Managed by Grunden Financial Advisory, Inc. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $54.7M | 1.38M | 0.00% | — |
| 2 | ? N/A — | $54.6M | 1.42M | 0.00% | — |
| 3 | ? N/A — | $50.2M | 1.45M | 0.00% | — |
| 4 | ? N/A — | $49.1M | 1.37M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $49.1M |
| 1.43M |
| 0.00% |
| — |
| 6 | ? N/A — | $46.4M | 1.41M | 0.00% | — |
| 7 | ? N/A — | $45.8M | 1.42M | 0.00% | — |
| 8 | ? N/A — | $44.9M | 1.40M | 0.00% | — |
| 9 | ? N/A — | $41M | 1.40M | 0.00% | — |
| 10 | ? N/A — | $37.5M | 986.7K | 0.00% | — |
| 11 | ? N/A — | $36.6M | 970.3K | 0.00% | — |
| 12 | ? N/A — | $35.5M | 834.0K | 0.00% | — |
| 13 | ? N/A — | $34.9M | 816.8K | 0.00% | — |
| 14 | ? N/A — | $33.2M | 786.0K | 0.00% | — |
| 15 | ? N/A — | $32.9M | 925.1K | 0.00% | — |
| 16 | ? N/A — | $32.8M | 780.6K | 0.00% | — |
| 17 | ? N/A — | $31.4M | 761.1K | 0.00% | — |
| 18 | ? N/A — | $30.8M | 712.9K | 0.00% | — |
| 19 | ? N/A — | $29.2M | 702.5K | 0.00% | — |
| 20 | ? N/A — | $28.8M | 850.9K | 0.00% | — |