Bedel Financial Consulting, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1730511
Institutional-grade research for retail investors
13F Reported Value
ⓘ$888.1M
incl. option notional
Equity Holdings
ⓘ$870.0M
Option Notional
ⓘ$18.2M
$18.2M puts / $0 calls
Holdings
296
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Bedel Financial Consulting, Inc. disclosed 296 positions worth $888.1M in its Form 13F-HR for Q1 2026 — $870.0M in common stock plus $18.2M of put/call option positions (reported at underlying notional value, not premium at risk), led by $LLY (ELI LILLY & Co) at 34.6% of the equity portfolio. During the quarter the fund opened 12 new positions and exited 9 — including a new stake in $SPY and a full exit from $CTAS. The portfolio is most concentrated in Other (44.5% of disclosed assets). All figures are sourced directly from Bedel Financial Consulting, Inc.’s Form 13F-HR filing with the SEC under CIK 1730511.
AI Fund Analysis
Diversifying
$LLY34.6% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
6.8% weight
Held 9 quarters
VANGUARD MUN BD FDS
4.0% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
3.0% weight
Held 9 quarters
$AAPL2.2% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
8 quarters accumulating
ISHARES TR
8 quarters accumulating
FIRST TR EXCHANGE-TRADED A
8 quarters accumulating
ISHARES TR
8 quarters accumulating
DIMENSIONAL ETF TRUST
8 quarters accumulating
Sector Allocation
OtherHealthcareTechnologyFinancialsIndustrialsConsumer Discretionary
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.
$LLYPUT$17M notional
$SPYPUT$910K notional
$PLTRPUT$336K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 89.3#2
Quality
$301.3M327,576 sh DIMENSIONAL ETF TRUST
—Quality
$59.5M1,528,044 shVANGUARD MUN BD FDS
—Quality
$35.1M703,776 shDIMENSIONAL ETF TRUST
—Quality
$26.2M773,996 sh- 76.1
Quality
$19.5M76,889 sh AMERICAN CENTY ETF TR
—Quality
$17.2M172,112 sh- 89.3
Quality
$16.9M18,400 sh ISHARES TR
—Quality
$13.7M123,400 shISHARES TR
—Quality
$13.0M165,140 sh- —
Quality
$12.6M19,331 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ELI LILLY & Co$LLY | 89.3#2 | $301.3M | 327,576 |
| DIMENSIONAL ETF TRUST | — | $59.5M | 1,528,044 |
| VANGUARD MUN BD FDS | — | $35.1M | 703,776 |
| DIMENSIONAL ETF TRUST | — | $26.2M | 773,996 |
| Apple Inc.$AAPL | 76.1 | $19.5M | 76,889 |
| AMERICAN CENTY ETF TR | — | $17.2M | 172,112 |
| ELI LILLY & Co$LLYPUT | 89.3 | $16.9M | 18,400 |
| ISHARES TR | — | $13.7M | 123,400 |
| ISHARES TR | — | $13.0M | 165,140 |
 SPDR S&P 500 ETF TRUST$SPY | — | $12.6M | 19,331 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bedel Financial Consulting, Inc.'s 296 positions.
Showing top 10 of 296 holdings.
Sector Allocation
Other
$386.8M
Healthcare
$316.4M
Technology
$64.9M
Financials
$40.4M
Industrials
$17.0M
Consumer Discretionary
$15.4M
Energy
$8.9M
Consumer Staples
$8.8M
Full Holdings — Bedel Financial Consulting, Inc. (Q1 2026)
All 296 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 | $LLY | ELI LILLY & Co | $301.3M | 34.6% | -0% | 89.3 |
| 2 | — | DIMENSIONAL ETF TRUST | $59.5M | 6.8% | +5% | — |
| 3 | — | VANGUARD MUN BD FDS | $35.1M | 4.0% | +2% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $26.2M | 3.0% | +5% | — |
| 5 | $AAPL | Apple Inc. | $19.5M | 2.2% | -1% | 76.1 |
| 6 | — | AMERICAN CENTY ETF TR | $17.2M | 2.0% | +8% | — |
| 7 | $LLYPUT | ELI LILLY & Co | $16.9M | — | +6% | 89.3 |
| 8 | — | ISHARES TR | $13.7M | 1.6% | +1% | — |
| 9 | — | ISHARES TR | $13.0M | 1.5% | +4% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $12.6M | 1.4% | +1% | — |
| 11 |  $MSFT | MICROSOFT CORP | $12.5M | 1.4% | +0% | 83.7 |
| 12 | — | CAPITAL GROUP GROWTH ETF | $11.6M | 1.3% | +3% | — |
| 13 | — | SSGA ACTIVE ETF TR | $10.1M | 1.2% | +11% | — |
| 14 | — | INNOVATOR ETFS TRUST | $9.4M | 1.1% | -0% | — |
| 15 |  $JPM | JPMORGAN CHASE & CO | $9.3M | 1.1% | -1% | 35.6 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.9M | 1.0% | -1% | 64.5 |
| 17 | — | ISHARES TR | $7.8M | 0.9% | +6% | — |
| 18 | — | ISHARES TR | $7.7M | 0.9% | +6% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED ALP | $7.5M | 0.9% | +4% | — |
| 20 | — | AMERICAN CENTY ETF TR | $6.8M | 0.8% | +6% | — |
| 21 |  $GOOG | Alphabet Inc. | $6.1M | 0.7% | +0% | 80.2 |
| 22 | — | VANGUARD SCOTTSDALE FDS | $6.0M | 0.7% | -3% | — |
| 23 | — | VANGUARD INDEX FDS | $5.6M | 0.6% | +0% | — |
| 24 | — | ISHARES TR | $5.1M | 0.6% | +0% | — |
| 25 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.0M | 0.6% | +0% | 64.5 |
| 26 | — | ISHARES TR | $5.0M | 0.6% | +11% | — |
| 27 | — | PACER FDS TR | $4.9M | 0.6% | +0% | — |
| 28 | — | DIMENSIONAL ETF TRUST | $4.7M | 0.5% | +13% | — |
| 29 | — | DIMENSIONAL ETF TRUST | $4.6M | 0.5% | +0% | — |
| 30 |  $NVDA | NVIDIA CORP | $4.4M | 0.5% | +0% | 90.2 |
| 31 |  $GOOGL | Alphabet Inc. | $4.2M | 0.5% | -0% | 80.2 |
| 32 | — | ISHARES TR | $4.2M | 0.5% | +7% | — |
| 33 |  $XOM | EXXON MOBIL CORP | $4.1M | 0.5% | -0% | 61.8 |
| 34 |  $CMI | CUMMINS INC | $3.6M | 0.4% | -5% | 58.9 |
| 35 | — | GLOBAL X FDS | $3.6M | 0.4% | -11% | — |
| 36 |  $GLD | SPDR GOLD TRUST | $3.6M | 0.4% | -0% | — |
| 37 | — | VANGUARD WELLINGTON FD | $3.5M | 0.4% | -79% | — |
| 38 | — | ISHARES TR | $3.4M | 0.4% | +1% | — |
| 39 | — | VANGUARD INDEX FDS | $3.3M | 0.4% | +7% | — |
| 40 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 0.4% | -1% | 72.8 |
| 41 | — | JANUS DETROIT STR TR | $3.2M | 0.4% | +7% | — |
| 42 |  $WMT | Walmart Inc. | $3.1M | 0.4% | -0% | 63.2 |
| 43 |  $AMAT | APPLIED MATERIALS INC /DE | $3.1M | 0.4% | -1% | 74.8 |
| 44 | — | ISHARES TR | $3.0M | 0.3% | -1% | — |
| 45 |  $AMZN | AMAZON COM INC | $2.9M | 0.3% | +2% | 74.6 |
| 46 | — | INNOVATOR ETFS TRUST | $2.8M | 0.3% | -1% | — |
| 47 | — | AMERICAN CENTY ETF TR | $2.6M | 0.3% | +2% | — |
| 48 | — | ISHARES TR | $2.6M | 0.3% | +1% | — |
| 49 |  $ABBV | AbbVie Inc. | $2.6M | 0.3% | +0% | 59.3 |
| 50 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.3% | -0% | 72.3 |
| 51 | — | SPDR SERIES TRUST | $2.3M | 0.3% | +19% | — |
| 52 | — | ISHARES TR | $2.3M | 0.3% | +2% | — |
| 53 |  $ORCL | ORACLE CORP | $2.3M | 0.3% | -0% | 67.2 |
| 54 |  $MCD | MCDONALDS CORP | $2.2M | 0.3% | -0% | 73.9 |
| 55 | — | TIDAL TRUST I | $2.1M | 0.2% | -2% | — |
| 56 | — | INNOVATOR ETFS TRUST | $2.0M | 0.2% | +11% | — |
| 57 | — | FIRST TR EXCHANGE-TRADED ALP | $2.0M | 0.2% | +0% | — |
| 58 | — | ISHARES TR | $2.0M | 0.2% | +1% | — |
| 59 | — | VANGUARD INDEX FDS | $2.0M | 0.2% | +0% | — |
| 60 |  $PEP | PEPSICO INC | $1.9M | 0.2% | -0% | 62.7 |
| 61 | — | ISHARES TR | $1.9M | 0.2% | +1% | — |
| 62 |  $KO | COCA COLA CO | $1.9M | 0.2% | +0% | 74 |
| 63 |  $CVX | CHEVRON CORP | $1.8M | 0.2% | +0% | 54.7 |
| 64 |  $HD | HOME DEPOT, INC. | $1.8M | 0.2% | -1% | 69.2 |
| 65 | — | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.2% | +0% | — |
| 66 | — | ISHARES TR | $1.8M | 0.2% | +0% | — |
| 67 |  $META | Meta Platforms, Inc. | $1.7M | 0.2% | -2% | 80.9 |
| 68 | — | INNOVATOR ETFS TRUST | $1.7M | 0.2% | +0% | — |
| 69 | — | PACER FDS TR | $1.7M | 0.2% | -2% | — |
| 70 | — | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.2% | -0% | — |
| 71 | — | PIMCO ETF TR | $1.6M | 0.2% | +26% | — |
| 72 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.2% | -12% | 72.9 |
| 73 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.2% | +0% | 81.4 |
| 74 | — | ISHARES TR | $1.5M | 0.2% | -1% | — |
| 75 |  $HON | HONEYWELL INTERNATIONAL INC | $1.5M | 0.2% | -0% | 65.7 |
| 76 |  $SPG | SIMON PROPERTY GROUP INC. | $1.4M | 0.2% | -2% | 76.9 |
| 77 | — | T ROWE PRICE ETF INC | $1.4M | 0.2% | +1% | — |
| 78 | — | INNOVATOR ETFS TRUST | $1.4M | 0.2% | +0% | — |
| 79 |  $CAT | CATERPILLAR INC | $1.4M | 0.2% | -1% | 67.8 |
| 80 |  $LOW | LOWES COMPANIES INC | $1.4M | 0.2% | -1% | 63.5 |
| 81 |  $DIS | Walt Disney Co | $1.3M | 0.2% | -1% | 68.9 |
| 82 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.1% | +12% | — |
| 83 |  $TSLA | Tesla, Inc. | $1.3M | 0.1% | -0% | 50.1 |
| 84 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.1% | -5% | 73.2 |
| 85 | — | VANGUARD STAR FDS | $1.3M | 0.1% | +0% | — |
| 86 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.1% | +1% | — |
| 87 |  $RTX | RTX Corp | $1.2M | 0.1% | +1% | 70 |
| 88 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.1% | -6% | 85.8 |
| 89 | — | INNOVATOR ETFS TRUST | $1.2M | 0.1% | -3% | — |
| 90 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $1.2M | 0.1% | +1% | 69.4 |
| 91 | — | ISHARES TR | $1.2M | 0.1% | +4% | — |
| 92 | — | AMERICAN CENTY ETF TR | $1.1M | 0.1% | -43% | — |
| 93 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | -0% | — |
| 94 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +0% | — |
| 95 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 96 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | -3% | 67 |
| 97 |  $INTC | INTEL CORP | $1.0M | 0.1% | -2% | 41.5 |
| 98 | — | INNOVATOR ETFS TRUST | $1.0M | 0.1% | +0% | — |
| 99 |  $AVGO | Broadcom Inc. | $1.0M | 0.1% | +0% | 86.4 |
| 100 | — | VANGUARD WORLD FD | $1.0M | 0.1% | +1% | — |
| 101 | — | SCHWAB STRATEGIC TR | $1.0M | 0.1% | -0% | — |
| 102 | — | SCHWAB STRATEGIC TR | $1.0M | 0.1% | +182% | — |
| 103 | — | ISHARES TR | $987,751 | 0.1% | +6% | — |
| 104 | — | INNOVATOR ETFS TRUST | $979,386 | 0.1% | +4% | — |
| 105 | — | INNOVATOR ETFS TRUST | $967,034 | 0.1% | +0% | — |
| 106 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $954,928 | 0.1% | +10% | — |
| 107 |  $PM | Philip Morris International Inc. | $952,992 | 0.1% | +0% | 80.5 |
| 108 |  $ADP | AUTOMATIC DATA PROCESSING INC | $951,543 | 0.1% | +0% | 77.9 |
| 109 |  $V | VISA INC. | $947,433 | 0.1% | +0% | 83.5 |
| 110 |  $PFE | PFIZER INC | $937,234 | 0.1% | -0% | 69 |
| 111 | — | ISHARES TR | $921,055 | 0.1% | -3% | — |
| 112 |  $BSX | BOSTON SCIENTIFIC CORP | $917,280 | 0.1% | +0% | 79.9 |
| 113 | $SPYPUT | SPDR S&P 500 ETF TRUST | $910,476 | — | NEW | — |
| 114 | — | SCHWAB STRATEGIC TR | $900,317 | 0.1% | +0% | — |
| 115 |  $GD | GENERAL DYNAMICS CORP | $860,548 | 0.1% | +0% | 73 |
| 116 | — | ISHARES TR | $855,760 | 0.1% | -2% | — |
| 117 |  $NEE | NEXTERA ENERGY INC | $852,754 | 0.1% | -18% | 71.7 |
| 118 | — | ISHARES TR | $834,337 | 0.1% | +0% | — |
| 119 |  $MRK | Merck & Co., Inc. | $833,449 | 0.1% | +0% | 70.9 |
| 120 | — | ISHARES TR | $830,754 | 0.1% | -1% | — |
| 121 | — | VANGUARD INDEX FDS | $829,467 | 0.1% | -0% | — |
| 122 |  $EXLS | ExlService Holdings, Inc. | $808,661 | 0.1% | +28% | 68.2 |
| 123 |  $ORLY | O REILLY AUTOMOTIVE INC | $804,112 | 0.1% | +0% | 72.7 |
| 124 |  $BAC | BANK OF AMERICA CORP /DE/ | $793,238 | 0.1% | +0% | 68.4 |
| 125 |  $ITW | ILLINOIS TOOL WORKS INC | $789,241 | 0.1% | +0% | 71.2 |
| 126 |  $FFBC | FIRST FINANCIAL BANCORP /OH/ | $788,251 | 0.1% | +3% | — |
| 127 |  $IVZ | Invesco Ltd. | $782,030 | 0.1% | +0% | — |
| 128 | $IVZ | Invesco Ltd. | $779,642 | 0.1% | +9% | — |
| 129 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $770,745 | 0.1% | -1% | 66.7 |
| 130 |  $ELV | Elevance Health, Inc. | $763,481 | 0.1% | -3% | 59.4 |
| 131 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $759,205 | 0.1% | -1% | — |
| 132 | — | SCHWAB STRATEGIC TR | $747,021 | 0.1% | -1% | — |
| 133 | — | VANGUARD INDEX FDS | $742,360 | 0.1% | -2% | — |
| 134 | — | ISHARES TR | $734,543 | 0.1% | +0% | — |
| 135 | — | VANGUARD INDEX FDS | $728,931 | 0.1% | +0% | — |
| 136 |  $CSX | CSX CORP | $727,817 | 0.1% | +0% | 66.4 |
| 137 | — | VANGUARD TAX-MANAGED FDS | $727,240 | 0.1% | -0% | — |
| 138 | — | DIMENSIONAL ETF TRUST | $715,678 | 0.1% | -2% | — |
| 139 |  $NVS | NOVARTIS AG | $715,176 | 0.1% | -0% | — |
| 140 | — | INNOVATOR ETFS TRUST | $711,214 | 0.1% | +0% | — |
| 141 |  $USB | US BANCORP DE | $692,669 | 0.1% | +0% | 71.4 |
| 142 | — | PIMCO ETF TR | $675,495 | 0.1% | +0% | — |
| 143 |  $WFC | WELLS FARGO & COMPANY/MN | $674,420 | 0.1% | -3% | — |
| 144 | — | PIMCO ETF TR | $665,133 | 0.1% | +0% | — |
| 145 | — | ISHARES TR | $660,074 | 0.1% | +744% | — |
| 146 |  $MO | ALTRIA GROUP, INC. | $630,312 | 0.1% | +0% | 72.1 |
| 147 |  $TJX | TJX COMPANIES INC /DE/ | $621,432 | 0.1% | +10% | 70.7 |
| 148 |  $MPLX | MPLX LP | $602,171 | 0.1% | +1% | 76.5 |
| 149 | — | VANGUARD SPECIALIZED FUNDS | $601,067 | 0.1% | +3% | — |
| 150 |  $DUK | Duke Energy CORP | $598,271 | 0.1% | -1% | 64 |
| 151 | — | ISHARES TR | $586,003 | 0.1% | -46% | — |
| 152 | — | INNOVATOR ETFS TRUST | $579,450 | 0.1% | +0% | — |
| 153 |  $AMD | ADVANCED MICRO DEVICES INC | $571,231 | 0.1% | -9% | 78.8 |
| 154 |  $ETN | Eaton Corp plc | $570,340 | 0.1% | +0% | — |
| 155 |  $BALL | BALL Corp | $567,456 | 0.1% | +0% | 54.2 |
| 156 |  $AMGN | AMGEN INC | $565,071 | 0.1% | +0% | 79.5 |
| 157 | — | INNOVATOR ETFS TRUST | $564,300 | 0.1% | +0% | — |
| 158 |  $KR | KROGER CO | $556,247 | 0.1% | +0% | 51.1 |
| 159 |  $SYK | STRYKER CORP | $553,162 | 0.1% | +0% | 69.8 |
| 160 |  $T | AT&T INC. | $547,941 | 0.1% | +1% | 71.9 |
| 161 | — | DIMENSIONAL ETF TRUST | $544,675 | 0.1% | +161% | — |
| 162 | — | MATTHEWS ASIA FDS | $536,188 | 0.1% | +0% | — |
| 163 |  $COP | CONOCOPHILLIPS | $533,676 | 0.1% | -0% | 74.8 |
| 164 |  $MS | MORGAN STANLEY | $533,539 | 0.1% | -3% | — |
| 165 | — | ISHARES TR | $523,086 | 0.1% | +19% | — |
| 166 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $506,886 | 0.1% | +0% | 75.4 |
| 167 |  $UNP | UNION PACIFIC CORP | $503,101 | 0.1% | +0% | 74 |
| 168 | — | ISHARES TR | $498,671 | 0.1% | +0% | — |
| 169 | — | SELECT SECTOR SPDR TR | $495,602 | 0.1% | -0% | — |
| 170 |  $NJR | NEW JERSEY RESOURCES CORP | $492,022 | 0.1% | +0% | 79.3 |
| 171 | — | ISHARES TR | $463,029 | 0.1% | +0% | — |
| 172 |  $FE | FIRSTENERGY CORP | $456,421 | 0.1% | +7% | 61.6 |
| 173 |  $MA | Mastercard Inc | $453,572 | 0.1% | +0% | 81.7 |
| 174 |  $GE | GENERAL ELECTRIC CO | $452,746 | 0.1% | +0% | 74.8 |
| 175 |  $MMM | 3M CO | $444,798 | 0.1% | +1% | 60.7 |
| 176 |  $QCOM | QUALCOMM INC/DE | $441,832 | 0.1% | -1% | 81.9 |
| 177 | — | SCHWAB STRATEGIC TR | $439,940 | 0.1% | +0% | — |
| 178 |  $SO | SOUTHERN CO | $438,056 | 0.1% | +0% | 65.1 |
| 179 |  $KMB | KIMBERLY CLARK CORP | $436,913 | 0.1% | +0% | 61.7 |
| 180 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $432,808 | 0.1% | +6% | — |
| 181 |  $SBUX | STARBUCKS CORP | $424,060 | 0.1% | -5% | 54.6 |
| 182 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $423,714 | 0.1% | +0% | — |
| 183 | $IVZ | Invesco Ltd. | $423,620 | 0.1% | +0% | — |
| 184 |  $GSK | GSK plc | $417,347 | 0.1% | +0% | — |
| 185 | — | DIMENSIONAL ETF TRUST | $415,707 | 0.1% | +40% | — |
| 186 | — | VANGUARD SCOTTSDALE FDS | $411,938 | 0.1% | +10% | — |
| 187 |  $NFLX | NETFLIX INC | $407,676 | 0.1% | +0% | 86.7 |
| 188 | — | ISHARES TR | $406,546 | 0.1% | +0% | — |
| 189 | — | PGIM ETF TR | $402,704 | 0.1% | +0% | — |
| 190 | $HD | HOME DEPOT, INC. | $402,655 | 0.1% | +10% | 69.2 |
| 191 |  $DHR | DANAHER CORP /DE/ | $399,360 | 0.1% | +0% | 63.9 |
| 192 |  $OKE | ONEOK INC /NEW/ | $397,876 | 0.1% | +0% | 72 |
| 193 |  $FDX | FEDEX CORP | $391,227 | 0.0% | +0% | 60.3 |
| 194 |  $CEG | Constellation Energy Corp | $390,527 | 0.0% | +8% | 62.5 |
| 195 |  $ICE | Intercontinental Exchange, Inc. | $388,796 | 0.0% | +0% | 73.8 |
| 196 |  $SHOP | SHOPIFY INC. | $385,515 | 0.0% | +3% | — |
| 197 |  $LITE | Lumentum Holdings Inc. | $384,410 | 0.0% | +0% | 63.4 |
| 198 | — | INNOVATOR ETFS TRUST | $380,174 | 0.0% | -9% | — |
| 199 | — | BLACKROCK ETF TRUST II | $379,541 | 0.0% | +3% | — |
| 200 |  $PNW | PINNACLE WEST CAPITAL CORP | $371,768 | 0.0% | +0% | 55.5 |
| 201 |  $STLD | STEEL DYNAMICS INC | $368,820 | 0.0% | +0% | 56 |
| 202 |  $GWW | W.W. GRAINGER, INC. | $366,512 | 0.0% | +0% | 69.5 |
| 203 |  $COF | CAPITAL ONE FINANCIAL CORP | $364,194 | 0.0% | -1% | 71 |
| 204 |  $GS | GOLDMAN SACHS GROUP INC | $361,238 | 0.0% | +9% | — |
| 205 |  $DE | DEERE & CO | $357,165 | 0.0% | +0% | 57.4 |
| 206 |  $VZ | VERIZON COMMUNICATIONS INC | $356,568 | 0.0% | -2% | 71.6 |
| 207 |  $CAH | CARDINAL HEALTH INC | $355,635 | 0.0% | +0% | 58.6 |
| 208 | — | VANGUARD BD INDEX FDS | $354,726 | 0.0% | +0% | — |
| 209 |  $BMY | BRISTOL MYERS SQUIBB CO | $351,752 | 0.0% | +0% | 70.1 |
| 210 | — | INNOVATOR ETFS TRUST | $342,379 | 0.0% | +0% | — |
| 211 | $PLTRPUT | Palantir Technologies Inc. | $336,444 | — | NEW | 85.8 |
| 212 |  $IAU | ISHARES GOLD TRUST | $334,038 | 0.0% | +0% | — |
| 213 |  $EMR | EMERSON ELECTRIC CO | $332,459 | 0.0% | -1% | 65.9 |
| 214 | — | INNOVATOR ETFS TRUST | $328,448 | 0.0% | -13% | — |
| 215 |  $UL | UNILEVER PLC | $328,432 | 0.0% | +0% | — |
| 216 | — | ISHARES TR | $326,966 | 0.0% | +0% | — |
| 217 |  $CTVA | Corteva, Inc. | $324,489 | 0.0% | +0% | 48.4 |
| 218 |  $ET | Energy Transfer LP | $321,681 | 0.0% | +0% | 64.5 |
| 219 | — | ISHARES TR | $321,003 | 0.0% | -2% | — |
| 220 | — | TIMOTHY PLAN | $320,576 | 0.0% | +26% | — |
| 221 |  $GEV | GE Vernova Inc. | $320,359 | 0.0% | +0% | 70.1 |
| 222 | — | ISHARES TR | $317,252 | 0.0% | +0% | — |
| 223 |  $BLK | BlackRock, Inc. | $315,441 | 0.0% | -2% | 70.3 |
| 224 | — | ISHARES INC | $313,125 | 0.0% | +0% | — |
| 225 | — | NORTHERN LTS FD TR IV | $312,319 | 0.0% | +27% | — |
| 226 |  $ALL | ALLSTATE CORP | $311,036 | 0.0% | +0% | 76.6 |
| 227 | — | STRATEGY SHS | $298,613 | 0.0% | +21% | — |
| 228 |  $BA | BOEING CO | $297,305 | 0.0% | -6% | 51.8 |
| 229 |  $DOV | DOVER Corp | $296,005 | 0.0% | +0% | 63.1 |
| 230 | — | VANGUARD INTL EQUITY INDEX F | $291,554 | 0.0% | +0% | — |
| 231 | — | ISHARES TR | $289,699 | 0.0% | +0% | — |
| 232 |  $CB | Chubb Ltd | $289,426 | 0.0% | +0% | — |
| 233 |  $MTRN | MATERION Corp | $289,300 | 0.0% | +0% | 53.4 |
| 234 |  $PLD | Prologis, Inc. | $286,698 | 0.0% | +0% | 67.5 |
| 235 | — | INNOVATOR ETFS TRUST | $282,336 | 0.0% | +0% | — |
| 236 |  $UNH | UNITEDHEALTH GROUP INC | $279,058 | 0.0% | -6% | 66.8 |
| 237 |  $C | CITIGROUP INC | $278,704 | 0.0% | +0% | 54.8 |
| 238 | — | ISHARES TR | $275,935 | 0.0% | -14% | — |
| 239 |  $Q | Qnity Electronics, Inc. | $275,460 | 0.0% | NEW | — |
| 240 | — | PIMCO ETF TR | $272,225 | 0.0% | +0% | — |
| 241 |  $LMT | LOCKHEED MARTIN CORP | $268,767 | 0.0% | +5% | 65 |
| 242 | — | INNOVATOR ETFS TRUST | $265,491 | 0.0% | -13% | — |
| 243 | — | VANGUARD INTL EQUITY INDEX F | $264,919 | 0.0% | +11% | — |
| 244 | — | FIRST TR EXCHANGE-TRADED FD | $263,284 | 0.0% | -77% | — |
| 245 | $IVZ | Invesco Ltd. | $262,043 | 0.0% | +0% | — |
| 246 | — | ISHARES INC | $261,409 | 0.0% | -5% | — |
| 247 | — | VANECK ETF TRUST | $261,197 | 0.0% | +0% | — |
| 248 |  $MDLZ | Mondelez International, Inc. | $259,884 | 0.0% | +0% | 53.9 |
| 249 |  $NI | NISOURCE INC. | $258,482 | 0.0% | +0% | 61.7 |
| 250 |  $TMUS | T-Mobile US, Inc. | $253,629 | 0.0% | +0% | 72.7 |
| 251 |  $EVRG | Evergy, Inc. | $252,023 | 0.0% | +0% | 56.2 |
| 252 |  $SLV | iShares Silver Trust | $251,709 | 0.0% | -16% | — |
| 253 | — | NORTHERN LTS FD TR IV | $251,119 | 0.0% | +10% | — |
| 254 | — | INNOVATOR ETFS TRUST | $251,090 | 0.0% | +0% | — |
| 255 | — | ISHARES TR | $250,685 | 0.0% | +0% | — |
| 256 | — | CALAMOS ETF TR | $250,362 | 0.0% | +0% | — |
| 257 | — | SCHWAB STRATEGIC TR | $247,895 | 0.0% | +0% | — |
| 258 | — | SELECT SECTOR SPDR TR | $246,962 | 0.0% | +0% | — |
| 259 |  $THO | THOR INDUSTRIES INC | $244,623 | 0.0% | +0% | 52.7 |
| 260 |  $IRM | IRON MOUNTAIN INC | $244,302 | 0.0% | NEW | 50.7 |
| 261 | — | FIRST TR EXCHANGE TRADED FD | $244,101 | 0.0% | +0% | — |
| 262 |  $ABT | ABBOTT LABORATORIES | $243,020 | 0.0% | +0% | 67 |
| 263 | — | NORTHERN LTS FD TR IV | $241,267 | 0.0% | +0% | — |
| 264 |  $EXC | EXELON CORP | $241,142 | 0.0% | +1% | 63.9 |
| 265 | — | ISHARES TR | $239,742 | 0.0% | +0% | — |
| 266 |  $MCK | MCKESSON CORP | $239,705 | 0.0% | +0% | 63.7 |
| 267 | — | INNOVATOR ETFS TRUST | $239,243 | 0.0% | -1% | — |
| 268 |  $ACN | Accenture plc | $238,741 | 0.0% | -10% | — |
| 269 |  $AZN | ASTRAZENECA PLC | $236,664 | 0.0% | -50% | — |
| 270 |  $MPC | Marathon Petroleum Corp | $236,122 | 0.0% | NEW | 50.7 |
| 271 |  $ENB | ENBRIDGE INC | $235,996 | 0.0% | +0% | — |
| 272 |  $DOW | DOW INC. | $235,830 | 0.0% | NEW | 38 |
| 273 |  $RIO | RIO TINTO PLC | $233,065 | 0.0% | NEW | — |
| 274 |  $CRM | Salesforce, Inc. | $232,591 | 0.0% | -1% | 75.2 |
| 275 | — | SELECT SECTOR SPDR TR | $229,917 | 0.0% | +0% | — |
| 276 | — | FLEXSHARES TR | $227,976 | 0.0% | NEW | — |
| 277 |  $WELL | WELLTOWER INC. | $227,960 | 0.0% | +0% | 75.7 |
| 278 |  $RMD | RESMED INC | $224,480 | 0.0% | +0% | 79.8 |
| 279 |  $GILD | GILEAD SCIENCES, INC. | $223,861 | 0.0% | NEW | 77.8 |
| 280 |  $DD | DuPont de Nemours, Inc. | $223,529 | 0.0% | NEW | 31.1 |
| 281 | — | J P MORGAN EXCHANGE TRADED F | $215,222 | 0.0% | -7% | — |
| 282 |  $TGT | TARGET CORP | $214,647 | 0.0% | NEW | 53.1 |
| 283 |  $HBNC | HORIZON BANCORP INC /IN/ | $214,366 | 0.0% | +0% | — |
| 284 | — | INNOVATOR ETFS TRUST | $211,180 | 0.0% | +0% | — |
| 285 | — | INNOVATOR ETFS TRUST | $210,669 | 0.0% | +0% | — |
| 286 | — | VANGUARD INDEX FDS | $206,683 | 0.0% | +3% | — |
| 287 |  $TTE | TotalEnergies SE | $205,979 | 0.0% | NEW | — |
| 288 | — | ISHARES TR | $205,076 | 0.0% | +0% | — |
| 289 | — | ISHARES TR | $205,013 | 0.0% | -46% | — |
| 290 | — | NORTHERN LTS FD TR IV | $204,453 | 0.0% | -92% | — |
| 291 | — | SELECT SECTOR SPDR TR | $200,959 | 0.0% | -5% | — |
| 292 |  $CAG | CONAGRA BRANDS INC. | $183,861 | 0.0% | +0% | 48.2 |
| 293 |  $RLMD | RELMADA THERAPEUTICS, INC. | $69,600 | 0.0% | +0% | — |
| 294 |  $IRD | Opus Genetics, Inc. | $68,250 | 0.0% | +0% | — |
| 295 |  $EVF | Eaton Vance Senior Income Trust | $59,690 | 0.0% | +0% | — |
| 296 |  $NOTV | Inotiv, Inc. | $4,073 | 0.0% | +0% | 29.3 |
New Positions (12)
$SPYPUT SPDR S&P 500 ETF TRUST$910,476$PLTRPUT Palantir Technologies Inc.$336,444$Q Qnity Electronics, Inc.$275,460$IRM IRON MOUNTAIN INC$244,302$MPC Marathon Petroleum Corp$236,122$DOW DOW INC.$235,830$RIO RIO TINTO PLC$233,065 FLEXSHARES TR$227,976
$GILD GILEAD SCIENCES, INC.$223,861$DD DuPont de Nemours, Inc.$223,529$TGT TARGET CORP$214,647$TTE TotalEnergies SE$205,979
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