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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2026	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$1.74M	+$6.1K	2	0.19%	Increased
2027	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$1.74M	+$1.46M	2	0.57%	Increased
2028	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$1.73M	-$24.7K	2	0.09%	Reduced
2029	CCC Chesapeake Capital Corp Tampa, Florida	$1.73M	-$1.48M	3	0.91%	Reduced
2030	AA Apriem Advisors Irvine, California	$1.73M	-$5.13K	2	0.15%	Reduced
2031	NFC Northstar Financial Companies Conshohocken, Pennsylvania	$1.73M	-$41K	2	1.16%	Reduced
2032	Park National Corp Newark, Ohio	$1.73M	-$22.7K	2	0.05%	Reduced
2033	PHS Pekin Hardy Strauss Chicago, Illinois	$1.73M	-$201K	1	0.15%	Reduced
2034	FWM Finer Wealth Management Salem, Massachusetts	$1.72M	+$266K	1	0.77%	Increased
2035	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.72M	-$195K	2	0.21%	Reduced
2036	TFA Teamwork Financial Advisors San Antonio, Texas	$1.72M	-$6.37M	2	0.16%	Reduced
2037	FC Financial Consulate Hunt Valley, Maryland	$1.72M	-$32.9K	6	0.19%	Reduced
2038	Focus Financial Network Minneapolis, Minnesota	$1.72M	+$45K	2	0.05%	Increased
2039	BC BDFS Capital Rehoboth Beach, Delaware	$1.71M	$0	1	0.75%	Maintained
2040	1C 111 Capital Paris, France	$1.71M	+$1.04M	4	0.29%	Increased
2041	MB MidFirst Bank Oklahoma City, Oklahoma	$1.71M	+$6.6K	4	0.12%	Increased
2042	FCB First County Bank Stamford, Connecticut	$1.71M	+$37.5K	2	0.8%	Increased
2043	RF Roxbury Financial Mount Arlington, New Jersey	$1.71M	+$116K	2	1.35%	Increased
2044	FAM Frontier Asset Management Sheridan, Wyoming	$1.71M	+$1.65M	1	0.31%	New
2045	SAM Sagewood Asset Management New York	$1.7M	-$243K	3	0.38%	Reduced
2046	CAMV Concord Asset Management (Virginia) Abingdon, Virginia	$1.7M	-$419K	1	0.26%	Reduced
2047	BFO Biltmore Family Office Charlotte, North Carolina	$1.69M	-$400K	2	0.22%	Reduced
2048	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$1.69M	+$1.85M	1	0.97%	New
2049	RB Rodgers Brothers Harmony, Pennsylvania	$1.69M	+$58K	2	0.16%	Increased
2050	OL Optas LLC Austin, Texas	$1.69M	-$449K	2	0.24%	Reduced