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The Analysis of WHITTIER TRUST CO's Holdings & P&L

Currently, WHITTIER TRUST CO holds 1354 types of securities in its portfolio with a total value $10.2B. In the most recent quarter, they have increased their positions in ARM (+159.0K shares, valued at $51.3M), N/A (+156.6K shares, valued at $37.2M), N/A (+156.6K shares, valued at $36.2M); decreased their positions in APH (-368.4K shares, valued at $61.5M), TMO (-109.2K shares, valued at $56.5M), N/A (-132.9K shares, valued at $49.7M); initiated new positions in N/A (+156.6K shares, valued at $37.2M), N/A (+156.6K shares, valued at $36.2M), DOCN (+107.2K shares, valued at $14.1M).

1M P&L

-135.9M-1.76%

3M P&L

+171.2M+2.31%

HY P&L

+972.1M+14.70%

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/A1.6B

20.2%

2Semiconductors821.8M

10.7%

3Internet Content & Information631.0M

8.2%

Top Industries by Stock Count

1N/A387 stocks

31.3%

2Banks - Regional32 stocks

2.6%

3Software - Application29 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOG ALPHABET INC.1.5M shares-0.40%2026-06-302026-07-28

AAPL APPLE COMPUTER1.7M shares0.77%2026-06-302026-07-28

NVDA NVIDIA CORP2.8M shares-0.20%2026-06-302026-07-28

MSFT MICROSOFT CORP949.8K shares-2.53%2026-06-302026-07-28

AMZN AMAZON.COM1.4M shares0.05%2026-06-302026-07-28

SPDR S&P 500 SPDR S&P 500433.7K shares-1.01%2026-06-302026-07-28

ISHARES S&P 500 ISHARES S&P 500397.1K shares-1.20%2026-06-302026-07-28

BROADCOM INC BROADCOM INC706.7K shares-15.82%2026-06-302026-07-28

Sponsored

JP MORGAN CHASE JP MORGAN CHASE676.8K shares0.77%2026-06-302026-07-28

LLY LILLY ELI & CO147.6K shares-0.36%2026-06-302026-07-28

APPLIED MATERIALS APPLIED MATERIALS289.6K shares-0.26%2026-06-302026-07-28

VISA INC VISA INC451.4K shares-0.04%2026-06-302026-07-28

META PLATFORMS INC META PLATFORMS INC259.5K shares0.77%2026-06-302026-07-28

IJH I SHARES S&P MID 4001.9M shares4.20%2026-06-302026-07-28

BRK.B BERKSHIRE CLB237.9K shares-0.74%2026-06-302026-07-28

VEA VANGUARD FTSE INTL1.7M shares9.56%2026-06-302026-07-28

Sponsored

IJR ISHARES S&PSMCAP 600719.5K shares4.43%2026-06-302026-07-28

TSLA TESLA MOTORS INC243.0K shares0.45%2026-06-302026-07-28

MU MICRON TECH97.0K shares21.73%2026-06-302026-07-28

IEMG ISHARES EMERG-IEMG1.2M shares10.19%2026-06-302026-07-28

GS GOLDMAN SACHS88.8K shares-1.17%2026-06-302026-07-28

MDY MIDCAP SPDR131.4K shares-1.25%2026-06-302026-07-28

RAYTHEON TECHNOLOGIE RAYTHEON TECHNOLOGIE445.1K shares0.04%2026-06-302026-07-28

IWM ISHARES RUSL 2000298.6K shares10.10%2026-06-302026-07-28

Sponsored

TJX TJX COMPANIES588.7K shares-0.21%2026-06-302026-07-28

GOOGL ALPHABET INC242.6K shares-3.69%2026-06-302026-07-28

CLOUDFLARE INC CLOUDFLARE INC344.8K shares1.13%2026-06-302026-07-28

LRCX LAM RESEARCH CORP237.1K shares38.97%2026-06-302026-07-28

DHR DANAHER CORP395.5K shares25.58%2026-06-302026-07-28

MRK MERCK & CO592.5K shares1.20%2026-06-302026-07-28

ARM Arm Holdings PLC217.8K shares270.52%2026-06-302026-07-28

NSC NORFOLK SOUTHN215.9K shares0.33%2026-06-302026-07-28

Sponsored

VWO VANG EMERG MKT ETF1.2M shares-1.95%2026-06-302026-07-28

IWC ISHR RUSSELL MICR ID347.8K shares7.38%2026-06-302026-07-28

WMT WAL MART STORES620.4K shares0.67%2026-06-302026-07-28

URI UNITED RENTALS61.3K shares-0.45%2026-06-302026-07-28

CVX CHEVRON394.8K shares-0.45%2026-06-302026-07-28

PNC PNC FINANCIAL260.3K shares2.16%2026-06-302026-07-28

BX THE BLACKSTONE GROUP521.0K shares3.32%2026-06-302026-07-28

ABBVIE INC ABBVIE INC240.8K shares-0.63%2026-06-302026-07-28

Sponsored

ISRG INTUITIVE SURGICAL137.0K shares23.29%2026-06-302026-07-28

MPWR MONOLITHIC41.9K shares-0.26%2026-06-302026-07-28

ISHARES EAFE-IEFA ISHARES EAFE-IEFA571.1K shares7.26%2026-06-302026-07-28

LUMENTUM HOLDINGS LUMENTUM HOLDINGS76.2K shares2.94%2026-06-302026-07-28

IWN ISHARES RUSL2000 VAL240.3K shares20.49%2026-06-302026-07-28

COSTCO WHOLESALE COSTCO WHOLESALE55.9K shares-17.00%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY67 shares42.55%2026-06-302026-07-28

VLO VALERO ENERGY186.0K shares-0.20%2026-06-302026-07-28

Sponsored

CW CURTISS-WRIGHT62.9K shares2.70%2026-06-302026-07-28

VRT VERTIV HOLDINGS CO-A156.0K shares-0.19%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON186.2K shares2.75%2026-06-302026-07-28

CBRE CB RICHARD328.3K shares3.57%2026-06-302026-07-28

CAT CATERPILLAR INC45.0K shares-1.46%2026-06-302026-07-28

CROWDSTRIKE HLDGS IN CROWDSTRIKE HLDGS IN216.6K shares67.13%2026-06-302026-07-28

PM PHILIP MORRIS INTL228.9K shares-18.79%2026-06-302026-07-28

XBI SPDR BIOTECH - XBI257.8K shares0.02%2026-06-302026-07-28

Sponsored

MCK MCKESSON HBOC INC51.5K shares42.35%2026-06-302026-07-28

CASY CASEY'S GENE48.1K shares46.76%2026-06-302026-07-28

SCHW CHARLES SCHWAB383.4K shares-0.38%2026-06-302026-07-28

NETFLIX NETFLIX498.8K shares0.22%2026-06-302026-07-28

KKR KKR & CO INC - A394.3K shares1.45%2026-06-302026-07-28

ORLY O'REILLY AUTOMOTIVE448.4K shares5.24%2026-06-302026-07-28

Honeywell Aerospace Inc. Honeywell Aerospace Inc.156.6K sharesnew addition2026-06-302026-07-28

PALANTIR TECHNOLOGIE PALANTIR TECHNOLOGIE273.5K shares0.11%2026-06-302026-07-28

Sponsored

Honeywell International Inc. Honeywell International Inc.156.6K sharesnew addition2026-06-302026-07-28

MNST MONSTER BEVERAGE370.7K shares59.89%2026-06-302026-07-28

RBC RBC BEARINGS INC57.4K shares-0.27%2026-06-302026-07-28

VO VANGUARD MID - CAP429.1K shares299.28%2026-06-302026-07-28

EWBC EAST WEST BANC263.4K shares-0.29%2026-06-302026-07-28

DIS DISNEY WALT CO355.0K shares10.96%2026-06-302026-07-28

COP CONOCOPHILLIP333.1K shares0.61%2026-06-302026-07-28

IWB ISHR RUSSELL 100082.4K shares-0.11%2026-06-302026-07-28

Sponsored

S&P GLOBAL INC. S&P GLOBAL INC.74.4K shares-0.49%2026-06-302026-07-28

EQT EQT CORP COM.641.9K shares-0.23%2026-06-302026-07-28

INTC INTEL CORP261.5K shares585.05%2026-06-302026-07-28

MMC MARSH & MCLENNAN181.4K shares-2.57%2026-06-302026-07-28

ECL ECOLAB INC108.6K shares15.38%2026-06-302026-07-28

UNITED HEALTH UNITED HEALTH72.7K shares109.99%2026-06-302026-07-28

AXP AMERICAN EXPRESS84.1K shares27.09%2026-06-302026-07-28

PG PROCTER & GAMBLE191.9K shares-1.17%2026-06-302026-07-28

Sponsored

SUI SUN CMNTYS232.8K shares2.46%2026-06-302026-07-28

DATADOG INC DATADOG INC110.3K shares-2.64%2026-06-302026-07-28

VEU VGRD ALL WORLD EX-US329.7K shares-3.51%2026-06-302026-07-28

HD HOME DEPOT74.7K shares2.96%2026-06-302026-07-28

CEG CONSTELLATION ENERGY103.8K shares-0.64%2026-06-302026-07-28

TDY TELEDYNE TECH38.4K shares-0.16%2026-06-302026-07-28

COF CAPITAL ONE115.0K shares0.61%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC271.5K shares3.85%2026-06-302026-07-28

Sponsored

ODFL OLD DOMINION108.0K shares-0.15%2026-06-302026-07-28

QQQ INVESCO QQQ TRUST31.4K shares4.47%2026-06-302026-07-28

UBER UBER TECHNOLOGIES296.9K shares1.08%2026-06-302026-07-28

DE DEERE & CO33.4K shares56.46%2026-06-302026-07-28

BE BLOOM ENERGY CORP A71.4K shares0.55%2026-06-302026-07-28

IWR ISHARES RUSL MIDCAP181.0K shares-0.65%2026-06-302026-07-28

CISCO SYS INC CISCO SYS INC173.1K shares8.11%2026-06-302026-07-28

BROS DUTCH BROS INC285.7K shares27.45%2026-06-302026-07-28

Sponsored

APH AMPHENOL CORP116.2K shares-76.03%2026-06-302026-07-28

MCD MCDONALDS CORP67.2K shares2.66%2026-06-302026-07-28

IWV ISHARES RUSSELL42.7K shares30.70%2026-06-302026-07-28

IWF ISHARES RUSL1000 GRW148.1K shares434.25%2026-06-302026-07-28

EXP EAGLE MATERIAL83.6K shares-0.29%2026-06-302026-07-28

EFA ISHARES MSCI EAFE169.5K shares3.31%2026-06-302026-07-28

TRAVELERS TRAVELERS52.1K shares0.59%2026-06-302026-07-28

EXXON-MOBIL EXXON-MOBIL125.2K shares-17.96%2026-06-302026-07-28

Sponsored

KO COCA COLA CO204.7K shares0.47%2026-06-302026-07-28

MASTER CARD INC. MASTER CARD INC.31.6K shares-0.10%2026-06-302026-07-28

RDNT RADNET INC239.0K shares-1.05%2026-06-302026-07-28

ABT ABBOTT LABS171.9K shares-8.49%2026-06-302026-07-28

DINO HF SINCLAIR CORP220.4K shares-0.16%2026-06-302026-07-28

ACWX ISHARES NON-US STOCK214.7K shares-0.13%2026-06-302026-07-28

SHW SHERWIN WILLIAMS44.3K shares0.05%2026-06-302026-07-28

AMGN AMGEN INC41.9K shares5.54%2026-06-302026-07-28

Sponsored

PEP PEPSICO INC107.1K shares13.36%2026-06-302026-07-28

SSD SIMPSON MANUFACTUR77.7K shares-20.38%2026-06-302026-07-28

VIG VANGUARD DIV APP-VIG63.7K shares1.21%2026-06-302026-07-28

FIX COMFORT SYS8.5K shares0.26%2026-06-302026-07-28

ORACLE SYSTEMS ORACLE SYSTEMS104.0K shares1.25%2026-06-302026-07-28

BOOT BOOT BARN HOLDINGS92.6K shares-0.20%2026-06-302026-07-28

LOW LOWES COS65.2K shares-9.17%2026-06-302026-07-28

AEP AMERICAN ELECT POWER107.0K shares5.64%2026-06-302026-07-28

Sponsored

IHI ISHRS MEDICAL - IHI278.1K shares44041.90%2026-06-302026-07-28

TLN TALEN ENERGY CORP37.5K shares-0.20%2026-06-302026-07-28

AXON AXON ENTERPRISE INC22.8K shares-0.34%2026-06-302026-07-28

DOCN DIGITALOCEAN HOLDING107.2K sharesnew addition2026-06-302026-07-28

VB VANGUARD SMALL - CAP46.2K shares-0.39%2026-06-302026-07-28

TMO THERMO FISHER CORP26.4K shares-80.55%2026-06-302026-07-28

BRO BROWN & BROWN INC195.5K shares-0.33%2026-06-302026-07-28

H HYATT HOTELS69.1K shares-0.07%2026-06-302026-07-28

Sponsored

MLM MARTIN MARIETTA21.8K shares0.11%2026-06-302026-07-28

MDB MONGODB INC36.0K shares0.00%2026-06-302026-07-28

LPLA LPL FINANCIAL HLDGS40.2K shares-0.53%2026-06-302026-07-28

P EVERPURE INC157.4K shares-0.35%2026-06-302026-07-28

UNITY SOFTWARE INC UNITY SOFTWARE INC412.2K shares0.00%2026-06-302026-07-28

EMR EMERSON ELECTRIC83.7K shares-2.96%2026-06-302026-07-28

VV VANG LG-CAP33.9K shares-0.46%2026-06-302026-07-28

CFR CULLEN/FROST73.6K shares-0.33%2026-06-302026-07-28

Sponsored

IBM I.B.M37.9K shares4.43%2026-06-302026-07-28

HLI HOULIHAN LOKEY INC78.0K shares-0.29%2026-06-302026-07-28

PR PERMIAN RESOURCES605.0K shares-0.31%2026-06-302026-07-28

CWI SPDR MSCI ACWI X US268.3K shares-2.72%2026-06-302026-07-28

AMD ADVANC MICRO DEVICE19.9K shares-0.96%2026-06-302026-07-28

SCHA SCHWB US SCAP-SCHA313.0K shares-1.77%2026-06-302026-07-28

BLK BLACKROCK INC10.8K shares-8.48%2026-06-302026-07-28

TXN TEXAS INSTRUMENTS34.0K shares9.16%2026-06-302026-07-28

Sponsored

CELH CELSIUS HLDGS INC310.7K shares70514.09%2026-06-302026-07-28

UNP UNION PACIFIC36.1K shares6.96%2026-06-302026-07-28

CMCSA COMCAST CL A434.0K shares-0.75%2026-06-302026-07-28

GLD SPDR GOLD26.2K shares7.18%2026-06-302026-07-28

BK BONY - MELLON66.6K shares361.99%2026-06-302026-07-28

FICO FAIR ISSAC7.8K shares-0.35%2026-06-302026-07-28

MDLZ MONDELEZ INTL161.5K shares22.60%2026-06-302026-07-28

GUIDEWIRE SOFTWARE GUIDEWIRE SOFTWARE69.5K shares-0.25%2026-06-302026-07-28

Sponsored

GEHC GE HEALTHCARE TECH147.3K shares-0.91%2026-06-302026-07-28

LOB LIVE OAK BANCSHARES224.4K shares-0.70%2026-06-302026-07-28

BA BOEING CO39.7K shares-3.41%2026-06-302026-07-28

VCIT VANGUARD CORP VCIT110.9K shares-6.60%2026-06-302026-07-28

ARES MANAGEMENT CORP ARES MANAGEMENT CORP74.8K shares-0.21%2026-06-302026-07-28

IWO ISHARES RUSL2000 GRW23.3K shares0.00%2026-06-302026-07-28

DIA SPDR DJIA TRUST17.0K shares-1.52%2026-06-302026-07-28

EEM ISHARES EMERGNG MKTS132.7K shares6.14%2026-06-302026-07-28

Sponsored

OTTR OTTER TAIL CORP98.9K shares-0.11%2026-06-302026-07-28

MUSA MURPHY USA INC15.8K shares-0.18%2026-06-302026-07-28

VBR VANGUARD SMALL36.3K shares0.49%2026-06-302026-07-28

AME AMETEK36.8K shares1149.32%2026-06-302026-07-28

COIN COINBASE GLOBAL INC51.3K shares-1.47%2026-06-302026-07-28

BXP BOSTON PPTYS122.5K shares-4.28%2026-06-302026-07-28

SCHM SCHWAB MID CAP-SCHM236.4K shares-0.55%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS31.1K shares1.62%2026-06-302026-07-28

Sponsored

WFC WELLS FARGO96.7K shares-0.16%2026-06-302026-07-28

LGN Legence Corp.108.4K sharesnew addition2026-06-302026-07-28

SERVICETITAN INC CL SERVICETITAN INC CL106.8K shares-0.89%2026-06-302026-07-28

VOO VANGUARD S&P11.8K shares-1.02%2026-06-302026-07-28

EWY ISHARES S KOREA42.0K shares-11.26%2026-06-302026-07-28

VYM VANGUARD HIGH DVD47.6K shares-1.54%2026-06-302026-07-28

TOL Toll Brothers Inc.48.8K shares-0.71%2026-06-302026-07-28

IWD ISHARES RUSL1000 VAL30.1K shares-6.14%2026-06-302026-07-28

Sponsored

VANGUARD INDEX VANGUARD INDEX19.6K shares27.31%2026-06-302026-07-28

CPRT COPART INC249.0K shares-0.49%2026-06-302026-07-28

TPR TAPESTRY INC49.2K shares54.41%2026-06-302026-07-28

WST WEST PHARMACEUTICAL19.7K shares-1.30%2026-06-302026-07-28

KKR-PD KKR & CO INC PFD169.0K shares4.70%2026-06-302026-07-28

XLK SECTOR SPDR TR37.9K shares-2.23%2026-06-302026-07-28

MSGS MADISON SQUARE17.9K shares5287.99%2026-06-302026-07-28

MO ALTRIA GROUP95.5K shares0.02%2026-06-302026-07-28

Sponsored

ECG Everus Construction Group Inc.47.7K shares0.20%2026-06-302026-07-28

DFIV DIMENSIONAL INTL VA119.2K shares0.00%2026-06-302026-07-28

USIO USIO INC2.7M shares0.00%2026-06-302026-07-28

TSCO TRACTOR212.8K shares40436.95%2026-06-302026-07-28

GPC GENUINE PARTS CO48.8K shares177.33%2026-06-302026-07-28

PLNT PLANET FITNESS INC-A119.2K shares-0.52%2026-06-302026-07-28

ISHARES AGG BONDS ISHARES AGG BONDS62.7K shares0.86%2026-06-302026-07-28

CONSTELL CONSTELL46.9K shares-0.06%2026-06-302026-07-28

Sponsored

RPM RPM INTER INC53.1K shares0.41%2026-06-302026-07-28

VNQ VANGUARD REIT60.3K shares5.13%2026-06-302026-07-28

BAC BANK OF AMERICA97.2K shares0.79%2026-06-302026-07-28

PANW PALO ALTO NETWORKS15.5K shares0.43%2026-06-302026-07-28

TXT TEXTRON59.2K shares1496.74%2026-06-302026-07-28

GILD GILEAD SCIENCES42.1K shares21.47%2026-06-302026-07-28

VCSH VANG ST CORP BD-VCSH68.9K shares-6.25%2026-06-302026-07-28

MINT PIMCO ENHANCED SHORT53.2K shares-2.43%2026-06-302026-07-28

Sponsored

ELV ELEVANCE HEALTH INC12.8K shares-8.15%2026-06-302026-07-28

FREEPORT - MCMORAN FREEPORT - MCMORAN85.5K shares1363.53%2026-06-302026-07-28

CR CRANE CO23.5K shares925.66%2026-06-302026-07-28

SBUX STARBUCKS CORP50.7K shares-6.45%2026-06-302026-07-28

PLD PROLOGIS INC36.5K shares-1.15%2026-06-302026-07-28

QCOM QUALCOMM INC27.1K shares1.82%2026-06-302026-07-28

GATX GATX CORP28.3K shares2725.60%2026-06-302026-07-28

GLW CORNING INC25.7K shares41.15%2026-06-302026-07-28

Sponsored

KLAC KLA INSTRUMENTS21.5K shares802.90%2026-06-302026-07-28

GVI ISHRS INTERM GOV GVI47.0K shares-0.79%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC46.1K shares-29.87%2026-06-302026-07-28

NEM NEWM0NT MINING50.4K shares1322.13%2026-06-302026-07-28

VGSH VANGUARD ST GOV-VGSH84.4K shares1.33%2026-06-302026-07-28

MS MORGAN STANLEY DEAN21.9K shares17.78%2026-06-302026-07-28

MLI MUELLER INDS INC84.8K shares2550.31%2026-06-302026-07-28

KRMN Karman Holdings Inc.89.4K shares257.14%2026-06-302026-07-28

Sponsored

ADP AUTOMATIC DATA PROC19.9K shares-2.55%2026-06-302026-07-28

AWK AMERICAN WTR WORKS35.3K shares-4.07%2026-06-302026-07-28

WASTE MANAGEMENT NEW WASTE MANAGEMENT NEW20.4K shares40.39%2026-06-302026-07-28

NFG NATIONAL FUEL59.4K shares5099.21%2026-06-302026-07-28

IAU ISHARES GOLD TRUST57.7K shares1.36%2026-06-302026-07-28

SDY SPDR S&P DIV SDY28.4K shares-12.66%2026-06-302026-07-28

DCI DONALDSON INC48.0K shares2431.70%2026-06-302026-07-28

MELI MERCADOLIBRE INC.2.4K shares-1.62%2026-06-302026-07-28

Sponsored

LMT LOCKHEED MARTIN CORP8.1K shares22.20%2026-06-302026-07-28

EVR EVERCORE PARTNERS11.9K shares-0.69%2026-06-302026-07-28

RHP RYMAN HOSPITALITY32.8K shares994.13%2026-06-302026-07-28

DOCS DOXIMITY INC182.7K shares-0.69%2026-06-302026-07-28

EMXC ISHARES EMERG EX-CHN41.6K shares-0.95%2026-06-302026-07-28

ITT ITT INC21.5K shares1921.15%2026-06-302026-07-28

FLS FLOW SERVE54.4K shares16702.78%2026-06-302026-07-28

GE GENERAL ELECTRIC CO10.4K shares-2.38%2026-06-302026-07-28

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VRP INVESCO VARIABLE157.8K shares9.89%2026-06-302026-07-28

EFV MSCI EAFE VALUE IDX49.1K shares0.38%2026-06-302026-07-28

NOC NORTHROP7.0K shares0.10%2026-06-302026-07-28

ESGV VANGUARD ESG US STK28.6K shares0.00%2026-06-302026-07-28

HRI HERC HOLDINGS INC27.9K shares1387.17%2026-06-302026-07-28

CRM SALESFORCE.COM22.6K shares-11.24%2026-06-302026-07-28

BF.B BROWN - FORMAN145.5K shares4.73%2026-06-302026-07-28

SMMD ISHARES RUSSELL 250040.1K shares2.95%2026-06-302026-07-28

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REXR REXFORD INDUSTRIAL106.2K shares-4.28%2026-06-302026-07-28

GD GENERAL DYNAMICS9.5K shares-2.91%2026-06-302026-07-28

RBLX ROBLOX CORP -CL A62.5K shares-0.17%2026-06-302026-07-28

VZ VERIZON COMM82.8K shares23.40%2026-06-302026-07-28

STT STATE STREET19.3K shares1663.87%2026-06-302026-07-28

SPG SIMON PPTY15.0K shares43.33%2026-06-302026-07-28

DCO DUCOMMUN INC17.6K sharesnew addition2026-06-302026-07-28

FTV FORTIVE CORP50.6K shares-11.61%2026-06-302026-07-28

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ITA ISHS US AERO/DEF-ITA12.8K shares0.00%2026-06-302026-07-28

IVW ETF S&P 500 GROWTH23.2K shares-0.46%2026-06-302026-07-28

VOOG VANGUARD ADMIRAL FDS38.3K shares660.31%2026-06-302026-07-28

MAR MARRIOT INTL INC8.3K shares0.00%2026-06-302026-07-28

CL COLGATE - PALMOLIVE33.7K shares-0.27%2026-06-302026-07-28

RSG REPUBLIC SERVCS INC14.7K shares770.86%2026-06-302026-07-28

3M CO COM 3M CO COM19.7K shares4.20%2026-06-302026-07-28

PH PARKER HANNIFIN3.2K shares0.19%2026-06-302026-07-28

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SPHR MADISON SQUARE GARD20.5K shares3960.00%2026-06-302026-07-28

VGT VANGUARD INFO TECH25.5K shares699.91%2026-06-302026-07-28

IGSB ISHARE CORP BOND ETF56.3K shares0.00%2026-06-302026-07-28

BMY BRISTOL-MYERS SQUIBB51.5K shares-10.09%2026-06-302026-07-28

CMF ETF CA AMT - FREE49.9K shares-8.35%2026-06-302026-07-28

IWS ISHARES RUSL MID VAL16.9K shares-3.92%2026-06-302026-07-28

SPSB SPDR BARC STCOR SCPB93.6K shares-11.72%2026-06-302026-07-28

DELL DELL TECHNOLOGIES -C6.6K shares-0.75%2026-06-302026-07-28

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RSP INVESCO S&P 50012.2K shares-15.96%2026-06-302026-07-28

NAC NUVEEN CA MUN211.3K shares0.02%2026-06-302026-07-28

TDS TELEPHONE & DATA SYS71.9K sharesnew addition2026-06-302026-07-28

XYL XYLEM INC21.1K shares107.92%2026-06-302026-07-28

GEV GE VERNOVA INC2.1K shares-3.08%2026-06-302026-07-28

FIGR Figure Technology Solutions Inc.71.2K shares-0.78%2026-06-302026-07-28

IEX IDEX CORP10.9K shares18662.07%2026-06-302026-07-28

UMI USCF MIDSTREAM41.6K shares1319.88%2026-06-302026-07-28

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CDNS CADENCE DESIGN6.5K shares-3.59%2026-06-302026-07-28

C CITIGROUP INC16.9K shares26.40%2026-06-302026-07-28

BSV VANGUARD SH - TERM30.9K shares10.36%2026-06-302026-07-28

USMV ISHRS MSCI MIN VOL24.5K shares-2.00%2026-06-302026-07-28

GGG GRACO INC31.6K shares52.24%2026-06-302026-07-28

XLE ENERGY SELECT SECTOR45.0K shares18.89%2026-06-302026-07-28

VBK VANGUARD SMALL-CAP6.6K shares0.05%2026-06-302026-07-28

IVE ISHARES BARRA VALUE10.3K shares1.54%2026-06-302026-07-28

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AJG GALLAGHER9.4K shares-5.76%2026-06-302026-07-28

EOG EOG RESOURCES INC18.1K shares-1.27%2026-06-302026-07-28

CME CME GROUP INC.9.9K shares-7.34%2026-06-302026-07-28

TMUS T-MOBILE US INC12.5K shares73.04%2026-06-302026-07-28

BKNG BOOKING HOLDINGS INC12.4K shares310.60%2026-06-302026-07-28

MSI MOTOROLA SOLUTIONS5.2K shares-10.22%2026-06-302026-07-28

PFE PFIZER INC93.3K shares-22.06%2026-06-302026-07-28

NUSC NUSHARES ESG SM CAP42.8K shares0.00%2026-06-302026-07-28

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PCAR PACCAR INC17.5K shares1.16%2026-06-302026-07-28

CARR CARRIER GLOBAL CORP31.4K shares-2.98%2026-06-302026-07-28

FLIN FRANKLIN FTSE INDIA60.8K shares-25.75%2026-06-302026-07-28

FCNCA FIRST CITIZENS BCSHS1.0K shares-15.55%2026-06-302026-07-28

VUG VANGUARD GROWTH24.9K shares499.98%2026-06-302026-07-28

ATO ATMOS ENERGY12.3K shares-6.56%2026-06-302026-07-28

CHD CHURCH & DWIGHT21.6K shares586.17%2026-06-302026-07-28

GTX GARRETT MOTION INC61.9K shares28981.22%2026-06-302026-07-28

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CORTEVA INC CORTEVA INC23.0K shares0.76%2026-06-302026-07-28

COR CENCORA INC6.7K shares-0.58%2026-06-302026-07-28

VXUS VANGUARD INTL-VXUS22.9K shares29.95%2026-06-302026-07-28

KMI KINDER MORGAN / DELA61.8K shares-5.34%2026-06-302026-07-28

IJK ISHARES MIDCAP GROWT16.5K shares-11.39%2026-06-302026-07-28

IJT ISHARES SMCAP GROWT10.8K shares9.40%2026-06-302026-07-28

CI CIGNA CORP6.7K shares2.46%2026-06-302026-07-28

VTHR VANGRD RUS 3000-VTHR5.7K shares0.00%2026-06-302026-07-28

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WLDN WILLDAN GROUP INC23.7K shares0.00%2026-06-302026-07-28

SPDR PORTFOLIO S&P SPDR PORTFOLIO S&P21.1K shares-3.43%2026-06-302026-07-28

INTU INTUIT6.8K shares0.22%2026-06-302026-07-28

AMT AMER TOWER11.4K shares-3.05%2026-06-302026-07-28

TGT TARGET CORP14.7K shares1.44%2026-06-302026-07-28

PGR PROGRESSIVE CORP7.9K shares-20.33%2026-06-302026-07-28

IWP ISHARES RUSL MID GRW12.6K shares22.90%2026-06-302026-07-28

IQV IQVIA HOLDINGS INC8.8K shares-12.45%2026-06-302026-07-28

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QUANTA SVCS QUANTA SVCS2.7K shares-8.29%2026-06-302026-07-28

MPC MARATHON PETE CORP6.7K shares-7.47%2026-06-302026-07-28

BSX BOSTON SCIENTIFIC39.3K shares-88.02%2026-06-302026-07-28

XLY CONSUMER DISCRETION14.8K shares-3.90%2026-06-302026-07-28

VOE VANGUARD MCAP V VOE8.4K shares0.85%2026-06-302026-07-28

SLV ISHARES SILVER29.7K shares2.11%2026-06-302026-07-28

IJJ ISHARES S&P MID VAL11.1K shares-9.47%2026-06-302026-07-28

XLC COMM SERV SELECT SEC14.8K shares-3.05%2026-06-302026-07-28

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STIP ISHS 0-5 TIPS - STIP16.0K shares-13.40%2026-06-302026-07-28

ABNB AIRBNB INC-CLASS A10.9K shares-7.52%2026-06-302026-07-28

NKE NIKE37.3K shares-12.13%2026-06-302026-07-28

LEN.B LENNAR CL B18.7K shares1728.92%2026-06-302026-07-28

HOOD ROBINHOOD MARKETS13.6K shares-0.26%2026-06-302026-07-28

DSI ISHR MSCI SOCIAL DSI10.9K shares-1.23%2026-06-302026-07-28

ARES CAPITAL ARES CAPITAL83.3K shares-0.12%2026-06-302026-07-28

IGIB ETF INTERMED CREDIT28.8K shares0.00%2026-06-302026-07-28

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DVY ISHARES DJ SLCT DIVD9.6K shares-5.60%2026-06-302026-07-28

APD AIR PRODUCTS4.9K shares-0.55%2026-06-302026-07-28

XLV SPDR HEALTH CARE SEL9.2K shares2.44%2026-06-302026-07-28

CTAS CINTAS CORP8.4K shares42.74%2026-06-302026-07-28

NUMG NUSHARES ESG MIDCAP31.3K shares-0.37%2026-06-302026-07-28

CSX CSX CORP30.3K shares0.61%2026-06-302026-07-28

XLF ETF FINANCIAL25.9K shares0.00%2026-06-302026-07-28

SGOV iShares Trust14.5K shares1.22%2026-06-302026-07-28

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WFC-PL WELLS FARGO CO 7.51.2K shares35.23%2026-06-302026-07-28

GBAB GUGGENHEIM TAXABLE100.5K shares0.00%2026-06-302026-07-28

NGL NGL ENERGY PARTNERS94.5K shares-31.77%2026-06-302026-07-28

PAYX PAYCHEX INC13.4K shares-32.01%2026-06-302026-07-28

CMG CHIPOTLE MEXICAN40.7K shares-33.71%2026-06-302026-07-28

VFVA VANGUARD U.S. VALUE9.1K shares0.36%2026-06-302026-07-28

CMI CUMMINS ENGINE2.0K shares-6.74%2026-06-302026-07-28

VOT VANGUARD MID-CAP4.5K shares0.00%2026-06-302026-07-28

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TPL TEXAS PACIFIC LAND3.3K shares0.00%2026-06-302026-07-28

AFL AFLAC11.0K shares-3.86%2026-06-302026-07-28

ADI ANALOG DEVICES INC3.4K shares28.78%2026-06-302026-07-28

SRE SEMPRA CORP14.1K shares-1.15%2026-06-302026-07-28

SYK STRYKER CORP4.0K shares-1.76%2026-06-302026-07-28

UPS UNITED PARCEL11.7K shares-8.22%2026-06-302026-07-28

VDE ETF VANGUARD EGY VDE8.6K shares-0.31%2026-06-302026-07-28

T AT&T INC61.9K shares-3.04%2026-06-302026-07-28

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ADOBE SYSTEMS ADOBE SYSTEMS5.8K shares-1.03%2026-06-302026-07-28

SPHQ INVESCO S&P 500 QLTY14.2K shares0.00%2026-06-302026-07-28

NUDM NUVEEN ESG INTL DEV30.8K shares0.00%2026-06-302026-07-28

WSC WILLSCOT MOBILE MINI46.9K shares0.00%2026-06-302026-07-28

FDX FEDEX CORP4.0K shares-2.72%2026-06-302026-07-28

ROL ROLLINS INC28.4K shares379.57%2026-06-302026-07-28

ROK ROCKWELL INTL2.5K shares0.73%2026-06-302026-07-28

ABERDEEN STD GOLD ABERDEEN STD GOLD30.1K shares-0.76%2026-06-302026-07-28

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JNK SPDR BBG BARC HIGH12.4K shares0.00%2026-06-302026-07-28

DVA DAVITA HEALTHCARE5.0K shares0.00%2026-06-302026-07-28

SCHE SCHWB EMKT ETY-SCHE32.3K shares21.43%2026-06-302026-07-28

ADM ARCHER - DANIELS MID15.1K shares424.97%2026-06-302026-07-28

DGS WISDOMTREE EM - DGS17.5K shares-16.08%2026-06-302026-07-28

GIS GENERAL MILLS31.2K shares373.30%2026-06-302026-07-28

ACWI ISHARES ACWI7.0K shares-2.45%2026-06-302026-07-28

SOLS Solstice Advanced Materials Inc.16.1K shares-10.65%2026-06-302026-07-28

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VXF VANG EXT MKT - VXF4.5K shares0.00%2026-06-302026-07-28

LNG CHENIERE ENERGY INC4.4K shares-4.83%2026-06-302026-07-28

KEYS KEYSIGHT TECH3.4K shares84.62%2026-06-302026-07-28

OKE ONEOK INC12.2K shares-0.47%2026-06-302026-07-28

PSA PUBLIC STORAGE3.3K shares0.00%2026-06-302026-07-28

WMB WILLIAMS14.6K shares5.23%2026-06-302026-07-28

XJH ISHARES ESG SCREEN20.3K shares0.00%2026-06-302026-07-28

ESGD ISHS TRST MSCI ESGD10.0K shares30.10%2026-06-302026-07-28

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VGIT VANGUARD INTERMEDIAT17.4K shares0.00%2026-06-302026-07-28

SPHY SPDR PORTFOLIO HIGH43.9K shares-0.23%2026-06-302026-07-28

MET METLIFE11.3K shares0.00%2026-06-302026-07-28

WAB WABTEC CORP3.8K shares0.08%2026-06-302026-07-28

XLI SPDR INDUSTRIAL IDX5.3K shares-2.00%2026-06-302026-07-28

ESGU ISHS USA ESG-ESGU5.9K shares162.43%2026-06-302026-07-28

SHV ISHS SHRT TSY BD-SHV8.9K shares0.00%2026-06-302026-07-28

BR BROADRIDGE FINL6.7K shares-4.46%2026-06-302026-07-28

Sponsored

NOBL PROSHS S&P500 - NOBL17.0K shares91.02%2026-06-302026-07-28

BLD TOPBUILD CORP2.7K shares-94.00%2026-06-302026-07-28

VGK VGRD EUROPE ETF10.7K shares0.00%2026-06-302026-07-28

SYF SYNCHRONY FINANCIAL12.3K shares27.45%2026-06-302026-07-28

NVR NVR INC COM142 shares27.93%2026-06-302026-07-28

SCZ ISHARES EAFE SC SCZ11.2K shares0.00%2026-06-302026-07-28

KMB KIMBERLY CLARK8.4K shares-5.19%2026-06-302026-07-28

TDG TRANSDIGM GROUP705 shares0.00%2026-06-302026-07-28

Sponsored

LEN LENNAR CORP10.8K shares64.26%2026-06-302026-07-28

USB US BANCORP15.0K shares-0.21%2026-06-302026-07-28

PFFA VIRTUS INFRACAP US44.9K shares5.58%2026-06-302026-07-28

NUEM NUVEEN ESG EMERG MKT22.2K shares0.00%2026-06-302026-07-28

HLT HILTON WORLDWIDE2.7K shares17.21%2026-06-302026-07-28

MCO MOODYS CORP1.9K shares-0.53%2026-06-302026-07-28

STARWOOD PROPERTY STARWOOD PROPERTY55.5K shares83.94%2026-06-302026-07-28

CNO CNO FINANCIAL GROUP17.5K shares0.00%2026-06-302026-07-28

Sponsored

ICSH ISH ULTRA SHORT-ICSH18.3K shares0.00%2026-06-302026-07-28

MUB ETF NATL MUNIS8.5K shares-24.11%2026-06-302026-07-28

VHT VANGUARD HC ETF3.0K shares0.00%2026-06-302026-07-28

CVS CVS CORP8.8K shares5.17%2026-06-302026-07-28

IEI ISHRS 3-7 TREAS-IEI7.7K shares-3.00%2026-06-302026-07-28

TYL TYLER TECHNOLOGIES2.8K shares0.21%2026-06-302026-07-28

IUSG ISHARES RUSL3000 GRW4.8K shares0.00%2026-06-302026-07-28

HYG ISHARES HI YLD CORP11.3K shares1.54%2026-06-302026-07-28

Sponsored

ZOETIS INC ZOETIS INC11.8K shares16.77%2026-06-302026-07-28

IBB ISHARE BIOTECH4.6K shares-3.67%2026-06-302026-07-28

ESGE ISHS MSCI EM ESG OPT16.5K shares1.56%2026-06-302026-07-28

EEMV ISH EM MIN VOL EEMV11.8K shares0.63%2026-06-302026-07-28

ITOT ISHS S&P TOT-ITOT5.3K shares0.00%2026-06-302026-07-28

VANECK VCTR GOLD-GDX VANECK VCTR GOLD-GDX11.1K shares-0.45%2026-06-302026-07-28

SPTS SPDR PORT SHRT TRM29.7K shares1.53%2026-06-302026-07-28

BDX BECTON DICKINSON5.5K shares0.04%2026-06-302026-07-28

Sponsored

DUK DUKE ENERGY CORP6.7K shares-2.67%2026-06-302026-07-28

IUSV ISHARES RUSL3000 VAL7.5K shares0.00%2026-06-302026-07-28

ANET ARISTA NETWORKS INC4.8K shares1.33%2026-06-302026-07-28

SPLV POWERSHARES S&P 50010.8K shares-5.26%2026-06-302026-07-28

FITB FIFTH THIRD BANCORP14.2K shares0.68%2026-06-302026-07-28

PPG PPG IND INC6.5K shares-2.78%2026-06-302026-07-28

MC MOELIS & CO CLASS A10.9K sharesnew addition2026-06-302026-07-28

VICI VICI PROPERTIES INC29.3K shares1346.71%2026-06-302026-07-28

Sponsored

VRTX VERTEX PHAR1.5K shares-20.11%2026-06-302026-07-28

SNOWFLAKE INC SNOWFLAKE INC2.9K shares-95.63%2026-06-302026-07-28

SPDW SPDR PORTFOLIO14.9K shares0.00%2026-06-302026-07-28

EQIX EQUINIX INC756 shares0.00%2026-06-302026-07-28

HCA HCA HOLDINGS INC1.8K shares0.11%2026-06-302026-07-28

MTRN BRUSH ENGINEERED2.8K shares0.07%2026-06-302026-07-28

APOLLO GLOBAL MGMT APOLLO GLOBAL MGMT6.1K shares-2.64%2026-06-302026-07-28

LAMR LAMAR ADVERTISIN A4.7K shares5747.50%2026-06-302026-07-28

Sponsored

PFF ISHR S&P U.S PFD STK23.9K shares-1.06%2026-06-302026-07-28

RAL RALLIANT CORP10.6K shares-10.03%2026-06-302026-07-28

VRIG INVESCO VARIABLE29.1K shares0.00%2026-06-302026-07-28

AMERICAN HOMES 4 REN AMERICAN HOMES 4 REN21.4K shares-15.10%2026-06-302026-07-28

VSS VANGUARD FTWE - VSS4.5K shares0.00%2026-06-302026-07-28

HPE HEWLETT PACKARD ENTE16.4K shares4.18%2026-06-302026-07-28

COO COOPER COS INC/THE9.6K shares56.97%2026-06-302026-07-28

IOO ISHR S&P GLBL 1005.0K shares0.00%2026-06-302026-07-28

Sponsored

PSX PHILLIPS 663.9K shares0.26%2026-06-302026-07-28

INDA ISHS MSCI INDIA-INDA13.7K shares0.00%2026-06-302026-07-28

PCOR PROCORE TECHNOLOGIES15.5K shares0.00%2026-06-302026-07-28

VRSK VERISK ANALYTICS INC3.6K shares-6.54%2026-06-302026-07-28

GUNR FLEXSHARES GBL-GUNR13.4K shares0.00%2026-06-302026-07-28

UDR UDR INC16.1K shares1265.93%2026-06-302026-07-28

FPE FIRST TRUST PREF SEC36.2K shares160.24%2026-06-302026-07-28

ACUITY BRANDS ACUITY BRANDS1.8K shares0.00%2026-06-302026-07-28

Sponsored

IDEXX IDEXX1.1K shares-24.92%2026-06-302026-07-28

VAW VANGUARD MAT'S VAW2.7K shares0.04%2026-06-302026-07-28

BKR BAKER HUGHES A GE CO11.9K shares21.24%2026-06-302026-07-28

HGER Harbor ETF Trust20.9K shares25.33%2026-06-302026-07-28

OTIS OTIS WORLDWIDE CORP8.6K shares-8.98%2026-06-302026-07-28

ETR ENTERGY CORP5.5K shares0.00%2026-06-302026-07-28

DG DOLLAR GENERAL5.4K shares-95.46%2026-06-302026-07-28

MTN Vail Resorts Inc.4.4K sharesnew addition2026-06-302026-07-28

Sponsored

KMPR KEMPER CORP DEL21.5K shares0.00%2026-06-302026-07-28

EW EDWARDS LIFE SC6.5K shares-0.39%2026-06-302026-07-28

NFRA FLEXSHARES STOXX9.5K shares0.00%2026-06-302026-07-28

SYY SYSCO CORP7.2K shares-3.92%2026-06-302026-07-28

XLRE REAL ESTATE SELECT13.6K shares0.00%2026-06-302026-07-28

VTR VENTAS INC6.5K shares0.12%2026-06-302026-07-28

AGILENT TECHNOLOGY AGILENT TECHNOLOGY4.4K shares-3.41%2026-06-302026-07-28

GEM GOLDMAN SACHS11.1K shares0.00%2026-06-302026-07-28

Sponsored

MTB M & T BANK2.4K shares18.47%2026-06-302026-07-28

GLIBK GCI LIBERTY INC-CL C25.1K shares-4.43%2026-06-302026-07-28

YUM YUM BRANDS3.4K shares-1.89%2026-06-302026-07-28

DRI DARDEN RESTAURANTS2.8K shares-1.57%2026-06-302026-07-28

EBAY EBAY INC4.9K shares13.20%2026-06-302026-07-28

SIVR ABERDEEN STANDARD9.4K shares329.68%2026-06-302026-07-28

WELL WELLTOWER INC2.4K shares-4.11%2026-06-302026-07-28

SPDR UTILITIES INDEX SPDR UTILITIES INDEX12.0K shares206.93%2026-06-302026-07-28

Sponsored

CAH CARDINAL HEALTH INC2.3K shares4.86%2026-06-302026-07-28

CPER UNITED STATES COPPER14.0K shares0.00%2026-06-302026-07-28

ET ENERGY TRANSFER26.8K shares0.00%2026-06-302026-07-28

SPIB SPDR BCAP INTER-ITR15.4K shares-0.49%2026-06-302026-07-28

IBIT ISHARES BITCOIN TR14.2K shares0.00%2026-06-302026-07-28

HIG HARTFORD FINL3.7K shares0.14%2026-06-302026-07-28

ELS EQUITY LIFESTYLE7.8K shares103.05%2026-06-302026-07-28

INVH INVITATION HOMES INC16.8K shares-52.09%2026-06-302026-07-28

Sponsored

MGM MGM MIRAGE10.8K shares0.00%2026-06-302026-07-28

SIRI SIRIUS XM HOLDINGS16.3K shares0.35%2026-06-302026-07-28

EA ELECTRONIC ARTS2.4K shares1.77%2026-06-302026-07-28

DHI D.R. HORTON3.2K shares0.09%2026-06-302026-07-28

JAAA JANUS HENDERSON AAA9.7K shares50.41%2026-06-302026-07-28

EPD ENTERPRISE13.1K shares0.00%2026-06-302026-07-28

IJS ISHARES SMCAP VALUE3.5K shares0.00%2026-06-302026-07-28

OLLI OLLIE'S BARGAIN6.8K shares-94.73%2026-06-302026-07-28

Sponsored

WDC WEST DIG CORP816 shares-12.82%2026-06-302026-07-28

IYJ ISHS DOW INDUST IYJ2.8K shares0.00%2026-06-302026-07-28

AZO AUTOZONE159 shares0.00%2026-06-302026-07-28

OUNZ VAN ECK MERK GOLD11.7K shares-2.45%2026-06-302026-07-28

VLTO VERALTO CORP5.0K shares0.60%2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY1.9K shares-6.62%2026-06-302026-07-28

DLR DIGITAL REALTY2.6K shares-35.39%2026-06-302026-07-28

DFUV DIMENSIONAL US8.2K shares0.00%2026-06-302026-07-28

Sponsored

HII HUNTINGTON INGALLS1.5K shares0.00%2026-06-302026-07-28

VONG VANGUARD RUSSELL 1K3.6K shares0.00%2026-06-302026-07-28

Q Qnity Electronics Inc.3.0K shares3.46%2026-06-302026-07-28

PPA INVESCO AEROSPACE2.4K shares257.35%2026-06-302026-07-28

GOOG

ALPHABET INC.

-0.40%

Shares1.5M

Event2026-06-30

Filed2026-07-28

AAPL

APPLE COMPUTER

0.77%

Shares1.7M

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORP

-0.20%

Shares2.8M

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-2.53%

Shares949.8K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON.COM

0.05%

Shares1.4M

Event2026-06-30

Filed2026-07-28

SPDR S&P 500

-1.01%

Shares433.7K

Event2026-06-30

Filed2026-07-28

ISHARES S&P 500

-1.20%

Shares397.1K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-15.82%

Shares706.7K

Event2026-06-30

Filed2026-07-28

JP MORGAN CHASE

0.77%

Shares676.8K

Event2026-06-30

Filed2026-07-28

LLY

LILLY ELI & CO

-0.36%

Shares147.6K

Event2026-06-30

Filed2026-07-28

APPLIED MATERIALS

-0.26%

Shares289.6K

Event2026-06-30

Filed2026-07-28

VISA INC

-0.04%

Shares451.4K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

0.77%

Shares259.5K

Event2026-06-30

Filed2026-07-28

IJH

I SHARES S&P MID 400

4.20%

Shares1.9M

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE CLB

-0.74%

Shares237.9K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD FTSE INTL

9.56%

Shares1.7M

Event2026-06-30

Filed2026-07-28

IJR

ISHARES S&PSMCAP 600

4.43%

Shares719.5K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA MOTORS INC

0.45%

Shares243.0K

Event2026-06-30

Filed2026-07-28

MICRON TECH

21.73%

Shares97.0K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES EMERG-IEMG

10.19%

Shares1.2M

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS

-1.17%

Shares88.8K

Event2026-06-30

Filed2026-07-28

MDY

MIDCAP SPDR

-1.25%

Shares131.4K

Event2026-06-30

Filed2026-07-28

RAYTHEON TECHNOLOGIE

0.04%

Shares445.1K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES RUSL 2000

10.10%

Shares298.6K

Event2026-06-30

Filed2026-07-28

TJX

TJX COMPANIES

-0.21%

Shares588.7K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

-3.69%

Shares242.6K

Event2026-06-30

Filed2026-07-28

CLOUDFLARE INC

1.13%

Shares344.8K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

38.97%

Shares237.1K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP

25.58%

Shares395.5K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO

1.20%

Shares592.5K

Event2026-06-30

Filed2026-07-28

ARM

Arm Holdings PLC

270.52%

Shares217.8K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN

0.33%

Shares215.9K

Event2026-06-30

Filed2026-07-28

VWO

VANG EMERG MKT ETF

-1.95%

Shares1.2M

Event2026-06-30

Filed2026-07-28

IWC

ISHR RUSSELL MICR ID

7.38%

Shares347.8K

Event2026-06-30

Filed2026-07-28

WMT

WAL MART STORES

0.67%

Shares620.4K

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS

-0.45%

Shares61.3K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON

-0.45%

Shares394.8K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINANCIAL

2.16%

Shares260.3K

Event2026-06-30

Filed2026-07-28

THE BLACKSTONE GROUP

3.32%

Shares521.0K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

-0.63%

Shares240.8K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL

23.29%

Shares137.0K

Event2026-06-30

Filed2026-07-28

MPWR

MONOLITHIC

-0.26%

Shares41.9K

Event2026-06-30

Filed2026-07-28

ISHARES EAFE-IEFA

7.26%

Shares571.1K

Event2026-06-30

Filed2026-07-28

LUMENTUM HOLDINGS

2.94%

Shares76.2K

Event2026-06-30

Filed2026-07-28

IWN

ISHARES RUSL2000 VAL

20.49%

Shares240.3K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE

-17.00%

Shares55.9K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY

42.55%

Shares67

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY

-0.20%

Shares186.0K

Event2026-06-30

Filed2026-07-28

CURTISS-WRIGHT

2.70%

Shares62.9K

Event2026-06-30

Filed2026-07-28

VRT

VERTIV HOLDINGS CO-A

-0.19%

Shares156.0K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

2.75%

Shares186.2K

Event2026-06-30

Filed2026-07-28

CBRE

CB RICHARD

3.57%

Shares328.3K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

-1.46%

Shares45.0K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS IN

67.13%

Shares216.6K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL

-18.79%

Shares228.9K

Event2026-06-30

Filed2026-07-28

XBI

SPDR BIOTECH - XBI

0.02%

Shares257.8K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON HBOC INC

42.35%

Shares51.5K

Event2026-06-30

Filed2026-07-28

CASY

CASEY'S GENE

46.76%

Shares48.1K

Event2026-06-30

Filed2026-07-28

SCHW

CHARLES SCHWAB

-0.38%

Shares383.4K

Event2026-06-30

Filed2026-07-28

NETFLIX

0.22%

Shares498.8K

Event2026-06-30

Filed2026-07-28

KKR

KKR & CO INC - A

1.45%

Shares394.3K

Event2026-06-30

Filed2026-07-28

ORLY

O'REILLY AUTOMOTIVE

5.24%

Shares448.4K

Event2026-06-30

Filed2026-07-28

Honeywell Aerospace Inc.

New

Shares156.6K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIE

0.11%

Shares273.5K

Event2026-06-30

Filed2026-07-28

Honeywell International Inc.

New

Shares156.6K

Event2026-06-30

Filed2026-07-28

MNST

MONSTER BEVERAGE

59.89%

Shares370.7K

Event2026-06-30

Filed2026-07-28

RBC

RBC BEARINGS INC

-0.27%

Shares57.4K

Event2026-06-30

Filed2026-07-28

VANGUARD MID - CAP

299.28%

Shares429.1K

Event2026-06-30

Filed2026-07-28

EWBC

EAST WEST BANC

-0.29%

Shares263.4K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

10.96%

Shares355.0K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIP

0.61%

Shares333.1K

Event2026-06-30

Filed2026-07-28

IWB

ISHR RUSSELL 1000

-0.11%

Shares82.4K

Event2026-06-30

Filed2026-07-28

S&P GLOBAL INC.

-0.49%

Shares74.4K

Event2026-06-30

Filed2026-07-28

EQT

EQT CORP COM.

-0.23%

Shares641.9K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

585.05%

Shares261.5K

Event2026-06-30

Filed2026-07-28

MMC

MARSH & MCLENNAN

-2.57%

Shares181.4K

Event2026-06-30

Filed2026-07-28

ECL

ECOLAB INC

15.38%

Shares108.6K

Event2026-06-30

Filed2026-07-28

UNITED HEALTH

109.99%

Shares72.7K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS

27.09%

Shares84.1K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE

-1.17%

Shares191.9K

Event2026-06-30

Filed2026-07-28

SUI

SUN CMNTYS

2.46%

Shares232.8K

Event2026-06-30

Filed2026-07-28

DATADOG INC

-2.64%

Shares110.3K

Event2026-06-30

Filed2026-07-28

VEU

VGRD ALL WORLD EX-US

-3.51%

Shares329.7K

Event2026-06-30

Filed2026-07-28

HOME DEPOT

2.96%

Shares74.7K

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY

-0.64%

Shares103.8K

Event2026-06-30

Filed2026-07-28

TDY

TELEDYNE TECH

-0.16%

Shares38.4K

Event2026-06-30

Filed2026-07-28

COF

CAPITAL ONE

0.61%

Shares115.0K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

3.85%

Shares271.5K

Event2026-06-30

Filed2026-07-28

ODFL

OLD DOMINION

-0.15%

Shares108.0K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TRUST

4.47%

Shares31.4K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES

1.08%

Shares296.9K

Event2026-06-30

Filed2026-07-28

DEERE & CO

56.46%

Shares33.4K

Event2026-06-30

Filed2026-07-28

BLOOM ENERGY CORP A

0.55%

Shares71.4K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES RUSL MIDCAP

-0.65%

Shares181.0K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

8.11%

Shares173.1K

Event2026-06-30

Filed2026-07-28

BROS

DUTCH BROS INC

27.45%

Shares285.7K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

-76.03%

Shares116.2K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

2.66%

Shares67.2K

Event2026-06-30

Filed2026-07-28

IWV

ISHARES RUSSELL

30.70%

Shares42.7K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES RUSL1000 GRW

434.25%

Shares148.1K

Event2026-06-30

Filed2026-07-28

EXP

EAGLE MATERIAL

-0.29%

Shares83.6K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES MSCI EAFE

3.31%

Shares169.5K

Event2026-06-30

Filed2026-07-28

TRAVELERS

0.59%

Shares52.1K

Event2026-06-30

Filed2026-07-28

EXXON-MOBIL

-17.96%

Shares125.2K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

0.47%

Shares204.7K

Event2026-06-30

Filed2026-07-28

MASTER CARD INC.

-0.10%

Shares31.6K

Event2026-06-30

Filed2026-07-28

RDNT

RADNET INC

-1.05%

Shares239.0K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABS

-8.49%

Shares171.9K

Event2026-06-30

Filed2026-07-28

DINO

HF SINCLAIR CORP

-0.16%

Shares220.4K

Event2026-06-30

Filed2026-07-28

ACWX

ISHARES NON-US STOCK

-0.13%

Shares214.7K

Event2026-06-30

Filed2026-07-28

SHW

SHERWIN WILLIAMS

0.05%

Shares44.3K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

5.54%

Shares41.9K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

13.36%

Shares107.1K

Event2026-06-30

Filed2026-07-28

SSD

SIMPSON MANUFACTUR

-20.38%

Shares77.7K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD DIV APP-VIG

1.21%

Shares63.7K

Event2026-06-30

Filed2026-07-28

FIX

COMFORT SYS

0.26%

Shares8.5K

Event2026-06-30

Filed2026-07-28

ORACLE SYSTEMS

1.25%

Shares104.0K

Event2026-06-30

Filed2026-07-28

BOOT

BOOT BARN HOLDINGS

-0.20%

Shares92.6K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS

-9.17%

Shares65.2K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELECT POWER

5.64%

Shares107.0K

Event2026-06-30

Filed2026-07-28

IHI

ISHRS MEDICAL - IHI

44041.90%

Shares278.1K

Event2026-06-30

Filed2026-07-28

TLN

TALEN ENERGY CORP

-0.20%

Shares37.5K

Event2026-06-30

Filed2026-07-28

AXON

AXON ENTERPRISE INC

-0.34%

Shares22.8K

Event2026-06-30

Filed2026-07-28

DOCN

DIGITALOCEAN HOLDING

New

Shares107.2K

Event2026-06-30

Filed2026-07-28

VANGUARD SMALL - CAP

-0.39%

Shares46.2K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER CORP

-80.55%

Shares26.4K

Event2026-06-30

Filed2026-07-28

BRO

BROWN & BROWN INC

-0.33%

Shares195.5K

Event2026-06-30

Filed2026-07-28

HYATT HOTELS

-0.07%

Shares69.1K

Event2026-06-30

Filed2026-07-28

MLM

MARTIN MARIETTA

0.11%

Shares21.8K

Event2026-06-30

Filed2026-07-28

MDB

MONGODB INC

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-28

LPLA

LPL FINANCIAL HLDGS

-0.53%

Shares40.2K

Event2026-06-30

Filed2026-07-28

EVERPURE INC

-0.35%

Shares157.4K

Event2026-06-30

Filed2026-07-28

UNITY SOFTWARE INC

0.00%

Shares412.2K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELECTRIC

-2.96%

Shares83.7K

Event2026-06-30

Filed2026-07-28

VANG LG-CAP

-0.46%

Shares33.9K

Event2026-06-30

Filed2026-07-28

CFR

CULLEN/FROST

-0.33%

Shares73.6K

Event2026-06-30

Filed2026-07-28

IBM

I.B.M

4.43%

Shares37.9K

Event2026-06-30

Filed2026-07-28

HLI

HOULIHAN LOKEY INC

-0.29%

Shares78.0K

Event2026-06-30

Filed2026-07-28

PERMIAN RESOURCES

-0.31%

Shares605.0K

Event2026-06-30

Filed2026-07-28

CWI

SPDR MSCI ACWI X US

-2.72%

Shares268.3K

Event2026-06-30

Filed2026-07-28

AMD

ADVANC MICRO DEVICE

-0.96%

Shares19.9K

Event2026-06-30

Filed2026-07-28

SCHA

SCHWB US SCAP-SCHA

-1.77%

Shares313.0K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

-8.48%

Shares10.8K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRUMENTS

9.16%

Shares34.0K

Event2026-06-30

Filed2026-07-28

CELH

CELSIUS HLDGS INC

70514.09%

Shares310.7K

Event2026-06-30

Filed2026-07-28

UNP

UNION PACIFIC

6.96%

Shares36.1K

Event2026-06-30

Filed2026-07-28

CMCSA

COMCAST CL A

-0.75%

Shares434.0K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD

7.18%

Shares26.2K

Event2026-06-30

Filed2026-07-28

BONY - MELLON

361.99%

Shares66.6K

Event2026-06-30

Filed2026-07-28

FICO

FAIR ISSAC

-0.35%

Shares7.8K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL

22.60%

Shares161.5K

Event2026-06-30

Filed2026-07-28

GUIDEWIRE SOFTWARE

-0.25%

Shares69.5K

Event2026-06-30

Filed2026-07-28

GEHC

GE HEALTHCARE TECH

-0.91%

Shares147.3K

Event2026-06-30

Filed2026-07-28

LOB

LIVE OAK BANCSHARES

-0.70%

Shares224.4K

Event2026-06-30

Filed2026-07-28

BOEING CO

-3.41%

Shares39.7K

Event2026-06-30

Filed2026-07-28

VCIT

VANGUARD CORP VCIT

-6.60%

Shares110.9K

Event2026-06-30

Filed2026-07-28

ARES MANAGEMENT CORP

-0.21%

Shares74.8K

Event2026-06-30

Filed2026-07-28

IWO

ISHARES RUSL2000 GRW

0.00%

Shares23.3K

Event2026-06-30

Filed2026-07-28

DIA

SPDR DJIA TRUST

-1.52%

Shares17.0K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES EMERGNG MKTS

6.14%

Shares132.7K

Event2026-06-30

Filed2026-07-28

OTTR

OTTER TAIL CORP

-0.11%

Shares98.9K

Event2026-06-30

Filed2026-07-28

MUSA

MURPHY USA INC

-0.18%

Shares15.8K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD SMALL

0.49%

Shares36.3K

Event2026-06-30

Filed2026-07-28

AME

AMETEK

1149.32%

Shares36.8K

Event2026-06-30

Filed2026-07-28

COIN

COINBASE GLOBAL INC

-1.47%

Shares51.3K

Event2026-06-30

Filed2026-07-28

BXP

BOSTON PPTYS

-4.28%

Shares122.5K

Event2026-06-30

Filed2026-07-28

SCHM

SCHWAB MID CAP-SCHM

-0.55%

Shares236.4K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS

1.62%

Shares31.1K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO

-0.16%

Shares96.7K

Event2026-06-30

Filed2026-07-28

LGN

Legence Corp.

New

Shares108.4K

Event2026-06-30

Filed2026-07-28

SERVICETITAN INC CL

-0.89%

Shares106.8K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD S&P

-1.02%

Shares11.8K

Event2026-06-30

Filed2026-07-28

EWY

ISHARES S KOREA

-11.26%

Shares42.0K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD HIGH DVD

-1.54%

Shares47.6K

Event2026-06-30

Filed2026-07-28

TOL

Toll Brothers Inc.

-0.71%

Shares48.8K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES RUSL1000 VAL

-6.14%

Shares30.1K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX

27.31%

Shares19.6K

Event2026-06-30

Filed2026-07-28

CPRT

COPART INC

-0.49%

Shares249.0K

Event2026-06-30

Filed2026-07-28

TPR

TAPESTRY INC

54.41%

Shares49.2K

Event2026-06-30

Filed2026-07-28

WST

WEST PHARMACEUTICAL

-1.30%

Shares19.7K

Event2026-06-30

Filed2026-07-28

KKR-PD

KKR & CO INC PFD

4.70%

Shares169.0K

Event2026-06-30

Filed2026-07-28

XLK

SECTOR SPDR TR

-2.23%

Shares37.9K

Event2026-06-30

Filed2026-07-28

MSGS

MADISON SQUARE

5287.99%

Shares17.9K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP

0.02%

Shares95.5K

Event2026-06-30

Filed2026-07-28

ECG

Everus Construction Group Inc.

0.20%

Shares47.7K

Event2026-06-30

Filed2026-07-28

DFIV

DIMENSIONAL INTL VA

0.00%

Shares119.2K

Event2026-06-30

Filed2026-07-28

USIO

USIO INC

0.00%

Shares2.7M

Event2026-06-30

Filed2026-07-28

TSCO

TRACTOR

40436.95%

Shares212.8K

Event2026-06-30

Filed2026-07-28

GPC

GENUINE PARTS CO

177.33%

Shares48.8K

Event2026-06-30

Filed2026-07-28

PLNT

PLANET FITNESS INC-A

-0.52%

Shares119.2K

Event2026-06-30

Filed2026-07-28

ISHARES AGG BONDS

0.86%

Shares62.7K

Event2026-06-30

Filed2026-07-28

CONSTELL

-0.06%

Shares46.9K

Event2026-06-30

Filed2026-07-28

RPM

RPM INTER INC

0.41%

Shares53.1K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD REIT

5.13%

Shares60.3K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMERICA

0.79%

Shares97.2K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS

0.43%

Shares15.5K

Event2026-06-30

Filed2026-07-28

TXT

TEXTRON

1496.74%

Shares59.2K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES

21.47%

Shares42.1K

Event2026-06-30

Filed2026-07-28

VCSH

VANG ST CORP BD-VCSH

-6.25%

Shares68.9K

Event2026-06-30

Filed2026-07-28

MINT

PIMCO ENHANCED SHORT

-2.43%

Shares53.2K

Event2026-06-30

Filed2026-07-28

ELV

ELEVANCE HEALTH INC

-8.15%

Shares12.8K

Event2026-06-30

Filed2026-07-28

FREEPORT - MCMORAN

1363.53%

Shares85.5K

Event2026-06-30

Filed2026-07-28

CRANE CO

925.66%

Shares23.5K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-6.45%

Shares50.7K

Event2026-06-30

Filed2026-07-28

PLD

PROLOGIS INC

-1.15%

Shares36.5K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

1.82%

Shares27.1K

Event2026-06-30

Filed2026-07-28

GATX

GATX CORP

2725.60%

Shares28.3K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

41.15%

Shares25.7K

Event2026-06-30

Filed2026-07-28

KLAC

KLA INSTRUMENTS

802.90%

Shares21.5K

Event2026-06-30

Filed2026-07-28

GVI

ISHRS INTERM GOV GVI

-0.79%

Shares47.0K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

-29.87%

Shares46.1K

Event2026-06-30

Filed2026-07-28

NEM

NEWM0NT MINING

1322.13%

Shares50.4K

Event2026-06-30

Filed2026-07-28

VGSH

VANGUARD ST GOV-VGSH

1.33%

Shares84.4K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY DEAN

17.78%

Shares21.9K

Event2026-06-30

Filed2026-07-28

MLI

MUELLER INDS INC

2550.31%

Shares84.8K

Event2026-06-30

Filed2026-07-28

KRMN

Karman Holdings Inc.

257.14%

Shares89.4K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROC

-2.55%

Shares19.9K

Event2026-06-30

Filed2026-07-28

AWK

AMERICAN WTR WORKS

-4.07%

Shares35.3K

Event2026-06-30

Filed2026-07-28

WASTE MANAGEMENT NEW

40.39%

Shares20.4K

Event2026-06-30

Filed2026-07-28

NFG

NATIONAL FUEL

5099.21%

Shares59.4K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TRUST

1.36%

Shares57.7K

Event2026-06-30

Filed2026-07-28

SDY

SPDR S&P DIV SDY

-12.66%

Shares28.4K

Event2026-06-30

Filed2026-07-28

DCI

DONALDSON INC

2431.70%

Shares48.0K

Event2026-06-30

Filed2026-07-28

MELI

MERCADOLIBRE INC.

-1.62%

Shares2.4K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

22.20%

Shares8.1K

Event2026-06-30

Filed2026-07-28

EVR

EVERCORE PARTNERS

-0.69%

Shares11.9K

Event2026-06-30

Filed2026-07-28

RHP

RYMAN HOSPITALITY

994.13%

Shares32.8K

Event2026-06-30

Filed2026-07-28

DOCS

DOXIMITY INC

-0.69%

Shares182.7K

Event2026-06-30

Filed2026-07-28

EMXC

ISHARES EMERG EX-CHN

-0.95%

Shares41.6K

Event2026-06-30

Filed2026-07-28

ITT

ITT INC

1921.15%

Shares21.5K

Event2026-06-30

Filed2026-07-28

FLS

FLOW SERVE

16702.78%

Shares54.4K

Event2026-06-30

Filed2026-07-28

GENERAL ELECTRIC CO

-2.38%

Shares10.4K

Event2026-06-30

Filed2026-07-28

VRP

INVESCO VARIABLE

9.89%

Shares157.8K

Event2026-06-30

Filed2026-07-28

EFV

MSCI EAFE VALUE IDX

0.38%

Shares49.1K

Event2026-06-30

Filed2026-07-28

NOC

NORTHROP

0.10%

Shares7.0K

Event2026-06-30

Filed2026-07-28

ESGV

VANGUARD ESG US STK

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-28

HRI

HERC HOLDINGS INC

1387.17%

Shares27.9K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE.COM

-11.24%

Shares22.6K

Event2026-06-30

Filed2026-07-28

BF.B

BROWN - FORMAN

4.73%

Shares145.5K

Event2026-06-30

Filed2026-07-28

SMMD

ISHARES RUSSELL 2500

2.95%

Shares40.1K

Event2026-06-30

Filed2026-07-28

REXR

REXFORD INDUSTRIAL

-4.28%

Shares106.2K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS

-2.91%

Shares9.5K

Event2026-06-30

Filed2026-07-28

RBLX

ROBLOX CORP -CL A

-0.17%

Shares62.5K

Event2026-06-30

Filed2026-07-28

VERIZON COMM

23.40%

Shares82.8K

Event2026-06-30

Filed2026-07-28

STT

STATE STREET

1663.87%

Shares19.3K

Event2026-06-30

Filed2026-07-28

SPG

SIMON PPTY

43.33%

Shares15.0K

Event2026-06-30

Filed2026-07-28

DCO

DUCOMMUN INC

New

Shares17.6K

Event2026-06-30

Filed2026-07-28

FTV

FORTIVE CORP

-11.61%

Shares50.6K

Event2026-06-30

Filed2026-07-28

ITA

ISHS US AERO/DEF-ITA

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-28

IVW

ETF S&P 500 GROWTH

-0.46%

Shares23.2K

Event2026-06-30

Filed2026-07-28

VOOG

VANGUARD ADMIRAL FDS

660.31%

Shares38.3K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOT INTL INC

0.00%

Shares8.3K

Event2026-06-30

Filed2026-07-28

COLGATE - PALMOLIVE

-0.27%

Shares33.7K

Event2026-06-30

Filed2026-07-28

RSG

REPUBLIC SERVCS INC

770.86%

Shares14.7K

Event2026-06-30

Filed2026-07-28

3M CO COM

4.20%

Shares19.7K

Event2026-06-30

Filed2026-07-28

PARKER HANNIFIN

0.19%

Shares3.2K

Event2026-06-30

Filed2026-07-28

SPHR

MADISON SQUARE GARD

3960.00%

Shares20.5K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD INFO TECH

699.91%

Shares25.5K

Event2026-06-30

Filed2026-07-28

IGSB

ISHARE CORP BOND ETF

0.00%

Shares56.3K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB

-10.09%

Shares51.5K

Event2026-06-30

Filed2026-07-28

CMF

ETF CA AMT - FREE

-8.35%

Shares49.9K

Event2026-06-30

Filed2026-07-28

IWS

ISHARES RUSL MID VAL

-3.92%

Shares16.9K

Event2026-06-30

Filed2026-07-28

SPSB

SPDR BARC STCOR SCPB

-11.72%

Shares93.6K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES -C

-0.75%

Shares6.6K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO S&P 500

-15.96%

Shares12.2K

Event2026-06-30

Filed2026-07-28

NAC

NUVEEN CA MUN

0.02%

Shares211.3K

Event2026-06-30

Filed2026-07-28

TDS

TELEPHONE & DATA SYS

New

Shares71.9K

Event2026-06-30

Filed2026-07-28

XYL

XYLEM INC

107.92%

Shares21.1K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

-3.08%

Shares2.1K

Event2026-06-30

Filed2026-07-28

FIGR

Figure Technology Solutions Inc.

-0.78%

Shares71.2K

Event2026-06-30

Filed2026-07-28

IEX

IDEX CORP

18662.07%

Shares10.9K

Event2026-06-30

Filed2026-07-28

UMI

USCF MIDSTREAM

1319.88%

Shares41.6K

Event2026-06-30

Filed2026-07-28

CDNS

CADENCE DESIGN

-3.59%

Shares6.5K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

26.40%

Shares16.9K

Event2026-06-30

Filed2026-07-28

BSV

VANGUARD SH - TERM

10.36%

Shares30.9K

Event2026-06-30

Filed2026-07-28

USMV

ISHRS MSCI MIN VOL

-2.00%

Shares24.5K

Event2026-06-30

Filed2026-07-28

GGG

GRACO INC

52.24%

Shares31.6K

Event2026-06-30

Filed2026-07-28

XLE

ENERGY SELECT SECTOR

18.89%

Shares45.0K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD SMALL-CAP

0.05%

Shares6.6K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES BARRA VALUE

1.54%

Shares10.3K

Event2026-06-30

Filed2026-07-28

AJG

GALLAGHER

-5.76%

Shares9.4K

Event2026-06-30

Filed2026-07-28

EOG

EOG RESOURCES INC

-1.27%

Shares18.1K

Event2026-06-30

Filed2026-07-28

CME

CME GROUP INC.

-7.34%

Shares9.9K

Event2026-06-30

Filed2026-07-28

TMUS

T-MOBILE US INC

73.04%

Shares12.5K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

310.60%

Shares12.4K

Event2026-06-30

Filed2026-07-28

MSI

MOTOROLA SOLUTIONS

-10.22%

Shares5.2K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

-22.06%

Shares93.3K

Event2026-06-30

Filed2026-07-28

NUSC

NUSHARES ESG SM CAP

0.00%

Shares42.8K

Event2026-06-30

Filed2026-07-28

PCAR

PACCAR INC

1.16%

Shares17.5K

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORP

-2.98%

Shares31.4K

Event2026-06-30

Filed2026-07-28

FLIN

FRANKLIN FTSE INDIA

-25.75%

Shares60.8K

Event2026-06-30

Filed2026-07-28

FCNCA

FIRST CITIZENS BCSHS

-15.55%

Shares1.0K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD GROWTH

499.98%

Shares24.9K

Event2026-06-30

Filed2026-07-28

ATO

ATMOS ENERGY

-6.56%

Shares12.3K

Event2026-06-30

Filed2026-07-28

CHD

CHURCH & DWIGHT

586.17%

Shares21.6K

Event2026-06-30

Filed2026-07-28

GTX

GARRETT MOTION INC

28981.22%

Shares61.9K

Event2026-06-30

Filed2026-07-28

CORTEVA INC

0.76%

Shares23.0K

Event2026-06-30

Filed2026-07-28

COR

CENCORA INC

-0.58%

Shares6.7K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD INTL-VXUS

29.95%

Shares22.9K

Event2026-06-30

Filed2026-07-28

KMI

KINDER MORGAN / DELA

-5.34%

Shares61.8K

Event2026-06-30

Filed2026-07-28

IJK

ISHARES MIDCAP GROWT

-11.39%

Shares16.5K

Event2026-06-30

Filed2026-07-28

IJT

ISHARES SMCAP GROWT

9.40%

Shares10.8K

Event2026-06-30

Filed2026-07-28

CIGNA CORP

2.46%

Shares6.7K

Event2026-06-30

Filed2026-07-28

VTHR

VANGRD RUS 3000-VTHR

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-28

WLDN

WILLDAN GROUP INC

0.00%

Shares23.7K

Event2026-06-30

Filed2026-07-28

SPDR PORTFOLIO S&P

-3.43%

Shares21.1K

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

0.22%

Shares6.8K

Event2026-06-30

Filed2026-07-28

AMT

AMER TOWER

-3.05%

Shares11.4K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

1.44%

Shares14.7K

Event2026-06-30

Filed2026-07-28

PGR

PROGRESSIVE CORP

-20.33%

Shares7.9K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES RUSL MID GRW

22.90%

Shares12.6K

Event2026-06-30

Filed2026-07-28

IQV

IQVIA HOLDINGS INC

-12.45%

Shares8.8K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS

-8.29%

Shares2.7K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

-7.47%

Shares6.7K

Event2026-06-30

Filed2026-07-28

BSX

BOSTON SCIENTIFIC

-88.02%

Shares39.3K

Event2026-06-30

Filed2026-07-28

XLY

CONSUMER DISCRETION

-3.90%

Shares14.8K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD MCAP V VOE

0.85%

Shares8.4K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER

2.11%

Shares29.7K

Event2026-06-30

Filed2026-07-28

IJJ

ISHARES S&P MID VAL

-9.47%

Shares11.1K

Event2026-06-30

Filed2026-07-28

XLC

COMM SERV SELECT SEC

-3.05%

Shares14.8K

Event2026-06-30

Filed2026-07-28

STIP

ISHS 0-5 TIPS - STIP

-13.40%

Shares16.0K

Event2026-06-30

Filed2026-07-28

ABNB

AIRBNB INC-CLASS A

-7.52%

Shares10.9K

Event2026-06-30

Filed2026-07-28

NKE

NIKE

-12.13%

Shares37.3K

Event2026-06-30

Filed2026-07-28

LEN.B

LENNAR CL B

1728.92%

Shares18.7K

Event2026-06-30

Filed2026-07-28

HOOD

ROBINHOOD MARKETS

-0.26%

Shares13.6K

Event2026-06-30

Filed2026-07-28

DSI

ISHR MSCI SOCIAL DSI

-1.23%

Shares10.9K

Event2026-06-30

Filed2026-07-28

ARES CAPITAL

-0.12%

Shares83.3K

Event2026-06-30

Filed2026-07-28

IGIB

ETF INTERMED CREDIT

0.00%

Shares28.8K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES DJ SLCT DIVD

-5.60%

Shares9.6K

Event2026-06-30

Filed2026-07-28

APD

AIR PRODUCTS

-0.55%

Shares4.9K

Event2026-06-30

Filed2026-07-28

XLV

SPDR HEALTH CARE SEL

2.44%

Shares9.2K

Event2026-06-30

Filed2026-07-28

CTAS

CINTAS CORP

42.74%

Shares8.4K

Event2026-06-30

Filed2026-07-28

NUMG

NUSHARES ESG MIDCAP

-0.37%

Shares31.3K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

0.61%

Shares30.3K

Event2026-06-30

Filed2026-07-28

XLF

ETF FINANCIAL

0.00%

Shares25.9K

Event2026-06-30

Filed2026-07-28

SGOV

iShares Trust

1.22%

Shares14.5K

Event2026-06-30

Filed2026-07-28

WFC-PL

WELLS FARGO CO 7.5

35.23%

Shares1.2K

Event2026-06-30

Filed2026-07-28

GBAB

GUGGENHEIM TAXABLE

0.00%

Shares100.5K

Event2026-06-30

Filed2026-07-28

NGL

NGL ENERGY PARTNERS

-31.77%

Shares94.5K

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

-32.01%

Shares13.4K

Event2026-06-30

Filed2026-07-28

CMG

CHIPOTLE MEXICAN

-33.71%

Shares40.7K

Event2026-06-30

Filed2026-07-28

VFVA

VANGUARD U.S. VALUE

0.36%

Shares9.1K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS ENGINE

-6.74%

Shares2.0K

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD MID-CAP

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

TPL

TEXAS PACIFIC LAND

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC

-3.86%

Shares11.0K

Event2026-06-30

Filed2026-07-28

ADI

ANALOG DEVICES INC

28.78%

Shares3.4K

Event2026-06-30

Filed2026-07-28

SRE

SEMPRA CORP

-1.15%

Shares14.1K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORP

-1.76%

Shares4.0K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL

-8.22%

Shares11.7K

Event2026-06-30

Filed2026-07-28

VDE

ETF VANGUARD EGY VDE

-0.31%

Shares8.6K

Event2026-06-30

Filed2026-07-28

AT&T INC

-3.04%

Shares61.9K

Event2026-06-30

Filed2026-07-28

ADOBE SYSTEMS

-1.03%

Shares5.8K

Event2026-06-30

Filed2026-07-28

SPHQ

INVESCO S&P 500 QLTY

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-28

NUDM

NUVEEN ESG INTL DEV

0.00%

Shares30.8K

Event2026-06-30

Filed2026-07-28

WSC

WILLSCOT MOBILE MINI

0.00%

Shares46.9K

Event2026-06-30

Filed2026-07-28

FDX

FEDEX CORP

-2.72%

Shares4.0K

Event2026-06-30

Filed2026-07-28

ROL

ROLLINS INC

379.57%

Shares28.4K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL INTL

0.73%

Shares2.5K

Event2026-06-30

Filed2026-07-28

ABERDEEN STD GOLD

-0.76%

Shares30.1K

Event2026-06-30

Filed2026-07-28

JNK

SPDR BBG BARC HIGH

0.00%

Shares12.4K

Event2026-06-30

Filed2026-07-28

DVA

DAVITA HEALTHCARE

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWB EMKT ETY-SCHE

21.43%

Shares32.3K

Event2026-06-30

Filed2026-07-28

ADM

ARCHER - DANIELS MID

424.97%

Shares15.1K

Event2026-06-30

Filed2026-07-28

DGS

WISDOMTREE EM - DGS

-16.08%

Shares17.5K

Event2026-06-30

Filed2026-07-28

GIS

GENERAL MILLS

373.30%

Shares31.2K

Event2026-06-30

Filed2026-07-28

ACWI

ISHARES ACWI

-2.45%

Shares7.0K

Event2026-06-30

Filed2026-07-28

SOLS

Solstice Advanced Materials Inc.

-10.65%

Shares16.1K

Event2026-06-30

Filed2026-07-28

VXF

VANG EXT MKT - VXF

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

LNG

CHENIERE ENERGY INC

-4.83%

Shares4.4K

Event2026-06-30

Filed2026-07-28

KEYS

KEYSIGHT TECH

84.62%

Shares3.4K

Event2026-06-30

Filed2026-07-28

OKE

ONEOK INC

-0.47%

Shares12.2K

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS

5.23%

Shares14.6K

Event2026-06-30

Filed2026-07-28

XJH

ISHARES ESG SCREEN

0.00%

Shares20.3K

Event2026-06-30

Filed2026-07-28

ESGD

ISHS TRST MSCI ESGD

30.10%

Shares10.0K

Event2026-06-30

Filed2026-07-28

VGIT

VANGUARD INTERMEDIAT

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-28

SPHY

SPDR PORTFOLIO HIGH

-0.23%

Shares43.9K

Event2026-06-30

Filed2026-07-28

MET

METLIFE

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-28

WAB

WABTEC CORP

0.08%

Shares3.8K

Event2026-06-30

Filed2026-07-28

XLI

SPDR INDUSTRIAL IDX

-2.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

ESGU

ISHS USA ESG-ESGU

162.43%

Shares5.9K

Event2026-06-30

Filed2026-07-28

SHV

ISHS SHRT TSY BD-SHV

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-28

BROADRIDGE FINL

-4.46%

Shares6.7K

Event2026-06-30

Filed2026-07-28

NOBL

PROSHS S&P500 - NOBL

91.02%

Shares17.0K

Event2026-06-30

Filed2026-07-28

BLD

TOPBUILD CORP

-94.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

VGK

VGRD EUROPE ETF

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-28

SYF

SYNCHRONY FINANCIAL

27.45%

Shares12.3K

Event2026-06-30

Filed2026-07-28

NVR

NVR INC COM

27.93%

Shares142

Event2026-06-30

Filed2026-07-28

SCZ

ISHARES EAFE SC SCZ

0.00%

Shares11.2K

Event2026-06-30

Filed2026-07-28

KMB

KIMBERLY CLARK

-5.19%

Shares8.4K

Event2026-06-30

Filed2026-07-28

TDG

TRANSDIGM GROUP

0.00%

Shares705

Event2026-06-30

Filed2026-07-28

LEN

LENNAR CORP

64.26%

Shares10.8K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

-0.21%

Shares15.0K

Event2026-06-30

Filed2026-07-28

PFFA

VIRTUS INFRACAP US

5.58%

Shares44.9K

Event2026-06-30

Filed2026-07-28

NUEM

NUVEEN ESG EMERG MKT

0.00%

Shares22.2K

Event2026-06-30

Filed2026-07-28

HLT

HILTON WORLDWIDE

17.21%

Shares2.7K

Event2026-06-30

Filed2026-07-28

MCO

MOODYS CORP

-0.53%

Shares1.9K

Event2026-06-30

Filed2026-07-28

STARWOOD PROPERTY

83.94%

Shares55.5K

Event2026-06-30

Filed2026-07-28

CNO

CNO FINANCIAL GROUP

0.00%

Shares17.5K

Event2026-06-30

Filed2026-07-28

ICSH

ISH ULTRA SHORT-ICSH

0.00%

Shares18.3K

Event2026-06-30

Filed2026-07-28

MUB

ETF NATL MUNIS

-24.11%

Shares8.5K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD HC ETF

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-28

CVS

CVS CORP

5.17%

Shares8.8K

Event2026-06-30

Filed2026-07-28

IEI

ISHRS 3-7 TREAS-IEI

-3.00%

Shares7.7K

Event2026-06-30

Filed2026-07-28

TYL

TYLER TECHNOLOGIES

0.21%

Shares2.8K

Event2026-06-30

Filed2026-07-28

IUSG

ISHARES RUSL3000 GRW

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-28

HYG

ISHARES HI YLD CORP

1.54%

Shares11.3K

Event2026-06-30

Filed2026-07-28

ZOETIS INC

16.77%

Shares11.8K

Event2026-06-30

Filed2026-07-28

IBB

ISHARE BIOTECH

-3.67%

Shares4.6K

Event2026-06-30

Filed2026-07-28

ESGE

ISHS MSCI EM ESG OPT

1.56%

Shares16.5K

Event2026-06-30

Filed2026-07-28

EEMV

ISH EM MIN VOL EEMV

0.63%

Shares11.8K

Event2026-06-30

Filed2026-07-28

ITOT

ISHS S&P TOT-ITOT

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-28

VANECK VCTR GOLD-GDX

-0.45%

Shares11.1K

Event2026-06-30

Filed2026-07-28

SPTS

SPDR PORT SHRT TRM

1.53%

Shares29.7K

Event2026-06-30

Filed2026-07-28

BDX

BECTON DICKINSON

0.04%

Shares5.5K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP

-2.67%

Shares6.7K

Event2026-06-30

Filed2026-07-28

IUSV

ISHARES RUSL3000 VAL

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

1.33%

Shares4.8K

Event2026-06-30

Filed2026-07-28

SPLV

POWERSHARES S&P 500

-5.26%

Shares10.8K

Event2026-06-30

Filed2026-07-28

FITB

FIFTH THIRD BANCORP

0.68%

Shares14.2K

Event2026-06-30

Filed2026-07-28

PPG

PPG IND INC

-2.78%

Shares6.5K

Event2026-06-30

Filed2026-07-28

MOELIS & CO CLASS A

New

Shares10.9K

Event2026-06-30

Filed2026-07-28

VICI

VICI PROPERTIES INC

1346.71%

Shares29.3K

Event2026-06-30

Filed2026-07-28

VRTX

VERTEX PHAR

-20.11%

Shares1.5K

Event2026-06-30

Filed2026-07-28

SNOWFLAKE INC

-95.63%

Shares2.9K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR PORTFOLIO

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-28

EQIX

EQUINIX INC

0.00%

Shares756

Event2026-06-30

Filed2026-07-28

HCA

HCA HOLDINGS INC

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-28

MTRN

BRUSH ENGINEERED

0.07%

Shares2.8K

Event2026-06-30

Filed2026-07-28

APOLLO GLOBAL MGMT

-2.64%

Shares6.1K

Event2026-06-30

Filed2026-07-28

LAMR

LAMAR ADVERTISIN A

5747.50%

Shares4.7K

Event2026-06-30

Filed2026-07-28

PFF

ISHR S&P U.S PFD STK

-1.06%

Shares23.9K

Event2026-06-30

Filed2026-07-28

RAL

RALLIANT CORP

-10.03%

Shares10.6K

Event2026-06-30

Filed2026-07-28

VRIG

INVESCO VARIABLE

0.00%

Shares29.1K

Event2026-06-30

Filed2026-07-28

AMERICAN HOMES 4 REN

-15.10%

Shares21.4K

Event2026-06-30

Filed2026-07-28

VSS

VANGUARD FTWE - VSS

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-28

HPE

HEWLETT PACKARD ENTE

4.18%

Shares16.4K

Event2026-06-30

Filed2026-07-28

COO

COOPER COS INC/THE

56.97%

Shares9.6K

Event2026-06-30

Filed2026-07-28

IOO

ISHR S&P GLBL 100

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66

0.26%

Shares3.9K

Event2026-06-30

Filed2026-07-28

INDA

ISHS MSCI INDIA-INDA

0.00%

Shares13.7K

Event2026-06-30

Filed2026-07-28

PCOR

PROCORE TECHNOLOGIES

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-28

VRSK

VERISK ANALYTICS INC

-6.54%

Shares3.6K

Event2026-06-30

Filed2026-07-28

GUNR

FLEXSHARES GBL-GUNR

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-28

UDR

UDR INC

1265.93%

Shares16.1K

Event2026-06-30

Filed2026-07-28

FPE

FIRST TRUST PREF SEC

160.24%

Shares36.2K

Event2026-06-30

Filed2026-07-28

ACUITY BRANDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

IDEXX

-24.92%

Shares1.1K

Event2026-06-30

Filed2026-07-28

VAW

VANGUARD MAT'S VAW

0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-28

BKR

BAKER HUGHES A GE CO

21.24%

Shares11.9K

Event2026-06-30

Filed2026-07-28

HGER

Harbor ETF Trust

25.33%

Shares20.9K

Event2026-06-30

Filed2026-07-28

OTIS

OTIS WORLDWIDE CORP

-8.98%

Shares8.6K

Event2026-06-30

Filed2026-07-28

ETR

ENTERGY CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-28

DOLLAR GENERAL

-95.46%

Shares5.4K

Event2026-06-30

Filed2026-07-28

MTN

Vail Resorts Inc.

New

Shares4.4K

Event2026-06-30

Filed2026-07-28

KMPR

KEMPER CORP DEL

0.00%

Shares21.5K

Event2026-06-30

Filed2026-07-28

EDWARDS LIFE SC

-0.39%

Shares6.5K

Event2026-06-30

Filed2026-07-28

NFRA

FLEXSHARES STOXX

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-28

SYY

SYSCO CORP

-3.92%

Shares7.2K

Event2026-06-30

Filed2026-07-28

XLRE

REAL ESTATE SELECT

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-28

VTR

VENTAS INC

0.12%

Shares6.5K

Event2026-06-30

Filed2026-07-28

AGILENT TECHNOLOGY

-3.41%

Shares4.4K

Event2026-06-30

Filed2026-07-28

GEM

GOLDMAN SACHS

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-28

MTB

M & T BANK

18.47%

Shares2.4K

Event2026-06-30

Filed2026-07-28

GLIBK

GCI LIBERTY INC-CL C

-4.43%

Shares25.1K

Event2026-06-30

Filed2026-07-28

YUM

YUM BRANDS

-1.89%

Shares3.4K

Event2026-06-30

Filed2026-07-28

DRI

DARDEN RESTAURANTS

-1.57%

Shares2.8K

Event2026-06-30

Filed2026-07-28

EBAY

EBAY INC

13.20%

Shares4.9K

Event2026-06-30

Filed2026-07-28

SIVR

ABERDEEN STANDARD

329.68%

Shares9.4K

Event2026-06-30

Filed2026-07-28

WELL

WELLTOWER INC

-4.11%

Shares2.4K

Event2026-06-30

Filed2026-07-28

SPDR UTILITIES INDEX

206.93%

Shares12.0K

Event2026-06-30

Filed2026-07-28

CAH

CARDINAL HEALTH INC

4.86%

Shares2.3K

Event2026-06-30

Filed2026-07-28

CPER

UNITED STATES COPPER

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER

0.00%

Shares26.8K

Event2026-06-30

Filed2026-07-28

SPIB

SPDR BCAP INTER-ITR

-0.49%

Shares15.4K

Event2026-06-30

Filed2026-07-28

IBIT

ISHARES BITCOIN TR

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-28

HIG

HARTFORD FINL

0.14%

Shares3.7K

Event2026-06-30

Filed2026-07-28

ELS

EQUITY LIFESTYLE

103.05%

Shares7.8K

Event2026-06-30

Filed2026-07-28

INVH

INVITATION HOMES INC

-52.09%

Shares16.8K

Event2026-06-30

Filed2026-07-28

MGM

MGM MIRAGE

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-28

SIRI

SIRIUS XM HOLDINGS

0.35%

Shares16.3K

Event2026-06-30

Filed2026-07-28

ELECTRONIC ARTS

1.77%

Shares2.4K

Event2026-06-30

Filed2026-07-28

DHI

D.R. HORTON

0.09%

Shares3.2K

Event2026-06-30

Filed2026-07-28

JAAA

JANUS HENDERSON AAA

50.41%

Shares9.7K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-28

IJS

ISHARES SMCAP VALUE

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

OLLI

OLLIE'S BARGAIN

-94.73%

Shares6.8K

Event2026-06-30

Filed2026-07-28

WDC

WEST DIG CORP

-12.82%

Shares816

Event2026-06-30

Filed2026-07-28

IYJ

ISHS DOW INDUST IYJ

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

AZO

AUTOZONE

0.00%

Shares159

Event2026-06-30

Filed2026-07-28

OUNZ

VAN ECK MERK GOLD

-2.45%

Shares11.7K

Event2026-06-30

Filed2026-07-28

VLTO

VERALTO CORP

0.60%

Shares5.0K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY

-6.62%

Shares1.9K

Event2026-06-30

Filed2026-07-28

DLR

DIGITAL REALTY

-35.39%

Shares2.6K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL US

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-28

HII

HUNTINGTON INGALLS

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VONG

VANGUARD RUSSELL 1K

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

Qnity Electronics Inc.

3.46%

Shares3.0K

Event2026-06-30

Filed2026-07-28

PPA

INVESCO AEROSPACE

257.35%

Shares2.4K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY 520 121727 SPY Put PutSPY 520 121727 SPY15 sharesnew addition2026-06-302026-07-28

SPY 520 121727 SPY Put

SPY 520 121727 SPY

New

Shares15

Event2026-06-30

Filed2026-07-28