Beese Fulmer Investment Management, Inc 13F annual report
Beese Fulmer Investment Management, Inc is an investment fund managing more than $1.1 trillion ran by Nicholas Perini. There are currently 223 companies in Mr. Perini’s portfolio. The largest investments include Apple Inc and Microsoft Corp Com, together worth $125 billion.
$1.1 trillion Assets Under Management (AUM)
As of 26th June 2024, Beese Fulmer Investment Management, Inc’s top holding is 314,411 shares of Apple Inc currently worth over $66.2 billion and making up 6.0% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Beese Fulmer Investment Management, Inc owns more than approximately 0.1% of the company.
In addition, the fund holds 131,665 shares of Microsoft Corp Com worth $58.8 billion.
The third-largest holding is Amazon.com worth $33.6 billion and the next is Mastercard worth $30.5 billion, with 69,183 shares owned.
Currently, Beese Fulmer Investment Management, Inc's portfolio is worth at least $1.1 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Beese Fulmer Investment Management, Inc
The Beese Fulmer Investment Management, Inc office and employees reside in Canton, Ohio. According to the last 13-F report filed with the SEC, Nicholas Perini serves as the Vice-President at Beese Fulmer Investment Management, Inc.
Recent trades
In the most recent 13F filing, Beese Fulmer Investment Management, Inc revealed that it had opened a new position in
Arista Networks Inc and bought 33,094 shares worth $11.6 billion.
This means they effectively own approximately 0.1% of the company.
Arista Networks Inc makes up
11.1%
of the fund's Technology sector allocation and has grown its share price by 123.3% in the past year.
The investment fund also strengthened its position in Microsoft Corp Com by buying
1,413 additional shares.
This makes their stake in Microsoft Corp Com total 131,665 shares worth $58.8 billion.
On the other hand, there are companies that Beese Fulmer Investment Management, Inc is getting rid of from its portfolio.
Beese Fulmer Investment Management, Inc closed its position in Pioneer Nat Res Co Com on 3rd July 2024.
It sold the previously owned 9,514 shares for $2.5 billion.
Nicholas Perini also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $66.2 billion and 314,411 shares.
One of the average hedge funds
The two most similar investment funds to Beese Fulmer Investment Management, Inc are Cahaba Wealth Management, Inc and Maple Capital Management. They manage $1.1 trillion and $1.1 trillion respectively.
Nicholas Perini investment strategy
Beese Fulmer Investment Management, Inc’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 10.9% of
the total portfolio value.
The fund focuses on investments in the United States as
30.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
27% of the total holdings value.
On the other hand, small-cap stocks make up only 0.4% of the portfolio.
The average market cap of the portfolio companies is close to $157 billion.
The complete list of Beese Fulmer Investment Management, Inc trades based on 13F SEC filings
These positions were updated on July 3rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple Inc |
0.18%
314,411
|
$66,221,149,000 | 6.03% |
| Microsoft Corp Com |
1.08%
131,665
|
$58,847,692,000 | 5.36% |
| Amazon.com Inc. |
3.86%
173,737
|
$33,574,581,000 | 3.06% |
| Mastercard Incorporated |
0.22%
69,183
|
$30,520,772,000 | 2.78% |
| Broadcom Inc. |
0.51%
17,665
|
$28,361,687,000 | 2.58% |
| Costco Wholesale Corp |
0.07%
31,681
|
$26,928,538,000 | 2.45% |
| Alphabet Inc Cap Stk Cl A |
3.81%
144,051
|
$26,238,890,000 | 2.39% |
| Alphabet Inc Cap Stk Cl C |
1.10%
134,210
|
$24,616,798,000 | 2.24% |
| Berkshire Hathaway Inc Del Cl B New |
0.60%
57,508
|
$23,394,254,000 | 2.13% |
| Novo-nordisk A S Adr |
0.68%
163,818
|
$23,383,381,000 | 2.13% |
| Oreilly Automotive Inc Com |
0.66%
20,707
|
$21,867,834,000 | 1.99% |
| Exxon Mobil Corp Com |
14.28%
189,419
|
$21,805,920,000 | 1.98% |
| Procter & Gamble Co. |
0.81%
119,026
|
$19,629,806,000 | 1.79% |
| Merck & Co Inc |
2.16%
158,519
|
$19,624,652,000 | 1.79% |
| Tjx Cos Inc New Com |
1.96%
169,670
|
$18,680,676,000 | 1.70% |
| Jpmorgan Chase & Co. Com |
1.36%
92,135
|
$18,635,264,000 | 1.70% |
| Johnson & Johnson |
2.47%
124,405
|
$18,182,971,000 | 1.65% |
| Rtx Corporation Com |
1.88%
175,563
|
$17,624,728,000 | 1.60% |
| Meta Platforms Inc |
1.93%
34,134
|
$17,211,065,000 | 1.57% |
| Salesforce Inc |
108.32%
63,645
|
$16,363,130,000 | 1.49% |
| Chevron Corp New Com |
0.36%
97,644
|
$15,273,472,000 | 1.39% |
| Chubb Limited Com |
1.84%
57,013
|
$14,542,876,000 | 1.32% |
| Stryker Corporation Com |
3.29%
41,865
|
$14,244,566,000 | 1.30% |
| Edwards Lifesciences Corp Com |
5.26%
147,924
|
$13,663,740,000 | 1.24% |
| Linde Plc Shs |
0.47%
30,575
|
$13,416,616,000 | 1.22% |
| Netflix Inc. |
10.63%
19,726
|
$13,312,683,000 | 1.21% |
| Intercontinental Exchange Inc |
1.88%
96,782
|
$13,248,488,000 | 1.21% |
| Mcdonalds Corp Com |
1.42%
51,959
|
$13,241,331,000 | 1.21% |
| Dell Technologies Inc |
2.25%
94,981
|
$13,098,834,000 | 1.19% |
| Disney Walt Co Com |
0.09%
128,169
|
$12,725,885,000 | 1.16% |
| Coca Cola Co Com |
7.14%
195,564
|
$12,447,640,000 | 1.13% |
| Comcast Corp New Cl A |
9.39%
308,865
|
$12,095,136,000 | 1.10% |
| Eaton Corp Plc Shs |
158.98%
37,943
|
$11,897,028,000 | 1.08% |
| Conocophillips Com |
3.46%
103,620
|
$11,852,056,000 | 1.08% |
| Cummins Inc. |
2.09%
42,776
|
$11,845,958,000 | 1.08% |
| Pepsico, Inc. |
2.74%
70,500
|
$11,627,567,000 | 1.06% |
| Arista Networks Inc |
Opened
33,094
|
$11,598,785,000 | 1.06% |
| Unitedhealth Group Inc |
9.01%
22,481
|
$11,448,681,000 | 1.04% |
| Goldman Sachs Group, Inc. |
1.50%
25,303
|
$11,445,053,000 | 1.04% |
| Philip Morris Intl Inc Com |
5.73%
110,087
|
$11,155,124,000 | 1.02% |
| Adobe Inc |
5.06%
19,731
|
$10,961,360,000 | 1.00% |
| Home Depot, Inc. |
3.27%
31,419
|
$10,815,833,000 | 0.98% |
| Texas Instrs Inc Com |
3.76%
54,526
|
$10,606,891,000 | 0.97% |
| Union Pac Corp Com |
3.55%
45,243
|
$10,236,720,000 | 0.93% |
| Abbott Labs Com |
0.73%
95,892
|
$9,964,163,000 | 0.91% |
| Lowes Cos Inc Com |
29.00%
40,700
|
$8,972,722,000 | 0.82% |
| Ingersoll-Rand Inc |
Opened
91,803
|
$8,339,385,000 | 0.76% |
| Vanguard Short-term Corporate Bond Etf |
2.16%
106,652
|
$8,241,534,000 | 0.75% |
| D.R. Horton Inc. |
10.06%
58,445
|
$8,236,646,000 | 0.75% |
| Hershey Co Com |
4.50%
42,945
|
$7,894,627,000 | 0.72% |
| Aon Plc Shs Cl A |
4.33%
24,767
|
$7,271,096,000 | 0.66% |
| Eog Res Inc Com |
0.13%
52,733
|
$6,637,546,000 | 0.60% |
| Becton Dickinson & Co Com |
8.39%
27,311
|
$6,382,854,000 | 0.58% |
| Roper Technologies Inc |
1.83%
11,249
|
$6,340,611,000 | 0.58% |
| Abbvie Inc |
1.66%
35,626
|
$6,110,572,000 | 0.56% |
| Caterpillar Inc. |
0.69%
16,484
|
$5,490,884,000 | 0.50% |
| Berkshire Hathaway Inc. |
No change
8
|
$4,897,928,000 | 0.45% |
| Northrop Grumman Corp Com |
0.03%
10,714
|
$4,670,768,000 | 0.43% |
| Farmers National Banc Corp Com |
2.69%
356,111
|
$4,447,826,000 | 0.40% |
| Nvidia Corporation Com |
825.41%
33,500
|
$4,138,590,000 | 0.38% |
| Curtiss Wright Corp Com |
1.00%
14,952
|
$4,051,693,000 | 0.37% |
| Sherwin Williams Co Com |
0.99%
13,559
|
$4,046,412,000 | 0.37% |
| Rockwell Automation Inc |
No change
13,119
|
$3,611,483,000 | 0.33% |
| American Express Co Com |
0.52%
15,373
|
$3,559,618,000 | 0.32% |
| Deere & Co Com |
No change
9,354
|
$3,495,097,000 | 0.32% |
| Automatic Data Processing Inc. |
3.23%
14,611
|
$3,487,500,000 | 0.32% |
| Mckesson Corp Com |
1.38%
5,840
|
$3,410,794,000 | 0.31% |
| Qualcomm, Inc. |
0.28%
16,004
|
$3,187,677,000 | 0.29% |
| Trane Technologies Plc Shs |
0.03%
9,634
|
$3,168,912,000 | 0.29% |
| Huntington Bancshares, Inc. |
4.76%
227,399
|
$2,997,114,000 | 0.27% |
| Freeport-McMoRan Inc |
14.66%
61,418
|
$2,984,915,000 | 0.27% |
| Civista Bancshares Inc Com No Par |
0.55%
181,581
|
$2,812,690,000 | 0.26% |
| Emerson Elec Co Com |
70.67%
24,964
|
$2,750,022,000 | 0.25% |
| Air Prods & Chems Inc Com |
0.01%
10,249
|
$2,644,791,000 | 0.24% |
| Spdr S&p 500 Etf Trust |
0.32%
4,746
|
$2,582,868,000 | 0.24% |
| Schlumberger Ltd Com Stk |
1.34%
53,929
|
$2,544,370,000 | 0.23% |
| Pioneer Nat Res Co Com |
Closed
9,514
|
$2,497,425,000 | |
| Ge Aerospace Com New |
0.55%
15,627
|
$2,484,224,000 | 0.23% |
| Transdigm Group Incorporated |
3.73%
1,937
|
$2,474,731,000 | 0.23% |
| Lamar Advertising Co |
7.41%
20,673
|
$2,471,044,000 | 0.22% |
| Teledyne Technologies Inc |
No change
6,316
|
$2,450,482,000 | 0.22% |
| Markel Group Inc |
5.64%
1,507
|
$2,374,520,000 | 0.22% |
| Kemper Corp Com |
3.30%
39,542
|
$2,346,027,000 | 0.21% |
| Fedex Corp Com |
1.59%
7,697
|
$2,307,725,000 | 0.21% |
| Vanguard Dividend Appreciation Etf |
0.23%
11,780
|
$2,150,439,000 | 0.20% |
| Csx Corp Com |
1.73%
59,333
|
$1,984,689,000 | 0.18% |
| Norfolk Southn Corp Com |
No change
8,474
|
$1,819,283,000 | 0.17% |
| Crowdstrike Holdings Inc |
0.65%
4,730
|
$1,812,489,000 | 0.16% |
| International Business Machs Com |
1.70%
10,398
|
$1,798,419,000 | 0.16% |
| Dominion Energy Inc |
0.61%
36,612
|
$1,793,988,000 | 0.16% |
| Verizon Communications Inc |
2.42%
42,860
|
$1,767,546,000 | 0.16% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
11.14%
10,167
|
$1,767,126,000 | 0.16% |
| Smucker J M Co Com New |
2.74%
15,985
|
$1,742,993,000 | 0.16% |
| Vanguard Total Stock Market Etf |
No change
6,331
|
$1,693,720,000 | 0.15% |
| Boeing Co Com |
80.81%
8,849
|
$1,610,644,000 | 0.15% |
| Pfizer Inc. |
7.36%
55,284
|
$1,546,839,000 | 0.14% |
| Mondelez International Inc. |
1.16%
22,950
|
$1,501,848,000 | 0.14% |
| Walmart Inc |
10.97%
21,940
|
$1,485,552,000 | 0.14% |
| Wells Fargo Co New Com |
4.18%
24,885
|
$1,477,920,000 | 0.13% |
| Loews Corp Com |
No change
19,395
|
$1,449,582,000 | 0.13% |
| Shell Plc Spon Ads |
1.84%
19,949
|
$1,439,919,000 | 0.13% |
| AT&T, Inc. |
6.20%
74,923
|
$1,431,779,000 | 0.13% |
| American Elec Pwr Co Inc Com |
68.98%
15,895
|
$1,394,627,000 | 0.13% |
| General Dynamics Corp Com |
No change
4,788
|
$1,389,190,000 | 0.13% |
| Vanguard Small-cap Etf |
No change
6,227
|
$1,357,735,000 | 0.12% |
| Vanguard Ultra-short Bond Etf |
No change
26,795
|
$1,326,888,000 | 0.12% |
| Fifth Third Bancorp Com |
No change
35,716
|
$1,303,277,000 | 0.12% |
| General Mls Inc Com |
0.65%
19,750
|
$1,249,395,000 | 0.11% |
| Axon Enterprise Inc |
8.52%
4,176
|
$1,228,746,000 | 0.11% |
| Carrier Global Corporation Com |
0.21%
19,395
|
$1,223,437,000 | 0.11% |
| Timken Co Com |
1.11%
15,053
|
$1,206,197,000 | 0.11% |
| Corpay Inc Com Shs |
1.83%
4,447
|
$1,184,725,000 | 0.11% |
| AMGEN Inc. |
2.30%
3,783
|
$1,181,998,000 | 0.11% |
| Visa Inc |
No change
4,431
|
$1,163,070,000 | 0.11% |
| United Parcel Service, Inc. |
1.06%
8,389
|
$1,148,035,000 | 0.10% |
| Bristol-myers Squibb Co Com |
4.73%
25,915
|
$1,076,251,000 | 0.10% |
| Autodesk Inc. |
34.51%
4,302
|
$1,064,530,000 | 0.10% |
| Oracle Corp Com |
4.61%
7,369
|
$1,040,441,000 | 0.09% |
| Morgan Stanley Com New |
No change
9,708
|
$943,521,000 | 0.09% |
| Altria Group Inc. |
1.16%
20,527
|
$935,005,000 | 0.09% |
| Eastern Bankshares, Inc. |
3.69%
65,200
|
$911,496,000 | 0.08% |
| Republic Svcs Inc Com |
No change
4,689
|
$911,260,000 | 0.08% |
| Spdr Gold Shares |
No change
4,236
|
$910,782,000 | 0.08% |
| Ishares Msci Eafe Etf |
0.04%
9,839
|
$770,724,000 | 0.07% |
| Zoetis Inc |
8.90%
4,391
|
$761,224,000 | 0.07% |
| Johnson Ctls Intl Plc Shs |
No change
11,412
|
$758,556,000 | 0.07% |
| Synchrony Financial Com |
No change
15,957
|
$753,011,000 | 0.07% |
| Vanguard Value Etf |
2.31%
4,647
|
$745,425,000 | 0.07% |
| Ishares Core S&p 500 Etf |
2.91%
1,346
|
$736,575,000 | 0.07% |
| Keycorp Com |
No change
51,833
|
$736,547,000 | 0.07% |
| Intuitive Surgical Inc Com New |
3.98%
1,621
|
$721,102,000 | 0.07% |
| Ishares Russell 1000 Growth Etf |
No change
1,956
|
$713,125,000 | 0.06% |
| Sensata Technologies Hldg Plc Shs |
22.03%
18,879
|
$705,886,000 | 0.06% |
| Intel Corp Com |
11.79%
21,772
|
$674,279,000 | 0.06% |
| Ge Vernova Inc Com |
Opened
3,807
|
$652,939,000 | 0.06% |
| Bp Plc Sponsored Adr |
2.71%
17,938
|
$647,562,000 | 0.06% |
| Ishares Russell Midcap Etf |
0.76%
7,804
|
$632,748,000 | 0.06% |
| Vanguard Growth Etf |
3.87%
1,687
|
$631,049,000 | 0.06% |
| Pnc Finl Svcs Group Inc Com |
0.75%
3,963
|
$616,167,000 | 0.06% |
| Marathon Pete Corp Com |
No change
3,385
|
$587,230,000 | 0.05% |
| Cisco Sys Inc Com |
55.17%
12,317
|
$585,181,000 | 0.05% |
| Pimco Enhanced Short Maturity Active Exchange-traded Fund |
No change
5,771
|
$580,851,000 | 0.05% |
| Truist Finl Corp Com |
86.83%
14,534
|
$564,646,000 | 0.05% |
| Williams Cos Inc |
16.48%
12,900
|
$548,250,000 | 0.05% |
| Eli Lilly & Co Com |
3.42%
604
|
$546,850,000 | 0.05% |
| Lockheed Martin Corp Com |
4.12%
1,136
|
$530,567,000 | 0.05% |
| Kinder Morgan Inc Del Com |
19.34%
26,693
|
$530,390,000 | 0.05% |
| FS Bancorp Inc |
8.87%
14,390
|
$524,516,000 | 0.05% |
| Tractor Supply Co Com |
17.18%
1,924
|
$519,480,000 | 0.05% |
| Equity Lifestyle Pptys Inc Com |
7.10%
7,933
|
$516,676,000 | 0.05% |
| Ishares Russell 2000 Etf |
0.25%
2,415
|
$489,979,000 | 0.04% |
| NextEra Energy Inc |
0.36%
6,657
|
$471,380,000 | 0.04% |
| Sound Finl Bancorp Inc Com |
4.96%
10,530
|
$462,899,000 | 0.04% |
| Jpmorgan Ultra-short Municipal Income Etf |
80.89%
8,945
|
$453,914,000 | 0.04% |
| Invesco Qqq Trust Series I |
No change
931
|
$446,051,000 | 0.04% |
| Duke Energy Corp New Com New |
0.34%
4,398
|
$440,812,000 | 0.04% |
| ServiceNow Inc |
15.92%
546
|
$429,522,000 | 0.04% |
| Starbucks Corp Com |
13.06%
5,450
|
$424,283,000 | 0.04% |
| Target Corp Com |
No change
2,853
|
$422,358,000 | 0.04% |
| Vanguard Ftse Emerging Markets Etf |
No change
9,634
|
$421,584,000 | 0.04% |
| Richmond Mut Bancorporation Com |
8.70%
35,877
|
$421,196,000 | 0.04% |
| Moodys Corp Com |
No change
1,000
|
$420,930,000 | 0.04% |
| Ponce Financial Group Inc |
6.04%
45,557
|
$416,391,000 | 0.04% |
| Ge Healthcare Technologies Inc Common Stock |
3.75%
5,146
|
$400,976,000 | 0.04% |
| Parker-hannifin Corp Com |
3.67%
791
|
$399,893,000 | 0.04% |
| Tesla Inc |
12.18%
2,011
|
$397,937,000 | 0.04% |
| Jpmorgan Ultra-short Income Etf |
3.09%
7,850
|
$396,190,000 | 0.04% |
| Unilever Plc Spon Adr New |
7.59%
7,032
|
$386,690,000 | 0.04% |
| Southern Co Com |
15.35%
4,885
|
$378,929,000 | 0.03% |
| Permian Basin Rty Tr Unit Ben Int |
0.90%
33,217
|
$373,015,000 | 0.03% |
| Cardinal Health, Inc. |
No change
3,715
|
$365,259,000 | 0.03% |
| Goldman Sachs Access Ultra Short Bond Etf |
No change
7,179
|
$361,570,000 | 0.03% |
| Honeywell International Inc |
No change
1,685
|
$359,815,000 | 0.03% |
| Medtronic Plc Shs |
27.34%
4,439
|
$349,394,000 | 0.03% |
| Waste Mgmt Inc Del Com |
No change
1,635
|
$348,811,000 | 0.03% |
| Firstenergy Corp Com |
No change
9,011
|
$344,851,000 | 0.03% |
| 3M Co. |
No change
3,350
|
$342,337,000 | 0.03% |
| Vanguard Short-term Bond Etf |
0.18%
4,400
|
$337,480,000 | 0.03% |
| Cincinnati Finl Corp Com |
No change
2,809
|
$331,743,000 | 0.03% |
| Rpm Intl Inc Com |
No change
2,996
|
$322,609,000 | 0.03% |
| Ishares S&p 100 Etf |
No change
1,210
|
$319,803,000 | 0.03% |
| Paypal Hldgs Inc Com |
10.28%
5,509
|
$319,687,000 | 0.03% |
| Metallus Inc Com |
1.78%
15,687
|
$317,975,000 | 0.03% |
| Chipotle Mexican Grill |
4,900.00%
5,050
|
$316,383,000 | 0.03% |
| Aflac Inc. |
No change
3,522
|
$314,550,000 | 0.03% |
| Kenvue Inc Com |
No change
17,067
|
$310,278,000 | 0.03% |
| Ishares Msci Usa Quality Factor Etf |
No change
1,800
|
$307,368,000 | 0.03% |
| Warner Bros Discovery Inc Com Ser A |
0.63%
40,897
|
$304,274,000 | 0.03% |
| ESSA Bancorp Inc |
No change
17,097
|
$300,736,000 | 0.03% |
| Fox Corp Cl A Com |
18.77%
8,529
|
$293,142,000 | 0.03% |
| Millicom Intl Cellular S A Com Stk |
13.65%
11,885
|
$291,777,000 | 0.03% |
| Cvs Health Corp Com |
15.04%
4,826
|
$285,024,000 | 0.03% |
| MercadoLibre Inc |
No change
172
|
$282,665,000 | 0.03% |
| Bank America Corp Com |
5.40%
7,001
|
$278,430,000 | 0.03% |
| Flexshares Quality Dividend Index Fund |
No change
4,090
|
$272,026,000 | 0.02% |
| Berkshire Hills Bancorp Inc. |
7.88%
11,696
|
$266,669,000 | 0.02% |
| Capital One Finl Corp Com |
No change
1,925
|
$266,516,000 | 0.02% |
| Ishares Core Dividend Growth Etf |
No change
4,593
|
$264,603,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
No change
465
|
$257,145,000 | 0.02% |
| Liberty Global Ltd Com Cl C |
26.12%
14,386
|
$256,790,000 | 0.02% |
| CME Group Inc |
21.01%
1,290
|
$253,614,000 | 0.02% |
| Hilltop Holdings Inc |
Closed
7,720
|
$241,790,000 | |
| Suncor Energy Inc New Com |
No change
6,250
|
$238,125,000 | 0.02% |
| DaVita Inc |
4.29%
1,675
|
$232,105,000 | 0.02% |
| Phillips 66 Com |
No change
1,638
|
$231,236,000 | 0.02% |
| Lauder Estee Cos Inc Cl A |
Closed
1,495
|
$230,454,000 | |
| Spdr S&p Dividend Etf |
No change
1,795
|
$228,288,000 | 0.02% |
| Colgate Palmolive Co Com |
Opened
2,339
|
$226,977,000 | 0.02% |
| Enterprise Bancorp Inc Mass Com |
14.49%
8,850
|
$220,188,000 | 0.02% |
| American Wtr Wks Co Inc New Com |
No change
1,694
|
$218,797,000 | 0.02% |
| Nucor Corp Com |
Closed
1,100
|
$217,690,000 | |
| Citizens Cmnty Bancorp Inc Md Com |
No change
18,778
|
$217,261,000 | 0.02% |
| Palo Alto Networks Inc |
Opened
639
|
$216,627,000 | 0.02% |
| Columbia Finl Inc Com |
Closed
12,468
|
$214,574,000 | |
| Industrial Select Sector Spdr Fund |
No change
1,760
|
$214,491,000 | 0.02% |
| Accenture Plc Ireland Shs Class A |
Closed
617
|
$213,858,000 | |
| Graco Inc. |
Closed
2,264
|
$211,593,000 | |
| Novartis Ag Sponsored Adr |
Opened
1,960
|
$208,662,000 | 0.02% |
| WEC Energy Group Inc |
No change
2,628
|
$206,193,000 | 0.02% |
| Ishares Msci Usa Min Vol Factor Etf |
No change
2,442
|
$205,030,000 | 0.02% |
| HomeTrust Bancshares Inc |
12.03%
6,800
|
$204,204,000 | 0.02% |
| Uber Technologies Inc |
Closed
2,645
|
$203,639,000 | |
| Vanguard Short-term Inflation-protected Securities Etf |
Opened
4,165
|
$202,169,000 | 0.02% |
| Invesco Water Resources ETF |
Closed
3,033
|
$201,907,000 | |
| Invesco S&p 500 Equal Weight Etf |
Closed
1,189
|
$201,381,000 | |
| American Airlines Group Inc 6.5 07/01/2025 |
No change
175,000
|
$180,926,000 | 0.02% |
| Brookline Bancorp Inc Del Com |
19.21%
21,332
|
$178,122,000 | 0.02% |
| Harborone Bancorp Inc New Com New |
18.71%
14,557
|
$162,019,000 | 0.01% |
| Banc of California Inc |
No change
10,220
|
$130,612,000 | 0.01% |
| Bogota Finl Corp Com |
15.35%
16,550
|
$111,382,000 | 0.01% |
| Manhattan Brdg Cap Inc Com |
Opened
84,759
|
$84,759,000 | 0.01% |
| Western New Eng Bancorp Inc Com |
No change
11,933
|
$82,099,000 | 0.01% |
| Ameriserv Finl Inc Com |
No change
11,000
|
$24,860,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 233 holdings | |||
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