CIK 1425845
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2023-Q1. 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 |
|---|---|---|
| Commercial Services & Supplies | 12.00% | 17 |
| Unclassified | 10.04% | 149 |
| Pharmaceuticals & Biotechnology | 8.58% | 22 |
| Specialty Retail | 8.03% | 13 |
| Chemicals | 7.06% | 16 |
| Technology Hardware & Equipment | 5.83% | 13 |
| Insurance | 5.74% | 16 |
| Software | 5.42% | 8 |
| Beverages | 4.39% | 4 |
| Semiconductors & Semiconductor Equipment | 4.37% | 13 |
| Machinery | 3.62% | 17 |
| Banks | 3.59% | 13 |
| Software & IT Services | 3.30% | 11 |
| Equity Real Estate Investment Trusts (REITs) | 2.81% | 8 |
| Road & Rail | 2.64% | 7 |
| Life Sciences Tools & Services | 2.02% | 2 |
| Capital Markets | 2.00% | 10 |
| Utilities | 1.98% | 17 |
| Oil, Gas & Consumable Fuels | 1.81% | 12 |
| Aerospace & Defense | 1.80% | 7 |
| Health Care Equipment & Supplies | 1.36% | 8 |
| Hotels, Restaurants & Leisure | 1.03% | 4 |
| Food Products | 0.14% | 9 |
| Distributors | 0.08% | 10 |
| Entertainment | 0.05% | 1 |
| Automobiles & Components | 0.05% | 6 |
| Professional Services | 0.04% | 5 |
| Diversified Telecommunication Services | 0.04% | 4 |
| Metals & Mining | 0.04% | 9 |
| Tobacco | 0.03% | 2 |
| Media & Entertainment | 0.03% | 4 |
| Communications Equipment | 0.02% | 1 |
| Household Durables | 0.02% | 1 |
| Electrical Equipment & Components | 0.01% | 2 |
| Paper & Forest Products | 0.01% | 3 |
| Agricultural Products | 0.01% | 1 |
| Construction Materials | 0.00% | 2 |
| Transportation Infrastructure | 0.00% | 1 |
| Real Estate Management & Development | 0.00% | 1 |
| Health Care Providers & Services | 0.00% | 1 |
| Textiles, Apparel & Luxury Goods | 0.00% | 1 |
| Food & Staples Retailing | 0.00% | 1 |
| Construction & Engineering | 0.00% | 1 |
| Diversified Consumer Services | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Information Technology | 4.38% |
| 2 | MSFT | MICROSOFT CORP | Information Technology | 4.16% |
| 3 | JPM | JPMORGAN CHASE & CO | Financials | 3.44% |
| 4 | ACN | Accenture plc | Industrials | 3.40% |
| 5 | V | VISA INC. | Financials | 3.24% |
| 6 | ABT | ABBOTT LABORATORIES | Health Care | 3.17% |
| 7 | UNH | UNITEDHEALTH GROUP INC | Financials | 3.14% |
| 8 | HD | HOME DEPOT, INC. | Consumer Discretionary | 3.05% |
| 9 | LIN | LINDE PLC | Materials | 3.04% |
| 10 | AMZN | AMAZON COM INC | Consumer Discretionary | 2.67% |
308/454 names classified · sector 90.1% of weight · industry 90.0% · mkt cap 81.2%; 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: 90.1% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 79.6% of book weight (264/430 names) · unclassified 20.4%: , ASML, IAU, AZN, TSM, STZ, ARE, JAAA, LZAGY, ADYEY +156 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 | AAPLAPPLE INC | 302,295 | $59M | 4.4% | HOLD |
| 2 | MSFTMICROSOFT CORP | 163,474 | $56M | 4.2% | HOLD |
| 3 | JPMJPMORGAN CHASE & CO | 316,682 | $46M | 3.4% | HOLD |
| 4 | ACNACCENTURE PLC IRELAND | 147,494 | $46M | 3.4% | ADD 2% |
| 5 | VVISA INC | 182,632 | $43M | 3.2% | HOLD |
| 6 | ABTABBOTT LABS | 389,496 | $42M | 3.2% | ADD 3% |
| 7 | UNHUNITEDHEALTH GROUP INC | 87,318 | $42M | 3.1% | ADD 6% |
| 8 | HDHOME DEPOT INC | 131,261 | $41M | 3.0% | ADD 3% |
| 9 | LINLINDE PLC | 106,883 | $41M | 3.0% | HOLD |
| 10 | AMZNAMAZON COM INC | 274,308 | $36M | 2.7% | HOLD |
| 11 | UNPUNION PAC CORP | 164,531 | $34M | 2.5% | HOLD |
| 12 | MRSHMARSH & MCLENNAN COS INC | 168,680 | $32M | 2.4% | HOLD |
| 13 | ABBVABBVIE INC | 231,517 | $31M | 2.3% | ADD 3% |
| 14 | ASMLASML HOLDING N V | 42,596 | $31M | 2.3% | HOLD |
| 15 | IAUISHARES GOLD TR | 846,589 | $31M | 2.3% | ADD 2% |
| 16 | PEPPEPSICO INC | 162,900 | $30M | 2.3% | ADD 3% |
| 17 | AZNASTRAZENECA PLC | 418,805 | $30M | 2.2% | HOLD |
| 18 | WMWASTE MGMT INC DEL | 170,723 | $30M | 2.2% | HOLD |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 285,374 | $29M | 2.2% | ADD 5% |
| 20 | NXPINXP SEMICONDUCTORS N V | 138,695 | $28M | 2.1% | ADD 3% |
| 21 | STZCONSTELLATION BRANDS INC | 113,592 | $28M | 2.1% | ADD 2% |
| 22 | TOTALENERGIES SE | 473,840 | $27M | 2.0% | HOLD |
| 23 | VRSKVERISK ANALYTICS INC | 120,462 | $27M | 2.0% | HOLD |
| 24 | SHWSHERWIN WILLIAMS CO | 101,356 | $27M | 2.0% | ADD 2% |
| 25 | IQVIQVIA HLDGS INC | 118,727 | $27M | 2.0% | ADD 4% |
| 26 | ALLEALLEGION PLC | 218,622 | $26M | 2.0% | ADD 6% |
| 27 | HLIHOULIHAN LOKEY INC | 266,093 | $26M | 2.0% | ADD 3% |
| 28 | CHDCHURCH & DWIGHT CO INC | 260,823 | $26M | 2.0% | HOLD |
| 29 | AWKAMERICAN WTR WKS CO INC NEW | 171,463 | $24M | 1.8% | ADD 2% |
| 30 | LHXL3HARRIS TECHNOLOGIES INC | 116,008 | $23M | 1.7% | ADD 2% |
| 31 | COPCONOCOPHILLIPS | 211,395 | $22M | 1.6% | ADD 3% |
| 32 | NKENIKE INC | 198,450 | $22M | 1.6% | HOLD |
| 33 | CCICROWN CASTLE INC | 163,915 | $19M | 1.4% | HOLD |
| 34 | AREALEXANDRIA REAL ESTATE EQ IN | 162,118 | $18M | 1.4% | ADD 4% |
| 35 | JAAAJANUS DETROIT STR TR | 344,518 | $17M | 1.3% | ADD 5% |
| 36 | ISRGINTUITIVE SURGICAL INC | 48,794 | $17M | 1.2% | TRIM −3% |
| 37 | NOWSERVICENOW INC | 27,219 | $15M | 1.1% | ADD 5% |
| 38 | GOOGLALPHABET INC | 125,239 | $15M | 1.1% | ADD 4% |
| 39 | BRBROADRIDGE FINL SOLUTIONS IN | 89,928 | $15M | 1.1% | HOLD |
| 40 | LZAGYLonza Group AG ADR | 240,842 | $14M | 1.1% | HOLD |
| 41 | BKRBAKER HUGHES COMPANY | 441,621 | $14M | 1.0% | HOLD |
| 42 | ADYEYADYEN NV | 792,905 | $14M | 1.0% | HOLD |
| 43 | TTTRANE TECHNOLOGIES PLC | 68,911 | $13M | 1.0% | ADD 2% |
| 44 | HHYATT HOTELS CORP | 114,435 | $13M | 1.0% | HOLD |
| 45 | GLDSPDR GOLD TR | 50,423 | $9M | 0.7% | HOLD |
| 46 | PFEPFIZER INC | 83,759 | $3M | 0.2% | HOLD |
| 47 | PGPROCTER AND GAMBLE CO | 18,257 | $3M | 0.2% | TRIM −6% |
| 48 | JNJJOHNSON & JOHNSON | 15,880 | $3M | 0.2% | ADD 10% |
| 49 | AMEAMETEK INC | 13,829 | $2M | 0.2% | HOLD |
| 50 | ROKROCKWELL AUTOMATION INC | 5,904 | $2M | 0.1% | HOLD |
| 51 | LLYELI LILLY & CO | 3,976 | $2M | 0.1% | TRIM −6% |
| 52 | CLCOLGATE PALMOLIVE CO | 22,676 | $2M | 0.1% | HOLD |
| 53 | CATCATERPILLAR INC | 6,442 | $2M | 0.1% | ADD 36% |
| 54 | BRK.BBERKSHIRE HATHAWAY INC DEL | 4,220 | $1M | 0.1% | ADD 15% |
| 55 | ORLYOREILLY AUTOMOTIVE INC | 1,408 | $1M | 0.1% | TRIM −7% |
| 56 | GOOGALPHABET INC | 10,628 | $1M | 0.1% | ADD 70% |
| 57 | XOMEXXON MOBIL CORP | 11,372 | $1M | 0.1% | ADD 26% |
| 58 | VUGVANGUARD INDEX FDS | 4,050 | $1M | 0.1% | TRIM −9% |
| 59 | LOWLOWES COS INC | 4,323 | $976,000 | 0.1% | ADD 4% |
| 60 | AMGNAMGEN INC | 4,129 | $917,000 | 0.1% | ADD 28% |
| 61 | CSXCSX CORP | 25,553 | $871,000 | 0.1% | ADD 139% |
| 62 | ICLNISHARES TR | 46,717 | $860,000 | 0.1% | ADD 5% |
| 63 | FNDBSchwab Fundamental US Broad Market ETF | 14,471 | $821,000 | 0.1% | ADD 2% |
| 64 | SPYSTATE STR SPDR S&P 500 ETF T | 1,790 | $794,000 | 0.1% | ADD 5% |
| 65 | SPYGSPDR SERIES TRUST STATE STREET SPD | 13,000 | $793,000 | 0.1% | HOLD |
| 66 | IBMINTERNATIONAL BUSINESS MACHS | 5,889 | $788,000 | 0.1% | HOLD |
| 67 | HUMHUMANA INC | 1,750 | $782,000 | 0.1% | HOLD |
| 68 | MRKMERCK & CO INC | 6,719 | $775,000 | 0.1% | HOLD |
| 69 | ORCLORACLE CORP | 6,497 | $774,000 | 0.1% | ADD 3% |
| 70 | BACBANK AMERICA CORP | 25,452 | $730,000 | 0.1% | ADD 367% |
| 71 | TJXTJX COS INC NEW | 8,361 | $709,000 | 0.1% | TRIM −5% |
| 72 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,465 | $702,000 | 0.1% | HOLD |
| 73 | AONAON PLC | 2,005 | $692,000 | 0.1% | HOLD |
| 74 | BMYBRISTOL-MYERS SQUIBB CO | 10,749 | $687,000 | 0.1% | ADD 9% |
| 75 | NEENEXTERA ENERGY INC | 8,913 | $661,000 | 0.0% | ADD 20% |
| 76 | KOCOCA COLA CO | 10,946 | $659,000 | 0.0% | ADD 6% |
| 77 | DISDISNEY WALT CO | 7,297 | $651,000 | 0.0% | TRIM −12% |
| 78 | CMICUMMINS INC | 2,565 | $629,000 | 0.0% | TRIM −7% |
| 79 | CBCHUBB LIMITED | 3,224 | $621,000 | 0.0% | HOLD |
| 80 | VTVVANGUARD INDEX FDS | 4,284 | $609,000 | 0.0% | HOLD |
| 81 | NSRGYNESTLE S A SPONSORED ADR | 5,001 | $602,000 | 0.0% | ADD 16% |
| 82 | BDXBECTON DICKINSON & CO | 2,263 | $597,000 | 0.0% | HOLD |
| 83 | SCHBSCHWAB STRATEGIC TR | 11,431 | $591,000 | 0.0% | HOLD |
| 84 | UPSUNITED PARCEL SERVICE INC | 3,207 | $575,000 | 0.0% | ADD 3% |
| 85 | DIASPDR DOW JONES INDL AVERAGE | 1,664 | $572,000 | 0.0% | HOLD |
| 86 | CVXCHEVRON CORP NEW | 3,540 | $557,000 | 0.0% | TRIM −10% |
| 87 | RTXRTX CORPORATION | 5,619 | $550,000 | 0.0% | ADD 3% |
| 88 | MCDMCDONALDS CORP | 1,828 | $545,000 | 0.0% | ADD 5% |
| 89 | CSCOCISCO SYS INC | 9,991 | $517,000 | 0.0% | TRIM −6% |
| 90 | ILCBISHARES TR | 8,384 | $512,000 | 0.0% | HOLD |
| 91 | VTIVANGUARD INDEX FDS | 2,313 | $509,000 | 0.0% | ADD 8% |
| 92 | TXNTEXAS INSTRS INC | 2,814 | $507,000 | 0.0% | HOLD |
| 93 | MAMASTERCARD INCORPORATED | 1,247 | $490,000 | 0.0% | ADD 93% |
| 94 | MDLZMONDELEZ INTL INC | 6,699 | $489,000 | 0.0% | ADD 56% |
| 95 | UNILEVER PLC | 9,185 | $479,000 | 0.0% | TRIM −28% |
| 96 | SYYSYSCO CORP | 6,267 | $465,000 | 0.0% | HOLD |
| 97 | AXPAMERICAN EXPRESS CO | 2,600 | $453,000 | 0.0% | ADD 4% |
| 98 | HONHONEYWELL INTL INC | 2,172 | $451,000 | 0.0% | ADD 58% |
| 99 | COSTCOSTCO WHSL CORP NEW | 834 | $449,000 | 0.0% | ADD 10% |
| 100 | PHPARKER-HANNIFIN CORP | 1,064 | $415,000 | 0.0% | HOLD |
| 101 | ETNEATON CORP PLC | 2,057 | $414,000 | 0.0% | HOLD |
| 102 | MMM3M CO | 4,047 | $405,000 | 0.0% | TRIM −16% |
| 103 | INVESCO EXCH TRD SLF IDX FD | 19,952 | $402,000 | 0.0% | TRIM −12% |
| 104 | LIFE STORAGE INC | 3,000 | $399,000 | 0.0% | NEW |
| 105 | MDTMEDTRONIC PLC | 4,459 | $393,000 | 0.0% | ADD 19% |
| 106 | ILMNILLUMINA INC | 2,015 | $378,000 | 0.0% | HOLD |
| 107 | PMPHILIP MORRIS INTL INC | 3,868 | $378,000 | 0.0% | ADD 262% |
| 108 | EZMWISDOMTREE TR | 7,122 | $377,000 | 0.0% | HOLD |
| 109 | DUKDUKE ENERGY CORP NEW | 4,033 | $362,000 | 0.0% | ADD 147% |
| 110 | TRVTRAVELERS COMPANIES INC | 2,082 | $362,000 | 0.0% | ADD 92% |
| 111 | ITWILLINOIS TOOL WKS INC | 1,405 | $351,000 | 0.0% | HOLD |
| 112 | AEPAMERICAN ELEC PWR CO INC | 4,140 | $349,000 | 0.0% | HOLD |
| 113 | ADBEADOBE INC | 700 | $342,000 | 0.0% | TRIM −35% |
| 114 | PAYXPAYCHEX INC | 3,000 | $336,000 | 0.0% | NEW |
| 115 | GSGOLDMAN SACHS GROUP INC | 1,038 | $335,000 | 0.0% | TRIM −25% |
| 116 | VZVERIZON COMMUNICATIONS INC | 8,874 | $330,000 | 0.0% | ADD 33% |
| 117 | ISHARES TR IBONDS DEC23 ETF | 12,995 | $329,000 | 0.0% | ADD 4% |
| 118 | INVESCO EXCH TRD SLF IDX FD | 15,231 | $322,000 | 0.0% | TRIM −16% |
| 119 | ROPROPER TECHNOLOGIES INC | 650 | $313,000 | 0.0% | HOLD |
| 120 | WMTWALMART INC | 1,950 | $306,000 | 0.0% | ADD 2% |
| 121 | APDAIR PRODS & CHEMS INC | 1,016 | $304,000 | 0.0% | HOLD |
| 122 | IWDISHARES TR | 1,918 | $303,000 | 0.0% | HOLD |
| 123 | VIGVANGUARD SPECIALIZED FUNDS | 1,856 | $301,000 | 0.0% | HOLD |
| 124 | INVESCO EXCH TRD SLF IDX FD | 14,114 | $290,000 | 0.0% | TRIM −5% |
| 125 | GISGENERAL MILLS INC | 3,492 | $268,000 | 0.0% | ADD 2% |
| 126 | HSYHERSHEY CO | 1,050 | $262,000 | 0.0% | NEW |
| 127 | TANINVESCO EXCH TRADED FD TR II | 3,665 | $262,000 | 0.0% | HOLD |
| 128 | ISHARES TR | 10,430 | $257,000 | 0.0% | HOLD |
| 129 | FVDFIRST TR EXCHANGE-TRADED FD | 6,240 | $250,000 | 0.0% | HOLD |
| 130 | IJRISHARES TR | 2,512 | $250,000 | 0.0% | ADD 53% |
| 131 | NICENICE LTD | 1,200 | $248,000 | 0.0% | HOLD |
| 132 | XLKSELECT SECTOR SPDR TR | 1,423 | $247,000 | 0.0% | ADD 42% |
| 133 | IBDUISHARES TR | 10,920 | $245,000 | 0.0% | HOLD |
| 134 | ISHARES TR | 9,205 | $242,000 | 0.0% | ADD 13% |
| 135 | QCOMQUALCOMM INC | 2,000 | $238,000 | 0.0% | HOLD |
| 136 | SJMSMUCKER J M CO | 1,600 | $236,000 | 0.0% | TRIM −20% |
| 137 | NVSNOVARTIS AG | 2,304 | $232,000 | 0.0% | ADD 4% |
| 138 | PCARPACCAR INC | 2,718 | $227,000 | 0.0% | ADD 7% |
| 139 | IXJISHARES TR | 2,660 | $226,000 | 0.0% | HOLD |
| 140 | MCKMCKESSON CORP | 530 | $226,000 | 0.0% | HOLD |
| 141 | NWLNEWELL BRANDS INC | 25,876 | $225,000 | 0.0% | TRIM −10% |
| 142 | AMTAMERICAN TOWER CORP | 1,154 | $224,000 | 0.0% | ADD 9% |
| 143 | ADPAUTOMATIC DATA PROCESSING IN | 1,009 | $222,000 | 0.0% | TRIM −15% |
| 144 | WHRWHIRLPOOL CORP | 1,450 | $216,000 | 0.0% | HOLD |
| 145 | IBDSISHARES TR | 8,843 | $208,000 | 0.0% | TRIM −11% |
| 146 | QQQINVESCO QQQ TR | 550 | $203,000 | 0.0% | TRIM −21% |
| 147 | BSCQINVESCO EXCH TRD SLF IDX FD | 10,618 | $201,000 | 0.0% | TRIM −20% |
| 148 | ITGARTNER INC | 570 | $200,000 | 0.0% | HOLD |
| 149 | HUBBHUBBELL INC | 591 | $196,000 | 0.0% | TRIM −48% |
| 150 | IXNISHARES TR | 3,157 | $196,000 | 0.0% | ADD 66% |
| 151 | NVDANVIDIA CORPORATION | 462 | $195,000 | 0.0% | HOLD |
| 152 | VRTXVERTEX PHARMACEUTICALS INC | 550 | $194,000 | 0.0% | HOLD |
| 153 | MTBM & T BK CORP | 1,500 | $186,000 | 0.0% | NEW |
| 154 | WRBBERKLEY W R CORP | 3,107 | $185,000 | 0.0% | ADD 77% |
| 155 | IBDRISHARES TR | 7,800 | $183,000 | 0.0% | TRIM −16% |
| 156 | METAMETA PLATFORMS INC | 634 | $182,000 | 0.0% | TRIM −21% |
| 157 | RSPINVESCO EXCHANGE TRADED FD T | 1,200 | $180,000 | 0.0% | HOLD |
| 158 | DARDARLING INGREDIENTS INC | 2,750 | $175,000 | 0.0% | HOLD |
| 159 | DDDUPONT DE NEMOURS INC | 2,455 | $175,000 | 0.0% | HOLD |
| 160 | MLIMUELLER INDS INC | 2,000 | $175,000 | 0.0% | NEW |
| 161 | MKCMCCORMICK & CO INC | 2,000 | $174,000 | 0.0% | NEW |
| 162 | ACTIVISION BLIZZARD INC | 2,020 | $170,000 | 0.0% | HOLD |
| 163 | IDXXIDEXX LABS INC | 339 | $170,000 | 0.0% | HOLD |
| 164 | ISHARES TR | 6,805 | $166,000 | 0.0% | TRIM −14% |
| 165 | SCHXSCHWAB U.S. LARGE-CAP ETF | 3,116 | $163,000 | 0.0% | TRIM −38% |
| 166 | BSCRINVESCO EXCH TRD SLF IDX FD | 8,480 | $161,000 | 0.0% | TRIM −13% |
| 167 | ISHARES TR IBONDS DEC2023 | 6,285 | $160,000 | 0.0% | ADD 5% |
| 168 | PHOINVESCO EXCHANGE TRADED FD T | 2,820 | $159,000 | 0.0% | HOLD |
| 169 | BXBLACKSTONE INC | 1,700 | $158,000 | 0.0% | HOLD |
| 170 | GMGENERAL MTRS CO | 4,100 | $158,000 | 0.0% | HOLD |
| 171 | IBDXISHARES TR | 6,383 | $157,000 | 0.0% | ADD 38% |
| 172 | CMCSACOMCAST CORP NEW | 3,726 | $155,000 | 0.0% | ADD 6% |
| 173 | ENBENBRIDGE INC | 4,165 | $155,000 | 0.0% | ADD 594% |
| 174 | KMBKIMBERLY-CLARK CORP | 1,102 | $152,000 | 0.0% | HOLD |
| 175 | NFLXNETFLIX INC | 335 | $148,000 | 0.0% | TRIM −7% |
| 176 | TYLTYLER TECHNOLOGIES INC | 350 | $146,000 | 0.0% | HOLD |
| 177 | CATALENT INC | 3,345 | $145,000 | 0.0% | TRIM −19% |
| 178 | IVVISHARES TR | 325 | $145,000 | 0.0% | TRIM −67% |
| 179 | TMOTHERMO FISHER SCIENTIFIC INC | 277 | $145,000 | 0.0% | HOLD |
| 180 | UTHRUnited Therapeutics Corp. | 639 | $141,000 | 0.0% | HOLD |
| 181 | DOWDOW HLDGS INC | 2,635 | $140,000 | 0.0% | HOLD |
| 182 | FNDFSCHWAB STRATEGIC TR | 4,350 | $140,000 | 0.0% | HOLD |
| 183 | TSLATESLA INC | 535 | $140,000 | 0.0% | HOLD |
| 184 | TFCTRUIST FINL CORP | 4,613 | $140,000 | 0.0% | HOLD |
| 185 | GEGE AEROSPACE | 1,249 | $137,000 | 0.0% | HOLD |
| 186 | ETRENTERGY CORP NEW | 1,400 | $136,000 | 0.0% | HOLD |
| 187 | IWPISHARES TR | 1,400 | $135,000 | 0.0% | HOLD |
| 188 | IWRISHARES TR | 1,845 | $135,000 | 0.0% | HOLD |
| 189 | XLVSELECT SECTOR SPDR TR | 1,019 | $135,000 | 0.0% | HOLD |
| 190 | TAT&T INC | 7,932 | $127,000 | 0.0% | ADD 160% |
| 191 | INTCINTEL CORP | 3,735 | $125,000 | 0.0% | ADD 115% |
| 192 | BABOEING CO | 577 | $122,000 | 0.0% | HOLD |
| 193 | CTVACORTEVA INC | 2,136 | $122,000 | 0.0% | HOLD |
| 194 | SHELSHELL PLC | 2,000 | $121,000 | 0.0% | HOLD |
| 195 | XLESELECT SECTOR SPDR TR | 1,477 | $120,000 | 0.0% | ADD 10% |
| 196 | BMIBADGER METER INC | 800 | $118,000 | 0.0% | NEW |
| 197 | GWWWW GRAINGER INC | 150 | $118,000 | 0.0% | NEW |
| 198 | RSGREPUBLIC SVCS INC | 766 | $117,000 | 0.0% | HOLD |
| 199 | IRMIRON MTN INC DEL | 2,024 | $115,000 | 0.0% | HOLD |
| 200 | WCNWASTE CONNECTIONS INC | 805 | $115,000 | 0.0% | TRIM −20% |
Where this firm's principals came from and which firms its alumni went on to found.
