Sponsored

The Analysis of Probity Advisors, Inc.'s Holdings & P&L

Currently, Probity Advisors, Inc. holds 232 types of securities in its portfolio with a total value $699.2M. In the most recent quarter, they have increased their positions in VUG (+41.3K shares, valued at $3.6M), IBDX (+111.6K shares, valued at $2.8M), IBTM (+115.5K shares, valued at $2.6M); decreased their positions in IBDT (-115.5K shares, valued at $2.9M), IBTI (-119.5K shares, valued at $2.6M), LRCX (-5.3K shares, valued at $2.3M); initiated new positions in CMG (+10.5K shares, valued at $358.3K), N/A (+593 shares, valued at $246.5K), SAH (+2.8K shares, valued at $240.7K).

1M P&L

-3.2M-0.52%

3M P&L

-1.5M-0.24%

HY P&L

+15.9M+2.66%

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/A472.1M

75.8%

2Drug Manufacturers - General13.3M

2.1%

3Semiconductors12.3M

2.0%

Top Industries by Stock Count

1N/A61 stocks

29.8%

2Drug Manufacturers - General8 stocks

3.9%

3Semiconductors7 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR297.8K shares0.23%2026-06-302026-07-31

IVW ISHARES TR489.7K shares-2.29%2026-06-302026-07-31

ISHARES TR ISHARES TR466.4K shares1.23%2026-06-302026-07-31

IJS ISHARES TR169.2K shares-1.25%2026-06-302026-07-31

IJT ISHARES TR110.7K shares-1.03%2026-06-302026-07-31

SPYG SPDR SERIES TRUST142.4K shares-3.94%2026-06-302026-07-31

SPYV SPDR SERIES TRUST275.2K shares-1.85%2026-06-302026-07-31

SPDW SPDR INDEX SHS FDS321.0K shares-1.31%2026-06-302026-07-31

Sponsored

HYG ISHARES TR189.0K shares3.39%2026-06-302026-07-31

IEMG ISHARES INC177.9K shares-2.28%2026-06-302026-07-31

IBDU ISHARES TR540.8K shares8.07%2026-06-302026-07-31

IBDV ISHARES TR569.6K shares9.75%2026-06-302026-07-31

IBDW ISHARES TR573.2K shares9.27%2026-06-302026-07-31

IBTK ISHARES TR601.3K shares9.57%2026-06-302026-07-31

IBTJ ISHARES TR530.5K shares9.26%2026-06-302026-07-31

IBTL ISHARES TR558.8K shares11.06%2026-06-302026-07-31

Sponsored

LRCX LAM RESEARCH CORP24.3K shares-17.97%2026-06-302026-07-31

IBDX ISHARES TR415.7K shares36.71%2026-06-302026-07-31

EMB ISHARES TR102.5K shares3.01%2026-06-302026-07-31

IBTM ISHARES TR434.4K shares36.21%2026-06-302026-07-31

FLOT ISHARES TR142.0K shares0.80%2026-06-302026-07-31

MSFT MICROSOFT CORP18.1K shares-0.57%2026-06-302026-07-31

IBDZ ISHARES TR232.2K shares20.70%2026-06-302026-07-31

IBDY ISHARES TR231.2K shares22.12%2026-06-302026-07-31

Sponsored

SLYV SPDR SERIES TRUST54.0K shares-3.55%2026-06-302026-07-31

IBTO ISHARES TR243.9K shares23.77%2026-06-302026-07-31

SPEM SPDR INDEX SHS FDS113.5K shares-3.07%2026-06-302026-07-31

SLYG SPDR SERIES TRUST44.7K shares-3.33%2026-06-302026-07-31

BROADCOM INC BROADCOM INC12.2K shares-3.25%2026-06-302026-07-31

IBCA ISHARES TR179.3K shares27.86%2026-06-302026-07-31

IBTQ ISHARES TR177.7K shares28.39%2026-06-302026-07-31

IBTP ISHARES TR174.4K shares18.98%2026-06-302026-07-31

Sponsored

VBK VANGUARD INDEX FDS12.0K shares-3.90%2026-06-302026-07-31

VUG VANGUARD INDEX FDS49.9K shares477.87%2026-06-302026-07-31

IDEV ISHARES TR48.0K shares-1.67%2026-06-302026-07-31

TXN TEXAS INSTRS INC13.8K shares-6.64%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC3.7K shares-3.87%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC6.1K shares-9.37%2026-06-302026-07-31

IBDT ISHARES TR134.2K shares-46.25%2026-06-302026-07-31

ANET ARISTA NETWORKS INC19.8K shares-6.87%2026-06-302026-07-31

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.36.0K shares-1.35%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC27.9K shares-7.55%2026-06-302026-07-31

EFA ISHARES TR31.4K shares-0.98%2026-06-302026-07-31

LLY ELI LILLY & CO2.7K shares1.46%2026-06-302026-07-31

AMZN AMAZON COM INC13.1K shares1.57%2026-06-302026-07-31

ABBVIE INC ABBVIE INC12.2K shares-0.64%2026-06-302026-07-31

IBTI ISHARES TR138.2K shares-46.38%2026-06-302026-07-31

CAT CATERPILLAR INC2.8K shares-1.70%2026-06-302026-07-31

Sponsored

SCZ ISHARES TR35.1K shares0.52%2026-06-302026-07-31

GOOGL ALPHABET INC7.7K shares-3.08%2026-06-302026-07-31

USB US BANCORP45.5K shares-5.64%2026-06-302026-07-31

BAC BANK OF AMER CORP48.2K shares-0.79%2026-06-302026-07-31

VTV VANGUARD INDEX FDS12.4K shares-0.85%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC2.3K shares-15.37%2026-06-302026-07-31

DGRO ISHARES TR34.0K shares-1.47%2026-06-302026-07-31

GOOG ALPHABET INC7.3K shares-2.27%2026-06-302026-07-31

Sponsored

MRK MERCK & CO INC19.9K shares-1.89%2026-06-302026-07-31

TD TORONTO DOMINION BK ONT20.1K shares-4.17%2026-06-302026-07-31

VBR VANGUARD INDEX FDS9.8K shares-2.66%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON9.3K shares-1.73%2026-06-302026-07-31

URI UNITED RENTALS INC1.9K shares1.83%2026-06-302026-07-31

SBUX STARBUCKS CORP20.9K shares-3.93%2026-06-302026-07-31

AAPL APPLE INC7.3K shares-0.98%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC2.9K shares-3.67%2026-06-302026-07-31

Sponsored

IBDS ISHARES TR84.1K shares-43.40%2026-06-302026-07-31

LMT LOCKHEED MARTIN CORP3.9K shares0.72%2026-06-302026-07-31

BMO BANK MONTREAL MEDIUM11.1K shares-3.13%2026-06-302026-07-31

IBTH ISHARES TR85.6K shares-43.52%2026-06-302026-07-31

AEP AMERICAN ELEC PWR CO INC13.7K shares0.90%2026-06-302026-07-31

DE DEERE & CO2.9K shares-1.94%2026-06-302026-07-31

SCHD SCHWAB STRATEGIC TR57.2K shares-4.94%2026-06-302026-07-31

BOKF BOK FINL CORP12.6K shares-0.64%2026-06-302026-07-31

Sponsored

DFAC DIMENSIONAL ETF TRUST38.5K shares-1.03%2026-06-302026-07-31

IBDR ISHARES TR70.4K shares-43.96%2026-06-302026-07-31

IBTG ISHARES TR71.8K shares-42.47%2026-06-302026-07-31

PCY INVESCO EXCH TRADED FD TR II75.9K shares-2.87%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS22.6K shares-0.63%2026-06-302026-07-31

WMT WALMART INC14.2K shares-1.29%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC4.6K shares6.05%2026-06-302026-07-31

FTNT FORTINET INC10.1K shares-4.77%2026-06-302026-07-31

Sponsored

GILD GILEAD SCIENCES INC12.1K shares0.89%2026-06-302026-07-31

NTR NUTRIEN LTD24.2K shares-4.20%2026-06-302026-07-31

UPS UNITED PARCEL SVCS INC14.0K shares-1.73%2026-06-302026-07-31

TGT TARGET CORP11.1K shares-2.89%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP9.6K shares-0.73%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.0K shares-0.10%2026-06-302026-07-31

GSK PLC GSK PLC24.4K shares-0.31%2026-06-302026-07-31

VB VANGUARD INDEX FDS4.1K shares-10.92%2026-06-302026-07-31

Sponsored

PFE PFIZER INC51.0K shares4.32%2026-06-302026-07-31

GWX SPDR INDEX SHS FDS28.0K shares-0.76%2026-06-302026-07-31

FLEX FLEX LTD7.5K shares-8.40%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO20.0K shares7.91%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC9.9K shares1.32%2026-06-302026-07-31

IJR ISHARES TR7.7K shares-0.01%2026-06-302026-07-31

SJM SMUCKER J M CO9.7K shares-3.78%2026-06-302026-07-31

DATADOG INC DATADOG INC4.1K shares-6.50%2026-06-302026-07-31

Sponsored

NSC NORFOLK SOUTHN CORP3.4K shares-1.55%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC1.9K shares3.98%2026-06-302026-07-31

GPC GENUINE PARTS CO9.0K shares16.25%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares-2.15%2026-06-302026-07-31

DTE DTE ENERGY CO6.8K shares0.46%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares-0.43%2026-06-302026-07-31

MCD MCDONALDS CORP3.6K shares-7.24%2026-06-302026-07-31

PEP PEPSICO INC7.2K shares15.09%2026-06-302026-07-31

Sponsored

DHR DANAHER CORP DEL5.1K shares2.30%2026-06-302026-07-31

DLR DIGITAL RLTY TR INC5.4K shares-1.89%2026-06-302026-07-31

CVX CHEVRON CORPORATION5.7K shares0.39%2026-06-302026-07-31

SNY SANOFI SA22.2K shares-6.25%2026-06-302026-07-31

PSX PHILLIPS 665.6K shares-3.90%2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC12.0K shares-9.33%2026-06-302026-07-31

VEU VANGUARD INTL EQUITY INDEX F11.1K shares-0.16%2026-06-302026-07-31

COP CONOCOPHILLIPS8.8K shares-1.38%2026-06-302026-07-31

Sponsored

SKM SK TELECOM CO LTD27.6K shares-5.48%2026-06-302026-07-31

ADM ARCHER DANIELS MIDLAND CO11.5K shares-4.88%2026-06-302026-07-31

FROG JFROG LTD9.5K shares8.66%2026-06-302026-07-31

EIX EDISON INTL11.5K shares-2.49%2026-06-302026-07-31

PNW PINNACLE WEST CAP CORP7.9K shares-0.90%2026-06-302026-07-31

ADI ANALOG DEVICES INC2.1K shares-1.75%2026-06-302026-07-31

RPM RPM INTL INC7.2K shares-0.52%2026-06-302026-07-31

DIS DISNEY WALT CO8.3K shares7.22%2026-06-302026-07-31

Sponsored

KLAC KLA CORP2.6K shares852.88%2026-06-302026-07-31

ASML ASML HLDG NV394 shares-4.83%2026-06-302026-07-31

PII POLARIS INC11.2K shares2.26%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC4.2K shares-1.38%2026-06-302026-07-31

TAK TAKEDA PHARMACEUTICAL CO LTD46.7K shares7.28%2026-06-302026-07-31

TWLO TWILIO INC3.6K shares-5.22%2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO7.7K shares-9.25%2026-06-302026-07-31

SERVICENOW INC SERVICENOW INC7.4K shares6.00%2026-06-302026-07-31

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares0.33%2026-06-302026-07-31

REG REGENCY CTRS CORP9.0K shares-1.44%2026-06-302026-07-31

CORTEVA INC CORTEVA INC8.4K shares-0.20%2026-06-302026-07-31

UBER UBER TECHNOLOGIES INC9.8K shares18.26%2026-06-302026-07-31

KMI KINDER MORGAN INC DEL21.4K shares-0.04%2026-06-302026-07-31

CRM SALESFORCE INC4.3K shares2.68%2026-06-302026-07-31

T AT&T INC32.5K shares0.38%2026-06-302026-07-31

JNK SPDR SERIES TRUST7.0K shares0.00%2026-06-302026-07-31

Sponsored

BLK BLACKROCK INC678 shares-0.73%2026-06-302026-07-31

HD HOME DEPOT INC1.8K shares-3.22%2026-06-302026-07-31

SMP STANDARD MTR PRODS INC16.6K shares7.07%2026-06-302026-07-31

SLQD ISHARES TR12.5K shares-1.29%2026-06-302026-07-31

MRNA MODERNA INC8.9K shares-2.15%2026-06-302026-07-31

ORACLE CORP ORACLE CORP4.2K shares12.71%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW4.9K shares1.86%2026-06-302026-07-31

UNP UNION PAC CORP2.2K shares-0.23%2026-06-302026-07-31

Sponsored

EQR EQUITY RESIDENTIAL8.6K shares0.03%2026-06-302026-07-31

SHEL SHELL PLC7.5K shares-2.91%2026-06-302026-07-31

ADOBE INC ADOBE INC2.8K shares10.90%2026-06-302026-07-31

BF.B BROWN FORMAN CORP21.5K shares10.23%2026-06-302026-07-31

PYPL PAYPAL HLDGS INC13.1K shares-13.30%2026-06-302026-07-31

SLG SL GREEN RLTY CORP10.9K shares3.41%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F9.4K shares5.24%2026-06-302026-07-31

KHC KRAFT HEINZ CO23.6K shares5.61%2026-06-302026-07-31

Sponsored

SGOV ISHARES TR5.5K shares0.00%2026-06-302026-07-31

LYB LYONDELLBASELL INDUSTRIES NV10.5K shares3.15%2026-06-302026-07-31

CLX CLOROX CO DEL5.8K shares17.07%2026-06-302026-07-31

GIS GENERAL MILLS INC15.6K shares5.99%2026-06-302026-07-31

DOW DOW HLDGS INC19.5K shares-0.92%2026-06-302026-07-31

FDX FEDEX CORP1.7K shares-2.08%2026-06-302026-07-31

DFAX DIMENSIONAL ETF TRUST14.4K shares-0.69%2026-06-302026-07-31

CGNX COGNEX CORP7.3K shares-1.45%2026-06-302026-07-31

Sponsored

TSN TYSON FOODS INC9.1K shares-1.74%2026-06-302026-07-31

ELAN ELANCO ANIMAL HEALTH INC20.7K shares-0.30%2026-06-302026-07-31

PG PROCTER & GAMBLE CO3.4K shares0.03%2026-06-302026-07-31

IWF ISHARES TR4.0K shares294.46%2026-06-302026-07-31

VISA INC VISA INC1.4K shares0.00%2026-06-302026-07-31

CCI CROWN CASTLE INC6.3K shares6.53%2026-06-302026-07-31

AVB AVALONBAY CMNTYS INC2.5K shares5.56%2026-06-302026-07-31

CAG CONAGRA BRANDS INC35.0K shares-6.34%2026-06-302026-07-31

Sponsored

QSR RESTAURANT BRANDS INTL INC6.5K shares-1.48%2026-06-302026-07-31

NKE NIKE INC11.0K shares0.18%2026-06-302026-07-31

DOC HEALTHPEAK PROPERTIES INC21.2K shares1.47%2026-06-302026-07-31

BCE BCE INC21.0K shares-0.14%2026-06-302026-07-31

CFR CULLEN FROST BANKERS INC2.9K shares-0.34%2026-06-302026-07-31

BXP BXP INC6.8K shares-9.67%2026-06-302026-07-31

S&P GLOBAL INC S&P GLOBAL INC1.1K shares25.12%2026-06-302026-07-31

ILMN ILLUMINA INC2.5K shares0.57%2026-06-302026-07-31

Sponsored

HAS HASBRO INC5.3K shares1.44%2026-06-302026-07-31

AMT AMERICAN TOWER CORP2.6K shares13.16%2026-06-302026-07-31

VLO VALERO ENERGY CORP1.6K shares-3.58%2026-06-302026-07-31

PEG PUBLIC SVC ENTERPRISE GROUP5.2K shares-5.20%2026-06-302026-07-31

SNA SNAP ON INC1.1K shares-2.14%2026-06-302026-07-31

HSY HERSHEY CO2.4K shares5.57%2026-06-302026-07-31

DG DOLLAR GEN CORP3.5K shares-14.69%2026-06-302026-07-31

3M CO 3M CO2.5K shares0.00%2026-06-302026-07-31

Sponsored

WEN WENDYS CO47.5K shares10.51%2026-06-302026-07-31

ETN EATON CORP PLC904 shares-5.04%2026-06-302026-07-31

IJK ISHARES TR3.3K shares0.00%2026-06-302026-07-31

CMG CHIPOTLE MEXICAN GRILL INC10.5K sharesnew addition2026-06-302026-07-31

EVRG EVERGY INC4.1K shares-0.34%2026-06-302026-07-31

IGRO ISHARES TR4.0K shares-4.41%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T464 shares-0.85%2026-06-302026-07-31

BBY BEST BUY INC4.5K shares-13.56%2026-06-302026-07-31

Sponsored

BKNG BOOKING HOLDINGS INC1.9K shares1858.76%2026-06-302026-07-31

ADSK AUTODESK INC1.7K shares30.34%2026-06-302026-07-31

BWA BORGWARNER INC4.9K shares-2.62%2026-06-302026-07-31

S SENTINELONE INC19.1K shares-4.70%2026-06-302026-07-31

SUB ISHARES TR3.0K shares-9.62%2026-06-302026-07-31

SOFI SOFI TECHNOLOGIES INC17.7K shares-0.80%2026-06-302026-07-31

BNTX BIONTECH SE3.4K shares3.99%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC7.2K shares-4.02%2026-06-302026-07-31

Sponsored

ET ENERGY TRANSFER L P16.0K shares-1.07%2026-06-302026-07-31

EPD ENTERPRISE PRODS PARTNERS L8.3K shares0.05%2026-06-302026-07-31

EBAY EBAY INC.2.7K shares-1.67%2026-06-302026-07-31

EW EDWARDS LIFESCIENCES CORP3.3K shares-5.90%2026-06-302026-07-31

UL UNILEVER PLC4.9K shares-1.16%2026-06-302026-07-31

PINS PINTEREST INC13.7K shares20.78%2026-06-302026-07-31

GMED GLOBUS MED INC3.5K shares-1.08%2026-06-302026-07-31

ALB ALBEMARLE CORP2.0K shares-0.78%2026-06-302026-07-31

Sponsored

SHV ISHARES TR2.4K shares-27.22%2026-06-302026-07-31

MDLZ MONDELEZ INTL INC4.6K shares-0.39%2026-06-302026-07-31

ABT ABBOTT LABORATORIES2.9K shares-2.74%2026-06-302026-07-31

TYL TYLER TECHNOLOGIES INC874 shares1.75%2026-06-302026-07-31

BIIB BIOGEN INC1.1K shares0.97%2026-06-302026-07-31

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC593 sharesnew addition2026-06-302026-07-31

LHX L3HARRIS TECHNOLOGIES INC829 shares-11.53%2026-06-302026-07-31

SAH SONIC AUTOMOTIVE INC2.8K sharesnew addition2026-06-302026-07-31

Sponsored

KO COCA COLA CO2.9K shares-1.96%2026-06-302026-07-31

ZBH ZIMMER BIOMET HOLDINGS INC2.7K shares0.44%2026-06-302026-07-31

NVDA NVIDIA CORPORATION1.2K sharesnew addition2026-06-302026-07-31

DOMINION ENERGY INC DOMINION ENERGY INC3.4K shares0.00%2026-06-302026-07-31

KDP KEURIG DR PEPPER INC7.0K sharesnew addition2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC453 shares-9.22%2026-06-302026-07-31

TKR TIMKEN CO1.5K sharesnew addition2026-06-302026-07-31

NI NISOURCE INC4.7K shares0.00%2026-06-302026-07-31

Sponsored

ECL ECOLAB INC805 shares0.63%2026-06-302026-07-31

QCOM QUALCOMM INC1.2K sharesnew addition2026-06-302026-07-31

ZOETIS INC ZOETIS INC3.0K shares7.27%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION1.1K shares-6.54%2026-06-302026-07-31

GEHC GE HEALTHCARE TECHNOLOGIES I3.2K shares-26.36%2026-06-302026-07-31

FNF FIDELITY NATL FINL INC4.2K sharesnew addition2026-06-302026-07-31

PHR PHREESIA INC19.3K shares12.04%2026-06-302026-07-31

AI C3 AI INC19.1K shares-0.93%2026-06-302026-07-31

Sponsored

IVE

ISHARES TR

0.23%

Shares297.8K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

-2.29%

Shares489.7K

Event2026-06-30

Filed2026-07-31

ISHARES TR

1.23%

Shares466.4K

Event2026-06-30

Filed2026-07-31

IJS

ISHARES TR

-1.25%

Shares169.2K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES TR

-1.03%

Shares110.7K

Event2026-06-30

Filed2026-07-31

SPYG

SPDR SERIES TRUST

-3.94%

Shares142.4K

Event2026-06-30

Filed2026-07-31

SPYV

SPDR SERIES TRUST

-1.85%

Shares275.2K

Event2026-06-30

Filed2026-07-31

SPDW

SPDR INDEX SHS FDS

-1.31%

Shares321.0K

Event2026-06-30

Filed2026-07-31

HYG

ISHARES TR

3.39%

Shares189.0K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

-2.28%

Shares177.9K

Event2026-06-30

Filed2026-07-31

IBDU

ISHARES TR

8.07%

Shares540.8K

Event2026-06-30

Filed2026-07-31

IBDV

ISHARES TR

9.75%

Shares569.6K

Event2026-06-30

Filed2026-07-31

IBDW

ISHARES TR

9.27%

Shares573.2K

Event2026-06-30

Filed2026-07-31

IBTK

ISHARES TR

9.57%

Shares601.3K

Event2026-06-30

Filed2026-07-31

IBTJ

ISHARES TR

9.26%

Shares530.5K

Event2026-06-30

Filed2026-07-31

IBTL

ISHARES TR

11.06%

Shares558.8K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

-17.97%

Shares24.3K

Event2026-06-30

Filed2026-07-31

IBDX

ISHARES TR

36.71%

Shares415.7K

Event2026-06-30

Filed2026-07-31

EMB

ISHARES TR

3.01%

Shares102.5K

Event2026-06-30

Filed2026-07-31

IBTM

ISHARES TR

36.21%

Shares434.4K

Event2026-06-30

Filed2026-07-31

FLOT

ISHARES TR

0.80%

Shares142.0K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-0.57%

Shares18.1K

Event2026-06-30

Filed2026-07-31

IBDZ

ISHARES TR

20.70%

Shares232.2K

Event2026-06-30

Filed2026-07-31

IBDY

ISHARES TR

22.12%

Shares231.2K

Event2026-06-30

Filed2026-07-31

SLYV

SPDR SERIES TRUST

-3.55%

Shares54.0K

Event2026-06-30

Filed2026-07-31

IBTO

ISHARES TR

23.77%

Shares243.9K

Event2026-06-30

Filed2026-07-31

SPEM

SPDR INDEX SHS FDS

-3.07%

Shares113.5K

Event2026-06-30

Filed2026-07-31

SLYG

SPDR SERIES TRUST

-3.33%

Shares44.7K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

-3.25%

Shares12.2K

Event2026-06-30

Filed2026-07-31

IBCA

ISHARES TR

27.86%

Shares179.3K

Event2026-06-30

Filed2026-07-31

IBTQ

ISHARES TR

28.39%

Shares177.7K

Event2026-06-30

Filed2026-07-31

IBTP

ISHARES TR

18.98%

Shares174.4K

Event2026-06-30

Filed2026-07-31

VBK

VANGUARD INDEX FDS

-3.90%

Shares12.0K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

477.87%

Shares49.9K

Event2026-06-30

Filed2026-07-31

IDEV

ISHARES TR

-1.67%

Shares48.0K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

-6.64%

Shares13.8K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

-3.87%

Shares3.7K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

-9.37%

Shares6.1K

Event2026-06-30

Filed2026-07-31

IBDT

ISHARES TR

-46.25%

Shares134.2K

Event2026-06-30

Filed2026-07-31

ANET

ARISTA NETWORKS INC

-6.87%

Shares19.8K

Event2026-06-30

Filed2026-07-31

MICROCHIP TECHNOLOGY INC.

-1.35%

Shares36.0K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-7.55%

Shares27.9K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

-0.98%

Shares31.4K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

1.46%

Shares2.7K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

1.57%

Shares13.1K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-0.64%

Shares12.2K

Event2026-06-30

Filed2026-07-31

IBTI

ISHARES TR

-46.38%

Shares138.2K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-1.70%

Shares2.8K

Event2026-06-30

Filed2026-07-31

SCZ

ISHARES TR

0.52%

Shares35.1K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-3.08%

Shares7.7K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

-5.64%

Shares45.5K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

-0.79%

Shares48.2K

Event2026-06-30

Filed2026-07-31

VTV

VANGUARD INDEX FDS

-0.85%

Shares12.4K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

-15.37%

Shares2.3K

Event2026-06-30

Filed2026-07-31

DGRO

ISHARES TR

-1.47%

Shares34.0K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-2.27%

Shares7.3K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

-1.89%

Shares19.9K

Event2026-06-30

Filed2026-07-31

TORONTO DOMINION BK ONT

-4.17%

Shares20.1K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

-2.66%

Shares9.8K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-1.73%

Shares9.3K

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS INC

1.83%

Shares1.9K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-3.93%

Shares20.9K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-0.98%

Shares7.3K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

-3.67%

Shares2.9K

Event2026-06-30

Filed2026-07-31

IBDS

ISHARES TR

-43.40%

Shares84.1K

Event2026-06-30

Filed2026-07-31

LMT

LOCKHEED MARTIN CORP

0.72%

Shares3.9K

Event2026-06-30

Filed2026-07-31

BMO

BANK MONTREAL MEDIUM

-3.13%

Shares11.1K

Event2026-06-30

Filed2026-07-31

IBTH

ISHARES TR

-43.52%

Shares85.6K

Event2026-06-30

Filed2026-07-31

AEP

AMERICAN ELEC PWR CO INC

0.90%

Shares13.7K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-1.94%

Shares2.9K

Event2026-06-30

Filed2026-07-31

SCHD

SCHWAB STRATEGIC TR

-4.94%

Shares57.2K

Event2026-06-30

Filed2026-07-31

BOKF

BOK FINL CORP

-0.64%

Shares12.6K

Event2026-06-30

Filed2026-07-31

DFAC

DIMENSIONAL ETF TRUST

-1.03%

Shares38.5K

Event2026-06-30

Filed2026-07-31

IBDR

ISHARES TR

-43.96%

Shares70.4K

Event2026-06-30

Filed2026-07-31

IBTG

ISHARES TR

-42.47%

Shares71.8K

Event2026-06-30

Filed2026-07-31

PCY

INVESCO EXCH TRADED FD TR II

-2.87%

Shares75.9K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

-0.63%

Shares22.6K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

-1.29%

Shares14.2K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

6.05%

Shares4.6K

Event2026-06-30

Filed2026-07-31

FTNT

FORTINET INC

-4.77%

Shares10.1K

Event2026-06-30

Filed2026-07-31

GILD

GILEAD SCIENCES INC

0.89%

Shares12.1K

Event2026-06-30

Filed2026-07-31

NTR

NUTRIEN LTD

-4.20%

Shares24.2K

Event2026-06-30

Filed2026-07-31

UPS

UNITED PARCEL SVCS INC

-1.73%

Shares14.0K

Event2026-06-30

Filed2026-07-31

TGT

TARGET CORP

-2.89%

Shares11.1K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

-0.73%

Shares9.6K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-0.10%

Shares4.0K

Event2026-06-30

Filed2026-07-31

GSK PLC

-0.31%

Shares24.4K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-10.92%

Shares4.1K

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

4.32%

Shares51.0K

Event2026-06-30

Filed2026-07-31

GWX

SPDR INDEX SHS FDS

-0.76%

Shares28.0K

Event2026-06-30

Filed2026-07-31

FLEX

FLEX LTD

-8.40%

Shares7.5K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

7.91%

Shares20.0K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

1.32%

Shares9.9K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-0.01%

Shares7.7K

Event2026-06-30

Filed2026-07-31

SJM

SMUCKER J M CO

-3.78%

Shares9.7K

Event2026-06-30

Filed2026-07-31

DATADOG INC

-6.50%

Shares4.1K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

-1.55%

Shares3.4K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

3.98%

Shares1.9K

Event2026-06-30

Filed2026-07-31

GPC

GENUINE PARTS CO

16.25%

Shares9.0K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.15%

Shares2.1K

Event2026-06-30

Filed2026-07-31

DTE

DTE ENERGY CO

0.46%

Shares6.8K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

-0.43%

Shares2.8K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-7.24%

Shares3.6K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

15.09%

Shares7.2K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

2.30%

Shares5.1K

Event2026-06-30

Filed2026-07-31

DLR

DIGITAL RLTY TR INC

-1.89%

Shares5.4K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

0.39%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SNY

SANOFI SA

-6.25%

Shares22.2K

Event2026-06-30

Filed2026-07-31

PSX

PHILLIPS 66

-3.90%

Shares5.6K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-9.33%

Shares12.0K

Event2026-06-30

Filed2026-07-31

VEU

VANGUARD INTL EQUITY INDEX F

-0.16%

Shares11.1K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

-1.38%

Shares8.8K

Event2026-06-30

Filed2026-07-31

SKM

SK TELECOM CO LTD

-5.48%

Shares27.6K

Event2026-06-30

Filed2026-07-31

ADM

ARCHER DANIELS MIDLAND CO

-4.88%

Shares11.5K

Event2026-06-30

Filed2026-07-31

FROG

JFROG LTD

8.66%

Shares9.5K

Event2026-06-30

Filed2026-07-31

EIX

EDISON INTL

-2.49%

Shares11.5K

Event2026-06-30

Filed2026-07-31

PNW

PINNACLE WEST CAP CORP

-0.90%

Shares7.9K

Event2026-06-30

Filed2026-07-31

ADI

ANALOG DEVICES INC

-1.75%

Shares2.1K

Event2026-06-30

Filed2026-07-31

RPM

RPM INTL INC

-0.52%

Shares7.2K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

7.22%

Shares8.3K

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

852.88%

Shares2.6K

Event2026-06-30

Filed2026-07-31

ASML

ASML HLDG NV

-4.83%

Shares394

Event2026-06-30

Filed2026-07-31

PII

POLARIS INC

2.26%

Shares11.2K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

-1.38%

Shares4.2K

Event2026-06-30

Filed2026-07-31

TAK

TAKEDA PHARMACEUTICAL CO LTD

7.28%

Shares46.7K

Event2026-06-30

Filed2026-07-31

TWLO

TWILIO INC

-5.22%

Shares3.6K

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

-9.25%

Shares7.7K

Event2026-06-30

Filed2026-07-31

SERVICENOW INC

6.00%

Shares7.4K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.33%

Shares1.5K

Event2026-06-30

Filed2026-07-31

REG

REGENCY CTRS CORP

-1.44%

Shares9.0K

Event2026-06-30

Filed2026-07-31

CORTEVA INC

-0.20%

Shares8.4K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

18.26%

Shares9.8K

Event2026-06-30

Filed2026-07-31

KMI

KINDER MORGAN INC DEL

-0.04%

Shares21.4K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

2.68%

Shares4.3K

Event2026-06-30

Filed2026-07-31

AT&T INC

0.38%

Shares32.5K

Event2026-06-30

Filed2026-07-31

JNK

SPDR SERIES TRUST

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

-0.73%

Shares678

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

-3.22%

Shares1.8K

Event2026-06-30

Filed2026-07-31

SMP

STANDARD MTR PRODS INC

7.07%

Shares16.6K

Event2026-06-30

Filed2026-07-31

SLQD

ISHARES TR

-1.29%

Shares12.5K

Event2026-06-30

Filed2026-07-31

MRNA

MODERNA INC

-2.15%

Shares8.9K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

12.71%

Shares4.2K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

1.86%

Shares4.9K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

-0.23%

Shares2.2K

Event2026-06-30

Filed2026-07-31

EQR

EQUITY RESIDENTIAL

0.03%

Shares8.6K

Event2026-06-30

Filed2026-07-31

SHEL

SHELL PLC

-2.91%

Shares7.5K

Event2026-06-30

Filed2026-07-31

ADOBE INC

10.90%

Shares2.8K

Event2026-06-30

Filed2026-07-31

BF.B

BROWN FORMAN CORP

10.23%

Shares21.5K

Event2026-06-30

Filed2026-07-31

PYPL

PAYPAL HLDGS INC

-13.30%

Shares13.1K

Event2026-06-30

Filed2026-07-31

SLG

SL GREEN RLTY CORP

3.41%

Shares10.9K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

5.24%

Shares9.4K

Event2026-06-30

Filed2026-07-31

KHC

KRAFT HEINZ CO

5.61%

Shares23.6K

Event2026-06-30

Filed2026-07-31

SGOV

ISHARES TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-31

LYB

LYONDELLBASELL INDUSTRIES NV

3.15%

Shares10.5K

Event2026-06-30

Filed2026-07-31

CLX

CLOROX CO DEL

17.07%

Shares5.8K

Event2026-06-30

Filed2026-07-31

GIS

GENERAL MILLS INC

5.99%

Shares15.6K

Event2026-06-30

Filed2026-07-31

DOW

DOW HLDGS INC

-0.92%

Shares19.5K

Event2026-06-30

Filed2026-07-31

FDX

FEDEX CORP

-2.08%

Shares1.7K

Event2026-06-30

Filed2026-07-31

DFAX

DIMENSIONAL ETF TRUST

-0.69%

Shares14.4K

Event2026-06-30

Filed2026-07-31

CGNX

COGNEX CORP

-1.45%

Shares7.3K

Event2026-06-30

Filed2026-07-31

TSN

TYSON FOODS INC

-1.74%

Shares9.1K

Event2026-06-30

Filed2026-07-31

ELAN

ELANCO ANIMAL HEALTH INC

-0.30%

Shares20.7K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

294.46%

Shares4.0K

Event2026-06-30

Filed2026-07-31

VISA INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

CCI

CROWN CASTLE INC

6.53%

Shares6.3K

Event2026-06-30

Filed2026-07-31

AVB

AVALONBAY CMNTYS INC

5.56%

Shares2.5K

Event2026-06-30

Filed2026-07-31

CAG

CONAGRA BRANDS INC

-6.34%

Shares35.0K

Event2026-06-30

Filed2026-07-31

QSR

RESTAURANT BRANDS INTL INC

-1.48%

Shares6.5K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

0.18%

Shares11.0K

Event2026-06-30

Filed2026-07-31

DOC

HEALTHPEAK PROPERTIES INC

1.47%

Shares21.2K

Event2026-06-30

Filed2026-07-31

BCE

BCE INC

-0.14%

Shares21.0K

Event2026-06-30

Filed2026-07-31

CFR

CULLEN FROST BANKERS INC

-0.34%

Shares2.9K

Event2026-06-30

Filed2026-07-31

BXP

BXP INC

-9.67%

Shares6.8K

Event2026-06-30

Filed2026-07-31

S&P GLOBAL INC

25.12%

Shares1.1K

Event2026-06-30

Filed2026-07-31

ILMN

ILLUMINA INC

0.57%

Shares2.5K

Event2026-06-30

Filed2026-07-31

HAS

HASBRO INC

1.44%

Shares5.3K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

13.16%

Shares2.6K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

-3.58%

Shares1.6K

Event2026-06-30

Filed2026-07-31

PEG

PUBLIC SVC ENTERPRISE GROUP

-5.20%

Shares5.2K

Event2026-06-30

Filed2026-07-31

SNA

SNAP ON INC

-2.14%

Shares1.1K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

5.57%

Shares2.4K

Event2026-06-30

Filed2026-07-31

DOLLAR GEN CORP

-14.69%

Shares3.5K

Event2026-06-30

Filed2026-07-31

3M CO

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

WEN

WENDYS CO

10.51%

Shares47.5K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

-5.04%

Shares904

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-31

CMG

CHIPOTLE MEXICAN GRILL INC

New

Shares10.5K

Event2026-06-30

Filed2026-07-31

EVRG

EVERGY INC

-0.34%

Shares4.1K

Event2026-06-30

Filed2026-07-31

IGRO

ISHARES TR

-4.41%

Shares4.0K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

-0.85%

Shares464

Event2026-06-30

Filed2026-07-31

BBY

BEST BUY INC

-13.56%

Shares4.5K

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

1858.76%

Shares1.9K

Event2026-06-30

Filed2026-07-31

ADSK

AUTODESK INC

30.34%

Shares1.7K

Event2026-06-30

Filed2026-07-31

BWA

BORGWARNER INC

-2.62%

Shares4.9K

Event2026-06-30

Filed2026-07-31

SENTINELONE INC

-4.70%

Shares19.1K

Event2026-06-30

Filed2026-07-31

SUB

ISHARES TR

-9.62%

Shares3.0K

Event2026-06-30

Filed2026-07-31

SOFI

SOFI TECHNOLOGIES INC

-0.80%

Shares17.7K

Event2026-06-30

Filed2026-07-31

BNTX

BIONTECH SE

3.99%

Shares3.4K

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

-4.02%

Shares7.2K

Event2026-06-30

Filed2026-07-31

ENERGY TRANSFER L P

-1.07%

Shares16.0K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

0.05%

Shares8.3K

Event2026-06-30

Filed2026-07-31

EBAY

EBAY INC.

-1.67%

Shares2.7K

Event2026-06-30

Filed2026-07-31

EDWARDS LIFESCIENCES CORP

-5.90%

Shares3.3K

Event2026-06-30

Filed2026-07-31

UNILEVER PLC

-1.16%

Shares4.9K

Event2026-06-30

Filed2026-07-31

PINS

PINTEREST INC

20.78%

Shares13.7K

Event2026-06-30

Filed2026-07-31

GMED

GLOBUS MED INC

-1.08%

Shares3.5K

Event2026-06-30

Filed2026-07-31

ALB

ALBEMARLE CORP

-0.78%

Shares2.0K

Event2026-06-30

Filed2026-07-31

SHV

ISHARES TR

-27.22%

Shares2.4K

Event2026-06-30

Filed2026-07-31

MDLZ

MONDELEZ INTL INC

-0.39%

Shares4.6K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-2.74%

Shares2.9K

Event2026-06-30

Filed2026-07-31

TYL

TYLER TECHNOLOGIES INC

1.75%

Shares874

Event2026-06-30

Filed2026-07-31

BIIB

BIOGEN INC

0.97%

Shares1.1K

Event2026-06-30

Filed2026-07-31

UNITEDHEALTH GROUP INC

New

Shares593

Event2026-06-30

Filed2026-07-31

LHX

L3HARRIS TECHNOLOGIES INC

-11.53%

Shares829

Event2026-06-30

Filed2026-07-31

SAH

SONIC AUTOMOTIVE INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

-1.96%

Shares2.9K

Event2026-06-30

Filed2026-07-31

ZBH

ZIMMER BIOMET HOLDINGS INC

0.44%

Shares2.7K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

DOMINION ENERGY INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-31

KDP

KEURIG DR PEPPER INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

-9.22%

Shares453

Event2026-06-30

Filed2026-07-31

TKR

TIMKEN CO

New

Shares1.5K

Event2026-06-30

Filed2026-07-31

NISOURCE INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

0.63%

Shares805

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

ZOETIS INC

7.27%

Shares3.0K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

-6.54%

Shares1.1K

Event2026-06-30

Filed2026-07-31

GEHC

GE HEALTHCARE TECHNOLOGIES I

-26.36%

Shares3.2K

Event2026-06-30

Filed2026-07-31

FNF

FIDELITY NATL FINL INC

New

Shares4.2K

Event2026-06-30

Filed2026-07-31

PHR

PHREESIA INC

12.04%

Shares19.3K

Event2026-06-30

Filed2026-07-31

C3 AI INC

-0.93%

Shares19.1K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available