Haverford Trust Co
Institutional InvestorSimilar funds →SEC EDGAR: CIK 842941
Institutional-grade research for retail investors
13F Reported Value
ⓘ$10.9B
Holdings
419
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Haverford Trust Co disclosed 419 positions worth $10.9B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.4% of the equity portfolio, followed by $MSFT and $JPM. During the quarter the fund opened 26 new positions and exited 15 — including a new stake in $MPLX. The portfolio is most concentrated in Other (31.1% of disclosed assets). All figures are sourced directly from Haverford Trust Co’s Form 13F-HR filing with the SEC under CIK 842941.
AI Fund Analysis
Diversifying
$AAPL5.4% weight
Held 6 quarters
$MSFT4.0% weight
Held 6 quarters
$JPM3.7% weight
Held 6 quarters
ISHARES TR
3.7% weight
Held 6 quarters
ISHARES TR
3.1% weight
Held 6 quarters
ISHARES TR
6 quarters accumulating
JANUS DETROIT STR TR
6 quarters accumulating
$LLY6 quarters accumulating
$META6 quarters accumulating
$SYK6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$590.4M2,326,481 sh - 83.7#15
Quality
$435.8M1,177,366 sh - 35.6#2,134
Quality
$399.8M1,359,070 sh ISHARES TR
—Quality
$399.0M610,802 shISHARES TR
—Quality
$341.0M1,777,971 sh- 70.0
Quality
$326.3M1,691,566 sh - 80.2
Quality
$301.6M1,048,729 sh - 67.0
Quality
$289.1M290,156 sh - 70.3
Quality
$288.8M300,307 sh - 81.7
Quality
$277.5M555,296 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $590.4M | 2,326,481 |
| MICROSOFT CORP$MSFT | 83.7#15 | $435.8M | 1,177,366 |
| JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $399.8M | 1,359,070 |
| ISHARES TR | — | $399.0M | 610,802 |
| ISHARES TR | — | $341.0M | 1,777,971 |
 RTX Corp$RTX | 70.0 | $326.3M | 1,691,566 |
 Alphabet Inc.$GOOG | 80.2 | $301.6M | 1,048,729 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $289.1M | 290,156 |
 BlackRock, Inc.$BLK | 70.3 | $288.8M | 300,307 |
 Mastercard Inc$MA | 81.7 | $277.5M | 555,296 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Haverford Trust Co's 419 positions.
Showing top 10 of 419 holdings.
Sector Allocation
Other
$3.4B
Technology
$2.3B
Financials
$1.4B
Industrials
$1.1B
Consumer Discretionary
$904.8M
Healthcare
$707.3M
Consumer Staples
$473.6M
Utilities
$245.7M
Full Holdings — Haverford Trust Co (Q1 2026)
All 419 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. | $590.4M | 5.4% | -2% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $435.8M | 4.0% | +1% | 83.7 |
| 3 | $JPM | JPMORGAN CHASE & CO | $399.8M | 3.7% | -1% | 35.6 |
| 4 | — | ISHARES TR | $399.0M | 3.7% | -16% | — |
| 5 | — | ISHARES TR | $341.0M | 3.1% | +3% | — |
| 6 | $RTX | RTX Corp | $326.3M | 3.0% | -2% | 70 |
| 7 | $GOOG | Alphabet Inc. | $301.6M | 2.8% | +2% | 80.2 |
| 8 | $COST | COSTCO WHOLESALE CORP /NEW | $289.1M | 2.6% | -1% | 67 |
| 9 | $BLK | BlackRock, Inc. | $288.8M | 2.6% | -1% | 70.3 |
| 10 | $MA | Mastercard Inc | $277.5M | 2.5% | -0% | 81.7 |
| 11 | — | ISHARES TR | $268.3M | 2.5% | +4% | — |
| 12 |  $TJX | TJX COMPANIES INC /DE/ | $249.6M | 2.3% | -4% | 70.7 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $249.2M | 2.3% | -2% | 72.8 |
| 14 |  $NVDA | NVIDIA CORP | $213.5M | 2.0% | +16% | 90.2 |
| 15 | — | ISHARES INC | $205.6M | 1.9% | +2% | — |
| 16 |  $HON | HONEYWELL INTERNATIONAL INC | $203.6M | 1.9% | -0% | 65.7 |
| 17 | — | ISHARES TR | $199.5M | 1.8% | -5% | — |
| 18 |  $LOW | LOWES COMPANIES INC | $189.4M | 1.7% | -2% | 63.5 |
| 19 |  $CVX | CHEVRON CORP | $185.6M | 1.7% | +5% | 54.7 |
| 20 |  $PEP | PEPSICO INC | $176.9M | 1.6% | +1% | 62.7 |
| 21 | — | AMERICAN CENTY ETF TR | $173.9M | 1.6% | +4% | — |
| 22 | — | ISHARES TR | $167.6M | 1.5% | -4% | — |
| 23 | — | JANUS DETROIT STR TR | $167.1M | 1.5% | +15% | — |
| 24 | — | AMERICAN CENTY ETF TR | $165.8M | 1.5% | +1% | — |
| 25 |  $NEE | NEXTERA ENERGY INC | $163.7M | 1.5% | +0% | 71.7 |
| 26 | $LLY | ELI LILLY & Co | $154.0M | 1.4% | +4% | 89.3 |
| 27 |  $ACN | Accenture plc | $147.6M | 1.4% | +7% | — |
| 28 |  $SPGI | S&P Global Inc. | $131.0M | 1.2% | -1% | 79.4 |
| 29 |  $ETN | Eaton Corp plc | $127.3M | 1.2% | -0% | — |
| 30 | $META | Meta Platforms, Inc. | $121.1M | 1.1% | +100% | 80.9 |
| 31 |  $AON | Aon plc | $111.7M | 1.0% | -1% | — |
| 32 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $111.5M | 1.0% | -0% | 63.7 |
| 33 | — | ISHARES TR | $101.7M | 0.9% | +5% | — |
| 34 | — | JANUS DETROIT STR TR | $98.7M | 0.9% | +9% | — |
| 35 |  $MCK | MCKESSON CORP | $97.3M | 0.9% | -1% | 63.7 |
| 36 |  $KO | COCA COLA CO | $96.2M | 0.9% | -3% | 74 |
| 37 |  $APD | Air Products & Chemicals, Inc. | $95.3M | 0.9% | -11% | 41.2 |
| 38 |  $MDT | Medtronic plc | $91.4M | 0.8% | +0% | — |
| 39 | — | VANGUARD SPECIALIZED FUNDS | $86.6M | 0.8% | -0% | — |
| 40 | $SYK | STRYKER CORP | $85.8M | 0.8% | +6% | 69.8 |
| 41 |  $AVGO | Broadcom Inc. | $82.3M | 0.8% | +150% | 86.4 |
| 42 |  $ORCL | ORACLE CORP | $81.1M | 0.7% | -56% | 67.2 |
| 43 |  $MCD | MCDONALDS CORP | $78.1M | 0.7% | -1% | 73.9 |
| 44 | — | ISHARES TR | $78.1M | 0.7% | +7% | — |
| 45 | — | VANGUARD INDEX FDS | $78.0M | 0.7% | +1% | — |
| 46 |  $SPY | SPDR S&P 500 ETF TRUST | $75.8M | 0.7% | -2% | — |
| 47 |  $NVT | nVent Electric plc | $75.1M | 0.7% | -2% | — |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $74.9M | 0.7% | -1% | 72.3 |
| 49 | — | VANGUARD INTL EQUITY INDEX F | $74.6M | 0.7% | -5% | — |
| 50 | — | ISHARES TR | $73.3M | 0.7% | +6% | — |
| 51 |  $TXN | TEXAS INSTRUMENTS INC | $57.5M | 0.5% | +19% | 70.4 |
| 52 | — | VANGUARD STAR FDS | $56.7M | 0.5% | +1% | — |
| 53 |  $PM | Philip Morris International Inc. | $54.6M | 0.5% | +13% | 80.5 |
| 54 |  $WM | WASTE MANAGEMENT INC | $53.9M | 0.5% | +25% | 70.7 |
| 55 | — | VANGUARD INTL EQUITY INDEX F | $45.9M | 0.4% | -5% | — |
| 56 |  $ASML | ASML HOLDING NV | $44.3M | 0.4% | -0% | — |
| 57 |  $TEL | TE Connectivity plc | $43.8M | 0.4% | +4% | — |
| 58 |  $LIN | LINDE PLC | $41.7M | 0.4% | +58% | — |
| 59 | — | ISHARES TR | $40.0M | 0.4% | +31% | — |
| 60 | — | VANGUARD INDEX FDS | $36.3M | 0.3% | -8% | — |
| 61 |  $HD | HOME DEPOT, INC. | $34.6M | 0.3% | +1% | 69.2 |
| 62 |  $JCI | Johnson Controls International plc | $34.4M | 0.3% | -1% | — |
| 63 | — | VANGUARD SCOTTSDALE FDS | $34.1M | 0.3% | +10% | — |
| 64 |  $QCOM | QUALCOMM INC/DE | $33.9M | 0.3% | +1% | 81.9 |
| 65 |  $MRK | Merck & Co., Inc. | $33.4M | 0.3% | -1% | 70.9 |
| 66 | — | SELECT SECTOR SPDR TR | $31.3M | 0.3% | -29% | — |
| 67 |  $VZ | VERIZON COMMUNICATIONS INC | $30.7M | 0.3% | -30% | 71.6 |
| 68 |  $GOOGL | Alphabet Inc. | $30.2M | 0.3% | +0% | 80.2 |
| 69 | — | CAPITAL GROUP GROWTH ETF | $29.9M | 0.3% | +2% | — |
| 70 |  $PG | PROCTER & GAMBLE Co | $29.5M | 0.3% | -1% | 72.9 |
| 71 |  $AMT | AMERICAN TOWER CORP /MA/ | $27.5M | 0.3% | +4% | 69.8 |
| 72 |  $BRK.A | BERKSHIRE HATHAWAY INC | $27.3M | 0.3% | +0% | 64.5 |
| 73 |  $ADP | AUTOMATIC DATA PROCESSING INC | $26.5M | 0.2% | -46% | 77.9 |
| 74 | — | VANGUARD SCOTTSDALE FDS | $26.0M | 0.2% | +44% | — |
| 75 |  $MAS | MASCO CORP /DE/ | $25.9M | 0.2% | +2% | 59.9 |
| 76 |  $V | VISA INC. | $25.4M | 0.2% | +4% | 83.5 |
| 77 | — | SCHWAB STRATEGIC TR | $25.1M | 0.2% | +3% | — |
| 78 |  $INTU | INTUIT INC. | $25.0M | 0.2% | +9% | 82 |
| 79 |  $LMT | LOCKHEED MARTIN CORP | $24.5M | 0.2% | -2% | 65 |
| 80 |  $XOM | EXXON MOBIL CORP | $23.6M | 0.2% | +7% | 61.8 |
| 81 | — | ISHARES TR | $20.6M | 0.2% | -4% | — |
| 82 | — | ISHARES TR | $19.3M | 0.2% | +6% | — |
| 83 |  $CME | CME GROUP INC. | $19.3M | 0.2% | -1% | 74.5 |
| 84 |  $BRK.B | BERKSHIRE HATHAWAY INC | $18.7M | 0.2% | -1% | 64.5 |
| 85 | — | ISHARES TR | $18.2M | 0.2% | +10% | — |
| 86 |  $MS | MORGAN STANLEY | $17.9M | 0.2% | +1% | — |
| 87 |  $ABBV | AbbVie Inc. | $17.8M | 0.2% | -1% | 59.3 |
| 88 | — | VANGUARD INDEX FDS | $17.6M | 0.2% | +4% | — |
| 89 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $16.4M | 0.1% | +0% | 75.4 |
| 90 |  $AMZN | AMAZON COM INC | $16.4M | 0.1% | +7% | 74.6 |
| 91 | — | PUTNAM ETF TRUST | $15.6M | 0.1% | +8% | — |
| 92 |  $CRM | Salesforce, Inc. | $15.1M | 0.1% | +29% | 75.2 |
| 93 |  $CTAS | CINTAS CORP | $14.0M | 0.1% | +3232% | 76.3 |
| 94 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $13.3M | 0.1% | -5% | — |
| 95 |  $UPS | UNITED PARCEL SERVICE INC | $12.3M | 0.1% | -37% | 58.2 |
| 96 | — | ISHARES TR | $12.0M | 0.1% | -5% | — |
| 97 |  $UNH | UNITEDHEALTH GROUP INC | $11.8M | 0.1% | -6% | 66.8 |
| 98 |  $PFE | PFIZER INC | $10.9M | 0.1% | +28% | 69 |
| 99 |  $GD | GENERAL DYNAMICS CORP | $10.7M | 0.1% | -1% | 73 |
| 100 |  $UNP | UNION PACIFIC CORP | $10.7M | 0.1% | +6% | 74 |
| 101 |  $AMGN | AMGEN INC | $10.5M | 0.1% | -2% | 79.5 |
| 102 |  $WMT | Walmart Inc. | $10.0M | 0.1% | -3% | 63.2 |
| 103 |  $GPC | GENUINE PARTS CO | $9.7M | 0.1% | -3% | 54.2 |
| 104 | — | VANGUARD WORLD FD | $9.5M | 0.1% | -0% | — |
| 105 |  $ABT | ABBOTT LABORATORIES | $8.9M | 0.1% | -1% | 67 |
| 106 | — | ISHARES TR | $8.5M | 0.1% | -3% | — |
| 107 | — | VANGUARD INDEX FDS | $8.4M | 0.1% | -9% | — |
| 108 |  $ITW | ILLINOIS TOOL WORKS INC | $8.0M | 0.1% | -16% | 71.2 |
| 109 | — | ISHARES TR | $7.0M | 0.1% | +13% | — |
| 110 |  $IVZ | Invesco Ltd. | $6.9M | 0.1% | -1% | — |
| 111 | — | VANGUARD TAX-MANAGED FDS | $6.6M | 0.1% | +2% | — |
| 112 |  $Q | Qnity Electronics, Inc. | $6.4M | 0.1% | -11% | — |
| 113 | — | ISHARES TR | $6.2M | 0.1% | +6% | — |
| 114 | — | VANGUARD INTL EQUITY INDEX F | $5.9M | 0.1% | +4% | — |
| 115 |  $EMR | EMERSON ELECTRIC CO | $5.7M | 0.1% | -2% | 65.9 |
| 116 | — | VANGUARD WELLINGTON FD | $5.6M | 0.1% | +125% | — |
| 117 |  $CTVA | Corteva, Inc. | $5.5M | 0.1% | +0% | 48.4 |
| 118 |  $BDX | BECTON DICKINSON & CO | $5.2M | 0.1% | -6% | 50.7 |
| 119 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.1M | 0.1% | +83% | 66.4 |
| 120 | — | ISHARES TR | $5.1M | 0.1% | -17% | — |
| 121 |  $DD | DuPont de Nemours, Inc. | $4.9M | 0.1% | -15% | 31.1 |
| 122 | — | ISHARES TR | $4.9M | 0.1% | -22% | — |
| 123 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $4.8M | 0.0% | -1% | — |
| 124 |  $SOLS | Solstice Advanced Materials Inc. | $4.5M | 0.0% | -73% | — |
| 125 |  $NVS | NOVARTIS AG | $4.3M | 0.0% | +0% | — |
| 126 | — | ISHARES TR | $4.3M | 0.0% | -13% | — |
| 127 |  $WT | WisdomTree, Inc. | $4.3M | 0.0% | +14% | 62.9 |
| 128 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.3M | 0.0% | +0% | 66.7 |
| 129 | $META | Meta Platforms, Inc. | $4.2M | 0.0% | -1% | 80.9 |
| 130 | — | VANGUARD INTL EQUITY INDEX F | $4.2M | 0.0% | +0% | — |
| 131 |  $CL | COLGATE PALMOLIVE CO | $4.1M | 0.0% | -3% | 72.4 |
| 132 |  $WFC | WELLS FARGO & COMPANY/MN | $4.1M | 0.0% | +5% | — |
| 133 |  $MMM | 3M CO | $4.1M | 0.0% | -2% | 60.7 |
| 134 |  $AXP | AMERICAN EXPRESS CO | $4.0M | 0.0% | -4% | 73.2 |
| 135 |  $MO | ALTRIA GROUP, INC. | $3.9M | 0.0% | +0% | 72.1 |
| 136 |  $GE | GENERAL ELECTRIC CO | $3.9M | 0.0% | +1% | 74.8 |
| 137 | — | ISHARES TR | $3.7M | 0.0% | -3% | — |
| 138 |  $GLD | SPDR GOLD TRUST | $3.7M | 0.0% | +431% | — |
| 139 |  $DIS | Walt Disney Co | $3.6M | 0.0% | -32% | 68.9 |
| 140 |  $NSC | NORFOLK SOUTHERN CORP | $3.6M | 0.0% | -2% | 70.8 |
| 141 |  $SHW | SHERWIN WILLIAMS CO | $3.5M | 0.0% | -0% | 65.3 |
| 142 |  $ET | Energy Transfer LP | $3.5M | 0.0% | +85% | 64.5 |
| 143 | — | ISHARES TR | $3.5M | 0.0% | -16% | — |
| 144 | — | ISHARES TR | $3.4M | 0.0% | +0% | — |
| 145 |  $GEV | GE Vernova Inc. | $3.4M | 0.0% | +4% | 70.1 |
| 146 |  $PWR | QUANTA SERVICES, INC. | $3.4M | 0.0% | -3% | 62.6 |
| 147 | — | VANGUARD WORLD FD | $3.3M | 0.0% | +1% | — |
| 148 |  $CAT | CATERPILLAR INC | $3.3M | 0.0% | -2% | 67.8 |
| 149 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.3M | 0.0% | +14% | 70.9 |
| 150 | — | J P MORGAN EXCHANGE TRADED F | $3.1M | 0.0% | -7% | — |
| 151 | — | VANGUARD WHITEHALL FDS | $3.1M | 0.0% | -15% | — |
| 152 | — | ISHARES TR | $3.0M | 0.0% | +0% | — |
| 153 |  $CB | Chubb Ltd | $3.0M | 0.0% | +1% | — |
| 154 |  $GS | GOLDMAN SACHS GROUP INC | $3.0M | 0.0% | +0% | — |
| 155 | — | SELECT SECTOR SPDR TR | $3.0M | 0.0% | -5% | — |
| 156 | — | ISHARES TR | $2.9M | 0.0% | +0% | — |
| 157 | — | ISHARES TR | $2.8M | 0.0% | +1% | — |
| 158 | — | VANGUARD INDEX FDS | $2.8M | 0.0% | -6% | — |
| 159 | — | VANGUARD WORLD FD | $2.8M | 0.0% | -6% | — |
| 160 | — | ISHARES TR | $2.8M | 0.0% | -1% | — |
| 161 | — | ISHARES TR | $2.8M | 0.0% | -5% | — |
| 162 |  $GSK | GSK plc | $2.7M | 0.0% | -2% | — |
| 163 |  $COP | CONOCOPHILLIPS | $2.6M | 0.0% | +1% | 74.8 |
| 164 |  $DOW | DOW INC. | $2.5M | 0.0% | -2% | 38 |
| 165 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.5M | 0.0% | -8% | 70.1 |
| 166 | — | ISHARES TR | $2.5M | 0.0% | -0% | — |
| 167 |  $DHR | DANAHER CORP /DE/ | $2.4M | 0.0% | -7% | 63.9 |
| 168 |  $PSX | Phillips 66 | $2.4M | 0.0% | -6% | 47.6 |
| 169 |  $DE | DEERE & CO | $2.3M | 0.0% | -3% | 57.4 |
| 170 |  $UL | UNILEVER PLC | $2.3M | 0.0% | -4% | — |
| 171 | — | VANGUARD INDEX FDS | $2.3M | 0.0% | +101% | — |
| 172 |  $USB | US BANCORP DE | $2.2M | 0.0% | -0% | 71.4 |
| 173 |  $MPLX | MPLX LP | $2.1M | 0.0% | NEW | 76.5 |
| 174 |  $LRCX | LAM RESEARCH CORP | $2.1M | 0.0% | +41% | 82.4 |
| 175 |  $C | CITIGROUP INC | $2.0M | 0.0% | +35% | 54.8 |
| 176 |  $T | AT&T INC. | $2.0M | 0.0% | +34% | 71.9 |
| 177 |  $CVS | CVS HEALTH Corp | $2.0M | 0.0% | -43% | 51.3 |
| 178 |  $ALPS | Alps Group Inc | $1.9M | 0.0% | +0% | — |
| 179 | — | ISHARES TR | $1.9M | 0.0% | +0% | — |
| 180 | — | VANGUARD BD INDEX FDS | $1.9M | 0.0% | -42% | — |
| 181 | — | ISHARES TR | $1.9M | 0.0% | -1% | — |
| 182 |  $NFLX | NETFLIX INC | $1.8M | 0.0% | +17% | 86.7 |
| 183 | — | VANGUARD WORLD FD | $1.8M | 0.0% | +0% | — |
| 184 | — | SPDR SERIES TRUST | $1.8M | 0.0% | -2% | — |
| 185 | — | ISHARES TR | $1.8M | 0.0% | +0% | — |
| 186 |  $ZTS | Zoetis Inc. | $1.8M | 0.0% | -19% | 72.6 |
| 187 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.8M | 0.0% | +54% | 68.4 |
| 188 | — | ISHARES TR | $1.8M | 0.0% | -4% | — |
| 189 |  $KLAC | KLA CORP | $1.8M | 0.0% | +4% | 84.4 |
| 190 | — | SELECT SECTOR SPDR TR | $1.7M | 0.0% | +0% | — |
| 191 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.7M | 0.0% | -7% | — |
| 192 | — | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.0% | +0% | — |
| 193 | — | ISHARES TR | $1.6M | 0.0% | -16% | — |
| 194 | — | ISHARES TR | $1.6M | 0.0% | +19% | — |
| 195 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.6M | 0.0% | +2% | 71 |
| 196 | — | ISHARES TR | $1.6M | 0.0% | +0% | — |
| 197 |  $FITB | FIFTH THIRD BANCORP | $1.6M | 0.0% | +6% | — |
| 198 |  $NKE | NIKE, Inc. | $1.5M | 0.0% | -3% | 53.4 |
| 199 |  $FAST | FASTENAL CO | $1.5M | 0.0% | +0% | 73.5 |
| 200 |  $DUK | Duke Energy CORP | $1.5M | 0.0% | +15% | 64 |
| 201 |  $TRV | TRAVELERS COMPANIES, INC. | $1.5M | 0.0% | -1% | 71.5 |
| 202 | — | ISHARES TR | $1.5M | 0.0% | +285% | — |
| 203 |  $MDLZ | Mondelez International, Inc. | $1.5M | 0.0% | +0% | 53.9 |
| 204 | — | SCHWAB STRATEGIC TR | $1.4M | 0.0% | +2% | — |
| 205 |  $HSY | HERSHEY CO | $1.4M | 0.0% | -2% | 59.4 |
| 206 |  $TDG | TransDigm Group INC | $1.4M | 0.0% | +5% | 75.4 |
| 207 | — | VANGUARD INDEX FDS | $1.4M | 0.0% | -24% | — |
| 208 |  $TGT | TARGET CORP | $1.3M | 0.0% | -16% | 53.1 |
| 209 |  $KMB | KIMBERLY CLARK CORP | $1.3M | 0.0% | -32% | 61.7 |
| 210 | — | ISHARES TR | $1.3M | 0.0% | -5% | — |
| 211 | — | SPDR SERIES TRUST | $1.3M | 0.0% | -9% | — |
| 212 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.3M | 0.0% | +5% | 60.5 |
| 213 |  $WAT | WATERS CORP /DE/ | $1.3M | 0.0% | NEW | 69.9 |
| 214 | — | SCHWAB STRATEGIC TR | $1.2M | 0.0% | -1% | — |
| 215 | — | SELECT SECTOR SPDR TR | $1.2M | 0.0% | +3% | — |
| 216 |  $SO | SOUTHERN CO | $1.2M | 0.0% | +13% | 65.1 |
| 217 |  $CEG | Constellation Energy Corp | $1.2M | 0.0% | +18% | 62.5 |
| 218 |  $VST | Vistra Corp. | $1.2M | 0.0% | NEW | 62.9 |
| 219 | — | ISHARES TR | $1.1M | 0.0% | -32% | — |
| 220 | — | ISHARES TR | $1.1M | 0.0% | +86% | — |
| 221 |  $PSA | Public Storage | $1.1M | 0.0% | +0% | 73.9 |
| 222 |  $PGR | PROGRESSIVE CORP/OH/ | $1.1M | 0.0% | +0% | 83.6 |
| 223 | — | ISHARES TR | $1.1M | 0.0% | -2% | — |
| 224 |  $MTB | M&T BANK CORP | $1.0M | 0.0% | +25% | 64.1 |
| 225 | — | ISHARES TR | $1.0M | 0.0% | -2% | — |
| 226 |  $AMAT | APPLIED MATERIALS INC /DE | $1.0M | 0.0% | -0% | 74.8 |
| 227 |  $TSLA | Tesla, Inc. | $1.0M | 0.0% | -6% | 50.1 |
| 228 | — | 2023 ETF SERIES TRUST | $1.0M | 0.0% | +0% | — |
| 229 |  $DOV | DOVER Corp | $1.0M | 0.0% | +0% | 63.1 |
| 230 |  $CINF | CINCINNATI FINANCIAL CORP | $999,487 | 0.0% | +0% | 77 |
| 231 |  $LNG | Cheniere Energy, Inc. | $980,107 | 0.0% | NEW | 48.4 |
| 232 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $964,202 | 0.0% | -11% | 65.9 |
| 233 |  $CMI | CUMMINS INC | $957,676 | 0.0% | +4% | 58.9 |
| 234 | — | ISHARES TR | $953,731 | 0.0% | +24% | — |
| 235 |  $D | DOMINION ENERGY, INC | $953,450 | 0.0% | +0% | 74.9 |
| 236 |  $SHEL | Shell plc | $946,554 | 0.0% | -10% | — |
| 237 | — | ISHARES INC | $943,291 | 0.0% | +0% | — |
| 238 | — | ISHARES TR | $931,067 | 0.0% | -2% | — |
| 239 |  $INTC | INTEL CORP | $913,579 | 0.0% | +34% | 41.5 |
| 240 | — | ISHARES TR | $888,232 | 0.0% | +0% | — |
| 241 |  $PPL | PPL Corp | $858,316 | 0.0% | +63% | 70.3 |
| 242 | — | ISHARES TR | $828,444 | 0.0% | +0% | — |
| 243 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $820,590 | 0.0% | +2% | 74.6 |
| 244 | — | ISHARES TR | $815,546 | 0.0% | +0% | — |
| 245 | — | ISHARES TR | $811,220 | 0.0% | +0% | — |
| 246 |  $SAP | SAP SE | $807,940 | 0.0% | +0% | — |
| 247 |  $LYB | LyondellBasell Industries N.V. | $801,411 | 0.0% | -17% | — |
| 248 | — | ETF SER SOLUTIONS | $800,668 | 0.0% | NEW | — |
| 249 | — | TIDAL TRUST III | $800,096 | 0.0% | +0% | — |
| 250 |  $WTRG | Essential Utilities, Inc. | $785,829 | 0.0% | -12% | 70.9 |
| 251 |  $NOW | ServiceNow, Inc. | $784,648 | 0.0% | -3% | 76 |
| 252 |  $MKC | MCCORMICK & CO INC | $778,995 | 0.0% | -32% | 73.7 |
| 253 | — | VANGUARD WORLD FD | $770,409 | 0.0% | +0% | — |
| 254 |  $AZN | ASTRAZENECA PLC | $758,059 | 0.0% | -50% | — |
| 255 |  $GWW | W.W. GRAINGER, INC. | $753,750 | 0.0% | +1% | 69.5 |
| 256 |  $BX | Blackstone Inc. | $753,414 | 0.0% | -19% | 68 |
| 257 |  $SYY | SYSCO CORP | $749,892 | 0.0% | -6% | 58.4 |
| 258 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $744,504 | 0.0% | +10% | — |
| 259 |  $MU | MICRON TECHNOLOGY INC | $742,910 | 0.0% | +30% | 88.4 |
| 260 | — | SCHWAB STRATEGIC TR | $739,085 | 0.0% | +62% | — |
| 261 |  $GLW | CORNING INC /NY | $709,220 | 0.0% | +60% | 72.7 |
| 262 | $WT | WisdomTree, Inc. | $696,953 | 0.0% | +0% | 62.9 |
| 263 |  $ENB | ENBRIDGE INC | $693,804 | 0.0% | +8% | — |
| 264 |  $PPG | PPG INDUSTRIES INC | $692,048 | 0.0% | +8% | 57.1 |
| 265 |  $WEC | WEC ENERGY GROUP, INC. | $676,328 | 0.0% | +27% | 67 |
| 266 |  $AFL | AFLAC INC | $675,046 | 0.0% | -8% | 60.3 |
| 267 |  $GL | GLOBE LIFE INC. | $671,217 | 0.0% | +0% | 66.6 |
| 268 |  $ADI | ANALOG DEVICES INC | $668,412 | 0.0% | +10% | 76.2 |
| 269 | $GS | GOLDMAN SACHS GROUP INC | $663,963 | 0.0% | -8% | — |
| 270 |  $PH | Parker-Hannifin Corp | $638,306 | 0.0% | +3% | 73.8 |
| 271 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $629,899 | 0.0% | -1% | 66.5 |
| 272 |  $CI | Cigna Group | $620,994 | 0.0% | -1% | 66.8 |
| 273 |  $CCZ | COMCAST CORP | $617,322 | 0.0% | -55% | 70.4 |
| 274 |  $NEM | NEWMONT Corp /DE/ | $607,499 | 0.0% | +17% | 88.3 |
| 275 |  $RPM | RPM INTERNATIONAL INC/DE/ | $599,780 | 0.0% | +0% | 57.3 |
| 276 |  $ADBE | ADOBE INC. | $593,115 | 0.0% | -21% | 80.4 |
| 277 | — | ISHARES TR | $590,455 | 0.0% | +0% | — |
| 278 |  $CC | Chemours Co | $589,258 | 0.0% | +0% | 36.5 |
| 279 | — | ISHARES TR | $589,246 | 0.0% | -7% | — |
| 280 | — | ISHARES TR | $589,052 | 0.0% | +0% | — |
| 281 | — | ISHARES TR | $584,774 | 0.0% | +0% | — |
| 282 |  $SBUX | STARBUCKS CORP | $583,500 | 0.0% | -66% | 54.6 |
| 283 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $583,014 | 0.0% | -2% | — |
| 284 | — | SCHWAB STRATEGIC TR | $581,893 | 0.0% | -3% | — |
| 285 |  $HEI.A | HEICO CORP | $579,442 | 0.0% | -18% | 79.2 |
| 286 |  $BKNG | Booking Holdings Inc. | $576,814 | 0.0% | -13% | 55.3 |
| 287 | — | ISHARES TR | $568,205 | 0.0% | +0% | — |
| 288 |  $AME | AMETEK INC/ | $561,623 | 0.0% | +0% | 74.2 |
| 289 | — | ISHARES TR | $550,721 | 0.0% | +0% | — |
| 290 |  $GILD | GILEAD SCIENCES, INC. | $549,675 | 0.0% | NEW | 77.8 |
| 291 |  $SLV | iShares Silver Trust | $543,825 | 0.0% | +9% | — |
| 292 |  $MCO | MOODYS CORP /DE/ | $541,823 | 0.0% | -3% | 81.3 |
| 293 |  $AJG | Arthur J. Gallagher & Co. | $530,838 | 0.0% | -15% | 72.1 |
| 294 | — | ISHARES TR | $518,952 | 0.0% | +0% | — |
| 295 | — | SPDR SERIES TRUST | $507,565 | 0.0% | +9% | — |
| 296 | — | SCHWAB STRATEGIC TR | $504,480 | 0.0% | -8% | — |
| 297 |  $EXC | EXELON CORP | $500,690 | 0.0% | +0% | 63.9 |
| 298 | — | ISHARES TR | $500,685 | 0.0% | +0% | — |
| 299 |  $MCHP | MICROCHIP TECHNOLOGY INC | $497,045 | 0.0% | +1% | 40 |
| 300 | — | SPDR SERIES TRUST | $496,378 | 0.0% | +98% | — |
| 301 |  $HLT | Hilton Worldwide Holdings Inc. | $495,346 | 0.0% | +17% | 73.1 |
| 302 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $491,452 | 0.0% | +0% | 71.2 |
| 303 |  $SEIC | SEI INVESTMENTS CO | $490,438 | 0.0% | -5% | 77.9 |
| 304 | — | VANGUARD WORLD FD | $488,918 | 0.0% | +0% | — |
| 305 |  $URI | UNITED RENTALS, INC. | $477,207 | 0.0% | +0% | 70.7 |
| 306 | — | ISHARES TR | $473,275 | 0.0% | -3% | — |
| 307 | — | ISHARES TR | $471,525 | 0.0% | +0% | — |
| 308 | — | VANGUARD WORLD FD | $471,518 | 0.0% | +0% | — |
| 309 | — | ISHARES TR | $469,965 | 0.0% | -0% | — |
| 310 |  $OKE | ONEOK INC /NEW/ | $469,666 | 0.0% | -8% | 72 |
| 311 |  $HR | Healthcare Realty Trust Inc | $468,601 | 0.0% | NEW | 44.9 |
| 312 |  $DTB | DTE ENERGY CO | $460,593 | 0.0% | NEW | — |
| 313 |  $APH | AMPHENOL CORP /DE/ | $459,030 | 0.0% | +44% | 80.5 |
| 314 |  $WSFS | WSFS FINANCIAL CORP | $458,220 | 0.0% | +0% | — |
| 315 | — | ISHARES TR | $456,774 | 0.0% | +0% | — |
| 316 |  $__PARK_1390777 | Bank of New York Mellon Corp | $455,421 | 0.0% | +22% | 36.7 |
| 317 |  $SCHW | SCHWAB CHARLES CORP | $453,454 | 0.0% | +106% | 77.2 |
| 318 | — | VANGUARD ADMIRAL FDS INC | $452,944 | 0.0% | +0% | — |
| 319 |  $ICE | Intercontinental Exchange, Inc. | $446,832 | 0.0% | +59% | 73.8 |
| 320 |  $FDX | FEDEX CORP | $445,581 | 0.0% | +38% | 60.3 |
| 321 |  $VLO | VALERO ENERGY CORP/TX | $442,520 | 0.0% | +17% | 51.4 |
| 322 | $GS | GOLDMAN SACHS GROUP INC | $432,389 | 0.0% | +0% | — |
| 323 |  $ORLY | O REILLY AUTOMOTIVE INC | $429,888 | 0.0% | +12% | 72.7 |
| 324 |  $HUBB | HUBBELL INC | $427,435 | 0.0% | -1% | 68.7 |
| 325 | — | SELECT SECTOR SPDR TR | $421,954 | 0.0% | +0% | — |
| 326 | — | ISHARES TR | $421,878 | 0.0% | +0% | — |
| 327 |  $AWK | American Water Works Company, Inc. | $421,062 | 0.0% | -44% | 61.7 |
| 328 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $413,589 | 0.0% | +0% | 60.7 |
| 329 | — | VANGUARD WORLD FD | $408,495 | 0.0% | +0% | — |
| 330 |  $TT | Trane Technologies plc | $407,572 | 0.0% | +16% | — |
| 331 | — | ISHARES TR | $407,106 | 0.0% | -37% | — |
| 332 | — | VANGUARD INDEX FDS | $401,723 | 0.0% | +17% | — |
| 333 | — | ISHARES TR | $399,630 | 0.0% | +0% | — |
| 334 |  $KR | KROGER CO | $392,553 | 0.0% | +0% | 51.1 |
| 335 |  $FISV | FISERV INC | $389,596 | 0.0% | -5% | 67.4 |
| 336 |  $BN | BROOKFIELD Corp /ON/ | $389,362 | 0.0% | +17% | — |
| 337 |  $KKR | KKR & Co. Inc. | $386,835 | 0.0% | +9% | 49.8 |
| 338 |  $AMD | ADVANCED MICRO DEVICES INC | $385,500 | 0.0% | -12% | 78.8 |
| 339 |  $CNP | CENTERPOINT ENERGY INC | $385,160 | 0.0% | NEW | 55.9 |
| 340 | — | VANGUARD WORLD FD | $380,300 | 0.0% | +0% | — |
| 341 |  $STZ | CONSTELLATION BRANDS, INC. | $374,400 | 0.0% | -0% | 65 |
| 342 |  $CCK | CROWN HOLDINGS, INC. | $371,727 | 0.0% | NEW | 61.9 |
| 343 |  $IAU | ISHARES GOLD TRUST | $368,597 | 0.0% | +16% | — |
| 344 |  $CRH | CRH PUBLIC LTD CO | $365,502 | 0.0% | NEW | — |
| 345 |  $APO | Apollo Global Management, Inc. | $355,653 | 0.0% | NEW | 55.7 |
| 346 |  $BA | BOEING CO | $353,875 | 0.0% | +18% | 51.8 |
| 347 |  $CARR | CARRIER GLOBAL Corp | $350,530 | 0.0% | -8% | 61.5 |
| 348 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $349,798 | 0.0% | +0% | 39.2 |
| 349 | — | ISHARES TR | $349,138 | 0.0% | +0% | — |
| 350 | — | SELECT SECTOR SPDR TR | $342,064 | 0.0% | +0% | — |
| 351 |  $AVY | Avery Dennison Corp | $335,517 | 0.0% | NEW | 62.9 |
| 352 | $IVZ | Invesco Ltd. | $329,668 | 0.0% | -17% | — |
| 353 |  $ELV | Elevance Health, Inc. | $324,074 | 0.0% | -0% | 59.4 |
| 354 | — | SELECT SECTOR SPDR TR | $321,709 | 0.0% | +0% | — |
| 355 |  $CLX | CLOROX CO /DE/ | $317,315 | 0.0% | -0% | 63.5 |
| 356 |  $FTNT | Fortinet, Inc. | $316,910 | 0.0% | -4% | 78.1 |
| 357 |  $ISRG | INTUITIVE SURGICAL INC | $314,856 | 0.0% | +2% | 81.4 |
| 358 |  $ECL | ECOLAB INC. | $313,638 | 0.0% | -23% | 64.3 |
| 359 |  $NTRS | NORTHERN TRUST CORP | $313,474 | 0.0% | +0% | 71.8 |
| 360 |  $EOG | EOG RESOURCES INC | $309,091 | 0.0% | -11% | 71.1 |
| 361 | — | ISHARES TR | $308,225 | 0.0% | +0% | — |
| 362 |  $TFC | TRUIST FINANCIAL CORP | $307,493 | 0.0% | -33% | — |
| 363 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $304,223 | 0.0% | -5% | 65.3 |
| 364 |  $MFC | MANULIFE FINANCIAL CORP | $299,731 | 0.0% | +0% | — |
| 365 |  $MPC | Marathon Petroleum Corp | $299,365 | 0.0% | NEW | 50.7 |
| 366 | $IVZ | Invesco Ltd. | $297,660 | 0.0% | +0% | — |
| 367 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $296,056 | 0.0% | -10% | 76.6 |
| 368 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $296,001 | 0.0% | +0% | — |
| 369 |  $ED | CONSOLIDATED EDISON INC | $295,400 | 0.0% | -22% | 71.6 |
| 370 |  $ADSK | Autodesk, Inc. | $292,307 | 0.0% | -0% | 76.4 |
| 371 | — | J P MORGAN EXCHANGE TRADED F | $291,008 | 0.0% | -34% | — |
| 372 |  $SOLV | Solventum Corp | $284,512 | 0.0% | -2% | 55.7 |
| 373 | — | DIMENSIONAL ETF TRUST | $281,308 | 0.0% | +0% | — |
| 374 |  $COR | Cencora, Inc. | $281,155 | 0.0% | NEW | 59.6 |
| 375 |  $CBRE | CBRE GROUP, INC. | $280,944 | 0.0% | -8% | 62.9 |
| 376 |  $CSX | CSX CORP | $279,715 | 0.0% | +11% | 66.4 |
| 377 | — | VANGUARD INTL EQUITY INDEX F | $278,771 | 0.0% | NEW | — |
| 378 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $277,959 | 0.0% | NEW | 57.8 |
| 379 | — | ISHARES U S ETF TR | $275,304 | 0.0% | +0% | — |
| 380 | — | VANGUARD INDEX FDS | $273,302 | 0.0% | +17% | — |
| 381 |  $CPRT | COPART INC | $271,078 | 0.0% | -22% | 74.9 |
| 382 | — | SCHWAB STRATEGIC TR | $267,835 | 0.0% | NEW | — |
| 383 |  $GRMN | GARMIN LTD | $261,707 | 0.0% | +0% | — |
| 384 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $260,642 | 0.0% | -1% | 74.4 |
| 385 |  $GIS | GENERAL MILLS INC | $257,079 | 0.0% | -6% | 64.1 |
| 386 |  $UGI | UGI CORP /PA/ | $255,304 | 0.0% | +0% | 70.3 |
| 387 |  $CWEN | Clearway Energy, Inc. | $253,224 | 0.0% | NEW | 64.2 |
| 388 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $252,543 | 0.0% | +21% | 71.5 |
| 389 |  $PLD | Prologis, Inc. | $248,631 | 0.0% | +11% | 67.5 |
| 390 |  $PAYX | PAYCHEX INC | $248,448 | 0.0% | -24% | 75.1 |
| 391 |  $EQR | EQUITY RESIDENTIAL | $246,715 | 0.0% | -0% | — |
| 392 | — | VANGUARD INDEX FDS | $246,497 | 0.0% | +2% | — |
| 393 |  $HLN | Haleon plc | $244,785 | 0.0% | +0% | — |
| 394 | $IVZ | Invesco Ltd. | $243,232 | 0.0% | NEW | — |
| 395 | — | ISHARES TR | $242,307 | 0.0% | NEW | — |
| 396 | — | ISHARES TR | $241,970 | 0.0% | +0% | — |
| 397 |  $MEDP | Medpace Holdings, Inc. | $236,734 | 0.0% | NEW | 77.4 |
| 398 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $234,883 | 0.0% | -2% | 75.1 |
| 399 |  $DRI | DARDEN RESTAURANTS INC | $230,347 | 0.0% | +0% | 68.6 |
| 400 |  $SPOT | Spotify Technology S.A. | $226,938 | 0.0% | NEW | — |
| 401 |  $LAD | LITHIA MOTORS INC | $222,750 | 0.0% | +0% | 59.1 |
| 402 |  $SPG | SIMON PROPERTY GROUP INC. | $218,427 | 0.0% | +0% | 76.9 |
| 403 |  $KVUE | Kenvue Inc. | $217,414 | 0.0% | NEW | 60.2 |
| 404 | — | STATE STR SPDR DOW JONES IND | $214,920 | 0.0% | +0% | — |
| 405 |  $ROP | ROPER TECHNOLOGIES INC | $214,793 | 0.0% | -37% | 72.2 |
| 406 | — | INVESCO EXCHANGE TRADED FD T | $213,053 | 0.0% | +0% | — |
| 407 | — | ISHARES TR | $212,717 | 0.0% | -28% | — |
| 408 |  $VMC | Vulcan Materials CO | $212,122 | 0.0% | NEW | 66.6 |
| 409 |  $KEY | KEYCORP /NEW/ | $211,808 | 0.0% | +0% | 70.4 |
| 410 |  $YUM | YUM BRANDS INC | $211,453 | 0.0% | +0% | 71.7 |
| 411 |  $IDCC | InterDigital, Inc. | $211,400 | 0.0% | +0% | 76.2 |
| 412 | — | ISHARES TR | $209,523 | 0.0% | +0% | — |
| 413 |  $ALL | ALLSTATE CORP | $204,437 | 0.0% | -20% | 76.6 |
| 414 | — | DIMENSIONAL ETF TRUST | $202,127 | 0.0% | NEW | — |
| 415 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $198,920 | 0.0% | +0% | — |
| 416 | — | NUVEEN PA INVT QUALITY MUN F | $176,146 | 0.0% | +0% | — |
| 417 |  $ROST | ROSS STORES, INC. | $149,691 | 0.0% | +3% | 71.5 |
| 418 | $IVZ | Invesco Ltd. | $112,858 | 0.0% | NEW | — |
| 419 |  $FSCO | FS Credit Opportunities Corp. | $86,124 | 0.0% | NEW | — |
New Positions (26)
$MPLX MPLX LP$2.1M$WAT WATERS CORP /DE/$1.3M$VST Vistra Corp.$1.2M$LNG Cheniere Energy, Inc.$980,107 ETF SER SOLUTIONS$800,668
$GILD GILEAD SCIENCES, INC.$549,675$HR Healthcare Realty Trust Inc$468,601$DTB DTE ENERGY CO$460,593$CNP CENTERPOINT ENERGY INC$385,160$CCK CROWN HOLDINGS, INC.$371,727$CRH CRH PUBLIC LTD CO$365,502$APO Apollo Global Management, Inc.$355,653$AVY Avery Dennison Corp$335,517$MPC Marathon Petroleum Corp$299,365$COR Cencora, Inc.$281,155Exited Positions (15)
SPDR INDEX SHS FDS - GLB NAT RESRCE
PIMCO ETF TR - ENHAN SHRT MA AC
$ANIP ANI PHARMACEUTICALS INC
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$STX Seagate Technology Holdings plc
$AZO AUTOZONE INC
$RKLB Rocket Lab Corp
$WSO WATSCO INC
$IDXX IDEXX LABORATORIES INC /DE
$PUK PRUDENTIAL PLC
$NDAQ NASDAQ, INC.
$TTD Trade Desk, Inc.
$BSX BOSTON SCIENTIFIC CORP
$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP
$CRWD CrowdStrike Holdings, Inc.Browse Top Institutional Investors
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