Sponsored

The Analysis of WASHINGTON TRUST BANK's Holdings & P&L

Currently, WASHINGTON TRUST BANK holds 206 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in AMD (+23.0K shares, valued at $13.4M), EFA (+103.5K shares, valued at $10.7M), VO (+126.5K shares, valued at $10.2M); decreased their positions in N/A (-34.3K shares, valued at $12.9M), NVDA (-57.1K shares, valued at $11.4M), AAPL (-38.6K shares, valued at $11.2M); initiated new positions in FTSM (+9.3K shares, valued at $556.7K), UCON (+22.2K shares, valued at $551.6K), VGT (+2.9K shares, valued at $349.8K).

1M P&L

-1.5M-0.12%

3M P&L

+64.8M+5.74%

HY P&L

+84.6M+7.63%

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/A440.6M

36.9%

2Farm & Heavy Construction Machinery105.3M

8.8%

3Semiconductors75.5M

6.3%

Top Industries by Stock Count

1N/A60 stocks

33.3%

2Semiconductors7 stocks

3.9%

3Drug Manufacturers - General5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAE DIMENSIONAL ETF TRUST2.5M shares-3.53%2026-06-302026-08-05

DFAS DIMENSIONAL ETF TRUST1.1M shares-2.23%2026-06-302026-08-05

PCAR PACCAR INC750.8K shares0.00%2026-06-302026-08-05

AAPL APPLE INC215.6K shares-15.18%2026-06-302026-08-05

DFIV DIMENSIONAL ETF TRUST1.1M shares-1.80%2026-06-302026-08-05

MSFT MICROSOFT CORP145.0K shares-4.28%2026-06-302026-08-05

ISHARES TR ISHARES TR67.5K shares3.57%2026-06-302026-08-05

NVDA NVIDIA CORPORATION239.6K shares-19.26%2026-06-302026-08-05

Sponsored

PG PROCTER & GAMBLE CO240.8K shares-2.74%2026-06-302026-08-05

BROADCOM INC BROADCOM INC92.4K shares-27.05%2026-06-302026-08-05

AMZN AMAZON COM INC144.5K shares-8.83%2026-06-302026-08-05

GOOGL ALPHABET INC83.6K shares-9.52%2026-06-302026-08-05

EMB ISHARES TR272.4K shares3.43%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO76.4K shares-11.07%2026-06-302026-08-05

EFA ISHARES TR237.8K shares77.04%2026-06-302026-08-05

IWP ISHARES TR166.4K shares-4.92%2026-06-302026-08-05

Sponsored

LLY ELI LILLY & CO16.3K shares-6.81%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC18.8K shares-20.88%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION20.0K shares-6.97%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED36.0K shares-7.97%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC53.0K shares-3.37%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC30.1K shares326.55%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC70.8K shares-15.54%2026-06-302026-08-05

MRK MERCK & CO INC114.9K shares-13.36%2026-06-302026-08-05

Sponsored

DE DEERE & CO22.8K shares-10.67%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC25.2K shares-12.96%2026-06-302026-08-05

SBUX STARBUCKS CORP134.6K shares-12.99%2026-06-302026-08-05

TJX TJX COS INC NEW90.4K shares-11.74%2026-06-302026-08-05

HD HOME DEPOT INC37.1K shares-15.07%2026-06-302026-08-05

IWR ISHARES TR115.2K shares-13.84%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP12.7K shares-11.37%2026-06-302026-08-05

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC29.5K shares-16.06%2026-06-302026-08-05

Sponsored

VO VANGUARD INDEX FDS152.2K shares493.46%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC21.3K shares-14.46%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC35.7K shares-6.80%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC87.7K shares-24.14%2026-06-302026-08-05

RSG REPUBLIC SVCS INC47.5K shares-6.90%2026-06-302026-08-05

GLW CORNING INC37.7K shares-0.53%2026-06-302026-08-05

COR CENCORA INC33.8K shares-11.45%2026-06-302026-08-05

EEM ISHARES TR137.9K shares17.53%2026-06-302026-08-05

Sponsored

DIS DISNEY WALT CO96.3K shares-23.95%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP63.4K shares-7.96%2026-06-302026-08-05

GE GE AEROSPACE21.4K shares-2.63%2026-06-302026-08-05

ADI ANALOG DEVICES INC20.1K shares676.17%2026-06-302026-08-05

LRCX LAM RESEARCH CORP18.0K shares1576.86%2026-06-302026-08-05

MMC MARSH & MCLENNAN COS INC45.3K shares-21.74%2026-06-302026-08-05

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC54.1K shares-8.25%2026-06-302026-08-05

NI NISOURCE INC154.8K shares-11.95%2026-06-302026-08-05

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS19.5K shares0.31%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC72.2K shares14.18%2026-06-302026-08-05

ISTB ISHARES TR146.9K shares70.89%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW54.5K shares-11.87%2026-06-302026-08-05

VLO VALERO ENERGY CORP25.6K shares-10.12%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.91.5K shares-2.60%2026-06-302026-08-05

LIN LINDE PLC12.1K shares-10.56%2026-06-302026-08-05

JMUB J P MORGAN EXCHANGE TRADED F111.9K shares35.00%2026-06-302026-08-05

Sponsored

SCZ ISHARES TR68.6K shares16.12%2026-06-302026-08-05

MLM MARTIN MARIETTA MATLS INC9.7K shares-8.32%2026-06-302026-08-05

DLR DIGITAL RLTY TR INC30.3K shares-12.83%2026-06-302026-08-05

PLD PROLOGIS INC.39.2K shares-14.42%2026-06-302026-08-05

USB US BANCORP87.7K shares-0.41%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS72.1K shares103.41%2026-06-302026-08-05

IWM ISHARES TR17.5K shares57.60%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL8.8K shares-0.12%2026-06-302026-08-05

Sponsored

COP CONOCOPHILLIPS40.8K shares-6.44%2026-06-302026-08-05

MCO MOODYS CORP8.9K shares-1.74%2026-06-302026-08-05

VXUS VANGUARD STAR FDS45.2K shares-7.00%2026-06-302026-08-05

BKR BAKER HUGHES COMPANY69.2K shares-9.26%2026-06-302026-08-05

ECG EVERUS CONSTR GROUP22.8K shares0.00%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON14.9K shares-4.18%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.7K shares6.55%2026-06-302026-08-05

VTIP VANGUARD MALVERN FDS63.9K shares62.37%2026-06-302026-08-05

Sponsored

ISRG INTUITIVE SURGICAL INC8.0K shares-6.35%2026-06-302026-08-05

VB VANGUARD INDEX FDS9.8K shares-41.08%2026-06-302026-08-05

IWO ISHARES TR7.5K shares0.00%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC16.0K shares-0.53%2026-06-302026-08-05

IWN ISHARES TR12.8K shares0.00%2026-06-302026-08-05

GOOG ALPHABET INC7.8K shares-7.12%2026-06-302026-08-05

BAC BANK OF AMER CORP47.5K shares0.76%2026-06-302026-08-05

GBCI GLACIER BANCORP INC NEW49.8K shares0.00%2026-06-302026-08-05

Sponsored

ORACLE CORP ORACLE CORP17.4K shares0.02%2026-06-302026-08-05

EFG ISHARES TR20.5K shares-23.23%2026-06-302026-08-05

MO ALTRIA GROUP INC35.3K shares-0.66%2026-06-302026-08-05

CVX CHEVRON CORPORATION14.1K shares-1.71%2026-06-302026-08-05

SPHD INVESCO EXCH TRADED FD TR II44.5K shares-0.40%2026-06-302026-08-05

WCN WASTE CONNECTIONS INC13.1K shares0.00%2026-06-302026-08-05

SUB ISHARES TR20.3K shares536.83%2026-06-302026-08-05

MDU MDU RES GROUP INC99.6K shares0.00%2026-06-302026-08-05

Sponsored

VOO VANGUARD INDEX FDS3.1K shares0.33%2026-06-302026-08-05

HYG ISHARES TR25.4K shares83.94%2026-06-302026-08-05

DJP BARCLAYS BANK PLC44.8K shares-14.59%2026-06-302026-08-05

HYMB SPDR SERIES TRUST75.5K shares38.10%2026-06-302026-08-05

KNF KNIFE RIVER CORP22.8K shares0.00%2026-06-302026-08-05

ABBVIE INC ABBVIE INC7.3K shares-41.38%2026-06-302026-08-05

COLM COLUMBIA SPORTSWEAR CO28.8K shares0.00%2026-06-302026-08-05

IGF ISHARES TR26.1K shares-8.13%2026-06-302026-08-05

Sponsored

WFC WELLS FARGO & CO21.0K shares0.56%2026-06-302026-08-05

IVW ISHARES TR12.1K shares-3.69%2026-06-302026-08-05

C CITIGROUP INC11.6K shares0.00%2026-06-302026-08-05

BA BOEING CO7.1K shares-2.25%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC12.7K shares-4.99%2026-06-302026-08-05

ONB OLD NATL BANCORP IND52.6K shares-10.21%2026-06-302026-08-05

INTC INTEL CORP9.1K shares-7.61%2026-06-302026-08-05

WMT WALMART INC10.1K shares-4.16%2026-06-302026-08-05

Sponsored

FITB FIFTH THIRD BANCORP20.3K shares0.00%2026-06-302026-08-05

IYR ISHARES TR11.0K shares-37.78%2026-06-302026-08-05

UNP UNION PAC CORP4.1K shares-3.74%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN4.8K shares-8.34%2026-06-302026-08-05

BSV VANGUARD BD INDEX FDS13.4K shares316.58%2026-06-302026-08-05

VXF VANGUARD INDEX FDS4.2K shares-1.16%2026-06-302026-08-05

IWF ISHARES TR8.1K shares325.03%2026-06-302026-08-05

3M CO 3M CO6.1K shares-4.07%2026-06-302026-08-05

Sponsored

BWIN THE BALDWIN INSURANCE GRP IN36.2K shares0.00%2026-06-302026-08-05

VISA INC VISA INC2.7K shares-15.10%2026-06-302026-08-05

MCD MCDONALDS CORP3.3K shares-15.52%2026-06-302026-08-05

QQQ INVESCO QQQ TR1.2K shares4.50%2026-06-302026-08-05

VOT VANGUARD INDEX FDS2.6K shares-0.11%2026-06-302026-08-05

IWS ISHARES TR4.7K shares-25.61%2026-06-302026-08-05

MCK MCKESSON CORP1.0K shares-0.69%2026-06-302026-08-05

IJK ISHARES TR6.4K shares0.00%2026-06-302026-08-05

Sponsored

AMGN AMGEN INC2.0K shares0.00%2026-06-302026-08-05

GUARDANT HEALTH INC GUARDANT HEALTH INC4.6K shares0.00%2026-06-302026-08-05

CAT CATERPILLAR INC647 shares-19.53%2026-06-302026-08-05

EMR EMERSON ELEC CO4.6K shares-13.36%2026-06-302026-08-05

TEL TE CONNECTIVITY PLC3.1K shares1.43%2026-06-302026-08-05

PAYX PAYCHEX INC6.3K shares0.00%2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY1.6K shares-40.17%2026-06-302026-08-05

ESGE ISHARES INC10.9K shares-0.91%2026-06-302026-08-05

Sponsored

PEP PEPSICO INC4.3K shares-9.28%2026-06-302026-08-05

DFAC DIMENSIONAL ETF TRUST13.0K shares-3.16%2026-06-302026-08-05

STLD STEEL DYNAMICS INC2.5K shares0.00%2026-06-302026-08-05

IYW ISHARES TR2.3K shares-8.37%2026-06-302026-08-05

EXEL EXELIXIS INC10.4K shares0.00%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC777 shares-1.40%2026-06-302026-08-05

FTSM FIRST TR EXCHANGE-TRADED FD9.3K sharesnew addition2026-06-302026-08-05

MDY STATE STR SPDR S&P MIDCAP 40790 shares-0.50%2026-06-302026-08-05

Sponsored

UCON FIRST TR EXCHNG TRADED FD VI22.2K sharesnew addition2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION2.8K shares-5.29%2026-06-302026-08-05

IVE ISHARES TR2.4K shares0.00%2026-06-302026-08-05

EXPO EXPONENT INC9.1K shares-3.05%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC1.9K shares-6.43%2026-06-302026-08-05

FAST FASTENAL CO10.6K shares-15.84%2026-06-302026-08-05

DFUS DIMENSIONAL ETF TRUST6.0K shares0.00%2026-06-302026-08-05

IJR ISHARES TR3.3K shares4.05%2026-06-302026-08-05

Sponsored

KMB KIMBERLY-CLARK CORP4.4K shares0.00%2026-06-302026-08-05

ESML ISHARES TR8.6K shares0.00%2026-06-302026-08-05

HR HEALTHCARE RLTY TR23.7K shares0.00%2026-06-302026-08-05

CSX CSX CORP10.0K shares0.73%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP930 shares0.00%2026-06-302026-08-05

IEMG ISHARES INC5.7K shares-0.47%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO1.4K shares-1.73%2026-06-302026-08-05

ESS ESSEX PPTY TR INC1.6K shares0.00%2026-06-302026-08-05

Sponsored

TT TRANE TECHNOLOGIES PLC927 shares-28.36%2026-06-302026-08-05

AGNC INVT CORP AGNC INVT CORP41.7K shares0.00%2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2026-06-302026-08-05

VEA VANGUARD TAX-MANAGED FDS6.2K shares-77.28%2026-06-302026-08-05

SYK STRYKER CORPORATION1.4K shares0.00%2026-06-302026-08-05

CINF CINCINNATI FINL CORP2.4K shares0.00%2026-06-302026-08-05

IWB ISHARES TR1.1K shares0.00%2026-06-302026-08-05

IWD ISHARES TR1.8K shares-42.97%2026-06-302026-08-05

Sponsored

IJJ ISHARES TR2.9K shares0.00%2026-06-302026-08-05

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-29.96%2026-06-302026-08-05

PFE PFIZER INC16.7K shares-5.64%2026-06-302026-08-05

MEDTRONIC PLC MEDTRONIC PLC5.0K shares-2.18%2026-06-302026-08-05

KO COCA COLA CO4.7K shares6.38%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC4.4K shares0.55%2026-06-302026-08-05

DFUV DIMENSIONAL ETF TRUST6.7K shares-0.71%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC757 shares25.96%2026-06-302026-08-05

Sponsored

ABT ABBOTT LABORATORIES4.0K shares-79.76%2026-06-302026-08-05

MSI MOTOROLA SOLUTIONS INC861 shares0.00%2026-06-302026-08-05

SPG SIMON PPTY GROUP INC NEW1.6K shares-10.79%2026-06-302026-08-05

EOG EOG RES INC2.7K shares0.00%2026-06-302026-08-05

VGT VANGUARD WORLD FD2.9K sharesnew addition2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC695 shares0.00%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC5.8K shares0.36%2026-06-302026-08-05

MS MORGAN STANLEY1.5K shares-4.03%2026-06-302026-08-05

Sponsored

HSY HERSHEY CO1.8K shares74.54%2026-06-302026-08-05

STE STERIS PLC1.5K shares0.00%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC258 sharesnew addition2026-06-302026-08-05

PHM PULTE GROUP INC2.1K shares-14.52%2026-06-302026-08-05

GEV GE VERNOVA INC249 shares3.75%2026-06-302026-08-05

YUM YUM BRANDS INC1.8K shares0.00%2026-06-302026-08-05

DCI DONALDSON INC3.0K shares0.00%2026-06-302026-08-05

KVUE KENVUE INC14.1K shares1.11%2026-06-302026-08-05

Sponsored

ISHARES TR ISHARES TR2.7K shares-9.78%2026-06-302026-08-05

EVRG EVERGY INC3.0K shares0.00%2026-06-302026-08-05

BRO BROWN & BROWN INC4.0K shares0.00%2026-06-302026-08-05

SMH VANECK ETF TRUST389 sharesnew addition2026-06-302026-08-05

TSLA TESLA INC594 shares2.59%2026-06-302026-08-05

KKR KKR & CO INC2.6K shares0.00%2026-06-302026-08-05

NDAQ NASDAQ INC2.9K shares0.00%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC1.7K shares-3.29%2026-06-302026-08-05

Sponsored

TSCO TRACTOR SUPPLY CO7.1K shares0.00%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO2.4K shares0.00%2026-06-302026-08-05

QXO QXO INC12.8K sharesnew addition2026-06-302026-08-05

EFV ISHARES TR2.9K shares-8.76%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F3.6K sharesnew addition2026-06-302026-08-05

EQIX EQUINIX INC205 shares-3.30%2026-06-302026-08-05

BR BROADRIDGE FINL SOLUTIONS IN1.6K shares0.00%2026-06-302026-08-05

DFAT DIMENSIONAL ETF TRUST3.0K sharesnew addition2026-06-302026-08-05

Sponsored

BLK BLACKROCK INC216 shares-5.26%2026-06-302026-08-05

TXN TEXAS INSTRS INC695 sharesnew addition2026-06-302026-08-05

JNK SPDR SERIES TRUST2.1K shares-7.61%2026-06-302026-08-05

L LOEWS CORP1.8K sharesnew addition2026-06-302026-08-05

VUG VANGUARD INDEX FDS2.4K sharesnew addition2026-06-302026-08-05

EPD ENTERPRISE PRODS PARTNERS L5.5K shares0.00%2026-06-302026-08-05

DFAE

DIMENSIONAL ETF TRUST

-3.53%

Shares2.5M

Event2026-06-30

Filed2026-08-05

DFAS

DIMENSIONAL ETF TRUST

-2.23%

Shares1.1M

Event2026-06-30

Filed2026-08-05

PCAR

PACCAR INC

0.00%

Shares750.8K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

-15.18%

Shares215.6K

Event2026-06-30

Filed2026-08-05

DFIV

DIMENSIONAL ETF TRUST

-1.80%

Shares1.1M

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

-4.28%

Shares145.0K

Event2026-06-30

Filed2026-08-05

ISHARES TR

3.57%

Shares67.5K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

-19.26%

Shares239.6K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

-2.74%

Shares240.8K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-27.05%

Shares92.4K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

-8.83%

Shares144.5K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

-9.52%

Shares83.6K

Event2026-06-30

Filed2026-08-05

EMB

ISHARES TR

3.43%

Shares272.4K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-11.07%

Shares76.4K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

77.04%

Shares237.8K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES TR

-4.92%

Shares166.4K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

-6.81%

Shares16.3K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

-20.88%

Shares18.8K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

-6.97%

Shares20.0K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

-7.97%

Shares36.0K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

-3.37%

Shares53.0K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

326.55%

Shares30.1K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

-15.54%

Shares70.8K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

-13.36%

Shares114.9K

Event2026-06-30

Filed2026-08-05

DEERE & CO

-10.67%

Shares22.8K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

-12.96%

Shares25.2K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

-12.99%

Shares134.6K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

-11.74%

Shares90.4K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

-15.07%

Shares37.1K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

-13.84%

Shares115.2K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

-11.37%

Shares12.7K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

-16.06%

Shares29.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

493.46%

Shares152.2K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

-14.46%

Shares21.3K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

-6.80%

Shares35.7K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

-24.14%

Shares87.7K

Event2026-06-30

Filed2026-08-05

RSG

REPUBLIC SVCS INC

-6.90%

Shares47.5K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

-0.53%

Shares37.7K

Event2026-06-30

Filed2026-08-05

COR

CENCORA INC

-11.45%

Shares33.8K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

17.53%

Shares137.9K

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

-23.95%

Shares96.3K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

-7.96%

Shares63.4K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

-2.63%

Shares21.4K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

676.17%

Shares20.1K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

1576.86%

Shares18.0K

Event2026-06-30

Filed2026-08-05

MMC

MARSH & MCLENNAN COS INC

-21.74%

Shares45.3K

Event2026-06-30

Filed2026-08-05

CONSTELLATION BRANDS INC

-8.25%

Shares54.1K

Event2026-06-30

Filed2026-08-05

NISOURCE INC

-11.95%

Shares154.8K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.31%

Shares19.5K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

14.18%

Shares72.2K

Event2026-06-30

Filed2026-08-05

ISTB

ISHARES TR

70.89%

Shares146.9K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

-11.87%

Shares54.5K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

-10.12%

Shares25.6K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-2.60%

Shares91.5K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

-10.56%

Shares12.1K

Event2026-06-30

Filed2026-08-05

JMUB

J P MORGAN EXCHANGE TRADED F

35.00%

Shares111.9K

Event2026-06-30

Filed2026-08-05

SCZ

ISHARES TR

16.12%

Shares68.6K

Event2026-06-30

Filed2026-08-05

MLM

MARTIN MARIETTA MATLS INC

-8.32%

Shares9.7K

Event2026-06-30

Filed2026-08-05

DLR

DIGITAL RLTY TR INC

-12.83%

Shares30.3K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

-14.42%

Shares39.2K

Event2026-06-30

Filed2026-08-05

USB

US BANCORP

-0.41%

Shares87.7K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

103.41%

Shares72.1K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

57.60%

Shares17.5K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.12%

Shares8.8K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

-6.44%

Shares40.8K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

-1.74%

Shares8.9K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-7.00%

Shares45.2K

Event2026-06-30

Filed2026-08-05

BKR

BAKER HUGHES COMPANY

-9.26%

Shares69.2K

Event2026-06-30

Filed2026-08-05

ECG

EVERUS CONSTR GROUP

0.00%

Shares22.8K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

-4.18%

Shares14.9K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

6.55%

Shares4.7K

Event2026-06-30

Filed2026-08-05

VTIP

VANGUARD MALVERN FDS

62.37%

Shares63.9K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

-6.35%

Shares8.0K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

-41.08%

Shares9.8K

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

-0.53%

Shares16.0K

Event2026-06-30

Filed2026-08-05

IWN

ISHARES TR

0.00%

Shares12.8K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

-7.12%

Shares7.8K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

0.76%

Shares47.5K

Event2026-06-30

Filed2026-08-05

GBCI

GLACIER BANCORP INC NEW

0.00%

Shares49.8K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

0.02%

Shares17.4K

Event2026-06-30

Filed2026-08-05

EFG

ISHARES TR

-23.23%

Shares20.5K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

-0.66%

Shares35.3K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

-1.71%

Shares14.1K

Event2026-06-30

Filed2026-08-05

SPHD

INVESCO EXCH TRADED FD TR II

-0.40%

Shares44.5K

Event2026-06-30

Filed2026-08-05

WCN

WASTE CONNECTIONS INC

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-05

SUB

ISHARES TR

536.83%

Shares20.3K

Event2026-06-30

Filed2026-08-05

MDU

MDU RES GROUP INC

0.00%

Shares99.6K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

0.33%

Shares3.1K

Event2026-06-30

Filed2026-08-05

HYG

ISHARES TR

83.94%

Shares25.4K

Event2026-06-30

Filed2026-08-05

DJP

BARCLAYS BANK PLC

-14.59%

Shares44.8K

Event2026-06-30

Filed2026-08-05

HYMB

SPDR SERIES TRUST

38.10%

Shares75.5K

Event2026-06-30

Filed2026-08-05

KNF

KNIFE RIVER CORP

0.00%

Shares22.8K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

-41.38%

Shares7.3K

Event2026-06-30

Filed2026-08-05

COLM

COLUMBIA SPORTSWEAR CO

0.00%

Shares28.8K

Event2026-06-30

Filed2026-08-05

IGF

ISHARES TR

-8.13%

Shares26.1K

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

0.56%

Shares21.0K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

-3.69%

Shares12.1K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-05

BOEING CO

-2.25%

Shares7.1K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-4.99%

Shares12.7K

Event2026-06-30

Filed2026-08-05

ONB

OLD NATL BANCORP IND

-10.21%

Shares52.6K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

-7.61%

Shares9.1K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-4.16%

Shares10.1K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

0.00%

Shares20.3K

Event2026-06-30

Filed2026-08-05

IYR

ISHARES TR

-37.78%

Shares11.0K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

-3.74%

Shares4.1K

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

-8.34%

Shares4.8K

Event2026-06-30

Filed2026-08-05

BSV

VANGUARD BD INDEX FDS

316.58%

Shares13.4K

Event2026-06-30

Filed2026-08-05

VXF

VANGUARD INDEX FDS

-1.16%

Shares4.2K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

325.03%

Shares8.1K

Event2026-06-30

Filed2026-08-05

3M CO

-4.07%

Shares6.1K

Event2026-06-30

Filed2026-08-05

BWIN

THE BALDWIN INSURANCE GRP IN

0.00%

Shares36.2K

Event2026-06-30

Filed2026-08-05

VISA INC

-15.10%

Shares2.7K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-15.52%

Shares3.3K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

4.50%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

-0.11%

Shares2.6K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

-25.61%

Shares4.7K

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

-0.69%

Shares1.0K

Event2026-06-30

Filed2026-08-05

IJK

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-05

GUARDANT HEALTH INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

-19.53%

Shares647

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-13.36%

Shares4.6K

Event2026-06-30

Filed2026-08-05

TEL

TE CONNECTIVITY PLC

1.43%

Shares3.1K

Event2026-06-30

Filed2026-08-05

PAYX

PAYCHEX INC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY

-40.17%

Shares1.6K

Event2026-06-30

Filed2026-08-05

ESGE

ISHARES INC

-0.91%

Shares10.9K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-9.28%

Shares4.3K

Event2026-06-30

Filed2026-08-05

DFAC

DIMENSIONAL ETF TRUST

-3.16%

Shares13.0K

Event2026-06-30

Filed2026-08-05

STLD

STEEL DYNAMICS INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

-8.37%

Shares2.3K

Event2026-06-30

Filed2026-08-05

EXEL

EXELIXIS INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

-1.40%

Shares777

Event2026-06-30

Filed2026-08-05

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares9.3K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

-0.50%

Shares790

Event2026-06-30

Filed2026-08-05

UCON

FIRST TR EXCHNG TRADED FD VI

New

Shares22.2K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

-5.29%

Shares2.8K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

EXPO

EXPONENT INC

-3.05%

Shares9.1K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

-6.43%

Shares1.9K

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

-15.84%

Shares10.6K

Event2026-06-30

Filed2026-08-05

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

4.05%

Shares3.3K

Event2026-06-30

Filed2026-08-05

KMB

KIMBERLY-CLARK CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-05

ESML

ISHARES TR

0.00%

Shares8.6K

Event2026-06-30

Filed2026-08-05

HEALTHCARE RLTY TR

0.00%

Shares23.7K

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

0.73%

Shares10.0K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

0.00%

Shares930

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

-0.47%

Shares5.7K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

-1.73%

Shares1.4K

Event2026-06-30

Filed2026-08-05

ESS

ESSEX PPTY TR INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

-28.36%

Shares927

Event2026-06-30

Filed2026-08-05

AGNC INVT CORP

0.00%

Shares41.7K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

-77.28%

Shares6.2K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-05

CINF

CINCINNATI FINL CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-42.97%

Shares1.8K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

-29.96%

Shares1.5K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

-5.64%

Shares16.7K

Event2026-06-30

Filed2026-08-05

MEDTRONIC PLC

-2.18%

Shares5.0K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

6.38%

Shares4.7K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

0.55%

Shares4.4K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

-0.71%

Shares6.7K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

25.96%

Shares757

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

-79.76%

Shares4.0K

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares861

Event2026-06-30

Filed2026-08-05

SPG

SIMON PPTY GROUP INC NEW

-10.79%

Shares1.6K

Event2026-06-30

Filed2026-08-05

EOG

EOG RES INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC

0.00%

Shares695

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

0.36%

Shares5.8K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

-4.03%

Shares1.5K

Event2026-06-30

Filed2026-08-05

HSY

HERSHEY CO

74.54%

Shares1.8K

Event2026-06-30

Filed2026-08-05

STE

STERIS PLC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

New

Shares258

Event2026-06-30

Filed2026-08-05

PHM

PULTE GROUP INC

-14.52%

Shares2.1K

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

3.75%

Shares249

Event2026-06-30

Filed2026-08-05

YUM

YUM BRANDS INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

DCI

DONALDSON INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

KVUE

KENVUE INC

1.11%

Shares14.1K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-9.78%

Shares2.7K

Event2026-06-30

Filed2026-08-05

EVRG

EVERGY INC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-05

BRO

BROWN & BROWN INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-08-05

SMH

VANECK ETF TRUST

New

Shares389

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

2.59%

Shares594

Event2026-06-30

Filed2026-08-05

KKR

KKR & CO INC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-05

NDAQ

NASDAQ INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

-3.29%

Shares1.7K

Event2026-06-30

Filed2026-08-05

TSCO

TRACTOR SUPPLY CO

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-05

QXO

QXO INC

New

Shares12.8K

Event2026-06-30

Filed2026-08-05

EFV

ISHARES TR

-8.76%

Shares2.9K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.6K

Event2026-06-30

Filed2026-08-05

EQIX

EQUINIX INC

-3.30%

Shares205

Event2026-06-30

Filed2026-08-05

BROADRIDGE FINL SOLUTIONS IN

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

New

Shares3.0K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-5.26%

Shares216

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

New

Shares695

Event2026-06-30

Filed2026-08-05

JNK

SPDR SERIES TRUST

-7.61%

Shares2.1K

Event2026-06-30

Filed2026-08-05

LOEWS CORP

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available