Sponsored

The Analysis of Howard Capital Management Group, LLC's Holdings & P&L

Currently, Howard Capital Management Group, LLC holds 150 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in MU (+600 shares, valued at $692.6K), VO (+7.4K shares, valued at $592.9K), DELL (+1.2K shares, valued at $517.8K); decreased their positions in NVDA (-19.8K shares, valued at $4.0M), GOOGL (-5.8K shares, valued at $2.1M), N/A (-2.7K shares, valued at $2.0M); initiated new positions in MU (+600 shares, valued at $692.6K), DELL (+1.2K shares, valued at $517.8K), POWL (+1.8K shares, valued at $515.4K).

1M P&L

+5.5M+0.40%

3M P&L

+112.3M+8.97%

HY P&L

+195.9M+16.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A217.1M

15.9%

2Semiconductors192.3M

14.1%

3Software - Infrastructure144.4M

10.6%

Top Industries by Stock Count

1N/A37 stocks

30.3%

2Semiconductors8 stocks

6.6%

3Drug Manufacturers - General6 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA Nvidia Corp929.7K shares-2.09%2026-06-302026-07-16

AAPL Apple Inc414.2K shares-1.00%2026-06-302026-07-16

SPDR S&P 500 ETF SPDR S&P 500 ETF145.8K shares-1.80%2026-06-302026-07-16

GOOGL Alphabet Inc. Class A285.9K shares-1.97%2026-06-302026-07-16

AMZN Amazon347.7K shares-1.02%2026-06-302026-07-16

PANW Palo Alto Networks213.7K shares-1.10%2026-06-302026-07-16

MSFT Microsoft191.8K shares0.33%2026-06-302026-07-16

JPMorgan Chase JPMorgan Chase188.4K shares-0.81%2026-06-302026-07-16

Sponsored

XAR SPDR S&P Aerospace Def ETF184.4K shares-0.80%2026-06-302026-07-16

Costco Wholesale Co Costco Wholesale Co53.1K shares-1.35%2026-06-302026-07-16

IYW iShares US Technology ETF176.5K shares-2.07%2026-06-302026-07-16

VMC Vulcan Materials139.0K shares0.22%2026-06-302026-07-16

AME Ametek Inc164.9K shares-0.08%2026-06-302026-07-16

MRK Merck & Co. Inc.307.8K shares-0.32%2026-06-302026-07-16

PH Parker-Hannifin Corp38.5K shares-0.13%2026-06-302026-07-16

TJX TJX Companies Inc247.6K shares-0.76%2026-06-302026-07-16

Sponsored

Visa Inc Class A Visa Inc Class A105.1K shares-0.47%2026-06-302026-07-16

BX Blackstone Group Inc288.1K shares0.36%2026-06-302026-07-16

KO Coca-Cola414.5K shares-0.40%2026-06-302026-07-16

VB Vanguard Small Cap ETF109.9K shares-0.34%2026-06-302026-07-16

ROK Rockwell Automation Inc66.7K shares1.21%2026-06-302026-07-16

TMO Thermo Fisher Scientific58.5K shares1.02%2026-06-302026-07-16

VCSH Vanguard Short Term Cor BD ETF356.4K shares-2.41%2026-06-302026-07-16

IQV Iqvia Holdings Inc134.7K shares0.16%2026-06-302026-07-16

Sponsored

ICE Intercontinental Exchange Inc210.4K shares0.68%2026-06-302026-07-16

EQT EQT Corp447.4K shares1.23%2026-06-302026-07-16

CRM Salesforce128.0K shares0.18%2026-06-302026-07-16

GOOG Alphabet Inc. Class C54.1K shares-0.36%2026-06-302026-07-16

ATR Aptargroup Inc138.4K shares1.07%2026-06-302026-07-16

XLV SPDR Select Sector Health Care ETF68.2K shares-0.46%2026-06-302026-07-16

IYG iShares US Financial Ser ETF93.2K shares-0.96%2026-06-302026-07-16

XLP SPDR Fund Consumer Staples ETF71.0K shares-0.80%2026-06-302026-07-16

Sponsored

IBB iShares Biotechnology ETF28.9K shares-1.01%2026-06-302026-07-16

PM Philip Morris Intl29.3K shares0.00%2026-06-302026-07-16

XLI Select Sector Industrial SPDR ETF27.2K shares6.31%2026-06-302026-07-16

QQQ Invesco QQQ Trust6.3K shares0.00%2026-06-302026-07-16

JNJ Johnson & Johnson16.6K shares-0.06%2026-06-302026-07-16

XLY SPDR Fund Consumer Discre Sel ETF33.3K shares-0.46%2026-06-302026-07-16

BRK.B Berkshire Hathaway Class B7.4K shares-6.01%2026-06-302026-07-16

AXP American Express Co8.1K shares0.00%2026-06-302026-07-16

Sponsored

MO Altria Group Inc37.3K shares0.00%2026-06-302026-07-16

ExxonMobil ExxonMobil16.2K shares-0.99%2026-06-302026-07-16

AMGN Amgen Inc.5.4K shares0.00%2026-06-302026-07-16

IVW iShares S&P 500 Growth ETF13.7K shares-0.36%2026-06-302026-07-16

QCOM Qualcomm Inc10.0K shares0.00%2026-06-302026-07-16

LLY Eli Lilly & Co1.5K shares7.25%2026-06-302026-07-16

TSLA Tesla Motors4.1K shares-1.20%2026-06-302026-07-16

XLF Financial Select Sector SPDR Fund32.1K shares-0.56%2026-06-302026-07-16

Sponsored

WMT Wal-Mart13.7K shares1.48%2026-06-302026-07-16

Broadcom Inc Broadcom Inc3.5K shares-1.39%2026-06-302026-07-16

KRG Kite Realty Group Trust46.6K shares0.00%2026-06-302026-07-16

GE General Electric Co3.3K shares0.00%2026-06-302026-07-16

GEV GE Vernova Inc1.0K shares0.00%2026-06-302026-07-16

TSM Taiwan Semiconductor ADR2.5K shares68.73%2026-06-302026-07-16

Oracle Corp Oracle Corp7.8K shares0.00%2026-06-302026-07-16

PG Procter & Gamble7.5K shares0.00%2026-06-302026-07-16

Sponsored

MDLZ Mondelez Intl Class A18.4K shares0.00%2026-06-302026-07-16

IBM IBM3.7K shares-1.33%2026-06-302026-07-16

INTC Intel Corp7.4K shares6.39%2026-06-302026-07-16

AMD Advanced Micro Devices1.7K shares41.32%2026-06-302026-07-16

RSP Invesco S&P 500 Eql WGHT ETF4.6K shares-20.67%2026-06-302026-07-16

Southern Co Southern Co9.5K shares-1.86%2026-06-302026-07-16

CVX Chevron Corp.5.5K shares-0.18%2026-06-302026-07-16

Meta Platforms, Inc. Meta Platforms, Inc.1.6K shares-1.05%2026-06-302026-07-16

Sponsored

BAC Bank Of America Corp15.7K shares0.00%2026-06-302026-07-16

VOO Vanguard S&P 500 ETF1.3K shares0.00%2026-06-302026-07-16

Cisco Systems Cisco Systems7.6K shares-11.66%2026-06-302026-07-16

OEF iShares S&P 100 ETF2.4K shares0.00%2026-06-302026-07-16

IBIT iShares Bitcoin TR25.5K shares-1.07%2026-06-302026-07-16

HD Home Depot2.3K shares-12.12%2026-06-302026-07-16

Ameriprise Financial Ameriprise Financial1.8K shares0.00%2026-06-302026-07-16

HPP Hudson Pac PPTYS Inc52.6K shares0.00%2026-06-302026-07-16

Sponsored

VO Vanguard Mid-Cap ETF9.8K shares300.00%2026-06-302026-07-16

CGGO Capital Group Global Growth Equity ETF18.6K shares0.00%2026-06-302026-07-16

DIS Disney Walt Co8.1K shares-5.77%2026-06-302026-07-16

ISRG Intuitive Surgical1.9K shares-2.63%2026-06-302026-07-16

MCD McDonald's2.7K shares0.00%2026-06-302026-07-16

XLC SPDR Communication SVS SLCT Sec ETF6.8K shares1.61%2026-06-302026-07-16

MU Micron Technology Inc600 sharesnew addition2026-06-302026-07-16

IJR iShares Core S&P Small-Cap ETF4.4K shares0.00%2026-06-302026-07-16

Sponsored

iShares Core S&P 500 ETF iShares Core S&P 500 ETF856 shares0.00%2026-06-302026-07-16

UNP Union Pacific Corp2.2K shares0.00%2026-06-302026-07-16

PEP Pepsico Inc4.4K shares0.00%2026-06-302026-07-16

SPDW SPDR Portfolio Developed World Ex-US ETF11.2K shares0.00%2026-06-302026-07-16

DE Deere & Co865 shares0.00%2026-06-302026-07-16

SAP SAP Se Sponsored ADR3.4K shares0.00%2026-06-302026-07-16

DELL Dell Technologies Inc1.2K sharesnew addition2026-06-302026-07-16

POWL Powell Industries Inc1.8K sharesnew addition2026-06-302026-07-16

Sponsored

Abbvie Inc Abbvie Inc2.0K shares0.00%2026-06-302026-07-16

Raytheon Technologies Co Raytheon Technologies Co2.6K shares8.32%2026-06-302026-07-16

PHO Invesco Water Resources ETF7.1K shares-1.08%2026-06-302026-07-16

BK Bank Of NY Mellon Co3.4K shares0.00%2026-06-302026-07-16

NSC Norfolk Southern Co1.5K shares0.00%2026-06-302026-07-16

Palantir Technologies Inc Class A Palantir Technologies Inc Class A4.0K shares2.30%2026-06-302026-07-16

VIG Vanguard Dividend Appreciation ETF1.9K shares0.00%2026-06-302026-07-16

WFC Wells Fargo & Co5.5K shares0.00%2026-06-302026-07-16

Sponsored

DHI D R Horton Co2.7K shares0.00%2026-06-302026-07-16

MDY SPDR S&P Midcap 400 ETF615 shares0.00%2026-06-302026-07-16

T AT&T19.6K shares0.00%2026-06-302026-07-16

PFGC Performance Food3.6K shares0.00%2026-06-302026-07-16

SPDR Portfolio S&P 500 ETF SPDR Portfolio S&P 500 ETF4.4K shares0.00%2026-06-302026-07-16

XYL Xylem Inc.3.2K shares-7.09%2026-06-302026-07-16

O Realty Income Corp6.0K shares0.00%2026-06-302026-07-16

ALL Allstate Corp Com1.5K shares0.00%2026-06-302026-07-16

Sponsored

Nextera Energy Inc Nextera Energy Inc3.8K shares0.00%2026-06-302026-07-16

SPG Simon Property Group1.5K shares0.00%2026-06-302026-07-16

GD General Dynamics Corp918 shares0.00%2026-06-302026-07-16

Lumentum Holdings Inc Lumentum Holdings Inc350 shares0.00%2026-06-302026-07-16

ASML Asml Holding NV150 sharesnew addition2026-06-302026-07-16

TXN Texas Instruments979 sharesnew addition2026-06-302026-07-16

EMR Emerson Electric Co2.0K shares0.00%2026-06-302026-07-16

BSV Vanguard Short-Term Bond ETF3.6K shares0.00%2026-06-302026-07-16

Sponsored

XLK SPDR Technology Select ETF1.5K sharesnew addition2026-06-302026-07-16

MS Morgan Stanley1.3K shares0.00%2026-06-302026-07-16

LIN Linde PLC528 shares0.00%2026-06-302026-07-16

SCHX Schwab US Large Cap ETF9.2K shares0.00%2026-06-302026-07-16

EME Emcor Group Inc325 shares0.00%2026-06-302026-07-16

Honeywell Intl Inc Com Honeywell Intl Inc Com1.2K sharesnew addition2026-06-302026-07-16

CAT Caterpillar250 sharesnew addition2026-06-302026-07-16

APH Amphenol Corp CL A1.5K sharesnew addition2026-06-302026-07-16

Sponsored

Honeywell Aerospace Inc Com Honeywell Aerospace Inc Com1.2K sharesnew addition2026-06-302026-07-16

SPYV SPDR Portfolio S&P 500 Value ETF4.3K shares0.00%2026-06-302026-07-16

HIG Hartford Financial1.9K shares-17.35%2026-06-302026-07-16

PFE Pfizer10.7K shares-15.77%2026-06-302026-07-16

WCN Waste Connections1.5K shares0.00%2026-06-302026-07-16

MRVL Marvell Tech Group LTD850 sharesnew addition2026-06-302026-07-16

Dominion Energy Inc Dominion Energy Inc3.6K shares0.00%2026-06-302026-07-16

LHX L3harris811 shares0.00%2026-06-302026-07-16

Sponsored

S&P Global Inc S&P Global Inc569 shares-35.56%2026-06-302026-07-16

Travelers Companies Travelers Companies692 shares0.00%2026-06-302026-07-16

DIA SPDR Dow Jones Industrial Avr ETF420 sharesnew addition2026-06-302026-07-16

GS Goldman Sachs Group214 shares-41.21%2026-06-302026-07-16

IDGT iShares North American Tech ETF1.8K sharesnew addition2026-06-302026-07-16

IVE iShares S&P 500 Value ETF917 sharesnew addition2026-06-302026-07-16

ETHA iShares Ethereum TR (SHS)17.4K shares0.00%2026-06-302026-07-16

ICLN iShares Global Clean Energy ETF10.0K shares0.00%2026-06-302026-07-16

Sponsored

BMY Bristol-Myers Squibb3.5K shares0.00%2026-06-302026-07-16

GLW Corning Inc700 sharesnew addition2026-06-302026-07-16

GLD SPDR Gold Shares ETF422 shares0.00%2026-06-302026-07-16

Wal-Mart De Mexico Wal-Mart De Mexico51.2K shares0.00%2026-06-302026-07-16

Netflix Inc Netflix Inc2.0K shares-16.13%2026-06-302026-07-16

PPLT Abrdn Phys Platinum ETF10.0K sharesnew addition2026-06-302026-07-16

DUK Duke Energy Corp1.0K shares-0.99%2026-06-302026-07-16

FIGS Figs Inc CL A10.9K shares0.00%2026-06-302026-07-16

Sponsored

PTON Peloton Interactive Inc18.0K sharesnew addition2026-06-302026-07-16

Altair Global Credit Altair Global Credit57.0K shares-17.48%2026-06-302026-07-16

DHF BNY Mellon High Yield Strategy Fund10.0K shares0.00%2026-06-302026-07-16

Bion Enviro Tech Bion Enviro Tech55.2K shares0.00%2026-06-302026-07-16

UPS United Parcel SRVC Class B18 shares0.00%2026-06-302026-07-16

Sigyn Therapeutics Inc Sigyn Therapeutics Inc53.0K sharesnew addition2026-06-302026-07-16

NVDA

Nvidia Corp

-2.09%

Shares929.7K

Event2026-06-30

Filed2026-07-16

AAPL

Apple Inc

-1.00%

Shares414.2K

Event2026-06-30

Filed2026-07-16

SPDR S&P 500 ETF

-1.80%

Shares145.8K

Event2026-06-30

Filed2026-07-16

GOOGL

Alphabet Inc. Class A

-1.97%

Shares285.9K

Event2026-06-30

Filed2026-07-16

AMZN

Amazon

-1.02%

Shares347.7K

Event2026-06-30

Filed2026-07-16

PANW

Palo Alto Networks

-1.10%

Shares213.7K

Event2026-06-30

Filed2026-07-16

MSFT

Microsoft

0.33%

Shares191.8K

Event2026-06-30

Filed2026-07-16

JPMorgan Chase

-0.81%

Shares188.4K

Event2026-06-30

Filed2026-07-16

XAR

SPDR S&P Aerospace Def ETF

-0.80%

Shares184.4K

Event2026-06-30

Filed2026-07-16

Costco Wholesale Co

-1.35%

Shares53.1K

Event2026-06-30

Filed2026-07-16

IYW

iShares US Technology ETF

-2.07%

Shares176.5K

Event2026-06-30

Filed2026-07-16

VMC

Vulcan Materials

0.22%

Shares139.0K

Event2026-06-30

Filed2026-07-16

AME

Ametek Inc

-0.08%

Shares164.9K

Event2026-06-30

Filed2026-07-16

MRK

Merck & Co. Inc.

-0.32%

Shares307.8K

Event2026-06-30

Filed2026-07-16

Parker-Hannifin Corp

-0.13%

Shares38.5K

Event2026-06-30

Filed2026-07-16

TJX

TJX Companies Inc

-0.76%

Shares247.6K

Event2026-06-30

Filed2026-07-16

Visa Inc Class A

-0.47%

Shares105.1K

Event2026-06-30

Filed2026-07-16

Blackstone Group Inc

0.36%

Shares288.1K

Event2026-06-30

Filed2026-07-16

Coca-Cola

-0.40%

Shares414.5K

Event2026-06-30

Filed2026-07-16

Vanguard Small Cap ETF

-0.34%

Shares109.9K

Event2026-06-30

Filed2026-07-16

ROK

Rockwell Automation Inc

1.21%

Shares66.7K

Event2026-06-30

Filed2026-07-16

TMO

Thermo Fisher Scientific

1.02%

Shares58.5K

Event2026-06-30

Filed2026-07-16

VCSH

Vanguard Short Term Cor BD ETF

-2.41%

Shares356.4K

Event2026-06-30

Filed2026-07-16

IQV

Iqvia Holdings Inc

0.16%

Shares134.7K

Event2026-06-30

Filed2026-07-16

ICE

Intercontinental Exchange Inc

0.68%

Shares210.4K

Event2026-06-30

Filed2026-07-16

EQT

EQT Corp

1.23%

Shares447.4K

Event2026-06-30

Filed2026-07-16

CRM

Salesforce

0.18%

Shares128.0K

Event2026-06-30

Filed2026-07-16

GOOG

Alphabet Inc. Class C

-0.36%

Shares54.1K

Event2026-06-30

Filed2026-07-16

ATR

Aptargroup Inc

1.07%

Shares138.4K

Event2026-06-30

Filed2026-07-16

XLV

SPDR Select Sector Health Care ETF

-0.46%

Shares68.2K

Event2026-06-30

Filed2026-07-16

IYG

iShares US Financial Ser ETF

-0.96%

Shares93.2K

Event2026-06-30

Filed2026-07-16

XLP

SPDR Fund Consumer Staples ETF

-0.80%

Shares71.0K

Event2026-06-30

Filed2026-07-16

IBB

iShares Biotechnology ETF

-1.01%

Shares28.9K

Event2026-06-30

Filed2026-07-16

Philip Morris Intl

0.00%

Shares29.3K

Event2026-06-30

Filed2026-07-16

XLI

Select Sector Industrial SPDR ETF

6.31%

Shares27.2K

Event2026-06-30

Filed2026-07-16

QQQ

Invesco QQQ Trust

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-16

JNJ

Johnson & Johnson

-0.06%

Shares16.6K

Event2026-06-30

Filed2026-07-16

XLY

SPDR Fund Consumer Discre Sel ETF

-0.46%

Shares33.3K

Event2026-06-30

Filed2026-07-16

BRK.B

Berkshire Hathaway Class B

-6.01%

Shares7.4K

Event2026-06-30

Filed2026-07-16

AXP

American Express Co

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-16

Altria Group Inc

0.00%

Shares37.3K

Event2026-06-30

Filed2026-07-16

ExxonMobil

-0.99%

Shares16.2K

Event2026-06-30

Filed2026-07-16

AMGN

Amgen Inc.

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-16

IVW

iShares S&P 500 Growth ETF

-0.36%

Shares13.7K

Event2026-06-30

Filed2026-07-16

QCOM

Qualcomm Inc

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

LLY

Eli Lilly & Co

7.25%

Shares1.5K

Event2026-06-30

Filed2026-07-16

TSLA

Tesla Motors

-1.20%

Shares4.1K

Event2026-06-30

Filed2026-07-16

XLF

Financial Select Sector SPDR Fund

-0.56%

Shares32.1K

Event2026-06-30

Filed2026-07-16

WMT

Wal-Mart

1.48%

Shares13.7K

Event2026-06-30

Filed2026-07-16

Broadcom Inc

-1.39%

Shares3.5K

Event2026-06-30

Filed2026-07-16

KRG

Kite Realty Group Trust

0.00%

Shares46.6K

Event2026-06-30

Filed2026-07-16

General Electric Co

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

GEV

GE Vernova Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-16

TSM

Taiwan Semiconductor ADR

68.73%

Shares2.5K

Event2026-06-30

Filed2026-07-16

Oracle Corp

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-16

Procter & Gamble

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-16

MDLZ

Mondelez Intl Class A

0.00%

Shares18.4K

Event2026-06-30

Filed2026-07-16

IBM

-1.33%

Shares3.7K

Event2026-06-30

Filed2026-07-16

INTC

Intel Corp

6.39%

Shares7.4K

Event2026-06-30

Filed2026-07-16

AMD

Advanced Micro Devices

41.32%

Shares1.7K

Event2026-06-30

Filed2026-07-16

RSP

Invesco S&P 500 Eql WGHT ETF

-20.67%

Shares4.6K

Event2026-06-30

Filed2026-07-16

Southern Co

-1.86%

Shares9.5K

Event2026-06-30

Filed2026-07-16

CVX

Chevron Corp.

-0.18%

Shares5.5K

Event2026-06-30

Filed2026-07-16

Meta Platforms, Inc.

-1.05%

Shares1.6K

Event2026-06-30

Filed2026-07-16

BAC

Bank Of America Corp

0.00%

Shares15.7K

Event2026-06-30

Filed2026-07-16

VOO

Vanguard S&P 500 ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

Cisco Systems

-11.66%

Shares7.6K

Event2026-06-30

Filed2026-07-16

OEF

iShares S&P 100 ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-16

IBIT

iShares Bitcoin TR

-1.07%

Shares25.5K

Event2026-06-30

Filed2026-07-16

Home Depot

-12.12%

Shares2.3K

Event2026-06-30

Filed2026-07-16

Ameriprise Financial

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

HPP

Hudson Pac PPTYS Inc

0.00%

Shares52.6K

Event2026-06-30

Filed2026-07-16

Vanguard Mid-Cap ETF

300.00%

Shares9.8K

Event2026-06-30

Filed2026-07-16

CGGO

Capital Group Global Growth Equity ETF

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-16

DIS

Disney Walt Co

-5.77%

Shares8.1K

Event2026-06-30

Filed2026-07-16

ISRG

Intuitive Surgical

-2.63%

Shares1.9K

Event2026-06-30

Filed2026-07-16

MCD

McDonald's

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-16

XLC

SPDR Communication SVS SLCT Sec ETF

1.61%

Shares6.8K

Event2026-06-30

Filed2026-07-16

Micron Technology Inc

New

Shares600

Event2026-06-30

Filed2026-07-16

IJR

iShares Core S&P Small-Cap ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-16

iShares Core S&P 500 ETF

0.00%

Shares856

Event2026-06-30

Filed2026-07-16

UNP

Union Pacific Corp

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-16

PEP

Pepsico Inc

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-16

SPDW

SPDR Portfolio Developed World Ex-US ETF

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-16

Deere & Co

0.00%

Shares865

Event2026-06-30

Filed2026-07-16

SAP

SAP Se Sponsored ADR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

DELL

Dell Technologies Inc

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

POWL

Powell Industries Inc

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

Abbvie Inc

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

Raytheon Technologies Co

8.32%

Shares2.6K

Event2026-06-30

Filed2026-07-16

PHO

Invesco Water Resources ETF

-1.08%

Shares7.1K

Event2026-06-30

Filed2026-07-16

Bank Of NY Mellon Co

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-16

NSC

Norfolk Southern Co

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

Palantir Technologies Inc Class A

2.30%

Shares4.0K

Event2026-06-30

Filed2026-07-16

VIG

Vanguard Dividend Appreciation ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-16

WFC

Wells Fargo & Co

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-16

DHI

D R Horton Co

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-16

MDY

SPDR S&P Midcap 400 ETF

0.00%

Shares615

Event2026-06-30

Filed2026-07-16

AT&T

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-16

PFGC

Performance Food

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-16

SPDR Portfolio S&P 500 ETF

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-16

XYL

Xylem Inc.

-7.09%

Shares3.2K

Event2026-06-30

Filed2026-07-16

Realty Income Corp

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-16

ALL

Allstate Corp Com

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

Nextera Energy Inc

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-16

SPG

Simon Property Group

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

General Dynamics Corp

0.00%

Shares918

Event2026-06-30

Filed2026-07-16

Lumentum Holdings Inc

0.00%

Shares350

Event2026-06-30

Filed2026-07-16

ASML

Asml Holding NV

New

Shares150

Event2026-06-30

Filed2026-07-16

TXN

Texas Instruments

New

Shares979

Event2026-06-30

Filed2026-07-16

EMR

Emerson Electric Co

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-16

BSV

Vanguard Short-Term Bond ETF

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-16

XLK

SPDR Technology Select ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

Morgan Stanley

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

LIN

Linde PLC

0.00%

Shares528

Event2026-06-30

Filed2026-07-16

SCHX

Schwab US Large Cap ETF

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-16

EME

Emcor Group Inc

0.00%

Shares325

Event2026-06-30

Filed2026-07-16

Honeywell Intl Inc Com

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

CAT

Caterpillar

New

Shares250

Event2026-06-30

Filed2026-07-16

APH

Amphenol Corp CL A

New

Shares1.5K

Event2026-06-30

Filed2026-07-16

Honeywell Aerospace Inc Com

New

Shares1.2K

Event2026-06-30

Filed2026-07-16

SPYV

SPDR Portfolio S&P 500 Value ETF

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-16

HIG

Hartford Financial

-17.35%

Shares1.9K

Event2026-06-30

Filed2026-07-16

PFE

Pfizer

-15.77%

Shares10.7K

Event2026-06-30

Filed2026-07-16

WCN

Waste Connections

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-16

MRVL

Marvell Tech Group LTD

New

Shares850

Event2026-06-30

Filed2026-07-16

Dominion Energy Inc

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-16

LHX

L3harris

0.00%

Shares811

Event2026-06-30

Filed2026-07-16

S&P Global Inc

-35.56%

Shares569

Event2026-06-30

Filed2026-07-16

Travelers Companies

0.00%

Shares692

Event2026-06-30

Filed2026-07-16

DIA

SPDR Dow Jones Industrial Avr ETF

New

Shares420

Event2026-06-30

Filed2026-07-16

Goldman Sachs Group

-41.21%

Shares214

Event2026-06-30

Filed2026-07-16

IDGT

iShares North American Tech ETF

New

Shares1.8K

Event2026-06-30

Filed2026-07-16

IVE

iShares S&P 500 Value ETF

New

Shares917

Event2026-06-30

Filed2026-07-16

ETHA

iShares Ethereum TR (SHS)

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-16

ICLN

iShares Global Clean Energy ETF

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

BMY

Bristol-Myers Squibb

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-16

GLW

Corning Inc

New

Shares700

Event2026-06-30

Filed2026-07-16

GLD

SPDR Gold Shares ETF

0.00%

Shares422

Event2026-06-30

Filed2026-07-16

Wal-Mart De Mexico

0.00%

Shares51.2K

Event2026-06-30

Filed2026-07-16

Netflix Inc

-16.13%

Shares2.0K

Event2026-06-30

Filed2026-07-16

PPLT

Abrdn Phys Platinum ETF

New

Shares10.0K

Event2026-06-30

Filed2026-07-16

DUK

Duke Energy Corp

-0.99%

Shares1.0K

Event2026-06-30

Filed2026-07-16

FIGS

Figs Inc CL A

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-16

PTON

Peloton Interactive Inc

New

Shares18.0K

Event2026-06-30

Filed2026-07-16

Altair Global Credit

-17.48%

Shares57.0K

Event2026-06-30

Filed2026-07-16

DHF

BNY Mellon High Yield Strategy Fund

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-16

Bion Enviro Tech

0.00%

Shares55.2K

Event2026-06-30

Filed2026-07-16

UPS

United Parcel SRVC Class B

0.00%

Shares18

Event2026-06-30

Filed2026-07-16

Sigyn Therapeutics Inc

New

Shares53.0K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available