JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2006637
Institutional-grade research for retail investors
13F Reported Value
ⓘ$990.4M
incl. option notional
Equity Holdings
ⓘ$965.2M
Option Notional
ⓘ$25.2M
$0 puts / $25.2M calls
Holdings
224
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
JAMISON PRIVATE WEALTH MANAGEMENT, INC. disclosed 224 positions worth $990.4M in its Form 13F-HR for Q2 2026 — $965.2M in common stock plus $25.2M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AMAT (APPLIED MATERIALS INC /DE) at 4.6% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 16 new positions and exited 6 — including a new stake in $UPS and a full exit from $UPS. The portfolio is most concentrated in Technology (32.4% of disclosed assets). All figures are sourced directly from JAMISON PRIVATE WEALTH MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 2006637.
AI Fund Analysis
ConcentratingSector Allocation
TechnologyFinancialsIndustrialsHealthcareConsumer DiscretionaryMaterials
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.
$UPSCALL$22M notional
$NFLXCALL$3M notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 74.8#147
Quality
$44.2M61,132 sh - 76.1#112
Quality
$41.1M142,129 sh - 90.2#1
Quality
$37.4M186,963 sh - 67.8
Quality
$34.9M32,765 sh - 78.8
Quality
$27.3M46,978 sh - 83.7
Quality
$25.2M67,661 sh - 89.3
Quality
$24.0M20,014 sh - 66.6
Quality
$22.8M77,158 sh - 72.8
Quality
$22.6M88,830 sh - 58.2
Quality
$21.8M203,147 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 APPLIED MATERIALS INC /DE$AMAT | 74.8#147 | $44.2M | 61,132 |
 Apple Inc.$AAPL | 76.1#112 | $41.1M | 142,129 |
 NVIDIA CORP$NVDA | 90.2#1 | $37.4M | 186,963 |
 CATERPILLAR INC$CAT | 67.8 | $34.9M | 32,765 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $27.3M | 46,978 |
 MICROSOFT CORP$MSFT | 83.7 | $25.2M | 67,661 |
 ELI LILLY & Co$LLY | 89.3 | $24.0M | 20,014 |
 Vulcan Materials CO$VMC | 66.6 | $22.8M | 77,158 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $22.6M | 88,830 |
 UNITED PARCEL SERVICE INC$UPSCALL | 58.2 | $21.8M | 203,147 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s 224 positions.
Showing top 10 of 224 holdings.
Sector Allocation
Technology
$312.3M
Financials
$133.6M
Industrials
$101.6M
Healthcare
$99.5M
Consumer Discretionary
$78.9M
Materials
$63.9M
Utilities
$43.8M
Other
$40.1M
Full Holdings — JAMISON PRIVATE WEALTH MANAGEMENT, INC. (Q2 2026)
All 224 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 | $AMAT | APPLIED MATERIALS INC /DE | $44.2M | 4.6% | -1% | 74.8 |
| 2 | $AAPL | Apple Inc. | $41.1M | 4.3% | +6% | 76.1 |
| 3 | $NVDA | NVIDIA CORP | $37.4M | 3.9% | +1% | 90.2 |
| 4 | $CAT | CATERPILLAR INC | $34.9M | 3.6% | -1% | 67.8 |
| 5 | $AMD | ADVANCED MICRO DEVICES INC | $27.3M | 2.8% | +1% | 78.8 |
| 6 | $MSFT | MICROSOFT CORP | $25.2M | 2.6% | +5% | 83.7 |
| 7 | $LLY | ELI LILLY & Co | $24.0M | 2.5% | +1% | 89.3 |
| 8 | $VMC | Vulcan Materials CO | $22.8M | 2.4% | +0% | 66.6 |
| 9 | $JNJ | JOHNSON & JOHNSON | $22.6M | 2.3% | +1% | 72.8 |
| 10 | $UPSCALL | UNITED PARCEL SERVICE INC | $21.8M | — | NEW | 58.2 |
| 11 |  $GLW | CORNING INC /NY | $20.7M | 2.1% | +0% | 72.7 |
| 12 |  $AVGO | Broadcom Inc. | $18.8M | 1.9% | +1% | 86.4 |
| 13 |  $JPM | JPMORGAN CHASE & CO | $18.7M | 1.9% | +2% | 35.6 |
| 14 |  $GOOGL | Alphabet Inc. | $18.4M | 1.9% | +1% | 80.2 |
| 15 |  $AMZN | AMAZON COM INC | $16.2M | 1.7% | +2% | 74.6 |
| 16 |  $BAC | BANK OF AMERICA CORP /DE/ | $15.4M | 1.6% | +1% | 68.4 |
| 17 |  $ABBV | AbbVie Inc. | $15.3M | 1.6% | +2% | 59.3 |
| 18 |  $WM | WASTE MANAGEMENT INC | $15.0M | 1.6% | +1% | 70.7 |
| 19 |  $INTC | INTEL CORP | $14.4M | 1.5% | -0% | 41.5 |
| 20 |  $GS | GOLDMAN SACHS GROUP INC | $13.8M | 1.4% | +2% | — |
| 21 |  $HD | HOME DEPOT, INC. | $13.3M | 1.4% | +4% | 69.2 |
| 22 |  $SO | SOUTHERN CO | $12.8M | 1.3% | +1% | 65.1 |
| 23 |  $PANW | Palo Alto Networks Inc | $12.8M | 1.3% | +3% | 66.5 |
| 24 |  $SCHW | SCHWAB CHARLES CORP | $12.2M | 1.3% | +1% | 77.2 |
| 25 |  $V | VISA INC. | $12.1M | 1.3% | +0% | 83.5 |
| 26 |  $BX | Blackstone Inc. | $12.0M | 1.3% | +2% | 68 |
| 27 |  $QCOM | QUALCOMM INC/DE | $11.6M | 1.2% | +2% | 81.9 |
| 28 |  $KO | COCA COLA CO | $11.3M | 1.2% | +1% | 74 |
| 29 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.3M | 1.2% | +8% | 64.5 |
| 30 |  $CVX | CHEVRON CORP | $10.6M | 1.1% | +9% | 54.7 |
| 31 |  $TSLA | Tesla, Inc. | $10.5M | 1.1% | +5% | 50.1 |
| 32 |  $AMGN | AMGEN INC | $10.4M | 1.1% | +2% | 79.5 |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $10.0M | 1.0% | +2% | 67 |
| 34 |  $MCD | MCDONALDS CORP | $9.8M | 1.0% | +1% | 73.9 |
| 35 |  $LMT | LOCKHEED MARTIN CORP | $9.8M | 1.0% | +1% | 65 |
| 36 | — | ISHARES TR - S&P 500 GRWT ETF | $9.4M | 1.0% | NEW | — |
| 37 |  $SCCO | SOUTHERN COPPER CORP/ | $9.0M | 0.9% | +2% | 86.6 |
| 38 |  $WMT | Walmart Inc. | $8.9M | 0.9% | +6% | 63.2 |
| 39 |  $META | Meta Platforms, Inc. | $8.8M | 0.9% | +3% | 80.9 |
| 40 |  $XOM | EXXON MOBIL CORP | $7.8M | 0.8% | +2% | 61.8 |
| 41 |  $PG | PROCTER & GAMBLE Co | $7.6M | 0.8% | +1% | 72.9 |
| 42 |  $TFC | TRUIST FINANCIAL CORP | $7.4M | 0.8% | +2% | — |
| 43 |  $SPG | SIMON PROPERTY GROUP INC. | $7.3M | 0.8% | +8% | 76.9 |
| 44 |  $CSCO | CISCO SYSTEMS, INC. | $7.2M | 0.8% | +1% | 72.3 |
| 45 |  $DUK | Duke Energy CORP | $6.9M | 0.7% | +2% | 64 |
| 46 | — | ISHARES TR - CORE S&P500 ETF | $6.9M | 0.7% | +1% | — |
| 47 |  $BHP | BHP Group Ltd | $6.8M | 0.7% | +1% | — |
| 48 |  $ADP | AUTOMATIC DATA PROCESSING INC | $6.8M | 0.7% | -2% | 77.9 |
| 49 |  $CAH | CARDINAL HEALTH INC | $6.2M | 0.7% | +1% | 58.6 |
| 50 |  $DLR | DIGITAL REALTY TRUST, INC. | $6.1M | 0.6% | +2% | 70.2 |
| 51 |  $NSC | NORFOLK SOUTHERN CORP | $6.0M | 0.6% | -3% | 70.8 |
| 52 |  $BLK | BlackRock, Inc. | $6.0M | 0.6% | +3% | 70.3 |
| 53 |  $BA | BOEING CO | $5.2M | 0.5% | +4% | 51.8 |
| 54 |  $SLV | iShares Silver Trust | $5.1M | 0.5% | -0% | — |
| 55 |  $PAYX | PAYCHEX INC | $5.1M | 0.5% | -1% | 75.1 |
| 56 |  $GE | GENERAL ELECTRIC CO | $5.0M | 0.5% | +4% | 74.8 |
| 57 |  $MRK | Merck & Co., Inc. | $4.9M | 0.5% | +8% | 70.9 |
| 58 |  $RTX | RTX Corp | $4.8M | 0.5% | +4% | 70 |
| 59 |  $CRWD | CrowdStrike Holdings, Inc. | $4.6M | 0.5% | +4% | 55 |
| 60 |  $ASML | ASML HOLDING NV | $4.3M | 0.5% | +4% | — |
| 61 |  $KKR | KKR & Co. Inc. | $4.3M | 0.4% | +7% | 49.8 |
| 62 |  $GILD | GILEAD SCIENCES, INC. | $4.2M | 0.4% | +3% | 77.8 |
| 63 |  $LRCX | LAM RESEARCH CORP | $4.1M | 0.4% | +9% | 82.4 |
| 64 |  $FDX | FEDEX CORP | $4.1M | 0.4% | +1% | 60.3 |
| 65 |  $GOOG | Alphabet Inc. | $3.8M | 0.4% | +58% | 80.2 |
| 66 |  $GD | GENERAL DYNAMICS CORP | $3.7M | 0.4% | +3% | 73 |
| 67 |  $GPC | GENUINE PARTS CO | $3.5M | 0.4% | -10% | 54.2 |
| 68 |  $NFLXCALL | NETFLIX INC | $3.4M | — | NEW | 86.7 |
| 69 |  $TJX | TJX COMPANIES INC /DE/ | $3.4M | 0.3% | +2% | 70.7 |
| 70 |  $EXC | EXELON CORP | $3.3M | 0.3% | +3% | 63.9 |
| 71 |  $BN | BROOKFIELD Corp /ON/ | $3.3M | 0.3% | +0% | — |
| 72 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 0.3% | +224% | — |
| 73 | — | ISHARES TR - CORE S&P US GWT | $3.2M | 0.3% | -3% | — |
| 74 |  $MELI | MERCADOLIBRE INC | $3.1M | 0.3% | +10% | 77.5 |
| 75 |  $BZH | BEAZER HOMES USA INC | $2.9M | 0.3% | -1% | 35.6 |
| 76 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $2.9M | 0.3% | +1% | 65.9 |
| 77 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $2.8M | 0.3% | +2% | 75.4 |
| 78 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $2.8M | 0.3% | +2% | 68.1 |
| 79 |  $NVS | NOVARTIS AG | $2.6M | 0.3% | +0% | — |
| 80 |  $GEV | GE Vernova Inc. | $2.6M | 0.3% | +8% | 70.1 |
| 81 |  $MO | ALTRIA GROUP, INC. | $2.6M | 0.3% | +0% | 72.1 |
| 82 |  $PFE | PFIZER INC | $2.6M | 0.3% | +13% | 69 |
| 83 |  $ENB | ENBRIDGE INC | $2.4M | 0.3% | +6% | — |
| 84 |  $HSY | HERSHEY CO | $2.4M | 0.3% | +9% | 59.4 |
| 85 | — | ISHARES TR - CORE S&P SCP ETF | $2.4M | 0.3% | -2% | — |
| 86 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.3M | 0.2% | +0% | 70.1 |
| 87 |  $DIS | Walt Disney Co | $2.3M | 0.2% | -15% | 68.9 |
| 88 |  $PEP | PEPSICO INC | $2.3M | 0.2% | +4% | 62.7 |
| 89 |  $MS | MORGAN STANLEY | $2.2M | 0.2% | +3% | — |
| 90 |  $BIP | Brookfield Infrastructure Partners L.P. | $2.1M | 0.2% | +0% | — |
| 91 |  $ISRG | INTUITIVE SURGICAL INC | $2.0M | 0.2% | +1% | 81.4 |
| 92 |  $O | REALTY INCOME CORP | $2.0M | 0.2% | +7% | 74.6 |
| 93 |  $CEG | Constellation Energy Corp | $1.9M | 0.2% | +0% | 62.5 |
| 94 |  $DHR | DANAHER CORP /DE/ | $1.8M | 0.2% | -0% | 63.9 |
| 95 |  $SBUX | STARBUCKS CORP | $1.8M | 0.2% | +5% | 54.6 |
| 96 |  $COP | CONOCOPHILLIPS | $1.8M | 0.2% | -0% | 74.8 |
| 97 |  $PLTR | Palantir Technologies Inc. | $1.7M | 0.2% | +8% | 85.8 |
| 98 |  $CCJ | CAMECO CORP | $1.7M | 0.2% | +13% | — |
| 99 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.2% | +5% | 66.8 |
| 100 | — | ISHARES TR - CORE MSCI TOTAL | $1.7M | 0.2% | -3% | — |
| 101 |  $CMI | CUMMINS INC | $1.6M | 0.2% | +11% | 58.9 |
| 102 |  $CRM | Salesforce, Inc. | $1.6M | 0.2% | +3% | 75.2 |
| 103 |  $C | CITIGROUP INC | $1.6M | 0.2% | +2% | 54.8 |
| 104 |  $GLD | SPDR GOLD TRUST | $1.6M | 0.2% | +0% | — |
| 105 |  $NOW | ServiceNow, Inc. | $1.5M | 0.2% | +7% | 76 |
| 106 |  $PM | Philip Morris International Inc. | $1.5M | 0.2% | +1% | 80.5 |
| 107 |  $PI | IMPINJ INC | $1.5M | 0.1% | +14% | 35.3 |
| 108 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.4M | 0.1% | -2% | 66.4 |
| 109 |  $MDLZ | Mondelez International, Inc. | $1.4M | 0.1% | -0% | 53.9 |
| 110 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 0.1% | +0% | 73.2 |
| 111 |  $TOL | Toll Brothers, Inc. | $1.3M | 0.1% | +11% | 68.3 |
| 112 |  $FANG | Diamondback Energy, Inc. | $1.3M | 0.1% | +12% | 81.4 |
| 113 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.3M | 0.1% | +44% | — |
| 114 |  $ABT | ABBOTT LABORATORIES | $1.2M | 0.1% | -13% | 67 |
| 115 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.2M | 0.1% | +0% | — |
| 116 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $1.2M | 0.1% | +23% | — |
| 117 |  $VZ | VERIZON COMMUNICATIONS INC | $1.1M | 0.1% | -0% | 71.6 |
| 118 |  $PSLV | Sprott Physical Silver Trust | $1.1M | 0.1% | +0% | — |
| 119 | — | ISHARES TR - RUS 1000 GRW ETF | $1.1M | 0.1% | +320% | — |
| 120 |  $SHW | SHERWIN WILLIAMS CO | $1.1M | 0.1% | -5% | 65.3 |
| 121 |  $FDXF | FedEx Freight Holding Company, Inc. | $1.0M | 0.1% | NEW | — |
| 122 |  $SNY | Sanofi | $1.0M | 0.1% | -6% | — |
| 123 |  $EQR | EQUITY RESIDENTIAL | $984,151 | 0.1% | -3% | — |
| 124 |  $GSK | GSK plc | $962,922 | 0.1% | -1% | — |
| 125 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $960,032 | 0.1% | -2% | 60.7 |
| 126 | — | ISHARES TR - CORE MSCI EAFE | $918,380 | 0.1% | +8% | — |
| 127 |  $IAU | ISHARES GOLD TRUST | $870,329 | 0.1% | +5% | — |
| 128 |  $VRT | Vertiv Holdings Co | $862,433 | 0.1% | +156% | 82.7 |
| 129 |  $PLD | Prologis, Inc. | $856,741 | 0.1% | +21% | 67.5 |
| 130 |  $CALM | CAL-MAINE FOODS INC | $834,366 | 0.1% | +158% | 85.7 |
| 131 |  $MU | MICRON TECHNOLOGY INC | $828,399 | 0.1% | -5% | 88.4 |
| 132 |  $NVO | NOVO NORDISK A S | $813,351 | 0.1% | +22% | — |
| 133 |  $FAST | FASTENAL CO | $751,813 | 0.1% | +0% | 73.5 |
| 134 |  $ATO | ATMOS ENERGY CORP | $748,785 | 0.1% | +4% | 72 |
| 135 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $736,460 | 0.1% | +0% | — |
| 136 |  $KEY | KEYCORP /NEW/ | $732,292 | 0.1% | -12% | 70.4 |
| 137 |  $ED | CONSOLIDATED EDISON INC | $720,190 | 0.1% | -5% | 71.6 |
| 138 |  $DG | DOLLAR GENERAL CORP | $710,329 | 0.1% | +24% | 60.4 |
| 139 |  $ADBE | ADOBE INC. | $699,324 | 0.1% | -4% | 80.4 |
| 140 |  $SYK | STRYKER CORP | $697,383 | 0.1% | -1% | 69.8 |
| 141 |  $AFL | AFLAC INC | $691,969 | 0.1% | +0% | 60.3 |
| 142 |  $HST | HOST HOTELS & RESORTS, INC. | $677,581 | 0.1% | +0% | 72.6 |
| 143 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $670,098 | 0.1% | +2% | 66.3 |
| 144 |  $TXN | TEXAS INSTRUMENTS INC | $661,059 | 0.1% | +48% | 70.4 |
| 145 | — | ISHARES TR - CORE S&P US VLU | $657,740 | 0.1% | +0% | — |
| 146 |  $FITB | FIFTH THIRD BANCORP | $654,967 | 0.1% | +0% | — |
| 147 |  $FCX | FREEPORT-MCMORAN INC | $648,590 | 0.1% | +1% | 73.1 |
| 148 |  $CRWV | CoreWeave, Inc. | $639,445 | 0.1% | +35% | 46.5 |
| 149 |  $BMO | BANK OF MONTREAL /CAN/ | $634,353 | 0.1% | +1% | — |
| 150 |  $ORCL | ORACLE CORP | $618,687 | 0.1% | +22% | 67.2 |
| 151 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $605,889 | 0.1% | +0% | — |
| 152 |  $WPM | Wheaton Precious Metals Corp. | $604,844 | 0.1% | +7% | — |
| 153 |  $PSA | Public Storage | $596,330 | 0.1% | +0% | 73.9 |
| 154 |  $LOW | LOWES COMPANIES INC | $590,480 | 0.1% | +17% | 63.5 |
| 155 |  $SGOL | abrdn Gold ETF Trust | $584,996 | 0.1% | +0% | — |
| 156 |  $NKE | NIKE, Inc. | $584,968 | 0.1% | +61% | 53.4 |
| 157 |  $SYY | SYSCO CORP | $578,192 | 0.1% | -10% | 58.4 |
| 158 |  $LYB | LyondellBasell Industries N.V. | $576,701 | 0.1% | +0% | — |
| 159 | — | ISHARES TR - RUS MID CAP ETF | $574,326 | 0.1% | +0% | — |
| 160 | — | ISHARES TR - CORE S&P MCP ETF | $569,343 | 0.1% | -9% | — |
| 161 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $551,594 | 0.1% | +5% | — |
| 162 |  $OZK | Bank OZK | $548,144 | 0.1% | +0% | — |
| 163 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $529,946 | 0.1% | -7% | — |
| 164 |  $BDX | BECTON DICKINSON & CO | $523,510 | 0.1% | +9% | 50.7 |
| 165 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $518,643 | 0.1% | +7% | — |
| 166 |  $NET | Cloudflare, Inc. | $502,334 | 0.1% | -1% | 52.6 |
| 167 |  $MA | Mastercard Inc | $502,046 | 0.1% | NEW | 81.7 |
| 168 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $500,941 | 0.1% | -0% | — |
| 169 |  $VEEV | VEEVA SYSTEMS INC | $499,933 | 0.1% | -5% | 77.8 |
| 170 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $498,492 | 0.1% | +1% | 66.7 |
| 171 | — | ISHARES INC - CORE MSCI EMKT | $497,917 | 0.1% | +12% | — |
| 172 |  $HWM | Howmet Aerospace Inc. | $494,616 | 0.1% | +82% | 79.1 |
| 173 |  $MDT | Medtronic plc | $493,710 | 0.1% | -7% | — |
| 174 | — | VANGUARD WORLD FD - INF TECH ETF | $486,840 | 0.1% | +700% | — |
| 175 | — | ISHARES TR - SELECT DIVID ETF | $485,182 | 0.1% | +0% | — |
| 176 |  $IBIT | iShares Bitcoin Trust ETF | $483,138 | 0.1% | -1% | — |
| 177 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $472,429 | 0.1% | NEW | — |
| 178 |  $MTN | VAIL RESORTS INC | $458,766 | 0.1% | +22% | 65 |
| 179 | — | ISHARES TR - RUS 1000 VAL ETF | $449,077 | 0.1% | +1% | — |
| 180 |  $ITW | ILLINOIS TOOL WORKS INC | $429,745 | 0.0% | +0% | 71.2 |
| 181 |  $ELV | Elevance Health, Inc. | $427,493 | 0.0% | NEW | 59.4 |
| 182 |  $TER | TERADYNE, INC | $419,440 | 0.0% | +0% | 74.6 |
| 183 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $401,464 | 0.0% | +41% | 70.9 |
| 184 |  $BWXT | BWX Technologies, Inc. | $386,302 | 0.0% | +96% | 68 |
| 185 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $382,058 | 0.0% | +0% | 72.9 |
| 186 |  $ZS | Zscaler, Inc. | $371,366 | 0.0% | -3% | 57.9 |
| 187 |  $UBSI | UNITED BANKSHARES INC/WV | $366,640 | 0.0% | +0% | — |
| 188 | — | VANGUARD INDEX FDS - GROWTH ETF | $346,282 | 0.0% | +504% | — |
| 189 |  $ETR | ENTERGY CORP /DE/ | $339,091 | 0.0% | +3% | 65.1 |
| 190 |  $AUBN | AUBURN NATIONAL BANCORPORATION, INC | $338,471 | 0.0% | +0% | 52.4 |
| 191 |  $CL | COLGATE PALMOLIVE CO | $333,661 | 0.0% | +0% | 72.4 |
| 192 |  $UBER | Uber Technologies, Inc | $327,102 | 0.0% | +1% | 79.3 |
| 193 |  $LII | LENNOX INTERNATIONAL INC | $322,842 | 0.0% | +2% | 64.8 |
| 194 |  $SBSI | SOUTHSIDE BANCSHARES INC | $319,620 | 0.0% | +0% | — |
| 195 |  $RHP | Ryman Hospitality Properties, Inc. | $317,398 | 0.0% | +7% | 64.8 |
| 196 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $309,149 | 0.0% | +0% | — |
| 197 |  $WLDN | Willdan Group, Inc. | $303,587 | 0.0% | NEW | 61.5 |
| 198 |  $KMB | KIMBERLY CLARK CORP | $295,687 | 0.0% | -3% | 61.7 |
| 199 |  $WDAY | Workday, Inc. | $295,400 | 0.0% | NEW | 74.2 |
| 200 | — | ISHARES TR - RUSSELL 2000 ETF | $292,584 | 0.0% | +0% | — |
| 201 |  $BNS | BANK OF NOVA SCOTIA | $291,088 | 0.0% | +0% | — |
| 202 |  $PSX | Phillips 66 | $290,706 | 0.0% | +0% | 47.6 |
| 203 |  $ALB | ALBEMARLE CORP | $278,167 | 0.0% | -6% | 50.2 |
| 204 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $266,239 | 0.0% | +0% | — |
| 205 |  $UNP | UNION PACIFIC CORP | $259,708 | 0.0% | NEW | 74 |
| 206 |  $SHEL | Shell plc | $259,306 | 0.0% | -3% | — |
| 207 |  $PNFP | Pinnacle Financial Partners, Inc. | $253,470 | 0.0% | +0% | — |
| 208 |  $CFR | CULLEN/FROST BANKERS, INC. | $252,745 | 0.0% | +0% | 66.5 |
| 209 |  $M | Macy's, Inc. | $251,294 | 0.0% | +0% | 48.9 |
| 210 |  $ESEA | EUROSEAS LTD. | $248,092 | 0.0% | NEW | — |
| 211 |  $ADM | Archer-Daniels-Midland Co | $245,010 | 0.0% | +0% | 49.4 |
| 212 |  $FTV | Fortive Corp | $232,204 | 0.0% | +1% | 55.9 |
| 213 |  $LH | LABCORP HOLDINGS INC. | $231,000 | 0.0% | +0% | 54.8 |
| 214 |  $SHOP | SHOPIFY INC. | $229,388 | 0.0% | +0% | — |
| 215 |  $MMM | 3M CO | $223,373 | 0.0% | -3% | 60.7 |
| 216 |  $LAMR | LAMAR ADVERTISING CO/NEW | $222,488 | 0.0% | NEW | 67.8 |
| 217 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $221,790 | 0.0% | -2% | — |
| 218 |  $ON | ON SEMICONDUCTOR CORP | $212,337 | 0.0% | NEW | 42.4 |
| 219 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $209,996 | 0.0% | NEW | — |
| 220 |  $VLTO | Veralto Corp | $207,955 | 0.0% | +0% | 74.4 |
| 221 |  $DE | DEERE & CO | $203,730 | 0.0% | NEW | 57.4 |
| 222 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $201,176 | 0.0% | NEW | 76.6 |
| 223 |  $ABR | ARBOR REALTY TRUST INC | $59,311 | 0.0% | -23% | — |
| 224 |  $BORR | Borr Drilling Ltd | $47,999 | 0.0% | +0% | — |
New Positions (16)
$UPSCALL UNITED PARCEL SERVICE INC$21.8M ISHARES TR - S&P 500 GRWT ETF$9.4M
$NFLXCALL NETFLIX INC$3.4M$FDXF FedEx Freight Holding Company, Inc.$1.0M$MA Mastercard Inc$502,046$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$472,429$ELV Elevance Health, Inc.$427,493$WLDN Willdan Group, Inc.$303,587$WDAY Workday, Inc.$295,400$UNP UNION PACIFIC CORP$259,708$ESEA EUROSEAS LTD.$248,092$LAMR LAMAR ADVERTISING CO/NEW$222,488$ON ON SEMICONDUCTOR CORP$212,337 SELECT SECTOR SPDR TR - ST STR CARE ETF$209,996
$DE DEERE & CO$203,730
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