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Donaldson Capital Management, Llc
gestionnaire d'actifs · portefeuille $3.50 Md · 311 positions · rapport au 30.06.2026
Positions en Actions rapport pour 30.06.2026, déposé le 05.08.2026; modification — par rapport à 31.03.2026 · 321
| Société | Actions | Valeur | % du portefeuille | Variation sur le Trimestre |
|---|---|---|---|---|
| iShares Semiconductor ETF US:SOXX · ETF | 304 880 | $195 M | 5.59% | +3 470 |
| Karman Holdings Inc. US:KRMN | 3 501 433 | $175 M | 5.00% | — |
| Apple Inc. US:AAPL | 592 203 | $171 M | 4.90% | +26 374 |
| Broadcom Inc. US:AVGO | 440 150 | $166 M | 4.76% | −56 616 |
| AbbVie Inc US:ABBV | 485 608 | $122 M | 3.50% | +3 553 |
| Microsoft Corporation US:MSFT | 286 452 | $107 M | 3.06% | +9 111 |
| Eli Lilly and Company US:LLY | 88 678 | $106 M | 3.04% | +14 715 |
| MERCK & CO INC US:MRK | 798 673 | $103 M | 2.94% | +13 513 |
| JPMorgan Chase & Co. US:JPM | 300 144 | $98.2 M | 2.81% | −42 176 |
| iShares Ultra Short-Term Bon… US:ICSH · ETF | 1 708 669 | $86.4 M | 2.47% | −217 230 |
| COSTCO WHOLESALE CORP /NEW US:COST | 83 221 | $77.9 M | 2.23% | −52 |
| MORGAN STANLEY US:MS | 362 259 | $75.7 M | 2.17% | −101 448 |
| RTX Corporation US:RTX | 393 318 | $74.6 M | 2.13% | +8 319 |
| Communication Services Selec… US:XLC · ETF | 684 191 | $73.3 M | 2.10% | −458 392 |
| CITIGROUP INC US:C | 494 972 | $69.3 M | 1.98% | −92 993 |
| Watsco Inc US:WSO | 166 210 | $69.3 M | 1.98% | +3 571 |
| Goldman Sachs Group Inc US:GS | 67 621 | $68.4 M | 1.96% | −7 459 |
| The Home Depot Inc US:HD | 192 060 | $67.7 M | 1.94% | −275 |
| Fastenal Company US:FAST | 1 405 001 | $67.5 M | 1.93% | +3 009 |
| Kimberly-Clark Corporation US:KMB | 534 439 | $58.7 M | 1.68% | nouvelle |
| McDonald’s Corporation US:MCD | 211 809 | $57.3 M | 1.64% | +570 |
| Paychex Inc US:PAYX | 581 263 | $57.2 M | 1.63% | +25 414 |
| GENERAL DYNAMICS CORP US:GD | 160 334 | $56.8 M | 1.62% | +4 220 |
| Realty Income Corporation US:O | 904 917 | $56.1 M | 1.60% | nouvelle |
| WEC Energy Group Inc US:WEC | 447 934 | $52.3 M | 1.50% | +5 881 |
| LINDE PLC CUSIP G54950103 | 90 209 | $46.8 M | 1.34% | +89 799 |
| T. Rowe Price Group Inc US:TROW | 411 196 | $46.7 M | 1.34% | +10 673 |
| International Business Machi… US:IBM | 163 449 | $46.0 M | 1.31% | +5 590 |
| EATON CORP PLC CUSIP G29183103 | 95 802 | $40.8 M | 1.17% | +24 550 |
| Xcel Energy Inc US:XEL | 501 050 | $40.2 M | 1.15% | +17 324 |
| Cencora, Inc. US:COR | 137 253 | $38.8 M | 1.11% | −835 |
| Cintas Corporation US:CTAS | 196 783 | $33.5 M | 0.96% | −565 |
| Chevron Corp US:CVX | 199 588 | $33.1 M | 0.95% | +4 986 |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 937 247 | $31.7 M | 0.91% | +88 526 |
| ONEOK INC US:OKE | 351 817 | $30.6 M | 0.87% | +328 197 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 34 414 | $25.7 M | 0.74% | +29 022 |
| Alphabet Inc. US:GOOGL | 65 689 | $23.5 M | 0.67% | +553 |
| Exxon Mobil Corporation US:XOM | 170 770 | $23.3 M | 0.67% | +70 515 |
| Cummins Inc US:CMI | 31 284 | $22.3 M | 0.64% | +19 518 |
| iShares Short Maturity Bond… US:NEAR · ETF | 382 732 | $19.4 M | 0.55% | −29 396 |
| JPMorgan Ultra-Short Income… US:JPST · ETF | 381 370 | $19.3 M | 0.55% | −42 804 |
| Amazon.com, Inc. US:AMZN | 80 609 | $19.2 M | 0.55% | −3 027 |
| NVIDIA Corporation US:NVDA | 91 384 | $18.3 M | 0.52% | +3 785 |
| Vanguard Dividend Appreciati… US:VIG · ETF | 73 531 | $17.4 M | 0.50% | +25 798 |
| Visa Inc. Class A US:V | 47 002 | $16.1 M | 0.46% | +676 |
| iShares Core U.S. Aggregate… US:AGG · ETF | 149 048 | $14.8 M | 0.42% | +1 206 |
| Mastercard Inc US:MA | 28 445 | $14.6 M | 0.42% | +3 530 |
| Micron Technology Inc US:MU | 12 389 | $14.3 M | 0.41% | −9 268 |
| Moodys Corporation US:MCO | 31 506 | $14.3 M | 0.41% | +1 720 |
| Vanguard S&P 500 ETF US:VOO · ETF | 20 019 | $13.7 M | 0.39% | +1 223 |
| Taiwan Semiconductor Manufac… US:TSM | 28 373 | $13.6 M | 0.39% | +2 053 |
| iShares iBoxx $ Investment G… US:LQD · ETF | 119 901 | $13.1 M | 0.37% | −211 |
| ASML HLDG NV CUSIP N07059210 | 6 207 | $12.3 M | 0.35% | +6 014 |
| Sapient Quality Select ETF US:SQS · ETF | 408 871 | $11.4 M | 0.33% | nouvelle |
| Interactive Brokers Group In… US:IBKR | 126 088 | $11.0 M | 0.31% | +1 192 |
| Vertiv Holdings Co US:VRT | 31 815 | $10.7 M | 0.30% | nouvelle |
| Technology Select Sector SPD… US:XLK · ETF | 55 751 | $10.6 M | 0.30% | −6 337 |
| Uber Technologies Inc US:UBER | 145 960 | $10.5 M | 0.30% | +22 438 |
| MercadoLibre Inc. US:MELI | 6 155 | $10.4 M | 0.30% | +1 065 |
| Meta Platforms, Inc. US:META | 18 526 | $10.4 M | 0.30% | +3 265 |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 133 542 | $10.3 M | 0.29% | +5 534 |
| BERKSHIRE HATHAWAY INC US:BRK-A | 20 573 | $10.3 M | 0.29% | +7 348 |
| Applovin Corp US:APP | 18 904 | $9.74 M | 0.28% | −1 991 |
| Johnson & Johnson US:JNJ | 37 882 | $9.62 M | 0.28% | +3 437 |
| Cisco Systems Inc US:CSCO | 79 855 | $9.38 M | 0.27% | +1 081 |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 294 746 | $9.35 M | 0.27% | +14 111 |
| Lockheed Martin Corporation US:LMT | 16 371 | $8.34 M | 0.24% | −645 |
| Vanguard High Dividend Yield… US:VYM · ETF | 50 346 | $7.96 M | 0.23% | +17 396 |
| Nextera Energy Inc US:NEE | 89 801 | $7.88 M | 0.23% | −1 107 |
| Schwab U.S. Broad Market ETF US:SCHB · ETF | 253 497 | $7.34 M | 0.21% | +32 641 |
| The Allstate Corporation US:ALL | 30 832 | $7.34 M | 0.21% | −2 221 |
| Automatic Data Processing In… US:ADP | 30 775 | $6.89 M | 0.20% | −2 881 |
| BlackRock Inc US:BLK | 7 108 | $6.83 M | 0.20% | −239 |
| Vanguard Growth Index Fund E… US:VUG · ETF | 77 583 | $6.68 M | 0.19% | +64 624 |
| Caterpillar Inc US:CAT | 6 248 | $6.65 M | 0.19% | +2 166 |
| AFLAC INC US:AFL | 49 632 | $5.82 M | 0.17% | −3 103 |
| iShares Russell 2000 ETF US:IWM · ETF | 18 627 | $5.60 M | 0.16% | +16 443 |
| PACCAR Inc US:PCAR | 46 130 | $5.54 M | 0.16% | −439 212 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 36 629 | $5.43 M | 0.16% | +741 |
| O’Reilly Automotive Inc US:ORLY | 51 509 | $4.74 M | 0.14% | −10 152 |
| Texas Instruments Incorporat… US:TXN | 15 341 | $4.57 M | 0.13% | +33 |
| iShares Short Maturity Munic… US:MEAR · ETF | 89 475 | $4.51 M | 0.13% | +9 483 |
| Ecolab Inc US:ECL | 16 048 | $4.47 M | 0.13% | −2 429 |
| Valero Energy Corporation US:VLO | 16 262 | $4.24 M | 0.12% | −1 645 |
| Alphabet Inc. US:GOOG | 11 836 | $4.18 M | 0.12% | +951 |
| Bristol-Myers Squibb Company US:BMY | 71 766 | $4.14 M | 0.12% | +6 739 |
| Cincinnati Financial Corpora… US:CINF | 21 752 | $4.03 M | 0.12% | −80 |
| Amphenol Corporation US:APH | 22 795 | $4.02 M | 0.11% | −3 709 |
| iShares Core S&P 500 ETF US:IVV · ETF | 5 092 | $3.81 M | 0.11% | −99 |
| iShares Preferred and Income… US:PFF · ETF | 119 999 | $3.66 M | 0.10% | +66 536 |
| Air Products and Chemicals I… US:APD | 11 802 | $3.46 M | 0.10% | +1 326 |
| Invesco S&P 500® Low Volatil… US:SPLV · ETF | 44 147 | $3.31 M | 0.09% | nouvelle |
| Applied Materials Inc US:AMAT | 4 536 | $3.28 M | 0.09% | nouvelle |
| Invesco Taxable Municipal Bo… US:BAB · ETF | 121 970 | $3.27 M | 0.09% | +688 |
| CME GROUP INC. US:CME | 14 803 | $3.27 M | 0.09% | −3 172 |
| Amgen Inc US:AMGN | 8 641 | $3.13 M | 0.09% | +321 |
| The Coca-Cola Company US:KO | 37 294 | $3.03 M | 0.09% | +1 841 |
| Schwab International Equity… US:SCHF · ETF | 107 988 | $2.99 M | 0.09% | +18 461 |
| Northrop Grumman Corporation US:NOC | 5 732 | $2.92 M | 0.08% | −405 |
| Southern Company US:SO | 29 606 | $2.83 M | 0.08% | +3 772 |
| Toronto Dominion Bank US:TD | 22 810 | $2.77 M | 0.08% | +3 791 |
| Duke Energy CORP US:DUK | 21 451 | $2.72 M | 0.08% | +2 136 |
| ProShares Ultra QQQ US:QLD · ETF | 28 000 | $2.71 M | 0.08% | — |
| Enbridge Inc US:ENB | 49 560 | $2.69 M | 0.08% | +10 601 |
| ACCENTURE PLC IRELAND CUSIP G1151C101 | 21 437 | $2.67 M | 0.08% | −4 482 |
| Invesco QQQ Trust US:QQQ · ETF | 3 471 | $2.56 M | 0.07% | +1 943 |
| Vicor Corporation US:VICR | 6 634 | $2.52 M | 0.07% | nouvelle |
| iShares National Muni Bond E… US:MUB · ETF | 23 125 | $2.49 M | 0.07% | — |
| SEAGATE TECHNOLOGY HLDNGS PL CUSIP G7997R103 | 2 560 | $2.47 M | 0.07% | nouvelle |
| Verizon Communications Inc US:VZ | 58 091 | $2.46 M | 0.07% | +9 512 |
| PNC Financial Services Group… US:PNC | 9 691 | $2.39 M | 0.07% | +596 |
| Gilead Sciences Inc US:GILD | 18 498 | $2.34 M | 0.07% | +1 331 |
| Cadence Design Systems Inc US:CDNS | 6 049 | $2.27 M | 0.06% | −1 255 |
| PepsiCo Inc US:PEP | 16 480 | $2.23 M | 0.06% | −458 |
| Vanguard International High… US:VYMI · ETF | 22 506 | $2.21 M | 0.06% | +252 |
| Royal Bank of Canada US:RY | 10 498 | $2.17 M | 0.06% | +1 197 |
| United Parcel Service Inc US:UPS | 20 165 | $2.17 M | 0.06% | +2 214 |
| Motorola Solutions Inc US:MSI | 4 925 | $2.05 M | 0.06% | −1 177 |
| Republic Services Inc US:RSG | 9 321 | $1.99 M | 0.06% | +1 |
| SPDR® S&P Dividend ETF US:SDY · ETF | 13 038 | $1.98 M | 0.06% | +2 794 |
| Fidelity® Low Volatility Fac… US:FDLO · ETF | 28 852 | $1.97 M | 0.06% | nouvelle |
| VanEck Morningstar Wide Moat… US:MOAT · ETF | 18 908 | $1.97 M | 0.06% | nouvelle |
| Procter & Gamble Company US:PG | 12 961 | $1.90 M | 0.05% | +5 721 |
| iShares Russell 1000 Growth… US:IWF · ETF | 15 303 | $1.90 M | 0.05% | +11 425 |
| Dominion Energy Inc US:D | 27 693 | $1.89 M | 0.05% | +2 772 |
| Dana Inc US:DAN | 68 382 | $1.86 M | 0.05% | nouvelle |
| Schwab Municipal Bond ETF US:SCMB · ETF | 71 792 | $1.85 M | 0.05% | — |
| iShares MSCI USA Momentum Fa… US:MTUM · ETF | 5 406 | $1.85 M | 0.05% | +15 |
| ProShares S&P 500 Dividend A… US:NOBL · ETF | 31 145 | $1.75 M | 0.05% | +15 167 |
| Deere & Company US:DE | 2 731 | $1.73 M | 0.05% | +2 083 |
| Walmart Inc. US:WMT | 14 961 | $1.69 M | 0.05% | +740 |
| ABBOTT LABORATORIES US:ABT | 18 615 | $1.69 M | 0.05% | +363 |
| Lennox International Inc US:LII | 2 944 | $1.69 M | 0.05% | −2 |
| Prudential Financial, Inc. US:PRU | 15 580 | $1.68 M | 0.05% | +1 197 |
| Target Corporation US:TGT | 12 795 | $1.67 M | 0.05% | +1 605 |
| iShares Floating Rate Bond E… US:FLOT · ETF | 31 900 | $1.63 M | 0.05% | — |
| ProShares Ultra S&P500 US:SSO · ETF | 24 080 | $1.62 M | 0.05% | — |
| Extra Space Storage Inc US:EXR | 10 958 | $1.59 M | 0.05% | +262 |
| Emerson Electric Company US:EMR | 11 110 | $1.59 M | 0.05% | +7 017 |
| HUNTINGTON BANCSHARES INC US:HBAN | 88 403 | $1.57 M | 0.04% | +5 680 |
| Schwab U.S. Small-Cap ETF US:SCHA · ETF | 42 859 | $1.55 M | 0.04% | +4 991 |
| CSX Corporation US:CSX | 32 012 | $1.52 M | 0.04% | +174 |
| State Street® SPDR® Portfoli… US:SPYM · ETF | 16 852 | $1.48 M | 0.04% | +6 958 |
| GE Aerospace US:GE | 3 776 | $1.41 M | 0.04% | +1 718 |
| UNITEDHEALTH GROUP INC US:UNH | 3 204 | $1.33 M | 0.04% | +110 |
| Vanguard Total Stock Market… US:VTI · ETF | 3 583 | $1.33 M | 0.04% | +1 235 |
| STARBUCKS CORP US:SBUX | 12 857 | $1.31 M | 0.04% | +2 006 |
| Financial Select Sector SPDR… US:XLF · ETF | 24 465 | $1.31 M | 0.04% | +7 756 |
| Erie Indemnity Company US:ERIE | 5 470 | $1.31 M | 0.04% | — |
| Waste Management Inc US:WM | 5 819 | $1.30 M | 0.04% | +101 |
| iShares S&P 500 Value ETF US:IVE · ETF | 5 647 | $1.28 M | 0.04% | +2 312 |
| The TJX Companies Inc US:TJX | 8 429 | $1.28 M | 0.04% | +2 221 |
| Pfizer Inc US:PFE | 52 832 | $1.27 M | 0.04% | +3 527 |
| Industrial Select Sector SPD… US:XLI · ETF | 6 561 | $1.22 M | 0.03% | −59 |
| SPDR® Gold Shares US:GLD · ETF | 3 221 | $1.19 M | 0.03% | +2 585 |
| Advanced Micro Devices Inc US:AMD | 1 999 | $1.16 M | 0.03% | +43 |
| Intel Corporation US:INTC | 8 272 | $1.16 M | 0.03% | nouvelle |
| Schwab U.S. Mid-Cap ETF US:SCHM · ETF | 31 316 | $1.15 M | 0.03% | +9 645 |
| Omnicom Group Inc US:OMC | 15 668 | $1.14 M | 0.03% | +873 |
| International Paper Company US:IP | 29 846 | $1.14 M | 0.03% | +1 272 |
| Tesla, Inc. US:TSLA | 2 556 | $1.08 M | 0.03% | +91 |
| American Electric Power Co I… US:AEP | 7 752 | $1.06 M | 0.03% | +2 472 |
| Schwab U.S. Large-Cap ETF US:SCHX · ETF | 35 082 | $1.03 M | 0.03% | +20 980 |
| AT&T Inc. US:T | 49 711 | $1.03 M | 0.03% | +10 465 |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 10 631 | $1.03 M | 0.03% | +640 |
| BEST BUY CO INC US:BBY | 13 434 | $1.02 M | 0.03% | +621 |
| GE Vernova LLC US:GEV | 867 | $1.02 M | 0.03% | +302 |
| AutoZone Inc US:AZO | 308 | $984 k | 0.03% | −115 |
| Vanguard Mid-Cap Index Fund… US:VO · ETF | 12 152 | $979 k | 0.03% | +9 114 |
| Rio Tinto ADR US:RIO | 10 257 | $974 k | 0.03% | nouvelle |
| Parker-Hannifin Corporation US:PH | 991 | $969 k | 0.03% | nouvelle |
| Utilities Select Sector SPDR… US:XLU · ETF | 21 212 | $962 k | 0.03% | +10 220 |
| CNO Financial Group Inc US:CNO | 18 693 | $953 k | 0.03% | — |
| Rollins Inc US:ROL | 22 795 | $951 k | 0.03% | −5 329 |
| Marsh & McLennan Companies,… US:MRSH | 5 696 | $949 k | 0.03% | −9 |
| Union Pacific Corporation US:UNP | 3 473 | $945 k | 0.03% | −238 |
| Novo Nordisk A/S US:NVO | 19 465 | $933 k | 0.03% | +4 047 |
| Illinois Tool Works Inc US:ITW | 3 331 | $901 k | 0.03% | nouvelle |
| Consumer Discretionary Selec… US:XLY · ETF | 7 610 | $892 k | 0.03% | nouvelle |
| American Express Company US:AXP | 2 637 | $892 k | 0.03% | +1 957 |
| MSCI Inc US:MSCI | 1 572 | $880 k | 0.03% | −69 |
| BP PLC ADR US:BP | 23 804 | $880 k | 0.03% | +15 023 |
| L3Harris Technologies Inc US:LHX | 2 926 | $850 k | 0.02% | +1 295 |
| STRYKER CORP US:SYK | 2 667 | $840 k | 0.02% | +750 |
| Bank of Nova Scotia US:BNS | 8 700 | $756 k | 0.02% | nouvelle |
| Hartford Municipal Opportuni… US:HMOP · ETF | 19 138 | $749 k | 0.02% | — |
| BERKSHIRE HATHAWAY INC US:BRK-A | 1 | $749 k | 0.02% | — |
| First Financial Corporation… US:THFF | 9 506 | $736 k | 0.02% | — |
| QUALCOMM INC/DE US:QCOM | 3 951 | $730 k | 0.02% | nouvelle |
| Energy Select Sector SPDR® F… US:XLE · ETF | 13 703 | $728 k | 0.02% | +965 |
| Bank of America Corp US:BAC | 12 374 | $705 k | 0.02% | nouvelle |
| Progressive Corp US:PGR | 3 206 | $700 k | 0.02% | −145 |
| Williams-Sonoma Inc US:WSM | 3 000 | $699 k | 0.02% | nouvelle |
| Canadian Imperial Bank Of Co… US:CM | 5 993 | $689 k | 0.02% | nouvelle |
| Vanguard FTSE All-World ex-U… US:VEU · ETF | 8 221 | $689 k | 0.02% | −43 |
| iShares MSCI USA Quality Fac… US:QUAL · ETF | 3 104 | $681 k | 0.02% | +23 |
| CVS Health Corp US:CVS | 6 572 | $680 k | 0.02% | +1 968 |
| Goldman Sachs ActiveBeta® U.… US:GSLC · ETF | 4 684 | $665 k | 0.02% | −500 |
| Phillips 66 US:PSX | 3 857 | $652 k | 0.02% | +2 416 |
| The Travelers Companies Inc US:TRV | 1 929 | $637 k | 0.02% | +300 |
| DFA Investment Dimensions Gr… US:DFAC · ETF | 14 177 | $629 k | 0.02% | +443 |
| Health Care Select Sector SP… US:XLV · ETF | 3 960 | $628 k | 0.02% | +1 304 |
| Crane Company US:CR | 2 813 | $627 k | 0.02% | — |
| Vistra Corp. US:VST | 3 785 | $600 k | 0.02% | nouvelle |
| Nucor Corp US:NUE | 2 692 | $600 k | 0.02% | nouvelle |
| 3M Company US:MMM | 3 631 | $588 k | 0.02% | nouvelle |
| Invesco S&P 500® Equal Weigh… US:RSP · ETF | 2 708 | $576 k | 0.02% | +1 269 |
| Vanguard Ultra-Short Bond ET… US:VUSB · ETF | 11 338 | $564 k | 0.02% | nouvelle |
| Walt Disney Co US:DIS | 5 714 | $550 k | 0.02% | +792 |
| WisdomTree Europe SmallCap D… US:DFE · ETF | 7 377 | $531 k | 0.02% | nouvelle |
| Palo Alto Networks Inc US:PANW | 1 553 | $530 k | 0.02% | nouvelle |
| The Boeing Company US:BA | 2 379 | $515 k | 0.01% | nouvelle |
| MasTec Inc US:MTZ | 1 200 | $499 k | 0.01% | +100 |
| SPDR® Portfolio S&P 500 Grow… US:SPYG · ETF | 4 089 | $487 k | 0.01% | +44 |
| KEYCORP US:KEY | 20 738 | $478 k | 0.01% | nouvelle |
| Honeywell International Inc US:HON | 2 131 | $477 k | 0.01% | nouvelle |
| Elevance Health Inc US:ELV | 1 223 | $473 k | 0.01% | −11 |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 6 627 | $472 k | 0.01% | +71 |
| Honeywell Aerospace Inc US:HONA | 2 131 | $471 k | 0.01% | nouvelle |
| Analog Devices Inc US:ADI | 1 172 | $465 k | 0.01% | −75 |
| Schlumberger NV US:SLB | 9 830 | $457 k | 0.01% | nouvelle |
| Energy Transfer LP US:ET | 23 127 | $442 k | 0.01% | nouvelle |
| KLA Corporation US:KLAC | 1 453 | $438 k | 0.01% | +1 312 |
| Nike Inc US:NKE | 10 608 | $435 k | 0.01% | +983 |
| General Motors Company US:GM | 5 642 | $435 k | 0.01% | nouvelle |
| GSK plc US:GSK | 8 278 | $434 k | 0.01% | nouvelle |
| Netflix Inc US:NFLX | 6 072 | $434 k | 0.01% | +1 946 |
| Nutrien Ltd US:NTR | 6 870 | $432 k | 0.01% | nouvelle |
| Occidental Petroleum Corpora… US:OXY | 8 772 | $426 k | 0.01% | nouvelle |
| Carrier Global Corp US:CARR | 5 800 | $425 k | 0.01% | +1 059 |
| State Street SPDR Portfolio… US:SPDW · ETF | 8 358 | $421 k | 0.01% | — |
| iShares MSCI EAFE ETF US:EFA · ETF | 4 028 | $418 k | 0.01% | +41 |
| Equifax Inc US:EFX | 2 599 | $413 k | 0.01% | — |
| Blackstone Inc. US:BX | 3 420 | $402 k | 0.01% | nouvelle |
| WisdomTree Japan Hedged Equi… US:DXJ · ETF | 2 300 | $399 k | 0.01% | nouvelle |
| First Internet Bancorp US:INBK | 14 250 | $396 k | 0.01% | — |
| SPDR Dow Jones Industrial Av… US:DIA · ETF | 757 | $395 k | 0.01% | +69 |
| Uranium Energy Corp US:UEC | 35 715 | $381 k | 0.01% | nouvelle |
| SPDR® Bloomberg 1-3 Month T-… US:BIL · ETF | 4 154 | $381 k | 0.01% | +4 |
| Welltower Inc US:WELL | 1 676 | $380 k | 0.01% | nouvelle |
| Genuine Parts Co US:GPC | 3 212 | $379 k | 0.01% | — |
| Vanguard Real Estate Index F… US:VNQ · ETF | 3 910 | $377 k | 0.01% | nouvelle |
| NASDAQ, INC. US:NDAQ | 4 764 | $375 k | 0.01% | +6 |
| BHP Group Limited US:BHP | 4 486 | $374 k | 0.01% | nouvelle |
| SPDR® Portfolio S&P 1500 Com… US:SPTM · ETF | 4 021 | $365 k | 0.01% | — |
| Bank of Montreal US:BMO | 2 058 | $364 k | 0.01% | nouvelle |
| EOG RESOURCES INC US:EOG | 2 733 | $355 k | 0.01% | nouvelle |
| iShares Core MSCI Emerging M… US:IEMG · ETF | 4 269 | $354 k | 0.01% | +9 |
| iShares J.P. Morgan USD Emer… US:EMB · ETF | 3 656 | $353 k | 0.01% | −105 |
| iShares MSCI USA Value Facto… US:VLUE · ETF | 1 670 | $334 k | 0.01% | nouvelle |
| Ross Stores Inc US:ROST | 1 566 | $333 k | 0.01% | +43 |
| Penske Automotive Group Inc US:PAG | 1 843 | $330 k | 0.01% | — |
| WELLS FARGO & COMPANY/MN US:WFC | 3 952 | $327 k | 0.01% | +105 |
| EMCOR Group Inc US:EME | 392 | $325 k | 0.01% | nouvelle |
| Invesco NASDAQ 100 ETF US:QQQM · ETF | 1 065 | $323 k | 0.01% | nouvelle |
| MEDTRONIC PLC CUSIP G5960L103 | 4 013 | $314 k | 0.01% | nouvelle |
| Kennametal Inc US:KMT | 8 790 | $308 k | 0.01% | nouvelle |
| iShares U.S. Aerospace & Def… US:ITA · ETF | 1 266 | $307 k | 0.01% | −153 |
| VanEck High Yield Muni ETF US:HYD · ETF | 5 898 | $304 k | 0.01% | — |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 426 | $300 k | 0.01% | nouvelle |
| iShares MSCI USA Min Vol Fac… US:USMV · ETF | 3 100 | $299 k | 0.01% | −323 |
| M&T Bank Corporation US:MTB | 1 236 | $294 k | 0.01% | nouvelle |
| Colgate-Palmolive Company US:CL | 3 194 | $293 k | 0.01% | −6 |
| TE CONNECTIVITY PLC CUSIP G87052109 | 1 441 | $291 k | 0.01% | −25 |
| Oracle Corporation US:ORCL | 1 978 | $290 k | 0.01% | +268 |
| BCE Inc US:BCE | 13 445 | $289 k | 0.01% | nouvelle |
| Corning Incorporated US:GLW | 1 128 | $288 k | 0.01% | nouvelle |
| Palantir Technologies Inc. US:PLTR | 2 415 | $282 k | 0.01% | nouvelle |
| Western Midstream Partners L… US:WES | 6 340 | $277 k | 0.01% | nouvelle |
| BWX Technologies Inc US:BWXT | 1 394 | $271 k | 0.01% | nouvelle |
| Schwab U.S. Large-Cap Value… US:SCHV · ETF | 7 727 | $269 k | 0.01% | nouvelle |
| iShares International Select… US:IDV · ETF | 6 467 | $268 k | 0.01% | nouvelle |
| Argan Inc US:AGX | 334 | $267 k | 0.01% | nouvelle |
| SPDR® Portfolio S&P 600 Smal… US:SPSM · ETF | 4 591 | $265 k | 0.01% | nouvelle |
| Lam Research Corp US:LRCX | 602 | $261 k | 0.01% | nouvelle |
| iShares Russell 1000 Value E… US:IWD · ETF | 1 052 | $255 k | 0.01% | −114 |
| FEDEX CORP US:FDX | 806 | $253 k | 0.01% | −110 |
| Sherwin-Williams Co US:SHW | 731 | $252 k | 0.01% | nouvelle |
| Monolithic Power Systems Inc US:MPWR | 178 | $246 k | 0.01% | nouvelle |
| iShares Bitcoin Trust US:IBIT · ETF | 7 361 | $245 k | 0.01% | — |
| SPDR® Portfolio S&P 500 Valu… US:SPYV · ETF | 4 026 | $245 k | 0.01% | −106 |
| Howmet Aerospace Inc US:HWM | 905 | $243 k | 0.01% | nouvelle |
| Newmont Goldcorp Corp US:NEM | 2 550 | $238 k | 0.01% | nouvelle |
| STANLEY BLACK & DECKER, INC. US:SWK | 2 512 | $236 k | 0.01% | nouvelle |
| Heartflow, Inc. US:HTFL | 7 991 | $234 k | 0.01% | nouvelle |
| Intuitive Surgical Inc US:ISRG | 579 | $230 k | 0.01% | +30 |
| FIFTH THIRD BANCORP US:FITB | 4 049 | $228 k | 0.01% | nouvelle |
| Arista Networks US:ANET | 1 332 | $226 k | 0.01% | nouvelle |
| Old National Bancorp US:ONB | 8 728 | $226 k | 0.01% | nouvelle |
| PIMCO Mortgage-Backed Securi… US:PMBS · ETF | 4 557 | $225 k | 0.01% | — |
| JPMorgan Equity Premium Inco… US:JEPI · ETF | 3 984 | $225 k | 0.01% | nouvelle |
| Vanguard Small-Cap Index Fun… US:VB · ETF | 732 | $222 k | 0.01% | nouvelle |
| Vanguard Small-Cap Value Ind… US:VBR · ETF | 910 | $221 k | 0.01% | nouvelle |
| Vanguard Tax-Exempt Bond Ind… US:VTEB · ETF | 4 351 | $220 k | 0.01% | — |
| Vanguard Total International… US:BNDX · ETF | 4 528 | $219 k | 0.01% | nouvelle |
| Steel Dynamics Inc US:STLD | 955 | $219 k | 0.01% | nouvelle |
| Vanguard Total International… US:VXUS · ETF | 2 530 | $216 k | 0.01% | nouvelle |
| Atmus Filtration Technologie… US:ATMU | 4 221 | $215 k | 0.01% | nouvelle |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 2 576 | $213 k | 0.01% | nouvelle |
| Booking Holdings Inc US:BKNG | 1 185 | $211 k | 0.01% | nouvelle |
| Copart Inc US:CPRT | 7 434 | $210 k | 0.01% | −183 |
| Brookfield Corporation US:BN | 4 901 | $209 k | 0.01% | nouvelle |
| CF Industries Holdings Inc US:CF | 1 877 | $203 k | 0.01% | nouvelle |
| Martin Marietta Materials In… US:MLM | 350 | $202 k | 0.01% | nouvelle |
| iShares Select Dividend ETF US:DVY · ETF | 1 284 | $201 k | 0.01% | nouvelle |
| Vale SA ADR US:VALE | 13 092 | $197 k | 0.01% | nouvelle |
| FORD MOTOR CO US:F | 12 268 | $171 k | 0.00% | nouvelle |
| Solesence, Inc. US:SLSN | 150 000 | $110 k | 0.00% | nouvelle |
| Algonquin Power & Utilities… US:AQN | 17 398 | $102 k | 0.00% | nouvelle |
| iShares Short-Term National… US:SUB · ETF | 0 (était 4 357) | — | — | vendue |
| LPL Financial Holdings Inc US:LPLA | 0 (était 28 398) | — | — | vendue |
| Markel Corporation US:MKL | 0 (était 4 227) | — | — | vendue |
| McKesson Corporation US:MCK | 0 (était 490) | — | — | vendue |
| Somnigroup International Inc… US:SGI | 0 (était 107 483) | — | — | vendue |
| Toyota Motor Corporation ADR US:TM | 0 (était 1 000) | — | — | vendue |
| Whirlpool Corporation US:WHR | 0 (était 8 597) | — | — | vendue |
| Danaher Corporation US:DHR | 0 (était 1 069) | — | — | vendue |
| HDFC Bank Limited US:HDB | 0 (était 292 276) | — | — | vendue |
| Honeywell International Inc US:HON | 0 (était 3 110) | — | — | vendue |
| Intuit Inc US:INTU | 0 (était 1 364) | — | — | vendue |
| iShares Gold Trust US:IAU · ETF | 0 (était 2 287) | — | — | vendue |
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