Sponsored

The Analysis of FINANCIAL CONSULATE, INC's Holdings & P&L

Currently, FINANCIAL CONSULATE, INC holds 1449 types of securities in its portfolio with a total value $898.5M. In the most recent quarter, they have increased their positions in DUHP (+71.0K shares, valued at $3.0M), DIHP (+65.2K shares, valued at $2.2M), SCHX (+74.8K shares, valued at $2.2M); decreased their positions in SPGM (-41.1K shares, valued at $3.5M), N/A (-30.1K shares, valued at $1.2M), INTC (-3.2K shares, valued at $452.5K); initiated new positions in VT (+1.7K shares, valued at $268.1K), N/A (+816 shares, valued at $182.7K), N/A (+812 shares, valued at $179.5K).

1M P&L

+955.9K+0.10%

3M P&L

+26.7M+3.01%

HY P&L

+115.5M+14.49%

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/A755.7M

86.9%

2Consumer Electronics22.1M

2.5%

3Semiconductors10.1M

1.2%

Top Industries by Stock Count

1N/A282 stocks

21.7%

2Banks - Regional54 stocks

4.2%

3Software - Application31 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR5.3M shares1.44%2026-06-302026-07-23

DUHP DIMENSIONAL ETF TRUST2.1M shares3.48%2026-06-302026-07-23

MFDX PIMCO EQUITY SER1.7M shares1.10%2026-06-302026-07-23

SCHF SCHWAB STRATEGIC TR1.9M shares3.71%2026-06-302026-07-23

DIHP DIMENSIONAL ETF TRUST1.3M shares5.27%2026-06-302026-07-23

SHV ISHARES TR347.8K shares5.79%2026-06-302026-07-23

VTIP VANGUARD MALVERN FDS738.7K shares4.64%2026-06-302026-07-23

DFAS DIMENSIONAL ETF TRUST433.1K shares2.49%2026-06-302026-07-23

Sponsored

FNDB SCHWAB STRATEGIC TR1.1M shares3.74%2026-06-302026-07-23

SHY ISHARES TR328.6K shares1.65%2026-06-302026-07-23

AAPL APPLE INC76.0K shares-1.64%2026-06-302026-07-23

FLQM FRANKLIN TEMPLETON ETF TR379.3K shares0.87%2026-06-302026-07-23

PULS PGIM ETF TR427.2K shares7.92%2026-06-302026-07-23

FNDE SCHWAB STRATEGIC TR473.8K shares4.43%2026-06-302026-07-23

TCAF T ROWE PRICE EXCHANGE-TRADED456.2K shares2.77%2026-06-302026-07-23

MFUS PIMCO EQUITY SER276.0K shares4.75%2026-06-302026-07-23

Sponsored

SCHD SCHWAB STRATEGIC TR426.8K shares3.22%2026-06-302026-07-23

FNDF SCHWAB STRATEGIC TR247.9K shares2.72%2026-06-302026-07-23

GMF SPDR INDEX SHS FDS67.2K shares-0.30%2026-06-302026-07-23

MKC MCCORMICK & CO INC180.0K shares-1.88%2026-06-302026-07-23

NVDA NVIDIA CORPORATION28.9K shares5.53%2026-06-302026-07-23

10X GENOMICS INC 10X GENOMICS INC126.4K shares-19.24%2026-06-302026-07-23

PATK PATRICK INDS INC52.6K shares0.00%2026-06-302026-07-23

VOO VANGUARD INDEX FDS6.4K shares-0.37%2026-06-302026-07-23

Sponsored

SCHB SCHWAB STRATEGIC TR114.4K shares6.97%2026-06-302026-07-23

DFAT DIMENSIONAL ETF TRUST44.1K shares6.55%2026-06-302026-07-23

PNC PNC FINL SVCS GROUP INC12.4K shares-0.47%2026-06-302026-07-23

MSFT MICROSOFT CORP8.0K shares-0.74%2026-06-302026-07-23

ISHARES TR ISHARES TR3.9K shares-0.46%2026-06-302026-07-23

GOOG ALPHABET INC7.8K shares-0.28%2026-06-302026-07-23

AMZN AMAZON COM INC11.4K shares0.64%2026-06-302026-07-23

GOOGL ALPHABET INC7.3K shares17.94%2026-06-302026-07-23

Sponsored

CAT CATERPILLAR INC2.3K shares3.46%2026-06-302026-07-23

SPGM SPDR INDEX SHS FDS26.0K shares-61.30%2026-06-302026-07-23

VGT VANGUARD WORLD FD16.5K shares725.01%2026-06-302026-07-23

SCHG SCHWAB STRATEGIC TR53.1K shares0.07%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP3.4K shares0.00%2026-06-302026-07-23

LLY ELI LILLY & CO1.2K shares-1.04%2026-06-302026-07-23

RTX CORPORATION RTX CORPORATION7.3K shares1.13%2026-06-302026-07-23

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.1K shares-0.78%2026-06-302026-07-23

Sponsored

TSLA TESLA INC3.1K shares10.72%2026-06-302026-07-23

MU MICRON TECHNOLOGY INC1.0K shares3.36%2026-06-302026-07-23

CWI SPDR INDEX SHS FDS29.7K shares0.15%2026-06-302026-07-23

ITOT ISHARES TR7.3K shares-0.04%2026-06-302026-07-23

HPE HEWLETT PACKARD ENTERPRISE C26.3K shares0.09%2026-06-302026-07-23

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.2K shares-0.96%2026-06-302026-07-23

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.2K shares-1.96%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares2.31%2026-06-302026-07-23

Sponsored

PG PROCTER & GAMBLE CO7.4K shares-0.87%2026-06-302026-07-23

UPS UNITED PARCEL SVCS INC9.9K shares0.11%2026-06-302026-07-23

EXXON MOBIL CORP EXXON MOBIL CORP7.7K shares-0.49%2026-06-302026-07-23

LRCX LAM RESEARCH CORP2.4K shares5.19%2026-06-302026-07-23

SCHA SCHWAB STRATEGIC TR28.1K shares-0.91%2026-06-302026-07-23

SCHW SCHWAB CHARLES CORP11.0K shares-2.02%2026-06-302026-07-23

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN1.0M shares5.45%2026-06-302026-07-23

MGP INGREDIENTS INC NEW MGP INGREDIENTS INC NEW1.0M shares4.43%2026-06-302026-07-23

Sponsored

SAREPTA THERAPEUTICS INC SAREPTA THERAPEUTICS INC1.0M shares4.80%2026-06-302026-07-23

FAST FASTENAL CO20.6K shares0.02%2026-06-302026-07-23

MRK MERCK & CO INC7.6K shares0.54%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC1.7K shares20.27%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON3.7K shares4.06%2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP3.6K shares-0.03%2026-06-302026-07-23

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares8.04%2026-06-302026-07-23

SCHM SCHWAB STRATEGIC TR23.0K shares0.27%2026-06-302026-07-23

Sponsored

PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR846.0K shares-5.37%2026-06-302026-07-23

ABBVIE INC ABBVIE INC3.2K shares3.19%2026-06-302026-07-23

VISA INC VISA INC2.3K shares-1.19%2026-06-302026-07-23

CSX CSX CORP16.0K shares0.15%2026-06-302026-07-23

TJX TJX COS INC NEW5.0K shares-0.04%2026-06-302026-07-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-23

HD HOME DEPOT INC2.0K shares0.49%2026-06-302026-07-23

URI UNITED RENTALS INC636 shares0.00%2026-06-302026-07-23

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares21.23%2026-06-302026-07-23

CVX CHEVRON CORPORATION3.9K shares3.67%2026-06-302026-07-23

VIS VANGUARD WORLD FD1.8K shares7.43%2026-06-302026-07-23

MCD MCDONALDS CORP2.4K shares-4.94%2026-06-302026-07-23

META PLATFORMS INC META PLATFORMS INC1.1K shares12.36%2026-06-302026-07-23

DOCU DOCUSIGN INC13.8K shares0.00%2026-06-302026-07-23

IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.70%2026-06-302026-07-23

BE BLOOM ENERGY CORP2.0K shares-25.15%2026-06-302026-07-23

Sponsored

SNAP INC SNAP INC613.0K shares-6.41%2026-06-302026-07-23

ASML ASML HLDG NV287 shares-5.28%2026-06-302026-07-23

MLCI MOUNT LOGAN CAP INC165.4K shares-5.44%2026-06-302026-07-23

RDFN REDFIN CORP564.0K shares-4.73%2026-06-302026-07-23

EXC EXELON CORP11.6K shares0.35%2026-06-302026-07-23

BAND BANDWIDTH INC573.0K shares-6.37%2026-06-302026-07-23

IWF ISHARES TR4.1K shares300.39%2026-06-302026-07-23

XLY SELECT SECTOR SPDR TR4.3K shares5.47%2026-06-302026-07-23

Sponsored

HEI.A HEICO CORP NEW1.9K shares-2.14%2026-06-302026-07-23

BROADCOM INC BROADCOM INC1.3K shares5.48%2026-06-302026-07-23

BNDX VANGUARD CHARLOTTE FDS9.8K shares0.16%2026-06-302026-07-23

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.1K shares3.75%2026-06-302026-07-23

VHT VANGUARD WORLD FD1.6K shares23.17%2026-06-302026-07-23

SCHZ SCHWAB STRATEGIC TR18.7K shares0.00%2026-06-302026-07-23

MPWR MONOLITHIC PWR SYS INC313 shares-10.57%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC3.6K shares6.91%2026-06-302026-07-23

Sponsored

LIN LINDE PLC796 shares0.38%2026-06-302026-07-23

DHR DANAHER CORP DEL2.1K shares-7.60%2026-06-302026-07-23

PEP PEPSICO INC2.9K shares-3.92%2026-06-302026-07-23

SPECTRUM BRANDS INC SPECTRUM BRANDS INC378.0K shares0.00%2026-06-302026-07-23

TDG TRANSDIGM GROUP INC287 shares-2.38%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC373 shares0.00%2026-06-302026-07-23

MMC MARSH & MCLENNAN COS INC2.2K shares-0.63%2026-06-302026-07-23

ISHARES TR ISHARES TR3.7K shares0.00%2026-06-302026-07-23

Sponsored

SCCO SOUTHERN COPPER CORP2.1K shares1.53%2026-06-302026-07-23

WSBC WESBANCO INC9.1K shares0.00%2026-06-302026-07-23

IJR ISHARES TR2.4K shares-0.13%2026-06-302026-07-23

UBER UBER TECHNOLOGIES INC4.9K shares-9.75%2026-06-302026-07-23

GE GE AEROSPACE941 shares0.53%2026-06-302026-07-23

T AT&T INC16.9K shares-3.06%2026-06-302026-07-23

RPG INVESCO EXCHANGE TRADED FD T5.4K shares0.04%2026-06-302026-07-23

AME AMETEK INC1.4K shares0.36%2026-06-302026-07-23

Sponsored

EGY VAALCO ENERGY INC66.9K shares0.00%2026-06-302026-07-23

GEV GE VERNOVA INC289 shares0.35%2026-06-302026-07-23

KO COCA COLA CO4.1K shares11.49%2026-06-302026-07-23

COR CENCORA INC1.2K shares-0.59%2026-06-302026-07-23

VPL VANGUARD INTL EQUITY INDEX F2.9K shares30.99%2026-06-302026-07-23

ISRG INTUITIVE SURGICAL INC820 shares-1.80%2026-06-302026-07-23

VMC VULCAN MATLS CO1.0K shares-7.92%2026-06-302026-07-23

VGK VANGUARD INTL EQUITY INDEX F3.5K shares35.08%2026-06-302026-07-23

Sponsored

AXP AMERICAN EXPRESS CO902 shares1.35%2026-06-302026-07-23

LHX L3HARRIS TECHNOLOGIES INC999 shares0.00%2026-06-302026-07-23

TRGP TARGA RES CORP1.1K shares0.28%2026-06-302026-07-23

GLD SPDR GOLD TR760 shares3.40%2026-06-302026-07-23

SPDR SERIES TRUST SPDR SERIES TRUST3.2K shares-1.12%2026-06-302026-07-23

INTC INTEL CORP1.9K shares-62.47%2026-06-302026-07-23

CBRE CBRE GROUP INC2.0K shares-8.36%2026-06-302026-07-23

BAC BANK OF AMER CORP4.7K shares3.97%2026-06-302026-07-23

Sponsored

VT VANGUARD INTL EQUITY INDEX F1.7K sharesnew addition2026-06-302026-07-23

ALL ALLSTATE CORP1.1K shares2.55%2026-06-302026-07-23

QQQ INVESCO QQQ TR360 shares0.00%2026-06-302026-07-23

TFC TRUIST FINL CORP5.3K shares2.49%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW2.1K shares5.69%2026-06-302026-07-23

CDNS CADENCE DESIGN SYSTEM INC694 shares-7.34%2026-06-302026-07-23

KMB KIMBERLY-CLARK CORP2.3K shares-2.08%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC730 shares6.73%2026-06-302026-07-23

Sponsored

MCO MOODYS CORP548 shares-5.35%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS INC5.7K shares-6.70%2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC1.8K shares2.75%2026-06-302026-07-23

APPLIED MATLS INC APPLIED MATLS INC331 shares4.09%2026-06-302026-07-23

VCSH VANGUARD SCOTTSDALE FDS3.0K shares12.74%2026-06-302026-07-23

TXT TEXTRON INC2.5K shares0.24%2026-06-302026-07-23

DATADOG INC DATADOG INC893 shares342.08%2026-06-302026-07-23

ABT ABBOTT LABORATORIES2.5K shares6.23%2026-06-302026-07-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS964 shares0.31%2026-06-302026-07-23

NETFLIX INC. NETFLIX INC.3.1K shares-3.27%2026-06-302026-07-23

WMT WALMART INC1.9K shares-8.40%2026-06-302026-07-23

WTS WATTS WATER TECHNOLOGIES INC550 shares0.00%2026-06-302026-07-23

MTB M & T BK CORP895 shares0.34%2026-06-302026-07-23

WCN WASTE CONNECTIONS INC1.2K shares-14.14%2026-06-302026-07-23

AFL AFLAC INC1.7K shares0.12%2026-06-302026-07-23

ADX ADAMS DIVERSIFIED EQUITY FD7.8K shares1.91%2026-06-302026-07-23

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD747 shares15.46%2026-06-302026-07-23

GUIDEWIRE SOFTWARE INC GUIDEWIRE SOFTWARE INC1.6K shares11.72%2026-06-302026-07-23

AXSM AXSOME THERAPEUTICS INC.800 shares-34.26%2026-06-302026-07-23

IJT ISHARES TR1.1K shares0.00%2026-06-302026-07-23

IGIB ISHARES TR3.6K shares-4.20%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC247 shares3.35%2026-06-302026-07-23

MSI MOTOROLA SOLUTIONS INC452 shares7.88%2026-06-302026-07-23

MET METLIFE INC2.2K shares6.41%2026-06-302026-07-23

Sponsored

CRS CARPENTER TECHNOLOGY CORP300 shares0.00%2026-06-302026-07-23

BA BOEING CO852 shares86.84%2026-06-302026-07-23

OHI OMEGA HEALTHCARE INVS INC3.8K shares0.00%2026-06-302026-07-23

WASTE MGMT INC DEL WASTE MGMT INC DEL821 shares0.12%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC816 sharesnew addition2026-06-302026-07-23

ECG EVERUS CONSTR GROUP1.1K shares0.00%2026-06-302026-07-23

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC812 sharesnew addition2026-06-302026-07-23

NEXTERA ENERGY INC NEXTERA ENERGY INC2.0K shares-2.22%2026-06-302026-07-23

Sponsored

CARR CARRIER GLOBAL CORPORATION2.4K shares0.25%2026-06-302026-07-23

IWY ISHARES TR606 shares0.00%2026-06-302026-07-23

ECL ECOLAB INC632 shares-7.06%2026-06-302026-07-23

MKC.V MCCORMICK & CO INC3.5K shares0.00%2026-06-302026-07-23

CATH GLOBAL X FDS2.0K shares0.00%2026-06-302026-07-23

SPYG SPDR SERIES TRUST1.4K shares-34.67%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC577 shares27.65%2026-06-302026-07-23

BDX BECTON DICKINSON & CO1.1K shares0.36%2026-06-302026-07-23

Sponsored

DE DEERE & CO263 shares1.15%2026-06-302026-07-23

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP521 shares-37.53%2026-06-302026-07-23

ASTRAZENECA PLC ASTRAZENECA PLC870 shares-0.34%2026-06-302026-07-23

LAMR LAMAR ADVERTISING CO1.0K shares1.06%2026-06-302026-07-23

SLYG SPDR SERIES TRUST1.4K shares0.00%2026-06-302026-07-23

AMGN AMGEN INC445 shares18.98%2026-06-302026-07-23

HSY HERSHEY CO916 shares0.99%2026-06-302026-07-23

GLRE GREENLIGHT CAP RE LTD9.7K shares0.00%2026-06-302026-07-23

Sponsored

VFH VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-23

DIS DISNEY WALT CO1.6K shares0.13%2026-06-302026-07-23

XLE SELECT SECTOR SPDR TR2.9K shares0.03%2026-06-302026-07-23

VEA VANGUARD TAX-MANAGED FDS2.1K shares0.47%2026-06-302026-07-23

OMC OMNICOM GROUP INC2.0K shares-0.05%2026-06-302026-07-23

MGK VANGUARD WORLD FD1.7K shares400.00%2026-06-302026-07-23

BX BLACKSTONE INC1.2K shares-7.41%2026-06-302026-07-23

FNB F N B CORP7.7K shares0.00%2026-06-302026-07-23

Sponsored

VXUS VANGUARD STAR FDS1.7K shares21.72%2026-06-302026-07-23

OEF ISHARES TR392 shares0.00%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC326 shares-1.51%2026-06-302026-07-23

DFUV DIMENSIONAL ETF TRUST2.5K shares0.00%2026-06-302026-07-23

DOMINION ENERGY INC DOMINION ENERGY INC2.0K shares1.47%2026-06-302026-07-23

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC411 shares2.75%2026-06-302026-07-23

MUB ISHARES TR1.3K shares-1.65%2026-06-302026-07-23

XLK SELECT SECTOR SPDR TR708 shares0.00%2026-06-302026-07-23

Sponsored

UHAL.B U HAUL HOLDING COMPANY2.3K shares0.00%2026-06-302026-07-23

MTG MGIC INVT CORP WIS4.7K shares0.00%2026-06-302026-07-23

COF CAPITAL ONE FINL CORP657 shares-0.90%2026-06-302026-07-23

SF STIFEL FINL CORP1.9K shares0.00%2026-06-302026-07-23

DON WISDOMTREE TR2.3K shares61.35%2026-06-302026-07-23

QCOM QUALCOMM INC687 shares6.68%2026-06-302026-07-23

SERVICENOW INC SERVICENOW INC1.3K shares-29.41%2026-06-302026-07-23

FSMD FIDELITY COVINGTON TRUST2.4K shares0.00%2026-06-302026-07-23

Sponsored

LQD ISHARES TR1.1K shares0.00%2026-06-302026-07-23

LEN LENNAR CORP1.3K shares-0.30%2026-06-302026-07-23

VUG VANGUARD INDEX FDS1.4K shares500.00%2026-06-302026-07-23

SLV ISHARES SILVER TR2.2K shares0.00%2026-06-302026-07-23

COHR COHERENT CORP297 shares10.82%2026-06-302026-07-23

CMI CUMMINS INC164 shares29.13%2026-06-302026-07-23

ADM ARCHER DANIELS MIDLAND CO1.5K shares3.90%2026-06-302026-07-23

ESGU ISHARES TR704 shares0.00%2026-06-302026-07-23

Sponsored

DIA STATE STR SPDR DOW JONES IND216 shares0.00%2026-06-302026-07-23

NMAX NEWSMAX INC13.6K shares0.00%2026-06-302026-07-23

GLW CORNING INC442 shares3.03%2026-06-302026-07-23

IBIT ISHARES BITCOIN TRUST ETF3.4K shares0.87%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO325 shares-36.65%2026-06-302026-07-23

NUE NUCOR CORP502 shares0.20%2026-06-302026-07-23

EFA ISHARES TR1.1K sharesnew addition2026-06-302026-07-23

IAGG ISHARES TR2.2K shares8.44%2026-06-302026-07-23

Sponsored

RSP INVESCO EXCHANGE TRADED FD T516 shares3.82%2026-06-302026-07-23

AEE AMEREN CORP970 shares0.00%2026-06-302026-07-23

MO ALTRIA GROUP INC1.5K shares9.86%2026-06-302026-07-23

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T145 shares42.16%2026-06-302026-07-23

STEW SRH TOTAL RETURN FUND INC6.0K shares1.11%2026-06-302026-07-23

MSCI MSCI INC192 shares-8.13%2026-06-302026-07-23

FSLR FIRST SOLAR INC450 shares0.00%2026-06-302026-07-23

VPU VANGUARD WORLD FD538 shares2.87%2026-06-302026-07-23

Sponsored

MGC VANGUARD WORLD FD378 shares0.00%2026-06-302026-07-23

EFG ISHARES TR830 shares0.00%2026-06-302026-07-23

XLC SELECT SECTOR SPDR TR961 shares0.00%2026-06-302026-07-23

IWD ISHARES TR424 shares28.88%2026-06-302026-07-23

APH AMPHENOL CORP580 shares-5.69%2026-06-302026-07-23

ANET ARISTA NETWORKS INC598 shares5.65%2026-06-302026-07-23

WTAI WISDOMTREE TR2.1K shares214.14%2026-06-302026-07-23

ARGENX SE ARGENX SE107 shares3.88%2026-06-302026-07-23

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TXN TEXAS INSTRS INC327 shares0.31%2026-06-302026-07-23

PRM PERIMETER SOLUTIONS INC2.7K shares-9.61%2026-06-302026-07-23

SLB SLB LIMITED2.1K shares0.14%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC519 shares29.43%2026-06-302026-07-23

APPLOVIN CORP APPLOVIN CORP181 shares1.12%2026-06-302026-07-23

DCO DUCOMMUN INC DEL500 shares0.00%2026-06-302026-07-23

WFC WELLS FARGO & CO1.1K shares-6.31%2026-06-302026-07-23

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BMY BRISTOL-MYERS SQUIBB CO1.6K shares-4.50%2026-06-302026-07-23

IUSV ISHARES TR818 shares0.00%2026-06-302026-07-23

QLD PROSHARES TR928 shares-9.11%2026-06-302026-07-23

HWM HOWMET AEROSPACE INC331 shares0.61%2026-06-302026-07-23

DFAX DIMENSIONAL ETF TRUST2.4K shares0.00%2026-06-302026-07-23

ARM ARM HOLDINGS PLC250 shares-21.88%2026-06-302026-07-23

ETN EATON CORP PLC206 shares0.49%2026-06-302026-07-23

SOLS SOLSTICE ADVANCED MATLS INC976 shares-0.20%2026-06-302026-07-23

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TROW PRICE T ROWE GROUP INC758 shares0.13%2026-06-302026-07-23

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IVW ISHARES TR613 shares0.00%2026-06-302026-07-23

IUSG ISHARES TR438 shares0.00%2026-06-302026-07-23

ILTB ISHARES TR1.7K shares-4.90%2026-06-302026-07-23

KLAC KLA CORP272 shares988.00%2026-06-302026-07-23

SYK STRYKER CORPORATION259 shares37.04%2026-06-302026-07-23

IDV ISHARES TR2.0K sharesnew addition2026-06-302026-07-23

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OTIS OTIS WORLDWIDE CORP1.1K shares0.53%2026-06-302026-07-23

NVS NOVARTIS AG515 shares6.85%2026-06-302026-07-23

WBD WARNER BROS DISCOVERY INC3.0K shares-1.27%2026-06-302026-07-23

AMT AMERICAN TOWER CORP488 shares1.04%2026-06-302026-07-23

IAG IAMGOLD CORP5.0K sharesnew addition2026-06-302026-07-23

PEG PUBLIC SVC ENTERPRISE GROUP970 shares-0.31%2026-06-302026-07-23

TT TRANE TECHNOLOGIES PLC160 shares0.00%2026-06-302026-07-23

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JEPI J P MORGAN EXCHANGE TRADED F1.4K shares36.18%2026-06-302026-07-23

AEM AGNICO EAGLE MINES LTD504 shares-3.45%2026-06-302026-07-23

COP CONOCOPHILLIPS752 shares5.03%2026-06-302026-07-23

WEC WEC ENERGY GROUP INC669 shares-5.51%2026-06-302026-07-23

SXI STANDEX INTL CORP218 shares0.00%2026-06-302026-07-23

LASR NLIGHT INC1.1K shares0.00%2026-06-302026-07-23

S&P GLOBAL INC S&P GLOBAL INC188 shares-15.32%2026-06-302026-07-23

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RKLB ROCKET LAB CORP741 shares0.41%2026-06-302026-07-23

SOXX ISHARES TR117 shares-7.87%2026-06-302026-07-23

GOVT ISHARES TR3.3K shares0.00%2026-06-302026-07-23

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IMKTA INGLES MKTS INC800 shares0.00%2026-06-302026-07-23

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EFV ISHARES TR905 shares0.00%2026-06-302026-07-23

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PRF INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-06-302026-07-23

ACNB ACNB CORP1.1K shares0.00%2026-06-302026-07-23

ARK ETF TR ARK ETF TR466 shares0.00%2026-06-302026-07-23

KOP KOPPERS HOLDINGS INC1.5K shares0.00%2026-06-302026-07-23

SHOP SHOPIFY INC589 shares176.53%2026-06-302026-07-23

ELV ELEVANCE HEALTH INC FORMERLY174 shares7.41%2026-06-302026-07-23

VEEV VEEVA SYS INC377 shares-53.69%2026-06-302026-07-23

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PFG PRINCIPAL FINANCIAL GROUP IN614 shares6.78%2026-06-302026-07-23

IJH ISHARES TR855 shares130.46%2026-06-302026-07-23

VWO VANGUARD INTL EQUITY INDEX F1.1K shares6.98%2026-06-302026-07-23

CVS CVS HEALTH CORP626 shares10.02%2026-06-302026-07-23

NUVEEN QUALITY MUNCP INCOME NUVEEN QUALITY MUNCP INCOME5.3K shares0.00%2026-06-302026-07-23

CPRT COPART INC2.3K shares-12.39%2026-06-302026-07-23

SMCI SUPER MICRO COMPUTER INC2.2K shares2.58%2026-06-302026-07-23

EPI WISDOMTREE TR1.5K shares0.00%2026-06-302026-07-23

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DLTR DOLLAR TREE INC527 shares2.13%2026-06-302026-07-23

SBUX STARBUCKS CORP622 shares9.70%2026-06-302026-07-23

LCI INDS LCI INDS600 shares0.00%2026-06-302026-07-23

VLTO VERALTO CORP711 shares-2.07%2026-06-302026-07-23

LPL LG DISPLAY CO LTD16.0K shares100.96%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP63 shares0.00%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL63 shares6.78%2026-06-302026-07-23

WPM WHEATON PRECIOUS METALS CORP535 shares-3.08%2026-06-302026-07-23

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ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD1.3K shares15.59%2026-06-302026-07-23

VTV VANGUARD INDEX FDS274 shares0.00%2026-06-302026-07-23

EMXC ISHARES INC583 shares0.00%2026-06-302026-07-23

3M CO 3M CO368 shares-57.06%2026-06-302026-07-23

SNOWFLAKE INC SNOWFLAKE INC234 shares5.41%2026-06-302026-07-23

VNQ VANGUARD INDEX FDS616 shares-7.78%2026-06-302026-07-23

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C CITIGROUP INC418 shares128.42%2026-06-302026-07-23

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NMIH NMI HLDGS INC1.4K shares0.00%2026-06-302026-07-23

SOUTHERN CO SOUTHERN CO600 shares1.52%2026-06-302026-07-23

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS469 shares0.00%2026-06-302026-07-23

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WDC WESTERN DIGITAL CORP88 shares7.32%2026-06-302026-07-23

RPRX ROYALTY PHARMA PLC1.0K shares0.00%2026-06-302026-07-23

SPXC SPX TECHNOLOGIES INC228 shares0.00%2026-06-302026-07-23

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PSX PHILLIPS 66329 shares5.11%2026-06-302026-07-23

HBAN HUNTINGTON BANCSHARES INC3.1K shares-1.02%2026-06-302026-07-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND441 shares6.27%2026-06-302026-07-23

MYRG MYR GROUP INC108 shares-5.26%2026-06-302026-07-23

PCOR PROCORE TECHNOLOGIES INC1.3K shares-12.58%2026-06-302026-07-23

KGC KINROSS GOLD CORP2.2K shares-6.46%2026-06-302026-07-23

ARK ETF TR ARK ETF TR395 shares0.00%2026-06-302026-07-23

IYW ISHARES TR207 shares0.00%2026-06-302026-07-23

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VYM VANGUARD WHITEHALL FDS329 shares0.00%2026-06-302026-07-23

BHP BHP BILLITON LIMITED624 shares33.91%2026-06-302026-07-23

ALIBABA GROUP HLDG LTD ALIBABA GROUP HLDG LTD540 shares-0.37%2026-06-302026-07-23

HSBC HSBC HLDGS PLC531 shares7.27%2026-06-302026-07-23

XLP SELECT SECTOR SPDR TR607 shares0.66%2026-06-302026-07-23

TOST TOAST INC1.8K shares19.96%2026-06-302026-07-23

CORTEVA INC CORTEVA INC594 shares0.51%2026-06-302026-07-23

BUD ANHEUSER BUSCH INBEV SA NV605 shares159.66%2026-06-302026-07-23

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DEM WISDOMTREE TR926 sharesnew addition2026-06-302026-07-23

MDLZ MONDELEZ INTL INC861 shares2.74%2026-06-302026-07-23

IONQ INC IONQ INC931 shares28.06%2026-06-302026-07-23

NSC NORFOLK SOUTHN CORP157 shares26.61%2026-06-302026-07-23

MDLN MEDLINE INC1.3K sharesnew addition2026-06-302026-07-23

WDAY WORKDAY INC402 shares0.00%2026-06-302026-07-23

KNSL KINSALE CAP GROUP INC149 shares-45.02%2026-06-302026-07-23

IGLB ISHARES TR982 shares0.00%2026-06-302026-07-23

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CDP COPT DEFENSE PROPERTIES1.3K shares0.00%2026-06-302026-07-23

HMC HONDA MOTOR CO LTD1.8K shares184.70%2026-06-302026-07-23

TGT TARGET CORP374 shares5.95%2026-06-302026-07-23

IXJ ISHARES TR495 shares0.00%2026-06-302026-07-23

PFE PFIZER INC2.0K shares-9.39%2026-06-302026-07-23

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TTM TECHNOLOGIES INC TTM TECHNOLOGIES INC257 sharesnew addition2026-06-302026-07-23

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QBTS D-WAVE QUANTUM INC1.9K shares0.00%2026-06-302026-07-23

NEM NEWMONT CORP488 shares-4.69%2026-06-302026-07-23

BLDR BUILDERS FIRSTSOURCE INC508 shares-13.16%2026-06-302026-07-23

ITW ILLINOIS TOOL WKS INC167 shares-9.73%2026-06-302026-07-23

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CR CRANE COMPANY200 shares0.00%2026-06-302026-07-23

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TLT ISHARES TR506 shares0.00%2026-06-302026-07-23

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ORRF ORRSTOWN FINL SVCS INC1.1K shares0.00%2026-06-302026-07-23

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OKE ONEOK INC NEW489 shares-37.23%2026-06-302026-07-23

MFIC MIDCAP FINANCIAL INVSTMNT CO4.2K shares3.16%2026-06-302026-07-23

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UBS UBS GROUP AG801 shares215.35%2026-06-302026-07-23

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ORACLE CORP ORACLE CORP268 shares56.73%2026-06-302026-07-23

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CMG CHIPOTLE MEXICAN GRILL INC1.0K shares7250.00%2026-06-302026-07-23

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MFG MIZUHO FINANCIAL GROUP INC3.6K shares4.84%2026-06-302026-07-23

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SPTI SPDR SERIES TRUST1.1K shares0.00%2026-06-302026-07-23

QUAL ISHARES TR143 shares0.00%2026-06-302026-07-23

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ALPS ETF TR ALPS ETF TR600 shares0.00%2026-06-302026-07-23

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GSK PLC GSK PLC587 shares8.70%2026-06-302026-07-23

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OXY OCCIDENTAL PETE CORP611 shares3.56%2026-06-302026-07-23

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DEXCOM INC DEXCOM INC434 shares0.00%2026-06-302026-07-23

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FREEPORT MCMORAN INC FREEPORT MCMORAN INC363 shares1.97%2026-06-302026-07-23

MUFG MITSUBISHI UFJ FINANCIAL GRO1.1K shares6.84%2026-06-302026-07-23

CM CANADIAN IMPERIAL BANK OF CO196 shares6.52%2026-06-302026-07-23

SHEL SHELL PLC289 shares-22.10%2026-06-302026-07-23

SCHX

SCHWAB STRATEGIC TR

1.44%

Shares5.3M

Event2026-06-30

Filed2026-07-23

DUHP

DIMENSIONAL ETF TRUST

3.48%

Shares2.1M

Event2026-06-30

Filed2026-07-23

MFDX

PIMCO EQUITY SER

1.10%

Shares1.7M

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB STRATEGIC TR

3.71%

Shares1.9M

Event2026-06-30

Filed2026-07-23

DIHP

DIMENSIONAL ETF TRUST

5.27%

Shares1.3M

Event2026-06-30

Filed2026-07-23

SHV

ISHARES TR

5.79%

Shares347.8K

Event2026-06-30

Filed2026-07-23

VTIP

VANGUARD MALVERN FDS

4.64%

Shares738.7K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL ETF TRUST

2.49%

Shares433.1K

Event2026-06-30

Filed2026-07-23

FNDB

SCHWAB STRATEGIC TR

3.74%

Shares1.1M

Event2026-06-30

Filed2026-07-23

SHY

ISHARES TR

1.65%

Shares328.6K

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

-1.64%

Shares76.0K

Event2026-06-30

Filed2026-07-23

FLQM

FRANKLIN TEMPLETON ETF TR

0.87%

Shares379.3K

Event2026-06-30

Filed2026-07-23

PULS

PGIM ETF TR

7.92%

Shares427.2K

Event2026-06-30

Filed2026-07-23

FNDE

SCHWAB STRATEGIC TR

4.43%

Shares473.8K

Event2026-06-30

Filed2026-07-23

TCAF

T ROWE PRICE EXCHANGE-TRADED

2.77%

Shares456.2K

Event2026-06-30

Filed2026-07-23

MFUS

PIMCO EQUITY SER

4.75%

Shares276.0K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB STRATEGIC TR

3.22%

Shares426.8K

Event2026-06-30

Filed2026-07-23

FNDF

SCHWAB STRATEGIC TR

2.72%

Shares247.9K

Event2026-06-30

Filed2026-07-23

GMF

SPDR INDEX SHS FDS

-0.30%

Shares67.2K

Event2026-06-30

Filed2026-07-23

MKC

MCCORMICK & CO INC

-1.88%

Shares180.0K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION

5.53%

Shares28.9K

Event2026-06-30

Filed2026-07-23

10X GENOMICS INC

-19.24%

Shares126.4K

Event2026-06-30

Filed2026-07-23

PATK

PATRICK INDS INC

0.00%

Shares52.6K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD INDEX FDS

-0.37%

Shares6.4K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB STRATEGIC TR

6.97%

Shares114.4K

Event2026-06-30

Filed2026-07-23

DFAT

DIMENSIONAL ETF TRUST

6.55%

Shares44.1K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC

-0.47%

Shares12.4K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT CORP

-0.74%

Shares8.0K

Event2026-06-30

Filed2026-07-23

ISHARES TR

-0.46%

Shares3.9K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC

-0.28%

Shares7.8K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON COM INC

0.64%

Shares11.4K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC

17.94%

Shares7.3K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC

3.46%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SPGM

SPDR INDEX SHS FDS

-61.30%

Shares26.0K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD WORLD FD

725.01%

Shares16.5K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB STRATEGIC TR

0.07%

Shares53.1K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO

-1.04%

Shares1.2K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION

1.13%

Shares7.3K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO

-0.78%

Shares4.1K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA INC

10.72%

Shares3.1K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY INC

3.36%

Shares1.0K

Event2026-06-30

Filed2026-07-23

CWI

SPDR INDEX SHS FDS

0.15%

Shares29.7K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR

-0.04%

Shares7.3K

Event2026-06-30

Filed2026-07-23

HPE

HEWLETT PACKARD ENTERPRISE C

0.09%

Shares26.3K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORPORATION

-0.96%

Shares1.2K

Event2026-06-30

Filed2026-07-23

MASTERCARD INCORPORATED

-1.96%

Shares2.2K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.31%

Shares2.2K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO

-0.87%

Shares7.4K

Event2026-06-30

Filed2026-07-23

UPS

UNITED PARCEL SVCS INC

0.11%

Shares9.9K

Event2026-06-30

Filed2026-07-23

EXXON MOBIL CORP

-0.49%

Shares7.7K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP

5.19%

Shares2.4K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB STRATEGIC TR

-0.91%

Shares28.1K

Event2026-06-30

Filed2026-07-23

SCHW

SCHWAB CHARLES CORP

-2.02%

Shares11.0K

Event2026-06-30

Filed2026-07-23

BLACKSTONE MORTGAGE TRUST IN

5.45%

Shares1.0M

Event2026-06-30

Filed2026-07-23

MGP INGREDIENTS INC NEW

4.43%

Shares1.0M

Event2026-06-30

Filed2026-07-23

SAREPTA THERAPEUTICS INC

4.80%

Shares1.0M

Event2026-06-30

Filed2026-07-23

FAST

FASTENAL CO

0.02%

Shares20.6K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

0.54%

Shares7.6K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC

20.27%

Shares1.7K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON

4.06%

Shares3.7K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-23

VANGUARD INDEX FDS

8.04%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB STRATEGIC TR

0.27%

Shares23.0K

Event2026-06-30

Filed2026-07-23

PEBBLEBROOK HOTEL TR

-5.37%

Shares846.0K

Event2026-06-30

Filed2026-07-23

ABBVIE INC

3.19%

Shares3.2K

Event2026-06-30

Filed2026-07-23

VISA INC

-1.19%

Shares2.3K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

0.15%

Shares16.0K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW

-0.04%

Shares5.0K

Event2026-06-30

Filed2026-07-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-23

HOME DEPOT INC

0.49%

Shares2.0K

Event2026-06-30

Filed2026-07-23

URI

UNITED RENTALS INC

0.00%

Shares636

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFAC

21.23%

Shares1.4K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION

3.67%

Shares3.9K

Event2026-06-30

Filed2026-07-23

VIS

VANGUARD WORLD FD

7.43%

Shares1.8K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP

-4.94%

Shares2.4K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC

12.36%

Shares1.1K

Event2026-06-30

Filed2026-07-23

DOCU

DOCUSIGN INC

0.00%

Shares13.8K

Event2026-06-30

Filed2026-07-23

IBM

INTERNATIONAL BUSINESS MACHS

0.70%

Shares2.1K

Event2026-06-30

Filed2026-07-23

BLOOM ENERGY CORP

-25.15%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SNAP INC

-6.41%

Shares613.0K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV

-5.28%

Shares287

Event2026-06-30

Filed2026-07-23

MLCI

MOUNT LOGAN CAP INC

-5.44%

Shares165.4K

Event2026-06-30

Filed2026-07-23

RDFN

REDFIN CORP

-4.73%

Shares564.0K

Event2026-06-30

Filed2026-07-23

EXC

EXELON CORP

0.35%

Shares11.6K

Event2026-06-30

Filed2026-07-23

BAND

BANDWIDTH INC

-6.37%

Shares573.0K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES TR

300.39%

Shares4.1K

Event2026-06-30

Filed2026-07-23

XLY

SELECT SECTOR SPDR TR

5.47%

Shares4.3K

Event2026-06-30

Filed2026-07-23

HEI.A

HEICO CORP NEW

-2.14%

Shares1.9K

Event2026-06-30

Filed2026-07-23

BROADCOM INC

5.48%

Shares1.3K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD CHARLOTTE FDS

0.16%

Shares9.8K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP INC

3.75%

Shares1.1K

Event2026-06-30

Filed2026-07-23

VHT

VANGUARD WORLD FD

23.17%

Shares1.6K

Event2026-06-30

Filed2026-07-23

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares18.7K

Event2026-06-30

Filed2026-07-23

MPWR

MONOLITHIC PWR SYS INC

-10.57%

Shares313

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

6.91%

Shares3.6K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC

0.38%

Shares796

Event2026-06-30

Filed2026-07-23

DHR

DANAHER CORP DEL

-7.60%

Shares2.1K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC

-3.92%

Shares2.9K

Event2026-06-30

Filed2026-07-23

SPECTRUM BRANDS INC

0.00%

Shares378.0K

Event2026-06-30

Filed2026-07-23

TDG

TRANSDIGM GROUP INC

-2.38%

Shares287

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

0.00%

Shares373

Event2026-06-30

Filed2026-07-23

MMC

MARSH & MCLENNAN COS INC

-0.63%

Shares2.2K

Event2026-06-30

Filed2026-07-23

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-23

SCCO

SOUTHERN COPPER CORP

1.53%

Shares2.1K

Event2026-06-30

Filed2026-07-23

WSBC

WESBANCO INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES TR

-0.13%

Shares2.4K

Event2026-06-30

Filed2026-07-23

UBER

UBER TECHNOLOGIES INC

-9.75%

Shares4.9K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE

0.53%

Shares941

Event2026-06-30

Filed2026-07-23

AT&T INC

-3.06%

Shares16.9K

Event2026-06-30

Filed2026-07-23

RPG

INVESCO EXCHANGE TRADED FD T

0.04%

Shares5.4K

Event2026-06-30

Filed2026-07-23

AME

AMETEK INC

0.36%

Shares1.4K

Event2026-06-30

Filed2026-07-23

EGY

VAALCO ENERGY INC

0.00%

Shares66.9K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC

0.35%

Shares289

Event2026-06-30

Filed2026-07-23

COCA COLA CO

11.49%

Shares4.1K

Event2026-06-30

Filed2026-07-23

COR

CENCORA INC

-0.59%

Shares1.2K

Event2026-06-30

Filed2026-07-23

VPL

VANGUARD INTL EQUITY INDEX F

30.99%

Shares2.9K

Event2026-06-30

Filed2026-07-23

ISRG

INTUITIVE SURGICAL INC

-1.80%

Shares820

Event2026-06-30

Filed2026-07-23

VMC

VULCAN MATLS CO

-7.92%

Shares1.0K

Event2026-06-30

Filed2026-07-23

VGK

VANGUARD INTL EQUITY INDEX F

35.08%

Shares3.5K

Event2026-06-30

Filed2026-07-23

AXP

AMERICAN EXPRESS CO

1.35%

Shares902

Event2026-06-30

Filed2026-07-23

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares999

Event2026-06-30

Filed2026-07-23

TRGP

TARGA RES CORP

0.28%

Shares1.1K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD TR

3.40%

Shares760

Event2026-06-30

Filed2026-07-23

SPDR SERIES TRUST

-1.12%

Shares3.2K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP

-62.47%

Shares1.9K

Event2026-06-30

Filed2026-07-23

CBRE

CBRE GROUP INC

-8.36%

Shares2.0K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP

3.97%

Shares4.7K

Event2026-06-30

Filed2026-07-23

VANGUARD INTL EQUITY INDEX F

New

Shares1.7K

Event2026-06-30

Filed2026-07-23

ALL

ALLSTATE CORP

2.55%

Shares1.1K

Event2026-06-30

Filed2026-07-23

QQQ

INVESCO QQQ TR

0.00%

Shares360

Event2026-06-30

Filed2026-07-23

TFC

TRUIST FINL CORP

2.49%

Shares5.3K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW

5.69%

Shares2.1K

Event2026-06-30

Filed2026-07-23

CDNS

CADENCE DESIGN SYSTEM INC

-7.34%

Shares694

Event2026-06-30

Filed2026-07-23

KMB

KIMBERLY-CLARK CORP

-2.08%

Shares2.3K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC

6.73%

Shares730

Event2026-06-30

Filed2026-07-23

MCO

MOODYS CORP

-5.35%

Shares548

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS INC

-6.70%

Shares5.7K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC

2.75%

Shares1.8K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC

4.09%

Shares331

Event2026-06-30

Filed2026-07-23

VCSH

VANGUARD SCOTTSDALE FDS

12.74%

Shares3.0K

Event2026-06-30

Filed2026-07-23

TXT

TEXTRON INC

0.24%

Shares2.5K

Event2026-06-30

Filed2026-07-23

DATADOG INC

342.08%

Shares893

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES

6.23%

Shares2.5K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD SPECIALIZED FUNDS

0.31%

Shares964

Event2026-06-30

Filed2026-07-23

NETFLIX INC.

-3.27%

Shares3.1K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC

-8.40%

Shares1.9K

Event2026-06-30

Filed2026-07-23

WTS

WATTS WATER TECHNOLOGIES INC

0.00%

Shares550

Event2026-06-30

Filed2026-07-23

MTB

M & T BK CORP

0.34%

Shares895

Event2026-06-30

Filed2026-07-23

WCN

WASTE CONNECTIONS INC

-14.14%

Shares1.2K

Event2026-06-30

Filed2026-07-23

AFL

AFLAC INC

0.12%

Shares1.7K

Event2026-06-30

Filed2026-07-23

ADX

ADAMS DIVERSIFIED EQUITY FD

1.91%

Shares7.8K

Event2026-06-30

Filed2026-07-23

FDN

FIRST TR EXCHANGE-TRADED FD

15.46%

Shares747

Event2026-06-30

Filed2026-07-23

GUIDEWIRE SOFTWARE INC

11.72%

Shares1.6K

Event2026-06-30

Filed2026-07-23

AXSM

AXSOME THERAPEUTICS INC.

-34.26%

Shares800

Event2026-06-30

Filed2026-07-23

IJT

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

IGIB

ISHARES TR

-4.20%

Shares3.6K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC

3.35%

Shares247

Event2026-06-30

Filed2026-07-23

MSI

MOTOROLA SOLUTIONS INC

7.88%

Shares452

Event2026-06-30

Filed2026-07-23

MET

METLIFE INC

6.41%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

BOEING CO

86.84%

Shares852

Event2026-06-30

Filed2026-07-23

OHI

OMEGA HEALTHCARE INVS INC

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL

0.12%

Shares821

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares816

Event2026-06-30

Filed2026-07-23

ECG

EVERUS CONSTR GROUP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC

New

Shares812

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC

-2.22%

Shares2.0K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-23

IWY

ISHARES TR

0.00%

Shares606

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC

-7.06%

Shares632

Event2026-06-30

Filed2026-07-23

MKC.V

MCCORMICK & CO INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-23

CATH

GLOBAL X FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-23

SPYG

SPDR SERIES TRUST

-34.67%

Shares1.4K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC

27.65%

Shares577

Event2026-06-30

Filed2026-07-23

BDX

BECTON DICKINSON & CO

0.36%

Shares1.1K

Event2026-06-30

Filed2026-07-23

DEERE & CO

1.15%

Shares263

Event2026-06-30

Filed2026-07-23

ROYAL CARIBBEAN GROUP

-37.53%

Shares521

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC

-0.34%

Shares870

Event2026-06-30

Filed2026-07-23

LAMR

LAMAR ADVERTISING CO

1.06%

Shares1.0K

Event2026-06-30

Filed2026-07-23

SLYG

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

18.98%

Shares445

Event2026-06-30

Filed2026-07-23

HSY

HERSHEY CO

0.99%

Shares916

Event2026-06-30

Filed2026-07-23

GLRE

GREENLIGHT CAP RE LTD

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-23

VFH

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO

0.13%

Shares1.6K

Event2026-06-30

Filed2026-07-23

XLE

SELECT SECTOR SPDR TR

0.03%

Shares2.9K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD TAX-MANAGED FDS

0.47%

Shares2.1K

Event2026-06-30

Filed2026-07-23

OMC

OMNICOM GROUP INC

-0.05%

Shares2.0K

Event2026-06-30

Filed2026-07-23

MGK

VANGUARD WORLD FD

400.00%

Shares1.7K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC

-7.41%

Shares1.2K

Event2026-06-30

Filed2026-07-23

FNB

F N B CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD STAR FDS

21.72%

Shares1.7K

Event2026-06-30

Filed2026-07-23

OEF

ISHARES TR

0.00%

Shares392

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC

-1.51%

Shares326

Event2026-06-30

Filed2026-07-23

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-23

DOMINION ENERGY INC

1.47%

Shares2.0K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC

2.75%

Shares411

Event2026-06-30

Filed2026-07-23

MUB

ISHARES TR

-1.65%

Shares1.3K

Event2026-06-30

Filed2026-07-23

XLK

SELECT SECTOR SPDR TR

0.00%

Shares708

Event2026-06-30

Filed2026-07-23

UHAL.B

U HAUL HOLDING COMPANY

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-23

MTG

MGIC INVT CORP WIS

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINL CORP

-0.90%

Shares657

Event2026-06-30

Filed2026-07-23

STIFEL FINL CORP

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

DON

WISDOMTREE TR

61.35%

Shares2.3K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

6.68%

Shares687

Event2026-06-30

Filed2026-07-23

SERVICENOW INC

-29.41%

Shares1.3K

Event2026-06-30

Filed2026-07-23

FSMD

FIDELITY COVINGTON TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

LQD

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

LEN

LENNAR CORP

-0.30%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD INDEX FDS

500.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

SLV

ISHARES SILVER TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-23

COHR

COHERENT CORP

10.82%

Shares297

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC

29.13%

Shares164

Event2026-06-30

Filed2026-07-23

ADM

ARCHER DANIELS MIDLAND CO

3.90%

Shares1.5K

Event2026-06-30

Filed2026-07-23

ESGU

ISHARES TR

0.00%

Shares704

Event2026-06-30

Filed2026-07-23

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares216

Event2026-06-30

Filed2026-07-23

NMAX

NEWSMAX INC

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC

3.03%

Shares442

Event2026-06-30

Filed2026-07-23

IBIT

ISHARES BITCOIN TRUST ETF

0.87%

Shares3.4K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO

-36.65%

Shares325

Event2026-06-30

Filed2026-07-23

NUE

NUCOR CORP

0.20%

Shares502

Event2026-06-30

Filed2026-07-23

EFA

ISHARES TR

New

Shares1.1K

Event2026-06-30

Filed2026-07-23

IAGG

ISHARES TR

8.44%

Shares2.2K

Event2026-06-30

Filed2026-07-23

RSP

INVESCO EXCHANGE TRADED FD T

3.82%

Shares516

Event2026-06-30

Filed2026-07-23

AEE

AMEREN CORP

0.00%

Shares970

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC

9.86%

Shares1.5K

Event2026-06-30

Filed2026-07-23

STATE STR SPDR S&P 500 ETF T

42.16%

Shares145

Event2026-06-30

Filed2026-07-23

STEW

SRH TOTAL RETURN FUND INC

1.11%

Shares6.0K

Event2026-06-30

Filed2026-07-23

MSCI

MSCI INC

-8.13%

Shares192

Event2026-06-30

Filed2026-07-23

FSLR

FIRST SOLAR INC

0.00%

Shares450

Event2026-06-30

Filed2026-07-23

VPU

VANGUARD WORLD FD

2.87%

Shares538

Event2026-06-30

Filed2026-07-23

MGC

VANGUARD WORLD FD

0.00%

Shares378

Event2026-06-30

Filed2026-07-23

EFG

ISHARES TR

0.00%

Shares830

Event2026-06-30

Filed2026-07-23

XLC

SELECT SECTOR SPDR TR

0.00%

Shares961

Event2026-06-30

Filed2026-07-23

IWD

ISHARES TR

28.88%

Shares424

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP

-5.69%

Shares580

Event2026-06-30

Filed2026-07-23

ANET

ARISTA NETWORKS INC

5.65%

Shares598

Event2026-06-30

Filed2026-07-23

WTAI

WISDOMTREE TR

214.14%

Shares2.1K

Event2026-06-30

Filed2026-07-23

ARGENX SE

3.88%

Shares107

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC

0.31%

Shares327

Event2026-06-30

Filed2026-07-23

PRM

PERIMETER SOLUTIONS INC

-9.61%

Shares2.7K

Event2026-06-30

Filed2026-07-23

SLB

SLB LIMITED

0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

29.43%

Shares519

Event2026-06-30

Filed2026-07-23

APPLOVIN CORP

1.12%

Shares181

Event2026-06-30

Filed2026-07-23

DCO

DUCOMMUN INC DEL

0.00%

Shares500

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO

-6.31%

Shares1.1K

Event2026-06-30

Filed2026-07-23

NFG

NATIONAL FUEL GAS CO

-1.50%

Shares1.2K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO

-4.50%

Shares1.6K

Event2026-06-30

Filed2026-07-23

IUSV

ISHARES TR

0.00%

Shares818

Event2026-06-30

Filed2026-07-23

QLD

PROSHARES TR

-9.11%

Shares928

Event2026-06-30

Filed2026-07-23

HWM

HOWMET AEROSPACE INC

0.61%

Shares331

Event2026-06-30

Filed2026-07-23

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-23

ARM

ARM HOLDINGS PLC

-21.88%

Shares250

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC

0.49%

Shares206

Event2026-06-30

Filed2026-07-23

SOLS

SOLSTICE ADVANCED MATLS INC

-0.20%

Shares976

Event2026-06-30

Filed2026-07-23

TROW

PRICE T ROWE GROUP INC

0.13%

Shares758

Event2026-06-30

Filed2026-07-23

SIMO

SILICON MOTION TECHNOLOGY CO

137.38%

Shares254

Event2026-06-30

Filed2026-07-23

IVW

ISHARES TR

0.00%

Shares613

Event2026-06-30

Filed2026-07-23

IUSG

ISHARES TR

0.00%

Shares438

Event2026-06-30

Filed2026-07-23

ILTB

ISHARES TR

-4.90%

Shares1.7K

Event2026-06-30

Filed2026-07-23

KLAC

KLA CORP

988.00%

Shares272

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORPORATION

37.04%

Shares259

Event2026-06-30

Filed2026-07-23

IDV

ISHARES TR

New

Shares2.0K

Event2026-06-30

Filed2026-07-23

XEL

XCEL ENERGY INC

1.92%

Shares1.0K

Event2026-06-30

Filed2026-07-23

OTIS

OTIS WORLDWIDE CORP

0.53%

Shares1.1K

Event2026-06-30

Filed2026-07-23

NVS

NOVARTIS AG

6.85%

Shares515

Event2026-06-30

Filed2026-07-23

WBD

WARNER BROS DISCOVERY INC

-1.27%

Shares3.0K

Event2026-06-30

Filed2026-07-23

AMT

AMERICAN TOWER CORP

1.04%

Shares488

Event2026-06-30

Filed2026-07-23

IAG

IAMGOLD CORP

New

Shares5.0K

Event2026-06-30

Filed2026-07-23

PEG

PUBLIC SVC ENTERPRISE GROUP

-0.31%

Shares970

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC

0.00%

Shares160

Event2026-06-30

Filed2026-07-23

JEPI

J P MORGAN EXCHANGE TRADED F

36.18%

Shares1.4K

Event2026-06-30

Filed2026-07-23

AEM

AGNICO EAGLE MINES LTD

-3.45%

Shares504

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS

5.03%

Shares752

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC

-5.51%

Shares669

Event2026-06-30

Filed2026-07-23

SXI

STANDEX INTL CORP

0.00%

Shares218

Event2026-06-30

Filed2026-07-23

LASR

NLIGHT INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC

-15.32%

Shares188

Event2026-06-30

Filed2026-07-23

THE CIGNA GROUP

-2.14%

Shares275

Event2026-06-30

Filed2026-07-23

RKLB

ROCKET LAB CORP

0.41%

Shares741

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES TR

-7.87%

Shares117

Event2026-06-30

Filed2026-07-23

GOVT

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES TR

0.00%

Shares316

Event2026-06-30

Filed2026-07-23

IMKTA

INGLES MKTS INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-23

COLGATE PALMOLIVE CO

12.06%

Shares771

Event2026-06-30

Filed2026-07-23

EFV

ISHARES TR

0.00%

Shares905

Event2026-06-30

Filed2026-07-23

OUST

OUSTER INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

TSPA

T ROWE PRICE EXCHANGE-TRADED

New

Shares1.4K

Event2026-06-30

Filed2026-07-23

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

ACNB

ACNB CORP

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

ARK ETF TR

0.00%

Shares466

Event2026-06-30

Filed2026-07-23

KOP

KOPPERS HOLDINGS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC

176.53%

Shares589

Event2026-06-30

Filed2026-07-23

ELV

ELEVANCE HEALTH INC FORMERLY

7.41%

Shares174

Event2026-06-30

Filed2026-07-23

VEEV

VEEVA SYS INC

-53.69%

Shares377

Event2026-06-30

Filed2026-07-23

PFG

PRINCIPAL FINANCIAL GROUP IN

6.78%

Shares614

Event2026-06-30

Filed2026-07-23

IJH

ISHARES TR

130.46%

Shares855

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD INTL EQUITY INDEX F

6.98%

Shares1.1K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP

10.02%

Shares626

Event2026-06-30

Filed2026-07-23

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-23

CPRT

COPART INC

-12.39%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SMCI

SUPER MICRO COMPUTER INC

2.58%

Shares2.2K

Event2026-06-30

Filed2026-07-23

EPI

WISDOMTREE TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-23

DLTR

DOLLAR TREE INC

2.13%

Shares527

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

9.70%

Shares622

Event2026-06-30

Filed2026-07-23

LCI INDS

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

VLTO

VERALTO CORP

-2.07%

Shares711

Event2026-06-30

Filed2026-07-23

LPL

LG DISPLAY CO LTD

100.96%

Shares16.0K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP

0.00%

Shares63

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PL

6.78%

Shares63

Event2026-06-30

Filed2026-07-23

WPM

WHEATON PRECIOUS METALS CORP

-3.08%

Shares535

Event2026-06-30

Filed2026-07-23

ASE TECHNOLOGY HLDG CO LTD

15.59%

Shares1.3K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD INDEX FDS

0.00%

Shares274

Event2026-06-30

Filed2026-07-23

EMXC

ISHARES INC

0.00%

Shares583

Event2026-06-30

Filed2026-07-23

3M CO

-57.06%

Shares368

Event2026-06-30

Filed2026-07-23

SNOWFLAKE INC

5.41%

Shares234

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD INDEX FDS

-7.78%

Shares616

Event2026-06-30

Filed2026-07-23

FORD MTR CO

-23.38%

Shares4.2K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

128.42%

Shares418

Event2026-06-30

Filed2026-07-23

NMIH

NMI HLDGS INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO

1.52%

Shares600

Event2026-06-30

Filed2026-07-23

VANGUARD SCOTTSDALE FDS

0.00%

Shares469

Event2026-06-30

Filed2026-07-23

ERIE

ERIE INDTY CO

0.00%

Shares236

Event2026-06-30

Filed2026-07-23

WDC

WESTERN DIGITAL CORP

7.32%

Shares88

Event2026-06-30

Filed2026-07-23

RPRX

ROYALTY PHARMA PLC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares228

Event2026-06-30

Filed2026-07-23

WAT

WATERS CORP

-0.67%

Shares149

Event2026-06-30

Filed2026-07-23

PSX

PHILLIPS 66

5.11%

Shares329

Event2026-06-30

Filed2026-07-23

HBAN

HUNTINGTON BANCSHARES INC

-1.02%

Shares3.1K

Event2026-06-30

Filed2026-07-23

ACCENTURE PLC IRELAND

6.27%

Shares441

Event2026-06-30

Filed2026-07-23

MYRG

MYR GROUP INC

-5.26%

Shares108

Event2026-06-30

Filed2026-07-23

PCOR

PROCORE TECHNOLOGIES INC

-12.58%

Shares1.3K

Event2026-06-30

Filed2026-07-23

KGC

KINROSS GOLD CORP

-6.46%

Shares2.2K

Event2026-06-30

Filed2026-07-23

ARK ETF TR

0.00%

Shares395

Event2026-06-30

Filed2026-07-23

IYW

ISHARES TR

0.00%

Shares207

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares329

Event2026-06-30

Filed2026-07-23

BHP

BHP BILLITON LIMITED

33.91%

Shares624

Event2026-06-30

Filed2026-07-23

ALIBABA GROUP HLDG LTD

-0.37%

Shares540

Event2026-06-30

Filed2026-07-23

HSBC

HSBC HLDGS PLC

7.27%

Shares531

Event2026-06-30

Filed2026-07-23

XLP

SELECT SECTOR SPDR TR

0.66%

Shares607

Event2026-06-30

Filed2026-07-23

TOST

TOAST INC

19.96%

Shares1.8K

Event2026-06-30

Filed2026-07-23

CORTEVA INC

0.51%

Shares594

Event2026-06-30

Filed2026-07-23

BUD

ANHEUSER BUSCH INBEV SA NV

159.66%

Shares605

Event2026-06-30

Filed2026-07-23

DEM

WISDOMTREE TR

New

Shares926

Event2026-06-30

Filed2026-07-23

MDLZ

MONDELEZ INTL INC

2.74%

Shares861

Event2026-06-30

Filed2026-07-23

IONQ INC

28.06%

Shares931

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHN CORP

26.61%

Shares157

Event2026-06-30

Filed2026-07-23

MDLN

MEDLINE INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

WDAY

WORKDAY INC

0.00%

Shares402

Event2026-06-30

Filed2026-07-23

KNSL

KINSALE CAP GROUP INC

-45.02%

Shares149

Event2026-06-30

Filed2026-07-23

IGLB

ISHARES TR

0.00%

Shares982

Event2026-06-30

Filed2026-07-23

CDP

COPT DEFENSE PROPERTIES

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-23

HMC

HONDA MOTOR CO LTD

184.70%

Shares1.8K

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORP

5.95%

Shares374

Event2026-06-30

Filed2026-07-23

IXJ

ISHARES TR

0.00%

Shares495

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC

-9.39%

Shares2.0K

Event2026-06-30

Filed2026-07-23

LDOS

LEIDOS HOLDINGS INC

1.73%

Shares470

Event2026-06-30

Filed2026-07-23

TTM TECHNOLOGIES INC

New

Shares257

Event2026-06-30

Filed2026-07-23

AGX

ARGAN INC

New

Shares59

Event2026-06-30

Filed2026-07-23

TAK

TAKEDA PHARMACEUTICAL CO LTD

10.15%

Shares2.9K

Event2026-06-30

Filed2026-07-23

CIEN

CIENA CORP

850.00%

Shares95

Event2026-06-30

Filed2026-07-23

QBTS

D-WAVE QUANTUM INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-23

NEM

NEWMONT CORP

-4.69%

Shares488

Event2026-06-30

Filed2026-07-23

BLDR

BUILDERS FIRSTSOURCE INC

-13.16%

Shares508

Event2026-06-30

Filed2026-07-23

ITW

ILLINOIS TOOL WKS INC

-9.73%

Shares167

Event2026-06-30

Filed2026-07-23

EMN

EASTMAN CHEM CO

0.00%

Shares673

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP

0.79%

Shares127

Event2026-06-30

Filed2026-07-23

CRANE COMPANY

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

FCBC

FIRST CMNTY BANKSHARES INC V

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

MPC

MARATHON PETE CORP

-1.70%

Shares173

Event2026-06-30

Filed2026-07-23

VCR

VANGUARD WORLD FD

1.83%

Shares111

Event2026-06-30

Filed2026-07-23

TLT

ISHARES TR

0.00%

Shares506

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO

2.38%

Shares129

Event2026-06-30

Filed2026-07-23

ORRF

ORRSTOWN FINL SVCS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

WELL

WELLTOWER INC

1.08%

Shares188

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW

-37.23%

Shares489

Event2026-06-30

Filed2026-07-23

MFIC

MIDCAP FINANCIAL INVSTMNT CO

3.16%

Shares4.2K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES INC

0.00%

Shares511

Event2026-06-30

Filed2026-07-23

REG

REGENCY CTRS CORP

0.00%

Shares526

Event2026-06-30

Filed2026-07-23

OKLO

OKLO INC

0.00%

Shares800

Event2026-06-30

Filed2026-07-23

NVT

NVENT ELEC PLC

1431.25%

Shares245

Event2026-06-30

Filed2026-07-23

AVY

AVERY DENNISON CORP

-28.53%

Shares253

Event2026-06-30

Filed2026-07-23

CNR

CORE NATURAL RESOURCES INC

0.00%

Shares513

Event2026-06-30

Filed2026-07-23

UBS

UBS GROUP AG

215.35%

Shares801

Event2026-06-30

Filed2026-07-23

SPYV

SPDR SERIES TRUST

0.00%

Shares651

Event2026-06-30

Filed2026-07-23

ORACLE CORP

56.73%

Shares268

Event2026-06-30

Filed2026-07-23

JOE

ST JOE CO

0.00%

Shares625

Event2026-06-30

Filed2026-07-23

SNDK

SANDISK CORP

6.25%

Shares17

Event2026-06-30

Filed2026-07-23

BVN

COMPANIA DE MINAS BUENAVENTU

New

Shares1.3K

Event2026-06-30

Filed2026-07-23

TPC

TUTOR PERINI CORP

New

Shares460

Event2026-06-30

Filed2026-07-23

NXP SEMICONDUCTORS N V

0.75%

Shares135

Event2026-06-30

Filed2026-07-23

CMCSA

COMCAST CORP NEW

-7.49%

Shares1.5K

Event2026-06-30

Filed2026-07-23

IOO

ISHARES TR

0.00%

Shares275

Event2026-06-30

Filed2026-07-23

IAK

ISHARES TR

0.00%

Shares265

Event2026-06-30

Filed2026-07-23

FDX

FEDEX CORP

5.56%

Shares114

Event2026-06-30

Filed2026-07-23

RNR

RENAISSANCERE HLDGS LTD

0.00%

Shares113

Event2026-06-30

Filed2026-07-23

SCL

STEPAN CO

0.78%

Shares643

Event2026-06-30

Filed2026-07-23

WORLD GOLD TR

0.00%

Shares450

Event2026-06-30

Filed2026-07-23

SPACE EXPLORATION TECHN CORP

New

Shares206

Event2026-06-30

Filed2026-07-23

SHBI

SHORE BANCSHARES INC

-6.13%

Shares1.5K

Event2026-06-30

Filed2026-07-23

CMG

CHIPOTLE MEXICAN GRILL INC

7250.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

PFF

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

INSW

INTERNATIONAL SEAWAYS INC

New

Shares452

Event2026-06-30

Filed2026-07-23

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares814

Event2026-06-30

Filed2026-07-23

BNTX

BIONTECH SE

0.00%

Shares370

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED

18.82%

Shares101

Event2026-06-30

Filed2026-07-23

SPIRE INC

0.00%

Shares439

Event2026-06-30

Filed2026-07-23

MFG

MIZUHO FINANCIAL GROUP INC

4.84%

Shares3.6K

Event2026-06-30

Filed2026-07-23

IWS

ISHARES TR

0.00%

Shares207

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY

110.39%

Shares162

Event2026-06-30

Filed2026-07-23

BANCO SANTANDER SA

24.09%

Shares2.4K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

-3.96%

Shares267

Event2026-06-30

Filed2026-07-23

DHS

WISDOMTREE TR

0.00%

Shares295

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC

9.43%

Shares615

Event2026-06-30

Filed2026-07-23

EGBN

EAGLE BANCORPORATION INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

TEN

TSAKOS ENERGY NAVIGATION LTD

New

Shares926

Event2026-06-30

Filed2026-07-23

KB FINL GROUP INC

72.63%

Shares309

Event2026-06-30

Filed2026-07-23

WOLF

WOLFSPEED INC

0.00%

Shares668

Event2026-06-30

Filed2026-07-23

SPMB

SPDR SERIES TRUST

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

ITA

ISHARES TR

0.00%

Shares132

Event2026-06-30

Filed2026-07-23

AMTM

AMENTUM HOLDINGS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-23

SGDJ

SPROTT ETF TRUST

0.00%

Shares423

Event2026-06-30

Filed2026-07-23

NGG

NATIONAL GRID PLC

8.45%

Shares385

Event2026-06-30

Filed2026-07-23

SPTL

SPDR SERIES TRUST

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-23

CCJ

CAMECO CORP

-1.57%

Shares313

Event2026-06-30

Filed2026-07-23

QNITY ELECTRONICS INC

57.72%

Shares194

Event2026-06-30

Filed2026-07-23

MP MATERIALS CORP

1.44%

Shares565

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares871

Event2026-06-30

Filed2026-07-23

NMR

NOMURA HLDGS INC

80.05%

Shares3.6K

Event2026-06-30

Filed2026-07-23

SPTI

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

QUAL

ISHARES TR

0.00%

Shares143

Event2026-06-30

Filed2026-07-23

TTE

TOTALENERGIES SE

-15.25%

Shares400

Event2026-06-30

Filed2026-07-23

SHG

SHINHAN FINANCIAL GROUP CO L

1.86%

Shares492

Event2026-06-30

Filed2026-07-23

ALPS ETF TR

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC

-15.07%

Shares62

Event2026-06-30

Filed2026-07-23

TER

TERADYNE INC

-16.88%

Shares64

Event2026-06-30

Filed2026-07-23

UMC

UNITED MICROELECTRONICS CORP

60.73%

Shares1.1K

Event2026-06-30

Filed2026-07-23

ALNT

ALLIENT INC

0.00%

Shares300

Event2026-06-30

Filed2026-07-23

GSK PLC

8.70%

Shares587

Event2026-06-30

Filed2026-07-23

BTI

BRITISH AMERN TOB PLC

1.64%

Shares495

Event2026-06-30

Filed2026-07-23

EMR

EMERSON ELEC CO

4.93%

Shares213

Event2026-06-30

Filed2026-07-23

RDN

RADIAN GROUP INC

0.00%

Shares808

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD WHITEHALL FDS

0.99%

Shares305

Event2026-06-30

Filed2026-07-23

PPL CORP

1.86%

Shares822

Event2026-06-30

Filed2026-07-23

OXY

OCCIDENTAL PETE CORP

3.56%

Shares611

Event2026-06-30

Filed2026-07-23

JPC

NUVEEN PFD & INCOME OPPORTUN

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-23

SWKS

SKYWORKS SOLUTIONS INC

0.00%

Shares435

Event2026-06-30

Filed2026-07-23

GPOR

GULFPORT ENERGY CORP

0.00%

Shares173

Event2026-06-30

Filed2026-07-23

DEXCOM INC

0.00%

Shares434

Event2026-06-30

Filed2026-07-23

IMCG

ISHARES TR

0.00%

Shares297

Event2026-06-30

Filed2026-07-23

HTGC

HERCULES CAPITAL INC

-9.78%

Shares1.8K

Event2026-06-30

Filed2026-07-23

BAH

BOOZ ALLEN HAMILTON HLDG COR

-13.22%

Shares479

Event2026-06-30

Filed2026-07-23

NKE

NIKE INC

15.16%

Shares699

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC

121.01%

Shares263

Event2026-06-30

Filed2026-07-23

UAL

UNITED AIRLS HLDGS INC

4.00%

Shares208

Event2026-06-30

Filed2026-07-23

ACUITY INC

0.00%

Shares75

Event2026-06-30

Filed2026-07-23

SNY

SANOFI SA

-20.70%

Shares659

Event2026-06-30

Filed2026-07-23

FOX

FOX CORP

0.00%

Shares600

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC

6.72%

Shares127

Event2026-06-30

Filed2026-07-23

RPM

RPM INTL INC

-50.00%

Shares250

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC

-30.88%

Shares235

Event2026-06-30

Filed2026-07-23

VOT

VANGUARD INDEX FDS

0.00%

Shares89

Event2026-06-30

Filed2026-07-23

FNX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares185

Event2026-06-30

Filed2026-07-23

SLVP

ISHARES INC

0.00%

Shares877

Event2026-06-30

Filed2026-07-23

AIQ

GLOBAL X FDS

0.00%

Shares407

Event2026-06-30

Filed2026-07-23

SONY

SONY GROUP CORP

86.41%

Shares1.3K

Event2026-06-30

Filed2026-07-23

EIX

EDISON INTL

39.84%

Shares358

Event2026-06-30

Filed2026-07-23

RDY

DR REDDYS LABS LTD

-45.75%

Shares1.8K

Event2026-06-30

Filed2026-07-23

SAIC

SCIENCE APPLICATIONS INTL CO

0.42%

Shares241

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP

0.00%

Shares96

Event2026-06-30

Filed2026-07-23

HST

HOST HOTELS & RESORTS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-23

MAR

MARRIOTT INTL INC NEW

2.94%

Shares70

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD INDEX FDS

New

Shares106

Event2026-06-30

Filed2026-07-23

FER

FERROVIAL NV

36.00%

Shares374

Event2026-06-30

Filed2026-07-23

RIO

RIO TINTO PLC

13.50%

Shares269

Event2026-06-30

Filed2026-07-23

VDE

VANGUARD WORLD FD

New

Shares169

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES TR

New

Shares250

Event2026-06-30

Filed2026-07-23

JOHNSON CONTROLS INTERNATION

1.18%

Shares172

Event2026-06-30

Filed2026-07-23

CSGP

COSTAR GROUP INC

-49.42%

Shares877

Event2026-06-30

Filed2026-07-23

TLH

ISHARES TR

0.00%

Shares246

Event2026-06-30

Filed2026-07-23

CINF

CINCINNATI FINL CORP

0.00%

Shares133

Event2026-06-30

Filed2026-07-23

CHAT

TIDAL TRUST II

0.00%

Shares248

Event2026-06-30

Filed2026-07-23

ROKU

ROKU INC

0.00%

Shares177

Event2026-06-30

Filed2026-07-23

PKX

POSCO HOLDINGS INC

226.39%

Shares470

Event2026-06-30

Filed2026-07-23

EBAY

EBAY INC.

-30.42%

Shares215

Event2026-06-30

Filed2026-07-23

ING

ING GROEP N.V.

1.20%

Shares761

Event2026-06-30

Filed2026-07-23

RSG

REPUBLIC SVCS INC

-0.88%

Shares112

Event2026-06-30

Filed2026-07-23

MRNA

MODERNA INC

1.49%

Shares340

Event2026-06-30

Filed2026-07-23

USB

US BANCORP

2.08%

Shares392

Event2026-06-30

Filed2026-07-23

RIVIAN AUTOMOTIVE INC

255.47%

Shares1.4K

Event2026-06-30

Filed2026-07-23

PLD

PROLOGIS INC.

13.73%

Shares174

Event2026-06-30

Filed2026-07-23

EME

EMCOR GROUP INC

0.00%

Shares28

Event2026-06-30

Filed2026-07-23

BIV

VANGUARD BD INDEX FDS

0.00%

Shares301

Event2026-06-30

Filed2026-07-23

WMB

WILLIAMS COS INC

149.19%

Shares309

Event2026-06-30

Filed2026-07-23

PBA

PEMBINA PIPELINE CORP

12.50%

Shares495

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN INC

1.97%

Shares363

Event2026-06-30

Filed2026-07-23

MUFG

MITSUBISHI UFJ FINANCIAL GRO

6.84%

Shares1.1K

Event2026-06-30

Filed2026-07-23

CANADIAN IMPERIAL BANK OF CO

6.52%

Shares196

Event2026-06-30

Filed2026-07-23

SHEL

SHELL PLC

-22.10%

Shares289

Event2026-06-30

Filed2026-07-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available