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Hills Bank & Trust Co

· CIK 0001309148
13F Portfolio $2.1B AUM 525 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 3,547,258 $271.5M 13.12% +3.1M +763.4% $76.54
2 VEA VANGUARD TAX-MANAGED FDS 2,247,545 $144.0M 6.96% +21K +1.0% $64.08
3 SPY STATE STR SPDR S&P 500 ETF T Financial Services 211,370 $137.5M 6.64% -3K -1.3% $650.34
4 AVLC AMERICAN CENTY ETF TR 1,188,777 $92.2M 4.46% +1.2M +8110.4% $77.55
5 SPMD SPDR SERIES TRUST 1,293,637 $76.6M 3.70% +15K +1.2% $59.22
6 FTRB FEDERATED HERMES ETF TRUST 2,842,568 $71.5M 3.46% +205K +7.8% $25.15
7 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 115,410 $71.2M 3.44% -2K -1.9% $616.76
8 VWO VANGUARD INTL EQUITY INDEX F 1,124,915 $60.8M 2.94% +41K +3.8% $54.05
9 GII SPDR INDEX SHS FDS 762,289 $57.9M 2.80% +389K +104.2% $76.02
10 BSCQ INVESCO EXCH TRD SLF IDX FD 2,922,854 $57.1M 2.76% +99K +3.5% $19.53
11 BSCR INVESCO EXCH TRD SLF IDX FD 2,649,128 $52.0M 2.51% +122K +4.8% $19.63
12 BSCS INVESCO EXCH TRD SLF IDX FD 2,480,768 $50.7M 2.45% +94K +3.9% $20.42
13 BSCT INVESCO EXCH TRD SLF IDX FD 2,452,536 $45.8M 2.21% +126K +5.4% $18.66
14 BSCU INVESCO EXCH TRD SLF IDX FD 2,621,207 $43.8M 2.12% +136K +5.5% $16.72
15 BSCV INVESCO EXCH TRD SLF IDX FD 2,624,341 $43.2M 2.09% +235K +9.8% $16.46
16 NVDA NVIDIA CORPORATION Technology 226,736 $39.5M 1.91% -6K -2.5% $174.40
17 GOOGL ALPHABET INC Communication Services 114,921 $33.0M 1.59% -3K -2.5% $286.86
18 AAPL APPLE INC Technology 128,289 $32.6M 1.57% $253.79
19 GUNR FLEXSHARES TR 512,329 $28.3M 1.37% -32K -5.8% $55.16
20 BND VANGUARD BD INDEX FDS 360,158 $26.5M 1.28% +8K +2.2% $73.64
21 MSFT MICROSOFT CORP Technology 70,639 $26.1M 1.26% -4K -4.9% $370.17
22 JPIB J P MORGAN EXCHANGE TRADED F 417,820 $20.0M 0.97% +30K +7.7% $47.82
23 DFIC DIMENSIONAL ETF TRUST 460,089 $16.3M 0.79% +109K +31.2% $35.53
24 JPM JPMORGAN CHASE & CO Financial Services 53,781 $15.8M 0.77% -2K -3.6% $294.16
25 EFA ISHARES TR 161,982 $15.7M 0.76% +1K +0.9% $97.13
26 FAST FASTENAL CO Industrials 337,690 $15.7M 0.76% -16K -4.4% $46.40
27 BSMT INVESCO EXCH TRD SLF IDX FD 659,279 $15.2M 0.73% +26K +4.1% $23.02
28 PG PROCTER & GAMBLE CO Consumer Defensive 104,803 $15.1M 0.73% -2K -1.6% $144.44
29 SPYV SPDR SERIES TRUST 248,701 $14.1M 0.68% -352K -58.6% $56.58
30 AMZN AMAZON COM INC Consumer Cyclical 65,894 $13.7M 0.66% -3K -4.3% $208.27
31 IBMP ISHARES TR 443,458 $11.3M 0.55% +7K +1.6% $25.44
32 IBMQ ISHARES TR 397,905 $10.2M 0.49% +7K +1.7% $25.53
33 BSMU INVESCO EXCH TRD SLF IDX FD 460,879 $10.1M 0.49% +29K +6.6% $21.81
34 BSMV INVESCO EXCH TRD SLF IDX FD 479,643 $10.0M 0.48% +38K +8.6% $20.88
35 IBMO ISHARES TR 390,183 $10.0M 0.48% $25.63
36 HD HOME DEPOT INC Consumer Cyclical 29,707 $9.8M 0.47% -669 -2.2% $328.89
37 JNJ JOHNSON & JOHNSON Healthcare 33,869 $8.3M 0.40% -229 -0.7% $244.44
38 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 8,045 $8.0M 0.39% -446 -5.2% $996.43
39 MA MASTERCARD INCORPORATED Financial Services 15,947 $8.0M 0.39% -1K -6.8% $499.66
40 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 47,757 $7.5M 0.36% -2K -4.1% $157.28
41 META META PLATFORMS INC Communication Services 12,974 $7.4M 0.36% -492 -3.6% $572.13
42 XOM EXXON MOBIL CORP Energy 43,231 $7.3M 0.35% -704 -1.6% $169.66
43 VOO VANGUARD INDEX FDS 11,735 $7.0M 0.34% -216 -1.8% $597.55
44 MCD MCDONALDS CORP Consumer Cyclical 20,027 $6.2M 0.30% -226 -1.1% $310.79
45 IJR ISHARES TR 49,963 $6.2M 0.30% $124.31
46 KLAC KLA CORP Technology 4,087 $6.0M 0.29% +35 +0.9% $1472.41
47 ITW ILLINOIS TOOL WKS INC Industrials 23,046 $6.0M 0.29% -416 -1.8% $260.29
48 PANW PALO ALTO NETWORKS INC Technology 37,361 $6.0M 0.29% -2K -4.7% $160.32
49 BSMS INVESCO EXCH TRD SLF IDX FD 246,890 $5.8M 0.28% +29K +13.2% $23.40
50 TJX TJX COS INC NEW Consumer Cyclical 35,416 $5.7M 0.27% -2K -5.4% $159.70
51 BSMR INVESCO EXCH TRD SLF IDX FD 230,415 $5.5M 0.26% +24K +11.6% $23.65
52 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,747 $5.3M 0.26% -116 -1.1% $491.53
53 ORCL ORACLE CORP Technology 35,000 $5.1M 0.25% -2K -4.8% $147.11
54 LNT ALLIANT ENERGY CORP Utilities 71,717 $5.1M 0.25% $71.76
55 CVX CHEVRON CORPORATION Energy 23,327 $4.8M 0.23% -853 -3.5% $206.90
56 PEP PEPSICO INC Consumer Defensive 30,057 $4.7M 0.23% -476 -1.6% $155.29
57 V VISA INC Financial Services 14,976 $4.5M 0.22% +588 +4.1% $302.24
58 VTI VANGUARD INDEX FDS 13,516 $4.3M 0.21% +214 +1.6% $320.81
59 RWO SPDR INDEX SHS FDS 88,661 $4.1M 0.20% -23K -20.6% $45.77
60 DE DEERE & CO Industrials 7,171 $4.0M 0.20% $563.30
61 BSMQ INVESCO EXCH TRD SLF IDX FD 168,625 $4.0M 0.19% -36K -17.6% $23.63
62 CSCO CISCO SYS INC Technology 50,838 $3.9M 0.19% -3K -5.0% $77.59
63 ABT ABBOTT LABORATORIES Healthcare 35,816 $3.7M 0.18% -5K -12.9% $102.67
64 XLB SELECT SECTOR SPDR TR 73,250 $3.7M 0.18% +16K +28.5% $49.97
65 CATX PERSPECTIVE THERAPEUTICS INC Healthcare 872,200 $3.6M 0.18% -66K -7.0% $4.17
66 BRK/A BERKSHIRE HATHAWAY INC DEL 5 $3.6M 0.17% $718140.00
67 GNR SPDR INDEX SHS FDS 44,967 $3.4M 0.16% $74.67
68 CVS CVS HEALTH CORP Healthcare 45,751 $3.3M 0.16% -5K -9.9% $71.82
69 DHR DANAHER CORP DEL Healthcare 17,113 $3.2M 0.16% -514 -2.9% $189.60
70 NSC NORFOLK SOUTHN CORP Industrials 11,034 $3.2M 0.15% -1K -11.2% $287.00
71 LLY ELI LILLY & CO Healthcare 3,419 $3.1M 0.15% +242 +7.6% $919.77
72 BRK/B BERKSHIRE HATHAWAY INC DEL 6,443 $3.1M 0.15% +1K +19.2% $479.20
73 KO COCA COLA CO Consumer Defensive 37,836 $2.9M 0.14% -2K -4.9% $76.05
74 BSMW INVESCO EXCH TRD SLF IDX FD 115,584 $2.9M 0.14% +6K +5.1% $24.85
75 CBOE CBOE GLOBAL MKTS INC Financial Services 10,133 $2.8M 0.14% $281.07
76 GWW WW GRAINGER INC Industrials 2,535 $2.8M 0.13% -31 -1.2% $1090.81
77 RSPT INVESCO EXCHANGE TRADED FD T 59,329 $2.7M 0.13% +32K +116.0% $45.26
78 BSSX INVESCO EXCH TRD SLF IDX FD 105,261 $2.7M 0.13% +5K +4.5% $25.42
79 BSMY INVESCO EXCH TRD SLF IDX FD 110,162 $2.7M 0.13% +4K +3.9% $24.26
80 USB US BANCORP Financial Services 50,655 $2.6M 0.13% $52.01
81 VGSH VANGUARD SCOTTSDALE FDS 42,931 $2.5M 0.12% +6K +15.0% $58.54
82 ISRG INTUITIVE SURGICAL INC Healthcare 5,304 $2.4M 0.12% +149 +2.9% $460.99
83 XLRE SELECT SECTOR SPDR TR 59,516 $2.4M 0.12% +26K +77.2% $40.83
84 XLU SELECT SECTOR SPDR TR 52,285 $2.4M 0.12% +21K +64.8% $45.89
85 VXUS VANGUARD STAR FDS 30,987 $2.4M 0.12% +461 +1.5% $77.11
86 VXF VANGUARD INDEX FDS 11,610 $2.4M 0.12% -338 -2.8% $205.80
87 ADI ANALOG DEVICES INC Technology 7,354 $2.3M 0.11% -1K -12.2% $318.14
88 RSPN INVESCO EXCHANGE TRADED FD T 40,597 $2.3M 0.11% +19K +90.1% $57.58
89 CRM SALESFORCE INC Technology 12,319 $2.3M 0.11% -4K -26.2% $186.67
90 IBM INTERNATIONAL BUSINESS MACHS Technology 9,414 $2.3M 0.11% -442 -4.5% $242.39
91 RSPH INVESCO EXCHANGE TRADED FD T 73,660 $2.2M 0.11% +32K +78.3% $30.19
92 IAK ISHARES TR 17,160 $2.2M 0.11% +2K +11.5% $128.29
93 FISV FISERV INC Technology 39,218 $2.2M 0.11% -2K -5.4% $55.80
94 REET ISHARES TR 84,877 $2.1M 0.10% -5K -5.7% $25.15
95 EMR EMERSON ELEC CO Industrials 16,086 $2.1M 0.10% -1K -6.8% $131.02
96 COR CENCORA INC Healthcare 6,679 $2.1M 0.10% -786 -10.5% $314.14
97 GD GENERAL DYNAMICS CORP Industrials 6,006 $2.1M 0.10% -594 -9.0% $343.22
98 DIS DISNEY WALT CO Communication Services 21,207 $2.0M 0.10% -2K -9.7% $96.38
99 AMD ADVANCED MICRO DEVICES INC Technology 9,886 $2.0M 0.10% -1K -10.3% $203.43
100 AMT AMERICAN TOWER CORP Real Estate 11,522 $2.0M 0.10% -3K -22.4% $172.58
101 SPGI S&P GLOBAL INC Financial Services 4,605 $2.0M 0.10% -252 -5.2% $425.34
102 RSPD INVESCO EXCHANGE TRADED FD T 35,492 $1.9M 0.09% +18K +98.8% $53.53
103 NKE NIKE INC Consumer Cyclical 35,403 $1.9M 0.09% -5K -12.6% $52.82
104 IJH ISHARES TR 27,578 $1.9M 0.09% +745 +2.8% $67.53
105 XLK SELECT SECTOR SPDR TR 13,753 $1.8M 0.09% +13K +1296.2% $132.90
106 ECL ECOLAB INC Basic Materials 6,818 $1.8M 0.09% -243 -3.4% $266.02
107 NEE NEXTERA ENERGY INC Utilities 19,048 $1.8M 0.09% -3K -14.2% $92.88
108 CAT CATERPILLAR INC Industrials 2,468 $1.7M 0.09% -255 -9.4% $708.46
109 SCHW SCHWAB CHARLES CORP Financial Services 18,560 $1.7M 0.08% -2K -7.9% $93.98
110 WMT WALMART INC Consumer Defensive 13,817 $1.7M 0.08% +3K +25.0% $124.28
111 AVGO BROADCOM INC Technology 5,376 $1.7M 0.08% +885 +19.7% $309.51
112 GE GE AEROSPACE Industrials 5,721 $1.6M 0.08% +447 +8.5% $283.77
113 ONEQ FIDELITY COMWLTH TR 19,079 $1.6M 0.08% $84.91
114 INTC INTEL CORP Technology 36,319 $1.6M 0.08% +2K +6.9% $44.13
115 UNP UNION PAC CORP Industrials 6,600 $1.6M 0.08% $242.62
116 IBDR ISHARES TR 64,597 $1.6M 0.08% $24.24
117 EOG EOG RES INC Energy 10,690 $1.5M 0.07% -2K -16.6% $144.57
118 HON HONEYWELL INTL INC Industrials 6,766 $1.5M 0.07% -764 -10.2% $226.03
119 DCI DONALDSON INC Industrials 17,894 $1.5M 0.07% -408 -2.2% $84.87
120 ASML ASML HLDG NV Technology 1,147 $1.5M 0.07% $1320.83
121 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 46,971 $1.5M 0.07% -14K -22.3% $32.01
122 RTX RTX CORPORATION Industrials 7,704 $1.5M 0.07% -1K -12.5% $192.90
123 ABBV ABBVIE INC Healthcare 6,730 $1.5M 0.07% +589 +9.6% $217.49
124 MDLZ MONDELEZ INTL INC Consumer Defensive 25,262 $1.5M 0.07% -9K -26.2% $57.64
125 CBRE CBRE GROUP INC Real Estate 10,721 $1.5M 0.07% $135.46
126 BA BOEING CO Industrials 7,288 $1.5M 0.07% -805 -9.9% $199.03
127 BX BLACKSTONE INC Financial Services 12,344 $1.4M 0.07% -2K -14.7% $114.99
128 TSLA TESLA INC Consumer Cyclical 3,734 $1.4M 0.07% +1K +44.2% $371.75
129 IBMR ISHARES TR 54,448 $1.4M 0.07% +2K +4.6% $25.35
130 IBDW ISHARES TR 64,692 $1.4M 0.07% NEW $20.93
131 VMC VULCAN MATLS CO Basic Materials 4,969 $1.4M 0.07% -64 -1.3% $272.30
132 TDG TRANSDIGM GROUP INC Industrials 1,158 $1.3M 0.07% $1158.96
133 GOOGL ALPHABET INC Communication Services 4,615 $1.3M 0.06% -141 -3.0% $287.56
134 ETN EATON CORP PLC Industrials 3,656 $1.3M 0.06% -1K -25.0% $357.67
135 SLB SLB LIMITED Energy 24,480 $1.3M 0.06% -6K -20.2% $51.39
136 IBDS ISHARES TR 51,437 $1.2M 0.06% NEW $24.24
137 MRSH MARSH & MCLENNAN COS INC Financial Services 7,154 $1.2M 0.06% -2K -19.1% $173.45
138 GEV GE VERNOVA INC Utilities 1,417 $1.2M 0.06% +123 +9.5% $872.90
139 SOJF SOUTHERN CO Utilities 12,659 $1.2M 0.06% -258 -2.0% $96.52
140 ALL ALLSTATE CORP Financial Services 5,890 $1.2M 0.06% -81 -1.4% $207.34
141 FCX FREEPORT MCMORAN INC Basic Materials 20,766 $1.2M 0.06% -2K -8.0% $58.78
142 MS MORGAN STANLEY Financial Services 7,402 $1.2M 0.06% +527 +7.7% $164.57
143 RSPG INVESCO EXCHANGE TRADED FD T 11,107 $1.2M 0.06% +4K +50.5% $109.47
144 WCN WASTE CONNECTIONS INC Industrials 7,448 $1.2M 0.06% -116 -1.5% $162.44
145 RSPF INVESCO EXCHANGE TRADED FD T 16,898 $1.2M 0.06% +8K +93.6% $71.39
146 HEI/A HEICO CORP NEW 5,679 $1.2M 0.06% $211.09
147 WFC WELLS FARGO & CO Financial Services 15,052 $1.2M 0.06% -1K -7.2% $79.61
148 IHF ISHARES TR 28,371 $1.2M 0.06% -594 -2.0% $41.85
149 DUT MOODYS CORP 2,660 $1.2M 0.06% -91 -3.3% $436.25
150 AXP AMERICAN EXPRESS CO Financial Services 3,812 $1.2M 0.06% +118 +3.2% $302.48
151 IBMT ISHARES TR 44,883 $1.2M 0.06% +20K +80.8% $25.67
152 BMY BRISTOL-MYERS SQUIBB CO Healthcare 18,563 $1.1M 0.05% -5K -22.8% $60.65
153 GSK GSK PLC Healthcare 20,139 $1.1M 0.05% -9K -29.8% $55.19
154 BDX BECTON DICKINSON & CO Healthcare 6,968 $1.1M 0.05% -1K -14.1% $157.23
155 ADP AUTOMATIC DATA PROCESSING IN Industrials 5,223 $1.1M 0.05% -125 -2.3% $203.18
156 VZ VERIZON COMMUNICATIONS INC Communication Services 20,475 $1.0M 0.05% -1K -5.9% $50.20
157 PM PHILIP MORRIS INTL INC Consumer Defensive 5,934 $981K 0.05% +424 +7.7% $165.34
158 VLTO VERALTO CORP Industrials 10,978 $971K 0.05% -3K -20.4% $88.42
159 QCOM QUALCOMM INC Technology 7,488 $964K 0.05% -1K -15.0% $128.78
160 BLK BLACKROCK INC Financial Services 965 $928K 0.04% +63 +7.0% $961.71
161 XLF SELECT SECTOR SPDR TR 18,553 $916K 0.04% NEW $49.37
162 AFL AFLAC INC Financial Services 8,254 $906K 0.04% +94 +1.1% $109.71
163 DUK DUKE ENERGY CORP NEW Utilities 6,722 $880K 0.04% -941 -12.3% $130.94
164 IGV ISHARES TR 10,957 $877K 0.04% NEW $80.05
165 TECH BIO-TECHNE CORP Healthcare 16,670 $871K 0.04% -252 -1.5% $52.26
166 XLC SELECT SECTOR SPDR TR 7,715 $855K 0.04% NEW $110.86
167 TROW PRICE T ROWE GROUP INC Financial Services 9,462 $853K 0.04% -730 -7.2% $90.14
168 XLY SELECT SECTOR SPDR TR 7,764 $846K 0.04% NEW $108.98
169 DSI ISHARES TR 6,938 $841K 0.04% $121.19
170 HTLD HEARTLAND EXPRESS INC Industrials 79,599 $828K 0.04% $10.40
171 PFE PFIZER INC Healthcare 29,104 $817K 0.04% -13K -30.8% $28.08
172 IDXX IDEXX LABS INC Healthcare 1,443 $811K 0.04% $561.89
173 CDNS CADENCE DESIGN SYSTEM INC Technology 2,893 $804K 0.04% $277.87
174 MKL MARKEL GROUP INC Financial Services 414 $792K 0.04% -35 -7.8% $1914.07
175 SUSA ISHARES TR 5,939 $785K 0.04% $132.10
176 IEMG ISHARES INC 10,928 $762K 0.04% +1K +10.6% $69.75
177 RSPS INVESCO EXCHANGE TRADED FD T 25,656 $757K 0.04% +9K +54.1% $29.50
178 SCHB SCHWAB STRATEGIC TR 30,000 $753K 0.04% $25.10
179 UBER UBER TECHNOLOGIES INC Technology 10,157 $731K 0.04% +2K +24.9% $71.93
180 SYK STRYKER CORPORATION Healthcare 2,176 $715K 0.04% $328.59
181 NDQ INVESCO QQQ TR 1,223 $706K 0.03% -219 -15.2% $577.18
182 XLP SELECT SECTOR SPDR TR 8,455 $693K 0.03% +4K +107.4% $81.98
183 C CITIGROUP INC Financial Services 6,002 $681K 0.03% -1K -16.6% $113.41
184 PAYX PAYCHEX INC Industrials 7,362 $678K 0.03% -528 -6.7% $92.12
185 TFC TRUIST FINL CORP Financial Services 14,641 $673K 0.03% -2K -9.9% $45.97
186 AON AON PLC Financial Services 2,062 $666K 0.03% -111 -5.1% $322.78
187 T AT&T INC Communication Services 22,926 $665K 0.03% $28.99
188 MRK MERCK & CO INC Healthcare 5,493 $661K 0.03% +1K +25.6% $120.29
189 CMCSA COMCAST CORP NEW Communication Services 22,419 $644K 0.03% -517 -2.2% $28.71
190 BIIB BIOGEN INC Healthcare 3,490 $640K 0.03% -1K -24.4% $183.33
191 XLV SELECT SECTOR SPDR TR 4,350 $638K 0.03% NEW $146.61
192 VEEV VEEVA SYS INC Healthcare 3,570 $627K 0.03% $175.66
193 SU SUNCOR ENERGY INC NEW Energy 9,417 $623K 0.03% $66.11
194 BAC BANK AMERICA CORP Financial Services 12,296 $599K 0.03% +3K +27.2% $48.75
195 XLI SELECT SECTOR SPDR TR 3,588 $580K 0.03% NEW $161.73
196 NOW SERVICENOW INC Technology 5,515 $577K 0.03% -2K -27.1% $104.55
197 IBDV ISHARES TR 25,900 $567K 0.03% NEW $21.89
198 ES EVERSOURCE ENERGY Utilities 8,117 $562K 0.03% -447 -5.2% $69.28
199 ACN ACCENTURE PLC IRELAND Technology 2,808 $557K 0.03% -881 -23.9% $198.29
200 MPWR MONOLITHIC PWR SYS INC Technology 494 $540K 0.03% -70 -12.4% $1093.35
201 MTDR MATADOR RES CO Energy 8,500 $537K 0.03% $63.18
202 GTOP GOLDMAN SACHS ETF TR 14,613 $529K 0.03% NEW $36.21
203 MAS MASCO CORP Industrials 8,644 $522K 0.03% $60.37
204 IWF ISHARES TR 1,221 $521K 0.03% $426.40
205 FTAIN FTAI AVIATION LTD Industrials 2,102 $515K 0.03% $245.00
206 NFLX NETFLIX INC. Communication Services 5,351 $514K 0.03% -1K -16.1% $96.15
207 VTV VANGUARD INDEX FDS 2,597 $510K 0.03% $196.20
208 CI THE CIGNA GROUP Healthcare 1,908 $509K 0.03% $266.75
209 RSPC INVESCO EXCHANGE TRADED FD T 13,606 $509K 0.03% +6K +85.5% $37.40
210 AMAT APPLIED MATLS INC Technology 1,452 $496K 0.02% +358 +32.7% $341.79
211 MIDD MIDDLEBY CORP Industrials 3,742 $496K 0.02% $132.58
212 GWRE GUIDEWIRE SOFTWARE INC Technology 3,256 $487K 0.02% +47 +1.5% $149.56
213 XEL XCEL ENERGY INC Utilities 6,120 $486K 0.02% -64 -1.0% $79.44
214 MSI MOTOROLA SOLUTIONS INC Technology 1,118 $485K 0.02% $433.97
215 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 7,874 $483K 0.02% -48 -0.6% $61.35
216 XLE SELECT SECTOR SPDR TR 7,838 $480K 0.02% +5K +212.5% $61.26
217 IBRX IMMUNITYBIO INC Healthcare 62,285 $478K 0.02% +21K +52.1% $7.67
218 CPRT COPART INC Industrials 14,200 $471K 0.02% $33.20
219 DD DUPONT DE NEMOURS INC Basic Materials 10,010 $458K 0.02% -2K -16.2% $45.80
220 PSX PHILLIPS 66 Energy 2,450 $446K 0.02% -100 -3.9% $182.18
221 BIV VANGUARD BD INDEX FDS 5,702 $440K 0.02% $77.18
222 RSP INVESCO EXCHANGE TRADED FD T 2,263 $434K 0.02% $191.92
223 IBDT ISHARES TR 16,878 $428K 0.02% +10K +161.4% $25.33
224 LOW LOWES COS INC Consumer Cyclical 1,806 $427K 0.02% $236.28
225 AMGN AMGEN INC Healthcare 1,211 $426K 0.02% +242 +25.0% $351.85
226 AMP AMERIPRISE FINL INC Financial Services 932 $414K 0.02% $444.40
227 EW EDWARDS LIFESCIENCES CORP Healthcare 5,086 $407K 0.02% $80.08
228 EAGG ISHARES TR 8,560 $407K 0.02% +312 +3.8% $47.55
229 CSGP COSTAR GROUP INC Real Estate 9,434 $381K 0.02% -70 -0.7% $40.34
230 IBMS ISHARES TR 14,602 $377K 0.02% +8K +115.8% $25.83
231 TPR TAPESTRY INC Consumer Cyclical 2,635 $372K 0.02% -1K -30.9% $141.11
232 YUM YUM BRANDS INC Consumer Cyclical 2,375 $369K 0.02% $155.48
233 TYL TYLER TECHNOLOGIES INC Technology 1,061 $363K 0.02% $342.38
234 COF CAPITAL ONE FINL CORP Financial Services 1,987 $362K 0.02% -23 -1.1% $182.43
235 PBE INVESCO EXCHANGE TRADED FD T 4,559 $361K 0.02% $79.18
236 PCOR PROCORE TECHNOLOGIES INC Technology 6,330 $361K 0.02% +126 +2.0% $57.00
237 KNSL KINSALE CAP GROUP INC Financial Services 1,054 $360K 0.02% -19 -1.8% $341.66
238 EFIV SPDR SERIES TRUST 5,621 $355K 0.02% -465 -7.6% $63.08
239 COP CONOCOPHILLIPS Energy 2,682 $354K 0.02% $132.00
240 XOEX DBX ETF TR 9,948 $353K 0.02% -643 -6.1% $35.44
241 LMT LOCKHEED MARTIN CORP Industrials 578 $349K 0.02% $604.39
242 FEDM FLEXSHARES TR 5,971 $349K 0.02% +1K +28.7% $58.47
243 MU MICRON TECHNOLOGY INC Technology 1,026 $347K 0.02% +589 +134.8% $337.84
244 SHW SHERWIN WILLIAMS CO Basic Materials 1,056 $339K 0.02% -24 -2.2% $320.55
245 ESML ISHARES TR 7,149 $336K 0.02% $47.02
246 IBDU ISHARES TR 14,430 $336K 0.02% NEW $23.26
247 MMM 3M CO Industrials 2,277 $331K 0.02% $145.23
248 VIG VANGUARD SPECIALIZED FUNDS 1,531 $329K 0.02% $215.06
249 FDX FEDEX CORP Industrials 914 $326K 0.02% -6 -0.7% $356.18
250 PYPL PAYPAL HLDGS INC Financial Services 7,090 $321K 0.02% -6K -43.8% $45.23
251 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,540 $320K 0.01% -4K -55.8% $90.42
252 IBTG ISHARES TR 13,868 $318K 0.01% +158 +1.1% $22.91
253 CASY CASEYS GEN STORES INC Consumer Cyclical 435 $317K 0.01% -10 -2.2% $727.86
254 HAL HALLIBURTON CO Energy 7,905 $308K 0.01% -135 -1.7% $38.99
255 ROP ROPER TECHNOLOGIES INC Industrials 869 $308K 0.01% $353.86
256 EBAY EBAY INC. Consumer Cyclical 3,193 $291K 0.01% $91.02
257 MO ALTRIA GROUP INC Consumer Defensive 4,398 $290K 0.01% -1K -18.5% $65.99
258 SUB ISHARES TR 2,702 $288K 0.01% $106.50
259 ROK ROCKWELL AUTOMATION INC Industrials 787 $282K 0.01% $358.88
260 DOV DOVER CORP Industrials 1,350 $281K 0.01% $208.45
261 VTEB VANGUARD MUN BD FDS 5,614 $280K 0.01% $49.89
262 HHH HOWARD HUGHES HOLDINGS INC Real Estate 4,421 $280K 0.01% $63.26
263 IBTH ISHARES TR 12,370 $277K 0.01% +180 +1.5% $22.43
264 WAT WATERS CORP Healthcare 925 $275K 0.01% NEW $297.80
265 URI UNITED RENTALS INC Industrials 377 $275K 0.01% $728.56
266 IBDX ISHARES TR 10,537 $266K 0.01% NEW $25.27
267 TMUS T-MOBILE US INC Communication Services 1,259 $264K 0.01% NEW $210.03
268 CLX CLOROX CO DEL Consumer Defensive 2,542 $263K 0.01% $103.63
269 DGX QUEST DIAGNOSTICS INC Healthcare 1,334 $261K 0.01% +40 +3.1% $195.98
270 IVV ISHARES TR 399 $261K 0.01% -753 -65.4% $653.21
271 EEM ISHARES TR 4,479 $254K 0.01% $56.79
272 IVE ISHARES TR 1,146 $242K 0.01% $211.15
273 UNH UNITEDHEALTH GROUP INC Healthcare 889 $241K 0.01% +151 +20.5% $270.59
274 TRMB TRIMBLE INC Technology 3,677 $240K 0.01% $65.23
275 AEP AMERICAN ELEC PWR CO INC Utilities 1,817 $238K 0.01% -92 -4.8% $131.08
276 BP BP PLC Energy 4,988 $234K 0.01% $47.00
277 AGG ISHARES TR 2,346 $233K 0.01% $99.27
278 LRCX LAM RESEARCH CORP Technology 1,087 $232K 0.01% +499 +84.9% $213.66
279 DVY ISHARES TR 1,510 $229K 0.01% $151.41
280 DFAC DIMENSIONAL ETF TRUST 5,841 $227K 0.01% -1K -18.6% $38.86
281 AKAM AKAMAI TECHNOLOGIES INC Technology 1,953 $224K 0.01% $114.85
282 FTV FORTIVE CORP Technology 4,044 $224K 0.01% $55.28
283 PLTR PALANTIR TECHNOLOGIES INC Technology 1,519 $222K 0.01% +675 +80.0% $146.28
284 NVS NOVARTIS AG Healthcare 1,412 $216K 0.01% $152.75
285 EXPD EXPEDITORS INTL WASH INC Industrials 1,495 $214K 0.01% $143.23
286 JPST J P MORGAN EXCHANGE TRADED F 4,174 $211K 0.01% $50.61
287 WMB WILLIAMS COS INC Energy 2,854 $208K 0.01% -100 -3.4% $72.78
288 SNPS SYNOPSYS INC Technology 514 $204K 0.01% -32 -5.9% $396.48
289 TXN TEXAS INSTRS INC Technology 1,014 $197K 0.01% +304 +42.8% $194.14
290 WEC WEC ENERGY GROUP INC Utilities 1,686 $195K 0.01% -187 -10.0% $115.77
291 GS GOLDMAN SACHS GROUP INC Financial Services 226 $191K 0.01% NEW $845.99
292 VRSK VERISK ANALYTICS INC Industrials 993 $188K 0.01% -17 -1.7% $189.75
293 POOL POOL CORP Industrials 930 $188K 0.01% $202.33
294 SPDW SPDR INDEX SHS FDS 4,055 $185K 0.01% $45.65
295 WM WASTE MGMT INC DEL Industrials 804 $185K 0.01% $229.79
296 VGT VANGUARD WORLD FD 262 $183K 0.01% NEW $697.72
297 JMST J P MORGAN EXCHANGE TRADED F 3,574 $182K 0.01% $50.98
298 MANH MANHATTAN ASSOCIATES INC Technology 1,337 $178K 0.01% -50 -3.6% $133.12
299 IEFA ISHARES TR 1,964 $178K 0.01% +469 +31.4% $90.53
300 PWR QUANTA SVCS INC Industrials 321 $176K 0.01% $549.02
301 SUSB ISHARES TR 6,973 $175K 0.01% +279 +4.2% $25.06
302 NIC NICOLET BANKSHARES INC Financial Services 1,132 $168K 0.01% NEW $148.62
303 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,854 $167K 0.01% +253 +15.8% $90.11
304 INTU INTUIT Technology 385 $166K 0.01% -1K -76.3% $432.38
305 IWP ISHARES TR 1,283 $164K 0.01% -100 -7.2% $128.12
306 ED CONSOLIDATED EDISON INC Utilities 1,375 $156K 0.01% $113.18
307 IWD ISHARES TR 725 $155K 0.01% $213.67
308 CNH CNH INDL N V Industrials 14,040 $154K 0.01% NEW $11.00
309 Q QNITY ELECTRONICS INC Technology 1,331 $154K 0.01% NEW $115.38
310 XJH ISHARES TR 3,266 $148K 0.01% -230 -6.6% $45.37
311 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 4,880 $146K 0.01% +1K +39.3% $29.99
312 CARR CARRIER GLOBAL CORPORATION Industrials 2,590 $146K 0.01% -3K -53.1% $56.31
313 HRL HORMEL FOODS CORP Consumer Defensive 6,167 $140K 0.01% $22.65
314 BSV VANGUARD BD INDEX FDS 1,777 $139K 0.01% $78.41
315 CIT CINTAS CORP 823 $139K 0.01% $169.14
316 HSY HERSHEY CO Consumer Defensive 660 $137K 0.01% +15 +2.3% $207.89
317 STNG SCORPIO TANKERS INC Energy 1,827 $136K 0.01% NEW $74.66
318 BE BLOOM ENERGY CORP Industrials 1,000 $135K 0.01% NEW $135.49
319 BMO BANK MONTREAL MEDIUM Financial Services 1,000 $135K 0.01% $135.34
320 VCIT VANGUARD SCOTTSDALE FDS 1,574 $130K 0.01% -119 -7.0% $82.75
321 SEIC SEI INVTS CO Financial Services 1,648 $129K 0.01% $78.47
322 STZ CONSTELLATION BRANDS INC Consumer Defensive 856 $128K 0.01% $150.00
323 CHRW C H ROBINSON WORLDWIDE IN Industrials 732 $122K 0.01% $166.07
324 BPOP POPULAR INC Financial Services 904 $121K 0.01% $134.17
325 KMI KINDER MORGAN INC DEL Energy 3,606 $121K 0.01% -635 -15.0% $33.53
326 IBTL ISHARES TR 5,878 $120K 0.01% +707 +13.7% $20.40
327 KKRT KKR & CO INC Financial Services 1,293 $120K 0.01% -2K -63.8% $92.50
328 ADBE ADOBE INC Technology 489 $119K 0.01% -4K -87.7% $243.08
329 IBTK ISHARES TR 6,012 $119K 0.01% NEW $19.72
330 IBTI ISHARES TR 5,316 $118K 0.01% +177 +3.4% $22.28
331 VV VANGUARD INDEX FDS 395 $118K 0.01% $298.85
332 IBTJ ISHARES TR 5,392 $118K 0.01% NEW $21.84
333 MET METLIFE INC Financial Services 1,630 $115K 0.01% -300 -15.5% $70.72
334 GPC GENUINE PARTS CO Consumer Cyclical 1,075 $114K 0.01% $105.75
335 OKE ONEOK INC NEW Energy 1,254 $113K 0.01% -2K -62.7% $90.39
336 MPC MARATHON PETE CORP Energy 460 $112K 0.01% NEW $244.18
337 MDU MDU RES GROUP INC Industrials 5,407 $112K 0.01% -307 -5.4% $20.72
338 SBUX STARBUCKS CORP Consumer Cyclical 1,249 $112K 0.01% $89.59
339 AWK AMERICAN WTR WKS CO INC NEW Utilities 815 $111K 0.01% $136.09
340 DTE DTE ENERGY CO Utilities 758 $111K 0.01% -42 -5.2% $146.22
341 GILD GILEAD SCIENCES INC Healthcare 795 $111K 0.01% NEW $139.37
342 SREA SEMPRA Utilities 1,139 $111K 0.01% -167 -12.8% $97.17
343 DYH TARGET CORP 912 $111K 0.01% NEW $121.20
344 MUB ISHARES TR 1,039 $110K 0.01% +22 +2.2% $106.15
345 LKQ1 LKQ CORP 3,652 $107K 0.01% $29.37
346 DRI DARDEN RESTAURANTS INC Consumer Cyclical 537 $105K 0.01% NEW $196.04
347 NVMI NOVA LTD Technology 242 $105K 0.01% NEW $434.28
348 NE NOBLE CORP PLC Energy 2,124 $104K 0.01% NEW $49.07
349 CEG CONSTELLATION ENERGY CORP Utilities 373 $104K 0.01% +8 +2.2% $279.25
350 FEX FIRST TR EXCHANGE-TRADED ALP 850 $104K 0.01% $121.93
351 SNDR SCHNEIDER NATIONAL INC Industrials 3,930 $104K 0.01% -25 -0.6% $26.36
352 GNMA ISHARES TR 2,300 $102K 0.01% $44.33
353 MDT MEDTRONIC PLC Healthcare 1,164 $101K 0.01% -433 -27.1% $86.65
354 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 1,410 $100K 0.01% $71.18
355 FIP FTAI INFRASTRUCTURE INC Industrials 16,594 $82K 0.00% $4.94

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.2%
Technology 21.0%
Industrials 8.7%
Healthcare 7.0%
Communication Services 6.8%
Consumer Cyclical 6.1%
Consumer Defensive 5.2%
Energy 2.7%
Utilities 1.8%
Basic Materials 0.8%