The Analysis of Curated Wealth Partners LLC's Holdings & P&L


Currently, Curated Wealth Partners LLC holds 838 types of securities in its portfolio with a total value $773.6M. In the most recent quarter, they have increased their positions in PFE (+1.4M shares, valued at $151.3M), TPL (+246.7K shares, valued at $17.8M), DSCO (+9.5M shares, valued at $13.1M); decreased their positions in N/A (-1.1M shares, valued at $4.1M), N/A (-1.3M shares, valued at $3.5M), KDK (-38.4K shares, valued at $1.6M); initiated new positions in DFEM (+2.8M shares, valued at $10.5M), N/A (+19.9K shares, valued at $8.0M), KHC (+81.3K shares, valued at $7.7M).


1M P&L
-450.8M-1.44%
3M P&L
+1.2B+4.15%
HY P&L
+2.0B+7.02%

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

1Drug Manufacturers - General159.6M
23.8%
2N/A68.2M
10.2%
3Oil & Gas E&P22.2M
3.3%

Top Industries by Stock Count

1Banks - Regional47 stocks
6.4%
2N/A47 stocks
6.4%
3Biotechnology21 stocks
2.8%
Stock Holdings
PFE
PFIZER INC
13019.27%
Shares1.4M
Event2026-06-30
Filed2026-07-13
TPL
TEXAS PACIFIC LAND CORPORATI
2973.17%
Shares255.0K
Event2026-06-30
Filed2026-07-13
TOUCHSTONE ETF TRUST
TOUCHSTONE ETF TRUST
632.56%
Shares5.0M
Event2026-06-30
Filed2026-07-13
DSCO
DOUBLELINE ETF TRUST
2608.56%
Shares9.9M
Event2026-06-30
Filed2026-07-13
VOO
VANGUARD INDEX FDS
4319.03%
Shares3.5M
Event2026-06-30
Filed2026-07-13
DFEM
DIMENSIONAL ETF TRUST
New
Shares2.8M
Event2026-06-30
Filed2026-07-13
DFAI
DIMENSIONAL ETF TRUST
278.98%
Shares2.7M
Event2026-06-30
Filed2026-07-13
ANET
ARISTA NETWORKS INC
93713.99%
Shares8.1M
Event2026-06-30
Filed2026-07-13
SOUTHERN CO
SOUTHERN CO
New
Shares19.9K
Event2026-06-30
Filed2026-07-13
KHC
KRAFT HEINZ CO
New
Shares81.3K
Event2026-06-30
Filed2026-07-13
UNP
UNION PAC CORP
185838.61%
Shares7.5M
Event2026-06-30
Filed2026-07-13
MSFT
MICROSOFT CORP
1464.91%
Shares236.4K
Event2026-06-30
Filed2026-07-13
UNITEDHEALTH GROUP INC
UNITEDHEALTH GROUP INC
1863.35%
Shares21.3K
Event2026-06-30
Filed2026-07-13
BRK.B
BERKSHIRE HATHAWAY INC DEL
40899.31%
Shares2.2M
Event2026-06-30
Filed2026-07-13
SRE
SEMPRA
5821.05%
Shares134.2K
Event2026-06-30
Filed2026-07-13
DHLX
DIAMOND HILL FUNDS
93.59%
Shares1.9M
Event2026-06-30
Filed2026-07-13
PNC
PNC FINL SVCS GROUP INC
7385.40%
Shares122.5K
Event2026-06-30
Filed2026-07-13
PM
PHILIP MORRIS INTL INC
237103.78%
Shares5.9M
Event2026-06-30
Filed2026-07-13
T
AT&T INC
New
Shares114.1K
Event2026-06-30
Filed2026-07-13
S&P GLOBAL INC
S&P GLOBAL INC
471578.49%
Shares3.5M
Event2026-06-30
Filed2026-07-13
XPEL
XPEL INC
New
Shares54.3K
Event2026-06-30
Filed2026-07-13
GSSC
GOLDMAN SACHS ETF TR
New
Shares1.6M
Event2026-06-30
Filed2026-07-13
ABT
ABBOTT LABORATORIES
30352.50%
Shares4.0M
Event2026-06-30
Filed2026-07-13
PH
PARKER-HANNIFIN CORP
New
Shares322.7K
Event2026-06-30
Filed2026-07-13
TGT
TARGET CORP
New
Shares4.1M
Event2026-06-30
Filed2026-07-13
VZ
VERIZON COMMUNICATIONS INC
New
Shares36.8K
Event2026-06-30
Filed2026-07-13
KMB
KIMBERLY-CLARK CORP
New
Shares211.2K
Event2026-06-30
Filed2026-07-13
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-48.18%
Shares1.1M
Event2026-06-30
Filed2026-07-13
C
CITIGROUP INC
45326.13%
Shares1.2M
Event2026-06-30
Filed2026-07-13
WBD
WARNER BROS DISCOVERY INC
New
Shares33.6K
Event2026-06-30
Filed2026-07-13
AAPL
APPLE INC
1576.04%
Shares685.4K
Event2026-06-30
Filed2026-07-13
BRCB
BLACK ROCK COFFEE BAR INC
New
Shares145.5K
Event2026-06-30
Filed2026-07-13
WAB
WABTEC
New
Shares179.8K
Event2026-06-30
Filed2026-07-13
YUM
YUM BRANDS INC
New
Shares11.5K
Event2026-06-30
Filed2026-07-13
PKG
PACKAGING CORP AMER
29975.59%
Shares2.8M
Event2026-06-30
Filed2026-07-13
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
5300.28%
Shares290.5K
Event2026-06-30
Filed2026-07-13
AMCOR PLC
AMCOR PLC
167.56%
Shares232.4K
Event2026-06-30
Filed2026-07-13
JNJ
JOHNSON & JOHNSON
6117.59%
Shares185.6K
Event2026-06-30
Filed2026-07-13
PG
PROCTER & GAMBLE CO
New
Shares1.9M
Event2026-06-30
Filed2026-07-13
MO
ALTRIA GROUP INC
New
Shares200.6K
Event2026-06-30
Filed2026-07-13
GOOG
ALPHABET INC
5400.32%
Shares435.0K
Event2026-06-30
Filed2026-07-13
SLB
SLB LIMITED
New
Shares66.9K
Event2026-06-30
Filed2026-07-13
MS
MORGAN STANLEY
New
Shares117.9K
Event2026-06-30
Filed2026-07-13
CRM
SALESFORCE INC
13452.35%
Shares672.9K
Event2026-06-30
Filed2026-07-13
GEV
GE VERNOVA INC
16299.92%
Shares207.8K
Event2026-06-30
Filed2026-07-13
TRAVELERS COMPANIES INC
TRAVELERS COMPANIES INC
346314.07%
Shares2.8M
Event2026-06-30
Filed2026-07-13
GOOGL
ALPHABET INC
1012.47%
Shares234.4K
Event2026-06-30
Filed2026-07-13
ROST
ROSS STORES INC
New
Shares208.0K
Event2026-06-30
Filed2026-07-13
DELL
DELL TECHNOLOGIES INC
New
Shares396.2K
Event2026-06-30
Filed2026-07-13
JOHNSON CONTROLS INTERNATION
JOHNSON CONTROLS INTERNATION
New
Shares253.6K
Event2026-06-30
Filed2026-07-13
WMT
WALMART INC
3072.42%
Shares101.9K
Event2026-06-30
Filed2026-07-13
OTIS
OTIS WORLDWIDE CORP
398.17%
Shares37.1K
Event2026-06-30
Filed2026-07-13
TFC
TRUIST FINL CORP
48291.85%
Shares2.6M
Event2026-06-30
Filed2026-07-13
COHR
COHERENT CORP
New
Shares541.5K
Event2026-06-30
Filed2026-07-13
RMD
RESMED INC
New
Shares297.1K
Event2026-06-30
Filed2026-07-13
TMO
THERMO FISHER SCIENTIFIC INC
79012.88%
Shares368.7K
Event2026-06-30
Filed2026-07-13
PSX
PHILLIPS 66
80212.32%
Shares971.0K
Event2026-06-30
Filed2026-07-13
PLD
PROLOGIS INC.
New
Shares130.8K
Event2026-06-30
Filed2026-07-13
KMX
CARMAX INC
New
Shares83.0K
Event2026-06-30
Filed2026-07-13
META PLATFORMS INC
META PLATFORMS INC
1256.45%
Shares90.5K
Event2026-06-30
Filed2026-07-13
CL
COLGATE PALMOLIVE CO
6398.94%
Shares939.8K
Event2026-06-30
Filed2026-07-13
SPG
SIMON PPTY GROUP INC NEW
New
Shares21.0K
Event2026-06-30
Filed2026-07-13
J
JACOBS SOLUTIONS INC
New
Shares104.0K
Event2026-06-30
Filed2026-07-13
MLM
MARTIN MARIETTA MATLS INC
6333.13%
Shares96.5K
Event2026-06-30
Filed2026-07-13
TREX
TREX INC
New
Shares3.6K
Event2026-06-30
Filed2026-07-13
ASTH
ASTRANA HEALTH INC
New
Shares8.2K
Event2026-06-30
Filed2026-07-13
NVDA
NVIDIA CORPORATION
173.02%
Shares126.2K
Event2026-06-30
Filed2026-07-13
VEEV
VEEVA SYS INC
New
Shares7.2K
Event2026-06-30
Filed2026-07-13
LIN
LINDE PLC
15898.66%
Shares107.8K
Event2026-06-30
Filed2026-07-13
KLAC
KLA CORP
12676.47%
Shares34.8K
Event2026-06-30
Filed2026-07-13
TEL
TE CONNECTIVITY PLC
New
Shares1.8M
Event2026-06-30
Filed2026-07-13
WMB
WILLIAMS COS INC
482.05%
Shares34.6K
Event2026-06-30
Filed2026-07-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
10044.45%
Shares437.7K
Event2026-06-30
Filed2026-07-13
SAILPOINT INC
SAILPOINT INC
New
Shares66.3K
Event2026-06-30
Filed2026-07-13
HD
HOME DEPOT INC
New
Shares258.3K
Event2026-06-30
Filed2026-07-13
WSC
WILLSCOT HLDGS CORP
New
Shares2.8K
Event2026-06-30
Filed2026-07-13
KEY
KEYCORP
New
Shares101.0K
Event2026-06-30
Filed2026-07-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares103.1K
Event2026-06-30
Filed2026-07-13
WFC
WELLS FARGO & CO
456.60%
Shares15.4K
Event2026-06-30
Filed2026-07-13
BX
BLACKSTONE INC
1116.72%
Shares137.3K
Event2026-06-30
Filed2026-07-13
HWM
HOWMET AEROSPACE INC
4615.59%
Shares128.0K
Event2026-06-30
Filed2026-07-13
SAIA
SAIA INC
8047.89%
Shares54.1K
Event2026-06-30
Filed2026-07-13
PANW
PALO ALTO NETWORKS INC
New
Shares1.1M
Event2026-06-30
Filed2026-07-13
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
New
Shares2.7K
Event2026-06-30
Filed2026-07-13
SCHW
SCHWAB CHARLES CORP
23994.46%
Shares561.4K
Event2026-06-30
Filed2026-07-13
AMZN
AMAZON COM INC
1369.03%
Shares466.2K
Event2026-06-30
Filed2026-07-13
GCAL
GOLDMAN SACHS ETF TR
435.35%
Shares371.1K
Event2026-06-30
Filed2026-07-13
ABBVIE INC
ABBVIE INC
17089.51%
Shares363.9K
Event2026-06-30
Filed2026-07-13
AEP
AMERICAN ELEC PWR CO INC
New
Shares557.6K
Event2026-06-30
Filed2026-07-13
LABCORP HOLDINGS INC
LABCORP HOLDINGS INC
3358.94%
Shares119.5K
Event2026-06-30
Filed2026-07-13
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
865.36%
Shares501.2K
Event2026-06-30
Filed2026-07-13
SNA
SNAP ON INC
New
Shares37.6K
Event2026-06-30
Filed2026-07-13
QCOM
QUALCOMM INC
New
Shares695.9K
Event2026-06-30
Filed2026-07-13
AMD
ADVANCED MICRO DEVICES INC
32684.39%
Shares543.9K
Event2026-06-30
Filed2026-07-13
TSLA
TESLA INC
53767.02%
Shares1.3M
Event2026-06-30
Filed2026-07-13
SNDK
SANDISK CORP
New
Shares20.3K
Event2026-06-30
Filed2026-07-13
CARR
CARRIER GLOBAL CORPORATION
1488.45%
Shares223.6K
Event2026-06-30
Filed2026-07-13
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
4081.08%
Shares134.2K
Event2026-06-30
Filed2026-07-13
REKR
REKOR SYSTEMS INC
296.38%
Shares792.8K
Event2026-06-30
Filed2026-07-13
AIG
AMERICAN INTL GROUP INC
1125.63%
Shares222.2K
Event2026-06-30
Filed2026-07-13
WDC
WESTERN DIGITAL CORP
6229.60%
Shares66.7K
Event2026-06-30
Filed2026-07-13
KLAR
KLARNA GROUP PLC
New
Shares49.7K
Event2026-06-30
Filed2026-07-13
KVUE
KENVUE INC
New
Shares983.8K
Event2026-06-30
Filed2026-07-13
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
68901.62%
Shares427.1K
Event2026-06-30
Filed2026-07-13
DIS
DISNEY WALT CO
2807.40%
Shares257.2K
Event2026-06-30
Filed2026-07-13
TOL
TOLL BROTHERS INC
New
Shares6.6K
Event2026-06-30
Filed2026-07-13
ABNB
AIRBNB INC
New
Shares359.7K
Event2026-06-30
Filed2026-07-13
LLY
ELI LILLY & CO
13229.89%
Shares116.0K
Event2026-06-30
Filed2026-07-13
CMI
CUMMINS INC
New
Shares629.5K
Event2026-06-30
Filed2026-07-13
CDNS
CADENCE DESIGN SYSTEM INC
54313.62%
Shares527.3K
Event2026-06-30
Filed2026-07-13
TJX
TJX COS INC NEW
63343.21%
Shares1.0M
Event2026-06-30
Filed2026-07-13
ASUR
ASURE SOFTWARE INC
New
Shares1.6K
Event2026-06-30
Filed2026-07-13
GUIDEWIRE SOFTWARE INC
GUIDEWIRE SOFTWARE INC
New
Shares1.1M
Event2026-06-30
Filed2026-07-13
PLPC
PREFORMED LINE PRODS CO
New
Shares40.2K
Event2026-06-30
Filed2026-07-13
FDX
FEDEX CORP
New
Shares204.6K
Event2026-06-30
Filed2026-07-13
ICE
INTERCONTINENTAL EXCHANGE IN
New
Shares117.2K
Event2026-06-30
Filed2026-07-13
TER
TERADYNE INC
134841.12%
Shares1.0M
Event2026-06-30
Filed2026-07-13
DE
DEERE & CO
New
Shares271.1K
Event2026-06-30
Filed2026-07-13
MSCI
MSCI INC
New
Shares56.3K
Event2026-06-30
Filed2026-07-13
PRMB
PRIMO BRANDS CORPORATION
New
Shares5.5K
Event2026-06-30
Filed2026-07-13
BSX
BOSTON SCIENTIFIC CORP
New
Shares612.7K
Event2026-06-30
Filed2026-07-13
PGR
PROGRESSIVE CORP
New
Shares80.3K
Event2026-06-30
Filed2026-07-13
AVY
AVERY DENNISON CORP
New
Shares616.5K
Event2026-06-30
Filed2026-07-13
COP
CONOCOPHILLIPS
3233.57%
Shares326.6K
Event2026-06-30
Filed2026-07-13
HONEYWELL INTL INC
HONEYWELL INTL INC
New
Shares155.6K
Event2026-06-30
Filed2026-07-13
O
REALTY INCOME CORP
New
Shares110.4K
Event2026-06-30
Filed2026-07-13
VISA INC
VISA INC
159.00%
Shares10.9K
Event2026-06-30
Filed2026-07-13
PJT
PJT PARTNERS INC
New
Shares37.5K
Event2026-06-30
Filed2026-07-13
PAYX
PAYCHEX INC
New
Shares9.1K
Event2026-06-30
Filed2026-07-13
LRCX
LAM RESEARCH CORP
7267.79%
Shares74.6K
Event2026-06-30
Filed2026-07-13
DHR
DANAHER CORP DEL
12448.14%
Shares250.0K
Event2026-06-30
Filed2026-07-13
ACWX
ISHARES TR
New
Shares31.2K
Event2026-06-30
Filed2026-07-13
TDG
TRANSDIGM GROUP INC
343843.71%
Shares983.7K
Event2026-06-30
Filed2026-07-13
NETFLIX INC.
NETFLIX INC.
1254.82%
Shares244.0K
Event2026-06-30
Filed2026-07-13
MAS
MASCO CORP
New
Shares1.5K
Event2026-06-30
Filed2026-07-13
LULU
LULULEMON ATHLETICA INC
New
Shares1.0M
Event2026-06-30
Filed2026-07-13
REGN
REGENERON PHARMACEUTICALS
New
Shares36.7K
Event2026-06-30
Filed2026-07-13
DASH
DOORDASH INC
New
Shares911.9K
Event2026-06-30
Filed2026-07-13
AME
AMETEK INC
54164.79%
Shares550.2K
Event2026-06-30
Filed2026-07-13
KMI
KINDER MORGAN INC DEL
New
Shares105.6K
Event2026-06-30
Filed2026-07-13
VVV
VALVOLINE INC
New
Shares229.0K
Event2026-06-30
Filed2026-07-13
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares108.9K
Event2026-06-30
Filed2026-07-13
WASTE MGMT INC DEL
WASTE MGMT INC DEL
176.94%
Shares11.9K
Event2026-06-30
Filed2026-07-13
SITEONE LANDSCAPE SUPPLY INC
SITEONE LANDSCAPE SUPPLY INC
1653.88%
Shares38.0K
Event2026-06-30
Filed2026-07-13
CVX
CHEVRON CORPORATION
3207.92%
Shares112.3K
Event2026-06-30
Filed2026-07-13
WING
WINGSTOP INC
New
Shares72.2K
Event2026-06-30
Filed2026-07-13
KKR
KKR & CO INC
New
Shares463.7K
Event2026-06-30
Filed2026-07-13
SNPS
SYNOPSYS INC
New
Shares44.2K
Event2026-06-30
Filed2026-07-13
CVCO
CAVCO INDS INC DEL
New
Shares3.2K
Event2026-06-30
Filed2026-07-13
ADOBE INC
ADOBE INC
21871.41%
Shares279.7K
Event2026-06-30
Filed2026-07-13
CAMT
CAMTEK LTD
New
Shares2.1K
Event2026-06-30
Filed2026-07-13
CAT
CATERPILLAR INC
New
Shares119.1K
Event2026-06-30
Filed2026-07-13
AGILENT TECHNOLOGIES INC
AGILENT TECHNOLOGIES INC
New
Shares282.9K
Event2026-06-30
Filed2026-07-13
COF
CAPITAL ONE FINL CORP
7148.43%
Shares408.0K
Event2026-06-30
Filed2026-07-13
KDP
KEURIG DR PEPPER INC
New
Shares66.2K
Event2026-06-30
Filed2026-07-13
BROADCOM INC
BROADCOM INC
4582.41%
Shares460.4K
Event2026-06-30
Filed2026-07-13
SPOK
SPOK HLDGS INC
New
Shares2.3K
Event2026-06-30
Filed2026-07-13
KDK
KODIAK AI INC.
-64.64%
Shares21.0K
Event2026-06-30
Filed2026-07-13
SCI
SERVICE CORP INTL
New
Shares58.6K
Event2026-06-30
Filed2026-07-13
CORTEVA INC
CORTEVA INC
New
Shares239.8K
Event2026-06-30
Filed2026-07-13
F
FORD MTR CO
650.91%
Shares189.5K
Event2026-06-30
Filed2026-07-13
QUANTA SVCS INC
QUANTA SVCS INC
New
Shares25.0K
Event2026-06-30
Filed2026-07-13
EOG
EOG RES INC
New
Shares176.2K
Event2026-06-30
Filed2026-07-13
SMR
NUSCALE PWR CORP
New
Shares1.9K
Event2026-06-30
Filed2026-07-13
ETN
EATON CORP PLC
New
Shares676.5K
Event2026-06-30
Filed2026-07-13
INTC
INTEL CORP
New
Shares128.3K
Event2026-06-30
Filed2026-07-13
APPLIED MATLS INC
APPLIED MATLS INC
New
Shares366.8K
Event2026-06-30
Filed2026-07-13
TMUS
T-MOBILE US INC
New
Shares363.3K
Event2026-06-30
Filed2026-07-13
FREEPORT MCMORAN INC
FREEPORT MCMORAN INC
11241.98%
Shares408.0K
Event2026-06-30
Filed2026-07-13
GM
GENERAL MTRS CO
5099.76%
Shares170.3K
Event2026-06-30
Filed2026-07-13
BRCC
BRC INC
New
Shares812.5K
Event2026-06-30
Filed2026-07-13
NEM
NEWMONT CORP
2665.49%
Shares74.9K
Event2026-06-30
Filed2026-07-13
AMGN
AMGEN INC
61832.43%
Shares435.4K
Event2026-06-30
Filed2026-07-13
STC
STEWART INFORMATION SVCS COR
New
Shares692
Event2026-06-30
Filed2026-07-13
DUK
DUKE ENERGY CORP NEW
New
Shares53.9K
Event2026-06-30
Filed2026-07-13
CMCSA
COMCAST CORP NEW
New
Shares613.7K
Event2026-06-30
Filed2026-07-13
LEN
LENNAR CORP
New
Shares61.3K
Event2026-06-30
Filed2026-07-13
GS
GOLDMAN SACHS GROUP INC
New
Shares162.2K
Event2026-06-30
Filed2026-07-13
DCI
DONALDSON INC
13.48%
Shares5.7K
Event2026-06-30
Filed2026-07-13
MRK
MERCK & CO INC
5981.23%
Shares141.9K
Event2026-06-30
Filed2026-07-13
TDY
TELEDYNE TECHNOLOGIES INC
1855.58%
Shares9.8K
Event2026-06-30
Filed2026-07-13
CMG
CHIPOTLE MEXICAN GRILL INC
New
Shares705.8K
Event2026-06-30
Filed2026-07-13
CME
CME GROUP INC
New
Shares658.6K
Event2026-06-30
Filed2026-07-13
ROG
ROGERS CORP
New
Shares41.4K
Event2026-06-30
Filed2026-07-13
CRH
CRH PLC
New
Shares275.6K
Event2026-06-30
Filed2026-07-13
TT
TRANE TECHNOLOGIES PLC
New
Shares581.0K
Event2026-06-30
Filed2026-07-13
AON
AON PLC
2780.30%
Shares108.3K
Event2026-06-30
Filed2026-07-13
EXR
EXTRA SPACE STORAGE INC
New
Shares119.6K
Event2026-06-30
Filed2026-07-13
TEX
TEREX CORP NEW
186.42%
Shares650.0K
Event2026-06-30
Filed2026-07-13
TRGP
TARGA RES CORP
New
Shares701.6K
Event2026-06-30
Filed2026-07-13
AMKR
AMKOR TECHNOLOGY INC
New
Shares744.7K
Event2026-06-30
Filed2026-07-13
PENG
PENGUIN SOLUTIONS INC
New
Shares744.7K
Event2026-06-30
Filed2026-07-13
CVNA
CARVANA CO
New
Shares253.1K
Event2026-06-30
Filed2026-07-13
ELV
ELEVANCE HEALTH INC FORMERLY
New
Shares182.1K
Event2026-06-30
Filed2026-07-13
SSD
SIMPSON MFG INC
690.75%
Shares50.3K
Event2026-06-30
Filed2026-07-13
CCI
CROWN CASTLE INC
New
Shares79.5K
Event2026-06-30
Filed2026-07-13
PYPL
PAYPAL HLDGS INC
New
Shares546.6K
Event2026-06-30
Filed2026-07-13
EMBC
EMBECTA CORP
New
Shares3.0K
Event2026-06-30
Filed2026-07-13
LMT
LOCKHEED MARTIN CORP
12629.98%
Shares79.8K
Event2026-06-30
Filed2026-07-13
VST
VISTRA CORP
New
Shares494.2K
Event2026-06-30
Filed2026-07-13
ALGN
ALIGN TECHNOLOGY INC
New
Shares440.4K
Event2026-06-30
Filed2026-07-13
AMERIPRISE FINL INC
AMERIPRISE FINL INC
New
Shares411.2K
Event2026-06-30
Filed2026-07-13
AJG
GALLAGHER ARTHUR J & CO
New
Shares197.4K
Event2026-06-30
Filed2026-07-13
CAH
CARDINAL HEALTH INC
New
Shares406.9K
Event2026-06-30
Filed2026-07-13
APPLOVIN CORP
APPLOVIN CORP
New
Shares265.7K
Event2026-06-30
Filed2026-07-13
SXI
STANDEX INTL CORP
71942.58%
Shares587.1K
Event2026-06-30
Filed2026-07-13
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
15566.63%
Shares255.8K
Event2026-06-30
Filed2026-07-13
AVIR
ATEA PHARMACEUTICALS INC
New
Shares695.0K
Event2026-06-30
Filed2026-07-13
GE
GE AEROSPACE
7644.92%
Shares222.6K
Event2026-06-30
Filed2026-07-13
ISHARES TR
ISHARES TR
3282.31%
Shares396.4K
Event2026-06-30
Filed2026-07-13
TXN
TEXAS INSTRS INC
9409.59%
Shares521.7K
Event2026-06-30
Filed2026-07-13
SIX FLAGS ENTERTAINMENT CORP
SIX FLAGS ENTERTAINMENT CORP
New
Shares24.6K
Event2026-06-30
Filed2026-07-13
MTB
M & T BK CORP
New
Shares15.3K
Event2026-06-30
Filed2026-07-13
VICI
VICI PPTYS INC
2035.07%
Shares615.7K
Event2026-06-30
Filed2026-07-13
CBRE
CBRE GROUP INC
New
Shares437.8K
Event2026-06-30
Filed2026-07-13
STRATEGY INC
STRATEGY INC
New
Shares15.9K
Event2026-06-30
Filed2026-07-13
HLNE
HAMILTON LANE INC
New
Shares406.4K
Event2026-06-30
Filed2026-07-13
CI
THE CIGNA GROUP
58878.02%
Shares464.2K
Event2026-06-30
Filed2026-07-13
APD
AIR PRODUCTS AND CHEMICALS I
New
Shares465.2K
Event2026-06-30
Filed2026-07-13
EXC
EXELON CORP
New
Shares180.3K
Event2026-06-30
Filed2026-07-13
PEP
PEPSICO INC
New
Shares183.3K
Event2026-06-30
Filed2026-07-13
CEG
CONSTELLATION ENERGY CORP
New
Shares255.0K
Event2026-06-30
Filed2026-07-13
ORACLE CORP
ORACLE CORP
5353.05%
Shares198.4K
Event2026-06-30
Filed2026-07-13
CVS
CVS HEALTH CORP
New
Shares130.3K
Event2026-06-30
Filed2026-07-13
NKTX
NKARTA INC
New
Shares1.8K
Event2026-06-30
Filed2026-07-13
QDEL
QUIDELORTHO CORP
New
Shares27.3K
Event2026-06-30
Filed2026-07-13
JKHY
HENRY JACK & ASSOC INC
113.71%
Shares10.1K
Event2026-06-30
Filed2026-07-13
EMR
EMERSON ELEC CO
New
Shares148.4K
Event2026-06-30
Filed2026-07-13
ITW
ILLINOIS TOOL WKS INC
New
Shares180.7K
Event2026-06-30
Filed2026-07-13
ALL
ALLSTATE CORP
New
Shares445.8K
Event2026-06-30
Filed2026-07-13
ORLY
OREILLY AUTOMOTIVE INC
2529.97%
Shares89.9K
Event2026-06-30
Filed2026-07-13
BKTI
BK TECHNOLOGIES CORPORATION
New
Shares609.6K
Event2026-06-30
Filed2026-07-13
PEG
PUBLIC SVC ENTERPRISE GROUP
New
Shares36.3K
Event2026-06-30
Filed2026-07-13
ISRG
INTUITIVE SURGICAL INC
27405.38%
Shares158.4K
Event2026-06-30
Filed2026-07-13
ES
EVERSOURCE ENERGY
New
Shares32.4K
Event2026-06-30
Filed2026-07-13
GLW
CORNING INC
New
Shares188.3K
Event2026-06-30
Filed2026-07-13
BTI
BRITISH AMERN TOB PLC
New
Shares500.0K
Event2026-06-30
Filed2026-07-13
FITB
FIFTH THIRD BANCORP
New
Shares268.2K
Event2026-06-30
Filed2026-07-13
ANIK
ANIKA THERAPEUTICS INC
New
Shares830
Event2026-06-30
Filed2026-07-13
KEYS
KEYSIGHT TECHNOLOGIES INC
New
Shares399.1K
Event2026-06-30
Filed2026-07-13
BG
BUNGE GLOBAL SA
New
Shares46.1K
Event2026-06-30
Filed2026-07-13
PPL CORP
PPL CORP
New
Shares4.2K
Event2026-06-30
Filed2026-07-13
FIX
COMFORT SYS USA INC
128034.21%
Shares194.8K
Event2026-06-30
Filed2026-07-13
BRSL
BRIGHTSTAR LOTTERY PLC
New
Shares500.1K
Event2026-06-30
Filed2026-07-13
SYY
SYSCO CORP
172.12%
Shares30.4K
Event2026-06-30
Filed2026-07-13
GSHD
GOOSEHEAD INS INC
New
Shares16.1K
Event2026-06-30
Filed2026-07-13
NOC
NORTHROP GRUMMAN CORP
41728.67%
Shares173.6K
Event2026-06-30
Filed2026-07-13
ACVA
ACV AUCTIONS INC
New
Shares37.8K
Event2026-06-30
Filed2026-07-13
ENB
ENBRIDGE INC
New
Shares500.0K
Event2026-06-30
Filed2026-07-13
EMXC
ISHARES INC
13155.57%
Shares500.0K
Event2026-06-30
Filed2026-07-13
ETR
ENTERGY CORP NEW
New
Shares36.9K
Event2026-06-30
Filed2026-07-13
3M CO
3M CO
New
Shares137.4K
Event2026-06-30
Filed2026-07-13
IBM
INTERNATIONAL BUSINESS MACHS
10843.66%
Shares117.3K
Event2026-06-30
Filed2026-07-13
SKY
CHAMPION HOMES INC
New
Shares34.5K
Event2026-06-30
Filed2026-07-13
ZOETIS INC
ZOETIS INC
6271.39%
Shares403.8K
Event2026-06-30
Filed2026-07-13
KO
COCA COLA CO
4777.84%
Shares160.5K
Event2026-06-30
Filed2026-07-13
SCHF
SCHWAB STRATEGIC TR
1141.38%
Shares399.1K
Event2026-06-30
Filed2026-07-13
IDEXX LABS INC
IDEXX LABS INC
New
Shares152.3K
Event2026-06-30
Filed2026-07-13
BRX
BRIXMOR PPTY GROUP INC
New
Shares501.5K
Event2026-06-30
Filed2026-07-13
FFIN
FIRST FINL BANKSHARES INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-13
NRG
NRG ENERGY INC
New
Shares31.0K
Event2026-06-30
Filed2026-07-13
DLR
DIGITAL RLTY TR INC
New
Shares329.9K
Event2026-06-30
Filed2026-07-13
AVNS
AVANOS MED INC
New
Shares510.0K
Event2026-06-30
Filed2026-07-13
CHUBB LIMITED
CHUBB LIMITED
New
Shares69.4K
Event2026-06-30
Filed2026-07-13
CISCO SYS INC
CISCO SYS INC
1502.24%
Shares73.7K
Event2026-06-30
Filed2026-07-13
AD
ARRAY DIGITAL INFRASTRUCTURE
New
Shares19.5K
Event2026-06-30
Filed2026-07-13
MDB
MONGODB INC
New
Shares734
Event2026-06-30
Filed2026-07-13
SUPN
SUPERNUS PHARMACEUTICALS
New
Shares39.4K
Event2026-06-30
Filed2026-07-13
GILD
GILEAD SCIENCES INC
New
Shares216.2K
Event2026-06-30
Filed2026-07-13
MCO
MOODYS CORP
New
Shares63.9K
Event2026-06-30
Filed2026-07-13
APH
AMPHENOL CORP
8554.38%
Shares172.8K
Event2026-06-30
Filed2026-07-13
VITA COCO CO INC
VITA COCO CO INC
New
Shares6.8K
Event2026-06-30
Filed2026-07-13
BRKR
BRUKER CORP
New
Shares500.0K
Event2026-06-30
Filed2026-07-13
BRO
BROWN & BROWN INC
New
Shares500.7K
Event2026-06-30
Filed2026-07-13
BROS
DUTCH BROS INC
New
Shares500.0K
Event2026-06-30
Filed2026-07-13
BRSP
BRIGHTSPIRE CAPITAL INC
New
Shares500.0K
Event2026-06-30
Filed2026-07-13
WAT
WATERS CORP
New
Shares103.0K
Event2026-06-30
Filed2026-07-13
COIN
COINBASE GLOBAL INC
New
Shares8.7K
Event2026-06-30
Filed2026-07-13
BRT
BRT APARTMENTS CORP
New
Shares500.0K
Event2026-06-30
Filed2026-07-13
RBC
RBC BEARINGS INC
1500.26%
Shares31.0K
Event2026-06-30
Filed2026-07-13
ACU
ACME UTD CORP
New
Shares18.1K
Event2026-06-30
Filed2026-07-13
HQY
HEALTHEQUITY INC
7657.72%
Shares319.1K
Event2026-06-30
Filed2026-07-13
MAR
MARRIOTT INTL INC NEW
New
Shares51.5K
Event2026-06-30
Filed2026-07-13
BAC
BANK OF AMER CORP
2567.96%
Shares250.9K
Event2026-06-30
Filed2026-07-13
EQIX
EQUINIX INC
New
Shares120.8K
Event2026-06-30
Filed2026-07-13
CCC
CCC INTELLIGENT SOLUTIONS HL
169.62%
Shares58.8K
Event2026-06-30
Filed2026-07-13
RLI
RLI CORP
108.56%
Shares24.4K
Event2026-06-30
Filed2026-07-13
VGT
VANGUARD WORLD FD
9310.69%
Shares403.2K
Event2026-06-30
Filed2026-07-13
DFAT
DIMENSIONAL ETF TRUST
New
Shares20.3K
Event2026-06-30
Filed2026-07-13
MMC
MARSH & MCLENNAN COS INC
6256.06%
Shares75.5K
Event2026-06-30
Filed2026-07-13
EA
ELECTRONIC ARTS INC
New
Shares10.6K
Event2026-06-30
Filed2026-07-13
DAR
DARLING INGREDIENTS INC
1135.05%
Shares223.7K
Event2026-06-30
Filed2026-07-13
CNQ
CANADIAN NAT RES LTD MED TER
New
Shares400.0K
Event2026-06-30
Filed2026-07-13
LUV
SOUTHWEST AIRLS CO
New
Shares33.9K
Event2026-06-30
Filed2026-07-13
SOLS
SOLSTICE ADVANCED MATLS INC
New
Shares222.1K
Event2026-06-30
Filed2026-07-13
ADSK
AUTODESK INC
17320.77%
Shares234.0K
Event2026-06-30
Filed2026-07-13
MRVL
MARVELL TECHNOLOGY INC
New
Shares27.4K
Event2026-06-30
Filed2026-07-13
RTX CORPORATION
RTX CORPORATION
1039.08%
Shares17.6K
Event2026-06-30
Filed2026-07-13
NKSH
NATIONAL BANKSHARES INC VA
New
Shares3.8K
Event2026-06-30
Filed2026-07-13
EXPE
EXPEDIA GROUP INC
New
Shares11.6K
Event2026-06-30
Filed2026-07-13
SERVICENOW INC
SERVICENOW INC
3746.22%
Shares87.6K
Event2026-06-30
Filed2026-07-13
SPACE EXPLORATION TECHN CORP
SPACE EXPLORATION TECHN CORP
New
Shares407.6K
Event2026-06-30
Filed2026-07-13
ADTN
ADTRAN HOLDINGS INC
New
Shares30.8K
Event2026-06-30
Filed2026-07-13
UFPI
UFP INDUSTRIES INC
-45.56%
Shares3.7K
Event2026-06-30
Filed2026-07-13
RF
REGIONS FINANCIAL CORP NEW
New
Shares14.1K
Event2026-06-30
Filed2026-07-13
DOV
DOVER CORP
10574.17%
Shares103.3K
Event2026-06-30
Filed2026-07-13
MCK
MCKESSON CORP
New
Shares53.2K
Event2026-06-30
Filed2026-07-13
SBUX
STARBUCKS CORP
New
Shares20.2K
Event2026-06-30
Filed2026-07-13
CENTERPOINT ENERGY INC
CENTERPOINT ENERGY INC
New
Shares50.8K
Event2026-06-30
Filed2026-07-13
WHD
CACTUS INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-13
STAG
STAG INDUSTRIAL INC
New
Shares10.6K
Event2026-06-30
Filed2026-07-13
FSLR
FIRST SOLAR INC
New
Shares2.3K
Event2026-06-30
Filed2026-07-13
HCA
HCA HEALTHCARE INC
New
Shares199.3K
Event2026-06-30
Filed2026-07-13
VB
VANGUARD INDEX FDS
New
Shares400.0K
Event2026-06-30
Filed2026-07-13
ECL
ECOLAB INC
New
Shares313.0K
Event2026-06-30
Filed2026-07-13
CSX
CSX CORP
New
Shares305.3K
Event2026-06-30
Filed2026-07-13
INTU
INTUIT
8037.57%
Shares123.0K
Event2026-06-30
Filed2026-07-13
SHOP
SHOPIFY INC
New
Shares28.1K
Event2026-06-30
Filed2026-07-13
MU
MICRON TECHNOLOGY INC
7124.71%
Shares98.5K
Event2026-06-30
Filed2026-07-13
HOOD
ROBINHOOD MKTS INC
New
Shares146.7K
Event2026-06-30
Filed2026-07-13
GEHC
GE HEALTHCARE TECHNOLOGIES I
New
Shares197.1K
Event2026-06-30
Filed2026-07-13
BORR
BORR DRILLING LTD
New
Shares608
Event2026-06-30
Filed2026-07-13
DVN
DEVON ENERGY CORP NEW
New
Shares13.3K
Event2026-06-30
Filed2026-07-13
AWR
AMER STATES WTR CO
New
Shares990
Event2026-06-30
Filed2026-07-13
LIVE NATION ENTERTAINMENT IN
LIVE NATION ENTERTAINMENT IN
44.57%
Shares13.7K
Event2026-06-30
Filed2026-07-13
ROYAL CARIBBEAN GROUP
ROYAL CARIBBEAN GROUP
5268.47%
Shares39.7K
Event2026-06-30
Filed2026-07-13
NKTR
NEKTAR THERAPEUTICS
New
Shares1.2K
Event2026-06-30
Filed2026-07-13
EBAY
EBAY INC.
New
Shares71.6K
Event2026-06-30
Filed2026-07-13
SONO
SONOS INC
New
Shares10.0K
Event2026-06-30
Filed2026-07-13
ATI INC
ATI INC
New
Shares300.7K
Event2026-06-30
Filed2026-07-13
CINF
CINCINNATI FINL CORP
New
Shares17.3K
Event2026-06-30
Filed2026-07-13
EXXON MOBIL CORP
EXXON MOBIL CORP
3708.67%
Shares133.9K
Event2026-06-30
Filed2026-07-13
DATADOG INC
DATADOG INC
New
Shares207.5K
Event2026-06-30
Filed2026-07-13
WTS
WATTS WATER TECHNOLOGIES INC
41.15%
Shares4.9K
Event2026-06-30
Filed2026-07-13
PSA
PUBLIC STORAGE
New
Shares5.6K
Event2026-06-30
Filed2026-07-13
ARES CAPITAL CORP
ARES CAPITAL CORP
31.51%
Shares212.9K
Event2026-06-30
Filed2026-07-13
WSBC
WESBANCO INC
New
Shares21.7K
Event2026-06-30
Filed2026-07-13
GD
GENERAL DYNAMICS CORP
New
Shares216.5K
Event2026-06-30
Filed2026-07-13
DTE
DTE ENERGY CO
New
Shares9.8K
Event2026-06-30
Filed2026-07-13
FTNT
FORTINET INC
New
Shares93.7K
Event2026-06-30
Filed2026-07-13
CIEN
CIENA CORP
New
Shares160.8K
Event2026-06-30
Filed2026-07-13
VLO
VALERO ENERGY CORP
New
Shares8.8K
Event2026-06-30
Filed2026-07-13
VRTX
VERTEX PHARMACEUTICALS INC
New
Shares42.9K
Event2026-06-30
Filed2026-07-13
PSKY
PARAMOUNT SKYDANCE CORP
New
Shares33.2K
Event2026-06-30
Filed2026-07-13
IWF
ISHARES TR
122.76%
Shares9.8K
Event2026-06-30
Filed2026-07-13
NCLH
NORWEGIAN CRUISE LINE HLDGS
New
Shares327.4K
Event2026-06-30
Filed2026-07-13
UBS
UBS GROUP AG
New
Shares3.1K
Event2026-06-30
Filed2026-07-13
GL
GLOBE LIFE INC
New
Shares3.9K
Event2026-06-30
Filed2026-07-13
AMT
AMERICAN TOWER CORP
New
Shares174.6K
Event2026-06-30
Filed2026-07-13
NUE
NUCOR CORP
New
Shares36.2K
Event2026-06-30
Filed2026-07-13
ADI
ANALOG DEVICES INC
New
Shares180.5K
Event2026-06-30
Filed2026-07-13
FEDEX FGHT HLDG CO INC
FEDEX FGHT HLDG CO INC
New
Shares121.2K
Event2026-06-30
Filed2026-07-13
ATLN
ATLANTIC INTL CORP
New
Shares380.0K
Event2026-06-30
Filed2026-07-13
MCD
MCDONALDS CORP
New
Shares55.8K
Event2026-06-30
Filed2026-07-13
HONEYWELL AEROSPACE INC
HONEYWELL AEROSPACE INC
New
Shares154.0K
Event2026-06-30
Filed2026-07-13
FFIV
F5 INC
New
Shares13.9K
Event2026-06-30
Filed2026-07-13
ALLISON TRANSMISSION HLDGS I
ALLISON TRANSMISSION HLDGS I
New
Shares94.6K
Event2026-06-30
Filed2026-07-13
ATLC
ATLANTICUS HOLDINGS CORP
New
Shares375.0K
Event2026-06-30
Filed2026-07-13
NI
NISOURCE INC
New
Shares18.5K
Event2026-06-30
Filed2026-07-13
VAL.WS
VALARIS LTD
New
Shares540
Event2026-06-30
Filed2026-07-13
MTCH
MATCH GROUP INC NEW
New
Shares305.1K
Event2026-06-30
Filed2026-07-13
WST
WEST PHARMACEUTICAL SVSC INC
New
Shares8.5K
Event2026-06-30
Filed2026-07-13
XYZ
BLOCK INC
New
Shares31.0K
Event2026-06-30
Filed2026-07-13
IQV
IQVIA HLDGS INC
New
Shares13.7K
Event2026-06-30
Filed2026-07-13
MGM
MGM RESORTS INTERNATIONAL
New
Shares2.9K
Event2026-06-30
Filed2026-07-13
OLLI
OLLIES BARGAIN OUTLET HLDGS
New
Shares3.5K
Event2026-06-30
Filed2026-07-13
CACI
CACI INTL INC
New
Shares19.2K
Event2026-06-30
Filed2026-07-13
BLK
BLACKROCK INC
New
Shares254.1K
Event2026-06-30
Filed2026-07-13
ADVANCED ENERGY INDS
ADVANCED ENERGY INDS
New
Shares340.0K
Event2026-06-30
Filed2026-07-13
ARES MANAGEMENT CORPORATION
ARES MANAGEMENT CORPORATION
-90.75%
Shares135.8K
Event2026-06-30
Filed2026-07-13
PCAR
PACCAR INC
New
Shares13.8K
Event2026-06-30
Filed2026-07-13
IJH
ISHARES TR
New
Shares160.6K
Event2026-06-30
Filed2026-07-13
VTV
VANGUARD INDEX FDS
2515.56%
Shares222.7K
Event2026-06-30
Filed2026-07-13
IWD
ISHARES TR
873.91%
Shares11.2K
Event2026-06-30
Filed2026-07-13
BCE
BCE INC
New
Shares350.0K
Event2026-06-30
Filed2026-07-13
HSY
HERSHEY CO
New
Shares132.5K
Event2026-06-30
Filed2026-07-13
AVNT
AVIENT CORPORATION
New
Shares311.8K
Event2026-06-30
Filed2026-07-13
LOW
LOWES COS INC
New
Shares40.6K
Event2026-06-30
Filed2026-07-13
PBH
PRESTIGE CONSMR HEALTHCARE I
New
Shares521
Event2026-06-30
Filed2026-07-13
RUN
SUNRUN INC
New
Shares1.7K
Event2026-06-30
Filed2026-07-13
MPC
MARATHON PETE CORP
2696.07%
Shares25.6K
Event2026-06-30
Filed2026-07-13
FTV
FORTIVE CORP
New
Shares16.5K
Event2026-06-30
Filed2026-07-13
GMOI
GMO ETF TRUST
New
Shares8.6K
Event2026-06-30
Filed2026-07-13
ADVANSIX INC
ADVANSIX INC
New
Shares23.4K
Event2026-06-30
Filed2026-07-13
AMERICAN HOMES 4 RENT
AMERICAN HOMES 4 RENT
New
Shares25.8K
Event2026-06-30
Filed2026-07-13
SAFE
SAFEHOLD INC
New
Shares3.1K
Event2026-06-30
Filed2026-07-13
ASIC
ATEGRITY SPECIALTY IN CO HO
New
Shares15.0K
Event2026-06-30
Filed2026-07-13
NEXTERA ENERGY INC
NEXTERA ENERGY INC
1033.65%
Shares56.4K
Event2026-06-30
Filed2026-07-13
ODFL
OLD DOMINION FREIGHT LINE IN
New
Shares1.8K
Event2026-06-30
Filed2026-07-13
OXY
OCCIDENTAL PETE CORP
1820.85%
Shares64.4K
Event2026-06-30
Filed2026-07-13
SCHA
SCHWAB STRATEGIC TR
New
Shares307.2K
Event2026-06-30
Filed2026-07-13
IHG
INTERCONTINENTAL HOTELS GROU
New
Shares347.9K
Event2026-06-30
Filed2026-07-13
ADP
AUTOMATIC DATA PROCESSING IN
New
Shares154.9K
Event2026-06-30
Filed2026-07-13
BA
BOEING CO
New
Shares194.8K
Event2026-06-30
Filed2026-07-13
UBER
UBER TECHNOLOGIES INC
-47.60%
Shares4.8K
Event2026-06-30
Filed2026-07-13
AFL
AFLAC INC
New
Shares111.9K
Event2026-06-30
Filed2026-07-13
FAST
FASTENAL CO
New
Shares211.5K
Event2026-06-30
Filed2026-07-13
ATO
ATMOS ENERGY CORP
New
Shares277.4K
Event2026-06-30
Filed2026-07-13
BKR
BAKER HUGHES COMPANY
New
Shares159.7K
Event2026-06-30
Filed2026-07-13
COR
CENCORA INC
New
Shares130.6K
Event2026-06-30
Filed2026-07-13
SNOWFLAKE INC
SNOWFLAKE INC
New
Shares123.9K
Event2026-06-30
Filed2026-07-13
NKE
NIKE INC
New
Shares36.0K
Event2026-06-30
Filed2026-07-13
AMCX
AMC GLOBAL MEDIA INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-13
CHD
CHURCH & DWIGHT CO INC
New
Shares2.9K
Event2026-06-30
Filed2026-07-13
EIX
EDISON INTL
New
Shares153.4K
Event2026-06-30
Filed2026-07-13
DAL
DELTA AIR LINES INC
New
Shares251.1K
Event2026-06-30
Filed2026-07-13
SYK
STRYKER CORPORATION
New
Shares5.4K
Event2026-06-30
Filed2026-07-13
CFG
CITIZENS FINL GROUP INC
New
Shares29.2K
Event2026-06-30
Filed2026-07-13
DOMINION ENERGY INC
DOMINION ENERGY INC
New
Shares156.8K
Event2026-06-30
Filed2026-07-13
MDLZ
MONDELEZ INTL INC
New
Shares78.2K
Event2026-06-30
Filed2026-07-13
MMI
MARCUS & MILLICHAP INC
New
Shares152
Event2026-06-30
Filed2026-07-13
NCMI
NATIONAL CINEMEDIA INC
New
Shares256
Event2026-06-30
Filed2026-07-13
WELL
WELLTOWER INC
New
Shares21.4K
Event2026-06-30
Filed2026-07-13
AA
ALCOA CORP
New
Shares80.4K
Event2026-06-30
Filed2026-07-13
IWO
ISHARES TR
1075.05%
Shares59.6K
Event2026-06-30
Filed2026-07-13
BALL
BALL CORP
New
Shares36.5K
Event2026-06-30
Filed2026-07-13
BK
BANK OF NY MELLON CORP
New
Shares107.8K
Event2026-06-30
Filed2026-07-13
DHI
D R HORTON INC
New
Shares238.5K
Event2026-06-30
Filed2026-07-13
WSFS
WSFS FINL CORP
New
Shares3.6K
Event2026-06-30
Filed2026-07-13
BKNG
BOOKING HOLDINGS INC
206264.06%
Shares264.1K
Event2026-06-30
Filed2026-07-13
DB
DEUTSCHE BK AG
New
Shares250.0K
Event2026-06-30
Filed2026-07-13
IJT
ISHARES TR
New
Shares21.0K
Event2026-06-30
Filed2026-07-13
GSK PLC
GSK PLC
New
Shares250.1K
Event2026-06-30
Filed2026-07-13
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares68.0K
Event2026-06-30
Filed2026-07-13
MC
MOELIS & CO
739.55%
Shares102.6K
Event2026-06-30
Filed2026-07-13
CM
CANADIAN IMPERIAL BANK OF CO
New
Shares250.0K
Event2026-06-30
Filed2026-07-13
MGPI
MGP INGREDIENTS INC NEW
New
Shares1.9K
Event2026-06-30
Filed2026-07-13
MSI
MOTOROLA SOLUTIONS INC
New
Shares69.8K
Event2026-06-30
Filed2026-07-13
GOLF
ACUSHNET HLDGS CORP
489.98%
Shares59.4K
Event2026-06-30
Filed2026-07-13
AXON
AXON ENTERPRISE INC
New
Shares67.4K
Event2026-06-30
Filed2026-07-13
ALMU
AELUMA INC
New
Shares2.4K
Event2026-06-30
Filed2026-07-13
RNST
RENASANT CORP
New
Shares231
Event2026-06-30
Filed2026-07-13
HIG
HARTFORD INSURANCE GROUP INC
New
Shares34.6K
Event2026-06-30
Filed2026-07-13
IRM
IRON MTN INC DEL
New
Shares81.4K
Event2026-06-30
Filed2026-07-13
OZK
BANK OZK LITTLE ROCK ARK
New
Shares1.7K
Event2026-06-30
Filed2026-07-13
SHW
SHERWIN WILLIAMS CO
New
Shares13.6K
Event2026-06-30
Filed2026-07-13
LUMN
LUMEN TECHNOLOGIES INC
New
Shares326
Event2026-06-30
Filed2026-07-13
SGHT
SIGHT SCIENCES INC
New
Shares480
Event2026-06-30
Filed2026-07-13
UGI
UGI CORP NEW
New
Shares24.1K
Event2026-06-30
Filed2026-07-13
IVE
ISHARES TR
New
Shares160.0K
Event2026-06-30
Filed2026-07-13
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
New
Shares73.2K
Event2026-06-30
Filed2026-07-13
AES CORP
AES CORP
New
Shares77.1K
Event2026-06-30
Filed2026-07-13
AMBARELLA INC
AMBARELLA INC
New
Shares934
Event2026-06-30
Filed2026-07-13
MKL
MARKEL GROUP INC
New
Shares763
Event2026-06-30
Filed2026-07-13
TCBI
TEXAS CAP BANCSHARES INC
New
Shares10.5K
Event2026-06-30
Filed2026-07-13
MGA
MAGNA INTL INC
New
Shares153.3K
Event2026-06-30
Filed2026-07-13
SDRL
SEADRILL LTD
New
Shares3.9K
Event2026-06-30
Filed2026-07-13
TAP
MOLSON COORS BEVERAGE CO
New
Shares459
Event2026-06-30
Filed2026-07-13
BELFB
BEL FUSE INC
New
Shares118.6K
Event2026-06-30
Filed2026-07-13
ALLEGION PLC
ALLEGION PLC
New
Shares66.1K
Event2026-06-30
Filed2026-07-13
IR
INGERSOLL RAND INC
New
Shares6.1K
Event2026-06-30
Filed2026-07-13
PNW
PINNACLE WEST CAP CORP
New
Shares8.5K
Event2026-06-30
Filed2026-07-13
ATEC
ALPHATEC HLDGS INC
New
Shares13.7K
Event2026-06-30
Filed2026-07-13
CROWDSTRIKE HLDGS INC
CROWDSTRIKE HLDGS INC
New
Shares55.2K
Event2026-06-30
Filed2026-07-13
VLTO
VERALTO CORP
New
Shares11.2K
Event2026-06-30
Filed2026-07-13
ATEX
ANTERIX INC
New
Shares250.0K
Event2026-06-30
Filed2026-07-13
FCN
FTI CONSULTING INC
848.57%
Shares46.9K
Event2026-06-30
Filed2026-07-13
FANG
DIAMONDBACK ENERGY INC
New
Shares31.6K
Event2026-06-30
Filed2026-07-13
MKS INC.
MKS INC.
New
Shares8.4K
Event2026-06-30
Filed2026-07-13
SFM
SPROUTS FMRS MKT INC
New
Shares10.8K
Event2026-06-30
Filed2026-07-13
ATMU
ATMUS FILTRATION TECHNOLOGIE
New
Shares250.0K
Event2026-06-30
Filed2026-07-13
AIP
ARTERIS INC
New
Shares353
Event2026-06-30
Filed2026-07-13
AMBP
ARDAGH METAL PACKAGING S A
New
Shares376
Event2026-06-30
Filed2026-07-13
VT
VANGUARD INTL EQUITY INDEX F
New
Shares200.8K
Event2026-06-30
Filed2026-07-13
GWW
WW GRAINGER INC
New
Shares195.1K
Event2026-06-30
Filed2026-07-13
INMB
INMUNE BIO INC
New
Shares255
Event2026-06-30
Filed2026-07-13
XEL
XCEL ENERGY INC
New
Shares105.8K
Event2026-06-30
Filed2026-07-13
ATLO
AMES NATL CORP
New
Shares240.0K
Event2026-06-30
Filed2026-07-13
APPS
DIGITAL TURBINE INC
New
Shares3.0K
Event2026-06-30
Filed2026-07-13
AAT
AMERICAN ASSETS TR INC
New
Shares18.2K
Event2026-06-30
Filed2026-07-13
ADMA
ADMA BIOLOGICS INC
New
Shares9.1K
Event2026-06-30
Filed2026-07-13
DNUT
KRISPY KREME INC
New
Shares3.1K
Event2026-06-30
Filed2026-07-13
NVR
NVR INC
New
Shares5.3K
Event2026-06-30
Filed2026-07-13
PNR
PENTAIR PLC
New
Shares95.1K
Event2026-06-30
Filed2026-07-13
HRTX
HERON THERAPEUTICS INC
New
Shares2.5K
Event2026-06-30
Filed2026-07-13
NOVT
NOVANTA INC
New
Shares12.8K
Event2026-06-30
Filed2026-07-13
ABR
ARBOR REALTY TRUST INC
New
Shares8.8K
Event2026-06-30
Filed2026-07-13
DHY
CREDIT SUISSE HIGH YIELD CRE
New
Shares1.6K
Event2026-06-30
Filed2026-07-13
PPG
PPG INDS INC
New
Shares28.1K
Event2026-06-30
Filed2026-07-13
ADEA
ADEIA INC
New
Shares8.2K
Event2026-06-30
Filed2026-07-13
BCPC
BALCHEM CORP
2369.72%
Shares31.0K
Event2026-06-30
Filed2026-07-13
BL
BLACKLINE INC
New
Shares332
Event2026-06-30
Filed2026-07-13
HAL
HALLIBURTON CO
New
Shares3.5K
Event2026-06-30
Filed2026-07-13
MNST
MONSTER BEVERAGE CORP NEW
New
Shares30.6K
Event2026-06-30
Filed2026-07-13
VIG
VANGUARD SPECIALIZED FUNDS
8839.29%
Shares126.0K
Event2026-06-30
Filed2026-07-13
FOX
FOX CORP
New
Shares740
Event2026-06-30
Filed2026-07-13
ITT
ITT INC
New
Shares8.6K
Event2026-06-30
Filed2026-07-13
WNEB
WESTERN NEW ENG BANCORP INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-13
BP
BP PLC
New
Shares200.1K
Event2026-06-30
Filed2026-07-13
EQNR
EQUINOR ASA
New
Shares200.0K
Event2026-06-30
Filed2026-07-13
ALV
AUTOLIV INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-13
WTW
WILLIS TOWERS WATSON PLC LTD
New
Shares10.6K
Event2026-06-30
Filed2026-07-13
OKE
ONEOK INC NEW
New
Shares81.8K
Event2026-06-30
Filed2026-07-13
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
New
Shares70.2K
Event2026-06-30
Filed2026-07-13
ANTERO RESOURCES CORP
ANTERO RESOURCES CORP
New
Shares2.8K
Event2026-06-30
Filed2026-07-13
ASST
STRIVE INC
New
Shares5.2K
Event2026-06-30
Filed2026-07-13
CRCL
CIRCLE INTERNET GROUP INC
New
Shares46.6K
Event2026-06-30
Filed2026-07-13
BMY
BRISTOL-MYERS SQUIBB CO
1367.15%
Shares81.2K
Event2026-06-30
Filed2026-07-13
ASH
ASHLAND INC
New
Shares7.2K
Event2026-06-30
Filed2026-07-13
OTTR
OTTER TAIL CORP
New
Shares790
Event2026-06-30
Filed2026-07-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Curated Wealth Partners LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo