Fund Holdings

WEBSTER BANK, N. A.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR168,905258,958+90,05316,870,23125,706,7602.43%+8,836,529
SELECT SECTOR SPDR TR
ST STR TECHN ETF
057,156+57,15607,596,0330.72%+7,596,033
ISHARES TR
CORE MSCI EAFE
195,212231,052+35,84017,463,66620,917,1381.98%+3,453,472
CONSTELLATION ENERGY CORP(CEG)18912,293+12,10466,7683,432,8200.33%+3,366,052
SELECT SECTOR SPDR TR
ST STR INDL ETF
017,217+17,21702,784,5060.26%+2,784,506
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
232,081360,111+128,0304,780,8697,354,5470.70%+2,573,678
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
59,248196,660+137,4121,115,9363,669,7540.35%+2,553,818
PALO ALTO NETWORKS INC(PANW)1,01116,479+15,468186,2262,641,9130.25%+2,455,687
WALMART INC(WMT)170,578171,735+1,15719,004,09521,343,2262.02%+2,339,131
ISHARES TR59,29981,044+21,7455,694,4837,871,8040.75%+2,177,321
EXXON MOBIL CORP37,72937,437-2924,540,3086,351,5610.60%+1,811,253
SSGA ACTIVE ETF TR
ST STR BL LN ETF
041,686+41,68601,673,2760.16%+1,673,276
JOHNSON & JOHNSON(JNJ)40,81441,033+2198,446,45710,030,1060.95%+1,583,649
COSTCO WHOLESALE CORPORATION(COST)11,65411,618-3610,049,71011,576,5241.10%+1,526,814
CATERPILLAR INC(CAT)12,45412,176-2787,134,5238,626,2090.82%+1,491,686
LAM RESEARCH CORP(LRCX)32,09432,591+4975,493,8516,963,3930.66%+1,469,542
AMERICAN CENTY ETF TR76417,678+16,91458,8431,424,4930.13%+1,365,650
CHEVRON CORPORATION(CVX)22,37022,949+5793,409,4124,748,1480.45%+1,338,736
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
135,021150,899+15,8789,406,91310,733,4451.02%+1,326,532
BAKER HUGHES COMPANY(BKR)75,55876,548+9903,440,9114,673,2550.44%+1,232,344
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
030,513+30,51301,212,2810.11%+1,212,281
ISHARES TR20,28540,233+19,9481,109,7922,284,8320.22%+1,175,040
ISHARES TR41,66546,445+4,7808,763,8169,923,9030.94%+1,160,087
VANGUARD MALVERN FDS485,546501,985+16,43924,015,10525,074,1512.37%+1,059,046
CORNING INC(GLW)15,10316,572+1,4691,322,4192,253,2950.21%+930,876
EATON CORP PLC(ETN)21,56421,755+1916,868,3507,781,1110.74%+912,761
FASTENAL CO(FAST)196,950189,741-7,2097,903,6038,803,9820.83%+900,379
ISHARES INC
CORE MSCI EMKT
154,046161,062+7,01610,354,97211,234,0741.06%+879,102
DBX ETF TR1,45425,663+24,20953,551927,9740.09%+874,423
ISHARES TR16,29719,285+2,9884,011,6704,782,6800.45%+771,010
SELECT SECTOR SPDR TR
ST STR FINL ETF
015,134+15,1340747,1660.07%+747,166
EQUINIX INC(EQIX)2,9643,014+502,270,8982,954,4430.28%+683,545
SPDR SERIES TRUST
ST STR CONV ETF
06,991+6,9910639,8160.06%+639,816
SELECT SECTOR SPDR TR
ST STR ENERG ETF
010,028+10,0280614,3150.06%+614,315
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
206,908239,097+32,1894,084,3644,692,2790.44%+607,915
ISHARES TR
CONV BD ETF
4256,039+5,61441,863614,7100.06%+572,847
LOCKHEED MARTIN CORP(LMT)2,4312,890+4591,175,8021,746,6870.17%+570,885
HONEYWELL INTL INC(HON)18,83218,627-2053,673,9354,210,2600.40%+536,325
VANGUARD INTL EQUITY INDEX F45,07451,248+6,1743,315,6433,848,7250.36%+533,082
GLOBAL X FDS
US PFD ETF
88029,870+28,99016,641549,6080.05%+532,967
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
107,339117,025+9,6865,430,2805,922,6350.56%+492,355
CVR PARTNERS LP/CVR NITROGEN(UAN)03,000+3,0000380,0100.04%+380,010
PUTNAM ETF TRUST047,146+47,1460367,7390.03%+367,739
ISHARES TR1,7774,659+2,882202,080551,8590.05%+349,779
VANGUARD INDEX FDS13,11514,492+1,3772,504,8342,843,3300.27%+338,496
DEERE & CO(DE)3,3293,32901,549,8821,875,2260.18%+325,344
XPO INC(XPO)5,1555,1550700,6161,002,9050.09%+302,289
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,959+1,9590287,2090.03%+287,209
VANGUARD INDEX FDS1,9272,941+1,014559,254844,5960.08%+285,342
WASTE MGMT INC DEL(WM)19,09119,428+3374,194,4834,464,3600.42%+269,877
MERCK & CO INC(MRK)17,45317,45301,837,1032,099,4220.20%+262,319
SPDR SERIES TRUST
ST STR SP DIV
01,750+1,7500255,3950.02%+255,395
NEXTERA ENERGY INC(NEE)15,40915,953+5441,237,0341,481,7150.14%+244,681
STRYKER CORPORATION(SYK)225952+72779,081312,8180.03%+233,737
SOLSTICE ADVANCED MATLS INC(SOLS)03,065+3,0650233,4300.02%+233,430
ISHARES TR0848+8480211,0160.02%+211,016
ISHARES TR
0-5YR HI YL CP
78,67884,601+5,9233,372,9263,579,4680.34%+206,542
GLOBAL X FDS
S&P 500 CATHOLIC
1,7504,425+2,675143,897345,8140.03%+201,917
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
011,757+11,7570196,5660.02%+196,566
INVESCO EXCH TRD SLF IDX FD
BULSHS 2028 MUNI
25,57534,075+8,500601,013797,1910.08%+196,178
ASML HLDG NV
N Y REGISTRY SHS
753758+5805,6041,001,1890.09%+195,585
ISHARES TR19,01919,01902,684,3422,879,6670.27%+195,325
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
4,5268,570+4,044212,360407,3320.04%+194,972
GENERAL DYNAMICS CORP(GD)15,03515,307+2725,061,6835,253,6680.50%+191,985
SCHWAB STRATEGIC TR26,85630,236+3,380736,660927,6400.09%+190,980
PEPSICO INC(PEP)17,35517,253-1022,490,7892,679,2180.25%+188,429
VANECK ETF TRUST
JP MRGAN EM LOC
3,39310,951+7,55887,607274,9800.03%+187,373
ECOLAB INC(ECL)15,69816,186+4884,121,0394,305,8000.41%+184,761
BRISTOL-MYERS SQUIBB CO(BMY)17,01418,014+1,000917,7351,092,5500.10%+174,815
ILLINOIS TOOL WKS INC(ITW)8,3298,546+2172,051,4332,224,4380.21%+173,005
SANDISK CORP(SNDK)400400094,952254,1360.02%+159,184
AT&T INC(T)34,10534,1050847,168988,7040.09%+141,536
SPROTT ASSET MANAGEMENT LP(PSLV)05,600+5,6000136,5840.01%+136,584
GE VERNOVA INC(GEV)427476+49279,074415,5010.04%+136,427
ISHARES TR15,22716,436+1,2091,465,9031,598,0720.15%+132,169
RTX CORPORATION(RTX)13,24713,277+302,429,4992,561,1330.24%+131,634
SELECT SECTOR SPDR TR
ST STR SVC ETF
01,146+1,1460127,0460.01%+127,046
CHUBB LTD SWITZ
COM
4,8565,025+1691,515,6551,637,7980.16%+122,143
WESTERN DIGITAL CORP(WDC)1,2001,2000206,724324,5880.03%+117,864
JANUS DETROIT STR TR
HENDRSON AAA CL
313,449317,043+3,59415,854,25115,969,4561.51%+115,205
SPROTT ASSET MANAGEMENT LP(PHYS)5853,785+3,20019,317134,1400.01%+114,823
ANALOG DEVICES INC(ADI)549824+275148,889262,1470.02%+113,258
WISDOMTREE TR(WT)17,82820,628+2,800785,322896,2870.08%+110,965
NETFLIX INC.(NFLX)32,59432,929+3353,056,0143,166,1240.30%+110,110
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0967+9670105,3840.01%+105,384
LINDE PLC(LIN)747853+106318,513422,8830.04%+104,370
VANGUARD INDEX FDS2,1392,624+4851,043,5331,146,1370.11%+102,604
ISHARES TR6471,503+85677,219178,2560.02%+101,037
ISHARES TR
ULTRA SHORT DUR
01,979+1,9790100,1770.01%+100,177
SPDR SERIES TRUST
ST STR RATE ETF
03,250+3,2500100,0350.01%+100,035
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 MUNI
34,47538,700+4,225815,858915,4100.09%+99,552
LOWES COS INC(LOW)3,0783,560+482742,290841,1570.08%+98,867
NEW YORK LIFE INVESTMENTS ET
FTSE INTL EQTY C
02,918+2,918097,9860.01%+97,986
APPLIED MATLS INC1,1371,1370292,198388,6150.04%+96,417
SPDR SERIES TRUST
ST SHOR CORP ETF
03,206+3,206096,4040.01%+96,404
VALERO ENERGY CORP(VLO)1,1331,1330184,441279,9420.03%+95,501
PNC FINL SVCS GROUP INC(PNC)10,87811,369+4912,270,5652,365,7750.22%+95,210
WATERS CORP(WAT)0315+315093,8070.01%+93,807
ISHARES TR0900+900090,5940.01%+90,594
VANGUARD ADMIRAL FDS INC0778+778089,3380.01%+89,338
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