MB, LEVIS & ASSOCIATES, LLC Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$227.6B

Holdings

266

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
101
CBCHUBB LIMITED
277$80.2M0.04%
102
FTFRANKLIN UNVL TR
10,269$78.3M0.03%
103
ORCLORACLE CORP
355$77.7M0.03%
104
DEDEERE & CO
149$75.8M0.03%
105
AFLAFLAC INC
699$73.8M0.03%
106
BMYBRISTOL-MYERS SQUIBB CO
1,581$73.2M0.03%
107
COPCONOCOPHILLIPS
804$72.1M0.03%
108
IBBISHARES TR
552$69.8M0.03%
109
FDNFIRST TR EXCHANGE-TRADED FD
250$67.3M0.03%
110
RPMRPM INTL INC
609$66.9M0.03%
111
GQ9SPDR GOLD TR
206$62.8M0.03%
112
BABOEING CO
290$60.8M0.03%
113
ITWILLINOIS TOOL WKS INC
243$60.1M0.03%
114
HDHOME DEPOT INC
159$58.2M0.03%
115
TAT&T INC
2,002$57.9M0.03%
116
CMECME GROUP INC
210$57.9M0.03%
117
VYMVANGUARD WHITEHALL FDS
428$57.1M0.03%
118
VTIVANGUARD INDEX FDS
181$55.0M0.02%
119
BEPBROOKFIELD RENEWABLE PARTNER
2,035$51.9M0.02%
120
SPYSPDR S&P 500 ETF TR
83$51.3M0.02%
121
ULUNILEVER PLC
813$49.7M0.02%
122
VCRVANGUARD WORLD FD
124$44.9M0.02%
123
EX9EXELIXIS INC
1,000$44.1M0.02%
124
TDTORONTO DOMINION BK ONT
600$44.1M0.02%
125
TXNTEXAS INSTRS INC
210$43.7M0.02%
126
OXYOCCIDENTAL PETE CORP
1,025$43.1M0.02%
127
OKEONEOK INC NEW
514$42.0M0.02%
128
AMTAMERICAN TOWER CORP NEW
190$42.0M0.02%
129
MDLZMONDELEZ INTL INC
618$41.7M0.02%
130
HSYHERSHEY CO
247$40.9M0.02%
131
PANWPALO ALTO NETWORKS INC
200$40.9M0.02%
132
WBDWARNER BROS DISCOVERY INC
3,565$40.9M0.02%
133
CTVACORTEVA INC
548$40.8M0.02%
134
ADBEADOBE INC
105$40.6M0.02%
135
INTCINTEL CORP
1,805$40.4M0.02%
136
ECLECOLAB INC
150$40.4M0.02%
137
PPLPPL CORP
1,178$39.9M0.02%
138
SOSOUTHERN CO
423$38.8M0.02%
139
IWBISHARES TR
114$38.7M0.02%
140
MARMARRIOTT INTL INC NEW
137$37.4M0.02%
141
WFCWELLS FARGO CO NEW
466$37.3M0.02%
142
BNDVANGUARD BD INDEX FDS
486$35.8M0.02%
143
LDPCOHEN & STEERS LTD DURATION
1,706$35.8M0.02%
144
TMUST-MOBILE US INC
149$35.5M0.02%
145
ETNEATON CORP PLC
98$35.0M0.02%
146
OREALTY INCOME CORP
558$32.1M0.01%
147
IWDISHARES TR
164$31.9M0.01%
148
DISDISNEY WALT CO
252$31.2M0.01%
149
PRUPRUDENTIAL FINL INC
267$28.7M0.01%
150
JCPBJ P MORGAN EXCHANGE TRADED F
605$28.5M0.01%
151
FDVVFIDELITY COVINGTON TRUST
541$28.1M0.01%
152
COMPCOMPASS INC
4,300$27.0M0.01%
153
HDVISHARES TR
223$26.1M0.01%
154
VHTVANGUARD WORLD FD
100$24.8M0.01%
155
TSMTAIWAN SEMICONDUCTOR MFG LTD
105$23.7M0.01%
156
8CWCROWN CASTLE INC
230$23.6M0.01%
157
CGOCALAMOS GLOBAL TOTAL RETURN
1,982$23.2M0.01%
158
SMINISHARES TR
298$23.0M0.01%
159
GRMNGARMIN LTD
109$22.8M0.01%
160
CAPLCROSSAMERICA PARTNERS LP
1,081$22.6M0.01%
161
EDCONSOLIDATED EDISON INC
222$22.3M0.01%
162
GILDGILEAD SCIENCES INC
200$22.2M0.01%
163
IMNMIMMUNOME INC
2,373$22.1M0.01%
164
DTEDTE ENERGY CO
164$21.7M0.01%
165
CVSCVS HEALTH CORP
310$21.4M0.01%
166
VDCVANGUARD WORLD FD
97$21.2M0.01%
167
GDGENERAL DYNAMICS CORP
70$20.4M0.01%
168
ITOTISHARES TR
151$20.4M0.01%
169
EEMSISHARES INC
295$19.1M0.01%
170
VFHVANGUARD WORLD FD
137$17.4M0.01%
171
XELXCEL ENERGY INC
250$17.0M0.01%
172
IBTKISHARES TR
848$16.8M0.01%
173
AAXJISHARES TR
196$16.2M0.01%
174
BEPCBROOKFIELD RENEWABLE CORP
491$16.1M0.01%
175
IWSISHARES TR
119$15.7M0.01%
176
IWPISHARES TR
112$15.5M0.01%
177
IWMISHARES TR
67$14.5M0.01%
178
WCCWESCO INTL INC
77$14.2M0.01%
179
APOAPOLLO GLOBAL MGMT INC
100$14.2M0.01%
180
SYKSTRYKER CORPORATION
35$13.8M0.01%
181
AQLTISHARES TR
164$13.7M0.01%
182
FMSFRESENIUS MEDICAL CARE AG
478$13.7M0.01%
183
MCHIISHARES TR
224$12.3M0.01%
184
BPBP PLC
400$12.0M0.01%
185
BIPCBROOKFIELD INFRASTRUCTURE CO
275$11.4M0.01%
186
ALNYALNYLAM PHARMACEUTICALS INC
35$11.4M0.01%
187
ISRGINTUITIVE SURGICAL INC
21$11.4M0.01%
188
DVNDEVON ENERGY CORP NEW
349$11.1M0.00%
189
BCCCGLOBAL X FDS
250$10.9M0.00%
190
NTRNUTRIEN LTD
187$10.9M0.00%
191
ESSESSEX PPTY TR INC
37$10.5M0.00%
192
AIRRFIRST TR EXCHANGE TRADED FD
125$10.2M0.00%
193
TRVCCITIGROUP INC
118$10.0M0.00%
194
CHTRCHARTER COMMUNICATIONS INC N
24$9.8M0.00%
195
IWVISHARES TR
26$9.3M0.00%
196
DTMDT MIDSTREAM INC
82$9.0M0.00%
197
KDKYNDRYL HLDGS INC
210$8.8M0.00%
198
SEESEALED AIR CORP NEW
278$8.6M0.00%
199
IBITISHARES BITCOIN TRUST ETF
140$8.6M0.00%
200
VPLSVANGUARD MALVERN FDS
107$8.3M0.00%
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