The Analysis of SPIREPOINT PRIVATE CLIENT, LLC's Holdings

Currently, SPIREPOINT PRIVATE CLIENT, LLC holds 313 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in N/A (+53.6K shares, valued at $33.6M), XLU (+235.3K shares, valued at $10.0M), XLK (+67.3K shares, valued at $9.7M); decreased their positions in N/A (-26.6K shares, valued at $7.3M), RIVN (-298.0K shares, valued at $5.9M), PG (-40.0K shares, valued at $5.7M); initiated new positions in N/A (+25.6K shares, valued at $1.7M), IVE (+2.9K shares, valued at $620.4K), TFLO (+11.2K shares, valued at $565.1K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

UPS UNITED PARCEL SERVICE INC1.0M shares-0.31%2025-12-312026-01-22

AAPL APPLE INC170.0K shares10.51%2025-12-312026-01-22

VANGUARD INDEX FDS VANGUARD INDEX FDS70.4K shares319.39%2025-12-312026-01-22

MSFT MICROSOFT CORP79.4K shares7.07%2025-12-312026-01-22

PLTR PALANTIR TECHNOLOGIES INC204.6K shares2.04%2025-12-312026-01-22

BROADCOM INC BROADCOM INC92.9K shares1.32%2025-12-312026-01-22

ALPHABET INC ALPHABET INC94.5K shares5.20%2025-12-312026-01-22

NVDA NVIDIA CORPORATION147.1K shares3.94%2025-12-312026-01-22

Sponsored

CLH CLEAN HARBORS INC105.9K shares1.37%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON106.9K shares3.47%2025-12-312026-01-22

AMZN AMAZON COM INC95.1K shares12.61%2025-12-312026-01-22

LLY ELI LILLY & CO18.9K shares12.45%2025-12-312026-01-22

XLK SELECT SECTOR SPDR TR123.2K shares120.30%2025-12-312026-01-22

ALPS ETF TR ALPS ETF TR373.4K shares14.48%2025-12-312026-01-22

XLU SELECT SECTOR SPDR TR392.4K shares149.78%2025-12-312026-01-22

NEE NEXTERA ENERGY INC187.2K shares7.01%2025-12-312026-01-22

Sponsored

VIG VANGUARD SPECIALIZED FUNDS62.5K shares9.24%2025-12-312026-01-22

V VISA INC37.0K shares8.62%2025-12-312026-01-22

BND VANGUARD BD INDEX FDS174.6K shares29.17%2025-12-312026-01-22

TJX TJX COS INC NEW82.6K shares10.09%2025-12-312026-01-22

XOM EXXON MOBIL CORP102.8K shares8.96%2025-12-312026-01-22

PANW PALO ALTO NETWORKS INC66.7K shares10.24%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.2K shares9.64%2025-12-312026-01-22

AXON AXON ENTERPRISE INC20.3K shares5.27%2025-12-312026-01-22

Sponsored

WMT WALMART INC102.8K shares10.88%2025-12-312026-01-22

ABBV ABBVIE INC47.9K shares10.71%2025-12-312026-01-22

CVX CHEVRON CORP NEW71.5K shares11.06%2025-12-312026-01-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP31.6K shares15.35%2025-12-312026-01-22

VTEB VANGUARD MUN BD FDS191.7K shares-10.46%2025-12-312026-01-22

NOC NORTHROP GRUMMAN CORP16.9K shares7.74%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.29.6K shares13.21%2025-12-312026-01-22

GILD GILEAD SCIENCES INC76.3K shares16.44%2025-12-312026-01-22

Sponsored

BSX BOSTON SCIENTIFIC CORP94.1K shares9.30%2025-12-312026-01-22

RIVN RIVIAN AUTOMOTIVE INC432.0K shares-40.82%2025-12-312026-01-22

SO SOUTHERN CO97.6K shares13.30%2025-12-312026-01-22

MA MASTERCARD INCORPORATED14.6K shares12.85%2025-12-312026-01-22

LMT LOCKHEED MARTIN CORP16.8K shares-3.70%2025-12-312026-01-22

INVESCO QQQ TR INVESCO QQQ TR13.0K shares5.87%2025-12-312026-01-22

GS GOLDMAN SACHS GROUP INC8.8K shares0.09%2025-12-312026-01-22

COST COSTCO WHSL CORP NEW8.7K shares2.34%2025-12-312026-01-22

Sponsored

TMO THERMO FISHER SCIENTIFIC INC12.8K shares10.91%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO50.8K shares-44.04%2025-12-312026-01-22

UBER UBER TECHNOLOGIES INC87.3K shares16.65%2025-12-312026-01-22

JEPI J P MORGAN EXCHANGE TRADED F123.2K shares27.01%2025-12-312026-01-22

ALPHABET INC ALPHABET INC20.3K shares14.76%2025-12-312026-01-22

RCL ROYAL CARIBBEAN GROUP22.4K shares-6.10%2025-12-312026-01-22

PSTG PURE STORAGE INC90.4K shares0.00%2025-12-312026-01-22

IWF ISHARES TR12.6K shares123.03%2025-12-312026-01-22

Sponsored

AJG GALLAGHER ARTHUR J & CO22.0K shares14.63%2025-12-312026-01-22

ORLY OREILLY AUTOMOTIVE INC56.5K shares0.00%2025-12-312026-01-22

SGI SOMNIGROUP INTERNATIONAL INC56.9K shares6.42%2025-12-312026-01-22

FTNT FORTINET INC51.7K shares-12.92%2025-12-312026-01-22

OTIS OTIS WORLDWIDE CORP44.2K shares2.55%2025-12-312026-01-22

MGK VANGUARD WORLD FD9.0K shares2.90%2025-12-312026-01-22

SPY SPDR S&P 500 ETF TR5.3K shares-2.21%2025-12-312026-01-22

IVV ISHARES TR5.2K shares8.27%2025-12-312026-01-22

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP20.6K shares0.09%2025-12-312026-01-22

IVW ISHARES TR28.2K shares-0.11%2025-12-312026-01-22

XYZ BLOCK INC52.5K shares0.00%2025-12-312026-01-22

META META PLATFORMS INC5.2K shares5.90%2025-12-312026-01-22

CMG CHIPOTLE MEXICAN GRILL INC85.9K shares-0.09%2025-12-312026-01-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.8K shares-0.29%2025-12-312026-01-22

VFLO VICTORY PORTFOLIOS II80.3K shares5.79%2025-12-312026-01-22

DGRO ISHARES TR44.4K shares6.48%2025-12-312026-01-22

Sponsored

BLACKROCK INC BLACKROCK INC2.7K shares-12.44%2025-12-312026-01-22

EMR EMERSON ELEC CO22.1K shares0.22%2025-12-312026-01-22

XLE SELECT SECTOR SPDR TR65.0K shares103.47%2025-12-312026-01-22

PHYS SPROTT ASSET MANAGEMENT LP86.9K shares20.94%2025-12-312026-01-22

RECS COLUMBIA ETF TR I70.0K shares6.46%2025-12-312026-01-22

CITIGROUP INC CITIGROUP INC21.8K shares34.13%2025-12-312026-01-22

ARISTA NETWORKS INC ARISTA NETWORKS INC18.3K shares2.09%2025-12-312026-01-22

HD HOME DEPOT INC6.9K shares-68.54%2025-12-312026-01-22

Sponsored

NKE NIKE INC36.1K shares-0.03%2025-12-312026-01-22

PSLV SPROTT ASSET MANAGEMENT LP96.2K shares-2.64%2025-12-312026-01-22

IWD ISHARES TR10.6K shares578.73%2025-12-312026-01-22

ORCL ORACLE CORP11.1K shares6.52%2025-12-312026-01-22

AXP AMERICAN EXPRESS CO5.4K shares14.55%2025-12-312026-01-22

ITW ILLINOIS TOOL WKS INC8.1K shares0.16%2025-12-312026-01-22

AMGN AMGEN INC5.9K shares-0.37%2025-12-312026-01-22

SPYM SPDR SERIES TRUST23.4K shares4.92%2025-12-312026-01-22

Sponsored

TSLA TESLA INC3.9K shares5.52%2025-12-312026-01-22

BAC BANK AMERICA CORP31.7K shares22.36%2025-12-312026-01-22

CSCO CISCO SYS INC22.3K shares3.32%2025-12-312026-01-22

UNILEVER PLC UNILEVER PLC25.6K sharesnew addition2025-12-312026-01-22

APP APPLOVIN CORP2.5K shares15.98%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC10.2K shares23.40%2025-12-312026-01-22

SRE SEMPRA18.2K shares0.75%2025-12-312026-01-22

NOBL PROSHARES TR15.3K shares-0.10%2025-12-312026-01-22

Sponsored

ADP AUTOMATIC DATA PROCESSING IN6.2K shares0.40%2025-12-312026-01-22

VONG VANGUARD SCOTTSDALE FDS13.1K shares5.26%2025-12-312026-01-22

IJH ISHARES TR24.1K shares6.01%2025-12-312026-01-22

VSCO VICTORIAS SECRET AND CO28.8K shares0.00%2025-12-312026-01-22

ROK ROCKWELL AUTOMATION INC3.9K shares0.00%2025-12-312026-01-22

PEP PEPSICO INC10.6K shares10.06%2025-12-312026-01-22

LINDE PLC LINDE PLC3.5K shares5.08%2025-12-312026-01-22

IJR ISHARES TR11.9K shares4.75%2025-12-312026-01-22

Sponsored

MCD MCDONALDS CORP4.7K shares10.94%2025-12-312026-01-22

TSM TAIWAN SEMICONDUCTOR MFG LTD4.5K shares186.89%2025-12-312026-01-22

LOW LOWES COS INC5.6K shares2.53%2025-12-312026-01-22

CELESTICA INC CELESTICA INC4.4K shares1.19%2025-12-312026-01-22

ABT ABBOTT LABS10.4K shares0.93%2025-12-312026-01-22

EATON CORP PLC EATON CORP PLC4.1K shares1.29%2025-12-312026-01-22

IBM INTERNATIONAL BUSINESS MACHS4.3K shares0.92%2025-12-312026-01-22

CAT CATERPILLAR INC2.1K shares2.00%2025-12-312026-01-22

Sponsored

RTX RTX CORPORATION6.6K shares11.99%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC11.4K shares3.26%2025-12-312026-01-22

SYK STRYKER CORPORATION3.3K shares0.91%2025-12-312026-01-22

NSC NORFOLK SOUTHN CORP4.0K shares0.00%2025-12-312026-01-22

KO COCA COLA CO15.9K shares26.74%2025-12-312026-01-22

GSLC GOLDMAN SACHS ETF TR8.1K shares-2.47%2025-12-312026-01-22

TM TOYOTA MOTOR CORP5.0K shares0.00%2025-12-312026-01-22

BBY BEST BUY INC15.5K shares0.00%2025-12-312026-01-22

Sponsored

AME AMETEK INC5.0K shares-0.81%2025-12-312026-01-22

HON HONEYWELL INTL INC5.2K shares-8.28%2025-12-312026-01-22

VEA VANGUARD TAX-MANAGED FDS15.8K shares232.46%2025-12-312026-01-22

PGR PROGRESSIVE CORP4.3K shares1.01%2025-12-312026-01-22

SOUTHSTATE BK CORP SOUTHSTATE BK CORP10.4K shares0.00%2025-12-312026-01-22

AR ANTERO RESOURCES CORP28.2K shares0.00%2025-12-312026-01-22

KKR & CO INC KKR & CO INC7.6K shares26.13%2025-12-312026-01-22

SHW SHERWIN WILLIAMS CO3.0K shares-5.52%2025-12-312026-01-22

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II25.8K shares2.61%2025-12-312026-01-22

SPGI S&P GLOBAL INC1.7K shares0.12%2025-12-312026-01-22

TT TRANE TECHNOLOGIES PLC2.3K shares1.30%2025-12-312026-01-22

RY ROYAL BK CDA5.1K shares0.00%2025-12-312026-01-22

FI FISERV INC12.9K shares0.04%2025-12-312026-01-22

CL COLGATE PALMOLIVE CO10.9K shares0.79%2025-12-312026-01-22

PAYC PAYCOM SOFTWARE INC5.3K shares0.00%2025-12-312026-01-22

STRL STERLING INFRASTRUCTURE INC2.7K shares46.60%2025-12-312026-01-22

Sponsored

VTI VANGUARD INDEX FDS2.5K shares-1.20%2025-12-312026-01-22

IWR ISHARES TR8.5K shares0.06%2025-12-312026-01-22

CPB THE CAMPBELLS COMPANY29.1K shares1.60%2025-12-312026-01-22

ADI ANALOG DEVICES INC3.0K shares2.34%2025-12-312026-01-22

RPV INVESCO EXCHANGE TRADED FD T7.6K shares-0.05%2025-12-312026-01-22

EFAV ISHARES TR8.9K shares0.00%2025-12-312026-01-22

HDV ISHARES TR6.3K shares119.24%2025-12-312026-01-22

URI UNITED RENTALS INC939 shares8.55%2025-12-312026-01-22

Sponsored

TXN TEXAS INSTRS INC4.4K shares-1.80%2025-12-312026-01-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-22

ISRG INTUITIVE SURGICAL INC1.3K shares6.22%2025-12-312026-01-22

FCX FREEPORT-MCMORAN INC14.3K shares-0.62%2025-12-312026-01-22

UNH UNITEDHEALTH GROUP INC2.2K shares-7.23%2025-12-312026-01-22

BLACKSTONE INC BLACKSTONE INC4.7K shares51.99%2025-12-312026-01-22

WFC WELLS FARGO CO NEW7.7K shares8.50%2025-12-312026-01-22

XLV SELECT SECTOR SPDR TR4.6K shares0.68%2025-12-312026-01-22

Sponsored

PLD PROLOGIS INC.5.5K shares2.55%2025-12-312026-01-22

GLD SPDR GOLD TR1.7K shares-18.34%2025-12-312026-01-22

CEG CONSTELLATION ENERGY CORP1.9K shares2.75%2025-12-312026-01-22

NUE NUCOR CORP4.1K shares0.00%2025-12-312026-01-22

MET METLIFE INC8.1K shares-6.00%2025-12-312026-01-22

SBUX STARBUCKS CORP7.6K shares-4.53%2025-12-312026-01-22

VB VANGUARD INDEX FDS2.4K shares185.29%2025-12-312026-01-22

MCO MOODYS CORP1.2K shares3.83%2025-12-312026-01-22

Sponsored

IVE ISHARES TR2.9K sharesnew addition2025-12-312026-01-22

MOD MODINE MFG CO4.6K shares4.77%2025-12-312026-01-22

WELL WELLTOWER INC3.2K shares13.19%2025-12-312026-01-22

COIN COINBASE GLOBAL INC2.6K shares0.77%2025-12-312026-01-22

GSY INVESCO ACTIVELY MANAGED EXC11.7K shares-32.63%2025-12-312026-01-22

VOT VANGUARD INDEX FDS2.1K shares0.00%2025-12-312026-01-22

ALL ALLSTATE CORP2.8K shares4.72%2025-12-312026-01-22

FIX COMFORT SYS USA INC616 shares3.53%2025-12-312026-01-22

Sponsored

BWXT BWX TECHNOLOGIES INC3.3K shares131.41%2025-12-312026-01-22

VGT VANGUARD WORLD FD759 shares0.00%2025-12-312026-01-22

MMC MARSH & MCLENNAN COS INC3.0K shares-0.49%2025-12-312026-01-22

CRWD CROWDSTRIKE HLDGS INC1.2K shares19.76%2025-12-312026-01-22

TFLO ISHARES TR11.2K sharesnew addition2025-12-312026-01-22

GE AEROSPACE GE AEROSPACE1.8K shares115.43%2025-12-312026-01-22

AEP AMERICAN ELEC PWR CO INC4.9K shares5.73%2025-12-312026-01-22

PFGC PERFORMANCE FOOD GROUP CO6.1K shares-7.01%2025-12-312026-01-22

Sponsored

VBR VANGUARD INDEX FDS2.5K sharesnew addition2025-12-312026-01-22

MU MICRON TECHNOLOGY INC1.8K shares32.83%2025-12-312026-01-22

MDLZ MONDELEZ INTL INC9.7K shares-19.40%2025-12-312026-01-22

APD AIR PRODS & CHEMS INC2.1K shares-14.38%2025-12-312026-01-22

GRMN GARMIN LTD2.5K shares0.04%2025-12-312026-01-22

VUG VANGUARD INDEX FDS1.0K shares-1.14%2025-12-312026-01-22

QCOM QUALCOMM INC3.0K shares1.20%2025-12-312026-01-22

NFLX NETFLIX INC5.2K shares932.94%2025-12-312026-01-22

Sponsored

BA BOEING CO2.2K shares50.30%2025-12-312026-01-22

UNP UNION PAC CORP2.1K shares3.33%2025-12-312026-01-22

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.7K shares0.64%2025-12-312026-01-22

FANG DIAMONDBACK ENERGY INC3.2K shares-28.70%2025-12-312026-01-22

PNC PNC FINL SVCS GROUP INC2.2K shares3.31%2025-12-312026-01-22

PWR QUANTA SVCS INC1.1K shares2.03%2025-12-312026-01-22

IEFA ISHARES TR5.2K shares88.19%2025-12-312026-01-22

MEDTRONIC PLC MEDTRONIC PLC4.7K shares17.09%2025-12-312026-01-22

Sponsored

DLR DIGITAL RLTY TR INC2.9K shares7.01%2025-12-312026-01-22

PAYX PAYCHEX INC4.0K shares-1.27%2025-12-312026-01-22

IEMG ISHARES INC6.7K sharesnew addition2025-12-312026-01-22

IBKR INTERACTIVE BROKERS GROUP IN6.8K shares30.20%2025-12-312026-01-22

HBAN HUNTINGTON BANCSHARES INC25.2K shares0.00%2025-12-312026-01-22

DXPE DXP ENTERPRISES INC3.9K shares-13.53%2025-12-312026-01-22

RMT ROYCE MICRO-CAP TR INC41.3K shares7.41%2025-12-312026-01-22

RSG REPUBLIC SVCS INC2.0K shares-3.30%2025-12-312026-01-22

Sponsored

AMAT APPLIED MATLS INC1.7K shares6.73%2025-12-312026-01-22

DHR DANAHER CORPORATION1.8K shares1.68%2025-12-312026-01-22

LRN STRIDE INC6.3K shares322.58%2025-12-312026-01-22

MFC MANULIFE FINL CORP11.2K shares23.18%2025-12-312026-01-22

LNG CHENIERE ENERGY INC2.1K shares0.29%2025-12-312026-01-22

XLP SELECT SECTOR SPDR TR5.1K shares1.22%2025-12-312026-01-22

DIS DISNEY WALT CO3.5K shares10.26%2025-12-312026-01-22

CB CHUBB LIMITED1.3K shares0.95%2025-12-312026-01-22

Sponsored

EXR EXTRA SPACE STORAGE INC3.0K shares-15.71%2025-12-312026-01-22

SHOP SHOPIFY INC2.4K shares10.88%2025-12-312026-01-22

AGX ARGAN INC1.2K shares3.10%2025-12-312026-01-22

VZ VERIZON COMMUNICATIONS INC9.4K shares16.11%2025-12-312026-01-22

RVT ROYCE SMALL CAP TRUST INC23.6K shares13.33%2025-12-312026-01-22

PH PARKER-HANNIFIN CORP433 shares13.65%2025-12-312026-01-22

LPLA LPL FINL HLDGS INC1.1K shares24.91%2025-12-312026-01-22

IWM ISHARES TR1.5K shares0.00%2025-12-312026-01-22

Sponsored

CCL CARNIVAL CORP12.1K shares1.04%2025-12-312026-01-22

ADBE ADOBE INC1.0K shares-32.23%2025-12-312026-01-22

CARR CARRIER GLOBAL CORPORATION6.7K shares-88.99%2025-12-312026-01-22

WRB BERKLEY W R CORP5.0K shares30.81%2025-12-312026-01-22

VIOO VANGUARD ADMIRAL FDS INC3.2K sharesnew addition2025-12-312026-01-22

ICE INTERCONTINENTAL EXCHANGE IN2.2K shares15.46%2025-12-312026-01-22

NET CLOUDFLARE INC1.7K shares0.00%2025-12-312026-01-22

TMUS T-MOBILE US INC1.7K shares12.32%2025-12-312026-01-22

Sponsored

T AT&T INC13.8K shares4.78%2025-12-312026-01-22

ITRN ITURAN LOCATION AND CONTROL7.9K shares5.95%2025-12-312026-01-22

AZO AUTOZONE INC99 shares0.00%2025-12-312026-01-22

ZION ZIONS BANCORPORATION N A5.7K sharesnew addition2025-12-312026-01-22

ECL ECOLAB INC1.3K shares-6.15%2025-12-312026-01-22

MS MORGAN STANLEY1.9K shares11.10%2025-12-312026-01-22

PKG PACKAGING CORP AMER1.6K sharesnew addition2025-12-312026-01-22

BALLYS CORPORATION BALLYS CORPORATION20.0K shares0.00%2025-12-312026-01-22

Sponsored

IJT ISHARES TR2.3K shares0.00%2025-12-312026-01-22

SPXC SPX TECHNOLOGIES INC1.6K sharesnew addition2025-12-312026-01-22

LHX L3HARRIS TECHNOLOGIES INC1.1K shares9.59%2025-12-312026-01-22

ALLE ALLEGION PLC2.0K shares34.35%2025-12-312026-01-22

ED CONSOLIDATED EDISON INC3.2K shares0.00%2025-12-312026-01-22

BURL BURLINGTON STORES INC1.1K sharesnew addition2025-12-312026-01-22

DRAFTKINGS INC NEW DRAFTKINGS INC NEW9.3K sharesnew addition2025-12-312026-01-22

BABA ALIBABA GROUP HLDG LTD2.2K shares29.56%2025-12-312026-01-22

Sponsored

THE CIGNA GROUP THE CIGNA GROUP1.1K shares-95.90%2025-12-312026-01-22

HIMS HIMS & HERS HEALTH INC9.6K sharesnew addition2025-12-312026-01-22

UMBF UMB FINL CORP2.7K sharesnew addition2025-12-312026-01-22

AMD ADVANCED MICRO DEVICES INC1.4K shares3.24%2025-12-312026-01-22

WDAY WORKDAY INC1.4K shares-1.86%2025-12-312026-01-22

THC TENET HEALTHCARE CORP1.5K sharesnew addition2025-12-312026-01-22

PIPR PIPER SANDLER COMPANIES898 shares4.30%2025-12-312026-01-22

BSTZ BLACKROCK SCIENCE & TECHNOLO13.4K sharesnew addition2025-12-312026-01-22

Sponsored

IDCC INTERDIGITAL INC950 sharesnew addition2025-12-312026-01-22

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ROL ROLLINS INC5.0K shares28.92%2025-12-312026-01-22

NDSN NORDSON CORP1.2K shares30.88%2025-12-312026-01-22

TIGR UP FINTECH HLDG LTD30.3K sharesnew addition2025-12-312026-01-22

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JCI JOHNSON CTLS INTL PLC2.4K shares0.00%2025-12-312026-01-22

VFH VANGUARD WORLD FD2.1K shares0.00%2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K sharesnew addition2025-12-312026-01-22

CRM SALESFORCE INC1.0K shares16.04%2025-12-312026-01-22

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GEV GE VERNOVA INC420 sharesnew addition2025-12-312026-01-22

KMB KIMBERLY-CLARK CORP2.7K shares-16.26%2025-12-312026-01-22

WM WASTE MGMT INC DEL1.2K shares17.03%2025-12-312026-01-22

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ZWS ZURN ELKAY WATER SOLNS CORP5.8K sharesnew addition2025-12-312026-01-22

INGR INGREDION INC2.4K shares-93.43%2025-12-312026-01-22

PENGUIN SOLUTIONS INC PENGUIN SOLUTIONS INC13.7K sharesnew addition2025-12-312026-01-22

VHT VANGUARD WORLD FD925 shares0.00%2025-12-312026-01-22

PARR PAR PAC HOLDINGS INC7.4K sharesnew addition2025-12-312026-01-22

DVY ISHARES TR1.9K shares0.00%2025-12-312026-01-22

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KLAC KLA CORP213 shares4.41%2025-12-312026-01-22

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TFC TRUIST FINL CORP5.2K shares2.90%2025-12-312026-01-22

TRV TRAVELERS COMPANIES INC878 shares6.68%2025-12-312026-01-22

EFX EQUIFAX INC1.2K shares-9.08%2025-12-312026-01-22

ACM AECOM2.6K sharesnew addition2025-12-312026-01-22

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EXC EXELON CORP5.7K shares7.30%2025-12-312026-01-22

IT GARTNER INC978 shares-19.97%2025-12-312026-01-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.3K shares0.34%2025-12-312026-01-22

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SAP SAP SE1.0K sharesnew addition2025-12-312026-01-22

CMRE COSTAMARE INC15.6K shares-19.26%2025-12-312026-01-22

MTB M & T BK CORP1.2K sharesnew addition2025-12-312026-01-22

CRDO CREDO TECHNOLOGY GROUP HOLDI1.7K shares6.63%2025-12-312026-01-22

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares14.49%2025-12-312026-01-22

CMI CUMMINS INC470 sharesnew addition2025-12-312026-01-22

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CSL CARLISLE COS INC742 shares0.00%2025-12-312026-01-22

GM GENERAL MTRS CO2.9K sharesnew addition2025-12-312026-01-22

TDY TELEDYNE TECHNOLOGIES INC456 sharesnew addition2025-12-312026-01-22

LIF LIFE360 INC3.6K sharesnew addition2025-12-312026-01-22

VRTX VERTEX PHARMACEUTICALS INC502 sharesnew addition2025-12-312026-01-22

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CDNS CADENCE DESIGN SYSTEM INC722 shares4.64%2025-12-312026-01-22

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PPG PPG INDS INC2.2K shares8.84%2025-12-312026-01-22

YUM YUM BRANDS INC1.4K shares0.00%2025-12-312026-01-22

SCHW SCHWAB CHARLES CORP2.2K sharesnew addition2025-12-312026-01-22

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OKLO OKLO INC2.9K sharesnew addition2025-12-312026-01-22

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ISHARES GOLD TR ISHARES GOLD TR2.5K sharesnew addition2025-12-312026-01-22

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DLY DOUBLELINE YIELD OPPORTUNITI11.3K sharesnew addition2025-12-312026-01-22

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BDJ BLACKROCK ENHANCED EQUITY DI10.4K shares0.00%2025-12-312026-01-22

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CMU MFS HIGH YIELD MUN TR16.2K shares0.00%2025-12-312026-01-22

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