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Anchor Capital Advisors Llc
gestore patrimoniale · portafoglio $3.56 Mld · 244 posizioni · report al 30.06.2026
Posizioni Azionarie report per 30.06.2026, depositato il 05.08.2026; variazione — rispetto al 31.03.2026 · 268
| Società | Azioni | Valore | % del portafoglio | Variazione Trimestrale |
|---|---|---|---|---|
| Analog Devices Inc US:ADI | 227 420 | $90.3 Mln | 2.54% | −15 232 |
| M&T Bank Corporation US:MTB | 335 731 | $79.9 Mln | 2.25% | −12 001 |
| PNC Financial Services Group… US:PNC | 311 660 | $76.7 Mln | 2.16% | −19 134 |
| W. R. Berkley Corp US:WRB | 1 035 350 | $73.0 Mln | 2.05% | −98 540 |
| McKesson Corporation US:MCK | 94 509 | $71.4 Mln | 2.01% | −3 481 |
| Ferguson Plc US:FERG | 300 874 | $71.4 Mln | 2.01% | −4 653 |
| CRH PLC CUSIP G25508105 | 647 972 | $69.3 Mln | 1.95% | +3 157 |
| TD SYNNEX CORP US:SNX | 247 410 | $66.1 Mln | 1.86% | −41 436 |
| Cboe Global Markets Inc US:CBOE | 267 152 | $64.8 Mln | 1.82% | −23 620 |
| Qnity Electronics, Inc US:Q | 396 613 | $64.8 Mln | 1.82% | −35 429 |
| Lamar Advertising Company US:LAMR | 411 638 | $64.2 Mln | 1.80% | −20 872 |
| Air Products and Chemicals I… US:APD | 209 608 | $61.5 Mln | 1.73% | −8 438 |
| Diamondback Energy Inc US:FANG | 343 959 | $60.5 Mln | 1.70% | −7 832 |
| IDACORP Inc US:IDA | 395 636 | $59.9 Mln | 1.68% | −17 816 |
| Alliant Energy Corp US:LNT | 757 741 | $57.8 Mln | 1.62% | −13 659 |
| Caseys General Stores Inc US:CASY | 72 247 | $57.4 Mln | 1.61% | −20 227 |
| Solstice Advanced Materials,… US:SOLS | 630 541 | $55.9 Mln | 1.57% | +356 044 |
| Mid-America Apartment Commun… US:MAA | 394 784 | $54.9 Mln | 1.54% | −27 299 |
| Hubbell Inc US:HUBB | 101 987 | $53.4 Mln | 1.50% | −2 882 |
| Toll Brothers, Inc. US:TOL | 315 103 | $51.9 Mln | 1.46% | −12 033 |
| Globus Medical US:GMED | 648 338 | $51.2 Mln | 1.44% | +8 814 |
| Expeditors International of… US:EXPD | 305 976 | $49.9 Mln | 1.40% | −19 524 |
| CNH INDL N V CUSIP N20944109 | 4 373 122 | $49.1 Mln | 1.38% | −248 951 |
| Xcel Energy Inc US:XEL | 604 296 | $48.5 Mln | 1.36% | −12 262 |
| Keurig Dr Pepper Inc US:KDP | 1 467 633 | $48.0 Mln | 1.35% | −35 566 |
| Corteva, Inc. US:CTVA | 564 831 | $47.8 Mln | 1.34% | −33 746 |
| Teck Resources Limited US:TECK | 772 449 | $45.9 Mln | 1.29% | −20 177 |
| American Healthcare REIT, In… US:AHR | 872 994 | $45.5 Mln | 1.28% | +695 302 |
| Dupont De Nemours Inc US:DD | 333 213 | $45.2 Mln | 1.27% | nuova |
| Solventum Corp. US:SOLV | 582 760 | $45.0 Mln | 1.26% | −7 547 |
| Sunbelt Rentals Holdings, In… US:SUNB | 600 494 | $44.9 Mln | 1.26% | +138 784 |
| Markel Corporation US:MKL | 22 827 | $44.6 Mln | 1.25% | −9 608 |
| Corpay Inc US:CPAY | 133 146 | $44.4 Mln | 1.25% | −4 308 |
| TE CONNECTIVITY PLC CUSIP G87052109 | 218 517 | $44.1 Mln | 1.24% | +1 179 |
| Avery Dennison Corp US:AVY | 270 014 | $43.8 Mln | 1.23% | −42 |
| Yum! Brands Inc US:YUM | 272 698 | $43.6 Mln | 1.23% | −1 662 |
| ARCH CAP GROUP LTD CUSIP G0450A105 | 439 823 | $42.7 Mln | 1.20% | −3 281 |
| Hershey Co US:HSY | 227 406 | $39.9 Mln | 1.12% | −12 873 |
| ALCON AG CUSIP H01301128 | 586 025 | $39.3 Mln | 1.11% | −110 698 |
| iShares Russell Mid-Cap Valu… US:IWS · ETF | 236 815 | $39.0 Mln | 1.10% | −41 556 |
| Watsco Inc US:WSO | 91 748 | $38.2 Mln | 1.07% | +370 |
| JPMorgan Chase & Co. US:JPM | 115 282 | $37.7 Mln | 1.06% | −35 806 |
| Crown Castle US:CCI | 450 800 | $34.1 Mln | 0.96% | −38 827 |
| Microsoft Corporation US:MSFT | 90 507 | $33.8 Mln | 0.95% | +19 091 |
| iShares 1-3 Year Treasury Bo… US:SHY · ETF | 400 907 | $32.9 Mln | 0.93% | +2 111 |
| Applied Materials Inc US:AMAT | 45 400 | $32.8 Mln | 0.92% | −19 916 |
| Intel Corporation US:INTC | 233 195 | $32.6 Mln | 0.92% | −114 401 |
| Cheniere Energy Inc US:LNG | 135 860 | $32.5 Mln | 0.91% | nuova |
| Franco-Nevada Corporation US:FNV | 153 496 | $32.0 Mln | 0.90% | nuova |
| Honeywell Aerospace Inc US:HONA | 140 503 | $31.1 Mln | 0.87% | nuova |
| BERKSHIRE HATHAWAY INC US:BRK-A | 61 453 | $30.8 Mln | 0.86% | −4 304 |
| Johnson & Johnson US:JNJ | 119 759 | $30.4 Mln | 0.85% | −5 801 |
| Builders FirstSource Inc US:BLDR | 336 660 | $30.1 Mln | 0.85% | −11 920 |
| Honeywell International Inc US:HON | 134 360 | $30.1 Mln | 0.85% | nuova |
| iShares 3-7 Year Treasury Bo… US:IEI · ETF | 252 001 | $29.6 Mln | 0.83% | +25 256 |
| TRANE TECHNOLOGIES PLC CUSIP G8994E103 | 57 777 | $28.4 Mln | 0.80% | −2 311 |
| GE HealthCare Technologies I… US:GEHC | 421 287 | $27.0 Mln | 0.76% | −199 245 |
| Autodesk Inc US:ADSK | 132 310 | $25.7 Mln | 0.72% | −14 720 |
| RTX Corporation US:RTX | 129 507 | $24.6 Mln | 0.69% | −7 564 |
| Goldman Sachs Group Inc US:GS | 23 938 | $24.2 Mln | 0.68% | −3 574 |
| Amazon.com, Inc. US:AMZN | 99 138 | $23.6 Mln | 0.66% | +94 826 |
| CHUBB LIMITED CUSIP H1467J104 | 67 651 | $23.1 Mln | 0.65% | −5 310 |
| Lowe's Companies Inc US:LOW | 95 564 | $21.1 Mln | 0.59% | +11 305 |
| Rio Tinto ADR US:RIO · certificato di deposito | 216 922 | $20.6 Mln | 0.58% | −17 381 |
| Entergy Corporation US:ETR | 175 299 | $20.1 Mln | 0.57% | −11 719 |
| Visa Inc. Class A US:V | 55 382 | $19.0 Mln | 0.53% | −2 882 |
| iShares 7-10 Year Treasury B… US:IEF · ETF | 196 504 | $18.6 Mln | 0.52% | −2 319 |
| Shell PLC US:SHEL · certificato di deposito | 235 851 | $18.3 Mln | 0.51% | −26 174 |
| McDonald’s Corporation US:MCD | 66 370 | $17.9 Mln | 0.50% | −2 219 |
| Chevron Corp US:CVX | 108 213 | $17.9 Mln | 0.50% | −9 352 |
| iShares 1-5 Year Investment… US:IGSB · ETF | 330 632 | $17.3 Mln | 0.49% | +2 008 |
| Marathon Petroleum Corp US:MPC | 67 429 | $17.2 Mln | 0.48% | −5 200 |
| American Express Company US:AXP | 49 871 | $16.9 Mln | 0.47% | −3 357 |
| PepsiCo Inc US:PEP | 122 835 | $16.6 Mln | 0.47% | −6 757 |
| EATON CORP PLC CUSIP G29183103 | 38 619 | $16.5 Mln | 0.46% | +26 423 |
| Union Pacific Corporation US:UNP | 59 443 | $16.2 Mln | 0.45% | −3 508 |
| SPDR® Gold Shares US:GLD · ETF | 42 601 | $15.7 Mln | 0.44% | +41 678 |
| AbbVie Inc US:ABBV | 60 716 | $15.3 Mln | 0.43% | −1 833 |
| Lockheed Martin Corporation US:LMT | 29 209 | $14.9 Mln | 0.42% | −1 103 |
| Parker-Hannifin Corporation US:PH | 15 060 | $14.7 Mln | 0.41% | −1 488 |
| CME GROUP INC. US:CME | 66 072 | $14.6 Mln | 0.41% | −999 |
| Realty Income Corporation US:O | 201 410 | $12.5 Mln | 0.35% | −12 361 |
| iShares 5-10 Year Investment… US:IGIB · ETF | 220 463 | $11.7 Mln | 0.33% | −621 |
| American Tower Corp US:AMT | 70 867 | $11.6 Mln | 0.33% | −24 443 |
| Schlumberger NV US:SLB | 241 955 | $11.2 Mln | 0.32% | −23 355 |
| Procter & Gamble Company US:PG | 69 046 | $10.1 Mln | 0.28% | −2 874 |
| ASTRAZENECA PLC CUSIP G0593M107 | 49 828 | $9.45 Mln | 0.27% | −4 935 |
| TCW Flexible Income ETF US:FLXR · ETF | 235 153 | $9.22 Mln | 0.26% | +106 609 |
| iShares 0–1 Year Treasury Bo… US:SHV · ETF | 82 035 | $9.05 Mln | 0.25% | −52 756 |
| ABBOTT LABORATORIES US:ABT | 99 667 | $9.04 Mln | 0.25% | −37 085 |
| Apple Inc. US:AAPL | 27 959 | $8.09 Mln | 0.23% | −936 |
| Thermo Fisher Scientific Inc US:TMO | 15 660 | $7.85 Mln | 0.22% | −308 |
| Boston Scientific Corp US:BSX | 180 002 | $7.68 Mln | 0.22% | −283 694 |
| J.P. Morgan Exchange-Traded… US:JPLD · ETF | 141 013 | $7.36 Mln | 0.21% | +3 894 |
| Schwab U.S. Large-Cap Growth… US:SCHG · ETF | 206 771 | $7.00 Mln | 0.20% | +6 759 |
| iShares Russell 1000 ETF US:IWB · ETF | 14 490 | $5.93 Mln | 0.17% | +4 |
| Vanguard Short-Term Corporat… US:VCSH · ETF | 65 299 | $5.16 Mln | 0.15% | −4 145 |
| Progressive Corp US:PGR | 23 550 | $5.14 Mln | 0.14% | −667 |
| QUALCOMM INC/DE US:QCOM | 25 502 | $4.71 Mln | 0.13% | +19 125 |
| iShares Russell 1000 Value E… US:IWD · ETF | 19 154 | $4.64 Mln | 0.13% | +3 542 |
| Fidelity Covington Trust US:FENI · ETF | 112 630 | $4.52 Mln | 0.13% | +6 755 |
| Vanguard Intermediate-Term C… US:VCIT · ETF | 53 048 | $4.38 Mln | 0.12% | −2 955 |
| Texas Pacific Land Corp US:TPL | 9 593 | $4.20 Mln | 0.12% | −12 |
| BWX Technologies Inc US:BWXT | 21 137 | $4.11 Mln | 0.12% | −1 850 |
| U.S. Small Cap Equity Active… US:RUSC · ETF | 104 934 | $4.10 Mln | 0.12% | −1 313 |
| American Beacon Select Funds US:MGNR · ETF | 77 991 | $3.79 Mln | 0.11% | −1 335 |
| Sun Communities Inc US:SUI | 30 934 | $3.71 Mln | 0.10% | −492 |
| ConnectOne Bancorp, Inc. US:CNOB | 104 791 | $3.50 Mln | 0.10% | −3 428 |
| Nicolet Bankshares Inc. US:NIC | 20 881 | $3.45 Mln | 0.10% | −336 |
| Seneca Foods Corp A US:SENEA | 19 168 | $3.33 Mln | 0.09% | −161 |
| RPM International Inc US:RPM | 29 119 | $3.24 Mln | 0.09% | +586 |
| ICF International, Inc. US:ICFI | 43 994 | $3.21 Mln | 0.09% | −503 |
| iShares Russell 2000 ETF US:IWM · ETF | 10 602 | $3.19 Mln | 0.09% | +13 |
| iShares Russell Mid-Cap ETF US:IWR · ETF | 28 435 | $3.14 Mln | 0.09% | +28 |
| Mayville Engineering Co Inc US:MEC | 80 884 | $3.03 Mln | 0.09% | −558 |
| Fluor Corporation US:FLR | 55 391 | $2.90 Mln | 0.08% | −536 181 |
| Toro Co US:TTC | 29 715 | $2.89 Mln | 0.08% | −162 |
| iShares iBoxx $ Investment G… US:LQD · ETF | 26 525 | $2.89 Mln | 0.08% | −1 300 |
| Unilever PLC US:UL · certificato di deposito | 47 704 | $2.87 Mln | 0.08% | −1 855 |
| EVEREST GROUP LTD CUSIP G3223R108 | 8 011 | $2.86 Mln | 0.08% | −73 |
| JOHNSON CONTROLS INTERNATION CUSIP G51502105 | 19 495 | $2.85 Mln | 0.08% | −260 |
| NETGEAR Inc US:NTGR | 120 080 | $2.80 Mln | 0.08% | −489 |
| Cavco Industries Inc US:CVCO | 4 502 | $2.77 Mln | 0.08% | −16 |
| Magnolia Oil & Gas Corp US:MGY | 107 403 | $2.75 Mln | 0.08% | −1 068 |
| PIMCO Enhanced Short Maturit… US:MINT · ETF | 26 708 | $2.69 Mln | 0.08% | +50 |
| Walmart Inc. US:WMT | 23 764 | $2.69 Mln | 0.08% | −93 619 |
| Chord Energy Corp US:CHRD | 22 691 | $2.59 Mln | 0.07% | −135 |
| Vanguard S&P 500 ETF US:VOO · ETF | 3 752 | $2.58 Mln | 0.07% | +88 |
| Community Bank System Inc US:CBU | 37 762 | $2.53 Mln | 0.07% | −1 415 |
| McGrath RentCorp US:MGRC | 20 470 | $2.48 Mln | 0.07% | −110 |
| Daktronics Inc US:DAKT | 120 858 | $2.36 Mln | 0.07% | −437 |
| United Bankshares Inc US:UBSI | 51 420 | $2.36 Mln | 0.07% | −1 637 |
| Alphabet Inc. US:GOOGL | 6 453 | $2.31 Mln | 0.06% | −321 |
| SkyWest Inc US:SKYW | 22 909 | $2.28 Mln | 0.06% | −109 |
| PJT Partners Inc US:PJT | 15 028 | $2.27 Mln | 0.06% | −357 |
| Broadridge Financial Solutio… US:BR | 15 681 | $2.15 Mln | 0.06% | −152 538 |
| Hillman Solutions Corp US:HLMN | 251 433 | $2.12 Mln | 0.06% | −1 069 |
| UNITIL Corporation US:UTL | 39 959 | $2.11 Mln | 0.06% | −270 |
| MSA Safety Incorporated US:MSA | 11 764 | $2.05 Mln | 0.06% | +5 |
| STAG Industrial Inc US:STAG | 53 941 | $2.05 Mln | 0.06% | −1 185 |
| Progress Software Corporatio… US:PRGS | 60 224 | $2.02 Mln | 0.06% | −522 |
| Simpson Manufacturing Compan… US:SSD | 9 386 | $1.96 Mln | 0.06% | −55 |
| iShares Gold Trust US:IAU · ETF | 24 270 | $1.83 Mln | 0.05% | nuova |
| AON PLC CUSIP G0403H108 | 5 465 | $1.81 Mln | 0.05% | −473 |
| Nelnet Inc US:NNI | 13 282 | $1.77 Mln | 0.05% | −528 |
| Alphabet Inc. US:GOOG | 5 000 | $1.77 Mln | 0.05% | — |
| Vanguard Short-Term Bond Ind… US:BSV · ETF | 22 395 | $1.74 Mln | 0.05% | +708 |
| Hawkins Inc US:HWKN | 12 186 | $1.73 Mln | 0.05% | −279 |
| Xpel Inc US:XPEL | 34 744 | $1.72 Mln | 0.05% | nuova |
| Fidelity® Total Bond ETF US:FBND · ETF | 36 331 | $1.65 Mln | 0.05% | +6 907 |
| iShares Russell 2000 Value E… US:IWN · ETF | 6 961 | $1.54 Mln | 0.04% | +1 340 |
| Winmark Corporation US:WINA | 3 619 | $1.53 Mln | 0.04% | −112 |
| INDEPENDENCE REALTY TRUST, I… US:IRT | 90 813 | $1.52 Mln | 0.04% | −507 |
| Vanguard Large-Cap Index Fun… US:VV · ETF | 4 361 | $1.50 Mln | 0.04% | −75 |
| Eton Pharmaceuticals Inc US:ETON | 40 619 | $1.47 Mln | 0.04% | −239 |
| Colgate-Palmolive Company US:CL | 15 686 | $1.44 Mln | 0.04% | −1 685 |
| ExxonMobil Holdings Corp US:XOM | 10 049 | $1.37 Mln | 0.04% | −478 |
| POOL CORP US:POOL | 6 272 | $1.35 Mln | 0.04% | nuova |
| Booz Allen Hamilton Holding US:BAH | 20 935 | $1.27 Mln | 0.04% | −1 838 |
| Crane NXT Co US:CXT | 24 463 | $1.25 Mln | 0.04% | +5 536 |
| Vanguard Short-Term Treasury… US:VGSH · ETF | 20 440 | $1.19 Mln | 0.03% | −4 500 |
| Cisco Systems Inc US:CSCO | 10 109 | $1.19 Mln | 0.03% | — |
| Regeneron Pharmaceuticals In… US:REGN | 1 880 | $1.17 Mln | 0.03% | −8 418 |
| Almonty Industries Inc. US:ALM | 70 174 | $1.16 Mln | 0.03% | nuova |
| Primoris Services Corporatio… US:PRIM | 11 469 | $1.14 Mln | 0.03% | nuova |
| UFP Technologies Inc US:UFPT | 4 275 | $1.13 Mln | 0.03% | −88 |
| BrightView Holdings US:BV | 79 438 | $1.13 Mln | 0.03% | −204 |
| Mondelez International Inc US:MDLZ | 19 270 | $1.11 Mln | 0.03% | −2 025 |
| Citi Trends Inc US:CTRN | 19 048 | $1.10 Mln | 0.03% | −234 |
| MARRIOTT INTERNATIONAL INC US:MAR | 2 956 | $1.10 Mln | 0.03% | — |
| The Coca-Cola Company US:KO | 13 291 | $1.08 Mln | 0.03% | −1 541 |
| iShares Global Infrastructur… US:IGF · ETF | 15 566 | $1.04 Mln | 0.03% | +1 220 |
| State Street Corp US:STT | 5 994 | $1.02 Mln | 0.03% | −26 |
| iShares S&P Mid-Cap 400 Valu… US:IJJ · ETF | 6 828 | $1.01 Mln | 0.03% | +2 737 |
| STRYKER CORP US:SYK | 3 120 | $982 k | 0.03% | — |
| Caterpillar Inc US:CAT | 922 | $982 k | 0.03% | — |
| Insight Enterprises Inc US:NSIT | 7 809 | $951 k | 0.03% | −48 |
| iShares MSCI EAFE ETF US:EFA · ETF | 8 935 | $928 k | 0.03% | — |
| Atmus Filtration Technologie… US:ATMU | 17 916 | $914 k | 0.03% | −109 |
| Crocs, Inc. US:CROX | 7 569 | $913 k | 0.03% | −46 |
| Community Healthcare Trust I… US:CHCT | 48 795 | $892 k | 0.03% | −317 |
| Eli Lilly and Company US:LLY | 721 | $865 k | 0.02% | — |
| Oracle Corporation US:ORCL | 5 750 | $843 k | 0.02% | −214 |
| iShares MSCI ACWI ETF US:ACWI · ETF | 5 353 | $840 k | 0.02% | −64 |
| Texas Instruments Incorporat… US:TXN | 2 800 | $835 k | 0.02% | — |
| The Boeing Company US:BA | 3 463 | $750 k | 0.02% | −80 |
| iShares Core S&P 500 ETF US:IVV · ETF | 962 | $720 k | 0.02% | −692 |
| First American Corporation US:FAF | 10 427 | $715 k | 0.02% | −132 |
| Vanguard S&P Small-Cap 600 I… US:VIOO · ETF | 5 102 | $702 k | 0.02% | +51 |
| Vanguard Total Stock Market… US:VTI · ETF | 1 845 | $683 k | 0.02% | −493 |
| Ametek Inc US:AME | 2 733 | $661 k | 0.02% | — |
| SS&C Technologies Holdings I… US:SSNC | 10 605 | $658 k | 0.02% | −1 743 |
| MEDTRONIC PLC CUSIP G5960L103 | 8 065 | $631 k | 0.02% | −1 089 |
| Illinois Tool Works Inc US:ITW | 2 190 | $592 k | 0.02% | — |
| XPO Logistics Inc US:XPO | 2 835 | $582 k | 0.02% | −85 |
| Comcast Holdings Corp US:CMCSA | 23 688 | $582 k | 0.02% | −1 830 |
| Lyft, Inc. US:LYFT | 37 897 | $554 k | 0.02% | +818 |
| State Street® SPDR® S&P 500®… US:SPY · ETF | 701 | $524 k | 0.01% | +29 |
| PayPal Holdings Inc US:PYPL | 11 714 | $506 k | 0.01% | −445 |
| Resmed Inc US:RMD | 2 308 | $450 k | 0.01% | +18 |
| Amgen Inc US:AMGN | 1 235 | $447 k | 0.01% | — |
| Vanguard Mega Cap Growth Ind… US:MGK · ETF | 5 000 | $440 k | 0.01% | +4 000 |
| Roundhill Magnificent Seven… US:MAGS · ETF | 6 743 | $434 k | 0.01% | — |
| iShares Core MSCI EAFE ETF US:IEFA · ETF | 4 218 | $407 k | 0.01% | −457 |
| Eversource Energy US:ES | 5 366 | $388 k | 0.01% | −1 298 |
| SPDR® S&P MIDCAP 400 ETF Tru… US:MDY · ETF | 546 | $384 k | 0.01% | — |
| Vanguard Total Bond Market I… US:BND · ETF | 5 100 | $374 k | 0.01% | — |
| CITIGROUP INC US:C | 2 640 | $369 k | 0.01% | — |
| Schwab U.S. Dividend Equity… US:SCHD · ETF | 11 061 | $351 k | 0.01% | nuova |
| Halliburton Company US:HAL | 10 228 | $347 k | 0.01% | −9 897 |
| Vanguard Long-Term Corporate… US:VCLT · ETF | 4 600 | $346 k | 0.01% | +200 |
| FACTSET RESEARCH SYSTEMS INC US:FDS | 1 500 | $345 k | 0.01% | — |
| ConocoPhillips US:COP | 3 279 | $341 k | 0.01% | −1 241 |
| Norfolk Southern Corporation US:NSC | 1 065 | $335 k | 0.01% | −421 |
| Vanguard Mid-Cap Growth Inde… US:VOT · ETF | 1 089 | $334 k | 0.01% | +303 |
| Ulta Beauty Inc US:ULTA | 727 | $328 k | 0.01% | −50 |
| Vanguard Real Estate Index F… US:VNQ · ETF | 3 324 | $321 k | 0.01% | −404 |
| iShares MSCI Emerging Market… US:EEM · ETF | 4 665 | $319 k | 0.01% | +429 |
| iShares Core S&P Small-Cap E… US:IJR · ETF | 2 140 | $317 k | 0.01% | −741 |
| Science Applications Interna… US:SAIC | 2 872 | $317 k | 0.01% | −785 |
| iShares Floating Rate Bond E… US:FLOT · ETF | 6 200 | $317 k | 0.01% | — |
| The Home Depot Inc US:HD | 887 | $313 k | 0.01% | — |
| Avantis® Emerging Markets Eq… US:AVEM · ETF | 3 117 | $301 k | 0.01% | nuova |
| Woodward Inc US:WWD | 672 | $286 k | 0.01% | −43 |
| iShares Core U.S. Aggregate… US:AGG · ETF | 2 840 | $281 k | 0.01% | −695 |
| PIMCO ETF Trust - PIMCO Mult… US:PYLD · ETF | 10 490 | $278 k | 0.01% | nuova |
| Southern Company US:SO | 2 875 | $275 k | 0.01% | — |
| Novartis AG ADR US:NVS · certificato di deposito | 1 718 | $269 k | 0.01% | — |
| iShares Russell Top 200 Valu… US:IWX · ETF | 2 540 | $267 k | 0.01% | — |
| Smith AO Corporation US:AOS | 4 085 | $256 k | 0.01% | −1 359 |
| COSTCO WHOLESALE CORP /NEW US:COST | 270 | $253 k | 0.01% | — |
| HCI Group Inc US:HCI | 1 425 | $250 k | 0.01% | — |
| Vanguard Dividend Appreciati… US:VIG · ETF | 1 052 | $249 k | 0.01% | — |
| Granite Construction Incorpo… US:GVA | 1 555 | $246 k | 0.01% | nuova |
| Manulife Financial Corp US:MFC | 6 000 | $243 k | 0.01% | — |
| iShares S&P Small-Cap 600 Gr… US:IJT · ETF | 1 313 | $235 k | 0.01% | nuova |
| Arthur J Gallagher & Co US:AJG | 1 011 | $232 k | 0.01% | — |
| Kroger Company US:KR | 4 000 | $222 k | 0.01% | — |
| Rocket Companies Inc US:RKT | 13 975 | $220 k | 0.01% | — |
| iShares iBonds Dec 2028 Term… US:IBDT · ETF | 8 604 | $217 k | 0.01% | — |
| iShares Russell 2000 Growth… US:IWO · ETF | 544 | $214 k | 0.01% | nuova |
| iShares Core U.S. REIT ETF US:USRT · ETF | 3 223 | $214 k | 0.01% | nuova |
| iShares GSCI Commodity Dynam… US:COMT · ETF | 6 798 | $206 k | 0.01% | — |
| Genuine Parts Co US:GPC | 1 725 | $203 k | 0.01% | −173 |
| Universal Logistics Holdings… US:ULH | 0 (era 49 896) | — | — | venduta |
| DUPONT DE NEMOURS INC CUSIP 26614N102 | 0 (era 1 054 485) | — | — | venduta |
| Vanguard FTSE Developed Mark… US:VEA · ETF | 0 (era 14 947) | — | — | venduta |
| Evolv Technologies Holdings… US:EVLV | 0 (era 16 340) | — | — | venduta |
| Vanguard Total International… US:BNDX · ETF | 0 (era 5 483) | — | — | venduta |
| Meta Platforms, Inc. US:META | 0 (era 361) | — | — | venduta |
| Vanguard FTSE Emerging Marke… US:VWO · ETF | 0 (era 5 008) | — | — | venduta |
| HOLOGIC INC CUSIP 436440101 | 0 (era 8 670) | — | — | venduta |
| Vanguard Total Corporate Bon… US:VTC · ETF | 0 (era 3 150) | — | — | venduta |
| Honeywell International Inc US:HON | 0 (era 65 440) | — | — | venduta |
| Vontier Corp US:VNT | 0 (era 6 699) | — | — | venduta |
| iShares Core S&P Mid-Cap ETF US:IJH · ETF | 0 (era 6 794) | — | — | venduta |
| TOTALENERGIES SE CUSIP F92124100 | 0 (era 2 300) | — | — | venduta |
| iShares U.S. Treasury Bond E… US:GOVT · ETF | 0 (era 31 081) | — | — | venduta |
| iShares 0-5 Year TIPS Bond E… US:STIP · ETF | 0 (era 2 078) | — | — | venduta |
| Otis Worldwide Corp US:OTIS | 0 (era 555 220) | — | — | venduta |
| Paycom Software, Inc. US:PAYC | 0 (era 183 231) | — | — | venduta |
| Rexford Industrial Realty In… US:REXR | 0 (era 1 070 951) | — | — | venduta |
| Royal Gold Inc US:RGLD | 0 (era 792) | — | — | venduta |
| SPDR® S&P Global Natural Res… US:GNR · ETF | 0 (era 2 700) | — | — | venduta |
| Safety Insurance Group Inc US:SAFT | 0 (era 17 222) | — | — | venduta |
| The TJX Companies Inc US:TJX | 0 (era 1 421) | — | — | venduta |
| Ubiquiti Networks Inc US:UI | 0 (era 356) | — | — | venduta |
| Apollo Global Management LLC… US:APO | 0 (era 12 662) | — | — | venduta |
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