Sponsored

The Analysis of INSPIRE TRUST CO, N.A.'s Holdings & P&L

Currently, INSPIRE TRUST CO, N.A. holds 111 types of securities in its portfolio with a total value $727.3M. In the most recent quarter, they have increased their positions in BKNG (+34.0K shares, valued at $6.1M), APH (+32.0K shares, valued at $5.6M), PG (+33.0K shares, valued at $4.8M); decreased their positions in N/A (-11.0K shares, valued at $4.6M), N/A (-3.5K shares, valued at $1.3M), N/A (-11.2K shares, valued at $1.3M); initiated new positions in APH (+32.0K shares, valued at $5.6M), PG (+33.0K shares, valued at $4.8M), RDDT (+20.0K shares, valued at $3.5M).

1M P&L

-1.1M-0.20%

3M P&L

+25.8M+4.80%

HY P&L

+46.4M+9.00%

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/A81.6M

15.2%

2Software - Infrastructure25.7M

4.8%

3Drug Manufacturers - General24.4M

4.6%

Top Industries by Stock Count

1N/A9 stocks

10.2%

2REIT - Specialty5 stocks

5.7%

3Drug Manufacturers - General4 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEMG ISHARES CORE MSCI EMERGING350.0K shares0.00%2026-06-302026-08-05

ISHARES TR CORE MSCI EAFE ISHARES TR CORE MSCI EAFE259.0K shares0.00%2026-06-302026-08-05

BROADCOM INC. BROADCOM INC.54.7K shares-6.00%2026-06-302026-08-05

GOOG ALPHABET INC. CLASS C57.4K shares3.61%2026-06-302026-08-05

AAPL APPLE INC.68.1K shares0.00%2026-06-302026-08-05

IJT ISHARES TR S&P SML 600 GWT110.0K shares7.84%2026-06-302026-08-05

MSFT MICROSOFT CORP.48.8K shares6.55%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MFG LTD AD36.0K shares-5.26%2026-06-302026-08-05

Sponsored

NEXTERA ENERGY INC. NEXTERA ENERGY INC.177.0K shares20.67%2026-06-302026-08-05

RAYTHEON TECHNOLOGIES CORP. RAYTHEON TECHNOLOGIES CORP.72.6K shares12.38%2026-06-302026-08-05

JPMORGAN CHASE & CO. JPMORGAN CHASE & CO.41.5K shares-0.17%2026-06-302026-08-05

VOT VANGUARD MORNINGSTAR MID-CAP GR43.5K shares7.41%2026-06-302026-08-05

VISA INC. CLASS A VISA INC. CLASS A37.0K shares4.04%2026-06-302026-08-05

CVX CHEVRON CORP.73.5K shares9.57%2026-06-302026-08-05

CHUBB LIMITED COM CHUBB LIMITED COM32.1K shares1.58%2026-06-302026-08-05

AMZN AMAZON.COM INC.44.8K shares7.17%2026-06-302026-08-05

Sponsored

ORACLE CORP. ORACLE CORP.70.0K shares10.18%2026-06-302026-08-05

C CITIGROUP INC COM NEW67.0K shares-4.29%2026-06-302026-08-05

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS64.0K shares1.59%2026-06-302026-08-05

SPMD STATE STREET SPDR SER TR PORTFO130.6K shares0.00%2026-06-302026-08-05

MS MORGAN STANLEY COM NEW42.0K shares-4.55%2026-06-302026-08-05

CISCO SYSTEMS INC. CISCO SYSTEMS INC.74.0K shares-13.13%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS CO30.0K shares4.17%2026-06-302026-08-05

SRE SEMPRA COM89.5K shares23.45%2026-06-302026-08-05

Sponsored

DAL DELTA AIR LINES INC DEL COM NEW88.0K shares-4.35%2026-06-302026-08-05

FERG FERGUSON ENTERPRISES INC34.5K shares9.52%2026-06-302026-08-05

WMB WILLIAMS COS INC COM108.5K shares5.85%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON31.5K shares10.23%2026-06-302026-08-05

STT STATE STR CORP COM46.0K shares-8.00%2026-06-302026-08-05

3M CO COM 3M CO COM48.0K shares4.35%2026-06-302026-08-05

UBS UBS GROUP AG SHS155.0K shares-3.13%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB COMPANY130.0K shares0.00%2026-06-302026-08-05

Sponsored

FTNT FORTINET INC COM48.5K shares-7.62%2026-06-302026-08-05

SLB SLB LIMITED159.5K shares8.14%2026-06-302026-08-05

J JACOBS SOLUTIONS INC COM57.2K shares11.07%2026-06-302026-08-05

WY WEYERHAEUSER CO MTN BE COM NEW290.0K shares5.45%2026-06-302026-08-05

PLD PROLOGIS INC. COM51.0K shares0.00%2026-06-302026-08-05

IJS ISHARES S&P SMALL-CAP 600 VALUE50.0K shares11.11%2026-06-302026-08-05

LIN LINDE13.0K shares8.04%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC. CLASS B13.2K shares-0.41%2026-06-302026-08-05

Sponsored

TFC TRUIST FINL CORP COM130.0K shares-0.76%2026-06-302026-08-05

OGE OGE ENERGY CORP COM132.0K shares0.00%2026-06-302026-08-05

COSTCO WHOLESALE CORP. COSTCO WHOLESALE CORP.6.7K shares17.24%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC COM35.1K shares3013.92%2026-06-302026-08-05

SHEL SHELL PLC SPON ADS80.0K shares23.08%2026-06-302026-08-05

SBUX STARBUCKS CORP COM60.0K shares0.00%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC COM83.0K shares13.54%2026-06-302026-08-05

DIS WALT DISNEY COMPANY62.0K shares0.00%2026-06-302026-08-05

Sponsored

TGT TARGET CORP COM45.5K shares0.00%2026-06-302026-08-05

TM TOYOTA MOTOR CORP ADS35.0K shares20.69%2026-06-302026-08-05

MEDTRONIC PLC SHS MEDTRONIC PLC SHS75.0K shares8.70%2026-06-302026-08-05

UPS UNITED PARCEL SERVICE INC CL B54.0K shares0.00%2026-06-302026-08-05

SPOTIFY TECHNOLOGY SPOTIFY TECHNOLOGY12.5K shares25.00%2026-06-302026-08-05

APH AMPHENOL CLASS A32.0K sharesnew addition2026-06-302026-08-05

UNITEDHEALTH GROUP INC. UNITEDHEALTH GROUP INC.13.5K shares-44.99%2026-06-302026-08-05

BA BOEING CO COM25.5K shares0.00%2026-06-302026-08-05

Sponsored

TMO THERMO FISHER SCIENTIFIC INC.11.0K shares9.81%2026-06-302026-08-05

TJX TJX COS INC36.1K shares5.65%2026-06-302026-08-05

WFC WELLS FARGO & COMPANY64.0K shares42.22%2026-06-302026-08-05

OXY OCCIDENTAL PETE CORP COM107.0K shares-2.73%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC.122.0K shares0.00%2026-06-302026-08-05

T AT&T INC COM249.0K shares16.36%2026-06-302026-08-05

MELI MERCADOLIBRE INC3.0K shares20.00%2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE INC C40.0K shares23.08%2026-06-302026-08-05

Sponsored

PG PROCTER & GAMBLE COMPANY33.0K sharesnew addition2026-06-302026-08-05

IFF INTERNATIONAL FLAVORS&FRAGRANC59.0K shares0.00%2026-06-302026-08-05

PFE PFIZER INC.192.0K shares18.52%2026-06-302026-08-05

VRSK VERISK ANALYTICS INC25.5K shares30.77%2026-06-302026-08-05

PEP PEPSICO INC.33.0K shares0.00%2026-06-302026-08-05

DEXCOM INC COM DEXCOM INC COM65.0K shares0.00%2026-06-302026-08-05

BIIB BIOGEN INC COM20.0K shares0.00%2026-06-302026-08-05

UNP UNION PAC CORP COM15.7K shares-0.24%2026-06-302026-08-05

Sponsored

BALL BALL CORP COM67.0K shares0.00%2026-06-302026-08-05

BLK BLACKROCK INC4.1K shares13.54%2026-06-302026-08-05

RPM RPM INTERNATIONAL INC35.0K shares0.00%2026-06-302026-08-05

RH RH COM23.5K shares0.00%2026-06-302026-08-05

TMUS T-MOBILE US INC COM22.0K shares4.76%2026-06-302026-08-05

APTIV PLC SHS APTIV PLC SHS60.0K shares20.00%2026-06-302026-08-05

RDDT REDDIT CLASS A20.0K sharesnew addition2026-06-302026-08-05

CRM SALESFORCE INC.22.0K shares29.25%2026-06-302026-08-05

Sponsored

FIS FIDELITY NATL INFORMATION SVCS87.0K shares0.00%2026-06-302026-08-05

ALIBABA GROUP HLDG LTD SPONSORE ALIBABA GROUP HLDG LTD SPONSORE34.0K sharesnew addition2026-06-302026-08-05

MCD MCDONALDS CORP.12.0K sharesnew addition2026-06-302026-08-05

SPG SIMON PPTY GROUP INC NEW COM14.5K shares0.00%2026-06-302026-08-05

SLV ISHARES SILVER TR ISHARES56.5K shares5.61%2026-06-302026-08-05

CLX CLOROX CO DEL COM31.0K shares0.00%2026-06-302026-08-05

FREEPORT MCMORAN FREEPORT MCMORAN45.0K shares-8.16%2026-06-302026-08-05

MSGS MADISON SQUARE GRDN SPRT CORP C7.0K shares-17.65%2026-06-302026-08-05

Sponsored

GIS GENERAL MLS INC COM75.0K shares0.00%2026-06-302026-08-05

EQIX EQUINIX INC COM2.3K shares-8.33%2026-06-302026-08-05

AMT AMERICAN TOWER CORP NEW COM14.4K shares-0.14%2026-06-302026-08-05

O REALTY INCOME CORP COM34.0K shares0.00%2026-06-302026-08-05

UDR UDR INC COM52.0K shares0.00%2026-06-302026-08-05

PEG PUBLIC SVC ENTERPRISE GRP INC C25.0K shares8.70%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW COM NEW16.0K shares0.00%2026-06-302026-08-05

CCI CROWN CASTLE INC COM26.5K shares8.16%2026-06-302026-08-05

Sponsored

IRM IRON MTN INC DEL COM15.5K shares-11.73%2026-06-302026-08-05

EOG EOG RES INC COM14.5K shares0.00%2026-06-302026-08-05

B BARRICK MINING CORPORATION50.7K shares0.00%2026-06-302026-08-05

OKE ONEOK INC NEW COM20.0K shares0.00%2026-06-302026-08-05

MTN VAIL RESORTS INC COM12.0K shares0.00%2026-06-302026-08-05

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF1.9K shares0.00%2026-06-302026-08-05

BX BLACKSTONE INC11.7K shares0.00%2026-06-302026-08-05

DOMINION ENERGY INC COM DOMINION ENERGY INC COM20.0K shares-41.18%2026-06-302026-08-05

Sponsored

CNQ CANADIAN NATURAL RESOURCES32.0K shares0.00%2026-06-302026-08-05

ARES MANAGEMENT CORPORATION ARES MANAGEMENT CORPORATION10.5K shares0.00%2026-06-302026-08-05

ISHARES CORE U.S. AGGREGATE BON ISHARES CORE U.S. AGGREGATE BON4.5K shares0.00%2026-06-302026-08-05

SPYG STATE STREET SPDR SER TR PRTFLO3.4K sharesnew addition2026-06-302026-08-05

SPYV STATE STREET SPDR PORTFOLIO S&P4.9K sharesnew addition2026-06-302026-08-05

IJR ISHARES TR CORE S&P SCP ETF1.9K shares0.00%2026-06-302026-08-05

NVDA NVIDIA CORP.1.1K sharesnew addition2026-06-302026-08-05

IEMG

ISHARES CORE MSCI EMERGING

0.00%

Shares350.0K

Event2026-06-30

Filed2026-08-05

ISHARES TR CORE MSCI EAFE

0.00%

Shares259.0K

Event2026-06-30

Filed2026-08-05

BROADCOM INC.

-6.00%

Shares54.7K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC. CLASS C

3.61%

Shares57.4K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC.

0.00%

Shares68.1K

Event2026-06-30

Filed2026-08-05

IJT

ISHARES TR S&P SML 600 GWT

7.84%

Shares110.0K

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP.

6.55%

Shares48.8K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MFG LTD AD

-5.26%

Shares36.0K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC.

20.67%

Shares177.0K

Event2026-06-30

Filed2026-08-05

RAYTHEON TECHNOLOGIES CORP.

12.38%

Shares72.6K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO.

-0.17%

Shares41.5K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD MORNINGSTAR MID-CAP GR

7.41%

Shares43.5K

Event2026-06-30

Filed2026-08-05

VISA INC. CLASS A

4.04%

Shares37.0K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORP.

9.57%

Shares73.5K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED COM

1.58%

Shares32.1K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON.COM INC.

7.17%

Shares44.8K

Event2026-06-30

Filed2026-08-05

ORACLE CORP.

10.18%

Shares70.0K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC COM NEW

-4.29%

Shares67.0K

Event2026-06-30

Filed2026-08-05

JOHNSON CTLS INTL PLC SHS

1.59%

Shares64.0K

Event2026-06-30

Filed2026-08-05

SPMD

STATE STREET SPDR SER TR PORTFO

0.00%

Shares130.6K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY COM NEW

-4.55%

Shares42.0K

Event2026-06-30

Filed2026-08-05

CISCO SYSTEMS INC.

-13.13%

Shares74.0K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS CO

4.17%

Shares30.0K

Event2026-06-30

Filed2026-08-05

SRE

SEMPRA COM

23.45%

Shares89.5K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC DEL COM NEW

-4.35%

Shares88.0K

Event2026-06-30

Filed2026-08-05

FERG

FERGUSON ENTERPRISES INC

9.52%

Shares34.5K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC COM

5.85%

Shares108.5K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

10.23%

Shares31.5K

Event2026-06-30

Filed2026-08-05

STT

STATE STR CORP COM

-8.00%

Shares46.0K

Event2026-06-30

Filed2026-08-05

3M CO COM

4.35%

Shares48.0K

Event2026-06-30

Filed2026-08-05

UBS

UBS GROUP AG SHS

-3.13%

Shares155.0K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB COMPANY

0.00%

Shares130.0K

Event2026-06-30

Filed2026-08-05

FTNT

FORTINET INC COM

-7.62%

Shares48.5K

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED

8.14%

Shares159.5K

Event2026-06-30

Filed2026-08-05

JACOBS SOLUTIONS INC COM

11.07%

Shares57.2K

Event2026-06-30

Filed2026-08-05

WEYERHAEUSER CO MTN BE COM NEW

5.45%

Shares290.0K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC. COM

0.00%

Shares51.0K

Event2026-06-30

Filed2026-08-05

IJS

ISHARES S&P SMALL-CAP 600 VALUE

11.11%

Shares50.0K

Event2026-06-30

Filed2026-08-05

LIN

LINDE

8.04%

Shares13.0K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC. CLASS B

-0.41%

Shares13.2K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP COM

-0.76%

Shares130.0K

Event2026-06-30

Filed2026-08-05

OGE

OGE ENERGY CORP COM

0.00%

Shares132.0K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORP.

17.24%

Shares6.7K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC COM

3013.92%

Shares35.1K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC SPON ADS

23.08%

Shares80.0K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP COM

0.00%

Shares60.0K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC COM

13.54%

Shares83.0K

Event2026-06-30

Filed2026-08-05

DIS

WALT DISNEY COMPANY

0.00%

Shares62.0K

Event2026-06-30

Filed2026-08-05

TGT

TARGET CORP COM

0.00%

Shares45.5K

Event2026-06-30

Filed2026-08-05

TOYOTA MOTOR CORP ADS

20.69%

Shares35.0K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC SHS

8.70%

Shares75.0K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SERVICE INC CL B

0.00%

Shares54.0K

Event2026-06-30

Filed2026-08-05

SPOTIFY TECHNOLOGY

25.00%

Shares12.5K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CLASS A

New

Shares32.0K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC.

-44.99%

Shares13.5K

Event2026-06-30

Filed2026-08-05

BOEING CO COM

0.00%

Shares25.5K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC.

9.81%

Shares11.0K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC

5.65%

Shares36.1K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & COMPANY

42.22%

Shares64.0K

Event2026-06-30

Filed2026-08-05

OXY

OCCIDENTAL PETE CORP COM

-2.73%

Shares107.0K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC.

0.00%

Shares122.0K

Event2026-06-30

Filed2026-08-05

AT&T INC COM

16.36%

Shares249.0K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

20.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE INC C

23.08%

Shares40.0K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE COMPANY

New

Shares33.0K

Event2026-06-30

Filed2026-08-05

IFF

INTERNATIONAL FLAVORS&FRAGRANC

0.00%

Shares59.0K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC.

18.52%

Shares192.0K

Event2026-06-30

Filed2026-08-05

VRSK

VERISK ANALYTICS INC

30.77%

Shares25.5K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC.

0.00%

Shares33.0K

Event2026-06-30

Filed2026-08-05

DEXCOM INC COM

0.00%

Shares65.0K

Event2026-06-30

Filed2026-08-05

BIIB

BIOGEN INC COM

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP COM

-0.24%

Shares15.7K

Event2026-06-30

Filed2026-08-05

BALL

BALL CORP COM

0.00%

Shares67.0K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

13.54%

Shares4.1K

Event2026-06-30

Filed2026-08-05

RPM

RPM INTERNATIONAL INC

0.00%

Shares35.0K

Event2026-06-30

Filed2026-08-05

RH COM

0.00%

Shares23.5K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC COM

4.76%

Shares22.0K

Event2026-06-30

Filed2026-08-05

APTIV PLC SHS

20.00%

Shares60.0K

Event2026-06-30

Filed2026-08-05

RDDT

REDDIT CLASS A

New

Shares20.0K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC.

29.25%

Shares22.0K

Event2026-06-30

Filed2026-08-05

FIS

FIDELITY NATL INFORMATION SVCS

0.00%

Shares87.0K

Event2026-06-30

Filed2026-08-05

ALIBABA GROUP HLDG LTD SPONSORE

New

Shares34.0K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP.

New

Shares12.0K

Event2026-06-30

Filed2026-08-05

SPG

SIMON PPTY GROUP INC NEW COM

0.00%

Shares14.5K

Event2026-06-30

Filed2026-08-05

SLV

ISHARES SILVER TR ISHARES

5.61%

Shares56.5K

Event2026-06-30

Filed2026-08-05

CLX

CLOROX CO DEL COM

0.00%

Shares31.0K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN

-8.16%

Shares45.0K

Event2026-06-30

Filed2026-08-05

MSGS

MADISON SQUARE GRDN SPRT CORP C

-17.65%

Shares7.0K

Event2026-06-30

Filed2026-08-05

GIS

GENERAL MLS INC COM

0.00%

Shares75.0K

Event2026-06-30

Filed2026-08-05

EQIX

EQUINIX INC COM

-8.33%

Shares2.3K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP NEW COM

-0.14%

Shares14.4K

Event2026-06-30

Filed2026-08-05

REALTY INCOME CORP COM

0.00%

Shares34.0K

Event2026-06-30

Filed2026-08-05

UDR

UDR INC COM

0.00%

Shares52.0K

Event2026-06-30

Filed2026-08-05

PEG

PUBLIC SVC ENTERPRISE GRP INC C

8.70%

Shares25.0K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW COM NEW

0.00%

Shares16.0K

Event2026-06-30

Filed2026-08-05

CCI

CROWN CASTLE INC COM

8.16%

Shares26.5K

Event2026-06-30

Filed2026-08-05

IRM

IRON MTN INC DEL COM

-11.73%

Shares15.5K

Event2026-06-30

Filed2026-08-05

EOG

EOG RES INC COM

0.00%

Shares14.5K

Event2026-06-30

Filed2026-08-05

BARRICK MINING CORPORATION

0.00%

Shares50.7K

Event2026-06-30

Filed2026-08-05

OKE

ONEOK INC NEW COM

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-05

MTN

VAIL RESORTS INC COM

0.00%

Shares12.0K

Event2026-06-30

Filed2026-08-05

STATE STREET SPDR S&P 500 ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

0.00%

Shares11.7K

Event2026-06-30

Filed2026-08-05

DOMINION ENERGY INC COM

-41.18%

Shares20.0K

Event2026-06-30

Filed2026-08-05

CNQ

CANADIAN NATURAL RESOURCES

0.00%

Shares32.0K

Event2026-06-30

Filed2026-08-05

ARES MANAGEMENT CORPORATION

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-05

ISHARES CORE U.S. AGGREGATE BON

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-05

SPYG

STATE STREET SPDR SER TR PRTFLO

New

Shares3.4K

Event2026-06-30

Filed2026-08-05

SPYV

STATE STREET SPDR PORTFOLIO S&P

New

Shares4.9K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR CORE S&P SCP ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORP.

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available