Sponsored

The Analysis of Kesler, Norman & Wride, LLC's Holdings & P&L

Currently, Kesler, Norman & Wride, LLC holds 271 types of securities in its portfolio with a total value $631.4M. In the most recent quarter, they have increased their positions in VGT (+75.6K shares, valued at $9.0M), IBMR (+165.9K shares, valued at $3.8M), BITW (+87.3K shares, valued at $3.3M); decreased their positions in N/A (-20.3K shares, valued at $2.4M), AMD (-3.4K shares, valued at $2.0M), LOW (-8.3K shares, valued at $1.8M); initiated new positions in IBMR (+165.9K shares, valued at $3.8M), BITW (+87.3K shares, valued at $3.3M), SNDK (+1.2K shares, valued at $2.7M).

1M P&L

-11.6M-2.21%

3M P&L

-14.8M-2.82%

HY P&L

-21.7M-4.06%

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/A116.5M

22.7%

2Semiconductors54.9M

10.7%

3Aerospace & Defense26.7M

5.2%

Top Industries by Stock Count

1N/A75 stocks

31.9%

2Software - Application8 stocks

3.4%

3Semiconductors7 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC69.7K shares1.69%2026-06-302026-07-23

KR KROGER CO264.9K shares0.00%2026-06-302026-07-23

ADI ANALOG DEVICES INC36.1K shares-4.68%2026-06-302026-07-23

MSFT MICROSOFT CORP34.9K shares-2.65%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC100.9K shares-0.44%2026-06-302026-07-23

BROADCOM INC BROADCOM INC31.2K shares-7.03%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC19.6K shares-14.72%2026-06-302026-07-23

NVDA NVIDIA CORPORATION52.2K shares-6.55%2026-06-302026-07-23

Sponsored

VGT VANGUARD WORLD FD86.4K shares702.70%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T13.4K shares0.49%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP9.8K shares0.65%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.2K shares-0.38%2026-06-302026-07-23

WMT WALMART INC83.4K shares7.88%2026-06-302026-07-23

COR CENCORA INC32.6K shares-0.53%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP25.8K shares-0.52%2026-06-302026-07-23

CHUBB LIMITED CHUBB LIMITED26.2K shares-0.70%2026-06-302026-07-23

Sponsored

TXN TEXAS INSTRS INC28.7K shares-0.38%2026-06-302026-07-23

GOOGL ALPHABET INC23.3K shares7.19%2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC28.6K shares-1.79%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC7.1K shares3.91%2026-06-302026-07-23

BLK BLACKROCK INC8.4K shares-2.95%2026-06-302026-07-23

AMGN AMGEN INC22.2K shares-0.57%2026-06-302026-07-23

IBDR ISHARES TR326.0K shares-3.73%2026-06-302026-07-23

UNP UNION PAC CORP27.6K shares-0.51%2026-06-302026-07-23

Sponsored

TAX EA SERIES TRUST228.5K shares-1.04%2026-06-302026-07-23

IBDS ISHARES TR298.2K shares-2.95%2026-06-302026-07-23

LLY ELI LILLY & CO6.0K shares16.21%2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC79.9K shares4.01%2026-06-302026-07-23

PSX PHILLIPS 6641.0K shares-0.44%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.89.6K shares-0.34%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED12.1K shares-6.13%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP12.1K shares0.49%2026-06-302026-07-23

Sponsored

EMR EMERSON ELEC CO43.0K shares0.81%2026-06-302026-07-23

FLOT ISHARES TR119.5K shares-5.03%2026-06-302026-07-23

PG PROCTER & GAMBLE CO41.2K shares0.75%2026-06-302026-07-23

APD AIR PRODUCTS AND CHEMICALS I20.3K shares0.75%2026-06-302026-07-23

ICE INTERCONTINENTAL EXCHANGE IN47.2K shares-4.91%2026-06-302026-07-23

IWLG NEW YORK LIFE INVTS ACTIVE E102.0K shares-1.62%2026-06-302026-07-23

VISA INC VISA INC16.4K shares5.95%2026-06-302026-07-23

SYK STRYKER CORPORATION17.7K shares0.23%2026-06-302026-07-23

Sponsored

LOW LOWES COS INC24.9K shares-24.89%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO15.9K shares-7.23%2026-06-302026-07-23

JKHY HENRY JACK & ASSOC INC36.9K shares1.39%2026-06-302026-07-23

ABT ABBOTT LABORATORIES55.9K shares2.90%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP34.8K shares-0.85%2026-06-302026-07-23

AMZN AMAZON COM INC19.4K shares1.57%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC7.7K shares-8.05%2026-06-302026-07-23

SYLD CAMBRIA ETF TR53.9K shares-7.06%2026-06-302026-07-23

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL8.0K shares0.96%2026-06-302026-07-23

IBMR ISHARES TR165.9K sharesnew addition2026-06-302026-07-23

QQQ INVESCO QQQ TR5.2K shares-3.08%2026-06-302026-07-23

LRCX LAM RESEARCH CORP8.2K shares6.86%2026-06-302026-07-23

FYLD CAMBRIA ETF TR96.9K shares2.97%2026-06-302026-07-23

KLAC KLA CORP11.4K shares600.43%2026-06-302026-07-23

APH AMPHENOL CORP18.9K shares-35.30%2026-06-302026-07-23

BITW BITWISE 10 CRYPTO INDEX ETF87.3K sharesnew addition2026-06-302026-07-23

Sponsored

IBDT ISHARES TR129.2K shares-5.81%2026-06-302026-07-23

FLEX FLEX LTD19.5K shares-14.05%2026-06-302026-07-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND23.7K shares4.29%2026-06-302026-07-23

DFAW DIMENSIONAL ETF TRUST34.4K shares43.91%2026-06-302026-07-23

ANET ARISTA NETWORKS INC16.2K shares-3.61%2026-06-302026-07-23

SMH VANECK ETF TRUST4.1K shares-0.19%2026-06-302026-07-23

SNDK SANDISK CORP1.2K sharesnew addition2026-06-302026-07-23

FTSM FIRST TR EXCHANGE-TRADED FD44.5K shares-9.71%2026-06-302026-07-23

Sponsored

EYLD CAMBRIA ETF TR57.9K shares5.78%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC6.0K shares-1.20%2026-06-302026-07-23

SANM SANMINA CORP9.8K shares-10.84%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON9.7K shares-17.98%2026-06-302026-07-23

ZOETIS INC ZOETIS INC34.0K shares6.68%2026-06-302026-07-23

DDIV FIRST TR EXCHANGE TRADED FD53.2K shares-8.04%2026-06-302026-07-23

VOO VANGUARD INDEX FDS3.5K shares5.85%2026-06-302026-07-23

BPOP POPULAR INC13.8K shares-1.30%2026-06-302026-07-23

Sponsored

GWW WW GRAINGER INC1.6K shares-0.42%2026-06-302026-07-23

FTNT FORTINET INC14.2K shares0.51%2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC5.3K shares-6.52%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS7.6K shares0.28%2026-06-302026-07-23

LIN LINDE PLC4.0K shares-12.25%2026-06-302026-07-23

SNX TD SYNNEX CORPORATION7.6K shares-10.90%2026-06-302026-07-23

AFL AFLAC INC17.3K shares-2.21%2026-06-302026-07-23

EA ELECTRONIC ARTS INC9.6K shares-7.85%2026-06-302026-07-23

Sponsored

HPE HEWLETT PACKARD ENTERPRISE C42.8K shares-9.19%2026-06-302026-07-23

MS MORGAN STANLEY9.1K shares-26.90%2026-06-302026-07-23

MYLD CAMBRIA ETF TR59.3K shares1.37%2026-06-302026-07-23

FTI TECHNIPFMC PLC28.3K shares-17.28%2026-06-302026-07-23

WDC WESTERN DIGITAL CORP2.9K shares46.70%2026-06-302026-07-23

O REALTY INCOME CORP30.1K shares-3.40%2026-06-302026-07-23

GLW CORNING INC7.3K shares186.39%2026-06-302026-07-23

ITW ILLINOIS TOOL WKS INC6.7K shares-10.01%2026-06-302026-07-23

Sponsored

TROW PRICE T ROWE GROUP INC15.9K shares0.61%2026-06-302026-07-23

ECL ECOLAB INC6.4K shares-0.11%2026-06-302026-07-23

NYT NEW YORK TIMES CO MTN BE25.3K shares-11.27%2026-06-302026-07-23

HD HOME DEPOT INC4.9K shares2.17%2026-06-302026-07-23

KEYS KEYSIGHT TECHNOLOGIES INC5.0K shares-16.25%2026-06-302026-07-23

RL RALPH LAUREN CORP4.3K sharesnew addition2026-06-302026-07-23

GE GE AEROSPACE4.6K shares54.12%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION8.9K shares-6.20%2026-06-302026-07-23

Sponsored

PEP PEPSICO INC12.4K shares-3.70%2026-06-302026-07-23

FRT FEDERAL RLTY INVT TR NEW13.2K shares-3.25%2026-06-302026-07-23

SOXX ISHARES TR2.5K shares46.87%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO4.6K shares0.35%2026-06-302026-07-23

CL COLGATE PALMOLIVE CO16.8K shares0.10%2026-06-302026-07-23

ADP AUTOMATIC DATA PROCESSING IN6.8K shares-0.26%2026-06-302026-07-23

CHD CHURCH & DWIGHT CO INC15.7K shares-0.25%2026-06-302026-07-23

FFIV F5 INC3.6K shares-3.47%2026-06-302026-07-23

Sponsored

DVA DAVITA INC6.6K shares-3.76%2026-06-302026-07-23

BOXX EA SERIES TRUST12.4K shares11.15%2026-06-302026-07-23

IWF ISHARES TR11.7K shares300.00%2026-06-302026-07-23

TPR TAPESTRY INC9.9K shares7.74%2026-06-302026-07-23

ATO ATMOS ENERGY CORP8.4K shares-9.37%2026-06-302026-07-23

WELL WELLTOWER INC6.3K shares73.85%2026-06-302026-07-23

L LOEWS CORP12.4K shares7.03%2026-06-302026-07-23

QTEC FIRST TR EXCHANGE-TRADED FD4.1K shares-0.34%2026-06-302026-07-23

Sponsored

BKR BAKER HUGHES COMPANY24.8K shares-11.34%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC4.5K sharesnew addition2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC2.7K shares-2.33%2026-06-302026-07-23

ABBVIE INC ABBVIE INC5.3K shares-2.76%2026-06-302026-07-23

PAYX PAYCHEX INC13.5K shares6.86%2026-06-302026-07-23

NTAP NETAPP INC8.5K shares-1.65%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC11.1K shares-64.67%2026-06-302026-07-23

ANTERO MIDSTREAM CORP ANTERO MIDSTREAM CORP56.0K shares4.11%2026-06-302026-07-23

Sponsored

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC1.6K shares-42.85%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC2.9K sharesnew addition2026-06-302026-07-23

ACIW ACI WORLDWIDE INC24.1K shares2.92%2026-06-302026-07-23

BR BROADRIDGE FINL SOLUTIONS IN8.8K shares7.45%2026-06-302026-07-23

FXL FIRST TR EXCHANGE-TRADED FD5.5K shares0.00%2026-06-302026-07-23

PHM PULTE GROUP INC8.5K shares-2.69%2026-06-302026-07-23

VRSN VERISIGN INC4.6K shares5.52%2026-06-302026-07-23

USFD US FOODS HLDG CORP11.2K shares-7.07%2026-06-302026-07-23

Sponsored

VEA VANGUARD TAX-MANAGED FDS16.0K shares5.15%2026-06-302026-07-23

IYZ ISHARES TR26.8K shares-4.54%2026-06-302026-07-23

MPC MARATHON PETE CORP4.4K shares-17.55%2026-06-302026-07-23

TJX TJX COS INC NEW7.4K shares-7.95%2026-06-302026-07-23

MEDTRONIC PLC MEDTRONIC PLC14.4K shares-0.46%2026-06-302026-07-23

MNST MONSTER BEVERAGE CORP NEW11.5K shares-5.95%2026-06-302026-07-23

EBAY EBAY INC.9.8K shares-1.00%2026-06-302026-07-23

CIEN CIENA CORP2.2K sharesnew addition2026-06-302026-07-23

Sponsored

P EVERPURE INC13.5K shares6.43%2026-06-302026-07-23

BOX INC BOX INC39.9K shares8.18%2026-06-302026-07-23

CTAS CINTAS CORP6.1K shares23.29%2026-06-302026-07-23

FXZ FIRST TR EXCHANGE-TRADED FD13.1K shares-1.40%2026-06-302026-07-23

BDC BELDEN INC8.6K shares-0.86%2026-06-302026-07-23

CAH CARDINAL HEALTH INC4.3K shares-13.07%2026-06-302026-07-23

HCA HCA HEALTHCARE INC2.6K shares-6.22%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC4.5K sharesnew addition2026-06-302026-07-23

Sponsored

OMC OMNICOM GROUP INC13.6K shares-34.44%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC4.5K sharesnew addition2026-06-302026-07-23

CAT CATERPILLAR INC909 sharesnew addition2026-06-302026-07-23

NEU NEWMARKET CORP1.2K shares-0.57%2026-06-302026-07-23

GDDY GODADDY INC10.8K shares24.28%2026-06-302026-07-23

MSI MOTOROLA SOLUTIONS INC2.2K shares0.36%2026-06-302026-07-23

SHOP SHOPIFY INC7.9K shares-6.08%2026-06-302026-07-23

MANH MANHATTAN ASSOCIATES INC6.3K shares12.93%2026-06-302026-07-23

Sponsored

YELP YELP INC36.0K shares-21.69%2026-06-302026-07-23

FXN FIRST TR EXCHANGE-TRADED FD43.5K shares0.30%2026-06-302026-07-23

VOX VANGUARD WORLD FD4.8K sharesnew addition2026-06-302026-07-23

MAR MARRIOTT INTL INC NEW2.4K sharesnew addition2026-06-302026-07-23

ORACLE CORP ORACLE CORP5.9K shares9.94%2026-06-302026-07-23

DSI ISHARES TR6.1K shares0.00%2026-06-302026-07-23

IWD ISHARES TR3.5K shares0.00%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP9.1K shares1.94%2026-06-302026-07-23

Sponsored

HIG HARTFORD INSURANCE GROUP INC6.0K shares-7.55%2026-06-302026-07-23

SGOV ISHARES TR7.8K sharesnew addition2026-06-302026-07-23

FDN FIRST TR EXCHANGE-TRADED FD2.9K shares0.00%2026-06-302026-07-23

APPLOVIN CORP APPLOVIN CORP1.5K shares-46.98%2026-06-302026-07-23

QUANTA SVCS INC QUANTA SVCS INC1.1K sharesnew addition2026-06-302026-07-23

SBUX STARBUCKS CORP7.5K shares-5.58%2026-06-302026-07-23

TDY TELEDYNE TECHNOLOGIES INC1.1K shares-22.24%2026-06-302026-07-23

BA BOEING CO3.5K shares0.26%2026-06-302026-07-23

Sponsored

IYE ISHARES TR13.2K shares36.49%2026-06-302026-07-23

VPU VANGUARD WORLD FD3.8K shares-4.06%2026-06-302026-07-23

IJR ISHARES TR5.0K shares8.55%2026-06-302026-07-23

ROST ROSS STORES INC3.4K sharesnew addition2026-06-302026-07-23

MCD MCDONALDS CORP2.7K shares25.76%2026-06-302026-07-23

SUSA ISHARES TR4.7K shares0.00%2026-06-302026-07-23

IYW ISHARES TR2.8K shares-6.99%2026-06-302026-07-23

TSLA TESLA INC1.7K shares0.41%2026-06-302026-07-23

Sponsored

IGM ISHARES TR4.3K shares-7.74%2026-06-302026-07-23

GOOG ALPHABET INC1.9K shares-0.84%2026-06-302026-07-23

VRT VERTIV HOLDINGS CO2.0K sharesnew addition2026-06-302026-07-23

WEC WEC ENERGY GROUP INC5.7K shares-0.70%2026-06-302026-07-23

BLKB BLACKBAUD INC22.1K shares22.88%2026-06-302026-07-23

FIX COMFORT SYS USA INC329 sharesnew addition2026-06-302026-07-23

MDLZ MONDELEZ INTL INC11.0K shares-20.88%2026-06-302026-07-23

CRVL CORVEL CORP10.2K shares-15.39%2026-06-302026-07-23

Sponsored

CAMBRIA ETF TR CAMBRIA ETF TR21.1K shares4.30%2026-06-302026-07-23

CTSH COGNIZANT TECHNOLOGY SOLUTIO16.3K shares7.03%2026-06-302026-07-23

OKE ONEOK INC NEW7.1K sharesnew addition2026-06-302026-07-23

IGE ISHARES TR11.0K shares0.15%2026-06-302026-07-23

NEM NEWMONT CORP6.6K shares154.83%2026-06-302026-07-23

MPWR MONOLITHIC PWR SYS INC442 sharesnew addition2026-06-302026-07-23

DOMINION ENERGY INC DOMINION ENERGY INC8.9K sharesnew addition2026-06-302026-07-23

CLOUDFLARE INC CLOUDFLARE INC2.4K sharesnew addition2026-06-302026-07-23

Sponsored

LUMENTUM HLDGS INC LUMENTUM HLDGS INC696 sharesnew addition2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC1.5K shares-41.34%2026-06-302026-07-23

BAC BANK OF AMER CORP10.1K sharesnew addition2026-06-302026-07-23

HWM HOWMET AEROSPACE INC2.1K shares7.27%2026-06-302026-07-23

FDS FACTSET RESH SYS INC2.4K shares-1.70%2026-06-302026-07-23

PGR PROGRESSIVE CORP2.5K shares-47.55%2026-06-302026-07-23

QQXT FIRST TR EXCHANGE-TRADED FD5.5K shares-3.61%2026-06-302026-07-23

IBB ISHARES TR2.8K shares3.06%2026-06-302026-07-23

Sponsored

CVLT COMMVAULT SYS INC3.6K sharesnew addition2026-06-302026-07-23

MUB ISHARES TR4.6K shares1.27%2026-06-302026-07-23

IDGT ISHARES TR4.1K sharesnew addition2026-06-302026-07-23

SCCO SOUTHERN COPPER CORP2.8K sharesnew addition2026-06-302026-07-23

PTC PTC INC4.1K shares-15.43%2026-06-302026-07-23

FIW FIRST TR EXCHANGE-TRADED FD4.2K shares-1.08%2026-06-302026-07-23

IYM ISHARES TR2.5K shares-1.60%2026-06-302026-07-23

SPEM SPDR INDEX SHS FDS8.7K shares9.53%2026-06-302026-07-23

Sponsored

IHE ISHARES TR4.5K sharesnew addition2026-06-302026-07-23

LNG CHENIERE ENERGY INC1.8K sharesnew addition2026-06-302026-07-23

ENDW EA SERIES TRUST12.9K shares28.53%2026-06-302026-07-23

VT VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-06-302026-07-23

FXO FIRST TR EXCHANGE-TRADED FD6.8K shares-3.69%2026-06-302026-07-23

WFC WELLS FARGO & CO5.0K shares0.65%2026-06-302026-07-23

IBDV ISHARES TR18.8K shares21.54%2026-06-302026-07-23

AOA ISHARES TR4.0K shares0.00%2026-06-302026-07-23

Sponsored

VZ VERIZON COMMUNICATIONS INC9.2K shares-0.03%2026-06-302026-07-23

BKNG BOOKING HOLDINGS INC2.2K shares1671.54%2026-06-302026-07-23

NJR NEW JERSEY RES CORP6.9K shares-0.35%2026-06-302026-07-23

IWV ISHARES TR900 shares0.00%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST4.3K sharesnew addition2026-06-302026-07-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.1K shares-15.17%2026-06-302026-07-23

SHY ISHARES TR4.5K shares1.92%2026-06-302026-07-23

SERVICENOW INC SERVICENOW INC3.7K shares-32.40%2026-06-302026-07-23

Sponsored

IEZ ISHARES TR13.7K sharesnew addition2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC1.4K shares-0.78%2026-06-302026-07-23

URTH ISHARES INC1.7K sharesnew addition2026-06-302026-07-23

DE DEERE & CO538 shares0.19%2026-06-302026-07-23

HPQ HP INC15.1K sharesnew addition2026-06-302026-07-23

CDNS CADENCE DESIGN SYSTEM INC862 shares-24.19%2026-06-302026-07-23

ALB ALBEMARLE CORP2.4K sharesnew addition2026-06-302026-07-23

PLAINS GP HLDGS L P PLAINS GP HLDGS L P12.8K sharesnew addition2026-06-302026-07-23

Sponsored

PPG PPG INDS INC2.5K shares-1.10%2026-06-302026-07-23

TSPY ETF OPPORTUNITIES TRUST12.0K sharesnew addition2026-06-302026-07-23

CMCSA COMCAST CORP NEW12.3K shares-7.20%2026-06-302026-07-23

PLD PROLOGIS INC.2.2K shares-46.26%2026-06-302026-07-23

SPTL SPDR SERIES TRUST11.5K shares1.86%2026-06-302026-07-23

SCHP SCHWAB STRATEGIC TR11.3K shares1.88%2026-06-302026-07-23

MELI MERCADOLIBRE INC171 shares-57.57%2026-06-302026-07-23

UHS UNIVERSAL HLTH SVCS INC1.9K shares-62.91%2026-06-302026-07-23

Sponsored

VUG VANGUARD INDEX FDS3.3K shares500.37%2026-06-302026-07-23

RSP INVESCO EXCHANGE TRADED FD T1.3K shares0.30%2026-06-302026-07-23

MAS MASCO CORP3.5K shares0.20%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC268 shares-18.79%2026-06-302026-07-23

FAN FIRST TR EXCHANGE-TRADED FD10.7K shares-0.24%2026-06-302026-07-23

IBDW ISHARES TR12.4K shares0.00%2026-06-302026-07-23

MCO MOODYS CORP568 shares-24.06%2026-06-302026-07-23

LQD ISHARES TR2.3K shares2.46%2026-06-302026-07-23

Sponsored

IGV ISHARES TR2.8K shares-51.24%2026-06-302026-07-23

BNDX VANGUARD CHARLOTTE FDS5.2K shares0.82%2026-06-302026-07-23

HYG ISHARES TR3.1K shares1.73%2026-06-302026-07-23

GILD GILEAD SCIENCES INC1.9K sharesnew addition2026-06-302026-07-23

ITA ISHARES TR986 shares-61.62%2026-06-302026-07-23

GEV GE VERNOVA INC199 sharesnew addition2026-06-302026-07-23

EPD ENTERPRISE PRODS PARTNERS L6.3K shares0.00%2026-06-302026-07-23

HYT BLACKROCK CORPOR HI YLD FD I26.8K shares-3.30%2026-06-302026-07-23

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares1.29%2026-06-302026-07-23

CBSH COMMERCE BANCSHARES INC3.9K sharesnew addition2026-06-302026-07-23

SHM SPDR SERIES TRUST4.7K shares0.00%2026-06-302026-07-23

IDA IDACORP INC1.5K sharesnew addition2026-06-302026-07-23

MBB ISHARES TR2.4K shares0.60%2026-06-302026-07-23

CME CME GROUP INC1.0K shares-24.32%2026-06-302026-07-23

COF CAPITAL ONE FINL CORP1.1K shares-17.35%2026-06-302026-07-23

VO VANGUARD INDEX FDS2.7K sharesnew addition2026-06-302026-07-23

Sponsored

CON CONCENTRA GROUP HOLDINGS PAR7.3K sharesnew addition2026-06-302026-07-23

UPS UNITED PARCEL SVCS INC1.9K sharesnew addition2026-06-302026-07-23

QMOM EA SERIES TRUST2.7K sharesnew addition2026-06-302026-07-23

SKWD SKYWARD SPECIALTY INS GROUP3.5K sharesnew addition2026-06-302026-07-23

SJM SMUCKER J M CO1.8K sharesnew addition2026-06-302026-07-23

SEM SELECT MED HLDGS CORP11.5K sharesnew addition2026-06-302026-07-23

PRPL PURPLE INNOVATION INC10.0K shares0.00%2026-06-302026-07-23

AAPL

APPLE INC

1.69%

Shares69.7K

Event2026-06-30

Filed2026-07-23

KROGER CO

0.00%

Shares264.9K

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC

-4.68%

Shares36.1K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-2.65%

Shares34.9K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

-0.44%

Shares100.9K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

-7.03%

Shares31.2K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

-14.72%

Shares19.6K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

-6.55%

Shares52.2K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

702.70%

Shares86.4K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

0.49%

Shares13.4K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

0.65%

Shares9.8K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-0.38%

Shares10.2K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

7.88%

Shares83.4K

Event2026-06-30

Filed2026-07-23

COR

CENCORA INC

-0.53%

Shares32.6K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

-0.52%

Shares25.8K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

-0.70%

Shares26.2K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

-0.38%

Shares28.7K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

7.19%

Shares23.3K

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

-1.79%

Shares28.6K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

3.91%

Shares7.1K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

-2.95%

Shares8.4K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-0.57%

Shares22.2K

Event2026-06-30

Filed2026-07-23

IBDR

ISHARES TR

-3.73%

Shares326.0K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

-0.51%

Shares27.6K

Event2026-06-30

Filed2026-07-23

TAX

EA SERIES TRUST

-1.04%

Shares228.5K

Event2026-06-30

Filed2026-07-23

IBDS

ISHARES TR

-2.95%

Shares298.2K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

16.21%

Shares6.0K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

4.01%

Shares79.9K

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

-0.44%

Shares41.0K

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

-0.34%

Shares89.6K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

-6.13%

Shares12.1K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

0.49%

Shares12.1K

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

0.81%

Shares43.0K

Event2026-06-30

Filed2026-07-23

FLOT

ISHARES TR

-5.03%

Shares119.5K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

0.75%

Shares41.2K

Event2026-06-30

Filed2026-07-23

APD

AIR PRODUCTS AND CHEMICALS I

0.75%

Shares20.3K

Event2026-06-30

Filed2026-07-23

ICE

INTERCONTINENTAL EXCHANGE IN

-4.91%

Shares47.2K

Event2026-06-30

Filed2026-07-23

IWLG

NEW YORK LIFE INVTS ACTIVE E

-1.62%

Shares102.0K

Event2026-06-30

Filed2026-07-23

VISA INC

5.95%

Shares16.4K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

0.23%

Shares17.7K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC

-24.89%

Shares24.9K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-7.23%

Shares15.9K

Event2026-06-30

Filed2026-07-23

JKHY

HENRY JACK & ASSOC INC

1.39%

Shares36.9K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

2.90%

Shares55.9K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-0.85%

Shares34.8K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

1.57%

Shares19.4K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

-8.05%

Shares7.7K

Event2026-06-30

Filed2026-07-23

SYLD

CAMBRIA ETF TR

-7.06%

Shares53.9K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.96%

Shares8.0K

Event2026-06-30

Filed2026-07-23

IBMR

ISHARES TR

New

Shares165.9K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

-3.08%

Shares5.2K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

6.86%

Shares8.2K

Event2026-06-30

Filed2026-07-23

FYLD

CAMBRIA ETF TR

2.97%

Shares96.9K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

600.43%

Shares11.4K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

-35.30%

Shares18.9K

Event2026-06-30

Filed2026-07-23

BITW

BITWISE 10 CRYPTO INDEX ETF

New

Shares87.3K

Event2026-06-30

Filed2026-07-23

IBDT

ISHARES TR

-5.81%

Shares129.2K

Event2026-06-30

Filed2026-07-23

FLEX

FLEX LTD

-14.05%

Shares19.5K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND

4.29%

Shares23.7K

Event2026-06-30

Filed2026-07-23

DFAW

DIMENSIONAL ETF TRUST

43.91%

Shares34.4K

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

-3.61%

Shares16.2K

Event2026-06-30

Filed2026-07-23

SMH

VANECK ETF TRUST

-0.19%

Shares4.1K

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-23

FTSM

FIRST TR EXCHANGE-TRADED FD

-9.71%

Shares44.5K

Event2026-06-30

Filed2026-07-23

EYLD

CAMBRIA ETF TR

5.78%

Shares57.9K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

-1.20%

Shares6.0K

Event2026-06-30

Filed2026-07-23

SANM

SANMINA CORP

-10.84%

Shares9.8K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

-17.98%

Shares9.7K

Event2026-06-30

Filed2026-07-23

ZOETIS INC

6.68%

Shares34.0K

Event2026-06-30

Filed2026-07-23

DDIV

FIRST TR EXCHANGE TRADED FD

-8.04%

Shares53.2K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

5.85%

Shares3.5K

Event2026-06-30

Filed2026-07-23

BPOP

POPULAR INC

-1.30%

Shares13.8K

Event2026-06-30

Filed2026-07-23

GWW

WW GRAINGER INC

-0.42%

Shares1.6K

Event2026-06-30

Filed2026-07-23

FTNT

FORTINET INC

0.51%

Shares14.2K

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

-6.52%

Shares5.3K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

0.28%

Shares7.6K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

-12.25%

Shares4.0K

Event2026-06-30

Filed2026-07-23

SNX

TD SYNNEX CORPORATION

-10.90%

Shares7.6K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

-2.21%

Shares17.3K

Event2026-06-30

Filed2026-07-23

ELECTRONIC ARTS INC

-7.85%

Shares9.6K

Event2026-06-30

Filed2026-07-23

HPE

HEWLETT PACKARD ENTERPRISE C

-9.19%

Shares42.8K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

-26.90%

Shares9.1K

Event2026-06-30

Filed2026-07-23

MYLD

CAMBRIA ETF TR

1.37%

Shares59.3K

Event2026-06-30

Filed2026-07-23

FTI

TECHNIPFMC PLC

-17.28%

Shares28.3K

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

46.70%

Shares2.9K

Event2026-06-30

Filed2026-07-23

REALTY INCOME CORP

-3.40%

Shares30.1K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

186.39%

Shares7.3K

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC

-10.01%

Shares6.7K

Event2026-06-30

Filed2026-07-23

TROW

PRICE T ROWE GROUP INC

0.61%

Shares15.9K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

-0.11%

Shares6.4K

Event2026-06-30

Filed2026-07-23

NYT

NEW YORK TIMES CO MTN BE

-11.27%

Shares25.3K

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

2.17%

Shares4.9K

Event2026-06-30

Filed2026-07-23

KEYS

KEYSIGHT TECHNOLOGIES INC

-16.25%

Shares5.0K

Event2026-06-30

Filed2026-07-23

RALPH LAUREN CORP

New

Shares4.3K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

54.12%

Shares4.6K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

-6.20%

Shares8.9K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

-3.70%

Shares12.4K

Event2026-06-30

Filed2026-07-23

FRT

FEDERAL RLTY INVT TR NEW

-3.25%

Shares13.2K

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES TR

46.87%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

0.35%

Shares4.6K

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

0.10%

Shares16.8K

Event2026-06-30

Filed2026-07-23

ADP

AUTOMATIC DATA PROCESSING IN

-0.26%

Shares6.8K

Event2026-06-30

Filed2026-07-23

CHD

CHURCH & DWIGHT CO INC

-0.25%

Shares15.7K

Event2026-06-30

Filed2026-07-23

FFIV

F5 INC

-3.47%

Shares3.6K

Event2026-06-30

Filed2026-07-23

DVA

DAVITA INC

-3.76%

Shares6.6K

Event2026-06-30

Filed2026-07-23

BOXX

EA SERIES TRUST

11.15%

Shares12.4K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

300.00%

Shares11.7K

Event2026-06-30

Filed2026-07-23

TPR

TAPESTRY INC

7.74%

Shares9.9K

Event2026-06-30

Filed2026-07-23

ATO

ATMOS ENERGY CORP

-9.37%

Shares8.4K

Event2026-06-30

Filed2026-07-23

WELL

WELLTOWER INC

73.85%

Shares6.3K

Event2026-06-30

Filed2026-07-23

LOEWS CORP

7.03%

Shares12.4K

Event2026-06-30

Filed2026-07-23

QTEC

FIRST TR EXCHANGE-TRADED FD

-0.34%

Shares4.1K

Event2026-06-30

Filed2026-07-23

BKR

BAKER HUGHES COMPANY

-11.34%

Shares24.8K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

-2.33%

Shares2.7K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

-2.76%

Shares5.3K

Event2026-06-30

Filed2026-07-23

PAYX

PAYCHEX INC

6.86%

Shares13.5K

Event2026-06-30

Filed2026-07-23

NTAP

NETAPP INC

-1.65%

Shares8.5K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-64.67%

Shares11.1K

Event2026-06-30

Filed2026-07-23

ANTERO MIDSTREAM CORP

4.11%

Shares56.0K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

-42.85%

Shares1.6K

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

New

Shares2.9K

Event2026-06-30

Filed2026-07-23

ACIW

ACI WORLDWIDE INC

2.92%

Shares24.1K

Event2026-06-30

Filed2026-07-23

BROADRIDGE FINL SOLUTIONS IN

7.45%

Shares8.8K

Event2026-06-30

Filed2026-07-23

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-23

PHM

PULTE GROUP INC

-2.69%

Shares8.5K

Event2026-06-30

Filed2026-07-23

VRSN

VERISIGN INC

5.52%

Shares4.6K

Event2026-06-30

Filed2026-07-23

USFD

US FOODS HLDG CORP

-7.07%

Shares11.2K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

5.15%

Shares16.0K

Event2026-06-30

Filed2026-07-23

IYZ

ISHARES TR

-4.54%

Shares26.8K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

-17.55%

Shares4.4K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

-7.95%

Shares7.4K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC

-0.46%

Shares14.4K

Event2026-06-30

Filed2026-07-23

MNST

MONSTER BEVERAGE CORP NEW

-5.95%

Shares11.5K

Event2026-06-30

Filed2026-07-23

EBAY

EBAY INC.

-1.00%

Shares9.8K

Event2026-06-30

Filed2026-07-23

CIEN

CIENA CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-23

EVERPURE INC

6.43%

Shares13.5K

Event2026-06-30

Filed2026-07-23

BOX INC

8.18%

Shares39.9K

Event2026-06-30

Filed2026-07-23

CTAS

CINTAS CORP

23.29%

Shares6.1K

Event2026-06-30

Filed2026-07-23

FXZ

FIRST TR EXCHANGE-TRADED FD

-1.40%

Shares13.1K

Event2026-06-30

Filed2026-07-23

BDC

BELDEN INC

-0.86%

Shares8.6K

Event2026-06-30

Filed2026-07-23

CAH

CARDINAL HEALTH INC

-13.07%

Shares4.3K

Event2026-06-30

Filed2026-07-23

HCA

HCA HEALTHCARE INC

-6.22%

Shares2.6K

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-23

OMC

OMNICOM GROUP INC

-34.44%

Shares13.6K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares4.5K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

New

Shares909

Event2026-06-30

Filed2026-07-23

NEU

NEWMARKET CORP

-0.57%

Shares1.2K

Event2026-06-30

Filed2026-07-23

GDDY

GODADDY INC

24.28%

Shares10.8K

Event2026-06-30

Filed2026-07-23

MSI

MOTOROLA SOLUTIONS INC

0.36%

Shares2.2K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

-6.08%

Shares7.9K

Event2026-06-30

Filed2026-07-23

MANH

MANHATTAN ASSOCIATES INC

12.93%

Shares6.3K

Event2026-06-30

Filed2026-07-23

YELP

YELP INC

-21.69%

Shares36.0K

Event2026-06-30

Filed2026-07-23

FXN

FIRST TR EXCHANGE-TRADED FD

0.30%

Shares43.5K

Event2026-06-30

Filed2026-07-23

VOX

VANGUARD WORLD FD

New

Shares4.8K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

ORACLE CORP

9.94%

Shares5.9K

Event2026-06-30

Filed2026-07-23

DSI

ISHARES TR

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

1.94%

Shares9.1K

Event2026-06-30

Filed2026-07-23

HIG

HARTFORD INSURANCE GROUP INC

-7.55%

Shares6.0K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

New

Shares7.8K

Event2026-06-30

Filed2026-07-23

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

APPLOVIN CORP

-46.98%

Shares1.5K

Event2026-06-30

Filed2026-07-23

QUANTA SVCS INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-5.58%

Shares7.5K

Event2026-06-30

Filed2026-07-23

TDY

TELEDYNE TECHNOLOGIES INC

-22.24%

Shares1.1K

Event2026-06-30

Filed2026-07-23

BOEING CO

0.26%

Shares3.5K

Event2026-06-30

Filed2026-07-23

IYE

ISHARES TR

36.49%

Shares13.2K

Event2026-06-30

Filed2026-07-23

VPU

VANGUARD WORLD FD

-4.06%

Shares3.8K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

8.55%

Shares5.0K

Event2026-06-30

Filed2026-07-23

ROST

ROSS STORES INC

New

Shares3.4K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

25.76%

Shares2.7K

Event2026-06-30

Filed2026-07-23

SUSA

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

-6.99%

Shares2.8K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

0.41%

Shares1.7K

Event2026-06-30

Filed2026-07-23

IGM

ISHARES TR

-7.74%

Shares4.3K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-0.84%

Shares1.9K

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC

-0.70%

Shares5.7K

Event2026-06-30

Filed2026-07-23

BLKB

BLACKBAUD INC

22.88%

Shares22.1K

Event2026-06-30

Filed2026-07-23

FIX

COMFORT SYS USA INC

New

Shares329

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC

-20.88%

Shares11.0K

Event2026-06-30

Filed2026-07-23

CRVL

CORVEL CORP

-15.39%

Shares10.2K

Event2026-06-30

Filed2026-07-23

CAMBRIA ETF TR

4.30%

Shares21.1K

Event2026-06-30

Filed2026-07-23

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

7.03%

Shares16.3K

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

New

Shares7.1K

Event2026-06-30

Filed2026-07-23

IGE

ISHARES TR

0.15%

Shares11.0K

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

154.83%

Shares6.6K

Event2026-06-30

Filed2026-07-23

MPWR

MONOLITHIC PWR SYS INC

New

Shares442

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

New

Shares8.9K

Event2026-06-30

Filed2026-07-23

CLOUDFLARE INC

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

LUMENTUM HLDGS INC

New

Shares696

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

-41.34%

Shares1.5K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

New

Shares10.1K

Event2026-06-30

Filed2026-07-23

HWM

HOWMET AEROSPACE INC

7.27%

Shares2.1K

Event2026-06-30

Filed2026-07-23

FDS

FACTSET RESH SYS INC

-1.70%

Shares2.4K

Event2026-06-30

Filed2026-07-23

PGR

PROGRESSIVE CORP

-47.55%

Shares2.5K

Event2026-06-30

Filed2026-07-23

QQXT

FIRST TR EXCHANGE-TRADED FD

-3.61%

Shares5.5K

Event2026-06-30

Filed2026-07-23

IBB

ISHARES TR

3.06%

Shares2.8K

Event2026-06-30

Filed2026-07-23

CVLT

COMMVAULT SYS INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

1.27%

Shares4.6K

Event2026-06-30

Filed2026-07-23

IDGT

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-23

SCCO

SOUTHERN COPPER CORP

New

Shares2.8K

Event2026-06-30

Filed2026-07-23

PTC

PTC INC

-15.43%

Shares4.1K

Event2026-06-30

Filed2026-07-23

FIW

FIRST TR EXCHANGE-TRADED FD

-1.08%

Shares4.2K

Event2026-06-30

Filed2026-07-23

IYM

ISHARES TR

-1.60%

Shares2.5K

Event2026-06-30

Filed2026-07-23

SPEM

SPDR INDEX SHS FDS

9.53%

Shares8.7K

Event2026-06-30

Filed2026-07-23

IHE

ISHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-07-23

LNG

CHENIERE ENERGY INC

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

ENDW

EA SERIES TRUST

28.53%

Shares12.9K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

FXO

FIRST TR EXCHANGE-TRADED FD

-3.69%

Shares6.8K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

0.65%

Shares5.0K

Event2026-06-30

Filed2026-07-23

IBDV

ISHARES TR

21.54%

Shares18.8K

Event2026-06-30

Filed2026-07-23

AOA

ISHARES TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

-0.03%

Shares9.2K

Event2026-06-30

Filed2026-07-23

BKNG

BOOKING HOLDINGS INC

1671.54%

Shares2.2K

Event2026-06-30

Filed2026-07-23

NJR

NEW JERSEY RES CORP

-0.35%

Shares6.9K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES TR

0.00%

Shares900

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-23

APOLLO GLOBAL MGMT INC

-15.17%

Shares3.1K

Event2026-06-30

Filed2026-07-23

SHY

ISHARES TR

1.92%

Shares4.5K

Event2026-06-30

Filed2026-07-23

SERVICENOW INC

-32.40%

Shares3.7K

Event2026-06-30

Filed2026-07-23

IEZ

ISHARES TR

New

Shares13.7K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

-0.78%

Shares1.4K

Event2026-06-30

Filed2026-07-23

URTH

ISHARES INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

DEERE & CO

0.19%

Shares538

Event2026-06-30

Filed2026-07-23

HPQ

HP INC

New

Shares15.1K

Event2026-06-30

Filed2026-07-23

CDNS

CADENCE DESIGN SYSTEM INC

-24.19%

Shares862

Event2026-06-30

Filed2026-07-23

ALB

ALBEMARLE CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-23

PLAINS GP HLDGS L P

New

Shares12.8K

Event2026-06-30

Filed2026-07-23

PPG

PPG INDS INC

-1.10%

Shares2.5K

Event2026-06-30

Filed2026-07-23

TSPY

ETF OPPORTUNITIES TRUST

New

Shares12.0K

Event2026-06-30

Filed2026-07-23

CMCSA

COMCAST CORP NEW

-7.20%

Shares12.3K

Event2026-06-30

Filed2026-07-23

PLD

PROLOGIS INC.

-46.26%

Shares2.2K

Event2026-06-30

Filed2026-07-23

SPTL

SPDR SERIES TRUST

1.86%

Shares11.5K

Event2026-06-30

Filed2026-07-23

SCHP

SCHWAB STRATEGIC TR

1.88%

Shares11.3K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

-57.57%

Shares171

Event2026-06-30

Filed2026-07-23

UHS

UNIVERSAL HLTH SVCS INC

-62.91%

Shares1.9K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

500.37%

Shares3.3K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

0.30%

Shares1.3K

Event2026-06-30

Filed2026-07-23

MAS

MASCO CORP

0.20%

Shares3.5K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

-18.79%

Shares268

Event2026-06-30

Filed2026-07-23

FAN

FIRST TR EXCHANGE-TRADED FD

-0.24%

Shares10.7K

Event2026-06-30

Filed2026-07-23

IBDW

ISHARES TR

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

-24.06%

Shares568

Event2026-06-30

Filed2026-07-23

LQD

ISHARES TR

2.46%

Shares2.3K

Event2026-06-30

Filed2026-07-23

IGV

ISHARES TR

-51.24%

Shares2.8K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

0.82%

Shares5.2K

Event2026-06-30

Filed2026-07-23

HYG

ISHARES TR

1.73%

Shares3.1K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

ITA

ISHARES TR

-61.62%

Shares986

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

New

Shares199

Event2026-06-30

Filed2026-07-23

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-23

HYT

BLACKROCK CORPOR HI YLD FD I

-3.30%

Shares26.8K

Event2026-06-30

Filed2026-07-23

FTCS

FIRST TR EXCHANGE-TRADED FD

1.29%

Shares2.4K

Event2026-06-30

Filed2026-07-23

CBSH

COMMERCE BANCSHARES INC

New

Shares3.9K

Event2026-06-30

Filed2026-07-23

SHM

SPDR SERIES TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-23

IDA

IDACORP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-23

MBB

ISHARES TR

0.60%

Shares2.4K

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

-24.32%

Shares1.0K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINL CORP

-17.35%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

CON

CONCENTRA GROUP HOLDINGS PAR

New

Shares7.3K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

New

Shares1.9K

Event2026-06-30

Filed2026-07-23

QMOM

EA SERIES TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-23

SKWD

SKYWARD SPECIALTY INS GROUP

New

Shares3.5K

Event2026-06-30

Filed2026-07-23

SJM

SMUCKER J M CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-23

SEM

SELECT MED HLDGS CORP

New

Shares11.5K

Event2026-06-30

Filed2026-07-23

PRPL

PURPLE INNOVATION INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available