13F

Investor

PATTON FUND MANAGEMENT, INC.

CIK 0001689232 · filed 2026-04-22 · SEC filing

13F book

$588.7M

Positions

488

47 new · 31 sold

Largest name

8.3%

Ishares Tr

Est. mark

$13.9M

Price effect on 441 names still held. Flow −$171.1M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr509.6K$48.6M8.3%−$346.7KAdded$2.33M
Invesco Exchange Traded Fd T143.5K$27.5M4.7%$43.6KAdded$4.35M
Vanguard Intl Equity Index F367.8K$19.9M3.4%$106.4KAdded$156.7K
Spdr S&P 500 Etf Tr27.3K$17.7M3.0%−$843.3KAdded−$460.3K
Ishares Tr69.3K$17.2M2.9%$127.4KCut−$318.4K
Ishares Tr169.4K$16.5M2.8%$159.5KAdded$482.6K
Ishares Tr163K$15.8M2.7%$179.3KCut−$381.1K
Berkshire Hathaway Inc Del30.9K$14.8M2.5%−$688.5KAdded$45.1K
Spdr Series Trust114.5K$11.6M2.0%$313.7KCut−$67.9K
Invesco Actvely Mngd Etc Fd512.1K$8.87M1.5%$2.08MCut$1.91M
Ishares Gold Tr94.7K$8.35M1.4%$661.7KCut−$680.2K
Vanguard Index Fds68.9K$6.11M1.0%$11.6KAdded$1.22M
Lumentum Hldgs Inc7.4K$5.2M0.9%New
GE Vernova Inc.GEV5.91K$5.16M0.9%$82.9KAdded$4.91M
Vertiv Holdings CoVRT20.6K$5.15M0.9%New
Ciena CorpCIEN13.2K$5.12M0.9%New
Cf Inds Hldgs Inc38.3K$4.97M0.8%$153.1KAdded$4.74M
EMCOR Group, Inc.EME6.59K$4.87M0.8%$834KCut−$854.5K
Comfort Sys Usa Inc3.41K$4.7M0.8%$111.4KAdded$4.47M
Moderna, Inc.MRNA88.4K$4.49M0.8%$159.6KAdded$4.27M
Teradyne, IncTER15.1K$4.47M0.8%$1.55MCut−$3.83M
Monster Beverage Corp New60.9K$4.41M0.7%−$256.3KCut−$1.42M
Vanguard Tax-Managed Fds67.4K$4.32M0.7%$100.6KAdded$416K
Sandisk CorpSNDK6.7K$4.26M0.7%$431.8KAdded$4M
C. H. Robinson Worldwide, Inc.CHRW25.5K$4.24M0.7%$7.46KAdded$4.01M
Steel Dynamics IncSTLD23.5K$4.23M0.7%$13.7KAdded$4.01M
Huntington Ingalls Inds Inc10.6K$4.03M0.7%$28.6KAdded$3.79M
Jabil IncJBL15K$3.99M0.7%$411.2KAdded$1.5M
Atmos Energy CorpATO21.3K$3.93M0.7%$363.2KCut−$1M
Lam Research CorpLRCX18.3K$3.9M0.7%$776.3KCut−$4.9M
Cummins IncCMI7.24K$3.9M0.7%$12.4KAdded$3.67M
Ishares Tr35.2K$3.88M0.7%$8.24KAdded$98.8K
Seagate Technology Hldngs Pl9.86K$3.86M0.7%$1.15MCut−$3.7M
Generac Hldgs Inc19.4K$3.8M0.6%New
Kla CorpKLAC2.57K$3.78M0.6%$50.2KAdded$3.54M
Rockwell Automation, IncROK10.5K$3.76M0.6%−$17.1KAdded$3.54M
Alphabet Inc13K$3.74M0.6%−$18.1KAdded$3.51M
Valero Energy Corp14.6K$3.61M0.6%$1.23MCut−$3.14M
Freeport-Mcmoran IncFCX61.3K$3.61M0.6%$39.1KAdded$3.36M
American Elec Pwr Co Inc27.2K$3.57M0.6%$429.7KCut−$5.35M
Caterpillar IncCAT4.9K$3.47M0.6%$664.1KCut−$4.41M
Rollins IncROL64.4K$3.44M0.6%−$426KCut−$1.78M
Warner Bros. Discovery, Inc.WBD124.8K$3.43M0.6%−$169.7KCut−$6.55M
Applied Matls Inc9.99K$3.42M0.6%$847.3KCut−$3.74M
Northrop Grumman Corp5K$3.41M0.6%$47.1KAdded$3.17M
Corning Inc24.4K$3.32M0.6%$1.18MCut−$2.58M
Baker Hughes Company54.3K$3.31M0.6%$842.1KCut−$135.9K
Nucor CorpNUE19.3K$3.27M0.6%$8.06KAdded$3.05M
Citigroup Inc28.7K$3.26M0.6%−$6.93KAdded$3.01M
Southwest Airls Co86K$3.23M0.5%−$23.4KAdded$2.98M
Walmart Inc.WMT26K$3.23M0.5%$29.3KAdded$2.97M
Ford Mtr Co279.7K$3.23M0.5%−$442KCut−$1.82M
Newmont Corp29.8K$3.22M0.5%$249.9KCut−$5M
Incyte CorpINCY33K$3.11M0.5%−$10.7KAdded$2.88M
Gilead Sciences, Inc.GILD21.6K$3.01M0.5%$359.1KCut−$4.31M
Intel CorpINTC67.7K$2.99M0.5%$489.4KCut−$3.83M
Aptiv PlcAPTV42.8K$2.97M0.5%−$19.4KAdded$2.75M
Western Digital CorpWDC11K$2.96M0.5%$1.08MCut−$2.18M
Cisco Sys Inc37.9K$2.94M0.5%$21.2KCut−$5.09M
Bank New York Mellon Corp24.8K$2.94M0.5%$62.9KCut−$5.04M
Cboe Global Mkts Inc10.4K$2.94M0.5%$314.1KCut−$4.3M
Albemarle Corp16.3K$2.93M0.5%$622.3KCut−$3.47M
HCA Healthcare, Inc.HCA6.12K$2.9M0.5%$39.1KCut−$4.91M
Dollar Gen Corp New24.3K$2.88M0.5%−$340.5KCut−$5.95M
Dollar Tree, Inc.DLTR26.2K$2.87M0.5%−$353.3KCut−$5.83M
Ralph Lauren CorpRL8.32K$2.86M0.5%−$80KCut−$5.22M
Ventas, Inc.VTR34.5K$2.83M0.5%$152KCut−$4.54M
Wabtec11.3K$2.82M0.5%$411KCut$257.6K
Marriott Intl Inc New8.59K$2.81M0.5%$12.1KAdded$2.58M
Tapestry, Inc.TPR19.9K$2.8M0.5%$264.9KCut−$4.12M
On Semiconductor CorpON44.8K$2.78M0.5%New
Hunt J B Trans Svcs Inc13K$2.75M0.5%$21KAdded$2.52M
Micron Technology IncMU8.13K$2.75M0.5%$426.4KCut−$3.58M
State Str Corp21.7K$2.74M0.5%−$4.51KAdded$2.5M
Keysight Technologies, Inc.KEYS9.49K$2.68M0.5%$85.6KAdded$2.46M
Ulta Beauty, Inc.ULTA4.95K$2.59M0.4%−$407.1KCut−$5.47M
Johnson Ctls Intl Plc19.6K$2.57M0.4%$219.8KCut−$3.78M
Howmet Aerospace Inc.HWM11.1K$2.56M0.4%$282.7KCut−$3.6M
Carvana Co.CVNA8.09K$2.54M0.4%−$59.1KAdded$2.31M
Expedia Group, Inc.EXPE10.9K$2.52M0.4%−$573.2KCut−$5.9M
Fox Corp42.4K$2.48M0.4%−$621.9KCut−$5.85M
Cvs Health CorpCVS34.4K$2.47M0.4%−$259.1KCut−$4.87M
Welltower Inc.WELL12.4K$2.46M0.4%$150.4KCut−$3.75M
Monolithic Pwr Sys Inc2.24K$2.45M0.4%$418.9KCut−$3.02M
EXPAND ENERGY CorpEXE22.1K$2.43M0.4%−$12.8KCut−$4.19M
Mckesson CorpMCK2.76K$2.39M0.4%$124.3KCut−$3.65M
Evergy, Inc.EVRG29K$2.38M0.4%$273.5KCut−$3.28M
Bank America Corp47.6K$2.32M0.4%−$297.5KCut−$4.73M
Quest Diagnostics IncDGX11.8K$2.31M0.4%$264.3KCut−$3.25M
Amphenol Corp New16.7K$2.12M0.4%−$147.2KCut−$3.74M
Nrg Energy, Inc.NRG13.9K$2.04M0.3%−$182.7KCut−$3.61M
3M COMMM14K$2.03M0.3%−$207.9KCut−$3.79M
Wec Energy Group, Inc.WEC17K$1.97M0.3%$175.6KCut−$2.75M
General Mtrs Co24.2K$1.8M0.3%−$165.1KCut−$3.16M
Ishares S&P Gsci Commodity-54.4K$1.75M0.3%$499.7KCut$298.5K
Raymond James Finl Inc9.01K$1.3M0.2%−$142.3KCut−$2.19M
AbbVie Inc.ABBV4.76K$1.04M0.2%−$52.3KCut−$1.43M
Adobe Inc.ADBE3.12K$680.9K0.1%−$89.1KAdded$444K
Alliant Energy CorpLNT4.88K$455.3K0.1%$97.6KAdded$230.4K
Versigent PLCVGNT14.3K$454.1K0.1%New
Dell Technologies Inc.DELL2.51K$412.1K0.1%$96KCut−$4.31M
Dow Inc.DOW9.38K$390.7K0.1%New
Factset Resh Sys Inc1.79K$389.5K0.1%−$59.1KAdded$155K
International Business Machs1.57K$381.3K0.1%−$84.7KCut−$7.05M
Intuit Inc.INTU861$372.3K0.1%−$81KAdded$139.1K
Tyler Technologies IncTYL1.08K$369.8K0.1%−$53.4KAdded$152.3K
APA CorpAPA8.54K$362.4K0.1%$153.6KHeld
Epam Sys Inc2.65K$358.3K0.1%−$81.9KAdded$116.7K
Occidental Pete Corp5.46K$354.7K0.1%$130.3KHeld
Oneok Inc /New/OKE3.88K$350.6K0.1%New
First Solar, Inc.FSLR1.76K$348K0.1%−$112.8KCut−$7.2M
Bristol-Myers Squibb Co5.72K$346.9K0.1%New
Workday, Inc.WDAY2.66K$345.6K0.1%New
Echostar CorpECHO2.92K$341.7K0.1%New
Broadcom Inc.AVGO1.1K$340.5K0.1%−$40.2KCut−$5.25M
Align Technology IncALGN1.98K$339.8K0.1%New
Iqvia Hldgs Inc1.99K$339.2K0.1%−$53.6KAdded$119.2K
Halliburton CoHAL8.69K$338.9K0.1%$93.3KHeld
Kkr & Co Inc3.66K$338.5K0.1%−$65KAdded$101.6K
Arista Networks, Inc.ANET2.75K$338K0.1%−$22.7KCut−$4.68M
Air Prods & Chems Inc1.16K$337.8K0.1%$37.5KAdded$124.7K
Spdr Gold Tr785$337.8K0.1%$26.7KCut−$218.2K
Devon Energy Corp New6.69K$336.7K0.1%$91.6KHeld
At&T Inc11.6K$336.3K0.1%$36KAdded$120.8K
Qualcomm Inc2.6K$335.5K0.1%−$56.2KAdded$108K
Fidelity Natl Information Sv7.13K$334.5K0.1%−$70.1KAdded$96.1K
Texas Pacific Land Corporati698$331.2K0.1%$130.8KCut$117.6K
Exxon Mobil Corp1.95K$330.2K0.1%$96KHeld
Humana IncHUM1.9K$329.6K0.1%−$70.6KAdded$111.1K
Ares Management Corporation3.02K$329.4K0.1%−$67.1KAdded$122.8K
Paypal Hldgs Inc7.27K$328.7K0.1%New
Nisource Inc.NI7.04K$328.3K0.1%$34.5KCut−$3.1M
GoDaddy Inc.GDDY3.96K$327.5K0.1%−$71.3KAdded$113.7K
The Campbells Company14.7K$326.5K0.1%−$41.1KAdded$122.1K
Lauder Estee Cos Inc4.54K$326.2K0.1%−$72.6KAdded$95.6K
BXP, Inc.BXP6.26K$325.2K0.1%−$50.2KAdded$107.9K
Qnity Electronics, Inc.Q2.81K$324.4K0.1%$88.6KAdded$110K
Hp IncHPQ16.9K$324.1K0.1%New
F5, Inc.FFIV1.12K$323.5K0.1%$31.4KAdded$88.4K
Broadridge Finl Solutions In1.98K$321.7K0.1%−$59.1KAdded$104.3K
Chevron Corp NewCVX1.55K$320.3K0.1%$84.3KHeld
Gen Digital Inc17K$320.1K0.1%−$72.9KAdded$83K
Kenvue Inc.KVUE18.5K$319K0.1%New
DoorDash, Inc.DASH2.12K$317.7K0.1%−$74.9KAdded$95.5K
Verizon Communications IncVZ6.33K$317.7K0.1%$52.4KAdded$92.6K
ConocophillipsCOP2.4K$316.9K0.1%$92.2KHeld
Vanguard Index Fds530$316.7K0.1%−$15.7KHeld
Old Dominion Freight Line In1.62K$316.5K0.1%New
Mondelez Intl Inc5.49K$316.4K0.1%$15KAdded$104.7K
Entergy Corp New2.81K$316.1K0.1%$56.1KCut−$5.52M
Kroger CoKR4.35K$314.8K0.1%$34.7KAdded$95.2K
Targa Res Corp1.25K$313.2K0.1%$82.7KHeld
Bunge Global SaBG2.44K$310.9K0.1%$93.2KHeld
Applovin CorpAPP780$310.4K0.1%−$215.1KCut−$7.68M
ServiceNow, Inc.NOW2.96K$309.4K0.1%−$64.4KAdded$106.4K
T-Mobile Us Inc1.47K$308.1K0.1%$7.44KAdded$92.1K
Lyondellbasell Industries N3.81K$307K0.1%New
CARRIER GLOBAL CorpCARR5.44K$306.2K0.1%$14.1KAdded$90.9K
Robinhood Mkts Inc4.41K$305.3K0.1%New
Coterra Energy Inc8.68K$305.1K0.1%$76.6KHeld
Regeneron Pharmaceuticals, Inc.REGN391$302.1K0.1%New
Akamai Technologies IncAKAM2.61K$300.1K0.1%$72.1KHeld
Corteva, Inc.CTVA3.58K$299.9K0.1%$59.8KHeld
NIKE, Inc.NKE5.65K$298.3K0.1%−$38.8KAdded$71.3K
Coherent Corp.COHR1.25K$298.2K0.1%New
Target CorpTGT2.46K$298.2K0.1%$57.7KHeld
Hershey CoHSY1.43K$297.7K0.1%$31.8KAdded$74K
Procter And Gamble CoPG2.06K$297K0.1%$1.71KAdded$79.7K
Lockheed Martin CorpLMT491$296.8K0.1%$59.3KHeld
Comcast Corp New10.3K$295.3K0.1%−$9.4KAdded$57.1K
Skyworks Solutions, Inc.SWKS5.51K$295.1K0.1%New
Lennar Corp3.39K$294.7K0.1%New
Paramount Skydance CorpPSKY32.6K$294.3K0.1%−$64.7KAdded$96.4K
Equinix IncEQIX300$294.1K0.1%$64.2KHeld
Colgate Palmolive CoCL3.43K$292.6K0.1%$17.3KAdded$72.3K
Universal Hlth Svcs Inc1.63K$292.4K0.1%−$63.8KCut−$4.81M
Crowdstrike Hldgs Inc749$292.4K0.1%−$58.7KCut−$5M
Clorox Co Del2.81K$291.7K0.1%$6.13KAdded$71K
Autozone IncAZO86$290.5K0.0%−$823Added$87K
Davita Inc.DVA1.89K$290.5K0.0%$75.8KHeld
Fair Isaac CorpFICO272$290.4K0.0%−$78.5KAdded$77.4K
Take-Two Interactive Softwar1.47K$290.1K0.0%−$86KCut−$5.85M
Keurig Dr Pepper Inc.KDP11K$290.1K0.0%New
Boston Scientific CorpBSX4.62K$290K0.0%−$74.3KAdded$72.7K
Fedex CorpFDX812$289.2K0.0%$54.7KHeld
Palantir Technologies Inc.PLTR1.97K$288.8K0.0%−$62.1KCut−$5.35M
Phillips 66PSX1.58K$288.6K0.0%$84.2KHeld
Las Vegas Sands CorpLVS5.35K$288.4K0.0%−$60KCut−$4.13M
Norwegian Cruise Line Hldg L15.4K$288.3K0.0%−$39.9KAdded$42.1K
Marathon Pete Corp1.17K$285.9K0.0%New
Lennox Intl Inc616$285.9K0.0%−$9.59KAdded$68.8K
Best Buy Co IncBBY4.45K$285.5K0.0%New
Diamondback Energy, Inc.FANG1.44K$284.8K0.0%$68.3KHeld
Dexcom IncDXCM4.53K$284.3K0.0%New
Chipotle Mexican Grill IncCMG8.87K$283.8K0.0%New
Meta Platforms, Inc.META493$282.1K0.0%−$32KAdded$41.8K
Eog Res Inc1.95K$281.6K0.0%$77.1KHeld
Consolidated Edison IncED2.49K$281.6K0.0%$34.5KHeld
Datadog, Inc.DDOG2.38K$281.4K0.0%−$42.8KCut−$4.96M
Wynn Resorts LtdWYNN2.77K$281.2K0.0%−$52KCut−$2.12M
Synopsys IncSNPS709$281.1K0.0%New
Equifax IncEFX1.56K$280.9K0.0%−$38.5KAdded$54.8K
Edison Intl3.83K$280.6K0.0%$50.5KHeld
BlackRock, Inc.BLK291$279.9K0.0%−$31.6KCut−$1.7M
United Parcel Service IncUPS2.84K$279.2K0.0%New
Pg&E Corp15.8K$277.9K0.0%$21.9KAdded$43.4K
Builders FirstSource, Inc.BLDR3.36K$276.9K0.0%New
Jpmorgan Chase & Co.941$276.8K0.0%−$26.4KCut−$7.5M
Garmin LtdGRMN1.19K$276.6K0.0%$32.3KAdded$52.2K
Pepsico IncPEP1.78K$276.1K0.0%New
Teledyne Technologies IncTDY456$275.9K0.0%$43KHeld
Viatris IncVTRS20.4K$275.6K0.0%$21.6KHeld
Pfizer IncPFE9.79K$275K0.0%New
L3harris Technologies Inc796$274.7K0.0%$41.1KHeld
RTX CorpRTX1.42K$273.3K0.0%$12.5KAdded$32.4K
Tyson Foods, Inc.TSN4.26K$272.9K0.0%$21.3KAdded$43.4K
Ebay IncEBAY3K$272.7K0.0%$10.8KAdded$33.8K
Csx CorpCSX6.64K$272.7K0.0%$29.4KAdded$50.3K
Merck & Co., Inc.MRK2.26K$272.3K0.0%New
Hasbro, Inc.HAS2.91K$272.3K0.0%$31.3KAdded$51.2K
Ball CorpBALL4.6K$272.1K0.0%$28.3KHeld
Iron Mtn Inc Del2.66K$272K0.0%$51.1KHeld
Altria Group, Inc.MO4.12K$271.7K0.0%$31.6KAdded$53K
Williams Cos Inc3.73K$271.5K0.0%$47.3KHeld
Slb Limited/NvSLB5.28K$271.2K0.0%New
Kinder Morgan Inc Del8.07K$270.7K0.0%$48.8KHeld
Archer-Daniels-Midland CoADM3.72K$270.4K0.0%$56.5KHeld
Marsh & Mclennan Cos Inc1.56K$270.1K0.0%−$14.5KAdded$47.4K
Weyerhaeuser Co Mtn BeWY11K$269.9K0.0%$7.49KAdded$30.1K
lululemon athletica inc.LULU1.76K$269.9K0.0%New
Quanta Svcs Inc491$269.6K0.0%$62.3KHeld
Deere & CoDE478$269.3K0.0%$46.7KHeld
Linde PlcLIN543$269.2K0.0%$37.7KHeld
Ross Stores, Inc.ROST1.24K$267.8K0.0%$45.1KHeld
Deckers Outdoor CorpDECK2.67K$267.5K0.0%New
DuPont de Nemours, Inc.DD5.83K$267K0.0%$29.8KAdded$53.4K
Nordson CorpNDSN1K$266.9K0.0%$23.7KAdded$44.9K
Exelon CorpEXC5.44K$266.8K0.0%$27KAdded$50.4K
Hubbell IncHUBB543$266.5K0.0%$25.3KHeld
Church & Dwight Co Inc2.85K$266.3K0.0%$24.9KAdded$45.5K
Johnson & JohnsonJNJ1.08K$263.8K0.0%$40.5KHeld
Firstenergy CorpFE5.2K$263.5K0.0%$30.6KHeld
Smurfit Westrock PlcSW6.6K$263.1K0.0%$7.2KAdded$27.2K
Honeywell Intl Inc1.16K$262.6K0.0%$36KHeld
Constellation Brands, Inc.STZ1.74K$260.9K0.0%$19.2KAdded$40.9K
Nextera Energy Inc2.81K$260.7K0.0%$32.7KAdded$52.6K
International Flavors&Fragra3.59K$260.5K0.0%$17KAdded$38.7K
Salesforce, Inc.CRM1.39K$260K0.0%New
Hilton Worldwide Hldgs Inc854$259.7K0.0%$13.2KAdded$34.2K
Waste Mgmt Inc Del1.13K$259.2K0.0%$10.4KAdded$31.8K
Host Hotels & Resorts, Inc.HST13.5K$258.2K0.0%$17.8KAdded$37.8K
Keycorp12.9K$257.8K0.0%−$6.92KAdded$15.6K
Darden Restaurants IncDRI1.31K$257.8K0.0%$15.8KHeld
Omnicom Group Inc.OMC3.42K$257.2K0.0%−$17.1KAdded$3.71K
Chubb Limited788$256.8K0.0%$10.9KHeld
Motorola Solutions, Inc.MSI591$256.5K0.0%$29.9KHeld
Coca Cola CoKO3.37K$256K0.0%$19.1KAdded$38.6K
Sempra2.63K$255.9K0.0%$21.4KAdded$43.3K
Analog Devices IncADI804$255.8K0.0%$37.7KHeld
Costco Whsl Corp New256$255.1K0.0%$34.3KHeld
Pinnacle West Cap Corp2.53K$254.5K0.0%$30.4KHeld
American Wtr Wks Co Inc New1.87K$254.1K0.0%$9.49KAdded$32.5K
Royal Caribbean Group923$254K0.0%New
Philip Morris Intl Inc1.53K$253.3K0.0%$7.57KHeld
Fastenal CoFAST5.46K$253.2K0.0%$34.2KHeld
Live Nation Entertainment In1.66K$252.9K0.0%$16.6KHeld
Dover CorpDOV1.21K$252.8K0.0%$16KHeld
Packaging Corp Amer1.19K$252.8K0.0%$7.13KHeld
Simon Ppty Group Inc New1.35K$252.7K0.0%$1.75KAdded$25.2K
Intuitive Surgical IncISRG547$252.2K0.0%New
Parker-Hannifin CorpPH281$251.6K0.0%$4.2KAdded$24.8K
Ametek Inc/AME1.17K$251.2K0.0%$10.6KHeld
Mgm Resorts InternationalMGM6.78K$251.1K0.0%$3.22KAdded$25.1K
Mosaic Co NewMOS9.84K$250.9K0.0%$12.8KAdded$32.5K
Ww Grainger Inc230$250.9K0.0%$18.8KHeld
Aes CorpAES17.8K$250.8K0.0%−$4.05KAdded$18.5K
Everest Group, Ltd.EG767$250.7K0.0%−$8.81KAdded$11.5K
Pnc Finl Svcs Group Inc1.2K$250.3K0.0%−$708Added$19.7K
Goldman Sachs Group Inc295$249.6K0.0%−$8.91KAdded$12.2K
Globe Life Inc1.79K$249.1K0.0%−$1.23KHeld
Centerpoint Energy IncCNP5.77K$248.9K0.0%$27.8KHeld
Fortive CorpFTV4.5K$248.8K0.0%$287Added$22.2K
Waters Corp834$248.4K0.0%New
Digital Rlty Tr Inc1.38K$248.1K0.0%$35.1KHeld
Tjx Cos Inc New1.55K$248K0.0%$9.46KHeld
Mcdonalds CorpMCD798$248K0.0%$3.77KAdded$24.9K
Fifth Third Bancorp5.34K$247.9K0.0%−$1.71KAdded$19.2K
Paccar IncPCAR2.15K$247.9K0.0%$12.9KHeld
Federal Rlty Invt Tr New2.33K$247.8K0.0%$12.6KHeld
Eaton Corp PlcETN692$247.5K0.0%$27.1KHeld
Electronic Arts Inc.EA1.21K$247.1K0.0%−$507Added$22.1K
Interactive Brokers Group In3.68K$247K0.0%$9.34KAdded$29.3K
Intercontinental Exchange In1.57K$246.8K0.0%−$6.69KAdded$15.2K
Southern Co2.56K$246.7K0.0%$23.8KHeld
Ppl Corp6.46K$246.7K0.0%$20.5KHeld
Eversource EnergyES3.56K$246.6K0.0%$6.4KAdded$25.5K
Ameren CorpAEE2.24K$246.3K0.0%$22.5KHeld
TKO Group Holdings, Inc.TKO1.22K$245.8K0.0%−$8.22KAdded$11.9K
Vistra Corp.VST1.63K$245.6K0.0%−$16.5KAdded$4.13K
Travelers Companies, Inc.TRV842$245.6K0.0%$1.25KAdded$21.4K
M & T Bk Corp1.19K$245.6K0.0%$6.22KHeld
Textron IncTXT2.8K$245.4K0.0%$1.09KHeld
Texas Instrs Inc1.26K$245.4K0.0%$26.1KHeld
Extra Space Storage Inc.EXR1.87K$244.8K0.0%$1.54KAdded$24.7K
American Express CoAXP809$244.7K0.0%−$54.6KCut−$6M
Us Bancorp Del4.7K$244.4K0.0%−$5.8KAdded$15.1K
Avery Dennison CorpAVY1.42K$244.3K0.0%−$11.9KAdded$9.9K
Republic Svcs Inc1.11K$244.2K0.0%$7.28KAdded$26.6K
Cme Group Inc.CME826$244K0.0%$18.4KHeld
Hologic Inc3.23K$243.9K0.0%$3.23KAdded$25K
Principal Financial Group In2.71K$243.8K0.0%$5.14KHeld
Regency Ctrs Corp3.22K$243.6K0.0%$21.3KHeld
General Dynamics CorpGD709$243.3K0.0%$4.25KAdded$25.2K
Citizens Finl Group Inc4.06K$243.3K0.0%$6.33KHeld
Kimco Rlty Corp10.8K$243.2K0.0%$23.8KHeld
Smith A O CorpAOS3.69K$243.2K0.0%−$3.18KAdded$16.6K
Snap-on IncSNA669$243K0.0%$12.5KHeld
Synchrony Financial3.57K$242.9K0.0%−$50.1KAdded−$28.6K
Hewlett Packard Enterprise C10.2K$242.1K0.0%−$2.13KHeld
Prologis Inc.1.83K$241.6K0.0%$8.26KHeld
Cadence Design System Inc869$241.5K0.0%−$30.2KCut−$2.96M
Verisign Inc972$241.4K0.0%$4.78KAdded$26.9K
Block Inc4.01K$241.3K0.0%−$18KAdded$2.18K
Idex Corp1.27K$241.3K0.0%$14.8KHeld
Sysco CorpSYY3.38K$241.2K0.0%−$7.33KAdded$12.4K
Public Storage Oper Co890$241.1K0.0%$9.16KAdded$32.2K
Franklin Resources IncBEN10.2K$241K0.0%−$2.75KHeld
Loews CorpL2.26K$240.9K0.0%$2.96KAdded$22.8K
Duke Energy Corp New1.84K$240.5K0.0%$25.2KHeld
Invesco Ltd.IVZ9.89K$240.3K0.0%−$17.9KAdded$2.59K
Masco Corp3.98K$240.1K0.0%−$11.3KAdded$8.78K
News Corp New9.6K$239.2K0.0%−$10.4KAdded$10.6K
Illinois Tool Wks Inc919$239.2K0.0%$12.9KHeld
Regions Financial Corp New9.16K$239.2K0.0%−$8.23KAdded$11.5K
Dte Energy Co1.63K$238.9K0.0%$28.2KHeld
American Intl Group Inc3.17K$238.9K0.0%−$29.9KAdded−$9.69K
Amgen IncAMGN679$238.9K0.0%$16.7KHeld
Fortinet, Inc.FTNT2.92K$238.5K0.0%$6.17KAdded$26.4K
Trane Technologies PlcTT572$238.4K0.0%$15.8KHeld
Cardinal Health IncCAH1.13K$238.1K0.0%$6.55KHeld
Williams Sonoma IncWSM1.31K$238.1K0.0%$4.88KHeld
Dominion Energy, IncD3.85K$238K0.0%$12.4KHeld
Norfolk Southn Corp829$237.9K0.0%−$1.3KAdded$20.2K
Zimmer Biomet Holdings, Inc.ZBH2.63K$237.4K0.0%$1.2KAdded$22.4K
Union Pac Corp978$237.3K0.0%$11.1KHeld
Corpay, Inc.CPAY815$237.2K0.0%−$7.41KAdded$13K
Emerson Elec Co1.81K$237.1K0.0%−$2.99KAdded$4.09K
Constellation Energy CorpCEG849$237.1K0.0%−$62.8KCut−$5.38M
Northern Tr Corp1.7K$237K0.0%$5.06KHeld
Boeing Co1.19K$236.8K0.0%−$19.8KAdded−$900
Realty Income CorpO3.87K$236.8K0.0%$18.6KHeld
Cms Energy Corp3.05K$236.7K0.0%$23.3KHeld
Airbnb, Inc.ABNB1.87K$236.6K0.0%−$17.7KHeld
Carnival Corp Ltd.CCL9.14K$236.4K0.0%−$38.7KAdded−$17K
Ge Aerospace832$236.1K0.0%−$18.6KAdded$454
American Tower Corp New1.36K$235.6K0.0%−$3.73KAdded$16.8K
Healthpeak Properties, Inc.DOC14.3K$235.5K0.0%$4.55KAdded$26.5K
Starbucks CorpSBUX2.63K$235.4K0.0%$14.1KHeld
Expeditors Intl Wash Inc1.64K$235.3K0.0%−$8.68KAdded$11.5K
Ingersoll Rand Inc.IR2.94K$235.3K0.0%$2.64KHeld
Sherwin Williams CoSHW733$235K0.0%−$2.31KAdded$20.1K
Charles Riv Labs Intl Inc1.36K$234.9K0.0%−$34.1KAdded−$17.4K
Vertex Pharmaceuticals Inc526$234.9K0.0%New
Hartford Insurance Group Inc1.73K$234.4K0.0%−$4.45KHeld
Xcel Energy Inc2.95K$234.3K0.0%$16.5KHeld
Public Svc Enterprise Grp In2.89K$234.3K0.0%$1.88KHeld
Eqt CorpEQT3.68K$234.3K0.0%New
Morgan Stanley1.42K$234K0.0%−$16.8KAdded$4.12K
Vici Pptys Inc8.56K$234K0.0%−$6.25KAdded$14.1K
Labcorp Holdings Inc.LH874$233.2K0.0%$13.9KHeld
Henry Schein IncHSIC3.16K$233.2K0.0%−$5.95KHeld
Arch Cap Group Ltd2.43K$233.2K0.0%$170Held
Schwab Charles Corp2.48K$232.8K0.0%−$14.7KHeld
Equity ResidentialEQR3.93K$232.6K0.0%−$13.9KAdded$6.7K
Yum Brands IncYUM1.5K$232.4K0.0%$6.28KHeld
Willis Towers Watson PlcWTW799$232.3K0.0%−$27.6KAdded−$6.95K
Aon plcAON719$232.1K0.0%−$19.7KAdded$943
Smucker J M Co2.4K$231.9K0.0%−$3KAdded$17.4K
Nvidia CorpNVDA1.33K$231.8K0.0%−$14.8KAdded$4.43K
Ecolab Inc.ECL871$231.7K0.0%$3.05KHeld
Microchip Technology Inc.3.58K$231.2K0.0%$3.19KHeld
Cooper Cos Inc3.23K$231.2K0.0%−$30.8KAdded−$9.8K
Truist Finl Corp5.03K$231.1K0.0%−$14.9KAdded$4.18K
Conagra Brands Inc.CAG14.7K$230.7K0.0%−$21.1KAdded$904
Amcor Plc Com New5.8K$230.6K0.0%New
Cincinnati Finl Corp1.47K$230.5K0.0%−$8.01KAdded$11.3K
Advanced Micro Devices IncAMD1.13K$230.5K0.0%−$10.7KAdded$16.1K
Prudential Finl Inc2.35K$229.9K0.0%−$32.5KAdded−$11.7K
Zoetis Inc.ZTS1.94K$229.4K0.0%−$13.5KAdded$5.49K
Ppg Inds Inc2.15K$229.4K0.0%$9.48KHeld
UDR, Inc.UDR6.79K$229.2K0.0%−$18KAdded$1.89K
Cencora, Inc.COR727$228.4K0.0%−$15.7KAdded$4.11K
Stanley Black & Decker, Inc.SWK3.21K$228.1K0.0%−$10.3KHeld
Biogen Inc.BIIB1.24K$228.1K0.0%$9.13KHeld
Mastercard IncMA456$227.8K0.0%−$29.3KAdded−$7.36K
Essex Ppty Tr Inc941$227.7K0.0%−$16.9KAdded$2.68K
Allstate Corp1.1K$227.7K0.0%−$890Held
Assurant Inc1.04K$227.6K0.0%−$24.1KHeld
Cigna GroupCI852$227.3K0.0%−$6.63KAdded$12K
Metlife Inc3.21K$227.2K0.0%−$24.1KAdded−$4.06K
Oreilly Automotive Inc2.46K$227K0.0%$2.47KAdded$22.1K
Camden Ppty Tr2.32K$226.4K0.0%−$26.2KAdded−$6.22K
Delta Air Lines Inc DelDAL3.4K$226K0.0%−$9.92KHeld
Henry Jack & Assoc Inc1.43K$225.8K0.0%−$31.3KAdded−$7.92K
Hormel Foods Corp9.97K$225.7K0.0%−$10.5KHeld
Baxter Intl Inc13.4K$225.3K0.0%−$28.1KAdded−$7.32K
Berkley W R Corp3.4K$225.1K0.0%−$11.9KAdded$8.21K
Crown Castle Inc.CCI2.76K$224.7K0.0%−$18.9KAdded$2.03K
Martin Marietta Matls Inc381$224.3K0.0%−$12.9KHeld
Aflac IncAFL2.04K$223.8K0.0%−$1.14KHeld
Nasdaq, Inc.NDAQ2.63K$223.6K0.0%−$32.2KHeld
Home Depot, Inc.HD675$222K0.0%−$9.35KAdded$10.4K
Stryker CorpSYK675$221.8K0.0%−$13.8KAdded$9.86K
Veralto CorpVLTO2.51K$221.6K0.0%−$25.6KAdded−$3.12K
Erie Indty Co881$221.4K0.0%−$27.9KAdded−$5.05K
Cintas CorpCTAS1.31K$221.2K0.0%−$22.7KAdded−$4.26K
Netflix IncNFLX2.3K$221.1K0.0%$5.5KHeld
MSCI Inc.MSCI410$221K0.0%−$14.2KHeld
Lowes Cos Inc934$220.7K0.0%−$4.56KHeld
Te Connectivity PlcTEL1.05K$220.5K0.0%−$17.7KAdded$2.33K
United Airls Hldgs Inc2.4K$220.5K0.0%−$42.6KAdded−$20.7K
Eli Lilly & CoLLY239$219.8K0.0%−$33.9KAdded−$15.5K
Otis Worldwide CorpOTIS2.85K$219.7K0.0%−$26.4KAdded−$4.81K
Edwards Lifesciences CorpEW2.74K$219.3K0.0%−$14.2KHeld
Sba Communications Corp NewSBAC1.27K$219.1K0.0%−$24.9KAdded−$6.83K
Ameriprise Finl Inc493$219.1K0.0%−$22.6KHeld
Visa Inc.V724$218.8K0.0%−$31.8KAdded−$11.2K
Apple Inc.AAPL862$218.8K0.0%−$14.1KAdded$6.17K
Crh Plc2.08K$218.5K0.0%−$37.2KAdded−$17.3K
Molson Coors Beverage Co5.07K$218.4K0.0%−$18.4KHeld
International Paper Co6.11K$218.3K0.0%−$20.6KAdded−$2.04K
Alexandria Real Estate Eq In4.7K$218.3K0.0%−$11.8KHeld
Avalonbay Cmntys Inc1.33K$218.1K0.0%−$21.9KAdded−$2.94K
United Rentals, Inc.URI299$217.8K0.0%−$22KAdded−$2.3K
Mid-Amer Apt Cmntys Inc1.78K$217.5K0.0%−$27.4KAdded−$8.93K
Nvr IncNVR33$217.5K0.0%−$21.1KAdded−$1.32K
Danaher Corporation1.15K$217.3K0.0%New
Brown Forman Corp8.21K$217K0.0%New
STERIS plcSTE981$216.9K0.0%−$28.9KAdded−$9.46K
Mettler Toledo International Inc/MTD172$216.9K0.0%−$20.6KAdded$827
Vulcan Matls Co796$216.8K0.0%−$10.3KHeld
Fox Corp4.08K$216.6K0.0%−$43.9KAdded−$24.4K
Wells Fargo Co New2.72K$216.5K0.0%−$33.4KAdded−$12.3K
West Pharmaceutical Svsc Inc863$216.3K0.0%−$19.2KAdded$317
Revvity, Inc.RVTY2.46K$215.3K0.0%−$20.3KAdded$173
Tractor Supply Co4.75K$215.2K0.0%−$20KAdded$3.18K
Copart IncCPRT6.48K$215.1K0.0%−$34.4KAdded−$11.5K
S&P Global Inc.SPGI505$214.8K0.0%−$44.5KAdded−$24.5K
Palo Alto Networks IncPANW1.34K$214.7K0.0%−$28.3KAdded−$3.24K
Transdigm Group IncTDG185$214.4K0.0%−$28.5KAdded−$7.68K
Elevance Health Inc Formerly732$214.3K0.0%New
Huntington Bancshares Inc13.7K$214K0.0%−$23.3KHeld
Pulte Group Inc1.82K$213.6K0.0%$636Held
Tesla, Inc.TSLA574$213.4K0.0%−$40.5KAdded−$20K
Global Pmts Inc3.17K$213.1K0.0%−$29KAdded−$9.46K
Jacobs Solutions Inc.J1.67K$212.3K0.0%−$8.64KHeld
NetApp, Inc.NTAP2.07K$211.9K0.0%−$9.73KHeld
Disney Walt Co2.2K$211.9K0.0%−$38.2KHeld
Cbre Group, Inc.CBRE1.56K$211.6K0.0%−$35.6KAdded−$14.5K
Paychex IncPAYX2.3K$211.5K0.0%−$41.1KAdded−$18.2K
PENTAIR plcPNR2.43K$211.4K0.0%−$37.3KAdded−$16.5K
Kraft Heinz CoKHC9.37K$210.7K0.0%−$16.5KHeld
Amazon Com IncAMZN1.01K$210.6K0.0%−$22.8KHeld
Genuine Parts CoGPC1.99K$210.4K0.0%−$30.6KAdded−$8.18K
Invitation Homes Inc.INVH8.46K$210.2K0.0%−$24.9KHeld
Zebra Technologies Corporati1K$209.3K0.0%−$30.2KAdded−$8.28K
Moodys Corp479$209K0.0%−$35.7KHeld
Ptc Inc.PTC1.47K$208.7K0.0%−$41.5KAdded−$18.9K
Roper Technologies IncROP588$208.1K0.0%−$47.8KAdded−$25.2K
Thermo Fisher Scientific Inc.TMO423$207.9K0.0%−$33.5KAdded−$12.9K
Resmed Inc921$206.7K0.0%−$15.1KHeld
Uber Technologies, IncUBER2.87K$206.7K0.0%−$25.1KAdded−$2.7K
Booking Holdings Inc.BKNG49$206.3K0.0%−$50.4KAdded−$29.3K
D R Horton Inc1.5K$205.8K0.0%New
Gallagher Arthur J & Co950$205.8K0.0%−$40.1KHeld
Centene Corp Del6.28K$205.7K0.0%−$48.1KAdded−$29.8K
Abbott LabsABT2K$205.1K0.0%−$40.6KAdded−$19.6K
NXP Semiconductors N.V.NXPI1.04K$204.9K0.0%−$21KHeld
Apollo Global Mgmt Inc1.84K$204.6K0.0%−$55KAdded−$34.4K
Brown & Brown, Inc.BRO3.12K$203.7K0.0%−$40.9KAdded−$21.4K
Microsoft CorpMSFT549$203.2K0.0%−$55.7KAdded−$34.2K
Dominos Pizza IncDPZ565$202.7K0.0%−$29.7KAdded−$10.7K
Pool CorpPOOL995$201.3K0.0%−$23.6KAdded−$2.96K
Capital One Finl Corp1.1K$200.9K0.0%−$59.5KAdded−$39.6K
Becton Dickinson & CoBDX1.28K$200.8K0.0%−$42.6KAdded−$23.8K
Trimble Inc.TRMB3.08K$200.8K0.0%−$35.3KAdded−$9.83K
Cognizant Technology Solutio3.27K$200.6K0.0%−$62.8KAdded−$40K
Price T Rowe Group IncTROW2.22K$200.1K0.0%−$27.2KHeld

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.