CIK 1506796
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2022-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 | 16.89% | 119 |
| Technology Hardware & Equipment | 9.14% | 10 |
| Pharmaceuticals & Biotechnology | 8.16% | 26 |
| Oil, Gas & Consumable Fuels | 6.42% | 11 |
| Banks | 5.89% | 25 |
| Chemicals | 5.70% | 13 |
| Semiconductors & Semiconductor Equipment | 5.17% | 11 |
| Machinery | 4.01% | 13 |
| Software | 3.86% | 12 |
| Commercial Services & Supplies | 3.69% | 15 |
| Software & IT Services | 3.64% | 9 |
| Beverages | 3.60% | 6 |
| Capital Markets | 3.07% | 7 |
| Health Care Equipment & Supplies | 2.57% | 11 |
| Specialty Retail | 2.52% | 10 |
| Life Sciences Tools & Services | 2.52% | 4 |
| Metals & Mining | 2.39% | 5 |
| Tobacco | 1.97% | 2 |
| Utilities | 1.81% | 13 |
| Food Products | 1.64% | 8 |
| Professional Services | 1.54% | 2 |
| Equity Real Estate Investment Trusts (REITs) | 1.10% | 12 |
| Insurance | 0.83% | 9 |
| Hotels, Restaurants & Leisure | 0.39% | 4 |
| Airlines | 0.17% | 3 |
| Automobiles & Components | 0.16% | 7 |
| Paper & Forest Products | 0.16% | 3 |
| Aerospace & Defense | 0.15% | 8 |
| Road & Rail | 0.11% | 5 |
| Diversified Telecommunication Services | 0.10% | 4 |
| Communications Equipment | 0.09% | 1 |
| Distributors | 0.08% | 3 |
| Electrical Equipment & Components | 0.08% | 5 |
| Diversified Consumer Services | 0.07% | 2 |
| Agricultural Products | 0.06% | 2 |
| Food & Staples Retailing | 0.05% | 1 |
| Entertainment | 0.04% | 1 |
| Real Estate Management & Development | 0.04% | 1 |
| Textiles, Apparel & Luxury Goods | 0.02% | 2 |
| Transportation Infrastructure | 0.02% | 1 |
| Media & Entertainment | 0.02% | 5 |
| Media & Publishing | 0.02% | 1 |
| Industrial Conglomerates | 0.01% | 1 |
| Leisure Products | 0.01% | 2 |
| Construction Materials | 0.01% | 1 |
| Marine | 0.00% | 3 |
| Health Care Providers & Services | 0.00% | 3 |
| Household Durables | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Information Technology | 4.23% |
| 2 | XOM | EXXON MOBIL CORP | Energy | 3.63% |
| 3 | IBM | INTERNATIONAL BUSINESS MACHINES CORP | Information Technology | 3.46% |
| 4 | AMLP | ALPS ETF TR | Unclassified | 3.32% |
| 5 | JNJ | JOHNSON & JOHNSON | Health Care | 3.26% |
| 6 | VBR | VANGUARD INDEX FDS | Unclassified | 3.12% |
| 7 | ADI | ANALOG DEVICES INC | Information Technology | 3.03% |
| 8 | IAU | ISHARES GOLD TR | Unclassified | 2.91% |
| 9 | PEP | PEPSICO INC | Consumer Staples | 2.75% |
| 10 | SCHW | SCHWAB CHARLES CORP | Financials | 2.74% |
305/423 names classified · sector 83.8% of weight · industry 83.1% · mkt cap 79.6%; 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: 83.8% of the book is sector-classified (unclassified names shown, never dropped).
Classified: 77.3% of book weight (244/391 names) · unclassified 22.7%: AMLP, VBR, IAU, FNV, , NSRGY, NVS, BWEL, TD, BRK.B +137 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 | 110,953 | $15M | 4.2% | TRIM −3% |
| 2 | XOMEXXON MOBIL CORP | 150,615 | $13M | 3.6% | HOLD |
| 3 | IBMINTERNATIONAL BUSINESS MACHS | 105,520 | $13M | 3.5% | TRIM −3% |
| 4 | AMLPALPS ETF TR | 328,620 | $12M | 3.3% | HOLD |
| 5 | JNJJOHNSON & JOHNSON | 72,259 | $12M | 3.3% | HOLD |
| 6 | VBRVANGUARD INDEX FDS | 78,715 | $11M | 3.1% | HOLD |
| 7 | ADIANALOG DEVICES INC | 78,825 | $11M | 3.0% | HOLD |
| 8 | IAUISHARES GOLD TR | 334,431 | $11M | 2.9% | HOLD |
| 9 | PEPPEPSICO INC | 61,096 | $10M | 2.8% | HOLD |
| 10 | SCHWSCHWAB CHARLES CORP | 138,021 | $10M | 2.7% | HOLD |
| 11 | CVXCHEVRON CORP NEW | 62,648 | $9M | 2.5% | HOLD |
| 12 | WATWATERS CORP | 32,916 | $9M | 2.4% | HOLD |
| 13 | GBCIGLACIER BANCORP INC NEW | 173,058 | $9M | 2.3% | HOLD |
| 14 | FISVFISERV INC | 89,575 | $8M | 2.3% | HOLD |
| 15 | CHDCHURCH & DWIGHT CO INC | 114,262 | $8M | 2.3% | HOLD |
| 16 | PGPROCTER AND GAMBLE CO | 60,852 | $8M | 2.1% | HOLD |
| 17 | ITWILLINOIS TOOL WKS INC | 42,227 | $8M | 2.1% | TRIM −3% |
| 18 | NVDANVIDIA CORPORATION | 60,936 | $7M | 2.0% | ADD 3% |
| 19 | ADBEADOBE INC | 26,641 | $7M | 2.0% | ADD 8% |
| 20 | AMZNAMAZON COM INC | 59,446 | $7M | 1.9% | HOLD |
| 21 | FNVFRANCO NEV CORP | 55,432 | $7M | 1.8% | HOLD |
| 22 | MSFTMICROSOFT CORP | 27,701 | $6M | 1.8% | HOLD |
| 23 | GOOGLALPHABET INC | 62,441 | $6M | 1.6% | ADD 1899% |
| 24 | DOVDOVER CORP | 48,596 | $6M | 1.6% | TRIM −4% |
| 25 | PAYXPAYCHEX INC | 49,740 | $6M | 1.5% | HOLD |
| 26 | NSRGYNESTLE S A SPONSORED ADR | 50,405 | $5M | 1.5% | HOLD |
| 27 | PYPLPAYPAL HLDGS INC | 52,635 | $5M | 1.3% | ADD 10% |
| 28 | SYBTSTOCK YDS BANCORP INC | 62,565 | $4M | 1.2% | HOLD |
| 29 | NVSNOVARTIS AG | 51,290 | $4M | 1.1% | HOLD |
| 30 | MOALTRIA GROUP INC | 90,593 | $4M | 1.0% | HOLD |
| 31 | BWELBOSWELL J G CO COM | 4,014 | $4M | 1.0% | HOLD |
| 32 | ADPAUTOMATIC DATA PROCESSING IN | 15,437 | $3M | 1.0% | HOLD |
| 33 | PMPHILIP MORRIS INTL INC | 42,056 | $3M | 1.0% | HOLD |
| 34 | WYWEYERHAEUSER CO | 113,958 | $3M | 0.9% | TRIM −2% |
| 35 | GOOGALPHABET INC | 33,536 | $3M | 0.9% | ADD 1992% |
| 36 | MKCMCCORMICK & CO INC | 44,022 | $3M | 0.9% | HOLD |
| 37 | KOCOCA COLA CO | 52,391 | $3M | 0.8% | HOLD |
| 38 | RMDRESMED INC | 13,059 | $3M | 0.8% | TRIM −5% |
| 39 | VRTXVERTEX PHARMACEUTICALS INC | 9,312 | $3M | 0.7% | HOLD |
| 40 | TDTORONTO DOMINION BK ONT | 43,504 | $3M | 0.7% | HOLD |
| 41 | BRK.BBERKSHIRE HATHAWAY INC DEL | 9,810 | $3M | 0.7% | HOLD |
| 42 | EWEDWARDS LIFESCIENCES CORP | 30,520 | $3M | 0.7% | ADD 6% |
| 43 | ROPROPER TECHNOLOGIES INC | 6,959 | $3M | 0.7% | ADD 7% |
| 44 | ELLAUDER ESTEE COS INC | 11,363 | $2M | 0.7% | HOLD |
| 45 | NVONOVO-NORDISK A S | 24,587 | $2M | 0.7% | HOLD |
| 46 | SBCFSEACOAST BKG CORP FLA | 78,799 | $2M | 0.7% | HOLD |
| 47 | ETENERGY TRANSFER L P | 214,990 | $2M | 0.7% | HOLD |
| 48 | SYKSTRYKER CORPORATION | 11,512 | $2M | 0.6% | HOLD |
| 49 | HIFSHINGHAM INSTN SVGS MASS | 8,827 | $2M | 0.6% | HOLD |
| 50 | GILDGILEAD SCIENCES INC | 35,315 | $2M | 0.6% | TRIM −5% |
| 51 | TMOTHERMO FISHER SCIENTIFIC INC | 4,172 | $2M | 0.6% | ADD 7% |
| 52 | FCXFREEPORT MCMORAN INC | 72,896 | $2M | 0.5% | ADD 12% |
| 53 | TRPTC ENERGY CORP | 47,525 | $2M | 0.5% | TRIM −5% |
| 54 | HCIHCI GROUP INC | 44,516 | $2M | 0.5% | HOLD |
| 55 | MRKMERCK & CO INC | 19,376 | $2M | 0.5% | HOLD |
| 56 | XSLVINVESCO EXCH TRADED FD TR II | 39,689 | $2M | 0.4% | TRIM −3% |
| 57 | FASTFASTENAL CO | 33,817 | $2M | 0.4% | ADD 4% |
| 58 | XLESELECT SECTOR SPDR TR | 20,874 | $2M | 0.4% | TRIM −3% |
| 59 | TFXTELEFLEX INCORPORATED | 6,915 | $1M | 0.4% | HOLD |
| 60 | PFEPFIZER INC | 31,230 | $1M | 0.4% | HOLD |
| 61 | HRLHORMEL FOODS CORP | 29,786 | $1M | 0.4% | HOLD |
| 62 | MARMARRIOTT INTL INC NEW | 8,480 | $1M | 0.3% | TRIM −6% |
| 63 | BLKBLACKROCK INC | 1,878 | $1M | 0.3% | HOLD |
| 64 | BRIGHTHOUSE FINL INC | 41,672 | $1M | 0.3% | TRIM −2% |
| 65 | BCPCBALCHEM CORP | 8,337 | $1M | 0.3% | ADD 2% |
| 66 | BIIBBIOGEN INC | 3,658 | $977,000 | 0.3% | TRIM −8% |
| 67 | OLD NATL BANCORP IND DP NC PPF | 36,072 | $895,000 | 0.2% | TRIM −4% |
| 68 | BACBANK AMERICA CORP | 29,049 | $877,000 | 0.2% | HOLD |
| 69 | PINNACLE FINANCIAL PARTNERS, INC. PFD | 34,431 | $872,000 | 0.2% | TRIM −5% |
| 70 | FLOFLOWERS FOODS INC | 35,250 | $870,000 | 0.2% | HOLD |
| 71 | WINTRUST FINL CORP | 35,296 | $863,000 | 0.2% | TRIM −7% |
| 72 | AMGNAMGEN INC | 3,539 | $798,000 | 0.2% | HOLD |
| 73 | DUKDUKE ENERGY CORP NEW | 8,330 | $775,000 | 0.2% | HOLD |
| 74 | BMYBRISTOL-MYERS SQUIBB CO | 10,790 | $767,000 | 0.2% | TRIM −20% |
| 75 | MAGELLAN MIDSTREAM PARTNERS LP | 15,850 | $753,000 | 0.2% | HOLD |
| 76 | NEENEXTERA ENERGY INC | 9,013 | $707,000 | 0.2% | HOLD |
| 77 | BNYBANK NEW YORK MELLON CORP | 17,635 | $679,000 | 0.2% | HOLD |
| 78 | CALAVO GROWERS INC | 19,680 | $625,000 | 0.2% | ADD 24% |
| 79 | FDXFEDEX CORP | 4,071 | $604,000 | 0.2% | ADD 63% |
| 80 | CINFCINCINNATI FINL CORP | 6,143 | $550,000 | 0.2% | ADD 20% |
| 81 | CAMBRIDGE BANCORP | 6,811 | $543,000 | 0.1% | HOLD |
| 82 | TSLATESLA INC | 1,932 | $512,000 | 0.1% | ADD 200% |
| 83 | COPCONOCOPHILLIPS | 4,985 | $510,000 | 0.1% | HOLD |
| 84 | JPMJPMORGAN CHASE & CO | 4,564 | $477,000 | 0.1% | HOLD |
| 85 | FBINFORTUNE BRANDS INNOVATIONS I | 8,875 | $476,000 | 0.1% | TRIM −3% |
| 86 | SDYSPDR SER TR | 4,271 | $476,000 | 0.1% | HOLD |
| 87 | USBUS BANCORP | 10,914 | $440,000 | 0.1% | HOLD |
| 88 | TTCTORO CO | 4,659 | $403,000 | 0.1% | HOLD |
| 89 | XBISPDR SERIES TRUST | 4,847 | $384,000 | 0.1% | TRIM −3% |
| 90 | TFCTRUIST FINL CORP | 8,755 | $381,000 | 0.1% | HOLD |
| 91 | SPYSTATE STR SPDR S&P 500 ETF T | 1,064 | $380,000 | 0.1% | HOLD |
| 92 | MDLZMONDELEZ INTL INC | 6,859 | $376,000 | 0.1% | HOLD |
| 93 | KNSLKINSALE CAP GROUP INC | 1,450 | $370,000 | 0.1% | HOLD |
| 94 | WELLWELLTOWER INC | 5,700 | $367,000 | 0.1% | HOLD |
| 95 | ABBVABBVIE INC | 2,654 | $356,000 | 0.1% | HOLD |
| 96 | EPDENTERPRISE PRODS PARTNERS L | 13,980 | $332,000 | 0.1% | ADD 40% |
| 97 | QCOMQUALCOMM INC | 2,882 | $326,000 | 0.1% | HOLD |
| 98 | CIBRFIRST TR EXCHANGE-TRADED FD | 7,879 | $303,000 | 0.1% | ADD 3% |
| 99 | PSXPHILLIPS 66 | 3,755 | $303,000 | 0.1% | HOLD |
| 100 | SCHBSCHWAB STRATEGIC TR | 7,199 | $302,000 | 0.1% | TRIM −5% |
| 101 | BSVVANGUARD BD INDEX FDS | 3,993 | $299,000 | 0.1% | TRIM −17% |
| 102 | DHRDANAHER CORP DEL | 1,145 | $296,000 | 0.1% | HOLD |
| 103 | IBBISHARES TR | 2,510 | $294,000 | 0.1% | HOLD |
| 104 | DEDEERE & CO | 877 | $293,000 | 0.1% | ADD 3% |
| 105 | METAMETA PLATFORMS INC | 2,151 | $292,000 | 0.1% | HOLD |
| 106 | TJXTJX COS INC NEW | 4,656 | $289,000 | 0.1% | TRIM −10% |
| 107 | CATCATERPILLAR INC | 1,670 | $274,000 | 0.1% | TRIM −2% |
| 108 | VZVERIZON COMMUNICATIONS INC | 7,168 | $272,000 | 0.1% | TRIM −15% |
| 109 | ABTABBOTT LABS | 2,785 | $269,000 | 0.1% | HOLD |
| 110 | VVISA INC | 1,493 | $265,000 | 0.1% | TRIM −4% |
| 111 | IFFINTERNATIONAL FLAVORS&FRAGRA | 2,900 | $263,000 | 0.1% | HOLD |
| 112 | CLCOLGATE PALMOLIVE CO | 3,657 | $257,000 | 0.1% | TRIM −7% |
| 113 | DDDUPONT DE NEMOURS INC | 5,073 | $256,000 | 0.1% | TRIM −2% |
| 114 | DOWDOW HLDGS INC | 5,137 | $226,000 | 0.1% | TRIM −2% |
| 115 | COSTCOSTCO WHSL CORP NEW | 477 | $225,000 | 0.1% | ADD 3% |
| 116 | UNPUNION PAC CORP | 1,081 | $211,000 | 0.1% | HOLD |
| 117 | CTVACORTEVA INC | 3,606 | $206,000 | 0.1% | TRIM −2% |
| 118 | PSAPUBLIC STORAGE OPER CO | 667 | $195,000 | 0.1% | HOLD |
| 119 | CVSCVS HEALTH CORP | 2,024 | $193,000 | 0.1% | TRIM −7% |
| 120 | MCDMCDONALDS CORP | 780 | $180,000 | 0.0% | TRIM −9% |
| 121 | MTDMETTLER TOLEDO INTERNATIONAL | 160 | $173,000 | 0.0% | HOLD |
| 122 | INTCINTEL CORP | 6,432 | $166,000 | 0.0% | TRIM −13% |
| 123 | KDKYNDRYL HLDGS INC | 20,039 | $166,000 | 0.0% | HOLD |
| 124 | CSCOCISCO SYS INC | 4,075 | $163,000 | 0.0% | HOLD |
| 125 | HDHOME DEPOT INC | 575 | $159,000 | 0.0% | ADD 5% |
| 126 | BPBP PLC | 5,495 | $157,000 | 0.0% | HOLD |
| 127 | RTXRTX CORPORATION | 1,833 | $150,000 | 0.0% | ADD 2% |
| 128 | DISDISNEY WALT CO | 1,548 | $146,000 | 0.0% | TRIM −2% |
| 129 | KMIKINDER MORGAN INC DEL | 8,666 | $144,000 | 0.0% | HOLD |
| 130 | GDGENERAL DYNAMICS CORP | 663 | $141,000 | 0.0% | HOLD |
| 131 | ORLYOREILLY AUTOMOTIVE INC | 200 | $141,000 | 0.0% | HOLD |
| 132 | ADMARCHER DANIELS MIDLAND CO | 1,700 | $137,000 | 0.0% | HOLD |
| 133 | IWRISHARES TR | 2,200 | $137,000 | 0.0% | HOLD |
| 134 | MRSHMARSH & MCLENNAN COS INC | 916 | $137,000 | 0.0% | HOLD |
| 135 | SCISERVICE CORP INTL | 2,350 | $136,000 | 0.0% | TRIM −4% |
| 136 | DEODIAGEO PLC | 796 | $135,000 | 0.0% | TRIM −9% |
| 137 | LLYELI LILLY & CO | 417 | $135,000 | 0.0% | ADD 2% |
| 138 | ANSYS INC | 600 | $133,000 | 0.0% | HOLD |
| 139 | APDAIR PRODS & CHEMS INC | 550 | $128,000 | 0.0% | HOLD |
| 140 | SRESEMPRA | 854 | $128,000 | 0.0% | HOLD |
| 141 | VACMARRIOTT VACATIONS WORLDWIDE | 1,043 | $127,000 | 0.0% | HOLD |
| 142 | WFCWELLS FARGO CO NEW | 3,100 | $125,000 | 0.0% | TRIM −6% |
| 143 | BFAMBRIGHT HORIZONS FAM SOL IN D | 2,150 | $124,000 | 0.0% | HOLD |
| 144 | HONHONEYWELL INTL INC | 744 | $124,000 | 0.0% | HOLD |
| 145 | OKTAOKTA INC | 2,186 | $124,000 | 0.0% | TRIM −91% |
| 146 | MINTPIMCO ETF TR | 1,200 | $119,000 | 0.0% | HOLD |
| 147 | EMREMERSON ELEC CO | 1,580 | $116,000 | 0.0% | HOLD |
| 148 | CMCANADIAN IMPERIAL BANK OF CO | 2,638 | $115,000 | 0.0% | HOLD |
| 149 | BALLBALL CORP | 2,200 | $106,000 | 0.0% | HOLD |
| 150 | MSMMSC INDL DIRECT INC | 1,450 | $106,000 | 0.0% | TRIM −28% |
| 151 | ICLNISHARES TR | 5,465 | $104,000 | 0.0% | HOLD |
| 152 | WSOWATSCO INC | 400 | $103,000 | 0.0% | HOLD |
| 153 | TAT&T INC | 6,632 | $102,000 | 0.0% | TRIM −5% |
| 154 | ALLALLSTATE CORP | 800 | $100,000 | 0.0% | HOLD |
| 155 | GLDSPDR GOLD TR | 648 | $100,000 | 0.0% | HOLD |
| 156 | GEGE AEROSPACE | 1,504 | $93,000 | 0.0% | TRIM −5% |
| 157 | SYYSYSCO CORP | 1,260 | $89,000 | 0.0% | HOLD |
| 158 | EBCEASTERN BANKSHARES INC | 4,500 | $88,000 | 0.0% | HOLD |
| 159 | ALBALBEMARLE CORP | 325 | $86,000 | 0.0% | ADD 3% |
| 160 | TANINVESCO EXCH TRADED FD TR II | 1,166 | $86,000 | 0.0% | HOLD |
| 161 | PANWPALO ALTO NETWORKS INC | 525 | $86,000 | 0.0% | ADD 200% |
| 162 | UPSUNITED PARCEL SERVICE INC | 513 | $83,000 | 0.0% | HOLD |
| 163 | CMECME GROUP INC | 460 | $81,000 | 0.0% | HOLD |
| 164 | PSFCOHEN & STEERS SELECT PFD & | 4,533 | $81,000 | 0.0% | TRIM −48% |
| 165 | CMICUMMINS INC | 400 | $81,000 | 0.0% | HOLD |
| 166 | HBANHUNTINGTON BANCSHARES INC | 6,131 | $81,000 | 0.0% | HOLD |
| 167 | NSCNORFOLK SOUTHN CORP | 382 | $80,000 | 0.0% | HOLD |
| 168 | IGSBISHARES TR | 1,600 | $79,000 | 0.0% | HOLD |
| 169 | BDXBECTON DICKINSON & CO | 350 | $78,000 | 0.0% | TRIM −18% |
| 170 | WOLFWOLFSPEED INC | 750 | $78,000 | 0.0% | HOLD |
| 171 | EXPDEXPEDITORS INTL WASH INC | 870 | $77,000 | 0.0% | HOLD |
| 172 | WASHWASHINGTON TR BANCORP INC | 1,659 | $77,000 | 0.0% | HOLD |
| 173 | Ameren Illinois Co 4.7 percent Pfd | 796 | $76,000 | 0.0% | HOLD |
| 174 | BABOEING CO | 630 | $76,000 | 0.0% | HOLD |
| 175 | CUSTOMERS BANCOR 6 PFD | 3,000 | $74,000 | 0.0% | HOLD |
| 176 | SHELSHELL PLC | 1,485 | $74,000 | 0.0% | ADD 2% |
| 177 | INDBINDEPENDENT BK CORP MASS | 950 | $71,000 | 0.0% | HOLD |
| 178 | TWITTER INC | 1,620 | $71,000 | 0.0% | HOLD |
| 179 | FLRNSPDR SERIES TRUST | 2,300 | $70,000 | 0.0% | HOLD |
| 180 | SONSONOCO PRODS CO | 1,200 | $68,000 | 0.0% | HOLD |
| 181 | TPRTAPESTRY INC | 2,400 | $68,000 | 0.0% | HOLD |
| 182 | NKENIKE INC | 780 | $65,000 | 0.0% | TRIM −17% |
| 183 | EQREQUITY RESIDENTIAL | 934 | $63,000 | 0.0% | HOLD |
| 184 | WLYWILEY JOHN & SONS INC | 1,650 | $62,000 | 0.0% | HOLD |
| 185 | OCEANFIRST FINL 7 PFD | 2,400 | $61,000 | 0.0% | HOLD |
| 186 | PSKSPDR SERIES TRUST | 1,700 | $59,000 | 0.0% | TRIM −80% |
| 187 | CANADIAN PAC RY LTD | 850 | $57,000 | 0.0% | HOLD |
| 188 | DXCMDEXCOM | 687 | $55,000 | 0.0% | ADD 7% |
| 189 | OTISOTIS WORLDWIDE CORP | 825 | $53,000 | 0.0% | HOLD |
| 190 | ILMNILLUMINA INC | 273 | $52,000 | 0.0% | HOLD |
| 191 | DLSWISDOMTREE TR | 1,000 | $51,000 | 0.0% | HOLD |
| 192 | ECLECOLAB INC | 345 | $50,000 | 0.0% | HOLD |
| 193 | CMCSACOMCAST CORP NEW | 1,625 | $48,000 | 0.0% | HOLD |
| 194 | BXBLACKSTONE INC | 565 | $47,000 | 0.0% | HOLD |
| 195 | CARRCARRIER GLOBAL CORPORATION | 1,325 | $47,000 | 0.0% | HOLD |
| 196 | CHAMPIONX CORPORATION COM | 2,337 | $46,000 | 0.0% | HOLD |
| 197 | ESEVERSOURCE ENERGY | 590 | $46,000 | 0.0% | HOLD |
| 198 | MMM3M CO | 413 | $46,000 | 0.0% | HOLD |
| 199 | UTLUNITIL CORP | 1,000 | $46,000 | 0.0% | HOLD |
| 200 | WALGREENS BOOTS ALLIANCE INC | 1,415 | $44,000 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.