Azimuth Capital Investment Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1942364
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.7B
Holdings
300
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Azimuth Capital Investment Management LLC disclosed 300 positions worth $2.7B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.3% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 9 new positions and exited 15 — including a new stake in $GNRC and a full exit from $WDAY. The portfolio is most concentrated in Technology (31.8% of disclosed assets). All figures are sourced directly from Azimuth Capital Investment Management LLC’s Form 13F-HR filing with the SEC under CIK 1942364.
AI Fund Analysis
Diversifying
$AAPL4.3% weight
Held 9 quarters
$NVDA3.8% weight
Held 9 quarters
$MSFT3.4% weight
Held 9 quarters
$AVGO2.9% weight
Held 9 quarters
$GOOG2.7% weight
Held 9 quarters
$TXN8 quarters accumulating
$MKC7 quarters accumulating
$NDSN6 quarters accumulating
$AMD5 quarters accumulating
iShares MSCI Europe Financ
5 quarters accumulating
Sector Allocation
TechnologyFinancialsHealthcareConsumer DiscretionaryOtherIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$115.4M454,841 sh - 90.2#1
Quality
$101.8M583,726 sh - 83.7#15
Quality
$89.9M242,846 sh - 86.4
Quality
$77.9M251,841 sh - 80.2
Quality
$71.6M248,975 sh - 89.3
Quality
$61.3M66,598 sh - 62.7
Quality
$42.7M275,069 sh - 76.3
Quality
$39.4M36,073 sh - 59.4
Quality
$37.4M179,858 sh - 61.8
Quality
$35.8M211,183 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $115.4M | 454,841 |
| NVIDIA CORP$NVDA | 90.2#1 | $101.8M | 583,726 |
| MICROSOFT CORP$MSFT | 83.7#15 | $89.9M | 242,846 |
| Broadcom Inc.$AVGO | 86.4 | $77.9M | 251,841 |
| Alphabet Inc.$GOOG | 80.2 | $71.6M | 248,975 |
 ELI LILLY & Co$LLY | 89.3 | $61.3M | 66,598 |
 PEPSICO INC$PEP | 62.7 | $42.7M | 275,069 |
 MONOLITHIC POWER SYSTEMS INC$MPWR | 76.3 | $39.4M | 36,073 |
 HERSHEY CO$HSY | 59.4 | $37.4M | 179,858 |
 EXXON MOBIL CORP$XOM | 61.8 | $35.8M | 211,183 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Azimuth Capital Investment Management LLC's 300 positions.
Showing top 10 of 300 holdings.
Sector Allocation
Technology
$843.9M
Financials
$319.3M
Healthcare
$313.9M
Consumer Discretionary
$247.2M
Other
$215.1M
Industrials
$208.6M
Consumer Staples
$146.2M
Energy
$129.7M
Full Holdings — Azimuth Capital Investment Management LLC (Q1 2026)
All 300 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. | $115.4M | 4.3% | +9% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $101.8M | 3.8% | +1% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $89.9M | 3.4% | -5% | 83.7 |
| 4 | $AVGO | Broadcom Inc. | $77.9M | 2.9% | +1% | 86.4 |
| 5 | $GOOG | Alphabet Inc. | $71.6M | 2.7% | -3% | 80.2 |
| 6 | $LLY | ELI LILLY & Co | $61.3M | 2.3% | +4% | 89.3 |
| 7 | $PEP | PEPSICO INC | $42.7M | 1.6% | +36% | 62.7 |
| 8 | $MPWR | MONOLITHIC POWER SYSTEMS INC | $39.4M | 1.5% | -0% | 76.3 |
| 9 | $HSY | HERSHEY CO | $37.4M | 1.4% | +23% | 59.4 |
| 10 | $XOM | EXXON MOBIL CORP | $35.8M | 1.4% | -3% | 61.8 |
| 11 |  $CVX | CHEVRON CORP | $31.1M | 1.2% | +45% | 54.7 |
| 12 |  $BAC | BANK OF AMERICA CORP /DE/ | $29.2M | 1.1% | -25% | 68.4 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $28.5M | 1.1% | -2% | 35.6 |
| 14 |  $WFC | WELLS FARGO & COMPANY/MN | $27.5M | 1.0% | -34% | — |
| 15 |  $SLB | SLB LIMITED/NV | $27.3M | 1.0% | +83% | 63.2 |
| 16 | $AMD | ADVANCED MICRO DEVICES INC | $26.9M | 1.0% | +1% | 78.8 |
| 17 |  $WMT | Walmart Inc. | $26.9M | 1.0% | -6% | 63.2 |
| 18 |  $WEC | WEC ENERGY GROUP, INC. | $26.1M | 1.0% | -0% | 67 |
| 19 |  $__PARK_1390777 | Bank of New York Mellon Corp | $25.9M | 1.0% | -41% | 36.7 |
| 20 |  $BA | BOEING CO | $25.7M | 1.0% | +1% | 51.8 |
| 21 |  $V | VISA INC. | $24.4M | 0.9% | -31% | 83.5 |
| 22 |  $MRVL | Marvell Technology, Inc. | $23.1M | 0.9% | +21% | 77.3 |
| 23 |  $COST | COSTCO WHOLESALE CORP /NEW | $22.7M | 0.9% | -6% | 67 |
| 24 |  $META | Meta Platforms, Inc. | $22.6M | 0.8% | -0% | 80.9 |
| 25 |  $YUM | YUM BRANDS INC | $22.4M | 0.8% | +73% | 71.7 |
| 26 |  $ABBV | AbbVie Inc. | $22.2M | 0.8% | -4% | 59.3 |
| 27 |  $AMZN | AMAZON COM INC | $22.0M | 0.8% | -23% | 74.6 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $21.5M | 0.8% | -4% | 72.8 |
| 29 | — | iShares MSCI Europe Financials | $20.8M | 0.8% | +1% | — |
| 30 |  $XEL | XCEL ENERGY INC | $20.8M | 0.8% | -3% | — |
| 31 |  $GIL | Gildan Activewear Inc. | $20.5M | 0.8% | +82% | — |
| 32 |  $GEV | GE Vernova Inc. | $20.0M | 0.8% | +1057% | 70.1 |
| 33 |  $FAST | FASTENAL CO | $20.0M | 0.8% | -1% | 73.5 |
| 34 | — | iShares MSCI Emerging Markets | $18.2M | 0.7% | +2% | — |
| 35 |  $MA | Mastercard Inc | $18.0M | 0.7% | -0% | 81.7 |
| 36 |  $EW | Edwards Lifesciences Corp | $17.9M | 0.7% | +94% | 67.6 |
| 37 |  $ORCL | ORACLE CORP | $17.5M | 0.7% | +1% | 67.2 |
| 38 |  $SYK | STRYKER CORP | $17.5M | 0.7% | -2% | 69.8 |
| 39 |  $GD | GENERAL DYNAMICS CORP | $17.5M | 0.7% | -0% | 73 |
| 40 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $17.2M | 0.7% | -1% | 66.7 |
| 41 |  $IDXX | IDEXX LABORATORIES INC /DE | $17.0M | 0.6% | -5% | 73.6 |
| 42 |  $WCC | WESCO INTERNATIONAL INC | $16.9M | 0.6% | -14% | 55.4 |
| 43 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $16.5M | 0.6% | -16% | — |
| 44 |  $APH | AMPHENOL CORP /DE/ | $16.5M | 0.6% | -26% | 80.5 |
| 45 |  $CASY | CASEYS GENERAL STORES INC | $16.5M | 0.6% | -34% | 59.9 |
| 46 |  $CB | Chubb Ltd | $16.4M | 0.6% | -0% | — |
| 47 |  $JCI | Johnson Controls International plc | $16.3M | 0.6% | +3% | — |
| 48 |  $GNRC | GENERAC HOLDINGS INC. | $16.2M | 0.6% | NEW | 58.2 |
| 49 |  $CTVA | Corteva, Inc. | $16.1M | 0.6% | -46% | 48.4 |
| 50 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $16.0M | 0.6% | -0% | 75.4 |
| 51 |  $MRK | Merck & Co., Inc. | $15.9M | 0.6% | -2% | 70.9 |
| 52 |  $ABNB | Airbnb, Inc. | $15.9M | 0.6% | +1175% | 70.1 |
| 53 |  $ADSK | Autodesk, Inc. | $15.8M | 0.6% | -5% | 76.4 |
| 54 |  $C | CITIGROUP INC | $15.6M | 0.6% | +3% | 54.8 |
| 55 |  $CPAY | CORPAY, INC. | $15.2M | 0.6% | +80% | 67.1 |
| 56 |  $ROST | ROSS STORES, INC. | $15.2M | 0.6% | +2% | 71.5 |
| 57 |  $ASML | ASML HOLDING NV | $15.1M | 0.6% | +15% | — |
| 58 |  $CMI | CUMMINS INC | $14.6M | 0.6% | +6% | 58.9 |
| 59 |  $RSG | REPUBLIC SERVICES, INC. | $14.6M | 0.6% | -11% | 72 |
| 60 |  $ISRG | INTUITIVE SURGICAL INC | $14.2M | 0.5% | -3% | 81.4 |
| 61 |  $HD | HOME DEPOT, INC. | $14.1M | 0.5% | -2% | 69.2 |
| 62 |  $VZ | VERIZON COMMUNICATIONS INC | $14.0M | 0.5% | +39% | 71.6 |
| 63 |  $LIN | LINDE PLC | $13.8M | 0.5% | -4% | — |
| 64 | — | Vanguard US Tot Mkt ETF | $13.5M | 0.5% | +1% | — |
| 65 | — | Murata Manufacturing Co | $13.5M | 0.5% | NEW | — |
| 66 |  $GILD | GILEAD SCIENCES, INC. | $13.4M | 0.5% | +2% | 77.8 |
| 67 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $13.3M | 0.5% | +3% | 70.9 |
| 68 |  $STT | STATE STREET CORP | $12.9M | 0.5% | +3% | 61.5 |
| 69 |  $HEI | HEICO CORP | $12.7M | 0.5% | -43% | 79.2 |
| 70 |  $DUK | Duke Energy CORP | $12.6M | 0.5% | -17% | 64 |
| 71 |  $TMUS | T-Mobile US, Inc. | $12.2M | 0.5% | -2% | 72.7 |
| 72 |  $BLK | BlackRock, Inc. | $12.2M | 0.5% | -0% | 70.3 |
| 73 |  $ICE | Intercontinental Exchange, Inc. | $12.2M | 0.5% | -4% | 73.8 |
| 74 |  $RMD | RESMED INC | $12.2M | 0.5% | -2% | 79.8 |
| 75 |  $CRWD | CrowdStrike Holdings, Inc. | $12.2M | 0.5% | +3% | 55 |
| 76 |  $KO | COCA COLA CO | $11.9M | 0.5% | -0% | 74 |
| 77 |  $NOK | NOKIA CORP | $11.9M | 0.5% | -3% | — |
| 78 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $11.8M | 0.4% | +631% | 63.7 |
| 79 | $TXN | TEXAS INSTRUMENTS INC | $11.6M | 0.4% | +3% | 70.4 |
| 80 |  $AZN | ASTRAZENECA PLC | $11.5M | 0.4% | -50% | — |
| 81 |  $CSCO | CISCO SYSTEMS, INC. | $11.4M | 0.4% | -1% | 72.3 |
| 82 |  $PFE | PFIZER INC | $11.3M | 0.4% | +5% | 69 |
| 83 | — | iShares MSCI Japan ETF | $11.0M | 0.4% | +4% | — |
| 84 |  $SHW | SHERWIN WILLIAMS CO | $11.0M | 0.4% | +1% | 65.3 |
| 85 |  $MSCI | MSCI Inc. | $11.0M | 0.4% | -1% | 77.6 |
| 86 |  $UNP | UNION PACIFIC CORP | $10.8M | 0.4% | +1% | 74 |
| 87 | — | DSV A/S ADR | $10.8M | 0.4% | +1% | — |
| 88 |  $MDLZ | Mondelez International, Inc. | $10.6M | 0.4% | -1% | 53.9 |
| 89 | — | Vanguard Total Bond Market ETF | $10.5M | 0.4% | +4% | — |
| 90 |  $PANW | Palo Alto Networks Inc | $10.5M | 0.4% | -1% | 66.5 |
| 91 |  $PG | PROCTER & GAMBLE Co | $10.5M | 0.4% | +2% | 72.9 |
| 92 |  $SBUX | STARBUCKS CORP | $10.5M | 0.4% | +2% | 54.6 |
| 93 |  $SO | SOUTHERN CO | $10.3M | 0.4% | +1% | 65.1 |
| 94 | — | WisdomTree Europe Hedged Equit | $10.3M | 0.4% | +3% | — |
| 95 |  $LMT | LOCKHEED MARTIN CORP | $10.2M | 0.4% | +46% | 65 |
| 96 |  $NFLX | NETFLIX INC | $10.2M | 0.4% | -8% | 86.7 |
| 97 |  $UBER | Uber Technologies, Inc | $9.9M | 0.4% | -3% | 79.3 |
| 98 |  $DIS | Walt Disney Co | $9.9M | 0.4% | +0% | 68.9 |
| 99 |  $TRNO | Terreno Realty Corp | $9.8M | 0.4% | -8% | 75.4 |
| 100 |  $CME | CME GROUP INC. | $9.1M | 0.3% | +3% | 74.5 |
| 101 |  $NOW | ServiceNow, Inc. | $9.1M | 0.3% | -15% | 76 |
| 102 |  $MDT | Medtronic plc | $9.0M | 0.3% | +53% | — |
| 103 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $9.0M | 0.3% | -1% | 71.5 |
| 104 | — | Airbus SE ADR | $9.0M | 0.3% | -28% | — |
| 105 |  $BUD | Anheuser-Busch InBev SA/NV | $8.9M | 0.3% | +75% | — |
| 106 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $8.8M | 0.3% | -29% | 50.6 |
| 107 |  $WELL | WELLTOWER INC. | $8.6M | 0.3% | +2% | 75.7 |
| 108 |  $EMR | EMERSON ELECTRIC CO | $8.6M | 0.3% | -4% | 65.9 |
| 109 | — | Nintendo Co Ltd ADR | $8.5M | 0.3% | -3% | — |
| 110 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $8.3M | 0.3% | -0% | 76.6 |
| 111 |  $INTU | INTUIT INC. | $8.2M | 0.3% | -15% | 82 |
| 112 |  $RTX | RTX Corp | $8.0M | 0.3% | -7% | 70 |
| 113 |  $VEEV | VEEVA SYSTEMS INC | $8.0M | 0.3% | -34% | 77.8 |
| 114 |  $AXON | AXON ENTERPRISE, INC. | $7.8M | 0.3% | -29% | 55.6 |
| 115 |  $CVS | CVS HEALTH Corp | $7.8M | 0.3% | +112% | 51.3 |
| 116 |  $VNOM | Viper Energy, Inc. | $7.7M | 0.3% | +84% | — |
| 117 |  $SR | SPIRE INC | $7.7M | 0.3% | +2% | 42.7 |
| 118 |  $IRM | IRON MOUNTAIN INC | $7.7M | 0.3% | +5% | 50.7 |
| 119 |  $MCD | MCDONALDS CORP | $7.3M | 0.3% | -4% | 73.9 |
| 120 |  $BMY | BRISTOL MYERS SQUIBB CO | $7.3M | 0.3% | +2% | 70.1 |
| 121 |  $CAT | CATERPILLAR INC | $7.2M | 0.3% | -0% | 67.8 |
| 122 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $7.0M | 0.3% | NEW | 58 |
| 123 |  $UNH | UNITEDHEALTH GROUP INC | $7.0M | 0.3% | -1% | 66.8 |
| 124 |  $WY | WEYERHAEUSER CO | $6.9M | 0.3% | +24% | 52.9 |
| 125 |  $A | AGILENT TECHNOLOGIES, INC. | $6.7M | 0.3% | +2% | 64.6 |
| 126 |  $CLX | CLOROX CO /DE/ | $6.7M | 0.3% | +57% | 63.5 |
| 127 |  $ROK | ROCKWELL AUTOMATION, INC | $6.5M | 0.2% | -2% | 68.2 |
| 128 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.5M | 0.2% | -1% | 64.5 |
| 129 |  $AMGN | AMGEN INC | $6.4M | 0.2% | +1% | 79.5 |
| 130 |  $BCS | BARCLAYS PLC | $6.3M | 0.2% | +1% | — |
| 131 |  $MMM | 3M CO | $6.3M | 0.2% | -39% | 60.7 |
| 132 |  $ABT | ABBOTT LABORATORIES | $6.3M | 0.2% | +1% | 67 |
| 133 |  $ADP | AUTOMATIC DATA PROCESSING INC | $6.3M | 0.2% | +1% | 77.9 |
| 134 |  $KMI | KINDER MORGAN, INC. | $6.2M | 0.2% | +2% | 74.6 |
| 135 | — | Invesco S&P 500 Eq Wt ETF | $6.1M | 0.2% | +5% | — |
| 136 |  $ACN | Accenture plc | $6.0M | 0.2% | -0% | — |
| 137 | — | iShares S&P Smallcap 600 Growt | $5.9M | 0.2% | -1% | — |
| 138 |  $TJX | TJX COMPANIES INC /DE/ | $5.8M | 0.2% | -2% | 70.7 |
| 139 | — | Vanguard Total Intl Stk ETF | $5.6M | 0.2% | +1% | — |
| 140 |  $SHEL | Shell plc | $5.5M | 0.2% | -5% | — |
| 141 | — | DBS Group Holdings Ltd ADR | $5.4M | 0.2% | -0% | — |
| 142 | — | Lonza Group AG ADR | $5.4M | 0.2% | -37% | — |
| 143 |  $ECL | ECOLAB INC. | $5.3M | 0.2% | -1% | 64.3 |
| 144 | — | Techtronic Industries Co Ltd A | $5.2M | 0.2% | -0% | — |
| 145 |  $AFL | AFLAC INC | $5.1M | 0.2% | +1% | 60.3 |
| 146 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $5.1M | 0.2% | +50% | — |
| 147 |  $T | AT&T INC. | $5.0M | 0.2% | -1% | 71.9 |
| 148 | — | MTU Aero Engines AG ADR | $4.9M | 0.2% | -46% | — |
| 149 | — | Wal-Mart de Mexico SAB de CV A | $4.9M | 0.2% | +4% | — |
| 150 |  $D | DOMINION ENERGY, INC | $4.9M | 0.2% | +6% | 74.9 |
| 151 | $GOOG | Alphabet Inc. | $4.6M | 0.2% | -1% | 80.2 |
| 152 |  $MELI | MERCADOLIBRE INC | $4.6M | 0.2% | +5% | 77.5 |
| 153 | — | Experian PLC ADR | $4.4M | 0.2% | -29% | — |
| 154 |  $BAM | Brookfield Asset Management Ltd. | $4.2M | 0.2% | +3% | — |
| 155 | — | iShares MSCI EAFE ETF | $4.1M | 0.2% | +1% | — |
| 156 | — | London Stock Exchange ADR | $4.1M | 0.1% | -2% | — |
| 157 |  $HDB | HDFC BANK LTD | $4.0M | 0.1% | -38% | — |
| 158 |  $CL | COLGATE PALMOLIVE CO | $4.0M | 0.1% | -0% | 72.4 |
| 159 |  $BBY | BEST BUY CO INC | $3.9M | 0.1% | -34% | 51.5 |
| 160 | — | iShares S&P Smallcap 600 Value | $3.9M | 0.1% | -5% | — |
| 161 | — | Vanguard S&P 500 ETF | $3.8M | 0.1% | -2% | — |
| 162 |  $O | REALTY INCOME CORP | $3.8M | 0.1% | +6% | 74.6 |
| 163 |  $APD | Air Products & Chemicals, Inc. | $3.7M | 0.1% | +0% | 41.2 |
| 164 | — | Nestle SA ADR | $3.7M | 0.1% | +0% | — |
| 165 |  $TEAM | Atlassian Corp | $3.5M | 0.1% | -13% | 56.8 |
| 166 |  $PSA | Public Storage | $3.4M | 0.1% | +6% | 73.9 |
| 167 | — | iShares Russell 1000 Value ETF | $3.3M | 0.1% | -2% | — |
| 168 |  $TGT | TARGET CORP | $3.2M | 0.1% | +1% | 53.1 |
| 169 | $NDSN | NORDSON CORP | $3.2M | 0.1% | +0% | 67.8 |
| 170 | — | iShares Russell 1000 Growth ET | $3.0M | 0.1% | +1% | — |
| 171 |  $AXP | AMERICAN EXPRESS CO | $3.0M | 0.1% | +3% | 73.2 |
| 172 |  $BP | BP PLC | $2.9M | 0.1% | +0% | — |
| 173 |  $AMAT | APPLIED MATERIALS INC /DE | $2.6M | 0.1% | -7% | 74.8 |
| 174 |  $INTC | INTEL CORP | $2.6M | 0.1% | -16% | 41.5 |
| 175 |  $HON | HONEYWELL INTERNATIONAL INC | $2.6M | 0.1% | -2% | 65.7 |
| 176 |  $IAU | ISHARES GOLD TRUST | $2.5M | 0.1% | +4% | — |
| 177 |  $PNW | PINNACLE WEST CAPITAL CORP | $2.4M | 0.1% | -1% | 55.5 |
| 178 |  $NEE | NEXTERA ENERGY INC | $2.3M | 0.1% | -0% | 71.7 |
| 179 |  $TRV | TRAVELERS COMPANIES, INC. | $2.2M | 0.1% | -12% | 71.5 |
| 180 |  $GNTX | GENTEX CORP | $2.1M | 0.1% | -0% | 65.5 |
| 181 | — | iShares S&P MidCap 400 | $2.1M | 0.1% | -0% | — |
| 182 |  $GE | GENERAL ELECTRIC CO | $2.0M | 0.1% | -1% | 74.8 |
| 183 |  $DE | DEERE & CO | $2.0M | 0.1% | -2% | 57.4 |
| 184 |  $CAH | CARDINAL HEALTH INC | $1.8M | 0.1% | -8% | 58.6 |
| 185 |  $COP | CONOCOPHILLIPS | $1.7M | 0.1% | -3% | 74.8 |
| 186 |  $F | FORD MOTOR CO | $1.7M | 0.1% | +0% | 58.5 |
| 187 | — | iShares S&P Smallcap 600 | $1.6M | 0.1% | +11% | — |
| 188 |  $KMB | KIMBERLY CLARK CORP | $1.6M | 0.1% | -4% | 61.7 |
| 189 |  $FITB | FIFTH THIRD BANCORP | $1.5M | 0.1% | NEW | — |
| 190 |  $MSI | Motorola Solutions, Inc. | $1.5M | 0.1% | +0% | 73.8 |
| 191 |  $GLD | SPDR GOLD TRUST | $1.5M | 0.1% | +12% | — |
| 192 |  $PLTR | Palantir Technologies Inc. | $1.3M | 0.1% | +0% | 85.8 |
| 193 | — | iShares S&P 500 Value ETF | $1.3M | 0.1% | +17% | — |
| 194 | — | iShares Russell 2000 ETF | $1.2M | 0.1% | +3% | — |
| 195 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.1% | -5% | — |
| 196 |  $DTB | DTE ENERGY CO | $1.2M | 0.0% | +0% | — |
| 197 |  $FDX | FEDEX CORP | $1.1M | 0.0% | +13% | 60.3 |
| 198 | — | iShares S&P 500 Growth ETF | $1.1M | 0.0% | +4% | — |
| 199 |  $GLW | CORNING INC /NY | $1.1M | 0.0% | -2% | 72.7 |
| 200 |  $QCOM | QUALCOMM INC/DE | $1.1M | 0.0% | -15% | 81.9 |
| 201 |  $SYY | SYSCO CORP | $1.0M | 0.0% | +9% | 58.4 |
| 202 |  $PAYX | PAYCHEX INC | $1.0M | 0.0% | -72% | 75.1 |
| 203 | — | iShares Intermediate Gov/Credi | $1.0M | 0.0% | -4% | — |
| 204 |  $LOW | LOWES COMPANIES INC | $1.0M | 0.0% | +0% | 63.5 |
| 205 |  $GWW | W.W. GRAINGER, INC. | $954,459 | 0.0% | -3% | 69.5 |
| 206 |  $ETN | Eaton Corp plc | $922,073 | 0.0% | -1% | — |
| 207 |  $ITW | ILLINOIS TOOL WORKS INC | $898,001 | 0.0% | -6% | 71.2 |
| 208 |  $NEM | NEWMONT Corp /DE/ | $866,000 | 0.0% | +0% | 88.3 |
| 209 |  $ALL | ALLSTATE CORP | $850,094 | 0.0% | +0% | 76.6 |
| 210 |  $NEOG | NEOGEN CORP | $837,958 | 0.0% | +18% | 36.9 |
| 211 |  $GMED | GLOBUS MEDICAL INC | $829,548 | 0.0% | -0% | 77.6 |
| 212 |  $ADI | ANALOG DEVICES INC | $810,303 | 0.0% | -11% | 76.2 |
| 213 |  $ZTS | Zoetis Inc. | $809,502 | 0.0% | -87% | 72.6 |
| 214 |  $MPC | Marathon Petroleum Corp | $772,586 | 0.0% | -3% | 50.7 |
| 215 |  $PGR | PROGRESSIVE CORP/OH/ | $748,951 | 0.0% | -9% | 83.6 |
| 216 |  $VLO | VALERO ENERGY CORP/TX | $741,240 | 0.0% | +0% | 51.4 |
| 217 |  $BX | Blackstone Inc. | $736,166 | 0.0% | -20% | 68 |
| 218 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | -50% | 64.5 |
| 219 | — | iShares Russell 1000 ETF | $714,546 | 0.0% | -18% | — |
| 220 |  $MO | ALTRIA GROUP, INC. | $712,692 | 0.0% | +6% | 72.1 |
| 221 |  $SPY | SPDR S&P 500 ETF TRUST | $700,416 | 0.0% | +10% | — |
| 222 |  $RPM | RPM INTERNATIONAL INC/DE/ | $693,315 | 0.0% | +4% | 57.3 |
| 223 |  $CINF | CINCINNATI FINANCIAL CORP | $664,489 | 0.0% | -1% | 77 |
| 224 |  $PH | Parker-Hannifin Corp | $658,001 | 0.0% | -3% | 73.8 |
| 225 |  $DTM | DT Midstream, Inc. | $645,877 | 0.0% | +0% | 74.5 |
| 226 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $643,778 | 0.0% | -2% | 69.4 |
| 227 |  $ENB | ENBRIDGE INC | $643,422 | 0.0% | -4% | — |
| 228 |  $TTC | TORO CO | $631,187 | 0.0% | -2% | 69.5 |
| 229 |  $CCJ | CAMECO CORP | $630,481 | 0.0% | +3% | — |
| 230 |  $EXC | EXELON CORP | $612,505 | 0.0% | +5% | 63.9 |
| 231 |  $PM | Philip Morris International Inc. | $599,358 | 0.0% | -9% | 80.5 |
| 232 | — | iShares Core S&P 500 ETF | $596,381 | 0.0% | +2% | — |
| 233 | — | iShares 1-3 Year Treasury Bond | $584,843 | 0.0% | -4% | — |
| 234 | — | ProShares S&P 500 Div Aristocr | $569,789 | 0.0% | +29% | — |
| 235 |  $SNA | Snap-on Inc | $567,713 | 0.0% | -1% | 69.3 |
| 236 |  $PPG | PPG INDUSTRIES INC | $540,172 | 0.0% | +0% | 57.1 |
| 237 |  $ADBE | ADOBE INC. | $530,401 | 0.0% | -1% | 80.4 |
| 238 |  $PEN | Penumbra Inc | $527,034 | 0.0% | -98% | 69.7 |
| 239 |  $WM | WASTE MANAGEMENT INC | $526,219 | 0.0% | +12% | 70.7 |
| 240 |  $SHOP | SHOPIFY INC. | $522,521 | 0.0% | +20% | — |
| 241 |  $FTNT | Fortinet, Inc. | $483,537 | 0.0% | -5% | 78.1 |
| 242 |  $AVY | Avery Dennison Corp | $472,280 | 0.0% | +0% | 62.9 |
| 243 |  $FHN | FIRST HORIZON CORP | $467,149 | 0.0% | +35% | 43.8 |
| 244 |  $CMS | CMS ENERGY CORP | $465,480 | 0.0% | -14% | 61.5 |
| 245 |  $SCHW | SCHWAB CHARLES CORP | $465,107 | 0.0% | +57% | 77.2 |
| 246 |  $MBWM | MERCANTILE BANK CORP | $464,045 | 0.0% | +0% | — |
| 247 |  $DCI | DONALDSON Co INC | $454,055 | 0.0% | -1% | 64.7 |
| 248 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $436,852 | 0.0% | +0% | 71.2 |
| 249 |  $ED | CONSOLIDATED EDISON INC | $432,914 | 0.0% | -1% | 71.6 |
| 250 |  $UPS | UNITED PARCEL SERVICE INC | $418,115 | 0.0% | -3% | 58.2 |
| 251 |  $SPGI | S&P Global Inc. | $410,453 | 0.0% | +15% | 79.4 |
| 252 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $400,380 | 0.0% | +0% | — |
| 253 | — | SPDR Index Dvlpd Wrld Ex-US ET | $397,201 | 0.0% | +0% | — |
| 254 |  $DOW | DOW INC. | $396,633 | 0.0% | -3% | 38 |
| 255 |  $Q | Qnity Electronics, Inc. | $379,659 | 0.0% | -16% | — |
| 256 | $MKC | MCCORMICK & CO INC | $377,291 | 0.0% | +7% | 73.7 |
| 257 |  $LYB | LyondellBasell Industries N.V. | $358,492 | 0.0% | NEW | — |
| 258 |  $PYPL | PayPal Holdings, Inc. | $354,377 | 0.0% | -12% | 70.5 |
| 259 | — | Private Bancorp of America Inc | $353,548 | 0.0% | +0% | — |
| 260 |  $CARR | CARRIER GLOBAL Corp | $339,437 | 0.0% | -2% | 61.5 |
| 261 |  $CRM | Salesforce, Inc. | $338,806 | 0.0% | -95% | 75.2 |
| 262 |  $GPC | GENUINE PARTS CO | $337,448 | 0.0% | +0% | 54.2 |
| 263 | — | VanEck Gold Miners ETF | $322,113 | 0.0% | -15% | — |
| 264 |  $DD | DuPont de Nemours, Inc. | $320,243 | 0.0% | -4% | 31.1 |
| 265 |  $CEG | Constellation Energy Corp | $315,273 | 0.0% | +21% | 62.5 |
| 266 |  $SJM | J M SMUCKER Co | $308,608 | 0.0% | +3% | 46.4 |
| 267 |  $STE | STERIS plc | $306,044 | 0.0% | -2% | — |
| 268 |  $ROP | ROPER TECHNOLOGIES INC | $303,966 | 0.0% | -17% | 72.2 |
| 269 |  $TSLA | Tesla, Inc. | $301,861 | 0.0% | -3% | 50.1 |
| 270 |  $DAL | DELTA AIR LINES, INC. | $300,822 | 0.0% | +0% | 64.4 |
| 271 | — | ProShares S&P 400 MidCap Div A | $300,275 | 0.0% | +31% | — |
| 272 |  $APA | APA Corp | $297,080 | 0.0% | NEW | — |
| 273 |  $PNR | PENTAIR plc | $296,174 | 0.0% | +0% | — |
| 274 |  $ESS | ESSEX PROPERTY TRUST, INC. | $290,400 | 0.0% | +0% | 59.3 |
| 275 |  $DHR | DANAHER CORP /DE/ | $289,709 | 0.0% | +0% | 63.9 |
| 276 |  $GM | General Motors Co | $288,315 | 0.0% | +0% | 58.7 |
| 277 |  $GRMN | GARMIN LTD | $276,788 | 0.0% | +0% | — |
| 278 | — | Vanguard Intermediate-Term Cor | $269,351 | 0.0% | -11% | — |
| 279 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $268,714 | 0.0% | +0% | 75.4 |
| 280 |  $EVR | Evercore Inc. | $265,674 | 0.0% | +11% | 76.1 |
| 281 | — | SPDR S&P 600 Small Cap Value E | $264,824 | 0.0% | +0% | — |
| 282 |  $ATO | ATMOS ENERGY CORP | $263,226 | 0.0% | +0% | 72 |
| 283 | — | iShares Broad USD Inv Grade Co | $260,658 | 0.0% | -1% | — |
| 284 |  $ES | EVERSOURCE ENERGY | $253,357 | 0.0% | +0% | 67 |
| 285 |  $PSX | Phillips 66 | $248,858 | 0.0% | NEW | 47.6 |
| 286 |  $OZK | Bank OZK | $245,512 | 0.0% | +3% | — |
| 287 |  $NVS | NOVARTIS AG | $244,095 | 0.0% | +0% | — |
| 288 | — | iShares DJ Select DVD Index | $237,259 | 0.0% | +0% | — |
| 289 |  $VLY | VALLEY NATIONAL BANCORP | $227,180 | 0.0% | -5% | — |
| 290 | — | SS SPDR Semiconductor ETF | $221,762 | 0.0% | +0% | — |
| 291 |  $KHC | Kraft Heinz Co | $220,020 | 0.0% | +0% | 42.5 |
| 292 | — | SPDR Bloomberg High Yield Bond | $210,201 | 0.0% | +1% | — |
| 293 |  $CCZ | COMCAST CORP | $207,860 | 0.0% | -10% | 70.4 |
| 294 |  $TSN | TYSON FOODS, INC. | $205,024 | 0.0% | NEW | 51.9 |
| 295 | — | iShares S&P Midcap 400 Growth | $203,655 | 0.0% | NEW | — |
| 296 | — | Vanguard Mid-Cap ETF | $201,026 | 0.0% | -2% | — |
| 297 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $186,351 | 0.0% | +0% | — |
| 298 |  $ESPR | Esperion Therapeutics, Inc. | $60,280 | 0.0% | +0% | 34.3 |
| 299 | — | Wallbridge Mining Co Ltd | $575 | 0.0% | +0% | — |
| 300 | — | Invesco Van Kampen Muni.Op.Tr | $0 | 0.0% | +0% | — |
New Positions (9)
Exited Positions (15)
$WDAY Workday, Inc.
$XYL Xylem Inc.
$TYL TYLER TECHNOLOGIES INC
$CSGP COSTAR GROUP, INC.
$CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD Daiichi Sankyo Co Ltd ADR
Comerica Inc
$FLUT Flutter Entertainment plc
$ZS Zscaler, Inc.
$BSX BOSTON SCIENTIFIC CORP
$ALAB Astera Labs, Inc.
$UL UNILEVER PLC
$NKE NIKE, Inc.
$GIS GENERAL MILLS INC
$INGR Ingredion IncBrowse Top Institutional Investors
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