Glenview Trust Co

$6.4B reported 13(f) long value · latest quarter 2026-03-31 · CIK 0001691827 · EDGAR ↗

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗

Period

$6.4B

reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away

791

positionsALL retained default holdings for this (filer, period), including NULL-value ones

new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31

exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Δ sharesreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
NVIDIA CORPORATION COMposition key `pos:16535` · issuer key `iss:1593`	trim	−$42.4M	−24,634	$588M	$545M	3,151,629	3,126,995
APPLE INC COMposition key `pos:14088` · issuer key `iss:219`	add	−$10.9M	+32,927	$290M	$279M	1,068,348	1,101,275
ISHARES TR CORE S&P500 ETFposition key `pos:11149` · issuer key `iss:1231`	add	−$9.2M	+671	$209M	$200M	305,206	305,877
ALPHABET INC CAP STK CL Aposition key `pos:16029` · issuer key `iss:152`	add	−$15.0M	+6,687	$208M	$193M	663,841	670,528
MICROSOFT CORP COMposition key `pos:12680` · issuer key `iss:1473`	add	−$44.5M	+24,808	$229M	$184M	473,004	497,812
ELI LILLY & CO COMposition key `pos:16757` · issuer key `iss:1353`	trim	−$30.7M	−1,448	$204M	$173M	189,819	188,371
ISHARES TR FLTG RATE NT ETFposition key `sid:sec:prov:5a7fcb3dee6c4561333e06d370e28221` · issuer key `cusip6:46429B`	add	+$11.3M	+216,519	$148M	$159M	2,913,609	3,130,128
BROADCOM INC COMposition key `pos:13695` · issuer key `iss:441`	trim	−$18.7M	−3,470	$166M	$148M	480,662	477,192
GOLDMAN SACHS ETF TR ACTIVEBETA US LGposition key `sid:sec:prov:7e3935dc1f8b30677f3ae168aaf27ee0` · issuer key `cusip6:381430`	trim	−$9.1M	−5,828	$154M	$144M	1,160,528	1,154,700
AMAZON COM INC COMposition key `pos:15054` · issuer key `iss:159`	add	−$5.9M	+40,271	$146M	$140M	633,493	673,764
ISHARES TR RUS MID CAP ETFposition key `pos:16961` · issuer key `iss:1231`	add	+$5.5M	+44,178	$126M	$131M	1,306,463	1,350,641
JPMORGAN CHASE & CO COMposition key `pos:18958` · issuer key `iss:1247`	trim	−$12.8M	−5,277	$129M	$116M	399,413	394,136
META PLATFORMS INC CL Aposition key `pos:12241` · issuer key `iss:891`	add	−$14.7M	+4,382	$129M	$115M	195,972	200,354
WALMART INC COMposition key `pos:14365` · issuer key `iss:2299`	add	+$12.2M	+7,528	$97.2M	$109M	872,745	880,273
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGYposition key `sid:sec:prov:f35bddf030a6dfbadd581061c9aa8705` · issuer key `cusip6:33738D`	trim	+$13.6M	−19,563	$94.5M	$108M	2,494,516	2,474,953
STATE STR SPDR S&P 500 ETF T TR UNITposition key `pos:12423` · issuer key `iss:1897`	add	−$2.5M	+3,859	$107M	$105M	157,557	161,416
J P MORGAN EXCHANGE TRADED F FLEXIBLE DEBT ETposition key `sid:sec:prov:9576abf30cbee2cfb2e19c441caa27f0` · issuer key `cusip6:46654Q`	add	+$3.7M	+97,470	$100M	$104M	1,997,360	2,094,830
ABBVIE INC COMposition key `pos:16392` · issuer key `iss:41`	add	−$3.3M	+5,930	$94.9M	$91.6M	415,327	421,257
T ROWE PRICE ETF INC PRICE BLUE CHIPposition key `sid:sec:prov:5be6d9f46806650e79358b159f7acfac` · issuer key `cusip6:87283Q`	add	−$6.0M	+114,354	$97.1M	$91.1M	1,946,936	2,061,290
MASTERCARD INCORPORATED CL Aposition key `pos:15086` · issuer key `iss:1433`	add	−$10.6M	+3,931	$101M	$90.0M	176,207	180,138
ISHARES TR CORE S&P SCP ETFposition key `pos:14911` · issuer key `iss:1231`	add	+$3.9M	+8,453	$82.5M	$86.4M	686,681	695,134
GOLDMAN SACHS GROUP INC COMposition key `pos:12796` · issuer key `iss:1024`	add	−$2.1M	+1,290	$86.3M	$84.1M	98,163	99,453
PROCTER & GAMBLE CO COMposition key `pos:15878` · issuer key `iss:1758`	add	+$12.0M	+80,350	$54.5M	$66.5M	380,127	460,477
BERKSHIRE HATHAWAY INC DEL CL B NEWposition key `pos:12054` · issuer key `iss:360`	add	−$1.9M	+2,186	$63.1M	$61.2M	125,602	127,788
INTUITIVE SURGICAL INC COM NEWposition key `pos:17712` · issuer key `iss:1213`	add	−$9.3M	+6,572	$66.1M	$56.8M	116,662	123,234
AMERICAN CENTY ETF TR US LARGE CAP VLUposition key `sid:sec:prov:109b3667bed2ce7c3e9396f31cc3bc7e` · issuer key `cusip6:025072`	add	+$7.4M	+52,937	$49.0M	$56.4M	647,157	700,094
LOWES COS INC COMposition key `pos:17070` · issuer key `iss:1374`	add	+$1.8M	+11,857	$50.1M	$51.9M	207,797	219,654
CHEVRON CORPORATION COMposition key `pos:12570` · issuer key `iss:572`	trim	+$13.3M	−951	$37.7M	$51.0M	247,520	246,569
EXXON MOBIL CORP COMposition key `pos:15436` · issuer key `iss:879`	add	+$14.4M	+184	$35.0M	$49.3M	290,509	290,693
BOEING CO COMposition key `pos:18124` · issuer key `iss:412`	add	−$1.8M	+12,089	$50.2M	$48.4M	231,314	243,403
VANGUARD INDEX FDS REAL ESTATE ETFposition key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908`	add	+$4.6M	+50,764	$43.7M	$48.3M	493,799	544,563
CATERPILLAR INC COMposition key `pos:14306` · issuer key `iss:537`	trim	+$8.4M	−1,402	$39.7M	$48.1M	69,315	67,913
MERCK & CO INC COMposition key `pos:18668` · issuer key `iss:1461`	add	+$6.7M	+9,616	$38.7M	$45.3M	367,276	376,892
ORACLE CORP COMposition key `pos:16970` · issuer key `iss:1630`	add	−$13.5M	+2,609	$56.7M	$43.2M	290,762	293,371
HONEYWELL INTL INC COMposition key `pos:14752` · issuer key `iss:1123`	add	+$7.3M	+9,132	$32.7M	$40.0M	167,732	176,864
AMERICAN CENTY ETF TR US EQT ETFposition key `sid:sec:prov:be75af0056554524224123e99ef018fb` · issuer key `cusip6:025072`	trim	−$2.5M	−20,862	$41.5M	$38.9M	371,188	350,326
INTERNATIONAL BUSINESS MACHS COMposition key `pos:10976` · issuer key `iss:1201`	trim	−$8.5M	−237	$46.3M	$37.9M	156,454	156,217
JOHNSON & JOHNSON COMposition key `pos:14474` · issuer key `iss:1258`	add	+$5.9M	+785	$31.4M	$37.3M	151,770	152,555
PROFESIONALLY MANAGED PORTFO CONGRESS SMID GRposition key `sid:sec:prov:bb5c00c389dc9efb34d427875b404e09` · issuer key `cusip6:74316P`	add	+$5.7M	+216,017	$31.5M	$37.2M	996,148	1,212,165
AMERICAN CENTY ETF TR US SML CP VALUposition key `sid:sec:prov:3fe659bf87a2644a2d7bd1c1995519a0` · issuer key `cusip6:025072`	add	+$3.7M	+8,993	$33.0M	$36.8M	323,830	332,823
CISCO SYS INC COMposition key `pos:12802` · issuer key `iss:588`	add	+$4.1M	+49,477	$32.4M	$36.5M	420,921	470,398
LOCKHEED MARTIN CORP COMposition key `pos:18083` · issuer key `iss:1368`	add	+$7.5M	+860	$28.1M	$35.6M	58,071	58,931
COCA COLA CO COMposition key `pos:11336` · issuer key `iss:606`	add	+$2.8M	+468	$32.0M	$34.9M	457,958	458,426
ALPHABET INC CAP STK CL Cposition key `pos:18738` · issuer key `iss:152`	trim	−$3.5M	−970	$37.7M	$34.2M	120,181	119,211
MCDONALDS CORP COMposition key `pos:16994` · issuer key `iss:1447`	add	+$6.3M	+18,835	$27.7M	$34.1M	90,761	109,596
ECOLAB INC COMposition key `pos:17621` · issuer key `iss:793`	add	+$5.3M	+18,405	$28.3M	$33.6M	107,868	126,273
UNION PAC CORP COMposition key `pos:15071` · issuer key `iss:2200`	add	+$2.3M	+3,418	$30.7M	$33.1M	132,850	136,268
ALLSTATE CORP COMposition key `pos:16338` · issuer key `iss:146`	add	+$16.3K	+634	$29.6M	$29.6M	142,126	142,760
CITIGROUP INC COM NEWposition key `pos:16056` · issuer key `iss:590`	trim	−$1.4M	−4,469	$30.8M	$29.4M	263,571	259,102
NEXTERA ENERGY INC COMposition key `pos:11564` · issuer key `iss:1568`	add	+$4.8M	+12,826	$23.3M	$28.1M	290,074	302,900
ISHARES TR SHRT NAT MUN ETFposition key `pos:18513` · issuer key `iss:1232`	add	+$14.1M	+132,497	$13.9M	$28.0M	130,662	263,159
INGERSOLL RAND INC COMposition key `pos:15655` · issuer key `iss:1173`	add	+$1.7M	+17,740	$25.3M	$27.0M	319,813	337,553
SHERWIN WILLIAMS CO COMposition key `pos:14643` · issuer key `iss:1962`	add	+$7.6M	+24,231	$19.3M	$26.9M	59,674	83,905
GILEAD SCIENCES INC COMposition key `pos:11444` · issuer key `iss:1008`	add	+$3.5M	+2,683	$23.3M	$26.8M	189,474	192,157
VANGUARD INDEX FDS MID CAP ETFposition key `pos:14933` · issuer key `cusip6:922908`	add	−$222K	+161	$25.6M	$25.4M	88,378	88,539
VISA INC COM CL Aposition key `pos:13716` · issuer key `iss:2278`	add	−$3.8M	+481	$28.6M	$24.8M	81,528	82,009
ISHARES TR CORE S&P MCP ETFposition key `pos:17776` · issuer key `iss:1231`	add	+$900K	+5,356	$23.2M	$24.1M	352,104	357,460
MARVELL TECHNOLOGY INC COMposition key `pos:18363` · issuer key `iss:1429`	trim	+$2.0M	−15,728	$21.7M	$23.8M	255,604	239,876
RTX CORPORATION COMposition key `pos:16519` · issuer key `iss:1815`	trim	+$1.1M	−224	$22.2M	$23.3M	120,913	120,689
VANGUARD INDEX FDS SMALL CP ETFposition key `pos:18141` · issuer key `cusip6:922908`	add	+$360K	+31	$22.9M	$23.2M	88,586	88,617
ANALOG DEVICES INC COMposition key `pos:15188` · issuer key `iss:199`	trim	−$18.7M	−81,413	$41.5M	$22.8M	153,081	71,668
DEERE & CO COMposition key `pos:14345` · issuer key `iss:716`	trim	+$3.7M	−267	$18.5M	$22.3M	39,801	39,534
VANGUARD INDEX FDS MCAP GR IDXVIPposition key `sid:sec:prov:4bf4a03276865e7070ffcb8527bf98a8` · issuer key `cusip6:922908`	trim	−$7.9M	−21,561	$29.7M	$21.9M	106,471	84,910
LAM RESEARCH CORP COM NEWposition key `pos:11298` · issuer key `iss:1321`	trim	+$4.1M	−292	$16.9M	$21.0M	98,552	98,260
TJX COS INC NEW COMposition key `pos:18816` · issuer key `iss:2073`	add	+$1.1M	+1,984	$19.3M	$20.4M	125,650	127,634
ISHARES TR RUSSELL 2000 ETFposition key `pos:16595` · issuer key `iss:1231`	add	+$162K	+49	$20.0M	$20.2M	81,413	81,462
VANGUARD INDEX FDS TOTAL STK MKTposition key `pos:13815` · issuer key `cusip6:922908`	add	−$590K	+925	$20.6M	$20.0M	61,319	62,244
BANK OF AMER CORP COMposition key `pos:14107` · issuer key `iss:321`	add	−$2.4M	+1,984	$21.7M	$19.4M	395,372	397,356
NXP SEMICONDUCTORS N V COMposition key `pos:14942` · issuer key `iss:2705`	add	+$805K	+12,512	$17.8M	$18.6M	82,097	94,609
ADVANCED MICRO DEVICES INC COMposition key `pos:14938` · issuer key `iss:85`	add	+$10.9M	+55,185	$7.5M	$18.3M	34,987	90,172
PUBLIC SVC ENTERPRISE GROUP COMposition key `pos:16081` · issuer key `iss:1776`	add	+$678K	+6,614	$17.6M	$18.3M	219,553	226,167
CHURCHILL DOWNS INC COMposition key `pos:18970` · issuer key `iss:580`	trim	−$5.9M	−8,757	$24.1M	$18.3M	212,206	203,449
DELTA AIR LINES INC COM NEWposition key `pos:13222` · issuer key `iss:720`	add	+$586K	+19,972	$17.6M	$18.2M	254,153	274,125
ISHARES TR IBONDS 27 ETFposition key `sid:sec:prov:4cb6a3f06761d13528088c4eb3d37c8e` · issuer key `cusip6:46435U`	trim	−$77.7K	−1,983	$18.0M	$17.9M	741,655	739,672
ISHARES TR MSCI USA MMENTMposition key `sid:sec:prov:57ca25e81d0e6e1a2e81d2252c83645c` · issuer key `cusip6:46432F`	trim	−$897K	−524	$18.7M	$17.8M	74,748	74,224
HOME DEPOT INC COMposition key `pos:11561` · issuer key `iss:1122`	add	−$717K	+265	$18.2M	$17.5M	52,850	53,115
ISHARES TR IBONDS DEC2026position key `sid:sec:prov:18b24b40b9b042d1996f48cc2c275a28` · issuer key `cusip6:46435G`	add	+$1.2M	+50,605	$16.0M	$17.2M	660,350	710,955
VANGUARD MALVERN FDS STRM INFPROIDXposition key `sid:sec:prov:fd0585629cc2c56c522b14f4ca767dfd` · issuer key `cusip6:922020`	add	+$4.2M	+81,255	$12.8M	$17.0M	258,197	339,452
ROSS STORES INC COMposition key `pos:11508` · issuer key `iss:1870`	add	+$4.3M	+8,116	$12.6M	$16.9M	69,996	78,112
VANGUARD INDEX FDS S&P 500 ETF SHSposition key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908`	add	−$319K	+795	$16.8M	$16.5M	26,856	27,651
ISHARES INC CORE MSCI EMKTposition key `pos:14781` · issuer key `iss:1235`	add	+$668K	+1,133	$15.6M	$16.3M	232,613	233,746
T-MOBILE US INC COMposition key `pos:11397` · issuer key `iss:2076`	trim	−$683K	−6,017	$16.9M	$16.2M	83,113	77,096
MARSH & MCLENNAN COS INC COMposition key `pos:16601` · issuer key `iss:1426`	add	+$3.7M	+25,916	$12.3M	$16.0M	66,443	92,359
APPLIED MATLS INC COMposition key `pos:15036` · issuer key `iss:226`	add	+$7.1M	+12,596	$8.5M	$15.6M	32,935	45,531
AMERICAN EXPRESS CO COMposition key `pos:12704` · issuer key `iss:168`	add	+$8.1M	+30,667	$6.7M	$14.7M	18,028	48,695
CARLISLE COS INC COMposition key `pos:10986` · issuer key `iss:521`	add	+$4.2M	+11,179	$10.3M	$14.4M	32,052	43,231
ISHARES TR IBDS DEC28 ETFposition key `sid:sec:prov:36a0da3023e53ab7ca1edd24166747ff` · issuer key `cusip6:46435U`	add	+$511K	+22,839	$13.7M	$14.2M	538,628	561,467
INTUIT COMposition key `pos:14708` · issuer key `iss:1212`	add	−$4.1M	+5,270	$18.2M	$14.2M	27,534	32,804
IDEXX LABS INC COMposition key `pos:17269` · issuer key `iss:1161`	trim	−$9.4M	−9,650	$23.5M	$14.1M	34,787	25,137
ISHARES TR CORE S&P TTL STKposition key `pos:12316` · issuer key `iss:1231`	trim	−$629K	−114	$14.6M	$13.9M	97,856	97,742
BOSTON SCIENTIFIC CORP COMposition key `pos:14974` · issuer key `iss:423`	add	+$11.0M	+191,081	$2.9M	$13.9M	30,251	221,332
ISHARES TR RUS 1000 ETFposition key `pos:13727` · issuer key `iss:1231`	add	−$643K	+33	$14.5M	$13.8M	38,775	38,808
PEPSICO INC COMposition key `pos:14709` · issuer key `iss:1700`	trim	+$766K	−1,881	$12.9M	$13.7M	89,910	88,029
BROWN FORMAN CORP CL Aposition key `pos:11281` · issuer key `iss:452`	trim	+$150K	−23	$13.3M	$13.4M	503,983	503,960
COSTCO WHOLESALE CORPORATION COMposition key `pos:12889` · issuer key `iss:669`	add	+$2.0M	+190	$11.4M	$13.4M	13,260	13,450
BLACKROCK INC COMposition key `pos:12463` · issuer key `iss:401`	trim	−$1.6M	−116	$14.9M	$13.3M	13,943	13,827
OREILLY AUTOMOTIVE INC COMposition key `pos:12254` · issuer key `iss:1601`	add	+$613K	+4,986	$12.6M	$13.2M	138,435	143,421
BROWN FORMAN CORP CL Bposition key `pos:17411` · issuer key `iss:452`	trim	−$2.5M	−98,910	$15.0M	$12.5M	575,122	476,212
PHILIP MORRIS INTL INC COMposition key `pos:16086` · issuer key `iss:1711`	trim	+$232K	−854	$12.1M	$12.4M	75,605	74,751
PFIZER INC COMposition key `pos:11636` · issuer key `iss:1709`	add	+$1.4M	+1,453	$10.8M	$12.3M	434,919	436,372

80 more changes below.

Mark-to-market only (no share change) · 66

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead `classified_by_value` · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
BERKSHIRE HATHAWAY INC DEL CL Aposition key `pos:11867` · issuer key `iss:360`	no change	−$330K	$6.8M	$6.5M	9	9
ISHARES TR ESG OPTIMIZEDposition key `pos:11765` · issuer key `iss:1232`	no change	−$308K	$5.9M	$5.6M	42,500	42,500
WYNN RESORTS LTD COMposition key `pos:13896` · issuer key `iss:2359`	no change	−$463K	$3.0M	$2.5M	24,660	24,660
REPUBLIC BANCORP INC KY CL Aposition key `sid:sec:prov:d3bada57557e5a0441f3134d002302e5` · issuer key `cusip6:760281`	no change	+$53.2K	$2.4M	$2.4M	34,076	34,076
SPDR SERIES TRUST STATE STREET SPDposition key `pos:14657` · issuer key `iss:1900`	no change	−$59.5K	$1.4M	$1.4M	17,293	17,293
PEMBINA PIPELINE CORP COMposition key `pos:19121` · issuer key `iss:1692`	no change	+$186K	$1.1M	$1.2M	27,750	27,750
AECOM COMposition key `pos:14837` · issuer key `iss:80`	no change	−$138K	$1.3M	$1.1M	13,171	13,171
SYNAPTICS INC COMposition key `pos:16657` · issuer key `iss:2066`	no change	−$63.0K	$1.2M	$1.1M	15,830	15,830
ISHARES TR RUS 2000 GRW ETFposition key `pos:17418` · issuer key `iss:1231`	no change	−$25.3K	$889K	$864K	2,752	2,752
CORTEVA INC COMposition key `pos:12518` · issuer key `iss:667`	no change	+$168K	$675K	$844K	10,077	10,077
JAZZ PHARMACEUTICALS PLC SHS USDposition key `pos:15540` · issuer key `iss:2545`	no change	+$84.0K	$750K	$834K	4,409	4,409
VANGUARD INDEX FDS SML CP GRW ETFposition key `sid:sec:prov:e1fd18a8d58c43ad5ed9af37714bdfaa` · issuer key `cusip6:922908`	no change	+$368	$794K	$794K	2,628	2,628
ISHARES TR S&P MC 400GR ETFposition key `pos:13566` · issuer key `iss:1231`	no change	+$29.1K	$754K	$783K	7,780	7,780
INVESCO EXCHANGE TRADED FD T S&P500 QUALITYposition key `pos:11006` · issuer key `iss:1216`	no change	+$1.4K	$770K	$771K	10,258	10,258
STATE STR SPDR DOW JONES IND UT SER 1position key `pos:18365` · issuer key `iss:1902`	no change	−$28.4K	$784K	$756K	1,632	1,632
LOEWS CORP COMposition key `pos:18099` · issuer key `iss:1369`	no change	+$9.7K	$717K	$726K	6,804	6,804
DONALDSON INC COMposition key `pos:14863` · issuer key `iss:753`	no change	−$30.5K	$715K	$684K	8,060	8,060
ISHARES TR TIPS BD ETFposition key `pos:17031` · issuer key `iss:1231`	no change	+$2.6K	$634K	$636K	5,765	5,765
BROOKFIELD CORP CL A LTD VT SHposition key `pos:15522` · issuer key `iss:445`	no change	−$81.3K	$689K	$607K	15,007	15,007
ARGAN INC COMposition key `pos:13363` · issuer key `iss:240`	no change	+$254K	$345K	$599K	1,100	1,100
ISHARES TR SELECT US REITposition key `pos:16927` · issuer key `iss:1231`	no change	+$20.7K	$556K	$577K	9,318	9,318
CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOMEposition key `sid:sec:prov:316d6f989028f9f4ac553823fd99a644` · issuer key `cusip6:14020Y`	no change	−$4.4K	$520K	$515K	18,984	18,984
SPDR SERIES TRUST STATE STREET SPDposition key `pos:16062` · issuer key `iss:1900`	no change	+$19.6K	$494K	$513K	5,426	5,426
J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETFposition key `sid:sec:prov:da76927ea7bfa34385e39a3ae24e4aeb` · issuer key `cusip6:46641Q`	no change	+$196	$495K	$495K	9,788	9,788
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTNposition key `pos:11303` · issuer key `iss:1729`	no change	+$96.5K	$396K	$493K	22,076	22,076
HP INC COMposition key `pos:18066` · issuer key `iss:1068`	no change	−$77.7K	$564K	$486K	25,294	25,294
SHOPIFY INC CL A SUB VTG SHSposition key `pos:19110` · issuer key `iss:1965`	no change	−$154K	$587K	$432K	3,646	3,646
GSK PLC SPONSORED ADRposition key `pos:16974` · issuer key `iss:1013`	no change	+$46.6K	$372K	$418K	7,582	7,582
STANLEY BLACK & DECKER INC COMposition key `pos:15096` · issuer key `iss:2035`	no change	−$18.7K	$431K	$413K	5,807	5,807
MASTEC INC COMposition key `pos:16503` · issuer key `iss:1431`	no change	+$126K	$263K	$390K	1,212	1,212
NRG ENERGY INC COM NEWposition key `pos:12435` · issuer key `iss:1523`	no change	−$34.8K	$423K	$388K	2,654	2,654
VULCAN MATLS CO COMposition key `pos:13001` · issuer key `iss:2292`	no change	−$18.2K	$402K	$384K	1,410	1,410
VANGUARD WORLD FD MEGA GRWTH INDposition key `sid:sec:prov:bc23dd8c1e57b3230e63c732700bf337` · issuer key `cusip6:921910`	no change	−$47.0K	$428K	$381K	1,036	1,036
GOLDMAN SACHS ETF TR ACTIVEBETA EMEposition key `sid:sec:prov:fc1023a1198c0241370c2e55e9fb7671` · issuer key `cusip6:381430`	no change	+$13.5K	$355K	$369K	8,537	8,537
VANGUARD ADMIRAL FDS INC MIDCP 400 VALposition key `sid:sec:prov:abbc2f83c48149c8ea2cfe14213eb7c3` · issuer key `cusip6:921932`	no change	+$3.0K	$327K	$330K	3,234	3,234
XYLEM INC COMposition key `pos:15439` · issuer key `iss:2364`	no change	−$46.0K	$375K	$329K	2,757	2,757
GENERAC HLDGS INC COMposition key `pos:13771` · issuer key `iss:995`	no change	+$98.5K	$228K	$326K	1,670	1,670
VANGUARD INDEX FDS EXTEND MKT ETFposition key `pos:14655` · issuer key `cusip6:922908`	no change	−$5.3K	$331K	$326K	1,583	1,583
ISHARES TR MRGSTR MD CP ETFposition key `pos:11445` · issuer key `iss:1232`	no change	+$2.7K	$322K	$324K	3,887	3,887
MAIN STR CAP CORP COMposition key `sid:sec:prov:74ea37dfd8612b4b697343c90cae9547` · issuer key `cusip6:56035L`	no change	−$45.3K	$368K	$323K	6,100	6,100
OLD NATL BANCORP IND COMposition key `pos:17608` · issuer key `iss:1613`	no change	−$3.0K	$317K	$314K	14,228	14,228
ISHARES TR U.S. INSRNCE ETFposition key `pos:18224` · issuer key `iss:1232`	no change	−$18.5K	$320K	$301K	2,350	2,350
SPDR SERIES TRUST STATE STREET SPDposition key `pos:18119` · issuer key `iss:1900`	no change	+$7.1K	$275K	$282K	2,923	2,923
SPDR SERIES TRUST STATE STREET SPDposition key `pos:13833` · issuer key `iss:1900`	no change	−$1.1K	$275K	$274K	4,834	4,834
SCHWAB STRATEGIC TR US LCAP GR ETFposition key `pos:18053` · issuer key `iss:1940`	no change	−$32.7K	$306K	$273K	9,368	9,368
EVERGY INC COMposition key `pos:13467` · issuer key `iss:861`	no change	+$31.1K	$239K	$270K	3,300	3,300
TEXTRON INC COMposition key `pos:15338` · issuer key `iss:2128`	no change	+$1.2K	$263K	$265K	3,021	3,021
SPDR SERIES TRUST STATE STREET SPDposition key `pos:15102` · issuer key `iss:1900`	no change	−$11.9K	$260K	$248K	3,244	3,244
ISHARES TR HDG MSCI EAFEposition key `sid:sec:prov:d27f2c722aeaa22848f78d13de53539a` · issuer key `cusip6:46434V`	no change	+$6.5K	$239K	$245K	5,770	5,770
HEICO CORP NEW CL Aposition key `pos:11904` · issuer key `iss:1101`	no change	−$48.0K	$293K	$245K	1,161	1,161
VICTORY CAP HLDGS INC DEL COM CL Aposition key `sid:sec:prov:92d70af3046ad7c1844307f216b087fc` · issuer key `cusip6:92645B`	no change	+$8.6K	$228K	$236K	3,607	3,607
BLACKSTONE SECD LENDING FD COMMON STOCKposition key `pos:14788` · issuer key `iss:398`	no change	−$26.1K	$261K	$235K	9,900	9,900
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNposition key `sid:sec:prov:b5a8fc97dbcb7ae527c97957196099cf` · issuer key `cusip6:01881G`	no change	−$6.5K	$239K	$232K	6,204	6,204
WATTS WATER TECHNOLOGIES INC CL Aposition key `pos:19168` · issuer key `iss:2310`	no change	+$11.4K	$221K	$232K	800	800
TOYOTA MOTOR CORP ADSposition key `sid:sec:prov:54feb8f2a0a7a78d5aa43db032dd571f` · issuer key `cusip6:892331`	no change	−$8.9K	$238K	$229K	1,111	1,111
SPDR SERIES TRUST STATE STREET SPDposition key `pos:10981` · issuer key `iss:1900`	no change	+$9.9K	$209K	$219K	1,711	1,711
SPDR SERIES TRUST STATE STREET SPDposition key `pos:16951` · issuer key `cusip6:78468R`	no change	+$6.6K	$211K	$217K	4,500	4,500
BROOKFIELD INFRASTRUCTURE PA LP INT UNITposition key `pos:16883` · issuer key `iss:2457`	no change	+$8.3K	$208K	$217K	6,000	6,000
ISHARES TR 7-10 YR TRSY BDposition key `pos:17228` · issuer key `iss:1231`	no change	−$1.6K	$215K	$213K	2,234	2,234
LINCOLN ELEC HLDGS INC COMposition key `pos:13444` · issuer key `iss:1356`	no change	+$7.9K	$201K	$209K	839	839
PENNANTPARK FLOATING RATE CA COMposition key `sid:sec:prov:c366cceccf44fb1bd9d20bb30e614996` · issuer key `cusip6:70806A`	no change	−$13.1K	$98.7K	$85.6K	10,650	10,650
CARDIFF ONCOLOGY INC COMposition key `sid:sec:prov:b9bc3e668b9365795865d2e56c67b68e` · issuer key `cusip6:14147L`	no change	−$51.3K	$121K	$69.9K	43,128	43,128
PIMCO HIGH INCOME FD COM SHSposition key `sid:sec:prov:a0a3e2db4f1ad10a427a8e39b007ff6d` · issuer key `cusip6:722014`	no change	−$3.0K	$63.2K	$60.2K	13,010	13,010
CHERRY HILL MTG INVT CORP COMposition key `sid:sec:prov:087d71b0c095209034148f10bc91986c` · issuer key `cusip6:164651`	no change	−$625	$31.9K	$31.3K	12,500	12,500
FRANKLIN STR PPTYS CORP COMposition key `sid:sec:prov:e91f79eaf2eef531c911d747fd14cf27` · issuer key `cusip6:35471R`	no change	−$5.0K	$16.8K	$11.8K	17,724	17,724
INOTIV INC COMposition key `sid:sec:prov:ed64aa9f0f1bfe2aab0a28de0dec1f91` · issuer key `cusip6:45783Q`	no change	−$3.2K	$6.2K	$3.0K	11,000	11,000

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 56.3%below median 80.0%
Concentration index: 199 bpsbelow median 446 bps
Positions with value: 791 / 791median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 56.3%share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets · HHI (bps) ·§: 199integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 518

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.

Open Glenview Trust Co's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

View

Prior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

Reported positions — 2026-03-31

1–100 of 401 issuers · $6.4B disclosed value over 791 rows · 0 undisclosed-value rows

Every row below carries ticker not yet mapped — stated once here rather than repeated on every row.

KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters.

TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

Position changeShare change is available in the separate comparison view; it is not joined into this position list.

CongressThe congressional transaction join is unavailable in this build.

—

ISHARES TR

33 positions · 56 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$194M	297,425
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$129M	1,330,603
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$83.4M	670,788
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$23.8M	352,408
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$19.4M	78,375
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$13.8M	38,604
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$13.3M	93,489
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$6.8M	44,911
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$6.4M	113,169
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$5.8M	70,044
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$5.5M	55,735
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$5.5M	8,452
ISHARES TR · S&P 500 GRWT ETF CUSIP — src ↗	$4.6M	40,875
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$4.0M	18,750
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$3.0M	24,346
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$3.0M	23,455
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$2.9M	6,750
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$2.5M	13,811
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$2.4M	25,702
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$2.0M	20,519
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$1.9M	20,038
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$1.8M	8,496
ISHARES TR · RUSSELL 3000 ETF CUSIP — src ↗	$1.0M	2,792
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$935K	6,415
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$929K	15,066
ISHARES TR · RUS 2000 GRW ETF CUSIP — src ↗	$864K	2,752
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$829K	5,618
ISHARES TR · S&P MC 400GR ETF CUSIP — src ↗	$783K	7,780
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$780K	6,628
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$766K	3,087
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$619K	5,608
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$606K	4,253
ISHARES TR · SELECT US REIT CUSIP — src ↗	$577K	9,318
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$499K	1,570
ISHARES TR · RUS 1000 VAL ETF CUSIP — src ↗	$492K	2,301
ISHARES TR · US CONSM STAPLES CUSIP — src ↗	$470K	6,718
ISHARES TR · MSCI EAFE ETF CUSIP — src ↗	$463K	4,771
ISHARES TR · US CONSUM DISCRE CUSIP — src ↗	$371K	3,823
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$341K	5,052
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$341K	1,037
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$332K	5,838
ISHARES TR · S&P 100 ETF CUSIP — src ↗	$318K	999
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$306K	2,021
ISHARES TR · RUS 1000 GRW ETF CUSIP — src ↗	$260K	610
ISHARES TR · U.S. TECH ETF CUSIP — src ↗	$227K	1,249
ISHARES TR · S&P 500 VAL ETF CUSIP — src ↗	$215K	1,020
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$213K	2,234
ISHARES TR · RUS MDCP VAL ETF CUSIP — src ↗	$195K	1,340
ISHARES TR · RUS 1000 ETF CUSIP — src ↗	$72.7K	204
ISHARES TR · RUS MD CP GR ETF CUSIP — src ↗	$63.2K	493
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$61.7K	653
ISHARES TR · U.S. FINLS ETF CUSIP — src ↗	$55.4K	471
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$17.3K	157
ISHARES TR · US HLTHCARE ETF CUSIP — src ↗	$6.5K	106
ISHARES TR · US CONSUM DISCRE CUSIP — src ↗	$4.6K	47
ISHARES TR · US INDUSTRIALS CUSIP — src ↗	$1.9K	13

$550M

3,468,789

—

8.6%

—

NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION

1 position · 2 reported rows

Rows Glenview Trust Co reported for NVIDIA CORPORATION, as it reported them
NVIDIA CORPORATION · COM CUSIP — src ↗	$530M	3,041,152
NVIDIA CORPORATION · COM CUSIP — src ↗	$15.0M	85,843

$545M

3,126,995

—

8.6%

—

AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for APPLE INC, as it reported them
APPLE INC · COM CUSIP — src ↗	$271M	1,066,791
APPLE INC · COM CUSIP — src ↗	$8.8M	34,484

$279M

1,101,275

—

4.4%

—

GOOGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 4 reported rows

Rows Glenview Trust Co reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$189M	657,362
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$33.5M	116,917
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$3.8M	13,166
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$658K	2,294

$227M

789,739

—

3.6%

—

MSFTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$179M	484,811
MICROSOFT CORP · COM CUSIP — src ↗	$4.8M	13,001

$184M

497,812

—

2.9%

—

VANGUARD INDEX FDS

13 positions · 22 reported rows

Rows Glenview Trust Co reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$47.1M	531,504
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$23.9M	83,165
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$22.4M	85,403
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$21.5M	83,374
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$19.0M	59,201
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$16.5M	27,651
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$7.2M	24,169
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$5.4M	29,111
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$4.1M	20,715
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$1.9M	4,428
VANGUARD INDEX FDS · MID CAP ETF CUSIP — src ↗	$1.5M	5,374
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.2M	13,059
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — src ↗	$976K	3,043
VANGUARD INDEX FDS · SMALL CP ETF CUSIP — src ↗	$842K	3,214
VANGUARD INDEX FDS · SM CP VAL ETF CUSIP — src ↗	$621K	2,860
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$462K	1,528
VANGUARD INDEX FDS · MCAP GR IDXVIP CUSIP 922908538 src ↗	$395K	1,536
VANGUARD INDEX FDS · SML CP GRW ETF CUSIP 922908595 src ↗	$332K	1,100
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$326K	1,583
VANGUARD INDEX FDS · LARGE CAP ETF CUSIP — src ↗	$66.6K	223
VANGUARD INDEX FDS · MCAP VL IDXVIP CUSIP 922908512 src ↗	$63.2K	343
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$35.9K	183

$176M

982,767

—

2.8%

—

LLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ELI LILLY & CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for ELI LILLY & CO, as it reported them
ELI LILLY & CO · COM CUSIP — src ↗	$171M	185,962
ELI LILLY & CO · COM CUSIP — src ↗	$2.2M	2,409

$173M

188,371

—

2.7%

—

ISHARES TR

2 positions · 3 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$154M	3,017,974
ISHARES TR · FLTG RATE NT ETF CUSIP 46429B655 src ↗	$5.7M	112,154
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$472K	5,088

$160M

3,135,216

—

2.5%

—

AVGOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$144M	466,043
BROADCOM INC · COM CUSIP — src ↗	$3.5M	11,149

$148M

477,192

—

2.3%

—

GOLDMAN SACHS ETF TR

4 positions · 7 reported rows

Rows Glenview Trust Co reported for GOLDMAN SACHS ETF TR, as it reported them
GOLDMAN SACHS ETF TR · ACTIVEBETA US LG CUSIP 381430503 src ↗	$139M	1,110,808
GOLDMAN SACHS ETF TR · ACTIVEBETA US LG CUSIP 381430503 src ↗	$5.5M	43,892
GOLDMAN SACHS ETF TR · ACTIVEBETA INT CUSIP 381430107 src ↗	$1.3M	30,050
GOLDMAN SACHS ETF TR · ACTIVEBETA US CUSIP 381430602 src ↗	$793K	10,640
GOLDMAN SACHS ETF TR · ACTIVEBETA EME CUSIP 381430206 src ↗	$368K	8,527
GOLDMAN SACHS ETF TR · ACTIVEBETA US CUSIP 381430602 src ↗	$37.3K	500
GOLDMAN SACHS ETF TR · ACTIVEBETA EME CUSIP 381430206 src ↗	$432	10

$147M

1,204,427

—

2.3%

—

AMERICAN CENTY ETF TR

5 positions · 7 reported rows

Rows Glenview Trust Co reported for AMERICAN CENTY ETF TR, as it reported them
AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 src ↗	$56.1M	696,517
AMERICAN CENTY ETF TR · US EQT ETF CUSIP 025072885 src ↗	$38.9M	350,326
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$36.3M	328,448
AMERICAN CENTY ETF TR · AVANTIS EMGMKT CUSIP 025072604 src ↗	$4.9M	60,913
AMERICAN CENTY ETF TR · INTL EQT ETF CUSIP 025072703 src ↗	$4.5M	53,612
AMERICAN CENTY ETF TR · US SML CP VALU CUSIP 025072877 src ↗	$483K	4,375
AMERICAN CENTY ETF TR · US LARGE CAP VLU CUSIP 025072349 src ↗	$288K	3,577

$142M

1,497,768

—

2.2%

—

AMZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for AMAZON COM INC, as it reported them
AMAZON COM INC · COM CUSIP — src ↗	$137M	659,187
AMAZON COM INC · COM CUSIP — src ↗	$3.0M	14,577

$140M

673,764

—

2.2%

—

JPMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for JPMORGAN CHASE & CO, as it reported them
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$112M	382,160
JPMORGAN CHASE & CO · COM CUSIP — src ↗	$3.5M	11,976

$116M

394,136

—

1.8%

—

METAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$113M	197,948
META PLATFORMS INC · CL A CUSIP — src ↗	$1.4M	2,406

$115M

200,354

—

1.8%

—

WMTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WALMART INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for WALMART INC, as it reported them
WALMART INC · COM CUSIP — src ↗	$107M	857,897
WALMART INC · COM CUSIP — src ↗	$2.8M	22,376

$109M

880,273

—

1.7%

—

FIRST TR EXCHANGE-TRADED FD

1 position · 2 reported rows

Rows Glenview Trust Co reported for FIRST TR EXCHANGE-TRADED FD, as it reported them
FIRST TR EXCHANGE-TRADED FD · NO AMER ENERGY CUSIP 33738D101 src ↗	$106M	2,423,208
FIRST TR EXCHANGE-TRADED FD · NO AMER ENERGY CUSIP 33738D101 src ↗	$2.3M	51,745

$108M

2,474,953

—

1.7%

—

SPYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T

1 position · 2 reported rows

Rows Glenview Trust Co reported for STATE STR SPDR S&P 500 ETF T, as it reported them
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$102M	156,700
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$3.1M	4,716

$105M

161,416

—

1.6%

—

J P MORGAN EXCHANGE TRADED F

1 position · 2 reported rows

Rows Glenview Trust Co reported for J P MORGAN EXCHANGE TRADED F, as it reported them
J P MORGAN EXCHANGE TRADED F · FLEXIBLE DEBT ET CUSIP 46654Q559 src ↗	$102M	2,043,518
J P MORGAN EXCHANGE TRADED F · FLEXIBLE DEBT ET CUSIP 46654Q559 src ↗	$2.5M	51,312

$104M

2,094,830

—

1.6%

—

ABBVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for ABBVIE INC, as it reported them
ABBVIE INC · COM CUSIP — src ↗	$88.5M	406,933
ABBVIE INC · COM CUSIP — src ↗	$3.1M	14,324

$91.6M

421,257

—

1.4%

—

T ROWE PRICE ETF INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for T ROWE PRICE ETF INC, as it reported them
T ROWE PRICE ETF INC · PRICE BLUE CHIP CUSIP 87283Q107 src ↗	$90.5M	2,048,005
T ROWE PRICE ETF INC · PRICE BLUE CHIP CUSIP 87283Q107 src ↗	$587K	13,285

$91.1M

2,061,290

—

1.4%

—

MAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MASTERCARD INCORPORATED

1 position · 2 reported rows

Rows Glenview Trust Co reported for MASTERCARD INCORPORATED, as it reported them
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$87.7M	175,506
MASTERCARD INCORPORATED · CL A CUSIP — src ↗	$2.3M	4,632

$90.0M

180,138

—

1.4%

—

GSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLDMAN SACHS GROUP INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for GOLDMAN SACHS GROUP INC, as it reported them
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$81.7M	96,595
GOLDMAN SACHS GROUP INC · COM CUSIP — src ↗	$2.4M	2,858

$84.1M

99,453

—

1.3%

—

BRK-Bverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BRK-Averified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC DEL

2 positions · 4 reported rows

Rows Glenview Trust Co reported for BERKSHIRE HATHAWAY INC DEL, as it reported them
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$60.4M	126,060
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$5.0M	7
BERKSHIRE HATHAWAY INC DEL · CL A CUSIP — src ↗	$1.4M	2
BERKSHIRE HATHAWAY INC DEL · CL B NEW CUSIP — src ↗	$828K	1,728

$67.7M

127,797

—

1.1%

—

PGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for PROCTER & GAMBLE CO, as it reported them
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$62.8M	434,505
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$3.8M	25,972

$66.5M

460,477

—

1.0%

—

ISRGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for INTUITIVE SURGICAL INC, as it reported them
INTUITIVE SURGICAL INC · COM NEW CUSIP — src ↗	$56.1M	121,734
INTUITIVE SURGICAL INC · COM NEW CUSIP — src ↗	$691K	1,500

$56.8M

123,234

—

0.9%

—

LOWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOWES COS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for LOWES COS INC, as it reported them
LOWES COS INC · COM CUSIP — src ↗	$50.7M	214,478
LOWES COS INC · COM CUSIP — src ↗	$1.2M	5,176

$51.9M

219,654

—

0.8%

—

CVXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION

1 position · 2 reported rows

Rows Glenview Trust Co reported for CHEVRON CORPORATION, as it reported them
CHEVRON CORPORATION · COM CUSIP — src ↗	$48.7M	235,312
CHEVRON CORPORATION · COM CUSIP — src ↗	$2.3M	11,257

$51.0M

246,569

—

0.8%

—

XOMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for EXXON MOBIL CORP, as it reported them
EXXON MOBIL CORP · COM CUSIP — src ↗	$47.8M	281,478
EXXON MOBIL CORP · COM CUSIP — src ↗	$1.6M	9,215

$49.3M

290,693

—

0.8%

—

ISHARES TR

11 positions · 15 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$28.0M	262,590
ISHARES TR · CRE U S REIT ETF CUSIP — src ↗	$11.3M	190,615
ISHARES TR · ESG OPTIMIZED CUSIP — src ↗	$5.6M	42,500
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$930K	11,859
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$653K	6,156
ISHARES TR · EAFE VALUE ETF CUSIP — src ↗	$553K	7,440
ISHARES TR · MRGSTR MD CP ETF CUSIP — src ↗	$324K	3,887
ISHARES TR · U.S. INSRNCE ETF CUSIP — src ↗	$301K	2,350
ISHARES TR · NATIONAL MUN ETF CUSIP — src ↗	$276K	2,603
ISHARES TR · US HLTHCR PR ETF CUSIP — src ↗	$259K	6,189
ISHARES TR · MBS ETF CUSIP — src ↗	$215K	2,263
ISHARES TR · 10-20 YR TRS ETF CUSIP — src ↗	$213K	2,118
ISHARES TR · CRE U S REIT ETF CUSIP — src ↗	$185K	3,120
ISHARES TR · EAFE SML CP ETF CUSIP — src ↗	$63.9K	815
ISHARES TR · SHRT NAT MUN ETF CUSIP — src ↗	$60.6K	569

$48.9M

545,074

—

0.8%

—

BAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for BOEING CO, as it reported them
BOEING CO · COM CUSIP — src ↗	$47.6M	239,139
BOEING CO · COM CUSIP — src ↗	$849K	4,264

$48.4M

243,403

—

0.8%

—

CATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CATERPILLAR INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for CATERPILLAR INC, as it reported them
CATERPILLAR INC · COM CUSIP — src ↗	$45.6M	64,296
CATERPILLAR INC · COM CUSIP — src ↗	$2.6M	3,617

$48.1M

67,913

—

0.8%

—

MRKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for MERCK & CO INC, as it reported them
MERCK & CO INC · COM CUSIP — src ↗	$43.0M	357,834
MERCK & CO INC · COM CUSIP — src ↗	$2.3M	19,058

$45.3M

376,892

—

0.7%

—

ORCLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for ORACLE CORP, as it reported them
ORACLE CORP · COM CUSIP — src ↗	$41.7M	283,528
ORACLE CORP · COM CUSIP — src ↗	$1.4M	9,843

$43.2M

293,371

—

0.7%

—

HONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HONEYWELL INTL INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for HONEYWELL INTL INC, as it reported them
HONEYWELL INTL INC · COM CUSIP — src ↗	$39.7M	175,452
HONEYWELL INTL INC · COM CUSIP — src ↗	$319K	1,412

$40.0M

176,864

—

0.6%

—

IBMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS

1 position · 2 reported rows

Rows Glenview Trust Co reported for INTERNATIONAL BUSINESS MACHS, as it reported them
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$37.5M	154,563
INTERNATIONAL BUSINESS MACHS · COM CUSIP — src ↗	$401K	1,654

$37.9M

156,217

—

0.6%

—

JNJverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON

1 position · 2 reported rows

Rows Glenview Trust Co reported for JOHNSON & JOHNSON, as it reported them
JOHNSON & JOHNSON · COM CUSIP — src ↗	$34.3M	140,301
JOHNSON & JOHNSON · COM CUSIP — src ↗	$3.0M	12,254

$37.3M

152,555

—

0.6%

—

PROFESIONALLY MANAGED PORTFO

1 position · 2 reported rows

Rows Glenview Trust Co reported for PROFESIONALLY MANAGED PORTFO, as it reported them
PROFESIONALLY MANAGED PORTFO · CONGRESS SMID GR CUSIP 74316P645 src ↗	$36.9M	1,200,727
PROFESIONALLY MANAGED PORTFO · CONGRESS SMID GR CUSIP 74316P645 src ↗	$351K	11,438

$37.2M

1,212,165

—

0.6%

—

ISHARES TR

5 positions · 10 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$17.2M	707,915
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$14.0M	552,107
ISHARES TR · IBONDS DEC 27 CUSIP 46435U283 src ↗	$2.3M	89,018
ISHARES TR · IBONDS DEC 26 CUSIP 46435U259 src ↗	$1.4M	53,373
ISHARES TR · IBONDS DEC 28 CUSIP 46435U325 src ↗	$952K	37,301
ISHARES TR · IBONDS 27 ETF CUSIP 46435UAA9 src ↗	$770K	31,757
ISHARES TR · IBDS DEC28 ETF CUSIP 46435U515 src ↗	$237K	9,360
ISHARES TR · IBONDS DEC 26 CUSIP 46435U259 src ↗	$28.8K	1,124
ISHARES TR · IBONDS DEC 28 CUSIP 46435U325 src ↗	$28.8K	1,128
ISHARES TR · IBONDS DEC 27 CUSIP 46435U283 src ↗	$28.8K	1,131

$36.8M

1,484,214

—

0.6%

—

CSCOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for CISCO SYS INC, as it reported them
CISCO SYS INC · COM CUSIP — src ↗	$34.4M	443,735
CISCO SYS INC · COM CUSIP — src ↗	$2.1M	26,663

$36.5M

470,398

—

0.6%

—

LMTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for LOCKHEED MARTIN CORP, as it reported them
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$34.9M	57,731
LOCKHEED MARTIN CORP · COM CUSIP — src ↗	$725K	1,200

$35.6M

58,931

—

0.6%

—

ISHARES TR

6 positions · 10 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$10.9M	468,775
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$10.0M	455,012
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 src ↗	$8.1M	388,142
ISHARES TR · IBONDS DEC 2032 CUSIP 46436E312 src ↗	$3.5M	138,263
ISHARES TR · IBONDS DEC 2033 CUSIP 46436E130 src ↗	$804K	31,104
ISHARES TR · IBONDS DEC 29 CUSIP 46436E205 src ↗	$612K	26,300
ISHARES TR · IBONDS DEC 2030 CUSIP 46436E726 src ↗	$565K	25,800
ISHARES TR · IBONDS DEC 2029 CUSIP 46436E163 src ↗	$393K	15,519
ISHARES TR · IBONDS DEC 2031 CUSIP 46436E486 src ↗	$106K	5,085
ISHARES TR · IBONDS DEC 2032 CUSIP 46436E312 src ↗	$70.8K	2,800

$35.0M

1,556,800

—

0.6%

—

KOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — src ↗	$32.3M	424,184
COCA COLA CO · COM CUSIP — src ↗	$2.6M	34,242

$34.9M

458,426

—

0.5%

—

MCDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MCDONALDS CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for MCDONALDS CORP, as it reported them
MCDONALDS CORP · COM CUSIP — src ↗	$32.3M	103,802
MCDONALDS CORP · COM CUSIP — src ↗	$1.8M	5,794

$34.1M

109,596

—

0.5%

—

ECLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for ECOLAB INC, as it reported them
ECOLAB INC · COM CUSIP — src ↗	$33.2M	124,632
ECOLAB INC · COM CUSIP — src ↗	$437K	1,641

$33.6M

126,273

—

0.5%

—

UNPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNION PAC CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for UNION PAC CORP, as it reported them
UNION PAC CORP · COM CUSIP — src ↗	$32.1M	132,328
UNION PAC CORP · COM CUSIP — src ↗	$956K	3,940

$33.1M

136,268

—

0.5%

—

ALLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALLSTATE CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for ALLSTATE CORP, as it reported them
ALLSTATE CORP · COM CUSIP — src ↗	$29.2M	140,886
ALLSTATE CORP · COM CUSIP — src ↗	$389K	1,874

$29.6M

142,760

—

0.5%

—

Cverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CITIGROUP INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for CITIGROUP INC, as it reported them
CITIGROUP INC · COM NEW CUSIP — src ↗	$29.1M	256,923
CITIGROUP INC · COM NEW CUSIP — src ↗	$247K	2,179

$29.4M

259,102

—

0.5%

—

NEEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEXTERA ENERGY INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for NEXTERA ENERGY INC, as it reported them
NEXTERA ENERGY INC · COM CUSIP — src ↗	$27.7M	297,878
NEXTERA ENERGY INC · COM CUSIP — src ↗	$466K	5,022

$28.1M

302,900

—

0.4%

—

IRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INGERSOLL RAND INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for INGERSOLL RAND INC, as it reported them
INGERSOLL RAND INC · COM CUSIP — src ↗	$26.9M	335,401
INGERSOLL RAND INC · COM CUSIP — src ↗	$172K	2,152

$27.0M

337,553

—

0.4%

—

SHWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN WILLIAMS CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for SHERWIN WILLIAMS CO, as it reported them
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$26.4M	82,208
SHERWIN WILLIAMS CO · COM CUSIP — src ↗	$544K	1,697

$26.9M

83,905

—

0.4%

—

GILDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GILEAD SCIENCES INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for GILEAD SCIENCES INC, as it reported them
GILEAD SCIENCES INC · COM CUSIP — src ↗	$26.4M	189,498
GILEAD SCIENCES INC · COM CUSIP — src ↗	$371K	2,659

$26.8M

192,157

—

0.4%

—

BF-Bverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BF-Averified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROWN FORMAN CORP

2 positions · 4 reported rows

Rows Glenview Trust Co reported for BROWN FORMAN CORP, as it reported them
BROWN FORMAN CORP · CL B CUSIP — src ↗	$10.1M	386,376
BROWN FORMAN CORP · CL A CUSIP — src ↗	$9.0M	336,304
BROWN FORMAN CORP · CL A CUSIP — src ↗	$4.4M	167,656
BROWN FORMAN CORP · CL B CUSIP — src ↗	$2.3M	89,836

$25.9M

980,172

—

0.4%

—

Vverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for VISA INC, as it reported them
VISA INC · COM CL A CUSIP — src ↗	$23.4M	77,524
VISA INC · COM CL A CUSIP — src ↗	$1.4M	4,485

$24.8M

82,009

—

0.4%

—

MRVLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARVELL TECHNOLOGY INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for MARVELL TECHNOLOGY INC, as it reported them
MARVELL TECHNOLOGY INC · COM CUSIP — src ↗	$23.5M	236,937
MARVELL TECHNOLOGY INC · COM CUSIP — src ↗	$291K	2,939

$23.8M

239,876

—

0.4%

—

RTXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION

1 position · 2 reported rows

Rows Glenview Trust Co reported for RTX CORPORATION, as it reported them
RTX CORPORATION · COM CUSIP — src ↗	$22.6M	117,246
RTX CORPORATION · COM CUSIP — src ↗	$664K	3,443

$23.3M

120,689

—

0.4%

—

ADIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for ANALOG DEVICES INC, as it reported them
ANALOG DEVICES INC · COM CUSIP — src ↗	$22.5M	70,641
ANALOG DEVICES INC · COM CUSIP — src ↗	$327K	1,027

$22.8M

71,668

—

0.4%

—

ISHARES TR

4 positions · 8 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$17.6M	73,354
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$2.9M	32,048
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$1.2M	6,324
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$465K	5,366
ISHARES TR · MSCI USA MMENTM CUSIP 46432F396 src ↗	$209K	870
ISHARES TR · MSCI USA QLT FCT CUSIP 46432F339 src ↗	$75.8K	395
ISHARES TR · CORE MSCI EAFE CUSIP 46432F842 src ↗	$58.3K	644
ISHARES TR · CORE MSCI TOTAL CUSIP 46432F834 src ↗	$37.1K	428

$22.6M

119,429

—

0.4%

—

DEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DEERE & CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for DEERE & CO, as it reported them
DEERE & CO · COM CUSIP — src ↗	$21.9M	38,949
DEERE & CO · COM CUSIP — src ↗	$330K	585

$22.3M

39,534

—

0.3%

—

LRCXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for LAM RESEARCH CORP, as it reported them
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$20.9M	97,821
LAM RESEARCH CORP · COM NEW CUSIP — src ↗	$93.8K	439

$21.0M

98,260

—

0.3%

—

TJXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TJX COS INC NEW

1 position · 2 reported rows

Rows Glenview Trust Co reported for TJX COS INC NEW, as it reported them
TJX COS INC NEW · COM CUSIP — src ↗	$19.9M	124,762
TJX COS INC NEW · COM CUSIP — src ↗	$459K	2,872

$20.4M

127,634

—

0.3%

—

BANK OF AMER CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for BANK OF AMER CORP, as it reported them
BANK OF AMER CORP · COM CUSIP — src ↗	$18.2M	373,619
BANK OF AMER CORP · COM CUSIP — src ↗	$1.2M	23,737

$19.4M

397,356

—

0.3%

—

NXPIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NXP SEMICONDUCTORS N V

1 position · 2 reported rows

Rows Glenview Trust Co reported for NXP SEMICONDUCTORS N V, as it reported them
NXP SEMICONDUCTORS N V · COM CUSIP — src ↗	$18.5M	94,168
NXP SEMICONDUCTORS N V · COM CUSIP — src ↗	$86.8K	441

$18.6M

94,609

—

0.3%

—

AMDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADVANCED MICRO DEVICES INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for ADVANCED MICRO DEVICES INC, as it reported them
ADVANCED MICRO DEVICES INC · COM CUSIP — src ↗	$18.2M	89,536
ADVANCED MICRO DEVICES INC · COM CUSIP — src ↗	$129K	636

$18.3M

90,172

—

0.3%

—

PEGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PUBLIC SVC ENTERPRISE GROUP

1 position · 2 reported rows

Rows Glenview Trust Co reported for PUBLIC SVC ENTERPRISE GROUP, as it reported them
PUBLIC SVC ENTERPRISE GROUP · COM CUSIP — src ↗	$18.2M	224,349
PUBLIC SVC ENTERPRISE GROUP · COM CUSIP — src ↗	$147K	1,818

$18.3M

226,167

—

0.3%

—

CHDNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHURCHILL DOWNS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for CHURCHILL DOWNS INC, as it reported them
CHURCHILL DOWNS INC · COM CUSIP — src ↗	$17.1M	190,375
CHURCHILL DOWNS INC · COM CUSIP — src ↗	$1.2M	13,074

$18.3M

203,449

—

0.3%

—

DALverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELTA AIR LINES INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for DELTA AIR LINES INC, as it reported them
DELTA AIR LINES INC · COM NEW CUSIP — src ↗	$18.1M	272,484
DELTA AIR LINES INC · COM NEW CUSIP — src ↗	$109K	1,641

$18.2M

274,125

—

0.3%

—

HDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for HOME DEPOT INC, as it reported them
HOME DEPOT INC · COM CUSIP — src ↗	$16.8M	51,053
HOME DEPOT INC · COM CUSIP — src ↗	$678K	2,062

$17.5M

53,115

—

0.3%

—

ISHARES TR

2 positions · 3 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0 src ↗	$16.4M	676,870
ISHARES TR · IBONDS DEC2026 CUSIP 46435GAA0 src ↗	$826K	34,085
ISHARES TR · CORE INTL AGGR CUSIP 46435G672 src ↗	$207K	4,133

$17.4M

715,088

—

0.3%

—

VANGUARD MALVERN FDS

1 position · 2 reported rows

Rows Glenview Trust Co reported for VANGUARD MALVERN FDS, as it reported them
VANGUARD MALVERN FDS · STRM INFPROIDX CUSIP 922020805 src ↗	$16.8M	336,063
VANGUARD MALVERN FDS · STRM INFPROIDX CUSIP 922020805 src ↗	$169K	3,389

$17.0M

339,452

—

0.3%

—

ROSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROSS STORES INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for ROSS STORES INC, as it reported them
ROSS STORES INC · COM CUSIP — src ↗	$16.7M	77,258
ROSS STORES INC · COM CUSIP — src ↗	$185K	854

$16.9M

78,112

—

0.3%

—

ISHARES INC

2 positions · 3 reported rows

Rows Glenview Trust Co reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$15.4M	220,586
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$918K	13,160
ISHARES INC · MSCI EMRG CHN CUSIP — src ↗	$214K	2,715

$16.5M

236,461

—

0.3%

—

TMUSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for T-MOBILE US INC, as it reported them
T-MOBILE US INC · COM CUSIP — src ↗	$16.0M	76,417
T-MOBILE US INC · COM CUSIP — src ↗	$143K	679

$16.2M

77,096

—

0.3%

—

MRSHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARSH & MCLENNAN COS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for MARSH & MCLENNAN COS INC, as it reported them
MARSH & MCLENNAN COS INC · COM CUSIP — src ↗	$15.9M	91,925
MARSH & MCLENNAN COS INC · COM CUSIP — src ↗	$75.3K	434

$16.0M

92,359

—

0.3%

—

AMATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for APPLIED MATLS INC, as it reported them
APPLIED MATLS INC · COM CUSIP — src ↗	$14.9M	43,692
APPLIED MATLS INC · COM CUSIP — src ↗	$629K	1,839

$15.6M

45,531

—

0.2%

—

AXPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for AMERICAN EXPRESS CO, as it reported them
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$14.6M	48,296
AMERICAN EXPRESS CO · COM CUSIP — src ↗	$121K	399

$14.7M

48,695

—

0.2%

—

VANGUARD SCOTTSDALE FDS

3 positions · 5 reported rows

Rows Glenview Trust Co reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$7.3M	92,481
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$6.1M	73,913
VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS CUSIP 92206C102 src ↗	$818K	13,971
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$192K	2,316
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$148K	1,872

$14.6M

184,553

—

0.2%

—

CSLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CARLISLE COS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for CARLISLE COS INC, as it reported them
CARLISLE COS INC · COM CUSIP — src ↗	$14.3M	42,852
CARLISLE COS INC · COM CUSIP — src ↗	$126K	379

$14.4M

43,231

—

0.2%

—

INTUverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT

1 position · 2 reported rows

Rows Glenview Trust Co reported for INTUIT, as it reported them
INTUIT · COM CUSIP — src ↗	$13.8M	31,871
INTUIT · COM CUSIP — src ↗	$403K	933

$14.2M

32,804

—

0.2%

—

IDXXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for IDEXX LABS INC, as it reported them
IDEXX LABS INC · COM CUSIP — src ↗	$14.0M	24,961
IDEXX LABS INC · COM CUSIP — src ↗	$98.9K	176

$14.1M

25,137

—

0.2%

—

BSXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for BOSTON SCIENTIFIC CORP, as it reported them
BOSTON SCIENTIFIC CORP · COM CUSIP — src ↗	$13.8M	220,595
BOSTON SCIENTIFIC CORP · COM CUSIP — src ↗	$46.2K	737

$13.9M

221,332

—

0.2%

—

PEPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for PEPSICO INC, as it reported them
PEPSICO INC · COM CUSIP — src ↗	$13.0M	83,943
PEPSICO INC · COM CUSIP — src ↗	$635K	4,086

$13.7M

88,029

—

0.2%

—

COSTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION

1 position · 2 reported rows

Rows Glenview Trust Co reported for COSTCO WHOLESALE CORPORATION, as it reported them
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$13.3M	13,305
COSTCO WHOLESALE CORPORATION · COM CUSIP — src ↗	$144K	145

$13.4M

13,450

—

0.2%

—

BLKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for BLACKROCK INC, as it reported them
BLACKROCK INC · COM CUSIP — src ↗	$12.8M	13,332
BLACKROCK INC · COM CUSIP — src ↗	$476K	495

$13.3M

13,827

—

0.2%

—

ORLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OREILLY AUTOMOTIVE INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for OREILLY AUTOMOTIVE INC, as it reported them
OREILLY AUTOMOTIVE INC · COM CUSIP — src ↗	$13.0M	141,191
OREILLY AUTOMOTIVE INC · COM CUSIP — src ↗	$206K	2,230

$13.2M

143,421

—

0.2%

—

PMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PHILIP MORRIS INTL INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for PHILIP MORRIS INTL INC, as it reported them
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$10.5M	63,704
PHILIP MORRIS INTL INC · COM CUSIP — src ↗	$1.8M	11,047

$12.4M

74,751

—

0.2%

—

ISHARES TR

4 positions · 4 reported rows

Rows Glenview Trust Co reported for ISHARES TR, as it reported them
ISHARES TR · TRS FLT RT BD CUSIP 46434V860 src ↗	$10.8M	213,753
ISHARES TR · CORE DIV GRWTH CUSIP — src ↗	$689K	9,822
ISHARES TR · CORE UNIVRSL USD CUSIP 46434V613 src ↗	$601K	13,013
ISHARES TR · HDG MSCI EAFE CUSIP 46434V803 src ↗	$245K	5,770

$12.4M

242,358

—

0.2%

—

PFEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for PFIZER INC, as it reported them
PFIZER INC · COM CUSIP — src ↗	$11.9M	424,983
PFIZER INC · COM CUSIP — src ↗	$320K	11,389

$12.3M

436,372

—

0.2%

—

VLOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VALERO ENERGY CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for VALERO ENERGY CORP, as it reported them
VALERO ENERGY CORP · COM CUSIP — src ↗	$11.2M	45,142
VALERO ENERGY CORP · COM CUSIP — src ↗	$1.1M	4,352

$12.2M

49,494

—

0.2%

—

PNCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PNC FINL SVCS GROUP INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for PNC FINL SVCS GROUP INC, as it reported them
PNC FINL SVCS GROUP INC · COM CUSIP — src ↗	$11.2M	53,660
PNC FINL SVCS GROUP INC · COM CUSIP — src ↗	$938K	4,508

$12.1M

58,168

—

0.2%

—

TMOverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for THERMO FISHER SCIENTIFIC INC, as it reported them
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$11.3M	22,927
THERMO FISHER SCIENTIFIC INC · COM CUSIP — src ↗	$687K	1,397

$12.0M

24,324

—

0.2%

—

SPGIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S&P GLOBAL INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for S&P GLOBAL INC, as it reported them
S&P GLOBAL INC · COM CUSIP — src ↗	$11.7M	27,524
S&P GLOBAL INC · COM CUSIP — src ↗	$90.2K	212

$11.8M

27,736

—

0.2%

—

URIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UNITED RENTALS INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for UNITED RENTALS INC, as it reported them
UNITED RENTALS INC · COM CUSIP — src ↗	$10.2M	14,048
UNITED RENTALS INC · COM CUSIP — src ↗	$1.3M	1,825

$11.6M

15,873

—

0.2%

—

SCHWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SCHWAB CHARLES CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for SCHWAB CHARLES CORP, as it reported them
SCHWAB CHARLES CORP · COM CUSIP — src ↗	$11.2M	118,909
SCHWAB CHARLES CORP · COM CUSIP — src ↗	$154K	1,641

$11.3M

120,550

—

0.2%

—

CBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHUBB LTD SWITZ

1 position · 2 reported rows

Rows Glenview Trust Co reported for CHUBB LTD SWITZ, as it reported them
CHUBB LTD SWITZ · COM CUSIP — src ↗	$10.7M	32,805
CHUBB LTD SWITZ · COM CUSIP — src ↗	$344K	1,054

$11.0M

33,859

—

0.2%

—

BDXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BECTON DICKINSON & CO

1 position · 2 reported rows

Rows Glenview Trust Co reported for BECTON DICKINSON & CO, as it reported them
BECTON DICKINSON & CO · COM CUSIP — src ↗	$10.9M	69,338
BECTON DICKINSON & CO · COM CUSIP — src ↗	$68.9K	438

$11.0M

69,776

—

0.2%

—

NOWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for SERVICENOW INC, as it reported them
SERVICENOW INC · COM CUSIP — src ↗	$10.9M	103,819
SERVICENOW INC · COM CUSIP — src ↗	$82.3K	787

$10.9M

104,606

—

0.2%

—

SELECT SECTOR SPDR TR

5 positions · 8 reported rows

Rows Glenview Trust Co reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$6.0M	44,908
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$1.3M	8,894
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$1.2M	24,836
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.0M	9,396
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$854K	13,942
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$93.1K	1,885
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$61.6K	420
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$6.7K	60

$10.6M

104,341

—

0.2%

—

NSCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORFOLK SOUTHN CORP

1 position · 2 reported rows

Rows Glenview Trust Co reported for NORFOLK SOUTHN CORP, as it reported them
NORFOLK SOUTHN CORP · COM CUSIP — src ↗	$10.5M	36,451
NORFOLK SOUTHN CORP · COM CUSIP — src ↗	$74.0K	258

$10.5M

36,709

—

0.2%

—

ROPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROPER TECHNOLOGIES INC

1 position · 2 reported rows

Rows Glenview Trust Co reported for ROPER TECHNOLOGIES INC, as it reported them
ROPER TECHNOLOGIES INC · COM CUSIP — src ↗	$9.5M	26,862
ROPER TECHNOLOGIES INC · COM CUSIP — src ↗	$947K	2,675

$10.5M

29,537

—

0.2%

—

VANGUARD BD INDEX FDS

2 positions · 3 reported rows

Rows Glenview Trust Co reported for VANGUARD BD INDEX FDS, as it reported them
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$9.5M	129,268
VANGUARD BD INDEX FDS · TOTAL BND MRKT CUSIP — src ↗	$391K	5,306
VANGUARD BD INDEX FDS · SHORT TRM BOND CUSIP — src ↗	$282K	3,594

$10.2M

138,168

—

0.2%

—

every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).