Fund Holdings

Wellington Shields & Co., LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP COM76,92878,716+1,7889,257,47813,354,9043.40%+4,097,426
CORNING INC COM(GLW)29,57629,376-2002,589,6753,994,2551.02%+1,404,580
CATERPILLAR INC COM(CAT)9,4179,483+665,394,7176,718,3751.71%+1,323,658
ELEMENT SOLUTIONS INC COM(ESI)032,800+32,80001,119,7920.29%+1,119,792
CHEVRON CORPORATION COM(CVX)13,01313,139+1261,983,3112,718,4500.69%+735,139
JOHNSON & JOHNSON COM(JNJ)16,81517,090+2753,479,8984,177,5191.06%+697,621
GE VERNOVA INC COM(GEV)2,6022,734+1321,700,6462,386,5850.61%+685,939
HONEYWELL INTL INC COM(HON)20,04420,04403,910,3844,530,5451.15%+620,161
SMUCKER J M CO COM NEW(SJM)05,501+5,5010530,5160.14%+530,516
KINDER MORGAN INC DEL COM(KMI)90,62489,624-1,0002,491,2543,005,0930.77%+513,839
DEVON ENERGY CORP NEW COM(DVN)30,72632,409+1,6831,125,4931,630,8210.42%+505,328
WALMART INC COM(WMT)36,00235,957-454,010,9654,468,7581.14%+457,793
KIMBERLY-CLARK CORP COM(KMB)04,505+4,5050434,5970.11%+434,597
INVESCO OIL & GAS SERVICES ETF
OIL GAS SVC ETF
010,418+10,4180431,8050.11%+431,805
GENERAC HLDGS INC COM(GNRC)7,3597,305-541,003,5471,426,8860.36%+423,339
COMFORT SYS USA INC COM(FIX)885886+1825,9621,221,7850.31%+395,823
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)5,8296,350+5211,771,3752,145,9830.55%+374,608
ONEOK INC NEW COM(OKE)18,88619,386+5001,388,1211,752,3010.45%+364,180
STRATEGY SHARES NASDAQ 7HANDL INDEX ETF
NS 7HANDL IDX
15,29031,995+16,705336,686698,7710.18%+362,085
AT&T INC COM(T)85,84485,544-3002,132,3592,479,9130.63%+347,554
MULTI-ASSET DIVERSIFIED INCOME INDEX FUND
MULTI ASSET DI
14,02534,630+20,605220,473559,9670.14%+339,494
MERCK & CO INC COM(MRK)23,36623,266-1002,459,5052,798,6670.71%+339,162
EDISON INTL COM(EIX)15,40017,200+1,800924,3081,258,6960.32%+334,388
CUMMINS INC COM(CMI)9211,486+565470,124799,4980.20%+329,374
VERIZON COMMUNICATIONS INC COM(VZ)35,49835,176-3221,445,8131,765,8290.45%+320,016
INVESCO PHARMACEUTICALS ETF
PHARMACEUTICALS
03,043+3,0430315,7170.08%+315,717
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
04,448+4,4480312,1610.08%+312,161
INVESCO BUILDING & CONSTRUCTION ETF
BLDG CONSTR ETF
02,801+2,8010273,3110.07%+273,311
KODIAK GAS SVCS INC COM(KGS)13,00013,0000486,200758,1600.19%+271,960
UNITEDHEALTH GROUP INC COM(UNH)1,9803,412+1,432653,506923,1610.24%+269,655
F/M US TREASURY 3 MONTH BILL FUND
F/M US TREASURY
05,250+5,2500261,7650.07%+261,765
MICRON TECHNOLOGY INC COM(MU)0750+7500253,3800.06%+253,380
BRISTOL-MYERS SQUIBB CO COM(BMY)40,54040,174-3662,186,7192,436,5430.62%+249,824
CONOCOPHILLIPS COM(COP)6,2936,2930589,088830,6760.21%+241,588
ENTERPRISE PRODS PARTNERS L P COM(EPD)41,44841,44801,328,8231,568,3920.40%+239,569
VALERO ENERGY CORP COM(VLO)2,8402,8400462,324701,7070.18%+239,383
ADVANCED MICRO DEVICES INC COM(AMD)6071,758+1,151129,995357,6300.09%+227,635
ISHARES CORE U.S. AGGREGATE BOND ETF2,9155,215+2,300291,150517,6930.13%+226,543
PALO ALTO NETWORKS INC COM(PANW)14,96218,603+3,6412,756,0002,982,4330.76%+226,433
APPLIED MATLS INC COM4,6504,150-5001,195,0041,418,4290.36%+223,425
BJS WHSL CLUB HLDGS INC COM(BJ)02,200+2,2000216,5240.06%+216,524
IRON MTN INC DEL COM(IRM)10,64310,6430882,8371,087,0760.28%+204,239
LOCKHEED MARTIN CORP COM(LMT)2,6602,453-2071,286,5621,482,5690.38%+196,007
ASTRAZENECA PLC ORD(AZN)01,000+1,0000193,6880.05%+193,688
QUEST DIAGNOSTICS INC COM(DGX)0933+9330182,8460.05%+182,846
MCKESSON CORP COM(MCK)3,1453,186+412,579,4032,756,6050.70%+177,202
NORTHROP GRUMMAN CORP COM(NOC)1,5251,530+5869,5701,043,8270.27%+174,257
UNION PAC CORP COM(UNP)17,48817,388-1004,045,3244,218,6771.08%+173,353
TEXAS PACIFIC LAND CORPORATION COM(TPL)927909-18266,253431,3750.11%+165,122
MP MATERIALS CORP COM CL A(MP)7,10010,800+3,700358,692521,2080.13%+162,516
OCCIDENTAL PETE CORP COM(OXY)7,6007,300-300312,512474,5000.12%+161,988
BP PLC SPONSORED ADR(BP)16,61915,619-1,000577,178734,0930.19%+156,915
CSX CORP COM(CSX)33,84733,647-2001,226,9541,381,2090.35%+154,255
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
01,750+1,7500151,6200.04%+151,620
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
6006000641,916792,4980.20%+150,582
QNITY ELECTRONICS INC COMMON STOCK(Q)4,0374,137+100329,621477,3270.12%+147,706
BLOOM ENERGY CORP COM CL A3,4853,287-198302,812445,3560.11%+142,544
ENBRIDGE INC COM(ENB)22,88922,88901,096,2401,237,6270.32%+141,387
COSTCO WHOLESALE CORPORATION COM(COST)1,0501,0500905,4571,046,2520.27%+140,795
SOUTHERN CO COM(SO)18,48418,084-4001,611,7971,745,4590.44%+133,662
DOW HLDGS INC COM(DOW)7,1247,174+50166,559298,7970.08%+132,238
PLANET LABS PBC COM CL A(PL)15,77615,837+61311,103442,6440.11%+131,541
WILLIAMS COS INC COM(WMB)10,27410,2740617,600747,7770.19%+130,177
GILEAD SCIENCES INC COM(GILD)5,7706,010+240708,210837,6140.21%+129,404
PFIZER INC COM(PFE)80,95676,295-4,6612,015,8012,142,3590.55%+126,558
EOG RES INC COM(EOG)3,0853,0850323,956445,9980.11%+122,042
SOLSTICE ADVANCED MATLS INC COM SHS(SOLS)5,0094,784-225243,337364,3490.09%+121,012
CHENIERE ENERGY INC COM NEW(LNG)1,5251,455-70296,445412,8710.11%+116,426
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
01,900+1,9000116,3940.03%+116,394
NEXTERA ENERGY INC COM(NEE)12,46411,995-4691,000,6101,114,0960.28%+113,486
COCA COLA CO COM(KO)25,40024,800-6001,775,7141,886,0400.48%+110,326
ENERGY TRANSFER L P COM UT LTD PTN(ET)43,80342,803-1,000722,304826,0890.21%+103,785
SLB LIMITED COM STK(SLB)7,3007,400+100280,174380,2860.10%+100,112
PHILLIPS 66 COM(PSX)1,8321,8320236,401333,7540.09%+97,353
WASTE MGMT INC DEL COM(WM)9,4649,442-222,079,3202,169,6440.55%+90,324
GENERAL DYNAMICS CORP COM(GD)1,5021,722+220505,663591,0250.15%+85,362
CONSOLIDATED EDISON INC COM(ED)2,5322,932+400251,514331,8850.08%+80,371
ALTRIA GROUP INC COM(MO)9,6079,6070553,924633,9480.16%+80,024
ISHARES PREFERRED & INCOME SECURITIES ETF9,52512,365+2,840294,894374,9070.10%+80,013
INVESCO SEMICONDUCTORS ETF
SEMICONDUCTORS
5,1425,1420405,500485,3050.12%+79,805
DUKE ENERGY CORP NEW COM NEW(DUK)5,7495,7490673,805752,7340.19%+78,929
HUNTINGTON INGALLS INDS INC COM(HII)1,7001,725+25578,119655,3280.17%+77,209
TRANSOCEAN LTD REGISTERED SHS(RIG)30,42330,4230125,647201,7040.05%+76,057
WATERS CORP COM(WAT)0236+236070,2810.02%+70,281
ROYAL GOLD INC COM(RGLD)2,0282,0280450,804516,1060.13%+65,302
NVENT ELEC PLC SHS(NVT)0550+550065,0540.02%+65,054
ALBEMARLE CORP COM(ALB)1,6291,6290230,406292,4540.07%+62,048
PROCTER & GAMBLE CO COM(PG)15,92916,230+3012,282,7812,344,2910.60%+61,510
DTE ENERGY CO COM(DTB)3,5003,5000451,430511,7700.13%+60,340
XPO INC COM(XPO)1,0001,0000135,910194,5500.05%+58,640
EASTMAN CHEM CO COM(EMN)4,2504,2500271,278324,3600.08%+53,082
CITIZENS FINL GROUP INC COM(CFG)34,00034,00001,985,9402,038,9800.52%+53,040
CORTEVA INC COM(CTVA)3,3203,287-33222,540275,1550.07%+52,615
AGNICO EAGLE MINES LTD COM(AEM)2,1762,076-100368,945421,4750.11%+52,530
INTEL CORP COM(INTC)12,69311,793-900468,368520,4210.13%+52,053
TRINITY INDS INC COM(TRN)8,9008,9000235,316286,4020.07%+51,086
BLACKSTONE MORTGAGE TRUST INC COM CL A(BXMT)8,27510,825+2,550158,301207,2990.05%+48,998
MARATHON PETE CORP COM(MPC)0200+200048,8360.01%+48,836
WHEATON PRECIOUS METALS CORP COM(WPM)3,6003,6000423,072471,6360.12%+48,564
INVESCO GLOBAL CLEAN ENERGY ETF
GBL CLEAN ENRG
25,80725,809+2415,045462,7640.12%+47,719
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