CLIFFORD SWAN INVESTMENT COUNSEL LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1034642
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.9B
Holdings
332
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CLIFFORD SWAN INVESTMENT COUNSEL LLC disclosed 332 positions worth $2.9B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.7% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 14 new positions and exited 6 — including a new stake in $VRSK and a full exit from $ADBE. The portfolio is most concentrated in Technology (27.4% of disclosed assets). All figures are sourced directly from CLIFFORD SWAN INVESTMENT COUNSEL LLC’s Form 13F-HR filing with the SEC under CIK 1034642.
AI Fund Analysis
Diversifying
$AAPL5.7% weight
Held 9 quarters
$GOOG3.8% weight
Held 9 quarters
$MSFT3.8% weight
Held 9 quarters
$COST3.3% weight
Held 9 quarters
$UPS3.2% weight
Held 9 quarters
$KO7 quarters accumulating
SCHWAB STRATEGIC TR
7 quarters accumulating
$AON6 quarters accumulating
$UNP5 quarters accumulating
$TSM5 quarters accumulating
Sector Allocation
TechnologyIndustrialsConsumer DiscretionaryHealthcareFinancialsConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$166.9M657,717 sh - 80.2#45
Quality
$112.1M389,695 sh - 83.7#15
Quality
$111.2M300,292 sh - 67.0
Quality
$97.4M97,796 sh - 58.2
Quality
$95.2M967,814 sh - 64.5
Quality
$78.8M164,505 sh - 54.7
Quality
$64.4M311,474 sh - 86.0
Quality
$63.2M514,469 sh - 35.6
Quality
$52.3M177,945 sh - 72.8
Quality
$51.6M211,196 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $166.9M | 657,717 |
| Alphabet Inc.$GOOG | 80.2#45 | $112.1M | 389,695 |
| MICROSOFT CORP$MSFT | 83.7#15 | $111.2M | 300,292 |
| COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $97.4M | 97,796 |
| UNITED PARCEL SERVICE INC$UPS | 58.2 | $95.2M | 967,814 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $78.8M | 164,505 |
 CHEVRON CORP$CVX | 54.7 | $64.4M | 311,474 |
 Arista Networks, Inc.$ANET | 86.0 | $63.2M | 514,469 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $52.3M | 177,945 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $51.6M | 211,196 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CLIFFORD SWAN INVESTMENT COUNSEL LLC's 332 positions.
Showing top 10 of 332 holdings.
Sector Allocation
Technology
$804.9M
Industrials
$483.8M
Consumer Discretionary
$416.5M
Healthcare
$317.1M
Financials
$299.2M
Consumer Staples
$192.6M
Energy
$177.5M
Other
$117.2M
Full Holdings — CLIFFORD SWAN INVESTMENT COUNSEL LLC (Q1 2026)
All 332 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 | $AAPL | Apple Inc. | $166.9M | 5.7% | -3% | 76.1 |
| 2 | $GOOG | Alphabet Inc. | $112.1M | 3.8% | -5% | 80.2 |
| 3 | $MSFT | MICROSOFT CORP | $111.2M | 3.8% | -1% | 83.7 |
| 4 | $COST | COSTCO WHOLESALE CORP /NEW | $97.4M | 3.3% | -2% | 67 |
| 5 | $UPS | UNITED PARCEL SERVICE INC | $95.2M | 3.2% | -0% | 58.2 |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $78.8M | 2.7% | -1% | 64.5 |
| 7 | $CVX | CHEVRON CORP | $64.4M | 2.2% | -1% | 54.7 |
| 8 | $ANET | Arista Networks, Inc. | $63.2M | 2.1% | -3% | 86 |
| 9 | $JPM | JPMORGAN CHASE & CO | $52.3M | 1.8% | -2% | 35.6 |
| 10 | $JNJ | JOHNSON & JOHNSON | $51.6M | 1.8% | -2% | 72.8 |
| 11 |  $XOM | EXXON MOBIL CORP | $49.1M | 1.7% | -2% | 61.8 |
| 12 |  $LOW | LOWES COMPANIES INC | $45.7M | 1.6% | -1% | 63.5 |
| 13 |  $CTVA | Corteva, Inc. | $42.0M | 1.4% | +1% | 48.4 |
| 14 |  $RTX | RTX Corp | $40.0M | 1.4% | -8% | 70 |
| 15 |  $ALSN | Allison Transmission Holdings Inc | $38.5M | 1.3% | -2% | 68.5 |
| 16 |  $GOOGL | Alphabet Inc. | $38.3M | 1.3% | -14% | 80.2 |
| 17 |  $ACN | Accenture plc | $38.0M | 1.3% | +4% | — |
| 18 |  $AMZN | AMAZON COM INC | $37.3M | 1.3% | -1% | 74.6 |
| 19 |  $JCI | Johnson Controls International plc | $36.7M | 1.3% | -3% | — |
| 20 |  $AXP | AMERICAN EXPRESS CO | $36.5M | 1.2% | -3% | 73.2 |
| 21 |  $FAST | FASTENAL CO | $36.2M | 1.2% | -1% | 73.5 |
| 22 |  $ORCL | ORACLE CORP | $35.6M | 1.2% | -3% | 67.2 |
| 23 |  $WFC | WELLS FARGO & COMPANY/MN | $34.8M | 1.2% | -4% | — |
| 24 |  $EMR | EMERSON ELECTRIC CO | $32.3M | 1.1% | -2% | 65.9 |
| 25 |  $ABBV | AbbVie Inc. | $31.9M | 1.1% | -1% | 59.3 |
| 26 |  $MCK | MCKESSON CORP | $31.7M | 1.1% | -5% | 63.7 |
| 27 |  $UNH | UNITEDHEALTH GROUP INC | $30.1M | 1.0% | +2% | 66.8 |
| 28 |  $GLD | SPDR GOLD TRUST | $29.5M | 1.0% | -8% | — |
| 29 |  $SLB | SLB LIMITED/NV | $28.6M | 1.0% | +2% | 63.2 |
| 30 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $28.3M | 1.0% | -1% | 60.7 |
| 31 |  $CSCO | CISCO SYSTEMS, INC. | $27.8M | 0.9% | -2% | 72.3 |
| 32 |  $LH | LABCORP HOLDINGS INC. | $27.5M | 0.9% | -1% | 54.8 |
| 33 |  $CAT | CATERPILLAR INC | $26.8M | 0.9% | +0% | 67.8 |
| 34 |  $SYK | STRYKER CORP | $25.9M | 0.9% | -1% | 69.8 |
| 35 |  $INTU | INTUIT INC. | $24.5M | 0.8% | +32% | 82 |
| 36 |  $MCD | MCDONALDS CORP | $24.2M | 0.8% | -1% | 73.9 |
| 37 |  $PEP | PEPSICO INC | $23.8M | 0.8% | +0% | 62.7 |
| 38 |  $PH | Parker-Hannifin Corp | $23.8M | 0.8% | -0% | 73.8 |
| 39 |  $KEYS | Keysight Technologies, Inc. | $22.7M | 0.8% | -3% | 72.3 |
| 40 |  $ENTG | ENTEGRIS INC | $22.4M | 0.8% | -3% | 57.7 |
| 41 |  $BKNG | Booking Holdings Inc. | $22.2M | 0.8% | +12% | 55.3 |
| 42 |  $PG | PROCTER & GAMBLE Co | $21.0M | 0.7% | -1% | 72.9 |
| 43 |  $ABT | ABBOTT LABORATORIES | $20.7M | 0.7% | -2% | 67 |
| 44 |  $ALB | ALBEMARLE CORP | $20.5M | 0.7% | -2% | 50.2 |
| 45 |  $EW | Edwards Lifesciences Corp | $20.1M | 0.7% | -0% | 67.6 |
| 46 |  $MDLZ | Mondelez International, Inc. | $19.9M | 0.7% | +17% | 53.9 |
| 47 |  $QCOM | QUALCOMM INC/DE | $19.9M | 0.7% | -6% | 81.9 |
| 48 |  $SYY | SYSCO CORP | $19.5M | 0.7% | -0% | 58.4 |
| 49 |  $BMY | BRISTOL MYERS SQUIBB CO | $18.3M | 0.6% | -3% | 70.1 |
| 50 |  $WMT | Walmart Inc. | $18.1M | 0.6% | -5% | 63.2 |
| 51 |  $META | Meta Platforms, Inc. | $17.9M | 0.6% | -6% | 80.9 |
| 52 |  $INTC | INTEL CORP | $17.6M | 0.6% | -8% | 41.5 |
| 53 |  $FERG | Ferguson Enterprises Inc. /DE/ | $17.5M | 0.6% | -0% | 58.9 |
| 54 |  $ZTS | Zoetis Inc. | $17.5M | 0.6% | +116% | 72.6 |
| 55 | $UNP | UNION PACIFIC CORP | $16.8M | 0.6% | +4% | 74 |
| 56 |  $A | AGILENT TECHNOLOGIES, INC. | $16.4M | 0.6% | -0% | 64.6 |
| 57 |  $SPY | SPDR S&P 500 ETF TRUST | $15.9M | 0.5% | +26% | — |
| 58 |  $PM | Philip Morris International Inc. | $15.6M | 0.5% | -5% | 80.5 |
| 59 | — | FIRST TR EXCHANGE-TRADED FD | $14.5M | 0.5% | -4% | — |
| 60 |  $HPE | Hewlett Packard Enterprise Co | $14.1M | 0.5% | -2% | 52.5 |
| 61 |  $CPAY | CORPAY, INC. | $14.0M | 0.5% | +6% | 67.1 |
| 62 |  $EBAY | EBAY INC | $13.9M | 0.5% | -7% | 69.3 |
| 63 |  $HPQ | HP INC | $13.7M | 0.5% | -0% | 58.9 |
| 64 |  $PFE | PFIZER INC | $13.7M | 0.5% | +1% | 69 |
| 65 |  $KMX | CARMAX INC | $13.5M | 0.5% | +8% | 54.1 |
| 66 |  $SBUX | STARBUCKS CORP | $13.1M | 0.5% | -9% | 54.6 |
| 67 |  $AMGN | AMGEN INC | $13.1M | 0.5% | -3% | 79.5 |
| 68 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $12.8M | 0.4% | -3% | 60.5 |
| 69 |  $HD | HOME DEPOT, INC. | $12.7M | 0.4% | -0% | 69.2 |
| 70 |  $DIS | Walt Disney Co | $12.6M | 0.4% | -3% | 68.9 |
| 71 |  $NVO | NOVO NORDISK A S | $11.9M | 0.4% | +2% | — |
| 72 |  $CL | COLGATE PALMOLIVE CO | $11.9M | 0.4% | -1% | 72.4 |
| 73 |  $COP | CONOCOPHILLIPS | $11.8M | 0.4% | +0% | 74.8 |
| 74 |  $HON | HONEYWELL INTERNATIONAL INC | $11.5M | 0.4% | -2% | 65.7 |
| 75 |  $NVDA | NVIDIA CORP | $11.3M | 0.4% | -6% | 90.2 |
| 76 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $11.3M | 0.4% | -1% | 71.2 |
| 77 |  $GS | GOLDMAN SACHS GROUP INC | $11.2M | 0.4% | -10% | — |
| 78 |  $NVS | NOVARTIS AG | $11.1M | 0.4% | -1% | — |
| 79 |  $BRK.A | BERKSHIRE HATHAWAY INC | $10.8M | 0.4% | -6% | 64.5 |
| 80 | — | ISHARES TR | $10.6M | 0.4% | -3% | — |
| 81 | — | VANGUARD INDEX FDS | $10.3M | 0.3% | -1% | — |
| 82 |  $CMI | CUMMINS INC | $9.9M | 0.3% | +0% | 58.9 |
| 83 |  $ADP | AUTOMATIC DATA PROCESSING INC | $9.5M | 0.3% | +1% | 77.9 |
| 84 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $9.4M | 0.3% | -7% | 42.4 |
| 85 |  $Q | Qnity Electronics, Inc. | $9.3M | 0.3% | -20% | — |
| 86 |  $DD | DuPont de Nemours, Inc. | $9.3M | 0.3% | -3% | 31.1 |
| 87 |  $MRK | Merck & Co., Inc. | $9.2M | 0.3% | +1% | 70.9 |
| 88 | $KO | COCA COLA CO | $9.0M | 0.3% | +1% | 74 |
| 89 |  $NKE | NIKE, Inc. | $9.0M | 0.3% | -2% | 53.4 |
| 90 | — | SELECT SECTOR SPDR TR | $8.8M | 0.3% | +0% | — |
| 91 | $AON | Aon plc | $8.7M | 0.3% | +11% | — |
| 92 |  $AVGO | Broadcom Inc. | $8.4M | 0.3% | +4% | 86.4 |
| 93 |  $__PARK_1390777 | Bank of New York Mellon Corp | $8.4M | 0.3% | -2% | 36.7 |
| 94 |  $ITW | ILLINOIS TOOL WORKS INC | $8.2M | 0.3% | -0% | 71.2 |
| 95 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $8.0M | 0.3% | -1% | 66.7 |
| 96 |  $BA | BOEING CO | $7.9M | 0.3% | -0% | 51.8 |
| 97 |  $GE | GENERAL ELECTRIC CO | $7.8M | 0.3% | -4% | 74.8 |
| 98 |  $BP | BP PLC | $7.6M | 0.3% | -4% | — |
| 99 |  $PYPL | PayPal Holdings, Inc. | $7.5M | 0.3% | -2% | 70.5 |
| 100 |  $LMT | LOCKHEED MARTIN CORP | $7.2M | 0.2% | -2% | 65 |
| 101 |  $AKAM | AKAMAI TECHNOLOGIES INC | $7.1M | 0.2% | -1% | 62 |
| 102 |  $PSA | Public Storage | $7.0M | 0.2% | +0% | 73.9 |
| 103 |  $OTIS | Otis Worldwide Corp | $7.0M | 0.2% | +117% | 60.3 |
| 104 |  $ALLE | Allegion plc | $6.9M | 0.2% | +0% | — |
| 105 |  $J | JACOBS SOLUTIONS INC. | $6.8M | 0.2% | -1% | 47.7 |
| 106 |  $TXN | TEXAS INSTRUMENTS INC | $6.6M | 0.2% | -2% | 70.4 |
| 107 |  $MMM | 3M CO | $6.0M | 0.2% | +2% | 60.7 |
| 108 |  $VZ | VERIZON COMMUNICATIONS INC | $5.6M | 0.2% | -15% | 71.6 |
| 109 |  $T | AT&T INC. | $5.2M | 0.2% | -1% | 71.9 |
| 110 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $5.2M | 0.2% | -12% | 66.3 |
| 111 |  $GEV | GE Vernova Inc. | $5.0M | 0.2% | -3% | 70.1 |
| 112 |  $CARR | CARRIER GLOBAL Corp | $4.9M | 0.2% | -1% | 61.5 |
| 113 |  $TJX | TJX COMPANIES INC /DE/ | $4.9M | 0.2% | +0% | 70.7 |
| 114 |  $MO | ALTRIA GROUP, INC. | $4.8M | 0.2% | -0% | 72.1 |
| 115 | — | VANGUARD INDEX FDS | $4.7M | 0.2% | +6% | — |
| 116 |  $CASY | CASEYS GENERAL STORES INC | $4.6M | 0.2% | -2% | 59.9 |
| 117 |  $TGT | TARGET CORP | $4.5M | 0.1% | -3% | 53.1 |
| 118 |  $TSLA | Tesla, Inc. | $4.5M | 0.1% | -1% | 50.1 |
| 119 |  $NEU | NEWMARKET CORP | $4.5M | 0.1% | +0% | 68.9 |
| 120 |  $TPR | TAPESTRY, INC. | $4.1M | 0.1% | -7% | 76.4 |
| 121 | — | ISHARES TR | $4.0M | 0.1% | -2% | — |
| 122 | — | ISHARES TR | $3.6M | 0.1% | +0% | — |
| 123 |  $OKE | ONEOK INC /NEW/ | $3.6M | 0.1% | -3% | 72 |
| 124 |  $LRCX | LAM RESEARCH CORP | $3.5M | 0.1% | -1% | 82.4 |
| 125 |  $DE | DEERE & CO | $3.4M | 0.1% | -0% | 57.4 |
| 126 |  $GIS | GENERAL MILLS INC | $3.4M | 0.1% | +0% | 64.1 |
| 127 |  $ENR | ENERGIZER HOLDINGS, INC. | $3.3M | 0.1% | +0% | 57 |
| 128 |  $NEE | NEXTERA ENERGY INC | $3.3M | 0.1% | -1% | 71.7 |
| 129 |  $NUE | NUCOR CORP | $3.2M | 0.1% | +1% | 58.9 |
| 130 |  $PSX | Phillips 66 | $3.1M | 0.1% | +0% | 47.6 |
| 131 |  $LLY | ELI LILLY & Co | $3.1M | 0.1% | -2% | 89.3 |
| 132 |  $POST | Post Holdings, Inc. | $3.1M | 0.1% | +0% | 53.8 |
| 133 |  $TT | Trane Technologies plc | $3.0M | 0.1% | -34% | — |
| 134 |  $WY | WEYERHAEUSER CO | $3.0M | 0.1% | +0% | 52.9 |
| 135 |  $EPC | EDGEWELL PERSONAL CARE Co | $3.0M | 0.1% | -3% | 36.8 |
| 136 |  $ETN | Eaton Corp plc | $2.9M | 0.1% | +1% | — |
| 137 | — | VANGUARD SCOTTSDALE FDS | $2.8M | 0.1% | -13% | — |
| 138 |  $GNRC | GENERAC HOLDINGS INC. | $2.8M | 0.1% | -1% | 58.2 |
| 139 | — | GLOBAL X FDS | $2.7M | 0.1% | -0% | — |
| 140 |  $SPGI | S&P Global Inc. | $2.5M | 0.1% | -0% | 79.4 |
| 141 | — | VANECK ETF TRUST | $2.5M | 0.1% | -20% | — |
| 142 | — | ISHARES TR | $2.3M | 0.1% | +3% | — |
| 143 | — | VANGUARD WORLD FD | $2.3M | 0.1% | -0% | — |
| 144 | — | VANGUARD TAX-MANAGED FDS | $2.3M | 0.1% | -8% | — |
| 145 |  $ED | CONSOLIDATED EDISON INC | $2.3M | 0.1% | +0% | 71.6 |
| 146 |  $PHYS | Sprott Physical Gold Trust | $2.2M | 0.1% | -1% | — |
| 147 | — | ISHARES TR | $2.2M | 0.1% | +0% | — |
| 148 |  $ECL | ECOLAB INC. | $2.0M | 0.1% | +0% | 64.3 |
| 149 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.9M | 0.1% | +6% | — |
| 150 |  $NSC | NORFOLK SOUTHERN CORP | $1.9M | 0.1% | +0% | 70.8 |
| 151 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.8M | 0.1% | -16% | 68.4 |
| 152 |  $SCHW | SCHWAB CHARLES CORP | $1.8M | 0.1% | +0% | 77.2 |
| 153 |  $GILD | GILEAD SCIENCES, INC. | $1.7M | 0.1% | -19% | 77.8 |
| 154 |  $ESS | ESSEX PROPERTY TRUST, INC. | $1.7M | 0.1% | -1% | 59.3 |
| 155 |  $DOW | DOW INC. | $1.6M | 0.1% | -6% | 38 |
| 156 | — | ISHARES TR | $1.6M | 0.1% | +0% | — |
| 157 |  $CSX | CSX CORP | $1.5M | 0.1% | +7% | 66.4 |
| 158 | — | VANGUARD INDEX FDS | $1.5M | 0.1% | -7% | — |
| 159 | — | ISHARES TR | $1.4M | 0.1% | +0% | — |
| 160 |  $BN | BROOKFIELD Corp /ON/ | $1.4M | 0.1% | -4% | — |
| 161 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.1% | -1% | 78.8 |
| 162 |  $SRE | SEMPRA | $1.3M | 0.0% | +0% | 47.6 |
| 163 | — | ISHARES TR | $1.3M | 0.0% | +0% | — |
| 164 |  $V | VISA INC. | $1.3M | 0.0% | -9% | 83.5 |
| 165 |  $DXC | DXC Technology Co | $1.3M | 0.0% | +0% | 52.1 |
| 166 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.3M | 0.0% | -0% | 71.5 |
| 167 |  $IVZ | Invesco Ltd. | $1.2M | 0.0% | -20% | — |
| 168 |  $GWW | W.W. GRAINGER, INC. | $1.2M | 0.0% | -12% | 69.5 |
| 169 |  $SLV | iShares Silver Trust | $1.2M | 0.0% | -54% | — |
| 170 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.2M | 0.0% | +0% | — |
| 171 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.0% | -13% | — |
| 172 |  $CLX | CLOROX CO /DE/ | $1.1M | 0.0% | -0% | 63.5 |
| 173 |  $SHEL | Shell plc | $1.1M | 0.0% | +0% | — |
| 174 |  $SO | SOUTHERN CO | $1.0M | 0.0% | -26% | 65.1 |
| 175 |  $SOLS | Solstice Advanced Materials Inc. | $974,924 | 0.0% | -2% | — |
| 176 |  $CAG | CONAGRA BRANDS INC. | $972,645 | 0.0% | -2% | 48.2 |
| 177 |  $PAYX | PAYCHEX INC | $887,945 | 0.0% | +34% | 75.1 |
| 178 |  $WEC | WEC ENERGY GROUP, INC. | $874,527 | 0.0% | +0% | 67 |
| 179 |  $BDX | BECTON DICKINSON & CO | $867,595 | 0.0% | +0% | 50.7 |
| 180 |  $CVBF | CVB FINANCIAL CORP | $858,977 | 0.0% | +0% | — |
| 181 | — | VANGUARD INSTL INDEX FD | $786,760 | 0.0% | +0% | — |
| 182 | — | ISHARES TR | $763,065 | 0.0% | +0% | — |
| 183 |  $O | REALTY INCOME CORP | $753,212 | 0.0% | -11% | 74.6 |
| 184 |  $NFLX | NETFLIX INC | $740,643 | 0.0% | +2% | 86.7 |
| 185 | — | SCHWAB STRATEGIC TR | $737,513 | 0.0% | +0% | — |
| 186 |  $APA | APA Corp | $718,509 | 0.0% | +17% | — |
| 187 | — | DIMENSIONAL ETF TRUST | $718,405 | 0.0% | -0% | — |
| 188 | — | ISHARES TR | $715,362 | 0.0% | -1% | — |
| 189 |  $KMB | KIMBERLY CLARK CORP | $670,949 | 0.0% | -3% | 61.7 |
| 190 | — | VANGUARD INDEX FDS | $670,231 | 0.0% | +0% | — |
| 191 |  $ALL | ALLSTATE CORP | $652,499 | 0.0% | +0% | 76.6 |
| 192 | — | VANGUARD SCOTTSDALE FDS | $646,047 | 0.0% | +0% | — |
| 193 |  $LUV | SOUTHWEST AIRLINES CO | $625,691 | 0.0% | +0% | 51.1 |
| 194 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $624,284 | 0.0% | +0% | 66.4 |
| 195 |  $EA | ELECTRONIC ARTS INC. | $623,842 | 0.0% | -5% | 71.1 |
| 196 | — | VANGUARD INTL EQUITY INDEX F | $610,819 | 0.0% | +2% | — |
| 197 |  $IR | Ingersoll Rand Inc. | $608,912 | 0.0% | -29% | 55.4 |
| 198 |  $RS | RELIANCE, INC. | $607,840 | 0.0% | +0% | 55.4 |
| 199 |  $AJG | Arthur J. Gallagher & Co. | $604,042 | 0.0% | -0% | 72.1 |
| 200 | — | VANGUARD INTL EQUITY INDEX F | $583,903 | 0.0% | +0% | — |
| 201 | — | ISHARES TR | $578,098 | 0.0% | +0% | — |
| 202 |  $FDX | FEDEX CORP | $575,231 | 0.0% | +7% | 60.3 |
| 203 |  $BX | Blackstone Inc. | $559,886 | 0.0% | +0% | 68 |
| 204 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $555,038 | 0.0% | -0% | 65.9 |
| 205 | — | FIRST TR EXCH TRADED FD III | $554,657 | 0.0% | +0% | — |
| 206 |  $MFC | MANULIFE FINANCIAL CORP | $552,900 | 0.0% | +0% | — |
| 207 |  $BRBR | BELLRING BRANDS, INC. | $545,998 | 0.0% | +0% | 58.7 |
| 208 |  $BABA | Alibaba Group Holding Ltd | $533,832 | 0.0% | +0% | — |
| 209 |  $NTAP | NetApp, Inc. | $529,868 | 0.0% | +0% | 75 |
| 210 | — | ISHARES TR | $526,524 | 0.0% | +0% | — |
| 211 | — | ISHARES TR | $517,824 | 0.0% | +1% | — |
| 212 |  $CCZ | COMCAST CORP | $509,960 | 0.0% | -1% | 70.4 |
| 213 |  $LIN | LINDE PLC | $505,675 | 0.0% | +0% | — |
| 214 |  $AMTM | Amentum Holdings, Inc. | $501,101 | 0.0% | -1% | 55.6 |
| 215 |  $URI | UNITED RENTALS, INC. | $496,149 | 0.0% | +0% | 70.7 |
| 216 |  $VRSK | Verisk Analytics, Inc. | $494,109 | 0.0% | NEW | 77.3 |
| 217 |  $CME | CME GROUP INC. | $478,467 | 0.0% | +0% | 74.5 |
| 218 |  $MA | Mastercard Inc | $469,023 | 0.0% | -61% | 81.7 |
| 219 | — | STATE STR SPDR DOW JONES IND | $464,217 | 0.0% | +0% | — |
| 220 | — | DIMENSIONAL ETF TRUST | $459,444 | 0.0% | +0% | — |
| 221 |  $MKC | MCCORMICK & CO INC | $453,960 | 0.0% | +0% | 73.7 |
| 222 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $449,300 | 0.0% | +27% | 66.5 |
| 223 |  $COF | CAPITAL ONE FINANCIAL CORP | $441,663 | 0.0% | +0% | 71 |
| 224 |  $CEG | Constellation Energy Corp | $440,936 | 0.0% | -2% | 62.5 |
| 225 |  $KHC | Kraft Heinz Co | $440,822 | 0.0% | -1% | 42.5 |
| 226 |  $ROK | ROCKWELL AUTOMATION, INC | $439,269 | 0.0% | +0% | 68.2 |
| 227 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $436,917 | 0.0% | -1% | — |
| 228 | — | VANGUARD SPECIALIZED FUNDS | $430,335 | 0.0% | +0% | — |
| 229 |  $DUK | Duke Energy CORP | $429,239 | 0.0% | -39% | 64 |
| 230 |  $GPC | GENUINE PARTS CO | $423,000 | 0.0% | +0% | 54.2 |
| 231 | — | SELECT SECTOR SPDR TR | $414,478 | 0.0% | +0% | — |
| 232 |  $WBD | Warner Bros. Discovery, Inc. | $412,394 | 0.0% | +0% | 42.1 |
| 233 |  $MU | MICRON TECHNOLOGY INC | $404,814 | 0.0% | +12% | 88.4 |
| 234 |  $AMAT | APPLIED MATERIALS INC /DE | $404,679 | 0.0% | NEW | 74.8 |
| 235 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $398,933 | 0.0% | +0% | 64.9 |
| 236 |  $EIX | EDISON INTERNATIONAL | $394,440 | 0.0% | -1% | 70.7 |
| 237 | — | DOUBLELINE ETF TRUST | $393,966 | 0.0% | +0% | — |
| 238 | — | AMPLIFY ETF TR | $390,195 | 0.0% | NEW | — |
| 239 | — | SPDR SERIES TRUST | $389,287 | 0.0% | +99% | — |
| 240 |  $ENB | ENBRIDGE INC | $388,563 | 0.0% | -1% | — |
| 241 | — | ISHARES TR | $387,680 | 0.0% | +0% | — |
| 242 |  $PCAR | PACCAR INC | $386,117 | 0.0% | +0% | 56.5 |
| 243 |  $UL | UNILEVER PLC | $385,972 | 0.0% | -0% | — |
| 244 |  $VLO | VALERO ENERGY CORP/TX | $382,974 | 0.0% | +5% | 51.4 |
| 245 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $380,132 | 0.0% | +0% | 75.4 |
| 246 |  $MCO | MOODYS CORP /DE/ | $379,538 | 0.0% | -2% | 81.3 |
| 247 |  $GLW | CORNING INC /NY | $371,334 | 0.0% | +0% | 72.7 |
| 248 |  $ISRG | INTUITIVE SURGICAL INC | $367,870 | 0.0% | -18% | 81.4 |
| 249 | — | VANGUARD INDEX FDS | $356,769 | 0.0% | -2% | — |
| 250 | — | PIMCO ETF TR | $355,515 | 0.0% | -4% | — |
| 251 |  $CTAS | CINTAS CORP | $354,179 | 0.0% | -2% | 76.3 |
| 252 | — | ISHARES TR | $353,300 | 0.0% | +0% | — |
| 253 | — | ISHARES TR | $348,081 | 0.0% | +0% | — |
| 254 |  $MNST | Monster Beverage Corp | $347,808 | 0.0% | +0% | 77 |
| 255 |  $WMB | WILLIAMS COMPANIES, INC. | $343,085 | 0.0% | +13% | 72.8 |
| 256 | — | SPDR SERIES TRUST | $339,448 | 0.0% | +0% | — |
| 257 |  $PAI | Western Asset Investment Grade Income Fund Inc. | $330,810 | 0.0% | -12% | — |
| 258 |  $WELL | WELLTOWER INC. | $330,769 | 0.0% | -31% | 75.7 |
| 259 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $330,104 | 0.0% | -8% | 57.4 |
| 260 |  $AME | AMETEK INC/ | $321,540 | 0.0% | +0% | 74.2 |
| 261 |  $KD | Kyndryl Holdings, Inc. | $311,023 | 0.0% | -1% | 46 |
| 262 |  $EQR | EQUITY RESIDENTIAL | $309,709 | 0.0% | -1% | — |
| 263 | — | SELECT SECTOR SPDR TR | $308,844 | 0.0% | +0% | — |
| 264 |  $USB | US BANCORP DE | $305,403 | 0.0% | -24% | 71.4 |
| 265 | — | SSGA ACTIVE ETF TR | $304,928 | 0.0% | +0% | — |
| 266 |  $MTX | MINERALS TECHNOLOGIES INC | $304,743 | 0.0% | +0% | 40.9 |
| 267 |  $AEE | AMEREN CORP | $302,280 | 0.0% | +0% | 63.5 |
| 268 |  $MSI | Motorola Solutions, Inc. | $299,439 | 0.0% | +0% | 73.8 |
| 269 |  $ES | EVERSOURCE ENERGY | $294,440 | 0.0% | +0% | 67 |
| 270 |  $FCX | FREEPORT-MCMORAN INC | $293,900 | 0.0% | +0% | 73.1 |
| 271 |  $RIO | RIO TINTO PLC | $293,864 | 0.0% | +0% | — |
| 272 | — | DIMENSIONAL ETF TRUST | $293,709 | 0.0% | +0% | — |
| 273 | — | SCHWAB STRATEGIC TR | $293,514 | 0.0% | +0% | — |
| 274 |  $WM | WASTE MANAGEMENT INC | $290,455 | 0.0% | -0% | 70.7 |
| 275 |  $IBIT | iShares Bitcoin Trust ETF | $284,884 | 0.0% | -56% | — |
| 276 | — | SPDR SERIES TRUST | $284,291 | 0.0% | -9% | — |
| 277 |  $TRMB | TRIMBLE INC. | $280,359 | 0.0% | -17% | 52.1 |
| 278 |  $RSG | REPUBLIC SERVICES, INC. | $275,308 | 0.0% | +0% | 72 |
| 279 | — | VANGUARD INDEX FDS | $275,048 | 0.0% | +12% | — |
| 280 | — | SCHWAB STRATEGIC TR | $274,797 | 0.0% | +5% | — |
| 281 | — | AMERICAN CENTY ETF TR | $274,015 | 0.0% | NEW | — |
| 282 | — | VANGUARD WHITEHALL FDS | $273,541 | 0.0% | -1% | — |
| 283 | — | FIRST TR EXCHANGE TRADED FD | $273,325 | 0.0% | +0% | — |
| 284 | — | ISHARES TR | $270,364 | 0.0% | +0% | — |
| 285 | — | ISHARES TR | $268,751 | 0.0% | +77% | — |
| 286 |  $PFO | Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | $266,680 | 0.0% | +0% | — |
| 287 |  $ASML | ASML HOLDING NV | $264,932 | 0.0% | -13% | — |
| 288 | $IVZ | Invesco Ltd. | $263,764 | 0.0% | +0% | — |
| 289 |  $MET | METLIFE INC | $260,320 | 0.0% | +0% | 73.9 |
| 290 |  $GM | General Motors Co | $259,931 | 0.0% | +0% | 58.7 |
| 291 |  $KR | KROGER CO | $256,365 | 0.0% | +0% | 51.1 |
| 292 |  $ET | Energy Transfer LP | $255,976 | 0.0% | +0% | 64.5 |
| 293 |  $STX | Seagate Technology Holdings plc | $253,469 | 0.0% | NEW | — |
| 294 |  $ROST | ROSS STORES, INC. | $253,024 | 0.0% | +2% | 71.5 |
| 295 |  $TOL | Toll Brothers, Inc. | $250,968 | 0.0% | +0% | 68.3 |
| 296 |  $CAH | CARDINAL HEALTH INC | $250,825 | 0.0% | -3% | 58.6 |
| 297 |  $TROW | PRICE T ROWE GROUP INC | $249,958 | 0.0% | +0% | 75.8 |
| 298 | — | ISHARES TR | $248,595 | 0.0% | +4% | — |
| 299 |  $CRWD | CrowdStrike Holdings, Inc. | $246,739 | 0.0% | +23% | 55 |
| 300 |  $MDT | Medtronic plc | $244,873 | 0.0% | +1% | — |
| 301 | — | CAPITAL GROUP GROWTH ETF | $242,047 | 0.0% | NEW | — |
| 302 |  $BAM | Brookfield Asset Management Ltd. | $241,364 | 0.0% | +0% | — |
| 303 |  $KLAC | KLA CORP | $240,003 | 0.0% | NEW | 84.4 |
| 304 |  $PPG | PPG INDUSTRIES INC | $238,556 | 0.0% | +0% | 57.1 |
| 305 | — | CAPITAL GROUP DIVIDEND VALUE | $238,193 | 0.0% | NEW | — |
| 306 | — | VANGUARD ADMIRAL FDS INC | $238,091 | 0.0% | +0% | — |
| 307 | — | ISHARES TR | $237,429 | 0.0% | +0% | — |
| 308 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $235,443 | 0.0% | +0% | 63.7 |
| 309 |  $YUM | YUM BRANDS INC | $235,060 | 0.0% | +0% | 71.7 |
| 310 |  $DTB | DTE ENERGY CO | $233,952 | 0.0% | -6% | — |
| 311 |  $EXC | EXELON CORP | $229,218 | 0.0% | +0% | 63.9 |
| 312 |  $CI | Cigna Group | $226,204 | 0.0% | NEW | 66.8 |
| 313 | — | GLOBAL X FDS | $225,869 | 0.0% | -85% | — |
| 314 |  $XEL | XCEL ENERGY INC | $222,114 | 0.0% | +0% | — |
| 315 |  $SII | SPROTT INC. | $221,436 | 0.0% | -73% | — |
| 316 |  $WAT | WATERS CORP /DE/ | $220,968 | 0.0% | NEW | 69.9 |
| 317 |  $AMP | AMERIPRISE FINANCIAL INC | $219,089 | 0.0% | -5% | 70.2 |
| 318 |  $ATMU | Atmus Filtration Technologies Inc. | $217,713 | 0.0% | NEW | 66.9 |
| 319 | — | VANGUARD BD INDEX FDS | $214,715 | 0.0% | +0% | — |
| 320 |  $PSLV | Sprott Physical Silver Trust | $212,803 | 0.0% | -7% | — |
| 321 |  $GEHC | GE HealthCare Technologies Inc. | $212,757 | 0.0% | -16% | 58.2 |
| 322 | — | GLOBAL X FDS | $212,641 | 0.0% | -83% | — |
| 323 |  $JBL | JABIL INC | $212,504 | 0.0% | NEW | 51.9 |
| 324 |  $UBER | Uber Technologies, Inc | $206,266 | 0.0% | +0% | 79.3 |
| 325 |  $CVS | CVS HEALTH Corp | $205,333 | 0.0% | -17% | 51.3 |
| 326 |  $AZN | ASTRAZENECA PLC | $203,925 | 0.0% | NEW | — |
| 327 |  $EXR | Extra Space Storage Inc. | $200,236 | 0.0% | NEW | 66.7 |
| 328 |  $F | FORD MOTOR CO | $153,546 | 0.0% | +0% | 58.5 |
| 329 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $142,898 | 0.0% | +0% | — |
| 330 |  $TG | TREDEGAR CORP | $127,200 | 0.0% | +0% | — |
| 331 |  $BOF | BranchOut Food Inc. | $99,000 | 0.0% | +0% | — |
| 332 |  $BAER | Bridger Aerospace Group Holdings, Inc. | $30,753 | 0.0% | +24% | 35.2 |
New Positions (14)
$VRSK Verisk Analytics, Inc.$494,109$AMAT APPLIED MATERIALS INC /DE$404,679 AMPLIFY ETF TR$390,195
AMERICAN CENTY ETF TR$274,015
$STX Seagate Technology Holdings plc$253,469 CAPITAL GROUP GROWTH ETF$242,047
$KLAC KLA CORP$240,003 CAPITAL GROUP DIVIDEND VALUE$238,193
$CI Cigna Group$226,204$WAT WATERS CORP /DE/$220,968$ATMU Atmus Filtration Technologies Inc.$217,713$JBL JABIL INC$212,504$AZN ASTRAZENECA PLC$203,925$EXR Extra Space Storage Inc.$200,236
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