2025-08 Stock Rater All Stocks 3

Asset Allocation

Position	Category/Sector	Target Weight
AAPL Apple Inc	Technology	2.04%
ABR Arbor Realty Trust, Inc.	Real Estate	2.04%
AEP American Electric Power Company, Inc.	Utilities	2.04%
AMAT Applied Materials, Inc.	Technology	2.04%
AMGN Amgen Inc.	Healthcare	2.04%
AMT American Tower Corporation	Real Estate	2.04%
AMZN Amazon.com, Inc	Consumer Cyclical	2.04%
AON Aon plc	Financial Services	2.04%
ATVI		2.04%
BA The Boeing Company	Industrials	2.04%
BCE BCE Inc.	Communication Services	2.04%
CRSP CRISPR Therapeutics AG	Healthcare	2.04%
CSCO Cisco Systems, Inc.	Technology	2.04%
DIS The Walt Disney Company	Communication Services	2.04%
DLR Digital Realty Trust, Inc.	Real Estate	2.04%
DUK Duke Energy Corporation	Utilities	2.04%
EMR Emerson Electric Co.	Industrials	2.04%
ETN Eaton Corporation plc	Industrials	2.04%
ETR Entergy Corporation	Utilities	2.04%
HD The Home Depot, Inc.	Consumer Cyclical	2.04%
IIPR Innovative Industrial Properties, Inc.	Real Estate	2.04%
INTU Intuit Inc.	Technology	2.04%
KEY KeyCorp	Financial Services	2.04%
KO The Coca-Cola Company	Consumer Defensive	2.04%
LOW Lowe's Companies, Inc.	Consumer Cyclical	2.04%
MDT Medtronic plc	Healthcare	2.04%
NEE NextEra Energy, Inc.	Utilities	2.04%
NJR New Jersey Resources Corporation	Utilities	2.04%
NWE NorthWestern Corporation	Utilities	2.04%
OKE ONEOK, Inc.	Energy	2.04%
PAYX Paychex, Inc.	Industrials	2.04%
PDM Piedmont Office Realty Trust, Inc.	Real Estate	2.04%
PEG Public Service Enterprise Group Incorporated	Utilities	2.04%
PFE Pfizer Inc.	Healthcare	2.04%
PGR The Progressive Corporation	Financial Services	2.04%
PKG Packaging Corporation of America	Consumer Cyclical	2.04%
REGN Regeneron Pharmaceuticals, Inc.	Healthcare	2.04%
ROK Rockwell Automation, Inc.	Industrials	2.04%
SMCI Super Micro Computer, Inc.	Technology	2.04%
SONY Sony Group Corporation	Technology	2.04%
SUI Sun Communities, Inc.	Real Estate	2.04%
T AT&T Inc.	Communication Services	2.04%
TMO Thermo Fisher Scientific Inc.	Healthcare	2.04%
TMUS T-Mobile US, Inc.	Communication Services	2.04%
TTE TotalEnergies SE	Energy	2.04%
UTHR United Therapeutics Corporation	Healthcare	2.04%
VZ Verizon Communications Inc.	Communication Services	2.04%
WMB The Williams Companies, Inc.	Energy	2.04%
ZM Zoom Video Communications, Inc.	Communication Services	2.04%

Benchmark Against

Benchmark

S&P 500 Index

Rebalance

We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, or do not exist in our database: ATVI.