Sponsored

The Analysis of CULBERTSON A N & CO INC's Holdings & P&L

Currently, CULBERTSON A N & CO INC holds 140 types of securities in its portfolio with a total value $858.7M. In the most recent quarter, they have increased their positions in VGT (+73.0K shares, valued at $8.7M), VO (+70.8K shares, valued at $5.7M), VUG (+59.1K shares, valued at $5.1M); decreased their positions in GLW (-8.2K shares, valued at $2.1M), CAT (-1.9K shares, valued at $2.0M), GOOG (-2.1K shares, valued at $726.1K); initiated new positions in VBIL (+28.8K shares, valued at $2.2M), N/A (+12.9K shares, valued at $1.9M), DVY (+2.9K shares, valued at $458.9K).

1M P&L

-1.5M-0.21%

3M P&L

+29.1M+4.22%

HY P&L

-37.2M-4.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A152.8M

21.3%

2Insurance - Diversified64.2M

8.9%

3Farm & Heavy Construction Machinery55.9M

7.8%

Top Industries by Stock Count

1N/A46 stocks

39.7%

2Asset Management4 stocks

3.4%

3Banks - Regional4 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.B BERKSHIRE HATHAWAY INC DEL128.3K shares7.24%2026-06-302026-07-29

AAPL APPLE INC178.0K shares-0.68%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON165.5K shares-0.87%2026-06-302026-07-29

CAT CATERPILLAR INC37.8K shares-4.69%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO108.8K shares-0.63%2026-06-302026-07-29

MSFT MICROSOFT CORP85.6K shares2.01%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC25.9K shares-2.65%2026-06-302026-07-29

CMI CUMMINS INC33.8K shares-1.36%2026-06-302026-07-29

Sponsored

GOOG ALPHABET INC65.0K shares-3.07%2026-06-302026-07-29

ABBVIE INC ABBVIE INC80.2K shares-0.30%2026-06-302026-07-29

IWR ISHARES TR165.5K shares0.54%2026-06-302026-07-29

DE DEERE & CO24.7K shares-0.22%2026-06-302026-07-29

MCK MCKESSON CORP20.0K shares0.28%2026-06-302026-07-29

GLW CORNING INC58.3K shares-12.37%2026-06-302026-07-29

ORACLE CORP ORACLE CORP92.8K shares-0.74%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS36.7K shares-1.23%2026-06-302026-07-29

Sponsored

GOOGL ALPHABET INC36.4K shares-0.25%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP93.2K shares-0.41%2026-06-302026-07-29

VB VANGUARD INDEX FDS39.5K shares-0.45%2026-06-302026-07-29

CVX CHEVRON CORPORATION70.2K shares0.32%2026-06-302026-07-29

IWM ISHARES TR38.3K shares2.49%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC90.2K shares-2.96%2026-06-302026-07-29

VGT VANGUARD WORLD FD84.1K shares659.89%2026-06-302026-07-29

AMZN AMAZON COM INC41.8K shares0.75%2026-06-302026-07-29

Sponsored

MKL MARKEL GROUP INC5.1K shares28.31%2026-06-302026-07-29

USB US BANCORP161.5K shares-0.09%2026-06-302026-07-29

MCD MCDONALDS CORP35.9K shares0.01%2026-06-302026-07-29

BN BROOKFIELD CORP209.5K shares5.46%2026-06-302026-07-29

PEP PEPSICO INC65.3K shares-0.85%2026-06-302026-07-29

PG PROCTER & GAMBLE CO57.5K shares-2.40%2026-06-302026-07-29

VISA INC VISA INC24.1K shares0.52%2026-06-302026-07-29

FDX FEDEX CORP26.4K shares0.19%2026-06-302026-07-29

Sponsored

ABT ABBOTT LABORATORIES89.9K shares-2.49%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I26.5K shares-2.12%2026-06-302026-07-29

VO VANGUARD INDEX FDS94.5K shares298.31%2026-06-302026-07-29

BSV VANGUARD BD INDEX FDS97.2K shares-1.85%2026-06-302026-07-29

WFC WELLS FARGO & CO84.6K shares0.00%2026-06-302026-07-29

OEF ISHARES TR17.2K shares-2.03%2026-06-302026-07-29

VUG VANGUARD INDEX FDS71.3K shares485.06%2026-06-302026-07-29

TXN TEXAS INSTRS INC20.6K shares-0.53%2026-06-302026-07-29

Sponsored

VBR VANGUARD INDEX FDS24.7K shares5.46%2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC17.6K shares-3.08%2026-06-302026-07-29

EOG EOG RES INC41.2K shares-1.01%2026-06-302026-07-29

C CITIGROUP INC38.2K shares-1.41%2026-06-302026-07-29

MS MORGAN STANLEY25.1K shares-2.34%2026-06-302026-07-29

VTV VANGUARD INDEX FDS23.9K shares2.34%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN22.0K shares-4.63%2026-06-302026-07-29

WMT WALMART INC43.1K shares-0.23%2026-06-302026-07-29

Sponsored

VGSH VANGUARD SCOTTSDALE FDS83.5K shares3.20%2026-06-302026-07-29

BAC BANK OF AMER CORP82.5K shares1.02%2026-06-302026-07-29

STT STATE STR CORP27.3K shares0.26%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP23.1K shares13.08%2026-06-302026-07-29

VOE VANGUARD INDEX FDS22.4K shares10.89%2026-06-302026-07-29

EES WISDOMTREE TR61.0K shares-1.08%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS26.0K shares-0.17%2026-06-302026-07-29

MTB M & T BK CORP17.1K shares0.12%2026-06-302026-07-29

Sponsored

TJX TJX COS INC NEW23.4K shares0.00%2026-06-302026-07-29

VCSH VANGUARD SCOTTSDALE FDS44.3K shares0.68%2026-06-302026-07-29

CVS CVS HEALTH CORP33.6K shares-3.04%2026-06-302026-07-29

EZM WISDOMTREE TR45.0K shares-1.34%2026-06-302026-07-29

IJR ISHARES TR21.7K shares-0.25%2026-06-302026-07-29

VXUS VANGUARD STAR FDS37.0K shares-1.42%2026-06-302026-07-29

BIL SPDR SERIES TRUST34.3K shares-14.21%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC72.3K shares-5.05%2026-06-302026-07-29

Sponsored

VOO VANGUARD INDEX FDS4.3K shares-5.99%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS10.2K shares-9.41%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC45.2K shares-1.65%2026-06-302026-07-29

VTEB VANGUARD MUN BD FDS50.6K shares17.77%2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC36.2K shares-5.33%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.2K shares17.42%2026-06-302026-07-29

AMGN AMGEN INC6.5K shares-5.49%2026-06-302026-07-29

3M CO 3M CO13.6K shares-10.60%2026-06-302026-07-29

Sponsored

VBIL VANGUARD INSTL INDEX FD28.8K sharesnew addition2026-06-302026-07-29

DLN WISDOMTREE TR22.1K shares2.66%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC19.3K shares-4.01%2026-06-302026-07-29

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC12.9K sharesnew addition2026-06-302026-07-29

UNP UNION PAC CORP6.9K shares0.58%2026-06-302026-07-29

BND VANGUARD BD INDEX FDS24.2K shares0.37%2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION12.1K shares0.00%2026-06-302026-07-29

IJH ISHARES TR22.8K shares-0.67%2026-06-302026-07-29

Sponsored

ZOETIS INC ZOETIS INC24.0K shares193.67%2026-06-302026-07-29

HSY HERSHEY CO9.6K shares-23.89%2026-06-302026-07-29

BX BLACKSTONE INC14.2K shares40.69%2026-06-302026-07-29

KO COCA COLA CO20.3K shares-0.39%2026-06-302026-07-29

T AT&T INC78.4K shares-0.50%2026-06-302026-07-29

DON WISDOMTREE TR28.4K shares0.67%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.1K shares16.21%2026-06-302026-07-29

ISHARES TR ISHARES TR15.6K shares-1.39%2026-06-302026-07-29

Sponsored

TFC TRUIST FINL CORP30.7K shares4.02%2026-06-302026-07-29

VGUS VANGUARD INSTL INDEX FD19.6K shares154.39%2026-06-302026-07-29

HD HOME DEPOT INC4.2K shares-0.60%2026-06-302026-07-29

SPIP SPDR SERIES TRUST56.8K shares0.00%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO3.9K shares0.23%2026-06-302026-07-29

LLY ELI LILLY & CO1.0K shares17.61%2026-06-302026-07-29

PAYX PAYCHEX INC12.5K shares0.00%2026-06-302026-07-29

SBUX STARBUCKS CORP11.8K shares-3.80%2026-06-302026-07-29

Sponsored

META PLATFORMS INC META PLATFORMS INC2.1K shares77.84%2026-06-302026-07-29

PGR PROGRESSIVE CORP5.2K shares20.87%2026-06-302026-07-29

IWN ISHARES TR5.2K shares0.00%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T5.2K shares-9.25%2026-06-302026-07-29

BAM BROOKFIELD ASSET MANAGMT LTD24.6K shares90.51%2026-06-302026-07-29

DVN DEVON ENERGY CORP NEW26.7K shares-25.67%2026-06-302026-07-29

GWX SPDR INDEX SHS FDS24.1K shares0.00%2026-06-302026-07-29

ISHARES TR ISHARES TR1.2K shares-3.86%2026-06-302026-07-29

Sponsored

PFF ISHARES TR29.2K shares-9.60%2026-06-302026-07-29

EFA ISHARES TR8.1K shares18.56%2026-06-302026-07-29

QQQ INVESCO QQQ TR941 shares-8.37%2026-06-302026-07-29

ERIE ERIE INDTY CO2.8K shares0.00%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.00%2026-06-302026-07-29

OMC OMNICOM GROUP INC8.8K shares0.00%2026-06-302026-07-29

ITOT ISHARES TR3.7K shares0.00%2026-06-302026-07-29

SPDR SERIES TRUST SPDR SERIES TRUST6.9K shares162.96%2026-06-302026-07-29

Sponsored

LOW LOWES COS INC2.7K shares-23.31%2026-06-302026-07-29

SLB SLB LIMITED12.3K shares-6.05%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION550 shares-5.98%2026-06-302026-07-29

DVY ISHARES TR2.9K sharesnew addition2026-06-302026-07-29

CMCSA COMCAST CORP NEW18.5K shares1.42%2026-06-302026-07-29

MMC MARSH & MCLENNAN COS INC2.7K sharesnew addition2026-06-302026-07-29

VCIT VANGUARD SCOTTSDALE FDS5.4K shares3.82%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR15.0K shares0.00%2026-06-302026-07-29

Sponsored

NKE NIKE INC9.7K shares3.28%2026-06-302026-07-29

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC2.6K shares14.42%2026-06-302026-07-29

VUSB VANGUARD BD INDEX FDS7.1K shares6.77%2026-06-302026-07-29

EFV ISHARES TR4.6K shares0.00%2026-06-302026-07-29

GEV GE VERNOVA INC282 shares4.83%2026-06-302026-07-29

ISHARES TR ISHARES TR3.4K shares1.04%2026-06-302026-07-29

KVUE KENVUE INC15.2K shares0.00%2026-06-302026-07-29

GLD SPDR GOLD TR785 sharesnew addition2026-06-302026-07-29

Sponsored

MOAT VANECK ETF TRUST2.7K shares0.00%2026-06-302026-07-29

DWM WISDOMTREE TR3.7K shares0.00%2026-06-302026-07-29

CLX CLOROX CO DEL2.8K shares-10.72%2026-06-302026-07-29

BROADCOM INC BROADCOM INC688 sharesnew addition2026-06-302026-07-29

GIS GENERAL MILLS INC7.1K shares-10.37%2026-06-302026-07-29

BA BOEING CO1.1K shares6.05%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2026-06-302026-07-29

OBT ORANGE CNTY BANCORP INC5.8K sharesnew addition2026-06-302026-07-29

Sponsored

CMF ISHARES TR3.5K sharesnew addition2026-06-302026-07-29

SYY SYSCO CORP2.4K sharesnew addition2026-06-302026-07-29

PSKY PARAMOUNT SKYDANCE CORP16.0K shares0.00%2026-06-302026-07-29

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL40.0K shares0.00%2026-06-302026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.24%

Shares128.3K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-0.68%

Shares178.0K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-0.87%

Shares165.5K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

-4.69%

Shares37.8K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-0.63%

Shares108.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

2.01%

Shares85.6K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

-2.65%

Shares25.9K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

-1.36%

Shares33.8K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

-3.07%

Shares65.0K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-0.30%

Shares80.2K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

0.54%

Shares165.5K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-0.22%

Shares24.7K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

0.28%

Shares20.0K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-12.37%

Shares58.3K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-0.74%

Shares92.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-1.23%

Shares36.7K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

-0.25%

Shares36.4K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-0.41%

Shares93.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.45%

Shares39.5K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

0.32%

Shares70.2K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

2.49%

Shares38.3K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

-2.96%

Shares90.2K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

659.89%

Shares84.1K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

0.75%

Shares41.8K

Event2026-06-30

Filed2026-07-29

MKL

MARKEL GROUP INC

28.31%

Shares5.1K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

-0.09%

Shares161.5K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

0.01%

Shares35.9K

Event2026-06-30

Filed2026-07-29

BROOKFIELD CORP

5.46%

Shares209.5K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-0.85%

Shares65.3K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-2.40%

Shares57.5K

Event2026-06-30

Filed2026-07-29

VISA INC

0.52%

Shares24.1K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

0.19%

Shares26.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-2.49%

Shares89.9K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

-2.12%

Shares26.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

298.31%

Shares94.5K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD BD INDEX FDS

-1.85%

Shares97.2K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

0.00%

Shares84.6K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR

-2.03%

Shares17.2K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

485.06%

Shares71.3K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

-0.53%

Shares20.6K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

5.46%

Shares24.7K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

-3.08%

Shares17.6K

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

-1.01%

Shares41.2K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

-1.41%

Shares38.2K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-2.34%

Shares25.1K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

2.34%

Shares23.9K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

-4.63%

Shares22.0K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

-0.23%

Shares43.1K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

3.20%

Shares83.5K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

1.02%

Shares82.5K

Event2026-06-30

Filed2026-07-29

STT

STATE STR CORP

0.26%

Shares27.3K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

13.08%

Shares23.1K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

10.89%

Shares22.4K

Event2026-06-30

Filed2026-07-29

EES

WISDOMTREE TR

-1.08%

Shares61.0K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

-0.17%

Shares26.0K

Event2026-06-30

Filed2026-07-29

MTB

M & T BK CORP

0.12%

Shares17.1K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

0.00%

Shares23.4K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SCOTTSDALE FDS

0.68%

Shares44.3K

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

-3.04%

Shares33.6K

Event2026-06-30

Filed2026-07-29

EZM

WISDOMTREE TR

-1.34%

Shares45.0K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

-0.25%

Shares21.7K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

-1.42%

Shares37.0K

Event2026-06-30

Filed2026-07-29

BIL

SPDR SERIES TRUST

-14.21%

Shares34.3K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-5.05%

Shares72.3K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

-5.99%

Shares4.3K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

-9.41%

Shares10.2K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

-1.65%

Shares45.2K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD MUN BD FDS

17.77%

Shares50.6K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

-5.33%

Shares36.2K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

17.42%

Shares3.2K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

-5.49%

Shares6.5K

Event2026-06-30

Filed2026-07-29

3M CO

-10.60%

Shares13.6K

Event2026-06-30

Filed2026-07-29

VBIL

VANGUARD INSTL INDEX FD

New

Shares28.8K

Event2026-06-30

Filed2026-07-29

DLN

WISDOMTREE TR

2.66%

Shares22.1K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

-4.01%

Shares19.3K

Event2026-06-30

Filed2026-07-29

FEDEX FGHT HLDG CO INC

New

Shares12.9K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

0.58%

Shares6.9K

Event2026-06-30

Filed2026-07-29

BND

VANGUARD BD INDEX FDS

0.37%

Shares24.2K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

-0.67%

Shares22.8K

Event2026-06-30

Filed2026-07-29

ZOETIS INC

193.67%

Shares24.0K

Event2026-06-30

Filed2026-07-29

HSY

HERSHEY CO

-23.89%

Shares9.6K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

40.69%

Shares14.2K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-0.39%

Shares20.3K

Event2026-06-30

Filed2026-07-29

AT&T INC

-0.50%

Shares78.4K

Event2026-06-30

Filed2026-07-29

DON

WISDOMTREE TR

0.67%

Shares28.4K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

16.21%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-1.39%

Shares15.6K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

4.02%

Shares30.7K

Event2026-06-30

Filed2026-07-29

VGUS

VANGUARD INSTL INDEX FD

154.39%

Shares19.6K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-0.60%

Shares4.2K

Event2026-06-30

Filed2026-07-29

SPIP

SPDR SERIES TRUST

0.00%

Shares56.8K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

0.23%

Shares3.9K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

17.61%

Shares1.0K

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

-3.80%

Shares11.8K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

77.84%

Shares2.1K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

20.87%

Shares5.2K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

-9.25%

Shares5.2K

Event2026-06-30

Filed2026-07-29

BAM

BROOKFIELD ASSET MANAGMT LTD

90.51%

Shares24.6K

Event2026-06-30

Filed2026-07-29

DVN

DEVON ENERGY CORP NEW

-25.67%

Shares26.7K

Event2026-06-30

Filed2026-07-29

GWX

SPDR INDEX SHS FDS

0.00%

Shares24.1K

Event2026-06-30

Filed2026-07-29

ISHARES TR

-3.86%

Shares1.2K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

-9.60%

Shares29.2K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

18.56%

Shares8.1K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

-8.37%

Shares941

Event2026-06-30

Filed2026-07-29

ERIE

ERIE INDTY CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-29

OMC

OMNICOM GROUP INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

SPDR SERIES TRUST

162.96%

Shares6.9K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

-23.31%

Shares2.7K

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED

-6.05%

Shares12.3K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-5.98%

Shares550

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

New

Shares2.9K

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW

1.42%

Shares18.5K

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

VCIT

VANGUARD SCOTTSDALE FDS

3.82%

Shares5.4K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC

3.28%

Shares9.7K

Event2026-06-30

Filed2026-07-29

CONSTELLATION BRANDS INC

14.42%

Shares2.6K

Event2026-06-30

Filed2026-07-29

VUSB

VANGUARD BD INDEX FDS

6.77%

Shares7.1K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

4.83%

Shares282

Event2026-06-30

Filed2026-07-29

ISHARES TR

1.04%

Shares3.4K

Event2026-06-30

Filed2026-07-29

KVUE

KENVUE INC

0.00%

Shares15.2K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

New

Shares785

Event2026-06-30

Filed2026-07-29

MOAT

VANECK ETF TRUST

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

DWM

WISDOMTREE TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

CLX

CLOROX CO DEL

-10.72%

Shares2.8K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

New

Shares688

Event2026-06-30

Filed2026-07-29

GIS

GENERAL MILLS INC

-10.37%

Shares7.1K

Event2026-06-30

Filed2026-07-29

BOEING CO

6.05%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.7K

Event2026-06-30

Filed2026-07-29

OBT

ORANGE CNTY BANCORP INC

New

Shares5.8K

Event2026-06-30

Filed2026-07-29

CMF

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-29

PSKY

PARAMOUNT SKYDANCE CORP

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-29

LIBERTY MEDIA CORP DEL

0.00%

Shares40.0K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available