Dorato Capital Management
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2095216
Institutional-grade research for retail investors
13F Reported Value
ⓘ$147.5M
Holdings
254
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Dorato Capital Management disclosed 254 positions worth $147.5M in its Form 13F-HR for Q2 2026, led by $AFL (AFLAC INC) at 15.5% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $HONA. The portfolio is most concentrated in Other (32.9% of disclosed assets). All figures are sourced directly from Dorato Capital Management’s Form 13F-HR filing with the SEC under CIK 2095216.
AI Fund Analysis
StableSector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 60.3#862
Quality
$22.8M187,171 sh SCHWAB STRATEGIC TR - US TIPS ETF
—Quality
$7.1M270,159 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$6.9M212,142 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$6.1M204,325 sh- 72.3
Quality
$3.6M29,673 sh - —
Quality
$3.5M4,854 sh SCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$3.5M126,300 sh- 74.8
Quality
$3.1M5,178 sh SCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$2.8M97,361 sh- 65.1
Quality
$2.8M22,460 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AFLAC INC$AFL | 60.3#862 | $22.8M | 187,171 |
| SCHWAB STRATEGIC TR - US TIPS ETF | — | $7.1M | 270,159 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $6.9M | 212,142 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $6.1M | 204,325 |
 CISCO SYSTEMS, INC.$CSCO | 72.3 | $3.6M | 29,673 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $3.5M | 4,854 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $3.5M | 126,300 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $3.1M | 5,178 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $2.8M | 97,361 |
 PULTEGROUP INC/MI/$PHM | 65.1 | $2.8M | 22,460 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Dorato Capital Management's 254 positions.
Showing top 10 of 254 holdings.
Sector Allocation
Other
$48.4M
Financials
$31.3M
Technology
$20.1M
Industrials
$13.8M
Healthcare
$13.0M
Consumer Discretionary
$8.2M
Consumer Staples
$6.9M
Materials
$2.0M
Full Holdings — Dorato Capital Management (Q2 2026)
All 254 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 | $AFL | AFLAC INC | $22.8M | 15.5% | -0% | 60.3 |
| 2 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $7.1M | 4.8% | +2% | — |
| 3 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $6.9M | 4.7% | +3% | — |
| 4 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $6.1M | 4.1% | +1% | — |
| 5 | $CSCO | CISCO SYSTEMS, INC. | $3.6M | 2.4% | -0% | 72.3 |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.5M | 2.4% | -1% | — |
| 7 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $3.5M | 2.4% | +7% | — |
| 8 | $AMAT | APPLIED MATERIALS INC /DE | $3.1M | 2.1% | -18% | 74.8 |
| 9 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $2.8M | 1.9% | +0% | — |
| 10 | $PHM | PULTEGROUP INC/MI/ | $2.8M | 1.9% | +0% | 65.1 |
| 11 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $2.8M | 1.9% | +1% | — |
| 12 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $2.7M | 1.8% | +1% | — |
| 13 |  $CVS | CVS HEALTH Corp | $2.4M | 1.6% | +2% | 51.3 |
| 14 |  $JNJ | JOHNSON & JOHNSON | $2.4M | 1.6% | -1% | 72.8 |
| 15 |  $GD | GENERAL DYNAMICS CORP | $2.4M | 1.6% | +0% | 73 |
| 16 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $2.0M | 1.4% | +0% | — |
| 17 |  $MRK | Merck & Co., Inc. | $2.0M | 1.4% | +0% | 70.9 |
| 18 |  $INTC | INTEL CORP | $2.0M | 1.4% | -4% | 41.5 |
| 19 |  $SJM | J M SMUCKER Co | $1.9M | 1.3% | +8% | 46.4 |
| 20 |  $UNP | UNION PACIFIC CORP | $1.8M | 1.2% | +2% | 74 |
| 21 | — | DAVIS FUNDAMENTAL ETF TR - SELECT US EQTY | $1.8M | 1.2% | +0% | — |
| 22 |  $AMGN | AMGEN INC | $1.8M | 1.2% | +1% | 79.5 |
| 23 |  $HAS | HASBRO, INC. | $1.7M | 1.2% | +4% | 43.1 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $1.6M | 1.1% | +1% | 35.6 |
| 25 |  $KLAC | KLA CORP | $1.5M | 1.0% | +693% | 84.4 |
| 26 | — | ISHARES TR - NATIONAL MUN ETF | $1.5M | 1.0% | +0% | — |
| 27 |  $WMT | Walmart Inc. | $1.3M | 0.9% | +0% | 63.2 |
| 28 |  $MSFT | MICROSOFT CORP | $1.2M | 0.8% | +4% | 83.7 |
| 29 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.8% | +0% | 68.4 |
| 30 |  $SHW | SHERWIN WILLIAMS CO | $1.2M | 0.8% | +12% | 65.3 |
| 31 |  $ABBV | AbbVie Inc. | $1.0M | 0.7% | +1% | 59.3 |
| 32 |  $QSR | Restaurant Brands International Inc. | $1.0M | 0.7% | +0% | 71.2 |
| 33 | — | VANGUARD WORLD FD - MATERIALS ETF | $957,297 | 0.7% | -0% | — |
| 34 |  $TXN | TEXAS INSTRUMENTS INC | $921,922 | 0.6% | -4% | 70.4 |
| 35 | — | VANGUARD WORLD FD - INF TECH ETF | $881,822 | 0.6% | +694% | — |
| 36 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $869,984 | 0.6% | +0% | 66.5 |
| 37 |  $UNH | UNITEDHEALTH GROUP INC | $833,954 | 0.6% | +0% | 66.8 |
| 38 |  $CAH | CARDINAL HEALTH INC | $830,488 | 0.6% | -0% | 58.6 |
| 39 |  $BRK.B | BERKSHIRE HATHAWAY INC | $816,103 | 0.6% | +0% | 64.5 |
| 40 |  $MCD | MCDONALDS CORP | $803,048 | 0.5% | +0% | 73.9 |
| 41 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $779,360 | 0.5% | +9% | 65.3 |
| 42 |  $PEP | PEPSICO INC | $774,714 | 0.5% | +1% | 62.7 |
| 43 |  $MMM | 3M CO | $749,008 | 0.5% | +0% | 60.7 |
| 44 |  $MET | METLIFE INC | $708,547 | 0.5% | +0% | 73.9 |
| 45 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $704,218 | 0.5% | +0% | 60.5 |
| 46 |  $BALL | BALL Corp | $700,182 | 0.5% | +2% | 54.2 |
| 47 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $674,366 | 0.5% | +0% | 65.9 |
| 48 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $674,041 | 0.5% | +0% | 66.7 |
| 49 |  $GOOG | Alphabet Inc. | $661,774 | 0.5% | +0% | 80.2 |
| 50 |  $HPE | Hewlett Packard Enterprise Co | $658,154 | 0.5% | -21% | 52.5 |
| 51 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $651,944 | 0.4% | +0% | 70.9 |
| 52 | — | SCHWAB STRATEGIC TR - US REIT ETF | $644,911 | 0.4% | +1% | — |
| 53 |  $TEL | TE Connectivity plc | $631,535 | 0.4% | +25% | — |
| 54 |  $WFC | WELLS FARGO & COMPANY/MN | $617,529 | 0.4% | +0% | — |
| 55 |  $PKG | PACKAGING CORP OF AMERICA | $590,456 | 0.4% | +0% | 70 |
| 56 |  $ITW | ILLINOIS TOOL WORKS INC | $587,350 | 0.4% | +6% | 71.2 |
| 57 |  $MCK | MCKESSON CORP | $560,143 | 0.4% | +0% | 63.7 |
| 58 |  $OMC | OMNICOM GROUP INC. | $559,419 | 0.4% | +2% | 60.5 |
| 59 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $558,397 | 0.4% | -2% | — |
| 60 |  $SHEL | Shell plc | $549,050 | 0.4% | +1% | — |
| 61 |  $TT | Trane Technologies plc | $547,882 | 0.4% | +0% | — |
| 62 |  $MDLZ | Mondelez International, Inc. | $538,001 | 0.4% | +0% | 53.9 |
| 63 |  $AMP | AMERIPRISE FINANCIAL INC | $524,497 | 0.4% | +0% | 70.2 |
| 64 |  $SONY | Sony Group Corp | $499,858 | 0.3% | +4% | — |
| 65 |  $ADP | AUTOMATIC DATA PROCESSING INC | $499,081 | 0.3% | +1% | 77.9 |
| 66 |  $RIO | RIO TINTO PLC | $482,669 | 0.3% | +0% | — |
| 67 |  $PCAR | PACCAR INC | $473,491 | 0.3% | +0% | 56.5 |
| 68 |  $DHR | DANAHER CORP /DE/ | $422,991 | 0.3% | +2% | 63.9 |
| 69 |  $BDX | BECTON DICKINSON & CO | $421,634 | 0.3% | -10% | 50.7 |
| 70 |  $MCHP | MICROCHIP TECHNOLOGY INC | $413,982 | 0.3% | +0% | 40 |
| 71 |  $PFH | PRUDENTIAL FINANCIAL INC | $413,371 | 0.3% | +0% | 58.6 |
| 72 |  $LMT | LOCKHEED MARTIN CORP | $408,112 | 0.3% | +0% | 65 |
| 73 |  $NSC | NORFOLK SOUTHERN CORP | $400,169 | 0.3% | +0% | 70.8 |
| 74 |  $HRL | HORMEL FOODS CORP /DE/ | $389,894 | 0.3% | +12% | 58.4 |
| 75 |  $ROP | ROPER TECHNOLOGIES INC | $389,711 | 0.3% | +3218% | 72.2 |
| 76 |  $COP | CONOCOPHILLIPS | $385,022 | 0.3% | +8% | 74.8 |
| 77 |  $DIS | Walt Disney Co | $377,832 | 0.3% | +0% | 68.9 |
| 78 | — | ISHARES TR - S&P 100 ETF | $376,778 | 0.3% | +0% | — |
| 79 |  $DE | DEERE & CO | $366,788 | 0.3% | +0% | 57.4 |
| 80 | — | ISHARES TR - TIPS BD ETF | $365,912 | 0.3% | +0% | — |
| 81 |  $CB | Chubb Ltd | $359,309 | 0.2% | +0% | — |
| 82 |  $GOOGL | Alphabet Inc. | $347,930 | 0.2% | +9% | 80.2 |
| 83 |  $CSL | CARLISLE COMPANIES INC | $342,304 | 0.2% | +0% | 65 |
| 84 |  $TM | TOYOTA MOTOR CORP/ | $332,432 | 0.2% | +0% | — |
| 85 |  $PG | PROCTER & GAMBLE Co | $330,105 | 0.2% | +2% | 72.9 |
| 86 |  $NVS | NOVARTIS AG | $324,122 | 0.2% | +0% | — |
| 87 |  $FISV | FISERV INC | $317,079 | 0.2% | -3% | 67.4 |
| 88 | — | VANGUARD WORLD FD - UTILITIES ETF | $312,892 | 0.2% | +0% | — |
| 89 |  $XOM | EXXON MOBIL CORP | $310,581 | 0.2% | -1% | 61.8 |
| 90 |  $OC | Owens Corning | $301,035 | 0.2% | +0% | 47.3 |
| 91 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $299,304 | 0.2% | +0% | — |
| 92 |  $__PARK_1390777 | Bank of New York Mellon Corp | $296,244 | 0.2% | +0% | 36.7 |
| 93 |  $WAT | WATERS CORP /DE/ | $295,874 | 0.2% | +76% | 69.9 |
| 94 |  $FMC | FMC CORP | $295,487 | 0.2% | -21% | 28.6 |
| 95 |  $ABT | ABBOTT LABORATORIES | $284,984 | 0.2% | +0% | 67 |
| 96 |  $COST | COSTCO WHOLESALE CORP /NEW | $270,294 | 0.2% | +0% | 67 |
| 97 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $267,592 | 0.2% | -2% | — |
| 98 |  $AXP | AMERICAN EXPRESS CO | $266,441 | 0.2% | +0% | 73.2 |
| 99 |  $ALLE | Allegion plc | $254,815 | 0.2% | +19% | — |
| 100 |  $GS | GOLDMAN SACHS GROUP INC | $247,968 | 0.2% | +0% | — |
| 101 |  $APA | APA Corp | $238,093 | 0.2% | +0% | — |
| 102 |  $SYY | SYSCO CORP | $236,820 | 0.2% | +0% | 58.4 |
| 103 |  $QCOM | QUALCOMM INC/DE | $233,991 | 0.2% | +0% | 81.9 |
| 104 |  $BA | BOEING CO | $231,507 | 0.2% | +0% | 51.8 |
| 105 | — | ISHARES TR - RUS 1000 ETF | $228,450 | 0.1% | -2% | — |
| 106 |  $MKC | MCCORMICK & CO INC | $228,315 | 0.1% | +0% | 73.7 |
| 107 |  $LOW | LOWES COMPANIES INC | $219,461 | 0.1% | +0% | 63.5 |
| 108 |  $RSG | REPUBLIC SERVICES, INC. | $217,008 | 0.1% | +0% | 72 |
| 109 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $209,546 | 0.1% | -2% | — |
| 110 |  $J | JACOBS SOLUTIONS INC. | $207,243 | 0.1% | +2253% | 47.7 |
| 111 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $202,296 | 0.1% | +0% | — |
| 112 |  $AMZN | AMAZON COM INC | $200,443 | 0.1% | +0% | 74.6 |
| 113 | — | ISHARES TR - CONV BD ETF | $193,036 | 0.1% | +0% | — |
| 114 |  $AAPL | Apple Inc. | $189,996 | 0.1% | +0% | 76.1 |
| 115 |  $IR | Ingersoll Rand Inc. | $189,477 | 0.1% | +15% | 55.4 |
| 116 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $188,445 | 0.1% | +0% | — |
| 117 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $185,339 | 0.1% | +0% | — |
| 118 |  $TGT | TARGET CORP | $184,602 | 0.1% | +0% | 53.1 |
| 119 |  $VLTO | Veralto Corp | $183,268 | 0.1% | +17% | 74.4 |
| 120 |  $SPY | SPDR S&P 500 ETF TRUST | $178,169 | 0.1% | +0% | — |
| 121 |  $RF | REGIONS FINANCIAL CORP | $175,698 | 0.1% | +0% | — |
| 122 |  $LNT | ALLIANT ENERGY CORP | $173,734 | 0.1% | +0% | 56.7 |
| 123 |  $SYK | STRYKER CORP | $168,188 | 0.1% | +0% | 69.8 |
| 124 |  $INTU | INTUIT INC. | $167,176 | 0.1% | +37% | 82 |
| 125 |  $HPQ | HP INC | $157,382 | 0.1% | -28% | 58.9 |
| 126 |  $CL | COLGATE PALMOLIVE CO | $156,071 | 0.1% | +0% | 72.4 |
| 127 | — | ISHARES TR - RUS MD CP GR ETF | $153,669 | 0.1% | +0% | — |
| 128 |  $TJX | TJX COMPANIES INC /DE/ | $151,340 | 0.1% | +0% | 70.7 |
| 129 |  $EMR | EMERSON ELECTRIC CO | $149,296 | 0.1% | +0% | 65.9 |
| 130 |  $CVX | CHEVRON CORP | $144,755 | 0.1% | +9% | 54.7 |
| 131 | — | ISHARES TR - RUS 2000 VAL ETF | $144,301 | 0.1% | +0% | — |
| 132 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $143,840 | 0.1% | +0% | — |
| 133 |  $NUE | NUCOR CORP | $129,374 | 0.1% | +0% | 58.9 |
| 134 |  $MO | ALTRIA GROUP, INC. | $129,007 | 0.1% | +0% | 72.1 |
| 135 |  $KR | KROGER CO | $124,107 | 0.1% | +0% | 51.1 |
| 136 |  $COR | Cencora, Inc. | $123,501 | 0.1% | +0% | 59.6 |
| 137 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $122,724 | 0.1% | +0% | — |
| 138 |  $ROL | ROLLINS INC | $121,581 | 0.1% | +0% | 73.2 |
| 139 |  $FIS | Fidelity National Information Services, Inc. | $118,258 | 0.1% | -11% | 69.6 |
| 140 |  $WSM | WILLIAMS SONOMA INC | $115,310 | 0.1% | +0% | 65 |
| 141 |  $MA | Mastercard Inc | $105,348 | 0.1% | +0% | 81.7 |
| 142 |  $LRCX | LAM RESEARCH CORP | $105,099 | 0.1% | +0% | 82.4 |
| 143 |  $HON | HONEYWELL INTERNATIONAL INC | $100,078 | 0.1% | -50% | 65.7 |
| 144 |  $HONA | Honeywell Aerospace Inc. | $97,572 | 0.1% | NEW | — |
| 145 |  $SO | SOUTHERN CO | $96,280 | 0.1% | +0% | 65.1 |
| 146 | — | GLOBAL X FDS - ARTIFICIAL ETF | $90,466 | 0.1% | +0% | — |
| 147 |  $XEL | XCEL ENERGY INC | $89,027 | 0.1% | +0% | — |
| 148 |  $UL | UNILEVER PLC | $83,755 | 0.1% | +0% | — |
| 149 |  $MFC | MANULIFE FINANCIAL CORP | $82,580 | 0.1% | +0% | — |
| 150 |  $PNW | PINNACLE WEST CAPITAL CORP | $81,090 | 0.1% | +0% | 55.5 |
| 151 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $76,174 | 0.1% | +0% | — |
| 152 |  $SPGI | S&P Global Inc. | $75,768 | 0.1% | +0% | 79.4 |
| 153 | — | ISHARES TR - CORE DIV GRWTH | $75,365 | 0.1% | +0% | — |
| 154 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $74,248 | 0.1% | +0% | — |
| 155 | — | ISHARES TR - RUS 1000 GRW ETF | $73,875 | 0.1% | +300% | — |
| 156 | — | ISHARES TR - CORE US AGGBD ET | $73,364 | 0.1% | +0% | — |
| 157 |  $GILD | GILEAD SCIENCES, INC. | $73,354 | 0.1% | +0% | 77.8 |
| 158 |  $CCZ | COMCAST CORP | $72,337 | 0.1% | +0% | 70.4 |
| 159 | — | ISHARES TR - BROAD USD HIGH | $71,086 | 0.1% | +0% | — |
| 160 | — | ISHARES TR - RUS 2000 GRW ETF | $70,782 | 0.1% | +0% | — |
| 161 |  $CAT | CATERPILLAR INC | $68,574 | 0.1% | +0% | 67.8 |
| 162 |  $META | Meta Platforms, Inc. | $66,921 | 0.1% | +0% | 80.9 |
| 163 |  $BRO | BROWN & BROWN, INC. | $66,307 | 0.0% | +0% | 75.1 |
| 164 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $61,539 | 0.0% | +0% | — |
| 165 |  $DRI | DARDEN RESTAURANTS INC | $61,275 | 0.0% | +0% | 68.6 |
| 166 |  $NOK | NOKIA CORP | $60,956 | 0.0% | +0% | — |
| 167 | — | ISHARES TR - CORE S&P500 ETF | $60,649 | 0.0% | +0% | — |
| 168 |  $VZ | VERIZON COMMUNICATIONS INC | $59,853 | 0.0% | +0% | 71.6 |
| 169 |  $NEE | NEXTERA ENERGY INC | $59,813 | 0.0% | +0% | 71.7 |
| 170 | — | VANGUARD INDEX FDS - MID CAP ETF | $58,277 | 0.0% | +267% | — |
| 171 |  $FTV | Fortive Corp | $57,909 | 0.0% | +0% | 55.9 |
| 172 |  $RJF | RAYMOND JAMES FINANCIAL INC | $57,498 | 0.0% | +0% | 63.8 |
| 173 |  $DOV | DOVER Corp | $55,986 | 0.0% | +0% | 63.1 |
| 174 |  $MDT | Medtronic plc | $55,774 | 0.0% | +0% | — |
| 175 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $54,318 | 0.0% | +0% | — |
| 176 | — | ISHARES TR - EAFE VALUE ETF | $54,246 | 0.0% | +0% | — |
| 177 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $53,774 | 0.0% | +0% | — |
| 178 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $53,117 | 0.0% | +0% | — |
| 179 |  $TFC | TRUIST FINANCIAL CORP | $52,187 | 0.0% | +0% | — |
| 180 | — | VANGUARD STAR FDS - VG TL INTL STK F | $48,644 | 0.0% | +0% | — |
| 181 | — | ISHARES TR - MSCI EAFE ETF | $48,305 | 0.0% | +0% | — |
| 182 | — | ISHARES TR - RUS MID CAP ETF | $47,199 | 0.0% | +0% | — |
| 183 |  $PSX | Phillips 66 | $46,149 | 0.0% | +0% | 47.6 |
| 184 |  $ELV | Elevance Health, Inc. | $45,786 | 0.0% | +0% | 59.4 |
| 185 |  $SNX | TD SYNNEX CORP | $45,274 | 0.0% | +0% | 55.2 |
| 186 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $43,680 | 0.0% | +0% | — |
| 187 |  $RTX | RTX Corp | $43,105 | 0.0% | +0% | 70 |
| 188 |  $LLY | ELI LILLY & Co | $40,412 | 0.0% | +0% | 89.3 |
| 189 |  $PAYX | PAYCHEX INC | $39,790 | 0.0% | +68% | 75.1 |
| 190 |  $CMS | CMS ENERGY CORP | $39,585 | 0.0% | +0% | 61.5 |
| 191 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $39,434 | 0.0% | +0% | — |
| 192 |  $ACN | Accenture plc | $37,189 | 0.0% | +511% | — |
| 193 |  $NFLX | NETFLIX INC | $36,685 | 0.0% | +0% | 86.7 |
| 194 |  $BWIN | Baldwin Insurance Group, Inc. | $35,325 | 0.0% | +0% | 51.6 |
| 195 |  $ALL | ALLSTATE CORP | $34,723 | 0.0% | +0% | 76.6 |
| 196 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $34,703 | 0.0% | +0% | — |
| 197 |  $KMI | KINDER MORGAN, INC. | $34,529 | 0.0% | +0% | 74.6 |
| 198 |  $ETN | Eaton Corp plc | $34,212 | 0.0% | +0% | — |
| 199 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $32,212 | 0.0% | +0% | — |
| 200 |  $EW | Edwards Lifesciences Corp | $31,813 | 0.0% | +0% | 67.6 |
| 201 |  $V | VISA INC. | $31,408 | 0.0% | +0% | 83.5 |
| 202 |  $ED | CONSOLIDATED EDISON INC | $30,741 | 0.0% | +0% | 71.6 |
| 203 |  $PPG | PPG INDUSTRIES INC | $28,023 | 0.0% | +0% | 57.1 |
| 204 | — | VANGUARD INDEX FDS - VALUE ETF | $27,839 | 0.0% | +0% | — |
| 205 |  $DUK | Duke Energy CORP | $27,104 | 0.0% | +0% | 64 |
| 206 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $26,084 | 0.0% | +1% | — |
| 207 |  $CRM | Salesforce, Inc. | $23,845 | 0.0% | +0% | 75.2 |
| 208 |  $IVZ | Invesco Ltd. | $23,145 | 0.0% | +0% | — |
| 209 |  $ICE | Intercontinental Exchange, Inc. | $22,995 | 0.0% | +0% | 73.8 |
| 210 |  $GPC | GENUINE PARTS CO | $21,984 | 0.0% | +0% | 54.2 |
| 211 |  $YUM | YUM BRANDS INC | $21,588 | 0.0% | +0% | 71.7 |
| 212 |  $GCBC | GREENE COUNTY BANCORP INC | $20,974 | 0.0% | +0% | — |
| 213 |  $SPH | SUBURBAN PROPANE PARTNERS LP | $20,875 | 0.0% | +2% | 74.7 |
| 214 |  $TROW | PRICE T ROWE GROUP INC | $20,747 | 0.0% | +0% | 75.8 |
| 215 |  $HD | HOME DEPOT, INC. | $20,598 | 0.0% | -86% | 69.2 |
| 216 |  $MOS | MOSAIC CO | $20,005 | 0.0% | +0% | 54.3 |
| 217 |  $PSA | Public Storage | $19,555 | 0.0% | +0% | 73.9 |
| 218 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $19,091 | 0.0% | -17% | — |
| 219 | — | VANGUARD INDEX FDS - SMALL CP ETF | $17,293 | 0.0% | +0% | — |
| 220 |  $BMY | BRISTOL MYERS SQUIBB CO | $17,274 | 0.0% | +0% | 70.1 |
| 221 |  $BC | BRUNSWICK CORP | $16,359 | 0.0% | +0% | 39.4 |
| 222 |  $TSLA | Tesla, Inc. | $15,903 | 0.0% | +0% | 50.1 |
| 223 |  $PFE | PFIZER INC | $15,832 | 0.0% | +0% | 69 |
| 224 |  $CARR | CARRIER GLOBAL Corp | $15,255 | 0.0% | +0% | 61.5 |
| 225 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $14,598 | 0.0% | +0% | — |
| 226 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $13,270 | 0.0% | +0% | — |
| 227 |  $ALPS | Alps Group Inc | $11,448 | 0.0% | +0% | — |
| 228 | — | ISHARES TR - EAFE SML CP ETF | $10,007 | 0.0% | +0% | — |
| 229 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $8,984 | 0.0% | +0% | — |
| 230 |  $OTIS | Otis Worldwide Corp | $8,040 | 0.0% | +0% | 60.3 |
| 231 |  $SNA | Snap-on Inc | $8,039 | 0.0% | +0% | 69.3 |
| 232 |  $WDC | WESTERN DIGITAL CORP | $7,574 | 0.0% | -19% | 76.8 |
| 233 |  $GLD | SPDR GOLD TRUST | $6,410 | 0.0% | NEW | — |
| 234 |  $NVO | NOVO NORDISK A S | $6,235 | 0.0% | +0% | — |
| 235 |  $NVDA | NVIDIA CORP | $5,696 | 0.0% | +0% | 90.2 |
| 236 | — | SPDR SERIES TRUST - ST STR P500GRW | $4,920 | 0.0% | +0% | — |
| 237 |  $SYF | Synchrony Financial | $4,782 | 0.0% | +0% | — |
| 238 |  $RAL | Ralliant Corp | $4,363 | 0.0% | +0% | 36.3 |
| 239 |  $AAL | American Airlines Group Inc. | $4,357 | 0.0% | +0% | 50.6 |
| 240 |  $VSNT | Versant Media Group, Inc. | $4,318 | 0.0% | +0% | — |
| 241 |  $WINA | WINMARK CORP | $3,855 | 0.0% | NEW | 65.9 |
| 242 |  $LULU | lululemon athletica inc. | $3,817 | 0.0% | +0% | 62.9 |
| 243 |  $MBGL | Mobility Global Inc. | $3,661 | 0.0% | NEW | — |
| 244 |  $T | AT&T INC. | $3,529 | 0.0% | +0% | 71.9 |
| 245 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $3,480 | 0.0% | +0% | — |
| 246 |  $CWEN | Clearway Energy, Inc. | $3,367 | 0.0% | +0% | 64.2 |
| 247 |  $LEN | LENNAR CORP /NEW/ | $2,950 | 0.0% | +0% | 49.2 |
| 248 |  $GE | GENERAL ELECTRIC CO | $1,470 | 0.0% | +0% | 74.8 |
| 249 |  $BN | BROOKFIELD Corp /ON/ | $1,312 | 0.0% | +0% | — |
| 250 |  $GEV | GE Vernova Inc. | $1,092 | 0.0% | +0% | 70.1 |
| 251 |  $F | FORD MOTOR CO | $919 | 0.0% | +2% | 58.5 |
| 252 |  $BAM | Brookfield Asset Management Ltd. | $234 | 0.0% | +0% | — |
| 253 |  $GEHC | GE HealthCare Technologies Inc. | $66 | 0.0% | +0% | 58.2 |
| 254 |  $LUMN | Lumen Technologies, Inc. | $48 | 0.0% | +0% | 39.8 |
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