Cadence Bank
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1299939
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.7B
Holdings
332
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
Cadence Bank disclosed 332 positions worth $1.7B in its Form 13F-HR for Q4 2025, led by $MUSA (Murphy USA Inc.) at 9.8% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 20 — including a new stake in $CUBE and a full exit from $CAG. The portfolio is most concentrated in Other (24.2% of disclosed assets). All figures are sourced directly from Cadence Bank’s Form 13F-HR filing with the SEC under CIK 1299939.
AI Fund Analysis
Stable
$MUSA9.8% weight
Held 8 quarters
VANGUARD WORLD FD
6.4% weight
Held 8 quarters
$AVGO4.5% weight
Held 8 quarters
$MSFT4.0% weight
Held 8 quarters
$AAPL3.3% weight
Held 8 quarters
$AMAT7 quarters accumulating
VANGUARD INDEX FDS
7 quarters accumulating
VANGUARD INDEX FDS
7 quarters accumulating
VANGUARD BD INDEX FDS
7 quarters accumulating
$TFC7 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
AI Quality Scored
- 53.2#1,292
Quality
$167.3M414,675 sh VANGUARD WORLD FD
—Quality
$109.1M434,553 sh- 86.4#9
Quality
$76.6M221,316 sh - 83.7
Quality
$68.5M141,633 sh - 76.1
Quality
$56.0M206,016 sh - 46.4
Quality
$54.6M1,748,585 sh CADENCE BANK
—Quality
$54.6M1,274,998 sh- 80.2
Quality
$47.9M152,900 sh - 63.2
Quality
$40.3M361,589 sh - 90.2
Quality
$38.0M203,697 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Murphy USA Inc.$MUSA | 53.2#1,292 | $167.3M | 414,675 |
| VANGUARD WORLD FD | — | $109.1M | 434,553 |
| Broadcom Inc.$AVGO | 86.4#9 | $76.6M | 221,316 |
| MICROSOFT CORP$MSFT | 83.7 | $68.5M | 141,633 |
| Apple Inc.$AAPL | 76.1 | $56.0M | 206,016 |
 MURPHY OIL CORP$MUR | 46.4 | $54.6M | 1,748,585 |
| CADENCE BANK | — | $54.6M | 1,274,998 |
 Alphabet Inc.$GOOG | 80.2 | $47.9M | 152,900 |
 Walmart Inc.$WMT | 63.2 | $40.3M | 361,589 |
 NVIDIA CORP$NVDA | 90.2 | $38.0M | 203,697 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cadence Bank's 332 positions.
Showing top 10 of 332 holdings.
Sector Allocation
Other
$414.2M
Technology
$397.6M
Consumer Discretionary
$291.9M
Financials
$171.8M
Energy
$133.4M
Industrials
$102.8M
Healthcare
$81.0M
Consumer Staples
$62.4M
Full Holdings — Cadence Bank (Q4 2025)
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 | $MUSA | Murphy USA Inc. | $167.3M | 9.8% | +0% | 53.2 |
| 2 | — | VANGUARD WORLD FD | $109.1M | 6.4% | +1% | — |
| 3 | $AVGO | Broadcom Inc. | $76.6M | 4.5% | +0% | 86.4 |
| 4 | $MSFT | MICROSOFT CORP | $68.5M | 4.0% | +2% | 83.7 |
| 5 | $AAPL | Apple Inc. | $56.0M | 3.3% | -0% | 76.1 |
| 6 | $MUR | MURPHY OIL CORP | $54.6M | 3.2% | -0% | 46.4 |
| 7 | — | CADENCE BANK | $54.6M | 3.2% | +5% | — |
| 8 | $GOOG | Alphabet Inc. | $47.9M | 2.8% | +1% | 80.2 |
| 9 | $WMT | Walmart Inc. | $40.3M | 2.4% | +2% | 63.2 |
| 10 | $NVDA | NVIDIA CORP | $38.0M | 2.2% | -4% | 90.2 |
| 11 | $AMAT | APPLIED MATERIALS INC /DE | $30.0M | 1.8% | +1% | 74.8 |
| 12 | — | ISHARES TR | $29.4M | 1.7% | +3% | — |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $26.9M | 1.6% | +2% | — |
| 14 |  $XOM | EXXON MOBIL CORP | $24.8M | 1.4% | -3% | 61.8 |
| 15 | — | VANGUARD INDEX FDS | $24.6M | 1.4% | +2% | — |
| 16 |  $RTX | RTX Corp | $24.1M | 1.4% | +0% | 70 |
| 17 | — | VANGUARD INDEX FDS | $23.0M | 1.4% | +6% | — |
| 18 |  $PG | PROCTER & GAMBLE Co | $19.8M | 1.2% | +0% | 72.9 |
| 19 |  $PFH | PRUDENTIAL FINANCIAL INC | $19.7M | 1.1% | -3% | 58.6 |
| 20 | — | VANGUARD BD INDEX FDS | $18.2M | 1.1% | +12% | — |
| 21 | $TFC | TRUIST FINANCIAL CORP | $17.4M | 1.0% | +5% | — |
| 22 |  $KMI | KINDER MORGAN, INC. | $17.3M | 1.0% | +1% | 74.6 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $16.6M | 1.0% | -2% | 35.6 |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $16.4M | 1.0% | +2% | 72.3 |
| 25 |  $PEP | PEPSICO INC | $15.3M | 0.9% | +4% | 62.7 |
| 26 |  $ABBV | AbbVie Inc. | $14.5M | 0.8% | +0% | 59.3 |
| 27 |  $MCD | MCDONALDS CORP | $13.3M | 0.8% | +19% | 73.9 |
| 28 |  $BMY | BRISTOL MYERS SQUIBB CO | $12.6M | 0.7% | +2% | 70.1 |
| 29 | — | VANGUARD INDEX FDS | $12.5M | 0.7% | +13% | — |
| 30 | — | VANGUARD TAX-MANAGED FDS | $12.2M | 0.7% | +7% | — |
| 31 |  $LLY | ELI LILLY & Co | $11.1M | 0.7% | -9% | 89.3 |
| 32 |  $NKE | NIKE, Inc. | $10.7M | 0.6% | -0% | 53.4 |
| 33 |  $QSR | Restaurant Brands International Inc. | $10.4M | 0.6% | +1% | 71.2 |
| 34 |  $BEN | FRANKLIN RESOURCES INC | $10.3M | 0.6% | +1% | 59.9 |
| 35 |  $FDX | FEDEX CORP | $9.9M | 0.6% | +1% | 60.3 |
| 36 |  $TROW | PRICE T ROWE GROUP INC | $9.7M | 0.6% | +2% | 75.8 |
| 37 |  $DELL | Dell Technologies Inc. | $9.6M | 0.6% | +3% | 76 |
| 38 | — | ISHARES TR | $9.5M | 0.6% | +6% | — |
| 39 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $9.4M | 0.6% | +1% | 33 |
| 40 |  $PM | Philip Morris International Inc. | $9.4M | 0.6% | +1% | 80.5 |
| 41 |  $AMZN | AMAZON COM INC | $9.4M | 0.6% | -0% | 74.6 |
| 42 | — | J P MORGAN EXCHANGE TRADED F | $9.0M | 0.5% | +21% | — |
| 43 |  $MTN | VAIL RESORTS INC | $8.8M | 0.5% | -3% | 65 |
| 44 |  $NTR | Nutrien Ltd. | $8.5M | 0.5% | +1% | — |
| 45 |  $GD | GENERAL DYNAMICS CORP | $8.2M | 0.5% | -37% | 73 |
| 46 |  $SIRI | SIRIUS XM HOLDINGS INC. | $7.7M | 0.5% | -6% | 37.7 |
| 47 |  $TTE | TotalEnergies SE | $7.6M | 0.4% | +0% | — |
| 48 |  $MDT | Medtronic plc | $7.4M | 0.4% | -1% | — |
| 49 |  $QCOM | QUALCOMM INC/DE | $7.4M | 0.4% | +1% | 81.9 |
| 50 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.4M | 0.4% | +10% | 68.4 |
| 51 |  $UPS | UNITED PARCEL SERVICE INC | $7.3M | 0.4% | +5% | 58.2 |
| 52 |  $LOW | LOWES COMPANIES INC | $7.3M | 0.4% | +3% | 63.5 |
| 53 |  $KNTK | Kinetik Holdings Inc. | $6.7M | 0.4% | -0% | 56.7 |
| 54 |  $FHI | FEDERATED HERMES, INC. | $6.7M | 0.4% | +0% | 70.6 |
| 55 | — | ISHARES TR | $6.7M | 0.4% | -0% | — |
| 56 | — | J P MORGAN EXCHANGE TRADED F | $6.6M | 0.4% | +14% | — |
| 57 |  $MA | Mastercard Inc | $6.5M | 0.4% | -2% | 81.7 |
| 58 |  $PFE | PFIZER INC | $6.5M | 0.4% | -10% | 69 |
| 59 |  $EOG | EOG RESOURCES INC | $6.1M | 0.3% | +1% | 71.1 |
| 60 |  $LW | Lamb Weston Holdings, Inc. | $6.1M | 0.3% | +1% | 54.2 |
| 61 |  $JNJ | JOHNSON & JOHNSON | $6.0M | 0.3% | -2% | 72.8 |
| 62 |  $V | VISA INC. | $5.9M | 0.3% | -5% | 83.5 |
| 63 |  $CVX | CHEVRON CORP | $5.7M | 0.3% | -2% | 54.7 |
| 64 | — | ISHARES TR | $5.7M | 0.3% | -2% | — |
| 65 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.4M | 0.3% | +1% | 66.7 |
| 66 |  $DPZ | DOMINOS PIZZA INC | $5.3M | 0.3% | +1% | 69.8 |
| 67 |  $HD | HOME DEPOT, INC. | $5.3M | 0.3% | +1% | 69.2 |
| 68 |  $VOYA | Voya Financial, Inc. | $5.3M | 0.3% | +44% | 62.4 |
| 69 |  $SYY | SYSCO CORP | $5.1M | 0.3% | +2% | 58.4 |
| 70 |  $HPQ | HP INC | $4.8M | 0.3% | -2% | 58.9 |
| 71 |  $ABT | ABBOTT LABORATORIES | $4.8M | 0.3% | -0% | 67 |
| 72 |  $LRCX | LAM RESEARCH CORP | $4.8M | 0.3% | +3% | 82.4 |
| 73 |  $COF | CAPITAL ONE FINANCIAL CORP | $4.7M | 0.3% | +1% | 71 |
| 74 |  $IVZ | Invesco Ltd. | $4.6M | 0.3% | -1% | — |
| 75 |  $AMP | AMERIPRISE FINANCIAL INC | $4.5M | 0.3% | +1% | 70.2 |
| 76 |  $PWR | QUANTA SERVICES, INC. | $4.4M | 0.3% | -1% | 62.6 |
| 77 |  $ANET | Arista Networks, Inc. | $4.4M | 0.3% | +0% | 86 |
| 78 |  $GOOGL | Alphabet Inc. | $4.1M | 0.2% | -15% | 80.2 |
| 79 |  $MRK | Merck & Co., Inc. | $4.1M | 0.2% | +1% | 70.9 |
| 80 |  $CUBE | CubeSmart | $4.0M | 0.2% | NEW | 64.7 |
| 81 | — | VANGUARD INDEX FDS | $3.9M | 0.2% | +1% | — |
| 82 |  $KO | COCA COLA CO | $3.9M | 0.2% | -13% | 74 |
| 83 |  $UNP | UNION PACIFIC CORP | $3.9M | 0.2% | -2% | 74 |
| 84 |  $MCK | MCKESSON CORP | $3.9M | 0.2% | -0% | 63.7 |
| 85 |  $APH | AMPHENOL CORP /DE/ | $3.8M | 0.2% | +0% | 80.5 |
| 86 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.7M | 0.2% | +4% | — |
| 87 |  $ZTS | Zoetis Inc. | $3.6M | 0.2% | NEW | 72.6 |
| 88 |  $GS | GOLDMAN SACHS GROUP INC | $3.6M | 0.2% | +19% | — |
| 89 |  $HMC | HONDA MOTOR CO LTD | $3.5M | 0.2% | +2% | — |
| 90 |  $CMI | CUMMINS INC | $3.4M | 0.2% | +0% | 58.9 |
| 91 | — | ISHARES TR | $3.3M | 0.2% | -0% | — |
| 92 |  $NSC | NORFOLK SOUTHERN CORP | $3.3M | 0.2% | +0% | 70.8 |
| 93 | — | VANGUARD SCOTTSDALE FDS | $3.3M | 0.2% | +10% | — |
| 94 | — | ISHARES TR | $3.2M | 0.2% | +0% | — |
| 95 | — | ISHARES TR | $3.2M | 0.2% | +9% | — |
| 96 |  $ETN | Eaton Corp plc | $3.2M | 0.2% | -1% | — |
| 97 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.1M | 0.2% | +1% | 67 |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.0M | 0.2% | -35% | 64.5 |
| 99 | — | VANGUARD ADMIRAL FDS INC | $3.0M | 0.2% | +21% | — |
| 100 |  $ACN | Accenture plc | $2.9M | 0.2% | -2% | — |
| 101 | — | POTLATCHDELTIC CORPORATION | $2.8M | 0.2% | +0% | — |
| 102 |  $DHR | DANAHER CORP /DE/ | $2.7M | 0.2% | -1% | 63.9 |
| 103 | — | VANGUARD SCOTTSDALE FDS | $2.5M | 0.1% | +12% | — |
| 104 |  $TRV | TRAVELERS COMPANIES, INC. | $2.5M | 0.1% | +0% | 71.5 |
| 105 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.4M | 0.1% | -2% | 63.7 |
| 106 |  $AXP | AMERICAN EXPRESS CO | $2.4M | 0.1% | -1% | 73.2 |
| 107 | — | ISHARES TR | $2.3M | 0.1% | +0% | — |
| 108 |  $ALL | ALLSTATE CORP | $2.3M | 0.1% | -1% | 76.6 |
| 109 |  $RNST | RENASANT CORP | $2.3M | 0.1% | +0% | — |
| 110 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.2M | 0.1% | -19% | — |
| 111 |  $PZZA | PAPA JOHNS INTERNATIONAL INC | $2.2M | 0.1% | +1% | 44.3 |
| 112 |  $GILD | GILEAD SCIENCES, INC. | $2.2M | 0.1% | +0% | 77.8 |
| 113 |  $CEG | Constellation Energy Corp | $2.2M | 0.1% | -3% | 62.5 |
| 114 |  $EVR | Evercore Inc. | $2.1M | 0.1% | +4% | 76.1 |
| 115 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $2.1M | 0.1% | -1% | 74.6 |
| 116 |  $COP | CONOCOPHILLIPS | $2.1M | 0.1% | +3% | 74.8 |
| 117 |  $ORLY | O REILLY AUTOMOTIVE INC | $2.0M | 0.1% | +2% | 72.7 |
| 118 |  $ROP | ROPER TECHNOLOGIES INC | $2.0M | 0.1% | +0% | 72.2 |
| 119 |  $RF | REGIONS FINANCIAL CORP | $2.0M | 0.1% | -5% | — |
| 120 |  $TXN | TEXAS INSTRUMENTS INC | $2.0M | 0.1% | -1% | 70.4 |
| 121 |  $UTHR | UNITED THERAPEUTICS Corp | $2.0M | 0.1% | +4% | 80.1 |
| 122 |  $META | Meta Platforms, Inc. | $1.9M | 0.1% | -8% | 80.9 |
| 123 |  $AMGN | AMGEN INC | $1.9M | 0.1% | +7% | 79.5 |
| 124 | — | ISHARES TR | $1.9M | 0.1% | -3% | — |
| 125 | — | SPDR SERIES TRUST | $1.8M | 0.1% | +17% | — |
| 126 |  $UFPI | UFP INDUSTRIES INC | $1.8M | 0.1% | +0% | 52.7 |
| 127 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.8M | 0.1% | -9% | 66.4 |
| 128 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 0.1% | +2% | 71.6 |
| 129 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 130 |  $ADBE | ADOBE INC. | $1.7M | 0.1% | +1% | 80.4 |
| 131 |  $PGR | PROGRESSIVE CORP/OH/ | $1.6M | 0.1% | +3% | 83.6 |
| 132 |  $INTU | INTUIT INC. | $1.6M | 0.1% | -6% | 82 |
| 133 |  $DRI | DARDEN RESTAURANTS INC | $1.6M | 0.1% | +1% | 68.6 |
| 134 |  $SPGI | S&P Global Inc. | $1.6M | 0.1% | +2% | 79.4 |
| 135 |  $FISV | FISERV INC | $1.5M | 0.1% | -7% | 67.4 |
| 136 |  $DIS | Walt Disney Co | $1.5M | 0.1% | -0% | 68.9 |
| 137 |  $WT | WisdomTree, Inc. | $1.5M | 0.1% | -0% | 62.9 |
| 138 |  $SIMO | Silicon Motion Technology CORP | $1.5M | 0.1% | +3% | — |
| 139 |  $SNPS | SYNOPSYS INC | $1.5M | 0.1% | -0% | 63.1 |
| 140 |  $TJX | TJX COMPANIES INC /DE/ | $1.5M | 0.1% | +2% | 70.7 |
| 141 |  $MPC | Marathon Petroleum Corp | $1.4M | 0.1% | +4% | 50.7 |
| 142 |  $LYV | Live Nation Entertainment, Inc. | $1.4M | 0.1% | -0% | 55 |
| 143 | — | ISHARES TR | $1.4M | 0.1% | +0% | — |
| 144 |  $ORCL | ORACLE CORP | $1.4M | 0.1% | -4% | 67.2 |
| 145 |  $DE | DEERE & CO | $1.4M | 0.1% | +0% | 57.4 |
| 146 | — | VANGUARD WHITEHALL FDS | $1.4M | 0.1% | -0% | — |
| 147 | — | VANGUARD SCOTTSDALE FDS | $1.3M | 0.1% | +29% | — |
| 148 | $BAC | BANK OF AMERICA CORP /DE/ | $1.3M | 0.1% | +20% | 68.4 |
| 149 |  $VLO | VALERO ENERGY CORP/TX | $1.3M | 0.1% | -0% | 51.4 |
| 150 |  $ULTA | Ulta Beauty, Inc. | $1.3M | 0.1% | +4% | 66.6 |
| 151 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.3M | 0.1% | -0% | 77.9 |
| 152 | — | ARK ETF TR | $1.3M | 0.1% | +0% | — |
| 153 | — | ISHARES TR | $1.3M | 0.1% | +0% | — |
| 154 | $WT | WisdomTree, Inc. | $1.3M | 0.1% | -2% | 62.9 |
| 155 |  $CPRT | COPART INC | $1.3M | 0.1% | +0% | 74.9 |
| 156 |  $TGT | TARGET CORP | $1.3M | 0.1% | -0% | 53.1 |
| 157 |  $DTB | DTE ENERGY CO | $1.3M | 0.1% | +5% | — |
| 158 |  $SO | SOUTHERN CO | $1.2M | 0.1% | -1% | 65.1 |
| 159 |  $KLAC | KLA CORP | $1.2M | 0.1% | +1% | 84.4 |
| 160 |  $VRSK | Verisk Analytics, Inc. | $1.2M | 0.1% | -0% | 77.3 |
| 161 |  $OUNZ | VanEck Merk Gold ETF | $1.1M | 0.1% | +9% | — |
| 162 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.1% | -2% | 65 |
| 163 |  $NTES | NetEase, Inc. | $1.1M | 0.1% | +0% | — |
| 164 |  $SLV | iShares Silver Trust | $1.1M | 0.1% | NEW | — |
| 165 |  $SSD | Simpson Manufacturing Co., Inc. | $1.1M | 0.1% | +3% | 62.6 |
| 166 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.1% | +0% | — |
| 167 |  $CRM | Salesforce, Inc. | $1.1M | 0.1% | -7% | 75.2 |
| 168 |  $T | AT&T INC. | $1.1M | 0.1% | +5% | 71.9 |
| 169 | — | ISHARES TR | $1.1M | 0.1% | -1% | — |
| 170 |  $MO | ALTRIA GROUP, INC. | $1.1M | 0.1% | -0% | 72.1 |
| 171 | — | ISHARES TR | $1.1M | 0.1% | -1% | — |
| 172 | — | DIMENSIONAL ETF TRUST | $1.0M | 0.1% | +0% | — |
| 173 | — | ISHARES TR | $1.0M | 0.1% | -1% | — |
| 174 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $931,979 | 0.1% | -4% | 70.9 |
| 175 | — | ISHARES TR | $928,691 | 0.1% | -2% | — |
| 176 |  $CAT | CATERPILLAR INC | $928,048 | 0.1% | -1% | 67.8 |
| 177 |  $WSM | WILLIAMS SONOMA INC | $900,271 | 0.1% | +0% | 65 |
| 178 |  $MET | METLIFE INC | $894,074 | 0.1% | +2% | 73.9 |
| 179 |  $SEIC | SEI INVESTMENTS CO | $887,866 | 0.1% | +4% | 77.9 |
| 180 |  $GSK | GSK plc | $881,836 | 0.1% | +2% | — |
| 181 |  $NEE | NEXTERA ENERGY INC | $880,189 | 0.1% | +3% | 71.7 |
| 182 |  $UNH | UNITEDHEALTH GROUP INC | $874,131 | 0.1% | -1% | 66.8 |
| 183 |  $EE | Excelerate Energy, Inc. | $841,500 | 0.1% | +0% | 50.2 |
| 184 |  $AOS | SMITH A O CORP | $838,540 | 0.1% | +3% | 66.7 |
| 185 |  $THO | THOR INDUSTRIES INC | $836,041 | 0.1% | +3% | 52.7 |
| 186 |  $DUK | Duke Energy CORP | $809,920 | 0.1% | -4% | 64 |
| 187 | — | ISHARES TR | $809,388 | 0.1% | -12% | — |
| 188 | — | ISHARES TR | $798,224 | 0.1% | -1% | — |
| 189 | — | ISHARES TR | $798,049 | 0.1% | -0% | — |
| 190 |  $D | DOMINION ENERGY, INC | $797,585 | 0.1% | +0% | 74.9 |
| 191 |  $WFC | WELLS FARGO & COMPANY/MN | $776,728 | 0.1% | +8% | — |
| 192 |  $ET | Energy Transfer LP | $772,391 | 0.1% | -1% | 64.5 |
| 193 |  $BRK.A | BERKSHIRE HATHAWAY INC | $754,800 | 0.0% | +0% | 64.5 |
| 194 |  $TSN | TYSON FOODS, INC. | $749,807 | 0.0% | +11% | 51.9 |
| 195 |  $CRWD | CrowdStrike Holdings, Inc. | $747,202 | 0.0% | +4% | 55 |
| 196 | — | DIMENSIONAL ETF TRUST | $723,122 | 0.0% | -1% | — |
| 197 | — | DIMENSIONAL ETF TRUST | $717,806 | 0.0% | -3% | — |
| 198 |  $AM | Antero Midstream Corp | $711,600 | 0.0% | +0% | 71.6 |
| 199 |  $ICLR | ICON PLC | $703,733 | 0.0% | +3% | — |
| 200 |  $GLD | SPDR GOLD TRUST | $699,090 | 0.0% | +18% | — |
| 201 | — | VANGUARD MUN BD FDS | $697,945 | 0.0% | +100% | — |
| 202 |  $GNTX | GENTEX CORP | $693,259 | 0.0% | +4% | 65.5 |
| 203 |  $HON | HONEYWELL INTERNATIONAL INC | $690,618 | 0.0% | -2% | 65.7 |
| 204 |  $NN | NEXTNAV INC. | $682,240 | 0.0% | +0% | 21.2 |
| 205 | $IVZ | Invesco Ltd. | $666,545 | 0.0% | -2% | — |
| 206 | — | FIDELITY MERRIMACK STR TR | $662,376 | 0.0% | NEW | — |
| 207 |  $EMR | EMERSON ELECTRIC CO | $658,291 | 0.0% | +3% | 65.9 |
| 208 | — | VANGUARD SPECIALIZED FUNDS | $656,469 | 0.0% | -6% | — |
| 209 |  $TSLA | Tesla, Inc. | $654,791 | 0.0% | +11% | 50.1 |
| 210 |  $NVS | NOVARTIS AG | $654,743 | 0.0% | -7% | — |
| 211 | — | SELECT SECTOR SPDR TR | $650,351 | 0.0% | +100% | — |
| 212 |  $TRMK | TRUSTMARK CORP | $624,173 | 0.0% | +0% | — |
| 213 |  $EGP | EASTGROUP PROPERTIES INC | $623,490 | 0.0% | NEW | 72.4 |
| 214 | $WT | WisdomTree, Inc. | $620,635 | 0.0% | -1% | 62.9 |
| 215 |  $OMC | OMNICOM GROUP INC. | $620,338 | 0.0% | NEW | 60.5 |
| 216 |  $DG | DOLLAR GENERAL CORP | $609,546 | 0.0% | +9% | 60.4 |
| 217 | — | ISHARES TR | $594,485 | 0.0% | +11% | — |
| 218 |  $BKNG | Booking Holdings Inc. | $594,441 | 0.0% | +1% | 55.3 |
| 219 | — | ISHARES TR | $579,802 | 0.0% | +0% | — |
| 220 |  $GE | GENERAL ELECTRIC CO | $574,783 | 0.0% | +24% | 74.8 |
| 221 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $568,939 | 0.0% | -0% | 75.4 |
| 222 |  $CF | CF Industries Holdings, Inc. | $564,117 | 0.0% | +0% | 76.8 |
| 223 |  $ECL | ECOLAB INC. | $562,054 | 0.0% | +0% | 64.3 |
| 224 |  $UNM | Unum Group | $561,719 | 0.0% | +0% | 49.5 |
| 225 |  $LUV | SOUTHWEST AIRLINES CO | $545,845 | 0.0% | +3% | 51.1 |
| 226 | — | VANGUARD WORLD FD | $544,229 | 0.0% | +18% | — |
| 227 | — | ISHARES TR | $537,960 | 0.0% | +0% | — |
| 228 |  $PLD | Prologis, Inc. | $536,043 | 0.0% | -0% | 67.5 |
| 229 |  $BA | BOEING CO | $533,849 | 0.0% | -1% | 51.8 |
| 230 | — | SCHWAB STRATEGIC TR | $528,369 | 0.0% | NEW | — |
| 231 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $526,078 | 0.0% | +4% | 56.5 |
| 232 |  $IBIT | iShares Bitcoin Trust ETF | $516,757 | 0.0% | -44% | — |
| 233 |  $UL | UNILEVER PLC | $507,133 | 0.0% | -23% | — |
| 234 |  $LKQ | LKQ CORP | $506,695 | 0.0% | +10% | 54.3 |
| 235 | — | ISHARES TR | $497,602 | 0.0% | -0% | — |
| 236 | — | ISHARES TR | $484,646 | 0.0% | -32% | — |
| 237 |  $FNV | FRANCO NEVADA Corp | $483,998 | 0.0% | +0% | — |
| 238 |  $FIS | Fidelity National Information Services, Inc. | $483,096 | 0.0% | -0% | 69.6 |
| 239 |  $INTC | INTEL CORP | $477,116 | 0.0% | +6% | 41.5 |
| 240 |  $ETR | ENTERGY CORP /DE/ | $476,845 | 0.0% | -11% | 65.1 |
| 241 |  $SAN | Banco Santander, S.A. | $474,021 | 0.0% | +0% | — |
| 242 |  $NEU | NEWMARKET CORP | $470,085 | 0.0% | NEW | 68.9 |
| 243 |  $FHN | FIRST HORIZON CORP | $468,440 | 0.0% | NEW | 43.8 |
| 244 |  $O | REALTY INCOME CORP | $462,402 | 0.0% | +1% | 74.6 |
| 245 |  $BLK | BlackRock, Inc. | $462,385 | 0.0% | -14% | 70.3 |
| 246 |  $SHW | SHERWIN WILLIAMS CO | $460,122 | 0.0% | +33% | 65.3 |
| 247 |  $ALK | ALASKA AIR GROUP, INC. | $458,987 | 0.0% | +3% | 56.3 |
| 248 |  $GIS | GENERAL MILLS INC | $437,146 | 0.0% | -62% | 64.1 |
| 249 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $430,851 | 0.0% | +0% | 63.2 |
| 250 |  $CNP | CENTERPOINT ENERGY INC | $427,836 | 0.0% | -2% | 55.9 |
| 251 |  $MDLZ | Mondelez International, Inc. | $427,140 | 0.0% | -13% | 53.9 |
| 252 |  $COR | Cencora, Inc. | $425,564 | 0.0% | -0% | 59.6 |
| 253 | — | PIMCO ETF TR | $423,048 | 0.0% | NEW | — |
| 254 |  $WMB | WILLIAMS COMPANIES, INC. | $411,152 | 0.0% | -11% | 72.8 |
| 255 |  $CL | COLGATE PALMOLIVE CO | $405,530 | 0.0% | +2% | 72.4 |
| 256 |  $RGLD | ROYAL GOLD INC | $404,567 | 0.0% | +0% | 79.4 |
| 257 | — | JOHN HANCOCK EXCHANGE TRADED | $402,864 | 0.0% | +0% | — |
| 258 | — | ISHARES TR | $396,054 | 0.0% | -12% | — |
| 259 |  $MS | MORGAN STANLEY | $387,734 | 0.0% | +0% | — |
| 260 |  $AMT | AMERICAN TOWER CORP /MA/ | $384,498 | 0.0% | -11% | 69.8 |
| 261 |  $C | CITIGROUP INC | $380,175 | 0.0% | -24% | 54.8 |
| 262 | — | VANGUARD INDEX FDS | $375,503 | 0.0% | -1% | — |
| 263 |  $CVS | CVS HEALTH Corp | $374,182 | 0.0% | +2% | 51.3 |
| 264 |  $ALB | ALBEMARLE CORP | $364,915 | 0.0% | NEW | 50.2 |
| 265 |  $EIX | EDISON INTERNATIONAL | $360,780 | 0.0% | +9% | 70.7 |
| 266 | — | DIMENSIONAL ETF TRUST | $359,566 | 0.0% | +0% | — |
| 267 |  $RKT | Rocket Companies, Inc. | $354,075 | 0.0% | +0% | — |
| 268 |  $A | AGILENT TECHNOLOGIES, INC. | $351,740 | 0.0% | +0% | 64.6 |
| 269 |  $ED | CONSOLIDATED EDISON INC | $348,811 | 0.0% | -18% | 71.6 |
| 270 | — | DIMENSIONAL ETF TRUST | $346,675 | 0.0% | -4% | — |
| 271 | — | SPDR SERIES TRUST | $344,043 | 0.0% | +29% | — |
| 272 |  $MMM | 3M CO | $343,414 | 0.0% | +0% | 60.7 |
| 273 |  $F | FORD MOTOR CO | $340,109 | 0.0% | -3% | 58.5 |
| 274 | — | VANGUARD INDEX FDS | $339,771 | 0.0% | +0% | — |
| 275 | — | VANGUARD WORLD FD | $337,462 | 0.0% | +40% | — |
| 276 |  $STZ | CONSTELLATION BRANDS, INC. | $332,345 | 0.0% | -27% | 65 |
| 277 |  $CINF | CINCINNATI FINANCIAL CORP | $327,129 | 0.0% | -0% | 77 |
| 278 |  $PANW | Palo Alto Networks Inc | $325,297 | 0.0% | +6% | 66.5 |
| 279 |  $GEV | GE Vernova Inc. | $322,209 | 0.0% | +26% | 70.1 |
| 280 | — | SPDR SERIES TRUST | $320,230 | 0.0% | -50% | — |
| 281 |  $MU | MICRON TECHNOLOGY INC | $314,806 | 0.0% | NEW | 88.4 |
| 282 | — | ISHARES TR | $312,031 | 0.0% | -11% | — |
| 283 | — | VANGUARD SCOTTSDALE FDS | $306,122 | 0.0% | -4% | — |
| 284 |  $PSX | Phillips 66 | $300,534 | 0.0% | -0% | 47.6 |
| 285 |  $PAYX | PAYCHEX INC | $297,164 | 0.0% | +7% | 75.1 |
| 286 |  $AMD | ADVANCED MICRO DEVICES INC | $287,402 | 0.0% | NEW | 78.8 |
| 287 |  $SYK | STRYKER CORP | $286,096 | 0.0% | +2% | 69.8 |
| 288 |  $SBRA | Sabra Health Care REIT, Inc. | $284,100 | 0.0% | +0% | 73.5 |
| 289 |  $MASI | MASIMO CORP | $282,490 | 0.0% | +0% | 47.1 |
| 290 |  $UBER | Uber Technologies, Inc | $275,035 | 0.0% | -54% | 79.3 |
| 291 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $265,992 | 0.0% | -0% | 69.4 |
| 292 |  $AJG | Arthur J. Gallagher & Co. | $262,671 | 0.0% | -8% | 72.1 |
| 293 | $IVZ | Invesco Ltd. | $259,714 | 0.0% | +0% | — |
| 294 |  $WPC | W. P. Carey Inc. | $257,504 | 0.0% | +0% | 62.1 |
| 295 |  $GM | General Motors Co | $249,001 | 0.0% | NEW | 58.7 |
| 296 | — | J P MORGAN EXCHANGE TRADED F | $248,566 | 0.0% | +0% | — |
| 297 |  $BP | BP PLC | $246,583 | 0.0% | NEW | — |
| 298 | — | DIMENSIONAL ETF TRUST | $246,555 | 0.0% | -1% | — |
| 299 |  $LNG | Cheniere Energy, Inc. | $243,376 | 0.0% | -5% | 48.4 |
| 300 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $241,700 | 0.0% | -7% | 68.8 |
| 301 | — | ISHARES TR | $241,549 | 0.0% | -7% | — |
| 302 |  $CB | Chubb Ltd | $240,956 | 0.0% | +2% | — |
| 303 |  $PSA | Public Storage | $240,297 | 0.0% | +0% | 73.9 |
| 304 | — | ISHARES TR | $238,680 | 0.0% | +0% | — |
| 305 | — | VANGUARD WELLINGTON FD | $229,500 | 0.0% | +0% | — |
| 306 | $WT | WisdomTree, Inc. | $228,443 | 0.0% | -0% | 62.9 |
| 307 |  $SJM | J M SMUCKER Co | $226,527 | 0.0% | +0% | 46.4 |
| 308 |  $PLGO | Pelagos Insurance Capital Ltd | $226,268 | 0.0% | +0% | — |
| 309 | $IVZ | Invesco Ltd. | $224,440 | 0.0% | +0% | — |
| 310 | — | VANGUARD INDEX FDS | $221,488 | 0.0% | -7% | — |
| 311 |  $FN | Fabrinet | $221,266 | 0.0% | -12% | 72.4 |
| 312 |  $BSM | Black Stone Minerals, L.P. | $220,038 | 0.0% | -38% | 65.3 |
| 313 | — | ISHARES TR | $216,829 | 0.0% | +3% | — |
| 314 | — | ISHARES TR | $216,552 | 0.0% | -8% | — |
| 315 | — | VANGUARD SCOTTSDALE FDS | $216,328 | 0.0% | +0% | — |
| 316 |  $SA | SEABRIDGE GOLD INC | $214,409 | 0.0% | NEW | — |
| 317 | — | ISHARES TR | $213,705 | 0.0% | +0% | — |
| 318 | — | ISHARES TR | $210,833 | 0.0% | +0% | — |
| 319 | — | ISHARES TR | $210,465 | 0.0% | -31% | — |
| 320 |  $LYB | LyondellBasell Industries N.V. | $210,134 | 0.0% | -35% | — |
| 321 |  $NOW | ServiceNow, Inc. | $209,103 | 0.0% | +411% | 76 |
| 322 | — | SELECT SECTOR SPDR TR | $207,892 | 0.0% | +100% | — |
| 323 | — | DIMENSIONAL ETF TRUST | $206,960 | 0.0% | -2% | — |
| 324 | — | ISHARES TR | $205,645 | 0.0% | -6% | — |
| 325 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $205,531 | 0.0% | +2% | 69.5 |
| 326 |  $ICE | Intercontinental Exchange, Inc. | $204,717 | 0.0% | +0% | 73.8 |
| 327 |  $KRP | Kimbell Royalty Partners, LP | $183,750 | 0.0% | +0% | 68.1 |
| 328 |  $GNL | Global Net Lease, Inc. | $133,300 | 0.0% | +0% | 39.5 |
| 329 |  $PSEC | PROSPECT CAPITAL CORP | $106,667 | 0.0% | +5% | — |
| 330 |  $AMCR | Amcor plc | $89,004 | 0.0% | -3% | — |
| 331 |  $LUMN | Lumen Technologies, Inc. | $77,700 | 0.0% | +0% | 39.8 |
| 332 |  $TGB | Trekor Metals Ltd | $57,154 | 0.0% | +0% | — |
New Positions (16)
$CUBE CubeSmart$4.0M$ZTS Zoetis Inc.$3.6M$SLV iShares Silver Trust$1.1M FIDELITY MERRIMACK STR TR$662,376
$EGP EASTGROUP PROPERTIES INC$623,490$OMC OMNICOM GROUP INC.$620,338 SCHWAB STRATEGIC TR$528,369
$NEU NEWMARKET CORP$470,085$FHN FIRST HORIZON CORP$468,440 PIMCO ETF TR$423,048
$ALB ALBEMARLE CORP$364,915$MU MICRON TECHNOLOGY INC$314,806$AMD ADVANCED MICRO DEVICES INC$287,402$GM General Motors Co$249,001$BP BP PLC$246,583Exited Positions (20)
$CAG CONAGRA BRANDS INC.
$CCZ COMCAST CORP
$WEST Westrock Coffee Co
$DK Delek US Holdings, Inc. INTERPUBLIC GROUP COS INC
ISHARES INC
ETF SER SOLUTIONS
GLOBAL X FDS
$KMB KIMBERLY CLARK CORP
$TEL TE Connectivity plc
$WY WEYERHAEUSER CO SSGA ACTIVE ETF TR
ALPS ETF TR
$CCI CROWN CASTLE INC. VANGUARD INTL EQUITY INDEX F
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