Sponsored

The Analysis of Legacy Trust's Holdings & P&L

Currently, Legacy Trust holds 210 types of securities in its portfolio with a total value $565.6M. In the most recent quarter, they have increased their positions in KLAC (+19.9K shares, valued at $6.0M), N/A (+11.2K shares, valued at $2.8M), IWF (+15.8K shares, valued at $2.0M); decreased their positions in AAPL (-29.6K shares, valued at $8.6M), NVDA (-37.6K shares, valued at $7.5M), AMZN (-12.1K shares, valued at $2.9M); initiated new positions in N/A (+11.2K shares, valued at $2.8M), WINN (+18.9K shares, valued at $612.8K), OAKM (+20.5K shares, valued at $577.3K).

1M P&L

-4.8M-1.08%

3M P&L

-17.5M-3.86%

HY P&L

+14.6M+3.48%

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/A79.7M

17.8%

2Software - Infrastructure40.1M

9.0%

3Semiconductors37.6M

8.4%

Top Industries by Stock Count

1N/A58 stocks

32.2%

2Semiconductors6 stocks

3.3%

3Drug Manufacturers - General5 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR41.7K shares-3.12%2026-06-302026-07-31

AAPL APPLE INC95.9K shares-23.62%2026-06-302026-07-31

PANW PALO ALTO NETWORKS INC67.4K shares-1.26%2026-06-302026-07-31

URI UNITED RENTALS INC17.3K shares-0.93%2026-06-302026-07-31

GOOGL ALPHABET INC52.7K shares-3.20%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MANUFAC38.7K shares-9.80%2026-06-302026-07-31

MSFT MICROSOFT CORP44.0K shares-3.14%2026-06-302026-07-31

GS GOLDMAN SACHS GROUP INC15.2K shares-1.69%2026-06-302026-07-31

Sponsored

GWW WW GRAINGER INC9.4K shares-0.94%2026-06-302026-07-31

CMI CUMMINS INC17.8K shares-1.07%2026-06-302026-07-31

VISA INC VISA INC35.4K shares-0.78%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON44.8K shares-0.65%2026-06-302026-07-31

IJR ISHARES TR75.6K shares-2.29%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.2K shares1.82%2026-06-302026-07-31

AXP AMERICAN EXPRESS CO31.3K shares-2.77%2026-06-302026-07-31

SYK STRYKER CORPORATION30.2K shares-0.94%2026-06-302026-07-31

Sponsored

AMZN AMAZON COM INC38.0K shares-24.16%2026-06-302026-07-31

LNG CHENIERE ENERGY INC37.3K shares-0.17%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION46.8K shares-23.69%2026-06-302026-07-31

IJH ISHARES TR111.0K shares-3.80%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC14.9K shares0.83%2026-06-302026-07-31

EXPE EXPEDIA GROUP INC31.7K shares-0.42%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION8.7K shares1.69%2026-06-302026-07-31

IWV ISHARES TR18.3K shares-2.74%2026-06-302026-07-31

Sponsored

JPMORGAN CHASE & CO JPMORGAN CHASE & CO23.8K shares-2.03%2026-06-302026-07-31

QCOM QUALCOMM INC41.0K shares-1.13%2026-06-302026-07-31

NVDA NVIDIA CORPORATION37.4K shares-50.16%2026-06-302026-07-31

KLAC KLA CORP22.2K shares900.00%2026-06-302026-07-31

TTWO TAKE-TWO INTERACTIVE SOFTWAR25.4K shares0.77%2026-06-302026-07-31

IWM ISHARES TR19.8K shares3.84%2026-06-302026-07-31

LEN LENNAR CORP56.1K shares0.90%2026-06-302026-07-31

IWR ISHARES TR44.6K shares3.70%2026-06-302026-07-31

Sponsored

ALLY FINL INC ALLY FINL INC106.8K shares2.36%2026-06-302026-07-31

ISRG INTUITIVE SURGICAL INC11.8K shares-2.64%2026-06-302026-07-31

GOOG ALPHABET INC12.8K shares-13.21%2026-06-302026-07-31

INCY INCYTE CORP37.9K shares1.95%2026-06-302026-07-31

EFA ISHARES TR41.2K shares3.60%2026-06-302026-07-31

USB US BANCORP70.2K shares0.85%2026-06-302026-07-31

HD HOME DEPOT INC10.3K shares-0.98%2026-06-302026-07-31

WYNN WYNN RESORTS LTD36.5K shares1.86%2026-06-302026-07-31

Sponsored

UBER UBER TECHNOLOGIES INC49.0K shares2.05%2026-06-302026-07-31

ALB ALBEMARLE CORP25.9K shares0.79%2026-06-302026-07-31

EEM ISHARES TR50.1K shares0.98%2026-06-302026-07-31

CRM SALESFORCE INC20.5K shares-9.39%2026-06-302026-07-31

DIS DISNEY WALT CO32.0K shares2.94%2026-06-302026-07-31

LLY ELI LILLY & CO2.4K shares-4.14%2026-06-302026-07-31

INTC INTEL CORP20.5K shares-13.61%2026-06-302026-07-31

SNOWFLAKE INC SNOWFLAKE INC11.2K sharesnew addition2026-06-302026-07-31

Sponsored

IWF ISHARES TR21.5K shares279.94%2026-06-302026-07-31

ILMN ILLUMINA INC15.2K shares2.88%2026-06-302026-07-31

ORACLE CORP ORACLE CORP17.8K shares-4.54%2026-06-302026-07-31

CHEWY INC CHEWY INC127.3K shares8.37%2026-06-302026-07-31

TJX TJX COS INC NEW15.7K shares-0.29%2026-06-302026-07-31

PYPL PAYPAL HLDGS INC54.4K shares3.04%2026-06-302026-07-31

EL LAUDER ESTEE COS INC28.8K shares7.29%2026-06-302026-07-31

ECL ECOLAB INC8.1K shares-0.06%2026-06-302026-07-31

Sponsored

EOG EOG RES INC17.1K shares3.45%2026-06-302026-07-31

BROADCOM INC BROADCOM INC5.6K shares5.37%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP15.5K shares0.05%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL4.1K shares-12.69%2026-06-302026-07-31

ELV ELEVANCE HEALTH INC FORMERLY5.2K shares0.64%2026-06-302026-07-31

ABBVIE INC ABBVIE INC7.9K shares-3.86%2026-06-302026-07-31

NKE NIKE INC48.0K shares4.99%2026-06-302026-07-31

APH AMPHENOL CORP10.8K shares0.55%2026-06-302026-07-31

Sponsored

SBUX STARBUCKS CORP17.8K shares-4.03%2026-06-302026-07-31

VLO VALERO ENERGY CORP6.7K shares0.00%2026-06-302026-07-31

ALGN ALIGN TECHNOLOGY INC10.0K shares8.62%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC3.3K shares-0.06%2026-06-302026-07-31

GNTX GENTEX CORP61.8K shares-0.27%2026-06-302026-07-31

VO VANGUARD INDEX FDS19.2K shares299.83%2026-06-302026-07-31

PEP PEPSICO INC10.8K shares-0.71%2026-06-302026-07-31

ROP ROPER TECHNOLOGIES INC4.3K shares0.00%2026-06-302026-07-31

Sponsored

NEXTERA ENERGY INC NEXTERA ENERGY INC16.1K shares-1.84%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC11.1K shares-17.85%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS5.5K shares0.00%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS18.0K shares-1.54%2026-06-302026-07-31

MCD MCDONALDS CORP4.7K shares-6.14%2026-06-302026-07-31

CVX CHEVRON CORPORATION7.5K shares-0.79%2026-06-302026-07-31

DVY ISHARES TR7.8K shares0.00%2026-06-302026-07-31

IWB ISHARES TR2.8K shares-2.08%2026-06-302026-07-31

Sponsored

DGRO ISHARES TR15.0K shares0.00%2026-06-302026-07-31

CAT CATERPILLAR INC1.1K shares-28.50%2026-06-302026-07-31

FITB FIFTH THIRD BANCORP20.0K shares0.48%2026-06-302026-07-31

APPLIED MATLS INC APPLIED MATLS INC1.5K shares0.65%2026-06-302026-07-31

KO COCA COLA CO13.3K shares-1.90%2026-06-302026-07-31

AMGN AMGEN INC2.9K shares-3.85%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS2.8K shares0.00%2026-06-302026-07-31

IJT ISHARES TR5.7K shares-1.64%2026-06-302026-07-31

Sponsored

QUAL ISHARES TR4.5K shares0.00%2026-06-302026-07-31

UNP UNION PAC CORP3.6K shares-10.18%2026-06-302026-07-31

PRFZ INVESCO EXCHANGE TRADED FD T17.1K shares0.00%2026-06-302026-07-31

QQQ INVESCO QQQ TR1.3K shares0.00%2026-06-302026-07-31

ISHARES TR ISHARES TR9.7K shares-1.29%2026-06-302026-07-31

ZOETIS INC ZOETIS INC12.9K shares-3.22%2026-06-302026-07-31

EMXC ISHARES INC8.9K shares0.00%2026-06-302026-07-31

ACIO ETF SER SOLUTIONS19.6K shares0.00%2026-06-302026-07-31

Sponsored

PG PROCTER & GAMBLE CO6.2K shares-5.73%2026-06-302026-07-31

IWO ISHARES TR2.3K shares0.00%2026-06-302026-07-31

IWD ISHARES TR3.6K shares-15.17%2026-06-302026-07-31

VOO VANGUARD INDEX FDS1.3K shares-4.20%2026-06-302026-07-31

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.7K shares49.55%2026-06-302026-07-31

ADOBE INC ADOBE INC4.2K shares-17.03%2026-06-302026-07-31

AMERIPRISE FINL INC AMERIPRISE FINL INC1.8K shares-1.89%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC1.4K shares-38.84%2026-06-302026-07-31

Sponsored

MRK MERCK & CO INC6.3K shares0.24%2026-06-302026-07-31

MPC MARATHON PETE CORP2.9K shares-4.50%2026-06-302026-07-31

FDX FEDEX CORP2.3K shares-24.55%2026-06-302026-07-31

MTUM ISHARES TR2.1K shares0.00%2026-06-302026-07-31

LULU LULULEMON ATHLETICA INC6.1K shares10.27%2026-06-302026-07-31

FPX FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-06-302026-07-31

ABT ABBOTT LABORATORIES7.4K shares-6.50%2026-06-302026-07-31

FTNT FORTINET INC4.4K shares0.76%2026-06-302026-07-31

Sponsored

EW EDWARDS LIFESCIENCES CORP7.3K shares0.41%2026-06-302026-07-31

ETN EATON CORP PLC1.5K shares0.53%2026-06-302026-07-31

CL COLGATE PALMOLIVE CO7.1K shares-0.07%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP2.1K shares-6.37%2026-06-302026-07-31

PTMC PACER FDS TR15.3K shares0.00%2026-06-302026-07-31

PTLC PACER FDS TR10.9K shares0.00%2026-06-302026-07-31

IDEXX LABS INC IDEXX LABS INC1.2K shares0.67%2026-06-302026-07-31

DE DEERE & CO989 shares-4.54%2026-06-302026-07-31

Sponsored

PFE PFIZER INC25.9K shares-6.15%2026-06-302026-07-31

WINN HARBOR ETF TRUST18.9K sharesnew addition2026-06-302026-07-31

AMT AMERICAN TOWER CORP3.6K shares0.00%2026-06-302026-07-31

PTNQ PACER FDS TR6.7K shares0.00%2026-06-302026-07-31

BLK BLACKROCK INC610 shares-0.16%2026-06-302026-07-31

OAKM HARRIS OAKMARK ETF TRUST20.5K sharesnew addition2026-06-302026-07-31

IWN ISHARES TR2.6K shares0.00%2026-06-302026-07-31

LRCX LAM RESEARCH CORP1.2K shares2.98%2026-06-302026-07-31

Sponsored

PTIN PACER FDS TR14.6K shares0.00%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-43.83%2026-06-302026-07-31

GLD SPDR GOLD TR1.4K shares-1.42%2026-06-302026-07-31

NUE NUCOR CORP2.3K shares3.86%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC2.8K shares1.99%2026-06-302026-07-31

IVW ISHARES TR3.6K shares0.00%2026-06-302026-07-31

VV VANGUARD INDEX FDS1.4K shares0.00%2026-06-302026-07-31

ADM ARCHER DANIELS MIDLAND CO6.4K shares0.00%2026-06-302026-07-31

Sponsored

3M CO 3M CO2.9K shares-1.01%2026-06-302026-07-31

FVD FIRST TR EXCHANGE-TRADED FD9.8K shares0.00%2026-06-302026-07-31

LGLV SPDR SERIES TRUST2.6K shares0.00%2026-06-302026-07-31

SDY SPDR SERIES TRUST2.9K shares0.00%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP1.3K shares-3.84%2026-06-302026-07-31

BIV VANGUARD BD INDEX FDS5.7K shares-2.24%2026-06-302026-07-31

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL445 sharesnew addition2026-06-302026-07-31

SOUTHERN CO SOUTHERN CO4.4K shares-5.93%2026-06-302026-07-31

Sponsored

IQLT ISHARES TR8.5K shares0.00%2026-06-302026-07-31

CARR CARRIER GLOBAL CORPORATION5.7K shares0.88%2026-06-302026-07-31

LIN LINDE PLC809 shares1.25%2026-06-302026-07-31

MS MORGAN STANLEY2.0K shares3.83%2026-06-302026-07-31

NVT NVENT ELEC PLC2.5K shares0.00%2026-06-302026-07-31

BA BOEING CO1.9K shares-12.22%2026-06-302026-07-31

MO ALTRIA GROUP INC5.7K shares-3.77%2026-06-302026-07-31

USMV ISHARES TR4.3K shares0.00%2026-06-302026-07-31

Sponsored

SLYG SPDR SERIES TRUST3.5K shares0.00%2026-06-302026-07-31

INTU INTUIT1.6K shares-3.02%2026-06-302026-07-31

FAST FASTENAL CO8.5K shares1.07%2026-06-302026-07-31

MINT PIMCO ETF TR4.0K shares0.00%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC346 shares-79.27%2026-06-302026-07-31

ICE INTERCONTINENTAL EXCHANGE IN3.2K shares-2.31%2026-06-302026-07-31

WMT WALMART INC3.3K shares6.45%2026-06-302026-07-31

NOC NORTHROP GRUMMAN CORP710 shares0.14%2026-06-302026-07-31

Sponsored

JBHT HUNT J B TRANS SVCS INC1.2K shares0.82%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2026-06-302026-07-31

J JACOBS SOLUTIONS INC2.7K shares-23.78%2026-06-302026-07-31

VYMI VANGUARD WHITEHALL FDS3.5K shares0.00%2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW2.7K shares-6.94%2026-06-302026-07-31

TTC TORO CO3.5K shares-3.47%2026-06-302026-07-31

COP CONOCOPHILLIPS3.2K shares-2.72%2026-06-302026-07-31

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.9K shares-33.47%2026-06-302026-07-31

Sponsored

IEF ISHARES TR3.5K shares0.00%2026-06-302026-07-31

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.0K shares0.00%2026-06-302026-07-31

VB VANGUARD INDEX FDS1.1K shares0.00%2026-06-302026-07-31

SMDV PROSHARES TR3.9K shares0.00%2026-06-302026-07-31

IVE ISHARES TR1.3K shares0.00%2026-06-302026-07-31

XMLV INVESCO EXCH TRADED FD TR II4.4K shares0.00%2026-06-302026-07-31

XSLV INVESCO EXCH TRADED FD TR II5.6K shares0.00%2026-06-302026-07-31

MDY STATE STR SPDR S&P MIDCAP 40411 shares-3.52%2026-06-302026-07-31

Sponsored

TSLA TESLA INC682 shares28.44%2026-06-302026-07-31

VUG VANGUARD INDEX FDS3.3K shares500.00%2026-06-302026-07-31

EMR EMERSON ELEC CO1.9K shares-42.70%2026-06-302026-07-31

T AT&T INC13.2K shares-29.89%2026-06-302026-07-31

APD AIR PRODUCTS AND CHEMICALS I932 shares-8.09%2026-06-302026-07-31

ROL ROLLINS INC6.5K shares0.38%2026-06-302026-07-31

IBHI ISHARES TR11.3K shares0.00%2026-06-302026-07-31

AAON AAON INC2.1K sharesnew addition2026-06-302026-07-31

Sponsored

IAU ISHARES GOLD TR3.5K shares0.00%2026-06-302026-07-31

FI FISERV INC5.2K shares-15.86%2026-06-302026-07-31

CME CME GROUP INC1.1K shares0.62%2026-06-302026-07-31

PH PARKER-HANNIFIN CORP257 shares4.05%2026-06-302026-07-31

VZ VERIZON COMMUNICATIONS INC5.6K shares-12.02%2026-06-302026-07-31

JAAA JANUS DETROIT STR TR4.6K shares0.00%2026-06-302026-07-31

GE GE AEROSPACE623 shares-39.40%2026-06-302026-07-31

HUBB HUBBELL INC439 shares1.15%2026-06-302026-07-31

Sponsored

WSO WATSCO INC546 shares-0.91%2026-06-302026-07-31

BAC BANK OF AMER CORP4.0K sharesnew addition2026-06-302026-07-31

SPTS SPDR SERIES TRUST7.8K shares0.00%2026-06-302026-07-31

CEG CONSTELLATION ENERGY CORP901 shares-1.10%2026-06-302026-07-31

OKE ONEOK INC NEW2.6K shares1.59%2026-06-302026-07-31

VRTX VERTEX PHARMACEUTICALS INC432 sharesnew addition2026-06-302026-07-31

BKNG BOOKING HOLDINGS INC1.2K sharesnew addition2026-06-302026-07-31

EME EMCOR GROUP INC252 sharesnew addition2026-06-302026-07-31

Sponsored

SNDK SANDISK CORP91 sharesnew addition2026-06-302026-07-31

HBAN HUNTINGTON BANCSHARES INC11.6K shares-8.79%2026-06-302026-07-31

EBAY EBAY INC.1.8K sharesnew addition2026-06-302026-07-31

FIX COMFORT SYS USA INC103 sharesnew addition2026-06-302026-07-31

PGR PROGRESSIVE CORP933 sharesnew addition2026-06-302026-07-31

WFC WELLS FARGO & CO2.5K sharesnew addition2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC2.6K shares-19.68%2026-06-302026-07-31

F FORD MTR CO14.1K shares-1.60%2026-06-302026-07-31

Sponsored

VRCA VERRICA PHARMACEUTICALS INC16.6K shares-3.77%2026-06-302026-07-31

UFPI UFP INDUSTRIES INC840 shares0.00%2026-06-302026-07-31

ISHARES TR

-3.12%

Shares41.7K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-23.62%

Shares95.9K

Event2026-06-30

Filed2026-07-31

PANW

PALO ALTO NETWORKS INC

-1.26%

Shares67.4K

Event2026-06-30

Filed2026-07-31

URI

UNITED RENTALS INC

-0.93%

Shares17.3K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

-3.20%

Shares52.7K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-9.80%

Shares38.7K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-3.14%

Shares44.0K

Event2026-06-30

Filed2026-07-31

GOLDMAN SACHS GROUP INC

-1.69%

Shares15.2K

Event2026-06-30

Filed2026-07-31

GWW

WW GRAINGER INC

-0.94%

Shares9.4K

Event2026-06-30

Filed2026-07-31

CMI

CUMMINS INC

-1.07%

Shares17.8K

Event2026-06-30

Filed2026-07-31

VISA INC

-0.78%

Shares35.4K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

-0.65%

Shares44.8K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-2.29%

Shares75.6K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

1.82%

Shares14.2K

Event2026-06-30

Filed2026-07-31

AXP

AMERICAN EXPRESS CO

-2.77%

Shares31.3K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORPORATION

-0.94%

Shares30.2K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-24.16%

Shares38.0K

Event2026-06-30

Filed2026-07-31

LNG

CHENIERE ENERGY INC

-0.17%

Shares37.3K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

-23.69%

Shares46.8K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

-3.80%

Shares111.0K

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

0.83%

Shares14.9K

Event2026-06-30

Filed2026-07-31

EXPE

EXPEDIA GROUP INC

-0.42%

Shares31.7K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

1.69%

Shares8.7K

Event2026-06-30

Filed2026-07-31

IWV

ISHARES TR

-2.74%

Shares18.3K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

-2.03%

Shares23.8K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

-1.13%

Shares41.0K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

-50.16%

Shares37.4K

Event2026-06-30

Filed2026-07-31

KLAC

KLA CORP

900.00%

Shares22.2K

Event2026-06-30

Filed2026-07-31

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

0.77%

Shares25.4K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

3.84%

Shares19.8K

Event2026-06-30

Filed2026-07-31

LEN

LENNAR CORP

0.90%

Shares56.1K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

3.70%

Shares44.6K

Event2026-06-30

Filed2026-07-31

ALLY FINL INC

2.36%

Shares106.8K

Event2026-06-30

Filed2026-07-31

ISRG

INTUITIVE SURGICAL INC

-2.64%

Shares11.8K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-13.21%

Shares12.8K

Event2026-06-30

Filed2026-07-31

INCY

INCYTE CORP

1.95%

Shares37.9K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

3.60%

Shares41.2K

Event2026-06-30

Filed2026-07-31

USB

US BANCORP

0.85%

Shares70.2K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

-0.98%

Shares10.3K

Event2026-06-30

Filed2026-07-31

WYNN

WYNN RESORTS LTD

1.86%

Shares36.5K

Event2026-06-30

Filed2026-07-31

UBER

UBER TECHNOLOGIES INC

2.05%

Shares49.0K

Event2026-06-30

Filed2026-07-31

ALB

ALBEMARLE CORP

0.79%

Shares25.9K

Event2026-06-30

Filed2026-07-31

EEM

ISHARES TR

0.98%

Shares50.1K

Event2026-06-30

Filed2026-07-31

CRM

SALESFORCE INC

-9.39%

Shares20.5K

Event2026-06-30

Filed2026-07-31

DIS

DISNEY WALT CO

2.94%

Shares32.0K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

-4.14%

Shares2.4K

Event2026-06-30

Filed2026-07-31

INTC

INTEL CORP

-13.61%

Shares20.5K

Event2026-06-30

Filed2026-07-31

SNOWFLAKE INC

New

Shares11.2K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

279.94%

Shares21.5K

Event2026-06-30

Filed2026-07-31

ILMN

ILLUMINA INC

2.88%

Shares15.2K

Event2026-06-30

Filed2026-07-31

ORACLE CORP

-4.54%

Shares17.8K

Event2026-06-30

Filed2026-07-31

CHEWY INC

8.37%

Shares127.3K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

-0.29%

Shares15.7K

Event2026-06-30

Filed2026-07-31

PYPL

PAYPAL HLDGS INC

3.04%

Shares54.4K

Event2026-06-30

Filed2026-07-31

LAUDER ESTEE COS INC

7.29%

Shares28.8K

Event2026-06-30

Filed2026-07-31

ECL

ECOLAB INC

-0.06%

Shares8.1K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

3.45%

Shares17.1K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

5.37%

Shares5.6K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

0.05%

Shares15.5K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

-12.69%

Shares4.1K

Event2026-06-30

Filed2026-07-31

ELV

ELEVANCE HEALTH INC FORMERLY

0.64%

Shares5.2K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

-3.86%

Shares7.9K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

4.99%

Shares48.0K

Event2026-06-30

Filed2026-07-31

APH

AMPHENOL CORP

0.55%

Shares10.8K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

-4.03%

Shares17.8K

Event2026-06-30

Filed2026-07-31

VLO

VALERO ENERGY CORP

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-31

ALGN

ALIGN TECHNOLOGY INC

8.62%

Shares10.0K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

-0.06%

Shares3.3K

Event2026-06-30

Filed2026-07-31

GNTX

GENTEX CORP

-0.27%

Shares61.8K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

299.83%

Shares19.2K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

-0.71%

Shares10.8K

Event2026-06-30

Filed2026-07-31

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC

-1.84%

Shares16.1K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

-17.85%

Shares11.1K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

-1.54%

Shares18.0K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP

-6.14%

Shares4.7K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

-0.79%

Shares7.5K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-31

IWB

ISHARES TR

-2.08%

Shares2.8K

Event2026-06-30

Filed2026-07-31

DGRO

ISHARES TR

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

-28.50%

Shares1.1K

Event2026-06-30

Filed2026-07-31

FITB

FIFTH THIRD BANCORP

0.48%

Shares20.0K

Event2026-06-30

Filed2026-07-31

APPLIED MATLS INC

0.65%

Shares1.5K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

-1.90%

Shares13.3K

Event2026-06-30

Filed2026-07-31

AMGN

AMGEN INC

-3.85%

Shares2.9K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES TR

-1.64%

Shares5.7K

Event2026-06-30

Filed2026-07-31

QUAL

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-31

UNP

UNION PAC CORP

-10.18%

Shares3.6K

Event2026-06-30

Filed2026-07-31

PRFZ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares17.1K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-1.29%

Shares9.7K

Event2026-06-30

Filed2026-07-31

ZOETIS INC

-3.22%

Shares12.9K

Event2026-06-30

Filed2026-07-31

EMXC

ISHARES INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-31

ACIO

ETF SER SOLUTIONS

0.00%

Shares19.6K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

-5.73%

Shares6.2K

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-15.17%

Shares3.6K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

-4.20%

Shares1.3K

Event2026-06-30

Filed2026-07-31

MASTERCARD INCORPORATED

49.55%

Shares1.7K

Event2026-06-30

Filed2026-07-31

ADOBE INC

-17.03%

Shares4.2K

Event2026-06-30

Filed2026-07-31

AMERIPRISE FINL INC

-1.89%

Shares1.8K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

-38.84%

Shares1.4K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

0.24%

Shares6.3K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

-4.50%

Shares2.9K

Event2026-06-30

Filed2026-07-31

FDX

FEDEX CORP

-24.55%

Shares2.3K

Event2026-06-30

Filed2026-07-31

MTUM

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-31

LULU

LULULEMON ATHLETICA INC

10.27%

Shares6.1K

Event2026-06-30

Filed2026-07-31

FPX

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-6.50%

Shares7.4K

Event2026-06-30

Filed2026-07-31

FTNT

FORTINET INC

0.76%

Shares4.4K

Event2026-06-30

Filed2026-07-31

EDWARDS LIFESCIENCES CORP

0.41%

Shares7.3K

Event2026-06-30

Filed2026-07-31

ETN

EATON CORP PLC

0.53%

Shares1.5K

Event2026-06-30

Filed2026-07-31

COLGATE PALMOLIVE CO

-0.07%

Shares7.1K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

-6.37%

Shares2.1K

Event2026-06-30

Filed2026-07-31

PTMC

PACER FDS TR

0.00%

Shares15.3K

Event2026-06-30

Filed2026-07-31

PTLC

PACER FDS TR

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-31

IDEXX LABS INC

0.67%

Shares1.2K

Event2026-06-30

Filed2026-07-31

DEERE & CO

-4.54%

Shares989

Event2026-06-30

Filed2026-07-31

PFE

PFIZER INC

-6.15%

Shares25.9K

Event2026-06-30

Filed2026-07-31

WINN

HARBOR ETF TRUST

New

Shares18.9K

Event2026-06-30

Filed2026-07-31

AMT

AMERICAN TOWER CORP

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

PTNQ

PACER FDS TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-31

BLK

BLACKROCK INC

-0.16%

Shares610

Event2026-06-30

Filed2026-07-31

OAKM

HARRIS OAKMARK ETF TRUST

New

Shares20.5K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

2.98%

Shares1.2K

Event2026-06-30

Filed2026-07-31

PTIN

PACER FDS TR

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

-43.83%

Shares1.9K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

-1.42%

Shares1.4K

Event2026-06-30

Filed2026-07-31

NUE

NUCOR CORP

3.86%

Shares2.3K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC

1.99%

Shares2.8K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-31

3M CO

-1.01%

Shares2.9K

Event2026-06-30

Filed2026-07-31

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-31

LGLV

SPDR SERIES TRUST

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

SDY

SPDR SERIES TRUST

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

-3.84%

Shares1.3K

Event2026-06-30

Filed2026-07-31

BIV

VANGUARD BD INDEX FDS

-2.24%

Shares5.7K

Event2026-06-30

Filed2026-07-31

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares445

Event2026-06-30

Filed2026-07-31

SOUTHERN CO

-5.93%

Shares4.4K

Event2026-06-30

Filed2026-07-31

IQLT

ISHARES TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-31

CARR

CARRIER GLOBAL CORPORATION

0.88%

Shares5.7K

Event2026-06-30

Filed2026-07-31

LIN

LINDE PLC

1.25%

Shares809

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

3.83%

Shares2.0K

Event2026-06-30

Filed2026-07-31

NVT

NVENT ELEC PLC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-31

BOEING CO

-12.22%

Shares1.9K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-3.77%

Shares5.7K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-31

SLYG

SPDR SERIES TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

INTU

INTUIT

-3.02%

Shares1.6K

Event2026-06-30

Filed2026-07-31

FAST

FASTENAL CO

1.07%

Shares8.5K

Event2026-06-30

Filed2026-07-31

MINT

PIMCO ETF TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

-79.27%

Shares346

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE IN

-2.31%

Shares3.2K

Event2026-06-30

Filed2026-07-31

WMT

WALMART INC

6.45%

Shares3.3K

Event2026-06-30

Filed2026-07-31

NOC

NORTHROP GRUMMAN CORP

0.14%

Shares710

Event2026-06-30

Filed2026-07-31

JBHT

HUNT J B TRANS SVCS INC

0.82%

Shares1.2K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

JACOBS SOLUTIONS INC

-23.78%

Shares2.7K

Event2026-06-30

Filed2026-07-31

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

-6.94%

Shares2.7K

Event2026-06-30

Filed2026-07-31

TTC

TORO CO

-3.47%

Shares3.5K

Event2026-06-30

Filed2026-07-31

COP

CONOCOPHILLIPS

-2.72%

Shares3.2K

Event2026-06-30

Filed2026-07-31

PALANTIR TECHNOLOGIES INC

-33.47%

Shares2.9K

Event2026-06-30

Filed2026-07-31

IEF

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

TRAVELERS COMPANIES INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

SMDV

PROSHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-31

XSLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-31

MDY

STATE STR SPDR S&P MIDCAP 40

-3.52%

Shares411

Event2026-06-30

Filed2026-07-31

TSLA

TESLA INC

28.44%

Shares682

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

500.00%

Shares3.3K

Event2026-06-30

Filed2026-07-31

EMR

EMERSON ELEC CO

-42.70%

Shares1.9K

Event2026-06-30

Filed2026-07-31

AT&T INC

-29.89%

Shares13.2K

Event2026-06-30

Filed2026-07-31

APD

AIR PRODUCTS AND CHEMICALS I

-8.09%

Shares932

Event2026-06-30

Filed2026-07-31

ROL

ROLLINS INC

0.38%

Shares6.5K

Event2026-06-30

Filed2026-07-31

IBHI

ISHARES TR

0.00%

Shares11.3K

Event2026-06-30

Filed2026-07-31

AAON

AAON INC

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

IAU

ISHARES GOLD TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-31

FISERV INC

-15.86%

Shares5.2K

Event2026-06-30

Filed2026-07-31

CME

CME GROUP INC

0.62%

Shares1.1K

Event2026-06-30

Filed2026-07-31

PARKER-HANNIFIN CORP

4.05%

Shares257

Event2026-06-30

Filed2026-07-31

VERIZON COMMUNICATIONS INC

-12.02%

Shares5.6K

Event2026-06-30

Filed2026-07-31

JAAA

JANUS DETROIT STR TR

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

-39.40%

Shares623

Event2026-06-30

Filed2026-07-31

HUBB

HUBBELL INC

1.15%

Shares439

Event2026-06-30

Filed2026-07-31

WSO

WATSCO INC

-0.91%

Shares546

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

New

Shares4.0K

Event2026-06-30

Filed2026-07-31

SPTS

SPDR SERIES TRUST

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-31

CEG

CONSTELLATION ENERGY CORP

-1.10%

Shares901

Event2026-06-30

Filed2026-07-31

OKE

ONEOK INC NEW

1.59%

Shares2.6K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares432

Event2026-06-30

Filed2026-07-31

BKNG

BOOKING HOLDINGS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-31

EME

EMCOR GROUP INC

New

Shares252

Event2026-06-30

Filed2026-07-31

SNDK

SANDISK CORP

New

Shares91

Event2026-06-30

Filed2026-07-31

HBAN

HUNTINGTON BANCSHARES INC

-8.79%

Shares11.6K

Event2026-06-30

Filed2026-07-31

EBAY

EBAY INC.

New

Shares1.8K

Event2026-06-30

Filed2026-07-31

FIX

COMFORT SYS USA INC

New

Shares103

Event2026-06-30

Filed2026-07-31

PGR

PROGRESSIVE CORP

New

Shares933

Event2026-06-30

Filed2026-07-31

WFC

WELLS FARGO & CO

New

Shares2.5K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-19.68%

Shares2.6K

Event2026-06-30

Filed2026-07-31

FORD MTR CO

-1.60%

Shares14.1K

Event2026-06-30

Filed2026-07-31

VRCA

VERRICA PHARMACEUTICALS INC

-3.77%

Shares16.6K

Event2026-06-30

Filed2026-07-31

UFPI

UFP INDUSTRIES INC

0.00%

Shares840

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available