $25.4K | 0.0% | 160 |
| DUKDuke Energy Corp | $25.1K | 0.0% | 220 |
| MIRUM PHARMACEUTICALS | $23.8K | 0.0% | 278 |
| TRGPTarga Resources Corp | $23.2K | 0.0% | 86 |
| TKOTKO Group Holdings Inc | $21.6K | 0.0% | 120 |
| BF.BBrown-Forman Corp | $20.9K | 0.0% | 799 |
| FMSFresenius Medical Care AG | $20.7K | 0.0% | 926 |
| TFCTruist Financial Corp | $20.4K | 0.0% | 440 |
| CADIZ INC | $19.6K | 0.0% | 5,000 |
| DBCINVESCO | $19.4K | 0.0% | 600 |
| BNTXBiontech SE | $18.7K | 0.0% | 190 |
| VDEVanguard Energy ETF | $18.6K | 0.0% | 108 |
| FEDEX FREIGHT HOLDING CO INC | $18.3K | 0.0% | 167 |
| HOODRobinhood Markets Inc | $18K | 0.0% | 160 |
| EPDEnterprise Products Partners L.P | $17.8K | 0.0% | 500 |
| ON HOLDING AG CL A | $17.5K | 0.0% | 590 |
| BABAAlibaba Group Holding Ltd | $17.4K | 0.0% | 162 |
| COOCooper Companies Inc | $16.8K | 0.0% | 297 |
| TSCOTractor Supply Co | $16K | 0.0% | 510 |
| WDAYWorkday Inc | $15.8K | 0.0% | 83 |
| TTWOTake-Two Interactive Software Inc | $15.8K | 0.0% | 76 |
Quarter ending 2026-09-30.
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