Sponsored

The Analysis of 17 CAPITAL PARTNERS, LLC's Holdings & P&L

Currently, 17 CAPITAL PARTNERS, LLC holds 170 types of securities in its portfolio with a total value $193.2M. In the most recent quarter, they have increased their positions in SGOV (+39.3K shares, valued at $4.0M), N/A (+2.6K shares, valued at $1.5M), CVX (+7.0K shares, valued at $1.4M); decreased their positions in IEF (-20.7K shares, valued at $2.0M), PH (-1.3K shares, valued at $1.2M), SCHD (-35.6K shares, valued at $1.1M); initiated new positions in CVX (+7.0K shares, valued at $1.4M), MSI (+3.1K shares, valued at $1.3M), VO (+3.8K shares, valued at $1.1M).

1M P&L

-1.2M-0.68%

3M P&L

-9.6M-5.21%

HY P&L

-4.1M-2.29%

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/A56.3M

32.8%

2Internet Content & Information29.4M

17.1%

3Software - Infrastructure8.1M

4.7%

Top Industries by Stock Count

1N/A60 stocks

42.0%

2Software - Application8 stocks

5.6%

3Semiconductors6 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

META META PLATFORMS INC44.1K shares0.16%2026-03-312026-05-13

SGOV ISHARES TR67.7K shares138.52%2026-03-312026-05-13

ALPHABET INC ALPHABET INC20.6K shares-1.52%2026-03-312026-05-13

MSFT MICROSOFT CORP10.7K shares2.32%2026-03-312026-05-13

IVW ISHARES TR30.7K shares36.19%2026-03-312026-05-13

ALPHABET INC ALPHABET INC11.3K shares1.65%2026-03-312026-05-13

AAPL APPLE INC11.8K shares12.19%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP3.1K shares-29.41%2026-03-312026-05-13

Sponsored

IUSV ISHARES TR25.7K shares-13.93%2026-03-312026-05-13

PMMF BLACKROCK ETF TRUST25.0K shares5.66%2026-03-312026-05-13

CTVA CORTEVA INC29.9K shares-7.03%2026-03-312026-05-13

NVDA NVIDIA CORPORATION13.3K shares5.09%2026-03-312026-05-13

IVE ISHARES TR10.9K shares8.73%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.3K shares354.53%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD28.8K shares4.07%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP10.4K shares0.00%2026-03-312026-05-13

Sponsored

AMGN AMGEN INC5.0K shares-0.65%2026-03-312026-05-13

MLM MARTIN MARIETTA MATLS INC3.0K shares0.00%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.0K shares1.12%2026-03-312026-05-13

MUFG MITSUBISHI UFJ FINANCIAL GRO98.8K shares-3.33%2026-03-312026-05-13

IWB ISHARES TR4.5K shares4.75%2026-03-312026-05-13

WFC WELLS FARGO & CO20.2K shares-3.88%2026-03-312026-05-13

ECL ECOLAB INC6.0K shares0.92%2026-03-312026-05-13

AMP AMERIPRISE FINL INC3.5K shares0.00%2026-03-312026-05-13

Sponsored

VIOO VANGUARD ADMIRAL FDS INC13.6K shares10.24%2026-03-312026-05-13

KO COCA COLA CO20.3K shares1.12%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC20.7K shares0.98%2026-03-312026-05-13

IWM ISHARES TR5.9K shares6.46%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC7.2K shares3.22%2026-03-312026-05-13

CVX CHEVRON CORPORATION7.0K sharesnew addition2026-03-312026-05-13

USB US BANCORP27.2K shares0.00%2026-03-312026-05-13

AMZN AMAZON COM INC6.7K shares-22.36%2026-03-312026-05-13

Sponsored

SONY SONY GROUP CORP66.1K shares0.00%2026-03-312026-05-13

TDY TELEDYNE TECHNOLOGIES INC2.3K shares-0.27%2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC3.1K sharesnew addition2026-03-312026-05-13

VFH VANGUARD WORLD FD11.1K shares8.29%2026-03-312026-05-13

IEF ISHARES TR13.8K shares-60.07%2026-03-312026-05-13

IVV ISHARES TR2.0K shares3.00%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC6.2K shares1.65%2026-03-312026-05-13

IWF ISHARES TR2.9K shares9.40%2026-03-312026-05-13

Sponsored

FBCG FIDELITY COVINGTON TRUST24.7K shares10.49%2026-03-312026-05-13

VGT VANGUARD WORLD FD1.8K shares6.29%2026-03-312026-05-13

QCOM QUALCOMM INC9.4K shares1.08%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR2.1K shares-2.87%2026-03-312026-05-13

ATO ATMOS ENERGY CORP6.4K shares-29.07%2026-03-312026-05-13

MCHP MICROCHIP TECHNOLOGY INC.18.1K shares-0.37%2026-03-312026-05-13

LEN LENNAR CORP13.4K shares0.00%2026-03-312026-05-13

TOTALENERGIES SE TOTALENERGIES SE12.8K shares0.00%2026-03-312026-05-13

Sponsored

RPM RPM INTL INC11.7K shares0.00%2026-03-312026-05-13

IUSB ISHARES TR24.9K shares83.32%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I3.9K shares0.00%2026-03-312026-05-13

AIG AMERICAN INTL GROUP INC15.0K shares-0.09%2026-03-312026-05-13

XEL XCEL ENERGY INC14.0K shares1.82%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR8.7K shares10.47%2026-03-312026-05-13

SOXX ISHARES TR3.3K shares10.43%2026-03-312026-05-13

NFLX NETFLIX INC.11.2K shares-0.61%2026-03-312026-05-13

Sponsored

VO VANGUARD INDEX FDS3.8K sharesnew addition2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO3.3K shares0.76%2026-03-312026-05-13

DHR DANAHER CORP DEL5.5K shares0.00%2026-03-312026-05-13

SNPS SYNOPSYS INC2.6K shares0.00%2026-03-312026-05-13

ADSK AUTODESK INC4.3K shares2.40%2026-03-312026-05-13

PG PROCTER & GAMBLE CO7.1K shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED2.0K shares3.30%2026-03-312026-05-13

OSK OSHKOSH CORP6.9K shares-0.29%2026-03-312026-05-13

Sponsored

IEMG ISHARES INC14.5K shares84.99%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR7.5K shares13.50%2026-03-312026-05-13

CFR CULLEN FROST BANKERS INC7.1K shares0.00%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC9.8K shares6.28%2026-03-312026-05-13

SMH VANECK ETF TRUST2.5K shares7.96%2026-03-312026-05-13

ALC ALCON AG12.7K shares0.00%2026-03-312026-05-13

JMOM J P MORGAN EXCHANGE TRADED F14.1K shares6.84%2026-03-312026-05-13

AGG ISHARES TR9.5K shares15.92%2026-03-312026-05-13

Sponsored

ADBE ADOBE INC3.8K shares0.00%2026-03-312026-05-13

WCC WESCO INTL INC3.4K shares38.70%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC7.7K shares1.32%2026-03-312026-05-13

TMUS T-MOBILE US INC4.4K shares0.78%2026-03-312026-05-13

XNTK SPDR SERIES TRUST3.6K shares11.21%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC7.9K shares0.00%2026-03-312026-05-13

ARKW ARK ETF TR7.4K shares6.54%2026-03-312026-05-13

LOW LOWES COS INC3.8K shares1.95%2026-03-312026-05-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC9.8K shares6.09%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR9.6K shares20.43%2026-03-312026-05-13

MKC MCCORMICK & CO INC16.7K sharesnew addition2026-03-312026-05-13

AWK AMERICAN WTR WKS CO INC NEW6.1K shares0.66%2026-03-312026-05-13

GEV GE VERNOVA INC943 sharesnew addition2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC1.8K shares1.44%2026-03-312026-05-13

EW EDWARDS LIFESCIENCES CORP10.0K shares49.55%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC15.6K shares4.34%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.2K shares-27.74%2026-03-312026-05-13

IEFA ISHARES TR8.5K shares16.98%2026-03-312026-05-13

BNDW VANGUARD SCOTTSDALE FDS11.2K shares140.50%2026-03-312026-05-13

GNRC GENERAC HLDGS INC3.7K sharesnew addition2026-03-312026-05-13

AAAU GOLDMAN SACHS PHYSICAL GOLD15.6K shares14.71%2026-03-312026-05-13

BROADCOM INC BROADCOM INC2.3K shares65.33%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS14.0K shares19.79%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR4.7K shares-41.26%2026-03-312026-05-13

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.8K shares3.23%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS11.4K shares13.68%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR13.5K shares-58.07%2026-03-312026-05-13

LLY ELI LILLY & CO698 shares261.66%2026-03-312026-05-13

USMV ISHARES TR6.9K shares18.46%2026-03-312026-05-13

SHY ISHARES TR7.7K shares17.25%2026-03-312026-05-13

VTI VANGUARD INDEX FDS1.9K shares16.65%2026-03-312026-05-13

NOW SERVICENOW INC5.8K shares-2.69%2026-03-312026-05-13

Sponsored

PANW PALO ALTO NETWORKS INC3.8K shares2.03%2026-03-312026-05-13

IDXX IDEXX LABS INC1.1K shares-26.62%2026-03-312026-05-13

NBIX NEUROCRINE BIOSCIENCES INC4.6K shares5.77%2026-03-312026-05-13

VXF VANGUARD INDEX FDS2.9K shares12.21%2026-03-312026-05-13

BLV VANGUARD BD INDEX FDS8.7K shares12.17%2026-03-312026-05-13

CORPAY INC CORPAY INC2.0K shares15.07%2026-03-312026-05-13

IQLT ISHARES TR12.6K shares17.28%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS6.1K sharesnew addition2026-03-312026-05-13

Sponsored

HGTY HAGERTY INC54.8K shares-0.43%2026-03-312026-05-13

IWV ISHARES TR1.5K shares4.99%2026-03-312026-05-13

ELS EQUITY LIFESTYLE PROPERTIES8.9K shares0.00%2026-03-312026-05-13

PICB INVESCO EXCH TRADED FD TR II23.5K sharesnew addition2026-03-312026-05-13

IJR ISHARES TR4.4K sharesnew addition2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares-13.40%2026-03-312026-05-13

TIPX SPDR SERIES TRUST27.5K sharesnew addition2026-03-312026-05-13

GIGB GOLDMAN SACHS ETF TR11.1K shares9.91%2026-03-312026-05-13

Sponsored

USFR WISDOMTREE TR10.1K sharesnew addition2026-03-312026-05-13

PEP PEPSICO INC3.2K shares24.42%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS10.4K shares20.38%2026-03-312026-05-13

VEEV VEEVA SYS INC2.8K shares-25.42%2026-03-312026-05-13

EUFN ISHARES TR13.9K shares12.59%2026-03-312026-05-13

AXON AXON ENTERPRISE INC1.1K shares-0.92%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC1.0K shares2.53%2026-03-312026-05-13

LQD ISHARES TR4.2K shares22.18%2026-03-312026-05-13

Sponsored

EEM ISHARES TR7.8K shares26.15%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR10.7K sharesnew addition2026-03-312026-05-13

INTU INTUIT952 shares1.06%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL852 shares1.31%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.3K shares0.00%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR6.3K sharesnew addition2026-03-312026-05-13

WMS ADVANCED DRAIN SYS INC DEL2.8K sharesnew addition2026-03-312026-05-13

FXF INVESCO CURRENCYSHARES SWISS3.4K shares16.67%2026-03-312026-05-13

Sponsored

DHS WISDOMTREE TR3.4K shares8.24%2026-03-312026-05-13

CEW WISDOMTREE TR19.6K shares17.20%2026-03-312026-05-13

EMB ISHARES TR3.8K shares7.64%2026-03-312026-05-13

KNGZ FIRST TR EXCHANGE TRADED FD9.6K shares8.66%2026-03-312026-05-13

ABNB AIRBNB INC2.7K sharesnew addition2026-03-312026-05-13

ASML ASML HLDG NV257 shares13.72%2026-03-312026-05-13

CII BLACKROCK ENHANCED LARGE CAP16.0K shares16.18%2026-03-312026-05-13

V VISA INC1.1K shares-12.73%2026-03-312026-05-13

Sponsored

UAL UNITED AIRLS HLDGS INC3.6K shares0.00%2026-03-312026-05-13

HYG ISHARES TR4.1K shares8.57%2026-03-312026-05-13

SHEL SHELL PLC3.5K shares-49.38%2026-03-312026-05-13

ICVT ISHARES TR3.2K shares8.67%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS3.8K shares18.32%2026-03-312026-05-13

PSA PUBLIC STORAGE OPER CO1.2K shares2.67%2026-03-312026-05-13

HSY HERSHEY CO1.4K sharesnew addition2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A614 shares0.00%2026-03-312026-05-13

Sponsored

BAC BANK AMERICA CORP6.0K shares-12.17%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F4.9K shares10.50%2026-03-312026-05-13

ABBV ABBVIE INC1.3K shares21.64%2026-03-312026-05-13

ORCL ORACLE CORP1.9K shares8.79%2026-03-312026-05-13

MPWR MONOLITHIC PWR SYS INC249 shares11.16%2026-03-312026-05-13

EWJ ISHARES INC2.9K shares14.71%2026-03-312026-05-13

HD HOME DEPOT INC736 shares4.99%2026-03-312026-05-13

Sponsored

HEDJ WISDOMTREE TR4.4K shares14.19%2026-03-312026-05-13

WMT WALMART INC1.8K sharesnew addition2026-03-312026-05-13

BUD ANHEUSER BUSCH INBEV SA NV3.1K sharesnew addition2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION215 sharesnew addition2026-03-312026-05-13

CAT CATERPILLAR INC300 sharesnew addition2026-03-312026-05-13

VXUS VANGUARD STAR FDS2.7K sharesnew addition2026-03-312026-05-13

DE DEERE & CO363 sharesnew addition2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR6.7K shares-84.25%2026-03-312026-05-13

Sponsored

NOK NOKIA CORP19.2K shares20.23%2026-03-312026-05-13

BDN BRANDYWINE RLTY TR17.1K shares-4.69%2026-03-312026-05-13

META

META PLATFORMS INC

0.16%

Shares44.1K

Event2026-03-31

Filed2026-05-13

SGOV

ISHARES TR

138.52%

Shares67.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-1.52%

Shares20.6K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

2.32%

Shares10.7K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

36.19%

Shares30.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

1.65%

Shares11.3K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

12.19%

Shares11.8K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

-29.41%

Shares3.1K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES TR

-13.93%

Shares25.7K

Event2026-03-31

Filed2026-05-13

PMMF

BLACKROCK ETF TRUST

5.66%

Shares25.0K

Event2026-03-31

Filed2026-05-13

CTVA

CORTEVA INC

-7.03%

Shares29.9K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

5.09%

Shares13.3K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

8.73%

Shares10.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

354.53%

Shares3.3K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

4.07%

Shares28.8K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-0.65%

Shares5.0K

Event2026-03-31

Filed2026-05-13

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

1.12%

Shares5.0K

Event2026-03-31

Filed2026-05-13

MUFG

MITSUBISHI UFJ FINANCIAL GRO

-3.33%

Shares98.8K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

4.75%

Shares4.5K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

-3.88%

Shares20.2K

Event2026-03-31

Filed2026-05-13

ECL

ECOLAB INC

0.92%

Shares6.0K

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-13

VIOO

VANGUARD ADMIRAL FDS INC

10.24%

Shares13.6K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

1.12%

Shares20.3K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

0.98%

Shares20.7K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

6.46%

Shares5.9K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

3.22%

Shares7.2K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

New

Shares7.0K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-22.36%

Shares6.7K

Event2026-03-31

Filed2026-05-13

SONY

SONY GROUP CORP

0.00%

Shares66.1K

Event2026-03-31

Filed2026-05-13

TDY

TELEDYNE TECHNOLOGIES INC

-0.27%

Shares2.3K

Event2026-03-31

Filed2026-05-13

MSI

MOTOROLA SOLUTIONS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD WORLD FD

8.29%

Shares11.1K

Event2026-03-31

Filed2026-05-13

IEF

ISHARES TR

-60.07%

Shares13.8K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

3.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC

1.65%

Shares6.2K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

9.40%

Shares2.9K

Event2026-03-31

Filed2026-05-13

FBCG

FIDELITY COVINGTON TRUST

10.49%

Shares24.7K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

6.29%

Shares1.8K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

1.08%

Shares9.4K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-2.87%

Shares2.1K

Event2026-03-31

Filed2026-05-13

ATO

ATMOS ENERGY CORP

-29.07%

Shares6.4K

Event2026-03-31

Filed2026-05-13

MCHP

MICROCHIP TECHNOLOGY INC.

-0.37%

Shares18.1K

Event2026-03-31

Filed2026-05-13

LEN

LENNAR CORP

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-13

TOTALENERGIES SE

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-13

RPM

RPM INTL INC

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

83.32%

Shares24.9K

Event2026-03-31

Filed2026-05-13

APD

AIR PRODUCTS AND CHEMICALS I

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

AIG

AMERICAN INTL GROUP INC

-0.09%

Shares15.0K

Event2026-03-31

Filed2026-05-13

XEL

XCEL ENERGY INC

1.82%

Shares14.0K

Event2026-03-31

Filed2026-05-13

GSLC

GOLDMAN SACHS ETF TR

10.47%

Shares8.7K

Event2026-03-31

Filed2026-05-13

SOXX

ISHARES TR

10.43%

Shares3.3K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

-0.61%

Shares11.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO

0.76%

Shares3.3K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-13

SNPS

SYNOPSYS INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

ADSK

AUTODESK INC

2.40%

Shares4.3K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED

3.30%

Shares2.0K

Event2026-03-31

Filed2026-05-13

OSK

OSHKOSH CORP

-0.29%

Shares6.9K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

84.99%

Shares14.5K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

13.50%

Shares7.5K

Event2026-03-31

Filed2026-05-13

CFR

CULLEN FROST BANKERS INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-13

MARVELL TECHNOLOGY INC

6.28%

Shares9.8K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

7.96%

Shares2.5K

Event2026-03-31

Filed2026-05-13

ALC

ALCON AG

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-13

JMOM

J P MORGAN EXCHANGE TRADED F

6.84%

Shares14.1K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

15.92%

Shares9.5K

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

WCC

WESCO INTL INC

38.70%

Shares3.4K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

1.32%

Shares7.7K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC

0.78%

Shares4.4K

Event2026-03-31

Filed2026-05-13

XNTK

SPDR SERIES TRUST

11.21%

Shares3.6K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-13

ARKW

ARK ETF TR

6.54%

Shares7.4K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

1.95%

Shares3.8K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC

6.09%

Shares9.8K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

20.43%

Shares9.6K

Event2026-03-31

Filed2026-05-13

MKC

MCCORMICK & CO INC

New

Shares16.7K

Event2026-03-31

Filed2026-05-13

AWK

AMERICAN WTR WKS CO INC NEW

0.66%

Shares6.1K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

New

Shares943

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC

1.44%

Shares1.8K

Event2026-03-31

Filed2026-05-13

EDWARDS LIFESCIENCES CORP

49.55%

Shares10.0K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

4.34%

Shares15.6K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-27.74%

Shares1.2K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

16.98%

Shares8.5K

Event2026-03-31

Filed2026-05-13

BNDW

VANGUARD SCOTTSDALE FDS

140.50%

Shares11.2K

Event2026-03-31

Filed2026-05-13

GNRC

GENERAC HLDGS INC

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

AAAU

GOLDMAN SACHS PHYSICAL GOLD

14.71%

Shares15.6K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

65.33%

Shares2.3K

Event2026-03-31

Filed2026-05-13

VTIP

VANGUARD MALVERN FDS

19.79%

Shares14.0K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

-41.26%

Shares4.7K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC

3.23%

Shares1.8K

Event2026-03-31

Filed2026-05-13

VGSH

VANGUARD SCOTTSDALE FDS

13.68%

Shares11.4K

Event2026-03-31

Filed2026-05-13

FNDF

SCHWAB STRATEGIC TR

-58.07%

Shares13.5K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

261.66%

Shares698

Event2026-03-31

Filed2026-05-13

USMV

ISHARES TR

18.46%

Shares6.9K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES TR

17.25%

Shares7.7K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

16.65%

Shares1.9K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC

-2.69%

Shares5.8K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC

2.03%

Shares3.8K

Event2026-03-31

Filed2026-05-13

IDXX

IDEXX LABS INC

-26.62%

Shares1.1K

Event2026-03-31

Filed2026-05-13

NBIX

NEUROCRINE BIOSCIENCES INC

5.77%

Shares4.6K

Event2026-03-31

Filed2026-05-13

VXF

VANGUARD INDEX FDS

12.21%

Shares2.9K

Event2026-03-31

Filed2026-05-13

BLV

VANGUARD BD INDEX FDS

12.17%

Shares8.7K

Event2026-03-31

Filed2026-05-13

CORPAY INC

15.07%

Shares2.0K

Event2026-03-31

Filed2026-05-13

IQLT

ISHARES TR

17.28%

Shares12.6K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD WHITEHALL FDS

New

Shares6.1K

Event2026-03-31

Filed2026-05-13

HGTY

HAGERTY INC

-0.43%

Shares54.8K

Event2026-03-31

Filed2026-05-13

IWV

ISHARES TR

4.99%

Shares1.5K

Event2026-03-31

Filed2026-05-13

ELS

EQUITY LIFESTYLE PROPERTIES

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-13

PICB

INVESCO EXCH TRADED FD TR II

New

Shares23.5K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-13.40%

Shares1.6K

Event2026-03-31

Filed2026-05-13

TIPX

SPDR SERIES TRUST

New

Shares27.5K

Event2026-03-31

Filed2026-05-13

GIGB

GOLDMAN SACHS ETF TR

9.91%

Shares11.1K

Event2026-03-31

Filed2026-05-13

USFR

WISDOMTREE TR

New

Shares10.1K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

24.42%

Shares3.2K

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD CHARLOTTE FDS

20.38%

Shares10.4K

Event2026-03-31

Filed2026-05-13

VEEV

VEEVA SYS INC

-25.42%

Shares2.8K

Event2026-03-31

Filed2026-05-13

EUFN

ISHARES TR

12.59%

Shares13.9K

Event2026-03-31

Filed2026-05-13

AXON

AXON ENTERPRISE INC

-0.92%

Shares1.1K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC

2.53%

Shares1.0K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

22.18%

Shares4.2K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

26.15%

Shares7.8K

Event2026-03-31

Filed2026-05-13

XLRE

SELECT SECTOR SPDR TR

New

Shares10.7K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

1.06%

Shares952

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

1.31%

Shares852

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

New

Shares6.3K

Event2026-03-31

Filed2026-05-13

WMS

ADVANCED DRAIN SYS INC DEL

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

FXF

INVESCO CURRENCYSHARES SWISS

16.67%

Shares3.4K

Event2026-03-31

Filed2026-05-13

DHS

WISDOMTREE TR

8.24%

Shares3.4K

Event2026-03-31

Filed2026-05-13

CEW

WISDOMTREE TR

17.20%

Shares19.6K

Event2026-03-31

Filed2026-05-13

EMB

ISHARES TR

7.64%

Shares3.8K

Event2026-03-31

Filed2026-05-13

KNGZ

FIRST TR EXCHANGE TRADED FD

8.66%

Shares9.6K

Event2026-03-31

Filed2026-05-13

ABNB

AIRBNB INC

New

Shares2.7K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

13.72%

Shares257

Event2026-03-31

Filed2026-05-13

CII

BLACKROCK ENHANCED LARGE CAP

16.18%

Shares16.0K

Event2026-03-31

Filed2026-05-13

VISA INC

-12.73%

Shares1.1K

Event2026-03-31

Filed2026-05-13

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES TR

8.57%

Shares4.1K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC

-49.38%

Shares3.5K

Event2026-03-31

Filed2026-05-13

ICVT

ISHARES TR

8.67%

Shares3.2K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

18.32%

Shares3.8K

Event2026-03-31

Filed2026-05-13

PSA

PUBLIC STORAGE OPER CO

2.67%

Shares1.2K

Event2026-03-31

Filed2026-05-13

HSY

HERSHEY CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

0.00%

Shares614

Event2026-03-31

Filed2026-05-13

BAC

BANK AMERICA CORP

-12.17%

Shares6.0K

Event2026-03-31

Filed2026-05-13

ASTRAZENECA PLC

New

Shares1.4K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

10.50%

Shares4.9K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

21.64%

Shares1.3K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

8.79%

Shares1.9K

Event2026-03-31

Filed2026-05-13

MPWR

MONOLITHIC PWR SYS INC

11.16%

Shares249

Event2026-03-31

Filed2026-05-13

EWJ

ISHARES INC

14.71%

Shares2.9K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

4.99%

Shares736

Event2026-03-31

Filed2026-05-13

HEDJ

WISDOMTREE TR

14.19%

Shares4.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

New

Shares215

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

New

Shares300

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

New

Shares2.7K

Event2026-03-31

Filed2026-05-13

DEERE & CO

New

Shares363

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-84.25%

Shares6.7K

Event2026-03-31

Filed2026-05-13

NOK

NOKIA CORP

20.23%

Shares19.2K

Event2026-03-31

Filed2026-05-13

BDN

BRANDYWINE RLTY TR

-4.69%

Shares17.1K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

SHW Call CallSHERWIN WILLIAMS CO1.6K shares-48.39%2026-03-312026-05-13

MSFT Call CallMICROSOFT CORP1.1K shares0.00%2026-03-312026-05-13

SHW Call

SHERWIN WILLIAMS CO

-48.39%

Shares1.6K

Event2026-03-31

Filed2026-05-13

MSFT Call

MICROSOFT CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

Put Option Holdings

No put option holdings data available