13F-HR filed by 1834 INVESTMENT ADVISORS CO
1834 INVESTMENT ADVISORS CO filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-30, with 211 holding rows worth $882,588,603.
- Accession
- 0001172661-26-002947
- Filer
- CIK 1138486
- Filed
- 2026-07-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 211 entries on the cover page, a total value of $882,588,603 stated on the cover page (in dollars after the unit check, H1), rows summing to $882,588,603 with VALUE read as dollars as filed, 13F file number 028-06523. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares S&P 500 Growth ETF | 464287309 | SHS | 320,486 | $44,076,502 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 667,988 | $38,876,914 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 458,713 | $36,252,089 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 43,073 | $29,582,933 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 125,735 | $28,549,313 | dollars as filed | |
| Apple Inc | 037833100 | COM | 89,375 | $25,861,695 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 304,808 | $25,192,343 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 421,015 | $24,831,466 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 193,162 | $22,984,387 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 351,475 | $21,366,167 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 272,328 | $19,403,379 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 49,181 | $18,345,512 | dollars as filed | |
| ISHARES TR | 464287606 | S&P MC 400GR ETF | 150,402 | $17,672,186 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 344,888 | $16,144,197 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,521 | $15,195,866 | dollars as filed | |
| iShares S&P Mid-Cap 400 Value ETF | 464287705 | SHS | 93,660 | $13,836,396 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 33,485 | $12,648,952 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 329,792 | $10,741,320 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 82,232 | $10,567,309 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 101,154 | $10,464,420 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 28,248 | $10,406,173 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 134,922 | $9,708,552 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 164,395 | $9,472,447 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 186,047 | $9,268,862 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 36,351 | $9,232,057 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 213,447 | $8,819,649 | dollars as filed | |
| VWO | 922042858 | SHS | 130,197 | $7,771,468 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 45,395 | $7,524,597 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 22,859 | $7,482,306 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 173,925 | $7,363,983 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 96,305 | $7,169,908 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 289,830 | $6,979,113 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 60,105 | $6,918,687 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 28,703 | $6,841,074 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 56,469 | $6,593,885 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 313,389 | $6,487,158 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 21,547 | $6,422,515 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 86,248 | $6,233,143 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 30,791 | $6,160,972 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,164 | $6,113,690 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 187,553 | $5,996,070 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 425,860 | $5,919,454 | dollars as filed | |
| CNH INDL N V SHS | N20944109 | Stock | 524,119 | $5,885,858 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 96,080 | $5,803,581 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 31,882 | $5,593,742 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 16,941 | $5,392,490 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 41,062 | $5,363,108 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 28,178 | $5,207,077 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 106,633 | $5,028,813 | dollars as filed | |
| UNITED BANKSHARES INC WEST VA COM | 909907107 | Stock | 108,564 | $4,975,765 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 31,911 | $4,856,265 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 31,941 | $4,470,463 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 193,024 | $4,464,646 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 38,970 | $4,430,500 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 176,848 | $4,341,619 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 24,159 | $4,314,711 | dollars as filed | |
| HEALTHPEAK PROPERTIES INC COM | 42250P103 | REIT | 199,520 | $4,269,728 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 116,210 | $4,198,668 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 29,847 | $4,079,544 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 32,815 | $3,941,738 | dollars as filed | |
| VIRTU FINL INC | 928254101 | CL A | 66,030 | $3,933,424 | dollars as filed | |
| WESTERN UN CO COM | 959802109 | Stock | 499,965 | $3,849,735 | dollars as filed | |
| KLA CORP | 482480100 | COM | 12,641 | $3,813,917 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 3,175 | $3,808,575 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 60,912 | $3,774,108 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 276,178 | $3,717,356 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 18,929 | $3,606,385 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 38,809 | $3,556,457 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 33,744 | $3,505,327 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,632 | $3,458,734 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 28,856 | $3,389,433 | dollars as filed | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 21,642 | $3,375,720 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 6,550 | $3,337,132 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 8,262 | $3,254,898 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 22,141 | $3,246,757 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 7,750 | $3,221,133 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 62,527 | $3,162,616 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 4,825 | $2,802,891 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 15,065 | $2,725,410 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 6,931 | $2,535,858 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 71,993 | $2,505,346 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 8,307 | $2,495,921 | dollars as filed | |
| WHITE MTNS INS GROUP LTD | G9618E107 | COM | 1,176 | $2,438,838 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 7,926 | $2,427,734 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 3,397 | $2,389,246 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 31,335 | $2,377,700 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 7,838 | $2,334,862 | dollars as filed | |
| PORTLAND GEN ELEC CO | 736508847 | COM NEW | 44,581 | $2,310,713 | dollars as filed | |
| ALLY FINL INC COM | 02005N100 | Stock | 49,911 | $2,293,411 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 51,633 | $2,189,756 | dollars as filed | |
| IJH | 464287507 | COM | 26,979 | $2,080,351 | dollars as filed | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 85,140 | $2,019,039 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 16,055 | $1,993,517 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,444 | $1,939,971 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 12,584 | $1,933,155 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 963 | $1,915,831 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 4,563 | $1,901,539 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 8,700 | $1,719,120 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 11,844 | $1,712,761 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 3,584 | $1,711,611 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,983 | $1,709,618 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 4,640 | $1,696,857 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 6,927 | $1,683,250 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 11,913 | $1,628,746 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 16,723 | $1,612,599 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 9,590 | $1,521,550 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 4,150 | $1,415,233 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 5,928 | $1,381,817 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 16,719 | $1,381,659 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,876 | $1,366,988 | dollars as filed | |
| VENTAS INC COM | 92276F100 | REIT | 15,029 | $1,334,576 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,152 | $1,329,743 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,411 | $1,319,949 | dollars as filed | |
| EVERPURE INC CL A | 74624M102 | Stock | 15,910 | $1,253,549 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 4,760 | $1,197,807 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 7,871 | $1,167,349 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 19,349 | $1,107,731 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 8,458 | $1,102,924 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 12,600 | $1,053,108 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 3,000 | $1,032,960 | dollars as filed | |
| Southern Company | 842587107 | COM | 10,518 | $1,006,678 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,138 | $1,003,295 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 7,272 | $994,883 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 17,890 | $993,438 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 14,878 | $988,644 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 14,066 | $985,605 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 6,490 | $951,110 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 893 | $950,956 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 3,938 | $903,614 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 3,152 | $857,372 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 6,873 | $834,520 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 14,371 | $831,219 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,644 | $824,256 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 17,129 | $821,165 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 4,995 | $820,529 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,240 | $791,460 | dollars as filed | |
| Intel Corp | 458140100 | COM | 5,494 | $767,128 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 11,219 | $766,146 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 4,690 | $759,358 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 1 | $748,850 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 6,581 | $745,365 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 3,070 | $744,997 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 1,731 | $738,099 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 5,449 | $737,795 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 5,936 | $729,713 | dollars as filed | |
| VGT | 92204A702 | SHS | 6,044 | $722,380 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 3,204 | $717,536 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P769 | FRANKLIN INDIA | 20,141 | $716,428 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 5,432 | $704,694 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 2,175 | $684,664 | dollars as filed | |
| CARNIVAL CORP LTD COMMON SHARES | G2004J103 | Stock | 22,560 | $644,540 | dollars as filed | |
| HUNTINGTON INGALLS INDS INC COM | 446413106 | Stock | 2,284 | $639,269 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 11,607 | $611,109 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,932 | $588,218 | dollars as filed | |
| MCCORMICK & CO INC COM NON VTG | 579780206 | Stock | 11,612 | $585,478 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 1,457 | $579,420 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 3,037 | $578,488 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,692 | $576,533 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 12,372 | $575,175 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 3,892 | $557,140 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739E108 | PFD SECS INC ETF | 31,078 | $555,675 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 6,086 | $552,244 | dollars as filed | |
| SPDR SERIES TRUST | 78464A284 | NUVEEN ICE HIGH | 21,622 | $550,064 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 566 | $544,243 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,603 | $536,717 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 1,815 | $532,122 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 3,883 | $524,322 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 4,628 | $517,503 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 434 | $509,890 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 3,236 | $506,952 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 23,339 | $490,820 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 966 | $483,377 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 5,797 | $457,674 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,626 | $457,248 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 11,500 | $438,150 | dollars as filed | |
| FIRST BUSINESS FINANCIAL SER | 319390100 | COMMON STOCK | 6,813 | $430,408 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 2,440 | $430,221 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 2,419 | $429,300 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G870 | VAR RATE PFD | 17,528 | $426,111 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 2,620 | $415,847 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,150 | $407,920 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,087 | $406,245 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 3,140 | $390,742 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 3,748 | $389,643 | dollars as filed | |
| PINNACLE FINL PARTNERS INC | 72348N109 | COM | 3,811 | $384,454 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 3,530 | $375,840 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 2,661 | $375,601 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 7,776 | $372,976 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 6,836 | $363,060 | dollars as filed | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 26,100 | $360,180 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 5,100 | $348,891 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 6,098 | $347,465 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 1,019 | $337,993 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 14,172 | $334,743 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 3,028 | $334,049 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,598 | $334,046 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 6,014 | $322,411 | dollars as filed | |
| VTI | 922908769 | COM | 867 | $320,825 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 427 | $314,443 | dollars as filed | |
| Deere & Company | 244199105 | COM | 455 | $288,621 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 563 | $286,487 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 1,235 | $273,182 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 5,487 | $269,577 | dollars as filed | |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 14,890 | $265,638 | dollars as filed | |
| VANGUARD S&P SMALL-CAP 600 ETF | 921932828 | ETF | 1,912 | $262,977 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 1,585 | $261,129 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 3,429 | $259,679 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 5,286 | $239,668 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,836 | $214,207 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 976 | $212,700 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 4,320 | $205,330 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002947 | this filing | 2026-07-30 | acceptance time not in the bulk data set |