Curi Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Curi Capital, LLC held in its portfolio 500 assets valued at $5,771,138,674 (i.e. $5.77B).
The most valuable assets in the portfolio included: MICROSOFT CORP ($252.28M), APPLE INC ($171.21M), and NVIDIA CORPORATION ($140.72M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Curi Capital, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 521648 | 252279400 | COM |
| APPLE INC | 629777 | 171211258 | COM |
| NVIDIA CORPORATION | 754550 | 140723441 | COM |
| JPMORGAN CHASE & CO. | 411240 | 132509595 | COM |
| AMAZON COM INC | 552046 | 127423310 | COM |
| ALPHABET INC | 403092 | 126167797 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 3561826 | 95848735 | US LRG CAP ETF |
| ISHARES TR | 134921 | 92412996 | CORE S&P500 ETF |
| VISA INC | 255393 | 89568892 | COM CL A |
| ALPHABET INC | 274586 | 86165159 | CAP STK CL C |
| SPDR S&P 500 ETF TR | 115073 | 78673148 | TR UNIT |
| ELI LILLY & CO | 60060 | 64546223 | COM |
| DANAHER CORPORATION | 281575 | 64537189 | COM |
| ISHARES TR | 718628 | 64288447 | CORE MSCI EAFE |
| AMETEK INC | 292398 | 60032169 | COM |
| BROADCOM INC | 167435 | 57949315 | COM |
| TJX COS INC NEW | 355861 | 54663659 | COM |
| WHIRLPOOL CORP | 721738 | 52066219 | COM |
| TYLER TECHNOLOGIES INC | 112112 | 50893419 | COM |
| BOOKING HOLDINGS INC | 9437 | 50539289 | COM |
| BERKSHIRE HATHAWAY INC DEL | 97402 | 48959241 | CL B NEW |
| SYNOPSYS INC | 102568 | 48177846 | COM |
| ISHARES TR | 399700 | 47704100 | 3 7 YR TREAS BD |
| MERCK & CO INC | 443222 | 46972246 | COM |
| SALESFORCE INC | 174177 | 46207821 | COM |
| SPDR GOLD TR | 114030 | 45191362 | GOLD SHS |
| META PLATFORMS INC | 65711 | 43375627 | CL A |
| SPDR SERIES TRUST | 613978 | 40690553 | STATE STREET SPD |
| RTX CORPORATION | 221842 | 40685741 | COM |
| PALO ALTO NETWORKS INC | 217090 | 39987929 | COM |
| FAIR ISAAC CORP | 23379 | 39524228 | COM |
| NORDSON CORP | 156292 | 37698058 | COM |
| ISHARES TR | 215771 | 36236552 | CORE S&P US GWT |
| ISHARES TR | 430405 | 35646143 | 1 3 YR TREAS BD |
| ISHARES TR | 368638 | 35400365 | MSCI EAFE ETF |
| ANALOG DEVICES INC | 128339 | 34805660 | COM |
| BLACKROCK INC | 31360 | 33566335 | COM |
| PHILIP MORRIS INTL INC | 202557 | 32777159 | COM |
| MONOLITHIC PWR SYS INC | 35548 | 32256263 | COM |
| ISHARES TR | 310799 | 31869398 | CORE S&P US VLU |
| INTERNATIONAL BUSINESS MACHS | 105848 | 31353197 | COM |
| CURTISS WRIGHT CORP | 55322 | 30497174 | COM |
| S&P GLOBAL INC | 56497 | 29524660 | COM |
| SCHWAB STRATEGIC TR | 1214200 | 29189366 | INTL EQTY ETF |
| CROWDSTRIKE HLDGS INC | 62082 | 29101718 | CL A |
| ISHARES INC | 394785 | 28692975 | MSCI EMRG CHN |
| STRYKER CORPORATION | 80247 | 28265164 | COM |
| FEDERAL RLTY INVT TR NEW | 278501 | 28072932 | SH BEN INT NEW |
| IDEXX LABS INC | 39642 | 26819174 | COM |
| ISHARES TR | 221700 | 26644015 | CORE S&P SCP ETF |
| JOHNSON & JOHNSON | 128247 | 26540726 | COM |
| LUMEN TECHNOLOGIES INC | 3365870 | 26152811 | COM |
| J P MORGAN EXCHANGE TRADED F | 504860 | 25869204 | MORTGAGE BACKED |
| SCHWAB STRATEGIC TR | 859208 | 25836396 | US MID-CAP ETF |
| THERMO FISHER SCIENTIFIC INC | 43146 | 25014204 | COM |
| HUBBELL INC | 56119 | 24923286 | COM |
| EOG RES INC | 234634 | 24639007 | COM |
| EAGLE MATLS INC | 119004 | 24616492 | COM |
| EASTGROUP PPTYS INC | 134633 | 24120145 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 37832 | 22904346 | UTSER1 S&PDCRP |
| WATSCO INC | 66985 | 22570764 | COM |
| RBC BEARINGS INC | 49778 | 22321506 | COM |
| PROGRESSIVE CORP | 96448 | 21963310 | COM |
| MORGAN STANLEY | 120595 | 21409243 | COM NEW |
| KINDER MORGAN INC DEL | 775410 | 21316027 | COM |
| APPLIED INDL TECHNOLOGIES IN | 82301 | 21132487 | COM |
| ISHARES INC | 303994 | 20434481 | CORE MSCI EMKT |
| INTERNATIONAL PAPER CO | 515484 | 20304911 | COM |
| MASTERCARD INCORPORATED | 35344 | 20177225 | CL A |
| HUNTINGTON BANCSHARES INC | 1152256 | 20150396 | COM |
| WEST PHARMACEUTICAL SVSC INC | 72533 | 19956856 | COM |
| SCHWAB STRATEGIC TR | 724612 | 19876106 | US DIVIDEND EQ |
| M & T BK CORP | 98073 | 19759813 | COM |
| CARPENTER TECHNOLOGY CORP | 62405 | 19647472 | COM |
| REPLIGEN CORP | 117936 | 19324835 | COM |
| ISHARES TR | 364524 | 19181260 | US INFRASTRUC |
| VANGUARD SPECIALIZED FUNDS | 86712 | 19057704 | DIV APP ETF |
| ABBVIE INC | 83347 | 19043813 | COM |
| ISHARES TR | 288498 | 19040816 | CORE S&P MCP ETF |
| STOCK YDS BANCORP INC | 291825 | 18954005 | COM |
| IDEX CORP | 102095 | 18166748 | COM |
| AMERICAN FINL GROUP INC OHIO | 127884 | 17479101 | COM |
| VANGUARD WORLD FD | 23162 | 17459072 | INF TECH ETF |
| RANGE RES CORP | 492776 | 17375247 | COM |
| SEACOAST BKG CORP FLA | 550436 | 17294671 | COM NEW |
| WISDOMTREE TR | 192709 | 17234007 | US QTLY DIV GRT |
| CLOUDFLARE INC | 87370 | 17225081 | CL A COM |
| TRICO BANCSHARES | 349658 | 16563306 | COM |
| KADANT INC | 57872 | 16494528 | COM |
| ISHARES TR | 34590 | 16371524 | RUS 1000 GRW ETF |
| MONGODB INC | 38928 | 16337524 | CL A |
| ABACUS GLOBAL MGMT INC | 1862500 | 15924375 | CL A |
| EQUITY BANCSHARES INC | 353186 | 15769755 | COM CL A |
| ABBOTT LABS | 125312 | 15700341 | COM |
| APPLIED MATLS INC | 61015 | 15680246 | COM |
| ISHARES TR | 113010 | 15475533 | RUS MD CP GR ETF |
| WINTRUST FINL CORP | 108866 | 15221567 | COM |
| CRH PLC | 119774 | 14947749 | ORD |
| BERKLEY W R CORP | 212300 | 14886503 | COM |
| TESLA INC | 33034 | 14856194 | COM |
| BJS WHSL CLUB HLDGS INC | 163595 | 14728417 | COM |
| RPM INTL INC | 136960 | 14243840 | COM |
| PRIMIS FINANCIAL CORP | 1004156 | 13967811 | COM |
| SCHWAB CHARLES CORP | 138626 | 13850153 | COM |
| CHEVRON CORP NEW | 89456 | 13634006 | COM |
| MERIT MED SYS INC | 153699 | 13547031 | COM |
| STIFEL FINL CORP | 107977 | 13520909 | COM |
| NORTHROP GRUMMAN CORP | 23651 | 13485604 | COM |
| VISTEON CORP | 140606 | 13371611 | COM NEW |
| EQUINIX INC | 17341 | 13285928 | COM |
| ISHARES TR | 34926 | 13043088 | RUS 1000 ETF |
| HOME DEPOT INC | 37648 | 12954551 | COM |
| APTARGROUP INC | 104893 | 12792658 | COM |
| DATADOG INC | 92350 | 12558547 | CL A COM |
| POTLATCHDELTIC CORPORATION | 314866 | 12525354 | COM |
| COOPER COS INC | 152744 | 12518930 | COM |
| CHUBB LIMITED | 39994 | 12518056 | COM |
| VERIZON COMMUNICATIONS INC | 303174 | 12348278 | COM |
| WELLS FARGO CO NEW | 131213 | 12229036 | COM |
| ISHARES TR | 162184 | 12154053 | RUSEL 2500 ETF |
| WISDOMTREE TR | 248226 | 12078650 | ITL HDG QTLY DIV |
| BWX TECHNOLOGIES INC | 69301 | 11977880 | COM |
| VANGUARD INTL EQUITY INDEX F | 162557 | 11957721 | ALLWRLD EX US |
| VERSABANK NEW | 783470 | 11736381 | COM |
| EXACT SCIENCES CORP | 111021 | 11275319 | COM |
| SNOWFLAKE INC | 50572 | 11093444 | COM SHS |
| WISDOMTREE TR | 213338 | 11017158 | US MIDCAP DIVID |
| ILLINOIS TOOL WKS INC | 44235 | 10964489 | COM |
| VANGUARD INDEX FDS | 32671 | 10953468 | TOTAL STK MKT |
| FIRST HORIZON CORPORATION | 455185 | 10879186 | COM |
| PURE STORAGE INC | 161727 | 10837354 | CL A |
| POOL CORP | 47265 | 10811987 | COM |
| GILEAD SCIENCES INC | 87309 | 10716234 | COM |
| CHESAPEAKE UTILS CORP | 84974 | 10653073 | COM |
| TEXAS ROADHOUSE INC | 62570 | 10386694 | COM |
| BIOLIFE SOLUTIONS INC | 423542 | 10241240 | COM NEW |
| Q2 HLDGS INC | 141499 | 10210569 | COM |
| MARSH & MCLENNAN COS INC | 54843 | 10174416 | COM |
| CISCO SYS INC | 131877 | 10158433 | COM |
| MECHANICS BANCORP | 689630 | 10089287 | CL A |
| CLEARWATER ANALYTICS HLDGS I | 414346 | 9994014 | CL A |
| ASTRAZENECA PLC | 108581 | 9981799 | SPONSORED ADR |
| ING GROEP N.V. | 355822 | 9963001 | SPONSORED ADR |
| PEPSICO INC | 68582 | 9941067 | COM |
| US FOODS HLDG CORP | 130871 | 9857170 | COM |
| ENSIGN GROUP INC | 56482 | 9841951 | COM |
| ROYAL GOLD INC | 44069 | 9796054 | COM |
| RENASANT CORP | 277115 | 9761611 | COM |
| CASEYS GEN STORES INC | 17587 | 9720364 | COM |
| VANGUARD INDEX FDS | 33222 | 9641572 | MID CAP ETF |
| SSGA ACTIVE ETF TR | 233521 | 9399232 | STATE STREET DOU |
| SHELL PLC | 126894 | 9324166 | SPON ADS |
| ASML HOLDING N V | 8686 | 9292492 | N Y REGISTRY SHS |
| CME GROUP INC | 33746 | 9215495 | COM |
| NOVARTIS AG | 66313 | 9142601 | SPONSORED ADR |
| TARGET CORP | 93420 | 9131814 | COM |
| COMCAST CORP NEW | 305176 | 9121722 | CL A |
| LOWES COS INC | 37667 | 9083762 | COM |
| BP PLC | 260835 | 9058822 | SPONSORED ADR |
| VANGUARD INDEX FDS | 18444 | 8997888 | GROWTH ETF |
| INSTALLED BLDG PRODS INC | 34421 | 8928472 | COM |
| VANECK ETF TRUST | 168785 | 8913531 | CLO ETF |
| ISHARES TR | 114946 | 8911749 | EAFE SML CP ETF |
| SSGA ACTIVE ETF TR | 282254 | 8876864 | STATE STREET MUL |
| COMMERCIAL BANCGROUP INC | 356682 | 8760110 | COM |
| BADGER METER INC | 50181 | 8752154 | COM |
| INTUIT | 13113 | 8686375 | COM |
| MONDAY COM LTD | 58477 | 8628888 | SHS |
| BARCLAYS PLC | 335161 | 8529854 | ADR |
| SCHWAB STRATEGIC TR | 293606 | 8361893 | US SML CAP ETF |
| ZSCALER INC | 36894 | 8298212 | COM |
| USCB FINANCIAL HOLDINGS INC | 448646 | 8264060 | CLASS A COM |
| AMGEN INC | 25080 | 8208785 | COM |
| ISHARES TR | 31676 | 7797268 | RUSSELL 2000 ETF |
| UNION PAC CORP | 32968 | 7626064 | COM |
| ORIGIN BANCORP INC | 200907 | 7556113 | COM |
| CYBERARK SOFTWARE LTD | 16900 | 7537969 | SHS |
| AAON INC | 98604 | 7518545 | COM PAR $0.004 |
| ANHEUSER BUSCH INBEV SA/NV | 116440 | 7456831 | SPONSORED ADR |
| DISNEY WALT CO | 64613 | 7399918 | COM |
| TANGER INC | 220816 | 7368618 | COM |
| DIAMONDBACK ENERGY INC | 47984 | 7213457 | COM |
| WISDOMTREE TR | 214927 | 7189309 | US SMALLCAP DIVD |
| ADVANCED MICRO DEVICES INC | 32996 | 7066371 | COM |
| CARDINAL HEALTH INC | 34003 | 6987714 | COM |
| BRIGHT HORIZONS FAM SOL IN D | 68905 | 6986938 | COM |
| DEVON ENERGY CORP NEW | 190654 | 6983655 | COM |
| DICKS SPORTING GOODS INC | 34620 | 6853605 | COM |
| ISHARES TR | 123977 | 6782772 | MSCI EMG MKT ETF |
| FB FINL CORP | 120007 | 6696391 | COM |
| MIDWESTONE FINL GROUP INC NE | 171272 | 6593973 | COM |
| BUSINESS FIRST BANCSHARES IN | 250009 | 6535236 | COM |
| DOW INC | 273740 | 6400042 | COM |
| ATLASSIAN CORPORATION | 39405 | 6389240 | CL A |
| ALTRIA GROUP INC | 107888 | 6332786 | COM |
| ISHARES TR | 65273 | 6283797 | RUS MID CAP ETF |
| VANGUARD TAX-MANAGED FDS | 97278 | 6076948 | VAN FTSE DEV MKT |
| BERKSHIRE HATHAWAY INC DEL | 8 | 6038400 | CL A |
| ORACLE CORP | 30878 | 6018345 | COM |
| ISHARES TR | 15178 | 5871610 | RUSSELL 3000 ETF |
| AMERANT BANCORP INC | 300056 | 5854093 | CL A |
| ADOBE INC | 16501 | 5775351 | COM |
| ISHARES TR | 57013 | 5722965 | 0-3 MNTH TREASRY |
| OMNICELL COM | 126257 | 5719439 | COM |
| AVIDBANK HLDGS INC | 214875 | 5707080 | COM |
| PIMCO ETF TR | 56576 | 5691099 | ENHAN SHRT MA AC |
| COASTALSOUTH BANCSHARES INC | 243461 | 5660468 | COM NEW |
| ACCENTURE PLC IRELAND | 21005 | 5635672 | SHS CLASS A |
| VANGUARD INDEX FDS | 8818 | 5529565 | S&P 500 ETF SHS |
| INVESCO EXCH TRADED FD TR II | 77403 | 5528110 | S&P500 LOW VOL |
| CATERPILLAR INC | 9620 | 5511066 | COM |
| ROPER TECHNOLOGIES INC | 12298 | 5474327 | COM |
| VANGUARD SCOTTSDALE FDS | 88268 | 5289902 | INTER TERM TREAS |
| FIRST WESTN FINL INC | 197056 | 5283071 | COM |
| WISDOMTREE TR | 35483 | 5115263 | JAPN HEDGE EQT |
| FIRSTSUN CAP BANCORP | 133725 | 5032740 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 311104 | 4934115 | SPONSORED ADS |
| BANC OF CALIFORNIA INC | 253901 | 4898141 | COM |
| SIMMONS 1ST NATL CORP | 251063 | 4732765 | CL A $1 PAR |
| WALMART INC | 41738 | 4650016 | COM |
| AMERICAN TOWER CORP NEW | 26091 | 4624849 | COM |
| HUBSPOT INC | 11422 | 4583338 | COM |
| MARKEL GROUP INC | 2129 | 4575746 | COM |
| CALIFORNIA BANCORP | 243675 | 4549412 | COM |
| ITT INC | 26066 | 4522713 | COM |
| DONALDSON INC | 50596 | 4485850 | COM |
| TRANE TECHNOLOGIES PLC | 11513 | 4480815 | SHS |
| CIVISTA BANCSHARES INC | 201090 | 4468220 | COM NO PAR |
| NORTHERN TR CORP | 32422 | 4454440 | COM |
| EXXON MOBIL CORP | 35974 | 4329097 | COM |
| MATADOR RES CO | 101333 | 4300563 | COM |
| VANGUARD INDEX FDS | 22346 | 4267935 | VALUE ETF |
| MKS INC. | 26641 | 4257232 | COM |
| HEICO CORP NEW | 13061 | 4226410 | COM |
| CENTRAL BANCOMPANY | 174830 | 4216900 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 21843 | 4184203 | S&P500 EQL WGT |
| MCDONALDS CORP | 13465 | 4115220 | COM |
| SCHWAB STRATEGIC TR | 175922 | 4111297 | US AGGREGATE B |
| BYLINE BANCORP INC | 138306 | 4031624 | COM |
| US BANCORP DEL | 74047 | 3989660 | COM NEW |
| PROCTER AND GAMBLE CO | 27171 | 3893911 | COM |
| AUTOMATIC DATA PROCESSING IN | 15022 | 3882907 | COM |
| DIMENSIONAL ETF TRUST | 97805 | 3872097 | US CORE EQUITY 2 |
| EMERSON ELEC CO | 28651 | 3802573 | COM |
| FLAGSTAR BANK NATIONAL ASSOC | 299802 | 3774507 | COM NEW |
| ATLANTIC UN BANKSHARES CORP | 106595 | 3762804 | COM |
| PURE CYCLE CORP | 342211 | 3760904 | COM NEW |
| AVERY DENNISON CORP | 20629 | 3751923 | COM |
| VANGUARD SCOTTSDALE FDS | 62954 | 3697275 | SHORT TERM TREAS |
| SCHWAB STRATEGIC TR | 113091 | 3689014 | US LCAP GR ETF |
| FIRST MERCHANTS CORP | 98334 | 3685560 | COM |
| STEEL DYNAMICS INC | 21668 | 3672551 | COM |
| LOCKHEED MARTIN CORP | 7460 | 3608163 | COM |
| SOUTHSTATE BK CORP | 37330 | 3513127 | COM |
| GE AEROSPACE | 11339 | 3496859 | COM NEW |
| AIR PRODS & CHEMS INC | 14024 | 3464324 | COM |
| ESSENTIAL PPTYS RLTY TR INC | 116204 | 3446141 | COM |
| COASTAL FINL CORP WA | 30000 | 3437700 | COM NEW |
| WEBSTER FINL CORP | 54137 | 3407383 | COM |
| TEXAS INSTRS INC | 19374 | 3361123 | COM |
| AMERIS BANCORP | 45195 | 3360573 | COM |
| DEERE & CO | 7184 | 3354499 | COM |
| COSTCO WHSL CORP NEW | 3834 | 3306196 | COM |
| PINNACLE FINL PARTNERS INC | 34410 | 3283059 | COM |
| ENTERPRISE PRODS PARTNERS L | 101955 | 3268667 | COM |
| ISHARES TR | 11592 | 3210305 | RUS TP200 GR ETF |
| AMPHENOL CORP NEW | 23694 | 3208340 | CL A |
| VANGUARD INTL EQUITY INDEX F | 22434 | 3164491 | TT WRLD ST ETF |
| ROYAL BK CDA | 18360 | 3130256 | COM |
| COPART INC | 79914 | 3128646 | COM |
| FINANCIAL INSTNS INC | 100000 | 3117000 | COM |
| NEXTERA ENERGY INC | 38455 | 3087139 | COM |
| ISHARES TR | 20684 | 3075533 | CORE S&P TTL STK |
| FISERV INC | 45720 | 3071016 | COM |
| WISDOMTREE TR | 57621 | 3057371 | EUROPE HEDGED EQ |
| FIDELITY COVINGTON TRUST | 13602 | 3055963 | MSCI INFO TECH I |
| WELLS FARGO CO NEW | 2515 | 3048180 | PERP PFD CNV A |
| SONOCO PRODS CO | 69757 | 3044196 | COM |
| INTUITIVE SURGICAL INC | 5374 | 3043472 | COM NEW |
| PROCORE TECHNOLOGIES INC | 41771 | 3038392 | COM |
| STMICROELECTRONICS N V | 115268 | 2990060 | NY REGISTRY |
| 3M CO | 18396 | 2945189 | COM |
| EATON CORP PLC | 9235 | 2941345 | SHS |
| VANGUARD STAR FDS | 38604 | 2912314 | VG TL INTL STK F |
| BIO-TECHNE CORP | 47980 | 2821705 | COM |
| BRISTOL-MYERS SQUIBB CO | 52270 | 2819444 | COM |
| HONEYWELL INTL INC | 14432 | 2815697 | COM |
| INVESCO QQQ TR | 4580 | 2813898 | UNIT SER 1 |
| KLA CORP | 2296 | 2789606 | COM NEW |
| NORTHPOINTE BANCSHARES INC. | 165695 | 2780363 | COM SHS |
| PNC FINL SVCS GROUP INC | 13286 | 2773305 | COM |
| FASTENAL CO | 68480 | 2748099 | COM |
| TRIMBLE INC | 34582 | 2709500 | COM |
| CRISPR THERAPEUTICS AG | 50591 | 2652993 | NAMEN AKT |
| ISHARES BITCOIN TRUST ETF | 53031 | 2632990 | SHS BEN INT |
| CANADIAN PACIFIC KANSAS CITY | 35515 | 2620875 | COM |
| DYNATRACE INC | 59898 | 2595961 | COM NEW |
| NICOLET BANKSHARES INC | 21137 | 2563919 | COM |
| OLD DOMINION FREIGHT LINE IN | 16321 | 2559144 | COM |
| PTC INC | 14514 | 2528352 | COM |
| UNITEDHEALTH GROUP INC | 7594 | 2507027 | COM |
| ONEOK INC NEW | 33664 | 2474331 | COM |
| FIRST FNDTN INC | 400968 | 2469964 | COM |
| COCA COLA CO | 35324 | 2469540 | COM |
| NVR INC | 332 | 2422222 | COM |
| ISHARES TR | 19536 | 2408038 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 51395 | 2394508 | US MKTWIDE VALUE |
| BANK AMERICA CORP | 43426 | 2388427 | COM |
| SHORE BANCSHARES INC | 133384 | 2358230 | COM |
| AMERICAN EXPRESS CO | 6256 | 2314509 | COM |
| CAPITAL ONE FINL CORP | 9544 | 2313077 | COM |
| WILLIAMS COS INC | 38288 | 2301498 | COM |
| BEACON FINANCIAL CORP. | 87182 | 2298990 | COM |
| PRUDENTIAL FINL INC | 20307 | 2292251 | COM |
| PROVIDENT FINL SVCS INC | 115435 | 2279842 | COM |
| LAM RESEARCH CORP | 13170 | 2257859 | COM NEW |
| GE VERNOVA INC | 3434 | 2244727 | COM |
| PALANTIR TECHNOLOGIES INC | 12441 | 2211382 | CL A |
| RIO TINTO PLC | 27495 | 2200419 | SPONSORED ADR |
| CARLISLE COS INC | 6822 | 2182108 | COM |
| JFROG LTD | 34727 | 2169049 | ORD SHS |
| VANECK ETF TRUST | 25170 | 2158806 | GOLD MINERS ETF |
| RELIANCE INC | 7400 | 2137639 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 31133 | 2128253 | SHS REP COM UT |
| QUALCOMM INC | 12424 | 2124989 | COM |
| LISTED FDS TR | 32185 | 2122924 | ROUNDHILL MAGNIF |
| BRIDGEWATER BANCSHARES INC | 120012 | 2103811 | COM |
| MPLX LP | 39193 | 2091731 | COM UNIT REP LTD |
| ISHARES TR | 66788 | 2067758 | PFD AND INCM SEC |
| AMERIPRISE FINL INC | 4212 | 2065180 | COM |
| BROOKFIELD CORP | 44659 | 2049403 | CL A LTD VT SH |
| BANK AMERICA CORP | 1601 | 2033471 | 7.25%CNV PFD L |
| SERVICENOW INC | 13262 | 2031569 | COM |
| HOMETRUST BANCSHARES INC | 46847 | 2011610 | COM |
| PHILLIPS 66 | 15534 | 2004432 | COM |
| ISHARES TR | 19960 | 1993632 | CORE US AGGBD ET |
| NORFOLK SOUTHN CORP | 6836 | 1973715 | COM |
| OLD SECOND BANCORP INC ILL | 100505 | 1959848 | COM |
| SCHWAB STRATEGIC TR | 74498 | 1954090 | US BRD MKT ETF |
| ISHARES TR | 13821 | 1950737 | SELECT DIVID ETF |
| VIKING THERAPEUTICS INC | 54829 | 1928892 | COM |
| EA SERIES TRUST | 82395 | 1919804 | EA BRIDGEWAY OMN |
| NETFLIX INC | 20093 | 1883912 | COM |
| ISHARES TR | 20368 | 1870965 | RUS TP200 VL ETF |
| AMPLIFY ETF TR | 23183 | 1863219 | AMPLIFY CYBERSEC |
| GENERAL DYNAMICS CORP | 5512 | 1855698 | COM |
| ATI INC | 16107 | 1848440 | COM |
| VERACYTE INC | 43892 | 1847853 | COM |
| STATE STR CORP | 14301 | 1844986 | COM |
| SELECT SECTOR SPDR TR | 33589 | 1839656 | STATE STREET FIN |
| CARTER BANKSHARES INC | 93295 | 1834180 | COM NEW |
| STERIS PLC | 7159 | 1814950 | SHS USD |
| ORIX CORP | 61812 | 1806152 | SPONSORED ADR |
| PFIZER INC | 72309 | 1800503 | COM |
| CENTENE CORP DEL | 43713 | 1798771 | COM |
| DUKE ENERGY CORP NEW | 15202 | 1781834 | COM NEW |
| ALLSTATE CORP | 8495 | 1776182 | COM |
| DIMENSIONAL ETF TRUST | 34598 | 1726449 | INTERNATNAL VAL |
| LIVE OAK BANCSHARES INC | 50199 | 1724336 | COM |
| GARTNER INC | 6769 | 1707768 | COM |
| PG&E CORP | 105896 | 1707034 | COM |
| GLOBAL X FDS | 20523 | 1695813 | S&P 500 CATHOLIC |
| CUMMINS INC | 3292 | 1680407 | COM |
| BECTON DICKINSON & CO | 8647 | 1678191 | COM |
| MICROCHIP TECHNOLOGY INC. | 26052 | 1660059 | COM |
| ISHARES TR | 32584 | 1652019 | 0-5YR INVT GR CP |
| FEDEX CORP | 5683 | 1650406 | COM |
| RITHM CAPITAL CORP | 150256 | 1645482 | COM NEW |
| NASDAQ INC | 16897 | 1641167 | COM |
| GOLDMAN SACHS GROUP INC | 1867 | 1641117 | COM |
| ARISTA NETWORKS INC | 12451 | 1631461 | COM SHS |
| AIRBNB INC | 11991 | 1627358 | COM CL A |
| ENERGY TRANSFER L P | 97858 | 1613679 | COM UT LTD PTN |
| GLOBAL X FDS | 42848 | 1610995 | S&P EX US ETF |
| CINCINNATI FINL CORP | 9801 | 1606660 | COM |
| VANGUARD SCOTTSDALE FDS | 13105 | 1595535 | VNG RUS1000GRW |
| COMFORT SYS USA INC | 1687 | 1574461 | COM |
| PROSHARES TR | 15114 | 1572927 | S&P 500 DV ARIST |
| INTERCONTINENTAL EXCHANGE IN | 9683 | 1568333 | COM |
| WEC ENERGY GROUP INC | 14812 | 1562120 | COM |
| WASTE MGMT INC DEL | 7081 | 1555634 | COM |
| GRIFFON CORP | 21065 | 1551438 | COM |
| BRITISH AMERN TOB PLC | 26763 | 1537396 | SPONSORED ADR |
| MARATHON PETE CORP | 9427 | 1533170 | COM |
| RAYMOND JAMES FINL INC | 9494 | 1524641 | COM |
| DUOLINGO INC | 8418 | 1477359 | CL A COM |
| DIMENSIONAL ETF TRUST | 21157 | 1473977 | US SMALL CAP ETF |
| ISHARES TR | 7310 | 1459665 | U.S. TECH ETF |
| DIMENSIONAL ETF TRUST | 24479 | 1457500 | US TARGETED VLU |
| CITIGROUP INC | 12462 | 1454167 | COM NEW |
| ROCKWELL AUTOMATION INC | 3727 | 1450006 | COM |
| VALMONT INDS INC | 3573 | 1437458 | COM |
| JACOBS SOLUTIONS INC | 10785 | 1428582 | COM |
| REGENERON PHARMACEUTICALS | 1840 | 1420188 | COM |
| ZOOM COMMUNICATIONS INC | 16225 | 1400056 | CL A |
| WISDOMTREE TR | 12143 | 1396203 | US AI ENHANCED |
| VERALTO CORP | 13822 | 1380960 | COM SHS |
| ISHARES INC | 17048 | 1376457 | MSCI JAPAN ETF |
| EDWARDS LIFESCIENCES CORP | 15815 | 1348269 | COM |
| CONOCOPHILLIPS | 14218 | 1331001 | COM |
| NIKE INC | 20612 | 1321598 | CL B |
| VANGUARD SCOTTSDALE FDS | 4250 | 1313421 | VNG RUS1000IDX |
| TE CONNECTIVITY PLC | 5755 | 1309346 | ORD SHS |
| NEWMONT CORP | 13078 | 1305837 | COM |
| ISHARES TR | 6095 | 1282023 | RUS 1000 VAL ETF |
| ISHARES TR | 9033 | 1274005 | RUS MDCP VAL ETF |
| VANGUARD SCOTTSDALE FDS | 15916 | 1268983 | SHRT TRM CORP BD |
| WISDOMTREE TR | 36133 | 1265017 | CLOUD COMPUTNG |
| WESTERN DIGITAL CORP | 7251 | 1249157 | COM |
| SELECT SECTOR SPDR TR | 8633 | 1242962 | STATE STREET TEC |
| CITIZENS FINL GROUP INC | 21194 | 1237932 | COM |
| BLACKSTONE INC | 8016 | 1235579 | COM |
| INSULET CORP | 4338 | 1233037 | COM |
| PIMCO ETF TR | 12805 | 1233027 | ENHNCD LW DUR AC |
| VERISIGN INC | 5072 | 1232267 | COM |
| UNITED PARCEL SERVICE INC | 12220 | 1212098 | CL B |
| J P MORGAN EXCHANGE TRADED F | 23869 | 1211805 | ULTRA SHRT ETF |
| CBRE GROUP INC | 7492 | 1204628 | CL A |
| MID PENN BANCORP INC | 38759 | 1202305 | COM |
| CARMAX INC | 31096 | 1201550 | COM |
| ISHARES TR | 26952 | 1200421 | GNMA BOND ETF |
| MICRON TECHNOLOGY INC | 4197 | 1198435 | COM |
| FIRST BUSEY CORP | 50261 | 1195711 | COM NEW |
| INGERSOLL RAND INC | 15091 | 1195514 | COM |
| GALLAGHER ARTHUR J & CO | 4585 | 1186665 | COM |
| EDISON INTL | 19734 | 1184428 | COM |
| TRAVELERS COMPANIES INC | 4058 | 1177061 | COM |
| KEURIG DR PEPPER INC | 41984 | 1175975 | COM |
| OLD NATL BANCORP IND | 52493 | 1171120 | COM |
| TRIUMPH FINANCIAL INC | 18311 | 1146787 | COM |
| HARTFORD INSURANCE GROUP INC | 8226 | 1136874 | COM |
| VANGUARD WHITEHALL FDS | 7916 | 1136170 | HIGH DIV YLD |
| ILLUMINA INC | 8577 | 1124914 | COM |
| PLAINS ALL AMERN PIPELINE L | 62291 | 1118747 | UNIT LTD PARTN |
| IQVIA HLDGS INC | 4963 | 1118700 | COM |
| MEDPACE HLDGS INC | 1968 | 1105328 | COM |
| CHENIERE ENERGY INC | 5682 | 1104548 | COM NEW |
| WESTERN MIDSTREAM PARTNERS L | 27938 | 1103551 | COM UNIT LP INT |
| DOLLAR GEN CORP NEW | 8289 | 1100580 | COM |
| D R HORTON INC | 7604 | 1095179 | COM |
| ISHARES TR | 8818 | 1072311 | CORE HIGH DV ETF |
| FIDELITY WISE ORIGIN BITCOIN | 13886 | 1058531 | SHS |
| ALNYLAM PHARMACEUTICALS INC | 2662 | 1058390 | COM |
| WP CAREY INC | 16055 | 1046615 | COM |
| AMERICAN CENTY ETF TR | 10225 | 1042791 | US SML CP VALU |
| STARBUCKS CORP | 12328 | 1038187 | COM |
| AT&T INC | 41288 | 1025611 | COM |
| EATON VANCE TAX-MANAGED BUY- | 70283 | 1009271 | COM |
| JONES LANG LASALLE INC | 2977 | 1001673 | COM |
| TECHNIPFMC PLC | 22345 | 995694 | COM |
| BOEING CO | 4579 | 994207 | COM |
| ECOLAB INC | 3775 | 993623 | COM |
| FREEPORT-MCMORAN INC | 19473 | 989064 | CL B |
| ISHARES GOLD TR | 12151 | 986298 | ISHARES NEW |
| CORVEL CORP | 14492 | 980674 | COM |
| MARRIOTT INTL INC NEW | 3160 | 980285 | CL A |
| NEOGENOMICS INC | 83346 | 980149 | COM NEW |
| ISHARES TR | 4613 | 978244 | S&P 500 VAL ETF |
| OTIS WORLDWIDE CORP | 11095 | 969108 | COM |
| HUNT J B TRANS SVCS INC | 4981 | 968041 | COM |
| ISHARES TR | 13771 | 955984 | CORE DIV GRWTH |
| NBT BANCORP INC | 22753 | 944705 | COM |
| EXPEDIA GROUP INC | 3295 | 933620 | COM NEW |
| DOVER CORP | 4776 | 932329 | COM |
| ELLINGTON FINANCIAL INC | 68507 | 930338 | COM |
| CHIPOTLE MEXICAN GRILL INC | 25104 | 928862 | COM |
| ALLEGION PLC | 5816 | 925965 | ORD SHS |
| VANGUARD SCOTTSDALE FDS | 9899 | 913678 | VNG RUS1000VAL |
| INTEL CORP | 24725 | 912335 | COM |
| LAS VEGAS SANDS CORP | 13860 | 902175 | COM |
| AMERICAN VANGUARD CORP | 235241 | 898621 | COM |
| JANUS DETROIT STR TR | 17679 | 894205 | HENDRSON AAA CL |
| TARGA RES CORP | 4836 | 892242 | COM |
| VANGUARD INDEX FDS | 3438 | 886938 | SMALL CP ETF |
| VIKING HOLDINGS LTD | 12328 | 880343 | ORD SHS |
| DELTA AIR LINES INC DEL | 12677 | 879785 | COM NEW |
| OREILLY AUTOMOTIVE INC | 9530 | 869253 | COM |
| TYSON FOODS INC | 14714 | 862555 | CL A |
| CONSOLIDATED EDISON INC | 8675 | 861580 | COM |
| TORO CO | 10836 | 857027 | COM |
| DIMENSIONAL ETF TRUST | 11544 | 856210 | US EQUITY MARKET |
| ISHARES TR | 7962 | 852827 | NATIONAL MUN ETF |
| ROBLOX CORP | 10408 | 843389 | CL A |
| MOODYS CORP | 1640 | 838040 | COM |
| BIOMARIN PHARMACEUTICAL INC | 13937 | 828292 | COM |
| AMERICAN CENTY ETF TR | 7410 | 828221 | US EQT ETF |
| SELECT SECTOR SPDR TR | 18241 | 827230 | STATE STREET MAT |
| TRANSDIGM GROUP INC | 615 | 818257 | COM |
| FIFTH THIRD BANCORP | 17296 | 810132 | COM |
| HP INC | 35751 | 807257 | COM |
| GOLDMAN SACHS ETF TR | 15199 | 802488 | S&P 500 PREMIUM |
| MATCH GROUP INC NEW | 24651 | 795981 | COM |
| VANGUARD BD INDEX FDS | 10060 | 792830 | SHORT TRM BOND |
| DRAFTKINGS INC NEW | 22975 | 791703 | COM CL A |
| CHEWY INC | 23858 | 788508 | CL A |
| EXELIXIS INC | 17931 | 785916 | COM |
| TEXTRON INC | 9013 | 785887 | COM |
| VERISK ANALYTICS INC | 3495 | 781773 | COM |
| HASBRO INC | 9521 | 780701 | COM |
| VULCAN MATLS CO | 2716 | 774596 | COM |
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