Sponsored

The Analysis of Boston Trust Walden Corp's Holdings & P&L

Currently, Boston Trust Walden Corp holds 396 types of securities in its portfolio with a total value $13.1B. In the most recent quarter, they have increased their positions in KLAC (+331.3K shares, valued at $100.0M), MTD (+42.7K shares, valued at $54.5M), LII (+74.7K shares, valued at $42.8M); decreased their positions in COO (-862.9K shares, valued at $61.9M), MKC (-909.8K shares, valued at $45.9M), N/A (-415.5K shares, valued at $39.3M); initiated new positions in LII (+74.7K shares, valued at $42.8M), BCPC (+191.4K shares, valued at $32.3M), WST (+81.2K shares, valued at $29.2M).

1M P&L

-175.9M-1.56%

3M P&L

+140.1M+1.27%

HY P&L

+655.9M+6.26%

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

1Software - Infrastructure733.1M

6.6%

2Specialty Industrial Machinery675.3M

6.1%

3Internet Content & Information552.5M

5.0%

Top Industries by Stock Count

1N/A46 stocks

13.1%

2Specialty Industrial Machinery15 stocks

4.3%

3Banks - Regional13 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC1.5M shares-2.55%2026-06-302026-07-24

MSFT MICROSOFT CORP961.3K shares-0.81%2026-06-302026-07-24

GOOGL ALPHABET INC-A812.4K shares-5.45%2026-06-302026-07-24

GOOG ALPHABET INC-CL C742.1K shares-4.03%2026-06-302026-07-24

NVDA NVIDIA CORP1.3M shares14.54%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO726.5K shares-1.78%2026-06-302026-07-24

APPLIED MATERIALS, INC. APPLIED MATERIALS, INC.231.1K shares-18.79%2026-06-302026-07-24

DCI DONALDSON CO INC1.8M shares-2.83%2026-06-302026-07-24

Sponsored

HUBB HUBBELL INC316.3K shares-3.57%2026-06-302026-07-24

ATR APTARGROUP INC1.3M shares-3.39%2026-06-302026-07-24

VISA INC VISA INC466.6K shares-2.02%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON580.8K shares-2.23%2026-06-302026-07-24

APPLIED INDUSTRIAL TECH INC APPLIED INDUSTRIAL TECH INC427.3K shares-2.75%2026-06-302026-07-24

WTS WATTS WATER TECHNOLOGIES-A369.0K shares-2.65%2026-06-302026-07-24

CINF CINCINNATI FINANCIAL CORP737.3K shares-2.45%2026-06-302026-07-24

LFUS LITTELFUSE INC298.3K shares2.38%2026-06-302026-07-24

Sponsored

QLYS QUALYS INC984.9K shares-2.52%2026-06-302026-07-24

CISCO SYSTEMS INC CISCO SYSTEMS INC1.1M shares-9.73%2026-06-302026-07-24

GMED GLOBUS MEDICAL INC-A1.6M shares25.38%2026-06-302026-07-24

CBSH COMMERCE BANCSHARES INC2.1M shares9.30%2026-06-302026-07-24

CFR CULLEN/FROST BANKERS INC732.3K shares-24.33%2026-06-302026-07-24

KLAC KLA-TENCOR CORPORATION370.1K shares853.28%2026-06-302026-07-24

BMI BADGER METER INC729.0K shares37.50%2026-06-302026-07-24

MTD METTLER-TOLEDO INTERNATIONAL84.4K shares102.38%2026-06-302026-07-24

Sponsored

JAZZ PHARMACEUTICALS PLC JAZZ PHARMACEUTICALS PLC443.1K shares-9.32%2026-06-302026-07-24

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP110.8K shares-1.77%2026-06-302026-07-24

ACUITY INC ACUITY INC270.6K shares7.09%2026-06-302026-07-24

CHUBB LTD CHUBB LTD298.4K shares-2.29%2026-06-302026-07-24

IBOC INTERNATIONAL BANCSHARES CRP1.3M shares20.13%2026-06-302026-07-24

CHH CHOICE HOTELS INTL INC898.9K shares-3.42%2026-06-302026-07-24

CVCO CAVCO INDUSTRIES INC155.7K shares11.40%2026-06-302026-07-24

NTAP NETAPP INC615.1K shares-2.59%2026-06-302026-07-24

Sponsored

WTRG ESSENTIAL UTILS INC2.5M shares-0.72%2026-06-302026-07-24

DE DEERE & CO148.6K shares-4.38%2026-06-302026-07-24

CHE CHEMED CORP201.3K shares-1.91%2026-06-302026-07-24

STAG STAG INDUSTRIAL INC2.4M shares-4.29%2026-06-302026-07-24

SYK STRYKER CORP293.6K shares4.85%2026-06-302026-07-24

SFM SPROUTS FARMERS MARKET INC1.1M shares5.82%2026-06-302026-07-24

ROST ROSS STORES INC426.7K shares-11.41%2026-06-302026-07-24

ATEN A10 NETWORKS INC2.4M shares11.21%2026-06-302026-07-24

Sponsored

ADP AUTOMATIC DATA PROCESSING401.3K shares-1.94%2026-06-302026-07-24

SNA SNAP ON INC222.7K shares-1.47%2026-06-302026-07-24

UFPT UFP TECHNOLOGIES INC336.3K shares6.06%2026-06-302026-07-24

IEX IDEX CORP COM390.2K shares-13.81%2026-06-302026-07-24

NDSN NORDSON CORPORATION293.4K shares-2.78%2026-06-302026-07-24

SEIC SEI INVESTMENTS COMPANY991.3K shares-4.66%2026-06-302026-07-24

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC1.1M shares59.38%2026-06-302026-07-24

MEDP MEDPACE HOLDINGS INC155.5K shares10.60%2026-06-302026-07-24

Sponsored

UNP UNION PACIFIC CORP298.7K shares-3.64%2026-06-302026-07-24

JLL JONES LANG LASALLE INC261.6K shares-2.56%2026-06-302026-07-24

OGS ONE GAS INC1.0M shares-3.76%2026-06-302026-07-24

ANTERO MIDSTREAM CORP ANTERO MIDSTREAM CORP3.5M shares0.57%2026-06-302026-07-24

LECO LINCOLN ELECTRIC HOLDINGS295.6K shares-3.35%2026-06-302026-07-24

ALLEGION PLC ALLEGION PLC555.5K shares-1.99%2026-06-302026-07-24

BJ BJ'S WHOLESALE CLUB HOLDINGS882.9K shares-3.23%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO224.5K shares-0.93%2026-06-302026-07-24

Sponsored

POWI POWER INTEGRATIONS INC882.5K shares52.78%2026-06-302026-07-24

FFIV F5 INC177.4K shares0.04%2026-06-302026-07-24

EXPD EXPEDITORS INTL WASH INC442.1K shares-2.30%2026-06-302026-07-24

AFG AMERICAN FINANCIAL GROUP INC509.8K shares-3.02%2026-06-302026-07-24

GWW WW GRAINGER INC52.2K shares-2.80%2026-06-302026-07-24

IDA IDACORP INC467.4K shares-2.55%2026-06-302026-07-24

PEP PEPSICO INC514.1K shares-0.77%2026-06-302026-07-24

VLTO VERALTO CORP778.7K shares155.52%2026-06-302026-07-24

Sponsored

RPM RPM INTERNATIONAL INC613.5K shares-2.70%2026-06-302026-07-24

ACLS AXCELIS TECHNOLOGIES INC359.3K shares-5.09%2026-06-302026-07-24

SYY SYSCO CORP806.1K shares-8.50%2026-06-302026-07-24

CRL CHARLES RIVER LABORATORIES INT288.9K shares1.22%2026-06-302026-07-24

WSM WILLIAMS-SONOMA INC275.2K shares18.97%2026-06-302026-07-24

STE STERIS PLC300.4K shares-2.40%2026-06-302026-07-24

UNITED HEALTH GROUP INC UNITED HEALTH GROUP INC151.9K shares-1.10%2026-06-302026-07-24

PLXS PLEXUS CORP208.0K shares-29.84%2026-06-302026-07-24

Sponsored

TXRH TEXAS ROADHOUSE INC316.6K shares37.14%2026-06-302026-07-24

MGY MAGNOLIA OIL & GAS CORP2.4M shares-26.12%2026-06-302026-07-24

PG PROCTER & GAMBLE CO/THE407.2K shares-0.68%2026-06-302026-07-24

VMI VALMONT INDUSTRIES101.9K shares8.71%2026-06-302026-07-24

ON SEMICONDUCTOR CORPORATION ON SEMICONDUCTOR CORPORATION622.6K shares-40.03%2026-06-302026-07-24

DT DYNATRACE INC1.3M shares16.73%2026-06-302026-07-24

MRK MERCK & CO INC NEW447.1K shares-1.35%2026-06-302026-07-24

TEL TE CONNECTIVITY LTD282.3K shares-0.44%2026-06-302026-07-24

Sponsored

AMZN AMAZON.COM INC236.6K shares0.53%2026-06-302026-07-24

FDS FACTSET RESH SYS INC242.4K shares-5.22%2026-06-302026-07-24

CBOE CBOE HOLDINGS INC228.9K shares-2.62%2026-06-302026-07-24

NTRS NORTHERN TRUST CORPORATION313.9K shares-23.91%2026-06-302026-07-24

BALL BALL CORP870.8K shares32.04%2026-06-302026-07-24

EWBC EAST WEST BANCORP INC418.3K shares-17.93%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC95.1K shares-1.15%2026-06-302026-07-24

LSTR LANDSTAR SYSTEM INC255.4K shares-5.09%2026-06-302026-07-24

Sponsored

AZO AUTOZONE INC16.5K shares-0.56%2026-06-302026-07-24

AVY AVERY DENNISON CORP314.5K shares-2.86%2026-06-302026-07-24

ITW ILLINOIS TOOL WORKS186.4K shares-1.02%2026-06-302026-07-24

NYT NEW YORK TIMES CO CL A711.3K shares-4.42%2026-06-302026-07-24

CPT CAMDEN PROPERTY TRUST434.5K shares-1.74%2026-06-302026-07-24

MSM MSC INDUSTRIAL DIRECT CO-A415.4K shares-14.61%2026-06-302026-07-24

MAS MASCO CORP COM602.9K shares-15.51%2026-06-302026-07-24

LAMR LAMAR ADVERTISING CO-A312.8K shares0.15%2026-06-302026-07-24

Sponsored

JKHY JACK HENRY & ASSOCIATES INC353.7K shares-2.91%2026-06-302026-07-24

ATO ATMOS ENERGY CORP281.4K shares-13.38%2026-06-302026-07-24

ORACLE CORP ORACLE CORP327.3K shares-8.40%2026-06-302026-07-24

ACCENTURE PLC-CL A ACCENTURE PLC-CL A384.1K shares-4.24%2026-06-302026-07-24

SCI SERVICE CORP INTERNATIONAL613.5K shares1.78%2026-06-302026-07-24

GPC GENUINE PARTS CO390.2K shares-2.85%2026-06-302026-07-24

LOW LOWES COS INC205.6K shares-2.51%2026-06-302026-07-24

MS MORGAN STANLEY215.3K shares3.16%2026-06-302026-07-24

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC518.1K shares-9.57%2026-06-302026-07-24

HAEMONETICS CORP/MASS HAEMONETICS CORP/MASS585.1K shares16.59%2026-06-302026-07-24

FTNT FORTINET INC280.6K shares-26.07%2026-06-302026-07-24

ES EVERSOURCE ENERGY594.7K shares-7.98%2026-06-302026-07-24

LII LENNOX INTL INC74.7K sharesnew addition2026-06-302026-07-24

FELE FRANKLIN ELECTRIC CO INC397.2K shares-4.52%2026-06-302026-07-24

PSMT PRICESMART INC216.1K shares-5.32%2026-06-302026-07-24

WHD CACTUS INC CL A810.6K shares-13.62%2026-06-302026-07-24

Sponsored

BROADCOM LTD BROADCOM LTD107.9K shares338.58%2026-06-302026-07-24

BLD TOPBUILD CORP114.9K shares-0.04%2026-06-302026-07-24

CNS COHEN & STEERS INC534.5K shares-4.28%2026-06-302026-07-24

BKNG BOOKING HLDGS INC223.5K shares2291.44%2026-06-302026-07-24

EVR EVERCORE PARTNERS INC-CL A115.8K shares88.91%2026-06-302026-07-24

CUBE CUBESMART984.2K shares0.33%2026-06-302026-07-24

SIGI SELECTIVE INS GROUP INC403.4K shares-5.20%2026-06-302026-07-24

SLGN SILGAN HOLDINGS INC839.5K shares-8.14%2026-06-302026-07-24

Sponsored

PAYC PAYCOM SOFTWARE INC306.5K shares-11.41%2026-06-302026-07-24

VOO VANGUARD S&P 500 ETF55.9K shares1.43%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL CL76.6K shares-0.02%2026-06-302026-07-24

CORT CORCEPT THERAPEUTICS INC440.3K shares-4.83%2026-06-302026-07-24

VSGX VANGUARD ESG INTL STOCK ETF460.3K shares15.82%2026-06-302026-07-24

IBP INSTALLED BLDG PRODS INC163.6K shares-5.37%2026-06-302026-07-24

SXT SENSIENT TECHNOLOGIES CORP COM302.4K shares-5.12%2026-06-302026-07-24

CVLT COMMVAULT SYSTEMS INC262.1K shares-2.92%2026-06-302026-07-24

Sponsored

CPK CHESAPEAKE UTILITIES CORP302.7K shares-5.05%2026-06-302026-07-24

AOS SMITH (A.O.) CORP588.0K shares-44.05%2026-06-302026-07-24

WAT WATERS CORP98.2K shares-6.95%2026-06-302026-07-24

ATMU ATMUS FILTRATION TECHNOLOGIES709.8K shares-5.44%2026-06-302026-07-24

CWST CASELLA WASTE SYS INC372.6K shares-3.15%2026-06-302026-07-24

ADI ANALOG DEVICES INC90.4K shares-32.23%2026-06-302026-07-24

UPS UNITED PARCEL SERVICE-CL B331.5K shares-3.28%2026-06-302026-07-24

MTDR MATADOR RESOURCES CO706.0K shares0.90%2026-06-302026-07-24

Sponsored

QCOM QUALCOMM INC185.1K shares-6.95%2026-06-302026-07-24

LIN LINDE PLC64.4K shares2.01%2026-06-302026-07-24

MMSI MERIT MEDICAL SYSTEMS INC472.9K shares70.58%2026-06-302026-07-24

TTC TORO CO335.9K shares-4.78%2026-06-302026-07-24

BIO BIO RAD LABS INC111.2K shares18.90%2026-06-302026-07-24

BCPC BALCHEM CORP191.4K sharesnew addition2026-06-302026-07-24

PIPR PIPER SANDLER COMPANIES437.0K shares163.88%2026-06-302026-07-24

SRCE 1ST SOURCE CORP386.7K shares19.34%2026-06-302026-07-24

Sponsored

BLK BLACKROCK, INC.32.5K shares-2.97%2026-06-302026-07-24

CATY CATHAY GENRAL BANCORP500.1K shares-4.90%2026-06-302026-07-24

DHI D R HORTON INC185.1K shares-8.43%2026-06-302026-07-24

ETN EATON CORPORATION70.6K shares20.01%2026-06-302026-07-24

AMGN AMGEN INC.82.8K shares-2.04%2026-06-302026-07-24

TMO THERMO FISHER SCIENTIFIC INC59.5K shares-0.52%2026-06-302026-07-24

DIS DISNEY (WALT) CO307.7K shares49.88%2026-06-302026-07-24

THG HANOVER INSURANCE GROUP INC138.2K shares-1.96%2026-06-302026-07-24

Sponsored

WST WEST PHARMACEUTICAL SERVICES81.2K sharesnew addition2026-06-302026-07-24

FCPT FOUR CORNERS PPTY TR INC COM1.2M shares-4.25%2026-06-302026-07-24

PBH PRESTIGE CONSMR HEALTHCARE INC609.9K shares-5.19%2026-06-302026-07-24

LRCX LAM RESEARCH CORPORATION66.4K shares2.27%2026-06-302026-07-24

BDX BECTON DICKINSON AND CO186.8K shares-2.49%2026-06-302026-07-24

UMBF UMB FINANCIAL CORP197.9K shares-4.86%2026-06-302026-07-24

APD AIR PRODUCTS & CHEMICALS INC92.3K shares-3.65%2026-06-302026-07-24

GDDY GODADDY INC317.2K shares-15.95%2026-06-302026-07-24

Sponsored

NETFLIX INC NETFLIX INC374.9K shares1.30%2026-06-302026-07-24

COP CONOCOPHILLIPS255.9K shares-2.47%2026-06-302026-07-24

USPH U.S. PHYSICAL THERAPY INC381.1K shares-4.74%2026-06-302026-07-24

CRVL CORVEL CORP415.0K shares-4.60%2026-06-302026-07-24

HRB BLOCK H & R INC673.8K shares-24.74%2026-06-302026-07-24

AGILENT TECHNOLOGIES, INC. AGILENT TECHNOLOGIES, INC.187.7K shares-2.95%2026-06-302026-07-24

COLM COLUMBIA SPORTSWEAR CO399.3K shares-5.15%2026-06-302026-07-24

TRNO TERRENO RLTY CORP373.7K shares-4.60%2026-06-302026-07-24

Sponsored

SMPL SIMPLY GOOD FOODS CO1.8M shares-50.82%2026-06-302026-07-24

EW EDWARDS LIFESCIENCES CORP257.2K shares-9.09%2026-06-302026-07-24

PCTY PAYLOCITY HOLDING CORP218.7K shares-3.37%2026-06-302026-07-24

ESAB ESAB CORPORATION231.3K shares-3.46%2026-06-302026-07-24

DLB DOLBY LABORATORIES INC-CL A432.6K shares-3.77%2026-06-302026-07-24

WASTE MGMT INC WASTE MGMT INC99.5K shares1.05%2026-06-302026-07-24

COO COOPER COS INC/THE296.7K shares-74.41%2026-06-302026-07-24

WEC WEC ENERGY GROUP INC COM178.3K shares-8.64%2026-06-302026-07-24

Sponsored

CL COLGATE-PALMOLIVE CO218.5K shares36.30%2026-06-302026-07-24

AAMI ACADIAN ASSET MANAGEMENT INC268.7K shares-4.58%2026-06-302026-07-24

DFIN DONNELLEY FINL SOLUTIONS INC449.2K shares-3.84%2026-06-302026-07-24

OII OCEANEERING INTL INC464.8K shares-10.52%2026-06-302026-07-24

MMC MARSH INC111.3K shares-43.59%2026-06-302026-07-24

LKFN LAKELAND FINANCIAL CORP293.9K shares-3.31%2026-06-302026-07-24

ADOBE INC ADOBE INC87.1K shares-1.76%2026-06-302026-07-24

NKE NIKE INC -CL B433.2K shares0.02%2026-06-302026-07-24

Sponsored

EOG EOG RES INC135.8K shares-10.82%2026-06-302026-07-24

UTL UNITIL CORP322.9K shares-5.08%2026-06-302026-07-24

CVX CHEVRON CORP102.5K shares-3.66%2026-06-302026-07-24

APH AMPHENOL CORP-CL A95.0K shares1777.53%2026-06-302026-07-24

PNC PNC FINANCIAL SERVICES GROUP65.0K shares-3.02%2026-06-302026-07-24

CHD CHURCH & DWIGHT INC163.3K shares-10.24%2026-06-302026-07-24

SBUX STARBUCKS CORP154.8K shares-2.41%2026-06-302026-07-24

NXP SEMICONDUCTORS NV NXP SEMICONDUCTORS NV55.7K sharesnew addition2026-06-302026-07-24

Sponsored

TJX TJX COMPANIES, INC.95.6K shares-1.50%2026-06-302026-07-24

MCD MCDONALD'S CORPORATION50.0K shares-0.78%2026-06-302026-07-24

MZTI MARZETTI COMPANY116.2K shares-50.05%2026-06-302026-07-24

EXLS EXLSERVICE HOLDINGS INC493.8K shares-45.39%2026-06-302026-07-24

TROW T ROWE PRICE GROUP INC110.0K shares-4.18%2026-06-302026-07-24

PAYX PAYCHEX INC123.4K shares-17.54%2026-06-302026-07-24

TER TERADYNE INC24.5K shares-31.43%2026-06-302026-07-24

HD HOME DEPOT, INC.32.4K shares-4.09%2026-06-302026-07-24

Sponsored

ORLY O REILLY AUTOMOTIVE INC NEW122.7K shares-0.02%2026-06-302026-07-24

USB US BANCORP180.2K shares10.40%2026-06-302026-07-24

AWK AMERICAN WATER WORKS CO INC80.1K shares11.06%2026-06-302026-07-24

KEYS KEYSIGHT TECHNOLOGIES IN29.3K shares31.74%2026-06-302026-07-24

SLB SLB LIMITED219.9K shares-12.44%2026-06-302026-07-24

PKG PACKAGING CORP OF AMERICA39.5K shares-5.73%2026-06-302026-07-24

MSCI MSCI INC16.7K shares-17.95%2026-06-302026-07-24

VANGUARD TOTAL STOCK MARKET IN VANGUARD TOTAL STOCK MARKET IN24.4K shares4.14%2026-06-302026-07-24

Sponsored

CMI CUMMINS INC12.0K shares-0.04%2026-06-302026-07-24

EMR EMERSON ELECTRIC CO57.5K shares-0.09%2026-06-302026-07-24

DHR DANAHER CORP42.8K shares-1.65%2026-06-302026-07-24

AME AMETEK INC NEW33.6K shares-19.91%2026-06-302026-07-24

IEMG ISHARE CORE MSCI EMERGING MARK97.8K shares-3.35%2026-06-302026-07-24

ZOETIS INC ZOETIS INC109.4K shares-10.54%2026-06-302026-07-24

CNM CORE & MAIN INC158.3K shares-18.07%2026-06-302026-07-24

MKC MCCORMICK & CO INC150.5K shares-85.80%2026-06-302026-07-24

Sponsored

VRSK VERISK ANALYTICS INC-CLASS A42.1K shares-17.86%2026-06-302026-07-24

AVB AVALONBAY COMMUNITIES INC39.5K shares-13.75%2026-06-302026-07-24

IWM ISHARES DJ RUSSELL 2000 TR ETF22.4K shares-62.92%2026-06-302026-07-24

ABBVIE INC ABBVIE INC26.1K shares1.29%2026-06-302026-07-24

DGX QUEST DIAGNOSTICS INC30.4K shares0.12%2026-06-302026-07-24

ABT ABBOTT LABS COM69.7K shares-0.76%2026-06-302026-07-24

VO VANGUARD MID-CAP ETF69.0K shares324.57%2026-06-302026-07-24

BRO BROWN & BROWN INC COM85.9K shares-17.51%2026-06-302026-07-24

Sponsored

IDEXX LABS INC IDEXX LABS INC10.3K shares-2.91%2026-06-302026-07-24

HSY THE HERSHEY COMPANY30.6K shares0.62%2026-06-302026-07-24

ISRG INTUITIVE SURGICAL INC13.0K shares-5.38%2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS119.9K shares0.98%2026-06-302026-07-24

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF6.6K shares4.88%2026-06-302026-07-24

ULTA SALON COSMETIC & FRAGRANC ULTA SALON COSMETIC & FRAGRANC9.9K shares-18.15%2026-06-302026-07-24

HTO H2O AMERICA73.6K shares-11.05%2026-06-302026-07-24

BR BROADRIDGE FINANCIAL SOLUTIO31.5K shares-21.22%2026-06-302026-07-24

Sponsored

ECL ECOLAB INC15.4K shares-0.03%2026-06-302026-07-24

VEA VANGUARD FTSE DEVELOPED ETF59.7K shares11.76%2026-06-302026-07-24

LLY LILLY (ELI) & CO3.3K shares3.58%2026-06-302026-07-24

TSLA TESLA MOTORS INC9.4K shares-2.34%2026-06-302026-07-24

VEEV VEEVA SYSTEMS INC-CLASS A21.9K shares-19.50%2026-06-302026-07-24

CME CME GROUP INC.17.4K shares14.52%2026-06-302026-07-24

ACI ALBERTSONS COS INC262.6K shares0.00%2026-06-302026-07-24

IWD ISHARES TR RUS 1000 VAL ETF14.6K shares0.00%2026-06-302026-07-24

Sponsored

LMT LOCKHEED MARTIN CORP6.7K shares-24.92%2026-06-302026-07-24

MCO MOODYS CORP7.1K shares-0.28%2026-06-302026-07-24

MASTERCARD INC MASTERCARD INC6.1K shares0.00%2026-06-302026-07-24

INTC INTEL CORP21.6K shares0.15%2026-06-302026-07-24

KO COCA-COLA CO.36.2K shares-1.50%2026-06-302026-07-24

BAC BANK OF AMERICA CORPORATION48.9K shares0.23%2026-06-302026-07-24

PYPL PAYPAL HOLDINGS INC64.2K shares-1.31%2026-06-302026-07-24

DOX AMDOCS LTD ORD54.6K shares-91.50%2026-06-302026-07-24

Sponsored

BKR BAKER HUGHES COMPANY CL A49.5K shares-4.46%2026-06-302026-07-24

DSI ISHARES MSCI KLD 400 SOCIAL19.0K shares0.00%2026-06-302026-07-24

NEXTERA ENERGY INC NEXTERA ENERGY INC30.7K shares0.00%2026-06-302026-07-24

RY ROYAL BANK OF CANADA12.8K shares-14.45%2026-06-302026-07-24

VV VANGUARD INDEX FDS LARGE CAP E7.6K shares0.00%2026-06-302026-07-24

3M CO 3M CO15.6K shares0.00%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD TR11.8K shares36.90%2026-06-302026-07-24

IWR ISHARES TR RUSSELL MIDCAP22.3K shares12.87%2026-06-302026-07-24

Sponsored

ISHARES S&P 500 INDEX FUND ISHARES S&P 500 INDEX FUND3.3K shares0.00%2026-06-302026-07-24

CMCSA COMCAST CORP NEW CL A98.3K shares-77.31%2026-06-302026-07-24

ASML ASML HOLDING NV ADR1.2K shares81.53%2026-06-302026-07-24

IJR ISHARES CORE S&P SMALLCAP ETF15.4K shares83.43%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC-CL A3 shares0.00%2026-06-302026-07-24

MEDTRONIC INC MEDTRONIC INC23.1K shares-1.09%2026-06-302026-07-24

PH PARKER HANNIFIN CORP1.8K shares0.00%2026-06-302026-07-24

MTB M & T BANK CORP7.1K shares0.00%2026-06-302026-07-24

Sponsored

FIX COMFORT SYSTEMS USA INC850 shares0.00%2026-06-302026-07-24

VUG VANGUARD GROWTH ETF19.2K shares500.00%2026-06-302026-07-24

NSC NORFOLK SOUTHERN CORP5.3K shares0.00%2026-06-302026-07-24

CTSH COGNIZANT TECHNOLOGY SOLUTIONS42.4K shares-1.50%2026-06-302026-07-24

PFE PFIZER, INC.67.0K shares-2.00%2026-06-302026-07-24

GE GE AEROSPACE4.1K shares-1.21%2026-06-302026-07-24

HONEYWELL INTERNATIONAL INC. HONEYWELL INTERNATIONAL INC.6.6K sharesnew addition2026-06-302026-07-24

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC6.6K sharesnew addition2026-06-302026-07-24

Sponsored

VWO VANGUARD FTSE EMERGING MARKETS22.9K shares0.00%2026-06-302026-07-24

ED CONSOLIDATED EDISON INC11.8K shares-0.84%2026-06-302026-07-24

CMG CHIPOTLE MEXICAN GRILL INC38.4K shares0.00%2026-06-302026-07-24

STT STATE STREET CORP7.5K shares-0.98%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC3.0K shares-12.04%2026-06-302026-07-24

RTX CORP RTX CORP6.4K shares-1.62%2026-06-302026-07-24

CHTR CHARTER COMMUNICATIONS INC-A8.5K shares-58.92%2026-06-302026-07-24

XLK TECHNOLOGY SELECT SECT SPDR6.3K shares-0.47%2026-06-302026-07-24

Sponsored

GS GOLDMAN SACHS GROUP INC1.2K shares0.00%2026-06-302026-07-24

BN BROOKFIELD CORP CL A28.1K shares200.52%2026-06-302026-07-24

GEV GE VERNOVA INC994 shares0.10%2026-06-302026-07-24

WFC WELLS FARGO & COMPANY14.1K shares-2.76%2026-06-302026-07-24

AMCOR PLC AMCOR PLC26.7K shares0.00%2026-06-302026-07-24

CAT CATERPILLAR INC.1.1K shares-3.89%2026-06-302026-07-24

ITOT ISHARES CORE S&P TOTAL US STOC7.0K shares-4.53%2026-06-302026-07-24

PSX PHILLIPS 666.8K shares-0.36%2026-06-302026-07-24

Sponsored

CHKP CHECK POINT SOFTWARE TECH LTOR8.7K shares-97.00%2026-06-302026-07-24

MCK MCKESSON CORP1.5K shares0.20%2026-06-302026-07-24

IWB ISHARES RUSSELL 10002.7K shares0.00%2026-06-302026-07-24

VIG VANGUARD DIVIDEND APPREC ETF4.5K shares0.85%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORPORATION9.3K shares0.00%2026-06-302026-07-24

WMT WAL-MART STORES INC8.5K shares-4.89%2026-06-302026-07-24

TXN TEXAS INSTRUMENTS INC3.2K shares0.00%2026-06-302026-07-24

TGT TARGET CORP7.2K shares-1.51%2026-06-302026-07-24

Sponsored

TRAVELERS COS INC TRAVELERS COS INC2.8K shares0.00%2026-06-302026-07-24

IBM INTL BUSINESS MACHINES CORP3.3K shares0.00%2026-06-302026-07-24

XYL XYLEM INC7.7K shares2.79%2026-06-302026-07-24

OMC OMNICOM GROUP12.5K shares-6.78%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC2.0K shares0.00%2026-06-302026-07-24

WAB WABTEC CORP3.2K shares0.00%2026-06-302026-07-24

DFAC DIMENSIONAL US CORE EQUITY 2 E19.2K shares0.00%2026-06-302026-07-24

BF.A BROWN FORMAN CORP CL A30.1K shares-0.99%2026-06-302026-07-24

Sponsored

CSX CSX CORP17.3K shares0.00%2026-06-302026-07-24

QUAL ISHARE EDGE MSCI USA QUALITY F3.6K shares-0.03%2026-06-302026-07-24

NOC NORTHROP GRUMMAN CORP1.5K shares0.26%2026-06-302026-07-24

SNDK SANDISK CORP333 shares0.00%2026-06-302026-07-24

QQQ INVESCO QQQ ETF1.0K shares11.44%2026-06-302026-07-24

REGN REGENERON PHARMACEUTICALS INC1.2K shares0.00%2026-06-302026-07-24

LHX L3HARRIS TECHNOLOGIES INC2.6K shares0.00%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC2.2K shares0.47%2026-06-302026-07-24

Sponsored

SAP SAP AG4.7K shares-0.15%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB COMPANY12.2K shares-3.80%2026-06-302026-07-24

CBT CABOT CORP7.7K shares0.00%2026-06-302026-07-24

IWV ISHARES RUSSELL 3000 ETF1.6K shares0.00%2026-06-302026-07-24

GIS GENERAL MILLS INC19.4K shares-3.74%2026-06-302026-07-24

CVS CVS HEALTH CORPORATION6.5K shares-2.27%2026-06-302026-07-24

CSL CARLISLE COMPANIES INCORPORATE1.8K shares51.08%2026-06-302026-07-24

MICROCHIP TECHNOLOGY INC MICROCHIP TECHNOLOGY INC7.1K shares0.00%2026-06-302026-07-24

Sponsored

WDC WESTERN DIGITAL CORP1.0K shares0.00%2026-06-302026-07-24

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF6.6K shares-3.92%2026-06-302026-07-24

VEU VANGUARD FTSE ALL WORLD EX-US7.6K shares0.00%2026-06-302026-07-24

HCA HCA HOLDINGS INC1.6K shares0.00%2026-06-302026-07-24

TD TORONTO DOMINION BK ONT4.9K shares-9.26%2026-06-302026-07-24

SCHW SCHWAB (CHARLES) CORP6.4K shares0.00%2026-06-302026-07-24

NVO NOVO-NORDISK AS ADR - B12.1K shares0.46%2026-06-302026-07-24

GM GENERAL MOTORS CO7.4K shares0.00%2026-06-302026-07-24

Sponsored

BK THE BANK OF NEW YORK MELLON CO3.8K shares0.00%2026-06-302026-07-24

KKR KKR & CO INC6.0K sharesnew addition2026-06-302026-07-24

SCHF SCHWAB INTL EQUITY ETF19.6K shares0.00%2026-06-302026-07-24

CTAS CINTAS CORPORATION3.1K shares0.00%2026-06-302026-07-24

TT TRANE TECHNOLOGIES PLC1.1K shares-2.32%2026-06-302026-07-24

DG DOLLAR GENERAL CORP4.5K shares-12.57%2026-06-302026-07-24

IQV IQVIA HLDGS INC2.6K shares0.00%2026-06-302026-07-24

PLD PROLOGIES INC3.6K shares0.00%2026-06-302026-07-24

Sponsored

VGT VANGUARD INFO TECH ETF4.1K shares700.00%2026-06-302026-07-24

UL UNILEVER PLC-SPONSORED ADR8.1K shares1.32%2026-06-302026-07-24

VCSH VANGUARD S/T CORP BOND ETF6.1K shares20.25%2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO1.4K shares0.00%2026-06-302026-07-24

ALV AUTOLIV INC4.0K shares0.00%2026-06-302026-07-24

DEO DIAGEO PLC ADR5.8K shares-16.14%2026-06-302026-07-24

SHM SPDR NUVEEN ICE SHORT TERM MUN9.8K shares-1.69%2026-06-302026-07-24

VYM VANGUARD HIGH DIVIDEND YIELD E2.9K shares0.00%2026-06-302026-07-24

Sponsored

SUB ISHARES SHORT-TERM NATIONAL MU4.3K shares0.00%2026-06-302026-07-24

IJH ISHARES S&P MIDCAP 4005.8K shares4.81%2026-06-302026-07-24

VNQ VANGUARD REAL ESTATE ETF4.5K shares0.00%2026-06-302026-07-24

HIG HARTFORD INSURANCE GROUP INC3.2K shares0.00%2026-06-302026-07-24

IDCC INTERDIGITAL INC1.5K shares-98.12%2026-06-302026-07-24

VT VANGUARD TOTAL WORLD STOCK ETF2.6K shares-46.70%2026-06-302026-07-24

VCEB VANGUARD ESG US CORPORATE BOND6.4K shares0.00%2026-06-302026-07-24

CRM SALESFORCE INC2.6K shares-13.50%2026-06-302026-07-24

Sponsored

BF.B BROWN FORMAN CORP CL B14.4K shares-3.07%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC3.9K shares-0.77%2026-06-302026-07-24

LRGF ISHARES MSCI USA MULTIFACTOR E5.0K shares0.00%2026-06-302026-07-24

DUK DUKE ENERGY CORP3.0K shares0.00%2026-06-302026-07-24

JEF JEFFERIES FINL GROUP INC7.5K shares0.00%2026-06-302026-07-24

GLW CORNING INC1.4K sharesnew addition2026-06-302026-07-24

MDLZ MONDELEZ INTERNATIONAL-W/I6.4K shares-18.06%2026-06-302026-07-24

BEN FRANKLIN RES INC11.0K shares0.00%2026-06-302026-07-24

Sponsored

CARR CARRIER GLOBAL CORPORATION4.6K shares0.00%2026-06-302026-07-24

BSX BOSTON SCIENTIFIC CORPORATION7.8K shares0.00%2026-06-302026-07-24

IWF ISHARES RUSSELL 1000 GROWTH FD2.6K shares355.30%2026-06-302026-07-24

SNPS SYNOPSYS INC715 shares-3.77%2026-06-302026-07-24

TTWO TAKE-TWO INTERACTIVE SOFTWRE1.3K sharesnew addition2026-06-302026-07-24

BIP BROOKFIELD INFRASTRUCTURE PART8.4K shares0.00%2026-06-302026-07-24

INTU INTUIT INC1.2K shares-63.29%2026-06-302026-07-24

FAST FASTENAL CO6.3K shares0.00%2026-06-302026-07-24

Sponsored

MDY SPDR S&P MIDCAP 400 ETF TRUST420 shares-34.88%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP5.2K shares0.00%2026-06-302026-07-24

PPG PPG INDUSTRIES2.4K shares0.00%2026-06-302026-07-24

SJM SMUCKER J M CO2.6K shares0.00%2026-06-302026-07-24

VCIT VANGUARD I/T CORPORATE BOND ET3.5K shares30.22%2026-06-302026-07-24

T AT & T INC13.9K shares0.00%2026-06-302026-07-24

ITT ITT CORP1.4K shares0.00%2026-06-302026-07-24

ALL ALLSTATE CORP1.1K shares0.00%2026-06-302026-07-24

Sponsored

XEL XCEL ENERGY INC3.3K shares0.00%2026-06-302026-07-24

USMV ISHARES MSCI USA MIN VOL2.8K shares0.00%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC.538 sharesnew addition2026-06-302026-07-24

VB VANGUARD SMALL CAP VIPERS FUND856 shares0.00%2026-06-302026-07-24

ADVANCED DRAIN SYS INC DEL ADVANCED DRAIN SYS INC DEL1.6K shares0.00%2026-06-302026-07-24

UNFI UNITED NATURAL FOODS INC5.4K shares0.00%2026-06-302026-07-24

VRTX VERTEX PHARMACEUTICALS INC485 shares0.00%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE1.9K shares0.75%2026-06-302026-07-24

Sponsored

XT ISHARES EXPONENTIAL TECHNOLOGI2.7K sharesnew addition2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR ADR460 sharesnew addition2026-06-302026-07-24

CNI CANADIAN NATL RAILWAY CO1.8K sharesnew addition2026-06-302026-07-24

ENSG ENSIGN GROUP INC/THE1.4K shares0.00%2026-06-302026-07-24

VPL VANGUARD MSCI PACIFIC ETF1.9K sharesnew addition2026-06-302026-07-24

NZAC SPDR MSCI ACWI CLIMATE PARIS A4.6K sharesnew addition2026-06-302026-07-24

MLM MARTIN MARIETTA MATERIALS363 shares0.00%2026-06-302026-07-24

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-24

Sponsored

TFC TRUIST FINL CORP4.0K sharesnew addition2026-06-302026-07-24

SOLS SOLSTICE ADVANCED MATLS INC2.3K shares-15.01%2026-06-302026-07-24

SUSA ISHARES TR USA ESG SLCT ETF1.3K sharesnew addition2026-06-302026-07-24

VFC V F CORP11.7K shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

-2.55%

Shares1.5M

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-0.81%

Shares961.3K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC-A

-5.45%

Shares812.4K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC-CL C

-4.03%

Shares742.1K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORP

14.54%

Shares1.3M

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-1.78%

Shares726.5K

Event2026-06-30

Filed2026-07-24

APPLIED MATERIALS, INC.

-18.79%

Shares231.1K

Event2026-06-30

Filed2026-07-24

DCI

DONALDSON CO INC

-2.83%

Shares1.8M

Event2026-06-30

Filed2026-07-24

HUBB

HUBBELL INC

-3.57%

Shares316.3K

Event2026-06-30

Filed2026-07-24

ATR

APTARGROUP INC

-3.39%

Shares1.3M

Event2026-06-30

Filed2026-07-24

VISA INC

-2.02%

Shares466.6K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-2.23%

Shares580.8K

Event2026-06-30

Filed2026-07-24

APPLIED INDUSTRIAL TECH INC

-2.75%

Shares427.3K

Event2026-06-30

Filed2026-07-24

WTS

WATTS WATER TECHNOLOGIES-A

-2.65%

Shares369.0K

Event2026-06-30

Filed2026-07-24

CINF

CINCINNATI FINANCIAL CORP

-2.45%

Shares737.3K

Event2026-06-30

Filed2026-07-24

LFUS

LITTELFUSE INC

2.38%

Shares298.3K

Event2026-06-30

Filed2026-07-24

QLYS

QUALYS INC

-2.52%

Shares984.9K

Event2026-06-30

Filed2026-07-24

CISCO SYSTEMS INC

-9.73%

Shares1.1M

Event2026-06-30

Filed2026-07-24

GMED

GLOBUS MEDICAL INC-A

25.38%

Shares1.6M

Event2026-06-30

Filed2026-07-24

CBSH

COMMERCE BANCSHARES INC

9.30%

Shares2.1M

Event2026-06-30

Filed2026-07-24

CFR

CULLEN/FROST BANKERS INC

-24.33%

Shares732.3K

Event2026-06-30

Filed2026-07-24

KLAC

KLA-TENCOR CORPORATION

853.28%

Shares370.1K

Event2026-06-30

Filed2026-07-24

BMI

BADGER METER INC

37.50%

Shares729.0K

Event2026-06-30

Filed2026-07-24

MTD

METTLER-TOLEDO INTERNATIONAL

102.38%

Shares84.4K

Event2026-06-30

Filed2026-07-24

JAZZ PHARMACEUTICALS PLC

-9.32%

Shares443.1K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORP

-1.77%

Shares110.8K

Event2026-06-30

Filed2026-07-24

ACUITY INC

7.09%

Shares270.6K

Event2026-06-30

Filed2026-07-24

CHUBB LTD

-2.29%

Shares298.4K

Event2026-06-30

Filed2026-07-24

IBOC

INTERNATIONAL BANCSHARES CRP

20.13%

Shares1.3M

Event2026-06-30

Filed2026-07-24

CHH

CHOICE HOTELS INTL INC

-3.42%

Shares898.9K

Event2026-06-30

Filed2026-07-24

CVCO

CAVCO INDUSTRIES INC

11.40%

Shares155.7K

Event2026-06-30

Filed2026-07-24

NTAP

NETAPP INC

-2.59%

Shares615.1K

Event2026-06-30

Filed2026-07-24

WTRG

ESSENTIAL UTILS INC

-0.72%

Shares2.5M

Event2026-06-30

Filed2026-07-24

DEERE & CO

-4.38%

Shares148.6K

Event2026-06-30

Filed2026-07-24

CHE

CHEMED CORP

-1.91%

Shares201.3K

Event2026-06-30

Filed2026-07-24

STAG

STAG INDUSTRIAL INC

-4.29%

Shares2.4M

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORP

4.85%

Shares293.6K

Event2026-06-30

Filed2026-07-24

SFM

SPROUTS FARMERS MARKET INC

5.82%

Shares1.1M

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC

-11.41%

Shares426.7K

Event2026-06-30

Filed2026-07-24

ATEN

A10 NETWORKS INC

11.21%

Shares2.4M

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING

-1.94%

Shares401.3K

Event2026-06-30

Filed2026-07-24

SNA

SNAP ON INC

-1.47%

Shares222.7K

Event2026-06-30

Filed2026-07-24

UFPT

UFP TECHNOLOGIES INC

6.06%

Shares336.3K

Event2026-06-30

Filed2026-07-24

IEX

IDEX CORP COM

-13.81%

Shares390.2K

Event2026-06-30

Filed2026-07-24

NDSN

NORDSON CORPORATION

-2.78%

Shares293.4K

Event2026-06-30

Filed2026-07-24

SEIC

SEI INVESTMENTS COMPANY

-4.66%

Shares991.3K

Event2026-06-30

Filed2026-07-24

HALOZYME THERAPEUTICS INC

59.38%

Shares1.1M

Event2026-06-30

Filed2026-07-24

MEDP

MEDPACE HOLDINGS INC

10.60%

Shares155.5K

Event2026-06-30

Filed2026-07-24

UNP

UNION PACIFIC CORP

-3.64%

Shares298.7K

Event2026-06-30

Filed2026-07-24

JLL

JONES LANG LASALLE INC

-2.56%

Shares261.6K

Event2026-06-30

Filed2026-07-24

OGS

ONE GAS INC

-3.76%

Shares1.0M

Event2026-06-30

Filed2026-07-24

ANTERO MIDSTREAM CORP

0.57%

Shares3.5M

Event2026-06-30

Filed2026-07-24

LECO

LINCOLN ELECTRIC HOLDINGS

-3.35%

Shares295.6K

Event2026-06-30

Filed2026-07-24

ALLEGION PLC

-1.99%

Shares555.5K

Event2026-06-30

Filed2026-07-24

BJ'S WHOLESALE CLUB HOLDINGS

-3.23%

Shares882.9K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

-0.93%

Shares224.5K

Event2026-06-30

Filed2026-07-24

POWI

POWER INTEGRATIONS INC

52.78%

Shares882.5K

Event2026-06-30

Filed2026-07-24

FFIV

F5 INC

0.04%

Shares177.4K

Event2026-06-30

Filed2026-07-24

EXPD

EXPEDITORS INTL WASH INC

-2.30%

Shares442.1K

Event2026-06-30

Filed2026-07-24

AFG

AMERICAN FINANCIAL GROUP INC

-3.02%

Shares509.8K

Event2026-06-30

Filed2026-07-24

GWW

WW GRAINGER INC

-2.80%

Shares52.2K

Event2026-06-30

Filed2026-07-24

IDA

IDACORP INC

-2.55%

Shares467.4K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-0.77%

Shares514.1K

Event2026-06-30

Filed2026-07-24

VLTO

VERALTO CORP

155.52%

Shares778.7K

Event2026-06-30

Filed2026-07-24

RPM

RPM INTERNATIONAL INC

-2.70%

Shares613.5K

Event2026-06-30

Filed2026-07-24

ACLS

AXCELIS TECHNOLOGIES INC

-5.09%

Shares359.3K

Event2026-06-30

Filed2026-07-24

SYY

SYSCO CORP

-8.50%

Shares806.1K

Event2026-06-30

Filed2026-07-24

CRL

CHARLES RIVER LABORATORIES INT

1.22%

Shares288.9K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS-SONOMA INC

18.97%

Shares275.2K

Event2026-06-30

Filed2026-07-24

STE

STERIS PLC

-2.40%

Shares300.4K

Event2026-06-30

Filed2026-07-24

UNITED HEALTH GROUP INC

-1.10%

Shares151.9K

Event2026-06-30

Filed2026-07-24

PLXS

PLEXUS CORP

-29.84%

Shares208.0K

Event2026-06-30

Filed2026-07-24

TXRH

TEXAS ROADHOUSE INC

37.14%

Shares316.6K

Event2026-06-30

Filed2026-07-24

MGY

MAGNOLIA OIL & GAS CORP

-26.12%

Shares2.4M

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO/THE

-0.68%

Shares407.2K

Event2026-06-30

Filed2026-07-24

VMI

VALMONT INDUSTRIES

8.71%

Shares101.9K

Event2026-06-30

Filed2026-07-24

ON SEMICONDUCTOR CORPORATION

-40.03%

Shares622.6K

Event2026-06-30

Filed2026-07-24

DYNATRACE INC

16.73%

Shares1.3M

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC NEW

-1.35%

Shares447.1K

Event2026-06-30

Filed2026-07-24

TEL

TE CONNECTIVITY LTD

-0.44%

Shares282.3K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON.COM INC

0.53%

Shares236.6K

Event2026-06-30

Filed2026-07-24

FDS

FACTSET RESH SYS INC

-5.22%

Shares242.4K

Event2026-06-30

Filed2026-07-24

CBOE

CBOE HOLDINGS INC

-2.62%

Shares228.9K

Event2026-06-30

Filed2026-07-24

NTRS

NORTHERN TRUST CORPORATION

-23.91%

Shares313.9K

Event2026-06-30

Filed2026-07-24

BALL

BALL CORP

32.04%

Shares870.8K

Event2026-06-30

Filed2026-07-24

EWBC

EAST WEST BANCORP INC

-17.93%

Shares418.3K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

-1.15%

Shares95.1K

Event2026-06-30

Filed2026-07-24

LSTR

LANDSTAR SYSTEM INC

-5.09%

Shares255.4K

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC

-0.56%

Shares16.5K

Event2026-06-30

Filed2026-07-24

AVY

AVERY DENNISON CORP

-2.86%

Shares314.5K

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WORKS

-1.02%

Shares186.4K

Event2026-06-30

Filed2026-07-24

NYT

NEW YORK TIMES CO CL A

-4.42%

Shares711.3K

Event2026-06-30

Filed2026-07-24

CPT

CAMDEN PROPERTY TRUST

-1.74%

Shares434.5K

Event2026-06-30

Filed2026-07-24

MSM

MSC INDUSTRIAL DIRECT CO-A

-14.61%

Shares415.4K

Event2026-06-30

Filed2026-07-24

MAS

MASCO CORP COM

-15.51%

Shares602.9K

Event2026-06-30

Filed2026-07-24

LAMR

LAMAR ADVERTISING CO-A

0.15%

Shares312.8K

Event2026-06-30

Filed2026-07-24

JKHY

JACK HENRY & ASSOCIATES INC

-2.91%

Shares353.7K

Event2026-06-30

Filed2026-07-24

ATO

ATMOS ENERGY CORP

-13.38%

Shares281.4K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

-8.40%

Shares327.3K

Event2026-06-30

Filed2026-07-24

ACCENTURE PLC-CL A

-4.24%

Shares384.1K

Event2026-06-30

Filed2026-07-24

SCI

SERVICE CORP INTERNATIONAL

1.78%

Shares613.5K

Event2026-06-30

Filed2026-07-24

GPC

GENUINE PARTS CO

-2.85%

Shares390.2K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-2.51%

Shares205.6K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

3.16%

Shares215.3K

Event2026-06-30

Filed2026-07-24

ZBH

ZIMMER BIOMET HOLDINGS INC

-9.57%

Shares518.1K

Event2026-06-30

Filed2026-07-24

HAEMONETICS CORP/MASS

16.59%

Shares585.1K

Event2026-06-30

Filed2026-07-24

FTNT

FORTINET INC

-26.07%

Shares280.6K

Event2026-06-30

Filed2026-07-24

EVERSOURCE ENERGY

-7.98%

Shares594.7K

Event2026-06-30

Filed2026-07-24

LII

LENNOX INTL INC

New

Shares74.7K

Event2026-06-30

Filed2026-07-24

FELE

FRANKLIN ELECTRIC CO INC

-4.52%

Shares397.2K

Event2026-06-30

Filed2026-07-24

PSMT

PRICESMART INC

-5.32%

Shares216.1K

Event2026-06-30

Filed2026-07-24

WHD

CACTUS INC CL A

-13.62%

Shares810.6K

Event2026-06-30

Filed2026-07-24

BROADCOM LTD

338.58%

Shares107.9K

Event2026-06-30

Filed2026-07-24

BLD

TOPBUILD CORP

-0.04%

Shares114.9K

Event2026-06-30

Filed2026-07-24

CNS

COHEN & STEERS INC

-4.28%

Shares534.5K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HLDGS INC

2291.44%

Shares223.5K

Event2026-06-30

Filed2026-07-24

EVR

EVERCORE PARTNERS INC-CL A

88.91%

Shares115.8K

Event2026-06-30

Filed2026-07-24

CUBE

CUBESMART

0.33%

Shares984.2K

Event2026-06-30

Filed2026-07-24

SIGI

SELECTIVE INS GROUP INC

-5.20%

Shares403.4K

Event2026-06-30

Filed2026-07-24

SLGN

SILGAN HOLDINGS INC

-8.14%

Shares839.5K

Event2026-06-30

Filed2026-07-24

PAYC

PAYCOM SOFTWARE INC

-11.41%

Shares306.5K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD S&P 500 ETF

1.43%

Shares55.9K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL CL

-0.02%

Shares76.6K

Event2026-06-30

Filed2026-07-24

CORT

CORCEPT THERAPEUTICS INC

-4.83%

Shares440.3K

Event2026-06-30

Filed2026-07-24

VSGX

VANGUARD ESG INTL STOCK ETF

15.82%

Shares460.3K

Event2026-06-30

Filed2026-07-24

IBP

INSTALLED BLDG PRODS INC

-5.37%

Shares163.6K

Event2026-06-30

Filed2026-07-24

SXT

SENSIENT TECHNOLOGIES CORP COM

-5.12%

Shares302.4K

Event2026-06-30

Filed2026-07-24

CVLT

COMMVAULT SYSTEMS INC

-2.92%

Shares262.1K

Event2026-06-30

Filed2026-07-24

CPK

CHESAPEAKE UTILITIES CORP

-5.05%

Shares302.7K

Event2026-06-30

Filed2026-07-24

AOS

SMITH (A.O.) CORP

-44.05%

Shares588.0K

Event2026-06-30

Filed2026-07-24

WAT

WATERS CORP

-6.95%

Shares98.2K

Event2026-06-30

Filed2026-07-24

ATMU

ATMUS FILTRATION TECHNOLOGIES

-5.44%

Shares709.8K

Event2026-06-30

Filed2026-07-24

CWST

CASELLA WASTE SYS INC

-3.15%

Shares372.6K

Event2026-06-30

Filed2026-07-24

ADI

ANALOG DEVICES INC

-32.23%

Shares90.4K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SERVICE-CL B

-3.28%

Shares331.5K

Event2026-06-30

Filed2026-07-24

MTDR

MATADOR RESOURCES CO

0.90%

Shares706.0K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-6.95%

Shares185.1K

Event2026-06-30

Filed2026-07-24

LIN

LINDE PLC

2.01%

Shares64.4K

Event2026-06-30

Filed2026-07-24

MMSI

MERIT MEDICAL SYSTEMS INC

70.58%

Shares472.9K

Event2026-06-30

Filed2026-07-24

TTC

TORO CO

-4.78%

Shares335.9K

Event2026-06-30

Filed2026-07-24

BIO

BIO RAD LABS INC

18.90%

Shares111.2K

Event2026-06-30

Filed2026-07-24

BCPC

BALCHEM CORP

New

Shares191.4K

Event2026-06-30

Filed2026-07-24

PIPR

PIPER SANDLER COMPANIES

163.88%

Shares437.0K

Event2026-06-30

Filed2026-07-24

SRCE

1ST SOURCE CORP

19.34%

Shares386.7K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK, INC.

-2.97%

Shares32.5K

Event2026-06-30

Filed2026-07-24

CATY

CATHAY GENRAL BANCORP

-4.90%

Shares500.1K

Event2026-06-30

Filed2026-07-24

DHI

D R HORTON INC

-8.43%

Shares185.1K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORPORATION

20.01%

Shares70.6K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC.

-2.04%

Shares82.8K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

-0.52%

Shares59.5K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY (WALT) CO

49.88%

Shares307.7K

Event2026-06-30

Filed2026-07-24

THG

HANOVER INSURANCE GROUP INC

-1.96%

Shares138.2K

Event2026-06-30

Filed2026-07-24

WST

WEST PHARMACEUTICAL SERVICES

New

Shares81.2K

Event2026-06-30

Filed2026-07-24

FCPT

FOUR CORNERS PPTY TR INC COM

-4.25%

Shares1.2M

Event2026-06-30

Filed2026-07-24

PBH

PRESTIGE CONSMR HEALTHCARE INC

-5.19%

Shares609.9K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORPORATION

2.27%

Shares66.4K

Event2026-06-30

Filed2026-07-24

BDX

BECTON DICKINSON AND CO

-2.49%

Shares186.8K

Event2026-06-30

Filed2026-07-24

UMBF

UMB FINANCIAL CORP

-4.86%

Shares197.9K

Event2026-06-30

Filed2026-07-24

APD

AIR PRODUCTS & CHEMICALS INC

-3.65%

Shares92.3K

Event2026-06-30

Filed2026-07-24

GDDY

GODADDY INC

-15.95%

Shares317.2K

Event2026-06-30

Filed2026-07-24

NETFLIX INC

1.30%

Shares374.9K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

-2.47%

Shares255.9K

Event2026-06-30

Filed2026-07-24

USPH

U.S. PHYSICAL THERAPY INC

-4.74%

Shares381.1K

Event2026-06-30

Filed2026-07-24

CRVL

CORVEL CORP

-4.60%

Shares415.0K

Event2026-06-30

Filed2026-07-24

HRB

BLOCK H & R INC

-24.74%

Shares673.8K

Event2026-06-30

Filed2026-07-24

AGILENT TECHNOLOGIES, INC.

-2.95%

Shares187.7K

Event2026-06-30

Filed2026-07-24

COLM

COLUMBIA SPORTSWEAR CO

-5.15%

Shares399.3K

Event2026-06-30

Filed2026-07-24

TRNO

TERRENO RLTY CORP

-4.60%

Shares373.7K

Event2026-06-30

Filed2026-07-24

SMPL

SIMPLY GOOD FOODS CO

-50.82%

Shares1.8M

Event2026-06-30

Filed2026-07-24

EDWARDS LIFESCIENCES CORP

-9.09%

Shares257.2K

Event2026-06-30

Filed2026-07-24

PCTY

PAYLOCITY HOLDING CORP

-3.37%

Shares218.7K

Event2026-06-30

Filed2026-07-24

ESAB

ESAB CORPORATION

-3.46%

Shares231.3K

Event2026-06-30

Filed2026-07-24

DLB

DOLBY LABORATORIES INC-CL A

-3.77%

Shares432.6K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC

1.05%

Shares99.5K

Event2026-06-30

Filed2026-07-24

COO

COOPER COS INC/THE

-74.41%

Shares296.7K

Event2026-06-30

Filed2026-07-24

WEC

WEC ENERGY GROUP INC COM

-8.64%

Shares178.3K

Event2026-06-30

Filed2026-07-24

COLGATE-PALMOLIVE CO

36.30%

Shares218.5K

Event2026-06-30

Filed2026-07-24

AAMI

ACADIAN ASSET MANAGEMENT INC

-4.58%

Shares268.7K

Event2026-06-30

Filed2026-07-24

DFIN

DONNELLEY FINL SOLUTIONS INC

-3.84%

Shares449.2K

Event2026-06-30

Filed2026-07-24

OII

OCEANEERING INTL INC

-10.52%

Shares464.8K

Event2026-06-30

Filed2026-07-24

MMC

MARSH INC

-43.59%

Shares111.3K

Event2026-06-30

Filed2026-07-24

LKFN

LAKELAND FINANCIAL CORP

-3.31%

Shares293.9K

Event2026-06-30

Filed2026-07-24

ADOBE INC

-1.76%

Shares87.1K

Event2026-06-30

Filed2026-07-24

NKE

NIKE INC -CL B

0.02%

Shares433.2K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

-10.82%

Shares135.8K

Event2026-06-30

Filed2026-07-24

UTL

UNITIL CORP

-5.08%

Shares322.9K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORP

-3.66%

Shares102.5K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP-CL A

1777.53%

Shares95.0K

Event2026-06-30

Filed2026-07-24

PNC

PNC FINANCIAL SERVICES GROUP

-3.02%

Shares65.0K

Event2026-06-30

Filed2026-07-24

CHD

CHURCH & DWIGHT INC

-10.24%

Shares163.3K

Event2026-06-30

Filed2026-07-24

SBUX

STARBUCKS CORP

-2.41%

Shares154.8K

Event2026-06-30

Filed2026-07-24

NXP SEMICONDUCTORS NV

New

Shares55.7K

Event2026-06-30

Filed2026-07-24

TJX

TJX COMPANIES, INC.

-1.50%

Shares95.6K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALD'S CORPORATION

-0.78%

Shares50.0K

Event2026-06-30

Filed2026-07-24

MZTI

MARZETTI COMPANY

-50.05%

Shares116.2K

Event2026-06-30

Filed2026-07-24

EXLS

EXLSERVICE HOLDINGS INC

-45.39%

Shares493.8K

Event2026-06-30

Filed2026-07-24

TROW

T ROWE PRICE GROUP INC

-4.18%

Shares110.0K

Event2026-06-30

Filed2026-07-24

PAYX

PAYCHEX INC

-17.54%

Shares123.4K

Event2026-06-30

Filed2026-07-24

TER

TERADYNE INC

-31.43%

Shares24.5K

Event2026-06-30

Filed2026-07-24

HOME DEPOT, INC.

-4.09%

Shares32.4K

Event2026-06-30

Filed2026-07-24

ORLY

O REILLY AUTOMOTIVE INC NEW

-0.02%

Shares122.7K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

10.40%

Shares180.2K

Event2026-06-30

Filed2026-07-24

AWK

AMERICAN WATER WORKS CO INC

11.06%

Shares80.1K

Event2026-06-30

Filed2026-07-24

KEYS

KEYSIGHT TECHNOLOGIES IN

31.74%

Shares29.3K

Event2026-06-30

Filed2026-07-24

SLB

SLB LIMITED

-12.44%

Shares219.9K

Event2026-06-30

Filed2026-07-24

PKG

PACKAGING CORP OF AMERICA

-5.73%

Shares39.5K

Event2026-06-30

Filed2026-07-24

MSCI

MSCI INC

-17.95%

Shares16.7K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL STOCK MARKET IN

4.14%

Shares24.4K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

-0.04%

Shares12.0K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELECTRIC CO

-0.09%

Shares57.5K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP

-1.65%

Shares42.8K

Event2026-06-30

Filed2026-07-24

AME

AMETEK INC NEW

-19.91%

Shares33.6K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARE CORE MSCI EMERGING MARK

-3.35%

Shares97.8K

Event2026-06-30

Filed2026-07-24

ZOETIS INC

-10.54%

Shares109.4K

Event2026-06-30

Filed2026-07-24

CNM

CORE & MAIN INC

-18.07%

Shares158.3K

Event2026-06-30

Filed2026-07-24

MKC

MCCORMICK & CO INC

-85.80%

Shares150.5K

Event2026-06-30

Filed2026-07-24

VRSK

VERISK ANALYTICS INC-CLASS A

-17.86%

Shares42.1K

Event2026-06-30

Filed2026-07-24

AVB

AVALONBAY COMMUNITIES INC

-13.75%

Shares39.5K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES DJ RUSSELL 2000 TR ETF

-62.92%

Shares22.4K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

1.29%

Shares26.1K

Event2026-06-30

Filed2026-07-24

DGX

QUEST DIAGNOSTICS INC

0.12%

Shares30.4K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABS COM

-0.76%

Shares69.7K

Event2026-06-30

Filed2026-07-24

VANGUARD MID-CAP ETF

324.57%

Shares69.0K

Event2026-06-30

Filed2026-07-24

BRO

BROWN & BROWN INC COM

-17.51%

Shares85.9K

Event2026-06-30

Filed2026-07-24

IDEXX LABS INC

-2.91%

Shares10.3K

Event2026-06-30

Filed2026-07-24

HSY

THE HERSHEY COMPANY

0.62%

Shares30.6K

Event2026-06-30

Filed2026-07-24

ISRG

INTUITIVE SURGICAL INC

-5.38%

Shares13.0K

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS

0.98%

Shares119.9K

Event2026-06-30

Filed2026-07-24

STATE STREET SPDR S&P 500 ETF

4.88%

Shares6.6K

Event2026-06-30

Filed2026-07-24

ULTA SALON COSMETIC & FRAGRANC

-18.15%

Shares9.9K

Event2026-06-30

Filed2026-07-24

HTO

H2O AMERICA

-11.05%

Shares73.6K

Event2026-06-30

Filed2026-07-24

BROADRIDGE FINANCIAL SOLUTIO

-21.22%

Shares31.5K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

-0.03%

Shares15.4K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD FTSE DEVELOPED ETF

11.76%

Shares59.7K

Event2026-06-30

Filed2026-07-24

LLY

LILLY (ELI) & CO

3.58%

Shares3.3K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA MOTORS INC

-2.34%

Shares9.4K

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYSTEMS INC-CLASS A

-19.50%

Shares21.9K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC.

14.52%

Shares17.4K

Event2026-06-30

Filed2026-07-24

ACI

ALBERTSONS COS INC

0.00%

Shares262.6K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR RUS 1000 VAL ETF

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

-24.92%

Shares6.7K

Event2026-06-30

Filed2026-07-24

MCO

MOODYS CORP

-0.28%

Shares7.1K

Event2026-06-30

Filed2026-07-24

MASTERCARD INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

0.15%

Shares21.6K

Event2026-06-30

Filed2026-07-24

COCA-COLA CO.

-1.50%

Shares36.2K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMERICA CORPORATION

0.23%

Shares48.9K

Event2026-06-30

Filed2026-07-24

PYPL

PAYPAL HOLDINGS INC

-1.31%

Shares64.2K

Event2026-06-30

Filed2026-07-24

DOX

AMDOCS LTD ORD

-91.50%

Shares54.6K

Event2026-06-30

Filed2026-07-24

BKR

BAKER HUGHES COMPANY CL A

-4.46%

Shares49.5K

Event2026-06-30

Filed2026-07-24

DSI

ISHARES MSCI KLD 400 SOCIAL

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-24

NEXTERA ENERGY INC

0.00%

Shares30.7K

Event2026-06-30

Filed2026-07-24

ROYAL BANK OF CANADA

-14.45%

Shares12.8K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS LARGE CAP E

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

3M CO

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD TR

36.90%

Shares11.8K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR RUSSELL MIDCAP

12.87%

Shares22.3K

Event2026-06-30

Filed2026-07-24

ISHARES S&P 500 INDEX FUND

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

CMCSA

COMCAST CORP NEW CL A

-77.31%

Shares98.3K

Event2026-06-30

Filed2026-07-24

ASML

ASML HOLDING NV ADR

81.53%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES CORE S&P SMALLCAP ETF

83.43%

Shares15.4K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC-CL A

0.00%

Shares3

Event2026-06-30

Filed2026-07-24

MEDTRONIC INC

-1.09%

Shares23.1K

Event2026-06-30

Filed2026-07-24

PARKER HANNIFIN CORP

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

MTB

M & T BANK CORP

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

FIX

COMFORT SYSTEMS USA INC

0.00%

Shares850

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD GROWTH ETF

500.00%

Shares19.2K

Event2026-06-30

Filed2026-07-24

NSC

NORFOLK SOUTHERN CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-24

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS

-1.50%

Shares42.4K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER, INC.

-2.00%

Shares67.0K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

-1.21%

Shares4.1K

Event2026-06-30

Filed2026-07-24

HONEYWELL INTERNATIONAL INC.

New

Shares6.6K

Event2026-06-30

Filed2026-07-24

HONEYWELL AEROSPACE INC

New

Shares6.6K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD FTSE EMERGING MARKETS

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-24

CONSOLIDATED EDISON INC

-0.84%

Shares11.8K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

0.00%

Shares38.4K

Event2026-06-30

Filed2026-07-24

STT

STATE STREET CORP

-0.98%

Shares7.5K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

-12.04%

Shares3.0K

Event2026-06-30

Filed2026-07-24

RTX CORP

-1.62%

Shares6.4K

Event2026-06-30

Filed2026-07-24

CHTR

CHARTER COMMUNICATIONS INC-A

-58.92%

Shares8.5K

Event2026-06-30

Filed2026-07-24

XLK

TECHNOLOGY SELECT SECT SPDR

-0.47%

Shares6.3K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

BROOKFIELD CORP CL A

200.52%

Shares28.1K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.10%

Shares994

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & COMPANY

-2.76%

Shares14.1K

Event2026-06-30

Filed2026-07-24

AMCOR PLC

0.00%

Shares26.7K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC.

-3.89%

Shares1.1K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES CORE S&P TOTAL US STOC

-4.53%

Shares7.0K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

-0.36%

Shares6.8K

Event2026-06-30

Filed2026-07-24

CHKP

CHECK POINT SOFTWARE TECH LTOR

-97.00%

Shares8.7K

Event2026-06-30

Filed2026-07-24

MCK

MCKESSON CORP

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES RUSSELL 1000

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD DIVIDEND APPREC ETF

0.85%

Shares4.5K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORPORATION

0.00%

Shares9.3K

Event2026-06-30

Filed2026-07-24

WMT

WAL-MART STORES INC

-4.89%

Shares8.5K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRUMENTS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

-1.51%

Shares7.2K

Event2026-06-30

Filed2026-07-24

TRAVELERS COS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

IBM

INTL BUSINESS MACHINES CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

XYL

XYLEM INC

2.79%

Shares7.7K

Event2026-06-30

Filed2026-07-24

OMC

OMNICOM GROUP

-6.78%

Shares12.5K

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-24

WAB

WABTEC CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL US CORE EQUITY 2 E

0.00%

Shares19.2K

Event2026-06-30

Filed2026-07-24

BF.A

BROWN FORMAN CORP CL A

-0.99%

Shares30.1K

Event2026-06-30

Filed2026-07-24

CSX

CSX CORP

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-24

QUAL

ISHARE EDGE MSCI USA QUALITY F

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-24

NOC

NORTHROP GRUMMAN CORP

0.26%

Shares1.5K

Event2026-06-30

Filed2026-07-24

SNDK

SANDISK CORP

0.00%

Shares333

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ ETF

11.44%

Shares1.0K

Event2026-06-30

Filed2026-07-24

REGN

REGENERON PHARMACEUTICALS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

0.47%

Shares2.2K

Event2026-06-30

Filed2026-07-24

SAP

SAP AG

-0.15%

Shares4.7K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB COMPANY

-3.80%

Shares12.2K

Event2026-06-30

Filed2026-07-24

CBT

CABOT CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

GIS

GENERAL MILLS INC

-3.74%

Shares19.4K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORPORATION

-2.27%

Shares6.5K

Event2026-06-30

Filed2026-07-24

CSL

CARLISLE COMPANIES INCORPORATE

51.08%

Shares1.8K

Event2026-06-30

Filed2026-07-24

MICROCHIP TECHNOLOGY INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-24

WDC

WESTERN DIGITAL CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

ISHARES CORE MSCI EAFE ETF

-3.92%

Shares6.6K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD FTSE ALL WORLD EX-US

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

HCA

HCA HOLDINGS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

TORONTO DOMINION BK ONT

-9.26%

Shares4.9K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB (CHARLES) CORP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

NVO

NOVO-NORDISK AS ADR - B

0.46%

Shares12.1K

Event2026-06-30

Filed2026-07-24

GENERAL MOTORS CO

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-24

THE BANK OF NEW YORK MELLON CO

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-24

KKR

KKR & CO INC

New

Shares6.0K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB INTL EQUITY ETF

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-24

CTAS

CINTAS CORPORATION

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

TRANE TECHNOLOGIES PLC

-2.32%

Shares1.1K

Event2026-06-30

Filed2026-07-24

DOLLAR GENERAL CORP

-12.57%

Shares4.5K

Event2026-06-30

Filed2026-07-24

IQV

IQVIA HLDGS INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIES INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD INFO TECH ETF

700.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

UNILEVER PLC-SPONSORED ADR

1.32%

Shares8.1K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD S/T CORP BOND ETF

20.25%

Shares6.1K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ALV

AUTOLIV INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

DEO

DIAGEO PLC ADR

-16.14%

Shares5.8K

Event2026-06-30

Filed2026-07-24

SHM

SPDR NUVEEN ICE SHORT TERM MUN

-1.69%

Shares9.8K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD HIGH DIVIDEND YIELD E

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES SHORT-TERM NATIONAL MU

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES S&P MIDCAP 400

4.81%

Shares5.8K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD REAL ESTATE ETF

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

HIG

HARTFORD INSURANCE GROUP INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

IDCC

INTERDIGITAL INC

-98.12%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VANGUARD TOTAL WORLD STOCK ETF

-46.70%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VCEB

VANGUARD ESG US CORPORATE BOND

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

-13.50%

Shares2.6K

Event2026-06-30

Filed2026-07-24

BF.B

BROWN FORMAN CORP CL B

-3.07%

Shares14.4K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

-0.77%

Shares3.9K

Event2026-06-30

Filed2026-07-24

LRGF

ISHARES MSCI USA MULTIFACTOR E

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

DUK

DUKE ENERGY CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

JEF

JEFFERIES FINL GROUP INC

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTERNATIONAL-W/I

-18.06%

Shares6.4K

Event2026-06-30

Filed2026-07-24

BEN

FRANKLIN RES INC

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-24

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

BSX

BOSTON SCIENTIFIC CORPORATION

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES RUSSELL 1000 GROWTH FD

355.30%

Shares2.6K

Event2026-06-30

Filed2026-07-24

SNPS

SYNOPSYS INC

-3.77%

Shares715

Event2026-06-30

Filed2026-07-24

TTWO

TAKE-TWO INTERACTIVE SOFTWRE

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

BIP

BROOKFIELD INFRASTRUCTURE PART

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

INTU

INTUIT INC

-63.29%

Shares1.2K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-24

MDY

SPDR S&P MIDCAP 400 ETF TRUST

-34.88%

Shares420

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

PPG

PPG INDUSTRIES

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SJM

SMUCKER J M CO

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD I/T CORPORATE BOND ET

30.22%

Shares3.5K

Event2026-06-30

Filed2026-07-24

AT & T INC

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-24

ITT

ITT CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ALL

ALLSTATE CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

XEL

XCEL ENERGY INC

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-24

USMV

ISHARES MSCI USA MIN VOL

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC.

New

Shares538

Event2026-06-30

Filed2026-07-24

VANGUARD SMALL CAP VIPERS FUND

0.00%

Shares856

Event2026-06-30

Filed2026-07-24

ADVANCED DRAIN SYS INC DEL

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

UNFI

UNITED NATURAL FOODS INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-24

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares485

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE

0.75%

Shares1.9K

Event2026-06-30

Filed2026-07-24

ISHARES EXPONENTIAL TECHNOLOGI

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR ADR

New

Shares460

Event2026-06-30

Filed2026-07-24

CNI

CANADIAN NATL RAILWAY CO

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

ENSG

ENSIGN GROUP INC/THE

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

VPL

VANGUARD MSCI PACIFIC ETF

New

Shares1.9K

Event2026-06-30

Filed2026-07-24

NZAC

SPDR MSCI ACWI CLIMATE PARIS A

New

Shares4.6K

Event2026-06-30

Filed2026-07-24

MLM

MARTIN MARIETTA MATERIALS

0.00%

Shares363

Event2026-06-30

Filed2026-07-24

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

TFC

TRUIST FINL CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-24

SOLS

SOLSTICE ADVANCED MATLS INC

-15.01%

Shares2.3K

Event2026-06-30

Filed2026-07-24

SUSA

ISHARES TR USA ESG SLCT ETF

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

VFC

V F CORP

0.00%

Shares11.7K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available