Fund Holdings

Bank of New York Mellon Corp

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)98,199,12397,482,002-717,12120,147,514,09124,821,842,1474.45%+4,674,328,056
NVIDIA CORP(NVDA)156,933,448156,460,090-473,35824,793,915,52729,192,323,5925.24%+4,398,408,065
ALPHABET INC-CL A(GOOG)41,801,70041,035,510-766,1907,366,713,5929,975,732,4741.79%+2,609,018,882
TESLA INC(TSLA)15,555,59115,257,573-298,0184,941,388,8906,785,347,5851.22%+1,843,958,695
ALPHABET INC-CL C(GOOG)31,159,21130,197,584-961,6275,527,332,5127,354,621,4711.32%+1,827,288,959
BROADCOM INC(AVGO)29,152,41729,096,173-56,2448,035,863,9949,599,118,4961.72%+1,563,254,502
JOHNSON & JOHNSON(JNJ)23,802,50324,637,649+835,1463,635,832,3484,568,312,9560.82%+932,480,608
AMAZON.COM INC(AMZN)65,589,03369,705,759+4,116,72614,389,577,85015,305,293,4312.75%+915,715,581
CHEVRON CORP(CVX)15,347,22819,627,146+4,279,9182,197,569,5923,047,899,6750.55%+850,330,083
CITIGROUP INC(C)23,914,89628,125,995+4,211,0992,035,635,8912,854,788,4210.51%+819,152,530
THERMO FISHER SCIENTIFIC INC(TMO)2,308,8903,571,857+1,262,967936,163,0001,732,422,3580.31%+796,259,358
ORACLE CORP(ORCL)11,839,76411,938,457+98,6932,588,527,6553,357,571,8480.60%+769,044,193
MICROSOFT CORP(MSFT)56,158,46455,385,530-772,93427,933,781,83528,686,935,0075.15%+753,153,172
APPLOVIN CORP-CLASS A(APP)989,1531,493,494+504,341346,282,4541,073,134,8600.19%+726,852,406
ISHARES CORE S&P 500 ETF13,350,28713,440,510+90,2238,289,193,2898,995,732,9681.61%+706,539,679
PALANTIR TECHNOLOGIES INC-A(PLTR)12,488,53212,776,027+287,4951,702,436,6612,330,602,8210.42%+628,166,160
CATERPILLAR INC(CAT)2,944,9073,553,930+609,0231,143,242,4771,695,757,4940.30%+552,515,017
IDEXX LABORATORIES INC(IDXX)1,451,3902,056,680+605,290778,438,7331,313,992,0650.24%+535,553,332
ABBVIE INC(ABBV)12,506,49712,301,919-204,5782,321,455,9872,848,386,4770.51%+526,930,490
FERRARI NV1,631,5282,670,762+1,039,234800,656,1231,295,907,1480.23%+495,251,025
COMERICA INC1,287,8117,291,514+6,003,70376,817,948499,614,5240.09%+422,796,576
INTEL CORP(INTC)28,396,66030,424,782+2,028,122636,085,1671,020,751,4560.18%+384,666,289
LAM RESEARCH CORP(LRCX)10,606,65910,408,045-198,6141,032,452,1861,393,637,3460.25%+361,185,160
HORIZON MANAGED RISK ETF012,219,778+12,219,7780335,677,3010.06%+335,677,301
CRH PLC9,185,2009,788,282+603,082843,201,3641,173,614,9020.21%+330,413,538
MICRON TECHNOLOGY INC(MU)9,360,2698,804,230-556,0391,153,653,2291,473,123,8340.26%+319,470,605
ROBINHOOD MARKETS INC - A(HOOD)2,577,0023,853,317+1,276,315241,284,716551,717,8630.10%+310,433,147
META PLATFORMS INC-CLASS A(META)13,138,06513,619,341+481,2769,697,073,66310,001,771,9871.79%+304,698,324
CUMMINS INC(CMI)962,2291,450,659+488,430315,129,985612,714,9420.11%+297,584,957
SNOWFLAKE INC(SNOW)01,315,222+1,315,2220296,648,1540.05%+296,648,154
HUMANA INC(HUM)657,0001,717,767+1,060,767160,623,549446,911,3190.08%+286,287,770
ASSURANT INC(AIZ)4,051,1145,010,373+959,259800,054,3821,085,246,8030.19%+285,192,421
ISHARES CORE MSCI EMERGING9,012,60512,289,842+3,277,237541,026,662810,146,4310.15%+269,119,769
OMNICOM GROUP(OMC)3,831,9166,652,469+2,820,553275,668,100542,375,7090.10%+266,707,609
NEWMONT CORP(NEM)11,326,70010,897,467-429,233659,893,545918,765,4330.16%+258,871,888
PACKAGING CORP OF AMERICA(PKG)847,4651,863,359+1,015,894159,704,765406,081,9450.07%+246,377,180
ARISTA NETWORKS INC(ANET)5,621,7965,615,626-6,170575,165,975818,252,8900.15%+243,086,915
TE CONNECTIVITY PLC(TEL)4,136,4474,259,441+122,994697,694,425935,075,0690.17%+237,380,644
APPLIED MATERIALS INC7,951,6918,264,566+312,8751,455,716,1891,692,087,4220.30%+236,371,233
GENERAL ELECTRIC(GE)6,127,9166,028,265-99,6511,577,264,2471,813,422,5290.33%+236,158,282
HOME DEPOT INC(HD)7,785,2917,612,641-172,6502,854,398,9373,084,565,9580.55%+230,167,021
LOWE'S COS INC(LOW)3,831,7644,294,776+463,012850,153,3261,079,320,1610.19%+229,166,835
NORTHROP GRUMMAN CORP(NOC)829,7951,051,226+221,431414,880,919640,533,6140.11%+225,652,695
JPMORGAN CHASE & CO(JPM)23,420,98522,229,899-1,191,0866,789,977,6337,011,977,0591.26%+221,999,426
UNITEDHEALTH GROUP INC(UNH)7,878,4987,749,822-128,6762,457,854,9432,676,013,6990.48%+218,158,756
ADVANCED MICRO DEVICES(AMD)9,875,58210,006,634+131,0521,401,344,9821,618,973,3290.29%+217,628,347
ISHARES CORE MSCI EAFE ETF32,560,68733,603,089+1,042,4022,718,166,1322,933,885,6430.53%+215,719,511
ESTEE LAUDER COMPANIES-CL A(EL)4,175,3946,112,501+1,937,107337,371,848538,633,5730.10%+201,261,725
MEDTRONIC PLC(MDT)21,275,85021,468,260+192,4101,854,615,8762,044,637,1770.37%+190,021,301
HORIZON CORE BOND ETF07,077,241+7,077,2410181,354,3010.03%+181,354,301
L3HARRIS TECHNOLOGIES INC(LHX)4,117,0303,965,728-151,3021,032,715,6811,211,172,9590.22%+178,457,278
AMPHENOL CORP-CL A28,278,66124,000,408-4,278,2532,792,517,8202,970,050,4510.53%+177,532,631
KLA CORP(KLAC)984,379977,608-6,771881,747,2601,054,447,1160.19%+172,699,856
BANK OF AMERICA CORP55,980,40154,689,538-1,290,8632,648,992,5792,821,433,2440.51%+172,440,665
EXXON MOBIL CORP46,598,31346,073,991-524,3225,023,298,0695,194,842,5480.93%+171,544,479
CARLISLE COS INC(CSL)490,3291,049,039+558,710183,088,828345,091,5700.06%+162,002,742
RTX CORP(RTX)8,131,1538,043,122-88,0311,187,310,9351,345,855,7150.24%+158,544,780
CORNING INC(GLW)6,109,4655,807,173-302,292321,296,789476,362,3520.09%+155,065,563
EMERSON ELECTRIC CO(EMR)4,072,1235,260,097+1,187,974542,936,165690,019,5930.12%+147,083,428
MORGAN STANLEY(MS)8,733,8188,658,918-74,9001,230,245,7591,376,421,8260.25%+146,176,067
WALMART INC(WMT)29,537,74529,311,383-226,3622,888,200,6083,020,831,1570.54%+132,630,549
DELTA AIR LINES INC(DAL)6,214,8537,661,911+1,447,058305,646,483434,813,4550.08%+129,166,972
MOSAIC CO/THE(MOS)3,806,6637,701,610+3,894,947138,867,061267,091,8360.05%+128,224,775
O'REILLY AUTOMOTIVE INC(ORLY)17,651,10415,917,663-1,733,4411,590,893,9611,716,083,2400.31%+125,189,279
HORIZON DIVIDEND INCOME ETF04,711,020+4,711,0200123,416,0040.02%+123,416,004
WARNER BROS DISCOVERY INC(WBD)12,685,28113,307,032+621,751145,373,317259,886,3270.05%+114,513,010
COLUMBIA BANKING SYSTEM INC(COLB)2,861,2537,019,088+4,157,83566,896,110180,671,3270.03%+113,775,217
BERKSHIRE HATHAWAY INC-CL B11,286,19311,117,949-168,2445,482,493,6715,589,437,5471.00%+106,943,876
BLACKROCK INC(BLK)1,044,5141,030,344-14,1701,095,956,2411,201,246,3360.22%+105,290,095
SPDR S&P 500 ETF TRUST(SPY)2,794,9012,750,137-44,7641,726,829,2651,832,086,1250.33%+105,256,860
WESTERN DIGITAL CORP(WDC)2,037,1661,955,696-81,470130,358,240234,800,8970.04%+104,442,657
SOUTHSTATE BANK CORP01,054,721+1,054,7210104,280,2300.02%+104,280,230
EDWARDS LIFESCIENCES CORP17,586,86219,010,227+1,423,3651,375,468,4491,478,425,3260.27%+102,956,877
ALTRIA GROUP INC(MO)12,614,98212,747,828+132,846739,616,429842,121,5570.15%+102,505,128
SEAGATE TECHNOLOGY HOLDINGS1,019,1921,045,828+26,636147,099,906246,878,1320.04%+99,778,226
WELLTOWER INC(WELL)4,015,9594,012,933-3,026617,373,366714,863,9550.13%+97,490,589
VALERO ENERGY CORP(VLO)2,906,2122,848,488-57,724390,653,012484,983,5160.09%+94,330,504
VOYA FINANCIAL INC(VOYA)5,539,0096,516,879+977,870393,269,618487,462,5280.09%+94,192,910
TJX COMPANIES INC(TJX)17,444,28715,545,226-1,899,0612,154,194,9962,246,907,1350.40%+92,712,139
BLOOM ENERGY CORP- A1,140,4781,394,472+253,99427,280,245117,930,4850.02%+90,650,240
TALEN ENERGY CORP(TLN)239,380376,562+137,18269,604,426160,181,8780.03%+90,577,452
MERCK & CO. INC.(MRK)21,997,43021,794,354-203,0761,741,316,6201,829,200,1940.33%+87,883,574
FORTUNE BRANDS INNOVATIONS I(FBIN)1,086,3742,691,827+1,605,45355,926,559143,716,6850.03%+87,790,126
ISHARES S&P 100 ETF273,677506,582+232,90583,293,587168,610,7110.03%+85,317,124
ALIBABA GROUP HOLDING-SP ADR(BABA)377,036714,794+337,75842,759,678127,755,0850.02%+84,995,407
SHOPIFY INC - CLASS A(SHOP)3,769,0753,476,805-292,270434,762,799516,687,9230.09%+81,925,124
UBER TECHNOLOGIES INC(UBER)12,012,92212,244,418+231,4961,120,805,5611,199,585,5940.22%+78,780,033
BLACKSTONE INC(BX)4,053,8024,006,688-47,114606,367,724684,542,6920.12%+78,174,968
ELANCO ANIMAL HEALTH INC(ELAN)1,771,2545,131,116+3,359,86225,293,510103,340,6700.02%+78,047,160
SEMPRA(SRE)5,098,9605,159,207+60,247386,348,145464,225,4460.08%+77,877,301
ISHARES CORE S&P SMALL-CAP E12,427,54812,073,994-353,5541,358,206,7481,434,752,7170.26%+76,545,969
HORIZON NASDAQ-100 DR ETF02,853,803+2,853,803076,396,3070.01%+76,396,307
COMFORT SYSTEMS USA INC(FIX)276,124271,377-4,747148,060,433223,934,7840.04%+75,874,351
UNITED RENTALS INC(URI)373,870372,351-1,519281,673,724355,469,0000.06%+73,795,276
AON PLC-CLASS A(AON)3,507,6563,715,346+207,6901,251,391,1531,324,818,0790.24%+73,426,926
PEPSICO INC(PEP)13,303,91313,030,818-273,0951,756,648,5441,830,048,1880.33%+73,399,644
NEXTERA ENERGY INC(NEE)13,494,84213,376,575-118,267936,811,9201,009,797,6660.18%+72,985,746
TAPESTRY INC(TPR)2,115,3082,274,823+159,515185,745,211257,555,4210.05%+71,810,210
NUTANIX INC - A(NTNX)1,109,3582,092,593+983,23584,799,344155,667,9520.03%+70,868,608
CSX CORP(CSX)26,483,20126,316,524-166,677864,146,864934,499,7900.17%+70,352,926
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