Sponsored
The Analysis of Whipplewood Advisors, LLC's Holdings & P&L
Currently, Whipplewood Advisors, LLC holds 636 types of securities in its portfolio with a total value $148.6M. In the most recent quarter, they have increased their positions in N/A (+51.2K shares, valued at $1.3M), BXSL (+38.6K shares, valued at $914.5K), N/A (+49.1K shares, valued at $909.0K); decreased their positions in TSLA (-10.2K shares, valued at $4.3M), RDVI (-127.0K shares, valued at $3.7M), N/A (-36.0K shares, valued at $2.9M); initiated new positions in N/A (+51.2K shares, valued at $1.3M), PAAA (+5.6K shares, valued at $288.6K), CCL (+248 shares, valued at $7.1K).
1M P&L
+645.2K+0.63%
3M P&L
+3.3M+3.37%
HY P&L
+6.4M+6.71%
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/A104.7M
83.7%
2Asset Management8.3M
6.7%
3Oil & Gas Midstream2.9M
2.4%
Top Industries by Stock Count
1N/A118 stocks
21.1%
2Banks - Regional21 stocks
3.8%
3Software - Application16 stocks
2.9%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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JAAA
-4.98%JANUS DETROIT STR TR
Shares326.6K
Event2026-06-30
Filed2026-07-27
ELEVATION SERIES TRUST
-2.54%ELEVATION SERIES TRUST
Shares437.7K
Event2026-06-30
Filed2026-07-27
JPLD
-23.02%J P MORGAN EXCHANGE TRADED F
Shares115.7K
Event2026-06-30
Filed2026-07-27
MTUM
-12.80%ISHARES TR
Shares11.8K
Event2026-06-30
Filed2026-07-27
VIG
-3.04%VANGUARD SPECIALIZED FUNDS
Shares16.7K
Event2026-06-30
Filed2026-07-27
WEA
-3.50%WESTERN ASSET PREMIER BD FD
Shares357.0K
Event2026-06-30
Filed2026-07-27
BALT
-31.19%INNOVATOR ETFS TRUST
Shares98.1K
Event2026-06-30
Filed2026-07-27
ARES CAPITAL CORP
38.14%ARES CAPITAL CORP
Shares177.7K
Event2026-06-30
Filed2026-07-27
VEA
-15.68%VANGUARD TAX-MANAGED FDS
Shares44.0K
Event2026-06-30
Filed2026-07-27
VIGI
-4.75%VANGUARD WHITEHALL FDS
Shares33.2K
Event2026-06-30
Filed2026-07-27
BXSL
46.54%BLACKSTONE SECD LENDING FD
Shares121.4K
Event2026-06-30
Filed2026-07-27
VT
-4.57%VANGUARD INTL EQUITY INDEX F
Shares17.4K
Event2026-06-30
Filed2026-07-27
FNDF
-11.74%SCHWAB STRATEGIC TR
Shares50.5K
Event2026-06-30
Filed2026-07-27
AAPL
-43.80%APPLE INC
Shares7.7K
Event2026-06-30
Filed2026-07-27
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares59.9K
Event2026-06-30
Filed2026-07-27
TAFI
9.62%AB ACTIVE ETFS INC
Shares86.4K
Event2026-06-30
Filed2026-07-27
JEPI
-1.25%J P MORGAN EXCHANGE TRADED F
Shares38.6K
Event2026-06-30
Filed2026-07-27
DFP
-1.56%FLAHERTY & CRUMRINE DYNAMIC
Shares93.3K
Event2026-06-30
Filed2026-07-27
FNDX
-2.28%SCHWAB STRATEGIC TR
Shares57.6K
Event2026-06-30
Filed2026-07-27
VWO
-10.81%VANGUARD INTL EQUITY INDEX F
Shares28.0K
Event2026-06-30
Filed2026-07-27
ISHARES TR
-4.27%ISHARES TR
Shares2.2K
Event2026-06-30
Filed2026-07-27
EEMV
-7.68%ISHARES INC
Shares20.6K
Event2026-06-30
Filed2026-07-27
J P MORGAN EXCHANGE TRADED F
-45.21%J P MORGAN EXCHANGE TRADED F
Shares24.8K
Event2026-06-30
Filed2026-07-27
PRF
-12.99%INVESCO EXCHANGE TRADED FD T
Shares27.5K
Event2026-06-30
Filed2026-07-27
PRFZ
-6.43%INVESCO EXCHANGE TRADED FD T
Shares26.3K
Event2026-06-30
Filed2026-07-27
SCHM
-6.03%SCHWAB STRATEGIC TR
Shares39.7K
Event2026-06-30
Filed2026-07-27
FNDE
-6.12%SCHWAB STRATEGIC TR
Shares36.7K
Event2026-06-30
Filed2026-07-27
GBDC
33.30%GOLUB CAP BDC INC
Shares112.0K
Event2026-06-30
Filed2026-07-27
NIM
-1.46%NUVEEN SELECT MAT MUN FD
Shares151.0K
Event2026-06-30
Filed2026-07-27
HTGC
41.35%HERCULES CAPITAL INC
Shares83.5K
Event2026-06-30
Filed2026-07-27
SEI EXCHANGE TRADED FUNDS
NewSEI EXCHANGE TRADED FUNDS
Shares51.2K
Event2026-06-30
Filed2026-07-27
MOTI
11.63%VANECK ETF TRUST
Shares34.7K
Event2026-06-30
Filed2026-07-27
HYT
-9.03%BLACKROCK CORPOR HI YLD FD I
Shares131.1K
Event2026-06-30
Filed2026-07-27
VKI
-0.96%INVESCO ADVANTAGE MUN INCOME
Shares112.5K
Event2026-06-30
Filed2026-07-27
EFAX
2.20%SPDR INDEX SHS FDS
Shares19.6K
Event2026-06-30
Filed2026-07-27
EVN
-0.64%EATON VANCE MUN INCOME TR
Shares93.5K
Event2026-06-30
Filed2026-07-27
IIM
-1.54%INVESCO VALUE MUN INCOME TR
Shares80.6K
Event2026-06-30
Filed2026-07-27
MOAT
-6.97%VANECK ETF TRUST
Shares9.7K
Event2026-06-30
Filed2026-07-27
BX
39.98%BLACKSTONE INC
Shares8.5K
Event2026-06-30
Filed2026-07-27
ARES MANAGEMENT CORPORATION
45.35%ARES MANAGEMENT CORPORATION
Shares8.8K
Event2026-06-30
Filed2026-07-27
NVG
2.86%NUVEEN AMT FREE MUN CR INC F
Shares75.0K
Event2026-06-30
Filed2026-07-27
DSU
-3.67%BLACKROCK DEBT STRATEGIES FD
Shares98.9K
Event2026-06-30
Filed2026-07-27
PFN
-1.62%PIMCO INCOME STRATEGY FD II
Shares134.1K
Event2026-06-30
Filed2026-07-27
PHK
-1.80%PIMCO HIGH INCOME FD
Shares202.2K
Event2026-06-30
Filed2026-07-27
IGI
-4.56%WESTERN ASSET INVT GRADE OPP
Shares58.4K
Event2026-06-30
Filed2026-07-27
MCD
-3.65%MCDONALDS CORP
Shares3.3K
Event2026-06-30
Filed2026-07-27
SPLV
3.55%INVESCO EXCH TRADED FD TR II
Shares11.7K
Event2026-06-30
Filed2026-07-27
VKQ
-1.74%INVESCO MUNICIPAL TRUST
Shares87.2K
Event2026-06-30
Filed2026-07-27
NEA
-0.60%NUVEEN AMT FREE QLTY MUN INC
Shares73.8K
Event2026-06-30
Filed2026-07-27
QQQ
-19.96%INVESCO QQQ TR
Shares1.2K
Event2026-06-30
Filed2026-07-27
JPST
-12.09%J P MORGAN EXCHANGE TRADED F
Shares16.3K
Event2026-06-30
Filed2026-07-27
MSFT
-54.02%MICROSOFT CORP
Shares2.2K
Event2026-06-30
Filed2026-07-27
MGC
-10.76%VANGUARD WORLD FD
Shares3.0K
Event2026-06-30
Filed2026-07-27
MMD
4.28%NYLI MACKAY DEFINEDTERM MUNI
Shares50.9K
Event2026-06-30
Filed2026-07-27
JANH
0.57%INNOVATOR ETFS TRUST
Shares31.7K
Event2026-06-30
Filed2026-07-27
APRH
-0.31%INNOVATOR ETFS TRUST
Shares31.4K
Event2026-06-30
Filed2026-07-27
JULH
0.26%INNOVATOR ETFS TRUST
Shares31.4K
Event2026-06-30
Filed2026-07-27
OCTH
1.58%INNOVATOR ETFS TRUST
Shares32.5K
Event2026-06-30
Filed2026-07-27
GBAB
-0.84%GUGGENHEIM TAXABLE MUNICP BO
Shares52.4K
Event2026-06-30
Filed2026-07-27
BAB
-5.51%INVESCO EXCH TRADED FD TR II
Shares28.1K
Event2026-06-30
Filed2026-07-27
TSI
0.66%TCW STRATEGIC INCOME FD INC
Shares166.9K
Event2026-06-30
Filed2026-07-27
VGM
-1.32%INVESCO TR INVT GRADE MUNS
Shares69.5K
Event2026-06-30
Filed2026-07-27
SBI
-0.49%WESTERN ASSET INTER MUNI
Shares91.4K
Event2026-06-30
Filed2026-07-27
TSLX
48.87%SIXTH STREET SPECIALTY LENDI
Shares40.6K
Event2026-06-30
Filed2026-07-27
EPRF
2.19%INNOVATOR ETFS TRUST
Shares41.5K
Event2026-06-30
Filed2026-07-27
GPIX
-38.10%GOLDMAN SACHS ETF TR
Shares11.3K
Event2026-06-30
Filed2026-07-27
RDVI
-85.66%FIRST TR EXCHANGE-TRADED FD
Shares21.3K
Event2026-06-30
Filed2026-07-27
PML
4.91%PIMCO MUN INCOME FD II
Shares76.7K
Event2026-06-30
Filed2026-07-27
NZF
-2.64%NUVEEN MUN CR INCOME FD
Shares45.2K
Event2026-06-30
Filed2026-07-27
ET
0.00%ENERGY TRANSFER L P
Shares28.9K
Event2026-06-30
Filed2026-07-27
CGBD
48.68%CARLYLE SECURED LENDING INC
Shares51.8K
Event2026-06-30
Filed2026-07-27
XYLG
0.39%GLOBAL X FDS
Shares18.8K
Event2026-06-30
Filed2026-07-27
SPGP
0.66%INVESCO EXCHANGE TRADED FD T
Shares4.4K
Event2026-06-30
Filed2026-07-27
XMMO
-14.13%INVESCO EXCHANGE TRADED FD T
Shares3.1K
Event2026-06-30
Filed2026-07-27
MSD
-67.70%MORGAN STANLEY EMKT DBT FD I
Shares69.4K
Event2026-06-30
Filed2026-07-27
FDEM
-4.98%FIDELITY COVINGTON TRUST
Shares13.7K
Event2026-06-30
Filed2026-07-27
JPRE
-16.04%J P MORGAN EXCHANGE TRADED F
Shares8.9K
Event2026-06-30
Filed2026-07-27
ARK ETF TR
-86.26%ARK ETF TR
Shares5.7K
Event2026-06-30
Filed2026-07-27
UNP
-8.54%UNION PAC CORP
Shares1.5K
Event2026-06-30
Filed2026-07-27
MAIN
54.65%MAIN STR CAP CORP
Shares8.1K
Event2026-06-30
Filed2026-07-27
MGNR
-48.78%AMERICAN BEACON SELECT FUNDS
Shares8.3K
Event2026-06-30
Filed2026-07-27
WELL
-15.36%WELLTOWER INC
Shares1.7K
Event2026-06-30
Filed2026-07-27
SMMU
0.82%PIMCO ETF TR
Shares7.6K
Event2026-06-30
Filed2026-07-27
MQY
10.09%BLACKROCK MUNIYILD QULT FD I
Shares32.9K
Event2026-06-30
Filed2026-07-27
VANGUARD SCOTTSDALE FDS
-11.83%VANGUARD SCOTTSDALE FDS
Shares2.8K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
-0.46%STATE STR SPDR S&P 500 ETF T
Shares437
Event2026-06-30
Filed2026-07-27
VOO
-1.06%VANGUARD INDEX FDS
Shares468
Event2026-06-30
Filed2026-07-27
BXMT
-9.61%BLACKSTONE MORTGAGE TRUST IN
Shares18.6K
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
310.78%APPLIED MATLS INC
Shares419
Event2026-06-30
Filed2026-07-27
PAAA
NewPGIM ETF TR
Shares5.6K
Event2026-06-30
Filed2026-07-27
ALAI
-87.82%THE ALGER ETF TRUST
Shares6.2K
Event2026-06-30
Filed2026-07-27
VFL
4.19%ABRDN NATL MUN INCOME FD
Shares26.0K
Event2026-06-30
Filed2026-07-27
JIRE
-0.64%J P MORGAN EXCHANGE TRADED F
Shares3.2K
Event2026-06-30
Filed2026-07-27
SPFF
-0.87%GLOBAL X FDS
Shares26.4K
Event2026-06-30
Filed2026-07-27
AMZN
-80.24%AMAZON COM INC
Shares869
Event2026-06-30
Filed2026-07-27
CEV
4.38%EATON VANCE CALIF MUN INCOM
Shares18.7K
Event2026-06-30
Filed2026-07-27
BUFR
-84.11%FIRST TR EXCHNG TRADED FD VI
Shares5.4K
Event2026-06-30
Filed2026-07-27
PCQ
4.70%PIMCO CALIF MUN INCOME FD
Shares21.4K
Event2026-06-30
Filed2026-07-27
ORACLE CORP
21.57%ORACLE CORP
Shares1.3K
Event2026-06-30
Filed2026-07-27
AMD
-87.54%ADVANCED MICRO DEVICES INC
Shares312
Event2026-06-30
Filed2026-07-27
CGGR
-47.50%CAPITAL GROUP GROWTH ETF
Shares3.6K
Event2026-06-30
Filed2026-07-27
PREF
-58.50%PRINCIPAL EXCHANGE TRADED FD
Shares8.4K
Event2026-06-30
Filed2026-07-27
TMO
-24.23%THERMO FISHER SCIENTIFIC INC
Shares319
Event2026-06-30
Filed2026-07-27
DIS
-7.03%DISNEY WALT CO
Shares1.6K
Event2026-06-30
Filed2026-07-27
CISCO SYS INC
-52.47%CISCO SYS INC
Shares1.0K
Event2026-06-30
Filed2026-07-27
SFLR
-94.17%INNOVATOR ETFS TRUST
Shares3.1K
Event2026-06-30
Filed2026-07-27
ADOBE INC
-11.17%ADOBE INC
Shares549
Event2026-06-30
Filed2026-07-27
SCHF
0.00%SCHWAB STRATEGIC TR
Shares4.1K
Event2026-06-30
Filed2026-07-27
NVDA
-95.85%NVIDIA CORPORATION
Shares532
Event2026-06-30
Filed2026-07-27
IEMG
0.00%ISHARES INC
Shares1.2K
Event2026-06-30
Filed2026-07-27
MAR
0.00%MARRIOTT INTL INC NEW
Shares268
Event2026-06-30
Filed2026-07-27
VANGUARD INDEX FDS
-0.76%VANGUARD INDEX FDS
Shares262
Event2026-06-30
Filed2026-07-27
TSLA
-97.87%TESLA INC
Shares221
Event2026-06-30
Filed2026-07-27
CIBR
-31.92%FIRST TR EXCHANGE-TRADED FD
Shares1.0K
Event2026-06-30
Filed2026-07-27
QFLR
-91.86%INNOVATOR ETFS TRUST
Shares2.5K
Event2026-06-30
Filed2026-07-27
GOOGL
-94.96%ALPHABET INC
Shares253
Event2026-06-30
Filed2026-07-27
SEIV
-48.29%SEI EXCHANGE TRADED FUNDS
Shares1.9K
Event2026-06-30
Filed2026-07-27
EMR
-4.99%EMERSON ELEC CO
Shares609
Event2026-06-30
Filed2026-07-27
TSM
-87.92%TAIWAN SEMICONDUCTOR MANUFAC
Shares178
Event2026-06-30
Filed2026-07-27
SYK
-37.53%STRYKER CORPORATION
Shares268
Event2026-06-30
Filed2026-07-27
SEIQ
-27.86%SEI EXCHANGE TRADED FUNDS
Shares2.1K
Event2026-06-30
Filed2026-07-27
SEIM
-53.29%SEI EXCHANGE TRADED FUNDS
Shares1.4K
Event2026-06-30
Filed2026-07-27
HELO
-77.41%J P MORGAN EXCHANGE TRADED F
Shares1.2K
Event2026-06-30
Filed2026-07-27
WMB
-28.74%WILLIAMS COS INC
Shares999
Event2026-06-30
Filed2026-07-27
SCHG
3.82%SCHWAB STRATEGIC TR
Shares2.0K
Event2026-06-30
Filed2026-07-27
SEIE
273.05%SEI EXCHANGE TRADED FUNDS
Shares1.9K
Event2026-06-30
Filed2026-07-27
O
-5.64%REALTY INCOME CORP
Shares1.1K
Event2026-06-30
Filed2026-07-27
MCI
40.30%BARINGS CORPORATE INVS
Shares3.7K
Event2026-06-30
Filed2026-07-27
BRK.B
-37.38%BERKSHIRE HATHAWAY INC DEL
Shares129
Event2026-06-30
Filed2026-07-27
BUFQ
-52.94%FIRST TR EXCHNG TRADED FD VI
Shares1.6K
Event2026-06-30
Filed2026-07-27
UNITEDHEALTH GROUP INC
-70.20%UNITEDHEALTH GROUP INC
Shares152
Event2026-06-30
Filed2026-07-27
FLNG
0.00%FLEX LNG LTD
Shares2.3K
Event2026-06-30
Filed2026-07-27
VOX
0.00%VANGUARD WORLD FD
Shares330
Event2026-06-30
Filed2026-07-27
NLR
-29.92%VANECK ETF TRUST
Shares499
Event2026-06-30
Filed2026-07-27
TFC
-82.89%TRUIST FINL CORP
Shares1.1K
Event2026-06-30
Filed2026-07-27
PSCT
0.00%INVESCO EXCH TRADED FD TR II
Shares600
Event2026-06-30
Filed2026-07-27
YSEP
-11.54%FIRST TR EXCHNG TRADED FD VI
Shares1.9K
Event2026-06-30
Filed2026-07-27
SDVD
-96.08%FIRST TR EXCHANGE-TRADED FD
Shares2.3K
Event2026-06-30
Filed2026-07-27
PSX
-21.72%PHILLIPS 66
Shares310
Event2026-06-30
Filed2026-07-27
XYL
-1.56%XYLEM INC
Shares443
Event2026-06-30
Filed2026-07-27
IBM
-14.68%INTERNATIONAL BUSINESS MACHS
Shares186
Event2026-06-30
Filed2026-07-27
ASE TECHNOLOGY HLDG CO LTD
-75.88%ASE TECHNOLOGY HLDG CO LTD
Shares1.1K
Event2026-06-30
Filed2026-07-27
GLW
-81.24%CORNING INC
Shares200
Event2026-06-30
Filed2026-07-27
OKE
-73.39%ONEOK INC NEW
Shares544
Event2026-06-30
Filed2026-07-27
GOOG
-94.39%ALPHABET INC
Shares128
Event2026-06-30
Filed2026-07-27
CVS
-22.02%CVS HEALTH CORP
Shares432
Event2026-06-30
Filed2026-07-27
EOCT
-14.74%INNOVATOR ETFS TRUST
Shares1.3K
Event2026-06-30
Filed2026-07-27
NVS
-74.45%NOVARTIS AG
Shares278
Event2026-06-30
Filed2026-07-27
ITT
-4.39%ITT INC
Shares218
Event2026-06-30
Filed2026-07-27
HOOD
-77.02%ROBINHOOD MKTS INC
Shares424
Event2026-06-30
Filed2026-07-27
NBIS
-88.45%NEBIUS GROUP N.V.
Shares149
Event2026-06-30
Filed2026-07-27
PG
-42.68%PROCTER & GAMBLE CO
Shares278
Event2026-06-30
Filed2026-07-27
VISA INC
-89.50%VISA INC
Shares115
Event2026-06-30
Filed2026-07-27
T
-22.63%AT&T INC
Shares1.9K
Event2026-06-30
Filed2026-07-27
AEM
0.00%AGNICO EAGLE MINES LTD
Shares250
Event2026-06-30
Filed2026-07-27
PM
-85.39%PHILIP MORRIS INTL INC
Shares212
Event2026-06-30
Filed2026-07-27
SKYY
-70.40%FIRST TR EXCHANGE-TRADED FD
Shares285
Event2026-06-30
Filed2026-07-27
JNJ
-86.34%JOHNSON & JOHNSON
Shares147
Event2026-06-30
Filed2026-07-27
META PLATFORMS INC
-87.80%META PLATFORMS INC
Shares66
Event2026-06-30
Filed2026-07-27
SEIS
183.42%SEI EXCHANGE TRADED FUNDS
Shares1.0K
Event2026-06-30
Filed2026-07-27
TLN
-76.52%TALEN ENERGY CORP
Shares85
Event2026-06-30
Filed2026-07-27
MS
-68.67%MORGAN STANLEY
Shares156
Event2026-06-30
Filed2026-07-27
CGIE
0.00%CAPITAL GROUP INTERNATIONAL
Shares850
Event2026-06-30
Filed2026-07-27
FRTY
-97.54%THE ALGER ETF TRUST
Shares1.2K
Event2026-06-30
Filed2026-07-27
JOHNSON CONTROLS INTERNATION
-67.45%JOHNSON CONTROLS INTERNATION
Shares208
Event2026-06-30
Filed2026-07-27
ALAB
-81.00%ASTERA LABS INC
Shares61
Event2026-06-30
Filed2026-07-27
COR
-68.21%CENCORA INC
Shares103
Event2026-06-30
Filed2026-07-27
ROST
-70.11%ROSS STORES INC
Shares133
Event2026-06-30
Filed2026-07-27
ASTRAZENECA PLC
-84.40%ASTRAZENECA PLC
Shares149
Event2026-06-30
Filed2026-07-27
COMP
-2.44%COMPASS INC
Shares2.3K
Event2026-06-30
Filed2026-07-27
LOW
-68.75%LOWES COS INC
Shares125
Event2026-06-30
Filed2026-07-27
SEEM
213.43%SEI EXCHANGE TRADED FUNDS
Shares677
Event2026-06-30
Filed2026-07-27
ORI
-2.26%OLD REP INTL CORP
Shares650
Event2026-06-30
Filed2026-07-27
LLY
-75.82%ELI LILLY & CO
Shares22
Event2026-06-30
Filed2026-07-27
EDV
1.51%VANGUARD WORLD FD
Shares404
Event2026-06-30
Filed2026-07-27
GWW
-78.41%WW GRAINGER INC
Shares19
Event2026-06-30
Filed2026-07-27
BTI
-72.21%BRITISH AMERN TOB PLC
Shares413
Event2026-06-30
Filed2026-07-27
ABBVIE INC
-63.67%ABBVIE INC
Shares101
Event2026-06-30
Filed2026-07-27
BCS
-78.52%BARCLAYS PLC
Shares914
Event2026-06-30
Filed2026-07-27
STT
-47.79%STATE STR CORP
Shares142
Event2026-06-30
Filed2026-07-27
PEP
-40.74%PEPSICO INC
Shares176
Event2026-06-30
Filed2026-07-27
SCHE
-1.36%SCHWAB STRATEGIC TR
Shares652
Event2026-06-30
Filed2026-07-27
COP
-30.34%CONOCOPHILLIPS
Shares225
Event2026-06-30
Filed2026-07-27
WFC
-43.12%WELLS FARGO & CO
Shares281
Event2026-06-30
Filed2026-07-27
JPMORGAN CHASE & CO
-88.39%JPMORGAN CHASE & CO
Shares70
Event2026-06-30
Filed2026-07-27
LIN
-84.34%LINDE PLC
Shares44
Event2026-06-30
Filed2026-07-27
MPV
2.98%BARINGS PARTN INVS
Shares1.3K
Event2026-06-30
Filed2026-07-27
BCD
-4.66%ABRDN ETFS
Shares655
Event2026-06-30
Filed2026-07-27
MRK
-76.53%MERCK & CO INC
Shares169
Event2026-06-30
Filed2026-07-27
SDVY
-90.18%FIRST TR EXCHANGE TRADED FD
Shares500
Event2026-06-30
Filed2026-07-27
WDC
-93.64%WESTERN DIGITAL CORP
Shares33
Event2026-06-30
Filed2026-07-27
ADI
-72.92%ANALOG DEVICES INC
Shares52
Event2026-06-30
Filed2026-07-27
WMT
-91.62%WALMART INC
Shares177
Event2026-06-30
Filed2026-07-27
OC
-33.86%OWENS CORNING NEW
Shares125
Event2026-06-30
Filed2026-07-27
FAST
-57.45%FASTENAL CO
Shares400
Event2026-06-30
Filed2026-07-27
KO
-75.54%COCA COLA CO
Shares236
Event2026-06-30
Filed2026-07-27
DGRO
0.00%ISHARES TR
Shares249
Event2026-06-30
Filed2026-07-27
SYY
-60.47%SYSCO CORP
Shares221
Event2026-06-30
Filed2026-07-27
METV
0.00%LISTED FDS TR
Shares1.0K
Event2026-06-30
Filed2026-07-27
VV
0.00%VANGUARD INDEX FDS
Shares53
Event2026-06-30
Filed2026-07-27
CVX
-92.86%CHEVRON CORPORATION
Shares109
Event2026-06-30
Filed2026-07-27
BAC
-67.55%BANK OF AMER CORP
Shares317
Event2026-06-30
Filed2026-07-27
APPLOVIN CORP
-90.79%APPLOVIN CORP
Shares35
Event2026-06-30
Filed2026-07-27
AMGN
-78.70%AMGEN INC
Shares49
Event2026-06-30
Filed2026-07-27
PFD
-58.86%FLAHERTY & CRUMRINE PFD INCO
Shares1.5K
Event2026-06-30
Filed2026-07-27
MCK
-89.05%MCKESSON CORP
Shares23
Event2026-06-30
Filed2026-07-27
LRCX
-97.32%LAM RESEARCH CORP
Shares40
Event2026-06-30
Filed2026-07-27
RACE
-84.67%FERRARI N V
Shares46
Event2026-06-30
Filed2026-07-27
PIE
0.00%INVESCO EXCH TRADED FD TR II
Shares505
Event2026-06-30
Filed2026-07-27
RYLD
0.00%GLOBAL X FDS
Shares1.1K
Event2026-06-30
Filed2026-07-27
SCHX
-92.12%SCHWAB STRATEGIC TR
Shares550
Event2026-06-30
Filed2026-07-27
HEEM
0.00%ISHARES INC
Shares358
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
-80.86%MASTERCARD INCORPORATED
Shares31
Event2026-06-30
Filed2026-07-27
MO
-95.16%ALTRIA GROUP INC
Shares221
Event2026-06-30
Filed2026-07-27
ING
-76.56%ING GROEP N.V.
Shares495
Event2026-06-30
Filed2026-07-27
MICROCHIP TECHNOLOGY INC.
-73.50%MICROCHIP TECHNOLOGY INC.
Shares168
Event2026-06-30
Filed2026-07-27
TTE
-75.56%TOTALENERGIES SE
Shares196
Event2026-06-30
Filed2026-07-27
SHEL
-90.37%SHELL PLC
Shares190
Event2026-06-30
Filed2026-07-27
RBA
-39.00%RB GLOBAL INC
Shares122
Event2026-06-30
Filed2026-07-27
CROWDSTRIKE HLDGS INC
-88.68%CROWDSTRIKE HLDGS INC
Shares18
Event2026-06-30
Filed2026-07-27
CMCSA
-41.63%COMCAST CORP NEW
Shares544
Event2026-06-30
Filed2026-07-27
SCHA
-88.84%SCHWAB STRATEGIC TR
Shares367
Event2026-06-30
Filed2026-07-27
SE
-90.12%SEA LTD
Shares137
Event2026-06-30
Filed2026-07-27
MRVL
-53.19%MARVELL TECHNOLOGY INC
Shares44
Event2026-06-30
Filed2026-07-27
COHR
-63.74%COHERENT CORP
Shares33
Event2026-06-30
Filed2026-07-27
MMC
-74.68%MARSH & MCLENNAN COS INC
Shares78
Event2026-06-30
Filed2026-07-27
CGDV
-98.90%CAPITAL GROUP DIVIDEND VALUE
Shares263
Event2026-06-30
Filed2026-07-27
LHX
-25.42%L3HARRIS TECHNOLOGIES INC
Shares44
Event2026-06-30
Filed2026-07-27
CDNS
-63.44%CADENCE DESIGN SYSTEM INC
Shares34
Event2026-06-30
Filed2026-07-27
MU
-35.29%MICRON TECHNOLOGY INC
Shares11
Event2026-06-30
Filed2026-07-27
NRG
-68.05%NRG ENERGY INC
Shares85
Event2026-06-30
Filed2026-07-27
BROADCOM INC
-91.67%BROADCOM INC
Shares32
Event2026-06-30
Filed2026-07-27
GD
-53.42%GENERAL DYNAMICS CORP
Shares34
Event2026-06-30
Filed2026-07-27
NETFLIX INC.
-90.86%NETFLIX INC.
Shares163
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
-95.90%EXXON MOBIL CORP
Shares85
Event2026-06-30
Filed2026-07-27
CCEP
-70.74%COCA-COLA EUROPACIFIC PARTNE
Shares115
Event2026-06-30
Filed2026-07-27
DATADOG INC
-52.22%DATADOG INC
Shares43
Event2026-06-30
Filed2026-07-27
SERVICENOW INC
-78.86%SERVICENOW INC
Shares111
Event2026-06-30
Filed2026-07-27
CHUBB LIMITED
-54.29%CHUBB LIMITED
Shares32
Event2026-06-30
Filed2026-07-27
WBD
-12.45%WARNER BROS DISCOVERY INC
Shares408
Event2026-06-30
Filed2026-07-27
QALT
0.00%SEI EXCHANGE TRADED FUNDS
Shares405
Event2026-06-30
Filed2026-07-27
ISRG
-86.57%INTUITIVE SURGICAL INC
Shares27
Event2026-06-30
Filed2026-07-27
RTX CORPORATION
-95.41%RTX CORPORATION
Shares56
Event2026-06-30
Filed2026-07-27
GEV
-94.38%GE VERNOVA INC
Shares9
Event2026-06-30
Filed2026-07-27
SCI
-47.35%SERVICE CORP INTL
Shares139
Event2026-06-30
Filed2026-07-27
ANET
-86.05%ARISTA NETWORKS INC
Shares60
Event2026-06-30
Filed2026-07-27
SAP
-87.06%SAP SE
Shares66
Event2026-06-30
Filed2026-07-27
SPOTIFY TECHNOLOGY S A
-67.65%SPOTIFY TECHNOLOGY S A
Shares22
Event2026-06-30
Filed2026-07-27
KOF
-78.75%COCA-COLA FEMSA SAB DE CV
Shares92
Event2026-06-30
Filed2026-07-27
TM
-81.73%TOYOTA MOTOR CORP
Shares57
Event2026-06-30
Filed2026-07-27
DUK
-94.48%DUKE ENERGY CORP NEW
Shares75
Event2026-06-30
Filed2026-07-27
APD
-55.56%AIR PRODUCTS AND CHEMICALS I
Shares32
Event2026-06-30
Filed2026-07-27
GE
-93.13%GE AEROSPACE
Shares25
Event2026-06-30
Filed2026-07-27
TDG
-85.42%TRANSDIGM GROUP INC
Shares7
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INC
-93.54%NEXTERA ENERGY INC
Shares106
Event2026-06-30
Filed2026-07-27
BUD
-66.57%ANHEUSER BUSCH INBEV SA NV
Shares111
Event2026-06-30
Filed2026-07-27
VRT
-91.12%VERTIV HOLDINGS CO
Shares27
Event2026-06-30
Filed2026-07-27
AJG
-90.03%GALLAGHER ARTHUR J & CO
Shares39
Event2026-06-30
Filed2026-07-27
PHG
-66.87%KONINKLIJKE PHILIPS N V
Shares329
Event2026-06-30
Filed2026-07-27
PH
-57.14%PARKER-HANNIFIN CORP
Shares9
Event2026-06-30
Filed2026-07-27
NOC
-64.58%NORTHROP GRUMMAN CORP
Shares17
Event2026-06-30
Filed2026-07-27
NWG
-68.42%NATWEST GROUP PLC
Shares487
Event2026-06-30
Filed2026-07-27
QXO
-81.48%QXO INC
Shares494
Event2026-06-30
Filed2026-07-27
LIBERTY MEDIA CORP DEL
-50.00%LIBERTY MEDIA CORP DEL
Shares88
Event2026-06-30
Filed2026-07-27
PDI
-96.79%PIMCO DYNAMIC INCOME FD
Shares500
Event2026-06-30
Filed2026-07-27
ETN
-83.19%EATON CORP PLC
Shares19
Event2026-06-30
Filed2026-07-27
VST
-62.22%VISTRA CORP
Shares51
Event2026-06-30
Filed2026-07-27
BSX
-72.39%BOSTON SCIENTIFIC CORP
Shares188
Event2026-06-30
Filed2026-07-27
WCN
-74.74%WASTE CONNECTIONS INC
Shares48
Event2026-06-30
Filed2026-07-27
MEDTRONIC PLC
-87.98%MEDTRONIC PLC
Shares97
Event2026-06-30
Filed2026-07-27
SHW
-74.42%SHERWIN WILLIAMS CO
Shares22
Event2026-06-30
Filed2026-07-27
STRL
0.00%STERLING INFRASTRUCTURE INC
Shares9
Event2026-06-30
Filed2026-07-27
UBS
-76.22%UBS GROUP AG
Shares151
Event2026-06-30
Filed2026-07-27
CAT
-87.72%CATERPILLAR INC
Shares7
Event2026-06-30
Filed2026-07-27
TRAVELERS COMPANIES INC
-75.56%TRAVELERS COMPANIES INC
Shares22
Event2026-06-30
Filed2026-07-27
ADP
-77.46%AUTOMATIC DATA PROCESSING IN
Shares32
Event2026-06-30
Filed2026-07-27
CLOUDFLARE INC
-91.94%CLOUDFLARE INC
Shares29
Event2026-06-30
Filed2026-07-27
CCL
NewCARNIVAL CORP LTD
Shares248
Event2026-06-30
Filed2026-07-27
ABT
-65.33%ABBOTT LABORATORIES
Shares78
Event2026-06-30
Filed2026-07-27
IBN
-92.77%ICICI BANK LIMITED
Shares243
Event2026-06-30
Filed2026-07-27
MLM
-64.71%MARTIN MARIETTA MATLS INC
Shares12
Event2026-06-30
Filed2026-07-27
GSK PLC
-77.66%GSK PLC
Shares130
Event2026-06-30
Filed2026-07-27
CL
-68.91%COLGATE PALMOLIVE CO
Shares74
Event2026-06-30
Filed2026-07-27
HD
-89.78%HOME DEPOT INC
Shares19
Event2026-06-30
Filed2026-07-27
ETSY INC
-24.79%ETSY INC
Shares88
Event2026-06-30
Filed2026-07-27
S&P GLOBAL INC
-88.32%S&P GLOBAL INC
Shares16
Event2026-06-30
Filed2026-07-27
FTI
-48.96%TECHNIPFMC PLC
Shares98
Event2026-06-30
Filed2026-07-27
WAB
-76.00%WABTEC
Shares24
Event2026-06-30
Filed2026-07-27
ETR
-48.15%ENTERGY CORP NEW
Shares56
Event2026-06-30
Filed2026-07-27
TGT
-91.55%TARGET CORP
Shares49
Event2026-06-30
Filed2026-07-27
AZO
-84.62%AUTOZONE INC
Shares2
Event2026-06-30
Filed2026-07-27
CP
-72.09%CANADIAN PACIFIC KANSAS CITY
Shares72
Event2026-06-30
Filed2026-07-27
RELX
-79.82%RELX PLC
Shares197
Event2026-06-30
Filed2026-07-27
CRH
-66.28%CRH PLC
Shares58
Event2026-06-30
Filed2026-07-27
GFL
-78.53%GFL ENVIRONMENTAL INC
Shares167
Event2026-06-30
Filed2026-07-27
TAK
-70.17%TAKEDA PHARMACEUTICAL CO LTD
Shares383
Event2026-06-30
Filed2026-07-27
GPC
-24.64%GENUINE PARTS CO
Shares52
Event2026-06-30
Filed2026-07-27
BANCO SANTANDER SA
-81.86%BANCO SANTANDER SA
Shares444
Event2026-06-30
Filed2026-07-27
DAL
-67.82%DELTA AIR LINES INC
Shares65
Event2026-06-30
Filed2026-07-27
NVO
-92.62%NOVO-NORDISK A S
Shares124
Event2026-06-30
Filed2026-07-27
MCO
-77.97%MOODYS CORP
Shares13
Event2026-06-30
Filed2026-07-27
UNM
-36.89%UNUM GROUP
Shares65
Event2026-06-30
Filed2026-07-27
RIO
-90.19%RIO TINTO PLC
Shares61
Event2026-06-30
Filed2026-07-27
TJX
-91.14%TJX COS INC NEW
Shares38
Event2026-06-30
Filed2026-07-27
CORTEVA INC
-94.40%CORTEVA INC
Shares67
Event2026-06-30
Filed2026-07-27
CORZ
-70.53%CORE SCIENTIFIC INC NEW
Shares221
Event2026-06-30
Filed2026-07-27
AIG
-69.92%AMERICAN INTL GROUP INC
Shares74
Event2026-06-30
Filed2026-07-27
HSBC
-88.38%HSBC HLDGS PLC
Shares58
Event2026-06-30
Filed2026-07-27
TKO
-76.92%TKO GROUP HOLDINGS INC
Shares27
Event2026-06-30
Filed2026-07-27
BP
-92.68%BP PLC
Shares147
Event2026-06-30
Filed2026-07-27
JBL
-83.13%JABIL INC
Shares14
Event2026-06-30
Filed2026-07-27
SONY
-83.87%SONY GROUP CORP
Shares250
Event2026-06-30
Filed2026-07-27
HDB
-63.53%HDFC BANK LTD
Shares194
Event2026-06-30
Filed2026-07-27
RYN
0.00%RAYONIER INC
Shares235
Event2026-06-30
Filed2026-07-27
CMI
-80.56%CUMMINS INC
Shares7
Event2026-06-30
Filed2026-07-27
HST
0.00%HOST HOTELS & RESORTS INC
Shares209
Event2026-06-30
Filed2026-07-27
DRI
-42.86%DARDEN RESTAURANTS INC
Shares24
Event2026-06-30
Filed2026-07-27
BLK
-72.22%BLACKROCK INC
Shares5
Event2026-06-30
Filed2026-07-27
WRB
-48.48%BERKLEY W R CORP
Shares68
Event2026-06-30
Filed2026-07-27
AXP
-86.79%AMERICAN EXPRESS CO
Shares14
Event2026-06-30
Filed2026-07-27
PEG
-24.00%PUBLIC SVC ENTERPRISE GROUP
Shares57
Event2026-06-30
Filed2026-07-27
UL
-84.89%UNILEVER PLC
Shares76
Event2026-06-30
Filed2026-07-27
FITB
-64.00%FIFTH THIRD BANCORP
Shares81
Event2026-06-30
Filed2026-07-27
MSCI
-89.04%MSCI INC
Shares8
Event2026-06-30
Filed2026-07-27
SNY
-86.66%SANOFI SA
Shares105
Event2026-06-30
Filed2026-07-27
PPL CORP
-11.59%PPL CORP
Shares122
Event2026-06-30
Filed2026-07-27
AEE
-17.02%AMEREN CORP
Shares39
Event2026-06-30
Filed2026-07-27
B
-16.78%BARRICK MNG CORP
Shares119
Event2026-06-30
Filed2026-07-27
MNST
-93.16%MONSTER BEVERAGE CORP NEW
Shares45
Event2026-06-30
Filed2026-07-27
PALANTIR TECHNOLOGIES INC
-83.26%PALANTIR TECHNOLOGIES INC
Shares37
Event2026-06-30
Filed2026-07-27
KMI
-73.88%KINDER MORGAN INC DEL
Shares134
Event2026-06-30
Filed2026-07-27
FERG
-47.06%FERGUSON ENTERPRISES INC
Shares18
Event2026-06-30
Filed2026-07-27
LPLA
-92.65%LPL FINL HLDGS INC
Shares15
Event2026-06-30
Filed2026-07-27
UAL
-69.90%UNITED AIRLS HLDGS INC
Shares31
Event2026-06-30
Filed2026-07-27
PNC
-68.52%PNC FINL SVCS GROUP INC
Shares17
Event2026-06-30
Filed2026-07-27
BHP
-88.12%BHP BILLITON LIMITED
Shares50
Event2026-06-30
Filed2026-07-27
MDLZ
-88.84%MONDELEZ INTL INC
Shares72
Event2026-06-30
Filed2026-07-27
CBOE
-78.48%CBOE GLOBAL MKTS INC
Shares17
Event2026-06-30
Filed2026-07-27
SMFG
-83.86%SUMITOMO MITSUI FIN GRP INC
Shares174
Event2026-06-30
Filed2026-07-27
PANW
-86.96%PALO ALTO NETWORKS INC
Shares12
Event2026-06-30
Filed2026-07-27
SW
-64.80%SMURFIT WESTROCK PLC
Shares88
Event2026-06-30
Filed2026-07-27
C
-86.88%CITIGROUP INC
Shares29
Event2026-06-30
Filed2026-07-27
GS
-90.24%GOLDMAN SACHS GROUP INC
Shares4
Event2026-06-30
Filed2026-07-27
GGG
-83.94%GRACO INC
Shares53
Event2026-06-30
Filed2026-07-27
VLTO
-61.86%VERALTO CORP
Shares45
Event2026-06-30
Filed2026-07-27
ASML
-98.61%ASML HLDG NV
Shares2
Event2026-06-30
Filed2026-07-27
CEG
-57.89%CONSTELLATION ENERGY CORP
Shares16
Event2026-06-30
Filed2026-07-27
STLD
-85.95%STEEL DYNAMICS INC
Shares17
Event2026-06-30
Filed2026-07-27
HEI.A
-91.85%HEICO CORP NEW
Shares15
Event2026-06-30
Filed2026-07-27
PUK
-66.43%PRUDENTIAL PLC
Shares142
Event2026-06-30
Filed2026-07-27
CCJ
19.35%CAMECO CORP
Shares37
Event2026-06-30
Filed2026-07-27
NEM
-63.96%NEWMONT CORP
Shares40
Event2026-06-30
Filed2026-07-27
ARGENX SE
-89.47%ARGENX SE
Shares4
Event2026-06-30
Filed2026-07-27
AEP
-70.65%AMERICAN ELEC PWR CO INC
Shares27
Event2026-06-30
Filed2026-07-27
R
-62.16%RYDER SYS INC
Shares14
Event2026-06-30
Filed2026-07-27
CARR
-68.55%CARRIER GLOBAL CORPORATION
Shares50
Event2026-06-30
Filed2026-07-27
AFL
-86.58%AFLAC INC
Shares31
Event2026-06-30
Filed2026-07-27
HIG
-71.28%HARTFORD INSURANCE GROUP INC
Shares27
Event2026-06-30
Filed2026-07-27
ACAD
0.00%ACADIA PHARMACEUTICALS INC
Shares141
Event2026-06-30
Filed2026-07-27
RKLB
0.00%ROCKET LAB CORP
Shares35
Event2026-06-30
Filed2026-07-27
QCOM
-99.20%QUALCOMM INC
Shares19
Event2026-06-30
Filed2026-07-27
ABNB
-72.41%AIRBNB INC
Shares24
Event2026-06-30
Filed2026-07-27
ALC
-66.88%ALCON AG
Shares51
Event2026-06-30
Filed2026-07-27
NTAP
-65.63%NETAPP INC
Shares22
Event2026-06-30
Filed2026-07-27
MELI
-93.75%MERCADOLIBRE INC
Shares2
Event2026-06-30
Filed2026-07-27
UBER
-84.33%UBER TECHNOLOGIES INC
Shares47
Event2026-06-30
Filed2026-07-27
BKR
-26.51%BAKER HUGHES COMPANY
Shares61
Event2026-06-30
Filed2026-07-27
SATS
0.00%ECHOSTAR CORP
Shares32
Event2026-06-30
Filed2026-07-27
NU
-95.21%NU HLDGS LTD
Shares242
Event2026-06-30
Filed2026-07-27
EG
-84.75%EVEREST GROUP LTD
Shares9
Event2026-06-30
Filed2026-07-27
SHOP
-95.94%SHOPIFY INC
Shares28
Event2026-06-30
Filed2026-07-27
MTB
-51.85%M & T BK CORP
Shares13
Event2026-06-30
Filed2026-07-27
KLAC
-67.74%KLA CORP
Shares10
Event2026-06-30
Filed2026-07-27
GILD
-92.01%GILEAD SCIENCES INC
Shares23
Event2026-06-30
Filed2026-07-27
TXRH
-51.61%TEXAS ROADHOUSE INC
Shares15
Event2026-06-30
Filed2026-07-27
LSTR
-60.00%LANDSTAR SYS INC
Shares14
Event2026-06-30
Filed2026-07-27
SOUTHERN CO
-58.90%SOUTHERN CO
Shares30
Event2026-06-30
Filed2026-07-27
LYG
-74.79%LLOYDS BANKING GROUP PLC
Shares490
Event2026-06-30
Filed2026-07-27
RIVIAN AUTOMOTIVE INC
-43.71%RIVIAN AUTOMOTIVE INC
Shares161
Event2026-06-30
Filed2026-07-27
PLD
-98.26%PROLOGIS INC.
Shares20
Event2026-06-30
Filed2026-07-27
PTGX
0.00%PROTAGONIST THERAPEUTICS INC
Shares22
Event2026-06-30
Filed2026-07-27
ONTO
0.00%ONTO INNOVATION INC
Shares7
Event2026-06-30
Filed2026-07-27
BIZD
11.41%VANECK ETF TRUST
Shares205
Event2026-06-30
Filed2026-07-27
MTD
-90.00%METTLER TOLEDO INTERNATIONAL
Shares2
Event2026-06-30
Filed2026-07-27
RGA
-94.67%REINSURANCE GROUP AMER INC
Shares12
Event2026-06-30
Filed2026-07-27
CTAS
-89.66%CINTAS CORP
Shares15
Event2026-06-30
Filed2026-07-27
ABVX
-69.35%ABIVAX SA
Shares19
Event2026-06-30
Filed2026-07-27
DG
-54.17%DOLLAR GEN CORP
Shares22
Event2026-06-30
Filed2026-07-27
EHC
-74.75%ENCOMPASS HEALTH CORP
Shares25
Event2026-06-30
Filed2026-07-27
HEI
-88.89%HEICO CORP NEW
Shares7
Event2026-06-30
Filed2026-07-27
VRTX
-97.70%VERTEX PHARMACEUTICALS INC
Shares5
Event2026-06-30
Filed2026-07-27
NUE
0.00%NUCOR CORP
Shares11
Event2026-06-30
Filed2026-07-27
Q
-73.21%QNITY ELECTRONICS INC
Shares15
Event2026-06-30
Filed2026-07-27
PFE
-62.41%PFIZER INC
Shares100
Event2026-06-30
Filed2026-07-27
CINF
-75.93%CINCINNATI FINL CORP
Shares13
Event2026-06-30
Filed2026-07-27
VTR
17.39%VENTAS INC
Shares27
Event2026-06-30
Filed2026-07-27
EVR
-70.83%EVERCORE INC
Shares7
Event2026-06-30
Filed2026-07-27
TXT
-68.67%TEXTRON INC
Shares26
Event2026-06-30
Filed2026-07-27
CASY
-93.33%CASEYS GEN STORES INC
Shares3
Event2026-06-30
Filed2026-07-27
NBIX
-68.89%NEUROCRINE BIOSCIENCES INC
Shares14
Event2026-06-30
Filed2026-07-27
MARRIOTT VACATIONS WORLDWIDE
0.00%MARRIOTT VACATIONS WORLDWIDE
Shares23
Event2026-06-30
Filed2026-07-27
PHM
-88.03%PULTE GROUP INC
Shares17
Event2026-06-30
Filed2026-07-27
CHE
-77.27%CHEMED CORP NEW
Shares5
Event2026-06-30
Filed2026-07-27
GL
0.00%GLOBE LIFE INC
Shares13
Event2026-06-30
Filed2026-07-27
FNB
12.04%F N B CORP
Shares121
Event2026-06-30
Filed2026-07-27
DINO
-61.18%HF SINCLAIR CORP
Shares33
Event2026-06-30
Filed2026-07-27
SNOWFLAKE INC
-96.60%SNOWFLAKE INC
Shares9
Event2026-06-30
Filed2026-07-27
PRU
-50.00%PRUDENTIAL FINL INC
Shares21
Event2026-06-30
Filed2026-07-27
OTIS
-74.80%OTIS WORLDWIDE CORP
Shares31
Event2026-06-30
Filed2026-07-27
CME
-88.51%CME GROUP INC
Shares10
Event2026-06-30
Filed2026-07-27
MTCH
-30.49%MATCH GROUP INC NEW
Shares57
Event2026-06-30
Filed2026-07-27
QUANTA SVCS INC
-80.00%QUANTA SVCS INC
Shares3
Event2026-06-30
Filed2026-07-27
WST
-83.78%WEST PHARMACEUTICAL SVSC INC
Shares6
Event2026-06-30
Filed2026-07-27
KKR
-39.47%KKR & CO INC
Shares23
Event2026-06-30
Filed2026-07-27
MAA
15.38%MID-AMER APT CMNTYS INC
Shares15
Event2026-06-30
Filed2026-07-27
WCC
-50.00%WESCO INTL INC
Shares6
Event2026-06-30
Filed2026-07-27
WTM
-66.67%WHITE MTNS INS GROUP LTD
Shares1
Event2026-06-30
Filed2026-07-27
KR
-90.19%KROGER CO
Shares37
Event2026-06-30
Filed2026-07-27
CMG
-40.00%CHIPOTLE MEXICAN GRILL INC
Shares60
Event2026-06-30
Filed2026-07-27
KEX
15.38%KIRBY CORP
Shares15
Event2026-06-30
Filed2026-07-27
HBAN
9.52%HUNTINGTON BANCSHARES INC
Shares115
Event2026-06-30
Filed2026-07-27
LMT
-97.98%LOCKHEED MARTIN CORP
Shares4
Event2026-06-30
Filed2026-07-27
AMG
0.00%AFFILIATED MANAGERS GROUP
Shares6
Event2026-06-30
Filed2026-07-27
TMUS
-82.86%T-MOBILE US INC
Shares12
Event2026-06-30
Filed2026-07-27
MSGS
0.00%MADISON SQUARE GRDN SPRT COR
Shares5
Event2026-06-30
Filed2026-07-27
ODFL
-79.07%OLD DOMINION FREIGHT LINE IN
Shares9
Event2026-06-30
Filed2026-07-27
EOG
-48.28%EOG RES INC
Shares15
Event2026-06-30
Filed2026-07-27
H
-66.67%HYATT HOTELS CORP
Shares10
Event2026-06-30
Filed2026-07-27
TROW
-45.16%PRICE T ROWE GROUP INC
Shares17
Event2026-06-30
Filed2026-07-27
USB
-99.46%US BANCORP
Shares32
Event2026-06-30
Filed2026-07-27
AGO
-71.43%ASSURED GUARANTY LTD
Shares24
Event2026-06-30
Filed2026-07-27
BURLINGTON STORES INC
-70.00%BURLINGTON STORES INC
Shares6
Event2026-06-30
Filed2026-07-27
ON SEMICONDUCTOR CORP
0.00%ON SEMICONDUCTOR CORP
Shares20
Event2026-06-30
Filed2026-07-27
NYT
-51.79%NEW YORK TIMES CO MTN BE
Shares27
Event2026-06-30
Filed2026-07-27
LOGI
17.65%LOGITECH INTL S A
Shares20
Event2026-06-30
Filed2026-07-27
CRM
-88.89%SALESFORCE INC
Shares12
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION
-98.11%COSTCO WHOLESALE CORPORATION
Shares2
Event2026-06-30
Filed2026-07-27
SFM
-78.00%SPROUTS FMRS MKT INC
Shares22
Event2026-06-30
Filed2026-07-27
AGILENT TECHNOLOGIES INC
-73.08%AGILENT TECHNOLOGIES INC
Shares14
Event2026-06-30
Filed2026-07-27
SCHW
-91.27%SCHWAB CHARLES CORP
Shares20
Event2026-06-30
Filed2026-07-27
PBR
-86.56%PETROLEO BRASILEIRO S A
Shares114
Event2026-06-30
Filed2026-07-27
USFD
-90.11%US FOODS HLDG CORP
Shares18
Event2026-06-30
Filed2026-07-27
AMERIPRISE FINL INC
-91.49%AMERIPRISE FINL INC
Shares4
Event2026-06-30
Filed2026-07-27
INTU
-89.86%INTUIT
Shares7
Event2026-06-30
Filed2026-07-27
TEL
-40.00%TE CONNECTIVITY PLC
Shares9
Event2026-06-30
Filed2026-07-27
RF
-53.13%REGIONS FINANCIAL CORP NEW
Shares60
Event2026-06-30
Filed2026-07-27
ULTA BEAUTY INC
-71.43%ULTA BEAUTY INC
Shares4
Event2026-06-30
Filed2026-07-27
VVX
0.00%V2X INC
Shares24
Event2026-06-30
Filed2026-07-27
CRBG
19.23%COREBRIDGE FINL INC
Shares62
Event2026-06-30
Filed2026-07-27
FOXA
-61.80%FOX CORP
Shares34
Event2026-06-30
Filed2026-07-27
DTM
-70.00%DT MIDSTREAM INC
Shares12
Event2026-06-30
Filed2026-07-27
VOD
-82.79%VODAFONE GROUP PLC
Shares133
Event2026-06-30
Filed2026-07-27
CHD
-84.21%CHURCH & DWIGHT CO INC
Shares18
Event2026-06-30
Filed2026-07-27
CCI
-70.89%CROWN CASTLE INC
Shares23
Event2026-06-30
Filed2026-07-27
VMI
0.00%VALMONT INDS INC
Shares3
Event2026-06-30
Filed2026-07-27
VOYA
-62.75%VOYA FINANCIAL INC
Shares19
Event2026-06-30
Filed2026-07-27
FHN
-76.90%FIRST HORIZON CORPORATION
Shares67
Event2026-06-30
Filed2026-07-27
FR
21.74%FIRST INDL RLTY TR INC
Shares28
Event2026-06-30
Filed2026-07-27
CHKP
-80.88%CHECK POINT SOFTWARE TECH LT
Shares13
Event2026-06-30
Filed2026-07-27
GM
-82.40%GENERAL MTRS CO
Shares22
Event2026-06-30
Filed2026-07-27
DEO
-65.57%DIAGEO PLC
Shares21
Event2026-06-30
Filed2026-07-27
STE
-75.00%STERIS PLC
Shares8
Event2026-06-30
Filed2026-07-27
CAH
-98.66%CARDINAL HEALTH INC
Shares7
Event2026-06-30
Filed2026-07-27
DVN
-34.43%DEVON ENERGY CORP NEW
Shares40
Event2026-06-30
Filed2026-07-27
HLT
-85.29%HILTON WORLDWIDE HLDGS INC
Shares5
Event2026-06-30
Filed2026-07-27
WSM
-99.30%WILLIAMS SONOMA INC
Shares7
Event2026-06-30
Filed2026-07-27
MUFG
-95.23%MITSUBISHI UFJ FINANCIAL GRO
Shares82
Event2026-06-30
Filed2026-07-27
ITW
-88.24%ILLINOIS TOOL WKS INC
Shares6
Event2026-06-30
Filed2026-07-27
CFG
-68.92%CITIZENS FINL GROUP INC
Shares23
Event2026-06-30
Filed2026-07-27
RNR
-85.71%RENAISSANCERE HLDGS LTD
Shares5
Event2026-06-30
Filed2026-07-27
SLB
-70.69%SLB LIMITED
Shares34
Event2026-06-30
Filed2026-07-27
HUBB
-83.33%HUBBELL INC
Shares3
Event2026-06-30
Filed2026-07-27
ICLR
-84.21%ICON PUB LTD CO
Shares9
Event2026-06-30
Filed2026-07-27
WASTE MGMT INC DEL
-86.54%WASTE MGMT INC DEL
Shares7
Event2026-06-30
Filed2026-07-27
JLL
0.00%JONES LANG LASALLE INC
Shares5
Event2026-06-30
Filed2026-07-27
OVV
-56.72%OVINTIV INC
Shares29
Event2026-06-30
Filed2026-07-27
VRSN
-93.41%VERISIGN INC
Shares6
Event2026-06-30
Filed2026-07-27
ACUITY INC
-60.00%ACUITY INC
Shares4
Event2026-06-30
Filed2026-07-27
SNN
-55.93%SMITH & NEPHEW PLC
Shares52
Event2026-06-30
Filed2026-07-27
MTG
-87.23%MGIC INVT CORP WIS
Shares53
Event2026-06-30
Filed2026-07-27
DUPONT DE NEMOURS INC
NewDUPONT DE NEMOURS INC
Shares11
Event2026-06-30
Filed2026-07-27
DAVE
0.00%DAVE INC
Shares4
Event2026-06-30
Filed2026-07-27
TXN
-94.12%TEXAS INSTRS INC
Shares5
Event2026-06-30
Filed2026-07-27
AVY
-68.97%AVERY DENNISON CORP
Shares9
Event2026-06-30
Filed2026-07-27
BWA
0.00%BORGWARNER INC
Shares22
Event2026-06-30
Filed2026-07-27
CSL
0.00%CARLISLE COS INC
Shares4
Event2026-06-30
Filed2026-07-27
GPN
-4.76%GLOBAL PMTS INC
Shares20
Event2026-06-30
Filed2026-07-27
OZK
-84.39%BANK OZK LITTLE ROCK ARK
Shares27
Event2026-06-30
Filed2026-07-27
WRBY
-22.03%WARBY PARKER INC
Shares46
Event2026-06-30
Filed2026-07-27
ESI
-88.80%ELEMENT SOLUTIONS INC
Shares29
Event2026-06-30
Filed2026-07-27
IBP
-62.50%INSTALLED BLDG PRODS INC
Shares6
Event2026-06-30
Filed2026-07-27
HLN
-74.48%HALEON PLC
Shares147
Event2026-06-30
Filed2026-07-27
INSULET CORP
-40.00%INSULET CORP
Shares9
Event2026-06-30
Filed2026-07-27
LFUS
-76.92%LITTELFUSE INC
Shares3
Event2026-06-30
Filed2026-07-27
BWXT
-88.89%BWX TECHNOLOGIES INC
Shares7
Event2026-06-30
Filed2026-07-27
CRL
-53.85%CHARLES RIV LABS INTL INC
Shares6
Event2026-06-30
Filed2026-07-27
KRC
-50.00%KILROY REALTY CORP
Shares36
Event2026-06-30
Filed2026-07-27
GIII
0.00%G III APPAREL GROUP LTD
Shares40
Event2026-06-30
Filed2026-07-27
HMC
-83.88%HONDA MOTOR CO LTD
Shares49
Event2026-06-30
Filed2026-07-27
BPOP
-90.00%POPULAR INC
Shares8
Event2026-06-30
Filed2026-07-27
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available