Hudock, Inc.

CIK 0001543536 • 7 13F filings • May 2, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $679.7M200 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$273K	0.0%Prev: 0.0%	1,876 SH	Decreased-23 SH
ABBOTT LABORATORIES	COM	$254K	0.0%	2,474 SH	New
ABBVIE INC	COM	$499K	0.1%Prev: 0.1%	2,296 SH	Increased+60 SH
AIR PRODUCTS AND CHEMICALS I	COM	$476K	0.1%	1,639 SH	New
ALBEMARLE CORP	COM	$209K	0.0%	1,163 SH	New
ALLSTATE CORP	COM	$243K	0.0%Prev: 0.0%	1,171 SH	Increased+3 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.2%Prev: 0.1%	5,487 SH	Increased+681 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.3%Prev: 0.2%	6,778 SH	Increased-1,109 SH
ALPS ETF TR	SECTR DIV DOGS	$279K	0.0%Prev: 0.0%	4,285 SH	Increased
ALTRIA GROUP INC	COM	$229K	0.0%Prev: 0.0%	3,475 SH	Increased+72 SH
AMAZON COM INC	COM	$2.2M	0.3%Prev: 0.3%	10,660 SH	Increased+2,049 SH
AMERICAN EXPRESS CO	COM	$342K	0.1%Prev: 0.1%	1,131 SH	Increased
AMGEN INC	COM	$2.0M	0.3%Prev: 0.3%	5,667 SH	Increased-111 SH
AON PLC	SHS CL A	$546K	0.1%Prev: 0.1%	1,691 SH	Decreased-30 SH
APPLE INC	COM	$8.9M	1.3%Prev: 1.3%	34,973 SH	Increased+301 SH
APPLIED MATLS INC	COM	$971K	0.1%Prev: 0.1%	2,841 SH	Increased-1,113 SH
ARISTA NETWORKS INC	COM SHS	$214K	0.0%Prev: 0.0%	1,745 SH	Decreased-1,220 SH
ARM HOLDINGS PLC	SPONSORED ADS	$315K	0.0%Prev: 0.0%	2,081 SH	Increased
AT&T INC	COM	$819K	0.1%Prev: 0.2%	28,242 SH	Decreased-3,522 SH
BANK AMERICA CORP	COM	$625K	0.1%Prev: 0.1%	12,810 SH	Increased-713 SH
BANK NEW YORK MELLON CORP	COM	$418K	0.1%Prev: 0.1%	3,524 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$13.6M	2.0%Prev: 2.2%	28,452 SH	Increased+4,401 SH
BLACKSTONE INC	COM	$2.6M	0.4%Prev: 0.5%	22,292 SH	Decreased+2,069 SH
BLOOM ENERGY CORP	COM CL A	$226K	0.0%	1,665 SH	New
BOEING CO	COM	$284K	0.0%Prev: 0.0%	1,428 SH	Increased+168 SH
BRISTOL-MYERS SQUIBB CO	COM	$302K	0.0%Prev: 0.1%	4,984 SH	Decreased-423 SH
BROADCOM INC	COM	$939K	0.1%Prev: 0.1%	3,034 SH	Increased+553 SH
CATERPILLAR INC	COM	$5.9M	0.9%Prev: 0.5%	8,279 SH	Increased+66 SH
CHEVRON CORPORATION	COM	$3.7M	0.6%	18,093 SH	New
CIENA CORP	COM NEW	$291K	0.0%	750 SH	New
CISCO SYS INC	COM	$1.3M	0.2%Prev: 0.3%	16,300 SH	Decreased-10,419 SH
CITIZENS & NORTHN CORP	COM	$964K	0.1%Prev: 0.2%	43,152 SH	Increased-2,371 SH
CITIZENS FINL SVCS INC	COM	$2.5M	0.4%Prev: 0.4%	40,787 SH	Increased+161 SH
CLOUDFLARE INC	CL A COM	$494K	0.1%	2,393 SH	New
COCA COLA CO	COM	$2.1M	0.3%Prev: 0.3%	28,123 SH	Increased+1,577 SH
COLGATE PALMOLIVE CO	COM	$226K	0.0%Prev: 0.0%	2,647 SH	Decreased-393 SH
CONOCOPHILLIPS	COM	$286K	0.0%Prev: 0.0%	2,167 SH	Increased+67 SH
CONSTELLATION ENERGY CORP	COM	$241K	0.0%Prev: 0.1%	864 SH	Decreased-600 SH
COREWEAVE INC	COM CL A	$540K	0.1%	6,975 SH	New
CORNING INC	COM	$1.4M	0.2%Prev: 0.1%	10,163 SH	Increased+2,577 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$550K	0.1%Prev: 0.0%	5,864 SH	Increased-339 SH
CROWDSTRIKE HLDGS INC	CL A	$227K	0.0%	581 SH	New
CUMMINS INC	COM	$482K	0.1%Prev: 0.0%	896 SH	Increased+100 SH
D R HORTON INC	COM	$243K	0.0%	1,767 SH	New
DATADOG INC	CL A COM	$587K	0.1%Prev: 0.1%	4,970 SH	Increased+1,157 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$35.0M	5.2%	663,381 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$218K	0.0%	2,207 SH	New
DISNEY WALT CO	COM	$325K	0.0%Prev: 0.0%	3,375 SH	Increased+582 SH
DNP SELECT INCOME FD INC	COM	$239K	0.0%Prev: 0.0%	23,240 SH	Increased
DOMINION ENERGY INC	COM	$396K	0.1%Prev: 0.1%	6,409 SH	Increased-194 SH
DOW HLDGS INC	COM	$203K	0.0%	4,883 SH	New
DUKE ENERGY CORP NEW	COM NEW	$652K	0.1%Prev: 0.1%	4,982 SH	Increased+38 SH
EA SERIES TRUST	GADSDN DYN MLT	$439K	0.1%Prev: 0.1%	10,781 SH	Increased+133 SH
EA SERIES TRUST	US QUAN MOMENTUM	$243K	0.0%Prev: 0.0%	3,563 SH	Increased+14 SH
ELI LILLY & CO	COM	$2.7M	0.4%Prev: 0.5%	2,988 SH	Increased-146 SH
ENTERGY CORP NEW	COM	$860K	0.1%Prev: 0.1%	7,650 SH	Increased-303 SH
ENTERPRISE PRODS PARTNERS L	COM	$402K	0.1%	10,627 SH	New
EQT CORP	COM	$237K	0.0%Prev: 0.0%	3,728 SH	Decreased-1,604 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$344K	0.1%Prev: 0.0%	7,705 SH	Increased-883 SH
EXXON MOBIL CORP	COM	$4.2M	0.6%Prev: 0.5%	24,610 SH	Increased+1,104 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$430K	0.1%Prev: 0.1%	11,860 SH	Increased
FIRST CTZNS BANCSHARES INC D	CL A	$281K	0.0%	149 SH	New
GE AEROSPACE	COM NEW	$818K	0.1%Prev: 0.1%	2,883 SH	Increased-22 SH
GE VERNOVA INC	COM	$293K	0.0%Prev: 0.0%	336 SH	Increased-347 SH
GILEAD SCIENCES INC	COM	$246K	0.0%	1,767 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.2%Prev: 0.1%	1,414 SH	Increased+21 SH
HECLA MINING COMPANY	COM	$1.5M	0.2%	82,111 SH	New
HERSHEY CO	COM	$609K	0.1%Prev: 0.1%	2,931 SH	Increased-12 SH
HOME DEPOT INC	COM	$1.6M	0.2%Prev: 0.1%	4,728 SH	Increased+2,448 SH
HONEYWELL INTL INC	COM	$487K	0.1%Prev: 0.1%	2,156 SH	Increased+10 SH
ILLINOIS TOOL WKS INC	COM	$340K	0.1%Prev: 0.1%	1,306 SH	Increased
INTEL CORP	COM	$517K	0.1%Prev: 0.1%	11,710 SH	Increased-895 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.0M	0.3%Prev: 0.5%	8,300 SH	Decreased-3,299 SH
INVESCO EXCH TRADED FD TR II	KBW PPTY CASUT	$278K	0.0%Prev: 0.1%	2,337 SH	Decreased+14 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$28.9M	4.2%Prev: 3.2%	121,547 SH	Increased+25,518 SH
INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$5.5M	0.8%	42,151 SH	New
INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$3.8M	0.6%Prev: 0.6%	35,768 SH	Increased-828 SH
INVESCO QQQ TR	UNIT SER 1	$26.7M	3.9%Prev: 3.5%	46,287 SH	Increased+4,180 SH
ISHARES INC	MSCI EMRG CHN	$318K	0.0%Prev: 0.0%	4,044 SH	Increased+26 SH
ISHARES SILVER TR	ISHARES	$1.3M	0.2%Prev: 0.1%	18,788 SH	Increased-15 SH
ISHARES TR	0-5YR HI YL CP	$6.4M	0.9%Prev: 0.9%	152,332 SH	Increased+26,427 SH
ISHARES TR	1 3 YR TREAS BD	$3.6M	0.5%Prev: 0.5%	43,596 SH	Increased+11,843 SH
ISHARES TR	20 YR TR BD ETF	$208K	0.0%	2,404 SH	New
ISHARES TR	7-10 YR TRSY BD	$10.9M	1.6%Prev: 1.9%	114,311 SH	Increased+1,566 SH
ISHARES TR	CORE S&P MCP ETF	$36.4M	5.4%Prev: 5.5%	539,395 SH	Increased-2,959 SH
ISHARES TR	CORE S&P SCP ETF	$34.4M	5.1%Prev: 5.2%	276,410 SH	Increased-6,071 SH
ISHARES TR	CORE S&P TTL STK	$6.6M	1.0%Prev: 0.9%	45,997 SH	Increased+3,051 SH
ISHARES TR	CORE S&P US GWT	$20.1M	3.0%Prev: 2.8%	129,400 SH	Increased+1,200 SH
ISHARES TR	CORE S&P500 ETF	$83.2M	12.2%Prev: 12.2%	127,345 SH	Increased+3,187 SH
ISHARES TR	CORE US AGGBD ET	$20.9M	3.1%Prev: 3.7%	210,231 SH	Decreased-2,031 SH
ISHARES TR	EXPANDED TECH	$2.7M	0.4%	33,546 SH	New
ISHARES TR	FUTURE AI & TECH	$1.4M	0.2%Prev: 0.1%	30,280 SH	Increased+6,031 SH
ISHARES TR	GLOBAL 100 ETF	$12.5M	1.8%Prev: 1.3%	103,271 SH	Increased+25,271 SH
ISHARES TR	IBOXX INV CP ETF	$480K	0.1%Prev: 0.1%	4,408 SH	Increased+391 SH
ISHARES TR	MSCI EAFE ETF	$464K	0.1%	4,775 SH	New
ISHARES TR	NATIONAL MUN ETF	$1.6M	0.2%Prev: 1.8%	15,428 SH	Decreased-81,867 SH
ISHARES TR	U.S. MED DVC ETF	$208K	0.0%Prev: 0.0%	3,891 SH	Decreased-32 SH
ISHARES TR	U.S. PHARMA ETF	$279K	0.0%	3,220 SH	New
ISHARES TR	US AER DEF ETF	$754K	0.1%Prev: 0.1%	3,446 SH	Increased-168 SH
ISHARES U S ETF TR	SHORT DURATION B	$578K	0.1%Prev: 0.1%	11,372 SH	Increased+748 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$279K	0.0%Prev: 0.0%	4,924 SH	Increased+309 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.9M	1.3%Prev: 3.5%	176,744 SH	Decreased-216,154 SH
JOHNSON & JOHNSON	COM	$3.2M	0.5%Prev: 0.4%	13,103 SH	Increased-603 SH
JPMORGAN CHASE & CO	COM	$6.5M	1.0%	21,994 SH	New
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$227K	0.0%	3,225 SH	New
LAM RESEARCH CORP	COM NEW	$599K	0.1%Prev: 0.0%	2,801 SH	Increased-206 SH
LOCKHEED MARTIN CORP	COM	$1.1M	0.2%Prev: 0.1%	1,817 SH	Increased+52 SH
M & T BK CORP	COM	$2.4M	0.4%Prev: 0.3%	11,784 SH	Increased+1,114 SH
MARATHON PETE CORP	COM	$246K	0.0%Prev: 0.0%	1,006 SH	Increased-423 SH
MARVELL TECHNOLOGY INC	COM	$575K	0.1%Prev: 0.1%	5,806 SH	Increased-866 SH
MASTERCARD INCORPORATED	CL A	$454K	0.1%Prev: 0.1%	908 SH	Decreased+24 SH
MCDONALDS CORP	COM	$774K	0.1%Prev: 0.3%	2,488 SH	Decreased-2,230 SH
MERCK & CO INC	COM	$3.7M	0.6%Prev: 0.5%	31,159 SH	Increased+432 SH
META PLATFORMS INC	CL A	$1.0M	0.1%Prev: 0.1%	1,779 SH	Increased+450 SH
MICRON TECHNOLOGY INC	COM	$255K	0.0%	755 SH	New
MICROSOFT CORP	COM	$4.6M	0.7%Prev: 0.8%	12,522 SH	Decreased-62 SH
MORGAN STANLEY	COM NEW	$740K	0.1%Prev: 0.1%	4,495 SH	Increased+306 SH
NETFLIX INC.	COM	$477K	0.1%	4,956 SH	New
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$9.9M	1.5%	412,549 SH	New
NEWMONT CORP	COM	$203K	0.0%	1,874 SH	New
NEXTERA ENERGY INC	COM	$1.0M	0.1%Prev: 0.1%	10,947 SH	Increased+322 SH
NIKE INC	CL B	$752K	0.1%	14,246 SH	New
NORTHWEST BANCSHARES INC	COM	$2.2M	0.3%	171,956 SH	New
NVIDIA CORPORATION	COM	$4.7M	0.7%Prev: 0.5%	26,804 SH	Increased-65 SH
ONEOK INC NEW	COM	$271K	0.0%	2,994 SH	New
ORACLE CORP	COM	$922K	0.1%Prev: 0.1%	6,266 SH	Increased+3,439 SH
PACER FDS TR	US CASH COWS 100	$1.9M	0.3%Prev: 2.8%	30,278 SH	Decreased-267,324 SH
PALANTIR TECHNOLOGIES INC	CL A	$242K	0.0%	1,651 SH	New
PALO ALTO NETWORKS INC	COM	$388K	0.1%Prev: 0.1%	2,419 SH	Decreased-344 SH
PEPSICO INC	COM	$1.2M	0.2%Prev: 0.2%	7,429 SH	Increased+207 SH
PFIZER INC	COM	$940K	0.1%Prev: 0.2%	33,491 SH	Decreased-5,191 SH
PHILIP MORRIS INTL INC	COM	$477K	0.1%Prev: 0.1%	2,883 SH	Increased+98 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$396K	0.1%Prev: 0.1%	3,935 SH	Decreased-155 SH
PIMCO MUN INCOME FD II	COM	$116K	0.0%	15,324 SH	New
PNC FINL SVCS GROUP INC	COM	$483K	0.1%Prev: 0.1%	2,322 SH	Increased+210 SH
PPL CORP	COM	$872K	0.1%Prev: 0.1%	22,835 SH	Increased-456 SH
PROCTER & GAMBLE CO	COM	$2.8M	0.4%	19,435 SH	New
PROGRESSIVE CORP	COM	$313K	0.0%Prev: 0.1%	1,581 SH	Decreased
PRUDENTIAL FINL INC	COM	$347K	0.1%Prev: 0.1%	3,552 SH	Decreased-337 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$374K	0.1%	4,619 SH	New
RIO TINTO PLC	SPONSORED ADR	$252K	0.0%	2,703 SH	New
ROCKWELL AUTOMATION INC	COM	$329K	0.0%Prev: 0.0%	916 SH	Increased+4 SH
ROYAL CARIBBEAN GROUP	COM	$295K	0.0%Prev: 0.0%	1,073 SH	Increased+1 SH
RTX CORPORATION	COM	$1.0M	0.2%Prev: 0.1%	5,320 SH	Increased+42 SH
SALESFORCE INC	COM	$481K	0.1%	2,575 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$808K	0.1%Prev: 0.1%	32,174 SH	Increased-2,664 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.2M	0.6%Prev: 5.1%	137,382 SH	Decreased-904,438 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$365K	0.1%Prev: 0.1%	12,515 SH	Increased+10 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$446K	0.1%Prev: 0.1%	17,395 SH	Increased+493 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.4M	0.2%	9,604 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$606K	0.1%	3,746 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$289K	0.0%	5,774 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$13.6M	2.0%	334,207 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.8M	0.4%	60,424 SH	New
SHELL PLC	SPON ADS	$213K	0.0%	2,290 SH	New
SMITH A O CORP	COM	$212K	0.0%Prev: 0.0%	3,211 SH	Increased+62 SH
SOFI TECHNOLOGIES INC	COM	$1.1M	0.2%Prev: 0.1%	68,890 SH	Increased+5,857 SH
SPDR GOLD TR	GOLD SHS	$1.3M	0.2%Prev: 0.2%	3,005 SH	Increased-96 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$332K	0.0%	4,447 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$2.5M	0.4%	5,472 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$765K	0.1%	1,176 SH	New
TALEN ENERGY CORP	COM	$219K	0.0%	685 SH	New
TESLA INC	COM	$590K	0.1%Prev: 0.1%	1,587 SH	Increased+277 SH
TEXAS INSTRS INC	COM	$425K	0.1%Prev: 0.1%	2,186 SH	Increased-68 SH
THERMO FISHER SCIENTIFIC INC	COM	$242K	0.0%Prev: 0.0%	491 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$251K	0.0%Prev: 0.0%	601 SH	Increased+1 SH
UNION PAC CORP	COM	$444K	0.1%Prev: 0.1%	1,830 SH	Increased+37 SH
UNITED RENTALS INC	COM	$376K	0.1%Prev: 0.1%	515 SH	Increased-56 SH
UNITEDHEALTH GROUP INC	COM	$762K	0.1%	2,816 SH	New
VALERO ENERGY CORP	COM	$290K	0.0%	1,173 SH	New
VANECK ETF TRUST	PHARMACEUTCL ETF	$500K	0.1%	4,817 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$7.8M	1.1%Prev: 0.7%	20,278 SH	Increased+2,419 SH
VANGUARD INDEX FDS	MID CAP ETF	$225K	0.0%	783 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$716K	0.1%Prev: 0.1%	8,074 SH	Decreased-936 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.8M	1.2%Prev: 1.2%	13,123 SH	Increased-210 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.2%Prev: 0.2%	4,145 SH	Increased+125 SH
VANGUARD INDEX FDS	VALUE ETF	$1.2M	0.2%Prev: 0.1%	5,874 SH	Increased+2,435 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$32.6M	4.8%Prev: 4.5%	602,595 SH	Increased+35,544 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$342K	0.1%Prev: 0.0%	4,152 SH	Increased+267 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$591K	0.1%Prev: 0.1%	4,270 SH	Increased-24 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$889K	0.1%Prev: 0.1%	17,824 SH	Increased+9,272 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$40.0M	5.9%Prev: 6.8%	483,519 SH	Increased+4,886 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.6M	0.2%Prev: 0.0%	20,371 SH	Increased+15,805 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.8M	3.5%Prev: 3.6%	372,019 SH	Increased-30,224 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$308K	0.0%Prev: 0.0%	2,081 SH	Increased-30 SH
VANGUARD WORLD FD	INF TECH ETF	$672K	0.1%Prev: 0.1%	963 SH	Increased-67 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.0M	0.1%Prev: 0.2%	6,978 SH	Increased-552 SH
VERIZON COMMUNICATIONS INC	COM	$2.0M	0.3%Prev: 0.3%	40,132 SH	Increased+528 SH
VERTIV HOLDINGS CO	COM CL A	$1.3M	0.2%Prev: 0.1%	5,116 SH	Increased-262 SH
VICTORY PORTFOLIOS II	SHARES FREE CASH	$11.9M	1.8%	301,693 SH	New
VISA INC	COM CL A	$568K	0.1%Prev: 0.1%	1,880 SH	Decreased+35 SH
WALMART INC	COM	$1.5M	0.2%Prev: 0.2%	12,256 SH	Increased-516 SH
WASTE MGMT INC DEL	COM	$541K	0.1%Prev: 0.1%	2,353 SH	Decreased+5 SH
WEC ENERGY GROUP INC	COM	$523K	0.1%Prev: 0.1%	4,513 SH	Decreased-400 SH
WELLS FARGO & CO	COM	$687K	0.1%	8,629 SH	New
WELLTOWER INC	COM	$494K	0.1%Prev: 0.1%	2,500 SH	Increased+17 SH
WHEATON PRECIOUS METALS CORP	COM	$262K	0.0%	2,000 SH	New
WILLIAMS COS INC	COM	$273K	0.0%Prev: 0.0%	3,754 SH	Increased+17 SH
WISDOMTREE TR	GLB HIGH DIV FD	$3.5M	0.5%Prev: 0.7%	53,514 SH	Decreased-14,178 SH
YUM BRANDS INC	COM	$219K	0.0%Prev: 0.0%	1,405 SH	Decreased-12 SH

Sold (vs prior filing)

ABBOTT LABS — $440K
AIR PRODS & CHEMS INC — $476K
ASTRAZENECA PLC — $265K
CHEVRON CORP NEW — $2.9M
CLEVELAND-CLIFFS INC NEW — $134K
DOW INC — $407K
DRAFTKINGS INC NEW — $230K
HECLA MNG CO — $456K
INVESCO EXCHANGE TRADED FD T — $225K
ISHARES TR — $2.6M
JPMORGAN CHASE & CO. — $5.3M
NETFLIX INC — $311K
NOVO-NORDISK A S — $537K
PENNS WOODS BANCORP INC — $2.1M
PETROLEO BRASILEIRO SA PETRO — $214K
PIMCO MUN INCOME FD — $213K
PROCTER AND GAMBLE CO — $3.0M
PUBLIC SVC ENTERPRISE GRP IN — $461K
SELECT SECTOR SPDR TR — $280K
SELECT SECTOR SPDR TR — $12.4M
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0001172661-26-004533	—	View
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000648	$678.7M	View
Oct 24, 2025	Q3 2025