Sponsored

The Analysis of Gryphon Financial Partners LLC's Holdings & P&L

Currently, Gryphon Financial Partners LLC holds 381 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in N/A (+26.5K shares, valued at $19.8M), N/A (+9.6K shares, valued at $7.2M), IWF (+28.1K shares, valued at $3.5M); decreased their positions in IWM (-4.1K shares, valued at $1.2M), SPYG (-6.7K shares, valued at $801.8K), BSCR (-37.7K shares, valued at $738.7K); initiated new positions in MRVL (+4.8K shares, valued at $1.4M), QDF (+14.9K shares, valued at $1.3M), DELL (+2.9K shares, valued at $1.2M).

1M P&L

+5.3M+0.77%

3M P&L

+32.6M+4.98%

HY P&L

+36.4M+5.58%

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/A181.4M

26.7%

2Semiconductors60.3M

8.9%

3Consumer Electronics53.5M

7.9%

Top Industries by Stock Count

1N/A96 stocks

28.4%

2Banks - Regional10 stocks

3.0%

3Semiconductors9 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR303.8K shares3.26%2026-06-302026-08-05

AAPL APPLE INC183.9K shares3.36%2026-06-302026-08-05

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T62.9K shares72.58%2026-06-302026-08-05

VANGUARD INDEX FDS VANGUARD INDEX FDS109.7K shares0.38%2026-06-302026-08-05

NVDA NVIDIA CORPORATION169.3K shares2.92%2026-06-302026-08-05

WBD WARNER BROS DISCOVERY INC1.1M shares0.01%2026-06-302026-08-05

MSFT MICROSOFT CORP63.7K shares6.58%2026-06-302026-08-05

IVOG VANGUARD ADMIRAL FDS INC159.5K shares14.24%2026-06-302026-08-05

Sponsored

ABBVIE INC ABBVIE INC91.7K shares0.77%2026-06-302026-08-05

ACWI ISHARES TR122.7K shares2.03%2026-06-302026-08-05

GOOGL ALPHABET INC53.5K shares7.44%2026-06-302026-08-05

AMZN AMAZON COM INC78.5K shares7.44%2026-06-302026-08-05

META PLATFORMS INC META PLATFORMS INC31.8K shares3.35%2026-06-302026-08-05

SHOP SHOPIFY INC151.5K shares-0.84%2026-06-302026-08-05

TRGP TARGA RES CORP63.9K shares0.13%2026-06-302026-08-05

BRK.B BERKSHIRE HATHAWAY INC DEL28.9K shares1.47%2026-06-302026-08-05

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC30.7K shares3.33%2026-06-302026-08-05

JPMORGAN CHASE & CO JPMORGAN CHASE & CO35.3K shares-3.31%2026-06-302026-08-05

ABT ABBOTT LABORATORIES125.7K shares3.11%2026-06-302026-08-05

BROADCOM INC BROADCOM INC27.9K shares-5.64%2026-06-302026-08-05

PG PROCTER & GAMBLE CO62.9K shares0.71%2026-06-302026-08-05

MU MICRON TECHNOLOGY INC7.7K shares24.43%2026-06-302026-08-05

IVW ISHARES TR64.5K shares-0.28%2026-06-302026-08-05

LLY ELI LILLY & CO6.4K shares13.23%2026-06-302026-08-05

Sponsored

IJH ISHARES TR96.7K shares3.07%2026-06-302026-08-05

WMT WALMART INC65.6K shares-1.91%2026-06-302026-08-05

GOOG ALPHABET INC20.5K shares11.90%2026-06-302026-08-05

JNJ JOHNSON & JOHNSON25.8K shares7.26%2026-06-302026-08-05

TSM TAIWAN SEMICONDUCTOR MANUFAC13.4K shares28.99%2026-06-302026-08-05

MASTERCARD INCORPORATED MASTERCARD INCORPORATED12.3K shares20.01%2026-06-302026-08-05

EFA ISHARES TR59.5K shares8.38%2026-06-302026-08-05

TSLA TESLA INC14.4K shares12.46%2026-06-302026-08-05

Sponsored

IWR ISHARES TR53.6K shares3.53%2026-06-302026-08-05

BSCR INVESCO EXCH TRD SLF IDX FD293.6K shares-11.37%2026-06-302026-08-05

CAT CATERPILLAR INC5.0K shares22.49%2026-06-302026-08-05

IXUS ISHARES TR55.6K shares3.04%2026-06-302026-08-05

CRWV COREWEAVE INC49.7K shares0.00%2026-06-302026-08-05

EXXON MOBIL CORP EXXON MOBIL CORP34.9K shares9.54%2026-06-302026-08-05

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.1K shares4.84%2026-06-302026-08-05

VISA INC VISA INC13.4K shares-0.34%2026-06-302026-08-05

Sponsored

IWF ISHARES TR36.7K shares324.83%2026-06-302026-08-05

AMD ADVANCED MICRO DEVICES INC7.8K shares-2.34%2026-06-302026-08-05

PANW PALO ALTO NETWORKS INC13.1K shares-6.62%2026-06-302026-08-05

MYRG MYR GROUP INC8.8K shares0.00%2026-06-302026-08-05

AEP AMERICAN ELEC PWR CO INC31.8K shares2.93%2026-06-302026-08-05

IJR ISHARES TR28.5K shares3.97%2026-06-302026-08-05

EEM ISHARES TR61.1K shares1.42%2026-06-302026-08-05

ADVANCED DRAIN SYS INC DEL ADVANCED DRAIN SYS INC DEL25.4K shares-7.29%2026-06-302026-08-05

Sponsored

GE GE AEROSPACE10.1K shares-3.90%2026-06-302026-08-05

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-06-302026-08-05

GEV GE VERNOVA INC3.1K shares8.26%2026-06-302026-08-05

HD HOME DEPOT INC10.3K shares-6.48%2026-06-302026-08-05

ISHARES TR ISHARES TR35.5K shares-0.60%2026-06-302026-08-05

IEMG ISHARES INC41.4K shares-4.46%2026-06-302026-08-05

CVX CHEVRON CORPORATION20.6K shares7.73%2026-06-302026-08-05

CISCO SYS INC CISCO SYS INC28.7K shares-4.97%2026-06-302026-08-05

Sponsored

VEA VANGUARD TAX-MANAGED FDS47.2K shares13.16%2026-06-302026-08-05

IVE ISHARES TR14.6K shares-0.59%2026-06-302026-08-05

NEXTERA ENERGY INC NEXTERA ENERGY INC37.4K shares11.08%2026-06-302026-08-05

FMAO FARMERS & MERCHANTS BANCORP100.2K shares0.00%2026-06-302026-08-05

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC26.2K shares8.91%2026-06-302026-08-05

IWB ISHARES TR7.2K shares0.00%2026-06-302026-08-05

APPLIED MATLS INC APPLIED MATLS INC4.0K shares29.19%2026-06-302026-08-05

BAC BANK OF AMER CORP51.1K shares19.27%2026-06-302026-08-05

Sponsored

QQQ INVESCO QQQ TR3.9K shares1.66%2026-06-302026-08-05

MCD MCDONALDS CORP10.1K shares-0.13%2026-06-302026-08-05

MS MORGAN STANLEY13.1K shares13.76%2026-06-302026-08-05

IWM ISHARES TR8.9K shares-31.70%2026-06-302026-08-05

PH PARKER-HANNIFIN CORP2.5K shares10.48%2026-06-302026-08-05

NETFLIX INC. NETFLIX INC.34.6K shares-5.29%2026-06-302026-08-05

VGT VANGUARD WORLD FD20.6K shares700.00%2026-06-302026-08-05

AMT AMERICAN TOWER CORP15.0K shares9.36%2026-06-302026-08-05

Sponsored

MDY STATE STR SPDR S&P MIDCAP 403.5K shares73.07%2026-06-302026-08-05

VB VANGUARD INDEX FDS7.9K shares3.57%2026-06-302026-08-05

KO COCA COLA CO28.6K shares6.18%2026-06-302026-08-05

TXN TEXAS INSTRS INC7.7K shares44.14%2026-06-302026-08-05

MPC MARATHON PETE CORP9.0K shares5.47%2026-06-302026-08-05

BHP BHP BILLITON LIMITED26.5K shares21.16%2026-06-302026-08-05

BGIG ETF SER SOLUTIONS61.5K shares-0.05%2026-06-302026-08-05

ALL ALLSTATE CORP9.3K shares8.50%2026-06-302026-08-05

Sponsored

IWD ISHARES TR8.9K shares-23.72%2026-06-302026-08-05

AMGN AMGEN INC5.9K shares0.14%2026-06-302026-08-05

QUAL ISHARES TR9.6K shares3.35%2026-06-302026-08-05

MRK MERCK & CO INC16.0K shares20.16%2026-06-302026-08-05

ITOT ISHARES TR12.2K shares0.03%2026-06-302026-08-05

S&P GLOBAL INC S&P GLOBAL INC4.8K shares25.74%2026-06-302026-08-05

WASTE MGMT INC DEL WASTE MGMT INC DEL8.7K shares-1.69%2026-06-302026-08-05

ASML ASML HLDG NV977 shares11.28%2026-06-302026-08-05

Sponsored

DY DYCOM INDS INC3.8K shares-0.03%2026-06-302026-08-05

MYCH SSGA ACTIVE TR76.4K shares0.00%2026-06-302026-08-05

LMT LOCKHEED MARTIN CORP3.7K shares9.64%2026-06-302026-08-05

BND VANGUARD BD INDEX FDS24.9K shares19.81%2026-06-302026-08-05

IQLT ISHARES TR35.9K shares2.20%2026-06-302026-08-05

ANET ARISTA NETWORKS INC10.4K shares-1.97%2026-06-302026-08-05

DVY ISHARES TR11.2K shares-3.11%2026-06-302026-08-05

INTC INTEL CORP12.5K shares5.10%2026-06-302026-08-05

Sponsored

PLD PROLOGIS INC.12.9K shares9.95%2026-06-302026-08-05

ETN EATON CORP PLC4.1K shares15.18%2026-06-302026-08-05

GS GOLDMAN SACHS GROUP INC1.7K shares32.20%2026-06-302026-08-05

FITB FIFTH THIRD BANCORP29.6K shares-5.12%2026-06-302026-08-05

MELI MERCADOLIBRE INC982 shares29.72%2026-06-302026-08-05

WFC WELLS FARGO & CO20.1K shares-16.34%2026-06-302026-08-05

VNQ VANGUARD INDEX FDS16.7K shares0.00%2026-06-302026-08-05

FNDX SCHWAB STRATEGIC TR50.8K shares5.66%2026-06-302026-08-05

Sponsored

BBBY BED BATH & BEYOND INC270.6K shares-0.04%2026-06-302026-08-05

TMO THERMO FISHER SCIENTIFIC INC3.1K shares17.71%2026-06-302026-08-05

APH AMPHENOL CORP8.5K shares13.85%2026-06-302026-08-05

ISHARES TR ISHARES TR15.2K shares4.80%2026-06-302026-08-05

COP CONOCOPHILLIPS14.0K shares-2.03%2026-06-302026-08-05

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP4.5K shares11.83%2026-06-302026-08-05

VUG VANGUARD INDEX FDS16.6K shares527.23%2026-06-302026-08-05

MRVL MARVELL TECHNOLOGY INC4.8K sharesnew addition2026-06-302026-08-05

Sponsored

IBM INTERNATIONAL BUSINESS MACHS5.1K shares2.72%2026-06-302026-08-05

PM PHILIP MORRIS INTL INC7.8K shares7.20%2026-06-302026-08-05

UNP UNION PAC CORP5.0K shares26.08%2026-06-302026-08-05

HBAN HUNTINGTON BANCSHARES INC76.1K shares-0.24%2026-06-302026-08-05

HOOD ROBINHOOD MKTS INC13.4K shares12.65%2026-06-302026-08-05

QDF FLEXSHARES TR14.9K sharesnew addition2026-06-302026-08-05

CHUBB LIMITED CHUBB LIMITED3.9K shares-1.59%2026-06-302026-08-05

HSBC HSBC HLDGS PLC13.8K shares21.23%2026-06-302026-08-05

Sponsored

SSP SCRIPPS E W CO OHIO471.8K shares91.54%2026-06-302026-08-05

VO VANGUARD INDEX FDS15.9K shares300.05%2026-06-302026-08-05

ORACLE CORP ORACLE CORP8.7K shares-1.12%2026-06-302026-08-05

PEP PEPSICO INC9.4K shares-8.94%2026-06-302026-08-05

BLK BLACKROCK INC1.3K shares-8.32%2026-06-302026-08-05

BIP BROOKFIELD INFRASTRUCTURE PA33.9K shares0.00%2026-06-302026-08-05

DELL DELL TECHNOLOGIES INC2.9K sharesnew addition2026-06-302026-08-05

KLAC KLA CORP4.1K shares1381.09%2026-06-302026-08-05

Sponsored

DHR DANAHER CORP DEL6.4K shares29.94%2026-06-302026-08-05

QUANTA SVCS INC QUANTA SVCS INC1.7K shares4.70%2026-06-302026-08-05

VOO VANGUARD INDEX FDS1.8K shares0.28%2026-06-302026-08-05

RTX CORPORATION RTX CORPORATION6.4K shares6.22%2026-06-302026-08-05

UBS UBS GROUP AG24.5K shares14.15%2026-06-302026-08-05

LRCX LAM RESEARCH CORP2.7K shares37.64%2026-06-302026-08-05

VWO VANGUARD INTL EQUITY INDEX F19.8K shares4.99%2026-06-302026-08-05

LIN LINDE PLC2.3K shares-4.14%2026-06-302026-08-05

Sponsored

VFH VANGUARD WORLD FD8.8K shares0.00%2026-06-302026-08-05

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC3.5K shares9.40%2026-06-302026-08-05

VBK VANGUARD INDEX FDS3.1K shares-0.77%2026-06-302026-08-05

GLW CORNING INC4.4K shares183.81%2026-06-302026-08-05

DUK DUKE ENERGY CORP NEW8.8K shares20.22%2026-06-302026-08-05

DGRW WISDOMTREE TR11.6K shares0.00%2026-06-302026-08-05

IWP ISHARES TR7.5K shares0.01%2026-06-302026-08-05

GD GENERAL DYNAMICS CORP3.1K shares23.73%2026-06-302026-08-05

Sponsored

TJX TJX COS INC NEW7.1K shares58.84%2026-06-302026-08-05

TT TRANE TECHNOLOGIES PLC2.1K shares23.64%2026-06-302026-08-05

VHT VANGUARD WORLD FD3.4K shares-0.75%2026-06-302026-08-05

DON WISDOMTREE TR18.1K shares1.26%2026-06-302026-08-05

NSC NORFOLK SOUTHN CORP3.2K shares25.71%2026-06-302026-08-05

GNR SPDR INDEX SHS FDS14.9K sharesnew addition2026-06-302026-08-05

XLK SELECT SECTOR SPDR TR5.2K shares-0.15%2026-06-302026-08-05

NEM NEWMONT CORP10.3K shares-2.95%2026-06-302026-08-05

Sponsored

VOT VANGUARD INDEX FDS3.1K shares-0.90%2026-06-302026-08-05

PHM PULTE GROUP INC6.8K shares16.79%2026-06-302026-08-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL970 shares45.21%2026-06-302026-08-05

CSX CSX CORP19.6K shares15.88%2026-06-302026-08-05

AXP AMERICAN EXPRESS CO2.7K shares10.16%2026-06-302026-08-05

IBDV ISHARES TR42.1K shares-2.86%2026-06-302026-08-05

VRTX VERTEX PHARMACEUTICALS INC1.8K shares-0.65%2026-06-302026-08-05

CQP CHENIERE ENERGY PARTNERS L P14.9K shares0.00%2026-06-302026-08-05

Sponsored

ANDE ANDERSONS INC13.3K shares0.00%2026-06-302026-08-05

COF CAPITAL ONE FINL CORP4.4K shares4.83%2026-06-302026-08-05

IBMQ ISHARES TR34.5K shares0.00%2026-06-302026-08-05

VRT VERTIV HOLDINGS CO2.6K shares39.98%2026-06-302026-08-05

IWS ISHARES TR5.2K shares-3.42%2026-06-302026-08-05

UTHR UNITED THERAPEUTICS CORP DEL1.6K shares21.36%2026-06-302026-08-05

REET ISHARES TR30.8K shares1.41%2026-06-302026-08-05

VZ VERIZON COMMUNICATIONS INC20.1K shares-20.03%2026-06-302026-08-05

Sponsored

PGR PROGRESSIVE CORP3.8K shares14.08%2026-06-302026-08-05

GILD GILEAD SCIENCES INC6.5K shares7.78%2026-06-302026-08-05

PSX PHILLIPS 664.8K shares1.79%2026-06-302026-08-05

GSK PLC GSK PLC15.6K shares18.88%2026-06-302026-08-05

HYG ISHARES TR10.2K shares0.00%2026-06-302026-08-05

SHW SHERWIN WILLIAMS CO2.3K shares-23.01%2026-06-302026-08-05

MMC MARSH & MCLENNAN COS INC4.8K shares16.55%2026-06-302026-08-05

HONEYWELL INTL INC HONEYWELL INTL INC3.5K sharesnew addition2026-06-302026-08-05

Sponsored

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.5K sharesnew addition2026-06-302026-08-05

SAP SAP SE5.0K shares4.01%2026-06-302026-08-05

HUM HUMANA INC1.9K shares22.35%2026-06-302026-08-05

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC956 shares6.46%2026-06-302026-08-05

DIS DISNEY WALT CO7.6K shares8.57%2026-06-302026-08-05

SHV ISHARES TR6.5K shares0.00%2026-06-302026-08-05

EMR EMERSON ELEC CO5.0K shares-0.57%2026-06-302026-08-05

MO ALTRIA GROUP INC9.9K shares29.60%2026-06-302026-08-05

Sponsored

TSPA T ROWE PRICE EXCHANGE-TRADED14.9K shares16.11%2026-06-302026-08-05

VLO VALERO ENERGY CORP2.7K shares26.03%2026-06-302026-08-05

VST VISTRA CORP4.4K shares17.14%2026-06-302026-08-05

SPG SIMON PPTY GROUP INC NEW3.1K shares11.33%2026-06-302026-08-05

HCA HCA HEALTHCARE INC1.8K shares13.68%2026-06-302026-08-05

UBER UBER TECHNOLOGIES INC9.5K shares-40.02%2026-06-302026-08-05

T AT&T INC33.0K shares-6.72%2026-06-302026-08-05

CVS CVS HEALTH CORP6.6K shares122.12%2026-06-302026-08-05

Sponsored

C CITIGROUP INC4.9K shares3.25%2026-06-302026-08-05

BSCS INVESCO EXCH TRD SLF IDX FD33.3K shares0.00%2026-06-302026-08-05

LHX L3HARRIS TECHNOLOGIES INC2.3K shares13.66%2026-06-302026-08-05

SERVICENOW INC SERVICENOW INC6.8K shares-39.58%2026-06-302026-08-05

FDX FEDEX CORP2.1K shares40.71%2026-06-302026-08-05

ADI ANALOG DEVICES INC1.7K shares26.23%2026-06-302026-08-05

WDAY WORKDAY INC5.5K shares35.58%2026-06-302026-08-05

QLTY GMO ETF TRUST16.0K shares0.17%2026-06-302026-08-05

Sponsored

AJG GALLAGHER ARTHUR J & CO2.9K shares65.27%2026-06-302026-08-05

HIG HARTFORD INSURANCE GROUP INC4.9K shares4.84%2026-06-302026-08-05

SNA SNAP ON INC1.6K shares0.95%2026-06-302026-08-05

FTNT FORTINET INC4.2K shares1.66%2026-06-302026-08-05

ISRG INTUITIVE SURGICAL INC1.6K shares3.11%2026-06-302026-08-05

BKNG BOOKING HOLDINGS INC3.5K shares1902.87%2026-06-302026-08-05

SCHW SCHWAB CHARLES CORP6.7K shares-5.79%2026-06-302026-08-05

LOW LOWES COS INC2.8K shares105.18%2026-06-302026-08-05

Sponsored

TPG TPG INC15.0K sharesnew addition2026-06-302026-08-05

SYK STRYKER CORPORATION1.9K shares2.42%2026-06-302026-08-05

SPDW SPDR INDEX SHS FDS11.9K shares0.04%2026-06-302026-08-05

CSQ CALAMOS STRATEGIC TOTAL RETU29.0K shares0.00%2026-06-302026-08-05

CEG CONSTELLATION ENERGY CORP2.4K shares-3.46%2026-06-302026-08-05

XLC SELECT SECTOR SPDR TR5.4K shares0.00%2026-06-302026-08-05

INTU INTUIT2.2K shares-0.63%2026-06-302026-08-05

DE DEERE & CO888 shares25.78%2026-06-302026-08-05

Sponsored

TDG TRANSDIGM GROUP INC421 shares-28.89%2026-06-302026-08-05

F FORD MTR CO40.0K shares5.79%2026-06-302026-08-05

XTN SPDR SERIES TRUST4.8K shares0.00%2026-06-302026-08-05

NOBL PROSHARES TR9.8K shares78.54%2026-06-302026-08-05

IBDY ISHARES TR21.3K shares-6.53%2026-06-302026-08-05

UL UNILEVER PLC9.1K shares11.37%2026-06-302026-08-05

SNPS SYNOPSYS INC1.2K shares-38.51%2026-06-302026-08-05

PNC PNC FINL SVCS GROUP INC2.1K shares33.44%2026-06-302026-08-05

Sponsored

CRM SALESFORCE INC3.3K shares-2.57%2026-06-302026-08-05

IYF ISHARES TR4.1K shares-1.81%2026-06-302026-08-05

PPG PPG INDS INC4.3K shares-0.54%2026-06-302026-08-05

SLB SLB LIMITED11.1K shares22.06%2026-06-302026-08-05

EQT EQT CORP9.6K shares109.21%2026-06-302026-08-05

CTAS CINTAS CORP3.0K shares13.78%2026-06-302026-08-05

FREEPORT MCMORAN INC FREEPORT MCMORAN INC8.0K shares34.38%2026-06-302026-08-05

URI UNITED RENTALS INC439 shares25.43%2026-06-302026-08-05

Sponsored

CDNS CADENCE DESIGN SYSTEM INC1.3K shares-0.45%2026-06-302026-08-05

RSPT INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2026-06-302026-08-05

LNG CHENIERE ENERGY INC2.0K shares14.21%2026-06-302026-08-05

ITUB ITAU UNIBANCO HLDG S A58.8K shares16.16%2026-06-302026-08-05

LEN LENNAR CORP5.3K shares2.49%2026-06-302026-08-05

OKE ONEOK INC NEW5.4K shares9.60%2026-06-302026-08-05

DAVE DAVE INC1.3K shares9.65%2026-06-302026-08-05

PSA PUBLIC STORAGE1.5K shares2.11%2026-06-302026-08-05

Sponsored

BAP CREDICORP LTD1.2K sharesnew addition2026-06-302026-08-05

VT VANGUARD INTL EQUITY INDEX F2.9K shares6.54%2026-06-302026-08-05

RSP INVESCO EXCHANGE TRADED FD T2.1K shares2.78%2026-06-302026-08-05

IBDW ISHARES TR21.5K shares-5.05%2026-06-302026-08-05

IBDX ISHARES TR17.8K shares-7.94%2026-06-302026-08-05

IYW ISHARES TR1.8K shares0.00%2026-06-302026-08-05

CRH CRH PLC4.2K shares18.75%2026-06-302026-08-05

XLE SELECT SECTOR SPDR TR8.3K shares-2.50%2026-06-302026-08-05

Sponsored

KVYO KLAVIYO INC29.2K shares0.00%2026-06-302026-08-05

ERIC TELEFONAKTIEBOLAGET LM ERICS39.5K shares8.71%2026-06-302026-08-05

RCI ROGERS COMMUNICATIONS INC13.5K shares13.13%2026-06-302026-08-05

WELL WELLTOWER INC1.9K shares-0.47%2026-06-302026-08-05

QCOM QUALCOMM INC2.4K shares-2.48%2026-06-302026-08-05

AMTM AMENTUM HOLDINGS INC21.1K shares11.51%2026-06-302026-08-05

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares12.01%2026-06-302026-08-05

SHEL SHELL PLC5.5K shares-17.01%2026-06-302026-08-05

Sponsored

IBDU ISHARES TR18.4K shares0.00%2026-06-302026-08-05

CMCSA COMCAST CORP NEW16.9K shares-52.79%2026-06-302026-08-05

WMB WILLIAMS COS INC5.5K shares50.25%2026-06-302026-08-05

VYMI VANGUARD WHITEHALL FDS4.1K shares0.00%2026-06-302026-08-05

GUNR FLEXSHARES TR8.1K sharesnew addition2026-06-302026-08-05

KMI KINDER MORGAN INC DEL12.5K shares3.18%2026-06-302026-08-05

IBKR INTERACTIVE BROKERS GROUP IN4.6K shares0.29%2026-06-302026-08-05

DGX QUEST DIAGNOSTICS INC1.9K shares2.65%2026-06-302026-08-05

Sponsored

BX BLACKSTONE INC3.3K shares0.74%2026-06-302026-08-05

CMI CUMMINS INC536 shares30.10%2026-06-302026-08-05

WEC WEC ENERGY GROUP INC3.2K shares5.92%2026-06-302026-08-05

CSL CARLISLE COS INC1.0K shares-0.77%2026-06-302026-08-05

WDC WESTERN DIGITAL CORP588 sharesnew addition2026-06-302026-08-05

CBLL CERIBELL INC19.3K shares-4.04%2026-06-302026-08-05

IJJ ISHARES TR2.5K shares0.00%2026-06-302026-08-05

ADOBE INC ADOBE INC1.8K shares-3.65%2026-06-302026-08-05

Sponsored

DIA STATE STR SPDR DOW JONES IND704 shares0.00%2026-06-302026-08-05

ADP AUTOMATIC DATA PROCESSING IN1.6K shares8.58%2026-06-302026-08-05

MSI MOTOROLA SOLUTIONS INC876 shares15.42%2026-06-302026-08-05

KR KROGER CO6.5K shares2.96%2026-06-302026-08-05

DVN DEVON ENERGY CORP NEW8.7K shares113.82%2026-06-302026-08-05

ITW ILLINOIS TOOL WKS INC1.3K shares23.58%2026-06-302026-08-05

TFC TRUIST FINL CORP7.0K sharesnew addition2026-06-302026-08-05

MCO MOODYS CORP766 shares5.36%2026-06-302026-08-05

Sponsored

BLFS BIOLIFE SOLUTIONS INC12.3K shares2.28%2026-06-302026-08-05

ICE INTERCONTINENTAL EXCHANGE IN2.8K shares19.77%2026-06-302026-08-05

SM SM ENERGY COMPANY13.1K shares9.66%2026-06-302026-08-05

ORLY OREILLY AUTOMOTIVE INC3.7K shares21.23%2026-06-302026-08-05

IWO ISHARES TR853 shares0.00%2026-06-302026-08-05

EL LAUDER ESTEE COS INC4.2K shares15.77%2026-06-302026-08-05

3M CO 3M CO2.0K shares37.98%2026-06-302026-08-05

IGF ISHARES TR4.9K sharesnew addition2026-06-302026-08-05

Sponsored

DFAT DIMENSIONAL ETF TRUST4.7K shares0.00%2026-06-302026-08-05

NOC NORTHROP GRUMMAN CORP643 shares36.23%2026-06-302026-08-05

EW EDWARDS LIFESCIENCES CORP3.6K shares19.79%2026-06-302026-08-05

TMUS T-MOBILE US INC1.9K shares-22.08%2026-06-302026-08-05

GWW WW GRAINGER INC237 shares26.74%2026-06-302026-08-05

KT KT CORP18.5K sharesnew addition2026-06-302026-08-05

SBUX STARBUCKS CORP3.1K shares3.07%2026-06-302026-08-05

BA BOEING CO1.5K shares27.76%2026-06-302026-08-05

Sponsored

RF REGIONS FINANCIAL CORP NEW10.3K sharesnew addition2026-06-302026-08-05

ROK ROCKWELL AUTOMATION INC619 shares5.81%2026-06-302026-08-05

MCK MCKESSON CORP405 shares0.25%2026-06-302026-08-05

KEP KOREA ELEC PWR CORP24.8K shares11.91%2026-06-302026-08-05

SOUTHERN CO SOUTHERN CO3.1K shares6.12%2026-06-302026-08-05

AA ALCOA CORP5.7K shares-8.95%2026-06-302026-08-05

HPE HEWLETT PACKARD ENTERPRISE C6.6K sharesnew addition2026-06-302026-08-05

HWM HOWMET AEROSPACE INC1.1K shares6.07%2026-06-302026-08-05

Sponsored

EME EMCOR GROUP INC353 shares-0.28%2026-06-302026-08-05

MAR MARRIOTT INTL INC NEW790 sharesnew addition2026-06-302026-08-05

GQRE FLEXSHARES TR4.5K sharesnew addition2026-06-302026-08-05

CAH CARDINAL HEALTH INC1.2K shares-1.61%2026-06-302026-08-05

SPYG SPDR SERIES TRUST2.4K shares-73.54%2026-06-302026-08-05

IDEXX LABS INC IDEXX LABS INC546 shares15.68%2026-06-302026-08-05

GM GENERAL MTRS CO3.7K sharesnew addition2026-06-302026-08-05

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-1.23%2026-06-302026-08-05

Sponsored

BSX BOSTON SCIENTIFIC CORP6.6K shares-45.56%2026-06-302026-08-05

SGOV ISHARES TR2.8K shares0.22%2026-06-302026-08-05

OC OWENS CORNING NEW1.8K shares-9.07%2026-06-302026-08-05

XLV SELECT SECTOR SPDR TR1.7K shares0.00%2026-06-302026-08-05

FBTC FIDELITY WISE ORIGIN BITCOIN5.4K shares0.00%2026-06-302026-08-05

PYPL PAYPAL HLDGS INC6.3K shares0.19%2026-06-302026-08-05

EQIX EQUINIX INC261 shares6.53%2026-06-302026-08-05

JMUB J P MORGAN EXCHANGE TRADED F5.4K shares-5.63%2026-06-302026-08-05

Sponsored

VEEV VEEVA SYS INC1.5K shares11.67%2026-06-302026-08-05

IBP INSTALLED BLDG PRODS INC1.2K shares0.00%2026-06-302026-08-05

MSCI MSCI INC477 shares-22.94%2026-06-302026-08-05

VEU VANGUARD INTL EQUITY INDEX F3.2K shares-36.97%2026-06-302026-08-05

ROST ROSS STORES INC1.2K shares30.02%2026-06-302026-08-05

VXUS VANGUARD STAR FDS3.1K shares-68.61%2026-06-302026-08-05

VCIT VANGUARD SCOTTSDALE FDS3.2K shares-37.22%2026-06-302026-08-05

APD AIR PRODUCTS AND CHEMICALS I895 shares10.09%2026-06-302026-08-05

Sponsored

CPRT COPART INC9.3K shares3.28%2026-06-302026-08-05

CME CME GROUP INC1.2K shares14.75%2026-06-302026-08-05

CBRE CBRE GROUP INC1.9K shares12.88%2026-06-302026-08-05

BK BANK OF NY MELLON CORP1.8K sharesnew addition2026-06-302026-08-05

ODFL OLD DOMINION FREIGHT LINE IN1.2K shares-4.53%2026-06-302026-08-05

VTIP VANGUARD MALVERN FDS5.1K shares18.11%2026-06-302026-08-05

LIVE NATION ENTERTAINMENT IN LIVE NATION ENTERTAINMENT IN1.4K shares2.06%2026-06-302026-08-05

SONY SONY GROUP CORP12.6K shares17.87%2026-06-302026-08-05

Sponsored

PRU PRUDENTIAL FINL INC2.3K shares1.12%2026-06-302026-08-05

XLY SELECT SECTOR SPDR TR2.1K shares0.00%2026-06-302026-08-05

XLF SELECT SECTOR SPDR TR4.7K shares-9.10%2026-06-302026-08-05

AAON AAON INC2.0K sharesnew addition2026-06-302026-08-05

ADVANCED ENERGY INDS ADVANCED ENERGY INDS663 shares0.00%2026-06-302026-08-05

CL COLGATE PALMOLIVE CO2.7K shares-6.64%2026-06-302026-08-05

EA ELECTRONIC ARTS INC1.2K shares11.83%2026-06-302026-08-05

FTAI FTAI AVIATION LTD902 shares-72.41%2026-06-302026-08-05

Sponsored

FAST FASTENAL CO5.1K sharesnew addition2026-06-302026-08-05

TTWO TAKE-TWO INTERACTIVE SOFTWAR963 sharesnew addition2026-06-302026-08-05

ET ENERGY TRANSFER L P12.6K shares-10.59%2026-06-302026-08-05

BMY BRISTOL-MYERS SQUIBB CO4.2K sharesnew addition2026-06-302026-08-05

AXON AXON ENTERPRISE INC427 shares-62.15%2026-06-302026-08-05

MUB ISHARES TR2.2K shares0.00%2026-06-302026-08-05

AZO AUTOZONE INC74 shares21.31%2026-06-302026-08-05

CRMD CORMEDIX INC30.1K shares9.70%2026-06-302026-08-05

Sponsored

XLI SELECT SECTOR SPDR TR1.3K shares0.00%2026-06-302026-08-05

KEYS KEYSIGHT TECHNOLOGIES INC670 sharesnew addition2026-06-302026-08-05

NFRA FLEXSHARES TR3.6K sharesnew addition2026-06-302026-08-05

TEL TE CONNECTIVITY PLC1.2K sharesnew addition2026-06-302026-08-05

DATADOG INC DATADOG INC891 sharesnew addition2026-06-302026-08-05

MET METLIFE INC2.7K sharesnew addition2026-06-302026-08-05

CIEN CIENA CORP472 sharesnew addition2026-06-302026-08-05

MNST MONSTER BEVERAGE CORP NEW2.4K sharesnew addition2026-06-302026-08-05

Sponsored

AEO AMERICAN EAGLE OUTFITTERS IN13.1K shares-0.14%2026-06-302026-08-05

MDLZ MONDELEZ INTL INC3.9K sharesnew addition2026-06-302026-08-05

DFUV DIMENSIONAL ETF TRUST4.1K sharesnew addition2026-06-302026-08-05

DAL DELTA AIR LINES INC2.4K sharesnew addition2026-06-302026-08-05

NVS NOVARTIS AG1.4K sharesnew addition2026-06-302026-08-05

DOV DOVER CORP986 sharesnew addition2026-06-302026-08-05

CFG CITIZENS FINL GROUP INC3.1K sharesnew addition2026-06-302026-08-05

VTV VANGUARD INDEX FDS1.0K sharesnew addition2026-06-302026-08-05

Sponsored

SYY SYSCO CORP2.6K sharesnew addition2026-06-302026-08-05

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A468 shares-52.44%2026-06-302026-08-05

AIG AMERICAN INTL GROUP INC2.9K sharesnew addition2026-06-302026-08-05

PFE PFIZER INC8.8K shares-33.35%2026-06-302026-08-05

MUFG MITSUBISHI UFJ FINANCIAL GRO10.6K sharesnew addition2026-06-302026-08-05

OEF ISHARES TR562 sharesnew addition2026-06-302026-08-05

USMV ISHARES TR2.1K sharesnew addition2026-06-302026-08-05

BKR BAKER HUGHES COMPANY3.7K sharesnew addition2026-06-302026-08-05

Sponsored

CINF CINCINNATI FINL CORP1.1K sharesnew addition2026-06-302026-08-05

UPS UNITED PARCEL SVCS INC1.9K sharesnew addition2026-06-302026-08-05

PRK PARK NATL CORP1.1K sharesnew addition2026-06-302026-08-05

IGSB ISHARES TR3.8K shares0.00%2026-06-302026-08-05

EXC EXELON CORP4.3K sharesnew addition2026-06-302026-08-05

ISHARES TR

3.26%

Shares303.8K

Event2026-06-30

Filed2026-08-05

AAPL

APPLE INC

3.36%

Shares183.9K

Event2026-06-30

Filed2026-08-05

STATE STR SPDR S&P 500 ETF T

72.58%

Shares62.9K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

0.38%

Shares109.7K

Event2026-06-30

Filed2026-08-05

NVDA

NVIDIA CORPORATION

2.92%

Shares169.3K

Event2026-06-30

Filed2026-08-05

WBD

WARNER BROS DISCOVERY INC

0.01%

Shares1.1M

Event2026-06-30

Filed2026-08-05

MSFT

MICROSOFT CORP

6.58%

Shares63.7K

Event2026-06-30

Filed2026-08-05

IVOG

VANGUARD ADMIRAL FDS INC

14.24%

Shares159.5K

Event2026-06-30

Filed2026-08-05

ABBVIE INC

0.77%

Shares91.7K

Event2026-06-30

Filed2026-08-05

ACWI

ISHARES TR

2.03%

Shares122.7K

Event2026-06-30

Filed2026-08-05

GOOGL

ALPHABET INC

7.44%

Shares53.5K

Event2026-06-30

Filed2026-08-05

AMZN

AMAZON COM INC

7.44%

Shares78.5K

Event2026-06-30

Filed2026-08-05

META PLATFORMS INC

3.35%

Shares31.8K

Event2026-06-30

Filed2026-08-05

SHOP

SHOPIFY INC

-0.84%

Shares151.5K

Event2026-06-30

Filed2026-08-05

TRGP

TARGA RES CORP

0.13%

Shares63.9K

Event2026-06-30

Filed2026-08-05

BRK.B

BERKSHIRE HATHAWAY INC DEL

1.47%

Shares28.9K

Event2026-06-30

Filed2026-08-05

UNITEDHEALTH GROUP INC

3.33%

Shares30.7K

Event2026-06-30

Filed2026-08-05

JPMORGAN CHASE & CO

-3.31%

Shares35.3K

Event2026-06-30

Filed2026-08-05

ABT

ABBOTT LABORATORIES

3.11%

Shares125.7K

Event2026-06-30

Filed2026-08-05

BROADCOM INC

-5.64%

Shares27.9K

Event2026-06-30

Filed2026-08-05

PROCTER & GAMBLE CO

0.71%

Shares62.9K

Event2026-06-30

Filed2026-08-05

MICRON TECHNOLOGY INC

24.43%

Shares7.7K

Event2026-06-30

Filed2026-08-05

IVW

ISHARES TR

-0.28%

Shares64.5K

Event2026-06-30

Filed2026-08-05

LLY

ELI LILLY & CO

13.23%

Shares6.4K

Event2026-06-30

Filed2026-08-05

IJH

ISHARES TR

3.07%

Shares96.7K

Event2026-06-30

Filed2026-08-05

WMT

WALMART INC

-1.91%

Shares65.6K

Event2026-06-30

Filed2026-08-05

GOOG

ALPHABET INC

11.90%

Shares20.5K

Event2026-06-30

Filed2026-08-05

JNJ

JOHNSON & JOHNSON

7.26%

Shares25.8K

Event2026-06-30

Filed2026-08-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

28.99%

Shares13.4K

Event2026-06-30

Filed2026-08-05

MASTERCARD INCORPORATED

20.01%

Shares12.3K

Event2026-06-30

Filed2026-08-05

EFA

ISHARES TR

8.38%

Shares59.5K

Event2026-06-30

Filed2026-08-05

TSLA

TESLA INC

12.46%

Shares14.4K

Event2026-06-30

Filed2026-08-05

IWR

ISHARES TR

3.53%

Shares53.6K

Event2026-06-30

Filed2026-08-05

BSCR

INVESCO EXCH TRD SLF IDX FD

-11.37%

Shares293.6K

Event2026-06-30

Filed2026-08-05

CAT

CATERPILLAR INC

22.49%

Shares5.0K

Event2026-06-30

Filed2026-08-05

IXUS

ISHARES TR

3.04%

Shares55.6K

Event2026-06-30

Filed2026-08-05

CRWV

COREWEAVE INC

0.00%

Shares49.7K

Event2026-06-30

Filed2026-08-05

EXXON MOBIL CORP

9.54%

Shares34.9K

Event2026-06-30

Filed2026-08-05

COSTCO WHOLESALE CORPORATION

4.84%

Shares5.1K

Event2026-06-30

Filed2026-08-05

VISA INC

-0.34%

Shares13.4K

Event2026-06-30

Filed2026-08-05

IWF

ISHARES TR

324.83%

Shares36.7K

Event2026-06-30

Filed2026-08-05

AMD

ADVANCED MICRO DEVICES INC

-2.34%

Shares7.8K

Event2026-06-30

Filed2026-08-05

PANW

PALO ALTO NETWORKS INC

-6.62%

Shares13.1K

Event2026-06-30

Filed2026-08-05

MYRG

MYR GROUP INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

AEP

AMERICAN ELEC PWR CO INC

2.93%

Shares31.8K

Event2026-06-30

Filed2026-08-05

IJR

ISHARES TR

3.97%

Shares28.5K

Event2026-06-30

Filed2026-08-05

EEM

ISHARES TR

1.42%

Shares61.1K

Event2026-06-30

Filed2026-08-05

ADVANCED DRAIN SYS INC DEL

-7.29%

Shares25.4K

Event2026-06-30

Filed2026-08-05

GE AEROSPACE

-3.90%

Shares10.1K

Event2026-06-30

Filed2026-08-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-06-30

Filed2026-08-05

GEV

GE VERNOVA INC

8.26%

Shares3.1K

Event2026-06-30

Filed2026-08-05

HOME DEPOT INC

-6.48%

Shares10.3K

Event2026-06-30

Filed2026-08-05

ISHARES TR

-0.60%

Shares35.5K

Event2026-06-30

Filed2026-08-05

IEMG

ISHARES INC

-4.46%

Shares41.4K

Event2026-06-30

Filed2026-08-05

CVX

CHEVRON CORPORATION

7.73%

Shares20.6K

Event2026-06-30

Filed2026-08-05

CISCO SYS INC

-4.97%

Shares28.7K

Event2026-06-30

Filed2026-08-05

VEA

VANGUARD TAX-MANAGED FDS

13.16%

Shares47.2K

Event2026-06-30

Filed2026-08-05

IVE

ISHARES TR

-0.59%

Shares14.6K

Event2026-06-30

Filed2026-08-05

NEXTERA ENERGY INC

11.08%

Shares37.4K

Event2026-06-30

Filed2026-08-05

FMAO

FARMERS & MERCHANTS BANCORP

0.00%

Shares100.2K

Event2026-06-30

Filed2026-08-05

PALANTIR TECHNOLOGIES INC

8.91%

Shares26.2K

Event2026-06-30

Filed2026-08-05

IWB

ISHARES TR

0.00%

Shares7.2K

Event2026-06-30

Filed2026-08-05

APPLIED MATLS INC

29.19%

Shares4.0K

Event2026-06-30

Filed2026-08-05

BAC

BANK OF AMER CORP

19.27%

Shares51.1K

Event2026-06-30

Filed2026-08-05

QQQ

INVESCO QQQ TR

1.66%

Shares3.9K

Event2026-06-30

Filed2026-08-05

MCD

MCDONALDS CORP

-0.13%

Shares10.1K

Event2026-06-30

Filed2026-08-05

MORGAN STANLEY

13.76%

Shares13.1K

Event2026-06-30

Filed2026-08-05

IWM

ISHARES TR

-31.70%

Shares8.9K

Event2026-06-30

Filed2026-08-05

PARKER-HANNIFIN CORP

10.48%

Shares2.5K

Event2026-06-30

Filed2026-08-05

NETFLIX INC.

-5.29%

Shares34.6K

Event2026-06-30

Filed2026-08-05

VGT

VANGUARD WORLD FD

700.00%

Shares20.6K

Event2026-06-30

Filed2026-08-05

AMT

AMERICAN TOWER CORP

9.36%

Shares15.0K

Event2026-06-30

Filed2026-08-05

MDY

STATE STR SPDR S&P MIDCAP 40

73.07%

Shares3.5K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

3.57%

Shares7.9K

Event2026-06-30

Filed2026-08-05

COCA COLA CO

6.18%

Shares28.6K

Event2026-06-30

Filed2026-08-05

TXN

TEXAS INSTRS INC

44.14%

Shares7.7K

Event2026-06-30

Filed2026-08-05

MPC

MARATHON PETE CORP

5.47%

Shares9.0K

Event2026-06-30

Filed2026-08-05

BHP

BHP BILLITON LIMITED

21.16%

Shares26.5K

Event2026-06-30

Filed2026-08-05

BGIG

ETF SER SOLUTIONS

-0.05%

Shares61.5K

Event2026-06-30

Filed2026-08-05

ALL

ALLSTATE CORP

8.50%

Shares9.3K

Event2026-06-30

Filed2026-08-05

IWD

ISHARES TR

-23.72%

Shares8.9K

Event2026-06-30

Filed2026-08-05

AMGN

AMGEN INC

0.14%

Shares5.9K

Event2026-06-30

Filed2026-08-05

QUAL

ISHARES TR

3.35%

Shares9.6K

Event2026-06-30

Filed2026-08-05

MRK

MERCK & CO INC

20.16%

Shares16.0K

Event2026-06-30

Filed2026-08-05

ITOT

ISHARES TR

0.03%

Shares12.2K

Event2026-06-30

Filed2026-08-05

S&P GLOBAL INC

25.74%

Shares4.8K

Event2026-06-30

Filed2026-08-05

WASTE MGMT INC DEL

-1.69%

Shares8.7K

Event2026-06-30

Filed2026-08-05

ASML

ASML HLDG NV

11.28%

Shares977

Event2026-06-30

Filed2026-08-05

DYCOM INDS INC

-0.03%

Shares3.8K

Event2026-06-30

Filed2026-08-05

MYCH

SSGA ACTIVE TR

0.00%

Shares76.4K

Event2026-06-30

Filed2026-08-05

LMT

LOCKHEED MARTIN CORP

9.64%

Shares3.7K

Event2026-06-30

Filed2026-08-05

BND

VANGUARD BD INDEX FDS

19.81%

Shares24.9K

Event2026-06-30

Filed2026-08-05

IQLT

ISHARES TR

2.20%

Shares35.9K

Event2026-06-30

Filed2026-08-05

ANET

ARISTA NETWORKS INC

-1.97%

Shares10.4K

Event2026-06-30

Filed2026-08-05

DVY

ISHARES TR

-3.11%

Shares11.2K

Event2026-06-30

Filed2026-08-05

INTC

INTEL CORP

5.10%

Shares12.5K

Event2026-06-30

Filed2026-08-05

PLD

PROLOGIS INC.

9.95%

Shares12.9K

Event2026-06-30

Filed2026-08-05

ETN

EATON CORP PLC

15.18%

Shares4.1K

Event2026-06-30

Filed2026-08-05

GOLDMAN SACHS GROUP INC

32.20%

Shares1.7K

Event2026-06-30

Filed2026-08-05

FITB

FIFTH THIRD BANCORP

-5.12%

Shares29.6K

Event2026-06-30

Filed2026-08-05

MELI

MERCADOLIBRE INC

29.72%

Shares982

Event2026-06-30

Filed2026-08-05

WFC

WELLS FARGO & CO

-16.34%

Shares20.1K

Event2026-06-30

Filed2026-08-05

VNQ

VANGUARD INDEX FDS

0.00%

Shares16.7K

Event2026-06-30

Filed2026-08-05

FNDX

SCHWAB STRATEGIC TR

5.66%

Shares50.8K

Event2026-06-30

Filed2026-08-05

BBBY

BED BATH & BEYOND INC

-0.04%

Shares270.6K

Event2026-06-30

Filed2026-08-05

TMO

THERMO FISHER SCIENTIFIC INC

17.71%

Shares3.1K

Event2026-06-30

Filed2026-08-05

APH

AMPHENOL CORP

13.85%

Shares8.5K

Event2026-06-30

Filed2026-08-05

ISHARES TR

4.80%

Shares15.2K

Event2026-06-30

Filed2026-08-05

COP

CONOCOPHILLIPS

-2.03%

Shares14.0K

Event2026-06-30

Filed2026-08-05

ROYAL CARIBBEAN GROUP

11.83%

Shares4.5K

Event2026-06-30

Filed2026-08-05

VUG

VANGUARD INDEX FDS

527.23%

Shares16.6K

Event2026-06-30

Filed2026-08-05

MRVL

MARVELL TECHNOLOGY INC

New

Shares4.8K

Event2026-06-30

Filed2026-08-05

IBM

INTERNATIONAL BUSINESS MACHS

2.72%

Shares5.1K

Event2026-06-30

Filed2026-08-05

PHILIP MORRIS INTL INC

7.20%

Shares7.8K

Event2026-06-30

Filed2026-08-05

UNP

UNION PAC CORP

26.08%

Shares5.0K

Event2026-06-30

Filed2026-08-05

HBAN

HUNTINGTON BANCSHARES INC

-0.24%

Shares76.1K

Event2026-06-30

Filed2026-08-05

HOOD

ROBINHOOD MKTS INC

12.65%

Shares13.4K

Event2026-06-30

Filed2026-08-05

QDF

FLEXSHARES TR

New

Shares14.9K

Event2026-06-30

Filed2026-08-05

CHUBB LIMITED

-1.59%

Shares3.9K

Event2026-06-30

Filed2026-08-05

HSBC

HSBC HLDGS PLC

21.23%

Shares13.8K

Event2026-06-30

Filed2026-08-05

SSP

SCRIPPS E W CO OHIO

91.54%

Shares471.8K

Event2026-06-30

Filed2026-08-05

VANGUARD INDEX FDS

300.05%

Shares15.9K

Event2026-06-30

Filed2026-08-05

ORACLE CORP

-1.12%

Shares8.7K

Event2026-06-30

Filed2026-08-05

PEP

PEPSICO INC

-8.94%

Shares9.4K

Event2026-06-30

Filed2026-08-05

BLK

BLACKROCK INC

-8.32%

Shares1.3K

Event2026-06-30

Filed2026-08-05

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares33.9K

Event2026-06-30

Filed2026-08-05

DELL

DELL TECHNOLOGIES INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

KLAC

KLA CORP

1381.09%

Shares4.1K

Event2026-06-30

Filed2026-08-05

DHR

DANAHER CORP DEL

29.94%

Shares6.4K

Event2026-06-30

Filed2026-08-05

QUANTA SVCS INC

4.70%

Shares1.7K

Event2026-06-30

Filed2026-08-05

VOO

VANGUARD INDEX FDS

0.28%

Shares1.8K

Event2026-06-30

Filed2026-08-05

RTX CORPORATION

6.22%

Shares6.4K

Event2026-06-30

Filed2026-08-05

UBS

UBS GROUP AG

14.15%

Shares24.5K

Event2026-06-30

Filed2026-08-05

LRCX

LAM RESEARCH CORP

37.64%

Shares2.7K

Event2026-06-30

Filed2026-08-05

VWO

VANGUARD INTL EQUITY INDEX F

4.99%

Shares19.8K

Event2026-06-30

Filed2026-08-05

LIN

LINDE PLC

-4.14%

Shares2.3K

Event2026-06-30

Filed2026-08-05

VFH

VANGUARD WORLD FD

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-05

TRAVELERS COMPANIES INC

9.40%

Shares3.5K

Event2026-06-30

Filed2026-08-05

VBK

VANGUARD INDEX FDS

-0.77%

Shares3.1K

Event2026-06-30

Filed2026-08-05

GLW

CORNING INC

183.81%

Shares4.4K

Event2026-06-30

Filed2026-08-05

DUK

DUKE ENERGY CORP NEW

20.22%

Shares8.8K

Event2026-06-30

Filed2026-08-05

DGRW

WISDOMTREE TR

0.00%

Shares11.6K

Event2026-06-30

Filed2026-08-05

IWP

ISHARES TR

0.01%

Shares7.5K

Event2026-06-30

Filed2026-08-05

GENERAL DYNAMICS CORP

23.73%

Shares3.1K

Event2026-06-30

Filed2026-08-05

TJX

TJX COS INC NEW

58.84%

Shares7.1K

Event2026-06-30

Filed2026-08-05

TRANE TECHNOLOGIES PLC

23.64%

Shares2.1K

Event2026-06-30

Filed2026-08-05

VHT

VANGUARD WORLD FD

-0.75%

Shares3.4K

Event2026-06-30

Filed2026-08-05

DON

WISDOMTREE TR

1.26%

Shares18.1K

Event2026-06-30

Filed2026-08-05

NSC

NORFOLK SOUTHN CORP

25.71%

Shares3.2K

Event2026-06-30

Filed2026-08-05

GNR

SPDR INDEX SHS FDS

New

Shares14.9K

Event2026-06-30

Filed2026-08-05

XLK

SELECT SECTOR SPDR TR

-0.15%

Shares5.2K

Event2026-06-30

Filed2026-08-05

NEM

NEWMONT CORP

-2.95%

Shares10.3K

Event2026-06-30

Filed2026-08-05

VOT

VANGUARD INDEX FDS

-0.90%

Shares3.1K

Event2026-06-30

Filed2026-08-05

PHM

PULTE GROUP INC

16.79%

Shares6.8K

Event2026-06-30

Filed2026-08-05

SEAGATE TECHNOLOGY HLDNGS PL

45.21%

Shares970

Event2026-06-30

Filed2026-08-05

CSX

CSX CORP

15.88%

Shares19.6K

Event2026-06-30

Filed2026-08-05

AXP

AMERICAN EXPRESS CO

10.16%

Shares2.7K

Event2026-06-30

Filed2026-08-05

IBDV

ISHARES TR

-2.86%

Shares42.1K

Event2026-06-30

Filed2026-08-05

VRTX

VERTEX PHARMACEUTICALS INC

-0.65%

Shares1.8K

Event2026-06-30

Filed2026-08-05

CQP

CHENIERE ENERGY PARTNERS L P

0.00%

Shares14.9K

Event2026-06-30

Filed2026-08-05

ANDE

ANDERSONS INC

0.00%

Shares13.3K

Event2026-06-30

Filed2026-08-05

COF

CAPITAL ONE FINL CORP

4.83%

Shares4.4K

Event2026-06-30

Filed2026-08-05

IBMQ

ISHARES TR

0.00%

Shares34.5K

Event2026-06-30

Filed2026-08-05

VRT

VERTIV HOLDINGS CO

39.98%

Shares2.6K

Event2026-06-30

Filed2026-08-05

IWS

ISHARES TR

-3.42%

Shares5.2K

Event2026-06-30

Filed2026-08-05

UTHR

UNITED THERAPEUTICS CORP DEL

21.36%

Shares1.6K

Event2026-06-30

Filed2026-08-05

REET

ISHARES TR

1.41%

Shares30.8K

Event2026-06-30

Filed2026-08-05

VERIZON COMMUNICATIONS INC

-20.03%

Shares20.1K

Event2026-06-30

Filed2026-08-05

PGR

PROGRESSIVE CORP

14.08%

Shares3.8K

Event2026-06-30

Filed2026-08-05

GILD

GILEAD SCIENCES INC

7.78%

Shares6.5K

Event2026-06-30

Filed2026-08-05

PSX

PHILLIPS 66

1.79%

Shares4.8K

Event2026-06-30

Filed2026-08-05

GSK PLC

18.88%

Shares15.6K

Event2026-06-30

Filed2026-08-05

HYG

ISHARES TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-08-05

SHW

SHERWIN WILLIAMS CO

-23.01%

Shares2.3K

Event2026-06-30

Filed2026-08-05

MMC

MARSH & MCLENNAN COS INC

16.55%

Shares4.8K

Event2026-06-30

Filed2026-08-05

HONEYWELL INTL INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-05

HONEYWELL AEROSPACE INC

New

Shares3.5K

Event2026-06-30

Filed2026-08-05

SAP

SAP SE

4.01%

Shares5.0K

Event2026-06-30

Filed2026-08-05

HUM

HUMANA INC

22.35%

Shares1.9K

Event2026-06-30

Filed2026-08-05

CROWDSTRIKE HLDGS INC

6.46%

Shares956

Event2026-06-30

Filed2026-08-05

DIS

DISNEY WALT CO

8.57%

Shares7.6K

Event2026-06-30

Filed2026-08-05

SHV

ISHARES TR

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-05

EMR

EMERSON ELEC CO

-0.57%

Shares5.0K

Event2026-06-30

Filed2026-08-05

ALTRIA GROUP INC

29.60%

Shares9.9K

Event2026-06-30

Filed2026-08-05

TSPA

T ROWE PRICE EXCHANGE-TRADED

16.11%

Shares14.9K

Event2026-06-30

Filed2026-08-05

VLO

VALERO ENERGY CORP

26.03%

Shares2.7K

Event2026-06-30

Filed2026-08-05

VST

VISTRA CORP

17.14%

Shares4.4K

Event2026-06-30

Filed2026-08-05

SPG

SIMON PPTY GROUP INC NEW

11.33%

Shares3.1K

Event2026-06-30

Filed2026-08-05

HCA

HCA HEALTHCARE INC

13.68%

Shares1.8K

Event2026-06-30

Filed2026-08-05

UBER

UBER TECHNOLOGIES INC

-40.02%

Shares9.5K

Event2026-06-30

Filed2026-08-05

AT&T INC

-6.72%

Shares33.0K

Event2026-06-30

Filed2026-08-05

CVS

CVS HEALTH CORP

122.12%

Shares6.6K

Event2026-06-30

Filed2026-08-05

CITIGROUP INC

3.25%

Shares4.9K

Event2026-06-30

Filed2026-08-05

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares33.3K

Event2026-06-30

Filed2026-08-05

LHX

L3HARRIS TECHNOLOGIES INC

13.66%

Shares2.3K

Event2026-06-30

Filed2026-08-05

SERVICENOW INC

-39.58%

Shares6.8K

Event2026-06-30

Filed2026-08-05

FDX

FEDEX CORP

40.71%

Shares2.1K

Event2026-06-30

Filed2026-08-05

ADI

ANALOG DEVICES INC

26.23%

Shares1.7K

Event2026-06-30

Filed2026-08-05

WDAY

WORKDAY INC

35.58%

Shares5.5K

Event2026-06-30

Filed2026-08-05

QLTY

GMO ETF TRUST

0.17%

Shares16.0K

Event2026-06-30

Filed2026-08-05

AJG

GALLAGHER ARTHUR J & CO

65.27%

Shares2.9K

Event2026-06-30

Filed2026-08-05

HIG

HARTFORD INSURANCE GROUP INC

4.84%

Shares4.9K

Event2026-06-30

Filed2026-08-05

SNA

SNAP ON INC

0.95%

Shares1.6K

Event2026-06-30

Filed2026-08-05

FTNT

FORTINET INC

1.66%

Shares4.2K

Event2026-06-30

Filed2026-08-05

ISRG

INTUITIVE SURGICAL INC

3.11%

Shares1.6K

Event2026-06-30

Filed2026-08-05

BKNG

BOOKING HOLDINGS INC

1902.87%

Shares3.5K

Event2026-06-30

Filed2026-08-05

SCHW

SCHWAB CHARLES CORP

-5.79%

Shares6.7K

Event2026-06-30

Filed2026-08-05

LOW

LOWES COS INC

105.18%

Shares2.8K

Event2026-06-30

Filed2026-08-05

TPG

TPG INC

New

Shares15.0K

Event2026-06-30

Filed2026-08-05

SYK

STRYKER CORPORATION

2.42%

Shares1.9K

Event2026-06-30

Filed2026-08-05

SPDW

SPDR INDEX SHS FDS

0.04%

Shares11.9K

Event2026-06-30

Filed2026-08-05

CSQ

CALAMOS STRATEGIC TOTAL RETU

0.00%

Shares29.0K

Event2026-06-30

Filed2026-08-05

CEG

CONSTELLATION ENERGY CORP

-3.46%

Shares2.4K

Event2026-06-30

Filed2026-08-05

XLC

SELECT SECTOR SPDR TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-05

INTU

INTUIT

-0.63%

Shares2.2K

Event2026-06-30

Filed2026-08-05

DEERE & CO

25.78%

Shares888

Event2026-06-30

Filed2026-08-05

TDG

TRANSDIGM GROUP INC

-28.89%

Shares421

Event2026-06-30

Filed2026-08-05

FORD MTR CO

5.79%

Shares40.0K

Event2026-06-30

Filed2026-08-05

XTN

SPDR SERIES TRUST

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-05

NOBL

PROSHARES TR

78.54%

Shares9.8K

Event2026-06-30

Filed2026-08-05

IBDY

ISHARES TR

-6.53%

Shares21.3K

Event2026-06-30

Filed2026-08-05

UNILEVER PLC

11.37%

Shares9.1K

Event2026-06-30

Filed2026-08-05

SNPS

SYNOPSYS INC

-38.51%

Shares1.2K

Event2026-06-30

Filed2026-08-05

PNC

PNC FINL SVCS GROUP INC

33.44%

Shares2.1K

Event2026-06-30

Filed2026-08-05

CRM

SALESFORCE INC

-2.57%

Shares3.3K

Event2026-06-30

Filed2026-08-05

IYF

ISHARES TR

-1.81%

Shares4.1K

Event2026-06-30

Filed2026-08-05

PPG

PPG INDS INC

-0.54%

Shares4.3K

Event2026-06-30

Filed2026-08-05

SLB

SLB LIMITED

22.06%

Shares11.1K

Event2026-06-30

Filed2026-08-05

EQT

EQT CORP

109.21%

Shares9.6K

Event2026-06-30

Filed2026-08-05

CTAS

CINTAS CORP

13.78%

Shares3.0K

Event2026-06-30

Filed2026-08-05

FREEPORT MCMORAN INC

34.38%

Shares8.0K

Event2026-06-30

Filed2026-08-05

URI

UNITED RENTALS INC

25.43%

Shares439

Event2026-06-30

Filed2026-08-05

CDNS

CADENCE DESIGN SYSTEM INC

-0.45%

Shares1.3K

Event2026-06-30

Filed2026-08-05

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-05

LNG

CHENIERE ENERGY INC

14.21%

Shares2.0K

Event2026-06-30

Filed2026-08-05

ITUB

ITAU UNIBANCO HLDG S A

16.16%

Shares58.8K

Event2026-06-30

Filed2026-08-05

LEN

LENNAR CORP

2.49%

Shares5.3K

Event2026-06-30

Filed2026-08-05

OKE

ONEOK INC NEW

9.60%

Shares5.4K

Event2026-06-30

Filed2026-08-05

DAVE

DAVE INC

9.65%

Shares1.3K

Event2026-06-30

Filed2026-08-05

PSA

PUBLIC STORAGE

2.11%

Shares1.5K

Event2026-06-30

Filed2026-08-05

BAP

CREDICORP LTD

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

VANGUARD INTL EQUITY INDEX F

6.54%

Shares2.9K

Event2026-06-30

Filed2026-08-05

RSP

INVESCO EXCHANGE TRADED FD T

2.78%

Shares2.1K

Event2026-06-30

Filed2026-08-05

IBDW

ISHARES TR

-5.05%

Shares21.5K

Event2026-06-30

Filed2026-08-05

IBDX

ISHARES TR

-7.94%

Shares17.8K

Event2026-06-30

Filed2026-08-05

IYW

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-05

CRH

CRH PLC

18.75%

Shares4.2K

Event2026-06-30

Filed2026-08-05

XLE

SELECT SECTOR SPDR TR

-2.50%

Shares8.3K

Event2026-06-30

Filed2026-08-05

KVYO

KLAVIYO INC

0.00%

Shares29.2K

Event2026-06-30

Filed2026-08-05

ERIC

TELEFONAKTIEBOLAGET LM ERICS

8.71%

Shares39.5K

Event2026-06-30

Filed2026-08-05

RCI

ROGERS COMMUNICATIONS INC

13.13%

Shares13.5K

Event2026-06-30

Filed2026-08-05

WELL

WELLTOWER INC

-0.47%

Shares1.9K

Event2026-06-30

Filed2026-08-05

QCOM

QUALCOMM INC

-2.48%

Shares2.4K

Event2026-06-30

Filed2026-08-05

AMTM

AMENTUM HOLDINGS INC

11.51%

Shares21.1K

Event2026-06-30

Filed2026-08-05

ELV

ELEVANCE HEALTH INC FORMERLY

12.01%

Shares1.1K

Event2026-06-30

Filed2026-08-05

SHEL

SHELL PLC

-17.01%

Shares5.5K

Event2026-06-30

Filed2026-08-05

IBDU

ISHARES TR

0.00%

Shares18.4K

Event2026-06-30

Filed2026-08-05

CMCSA

COMCAST CORP NEW

-52.79%

Shares16.9K

Event2026-06-30

Filed2026-08-05

WMB

WILLIAMS COS INC

50.25%

Shares5.5K

Event2026-06-30

Filed2026-08-05

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-05

GUNR

FLEXSHARES TR

New

Shares8.1K

Event2026-06-30

Filed2026-08-05

KMI

KINDER MORGAN INC DEL

3.18%

Shares12.5K

Event2026-06-30

Filed2026-08-05

IBKR

INTERACTIVE BROKERS GROUP IN

0.29%

Shares4.6K

Event2026-06-30

Filed2026-08-05

DGX

QUEST DIAGNOSTICS INC

2.65%

Shares1.9K

Event2026-06-30

Filed2026-08-05

BLACKSTONE INC

0.74%

Shares3.3K

Event2026-06-30

Filed2026-08-05

CMI

CUMMINS INC

30.10%

Shares536

Event2026-06-30

Filed2026-08-05

WEC

WEC ENERGY GROUP INC

5.92%

Shares3.2K

Event2026-06-30

Filed2026-08-05

CSL

CARLISLE COS INC

-0.77%

Shares1.0K

Event2026-06-30

Filed2026-08-05

WDC

WESTERN DIGITAL CORP

New

Shares588

Event2026-06-30

Filed2026-08-05

CBLL

CERIBELL INC

-4.04%

Shares19.3K

Event2026-06-30

Filed2026-08-05

IJJ

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-05

ADOBE INC

-3.65%

Shares1.8K

Event2026-06-30

Filed2026-08-05

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares704

Event2026-06-30

Filed2026-08-05

ADP

AUTOMATIC DATA PROCESSING IN

8.58%

Shares1.6K

Event2026-06-30

Filed2026-08-05

MSI

MOTOROLA SOLUTIONS INC

15.42%

Shares876

Event2026-06-30

Filed2026-08-05

KROGER CO

2.96%

Shares6.5K

Event2026-06-30

Filed2026-08-05

DVN

DEVON ENERGY CORP NEW

113.82%

Shares8.7K

Event2026-06-30

Filed2026-08-05

ITW

ILLINOIS TOOL WKS INC

23.58%

Shares1.3K

Event2026-06-30

Filed2026-08-05

TFC

TRUIST FINL CORP

New

Shares7.0K

Event2026-06-30

Filed2026-08-05

MCO

MOODYS CORP

5.36%

Shares766

Event2026-06-30

Filed2026-08-05

BLFS

BIOLIFE SOLUTIONS INC

2.28%

Shares12.3K

Event2026-06-30

Filed2026-08-05

ICE

INTERCONTINENTAL EXCHANGE IN

19.77%

Shares2.8K

Event2026-06-30

Filed2026-08-05

SM ENERGY COMPANY

9.66%

Shares13.1K

Event2026-06-30

Filed2026-08-05

ORLY

OREILLY AUTOMOTIVE INC

21.23%

Shares3.7K

Event2026-06-30

Filed2026-08-05

IWO

ISHARES TR

0.00%

Shares853

Event2026-06-30

Filed2026-08-05

LAUDER ESTEE COS INC

15.77%

Shares4.2K

Event2026-06-30

Filed2026-08-05

3M CO

37.98%

Shares2.0K

Event2026-06-30

Filed2026-08-05

IGF

ISHARES TR

New

Shares4.9K

Event2026-06-30

Filed2026-08-05

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-05

NOC

NORTHROP GRUMMAN CORP

36.23%

Shares643

Event2026-06-30

Filed2026-08-05

EDWARDS LIFESCIENCES CORP

19.79%

Shares3.6K

Event2026-06-30

Filed2026-08-05

TMUS

T-MOBILE US INC

-22.08%

Shares1.9K

Event2026-06-30

Filed2026-08-05

GWW

WW GRAINGER INC

26.74%

Shares237

Event2026-06-30

Filed2026-08-05

KT CORP

New

Shares18.5K

Event2026-06-30

Filed2026-08-05

SBUX

STARBUCKS CORP

3.07%

Shares3.1K

Event2026-06-30

Filed2026-08-05

BOEING CO

27.76%

Shares1.5K

Event2026-06-30

Filed2026-08-05

REGIONS FINANCIAL CORP NEW

New

Shares10.3K

Event2026-06-30

Filed2026-08-05

ROK

ROCKWELL AUTOMATION INC

5.81%

Shares619

Event2026-06-30

Filed2026-08-05

MCK

MCKESSON CORP

0.25%

Shares405

Event2026-06-30

Filed2026-08-05

KEP

KOREA ELEC PWR CORP

11.91%

Shares24.8K

Event2026-06-30

Filed2026-08-05

SOUTHERN CO

6.12%

Shares3.1K

Event2026-06-30

Filed2026-08-05

ALCOA CORP

-8.95%

Shares5.7K

Event2026-06-30

Filed2026-08-05

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.6K

Event2026-06-30

Filed2026-08-05

HWM

HOWMET AEROSPACE INC

6.07%

Shares1.1K

Event2026-06-30

Filed2026-08-05

EME

EMCOR GROUP INC

-0.28%

Shares353

Event2026-06-30

Filed2026-08-05

MAR

MARRIOTT INTL INC NEW

New

Shares790

Event2026-06-30

Filed2026-08-05

GQRE

FLEXSHARES TR

New

Shares4.5K

Event2026-06-30

Filed2026-08-05

CAH

CARDINAL HEALTH INC

-1.61%

Shares1.2K

Event2026-06-30

Filed2026-08-05

SPYG

SPDR SERIES TRUST

-73.54%

Shares2.4K

Event2026-06-30

Filed2026-08-05

IDEXX LABS INC

15.68%

Shares546

Event2026-06-30

Filed2026-08-05

GENERAL MTRS CO

New

Shares3.7K

Event2026-06-30

Filed2026-08-05

VIG

VANGUARD SPECIALIZED FUNDS

-1.23%

Shares1.2K

Event2026-06-30

Filed2026-08-05

BSX

BOSTON SCIENTIFIC CORP

-45.56%

Shares6.6K

Event2026-06-30

Filed2026-08-05

SGOV

ISHARES TR

0.22%

Shares2.8K

Event2026-06-30

Filed2026-08-05

OWENS CORNING NEW

-9.07%

Shares1.8K

Event2026-06-30

Filed2026-08-05

XLV

SELECT SECTOR SPDR TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares5.4K

Event2026-06-30

Filed2026-08-05

PYPL

PAYPAL HLDGS INC

0.19%

Shares6.3K

Event2026-06-30

Filed2026-08-05

EQIX

EQUINIX INC

6.53%

Shares261

Event2026-06-30

Filed2026-08-05

JMUB

J P MORGAN EXCHANGE TRADED F

-5.63%

Shares5.4K

Event2026-06-30

Filed2026-08-05

VEEV

VEEVA SYS INC

11.67%

Shares1.5K

Event2026-06-30

Filed2026-08-05

IBP

INSTALLED BLDG PRODS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-05

MSCI

MSCI INC

-22.94%

Shares477

Event2026-06-30

Filed2026-08-05

VEU

VANGUARD INTL EQUITY INDEX F

-36.97%

Shares3.2K

Event2026-06-30

Filed2026-08-05

ROST

ROSS STORES INC

30.02%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VXUS

VANGUARD STAR FDS

-68.61%

Shares3.1K

Event2026-06-30

Filed2026-08-05

VCIT

VANGUARD SCOTTSDALE FDS

-37.22%

Shares3.2K

Event2026-06-30

Filed2026-08-05

APD

AIR PRODUCTS AND CHEMICALS I

10.09%

Shares895

Event2026-06-30

Filed2026-08-05

CPRT

COPART INC

3.28%

Shares9.3K

Event2026-06-30

Filed2026-08-05

CME

CME GROUP INC

14.75%

Shares1.2K

Event2026-06-30

Filed2026-08-05

CBRE

CBRE GROUP INC

12.88%

Shares1.9K

Event2026-06-30

Filed2026-08-05

BANK OF NY MELLON CORP

New

Shares1.8K

Event2026-06-30

Filed2026-08-05

ODFL

OLD DOMINION FREIGHT LINE IN

-4.53%

Shares1.2K

Event2026-06-30

Filed2026-08-05

VTIP

VANGUARD MALVERN FDS

18.11%

Shares5.1K

Event2026-06-30

Filed2026-08-05

LIVE NATION ENTERTAINMENT IN

2.06%

Shares1.4K

Event2026-06-30

Filed2026-08-05

SONY

SONY GROUP CORP

17.87%

Shares12.6K

Event2026-06-30

Filed2026-08-05

PRU

PRUDENTIAL FINL INC

1.12%

Shares2.3K

Event2026-06-30

Filed2026-08-05

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-05

XLF

SELECT SECTOR SPDR TR

-9.10%

Shares4.7K

Event2026-06-30

Filed2026-08-05

AAON

AAON INC

New

Shares2.0K

Event2026-06-30

Filed2026-08-05

ADVANCED ENERGY INDS

0.00%

Shares663

Event2026-06-30

Filed2026-08-05

COLGATE PALMOLIVE CO

-6.64%

Shares2.7K

Event2026-06-30

Filed2026-08-05

ELECTRONIC ARTS INC

11.83%

Shares1.2K

Event2026-06-30

Filed2026-08-05

FTAI

FTAI AVIATION LTD

-72.41%

Shares902

Event2026-06-30

Filed2026-08-05

FAST

FASTENAL CO

New

Shares5.1K

Event2026-06-30

Filed2026-08-05

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares963

Event2026-06-30

Filed2026-08-05

ENERGY TRANSFER L P

-10.59%

Shares12.6K

Event2026-06-30

Filed2026-08-05

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares4.2K

Event2026-06-30

Filed2026-08-05

AXON

AXON ENTERPRISE INC

-62.15%

Shares427

Event2026-06-30

Filed2026-08-05

MUB

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-05

AZO

AUTOZONE INC

21.31%

Shares74

Event2026-06-30

Filed2026-08-05

CRMD

CORMEDIX INC

9.70%

Shares30.1K

Event2026-06-30

Filed2026-08-05

XLI

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-05

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares670

Event2026-06-30

Filed2026-08-05

NFRA

FLEXSHARES TR

New

Shares3.6K

Event2026-06-30

Filed2026-08-05

TEL

TE CONNECTIVITY PLC

New

Shares1.2K

Event2026-06-30

Filed2026-08-05

DATADOG INC

New

Shares891

Event2026-06-30

Filed2026-08-05

MET

METLIFE INC

New

Shares2.7K

Event2026-06-30

Filed2026-08-05

CIEN

CIENA CORP

New

Shares472

Event2026-06-30

Filed2026-08-05

MNST

MONSTER BEVERAGE CORP NEW

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

AEO

AMERICAN EAGLE OUTFITTERS IN

-0.14%

Shares13.1K

Event2026-06-30

Filed2026-08-05

MDLZ

MONDELEZ INTL INC

New

Shares3.9K

Event2026-06-30

Filed2026-08-05

DFUV

DIMENSIONAL ETF TRUST

New

Shares4.1K

Event2026-06-30

Filed2026-08-05

DAL

DELTA AIR LINES INC

New

Shares2.4K

Event2026-06-30

Filed2026-08-05

NVS

NOVARTIS AG

New

Shares1.4K

Event2026-06-30

Filed2026-08-05

DOV

DOVER CORP

New

Shares986

Event2026-06-30

Filed2026-08-05

CFG

CITIZENS FINL GROUP INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-05

VTV

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-06-30

Filed2026-08-05

SYY

SYSCO CORP

New

Shares2.6K

Event2026-06-30

Filed2026-08-05

SPOTIFY TECHNOLOGY S A

-52.44%

Shares468

Event2026-06-30

Filed2026-08-05

AIG

AMERICAN INTL GROUP INC

New

Shares2.9K

Event2026-06-30

Filed2026-08-05

PFE

PFIZER INC

-33.35%

Shares8.8K

Event2026-06-30

Filed2026-08-05

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares10.6K

Event2026-06-30

Filed2026-08-05

OEF

ISHARES TR

New

Shares562

Event2026-06-30

Filed2026-08-05

USMV

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-05

BKR

BAKER HUGHES COMPANY

New

Shares3.7K

Event2026-06-30

Filed2026-08-05

CINF

CINCINNATI FINL CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

UPS

UNITED PARCEL SVCS INC

New

Shares1.9K

Event2026-06-30

Filed2026-08-05

PRK

PARK NATL CORP

New

Shares1.1K

Event2026-06-30

Filed2026-08-05

IGSB

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-05

EXC

EXELON CORP

New

Shares4.3K

Event2026-06-30

Filed2026-08-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available