Sponsored

The Analysis of Inlet Private Wealth, LLC's Holdings & P&L

Currently, Inlet Private Wealth, LLC holds 133 types of securities in its portfolio with a total value $411.3M. In the most recent quarter, they have increased their positions in BKNG (+3.9K shares, valued at $690.7K), KLAC (+1.9K shares, valued at $564.0K), SNY (+12.7K shares, valued at $541.8K); decreased their positions in N/A (-5.0K shares, valued at $4.8M), AAPL (-7.5K shares, valued at $2.2M), GOOG (-5.2K shares, valued at $1.8M); initiated new positions in SNY (+12.7K shares, valued at $541.8K), LULU (+4.4K shares, valued at $502.4K), COO (+5.8K shares, valued at $415.9K).

1M P&L

+3.1M+0.94%

3M P&L

+10.9M+3.41%

HY P&L

+29.9M+9.97%

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

1Consumer Electronics24.4M

7.4%

2Banks - Diversified20.2M

6.1%

3Drug Manufacturers - General19.3M

5.8%

Top Industries by Stock Count

1N/A8 stocks

7.3%

2Drug Manufacturers - General6 stocks

5.5%

3Semiconductors4 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC65.9K shares-10.22%2026-06-302026-08-07

MSFT MICROSOFT CORP37.8K shares-1.34%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC118.4K shares-8.47%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL25.8K shares-8.67%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO38.9K shares-10.36%2026-06-302026-08-07

RPRX ROYALTY PHARMA PLC211.2K shares-2.25%2026-06-302026-08-07

GOOG ALPHABET INC33.2K shares-13.44%2026-06-302026-08-07

MCK MCKESSON CORP15.3K shares-13.54%2026-06-302026-08-07

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.7K shares-29.90%2026-06-302026-08-07

C CITIGROUP INC80.7K shares-4.72%2026-06-302026-08-07

FLEX FLEX LTD64.6K shares-1.40%2026-06-302026-08-07

DVA DAVITA INC40.5K shares-0.06%2026-06-302026-08-07

GE GE AEROSPACE23.5K shares-15.91%2026-06-302026-08-07

MO ALTRIA GROUP INC112.3K shares-4.95%2026-06-302026-08-07

BTI BRITISH AMERN TOB PLC126.3K shares-5.60%2026-06-302026-08-07

ITRN ITURAN LOCATION AND CONTROL125.4K shares0.00%2026-06-302026-08-07

Sponsored

WASTE MGMT INC DEL WASTE MGMT INC DEL32.7K shares-7.24%2026-06-302026-08-07

AMGN AMGEN INC19.0K shares-6.86%2026-06-302026-08-07

QCOM QUALCOMM INC36.5K shares-13.45%2026-06-302026-08-07

MRK MERCK & CO INC51.2K shares-13.84%2026-06-302026-08-07

BAC BANK OF AMER CORP110.9K shares-6.73%2026-06-302026-08-07

GOOGL ALPHABET INC17.5K shares-10.19%2026-06-302026-08-07

CVS CVS HEALTH CORP57.1K shares0.00%2026-06-302026-08-07

CME CME GROUP INC26.7K shares-6.72%2026-06-302026-08-07

Sponsored

DHI D R HORTON INC35.3K shares-13.48%2026-06-302026-08-07

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW102.8K shares0.00%2026-06-302026-08-07

SONY SONY GROUP CORP267.8K shares-0.97%2026-06-302026-08-07

PHG KONINKLIJKE PHILIPS N V185.3K shares0.92%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED14.0K shares0.72%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION5.1K shares0.00%2026-06-302026-08-07

ECG EVERUS CONSTR GROUP27.4K shares0.00%2026-06-302026-08-07

HRB BLOCK H & R INC113.9K shares10.80%2026-06-302026-08-07

Sponsored

BDX BECTON DICKINSON & CO27.8K shares12.15%2026-06-302026-08-07

JNJ JOHNSON & JOHNSON15.9K shares-6.62%2026-06-302026-08-07

LABCORP HOLDINGS INC LABCORP HOLDINGS INC13.9K shares0.00%2026-06-302026-08-07

NEM NEWMONT CORP41.1K shares0.00%2026-06-302026-08-07

EBAY EBAY INC.34.1K shares-13.21%2026-06-302026-08-07

ABBVIE INC ABBVIE INC14.4K shares-2.57%2026-06-302026-08-07

FI FISERV INC68.1K shares0.35%2026-06-302026-08-07

TXT TEXTRON INC36.2K shares-0.55%2026-06-302026-08-07

Sponsored

ARCO ARCOS DORADOS HLDGS INC377.9K shares-0.26%2026-06-302026-08-07

UNP UNION PAC CORP10.8K shares-21.92%2026-06-302026-08-07

BLK BLACKROCK INC3.0K shares-7.60%2026-06-302026-08-07

CPRT COPART INC103.5K shares-0.11%2026-06-302026-08-07

BKNG BOOKING HOLDINGS INC16.1K shares31.58%2026-06-302026-08-07

TGT TARGET CORP21.6K shares0.00%2026-06-302026-08-07

FN FABRINET4.6K shares-1.07%2026-06-302026-08-07

IAU ISHARES GOLD TR34.3K shares0.12%2026-06-302026-08-07

Sponsored

CVX CHEVRON CORPORATION15.5K shares6.20%2026-06-302026-08-07

BK BANK OF NY MELLON CORP17.7K shares-12.36%2026-06-302026-08-07

AXP AMERICAN EXPRESS CO7.4K shares-16.60%2026-06-302026-08-07

AMZN AMAZON COM INC10.3K shares0.27%2026-06-302026-08-07

NSC NORFOLK SOUTHN CORP7.7K shares0.00%2026-06-302026-08-07

ORACLE CORP ORACLE CORP16.4K shares-17.26%2026-06-302026-08-07

TROW PRICE T ROWE GROUP INC21.1K shares0.00%2026-06-302026-08-07

FHI FEDERATED HERMES INC40.8K shares-18.09%2026-06-302026-08-07

Sponsored

WPM WHEATON PRECIOUS METALS CORP19.8K shares-20.15%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP15.8K shares-4.25%2026-06-302026-08-07

EMR EMERSON ELEC CO14.8K shares-11.11%2026-06-302026-08-07

PHM PULTE GROUP INC15.2K shares-0.01%2026-06-302026-08-07

KMI KINDER MORGAN INC DEL62.4K shares0.00%2026-06-302026-08-07

WMT WALMART INC17.3K shares0.00%2026-06-302026-08-07

SJM SMUCKER J M CO17.2K shares22.45%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP5.3K shares20.73%2026-06-302026-08-07

Sponsored

BROADCOM INC BROADCOM INC4.9K shares-0.71%2026-06-302026-08-07

HPQ HP INC82.5K shares-0.72%2026-06-302026-08-07

FLUT FLUTTER ENTMT PLC17.6K shares-16.47%2026-06-302026-08-07

PG PROCTER & GAMBLE CO11.2K shares0.00%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED3.2K shares-23.90%2026-06-302026-08-07

SSNC SS&C TECH HLDGS24.2K shares2.98%2026-06-302026-08-07

FIS FIDELITY NATL INFORMATION SV37.1K shares-35.21%2026-06-302026-08-07

DEO DIAGEO PLC17.7K shares23.42%2026-06-302026-08-07

Sponsored

VTS VITESSE ENERGY INC89.3K shares-3.93%2026-06-302026-08-07

GWW WW GRAINGER INC1.0K shares0.00%2026-06-302026-08-07

EXP EAGLE MATLS INC5.6K shares0.00%2026-06-302026-08-07

PEP PEPSICO INC9.0K shares-0.33%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP2.3K shares4.53%2026-06-302026-08-07

SKT TANGER INC27.6K shares0.00%2026-06-302026-08-07

AFL AFLAC INC8.9K shares0.00%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO17.3K shares-17.89%2026-06-302026-08-07

Sponsored

INTU INTUIT3.8K shares0.00%2026-06-302026-08-07

PGR PROGRESSIVE CORP4.4K shares0.00%2026-06-302026-08-07

UL UNILEVER PLC15.6K shares-11.17%2026-06-302026-08-07

LOW LOWES COS INC4.1K shares0.00%2026-06-302026-08-07

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC2.7K shares0.00%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC1.5K shares0.00%2026-06-302026-08-07

RSP INVESCO EXCHANGE TRADED FD T3.9K shares-1.28%2026-06-302026-08-07

TAP MOLSON COORS BEVERAGE CO20.6K shares45.23%2026-06-302026-08-07

Sponsored

KO COCA COLA CO9.2K shares1.10%2026-06-302026-08-07

HPE HEWLETT PACKARD ENTERPRISE C16.2K shares0.00%2026-06-302026-08-07

MKL MARKEL GROUP INC356 shares39.06%2026-06-302026-08-07

TT TRANE TECHNOLOGIES PLC1.3K shares0.00%2026-06-302026-08-07

KLAC KLA CORP2.1K shares898.56%2026-06-302026-08-07

ITW ILLINOIS TOOL WKS INC2.3K shares0.00%2026-06-302026-08-07

CLX CLOROX CO DEL6.5K shares0.00%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN2.6K shares-0.61%2026-06-302026-08-07

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.0K shares-55.07%2026-06-302026-08-07

ISHARES TR ISHARES TR5.6K shares-0.88%2026-06-302026-08-07

ARCH CAP GROUP LTD ARCH CAP GROUP LTD5.6K shares-3.45%2026-06-302026-08-07

CPB THE CAMPBELLS COMPANY24.4K shares-22.54%2026-06-302026-08-07

SNY SANOFI SA12.7K sharesnew addition2026-06-302026-08-07

DHR DANAHER CORP DEL2.7K shares0.00%2026-06-302026-08-07

LULU LULULEMON ATHLETICA INC4.4K sharesnew addition2026-06-302026-08-07

IWM ISHARES TR1.6K shares0.00%2026-06-302026-08-07

Sponsored

RTX CORPORATION RTX CORPORATION2.6K shares0.00%2026-06-302026-08-07

CMI CUMMINS INC678 shares0.00%2026-06-302026-08-07

VOO VANGUARD INDEX FDS682 shares0.00%2026-06-302026-08-07

PYPL PAYPAL HLDGS INC10.4K shares-4.32%2026-06-302026-08-07

DAL DELTA AIR LINES INC4.5K shares-47.87%2026-06-302026-08-07

COO COOPER COS INC5.8K sharesnew addition2026-06-302026-08-07

UPS UNITED PARCEL SVCS INC3.8K shares-3.77%2026-06-302026-08-07

INTC INTEL CORP2.8K sharesnew addition2026-06-302026-08-07

Sponsored

AMCOR PLC AMCOR PLC8.8K shares-44.60%2026-06-302026-08-07

CAT CATERPILLAR INC352 shares0.00%2026-06-302026-08-07

T AT&T INC16.5K shares45.90%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC7.8K shares-24.26%2026-06-302026-08-07

ADI ANALOG DEVICES INC819 shares0.00%2026-06-302026-08-07

APD AIR PRODUCTS AND CHEMICALS I1.1K shares0.00%2026-06-302026-08-07

VXUS VANGUARD STAR FDS3.6K shares-2.49%2026-06-302026-08-07

GEV GE VERNOVA INC260 shares-0.38%2026-06-302026-08-07

Sponsored

IJH ISHARES TR3.6K shares-7.99%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T373 shares-1.06%2026-06-302026-08-07

ISHARES TR ISHARES TR359 shares0.00%2026-06-302026-08-07

NVDA NVIDIA CORPORATION1.2K shares0.00%2026-06-302026-08-07

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.7K shares0.00%2026-06-302026-08-07

DRI DARDEN RESTAURANTS INC1.2K sharesnew addition2026-06-302026-08-07

MEDTRONIC PLC MEDTRONIC PLC3.0K shares-54.55%2026-06-302026-08-07

COF CAPITAL ONE FINL CORP1.1K shares-12.12%2026-06-302026-08-07

Sponsored

COP CONOCOPHILLIPS2.1K shares0.00%2026-06-302026-08-07

AZO AUTOZONE INC68 shares1.49%2026-06-302026-08-07

IWD ISHARES TR873 sharesnew addition2026-06-302026-08-07

NVS NOVARTIS AG1.3K sharesnew addition2026-06-302026-08-07

DYAI DYADIC INTL INC DEL30.0K shares0.00%2026-06-302026-08-07

AAPL

APPLE INC

-10.22%

Shares65.9K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-1.34%

Shares37.8K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

-8.47%

Shares118.4K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-8.67%

Shares25.8K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-10.36%

Shares38.9K

Event2026-06-30

Filed2026-08-07

RPRX

ROYALTY PHARMA PLC

-2.25%

Shares211.2K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-13.44%

Shares33.2K

Event2026-06-30

Filed2026-08-07

MCK

MCKESSON CORP

-13.54%

Shares15.3K

Event2026-06-30

Filed2026-08-07

SEAGATE TECHNOLOGY HLDNGS PL

-29.90%

Shares11.7K

Event2026-06-30

Filed2026-08-07

CITIGROUP INC

-4.72%

Shares80.7K

Event2026-06-30

Filed2026-08-07

FLEX

FLEX LTD

-1.40%

Shares64.6K

Event2026-06-30

Filed2026-08-07

DVA

DAVITA INC

-0.06%

Shares40.5K

Event2026-06-30

Filed2026-08-07

GE AEROSPACE

-15.91%

Shares23.5K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

-4.95%

Shares112.3K

Event2026-06-30

Filed2026-08-07

BTI

BRITISH AMERN TOB PLC

-5.60%

Shares126.3K

Event2026-06-30

Filed2026-08-07

ITRN

ITURAN LOCATION AND CONTROL

0.00%

Shares125.4K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-7.24%

Shares32.7K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

-6.86%

Shares19.0K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

-13.45%

Shares36.5K

Event2026-06-30

Filed2026-08-07

MRK

MERCK & CO INC

-13.84%

Shares51.2K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-6.73%

Shares110.9K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-10.19%

Shares17.5K

Event2026-06-30

Filed2026-08-07

CVS

CVS HEALTH CORP

0.00%

Shares57.1K

Event2026-06-30

Filed2026-08-07

CME

CME GROUP INC

-6.72%

Shares26.7K

Event2026-06-30

Filed2026-08-07

DHI

D R HORTON INC

-13.48%

Shares35.3K

Event2026-06-30

Filed2026-08-07

SUNCOR ENERGY INC NEW

0.00%

Shares102.8K

Event2026-06-30

Filed2026-08-07

SONY

SONY GROUP CORP

-0.97%

Shares267.8K

Event2026-06-30

Filed2026-08-07

PHG

KONINKLIJKE PHILIPS N V

0.92%

Shares185.3K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

0.72%

Shares14.0K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

ECG

EVERUS CONSTR GROUP

0.00%

Shares27.4K

Event2026-06-30

Filed2026-08-07

HRB

BLOCK H & R INC

10.80%

Shares113.9K

Event2026-06-30

Filed2026-08-07

BDX

BECTON DICKINSON & CO

12.15%

Shares27.8K

Event2026-06-30

Filed2026-08-07

JNJ

JOHNSON & JOHNSON

-6.62%

Shares15.9K

Event2026-06-30

Filed2026-08-07

LABCORP HOLDINGS INC

0.00%

Shares13.9K

Event2026-06-30

Filed2026-08-07

NEM

NEWMONT CORP

0.00%

Shares41.1K

Event2026-06-30

Filed2026-08-07

EBAY

EBAY INC.

-13.21%

Shares34.1K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

-2.57%

Shares14.4K

Event2026-06-30

Filed2026-08-07

FISERV INC

0.35%

Shares68.1K

Event2026-06-30

Filed2026-08-07

TXT

TEXTRON INC

-0.55%

Shares36.2K

Event2026-06-30

Filed2026-08-07

ARCO

ARCOS DORADOS HLDGS INC

-0.26%

Shares377.9K

Event2026-06-30

Filed2026-08-07

UNP

UNION PAC CORP

-21.92%

Shares10.8K

Event2026-06-30

Filed2026-08-07

BLK

BLACKROCK INC

-7.60%

Shares3.0K

Event2026-06-30

Filed2026-08-07

CPRT

COPART INC

-0.11%

Shares103.5K

Event2026-06-30

Filed2026-08-07

BKNG

BOOKING HOLDINGS INC

31.58%

Shares16.1K

Event2026-06-30

Filed2026-08-07

TGT

TARGET CORP

0.00%

Shares21.6K

Event2026-06-30

Filed2026-08-07

FABRINET

-1.07%

Shares4.6K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

0.12%

Shares34.3K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

6.20%

Shares15.5K

Event2026-06-30

Filed2026-08-07

BANK OF NY MELLON CORP

-12.36%

Shares17.7K

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

-16.60%

Shares7.4K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

0.27%

Shares10.3K

Event2026-06-30

Filed2026-08-07

NSC

NORFOLK SOUTHN CORP

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-17.26%

Shares16.4K

Event2026-06-30

Filed2026-08-07

TROW

PRICE T ROWE GROUP INC

0.00%

Shares21.1K

Event2026-06-30

Filed2026-08-07

FHI

FEDERATED HERMES INC

-18.09%

Shares40.8K

Event2026-06-30

Filed2026-08-07

WPM

WHEATON PRECIOUS METALS CORP

-20.15%

Shares19.8K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

-4.25%

Shares15.8K

Event2026-06-30

Filed2026-08-07

EMR

EMERSON ELEC CO

-11.11%

Shares14.8K

Event2026-06-30

Filed2026-08-07

PHM

PULTE GROUP INC

-0.01%

Shares15.2K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

0.00%

Shares62.4K

Event2026-06-30

Filed2026-08-07

WMT

WALMART INC

0.00%

Shares17.3K

Event2026-06-30

Filed2026-08-07

SJM

SMUCKER J M CO

22.45%

Shares17.2K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

20.73%

Shares5.3K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

-0.71%

Shares4.9K

Event2026-06-30

Filed2026-08-07

HPQ

HP INC

-0.72%

Shares82.5K

Event2026-06-30

Filed2026-08-07

FLUT

FLUTTER ENTMT PLC

-16.47%

Shares17.6K

Event2026-06-30

Filed2026-08-07

PROCTER & GAMBLE CO

0.00%

Shares11.2K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

-23.90%

Shares3.2K

Event2026-06-30

Filed2026-08-07

SSNC

SS&C TECH HLDGS

2.98%

Shares24.2K

Event2026-06-30

Filed2026-08-07

FIS

FIDELITY NATL INFORMATION SV

-35.21%

Shares37.1K

Event2026-06-30

Filed2026-08-07

DEO

DIAGEO PLC

23.42%

Shares17.7K

Event2026-06-30

Filed2026-08-07

VTS

VITESSE ENERGY INC

-3.93%

Shares89.3K

Event2026-06-30

Filed2026-08-07

GWW

WW GRAINGER INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-07

EXP

EAGLE MATLS INC

0.00%

Shares5.6K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

-0.33%

Shares9.0K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

4.53%

Shares2.3K

Event2026-06-30

Filed2026-08-07

SKT

TANGER INC

0.00%

Shares27.6K

Event2026-06-30

Filed2026-08-07

AFL

AFLAC INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

-17.89%

Shares17.3K

Event2026-06-30

Filed2026-08-07

INTU

INTUIT

0.00%

Shares3.8K

Event2026-06-30

Filed2026-08-07

PGR

PROGRESSIVE CORP

0.00%

Shares4.4K

Event2026-06-30

Filed2026-08-07

UNILEVER PLC

-11.17%

Shares15.6K

Event2026-06-30

Filed2026-08-07

LOW

LOWES COS INC

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

TRAVELERS COMPANIES INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

RSP

INVESCO EXCHANGE TRADED FD T

-1.28%

Shares3.9K

Event2026-06-30

Filed2026-08-07

TAP

MOLSON COORS BEVERAGE CO

45.23%

Shares20.6K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

1.10%

Shares9.2K

Event2026-06-30

Filed2026-08-07

HPE

HEWLETT PACKARD ENTERPRISE C

0.00%

Shares16.2K

Event2026-06-30

Filed2026-08-07

MKL

MARKEL GROUP INC

39.06%

Shares356

Event2026-06-30

Filed2026-08-07

TRANE TECHNOLOGIES PLC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

KLAC

KLA CORP

898.56%

Shares2.1K

Event2026-06-30

Filed2026-08-07

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

CLX

CLOROX CO DEL

0.00%

Shares6.5K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

-0.61%

Shares2.6K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

-55.07%

Shares2.0K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-0.88%

Shares5.6K

Event2026-06-30

Filed2026-08-07

ARCH CAP GROUP LTD

-3.45%

Shares5.6K

Event2026-06-30

Filed2026-08-07

CPB

THE CAMPBELLS COMPANY

-22.54%

Shares24.4K

Event2026-06-30

Filed2026-08-07

SNY

SANOFI SA

New

Shares12.7K

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

LULU

LULULEMON ATHLETICA INC

New

Shares4.4K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

CMI

CUMMINS INC

0.00%

Shares678

Event2026-06-30

Filed2026-08-07

VOO

VANGUARD INDEX FDS

0.00%

Shares682

Event2026-06-30

Filed2026-08-07

PYPL

PAYPAL HLDGS INC

-4.32%

Shares10.4K

Event2026-06-30

Filed2026-08-07

DAL

DELTA AIR LINES INC

-47.87%

Shares4.5K

Event2026-06-30

Filed2026-08-07

COO

COOPER COS INC

New

Shares5.8K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

-3.77%

Shares3.8K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares2.8K

Event2026-06-30

Filed2026-08-07

AMCOR PLC

-44.60%

Shares8.8K

Event2026-06-30

Filed2026-08-07

CAT

CATERPILLAR INC

0.00%

Shares352

Event2026-06-30

Filed2026-08-07

AT&T INC

45.90%

Shares16.5K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

-24.26%

Shares7.8K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

0.00%

Shares819

Event2026-06-30

Filed2026-08-07

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

VXUS

VANGUARD STAR FDS

-2.49%

Shares3.6K

Event2026-06-30

Filed2026-08-07

GEV

GE VERNOVA INC

-0.38%

Shares260

Event2026-06-30

Filed2026-08-07

IJH

ISHARES TR

-7.99%

Shares3.6K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-1.06%

Shares373

Event2026-06-30

Filed2026-08-07

ISHARES TR

0.00%

Shares359

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

DRI

DARDEN RESTAURANTS INC

New

Shares1.2K

Event2026-06-30

Filed2026-08-07

MEDTRONIC PLC

-54.55%

Shares3.0K

Event2026-06-30

Filed2026-08-07

COF

CAPITAL ONE FINL CORP

-12.12%

Shares1.1K

Event2026-06-30

Filed2026-08-07

COP

CONOCOPHILLIPS

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

AZO

AUTOZONE INC

1.49%

Shares68

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

New

Shares873

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

New

Shares1.3K

Event2026-06-30

Filed2026-08-07

DYAI

DYADIC INTL INC DEL

0.00%

Shares30.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available