The Analysis of 3Chopt Investment Partners, LLC's Holdings & P&L


Currently, 3Chopt Investment Partners, LLC holds 240 types of securities in its portfolio with a total value $437.1M. In the most recent quarter, they have increased their positions in N/A (+6.7K shares, valued at $4.0M), NVDA (+8.6K shares, valued at $1.5M), MSFT (+3.9K shares, valued at $1.4M); decreased their positions in QCOM (-2.4K shares, valued at $311.1K), GLW (-2.2K shares, valued at $304.3K), CF (-2.3K shares, valued at $303.2K); initiated new positions in KMI (+9.7K shares, valued at $326.1K), MEDP (+646 shares, valued at $310.2K), N/A (+3.2K shares, valued at $291.4K).


1M P&L
+16.7M+4.36%
3M P&L
+20.0M+5.26%
HY P&L
+47.4M+13.42%

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/A78.2M
23.4%
2Semiconductors33.2M
9.9%
3Consumer Electronics17.9M
5.4%

Top Industries by Stock Count

1N/A57 stocks
26.5%
2Semiconductors8 stocks
3.7%
3Software - Application7 stocks
3.3%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.83%
Shares91.7K
Event2026-03-31
Filed2026-04-23
NVDA
NVIDIA CORPORATION
5.96%
Shares152.8K
Event2026-03-31
Filed2026-04-23
VB
VANGUARD INDEX FDS
3.24%
Shares100.2K
Event2026-03-31
Filed2026-04-23
AAPL
APPLE INC
5.62%
Shares70.6K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
2.11%
Shares47.8K
Event2026-03-31
Filed2026-04-23
MSFT
MICROSOFT CORP
16.73%
Shares26.9K
Event2026-03-31
Filed2026-04-23
BROADCOM INC
BROADCOM INC
0.74%
Shares27.0K
Event2026-03-31
Filed2026-04-23
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
2.64%
Shares17.0K
Event2026-03-31
Filed2026-04-23
META
META PLATFORMS INC
0.49%
Shares12.4K
Event2026-03-31
Filed2026-04-23
MCK
MCKESSON CORP
0.89%
Shares7.9K
Event2026-03-31
Filed2026-04-23
PM
PHILIP MORRIS INTL INC
-1.51%
Shares39.7K
Event2026-03-31
Filed2026-04-23
BBUS
J P MORGAN EXCHANGE TRADED F
1.91%
Shares49.3K
Event2026-03-31
Filed2026-04-23
VST
VISTRA CORP
-3.27%
Shares37.3K
Event2026-03-31
Filed2026-04-23
VEU
VANGUARD INTL EQUITY INDEX F
1.51%
Shares71.8K
Event2026-03-31
Filed2026-04-23
JNJ
JOHNSON & JOHNSON
-2.52%
Shares21.5K
Event2026-03-31
Filed2026-04-23
JPM
JPMORGAN CHASE & CO
-1.37%
Shares17.6K
Event2026-03-31
Filed2026-04-23
WMB
WILLIAMS COS INC
1.25%
Shares68.0K
Event2026-03-31
Filed2026-04-23
MO
ALTRIA GROUP INC
-0.32%
Shares73.3K
Event2026-03-31
Filed2026-04-23
WMT
WALMART INC
4.11%
Shares35.0K
Event2026-03-31
Filed2026-04-23
CSCO
CISCO SYS INC
0.43%
Shares55.0K
Event2026-03-31
Filed2026-04-23
AMZN
AMAZON COM INC
0.01%
Shares20.2K
Event2026-03-31
Filed2026-04-23
XOM
EXXON MOBIL CORP
2.93%
Shares23.5K
Event2026-03-31
Filed2026-04-23
BKNG
BOOKING HOLDINGS INC
0.67%
Shares898
Event2026-03-31
Filed2026-04-23
VBR
VANGUARD INDEX FDS
4.53%
Shares16.7K
Event2026-03-31
Filed2026-04-23
LAM RESEARCH CORP
LAM RESEARCH CORP
1.84%
Shares16.7K
Event2026-03-31
Filed2026-04-23
LLY
ELI LILLY & CO
0.86%
Shares3.6K
Event2026-03-31
Filed2026-04-23
ABBV
ABBVIE INC
-1.91%
Shares15.2K
Event2026-03-31
Filed2026-04-23
JMOM
J P MORGAN EXCHANGE TRADED F
0.00%
Shares48.1K
Event2026-03-31
Filed2026-04-23
GILD
GILEAD SCIENCES INC
-1.77%
Shares23.2K
Event2026-03-31
Filed2026-04-23
NSC
NORFOLK SOUTHN CORP
2.39%
Shares10.6K
Event2026-03-31
Filed2026-04-23
ALPHABET INC
ALPHABET INC
-4.22%
Shares10.5K
Event2026-03-31
Filed2026-04-23
TSLA
TESLA INC
1.78%
Shares8.1K
Event2026-03-31
Filed2026-04-23
IWM
ISHARES TR
-0.08%
Shares11.6K
Event2026-03-31
Filed2026-04-23
CHKP
CHECK POINT SOFTWARE TECH LT
-0.73%
Shares19.8K
Event2026-03-31
Filed2026-04-23
RTX
RTX CORPORATION
0.10%
Shares14.2K
Event2026-03-31
Filed2026-04-23
MPC
MARATHON PETE CORP
-2.53%
Shares11.2K
Event2026-03-31
Filed2026-04-23
MA
MASTERCARD INCORPORATED
13.56%
Shares5.5K
Event2026-03-31
Filed2026-04-23
IEFA
ISHARES TR
-0.50%
Shares29.7K
Event2026-03-31
Filed2026-04-23
MERCK & CO INC
MERCK & CO INC
3.14%
Shares22.2K
Event2026-03-31
Filed2026-04-23
KLAC
KLA CORP
0.39%
Shares1.8K
Event2026-03-31
Filed2026-04-23
DBX
DROPBOX INC
-8.55%
Shares116.5K
Event2026-03-31
Filed2026-04-23
CVX
CHEVRON CORPORATION
3.62%
Shares12.6K
Event2026-03-31
Filed2026-04-23
BKR
BAKER HUGHES COMPANY
-0.18%
Shares42.6K
Event2026-03-31
Filed2026-04-23
PGR
PROGRESSIVE CORP
1.90%
Shares13.1K
Event2026-03-31
Filed2026-04-23
BAC
BANK AMERICA CORP
3.94%
Shares52.6K
Event2026-03-31
Filed2026-04-23
PEP
PEPSICO INC
3.86%
Shares15.4K
Event2026-03-31
Filed2026-04-23
SCHW
SCHWAB CHARLES CORP
5.64%
Shares25.2K
Event2026-03-31
Filed2026-04-23
PG
PROCTER & GAMBLE CO
-3.47%
Shares16.1K
Event2026-03-31
Filed2026-04-23
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares3
Event2026-03-31
Filed2026-04-23
MCD
MCDONALDS CORP
-1.95%
Shares6.7K
Event2026-03-31
Filed2026-04-23
AMAT
APPLIED MATLS INC
0.20%
Shares6.0K
Event2026-03-31
Filed2026-04-23
QCOM
QUALCOMM INC
-13.24%
Shares15.8K
Event2026-03-31
Filed2026-04-23
GLOF
ISHARES TR
0.00%
Shares38.5K
Event2026-03-31
Filed2026-04-23
MU
MICRON TECHNOLOGY INC
1.97%
Shares5.6K
Event2026-03-31
Filed2026-04-23
THE CIGNA GROUP
THE CIGNA GROUP
-4.91%
Shares6.9K
Event2026-03-31
Filed2026-04-23
D
DOMINION ENERGY INC
16.34%
Shares29.3K
Event2026-03-31
Filed2026-04-23
AXP
AMERICAN EXPRESS CO
-0.59%
Shares5.6K
Event2026-03-31
Filed2026-04-23
CTAS
CINTAS CORP
81.38%
Shares9.9K
Event2026-03-31
Filed2026-04-23
VRTX
VERTEX PHARMACEUTICALS INC
-11.73%
Shares3.7K
Event2026-03-31
Filed2026-04-23
JAVA
J P MORGAN EXCHANGE TRADED F
-0.29%
Shares22.7K
Event2026-03-31
Filed2026-04-23
EXPD
EXPEDITORS INTL WASH INC
-1.57%
Shares11.2K
Event2026-03-31
Filed2026-04-23
NVR
NVR INC
-13.52%
Shares243
Event2026-03-31
Filed2026-04-23
MGC
VANGUARD WORLD FD
0.00%
Shares6.7K
Event2026-03-31
Filed2026-04-23
NOC
NORTHROP GRUMMAN CORP
-2.85%
Shares2.2K
Event2026-03-31
Filed2026-04-23
V
VISA INC
-0.83%
Shares5.0K
Event2026-03-31
Filed2026-04-23
KO
COCA COLA CO
7.46%
Shares19.8K
Event2026-03-31
Filed2026-04-23
COST
COSTCO WHOLESALE CORPORATION
7.76%
Shares1.5K
Event2026-03-31
Filed2026-04-23
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares13.5K
Event2026-03-31
Filed2026-04-23
CAT
CATERPILLAR INC
3.02%
Shares2.0K
Event2026-03-31
Filed2026-04-23
SPY
STATE STR SPDR S&P 500 ETF T
-0.05%
Shares2.2K
Event2026-03-31
Filed2026-04-23
NEE
NEXTERA ENERGY INC
6.76%
Shares15.1K
Event2026-03-31
Filed2026-04-23
JIRE
J P MORGAN EXCHANGE TRADED F
-1.17%
Shares18.4K
Event2026-03-31
Filed2026-04-23
CBRE
CBRE GROUP INC
5.81%
Shares10.3K
Event2026-03-31
Filed2026-04-23
VYM
VANGUARD WHITEHALL FDS
1.88%
Shares9.4K
Event2026-03-31
Filed2026-04-23
VEA
VANGUARD TAX-MANAGED FDS
-14.33%
Shares20.4K
Event2026-03-31
Filed2026-04-23
CF
CF INDUSTRIES HOLD
-18.85%
Shares10.1K
Event2026-03-31
Filed2026-04-23
JGRO
J P MORGAN EXCHANGE TRADED F
-6.95%
Shares15.0K
Event2026-03-31
Filed2026-04-23
EXPE
EXPEDIA GROUP INC
75.43%
Shares5.5K
Event2026-03-31
Filed2026-04-23
BBIN
J P MORGAN EXCHANGE TRADED F
-0.05%
Shares17.2K
Event2026-03-31
Filed2026-04-23
VO
VANGUARD INDEX FDS
0.00%
Shares4.4K
Event2026-03-31
Filed2026-04-23
HD
HOME DEPOT INC
0.80%
Shares3.8K
Event2026-03-31
Filed2026-04-23
LMT
LOCKHEED MARTIN CORP
15.07%
Shares2.0K
Event2026-03-31
Filed2026-04-23
IJS
ISHARES TR
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-23
EOG
EOG RES INC
5.36%
Shares8.2K
Event2026-03-31
Filed2026-04-23
LH
LABCORP HOLDINGS INC
-10.01%
Shares4.3K
Event2026-03-31
Filed2026-04-23
HON
HONEYWELL INTL INC
-1.20%
Shares5.1K
Event2026-03-31
Filed2026-04-23
GLW
CORNING INC
-21.84%
Shares8.0K
Event2026-03-31
Filed2026-04-23
FOXA
FOX CORP
8.63%
Shares17.5K
Event2026-03-31
Filed2026-04-23
DE
DEERE & CO
-8.17%
Shares1.8K
Event2026-03-31
Filed2026-04-23
ORLY
OREILLY AUTOMOTIVE INC
-3.77%
Shares10.9K
Event2026-03-31
Filed2026-04-23
GE AEROSPACE
GE AEROSPACE
4.90%
Shares3.4K
Event2026-03-31
Filed2026-04-23
GS
GOLDMAN SACHS GROUP INC
54.19%
Shares1.1K
Event2026-03-31
Filed2026-04-23
GSLC
GOLDMAN SACHS ETF TR
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-23
EQIX
EQUINIX INC
12.58%
Shares868
Event2026-03-31
Filed2026-04-23
TPR
TAPESTRY INC
18.73%
Shares6.0K
Event2026-03-31
Filed2026-04-23
TJX
TJX COS INC NEW
2.92%
Shares5.3K
Event2026-03-31
Filed2026-04-23
ADI
ANALOG DEVICES INC
24.67%
Shares2.6K
Event2026-03-31
Filed2026-04-23
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
2.56%
Shares6.4K
Event2026-03-31
Filed2026-04-23
RL
RALPH LAUREN CORP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-23
VIG
VANGUARD SPECIALIZED FUNDS
0.39%
Shares3.9K
Event2026-03-31
Filed2026-04-23
TXN
TEXAS INSTRS INC
5.74%
Shares4.1K
Event2026-03-31
Filed2026-04-23
EFA
ISHARES TR
0.00%
Shares8.0K
Event2026-03-31
Filed2026-04-23
GWW
WW GRAINGER INC
3.51%
Shares707
Event2026-03-31
Filed2026-04-23
DHR
DANAHER CORP DEL
-2.81%
Shares4.0K
Event2026-03-31
Filed2026-04-23
SYF
SYNCHRONY FINANCIAL
17.76%
Shares10.9K
Event2026-03-31
Filed2026-04-23
UNH
UNITEDHEALTH GROUP INC
-0.84%
Shares2.7K
Event2026-03-31
Filed2026-04-23
LOW
LOWES COS INC
5.40%
Shares3.1K
Event2026-03-31
Filed2026-04-23
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-23
SO
SOUTHERN CO
17.70%
Shares7.3K
Event2026-03-31
Filed2026-04-23
MDLZ
MONDELEZ INTL INC
37.08%
Shares12.2K
Event2026-03-31
Filed2026-04-23
IJR
ISHARES TR
8.74%
Shares5.6K
Event2026-03-31
Filed2026-04-23
GEV
GE VERNOVA INC
4.46%
Shares796
Event2026-03-31
Filed2026-04-23
EBAY
EBAY INC.
14.35%
Shares7.6K
Event2026-03-31
Filed2026-04-23
BLACKROCK INC
BLACKROCK INC
12.14%
Shares702
Event2026-03-31
Filed2026-04-23
TFC
TRUIST FINL CORP
-0.18%
Shares14.7K
Event2026-03-31
Filed2026-04-23
IBM
INTERNATIONAL BUSINESS MACHS
-6.02%
Shares2.7K
Event2026-03-31
Filed2026-04-23
CTVA
CORTEVA INC
-4.90%
Shares7.8K
Event2026-03-31
Filed2026-04-23
LHX
L3HARRIS TECHNOLOGIES INC
-0.27%
Shares1.9K
Event2026-03-31
Filed2026-04-23
JEMA
J P MORGAN EXCHANGE TRADED F
-1.48%
Shares12.4K
Event2026-03-31
Filed2026-04-23
EQT CORP
EQT CORP
-0.62%
Shares10.1K
Event2026-03-31
Filed2026-04-23
AMP
AMERIPRISE FINL INC
22.20%
Shares1.4K
Event2026-03-31
Filed2026-04-23
ABT
ABBOTT LABORATORIES
1.53%
Shares6.0K
Event2026-03-31
Filed2026-04-23
DIS
DISNEY WALT CO
-4.94%
Shares6.3K
Event2026-03-31
Filed2026-04-23
SU
SUNCOR ENERGY INC NEW
-0.50%
Shares9.1K
Event2026-03-31
Filed2026-04-23
VICI
VICI PPTYS INC
14.63%
Shares21.5K
Event2026-03-31
Filed2026-04-23
ZM
ZOOM COMMUNICATIONS INC
1.64%
Shares7.4K
Event2026-03-31
Filed2026-04-23
APD
AIR PRODUCTS AND CHEMICALS I
70.90%
Shares2.0K
Event2026-03-31
Filed2026-04-23
TGT
TARGET CORP
13.38%
Shares4.7K
Event2026-03-31
Filed2026-04-23
DELL
DELL TECHNOLOGIES INC
2.65%
Shares3.5K
Event2026-03-31
Filed2026-04-23
ADBE
ADOBE INC
14.22%
Shares2.3K
Event2026-03-31
Filed2026-04-23
KMB
KIMBERLY-CLARK CORP
-0.34%
Shares5.8K
Event2026-03-31
Filed2026-04-23
JLL
JONES LANG LASALLE INC
4.96%
Shares1.8K
Event2026-03-31
Filed2026-04-23
JGLO
J P MORGAN EXCHANGE TRADED F
1.84%
Shares8.2K
Event2026-03-31
Filed2026-04-23
NFLX
NETFLIX INC.
18.61%
Shares5.6K
Event2026-03-31
Filed2026-04-23
CRM
SALESFORCE INC
-3.51%
Shares2.9K
Event2026-03-31
Filed2026-04-23
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-14.52%
Shares1.5K
Event2026-03-31
Filed2026-04-23
VWO
VANGUARD INTL EQUITY INDEX F
-0.06%
Shares9.6K
Event2026-03-31
Filed2026-04-23
IEMG
ISHARES INC
0.30%
Shares7.4K
Event2026-03-31
Filed2026-04-23
CMI
CUMMINS INC
4.89%
Shares943
Event2026-03-31
Filed2026-04-23
CB
CHUBB LTD SWITZ
4.67%
Shares1.5K
Event2026-03-31
Filed2026-04-23
VZ
VERIZON COMMUNICATIONS INC
10.97%
Shares9.9K
Event2026-03-31
Filed2026-04-23
HCA
HCA HEALTHCARE INC
-4.92%
Shares1.0K
Event2026-03-31
Filed2026-04-23
AMGN
AMGEN INC
7.58%
Shares1.3K
Event2026-03-31
Filed2026-04-23
CRH PLC
CRH PLC
-23.66%
Shares4.4K
Event2026-03-31
Filed2026-04-23
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
4.04%
Shares2.2K
Event2026-03-31
Filed2026-04-23
PNC
PNC FINL SVCS GROUP INC
8.18%
Shares2.2K
Event2026-03-31
Filed2026-04-23
WTW
WILLIS TOWERS WATSON PLC LTD
-12.28%
Shares1.5K
Event2026-03-31
Filed2026-04-23
AEP
AMERICAN ELEC PWR CO INC
-6.46%
Shares3.4K
Event2026-03-31
Filed2026-04-23
FDX
FEDEX CORP
2.07%
Shares1.2K
Event2026-03-31
Filed2026-04-23
SBUX
STARBUCKS CORP
54.37%
Shares4.7K
Event2026-03-31
Filed2026-04-23
UVV
UNIVERSAL CORP VA MTNS BK EN
0.00%
Shares7.8K
Event2026-03-31
Filed2026-04-23
PAYX
PAYCHEX INC
8.33%
Shares4.4K
Event2026-03-31
Filed2026-04-23
INCY
INCYTE CORP
38.20%
Shares4.3K
Event2026-03-31
Filed2026-04-23
PLTR
PALANTIR TECHNOLOGIES INC
5.08%
Shares2.7K
Event2026-03-31
Filed2026-04-23
TT
TRANE TECHNOLOGIES PLC
-6.63%
Shares957
Event2026-03-31
Filed2026-04-23
VYMI
VANGUARD WHITEHALL FDS
0.73%
Shares4.1K
Event2026-03-31
Filed2026-04-23
FAST
FASTENAL CO
12.94%
Shares8.4K
Event2026-03-31
Filed2026-04-23
AMD
ADVANCED MICRO DEVICES INC
10.86%
Shares1.9K
Event2026-03-31
Filed2026-04-23
TMO
THERMO FISHER SCIENTIFIC INC
9.13%
Shares789
Event2026-03-31
Filed2026-04-23
NI
NISOURCE INC
0.23%
Shares8.3K
Event2026-03-31
Filed2026-04-23
HII
HUNTINGTON INGALLS INDS INC
1.01%
Shares1.0K
Event2026-03-31
Filed2026-04-23
TXT
TEXTRON INC
-9.03%
Shares4.3K
Event2026-03-31
Filed2026-04-23
SPGI
S&P GLOBAL INC
-23.41%
Shares877
Event2026-03-31
Filed2026-04-23
ROKU
ROKU INC
5.03%
Shares3.8K
Event2026-03-31
Filed2026-04-23
ALL
ALLSTATE CORP
32.28%
Shares1.6K
Event2026-03-31
Filed2026-04-23
IYW
ISHARES TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-23
KMI
KINDER MORGAN INC DEL
New
Shares9.7K
Event2026-03-31
Filed2026-04-23
TRV
TRAVELERS COMPANIES INC
5.10%
Shares1.1K
Event2026-03-31
Filed2026-04-23
EMR
EMERSON ELEC CO
4.37%
Shares2.4K
Event2026-03-31
Filed2026-04-23
INTU
INTUIT
-11.21%
Shares729
Event2026-03-31
Filed2026-04-23
NXPI
NXP SEMICONDUCTORS N V
1.81%
Shares1.6K
Event2026-03-31
Filed2026-04-23
MEDP
MEDPACE HLDGS INC
New
Shares646
Event2026-03-31
Filed2026-04-23
LINDE PLC
LINDE PLC
19.08%
Shares618
Event2026-03-31
Filed2026-04-23
WM
WASTE MGMT INC DEL
10.93%
Shares1.3K
Event2026-03-31
Filed2026-04-23
CEG
CONSTELLATION ENERGY CORP
0.66%
Shares1.1K
Event2026-03-31
Filed2026-04-23
PFE
PFIZER INC
19.47%
Shares10.5K
Event2026-03-31
Filed2026-04-23
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares3.2K
Event2026-03-31
Filed2026-04-23
RPM
RPM INTL INC
-1.98%
Shares2.9K
Event2026-03-31
Filed2026-04-23
WDC
WESTERN DIGITAL CORP
New
Shares1.1K
Event2026-03-31
Filed2026-04-23
WATT
ENERGOUS CORP
New
Shares18.0K
Event2026-03-31
Filed2026-04-23
CMG
CHIPOTLE MEXICAN GRILL INC
-0.06%
Shares8.7K
Event2026-03-31
Filed2026-04-23
CINF
CINCINNATI FINL CORP
0.29%
Shares1.7K
Event2026-03-31
Filed2026-04-23
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares471
Event2026-03-31
Filed2026-04-23
EPD
ENTERPRISE PRODS PARTNERS L
New
Shares7.1K
Event2026-03-31
Filed2026-04-23
JPEM
J P MORGAN EXCHANGE TRADED F
0.00%
Shares4.1K
Event2026-03-31
Filed2026-04-23
MLI
MUELLER INDS INC
New
Shares2.3K
Event2026-03-31
Filed2026-04-23
MMM
3M CO
-2.69%
Shares1.8K
Event2026-03-31
Filed2026-04-23
SNA
SNAP ON INC
3.86%
Shares700
Event2026-03-31
Filed2026-04-23
CL
COLGATE PALMOLIVE CO
-18.26%
Shares3.0K
Event2026-03-31
Filed2026-04-23
TMUS
T-MOBILE US INC
6.37%
Shares1.2K
Event2026-03-31
Filed2026-04-23
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-7.43%
Shares1.2K
Event2026-03-31
Filed2026-04-23
WAB
WABTEC
-3.81%
Shares984
Event2026-03-31
Filed2026-04-23
AMERICA MOVIL SAB DE CV
AMERICA MOVIL SAB DE CV
New
Shares9.6K
Event2026-03-31
Filed2026-04-23
JVAL
J P MORGAN EXCHANGE TRADED F
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-23
JIVE
J P MORGAN EXCHANGE TRADED F
4.87%
Shares2.8K
Event2026-03-31
Filed2026-04-23
INTC
INTEL CORP
New
Shares5.5K
Event2026-03-31
Filed2026-04-23
UNP
UNION PAC CORP
14.01%
Shares993
Event2026-03-31
Filed2026-04-23
IWD
ISHARES TR
-19.01%
Shares1.1K
Event2026-03-31
Filed2026-04-23
ECL
ECOLAB INC
New
Shares891
Event2026-03-31
Filed2026-04-23
JPIN
J P MORGAN EXCHANGE TRADED F
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-23
QSR
RESTAURANT BRANDS INTL INC
New
Shares3.2K
Event2026-03-31
Filed2026-04-23
COHERENT CORP
COHERENT CORP
New
Shares992
Event2026-03-31
Filed2026-04-23
EATON CORP PLC
EATON CORP PLC
New
Shares654
Event2026-03-31
Filed2026-04-23
T
AT&T INC
New
Shares8.1K
Event2026-03-31
Filed2026-04-23
ENB
ENBRIDGE INC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-23
POST
POST HLDGS INC
-35.20%
Shares2.3K
Event2026-03-31
Filed2026-04-23
AIG
AMERICAN INTL GROUP INC
-21.68%
Shares3.0K
Event2026-03-31
Filed2026-04-23
CDNS
CADENCE DESIGN SYSTEM INC
16.07%
Shares809
Event2026-03-31
Filed2026-04-23
COP
CONOCOPHILLIPS
New
Shares1.6K
Event2026-03-31
Filed2026-04-23
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
New
Shares910
Event2026-03-31
Filed2026-04-23
ISRG
INTUITIVE SURGICAL INC
5.24%
Shares462
Event2026-03-31
Filed2026-04-23
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares1.7K
Event2026-03-31
Filed2026-04-23
PLUG
PLUG PWR INC
0.12%
Shares92.9K
Event2026-03-31
Filed2026-04-23
UBER
UBER TECHNOLOGIES INC
New
Shares2.9K
Event2026-03-31
Filed2026-04-23
ELV
ELEVANCE HEALTH INC FORMERLY
20.20%
Shares708
Event2026-03-31
Filed2026-04-23
PH
PARKER-HANNIFIN CORP
New
Shares225
Event2026-03-31
Filed2026-04-23
WELL
WELLTOWER INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-23
VT
VANGUARD INTL EQUITY INDEX F
64.66%
Shares1.4K
Event2026-03-31
Filed2026-04-23
JIG
J P MORGAN EXCHANGE TRADED F
9.25%
Shares2.5K
Event2026-03-31
Filed2026-04-23
IJH
ISHARES TR
48.71%
Shares2.6K
Event2026-03-31
Filed2026-04-23
ITOT
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-23
JPEF
J P MORGAN EXCHANGE TRADED F
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-23
JEPI
J P MORGAN EXCHANGE TRADED F
9.00%
Shares2.1K
Event2026-03-31
Filed2026-04-23
XLK
SELECT SECTOR SPDR TR
New
Shares907
Event2026-03-31
Filed2026-04-23
JFLI
J P MORGAN EXCHANGE TRADED F
5.22%
Shares2.2K
Event2026-03-31
Filed2026-04-23
IWN
ISHARES TR
0.00%
Shares485
Event2026-03-31
Filed2026-04-23
XLC
SELECT SECTOR SPDR TR
New
Shares784
Event2026-03-31
Filed2026-04-23
VTV
VANGUARD INDEX FDS
0.00%
Shares369
Event2026-03-31
Filed2026-04-23
VTI
VANGUARD INDEX FDS
0.00%
Shares181
Event2026-03-31
Filed2026-04-23
IYG
ISHARES TR
0.00%
Shares580
Event2026-03-31
Filed2026-04-23
EVC
ENTRAVISION COMMUNICATIONS C
New
Shares15.6K
Event2026-03-31
Filed2026-04-23
GSID
GOLDMAN SACHS ETF TR
0.00%
Shares466
Event2026-03-31
Filed2026-04-23
JEPQ
J P MORGAN EXCHANGE TRADED F
-0.53%
Shares374
Event2026-03-31
Filed2026-04-23
IXUS
ISHARES TR
New
Shares136
Event2026-03-31
Filed2026-04-23
JADE
J P MORGAN EXCHANGE TRADED F
27.06%
Shares108
Event2026-03-31
Filed2026-04-23
JDIV
J P MORGAN EXCHANGE TRADED F
14.78%
Shares132
Event2026-03-31
Filed2026-04-23
RPV
INVESCO EXCHANGE TRADED FD T
New
Shares55
Event2026-03-31
Filed2026-04-23
XLE
SELECT SECTOR SPDR TR
New
Shares40
Event2026-03-31
Filed2026-04-23
ESGV
VANGUARD WORLD FD
0.00%
Shares14
Event2026-03-31
Filed2026-04-23
ESGE
ISHARES INC
0.00%
Shares11
Event2026-03-31
Filed2026-04-23

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available