Sponsored

The Analysis of FOSTER & MOTLEY INC's Holdings & P&L

Currently, FOSTER & MOTLEY INC holds 405 types of securities in its portfolio with a total value $2.2M. In the most recent quarter, they have increased their positions in VYMI (+613.9K shares, valued at $60.3K), AVDE (+144.5K shares, valued at $12.9K), ELD (+337.7K shares, valued at $9.7K); decreased their positions in EMB (-91.6K shares, valued at $8.8K), LEMB (-197.2K shares, valued at $8.4K), GLW (-21.6K shares, valued at $5.5K); initiated new positions in VYMI (+613.9K shares, valued at $60.3K), ELD (+337.7K shares, valued at $9.7K), N/A (+42.7K shares, valued at $5.8K).

1M P&L

+17.1M+0.84%

3M P&L

+35.6M+1.77%

HY P&L

+144.5M+7.59%

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/A1.1M

53.2%

2Consumer Electronics74.0K

3.7%

3Internet Content & Information44.8K

2.2%

Top Industries by Stock Count

1N/A96 stocks

26.2%

2Utilities - Regulated Electric9 stocks

2.5%

3Drug Manufacturers - General9 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDF Schwab Fundamental Intl Lg Co ETF2.5M shares4.01%2026-06-302026-08-07

SCHF Schwab International Equity ETF3.3M shares4.75%2026-06-302026-08-07

JMBS Janus Henderson Mortgage-Backed ETF1.9M shares-4.75%2026-06-302026-08-07

AAPL Apple Computer Inc255.7K shares3.91%2026-06-302026-08-07

VYMI Vanguard Intl Hi Div Yld Idx ETF613.9K sharesnew addition2026-06-302026-08-07

AVEM Avantis Emerging Markets Equity ETF515.2K shares-1.15%2026-06-302026-08-07

FNDE Schwab Fundamental Emerg Mkts Lg Co ETF1.2M shares-0.51%2026-06-302026-08-07

AVDE Avantis International Equity ETF543.2K shares36.24%2026-06-302026-08-07

Sponsored

EYLD Cambria Emerging Shareholder Yield ETF1.0M shares-0.82%2026-06-302026-08-07

RODM Hartford Multifactor Developed Markets ETF1.0M shares-5.08%2026-06-302026-08-07

GOOG Alphabet Inc Class C107.6K shares-3.49%2026-06-302026-08-07

SCHR Schwab Intermediate-Term U.S. Trsy ETF1.4M shares23.39%2026-06-302026-08-07

MSFT Microsoft Corp85.8K shares6.92%2026-06-302026-08-07

JAAA Janus Henderson AAA CLO ETF604.1K shares5.21%2026-06-302026-08-07

VNQ Vanguard Reit Index ETF312.7K shares4.38%2026-06-302026-08-07

BND Vanguard Total Bond Market ETF406.9K shares16.46%2026-06-302026-08-07

Sponsored

SCHP Schwab US TIPS ETF1.1M shares12.14%2026-06-302026-08-07

TPYP Tortoise North American Pipeline Fund645.8K shares0.74%2026-06-302026-08-07

SCHH Schwab U.S. REIT ETF944.8K shares-4.57%2026-06-302026-08-07

SPDR S&P 500 ETF SPDR S&P 500 ETF29.6K shares3.68%2026-06-302026-08-07

DELL Dell Inc.50.3K shares-8.19%2026-06-302026-08-07

JBL Jabil Circuit Inc.51.6K shares-10.39%2026-06-302026-08-07

Cisco Systems Inc Cisco Systems Inc165.7K shares-2.31%2026-06-302026-08-07

FNDA Schwab Fundamental US Small Company ETF470.0K shares-0.41%2026-06-302026-08-07

Sponsored

LRGF iShares Edge MSCI Multifactor USA ETF223.0K shares-1.44%2026-06-302026-08-07

J P Morgan Chase & Co. J P Morgan Chase & Co.50.5K shares0.43%2026-06-302026-08-07

VTEB Vanguard Tax-Exempt Bond Index ETF304.8K shares-2.09%2026-06-302026-08-07

INTF iShares Edge MSCI Multifactor Intl ETF368.0K shares-0.67%2026-06-302026-08-07

SPIB SPDR Barclays Cap Interm Term Corp Bond ETF439.2K shares23.14%2026-06-302026-08-07

Meta Platforms, Inc. Meta Platforms, Inc.26.0K shares4.34%2026-06-302026-08-07

TNL Travel & Leisure Co.191.4K shares2.97%2026-06-302026-08-07

AbbVie Inc. AbbVie Inc.58.0K shares2.95%2026-06-302026-08-07

Sponsored

Applied Materials Inc Applied Materials Inc19.6K shares15.20%2026-06-302026-08-07

HIG Hartford Financial Services105.3K shares0.80%2026-06-302026-08-07

CAT Caterpillar Inc12.6K shares-12.89%2026-06-302026-08-07

CMI Cummins Inc18.4K shares-11.18%2026-06-302026-08-07

KR Kroger Company231.9K shares0.91%2026-06-302026-08-07

SRVR Pacer Benchmark Data & Infrastructure Real Estate ETF395.3K shares4.86%2026-06-302026-08-07

IWD iShares Russell 1000 Value ETF50.6K shares5.91%2026-06-302026-08-07

NVDA Nvidia Corp60.7K shares37.89%2026-06-302026-08-07

Sponsored

URI United Rentals, Inc.10.7K shares-0.07%2026-06-302026-08-07

AMGN Amgen Incorporated32.9K shares-2.12%2026-06-302026-08-07

AVUV Avantis US Small Cap Value ETF94.5K shares1.20%2026-06-302026-08-07

GLW Corning Inc45.5K shares-32.21%2026-06-302026-08-07

JNJ Johnson & Johnson45.3K shares-2.07%2026-06-302026-08-07

AVT Avnet, Inc.126.8K shares-13.75%2026-06-302026-08-07

UNM Unum Group123.5K shares-0.31%2026-06-302026-08-07

HCA HCA Holdings, Inc.28.3K shares-0.95%2026-06-302026-08-07

Sponsored

LRCX LAM Research Corporation24.5K shares-11.83%2026-06-302026-08-07

GM General Motors Company132.6K shares-0.08%2026-06-302026-08-07

SNX SYNNEX Corp.37.8K shares-2.23%2026-06-302026-08-07

FNDX Schwab Fundamental US Large Company ETF322.2K shares1.04%2026-06-302026-08-07

PMBS PIMCO Mortgage Backed Securities201.4K shares650.87%2026-06-302026-08-07

HPE Hewlett Packard Enterprise Comp219.2K shares-27.12%2026-06-302026-08-07

MFC Manulife Financial Corporation243.5K shares-9.29%2026-06-302026-08-07

ELD WisdomTree Emerging Markets Local Debt ETF337.7K sharesnew addition2026-06-302026-08-07

Sponsored

MCK McKesson HBOC Inc12.8K shares-2.26%2026-06-302026-08-07

FOXA Twenty-First Century Fox, Inc. Cl A177.1K shares-1.29%2026-06-302026-08-07

BYD Boyd Gaming Corp102.9K shares4.20%2026-06-302026-08-07

IBM Intl Business Machines31.4K shares-2.55%2026-06-302026-08-07

MUNI PIMCO Intermediate Muni Bond Strgy ETF167.0K shares17.83%2026-06-302026-08-07

MTG MGIC Investment Corp305.5K shares0.89%2026-06-302026-08-07

AFL AFLAC Inc73.3K shares-12.46%2026-06-302026-08-07

PHM PulteGroup Inc62.5K shares-4.97%2026-06-302026-08-07

Sponsored

DHI D R Horton Co52.6K shares-0.97%2026-06-302026-08-07

NXST Nexstar Media Group47.8K shares-3.72%2026-06-302026-08-07

PG Procter & Gamble57.9K shares-1.50%2026-06-302026-08-07

KLAC K L A Tencor Corp27.6K shares867.11%2026-06-302026-08-07

Visa, Inc. Visa, Inc.23.9K shares0.09%2026-06-302026-08-07

Oracle Corporation Oracle Corporation55.7K shares-3.03%2026-06-302026-08-07

JMUB JPMorgan Municipal ETF158.0K shares117.52%2026-06-302026-08-07

Ameriprise Financial, Inc. Ameriprise Financial, Inc.17.2K shares-11.11%2026-06-302026-08-07

Sponsored

FMB First Trust Managed Municipal ETF152.5K shares19.64%2026-06-302026-08-07

SNA Snap On Inc18.3K shares-5.06%2026-06-302026-08-07

Allison Transmission Holdings, INc. Allison Transmission Holdings, INc.65.0K shares-2.61%2026-06-302026-08-07

MET Metlife Inc84.7K shares-0.16%2026-06-302026-08-07

TXN Texas Instruments Inc24.0K shares-1.14%2026-06-302026-08-07

VZ Verizon Communications168.4K shares3.02%2026-06-302026-08-07

Broadcom Limited Broadcom Limited18.6K shares2.21%2026-06-302026-08-07

QCOM Qualcomm Inc37.3K shares-3.56%2026-06-302026-08-07

Sponsored

WMT Wal-Mart Stores Inc59.3K shares-2.62%2026-06-302026-08-07

STLD Steel Dynamics, Inc.29.1K shares-13.81%2026-06-302026-08-07

EFA iShares MSCI EAFE ETF61.6K shares-0.93%2026-06-302026-08-07

UGI UGI Corporation New184.3K shares2.16%2026-06-302026-08-07

PCAR PACCAR Inc53.0K shares-16.83%2026-06-302026-08-07

TM Toyota Motor Corporation37.0K shares-3.48%2026-06-302026-08-07

Travelers Companies Inc Travelers Companies Inc18.8K shares-0.28%2026-06-302026-08-07

NOC Northrop Grumman Corp12.1K shares-2.67%2026-06-302026-08-07

Sponsored

GD General Dynamics Corp17.3K shares-2.54%2026-06-302026-08-07

NFG National Fuel Gas Co78.2K shares-1.76%2026-06-302026-08-07

EQH Equitable Holdings, Inc.133.3K shares-22.30%2026-06-302026-08-07

Exxon Mobil Corporation Exxon Mobil Corporation42.7K sharesnew addition2026-06-302026-08-07

MBB iShares MBS Bond ETF61.5K shares-39.86%2026-06-302026-08-07

CAH Cardinal Health Inc24.1K shares-8.38%2026-06-302026-08-07

TGT Target Corporation43.8K shares19.35%2026-06-302026-08-07

SYF Synchrony Financial71.3K shares9.74%2026-06-302026-08-07

Sponsored

CVX Chevron Corp32.1K shares-9.53%2026-06-302026-08-07

MPC Marathon Petroleum Corporation20.5K shares-4.54%2026-06-302026-08-07

TEL TE Connectivity Ltd.25.4K shares-12.33%2026-06-302026-08-07

CF CF Industries Holdings, Inc.45.6K shares1.09%2026-06-302026-08-07

MRK Merck & Co Inc38.3K shares4.89%2026-06-302026-08-07

VLO Valero Energy Corp New18.8K shares-2.82%2026-06-302026-08-07

EOG EOG Resources, Inc37.3K shares-5.51%2026-06-302026-08-07

NTAP Network Appliance Inc30.9K shares-12.01%2026-06-302026-08-07

Sponsored

GS Goldman Sachs Group Inc4.7K shares-8.15%2026-06-302026-08-07

OC Owens Corning Inc.29.5K shares-7.24%2026-06-302026-08-07

CRUS Cirrus Logic Inc31.5K shares7.08%2026-06-302026-08-07

BDC Belden Inc38.7K shares-4.59%2026-06-302026-08-07

OMC Omnicom Group Inc61.8K shares-37.55%2026-06-302026-08-07

VNT Vontier Corp155.0K shares-10.71%2026-06-302026-08-07

NUE Nucor Corp19.5K shares-11.59%2026-06-302026-08-07

PRU Prudential Financial Inc40.1K shares-20.91%2026-06-302026-08-07

Sponsored

DKS Dick's Sporting Goods Inc.18.0K shares-13.39%2026-06-302026-08-07

PFE Pfizer Incorporated168.2K shares4.93%2026-06-302026-08-07

TMHC Taylor Morrison Home Corporation56.2K shares2.66%2026-06-302026-08-07

MUB iShares Natl Amt-Free Muni Bond ETF37.2K shares0.71%2026-06-302026-08-07

GOOGL Alphabet Inc Class A10.8K shares1.28%2026-06-302026-08-07

VGIT Vanguard Interm-Tm Govt Bd Inx ETF65.2K shares-2.22%2026-06-302026-08-07

VRSN VeriSign, Inc.14.8K shares-18.89%2026-06-302026-08-07

PXH Invesco FTSE RAFI Emerging Markets ETF132.0K shares-4.04%2026-06-302026-08-07

Sponsored

PAAA PGIM AAA CLO ETF70.7K shares46.42%2026-06-302026-08-07

TIP iShares Barclays TIPS Bond33.1K shares0.12%2026-06-302026-08-07

XLRE The Real Estate Select Sector SPDR Fund81.3K shares-3.42%2026-06-302026-08-07

SJM J M Smuckers Co31.7K shares10.10%2026-06-302026-08-07

DGX Quest Diagnostic Inc16.6K shares-7.51%2026-06-302026-08-07

SANM Sanmina-SCI Corp13.8K shares-42.01%2026-06-302026-08-07

RS Reliance Steel & Aluminum Co9.2K shares-13.32%2026-06-302026-08-07

UNP Union Pacific12.5K shares-0.45%2026-06-302026-08-07

Sponsored

NVS Novartis A G Spon Adr21.4K shares-3.01%2026-06-302026-08-07

VWO Vanguard Emerging Markets Stock ETF55.7K shares6.32%2026-06-302026-08-07

AIG American Intl Group Inc44.3K shares-3.69%2026-06-302026-08-07

LOW Lowes Companies Inc14.9K shares-15.50%2026-06-302026-08-07

BMY Bristol-Myers Squibb Co56.5K shares18.26%2026-06-302026-08-07

AN Autonation Inc.17.5K shares-5.45%2026-06-302026-08-07

LDOS Leidos Holdings Inc31.4K shares-13.17%2026-06-302026-08-07

INGR Ingredion Incorporated33.9K shares-4.47%2026-06-302026-08-07

Sponsored

PFG Principal Financial Group Inc.29.6K shares-14.59%2026-06-302026-08-07

EIX Edison International42.7K shares4.95%2026-06-302026-08-07

VBR Vanguard Small Cap Value ETF12.9K shares-2.11%2026-06-302026-08-07

TAP Molson Coors Brewing Clb79.1K shares-3.48%2026-06-302026-08-07

T A T & T Inc.144.4K shares-2.45%2026-06-302026-08-07

ETN Eaton Corporation plc7.0K shares47.83%2026-06-302026-08-07

USB US Bancorp49.1K shares10.13%2026-06-302026-08-07

ARW Arrow Electronics, Inc.13.6K shares-16.07%2026-06-302026-08-07

Sponsored

TPR Tapestry Inc19.6K shares-3.86%2026-06-302026-08-07

MTCH Match Group, Inc.74.9K shares7.26%2026-06-302026-08-07

ST Sensata Technologies Holding NV58.2K shares27.76%2026-06-302026-08-07

DOX Amdocs Limited Common Stock53.7K shares-11.35%2026-06-302026-08-07

SPHY SPDR Portfolio High Yield Bond ETF113.7K shares11.32%2026-06-302026-08-07

SGOV iShares 0-3 Month Treasury Bond ETF26.1K shares62.70%2026-06-302026-08-07

Accenture Ltd Cl A Accenture Ltd Cl A21.1K shares7.14%2026-06-302026-08-07

KHC The Kraft Heinz Company111.0K shares-14.36%2026-06-302026-08-07

Sponsored

RF Regions Financial Cp New83.6K shares-5.66%2026-06-302026-08-07

GPI Group 1 Automotive, Inc.8.7K shares-0.89%2026-06-302026-08-07

TJX TJX Cos Inc16.5K shares9.91%2026-06-302026-08-07

LEMB iShares Emerging Markets Local Currency Bond ETF58.4K shares-77.14%2026-06-302026-08-07

CTSH Cognizant Technology Solutions Corp.63.6K shares-21.74%2026-06-302026-08-07

VONE Vanguard Russell 1000 ETF6.9K shares-4.22%2026-06-302026-08-07

CCK Crown Holdings, Inc.20.9K shares7.13%2026-06-302026-08-07

MAS Masco Corporation28.3K shares7.31%2026-06-302026-08-07

Sponsored

TMO Thermo Fisher Scientific Inc.4.5K shares-1.32%2026-06-302026-08-07

GlaxoSmithKline plc GlaxoSmithKline plc42.5K shares-1.45%2026-06-302026-08-07

EQNR Equinor ASA70.5K shares-5.02%2026-06-302026-08-07

BWA BorgWarner Inc31.3K shares-3.89%2026-06-302026-08-07

BRK.B Berkshire Hathaway Cl B4.1K shares119.73%2026-06-302026-08-07

TD Toronto-Dominion Bank16.8K shares-3.56%2026-06-302026-08-07

SAIC Science Applications International Corp18.5K shares-13.43%2026-06-302026-08-07

NRG NRG Energy, Inc13.8K shares-4.63%2026-06-302026-08-07

Sponsored

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF20.7K shares40.23%2026-06-302026-08-07

Halozyme Therapeutics, Inc. Halozyme Therapeutics, Inc.25.5K shares6.03%2026-06-302026-08-07

BBY Best Buy Inc25.9K shares-12.02%2026-06-302026-08-07

AMKR Amkor Technology Inc22.6K shares-11.68%2026-06-302026-08-07

OVV Ovintiv Inc.36.7K shares-4.34%2026-06-302026-08-07

MS Morgan Stanley9.1K shares-11.28%2026-06-302026-08-07

RTX Corp. RTX Corp.9.9K shares-3.35%2026-06-302026-08-07

CVS C V S Caremark Corp.17.7K shares3.62%2026-06-302026-08-07

Sponsored

Medtronic PLC Medtronic PLC22.8K shares-16.70%2026-06-302026-08-07

Suncor Energy Inc Suncor Energy Inc32.9K shares-10.04%2026-06-302026-08-07

HPQ HP Inc.80.4K shares-40.27%2026-06-302026-08-07

ORI Old Republic International Corporation42.5K shares-22.48%2026-06-302026-08-07

CDW CDW Corporation12.3K shares-13.59%2026-06-302026-08-07

WSM Williams Sonoma7.1K shares-5.58%2026-06-302026-08-07

FNF Fidelity National Finl.35.0K shares-11.84%2026-06-302026-08-07

CSX CSX Corp.34.5K shares-20.71%2026-06-302026-08-07

Sponsored

MCD McDonald's Corp.6.1K shares5.62%2026-06-302026-08-07

THC Tenet Healthcare Corp8.7K shares-6.74%2026-06-302026-08-07

ADM Archer-Daniels-Midland Co.20.5K shares-19.80%2026-06-302026-08-07

KMI Kinder Morgan, Inc.48.6K shares-6.32%2026-06-302026-08-07

GILD Gilead Sciences Inc12.0K shares-5.71%2026-06-302026-08-07

COR Cencora, Inc.5.3K shares-5.37%2026-06-302026-08-07

iShares Core S&P 500 ETF iShares Core S&P 500 ETF2.0K shares6.52%2026-06-302026-08-07

TXT Textron, Inc.16.1K shares19.40%2026-06-302026-08-07

Sponsored

PSMT PriceSmart, Inc.7.5K shares-29.40%2026-06-302026-08-07

PCRX Pacira BioSciences Inc57.8K shares1.43%2026-06-302026-08-07

TROW T. Rowe Price Group, Inc.12.9K shares12.55%2026-06-302026-08-07

EXC Exelon Corporation31.2K shares-1.30%2026-06-302026-08-07

YOU Clear Secure, Inc.26.0K shares-2.98%2026-06-302026-08-07

Chubb Ltd Chubb Ltd4.2K shares-3.20%2026-06-302026-08-07

INFY Infosys Limited135.9K shares-14.11%2026-06-302026-08-07

VTV Vanguard Value ETF6.5K shares1.83%2026-06-302026-08-07

Sponsored

SHEL Shell plc17.8K shares-11.96%2026-06-302026-08-07

FDX FedEx Corp.4.4K shares3.98%2026-06-302026-08-07

PATK Patrick Industries Inc.15.0K shares-6.50%2026-06-302026-08-07

EXPD Expeditors International of Washington Inc.8.2K shares-1.45%2026-06-302026-08-07

EMB iShares JPMorgan USD Emerg Markets Bond ETF13.9K shares-86.85%2026-06-302026-08-07

LOGI Logitech International S.A.14.2K shares-14.77%2026-06-302026-08-07

ETR Entergy Corp New11.5K shares-7.03%2026-06-302026-08-07

JHG Janus Henderson Group25.4K shares-55.14%2026-06-302026-08-07

Sponsored

CNM Core & Main, Inc.26.6K shares-23.50%2026-06-302026-08-07

SCHD Schwab U.S. Dividend Equity ETF40.0K shares355.97%2026-06-302026-08-07

UnitedHealth Group Inc. UnitedHealth Group Inc.2.9K shares-2.91%2026-06-302026-08-07

Lab Cp Of Amer Hldg New Lab Cp Of Amer Hldg New4.3K shares-11.32%2026-06-302026-08-07

GEN Gen Digital, Inc.48.4K shares-14.84%2026-06-302026-08-07

TTE Total SA15.4K shares-15.45%2026-06-302026-08-07

CBT Cabot Corporation13.2K shares-1.90%2026-06-302026-08-07

LMT Lockheed Martin Corp2.3K shares58.20%2026-06-302026-08-07

Sponsored

BEN Franklin Resources Inc35.9K shares-2.99%2026-06-302026-08-07

PXF Invesco FTSE RAFI Dev Mkts ex-US ETF15.7K shares0.00%2026-06-302026-08-07

AMZN Amazon.com Inc.4.9K shares12.24%2026-06-302026-08-07

Aptiv PLC Aptiv PLC19.0K shares194.93%2026-06-302026-08-07

Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF3.1K shares0.92%2026-06-302026-08-07

HD Home Depot Inc3.2K shares-2.06%2026-06-302026-08-07

EHC Encompass Health Corp10.8K shares-7.08%2026-06-302026-08-07

DFAE Dimensional Emerging Core Equity Market ETF26.7K shares0.00%2026-06-302026-08-07

Sponsored

LEA Lear Corp7.9K shares-1.81%2026-06-302026-08-07

CEG Constellation Energy Co4.3K shares-0.23%2026-06-302026-08-07

OZK Bank OZK20.3K shares60.20%2026-06-302026-08-07

RGA Reinsurance Group of America4.9K shares-5.37%2026-06-302026-08-07

VIG Vanguard Dividend Appreciation ETF4.4K shares34.54%2026-06-302026-08-07

GDXJ VanEck Vectors Junior Gold Miners ETF10.6K shares0.00%2026-06-302026-08-07

LYB LyondellBasell Industrials NV19.4K shares-19.63%2026-06-302026-08-07

HMC Honda Motor Co Adr37.5K shares-40.83%2026-06-302026-08-07

Sponsored

CI CIGNA Corp3.7K shares-8.81%2026-06-302026-08-07

VOO Vanguard S&P 500 ETF1.4K shares3.88%2026-06-302026-08-07

CSL Carlisle Companies Inc2.7K shares8.93%2026-06-302026-08-07

ITW Illinois Tool Works3.7K shares-0.65%2026-06-302026-08-07

LLY Eli Lilly & Company814 shares-0.73%2026-06-302026-08-07

COF Capital One Financial Corp4.9K shares-23.56%2026-06-302026-08-07

WFC Wells Fargo & Company11.8K shares120.41%2026-06-302026-08-07

AZO AutoZone Inc303 shares-9.82%2026-06-302026-08-07

Sponsored

CMCSA Comcast Corp39.2K shares-13.92%2026-06-302026-08-07

EG Everest Group Ltd2.6K shares-6.84%2026-06-302026-08-07

GEV GE Vernova Inc802 sharesnew addition2026-06-302026-08-07

HYD VanEck Vectors High-Yield Muni ETF18.3K shares8.51%2026-06-302026-08-07

EFAV iShares MSCI EAFE Min Volatility ETF10.7K shares-1.53%2026-06-302026-08-07

HBAN Huntington Bancshares Incorporated52.3K shares-2.89%2026-06-302026-08-07

ASO Academy Sports and Outdoors, Inc.19.3K shares-3.20%2026-06-302026-08-07

ADP Automatic Data Processing, Inc.4.1K shares-3.52%2026-06-302026-08-07

Sponsored

DINO HF Sinclair Corp12.8K shares213.91%2026-06-302026-08-07

TSM Taiwan Semiconductor Manufacturing Co.1.9K shares-6.45%2026-06-302026-08-07

EEM iShares MSCI Emerging Markets Index ETF12.9K shares0.00%2026-06-302026-08-07

JPST JPMorgan Ultra-Short Income ETF17.4K shares-27.69%2026-06-302026-08-07

DE Deere & Co1.4K shares-12.42%2026-06-302026-08-07

FITB Fifth Third Bancorp15.3K shares-6.27%2026-06-302026-08-07

IDCC Interdigital Comm Corp3.0K shares-0.52%2026-06-302026-08-07

CNQ Canadian Natural Resources Limited21.5K shares-12.79%2026-06-302026-08-07

Sponsored

Honeywell International Honeywell International3.7K sharesnew addition2026-06-302026-08-07

HCC Warrior Met Coal, Inc.10.2K shares0.00%2026-06-302026-08-07

SMLF iShares Edge MSCI Mltfct USA SmCp ETF9.3K shares-2.93%2026-06-302026-08-07

BDX Becton Dickinson & Co5.5K shares-3.35%2026-06-302026-08-07

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.7K sharesnew addition2026-06-302026-08-07

PGR Progressive Corp.3.7K shares0.05%2026-06-302026-08-07

SFM Sprouts Farmers Market9.5K shares-5.48%2026-06-302026-08-07

BP BP PLC Adr21.6K shares52.71%2026-06-302026-08-07

Sponsored

BAC Bank of America Corp13.9K shares-2.40%2026-06-302026-08-07

BPOP Popular Inc4.8K shares-6.97%2026-06-302026-08-07

DOLE Dole plc56.2K shares-12.40%2026-06-302026-08-07

Seagate Technology PLC F Seagate Technology PLC F800 shares-30.62%2026-06-302026-08-07

IJH iShares Core S&P Mid-Cap ETF10.0K shares51.28%2026-06-302026-08-07

ACI Albertsons Companies, Inc.56.1K shares-8.27%2026-06-302026-08-07

RRC Range Resources Corporation20.4K shares0.00%2026-06-302026-08-07

FLEX Flextronics Intl Ltd4.5K shares-33.40%2026-06-302026-08-07

Sponsored

MUR Murphy Oil Corp Hldg22.1K shares-3.35%2026-06-302026-08-07

VSH Vishay Intertechnology Inc.13.3K shares-56.13%2026-06-302026-08-07

BG Bunge Ltd.6.7K shares-25.72%2026-06-302026-08-07

MLPX Global X MLP & Energy Infrastructure ETF9.6K shares-0.71%2026-06-302026-08-07

Microchip Technology Inc Microchip Technology Inc7.6K shares-6.05%2026-06-302026-08-07

CHRD Chord Energy Corporation6.1K shares-1.09%2026-06-302026-08-07

PEP PepsiCo Incorporated5.1K shares-3.55%2026-06-302026-08-07

HRMY Harmony Biosciences Holdings Inc18.9K shares-22.30%2026-06-302026-08-07

Sponsored

TFC Truist Financial Corp13.7K shares20.44%2026-06-302026-08-07

IEMG iShares Core MSCI Emerging Markets ETF8.2K shares64.10%2026-06-302026-08-07

IAU iShares Gold Trust ETF8.9K shares140.85%2026-06-302026-08-07

SCHB Schwab US Broad Mkt ETF23.2K shares1.46%2026-06-302026-08-07

OTTR Otter Tail Corporation7.2K shares-6.80%2026-06-302026-08-07

WLY John Wiley & Sons, Inc.13.2K sharesnew addition2026-06-302026-08-07

WCC Wesco International Inc1.8K shares-11.87%2026-06-302026-08-07

QQQ Invesco QQQ ETF858 shares-0.12%2026-06-302026-08-07

Sponsored

3M Company 3M Company3.9K shares-4.98%2026-06-302026-08-07

CMS CMS Energy Corp8.0K shares-8.16%2026-06-302026-08-07

DSL DoubleLine Income Solutions Fund54.8K shares-0.59%2026-06-302026-08-07

GPOR Gulfport Energy Corp3.6K shares-32.16%2026-06-302026-08-07

LEN Lennar Corp Cl A6.6K shares-12.28%2026-06-302026-08-07

HAS Hasbro Inc7.3K shares-2.51%2026-06-302026-08-07

CINF Cincinnati Financial Cp3.2K shares-2.61%2026-06-302026-08-07

Mastercard Incorporated Mastercard Incorporated1.1K shares-7.82%2026-06-302026-08-07

Sponsored

HSIC Henry Schein, Inc.6.9K shares13.78%2026-06-302026-08-07

STT State Street Corp3.4K shares-8.53%2026-06-302026-08-07

ISRG Intuitive Surgical Inc1.4K shares0.00%2026-06-302026-08-07

IJR iShares S&P Small-Cap ETF3.9K shares14.10%2026-06-302026-08-07

OSK Oshkosh Truck Corp3.7K shares22.47%2026-06-302026-08-07

SLVM Sylvamo Corporation15.0K shares-37.98%2026-06-302026-08-07

CMC Commercial Metals Company8.9K shares-12.90%2026-06-302026-08-07

AXP American Express Company1.6K shares1.73%2026-06-302026-08-07

Sponsored

GOVT iShares Trust - U.S. Treasury Bond ETF24.5K shares-2.79%2026-06-302026-08-07

VanEck Vectors Gold Miners ETF VanEck Vectors Gold Miners ETF7.4K shares-11.27%2026-06-302026-08-07

PH Parker-Hannifin Corporation567 shares9.25%2026-06-302026-08-07

PRF Invesco FTSE RAFI US 1000 ETF10.1K shares-3.23%2026-06-302026-08-07

F Ford Motor Company39.3K shares-8.62%2026-06-302026-08-07

OGE OGE Energy Corp11.2K shares-10.38%2026-06-302026-08-07

GLD SPDR Gold Shares1.5K shares148.41%2026-06-302026-08-07

PSX Phillips 663.2K shares-0.34%2026-06-302026-08-07

Sponsored

SYY Sysco Corporation6.4K shares-21.14%2026-06-302026-08-07

EA Electronic Arts Inc.2.6K shares-4.81%2026-06-302026-08-07

AVGE Avantis All Equity Markets ETF5.4K shares1.37%2026-06-302026-08-07

CALM Cal Maine Foods Inc New6.5K shares-29.75%2026-06-302026-08-07

C Citigroup Inc3.6K shares-1.18%2026-06-302026-08-07

SON Sonoco Products Co8.9K shares69.66%2026-06-302026-08-07

CROX Crocs Inc4.2K shares-5.82%2026-06-302026-08-07

SYK Stryker Corp1.6K shares-0.75%2026-06-302026-08-07

Sponsored

SUB iShares Short-Term National Muni Bond ETF4.7K shares28.48%2026-06-302026-08-07

JPUS JPMorgan Diversified Return U.S. Equity ETF3.5K shares-0.06%2026-06-302026-08-07

VTRS Viatris Inc30.7K shares-4.26%2026-06-302026-08-07

PBR Petroleo Brasileiro29.5K shares-29.28%2026-06-302026-08-07

VXUS Vanguard Total International Stock ETF5.4K shares54.33%2026-06-302026-08-07

CARR Carrier Global Corp6.2K shares-0.49%2026-06-302026-08-07

NEM Newmont Mining Corp4.8K shares14.45%2026-06-302026-08-07

SPDR Portfolio S&P SPDR Portfolio S&P5.1K shares22.14%2026-06-302026-08-07

Sponsored

SCHE Schwab Emerging Mkts Equity ETF12.2K shares-12.30%2026-06-302026-08-07

IWF iShares Russell 1000 Growth ETF3.6K shares299.89%2026-06-302026-08-07

GIII G-III Apparel Group, Ltd.13.1K shares20.29%2026-06-302026-08-07

VGT Vanguard Information Technology ETF3.7K shares700.66%2026-06-302026-08-07

DUK Duke Energy Corp3.4K shares95.91%2026-06-302026-08-07

Costco Whsl Corp New Costco Whsl Corp New459 shares3.85%2026-06-302026-08-07

IWB iShares Russell 1000 ETF1.0K shares-0.10%2026-06-302026-08-07

ED Consolidated Edison3.8K shares-3.57%2026-06-302026-08-07

Sponsored

SAH Sonic Automotive Inc4.9K shares-3.82%2026-06-302026-08-07

GIS General Mills Inc11.9K shares-26.71%2026-06-302026-08-07

TSN Tyson Foods Inc7.2K shares-17.90%2026-06-302026-08-07

DIS Disney Walt Hldg Co4.3K shares48.34%2026-06-302026-08-07

IRM Iron Mountain Incorporated3.2K shares-2.13%2026-06-302026-08-07

NXP Semiconductors NV NXP Semiconductors NV1.4K shares-6.78%2026-06-302026-08-07

RNG RingCentral, Inc.10.1K sharesnew addition2026-06-302026-08-07

AEP American Electric Power Co., Inc2.8K shares32.12%2026-06-302026-08-07

Sponsored

VEA Vanguard FTSE Developed Markets ETF5.3K shares0.00%2026-06-302026-08-07

SBH Sally Beauty Holdings, Inc.26.5K sharesnew addition2026-06-302026-08-07

COP ConocoPhillips3.6K shares0.34%2026-06-302026-08-07

MUSA Murphy USA, Inc689 shares-6.13%2026-06-302026-08-07

Amcor Plc Amcor Plc8.5K shares-49.93%2026-06-302026-08-07

KBH KB Home5.9K shares-26.10%2026-06-302026-08-07

UPS United Parcel Service, Inc.3.4K sharesnew addition2026-06-302026-08-07

DOV Dover Corporation1.6K shares-1.95%2026-06-302026-08-07

Sponsored

CHTR Charter Communications2.5K shares35.96%2026-06-302026-08-07

VO Vanguard Mid Cap ETF4.4K shares326.41%2026-06-302026-08-07

NTR Nutrien Ltd.5.4K shares-11.94%2026-06-302026-08-07

IWM iShares Russell 2000 ETF1.1K shares1.16%2026-06-302026-08-07

BK Bank of New York Mellon Corporation2.3K sharesnew addition2026-06-302026-08-07

PNC PNC Financial Services1.4K shares-1.58%2026-06-302026-08-07

ABT Abbott Laboratories3.7K shares11.63%2026-06-302026-08-07

LKQ LKQ Corp.12.8K shares-24.98%2026-06-302026-08-07

Sponsored

ROST Ross Stores, Inc1.5K shares0.00%2026-06-302026-08-07

FNDB Schwab Fundamental US Broad Mkt ETF10.5K shares0.32%2026-06-302026-08-07

PPG PPG Industries Inc2.6K shares-8.14%2026-06-302026-08-07

DLN WisdomTree LargeCap Dividend ETF3.3K shares23.69%2026-06-302026-08-07

DFAW Dimensional World Equity ETF3.8K shares2.38%2026-06-302026-08-07

VAL Valaris Limited4.3K shares0.00%2026-06-302026-08-07

CAG ConAgra Brands, Inc.23.3K shares-14.41%2026-06-302026-08-07

SLV iShares Silver Trust5.9K shares0.00%2026-06-302026-08-07

Sponsored

IJS iShares S&P Small-Cap 600 Value ETF2.2K shares0.00%2026-06-302026-08-07

IWS iShares Russell Mid-cap Value ETF1.9K shares0.00%2026-06-302026-08-07

DFEM Dimensional Emerging Markets7.3K shares0.00%2026-06-302026-08-07

TDC Teradata Corporation8.3K sharesnew addition2026-06-302026-08-07

FTXL First Trust Nasdaq Semiconductor ETF997 sharesnew addition2026-06-302026-08-07

PEG Pub Svc Enterprise Group3.4K shares-1.86%2026-06-302026-08-07

MLN VanEck Long Muni ETF15.2K shares0.00%2026-06-302026-08-07

SPMB SPDR Portfolio Mortgage Backed Bond ETF12.0K shares-10.00%2026-06-302026-08-07

Sponsored

DVN Devon Energy Corp6.4K sharesnew addition2026-06-302026-08-07

ALL Allstate Corporation1.1K sharesnew addition2026-06-302026-08-07

KO Coca Cola Company3.2K shares-13.23%2026-06-302026-08-07

BE Bloom Energy Corp850 sharesnew addition2026-06-302026-08-07

RSG Republic Services, Inc1.2K shares0.00%2026-06-302026-08-07

OEF iShares S&P 100 ETF696 shares0.00%2026-06-302026-08-07

VV Vanguard Large Cap ETF741 sharesnew addition2026-06-302026-08-07

KMB Kimberly-Clark Corp2.3K shares-4.18%2026-06-302026-08-07

Sponsored

PM Philip Morris International Inc1.4K shares-3.94%2026-06-302026-08-07

STNG Scorpio Tankers, Inc.3.5K shares-23.85%2026-06-302026-08-07

FDN First Trust Dow Jones Internet Index ETF911 sharesnew addition2026-06-302026-08-07

UHS Universal Health Services Inc.1.6K shares-33.93%2026-06-302026-08-07

CNI Canadian Natl RR Co.2.0K shares-13.65%2026-06-302026-08-07

TT Trane Technologies plc484 shares-17.26%2026-06-302026-08-07

NSC Norfolk Southern Corp748 sharesnew addition2026-06-302026-08-07

ZBH Zimmer Biomet Holdings, Inc.2.7K shares-10.63%2026-06-302026-08-07

Sponsored

HYMB SPDR Nuveen S&P High Yield Muni Bond ETF9.0K shares6.13%2026-06-302026-08-07

VB Vanguard Small Cap ETF734 sharesnew addition2026-06-302026-08-07

Apache Corp Apache Corp6.7K sharesnew addition2026-06-302026-08-07

BAH Booz Allen Hamilton Holdings Corporation3.6K shares-24.15%2026-06-302026-08-07

WAT Waters Corp.573 shares-18.49%2026-06-302026-08-07

MU Micron Technology Inc185 sharesnew addition2026-06-302026-08-07

GWW W.W. Grainger, Inc.153 sharesnew addition2026-06-302026-08-07

IJJ iShares S&P Mid-Cap 400 Value ETF1.4K shares-60.45%2026-06-302026-08-07

Sponsored

VRTX Vertex Pharmaceuticals Inc.414 sharesnew addition2026-06-302026-08-07

FREL Fidelity MSCI Real Estate Index ETF6.9K shares-12.41%2026-06-302026-08-07

OGN Organon & Co. Common Stock12.9K shares-5.97%2026-06-302026-08-07

SPRY ARS Pharmaceuticals Inc14.8K shares0.00%2026-06-302026-08-07

GPK Graphic Packaging Holding Company10.9K shares-30.82%2026-06-302026-08-07

FNDF

Schwab Fundamental Intl Lg Co ETF

4.01%

Shares2.5M

Event2026-06-30

Filed2026-08-07

SCHF

Schwab International Equity ETF

4.75%

Shares3.3M

Event2026-06-30

Filed2026-08-07

JMBS

Janus Henderson Mortgage-Backed ETF

-4.75%

Shares1.9M

Event2026-06-30

Filed2026-08-07

AAPL

Apple Computer Inc

3.91%

Shares255.7K

Event2026-06-30

Filed2026-08-07

VYMI

Vanguard Intl Hi Div Yld Idx ETF

New

Shares613.9K

Event2026-06-30

Filed2026-08-07

AVEM

Avantis Emerging Markets Equity ETF

-1.15%

Shares515.2K

Event2026-06-30

Filed2026-08-07

FNDE

Schwab Fundamental Emerg Mkts Lg Co ETF

-0.51%

Shares1.2M

Event2026-06-30

Filed2026-08-07

AVDE

Avantis International Equity ETF

36.24%

Shares543.2K

Event2026-06-30

Filed2026-08-07

EYLD

Cambria Emerging Shareholder Yield ETF

-0.82%

Shares1.0M

Event2026-06-30

Filed2026-08-07

RODM

Hartford Multifactor Developed Markets ETF

-5.08%

Shares1.0M

Event2026-06-30

Filed2026-08-07

GOOG

Alphabet Inc Class C

-3.49%

Shares107.6K

Event2026-06-30

Filed2026-08-07

SCHR

Schwab Intermediate-Term U.S. Trsy ETF

23.39%

Shares1.4M

Event2026-06-30

Filed2026-08-07

MSFT

Microsoft Corp

6.92%

Shares85.8K

Event2026-06-30

Filed2026-08-07

JAAA

Janus Henderson AAA CLO ETF

5.21%

Shares604.1K

Event2026-06-30

Filed2026-08-07

VNQ

Vanguard Reit Index ETF

4.38%

Shares312.7K

Event2026-06-30

Filed2026-08-07

BND

Vanguard Total Bond Market ETF

16.46%

Shares406.9K

Event2026-06-30

Filed2026-08-07

SCHP

Schwab US TIPS ETF

12.14%

Shares1.1M

Event2026-06-30

Filed2026-08-07

TPYP

Tortoise North American Pipeline Fund

0.74%

Shares645.8K

Event2026-06-30

Filed2026-08-07

SCHH

Schwab U.S. REIT ETF

-4.57%

Shares944.8K

Event2026-06-30

Filed2026-08-07

SPDR S&P 500 ETF

3.68%

Shares29.6K

Event2026-06-30

Filed2026-08-07

DELL

Dell Inc.

-8.19%

Shares50.3K

Event2026-06-30

Filed2026-08-07

JBL

Jabil Circuit Inc.

-10.39%

Shares51.6K

Event2026-06-30

Filed2026-08-07

Cisco Systems Inc

-2.31%

Shares165.7K

Event2026-06-30

Filed2026-08-07

FNDA

Schwab Fundamental US Small Company ETF

-0.41%

Shares470.0K

Event2026-06-30

Filed2026-08-07

LRGF

iShares Edge MSCI Multifactor USA ETF

-1.44%

Shares223.0K

Event2026-06-30

Filed2026-08-07

J P Morgan Chase & Co.

0.43%

Shares50.5K

Event2026-06-30

Filed2026-08-07

VTEB

Vanguard Tax-Exempt Bond Index ETF

-2.09%

Shares304.8K

Event2026-06-30

Filed2026-08-07

INTF

iShares Edge MSCI Multifactor Intl ETF

-0.67%

Shares368.0K

Event2026-06-30

Filed2026-08-07

SPIB

SPDR Barclays Cap Interm Term Corp Bond ETF

23.14%

Shares439.2K

Event2026-06-30

Filed2026-08-07

Meta Platforms, Inc.

4.34%

Shares26.0K

Event2026-06-30

Filed2026-08-07

TNL

Travel & Leisure Co.

2.97%

Shares191.4K

Event2026-06-30

Filed2026-08-07

AbbVie Inc.

2.95%

Shares58.0K

Event2026-06-30

Filed2026-08-07

Applied Materials Inc

15.20%

Shares19.6K

Event2026-06-30

Filed2026-08-07

HIG

Hartford Financial Services

0.80%

Shares105.3K

Event2026-06-30

Filed2026-08-07

CAT

Caterpillar Inc

-12.89%

Shares12.6K

Event2026-06-30

Filed2026-08-07

CMI

Cummins Inc

-11.18%

Shares18.4K

Event2026-06-30

Filed2026-08-07

Kroger Company

0.91%

Shares231.9K

Event2026-06-30

Filed2026-08-07

SRVR

Pacer Benchmark Data & Infrastructure Real Estate ETF

4.86%

Shares395.3K

Event2026-06-30

Filed2026-08-07

IWD

iShares Russell 1000 Value ETF

5.91%

Shares50.6K

Event2026-06-30

Filed2026-08-07

NVDA

Nvidia Corp

37.89%

Shares60.7K

Event2026-06-30

Filed2026-08-07

URI

United Rentals, Inc.

-0.07%

Shares10.7K

Event2026-06-30

Filed2026-08-07

AMGN

Amgen Incorporated

-2.12%

Shares32.9K

Event2026-06-30

Filed2026-08-07

AVUV

Avantis US Small Cap Value ETF

1.20%

Shares94.5K

Event2026-06-30

Filed2026-08-07

GLW

Corning Inc

-32.21%

Shares45.5K

Event2026-06-30

Filed2026-08-07

JNJ

Johnson & Johnson

-2.07%

Shares45.3K

Event2026-06-30

Filed2026-08-07

AVT

Avnet, Inc.

-13.75%

Shares126.8K

Event2026-06-30

Filed2026-08-07

UNM

Unum Group

-0.31%

Shares123.5K

Event2026-06-30

Filed2026-08-07

HCA

HCA Holdings, Inc.

-0.95%

Shares28.3K

Event2026-06-30

Filed2026-08-07

LRCX

LAM Research Corporation

-11.83%

Shares24.5K

Event2026-06-30

Filed2026-08-07

General Motors Company

-0.08%

Shares132.6K

Event2026-06-30

Filed2026-08-07

SNX

SYNNEX Corp.

-2.23%

Shares37.8K

Event2026-06-30

Filed2026-08-07

FNDX

Schwab Fundamental US Large Company ETF

1.04%

Shares322.2K

Event2026-06-30

Filed2026-08-07

PMBS

PIMCO Mortgage Backed Securities

650.87%

Shares201.4K

Event2026-06-30

Filed2026-08-07

HPE

Hewlett Packard Enterprise Comp

-27.12%

Shares219.2K

Event2026-06-30

Filed2026-08-07

MFC

Manulife Financial Corporation

-9.29%

Shares243.5K

Event2026-06-30

Filed2026-08-07

ELD

WisdomTree Emerging Markets Local Debt ETF

New

Shares337.7K

Event2026-06-30

Filed2026-08-07

MCK

McKesson HBOC Inc

-2.26%

Shares12.8K

Event2026-06-30

Filed2026-08-07

FOXA

Twenty-First Century Fox, Inc. Cl A

-1.29%

Shares177.1K

Event2026-06-30

Filed2026-08-07

BYD

Boyd Gaming Corp

4.20%

Shares102.9K

Event2026-06-30

Filed2026-08-07

IBM

Intl Business Machines

-2.55%

Shares31.4K

Event2026-06-30

Filed2026-08-07

MUNI

PIMCO Intermediate Muni Bond Strgy ETF

17.83%

Shares167.0K

Event2026-06-30

Filed2026-08-07

MTG

MGIC Investment Corp

0.89%

Shares305.5K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC Inc

-12.46%

Shares73.3K

Event2026-06-30

Filed2026-08-07

PHM

PulteGroup Inc

-4.97%

Shares62.5K

Event2026-06-30

Filed2026-08-07

DHI

D R Horton Co

-0.97%

Shares52.6K

Event2026-06-30

Filed2026-08-07

NXST

Nexstar Media Group

-3.72%

Shares47.8K

Event2026-06-30

Filed2026-08-07

Procter & Gamble

-1.50%

Shares57.9K

Event2026-06-30

Filed2026-08-07

KLAC

K L A Tencor Corp

867.11%

Shares27.6K

Event2026-06-30

Filed2026-08-07

Visa, Inc.

0.09%

Shares23.9K

Event2026-06-30

Filed2026-08-07

Oracle Corporation

-3.03%

Shares55.7K

Event2026-06-30

Filed2026-08-07

JMUB

JPMorgan Municipal ETF

117.52%

Shares158.0K

Event2026-06-30

Filed2026-08-07

Ameriprise Financial, Inc.

-11.11%

Shares17.2K

Event2026-06-30

Filed2026-08-07

FMB

First Trust Managed Municipal ETF

19.64%

Shares152.5K

Event2026-06-30

Filed2026-08-07

SNA

Snap On Inc

-5.06%

Shares18.3K

Event2026-06-30

Filed2026-08-07

Allison Transmission Holdings, INc.

-2.61%

Shares65.0K

Event2026-06-30

Filed2026-08-07

MET

Metlife Inc

-0.16%

Shares84.7K

Event2026-06-30

Filed2026-08-07

TXN

Texas Instruments Inc

-1.14%

Shares24.0K

Event2026-06-30

Filed2026-08-07

Verizon Communications

3.02%

Shares168.4K

Event2026-06-30

Filed2026-08-07

Broadcom Limited

2.21%

Shares18.6K

Event2026-06-30

Filed2026-08-07

QCOM

Qualcomm Inc

-3.56%

Shares37.3K

Event2026-06-30

Filed2026-08-07

WMT

Wal-Mart Stores Inc

-2.62%

Shares59.3K

Event2026-06-30

Filed2026-08-07

STLD

Steel Dynamics, Inc.

-13.81%

Shares29.1K

Event2026-06-30

Filed2026-08-07

EFA

iShares MSCI EAFE ETF

-0.93%

Shares61.6K

Event2026-06-30

Filed2026-08-07

UGI

UGI Corporation New

2.16%

Shares184.3K

Event2026-06-30

Filed2026-08-07

PCAR

PACCAR Inc

-16.83%

Shares53.0K

Event2026-06-30

Filed2026-08-07

Toyota Motor Corporation

-3.48%

Shares37.0K

Event2026-06-30

Filed2026-08-07

Travelers Companies Inc

-0.28%

Shares18.8K

Event2026-06-30

Filed2026-08-07

NOC

Northrop Grumman Corp

-2.67%

Shares12.1K

Event2026-06-30

Filed2026-08-07

General Dynamics Corp

-2.54%

Shares17.3K

Event2026-06-30

Filed2026-08-07

NFG

National Fuel Gas Co

-1.76%

Shares78.2K

Event2026-06-30

Filed2026-08-07

EQH

Equitable Holdings, Inc.

-22.30%

Shares133.3K

Event2026-06-30

Filed2026-08-07

Exxon Mobil Corporation

New

Shares42.7K

Event2026-06-30

Filed2026-08-07

MBB

iShares MBS Bond ETF

-39.86%

Shares61.5K

Event2026-06-30

Filed2026-08-07

CAH

Cardinal Health Inc

-8.38%

Shares24.1K

Event2026-06-30

Filed2026-08-07

TGT

Target Corporation

19.35%

Shares43.8K

Event2026-06-30

Filed2026-08-07

SYF

Synchrony Financial

9.74%

Shares71.3K

Event2026-06-30

Filed2026-08-07

CVX

Chevron Corp

-9.53%

Shares32.1K

Event2026-06-30

Filed2026-08-07

MPC

Marathon Petroleum Corporation

-4.54%

Shares20.5K

Event2026-06-30

Filed2026-08-07

TEL

TE Connectivity Ltd.

-12.33%

Shares25.4K

Event2026-06-30

Filed2026-08-07

CF Industries Holdings, Inc.

1.09%

Shares45.6K

Event2026-06-30

Filed2026-08-07

MRK

Merck & Co Inc

4.89%

Shares38.3K

Event2026-06-30

Filed2026-08-07

VLO

Valero Energy Corp New

-2.82%

Shares18.8K

Event2026-06-30

Filed2026-08-07

EOG

EOG Resources, Inc

-5.51%

Shares37.3K

Event2026-06-30

Filed2026-08-07

NTAP

Network Appliance Inc

-12.01%

Shares30.9K

Event2026-06-30

Filed2026-08-07

Goldman Sachs Group Inc

-8.15%

Shares4.7K

Event2026-06-30

Filed2026-08-07

Owens Corning Inc.

-7.24%

Shares29.5K

Event2026-06-30

Filed2026-08-07

CRUS

Cirrus Logic Inc

7.08%

Shares31.5K

Event2026-06-30

Filed2026-08-07

BDC

Belden Inc

-4.59%

Shares38.7K

Event2026-06-30

Filed2026-08-07

OMC

Omnicom Group Inc

-37.55%

Shares61.8K

Event2026-06-30

Filed2026-08-07

VNT

Vontier Corp

-10.71%

Shares155.0K

Event2026-06-30

Filed2026-08-07

NUE

Nucor Corp

-11.59%

Shares19.5K

Event2026-06-30

Filed2026-08-07

PRU

Prudential Financial Inc

-20.91%

Shares40.1K

Event2026-06-30

Filed2026-08-07

DKS

Dick's Sporting Goods Inc.

-13.39%

Shares18.0K

Event2026-06-30

Filed2026-08-07

PFE

Pfizer Incorporated

4.93%

Shares168.2K

Event2026-06-30

Filed2026-08-07

TMHC

Taylor Morrison Home Corporation

2.66%

Shares56.2K

Event2026-06-30

Filed2026-08-07

MUB

iShares Natl Amt-Free Muni Bond ETF

0.71%

Shares37.2K

Event2026-06-30

Filed2026-08-07

GOOGL

Alphabet Inc Class A

1.28%

Shares10.8K

Event2026-06-30

Filed2026-08-07

VGIT

Vanguard Interm-Tm Govt Bd Inx ETF

-2.22%

Shares65.2K

Event2026-06-30

Filed2026-08-07

VRSN

VeriSign, Inc.

-18.89%

Shares14.8K

Event2026-06-30

Filed2026-08-07

PXH

Invesco FTSE RAFI Emerging Markets ETF

-4.04%

Shares132.0K

Event2026-06-30

Filed2026-08-07

PAAA

PGIM AAA CLO ETF

46.42%

Shares70.7K

Event2026-06-30

Filed2026-08-07

TIP

iShares Barclays TIPS Bond

0.12%

Shares33.1K

Event2026-06-30

Filed2026-08-07

XLRE

The Real Estate Select Sector SPDR Fund

-3.42%

Shares81.3K

Event2026-06-30

Filed2026-08-07

SJM

J M Smuckers Co

10.10%

Shares31.7K

Event2026-06-30

Filed2026-08-07

DGX

Quest Diagnostic Inc

-7.51%

Shares16.6K

Event2026-06-30

Filed2026-08-07

SANM

Sanmina-SCI Corp

-42.01%

Shares13.8K

Event2026-06-30

Filed2026-08-07

Reliance Steel & Aluminum Co

-13.32%

Shares9.2K

Event2026-06-30

Filed2026-08-07

UNP

Union Pacific

-0.45%

Shares12.5K

Event2026-06-30

Filed2026-08-07

NVS

Novartis A G Spon Adr

-3.01%

Shares21.4K

Event2026-06-30

Filed2026-08-07

VWO

Vanguard Emerging Markets Stock ETF

6.32%

Shares55.7K

Event2026-06-30

Filed2026-08-07

AIG

American Intl Group Inc

-3.69%

Shares44.3K

Event2026-06-30

Filed2026-08-07

LOW

Lowes Companies Inc

-15.50%

Shares14.9K

Event2026-06-30

Filed2026-08-07

BMY

Bristol-Myers Squibb Co

18.26%

Shares56.5K

Event2026-06-30

Filed2026-08-07

Autonation Inc.

-5.45%

Shares17.5K

Event2026-06-30

Filed2026-08-07

LDOS

Leidos Holdings Inc

-13.17%

Shares31.4K

Event2026-06-30

Filed2026-08-07

INGR

Ingredion Incorporated

-4.47%

Shares33.9K

Event2026-06-30

Filed2026-08-07

PFG

Principal Financial Group Inc.

-14.59%

Shares29.6K

Event2026-06-30

Filed2026-08-07

EIX

Edison International

4.95%

Shares42.7K

Event2026-06-30

Filed2026-08-07

VBR

Vanguard Small Cap Value ETF

-2.11%

Shares12.9K

Event2026-06-30

Filed2026-08-07

TAP

Molson Coors Brewing Clb

-3.48%

Shares79.1K

Event2026-06-30

Filed2026-08-07

A T & T Inc.

-2.45%

Shares144.4K

Event2026-06-30

Filed2026-08-07

ETN

Eaton Corporation plc

47.83%

Shares7.0K

Event2026-06-30

Filed2026-08-07

USB

US Bancorp

10.13%

Shares49.1K

Event2026-06-30

Filed2026-08-07

ARW

Arrow Electronics, Inc.

-16.07%

Shares13.6K

Event2026-06-30

Filed2026-08-07

TPR

Tapestry Inc

-3.86%

Shares19.6K

Event2026-06-30

Filed2026-08-07

MTCH

Match Group, Inc.

7.26%

Shares74.9K

Event2026-06-30

Filed2026-08-07

Sensata Technologies Holding NV

27.76%

Shares58.2K

Event2026-06-30

Filed2026-08-07

DOX

Amdocs Limited Common Stock

-11.35%

Shares53.7K

Event2026-06-30

Filed2026-08-07

SPHY

SPDR Portfolio High Yield Bond ETF

11.32%

Shares113.7K

Event2026-06-30

Filed2026-08-07

SGOV

iShares 0-3 Month Treasury Bond ETF

62.70%

Shares26.1K

Event2026-06-30

Filed2026-08-07

Accenture Ltd Cl A

7.14%

Shares21.1K

Event2026-06-30

Filed2026-08-07

KHC

The Kraft Heinz Company

-14.36%

Shares111.0K

Event2026-06-30

Filed2026-08-07

Regions Financial Cp New

-5.66%

Shares83.6K

Event2026-06-30

Filed2026-08-07

GPI

Group 1 Automotive, Inc.

-0.89%

Shares8.7K

Event2026-06-30

Filed2026-08-07

TJX

TJX Cos Inc

9.91%

Shares16.5K

Event2026-06-30

Filed2026-08-07

LEMB

iShares Emerging Markets Local Currency Bond ETF

-77.14%

Shares58.4K

Event2026-06-30

Filed2026-08-07

CTSH

Cognizant Technology Solutions Corp.

-21.74%

Shares63.6K

Event2026-06-30

Filed2026-08-07

VONE

Vanguard Russell 1000 ETF

-4.22%

Shares6.9K

Event2026-06-30

Filed2026-08-07

CCK

Crown Holdings, Inc.

7.13%

Shares20.9K

Event2026-06-30

Filed2026-08-07

MAS

Masco Corporation

7.31%

Shares28.3K

Event2026-06-30

Filed2026-08-07

TMO

Thermo Fisher Scientific Inc.

-1.32%

Shares4.5K

Event2026-06-30

Filed2026-08-07

GlaxoSmithKline plc

-1.45%

Shares42.5K

Event2026-06-30

Filed2026-08-07

EQNR

Equinor ASA

-5.02%

Shares70.5K

Event2026-06-30

Filed2026-08-07

BWA

BorgWarner Inc

-3.89%

Shares31.3K

Event2026-06-30

Filed2026-08-07

BRK.B

Berkshire Hathaway Cl B

119.73%

Shares4.1K

Event2026-06-30

Filed2026-08-07

Toronto-Dominion Bank

-3.56%

Shares16.8K

Event2026-06-30

Filed2026-08-07

SAIC

Science Applications International Corp

-13.43%

Shares18.5K

Event2026-06-30

Filed2026-08-07

NRG

NRG Energy, Inc

-4.63%

Shares13.8K

Event2026-06-30

Filed2026-08-07

iShares Core MSCI EAFE ETF

40.23%

Shares20.7K

Event2026-06-30

Filed2026-08-07

Halozyme Therapeutics, Inc.

6.03%

Shares25.5K

Event2026-06-30

Filed2026-08-07

BBY

Best Buy Inc

-12.02%

Shares25.9K

Event2026-06-30

Filed2026-08-07

AMKR

Amkor Technology Inc

-11.68%

Shares22.6K

Event2026-06-30

Filed2026-08-07

OVV

Ovintiv Inc.

-4.34%

Shares36.7K

Event2026-06-30

Filed2026-08-07

Morgan Stanley

-11.28%

Shares9.1K

Event2026-06-30

Filed2026-08-07

RTX Corp.

-3.35%

Shares9.9K

Event2026-06-30

Filed2026-08-07

CVS

C V S Caremark Corp.

3.62%

Shares17.7K

Event2026-06-30

Filed2026-08-07

Medtronic PLC

-16.70%

Shares22.8K

Event2026-06-30

Filed2026-08-07

Suncor Energy Inc

-10.04%

Shares32.9K

Event2026-06-30

Filed2026-08-07

HPQ

HP Inc.

-40.27%

Shares80.4K

Event2026-06-30

Filed2026-08-07

ORI

Old Republic International Corporation

-22.48%

Shares42.5K

Event2026-06-30

Filed2026-08-07

CDW

CDW Corporation

-13.59%

Shares12.3K

Event2026-06-30

Filed2026-08-07

WSM

Williams Sonoma

-5.58%

Shares7.1K

Event2026-06-30

Filed2026-08-07

FNF

Fidelity National Finl.

-11.84%

Shares35.0K

Event2026-06-30

Filed2026-08-07

CSX

CSX Corp.

-20.71%

Shares34.5K

Event2026-06-30

Filed2026-08-07

MCD

McDonald's Corp.

5.62%

Shares6.1K

Event2026-06-30

Filed2026-08-07

THC

Tenet Healthcare Corp

-6.74%

Shares8.7K

Event2026-06-30

Filed2026-08-07

ADM

Archer-Daniels-Midland Co.

-19.80%

Shares20.5K

Event2026-06-30

Filed2026-08-07

KMI

Kinder Morgan, Inc.

-6.32%

Shares48.6K

Event2026-06-30

Filed2026-08-07

GILD

Gilead Sciences Inc

-5.71%

Shares12.0K

Event2026-06-30

Filed2026-08-07

COR

Cencora, Inc.

-5.37%

Shares5.3K

Event2026-06-30

Filed2026-08-07

iShares Core S&P 500 ETF

6.52%

Shares2.0K

Event2026-06-30

Filed2026-08-07

TXT

Textron, Inc.

19.40%

Shares16.1K

Event2026-06-30

Filed2026-08-07

PSMT

PriceSmart, Inc.

-29.40%

Shares7.5K

Event2026-06-30

Filed2026-08-07

PCRX

Pacira BioSciences Inc

1.43%

Shares57.8K

Event2026-06-30

Filed2026-08-07

TROW

T. Rowe Price Group, Inc.

12.55%

Shares12.9K

Event2026-06-30

Filed2026-08-07

EXC

Exelon Corporation

-1.30%

Shares31.2K

Event2026-06-30

Filed2026-08-07

YOU

Clear Secure, Inc.

-2.98%

Shares26.0K

Event2026-06-30

Filed2026-08-07

Chubb Ltd

-3.20%

Shares4.2K

Event2026-06-30

Filed2026-08-07

INFY

Infosys Limited

-14.11%

Shares135.9K

Event2026-06-30

Filed2026-08-07

VTV

Vanguard Value ETF

1.83%

Shares6.5K

Event2026-06-30

Filed2026-08-07

SHEL

Shell plc

-11.96%

Shares17.8K

Event2026-06-30

Filed2026-08-07

FDX

FedEx Corp.

3.98%

Shares4.4K

Event2026-06-30

Filed2026-08-07

PATK

Patrick Industries Inc.

-6.50%

Shares15.0K

Event2026-06-30

Filed2026-08-07

EXPD

Expeditors International of Washington Inc.

-1.45%

Shares8.2K

Event2026-06-30

Filed2026-08-07

EMB

iShares JPMorgan USD Emerg Markets Bond ETF

-86.85%

Shares13.9K

Event2026-06-30

Filed2026-08-07

LOGI

Logitech International S.A.

-14.77%

Shares14.2K

Event2026-06-30

Filed2026-08-07

ETR

Entergy Corp New

-7.03%

Shares11.5K

Event2026-06-30

Filed2026-08-07

JHG

Janus Henderson Group

-55.14%

Shares25.4K

Event2026-06-30

Filed2026-08-07

CNM

Core & Main, Inc.

-23.50%

Shares26.6K

Event2026-06-30

Filed2026-08-07

SCHD

Schwab U.S. Dividend Equity ETF

355.97%

Shares40.0K

Event2026-06-30

Filed2026-08-07

UnitedHealth Group Inc.

-2.91%

Shares2.9K

Event2026-06-30

Filed2026-08-07

Lab Cp Of Amer Hldg New

-11.32%

Shares4.3K

Event2026-06-30

Filed2026-08-07

GEN

Gen Digital, Inc.

-14.84%

Shares48.4K

Event2026-06-30

Filed2026-08-07

TTE

Total SA

-15.45%

Shares15.4K

Event2026-06-30

Filed2026-08-07

CBT

Cabot Corporation

-1.90%

Shares13.2K

Event2026-06-30

Filed2026-08-07

LMT

Lockheed Martin Corp

58.20%

Shares2.3K

Event2026-06-30

Filed2026-08-07

BEN

Franklin Resources Inc

-2.99%

Shares35.9K

Event2026-06-30

Filed2026-08-07

PXF

Invesco FTSE RAFI Dev Mkts ex-US ETF

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-07

AMZN

Amazon.com Inc.

12.24%

Shares4.9K

Event2026-06-30

Filed2026-08-07

Aptiv PLC

194.93%

Shares19.0K

Event2026-06-30

Filed2026-08-07

Vanguard Total Stock Market ETF

0.92%

Shares3.1K

Event2026-06-30

Filed2026-08-07

Home Depot Inc

-2.06%

Shares3.2K

Event2026-06-30

Filed2026-08-07

EHC

Encompass Health Corp

-7.08%

Shares10.8K

Event2026-06-30

Filed2026-08-07

DFAE

Dimensional Emerging Core Equity Market ETF

0.00%

Shares26.7K

Event2026-06-30

Filed2026-08-07

LEA

Lear Corp

-1.81%

Shares7.9K

Event2026-06-30

Filed2026-08-07

CEG

Constellation Energy Co

-0.23%

Shares4.3K

Event2026-06-30

Filed2026-08-07

OZK

Bank OZK

60.20%

Shares20.3K

Event2026-06-30

Filed2026-08-07

RGA

Reinsurance Group of America

-5.37%

Shares4.9K

Event2026-06-30

Filed2026-08-07

VIG

Vanguard Dividend Appreciation ETF

34.54%

Shares4.4K

Event2026-06-30

Filed2026-08-07

GDXJ

VanEck Vectors Junior Gold Miners ETF

0.00%

Shares10.6K

Event2026-06-30

Filed2026-08-07

LYB

LyondellBasell Industrials NV

-19.63%

Shares19.4K

Event2026-06-30

Filed2026-08-07

HMC

Honda Motor Co Adr

-40.83%

Shares37.5K

Event2026-06-30

Filed2026-08-07

CIGNA Corp

-8.81%

Shares3.7K

Event2026-06-30

Filed2026-08-07

VOO

Vanguard S&P 500 ETF

3.88%

Shares1.4K

Event2026-06-30

Filed2026-08-07

CSL

Carlisle Companies Inc

8.93%

Shares2.7K

Event2026-06-30

Filed2026-08-07

ITW

Illinois Tool Works

-0.65%

Shares3.7K

Event2026-06-30

Filed2026-08-07

LLY

Eli Lilly & Company

-0.73%

Shares814

Event2026-06-30

Filed2026-08-07

COF

Capital One Financial Corp

-23.56%

Shares4.9K

Event2026-06-30

Filed2026-08-07

WFC

Wells Fargo & Company

120.41%

Shares11.8K

Event2026-06-30

Filed2026-08-07

AZO

AutoZone Inc

-9.82%

Shares303

Event2026-06-30

Filed2026-08-07

CMCSA

Comcast Corp

-13.92%

Shares39.2K

Event2026-06-30

Filed2026-08-07

Everest Group Ltd

-6.84%

Shares2.6K

Event2026-06-30

Filed2026-08-07

GEV

GE Vernova Inc

New

Shares802

Event2026-06-30

Filed2026-08-07

HYD

VanEck Vectors High-Yield Muni ETF

8.51%

Shares18.3K

Event2026-06-30

Filed2026-08-07

EFAV

iShares MSCI EAFE Min Volatility ETF

-1.53%

Shares10.7K

Event2026-06-30

Filed2026-08-07

HBAN

Huntington Bancshares Incorporated

-2.89%

Shares52.3K

Event2026-06-30

Filed2026-08-07

ASO

Academy Sports and Outdoors, Inc.

-3.20%

Shares19.3K

Event2026-06-30

Filed2026-08-07

ADP

Automatic Data Processing, Inc.

-3.52%

Shares4.1K

Event2026-06-30

Filed2026-08-07

DINO

HF Sinclair Corp

213.91%

Shares12.8K

Event2026-06-30

Filed2026-08-07

TSM

Taiwan Semiconductor Manufacturing Co.

-6.45%

Shares1.9K

Event2026-06-30

Filed2026-08-07

EEM

iShares MSCI Emerging Markets Index ETF

0.00%

Shares12.9K

Event2026-06-30

Filed2026-08-07

JPST

JPMorgan Ultra-Short Income ETF

-27.69%

Shares17.4K

Event2026-06-30

Filed2026-08-07

Deere & Co

-12.42%

Shares1.4K

Event2026-06-30

Filed2026-08-07

FITB

Fifth Third Bancorp

-6.27%

Shares15.3K

Event2026-06-30

Filed2026-08-07

IDCC

Interdigital Comm Corp

-0.52%

Shares3.0K

Event2026-06-30

Filed2026-08-07

CNQ

Canadian Natural Resources Limited

-12.79%

Shares21.5K

Event2026-06-30

Filed2026-08-07

Honeywell International

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

HCC

Warrior Met Coal, Inc.

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-07

SMLF

iShares Edge MSCI Mltfct USA SmCp ETF

-2.93%

Shares9.3K

Event2026-06-30

Filed2026-08-07

BDX

Becton Dickinson & Co

-3.35%

Shares5.5K

Event2026-06-30

Filed2026-08-07

HONEYWELL AEROSPACE INC

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

PGR

Progressive Corp.

0.05%

Shares3.7K

Event2026-06-30

Filed2026-08-07

SFM

Sprouts Farmers Market

-5.48%

Shares9.5K

Event2026-06-30

Filed2026-08-07

BP PLC Adr

52.71%

Shares21.6K

Event2026-06-30

Filed2026-08-07

BAC

Bank of America Corp

-2.40%

Shares13.9K

Event2026-06-30

Filed2026-08-07

BPOP

Popular Inc

-6.97%

Shares4.8K

Event2026-06-30

Filed2026-08-07

DOLE

Dole plc

-12.40%

Shares56.2K

Event2026-06-30

Filed2026-08-07

Seagate Technology PLC F

-30.62%

Shares800

Event2026-06-30

Filed2026-08-07

IJH

iShares Core S&P Mid-Cap ETF

51.28%

Shares10.0K

Event2026-06-30

Filed2026-08-07

ACI

Albertsons Companies, Inc.

-8.27%

Shares56.1K

Event2026-06-30

Filed2026-08-07

RRC

Range Resources Corporation

0.00%

Shares20.4K

Event2026-06-30

Filed2026-08-07

FLEX

Flextronics Intl Ltd

-33.40%

Shares4.5K

Event2026-06-30

Filed2026-08-07

MUR

Murphy Oil Corp Hldg

-3.35%

Shares22.1K

Event2026-06-30

Filed2026-08-07

VSH

Vishay Intertechnology Inc.

-56.13%

Shares13.3K

Event2026-06-30

Filed2026-08-07

Bunge Ltd.

-25.72%

Shares6.7K

Event2026-06-30

Filed2026-08-07

MLPX

Global X MLP & Energy Infrastructure ETF

-0.71%

Shares9.6K

Event2026-06-30

Filed2026-08-07

Microchip Technology Inc

-6.05%

Shares7.6K

Event2026-06-30

Filed2026-08-07

CHRD

Chord Energy Corporation

-1.09%

Shares6.1K

Event2026-06-30

Filed2026-08-07

PEP

PepsiCo Incorporated

-3.55%

Shares5.1K

Event2026-06-30

Filed2026-08-07

HRMY

Harmony Biosciences Holdings Inc

-22.30%

Shares18.9K

Event2026-06-30

Filed2026-08-07

TFC

Truist Financial Corp

20.44%

Shares13.7K

Event2026-06-30

Filed2026-08-07

IEMG

iShares Core MSCI Emerging Markets ETF

64.10%

Shares8.2K

Event2026-06-30

Filed2026-08-07

IAU

iShares Gold Trust ETF

140.85%

Shares8.9K

Event2026-06-30

Filed2026-08-07

SCHB

Schwab US Broad Mkt ETF

1.46%

Shares23.2K

Event2026-06-30

Filed2026-08-07

OTTR

Otter Tail Corporation

-6.80%

Shares7.2K

Event2026-06-30

Filed2026-08-07

WLY

John Wiley & Sons, Inc.

New

Shares13.2K

Event2026-06-30

Filed2026-08-07

WCC

Wesco International Inc

-11.87%

Shares1.8K

Event2026-06-30

Filed2026-08-07

QQQ

Invesco QQQ ETF

-0.12%

Shares858

Event2026-06-30

Filed2026-08-07

3M Company

-4.98%

Shares3.9K

Event2026-06-30

Filed2026-08-07

CMS

CMS Energy Corp

-8.16%

Shares8.0K

Event2026-06-30

Filed2026-08-07

DSL

DoubleLine Income Solutions Fund

-0.59%

Shares54.8K

Event2026-06-30

Filed2026-08-07

GPOR

Gulfport Energy Corp

-32.16%

Shares3.6K

Event2026-06-30

Filed2026-08-07

LEN

Lennar Corp Cl A

-12.28%

Shares6.6K

Event2026-06-30

Filed2026-08-07

HAS

Hasbro Inc

-2.51%

Shares7.3K

Event2026-06-30

Filed2026-08-07

CINF

Cincinnati Financial Cp

-2.61%

Shares3.2K

Event2026-06-30

Filed2026-08-07

Mastercard Incorporated

-7.82%

Shares1.1K

Event2026-06-30

Filed2026-08-07

HSIC

Henry Schein, Inc.

13.78%

Shares6.9K

Event2026-06-30

Filed2026-08-07

STT

State Street Corp

-8.53%

Shares3.4K

Event2026-06-30

Filed2026-08-07

ISRG

Intuitive Surgical Inc

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-07

IJR

iShares S&P Small-Cap ETF

14.10%

Shares3.9K

Event2026-06-30

Filed2026-08-07

OSK

Oshkosh Truck Corp

22.47%

Shares3.7K

Event2026-06-30

Filed2026-08-07

SLVM

Sylvamo Corporation

-37.98%

Shares15.0K

Event2026-06-30

Filed2026-08-07

CMC

Commercial Metals Company

-12.90%

Shares8.9K

Event2026-06-30

Filed2026-08-07

AXP

American Express Company

1.73%

Shares1.6K

Event2026-06-30

Filed2026-08-07

GOVT

iShares Trust - U.S. Treasury Bond ETF

-2.79%

Shares24.5K

Event2026-06-30

Filed2026-08-07

VanEck Vectors Gold Miners ETF

-11.27%

Shares7.4K

Event2026-06-30

Filed2026-08-07

Parker-Hannifin Corporation

9.25%

Shares567

Event2026-06-30

Filed2026-08-07

PRF

Invesco FTSE RAFI US 1000 ETF

-3.23%

Shares10.1K

Event2026-06-30

Filed2026-08-07

Ford Motor Company

-8.62%

Shares39.3K

Event2026-06-30

Filed2026-08-07

OGE

OGE Energy Corp

-10.38%

Shares11.2K

Event2026-06-30

Filed2026-08-07

GLD

SPDR Gold Shares

148.41%

Shares1.5K

Event2026-06-30

Filed2026-08-07

PSX

Phillips 66

-0.34%

Shares3.2K

Event2026-06-30

Filed2026-08-07

SYY

Sysco Corporation

-21.14%

Shares6.4K

Event2026-06-30

Filed2026-08-07

Electronic Arts Inc.

-4.81%

Shares2.6K

Event2026-06-30

Filed2026-08-07

AVGE

Avantis All Equity Markets ETF

1.37%

Shares5.4K

Event2026-06-30

Filed2026-08-07

CALM

Cal Maine Foods Inc New

-29.75%

Shares6.5K

Event2026-06-30

Filed2026-08-07

Citigroup Inc

-1.18%

Shares3.6K

Event2026-06-30

Filed2026-08-07

SON

Sonoco Products Co

69.66%

Shares8.9K

Event2026-06-30

Filed2026-08-07

CROX

Crocs Inc

-5.82%

Shares4.2K

Event2026-06-30

Filed2026-08-07

SYK

Stryker Corp

-0.75%

Shares1.6K

Event2026-06-30

Filed2026-08-07

SUB

iShares Short-Term National Muni Bond ETF

28.48%

Shares4.7K

Event2026-06-30

Filed2026-08-07

JPUS

JPMorgan Diversified Return U.S. Equity ETF

-0.06%

Shares3.5K

Event2026-06-30

Filed2026-08-07

VTRS

Viatris Inc

-4.26%

Shares30.7K

Event2026-06-30

Filed2026-08-07

PBR

Petroleo Brasileiro

-29.28%

Shares29.5K

Event2026-06-30

Filed2026-08-07

VXUS

Vanguard Total International Stock ETF

54.33%

Shares5.4K

Event2026-06-30

Filed2026-08-07

CARR

Carrier Global Corp

-0.49%

Shares6.2K

Event2026-06-30

Filed2026-08-07

NEM

Newmont Mining Corp

14.45%

Shares4.8K

Event2026-06-30

Filed2026-08-07

SPDR Portfolio S&P

22.14%

Shares5.1K

Event2026-06-30

Filed2026-08-07

SCHE

Schwab Emerging Mkts Equity ETF

-12.30%

Shares12.2K

Event2026-06-30

Filed2026-08-07

IWF

iShares Russell 1000 Growth ETF

299.89%

Shares3.6K

Event2026-06-30

Filed2026-08-07

GIII

G-III Apparel Group, Ltd.

20.29%

Shares13.1K

Event2026-06-30

Filed2026-08-07

VGT

Vanguard Information Technology ETF

700.66%

Shares3.7K

Event2026-06-30

Filed2026-08-07

DUK

Duke Energy Corp

95.91%

Shares3.4K

Event2026-06-30

Filed2026-08-07

Costco Whsl Corp New

3.85%

Shares459

Event2026-06-30

Filed2026-08-07

IWB

iShares Russell 1000 ETF

-0.10%

Shares1.0K

Event2026-06-30

Filed2026-08-07

Consolidated Edison

-3.57%

Shares3.8K

Event2026-06-30

Filed2026-08-07

SAH

Sonic Automotive Inc

-3.82%

Shares4.9K

Event2026-06-30

Filed2026-08-07

GIS

General Mills Inc

-26.71%

Shares11.9K

Event2026-06-30

Filed2026-08-07

TSN

Tyson Foods Inc

-17.90%

Shares7.2K

Event2026-06-30

Filed2026-08-07

DIS

Disney Walt Hldg Co

48.34%

Shares4.3K

Event2026-06-30

Filed2026-08-07

IRM

Iron Mountain Incorporated

-2.13%

Shares3.2K

Event2026-06-30

Filed2026-08-07

NXP Semiconductors NV

-6.78%

Shares1.4K

Event2026-06-30

Filed2026-08-07

RNG

RingCentral, Inc.

New

Shares10.1K

Event2026-06-30

Filed2026-08-07

AEP

American Electric Power Co., Inc

32.12%

Shares2.8K

Event2026-06-30

Filed2026-08-07

VEA

Vanguard FTSE Developed Markets ETF

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

SBH

Sally Beauty Holdings, Inc.

New

Shares26.5K

Event2026-06-30

Filed2026-08-07

COP

ConocoPhillips

0.34%

Shares3.6K

Event2026-06-30

Filed2026-08-07

MUSA

Murphy USA, Inc

-6.13%

Shares689

Event2026-06-30

Filed2026-08-07

Amcor Plc

-49.93%

Shares8.5K

Event2026-06-30

Filed2026-08-07

KBH

KB Home

-26.10%

Shares5.9K

Event2026-06-30

Filed2026-08-07

UPS

United Parcel Service, Inc.

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

DOV

Dover Corporation

-1.95%

Shares1.6K

Event2026-06-30

Filed2026-08-07

CHTR

Charter Communications

35.96%

Shares2.5K

Event2026-06-30

Filed2026-08-07

Vanguard Mid Cap ETF

326.41%

Shares4.4K

Event2026-06-30

Filed2026-08-07

NTR

Nutrien Ltd.

-11.94%

Shares5.4K

Event2026-06-30

Filed2026-08-07

IWM

iShares Russell 2000 ETF

1.16%

Shares1.1K

Event2026-06-30

Filed2026-08-07

Bank of New York Mellon Corporation

New

Shares2.3K

Event2026-06-30

Filed2026-08-07

PNC

PNC Financial Services

-1.58%

Shares1.4K

Event2026-06-30

Filed2026-08-07

ABT

Abbott Laboratories

11.63%

Shares3.7K

Event2026-06-30

Filed2026-08-07

LKQ

LKQ Corp.

-24.98%

Shares12.8K

Event2026-06-30

Filed2026-08-07

ROST

Ross Stores, Inc

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

FNDB

Schwab Fundamental US Broad Mkt ETF

0.32%

Shares10.5K

Event2026-06-30

Filed2026-08-07

PPG

PPG Industries Inc

-8.14%

Shares2.6K

Event2026-06-30

Filed2026-08-07

DLN

WisdomTree LargeCap Dividend ETF

23.69%

Shares3.3K

Event2026-06-30

Filed2026-08-07

DFAW

Dimensional World Equity ETF

2.38%

Shares3.8K

Event2026-06-30

Filed2026-08-07

VAL

Valaris Limited

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

CAG

ConAgra Brands, Inc.

-14.41%

Shares23.3K

Event2026-06-30

Filed2026-08-07

SLV

iShares Silver Trust

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-07

IJS

iShares S&P Small-Cap 600 Value ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

IWS

iShares Russell Mid-cap Value ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

DFEM

Dimensional Emerging Markets

0.00%

Shares7.3K

Event2026-06-30

Filed2026-08-07

TDC

Teradata Corporation

New

Shares8.3K

Event2026-06-30

Filed2026-08-07

FTXL

First Trust Nasdaq Semiconductor ETF

New

Shares997

Event2026-06-30

Filed2026-08-07

PEG

Pub Svc Enterprise Group

-1.86%

Shares3.4K

Event2026-06-30

Filed2026-08-07

MLN

VanEck Long Muni ETF

0.00%

Shares15.2K

Event2026-06-30

Filed2026-08-07

SPMB

SPDR Portfolio Mortgage Backed Bond ETF

-10.00%

Shares12.0K

Event2026-06-30

Filed2026-08-07

DVN

Devon Energy Corp

New

Shares6.4K

Event2026-06-30

Filed2026-08-07

ALL

Allstate Corporation

New

Shares1.1K

Event2026-06-30

Filed2026-08-07

Coca Cola Company

-13.23%

Shares3.2K

Event2026-06-30

Filed2026-08-07

Bloom Energy Corp

New

Shares850

Event2026-06-30

Filed2026-08-07

RSG

Republic Services, Inc

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

OEF

iShares S&P 100 ETF

0.00%

Shares696

Event2026-06-30

Filed2026-08-07

Vanguard Large Cap ETF

New

Shares741

Event2026-06-30

Filed2026-08-07

KMB

Kimberly-Clark Corp

-4.18%

Shares2.3K

Event2026-06-30

Filed2026-08-07

Philip Morris International Inc

-3.94%

Shares1.4K

Event2026-06-30

Filed2026-08-07

STNG

Scorpio Tankers, Inc.

-23.85%

Shares3.5K

Event2026-06-30

Filed2026-08-07

FDN

First Trust Dow Jones Internet Index ETF

New

Shares911

Event2026-06-30

Filed2026-08-07

UHS

Universal Health Services Inc.

-33.93%

Shares1.6K

Event2026-06-30

Filed2026-08-07

CNI

Canadian Natl RR Co.

-13.65%

Shares2.0K

Event2026-06-30

Filed2026-08-07

Trane Technologies plc

-17.26%

Shares484

Event2026-06-30

Filed2026-08-07

NSC

Norfolk Southern Corp

New

Shares748

Event2026-06-30

Filed2026-08-07

ZBH

Zimmer Biomet Holdings, Inc.

-10.63%

Shares2.7K

Event2026-06-30

Filed2026-08-07

HYMB

SPDR Nuveen S&P High Yield Muni Bond ETF

6.13%

Shares9.0K

Event2026-06-30

Filed2026-08-07

Vanguard Small Cap ETF

New

Shares734

Event2026-06-30

Filed2026-08-07

Apache Corp

New

Shares6.7K

Event2026-06-30

Filed2026-08-07

BAH

Booz Allen Hamilton Holdings Corporation

-24.15%

Shares3.6K

Event2026-06-30

Filed2026-08-07

WAT

Waters Corp.

-18.49%

Shares573

Event2026-06-30

Filed2026-08-07

Micron Technology Inc

New

Shares185

Event2026-06-30

Filed2026-08-07

GWW

W.W. Grainger, Inc.

New

Shares153

Event2026-06-30

Filed2026-08-07

IJJ

iShares S&P Mid-Cap 400 Value ETF

-60.45%

Shares1.4K

Event2026-06-30

Filed2026-08-07

VRTX

Vertex Pharmaceuticals Inc.

New

Shares414

Event2026-06-30

Filed2026-08-07

FREL

Fidelity MSCI Real Estate Index ETF

-12.41%

Shares6.9K

Event2026-06-30

Filed2026-08-07

OGN

Organon & Co. Common Stock

-5.97%

Shares12.9K

Event2026-06-30

Filed2026-08-07

SPRY

ARS Pharmaceuticals Inc

0.00%

Shares14.8K

Event2026-06-30

Filed2026-08-07

GPK

Graphic Packaging Holding Company

-30.82%

Shares10.9K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available