The Analysis of Royal Fund Management, LLC's Holdings & P&L


Currently, Royal Fund Management, LLC holds 273 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in LRCX (+49.5K shares, valued at $21.4M), IJR (+126.8K shares, valued at $18.8M), N/A (+21.0K shares, valued at $15.7M); decreased their positions in GOOG (-41.4K shares, valued at $14.6M), ARM (-37.5K shares, valued at $13.3M), MRVL (-44.5K shares, valued at $13.3M); initiated new positions in LRCX (+49.5K shares, valued at $21.4M), IJR (+126.8K shares, valued at $18.8M), EEM (+229.4K shares, valued at $15.7M).


1M P&L
+21.9M+2.19%
3M P&L
+59.8M+6.22%
HY P&L
-89.0M-8.04%

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/A499.6M
49.2%
2Semiconductors42.6M
4.2%
3Drug Manufacturers - General39.0M
3.8%

Top Industries by Stock Count

1N/A86 stocks
36.8%
2Semiconductors11 stocks
4.7%
3Software - Infrastructure10 stocks
4.3%
Stock Holdings
QQQ
INVESCO QQQ TR
0.35%
Shares57.0K
Event2026-06-30
Filed2026-07-20
VOO
VANGUARD INDEX FDS
2.35%
Shares59.5K
Event2026-06-30
Filed2026-07-20
XBI
SPDR SERIES TRUST
-5.15%
Shares154.5K
Event2026-06-30
Filed2026-07-20
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
222.03%
Shares30.5K
Event2026-06-30
Filed2026-07-20
LRCX
LAM RESEARCH CORP
New
Shares49.5K
Event2026-06-30
Filed2026-07-20
NVDA
NVIDIA CORPORATION
-13.89%
Shares102.2K
Event2026-06-30
Filed2026-07-20
IVW
ISHARES TR
2.25%
Shares146.7K
Event2026-06-30
Filed2026-07-20
IJR
ISHARES TR
New
Shares126.8K
Event2026-06-30
Filed2026-07-20
TLT
ISHARES TR
3.63%
Shares208.0K
Event2026-06-30
Filed2026-07-20
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
1.37%
Shares51.8K
Event2026-06-30
Filed2026-07-20
XLI
SELECT SECTOR SPDR TR
8.32%
Shares88.9K
Event2026-06-30
Filed2026-07-20
MSFT
MICROSOFT CORP
3.79%
Shares43.9K
Event2026-06-30
Filed2026-07-20
EEM
ISHARES TR
New
Shares229.4K
Event2026-06-30
Filed2026-07-20
VGT
VANGUARD WORLD FD
706.41%
Shares125.1K
Event2026-06-30
Filed2026-07-20
GOOGL
ALPHABET INC
New
Shares41.6K
Event2026-06-30
Filed2026-07-20
DELL
DELL TECHNOLOGIES INC
-38.17%
Shares33.8K
Event2026-06-30
Filed2026-07-20
MTUM
ISHARES TR
-0.26%
Shares41.8K
Event2026-06-30
Filed2026-07-20
RTX CORPORATION
RTX CORPORATION
4.43%
Shares71.4K
Event2026-06-30
Filed2026-07-20
AAPL
APPLE INC
-4.66%
Shares45.9K
Event2026-06-30
Filed2026-07-20
ABBVIE INC
ABBVIE INC
7.60%
Shares50.8K
Event2026-06-30
Filed2026-07-20
IBM
INTERNATIONAL BUSINESS MACHS
2.57%
Shares44.5K
Event2026-06-30
Filed2026-07-20
BROADCOM INC
BROADCOM INC
-4.41%
Shares33.0K
Event2026-06-30
Filed2026-07-20
HOOD
ROBINHOOD MKTS INC
18.59%
Shares122.5K
Event2026-06-30
Filed2026-07-20
IWM
ISHARES TR
New
Shares39.1K
Event2026-06-30
Filed2026-07-20
XLK
SELECT SECTOR SPDR TR
319.09%
Shares61.3K
Event2026-06-30
Filed2026-07-20
VONG
VANGUARD SCOTTSDALE FDS
-2.68%
Shares91.0K
Event2026-06-30
Filed2026-07-20
XLB
SELECT SECTOR SPDR TR
-8.69%
Shares221.6K
Event2026-06-30
Filed2026-07-20
VUG
VANGUARD INDEX FDS
512.74%
Shares128.6K
Event2026-06-30
Filed2026-07-20
VHT
VANGUARD WORLD FD
6.38%
Shares35.2K
Event2026-06-30
Filed2026-07-20
WMT
WALMART INC
-0.86%
Shares92.1K
Event2026-06-30
Filed2026-07-20
SCHG
SCHWAB STRATEGIC TR
0.50%
Shares304.7K
Event2026-06-30
Filed2026-07-20
QCOM
QUALCOMM INC
0.51%
Shares54.9K
Event2026-06-30
Filed2026-07-20
JNJ
JOHNSON & JOHNSON
1.48%
Shares37.7K
Event2026-06-30
Filed2026-07-20
IXJ
ISHARES TR
5.78%
Shares97.3K
Event2026-06-30
Filed2026-07-20
DGRO
ISHARES TR
1.69%
Shares125.3K
Event2026-06-30
Filed2026-07-20
MGK
VANGUARD WORLD FD
384.37%
Shares105.0K
Event2026-06-30
Filed2026-07-20
MRK
MERCK & CO INC
3.51%
Shares71.2K
Event2026-06-30
Filed2026-07-20
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
-8.42%
Shares11.5K
Event2026-06-30
Filed2026-07-20
DATADOG INC
DATADOG INC
-42.67%
Shares33.0K
Event2026-06-30
Filed2026-07-20
INDA
ISHARES TR
6.75%
Shares167.6K
Event2026-06-30
Filed2026-07-20
PSX
PHILLIPS 66
4.99%
Shares48.6K
Event2026-06-30
Filed2026-07-20
AMGN
AMGEN INC
5.60%
Shares22.2K
Event2026-06-30
Filed2026-07-20
KCE
SPDR SERIES TRUST
3.65%
Shares54.5K
Event2026-06-30
Filed2026-07-20
XLE
SELECT SECTOR SPDR TR
1397.99%
Shares147.9K
Event2026-06-30
Filed2026-07-20
XLF
SELECT SECTOR SPDR TR
2.92%
Shares146.5K
Event2026-06-30
Filed2026-07-20
META PLATFORMS INC
META PLATFORMS INC
0.34%
Shares13.9K
Event2026-06-30
Filed2026-07-20
CVS
CVS HEALTH CORP
-14.86%
Shares75.2K
Event2026-06-30
Filed2026-07-20
KMB
KIMBERLY-CLARK CORP
4.41%
Shares70.8K
Event2026-06-30
Filed2026-07-20
AMZN
AMAZON COM INC
-1.25%
Shares32.6K
Event2026-06-30
Filed2026-07-20
TSLA
TESLA INC
-2.76%
Shares18.3K
Event2026-06-30
Filed2026-07-20
IUSB
ISHARES TR
4.75%
Shares166.7K
Event2026-06-30
Filed2026-07-20
TLH
ISHARES TR
1.47%
Shares76.6K
Event2026-06-30
Filed2026-07-20
3M CO
3M CO
11.81%
Shares46.8K
Event2026-06-30
Filed2026-07-20
CISCO SYS INC
CISCO SYS INC
-12.91%
Shares64.0K
Event2026-06-30
Filed2026-07-20
UBER
UBER TECHNOLOGIES INC
3.77%
Shares103.9K
Event2026-06-30
Filed2026-07-20
VRT
VERTIV HOLDINGS CO
-6.61%
Shares22.1K
Event2026-06-30
Filed2026-07-20
DLR
DIGITAL RLTY TR INC
-15.56%
Shares41.0K
Event2026-06-30
Filed2026-07-20
DRI
DARDEN RESTAURANTS INC
3.92%
Shares35.6K
Event2026-06-30
Filed2026-07-20
LAMR
LAMAR ADVERTISING CO
0.35%
Shares46.3K
Event2026-06-30
Filed2026-07-20
BX
BLACKSTONE INC
14.01%
Shares60.3K
Event2026-06-30
Filed2026-07-20
GRMN
GARMIN LTD
5.52%
Shares29.4K
Event2026-06-30
Filed2026-07-20
OKE
ONEOK INC NEW
6.00%
Shares80.3K
Event2026-06-30
Filed2026-07-20
SBUX
STARBUCKS CORP
9.14%
Shares67.6K
Event2026-06-30
Filed2026-07-20
NEM
NEWMONT CORP
6.10%
Shares70.3K
Event2026-06-30
Filed2026-07-20
WASTE MGMT INC DEL
WASTE MGMT INC DEL
6.01%
Shares29.0K
Event2026-06-30
Filed2026-07-20
SNOWFLAKE INC
SNOWFLAKE INC
10.22%
Shares25.0K
Event2026-06-30
Filed2026-07-20
UNP
UNION PAC CORP
5.49%
Shares23.2K
Event2026-06-30
Filed2026-07-20
KO
COCA COLA CO
-0.70%
Shares76.9K
Event2026-06-30
Filed2026-07-20
GLD
SPDR GOLD TR
-31.19%
Shares16.9K
Event2026-06-30
Filed2026-07-20
PG
PROCTER & GAMBLE CO
25.68%
Shares42.3K
Event2026-06-30
Filed2026-07-20
LLY
ELI LILLY & CO
3.69%
Shares5.1K
Event2026-06-30
Filed2026-07-20
EMR
EMERSON ELEC CO
1.23%
Shares42.7K
Event2026-06-30
Filed2026-07-20
MGV
VANGUARD WORLD FD
New
Shares35.1K
Event2026-06-30
Filed2026-07-20
AOM
ISHARES TR
2.86%
Shares113.7K
Event2026-06-30
Filed2026-07-20
PGHY
INVESCO EXCH TRADED FD TR II
4.57%
Shares272.6K
Event2026-06-30
Filed2026-07-20
USB
US BANCORP
1.16%
Shares88.9K
Event2026-06-30
Filed2026-07-20
BBHY
J P MORGAN EXCHANGE TRADED F
4.48%
Shares116.3K
Event2026-06-30
Filed2026-07-20
VWOB
VANGUARD WHITEHALL FDS
4.43%
Shares79.5K
Event2026-06-30
Filed2026-07-20
VZ
VERIZON COMMUNICATIONS INC
3.43%
Shares125.6K
Event2026-06-30
Filed2026-07-20
VT
VANGUARD INTL EQUITY INDEX F
6.61%
Shares33.7K
Event2026-06-30
Filed2026-07-20
MCD
MCDONALDS CORP
3.75%
Shares19.5K
Event2026-06-30
Filed2026-07-20
VST
VISTRA CORP
13.49%
Shares32.2K
Event2026-06-30
Filed2026-07-20
DUK
DUKE ENERGY CORP NEW
2.91%
Shares39.8K
Event2026-06-30
Filed2026-07-20
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
-0.62%
Shares42.4K
Event2026-06-30
Filed2026-07-20
VDE
VANGUARD WORLD FD
6.43%
Shares32.3K
Event2026-06-30
Filed2026-07-20
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares28.1K
Event2026-06-30
Filed2026-07-20
CVNA
CARVANA CO
New
Shares70.0K
Event2026-06-30
Filed2026-07-20
INTC
INTEL CORP
New
Shares32.8K
Event2026-06-30
Filed2026-07-20
XYZ
BLOCK INC
122.60%
Shares57.9K
Event2026-06-30
Filed2026-07-20
SHOP
SHOPIFY INC
504.27%
Shares38.2K
Event2026-06-30
Filed2026-07-20
T
AT&T INC
-12.00%
Shares208.6K
Event2026-06-30
Filed2026-07-20
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-2.40%
Shares11.7K
Event2026-06-30
Filed2026-07-20
CVX
CHEVRON CORPORATION
2.58%
Shares26.0K
Event2026-06-30
Filed2026-07-20
SUNCOR ENERGY INC NEW
SUNCOR ENERGY INC NEW
4.04%
Shares80.2K
Event2026-06-30
Filed2026-07-20
VIG
VANGUARD SPECIALIZED FUNDS
-0.98%
Shares18.1K
Event2026-06-30
Filed2026-07-20
VOOG
VANGUARD ADMIRAL FDS INC
474.19%
Shares51.1K
Event2026-06-30
Filed2026-07-20
ASML
ASML HLDG NV
1.53%
Shares2.1K
Event2026-06-30
Filed2026-07-20
CRWV
COREWEAVE INC
New
Shares42.0K
Event2026-06-30
Filed2026-07-20
RKT
ROCKET COS INC
-3.32%
Shares263.6K
Event2026-06-30
Filed2026-07-20
SYY
SYSCO CORP
3.29%
Shares48.8K
Event2026-06-30
Filed2026-07-20
VV
VANGUARD INDEX FDS
-2.16%
Shares11.9K
Event2026-06-30
Filed2026-07-20
GBX
GREENBRIER COS INC
4.62%
Shares79.3K
Event2026-06-30
Filed2026-07-20
BMY
BRISTOL-MYERS SQUIBB CO
6.73%
Shares67.1K
Event2026-06-30
Filed2026-07-20
BBY
BEST BUY INC
2.24%
Shares50.4K
Event2026-06-30
Filed2026-07-20
TSN
TYSON FOODS INC
3.61%
Shares65.3K
Event2026-06-30
Filed2026-07-20
AEM
AGNICO EAGLE MINES LTD
3.27%
Shares23.2K
Event2026-06-30
Filed2026-07-20
VPU
VANGUARD WORLD FD
8.92%
Shares18.0K
Event2026-06-30
Filed2026-07-20
DOMINION ENERGY INC
DOMINION ENERGY INC
-8.51%
Shares51.5K
Event2026-06-30
Filed2026-07-20
RIO
RIO TINTO PLC
-0.04%
Shares37.0K
Event2026-06-30
Filed2026-07-20
VDC
VANGUARD WORLD FD
New
Shares15.6K
Event2026-06-30
Filed2026-07-20
APPLOVIN CORP
APPLOVIN CORP
-13.12%
Shares6.7K
Event2026-06-30
Filed2026-07-20
VIS
VANGUARD WORLD FD
7.14%
Shares9.5K
Event2026-06-30
Filed2026-07-20
CAVA
CAVA GROUP INC
New
Shares42.6K
Event2026-06-30
Filed2026-07-20
CBRS
CEREBRAS SYSTEMS INC
New
Shares14.5K
Event2026-06-30
Filed2026-07-20
PAYX
PAYCHEX INC
5.90%
Shares32.4K
Event2026-06-30
Filed2026-07-20
VFQY
VANGUARD WELLINGTON FD
8.36%
Shares18.2K
Event2026-06-30
Filed2026-07-20
SLV
ISHARES SILVER TR
77.22%
Shares57.1K
Event2026-06-30
Filed2026-07-20
ADM
ARCHER DANIELS MIDLAND CO
New
Shares39.9K
Event2026-06-30
Filed2026-07-20
KR
KROGER CO
8.12%
Shares54.6K
Event2026-06-30
Filed2026-07-20
VFH
VANGUARD WORLD FD
9.23%
Shares22.8K
Event2026-06-30
Filed2026-07-20
VCR
VANGUARD WORLD FD
-66.73%
Shares7.5K
Event2026-06-30
Filed2026-07-20
GS
GOLDMAN SACHS GROUP INC
-1.53%
Shares2.9K
Event2026-06-30
Filed2026-07-20
QSR
RESTAURANT BRANDS INTL INC
169.57%
Shares38.6K
Event2026-06-30
Filed2026-07-20
IOT
SAMSARA INC
42.64%
Shares85.3K
Event2026-06-30
Filed2026-07-20
GLW
CORNING INC
-50.69%
Shares10.7K
Event2026-06-30
Filed2026-07-20
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-4.72%
Shares29.6K
Event2026-06-30
Filed2026-07-20
VO
VANGUARD INDEX FDS
296.48%
Shares31.1K
Event2026-06-30
Filed2026-07-20
VOX
VANGUARD WORLD FD
-3.32%
Shares13.5K
Event2026-06-30
Filed2026-07-20
VYM
VANGUARD WHITEHALL FDS
-0.99%
Shares15.6K
Event2026-06-30
Filed2026-07-20
MAR
MARRIOTT INTL INC NEW
0.00%
Shares6.6K
Event2026-06-30
Filed2026-07-20
NETFLIX INC.
NETFLIX INC.
992.88%
Shares34.1K
Event2026-06-30
Filed2026-07-20
XLG
INVESCO EXCHANGE TRADED FD T
New
Shares39.7K
Event2026-06-30
Filed2026-07-20
DAL
DELTA AIR LINES INC
2.03%
Shares25.7K
Event2026-06-30
Filed2026-07-20
MEDTRONIC PLC
MEDTRONIC PLC
15.87%
Shares29.9K
Event2026-06-30
Filed2026-07-20
NXP SEMICONDUCTORS N V
NXP SEMICONDUCTORS N V
0.37%
Shares8.3K
Event2026-06-30
Filed2026-07-20
DEO
DIAGEO PLC
-0.69%
Shares28.8K
Event2026-06-30
Filed2026-07-20
DVN
DEVON ENERGY CORP NEW
-11.94%
Shares54.4K
Event2026-06-30
Filed2026-07-20
IJK
ISHARES TR
-3.43%
Shares17.9K
Event2026-06-30
Filed2026-07-20
BHP
BHP BILLITON LIMITED
-3.25%
Shares25.2K
Event2026-06-30
Filed2026-07-20
KMI
KINDER MORGAN INC DEL
2.39%
Shares64.7K
Event2026-06-30
Filed2026-07-20
DE
DEERE & CO
0.47%
Shares3.2K
Event2026-06-30
Filed2026-07-20
PM
PHILIP MORRIS INTL INC
1.31%
Shares10.9K
Event2026-06-30
Filed2026-07-20
DOW
DOW HLDGS INC
18.54%
Shares72.2K
Event2026-06-30
Filed2026-07-20
IEI
ISHARES TR
7.70%
Shares16.8K
Event2026-06-30
Filed2026-07-20
XEL
XCEL ENERGY INC
2.47%
Shares24.4K
Event2026-06-30
Filed2026-07-20
IRM
IRON MTN INC DEL
-1.14%
Shares15.5K
Event2026-06-30
Filed2026-07-20
OHI
OMEGA HEALTHCARE INVS INC
2.59%
Shares40.5K
Event2026-06-30
Filed2026-07-20
AMT
AMERICAN TOWER CORP
24.56%
Shares11.8K
Event2026-06-30
Filed2026-07-20
CAG
CONAGRA BRANDS INC
274.02%
Shares142.5K
Event2026-06-30
Filed2026-07-20
IGIB
ISHARES TR
7.61%
Shares35.7K
Event2026-06-30
Filed2026-07-20
MGC
VANGUARD WORLD FD
-1.53%
Shares6.9K
Event2026-06-30
Filed2026-07-20
GSK PLC
GSK PLC
1.63%
Shares36.1K
Event2026-06-30
Filed2026-07-20
VONE
VANGUARD SCOTTSDALE FDS
New
Shares5.6K
Event2026-06-30
Filed2026-07-20
TFC
TRUIST FINL CORP
-6.68%
Shares37.7K
Event2026-06-30
Filed2026-07-20
UPS
UNITED PARCEL SVCS INC
13.46%
Shares17.5K
Event2026-06-30
Filed2026-07-20
PFE
PFIZER INC
-3.49%
Shares77.7K
Event2026-06-30
Filed2026-07-20
LNG
CHENIERE ENERGY INC
-17.27%
Shares7.4K
Event2026-06-30
Filed2026-07-20
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares12.8K
Event2026-06-30
Filed2026-07-20
PPL CORP
PPL CORP
2.72%
Shares47.3K
Event2026-06-30
Filed2026-07-20
APH
AMPHENOL CORP
148.72%
Shares9.7K
Event2026-06-30
Filed2026-07-20
COIN
COINBASE GLOBAL INC
-1.72%
Shares11.4K
Event2026-06-30
Filed2026-07-20
TC ENERGY CORP
TC ENERGY CORP
0.25%
Shares25.0K
Event2026-06-30
Filed2026-07-20
LYB
LYONDELLBASELL INDUSTRIES NV
2.50%
Shares28.7K
Event2026-06-30
Filed2026-07-20
FLOT
ISHARES TR
6.43%
Shares28.9K
Event2026-06-30
Filed2026-07-20
WPC
WP CAREY INC
2.81%
Shares19.9K
Event2026-06-30
Filed2026-07-20
C
CITIGROUP INC
-2.88%
Shares10.2K
Event2026-06-30
Filed2026-07-20
EOG
EOG RES INC
1.87%
Shares10.9K
Event2026-06-30
Filed2026-07-20
RBRK
RUBRIK INC.
-3.31%
Shares17.5K
Event2026-06-30
Filed2026-07-20
IJT
ISHARES TR
10.12%
Shares7.7K
Event2026-06-30
Filed2026-07-20
SJM
SMUCKER J M CO
-8.96%
Shares12.2K
Event2026-06-30
Filed2026-07-20
VOT
VANGUARD INDEX FDS
New
Shares4.4K
Event2026-06-30
Filed2026-07-20
SCCO
SOUTHERN COPPER CORP
221.77%
Shares7.4K
Event2026-06-30
Filed2026-07-20
APLD
APPLIED DIGITAL CORP
301.52%
Shares34.5K
Event2026-06-30
Filed2026-07-20
VBK
VANGUARD INDEX FDS
-2.76%
Shares3.5K
Event2026-06-30
Filed2026-07-20
TOST
TOAST INC
14.50%
Shares45.8K
Event2026-06-30
Filed2026-07-20
XRN
CHIRON REAL ESTATE INC
5.95%
Shares33.2K
Event2026-06-30
Filed2026-07-20
NTAP
NETAPP INC
-4.89%
Shares7.8K
Event2026-06-30
Filed2026-07-20
GTLB
GITLAB INC
-12.06%
Shares37.2K
Event2026-06-30
Filed2026-07-20
SMCI
SUPER MICRO COMPUTER INC
New
Shares37.1K
Event2026-06-30
Filed2026-07-20
AKRE
PROFESIONALLY MANAGED PORTFO
New
Shares20.4K
Event2026-06-30
Filed2026-07-20
ANET
ARISTA NETWORKS INC
New
Shares6.4K
Event2026-06-30
Filed2026-07-20
FANG
DIAMONDBACK ENERGY INC
New
Shares6.1K
Event2026-06-30
Filed2026-07-20
COHR
COHERENT CORP
-23.84%
Shares2.7K
Event2026-06-30
Filed2026-07-20
ORACLE CORP
ORACLE CORP
-64.58%
Shares7.3K
Event2026-06-30
Filed2026-07-20
KNTK
KINETIK HOLDINGS INC
New
Shares21.6K
Event2026-06-30
Filed2026-07-20
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
195.39%
Shares16.5K
Event2026-06-30
Filed2026-07-20
CLOUDFLARE INC
CLOUDFLARE INC
-64.35%
Shares4.1K
Event2026-06-30
Filed2026-07-20
FLTR
VANECK ETF TRUST
7.54%
Shares39.1K
Event2026-06-30
Filed2026-07-20
RBLX
ROBLOX CORP
-46.94%
Shares18.4K
Event2026-06-30
Filed2026-07-20
RSPT
INVESCO EXCHANGE TRADED FD T
-0.28%
Shares15.5K
Event2026-06-30
Filed2026-07-20
BIL
SPDR SERIES TRUST
7.47%
Shares10.9K
Event2026-06-30
Filed2026-07-20
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares4.5K
Event2026-06-30
Filed2026-07-20
MKL
MARKEL GROUP INC
0.00%
Shares510
Event2026-06-30
Filed2026-07-20
KEY
KEYCORP
-7.56%
Shares42.8K
Event2026-06-30
Filed2026-07-20
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares4.5K
Event2026-06-30
Filed2026-07-20
MU
MICRON TECHNOLOGY INC
-15.28%
Shares843
Event2026-06-30
Filed2026-07-20
AMD
ADVANCED MICRO DEVICES INC
-30.52%
Shares1.6K
Event2026-06-30
Filed2026-07-20
IYH
ISHARES TR
-12.32%
Shares13.8K
Event2026-06-30
Filed2026-07-20
ZHDG
TIDAL TRUST I
-6.94%
Shares39.1K
Event2026-06-30
Filed2026-07-20
WFC
WELLS FARGO & CO
-28.00%
Shares10.0K
Event2026-06-30
Filed2026-07-20
VKTX
VIKING THERAPEUTICS INC
-0.16%
Shares20.9K
Event2026-06-30
Filed2026-07-20
MDLZ
MONDELEZ INTL INC
-36.45%
Shares13.6K
Event2026-06-30
Filed2026-07-20
HD
HOME DEPOT INC
-6.39%
Shares2.1K
Event2026-06-30
Filed2026-07-20
MDY
STATE STR SPDR S&P MIDCAP 40
-1.49%
Shares1.1K
Event2026-06-30
Filed2026-07-20
OXY
OCCIDENTAL PETE CORP
162.87%
Shares15.3K
Event2026-06-30
Filed2026-07-20
PLD
PROLOGIS INC.
146.23%
Shares5.4K
Event2026-06-30
Filed2026-07-20
TSM
TAIWAN SEMICONDUCTOR MANUFAC
30.30%
Shares1.5K
Event2026-06-30
Filed2026-07-20
IVE
ISHARES TR
-0.58%
Shares3.1K
Event2026-06-30
Filed2026-07-20
UHS
UNIVERSAL HLTH SVCS INC
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-20
TKR
TIMKEN CO
0.00%
Shares4.6K
Event2026-06-30
Filed2026-07-20
TBIL
RBB FD INC
16.77%
Shares13.5K
Event2026-06-30
Filed2026-07-20
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares2.4K
Event2026-06-30
Filed2026-07-20
SLB
SLB LIMITED
0.00%
Shares13.8K
Event2026-06-30
Filed2026-07-20
DIVI
FRANKLIN TEMPLETON ETF TR
-0.93%
Shares14.6K
Event2026-06-30
Filed2026-07-20
QTEC
FIRST TR EXCHANGE-TRADED FD
-10.71%
Shares1.8K
Event2026-06-30
Filed2026-07-20
CEG
CONSTELLATION ENERGY CORP
0.38%
Shares2.4K
Event2026-06-30
Filed2026-07-20
XYLD
GLOBAL X FDS
18.69%
Shares12.7K
Event2026-06-30
Filed2026-07-20
UPSTART HLDGS INC
UPSTART HLDGS INC
-8.21%
Shares14.5K
Event2026-06-30
Filed2026-07-20
ETR
ENTERGY CORP NEW
-6.52%
Shares4.3K
Event2026-06-30
Filed2026-07-20
EXXON MOBIL CORP
EXXON MOBIL CORP
0.00%
Shares3.5K
Event2026-06-30
Filed2026-07-20
QUS
SPDR SERIES TRUST
-10.76%
Shares2.5K
Event2026-06-30
Filed2026-07-20
AEROVIRONMENT INC
AEROVIRONMENT INC
35.05%
Shares2.7K
Event2026-06-30
Filed2026-07-20
F
FORD MTR CO
-1.24%
Shares32.1K
Event2026-06-30
Filed2026-07-20
ZM
ZOOM COMMUNICATIONS INC
New
Shares4.9K
Event2026-06-30
Filed2026-07-20
BAC
BANK OF AMER CORP
-1.20%
Shares7.4K
Event2026-06-30
Filed2026-07-20
NI
NISOURCE INC
-88.85%
Shares8.5K
Event2026-06-30
Filed2026-07-20
IYJ
ISHARES TR
-0.78%
Shares2.4K
Event2026-06-30
Filed2026-07-20
OKTA
OKTA INC
-93.91%
Shares2.9K
Event2026-06-30
Filed2026-07-20
GE
GE AEROSPACE
2.51%
Shares1.0K
Event2026-06-30
Filed2026-07-20
RSPS
INVESCO EXCHANGE TRADED FD T
-0.16%
Shares12.2K
Event2026-06-30
Filed2026-07-20
ED
CONSOLIDATED EDISON INC
-33.01%
Shares3.3K
Event2026-06-30
Filed2026-07-20
ALL
ALLSTATE CORP
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-20
GOOG
ALPHABET INC
-97.72%
Shares965
Event2026-06-30
Filed2026-07-20
LNT
ALLIANT ENERGY CORP
0.00%
Shares4.4K
Event2026-06-30
Filed2026-07-20
IJJ
ISHARES TR
New
Shares2.3K
Event2026-06-30
Filed2026-07-20
MPWR
MONOLITHIC PWR SYS INC
-8.33%
Shares242
Event2026-06-30
Filed2026-07-20
AXP
AMERICAN EXPRESS CO
1.54%
Shares987
Event2026-06-30
Filed2026-07-20
SPYI
NEOS ETF TRUST
41.36%
Shares6.2K
Event2026-06-30
Filed2026-07-20
DIVO
AMPLIFY ETF TR
17.95%
Shares7.1K
Event2026-06-30
Filed2026-07-20
JEPI
J P MORGAN EXCHANGE TRADED F
-4.70%
Shares5.8K
Event2026-06-30
Filed2026-07-20
GILD
GILEAD SCIENCES INC
37.15%
Shares2.6K
Event2026-06-30
Filed2026-07-20
CF
CF INDUSTRIES HOLD
7.14%
Shares3.0K
Event2026-06-30
Filed2026-07-20
AFFIRM HLDGS INC
AFFIRM HLDGS INC
-88.51%
Shares3.8K
Event2026-06-30
Filed2026-07-20
BRK.B
BERKSHIRE HATHAWAY INC DEL
-7.40%
Shares626
Event2026-06-30
Filed2026-07-20
BA
BOEING CO
-89.49%
Shares1.4K
Event2026-06-30
Filed2026-07-20
MRVL
MARVELL TECHNOLOGY INC
-97.70%
Shares1.0K
Event2026-06-30
Filed2026-07-20
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
13.70%
Shares332
Event2026-06-30
Filed2026-07-20
UTWO
RBB FD INC
New
Shares6.3K
Event2026-06-30
Filed2026-07-20
SRLN
SSGA ACTIVE ETF TR
-36.94%
Shares7.4K
Event2026-06-30
Filed2026-07-20
AMERIPRISE FINL INC
AMERIPRISE FINL INC
0.16%
Shares643
Event2026-06-30
Filed2026-07-20
ARM
ARM HOLDINGS PLC
-97.89%
Shares809
Event2026-06-30
Filed2026-07-20
GEV
GE VERNOVA INC
New
Shares242
Event2026-06-30
Filed2026-07-20
MS
MORGAN STANLEY
-13.19%
Shares1.3K
Event2026-06-30
Filed2026-07-20
SOUTHERN CO
SOUTHERN CO
0.78%
Shares2.8K
Event2026-06-30
Filed2026-07-20
COP
CONOCOPHILLIPS
0.31%
Shares2.6K
Event2026-06-30
Filed2026-07-20
IDU
ISHARES TR
-10.12%
Shares2.3K
Event2026-06-30
Filed2026-07-20
MDB
MONGODB INC
New
Shares800
Event2026-06-30
Filed2026-07-20
TWLO
TWILIO INC
-95.79%
Shares1.3K
Event2026-06-30
Filed2026-07-20
CASY
CASEYS GEN STORES INC
0.64%
Shares316
Event2026-06-30
Filed2026-07-20
LIN
LINDE PLC
6.28%
Shares474
Event2026-06-30
Filed2026-07-20
XBIL
RBB FD INC
New
Shares4.9K
Event2026-06-30
Filed2026-07-20
SJNK
SPDR SERIES TRUST
-5.20%
Shares9.6K
Event2026-06-30
Filed2026-07-20
RKLB
ROCKET LAB CORP
-96.51%
Shares2.4K
Event2026-06-30
Filed2026-07-20
LMT
LOCKHEED MARTIN CORP
-0.22%
Shares451
Event2026-06-30
Filed2026-07-20
RBIL
RBB FD INC
New
Shares4.3K
Event2026-06-30
Filed2026-07-20
IWF
ISHARES TR
New
Shares1.7K
Event2026-06-30
Filed2026-07-20
EVRG
EVERGY INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-20
UTEN
RBB FD INC
New
Shares4.7K
Event2026-06-30
Filed2026-07-20
FTEC
FIDELITY COVINGTON TRUST
New
Shares705
Event2026-06-30
Filed2026-07-20
OUTLOOK THERAPEUTICS INC
OUTLOOK THERAPEUTICS INC
New
Shares47.2K
Event2026-06-30
Filed2026-07-20
RES
RPC INC
0.55%
Shares12.2K
Event2026-06-30
Filed2026-07-20
REI
RING ENERGY INC
0.00%
Shares30.0K
Event2026-06-30
Filed2026-07-20
AREC
AMERICAN RES CORP
New
Shares14.6K
Event2026-06-30
Filed2026-07-20

Call Option Holdings
STATE STR SPDR S&P 500 ETF T Call
STATE STR SPDR S&P 500 ETF T
New
Shares100
Event2026-06-30
Filed2026-07-20

Put Option Holdings
NVDA Put
NVIDIA CORPORATION
-61.90%
Shares3.2K
Event2026-06-30
Filed2026-07-20
PALANTIR TECHNOLOGIES INC Put
PALANTIR TECHNOLOGIES INC
-53.23%
Shares2.9K
Event2026-06-30
Filed2026-07-20
TSLA Put
TESLA INC
New
Shares800
Event2026-06-30
Filed2026-07-20
META PLATFORMS INC Put
META PLATFORMS INC
New
Shares500
Event2026-06-30
Filed2026-07-20
WMT Put
WALMART INC
New
Shares2.0K
Event2026-06-30
Filed2026-07-20
HOOD Put
ROBINHOOD MKTS INC
New
Shares1.8K
Event2026-06-30
Filed2026-07-20
ARM Put
ARM HOLDINGS PLC
New
Shares400
Event2026-06-30
Filed2026-07-20
SNOWFLAKE INC Put
SNOWFLAKE INC
New
Shares400
Event2026-06-30
Filed2026-07-20
CRWV Put
COREWEAVE INC
New
Shares900
Event2026-06-30
Filed2026-07-20
MRVL Put
MARVELL TECHNOLOGY INC
New
Shares200
Event2026-06-30
Filed2026-07-20
APPLOVIN CORP Put
APPLOVIN CORP
New
Shares100
Event2026-06-30
Filed2026-07-20
TSM Put
TAIWAN SEMICONDUCTOR MANUFAC
New
Shares100
Event2026-06-30
Filed2026-07-20
TWLO Put
TWILIO INC
New
Shares200
Event2026-06-30
Filed2026-07-20
SPACE EXPLORATION TECHN CORP Put
SPACE EXPLORATION TECHN CORP
New
Shares200
Event2026-06-30
Filed2026-07-20
VRT Put
VERTIV HOLDINGS CO
New
Shares100
Event2026-06-30
Filed2026-07-20
VST Put
VISTRA CORP
New
Shares200
Event2026-06-30
Filed2026-07-20
UBER Put
UBER TECHNOLOGIES INC
New
Shares400
Event2026-06-30
Filed2026-07-20