Baldwin Brothers ma 13F annual report
Baldwin Brothers ma is an investment fund managing more than $1.28 trillion ran by Taylor Baldwin. There are currently 672 companies in Mr. Baldwin’s portfolio. The largest investments include Apple Inc and Microsoft, together worth $166 billion.
Limited to 30 biggest holdings
$1.28 trillion Assets Under Management (AUM)
As of 5th July 2024, Baldwin Brothers ma’s top holding is 407,599 shares of Apple Inc currently worth over $85.8 billion and making up 6.7% of the portfolio value.
Relative to the number of outstanding shares of Apple Inc, Baldwin Brothers ma owns more than approximately 0.1% of the company.
In addition, the fund holds 179,373 shares of Microsoft worth $80.2 billion, whose value grew 20.0% in the past six months.
The third-largest holding is Amazon.com worth $66.9 billion and the next is Alphabet Inc worth $78.7 billion, with 431,352 shares owned.
Currently, Baldwin Brothers ma's portfolio is worth at least $1.28 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 Baldwin Brothers ma
The Baldwin Brothers ma office and employees reside in Marion, Massachusetts. According to the last 13-F report filed with the SEC, Taylor Baldwin serves as the Chief Compliance Officer at Baldwin Brothers ma.
Recent trades
In the most recent 13F filing, Baldwin Brothers ma revealed that it had opened a new position in
Sila Realty Trust Inc and bought 9,000 shares worth $191 million.
The investment fund also strengthened its position in NVIDIA Corp by buying
381,401 additional shares.
This makes their stake in NVIDIA Corp total 429,434 shares worth $53.1 billion.
NVIDIA Corp dropped 71.0% in the past year.
On the other hand, there are companies that Baldwin Brothers ma is getting rid of from its portfolio.
Baldwin Brothers ma closed its position in Vanguard Mun Bd Fds on 12th July 2024.
It sold the previously owned 5,465 shares for $277 million.
Taylor Baldwin also disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $85.8 billion and 407,599 shares.
One of the largest hedge funds
The two most similar investment funds to Baldwin Brothers ma are 3edge Asset Management, L.P. and Southstate Corp. They manage $1.28 trillion and $1.28 trillion respectively.
Taylor Baldwin investment strategy
Baldwin Brothers ma’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 23.6% of
the total portfolio value.
The fund focuses on investments in the United States as
49.6% 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
39% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $65.7 billion.
The complete list of Baldwin Brothers ma trades based on 13F SEC filings
These positions were updated on July 12th 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 |
1.91%
407,599
|
$85,848,439,000 | 6.70% |
| Microsoft Corporation |
4.50%
179,373
|
$80,170,805,000 | 6.25% |
| Amazon.com Inc. |
7.69%
346,195
|
$66,902,184,000 | 5.22% |
| Alphabet Inc |
3.77%
431,352
|
$78,663,606,000 | 6.14% |
| NVIDIA Corp |
794.04%
429,434
|
$53,052,255,000 | 4.14% |
| Costco Whsl Corp New |
6.07%
41,395
|
$35,185,336,000 | 2.74% |
| Visa Inc |
3.20%
120,789
|
$31,703,492,000 | 2.47% |
| Ishares Tr |
13.34%
339,264
|
$42,858,767,000 | 3.34% |
| Blackstone Inc |
8.21%
243,472
|
$30,141,819,000 | 2.35% |
| KLA Corp. |
6.14%
35,433
|
$29,214,863,000 | 2.28% |
| Waste Mgmt Inc Del |
4.37%
127,352
|
$27,169,264,000 | 2.12% |
| Pepsico Inc |
3.40%
159,555
|
$26,315,450,000 | 2.05% |
| NextEra Energy Inc |
3.44%
335,832
|
$23,780,275,000 | 1.85% |
| Adobe Inc |
2.86%
42,110
|
$23,393,790,000 | 1.82% |
| Merck & Co Inc |
4.05%
182,931
|
$22,646,890,000 | 1.77% |
| United Rentals, Inc. |
6.92%
33,471
|
$21,646,718,000 | 1.69% |
| Analog Devices Inc. |
0.70%
87,949
|
$20,075,167,000 | 1.57% |
| Gallagher Arthur J & Co |
5.53%
74,013
|
$19,192,198,000 | 1.50% |
| Danaher Corp. |
6.53%
75,561
|
$18,878,916,000 | 1.47% |
| Exxon Mobil Corp. |
0.75%
158,385
|
$18,233,264,000 | 1.42% |
| JPMorgan Chase & Co. |
8.41%
85,757
|
$17,345,308,000 | 1.35% |
| Accenture Plc Ireland |
5.90%
56,853
|
$17,249,736,000 | 1.35% |
| Invesco Exch Trd Slf Idx Fd |
0.54%
308,984
|
$16,218,572,000 | 1.27% |
| Garmin Ltd |
5.56%
97,441
|
$15,875,109,000 | 1.24% |
| International Business Machs |
0.44%
89,689
|
$15,511,713,000 | 1.21% |
| Ishares Gold Tr |
1.13%
319,440
|
$14,032,999,000 | 1.09% |
| Spdr Gold Tr |
2.29%
63,915
|
$13,742,364,000 | 1.07% |
| Johnson & Johnson |
2.04%
93,482
|
$13,663,356,000 | 1.07% |
| Union Pac Corp |
4.02%
60,387
|
$13,663,163,000 | 1.07% |
| Honeywell International Inc |
4.35%
63,604
|
$13,581,998,000 | 1.06% |
| Fiserv, Inc. |
0.83%
86,257
|
$12,855,743,000 | 1.00% |
| Alps Etf Tr |
12.80%
261,553
|
$12,549,308,000 | 0.98% |
| Zoetis Inc |
4.21%
70,132
|
$12,158,084,000 | 0.95% |
| Marriott Intl Inc New |
4.77%
48,398
|
$11,701,107,000 | 0.91% |
| Sherwin-Williams Co. |
5.62%
35,948
|
$10,728,072,000 | 0.84% |
| Church & Dwight Co., Inc. |
0.28%
99,211
|
$10,286,203,000 | 0.80% |
| Chevron Corp. |
7.44%
63,801
|
$9,979,701,000 | 0.78% |
| Regency Ctrs Corp |
5.77%
154,247
|
$9,594,163,000 | 0.75% |
| Procter And Gamble Co |
4.23%
56,058
|
$9,245,053,000 | 0.72% |
| Schwab Charles Corp |
2.81%
121,460
|
$8,950,375,000 | 0.70% |
| Illinois Tool Wks Inc |
0.98%
36,431
|
$8,632,795,000 | 0.67% |
| Cooper Cos Inc |
5.59%
94,982
|
$8,291,929,000 | 0.65% |
| Waters Corp. |
4.74%
28,495
|
$8,266,969,000 | 0.64% |
| Prologis Inc |
1.14%
72,129
|
$8,100,759,000 | 0.63% |
| S&P Global Inc |
6.66%
17,651
|
$7,872,384,000 | 0.61% |
| Enterprise Prods Partners L |
0.21%
270,666
|
$7,843,901,000 | 0.61% |
| Dover Corp. |
1.84%
39,145
|
$7,063,715,000 | 0.55% |
| Novo-nordisk A S |
0.22%
48,788
|
$6,963,999,000 | 0.54% |
| Bank America Corp |
0.56%
166,349
|
$6,615,700,000 | 0.52% |
| Berkshire Hathaway Inc. |
1.01%
16,190
|
$7,197,926,000 | 0.56% |
| Vanguard Scottsdale Fds |
2.57%
113,376
|
$6,614,863,000 | 0.52% |
| ON Semiconductor Corp. |
1.71%
92,861
|
$6,365,645,000 | 0.50% |
| Novartis AG |
3.09%
47,558
|
$5,063,021,000 | 0.39% |
| Roper Technologies Inc |
1.95%
8,785
|
$4,951,813,000 | 0.39% |
| Paychex Inc. |
2.87%
40,303
|
$4,778,286,000 | 0.37% |
| MSCI Inc |
2.31%
9,807
|
$4,724,522,000 | 0.37% |
| Energy Transfer L P |
No change
287,129
|
$4,657,232,000 | 0.36% |
| Charles Riv Labs Intl Inc |
0.52%
22,260
|
$4,598,471,000 | 0.36% |
| Vanguard Bd Index Fds |
0.41%
61,333
|
$4,419,043,000 | 0.34% |
| Vertex Pharmaceuticals, Inc. |
0.04%
8,986
|
$4,211,918,000 | 0.33% |
| Cf Inds Hldgs Inc |
4.41%
55,594
|
$4,120,627,000 | 0.32% |
| Axsome Therapeutics Inc |
No change
49,695
|
$4,000,448,000 | 0.31% |
| Philip Morris International Inc |
1.27%
31,914
|
$3,233,836,000 | 0.25% |
| Stryker Corp. |
3.54%
9,359
|
$3,184,400,000 | 0.25% |
| Thermo Fisher Scientific Inc. |
4.26%
5,758
|
$3,184,196,000 | 0.25% |
| Automatic Data Processing In |
7.65%
13,276
|
$3,168,848,000 | 0.25% |
| Coca-Cola Co |
0.55%
47,863
|
$3,046,480,000 | 0.24% |
| Toronto Dominion Bk Ont |
No change
54,833
|
$3,013,622,000 | 0.24% |
| McCormick & Co., Inc. |
2.50%
42,265
|
$2,998,260,000 | 0.23% |
| Eog Res Inc |
10.29%
22,947
|
$2,888,339,000 | 0.23% |
| Cohen & Steers Select Pfd & |
11.21%
145,755
|
$2,883,025,000 | 0.22% |
| Vanguard Index Fds |
74.91%
20,524
|
$3,942,471,000 | 0.31% |
| Altria Group Inc. |
11.89%
60,291
|
$2,746,238,000 | 0.21% |
| Meta Platforms Inc |
2.61%
5,400
|
$2,722,788,000 | 0.21% |
| Edwards Lifesciences Corp |
2.56%
26,949
|
$2,489,279,000 | 0.19% |
| Spdr S&p 500 Etf Tr |
16.93%
4,293
|
$2,336,336,000 | 0.18% |
| Cohen & Steers Ltd Duration |
1.98%
89,521
|
$1,781,468,000 | 0.14% |
| Uber Technologies Inc |
0.05%
24,349
|
$1,769,685,000 | 0.14% |
| Glacier Bancorp, Inc. |
0.06%
44,798
|
$1,671,861,000 | 0.13% |
| Oneok Inc. |
1.62%
19,856
|
$1,619,257,000 | 0.13% |
| Targa Res Corp |
0.99%
12,470
|
$1,605,887,000 | 0.13% |
| Apollo Global Mgmt Inc |
No change
13,146
|
$1,552,148,000 | 0.12% |
| Fastenal Co. |
1.95%
24,574
|
$1,544,214,000 | 0.12% |
| Select Sector Spdr Tr |
6.24%
20,577
|
$2,122,342,000 | 0.17% |
| Tesla Inc |
33.74%
7,209
|
$1,426,517,000 | 0.11% |
| Emerson Elec Co |
No change
12,780
|
$1,407,845,000 | 0.11% |
| Weyerhaeuser Co Mtn Be |
18.26%
48,460
|
$1,375,792,000 | 0.11% |
| Advanced Micro Devices Inc. |
24.23%
8,306
|
$1,347,316,000 | 0.11% |
| Goldman Sachs Etf Tr |
3.41%
13,131
|
$1,314,150,000 | 0.10% |
| Teleflex Incorporated |
2.87%
5,925
|
$1,246,205,000 | 0.10% |
| HCI Group Inc |
No change
13,317
|
$1,227,428,000 | 0.10% |
| AMGEN Inc. |
3.15%
3,722
|
$1,162,939,000 | 0.09% |
| Resmed Inc. |
27.56%
6,045
|
$1,157,190,000 | 0.09% |
| Eli Lilly & Co |
1.12%
1,265
|
$1,145,306,000 | 0.09% |
| Hingham Instn Svgs Mass |
5.96%
6,229
|
$1,114,244,000 | 0.09% |
| Blackrock Inc. |
8.18%
1,392
|
$1,095,949,000 | 0.09% |
| Abbvie Inc |
0.47%
6,294
|
$1,079,547,000 | 0.08% |
| Nuvectis Pharma Inc |
9.41%
168,630
|
$1,067,428,000 | 0.08% |
| Broadcom Inc. |
2.25%
653
|
$1,048,411,000 | 0.08% |
| Bank New York Mellon Corp |
No change
17,355
|
$1,039,391,000 | 0.08% |
| Canadian Natl Ry Co |
4.38%
8,728
|
$1,031,039,000 | 0.08% |
| Pfizer Inc. |
34.51%
36,194
|
$1,012,708,000 | 0.08% |
| Vanguard Specialized Funds |
No change
5,500
|
$1,004,025,000 | 0.08% |
| TC Energy Corporation |
12.78%
24,232
|
$918,399,000 | 0.07% |
| Unitedhealth Group Inc |
40.90%
1,581
|
$805,140,000 | 0.06% |
| Global Partners LP |
No change
17,000
|
$775,710,000 | 0.06% |
| Home Depot, Inc. |
46.01%
2,242
|
$771,786,000 | 0.06% |
| Tjx Cos Inc New |
0.33%
6,946
|
$764,755,000 | 0.06% |
| Conocophillips |
0.58%
6,549
|
$749,075,000 | 0.06% |
| Vanguard Tax-managed Fds |
1.48%
14,830
|
$732,898,000 | 0.06% |
| Invesco Exch Traded Fd Tr Ii |
0.54%
27,309
|
$1,506,423,000 | 0.12% |
| Vanguard Intl Equity Index F |
2.37%
17,832
|
$851,341,000 | 0.07% |
| Kimberly-Clark Corp. |
No change
5,190
|
$717,258,000 | 0.06% |
| Progressive Corp. |
0.56%
3,397
|
$705,591,000 | 0.06% |
| Abbott Labs |
5.13%
6,494
|
$674,792,000 | 0.05% |
| Disney Walt Co |
1.80%
6,586
|
$653,924,000 | 0.05% |
| Sunoco Lp/sunoco Fin Corp |
8.19%
11,360
|
$642,294,000 | 0.05% |
| Carlyle Group Inc (The) |
No change
15,720
|
$631,158,000 | 0.05% |
| 3M Co. |
0.65%
6,112
|
$624,585,000 | 0.05% |
| Goldman Sachs BDC Inc |
0.75%
40,453
|
$608,009,000 | 0.05% |
| Vanguard World Fd |
0.68%
5,116
|
$870,723,000 | 0.07% |
| Stock Yds Bancorp Inc |
No change
12,030
|
$597,530,000 | 0.05% |
| Mettler-Toledo International, Inc. |
1.63%
422
|
$589,783,000 | 0.05% |
| Deere & Co. |
No change
1,560
|
$582,863,000 | 0.05% |
| Qualcomm, Inc. |
No change
2,877
|
$573,041,000 | 0.04% |
| Starbucks Corp. |
94.18%
7,319
|
$569,784,000 | 0.04% |
| Intuit Inc |
32.52%
830
|
$545,484,000 | 0.04% |
| Travelers Companies Inc. |
2.21%
2,653
|
$539,461,000 | 0.04% |
| The Southern Co. |
No change
6,900
|
$535,233,000 | 0.04% |
| Balchem Corp. |
16.97%
3,449
|
$530,940,000 | 0.04% |
| American Wtr Wks Co Inc New |
No change
4,090
|
$528,264,000 | 0.04% |
| Fedex Corp |
7.93%
1,741
|
$522,021,000 | 0.04% |
| Kinsale Cap Group Inc |
No change
1,350
|
$520,128,000 | 0.04% |
| Netflix Inc. |
3.80%
760
|
$512,909,000 | 0.04% |
| CVS Health Corp |
18.13%
8,552
|
$505,081,000 | 0.04% |
| Trade Desk Inc |
No change
5,090
|
$497,140,000 | 0.04% |
| PayPal Holdings Inc |
2.88%
8,478
|
$491,978,000 | 0.04% |
| Oracle Corp. |
7.68%
3,412
|
$481,774,000 | 0.04% |
| Fortune Brands Innovations I |
3.91%
7,377
|
$479,062,000 | 0.04% |
| Cambridge Bancorp |
No change
6,811
|
$469,959,000 | 0.04% |
| MPLX LP |
No change
10,796
|
$459,802,000 | 0.04% |
| Spdr Ser Tr |
0.95%
17,788
|
$1,310,146,000 | 0.10% |
| Lowes Cos Inc |
No change
1,945
|
$428,795,000 | 0.03% |
| American Tower Corp. |
3.33%
2,122
|
$412,474,000 | 0.03% |
| Wells Fargo Co New |
2.60%
6,526
|
$387,579,000 | 0.03% |
| Seacoast Bkg Corp Fla |
0.62%
16,130
|
$381,313,000 | 0.03% |
| Helios Technologies, Inc. |
No change
7,926
|
$378,467,000 | 0.03% |
| MGM Resorts International |
19.05%
8,500
|
$377,740,000 | 0.03% |
| Dexcom Inc |
1.50%
3,289
|
$372,907,000 | 0.03% |
| DuPont de Nemours Inc |
No change
4,508
|
$362,849,000 | 0.03% |
| HubSpot Inc |
No change
610
|
$359,772,000 | 0.03% |
| Schwab Strategic Tr |
2.55%
10,663
|
$533,184,000 | 0.04% |
| Us Bancorp Del |
No change
8,959
|
$355,672,000 | 0.03% |
| Caterpillar Inc. |
0.19%
1,052
|
$350,421,000 | 0.03% |
| Moodys Corp |
No change
815
|
$343,058,000 | 0.03% |
| Air Prods & Chems Inc |
14.95%
1,178
|
$303,983,000 | 0.02% |
| ServiceNow Inc |
0.57%
352
|
$276,908,000 | 0.02% |
| Vanguard Mun Bd Fds |
Closed
5,465
|
$276,529,000 | |
| Ishares Tr |
Closed
5,337
|
$532,541,000 | |
| Bright Horizons Fam Sol In D |
No change
2,510
|
$276,301,000 | 0.02% |
| Phillips 66 |
No change
1,918
|
$270,764,000 | 0.02% |
| Pimco Etf Tr |
11.16%
3,185
|
$307,790,000 | 0.02% |
| Norfolk Southn Corp |
No change
1,235
|
$265,142,000 | 0.02% |
| Mastercard Incorporated |
No change
596
|
$262,931,000 | 0.02% |
| Wisdomtree Tr |
No change
13,106
|
$768,010,000 | 0.06% |
| Expedia Group Inc |
No change
2,000
|
$251,980,000 | 0.02% |
| Dow Inc |
No change
4,718
|
$250,290,000 | 0.02% |
| Colgate-Palmolive Co. |
No change
2,557
|
$248,131,000 | 0.02% |
| Cameco Corp. |
11.11%
5,000
|
$246,000,000 | 0.02% |
| Hannon Armstrong Sust Infr C |
11.04%
8,250
|
$244,200,000 | 0.02% |
| First Tr Exchange Traded Fd |
25.10%
4,287
|
$241,873,000 | 0.02% |
| Trane Technologies plc |
No change
730
|
$240,119,000 | 0.02% |
| Zscaler Inc |
No change
1,200
|
$230,628,000 | 0.02% |
| Ishares Silver Tr |
30.08%
8,650
|
$229,831,000 | 0.02% |
| RTX Corp |
19.22%
2,249
|
$225,777,000 | 0.02% |
| TE Connectivity Ltd |
No change
1,495
|
$224,893,000 | 0.02% |
| General Dynamics Corp. |
No change
763
|
$221,377,000 | 0.02% |
| Healthcare Rlty Tr |
No change
13,100
|
$215,888,000 | 0.02% |
| Hims & Hers Health, Inc. |
52.40%
10,534
|
$212,681,000 | 0.02% |
| Mondelez International Inc. |
36.38%
3,148
|
$206,005,000 | 0.02% |
| Agilent Technologies Inc. |
2.30%
1,572
|
$203,778,000 | 0.02% |
| Lauder Estee Cos Inc |
Closed
1,300
|
$200,395,000 | |
| Western Midstream Partners L |
No change
5,000
|
$198,650,000 | 0.02% |
| GE Aerospace |
5.68%
1,246
|
$198,077,000 | 0.02% |
| Freeport-McMoRan Inc |
22.19%
4,002
|
$194,497,000 | 0.02% |
| Crowdstrike Holdings Inc |
0.80%
504
|
$193,128,000 | 0.02% |
| Sila Realty Trust Inc |
Opened
9,000
|
$190,530,000 | 0.01% |
| BP plc |
No change
5,275
|
$190,428,000 | 0.01% |
| Palo Alto Networks Inc |
0.54%
561
|
$190,185,000 | 0.01% |
| Toro Co. |
No change
2,000
|
$187,020,000 | 0.01% |
| Corteva Inc |
No change
3,463
|
$186,794,000 | 0.01% |
| Marsh & McLennan Cos., Inc. |
No change
875
|
$184,380,000 | 0.01% |
| White Mtns Ins Group Ltd |
No change
100
|
$181,745,000 | 0.01% |
| Iron Mtn Inc Del |
No change
2,008
|
$179,957,000 | 0.01% |
| Oreilly Automotive Inc |
No change
167
|
$176,362,000 | 0.01% |
| Cisco Sys Inc |
1.61%
3,658
|
$173,792,000 | 0.01% |
| CME Group Inc |
No change
880
|
$173,008,000 | 0.01% |
| Spdr S&p Midcap 400 Etf Tr |
80.93%
317
|
$169,620,000 | 0.01% |
| Service Corp Intl |
No change
2,350
|
$167,156,000 | 0.01% |
| Motorola Solutions Inc |
No change
423
|
$163,299,000 | 0.01% |
| VanEck ETF Trust |
38.01%
7,389
|
$280,547,000 | 0.02% |
| Axon Enterprise Inc |
No change
550
|
$161,832,000 | 0.01% |
| Biogen Inc |
17.75%
695
|
$161,115,000 | 0.01% |
| Ssga Active Etf Tr |
58.95%
4,039
|
$160,429,000 | 0.01% |
| Spdr Index Shs Fds |
3.39%
5,905
|
$229,725,000 | 0.02% |
| Hess Midstream LP |
No change
4,000
|
$145,760,000 | 0.01% |
| Mcdonalds Corp |
2.92%
564
|
$143,730,000 | 0.01% |
| Walmart Inc |
26.62%
2,074
|
$140,431,000 | 0.01% |
| Watsco Inc. |
0.33%
301
|
$139,435,000 | 0.01% |
| Shell Plc |
No change
1,908
|
$137,719,000 | 0.01% |
| Ansys Inc. |
No change
425
|
$136,638,000 | 0.01% |
| AT&T Inc. |
5.64%
7,028
|
$134,305,000 | 0.01% |
| Cognex Corp. |
No change
2,800
|
$130,928,000 | 0.01% |
| Verizon Communications Inc |
2.49%
3,126
|
$128,916,000 | 0.01% |
| Midcap Financial Invstmnt Co |
No change
8,333
|
$126,162,000 | 0.01% |
| Ares Capital Corp |
No change
6,000
|
$125,040,000 | 0.01% |
| Cummins Inc. |
2.05%
448
|
$124,065,000 | 0.01% |
| Comcast Corp New |
1.28%
3,158
|
$123,667,000 | 0.01% |
| Ishares Inc |
1.55%
16,230
|
$360,022,000 | 0.03% |
| Constellation Brands Inc |
16.70%
454
|
$116,805,000 | 0.01% |
| Intel Corp. |
62.86%
3,755
|
$116,292,000 | 0.01% |
| Becton Dickinson & Co. |
No change
485
|
$113,349,000 | 0.01% |
| Truist Finl Corp |
2.32%
2,870
|
$111,500,000 | 0.01% |
| Flowers Foods, Inc. |
No change
4,950
|
$109,890,000 | 0.01% |
| Ecolab, Inc. |
7.07%
460
|
$109,480,000 | 0.01% |
| Boeing Co. |
3.45%
600
|
$109,206,000 | 0.01% |
| United Nat Foods Inc |
37.97%
8,191
|
$107,302,000 | 0.01% |
| Humana Inc. |
94.91%
284
|
$106,117,000 | 0.01% |
| Sprouts Fmrs Mkt Inc |
No change
1,260
|
$105,412,000 | 0.01% |
| Invesco Exchange Traded Fd T |
5.09%
1,135
|
$127,117,000 | 0.01% |
| Fidelity Natl Information Sv |
3.04%
1,391
|
$104,826,000 | 0.01% |
| Welltower Inc. |
No change
1,000
|
$104,250,000 | 0.01% |
| Pnc Finl Svcs Group Inc |
No change
670
|
$104,172,000 | 0.01% |
| Canadian Imperial Bk Comm To |
No change
2,168
|
$103,067,000 | 0.01% |
| Toyota Motor Corporation |
No change
500
|
$102,485,000 | 0.01% |
| Nike, Inc. |
42.92%
1,339
|
$100,920,000 | 0.01% |
| Leidos Holdings Inc |
Closed
765
|
$100,284,000 | |
| Yandex N V |
No change
2,132
|
$98,301,000 | 0.01% |
| Floor & Decor Holdings Inc |
3.24%
987
|
$98,118,000 | 0.01% |
| Jacobs Solutions Inc |
No change
700
|
$97,797,000 | 0.01% |
| Cencora Inc. |
No change
434
|
$97,780,000 | 0.01% |
| Lam Research Corp. |
No change
91
|
$96,901,000 | 0.01% |
| CSW Industrials Inc |
No change
362
|
$96,042,000 | 0.01% |
| Palantir Technologies Inc. |
No change
3,648
|
$92,404,000 | 0.01% |
| Manulife Finl Corp |
No change
3,450
|
$91,839,000 | 0.01% |
| Marriott Vacations Worldwide Corp |
No change
1,047
|
$91,389,000 | 0.01% |
| Stag Indl Inc |
No change
2,500
|
$90,150,000 | 0.01% |
| Carrier Global Corporation |
26.39%
1,395
|
$87,997,000 | 0.01% |
| Kinder Morgan Inc |
2.71%
4,314
|
$85,719,000 | 0.01% |
| Arcadium Lithium Plc |
No change
25,357
|
$85,200,000 | 0.01% |
| Williams Cos Inc |
No change
2,000
|
$85,000,000 | 0.01% |
| Canadian Pacific Kansas City |
49.58%
1,077
|
$84,792,000 | 0.01% |
| United Parcel Service, Inc. |
9.21%
611
|
$83,616,000 | 0.01% |
| Rithm Capital Corp |
No change
7,500
|
$81,825,000 | 0.01% |
| Thomson-Reuters Corp |
1.05%
483
|
$81,412,000 | 0.01% |
| General Mls Inc |
No change
1,275
|
$80,657,000 | 0.01% |
| Spotify Technology S.A. |
14.19%
254
|
$79,703,000 | 0.01% |
| Huntington Bancshares, Inc. |
1.87%
5,940
|
$78,289,000 | 0.01% |
| Bristol-Myers Squibb Co. |
79.73%
1,884
|
$78,243,000 | 0.01% |
| Solventum Corp |
Opened
1,474
|
$77,945,000 | 0.01% |
| Kyndryl Hldgs Inc |
No change
2,932
|
$77,141,000 | 0.01% |
| Annaly Capital Management In |
No change
4,000
|
$76,240,000 | 0.01% |
| Nxp Semiconductors N V |
No change
280
|
$75,345,000 | 0.01% |
| Hormel Foods Corp. |
Closed
2,150
|
$75,014,000 | |
| Star Bulk Carriers Corp |
No change
3,000
|
$73,140,000 | 0.01% |
| Recursion Pharmaceuticals In |
Closed
7,336
|
$73,140,000 | |
| Fidelity Covington Trust |
Opened
2,820
|
$70,754,000 | 0.01% |
| Astrazeneca plc |
12.25%
898
|
$70,035,000 | 0.01% |
| Consolidated Edison, Inc. |
5.56%
764
|
$68,317,000 | 0.01% |
| Cognizant Technology Solutio |
No change
1,000
|
$68,000,000 | 0.01% |
| Flex Lng Ltd |
No change
2,500
|
$67,600,000 | 0.01% |
| Eaton Vance Tax-managed Glob |
No change
8,000
|
$67,600,000 | 0.01% |
| Msc Indl Direct Inc |
No change
850
|
$67,414,000 | 0.01% |
| Global X Fds |
5.51%
7,324
|
$216,365,000 | 0.02% |
| Agnc Invt Corp |
No change
7,000
|
$66,780,000 | 0.01% |
| Realty Income Corp. |
No change
1,230
|
$64,969,000 | 0.01% |
| IPG Photonics Corp |
No change
761
|
$64,221,000 | 0.01% |
| Championx Corporation |
No change
1,932
|
$64,162,000 | 0.01% |
| Greystone Housing Impact Inv |
0.39%
4,324
|
$64,038,000 | 0.00% |
| Brookfield Real Assets Incom |
No change
5,000
|
$63,800,000 | 0.00% |
| Eastern Bankshares, Inc. |
No change
4,500
|
$62,910,000 | 0.00% |
| Sonoco Prods Co |
1.67%
1,220
|
$61,878,000 | 0.00% |
| CSX Corp. |
3.74%
1,805
|
$60,377,000 | 0.00% |
| J P Morgan Exchange Traded F |
No change
1,295
|
$59,997,000 | 0.00% |
| Global X Fds |
Closed
2,000
|
$59,500,000 | |
| Texas Instrs Inc |
121.32%
301
|
$58,554,000 | 0.00% |
| Salesforce Inc |
6.57%
227
|
$58,362,000 | 0.00% |
| First Tr Nasdaq 100 Tech Ind |
No change
295
|
$58,251,000 | 0.00% |
| Alibaba Group Hldg Ltd |
20.00%
800
|
$57,600,000 | 0.00% |
| State Str Corp |
No change
773
|
$57,202,000 | 0.00% |
| Pimco Dynamic Income Fd |
50.00%
3,000
|
$56,430,000 | 0.00% |
| Otis Worldwide Corporation |
30.30%
575
|
$55,350,000 | 0.00% |
| Inter Parfums, Inc. |
No change
475
|
$55,114,000 | 0.00% |
| Bitwise Bitcoin Etf Tr |
No change
1,680
|
$54,919,000 | 0.00% |
| Taiwan Semiconductor Mfg Ltd |
109.33%
314
|
$54,576,000 | 0.00% |
| Franco Nev Corp |
62.72%
450
|
$53,334,000 | 0.00% |
| Quest Diagnostics, Inc. |
Closed
400
|
$53,244,000 | |
| Grayscale Bitcoin Tr Btc |
57.68%
1,000
|
$53,240,000 | 0.00% |
| Magnite Inc |
No change
4,000
|
$53,160,000 | 0.00% |
| Hancock John Tax-advantaged |
24.29%
2,625
|
$53,051,000 | 0.00% |
| MercadoLibre Inc |
3.03%
32
|
$52,589,000 | 0.00% |
| Microstrategy Inc. |
No change
38
|
$52,344,000 | 0.00% |
| Waste Connections Inc |
1.36%
298
|
$52,257,000 | 0.00% |
| Aflac Inc. |
No change
580
|
$51,800,000 | 0.00% |
| Unitil Corp. |
No change
1,000
|
$51,790,000 | 0.00% |
| Cohen & Steers Infrastructur |
15.83%
2,276
|
$51,164,000 | 0.00% |
| Churchill Downs, Inc. |
No change
360
|
$50,256,000 | 0.00% |
| Ball Corp. |
No change
837
|
$50,237,000 | 0.00% |
| Global X Fds |
Opened
2,700
|
$99,525,000 | 0.01% |
| Brown-Forman Corporation |
4.82%
1,153
|
$49,798,000 | 0.00% |
| Invesco Currencyshares Japan |
Opened
860
|
$49,472,000 | 0.00% |
| Brookline Bancorp, Inc. |
No change
5,896
|
$49,232,000 | 0.00% |
| Allstate Corp (The) |
2.00%
306
|
$48,856,000 | 0.00% |
| CDW Corp |
8.46%
218
|
$48,797,000 | 0.00% |
| OneMain Holdings Inc |
No change
1,000
|
$48,490,000 | 0.00% |
| Sempra |
No change
634
|
$48,222,000 | 0.00% |
| Independent Bk Corp Mass |
No change
950
|
$48,184,000 | 0.00% |
| Chubb Limited |
5.71%
185
|
$47,190,000 | 0.00% |
| Alamos Gold Inc. |
Opened
3,000
|
$47,055,000 | 0.00% |
| Innovative Indl Pptys Inc |
No change
425
|
$46,419,000 | 0.00% |
| Washington Tr Bancorp Inc |
No change
1,659
|
$45,473,000 | 0.00% |
| Fs Kkr Cap Corp |
61.67%
2,300
|
$45,379,000 | 0.00% |
| Fifth Third Bancorp |
No change
1,231
|
$44,919,000 | 0.00% |
| Schwab Strategic Tr |
Closed
1,247
|
$87,584,000 | |
| Eaton Corp Plc |
36.36%
140
|
$43,897,000 | 0.00% |
| Petroleo Brasileiro Sa Petro |
No change
3,000
|
$43,470,000 | 0.00% |
| United Therapeutics Corp |
No change
135
|
$43,004,000 | 0.00% |
| Iridium Communications Inc |
No change
1,600
|
$42,592,000 | 0.00% |
| Masterbrand Inc |
No change
2,875
|
$42,205,000 | 0.00% |
| Artisan Partners Asset Mgmt |
No change
1,000
|
$41,270,000 | 0.00% |
| Kkr Income Opportunities Fd |
No change
3,000
|
$41,100,000 | 0.00% |
| Chipotle Mexican Grill |
4,900.00%
650
|
$40,723,000 | 0.00% |
| Albemarle Corp. |
2.92%
423
|
$40,405,000 | 0.00% |
| Idexx Labs Inc |
19.61%
82
|
$39,950,000 | 0.00% |
| Boston Scientific Corp. |
14.67%
512
|
$39,429,000 | 0.00% |
| Madison Covered Call & Equit |
No change
5,000
|
$38,000,000 | 0.00% |
| Ge Vernova Inc |
Opened
221
|
$37,904,000 | 0.00% |
| Schlumberger Ltd. |
No change
800
|
$37,744,000 | 0.00% |
| Doubleline Income Solutions |
No change
3,000
|
$37,560,000 | 0.00% |
| Northrim Bancorp, Inc. |
No change
650
|
$37,466,000 | 0.00% |
| Vanguard Whitehall Fds |
Closed
300
|
$36,297,000 | |
| First Tr Mid Cap Core Alphad |
No change
330
|
$35,814,000 | 0.00% |
| Paycom Software Inc |
No change
250
|
$35,760,000 | 0.00% |
| Unilever plc |
No change
650
|
$35,744,000 | 0.00% |
| Morgan Stanley |
9.55%
367
|
$35,669,000 | 0.00% |
| KeyCorp |
2.77%
2,484
|
$35,298,000 | 0.00% |
| Blackstone Mtg Tr Inc |
No change
2,000
|
$34,840,000 | 0.00% |
| Fidelity Covington Trust |
No change
700
|
$34,601,000 | 0.00% |
| Sysco Corp. |
4.78%
482
|
$34,410,000 | 0.00% |
| International Flavors&fragra |
Closed
400
|
$34,396,000 | |
| Airbnb, Inc. |
No change
225
|
$34,117,000 | 0.00% |
| Digital Rlty Tr Inc |
No change
220
|
$33,451,000 | 0.00% |
| Southern Copper Corporation |
1.00%
303
|
$32,645,000 | 0.00% |
| Wiley John & Sons Inc |
No change
800
|
$32,560,000 | 0.00% |
| Vanguard Index Fds |
Closed
96
|
$32,761,000 | |
| Acushnet Hldgs Corp |
No change
500
|
$31,740,000 | 0.00% |
| L3Harris Technologies Inc |
7.69%
140
|
$31,441,000 | 0.00% |
| Icon Plc |
5.26%
100
|
$31,347,000 | 0.00% |
| Arch Cap Group Ltd |
50.73%
309
|
$31,175,000 | 0.00% |
| Clorox Co. |
No change
227
|
$30,979,000 | 0.00% |
| Arista Networks Inc |
10.00%
88
|
$30,842,000 | 0.00% |
| First Tr Exchange-traded Fd |
16.00%
525
|
$63,218,000 | 0.00% |
| Ferrari N.V. |
9.64%
75
|
$30,628,000 | 0.00% |
| Lululemon Athletica inc. |
43.96%
102
|
$30,467,000 | 0.00% |
| Hancock John Prem Divid Fd |
47.54%
2,573
|
$30,310,000 | 0.00% |
| Target Corp |
2.00%
204
|
$30,200,000 | 0.00% |
| Northern Tr Corp |
11.50%
354
|
$29,729,000 | 0.00% |
| Fortive Corp |
No change
400
|
$29,640,000 | 0.00% |
| Shopify Inc |
No change
447
|
$29,524,000 | 0.00% |
| Texas Roadhouse Inc |
No change
170
|
$29,191,000 | 0.00% |
| Intuitive Surgical Inc |
No change
63
|
$28,026,000 | 0.00% |
| Teladoc Health Inc |
0.14%
2,864
|
$28,010,000 | 0.00% |
| Ellington Credit Co. |
No change
4,000
|
$27,800,000 | 0.00% |
| Graco Inc. |
No change
350
|
$27,748,000 | 0.00% |
| Exchange Traded Concepts Tru |
Closed
463
|
$27,150,000 | |
| Asml Holding N V |
18.75%
26
|
$26,591,000 | 0.00% |
| Smith & Wesson Brands, Inc. |
No change
1,850
|
$26,529,000 | 0.00% |
| Occidental Pete Corp |
Closed
400
|
$25,996,000 | |
| Amplify Etf Tr |
Closed
388
|
$24,875,000 | |
| Autodesk Inc. |
No change
100
|
$24,745,000 | 0.00% |
| Public Svc Enterprise Grp In |
No change
314
|
$23,142,000 | 0.00% |
| Zillow Group Inc |
No change
498
|
$23,102,000 | 0.00% |
| Fidelity Merrimack Str Tr |
No change
500
|
$23,020,000 | 0.00% |
| Factset Resh Sys Inc |
12.00%
56
|
$22,863,000 | 0.00% |
| Clean Harbors, Inc. |
No change
100
|
$22,615,000 | 0.00% |
| Vanguard Bd Index Fds |
Closed
293
|
$22,464,000 | |
| Alcon Ag |
No change
250
|
$22,270,000 | 0.00% |
| Linde Plc. |
31.51%
50
|
$21,941,000 | 0.00% |
| Hilton Worldwide Holdings Inc |
No change
100
|
$21,820,000 | 0.00% |
| Northrop Grumman Corp. |
No change
50
|
$21,798,000 | 0.00% |
| Ge Healthcare Technologies I |
6.42%
277
|
$21,584,000 | 0.00% |
| Dbx Etf Tr |
No change
425
|
$21,414,000 | 0.00% |
| Illumina Inc |
No change
205
|
$21,398,000 | 0.00% |
| Royal Bk Cda |
No change
200
|
$21,276,000 | 0.00% |
| e.l.f. Beauty Inc |
No change
100
|
$21,072,000 | 0.00% |
| Valley Natl Bancorp |
No change
3,000
|
$20,940,000 | 0.00% |
| Spdr Ser Tr |
Opened
752
|
$35,047,000 | 0.00% |
| Renaissancere Hldgs Ltd |
8.24%
92
|
$20,563,000 | 0.00% |
| Atlassian Corporation |
6.42%
116
|
$20,518,000 | 0.00% |
| Unum Group |
No change
400
|
$20,444,000 | 0.00% |
| Beyond Air, Inc. |
No change
37,500
|
$20,149,000 | 0.00% |
| Ferguson Plc New |
5.05%
104
|
$20,140,000 | 0.00% |
| Exact Sciences Corp. |
No change
470
|
$19,858,000 | 0.00% |
| Lockheed Martin Corp. |
35.48%
42
|
$19,618,000 | 0.00% |
| Cincinnati Finl Corp |
60.39%
164
|
$19,422,000 | 0.00% |
| Icici Bank Limited |
3.55%
670
|
$19,303,000 | 0.00% |
| Liberty Broadband Corp |
11.97%
346
|
$18,968,000 | 0.00% |
| Gilead Sciences, Inc. |
96.00%
271
|
$18,593,000 | 0.00% |
| Coinbase Global Inc |
3.75%
83
|
$18,445,000 | 0.00% |
| Franklin Resources, Inc. |
No change
817
|
$18,260,000 | 0.00% |
| Nu Hldgs Ltd |
3.37%
1,412
|
$18,201,000 | 0.00% |
| Global Med Reit Inc |
No change
2,000
|
$18,160,000 | 0.00% |
| Calavo Growers, Inc |
No change
800
|
$18,160,000 | 0.00% |
| First Solar Inc |
No change
80
|
$18,037,000 | 0.00% |
| Shift4 Pmts Inc |
No change
245
|
$17,971,000 | 0.00% |
| Infosys Ltd |
Closed
1,000
|
$17,930,000 | |
| SoFi Technologies, Inc. |
No change
2,706
|
$17,887,000 | 0.00% |
| Haemonetics Corp Mass |
No change
215
|
$17,787,000 | 0.00% |
| Liberty Media Corp. |
No change
1,500
|
$37,993,000 | 0.00% |
| Ford Mtr Co Del |
1.61%
1,385
|
$17,367,000 | 0.00% |
| Applied Matls Inc |
25.86%
73
|
$17,227,000 | 0.00% |
| Steris Plc |
5.41%
78
|
$17,124,000 | 0.00% |
| Walgreens Boots Alliance Inc |
No change
1,415
|
$17,114,000 | 0.00% |
| Roblox Corporation |
No change
450
|
$16,745,000 | 0.00% |
| Liberty Global Ltd |
No change
920
|
$16,422,000 | 0.00% |
| Fidelity Wise Origin Bitcoin |
No change
310
|
$16,263,000 | 0.00% |
| Coupang, Inc. |
Opened
762
|
$15,964,000 | 0.00% |
| Wolfspeed Inc |
No change
700
|
$15,932,000 | 0.00% |
| DENTSPLY Sirona Inc |
No change
635
|
$15,818,000 | 0.00% |
| Eterna Therapeutics Inc |
No change
8,544
|
$15,636,000 | 0.00% |
| Aon plc. |
15.87%
53
|
$15,560,000 | 0.00% |
| Dominos Pizza Inc |
No change
30
|
$15,490,000 | 0.00% |
| Appian Corp |
No change
500
|
$15,430,000 | 0.00% |
| Equity Residential |
No change
220
|
$15,255,000 | 0.00% |
| Verisign Inc. |
53.59%
84
|
$14,935,000 | 0.00% |
| Purecycle Technologies Inc |
No change
2,500
|
$14,800,000 | 0.00% |
| Citigroup Inc |
9.69%
233
|
$14,786,000 | 0.00% |
| Sanofi |
No change
300
|
$14,556,000 | 0.00% |
| Monday Com Ltd |
36.36%
60
|
$14,446,000 | 0.00% |
| NextEra Energy Partners LP |
No change
500
|
$13,820,000 | 0.00% |
| Hershey Company |
No change
75
|
$13,787,000 | 0.00% |
| UBS Group AG |
3.57%
464
|
$13,707,000 | 0.00% |
| Amalgamated Financial Corp |
No change
500
|
$13,700,000 | 0.00% |
| Canadian Nat Res Ltd |
104.40%
372
|
$13,243,000 | 0.00% |
| Norwegian Cruise Line Hldg L |
No change
700
|
$13,153,000 | 0.00% |
| Goldman Sachs Group, Inc. |
49.09%
28
|
$12,665,000 | 0.00% |
| Northeast Bk Lewiston Me |
No change
205
|
$12,476,000 | 0.00% |
| Comstock Res Inc |
No change
1,200
|
$12,456,000 | 0.00% |
| Moderna Inc |
No change
104
|
$12,350,000 | 0.00% |
| GSK Plc |
No change
319
|
$12,282,000 | 0.00% |
| Warner Bros.Discovery Inc |
No change
1,604
|
$11,934,000 | 0.00% |
| Enphase Energy Inc |
3.48%
119
|
$11,865,000 | 0.00% |
| Schwab Strategic Tr |
Opened
304
|
$11,680,000 | 0.00% |
| Price T Rowe Group Inc |
75.00%
100
|
$11,531,000 | 0.00% |
| Imperial Oil Ltd. |
No change
166
|
$11,330,000 | 0.00% |
| American Elec Pwr Co Inc |
No change
129
|
$11,318,000 | 0.00% |
| Etf Ser Solutions |
No change
434
|
$15,249,000 | 0.00% |
| Medtronic Plc |
6.06%
140
|
$11,019,000 | 0.00% |
| Vanguard Index Fds |
Opened
73
|
$10,981,000 | 0.00% |
| Expeditors Intl Wash Inc |
22.86%
86
|
$10,732,000 | 0.00% |
| Guardant Health Inc |
No change
370
|
$10,686,000 | 0.00% |
| Snap Inc |
No change
639
|
$10,614,000 | 0.00% |
| Ishares Tr |
Opened
317
|
$28,141,000 | 0.00% |
| Middlesex Wtr Co |
Closed
200
|
$10,500,000 | |
| Fortinet Inc |
No change
171
|
$10,306,000 | 0.00% |
| Constellation Energy Corp |
No change
50
|
$10,014,000 | 0.00% |
| American Centy Etf Tr |
No change
110
|
$9,869,000 | 0.00% |
| Organon & Co |
No change
475
|
$9,833,000 | 0.00% |
| Marvell Technology Inc |
87.72%
140
|
$9,786,000 | 0.00% |
| Duke Energy Corp. |
45.29%
93
|
$9,321,000 | 0.00% |
| Embraer S.A. |
No change
360
|
$9,288,000 | 0.00% |
| Copart, Inc. |
141.18%
164
|
$8,882,000 | 0.00% |
| Sony Group Corp |
No change
100
|
$8,495,000 | 0.00% |
| Intercontinental Exchange In |
93.33%
62
|
$8,487,000 | 0.00% |
| Avadel Pharmaceuticals plc |
Closed
500
|
$8,445,000 | |
| First Tr Morningstar Divid L |
No change
220
|
$8,345,000 | 0.00% |
| Costamare Inc |
No change
500
|
$8,215,000 | 0.00% |
| Xylem Inc |
No change
60
|
$8,138,000 | 0.00% |
| Dominion Energy Inc |
No change
166
|
$8,134,000 | 0.00% |
| American Express Co. |
337.50%
35
|
$8,104,000 | 0.00% |
| Papa Johns Intl Inc |
No change
160
|
$7,517,000 | 0.00% |
| TREX Co., Inc. |
No change
100
|
$7,412,000 | 0.00% |
| Ppg Inds Inc |
16.00%
58
|
$7,302,000 | 0.00% |
| Avadel Pharmaceuticals plc |
Opened
500
|
$7,030,000 | 0.00% |
| Carlisle Cos Inc |
Opened
17
|
$6,889,000 | 0.00% |
| Synovus Finl Corp |
90.73%
171
|
$6,872,000 | 0.00% |
| Rio Tinto plc |
No change
100
|
$6,593,000 | 0.00% |
| Epam Sys Inc |
2.94%
35
|
$6,584,000 | 0.00% |
| Ross Stores, Inc. |
Opened
45
|
$6,539,000 | 0.00% |
| Hsbc Hldgs Plc |
No change
150
|
$6,525,000 | 0.00% |
| Gartner, Inc. |
Opened
14
|
$6,287,000 | 0.00% |
| Cloudflare Inc |
No change
75
|
$6,212,000 | 0.00% |
| Select Sector Spdr Tr |
Opened
50
|
$6,094,000 | 0.00% |
| Cava Group Inc |
No change
65
|
$6,029,000 | 0.00% |
| Brown & Brown, Inc. |
Opened
64
|
$5,722,000 | 0.00% |
| Delta Air Lines, Inc. |
No change
120
|
$5,693,000 | 0.00% |
| Southwest Airls Co |
Closed
190
|
$5,546,000 | |
| Labcorp Holdings Inc. |
Opened
27
|
$5,495,000 | 0.00% |
| V F Corp |
No change
400
|
$5,400,000 | 0.00% |
| EBay Inc. |
No change
100
|
$5,372,000 | 0.00% |
| No transactions found in first 500 rows out of 702 | |||
| Showing first 500 out of 702 holdings | |||
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