Sponsored

The Analysis of BALDWIN WEALTH PARTNERS LLC/MA's Holdings & P&L

Currently, BALDWIN WEALTH PARTNERS LLC/MA holds 234 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in KLAC (+195.8K shares, valued at $59.1M), FBCG (+158.8K shares, valued at $9.9M), CRH (+87.7K shares, valued at $9.4M); decreased their positions in URI (-6.2K shares, valued at $7.0M), VEEV (-26.8K shares, valued at $4.8M), INTU (-16.8K shares, valued at $4.4M); initiated new positions in FBCG (+158.8K shares, valued at $9.9M), CRH (+87.7K shares, valued at $9.4M), TSM (+11.1K shares, valued at $5.3M).

1M P&L

-977.3K-0.08%

3M P&L

-330.8M-22.30%

HY P&L

-154.1M-11.79%

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/A297.0M

23.0%

2Semiconductors134.0M

10.4%

3Internet Content & Information119.1M

9.2%

Top Industries by Stock Count

1N/A63 stocks

31.7%

2Oil & Gas Midstream9 stocks

4.5%

3Semiconductors8 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC288.4K shares-1.79%2026-06-302026-07-14

AAPL APPLE INC351.8K shares-0.11%2026-06-302026-07-14

NVDA NVIDIA CORPORATION496.8K shares10.34%2026-06-302026-07-14

JBND J P MORGAN EXCHANGE TRADED F1.5M shares0.06%2026-06-302026-07-14

AMZN AMAZON COM INC312.5K shares-0.02%2026-06-302026-07-14

KLAC KLA CORP222.3K shares737.35%2026-06-302026-07-14

MSFT MICROSOFT CORP148.9K shares-0.40%2026-06-302026-07-14

TIP ISHARES TR397.6K shares0.86%2026-06-302026-07-14

Sponsored

VISA INC VISA INC110.9K shares-0.84%2026-06-302026-07-14

GLD SPDR GOLD TR84.7K shares-1.54%2026-06-302026-07-14

ASML ASML HLDG NV14.4K shares-0.72%2026-06-302026-07-14

OMFL INVESCO EXCH TRD SLF IDX FD412.2K shares-6.13%2026-06-302026-07-14

JPMORGAN CHASE & CO JPMORGAN CHASE & CO86.0K shares1.55%2026-06-302026-07-14

URI UNITED RENTALS INC23.9K shares-20.65%2026-06-302026-07-14

WASTE MGMT INC DEL WASTE MGMT INC DEL120.1K shares-0.77%2026-06-302026-07-14

BX BLACKSTONE INC217.7K shares1.31%2026-06-302026-07-14

Sponsored

ADI ANALOG DEVICES INC62.0K shares-3.56%2026-06-302026-07-14

IBM INTERNATIONAL BUSINESS MACHS81.6K shares-1.08%2026-06-302026-07-14

IAU ISHARES GOLD TR301.7K shares2.33%2026-06-302026-07-14

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION24.3K shares-0.54%2026-06-302026-07-14

NEXTERA ENERGY INC NEXTERA ENERGY INC253.8K shares-0.33%2026-06-302026-07-14

UNP UNION PAC CORP80.8K shares46.76%2026-06-302026-07-14

QUANTA SVCS INC QUANTA SVCS INC24.3K shares-0.12%2026-06-302026-07-14

JNJ JOHNSON & JOHNSON64.4K shares-0.57%2026-06-302026-07-14

Sponsored

GOOG ALPHABET INC45.4K shares-2.69%2026-06-302026-07-14

EXXON MOBIL CORP EXXON MOBIL CORP115.6K shares-3.14%2026-06-302026-07-14

AJG GALLAGHER ARTHUR J & CO68.4K shares-0.81%2026-06-302026-07-14

MAR MARRIOTT INTL INC NEW41.9K shares-2.04%2026-06-302026-07-14

VGIT VANGUARD SCOTTSDALE FDS257.2K shares1.81%2026-06-302026-07-14

GRMN GARMIN LTD54.0K shares-1.51%2026-06-302026-07-14

DHR DANAHER CORP DEL65.9K shares-5.14%2026-06-302026-07-14

REG REGENCY CTRS CORP146.7K shares1.82%2026-06-302026-07-14

Sponsored

CVX CHEVRON CORPORATION69.4K shares-1.17%2026-06-302026-07-14

AXSM AXSOME THERAPEUTICS INC.44.1K shares4.75%2026-06-302026-07-14

ULTA BEAUTY INC ULTA BEAUTY INC23.6K shares-0.74%2026-06-302026-07-14

ALPS ETF TR ALPS ETF TR199.8K shares-4.33%2026-06-302026-07-14

FBCG FIDELITY COVINGTON TRUST158.8K sharesnew addition2026-06-302026-07-14

CRH CRH PLC87.7K sharesnew addition2026-06-302026-07-14

IJR ISHARES TR63.2K shares0.06%2026-06-302026-07-14

MCK MCKESSON CORP12.1K shares0.22%2026-06-302026-07-14

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL17.3K shares0.52%2026-06-302026-07-14

ARES CAPITAL CORP ARES CAPITAL CORP439.0K shares122.37%2026-06-302026-07-14

ISHARES TR ISHARES TR10.8K shares-1.88%2026-06-302026-07-14

BAC BANK OF AMER CORP136.3K shares-0.57%2026-06-302026-07-14

CHD CHURCH & DWIGHT CO INC79.1K shares-3.92%2026-06-302026-07-14

WAT WATERS CORP20.4K shares-5.84%2026-06-302026-07-14

DOV DOVER CORP34.0K shares0.00%2026-06-302026-07-14

SCHW SCHWAB CHARLES CORP81.6K shares-12.20%2026-06-302026-07-14

Sponsored

S&P GLOBAL INC S&P GLOBAL INC18.3K shares2.93%2026-06-302026-07-14

AZO AUTOZONE INC2.3K shares12.07%2026-06-302026-07-14

ESGE ISHARES INC130.1K shares1.69%2026-06-302026-07-14

OTIS OTIS WORLDWIDE CORP98.2K shares-1.95%2026-06-302026-07-14

NVCT NUVECTIS PHARMA INC382.0K shares0.90%2026-06-302026-07-14

EPD ENTERPRISE PRODS PARTNERS L182.9K shares0.66%2026-06-302026-07-14

ITW ILLINOIS TOOL WKS INC23.7K shares-7.16%2026-06-302026-07-14

PG PROCTER & GAMBLE CO40.6K shares-7.37%2026-06-302026-07-14

Sponsored

PTC PTC INC51.6K shares-2.42%2026-06-302026-07-14

BASG ADVISORS INNER CIRCLE FD III205.8K shares3.44%2026-06-302026-07-14

TSM TAIWAN SEMICONDUCTOR MANUFAC11.1K sharesnew addition2026-06-302026-07-14

PM PHILIP MORRIS INTL INC25.8K shares-1.27%2026-06-302026-07-14

ET ENERGY TRANSFER L P240.7K shares-4.57%2026-06-302026-07-14

NVS NOVARTIS AG27.7K shares-7.72%2026-06-302026-07-14

VOO VANGUARD INDEX FDS6.2K shares-5.69%2026-06-302026-07-14

TD TORONTO DOMINION BK ONT34.7K shares0.00%2026-06-302026-07-14

Sponsored

TDG TRANSDIGM GROUP INC3.0K sharesnew addition2026-06-302026-07-14

VRTX VERTEX PHARMACEUTICALS INC7.8K shares0.00%2026-06-302026-07-14

AMD ADVANCED MICRO DEVICES INC6.1K shares0.31%2026-06-302026-07-14

VBR VANGUARD INDEX FDS13.7K shares-1.03%2026-06-302026-07-14

EEMX SPDR INDEX SHS FDS60.9K shares5.70%2026-06-302026-07-14

EOG EOG RES INC24.8K shares-1.05%2026-06-302026-07-14

PSF COHEN & STEERS SELECT PFD &157.2K shares-2.28%2026-06-302026-07-14

NETFLIX INC. NETFLIX INC.39.6K shares1297.53%2026-06-302026-07-14

Sponsored

TRGP TARGA RES CORP10.1K shares5.19%2026-06-302026-07-14

PAYX PAYCHEX INC27.1K shares-16.28%2026-06-302026-07-14

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.5K shares0.00%2026-06-302026-07-14

KO COCA COLA CO32.0K shares-2.65%2026-06-302026-07-14

GBIL GOLDMAN SACHS ETF TR25.8K shares-60.15%2026-06-302026-07-14

MO ALTRIA GROUP INC35.1K shares-23.00%2026-06-302026-07-14

META PLATFORMS INC META PLATFORMS INC4.4K shares-12.07%2026-06-302026-07-14

BK BANK OF NY MELLON CORP16.9K shares-1.04%2026-06-302026-07-14

Sponsored

GBCI GLACIER BANCORP INC NEW44.1K shares0.00%2026-06-302026-07-14

PEP PEPSICO INC16.4K shares-12.26%2026-06-302026-07-14

FI FISERV INC42.5K shares-21.00%2026-06-302026-07-14

MRK MERCK & CO INC15.7K shares-8.66%2026-06-302026-07-14

HCI HCI GROUP INC11.3K shares0.00%2026-06-302026-07-14

CAT CATERPILLAR INC1.8K shares0.00%2026-06-302026-07-14

ADP AUTOMATIC DATA PROCESSING IN8.7K shares-4.44%2026-06-302026-07-14

LLY ELI LILLY & CO1.6K shares-0.19%2026-06-302026-07-14

Sponsored

EMR EMERSON ELEC CO12.7K shares-0.78%2026-06-302026-07-14

UBER UBER TECHNOLOGIES INC25.1K shares8.51%2026-06-302026-07-14

VANECK ETF TRUST VANECK ETF TRUST23.9K shares-0.28%2026-06-302026-07-14

ABBVIE INC ABBVIE INC7.0K shares7.11%2026-06-302026-07-14

AKRE PROFESIONALLY MANAGED PORTFO31.9K shares-5.86%2026-06-302026-07-14

SYK STRYKER CORPORATION5.3K shares-9.20%2026-06-302026-07-14

PLD PROLOGIS INC.11.7K shares-3.19%2026-06-302026-07-14

FAST FASTENAL CO32.6K shares-8.82%2026-06-302026-07-14

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC13.2K shares12.84%2026-06-302026-07-14

IWM ISHARES TR5.2K shares0.00%2026-06-302026-07-14

ADOBE INC ADOBE INC7.2K shares-7.62%2026-06-302026-07-14

VEA VANGUARD TAX-MANAGED FDS18.8K shares-4.42%2026-06-302026-07-14

BLK BLACKROCK INC1.4K shares-5.29%2026-06-302026-07-14

VIG VANGUARD SPECIALIZED FUNDS5.5K shares0.05%2026-06-302026-07-14

DCRE DOUBLELINE ETF TRUST23.5K shares-27.65%2026-06-302026-07-14

VWO VANGUARD INTL EQUITY INDEX F20.1K shares2.12%2026-06-302026-07-14

Sponsored

SLV ISHARES SILVER TR22.1K shares0.00%2026-06-302026-07-14

LRCX LAM RESEARCH CORP2.5K shares-3.53%2026-06-302026-07-14

ROP ROPER TECHNOLOGIES INC3.1K shares-22.91%2026-06-302026-07-14

SIL GLOBAL X FDS13.4K shares0.00%2026-06-302026-07-14

CNI CANADIAN NATL RY CO8.5K shares0.00%2026-06-302026-07-14

OKE ONEOK INC NEW11.4K shares3.41%2026-06-302026-07-14

BROADCOM INC BROADCOM INC2.6K shares-0.75%2026-06-302026-07-14

TC ENERGY CORP TC ENERGY CORP14.5K shares-4.11%2026-06-302026-07-14

Sponsored

COPX GLOBAL X FDS12.2K shares4.81%2026-06-302026-07-14

VIS VANGUARD WORLD FD2.6K shares0.00%2026-06-302026-07-14

HIFS HINGHAM INSTN SVGS MASS3.0K shares-5.50%2026-06-302026-07-14

SYBT STOCK YDS BANCORP INC11.8K shares0.00%2026-06-302026-07-14

AMGN AMGEN INC2.4K shares-8.60%2026-06-302026-07-14

DE DEERE & CO1.4K shares-3.05%2026-06-302026-07-14

RWL INVESCO EXCH TRADED FD TR II6.6K shares0.00%2026-06-302026-07-14

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.5K shares-0.75%2026-06-302026-07-14

Sponsored

HD HOME DEPOT INC2.2K shares-3.98%2026-06-302026-07-14

GLP GLOBAL PARTNERS LP17.0K shares9.68%2026-06-302026-07-14

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-1.08%2026-06-302026-07-14

TSLA TESLA INC1.8K shares0.00%2026-06-302026-07-14

VTV VANGUARD INDEX FDS3.4K shares0.00%2026-06-302026-07-14

BWXT BWX TECHNOLOGIES INC3.7K shares0.00%2026-06-302026-07-14

RMD RESMED INC3.7K shares-2.99%2026-06-302026-07-14

SOUTHERN CO SOUTHERN CO7.2K shares0.00%2026-06-302026-07-14

Sponsored

SUN SUNOCO LP/SUNOCO FIN CORP9.9K shares0.00%2026-06-302026-07-14

CG CARLYLE GROUP INC15.7K shares0.00%2026-06-302026-07-14

WMT WALMART INC5.8K shares0.00%2026-06-302026-07-14

XLY SELECT SECTOR SPDR TR5.5K shares0.00%2026-06-302026-07-14

ALLIANCEBERNSTEIN HLDG L P ALLIANCEBERNSTEIN HLDG L P17.5K shares20.65%2026-06-302026-07-14

XSLV INVESCO EXCH TRADED FD TR II11.7K shares0.00%2026-06-302026-07-14

REMX VANECK ETF TRUST6.8K shares2.28%2026-06-302026-07-14

AEP AMERICAN ELEC PWR CO INC4.3K shares0.00%2026-06-302026-07-14

Sponsored

IWP ISHARES TR4.0K shares0.00%2026-06-302026-07-14

PFE PFIZER INC23.6K shares-0.23%2026-06-302026-07-14

MKC MCCORMICK & CO INC11.2K shares-30.88%2026-06-302026-07-14

EPI WISDOMTREE TR13.1K shares0.00%2026-06-302026-07-14

SBCF SEACOAST BKG CORP FLA16.0K shares0.00%2026-06-302026-07-14

ORLY OREILLY AUTOMOTIVE INC5.7K shares-0.78%2026-06-302026-07-14

HONEYWELL INTL INC HONEYWELL INTL INC2.3K sharesnew addition2026-06-302026-07-14

ABT ABBOTT LABORATORIES5.7K shares-6.43%2026-06-302026-07-14

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.3K sharesnew addition2026-06-302026-07-14

DXJ WISDOMTREE TR2.9K shares0.00%2026-06-302026-07-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-6.60%2026-06-302026-07-14

SDY SPDR SERIES TRUST3.2K shares-1.55%2026-06-302026-07-14

PAA PLAINS ALL AMERN PIPELINE L21.4K shares7.53%2026-06-302026-07-14

GE GE AEROSPACE1.2K shares0.99%2026-06-302026-07-14

WFC WELLS FARGO & CO5.5K shares-9.85%2026-06-302026-07-14

ORACLE CORP ORACLE CORP3.1K shares-1.43%2026-06-302026-07-14

Sponsored

VSNT VERSANT MEDIA GROUP INC12.6K shares-0.03%2026-06-302026-07-14

STRL STERLING INFRASTRUCTURE INC535 shares-3.60%2026-06-302026-07-14

GEV GE VERNOVA INC379 shares0.26%2026-06-302026-07-14

URA GLOBAL X FDS10.1K shares1.92%2026-06-302026-07-14

QCOM QUALCOMM INC2.4K shares0.00%2026-06-302026-07-14

ESGV VANGUARD WORLD FD3.2K shares20.24%2026-06-302026-07-14

MASTERCARD INCORPORATED MASTERCARD INCORPORATED821 shares-1.20%2026-06-302026-07-14

DIS DISNEY WALT CO4.4K shares-4.10%2026-06-302026-07-14

Sponsored

BND VANGUARD BD INDEX FDS5.7K shares-4.13%2026-06-302026-07-14

COP CONOCOPHILLIPS3.9K shares0.00%2026-06-302026-07-14

AWK AMERICAN WTR WKS CO INC NEW3.1K shares0.00%2026-06-302026-07-14

EWJ ISHARES INC4.3K shares0.00%2026-06-302026-07-14

FTGC FIRST TR EXCHANGE TRAD FD VI14.7K shares-27.83%2026-06-302026-07-14

NSC NORFOLK SOUTHN CORP1.3K shares-7.22%2026-06-302026-07-14

XLE SELECT SECTOR SPDR TR7.4K shares-37.11%2026-06-302026-07-14

QQQ INVESCO QQQ TR531 shares-11.65%2026-06-302026-07-14

Sponsored

ERIC TELEFONAKTIEBOLAGET LM ERICS33.6K shares-3.53%2026-06-302026-07-14

GDXJ VANECK ETF TRUST3.8K shares36.36%2026-06-302026-07-14

FBIN FORTUNE BRANDS INNOVATIONS I6.6K shares0.00%2026-06-302026-07-14

WY WEYERHAEUSER CO15.1K shares-7.73%2026-06-302026-07-14

EEM ISHARES TR5.2K shares0.00%2026-06-302026-07-14

SILJ AMPLIFY ETF TR13.1K shares0.00%2026-06-302026-07-14

FDX FEDEX CORP1.1K shares-4.78%2026-06-302026-07-14

TJX TJX COS INC NEW2.2K shares-6.01%2026-06-302026-07-14

Sponsored

SLVP ISHARES INC10.6K shares0.00%2026-06-302026-07-14

GNR SPDR INDEX SHS FDS4.8K shares2.86%2026-06-302026-07-14

IVE ISHARES TR1.4K shares0.00%2026-06-302026-07-14

Q QNITY ELECTRONICS INC2.0K shares-0.46%2026-06-302026-07-14

RTX CORPORATION RTX CORPORATION1.7K shares0.00%2026-06-302026-07-14

MS MORGAN STANLEY1.5K shares-0.98%2026-06-302026-07-14

XME SPDR SERIES TRUST3.0K shares0.00%2026-06-302026-07-14

CISCO SYS INC CISCO SYS INC2.7K shares-11.79%2026-06-302026-07-14

Sponsored

TER TERADYNE INC650 sharesnew addition2026-06-302026-07-14

EW EDWARDS LIFESCIENCES CORP3.4K shares-3.12%2026-06-302026-07-14

SCHB SCHWAB STRATEGIC TR10.8K shares0.00%2026-06-302026-07-14

VEEV VEEVA SYS INC1.7K shares-94.10%2026-06-302026-07-14

CORTEVA INC CORTEVA INC3.5K shares0.00%2026-06-302026-07-14

LIN LINDE PLC564 shares-1.74%2026-06-302026-07-14

LGND LIGAND PHARMACEUTICALS INC911 sharesnew addition2026-06-302026-07-14

KMI KINDER MORGAN INC DEL8.8K shares-14.73%2026-06-302026-07-14

Sponsored

SUB ISHARES TR2.6K shares0.00%2026-06-302026-07-14

VTEB VANGUARD MUN BD FDS5.5K shares0.00%2026-06-302026-07-14

MPLX MPLX LP4.8K shares0.00%2026-06-302026-07-14

VZ VERIZON COMMUNICATIONS INC6.4K shares-6.26%2026-06-302026-07-14

CIBR FIRST TR EXCHANGE-TRADED FD3.0K sharesnew addition2026-06-302026-07-14

IWF ISHARES TR2.1K shares300.00%2026-06-302026-07-14

NWG NATWEST GROUP PLC14.8K shares-4.36%2026-06-302026-07-14

USFR WISDOMTREE TR5.0K shares0.00%2026-06-302026-07-14

Sponsored

INTC INTEL CORP1.8K sharesnew addition2026-06-302026-07-14

T AT&T INC12.2K shares-2.47%2026-06-302026-07-14

KNSL KINSALE CAP GROUP INC760 shares0.00%2026-06-302026-07-14

ETN EATON CORP PLC588 shares0.00%2026-06-302026-07-14

IJH ISHARES TR3.2K shares0.00%2026-06-302026-07-14

MU MICRON TECHNOLOGY INC213 sharesnew addition2026-06-302026-07-14

HR HEALTHCARE RLTY TR12.1K shares0.00%2026-06-302026-07-14

EMXC ISHARES INC2.4K sharesnew addition2026-06-302026-07-14

Sponsored

CLOZ SERIES PORTFOLIOS TR9.1K shares-36.99%2026-06-302026-07-14

CMI CUMMINS INC337 sharesnew addition2026-06-302026-07-14

3M CO 3M CO1.4K shares-6.46%2026-06-302026-07-14

AEM AGNICO EAGLE MINES LTD1.5K shares0.00%2026-06-302026-07-14

HASI HA SUSTAINABLE INFRA CAP INC6.0K shares0.00%2026-06-302026-07-14

QUAL ISHARES TR1.0K shares0.00%2026-06-302026-07-14

BHP BHP BILLITON LIMITED2.8K shares0.00%2026-06-302026-07-14

TT TRANE TECHNOLOGIES PLC466 sharesnew addition2026-06-302026-07-14

Sponsored

AXP AMERICAN EXPRESS CO664 shares-1.19%2026-06-302026-07-14

WES WESTERN MIDSTREAM PARTNERS L5.0K shares0.00%2026-06-302026-07-14

FREEPORT MCMORAN INC FREEPORT MCMORAN INC3.4K shares0.00%2026-06-302026-07-14

MDY STATE STR SPDR S&P MIDCAP 40302 sharesnew addition2026-06-302026-07-14

USB US BANCORP3.5K sharesnew addition2026-06-302026-07-14

WTM WHITE MTNS INS GROUP LTD100 shares0.00%2026-06-302026-07-14

APPLIED MATLS INC APPLIED MATLS INC286 sharesnew addition2026-06-302026-07-14

XBI SPDR SERIES TRUST1.3K sharesnew addition2026-06-302026-07-14

Sponsored

INTU INTUIT782 shares-95.55%2026-06-302026-07-14

MRVL MARVELL TECHNOLOGY INC683 sharesnew addition2026-06-302026-07-14

CM CANADIAN IMPERIAL BANK OF CO1.8K sharesnew addition2026-06-302026-07-14

GD GENERAL DYNAMICS CORP568 sharesnew addition2026-06-302026-07-14

IBB ISHARES TR1.1K sharesnew addition2026-06-302026-07-14

TFX TELEFLEX INCORPORATED1.6K shares-14.57%2026-06-302026-07-14

TDY TELEDYNE TECHNOLOGIES INC300 sharesnew addition2026-06-302026-07-14

ORLA ORLA MNG LTD NEW19.7K shares-33.65%2026-06-302026-07-14

Sponsored

LYG LLOYDS BANKING GROUP PLC23.0K shares-4.59%2026-06-302026-07-14

XAIR BEYOND AIR INC14.8K shares0.00%2026-06-302026-07-14

GOOGL

ALPHABET INC

-1.79%

Shares288.4K

Event2026-06-30

Filed2026-07-14

AAPL

APPLE INC

-0.11%

Shares351.8K

Event2026-06-30

Filed2026-07-14

NVDA

NVIDIA CORPORATION

10.34%

Shares496.8K

Event2026-06-30

Filed2026-07-14

JBND

J P MORGAN EXCHANGE TRADED F

0.06%

Shares1.5M

Event2026-06-30

Filed2026-07-14

AMZN

AMAZON COM INC

-0.02%

Shares312.5K

Event2026-06-30

Filed2026-07-14

KLAC

KLA CORP

737.35%

Shares222.3K

Event2026-06-30

Filed2026-07-14

MSFT

MICROSOFT CORP

-0.40%

Shares148.9K

Event2026-06-30

Filed2026-07-14

TIP

ISHARES TR

0.86%

Shares397.6K

Event2026-06-30

Filed2026-07-14

VISA INC

-0.84%

Shares110.9K

Event2026-06-30

Filed2026-07-14

GLD

SPDR GOLD TR

-1.54%

Shares84.7K

Event2026-06-30

Filed2026-07-14

ASML

ASML HLDG NV

-0.72%

Shares14.4K

Event2026-06-30

Filed2026-07-14

OMFL

INVESCO EXCH TRD SLF IDX FD

-6.13%

Shares412.2K

Event2026-06-30

Filed2026-07-14

JPMORGAN CHASE & CO

1.55%

Shares86.0K

Event2026-06-30

Filed2026-07-14

URI

UNITED RENTALS INC

-20.65%

Shares23.9K

Event2026-06-30

Filed2026-07-14

WASTE MGMT INC DEL

-0.77%

Shares120.1K

Event2026-06-30

Filed2026-07-14

BLACKSTONE INC

1.31%

Shares217.7K

Event2026-06-30

Filed2026-07-14

ADI

ANALOG DEVICES INC

-3.56%

Shares62.0K

Event2026-06-30

Filed2026-07-14

IBM

INTERNATIONAL BUSINESS MACHS

-1.08%

Shares81.6K

Event2026-06-30

Filed2026-07-14

IAU

ISHARES GOLD TR

2.33%

Shares301.7K

Event2026-06-30

Filed2026-07-14

COSTCO WHOLESALE CORPORATION

-0.54%

Shares24.3K

Event2026-06-30

Filed2026-07-14

NEXTERA ENERGY INC

-0.33%

Shares253.8K

Event2026-06-30

Filed2026-07-14

UNP

UNION PAC CORP

46.76%

Shares80.8K

Event2026-06-30

Filed2026-07-14

QUANTA SVCS INC

-0.12%

Shares24.3K

Event2026-06-30

Filed2026-07-14

JNJ

JOHNSON & JOHNSON

-0.57%

Shares64.4K

Event2026-06-30

Filed2026-07-14

GOOG

ALPHABET INC

-2.69%

Shares45.4K

Event2026-06-30

Filed2026-07-14

EXXON MOBIL CORP

-3.14%

Shares115.6K

Event2026-06-30

Filed2026-07-14

AJG

GALLAGHER ARTHUR J & CO

-0.81%

Shares68.4K

Event2026-06-30

Filed2026-07-14

MAR

MARRIOTT INTL INC NEW

-2.04%

Shares41.9K

Event2026-06-30

Filed2026-07-14

VGIT

VANGUARD SCOTTSDALE FDS

1.81%

Shares257.2K

Event2026-06-30

Filed2026-07-14

GRMN

GARMIN LTD

-1.51%

Shares54.0K

Event2026-06-30

Filed2026-07-14

DHR

DANAHER CORP DEL

-5.14%

Shares65.9K

Event2026-06-30

Filed2026-07-14

REG

REGENCY CTRS CORP

1.82%

Shares146.7K

Event2026-06-30

Filed2026-07-14

CVX

CHEVRON CORPORATION

-1.17%

Shares69.4K

Event2026-06-30

Filed2026-07-14

AXSM

AXSOME THERAPEUTICS INC.

4.75%

Shares44.1K

Event2026-06-30

Filed2026-07-14

ULTA BEAUTY INC

-0.74%

Shares23.6K

Event2026-06-30

Filed2026-07-14

ALPS ETF TR

-4.33%

Shares199.8K

Event2026-06-30

Filed2026-07-14

FBCG

FIDELITY COVINGTON TRUST

New

Shares158.8K

Event2026-06-30

Filed2026-07-14

CRH

CRH PLC

New

Shares87.7K

Event2026-06-30

Filed2026-07-14

IJR

ISHARES TR

0.06%

Shares63.2K

Event2026-06-30

Filed2026-07-14

MCK

MCKESSON CORP

0.22%

Shares12.1K

Event2026-06-30

Filed2026-07-14

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.52%

Shares17.3K

Event2026-06-30

Filed2026-07-14

ARES CAPITAL CORP

122.37%

Shares439.0K

Event2026-06-30

Filed2026-07-14

ISHARES TR

-1.88%

Shares10.8K

Event2026-06-30

Filed2026-07-14

BAC

BANK OF AMER CORP

-0.57%

Shares136.3K

Event2026-06-30

Filed2026-07-14

CHD

CHURCH & DWIGHT CO INC

-3.92%

Shares79.1K

Event2026-06-30

Filed2026-07-14

WAT

WATERS CORP

-5.84%

Shares20.4K

Event2026-06-30

Filed2026-07-14

DOV

DOVER CORP

0.00%

Shares34.0K

Event2026-06-30

Filed2026-07-14

SCHW

SCHWAB CHARLES CORP

-12.20%

Shares81.6K

Event2026-06-30

Filed2026-07-14

S&P GLOBAL INC

2.93%

Shares18.3K

Event2026-06-30

Filed2026-07-14

AZO

AUTOZONE INC

12.07%

Shares2.3K

Event2026-06-30

Filed2026-07-14

ESGE

ISHARES INC

1.69%

Shares130.1K

Event2026-06-30

Filed2026-07-14

OTIS

OTIS WORLDWIDE CORP

-1.95%

Shares98.2K

Event2026-06-30

Filed2026-07-14

NVCT

NUVECTIS PHARMA INC

0.90%

Shares382.0K

Event2026-06-30

Filed2026-07-14

EPD

ENTERPRISE PRODS PARTNERS L

0.66%

Shares182.9K

Event2026-06-30

Filed2026-07-14

ITW

ILLINOIS TOOL WKS INC

-7.16%

Shares23.7K

Event2026-06-30

Filed2026-07-14

PROCTER & GAMBLE CO

-7.37%

Shares40.6K

Event2026-06-30

Filed2026-07-14

PTC

PTC INC

-2.42%

Shares51.6K

Event2026-06-30

Filed2026-07-14

BASG

ADVISORS INNER CIRCLE FD III

3.44%

Shares205.8K

Event2026-06-30

Filed2026-07-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares11.1K

Event2026-06-30

Filed2026-07-14

PHILIP MORRIS INTL INC

-1.27%

Shares25.8K

Event2026-06-30

Filed2026-07-14

ENERGY TRANSFER L P

-4.57%

Shares240.7K

Event2026-06-30

Filed2026-07-14

NVS

NOVARTIS AG

-7.72%

Shares27.7K

Event2026-06-30

Filed2026-07-14

VOO

VANGUARD INDEX FDS

-5.69%

Shares6.2K

Event2026-06-30

Filed2026-07-14

TORONTO DOMINION BK ONT

0.00%

Shares34.7K

Event2026-06-30

Filed2026-07-14

TDG

TRANSDIGM GROUP INC

New

Shares3.0K

Event2026-06-30

Filed2026-07-14

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-14

AMD

ADVANCED MICRO DEVICES INC

0.31%

Shares6.1K

Event2026-06-30

Filed2026-07-14

VBR

VANGUARD INDEX FDS

-1.03%

Shares13.7K

Event2026-06-30

Filed2026-07-14

EEMX

SPDR INDEX SHS FDS

5.70%

Shares60.9K

Event2026-06-30

Filed2026-07-14

EOG

EOG RES INC

-1.05%

Shares24.8K

Event2026-06-30

Filed2026-07-14

PSF

COHEN & STEERS SELECT PFD &

-2.28%

Shares157.2K

Event2026-06-30

Filed2026-07-14

NETFLIX INC.

1297.53%

Shares39.6K

Event2026-06-30

Filed2026-07-14

TRGP

TARGA RES CORP

5.19%

Shares10.1K

Event2026-06-30

Filed2026-07-14

PAYX

PAYCHEX INC

-16.28%

Shares27.1K

Event2026-06-30

Filed2026-07-14

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

COCA COLA CO

-2.65%

Shares32.0K

Event2026-06-30

Filed2026-07-14

GBIL

GOLDMAN SACHS ETF TR

-60.15%

Shares25.8K

Event2026-06-30

Filed2026-07-14

ALTRIA GROUP INC

-23.00%

Shares35.1K

Event2026-06-30

Filed2026-07-14

META PLATFORMS INC

-12.07%

Shares4.4K

Event2026-06-30

Filed2026-07-14

BANK OF NY MELLON CORP

-1.04%

Shares16.9K

Event2026-06-30

Filed2026-07-14

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares44.1K

Event2026-06-30

Filed2026-07-14

PEP

PEPSICO INC

-12.26%

Shares16.4K

Event2026-06-30

Filed2026-07-14

FISERV INC

-21.00%

Shares42.5K

Event2026-06-30

Filed2026-07-14

MRK

MERCK & CO INC

-8.66%

Shares15.7K

Event2026-06-30

Filed2026-07-14

HCI

HCI GROUP INC

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-14

CAT

CATERPILLAR INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

ADP

AUTOMATIC DATA PROCESSING IN

-4.44%

Shares8.7K

Event2026-06-30

Filed2026-07-14

LLY

ELI LILLY & CO

-0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-14

EMR

EMERSON ELEC CO

-0.78%

Shares12.7K

Event2026-06-30

Filed2026-07-14

UBER

UBER TECHNOLOGIES INC

8.51%

Shares25.1K

Event2026-06-30

Filed2026-07-14

VANECK ETF TRUST

-0.28%

Shares23.9K

Event2026-06-30

Filed2026-07-14

ABBVIE INC

7.11%

Shares7.0K

Event2026-06-30

Filed2026-07-14

AKRE

PROFESIONALLY MANAGED PORTFO

-5.86%

Shares31.9K

Event2026-06-30

Filed2026-07-14

SYK

STRYKER CORPORATION

-9.20%

Shares5.3K

Event2026-06-30

Filed2026-07-14

PLD

PROLOGIS INC.

-3.19%

Shares11.7K

Event2026-06-30

Filed2026-07-14

FAST

FASTENAL CO

-8.82%

Shares32.6K

Event2026-06-30

Filed2026-07-14

APOLLO GLOBAL MGMT INC

12.84%

Shares13.2K

Event2026-06-30

Filed2026-07-14

IWM

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-14

ADOBE INC

-7.62%

Shares7.2K

Event2026-06-30

Filed2026-07-14

VEA

VANGUARD TAX-MANAGED FDS

-4.42%

Shares18.8K

Event2026-06-30

Filed2026-07-14

BLK

BLACKROCK INC

-5.29%

Shares1.4K

Event2026-06-30

Filed2026-07-14

VIG

VANGUARD SPECIALIZED FUNDS

0.05%

Shares5.5K

Event2026-06-30

Filed2026-07-14

DCRE

DOUBLELINE ETF TRUST

-27.65%

Shares23.5K

Event2026-06-30

Filed2026-07-14

VWO

VANGUARD INTL EQUITY INDEX F

2.12%

Shares20.1K

Event2026-06-30

Filed2026-07-14

SLV

ISHARES SILVER TR

0.00%

Shares22.1K

Event2026-06-30

Filed2026-07-14

LRCX

LAM RESEARCH CORP

-3.53%

Shares2.5K

Event2026-06-30

Filed2026-07-14

ROP

ROPER TECHNOLOGIES INC

-22.91%

Shares3.1K

Event2026-06-30

Filed2026-07-14

SIL

GLOBAL X FDS

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-14

CNI

CANADIAN NATL RY CO

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-14

OKE

ONEOK INC NEW

3.41%

Shares11.4K

Event2026-06-30

Filed2026-07-14

BROADCOM INC

-0.75%

Shares2.6K

Event2026-06-30

Filed2026-07-14

TC ENERGY CORP

-4.11%

Shares14.5K

Event2026-06-30

Filed2026-07-14

COPX

GLOBAL X FDS

4.81%

Shares12.2K

Event2026-06-30

Filed2026-07-14

VIS

VANGUARD WORLD FD

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

HIFS

HINGHAM INSTN SVGS MASS

-5.50%

Shares3.0K

Event2026-06-30

Filed2026-07-14

SYBT

STOCK YDS BANCORP INC

0.00%

Shares11.8K

Event2026-06-30

Filed2026-07-14

AMGN

AMGEN INC

-8.60%

Shares2.4K

Event2026-06-30

Filed2026-07-14

DEERE & CO

-3.05%

Shares1.4K

Event2026-06-30

Filed2026-07-14

RWL

INVESCO EXCH TRADED FD TR II

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-14

TRAVELERS COMPANIES INC

-0.75%

Shares2.5K

Event2026-06-30

Filed2026-07-14

HOME DEPOT INC

-3.98%

Shares2.2K

Event2026-06-30

Filed2026-07-14

GLP

GLOBAL PARTNERS LP

9.68%

Shares17.0K

Event2026-06-30

Filed2026-07-14

TMO

THERMO FISHER SCIENTIFIC INC

-1.08%

Shares1.6K

Event2026-06-30

Filed2026-07-14

TSLA

TESLA INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-14

VTV

VANGUARD INDEX FDS

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

BWXT

BWX TECHNOLOGIES INC

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-14

RMD

RESMED INC

-2.99%

Shares3.7K

Event2026-06-30

Filed2026-07-14

SOUTHERN CO

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-14

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-14

CARLYLE GROUP INC

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-14

WMT

WALMART INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-07-14

XLY

SELECT SECTOR SPDR TR

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-14

ALLIANCEBERNSTEIN HLDG L P

20.65%

Shares17.5K

Event2026-06-30

Filed2026-07-14

XSLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-14

REMX

VANECK ETF TRUST

2.28%

Shares6.8K

Event2026-06-30

Filed2026-07-14

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-14

IWP

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-14

PFE

PFIZER INC

-0.23%

Shares23.6K

Event2026-06-30

Filed2026-07-14

MKC

MCCORMICK & CO INC

-30.88%

Shares11.2K

Event2026-06-30

Filed2026-07-14

EPI

WISDOMTREE TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-14

SBCF

SEACOAST BKG CORP FLA

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-14

ORLY

OREILLY AUTOMOTIVE INC

-0.78%

Shares5.7K

Event2026-06-30

Filed2026-07-14

HONEYWELL INTL INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

ABT

ABBOTT LABORATORIES

-6.43%

Shares5.7K

Event2026-06-30

Filed2026-07-14

HONEYWELL AEROSPACE INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-14

DXJ

WISDOMTREE TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-14

VANGUARD INDEX FDS

-6.60%

Shares1.3K

Event2026-06-30

Filed2026-07-14

SDY

SPDR SERIES TRUST

-1.55%

Shares3.2K

Event2026-06-30

Filed2026-07-14

PAA

PLAINS ALL AMERN PIPELINE L

7.53%

Shares21.4K

Event2026-06-30

Filed2026-07-14

GE AEROSPACE

0.99%

Shares1.2K

Event2026-06-30

Filed2026-07-14

WFC

WELLS FARGO & CO

-9.85%

Shares5.5K

Event2026-06-30

Filed2026-07-14

ORACLE CORP

-1.43%

Shares3.1K

Event2026-06-30

Filed2026-07-14

VSNT

VERSANT MEDIA GROUP INC

-0.03%

Shares12.6K

Event2026-06-30

Filed2026-07-14

STRL

STERLING INFRASTRUCTURE INC

-3.60%

Shares535

Event2026-06-30

Filed2026-07-14

GEV

GE VERNOVA INC

0.26%

Shares379

Event2026-06-30

Filed2026-07-14

URA

GLOBAL X FDS

1.92%

Shares10.1K

Event2026-06-30

Filed2026-07-14

QCOM

QUALCOMM INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-14

ESGV

VANGUARD WORLD FD

20.24%

Shares3.2K

Event2026-06-30

Filed2026-07-14

MASTERCARD INCORPORATED

-1.20%

Shares821

Event2026-06-30

Filed2026-07-14

DIS

DISNEY WALT CO

-4.10%

Shares4.4K

Event2026-06-30

Filed2026-07-14

BND

VANGUARD BD INDEX FDS

-4.13%

Shares5.7K

Event2026-06-30

Filed2026-07-14

COP

CONOCOPHILLIPS

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-14

AWK

AMERICAN WTR WKS CO INC NEW

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-14

EWJ

ISHARES INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-14

FTGC

FIRST TR EXCHANGE TRAD FD VI

-27.83%

Shares14.7K

Event2026-06-30

Filed2026-07-14

NSC

NORFOLK SOUTHN CORP

-7.22%

Shares1.3K

Event2026-06-30

Filed2026-07-14

XLE

SELECT SECTOR SPDR TR

-37.11%

Shares7.4K

Event2026-06-30

Filed2026-07-14

QQQ

INVESCO QQQ TR

-11.65%

Shares531

Event2026-06-30

Filed2026-07-14

ERIC

TELEFONAKTIEBOLAGET LM ERICS

-3.53%

Shares33.6K

Event2026-06-30

Filed2026-07-14

GDXJ

VANECK ETF TRUST

36.36%

Shares3.8K

Event2026-06-30

Filed2026-07-14

FBIN

FORTUNE BRANDS INNOVATIONS I

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-14

WEYERHAEUSER CO

-7.73%

Shares15.1K

Event2026-06-30

Filed2026-07-14

EEM

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-14

SILJ

AMPLIFY ETF TR

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-14

FDX

FEDEX CORP

-4.78%

Shares1.1K

Event2026-06-30

Filed2026-07-14

TJX

TJX COS INC NEW

-6.01%

Shares2.2K

Event2026-06-30

Filed2026-07-14

SLVP

ISHARES INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-14

GNR

SPDR INDEX SHS FDS

2.86%

Shares4.8K

Event2026-06-30

Filed2026-07-14

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-14

QNITY ELECTRONICS INC

-0.46%

Shares2.0K

Event2026-06-30

Filed2026-07-14

RTX CORPORATION

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-14

MORGAN STANLEY

-0.98%

Shares1.5K

Event2026-06-30

Filed2026-07-14

XME

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-14

CISCO SYS INC

-11.79%

Shares2.7K

Event2026-06-30

Filed2026-07-14

TER

TERADYNE INC

New

Shares650

Event2026-06-30

Filed2026-07-14

EDWARDS LIFESCIENCES CORP

-3.12%

Shares3.4K

Event2026-06-30

Filed2026-07-14

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-14

VEEV

VEEVA SYS INC

-94.10%

Shares1.7K

Event2026-06-30

Filed2026-07-14

CORTEVA INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-14

LIN

LINDE PLC

-1.74%

Shares564

Event2026-06-30

Filed2026-07-14

LGND

LIGAND PHARMACEUTICALS INC

New

Shares911

Event2026-06-30

Filed2026-07-14

KMI

KINDER MORGAN INC DEL

-14.73%

Shares8.8K

Event2026-06-30

Filed2026-07-14

SUB

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-14

VTEB

VANGUARD MUN BD FDS

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-14

MPLX

MPLX LP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-14

VERIZON COMMUNICATIONS INC

-6.26%

Shares6.4K

Event2026-06-30

Filed2026-07-14

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares3.0K

Event2026-06-30

Filed2026-07-14

IWF

ISHARES TR

300.00%

Shares2.1K

Event2026-06-30

Filed2026-07-14

NWG

NATWEST GROUP PLC

-4.36%

Shares14.8K

Event2026-06-30

Filed2026-07-14

USFR

WISDOMTREE TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-14

INTC

INTEL CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-14

AT&T INC

-2.47%

Shares12.2K

Event2026-06-30

Filed2026-07-14

KNSL

KINSALE CAP GROUP INC

0.00%

Shares760

Event2026-06-30

Filed2026-07-14

ETN

EATON CORP PLC

0.00%

Shares588

Event2026-06-30

Filed2026-07-14

IJH

ISHARES TR

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-14

MICRON TECHNOLOGY INC

New

Shares213

Event2026-06-30

Filed2026-07-14

HEALTHCARE RLTY TR

0.00%

Shares12.1K

Event2026-06-30

Filed2026-07-14

EMXC

ISHARES INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-14

CLOZ

SERIES PORTFOLIOS TR

-36.99%

Shares9.1K

Event2026-06-30

Filed2026-07-14

CMI

CUMMINS INC

New

Shares337

Event2026-06-30

Filed2026-07-14

3M CO

-6.46%

Shares1.4K

Event2026-06-30

Filed2026-07-14

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-14

HASI

HA SUSTAINABLE INFRA CAP INC

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-14

QUAL

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-14

BHP

BHP BILLITON LIMITED

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-14

TRANE TECHNOLOGIES PLC

New

Shares466

Event2026-06-30

Filed2026-07-14

AXP

AMERICAN EXPRESS CO

-1.19%

Shares664

Event2026-06-30

Filed2026-07-14

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-14

FREEPORT MCMORAN INC

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-14

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares302

Event2026-06-30

Filed2026-07-14

USB

US BANCORP

New

Shares3.5K

Event2026-06-30

Filed2026-07-14

WTM

WHITE MTNS INS GROUP LTD

0.00%

Shares100

Event2026-06-30

Filed2026-07-14

APPLIED MATLS INC

New

Shares286

Event2026-06-30

Filed2026-07-14

XBI

SPDR SERIES TRUST

New

Shares1.3K

Event2026-06-30

Filed2026-07-14

INTU

INTUIT

-95.55%

Shares782

Event2026-06-30

Filed2026-07-14

MRVL

MARVELL TECHNOLOGY INC

New

Shares683

Event2026-06-30

Filed2026-07-14

CANADIAN IMPERIAL BANK OF CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-14

GENERAL DYNAMICS CORP

New

Shares568

Event2026-06-30

Filed2026-07-14

IBB

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-14

TFX

TELEFLEX INCORPORATED

-14.57%

Shares1.6K

Event2026-06-30

Filed2026-07-14

TDY

TELEDYNE TECHNOLOGIES INC

New

Shares300

Event2026-06-30

Filed2026-07-14

ORLA

ORLA MNG LTD NEW

-33.65%

Shares19.7K

Event2026-06-30

Filed2026-07-14

LYG

LLOYDS BANKING GROUP PLC

-4.59%

Shares23.0K

Event2026-06-30

Filed2026-07-14

XAIR

BEYOND AIR INC

0.00%

Shares14.8K

Event2026-06-30

Filed2026-07-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available