Chesley Taft & Associates LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Chesley Taft & Associates LLC held in its portfolio 368 assets valued at $2,534,049,013 (i.e. $2.53B).
The most valuable assets in the portfolio included: ALPHABET INC ($135.90M), MICROSOFT CORP ($116.75M), and NVIDIA CORPORATION ($89.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 368 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Chesley Taft & Associates LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 433062 | 135894879 | CAP STK CL C |
| MICROSOFT CORP | 241411 | 116750958 | COM |
| NVIDIA CORPORATION | 480297 | 89575397 | COM |
| BROADCOM INC | 257266 | 89039793 | COM |
| APPLE INC | 286935 | 78006271 | COM |
| AMAZON COM INC | 315372 | 72794165 | COM |
| COSTCO WHSL CORP NEW | 68667 | 59214301 | COM |
| JPMORGAN CHASE & CO. | 176208 | 56777742 | COM |
| STRYKER CORPORATION | 141083 | 49586442 | COM |
| VISA INC | 132858 | 46594629 | COM CL A |
| SPDR GOLD TR | 116082 | 46004458 | GOLD SHS |
| JOHNSON & JOHNSON | 212903 | 44060276 | COM |
| ISHARES TR | 365335 | 43905921 | CORE S&P SCP ETF |
| SPDR S&P 500 ETF TR | 62656 | 42726515 | TR UNIT |
| ISHARES TR | 503602 | 42624874 | CORE MSCI TOTAL |
| ISHARES TR | 608201 | 40141250 | CORE S&P MCP ETF |
| PALO ALTO NETWORKS INC | 191466 | 35268037 | COM |
| ORACLE CORP | 180617 | 35203998 | COM |
| ALPHABET INC | 109436 | 34253468 | CAP STK CL A |
| CHUBB LIMITED | 102427 | 31969515 | COM |
| AMERICAN EXPRESS CO | 84354 | 31206758 | COM |
| ABBOTT LABS | 241771 | 30291480 | COM |
| MASTERCARD INCORPORATED | 52426 | 29928955 | CL A |
| AMPHENOL CORP NEW | 206278 | 27876409 | CL A |
| ACCENTURE PLC IRELAND | 96864 | 25988611 | SHS CLASS A |
| META PLATFORMS INC | 39177 | 25860346 | CL A |
| PEPSICO INC | 175588 | 25200389 | COM |
| THERMO FISHER SCIENTIFIC INC | 42442 | 24593017 | COM |
| ELI LILLY & CO | 22441 | 24116893 | COM |
| RTX CORPORATION | 122734 | 22509416 | COM |
| AUTOZONE INC | 6476 | 21963355 | COM |
| HOME DEPOT INC | 63697 | 21918138 | COM |
| WELLS FARGO CO NEW | 223514 | 20831505 | COM |
| VANGUARD TAX-MANAGED FDS | 331150 | 20686941 | VAN FTSE DEV MKT |
| ISHARES TR | 29762 | 20385184 | CORE S&P500 ETF |
| UBER TECHNOLOGIES INC | 249230 | 20364583 | COM |
| WASTE MGMT INC DEL | 92095 | 20234193 | COM |
| HONEYWELL INTL INC | 99645 | 19439743 | COM |
| COCA COLA CO | 275989 | 19294374 | COM |
| ILLINOIS TOOL WKS INC | 78259 | 19275192 | COM |
| VANGUARD INTL EQUITY INDEX F | 261925 | 19267203 | ALLWRLD EX US |
| CAPITAL ONE FINL CORP | 78076 | 18922500 | COM |
| CITIGROUP INC | 147373 | 17196955 | COM NEW |
| DISNEY WALT CO | 149714 | 17032967 | COM |
| EXXON MOBIL CORP | 135621 | 16320635 | COM |
| ISHARES TR | 141803 | 15188520 | NATIONAL MUN ETF |
| ASTRAZENECA PLC | 152750 | 14042308 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 254352 | 13930873 | STATE STREET FIN |
| BLACKSTONE INC | 90275 | 13914989 | COM |
| ISHARES TR | 135818 | 13042603 | MSCI EAFE ETF |
| J P MORGAN EXCHANGE TRADED F | 253182 | 12785691 | MUNICIPAL ETF |
| INTERCONTINENTAL EXCHANGE IN | 77472 | 12547365 | COM |
| NEXTERA ENERGY INC | 144435 | 11595242 | COM |
| UNION PAC CORP | 48018 | 11107524 | COM |
| WILLIS TOWERS WATSON PLC LTD | 32461 | 10666685 | SHS |
| ECOLAB INC | 39951 | 10487936 | COM |
| SALESFORCE INC | 38988 | 10328423 | COM |
| J P MORGAN EXCHANGE TRADED F | 201640 | 10271542 | ULTRA SHT MUNCPL |
| VANGUARD INDEX FDS | 38368 | 9897025 | SMALL CP ETF |
| NETFLIX INC | 105150 | 9858864 | COM |
| VANGUARD INDEX FDS | 28596 | 9587381 | TOTAL STK MKT |
| UNITEDHEALTH GROUP INC | 28746 | 9489342 | COM |
| ADOBE INC | 26559 | 9295384 | COM |
| ISHARES TR | 182185 | 9265929 | FLTG RATE NT ETF |
| VANGUARD INDEX FDS | 31191 | 9052252 | MID CAP ETF |
| MCDONALDS CORP | 28896 | 8831485 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 14568 | 8788583 | UTSER1 S&PDCRP |
| DANAHER CORPORATION | 36788 | 8421509 | COM |
| CHURCH & DWIGHT CO INC | 98894 | 8292262 | COM |
| ISHARES TR | 79983 | 7988702 | CORE US AGGBD ET |
| CANADIAN IMPERIAL BANK OF CO | 85076 | 7708737 | COM |
| VANGUARD MUN BD FDS | 150812 | 7584335 | TAX EXEMPT BD |
| CBOE GLOBAL MKTS INC | 29660 | 7444660 | COM |
| ISHARES TR | 69057 | 7368382 | SHRT NAT MUN ETF |
| CHEVRON CORP NEW | 46269 | 7051858 | COM |
| WW GRAINGER INC | 6951 | 7013907 | COM |
| AMGEN INC | 20162 | 6599225 | COM |
| PROCTER AND GAMBLE CO | 45769 | 6559166 | COM |
| ISHARES SILVER TR | 101350 | 6528967 | ISHARES |
| BECTON DICKINSON & CO | 33397 | 6481356 | COM |
| S&P GLOBAL INC | 12319 | 6437787 | COM |
| TJX COS INC NEW | 41835 | 6426275 | COM |
| MERCK & CO INC | 60485 | 6366651 | COM |
| TRACTOR SUPPLY CO | 114910 | 5746649 | COM |
| TRUIST FINL CORP | 115638 | 5690546 | COM |
| STARBUCKS CORP | 65084 | 5480723 | COM |
| T-MOBILE US INC | 26609 | 5402692 | COM |
| AIR PRODS & CHEMS INC | 21351 | 5274125 | COM |
| VANGUARD INDEX FDS | 27522 | 5256427 | VALUE ETF |
| ABBVIE INC | 22751 | 5198376 | COM |
| PFIZER INC | 208557 | 5193081 | COM |
| BLACKROCK INC | 4543 | 4862555 | COM |
| LINDE PLC | 11285 | 4811811 | SHS |
| FIDELITY MERRIMACK STR TR | 104290 | 4801512 | TOTAL BD ETF |
| INTERNATIONAL BUSINESS MACHS | 16067 | 4759206 | COM |
| ZOETIS INC | 37290 | 4691828 | CL A |
| PROGRESSIVE CORP | 20562 | 4682379 | COM |
| LOWES COS INC | 19404 | 4679469 | COM |
| CADENCE DESIGN SYSTEM INC | 14847 | 4640875 | COM |
| VANGUARD BD INDEX FDS | 62479 | 4627820 | TOTAL BND MRKT |
| SPDR SERIES TRUST | 130322 | 4595430 | STATE STREET SPD |
| AUTOMATIC DATA PROCESSING IN | 17588 | 4524161 | COM |
| NOVARTIS AG | 32480 | 4478018 | SPONSORED ADR |
| ISHARES TR | 26407 | 4456649 | ISHARES BIOTECH |
| EMERSON ELEC CO | 32648 | 4333043 | COM |
| FORTIVE CORP | 78045 | 4308864 | COM |
| EATON CORP PLC | 13464 | 4288419 | SHS |
| ONEOK INC NEW | 58139 | 4273217 | COM |
| J P MORGAN EXCHANGE TRADED F | 83175 | 4207827 | ULTRA SHRT ETF |
| SHERWIN WILLIAMS CO | 12584 | 4077594 | COM |
| ISHARES TR | 76569 | 4048969 | ISHS 1-5YR INVS |
| GE AEROSPACE | 13126 | 4043202 | COM NEW |
| TRANSDIGM GROUP INC | 2976 | 3957634 | COM |
| ISHARES TR | 69586 | 3749294 | ISHS 5-10YR INVT |
| FIRST SOLAR INC | 14212 | 3712600 | COM |
| J P MORGAN EXCHANGE TRADED F | 79920 | 3699497 | INCOME ETF |
| WEYERHAEUSER CO MTN BE | 155891 | 3693058 | COM NEW |
| ALCON AG | 45379 | 3576319 | ORD SHS |
| WELLTOWER INC | 19165 | 3557216 | COM |
| VANGUARD INTL EQUITY INDEX F | 41225 | 3446822 | FTSE EUROPE ETF |
| VANGUARD MALVERN FDS | 69499 | 3437421 | STRM INFPROIDX |
| SCHWAB STRATEGIC TR | 130321 | 3418320 | US BRD MKT ETF |
| VANGUARD BD INDEX FDS | 67338 | 3356126 | VANGUARD ULTRA |
| NORTHERN TR CORP | 24040 | 3283623 | COM |
| ISHARES TR | 36273 | 3244983 | CORE MSCI EAFE |
| VANGUARD INTL EQUITY INDEX F | 57896 | 3112489 | FTSE EMR MKT ETF |
| UNITED RENTALS INC | 3837 | 3105361 | COM |
| SELECT SECTOR SPDR TR | 76835 | 3100292 | STATE STREET REA |
| ISHARES TR | 6454 | 3054699 | RUS 1000 GRW ETF |
| QUALCOMM INC | 17210 | 2943771 | COM |
| FISERV INC | 41353 | 2777681 | COM |
| ISHARES TR | 26555 | 2718966 | 0-5 YR TIPS ETF |
| ISHARES TR | 22403 | 2673798 | 3 7 YR TREAS BD |
| ISHARES TR | 109243 | 2646958 | IBONDS DEC2026 |
| ISHARES TR | 31960 | 2646927 | 1 3 YR TREAS BD |
| AMERIPRISE FINL INC | 5344 | 2620377 | COM |
| VANGUARD INDEX FDS | 4026 | 2524948 | S&P 500 ETF SHS |
| TEXAS INSTRS INC | 14521 | 2519248 | COM |
| HERSHEY CO | 13827 | 2516309 | COM |
| BOOKING HOLDINGS INC | 453 | 2425964 | COM |
| HEALTHEQUITY INC | 26399 | 2418412 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 29049 | 2411067 | CL A |
| EDWARDS LIFESCIENCES CORP | 28151 | 2399873 | COM |
| THE CIGNA GROUP | 8709 | 2396978 | COM |
| ISHARES TR | 101900 | 2384970 | IBONDS DEC 29 |
| EQT CORP | 44359 | 2377642 | COM |
| ISHARES TR | 93257 | 2373857 | IBDS DEC28 ETF |
| SCHWAB CHARLES CORP | 23320 | 2329901 | COM |
| AFLAC INC | 20942 | 2309275 | COM |
| SPDR INDEX SHS FDS | 64041 | 2300353 | MSCI ACWI EXUS |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| ISHARES INC | 27967 | 2258055 | MSCI JAPAN ETF |
| SCHWAB STRATEGIC TR | 68203 | 2224782 | US LCAP GR ETF |
| BERKSHIRE HATHAWAY INC DEL | 4352 | 2187533 | CL B NEW |
| GE VERNOVA INC | 3315 | 2166584 | COM |
| ISHARES TR | 86549 | 2101410 | IBONDS 27 ETF |
| ISHARES INC | 31155 | 2094239 | CORE MSCI EMKT |
| ISHARES TR | 21723 | 2091273 | RUS MID CAP ETF |
| ISHARES TR | 41030 | 2075298 | ULTRA SHORT DUR |
| CANADIAN PACIFIC KANSAS CITY | 28107 | 2069518 | COM |
| XYLEM INC | 15115 | 2058361 | COM |
| NEWMONT CORP | 20193 | 2016271 | COM |
| CISCO SYS INC | 25973 | 2000725 | COM |
| METLIFE INC | 25119 | 1982894 | COM |
| ARES MANAGEMENT CORPORATION | 11937 | 1929378 | CL A COM STK |
| MARSH & MCLENNAN COS INC | 10052 | 1864847 | COM |
| APPLIED MATLS INC | 7217 | 1854697 | COM |
| PHILIP MORRIS INTL INC | 11270 | 1807751 | COM |
| AT&T INC | 72346 | 1797074 | COM |
| ISHARES TR | 4508 | 1743920 | RUSSELL 3000 ETF |
| CARLISLE COS INC | 5391 | 1724365 | COM |
| ISHARES TR | 8606 | 1718446 | U.S. TECH ETF |
| SYSCO CORP | 22878 | 1685880 | COM |
| ISHARES TR | 79700 | 1685655 | IBONDS DEC 2031 |
| INVESCO QQQ TR | 2735 | 1680138 | UNIT SER 1 |
| HUBBELL INC | 3741 | 1661416 | COM |
| KLA CORP | 1365 | 1658584 | COM NEW |
| FRANKLIN ELEC INC | 16930 | 1617322 | COM |
| INTUIT | 2373 | 1571923 | COM |
| VOYA FINANCIAL INC | 20785 | 1548275 | COM |
| VERTIV HOLDINGS CO | 9424 | 1526782 | COM CL A |
| ISHARES TR | 68000 | 1500760 | IBONDS DEC 2030 |
| FERGUSON ENTERPRISES INC | 6685 | 1488282 | COMMON STOCK NEW |
| VANECK ETF TRUST | 56900 | 1469158 | JP MRGAN EM LOC |
| AON PLC | 4078 | 1439045 | SHS CL A |
| TESLA INC | 3133 | 1408973 | COM |
| DUKE ENERGY CORP NEW | 11796 | 1382610 | COM NEW |
| ELEVANCE HEALTH INC FORMERLY | 3906 | 1369248 | COM |
| VERIZON COMMUNICATIONS INC | 33115 | 1348774 | COM |
| CATERPILLAR INC | 2326 | 1332495 | COM |
| ISHARES TR | 52000 | 1327560 | IBONDS DEC 2032 |
| VERISK ANALYTICS INC | 5907 | 1321337 | COM |
| AGILENT TECHNOLOGIES INC | 9518 | 1295114 | COM |
| MEDTRONIC PLC | 13262 | 1273948 | SHS |
| GENERAL MTRS CO | 15158 | 1232648 | COM |
| HCA HEALTHCARE INC | 2563 | 1196562 | COM |
| MONDELEZ INTL INC | 22217 | 1195941 | CL A |
| OMNICOM GROUP INC | 14781 | 1193566 | COM |
| ISHARES TR | 12362 | 1190256 | JPMORGAN USD EMG |
| SLB LIMITED | 30463 | 1169170 | COM STK |
| KEYSIGHT TECHNOLOGIES INC | 5719 | 1162044 | COM |
| CORTEVA INC | 17289 | 1158855 | COM |
| LOCKHEED MARTIN CORP | 2353 | 1138075 | COM |
| ISHARES TR | 5316 | 1118167 | RUS 1000 VAL ETF |
| DELTA AIR LINES INC DEL | 16096 | 1117062 | COM NEW |
| CORNING INC | 12568 | 1100454 | COM |
| ISHARES TR | 25650 | 1075505 | GLOBAL ENERG ETF |
| DOMINION ENERGY INC | 18354 | 1075361 | COM |
| INTEL CORP | 29070 | 1072683 | COM |
| KEYCORP | 51492 | 1062795 | COM |
| IRON MTN INC DEL | 12737 | 1056534 | COM |
| FIDELITY NATL INFORMATION SV | 15713 | 1044286 | COM |
| KRAFT HEINZ CO | 42838 | 1038822 | COM |
| PLAINS GP HLDGS L P | 53950 | 1032603 | LTD PARTNR INT A |
| LAMAR ADVERTISING CO NEW | 8145 | 1030994 | CL A |
| ISHARES TR | 11811 | 1029471 | 20 YR TR BD ETF |
| GENERAL MLS INC | 21885 | 1017653 | COM |
| NORTHROP GRUMMAN CORP | 1771 | 1009842 | COM |
| ISHARES TR | 6764 | 1005739 | CORE S&P TTL STK |
| ALBEMARLE CORP | 7012 | 991777 | COM |
| FIDELITY NATIONAL FINANCIAL | 17850 | 974432 | COM SHS |
| ISHARES TR | 17912 | 968143 | MSCI INDIA ETF |
| REGENERON PHARMACEUTICALS | 1237 | 954803 | COM |
| SNAP ON INC | 2750 | 947650 | COM |
| CAESARS ENTERTAINMENT INC NE | 40355 | 943903 | COM |
| SHELL PLC | 12808 | 941132 | SPON ADS |
| NRG ENERGY INC | 5905 | 940312 | COM NEW |
| SOUTHERN CO | 10774 | 939493 | COM |
| CONSTELLATION ENERGY CORP | 2635 | 930712 | COM |
| ISHARES TR | 7521 | 926997 | S&P 500 GRWT ETF |
| BLOOM ENERGY CORP | 10459 | 908783 | COM CL A |
| ZEBRA TECHNOLOGIES CORPORATI | 3704 | 899406 | CL A |
| CMS ENERGY CORP | 12831 | 897272 | COM |
| AMERICAN INTL GROUP INC | 10386 | 888522 | COM NEW |
| GOLDMAN SACHS GROUP INC | 1010 | 887790 | COM |
| TARGET CORP | 8874 | 867419 | COM |
| VANGUARD STAR FDS | 11458 | 864392 | VG TL INTL STK F |
| GILEAD SCIENCES INC | 6961 | 854393 | COM |
| MICRON TECHNOLOGY INC | 2974 | 848809 | COM |
| ISHARES TR | 8742 | 824895 | MORNINGSTAR VALU |
| DEERE & CO | 1760 | 819403 | COM |
| L3HARRIS TECHNOLOGIES INC | 2673 | 784713 | COM |
| NEWMARKET CORP | 1120 | 769731 | COM |
| VANGUARD INTL EQUITY INDEX F | 5455 | 769483 | TT WRLD ST ETF |
| VANGUARD INDEX FDS | 3587 | 759691 | SM CP VAL ETF |
| ISHARES TR | 6818 | 749366 | TIPS BD ETF |
| ISHARES TR | 3030 | 745865 | RUSSELL 2000 ETF |
| ENERGY TRANSFER L P | 43786 | 722031 | COM UT LTD PTN |
| INTERNATIONAL PAPER CO | 17651 | 695273 | COM |
| SERVICENOW INC | 4460 | 683227 | COM |
| ISHARES TR | 12476 | 682562 | MSCI EMG MKT ETF |
| ULTA BEAUTY INC | 1121 | 678216 | COM |
| IONQ INC | 15115 | 678210 | COM |
| CUMMINS INC | 1316 | 671752 | COM |
| COLGATE PALMOLIVE CO | 8481 | 670169 | COM |
| MCKESSON CORP | 813 | 666896 | COM |
| APOLLO GLOBAL MGMT INC | 4545 | 657934 | COM |
| CDW CORP | 4827 | 657437 | COM |
| EVEREST GROUP LTD | 1924 | 652910 | COM |
| PAYCHEX INC | 5650 | 633817 | COM |
| CSX CORP | 17399 | 630714 | COM |
| WILLIAMS COS INC | 10382 | 624062 | COM |
| INVESCO EXCHANGE TRADED FD T | 3147 | 602839 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 25001 | 601023 | INTL EQTY ETF |
| ALTRIA GROUP INC | 10359 | 597300 | COM |
| WALMART INC | 5151 | 573873 | COM |
| BORGWARNER INC | 12492 | 562890 | COM |
| LAM RESEARCH CORP | 3261 | 558218 | COM NEW |
| ROPER TECHNOLOGIES INC | 1202 | 535046 | COM |
| CONOCOPHILLIPS | 5703 | 533821 | COM |
| SCHWAB STRATEGIC TR | 18718 | 533093 | US SML CAP ETF |
| DARDEN RESTAURANTS INC | 2876 | 529242 | COM |
| RALLIANT CORP | 10299 | 524322 | COM |
| ALLSTATE CORP | 2511 | 522665 | COM |
| ISHARES GOLD TR | 6406 | 519976 | ISHARES NEW |
| ISHARES TR | 1471 | 504383 | S&P 100 ETF |
| CANADIAN NATL RY CO | 5040 | 498204 | COM |
| JACOBS SOLUTIONS INC | 3745 | 496063 | COM |
| HUNTINGTON BANCSHARES INC | 28289 | 490814 | COM |
| BUNGE GLOBAL SA | 5474 | 487624 | COM SHS |
| FEDEX CORP | 1684 | 486440 | COM |
| TARGA RES CORP | 2623 | 483944 | COM |
| BAKER HUGHES COMPANY | 10612 | 483271 | CL A |
| WEC ENERGY GROUP INC | 4570 | 481952 | COM |
| SPDR DOW JONES INDL AVERAGE | 1000 | 480570 | UT SER 1 |
| ISHARES TR | 4950 | 470696 | ESG AW MSCI EAFE |
| SCHWAB STRATEGIC TR | 10296 | 468777 | INTL SCEQT ETF |
| UNIVERSAL HLTH SVCS INC | 2144 | 467435 | CL B |
| VANGUARD INDEX FDS | 2218 | 463744 | EXTEND MKT ETF |
| ISHARES TR | 3253 | 459128 | SELECT DIVID ETF |
| SOLSTICE ADVANCED MATLS INC | 9389 | 456117 | COM SHS |
| CME GROUP INC | 1645 | 449217 | COM |
| FIRST TR EXCH TRD ALPHDX FD | 7700 | 449072 | INDIA NFTY50 EQW |
| BLOCK H & R INC | 10170 | 443209 | COM |
| ISHARES INC | 10470 | 435238 | JP MORGAN EM ETF |
| ISHARES TR | 19000 | 426930 | IBONDS 27 TRM TS |
| ISHARES TR | 18600 | 425475 | IBONDS 26 TRM TS |
| ISHARES TR | 7375 | 423768 | CALIF MUN BD ETF |
| FLEX LTD | 6896 | 416657 | ORD |
| ISHARES TR | 24477 | 402157 | GL CLEAN ENE ETF |
| CRANE COMPANY | 2160 | 398369 | COMMON STOCK |
| FREEPORT-MCMORAN INC | 7765 | 394384 | CL B |
| ISHARES BITCOIN TRUST ETF | 7450 | 369893 | SHS BEN INT |
| HA SUSTAINABLE INFRA CAP INC | 11429 | 359213 | COM |
| SCHWAB STRATEGIC TR | 12130 | 359169 | US LCAP VA ETF |
| SELECT SECTOR SPDR TR | 2486 | 357909 | STATE STREET TEC |
| VERTEX PHARMACEUTICALS INC | 782 | 354527 | COM |
| EXPAND ENERGY CORPORATION | 3182 | 351166 | COM |
| AMERICAN ELEC PWR CO INC | 3041 | 350658 | COM |
| HOWARD HUGHES HOLDINGS INC | 4322 | 344766 | COM |
| ISHARES TR | 8214 | 339731 | HDG MSCI EAFE |
| ISHARES TR | 3073 | 338614 | IBOXX INV CP ETF |
| ROYAL CARIBBEAN GROUP | 1198 | 334019 | COM |
| YUM BRANDS INC | 2206 | 333724 | COM |
| GENERAL DYNAMICS CORP | 971 | 326897 | COM |
| COHERENT CORP | 1769 | 326505 | COM |
| BELLRING BRANDS INC | 12085 | 323033 | COMMON STOCK |
| FLUENCE ENERGY INC | 16138 | 319210 | COM CL A |
| PUBLIC STORAGE OPER CO | 1211 | 314255 | COM |
| ISHARES TR | 2220 | 314108 | MSCI ACWI ETF |
| SPIRE INC | 3785 | 313020 | COM |
| UGI CORP NEW | 8280 | 309920 | COM |
| MOHAWK INDS INC | 2774 | 303198 | COM |
| VANGUARD WORLD FD | 1037 | 298500 | HEALTH CAR ETF |
| OTTER TAIL CORP | 3680 | 297381 | COM |
| BANK AMERICA CORP | 5353 | 294415 | COM |
| BRISTOL-MYERS SQUIBB CO | 5399 | 291222 | COM |
| ENTERPRISE PRODS PARTNERS L | 9044 | 289951 | COM |
| ISHARES TR | 5700 | 288990 | 0-5YR INVT GR CP |
| SEAGATE TECHNOLOGY HLDNGS PL | 1046 | 288058 | ORD SHS |
| VANGUARD INTL EQUITY INDEX F | 3164 | 286026 | FTSE PACIFIC ETF |
| PRINCIPAL FINANCIAL GROUP IN | 3203 | 282560 | COM |
| JABIL INC | 1195 | 272484 | COM |
| COTERRA ENERGY INC | 10180 | 267938 | COM |
| SNOWFLAKE INC | 1160 | 254458 | COM SHS |
| SCHWAB STRATEGIC TR | 10875 | 254151 | US AGGREGATE B |
| INCYTE CORP | 2571 | 253938 | COM |
| CENCORA INC | 750 | 253313 | COM |
| LAUDER ESTEE COS INC | 2388 | 250071 | CL A |
| VALERO ENERGY CORP | 1536 | 250045 | COM |
| XCEL ENERGY INC | 3382 | 249795 | COM |
| VERALTO CORP | 2477 | 247155 | COM SHS |
| VANECK ETF TRUST | 4800 | 245376 | HIGH YLD MUNIETF |
| MICROCHIP TECHNOLOGY INC. | 3848 | 245195 | COM |
| PALANTIR TECHNOLOGIES INC | 1336 | 237474 | CL A |
| MATCH GROUP INC NEW | 7340 | 237009 | COM |
| ISHARES TR | 1661 | 234284 | RUS MDCP VAL ETF |
| INTERNATIONAL BANCSHARES COR | 3500 | 232540 | COM |
| ISHARES TR | 2450 | 230692 | MSCI USA MIN VOL |
| TECK RESOURCES LTD | 4784 | 229106 | CL B |
| ISHARES TR | 2403 | 228814 | MBS ETF |
| BANK NEW YORK MELLON CORP | 1932 | 224286 | COM |
| APPLOVIN CORP | 331 | 223034 | COM CL A |
| VICI PPTYS INC | 7920 | 222710 | COM |
| ISHARES TR | 4207 | 221702 | HDG MSCI JAPAN |
| ISHARES TR | 1616 | 221295 | RUS MD CP GR ETF |
| VANGUARD SPECIALIZED FUNDS | 988 | 217143 | DIV APP ETF |
| PROGRESS SOFTWARE CORP | 5027 | 215960 | COM |
| WARNER BROS DISCOVERY INC | 7364 | 212230 | COM SER A |
| LUMENTUM HLDGS INC | 568 | 209359 | COM |
| ISHARES TR | 2175 | 209148 | 7-10 YR TRSY BD |
| NORFOLK SOUTHN CORP | 709 | 204702 | COM |
| UNIVERSAL DISPLAY CORP | 1750 | 204365 | COM |
| TRAVELERS COMPANIES INC | 694 | 201421 | COM |
| SCHWAB STRATEGIC TR | 6677 | 200766 | US MID-CAP ETF |
| D R HORTON INC | 1391 | 200346 | COM |
| VIATRIS INC | 10506 | 130800 | COM |
| JETBLUE AWYS CORP | 21052 | 95787 | COM |
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