Sponsored
The Analysis of BFSG, LLC's Holdings & P&L
Currently, BFSG, LLC holds 765 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SOLV (+87.2K shares, valued at $6.7M), VEEV (+18.3K shares, valued at $3.2M), NUV (+329.7K shares, valued at $3.0M); decreased their positions in N/A (-22.4K shares, valued at $2.6M), NVO (-36.9K shares, valued at $1.8M), VZ (-38.4K shares, valued at $1.6M); initiated new positions in SOLV (+87.2K shares, valued at $6.7M), VEEV (+18.3K shares, valued at $3.2M), NUV (+329.7K shares, valued at $3.0M).
1M P&L
+6.2M+0.71%
3M P&L
+7.7M+0.87%
HY P&L
+19.0M+2.19%
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/A345.9M
37.2%
2Semiconductors71.8M
7.7%
3Software - Infrastructure35.2M
3.8%
Top Industries by Stock Count
1N/A222 stocks
32.2%
2Biotechnology16 stocks
2.3%
3Software - Application16 stocks
2.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
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VANGUARD INDEX FDS
2.34%VANGUARD INDEX FDS
Shares129.2K
Event2026-06-30
Filed2026-07-20
NVDA
-1.13%NVIDIA CORPORATION
Shares172.1K
Event2026-06-30
Filed2026-07-20
IAU
2.87%ISHARES GOLD TR
Shares398.0K
Event2026-06-30
Filed2026-07-20
ISHARES TR
-1.41%ISHARES TR
Shares36.1K
Event2026-06-30
Filed2026-07-20
NEM
-0.51%NEWMONT CORP
Shares268.1K
Event2026-06-30
Filed2026-07-20
AAPL
-3.24%APPLE INC
Shares80.6K
Event2026-06-30
Filed2026-07-20
AVUV
-0.73%AMERICAN CENTY ETF TR
Shares182.1K
Event2026-06-30
Filed2026-07-20
MSFT
2.01%MICROSOFT CORP
Shares60.4K
Event2026-06-30
Filed2026-07-20
MRVL
-1.11%MARVELL TECHNOLOGY INC
Shares73.9K
Event2026-06-30
Filed2026-07-20
BND
1.75%VANGUARD BD INDEX FDS
Shares262.8K
Event2026-06-30
Filed2026-07-20
ETFS GOLD TR
0.44%ETFS GOLD TR
Shares501.6K
Event2026-06-30
Filed2026-07-20
GOOG
-2.15%ALPHABET INC
Shares47.9K
Event2026-06-30
Filed2026-07-20
RTX CORPORATION
0.09%RTX CORPORATION
Shares87.7K
Event2026-06-30
Filed2026-07-20
APH
-0.37%AMPHENOL CORP
Shares93.6K
Event2026-06-30
Filed2026-07-20
DFEM
-6.82%DIMENSIONAL ETF TRUST
Shares380.7K
Event2026-06-30
Filed2026-07-20
GLD
-0.07%SPDR GOLD TR
Shares41.4K
Event2026-06-30
Filed2026-07-20
VXUS
3.53%VANGUARD STAR FDS
Shares167.1K
Event2026-06-30
Filed2026-07-20
JPST
7.26%J P MORGAN EXCHANGE TRADED F
Shares256.0K
Event2026-06-30
Filed2026-07-20
CSX
-1.82%CSX CORP
Shares260.6K
Event2026-06-30
Filed2026-07-20
BNDX
3.59%VANGUARD CHARLOTTE FDS
Shares247.3K
Event2026-06-30
Filed2026-07-20
AMZN
1.05%AMAZON COM INC
Shares49.4K
Event2026-06-30
Filed2026-07-20
TSM
-1.06%TAIWAN SEMICONDUCTOR MANUFAC
Shares24.4K
Event2026-06-30
Filed2026-07-20
PANW
-1.30%PALO ALTO NETWORKS INC
Shares34.2K
Event2026-06-30
Filed2026-07-20
STATE STR SPDR S&P 500 ETF T
0.01%STATE STR SPDR S&P 500 ETF T
Shares13.9K
Event2026-06-30
Filed2026-07-20
VDE
0.57%VANGUARD WORLD FD
Shares65.1K
Event2026-06-30
Filed2026-07-20
CHD
-0.90%CHURCH & DWIGHT CO INC
Shares97.7K
Event2026-06-30
Filed2026-07-20
NI
-0.66%NISOURCE INC
Shares196.7K
Event2026-06-30
Filed2026-07-20
TTE
-0.36%TOTALENERGIES SE
Shares117.1K
Event2026-06-30
Filed2026-07-20
SCHP
7.06%SCHWAB STRATEGIC TR
Shares343.1K
Event2026-06-30
Filed2026-07-20
MOG.A
-1.49%MOOG INC
Shares20.9K
Event2026-06-30
Filed2026-07-20
LVHI
7.13%LEGG MASON ETF INVT
Shares216.7K
Event2026-06-30
Filed2026-07-20
NSC
-0.44%NORFOLK SOUTHN CORP
Shares27.9K
Event2026-06-30
Filed2026-07-20
JPMORGAN CHASE & CO
-0.41%JPMORGAN CHASE & CO
Shares26.2K
Event2026-06-30
Filed2026-07-20
DFLV
3.98%DIMENSIONAL ETF TRUST
Shares210.2K
Event2026-06-30
Filed2026-07-20
FBCG
-0.23%FIDELITY COVINGTON TRUST
Shares130.8K
Event2026-06-30
Filed2026-07-20
COSTCO WHOLESALE CORPORATION
-0.54%COSTCO WHOLESALE CORPORATION
Shares8.4K
Event2026-06-30
Filed2026-07-20
CL
-0.23%COLGATE PALMOLIVE CO
Shares84.2K
Event2026-06-30
Filed2026-07-20
IQLT
2.93%ISHARES TR
Shares155.5K
Event2026-06-30
Filed2026-07-20
TXT
0.56%TEXTRON INC
Shares83.5K
Event2026-06-30
Filed2026-07-20
FREEPORT MCMORAN INC
-0.30%FREEPORT MCMORAN INC
Shares121.2K
Event2026-06-30
Filed2026-07-20
TJX
-0.32%TJX COS INC NEW
Shares49.1K
Event2026-06-30
Filed2026-07-20
AMRZ
3.19%AMRIZE LTD
Shares137.0K
Event2026-06-30
Filed2026-07-20
GD
-0.15%GENERAL DYNAMICS CORP
Shares20.4K
Event2026-06-30
Filed2026-07-20
SHV
1.38%ISHARES TR
Shares65.0K
Event2026-06-30
Filed2026-07-20
TR
-0.16%TOOTSIE ROLL INDS INC
Shares180.1K
Event2026-06-30
Filed2026-07-20
SOUTHERN CO
0.41%SOUTHERN CO
Shares74.2K
Event2026-06-30
Filed2026-07-20
ASML
-0.39%ASML HLDG NV
Shares3.6K
Event2026-06-30
Filed2026-07-20
ESLT
-1.15%ELBIT SYS LTD
Shares9.1K
Event2026-06-30
Filed2026-07-20
AXP
0.00%AMERICAN EXPRESS CO
Shares20.0K
Event2026-06-30
Filed2026-07-20
SOLV
NewSOLVENTUM CORP
Shares87.2K
Event2026-06-30
Filed2026-07-20
NEXTERA ENERGY INC
-0.78%NEXTERA ENERGY INC
Shares76.0K
Event2026-06-30
Filed2026-07-20
WY
1.52%WEYERHAEUSER CO
Shares277.7K
Event2026-06-30
Filed2026-07-20
VXF
2.19%VANGUARD INDEX FDS
Shares26.5K
Event2026-06-30
Filed2026-07-20
VOO
-0.35%VANGUARD INDEX FDS
Shares9.2K
Event2026-06-30
Filed2026-07-20
MASTERCARD INCORPORATED
0.00%MASTERCARD INCORPORATED
Shares12.1K
Event2026-06-30
Filed2026-07-20
MWA
-0.04%MUELLER WTR PRODS INC
Shares223.8K
Event2026-06-30
Filed2026-07-20
WMT
0.05%WALMART INC
Shares50.7K
Event2026-06-30
Filed2026-07-20
PAA
-0.13%PLAINS ALL AMERN PIPELINE L
Shares253.8K
Event2026-06-30
Filed2026-07-20
RYN
1.64%RAYONIER INC
Shares263.5K
Event2026-06-30
Filed2026-07-20
ABBVIE INC
-1.11%ABBVIE INC
Shares22.1K
Event2026-06-30
Filed2026-07-20
JNJ
-0.21%JOHNSON & JOHNSON
Shares21.5K
Event2026-06-30
Filed2026-07-20
PNR
4.46%PENTAIR PLC
Shares69.3K
Event2026-06-30
Filed2026-07-20
HD
3.36%HOME DEPOT INC
Shares15.0K
Event2026-06-30
Filed2026-07-20
PAAS
-0.32%PAN AMERN SILVER CORP
Shares115.6K
Event2026-06-30
Filed2026-07-20
IJT
1.40%ISHARES TR
Shares29.0K
Event2026-06-30
Filed2026-07-20
AIG
-0.16%AMERICAN INTL GROUP INC
Shares69.0K
Event2026-06-30
Filed2026-07-20
SLV
7.24%ISHARES SILVER TR
Shares95.6K
Event2026-06-30
Filed2026-07-20
AMGN
0.06%AMGEN INC
Shares13.9K
Event2026-06-30
Filed2026-07-20
TSLA
0.01%TESLA INC
Shares11.8K
Event2026-06-30
Filed2026-07-20
RSPT
1.47%INVESCO EXCHANGE TRADED FD T
Shares76.9K
Event2026-06-30
Filed2026-07-20
LIN
-0.72%LINDE PLC
Shares9.1K
Event2026-06-30
Filed2026-07-20
BDX
13.35%BECTON DICKINSON & CO
Shares31.1K
Event2026-06-30
Filed2026-07-20
MRK
-1.08%MERCK & CO INC
Shares35.9K
Event2026-06-30
Filed2026-07-20
VZ
-26.31%VERIZON COMMUNICATIONS INC
Shares107.6K
Event2026-06-30
Filed2026-07-20
KBR
1.07%KBR INC
Shares130.4K
Event2026-06-30
Filed2026-07-20
XLK
-11.45%SELECT SECTOR SPDR TR
Shares23.4K
Event2026-06-30
Filed2026-07-20
XMHQ
2.92%INVESCO EXCHANGE TRADED FD T
Shares39.2K
Event2026-06-30
Filed2026-07-20
SCHZ
-0.72%SCHWAB STRATEGIC TR
Shares189.0K
Event2026-06-30
Filed2026-07-20
NATR
99.56%NATURES SUNSHINE PRODS INC
Shares198.9K
Event2026-06-30
Filed2026-07-20
NETFLIX INC.
16.08%NETFLIX INC.
Shares59.2K
Event2026-06-30
Filed2026-07-20
ES
7.08%EVERSOURCE ENERGY
Shares58.5K
Event2026-06-30
Filed2026-07-20
LLY
-1.16%ELI LILLY & CO
Shares3.3K
Event2026-06-30
Filed2026-07-20
VTC
1.35%VANGUARD SCOTTSDALE FDS
Shares51.6K
Event2026-06-30
Filed2026-07-20
SCHG
0.85%SCHWAB STRATEGIC TR
Shares116.8K
Event2026-06-30
Filed2026-07-20
VMC
2.14%VULCAN MATLS CO
Shares13.4K
Event2026-06-30
Filed2026-07-20
SYK
3.02%STRYKER CORPORATION
Shares12.4K
Event2026-06-30
Filed2026-07-20
PNW
-0.06%PINNACLE WEST CAP CORP
Shares36.6K
Event2026-06-30
Filed2026-07-20
CRH
9.16%CRH PLC
Shares36.6K
Event2026-06-30
Filed2026-07-20
MCD
7.40%MCDONALDS CORP
Shares14.4K
Event2026-06-30
Filed2026-07-20
ADM
-0.17%ARCHER DANIELS MIDLAND CO
Shares50.2K
Event2026-06-30
Filed2026-07-20
BP
5.20%BP PLC
Shares102.1K
Event2026-06-30
Filed2026-07-20
SUSL
0.00%ISHARES TR
Shares28.4K
Event2026-06-30
Filed2026-07-20
PBA
-0.21%PEMBINA PIPELINE CORP
Shares81.4K
Event2026-06-30
Filed2026-07-20
EPD
-0.17%ENTERPRISE PRODS PARTNERS L
Shares101.5K
Event2026-06-30
Filed2026-07-20
WASTE MGMT INC DEL
1.62%WASTE MGMT INC DEL
Shares16.4K
Event2026-06-30
Filed2026-07-20
AJG
-5.48%GALLAGHER ARTHUR J & CO
Shares15.8K
Event2026-06-30
Filed2026-07-20
SHY
-0.85%ISHARES TR
Shares44.1K
Event2026-06-30
Filed2026-07-20
RMD
0.87%RESMED INC
Shares18.3K
Event2026-06-30
Filed2026-07-20
GEV
11.15%GE VERNOVA INC
Shares3.0K
Event2026-06-30
Filed2026-07-20
XLV
-5.47%SELECT SECTOR SPDR TR
Shares22.2K
Event2026-06-30
Filed2026-07-20
PG
-0.78%PROCTER & GAMBLE CO
Shares23.9K
Event2026-06-30
Filed2026-07-20
VSGX
0.00%VANGUARD WORLD FD
Shares41.5K
Event2026-06-30
Filed2026-07-20
O
-0.04%REALTY INCOME CORP
Shares54.9K
Event2026-06-30
Filed2026-07-20
PRU
-1.06%PRUDENTIAL FINL INC
Shares31.1K
Event2026-06-30
Filed2026-07-20
SCHD
1.29%SCHWAB STRATEGIC TR
Shares104.8K
Event2026-06-30
Filed2026-07-20
XLF
0.09%SELECT SECTOR SPDR TR
Shares60.9K
Event2026-06-30
Filed2026-07-20
VEEV
NewVEEVA SYS INC
Shares18.3K
Event2026-06-30
Filed2026-07-20
VIG
9.41%VANGUARD SPECIALIZED FUNDS
Shares13.6K
Event2026-06-30
Filed2026-07-20
KDP
6.07%KEURIG DR PEPPER INC
Shares96.4K
Event2026-06-30
Filed2026-07-20
FAST
-0.40%FASTENAL CO
Shares65.3K
Event2026-06-30
Filed2026-07-20
XLI
-0.62%SELECT SECTOR SPDR TR
Shares16.9K
Event2026-06-30
Filed2026-07-20
CVX
0.68%CHEVRON CORPORATION
Shares18.9K
Event2026-06-30
Filed2026-07-20
NUV
NewNUVEEN MUN VALUE FD INC
Shares329.7K
Event2026-06-30
Filed2026-07-20
AMERIPRISE FINL INC
1.11%AMERIPRISE FINL INC
Shares6.3K
Event2026-06-30
Filed2026-07-20
KNX
12.48%KNIGHT-SWIFT TRANSN HLDGS IN
Shares36.1K
Event2026-06-30
Filed2026-07-20
EXC
10903.51%EXELON CORP
Shares59.5K
Event2026-06-30
Filed2026-07-20
UBER
-0.17%UBER TECHNOLOGIES INC
Shares37.5K
Event2026-06-30
Filed2026-07-20
LMT
5.16%LOCKHEED MARTIN CORP
Shares5.3K
Event2026-06-30
Filed2026-07-20
IBM
2.80%INTERNATIONAL BUSINESS MACHS
Shares9.5K
Event2026-06-30
Filed2026-07-20
CCJ
-0.26%CAMECO CORP
Shares25.2K
Event2026-06-30
Filed2026-07-20
CRM
6.78%SALESFORCE INC
Shares16.2K
Event2026-06-30
Filed2026-07-20
VIGI
-1.11%VANGUARD WHITEHALL FDS
Shares26.6K
Event2026-06-30
Filed2026-07-20
AMD
-21.05%ADVANCED MICRO DEVICES INC
Shares4.3K
Event2026-06-30
Filed2026-07-20
GOOGL
-1.88%ALPHABET INC
Shares6.9K
Event2026-06-30
Filed2026-07-20
XLC
7.20%SELECT SECTOR SPDR TR
Shares22.1K
Event2026-06-30
Filed2026-07-20
BSV
2.42%VANGUARD BD INDEX FDS
Shares29.2K
Event2026-06-30
Filed2026-07-20
CGNG
8.36%CAPITAL GROUP NEW GEOGRAPHY
Shares56.9K
Event2026-06-30
Filed2026-07-20
JMST
5.05%J P MORGAN EXCHANGE TRADED F
Shares41.5K
Event2026-06-30
Filed2026-07-20
TDTF
5.15%FLEXSHARES TR
Shares88.5K
Event2026-06-30
Filed2026-07-20
HBM
-0.12%HUDBAY MINERALS INC
Shares88.2K
Event2026-06-30
Filed2026-07-20
AGCO
-0.29%AGCO CORP
Shares17.1K
Event2026-06-30
Filed2026-07-20
ATO
2.74%ATMOS ENERGY CORP
Shares11.8K
Event2026-06-30
Filed2026-07-20
VWO
-6.90%VANGUARD INTL EQUITY INDEX F
Shares32.9K
Event2026-06-30
Filed2026-07-20
CNI
-0.20%CANADIAN NATL RY CO
Shares16.4K
Event2026-06-30
Filed2026-07-20
IAGG
1.60%ISHARES TR
Shares38.4K
Event2026-06-30
Filed2026-07-20
CISCO SYS INC
-3.74%CISCO SYS INC
Shares16.5K
Event2026-06-30
Filed2026-07-20
AVSU
0.72%AMERICAN CENTY ETF TR
Shares21.9K
Event2026-06-30
Filed2026-07-20
SCHM
-1.16%SCHWAB STRATEGIC TR
Shares50.7K
Event2026-06-30
Filed2026-07-20
PYLD
44.63%PIMCO ETF TR
Shares70.2K
Event2026-06-30
Filed2026-07-20
XLY
5.09%SELECT SECTOR SPDR TR
Shares15.6K
Event2026-06-30
Filed2026-07-20
DUK
0.62%DUKE ENERGY CORP NEW
Shares14.4K
Event2026-06-30
Filed2026-07-20
BK
-2.99%BANK OF NY MELLON CORP
Shares12.0K
Event2026-06-30
Filed2026-07-20
HONEYWELL INTL INC
NewHONEYWELL INTL INC
Shares7.5K
Event2026-06-30
Filed2026-07-20
EQIX
2.25%EQUINIX INC
Shares1.6K
Event2026-06-30
Filed2026-07-20
HONEYWELL AEROSPACE INC
NewHONEYWELL AEROSPACE INC
Shares7.5K
Event2026-06-30
Filed2026-07-20
ROCK
21.81%GIBRALTAR INDS INC
Shares36.3K
Event2026-06-30
Filed2026-07-20
SPSB
3.17%SPDR SERIES TRUST
Shares54.1K
Event2026-06-30
Filed2026-07-20
QQQ
-0.80%INVESCO QQQ TR
Shares2.1K
Event2026-06-30
Filed2026-07-20
JPLD
665.21%J P MORGAN EXCHANGE TRADED F
Shares28.9K
Event2026-06-30
Filed2026-07-20
AEP
-0.15%AMERICAN ELEC PWR CO INC
Shares11.0K
Event2026-06-30
Filed2026-07-20
SCHX
0.82%SCHWAB STRATEGIC TR
Shares50.4K
Event2026-06-30
Filed2026-07-20
EMA
28.95%EMERA INC
Shares27.9K
Event2026-06-30
Filed2026-07-20
PEP
-0.14%PEPSICO INC
Shares10.7K
Event2026-06-30
Filed2026-07-20
NTR
-1.39%NUTRIEN LTD
Shares23.0K
Event2026-06-30
Filed2026-07-20
JAZZ PHARMACEUTICALS PLC
0.00%JAZZ PHARMACEUTICALS PLC
Shares5.9K
Event2026-06-30
Filed2026-07-20
PALANTIR TECHNOLOGIES INC
-65.01%PALANTIR TECHNOLOGIES INC
Shares12.1K
Event2026-06-30
Filed2026-07-20
USFD
2.17%US FOODS HLDG CORP
Shares13.5K
Event2026-06-30
Filed2026-07-20
EUSB
10.68%ISHARES TR
Shares31.3K
Event2026-06-30
Filed2026-07-20
ITA
2.53%ISHARES TR
Shares5.5K
Event2026-06-30
Filed2026-07-20
PFE
-1.09%PFIZER INC
Shares50.7K
Event2026-06-30
Filed2026-07-20
VCSH
6.64%VANGUARD SCOTTSDALE FDS
Shares15.1K
Event2026-06-30
Filed2026-07-20
BAC
929.15%BANK OF AMER CORP
Shares20.7K
Event2026-06-30
Filed2026-07-20
MTZ
NewMASTEC INC
Shares2.8K
Event2026-06-30
Filed2026-07-20
XLP
1.93%SELECT SECTOR SPDR TR
Shares13.9K
Event2026-06-30
Filed2026-07-20
SCHF
-4.03%SCHWAB STRATEGIC TR
Shares40.9K
Event2026-06-30
Filed2026-07-20
SCHV
-1.31%SCHWAB STRATEGIC TR
Shares32.3K
Event2026-06-30
Filed2026-07-20
DFIV
19.42%DIMENSIONAL ETF TRUST
Shares20.6K
Event2026-06-30
Filed2026-07-20
NFG
-0.01%NATIONAL FUEL GAS CO
Shares14.3K
Event2026-06-30
Filed2026-07-20
FBND
-10.47%FIDELITY MERRIMACK STR TR
Shares23.7K
Event2026-06-30
Filed2026-07-20
RSP
4.20%INVESCO EXCHANGE TRADED FD T
Shares4.9K
Event2026-06-30
Filed2026-07-20
SERVICENOW INC
5.12%SERVICENOW INC
Shares10.4K
Event2026-06-30
Filed2026-07-20
MCK
0.00%MCKESSON CORP
Shares1.3K
Event2026-06-30
Filed2026-07-20
SELECT SECTOR SPDR TR
-1.53%SELECT SECTOR SPDR TR
Shares19.7K
Event2026-06-30
Filed2026-07-20
SFM
-0.79%SPROUTS FMRS MKT INC
Shares10.5K
Event2026-06-30
Filed2026-07-20
WTRG
497.79%ESSENTIAL UTILS INC
Shares22.8K
Event2026-06-30
Filed2026-07-20
KMI
0.34%KINDER MORGAN INC DEL
Shares25.9K
Event2026-06-30
Filed2026-07-20
RSG
0.00%REPUBLIC SVCS INC
Shares3.7K
Event2026-06-30
Filed2026-07-20
ALMU
0.00%AELUMA INC
Shares35.6K
Event2026-06-30
Filed2026-07-20
XLE
-1.32%SELECT SECTOR SPDR TR
Shares14.4K
Event2026-06-30
Filed2026-07-20
DINO
-0.55%HF SINCLAIR CORP
Shares11.0K
Event2026-06-30
Filed2026-07-20
UNP
0.00%UNION PAC CORP
Shares2.8K
Event2026-06-30
Filed2026-07-20
GEHC
3657.76%GE HEALTHCARE TECHNOLOGIES I
Shares11.4K
Event2026-06-30
Filed2026-07-20
VYM
-6.57%VANGUARD WHITEHALL FDS
Shares4.5K
Event2026-06-30
Filed2026-07-20
ISRG
0.00%INTUITIVE SURGICAL INC
Shares1.7K
Event2026-06-30
Filed2026-07-20
PPL CORP
1.02%PPL CORP
Shares18.2K
Event2026-06-30
Filed2026-07-20
CP
0.00%CANADIAN PACIFIC KANSAS CITY
Shares7.6K
Event2026-06-30
Filed2026-07-20
EW
-4.94%EDWARDS LIFESCIENCES CORP
Shares7.0K
Event2026-06-30
Filed2026-07-20
XLB
2.44%SELECT SECTOR SPDR TR
Shares11.9K
Event2026-06-30
Filed2026-07-20
ANET
-6.59%ARISTA NETWORKS INC
Shares3.5K
Event2026-06-30
Filed2026-07-20
VO
431.08%VANGUARD INDEX FDS
Shares7.4K
Event2026-06-30
Filed2026-07-20
ISHARES TR
4.16%ISHARES TR
Shares6.0K
Event2026-06-30
Filed2026-07-20
NVO
-75.11%NOVO-NORDISK A S
Shares12.2K
Event2026-06-30
Filed2026-07-20
VTEB
14.03%VANGUARD MUN BD FDS
Shares11.4K
Event2026-06-30
Filed2026-07-20
VNQ
0.61%VANGUARD INDEX FDS
Shares6.0K
Event2026-06-30
Filed2026-07-20
IJR
0.00%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-20
ACCENTURE PLC IRELAND
-14.64%ACCENTURE PLC IRELAND
Shares4.4K
Event2026-06-30
Filed2026-07-20
EIX
0.03%EDISON INTL
Shares7.2K
Event2026-06-30
Filed2026-07-20
UNITEDHEALTH GROUP INC
-5.48%UNITEDHEALTH GROUP INC
Shares1.3K
Event2026-06-30
Filed2026-07-20
SPNT
-14.11%SIRIUSPOINT LTD
Shares21.7K
Event2026-06-30
Filed2026-07-20
IJS
0.00%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-20
OGE
-2.62%OGE ENERGY CORP
Shares10.4K
Event2026-06-30
Filed2026-07-20
DFAS
0.50%DIMENSIONAL ETF TRUST
Shares6.0K
Event2026-06-30
Filed2026-07-20
IWF
300.00%ISHARES TR
Shares3.8K
Event2026-06-30
Filed2026-07-20
CNM
366.55%CORE & MAIN INC
Shares9.6K
Event2026-06-30
Filed2026-07-20
DLTR
NewDOLLAR TREE INC
Shares3.8K
Event2026-06-30
Filed2026-07-20
AMERICOLD REALTY TRUST INC
-2.69%AMERICOLD REALTY TRUST INC
Shares27.9K
Event2026-06-30
Filed2026-07-20
OKTA
-4.90%OKTA INC
Shares3.2K
Event2026-06-30
Filed2026-07-20
STT
-4.29%STATE STR CORP
Shares2.5K
Event2026-06-30
Filed2026-07-20
SUB
33.40%ISHARES TR
Shares4.0K
Event2026-06-30
Filed2026-07-20
VNO
0.00%VORNADO RLTY TR
Shares10.3K
Event2026-06-30
Filed2026-07-20
SSRM
NewSSR MINING IN
Shares14.2K
Event2026-06-30
Filed2026-07-20
VEA
0.00%VANGUARD TAX-MANAGED FDS
Shares5.6K
Event2026-06-30
Filed2026-07-20
OGN
-11.86%ORGANON & CO
Shares29.1K
Event2026-06-30
Filed2026-07-20
VLO
-0.54%VALERO ENERGY CORP
Shares1.5K
Event2026-06-30
Filed2026-07-20
WAL
0.00%WESTERN ALLIANCE BANCORP
Shares4.7K
Event2026-06-30
Filed2026-07-20
AON
0.00%AON PLC
Shares1.2K
Event2026-06-30
Filed2026-07-20
SR
0.00%SPIRE INC
Shares4.9K
Event2026-06-30
Filed2026-07-20
SCHE
-4.27%SCHWAB STRATEGIC TR
Shares10.5K
Event2026-06-30
Filed2026-07-20
RY
-3.44%ROYAL BK CDA
Shares1.8K
Event2026-06-30
Filed2026-07-20
LEGH
-0.04%LEGACY HOUSING CORP
Shares14.0K
Event2026-06-30
Filed2026-07-20
WSBC
-2.95%WESBANCO INC
Shares9.4K
Event2026-06-30
Filed2026-07-20
CMCSA
19.29%COMCAST CORP NEW
Shares14.8K
Event2026-06-30
Filed2026-07-20
META PLATFORMS INC
-5.05%META PLATFORMS INC
Shares620
Event2026-06-30
Filed2026-07-20
VGIT
153.00%VANGUARD SCOTTSDALE FDS
Shares5.9K
Event2026-06-30
Filed2026-07-20
GPN
29.26%GLOBAL PMTS INC
Shares4.7K
Event2026-06-30
Filed2026-07-20
NYCB
-7.40%FLAGSTAR BANK NATIONAL ASSOC
Shares22.8K
Event2026-06-30
Filed2026-07-20
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares485
Event2026-06-30
Filed2026-07-20
VTV
21.26%VANGUARD INDEX FDS
Shares1.5K
Event2026-06-30
Filed2026-07-20
SON
-3.63%SONOCO PRODS CO
Shares5.8K
Event2026-06-30
Filed2026-07-20
BSX
6.23%BOSTON SCIENTIFIC CORP
Shares7.6K
Event2026-06-30
Filed2026-07-20
DAR
-24.23%DARLING INGREDIENTS INC
Shares5.9K
Event2026-06-30
Filed2026-07-20
PWB
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.9K
Event2026-06-30
Filed2026-07-20
JEF
-3.07%JEFFERIES FINANCIAL GROUP IN
Shares6.3K
Event2026-06-30
Filed2026-07-20
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares594
Event2026-06-30
Filed2026-07-20
LKQ
14.04%LKQ CORP
Shares11.8K
Event2026-06-30
Filed2026-07-20
PK
-4.17%PARK HOTELS & RESORTS INC
Shares21.2K
Event2026-06-30
Filed2026-07-20
IHDG
0.00%WISDOMTREE TR
Shares5.7K
Event2026-06-30
Filed2026-07-20
AFL
0.00%AFLAC INC
Shares2.5K
Event2026-06-30
Filed2026-07-20
ACI
18.73%ALBERTSONS COMPANIES INC
Shares21.8K
Event2026-06-30
Filed2026-07-20
QDEL
55.67%QUIDELORTHO CORP
Shares16.6K
Event2026-06-30
Filed2026-07-20
CNC
-3.04%CENTENE CORP DEL
Shares4.5K
Event2026-06-30
Filed2026-07-20
KO
0.63%COCA COLA CO
Shares3.5K
Event2026-06-30
Filed2026-07-20
CG
28.20%CARLYLE GROUP INC
Shares6.8K
Event2026-06-30
Filed2026-07-20
PKOH
-5.76%PARK-OHIO HLDGS CORP
Shares7.4K
Event2026-06-30
Filed2026-07-20
GOVT
9.68%ISHARES TR
Shares12.4K
Event2026-06-30
Filed2026-07-20
ABEV
-7.44%AMBEV SA
Shares89.5K
Event2026-06-30
Filed2026-07-20
TRAVELERS COMPANIES INC
-6.92%TRAVELERS COMPANIES INC
Shares847
Event2026-06-30
Filed2026-07-20
SIRI
-7.37%SIRIUSXM HOLDINGS INC
Shares9.4K
Event2026-06-30
Filed2026-07-20
SHIFT4 PMTS INC
65.64%SHIFT4 PMTS INC
Shares5.7K
Event2026-06-30
Filed2026-07-20
CRC
-1.90%CALIFORNIA RES CORP
Shares5.2K
Event2026-06-30
Filed2026-07-20
PB
-0.80%PROSPERITY BANCSHARES INC
Shares3.7K
Event2026-06-30
Filed2026-07-20
CNNE
6.60%CANNAE HLDGS INC
Shares18.9K
Event2026-06-30
Filed2026-07-20
PSEC
61.14%PROSPECT CAP CORP
Shares117.4K
Event2026-06-30
Filed2026-07-20
IJH
0.00%ISHARES TR
Shares3.5K
Event2026-06-30
Filed2026-07-20
OCSL
4.89%OAKTREE SPECIALTY LENDING
Shares22.4K
Event2026-06-30
Filed2026-07-20
GOGL
0.42%CMB.TECH NV
Shares19.1K
Event2026-06-30
Filed2026-07-20
GE
32.90%GE AEROSPACE
Shares711
Event2026-06-30
Filed2026-07-20
AQN
-4.23%ALGONQUIN POWER & UTILITIES
Shares45.3K
Event2026-06-30
Filed2026-07-20
BGC
-1.17%BGC GROUP INC
Shares24.5K
Event2026-06-30
Filed2026-07-20
VYX
15.29%NCR VOYIX CORPORATION
Shares31.9K
Event2026-06-30
Filed2026-07-20
AAP
-11.05%ADVANCE AUTO PARTS INC
Shares4.1K
Event2026-06-30
Filed2026-07-20
IVW
0.00%ISHARES TR
Shares1.8K
Event2026-06-30
Filed2026-07-20
OBDC
2.24%BLUE OWL CAPITAL CORPORATION
Shares22.9K
Event2026-06-30
Filed2026-07-20
ARM
0.00%ARM HOLDINGS PLC
Shares700
Event2026-06-30
Filed2026-07-20
PBF
-2.39%PBF ENERGY INC
Shares5.3K
Event2026-06-30
Filed2026-07-20
AVTR
10.95%AVANTOR INC
Shares24.4K
Event2026-06-30
Filed2026-07-20
PSKY
-1.11%PARAMOUNT SKYDANCE CORP
Shares24.5K
Event2026-06-30
Filed2026-07-20
CAT
0.00%CATERPILLAR INC
Shares224
Event2026-06-30
Filed2026-07-20
UMH
0.22%UMH PPTYS INC
Shares15.8K
Event2026-06-30
Filed2026-07-20
PDM
0.00%PIEDMONT REALTY TRUST INC
Shares25.8K
Event2026-06-30
Filed2026-07-20
PM
-0.92%PHILIP MORRIS INTL INC
Shares1.3K
Event2026-06-30
Filed2026-07-20
DIS
-10.67%DISNEY WALT CO
Shares2.4K
Event2026-06-30
Filed2026-07-20
NICE
21.67%NICE LTD
Shares2.6K
Event2026-06-30
Filed2026-07-20
OI
3.78%O-I GLASS INC
Shares24.2K
Event2026-06-30
Filed2026-07-20
BBDC
17.90%BARINGS BDC INC
Shares27.3K
Event2026-06-30
Filed2026-07-20
BBUC
-2.52%BROOKFIELD BUSINESS CORP
Shares7.8K
Event2026-06-30
Filed2026-07-20
FRT
0.00%FEDERAL RLTY INVT TR NEW
Shares1.9K
Event2026-06-30
Filed2026-07-20
MET
-5.18%METLIFE INC
Shares2.7K
Event2026-06-30
Filed2026-07-20
PNFP
0.00%PINNACLE FINL PARTNERS INC
Shares2.3K
Event2026-06-30
Filed2026-07-20
CHUBB LIMITED
89.24%CHUBB LIMITED
Shares668
Event2026-06-30
Filed2026-07-20
BN
-1.48%BROOKFIELD CORP
Shares5.3K
Event2026-06-30
Filed2026-07-20
IWM
0.00%ISHARES TR
Shares754
Event2026-06-30
Filed2026-07-20
MMC
0.00%MARSH & MCLENNAN COS INC
Shares1.4K
Event2026-06-30
Filed2026-07-20
DEO
5.10%DIAGEO PLC
Shares2.8K
Event2026-06-30
Filed2026-07-20
UGI
7.12%UGI CORP NEW
Shares6.5K
Event2026-06-30
Filed2026-07-20
CXM
18.57%SPRINKLR INC
Shares43.3K
Event2026-06-30
Filed2026-07-20
CCK
0.00%CROWN HLDGS INC
Shares2.0K
Event2026-06-30
Filed2026-07-20
ENOV
38.46%ENOVIS CORPORATION
Shares10.7K
Event2026-06-30
Filed2026-07-20
ELAN
-19.81%ELANCO ANIMAL HEALTH INC
Shares8.8K
Event2026-06-30
Filed2026-07-20
SEB
-31.43%SEABOARD CORP DEL
Shares48
Event2026-06-30
Filed2026-07-20
HSIC
-4.51%SCHEIN HENRY INC
Shares2.5K
Event2026-06-30
Filed2026-07-20
HG
0.00%HAMILTON INSURANCE GROUP LTD
Shares6.2K
Event2026-06-30
Filed2026-07-20
CABO
98.51%CABLE ONE INC
Shares4.0K
Event2026-06-30
Filed2026-07-20
RPAY
7.91%REPAY HLDGS CORP
Shares49.9K
Event2026-06-30
Filed2026-07-20
XRAY
42.49%DENTSPLY SIRONA INC
Shares19.6K
Event2026-06-30
Filed2026-07-20
JEPI
13.18%J P MORGAN EXCHANGE TRADED F
Shares3.7K
Event2026-06-30
Filed2026-07-20
ETN
0.00%EATON CORP PLC
Shares478
Event2026-06-30
Filed2026-07-20
WBD
-5.00%WARNER BROS DISCOVERY INC
Shares7.6K
Event2026-06-30
Filed2026-07-20
J P MORGAN EXCHANGE TRADED F
0.70%J P MORGAN EXCHANGE TRADED F
Shares3.3K
Event2026-06-30
Filed2026-07-20
GNL
NewGLOBAL NET LEASE INC
Shares22.6K
Event2026-06-30
Filed2026-07-20
ARCO
0.00%ARCOS DORADOS HLDGS INC
Shares24.7K
Event2026-06-30
Filed2026-07-20
IEI
-31.95%ISHARES TR
Shares1.7K
Event2026-06-30
Filed2026-07-20
FPH
-1.36%FIVE POINT HOLDINGS LLC
Shares36.3K
Event2026-06-30
Filed2026-07-20
GLRE
-1.01%GREENLIGHT CAP RE LTD
Shares11.8K
Event2026-06-30
Filed2026-07-20
BIPC
22.38%BROOKFIELD INFRASTRUCTURE CO
Shares4.9K
Event2026-06-30
Filed2026-07-20
ALL
0.00%ALLSTATE CORP
Shares777
Event2026-06-30
Filed2026-07-20
PAG
0.00%PENSKE AUTOMOTIVE GRP INC
Shares1.0K
Event2026-06-30
Filed2026-07-20
ISTB
0.11%ISHARES TR
Shares3.7K
Event2026-06-30
Filed2026-07-20
EVRG
-23.63%EVERGY INC
Shares2.1K
Event2026-06-30
Filed2026-07-20
FHN
-13.07%FIRST HORIZON CORPORATION
Shares7.0K
Event2026-06-30
Filed2026-07-20
LAMR
-3.37%LAMAR ADVERTISING CO
Shares1.1K
Event2026-06-30
Filed2026-07-20
SANA
0.00%SANA BIOTECHNOLOGY INC
Shares51.0K
Event2026-06-30
Filed2026-07-20
AIOT
3.62%POWERFLEET INC
Shares46.4K
Event2026-06-30
Filed2026-07-20
ISHARES TR
2.95%ISHARES TR
Shares1.8K
Event2026-06-30
Filed2026-07-20
VYMI
3.82%VANGUARD WHITEHALL FDS
Shares1.8K
Event2026-06-30
Filed2026-07-20
PEBO
0.00%PEOPLES BANCORP INC
Shares4.5K
Event2026-06-30
Filed2026-07-20
VISA INC
0.00%VISA INC
Shares504
Event2026-06-30
Filed2026-07-20
AMBP
-7.33%ARDAGH METAL PACKAGING S A
Shares35.4K
Event2026-06-30
Filed2026-07-20
ATEC
0.00%ALPHATEC HLDGS INC
Shares18.8K
Event2026-06-30
Filed2026-07-20
VNT
65.68%VONTIER CORPORATION
Shares5.5K
Event2026-06-30
Filed2026-07-20
PSFE
0.76%PAYSAFE LIMITED
Shares21.1K
Event2026-06-30
Filed2026-07-20
TEVA
-30.15%TEVA PHARMACEUTICAL INDS LTD
Shares4.6K
Event2026-06-30
Filed2026-07-20
JBGS
6.87%JBG SMITH PPTYS
Shares10.4K
Event2026-06-30
Filed2026-07-20
GPK
74.90%GRAPHIC PACKAGING HLDG CO
Shares14.3K
Event2026-06-30
Filed2026-07-20
ALIBABA GROUP HLDG LTD
-4.96%ALIBABA GROUP HLDG LTD
Shares1.6K
Event2026-06-30
Filed2026-07-20
WPC
0.00%WP CAREY INC
Shares2.1K
Event2026-06-30
Filed2026-07-20
WORLD GOLD TR
0.00%WORLD GOLD TR
Shares1.9K
Event2026-06-30
Filed2026-07-20
KELYA
0.00%KELLY SVCS INC
Shares12.1K
Event2026-06-30
Filed2026-07-20
BSRR
-20.53%SIERRA BANCORP
Shares3.6K
Event2026-06-30
Filed2026-07-20
QUAL
0.00%ISHARES TR
Shares663
Event2026-06-30
Filed2026-07-20
BRSP
1.43%BRIGHTSPIRE CAPITAL INC
Shares26.3K
Event2026-06-30
Filed2026-07-20
AAT
0.00%AMERICAN ASSETS TR INC
Shares5.8K
Event2026-06-30
Filed2026-07-20
EFA
0.00%ISHARES TR
Shares1.3K
Event2026-06-30
Filed2026-07-20
DV
0.00%DOUBLEVERIFY HLDGS INC
Shares12.6K
Event2026-06-30
Filed2026-07-20
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares926
Event2026-06-30
Filed2026-07-20
SUI
0.00%SUN CMNTYS INC
Shares1.1K
Event2026-06-30
Filed2026-07-20
ONB
0.00%OLD NATL BANCORP IND
Shares5.0K
Event2026-06-30
Filed2026-07-20
SHEL
9.39%SHELL PLC
Shares1.6K
Event2026-06-30
Filed2026-07-20
STNG
0.00%SCORPIO TANKERS INC
Shares1.8K
Event2026-06-30
Filed2026-07-20
MS
0.00%MORGAN STANLEY
Shares595
Event2026-06-30
Filed2026-07-20
OSUR
-37.72%ORASURE TECHNOLOGIES INC
Shares27.6K
Event2026-06-30
Filed2026-07-20
IONQ INC
0.00%IONQ INC
Shares2.3K
Event2026-06-30
Filed2026-07-20
CC
-7.55%CHEMOURS CO
Shares5.9K
Event2026-06-30
Filed2026-07-20
IBIT
4.34%ISHARES BITCOIN TRUST ETF
Shares3.6K
Event2026-06-30
Filed2026-07-20
BOC
0.00%BOSTON OMAHA CORP
Shares8.7K
Event2026-06-30
Filed2026-07-20
LBTYA
0.00%LIBERTY GLOBAL LTD
Shares10.5K
Event2026-06-30
Filed2026-07-20
GILD
7.13%GILEAD SCIENCES INC
Shares931
Event2026-06-30
Filed2026-07-20
NOBL
100.00%PROSHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-20
TAP
3.02%MOLSON COORS BEVERAGE CO
Shares3.0K
Event2026-06-30
Filed2026-07-20
VSTS
-48.53%VESTIS CORPORATION
Shares8.0K
Event2026-06-30
Filed2026-07-20
NVS
5.57%NOVARTIS AG
Shares739
Event2026-06-30
Filed2026-07-20
DRVN
0.00%DRIVEN BRANDS HLDGS INC
Shares8.3K
Event2026-06-30
Filed2026-07-20
ITT
0.00%ITT INC
Shares581
Event2026-06-30
Filed2026-07-20
FWRD
0.00%FORWARD AIR CORP
Shares8.5K
Event2026-06-30
Filed2026-07-20
GEF
0.00%GREIF INC
Shares1.5K
Event2026-06-30
Filed2026-07-20
MO
-2.30%ALTRIA GROUP INC
Shares1.6K
Event2026-06-30
Filed2026-07-20
LUCK
0.00%LUCKY STRIKE ENTERTAINMENT C
Shares15.1K
Event2026-06-30
Filed2026-07-20
BROADCOM INC
-6.39%BROADCOM INC
Shares293
Event2026-06-30
Filed2026-07-20
RUSHB
0.00%RUSH ENTERPRISES INC
Shares1.4K
Event2026-06-30
Filed2026-07-20
MGPI
0.00%MGP INGREDIENTS INC NEW
Shares6.2K
Event2026-06-30
Filed2026-07-20
ALLY FINL INC
-29.56%ALLY FINL INC
Shares2.3K
Event2026-06-30
Filed2026-07-20
AN
-12.86%AUTONATION INC
Shares576
Event2026-06-30
Filed2026-07-20
EFV
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-20
CAH
-17.56%CARDINAL HEALTH INC
Shares446
Event2026-06-30
Filed2026-07-20
VB
76.26%VANGUARD INDEX FDS
Shares349
Event2026-06-30
Filed2026-07-20
IEF
6.40%ISHARES TR
Shares1.1K
Event2026-06-30
Filed2026-07-20
CROWDSTRIKE HLDGS INC
-3.55%CROWDSTRIKE HLDGS INC
Shares136
Event2026-06-30
Filed2026-07-20
RUSHA
0.00%RUSH ENTERPRISES INC
Shares1.4K
Event2026-06-30
Filed2026-07-20
SOUTHSTATE BK CORP
0.00%SOUTHSTATE BK CORP
Shares1.0K
Event2026-06-30
Filed2026-07-20
CLS
-10.51%CELESTICA INC
Shares281
Event2026-06-30
Filed2026-07-20
KMB
6.39%KIMBERLY-CLARK CORP
Shares932
Event2026-06-30
Filed2026-07-20
PRDO
0.00%PERDOCEO ED CORP
Shares3.2K
Event2026-06-30
Filed2026-07-20
SCHA
-27.02%SCHWAB STRATEGIC TR
Shares2.8K
Event2026-06-30
Filed2026-07-20
VBR
0.00%VANGUARD INDEX FDS
Shares414
Event2026-06-30
Filed2026-07-20
INSE
1.30%INSPIRED ENTMT INC
Shares12.1K
Event2026-06-30
Filed2026-07-20
RC
9.44%READY CAPITAL CORP
Shares56.9K
Event2026-06-30
Filed2026-07-20
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares2.2K
Event2026-06-30
Filed2026-07-20
INSW
-15.44%INTERNATIONAL SEAWAYS INC
Shares1.2K
Event2026-06-30
Filed2026-07-20
DHI
5.45%D R HORTON INC
Shares580
Event2026-06-30
Filed2026-07-20
INTC
-34.85%INTEL CORP
Shares675
Event2026-06-30
Filed2026-07-20
COLB
0.00%COLUMBIA BKG SYS INC
Shares2.9K
Event2026-06-30
Filed2026-07-20
FVD
0.00%FIRST TR EXCHANGE-TRADED FD
Shares1.9K
Event2026-06-30
Filed2026-07-20
ONL
0.00%ORION PROPERTIES INC
Shares31.3K
Event2026-06-30
Filed2026-07-20
ASC
-11.96%ARDMORE SHIPPING CORP
Shares6.3K
Event2026-06-30
Filed2026-07-20
VGT
1115.00%VANGUARD WORLD FD
Shares729
Event2026-06-30
Filed2026-07-20
CWBC
-14.33%COMMUNITY WEST BANCSHARES NE
Shares3.2K
Event2026-06-30
Filed2026-07-20
MFC
-2.04%MANULIFE FINL CORP
Shares2.1K
Event2026-06-30
Filed2026-07-20
ITW
-5.64%ILLINOIS TOOL WKS INC
Shares301
Event2026-06-30
Filed2026-07-20
BLK
0.00%BLACKROCK INC
Shares84
Event2026-06-30
Filed2026-07-20
ESGD
0.00%ISHARES TR
Shares783
Event2026-06-30
Filed2026-07-20
DOMINION ENERGY INC
0.00%DOMINION ENERGY INC
Shares1.2K
Event2026-06-30
Filed2026-07-20
MPC
0.00%MARATHON PETE CORP
Shares300
Event2026-06-30
Filed2026-07-20
THC
5.71%TENET HEALTHCARE CORP
Shares407
Event2026-06-30
Filed2026-07-20
SHM
0.00%SPDR SERIES TRUST
Shares1.6K
Event2026-06-30
Filed2026-07-20
LOW
3.70%LOWES COS INC
Shares336
Event2026-06-30
Filed2026-07-20
DGRO
0.00%ISHARES TR
Shares974
Event2026-06-30
Filed2026-07-20
BHC
0.00%BAUSCH HEALTH COS INC
Shares14.9K
Event2026-06-30
Filed2026-07-20
APD
-10.71%AIR PRODUCTS AND CHEMICALS I
Shares250
Event2026-06-30
Filed2026-07-20
APPLIED MATLS INC
25.00%APPLIED MATLS INC
Shares100
Event2026-06-30
Filed2026-07-20
NE
-8.93%NOBLE CORP PLC
Shares1.9K
Event2026-06-30
Filed2026-07-20
NXTG
0.00%FIRST TR EXCHANGE-TRADED FD
Shares457
Event2026-06-30
Filed2026-07-20
VOE
0.00%VANGUARD INDEX FDS
Shares353
Event2026-06-30
Filed2026-07-20
BIO
0.00%BIO RAD LABS INC
Shares237
Event2026-06-30
Filed2026-07-20
CIBR
0.00%FIRST TR EXCHANGE-TRADED FD
Shares750
Event2026-06-30
Filed2026-07-20
JOBY
0.00%JOBY AVIATION INC
Shares7.5K
Event2026-06-30
Filed2026-07-20
ED
-11.95%CONSOLIDATED EDISON INC
Shares604
Event2026-06-30
Filed2026-07-20
SW
0.00%SMURFIT WESTROCK PLC
Shares1.4K
Event2026-06-30
Filed2026-07-20
WFC
0.13%WELLS FARGO & CO
Shares778
Event2026-06-30
Filed2026-07-20
LION2
5.00%LIONSGATE STUDIOS CORP
Shares4.2K
Event2026-06-30
Filed2026-07-20
TMO
0.00%THERMO FISHER SCIENTIFIC INC
Shares128
Event2026-06-30
Filed2026-07-20
VONV
0.00%VANGUARD SCOTTSDALE FDS
Shares598
Event2026-06-30
Filed2026-07-20
RIO
-2.23%RIO TINTO PLC
Shares658
Event2026-06-30
Filed2026-07-20
FELC
0.00%FIDELITY COVINGTON TRUST
Shares1.5K
Event2026-06-30
Filed2026-07-20
SCHB
0.24%SCHWAB STRATEGIC TR
Shares2.1K
Event2026-06-30
Filed2026-07-20
PFG
-9.06%PRINCIPAL FINANCIAL GROUP IN
Shares562
Event2026-06-30
Filed2026-07-20
EEM
-9.70%ISHARES TR
Shares884
Event2026-06-30
Filed2026-07-20
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares772
Event2026-06-30
Filed2026-07-20
CCL
NewCARNIVAL CORP LTD
Shares2.1K
Event2026-06-30
Filed2026-07-20
HOOD
-4.17%ROBINHOOD MKTS INC
Shares575
Event2026-06-30
Filed2026-07-20
DBRG
-77.90%DIGITALBRIDGE GROUP INC
Shares3.6K
Event2026-06-30
Filed2026-07-20
MTUM
0.00%ISHARES TR
Shares166
Event2026-06-30
Filed2026-07-20
BV
0.00%BRIGHTVIEW HLDGS INC
Shares4.0K
Event2026-06-30
Filed2026-07-20
OXY
0.00%OCCIDENTAL PETE CORP
Shares1.1K
Event2026-06-30
Filed2026-07-20
GSG
0.00%ISHARES S&P GSCI COMMODITY-
Shares1.8K
Event2026-06-30
Filed2026-07-20
BX
0.00%BLACKSTONE INC
Shares446
Event2026-06-30
Filed2026-07-20
XRX
-1.37%XEROX HOLDINGS CORP
Shares16.5K
Event2026-06-30
Filed2026-07-20
CEG
0.00%CONSTELLATION ENERGY CORP
Shares208
Event2026-06-30
Filed2026-07-20
LDOS
0.00%LEIDOS HOLDINGS INC
Shares500
Event2026-06-30
Filed2026-07-20
OABI
0.00%OMNIAB INC
Shares20.8K
Event2026-06-30
Filed2026-07-20
ASLE
-17.65%AERSALE CORPORATION
Shares7.9K
Event2026-06-30
Filed2026-07-20
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares593
Event2026-06-30
Filed2026-07-20
BROS
0.00%DUTCH BROS INC
Shares686
Event2026-06-30
Filed2026-07-20
MLP
0.00%MAUI LD & PINEAPPLE INC
Shares2.7K
Event2026-06-30
Filed2026-07-20
KR
0.00%KROGER CO
Shares870
Event2026-06-30
Filed2026-07-20
AECOM
232.68%AECOM
Shares682
Event2026-06-30
Filed2026-07-20
AMERICAN AIRLINES GROUP INC
0.00%AMERICAN AIRLINES GROUP INC
Shares2.6K
Event2026-06-30
Filed2026-07-20
SPACE EXPLORATION TECHN CORP
NewSPACE EXPLORATION TECHN CORP
Shares271
Event2026-06-30
Filed2026-07-20
GWW
17.24%WW GRAINGER INC
Shares34
Event2026-06-30
Filed2026-07-20
VFH
0.00%VANGUARD WORLD FD
Shares348
Event2026-06-30
Filed2026-07-20
BAM
0.00%BROOKFIELD ASSET MANAGMT LTD
Shares1.0K
Event2026-06-30
Filed2026-07-20
ONEW
0.00%ONEWATER MARINE INC
Shares4.0K
Event2026-06-30
Filed2026-07-20
XEL
2.75%XCEL ENERGY INC
Shares560
Event2026-06-30
Filed2026-07-20
FNDA
NewSCHWAB STRATEGIC TR
Shares1.2K
Event2026-06-30
Filed2026-07-20
VUG
4175.00%VANGUARD INDEX FDS
Shares513
Event2026-06-30
Filed2026-07-20
MUB
-5.13%ISHARES TR
Shares407
Event2026-06-30
Filed2026-07-20
DLR
4.35%DIGITAL RLTY TR INC
Shares240
Event2026-06-30
Filed2026-07-20
VHT
78.75%VANGUARD WORLD FD
Shares143
Event2026-06-30
Filed2026-07-20
DAL
-9.60%DELTA AIR LINES INC
Shares452
Event2026-06-30
Filed2026-07-20
VSNT
-3.05%VERSANT MEDIA GROUP INC
Shares1.2K
Event2026-06-30
Filed2026-07-20
FNDC
NewSCHWAB STRATEGIC TR
Shares834
Event2026-06-30
Filed2026-07-20
TIP
0.00%ISHARES TR
Shares361
Event2026-06-30
Filed2026-07-20
AMT
10.05%AMERICAN TOWER CORP
Shares230
Event2026-06-30
Filed2026-07-20
JMTG
0.00%J P MORGAN EXCHANGE TRADED F
Shares709
Event2026-06-30
Filed2026-07-20
SPYG
63.04%SPDR SERIES TRUST
Shares300
Event2026-06-30
Filed2026-07-20
AVEM
0.00%AMERICAN CENTY ETF TR
Shares369
Event2026-06-30
Filed2026-07-20
MINT
0.00%PIMCO ETF TR
Shares351
Event2026-06-30
Filed2026-07-20
CKX
0.00%CKX LDS INC
Shares3.3K
Event2026-06-30
Filed2026-07-20
AZO
0.00%AUTOZONE INC
Shares11
Event2026-06-30
Filed2026-07-20
FQAL
0.23%FIDELITY COVINGTON TRUST
Shares428
Event2026-06-30
Filed2026-07-20
USMV
0.00%ISHARES TR
Shares353
Event2026-06-30
Filed2026-07-20
FLL
0.00%FULL HSE RESORTS INC
Shares12.1K
Event2026-06-30
Filed2026-07-20
GM
0.23%GENERAL MTRS CO
Shares436
Event2026-06-30
Filed2026-07-20
ECOR
0.00%ELECTROCORE INC
Shares3.9K
Event2026-06-30
Filed2026-07-20
FSP
-3.13%FRANKLIN STR PPTYS CORP
Shares64.4K
Event2026-06-30
Filed2026-07-20
AEROVIRONMENT INC
0.00%AEROVIRONMENT INC
Shares200
Event2026-06-30
Filed2026-07-20
GLW
30.61%CORNING INC
Shares128
Event2026-06-30
Filed2026-07-20
ADT INC DEL
0.00%ADT INC DEL
Shares5.0K
Event2026-06-30
Filed2026-07-20
REGL
0.00%PROSHARES TR
Shares351
Event2026-06-30
Filed2026-07-20
YUM
0.00%YUM BRANDS INC
Shares200
Event2026-06-30
Filed2026-07-20
MICROCHIP TECHNOLOGY INC.
0.00%MICROCHIP TECHNOLOGY INC.
Shares350
Event2026-06-30
Filed2026-07-20
FDX
-9.09%FEDEX CORP
Shares100
Event2026-06-30
Filed2026-07-20
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares105
Event2026-06-30
Filed2026-07-20
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares61
Event2026-06-30
Filed2026-07-20
MPTI
0.00%M-TRON INDS INC
Shares300
Event2026-06-30
Filed2026-07-20
ABNB
0.00%AIRBNB INC
Shares200
Event2026-06-30
Filed2026-07-20
DTI
NewDRILLING TOOLS INTL CORP
Shares14.7K
Event2026-06-30
Filed2026-07-20
ROBT
0.00%FIRST TR EXCHANGE TRADED FD
Shares500
Event2026-06-30
Filed2026-07-20
DE
0.00%DEERE & CO
Shares44
Event2026-06-30
Filed2026-07-20
EFAV
0.00%ISHARES TR
Shares316
Event2026-06-30
Filed2026-07-20
VTIP
NewVANGUARD MALVERN FDS
Shares548
Event2026-06-30
Filed2026-07-20
FICO
0.00%FAIR ISAAC CORP
Shares23
Event2026-06-30
Filed2026-07-20
ENS
0.00%ENERSYS
Shares115
Event2026-06-30
Filed2026-07-20
BAX
-43.05%BAXTER INTL INC
Shares1.3K
Event2026-06-30
Filed2026-07-20
EGUS
0.00%ISHARES TR
Shares450
Event2026-06-30
Filed2026-07-20
SOFI
0.00%SOFI TECHNOLOGIES INC
Shares1.4K
Event2026-06-30
Filed2026-07-20
BBUS
NewJ P MORGAN EXCHANGE TRADED F
Shares191
Event2026-06-30
Filed2026-07-20
APOLLO GLOBAL MGMT INC
0.00%APOLLO GLOBAL MGMT INC
Shares209
Event2026-06-30
Filed2026-07-20
CFG
0.00%CITIZENS FINL GROUP INC
Shares350
Event2026-06-30
Filed2026-07-20
FNDE
NewSCHWAB STRATEGIC TR
Shares617
Event2026-06-30
Filed2026-07-20
TXN
-4.65%TEXAS INSTRS INC
Shares82
Event2026-06-30
Filed2026-07-20
BBY
0.00%BEST BUY INC
Shares320
Event2026-06-30
Filed2026-07-20
INVH
NewINVITATION HOMES INC
Shares790
Event2026-06-30
Filed2026-07-20
COP
0.00%CONOCOPHILLIPS
Shares224
Event2026-06-30
Filed2026-07-20
LBTYK
0.00%LIBERTY GLOBAL LTD
Shares2.1K
Event2026-06-30
Filed2026-07-20
NML
-8.43%NEUBERGER ENGY INFRSTR & INC
Shares2.3K
Event2026-06-30
Filed2026-07-20
TTEK
0.00%TETRA TECH INC NEW
Shares750
Event2026-06-30
Filed2026-07-20
AVSC
0.00%AMERICAN CENTY ETF TR
Shares295
Event2026-06-30
Filed2026-07-20
MGC
0.00%VANGUARD WORLD FD
Shares78
Event2026-06-30
Filed2026-07-20
MDYV
0.00%SPDR SERIES TRUST
Shares223
Event2026-06-30
Filed2026-07-20
NZF
0.00%NUVEEN MUN CR INCOME FD
Shares1.7K
Event2026-06-30
Filed2026-07-20
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings