13F

Investor

BAYBAN

CIK 0002110649 · filed 2026-04-24 · SEC filing

13F book

$115M

Positions

671

126 new · 68 sold

Largest name

9.4%

Unitedhealth Group Inc · UNH

Est. mark

−$1.72M

Price effect on 545 names still held. Flow $3.6M.
NameTickerSharesValueWeightEst. markChange
Unitedhealth Group IncUNH40.1K$10.8M9.4%−$2.39MCut−$2.57M
Ishares Tr8.9K$5.81M5.1%−$282.5KCut−$299.6K
Exxon Mobil Corp31.1K$5.27M4.6%$1.33MAdded$2.02M
Apple Inc.AAPL20K$5.07M4.4%−$314.4KAdded$344.5K
Vanguard Index Fds15.5K$4.96M4.3%−$223.6KCut−$228.7K
Us Bancorp Del80K$4.16M3.6%−$108.1KCut−$108.5K
Walmart Inc.WMT26.5K$3.3M2.9%$46.7KAdded$2.89M
Vanguard Tax-Managed Fds48.5K$3.11M2.7%$78.1KCut$59.9K
Microsoft CorpMSFT5.71K$2.11M1.8%−$637.9KAdded−$605K
Johnson & JohnsonJNJ8.02K$1.96M1.7%$292.3KAdded$346.9K
3M COMMM11.7K$1.7M1.5%−$172.1KAdded−$153.8K
Ishares Tr17.6K$1.59M1.4%$18.6KAdded$32.8K
Invesco Qqq Tr2.47K$1.43M1.2%−$91.8KCut−$97.9K
Ishares Tr3.33K$1.42M1.2%−$156.2KHeld
Target CorpTGT10.6K$1.29M1.1%$249KAdded$252.1K
Caterpillar IncCAT1.74K$1.23M1.1%$226.3KAdded$278K
Ishares Tr20.7K$1.17M1.0%$43KHeld
Xcel Energy Inc14.2K$1.13M1.0%$79.4KCut−$216K
Vanguard Specialized Funds5.25K$1.13M1.0%−$24.8KCut−$82.4K
Ishares Tr3.53K$1.11M1.0%−$32.5KHeld
Nextera Energy Inc11K$1.02M0.9%$77KAdded$529.6K
Vicor CorpVICR6.1K$982.1K0.9%$313.5KCut$203.9K
Vanguard Star Fds12.2K$939.3K0.8%$20.3KCut−$130.5K
Ishares Tr13.3K$900.1K0.8%$20.4KHeld
Jpmorgan Chase & Co.3.03K$891.3K0.8%−$80.2KAdded−$29.6K
Select Sector Spdr Tr6.59K$875.5K0.8%−$72.9KCut−$78.1K
Wells Fargo Co New10.9K$866.6K0.8%−$147.9KCut−$157.3K
Vanguard Intl Equity Index F15.5K$837.5K0.7%$4.49KHeld
AbbVie Inc.ABBV3.7K$804.1K0.7%−$40.7KHeld
Ishares Tr6.16K$788.7K0.7%−$54.3KHeld
Spdr Index Shs Fds10.5K$785.5K0.7%$131.8KHeld
Trust For Professional Manag35.3K$781K0.7%−$13.9KAdded$44.6K
Vanguard World Fd1.1K$771K0.7%−$61.9KHeld
Coca Cola CoKO9.8K$745K0.6%$49.8KAdded$178.5K
Vanguard Whitehall Fds4.86K$720.2K0.6%$22.3KCut−$37.3K
Spdr S&P 500 Etf Tr1.09K$709.5K0.6%−$34.5KHeld
Select Sector Spdr Tr4.74K$695.2K0.6%−$38.8KCut−$53.7K
Ishares Tr6K$667.9K0.6%−$15.3KHeld
Piper Sandler CompaniesPIPR8.32K$637.2K0.6%New
Berkshire Hathaway Inc Del1.3K$624.9K0.5%−$26.1KAdded$65.9K
Pepsico IncPEP3.94K$611.5K0.5%$46.4KCut−$197.6K
Ishares Tr4.83K$600.7K0.5%$20KHeld
Automatic Data Processing In2.87K$582.7K0.5%−$25.3KAdded$462.3K
Alphabet Inc2.02K$578.9K0.5%−$35.2KAdded$168.4K
Costco Whsl Corp New571$569K0.5%$53.9KAdded$222.3K
Cisco Sys Inc6.93K$538.1K0.5%$3.82KAdded$13.4K
Ball CorpBALL9.04K$534.4K0.5%New
Enterprise Prods Partners L13.1K$495.7K0.4%$75.7KHeld
Otter Tail CorpOTTR5.2K$456.5K0.4%$32.5KAdded$79.2K
Abbott LabsABT4.34K$445.5K0.4%−$98.1KHeld
Archer-Daniels-Midland CoADM6.13K$445.4K0.4%$93.1KHeld
Ishares Tr4.8K$444.9K0.4%−$6.64KAdded$4.49K
Gallagher Arthur J & Co2K$433.2K0.4%−$84.4KHeld
Amazon Com IncAMZN1.95K$405.5K0.4%−$40KAdded−$3.51K
Philip Morris Intl Inc2.4K$397.1K0.3%$8.19KAdded$131.4K
Vanguard Charlotte Fds8.13K$390.6K0.3%−$2.19KHeld
Select Sector Spdr Tr3.52K$384K0.3%−$36.8KHeld
Ishares Tr1.78K$381.2K0.3%$5.94KHeld
Mcdonalds CorpMCD1.22K$380.4K0.3%$6.32KHeld
Chevron Corp NewCVX1.81K$375.5K0.3%$90.9KAdded$121.2K
Procter And Gamble CoPG2.59K$373.8K0.3%$2.85KAdded$12.1K
Home Depot, Inc.HD1.07K$350.6K0.3%−$16.2KHeld
Travelers Companies, Inc.TRV1.16K$339.2K0.3%$1.61KAdded$50.3K
Lockheed Martin CorpLMT560$338.5K0.3%$67.6KHeld
Ecolab Inc.ECL1.22K$324K0.3%$4.26KCut−$103.4K
Vanguard Index Fds3.64K$323K0.3%$763Added$1.38K
Ishares Inc4.59K$320.4K0.3%$11.6KCut−$9.15K
Norfolk Southn Corp1.1K$316.6K0.3%−$201Added$282.8K
Oracle Corp2.14K$314.8K0.3%−$102.3KHeld
International Business Machs1.25K$303.2K0.3%−$51.9KAdded$17.7K
Northrop Grumman Corp436$297.5K0.3%New
Select Sector Spdr Tr5.89K$290.6K0.3%−$31.8KHeld
Ishares Tr1.97K$286.5K0.2%$9.22KHeld
Ishares Tr2.9K$282K0.2%$2.78KHeld
Mastercard IncMA545$272.3K0.2%−$38.8KCut−$58.8K
General Mls IncGIS7.08K$263.4K0.2%−$65.7KCut−$66.6K
Mckesson CorpMCK299$258.7K0.2%$13.5KHeld
Eaton Corp PlcETN702$251.1K0.2%$27.5KHeld
Vanguard Index Fds1.15K$249.8K0.2%$6.28KHeld
Ishares Tr2.21K$249.5K0.2%−$22.4KCut−$32.5K
British Amern Tob Plc4.24K$247.7K0.2%$7.84KHeld
Vanguard Index Fds409$244.4K0.2%−$12.1KCut−$268.6K
Select Sector Spdr Tr3.96K$242.3K0.2%$65.5KHeld
Ishares Tr1.25K$237K0.2%$10.5KHeld
Merck & Co., Inc.MRK1.94K$233.2K0.2%$29.1KCut$25.1K
Williams Cos Inc3.12K$226.7K0.2%$39.5KHeld
Select Sector Spdr Tr1.39K$224.3K0.2%$9.17KHeld
Ge Aerospace790$224.1K0.2%−$3.44KAdded$180.1K
Amgen IncAMGN630$221.7K0.2%$15.5KHeld
Spdr Series Trust3.92K$221.6K0.2%−$901Cut−$31.9K
J P Morgan Exchange Traded F3.72K$221.3K0.2%$11.7KHeld
Visa Inc.V731$220.9K0.2%−$35.4KCut−$917.8K
Starbucks CorpSBUX2.38K$212.8K0.2%$12.5KAdded$17K
Texas Instrs Inc1.07K$207.1K0.2%$22KHeld
At&T Inc7.08K$205.2K0.2%$16.8KAdded$104.5K
Truist Finl Corp4.44K$204.2K0.2%−$14KAdded−$7.9K
Ishares Tr2.1K$200.4K0.2%−$1.51KHeld
Nuveen Mun Value Fd Inc22.1K$198.7K0.2%−$1.55KHeld
Palo Alto Networks IncPANW1.23K$196.6K0.2%−$29.3KHeld
Ishares Tr2.64K$196.2K0.2%$7.76KHeld
Nvidia CorpNVDA1.12K$196K0.2%−$9.72KAdded$46.3K
Verizon Communications IncVZ3.81K$191.2K0.2%$35KAdded$40.8K
Citigroup Inc1.65K$187.2K0.2%−$4.63KAdded$22.6K
Tjx Cos Inc New1.17K$187K0.2%$7.13KHeld
BlackRock, Inc.BLK191$183.7K0.2%−$20.7KHeld
Goldman Sachs Group Inc216$182.7K0.2%−$4.62KAdded$59.7K
Chubb Limited544$177.3K0.2%$7.02KAdded$18.7K
Becton Dickinson & CoBDX1.12K$175.6K0.2%−$6.82KAdded$139.7K
Broadcom Inc.AVGO565$174.9K0.2%−$16.5KAdded$18.8K
Union Pac Corp703$170.6K0.1%$7.94KCut−$24.9K
Applied Matls Inc493$168.5K0.1%$41.8KCut$11K
Wisdomtree Tr3.22K$168.4K0.1%−$2.45KHeld
Spdr S&P Midcap 400 Etf Tr273$168.4K0.1%$3.68KCut−$36.7K
First Tr Exchange-Traded Fd1.8K$167K0.1%$447Held
Vanguard World Fd943$163.2K0.1%$44.4KHeld
Fuller H B CoFUL2.63K$162K0.1%$5.83KHeld
RTX CorpRTX839$161.8K0.1%$7.34KAdded$20.1K
Invesco Exchange Traded Fd T1.5K$161.4K0.1%−$9.36KHeld
Vanguard World Fd586$159.6K0.1%−$9.1KCut−$67K
Canadian Pacific Kansas City2.02K$158.7K0.1%$10.1KHeld
Vaneck Etf Trust410$157.2K0.1%$9.54KHeld
Nuveen Dynamic Mun Opportuni15K$154.3K0.1%$3.15KHeld
Franklin Templeton Etf Tr4.44K$154.3K0.1%$4.48KHeld
Kinder Morgan Inc Del4.59K$153.9K0.1%$27.7KHeld
Select Sector Spdr Tr1.35K$150.2K0.1%−$9.3KHeld
Franklin Templeton Etf Tr4.14K$149.7K0.1%$7.16KHeld
Mondelez Intl Inc2.59K$149.3K0.1%$9.87KCut$3.68K
Ishares Tr1.9K$149K0.1%$1.67KHeld
GE Vernova Inc.GEV169$147.5K0.1%$1.75KAdded$142.3K
Eli Lilly & CoLLY158$145.3K0.1%−$24.5KHeld
Ishares Tr1.43K$141.6K0.1%−$870Held
First Tr Exchange Traded Fd2K$136.6K0.1%−$2.38KHeld
Darden Restaurants IncDRI693$135.9K0.1%$8.33KHeld
Enbridge Inc2.43K$131.4K0.1%$15.3KHeld
Pfizer IncPFE4.62K$129.8K0.1%$14.6KAdded$15.6K
Royal Bk Cda800$129.4K0.1%−$6.97KHeld
Abrdn Etfs5.3K$128.7K0.1%$25.2KHeld
Royal Gold IncRGLD505$128.5K0.1%$16.1KAdded$17.4K
Schwab Strategic Tr4.4K$127.8K0.1%$2.64KHeld
Ishares Inc2K$125K0.1%−$2.91KCut−$3.17K
Invesco Exchange Traded Fd T651$124.9K0.1%$234Held
Ishares Tr1.75K$122.6K0.1%$5.44KHeld
Gilead Sciences, Inc.GILD879$122.5K0.1%$14.6KHeld
Waste Mgmt Inc Del533$122.5K0.1%$5.37KHeld
Invesco Exchange Traded Fd T4K$120.8K0.1%−$6.63KHeld
Constellation Energy CorpCEG424$118.4K0.1%−$31.4KHeld
Duke Energy Corp New886$116K0.1%$12.2KCut−$401.5K
Alphabet Inc384$110.4K0.1%−$8.17KAdded$9.95K
Solventum CorpSOLV1.69K$110.2K0.1%−$23.5KHeld
Microchip Technology Inc.1.7K$109.8K0.1%$1.51KHeld
Ishares Tr570$109.3K0.1%−$476Added$95.4K
Honeywell Intl Inc480$108.5K0.1%$14.9KCut−$2.51K
Schwab Strategic Tr2.3K$107.5K0.1%$2.78KHeld
National Grid Plc1.27K$107.4K0.1%$9.21KCut−$29.5K
J P Morgan Exchange Traded F1.93K$106.9K0.1%−$5.01KHeld
Blackstone Inc.BX922$106K0.1%−$36.1KHeld
Illinois Tool Wks Inc405$105.4K0.1%$5.66KHeld
General Dynamics CorpGD304$104.3K0.1%$1.92KAdded$6.03K
Totalenergies SeTTE1.11K$103.3K0.1%$30.9KHeld
Linde PlcLIN208$103.1K0.1%$14.4KHeld
Schwab Strategic Tr3.34K$102.5K0.1%$10.9KCut−$45.2K
Ishares Silver Tr1.5K$102.2K0.1%$5.58KHeld
Ishares Tr675$102.2K0.1%$6.93KHeld
ConocophillipsCOP774$102.2K0.1%$17.4KAdded$59.9K
Pnc Finl Svcs Group Inc484$100.7K0.1%−$309Held
Ww Grainger Inc91$99.3K0.1%$7.44KHeld
Broadridge Finl Solutions In600$97.5K0.1%New
Phillips 66PSX526$95.8K0.1%$23.8KAdded$38.1K
Shopify Inc.SHOP800$94.9K0.1%−$33.9KHeld
Boston Scientific CorpBSX1.5K$94.2K0.1%−$48.9KHeld
J P Morgan Exchange Traded F1.64K$93K0.1%−$919Held
Medtronic PlcMDT1.06K$92.2K0.1%−$9.41KAdded−$3.86K
Heico Corp New330$90.5K0.1%−$13.6KAdded$1.18K
Analog Devices IncADI284$90.4K0.1%$11.5KAdded$24.2K
Realty Income CorpO1.42K$87K0.1%$6.84KHeld
Southern Co896$86.5K0.1%$8.35KHeld
Ppl Corp2.24K$85.5K0.1%$7.12KHeld
Main Str Cap Corp1.61K$85.4K0.1%−$12KHeld
Disney Walt Co883$85.1K0.1%−$15.4KHeld
Vaneck Etf Trust860$83.2K0.1%−$5.9KCut−$34.6K
Wheaton Precious Metals Corp.WPM627$82.1K0.1%$8.46KHeld
Corning Inc598$81.3K0.1%$28.9KHeld
American Elec Pwr Co Inc619$81.1K0.1%$9.76KHeld
Ishares Tr1.15K$80.4K0.1%$871Held
Vanguard World Fd357$80.2K0.1%$4.77KHeld
Thermo Fisher Scientific Inc.TMO161$79.1K0.1%−$14.2KHeld
Comcast Corp New2.74K$78.6K0.1%−$3.13KAdded−$601
Accenture Plc Ireland396$78.5K0.1%−$27.7KCut−$29.6K
Lowes Cos Inc332$78.4K0.1%−$1.5KAdded$4.41K
Vanguard World Fd250$78.1K0.1%$3.46KHeld
Adobe Inc.ADBE311$75.6K0.1%New
Goldman Sachs Etf Tr754$75.5K0.1%New
Deere & CoDE133$74.9K0.1%$13KHeld
Shell Plc800$74.4K0.1%$15.6KHeld
Tri Contl Corp2.31K$73K0.1%−$2.47KHeld
Ishares Tr432$72.9K0.1%$34Held
Global X Fds1.5K$72.6K0.1%$8.55KHeld
Schwab Strategic Tr2.2K$72.5K0.1%$440Held
Kroger CoKR1K$72.4K0.1%$9.88KHeld
Marriott Intl Inc New220$72K0.1%$3.7KHeld
S&P Global Inc.SPGI168$71.5K0.1%−$14.7KAdded−$7.45K
Franklin Templeton Etf Tr1.44K$70.4K0.1%$921Held
Huntington Bancshares Inc4.5K$70.4K0.1%−$7.64KHeld
Gsk Plc1.27K$70.3K0.1%$7.83KHeld
Ishares Tr804$69.7K0.1%−$378Held
Virtus Total Return Fd Inc10.3K$68.4K0.1%$3.31KHeld
Vanguard Index Fds260$68.1K0.1%$1.03KHeld
Nuveen S&P 500 Dynamic Overw4.2K$67.5K0.1%New
Alliant Energy CorpLNT939$67.4K0.1%$6.34KHeld
Bank Montreal Que489$66.2K0.1%$2.71KCut−$315.8K
Altria Group, Inc.MO999$65.9K0.1%New
Firstenergy CorpFE1.25K$63.4K0.1%$7.37KHeld
Nuveen Select Tax-Free Incom4.37K$62.7K0.1%$1.09KHeld
Prologis Inc.474$62.7K0.1%$2.14KHeld
Xylem Inc.XYL523$62.5K0.1%−$8.72KHeld
Tc Energy Corp982$61.5K0.1%$7.45KHeld
Capital Group Core Equity Et1.58K$60.9K0.1%New
Ishares Tr2K$60.6K0.1%−$1.28KHeld
Hartford Insurance Group Inc447$60.4K0.1%−$1.15KHeld
Emerson Elec Co460$60.3K0.1%−$782Held
Wec Energy Group, Inc.WEC520$60.2K0.1%$5.36KCut−$367.5K
Cummins IncCMI108$58.1K0.1%$2.98KHeld
Cvs Health CorpCVS801$57.5K0.1%−$6.04KCut−$6.83K
Vanguard Whitehall Fds608$57.3K0.1%$2.58KCut−$73.6K
Metlife Inc807$57.1K0.1%−$6.63KHeld
Spdr Series Trust600$54.9K0.0%$1.39KCut−$1.46K
Schwab Charles Corp577$54.2K0.0%−$3.42KHeld
Invesco Exchange Traded Fd T3.9K$53.7K0.0%−$1.48KHeld
Adams Diversified Equity Fd2.43K$53.3K0.0%−$3.48KHeld
Sempra533$51.8K0.0%$4.73KHeld
Invesco Exch Traded Fd Tr Ii648$51.3K0.0%−$3.35KHeld
Invesco Exch Traded Fd Tr Ii4.6K$50K0.0%−$1.66KHeld
Rollins IncROL929$49.6K0.0%−$5.42KAdded$402
Aflac IncAFL446$48.9K0.0%−$249Held
Ishares Tr383$45.4K0.0%−$4.08KCut−$10K
Crown Castle Inc.CCI545$44.3K0.0%−$3.78KAdded−$121
Vanguard Bd Index Fds565$44.3K0.0%−$226Cut−$24.1K
Medpace Hldgs Inc92$44.2K0.0%−$6.35KAdded$368
Waters Corp148$44.1K0.0%New
Dollar Tree, Inc.DLTR400$43.8K0.0%−$5.4KHeld
Grand Canyon Ed Inc256$43.5K0.0%$819Added$6.94K
J P Morgan Exchange Traded F459$43.2K0.0%$487Held
Rockwell Automation, IncROK120$43.1K0.0%−$3.62KHeld
Spdr Gold Tr100$43K0.0%$3.4KCut−$29.1K
Ensign Group, IncENSG210$42.3K0.0%$4.86KAdded$11.3K
Exelon CorpEXC863$42.3K0.0%$4.69KHeld
Weyerhaeuser Co Mtn BeWY1.73K$42.2K0.0%$1.28KHeld
Corteva, Inc.CTVA500$41.9K0.0%$3.9KAdded$26.2K
Danaher Corporation220$41.7K0.0%−$7.55KAdded−$2.24K
Profesionally Managed Portfo788$41.6K0.0%−$9.97KHeld
L3harris Technologies Inc120$41.4K0.0%$6.19KHeld
Hormel Foods Corp1.82K$41.3K0.0%−$1.92KHeld
Iron Mtn Inc Del400$40.9K0.0%$7.68KHeld
Prudential Finl Inc418$40.8K0.0%−$6.35KHeld
American Wtr Wks Co Inc New300$40.8K0.0%$1.68KCut−$13.1K
Te Connectivity PlcTEL195$40.8K0.0%−$3.6KHeld
Invesco Exchange Traded Fd T245$40.6K0.0%$2.22KHeld
Mccormick & Co Inc800$40.4K0.0%−$14.1KHeld
Meta Platforms, Inc.META70$40K0.0%−$3.08KAdded$16.9K
Global X Fds787$40K0.0%$2.38KHeld
Paychex IncPAYX432$39.8K0.0%−$8.67KCut−$27.8K
Rb Global Inc.RBA414$39.7K0.0%−$2.29KAdded$6.15K
American Tower Corp New222$38.3K0.0%−$664Held
Cenovus Energy Inc.CVE1.44K$38.3K0.0%$13.9KHeld
UBS Group AGUBS1K$38.3K0.0%−$8.03KHeld
Blackrock Etf Trust1.15K$37.9K0.0%−$402Held
Bank America Corp769$37.5K0.0%−$4.81KCut−$269.6K
Ishares Tr732$37.3K0.0%$65Held
Capital Group Dividend Value856$36.4K0.0%New
Dimensional Etf Trust1.13K$36.3K0.0%New
Rayonier IncRYN1.75K$36.2K0.0%New
Avista CorpAVA900$36.1K0.0%$1.44KHeld
Everus Constr Group305$36K0.0%$9.03KAdded$12.2K
Vanguard Scottsdale Fds429$35.5K0.0%−$429Held
Novartis Ag229$35K0.0%$2.6KAdded$10.9K
Bristol-Myers Squibb Co575$34.9K0.0%$3.86KHeld
Ishares Inc588$34.6K0.0%−$676Held
Itt Inc.ITT179$34.1K0.0%$3.05KHeld
Cme Group Inc.CME115$34K0.0%$2.56KHeld
Micron Technology IncMU100$33.8K0.0%$5.24KHeld
Netflix IncNFLX350$33.7K0.0%$168Added$27.1K
Public Svc Enterprise Grp In414$33.5K0.0%$269Held
C. H. Robinson Worldwide, Inc.CHRW200$33.2K0.0%$1.06KHeld
Dow Inc.DOW783$32.6K0.0%$6.61KAdded$24.1K
Newmont Corp300$32.5K0.0%$2.52KHeld
Best Buy Co IncBBY500$32.1K0.0%−$1.37KHeld
Lam Research CorpLRCX150$32K0.0%$6.37KHeld
Schwab Strategic Tr1.27K$31.9K0.0%−$1.44KHeld
Watsco Inc87$31.6K0.0%$2.33KHeld
Marsh & Mclennan Cos Inc181$31.4K0.0%−$2.19KHeld
Morgan Stanley188$30.9K0.0%−$1.41KAdded$11.6K
Vodafone Group Plc New2.04K$30.6K0.0%$55Added$30.2K
Bhp Group Ltd416$30.3K0.0%$5.15KHeld
Sumitomo Mitsui Finl Group I1.53K$30.3K0.0%$643Held
Vaneck Etf Trust320$29.4K0.0%$1.92KHeld
Safety Ins Group Inc400$29.1K0.0%−$2.11KHeld
Ishares Tr506$28.9K0.0%$2.32KHeld
Ishares Tr285$28.5K0.0%New
Bp Plc600$28.2K0.0%$7.36KHeld
Toronto Dominion Bk Ont300$28K0.0%−$267Held
Fidelity Covington Trust464$27.4K0.0%$1.79KHeld
Public Storage Oper Co100$27.1K0.0%$1.14KHeld
Huntington Ingalls Inds Inc71$27K0.0%New
Select Sector Spdr Tr659$26.9K0.0%$316Held
Boeing Co135$26.9K0.0%−$2.44KHeld
Roku, IncROKU280$26.5K0.0%−$278Added$24.3K
Centene Corp Del800$26.2K0.0%−$6.73KHeld
Valero Energy Corp106$26.2K0.0%$8.93KHeld
Fedex CorpFDX73$26K0.0%New
Arrow Electrs Inc179$25.7K0.0%New
Wisdomtree Tr486$25.5K0.0%$456Held
Evergy, Inc.EVRG310$25.4K0.0%$2.92KHeld
Vanguard Scottsdale Fds320$25.4K0.0%New
Toro CoTTC268$25K0.0%$3.94KHeld
Tractor Supply Co550$24.9K0.0%−$2.59KHeld
Ishares Tr267$24.4K0.0%$1.37KHeld
Taiwan Semiconductor Mfg Ltd72$24.3K0.0%$2.45KHeld
Air Prods & Chems Inc83$24.1K0.0%$3.61KCut−$7.75K
Coca-Cola Europacific Partne266$24.1K0.0%−$416Held
Mdu Res Group Inc1.16K$24.1K0.0%$1.33KAdded$2.37K
Marathon Pete Corp97$23.7K0.0%$7.91KHeld
Hancock John Tax-Advantaged948$23.5K0.0%$1.05KHeld
Sap Se136$23.3K0.0%−$8.32KAdded−$4.89K
Spdr Series Trust158$23.1K0.0%$1.07KHeld
Vanguard World Fd102$23K0.0%$1.81KHeld
Amkor Technology, Inc.AMKR500$22.5K0.0%$2.78KHeld
Capital Group Gbl Growth Eqt670$22.4K0.0%−$858Held
Fastenal CoFAST479$22.2K0.0%$3KCut−$404.1K
Colgate Palmolive CoCL260$22.2K0.0%$1.61KHeld
Intel CorpINTC500$22.1K0.0%$3.62KHeld
Vanguard Bd Index Fds299$22K0.0%−$129Held
Qualcomm Inc167$21.5K0.0%−$5.96KAdded−$2.61K
Vanguard Intl Equity Index F155$21.4K0.0%−$424Held
Allstate Corp103$21.4K0.0%−$83Held
Ishares Tr100$21.1K0.0%−$92Held
Berkley W R Corp315$20.9K0.0%−$1.21KHeld
Hershey CoHSY100$20.8K0.0%$2.59KHeld
Capital Group Core Balanced604$20.8K0.0%−$555Held
Knife River CorpKNF253$20.7K0.0%$2.86KHeld
Ishares Tr86$20.6K0.0%−$21Added$20.1K
United Parcel Service IncUPS209$20.6K0.0%−$170Cut−$36K
Magna Intl Inc367$20.5K0.0%New
Hanover Ins Group Inc118$20.5K0.0%−$1.11KHeld
Fidelity Covington Trust556$20.2K0.0%−$1.06KHeld
Keycorp1K$20.1K0.0%−$590Held
Ameriprise Finl Inc45$20K0.0%−$2.07KHeld
Unilever Plc344$19.6K0.0%−$2.31KAdded$1.68K
Ishares Tr207$19.4K0.0%−$486Held
Zurn Elkay Water Solns Corp431$19.3K0.0%−$711Held
Spdr Series Trust191$19.3K0.0%$523Held
Warner Bros. Discovery, Inc.WBD702$19.3K0.0%−$75Added$17.7K
Spdr Series Trust150$19.2K0.0%$870Held
Etf Ser Solutions329$19K0.0%New
Vanguard Scottsdale Fds173$19K0.0%−$2.09KHeld
Simon Ppty Group Inc New100$18.7K0.0%$142Held
Lennox Intl Inc40$18.6K0.0%−$858Held
Orix Corp590$17.7K0.0%$454Held
Thor Inds Inc221$17.7K0.0%New
Kimberly Clark CorpKMB182$17.6K0.0%−$804Cut−$25.3K
Bank New York Mellon Corp148$17.6K0.0%$376Held
Spdr Series Trust179$17.5K0.0%−$1.57KCut−$39.7K
General Mtrs Co234$17.4K0.0%−$273Added$14.2K
Ishares Tr220$17.3K0.0%−$236Held
Lennar Corp195$16.9K0.0%New
Fidelity Covington Trust232$16.8K0.0%−$694Held
Flex Ltd.FLEX254$16.6K0.0%$1.28KHeld
Comfort Sys Usa Inc12$16.5K0.0%$5.35KHeld
Bce Inc655$16.5K0.0%$674Added$5.22K
Vanguard Index Fds84$16.5K0.0%$438Held
Dutch Bros Inc.BROS325$16.5K0.0%−$3.43KHeld
Liberty Global Ltd1.4K$16.4K0.0%New
Centerpoint Energy IncCNP371$16K0.0%$1.79KHeld
Northwest Nat Hldg Co300$16K0.0%$1.94KHeld
Fortive CorpFTV277$15.3K0.0%$16Added$2.5K
Amer States Wtr Co200$15.1K0.0%$628Held
Vanguard Scottsdale Fds160$15K0.0%$230Held
Eversource EnergyES210$14.5K0.0%$410Held
Allegion plcALLE99$14.4K0.0%−$1.38KHeld
Guidewire Software, Inc.GWRE96$14.4K0.0%−$3.91KAdded−$919
Ishares Inc221$14.3K0.0%$152Held
Amphenol Corp New113$14.3K0.0%−$993Held
Sysco CorpSYY200$14.3K0.0%−$472Held
Invesco Exchange Traded Fd T210$14K0.0%−$745Held
Eog Res Inc96$13.9K0.0%$3.8KHeld
Bank Nova Scotia Halifax200$13.9K0.0%−$876Held
Dollar Gen Corp New114$13.5K0.0%New
Reddit, Inc.RDDT100$13.5K0.0%−$9.52KHeld
Rpm Intl Inc135$13.4K0.0%−$621Held
Ishares Inc267$13K0.0%−$136Held
Trane Technologies PlcTT31$12.9K0.0%$854Held
Lumentum Hldgs Inc18$12.7K0.0%$6.02KHeld
Factset Resh Sys Inc58$12.6K0.0%−$4.25KHeld
Schwab Strategic Tr502$12.5K0.0%−$85Held
Csx CorpCSX300$12.3K0.0%$1.44KHeld
Northern Tr Corp88$12.3K0.0%$262Held
Columbia Etf Tr I313$12.2K0.0%−$582Held
Brookfield Infrastructure CorpBIPC300$11.9K0.0%−$1.76KHeld
Arista Networks, Inc.ANET96$11.8K0.0%−$792Held
Smucker J M Co122$11.8K0.0%−$167Held
Entegris IncENTG100$11.7K0.0%$3.3KHeld
Stanley Black & Decker, Inc.SWK159$11.3K0.0%−$512Held
Cameco CorpCCJ102$11.1K0.0%$1.75KHeld
Cintas CorpCTAS65$11K0.0%−$606Added$4.98K
Quanta Svcs Inc20$11K0.0%$2.54KHeld
Coherent Corp.COHR44$10.5K0.0%$2.36KHeld
Veralto CorpVLTO118$10.4K0.0%−$1.34KHeld
Johnson Ctls Intl Plc79$10.3K0.0%New
Ishares 0-3 Month102$10.3K0.0%$28Held
Vanguard Growth Etf23$10K0.0%−$1.18KHeld
Reinsurance Grp Of America I49$10K0.0%$34Held
Ishares Tr434$9.94K0.0%−$50Held
Fidelity Merrimack Str Tr217$9.89K0.0%−$91Held
Stryker CorpSYK30$9.86K0.0%−$686Cut−$106.1K
Ross Stores, Inc.ROST45$9.75K0.0%$1.64KHeld
Fair Isaac CorpFICO9$9.61K0.0%−$5.61KCut−$15.8K
International Paper Co264$9.43K0.0%−$974Held
Zoetis Inc.ZTS79$9.34K0.0%−$601Held
Lattice Semiconductor CorpLSCC100$9.28K0.0%$1.92KHeld
Eastman Chem Co119$9.08K0.0%$1.49KHeld
Aon plcAON28$9.04K0.0%−$843Held
Wisdomtree Tr235$8.45K0.0%$585Held
Toyota Motor Corp40$8.24K0.0%−$318Held
Intercontinental Exchange In52$8.18K0.0%−$243Held
Ametek Inc/AME38$8.15K0.0%$344Held
Ishares Tr175$8.08K0.0%−$62Held
Four Corners Ppty Tr Inc337$7.97K0.0%$199Held
Asml Holding N V6$7.92K0.0%$1.51KHeld
Kinsale Cap Group Inc23$7.86K0.0%−$1.14KCut−$16.8K
ServiceNow, Inc.NOW75$7.84K0.0%−$973Added$4.78K
Scotts Miracle-Gro CoSMG128$7.78K0.0%$315Held
Dominion Energy, IncD125$7.73K0.0%$404Held
Dell Technologies Inc.DELL46$7.55K0.0%$1.76KHeld
Edison Intl100$7.32K0.0%$1.32KHeld
Fortinet, Inc.FTNT89$7.27K0.0%$206Held
Five Below, IncFIVE31$7.08K0.0%$1.24KCut−$27.4K
Schwab Strategic Tr185$7.08K0.0%$407Held
Dimensional Etf Trust209$7.08K0.0%$270Held
Martin Marietta Matls Inc12$7.06K0.0%−$408Held
Tesla, Inc.TSLA19$7.06K0.0%New
Cadence Design System Inc25$6.95K0.0%−$868Held
Halozyme Therapeutics, Inc.HALO107$6.92K0.0%−$286Held
Fidelity Covington Trust198$6.91K0.0%$49Held
Mitek Sys Inc500$6.75K0.0%$1.47KHeld
Idexx Labs Inc12$6.74K0.0%New
Delta Air Lines Inc DelDAL100$6.65K0.0%−$292Held
American Centy Etf Tr66$6.59K0.0%New
Invesco Exchange Traded Fd T87$6.54K0.0%$13Held
Veeva Sys Inc37$6.5K0.0%New
Cigna GroupCI24$6.4K0.0%−$204Held
Ulta Beauty, Inc.ULTA12$6.27K0.0%−$987Held
West Pharmaceutical Svsc Inc25$6.27K0.0%−$613Cut−$21K
Vanguard Mun Bd Fds125$6.24K0.0%−$50Held
Tyler Technologies IncTYL18$6.16K0.0%−$2.01KCut−$23.8K
Sherwin Williams CoSHW19$6.09K0.0%−$67Held
Brookfield Renewable CorpBEPC150$5.97K0.0%$224Held
Ge Healthcare Technologies I83$5.91K0.0%−$900Cut−$1.39K
Solstice Advanced Matls Inc77$5.88K0.0%$2.14KCut−$1.03K
T-Mobile Us Inc28$5.88K0.0%$196Held
Garmin LtdGRMN25$5.8K0.0%$729Held
Salesforce, Inc.CRM31$5.79K0.0%−$2.35KAdded−$2.16K
Ralliant CorpRAL138$5.74K0.0%−$718Added$1.82K
Ishares Tr56$5.63K0.0%$210Held
Abrdn Natl Mun Income Fd565$5.63K0.0%−$176Held
Fidelity Covington Trust151$5.62K0.0%$93Held
Oreilly Automotive Inc60$5.54K0.0%$66Held
Alliance Resource Partners L200$5.53K0.0%$884Held
Verisk Analytics, Inc.VRSK29$5.5K0.0%New
Monolithic Pwr Sys Inc5$5.47K0.0%$935Held
Healthpeak Properties, Inc.DOC317$5.21K0.0%New
Blackrock Muniyield Quality478$5.02K0.0%−$172Held
Costar Group, Inc.CSGP120$4.84K0.0%New
Vistra Corp.VST32$4.81K0.0%−$352Held
Vici Pptys Inc171$4.67K0.0%−$137Cut−$20.4K
Affirm Hldgs Inc100$4.58K0.0%−$2.86KHeld
AecomACM54$4.58K0.0%−$568Held
Hamilton Lane IncHLNE46$4.57K0.0%−$1.61KHeld
Spdr Series Trust184$4.56K0.0%−$26Held
Antero Midstream CorpAM200$4.56K0.0%$1KHeld
Spdr Series Trust202$4.52K0.0%−$5Held
Privia Health Group, Inc.PRVA218$4.48K0.0%−$685Cut−$21.1K
Ishares Tr86$4.41K0.0%−$46Held
Vanguard Whitehall Fds67$4.4K0.0%−$117Held
Palantir Technologies Inc.PLTR30$4.39K0.0%−$945Held
Northern Oil & Gas, Inc.NOG150$4.38K0.0%$1.16KHeld
Trimble Inc.TRMB67$4.37K0.0%−$879Held
Booking Holdings Inc.BKNG1$4.21K0.0%−$1.15KHeld
Atmus Filtration Technologie74$4.2K0.0%New
Intuitive Surgical IncISRG9$4.15K0.0%−$948Held
Omnicom Group Inc.OMC55$4.14K0.0%−$33Added$3.66K
Lumen Technologies, Inc.LUMN581$4.04K0.0%−$476Held
Spdr Series Trust44$4.03K0.0%$11Cut−$13.3K
Packaging Corp Amer19$4.03K0.0%$114Held
Zoom Communications, Inc.ZM50$4.02K0.0%−$295Held
Versant Media Group, Inc.VSNT108$4.02K0.0%New
SoFi Technologies, Inc.SOFI250$3.97K0.0%−$2.57KHeld
Genuine Parts CoGPC37$3.91K0.0%New
Motorola Solutions, Inc.MSI9$3.91K0.0%New
Ryder Sys Inc19$3.89K0.0%$253Held
BWX Technologies, Inc.BWXT19$3.88K0.0%$601Held
Astrazeneca Plc OrdAZN20$3.87K0.0%New
Global Pmts Inc57$3.84K0.0%−$576Held
Kraft Heinz CoKHC170$3.82K0.0%−$152Added$1.74K
XPO, Inc.XPO19$3.7K0.0%$1.11KHeld
Howmet Aerospace Inc.HWM16$3.69K0.0%$407Held
Tetra Tech Inc New122$3.67K0.0%−$417Held
Repligen CorpRGEN31$3.65K0.0%−$1.43KHeld
Paycom Software, Inc.PAYC29$3.52K0.0%New
Blackrock Energy & Res Tr200$3.46K0.0%$754Held
Wisdomtree Tr70$3.37K0.0%−$35Held
Independent Bk Corp Mich100$3.33K0.0%$77Held
Monster Beverage Corp New44$3.19K0.0%−$185Held
Blackrock Res & Commodities264$3.18K0.0%$282Held
Wisdomtree Tr36$3.16K0.0%−$57Held
NXP Semiconductors N.V.NXPI16$3.15K0.0%−$323Held
On Semiconductor CorpON50$3.1K0.0%$388Held
Abrdn Global Premier Pptys F280$3.09K0.0%New
Dynatrace, Inc.DT83$3.07K0.0%−$528Held
Vericel CorpVCEL94$3.02K0.0%−$361Held
Ugi Corp New83$3.02K0.0%New
Block Inc50$3.01K0.0%−$246Held
Marvell Technology, Inc.MRVL30$2.97K0.0%$423Held
Alerus Finl Corp125$2.96K0.0%$149Held
Uber Technologies, IncUBER41$2.95K0.0%−$401Cut−$10.6K
Anheuser Busch Inbev Sa/Nv42$2.91K0.0%$224Held
Okta, Inc.OKTA37$2.91K0.0%−$287Held
Ford Mtr Co250$2.88K0.0%−$395Held
Amrize LtdAMRZ53$2.88K0.0%New
Dbx Etf Tr77$2.78K0.0%−$52Held
Ppg Inds Inc26$2.78K0.0%$115Held
Pinnacle Finl Partners Inc Com32$2.76K0.0%New
SkyWater Technology, LLCSKYT100$2.74K0.0%$925Held
Vanguard Scottsdale Fds46$2.74K0.0%−$18Cut−$16.1K
Freshpet, Inc.FRPT46$2.71K0.0%New
Western Digital CorpWDC10$2.71K0.0%$982Held
Diageo Plc36$2.68K0.0%−$154Added$1.56K
Phinia Inc.PHIN39$2.67K0.0%New
NIKE, Inc.NKE50$2.64K0.0%−$545Held
Workiva IncWK44$2.62K0.0%New
Ishares Tr66$2.62K0.0%$108Held
Regions Financial Corp New100$2.61K0.0%−$98Held
On Hldg Ag76$2.59K0.0%−$946Held
Etsy IncETSY50$2.5K0.0%−$273Held
e.l.f. Beauty, Inc.ELF41$2.48K0.0%−$633Held
Gci Liberty Inc67$2.47K0.0%New
Workday, Inc.WDAY19$2.47K0.0%−$1.61KHeld
Pool CorpPOOL12$2.43K0.0%−$317Held
Healthequity, Inc.HQY29$2.42K0.0%−$233Held
Crane Company14$2.39K0.0%New
Fifth Third Bancorp50$2.32K0.0%−$18Held
Trump Media & Technology Gro250$2.32K0.0%−$990Held
Transdigm Group IncTDG2$2.32K0.0%−$342Held
NPK International Inc.NPKI159$2.3K0.0%New
Vontier CorpVNT63$2.23K0.0%New
Embecta Corp.EMBC250$2.21K0.0%New
Wisdomtree Tr53$2.13K0.0%$57Held
Amentum Holdings, Inc.AMTM81$2.11K0.0%New
Api Group CorpAPG52$2.11K0.0%New
Floor & Decor Hldgs Inc41$2.08K0.0%New
Kyndryl Hldgs Inc157$2.06K0.0%−$1.61KAdded−$1.13K
Nextpower Inc.NXT17$2.05K0.0%$568Held
DT Midstream, Inc.DTM15$2.02K0.0%New
Primo Brands CorpPRMB107$2.02K0.0%$266Held
Trade Desk, Inc.TTD88$2K0.0%−$717Added$213
Globant S.A.GLOB43$1.98K0.0%New
Synopsys IncSNPS5$1.98K0.0%−$367Cut−$5.53K
Northwestern Energy Group In30$1.98K0.0%New
Quest Diagnostics IncDGX10$1.96K0.0%$225Held
Fidelity Covington Trust30$1.94K0.0%−$65Held
Fortune Brands Innovations I49$1.91K0.0%New
Select Sector Spdr Tr23$1.89K0.0%$99Held
Atlanta Braves Hldgs Inc44$1.88K0.0%New
Crane NXT, Co.CXT46$1.87K0.0%New
First Tr Exch Traded Fd Iii105$1.86K0.0%−$49Held
Alkami Technology, Inc.ALKT118$1.85K0.0%New
F&G Annuities & Life Inc71$1.8K0.0%New
Aebi Schmidt Hldg Ag183$1.78K0.0%New
Centuri Holdings, Inc.CTRI60$1.75K0.0%New
Middleby CorpMIDD13$1.72K0.0%New
Arcosa, Inc.ACA16$1.7K0.0%New
Credo Technology Group Holdi18$1.69K0.0%−$900Held
Millrose Pptys Inc60$1.68K0.0%New
Smithfield Foods IncSFD60$1.68K0.0%New
Ccc Intelligent Solutions Hl278$1.67K0.0%New
DuPont de Nemours, Inc.DD36$1.65K0.0%New
Toast, Inc.TOST62$1.64K0.0%−$558Cut−$23.5K
Provident Finl Hldgs Inc100$1.61K0.0%$21Held
Chipotle Mexican Grill IncCMG50$1.6K0.0%−$249Held
Dimensional Etf Trust46$1.59K0.0%New
AramarkARMK39$1.58K0.0%New
Houlihan Lokey, Inc.HLI11$1.58K0.0%New
Lincoln Natl Corp Ind44$1.56K0.0%−$397Held
Ishares Inc25$1.51K0.0%$65Held
Qnity Electronics, Inc.Q13$1.5K0.0%New
Composecure IncGPGI86$1.47K0.0%New
Perella Weinberg PartnersPWP79$1.44K0.0%New
Deckers Outdoor CorpDECK14$1.4K0.0%New
Nomad Foods LtdNOMD142$1.36K0.0%New
Nucor CorpNUE8$1.35K0.0%$48Held
Paylocity Hldg Corp12$1.3K0.0%New
Concentra Group Holdings Par59$1.27K0.0%New
MasterBrand, Inc.MBC152$1.26K0.0%New
PROG Holdings, Inc.PRG42$1.21K0.0%New
Freeport-Mcmoran IncFCX20$1.18K0.0%$160Held
Raymond James Finl Inc8$1.16K0.0%New
Starz Entertainment Corp.100$1.15K0.0%New
Orion Group Hldgs Inc104$1.13K0.0%New
PENTAIR plcPNR13$1.13K0.0%New
Freightcar Amer Inc140$1.12K0.0%New
Hni CorpHNI33$1.1K0.0%New
V2X, Inc.VVX16$1.1K0.0%New
Ezcorp IncEZPW43$1.09K0.0%New
Bath & Body Works, Inc.BBWI58$1.08K0.0%New
Dexcom IncDXCM17$1.07K0.0%−$60Held
Encompass Health CorpEHC11$1.06K0.0%New
Jackson Financial Inc10$1.06K0.0%New
Talkspace, Inc.TALK201$1.04K0.0%New
Viper Energy, Inc.VNOM22$1.03K0.0%New
Jacobs Solutions Inc.J8$1.02K0.0%New
Amc Entmt Hldgs Inc1K$9800.0%−$580Held
Gci Liberty Inc26$9670.0%New
Capital One Finl Corp5$9120.0%−$300Held
Huntsman CorpHUN68$9050.0%$225Held
Frontdoor, Inc.FTDR17$8990.0%New
Enovis CORPENOV39$8870.0%New
American Centy Etf Tr8$8840.0%New
Gibraltar Inds Inc22$8770.0%New
Sanofi Sa18$8670.0%−$5Cut−$46K
Bridgewater Bancshares Inc49$8670.0%New
Ingevity CorpNGVT12$8550.0%New
Howard Hughes Holdings Inc.HHH13$8220.0%New
Diamondrock Hospitality CoDRH87$8150.0%New
Mayville Engr Co Inc43$7720.0%New
Sylvamo CorpSLVM18$7600.0%−$107Held
Rgc Res Inc34$7500.0%New
Clearfield, Inc.CLFD28$7410.0%New
Pursuit Attractions And Hosp20$7330.0%New
Innovative Solutions & Suppo35$7190.0%New
Insteel Inds Inc21$7060.0%New
Banco Santander Sa62$6990.0%−$28Held
Titan Amer Sa46$6890.0%New
Ferrari N.V.RACE2$6770.0%−$62Held
Nacco Inds Inc13$6760.0%New
Barclays Plc31$6560.0%−$133Held
Wyndham Hotels & Resorts, Inc.WH8$6500.0%New
State Str Corp5$6330.0%−$12Held
Pennant Group, Inc.PNTG20$6100.0%New
DIEBOLD NIXDORF, IncDBD8$6040.0%New
Federal Agric Mtg Corp4$5930.0%New
Postal Realty Trust, Inc.PSTL30$5570.0%New
Magnera CorpMAGN53$5040.0%New
Procept Biorobotics CorpPRCT20$5000.0%−$129Held
Gildan Activewear Inc.GIL9$5000.0%−$61Held
Emergent BioSolutions Inc.EBS56$4650.0%New
Rcm Technologies, Inc.RCMT23$4400.0%New
Seaport Entmt Group Inc20$4300.0%New
Topbuild Corp1$3510.0%−$66Held
First Watch Restaurant Group, Inc.FWRG33$3460.0%New
Organon & Co.OGN57$3410.0%−$68Held
Whirlpool Corp6$3240.0%−$109Held
Ncr Voyix Corporation50$3170.0%New
Angi Inc.ANGI45$3080.0%New
Monro, Inc.MNRO18$2890.0%New
Molson Coors Beverage Co6$2580.0%−$22Held
Liberty Latin America Ltd20$1760.0%New
Gen Digital Inc8$1510.0%−$67Cut−$2.11K
Woodside Energy Group Ltd6$1310.0%$45Held
Avanos Med Inc8$1120.0%$22Held
Haleon Plc8$800.0%−$1Held
SunCoke Energy, Inc.SXC7$460.0%−$4Held
Nokia Corp4$320.0%$6Held
United Sts Nat Gas Fd Lp1$120.0%$0Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.