Marie Hurabiell — 2026 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Other |
| Filing year | 2026 |
| Chamber | house |
| Bitcoin | $1,001 - $15,000 · Capital Gains |
| Dogecoin | $1 - $1,000 · Capital Gains |
| Ethereum | $1,001 - $15,000 · Capital Gains |
| NY 529 Plan | $50,001 - $100,000 · Tax-Deferred |
| Sky | $1 - $1,000 · Capital Gains |
| Steller Lumens | $1 - $1,000 · Capital Gains |
| Wells Fargo | $50,001 - $100,000 · Interest |
| XRP | $1 - $1,000 · Capital Gains |
| AIX Fund II | $15,001 - $50,000 · Capital Gains, Dividends |
| AIX LP | $100,001 - $250,000 · Capital Gains, Dividends |
| American Electric Power Company, Inc. (AEP) | $50,001 - $100,000 · Dividends |
| Fidelity 500 Index Fund (FXAIX) | $50,001 - $100,000 · None |
| Fidelity Capital Trust: Fidelity Focused Stock Fund (FTQGX) | $15,001 - $50,000 · None |
| Fidelity Europe Fund (FIEUX) | $100,001 - $250,000 · None |
| AAON, Inc. - Common Stock (AAON) | $1,001 - $15,000 · Dividends |
| AB Sustainable Global Thematic Fund - ADV (ATEYX) | $500,001 - $1,000,000 · Dividends |
| AbbVie Inc. Common Stock (ABBV) | $1 - $1,000 · Dividends |
| Adobe Inc. - Common Stock (ADBE) | $1 - $1,000 · Dividends |
| Agilysys, Inc. - Common Stock (AGYS) | $1,001 - $15,000 · Dividends |
| Airbnb, Inc. - Class A Common Stock (ABNB) | $15,001 - $50,000 · Dividends |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $1 - $1,000 · Dividends |
| Alphabet Inc. - Class C Capital Stock (GOOG) | $1,001 - $15,000 · Dividends |
| Amazon.com, Inc. - Common Stock (AMZN) | $250,001 - $500,000 · Dividends |
| AppFolio, Inc. - Class A Common Stock (APPF) | $15,001 - $50,000 · Dividends |
| Apple Inc. - Common Stock (AAPL) | $250,001 - $500,000 · Dividends |
| Ares Management Corporation Class A Common Stock (ARES) | $1,001 - $15,000 · None |
| Arthur J. Gallagher & Co. Common Stock (AJG) | $1,001 - $15,000 · None |
| Artivion, Inc. Common Stock (AORT) | $1,001 - $15,000 · None |
| ASML Holding N.V. - New York Registry Shares (ASML) | $1,001 - $15,000 · None |
| AstraZeneca PLC - American Depositary Shares (AZN) | $1,001 - $15,000 · Dividends |
| AT&T Inc. (T) | $15,001 - $50,000 · Dividends |
| Atlassian Corporation - Class A Common Stock (TEAM) | $1,001 - $15,000 · Dividends |
| Azenta, Inc. - Common Stock (AZTA) | $1,001 - $15,000 · Dividends |
| Badger Meter, Inc. Common Stock (BMI) | $1,001 - $15,000 · None |
| Balchem Corporation - Common Stock (BCPC) | $15,001 - $50,000 · Dividends |
| Bank of America Corporation Common Stock (BAC) | $15,001 - $50,000 · Dividends |
| Bio-Techne Corp - Common Stock (TECH) | $15,001 - $50,000 · Dividends |
| BlackRock, Inc. Common Stock (BLK) | $15,001 - $50,000 · Dividends |
| Blackstone Inc. Common Stock (BX) | $1 - $1,000 · Dividends |
| Blue Owl Tech Income Corp | $50,001 - $100,000 · Dividends |
| … | 243 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | CA |
| office | Representative, CA-11 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10075440 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10075440.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 283 |
| bioguide id | — |
| filing date | 2026-05-03 |
| filing year | 2026 |
| member last | Hurabiell |
| member name | Marie Hurabiell |
| report type | Other |
| member first | Marie |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 11 |
| liability count | 0 |
assets (283)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Bitcoin | CT | 1 | — | Capital Gains | $1,001 - $15,000 | — | — |
| — | — | — | Dogecoin | CT | 2 | — | Capital Gains | $1 - $1,000 | — | — |
| — | — | — | Ethereum | CT | 3 | — | Capital Gains | $1,001 - $15,000 | — | — |
| DC | — | CA | NY 529 Plan | 5F | 4 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Sky | CT | 5 | — | Capital Gains | $1 - $1,000 | — | — |
| — | — | — | Steller Lumens | CT | 6 | — | Capital Gains | $1 - $1,000 | — | — |
| — | — | — | Wells Fargo | BA | 7 | — | Interest | $50,001 - $100,000 | — | — |
| — | — | — | XRP | CT | 8 | — | Capital Gains | $1 - $1,000 | — | — |
| — | — | — | AIX Fund II | PS | 9 | 2nd Fund of AIX Ventures, in 2025 this investment showed a loss. | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
| — | — | — | AIX LP | PS | 10 | Initial AIX Ventures fund, a fund focused on investments in artificial intelligence | Capital Gains, Dividends | $100,001 - $250,000 | — | — |
| — | — | — | American Electric Power Company, Inc. (AEP) | ST | 11 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity 500 Index Fund (FXAIX) | MF | 12 | — | None | $50,001 - $100,000 | — | — |
| — | — | — | Fidelity Capital Trust: Fidelity Focused Stock Fund (FTQGX) | MF | 13 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Fidelity Europe Fund (FIEUX) | MF | 14 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | AAON, Inc. - Common Stock (AAON) | ST | 15 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | AB Sustainable Global Thematic Fund - ADV (ATEYX) | MF | 16 | — | Dividends | $500,001 - $1,000,000 | — | — |
| — | — | — | AbbVie Inc. Common Stock (ABBV) | ST | 17 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Adobe Inc. - Common Stock (ADBE) | ST | 18 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Agilysys, Inc. - Common Stock (AGYS) | ST | 19 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Airbnb, Inc. - Class A Common Stock (ABNB) | ST | 20 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 21 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 22 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 23 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | AppFolio, Inc. - Class A Common Stock (APPF) | ST | 24 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 25 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | Ares Management Corporation Class A Common Stock (ARES) | ST | 26 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Arthur J. Gallagher & Co. Common Stock (AJG) | ST | 27 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Artivion, Inc. Common Stock (AORT) | ST | 28 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | ASML Holding N.V. - New York Registry Shares (ASML) | ST | 29 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | AstraZeneca PLC - American Depositary Shares (AZN) | ST | 30 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | AT&T Inc. (T) | ST | 31 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Atlassian Corporation - Class A Common Stock (TEAM) | ST | 32 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Azenta, Inc. - Common Stock (AZTA) | ST | 33 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Badger Meter, Inc. Common Stock (BMI) | ST | 34 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Balchem Corporation - Common Stock (BCPC) | ST | 35 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Bank of America Corporation Common Stock (BAC) | ST | 36 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Bio-Techne Corp - Common Stock (TECH) | ST | 37 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | BlackRock, Inc. Common Stock (BLK) | ST | 38 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Blackstone Inc. Common Stock (BX) | ST | 39 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Blue Owl Tech Income Corp | FN | 40 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Booz Allen Hamilton Holding Corporation Common Stock (BAH) | ST | 41 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | BorgWarner Inc. Common Stock (BWA) | ST | 42 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Bright Horizons Family Solutions Inc. Common Stock (BFAM) | ST | 43 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 44 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Brown & Brown, Inc. Common Stock (BRO) | ST | 45 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | CA Health FACS Fing Kaiser Permanente | FN | 46 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | CA ST DPT WTR res water | FN | 47 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | CA ST various purp general purpose | FN | 48 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Cabrillo Calif Uni SCH Dist Primary/ Secondary Education | FN | 49 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Cadence Design Systems, Inc. - Common Stock (CDNS) | ST | 50 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Canadian Pacific Kansas City Limited Common Shares (CP) | ST | 51 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Carrier Global Corporation Common Stock (CARR) | ST | 52 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Casella Waste Systems, Inc. - Class A Common Stock (CWST) | ST | 53 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Caterpillar, Inc. Common Stock (CAT) | ST | 54 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | CBRE Group Inc Common Stock Class A (CBRE) | ST | 55 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | CCC Intelligent Solutions Holdings Inc. - Common Stock (CCC) | ST | 56 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Charles Schwab Corporation (SCHW) | ST | 57 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Chevron Corporation Common Stock (CVX) | ST | 58 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Cintas Corporation - Common Stock (CTAS) | ST | 59 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 60 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Clearwater Analytics Holdings, Inc. Class A Common Stock (CWAN) | ST | 61 | — | None | $1 - $1,000 | — | — |
| — | — | — | Clorox Company (CLX) | ST | 62 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Construction Partners, Inc. - Common Stock (ROAD) | ST | 63 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Copart, Inc. - Common Stock (CPRT) | ST | 64 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | CoStar Group, Inc. - Common Stock (CSGP) | ST | 65 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 66 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Crane NXT, Co. Common Stock (CXT) | ST | 67 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | ST | 68 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Crown Castle International Corp. | RE | 69 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | CSW Industrials, Inc. Common Stock (CSW) | ST | 70 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Cube Smart | RE | 71 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | CVS Health Corporation Common Stock (CVS) | ST | 72 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Danaher Corporation Common Stock (DHR) | ST | 73 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Datadog, Inc. - Class A Common Stock (DDOG) | ST | 74 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Deckers Outdoor Corporation (DECK) | ST | 75 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Digi International Inc. - Common Stock (DGII) | ST | 76 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Digital Realty Trust Inc | RE | 77 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Dollar General Corporation Common Stock (DG) | ST | 78 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Duke Energy Corporation (DUK) | ST | 79 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Eaton Corporation, PLC Ordinary Shares (ETN) | ST | 80 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Ecolab Inc. Common Stock (ECL) | ST | 81 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Edwards Lifesciences Corporation Common Stock (EW) | ST | 82 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Enpro Inc. Common Stock (NPO) | ST | 83 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Entegris, Inc. - Common Stock (ENTG) | ST | 84 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Equifax, Inc. Common Stock (EFX) | ST | 85 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | ESCO Technologies Inc. Common Stock (ESE) | ST | 86 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Exponent, Inc. - Common Stock (EXPO) | ST | 87 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Fastenal Company - Common Stock (FAST) | ST | 88 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Federal Signal Corporation Common Stock (FSS) | ST | 89 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | FirstService Corporation - Common Shares (FSV) | ST | 90 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Floor & Decor Holdings, Inc. Common Stock (FND) | ST | 91 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | GE Aerospace Common Stock (GE) | ST | 92 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Gilead Sciences, Inc. - Common Stock (GILD) | ST | 93 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Goosehead Insurance, Inc. - Class A Common Stock (GSHD) | ST | 94 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | GSK plc American Depositary Shares (GSK) | ST | 95 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Guidewire Software, Inc. Common Stock (GWRE) | ST | 96 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Heico Corporation Common Stock (HEI.A) | ST | 97 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Helios Technologies, Inc. Common Stock (HLIO) | ST | 98 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Home Depot, Inc. (HD) | ST | 99 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Intercontinental Exchange Inc. Common Stock (ICE) | ST | 100 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | International Business Machines Corporation Common Stock (IBM) | ST | 101 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Intuit Inc. - Common Stock (INTU) | ST | 102 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Intuitive Surgical, Inc. - Common Stock (ISRG) | ST | 103 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | iShares Core MSCI EAFE ETF (IEFA) | EF | 104 | — | Dividends | $500,001 - $1,000,000 | — | — |
| — | — | — | iShares Core S&P 500 ETF (IVV) | EF | 105 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | iShares Core S&P Mid-Cap ETF (IJH) | EF | 106 | — | None | $100,001 - $250,000 | — | — |
| — | — | — | iShares Core S&P Small-Cap ETF (IJR) | EF | 107 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | iShares MSCI Emerging Index Fund (EEM) | EF | 108 | — | Dividends | $500,001 - $1,000,000 | — | — |
| — | — | — | Kadant Inc Common Stock (KAI) | ST | 109 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Karman Holdings Inc. Common Stock (KRMN) | ST | 110 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Kern Calif CMNTY COLLEGE Dist FACS IMPT Dist NO 1 | FN | 111 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Kinsale Capital Group, Inc. (KNSL) | ST | 112 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | KKR & Co. Inc. Common Stock (KKR) | ST | 113 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | KKR Private Equity Conglomerate LLC Advisory | PS | 114 | An operating company formed to acquire, own and direct portfolio companies. | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | KLA Corporation - Common Stock (KLAC) | ST | 115 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Kodiak Gas Services, Inc. Common Stock (KGS) | ST | 116 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | LA Calif Dept WTR & Water | FN | 117 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | LA Calif MUN Impt Gen Purpose | FN | 118 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | LA Calif Uni Sch Primary/ Secondary Education | FN | 119 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | LA Cnty Calif Met Mass / Rapid Transit | FN | 120 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Legence Corp. - Class A Common stock (LGN) | ST | 121 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | LeMaitre Vascular, Inc. - Common Stock (LMAT) | ST | 122 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Lockheed Martin Corporation Common Stock (LMT) | ST | 123 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Lowe's Companies, Inc. Common Stock (LOW) | ST | 124 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | LyondellBasell Industries NV Ordinary Shares Class A (LYB) | ST | 125 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Magnolia Oil & Gas Corporation Class A Common Stock (MGY) | ST | 126 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Manhattan Associates, Inc. - Common Stock (MANH) | ST | 127 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Markel Group Inc. Common Stock (MKL) | ST | 128 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Marvell Technology, Inc. - Common Stock (MRVL) | ST | 129 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Mastercard Incorporated Common Stock (MA) | ST | 130 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Matador Resources Company Common Stock (MTDR) | ST | 131 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Medpace Holdings, Inc. - Common Stock (MEDP) | ST | 132 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Mercury Systems Inc - Common Stock (MRCY) | ST | 133 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Merit Medical Systems, Inc. - Common Stock (MMSI) | ST | 134 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Metropolitan WTR Dist CA Water | FN | 135 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Metropolitan WTR Dist SUTHN CA Water | FN | 136 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Mettler-Toledo International, Inc. Common Stock (MTD) | ST | 137 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Microchip Technology Incorporated - Common Stock (MCHP) | ST | 138 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 139 | — | Dividends | $250,001 - $500,000 | — | — |
| — | — | — | Miracosta Calif CMNTY College Public Higher Ed | FN | 140 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Mirion Technologies, Inc. Class A Common Stock (MIR) | ST | 141 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Monolithic Power Systems, Inc. - Common Stock (MPWR) | ST | 142 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Moody's Corporation Common Stock (MCO) | ST | 143 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Morgan Stanley Common Stock (MS) | ST | 144 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Morningstar, Inc. - Common Stock (MORN) | ST | 145 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Mount San Antonio Calif CMNTY Public Higher Ed | FN | 146 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | MSA Safety Incorporated Common Stock (MSA) | ST | 147 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | MSCI Inc. Common Stock (MSCI) | ST | 148 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | nCino, Inc. - Common Stock (NCNO) | ST | 149 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Nike, Inc. Common Stock (NKE) | ST | 150 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Norfolk Southern Corporation Common Stock (NSC) | ST | 151 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Novanta Inc. - Common Shares (NOVT) | ST | 152 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 153 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Old Dominion Freight Line, Inc. - Common Stock (ODFL) | ST | 154 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Palo Alto Networks, Inc. (PANW) | ST | 155 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | PepsiCo, Inc. - Common Stock (PEP) | ST | 156 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Pfizer, Inc. Common Stock (PFE) | ST | 157 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | PNC Financial Services Group, Inc. (PNC) | ST | 158 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 159 | — | None | $1 - $1,000 | — | — |
| — | — | — | Progressive Corporation (PGR) | ST | 160 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | PTC Inc. - Common Stock (PTC) | ST | 161 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Public Storage | RE | 162 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Q2 Holdings, Inc. Common Stock (QTWO) | ST | 163 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | QUALCOMM Incorporated - Common Stock (QCOM) | ST | 164 | — | None | $1 - $1,000 | — | — |
| — | — | — | RBC Bearings Incorporated Common Stock (RBC) | ST | 165 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Reinsurance Group of America, Incorporated Common Stock (RGA) | ST | 166 | — | None | $1 - $1,000 | — | — |
| — | — | — | Repligen Corporation - Common Stock (RGEN) | ST | 167 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Republic Services, Inc. Common Stock (RSG) | ST | 168 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Restaurant Brands International Inc. Common Shares (QSR) | ST | 169 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Robinhood Markets, Inc. - Class A Common Stock (HOOD) | ST | 170 | — | None | $1 - $1,000 | — | — |
| — | — | — | S&P Global Inc. Common Stock (SPGI) | ST | 171 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Samsara Inc. Class A Common Stock (IOT) | ST | 172 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | San Diego Calif UNI Sch Dist Primary/ Secondary Ed | FN | 173 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Santa Clara VY Calif WTR Dist Water | FN | 174 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | SF Calif City & Mission Bay South Pub Impts | FN | 175 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | SF Calif City & Water | FN | 176 | — | Tax-Deferred | $100,001 - $250,000 | — | — |
| — | — | — | Sherwin-Williams Company (SHW) | ST | 177 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) | ST | 178 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Simpson Manufacturing Company, Inc. Common Stock (SSD) | ST | 179 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | SiteOne Landscape Supply, Inc. Common Stock (SITE) | ST | 180 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Snowflake Inc. Common Stock (SNOW) | ST | 181 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Spotify Technology S.A. Ordinary Shares (SPOT) | ST | 182 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | SPX Technologies, Inc. Common Stock (SPXC) | ST | 183 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | STERIS plc (STE) | ST | 184 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Stevanato Group S.p.A. Ordinary Shares (STVN) | ST | 185 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Synchrony Financial Common Stock (SYF) | ST | 186 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | T-Mobile US, Inc. (TMUS) | ST | 187 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST | 188 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Target Corporation Common Stock (TGT) | ST | 189 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Texas Instruments Incorporated - Common Stock (TXN) | ST | 190 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Transcat, Inc. - Common Stock (TRNS) | ST | 191 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Transdigm Group Incorporated Common Stock (TDG) | ST | 192 | — | None | $15,001 - $50,000 | — | — |
| — | — | — | Tyler Technologies, Inc. Common Stock (TYL) | ST | 193 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | U.S. Bancorp Common Stock (USB) | ST | 194 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Uber Technologies, Inc. Common Stock (UBER) | ST | 195 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | UL Solutions Inc. Class A Common Stock (ULS) | ST | 196 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Union Pacific Corporation Common Stock (UNP) | ST | 197 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | United Parcel Service, Inc. Common Stock (UPS) | ST | 198 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Univ Calif Regts Med Ctr Hospitals | FN | 199 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Universal Technical Institute Inc Common Stock (UTI) | ST | 200 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Veeva Systems Inc. Class A Common Stock (VEEV) | ST | 201 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Veralto Corp Common Stock (VLTO) | ST | 202 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Vericel Corporation - Common Stock (VCEL) | ST | 203 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 204 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 205 | — | Dividends | $100,001 - $250,000 | — | — |
| — | — | — | Vulcan Materials Company (VMC) | ST | 206 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Walmart Inc. - Common Stock (WMT) | ST | 207 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Waste Connections, Inc. Common Shares (WCN) | ST | 208 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | WD-40 Company - Common Stock (WDFC) | ST | 209 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | West Pharmaceutical Services, Inc. Common Stock (WST) | ST | 210 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Western Placer Calif Waste Materials Recovery FAC | FN | 211 | — | Tax-Deferred | $50,001 - $100,000 | — | — |
| — | — | — | Western Union Company (WU) | ST | 212 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Williams Companies, Inc. (WMB) | ST | 213 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Workiva Inc. Class A Common Stock (WK) | ST | 214 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Xylem Inc. Common Stock New (XYL) | ST | 215 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | AutoNation, Inc. Common Stock (AN) | ST | 216 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | BTCS Inc. - Common Stock (BTCS) | ST | 217 | — | None | $1 - $1,000 | — | — |
| — | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 218 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Ericsson - American Depositary Shares each representing 1 underlying Class B share (ERIC) | ST | 219 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 220 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | SAFEGUARD SCIENTIFICS INC (SFES) | ST | 221 | — | None | $1 - $1,000 | — | — |
| — | — | — | BP p.l.c. Common Stock (BP) | ST | 222 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Braze, Inc. - Class A Common Stock (BRZE) | ST | 223 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Citigroup, Inc. Common Stock (C) | ST | 224 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Columbia Seligman Technology and Information Fund Class I2 (SCMIX) | MF | 225 | — | Capital Gains | $100,001 - $250,000 | — | — |
| — | — | — | Invesco Charter Fund Class Y (CHTYX) | MF | 226 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Invesco NASDAQ 100 ETF (QQQM) | EF | 227 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | iShares 0-5 Year TIPS Bond ETF (STIP) | EF | 228 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | iShares 7-10 Year Treasury Bond ETF (IEF) | EF | 229 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | iShares Core MSCI Emerging Markets ETF (IEMG) | EF | 230 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares Core U.S. Aggregate Bond ETF (AGG) | EF | 231 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | iShares MSCI EAFE ETF (EFA) | EF | 232 | — | Dividends | $50,001 - $100,000 | — | — |
| — | — | — | Johnson & Johnson Common Stock (JNJ) | ST | 233 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Putnam Sustainable Leaders Fund Class Y (PNOYX) | MF | 234 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | The AB Portfolios - AB Growth Fund - Advisor Class (AGRYX) | MF | 235 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Intermediate-Term Corporate Bond ETF (VCIT) | EF | 236 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Mortgage-Backed Securities ETF (VMBS) | EF | 237 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Real Estate ETF (VNQ) | EF | 238 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Short-Term Corporate Bond ETF (VCSH) | EF | 239 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Small-Cap Growth ETF (VBK) | EF | 240 | — | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 241 | — | Dividends | $25,000,001 - $50,000,000 | — | — |
| — | — | — | Albemarle Corporation Common Stock (ALB) | ST | 242 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 243 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Applied Materials, Inc. - Common Stock (AMAT) | ST | 244 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | BioLineRx Ltd. - American Depositary Shares (BLRX) | ST | 245 | — | None | $1 - $1,000 | — | — |
| — | — | — | BioLineRx Ltd. - American Depositary Shares (BLRX) | ST | 246 | — | None | $1 - $1,000 | — | — |
| — | — | — | Cenovus Energy Inc Common Stock (CVE) | ST | 247 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Citigroup, Inc. Common Stock (C) | ST | 248 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Coinbase Global, Inc. - Class A Common Stock (COIN) | ST | 249 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Constellation Energy Corporation - Common Stock When-Issued (CEG) | ST | 250 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Delta Air Lines, Inc. Common Stock (DAL) | ST | 251 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Dow Inc. Common Stock (DOW) | ST | 252 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | EAGLE POINT CREDIT CO | BA | 253 | — | None | None | — | — |
| — | — | — | eBay Inc. - Common Stock (EBAY) | ST | 254 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Exelon Corporation (EXC) | ST | 255 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Federal Home Loan Mortgage Corporation Common Stock (FMCC) | ST | 256 | — | None | $1 - $1,000 | — | — |
| — | — | — | GE Aerospace Common Stock (GE) | ST | 257 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | GE HealthCare Technologies Inc. - Common Stock (GEHC) | ST | 258 | — | None | $1 - $1,000 | — | — |
| — | — | — | GE Vernova Inc. Common Stock (GEV) | ST | 259 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Guardant Health, Inc. - Common Stock (GH) | ST | 260 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | IonQ, Inc. Common Stock (IONQ) | ST | 261 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | LIBERTY GOLD CORP ORD (LGDTF) | ST | 262 | — | None | $1 - $1,000 | — | — |
| — | — | — | Liberty Interactive Corporation - Series A QVC Group (QVCA) | ST | 263 | — | None | $1 - $1,000 | — | — |
| — | — | — | Macy's Inc Common Stock (M) | ST | 264 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 265 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 266 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | NatWest Group plc American Depositary Shares, (NWG) | ST | 267 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Nokia Corporation Sponsored American Depositary Shares (NOK) | ST | 268 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 269 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Organon & Co. Common Stock (OGN) | ST | 270 | — | None | $1 - $1,000 | — | — |
| — | — | — | Pacific Gas & Electric Co. Common Stock (PCG) | ST | 271 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | PayPal Holdings, Inc. - Common Stock (PYPL) | ST | 272 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Pfizer, Inc. Common Stock (PFE) | ST | 273 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Pixelworks, Inc. - Common Stock (PXLW) | ST | 274 | — | None | $1 - $1,000 | — | — |
| — | — | — | QUALCOMM Incorporated - Common Stock (QCOM) | ST | 275 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | QVC Group, Inc. - 8.0% Fixed Rate Cumulative Redeemable Preferred Stock (QVCGP) | ST | 276 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | State Street Financial Select Sector SPDR ETF (XLF) | EF | 277 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Sunrun Inc. - Common Stock (RUN) | ST | 278 | — | None | $1 - $1,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 279 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | The AES Corporation Common Stock (AES) | ST | 280 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | United Parcel Service, Inc. Common Stock (UPS) | ST | 281 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Viatris Inc. - Common Stock (VTRS) | ST | 282 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 283 | — | Capital Gains, Dividends | $15,001 - $50,000 | — | — |
liabilities (0)
None listed.