COBBLESTONE CAPITAL ADVISORS LLC /NY/
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1033505
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.1B
Holdings
304
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
COBBLESTONE CAPITAL ADVISORS LLC /NY/ disclosed 304 positions worth $2.1B in its Form 13F-HR for Q3 2025. During the quarter the fund opened 7 new positions and exited 5 — including a new stake in $TFC and a full exit from $NVO. The portfolio is most concentrated in Other (54.2% of disclosed assets). All figures are sourced directly from COBBLESTONE CAPITAL ADVISORS LLC /NY/’s Form 13F-HR filing with the SEC under CIK 1033505.
AI Fund Analysis
StableISHARES TR
8.8% weight
Held 7 quarters
ISHARES TR
8.6% weight
Held 7 quarters
ISHARES TR
5.5% weight
Held 7 quarters
$AAPL4.2% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
4.2% weight
Held 7 quarters
DIMENSIONAL ETF TRUST
6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
$RSG6 quarters accumulating
SCHWAB STRATEGIC TR
6 quarters accumulating
INVESCO EXCH TRADED FD TR
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryReal EstateHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$184.1M2,229,835 shISHARES TR
—Quality
$178.7M1,227,179 shISHARES TR
—Quality
$114.2M4,937,659 sh- 76.1
Quality
$86.8M340,764 sh DIMENSIONAL ETF TRUST
—Quality
$86.7M2,762,854 sh- 83.7
Quality
$65.2M125,801 sh - 74.6
Quality
$63.9M291,136 sh - 80.2
Quality
$60.6M248,763 sh - 90.2
Quality
$58.5M313,274 sh J P MORGAN EXCHANGE TRADED F
—Quality
$57.3M1,206,529 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $184.1M | 2,229,835 |
| ISHARES TR | — | $178.7M | 1,227,179 |
| ISHARES TR | — | $114.2M | 4,937,659 |
| Apple Inc.$AAPL | 76.1 | $86.8M | 340,764 |
| DIMENSIONAL ETF TRUST | — | $86.7M | 2,762,854 |
 MICROSOFT CORP$MSFT | 83.7 | $65.2M | 125,801 |
 AMAZON COM INC$AMZN | 74.6 | $63.9M | 291,136 |
 Alphabet Inc.$GOOGL | 80.2 | $60.6M | 248,763 |
 NVIDIA CORP$NVDA | 90.2 | $58.5M | 313,274 |
| J P MORGAN EXCHANGE TRADED F | — | $57.3M | 1,206,529 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of COBBLESTONE CAPITAL ADVISORS LLC /NY/'s 304 positions.
Showing top 10 of 304 holdings.
Sector Allocation
Other
$1.1B
Technology
$343.6M
Financials
$222.6M
Consumer Discretionary
$139.4M
Real Estate
$48.1M
Healthcare
$46.3M
Industrials
$45.6M
Consumer Staples
$42.0M
Full Holdings — COBBLESTONE CAPITAL ADVISORS LLC /NY/ (Q3 2025)
All 304 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $184.1M | 8.8% | +1% | — |
| 2 | — | ISHARES TR | $178.7M | 8.6% | +2% | — |
| 3 | — | ISHARES TR | $114.2M | 5.5% | -2% | — |
| 4 | $AAPL | Apple Inc. | $86.8M | 4.2% | -1% | 76.1 |
| 5 | — | DIMENSIONAL ETF TRUST | $86.7M | 4.2% | +0% | — |
| 6 | $MSFT | MICROSOFT CORP | $65.2M | 3.1% | -1% | 83.7 |
| 7 | $AMZN | AMAZON COM INC | $63.9M | 3.1% | -2% | 74.6 |
| 8 | $GOOGL | Alphabet Inc. | $60.6M | 2.9% | -1% | 80.2 |
| 9 | $NVDA | NVIDIA CORP | $58.5M | 2.8% | -1% | 90.2 |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $57.3M | 2.8% | +1% | — |
| 11 | — | VANGUARD INDEX FDS | $48.9M | 2.4% | +1% | — |
| 12 | — | ISHARES INC | $47.8M | 2.3% | +1% | — |
| 13 | — | DOUBLELINE ETF TRUST | $47.4M | 2.3% | +0% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $47.1M | 2.3% | +0% | 64.5 |
| 15 | — | ISHARES TR | $44.8M | 2.1% | +0% | — |
| 16 |  $MKL | MARKEL GROUP INC. | $38.2M | 1.8% | -0% | 68.2 |
| 17 |  $V | VISA INC. | $35.9M | 1.7% | -0% | 83.5 |
| 18 | — | VANGUARD INDEX FDS | $30.6M | 1.5% | -1% | — |
| 19 |  $MCO | MOODYS CORP /DE/ | $28.1M | 1.4% | -0% | 81.3 |
| 20 | — | ISHARES TR | $24.0M | 1.1% | -1% | — |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $23.1M | 1.1% | -0% | — |
| 22 |  $BN | BROOKFIELD Corp /ON/ | $22.8M | 1.1% | -1% | — |
| 23 |  $AXP | AMERICAN EXPRESS CO | $22.5M | 1.1% | -0% | 73.2 |
| 24 | — | SCHWAB STRATEGIC TR | $21.0M | 1.0% | -0% | — |
| 25 | $RSG | REPUBLIC SERVICES, INC. | $20.2M | 1.0% | +0% | 72 |
| 26 |  $CPRT | COPART INC | $18.3M | 0.9% | -1% | 74.9 |
| 27 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $18.1M | 0.9% | +0% | — |
| 28 | — | HENRY JACK & ASSOC INC | $18.0M | 0.9% | -3% | — |
| 29 |  $GOOG | Alphabet Inc. | $17.6M | 0.8% | -1% | 80.2 |
| 30 |  $PCOR | PROCORE TECHNOLOGIES, INC. | $17.1M | 0.8% | +1% | 51.8 |
| 31 |  $PEP | PEPSICO INC | $16.2M | 0.8% | -0% | 62.7 |
| 32 |  $ORLY | O REILLY AUTOMOTIVE INC | $16.2M | 0.8% | +0% | 72.7 |
| 33 | — | SPDR INDEX SHS FDS | $15.9M | 0.8% | -2% | — |
| 34 |  $IDXX | IDEXX LABORATORIES INC /DE | $15.8M | 0.8% | -0% | 73.6 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $15.1M | 0.7% | -0% | 67 |
| 36 |  $TJX | TJX COMPANIES INC /DE/ | $14.5M | 0.7% | +0% | 70.7 |
| 37 | — | VANGUARD INDEX FDS | $13.8M | 0.7% | -3% | — |
| 38 |  $BRK.A | BERKSHIRE HATHAWAY INC | $13.6M | 0.7% | +0% | 64.5 |
| 39 |  $BNL | Broadstone Net Lease, Inc. | $13.3M | 0.6% | +5% | 54 |
| 40 | — | SCHWAB STRATEGIC TR | $13.1M | 0.6% | -2% | — |
| 41 |  $AMT | AMERICAN TOWER CORP /MA/ | $11.7M | 0.6% | -0% | 69.8 |
| 42 |  $DEO | DIAGEO PLC | $11.5M | 0.6% | -6% | — |
| 43 | — | SCHWAB STRATEGIC TR | $10.8M | 0.5% | -1% | — |
| 44 | — | J P MORGAN EXCHANGE TRADED F | $10.7M | 0.5% | -3% | — |
| 45 |  $GHM | GRAHAM CORP | $10.3M | 0.5% | +0% | 53.6 |
| 46 |  $WFC | WELLS FARGO & COMPANY/MN | $10.1M | 0.5% | -5% | — |
| 47 | — | VANGUARD SCOTTSDALE FDS | $9.9M | 0.5% | +54% | — |
| 48 |  $CVS | CVS HEALTH Corp | $9.8M | 0.5% | +0% | 51.3 |
| 49 | — | ISHARES TR | $8.5M | 0.4% | +46% | — |
| 50 | — | ISHARES TR | $7.9M | 0.4% | +22% | — |
| 51 |  $PG | PROCTER & GAMBLE Co | $7.9M | 0.4% | -0% | 72.9 |
| 52 |  $PAYX | PAYCHEX INC | $6.3M | 0.3% | -2% | 75.1 |
| 53 |  $JPM | JPMORGAN CHASE & CO | $6.2M | 0.3% | +1% | 35.6 |
| 54 |  $XOM | EXXON MOBIL CORP | $5.4M | 0.3% | +0% | 61.8 |
| 55 | — | SPDR SERIES TRUST | $5.2M | 0.3% | +2% | — |
| 56 |  $CVX | CHEVRON CORP | $5.1M | 0.3% | +1% | 54.7 |
| 57 | — | ISHARES GOLD TR | $5.1M | 0.2% | +0% | — |
| 58 |  $SHOP | SHOPIFY INC. | $5.1M | 0.2% | -11% | — |
| 59 |  $JNJ | JOHNSON & JOHNSON | $5.1M | 0.2% | -0% | 72.8 |
| 60 | — | VANGUARD BD INDEX FDS | $5.0M | 0.2% | +1% | — |
| 61 |  $NFG | NATIONAL FUEL GAS CO | $4.3M | 0.2% | +0% | 80.4 |
| 62 | — | ISHARES TR | $4.2M | 0.2% | -0% | — |
| 63 | — | VANGUARD SCOTTSDALE FDS | $3.6M | 0.2% | +126% | — |
| 64 | — | SCHWAB STRATEGIC TR | $3.6M | 0.2% | +1% | — |
| 65 |  $GLW | CORNING INC /NY | $3.2M | 0.2% | -2% | 72.7 |
| 66 | — | SCHWAB STRATEGIC TR | $3.2M | 0.1% | -2% | — |
| 67 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3.0M | 0.1% | +0% | 66.4 |
| 68 |  $ORCL | ORACLE CORP | $3.0M | 0.1% | -6% | 67.2 |
| 69 | — | INVESCO EXCH TRADED FD TR II | $3.0M | 0.1% | +2% | — |
| 70 |  $MRK | Merck & Co., Inc. | $2.9M | 0.1% | +0% | 70.9 |
| 71 | — | SCHWAB STRATEGIC TR | $2.9M | 0.1% | +0% | — |
| 72 | — | ISHARES TR | $2.8M | 0.1% | +4% | — |
| 73 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.7M | 0.1% | +1% | 36.7 |
| 74 | — | ISHARES TR | $2.7M | 0.1% | +14% | — |
| 75 | — | ISHARES TR | $2.6M | 0.1% | +9% | — |
| 76 | — | ISHARES TR | $2.6M | 0.1% | +0% | — |
| 77 | — | ISHARES TR | $2.6M | 0.1% | -1% | — |
| 78 | — | ISHARES TR | $2.6M | 0.1% | -7% | — |
| 79 | — | WISDOMTREE TR | $2.5M | 0.1% | +2% | — |
| 80 |  $ABBV | AbbVie Inc. | $2.5M | 0.1% | +0% | 59.3 |
| 81 |  $META | Meta Platforms, Inc. | $2.4M | 0.1% | -1% | 80.9 |
| 82 |  $ET | Energy Transfer LP | $2.3M | 0.1% | +0% | 64.5 |
| 83 | — | VANGUARD INTL EQUITY INDEX F | $2.3M | 0.1% | +0% | — |
| 84 |  $PSX | Phillips 66 | $2.3M | 0.1% | +0% | 47.6 |
| 85 |  $MA | Mastercard Inc | $2.2M | 0.1% | +3% | 81.7 |
| 86 | — | SCHWAB STRATEGIC TR | $2.2M | 0.1% | -8% | — |
| 87 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.1M | 0.1% | +1% | 68.4 |
| 88 | — | SPDR SERIES TRUST | $2.1M | 0.1% | +4% | — |
| 89 |  $WPM | Wheaton Precious Metals Corp. | $2.0M | 0.1% | +1% | — |
| 90 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.1% | -1% | 71.7 |
| 91 |  $MCD | MCDONALDS CORP | $2.0M | 0.1% | +0% | 73.9 |
| 92 |  $KO | COCA COLA CO | $2.0M | 0.1% | +3% | 74 |
| 93 |  $CAT | CATERPILLAR INC | $1.9M | 0.1% | +0% | 67.8 |
| 94 |  $EMR | EMERSON ELECTRIC CO | $1.9M | 0.1% | +0% | 65.9 |
| 95 |  $HD | HOME DEPOT, INC. | $1.9M | 0.1% | -1% | 69.2 |
| 96 |  $RTX | RTX Corp | $1.8M | 0.1% | -0% | 70 |
| 97 | — | SPDR SERIES TRUST | $1.8M | 0.1% | +0% | — |
| 98 | — | ISHARES TR | $1.8M | 0.1% | +0% | — |
| 99 |  $GE | GENERAL ELECTRIC CO | $1.7M | 0.1% | +0% | 74.8 |
| 100 | — | VANGUARD INTL EQUITY INDEX F | $1.7M | 0.1% | +1% | — |
| 101 |  $CSCO | CISCO SYSTEMS, INC. | $1.7M | 0.1% | +1% | 72.3 |
| 102 | — | ISHARES TR | $1.6M | 0.1% | -1% | — |
| 103 |  $SYK | STRYKER CORP | $1.6M | 0.1% | -0% | 69.8 |
| 104 | — | ISHARES TR | $1.6M | 0.1% | +0% | — |
| 105 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.1% | +0% | — |
| 106 |  $QCOM | QUALCOMM INC/DE | $1.6M | 0.1% | -0% | 81.9 |
| 107 |  $LMT | LOCKHEED MARTIN CORP | $1.6M | 0.1% | -4% | 65 |
| 108 |  $AVGO | Broadcom Inc. | $1.6M | 0.1% | -2% | 86.4 |
| 109 |  $DKS | DICK'S SPORTING GOODS, INC. | $1.5M | 0.1% | -1% | 67.9 |
| 110 | — | AMERICAN CENTY ETF TR | $1.5M | 0.1% | +0% | — |
| 111 | — | VANGUARD INDEX FDS | $1.5M | 0.1% | -3% | — |
| 112 |  $YUM | YUM BRANDS INC | $1.5M | 0.1% | +0% | 71.7 |
| 113 |  $LIN | LINDE PLC | $1.5M | 0.1% | +0% | — |
| 114 |  $BA | BOEING CO | $1.4M | 0.1% | -1% | 51.8 |
| 115 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.1% | +0% | 66.7 |
| 116 |  $TD | TORONTO DOMINION BANK | $1.3M | 0.1% | -0% | — |
| 117 |  $WM | WASTE MANAGEMENT INC | $1.3M | 0.1% | +1% | 70.7 |
| 118 |  $TFC | TRUIST FINANCIAL CORP | $1.3M | 0.1% | NEW | — |
| 119 | — | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.1% | -0% | — |
| 120 | — | PIMCO ETF TR | $1.3M | 0.1% | -4% | — |
| 121 |  $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.1% | -0% | — |
| 122 |  $ETN | Eaton Corp plc | $1.3M | 0.1% | -1% | — |
| 123 |  $DIS | Walt Disney Co | $1.3M | 0.1% | -2% | 68.9 |
| 124 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.1% | +0% | 65.7 |
| 125 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 126 | — | SSGA ACTIVE ETF TR | $1.2M | 0.1% | -6% | — |
| 127 | — | VANGUARD STAR FDS | $1.2M | 0.1% | -6% | — |
| 128 |  $CCZ | COMCAST CORP | $1.2M | 0.1% | -1% | 70.4 |
| 129 |  $LLY | ELI LILLY & Co | $1.2M | 0.1% | -6% | 89.3 |
| 130 | — | ISHARES TR | $1.2M | 0.1% | -0% | — |
| 131 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.1% | +0% | 67 |
| 132 | — | AMERICAN CENTY ETF TR | $1.1M | 0.1% | -0% | — |
| 133 |  $WMT | Walmart Inc. | $1.1M | 0.1% | +0% | 63.2 |
| 134 |  $SO | SOUTHERN CO | $1.1M | 0.1% | -0% | 65.1 |
| 135 | — | ISHARES TR | $1.1M | 0.1% | +1% | — |
| 136 |  $PFE | PFIZER INC | $1.0M | 0.1% | -6% | 69 |
| 137 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.0M | 0.1% | +3% | 63.7 |
| 138 |  $BLK | BlackRock, Inc. | $1.0M | 0.1% | +5% | 70.3 |
| 139 | — | ISHARES TR | $1.0M | 0.1% | +0% | — |
| 140 |  $MCK | MCKESSON CORP | $1.0M | 0.1% | +0% | 63.7 |
| 141 |  $LOW | LOWES COMPANIES INC | $1.0M | 0.1% | +0% | 63.5 |
| 142 |  $NKE | NIKE, Inc. | $1.0M | 0.1% | -1% | 53.4 |
| 143 |  $KMB | KIMBERLY CLARK CORP | $973,804 | 0.1% | +1% | 61.7 |
| 144 |  $GEV | GE Vernova Inc. | $967,238 | 0.1% | -0% | 70.1 |
| 145 | — | ISHARES TR | $962,258 | 0.1% | +0% | — |
| 146 |  $UNH | UNITEDHEALTH GROUP INC | $961,661 | 0.1% | -12% | 66.8 |
| 147 | — | ISHARES TR | $958,623 | 0.1% | +0% | — |
| 148 |  $DE | DEERE & CO | $956,131 | 0.1% | +0% | 57.4 |
| 149 | — | ISHARES INC | $921,199 | 0.0% | +0% | — |
| 150 |  $BMY | BRISTOL MYERS SQUIBB CO | $910,500 | 0.0% | +1% | 70.1 |
| 151 |  $CCK | CROWN HOLDINGS, INC. | $899,447 | 0.0% | -0% | 61.9 |
| 152 | — | VANGUARD INDEX FDS | $898,626 | 0.0% | +0% | — |
| 153 |  $ITW | ILLINOIS TOOL WORKS INC | $894,929 | 0.0% | +1% | 71.2 |
| 154 | — | ISHARES TR | $875,352 | 0.0% | +0% | — |
| 155 | — | VANGUARD INDEX FDS | $872,891 | 0.0% | -2% | — |
| 156 |  $CCAP | Crescent Capital BDC, Inc. | $838,246 | 0.0% | +1% | — |
| 157 |  $NFLX | NETFLIX INC | $821,261 | 0.0% | +0% | 86.7 |
| 158 |  $ADP | AUTOMATIC DATA PROCESSING INC | $811,234 | 0.0% | +2% | 77.9 |
| 159 |  $ADBE | ADOBE INC. | $810,267 | 0.0% | -6% | 80.4 |
| 160 |  $WRB | BERKLEY W R CORP | $790,719 | 0.0% | +0% | 71.8 |
| 161 | — | ISHARES TR | $787,759 | 0.0% | +7% | — |
| 162 |  $STZ | CONSTELLATION BRANDS, INC. | $784,844 | 0.0% | -4% | 65 |
| 163 |  $KVUE | Kenvue Inc. | $763,268 | 0.0% | +0% | 60.2 |
| 164 | — | SPROTT ASSET MANAGEMENT LP | $759,599 | 0.0% | +0% | — |
| 165 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $756,501 | 0.0% | +3% | 66.5 |
| 166 |  $DUK | Duke Energy CORP | $748,722 | 0.0% | -1% | 64 |
| 167 | — | ISHARES TR | $746,889 | 0.0% | -1% | — |
| 168 | — | INVESCO QQQ TR | $746,319 | 0.0% | -2% | — |
| 169 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $736,488 | 0.0% | +5% | — |
| 170 |  $PM | Philip Morris International Inc. | $734,530 | 0.0% | -1% | 80.5 |
| 171 | — | ISHARES TR | $725,012 | 0.0% | -2% | — |
| 172 | — | ISHARES TR | $711,968 | 0.0% | +4% | — |
| 173 | — | ISHARES TR | $711,577 | 0.0% | -4% | — |
| 174 | — | ISHARES TR | $685,889 | 0.0% | +3% | — |
| 175 | — | CRH PLC | $662,808 | 0.0% | +0% | — |
| 176 |  $KKR | KKR & Co. Inc. | $657,937 | 0.0% | +0% | 49.8 |
| 177 |  $ISRG | INTUITIVE SURGICAL INC | $655,640 | 0.0% | +7% | 81.4 |
| 178 |  $WBS | WEBSTER FINANCIAL CORP | $641,256 | 0.0% | -1% | 60.2 |
| 179 | — | SPDR SERIES TRUST | $638,765 | 0.0% | +0% | — |
| 180 |  $CSX | CSX CORP | $630,161 | 0.0% | +2% | 66.4 |
| 181 |  $CRWD | CrowdStrike Holdings, Inc. | $619,350 | 0.0% | +13% | 55 |
| 182 |  $TT | Trane Technologies plc | $617,328 | 0.0% | +0% | — |
| 183 | — | ACCENTURE PLC IRELAND | $617,240 | 0.0% | -1% | — |
| 184 | — | J P MORGAN EXCHANGE TRADED F | $612,202 | 0.0% | -94% | — |
| 185 | — | SPROTT ASSET MANAGEMENT LP | $608,662 | 0.0% | +0% | — |
| 186 |  $HCA | HCA Healthcare, Inc. | $607,762 | 0.0% | -0% | 70.5 |
| 187 | — | DBX ETF TR | $603,069 | 0.0% | +0% | — |
| 188 |  $TGNA | TEGNA INC | $593,372 | 0.0% | +0% | 51.5 |
| 189 |  $ENB | ENBRIDGE INC | $564,093 | 0.0% | -0% | — |
| 190 | — | INVESCO EXCHANGE TRADED FD T | $556,762 | 0.0% | +0% | — |
| 191 | — | SCHWAB STRATEGIC TR | $554,163 | 0.0% | +0% | — |
| 192 |  $PPL | PPL Corp | $551,418 | 0.0% | +0% | 70.3 |
| 193 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $549,126 | 0.0% | -1% | 68.8 |
| 194 | — | DIMENSIONAL ETF TRUST | $537,429 | 0.0% | -4% | — |
| 195 | — | ISHARES SILVER TR | $536,532 | 0.0% | +7% | — |
| 196 |  $AMD | ADVANCED MICRO DEVICES INC | $529,351 | 0.0% | -6% | 78.8 |
| 197 | — | ISHARES TR | $527,843 | 0.0% | -3% | — |
| 198 |  $GL | GLOBE LIFE INC. | $523,414 | 0.0% | -12% | 66.6 |
| 199 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $518,175 | 0.0% | +2% | 75.4 |
| 200 |  $AFL | AFLAC INC | $512,145 | 0.0% | +1% | 60.3 |
| 201 |  $ROP | ROPER TECHNOLOGIES INC | $508,664 | 0.0% | +5% | 72.2 |
| 202 |  $ED | CONSOLIDATED EDISON INC | $505,817 | 0.0% | +0% | 71.6 |
| 203 |  $MO | ALTRIA GROUP, INC. | $505,098 | 0.0% | +0% | 72.1 |
| 204 |  $YUMC | Yum China Holdings, Inc. | $502,722 | 0.0% | +0% | 65.2 |
| 205 |  $AMGN | AMGEN INC | $488,489 | 0.0% | +2% | 79.5 |
| 206 |  $D | DOMINION ENERGY, INC | $476,280 | 0.0% | +0% | 74.9 |
| 207 | — | VANGUARD INDEX FDS | $472,041 | 0.0% | -1% | — |
| 208 |  $VTS | Vitesse Energy, Inc. | $470,408 | 0.0% | +0% | 45.5 |
| 209 |  $DOV | DOVER Corp | $462,787 | 0.0% | +2% | 63.1 |
| 210 | — | VANGUARD SPECIALIZED FUNDS | $453,807 | 0.0% | +0% | — |
| 211 |  $ADI | ANALOG DEVICES INC | $451,843 | 0.0% | +0% | 76.2 |
| 212 |  $RY | ROYAL BANK OF CANADA | $441,960 | 0.0% | +0% | — |
| 213 |  $INTU | INTUIT INC. | $437,063 | 0.0% | -17% | 82 |
| 214 |  $BABA | Alibaba Group Holding Ltd | $435,208 | 0.0% | +0% | — |
| 215 |  $MMM | 3M CO | $431,401 | 0.0% | +0% | 60.7 |
| 216 | — | ISHARES TR | $429,994 | 0.0% | +2% | — |
| 217 |  $SBUX | STARBUCKS CORP | $424,857 | 0.0% | +30% | 54.6 |
| 218 |  $INTC | INTEL CORP | $423,401 | 0.0% | +6% | 41.5 |
| 219 |  $UNP | UNION PACIFIC CORP | $409,630 | 0.0% | +4% | 74 |
| 220 | — | VANGUARD INDEX FDS | $405,905 | 0.0% | +8% | — |
| 221 | — | SELECT SECTOR SPDR TR | $403,371 | 0.0% | +64% | — |
| 222 |  $DHR | DANAHER CORP /DE/ | $403,261 | 0.0% | -1% | 63.9 |
| 223 |  $CB | Chubb Ltd | $402,489 | 0.0% | -20% | — |
| 224 | — | ISHARES TR | $398,223 | 0.0% | +0% | — |
| 225 |  $ALL | ALLSTATE CORP | $392,381 | 0.0% | +0% | 76.6 |
| 226 |  $SPGI | S&P Global Inc. | $391,315 | 0.0% | +3% | 79.4 |
| 227 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $384,446 | 0.0% | +3% | 64.9 |
| 228 |  $NSC | NORFOLK SOUTHERN CORP | $382,723 | 0.0% | +2% | 70.8 |
| 229 |  $TMP | TOMPKINS FINANCIAL CORP | $382,032 | 0.0% | +0% | 62.3 |
| 230 |  $CARR | CARRIER GLOBAL Corp | $380,349 | 0.0% | +0% | 61.5 |
| 231 | — | ISHARES TR | $375,928 | 0.0% | +5% | — |
| 232 |  $BE | Bloom Energy Corp | $374,899 | 0.0% | NEW | 54.4 |
| 233 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $374,008 | 0.0% | +3% | 59.5 |
| 234 |  $TEL | TE Connectivity plc | $371,133 | 0.0% | -4% | — |
| 235 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $367,536 | 0.0% | -0% | 70.4 |
| 236 |  $CL | COLGATE PALMOLIVE CO | $367,325 | 0.0% | +0% | 72.4 |
| 237 |  $CRM | Salesforce, Inc. | $366,267 | 0.0% | +5% | 75.2 |
| 238 | — | INVESCO EXCHANGE TRADED FD T | $359,046 | 0.0% | +0% | — |
| 239 |  $TSLA | Tesla, Inc. | $356,221 | 0.0% | -4% | 50.1 |
| 240 |  $NOW | ServiceNow, Inc. | $353,388 | 0.0% | +8% | 76 |
| 241 |  $GD | GENERAL DYNAMICS CORP | $352,935 | 0.0% | +21% | 73 |
| 242 |  $UNM | Unum Group | $345,033 | 0.0% | +0% | 49.5 |
| 243 |  $T | AT&T INC. | $344,528 | 0.0% | +0% | 71.9 |
| 244 |  $WEC | WEC ENERGY GROUP, INC. | $343,083 | 0.0% | -0% | 67 |
| 245 |  $NEM | NEWMONT Corp /DE/ | $330,327 | 0.0% | NEW | 88.3 |
| 246 |  $ANET | Arista Networks, Inc. | $328,139 | 0.0% | -1% | 86 |
| 247 |  $AON | Aon plc | $322,705 | 0.0% | -1% | — |
| 248 |  $COP | CONOCOPHILLIPS | $317,634 | 0.0% | +0% | 74.8 |
| 249 |  $PCTY | Paylocity Holding Corp | $316,151 | 0.0% | +0% | 72.7 |
| 250 |  $MPC | Marathon Petroleum Corp | $311,276 | 0.0% | +0% | 50.7 |
| 251 |  $MTB | M&T BANK CORP | $310,264 | 0.0% | +0% | 64.1 |
| 252 |  $MDT | Medtronic plc | $310,197 | 0.0% | +4% | — |
| 253 | — | VANGUARD INDEX FDS | $305,090 | 0.0% | -3% | — |
| 254 |  $EQIX | EQUINIX INC | $302,331 | 0.0% | +0% | 61.4 |
| 255 | — | SPDR SERIES TRUST | $301,716 | 0.0% | -7% | — |
| 256 |  $HTB | HomeTrust Bancshares, Inc. | $297,020 | 0.0% | +0% | — |
| 257 |  $PANW | Palo Alto Networks Inc | $295,657 | 0.0% | -1% | 66.5 |
| 258 |  $CEG | Constellation Energy Corp | $295,505 | 0.0% | +3% | 62.5 |
| 259 | — | SCHWAB STRATEGIC TR | $286,950 | 0.0% | -4% | — |
| 260 |  $TMUS | T-Mobile US, Inc. | $281,272 | 0.0% | +0% | 72.7 |
| 261 | — | ISHARES TR | $281,046 | 0.0% | +0% | — |
| 262 |  $CINF | CINCINNATI FINANCIAL CORP | $279,837 | 0.0% | +0% | 77 |
| 263 | — | ISHARES TR | $278,374 | 0.0% | -9% | — |
| 264 | — | SCHWAB STRATEGIC TR | $276,312 | 0.0% | +1% | — |
| 265 |  $AZN | ASTRAZENECA PLC | $274,812 | 0.0% | +13% | — |
| 266 | — | ISHARES TR | $274,276 | 0.0% | +0% | — |
| 267 | — | VANGUARD INDEX FDS | $272,993 | 0.0% | +0% | — |
| 268 | — | ALLIANCE RESOURCE PARTNERS L | $272,320 | 0.0% | +0% | — |
| 269 |  $RF | REGIONS FINANCIAL CORP | $270,293 | 0.0% | +0% | — |
| 270 |  $TXN | TEXAS INSTRUMENTS INC | $269,716 | 0.0% | -1% | 70.4 |
| 271 | — | BANK MONTREAL QUE | $260,500 | 0.0% | -9% | — |
| 272 |  $MDLZ | Mondelez International, Inc. | $260,352 | 0.0% | +0% | 53.9 |
| 273 |  $MPLX | MPLX LP | $259,641 | 0.0% | +4% | 76.5 |
| 274 | — | INVESCO EXCHANGE TRADED FD T | $252,309 | 0.0% | +0% | — |
| 275 |  $IONQ | IonQ, Inc. | $251,966 | 0.0% | NEW | 32.8 |
| 276 | — | ISHARES TR | $247,794 | 0.0% | +0% | — |
| 277 | — | ISHARES TR | $244,507 | 0.0% | +0% | — |
| 278 |  $TRV | TRAVELERS COMPANIES, INC. | $243,201 | 0.0% | +0% | 71.5 |
| 279 |  $TKR | TIMKEN CO | $242,381 | 0.0% | +0% | 50.7 |
| 280 |  $OSBC | OLD SECOND BANCORP INC | $235,578 | 0.0% | +0% | — |
| 281 |  $STT | STATE STREET CORP | $234,921 | 0.0% | +0% | 61.5 |
| 282 |  $OTIS | Otis Worldwide Corp | $232,964 | 0.0% | -5% | 60.3 |
| 283 |  $AWK | American Water Works Company, Inc. | $228,411 | 0.0% | +0% | 61.7 |
| 284 | — | ISHARES TR | $226,738 | 0.0% | +608% | — |
| 285 | — | DIMENSIONAL ETF TRUST | $224,640 | 0.0% | +1% | — |
| 286 |  $ECL | ECOLAB INC. | $223,196 | 0.0% | -1% | 64.3 |
| 287 |  $SNA | Snap-on Inc | $223,166 | 0.0% | +0% | 69.3 |
| 288 |  $MRVL | Marvell Technology, Inc. | $218,416 | 0.0% | -0% | 77.3 |
| 289 |  $NVS | NOVARTIS AG | $215,957 | 0.0% | +0% | — |
| 290 |  $EAT | BRINKER INTERNATIONAL, INC | $215,356 | 0.0% | +0% | 74.7 |
| 291 |  $VZ | VERIZON COMMUNICATIONS INC | $211,745 | 0.0% | +0% | 71.6 |
| 292 |  $SYY | SYSCO CORP | $205,850 | 0.0% | NEW | 58.4 |
| 293 | — | ISHARES TR | $205,036 | 0.0% | +145% | — |
| 294 | — | EASTMAN CHEM CO | $202,517 | 0.0% | +0% | — |
| 295 | — | LYONDELLBASELL INDUSTRIES N | $202,290 | 0.0% | +0% | — |
| 296 | — | VANGUARD WHITEHALL FDS | $201,277 | 0.0% | -10% | — |
| 297 | — | VANGUARD WELLINGTON FD | $200,593 | 0.0% | NEW | — |
| 298 |  $TRP | TC ENERGY CORP | $200,501 | 0.0% | NEW | — |
| 299 |  $KODK | EASTMAN KODAK CO | $193,198 | 0.0% | +0% | 32 |
| 300 | — | WENDYS CO | $190,913 | 0.0% | -5% | — |
| 301 |  $MRCC | MONROE CAPITAL Corp | $136,750 | 0.0% | +8% | — |
| 302 |  $BBDC | Barings BDC, Inc. | $135,465 | 0.0% | +8% | — |
| 303 |  $URG | UR-ENERGY INC | $34,100 | 0.0% | +0% | 24.1 |
| 304 |  $SLXN | Silexion Therapeutics Corp | $352 | 0.0% | +0% | — |
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