CIK 1037558
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 52.98% | 85 |
| Specialty Retail | 9.18% | 13 |
| Pharmaceuticals & Biotechnology | 6.46% | 17 |
| Banks | 5.02% | 15 |
| Commercial Services & Supplies | 4.61% | 9 |
| Technology Hardware & Equipment | 4.53% | 9 |
| Software | 3.83% | 8 |
| Semiconductors & Semiconductor Equipment | 3.08% | 11 |
| Construction & Engineering | 2.78% | 3 |
| Equity Real Estate Investment Trusts (REITs) | 2.20% | 5 |
| Aerospace & Defense | 1.89% | 7 |
| Software & IT Services | 1.05% | 8 |
| Chemicals | 0.71% | 10 |
| Beverages | 0.33% | 2 |
| Oil, Gas & Consumable Fuels | 0.19% | 9 |
| Hotels, Restaurants & Leisure | 0.14% | 4 |
| Utilities | 0.12% | 21 |
| Machinery | 0.11% | 15 |
| Capital Markets | 0.11% | 8 |
| Road & Rail | 0.09% | 4 |
| Entertainment | 0.08% | 1 |
| Insurance | 0.06% | 10 |
| Food Products | 0.06% | 4 |
| Tobacco | 0.06% | 2 |
| Electrical Equipment & Components | 0.05% | 4 |
| Health Care Equipment & Supplies | 0.05% | 9 |
| Automobiles & Components | 0.05% | 3 |
| Media & Entertainment | 0.03% | 4 |
| Communications Equipment | 0.03% | 1 |
| Life Sciences Tools & Services | 0.03% | 2 |
| Distributors | 0.02% | 4 |
| Industrial Conglomerates | 0.02% | 1 |
| Airlines | 0.01% | 1 |
| Metals & Mining | 0.01% | 2 |
| Food & Staples Retailing | 0.01% | 1 |
| Professional Services | 0.00% | 1 |
| Transportation Infrastructure | 0.00% | 1 |
| Paper & Forest Products | 0.00% | 2 |
| Diversified Telecommunication Services | 0.00% | 1 |
| Health Care Providers & Services | 0.00% | 4 |
| Leisure Products | 0.00% | 1 |
| Marine | 0.00% | 1 |
| Textiles, Apparel & Luxury Goods | 0.00% | 1 |
| Agricultural Products | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | Unclassified | 22.03% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | Unclassified | 10.66% |
| 3 | ICSH | ISHARES TR | Unclassified | 4.20% |
| 4 | AMZN | AMAZON COM INC | Consumer Discretionary | 4.00% |
| 5 | MSFT | MICROSOFT CORP | Information Technology | 3.77% |
| 6 | LLY | ELI LILLY & Co | Health Care | 3.50% |
| 7 | COST | COSTCO WHOLESALE CORP /NEW | Consumer Discretionary | 3.17% |
| 8 | APH | AMPHENOL CORP /DE/ | Information Technology | 2.96% |
| 9 | PWR | QUANTA SERVICES, INC. | Industrials | 2.78% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC. | Information Technology | 2.61% |
242/325 names classified · sector 49.6% of weight · industry 47.0% · mkt cap 49.5%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 49.6% of the book is sector-classified (unclassified names shown, never dropped).
Only 47% of book weight classified — the grid is NOT representative of the whole book.
Classified: 46.8% of book weight (211/316 names) · unclassified 53.2%: SPY, JPST, ICSH, BRK.B, XLI, XLV, XLF, IEFA, VTI, XLK +95 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 426,018 | $182M | 22.0% | HOLD |
| 2 | JPSTJ P MORGAN EXCHANGE TRADED F | 1,757,225 | $88M | 10.7% | ADD 3% |
| 3 | ICSHISHARES TR | 690,100 | $35M | 4.2% | HOLD |
| 4 | AMZNAMAZON COM INC | 259,949 | $33M | 4.0% | HOLD |
| 5 | MSFTMICROSOFT CORP | 98,782 | $31M | 3.8% | HOLD |
| 6 | LLYELI LILLY & CO | 53,922 | $29M | 3.5% | HOLD |
| 7 | COSTCOSTCO WHSL CORP NEW | 46,424 | $26M | 3.2% | HOLD |
| 8 | APHAMPHENOL CORP | 290,996 | $24M | 3.0% | HOLD |
| 9 | PWRQUANTA SVCS INC | 122,963 | $23M | 2.8% | HOLD |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 42,640 | $22M | 2.6% | HOLD |
| 11 | JPMJPMORGAN CHASE & CO | 147,344 | $21M | 2.6% | HOLD |
| 12 | BRK.BBERKSHIRE HATHAWAY INC DEL | 60,605 | $21M | 2.6% | HOLD |
| 13 | VRTXVERTEX PHARMACEUTICALS INC | 59,357 | $21M | 2.5% | HOLD |
| 14 | XLISELECT SECTOR SPDR TR | 202,080 | $20M | 2.5% | HOLD |
| 15 | ACNACCENTURE PLC IRELAND | 66,091 | $20M | 2.5% | HOLD |
| 16 | AXPAMERICAN EXPRESS CO | 131,566 | $20M | 2.4% | HOLD |
| 17 | PLDPROLOGIS INC. | 160,640 | $18M | 2.2% | HOLD |
| 18 | XLVSELECT SECTOR SPDR TR | 136,034 | $18M | 2.1% | HOLD |
| 19 | WMWASTE MGMT INC DEL | 111,521 | $17M | 2.1% | HOLD |
| 20 | LOWLOWES COS INC | 74,980 | $16M | 1.9% | HOLD |
| 21 | NOCNORTHROP GRUMMAN CORP | 33,407 | $15M | 1.8% | HOLD |
| 22 | AAPLAPPLE INC | 84,619 | $14M | 1.8% | HOLD |
| 23 | XLFSELECT SECTOR SPDR TR | 419,217 | $14M | 1.7% | HOLD |
| 24 | IEFAISHARES TR | 209,000 | $13M | 1.6% | TRIM −3% |
| 25 | VTIVANGUARD INDEX FDS | 60,235 | $13M | 1.5% | TRIM −2% |
| 26 | GOOGALPHABET INC | 36,930 | $5M | 0.6% | HOLD |
| 27 | PGPROCTER AND GAMBLE CO | 32,844 | $5M | 0.6% | HOLD |
| 28 | XLKSELECT SECTOR SPDR TR | 27,957 | $5M | 0.6% | HOLD |
| 29 | SPYXSPDR SERIES TRUST | 111,153 | $4M | 0.5% | HOLD |
| 30 | IWFISHARES TR | 13,067 | $3M | 0.4% | HOLD |
| 31 | GOOGLALPHABET INC | 25,614 | $3M | 0.4% | HOLD |
| 32 | BRK.ABERKSHIRE HATHAWAY INC DEL | 5 | $3M | 0.3% | HOLD |
| 33 | VOOVANGUARD INDEX FDS | 6,056 | $2M | 0.3% | TRIM −14% |
| 34 | IWDISHARES TR | 13,348 | $2M | 0.2% | HOLD |
| 35 | PEPPEPSICO INC | 11,104 | $2M | 0.2% | ADD 6% |
| 36 | IVVISHARES TR | 3,967 | $2M | 0.2% | ADD 47% |
| 37 | SDGISHARES TR | 21,299 | $2M | 0.2% | HOLD |
| 38 | RSPINVESCO EXCHANGE TRADED FD T | 9,845 | $1M | 0.2% | ADD 64% |
| 39 | IJRISHARES TR | 9,727 | $918,000 | 0.1% | HOLD |
| 40 | MRKMERCK & CO INC | 8,836 | $910,000 | 0.1% | ADD 9% |
| 41 | MCDMCDONALDS CORP | 3,392 | $894,000 | 0.1% | HOLD |
| 42 | KOCOCA COLA CO | 15,764 | $882,000 | 0.1% | HOLD |
| 43 | PHYSSprott Physical Gold Trust | 60,329 | $864,000 | 0.1% | HOLD |
| 44 | ENTERPRISE BANCORP INC MASS COM | 31,306 | $857,000 | 0.1% | HOLD |
| 45 | XOMEXXON MOBIL CORP | 7,209 | $848,000 | 0.1% | ADD 19% |
| 46 | IWRISHARES TR | 10,915 | $756,000 | 0.1% | HOLD |
| 47 | JNJJOHNSON & JOHNSON | 4,652 | $725,000 | 0.1% | ADD 19% |
| 48 | CSCOCISCO SYS INC | 12,685 | $682,000 | 0.1% | HOLD |
| 49 | IVWISHARES TR | 9,953 | $681,000 | 0.1% | HOLD |
| 50 | DISDISNEY WALT CO | 7,895 | $640,000 | 0.1% | ADD 3% |
| 51 | WMTWALMART INC | 3,950 | $632,000 | 0.1% | HOLD |
| 52 | SPGIS&P GLOBAL INC | 1,698 | $620,000 | 0.1% | HOLD |
| 53 | LMTLOCKHEED MARTIN CORP | 1,466 | $600,000 | 0.1% | HOLD |
| 54 | CLCOLGATE PALMOLIVE CO | 7,852 | $558,000 | 0.1% | HOLD |
| 55 | UNPUNION PAC CORP | 2,574 | $524,000 | 0.1% | TRIM −3% |
| 56 | ABBVABBVIE INC | 3,332 | $497,000 | 0.1% | ADD 3% |
| 57 | MSMORGAN STANLEY | 4,968 | $406,000 | 0.0% | TRIM −50% |
| 58 | TSLATESLA INC | 1,577 | $395,000 | 0.0% | HOLD |
| 59 | KRBNKRANESHARES TRUST | 10,695 | $386,000 | 0.0% | HOLD |
| 60 | ADPAUTOMATIC DATA PROCESSING IN | 1,523 | $366,000 | 0.0% | HOLD |
| 61 | IWMISHARES TR | 2,059 | $364,000 | 0.0% | HOLD |
| 62 | ZTSZOETIS INC | 2,079 | $362,000 | 0.0% | HOLD |
| 63 | BLKBLACKROCK INC | 547 | $354,000 | 0.0% | HOLD |
| 64 | QUALISHARES TR | 2,652 | $350,000 | 0.0% | HOLD |
| 65 | NKENIKE INC | 3,660 | $350,000 | 0.0% | ADD 12971% |
| 66 | INTCINTEL CORP | 9,812 | $349,000 | 0.0% | HOLD |
| 67 | DHRDANAHER CORP DEL | 1,309 | $325,000 | 0.0% | HOLD |
| 68 | ABTABBOTT LABS | 3,272 | $317,000 | 0.0% | TRIM −4% |
| 69 | PMPHILIP MORRIS INTL INC | 3,387 | $314,000 | 0.0% | HOLD |
| 70 | PFEPFIZER INC | 9,395 | $312,000 | 0.0% | ADD 34% |
| 71 | UNCFFUniCredit SpA | 12,555 | $302,000 | 0.0% | HOLD |
| 72 | IBMINTERNATIONAL BUSINESS MACHS | 2,036 | $286,000 | 0.0% | ADD 49% |
| 73 | VTVVANGUARD INDEX FDS | 2,071 | $286,000 | 0.0% | HOLD |
| 74 | NVONOVO-NORDISK A S | 3,090 | $281,000 | 0.0% | ADD 100% |
| 75 | QCOMQUALCOMM INC | 2,313 | $257,000 | 0.0% | HOLD |
| 76 | VIGVANGUARD SPECIALIZED FUNDS | 1,629 | $253,000 | 0.0% | HOLD |
| 77 | PSLVSPROTT ASSET MANAGEMENT LP | 32,170 | $244,000 | 0.0% | HOLD |
| 78 | VXUSVANGUARD STAR FDS | 4,540 | $243,000 | 0.0% | HOLD |
| 79 | RTXRTX CORPORATION | 3,347 | $241,000 | 0.0% | ADD 4% |
| 80 | CBCHUBB LIMITED | 1,141 | $238,000 | 0.0% | HOLD |
| 81 | CATCATERPILLAR INC | 869 | $237,000 | 0.0% | HOLD |
| 82 | HSYHERSHEY CO | 1,183 | $237,000 | 0.0% | HOLD |
| 83 | SSTISOUNDTHINKING INC | 13,211 | $236,000 | 0.0% | HOLD |
| 84 | CSXCSX CORP | 7,200 | $221,000 | 0.0% | HOLD |
| 85 | ORCLORACLE CORP | 2,032 | $215,000 | 0.0% | HOLD |
| 86 | NMTNUVEEN MASSACHUSETS QLT MUN | 22,547 | $214,000 | 0.0% | TRIM −68% |
| 87 | SLYVSPDR SERIES TRUST | 2,920 | $211,000 | 0.0% | HOLD |
| 88 | SEDGSOLAREDGE TECHNOLOGIES INC | 1,617 | $209,000 | 0.0% | ADD 9% |
| 89 | SHELSHELL PLC | 3,225 | $208,000 | 0.0% | HOLD |
| 90 | NFLXNETFLIX INC | 547 | $207,000 | 0.0% | HOLD |
| 91 | VEAVANGUARD TAX-MANAGED FDS | 4,680 | $205,000 | 0.0% | TRIM −50% |
| 92 | MRSHMARSH & MCLENNAN COS INC | 1,068 | $203,000 | 0.0% | HOLD |
| 93 | EFAXSPDR INDEX SHS FDS | 5,692 | $202,000 | 0.0% | HOLD |
| 94 | VTVANGUARD INTL EQUITY INDEX F | 2,157 | $201,000 | 0.0% | TRIM −60% |
| 95 | BNDVANGUARD BD INDEX FDS | 2,751 | $192,000 | 0.0% | HOLD |
| 96 | DVYISHARES TR | 1,766 | $190,000 | 0.0% | NEW |
| 97 | VVISA INC | 823 | $189,000 | 0.0% | ADD 6% |
| 98 | USMVISHARES TR | 2,574 | $186,000 | 0.0% | HOLD |
| 99 | ITWILLINOIS TOOL WKS INC | 784 | $181,000 | 0.0% | HOLD |
| 100 | MMM3M CO | 1,815 | $170,000 | 0.0% | HOLD |
| 101 | COPCONOCOPHILLIPS | 1,406 | $168,000 | 0.0% | HOLD |
| 102 | MTUMISHARES TR | 1,204 | $168,000 | 0.0% | HOLD |
| 103 | AMGNAMGEN INC | 614 | $165,000 | 0.0% | ADD 9% |
| 104 | EMREMERSON ELEC CO | 1,684 | $163,000 | 0.0% | HOLD |
| 105 | TGTTARGET CORP | 1,443 | $160,000 | 0.0% | TRIM −8% |
| 106 | GEGE AEROSPACE | 1,438 | $159,000 | 0.0% | ADD 34% |
| 107 | AAGILENT TECHNOLOGIES INC | 1,320 | $148,000 | 0.0% | HOLD |
| 108 | APDAIR PRODS & CHEMS INC | 517 | $147,000 | 0.0% | HOLD |
| 109 | MOALTRIA GROUP INC | 3,500 | $147,000 | 0.0% | HOLD |
| 110 | MLPXGLOBAL X FDS | 3,444 | $146,000 | 0.0% | HOLD |
| 111 | GLDSPDR GOLD TR | 829 | $142,000 | 0.0% | HOLD |
| 112 | EDCONSOLIDATED EDISON INC | 1,636 | $140,000 | 0.0% | HOLD |
| 113 | VWOVANGUARD INTL EQUITY INDEX F | 3,571 | $140,000 | 0.0% | HOLD |
| 114 | ADIANALOG DEVICES INC | 793 | $139,000 | 0.0% | HOLD |
| 115 | SOSOUTHERN CO | 2,155 | $139,000 | 0.0% | HOLD |
| 116 | MTBM & T BK CORP | 1,090 | $138,000 | 0.0% | TRIM −71% |
| 117 | GISGENERAL MILLS INC | 2,086 | $133,000 | 0.0% | HOLD |
| 118 | CVXCHEVRON CORP NEW | 776 | $131,000 | 0.0% | ADD 2% |
| 119 | MDTMEDTRONIC PLC | 1,669 | $131,000 | 0.0% | HOLD |
| 120 | MDLZMONDELEZ INTL INC | 1,859 | $129,000 | 0.0% | HOLD |
| 121 | CARRCARRIER GLOBAL CORPORATION | 2,327 | $128,000 | 0.0% | HOLD |
| 122 | FDXFEDEX CORP | 466 | $123,000 | 0.0% | HOLD |
| 123 | KELLANOVA | 2,052 | $122,000 | 0.0% | HOLD |
| 124 | HSICHENRY SCHEIN INC | 1,637 | $122,000 | 0.0% | HOLD |
| 125 | BMYBRISTOL-MYERS SQUIBB CO | 2,045 | $119,000 | 0.0% | ADD 9% |
| 126 | NTRSNORTHERN TR CORP | 1,699 | $118,000 | 0.0% | HOLD |
| 127 | OTISOTIS WORLDWIDE CORP | 1,462 | $117,000 | 0.0% | HOLD |
| 128 | DGROISHARES CORE DIVIDEND GROWTH ETF | 2,333 | $116,000 | 0.0% | NEW |
| 129 | CMICUMMINS INC | 498 | $114,000 | 0.0% | HOLD |
| 130 | MDYSPDR S&P MIDCAP 400 ETF TR | 250 | $114,000 | 0.0% | HOLD |
| 131 | SRESEMPRA | 1,636 | $111,000 | 0.0% | ADD 100% |
| 132 | BAXBAXTER INTL INC | 2,883 | $109,000 | 0.0% | HOLD |
| 133 | TXNTEXAS INSTRS INC | 684 | $109,000 | 0.0% | HOLD |
| 134 | VGKVANGUARD INTL EQUITY INDEX F | 1,865 | $108,000 | 0.0% | HOLD |
| 135 | MARMARRIOTT INTL INC NEW | 543 | $107,000 | 0.0% | HOLD |
| 136 | AVGOBROADCOM INC | 128 | $106,000 | 0.0% | HOLD |
| 137 | NEENEXTERA ENERGY INC | 1,790 | $103,000 | 0.0% | ADD 4% |
| 138 | INTERPUBLIC GROUP COS INC | 3,258 | $93,000 | 0.0% | HOLD |
| 139 | WATWATERS CORP | 340 | $93,000 | 0.0% | HOLD |
| 140 | BXBLACKSTONE INC | 856 | $92,000 | 0.0% | HOLD |
| 141 | XYLXYLEM INC | 1,006 | $92,000 | 0.0% | HOLD |
| 142 | ETNEATON CORP PLC | 417 | $89,000 | 0.0% | ADD 9% |
| 143 | AZNASTRAZENECA PLC | 1,295 | $88,000 | 0.0% | HOLD |
| 144 | OEFISHARES TR | 433 | $87,000 | 0.0% | HOLD |
| 145 | SBUXSTARBUCKS CORP | 950 | $87,000 | 0.0% | HOLD |
| 146 | HDHOME DEPOT INC | 283 | $86,000 | 0.0% | NEW |
| 147 | TDTORONTO DOMINION BK ONT | 1,383 | $83,000 | 0.0% | HOLD |
| 148 | ENBENBRIDGE INC | 2,429 | $81,000 | 0.0% | HOLD |
| 149 | BDXBECTON DICKINSON & CO | 294 | $76,000 | 0.0% | HOLD |
| 150 | ESEVERSOURCE ENERGY | 1,312 | $76,000 | 0.0% | HOLD |
| 151 | BBYBest Buy Company, Inc. | 1,034 | $72,000 | 0.0% | HOLD |
| 152 | BARRICK GOLD CORP | 4,889 | $71,000 | 0.0% | HOLD |
| 153 | DLRDIGITAL RLTY TR INC | 585 | $71,000 | 0.0% | HOLD |
| 154 | AEPAMERICAN ELEC PWR CO INC | 930 | $70,000 | 0.0% | ADD 6% |
| 155 | PSXPHILLIPS 66 | 573 | $69,000 | 0.0% | HOLD |
| 156 | CCICROWN CASTLE INC | 656 | $60,000 | 0.0% | HOLD |
| 157 | XELXCEL ENERGY INC | 1,000 | $57,000 | 0.0% | HOLD |
| 158 | LUMINAR TECHNOLOGIES INC | 11,117 | $51,000 | 0.0% | HOLD |
| 159 | QQQINVESCO QQQ TR | 139 | $50,000 | 0.0% | HOLD |
| 160 | USHYISHARES TR | 1,422 | $49,000 | 0.0% | HOLD |
| 161 | CVSCVS HEALTH CORP | 694 | $48,000 | 0.0% | HOLD |
| 162 | ZBHZIMMER BIOMET HOLDINGS INC | 425 | $48,000 | 0.0% | HOLD |
| 163 | NVDANVIDIA CORPORATION | 108 | $47,000 | 0.0% | HOLD |
| 164 | SPOTSPOTIFY TECHNOLOGY S A | 300 | $46,000 | 0.0% | HOLD |
| 165 | DUKDUKE ENERGY CORP NEW | 512 | $45,000 | 0.0% | HOLD |
| 166 | EFAISHARES TR | 657 | $45,000 | 0.0% | HOLD |
| 167 | SYYSYSCO CORP | 686 | $45,000 | 0.0% | HOLD |
| 168 | GDGENERAL DYNAMICS CORP | 200 | $44,000 | 0.0% | HOLD |
| 169 | BPBP PLC | 1,120 | $43,000 | 0.0% | HOLD |
| 170 | GLWCORNING INC | 1,400 | $43,000 | 0.0% | HOLD |
| 171 | GSKGSK PLC | 1,160 | $42,000 | 0.0% | HOLD |
| 172 | WFCWELLS FARGO CO NEW | 979 | $40,000 | 0.0% | HOLD |
| 173 | PAYXPAYCHEX INC | 335 | $39,000 | 0.0% | HOLD |
| 174 | ITOTISHARES TR | 397 | $37,000 | 0.0% | HOLD |
| 175 | DRIDARDEN RESTAURANTS INC | 250 | $36,000 | 0.0% | HOLD |
| 176 | AEEAMEREN CORP | 450 | $34,000 | 0.0% | HOLD |
| 177 | WDAYWORKDAY INC | 160 | $34,000 | 0.0% | HOLD |
| 178 | GEHCGE HEALTHCARE TECHNOLOGIES I | 479 | $33,000 | 0.0% | ADD 34% |
| 179 | SHWSHERWIN WILLIAMS CO | 130 | $33,000 | 0.0% | HOLD |
| 180 | PGCPEAPACK-GLADSTONE FINL CORP | 1,231 | $32,000 | 0.0% | HOLD |
| 181 | BKNGBOOKING HOLDINGS INC | 10 | $31,000 | 0.0% | HOLD |
| 182 | ROPROPER TECHNOLOGIES INC | 60 | $29,000 | 0.0% | HOLD |
| 183 | CMECME GROUP INC | 142 | $28,000 | 0.0% | HOLD |
| 184 | PEGPUBLIC SVC ENTERPRISE GROUP | 500 | $28,000 | 0.0% | HOLD |
| 185 | BACBANK AMERICA CORP | 1,000 | $27,000 | 0.0% | HOLD |
| 186 | DOVDOVER CORP | 195 | $27,000 | 0.0% | HOLD |
| 187 | MOSMOSAIC CO NEW | 750 | $27,000 | 0.0% | HOLD |
| 188 | LABORATORY CORP AMER HLDGS | 127 | $26,000 | 0.0% | HOLD |
| 189 | SSENTINELONE INC | 1,513 | $26,000 | 0.0% | HOLD |
| 190 | DTEDTE ENERGY CO | 250 | $25,000 | 0.0% | HOLD |
| 191 | DDOMINION ENERGY INC | 550 | $25,000 | 0.0% | TRIM −40% |
| 192 | KMIKINDER MORGAN INC DEL | 1,481 | $25,000 | 0.0% | HOLD |
| 193 | VNQVANGUARD INDEX FDS | 333 | $25,000 | 0.0% | HOLD |
| 194 | SPYVSPDR SERIES TRUST | 569 | $23,000 | 0.0% | HOLD |
| 195 | VFHVANGUARD WORLD FD | 288 | $23,000 | 0.0% | HOLD |
| 196 | VUGVANGUARD INDEX FDS | 85 | $23,000 | 0.0% | HOLD |
| 197 | BTGB2GOLD CORP | 7,584 | $22,000 | 0.0% | HOLD |
| 198 | VZVERIZON COMMUNICATIONS INC | 666 | $22,000 | 0.0% | HOLD |
| 199 | KMBKIMBERLY-CLARK CORP | 175 | $21,000 | 0.0% | HOLD |
| 200 | IUSGISHARES TR | 211 | $20,000 | 0.0% | HOLD |
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