13F

Investor

EQUITABLE TRUST CO

CIK 0000033250 · filed 2026-02-02 · SEC filing

13F book

$2.24B

Positions

439

Largest name

9.1%

Vanguard Index Fds

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Vanguard Index Fds323.4K$202.8M9.1%Held
Ishares Gold Tr1.75M$142.1M6.3%Held
Alphabet Inc249.4K$78.1M3.5%Held
HCA Healthcare, Inc.HCA158.4K$74M3.3%Held
Vanguard Index Fds331.4K$63.3M2.8%Held
Microsoft CorpMSFT130.2K$63M2.8%Held
Perimeter Solutions, Inc.PRM1.92M$52.7M2.4%Held
Shopify Inc.SHOP318.7K$51.3M2.3%Held
Apple Inc.AAPL188K$51.1M2.3%Held
Alphabet Inc157K$49.3M2.2%Held
Ishares Tr553.1K$46.8M2.1%Held
Amazon Com IncAMZN155.7K$35.9M1.6%Held
Invesco Exchange Traded Fd T329.6K$33.8M1.5%Held
Select Sector Spdr Tr639K$28.6M1.3%Held
Dollar Gen Corp New214.2K$28.4M1.3%Held
Nvidia CorpNVDA149.2K$27.8M1.2%Held
Visa Inc.V74.4K$26.1M1.2%Held
Ishares Tr172.6K$24.4M1.1%Held
Invesco Qqq Tr39.6K$24.4M1.1%Held
Analog Devices IncADI87.9K$23.8M1.1%Held
Invesco Exchange Traded Fd T119.2K$22.8M1.0%Held
Mastercard IncMA37.9K$21.6M1.0%Held
American Express CoAXP55.2K$20.4M0.9%Held
Schwab Strategic Tr696.2K$19.1M0.9%Held
Labcorp Holdings Inc.LH75.7K$19M0.8%Held
Broadcom Inc.AVGO54.3K$18.8M0.8%Held
Jpmorgan Chase & Co.57.6K$18.6M0.8%Held
Sea LtdSE143.3K$18.3M0.8%Held
Meta Platforms, Inc.META25.9K$17.1M0.8%Held
Asml Holding N V15.1K$16.1M0.7%Held
Oracle Corp80.4K$15.7M0.7%Held
Ishares Tr237.2K$15.7M0.7%Held
Bank America Corp280K$15.4M0.7%Held
Everest Group, Ltd.EG44.9K$15.2M0.7%Held
Spdr S&P 500 Etf Tr21K$14.3M0.6%Held
Taiwan Semiconductor Mfg Ltd43.7K$13.3M0.6%Held
Salesforce, Inc.CRM47K$12.5M0.6%Held
Unitedhealth Group IncUNH36.2K$12M0.5%Held
Vanguard Whitehall Fds132K$11.9M0.5%Held
S&P Global Inc.SPGI22.2K$11.6M0.5%Held
Goldman Sachs Group Inc12.8K$11.2M0.5%Held
Eli Lilly & CoLLY10.3K$11.1M0.5%Held
Johnson & JohnsonJNJ52.5K$10.9M0.5%Held
Ishares Tr199.8K$10.6M0.5%Held
Home Depot, Inc.HD30.3K$10.4M0.5%Held
Profesionally Managed Portfo156.4K$10.2M0.5%Held
Exxon Mobil Corp80.8K$9.73M0.4%Held
Ishares Tr79.4K$9.54M0.4%Held
Equifax IncEFX43.3K$9.4M0.4%Held
Otis Worldwide CorpOTIS107.3K$9.37M0.4%Held
Coca Cola CoKO133.3K$9.32M0.4%Held
Caterpillar IncCAT16.1K$9.2M0.4%Held
Fidelity Natl Information Sv132.2K$8.78M0.4%Held
Transdigm Group IncTDG6.33K$8.42M0.4%Held
AbbVie Inc.ABBV36.3K$8.3M0.4%Held
Hewlett Packard Enterprise C338.7K$8.14M0.4%Held
Walmart Inc.WMT71.5K$7.97M0.4%Held
Public Storage Oper Co30.1K$7.81M0.3%Held
Vanguard Index Fds22.3K$7.48M0.3%Held
Philip Morris Intl Inc44.8K$7.19M0.3%Held
Fastenal CoFAST179.1K$7.19M0.3%Held
Tesla, Inc.TSLA15.8K$7.11M0.3%Held
Entergy Corp New76.7K$7.09M0.3%Held
Ishares Tr14.9K$7.03M0.3%Held
Diamondback Energy, Inc.FANG45.2K$6.8M0.3%Held
Ishares Tr30.9K$6.55M0.3%Held
Medtronic PlcMDT66.7K$6.4M0.3%Held
Costar Group, Inc.CSGP93.6K$6.29M0.3%Held
Mercadolibre IncMELI3.05K$6.14M0.3%Held
Gilead Sciences, Inc.GILD49.5K$6.07M0.3%Held
Ares Management Corporation37.1K$5.99M0.3%Held
Chevron Corp NewCVX38K$5.8M0.3%Held
Truist Finl Corp116.4K$5.73M0.3%Held
Marvell Technology, Inc.MRVL67.1K$5.7M0.3%Held
Automatic Data Processing In21.9K$5.63M0.3%Held
Vanguard Growth Etf11.5K$5.6M0.3%Held
Union Pac Corp23.9K$5.54M0.2%Held
Edwards Lifesciences CorpEW64.5K$5.5M0.2%Held
Elanco Animal Health IncELAN243K$5.5M0.2%Held
Boeing Co24.5K$5.31M0.2%Held
Berkshire Hathaway Inc Del7$5.28M0.2%Held
Mcdonalds CorpMCD17.3K$5.28M0.2%Held
Crowdstrike Hldgs Inc11.3K$5.28M0.2%Held
Merck & Co., Inc.MRK50.1K$5.27M0.2%Held
Ensign Group, IncENSG30.1K$5.25M0.2%Held
Ge Aerospace17K$5.25M0.2%Held
Procter And Gamble CoPG36.4K$5.21M0.2%Held
United Rentals, Inc.URI6.44K$5.21M0.2%Held
Ishares Tr35.1K$4.81M0.2%Held
Intuit Inc.INTU7.21K$4.77M0.2%Held
Old Natl Bancorp Ind209.8K$4.68M0.2%Held
Vulcan Matls Co16.4K$4.67M0.2%Held
Cisco Sys Inc60.3K$4.65M0.2%Held
Ishares Tr18.2K$4.47M0.2%Held
Nextera Energy Inc55.2K$4.43M0.2%Held
Concentra Group Holdings Par223.9K$4.41M0.2%Held
Ishares Tr20.9K$4.4M0.2%Held
Citigroup Inc37.1K$4.33M0.2%Held
Kla CorpKLAC3.54K$4.3M0.2%Held
Sap Se17.7K$4.29M0.2%Held
Vertiv Holdings CoVRT26.3K$4.26M0.2%Held
RTX CorpRTX23.2K$4.26M0.2%Held
Ryan Specialty Holdings, Inc.RYAN79.6K$4.11M0.2%Held
ServiceNow, Inc.NOW26.5K$4.06M0.2%Held
Ameriprise Finl Inc8.23K$4.04M0.2%Held
Pepsico IncPEP28K$4.02M0.2%Held
Ishares Tr5.84K$4M0.2%Held
Wheaton Precious Metals Corp.WPM33.9K$3.98M0.2%Held
Ingersoll Rand Inc.IR46.9K$3.71M0.2%Held
Global Pmts Inc47.2K$3.65M0.2%Held
Seagate Technology Hldngs Pl12.8K$3.52M0.2%Held
Canadian Pacific Kansas City47.7K$3.51M0.2%Held
Vanguard Specialized Funds16K$3.51M0.2%Held
Lowes Cos Inc14.5K$3.49M0.2%Held
Costco Whsl Corp New4.03K$3.47M0.2%Held
Spotify Technology S.A.SPOT5.98K$3.47M0.2%Held
Arch Cap Group Ltd35.6K$3.41M0.2%Held
UBS Group AGUBS73.6K$3.41M0.2%Held
Ishares Tr23.3K$3.29M0.1%Held
Iqvia Hldgs Inc14.3K$3.22M0.1%Held
AstraZeneca PLCAZN34.9K$3.21M0.1%Held
Kkr & Co Inc25.1K$3.19M0.1%Held
BlackRock, Inc.BLK2.88K$3.08M0.1%Held
Vaneck Etf Trust35.9K$3.08M0.1%Held
Sherwin Williams CoSHW9.46K$3.06M0.1%Held
Chubb Limited9.71K$3.03M0.1%Held
Nu Hldgs Ltd178.5K$2.99M0.1%Held
Applied Indl Technologies In11.2K$2.89M0.1%Held
Phillips 66PSX22.2K$2.87M0.1%Held
Duke Energy Corp New24.4K$2.86M0.1%Held
Abbott LabsABT22.4K$2.8M0.1%Held
Coupang, Inc.CPNG117.8K$2.78M0.1%Held
Linde PlcLIN6.47K$2.76M0.1%Held
Elevance Health Inc Formerly7.85K$2.75M0.1%Held
Cencora, Inc.COR8.05K$2.72M0.1%Held
Csx CorpCSX74.8K$2.71M0.1%Held
Fedex CorpFDX9.34K$2.7M0.1%Held
Honeywell Intl Inc13.7K$2.68M0.1%Held
Spdr Dow Jones Indl Average5.56K$2.67M0.1%Held
Rbb Fund Trust57.5K$2.65M0.1%Held
Southern Co30.3K$2.64M0.1%Held
Icici Bank Limited88.1K$2.63M0.1%Held
Qualcomm Inc15K$2.57M0.1%Held
AecomACM26.3K$2.51M0.1%Held
Novo-Nordisk A S47.3K$2.41M0.1%Held
Ferguson Enterprises Inc10.5K$2.34M0.1%Held
Zoetis Inc.ZTS18.2K$2.29M0.1%Held
Becton Dickinson & CoBDX11.7K$2.27M0.1%Held
Sysco CorpSYY30.6K$2.25M0.1%Held
Vanguard World Fd18.5K$2.24M0.1%Held
Jones Lang Lasalle IncJLL6.62K$2.23M0.1%Held
Pure Storage IncP33.2K$2.22M0.1%Held
Harrow, Inc.HROW43.2K$2.12M0.1%Held
Northrop Grumman Corp3.67K$2.09M0.1%Held
Waste Connections, Inc.WCN11.8K$2.06M0.1%Held
Select Sector Spdr Tr14.2K$2.04M0.1%Held
Aon plcAON5.79K$2.04M0.1%Held
Starbucks CorpSBUX23.9K$2.01M0.1%Held
Ferrari N.V.RACE5.35K$1.98M0.1%Held
Mks IncMKSI11.8K$1.88M0.1%Held
Canadian Nat Res Ltd55.3K$1.87M0.1%Held
Matador Res Co43.4K$1.84M0.1%Held
Addus Homecare CorpADUS17.1K$1.84M0.1%Held
Accenture Plc Ireland6.75K$1.81M0.1%Held
American Elec Pwr Co Inc15.3K$1.76M0.1%Held
Crown Castle Inc.CCI19.8K$1.76M0.1%Held
Apollo Global Mgmt Inc12.1K$1.76M0.1%Held
White Mtns Ins Group Ltd840$1.75M0.1%Held
Amgen IncAMGN5.32K$1.74M0.1%Held
Api Group CorpAPG44.5K$1.7M0.1%Held
Ishares Tr5.23K$1.69M0.1%Held
Intuitive Surgical IncISRG2.96K$1.67M0.1%Held
NXP Semiconductors N.V.NXPI7.71K$1.67M0.1%Held
Regions Financial Corp New61K$1.65M0.1%Held
Intercontinental Exchange In10.2K$1.65M0.1%Held
Danaher Corporation7.14K$1.63M0.1%Held
Strategy Inc10.5K$1.59M0.1%Held
Ishares Tr16.4K$1.57M0.1%Held
Ecolab Inc.ECL5.98K$1.57M0.1%Held
Thermo Fisher Scientific Inc.TMO2.69K$1.56M0.1%Held
GE Vernova Inc.GEV2.38K$1.55M0.1%Held
Moodys Corp3.03K$1.55M0.1%Held
Wyndham Hotels & Resorts, Inc.WH20.3K$1.54M0.1%Held
Mckesson CorpMCK1.87K$1.54M0.1%Held
Capital One Finl Corp6.32K$1.53M0.1%Held
Element Solutions IncESI59.9K$1.5M0.1%Held
Spdr S&P Midcap 400 Etf Tr2.47K$1.49M0.1%Held
Pinnacle Finl Partners Inc15.3K$1.46M0.1%Held
Ishares Tr3.9K$1.45M0.1%Held
GoDaddy Inc.GDDY11.7K$1.45M0.1%Held
Delta Air Lines Inc DelDAL20.9K$1.45M0.1%Held
Heico Corp New4.44K$1.44M0.1%Held
Disney Walt Co12.6K$1.44M0.1%Held
International Business Machs4.8K$1.42M0.1%Held
Quinstreet, IncQNST98.7K$1.42M0.1%Held
monday.com Ltd.MNDY9.61K$1.42M0.1%Held
Yeti Hldgs Inc31.8K$1.4M0.1%Held
Marsh & Mclennan Cos Inc7.54K$1.4M0.1%Held
Verisign Inc5.69K$1.38M0.1%Held
Verizon Communications IncVZ33.4K$1.36M0.1%Held
Keycorp64.5K$1.33M0.1%Held
Icu Med Inc9.33K$1.33M0.1%Held
Prudential Finl Inc11.7K$1.32M0.1%Held
Waste Mgmt Inc Del5.98K$1.31M0.1%Held
Verra Mobility CorpVRRM57.9K$1.3M0.1%Held
Ishares Bitcoin Trust EtfIBIT26.1K$1.3M0.1%Held
Us Bancorp Del23.8K$1.27M0.1%Held
Townebank Portsmouth Va37.5K$1.25M0.1%Held
Carlisle Cos Inc3.89K$1.25M0.1%Held
Travelers Companies, Inc.TRV4.29K$1.24M0.1%Held
NIKE, Inc.NKE19.4K$1.24M0.1%Held
Xcel Energy Inc16.1K$1.19M0.1%Held
Powerfleet, Inc.AIOT220.2K$1.17M0.1%Held
Edison Intl19.5K$1.17M0.1%Held
Fifth Third Bancorp24.2K$1.13M0.1%Held
Rli CorpRLI17.7K$1.13M0.1%Held
Schwab Charles Corp11.2K$1.12M0.1%Held
Bristol-Myers Squibb Co20.7K$1.12M0.1%Held
Consolidated Edison IncED11.2K$1.11M0.1%Held
Avery Dennison CorpAVY6.05K$1.1M0.0%Held
Cme Group Inc.CME3.94K$1.08M0.0%Held
Aflac IncAFL9.5K$1.05M0.0%Held
Landstar Sys Inc7.23K$1.04M0.0%Held
Hayward Hldgs Inc67.1K$1.04M0.0%Held
L3harris Technologies Inc3.47K$1.02M0.0%Held
Prologis Inc.7.95K$1.01M0.0%Held
Asure Software IncASUR107.5K$1.01M0.0%Held
Tjx Cos Inc New6.5K$999.1K0.0%Held
Autozone IncAZO294$997.1K0.0%Held
ConocophillipsCOP10.5K$986.7K0.0%Held
Invesco Exchange Traded Fd T13.9K$981.6K0.0%Held
Perion Network Ltd.PERI102.4K$980.9K0.0%Held
Adobe Inc.ADBE2.8K$979.3K0.0%Held
Ebay IncEBAY11.2K$978.2K0.0%Held
Entegris IncENTG11.5K$966.1K0.0%Held
Firstenergy CorpFE21.6K$965.3K0.0%Held
Shell Plc13.1K$964.6K0.0%Held
Select Sector Spdr Tr6.23K$963.9K0.0%Held
Graco IncGGG11.7K$962.5K0.0%Held
Dorman Prods Inc7.76K$956.4K0.0%Held
Ishares Tr3.17K$955.9K0.0%Held
Ligand Pharmaceuticals Inc5.04K$952K0.0%Held
Tetra Tech Inc New28.3K$950.3K0.0%Held
Woodward, Inc.WWD3.05K$922.1K0.0%Held
BGC Group, Inc.BGC100.7K$899.5K0.0%Held
Watsco Inc2.65K$894.3K0.0%Held
Stryker CorpSYK2.54K$893.4K0.0%Held
Masco Corp14K$888K0.0%Held
Barrett Business Svcs Inc23.9K$864.2K0.0%Held
SiteOne Landscape Supply, Inc.SITE6.93K$863.8K0.0%Held
Paypal Hldgs Inc14.8K$861.6K0.0%Held
Kimberly Clark CorpKMB8.49K$856.8K0.0%Held
Lantheus Hldgs Inc12.9K$856.2K0.0%Held
Brown & Brown, Inc.BRO10.7K$854.3K0.0%Held
Rockwell Automation, IncROK2.16K$841.2K0.0%Held
Target Hospitality Corp.TH104.4K$836K0.0%Held
Sonoco Prods Co19.1K$831.4K0.0%Held
Select Sector Spdr Tr14.9K$817.3K0.0%Held
i3 Verticals, Inc.IIIV32.4K$815.8K0.0%Held
Vanguard World Fd2.05K$808.7K0.0%Held
CBIZ, Inc.CBZ16K$807.3K0.0%Held
Zebra Technologies Corporati3.32K$806.6K0.0%Held
Dexcom IncDXCM11.9K$789.8K0.0%Held
Insight Enterprises IncNSIT9.69K$789.4K0.0%Held
Enbridge Inc16.4K$786.7K0.0%Held
Altria Group, Inc.MO13.5K$778.2K0.0%Held
Ptc Inc.PTC4.39K$764.6K0.0%Held
Matthews Intl Corp29K$758.7K0.0%Held
First Tr Exchange Traded Fd4.94K$755.8K0.0%Held
Eog Res Inc7.2K$755.7K0.0%Held
Advanced Micro Devices IncAMD3.48K$744.8K0.0%Held
Arista Networks, Inc.ANET5.6K$733.4K0.0%Held
Wells Fargo Co New7.85K$731.2K0.0%Held
Astronics Corp13.3K$723.6K0.0%Held
Texas Instrs Inc4.14K$717.6K0.0%Held
Kroger CoKR11.4K$715.2K0.0%Held
Cognex CorpCGNX19.1K$688.9K0.0%Held
Brown Forman Corp26.4K$688.4K0.0%Held
Pfizer IncPFE27.6K$686.2K0.0%Held
Tractor Supply Co13.7K$684.2K0.0%Held
Cbre Group, Inc.CBRE4.25K$683.8K0.0%Held
Emerson Elec Co5.02K$666.4K0.0%Held
Motorcar Pts Amer Inc54K$666.4K0.0%Held
Hilton Worldwide Hldgs Inc2.28K$654.6K0.0%Held
Information Svcs Group Inc113K$653.4K0.0%Held
Select Sector Spdr Tr14.4K$653K0.0%Held
Booz Allen Hamilton Hldg Cor7.63K$643.9K0.0%Held
Booking Holdings Inc.BKNG120$642.6K0.0%Held
Jefferies Finl Group Inc10.4K$642.3K0.0%Held
Ishares Tr5.18K$638.1K0.0%Held
Global X Fds17.4K$631.8K0.0%Held
Live Nation Entertainment In4.42K$630.3K0.0%Held
Lockheed Martin CorpLMT1.28K$617.6K0.0%Held
Henry Schein IncHSIC8.15K$616.1K0.0%Held
Molina Healthcare, Inc.MOH3.47K$602.9K0.0%Held
3M COMMM3.75K$600.5K0.0%Held
Ishares Tr3.29K$596.5K0.0%Held
Kraft Heinz CoKHC24.2K$587.4K0.0%Held
Netflix IncNFLX6.2K$581.7K0.0%Held
Fb Finl Corp10.3K$572.6K0.0%Held
Palantir Technologies Inc.PLTR3.18K$564.7K0.0%Held
General Dynamics CorpGD1.66K$557.2K0.0%Held
Ishares Tr4.9K$556.8K0.0%Held
Solventum CorpSOLV7.01K$555.6K0.0%Held
Interparfums IncIPAR6.52K$553.2K0.0%Held
Encompass Health CorpEHC5.12K$543K0.0%Held
Ishares Tr5.53K$532.6K0.0%Held
Tidal Trust I12.2K$527.4K0.0%Held
Pool CorpPOOL2.31K$527.3K0.0%Held
Cummins IncCMI1.03K$526.8K0.0%Held
First Horizon Corporation22K$525.4K0.0%Held
Rocket Cos Inc26.9K$520.5K0.0%Held
Select Sector Spdr Tr3.35K$519.3K0.0%Held
Mondelez Intl Inc9.45K$508.9K0.0%Held
Hni CorpHNI12.1K$508.2K0.0%Held
Synovus Finl Corp10.1K$507.8K0.0%Held
Ishares Tr5.67K$507K0.0%Held
NCR Atleos CorpNATL12.8K$488K0.0%Held
Cardinal Health IncCAH2.37K$486K0.0%Held
Conagra Brands Inc.CAG28K$485.1K0.0%Held
Medpace Hldgs Inc860$483K0.0%Held
Airbnb, Inc.ABNB3.55K$481.7K0.0%Held
Eaton Corp PlcETN1.49K$474.9K0.0%Held
Palo Alto Networks IncPANW2.58K$474.5K0.0%Held
Blackstone Inc.BX3.07K$473.8K0.0%Held
Dolby Laboratories, Inc.DLB7.24K$465.1K0.0%Held
Vanguard Index Fds1.57K$454.8K0.0%Held
Ishares Tr3.74K$454.6K0.0%Held
Keurig Dr Pepper Inc.KDP16.2K$454.5K0.0%Held
Wisdomtree Tr5.15K$453.5K0.0%Held
Take-Two Interactive Softwar1.76K$450.1K0.0%Held
Acnb CorpACNB9.26K$447.7K0.0%Held
Flexshares Tr5.5K$444.5K0.0%Held
Morgan Stanley2.49K$442.4K0.0%Held
Uber Technologies, IncUBER5.31K$433.9K0.0%Held
Spdr Series Trust3.08K$428.3K0.0%Held
Teladoc Health, Inc.TDOC60.8K$425.4K0.0%Held
First Tr Exchange Traded Fd6.12K$425.2K0.0%Held
At&T Inc17K$423.4K0.0%Held
Ishares Silver Tr6.55K$422.1K0.0%Held
Marathon Pete Corp2.6K$422K0.0%Held
Goldman Sachs Etf Tr4.36K$421.6K0.0%Held
Autodesk, Inc.ADSK1.42K$420.6K0.0%Held
Williams Cos Inc6.98K$419.6K0.0%Held
First Amern Finl Corp6.82K$419K0.0%Held
Chemed Corp New973$416.3K0.0%Held
Smartfinancial Inc.SMBK11.2K$415.2K0.0%Held
Perdoceo Ed Corp14.1K$413.4K0.0%Held
StoneX Group Inc.SNEX4.29K$408.2K0.0%Held
Regeneron Pharmaceuticals, Inc.REGN525$405.2K0.0%Held
Aci Worldwide, Inc.ACIW8.46K$404.7K0.0%Held
Pnc Finl Svcs Group Inc1.93K$403.5K0.0%Held
Northern Tr Corp2.94K$401.7K0.0%Held
AerSale CorpASLE56.4K$401.1K0.0%Held
Ishares Tr4.14K$400.9K0.0%Held
Bp Plc11.5K$397.9K0.0%Held
Axos Financial, Inc.AX4.59K$395.6K0.0%Held
United Parcel Service IncUPS3.98K$394.3K0.0%Held
Alibaba Group Hldg Ltd2.68K$392.8K0.0%Held
Corteva, Inc.CTVA5.85K$391.9K0.0%Held
Atmos Energy CorpATO2.33K$389.9K0.0%Held
Reynolds Consumer Prods Inc17K$388.9K0.0%Held
First Tr Exchange-Traded Fd1.43K$384.7K0.0%Held
Veralto CorpVLTO3.8K$378.8K0.0%Held
Carlyle Group Inc6.4K$378.1K0.0%Held
OPENLANE, Inc.OPLN12.7K$377.3K0.0%Held
Itron, Inc.ITRI4.01K$372.1K0.0%Held
Deere & CoDE788$366.9K0.0%Held
Icf Intl Inc4.24K$361.8K0.0%Held
Cigna GroupCI1.31K$359.7K0.0%Held
American Tower Corp New2.04K$357.8K0.0%Held
Comcast Corp New11.9K$356.6K0.0%Held
Micron Technology IncMU1.22K$348.2K0.0%Held
Ishares Tr2.63K$346.3K0.0%Held
Glacier Bancorp Inc New7.78K$342.7K0.0%Held
Markel Group Inc.MKL157$337.5K0.0%Held
Applied Matls Inc1.29K$330.7K0.0%Held
Community Tr Bancorp Inc5.85K$330.4K0.0%Held
Thermon Group Hldgs Inc8.85K$329K0.0%Held
Grayscale Bitcoin Trust EtfGBTC4.81K$328.7K0.0%Held
Everus Constr Group3.8K$325.5K0.0%Held
Vanguard Intl Equity Index F4.42K$325K0.0%Held
Daily Journal CorpDJCO666$324.6K0.0%Held
Vanguard Tax-Managed Fds5.18K$323.7K0.0%Held
Vanguard World Fd4.52K$323.5K0.0%Held
HomeTrust Bancshares, Inc.HTB7.49K$321.4K0.0%Held
Newmont Corp3.17K$316.2K0.0%Held
Community Health Sys Inc New100K$312K0.0%Held
First Tr Exchange-Traded Fd7K$310.6K0.0%Held
Dell Technologies Inc.DELL2.44K$306.5K0.0%Held
Novartis Ag2.19K$302.1K0.0%Held
Compass, Inc.COMP28.2K$297.8K0.0%Held
WEX Inc.WEX1.98K$295.3K0.0%Held
Illinois Tool Wks Inc1.17K$287.9K0.0%Held
Pimco Etf Tr5.68K$286.3K0.0%Held
CARRIER GLOBAL CorpCARR5.38K$284.3K0.0%Held
Mid-Amer Apt Cmntys Inc1.98K$274.8K0.0%Held
Constellation Brands, Inc.STZ1.98K$273.3K0.0%Held
Quanta Svcs Inc646$272.7K0.0%Held
Broadridge Finl Solutions In1.19K$265.3K0.0%Held
Lakeland Inds Inc30K$265.1K0.0%Held
EVERTEC, Inc.EVTC9.02K$262.4K0.0%Held
Amdocs LtdDOX3.23K$260.4K0.0%Held
Ishares Tr4.82K$259.9K0.0%Held
Clean Harbors IncCLH1.1K$257.9K0.0%Held
National Health Invs Inc3.31K$252.8K0.0%Held
Lam Research CorpLRCX1.46K$250.4K0.0%Held
First Tr Exchange Traded Fd1.93K$250.3K0.0%Held
Idex Corp1.37K$243.6K0.0%Held
Columbia Bkg Sys Inc8.5K$237.6K0.0%Held
Hershey CoHSY1.3K$236.6K0.0%Held
Coinbase Global, Inc.COIN1.04K$234.7K0.0%Held
Tronox Holdings PlcTROX55.2K$230.4K0.0%Held
Check Point Software Tech Lt1.23K$228.4K0.0%Held
Oreilly Automotive Inc2.49K$227.1K0.0%Held
Delek Us Hldgs Inc New7.65K$226.9K0.0%Held
Hologic Inc3.04K$226.7K0.0%Held
United Cmnty Bks Blairsvle G7.25K$226.5K0.0%Held
Renasant CorpRNST6.43K$226.4K0.0%Held
Verisk Analytics, Inc.VRSK1.01K$225K0.0%Held
Vertex Pharmaceuticals Inc496$224.9K0.0%Held
Akamai Technologies IncAKAM2.57K$224.1K0.0%Held
Trane Technologies PlcTT575$223.8K0.0%Held
General Mls IncGIS4.79K$222.9K0.0%Held
Ishares Tr3.19K$222.3K0.0%Held
Wec Energy Group, Inc.WEC2.06K$217.4K0.0%Held
Oneok Inc /New/OKE2.9K$212.8K0.0%Held
Genuine Parts CoGPC1.72K$211.6K0.0%Held
Eastman Chem Co3.29K$210.2K0.0%Held
Green Plains Inc.GPRE21.3K$209.2K0.0%Held
Vanguard World Fd718$206.7K0.0%Held
Spdr Series Trust6.57K$202K0.0%Held
Halliburton CoHAL7.1K$200.6K0.0%Held
Qnity Electronics, Inc.Q2.45K$200K0.0%Held
Lcnb CorpLCNB11.4K$186.5K0.0%Held
Crescent Energy Company13.4K$112.1K0.0%Held
Dnp Select Income Fd Inc10.7K$106.8K0.0%Held
BlackRock TCP Capital Corp.TCPC13.8K$75.2K0.0%Held
Northern Dynasty Minerals Lt25K$49.3K0.0%Held

Positions as of Q4 2025. 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.