Sponsored

The Analysis of FIRST INTERSTATE BANK's Holdings & P&L

Currently, FIRST INTERSTATE BANK holds 196 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in VCIT (+204.9K shares, valued at $16.9M), VGIT (+127.8K shares, valued at $7.5M), PSP (+104.1K shares, valued at $5.8M); decreased their positions in IBDY (-1.8M shares, valued at $46.9M), RSP (-30.5K shares, valued at $6.5M), BX (-32.1K shares, valued at $3.8M); initiated new positions in PSP (+104.1K shares, valued at $5.8M), LLY (+555 shares, valued at $665.7K), MUB (+4.1K shares, valued at $443.1K).

1M P&L

-1.7K-0.00%

3M P&L

+50.1M+3.07%

HY P&L

+101.2M+6.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.3B

76.3%

2Banks - Regional179.0M

10.6%

3Software - Infrastructure31.1M

1.8%

Top Industries by Stock Count

1N/A79 stocks

45.1%

2Specialty Industrial Machinery7 stocks

4.0%

3Semiconductors6 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FIBK FIRST INTST BANCSYSTEM INC4.6M shares-0.83%2026-06-302026-07-24

VCIT VANGUARD SCOTTSDALE FDS2.1M shares10.54%2026-06-302026-07-24

ISHARES TR ISHARES TR213.4K shares3.53%2026-06-302026-07-24

RSP INVESCO EXCHANGE TRADED FD T730.7K shares-4.01%2026-06-302026-07-24

IJH ISHARES TR1.6M shares0.98%2026-06-302026-07-24

VGIT VANGUARD SCOTTSDALE FDS1.9M shares7.10%2026-06-302026-07-24

IJR ISHARES TR657.1K shares-3.33%2026-06-302026-07-24

PFF ISHARES TR3.1M shares5.30%2026-06-302026-07-24

Sponsored

VTIP VANGUARD MALVERN FDS1.6M shares3.16%2026-06-302026-07-24

VMBS VANGUARD SCOTTSDALE FDS1.5M shares6.40%2026-06-302026-07-24

GUNR FLEXSHARES TR1.3M shares-3.23%2026-06-302026-07-24

XLK SELECT SECTOR SPDR TR248.8K shares-4.29%2026-06-302026-07-24

PAVE GLOBAL X FDS755.6K shares-1.01%2026-06-302026-07-24

AAPL APPLE INC76.4K shares-3.46%2026-06-302026-07-24

GOOGL ALPHABET INC59.0K shares0.47%2026-06-302026-07-24

XLI SELECT SECTOR SPDR TR107.1K shares15.66%2026-06-302026-07-24

Sponsored

XLV SELECT SECTOR SPDR TR112.8K shares-1.93%2026-06-302026-07-24

AMZN AMAZON COM INC68.6K shares0.48%2026-06-302026-07-24

XLC SELECT SECTOR SPDR TR147.7K shares0.75%2026-06-302026-07-24

XSD SPDR SERIES TRUST25.1K shares-4.40%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC45.7K shares-2.11%2026-06-302026-07-24

MSFT MICROSOFT CORP41.6K shares-0.94%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC126.6K shares-3.49%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR246.6K shares-0.46%2026-06-302026-07-24

Sponsored

XLE SELECT SECTOR SPDR TR206.2K shares-0.20%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL21.7K shares-0.73%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO30.0K shares1.51%2026-06-302026-07-24

IBB ISHARES TR40.5K shares-1.35%2026-06-302026-07-24

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR169.9K shares-2.26%2026-06-302026-07-24

CGHM CAPITAL GRP FIXED INCM ETF T290.7K shares49.54%2026-06-302026-07-24

XLRE SELECT SECTOR SPDR TR159.4K shares-3.05%2026-06-302026-07-24

AXP AMERICAN EXPRESS CO20.7K shares0.75%2026-06-302026-07-24

Sponsored

XLB SELECT SECTOR SPDR TR133.9K shares-0.97%2026-06-302026-07-24

XLY SELECT SECTOR SPDR TR57.2K shares0.51%2026-06-302026-07-24

XLP SELECT SECTOR SPDR TR77.3K shares-1.72%2026-06-302026-07-24

NVDA NVIDIA CORPORATION31.9K shares2.32%2026-06-302026-07-24

WMT WALMART INC54.9K shares-1.53%2026-06-302026-07-24

HEFA ISHARES TR130.1K shares-5.39%2026-06-302026-07-24

PFFD GLOBAL X FDS321.3K shares56.95%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION6.4K shares0.41%2026-06-302026-07-24

Sponsored

MCD MCDONALDS CORP22.1K shares0.26%2026-06-302026-07-24

C CITIGROUP INC42.6K shares-2.85%2026-06-302026-07-24

PSP INVESCO EXCHANGE TRADED FD T104.1K sharesnew addition2026-06-302026-07-24

BUG GLOBAL X FDS150.3K shares-1.67%2026-06-302026-07-24

IEF ISHARES TR57.7K shares7.46%2026-06-302026-07-24

KRE SPDR SERIES TRUST70.7K shares-1.96%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T7.0K shares10.53%2026-06-302026-07-24

GSEW GOLDMAN SACHS ETF TR55.0K shares-4.87%2026-06-302026-07-24

Sponsored

DIS DISNEY WALT CO52.3K shares-1.40%2026-06-302026-07-24

UNP UNION PAC CORP17.6K shares0.49%2026-06-302026-07-24

LOW LOWES COS INC20.9K shares-0.60%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC7.7K shares5.83%2026-06-302026-07-24

EFA ISHARES TR40.0K shares-5.06%2026-06-302026-07-24

VOO VANGUARD INDEX FDS5.7K shares-2.45%2026-06-302026-07-24

BROADCOM INC BROADCOM INC10.3K shares0.49%2026-06-302026-07-24

CRM SALESFORCE INC24.4K shares0.57%2026-06-302026-07-24

Sponsored

ABT ABBOTT LABORATORIES39.9K shares-7.09%2026-06-302026-07-24

EEM ISHARES TR51.0K shares-13.07%2026-06-302026-07-24

REVS COLUMBIA ETF TR I109.8K shares137.93%2026-06-302026-07-24

HD HOME DEPOT INC9.3K shares3.98%2026-06-302026-07-24

ISHARES TR ISHARES TR31.5K shares3.39%2026-06-302026-07-24

IBDY ISHARES TR119.7K shares-93.83%2026-06-302026-07-24

PFE PFIZER INC127.3K shares-3.05%2026-06-302026-07-24

EMR EMERSON ELEC CO20.9K shares-2.67%2026-06-302026-07-24

Sponsored

CAT CATERPILLAR INC2.7K shares-2.65%2026-06-302026-07-24

HYMB SPDR SERIES TRUST106.4K shares189.33%2026-06-302026-07-24

IHI ISHARES TR50.6K shares-0.53%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON9.1K shares4.17%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-07-24

AEM AGNICO EAGLE MINES LTD14.3K shares0.00%2026-06-302026-07-24

BKLN INVESCO EXCH TRADED FD TR II107.0K shares250.01%2026-06-302026-07-24

BSV VANGUARD BD INDEX FDS26.7K shares8.60%2026-06-302026-07-24

Sponsored

INTC INTEL CORP14.8K shares-16.00%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP15.1K shares22.57%2026-06-302026-07-24

MRK MERCK & CO INC15.8K shares0.00%2026-06-302026-07-24

MPC MARATHON PETE CORP7.9K shares0.00%2026-06-302026-07-24

GOOG ALPHABET INC5.5K shares-19.21%2026-06-302026-07-24

ORACLE CORP ORACLE CORP13.1K shares6.16%2026-06-302026-07-24

PSX PHILLIPS 6610.5K shares0.00%2026-06-302026-07-24

APH AMPHENOL CORP9.6K shares0.00%2026-06-302026-07-24

Sponsored

KO COCA COLA CO20.6K shares47.55%2026-06-302026-07-24

ITOT ISHARES TR10.2K shares-18.92%2026-06-302026-07-24

VB VANGUARD INDEX FDS5.4K shares13.26%2026-06-302026-07-24

HYG ISHARES TR20.3K shares49.31%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F18.8K shares-5.21%2026-06-302026-07-24

ABBVIE INC ABBVIE INC6.0K shares5.28%2026-06-302026-07-24

DE DEERE & CO2.3K shares6.89%2026-06-302026-07-24

CVX CHEVRON CORPORATION8.2K shares33.71%2026-06-302026-07-24

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.7K shares6.01%2026-06-302026-07-24

GS GOLDMAN SACHS GROUP INC1.3K shares17.84%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F21.5K shares4.98%2026-06-302026-07-24

GE GE AEROSPACE3.4K shares0.00%2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION8.5K shares-9.46%2026-06-302026-07-24

ADP AUTOMATIC DATA PROCESSING IN4.8K shares10.04%2026-06-302026-07-24

PG PROCTER & GAMBLE CO7.4K shares4.05%2026-06-302026-07-24

WFC WELLS FARGO & CO13.1K shares-2.63%2026-06-302026-07-24

Sponsored

BAC BANK OF AMER CORP18.4K shares1.18%2026-06-302026-07-24

VT VANGUARD INTL EQUITY INDEX F6.7K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC840 shares0.00%2026-06-302026-07-24

TC ENERGY CORP TC ENERGY CORP14.7K shares-3.28%2026-06-302026-07-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.00%2026-06-302026-07-24

MPLX MPLX LP16.0K shares0.00%2026-06-302026-07-24

IBDX ISHARES TR35.0K shares-17.07%2026-06-302026-07-24

CMI CUMMINS INC1.2K shares0.00%2026-06-302026-07-24

Sponsored

IBDU ISHARES TR36.9K shares0.00%2026-06-302026-07-24

IBDS ISHARES TR35.2K shares0.00%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.6K shares41.35%2026-06-302026-07-24

MS MORGAN STANLEY4.0K shares0.00%2026-06-302026-07-24

QCOM QUALCOMM INC4.5K shares-0.78%2026-06-302026-07-24

BA BOEING CO3.8K shares-40.30%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.9K shares9.15%2026-06-302026-07-24

DINO HF SINCLAIR CORP11.3K shares25.56%2026-06-302026-07-24

Sponsored

IBDV ISHARES TR36.0K shares0.00%2026-06-302026-07-24

IBDR ISHARES TR30.9K shares0.00%2026-06-302026-07-24

VO VANGUARD INDEX FDS9.3K shares291.42%2026-06-302026-07-24

IWV ISHARES TR1.7K shares0.00%2026-06-302026-07-24

SOXX ISHARES TR1.1K shares-20.62%2026-06-302026-07-24

IBM INTERNATIONAL BUSINESS MACHS2.4K shares-1.47%2026-06-302026-07-24

LLY ELI LILLY & CO555 sharesnew addition2026-06-302026-07-24

ECL ECOLAB INC2.4K shares10.70%2026-06-302026-07-24

Sponsored

GBCI GLACIER BANCORP INC NEW12.2K shares-7.66%2026-06-302026-07-24

DHR DANAHER CORP DEL3.3K shares11.78%2026-06-302026-07-24

VCSH VANGUARD SCOTTSDALE FDS7.6K shares0.00%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS8.3K shares-6.52%2026-06-302026-07-24

COHR COHERENT CORP1.5K shares0.00%2026-06-302026-07-24

GD GENERAL DYNAMICS CORP1.7K shares-19.39%2026-06-302026-07-24

BLK BLACKROCK INC603 shares19.41%2026-06-302026-07-24

IBDT ISHARES TR22.9K shares0.00%2026-06-302026-07-24

Sponsored

MU MICRON TECHNOLOGY INC500 shares-80.00%2026-06-302026-07-24

T AT&T INC27.0K shares-6.88%2026-06-302026-07-24

VISA INC VISA INC1.6K shares-2.77%2026-06-302026-07-24

SYK STRYKER CORPORATION1.7K shares14.18%2026-06-302026-07-24

PEP PEPSICO INC4.0K shares-43.26%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO6.0K shares-1.29%2026-06-302026-07-24

RSG REPUBLIC SVCS INC2.6K shares12.54%2026-06-302026-07-24

TTE TOTALENERGIES SE7.0K shares0.00%2026-06-302026-07-24

Sponsored

NOK NOKIA CORP40.0K shares-11.11%2026-06-302026-07-24

RTX CORPORATION RTX CORPORATION2.8K shares1.69%2026-06-302026-07-24

AMGN AMGEN INC1.4K shares-0.21%2026-06-302026-07-24

COP CONOCOPHILLIPS5.0K shares0.00%2026-06-302026-07-24

IWM ISHARES TR1.7K shares74.21%2026-06-302026-07-24

TLT ISHARES TR5.7K shares-7.31%2026-06-302026-07-24

COF CAPITAL ONE FINL CORP2.4K shares2.75%2026-06-302026-07-24

SHW SHERWIN WILLIAMS CO1.3K shares13.85%2026-06-302026-07-24

Sponsored

VNQ VANGUARD INDEX FDS4.6K shares0.00%2026-06-302026-07-24

MUB ISHARES TR4.1K sharesnew addition2026-06-302026-07-24

DCI DONALDSON INC4.8K shares0.00%2026-06-302026-07-24

USB US BANCORP7.1K shares-0.70%2026-06-302026-07-24

VYM VANGUARD WHITEHALL FDS2.7K sharesnew addition2026-06-302026-07-24

RL RALPH LAUREN CORP1.0K shares12.85%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC720 shares-55.56%2026-06-302026-07-24

ITW ILLINOIS TOOL WKS INC1.5K shares1.39%2026-06-302026-07-24

Sponsored

CI THE CIGNA GROUP1.5K shares0.00%2026-06-302026-07-24

IWR ISHARES TR3.7K sharesnew addition2026-06-302026-07-24

HWKN HAWKINS INC2.8K shares0.00%2026-06-302026-07-24

EOG EOG RES INC3.1K sharesnew addition2026-06-302026-07-24

MDLZ MONDELEZ INTL INC6.8K shares-88.56%2026-06-302026-07-24

DVN DEVON ENERGY CORP NEW9.2K sharesnew addition2026-06-302026-07-24

IBDW ISHARES TR17.7K shares0.00%2026-06-302026-07-24

ICE INTERCONTINENTAL EXCHANGE IN2.9K shares22.12%2026-06-302026-07-24

Sponsored

VUG VANGUARD INDEX FDS4.1K shares403.85%2026-06-302026-07-24

LRCX LAM RESEARCH CORP805 sharesnew addition2026-06-302026-07-24

TGT TARGET CORP2.6K shares0.00%2026-06-302026-07-24

REET ISHARES TR12.3K shares-15.21%2026-06-302026-07-24

NEM NEWMONT CORP3.6K shares0.00%2026-06-302026-07-24

CVS CVS HEALTH CORP3.2K shares0.00%2026-06-302026-07-24

WMB WILLIAMS COS INC4.5K shares0.00%2026-06-302026-07-24

LMNR LIMONEIRA CO25.0K shares0.00%2026-06-302026-07-24

Sponsored

IVE ISHARES TR1.4K shares0.00%2026-06-302026-07-24

BMY BRISTOL-MYERS SQUIBB CO5.3K shares-1.68%2026-06-302026-07-24

SCZ ISHARES TR3.7K shares-34.63%2026-06-302026-07-24

VTV VANGUARD INDEX FDS1.4K shares-2.17%2026-06-302026-07-24

ILCG ISHARES TR2.5K shares0.00%2026-06-302026-07-24

PAAS PAN AMERN SILVER CORP6.4K shares0.00%2026-06-302026-07-24

WSM WILLIAMS SONOMA INC1.2K shares-20.00%2026-06-302026-07-24

ROK ROCKWELL AUTOMATION INC561 sharesnew addition2026-06-302026-07-24

Sponsored

AME AMETEK INC1.1K shares0.00%2026-06-302026-07-24

SPYV SPDR SERIES TRUST4.5K sharesnew addition2026-06-302026-07-24

IJK ISHARES TR2.3K shares0.00%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR9.4K sharesnew addition2026-06-302026-07-24

WASTE MGMT INC DEL WASTE MGMT INC DEL1.2K shares-17.31%2026-06-302026-07-24

ETN EATON CORP PLC600 shares0.00%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC525 sharesnew addition2026-06-302026-07-24

MDY STATE STR SPDR S&P MIDCAP 40346 shares0.00%2026-06-302026-07-24

Sponsored

IVW ISHARES TR1.8K sharesnew addition2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR7.0K sharesnew addition2026-06-302026-07-24

BX BLACKSTONE INC1.9K shares-94.30%2026-06-302026-07-24

AMX AMERICA MOVIL SAB DE CV8.8K shares0.00%2026-06-302026-07-24

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC686 shares0.00%2026-06-302026-07-24

DELL DELL TECHNOLOGIES INC502 sharesnew addition2026-06-302026-07-24

ET ENERGY TRANSFER L P10.9K shares-5.32%2026-06-302026-07-24

JMUB J P MORGAN EXCHANGE TRADED F4.0K sharesnew addition2026-06-302026-07-24

Sponsored

SUB ISHARES TR1.9K shares0.00%2026-06-302026-07-24

IJS ISHARES TR1.5K sharesnew addition2026-06-302026-07-24

F FORD MTR CO14.2K shares-38.13%2026-06-302026-07-24

ARCO ARCOS DORADOS HLDGS INC19.0K shares0.00%2026-06-302026-07-24

FIBK

FIRST INTST BANCSYSTEM INC

-0.83%

Shares4.6M

Event2026-06-30

Filed2026-07-24

VCIT

VANGUARD SCOTTSDALE FDS

10.54%

Shares2.1M

Event2026-06-30

Filed2026-07-24

ISHARES TR

3.53%

Shares213.4K

Event2026-06-30

Filed2026-07-24

RSP

INVESCO EXCHANGE TRADED FD T

-4.01%

Shares730.7K

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

0.98%

Shares1.6M

Event2026-06-30

Filed2026-07-24

VGIT

VANGUARD SCOTTSDALE FDS

7.10%

Shares1.9M

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

-3.33%

Shares657.1K

Event2026-06-30

Filed2026-07-24

PFF

ISHARES TR

5.30%

Shares3.1M

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

3.16%

Shares1.6M

Event2026-06-30

Filed2026-07-24

VMBS

VANGUARD SCOTTSDALE FDS

6.40%

Shares1.5M

Event2026-06-30

Filed2026-07-24

GUNR

FLEXSHARES TR

-3.23%

Shares1.3M

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

-4.29%

Shares248.8K

Event2026-06-30

Filed2026-07-24

PAVE

GLOBAL X FDS

-1.01%

Shares755.6K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-3.46%

Shares76.4K

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.47%

Shares59.0K

Event2026-06-30

Filed2026-07-24

XLI

SELECT SECTOR SPDR TR

15.66%

Shares107.1K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

-1.93%

Shares112.8K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.48%

Shares68.6K

Event2026-06-30

Filed2026-07-24

XLC

SELECT SECTOR SPDR TR

0.75%

Shares147.7K

Event2026-06-30

Filed2026-07-24

XSD

SPDR SERIES TRUST

-4.40%

Shares25.1K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

-2.11%

Shares45.7K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

-0.94%

Shares41.6K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

-3.49%

Shares126.6K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

-0.46%

Shares246.6K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

-0.20%

Shares206.2K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.73%

Shares21.7K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

1.51%

Shares30.0K

Event2026-06-30

Filed2026-07-24

IBB

ISHARES TR

-1.35%

Shares40.5K

Event2026-06-30

Filed2026-07-24

SELECT SECTOR SPDR TR

-2.26%

Shares169.9K

Event2026-06-30

Filed2026-07-24

CGHM

CAPITAL GRP FIXED INCM ETF T

49.54%

Shares290.7K

Event2026-06-30

Filed2026-07-24

XLRE

SELECT SECTOR SPDR TR

-3.05%

Shares159.4K

Event2026-06-30

Filed2026-07-24

AXP

AMERICAN EXPRESS CO

0.75%

Shares20.7K

Event2026-06-30

Filed2026-07-24

XLB

SELECT SECTOR SPDR TR

-0.97%

Shares133.9K

Event2026-06-30

Filed2026-07-24

XLY

SELECT SECTOR SPDR TR

0.51%

Shares57.2K

Event2026-06-30

Filed2026-07-24

XLP

SELECT SECTOR SPDR TR

-1.72%

Shares77.3K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

2.32%

Shares31.9K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-1.53%

Shares54.9K

Event2026-06-30

Filed2026-07-24

HEFA

ISHARES TR

-5.39%

Shares130.1K

Event2026-06-30

Filed2026-07-24

PFFD

GLOBAL X FDS

56.95%

Shares321.3K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.41%

Shares6.4K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.26%

Shares22.1K

Event2026-06-30

Filed2026-07-24

CITIGROUP INC

-2.85%

Shares42.6K

Event2026-06-30

Filed2026-07-24

PSP

INVESCO EXCHANGE TRADED FD T

New

Shares104.1K

Event2026-06-30

Filed2026-07-24

BUG

GLOBAL X FDS

-1.67%

Shares150.3K

Event2026-06-30

Filed2026-07-24

IEF

ISHARES TR

7.46%

Shares57.7K

Event2026-06-30

Filed2026-07-24

KRE

SPDR SERIES TRUST

-1.96%

Shares70.7K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

10.53%

Shares7.0K

Event2026-06-30

Filed2026-07-24

GSEW

GOLDMAN SACHS ETF TR

-4.87%

Shares55.0K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-1.40%

Shares52.3K

Event2026-06-30

Filed2026-07-24

UNP

UNION PAC CORP

0.49%

Shares17.6K

Event2026-06-30

Filed2026-07-24

LOW

LOWES COS INC

-0.60%

Shares20.9K

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

5.83%

Shares7.7K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

-5.06%

Shares40.0K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

-2.45%

Shares5.7K

Event2026-06-30

Filed2026-07-24

BROADCOM INC

0.49%

Shares10.3K

Event2026-06-30

Filed2026-07-24

CRM

SALESFORCE INC

0.57%

Shares24.4K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-7.09%

Shares39.9K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

-13.07%

Shares51.0K

Event2026-06-30

Filed2026-07-24

REVS

COLUMBIA ETF TR I

137.93%

Shares109.8K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

3.98%

Shares9.3K

Event2026-06-30

Filed2026-07-24

ISHARES TR

3.39%

Shares31.5K

Event2026-06-30

Filed2026-07-24

IBDY

ISHARES TR

-93.83%

Shares119.7K

Event2026-06-30

Filed2026-07-24

PFE

PFIZER INC

-3.05%

Shares127.3K

Event2026-06-30

Filed2026-07-24

EMR

EMERSON ELEC CO

-2.67%

Shares20.9K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

-2.65%

Shares2.7K

Event2026-06-30

Filed2026-07-24

HYMB

SPDR SERIES TRUST

189.33%

Shares106.4K

Event2026-06-30

Filed2026-07-24

IHI

ISHARES TR

-0.53%

Shares50.6K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

4.17%

Shares9.1K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-07-24

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares14.3K

Event2026-06-30

Filed2026-07-24

BKLN

INVESCO EXCH TRADED FD TR II

250.01%

Shares107.0K

Event2026-06-30

Filed2026-07-24

BSV

VANGUARD BD INDEX FDS

8.60%

Shares26.7K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-16.00%

Shares14.8K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

22.57%

Shares15.1K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-19.21%

Shares5.5K

Event2026-06-30

Filed2026-07-24

ORACLE CORP

6.16%

Shares13.1K

Event2026-06-30

Filed2026-07-24

PSX

PHILLIPS 66

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

APH

AMPHENOL CORP

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

47.55%

Shares20.6K

Event2026-06-30

Filed2026-07-24

ITOT

ISHARES TR

-18.92%

Shares10.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

13.26%

Shares5.4K

Event2026-06-30

Filed2026-07-24

HYG

ISHARES TR

49.31%

Shares20.3K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

-5.21%

Shares18.8K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

5.28%

Shares6.0K

Event2026-06-30

Filed2026-07-24

DEERE & CO

6.89%

Shares2.3K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

33.71%

Shares8.2K

Event2026-06-30

Filed2026-07-24

TMO

THERMO FISHER SCIENTIFIC INC

6.01%

Shares2.7K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

17.84%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

4.98%

Shares21.5K

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

-9.46%

Shares8.5K

Event2026-06-30

Filed2026-07-24

ADP

AUTOMATIC DATA PROCESSING IN

10.04%

Shares4.8K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

4.05%

Shares7.4K

Event2026-06-30

Filed2026-07-24

WFC

WELLS FARGO & CO

-2.63%

Shares13.1K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

1.18%

Shares18.4K

Event2026-06-30

Filed2026-07-24

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.00%

Shares840

Event2026-06-30

Filed2026-07-24

TC ENERGY CORP

-3.28%

Shares14.7K

Event2026-06-30

Filed2026-07-24

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

MPLX

MPLX LP

0.00%

Shares16.0K

Event2026-06-30

Filed2026-07-24

IBDX

ISHARES TR

-17.07%

Shares35.0K

Event2026-06-30

Filed2026-07-24

CMI

CUMMINS INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

IBDU

ISHARES TR

0.00%

Shares36.9K

Event2026-06-30

Filed2026-07-24

IBDS

ISHARES TR

0.00%

Shares35.2K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

41.35%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MORGAN STANLEY

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

-0.78%

Shares4.5K

Event2026-06-30

Filed2026-07-24

BOEING CO

-40.30%

Shares3.8K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

9.15%

Shares1.9K

Event2026-06-30

Filed2026-07-24

DINO

HF SINCLAIR CORP

25.56%

Shares11.3K

Event2026-06-30

Filed2026-07-24

IBDV

ISHARES TR

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-24

IBDR

ISHARES TR

0.00%

Shares30.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

291.42%

Shares9.3K

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

-20.62%

Shares1.1K

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

-1.47%

Shares2.4K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

New

Shares555

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

10.70%

Shares2.4K

Event2026-06-30

Filed2026-07-24

GBCI

GLACIER BANCORP INC NEW

-7.66%

Shares12.2K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

11.78%

Shares3.3K

Event2026-06-30

Filed2026-07-24

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.6K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-6.52%

Shares8.3K

Event2026-06-30

Filed2026-07-24

COHR

COHERENT CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

GENERAL DYNAMICS CORP

-19.39%

Shares1.7K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

19.41%

Shares603

Event2026-06-30

Filed2026-07-24

IBDT

ISHARES TR

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

-80.00%

Shares500

Event2026-06-30

Filed2026-07-24

AT&T INC

-6.88%

Shares27.0K

Event2026-06-30

Filed2026-07-24

VISA INC

-2.77%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SYK

STRYKER CORPORATION

14.18%

Shares1.7K

Event2026-06-30

Filed2026-07-24

PEP

PEPSICO INC

-43.26%

Shares4.0K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

-1.29%

Shares6.0K

Event2026-06-30

Filed2026-07-24

RSG

REPUBLIC SVCS INC

12.54%

Shares2.6K

Event2026-06-30

Filed2026-07-24

TTE

TOTALENERGIES SE

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-24

NOK

NOKIA CORP

-11.11%

Shares40.0K

Event2026-06-30

Filed2026-07-24

RTX CORPORATION

1.69%

Shares2.8K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

-0.21%

Shares1.4K

Event2026-06-30

Filed2026-07-24

COP

CONOCOPHILLIPS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

74.21%

Shares1.7K

Event2026-06-30

Filed2026-07-24

TLT

ISHARES TR

-7.31%

Shares5.7K

Event2026-06-30

Filed2026-07-24

COF

CAPITAL ONE FINL CORP

2.75%

Shares2.4K

Event2026-06-30

Filed2026-07-24

SHW

SHERWIN WILLIAMS CO

13.85%

Shares1.3K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

New

Shares4.1K

Event2026-06-30

Filed2026-07-24

DCI

DONALDSON INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-24

USB

US BANCORP

-0.70%

Shares7.1K

Event2026-06-30

Filed2026-07-24

VYM

VANGUARD WHITEHALL FDS

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

RALPH LAUREN CORP

12.85%

Shares1.0K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

-55.56%

Shares720

Event2026-06-30

Filed2026-07-24

ITW

ILLINOIS TOOL WKS INC

1.39%

Shares1.5K

Event2026-06-30

Filed2026-07-24

THE CIGNA GROUP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-07-24

HWKN

HAWKINS INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

EOG

EOG RES INC

New

Shares3.1K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

-88.56%

Shares6.8K

Event2026-06-30

Filed2026-07-24

DVN

DEVON ENERGY CORP NEW

New

Shares9.2K

Event2026-06-30

Filed2026-07-24

IBDW

ISHARES TR

0.00%

Shares17.7K

Event2026-06-30

Filed2026-07-24

ICE

INTERCONTINENTAL EXCHANGE IN

22.12%

Shares2.9K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

403.85%

Shares4.1K

Event2026-06-30

Filed2026-07-24

LRCX

LAM RESEARCH CORP

New

Shares805

Event2026-06-30

Filed2026-07-24

TGT

TARGET CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

REET

ISHARES TR

-15.21%

Shares12.3K

Event2026-06-30

Filed2026-07-24

NEM

NEWMONT CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

WMB

WILLIAMS COS INC

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-24

LMNR

LIMONEIRA CO

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-24

BMY

BRISTOL-MYERS SQUIBB CO

-1.68%

Shares5.3K

Event2026-06-30

Filed2026-07-24

SCZ

ISHARES TR

-34.63%

Shares3.7K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

-2.17%

Shares1.4K

Event2026-06-30

Filed2026-07-24

ILCG

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

PAAS

PAN AMERN SILVER CORP

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

WSM

WILLIAMS SONOMA INC

-20.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ROK

ROCKWELL AUTOMATION INC

New

Shares561

Event2026-06-30

Filed2026-07-24

AME

AMETEK INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

SPYV

SPDR SERIES TRUST

New

Shares4.5K

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

New

Shares9.4K

Event2026-06-30

Filed2026-07-24

WASTE MGMT INC DEL

-17.31%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

0.00%

Shares600

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares525

Event2026-06-30

Filed2026-07-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares346

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

New

Shares7.0K

Event2026-06-30

Filed2026-07-24

BLACKSTONE INC

-94.30%

Shares1.9K

Event2026-06-30

Filed2026-07-24

AMX

AMERICA MOVIL SAB DE CV

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

TRAVELERS COMPANIES INC

0.00%

Shares686

Event2026-06-30

Filed2026-07-24

DELL

DELL TECHNOLOGIES INC

New

Shares502

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

-5.32%

Shares10.9K

Event2026-06-30

Filed2026-07-24

JMUB

J P MORGAN EXCHANGE TRADED F

New

Shares4.0K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IJS

ISHARES TR

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

FORD MTR CO

-38.13%

Shares14.2K

Event2026-06-30

Filed2026-07-24

ARCO

ARCOS DORADOS HLDGS INC

0.00%

Shares19.0K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available