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Boston Trust Walden Corp

· CIK 0001534866
13F Portfolio Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
383 New
# Ticker Company Sector Shares Value % Port Chg Shares Chg %
1 MSFT MICROSOFT CORP Technology 1,000,740 $484.0M 3.65% NEW
2 AAPL APPLE INC Technology 1,551,190 $421.7M 3.18% NEW
3 GOOG ALPHABET INC-A Communication Services 944,188 $295.5M 2.23% NEW
4 GOOG ALPHABET INC-CL C Communication Services 822,967 $258.2M 1.95% NEW
5 JPM JPMORGAN CHASE & CO Financial Services 782,214 $252.0M 1.90% NEW
6 DCI DONALDSON CO INC Industrials 2,392,579 $212.1M 1.60% NEW
7 NVDA NVIDIA CORP Technology 1,115,905 $208.1M 1.57% NEW
8 V VISA INC Financial Services 493,676 $173.1M 1.31% NEW
9 ATR APTARGROUP INC Healthcare 1,414,719 $172.5M 1.30% NEW
10 HUBB HUBBELL INC Industrials 342,413 $152.1M 1.15% NEW
11 QLYS QUALYS INC Technology 1,103,888 $146.7M 1.11% NEW
12 JNJ JOHNSON & JOHNSON Healthcare 668,626 $138.4M 1.04% NEW
13 CFR CULLEN/FROST BANKERS INC Financial Services 1,043,754 $132.2M 1.00% NEW
14 CINF CINCINNATI FINANCIAL CORP Financial Services 775,213 $126.6M 0.96% NEW
15 AAOI APPLIED INDUSTRIAL TECH INC Technology 484,060 $124.3M 0.94% NEW
16 WTS WATTS WATER TECHNOLOGIES-A Industrials 437,716 $120.8M 0.91% NEW
17 GLBS GLOBUS MEDICAL INC-A Industrials 1,367,987 $119.4M 0.90% NEW
18 ACN ACCENTURE PLC-CL A Technology 420,875 $112.9M 0.85% NEW
19 EXLS EXLSERVICE HOLDINGS INC Technology 2,608,036 $110.7M 0.83% NEW
20 CBSH COMMERCE BANCSHARES INC Financial Services 2,084,628 $109.1M 0.82% NEW
21 ADP AUTOMATIC DATA PROCESSING Industrials 418,158 $107.6M 0.81% NEW
22 STAG STAG INDUSTRIAL INC Real Estate 2,813,180 $103.4M 0.78% NEW
23 AMAT APPLIED MATERIALS, INC. Technology 401,227 $103.1M 0.78% NEW
24 CHUBB LTD 327,355 $102.2M 0.77% NEW
25 CSCO CISCO SYSTEMS INC Technology 1,324,942 $102.1M 0.77% NEW
26 COO COOPER COS INC/THE Healthcare 1,237,479 $101.4M 0.77% NEW
27 COST COSTCO WHOLESALE CORP Consumer Defensive 115,778 $99.8M 0.75% NEW
28 ROST ROSS STORES INC Consumer Cyclical 551,047 $99.3M 0.75% NEW
29 SYK STRYKER CORP Healthcare 281,801 $99.0M 0.75% NEW
30 EPRT ESSENTIAL UTILS INC Real Estate 2,558,690 $98.2M 0.74% NEW
31 CHE CHEMED CORP Healthcare 221,241 $94.7M 0.71% NEW
32 CHH CHOICE HOTELS INTL INC Consumer Cyclical 991,405 $94.4M 0.71% NEW
33 JLL JONES LANG LASALLE INC Real Estate 276,223 $92.9M 0.70% NEW
34 CVCO CAVCO INDUSTRIES INC Consumer Cyclical 154,667 $91.4M 0.69% NEW
35 MGY MAGNOLIA OIL & GAS CORP Energy 4,168,085 $91.2M 0.69% NEW
36 ACUITY INC 248,407 $89.4M 0.68% NEW
37 SEIC SEI INVESTMENTS COMPANY Financial Services 1,084,790 $89.0M 0.67% NEW
38 AAL AMERICAN EXPRESS CO Industrials 240,126 $88.8M 0.67% NEW
39 BMI BADGER METER INC Technology 507,692 $88.5M 0.67% NEW
40 TER TERADYNE INC Technology 451,753 $87.4M 0.66% NEW
41 OGS ONE GAS INC Utilities 1,103,732 $85.3M 0.64% NEW
42 NDSN NORDSON CORPORATION Industrials 349,174 $84.0M 0.63% NEW
43 ALLE ALLEGION PLC Industrials 524,132 $83.5M 0.63% NEW
44 BJ BJ'S WHOLESALE CLUB HOLDINGS Consumer Defensive 924,289 $83.2M 0.63% NEW
45 MEDP MEDPACE HOLDINGS INC Healthcare 148,001 $83.1M 0.63% NEW
46 IEX IDEX CORP COM Industrials 462,703 $82.3M 0.62% NEW
47 FDS FACTSET RESH SYS INC Financial Services 280,259 $81.3M 0.61% NEW
48 STE STERIS PLC Healthcare 318,273 $80.7M 0.61% NEW
49 PGR PROGRESS SOFTWARE CORP Financial Services 1,869,746 $80.3M 0.61% NEW
50 IBOC INTERNATIONAL BANCSHARES CRP Financial Services 1,191,816 $79.2M 0.60% NEW
51 PEP PEPSICO INC Consumer Defensive 551,610 $79.2M 0.60% NEW
52 XOM EXXON MOBIL CORPORATION Energy 656,927 $79.1M 0.60% NEW
53 ORCL ORACLE CORP Technology 397,442 $77.5M 0.58% NEW
54 CBOE HOLDINGS INC 303,672 $76.2M 0.57% NEW
55 DE DEERE & CO Industrials 162,824 $75.8M 0.57% NEW
56 SNA SNAP ON INC Industrials 217,753 $75.0M 0.57% NEW
57 UNP UNION PACIFIC CORP Industrials 322,285 $74.6M 0.56% NEW
58 MKC MCCORMICK & CO INC Consumer Defensive 1,069,435 $72.8M 0.55% NEW
59 LECO LINCOLN ELECTRIC HOLDINGS Industrials 303,755 $72.8M 0.55% NEW
60 SMITH (A.O.) CORP 1,076,784 $72.0M 0.54% NEW
61 EXPD EXPEDITORS INTL WASH INC Industrials 481,443 $71.7M 0.54% NEW
62 NYT NEW YORK TIMES CO CL A Communication Services 997,480 $69.2M 0.52% NEW
63 JKHY JACK HENRY & ASSOCIATES INC Technology 373,361 $68.1M 0.51% NEW
64 SYY SYSCO CORP Consumer Defensive 918,173 $67.7M 0.51% NEW
65 SFM SPROUTS FARMERS MARKET INC Consumer Defensive 848,496 $67.6M 0.51% NEW
66 RPM RPM INTERNATIONAL INC Basic Materials 647,788 $67.4M 0.51% NEW
67 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 393,911 $67.0M 0.51% NEW
68 IDA IDACORP INC Utilities 527,359 $66.7M 0.50% NEW
69 SMPL SIMPLY GOOD FOODS CO Consumer Defensive 3,305,134 $66.4M 0.50% NEW
70 AM ANTERO MIDSTREAM CORP Energy 3,705,697 $65.9M 0.50% NEW
71 TEL TE CONNECTIVITY LTD Technology 286,944 $65.3M 0.49% NEW
72 AMZN AMAZON.COM INC Consumer Cyclical 280,768 $64.8M 0.49% NEW
73 CHKP CHECK POINT SOFTWARE TECH LTOR Technology 348,698 $64.7M 0.49% NEW
74 LFUS LITTELFUSE INC Technology 254,267 $64.3M 0.48% NEW
75 AFGB AMERICAN FINANCIAL GROUP INC Financial Services 469,645 $64.2M 0.48% NEW
76 KLAC KLA-TENCOR CORPORATION Technology 51,510 $62.6M 0.47% NEW
77 META META PLATFORMS INC Communication Services 93,922 $62.0M 0.47% NEW
78 SLGN SILGAN HOLDINGS INC Consumer Cyclical 1,533,779 $61.9M 0.47% NEW
79 BLD TOPBUILD CORP Industrials 147,699 $61.6M 0.47% NEW
80 CRL CHARLES RIVER LABORATORIES INT Healthcare 304,877 $60.8M 0.46% NEW
81 PG PROCTER & GAMBLE CO/THE Consumer Defensive 420,098 $60.2M 0.45% NEW
82 IBP INSTALLED BLDG PRODS INC Consumer Cyclical 230,205 $59.7M 0.45% NEW
83 AVY AVERY DENNISON CORP Industrials 327,423 $59.6M 0.45% NEW
84 EWBC EAST WEST BANCORP INC Financial Services 523,391 $58.8M 0.44% NEW
85 NTRSO NORTHERN TRUST CORPORATION Financial Services 427,112 $58.3M 0.44% NEW
86 ATO ATMOS ENERGY CORP Utilities 343,445 $57.6M 0.43% NEW
87 MTD METTLER-TOLEDO INTERNATIONAL Healthcare 41,214 $57.5M 0.43% NEW
88 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 636,784 $57.3M 0.43% NEW
89 DLB DOLBY LABORATORIES INC-CL A Technology 885,234 $56.8M 0.43% NEW
90 AZO AUTOZONE INC Consumer Cyclical 16,280 $55.2M 0.42% NEW
91 FELE FRANKLIN ELECTRIC CO INC Industrials 574,257 $54.9M 0.41% NEW
92 AMDOCS LTD ORD 659,027 $53.1M 0.40% NEW
93 GWW WW GRAINGER INC Industrials 52,571 $53.0M 0.40% NEW
94 LOWES COS INC 219,881 $53.0M 0.40% NEW
95 HALO HALOZYME THERAPEUTICS INC Healthcare 781,835 $52.6M 0.40% NEW
96 NTAP NETAPP INC Technology 489,379 $52.4M 0.40% NEW
97 UFPT UFP TECHNOLOGIES INC Healthcare 232,676 $51.7M 0.39% NEW
98 UHG UNITED HEALTH GROUP INC Consumer Cyclical 155,326 $51.3M 0.39% NEW
99 CSGS CSG SYSTEMS INTL INC Technology 664,666 $51.0M 0.39% NEW
100 DT DYNATRACE INC Technology 1,153,340 $50.0M 0.38% NEW
101 PLXS PLEXUS CORP Technology 339,150 $49.9M 0.38% NEW
102 PAYC PAYCOM SOFTWARE INC Technology 312,417 $49.8M 0.38% NEW
103 CPT CAMDEN PROPERTY TRUST Real Estate 452,238 $49.8M 0.38% NEW
104 WSM WILLIAMS-SONOMA INC Consumer Cyclical 277,385 $49.5M 0.37% NEW
105 BKNG BOOKING HLDGS INC Consumer Cyclical 9,250 $49.5M 0.37% NEW
106 PODD MERCK & CO INC NEW Healthcare 465,618 $49.0M 0.37% NEW
107 SCI SERVICE CORP INTERNATIONAL Consumer Cyclical 617,691 $48.2M 0.36% NEW
108 WHD CACTUS INC CL A Energy 1,038,716 $47.4M 0.36% NEW
109 ITW ILLINOIS TOOL WORKS Industrials 190,980 $47.0M 0.35% NEW
110 HAE HAEMONETICS CORP/MASS Healthcare 580,650 $46.5M 0.35% NEW
111 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 188,253 $46.5M 0.35% NEW
112 FFIV F5 INC Technology 182,149 $46.5M 0.35% NEW
113 MSM MSC INDUSTRIAL DIRECT CO-A Industrials 552,212 $46.4M 0.35% NEW
114 GDDY GODADDY INC Technology 369,175 $45.8M 0.35% NEW
115 CPK CHESAPEAKE UTILITIES CORP Utilities 365,353 $45.6M 0.34% NEW
116 ES EVERSOURCE ENERGY Utilities 669,728 $45.1M 0.34% NEW
117 IDCC INTERDIGITAL INC Technology 139,215 $44.3M 0.34% NEW
118 ATMU ATMUS FILTRATION TECHNOLOGIES Industrials 853,477 $44.3M 0.33% NEW
119 PBH PRESTIGE CONSMR HEALTHCARE INC Healthcare 713,772 $44.0M 0.33% NEW
120 LSTR LANDSTAR SYSTEM INC Industrials 304,480 $43.8M 0.33% NEW
121 MZTI MARZETTI COMPANY Consumer Defensive 263,686 $43.4M 0.33% NEW
122 ATEN A10 NETWORKS INC Technology 2,440,649 $43.2M 0.33% NEW
123 VMI VALMONT INDUSTRIES Industrials 107,039 $43.1M 0.33% NEW
124 WAT WATERS CORP Healthcare 112,407 $42.7M 0.32% NEW
125 LAMR LAMAR ADVERTISING CO-A Real Estate 319,858 $40.5M 0.31% NEW
126 SIGI SELECTIVE INS GROUP INC Financial Services 476,211 $39.8M 0.30% NEW
127 CNS COHEN & STEERS INC Financial Services 632,103 $39.7M 0.30% NEW
128 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 236,762 $39.3M 0.30% NEW
129 BRK.A BERKSHIRE HATHAWAY INC DEL CL Financial Services 77,483 $38.9M 0.29% NEW
130 ADI ANALOG DEVICES INC Technology 141,934 $38.5M 0.29% NEW
131 MS MORGAN STANLEY Financial Services 216,353 $38.4M 0.29% NEW
132 MARSH INC 204,655 $38.0M 0.29% NEW
133 BDX BECTON DICKINSON AND CO Healthcare 194,985 $37.8M 0.29% NEW
134 BLK BLACKROCK, INC. Financial Services 35,086 $37.6M 0.28% NEW
135 UPS UNITED PARCEL SERVICE-CL B Industrials 368,814 $36.6M 0.28% NEW
136 CUBE CUBESMART Real Estate 1,003,184 $36.2M 0.27% NEW
137 QCOM QUALCOMM INC Technology 207,566 $35.5M 0.27% NEW
138 VOO VANGUARD S&P 500 ETF 56,461 $35.4M 0.27% NEW
139 USPH U.S. PHYSICAL THERAPY INC Healthcare 452,314 $35.3M 0.27% NEW
140 ACLS AXCELIS TECHNOLOGIES INC Technology 427,736 $34.4M 0.26% NEW
141 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 365,447 $34.3M 0.26% NEW
142 GPC GENUINE PARTS CO Consumer Cyclical 278,824 $34.3M 0.26% NEW
143 HRB BLOCK H & R INC Consumer Cyclical 776,309 $33.8M 0.26% NEW
144 CRVL CORVEL CORP Financial Services 494,152 $33.4M 0.25% NEW
145 MAS MASCO CORP COM Industrials 518,089 $32.9M 0.25% NEW
146 DHI D R HORTON INC Consumer Cyclical 223,429 $32.2M 0.24% NEW
147 FCPT FOUR CORNERS PPTY TR INC COM Real Estate 1,394,098 $32.1M 0.24% NEW
148 MTDR MATADOR RESOURCES CO Energy 748,366 $31.8M 0.24% NEW
149 PSMT PRICESMART INC Consumer Defensive 258,250 $31.7M 0.24% NEW
150 TORO TORO CO Industrials 395,905 $31.2M 0.23% NEW
151 THG HANOVER INSURANCE GROUP INC Financial Services 170,347 $31.1M 0.23% NEW
152 CVLT COMMVAULT SYSTEMS INC Technology 245,933 $30.8M 0.23% NEW
153 CWST CASELLA WASTE SYS INC Industrials 311,665 $30.5M 0.23% NEW
154 AKAM AKAMAI TECHNOLOGIES INC Technology 348,956 $30.4M 0.23% NEW
155 GSG ISHARES DJ RUSSELL 2000 TR ETF Financial Services 122,805 $30.2M 0.23% NEW
156 FTNT FORTINET INC Technology 378,046 $30.0M 0.23% NEW
157 CATY CATHAY GENRAL BANCORP Financial Services 602,303 $29.1M 0.22% NEW
158 AMPH AMPHASTAR PHARMACEUTICALS INC Healthcare 1,087,266 $29.1M 0.22% NEW
159 A AGILENT TECHNOLOGIES, INC. Healthcare 207,881 $28.3M 0.21% NEW
160 NKE NIKE INC -CL B Consumer Cyclical 438,776 $28.0M 0.21% NEW
161 CMCSA COMCAST CORP NEW CL A Communication Services 927,204 $27.7M 0.21% NEW
162 UMBFO UMB FINANCIAL CORP Financial Services 237,130 $27.3M 0.21% NEW
163 COP CONOCOPHILLIPS Energy 290,831 $27.2M 0.20% NEW
164 BIO.B BIO RAD LABS INC Industrials 89,838 $27.2M 0.20% NEW
165 TRNO TERRENO RLTY CORP Real Estate 447,965 $26.3M 0.20% NEW
166 CLBK COLUMBIA SPORTSWEAR CO Financial Services 467,367 $25.7M 0.19% NEW
167 TMO THERMO FISHER SCIENTIFIC INC Healthcare 43,973 $25.5M 0.19% NEW
168 VSGX VANGUARD ESG INTL STOCK ETF 344,906 $24.7M 0.19% NEW
169 DFIN DONNELLEY FINL SOLUTIONS INC Financial Services 519,908 $24.3M 0.18% NEW
170 PCTY PAYLOCITY HOLDING CORP Technology 157,953 $24.1M 0.18% NEW
171 AMGN AMGEN INC. Healthcare 71,905 $23.5M 0.18% NEW
172 ADBE ADOBE INC Technology 67,220 $23.5M 0.18% NEW
173 SRCE 1ST SOURCE CORP Financial Services 372,082 $23.3M 0.17% NEW
174 POWI POWER INTEGRATIONS INC Technology 646,744 $23.0M 0.17% NEW
175 LULU LULULEMON ATHLETICA INC Consumer Cyclical 109,686 $22.8M 0.17% NEW
176 EW EDWARDS LIFESCIENCES CORP Healthcare 266,905 $22.8M 0.17% NEW
177 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 1,447,475 $21.8M 0.17% NEW
178 WEC WEC ENERGY GROUP INC COM Utilities 197,898 $20.9M 0.16% NEW
179 LAKE LAKELAND FINANCIAL CORP Consumer Cyclical 344,319 $19.6M 0.15% NEW
180 UTL UNITIL CORP Utilities 385,232 $18.7M 0.14% NEW
181 CORT CORCEPT THERAPEUTICS INC Healthcare 527,626 $18.4M 0.14% NEW
182 CVX CHEVRON CORP Energy 117,058 $17.8M 0.14% NEW
183 EOG RES INC 168,522 $17.7M 0.13% NEW
184 PAYX PAYCHEX INC Industrials 155,763 $17.5M 0.13% NEW
185 ZTS ZOETIS INC Healthcare 135,202 $17.0M 0.13% NEW
186 LMT LOCKHEED MARTIN CORP Industrials 33,337 $16.1M 0.12% NEW
187 CHD CHURCH & DWIGHT INC Consumer Defensive 192,133 $16.1M 0.12% NEW
188 MCD MCDONALD'S CORPORATION Consumer Cyclical 51,695 $15.8M 0.12% NEW
189 TJX TJX COMPANIES, INC. Consumer Cyclical 97,659 $15.0M 0.11% NEW
190 SBUX STARBUCKS CORP Consumer Cyclical 169,644 $14.3M 0.11% NEW
191 PNC PNC FINANCIAL SERVICES GROUP Financial Services 68,305 $14.3M 0.11% NEW
192 CL COLGATE-PALMOLIVE CO Consumer Defensive 170,118 $13.4M 0.10% NEW
193 NFLX NETFLIX INC Communication Services 143,190 $13.4M 0.10% NEW
194 OII OCEANEERING INTL INC Energy 532,179 $12.8M 0.10% NEW
195 TROW T ROWE PRICE GROUP INC Financial Services 121,135 $12.4M 0.09% NEW
196 MSCI MSCI INC Financial Services 21,180 $12.2M 0.09% NEW
197 HD HOME DEPOT, INC. Consumer Cyclical 33,982 $11.7M 0.09% NEW
198 ORLY O REILLY AUTOMOTIVE INC NEW Consumer Cyclical 122,731 $11.2M 0.08% NEW
199 CNM CORE & MAIN INC Industrials 195,584 $10.2M 0.08% NEW
200 DHR DANAHER CORP Healthcare 43,846 $10.0M 0.08% NEW
201 VRSK VERISK ANALYTICS INC-CLASS A Industrials 44,185 $9.9M 0.07% NEW
202 SLB SLB LIMITED Energy 256,274 $9.8M 0.07% NEW
203 AAL AMERICAN WATER WORKS CO INC Industrials 72,796 $9.5M 0.07% NEW
204 AMETEK INC NEW 44,410 $9.1M 0.07% NEW
205 ON ON SEMICONDUCTOR CORPORATION Technology 166,360 $9.0M 0.07% NEW
206 AVGO BROADCOM LTD Technology 25,033 $8.7M 0.07% NEW
207 AVB AVALONBAY COMMUNITIES INC Real Estate 47,389 $8.6M 0.07% NEW
208 VWO VANGUARD FTSE EMERGING MARKETS 152,969 $8.2M 0.06% NEW
209 EMR EMERSON ELECTRIC CO Industrials 60,619 $8.0M 0.06% NEW
210 ISRG INTUITIVE SURGICAL INC Healthcare 13,972 $7.9M 0.06% NEW
211 VTI VANGUARD TOTAL STOCK MARKET IN 23,253 $7.8M 0.06% NEW
212 ULTA SALON COSMETIC & FRAGRANC 12,740 $7.7M 0.06% NEW
213 PKG PACKAGING CORP OF AMERICA Consumer Cyclical 35,194 $7.3M 0.06% NEW
214 BR BROADRIDGE FINANCIAL SOLUTIO Technology 30,859 $6.9M 0.05% NEW
215 BRO BROWN & BROWN INC COM Financial Services 86,294 $6.9M 0.05% NEW
216 LIN LINDE PLC Basic Materials 15,044 $6.4M 0.05% NEW
217 VEEV VEEVA SYSTEMS INC-CLASS A Healthcare 28,129 $6.3M 0.05% NEW
218 ABT ABBOTT LABS COM Healthcare 47,457 $5.9M 0.04% NEW
219 ABBV ABBVIE INC Healthcare 25,726 $5.9M 0.04% NEW
220 HSY THE HERSHEY COMPANY Consumer Defensive 31,225 $5.7M 0.04% NEW
221 CMI CUMMINS INC Industrials 10,827 $5.5M 0.04% NEW
222 BALL BALL CORP Consumer Cyclical 98,757 $5.2M 0.04% NEW
223 USB US BANCORP Financial Services 96,046 $5.1M 0.04% NEW
224 DGX QUEST DIAGNOSTICS INC Healthcare 28,849 $5.0M 0.04% NEW
225 VZ VERIZON COMMUNICATIONS Communication Services 119,341 $4.9M 0.04% NEW
226 VO VANGUARD MID-CAP ETF 16,569 $4.8M 0.04% NEW
227 ECL ECOLAB INC Basic Materials 17,395 $4.6M 0.03% NEW
228 VXF VANGUARD EXTENDED MARKET ETF 21,824 $4.6M 0.03% NEW
229 ACI ALBERTSONS COS INC Consumer Defensive 262,636 $4.5M 0.03% NEW
230 CHARTER COMMUNICATIONS INC-A 20,983 $4.4M 0.03% NEW
231 STT STATE STREET SPDR S&P 500 ETF Financial Services 6,318 $4.3M 0.03% NEW
232 CME CME GROUP INC. Financial Services 14,449 $3.9M 0.03% NEW
233 PYPL PAYPAL HOLDINGS INC Financial Services 64,955 $3.8M 0.03% NEW
234 MCO MOODYS CORP Financial Services 7,100 $3.6M 0.03% NEW
235 CTSH COGNIZANT TECHNOLOGY SOLUTIONS Technology 43,092 $3.6M 0.03% NEW
236 MA MASTERCARD INC Financial Services 6,109 $3.5M 0.03% NEW
237 LILLY (ELI) & CO 3,201 $3.4M 0.03% NEW
238 GSG ISHARES TR RUS 1000 VAL ETF Financial Services 14,638 $3.1M 0.02% NEW
239 MMM 3M CO Industrials 18,759 $3.0M 0.02% NEW
240 HON HONEYWELL INTERNATIONAL INC. Industrials 14,365 $2.8M 0.02% NEW
241 BAC BANK OF AMERICA CORPORATION Financial Services 48,820 $2.7M 0.02% NEW
242 CCEP COCA-COLA CO. Consumer Defensive 36,964 $2.6M 0.02% NEW
243 RY ROYAL BANK OF CANADA Financial Services 14,935 $2.5M 0.02% NEW
244 PH PARKER HANNIFIN CORP Industrials 2,806 $2.5M 0.02% NEW
245 NEE NEXTERA ENERGY INC Utilities 30,678 $2.5M 0.02% NEW
246 GSG ISHARES MSCI KLD 400 SOCIAL Financial Services 19,003 $2.4M 0.02% NEW
247 VV VANGUARD INDEX FDS LARGE CAP E 7,645 $2.4M 0.02% NEW
248 BKR BAKER HUGHES COMPANY CL A Energy 50,885 $2.3M 0.02% NEW
249 BRK.B BERKSHIRE HATHAWAY INC-CL A Financial Services 3 $2.3M 0.02% NEW
250 GSG ISHARES S&P 500 INDEX FUND Financial Services 3,207 $2.2M 0.02% NEW
251 INTU INTUIT INC Technology 3,309 $2.2M 0.02% NEW
252 RTX RTX CORP Industrials 11,897 $2.2M 0.02% NEW
253 VLTO VERALTO CORP Industrials 21,369 $2.1M 0.02% NEW
254 MDT MEDTRONIC INC Healthcare 21,576 $2.1M 0.02% NEW
255 GSG ISHARES TR RUSSELL MIDCAP Financial Services 19,725 $1.9M 0.01% NEW
256 SPGI S&P GLOBAL INC Financial Services 3,415 $1.8M 0.01% NEW
257 PFE PFIZER, INC. Healthcare 70,704 $1.8M 0.01% NEW
258 WMT WAL-MART STORES INC Consumer Defensive 14,911 $1.7M 0.01% NEW
259 VUG VANGUARD GROWTH ETF 3,334 $1.6M 0.01% NEW
260 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 41,897 $1.6M 0.01% NEW
261 TSLA TESLA MOTORS INC Consumer Cyclical 3,385 $1.5M 0.01% NEW
262 NSC NORFOLK SOUTHERN CORP Industrials 5,267 $1.5M 0.01% NEW
263 GE GE AEROSPACE Industrials 4,908 $1.5M 0.01% NEW
264 WM WASTE MGMT INC Industrials 6,822 $1.5M 0.01% NEW
265 MTB M & T BANK CORP Financial Services 7,175 $1.4M 0.01% NEW
266 VEA VANGUARD FTSE DEVELOPED ETF 21,848 $1.4M 0.01% NEW
267 OMC OMNICOM GROUP Communication Services 15,696 $1.3M 0.01% NEW
268 WFC WELLS FARGO & COMPANY Financial Services 13,515 $1.3M 0.01% NEW
269 MCK MCKESSON CORP Healthcare 1,468 $1.2M 0.01% NEW
270 ED CONSOLIDATED EDISON INC Utilities 12,098 $1.2M 0.01% NEW
271 CVS CVS HEALTH CORPORATION Healthcare 14,413 $1.1M 0.01% NEW
272 SAP SAP AG Technology 4,695 $1.1M 0.01% NEW
273 ETN EATON CORPORATION Industrials 3,541 $1.1M 0.01% NEW
274 REGN REGENERON PHARMACEUTICALS INC Healthcare 1,453 $1.1M 0.01% NEW
275 GS GOLDMAN SACHS GROUP INC Financial Services 1,194 $1.0M 0.01% NEW
276 XYL XYLEM INC Industrials 7,542 $1.0M 0.01% NEW
277 GSG ISHARES RUSSELL 1000 Financial Services 2,705 $1.0M 0.01% NEW
278 GSG ISHARES CORE S&P SMALLCAP ETF Financial Services 8,390 $1.0M 0.01% NEW
279 GSG ISHARES CORE S&P TOTAL US STOC Financial Services 6,667 $991K 0.01% NEW
280 STT STATE STREET CORP Financial Services 7,621 $983K 0.01% NEW
281 VIGI VANGUARD DIVIDEND APPREC ETF 4,426 $973K 0.01% NEW
282 DISNEY (WALT) CO 8,490 $966K 0.01% NEW
283 NOC NORTHROP GRUMMAN CORP Industrials 1,668 $951K 0.01% NEW
284 IBM INTL BUSINESS MACHINES CORP Technology 3,210 $951K 0.01% NEW
285 GIS GENERAL MILLS INC Consumer Defensive 20,230 $941K 0.01% NEW
286 KMB KIMBERLY-CLARK CORPORATION Consumer Defensive 9,292 $937K 0.01% NEW
287 INTC INTEL CORP Technology 24,841 $917K 0.01% NEW
288 IVR INVESCO EXCHANGE TRADED FD TR Real Estate 4,754 $911K 0.01% NEW
289 XLK TECHNOLOGY SELECT SECT SPDR 6,302 $907K 0.01% NEW
290 PSX PHILLIPS 66 Energy 6,860 $885K 0.01% NEW
291 DFAC DIMENSIONAL US CORE EQUITY 2 E 21,537 $853K 0.01% NEW
292 SCHWAB (CHARLES) CORP 8,420 $841K 0.01% NEW
293 CRM SALESFORCE INC Technology 3,122 $827K 0.01% NEW
294 FIX COMFORT SYSTEMS USA INC Industrials 875 $817K 0.01% NEW
295 BF.A BROWN FORMAN CORP CL A Industrials 30,400 $800K 0.01% NEW
296 GEV GE VERNOVA INC Utilities 1,152 $753K 0.01% NEW
297 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,555 $750K 0.01% NEW
298 QUAL ISHARE EDGE MSCI USA QUALITY F 3,748 $744K 0.01% NEW
299 BSX BOSTON SCIENTIFIC CORPORATION Healthcare 7,768 $741K 0.01% NEW
300 HCA HOLDINGS INC 1,583 $739K 0.01% NEW
301 TRV TRAVELERS COS INC Financial Services 2,486 $721K 0.01% NEW
302 DG DOLLAR GENERAL CORP Consumer Defensive 5,393 $716K 0.01% NEW
303 TGT TARGET CORP Consumer Defensive 7,278 $711K 0.01% NEW
304 ASML ASML HOLDING N V N Y REGISTRY Technology 655 $701K 0.01% NEW
305 VT VANGUARD TOTAL WORLD STOCK ETF 4,925 $695K 0.01% NEW
306 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 12,705 $685K 0.01% NEW
307 WABTEC CORP 3,201 $683K 0.01% NEW
308 CAT CATERPILLAR INC. Industrials 1,130 $647K 0.01% NEW
309 CTAS CINTAS CORPORATION Industrials 3,417 $643K 0.01% NEW
310 DEO DIAGEO PLC ADR Consumer Defensive 7,306 $630K 0.01% NEW
311 CSX CSX CORP Industrials 17,315 $628K 0.01% NEW
312 GSG ISHARES RUSSELL 3000 ETF Financial Services 1,590 $615K 0.01% NEW
313 NVO NOVO-NORDISK AS ADR - B Healthcare 12,036 $612K 0.01% NEW
314 GD GENERAL MOTORS CO Industrials 7,433 $604K 0.01% NEW
315 GSG ISHARES CORE MSCI EAFE ETF Financial Services 6,555 $586K 0.00% NEW
316 NOW SERVICENOW INC Technology 3,755 $575K 0.00% NEW
317 IVR INVESCO QQQ ETF Real Estate 909 $558K 0.00% NEW
318 TXN TEXAS INSTRUMENTS INC Technology 3,186 $553K 0.00% NEW
319 VEU VANGUARD FTSE ALL WORLD EX-US 7,391 $544K 0.00% NEW
320 CARR CARRIER GLOBAL CORPORATION Industrials 9,987 $528K 0.00% NEW
321 UL UNILEVER PLC-SPONSORED ADR Consumer Defensive 7,954 $520K 0.00% NEW
322 CBT CABOT CORP Basic Materials 7,733 $513K 0.00% NEW
323 TD TORONTO DOMINION BK ONT Financial Services 5,400 $509K 0.00% NEW
324 APH AMPHENOL CORP-CL A Technology 3,759 $508K 0.00% NEW
325 ALV AUTOLIV INC Consumer Cyclical 4,050 $481K 0.00% NEW
326 SCHF SCHWAB INTL EQUITY ETF 19,583 $471K 0.00% NEW
327 SHM SPDR NUVEEN ICE SHORT TERM MUN 9,766 $469K 0.00% NEW
328 JEF JEFFERIES FINL GROUP INC Financial Services 7,500 $465K 0.00% NEW
329 PLD PROLOGIES INC Real Estate 3,638 $464K 0.00% NEW
330 GSG ISHARES SHORT-TERM NATIONAL MU Financial Services 4,281 $457K 0.00% NEW
331 MCHP MICROCHIP TECHNOLOGY INC Technology 7,075 $451K 0.00% NEW
332 SHW SHERWIN WILLIAMS CO Basic Materials 1,386 $449K 0.00% NEW
333 BAC THE BANK OF NEW YORK MELLON CO Financial Services 3,844 $446K 0.00% NEW
334 IEMG ISHARE CORE MSCI EMERGING MARK 6,589 $443K 0.00% NEW
335 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,200 $441K 0.00% NEW
336 TT TRANE TECHNOLOGIES PLC Industrials 1,127 $439K 0.00% NEW
337 VYMI VANGUARD HIGH DIVIDEND YIELD E 2,935 $421K 0.00% NEW
338 VCEB VANGUARD ESG US CORPORATE BOND 6,400 $407K 0.00% NEW
339 VNQ VANGUARD REAL ESTATE ETF 4,522 $400K 0.00% NEW
340 PANW PALO ALTO NETWORKS INC Technology 2,143 $395K 0.00% NEW
341 VCSH VANGUARD S/T CORP BOND ETF 4,936 $394K 0.00% NEW
342 MDY SPDR S&P MIDCAP 400 ETF TRUST Financial Services 645 $389K 0.00% NEW
343 VGT VANGUARD INFO TECH ETF 515 $388K 0.00% NEW
344 BF.A BROWN FORMAN CORP CL B Industrials 14,837 $387K 0.00% NEW
345 CSL CARLISLE COMPANIES INCORPORATE Industrials 1,200 $384K 0.00% NEW
346 MDLZ MONDELEZ INTERNATIONAL-W/I Consumer Defensive 7,087 $381K 0.00% NEW
347 DUK DUKE ENERGY CORP Utilities 3,150 $369K 0.00% NEW
348 GSG ISHARES S&P MIDCAP 400 Financial Services 5,490 $362K 0.00% NEW
349 BAM BROOKFIELD CORP CL A Financial Services 7,821 $359K 0.00% NEW
350 T AT & T INC Communication Services 14,273 $355K 0.00% NEW
351 GSG ISHARES MSCI USA MULTIFACTOR E Financial Services 5,045 $350K 0.00% NEW
352 SNPS SYNOPSYS INC Technology 743 $349K 0.00% NEW
353 LRCX LAM RESEARCH CORPORATION Technology 1,960 $336K 0.00% NEW
354 OTIS OTIS WORLDWIDE CORP Industrials 3,698 $323K 0.00% NEW
355 ICE INTERCONTINENTAL EXCHANGE Financial Services 1,873 $303K 0.00% NEW
356 NVS NOVARTIS AG Healthcare 2,096 $289K 0.00% NEW
357 ADVB ADVANCED DRAIN SYS INC DEL Healthcare 1,975 $286K 0.00% NEW
358 GSG ISHARES RUSSELL 1000 GROWTH FD Financial Services 575 $272K 0.00% NEW
359 FISV FISERV, INC. Technology 4,035 $271K 0.00% NEW
360 BEN FRANKLIN RES INC Financial Services 11,000 $263K 0.00% NEW
361 DELL DELL TECHNOLOGIES INC Technology 2,077 $261K 0.00% NEW
362 GSG ISHARES MSCI USA MIN VOL Financial Services 2,767 $261K 0.00% NEW
363 SMUCKER J M CO 2,585 $253K 0.00% NEW
364 FAST FASTENAL CO Industrials 6,272 $252K 0.00% NEW
365 XEL XCEL ENERGY INC Utilities 3,347 $247K 0.00% NEW
366 COMERICA INC 2,800 $243K 0.00% NEW
367 ITT ITT CORP Industrials 1,400 $243K 0.00% NEW
368 LOAN MANHATTAN ASSOCS INC Real Estate 1,400 $243K 0.00% NEW
369 ALL ALLSTATE CORP Financial Services 1,144 $238K 0.00% NEW
370 ENSG ENSIGN GROUP INC/THE Healthcare 1,350 $235K 0.00% NEW
371 VGSH VANGUARD SCOTTSDALE FDS SHORT 3,931 $231K 0.00% NEW
372 MLM MARTIN MARIETTA MATERIALS Basic Materials 363 $226K 0.00% NEW
373 INGR INGREDION INC Consumer Defensive 2,041 $225K 0.00% NEW
374 VB VANGUARD SMALL CAP VIPERS FUND 856 $221K 0.00% NEW
375 VERX VERTEX PHARMACEUTICALS INC Technology 485 $220K 0.00% NEW
376 SOLV SOLVENTUM CORP Healthcare 2,774 $220K 0.00% NEW
377 FSLR FIRST SOLAR INC Energy 835 $218K 0.00% NEW
378 VCIT VANGUARD I/T CORPORATE BOND ET 2,577 $216K 0.00% NEW
379 AIG AMERICAN INTERNATIONAL GROUP Financial Services 2,500 $214K 0.00% NEW
380 GS GOLDMAN SACHS ACTIVE BETA US L Financial Services 1,593 $211K 0.00% NEW
381 VFC V F CORP Consumer Cyclical 11,660 $211K 0.00% NEW
382 BAM BROOKFIELD INFRASTRUCTURE PART Financial Services 6,050 $210K 0.00% NEW
383 ROK ROCKWELL AUTOMATION INC. Industrials 538 $209K 0.00% NEW
Sector Allocation
Technology 25.3%
Industrials 16.9%
Financial Services 14.5%
Healthcare 12.6%
Consumer Cyclical 8.3%
Communication Services 5.8%
Consumer Defensive 5.7%
Real Estate 3.9%
Energy 3.1%
Utilities 2.7%