Fund HoldingsROBERTS GLORE & CO INC /IL/

Total Portfolio Value
$342.32M
Total Bought
$18.54M
Total Sold
$26.59M
Net Transaction
-$8.05M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)039,907+39,907019,8505.80%+19,850
UNITEDHEALTH GROUP INC(UNH)04,819+4,81901,5030.44%+1,503
NVIDIA CORPORATION(NVDA)026,335+26,33504,1611.22%+4,161
ALPHABET INC(GOOG)055,109+55,10909,7762.86%+9,776
ALPHABET INC(GOOG)037,605+37,60506,6271.94%+6,627
VANGUARD INDEX FDS028,609+28,60908,6952.54%+8,695
VANGUARD MALVERN FDS211,606226,793+15,18710,55911,4013.33%+842
ADAMS DIVERSIFIED EQUITY FD116,382139,235+22,8532,2103,0230.88%+813
ORACLE CORP(ORCL)09,700+9,70002,1210.62%+2,121
AMAZON COM INC(AMZN)025,775+25,77505,6551.65%+5,655
ARISTA NETWORKS INC(ANET)030,032+30,03203,0730.90%+3,073
NOVO-NORDISK A S(NVO)11,08920,599+9,5107701,4220.42%+652
META PLATFORMS INC(META)03,963+3,96302,9250.85%+2,925
ASML HOLDING N V
N Y REGISTRY SHS
1,7622,244+4821,1681,7980.53%+631
APPLIED MATLS INC2,3824,739+2,3573468680.25%+522
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
077,716+77,71602,2870.67%+2,287
MERCADOLIBRE INC(MELI)863830-331,6842,1700.63%+485
VANECK ETF TRUST
MRNGSTR WDE MOAT
43,74645,889+2,1433,8504,3041.26%+454
BROADCOM INC(AVGO)05,130+5,13001,4140.41%+1,414
WALMART INC(WMT)036,950+36,95003,6131.06%+3,613
INTUIT(INTU)02,452+2,45201,9310.56%+1,931
VANGUARD INTL EQUITY INDEX F042,191+42,19103,4671.01%+3,467
VANGUARD INDEX FDS4,8685,073+2052,5022,8810.84%+380
BOOKING HOLDINGS INC(BKNG)0351+35102,0300.59%+2,030
SNOWFLAKE INC(SNOW)04,805+4,80501,0750.31%+1,075
PAYPAL HLDGS INC(PYPL)023,967+23,96701,7810.52%+1,781
CONSTELLATION ENERGY CORP(CEG)0887+88702860.08%+286
STRYKER CORPORATION(SYK)14,59714,454-1435,4345,7181.67%+285
GE VERNOVA INC(GEV)0511+51102700.08%+270
VANGUARD WHITEHALL FDS26,96527,531+5662,2362,4810.72%+245
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0950+95002410.07%+241
DELL TECHNOLOGIES INC(DELL)01,877+1,87702300.07%+230
SPDR S&P 500 ETF TR(SPY)05,816+5,81603,5931.05%+3,593
AMPHENOL CORP NEW02,298+2,29802270.07%+227
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
02,925+2,92502210.06%+221
ABBOTT LABS52,59152,908+3176,9767,1962.10%+220
AMPLIFY ETF TR02,525+2,52502180.06%+218
ISHARES TR0619+61902100.06%+210
ALEXANDRIA REAL ESTATE EQ IN02,886+2,88602100.06%+210
SPROTT PHYSICAL GOLD & SILVE(CEF)141,400140,415-9854,0174,2261.23%+209
VIKING THERAPEUTICS INC(VKTX)07,840+7,84002080.06%+208
COSTCO WHSL CORP NEW(COST)0204+20402020.06%+202
VANGUARD STAR FDS12,92614,451+1,5258039980.29%+196
NETFLIX INC(NFLX)0499+49906680.20%+668
EVOLV TECHNOLOGIES HLDNGS IN(EVLV)070,000+70,00004370.13%+437
CISCO SYS INC(CSCO)058,330+58,33004,0471.18%+4,047
ADOBE INC(ADBE)1,9972,440+4437669440.28%+178
JPMORGAN CHASE & CO.(JPM)4,2584,194-641,0441,2160.36%+171
NORFOLK SOUTHN CORP(NSC)11,64311,439-2042,7582,9280.86%+170
UNITED PARCEL SERVICE INC(UPS)7,7929,975+2,1838571,0070.29%+150
L3HARRIS TECHNOLOGIES INC(LHX)04,686+4,68601,1750.34%+1,175
SPDR S&P MIDCAP 400 ETF TR(MDY)01,471+1,47108330.24%+833
ISHARES TR
0-5 YR TIPS ETF
10,57712,037+1,4601,0941,2390.36%+144
CARRIER GLOBAL CORPORATION(CARR)015,217+15,21701,1140.33%+1,114
M & T BK CORP(MTB)010,098+10,09801,9590.57%+1,959
INNOVATIVE INDL PPTYS INC(IIPR)05,928+5,92803270.10%+327
VANGUARD INDEX FDS012,311+12,31102,4010.70%+2,401
GE AEROSPACE(GE)1,9341,930-43874970.15%+110
GOLDMAN SACHS GROUP INC(GS)0726+72605140.15%+514
CENTRAL SECS CORP(CET)034,502+34,50201,6510.48%+1,651
VANGUARD SPECIALIZED FUNDS011,558+11,55802,3650.69%+2,365
LAM RESEARCH CORP(LRCX)4,3754,370-53184250.12%+107
DOLLAR GEN CORP NEW(DG)05,429+5,42906210.18%+621
EMERSON ELEC CO(EMR)02,962+2,96203950.12%+395
CROWDSTRIKE HLDGS INC(CRWD)695677-182453450.10%+100
NEWMONT CORP(NEM)8,4788,678+2004095060.15%+96
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
016,575+16,57501,1590.34%+1,159
ROYCE MICRO-CAP TR INC089,045+89,04508240.24%+824
HOME DEPOT INC(HD)03,013+3,01301,1050.32%+1,105
MEDPACE HLDGS INC(MEDP)04,391+4,39101,3780.40%+1,378
ELEVANCE HEALTH INC(ELV)2,3252,809+4841,0111,0930.32%+81
FORTINET INC(FTNT)7,2857,385+1007017810.23%+79
EBAY INC.(EBAY)8,5468,796+2505796550.19%+76
GENERAL DYNAMICS CORP(GD)4,5034,467-361,2271,3030.38%+76
BLACKROCK INC(BLK)0773+77308110.24%+811
NIKE INC(NKE)6,2096,559+3503944660.14%+72
STATE STR CORP(STT)06,120+6,12006510.19%+651
ISHARES TR01,076+1,07604570.13%+457
ADAM NAT RES FD INC22,04826,682+4,6345035700.17%+67
PALO ALTO NETWORKS INC(PANW)01,838+1,83803760.11%+376
TESLA INC(TSLA)0958+95803040.09%+304
QUALCOMM INC(QCOM)02,500+2,50003980.12%+398
DEERE & CO(DE)1,6131,604-97578160.24%+59
NOVARTIS AG(NVS)14,13913,508-6311,5761,6350.48%+58
BOEING CO(BA)02,226+2,22604660.14%+466
ISHARES TR12,00611,614-3929811,0380.30%+57
VANGUARD INTL EQUITY INDEX F019,815+19,81509800.29%+980
VANGUARD INTL EQUITY INDEX F9,4329,332-1005726270.18%+55
SILVERCREST ASSET MGMT GROUP018,658+18,65802960.09%+296
INVESCO QQQ TR0669+66903690.11%+369
F5 INC(FFIV)01,779+1,77905240.15%+524
CANADIAN NATL RY CO(CNI)07,233+7,23307530.22%+753
NORTHERN TR CORP(NTRS)02,711+2,71103440.10%+344
CATERPILLAR INC(CAT)0714+71402770.08%+277
VANGUARD WORLD FD18,92218,887-352,4382,4780.72%+40
LOCKHEED MARTIN CORP(LMT)02,614+2,61401,2110.35%+1,211
NSTS BANCORP INC036,496+36,49604500.13%+450
WISDOMTREE TR(WT)5,4175,418+14294640.14%+35
PARKER-HANNIFIN CORP(PH)0370+37002590.08%+259
WABTEC(WAB)01,421+1,42102970.09%+297
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