What Brown Brothers Harriman & Co reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 14661 · Filed Aug 12, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES CORE S&P 500 ETFCommon Stock | 2.5M | +42.2% | $1.9B | 8.1% |
ISHARES CORE MSCI EAFE ETFCommon Stock | 10.8M | +153.5% | $1B | 4.6% |
GOOGAlphabet Inc. |
1,818 positions
| 2.7M |
| −5.0% |
| $948.4M |
| 4.2% |
KLACKLA Corp | 3M | +766.4% | $914.7M | 4% |
AAPLApple Inc. | 2.8M | +2.3% | $801.6M | 3.5% |
MSFTMicrosoft Corp | 2.1M | +5.6% | $767.3M | 3.4% |
BERKSHIRE HATHAWAY INC-CL BCommon Stock | 1.1M | +0.5% | $572.7M | 2.5% |
AMZNAmazon Com Inc | 2.3M | +0.0% | $544.3M | 2.4% |
AMATApplied Materials Inc | 667.3K | −24.1% | $482.5M | 2.1% |
BBH SELECT LARGE CAP ETFCommon Stock | 27.2M | −2.8% | $473.1M | 2.1% |
NVDANVIDIA Corp | 2.3M | +22.2% | $464.2M | 2% |
BBH SELECT MID CAP ETFCommon Stock | 37.9M | −9.9% | $457.4M | 2% |
GMO U.S. QUALITY ETFCommon Stock | 10.4M | +28.9% | $434.1M | 1.9% |
AKRE FOCUS ETFCommon Stock | 7.6M | −36.8% | $403.4M | 1.8% |
LINLinde PLC | 696.7K | −3.7% | $361.5M | 1.6% |
MAMastercard Inc | 703.3K | −3.0% | $361.2M | 1.6% |
WMWaste Management Inc | 1.6M | −2.8% | $357.4M | 1.6% |
USBUS Bancorp de | 5.7M | −0.5% | $345.4M | 1.5% |
LLYELI LILLY & Co | 275.4K | +12.1% | $330.3M | 1.4% |
EAGLE CAPITAL SELECT EQTYCommon Stock | 10M | +22.1% | $322.7M | 1.4% |
PANWPalo Alto Networks Inc | 821.1K | +36.8% | $280M | 1.2% |
PGRProgressive Corp | 1.3M | −2.3% | $278.1M | 1.2% |
ORCLOracle Corp | 1.9M | −1.9% | $271.1M | 1.2% |
ISHARES RUSSELL 2000 ETF ETFCommon Stock | 832.4K | +72.3% | $250.1M | 1.1% |
JNJJohnson & Johnson | 953.6K | +58.6% | $242.2M | 1.1% |
AJGArthur J. Gallagher & Co. | 1M | −3.0% | $229.8M | 1% |
GOOGLAlphabet Inc. | 626.6K | +6.3% | $223.9M | 1% |
TXNTexas Instruments Inc | 743.5K | −4.0% | $221.6M | 1% |
WMTWalmart Inc. | 1.9M | −1.7% | $215.2M | 0.9% |
AVGOBroadcom Inc. | 567.9K | +26.0% | $214.5M | 0.9% |
COSTCostco Wholesale Corp | 228.6K | −2.3% | $213.9M | 0.9% |
ROKRockwell Automation, Inc | 414.3K | −2.7% | $205.1M | 0.9% |
CDNSCadence Design Systems Inc | 535.7K | −0.8% | $201.1M | 0.9% |
JPMJPMorgan Chase & Co | 583K | +3.3% | $190.8M | 0.8% |
SPYSPDR S&P 500 ETF Trust | 239.8K | −7.0% | $179M | 0.8% |
PHParker-Hannifin Corp | 160.6K | +121.3% | $157.1M | 0.7% |
ISHARES CORE S&P MIDCAP ETFCommon Stock | 1.8M | +501.8% | $136.9M | 0.6% |
ADIAnalog Devices Inc | 320.3K | −0.8% | $127.2M | 0.6% |
SPGIS&P Global Inc. | 309.9K | −2.9% | $126.2M | 0.6% |
BKNGBooking Holdings Inc. | 706.7K | +2,321.1% | $126M | 0.6% |
PGPROCTER & GAMBLE Co | 776.6K | −19.6% | $113.9M | 0.5% |
KOCoca Cola Co | 1.4M | +0.9% | $111.8M | 0.5% |
METAMeta Platforms, Inc. | 190.3K | +327.2% | $107.2M | 0.5% |
ISHARES CORE MSCI EMERGINGCommon Stock | 1.2M | +155.0% | $101.1M | 0.4% |
VVisa Inc. | 284K | +5.5% | $97.5M | 0.4% |
MCDMcDonald's Corp | 356.5K | −25.8% | $96.4M | 0.4% |
TMOThermo Fisher Scientific Inc. | 192K | −43.3% | $96.2M | 0.4% |
ZTSZoetis Inc. | 1.3M | −5.9% | $95.8M | 0.4% |
BERKSHIRE HATHAWAY INC-CL ACommon Stock | 127 | −7.3% | $95.1M | 0.4% |
ABTAbbott Laboratories | 967.5K | −21.3% | $87.8M | 0.4% |
PRMPerimeter Solutions, Inc. | 2.4M | −7.9% | $85.7M | 0.4% |
WWDWoodward, Inc. | 199.7K | −16.6% | $85M | 0.4% |
WSOWatsco Inc | 203.2K | −10.1% | $84.7M | 0.4% |
BLKBlackRock, Inc. | 86.1K | +46.5% | $82.8M | 0.4% |
HDHome Depot, Inc. | 232K | +63.1% | $81.8M | 0.4% |
ENTGEntegris Inc | 454.3K | −16.2% | $81.7M | 0.4% |
GWREGuidewire Software, Inc. | 658.6K | −6.7% | $81M | 0.4% |
DEDeere & Co | 126.8K | +0.7% | $80.4M | 0.4% |
HLTHilton Worldwide Holdings Inc. | 242.8K | +16.6% | $80.2M | 0.4% |
PMPhilip Morris International Inc. | 412.5K | +0.4% | $74.6M | 0.3% |
WSTWest Pharmaceutical Services Inc | 206.2K | −9.7% | $74M | 0.3% |
ANETArista Networks, Inc. | 426.2K | −20.9% | $72.4M | 0.3% |
ISHARES MSCI ACWI ETFCommon Stock | 458.2K | +19,405.1% | $71.9M | 0.3% |
ISHARES CORE S&P SMALL-CAP ETF ETFCommon Stock | 471K | +1.1% | $69.9M | 0.3% |
PAYPaymentus Holdings, Inc. | 2.8M | +31.1% | $68.2M | 0.3% |
ALCAlcon Inc | 1M | −50.5% | $68.1M | 0.3% |
KEYSKeysight Technologies, Inc. | 193.5K | −28.7% | $67.7M | 0.3% |
WHWyndham Hotels & Resorts, Inc. | 798.5K | −10.5% | $67.2M | 0.3% |
CCCCCC Intelligent Solutions Holdings Inc. | 12.5M | +88.6% | $64.5M | 0.3% |
WMSAdvanced Drainage Systems, Inc. | 405.5K | −11.0% | $63.6M | 0.3% |
ITTITT Inc. | 319.4K | −3.1% | $63.2M | 0.3% |
ECLEcolab Inc. | 223K | −3.6% | $62.1M | 0.3% |
HAYWHayward Holdings, Inc. | 3.6M | −0.0% | $61.7M | 0.3% |
GXOGXO Logistics, Inc. | 1.2M | −11.1% | $61.7M | 0.3% |
CRCrane Co | 268.1K | +10,877.3% | $59.8M | 0.3% |
CBRECBRE Group, Inc. | 442.3K | −9.8% | $59.6M | 0.3% |
HEICO CORP-CLASS ACommon Stock | 226.9K | +3.9% | $58.5M | 0.3% |
UNPUnion Pacific Corp | 213.8K | +1.4% | $58.2M | 0.3% |
VMCVulcan Materials CO | 195.1K | −8.8% | $57.5M | 0.3% |
GFLGFL Environmental Inc. | 1.5M | −11.3% | $56.4M | 0.2% |
ISRGIntuitive Surgical Inc | 141K | +22.1% | $56.1M | 0.2% |
TTWOTake Two Interactive Software Inc | 217.1K | −6.9% | $54.3M | 0.2% |
ULSUL Solutions Inc. | 529.1K | −10.7% | $53.9M | 0.2% |
DARDarling Ingredients Inc. | 972.3K | −17.5% | $53.1M | 0.2% |
GGGGraco Inc | 675.7K | +112.9% | $51.1M | 0.2% |
INTAIntapp, Inc. | 2M | +64.2% | $50.4M | 0.2% |
CSLCarlisle Companies Inc | 135K | −9.7% | $49M | 0.2% |
OTISOtis Worldwide Corp | 670.9K | −13.8% | $48M | 0.2% |
KAIKadant Inc | 151.8K | ±0% | $47.7M | 0.2% |
HUBBHubbell Inc | 90.6K | +67.3% | $47.4M | 0.2% |
NKENIKE, Inc. | 1.1M | −60.6% | $46.6M | 0.2% |
UNHUnitedHealth Group Inc | 108.6K | +11.3% | $45.1M | 0.2% |
SPXCSPX Technologies, Inc. | 173.1K | +721,058.3% | $42.4M | 0.2% |
TWTradeweb Markets Inc. | 424.6K | +20.8% | $42.3M | 0.2% |
BJBJ's Wholesale Club Holdings, Inc. | 477.8K | −11.0% | $41.7M | 0.2% |
ATRAptargroup, Inc. | 320.8K | −10.4% | $40.2M | 0.2% |
EXXON MOBIL CORPCommon Stock | 283.4K | +4.9% | $38.7M | 0.2% |
MDTMedtronic plc | 494.3K | +272.8% | $38.7M | 0.2% |
WSCWillScot Holdings Corp | 1.3M | −10.2% | $38.5M | 0.2% |
LPLALPL Financial Holdings Inc. | 131.3K | −10.2% | $37M | 0.2% |
MUMicron Technology Inc | 31.7K | +73.0% | $36.5M | 0.2% |
STTState Street Corp | 204.4K | −0.2% | $34.7M | 0.2% |
ITWIllinois Tool Works Inc | 122.6K | −1.3% | $33.2M | 0.1% |
MRKMerck & Co., Inc. | 257.7K | +7.4% | $33.1M | 0.1% |
HCAHCA Healthcare, Inc. | 84.3K | −0.2% | $32.9M | 0.1% |
ABBVAbbVie Inc. | 127.8K | +20.2% | $32.2M | 0.1% |
BRBroadridge Financial Solutions, Inc. | 234.3K | +41.6% | $32.1M | 0.1% |
BROBrown & Brown, Inc. | 484.1K | −27.1% | $31.1M | 0.1% |
SEISolaris Energy Infrastructure, Inc. | 385.8K | +83.7% | $31M | 0.1% |
AMDAdvanced Micro Devices Inc | 51.8K | +68.4% | $30.1M | 0.1% |
RTXRTX Corp | 158K | +13.8% | $30M | 0.1% |
TSLATesla, Inc. | 69.8K | +54.5% | $29.4M | 0.1% |
NOWServiceNow, Inc. | 277.2K | −7.9% | $27.5M | 0.1% |
VANGUARD S&P 500 ETFCommon Stock | 38.9K | +11.2% | $26.7M | 0.1% |
AZOAutoZone Inc | 7.8K | +0.1% | $24.9M | 0.1% |
CSCOCisco Systems, Inc. | 210.3K | +11.5% | $24.7M | 0.1% |
FOURShift4 Payments, Inc. | 501.1K | −27.2% | $24.4M | 0.1% |
CATCaterpillar Inc | 21.9K | +26.6% | $23.3M | 0.1% |
FCNCAFirst Citizens Bancshares Inc | 10.6K | ±0% | $22.1M | 0.1% |
EQTEQT Corp | 414.3K | +1.2% | $22M | 0.1% |
ISHARES MSCI EAFE ETF CL USD INCCommon Stock | 206.8K | −21.5% | $21.5M | 0.1% |
CVXChevron Corp | 126.6K | +3.0% | $21M | 0.1% |
MRSHMarsh & McLennan Companies, Inc. | 125.7K | −0.5% | $21M | 0.1% |
IFFInternational Flavors & Fragrances Inc | 258.4K | +1.4% | $20.5M | 0.1% |
ZBRAZebra Technologies Corp | 76.8K | −31.7% | $20.2M | 0.1% |
BACBank of America Corp | 333.7K | +25.2% | $19M | 0.1% |
INTCIntel Corp | 129.2K | +86.2% | $18M | 0.1% |
AXPAmerican Express Co | 53.2K | +12.1% | $18M | 0.1% |
ATNIATN International, Inc. | 662.5K | ±0% | $17.6M | 0.1% |
INVESCO S&P 500 EQUAL WEIGHTCommon Stock | 82K | +2.9% | $17.5M | 0.1% |
GLDSPDR Gold Trust | 47.4K | +0.2% | $17.4M | 0.1% |
LRCXLAM Research Corp | 40K | +42.7% | $17.3M | 0.1% |
IBMInternational Business Machines Corp | 60.9K | +13.0% | $17.1M | 0.1% |
ISHARES S&P 100 ETF CL USD INCCommon Stock | 46.5K | −14.6% | $17M | 0.1% |
VANGUARD TOTAL STOCK MARKET VIPERSCommon Stock | 46K | +0.5% | $17M | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 22.5K | +45.9% | $16.6M | 0.1% |
DEODiageo PLC | 198.9K | −5.1% | $16M | 0.1% |
WESTWestrock Coffee Co | 1.9M | ±0% | $15.2M | 0.1% |
PARNASSUS CORE SELECT ETFCommon Stock | 508K | −9.9% | $14.6M | 0.1% |
GEGeneral Electric Co | 38.6K | +46.3% | $14.4M | 0.1% |
PEPPepsiCo Inc | 95.6K | +0.7% | $12.9M | 0.1% |
GEVGE Vernova Inc. | 10.4K | +35.8% | $12.3M | 0.1% |
SONSonoco Products Co | 217.3K | ±0% | $12.2M | 0.1% |
GBDCGOLUB CAPITAL BDC, Inc. | 942.6K | ±0% | $12.1M | 0.1% |
KMBKimberly Clark Corp | 110.3K | +10.0% | $12.1M | 0.1% |
MOAltria Group, Inc. | 165.3K | +11.5% | $11.9M | 0.1% |
VANGUARD DIVIDEND APPRECIATION ETF ETFCommon Stock | 50K | −2.1% | $11.8M | 0.1% |
NCDLNuveen Churchill Direct Lending Corp. | 922K | ±0% | $11.5M | 0.1% |
AWKAmerican Water Works Company, Inc. | 86.2K | +1.6% | $11.3M | 0.1% |
GRBKGreen Brick Partners, Inc. | 141.6K | ±0% | $11.3M | 0.1% |
ADPAutomatic Data Processing Inc | 50.2K | +21.6% | $11.2M | 0.1% |
BXSLBlackstone Secured Lending Fund | 472.5K | +42.4% | $11.2M | 0.1% |
BROSDutch Bros Inc. | 155.4K | −6.0% | $11.2M | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 15.7K | −7.5% | $11M | 0.1% |
GSGoldman Sachs Group Inc | 10.9K | +41.6% | $11M | 0.1% |
MSMorgan Stanley | 52.5K | +50.5% | $11M | 0.1% |
AMGNAmgen Inc | 29.5K | +13.8% | $10.7M | 0.1% |
SLBSLB Limited | 229.1K | +3.7% | $10.7M | 0.1% |
GLOBAL X S&P 500 CA VAL ETFCommon Stock | 110.9K | +28.3% | $9.8M | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 20K | +3.2% | $9.6M | 0.1% |
OBDCBlue Owl Capital Corp | 852K | ±0% | $9.3M | 0.1% |
CMCSAComcast Corp | 376.2K | −13.8% | $9.2M | 0.1% |
EMREmerson Electric Co | 63.4K | +6.7% | $9.1M | 0.1% |
SNDKSandisk Corp | 3.9K | +76.8% | $8.9M | 0.1% |
QCOMQualcomm Inc | 47.4K | +26.6% | $8.8M | 0.1% |
CARRCARRIER GLOBAL Corp | 113.8K | +9.1% | $8.3M | 0.1% |
CPRTCopart Inc | 289.6K | −1.8% | $8.2M | 0.1% |
MSDLMorgan Stanley Direct Lending Fund | 539.7K | New | $8.2M | 0.1% |
GLWCorning Inc | 31.9K | +29.6% | $8.1M | 0.1% |
EOGEOG Resources Inc | 61.5K | +5.2% | $8M | 0.1% |
NVSNovartis AG | 50.8K | −14.4% | $8M | 0.1% |
NHCNational Healthcare Corp | 37.5K | ±0% | $7.9M | 0.1% |
PFEPfizer Inc | 327.9K | −4.8% | $7.9M | 0.1% |
PWRQuanta Services, Inc. | 10.9K | +13.7% | $7.8M | 0.1% |
BABoeing Co | 35.3K | −6.9% | $7.6M | 0.1% |
LOWLowe's Companies Inc | 34.4K | +2.8% | $7.6M | 0.1% |
TJXTJX Companies Inc | 49.7K | +22.1% | $7.5M | 0.1% |
ONBOld National Bancorp | 288.4K | ±0% | $7.5M | 0.1% |
WFCWells Fargo & Company | 89.5K | +58.9% | $7.4M | 0.1% |
CCitigroup Inc | 52.8K | +54.0% | $7.4M | 0.1% |
UPSUnited Parcel Service Inc | 68.2K | +14.5% | $7.3M | 0.1% |
ETNEaton Corp plc | 17K | +28.0% | $7.3M | 0.1% |
VANGUARD HIGH DVD YIELD ETFCommon Stock | 45.4K | ±0% | $7.2M | 0.1% |
NFLXNetflix Inc | 100.4K | +12.6% | $7.2M | 0.1% |
SHELShell plc | 92.2K | −7.7% | $7.1M | 0.1% |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUNDCommon Stock | 57.2K | +279.9% | $7.1M | 0.1% |
FDXFedEx Corp | 22.6K | +6.9% | $7.1M | 0.1% |
VANGUARD GROWTH ETFCommon Stock | 81.6K | +500.0% | $7M | 0.1% |
PNCPNC Financial Services Group, Inc. | 27.2K | +20.3% | $6.7M | 0.1% |
NEENextEra Energy Inc | 74K | +4.2% | $6.5M | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 8.3K | +119.7% | $6.4M | 0.1% |
TPLTexas Pacific Land Corp | 14.5K | −4.3% | $6.4M | 0.1% |
ISHARES TR RUSSELL 1000 VALUE INDEX FUNDCommon Stock | 26.1K | −7.1% | $6.3M | 0.1% |
ICEIntercontinental Exchange, Inc. | 51K | −7.3% | $6.3M | 0.1% |
WISDOMTREE US LARGECAP DIVIDCommon Stock | 64.6K | ±0% | $6.2M | 0.1% |
GWWW.W. Grainger, Inc. | 4.6K | +14.2% | $6.2M | 0.1% |
HONHoneywell International Inc | 26.3K | New | $6.1M | 0.1% |
LMTLockheed Martin Corp | 11.8K | +3.3% | $6M | 0.1% |
HEALTH CARE SELECT SECTOR SPDRCommon Stock | 37.9K | −0.1% | $6M | 0.1% |
CLColgate Palmolive Co | 64.9K | +19.9% | $6M | 0.1% |
DELLDell Technologies Inc. | 13.7K | +33.7% | $5.9M | 0.1% |
WDCWestern Digital Corp | 9.2K | +61.2% | $5.9M | 0.1% |
BXBlackstone Inc. | 50.1K | +22.2% | $5.9M | 0.1% |
DISWalt Disney Co | 61.1K | +26.1% | $5.9M | 0.1% |
STXSeagate Technology Holdings plc | 6.1K | +70.4% | $5.8M | 0.1% |
CSXCSX Corp | 122K | +25.2% | $5.8M | 0.1% |
ISHARES GLOBAL 100 ETFCommon Stock | 41.6K | −1.8% | $5.7M | 0.1% |
SPDR S&P DIVIDEND ETF ETFCommon Stock | 37.3K | −6.3% | $5.7M | 0.1% |
MCOMoody's Corp | 12.5K | +5.4% | $5.7M | 0.1% |
BMYBristol Myers Squibb Co | 97.9K | −0.5% | $5.6M | 0.1% |
PHYSSprott Physical Gold Trust | 184.5K | +6.7% | $5.6M | 0.1% |
PLTRPalantir Technologies Inc. | 47.5K | +28.2% | $5.5M | 0.1% |
VANGUARD FTSE EMERGING MARKETSCommon Stock | 91.3K | −7.5% | $5.4M | 0.1% |
COFCapital One Financial Corp | 27.1K | +65.9% | $5.4M | 0.1% |
SYKStryker Corp | 17.2K | +19.4% | $5.4M | 0.1% |
COPConocoPhillips | 52.1K | +11.6% | $5.4M | 0.1% |
MMM3M Co | 32.9K | +15.8% | $5.3M | 0.1% |
SOSouthern Co | 54.5K | +65.6% | $5.2M | 0.1% |
CMICummins Inc | 7.2K | +18.5% | $5.1M | 0.1% |
INVESCO S&P 500 QUALITY ETFCommon Stock | 56.8K | ±0% | $5.1M | 0.1% |
SYYSysco Corp | 61.3K | +25.5% | $5.1M | 0.1% |
CBChubb Ltd | 15K | +8.6% | $5.1M | 0.1% |
CBTCabot Corp | 55.4K | −0.6% | $5M | 0.1% |
VANGUARD MID-CAP ETFCommon Stock | 60.7K | +212.5% | $4.9M | 0.1% |
ISHARES RUSSELL 1000 ETFCommon Stock | 11.9K | +14.4% | $4.9M | 0.1% |
DUKDuke Energy CORP | 38.3K | +29.2% | $4.9M | 0.1% |
SBUXStarbucks Corp | 47K | +15.8% | $4.8M | 0.1% |
TDGTransDigm Group INC | 3.6K | +38.2% | $4.8M | 0.1% |
SCHWAB US DVD EQUITY ETFCommon Stock | 148.1K | +0.0% | $4.7M | 0.1% |
WMBWilliams Companies, Inc. | 62.4K | +35.3% | $4.6M | 0.1% |
CTVACorteva, Inc. | 54.8K | +1.3% | $4.6M | 0.1% |
ASMLASML Holding NV | 2.3K | +7.0% | $4.6M | 0.1% |
DHRDanaher Corp | 24.1K | +36.6% | $4.6M | 0.1% |
SHWSherwin Williams Co | 13.3K | +21.1% | $4.6M | 0.1% |
CICigna Group | 16.4K | +26.8% | $4.5M | 0.1% |
APHAmphenol Corp | 25.3K | +70.0% | $4.5M | 0.1% |
MARMarriott International Inc | 12K | +27.9% | $4.4M | 0.1% |
WTFCWintrust Financial Corp | 27.5K | ±0% | $4.4M | 0.1% |
VRTXVertex Pharmaceuticals Inc | 8.8K | +50.5% | $4.4M | 0.1% |
GLDMWorld Gold Trust | 53.9K | +1.1% | $4.3M | 0.1% |
CRMSalesforce, Inc. | 27.2K | −20.1% | $4.3M | 0.1% |
VANGUARD RUSSELL 1000 GROWTHCommon Stock | 32.5K | ±0% | $4.1M | 0.1% |
FTNTFortinet, Inc. | 26.9K | +54.3% | $4.1M | 0.1% |
MQYBlackRock Muniyield Quality Fund, Inc. | 351.2K | ±0% | $4.1M | 0.1% |
TGTTarget Corp | 30.9K | +20.0% | $4M | 0.1% |
SPDR S&P 500 FOSSIL FUEL RESCommon Stock | 65.9K | ±0% | $4M | 0.1% |
SCHWSchwab Charles Corp | 43.5K | +22.5% | $4M | 0.1% |
WALWestern Alliance Bancorporation | 48K | −17.2% | $3.9M | 0.1% |
VZVerizon Communications Inc | 92.6K | +9.4% | $3.9M | 0.1% |
TAT&T Inc. | 186K | −5.3% | $3.9M | 0.1% |
OWLBlue OWL Capital Inc. | 433.1K | −0.3% | $3.8M | 0.1% |
CVSCVS HEALTH Corp | 36K | +106.4% | $3.7M | 0.1% |
TTTrane Technologies plc | 7.5K | +25.6% | $3.7M | 0.1% |
VANGUARD FTSE DEVELOPED ETFCommon Stock | 51.2K | ±0% | $3.6M | 0.1% |
APDAir Products & Chemicals, Inc. | 12.4K | −6.9% | $3.6M | 0.1% |
LLoews Corp | 32.1K | +4.5% | $3.6M | 0.1% |
GDGeneral Dynamics Corp | 10.2K | +33.9% | $3.6M | 0.1% |
VANGUARD SMALL-CAP VIPERSCommon Stock | 11.9K | +153.1% | $3.6M | 0.1% |
APPAppLovin Corp | 6.9K | +77.1% | $3.6M | 0.1% |
NTRSNorthern Trust Corp | 20.4K | +12.6% | $3.6M | 0.1% |
BNYBank of New York Mellon Corp | 24.3K | +53.0% | $3.5M | 0.1% |
NSCNorfolk Southern Corp | 11.2K | +17.3% | $3.5M | 0.1% |
AOSSmith a O Corp | 56K | −2.0% | $3.5M | 0.1% |
ADBEAdobe Inc. | 17K | −15.3% | $3.5M | 0.1% |
VANGUARD LARGE-CAP ETFCommon Stock | 10K | ±0% | $3.4M | 0.1% |
TRGPTarga Resources Corp. | 12.6K | +65.7% | $3.4M | 0.1% |
CAPITAL GROUP GLOBAL GROWTHCommon Stock | 79.3K | ±0% | $3.4M | 0.1% |
MNSTMonster Beverage Corp | 34.9K | +29.1% | $3.4M | 0.1% |
ELVElevance Health, Inc. | 8.7K | +419.2% | $3.3M | 0.1% |
KMIKinder Morgan, Inc. | 104.4K | +60.4% | $3.3M | 0.1% |
VANGUARD RUSSELL 2000 ETFCommon Stock | 27.2K | ±0% | $3.3M | 0.1% |
CPAYCorpay, Inc. | 9.9K | +2.8% | $3.3M | 0.1% |
ISHARES S&P 500 GROWTH ETFCommon Stock | 23.9K | ±0% | $3.3M | 0.1% |
INVHInvitation Homes Inc. | 105.1K | +15.3% | $3.2M | 0.1% |
VRTVertiv Holdings Co | 9.4K | +185.5% | $3.2M | 0.1% |
MPCMarathon Petroleum Corp | 12.3K | +61.0% | $3.1M | 0.1% |
ISHARES RUSSELL MIDCAP VALUE INDEX FUNDCommon Stock | 19.1K | ±0% | $3.1M | 0.1% |
TFCTruist Financial Corp | 62.8K | +51.5% | $3.1M | 0.1% |
BABAAlibaba Group Holding Ltd | 32.5K | ±0% | $3.1M | 0.1% |
FITBFifth Third Bancorp | 55.2K | +24.8% | $3.1M | 0.1% |
HONAHoneywell Aerospace Inc. | 14K | New | $3.1M | 0.1% |
OBTOrange County Bancorp, Inc. | 84.4K | ±0% | $3.1M | 0.1% |
ISHARES CORE DIVIDEND GROWTHCommon Stock | 40.9K | ±0% | $3.1M | 0.1% |
ISHARES TRUST ISHARES ESG AWCommon Stock | 29.8K | ±0% | $3.1M | 0.1% |
AMTAmerican Tower Corp | 18.7K | +6.5% | $3.1M | 0.1% |
POSTPost Holdings, Inc. | 34.7K | ±0% | $3.1M | 0.1% |
SNPSSynopsys Inc | 6.7K | +40.2% | $3M | 0.1% |
PLDPrologis, Inc. | 22K | +50.7% | $3M | 0.1% |
JCIJohnson Controls International plc | 20.4K | +26.6% | $3M | 0.1% |
NEMNEWMONT Corp | 31.7K | +4.8% | $3M | 0.1% |
WTSWatts Water Technologies Inc | 7.6K | ±0% | $3M | 0.1% |
WELLWelltower Inc. | 12.9K | +40.0% | $2.9M | 0.1% |
AMEAMETEK Inc | 12K | +16.3% | $2.9M | 0.1% |
AFLAflac Inc | 24.7K | +36.8% | $2.9M | 0.1% |
DDOGDatadog, Inc. | 11K | +68.9% | $2.9M | 0.1% |
HWMHowmet Aerospace Inc. | 10.6K | +89.6% | $2.8M | 0.1% |
VANGUARD TOTAL INTL STOCKCommon Stock | 33.1K | +7.0% | $2.8M | 0.1% |
RVMDRevolution Medicines, Inc. | 15K | ±0% | $2.8M | 0.1% |
VLOValero Energy Corp | 10.7K | +48.5% | $2.8M | 0.1% |
SCHWAB US LARGE-CAP ETFCommon Stock | 94.5K | ±0% | $2.8M | 0.1% |
SCHWAB FNDMNTL US LRG CO ETFCommon Stock | 89.1K | +0.1% | $2.8M | 0.1% |
ALLAllstate Corp | 11.5K | +32.2% | $2.7M | 0.1% |
BXPBXP, Inc. | 40.4K | +9.6% | $2.7M | 0.1% |
GLOBAL X S&P CATH VAL DEVELCommon Stock | 67.2K | +23.0% | $2.7M | 0.1% |
PACER US CASH COWS 100 ETFCommon Stock | 42.7K | ±0% | $2.7M | 0.1% |
OKEONEOK Inc | 30.5K | +109.2% | $2.7M | 0.1% |
AEPAmerican Electric Power Co Inc | 19.3K | +13.4% | $2.6M | 0.1% |
FCXFreeport-McMoran Inc | 41.9K | +58.6% | $2.6M | 0.1% |
IAUiShares Gold Trust | 34.4K | +10.9% | $2.6M | 0.1% |
ISHARES 1-5Y INV GRADE CORPCommon Stock | 49.6K | −13.5% | $2.6M | 0.1% |
SCHWAB FNDMN INTL LRG CO ETFCommon Stock | 49.1K | +0.0% | $2.6M | 0.1% |
UBERUber Technologies, Inc | 35.6K | +24.4% | $2.6M | 0.1% |
EQIXEquinix Inc | 2.4K | +46.3% | $2.5M | 0.1% |
QQnity Electronics, Inc. | 15.4K | +19.9% | $2.5M | 0.1% |
RACEFerrari N.V. | 6.7K | +1.5% | $2.5M | 0.1% |
ISHARES RUSSELL MIDCAP GRWTHCommon Stock | 17K | ±0% | $2.5M | 0.1% |
DASHDoorDash, Inc. | 13.4K | +235.8% | $2.5M | 0.1% |
DHIHorton D R Inc | 15.2K | +79.5% | $2.5M | 0.1% |
CMECME Group Inc. | 11.2K | −14.3% | $2.5M | 0.1% |
ISHARES RUSSELL 3000 ETFCommon Stock | 5.8K | +1.9% | $2.5M | 0.1% |
DIMENSIONAL US EQ MKT ETFCommon Stock | 29.9K | ±0% | $2.4M | 0.1% |
AONAon plc | 7.4K | +12.1% | $2.4M | 0.1% |
PAYXPaychex Inc | 24.8K | +163.6% | $2.4M | 0.1% |
NXPINXP Semiconductors N.V. | 8.7K | +39.8% | $2.4M | 0.1% |
WABWestinghouse Air Brake Technologies Corp | 9K | +27.3% | $2.4M | 0.1% |
VANGUARD EXTENDED MARKET ETFCommon Stock | 9.8K | −0.1% | $2.4M | 0.1% |
MDLZMondelez International, Inc. | 41.5K | +58.4% | $2.4M | 0.1% |
GILDGilead Sciences, Inc. | 19K | −2.7% | $2.4M | 0.1% |
METMetLife Inc | 28.3K | +41.7% | $2.4M | 0.1% |
CTASCintas Corp | 14.1K | +24.3% | $2.4M | 0.1% |
EPDEnterprise Products Partners L.P. | 64.7K | +12.8% | $2.4M | 0.1% |
BNBROOKFIELD Corp | 55.8K | ±0% | $2.4M | 0.1% |
DDominion Energy, Inc | 34.5K | +84.2% | $2.4M | 0.1% |
MRVLMarvell Technology, Inc. | 7.8K | +1,706.2% | $2.3M | 0.1% |
FASTFastenal Co | 48.3K | +9.0% | $2.3M | 0.1% |
SPGSimon Property Group Inc. | 10.3K | +65.0% | $2.3M | 0.1% |
TELTE Connectivity plc | 11.3K | +14.1% | $2.3M | 0.1% |
VANGUARD INFO TECH ETFCommon Stock | 19K | +700.0% | $2.3M | 0.1% |
ETREntergy Corp | 19.7K | +15.0% | $2.3M | 0.1% |
TMUST-Mobile US, Inc. | 13.3K | −2.3% | $2.2M | 0.1% |
VANGUARD VALUE ETFCommon Stock | 10.2K | +0.0% | $2.2M | 0.1% |
PCVXVaxcyte, Inc. | 38K | ±0% | $2.2M | 0.1% |
GMGeneral Motors Co | 27.9K | +68.6% | $2.2M | 0.1% |
GISGeneral Mills Inc | 61.8K | +53.2% | $2.2M | 0.1% |
BWINBaldwin Insurance Group, Inc. | 80.7K | ±0% | $2.1M | 0.1% |
VICIVICI Properties Inc. | 80.7K | +2.5% | $2.1M | 0.1% |
RSGRepublic Services, Inc. | 10K | +31.3% | $2.1M | 0.1% |
MCKMcKesson Corp | 2.8K | +8.4% | $2.1M | 0.1% |
MLMMartin Marietta Materials Inc | 3.7K | −0.2% | $2.1M | 0.1% |
HPEHewlett Packard Enterprise Co | 47.2K | +59.3% | $2.1M | 0.1% |
HUMHumana Inc | 5.3K | +88.5% | $2.1M | 0.1% |
GS ENHANCED US EQUITY ETFCommon Stock | 46.1K | ±0% | $2.1M | 0.1% |
ISHARES MSCI USA EQUAL WEIGHCommon Stock | 18.1K | ±0% | $2.1M | 0.1% |
RCLRoyal Caribbean Cruises Ltd | 6.5K | +84.3% | $2.1M | 0.1% |
DVNDevon Energy Corp | 49.5K | +360.2% | $2M | 0.1% |
TRVTravelers Companies, Inc. | 6.2K | +46.3% | $2M | 0.1% |
ISHARES S&P 500/BARRA VALUECommon Stock | 8.9K | ±0% | $2M | 0.1% |
BIIBBiogen Inc. | 9.3K | +48.0% | $2M | 0.1% |
JBLJabil Inc | 5.2K | +26.1% | $2M | 0.1% |
WATWaters Corp | 5.3K | +74.3% | $2M | 0.1% |
DALDelta Air Lines, Inc. | 21.1K | +50.9% | $2M | 0.1% |
BXMTBlackstone Mortgage Trust, Inc. | 116.7K | +2.3% | $2M | 0.1% |
NUENucor Corp | 8.8K | +67.1% | $2M | 0.1% |
EBAYeBay Inc | 17.6K | +46.7% | $2M | 0.1% |
MTBM&T Bank Corp | 8.2K | +49.9% | $2M | 0.1% |
HOODRobinhood Markets, Inc. | 19.4K | +82.2% | $1.9M | 0.1% |
USPHU S Physical Therapy Inc | 28.2K | −0.0% | $1.9M | 0.1% |
COHRCoherent Corp. | 4.9K | +185.2% | $1.9M | 0.1% |
ROSTRoss Stores, Inc. | 9.1K | +33.3% | $1.9M | 0.1% |
ACNAccenture plc | 15.5K | +3.7% | $1.9M | 0.1% |
VANGUARD FTSE ALL-WORLD EX-UCommon Stock | 23K | ±0% | $1.9M | 0.1% |
ORealty Income Corp | 30.9K | −2.8% | $1.9M | 0.1% |
PSXPhillips 66 | 11.3K | +66.1% | $1.9M | 0.1% |
STZConstellation Brands, Inc. | 13.5K | +2.7% | $1.9M | 0.1% |
ICLRIcon PLC | 10.8K | +729.3% | $1.9M | 0.1% |
MCHPMicrochip Technology Inc | 20.4K | +22.6% | $1.9M | 0.1% |
LYVLive Nation Entertainment, Inc. | 10.2K | +65.9% | $1.9M | 0.1% |
ISHARES MBS ETFCommon Stock | 19.5K | ±0% | $1.8M | 0.1% |
MPLXMPLX LP | 32.7K | +89.4% | $1.8M | 0.1% |
EWEdwards Lifesciences Corp | 20.3K | +82.8% | $1.8M | 0.1% |
TECHNOLOGY SELECT SECTOR FUND SPDRCommon Stock | 9.6K | −1.4% | $1.8M | 0.1% |
YUMYUM Brands Inc | 11.4K | +45.1% | $1.8M | 0.1% |
INVESCO AEROSPACE & DEFENSECommon Stock | 10.2K | ±0% | $1.8M | 0.1% |
TERTeradyne, Inc | 3.7K | +32.1% | $1.8M | 0.1% |
ROPRoper Technologies Inc | 5.2K | +11.0% | $1.8M | 0.1% |
LENLennar Corp | 19.5K | +216.2% | $1.8M | 0.1% |
FBTCFidelity Wise Origin Bitcoin Fund | 34.2K | +29.5% | $1.7M | 0.1% |
ISHARES 1-3 YEAR TREASURY BOCommon Stock | 21.3K | +94.6% | $1.7M | 0.1% |
FDXFFedEx Freight Holding Company, Inc. | 11.4K | New | $1.7M | 0.1% |
NTAPNetApp, Inc. | 11.1K | +44.2% | $1.7M | 0.1% |
AZNAstraZeneca PLC | 9K | +8.5% | $1.7M | 0.1% |
ODFLOld Dominion Freight Line, Inc. | 7.8K | +34.4% | $1.7M | 0.1% |
SCHWAB FNDMNTL EM MRK EQ ETFCommon Stock | 42.3K | −4.1% | $1.7M | 0.1% |
EAElectronic Arts Inc. | 8.2K | +88.4% | $1.7M | 0.1% |
PHMPultegroup Inc | 12.1K | +38.8% | $1.7M | 0.1% |
ALBAlbemarle Corp | 12.2K | −30.9% | $1.6M | 0.1% |
ORLYO Reilly Automotive Inc | 17.8K | +25.6% | $1.6M | 0.1% |
URIUnited Rentals, Inc. | 1.4K | +94.6% | $1.6M | 0.1% |
ECGEverus Construction Group, Inc. | 9.8K | ±0% | $1.6M | 0.1% |
PYPLPayPal Holdings, Inc. | 37.2K | −9.4% | $1.6M | 0.1% |
FFord Motor Co | 115.6K | +112.1% | $1.6M | 0.1% |
CORCencora, Inc. | 5.6K | +34.6% | $1.6M | 0.1% |
ACUAcme United Corp | 33.4K | ±0% | $1.6M | 0.1% |
INVESCO S&P MIDCAP QUAL ETFCommon Stock | 14K | ±0% | $1.6M | 0.1% |
INTUIntuit Inc. | 6.1K | −15.5% | $1.6M | 0.1% |
SCHWAB FUNDAMENTAL BROAD MKTCommon Stock | 51.2K | ±0% | $1.6M | 0.1% |
COFSChoiceone Financial Services Inc | 45.8K | ±0% | $1.6M | 0.1% |
ISHARES CORE INTL STOCK ETFCommon Stock | 16.3K | +1.4% | $1.6M | 0.1% |
APOApollo Global Management, Inc. | 13K | +57.7% | $1.5M | 0.1% |
SPDR PORT TTL STCK MRKTCommon Stock | 16.9K | ±0% | $1.5M | 0.1% |
PEGPublic Service Enterprise Group Inc | 18.8K | +55.6% | $1.5M | 0.1% |
ISHARES RUSSELL MIDCAP INDEX FUNDCommon Stock | 13.8K | +22.5% | $1.5M | 0.1% |
AMPAmeriprise Financial Inc | 3.3K | +5.2% | $1.5M | 0.1% |
HIGHartford Insurance Group, Inc. | 11.4K | −4.8% | $1.5M | 0.1% |
ISHARES MSCI USA QUALITY FACCommon Stock | 6.8K | −59.4% | $1.5M | 0.1% |
EXCExelon Corp | 32.1K | +64.3% | $1.5M | 0.1% |
BDXBecton Dickinson & Co | 9.9K | −1.4% | $1.5M | 0.1% |
FIXComfort Systems USA Inc | 749 | +86.8% | $1.5M | 0.1% |
ABNBAirbnb, Inc. | 10.3K | +43.1% | $1.5M | 0.1% |
VSTVistra Corp. | 9.1K | +43.2% | $1.4M | 0.1% |
WSMWilliams Sonoma Inc | 6.2K | +27.6% | $1.4M | 0.1% |
KDPKeurig Dr Pepper Inc. | 44K | +212.3% | $1.4M | 0.1% |
EDConsolidated Edison Inc | 13K | +85.9% | $1.4M | 0.1% |
TROWPrice T Rowe Group Inc | 12.6K | +51.7% | $1.4M | 0.1% |
NOCNorthrop Grumman Corp | 2.8K | −11.7% | $1.4M | 0.1% |
DLRDigital Realty Trust, Inc. | 8K | +31.0% | $1.4M | 0.1% |
AAgilent Technologies, Inc. | 10.6K | +125.3% | $1.4M | 0.1% |
CINFCincinnati Financial Corp | 7.6K | +37.5% | $1.4M | 0.1% |
ADSKAutodesk, Inc. | 7.2K | −25.8% | $1.4M | 0.1% |
MPWRMonolithic Power Systems, Inc. | 1K | +44.9% | $1.4M | 0.1% |
GENGen Digital Inc. | 56.2K | +239.7% | $1.4M | 0.1% |
OMFOneMain Holdings, Inc. | 22.7K | New | $1.4M | 0.1% |
MASMasco Corp | 16.9K | +25.7% | $1.4M | 0.1% |
RVTYRevvity, Inc. | 12.3K | +47.2% | $1.4M | 0.1% |
PRMBPrimo Brands Corp | 56K | ±0% | $1.4M | 0.1% |
KEXKirby Corp | 10K | ±0% | $1.4M | 0.1% |
NVRNVR Inc | 199 | +82.6% | $1.4M | 0.1% |
VEEVVeeva Systems Inc | 7.6K | +71.2% | $1.3M | 0.1% |
ECHOEchoStar CORP | 13.3K | +2.9% | $1.3M | 0.1% |
KRKroger Co | 24.2K | +8.4% | $1.3M | 0.1% |
SRESempra | 14.4K | +14.7% | $1.3M | 0.1% |
RFRegions Financial Corp | 43.9K | +44.6% | $1.3M | 0.1% |
ACGLArch Capital Group Ltd. | 13.7K | −6.6% | $1.3M | 0.1% |
FANGDiamondback Energy, Inc. | 7.5K | +106.1% | $1.3M | 0.1% |
RYRoyal Bank of Canada | 6.3K | ±0% | $1.3M | 0.1% |
MELIMercadoLibre Inc | 772 | −1.8% | $1.3M | 0.1% |
ETEnergy Transfer LP | 68.5K | ±0% | $1.3M | 0.1% |
LITELumentum Holdings Inc. | 1.5K | +166.9% | $1.3M | 0.1% |
DRIDarden Restaurants Inc | 6.3K | +110.1% | $1.3M | 0.1% |
INDBIndependent Bank Corp | 15.4K | ±0% | $1.3M | 0.1% |
DDDuPont de Nemours, Inc. | 9.5K | New | $1.3M | 0.1% |
KEYKeyCorp | 55.5K | +75.4% | $1.3M | 0.1% |
MSCIMSCI Inc. | 2.3K | +31.3% | $1.3M | 0.1% |
IPInternational Paper Co | 32.8K | +19.9% | $1.3M | 0.1% |
KKRKKR & Co. Inc. | 13.6K | +24.4% | $1.2M | 0.1% |
PSAPublic Storage | 3.9K | +69.7% | $1.2M | 0.1% |
PCARPACCAR Inc | 10.3K | +0.7% | $1.2M | 0.1% |
CEGConstellation Energy Corp | 5K | −24.7% | $1.2M | 0.1% |
WECWEC Energy Group, Inc. | 10.6K | +91.4% | $1.2M | 0.1% |
SNXTD SYNNEX Corp | 4.5K | +15,479.3% | $1.2M | 0.1% |
CIENCiena Corp | 2.5K | +45.3% | $1.2M | 0.1% |
STLDSteel Dynamics Inc | 5.2K | +81.9% | $1.2M | 0.1% |
INVESCO S&P 500 EQUAL WEIGHTCommon Stock | 18.6K | ±0% | $1.2M | 0.1% |
COINCoinbase Global, Inc. | 8.2K | +55.4% | $1.2M | 0.1% |
SCHWAB US LARGE-CAP VALUECommon Stock | 34.2K | ±0% | $1.2M | 0.1% |
PFSProvident Financial Services Inc | 50.3K | ±0% | $1.2M | 0.1% |
MTDMettler Toledo International Inc | 930 | −1.5% | $1.2M | 0.1% |
VANGUARD MEGA CAP GROWTH ETFCommon Stock | 13.3K | +400.0% | $1.2M | 0.1% |
ISHARES NATIONAL MUNI BOND ECommon Stock | 10.9K | +7.8% | $1.2M | 0.1% |
AXONAxon Enterprise, Inc. | 2.1K | +116.4% | $1.2M | 0.1% |
OXYOccidental Petroleum Corp | 23.7K | +76.4% | $1.2M | 0.1% |
DOVDOVER Corp | 5.1K | +17.9% | $1.1M | 0.1% |
NVONovo Nordisk a S | 23.9K | −94.5% | $1.1M | 0.1% |
INVESCO NASDAQ 100 ETFCommon Stock | 3.8K | +816.5% | $1.1M | 0.1% |
PRUPrudential Financial Inc | 10.6K | +117.9% | $1.1M | 0.1% |
IDXXIDEXX Laboratories Inc | 2.2K | −0.7% | $1.1M | 0.1% |
UBSUBS Group AG | 22.8K | −43.0% | $1.1M | 0.1% |
MAAMid America Apartment Communities Inc. | 8K | +22.2% | $1.1M | 0.1% |
IBKRInteractive Brokers Group, Inc. | 12.7K | +49.5% | $1.1M | 0.1% |
FERGFerguson Enterprises Inc. | 4.6K | +20.2% | $1.1M | 0.1% |
INNOVATOR U.S. EQUITY POWERCommon Stock | 22.5K | ±0% | $1.1M | 0.1% |
SLMSLM Corp | 41.8K | +12,722.1% | $1.1M | 0.1% |
VRSKVerisk Analytics, Inc. | 6K | +16.2% | $1.1M | 0.1% |
MSIMotorola Solutions, Inc. | 2.6K | −3.5% | $1.1M | 0.1% |
VANECK SEMICONDUCTOR ETFCommon Stock | 1.6K | −4.7% | $1.1M | 0.1% |
SNASnap-on Inc | 2.6K | +33.2% | $1.1M | 0.1% |
WRBBerkley W R Corp | 15.1K | +55.1% | $1.1M | 0.1% |
ISHARES S&P SMALL-CAP 600 VACommon Stock | 7.7K | +10.2% | $1.1M | 0.1% |
CFCF Industries Holdings, Inc. | 9.7K | +6.9% | $1.1M | 0.1% |
WBDWarner Bros. Discovery, Inc. | 39.4K | +11.8% | $1M | 0.1% |
STWDStarwood Property Trust, Inc. | 63.9K | +35.1% | $1M | 0.1% |
KVUEKenvue Inc. | 54.7K | +37.2% | $1M | 0.1% |
EXPDExpeditors International of Washington Inc | 6.4K | −1.0% | $1M | 0.1% |
BKRBaker Hughes Co | 18.8K | +50.1% | $1M | 0.1% |
HALHalliburton Co | 30.7K | +39.5% | $1M | 0.1% |
IRMIron Mountain Inc | 8.2K | +55.9% | $1M | 0.1% |
BENFranklin Templeton Inc | 31K | +19.0% | $1M | 0.1% |
CFGCitizens Financial Group Inc | 14.6K | +51.6% | $1M | 0.1% |
CAHCardinal Health Inc | 4.3K | +50.2% | $1M | 0.1% |
DIMENSIONAL US MARKETWIDE VACommon Stock | 18.6K | ±0% | $1M | 0.1% |