Sponsored

The Analysis of Harbor Group, Inc.'s Holdings & P&L

Currently, Harbor Group, Inc. holds 115 types of securities in its portfolio with a total value $851.3M. In the most recent quarter, they have increased their positions in TPR (+553.3K shares, valued at $81.0M), FLQM (+43.9K shares, valued at $2.5M), VUG (+24.1K shares, valued at $2.1M); decreased their positions in MUB (-10.4K shares, valued at $1.1M), AMD (-1.5K shares, valued at $871.4K), EBC (-25.0K shares, valued at $556.5K); initiated new positions in TPR (+553.3K shares, valued at $81.0M), N/A (+3.8K shares, valued at $657.1K), VYM (+1.5K shares, valued at $231.6K).

1M P&L

-22.6M-2.71%

3M P&L

+16.2M+2.04%

HY P&L

+19.7M+2.49%

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/A711.0M

87.5%

2Luxury Goods81.0M

10.0%

3Farm & Heavy Construction Machinery5.2M

0.6%

Top Industries by Stock Count

1N/A71 stocks

71.7%

2Semiconductors4 stocks

4.0%

3Internet Content & Information2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TPR TAPESTRY INC553.3K sharesnew addition2026-06-302026-07-22

FLQM FRANKLIN TEMPLETON ETF TR945.3K shares4.87%2026-06-302026-07-22

BKCI BNY MELLON ETF TRUST1.0M shares3.68%2026-06-302026-07-22

MOAT VANECK ETF TRUST500.9K shares3.36%2026-06-302026-07-22

JCPB J P MORGAN EXCHANGE TRADED F1.1M shares2.14%2026-06-302026-07-22

FBND FIDELITY MERRIMACK STR TR1.1M shares2.21%2026-06-302026-07-22

PVAL PUTNAM ETF TRUST876.3K shares1.81%2026-06-302026-07-22

IQLT ISHARES TR880.7K shares4.87%2026-06-302026-07-22

Sponsored

SPYV SPDR SERIES TRUST500.8K shares3.21%2026-06-302026-07-22

AVUV AMERICAN CENTY ETF TR224.5K shares0.25%2026-06-302026-07-22

TCHP T ROWE PRICE EXCHANGE-TRADED553.4K shares8.00%2026-06-302026-07-22

IJH ISHARES TR343.4K shares-0.25%2026-06-302026-07-22

SCHG SCHWAB STRATEGIC TR725.8K shares-0.73%2026-06-302026-07-22

IJR ISHARES TR161.3K shares-1.80%2026-06-302026-07-22

ISHARES TR ISHARES TR31.8K shares0.71%2026-06-302026-07-22

SPYG SPDR SERIES TRUST195.2K shares1.52%2026-06-302026-07-22

Sponsored

HTAX NOMURA ETF TR735.0K shares-1.33%2026-06-302026-07-22

SCHM SCHWAB STRATEGIC TR478.1K shares0.61%2026-06-302026-07-22

JMUB J P MORGAN EXCHANGE TRADED F313.2K shares1.34%2026-06-302026-07-22

SCHV SCHWAB STRATEGIC TR323.7K shares-1.01%2026-06-302026-07-22

RLY SSGA ACTIVE ETF TR295.8K shares1.53%2026-06-302026-07-22

SCHX SCHWAB STRATEGIC TR275.8K shares-0.49%2026-06-302026-07-22

MUB ISHARES TR75.1K shares-12.11%2026-06-302026-07-22

VPLS VANGUARD MALVERN FDS103.7K shares22.94%2026-06-302026-07-22

Sponsored

TCAF T ROWE PRICE EXCHANGE-TRADED182.4K shares28.82%2026-06-302026-07-22

AVDV AMERICAN CENTY ETF TR72.3K shares19.01%2026-06-302026-07-22

AVEM AMERICAN CENTY ETF TR77.0K shares19.26%2026-06-302026-07-22

AVIV AMERICAN CENTY ETF TR84.9K shares22.56%2026-06-302026-07-22

CAT CATERPILLAR INC4.9K shares-0.23%2026-06-302026-07-22

EFV ISHARES TR64.1K shares1.77%2026-06-302026-07-22

EFG ISHARES TR39.3K shares1.15%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST54.1K shares47.02%2026-06-302026-07-22

Sponsored

DFAX DIMENSIONAL ETF TRUST115.6K shares0.95%2026-06-302026-07-22

SCHA SCHWAB STRATEGIC TR93.0K shares-2.82%2026-06-302026-07-22

HYMB SPDR SERIES TRUST117.6K shares-0.66%2026-06-302026-07-22

VUG VANGUARD INDEX FDS28.9K shares498.86%2026-06-302026-07-22

AOR ISHARES TR30.8K shares10.16%2026-06-302026-07-22

AAPL APPLE INC7.1K shares-20.85%2026-06-302026-07-22

FNDX SCHWAB STRATEGIC TR64.9K shares0.01%2026-06-302026-07-22

VSDM VANGUARD MUN BD FDS25.9K shares-17.67%2026-06-302026-07-22

Sponsored

ADI ANALOG DEVICES INC4.8K shares0.00%2026-06-302026-07-22

VO VANGUARD INDEX FDS23.7K shares294.24%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS5.1K shares0.27%2026-06-302026-07-22

QQQ INVESCO QQQ TR2.0K shares-7.05%2026-06-302026-07-22

VB VANGUARD INDEX FDS4.2K shares-2.03%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.8K shares0.50%2026-06-302026-07-22

GE GE AEROSPACE3.1K shares-0.81%2026-06-302026-07-22

EBC EASTERN BANKSHARES INC49.4K shares-33.61%2026-06-302026-07-22

Sponsored

VISA INC VISA INC3.2K shares-4.57%2026-06-302026-07-22

ISHARES TR ISHARES TR10.6K shares9.52%2026-06-302026-07-22

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.3K shares0.54%2026-06-302026-07-22

IWF ISHARES TR7.4K shares300.05%2026-06-302026-07-22

IWB ISHARES TR2.2K shares0.13%2026-06-302026-07-22

GEV GE VERNOVA INC736 shares-0.94%2026-06-302026-07-22

VTV VANGUARD INDEX FDS3.9K shares-9.52%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.1K shares-1.02%2026-06-302026-07-22

Sponsored

AMD ADVANCED MICRO DEVICES INC1.4K shares-52.28%2026-06-302026-07-22

MSFT MICROSOFT CORP2.1K shares-22.69%2026-06-302026-07-22

SCZ ISHARES TR9.2K shares1.09%2026-06-302026-07-22

KEYS KEYSIGHT TECHNOLOGIES INC2.1K shares0.00%2026-06-302026-07-22

VOO VANGUARD INDEX FDS1.1K shares1.12%2026-06-302026-07-22

RTX CORPORATION RTX CORPORATION3.7K shares-0.27%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-12.93%2026-06-302026-07-22

REET ISHARES TR24.0K shares-5.28%2026-06-302026-07-22

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.8K sharesnew addition2026-06-302026-07-22

SUSA ISHARES TR3.9K shares-2.79%2026-06-302026-07-22

ITOT ISHARES TR3.6K shares-6.63%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS8.2K shares0.52%2026-06-302026-07-22

EXXON MOBIL CORP EXXON MOBIL CORP4.0K shares-15.59%2026-06-302026-07-22

DFAC DIMENSIONAL ETF TRUST12.1K shares-5.29%2026-06-302026-07-22

MDY STATE STR SPDR S&P MIDCAP 40761 shares0.13%2026-06-302026-07-22

IWD ISHARES TR2.1K shares0.09%2026-06-302026-07-22

Sponsored

VXUS VANGUARD STAR FDS5.5K shares0.46%2026-06-302026-07-22

CSX CSX CORP8.9K shares-39.31%2026-06-302026-07-22

SDY SPDR SERIES TRUST2.7K shares48.95%2026-06-302026-07-22

GIB CGI INC6.3K shares0.00%2026-06-302026-07-22

TXN TEXAS INSTRS INC1.3K shares-4.55%2026-06-302026-07-22

ESGD ISHARES TR3.8K shares-10.89%2026-06-302026-07-22

USMV ISHARES TR4.0K shares0.02%2026-06-302026-07-22

XLK SELECT SECTOR SPDR TR2.0K shares0.10%2026-06-302026-07-22

Sponsored

TD TORONTO DOMINION BK ONT3.2K shares0.00%2026-06-302026-07-22

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION379 shares-29.68%2026-06-302026-07-22

IVW ISHARES TR2.6K shares0.74%2026-06-302026-07-22

CVX CHEVRON CORPORATION2.1K shares0.47%2026-06-302026-07-22

INTU INTUIT1.3K shares0.30%2026-06-302026-07-22

FELV FIDELITY COVINGTON TRUST8.7K shares0.36%2026-06-302026-07-22

ESML ISHARES TR6.1K shares0.05%2026-06-302026-07-22

GOOGL ALPHABET INC930 shares-2.92%2026-06-302026-07-22

Sponsored

AMZN AMAZON COM INC1.4K shares-2.50%2026-06-302026-07-22

ABBVIE INC ABBVIE INC1.3K shares-9.76%2026-06-302026-07-22

AXP AMERICAN EXPRESS CO945 shares0.32%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND603 shares0.33%2026-06-302026-07-22

HD HOME DEPOT INC880 shares0.69%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T1.4K shares0.42%2026-06-302026-07-22

LLY ELI LILLY & CO252 shares0.00%2026-06-302026-07-22

GOOG ALPHABET INC806 shares-25.37%2026-06-302026-07-22

Sponsored

BROADCOM INC BROADCOM INC740 shares-25.18%2026-06-302026-07-22

HDV ISHARES TR10.1K shares400.00%2026-06-302026-07-22

JMST J P MORGAN EXCHANGE TRADED F4.8K shares0.65%2026-06-302026-07-22

TSLA TESLA INC576 shares-4.64%2026-06-302026-07-22

GRPM INVESCO EXCHANGE TRADED FD T1.8K shares0.17%2026-06-302026-07-22

ORACLE CORP ORACLE CORP1.6K shares-15.80%2026-06-302026-07-22

VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2026-06-302026-07-22

SMH VANECK ETF TRUST351 shares-34.51%2026-06-302026-07-22

Sponsored

NVDA NVIDIA CORPORATION1.1K shares-36.52%2026-06-302026-07-22

LMT LOCKHEED MARTIN CORP446 shares-47.16%2026-06-302026-07-22

MASTERCARD INCORPORATED MASTERCARD INCORPORATED441 shares0.00%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR7.1K shares-9.82%2026-06-302026-07-22

MINO PIMCO ETF TR4.8K shares1.00%2026-06-302026-07-22

KO COCA COLA CO2.7K shares-15.50%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS921 sharesnew addition2026-06-302026-07-22

IXUS ISHARES TR2.2K sharesnew addition2026-06-302026-07-22

Sponsored

FDVV FIDELITY COVINGTON TRUST3.4K sharesnew addition2026-06-302026-07-22

SPHQ INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2026-06-302026-07-22

CXM SPRINKLR INC10.9K shares0.00%2026-06-302026-07-22

TPR

TAPESTRY INC

New

Shares553.3K

Event2026-06-30

Filed2026-07-22

FLQM

FRANKLIN TEMPLETON ETF TR

4.87%

Shares945.3K

Event2026-06-30

Filed2026-07-22

BKCI

BNY MELLON ETF TRUST

3.68%

Shares1.0M

Event2026-06-30

Filed2026-07-22

MOAT

VANECK ETF TRUST

3.36%

Shares500.9K

Event2026-06-30

Filed2026-07-22

JCPB

J P MORGAN EXCHANGE TRADED F

2.14%

Shares1.1M

Event2026-06-30

Filed2026-07-22

FBND

FIDELITY MERRIMACK STR TR

2.21%

Shares1.1M

Event2026-06-30

Filed2026-07-22

PVAL

PUTNAM ETF TRUST

1.81%

Shares876.3K

Event2026-06-30

Filed2026-07-22

IQLT

ISHARES TR

4.87%

Shares880.7K

Event2026-06-30

Filed2026-07-22

SPYV

SPDR SERIES TRUST

3.21%

Shares500.8K

Event2026-06-30

Filed2026-07-22

AVUV

AMERICAN CENTY ETF TR

0.25%

Shares224.5K

Event2026-06-30

Filed2026-07-22

TCHP

T ROWE PRICE EXCHANGE-TRADED

8.00%

Shares553.4K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

-0.25%

Shares343.4K

Event2026-06-30

Filed2026-07-22

SCHG

SCHWAB STRATEGIC TR

-0.73%

Shares725.8K

Event2026-06-30

Filed2026-07-22

IJR

ISHARES TR

-1.80%

Shares161.3K

Event2026-06-30

Filed2026-07-22

ISHARES TR

0.71%

Shares31.8K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

1.52%

Shares195.2K

Event2026-06-30

Filed2026-07-22

HTAX

NOMURA ETF TR

-1.33%

Shares735.0K

Event2026-06-30

Filed2026-07-22

SCHM

SCHWAB STRATEGIC TR

0.61%

Shares478.1K

Event2026-06-30

Filed2026-07-22

JMUB

J P MORGAN EXCHANGE TRADED F

1.34%

Shares313.2K

Event2026-06-30

Filed2026-07-22

SCHV

SCHWAB STRATEGIC TR

-1.01%

Shares323.7K

Event2026-06-30

Filed2026-07-22

RLY

SSGA ACTIVE ETF TR

1.53%

Shares295.8K

Event2026-06-30

Filed2026-07-22

SCHX

SCHWAB STRATEGIC TR

-0.49%

Shares275.8K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

-12.11%

Shares75.1K

Event2026-06-30

Filed2026-07-22

VPLS

VANGUARD MALVERN FDS

22.94%

Shares103.7K

Event2026-06-30

Filed2026-07-22

TCAF

T ROWE PRICE EXCHANGE-TRADED

28.82%

Shares182.4K

Event2026-06-30

Filed2026-07-22

AVDV

AMERICAN CENTY ETF TR

19.01%

Shares72.3K

Event2026-06-30

Filed2026-07-22

AVEM

AMERICAN CENTY ETF TR

19.26%

Shares77.0K

Event2026-06-30

Filed2026-07-22

AVIV

AMERICAN CENTY ETF TR

22.56%

Shares84.9K

Event2026-06-30

Filed2026-07-22

CAT

CATERPILLAR INC

-0.23%

Shares4.9K

Event2026-06-30

Filed2026-07-22

EFV

ISHARES TR

1.77%

Shares64.1K

Event2026-06-30

Filed2026-07-22

EFG

ISHARES TR

1.15%

Shares39.3K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

47.02%

Shares54.1K

Event2026-06-30

Filed2026-07-22

DFAX

DIMENSIONAL ETF TRUST

0.95%

Shares115.6K

Event2026-06-30

Filed2026-07-22

SCHA

SCHWAB STRATEGIC TR

-2.82%

Shares93.0K

Event2026-06-30

Filed2026-07-22

HYMB

SPDR SERIES TRUST

-0.66%

Shares117.6K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

498.86%

Shares28.9K

Event2026-06-30

Filed2026-07-22

AOR

ISHARES TR

10.16%

Shares30.8K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-20.85%

Shares7.1K

Event2026-06-30

Filed2026-07-22

FNDX

SCHWAB STRATEGIC TR

0.01%

Shares64.9K

Event2026-06-30

Filed2026-07-22

VSDM

VANGUARD MUN BD FDS

-17.67%

Shares25.9K

Event2026-06-30

Filed2026-07-22

ADI

ANALOG DEVICES INC

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

294.24%

Shares23.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

0.27%

Shares5.1K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-7.05%

Shares2.0K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-2.03%

Shares4.2K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.50%

Shares3.8K

Event2026-06-30

Filed2026-07-22

GE AEROSPACE

-0.81%

Shares3.1K

Event2026-06-30

Filed2026-07-22

EBC

EASTERN BANKSHARES INC

-33.61%

Shares49.4K

Event2026-06-30

Filed2026-07-22

VISA INC

-4.57%

Shares3.2K

Event2026-06-30

Filed2026-07-22

ISHARES TR

9.52%

Shares10.6K

Event2026-06-30

Filed2026-07-22

UNITEDHEALTH GROUP INC

0.54%

Shares2.3K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

300.05%

Shares7.4K

Event2026-06-30

Filed2026-07-22

IWB

ISHARES TR

0.13%

Shares2.2K

Event2026-06-30

Filed2026-07-22

GEV

GE VERNOVA INC

-0.94%

Shares736

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

-9.52%

Shares3.9K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-1.02%

Shares1.1K

Event2026-06-30

Filed2026-07-22

AMD

ADVANCED MICRO DEVICES INC

-52.28%

Shares1.4K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

-22.69%

Shares2.1K

Event2026-06-30

Filed2026-07-22

SCZ

ISHARES TR

1.09%

Shares9.2K

Event2026-06-30

Filed2026-07-22

KEYS

KEYSIGHT TECHNOLOGIES INC

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

1.12%

Shares1.1K

Event2026-06-30

Filed2026-07-22

RTX CORPORATION

-0.27%

Shares3.7K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

-12.93%

Shares1.4K

Event2026-06-30

Filed2026-07-22

REET

ISHARES TR

-5.28%

Shares24.0K

Event2026-06-30

Filed2026-07-22

SPACE EXPLORATION TECHN CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-22

SUSA

ISHARES TR

-2.79%

Shares3.9K

Event2026-06-30

Filed2026-07-22

ITOT

ISHARES TR

-6.63%

Shares3.6K

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

0.52%

Shares8.2K

Event2026-06-30

Filed2026-07-22

EXXON MOBIL CORP

-15.59%

Shares4.0K

Event2026-06-30

Filed2026-07-22

DFAC

DIMENSIONAL ETF TRUST

-5.29%

Shares12.1K

Event2026-06-30

Filed2026-07-22

MDY

STATE STR SPDR S&P MIDCAP 40

0.13%

Shares761

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

0.09%

Shares2.1K

Event2026-06-30

Filed2026-07-22

VXUS

VANGUARD STAR FDS

0.46%

Shares5.5K

Event2026-06-30

Filed2026-07-22

CSX

CSX CORP

-39.31%

Shares8.9K

Event2026-06-30

Filed2026-07-22

SDY

SPDR SERIES TRUST

48.95%

Shares2.7K

Event2026-06-30

Filed2026-07-22

GIB

CGI INC

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-22

TXN

TEXAS INSTRS INC

-4.55%

Shares1.3K

Event2026-06-30

Filed2026-07-22

ESGD

ISHARES TR

-10.89%

Shares3.8K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

0.02%

Shares4.0K

Event2026-06-30

Filed2026-07-22

XLK

SELECT SECTOR SPDR TR

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-22

TORONTO DOMINION BK ONT

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

COSTCO WHOLESALE CORPORATION

-29.68%

Shares379

Event2026-06-30

Filed2026-07-22

IVW

ISHARES TR

0.74%

Shares2.6K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

0.47%

Shares2.1K

Event2026-06-30

Filed2026-07-22

INTU

INTUIT

0.30%

Shares1.3K

Event2026-06-30

Filed2026-07-22

FELV

FIDELITY COVINGTON TRUST

0.36%

Shares8.7K

Event2026-06-30

Filed2026-07-22

ESML

ISHARES TR

0.05%

Shares6.1K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

-2.92%

Shares930

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-2.50%

Shares1.4K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

-9.76%

Shares1.3K

Event2026-06-30

Filed2026-07-22

AXP

AMERICAN EXPRESS CO

0.32%

Shares945

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

0.33%

Shares603

Event2026-06-30

Filed2026-07-22

HOME DEPOT INC

0.69%

Shares880

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

0.42%

Shares1.4K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

0.00%

Shares252

Event2026-06-30

Filed2026-07-22

GOOG

ALPHABET INC

-25.37%

Shares806

Event2026-06-30

Filed2026-07-22

BROADCOM INC

-25.18%

Shares740

Event2026-06-30

Filed2026-07-22

HDV

ISHARES TR

400.00%

Shares10.1K

Event2026-06-30

Filed2026-07-22

JMST

J P MORGAN EXCHANGE TRADED F

0.65%

Shares4.8K

Event2026-06-30

Filed2026-07-22

TSLA

TESLA INC

-4.64%

Shares576

Event2026-06-30

Filed2026-07-22

GRPM

INVESCO EXCHANGE TRADED FD T

0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-22

ORACLE CORP

-15.80%

Shares1.6K

Event2026-06-30

Filed2026-07-22

VYM

VANGUARD WHITEHALL FDS

New

Shares1.5K

Event2026-06-30

Filed2026-07-22

SMH

VANECK ETF TRUST

-34.51%

Shares351

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-36.52%

Shares1.1K

Event2026-06-30

Filed2026-07-22

LMT

LOCKHEED MARTIN CORP

-47.16%

Shares446

Event2026-06-30

Filed2026-07-22

MASTERCARD INCORPORATED

0.00%

Shares441

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

-9.82%

Shares7.1K

Event2026-06-30

Filed2026-07-22

MINO

PIMCO ETF TR

1.00%

Shares4.8K

Event2026-06-30

Filed2026-07-22

COCA COLA CO

-15.50%

Shares2.7K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares921

Event2026-06-30

Filed2026-07-22

IXUS

ISHARES TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

FDVV

FIDELITY COVINGTON TRUST

New

Shares3.4K

Event2026-06-30

Filed2026-07-22

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.2K

Event2026-06-30

Filed2026-07-22

CXM

SPRINKLR INC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available