TOWER TRUST & INVESTMENT Co
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2067591
Institutional-grade research for retail investors
13F Reported Value
ⓘ$164.8M
Holdings
247
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
TOWER TRUST & INVESTMENT Co disclosed 247 positions worth $164.8M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 12.1% of the equity portfolio. During the quarter the fund opened 47 new positions and exited 8 — including a new stake in $WPC and a full exit from $HON. The portfolio is most concentrated in Technology (46.6% of disclosed assets). All figures are sourced directly from TOWER TRUST & INVESTMENT Co’s Form 13F-HR filing with the SEC under CIK 2067591.
AI Fund Analysis
Stable
$AAPL12.1% weight
Held 6 quarters
SPDR S&P GLOBAL
8.6% weight
Held 6 quarters
$NVDA8.1% weight
Held 6 quarters
$MSFT4.1% weight
Held 6 quarters
$GOOG4.1% weight
Held 6 quarters
$AVGO5 quarters accumulating
$BA5 quarters accumulating
VANGUARD B TOTAL BOND - ET
5 quarters accumulating
VANGUARD MID CAP ETF - ETF
5 quarters accumulating
VANGUARD SCOTTSDALE FDS
5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$20.0M69,038 sh SPDR S&P GLOBAL INFRASTRUCTURE ETF - ETF ALTERNATIVES
—Quality
$14.2M188,099 sh- 90.2#1
Quality
$13.3M66,673 sh - 83.7
Quality
$6.8M18,171 sh - 80.2
Quality
$6.7M18,958 sh - 74.6
Quality
$5.6M23,525 sh - 80.2
Quality
$4.7M13,083 sh - 80.9
Quality
$4.6M8,136 sh - 35.6
Quality
$4.5M13,774 sh - 78.8
Quality
$4.4M7,655 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $20.0M | 69,038 |
| SPDR S&P GLOBAL INFRASTRUCTURE ETF - ETF ALTERNATIVES | — | $14.2M | 188,099 |
| NVIDIA CORP$NVDA | 90.2#1 | $13.3M | 66,673 |
| MICROSOFT CORP$MSFT | 83.7 | $6.8M | 18,171 |
 Alphabet Inc.$GOOGL | 80.2 | $6.7M | 18,958 |
 AMAZON COM INC$AMZN | 74.6 | $5.6M | 23,525 |
| Alphabet Inc.$GOOG | 80.2 | $4.7M | 13,083 |
 Meta Platforms, Inc.$META | 80.9 | $4.6M | 8,136 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $4.5M | 13,774 |
 ADVANCED MICRO DEVICES INC$AMD | 78.8 | $4.4M | 7,655 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TOWER TRUST & INVESTMENT Co's 247 positions.
Showing top 10 of 247 holdings.
Sector Allocation
Technology
$76.8M
Other
$23.5M
Financials
$15.0M
Consumer Discretionary
$14.9M
Industrials
$10.3M
Healthcare
$9.6M
Consumer Staples
$4.1M
Energy
$4.0M
Full Holdings — TOWER TRUST & INVESTMENT Co (Q2 2026)
All 247 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. | $20.0M | 12.1% | -1% | 76.1 |
| 2 | — | SPDR S&P GLOBAL INFRASTRUCTURE ETF - ETF ALTERNATIVES | $14.2M | 8.6% | -2% | — |
| 3 | $NVDA | NVIDIA CORP | $13.3M | 8.1% | -1% | 90.2 |
| 4 | $MSFT | MICROSOFT CORP | $6.8M | 4.1% | -2% | 83.7 |
| 5 | $GOOGL | Alphabet Inc. | $6.7M | 4.1% | -3% | 80.2 |
| 6 | $AMZN | AMAZON COM INC | $5.6M | 3.4% | -2% | 74.6 |
| 7 | $GOOG | Alphabet Inc. | $4.7M | 2.8% | -5% | 80.2 |
| 8 | $META | Meta Platforms, Inc. | $4.6M | 2.8% | -1% | 80.9 |
| 9 | $JPM | JPMORGAN CHASE & CO | $4.5M | 2.7% | -4% | 35.6 |
| 10 | $AMD | ADVANCED MICRO DEVICES INC | $4.4M | 2.7% | -14% | 78.8 |
| 11 | $AVGO | Broadcom Inc. | $3.3M | 2.0% | +61% | 86.4 |
| 12 |  $PANW | Palo Alto Networks Inc | $2.7M | 1.6% | -2% | 66.5 |
| 13 |  $MA | Mastercard Inc | $2.4M | 1.5% | -1% | 81.7 |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.4M | 1.5% | -2% | 67 |
| 15 |  $CAT | CATERPILLAR INC | $2.3M | 1.4% | -5% | 67.8 |
| 16 |  $KLAC | KLA CORP | $2.2M | 1.4% | +830% | 84.4 |
| 17 |  $ADI | ANALOG DEVICES INC | $1.9M | 1.1% | -6% | 76.2 |
| 18 |  $TJX | TJX COMPANIES INC /DE/ | $1.8M | 1.1% | -1% | 70.7 |
| 19 | — | ISHARES TR CORE MSCI EAFE - ETF INTERNATIONAL | $1.7M | 1.1% | -3% | — |
| 20 |  $C | CITIGROUP INC | $1.6M | 1.0% | -1% | 54.8 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $1.6M | 1.0% | -19% | 72.3 |
| 22 |  $CVS | CVS HEALTH Corp | $1.6M | 0.9% | -4% | 51.3 |
| 23 |  $ETN | Eaton Corp plc | $1.5M | 0.9% | -11% | — |
| 24 |  $RTX | RTX Corp | $1.5M | 0.9% | -2% | 70 |
| 25 |  $XOM | EXXON MOBIL CORP | $1.3M | 0.8% | -1% | 61.8 |
| 26 |  $JNJ | JOHNSON & JOHNSON | $1.2M | 0.7% | -0% | 72.8 |
| 27 |  $GSK | GSK plc | $1.2M | 0.7% | -1% | — |
| 28 |  $LLY | ELI LILLY & Co | $1.2M | 0.7% | +0% | 89.3 |
| 29 |  $EMR | EMERSON ELECTRIC CO | $1.2M | 0.7% | -36% | 65.9 |
| 30 | $BA | BOEING CO | $1.2M | 0.7% | +1% | 51.8 |
| 31 |  $COR | Cencora, Inc. | $1.1M | 0.7% | +0% | 59.6 |
| 32 |  $KO | COCA COLA CO | $1.1M | 0.7% | -3% | 74 |
| 33 |  $ORCL | ORACLE CORP | $1.1M | 0.6% | -4% | 67.2 |
| 34 | — | VANGUARD B TOTAL BOND - ETF FIXED INCOME | $1.0M | 0.6% | +21% | — |
| 35 |  $SCHW | SCHWAB CHARLES CORP | $1.0M | 0.6% | +2% | 77.2 |
| 36 |  $MDT | Medtronic plc | $1.0M | 0.6% | -12% | — |
| 37 |  $DE | DEERE & CO | $990,818 | 0.6% | +105% | 57.4 |
| 38 |  $NEE | NEXTERA ENERGY INC | $976,026 | 0.6% | -1% | 71.7 |
| 39 | — | VANGUARD MID CAP ETF - ETF MID CAP | $927,968 | 0.6% | +280% | — |
| 40 |  $NFLX | NETFLIX INC | $927,338 | 0.6% | -8% | 86.7 |
| 41 | — | VANGUARD SCOTTSDALE FDS INT-TERM CORP - ETF FIXED INCOME | $902,784 | 0.6% | +13% | — |
| 42 |  $GD | GENERAL DYNAMICS CORP | $894,705 | 0.5% | -4% | 73 |
| 43 |  $BX | Blackstone Inc. | $874,940 | 0.5% | -9% | 68 |
| 44 |  $CRM | Salesforce, Inc. | $872,993 | 0.5% | +2% | 75.2 |
| 45 |  $HD | HOME DEPOT, INC. | $858,704 | 0.5% | -8% | 69.2 |
| 46 |  $SLB | SLB LIMITED/NV | $858,419 | 0.5% | +2% | 63.2 |
| 47 |  $YUM | YUM BRANDS INC | $814,580 | 0.5% | +0% | 71.7 |
| 48 |  $AMT | AMERICAN TOWER CORP /MA/ | $808,624 | 0.5% | -1% | 69.8 |
| 49 |  $OVV | Ovintiv Inc. | $773,412 | 0.5% | -3% | 46.5 |
| 50 |  $PG | PROCTER & GAMBLE Co | $765,107 | 0.5% | -3% | 72.9 |
| 51 |  $ICE | Intercontinental Exchange, Inc. | $758,292 | 0.5% | -1% | 73.8 |
| 52 |  $FCX | FREEPORT-MCMORAN INC | $755,763 | 0.5% | +7% | 73.1 |
| 53 |  $CVX | CHEVRON CORP | $748,839 | 0.5% | -1% | 54.7 |
| 54 | — | VANGUARD I S&P 500 ETF SHS - ETF LARGE CAP | $743,116 | 0.5% | -1% | — |
| 55 |  $WFC | WELLS FARGO & COMPANY/MN | $736,067 | 0.5% | +0% | — |
| 56 |  $MDLZ | Mondelez International, Inc. | $711,540 | 0.4% | -4% | 53.9 |
| 57 |  $TPR | TAPESTRY, INC. | $681,769 | 0.4% | +4% | 76.4 |
| 58 |  $KKR | KKR & Co. Inc. | $668,563 | 0.4% | -26% | 49.8 |
| 59 | — | ISHARES INC CORE MSCI EMKT - ETF INTERNATIONAL | $655,924 | 0.4% | +36% | — |
| 60 |  $PCAR | PACCAR INC | $647,130 | 0.4% | -2% | 56.5 |
| 61 | $DE | DEERE & CO | $634,330 | 0.4% | +0% | 57.4 |
| 62 |  $LOW | LOWES COMPANIES INC | $631,476 | 0.4% | -8% | 63.5 |
| 63 |  $DIS | Walt Disney Co | $609,311 | 0.4% | -2% | 68.9 |
| 64 |  $BIIB | BIOGEN INC. | $608,797 | 0.4% | -2% | 65.6 |
| 65 |  $BMY | BRISTOL MYERS SQUIBB CO | $584,502 | 0.3% | +2% | 70.1 |
| 66 |  $MCD | MCDONALDS CORP | $524,863 | 0.3% | -7% | 73.9 |
| 67 |  $CEG | Constellation Energy Corp | $521,824 | 0.3% | +0% | 62.5 |
| 68 | — | VANGUARD INDEX FDS SMALL CP ETF - ETF SMALL CAP | $509,222 | 0.3% | -2% | — |
| 69 |  $AEE | AMEREN CORP | $492,967 | 0.3% | +0% | 63.5 |
| 70 |  $GS | GOLDMAN SACHS GROUP INC | $483,398 | 0.3% | +1607% | — |
| 71 |  $PYPL | PayPal Holdings, Inc. | $480,501 | 0.3% | -14% | 70.5 |
| 72 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF - ETF LARGE CAP | $473,188 | 0.3% | +0% | — |
| 73 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $457,166 | 0.3% | -18% | 64.9 |
| 74 |  $PFE | PFIZER INC | $456,429 | 0.3% | -13% | 69 |
| 75 |  $NKE | NIKE, Inc. | $410,053 | 0.3% | -8% | 53.4 |
| 76 |  $UNH | UNITEDHEALTH GROUP INC | $403,160 | 0.2% | +0% | 66.8 |
| 77 |  $__PARK_1390777 | Bank of New York Mellon Corp | $396,086 | 0.2% | +0% | 36.7 |
| 78 | — | SPDR SERIES TRUST BLOOMBERG BRCLYS - ETF FIXED INCOME | $369,866 | 0.2% | -5% | — |
| 79 |  $BDX | BECTON DICKINSON & CO | $345,280 | 0.2% | +5% | 50.7 |
| 80 |  $QCRH | QCR HOLDINGS INC | $340,238 | 0.2% | +0% | — |
| 81 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $340,000 | 0.2% | +0% | 72.9 |
| 82 | — | ISHARES GLOBAL INFRASTRCTUREETF - ETF ALTERNATIVES | $308,090 | 0.2% | +58% | — |
| 83 |  $EXC | EXELON CORP | $306,320 | 0.2% | +0% | 63.9 |
| 84 |  $BBWI | Bath & Body Works, Inc. | $290,802 | 0.2% | -15% | 59.8 |
| 85 |  $ADBE | ADOBE INC. | $270,604 | 0.2% | -33% | 80.4 |
| 86 |  $INTU | INTUIT INC. | $265,176 | 0.2% | -18% | 82 |
| 87 |  $ABBV | AbbVie Inc. | $256,672 | 0.2% | +0% | 59.3 |
| 88 |  $PEP | PEPSICO INC | $237,355 | 0.1% | +0% | 62.7 |
| 89 |  $ACN | Accenture plc | $223,573 | 0.1% | -28% | — |
| 90 |  $GWW | W.W. GRAINGER, INC. | $223,104 | 0.1% | -5% | 69.5 |
| 91 | — | VANGUARD REAL ESTATE INDEX FUND - ETF REAL ESTATE | $206,454 | 0.1% | -26% | — |
| 92 | — | VANGUARD INDEX FDS TTL STK MRKT ETF - ETF LARGE CAP | $204,256 | 0.1% | +0% | — |
| 93 |  $SO | SOUTHERN CO | $191,993 | 0.1% | +0% | 65.1 |
| 94 | — | VANGUARD WORLD FDS INF TECH ETF - ETF LARGE CAP | $183,582 | 0.1% | +700% | — |
| 95 |  $INTC | INTEL CORP | $182,215 | 0.1% | +1% | 41.5 |
| 96 |  $PSA | Public Storage | $161,059 | 0.1% | +0% | 73.9 |
| 97 |  $COP | CONOCOPHILLIPS | $151,572 | 0.1% | +0% | 74.8 |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $143,110 | 0.1% | +0% | 64.5 |
| 99 |  $CMI | CUMMINS INC | $142,642 | 0.1% | +0% | 58.9 |
| 100 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $137,991 | 0.1% | -80% | 71.5 |
| 101 |  $CTVA | Corteva, Inc. | $130,591 | 0.1% | +0% | 48.4 |
| 102 |  $Q | Qnity Electronics, Inc. | $126,728 | 0.1% | +1% | — |
| 103 |  $PSX | Phillips 66 | $120,700 | 0.1% | +0% | 47.6 |
| 104 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $117,824 | 0.1% | +0% | — |
| 105 |  $LNT | ALLIANT ENERGY CORP | $108,331 | 0.1% | -17% | 56.7 |
| 106 |  $T | AT&T INC. | $107,536 | 0.1% | -1% | 71.9 |
| 107 | — | FLEXSHARES TR MORNSTAR UPSTR - ETF ALTERNATIVES | $107,308 | 0.1% | +8% | — |
| 108 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $106,201 | 0.1% | +0% | — |
| 109 |  $DUK | Duke Energy CORP | $103,667 | 0.1% | +0% | 64 |
| 110 |  $TRV | TRAVELERS COMPANIES, INC. | $101,673 | 0.1% | +0% | 71.5 |
| 111 |  $CRWD | CrowdStrike Holdings, Inc. | $96,155 | 0.1% | +2% | 55 |
| 112 |  $VZ | VERIZON COMMUNICATIONS INC | $96,068 | 0.1% | +0% | 71.6 |
| 113 |  $MU | MICRON TECHNOLOGY INC | $93,497 | 0.1% | +1% | 88.4 |
| 114 |  $WPC | W. P. Carey Inc. | $86,658 | 0.1% | NEW | 62.1 |
| 115 |  $ZTS | Zoetis Inc. | $86,232 | 0.1% | +0% | 72.6 |
| 116 |  $V | VISA INC. | $84,395 | 0.1% | +1% | 83.5 |
| 117 | — | FRANKLIN US EQUITY INDEX ETF - ETF LARGE CAP | $81,743 | 0.1% | NEW | — |
| 118 |  $HWM | Howmet Aerospace Inc. | $78,503 | 0.1% | +0% | 79.1 |
| 119 |  $ADP | AUTOMATIC DATA PROCESSING INC | $78,382 | 0.1% | +0% | 77.9 |
| 120 |  $SOLS | Solstice Advanced Materials Inc. | $75,131 | 0.1% | -1% | — |
| 121 | — | ISHARES RUSSELL 2000 ETF - MUTUAL FUND EQUITY SMALL CAP | $75,110 | 0.1% | +0% | — |
| 122 |  $SPY | SPDR S&P 500 ETF TRUST | $74,676 | 0.1% | +0% | — |
| 123 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $73,392 | 0.0% | +0% | 66.7 |
| 124 |  $WAT | WATERS CORP /DE/ | $71,250 | 0.0% | -19% | 69.9 |
| 125 |  $DD | DuPont de Nemours, Inc. | $69,583 | 0.0% | -67% | 31.1 |
| 126 | — | VANGUARD SPECIALIZED PORTFOLDIV APP ETF - ETF LARGE CAP | $68,146 | 0.0% | +0% | — |
| 127 |  $WM | WASTE MANAGEMENT INC | $65,749 | 0.0% | +2% | 70.7 |
| 128 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $64,471 | 0.0% | +4% | — |
| 129 |  $ASML | ASML HOLDING NV | $63,661 | 0.0% | +3% | — |
| 130 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $63,220 | 0.0% | +0% | 60.7 |
| 131 |  $MRK | Merck & Co., Inc. | $60,138 | 0.0% | +2% | 70.9 |
| 132 |  $MCHP | MICROCHIP TECHNOLOGY INC | $59,280 | 0.0% | -2% | 40 |
| 133 |  $DG | DOLLAR GENERAL CORP | $57,555 | 0.0% | +0% | 60.4 |
| 134 | — | ISHARES TR RUSSELL MCP GR - MUTUAL FUND EQUITY MID CAP | $50,071 | 0.0% | +0% | — |
| 135 |  $EVRG | Evergy, Inc. | $50,042 | 0.0% | +0% | 56.2 |
| 136 | — | VANGUARD GRWTH INDEX - ETF LARGE CAP GROWTH-TECHNOLGY | $45,481 | 0.0% | +500% | — |
| 137 |  $ABT | ABBOTT LABORATORIES | $45,370 | 0.0% | +0% | 67 |
| 138 |  $LMT | LOCKHEED MARTIN CORP | $40,756 | 0.0% | +0% | 65 |
| 139 |  $WMT | Walmart Inc. | $38,733 | 0.0% | +3% | 63.2 |
| 140 | — | ISHARES RUSSELL MID CAP INDEX FUND - MUTUAL FUND EQUITY MID CAP | $35,302 | 0.0% | +0% | — |
| 141 |  $PGR | PROGRESSIVE CORP/OH/ | $34,078 | 0.0% | +0% | 83.6 |
| 142 |  $WBD | Warner Bros. Discovery, Inc. | $33,471 | 0.0% | +0% | 42.1 |
| 143 |  $GE | GENERAL ELECTRIC CO | $32,138 | 0.0% | +0% | 74.8 |
| 144 |  $TSLA | Tesla, Inc. | $31,541 | 0.0% | +19% | 50.1 |
| 145 | — | ISHARES TR RUSSELL MCP VL - MUTUAL FUND EQUITY MID CAP | $31,274 | 0.0% | +0% | — |
| 146 |  $MO | ALTRIA GROUP, INC. | $28,780 | 0.0% | +0% | 72.1 |
| 147 | — | EXCHANGE TRADED CONCEPTS TRUROBO GLB ETF - ETF INTERNATIONAL | $27,836 | 0.0% | +0% | — |
| 148 | — | DFA EMERGING MARKETS CORE EQUITY 2 - ETF EMERGING MARKET | $27,669 | 0.0% | +0% | — |
| 149 |  $USPH | U S PHYSICAL THERAPY INC /NV | $27,472 | 0.0% | +0% | 57.2 |
| 150 |  $FAST | FASTENAL CO | $25,162 | 0.0% | +0% | 73.5 |
| 151 |  $ENB | ENBRIDGE INC | $25,040 | 0.0% | +0% | — |
| 152 |  $GEV | GE Vernova Inc. | $24,670 | 0.0% | +5% | 70.1 |
| 153 |  $CB | Chubb Ltd | $24,532 | 0.0% | +0% | — |
| 154 |  $DHR | DANAHER CORP /DE/ | $24,381 | 0.0% | -42% | 63.9 |
| 155 | — | DFA INTERNATIONAL CORE EQUITY 2 - ETF INTERNATIONAL | $23,020 | 0.0% | +0% | — |
| 156 |  $LIN | LINDE PLC | $20,756 | 0.0% | +5% | — |
| 157 |  $YUMC | Yum China Holdings, Inc. | $20,593 | 0.0% | +0% | 65.2 |
| 158 | — | FIRST TR EXCHANGE-TRADED FD SHS - ETF LARGE CAP | $17,903 | 0.0% | +0% | — |
| 159 |  $ALL | ALLSTATE CORP | $17,607 | 0.0% | NEW | 76.6 |
| 160 |  $NTRS | NORTHERN TRUST CORP | $17,557 | 0.0% | +0% | 71.8 |
| 161 |  $DJT | Trump Media & Technology Group Corp. | $16,540 | 0.0% | NEW | 22.2 |
| 162 | — | SPDR INDEX SHS FDS ST INTL CAP ETF - ETF INTERNATIONAL | $16,187 | 0.0% | +0% | — |
| 163 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $16,104 | 0.0% | +0% | 40.1 |
| 164 | — | SPDR INDEX SHS FDS ST PORT MARK ETF - ETF EMERGING MARKET | $15,531 | 0.0% | +0% | — |
| 165 |  $PLTR | Palantir Technologies Inc. | $14,116 | 0.0% | +78% | 85.8 |
| 166 | — | JPM BETABUILDERS US EQUITY ETF - ETF LARGE CAP | $13,202 | 0.0% | NEW | — |
| 167 |  $AWK | American Water Works Company, Inc. | $13,158 | 0.0% | +0% | 61.7 |
| 168 |  $FNF | Fidelity National Financial, Inc. | $13,107 | 0.0% | +0% | 69.7 |
| 169 |  $DRI | DARDEN RESTAURANTS INC | $12,772 | 0.0% | NEW | 68.6 |
| 170 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $12,467 | 0.0% | +0% | — |
| 171 |  $PAYX | PAYCHEX INC | $12,389 | 0.0% | +0% | 75.1 |
| 172 |  $CARR | CARRIER GLOBAL Corp | $11,736 | 0.0% | +0% | 61.5 |
| 173 | — | JPM ACTIVE VALUE ETF - ETF LARGE CAP | $11,513 | 0.0% | NEW | — |
| 174 |  $EIX | EDISON INTERNATIONAL | $11,167 | 0.0% | +0% | 70.7 |
| 175 |  $GLDM | World Gold Trust | $11,039 | 0.0% | NEW | — |
| 176 | — | ISHARES TR EAFE VALUE ETF - ETF INTERNATIONAL | $11,021 | 0.0% | +0% | — |
| 177 | — | SPDR INDEX SHS FDS PORTFOLIO DEVLPD - ETF INTERNATIONAL | $10,882 | 0.0% | +0% | — |
| 178 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $10,682 | 0.0% | +0% | 77.6 |
| 179 |  $ETSY | ETSY INC | $10,546 | 0.0% | +0% | 50.4 |
| 180 |  $F | FORD MOTOR CO | $10,021 | 0.0% | +0% | 58.5 |
| 181 |  $ITW | ILLINOIS TOOL WORKS INC | $10,007 | 0.0% | +0% | 71.2 |
| 182 |  $WIX | Wix.com Ltd. | $9,752 | 0.0% | +0% | — |
| 183 |  $MMM | 3M CO | $8,743 | 0.0% | +0% | 60.7 |
| 184 |  $ABNB | Airbnb, Inc. | $8,442 | 0.0% | NEW | 70.1 |
| 185 |  $NMAX | Newsmax Inc. | $7,468 | 0.0% | +0% | 33.1 |
| 186 |  $GGG | GRACO INC | $7,334 | 0.0% | +0% | 67.2 |
| 187 |  $WY | WEYERHAEUSER CO | $6,724 | 0.0% | +0% | 52.9 |
| 188 | — | DFA US CORE EQUITY 2 - ETF LARGE CAP | $6,698 | 0.0% | +0% | — |
| 189 |  $NUE | NUCOR CORP | $6,682 | 0.0% | +0% | 58.9 |
| 190 |  $BP | BP PLC | $6,577 | 0.0% | +0% | — |
| 191 |  $RKLB | Rocket Lab Corp | $6,505 | 0.0% | +0% | 37.2 |
| 192 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $6,001 | 0.0% | +0% | 67.3 |
| 193 |  $AZN | ASTRAZENECA PLC | $5,877 | 0.0% | +15% | — |
| 194 |  $NOW | ServiceNow, Inc. | $5,758 | 0.0% | NEW | 76 |
| 195 |  $BAC | BANK OF AMERICA CORP /DE/ | $5,697 | 0.0% | +0% | 68.4 |
| 196 |  $ADM | Archer-Daniels-Midland Co | $5,653 | 0.0% | +0% | 49.4 |
| 197 |  $DEO | DIAGEO PLC | $5,305 | 0.0% | +0% | — |
| 198 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $5,129 | 0.0% | +0% | — |
| 199 |  $UA | Under Armour, Inc. | $4,378 | 0.0% | +0% | 40.5 |
| 200 |  $NNE | Nano Nuclear Energy Inc. | $4,226 | 0.0% | NEW | — |
| 201 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $4,176 | 0.0% | +0% | 66.3 |
| 202 | — | JPM HEDGED EQ LADDER OVERLAY ETF - ETF LARGE CAP | $4,122 | 0.0% | NEW | — |
| 203 |  $WTBA | WEST BANCORPORATION INC | $4,110 | 0.0% | +0% | — |
| 204 | — | JPM FLEXIBLE DEBT ETF - ETF FIXED INCOME | $3,981 | 0.0% | NEW | — |
| 205 |  $FIS | Fidelity National Information Services, Inc. | $3,810 | 0.0% | +0% | 69.6 |
| 206 |  $OKLO | Oklo Inc. | $3,558 | 0.0% | +0% | — |
| 207 |  $ACHR | Archer Aviation Inc. | $3,344 | 0.0% | +0% | 25 |
| 208 | — | CARNIVAL CORP LTD - FOREIGN EQUITIES | $2,856 | 0.0% | NEW | — |
| 209 |  $AA | Alcoa Corp | $2,293 | 0.0% | +0% | 66.2 |
| 210 |  $SNDK | Sandisk Corp | $2,273 | 0.0% | NEW | 88.8 |
| 211 |  $AMAT | APPLIED MATERIALS INC /DE | $2,169 | 0.0% | NEW | 74.8 |
| 212 |  $GEHC | GE HealthCare Technologies Inc. | $1,792 | 0.0% | +0% | 58.2 |
| 213 |  $ROK | ROCKWELL AUTOMATION, INC | $1,485 | 0.0% | NEW | 68.2 |
| 214 |  $ARM | ARM HOLDINGS PLC /UK | $1,418 | 0.0% | NEW | — |
| 215 |  $LRCX | LAM RESEARCH CORP | $1,299 | 0.0% | NEW | 82.4 |
| 216 |  $FLEX | FLEX LTD. | $1,296 | 0.0% | NEW | — |
| 217 |  $EW | Edwards Lifesciences Corp | $1,266 | 0.0% | NEW | 67.6 |
| 218 |  $BKR | Baker Hughes Co | $1,221 | 0.0% | NEW | 63.4 |
| 219 |  $ATI | ATI INC | $1,182 | 0.0% | NEW | 64.5 |
| 220 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1,162 | 0.0% | NEW | 66.5 |
| 221 |  $EQIX | EQUINIX INC | $1,042 | 0.0% | NEW | 61.4 |
| 222 |  $GLW | CORNING INC /NY | $1,021 | 0.0% | NEW | 72.7 |
| 223 |  $TER | TERADYNE, INC | $967 | 0.0% | NEW | 74.6 |
| 224 |  $SYK | STRYKER CORP | $944 | 0.0% | NEW | 69.8 |
| 225 |  $DXCM | DEXCOM INC | $942 | 0.0% | NEW | 77.9 |
| 226 |  $CCJ | CAMECO CORP | $916 | 0.0% | NEW | — |
| 227 |  $BE | Bloom Energy Corp | $908 | 0.0% | NEW | 54.4 |
| 228 |  $FG | F&G Annuities & Life, Inc. | $904 | 0.0% | +0% | 61.9 |
| 229 |  $TXN | TEXAS INSTRUMENTS INC | $894 | 0.0% | NEW | 70.4 |
| 230 |  $NXPI | NXP Semiconductors N.V. | $843 | 0.0% | NEW | — |
| 231 |  $NOK | NOKIA CORP | $823 | 0.0% | NEW | — |
| 232 |  $XPO | XPO, Inc. | $821 | 0.0% | NEW | 55.3 |
| 233 |  $ISRG | INTUITIVE SURGICAL INC | $795 | 0.0% | NEW | 81.4 |
| 234 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $764 | 0.0% | NEW | 39.2 |
| 235 |  $CW | CURTISS WRIGHT CORP | $757 | 0.0% | NEW | 70.7 |
| 236 |  $PWR | QUANTA SERVICES, INC. | $720 | 0.0% | NEW | 62.6 |
| 237 |  $ILMN | ILLUMINA, INC. | $703 | 0.0% | NEW | 62.5 |
| 238 |  $SHOP | SHOPIFY INC. | $685 | 0.0% | NEW | — |
| 239 |  $OKTA | Okta, Inc. | $682 | 0.0% | NEW | 67.3 |
| 240 |  $VRT | Vertiv Holdings Co | $669 | 0.0% | NEW | 82.7 |
| 241 |  $TDY | TELEDYNE TECHNOLOGIES INC | $666 | 0.0% | NEW | 70.2 |
| 242 |  $DASH | DoorDash, Inc. | $553 | 0.0% | NEW | 70.6 |
| 243 |  $KRMN | Karman Holdings Inc. | $399 | 0.0% | NEW | 56.1 |
| 244 |  $CRWV | CoreWeave, Inc. | $298 | 0.0% | NEW | 46.5 |
| 245 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $266 | 0.0% | +0% | 66.3 |
| 246 |  $CC | Chemours Co | $205 | 0.0% | +0% | 36.5 |
| 247 |  $OGN | Organon & Co. | $81 | 0.0% | +0% | 55.1 |
New Positions (47)
$WPC W. P. Carey Inc.$86,658 FRANKLIN US EQUITY INDEX ETF - ETF LARGE CAP$81,743
$ALL ALLSTATE CORP$17,607$DJT Trump Media & Technology Group Corp.$16,540 JPM BETABUILDERS US EQUITY ETF - ETF LARGE CAP$13,202
$DRI DARDEN RESTAURANTS INC$12,772 JPM ACTIVE VALUE ETF - ETF LARGE CAP$11,513
$GLDM World Gold Trust$11,039$ABNB Airbnb, Inc.$8,442$NOW ServiceNow, Inc.$5,758$NNE Nano Nuclear Energy Inc.$4,226 JPM HEDGED EQ LADDER OVERLAY ETF - ETF LARGE CAP$4,122
JPM FLEXIBLE DEBT ETF - ETF FIXED INCOME$3,981
CARNIVAL CORP LTD - FOREIGN EQUITIES$2,856
$SNDK Sandisk Corp$2,273
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