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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
2376	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$320K	+$16.7K	1	0.08%	Increased
2377	RW Rede Wealth Charlottesville, Virginia	$320K	$0	1	0.19%	Maintained
2378	ESBC E.S. Barr & Co Lexington, Kentucky	$319K	$0	1	0.03%	Maintained
2379	SFO Stokes Family Office New Orleans, Louisiana	$319K	-$8.58K	1	0.05%	Reduced
2380	TP Tranquility Partners Brentwood, Tennessee	$319K	$0	1	0.18%	Maintained
2381	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$317K	+$1.99K	1	0.48%	Increased
2382	MSA Marino Stram & Associates Braintree, Massachusetts	$317K	+$5.7K	1	0.11%	Increased
2383	CP Covenant Partners Nashville, Tennessee	$316K	-$279K	1	0.15%	Reduced
2384	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$315K	+$11.1K	1	0.32%	Increased
2385	SWM Stockman Wealth Management Billings, Montana	$315K	+$1.72K	1	0.09%	Increased
2386	Circle Wealth Management Summit, New Jersey	$314K	-$3.92K	1	0.05%	Reduced
2387	RMC Resources Management Corp West Hartford, Connecticut	$314K	$0	2	0.05%	Maintained
2388	WIM WealthPlan Investment Management Omaha, Nebraska	$314K	+$287K	1	0.02%	New
2389	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$313K	+$107K	1	0.06%	Increased
2390	FLII First Long Island Investors Jericho, New York	$312K	$0	1	0.03%	Maintained
2391	FFWM Future Financial Wealth Management Cincinnati, Ohio	$312K	$0	1	0.36%	Maintained
2392	AWM AllSquare Wealth Management Albany, New York	$311K	$0	2	0.22%	Maintained
2393	C Certuity North Palm Beach, Florida	$310K	-$653K	1	0.07%	Reduced
2394	MCM Morton Capital Management Calabasas, California	$310K	-$11.8K	1	0.14%	Reduced
2395	CI Carroll Investors Mt Pleasant, South Carolina	$309K	+$340K	1	0.25%	New
2396	CWM Centric Wealth Management Chicago, Illinois	$309K	-$12.6K	1	0.12%	Reduced
2397	Chilton Capital Management Houston, Texas	$309K	-$207K	1	0.02%	Reduced
2398	MIP Marietta Investment Partners Milwaukee, Wisconsin	$309K	$0	1	0.09%	Maintained
2399	AF Affiance Financial St. Louis Park, Minnesota	$308K	$0	1	0.17%	Maintained
2400	LCM Leisure Capital Management Costa Mesa, California	$308K	+$9.5K	1	0.19%	Increased