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AMG National Trust Bank

· CIK 0001388829
13F Portfolio $4.6B AUM 675 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
45 New 274 Added 89 Reduced 22 Exited
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 LRGF STATE STR SPDR S&P 500 ETF T 637,970 $414.9M 8.99% +50K +8.6%
2 IWR ISHARES TR 3,889,097 $378.1M 8.20% +77K +2.0%
3 IWM ISHARES TR 860,460 $213.4M 4.62% +38K +4.6%
4 VOO VANGUARD INDEX FDS 341,293 $203.9M 4.42% +25K +7.8%
5 IXUS ISHARES TR 1,722,589 $149.2M 3.23% +111K +6.9%
6 BND VANGUARD BD INDEX FDS 1,583,689 $116.6M 2.53% +150K +10.4%
7 IVV ISHARES TR 164,330 $107.3M 2.33% +34K +26.5%
8 LOW LOWES COS INC Consumer Cyclical 439,558 $103.9M 2.25% +11K +2.6%
9 AAPL APPLE INC Technology 396,465 $100.6M 2.18% +65K +19.5%
10 VTI VANGUARD INDEX FDS 290,404 $93.2M 2.02% +14K +5.2%
11 IWB ISHARES TR 260,127 $92.8M 2.01% +20K +8.4%
12 IEFA ISHARES TR 956,091 $86.6M 1.88% +88K +10.1%
13 EFA ISHARES TR 757,575 $73.6M 1.59% +55K +7.8%
14 VXUS VANGUARD STAR FDS 939,954 $72.5M 1.57% +93K +10.9%
15 BALL BALL CORP Consumer Cyclical 1,168,718 $69.1M 1.50% +8K +0.7%
16 ICVT ISHARES TR 565,061 $57.5M 1.25% +39K +7.4%
17 VO VANGUARD INDEX FDS 199,553 $57.3M 1.24% +28K +16.0%
18 IWF ISHARES TR 130,501 $55.6M 1.21% +3K +2.5%
19 VTWO VANGUARD SCOTTSDALE FDS 537,549 $53.8M 1.17% +120K +28.7%
20 GNR SPDR INDEX SHS FDS 716,030 $53.5M 1.16% +55K +8.3%
21 QQQM INVESCO QQQ TR 88,496 $51.1M 1.11% +3K +3.3%
22 ACWX ISHARES TR 696,635 $47.7M 1.03%
23 DVY ISHARES TR 313,946 $47.5M 1.03% +9K +2.9%
24 IWS ISHARES TR 315,369 $46.0M 1.00% -4K -1.2%
25 IWN ISHARES TR 237,810 $45.1M 0.98% -6K -2.4%
26 VB VANGUARD INDEX FDS 167,650 $43.9M 0.95% +20K +13.7%
27 IWP ISHARES TR 337,497 $43.2M 0.94% +15K +4.7%
28 GLD SPDR GOLD TR Financial Services 97,887 $42.1M 0.91% -2K -1.5%
29 VIG VANGUARD SPECIALIZED FUNDS 170,935 $36.8M 0.80% +18K +11.6%
30 HD HOME DEPOT INC Consumer Cyclical 101,968 $33.5M 0.73% +4K +4.1%
31 MSFT MICROSOFT CORP Technology 82,342 $30.5M 0.66% +11K +15.7%
32 IWD ISHARES TR 130,652 $27.9M 0.60% +4K +3.5%
33 SIVR ABRDN SILVER ETF TRUST Financial Services 388,864 $27.8M 0.60% -225K -36.6%
34 AMZN AMAZON COM INC Consumer Cyclical 133,345 $27.8M 0.60% +6K +4.8%
35 PNC PNC FINL SVCS GROUP INC Financial Services 131,880 $27.4M 0.59% +126K +2047.2%
36 IAU* ISHARES GOLD TR 302,605 $26.7M 0.58% +6K +2.0%
37 SLV ISHARES SILVER TR Financial Services 352,283 $24.0M 0.52% -45K -11.4%
38 XLK SELECT SECTOR SPDR TR 177,508 $23.6M 0.51% +58K +48.1%
39 GOOGL ALPHABET INC Communication Services 80,972 $23.2M 0.50% +12K +17.6%
40 JPM JPMORGAN CHASE & CO Financial Services 78,306 $23.0M 0.50% +11K +16.6%
41 BRK/A BERKSHIRE HATHAWAY INC DEL 32 $23.0M 0.50% -1 -3.0%
42 STT STATE STR SPDR DOW JONES IND Financial Services 45,225 $20.9M 0.45% +1K +2.5%
43 JNJ JOHNSON & JOHNSON Healthcare 84,818 $20.7M 0.45% +14K +19.1%
44 ICF ISHARES TR 333,721 $20.7M 0.45% +5K +1.4%
45 GOOGL ALPHABET INC Communication Services 68,484 $19.7M 0.43% +6K +9.7%
46 MUB ISHARES TR 176,705 $18.8M 0.41% +44K +32.7%
47 NVDA NVIDIA CORPORATION Technology 103,237 $18.0M 0.39% +5K +5.5%
48 VFC V F CORP Consumer Cyclical 983,692 $16.7M 0.36%
49 IYE EXXON MOBIL CORP 98,084 $16.6M 0.36% +15K +17.4%
50 IWO ISHARES TR 52,539 $16.5M 0.36%
51 CVX CHEVRON CORPORATION Energy 75,786 $15.7M 0.34% +3K +4.0%
52 IJH ISHARES TR 225,836 $15.3M 0.33% +46K +25.5%
53 IEMG ISHARES INC 217,489 $15.2M 0.33% +45K +25.9%
54 VEU VANGUARD INTL EQUITY INDEX F 199,451 $15.0M 0.33% +16K +8.5%
55 RTX RTX CORPORATION Industrials 76,670 $14.8M 0.32% +6K +8.8%
56 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 325,496 $14.0M 0.30% +11K +3.5%
57 KO COCA COLA CO Consumer Defensive 181,673 $13.8M 0.30% +52K +39.7%
58 BRK/B BERKSHIRE HATHAWAY INC DEL 27,237 $13.1M 0.28% +6K +29.1%
59 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 38,020 $12.8M 0.28% +10K +34.7%
60 SHV ISHARES TR 115,953 $12.8M 0.28% +24K +25.6%
61 TJX TJX COS INC NEW Consumer Cyclical 78,812 $12.6M 0.27% +22K +39.6%
62 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 138,056 $12.4M 0.27% +3K +2.1%
63 CWB SPDR SERIES TRUST 133,926 $12.3M 0.27% +7K +5.8%
64 VCLT VANGUARD SCOTTSDALE FDS 154,420 $11.5M 0.25% -13K -7.9%
65 IEF ISHARES TR 119,363 $11.4M 0.25% +53K +80.1%
66 VYM VANGUARD WHITEHALL FDS 76,449 $11.3M 0.24% +3K +3.5%
67 MRK MERCK & CO INC Healthcare 93,104 $11.2M 0.24% +3K +2.9%
68 IEI ISHARES TR 92,663 $11.0M 0.24% +44K +90.6%
69 VTIP VANGUARD MALVERN FDS 216,131 $10.8M 0.23% -21K -8.7%
70 LLY ELI LILLY & CO Healthcare 11,646 $10.7M 0.23% +112 +1.0%
71 WMT WALMART INC Consumer Defensive 85,075 $10.6M 0.23% +15K +22.1%
72 XLF SELECT SECTOR SPDR TR 211,038 $10.4M 0.23% +57K +36.7%
73 AXP AMERICAN EXPRESS CO Financial Services 32,591 $9.9M 0.21% +7K +28.2%
74 ESGV VANGUARD WORLD FD 87,266 $9.8M 0.21% +5K +6.3%
75 C CITIGROUP INC Financial Services 83,306 $9.4M 0.20% -2K -2.0%
76 SCHW SCHWAB CHARLES CORP Financial Services 100,178 $9.4M 0.20% +4K +4.3%
77 KTB KONTOOR BRANDS INC Consumer Cyclical 131,886 $9.3M 0.20% -31K -18.9%
78 PFF ISHARES TR 299,020 $9.1M 0.20%
79 GILD GILEAD SCIENCES INC Healthcare 65,010 $9.1M 0.20% +2K +2.5%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 173,816 $8.7M 0.19% +6K +3.4%
81 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 13,814 $8.5M 0.18% +5K +63.4%
82 PG PROCTER & GAMBLE CO Consumer Defensive 58,370 $8.4M 0.18% +9K +17.1%
83 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 842,953 $8.4M 0.18%
84 CVS CVS HEALTH CORP Healthcare 115,537 $8.3M 0.18% +7K +6.0%
85 BNDX VANGUARD CHARLOTTE FDS 171,632 $8.2M 0.18% -7K -3.9%
86 TXN TEXAS INSTRS INC Technology 42,374 $8.2M 0.18% +20K +86.3%
87 EZU ISHARES INC 130,373 $8.2M 0.18% -800 -0.6%
88 VTWV VANGUARD SCOTTSDALE FDS 48,749 $8.2M 0.18% +4K +9.0%
89 GVI ISHARES TR 73,086 $7.8M 0.17% +8K +11.5%
90 META META PLATFORMS INC Communication Services 13,532 $7.7M 0.17% +1K +10.8%
91 VTWG VANGUARD SCOTTSDALE FDS 33,690 $7.7M 0.17% +14K +71.7%
92 HRL HORMEL FOODS CORP Consumer Defensive 337,932 $7.7M 0.17% -15K -4.2%
93 CE CELANESE CORP DEL Basic Materials 114,948 $7.6M 0.16% +2K +1.6%
94 ORCL ORACLE CORP Technology 51,247 $7.5M 0.16% +11K +28.8%
95 ECL ECOLAB INC Basic Materials 27,523 $7.3M 0.16% -717 -2.5%
96 VONG VANGUARD SCOTTSDALE FDS 64,245 $7.0M 0.15% +12K +23.7%
97 IYE ISHARES TR 107,358 $7.0M 0.15% +2K +1.6%
98 PEP PEPSICO INC Consumer Defensive 43,678 $6.8M 0.15% +8K +21.1%
99 LHX L3HARRIS TECHNOLOGIES INC Industrials 19,051 $6.6M 0.14% -2K -10.9%
100 AVGO BROADCOM INC Technology 21,170 $6.6M 0.14% +2K +9.1%
101 NEE NEXTERA ENERGY INC Utilities 70,536 $6.6M 0.14% +10K +16.9%
102 MSCI MSCI INC Financial Services 11,904 $6.4M 0.14% +133 +1.1%
103 CSX CSX CORP Industrials 155,713 $6.4M 0.14% +19K +13.6%
104 XLI SELECT SECTOR SPDR TR 38,023 $6.1M 0.13% +11K +39.9%
105 EW EDWARDS LIFESCIENCES CORP Healthcare 76,372 $6.1M 0.13% +900 +1.2%
106 ABBV ABBVIE INC Healthcare 27,977 $6.1M 0.13% +5K +20.2%
107 SYK STRYKER CORPORATION Healthcare 18,422 $6.1M 0.13% +3K +18.9%
108 EEM ISHARES TR 105,748 $6.0M 0.13% +15K +16.3%
109 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 74,321 $6.0M 0.13% -793 -1.1%
110 GLDM WORLD GOLD TR Financial Services 64,085 $5.9M 0.13% +4K +7.4%
111 CAT CATERPILLAR INC Industrials 8,376 $5.9M 0.13% +2K +24.6%
112 SLB SLB LIMITED Energy 114,821 $5.9M 0.13% +1K +1.2%
113 RTX PUT RTX CORPORATION Industrials 30,000 $5.8M 0.12% +10K +50.0%
114 XYL XYLEM INC Industrials 46,849 $5.6M 0.12%
115 SCHP SCHWAB STRATEGIC TR 210,016 $5.6M 0.12% +28K +15.3%
116 USB US BANCORP Financial Services 104,257 $5.4M 0.12% +3K +2.8%
117 INTU INTUIT Technology 12,224 $5.3M 0.12% +11K +956.5%
118 VONV VANGUARD SCOTTSDALE FDS 54,351 $5.1M 0.11% +8K +18.5%
119 SUB ISHARES TR 47,773 $5.1M 0.11% +9K +23.0%
120 IBM INTERNATIONAL BUSINESS MACHS Technology 20,813 $5.0M 0.11% +3K +19.7%
121 GLW CORNING INC Technology 37,001 $5.0M 0.11% -803 -2.1%
122 CSCO CISCO SYS INC Technology 63,935 $5.0M 0.11% +9K +15.8%
123 HON HONEYWELL INTL INC Industrials 21,781 $4.9M 0.11% -391 -1.8%
124 XLV SELECT SECTOR SPDR TR 33,273 $4.9M 0.11% +11K +47.2%
125 DHR DANAHER CORP DEL Healthcare 25,694 $4.9M 0.11% +7K +37.8%
126 V VISA INC Financial Services 15,685 $4.7M 0.10% +810 +5.5%
127 VSGX VANGUARD WORLD FD 66,008 $4.7M 0.10% +8K +13.5%
128 AZN ASTRAZENECA PLC Healthcare 23,921 $4.7M 0.10% NEW
129 PPG PPG INDS INC Basic Materials 44,008 $4.7M 0.10% +8K +22.8%
130 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 4,697 $4.7M 0.10% +141 +3.1%
131 ABT ABBOTT LABORATORIES Healthcare 45,379 $4.7M 0.10% +12K +37.1%
132 XLY SELECT SECTOR SPDR TR 42,135 $4.6M 0.10% +11K +33.9%
133 AMGN AMGEN INC Healthcare 13,034 $4.6M 0.10% +4K +37.0%
134 IEUR ISHARES TR 64,441 $4.5M 0.10% +7K +12.5%
135 COMCAST CORP NEW 157,305 $4.5M 0.10% -8K -4.8%
136 IJR ISHARES TR 36,100 $4.5M 0.10% +6K +19.1%
137 SCHD SCHWAB STRATEGIC TR 139,588 $4.3M 0.09%
138 HSY HERSHEY CO Consumer Defensive 20,544 $4.3M 0.09% +235 +1.2%
139 TT TRANE TECHNOLOGIES PLC Industrials 10,200 $4.3M 0.09% +220 +2.2%
140 BAX BAXTER INTL INC Healthcare 250,126 $4.2M 0.09% +77K +44.2%
141 REGN REGENERON PHARMACEUTICALS Healthcare 5,378 $4.2M 0.09% -161 -2.9%
142 EFG ISHARES TR 36,873 $4.1M 0.09% +21K +134.3%
143 T AT&T INC Communication Services 141,272 $4.1M 0.09% -6K -4.0%
144 FDX FEDEX CORP Industrials 11,331 $4.0M 0.09%
145 XLU SELECT SECTOR SPDR TR 86,955 $4.0M 0.09% +22K +34.2%
146 DUK DUKE ENERGY CORP NEW Utilities 29,846 $3.9M 0.09% +8K +35.9%
147 HDV ISHARES TR 28,790 $3.9M 0.09% +8K +37.4%
148 ALIBABA GROUP HLDG LTD 31,089 $3.9M 0.09% +633 +2.1%
149 PUK PRUDENTIAL PLC Financial Services 136,694 $3.9M 0.08%
150 MPC MARATHON PETE CORP Energy 15,887 $3.9M 0.08% +193 +1.2%
151 SJM SMUCKER J M CO Consumer Defensive 39,760 $3.8M 0.08% NEW
152 XLP SELECT SECTOR SPDR TR 46,241 $3.8M 0.08% +14K +44.2%
153 UNH UNITEDHEALTH GROUP INC Healthcare 13,918 $3.8M 0.08% -411 -2.9%
154 NVS NOVARTIS AG Healthcare 24,066 $3.7M 0.08% +1K +5.1%
155 EFV ISHARES TR 48,658 $3.6M 0.08% -3K -5.4%
156 OEF ISHARES TR 11,321 $3.6M 0.08% +4K +48.1%
157 DG DOLLAR GEN CORP Consumer Defensive 30,288 $3.6M 0.08% +1K +4.8%
158 BG BUNGE GLOBAL SA Consumer Defensive 27,578 $3.5M 0.08%
159 VEA VANGUARD TAX-MANAGED FDS 54,459 $3.5M 0.08% +10K +23.2%
160 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 38,059 $3.4M 0.07% -2K -5.8%
161 LQD ISHARES TR 31,379 $3.4M 0.07% +2K +6.2%
162 AGG ISHARES TR 33,467 $3.3M 0.07% +4K +14.6%
163 XLB SELECT SECTOR SPDR TR 65,900 $3.3M 0.07% +22K +51.4%
164 DINO HF SINCLAIR CORP Energy 52,383 $3.3M 0.07% -1K -2.4%
165 TIP ISHARES TR 29,523 $3.3M 0.07% +2K +8.0%
166 QQQM INVESCO EXCH TRADED FD TR II 13,635 $3.2M 0.07% +6K +86.0%
167 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 52,374 $3.2M 0.07%
168 RY ROYAL BK CDA Financial Services 19,723 $3.2M 0.07% +3K +20.4%
169 VWO VANGUARD INTL EQUITY INDEX F 57,888 $3.1M 0.07% +23K +66.8%
170 AFL AFLAC INC Financial Services 28,432 $3.1M 0.07% +3K +11.4%
171 IVW ISHARES TR 27,341 $3.1M 0.07% +5K +24.1%
172 IGIB ISHARES TR 57,820 $3.1M 0.07% +5K +10.1%
173 MCK MCKESSON CORP Healthcare 3,554 $3.1M 0.07% +21 +0.6%
174 MS MORGAN STANLEY Financial Services 18,586 $3.1M 0.07% +3K +16.7%
175 VVV VALVOLINE INC Energy 89,958 $3.0M 0.07% -1K -1.4%
176 MCD MCDONALDS CORP Consumer Cyclical 9,741 $3.0M 0.07% +1K +11.9%
177 HII HUNTINGTON INGALLS INDS INC Industrials 7,965 $3.0M 0.07% -347 -4.2%
178 BKH BLACK HILLS CORP Utilities 43,360 $3.0M 0.07% -496 -1.1%
179 BA BOEING CO Industrials 15,031 $3.0M 0.07% +2K +16.0%
180 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 10,120 $2.9M 0.06% +952 +10.4%
181 VBR VANGUARD INDEX FDS 13,489 $2.9M 0.06% +333 +2.5%
182 WBD WARNER BROS DISCOVERY INC Communication Services 106,320 $2.9M 0.06%
183 BDX BECTON DICKINSON & CO Healthcare 18,566 $2.9M 0.06% NEW
184 BAC BANK AMERICA CORP Financial Services 59,026 $2.9M 0.06% +13K +29.1%
185 AEP AMERICAN ELEC PWR CO INC Utilities 21,750 $2.9M 0.06% -469 -2.1%
186 MA MASTERCARD INCORPORATED Financial Services 5,695 $2.8M 0.06% +52 +0.9%
187 BWA BORGWARNER INC Consumer Cyclical 51,612 $2.8M 0.06% -1K -2.4%
188 GE GE AEROSPACE Industrials 9,828 $2.8M 0.06% +475 +5.1%
189 TSLA TESLA INC Consumer Cyclical 7,462 $2.8M 0.06% +1K +17.7%
190 VV VANGUARD INDEX FDS 9,259 $2.8M 0.06% +301 +3.4%
191 SNY SANOFI SA Healthcare 56,427 $2.7M 0.06% NEW
192 DIS DISNEY WALT CO Communication Services 28,128 $2.7M 0.06% +7K +31.0%
193 WLK WESTLAKE CORPORATION Basic Materials 23,041 $2.7M 0.06% -289 -1.2%
194 XLE SELECT SECTOR SPDR TR 43,113 $2.6M 0.06% +14K +48.4%
195 BMTA BRITISH AMERN TOB PLC 45,120 $2.6M 0.06% +2K +4.7%
196 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,814 $2.6M 0.06% +2K +15.1%
197 TILT FLEXSHARES TR 10,699 $2.6M 0.06%
198 PFE PFIZER INC Healthcare 90,665 $2.5M 0.06% +24K +36.3%
199 VOE VANGUARD INDEX FDS 13,675 $2.5M 0.06% +2K +15.6%
200 IGSB ISHARES TR 47,356 $2.5M 0.05% +4K +8.2%
201 XEL XCEL ENERGY INC Utilities 30,993 $2.5M 0.05% -2K -7.4%
202 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 37,676 $2.5M 0.05% NEW
203 OLN OLIN CORP Basic Materials 81,901 $2.4M 0.05% -2K -2.4%
204 OXY OCCIDENTAL PETE CORP Energy 37,295 $2.4M 0.05% +2K +4.9%
205 XLC SELECT SECTOR SPDR TR 21,350 $2.4M 0.05% +6K +41.6%
206 NGG NATIONAL GRID PLC Utilities 27,968 $2.4M 0.05% +347 +1.3%
207 SHW SHERWIN WILLIAMS CO Basic Materials 7,327 $2.3M 0.05% +37 +0.5%
208 NFLX NETFLIX INC. Communication Services 24,311 $2.3M 0.05% +3K +14.8%
209 ARCB ARCBEST CORP Industrials 23,764 $2.3M 0.05% -585 -2.4%
210 CARR CARRIER GLOBAL CORPORATION Industrials 41,063 $2.3M 0.05% +4K +11.9%
211 H HYATT HOTELS CORP Consumer Cyclical 16,005 $2.3M 0.05% -3K -14.2%
212 VONE VANGUARD SCOTTSDALE FDS 7,710 $2.3M 0.05% +1K +18.6%
213 FTAIN FTAI AVIATION LTD Industrials 8,980 $2.2M 0.05% NEW
214 FHN FIRST HORIZON CORPORATION Financial Services 95,695 $2.2M 0.05% -3K -2.5%
215 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 7,300 $2.1M 0.05% +3K +84.7%
216 BLV VANGUARD BD INDEX FDS 30,887 $2.1M 0.05% -3K -9.3%
217 ITW ILLINOIS TOOL WKS INC Industrials 8,146 $2.1M 0.05% +67 +0.8%
218 UNP UNION PAC CORP Industrials 8,713 $2.1M 0.05% +2K +23.3%
219 AGCO AGCO CORP Industrials 18,093 $2.1M 0.04% -183 -1.0%
220 QCOM QUALCOMM INC Technology 16,110 $2.1M 0.04% +832 +5.5%
221 IYC ISHARES TR 21,354 $2.1M 0.04% +9K +78.7%
222 WHD CACTUS INC Energy 43,055 $2.0M 0.04% NEW
223 RF REGIONS FINANCIAL CORP NEW Financial Services 77,486 $2.0M 0.04%
224 LEA LEAR CORP Consumer Cyclical 16,448 $2.0M 0.04% -408 -2.4%
225 HR HEALTHCARE RLTY TR Real Estate 116,184 $2.0M 0.04% NEW
226 CIT CINTAS CORP 11,652 $2.0M 0.04%
227 NKE NIKE INC Consumer Cyclical 37,257 $2.0M 0.04% +22K +148.3%
228 VTRS VIATRIS INC Healthcare 145,100 $2.0M 0.04% -3K -2.4%
229 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 26,910 $1.9M 0.04% +14K +103.2%
230 ALL ALLSTATE CORP Financial Services 9,082 $1.9M 0.04% +745 +8.9%
231 THG HANOVER INS GROUP INC Financial Services 10,835 $1.9M 0.04% -271 -2.4%
232 SENSATA TECHNOLOGIES HLDG PL 52,995 $1.9M 0.04% -1K -2.4%
233 RRC RANGE RES CORP Energy 41,016 $1.9M 0.04% +2K +4.0%
234 ACWI ISHARES TR 13,322 $1.8M 0.04% +779 +6.2%
235 DCI DONALDSON INC Industrials 21,711 $1.8M 0.04% -499 -2.2%
236 GD GENERAL DYNAMICS CORP Industrials 5,308 $1.8M 0.04% +2K +67.5%
237 RSP INVESCO EXCHANGE TRADED FD T 9,409 $1.8M 0.04% +5K +110.8%
238 MSM MSC INDL DIRECT INC Industrials 19,421 $1.8M 0.04% +4K +29.9%
239 COO COOPER COS INC Healthcare 24,943 $1.8M 0.04% NEW
240 NSC NORFOLK SOUTHN CORP Industrials 6,188 $1.8M 0.04% +2K +45.0%
241 COLB COLUMBIA BKG SYS INC Financial Services 64,378 $1.8M 0.04% -2K -2.4%
242 SCHX SCHWAB STRATEGIC TR 68,727 $1.8M 0.04%
243 RENAISSANCERE HLDGS LTD 5,895 $1.8M 0.04% -34 -0.6%
244 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 51,955 $1.7M 0.04% -1K -2.1%
245 LAZ LAZARD INC Financial Services 40,565 $1.7M 0.04% -1K -2.6%
246 DT DYNATRACE INC Technology 46,598 $1.7M 0.04% NEW
247 UHS UNIVERSAL HLTH SVCS INC Healthcare 9,547 $1.7M 0.04%
248 DE DEERE & CO Industrials 3,022 $1.7M 0.04% -22 -0.7%
249 ATO ATMOS ENERGY CORP Utilities 9,168 $1.7M 0.04%
250 INTC INTEL CORP Technology 38,051 $1.7M 0.04% +4K +11.9%
251 IDA IDACORP INC Utilities 11,665 $1.7M 0.04% -288 -2.4%
252 SHY ISHARES TR 20,028 $1.7M 0.04% +8K +67.6%
253 LKQ1 LKQ CORP 55,699 $1.6M 0.04% -3K -5.1%
254 TFC TRUIST FINL CORP Financial Services 35,471 $1.6M 0.04% +276 +0.8%
255 SAFT SAFETY INS GROUP INC Financial Services 22,358 $1.6M 0.04% -867 -3.7%
256 CUBE CUBESMART Real Estate 43,642 $1.6M 0.04% -1K -2.6%
257 CW CURTISS WRIGHT CORP Industrials 2,336 $1.6M 0.03% +1K +100.0%
258 LIN LINDE PLC Basic Materials 3,197 $1.6M 0.03% +196 +6.5%
259 SYY SYSCO CORP Consumer Defensive 21,890 $1.6M 0.03% +200 +0.9%
260 CPT CAMDEN PPTY TR Real Estate 15,945 $1.6M 0.03% -388 -2.4%
261 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 11,797 $1.6M 0.03% -529 -4.3%
262 KALU KAISER ALUMINIUM CORPORATION Basic Materials 12,822 $1.5M 0.03% -177 -1.4%
263 VUG VANGUARD INDEX FDS 3,454 $1.5M 0.03% +1K +44.0%
264 EMXC ISHARES INC 19,011 $1.5M 0.03%
265 IYG ISHARES TR 17,968 $1.5M 0.03% +9K +95.3%
266 OLED UNIVERSAL DISPLAY CORP Technology 16,028 $1.5M 0.03% +341 +2.2%
267 CRM SALESFORCE INC Technology 7,857 $1.5M 0.03% -8K -51.6%
268 TMUS T-MOBILE US INC Communication Services 6,931 $1.5M 0.03% -594 -7.9%
269 BSV VANGUARD BD INDEX FDS 18,564 $1.5M 0.03% +9K +96.3%
270 VBK VANGUARD INDEX FDS 4,782 $1.4M 0.03% +2K +81.1%
271 OTIS OTIS WORLDWIDE CORP Industrials 18,690 $1.4M 0.03% +103 +0.6%
272 PPL PPL CORP Utilities 37,105 $1.4M 0.03% -913 -2.4%
273 HBAN HUNTINGTON BANCSHARES INC Financial Services 89,533 $1.4M 0.03% +5K +5.6%
274 MSTR STRATEGY INC Technology 11,070 $1.4M 0.03% +8K +218.6%
275 URI UNITED RENTALS INC Industrials 1,895 $1.4M 0.03%
276 FCX FREEPORT MCMORAN INC Basic Materials 23,433 $1.4M 0.03% +315 +1.4%
277 TRV TRAVELERS COMPANIES INC Financial Services 4,666 $1.4M 0.03% +1K +27.3%
278 VTV VANGUARD INDEX FDS 6,887 $1.4M 0.03% +865 +14.4%
279 GEV GE VERNOVA INC Utilities 1,535 $1.3M 0.03% +70 +4.8%
280 USHY ISHARES TR 35,918 $1.3M 0.03% +4K +13.7%
281 WFC WELLS FARGO & CO Financial Services 16,515 $1.3M 0.03% +656 +4.1%
282 PEBK PEOPLES BANCORP N C INC Financial Services 33,252 $1.3M 0.03%
283 ITOT ISHARES TR 9,125 $1.3M 0.03% +6K +205.3%
284 CHUBB LTD SWITZ 3,953 $1.3M 0.03% +413 +11.7%
285 NVDA PUT NVIDIA CORPORATION Technology 7,300 $1.3M 0.03% -2K -24.0%
286 SJNK SPDR SERIES TRUST 50,440 $1.3M 0.03% +1K +2.0%
287 IJK ISHARES TR 12,500 $1.3M 0.03% +708 +6.0%
288 WHITE MTNS INS GROUP LTD 571 $1.3M 0.03% -24 -4.0%
289 IJJ ISHARES TR 9,325 $1.2M 0.03% +482 +5.5%
290 VXF VANGUARD INDEX FDS 5,972 $1.2M 0.03% +4K +171.3%
291 IWV ISHARES TR 3,315 $1.2M 0.03% NEW
292 COP CONOCOPHILLIPS Energy 9,277 $1.2M 0.03% +1K +13.2%
293 TGT TARGET CORP Consumer Defensive 9,945 $1.2M 0.03% +645 +6.9%
294 HUN HUNTSMAN CORP Basic Materials 89,531 $1.2M 0.03% -4K -4.6%
295 BK BANK NEW YORK MELLON CORP Financial Services 9,810 $1.2M 0.03% +5K +85.7%
296 DHI D R HORTON INC Consumer Cyclical 8,347 $1.1M 0.03% -3K -23.4%
297 MAR MARRIOTT INTL INC NEW Consumer Cyclical 3,493 $1.1M 0.03% +50 +1.4%
298 EMR EMERSON ELEC CO Industrials 8,645 $1.1M 0.03% +359 +4.3%
299 IMKTA INGLES MKTS INC Consumer Defensive 12,500 $1.1M 0.02%
300 PSX PHILLIPS 66 Energy 6,082 $1.1M 0.02% +1K +29.9%
301 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,252 $1.1M 0.02% +198 +9.6%
302 IVE ISHARES TR 5,212 $1.1M 0.02%
303 ACN ACCENTURE PLC IRELAND Technology 5,530 $1.1M 0.02% -1K -19.7%
304 BLK BLACKROCK INC Financial Services 1,131 $1.1M 0.02% -207 -15.5%
305 WMB WILLIAMS COS INC Energy 14,814 $1.1M 0.02% -1K -7.8%
306 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 20,338 $1.1M 0.02% -15K -41.8%
307 SCHM SCHWAB STRATEGIC TR 34,650 $1.1M 0.02%
308 MGC VANGUARD WORLD FD 4,485 $1.1M 0.02%
309 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,375 $1.1M 0.02% +2K +11.9%
310 OC OWENS CORNING NEW Industrials 9,620 $1.0M 0.02% NEW
311 ISRG INTUITIVE SURGICAL INC Healthcare 2,258 $1.0M 0.02% -205 -8.3%
312 SDY SPDR SERIES TRUST 7,070 $1.0M 0.02% +100 +1.4%
313 TEL TE CONNECTIVITY PLC Technology 4,876 $1.0M 0.02% +875 +21.9%
314 CI THE CIGNA GROUP Healthcare 3,783 $1.0M 0.02% -264 -6.5%
315 CL COLGATE PALMOLIVE CO Consumer Defensive 11,725 $999K 0.02% +2K +20.3%
316 PM PHILIP MORRIS INTL INC Consumer Defensive 6,042 $999K 0.02% +1K +22.2%
317 BX BLACKSTONE INC Financial Services 8,642 $994K 0.02% +7K +462.6%
318 MAR PUT MARRIOTT INTL INC NEW Consumer Cyclical 3,000 $981K 0.02%
319 NUE NUCOR CORP Basic Materials 5,795 $980K 0.02%
320 WEYS WEYCO GROUP INC Consumer Cyclical 29,755 $954K 0.02% -1K -4.1%
321 SBR SABINE RTY TR Energy 12,680 $953K 0.02%
322 DRI DARDEN RESTAURANTS INC Consumer Cyclical 4,750 $931K 0.02% +3K +135.4%
323 VGSH VANGUARD SCOTTSDALE FDS 15,670 $917K 0.02% NEW
324 LMT LOCKHEED MARTIN CORP Industrials 1,504 $909K 0.02% -13 -0.9%
325 EOG RES INC 6,211 $898K 0.02% +3K +110.2%
326 FISV FISERV INC Technology 16,020 $894K 0.02% +1K +6.7%
327 BWX SPDR SERIES TRUST 40,442 $888K 0.02% NEW
328 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 44,600 $882K 0.02% NEW
329 VT VANGUARD INTL EQUITY INDEX F 6,197 $857K 0.02% +1K +20.3%
330 RUN SUNRUN INC Energy 62,740 $851K 0.02% NEW
331 GBDC GOLUB CAP BDC INC Financial Services 67,139 $850K 0.02%
332 RIO RIO TINTO PLC Basic Materials 8,998 $839K 0.02% +2K +29.4%
333 SKY CHAMPION HOMES INC Consumer Cyclical 11,233 $835K 0.02% +362 +3.3%
334 VNQ VANGUARD INDEX FDS 9,352 $830K 0.02% +1K +15.7%
335 CSL CARLISLE COS INC Industrials 2,475 $826K 0.02% NEW
336 AMLP ALPS ETF TR 15,399 $811K 0.02% NEW
337 GS GOLDMAN SACHS GROUP INC Financial Services 949 $803K 0.02% +543 +133.7%
338 IR INGERSOLL RAND INC Industrials 9,920 $795K 0.02%
339 KLAC KLA CORP Technology 518 $763K 0.02% +49 +10.4%
340 AVY AVERY DENNISON CORP Industrials 4,400 $760K 0.02%
341 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,275 $741K 0.02% NEW
342 XLRE SELECT SECTOR SPDR TR 18,112 $739K 0.02% +4K +26.3%
343 SOJF SOUTHERN CO Utilities 7,458 $720K 0.02% +4K +125.8%
344 AMT AMERICAN TOWER CORP Real Estate 4,122 $711K 0.01% +392 +10.5%
345 SHEL SHELL PLC Energy 7,619 $709K 0.01% +1K +22.4%
346 FBND FIDELITY MERRIMACK STR TR 15,444 $705K 0.01% +696 +4.7%
347 DGRO ISHARES TR 9,826 $690K 0.01% +6K +181.9%
348 GBCI GLACIER BANCORP INC NEW Financial Services 15,164 $677K 0.01% +3K +24.7%
349 BKR BAKER HUGHES COMPANY Energy 10,987 $671K 0.01% +3K +33.1%
350 SGOL ETFS GOLD TR Financial Services 15,000 $669K 0.01%
351 JHG JANUS HENDERSON GROUP PLC Financial Services 13,004 $668K 0.01% -830 -6.0%
352 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,900 $666K 0.01% +2K +40.3%
353 GLXY GALAXY DIGITAL INC. Financial Services 35,600 $657K 0.01% NEW
354 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,170 $656K 0.01% +303 +7.8%
355 NEM NEWMONT CORP Basic Materials 6,045 $654K 0.01% -7K -53.8%
356 AGNT EXP WORLD HLDGS INC 108,577 $650K 0.01% -1K -1.0%
357 CLX CLOROX CO DEL Consumer Defensive 6,275 $650K 0.01% +3K +105.7%
358 AMAT APPLIED MATLS INC Technology 1,889 $646K 0.01% +123 +7.0%
359 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,500 $638K 0.01% -300 -7.9%
360 ASH ASHLAND INC Basic Materials 10,835 $603K 0.01%
361 VCSH VANGUARD SCOTTSDALE FDS 7,599 $602K 0.01% NEW
362 IWY ISHARES TR 2,395 $596K 0.01%
363 DFH DREAM FINDERS HOMES INC Consumer Cyclical 42,690 $594K 0.01% NEW
364 B BARRICK MNG CORP Basic Materials 14,488 $591K 0.01% +158 +1.1%
365 VDC VANGUARD WORLD FD 2,616 $588K 0.01% +1K +120.8%
366 OXY/WS OCCIDENTAL PETE CORP 13,447 $577K 0.01%
367 SMCI SUPER MICRO COMPUTER INC Technology 24,900 $567K 0.01% NEW
368 UPS UNITED PARCEL SVCS INC Industrials 5,654 $556K 0.01% +1K +23.0%
369 NTR NUTRIEN LTD Basic Materials 7,302 $551K 0.01% +1K +19.8%
370 SW SMURFIT WESTROCK PLC Consumer Cyclical 12,794 $510K 0.01% +3K +33.0%
371 WSBCO WESBANCO INC Financial Services 14,535 $501K 0.01% +4K +31.7%
372 AMD ADVANCED MICRO DEVICES INC Technology 2,411 $490K 0.01% +370 +18.1%
373 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,672 $486K 0.01% +214 +14.7%
374 MEOH METHANEX CORP Basic Materials 8,127 $484K 0.01% +374 +4.8%
375 J JACOBS SOLUTIONS INC Industrials 3,800 $484K 0.01%
376 ETN EATON CORP PLC Industrials 1,349 $482K 0.01% +23 +1.7%
377 VHT VANGUARD WORLD FD 1,763 $480K 0.01% NEW
378 DOW DOW HLDGS INC Basic Materials 11,508 $479K 0.01% -607 -5.0%
379 PFFD GLOBAL X FDS 25,688 $473K 0.01% +8K +46.0%
380 SPYG SPDR SERIES TRUST 4,800 $470K 0.01%
381 QLTA ISHARES TR 9,850 $469K 0.01% +500 +5.3%
382 GSK GSK PLC Healthcare 8,183 $452K 0.01% +2K +28.6%
383 IBND SPDR SERIES TRUST 14,300 $444K 0.01%
384 SREA SEMPRA Utilities 4,534 $441K 0.01% -95 -2.0%
385 SCHF SCHWAB STRATEGIC TR 17,770 $440K 0.01%
386 BTU PEABODY ENGR CORP Energy 12,716 $419K 0.01% NEW
387 MO ALTRIA GROUP INC Consumer Defensive 6,291 $415K 0.01% +2K +39.5%
388 FTCS FIRST TR EXCHANGE-TRADED FD 4,450 $413K 0.01% +2K +100.0%
389 LRCX LAM RESEARCH CORP Technology 1,929 $412K 0.01% +689 +55.6%
390 ALLE ALLEGION PLC Industrials 2,832 $411K 0.01%
391 EFAV ISHARES TR 4,501 $411K 0.01%
392 BEAM BEAM THERAPEUTICS INC Healthcare 17,107 $408K 0.01% +100 +0.6%
393 UNH PUT UNITEDHEALTH GROUP INC Healthcare 1,500 $406K 0.01%
394 GSY INVESCO ACTIVELY MANAGED EXC 8,000 $401K 0.01% +4K +100.0%
395 GBF ISHARES TR 3,835 $399K 0.01% +1K +56.5%
396 AKRE PROFESIONALLY MANAGED PORTFO 7,497 $396K 0.01%
397 WFG WEST FRASER TIMBER LTD Basic Materials 6,041 $394K 0.01% NEW
398 UBER UBER TECHNOLOGIES INC Technology 5,443 $392K 0.01% -4K -43.5%
399 PALL ABRDN PALLADIUM ETF TRUST Financial Services 2,877 $388K 0.01% -371 -11.4%
400 VLO VALERO ENERGY CORP Energy 1,550 $383K 0.01% -500 -24.4%
401 EQNR EQUINOR ASA Energy 8,932 $377K 0.01% NEW
402 MPWR MONOLITHIC PWR SYS INC Technology 340 $372K 0.01%
403 AJG GALLAGHER ARTHUR J & CO Financial Services 1,688 $366K 0.01% +288 +20.6%
404 BHP BHP BILLITON LIMITED Basic Materials 4,911 $357K 0.01% -373 -7.1%
405 PANW PALO ALTO NETWORKS INC Technology 2,218 $356K 0.01% +102 +4.8%
406 CME CME GROUP INC Financial Services 1,202 $355K 0.01% +277 +29.9%
407 IVOV VANGUARD ADMIRAL FDS INC 3,480 $355K 0.01%
408 ENB ENBRIDGE INC Energy 6,469 $350K 0.01% NEW
409 SCHG SCHWAB STRATEGIC TR 12,000 $350K 0.01% -1K -8.4%
410 SOLSTICE ADVANCED MATLS INC 4,503 $343K 0.01% NEW
411 MMM 3M CO Industrials 2,359 $343K 0.01% +250 +11.8%
412 BN BROOKFIELD CORP Financial Services 8,286 $335K 0.01% -483 -5.5%
413 MGV VANGUARD WORLD FD 2,290 $332K 0.01% +190 +9.1%
414 IDV* ISHARES TR 7,765 $330K 0.01% +3K +51.1%
415 MGK VANGUARD WORLD FD 895 $329K 0.01% +65 +7.8%
416 KOPN KOPIN CORP Technology 145,000 $326K 0.01%
417 SPHQ INVESCO EXCHANGE TRADED FD T 4,300 $323K 0.01%
418 F FORD MTR CO Consumer Cyclical 27,118 $313K 0.01% +2K +8.0%
419 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,205 $307K 0.01%
420 STT STATE STR CORP Financial Services 2,400 $304K 0.01% -200 -7.7%
421 CMI CUMMINS INC Industrials 564 $303K 0.01% +87 +18.2%
422 Q QNITY ELECTRONICS INC Technology 2,583 $298K 0.01% +84 +3.4%
423 MDLZ MONDELEZ INTL INC Consumer Defensive 5,139 $296K 0.01% NEW
424 ED CONSOLIDATED EDISON INC Utilities 2,577 $292K 0.01%
425 MLM MARTIN MARIETTA MATLS INC Basic Materials 495 $291K 0.01% +17 +3.6%
426 HTB HOMETRUST BANCSHARES INC Financial Services 6,764 $288K 0.01% +1K +18.2%
427 TECK TECK RESOURCES LTD Basic Materials 5,531 $286K 0.01% +640 +13.1%
428 ALB ALBEMARLE CORP Basic Materials 1,590 $285K 0.01% -25 -1.6%
429 DOV DOVER CORP Industrials 1,361 $284K 0.01%
430 WEC WEC ENERGY GROUP INC Utilities 2,433 $282K 0.01% +308 +14.5%
431 IBDR ISHARES TR 11,598 $281K 0.01%
432 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,572 $280K 0.01% -806 -33.9%
433 GEVO GEVO INC Basic Materials 101,339 $277K 0.01%
434 FAST FASTENAL CO Industrials 5,935 $275K 0.01% NEW
435 A AGILENT TECHNOLOGIES INC Healthcare 2,400 $274K 0.01%
436 HYG ISHARES TR 3,437 $273K 0.01%
437 DD DUPONT DE NEMOURS INC Basic Materials 5,920 $271K 0.01% +924 +18.5%
438 PYPL PAYPAL HLDGS INC Financial Services 5,975 $270K 0.01% -14K -69.9%
439 SPGI S&P GLOBAL INC Financial Services 626 $266K 0.01% +108 +20.9%
440 MGY MAGNOLIA OIL & GAS CORP Energy 8,320 $263K 0.01% NEW
441 VOT VANGUARD INDEX FDS 998 $257K 0.01% +130 +15.0%
442 TCV EA SERIES TRUST 9,162 $254K 0.01% NEW
443 OREILLY AUTOMOTIVE INC 2,729 $252K 0.01% -531 -16.3%
444 VMC VULCAN MATLS CO Basic Materials 917 $250K 0.01% +15 +1.7%
445 PHM PULTE GROUP INC Consumer Cyclical 2,121 $249K 0.01%
446 CLNE CLEAN ENERGY FUELS CORP Energy 100,000 $248K 0.01%
447 TDG TRANSDIGM GROUP INC Industrials 214 $248K 0.01% +3 +1.4%
448 CEG CONSTELLATION ENERGY CORP Utilities 881 $246K 0.01% +114 +14.9%
449 IUSB ISHARES TR 5,321 $246K 0.01% NEW
450 D DOMINION ENERGY INC Utilities 3,973 $246K 0.01% NEW
451 MU MICRON TECHNOLOGY INC Technology 704 $238K 0.01%
452 ASML ASML HLDG NV Technology 179 $237K 0.01% NEW
453 ADBE ADOBE INC Technology 966 $235K 0.01% -3K -75.4%
454 WM WASTE MGMT INC DEL Industrials 1,016 $233K 0.01% NEW
455 VLTO VERALTO CORP Industrials 2,636 $233K 0.01% NEW
456 MDT MEDTRONIC PLC Healthcare 2,685 $233K 0.01% +345 +14.7%
457 ADI ANALOG DEVICES INC Technology 729 $232K 0.01% NEW
458 BIV VANGUARD BD INDEX FDS 2,995 $231K 0.01%
459 FDLO FIDELITY COVINGTON TRUST 3,542 $229K 0.01%
460 MRSH MARSH & MCLENNAN COS INC Financial Services 1,314 $228K 0.01% -1K -47.6%
461 GRMN GARMIN LTD Technology 978 $227K 0.01% NEW
462 MET METLIFE INC Financial Services 3,096 $219K 0.01% +250 +8.8%
463 AGX ARGAN INC Industrials 400 $218K 0.01% NEW
464 IYH ISHARES TR 3,505 $216K 0.01%
465 PH PARKER-HANNIFIN CORP Industrials 240 $215K 0.01% NEW
466 NTRS NORTHERN TR CORP Financial Services 1,530 $214K 0.01%
467 GIS GENERAL MILLS INC Consumer Defensive 5,606 $209K 0.01% NEW
468 VOOG VANGUARD ADMIRAL FDS INC 505 $206K 0.00%
469 TRGP TARGA RES CORP Energy 817 $205K 0.00% NEW
470 SPHY SPDR SERIES TRUST 8,735 $204K 0.00%
471 EXC EXELON CORP Utilities 4,130 $202K 0.00% NEW
472 GNLX GENELUX CORPORATION Healthcare 75,351 $182K 0.00%
473 HBNC HORIZON BANCORP IND Financial Services 10,000 $166K 0.00%
474 FTHM FATHOM HOLDINGS INC Real Estate 207,590 $110K 0.00%
475 NMRA NEUMORA THERAPEUTICS INC. Healthcare 43,379 $85K 0.00%
476 TOI THE ONCOLOGY INSTITUTE INC Healthcare 10,000 $31K 0.00%
Sector Allocation
Consumer Cyclical 22.3%
Financial Services 22.1%
Technology 16.3%
Healthcare 10.6%
Industrials 7.3%
Consumer Defensive 6.5%
Communication Services 5.3%
Energy 3.4%
Basic Materials 3.4%
Utilities 2.2%