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Yankcom Partnership Top Holdings and 13F Report (2025)

About Yankcom Partnership

Investment Activity

  • Yankcom Partnership has $187.02 million in total holdings as of December 31, 2024.
  • Yankcom Partnership owns shares of 266 different stocks, but just 64 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofYankcom Partnership

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$12,043,185251,8446.4%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$10,848,079416,1135.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,844,94020,1285.8%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,624,996138,4204.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,032,34727,4963.2%Retail/Wholesale
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$5,887,72825,0253.1%ETF
Apple Inc. stock logo
AAPL
Apple
$5,849,56123,3593.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,740,83113,6203.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$3,736,35127,8232.0%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,061,16726,5681.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,027,47668,7441.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,978,15712,4241.6%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$2,960,94886,7551.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,901,96915,3301.6%Computer and Technology
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$2,395,4024,4991.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,313,8443,9481.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$2,205,4949,5131.2%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$2,111,70030,0001.1%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,949,1193,3111.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,826,85325,9941.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,725,1119,7080.9%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,723,1562,9430.9%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$1,669,2527,3200.9%Transportation
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$1,638,75430,2800.9%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$1,628,0225,6160.9%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,565,81917,5770.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,530,2733,3760.8%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,516,41514,0970.8%Oils/Energy
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,445,01324,4090.8%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,438,9449,4630.8%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$1,421,9213,5210.8%Auto/Tires/Trucks
Honeywell International Inc. stock logo
HON
Honeywell International
$1,379,0596,1050.7%Multi-Sector Conglomerates
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,359,09613,6620.7%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,349,2717,7000.7%ETF
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$1,324,8337,4710.7%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,312,5327,8290.7%Consumer Staples
Visa Inc. stock logo
V
Visa
$1,306,1944,1330.7%Business Services
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$1,270,90411,2360.7%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,269,9501,3860.7%Retail/Wholesale
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$1,260,00864,8490.7%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$1,200,89958,1550.6%ETF
Medtronic plc stock logo
MDT
Medtronic
$1,150,51214,4030.6%Medical
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,146,4559,5260.6%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,141,9592,3500.6%Aerospace
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,095,1872,1650.6%Medical
Shopify Inc. stock logo
SHOP
Shopify
$1,087,22410,2250.6%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,068,4806,0000.6%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$1,065,5247,0630.6%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$1,023,4952060.5%Retail/Wholesale
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$971,7355,2490.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$961,9135,0510.5%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$958,7436,2410.5%Computer and Technology
Target Co. stock logo
TGT
Target
$942,4746,9720.5%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$922,5316,3790.5%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$907,9022,3340.5%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$905,97322,6550.5%Computer and Technology
FedEx Co. stock logo
FDX
FedEx
$885,6273,1480.5%Transportation
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$878,4732,1880.5%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$877,31845,0370.5%ETF
Dow Inc. stock logo
DOW
DOW
$858,54221,3940.5%Basic Materials
Salesforce, Inc. stock logo
CRM
Salesforce
$845,8552,5300.5%Computer and Technology
The Allstate Co. stock logo
ALL
Allstate
$832,0824,3160.4%Finance
Walmart Inc. stock logo
WMT
Walmart
$825,8909,1410.4%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$819,7945,6600.4%Oils/Energy
Prologis, Inc. stock logo
PLD
Prologis
$819,0707,7490.4%Finance
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$818,4932,8220.4%Basic Materials
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$805,1746,7930.4%Finance
Novartis AG stock logo
NVS
Novartis
$803,8788,2610.4%Medical
Eaton Co. plc stock logo
ETN
Eaton
$772,9262,3290.4%Industrial Products
Starbucks Co. stock logo
SBUX
Starbucks
$771,0628,4500.4%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$766,5122,1130.4%Industrial Products
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$762,0908,9290.4%Computer and Technology
Corning Incorporated stock logo
GLW
Corning
$745,82615,6950.4%Computer and Technology
Crown Castle Inc. stock logo
CCI
Crown Castle
$738,6968,1390.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$714,1009250.4%Medical
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$711,7868,1580.4%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$682,34610,7540.4%Manufacturing
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$625,40514,7920.3%Finance
Enbridge Inc. stock logo
ENB
Enbridge
$616,08414,5200.3%Oils/Energy
Truist Financial Co. stock logo
TFC
Truist Financial
$612,87314,1280.3%Finance
TC Energy Co. stock logo
TRP
TC Energy
$591,58212,7140.3%Oils/Energy
Huntington Bancshares Incorporated stock logo
HBAN
Huntington Bancshares
$583,06835,8370.3%Finance
Chubb Limited stock logo
CB
Chubb
$578,8492,0950.3%Finance
Duke Energy Co. stock logo
DUK
Duke Energy
$556,3695,1640.3%Utilities
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$549,3764,9830.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$495,8181,1150.3%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$491,8382,0990.3%Basic Materials
TE Connectivity PLC Registered Shares
$490,5303,4310.3%ORD SHS
Morgan Stanley stock logo
MS
Morgan Stanley
$487,7943,8800.3%Finance
Hasbro, Inc. stock logo
HAS
Hasbro
$474,8998,4940.3%Consumer Discretionary
Zoetis Inc. stock logo
ZTS
Zoetis
$473,1492,9040.3%Medical
RTX Co. stock logo
RTX
RTX
$464,5004,0140.2%Aerospace
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$457,0542,3700.2%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$450,1703,5000.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$441,0568450.2%Medical
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$440,96012,1410.2%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$430,7023,8680.2%Consumer Discretionary
ServiceNow, Inc. stock logo
NOW
ServiceNow
$409,2073860.2%Computer and Technology
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$404,93320,1160.2%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$400,3058530.2%Aerospace
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$397,9767650.2%Medical
Invesco BulletShares 2027 Municipal Bond ETF stock logo
BSMR
Invesco BulletShares 2027 Municipal Bond ETF
$396,55116,8030.2%ETF
Invesco BulletShares 2025 Municipal Bond ETF stock logo
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
$388,53315,8520.2%ETF
Invesco BulletShares 2026 Municipal Bond ETF stock logo
BSMQ
Invesco BulletShares 2026 Municipal Bond ETF
$382,14016,2130.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$378,1353,8130.2%Oils/Energy
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$377,9392,6000.2%ETF
American Tower Co. stock logo
AMT
American Tower
$376,3582,0520.2%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$371,5944,0290.2%Utilities
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$367,6122,8000.2%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$365,1488,4000.2%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$358,6522,7150.2%ETF
Accenture plc stock logo
ACN
Accenture
$353,1971,0040.2%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$353,00212,9210.2%ETF
Xylem Inc. stock logo
XYL
Xylem
$348,0603,0000.2%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$347,1954,8430.2%Utilities
Amgen Inc. stock logo
AMGN
Amgen
$341,1781,3090.2%Medical
RiverFront Strategic Income Fund stock logo
RIGS
RiverFront Strategic Income Fund
$326,70714,1270.2%ETF
Fortive Co. stock logo
FTV
Fortive
$298,3503,9780.2%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$296,8103330.2%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$281,7155350.2%Business Services
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$264,7871,1980.1%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$261,2395110.1%Finance
Danaher Co. stock logo
DHR
Danaher
$237,3551,0340.1%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$233,2731,2820.1%Computer and Technology
Ford Motor stock logo
F
Ford Motor
$232,84823,5200.1%Auto/Tires/Trucks
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$232,64312,6850.1%ETF
Packaging Co. of America stock logo
PKG
Packaging Co. of America
$231,8841,0300.1%Industrial Products
Synopsys, Inc. stock logo
SNPS
Synopsys
$230,0604740.1%Computer and Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$208,5783,4590.1%Retail/Wholesale
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$204,0422,3820.1%ETF
Invesco BulletShares 2028 Municipal Bond ETF stock logo
BSMS
Invesco BulletShares 2028 Municipal Bond ETF
$199,0058,5300.1%ETF
Aflac Incorporated stock logo
AFL
Aflac
$188,8811,8260.1%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$185,2232,9750.1%Consumer Staples
Intuit Inc. stock logo
INTU
Intuit
$179,7522860.1%Computer and Technology
The Progressive Co. stock logo
PGR
Progressive
$169,4047070.1%Finance
Bank of America Co. stock logo
BAC
Bank of America
$153,7373,4980.1%Finance
Lam Research Corp. Ordinary Shares
$152,9112,1170.1%COM NEW
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$142,6048,8850.1%ETF
Stryker Co. stock logo
SYK
Stryker
$138,6193850.1%Medical
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$135,5498,2800.1%Manufacturing
eBay Inc. stock logo
EBAY
eBay
$132,6972,1420.1%Retail/Wholesale
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$131,2133860.1%Basic Materials
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$128,4254,6080.1%ETF
Invesco BulletShares 2029 Municipal Bond ETF stock logo
BSMT
Invesco BulletShares 2029 Municipal Bond ETF
$124,6565,4340.1%ETF
iShares Global Materials ETF stock logo
MXI
iShares Global Materials ETF
$123,4651,5890.1%ETF
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$122,5192,9360.1%ETF
Amphenol Co. stock logo
APH
Amphenol
$121,1901,7450.1%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$120,1752,0940.1%Business Services
Datadog, Inc. stock logo
DDOG
Datadog
$118,3138280.1%Computer and Technology
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$111,6616330.1%Transportation
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$109,0091,3860.1%ETF
Cintas Co. stock logo
CTAS
Cintas
$107,4285880.1%Business Services
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$106,5751,4400.1%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$105,0842110.1%Business Services
Lululemon Athletica Inc. stock logo
LULU
Lululemon Athletica
$98,2802570.1%Consumer Discretionary
MSCI Inc. stock logo
MSCI
MSCI
$97,2021620.1%Finance
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$94,3778030.1%Computer and Technology
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$94,3491,6640.1%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$94,1464260.1%Consumer Staples
ASML Holding stock logo
ASML
ASML
$93,5651350.1%Computer and Technology
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$92,4855010.0%Medical
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$92,4234930.0%Industrial Products
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$91,7131550.0%Computer and Technology
Invesco BulletShares 2033 Corporate Bond ETF
$84,3154,0890.0%INVESCO BULLETSH
Invesco BulletShares 2032 Corporate Bond ETF stock logo
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$84,2014,1870.0%ETF
Blackrock Funding Inc
$83,034810.0%COM
Hormel Foods Co. stock logo
HRL
Hormel Foods
$81,5942,6010.0%Consumer Staples
United Rentals, Inc. stock logo
URI
United Rentals
$70,4441000.0%Construction
Sysco Co. stock logo
SYY
Sysco
$68,5848970.0%Consumer Staples
Pool Co. stock logo
POOL
Pool
$61,3701800.0%Consumer Discretionary
South Bow Corp. Ordinary Shares
$57,0402,4200.0%COM
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$52,9695050.0%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$48,4998230.0%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$48,0251,2910.0%Consumer Discretionary
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$45,4476320.0%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$45,0164010.0%ETF
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$44,6655000.0%ETF
Invesco BulletShares 2031 Municipal Bond ETF stock logo
BSMV
Invesco BulletShares 2031 Municipal Bond ETF
$44,1412,1090.0%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$42,9721,5380.0%ETF
Entergy Corporation stock logo
ETR
Entergy
$40,4885340.0%Utilities
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$35,6064920.0%Transportation
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$34,472870.0%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$33,896800.0%Industrial Products
Viking Therapeutics, Inc. stock logo
VKTX
Viking Therapeutics
$33,0378210.0%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$31,7121950.0%Computer and Technology
Schlumberger Limited stock logo
SLB
Schlumberger
$31,3628180.0%Oils/Energy
Phillips 66 stock logo
PSX
Phillips 66
$31,2172740.0%Oils/Energy
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$30,519860.0%Aerospace
AT&T Inc. stock logo
T
AT&T
$30,4211,3360.0%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$30,1152430.0%Industrial Products
Hillenbrand, Inc. stock logo
HI
Hillenbrand
$30,0419760.0%Industrial Products
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$29,6974490.0%Manufacturing
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$29,6965120.0%ETF
Pinnacle West Capital Co. stock logo
PNW
Pinnacle West Capital
$28,9073410.0%Utilities
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$27,8043010.0%Medical
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$27,2211130.0%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$27,1338630.0%ETF
The Southern Company stock logo
SO
Southern
$26,2603190.0%Utilities
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$25,4452430.0%Consumer Staples
Waste Management, Inc. stock logo
WM
Waste Management
$24,2151200.0%Business Services
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$22,6593570.0%ETF
CSX Co. stock logo
CSX
CSX
$22,6547020.0%Transportation
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$21,763350.0%ETF
Invesco BulletShares 2030 Municipal Bond ETF stock logo
BSMU
Invesco BulletShares 2030 Municipal Bond ETF
$21,7201,0000.0%Manufacturing
Labcorp Holdings Inc
$21,097920.0%COM SHS
U.S. Bancorp stock logo
USB
U.S. Bancorp
$20,9504380.0%Finance
Paramount Global stock logo
PARA
Paramount Global
$20,9412,0020.0%Consumer Discretionary
Booz Allen Hamilton Holding Co. stock logo
BAH
Booz Allen Hamilton
$20,5921600.0%Business Services
LKQ Co. stock logo
LKQ
LKQ
$20,3235530.0%Auto/Tires/Trucks
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$19,1982480.0%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$18,4953270.0%Medical
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$18,4502420.0%Consumer Staples
Regions Financial Co. stock logo
RF
Regions Financial
$15,6176640.0%Finance
U-Haul Holding Co Ser N - Non Voting
$14,0912200.0%COM SER N
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$13,873700.0%ETF
Cummins Inc. stock logo
CMI
Cummins
$13,247380.0%Auto/Tires/Trucks
Avery Dennison Co. stock logo
AVY
Avery Dennison
$13,099700.0%Industrial Products
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$12,9231600.0%Business Services
Magna International Inc. stock logo
MGA
Magna International
$11,1582670.0%Auto/Tires/Trucks
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$10,663470.0%Medical
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$10,466830.0%Transportation
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$9,611400.0%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$9,5962520.0%Basic Materials
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$9,2611000.0%Construction
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$8,8986850.0%Manufacturing
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$8,530990.0%Consumer Discretionary
CVS Health Co. stock logo
CVS
CVS Health
$8,5291900.0%Medical
Sonoco Products stock logo
SON
Sonoco Products
$8,3041700.0%Industrial Products
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$8,0271000.0%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$7,611300.0%ETF
Vanguard Long-Term Treasury Index ETF stock logo
VGLT
Vanguard Long-Term Treasury Index ETF
$7,5281360.0%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$6,8261000.0%Computer and Technology
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$6,461680.0%ETF
iShares Russell Top 200 Value ETF stock logo
IWX
iShares Russell Top 200 Value ETF
$6,243790.0%ETF
RWT Holding Inc Sr Nt 5.75 10/1/2025
$4,9675,0000.0%NOTE 5.750%10/0
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$4,603900.0%ETF
3M stock logo
MMM
3M
$4,260330.0%Multi-Sector Conglomerates
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$4,0841110.0%ETF
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$3,924530.0%Medical
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$3,883420.0%ETF
Halliburton stock logo
HAL
Halliburton
$3,7521380.0%Oils/Energy
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$3,646430.0%Retail/Wholesale
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$3,174170.0%Retail/Wholesale
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$3,025500.0%Transportation
GSK plc stock logo
GSK
GSK
$2,909860.0%Medical
DocuSign, Inc. stock logo
DOCU
DocuSign
$2,518280.0%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$2,069120.0%Finance
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$2,06060.0%ETF
Prospect Cap Corp Sr Nt 6.375 3/1/2025
$1,9902,0000.0%NOTE 6.375% 3/0
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$1,897350.0%Finance
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$1,877230.0%Computer and Technology
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$1,446120.0%Finance
Block Inc
$1,445170.0%CL A
Carlyle Secured Lending, Inc. stock logo
CGBD
Carlyle Secured Lending
$1,148640.0%Finance
Haleon plc stock logo
HLN
Haleon
$1,0301080.0%Medical
Blue Owl Capital Co. stock logo
OBDC
Blue Owl Capital
$998660.0%Finance
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$909100.0%Consumer Staples
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$86150.0%Finance
Veralto Corp
$81580.0%COM SHS
Valero Energy Co. stock logo
VLO
Valero Energy
$61350.0%Oils/Energy
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$47370.0%Utilities
Realty Income Co. stock logo
O
Realty Income
$42780.0%Finance
FirstEnergy Corp. stock logo
FE
FirstEnergy
$35890.0%Utilities
Comcast Co. stock logo
CMCSA
Comcast
$30080.0%Consumer Discretionary
The RMR Group Inc. stock logo
RMR
The RMR Group
$8340.0%Finance
Otter Tail Co. stock logo
OTTR
Otter Tail
$7410.0%Utilities
SEC Filings and Trading Data