Mattern Capital Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Mattern Capital Management, LLC reported 163 stock positions worth $785.4 million. Its top holding was Apple (AAPL) at 2.2% of the portfolio, followed by Brown & Brown (BRO, 1.9%) and Microsoft (MSFT, 1.8%). Compared with Q4 2024, it opened 7 new positions, sold out of 4, added to 74 and reduced 64. The biggest buy was a new position in WR Berkley (WRB) and the biggest sale Broadcom (AVGO, shares −10%).

Most Recent 13F
Q2 2026
Location
LAKEWOOD, CO
CIK
0001803227
Portfolio Value
$785.4M (Q1 2025)
SEC Filing
0001725547-25-001447 ↗ filed Apr 23, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $736.5M Q1 2024 Q2 2024: $723.8M Q2 2024 Q3 2024: $794.6M Q3 2024 Q4 2024: $767.4M Q4 2024 Q1 2025: $785.4M $785.4M Q1 2025 Q2 2025: $832.4M Q2 2025 Q3 2025: $850.6M Q3 2025 Q4 2025: $846.9M Q4 2025 Q1 2026: $834.9M Q1 2026 Q2 2026: $856.7M Q2 2026

Holdings 163 stocks · $785.4M

AAPL Apple Inc. 2.20% 77,684 $17.3M Reduce -5.8%
BRO Brown & Brown Inc. 1.88% 118,562 $14.7M Reduce -6.5%
MSFT Microsoft Corp. 1.79% 37,432 $14.1M Reduce -3.9%
COST Costco Wholesale Corp. 1.70% 14,083 $13.3M Reduce -7.0%
COR Cencora Inc. 1.68% 47,570 $13.2M Reduce -2.3%
WMT Walmart Inc. 1.58% 141,206 $12.4M Reduce -7.3%
LOW Lowe's Cos Inc. 1.57% 52,787 $12.3M Add +0.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC 1.48% 11,748 $11.6M Reduce -5.7%
AFL Aflac Inc. 1.47% 103,488 $11.5M Reduce -8.1%
PSX Phillips 66 1.45% 92,186 $11.4M Reduce -2.3%
CB Chubb Ltd. 1.40% 36,382 $11.0M Reduce -5.5%
LIN Linde PLC 1.39% 23,503 $10.9M Reduce -1.5%
TSCO Tractor Supply Company 1.35% 193,040 $10.6M Reduce -0.5%
SPGI S&P Global Inc. 1.35% 20,908 $10.6M Reduce -1.5%
ADP Automatic Data Processing 1.33% 34,217 $10.5M Reduce -1.8%
AMGN Amgen Inc. 1.31% 33,041 $10.3M Add +1.1%
BR Broadridge Financial Solutio 1.30% 42,153 $10.2M Reduce -4.7%
UNH Unitedhealth Group Inc. 1.28% 19,184 $10.0M Add +2.5%
CSCO Cisco Systems Inc. 1.28% 162,451 $10.0M Reduce -1.9%
SBUX Starbucks Corp. 1.27% 101,570 $10.0M Reduce -4.0%
SHW The Sherwin-Williams Co. 1.27% 28,483 $9.9M Add +0.6%
NEE Nextera Energy Inc. 1.26% 140,069 $9.9M Reduce -0.2%
HD Home Depot Inc. 1.24% 26,556 $9.7M Add +0.6%
PAYX Paychex Inc. 1.24% 63,036 $9.7M Reduce -2.9%
GD General Dynamics Corp. 1.23% 35,407 $9.7M Add +1.2%
SYK Stryker Corp. 1.22% 25,704 $9.6M Reduce -3.5%
APD Air Products & Chemicals Inc. 1.21% 32,305 $9.5M Add +0.7%
ATO Atmos Energy Corp. 1.21% 61,491 $9.5M Reduce -5.4%
BLK BlackRock Inc. 1.21% 10,018 $9.5M Reduce -5.2%
ICE Intercontinental Exchange Inc. 1.20% 54,573 $9.4M Reduce -5.3%
XYL Xylem Inc. 1.20% 78,777 $9.4M Reduce -0.2%
ABT Abbott Laboratories 1.19% 70,441 $9.3M Reduce -1.0%
CTAS Cintas Corp. 1.18% 45,174 $9.3M Reduce -8.4%
ADI Analog Devices Inc. 1.18% 46,027 $9.3M Reduce -4.6%
MCD McDonald's Corp. 1.18% 29,548 $9.2M Reduce -1.9%
PG The Procter & Gamble Co. 1.17% 53,746 $9.2M Add +0.6%
ECL Ecolab Inc. 1.17% 36,121 $9.2M Reduce -2.3%
WEC WEC Energy Group Inc. 1.17% 83,978 $9.2M Reduce -5.0%
UNP Union Pacific Corp. 1.16% 38,581 $9.1M Add +0.3%
LMT Lockheed Martin Corp. 1.16% 20,331 $9.1M Add +4.0%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 1.15% 49,589 $9.1M Reduce -0.1%
ACN Accenture PLC Class A 1.15% 28,932 $9.0M Add +0.9%
CL Colgate-Palmolive Co. 1.14% 95,305 $8.9M Add +0.5%
FDS Factset Research Systems Inc. 1.14% 19,642 $8.9M Add +0.9%
MDT Medtronic PLC 1.13% 98,834 $8.9M Reduce -3.3%
AWK American Water Works Co. Inc. 1.12% 59,692 $8.8M Reduce -3.6%
CMS CMS Energy Corp. 1.12% 116,996 $8.8M Reduce -3.3%
CBSH Commerce Bancshares Inc. 1.12% 141,167 $8.8M Reduce -1.6%
EMR Emerson Electric Co. 1.11% 79,288 $8.7M Add +0.9%
ZTS Zoetis Inc. 1.10% 52,370 $8.6M Add +1.0%
HON Honeywell International Inc. 1.10% 40,695 $8.6M Add +0.3%
ITW Illinois Tool Works 1.09% 34,557 $8.6M Add +0.8%
CHD Church & Dwight Co. Inc. 1.09% 77,680 $8.6M Reduce -1.2%
JNJ Johnson & Johnson 1.08% 50,971 $8.5M Reduce -0.2%
V Visa Inc. Class A 1.07% 24,020 $8.4M Reduce -7.9%
LHX L3HARRIS Technologies Inc. 1.07% 39,972 $8.4M Add +5.0%
NJR New Jersey Resources Corp. 1.06% 170,400 $8.4M Add +0.6%
MDLZ Mondelez International Inc. Class A 1.06% 122,922 $8.3M Reduce -0.5%
TXN Texas Instruments Inc. 1.06% 46,372 $8.3M Reduce -2.3%
PEP Pepsico Inc. 1.06% 55,449 $8.3M Add +4.1%
PLD Prologis Inc. 1.05% 73,506 $8.2M Reduce -1.9%
MKC McCormick & Co.-Non VTG SHRS 1.01% 96,466 $7.9M Reduce -2.9%
CMCSA Comcast Corp. Class A 1.00% 213,875 $7.9M Add +3.5%
O Realty Income Corp. 0.99% 133,723 $7.8M Add +1.4%
PPG PPG Industries Inc. 0.99% 70,877 $7.8M Add +2.9%
BDX Becton Dickinson and Co. 0.98% 33,619 $7.7M Add +3.9%
TGT Target Corp. 0.98% 73,585 $7.7M Add +4.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.94% 80,409 $7.4M Add +8.3%
FRT Federal Realty Invs Trust 0.90% 72,368 $7.1M Add +2.4%
AVGO Broadcom Inc. 0.90% 42,242 $7.1M Reduce -9.7%
NKE Nike Inc. Class B 0.88% 109,254 $6.9M Add +2.9%
PH Parker Hannifin Corp. 0.86% 11,099 $6.7M Reduce -9.2%
BF.B Brown-Forman Corp. Class B 0.78% 180,280 $6.1M Add +14.1%
VOO Vanguard S&P 500 ETF 0.69% 10,477 $5.4M Add +0.1%
LLY Eli Lilly & Co. 0.68% 6,512 $5.4M Add +706.9%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.67% 73,590 $5.2M New
AVIG Avantis Core Fixed Income 0.63% 120,240 $5.0M Add +10.3%
ROP Roper Technologies Inc. 0.55% 7,348 $4.3M New
MA Mastercard Inc. Class A 0.53% 7,543 $4.1M Add +493.5%
APH Amphenol Corp. Class A 0.47% 56,267 $3.7M New
QQQ Invesco QQQ Trust Series 1 0.30% 5,107 $2.4M No change
AMZN Amazon.com Inc. 0.27% 11,347 $2.2M Add +4.2%
VTEB Vanguard Tax-Exempt Bond ETF 0.23% 36,881 $1.8M Reduce -3.1%
DECK Deckers Outdoor Corp. 0.23% 15,803 $1.8M Add +1.9%
IWD iShares Russell 1000 Value E 0.21% 8,871 $1.7M No change
AVLV Avantis US Large Cap Value 0.16% 19,601 $1.3M Add +9.3%
VTI VG Morningstar TS MKT ETF-US 0.15% 4,382 $1.2M Add +4.9%
BRK.B Berkshire Hathaway Inc. Class B 0.15% 2,172 $1.2M Reduce -2.0%
AON Aon PLC Class A 0.15% 2,879 $1.1M Add +5.7%
TSLA Tesla Inc. 0.14% 4,314 $1.1M Add +0.8%
CVX Chevron Corp. 0.14% 6,660 $1.1M Add +9.3%
NFLX Netflix Inc. 0.13% 1,136 $1.1M Reduce -2.9%
COP Conocophillips 0.13% 9,833 $1.0M Add +21.1%
ADBE Adobe Inc. 0.13% 2,623 $1.0M Add +26.8%
VNLA Janus Henderson Short Durati 0.13% 20,114 $989K Add +13.2%
QUAL iShares MSCI USA Quality Fac 0.12% 5,583 $954K Reduce -0.8%
VRTX Vertex Pharmaceuticals Inc. 0.12% 1,936 $939K Add +3.4%
GOOG Alphabet Inc. Class C 0.12% 5,950 $930K Add +7.0%
SHY iShares 1-3 Year Treasury Bo 0.12% 11,136 $921K Add +45.5%
DUHP Dimensional US High Profi Et 0.12% 27,751 $920K Add +12.4%
DLTR Dollar Tree Inc. 0.12% 12,087 $907K Add +17.8%
IWF iShares Russell 1000 Growth 0.11% 2,485 $897K Reduce -38.8%
META Meta Platforms Inc. Class A 0.11% 1,535 $885K Reduce -0.7%
VEA Vanguard Ftse Developed ETF 0.11% 17,350 $882K No change
DG Dollar General Corp. 0.11% 10,022 $881K Add +11.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.11% 1,560 $873K Reduce -48.4%
BAX Baxter International Inc. 0.11% 25,056 $858K Add +14.1%
JPM JPMorgan Chase & Co. 0.11% 3,393 $832K Add +4.4%
ISTB iShares Core 1-5 Year Usd Bo 0.10% 16,881 $816K No change
TSM Taiwan Semiconductor-SP ADR 0.10% 4,904 $814K Add +14.5%
QCOM Qualcomm Inc. 0.10% 5,276 $810K No change
CSGP Costar Group Inc. 0.10% 9,890 $784K Add +11.4%
ULTA Ulta Beauty Inc. 0.09% 2,027 $743K Add +15.7%
UPS United Parcel Service Class B 0.09% 6,696 $736K Reduce -68.1%
DFAT Dimensional US Target Value 0.09% 14,295 $736K Add +16.4%
RSG Republic Services Inc. 0.09% 2,982 $722K Add +5.9%
INTU Intuit Inc. 0.09% 1,159 $712K Add +21.6%
WM Waste Management Inc. 0.09% 3,022 $700K Add +11.1%
AZO AutoZone Inc. 0.09% 178 $679K Add +7.2%
MRSH Marsh & McLennan Cos 0.09% 2,766 $675K Add +9.2%
PWZ Invesco California Amt-Free 0.09% 28,141 $671K Add +1.9%
CMF iShares California Muni Bond 0.08% 11,151 $628K Reduce -9.5%
WSO Watsco Inc. 0.08% 1,218 $619K Add +5.0%
NVO Novo-Nordisk A/S-Spons ADR 0.07% 8,343 $579K Add +118.6%
AXP American Express Co. 0.07% 2,107 $567K Add +10.9%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.07% 22,412 $542K No change
IBDR iShares Ibonds Dec 2026 Term 0.07% 22,349 $541K Add +1.3%
MCO Moody's Corp. 0.07% 1,143 $532K Add +15.7%
AAP Advance Auto Parts Inc. 0.07% 13,335 $523K Add +18.5%
IEMG iShares Core MSCI Emerging 0.06% 9,435 $509K No change
ORLY O'reilly Automotive Inc. 0.06% 355 $509K Add +6.6%
VB Vanguard Most SM-Cap ETF-Usd 0.06% 2,283 $506K Reduce -1.6%
ASML ASML Holding NV-NY Reg SHS 0.06% 762 $505K Add +26.2%
IGSB iShares 1-5Y Inv Grade Corp. 0.06% 9,527 $499K New
AVUV Avantis US Small Cap Value 0.06% 5,473 $477K Add +12.8%
THG Hanover Insurance Group Inc./ 0.06% 2,657 $462K No change
IBDQ iShares Ibonds Dec 2025 Term 0.05% 17,080 $430K Add +0.4%
INMU iShares Intermediate Muni Inc. 0.05% 17,043 $403K Reduce -4.6%
NVDA Nvidia Corp. 0.05% 3,694 $400K New
RTX RTX Corp. 0.05% 2,924 $387K Reduce -0.1%
PLTR Palantir Technologies Inc. Class A 0.05% 4,550 $384K Reduce -0.1%
OKE Oneok Inc. 0.05% 3,767 $374K No change
ET Energy Transfer LP 0.04% 19,003 $353K Reduce -4.5%
VLUE iShares MSCI USA Value Facto 0.04% 3,250 $347K Reduce -0.6%
VNQ Vanguard Real Estate ETF 0.04% 3,815 $345K No change
SHV iShares 0-1 Year Treasury Bo 0.04% 2,972 $328K New
DFIV Dimensional International Va 0.04% 8,059 $317K Add +13.6%
FEX First Trust Large Cap Core A 0.04% 3,032 $311K No change
IBTG iShares Ibonds Dec 2026 Term 0.04% 12,606 $289K No change
VIG Vanguard Dividend Apprec ETF 0.04% 1,480 $287K Reduce -5.0%
DGRO iShares Core Dividend Growth 0.04% 4,582 $283K Reduce -1.5%
SUB iShares Short-Term National 0.04% 2,673 $282K No change
EPD Enterprise Products Partners 0.03% 8,002 $273K Reduce -18.4%
PAA Plains All Amer Pipeline LP 0.03% 13,602 $272K No change
IBTH iShares Ibonds Dec 2027 Term 0.03% 12,030 $270K Add +0.7%
IBTF iShares Ibonds Dec 2025 Term 0.03% 11,444 $267K Add +0.5%
ITOT iShares Core S&P Total U.S. 0.03% 2,168 $265K No change
NVS Novartis AG-Sponsored ADR 0.03% 2,211 $246K No change
MRK Merck & Co. Inc. 0.03% 2,648 $238K Reduce -8.8%
IVW iShares S&P 500 Growth ETF 0.03% 2,520 $234K Reduce -9.5%
MPLX MPLX LP 0.03% 4,300 $230K No change
WES Western Midstream Partners L 0.03% 5,475 $224K No change
KMI Kinder Morgan Inc. 0.03% 7,180 $205K New

Portfolio Sells Q4 2024 → Q1 2025

AVGO Broadcom Inc. Reduce -9.7% 0.90% −0.51
AAPL Apple Inc. Reduce -5.8% 2.20% −0.49
MSFT Microsoft Corp. Reduce -3.9% 1.79% −0.35
UPS United Parcel Service Class B Reduce -68.1% 0.09% −0.25
GWW WW Grainger Inc. Reduce -5.7% 1.48% −0.23
WMT Walmart Inc. Reduce -7.3% 1.58% −0.22
BLK BlackRock Inc. Reduce -5.2% 1.21% −0.20
PH Parker Hannifin Corp. Reduce -9.2% 0.86% −0.15
ADI Analog Devices Inc. Reduce -4.6% 1.18% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -48.4% 0.11% −0.12
COST Costco Wholesale Corp. Reduce -7.0% 1.70% −0.11
TXN Texas Instruments Inc. Reduce -2.3% 1.06% −0.10
IWF iShares Russell 1000 Growth Reduce -38.8% 0.11% −0.10
AFL Aflac Inc. Reduce -8.1% 1.47% −0.05
NEE Nextera Energy Inc. Reduce -0.2% 1.26% −0.05
CBSH Commerce Bancshares Inc. Reduce -1.6% 1.12% −0.05
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.04
VMC Vulcan Materials Co. Sold out 0.00% −0.04
IWO iShares Russell 2000 Growth Sold out 0.00% −0.03
SYK Stryker Corp. Reduce -3.5% 1.22% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Sold out 0.00% −0.03
SPGI S&P Global Inc. Reduce -1.5% 1.35% −0.02
VTEB Vanguard Tax-Exempt Bond ETF Reduce -3.1% 0.23% −0.02
CMF iShares California Muni Bond Reduce -9.5% 0.08% −0.01
QUAL iShares MSCI USA Quality Fac Reduce -0.8% 0.12% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.6% 0.06% −0.01
MRK Merck & Co. Inc. Reduce -8.8% 0.03% −0.01
IVW iShares S&P 500 Growth ETF Reduce -9.5% 0.03% −0.01
ET Energy Transfer LP Reduce -4.5% 0.04% −0.01
EPD Enterprise Products Partners Reduce -18.4% 0.03% −0.01
META Meta Platforms Inc. Class A Reduce -0.7% 0.11% −0.01
INMU iShares Intermediate Muni Inc. Reduce -4.6% 0.05% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -5.0% 0.04% −0.00
BR Broadridge Financial Solutio Reduce -4.7% 1.30% −0.00
V Visa Inc. Class A Reduce -7.9% 1.07% −0.00
DGRO iShares Core Dividend Growth Reduce -1.5% 0.04% −0.00
NFLX Netflix Inc. Reduce -2.9% 0.13% −0.00
VLUE iShares MSCI USA Value Facto Reduce -0.6% 0.04% −0.00
CSCO Cisco Systems Inc. Reduce -1.9% 1.28% −0.00
ADP Automatic Data Processing Reduce -1.8% 1.33% +0.00
PLTR Palantir Technologies Inc. Class A Reduce -0.1% 0.05% +0.00
XYL Xylem Inc. Reduce -0.2% 1.20% +0.00
RTX RTX Corp. Reduce -0.1% 0.05% +0.01
CTAS Cintas Corp. Reduce -8.4% 1.18% +0.01
SBUX Starbucks Corp. Reduce -4.0% 1.27% +0.01
TSCO Tractor Supply Company Reduce -0.5% 1.35% +0.01
CB Chubb Ltd. Reduce -5.5% 1.40% +0.01
PLD Prologis Inc. Reduce -1.9% 1.05% +0.01
CHD Church & Dwight Co. Inc. Reduce -1.2% 1.09% +0.02
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.0% 0.15% +0.02

Portfolio Buys Q4 2024 → Q1 2025

WRB WR Berkley Corp. New 0.67% +0.67
LLY Eli Lilly & Co. Add +706.9% 0.68% +0.60
ROP Roper Technologies Inc. New 0.55% +0.55
APH Amphenol Corp. Class A New 0.47% +0.47
MA Mastercard Inc. Class A Add +493.5% 0.53% +0.44
AMGN Amgen Inc. Add +1.1% 1.31% +0.20
O Realty Income Corp. Add +1.4% 0.99% +0.07
IGSB iShares 1-5Y Inv Grade Corp. New 0.06% +0.06
AVIG Avantis Core Fixed Income Add +10.3% 0.63% +0.06
NVDA Nvidia Corp. New 0.05% +0.05
UNH Unitedhealth Group Inc. Add +2.5% 1.28% +0.05
SHV iShares 0-1 Year Treasury Bo New 0.04% +0.04
SHY iShares 1-3 Year Treasury Bo Add +45.5% 0.12% +0.04
NJR New Jersey Resources Corp. Add +0.6% 1.06% +0.03
NVO Novo-Nordisk A/S-Spons ADR Add +118.6% 0.07% +0.03
GD General Dynamics Corp. Add +1.2% 1.23% +0.03
CVX Chevron Corp. Add +9.3% 0.14% +0.03
COP Conocophillips Add +21.1% 0.13% +0.03
KMI Kinder Morgan Inc. New 0.03% +0.03
BAX Baxter International Inc. Add +14.1% 0.11% +0.03
BDX Becton Dickinson and Co. Add +3.9% 0.98% +0.02
DG Dollar General Corp. Add +11.4% 0.11% +0.02
LHX L3HARRIS Technologies Inc. Add +5.0% 1.07% +0.02
VRTX Vertex Pharmaceuticals Inc. Add +3.4% 0.12% +0.02
AON Aon PLC Class A Add +5.7% 0.15% +0.02
RSG Republic Services Inc. Add +5.9% 0.09% +0.02
UNP Union Pacific Corp. Add +0.3% 1.16% +0.02
WM Waste Management Inc. Add +11.1% 0.09% +0.02
AZO AutoZone Inc. Add +7.2% 0.09% +0.02
CSGP Costar Group Inc. Add +11.4% 0.10% +0.02
MRSH Marsh & McLennan Cos Add +9.2% 0.09% +0.02
DLTR Dollar Tree Inc. Add +17.8% 0.12% +0.02
CL Colgate-Palmolive Co. Add +0.5% 1.14% +0.01
ORLY O'reilly Automotive Inc. Add +6.6% 0.06% +0.01
INTU Intuit Inc. Add +21.6% 0.09% +0.01
VNLA Janus Henderson Short Durati Add +13.2% 0.13% +0.01
SHW The Sherwin-Williams Co. Add +0.6% 1.27% +0.01
ASML ASML Holding NV-NY Reg SHS Add +26.2% 0.06% +0.01
DUHP Dimensional US High Profi Et Add +12.4% 0.12% +0.01
ADBE Adobe Inc. Add +26.8% 0.13% +0.01
DFIV Dimensional International Va Add +13.6% 0.04% +0.01
WSO Watsco Inc. Add +5.0% 0.08% +0.01
MCO Moody's Corp. Add +15.7% 0.07% +0.01
AVLV Avantis US Large Cap Value Add +9.3% 0.16% +0.01
DFAT Dimensional US Target Value Add +16.4% 0.09% +0.00
JPM JPMorgan Chase & Co. Add +4.4% 0.11% +0.00
PEP Pepsico Inc. Add +4.1% 1.06% +0.00
APD Air Products & Chemicals Inc. Add +0.7% 1.21% +0.00
IBTH iShares Ibonds Dec 2027 Term Add +0.7% 0.03% −0.00
AVUV Avantis US Small Cap Value Add +12.8% 0.06% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$856.7MAAPL, GWW, MSFT, UNH, COST
Q1 2026 170$834.9MAAPL, PSX, MSFT, COST, COR
Q4 2025 170$846.9MAAPL, MSFT, WMT, COR, AVGO
Q3 2025 172$850.6MAAPL, MSFT, WMT, COR, LOW
Q2 2025 170$832.4MMSFT, AAPL, WMT, COR, COST
Q1 2025 163$785.4MAAPL, BRO, MSFT, COST, COR
Q4 2024 160$767.4MAAPL, MSFT, COST, WMT, GWW
Q3 2024 156$794.6MAAPL, MSFT, LOW, COST, AFL
Q2 2024 157$723.8MAAPL, MSFT, COST, PSX, LOW
Q1 2024 157$736.5MMSFT, AAPL, PSX, LOW, GWW