MondegarAI
Centennial Bank/AR/

Q1 2026 · 13F-HR

Centennial Bank/AR/holdings as filed

Filed 2026-05-06 · accession 0001994744-26-000003

$278.7M
Reported value
323
Positions
2026-03-31
Period end
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The Brief · Centennial Bank/AR/ · Q1 2026

AI · grounded in 13F

Centennial Bank/AR/ increased its position in Vanguard Mortgage-Backed Securities ETF VMBS by 646.63%. The fund also accumulated shares of iShares Aaa - A Rated Corporate Bond ETF QLTA by 642.45% and Wisdomtree Floating Rate Treasury ETF USFR by 514.06%. On the sell side, the fund trimmed its holdings in iShares Russell 1000 Growth ETF IWF by 30.38% and Dimensional US Equity ETF DFUS by 47.81%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
25434V104DFAUDFA US Core Equity ETF$12.1M4.34%267,957CommonSOLE
464288257ACWIiShares MSCI ACWI ETF$12.1M4.33%87,215CommonSOLE
921943858VEAVanguard FTSE Developed Markets ETF$11.7M4.21%183,020CommonSOLE
464287622IWBiShares Russell 1000 ETF$10.2M3.65%28,514CommonSOLE
81369Y803XLKTechnology Select Sector SPDR ETF$8.2M2.95%61,855CommonSOLE
922042775VEUVanguard FTSE All World Ex US ETF$8.0M2.87%106,571CommonSOLE
78462F103SPYSPDR S&P 500 ETF$7.4M2.66%11,405CommonSOLE
464287507IJHiShares Core S&P Mid-Cap ETF$6.7M2.39%98,515CommonSOLE
92206C771VMBSVanguard Mortgage-Backed Securities ETF$6.3M2.26%134,334CommonSOLE
921937827BSVVanguard Short Term Bond ETF$6.3M2.25%80,028CommonSOLE
921937819BIVVanguard Intermediate Term Bond ETF$6.3M2.25%81,275CommonSOLE
46435G516ESGDiShares ESG Aware MSCI EAFE ETF$6.2M2.22%64,800CommonSOLE
464287804IJRiShares Core S&P Small-Cap ETF$5.0M1.78%39,956CommonSOLE
464287499IWRiShares Russell Mid-Cap ETF$4.9M1.75%50,275CommonSOLE
78463V107GLDSPDR Gold Shares ETF$4.6M1.66%10,770CommonSOLE
78433H303SPYINEOS S&P 500 High Income ETF$4.4M1.59%89,470CommonSOLE
922042858VWOVanguard FTSE Emerging Markets ETF$4.4M1.58%81,619CommonSOLE
97717Y527USFRWisdomtree Floating Rate Treasury ETF$4.3M1.53%84,888CommonSOLE
81369Y704XLIIndustrial Select Sector SPDR ETF$4.1M1.47%25,306CommonSOLE
11135F101AVGOBroadcom, Inc.$3.9M1.39%12,525CommonSOLE
037833100AAPLApple, Inc.$3.8M1.36%14,978CommonSOLE
81369Y605XLFFinancial Select Sector SPDR ETF$3.7M1.34%75,608CommonSOLE
46429B291QLTAiShares Aaa - A Rated Corporate Bond ETF$3.7M1.33%78,091CommonSOLE
46434G863ESGEiShares ESG Aware MSCI Emerging Markets ETF$3.6M1.30%79,400CommonSOLE
594918104MSFTMicrosoft Corp.$3.6M1.28%9,610CommonSOLE
464287598IWDiShares Russell 1000 Value ETF$3.3M1.19%15,569CommonSOLE
37954Y871URAGlobal X Funds Uranium ETF$3.2M1.16%66,480CommonSOLE
436893200HOMBHome BancShares, Inc.$3.2M1.15%119,279CommonSOLE
46641Q761JQUAJPMorgan US Quality Factor ETF$3.2M1.14%52,000CommonSOLE
81369Y852XLCCommunication Services Select Sector SPDR ETF$3.2M1.14%28,718CommonSOLE
46137V233XLGInvesco S&P 500 Top 50 ETF$3.1M1.11%56,600CommonSOLE
464288414MUBiShares National Muni Bond ETF$2.9M1.05%27,532CommonSOLE
78464A375SPIBState Street SPDR Portfolio Intermediate Term Corporate Bond ETF$2.7M0.96%79,360CommonSOLE
46641Q779JMOMJP Morgan US Momentum Factor ETF$2.6M0.94%38,575CommonSOLE
25434V401DFUSDimensional US Equity ETF$2.6M0.94%36,789CommonSOLE
464287200IVViShares Core S&P 500 ETF$2.5M0.89%3,791CommonSOLE
464287655IWMiShares Russell 2000 ETF$2.3M0.84%9,384CommonSOLE
81369Y308XLPConsumer Staples Select Sector SPDR ETF$2.3M0.82%27,743CommonSOLE
81369Y209XLVHealth Care Select Sector SPDR ETF$1.9M0.70%13,232CommonSOLE
81369Y860XLREReal Estate Select Sector SPDR ETF$1.8M0.65%44,127CommonSOLE
46641Q266JEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$1.8M0.64%34,119CommonSOLE
166764100CVXChevron Corp$1.8M0.63%8,463CommonSOLE
22160K105COSTCostco Wholesale Corp$1.7M0.63%1,756CommonSOLE
81369Y407XLYConsumer Discretionary Select Sector SPDR ETF$1.7M0.61%15,613CommonSOLE
922908652VXFVanguard Extended Markets ETF$1.6M0.56%7,612CommonSOLE
023135106AMZNAmazon.com, Inc.$1.5M0.55%7,340CommonSOLE
74348A467NOBLProshares S&P 500 Dividend Aristocrats ETF$1.5M0.54%14,200CommonSOLE
931142103WMTWalmart Inc$1.5M0.54%12,080CommonSOLE
922908553VNQVanguard Real Estate ETF$1.4M0.51%16,034CommonSOLE
25434V856DFIPDFA Inflation-Protected Securities ETF$1.4M0.50%33,380CommonSOLE
72201R866MUNIPIMCO Intermediate Municipal Bond Active ETF$1.3M0.48%25,688CommonSOLE
92206C599VTHRVanguard Russell 3000 Index ETF$1.3M0.48%4,661CommonSOLE
464287614IWFiShares Russell 1000 Growth ETF$1.3M0.47%3,069CommonSOLE
478160104JNJJohnson & Johnson$1.3M0.46%5,288CommonSOLE
025072323AVSCAvantis U.S Small Cap Equity ETF$1.3M0.46%20,633CommonSOLE
46625H100JPMJPMorgan Chase & Co.$1.3M0.46%4,364CommonSOLE
464288612GVIiShares Intermediate Government/Credit Bond ETF$1.3M0.45%11,847CommonSOLE
78464A763SDYState Street SPDR S&P Dividend ETF$1.3M0.45%8,650CommonSOLE
229899109CFRCullen/Frost Bankers Inc$1.2M0.44%8,975CommonSOLE
842587107SOThe Southern Company$1.2M0.43%12,499CommonSOLE
81369Y886XLUUtilities Select Sector SPDR ETF$1.2M0.43%26,005CommonSOLE
512807306LRCXLam Research Corp.$1.2M0.42%5,470CommonSOLE
78464A672SPTIState Street SPDR Portfolio Intermediate Term Treasury ETF$1.1M0.41%39,491CommonSOLE
81369Y506XLEEnergy Select Sector SPDR ETF$1.1M0.40%18,088CommonSOLE
46438F101IBITiShares Bitcoin Trust ETF$1.1M0.38%27,530CommonSOLE
G54950103LINLinde PLC$1.0M0.37%2,100CommonSOLE
02079K107GOOGAlphabet Inc Class C$1.0M0.36%3,540CommonSOLE
718172109PMPhilip Morris International Inc$943,9260.34%5,709CommonSOLE
745867101PHMPulteGroup Inc$916,6520.33%7,794CommonSOLE
30231G102XOMExxon Mobil Corp$915,3160.33%5,395CommonSOLE
464288638IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$913,5750.33%17,166CommonSOLE
548661107LOWLowe's Companies, Inc.$884,3960.32%3,743CommonSOLE
060505104BACBank Of America Corp$865,8490.31%17,761CommonSOLE
464288448IDViShares International Select Dividend ETF$841,1980.30%19,765CommonSOLE
58933Y105MRKMerck & Co., Inc.$833,4890.30%6,929CommonSOLE
209115104EDConsolidated Edison Inc Corp$829,7230.30%7,331CommonSOLE
81369Y100XLBMaterials Select Sector SPDR ETF$789,3760.28%15,797CommonSOLE
H42097107UBSUBS Group AG$762,8930.27%19,927CommonSOLE
713448108PEPPepsico, Inc.$745,2370.27%4,799CommonSOLE
026874784AIGAmerican International Group Inc$744,9000.27%9,899CommonSOLE
025816109AXPAmerican Express Co.$735,3290.26%2,431CommonSOLE
56585A102MPCMarathon Petroleum Corp$719,5980.26%2,947CommonSOLE
172908105CTASCintas Corp$710,7260.26%4,202CommonSOLE
437076102HDHome Depot Inc.$704,8110.25%2,143CommonSOLE
872590104TMUST-Mobile US Inc$697,9300.25%3,323CommonSOLE
20825C104COPConocophillips$667,6560.24%5,058CommonSOLE
G7997R103STXSeagate Technology Holdings Plc Ordinary Shares$662,0740.24%1,690CommonSOLE
281020107EIXEdison International Corp$658,6200.24%9,000CommonSOLE
110122108BMYBristol Myers Squibb Corp$634,9450.23%10,469CommonSOLE
580135101MCDMcDonald's Corp$604,7970.22%1,946CommonSOLE
47233W109JEFJefferies Financial Group Inc$599,8180.22%14,534CommonSOLE
464287473IWSiShares Russell Mid-Cap Value ETF$585,0000.21%4,014CommonSOLE
942622200WSOWatsco Inc$552,2330.20%1,518CommonSOLE
031162100AMGNAmgen, Inc.$536,5710.19%1,525CommonSOLE
018802108LNTAlliant Energy Corp$531,0240.19%7,400CommonSOLE
464287226AGGiShares Core US Aggregate Bond ETF$523,3510.19%5,272CommonSOLE
595112103MUMicron Technology Inc$506,7600.18%1,500CommonSOLE
02209S103MOAltria Group Inc$503,9660.18%7,637CommonSOLE
025537101AEPAmerican Electric Power Company, Inc.$501,3810.18%3,825CommonSOLE
539830109LMTLockheed Martin Corp$496,2040.18%821CommonSOLE
052414RV3Austin Tex Elec Util Sys Rev TX 2.987 11/15/2029$480,0950.17%500,000CommonSOLE
75513E101RTXRTX Corp$467,3970.17%2,423CommonSOLE
78468R200FLRNState Street SPDR Bloomberg Investment Grade Floating Rate ETF$465,7320.17%15,131CommonSOLE
46120E602ISRGIntuitive Surgical Inc$455,9190.16%989CommonSOLE
882508104TXNTexas Instruments Inc$455,6470.16%2,347CommonSHARED
464287630IWNiShares Russell 2000 Value ETF$446,4840.16%2,355CommonSOLE
92206C870VCITVanguard Intermediate-Term Corporate Bond ETF$425,0870.15%5,137CommonSOLE
369550108GDGeneral Dynamics$411,5210.15%1,199CommonSHARED
00724F101ADBEAdobe Inc$392,8170.14%1,616CommonSOLE
532457108LLYEli Lilly and Co Corp$389,0630.14%423CommonSHARED
002824100ABTAbbott Laboratories$362,5280.13%3,531CommonSOLE
30303M102METAMeta Platforms, Inc. Cl A$360,4420.13%630CommonSOLE
40434L105HPQHP Inc$350,0060.13%18,220CommonSOLE
115236101BROBrown & Brown Inc$347,1780.12%5,324CommonSOLE
17275R102CSCOCisco Systems, Inc.$346,2070.12%4,462CommonSOLE
26441C204DUKDuke Energy Corp$345,6820.12%2,640CommonSOLE
336433107FSLRFirst Solar Inc$338,4980.12%1,716CommonSOLE
46432F842IEFAiShares Core MSCI EAFE ETF$326,0890.12%3,602CommonSOLE
92826C839VVisa Inc Com Cl A$323,3970.12%1,070CommonSOLE
00287Y109ABBVAbbvie Inc$322,1030.12%1,481CommonSOLE
89417E109TRVTravelers Companies Inc$318,2230.11%1,091CommonSOLE
65339F101NEENextera Energy Inc$316,5350.11%3,408CommonSHARED
92343V104VZVerizon Communications Inc$316,3100.11%6,301CommonSOLE
438516106HONHoneywell International Inc$311,0170.11%1,376CommonSOLE
020002101ALLAllstate Corp$311,0100.11%1,500CommonSOLE
609207105MDLZMondelez International$305,4920.11%5,300CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Ordinary Shares - Class B$287,5200.10%600CommonSOLE
57636Q104MAMastercard, Inc.$282,3080.10%565CommonSOLE
742718109PGProcter & Gamble$280,3580.10%1,941CommonSOLE
988498101YUMYum! Brands Inc$279,8640.10%1,800CommonSOLE
67066G104NVDANVIDIA Corp.$258,2860.09%1,481CommonSOLE
464287150ITOTIshares Trust Core S&p Total U.S. Stock Market Etf$252,5280.09%1,773CommonSOLE
053015103ADPAutomatic Data Processing Inc$239,3460.09%1,178CommonSHARED
78468R408SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETF$235,9110.08%9,444CommonSOLE
191216100KOCoca-Cola Co$227,6180.08%2,993CommonSHARED
872540109TJXTJX Companies Inc$220,7050.08%1,382CommonSHARED
464285204IAUiShares Gold Trust ETF$220,4000.08%2,500CommonSOLE
78468R606SPHYState Street SPDR Portfolio High Yield Bond ETF$213,5880.08%9,159CommonSOLE
29250N105ENBEnbridge Inc$205,5700.07%3,797CommonSOLE
718546104PSXPhillips 66 Corp$204,9530.07%1,125CommonSOLE
68389X105ORCLOracle Corp$204,3360.07%1,389CommonSOLE
149123101CATCaterpillar Inc$200,4940.07%283CommonSOLE
717081103PFEPfizer Inc$199,5930.07%7,108CommonSOLE
00206R102TAT&T Corp$187,9710.07%6,484CommonSOLE
464287432TLTISHARES TR$182,0490.07%2,100CommonSOLE
464287440IEFiShares Barclays 7-10 Year Treasury Bond ETF$180,9540.06%1,896CommonSOLE
803054204SAPSAP SE$179,7710.06%1,050CommonSOLE
949746101WMT2Wells Fargo & Co$175,8580.06%2,209CommonSOLE
464287465EFAiShares MSCI EAFE ETF$174,8340.06%1,800CommonSOLE
25434V765DIHPDFA Dimensional International High Profitability ETF$174,8260.06%5,426CommonSOLE
670346105NUENucor Corp$172,1440.06%1,018CommonSOLE
666807102NOCNorthrop Grumman Corp$170,5600.06%250CommonSOLE
922908611VBRVanguard Small Cap Value Index ETF$165,1100.06%760CommonSOLE
617446448MSMorgan Stanley$164,5700.06%1,000CommonSOLE
682680103OKEOneok Inc$164,4190.06%1,819CommonSHARED
655844108NSCNorfolk Southern Corp$158,1370.06%551CommonSOLE
09062X103BIIBBiogen Inc Com$146,6640.05%800CommonSOLE
95040Q104WELLWelltower Inc Com$146,3050.05%740CommonSOLE
464287481IWPiShares Russell Mid-Cap Growth ETF$145,2880.05%1,134CommonSOLE
46090E103QQQInvesco QQQ Trust Series 1 ETF$144,2950.05%250CommonSOLE
704326107PAYXPaychex Inc$139,5620.05%1,515CommonSOLE
09290D101BLKBlackrock Funding, Inc.$139,4480.05%145CommonSOLE
91324P102UNHUnitedHealth Group, Inc.$139,0830.05%514CommonSOLE
02079K305GOOGLAlphabet Inc Cl A$134,8660.05%469CommonSOLE
464288281EMBiShares JP Morgan USD Emerging Markets Bond ETF$134,5080.05%1,432CommonSOLE
922908629VOVanguard Mid-Cap ETF$123,7750.04%431CommonSOLE
29364G103ETREntergy Corp$120,1130.04%1,069CommonSOLE
922908363VOOVanguard 500 Index ETF$119,5100.04%200CommonSOLE
922907746VTEBVanguard Tax-Exempt Bond ETF$116,3930.04%2,333CommonSOLE
126650100CVSCVS Health Corp$112,4700.04%1,566CommonSOLE
46431W838MEARiShares Short Maturity Municipal Bond ETF$107,6770.04%2,139CommonSOLE
372460105GPCGenuine Parts Co$107,2310.04%1,014CommonSOLE
482480100KLACKLA Corp$103,0690.04%70CommonSOLE
G29183103ETNEaton Corp PLC$101,9360.04%285CommonSOLE
92343E102VRSNVerisign, Inc$99,3440.04%400CommonSOLE
14149Y108CAHCardinal Health Inc$96,9910.03%459CommonSOLE
64110L106NFLXNetflix Inc$96,1500.03%1,000CommonSOLE
92206C623VTWGVanguard Russell 2000 Growth ETF$93,2190.03%407CommonSOLE
G0593M107AZNAstrazeneca PLC Ordinary Shares$92,9660.03%480CommonSHARED
04010L103ARCCAres Capital Corp$87,5050.03%4,856CommonSHARED
921908844VIGVanguard Dividend Appreciation ETF$86,0240.03%400CommonSOLE
452308109ITWIllinois Tool Works Inc$85,8960.03%330CommonSOLE
58155Q103MCKMckesson Corp$85,6710.03%99CommonSOLE
969457100WMBWilliams Companies Inc$84,2790.03%1,158CommonSOLE
09260D107BXBlackstone, Inc.$83,3680.03%725CommonSOLE
747525103QCOMQualcomm Inc$81,3890.03%632CommonSHARED
922908751VBVanguard Small-Cap Index ETF$79,8860.03%305CommonSOLE
14040H105COFCapital One Financial Corp$78,8100.03%432CommonSOLE
406216101HALHalliburton Corp$77,9800.03%2,000CommonSOLE
464287689IWViShares Russell 3000 ETF$76,7310.03%207CommonSOLE
92189F676SMHVanEck Semiconductor ETF$76,6800.03%200CommonSOLE
66987V109NVSNovartis AG ADR$76,3750.03%500CommonSOLE
254687106DISWalt Disney Co$75,4660.03%783CommonSOLE
98389B100XELXcel Energy Inc$75,2300.03%947CommonSHARED
464287887IJTiShares S&P Small-Cap 600 Growth ETF$72,3550.03%500CommonSOLE
92206C102VGSHVanguard Short Term Treasury ETF$71,9460.03%1,229CommonSOLE
92189H409HYDVan Eck High Yield Municipal Index ETF$71,6000.03%1,428CommonSOLE
922908736VUGVanguard Growth ETF$71,1970.03%163CommonSOLE
494368103KMBKimberly-Clark Corp$68,6870.02%712CommonSOLE
907818108UNPUnion Pacific Corp.$67,9340.02%280CommonSOLE
78467Y107MDYSPDR S&P MidCap 400 ETF$67,8440.02%110CommonNONE
038222105AMATApplied Materials, Inc.$64,2570.02%188CommonSOLE
30034W106EVRGEvergy Inc$63,6520.02%777CommonSHARED
833445109SNOWSnowflake Inc. Class A$60,0260.02%398CommonNONE
291011104EMREmerson Electric Co$59,8760.02%457CommonSHARED
464287705IJJiShares S&P Mid- Cap 400 Value ETF$59,6250.02%450CommonSOLE
756109104ORealty Income Corp REIT$59,1000.02%966CommonSOLE
370334104GISGeneral Mills Inc$57,1330.02%1,535CommonSOLE
071813109BAXBaxter International Inc Corp$55,4400.02%3,300CommonSOLE
459200101IBMInternational Business Machines Corp$53,8110.02%222CommonSHARED
654106103NKENike Inc Cl B$52,8200.02%1,000CommonSOLE
233331107DTEDTE Energy Co$51,1770.02%350CommonSHARED
46138E537PZAInvesco National AMT-Free Municipal Bond ETF$49,1080.02%2,137CommonSOLE
78468R853SPSMSPDR Series Trust Portfolio S&P 600 Small Cap ETF$47,0150.02%973CommonSOLE
969904101WSMWilliams-Sonoma Inc$46,3120.02%254CommonSOLE
14448C104CARRCarrier Global Corp$44,9920.02%799CommonSHARED
464287234EEMiShares MSCI Emerging Markets ETF$43,4440.02%765CommonSOLE
92206C649VTWVVanguard Russell 2000 Value ETF$43,3100.02%259CommonSOLE
78409V104SPGIS&P Global, Inc.$42,5340.02%100CommonSOLE
33733E302FDNFirstTrust Dow Jones Internet ETF$42,1250.02%180CommonSOLE
46434G103IEMGiShares Core MSCI Emerging Markets ETF$41,8500.02%600CommonSOLE
46435G193SUSCiShares ESG Aware USD Corporate Bond ETF$41,6480.01%1,800CommonSOLE
962166104WYWeyerhaeuser$39,2590.01%1,607CommonSHARED
464287721IYWIshares Trust U.S. Technology Etf$38,8240.01%214CommonSOLE
233051432HYLBDBX ETF Trust Xtrackers USD High Yield Corporate Bond$38,1850.01%1,056CommonSOLE
464288877EFViShares MSCI EAFE Value ETF$36,8780.01%496CommonSOLE
88579Y101MMM3M Company$35,5810.01%245CommonSOLE
464287606IJKiShare S&P Mid-Cap 400 Growth ETF$35,2170.01%350CommonSOLE
023608102AEEAmeren Corp$32,9760.01%300CommonSHARED
231021106CMICummins Inc. Ordinary Shares$32,2810.01%60CommonSOLE
824348106SHWSherwin Williams Co$32,0550.01%100CommonSOLE
001055102AFLAFLAC, Inc.$31,4870.01%287CommonSOLE
46432F339QUALiShares MSCI USA Quality Factor ETF$31,0730.01%162CommonSOLE
H1467J104CBChubb Limited Com$29,9860.01%92CommonSOLE
33733E104FTCSFirstTrust Capital Strength ETF$29,6830.01%320CommonSOLE
219350105GLWCorning Inc$29,2340.01%215CommonSOLE
78463X509SPEMSPDR Portfolio Emerging Markets ETF$29,1310.01%621CommonSOLE
98956P102ZBHZimmer Biomet Holdings Inc$27,1260.01%300CommonSOLE
94106L109WMWaste Management Inc$26,8850.01%117CommonSOLE
464287309IVWiShares S&P 500 Growth ETF$26,4680.01%234CommonSOLE
46429B697USMViShares MSCI USA Min Vol Factor ETF$23,9270.01%258CommonSOLE
23345M107DTMDT Midstream Inc.$23,5670.01%175CommonSHARED
921946406VYMVanguard High Dividend Yield ETF$22,6590.01%153CommonSOLE
501044101KRThe Kroger Co$22,5760.01%312CommonSOLE
049560105ATOAtmos Energy Corp$22,5360.01%122CommonSOLE
172967424CCitigroup Inc$22,1150.01%195CommonSOLE
G5960L103MDTMedtronic PLC$21,1430.01%244CommonSHARED
855244109SBUXStarbucks Corp$20,6950.01%231CommonSOLE
780259305SHELShell PLC ADR$19,9950.01%215CommonSOLE
883556102TMOThermo Fisher Scientific Inc$19,6610.01%40CommonSOLE
574599106MASMasco Corp$19,6200.01%325CommonSOLE
464287648IWOiShares Russell 2000 Growth ETF$18,5150.01%59CommonNONE
464287762IYHiShares U.S. Healthcare ETF$18,4300.01%299CommonSOLE
110448107BTIBritish American Tobacco PLC$17,5410.01%300CommonSOLE
681919106OMCOmnicom Group Inc$17,3210.01%230CommonSHARED
369604301GEGE Aerospace$17,3100.01%61CommonSOLE
23334J107DTFDuff & Phelps Investment Management Co. Dtf Tax-Free Income 2028 Term Fund Inc$17,1750.01%1,500CommonSOLE
194162103CLColgate-Palmolive Co$17,0460.01%200CommonSOLE
G87052109TELTe Connectivity Plc Registered Shares$15,6770.01%75CommonSOLE
007903107AMDAdvanced Micro Devices Inc$15,2570.01%75CommonSOLE
235851102DHRDanaher Corp$15,1680.01%80CommonSOLE
844741108LUVSouthwest Airlines$15,0280.01%400CommonSOLE
237194105DRIDarden Restaurants Inc$14,7030.01%75CommonSOLE
464288240ACWXiShares MSCI ACWI Ex-US ETF$14,3100.01%209CommonSOLE
59156R108METMetLife Inc$14,1440.01%200CommonSOLE
032654105ADIAnalog Devices Inc$13,9980.01%44CommonSOLE
244199105DEDeere & Co$13,5190.00%24CommonSOLE
902494103TSNTyson Foods Inc$12,8140.00%200CommonSOLE
464287556IBBiShares Biotechnology ETF$12,6640.00%75CommonSOLE
260557103DOWDow Inc Corp$12,4950.00%300CommonSOLE
49456B101KMIKinder Morgan Inc Class P$12,3730.00%369CommonSOLE
03027X100AMTAmerican Tower Corp REIT$12,0810.00%70CommonSOLE
G51502105JCIJohnson Controls International PLC$11,7860.00%90CommonSOLE
871829107SYYSysco Corp$11,0560.00%155CommonSHARED
902973304USBUS Bancorp$10,7140.00%206CommonSHARED
81762P102NOWServicenow, Inc.$10,4550.00%100CommonSOLE
458140100INTCIntel Corp$10,4150.00%236CommonSHARED
075887109BDXBecton Dickinson & Co.$10,2200.00%65CommonSOLE
56501R106MFCManulife Financial Corp$9,8150.00%285CommonSOLE
37733W204GSKGSK PLC$9,0510.00%164CommonSOLE
502431109LHXL3harris Technologies Inc$8,9740.00%26CommonSOLE
808513105SCHWCharles Schwab Corp$8,6460.00%92CommonSOLE
205887102CAGConagra Foods Inc Com$8,3940.00%534CommonSOLE
665859104NTRSNorthern Trust Corp$8,3740.00%60CommonSHARED
009158106APDAir Products & Chemicals Inc$8,1340.00%28CommonSOLE
74743L100QQnity Electronics Inc$8,1340.00%71CommonSOLE
89832Q109TFCTruist Financial Corp$7,4010.00%161CommonSOLE
55261F104MTBM&T Bank Corp$7,2350.00%35CommonSOLE
26614N102DDDupont De Nemours Inc Corp$6,4580.00%141CommonSOLE
504922105LHLabcorp Holdings Inc.$6,4030.00%24CommonSOLE
21037T109CEGConstellation Energy Corp$6,1440.00%22CommonSOLE
36828A101GEVGE Vernova Corp$6,1100.00%7CommonSOLE
538034109LYVLive Nation Entertainment Inc Ordinary Shares$6,1000.00%40CommonSOLE
500754106KHCKraft Heinz Co$5,8250.00%259CommonSOLE
H2906T109GRMNGarmin Ltd Corp$5,8000.00%25CommonSHARED
7591EP100RFRegions Financial Corp$5,6160.00%215CommonSOLE
125523100CIThe Cigna Corp$5,3350.00%20CommonSHARED
911312106UPSUnited Parcel Service, Inc$4,9190.00%50CommonSHARED
651639106NEMNewmont Corp Ordinary Shares$4,8710.00%45CommonSOLE
25434V302DFAEDimensional ETF Trust Emerging Core Equity Market$4,5030.00%133CommonSOLE
134429109CPBThe Campbell's Company$4,4540.00%200CommonSOLE
093671105HRBH&R Block Inc. Ordinary Shares$4,4440.00%140CommonSOLE
G1151C101ACNAccenture PLC Cl A$4,3620.00%22CommonSOLE
806857108SLBSLB Limited$3,8540.00%75CommonSOLE
30161N101EXCExelon Corp$3,2840.00%67CommonSOLE
303075105FDSFactset Research System$2,8210.00%13CommonSOLE
934423104WBDWarner Bros Discovery, Inc. Cl A$2,6910.00%98CommonSOLE
941848103WATWaters Corp. Ordinary Shares$2,3820.00%8CommonSOLE
277432100EMNEastman Chemical Co$2,2130.00%29CommonSHARED
15189T107CNPCenterpoint Energy Inc$2,0720.00%48CommonSOLE
674599105OXYOccidental Petroleum Corp$1,8850.00%29CommonSOLE
904767803ULUnilever Plc ADR$1,5190.00%27CommonSOLE
524660107LEGLeggett & Platt Inc$1,3540.00%137CommonSHARED
49177J102KVUEKenvue Inc$8620.00%50CommonNONE
92206C680VONGVanguard Russell 1000 Growth ETF$7680.00%7CommonSOLE
963320106WHRWhirlpool Corp$7550.00%14CommonSHARED
405552100HLNHaleon PLC ADR$7110.00%71CommonSOLE
83444M101SOLVSolventum Corp$5880.00%9CommonSHARED
36266G107GEHCGE Healthcare Technologies Inc$5690.00%8CommonSOLE
92206C714VONVVanguard Russell 1000 Value ETF$2810.00%3CommonSOLE
674599162OXY/WSOccidental Petroleum Corp. Warrants (03/08/2027)$1290.00%3CommonSOLE
50155Q100KDKyndryl Holdings Inc$1180.00%9CommonSHARED
92338C103VLTOVeralto Corp$290.00%0CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.