Legacy Private Trust Co.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1352547
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.6B
incl. option notional
Equity Holdings
ⓘ$1.6B
Option Notional
ⓘ$8.2M
$8.2M puts / $0 calls
Holdings
260
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Legacy Private Trust Co. disclosed 260 positions worth $1.6B in its Form 13F-HR for Q1 2026 — $1.6B in common stock plus $8.2M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 11 new positions and exited 5 — including a new stake in $AAPL and a full exit from $CMG. The portfolio is most concentrated in Other (62.2% of disclosed assets). All figures are sourced directly from Legacy Private Trust Co.’s Form 13F-HR filing with the SEC under CIK 1352547.
AI Fund Analysis
StableISHARES TR
13.3% weight
Held 9 quarters
VANGUARD INDEX FDS
9.7% weight
Held 9 quarters
VANGUARD TAX-MANAGED FDS
4.5% weight
Held 9 quarters
SPDR SERIES TRUST
4.3% weight
Held 9 quarters
$AAPL3.0% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
6 quarters accumulating
ISHARES TR
5 quarters accumulating
$IVZ5 quarters accumulating
$ORCL5 quarters accumulating
$WFC4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$WFCPUT$6M notional
$AAPLPUT$2M notional
$MSFTPUT$259K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$215.9M330,547 shVANGUARD INDEX FDS
—Quality
$156.4M487,405 shVANGUARD TAX-MANAGED FDS
—Quality
$71.9M1,122,493 shSPDR SERIES TRUST
—Quality
$70.0M885,980 sh- 76.1
Quality
$48.2M189,739 sh - 90.2
Quality
$44.0M252,265 sh VANGUARD INDEX FDS
—Quality
$34.7M168,416 sh- 80.2
Quality
$33.7M117,249 sh SCHWAB STRATEGIC TR
—Quality
$32.2M1,282,088 sh- 86.4
Quality
$28.4M91,698 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $215.9M | 330,547 |
| VANGUARD INDEX FDS | — | $156.4M | 487,405 |
| VANGUARD TAX-MANAGED FDS | — | $71.9M | 1,122,493 |
| SPDR SERIES TRUST | — | $70.0M | 885,980 |
| Apple Inc.$AAPL | 76.1 | $48.2M | 189,739 |
 NVIDIA CORP$NVDA | 90.2 | $44.0M | 252,265 |
| VANGUARD INDEX FDS | — | $34.7M | 168,416 |
 Alphabet Inc.$GOOG | 80.2 | $33.7M | 117,249 |
| SCHWAB STRATEGIC TR | — | $32.2M | 1,282,088 |
 Broadcom Inc.$AVGO | 86.4 | $28.4M | 91,698 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Private Trust Co.'s 260 positions.
Showing top 10 of 260 holdings.
Sector Allocation
Other
$1.0B
Technology
$238.0M
Financials
$161.2M
Consumer Discretionary
$66.6M
Healthcare
$41.4M
Industrials
$36.5M
Energy
$20.8M
Consumer Staples
$18.3M
Full Holdings — Legacy Private Trust Co. (Q1 2026)
All 260 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 | $215.9M | 13.3% | -1% | — |
| 2 | — | VANGUARD INDEX FDS | $156.4M | 9.7% | -2% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS | $71.9M | 4.5% | -2% | — |
| 4 | — | SPDR SERIES TRUST | $70.0M | 4.3% | -1% | — |
| 5 | $AAPL | Apple Inc. | $48.2M | 3.0% | -2% | 76.1 |
| 6 | $NVDA | NVIDIA CORP | $44.0M | 2.7% | -3% | 90.2 |
| 7 | — | VANGUARD INDEX FDS | $34.7M | 2.1% | -3% | — |
| 8 | $GOOG | Alphabet Inc. | $33.7M | 2.1% | -3% | 80.2 |
| 9 | — | SCHWAB STRATEGIC TR | $32.2M | 2.0% | -4% | — |
| 10 | $AVGO | Broadcom Inc. | $28.4M | 1.8% | +1% | 86.4 |
| 11 | — | VANGUARD BD INDEX FDS | $27.3M | 1.7% | +1% | — |
| 12 | — | PIMCO ETF TR | $27.1M | 1.7% | -0% | — |
| 13 |  $MSFT | MICROSOFT CORP | $26.5M | 1.6% | -1% | 83.7 |
| 14 | — | JANUS DETROIT STR TR | $26.0M | 1.6% | +6% | — |
| 15 | — | VANGUARD INTL EQUITY INDEX F | $24.8M | 1.5% | +3% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $22.5M | 1.4% | -2% | 35.6 |
| 17 | — | VANGUARD STAR FDS | $22.4M | 1.4% | -2% | — |
| 18 | — | ISHARES TR | $21.4M | 1.3% | -12% | — |
| 19 |  $AMZN | AMAZON COM INC | $19.9M | 1.2% | -2% | 74.6 |
| 20 | — | ISHARES TR | $15.8M | 1.0% | -6% | — |
| 21 |  $LLY | ELI LILLY & Co | $13.2M | 0.8% | +33% | 89.3 |
| 22 |  $WMT | Walmart Inc. | $12.6M | 0.8% | -11% | 63.2 |
| 23 |  $META | Meta Platforms, Inc. | $12.3M | 0.8% | -5% | 80.9 |
| 24 | — | ISHARES TR | $12.2M | 0.8% | -0% | — |
| 25 | $IVZ | Invesco Ltd. | $12.1M | 0.8% | -12% | — |
| 26 | — | ISHARES TR | $11.7M | 0.7% | +2% | — |
| 27 | — | VANGUARD INDEX FDS | $11.4M | 0.7% | -0% | — |
| 28 | $WFC | WELLS FARGO & COMPANY/MN | $11.3M | 0.7% | +5% | — |
| 29 | — | ISHARES TR | $10.8M | 0.7% | -6% | — |
| 30 |  $UNP | UNION PACIFIC CORP | $10.4M | 0.6% | -7% | 74 |
| 31 |  $MA | Mastercard Inc | $9.7M | 0.6% | +1% | 81.7 |
| 32 |  $MCK | MCKESSON CORP | $9.6M | 0.6% | -5% | 63.7 |
| 33 | — | ISHARES TR | $9.4M | 0.6% | +32% | — |
| 34 | — | ISHARES TR | $9.4M | 0.6% | -4% | — |
| 35 | $IVZ | Invesco Ltd. | $9.3M | 0.6% | +9% | — |
| 36 | — | SCHWAB STRATEGIC TR | $9.3M | 0.6% | +2% | — |
| 37 | $IVZ | Invesco Ltd. | $9.2M | 0.6% | -2% | — |
| 38 |  $GS | GOLDMAN SACHS GROUP INC | $9.2M | 0.6% | -1% | — |
| 39 |  $JNJ | JOHNSON & JOHNSON | $8.9M | 0.6% | -9% | 72.8 |
| 40 | — | 1SCHWAB STRATEGIC TR | $8.8M | 0.5% | -1% | — |
| 41 | — | ISHARES TR | $8.7M | 0.5% | +14% | — |
| 42 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.6M | 0.5% | -4% | 67 |
| 43 |  $CVX | CHEVRON CORP | $8.5M | 0.5% | -14% | 54.7 |
| 44 | — | ISHARES TR | $8.5M | 0.5% | -5% | — |
| 45 | — | ISHARES TR | $7.8M | 0.5% | +13% | — |
| 46 |  $GE | GENERAL ELECTRIC CO | $7.8M | 0.5% | -5% | 74.8 |
| 47 | — | PROSHARES TR | $7.7M | 0.5% | -5% | — |
| 48 | — | ISHARES TR | $7.0M | 0.4% | -3% | — |
| 49 | — | ISHARES TR | $6.9M | 0.4% | +25% | — |
| 50 |  $ABBV | AbbVie Inc. | $6.9M | 0.4% | +1% | 59.3 |
| 51 | — | ISHARES TR | $6.8M | 0.4% | -3% | — |
| 52 |  $ASB | ASSOCIATED BANC-CORP | $6.8M | 0.4% | +0% | — |
| 53 |  $LOW | LOWES COMPANIES INC | $6.3M | 0.4% | -4% | 63.5 |
| 54 | — | SELECT SECTOR SPDR TR | $6.3M | 0.4% | +44% | — |
| 55 | $WFCPUT | WELLS FARGO & COMPANY/MN | $6.3M | — | +0% | — |
| 56 | — | J P MORGAN EXCHANGE TRADED F | $6.2M | 0.4% | +2% | — |
| 57 |  $TSLA | Tesla, Inc. | $6.2M | 0.4% | -1% | 50.1 |
| 58 | — | SCHWAB STRATEGIC TR | $6.0M | 0.4% | -2% | — |
| 59 |  $COP | CONOCOPHILLIPS | $5.9M | 0.4% | -13% | 74.8 |
| 60 | — | SELECT SECTOR SPDR TR | $5.6M | 0.3% | -1% | — |
| 61 |  $LIN | LINDE PLC | $5.6M | 0.3% | -6% | — |
| 62 |  $XOM | EXXON MOBIL CORP | $5.5M | 0.3% | -7% | 61.8 |
| 63 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5.3M | 0.3% | -1% | 63.7 |
| 64 |  $TJX | TJX COMPANIES INC /DE/ | $5.2M | 0.3% | -4% | 70.7 |
| 65 | $IVZ | Invesco Ltd. | $5.2M | 0.3% | -7% | — |
| 66 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.2M | 0.3% | -4% | 68.4 |
| 67 | — | MORGAN STANLEY ETF TRUST | $4.7M | 0.3% | +11% | — |
| 68 |  $V | VISA INC. | $4.5M | 0.3% | +1% | 83.5 |
| 69 | — | J P MORGAN EXCHANGE TRADED F | $4.5M | 0.3% | -8% | — |
| 70 | — | ISHARES TR | $4.5M | 0.3% | -15% | — |
| 71 |  $STT | STATE STREET CORP | $4.4M | 0.3% | -3% | 61.5 |
| 72 |  $PH | Parker-Hannifin Corp | $4.4M | 0.3% | -7% | 73.8 |
| 73 | — | PIMCO ETF TR | $4.4M | 0.3% | +79% | — |
| 74 | — | LISTED FDS TR | $4.3M | 0.3% | +1% | — |
| 75 |  $PANW | Palo Alto Networks Inc | $4.3M | 0.3% | +10% | 66.5 |
| 76 |  $AMP | AMERIPRISE FINANCIAL INC | $4.2M | 0.3% | -14% | 70.2 |
| 77 |  $NFLX | NETFLIX INC | $4.2M | 0.3% | +24% | 86.7 |
| 78 | — | ISHARES TR | $4.1M | 0.3% | -15% | — |
| 79 | — | CAPITAL GRP FIXED INCM ETF T | $4.1M | 0.3% | +64% | — |
| 80 | — | PROSHARES TR | $4.0M | 0.3% | -3% | — |
| 81 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.0M | 0.3% | -0% | 64.5 |
| 82 |  $GOOGL | Alphabet Inc. | $3.9M | 0.2% | +4% | 80.2 |
| 83 | $IVZ | Invesco Ltd. | $3.7M | 0.2% | -10% | — |
| 84 |  $UBER | Uber Technologies, Inc | $3.7M | 0.2% | -12% | 79.3 |
| 85 |  $MCD | MCDONALDS CORP | $3.5M | 0.2% | -3% | 73.9 |
| 86 |  $UNH | UNITEDHEALTH GROUP INC | $3.4M | 0.2% | -8% | 66.8 |
| 87 |  $BA | BOEING CO | $3.4M | 0.2% | -4% | 51.8 |
| 88 | $IVZ | Invesco Ltd. | $3.2M | 0.2% | +18% | — |
| 89 |  $HD | HOME DEPOT, INC. | $3.1M | 0.2% | -1% | 69.2 |
| 90 |  $KMB | KIMBERLY CLARK CORP | $3.0M | 0.2% | -3% | 61.7 |
| 91 | — | SELECT SECTOR SPDR TR | $3.0M | 0.2% | -11% | — |
| 92 |  $DHR | DANAHER CORP /DE/ | $2.9M | 0.2% | -12% | 63.9 |
| 93 | — | J P MORGAN EXCHANGE TRADED F | $2.9M | 0.2% | -7% | — |
| 94 |  $TXN | TEXAS INSTRUMENTS INC | $2.8M | 0.2% | -16% | 70.4 |
| 95 |  $NIC | NICOLET BANKSHARES INC | $2.8M | 0.2% | -7% | — |
| 96 |  $CRM | Salesforce, Inc. | $2.8M | 0.2% | +156% | 75.2 |
| 97 | $IVZ | Invesco Ltd. | $2.8M | 0.2% | +21% | — |
| 98 |  $CSCO | CISCO SYSTEMS, INC. | $2.8M | 0.2% | -11% | 72.3 |
| 99 | — | ISHARES TR | $2.7M | 0.2% | -31% | — |
| 100 |  $PG | PROCTER & GAMBLE Co | $2.6M | 0.2% | -2% | 72.9 |
| 101 |  $USB | US BANCORP DE | $2.6M | 0.2% | -0% | 71.4 |
| 102 |  $EMR | EMERSON ELECTRIC CO | $2.5M | 0.2% | -7% | 65.9 |
| 103 | — | INVESCO EXCHANGE TRADED FD T | $2.5M | 0.1% | -29% | — |
| 104 |  $BLK | BlackRock, Inc. | $2.4M | 0.1% | +13% | 70.3 |
| 105 |  $ABT | ABBOTT LABORATORIES | $2.4M | 0.1% | +10% | 67 |
| 106 |  $FISV | FISERV INC | $2.3M | 0.1% | -42% | 67.4 |
| 107 | — | ISHARES TR | $2.2M | 0.1% | -21% | — |
| 108 |  $DIS | Walt Disney Co | $2.2M | 0.1% | -8% | 68.9 |
| 109 | — | VANGUARD WORLD FD | $2.1M | 0.1% | -42% | — |
| 110 |  $MO | ALTRIA GROUP, INC. | $2.1M | 0.1% | -1% | 72.1 |
| 111 |  $MRK | Merck & Co., Inc. | $2.1M | 0.1% | -6% | 70.9 |
| 112 | — | ISHARES TR | $2.0M | 0.1% | -15% | — |
| 113 | — | ISHARES TR | $2.0M | 0.1% | -2% | — |
| 114 | $IVZ | Invesco Ltd. | $2.0M | 0.1% | +50% | — |
| 115 | $ORCL | ORACLE CORP | $2.0M | 0.1% | +157% | 67.2 |
| 116 | — | ISHARES TR | $2.0M | 0.1% | -15% | — |
| 117 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.9M | 0.1% | -12% | 74.6 |
| 118 | — | SPDR INDEX SHS FDS | $1.9M | 0.1% | -5% | — |
| 119 | — | J P MORGAN EXCHANGE TRADED F | $1.9M | 0.1% | -0% | — |
| 120 |  $MMM | 3M CO | $1.9M | 0.1% | -16% | 60.7 |
| 121 | — | VANGUARD INDEX FDS | $1.9M | 0.1% | +0% | — |
| 122 | — | ARK ETF TR | $1.9M | 0.1% | -0% | — |
| 123 |  $ECL | ECOLAB INC. | $1.9M | 0.1% | +4% | 64.3 |
| 124 |  $GLW | CORNING INC /NY | $1.8M | 0.1% | +12% | 72.7 |
| 125 | — | 1ISHARES TR | $1.8M | 0.1% | -3% | — |
| 126 | $IVZ | Invesco Ltd. | $1.7M | 0.1% | +168% | — |
| 127 |  $NEE | NEXTERA ENERGY INC | $1.7M | 0.1% | +5% | 71.7 |
| 128 |  $PGR | PROGRESSIVE CORP/OH/ | $1.7M | 0.1% | +67% | 83.6 |
| 129 | $IVZ | Invesco Ltd. | $1.7M | 0.1% | -7% | — |
| 130 |  $AMCR | Amcor plc | $1.7M | 0.1% | -81% | — |
| 131 | — | SPDR SERIES TRUST | $1.7M | 0.1% | +0% | — |
| 132 | $AAPLPUT | Apple Inc. | $1.6M | — | NEW | 76.1 |
| 133 | — | BNY MELLON ETF TRUST | $1.6M | 0.1% | -5% | — |
| 134 | $IVZ | Invesco Ltd. | $1.6M | 0.1% | +151% | — |
| 135 |  $AMGN | AMGEN INC | $1.6M | 0.1% | -26% | 79.5 |
| 136 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.1% | -53% | — |
| 137 |  $CAT | CATERPILLAR INC | $1.6M | 0.1% | +1% | 67.8 |
| 138 |  $CB | Chubb Ltd | $1.6M | 0.1% | -15% | — |
| 139 |  $RTX | RTX Corp | $1.5M | 0.1% | -1% | 70 |
| 140 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.1% | -1% | 81.9 |
| 141 |  $KO | COCA COLA CO | $1.4M | 0.1% | +2% | 74 |
| 142 |  $PEP | PEPSICO INC | $1.4M | 0.1% | -0% | 62.7 |
| 143 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | -58% | — |
| 144 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | +74% | — |
| 145 | — | ISHARES TR | $1.4M | 0.1% | +0% | — |
| 146 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | +76% | — |
| 147 | — | ISHARES TR | $1.3M | 0.1% | -25% | — |
| 148 |  $SPY | SPDR S&P 500 ETF TRUST | $1.3M | 0.1% | -36% | — |
| 149 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $1.3M | 0.1% | -22% | 68.8 |
| 150 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | NEW | — |
| 151 |  $ETN | Eaton Corp plc | $1.2M | 0.1% | NEW | — |
| 152 |  $BKNG | Booking Holdings Inc. | $1.2M | 0.1% | -24% | 55.3 |
| 153 |  $AZO | AUTOZONE INC | $1.2M | 0.1% | -7% | 66.5 |
| 154 |  $WEC | WEC ENERGY GROUP, INC. | $1.2M | 0.1% | +0% | 67 |
| 155 | — | SELECT SECTOR SPDR TR | $1.2M | 0.1% | +33% | — |
| 156 | — | ISHARES TR | $1.2M | 0.1% | +0% | — |
| 157 | — | PIMCO ETF TR | $1.1M | 0.1% | -33% | — |
| 158 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +4% | — |
| 159 | — | SELECT SECTOR SPDR TR | $1.0M | 0.1% | +29% | — |
| 160 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.0M | 0.1% | +0% | — |
| 161 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.0M | 0.1% | -2% | 66.7 |
| 162 | — | ISHARES TR | $1.0M | 0.1% | +0% | — |
| 163 | $GS | GOLDMAN SACHS GROUP INC | $980,701 | 0.1% | -4% | — |
| 164 | — | J P MORGAN EXCHANGE TRADED F | $975,485 | 0.1% | +121% | — |
| 165 | $IVZ | Invesco Ltd. | $971,898 | 0.1% | +0% | — |
| 166 | — | ISHARES TR | $970,534 | 0.1% | -2% | — |
| 167 |  $AFL | AFLAC INC | $953,270 | 0.1% | -11% | 60.3 |
| 168 | — | SELECT SECTOR SPDR TR | $914,846 | 0.1% | +9% | — |
| 169 | — | INVESCO EXCHANGE TRADED FD T | $899,483 | 0.1% | -27% | — |
| 170 |  $TGT | TARGET CORP | $887,426 | 0.1% | -9% | 53.1 |
| 171 |  $APD | Air Products & Chemicals, Inc. | $884,251 | 0.1% | -0% | 41.2 |
| 172 |  $LMT | LOCKHEED MARTIN CORP | $825,596 | 0.1% | -14% | 65 |
| 173 |  $ACN | Accenture plc | $806,445 | 0.1% | -3% | — |
| 174 | — | VANGUARD INDEX FDS | $803,242 | 0.1% | +0% | — |
| 175 | — | VANGUARD INDEX FDS | $774,597 | 0.1% | +11% | — |
| 176 | $IVZ | Invesco Ltd. | $758,461 | 0.1% | +0% | — |
| 177 | — | VANGUARD SPECIALIZED FUNDS | $749,914 | 0.1% | +0% | — |
| 178 | — | SELECT SECTOR SPDR TR | $734,197 | 0.1% | +12% | — |
| 179 | — | ISHARES TR | $729,017 | 0.1% | -76% | — |
| 180 | — | 1VANGUARD SCOTTSDALE FDS | $718,518 | 0.0% | +0% | — |
| 181 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | +0% | 64.5 |
| 182 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $698,542 | 0.0% | +0% | — |
| 183 | — | VANGUARD WHITEHALL FDS | $690,779 | 0.0% | +0% | — |
| 184 |  $GD | GENERAL DYNAMICS CORP | $674,427 | 0.0% | -1% | 73 |
| 185 | — | ISHARES TR | $655,075 | 0.0% | +0% | — |
| 186 | — | FIRST TR EXCHNG TRADED FD VI | $642,395 | 0.0% | -1% | — |
| 187 | — | ISHARES TR | $640,949 | 0.0% | -0% | — |
| 188 |  $HON | HONEYWELL INTERNATIONAL INC | $621,356 | 0.0% | +0% | 65.7 |
| 189 |  $PSX | Phillips 66 | $620,322 | 0.0% | +0% | 47.6 |
| 190 | — | ISHARES INC | $613,660 | 0.0% | +6% | — |
| 191 |  $PM | Philip Morris International Inc. | $590,263 | 0.0% | -1% | 80.5 |
| 192 | — | ISHARES TR | $578,624 | 0.0% | +0% | — |
| 193 |  $TMUS | T-Mobile US, Inc. | $564,770 | 0.0% | -29% | 72.7 |
| 194 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $563,240 | 0.0% | +0% | 68.2 |
| 195 |  $DTB | DTE ENERGY CO | $554,904 | 0.0% | -23% | — |
| 196 | $IVZ | Invesco Ltd. | $553,524 | 0.0% | -28% | — |
| 197 | — | SELECT SECTOR SPDR TR | $524,457 | 0.0% | -63% | — |
| 198 | — | VANGUARD INDEX FDS | $514,230 | 0.0% | +1% | — |
| 199 | — | FIRST TR EXCH TRADED FD III | $509,031 | 0.0% | +0% | — |
| 200 | — | VANGUARD INDEX FDS | $508,860 | 0.0% | +0% | — |
| 201 |  $BFC | Bank First Corp | $505,799 | 0.0% | -11% | — |
| 202 | — | VANECK ETF TRUST | $504,290 | 0.0% | -8% | — |
| 203 |  $BMY | BRISTOL MYERS SQUIBB CO | $498,846 | 0.0% | -4% | 70.1 |
| 204 |  $MCO | MOODYS CORP /DE/ | $497,325 | 0.0% | -0% | 81.3 |
| 205 | — | ISHARES TR | $483,689 | 0.0% | -37% | — |
| 206 |  $CMI | CUMMINS INC | $482,065 | 0.0% | -0% | 58.9 |
| 207 |  $SHW | SHERWIN WILLIAMS CO | $459,668 | 0.0% | -5% | 65.3 |
| 208 |  $GWW | W.W. GRAINGER, INC. | $458,140 | 0.0% | +0% | 69.5 |
| 209 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $450,390 | 0.0% | +0% | 75.4 |
| 210 |  $BN | BROOKFIELD Corp /ON/ | $446,788 | 0.0% | +0% | — |
| 211 |  $WT | WisdomTree, Inc. | $441,923 | 0.0% | +0% | 62.9 |
| 212 |  $AXP | AMERICAN EXPRESS CO | $409,860 | 0.0% | +0% | 73.2 |
| 213 |  $STZ | CONSTELLATION BRANDS, INC. | $403,350 | 0.0% | -27% | 65 |
| 214 |  $LNT | ALLIANT ENERGY CORP | $399,703 | 0.0% | +0% | 56.7 |
| 215 | — | VANGUARD WHITEHALL FDS | $374,248 | 0.0% | +0% | — |
| 216 |  $DE | DEERE & CO | $367,834 | 0.0% | -12% | 57.4 |
| 217 |  $SYK | STRYKER CORP | $363,420 | 0.0% | -8% | 69.8 |
| 218 |  $ALL | ALLSTATE CORP | $359,112 | 0.0% | -0% | 76.6 |
| 219 | — | VANGUARD WORLD FD | $350,843 | 0.0% | +0% | — |
| 220 |  $VMC | Vulcan Materials CO | $343,370 | 0.0% | -13% | 66.6 |
| 221 |  $EG | EVEREST GROUP, LTD. | $343,192 | 0.0% | +0% | — |
| 222 |  $SBUX | STARBUCKS CORP | $337,664 | 0.0% | NEW | 54.6 |
| 223 |  $T | AT&T INC. | $335,587 | 0.0% | NEW | 71.9 |
| 224 | — | VANGUARD WORLD FD | $333,667 | 0.0% | +0% | — |
| 225 | — | DIMENSIONAL ETF TRUST | $329,105 | 0.0% | +0% | — |
| 226 |  $ORLY | O REILLY AUTOMOTIVE INC | $307,392 | 0.0% | +32% | 72.7 |
| 227 | — | SIMPLIFY EXCHANGE TRADED FUN | $302,200 | 0.0% | NEW | — |
| 228 |  $SCHW | SCHWAB CHARLES CORP | $301,675 | 0.0% | -0% | 77.2 |
| 229 |  $NKE | NIKE, Inc. | $299,595 | 0.0% | NEW | 53.4 |
| 230 |  $AMD | ADVANCED MICRO DEVICES INC | $294,566 | 0.0% | -3% | 78.8 |
| 231 | — | 1FIRST TR EXCHNG TRADED FD VI | $284,926 | 0.0% | -1% | — |
| 232 |  $SHEL | Shell plc | $275,559 | 0.0% | +0% | — |
| 233 |  $COF | CAPITAL ONE FINANCIAL CORP | $267,807 | 0.0% | -6% | 71 |
| 234 |  $CPRT | COPART INC | $265,832 | 0.0% | -6% | 74.9 |
| 235 |  $DUK | Duke Energy CORP | $265,153 | 0.0% | +0% | 64 |
| 236 |  $BX | Blackstone Inc. | $262,062 | 0.0% | -4% | 68 |
| 237 | $MSFTPUT | MICROSOFT CORP | $259,119 | — | NEW | 83.7 |
| 238 | — | SCHWAB STRATEGIC TR | $258,085 | 0.0% | +0% | — |
| 239 |  $TRV | TRAVELERS COMPANIES, INC. | $256,678 | 0.0% | +0% | 71.5 |
| 240 |  $FAST | FASTENAL CO | $251,209 | 0.0% | +0% | 73.5 |
| 241 | — | CREATIVE MEDIA & CMNTY TR | $250,000 | 0.0% | +0% | — |
| 242 |  $UL | UNILEVER PLC | $249,186 | 0.0% | +0% | — |
| 243 |  $VZ | VERIZON COMMUNICATIONS INC | $247,034 | 0.0% | +0% | 71.6 |
| 244 |  $CL | COLGATE PALMOLIVE CO | $245,121 | 0.0% | -11% | 72.4 |
| 245 | — | VANGUARD WORLD FD | $240,673 | 0.0% | +0% | — |
| 246 | — | ISHARES TR | $239,008 | 0.0% | +0% | — |
| 247 | — | VANGUARD INTL EQUITY INDEX F | $237,916 | 0.0% | +0% | — |
| 248 | — | ISHARES TR | $236,173 | 0.0% | +0% | — |
| 249 | — | FIRST TR EXCHNG TRADED FD VI | $233,174 | 0.0% | +0% | — |
| 250 | — | SELECT SECTOR SPDR TR | $230,035 | 0.0% | -5% | — |
| 251 | $IVZ | Invesco Ltd. | $225,216 | 0.0% | +0% | — |
| 252 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $223,696 | 0.0% | -9% | 70.9 |
| 253 |  $MU | MICRON TECHNOLOGY INC | $219,596 | 0.0% | NEW | 88.4 |
| 254 |  $GILD | GILEAD SCIENCES, INC. | $216,023 | 0.0% | NEW | 77.8 |
| 255 |  $GLD | SPDR GOLD TRUST | $211,272 | 0.0% | NEW | — |
| 256 |  $AMAT | APPLIED MATERIALS INC /DE | $205,415 | 0.0% | -83% | 74.8 |
| 257 |  $LRCX | LAM RESEARCH CORP | $202,763 | 0.0% | NEW | 82.4 |
| 258 | — | ISHARES TR | $50,882 | 0.0% | -76% | — |
| 259 |  $NMRA | Neumora Therapeutics, Inc. | $37,050 | 0.0% | +0% | — |
| 260 |  $AKBA | Akebia Therapeutics, Inc. | $17,027 | 0.0% | +0% | 46.4 |
New Positions (11)
$AAPLPUT Apple Inc.$1.6M$ETN Eaton Corp plc$1.2M$SBUX STARBUCKS CORP$337,664$T AT&T INC.$335,587 SIMPLIFY EXCHANGE TRADED FUN$302,200
$NKE NIKE, Inc.$299,595$MSFTPUT MICROSOFT CORP$259,119$MU MICRON TECHNOLOGY INC$219,596$GILD GILEAD SCIENCES, INC.$216,023$GLD SPDR GOLD TRUST$211,272$LRCX LAM RESEARCH CORP$202,763
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