Susan Copius Altman — 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 |
| American Mutual Fund, Class F-2 Shares (AMRFX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Dimensional Emerging Core Equity Market ETF (DFAE) | $1,001 - $15,000 · Dividends |
| Fidelity 500 Index Fund (FXAIX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity Advisor International Discovery Fund: Class I (FIADX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity Advisor Mega Cap Stock Fd Cl Z (FZALX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity Cash Reserves (FDRXX) | $1,001 - $15,000 · Dividends |
| Fidelity Contra Fund (FCNTX) | $1,001 - $15,000 · Capital Gains |
| Fidelity Emerging Markets Fund (FEMKX) | $1,001 - $15,000 · Dividends |
| Fidelity Emerging Markets Index Fund (FPADX) | $1,001 - $15,000 · Dividends |
| Fidelity Enhanced Large Cap Core ETF (FELC) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity Fundamental Small-Mid Cap ETF (FFSM) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity Growth Company Fund Retail Class (FDGRX) | $1,001 - $15,000 · Capital Gains |
| Fidelity Intermediate Municipal Income Fund (FLTMX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity International Index Fund (FSPSX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity International Value Fund (FIVLX) | $1,001 - $15,000 · Dividends |
| Fidelity Large Cap Stock Fund (FLCSX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity Magellan (FMAGX) | $1,001 - $15,000 · None |
| Fidelity Mid Cap Index Fund (FSMDX) | $1 - $1,000 · Dividends |
| Fidelity Momentum Factor ETF (FDMO) | $1,001 - $15,000 · Dividends |
| Fidelity Overseas Fund (FOSFX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Fidelity SAI Emerging Markets Value Index Fund (FEMVX) | $1,001 - $15,000 · Dividends |
| Fidelity Small Cap Index Fund (FSSNX) | $1,001 - $15,000 · Dividends |
| Franklin New Jersey Tax-Free Income Fund Class Advisor (FNJZX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Hartford Core Equity Fund Class R6 (HAITX) | $1,001 - $15,000 · Capital Gains, Dividends |
| iShares MSCI EAFE Value ETF (EFV) | $1,001 - $15,000 · Dividends |
| iShares MSCI Intl Value Factor ETF (IVLU) | $1,001 - $15,000 · Dividends |
| iShares MSCI USA Min Vol Factor ETF (USMV) | $1,001 - $15,000 · Dividends |
| iShares MSCI USA Quality Factor ETF (QUAL) | $1,001 - $15,000 · Dividends |
| iShares National Muni Bond ETF (MUB) | $1,001 - $15,000 · Dividends |
| iShares Russell 1000 ETF (IWB) | $1,001 - $15,000 · Dividends |
| iShares S&P Mid-Cap 400 Value ETF (IJJ) | $1,001 - $15,000 · Dividends |
| MFS International Equity Fund - Class A (MIEJX) | $1,001 - $15,000 · Capital Gains, Dividends |
| Schwab U.S. REIT ETF (SCHH) | $1,001 - $15,000 · Dividends |
| Spahn & Rose Lumber Co. | $15,001 - $50,000 · Dividends |
| T. Rowe Price Large-Cap Growth Fund (TRGOX) | $1,001 - $15,000 · Capital Gains |
| Truist Account | $15,001 - $50,000 · Interest |
| Vanguard Mid-Cap ETF (VO) | $1,001 - $15,000 · Dividends |
| Accenture plc Class A Ordinary Shares (ACN) | $1,001 - $15,000 · Tax-Deferred |
| Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 · Tax-Deferred |
| Alphabet Inc. - Class A Common Stock (GOOGL) | $15,001 - $50,000 · Tax-Deferred |
| … | 140 more assets: every one is in the complete record on this filing's page |
The complete record
| party | — |
| state | NJ |
| office | Representative, NJ-12 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10076280 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2026/10076280.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 180 |
| bioguide id | — |
| filing date | 2026-05-04 |
| filing year | 2026 |
| member last | Altman |
| member name | Susan Copius Altman |
| report type | Other |
| member first | Susan Copius |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 12 |
| liability count | 0 |
assets (180)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | American Mutual Fund, Class F-2 Shares (AMRFX) | MF | 1 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Dimensional Emerging Core Equity Market ETF (DFAE) | EF | 2 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity 500 Index Fund (FXAIX) | MF | 3 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Advisor International Discovery Fund: Class I (FIADX) | MF | 4 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Advisor Mega Cap Stock Fd Cl Z (FZALX) | MF | 5 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 6 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Contra Fund (FCNTX) | MF | 7 | — | Capital Gains | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Emerging Markets Fund (FEMKX) | MF | 8 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Emerging Markets Index Fund (FPADX) | MF | 9 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Enhanced Large Cap Core ETF (FELC) | EF | 10 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Fundamental Small-Mid Cap ETF (FFSM) | EF | 11 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Growth Company Fund Retail Class (FDGRX) | MF | 12 | — | Capital Gains | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Intermediate Municipal Income Fund (FLTMX) | MF | 13 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity International Index Fund (FSPSX) | MF | 14 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity International Value Fund (FIVLX) | MF | 15 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Large Cap Stock Fund (FLCSX) | MF | 16 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Magellan (FMAGX) | MF | 17 | — | None | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Mid Cap Index Fund (FSMDX) | MF | 18 | — | Dividends | $1 - $1,000 | — | — |
| — | — | — | Fidelity Momentum Factor ETF (FDMO) | EF | 19 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Overseas Fund (FOSFX) | MF | 20 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity SAI Emerging Markets Value Index Fund (FEMVX) | MF | 21 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Small Cap Index Fund (FSSNX) | MF | 22 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Franklin New Jersey Tax-Free Income Fund Class Advisor (FNJZX) | MF | 23 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Hartford Core Equity Fund Class R6 (HAITX) | MF | 24 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares MSCI EAFE Value ETF (EFV) | EF | 25 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares MSCI Intl Value Factor ETF (IVLU) | EF | 26 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares MSCI USA Min Vol Factor ETF (USMV) | EF | 27 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares MSCI USA Quality Factor ETF (QUAL) | EF | 28 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares National Muni Bond ETF (MUB) | EF | 29 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares Russell 1000 ETF (IWB) | EF | 30 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | iShares S&P Mid-Cap 400 Value ETF (IJJ) | EF | 31 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | MFS International Equity Fund - Class A (MIEJX) | MF | 32 | — | Capital Gains, Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Schwab U.S. REIT ETF (SCHH) | EF | 33 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Spahn & Rose Lumber Co. | PS | 34 | Retail lumber | Dividends | $15,001 - $50,000 | — | — |
| — | — | — | T. Rowe Price Large-Cap Growth Fund (TRGOX) | MF | 35 | — | Capital Gains | $1,001 - $15,000 | — | — |
| — | — | — | Truist Account | BA | 36 | — | Interest | $15,001 - $50,000 | — | — |
| — | — | — | Vanguard Mid-Cap ETF (VO) | EF | 37 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Accenture plc Class A Ordinary Shares (ACN) | ST | 38 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Advanced Micro Devices, Inc. (AMD) | ST | 39 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Alphabet Inc. - Class A Common Stock (GOOGL) | ST | 40 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Alphabet Inc. - Class C Capital Stock (GOOG) | ST | 41 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amazon.com, Inc. - Common Stock (AMZN) | ST | 42 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | American Express Company Common Stock (AXP) | ST | 43 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Amphenol Corporation Common Stock (APH) | ST | 44 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Analog Devices, Inc. - Common Stock (ADI) | ST | 45 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Annaly Capital Management Inc. Common Stock (NLY) | ST | 46 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Apple Inc. - Common Stock (AAPL) | ST | 47 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Applovin Corporation - Class A Common Stock (APP) | ST | 48 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Arista Networks, Inc. Common Stock (ANET) | ST | 49 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AstraZeneca PLC - American Depositary Shares (AZN) | ST | 50 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AutoZone, Inc. Common Stock (AZO) | ST | 51 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Bank of America Corporation Common Stock (BAC) | ST | 52 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) | ST | 53 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Biogen Inc. - Common Stock (BIIB) | ST | 54 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | BlackRock, Inc. Common Stock (BLK) | ST | 55 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Boeing Company (BA) | ST | 56 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Boston Scientific Corporation Common Stock (BSX) | ST | 57 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | British American Tobacco Industries, p.l.c. Common Stock ADR (BTI) | ST | 58 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Broadcom Inc. - Common Stock (AVGO) | ST | 59 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Brown & Brown, Inc. Common Stock (BRO) | ST | 60 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) | ST | 61 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cadence Design Systems, Inc. - Common Stock (CDNS) | ST | 62 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Capital One Financial Corporation Common Stock (COF) | ST | 63 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cencora, Inc. Common Stock (COR) | ST | 64 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cintas Corporation - Common Stock (CTAS) | ST | 65 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cisco Systems, Inc. - Common Stock (CSCO) | ST | 66 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | CME Group Inc. - Class A Common Stock (CME) | ST | 67 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Coca-Cola Company (KO) | ST | 68 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Colgate-Palmolive Company Common Stock (CL) | ST | 69 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Constellation Brands, Inc. Common Stock (STZ) | ST | 70 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Corteva, Inc. Common Stock (CTVA) | ST | 71 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Costco Wholesale Corporation - Common Stock (COST) | ST | 72 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | CRH PLC Ordinary Shares (CRH) | ST | 73 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Crown Holdings, Inc. (CCK) | ST | 74 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Cummins Inc. Common Stock (CMI) | ST | 75 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | CVS Health Corporation Common Stock (CVS) | ST | 76 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Deere & Company Common Stock (DE) | ST | 77 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Dover Corporation Common Stock (DOV) | ST | 78 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eaton Corporation, PLC Ordinary Shares (ETN) | ST | 79 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eli Lilly and Company Common Stock (LLY) | ST | 80 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Emerson Electric Company Common Stock (EMR) | ST | 81 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Eversource Energy (ES) | ST | 82 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | ExlService Holdings, Inc. - Common Stock (EXLS) | ST | 83 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | FedEx Corporation Common Stock (FDX) | ST | 84 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ferguson Enterprises Inc. Common Stock (FERG) | ST | 85 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Fidelity Cash Reserves (FDRXX) | MF | 86 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | FIRST QUANTUM MINERALS (FQVLF) | ST | 87 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | GE Aerospace Common Stock (GE) | ST | 88 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | GE Vernova Inc. Common Stock (GEV) | ST | 89 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Gen Digital Inc. - Common Stock (GEN) | ST | 90 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Gilead Sciences, Inc. - Common Stock (GILD) | ST | 91 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | GSK plc American Depositary Shares (GSK) | ST | 92 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | H&R Block, Inc. Common Stock (HRB) | ST | 93 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Haleon plc American Depositary Shares (HLN) | ST | 94 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | HCA Healthcare, Inc. Common Stock (HCA) | ST | 95 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Heico Corporation Common Stock (HEI.A) | ST | 96 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Hilton Worldwide Holdings Inc. Common Stock (HLT) | ST | 97 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ingersoll Rand Inc. Common Stock (IR) | ST | 98 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Intel Corporation - Common Stock (INTC) | ST | 99 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Interactive Brokers Group, Inc. - Class A Common Stock (IBKR) | ST | 100 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | JP Morgan Chase & Co. Common Stock (JPM) | ST | 101 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Keurig Dr Pepper Inc. (KDP) | ST | 102 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | KLA Corporation - Common Stock (KLAC) | ST | 103 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Knight-Swift Transportation Holdings Inc. (KNX) | ST | 104 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Kroger Company (KR) | ST | 105 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lam Research Corporation - Common Stock (LRCX) | ST | 106 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Linde plc - Ordinary Shares (LIN) | ST | 107 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lockheed Martin Corporation Common Stock (LMT) | ST | 108 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lowe's Companies, Inc. Common Stock (LOW) | ST | 109 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | lululemon athletica inc. - Common Stock (LULU) | ST | 110 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Lumentum Holdings Inc. - Common Stock (LITE) | ST | 111 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | M&T Bank Corporation Common Stock (MTB) | ST | 112 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Marriott International - Class A Common Stock (MAR) | ST | 113 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Marsh Common Stock (MRSH) | ST | 114 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Martin Marietta Materials, Inc. Common Stock (MLM) | ST | 115 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Marvell Technology, Inc. - Common Stock (MRVL) | ST | 116 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Mastercard Incorporated Common Stock (MA) | ST | 117 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | McKesson Corporation Common Stock (MCK) | ST | 118 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Merck & Company, Inc. Common Stock (MRK) | ST | 119 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Meta Platforms, Inc. - Class A Common Stock (META) | ST | 120 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Micron Technology, Inc. - Common Stock (MU) | ST | 121 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Microsoft Corporation - Common Stock (MSFT) | ST | 122 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Mondelez International, Inc. - Class A Common Stock (MDLZ) | ST | 123 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Monolithic Power Systems, Inc. - Common Stock (MPWR) | ST | 124 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Moody's Corporation Common Stock (MCO) | ST | 125 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Motorola Solutions, Inc. Common Stock (MSI) | ST | 126 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | National Grid Transco, PLC National Grid PLC (NGG) | ST | 127 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Netflix, Inc. - Common Stock (NFLX) | ST | 128 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Newmont Corporation (NEM) | ST | 129 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Northern Trust Corporation - Common Stock (NTRS) | ST | 130 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Northrop Grumman Corporation Common Stock (NOC) | ST | 131 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Nutrien Ltd. Common Shares (NTR) | ST | 132 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | NVIDIA Corporation - Common Stock (NVDA) | ST | 133 | — | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | O'Reilly Automotive, Inc. - Common Stock (ORLY) | ST | 134 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Pacific Gas & Electric Co. Common Stock (PCG) | ST | 135 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Pentair plc. Ordinary Share (PNR) | ST | 136 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Philip Morris International Inc Common Stock (PM) | ST | 137 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | PNC Financial Services Group, Inc. (PNC) | ST | 138 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Procter & Gamble Company (PG) | ST | 139 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Quanta Services, Inc. Common Stock (PWR) | ST | 140 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Regal Rexnord Corporation Common Stock (RRX) | ST | 141 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Republic Services, Inc. Common Stock (RSG) | ST | 142 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Rollins, Inc. Common Stock (ROL) | ST | 143 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Ross Stores, Inc. - Common Stock (ROST) | ST | 144 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | RTX Corporation Common Stock (RTX) | ST | 145 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | S&P Global Inc. Common Stock (SPGI) | ST | 146 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Salesforce, Inc. Common Stock (CRM) | ST | 147 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Southern Company (SO) | ST | 148 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Sprouts Farmers Market, Inc. - Common Stock (SFM) | ST | 149 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Synopsys, Inc. - Common Stock (SNPS) | ST | 150 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | ST | 151 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Target Corporation Common Stock (TGT) | ST | 152 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Tesla, Inc. - Common Stock (TSLA) | ST | 153 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Bank of New York Mellon Corporation Common Stock (BK) | ST | 154 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Cigna Group Common Stock (CI) | ST | 155 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Hartford Insurance Group, Inc. Common Stock (HIG) | ST | 156 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | The Travelers Companies, Inc. Common Stock (TRV) | ST | 157 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Thermo Fisher Scientific Inc Common Stock (TMO) | ST | 158 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Trane Technologies plc (TT) | ST | 159 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Transdigm Group Incorporated Common Stock (TDG) | ST | 160 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | U.S. Bancorp Common Stock (USB) | ST | 161 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | UCB SA UNSP/ADR (UCBJY) | ST | 162 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | United Parcel Service, Inc. Common Stock (UPS) | ST | 163 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | UnitedHealth Group Incorporated Common Stock (UNH) | ST | 164 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | US Foods Holding Corp. Common Stock (USFD) | ST | 165 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Visa Inc. (V) | ST | 166 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Vulcan Materials Company (VMC) | ST | 167 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Walt Disney Company (DIS) | ST | 168 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | ST | 169 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Waste Connections, Inc. Common Shares (WCN) | ST | 170 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Wells Fargo & Company Common Stock (WFC) | ST | 171 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Welltower Inc. Common Stock (WELL) | ST | 172 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Western Digital Corporation - Common Stock (WDC) | ST | 173 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) | ST | 174 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) | ST | 175 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | American Tower Corporation (AMT) | ST | 176 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | AT&T Inc. (T) | ST | 177 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | CVS Health Corporation Common Stock (CVS) | ST | 178 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Verizon Communications Inc. Common Stock (VZ) | ST | 179 | — | Tax-Deferred | $1,001 - $15,000 | — | — |
| — | — | — | Brighthouse Funds Trust II - BlackRock Ultra-Short Term Bond Portfolio Class A | OT | 180 | Bond portfolio | Tax-Deferred | $15,001 - $50,000 | — | — |
liabilities (0)
None listed.