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The Analysis of Klingman & Associates, LLC's Holdings & P&L

Currently, Klingman & Associates, LLC holds 350 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in VTIP (+186.2K shares, valued at $9.4M), N/A (+44.8K shares, valued at $4.3M), IJH (+48.0K shares, valued at $3.7M); decreased their positions in JMST (-106.5K shares, valued at $5.4M), N/A (-14.6K shares, valued at $3.8M), CFG (-47.0K shares, valued at $3.3M); initiated new positions in IBDY (+78.8K shares, valued at $2.0M), VSAT (+5.3K shares, valued at $473.4K), DELL (+870 shares, valued at $375.4K).

1M P&L

+191.0K+0.01%

3M P&L

+52.0M+3.16%

HY P&L

+111.7M+7.06%

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/A1.4B

81.0%

2Consumer Electronics76.4M

4.6%

3Banks - Regional32.1M

1.9%

Top Industries by Stock Count

1N/A131 stocks

42.5%

2Semiconductors10 stocks

3.2%

3Drug Manufacturers - General9 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR530.7K shares0.77%2026-06-302026-07-29

VTIP VANGUARD MALVERN FDS2.6M shares7.68%2026-06-302026-07-29

IJH ISHARES TR1.6M shares3.09%2026-06-302026-07-29

ISHARES TR ISHARES TR1.0M shares4.68%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS1.2M shares2.87%2026-06-302026-07-29

IJR ISHARES TR596.8K shares0.68%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T114.9K shares-0.40%2026-06-302026-07-29

SPYG SPDR SERIES TRUST646.8K shares-1.22%2026-06-302026-07-29

Sponsored

AAPL APPLE INC264.0K shares-2.17%2026-06-302026-07-29

SPYV SPDR SERIES TRUST1.2M shares0.00%2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F984.3K shares-2.00%2026-06-302026-07-29

RWL INVESCO EXCH TRADED FD TR II353.6K shares7.46%2026-06-302026-07-29

IEMG ISHARES INC501.0K shares3.50%2026-06-302026-07-29

IBDU ISHARES TR1.6M shares2.64%2026-06-302026-07-29

IBDV ISHARES TR1.7M shares3.95%2026-06-302026-07-29

IBDW ISHARES TR1.8M shares3.93%2026-06-302026-07-29

Sponsored

USMV ISHARES TR354.8K shares-1.87%2026-06-302026-07-29

MDYG SPDR SERIES TRUST297.6K shares-8.21%2026-06-302026-07-29

PRF INVESCO EXCHANGE TRADED FD T614.2K shares-0.64%2026-06-302026-07-29

IBDT ISHARES TR1.3M shares-0.73%2026-06-302026-07-29

MDYV SPDR SERIES TRUST340.5K shares-7.93%2026-06-302026-07-29

SLYV SPDR SERIES TRUST279.9K shares-0.40%2026-06-302026-07-29

IBDX ISHARES TR1.2M shares8.68%2026-06-302026-07-29

MDY STATE STR SPDR S&P MIDCAP 4041.5K shares-0.43%2026-06-302026-07-29

Sponsored

CFG CITIZENS FINL GROUP INC409.9K shares-10.28%2026-06-302026-07-29

SDY SPDR SERIES TRUST187.3K shares-1.07%2026-06-302026-07-29

SLYG SPDR SERIES TRUST203.9K shares-0.10%2026-06-302026-07-29

IBDS ISHARES TR959.6K shares-2.63%2026-06-302026-07-29

DATADOG INC DATADOG INC67.5K shares-17.82%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS45.0K shares0.07%2026-06-302026-07-29

AMZN AMAZON COM INC61.8K shares5.90%2026-06-302026-07-29

MSFT MICROSOFT CORP37.8K shares1.63%2026-06-302026-07-29

Sponsored

NVDA NVIDIA CORPORATION69.6K shares4.11%2026-06-302026-07-29

SCZ ISHARES TR155.2K shares-0.98%2026-06-302026-07-29

NYF ISHARES TR236.0K shares-1.61%2026-06-302026-07-29

GOOG ALPHABET INC31.6K shares1.92%2026-06-302026-07-29

GOOGL ALPHABET INC27.8K shares1.71%2026-06-302026-07-29

IWM ISHARES TR30.9K shares-1.24%2026-06-302026-07-29

IWB ISHARES TR21.7K shares-1.43%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO26.2K shares1.49%2026-06-302026-07-29

Sponsored

VOO VANGUARD INDEX FDS11.4K shares0.62%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL15.4K shares11.08%2026-06-302026-07-29

SOXX ISHARES TR12.0K shares-14.32%2026-06-302026-07-29

APPLIED MATLS INC APPLIED MATLS INC10.5K shares0.42%2026-06-302026-07-29

TDTT FLEXSHARES TR264.4K shares-0.61%2026-06-302026-07-29

JLL JONES LANG LASALLE INC19.0K shares0.00%2026-06-302026-07-29

VNQ VANGUARD INDEX FDS57.7K shares-1.09%2026-06-302026-07-29

BROADCOM INC BROADCOM INC14.4K shares3.76%2026-06-302026-07-29

Sponsored

EXXON MOBIL CORP EXXON MOBIL CORP39.0K shares0.25%2026-06-302026-07-29

DVY ISHARES TR32.1K shares-0.27%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON17.4K shares-3.45%2026-06-302026-07-29

DFAT DIMENSIONAL ETF TRUST62.9K shares-2.29%2026-06-302026-07-29

SPLV INVESCO EXCH TRADED FD TR II55.2K shares0.00%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F47.7K shares0.27%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC7.1K shares5.27%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED7.5K shares-3.58%2026-06-302026-07-29

Sponsored

CROX CROCS INC31.7K shares5.25%2026-06-302026-07-29

GE GE AEROSPACE9.8K shares2.12%2026-06-302026-07-29

IWF ISHARES TR29.0K shares300.14%2026-06-302026-07-29

DFIV DIMENSIONAL ETF TRUST66.3K shares-0.18%2026-06-302026-07-29

TSLA TESLA INC8.2K shares1.77%2026-06-302026-07-29

ABBVIE INC ABBVIE INC13.2K shares0.37%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC2.9K shares11.16%2026-06-302026-07-29

EFA ISHARES TR31.6K shares1.50%2026-06-302026-07-29

Sponsored

LAMR LAMAR ADVERTISING CO20.4K shares-0.25%2026-06-302026-07-29

IWN ISHARES TR14.3K shares0.00%2026-06-302026-07-29

VB VANGUARD INDEX FDS10.4K shares-0.40%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION3.3K shares-2.02%2026-06-302026-07-29

CAT CATERPILLAR INC2.9K shares2.96%2026-06-302026-07-29

GEV GE VERNOVA INC2.6K shares2.39%2026-06-302026-07-29

VUG VANGUARD INDEX FDS35.4K shares447.68%2026-06-302026-07-29

VISA INC VISA INC8.8K shares-3.50%2026-06-302026-07-29

Sponsored

RSP INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2026-06-302026-07-29

LLY ELI LILLY & CO2.4K shares4.28%2026-06-302026-07-29

IXUS ISHARES TR29.5K shares-1.45%2026-06-302026-07-29

HDV ISHARES TR101.0K shares399.22%2026-06-302026-07-29

C CITIGROUP INC19.1K shares0.80%2026-06-302026-07-29

INTC INTEL CORP18.7K shares7.09%2026-06-302026-07-29

VTV VANGUARD INDEX FDS11.9K shares-0.01%2026-06-302026-07-29

OEF ISHARES TR6.9K shares-3.67%2026-06-302026-07-29

Sponsored

AMD ADVANCED MICRO DEVICES INC4.2K shares7.74%2026-06-302026-07-29

JPST J P MORGAN EXCHANGE TRADED F47.8K shares0.00%2026-06-302026-07-29

TJX TJX COS INC NEW15.2K shares0.09%2026-06-302026-07-29

PG PROCTER & GAMBLE CO15.3K shares-1.47%2026-06-302026-07-29

QQQ INVESCO QQQ TR3.0K shares2.99%2026-06-302026-07-29

HD HOME DEPOT INC6.1K shares-2.16%2026-06-302026-07-29

ORACLE CORP ORACLE CORP14.2K shares-2.86%2026-06-302026-07-29

GLW CORNING INC8.1K shares1.20%2026-06-302026-07-29

Sponsored

IBDY ISHARES TR78.8K sharesnew addition2026-06-302026-07-29

WMT WALMART INC17.5K shares4.79%2026-06-302026-07-29

IVOO VANGUARD ADMIRAL FDS INC14.8K shares-0.84%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC16.2K shares3.09%2026-06-302026-07-29

VBR VANGUARD INDEX FDS7.8K shares-0.08%2026-06-302026-07-29

EFAV ISHARES TR21.7K shares-3.86%2026-06-302026-07-29

RWK INVESCO EXCH TRADED FD TR II12.9K shares-0.15%2026-06-302026-07-29

DFUV DIMENSIONAL ETF TRUST32.2K shares2.13%2026-06-302026-07-29

Sponsored

RJF RAYMOND JAMES FINL INC11.5K shares-6.33%2026-06-302026-07-29

ITOT ISHARES TR10.3K shares-2.03%2026-06-302026-07-29

RWJ INVESCO EXCH TRADED FD TR II28.3K shares0.00%2026-06-302026-07-29

UBSI UNITED BANKSHARES INC WEST V35.4K shares14.73%2026-06-302026-07-29

VBK VANGUARD INDEX FDS4.4K shares-1.23%2026-06-302026-07-29

BX BLACKSTONE INC13.6K shares1.69%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC18.2K shares1.11%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFAC3.3K shares2.80%2026-06-302026-07-29

Sponsored

KO COCA COLA CO19.1K shares-9.64%2026-06-302026-07-29

LOW LOWES COS INC7.0K shares106.58%2026-06-302026-07-29

VIOO VANGUARD ADMIRAL FDS INC11.0K shares0.00%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC1.5K shares2.75%2026-06-302026-07-29

DE DEERE & CO2.4K shares1.45%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN6.7K shares0.19%2026-06-302026-07-29

IWR ISHARES TR13.5K shares-2.24%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS9.3K shares0.00%2026-06-302026-07-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS5.0K shares1.78%2026-06-302026-07-29

TXN TEXAS INSTRS INC4.7K shares1.28%2026-06-302026-07-29

EEM ISHARES TR20.4K shares-0.30%2026-06-302026-07-29

LRCX LAM RESEARCH CORP3.2K shares8.73%2026-06-302026-07-29

MCD MCDONALDS CORP5.0K shares-7.49%2026-06-302026-07-29

MRK MERCK & CO INC10.5K shares1.61%2026-06-302026-07-29

ASML ASML HLDG NV671 shares11.83%2026-06-302026-07-29

HUBB HUBBELL INC2.5K shares0.47%2026-06-302026-07-29

Sponsored

SCHF SCHWAB STRATEGIC TR47.1K shares-2.67%2026-06-302026-07-29

NEAR ISHARES U S ETF TR25.6K shares-36.68%2026-06-302026-07-29

JFLX J P MORGAN EXCHANGE TRADED F25.4K shares-1.35%2026-06-302026-07-29

MS MORGAN STANLEY6.1K shares-10.46%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR6.5K shares27.09%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC6.6K shares3.62%2026-06-302026-07-29

CVX CHEVRON CORPORATION7.0K shares5.01%2026-06-302026-07-29

IAU ISHARES GOLD TR15.0K shares-3.80%2026-06-302026-07-29

Sponsored

BAC BANK OF AMER CORP19.6K shares5.81%2026-06-302026-07-29

DFIP DIMENSIONAL ETF TRUST26.7K shares0.00%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION5.7K shares0.04%2026-06-302026-07-29

GLD SPDR GOLD TR2.9K shares0.00%2026-06-302026-07-29

KLAC KLA CORP3.5K shares931.09%2026-06-302026-07-29

MINT PIMCO ETF TR10.5K shares-48.78%2026-06-302026-07-29

AVUV AMERICAN CENTY ETF TR8.3K shares0.28%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS4.4K shares-13.67%2026-06-302026-07-29

Sponsored

ABT ABBOTT LABORATORIES11.3K shares-7.26%2026-06-302026-07-29

DIS DISNEY WALT CO10.2K shares54.51%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.13.7K shares-19.43%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP1.9K shares0.58%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC10.5K shares-10.96%2026-06-302026-07-29

CSX CSX CORP20.2K shares0.57%2026-06-302026-07-29

DFUS DIMENSIONAL ETF TRUST11.7K shares0.00%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC1.9K shares-2.47%2026-06-302026-07-29

Sponsored

SNDK SANDISK CORP411 shares13.54%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO2.8K shares2.41%2026-06-302026-07-29

SMH VANECK ETF TRUST1.4K shares33.78%2026-06-302026-07-29

PDN INVESCO EXCH TRADED FD TR II20.3K shares-4.76%2026-06-302026-07-29

EFG ISHARES TR7.3K shares-0.79%2026-06-302026-07-29

SCHX SCHWAB STRATEGIC TR30.8K shares0.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC2.6K shares4.75%2026-06-302026-07-29

COMP COMPASS INC70.4K shares-0.02%2026-06-302026-07-29

Sponsored

VXUS VANGUARD STAR FDS10.1K shares3.48%2026-06-302026-07-29

ROST ROSS STORES INC4.0K shares1.26%2026-06-302026-07-29

EMR EMERSON ELEC CO6.0K shares2.28%2026-06-302026-07-29

URI UNITED RENTALS INC745 shares7.81%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.0K shares8.31%2026-06-302026-07-29

LIN LINDE PLC1.6K shares2.41%2026-06-302026-07-29

BLK BLACKROCK INC871 shares1.04%2026-06-302026-07-29

MO ALTRIA GROUP INC11.6K shares2.41%2026-06-302026-07-29

Sponsored

CMI CUMMINS INC1.2K shares0.87%2026-06-302026-07-29

WFC WELLS FARGO & CO10.0K shares-4.87%2026-06-302026-07-29

CPNG COUPANG INC46.7K shares-0.67%2026-06-302026-07-29

FFIV F5 INC1.9K shares0.31%2026-06-302026-07-29

JMST J P MORGAN EXCHANGE TRADED F15.3K shares-87.44%2026-06-302026-07-29

AMGN AMGEN INC2.1K shares2.05%2026-06-302026-07-29

ED CONSOLIDATED EDISON INC6.7K shares1.50%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP7.9K shares-5.57%2026-06-302026-07-29

Sponsored

TFC TRUIST FINL CORP14.5K shares4.53%2026-06-302026-07-29

SCHC SCHWAB STRATEGIC TR14.8K shares0.09%2026-06-302026-07-29

NVS NOVARTIS AG4.5K shares5.36%2026-06-302026-07-29

PFE PFIZER INC28.2K shares-0.75%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC1.7K shares37.83%2026-06-302026-07-29

PGR PROGRESSIVE CORP3.0K shares2.08%2026-06-302026-07-29

BKNG BOOKING HOLDINGS INC3.7K shares2331.13%2026-06-302026-07-29

HSY HERSHEY CO3.7K shares0.05%2026-06-302026-07-29

Sponsored

VRA VERA BRADLEY INC160.1K shares49.98%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP972 shares2.75%2026-06-302026-07-29

SHY ISHARES TR7.4K shares-63.32%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL631 shares3.95%2026-06-302026-07-29

IWD ISHARES TR2.5K shares-4.90%2026-06-302026-07-29

IDEV ISHARES TR6.7K shares0.00%2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC2.0K shares0.24%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP598 shares2.93%2026-06-302026-07-29

Sponsored

XLE SELECT SECTOR SPDR TR11.0K shares11.37%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP1.9K shares0.82%2026-06-302026-07-29

QCOM QUALCOMM INC3.1K shares23.68%2026-06-302026-07-29

ECL ECOLAB INC2.1K shares10.33%2026-06-302026-07-29

VGT VANGUARD WORLD FD4.7K shares924.89%2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC2.1K shares-1.57%2026-06-302026-07-29

VSS VANGUARD INTL EQUITY INDEX F3.6K shares0.00%2026-06-302026-07-29

FRA BLACKROCK FLOATING RATE INCO49.6K shares3.40%2026-06-302026-07-29

Sponsored

ADI ANALOG DEVICES INC1.4K shares1.70%2026-06-302026-07-29

HLT HILTON WORLDWIDE HLDGS INC1.6K shares1.23%2026-06-302026-07-29

VGSH VANGUARD SCOTTSDALE FDS9.3K shares0.00%2026-06-302026-07-29

IVE ISHARES TR2.4K shares-16.00%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC4.5K shares0.69%2026-06-302026-07-29

DHR DANAHER CORP DEL2.7K shares16.99%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC12.2K shares2.12%2026-06-302026-07-29

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

Sponsored

IWO ISHARES TR1.3K shares0.00%2026-06-302026-07-29

DTCR GLOBAL X FDS16.4K shares0.00%2026-06-302026-07-29

DGRW WISDOMTREE TR5.1K shares0.00%2026-06-302026-07-29

AOA ISHARES TR5.0K shares0.00%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR16.9K shares0.00%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO5.0K shares-1.14%2026-06-302026-07-29

WSM WILLIAMS SONOMA INC2.1K shares-0.48%2026-06-302026-07-29

SBUX STARBUCKS CORP4.7K shares2.24%2026-06-302026-07-29

Sponsored

IOO ISHARES TR3.5K shares0.00%2026-06-302026-07-29

VSAT VIASAT INC5.3K sharesnew addition2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED1.4K shares1.32%2026-06-302026-07-29

QUAL ISHARES TR2.1K shares-13.18%2026-06-302026-07-29

SCHG SCHWAB STRATEGIC TR13.6K shares-5.19%2026-06-302026-07-29

T AT&T INC21.8K shares-1.60%2026-06-302026-07-29

IBDR ISHARES TR18.4K shares0.00%2026-06-302026-07-29

VOE VANGUARD INDEX FDS2.2K shares-2.04%2026-06-302026-07-29

Sponsored

LNT ALLIANT ENERGY CORP5.6K shares0.62%2026-06-302026-07-29

FBRT FRANKLIN BSP RLTY TR INC52.0K shares24.73%2026-06-302026-07-29

SYK STRYKER CORPORATION1.3K shares-14.76%2026-06-302026-07-29

CORTEVA INC CORTEVA INC5.0K shares1.36%2026-06-302026-07-29

SUSA ISHARES TR2.7K shares0.00%2026-06-302026-07-29

PEP PEPSICO INC3.1K shares-0.19%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP2.1K shares5.89%2026-06-302026-07-29

PFF ISHARES TR13.3K shares-4.73%2026-06-302026-07-29

Sponsored

J JACOBS SOLUTIONS INC3.2K shares-1.59%2026-06-302026-07-29

VDE VANGUARD WORLD FD2.7K shares-42.49%2026-06-302026-07-29

PSX PHILLIPS 662.4K shares1.83%2026-06-302026-07-29

VRP INVESCO EXCH TRADED FD TR II16.6K shares0.00%2026-06-302026-07-29

ETSY INC ETSY INC5.3K shares-43.40%2026-06-302026-07-29

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION3.6K shares4.48%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I1.4K shares3.04%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO4.2K shares2.82%2026-06-302026-07-29

Sponsored

VOT VANGUARD INDEX FDS1.2K shares-1.19%2026-06-302026-07-29

Q QNITY ELECTRONICS INC2.3K shares1.70%2026-06-302026-07-29

XLP SELECT SECTOR SPDR TR4.6K shares-7.42%2026-06-302026-07-29

APH AMPHENOL CORP2.2K shares6.26%2026-06-302026-07-29

SERVICENOW INC SERVICENOW INC3.8K shares1.27%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC870 sharesnew addition2026-06-302026-07-29

CACC CREDIT ACCEP CORP MICH587 shares0.69%2026-06-302026-07-29

IYW ISHARES TR1.5K shares-7.81%2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP1.3K shares-20.65%2026-06-302026-07-29

GBDC GOLUB CAP BDC INC27.8K shares0.00%2026-06-302026-07-29

HSBC HSBC HLDGS PLC3.7K shares12.75%2026-06-302026-07-29

ANET ARISTA NETWORKS INC2.1K shares4.89%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP986 shares3.90%2026-06-302026-07-29

FAST FASTENAL CO7.3K shares0.57%2026-06-302026-07-29

COP CONOCOPHILLIPS3.3K shares3.73%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC4.8K shares-3.23%2026-06-302026-07-29

Sponsored

IBMR ISHARES TR13.5K shares-10.45%2026-06-302026-07-29

3M CO 3M CO2.1K shares1.39%2026-06-302026-07-29

CGMS CAPITAL GRP FIXED INCM ETF T12.4K shares0.00%2026-06-302026-07-29

GILD GILEAD SCIENCES INC2.7K shares0.72%2026-06-302026-07-29

EME EMCOR GROUP INC403 shares-8.62%2026-06-302026-07-29

ASTRAZENECA PLC ASTRAZENECA PLC1.7K shares9.97%2026-06-302026-07-29

SHEL SHELL PLC4.2K shares7.55%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC1.5K sharesnew addition2026-06-302026-07-29

Sponsored

VDC VANGUARD WORLD FD1.4K shares-0.48%2026-06-302026-07-29

FNDC SCHWAB STRATEGIC TR6.7K shares0.00%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.5K sharesnew addition2026-06-302026-07-29

SCHV SCHWAB STRATEGIC TR9.0K shares-7.58%2026-06-302026-07-29

ESGU ISHARES TR1.9K shares5.26%2026-06-302026-07-29

DGRO ISHARES TR4.1K shares0.00%2026-06-302026-07-29

DEM WISDOMTREE TR5.7K shares0.00%2026-06-302026-07-29

ETN EATON CORP PLC715 shares7.84%2026-06-302026-07-29

Sponsored

VO VANGUARD INDEX FDS3.7K shares299.89%2026-06-302026-07-29

STLD STEEL DYNAMICS INC1.3K shares1.00%2026-06-302026-07-29

BA BOEING CO1.4K shares-5.95%2026-06-302026-07-29

KKR KKR & CO INC3.3K shares5.48%2026-06-302026-07-29

IGM ISHARES TR1.8K shares1.17%2026-06-302026-07-29

CRM SALESFORCE INC1.9K shares-18.72%2026-06-302026-07-29

CDNS CADENCE DESIGN SYSTEM INC783 sharesnew addition2026-06-302026-07-29

BHP BHP BILLITON LIMITED3.5K shares11.94%2026-06-302026-07-29

Sponsored

S&P GLOBAL INC S&P GLOBAL INC761 sharesnew addition2026-06-302026-07-29

EQR EQUITY RESIDENTIAL4.3K shares0.73%2026-06-302026-07-29

DB DEUTSCHE BK AG8.5K sharesnew addition2026-06-302026-07-29

SCHD SCHWAB STRATEGIC TR9.1K shares0.00%2026-06-302026-07-29

IUSV ISHARES TR2.6K shares0.00%2026-06-302026-07-29

WMB WILLIAMS COS INC3.8K shares2.11%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW2.2K shares2.43%2026-06-302026-07-29

DTD WISDOMTREE TR3.0K shares0.00%2026-06-302026-07-29

Sponsored

IBMP ISHARES TR11.0K shares-4.73%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC1.1K shares4.06%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL8.7K shares1.79%2026-06-302026-07-29

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A594 shares-3.57%2026-06-302026-07-29

VRTX VERTEX PHARMACEUTICALS INC547 shares3.40%2026-06-302026-07-29

FDX FEDEX CORP860 shares-0.92%2026-06-302026-07-29

UL UNILEVER PLC4.5K shares3.94%2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares26.89%2026-06-302026-07-29

Sponsored

BNL BROADSTONE NET LEASE INC12.7K shares0.66%2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.8K shares4.90%2026-06-302026-07-29

APPLOVIN CORP APPLOVIN CORP509 sharesnew addition2026-06-302026-07-29

VV VANGUARD INDEX FDS753 shares-2.84%2026-06-302026-07-29

MPC MARATHON PETE CORP1.0K shares3.70%2026-06-302026-07-29

ASST STRIVE INC23.5K shares-68.18%2026-06-302026-07-29

BXSL BLACKSTONE SECD LENDING FD10.7K shares0.12%2026-06-302026-07-29

MCO MOODYS CORP561 shares6.45%2026-06-302026-07-29

Sponsored

UPS UNITED PARCEL SVCS INC2.3K shares0.04%2026-06-302026-07-29

RBC RBC BEARINGS INC391 shares-3.46%2026-06-302026-07-29

FNDX SCHWAB STRATEGIC TR8.0K shares0.00%2026-06-302026-07-29

AKRE PROFESIONALLY MANAGED PORTFO4.6K shares0.00%2026-06-302026-07-29

CIEN CIENA CORP503 sharesnew addition2026-06-302026-07-29

IBMQ ISHARES TR9.6K shares-23.60%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC178 sharesnew addition2026-06-302026-07-29

PAYX PAYCHEX INC2.5K sharesnew addition2026-06-302026-07-29

Sponsored

TT TRANE TECHNOLOGIES PLC499 sharesnew addition2026-06-302026-07-29

WELL WELLTOWER INC1.1K sharesnew addition2026-06-302026-07-29

TPR TAPESTRY INC1.7K shares0.18%2026-06-302026-07-29

CVS CVS HEALTH CORP2.3K shares-36.59%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO4.2K shares1.26%2026-06-302026-07-29

YUM YUM BRANDS INC1.5K shares1.22%2026-06-302026-07-29

REGN REGENERON PHARMACEUTICALS384 shares-1.79%2026-06-302026-07-29

CPT CAMDEN PPTY TR2.1K shares-0.67%2026-06-302026-07-29

Sponsored

TMUS T-MOBILE US INC1.4K shares-14.50%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC800 sharesnew addition2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F1.5K shares-2.30%2026-06-302026-07-29

NVO NOVO-NORDISK A S4.8K sharesnew addition2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC691 sharesnew addition2026-06-302026-07-29

INDA ISHARES TR4.6K sharesnew addition2026-06-302026-07-29

LUMENTUM HLDGS INC LUMENTUM HLDGS INC262 sharesnew addition2026-06-302026-07-29

GBX GREENBRIER COS INC4.6K shares-1.57%2026-06-302026-07-29

Sponsored

GSLC GOLDMAN SACHS ETF TR1.6K sharesnew addition2026-06-302026-07-29

EPD ENTERPRISE PRODS PARTNERS L6.1K shares0.00%2026-06-302026-07-29

WAB WABTEC824 shares1.35%2026-06-302026-07-29

JBL JABIL INC574 sharesnew addition2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP432 shares-4.00%2026-06-302026-07-29

VLUE ISHARES TR1.1K sharesnew addition2026-06-302026-07-29

UBS UBS GROUP AG4.4K sharesnew addition2026-06-302026-07-29

MLPX GLOBAL X FDS2.9K shares0.45%2026-06-302026-07-29

Sponsored

TGT TARGET CORP1.6K sharesnew addition2026-06-302026-07-29

TM TOYOTA MOTOR CORP1.3K shares-6.64%2026-06-302026-07-29

USB US BANCORP3.5K sharesnew addition2026-06-302026-07-29

VNQI VANGUARD INTL EQUITY INDEX F4.7K shares0.00%2026-06-302026-07-29

WTS WATTS WATER TECHNOLOGIES INC540 sharesnew addition2026-06-302026-07-29

ICF ISHARES TR3.1K sharesnew addition2026-06-302026-07-29

GEHC GE HEALTHCARE TECHNOLOGIES I3.3K shares-17.57%2026-06-302026-07-29

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC4.8K shares1.55%2026-06-302026-07-29

Sponsored

AEP AMERICAN ELEC PWR CO INC1.5K sharesnew addition2026-06-302026-07-29

TSN TYSON FOODS INC3.7K shares6.19%2026-06-302026-07-29

AMT AMERICAN TOWER CORP1.3K shares6.07%2026-06-302026-07-29

FTNT FORTINET INC1.4K sharesnew addition2026-06-302026-07-29

TTE TOTALENERGIES SE2.6K shares9.98%2026-06-302026-07-29

GOLF ACUSHNET HLDGS CORP1.7K sharesnew addition2026-06-302026-07-29

NEU NEWMARKET CORP257 sharesnew addition2026-06-302026-07-29

SMFG SUMITOMO MITSUI FIN GRP INC8.6K sharesnew addition2026-06-302026-07-29

Sponsored

APA CORPORATION APA CORPORATION6.2K shares2.80%2026-06-302026-07-29

BANCO SANTANDER SA BANCO SANTANDER SA13.4K shares15.96%2026-06-302026-07-29

F FORD MTR CO10.5K shares2.51%2026-06-302026-07-29

MFG MIZUHO FINANCIAL GROUP INC15.2K shares7.72%2026-06-302026-07-29

LYG LLOYDS BANKING GROUP PLC13.3K shares17.20%2026-06-302026-07-29

WIT WIPRO LTD14.5K sharesnew addition2026-06-302026-07-29

ISHARES TR

0.77%

Shares530.7K

Event2026-06-30

Filed2026-07-29

VTIP

VANGUARD MALVERN FDS

7.68%

Shares2.6M

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

3.09%

Shares1.6M

Event2026-06-30

Filed2026-07-29

ISHARES TR

4.68%

Shares1.0M

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

2.87%

Shares1.2M

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

0.68%

Shares596.8K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-0.40%

Shares114.9K

Event2026-06-30

Filed2026-07-29

SPYG

SPDR SERIES TRUST

-1.22%

Shares646.8K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

-2.17%

Shares264.0K

Event2026-06-30

Filed2026-07-29

SPYV

SPDR SERIES TRUST

0.00%

Shares1.2M

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

-2.00%

Shares984.3K

Event2026-06-30

Filed2026-07-29

RWL

INVESCO EXCH TRADED FD TR II

7.46%

Shares353.6K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

3.50%

Shares501.0K

Event2026-06-30

Filed2026-07-29

IBDU

ISHARES TR

2.64%

Shares1.6M

Event2026-06-30

Filed2026-07-29

IBDV

ISHARES TR

3.95%

Shares1.7M

Event2026-06-30

Filed2026-07-29

IBDW

ISHARES TR

3.93%

Shares1.8M

Event2026-06-30

Filed2026-07-29

USMV

ISHARES TR

-1.87%

Shares354.8K

Event2026-06-30

Filed2026-07-29

MDYG

SPDR SERIES TRUST

-8.21%

Shares297.6K

Event2026-06-30

Filed2026-07-29

PRF

INVESCO EXCHANGE TRADED FD T

-0.64%

Shares614.2K

Event2026-06-30

Filed2026-07-29

IBDT

ISHARES TR

-0.73%

Shares1.3M

Event2026-06-30

Filed2026-07-29

MDYV

SPDR SERIES TRUST

-7.93%

Shares340.5K

Event2026-06-30

Filed2026-07-29

SLYV

SPDR SERIES TRUST

-0.40%

Shares279.9K

Event2026-06-30

Filed2026-07-29

IBDX

ISHARES TR

8.68%

Shares1.2M

Event2026-06-30

Filed2026-07-29

MDY

STATE STR SPDR S&P MIDCAP 40

-0.43%

Shares41.5K

Event2026-06-30

Filed2026-07-29

CFG

CITIZENS FINL GROUP INC

-10.28%

Shares409.9K

Event2026-06-30

Filed2026-07-29

SDY

SPDR SERIES TRUST

-1.07%

Shares187.3K

Event2026-06-30

Filed2026-07-29

SLYG

SPDR SERIES TRUST

-0.10%

Shares203.9K

Event2026-06-30

Filed2026-07-29

IBDS

ISHARES TR

-2.63%

Shares959.6K

Event2026-06-30

Filed2026-07-29

DATADOG INC

-17.82%

Shares67.5K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.07%

Shares45.0K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

5.90%

Shares61.8K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

1.63%

Shares37.8K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

4.11%

Shares69.6K

Event2026-06-30

Filed2026-07-29

SCZ

ISHARES TR

-0.98%

Shares155.2K

Event2026-06-30

Filed2026-07-29

NYF

ISHARES TR

-1.61%

Shares236.0K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

1.92%

Shares31.6K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

1.71%

Shares27.8K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

-1.24%

Shares30.9K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES TR

-1.43%

Shares21.7K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

1.49%

Shares26.2K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD INDEX FDS

0.62%

Shares11.4K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

11.08%

Shares15.4K

Event2026-06-30

Filed2026-07-29

SOXX

ISHARES TR

-14.32%

Shares12.0K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

0.42%

Shares10.5K

Event2026-06-30

Filed2026-07-29

TDTT

FLEXSHARES TR

-0.61%

Shares264.4K

Event2026-06-30

Filed2026-07-29

JLL

JONES LANG LASALLE INC

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD INDEX FDS

-1.09%

Shares57.7K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

3.76%

Shares14.4K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

0.25%

Shares39.0K

Event2026-06-30

Filed2026-07-29

DVY

ISHARES TR

-0.27%

Shares32.1K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

-3.45%

Shares17.4K

Event2026-06-30

Filed2026-07-29

DFAT

DIMENSIONAL ETF TRUST

-2.29%

Shares62.9K

Event2026-06-30

Filed2026-07-29

SPLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares55.2K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

0.27%

Shares47.7K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

5.27%

Shares7.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-3.58%

Shares7.5K

Event2026-06-30

Filed2026-07-29

CROX

CROCS INC

5.25%

Shares31.7K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

2.12%

Shares9.8K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

300.14%

Shares29.0K

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL ETF TRUST

-0.18%

Shares66.3K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

1.77%

Shares8.2K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

0.37%

Shares13.2K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

11.16%

Shares2.9K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

1.50%

Shares31.6K

Event2026-06-30

Filed2026-07-29

LAMR

LAMAR ADVERTISING CO

-0.25%

Shares20.4K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-0.40%

Shares10.4K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-2.02%

Shares3.3K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

2.96%

Shares2.9K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

2.39%

Shares2.6K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

447.68%

Shares35.4K

Event2026-06-30

Filed2026-07-29

VISA INC

-3.50%

Shares8.8K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

4.28%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

-1.45%

Shares29.5K

Event2026-06-30

Filed2026-07-29

HDV

ISHARES TR

399.22%

Shares101.0K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

0.80%

Shares19.1K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

7.09%

Shares18.7K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-0.01%

Shares11.9K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES TR

-3.67%

Shares6.9K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

7.74%

Shares4.2K

Event2026-06-30

Filed2026-07-29

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares47.8K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

0.09%

Shares15.2K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

-1.47%

Shares15.3K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

2.99%

Shares3.0K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

-2.16%

Shares6.1K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

-2.86%

Shares14.2K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

1.20%

Shares8.1K

Event2026-06-30

Filed2026-07-29

IBDY

ISHARES TR

New

Shares78.8K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

4.79%

Shares17.5K

Event2026-06-30

Filed2026-07-29

IVOO

VANGUARD ADMIRAL FDS INC

-0.84%

Shares14.8K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

3.09%

Shares16.2K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-0.08%

Shares7.8K

Event2026-06-30

Filed2026-07-29

EFAV

ISHARES TR

-3.86%

Shares21.7K

Event2026-06-30

Filed2026-07-29

RWK

INVESCO EXCH TRADED FD TR II

-0.15%

Shares12.9K

Event2026-06-30

Filed2026-07-29

DFUV

DIMENSIONAL ETF TRUST

2.13%

Shares32.2K

Event2026-06-30

Filed2026-07-29

RJF

RAYMOND JAMES FINL INC

-6.33%

Shares11.5K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

-2.03%

Shares10.3K

Event2026-06-30

Filed2026-07-29

RWJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares28.3K

Event2026-06-30

Filed2026-07-29

UBSI

UNITED BANKSHARES INC WEST V

14.73%

Shares35.4K

Event2026-06-30

Filed2026-07-29

VBK

VANGUARD INDEX FDS

-1.23%

Shares4.4K

Event2026-06-30

Filed2026-07-29

BLACKSTONE INC

1.69%

Shares13.6K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

1.11%

Shares18.2K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.80%

Shares3.3K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

-9.64%

Shares19.1K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

106.58%

Shares7.0K

Event2026-06-30

Filed2026-07-29

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

2.75%

Shares1.5K

Event2026-06-30

Filed2026-07-29

DEERE & CO

1.45%

Shares2.4K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

0.19%

Shares6.7K

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

-2.24%

Shares13.5K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

1.78%

Shares5.0K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

1.28%

Shares4.7K

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

-0.30%

Shares20.4K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

8.73%

Shares3.2K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-7.49%

Shares5.0K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

1.61%

Shares10.5K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV

11.83%

Shares671

Event2026-06-30

Filed2026-07-29

HUBB

HUBBELL INC

0.47%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB STRATEGIC TR

-2.67%

Shares47.1K

Event2026-06-30

Filed2026-07-29

NEAR

ISHARES U S ETF TR

-36.68%

Shares25.6K

Event2026-06-30

Filed2026-07-29

JFLX

J P MORGAN EXCHANGE TRADED F

-1.35%

Shares25.4K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

-10.46%

Shares6.1K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

27.09%

Shares6.5K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

3.62%

Shares6.6K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

5.01%

Shares7.0K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

-3.80%

Shares15.0K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

5.81%

Shares19.6K

Event2026-06-30

Filed2026-07-29

DFIP

DIMENSIONAL ETF TRUST

0.00%

Shares26.7K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

0.04%

Shares5.7K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

931.09%

Shares3.5K

Event2026-06-30

Filed2026-07-29

MINT

PIMCO ETF TR

-48.78%

Shares10.5K

Event2026-06-30

Filed2026-07-29

AVUV

AMERICAN CENTY ETF TR

0.28%

Shares8.3K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-13.67%

Shares4.4K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-7.26%

Shares11.3K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

54.51%

Shares10.2K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

-19.43%

Shares13.7K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

0.58%

Shares1.9K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

-10.96%

Shares10.5K

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP

0.57%

Shares20.2K

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

-2.47%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

13.54%

Shares411

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

2.41%

Shares2.8K

Event2026-06-30

Filed2026-07-29

SMH

VANECK ETF TRUST

33.78%

Shares1.4K

Event2026-06-30

Filed2026-07-29

PDN

INVESCO EXCH TRADED FD TR II

-4.76%

Shares20.3K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES TR

-0.79%

Shares7.3K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares30.8K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

4.75%

Shares2.6K

Event2026-06-30

Filed2026-07-29

COMP

COMPASS INC

-0.02%

Shares70.4K

Event2026-06-30

Filed2026-07-29

VXUS

VANGUARD STAR FDS

3.48%

Shares10.1K

Event2026-06-30

Filed2026-07-29

ROST

ROSS STORES INC

1.26%

Shares4.0K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

2.28%

Shares6.0K

Event2026-06-30

Filed2026-07-29

URI

UNITED RENTALS INC

7.81%

Shares745

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

8.31%

Shares2.0K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

2.41%

Shares1.6K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

1.04%

Shares871

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

2.41%

Shares11.6K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

0.87%

Shares1.2K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

-4.87%

Shares10.0K

Event2026-06-30

Filed2026-07-29

CPNG

COUPANG INC

-0.67%

Shares46.7K

Event2026-06-30

Filed2026-07-29

FFIV

F5 INC

0.31%

Shares1.9K

Event2026-06-30

Filed2026-07-29

JMST

J P MORGAN EXCHANGE TRADED F

-87.44%

Shares15.3K

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

2.05%

Shares2.1K

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC

1.50%

Shares6.7K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-5.57%

Shares7.9K

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

4.53%

Shares14.5K

Event2026-06-30

Filed2026-07-29

SCHC

SCHWAB STRATEGIC TR

0.09%

Shares14.8K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG

5.36%

Shares4.5K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-0.75%

Shares28.2K

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

37.83%

Shares1.7K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

2.08%

Shares3.0K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2331.13%

Shares3.7K

Event2026-06-30

Filed2026-07-29

HSY

HERSHEY CO

0.05%

Shares3.7K

Event2026-06-30

Filed2026-07-29

VRA

VERA BRADLEY INC

49.98%

Shares160.1K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

2.75%

Shares972

Event2026-06-30

Filed2026-07-29

SHY

ISHARES TR

-63.32%

Shares7.4K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

3.95%

Shares631

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

-4.90%

Shares2.5K

Event2026-06-30

Filed2026-07-29

IDEV

ISHARES TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

0.24%

Shares2.0K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

2.93%

Shares598

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

11.37%

Shares11.0K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

0.82%

Shares1.9K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

23.68%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

10.33%

Shares2.1K

Event2026-06-30

Filed2026-07-29

VGT

VANGUARD WORLD FD

924.89%

Shares4.7K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

-1.57%

Shares2.1K

Event2026-06-30

Filed2026-07-29

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-29

FRA

BLACKROCK FLOATING RATE INCO

3.40%

Shares49.6K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

1.70%

Shares1.4K

Event2026-06-30

Filed2026-07-29

HLT

HILTON WORLDWIDE HLDGS INC

1.23%

Shares1.6K

Event2026-06-30

Filed2026-07-29

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES TR

-16.00%

Shares2.4K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

0.69%

Shares4.5K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

16.99%

Shares2.7K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

2.12%

Shares12.2K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

DTCR

GLOBAL X FDS

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-29

DGRW

WISDOMTREE TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

AOA

ISHARES TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares16.9K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

-1.14%

Shares5.0K

Event2026-06-30

Filed2026-07-29

WSM

WILLIAMS SONOMA INC

-0.48%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

2.24%

Shares4.7K

Event2026-06-30

Filed2026-07-29

IOO

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

VSAT

VIASAT INC

New

Shares5.3K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

1.32%

Shares1.4K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES TR

-13.18%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB STRATEGIC TR

-5.19%

Shares13.6K

Event2026-06-30

Filed2026-07-29

AT&T INC

-1.60%

Shares21.8K

Event2026-06-30

Filed2026-07-29

IBDR

ISHARES TR

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD INDEX FDS

-2.04%

Shares2.2K

Event2026-06-30

Filed2026-07-29

LNT

ALLIANT ENERGY CORP

0.62%

Shares5.6K

Event2026-06-30

Filed2026-07-29

FBRT

FRANKLIN BSP RLTY TR INC

24.73%

Shares52.0K

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION

-14.76%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CORTEVA INC

1.36%

Shares5.0K

Event2026-06-30

Filed2026-07-29

SUSA

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-0.19%

Shares3.1K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

5.89%

Shares2.1K

Event2026-06-30

Filed2026-07-29

PFF

ISHARES TR

-4.73%

Shares13.3K

Event2026-06-30

Filed2026-07-29

JACOBS SOLUTIONS INC

-1.59%

Shares3.2K

Event2026-06-30

Filed2026-07-29

VDE

VANGUARD WORLD FD

-42.49%

Shares2.7K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66

1.83%

Shares2.4K

Event2026-06-30

Filed2026-07-29

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-29

ETSY INC

-43.40%

Shares5.3K

Event2026-06-30

Filed2026-07-29

ARES MANAGEMENT CORPORATION

4.48%

Shares3.6K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

3.04%

Shares1.4K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

2.82%

Shares4.2K

Event2026-06-30

Filed2026-07-29

VOT

VANGUARD INDEX FDS

-1.19%

Shares1.2K

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC

1.70%

Shares2.3K

Event2026-06-30

Filed2026-07-29

XLP

SELECT SECTOR SPDR TR

-7.42%

Shares4.6K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

6.26%

Shares2.2K

Event2026-06-30

Filed2026-07-29

SERVICENOW INC

1.27%

Shares3.8K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

New

Shares870

Event2026-06-30

Filed2026-07-29

CACC

CREDIT ACCEP CORP MICH

0.69%

Shares587

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

-7.81%

Shares1.5K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

-20.65%

Shares1.3K

Event2026-06-30

Filed2026-07-29

GBDC

GOLUB CAP BDC INC

0.00%

Shares27.8K

Event2026-06-30

Filed2026-07-29

HSBC

HSBC HLDGS PLC

12.75%

Shares3.7K

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

4.89%

Shares2.1K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

3.90%

Shares986

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

0.57%

Shares7.3K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS

3.73%

Shares3.3K

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC

-3.23%

Shares4.8K

Event2026-06-30

Filed2026-07-29

IBMR

ISHARES TR

-10.45%

Shares13.5K

Event2026-06-30

Filed2026-07-29

3M CO

1.39%

Shares2.1K

Event2026-06-30

Filed2026-07-29

CGMS

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

0.72%

Shares2.7K

Event2026-06-30

Filed2026-07-29

EME

EMCOR GROUP INC

-8.62%

Shares403

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC

9.97%

Shares1.7K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

7.55%

Shares4.2K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

VDC

VANGUARD WORLD FD

-0.48%

Shares1.4K

Event2026-06-30

Filed2026-07-29

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

SCHV

SCHWAB STRATEGIC TR

-7.58%

Shares9.0K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES TR

5.26%

Shares1.9K

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

DEM

WISDOMTREE TR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

7.84%

Shares715

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

299.89%

Shares3.7K

Event2026-06-30

Filed2026-07-29

STLD

STEEL DYNAMICS INC

1.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BOEING CO

-5.95%

Shares1.4K

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC

5.48%

Shares3.3K

Event2026-06-30

Filed2026-07-29

IGM

ISHARES TR

1.17%

Shares1.8K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

-18.72%

Shares1.9K

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares783

Event2026-06-30

Filed2026-07-29

BHP

BHP BILLITON LIMITED

11.94%

Shares3.5K

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

New

Shares761

Event2026-06-30

Filed2026-07-29

EQR

EQUITY RESIDENTIAL

0.73%

Shares4.3K

Event2026-06-30

Filed2026-07-29

DEUTSCHE BK AG

New

Shares8.5K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-29

IUSV

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

2.11%

Shares3.8K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

2.43%

Shares2.2K

Event2026-06-30

Filed2026-07-29

DTD

WISDOMTREE TR

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

IBMP

ISHARES TR

-4.73%

Shares11.0K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

4.06%

Shares1.1K

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

1.79%

Shares8.7K

Event2026-06-30

Filed2026-07-29

SPOTIFY TECHNOLOGY S A

-3.57%

Shares594

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

3.40%

Shares547

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

-0.92%

Shares860

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

3.94%

Shares4.5K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

26.89%

Shares2.1K

Event2026-06-30

Filed2026-07-29

BNL

BROADSTONE NET LEASE INC

0.66%

Shares12.7K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

4.90%

Shares1.8K

Event2026-06-30

Filed2026-07-29

APPLOVIN CORP

New

Shares509

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

-2.84%

Shares753

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

3.70%

Shares1.0K

Event2026-06-30

Filed2026-07-29

ASST

STRIVE INC

-68.18%

Shares23.5K

Event2026-06-30

Filed2026-07-29

BXSL

BLACKSTONE SECD LENDING FD

0.12%

Shares10.7K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP

6.45%

Shares561

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC

0.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

RBC

RBC BEARINGS INC

-3.46%

Shares391

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

AKRE

PROFESIONALLY MANAGED PORTFO

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

CIEN

CIENA CORP

New

Shares503

Event2026-06-30

Filed2026-07-29

IBMQ

ISHARES TR

-23.60%

Shares9.6K

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC

New

Shares178

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

New

Shares499

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

TPR

TAPESTRY INC

0.18%

Shares1.7K

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

-36.59%

Shares2.3K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

1.26%

Shares4.2K

Event2026-06-30

Filed2026-07-29

YUM

YUM BRANDS INC

1.22%

Shares1.5K

Event2026-06-30

Filed2026-07-29

REGN

REGENERON PHARMACEUTICALS

-1.79%

Shares384

Event2026-06-30

Filed2026-07-29

CPT

CAMDEN PPTY TR

-0.67%

Shares2.1K

Event2026-06-30

Filed2026-07-29

TMUS

T-MOBILE US INC

-14.50%

Shares1.4K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares800

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

-2.30%

Shares1.5K

Event2026-06-30

Filed2026-07-29

NVO

NOVO-NORDISK A S

New

Shares4.8K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

New

Shares691

Event2026-06-30

Filed2026-07-29

INDA

ISHARES TR

New

Shares4.6K

Event2026-06-30

Filed2026-07-29

LUMENTUM HLDGS INC

New

Shares262

Event2026-06-30

Filed2026-07-29

GBX

GREENBRIER COS INC

-1.57%

Shares4.6K

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS ETF TR

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-29

WAB

WABTEC

1.35%

Shares824

Event2026-06-30

Filed2026-07-29

JBL

JABIL INC

New

Shares574

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-4.00%

Shares432

Event2026-06-30

Filed2026-07-29

VLUE

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-29

UBS

UBS GROUP AG

New

Shares4.4K

Event2026-06-30

Filed2026-07-29

MLPX

GLOBAL X FDS

0.45%

Shares2.9K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

TOYOTA MOTOR CORP

-6.64%

Shares1.3K

Event2026-06-30

Filed2026-07-29

USB

US BANCORP

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

VNQI

VANGUARD INTL EQUITY INDEX F

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-29

WTS

WATTS WATER TECHNOLOGIES INC

New

Shares540

Event2026-06-30

Filed2026-07-29

ICF

ISHARES TR

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

GEHC

GE HEALTHCARE TECHNOLOGIES I

-17.57%

Shares3.3K

Event2026-06-30

Filed2026-07-29

CENTERPOINT ENERGY INC

1.55%

Shares4.8K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

TSN

TYSON FOODS INC

6.19%

Shares3.7K

Event2026-06-30

Filed2026-07-29

AMT

AMERICAN TOWER CORP

6.07%

Shares1.3K

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE

9.98%

Shares2.6K

Event2026-06-30

Filed2026-07-29

GOLF

ACUSHNET HLDGS CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

NEU

NEWMARKET CORP

New

Shares257

Event2026-06-30

Filed2026-07-29

SMFG

SUMITOMO MITSUI FIN GRP INC

New

Shares8.6K

Event2026-06-30

Filed2026-07-29

APA CORPORATION

2.80%

Shares6.2K

Event2026-06-30

Filed2026-07-29

BANCO SANTANDER SA

15.96%

Shares13.4K

Event2026-06-30

Filed2026-07-29

FORD MTR CO

2.51%

Shares10.5K

Event2026-06-30

Filed2026-07-29

MFG

MIZUHO FINANCIAL GROUP INC

7.72%

Shares15.2K

Event2026-06-30

Filed2026-07-29

LYG

LLOYDS BANKING GROUP PLC

17.20%

Shares13.3K

Event2026-06-30

Filed2026-07-29

WIT

WIPRO LTD

New

Shares14.5K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available