Sponsored

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

Currently, 3Chopt Investment Partners, LLC holds 274 types of securities in its portfolio with a total value $532.1M. In the most recent quarter, they have increased their positions in KLAC (+16.3K shares, valued at $4.9M), WFC (+50.8K shares, valued at $4.2M), BKNG (+19.7K shares, valued at $3.5M); decreased their positions in DBX (-78.0K shares, valued at $2.1M), QCOM (-3.7K shares, valued at $682.6K), CHKP (-3.9K shares, valued at $518.9K); initiated new positions in WFC (+50.8K shares, valued at $4.2M), N/A (+24.6K shares, valued at $2.4M), C (+15.9K shares, valued at $2.2M).

1M P&L

+3.5M+0.75%

3M P&L

-8.2M-1.73%

HY P&L

+27.7M+6.33%

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/A153.9M

33.7%

2Semiconductors47.4M

10.4%

3Consumer Electronics22.0M

4.8%

Top Industries by Stock Count

1N/A61 stocks

26.8%

2Aerospace & Defense9 stocks

3.9%

3Semiconductors8 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS94.2K shares2.74%2026-06-302026-07-29

VB VANGUARD INDEX FDS110.9K shares10.70%2026-06-302026-07-29

NVDA NVIDIA CORPORATION161.1K shares5.43%2026-06-302026-07-29

AAPL APPLE INC76.1K shares7.83%2026-06-302026-07-29

GOOG ALPHABET INC49.5K shares3.55%2026-06-302026-07-29

MSFT MICROSOFT CORP31.8K shares18.19%2026-06-302026-07-29

BROADCOM INC BROADCOM INC27.7K shares2.74%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL17.6K shares3.55%2026-06-302026-07-29

Sponsored

LRCX LAM RESEARCH CORP17.3K shares3.58%2026-06-302026-07-29

META PLATFORMS INC META PLATFORMS INC12.8K shares2.78%2026-06-302026-07-29

PM PHILIP MORRIS INTL INC39.4K shares-0.71%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC6.1K shares8.48%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC55.5K shares0.87%2026-06-302026-07-29

BBUS J P MORGAN EXCHANGE TRADED F47.0K shares-4.64%2026-06-302026-07-29

AMZN AMAZON COM INC25.7K shares27.13%2026-06-302026-07-29

VEU VANGUARD INTL EQUITY INDEX F72.9K shares1.57%2026-06-302026-07-29

Sponsored

MCK MCKESSON CORP7.7K shares-3.03%2026-06-302026-07-29

VST VISTRA CORP36.6K shares-2.02%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON21.8K shares1.26%2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO16.8K shares-4.78%2026-06-302026-07-29

KLAC KLA CORP18.1K shares892.49%2026-06-302026-07-29

MO ALTRIA GROUP INC71.7K shares-2.26%2026-06-302026-07-29

WMB WILLIAMS COS INC67.1K shares-1.44%2026-06-302026-07-29

LLY ELI LILLY & CO4.0K shares10.61%2026-06-302026-07-29

Sponsored

APPLIED MATLS INC APPLIED MATLS INC6.3K shares5.54%2026-06-302026-07-29

GOOGL ALPHABET INC12.7K shares20.36%2026-06-302026-07-29

WFC WELLS FARGO & CO50.8K sharesnew addition2026-06-302026-07-29

WMT WALMART INC36.3K shares3.67%2026-06-302026-07-29

JMOM J P MORGAN EXCHANGE TRADED F48.1K shares0.00%2026-06-302026-07-29

TSLA TESLA INC9.6K shares18.85%2026-06-302026-07-29

VBR VANGUARD INDEX FDS16.3K shares-2.34%2026-06-302026-07-29

BKNG BOOKING HOLDINGS INC20.6K shares2196.10%2026-06-302026-07-29

Sponsored

IWM ISHARES TR11.9K shares2.86%2026-06-302026-07-29

ABBVIE INC ABBVIE INC14.2K shares-6.87%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP10.7K shares0.55%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED6.2K shares13.24%2026-06-302026-07-29

MRK MERCK & CO INC24.2K shares9.03%2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP22.8K shares-3.03%2026-06-302026-07-29

PGR PROGRESSIVE CORP13.5K shares2.62%2026-06-302026-07-29

ISHARES TR ISHARES TR29.7K shares0.00%2026-06-302026-07-29

Sponsored

GILD GILEAD SCIENCES INC22.6K shares-2.52%2026-06-302026-07-29

MPC MARATHON PETE CORP11.1K shares-0.55%2026-06-302026-07-29

RTX CORPORATION RTX CORPORATION14.5K shares2.17%2026-06-302026-07-29

BAC BANK OF AMER CORP46.8K shares-11.09%2026-06-302026-07-29

PG PROCTER & GAMBLE CO17.1K shares6.11%2026-06-302026-07-29

ARCH CAP GROUP LTD ARCH CAP GROUP LTD24.6K sharesnew addition2026-06-302026-07-29

CAT CATERPILLAR INC2.2K shares9.78%2026-06-302026-07-29

BKR BAKER HUGHES COMPANY41.7K shares-2.22%2026-06-302026-07-29

Sponsored

SCHW SCHWAB CHARLES CORP24.9K shares-1.16%2026-06-302026-07-29

GLOF ISHARES TR38.4K shares-0.45%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-06-302026-07-29

QCOM QUALCOMM INC12.1K shares-23.33%2026-06-302026-07-29

C CITIGROUP INC15.9K sharesnew addition2026-06-302026-07-29

CHKP CHECK POINT SOFTWARE TECH LT15.8K shares-19.94%2026-06-302026-07-29

VISA INC VISA INC6.1K shares20.03%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP10.3K sharesnew addition2026-06-302026-07-29

Sponsored

AXP AMERICAN EXPRESS CO6.0K shares7.11%2026-06-302026-07-29

GLW CORNING INC7.7K shares-3.60%2026-06-302026-07-29

CVX CHEVRON CORPORATION11.8K shares-6.73%2026-06-302026-07-29

CI THE CIGNA GROUP7.0K shares0.97%2026-06-302026-07-29

PEP PEPSICO INC14.0K shares-9.43%2026-06-302026-07-29

DOMINION ENERGY INC DOMINION ENERGY INC27.0K shares-7.79%2026-06-302026-07-29

MGC VANGUARD WORLD FD6.7K shares0.00%2026-06-302026-07-29

KO COCA COLA CO21.8K shares9.96%2026-06-302026-07-29

Sponsored

VRTX VERTEX PHARMACEUTICALS INC3.5K shares-4.68%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC3.0K shares54.46%2026-06-302026-07-29

VONG VANGUARD SCOTTSDALE FDS13.5K shares0.00%2026-06-302026-07-29

CTAS CINTAS CORP10.1K shares2.17%2026-06-302026-07-29

EXPD EXPEDITORS INTL WASH INC10.5K shares-5.98%2026-06-302026-07-29

MCD MCDONALDS CORP6.3K shares-5.13%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC3.9K shares10.34%2026-06-302026-07-29

HD HOME DEPOT INC4.7K shares23.88%2026-06-302026-07-29

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F20.4K shares-9.93%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.1K shares-3.03%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.6K shares8.26%2026-06-302026-07-29

JIRE J P MORGAN EXCHANGE TRADED F18.0K shares-1.82%2026-06-302026-07-29

VYM VANGUARD WHITEHALL FDS9.4K shares0.09%2026-06-302026-07-29

ORACLE CORP ORACLE CORP9.8K sharesnew addition2026-06-302026-07-29

VO VANGUARD INDEX FDS17.5K shares300.00%2026-06-302026-07-29

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC3.4K shares24.92%2026-06-302026-07-29

Sponsored

GE GE AEROSPACE3.7K shares10.74%2026-06-302026-07-29

VEA VANGUARD TAX-MANAGED FDS19.3K shares-5.35%2026-06-302026-07-29

IJS ISHARES TR10.0K shares-0.24%2026-06-302026-07-29

BBIN J P MORGAN EXCHANGE TRADED F17.2K shares0.04%2026-06-302026-07-29

NEXTERA ENERGY INC NEXTERA ENERGY INC15.1K shares0.27%2026-06-302026-07-29

NVR NVR INC194 shares-20.16%2026-06-302026-07-29

EXPE EXPEDIA GROUP INC5.0K shares-8.28%2026-06-302026-07-29

JGRO J P MORGAN EXCHANGE TRADED F12.8K shares-14.64%2026-06-302026-07-29

Sponsored

TXN TEXAS INSTRS INC4.1K shares1.43%2026-06-302026-07-29

CBRE CBRE GROUP INC8.8K shares-13.92%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC1.1K shares8.76%2026-06-302026-07-29

NOC NORTHROP GRUMMAN CORP2.2K shares-0.67%2026-06-302026-07-29

ADI ANALOG DEVICES INC2.9K shares7.74%2026-06-302026-07-29

INTC INTEL CORP8.1K shares47.92%2026-06-302026-07-29

LABCORP HOLDINGS INC LABCORP HOLDINGS INC3.8K shares-12.48%2026-06-302026-07-29

DBX DROPBOX INC38.5K shares-66.95%2026-06-302026-07-29

Sponsored

ORLY OREILLY AUTOMOTIVE INC11.5K shares5.23%2026-06-302026-07-29

GEV GE VERNOVA INC896 shares12.56%2026-06-302026-07-29

EOG EOG RES INC8.1K shares-0.55%2026-06-302026-07-29

DE DEERE & CO1.6K shares-9.35%2026-06-302026-07-29

CF CF INDUSTRIES HOLD9.4K shares-6.60%2026-06-302026-07-29

GWW WW GRAINGER INC741 shares4.81%2026-06-302026-07-29

GSLC GOLDMAN SACHS ETF TR7.1K shares0.00%2026-06-302026-07-29

MS MORGAN STANLEY4.6K sharesnew addition2026-06-302026-07-29

Sponsored

FOXA FOX CORP18.1K shares3.31%2026-06-302026-07-29

RL RALPH LAUREN CORP2.3K shares-3.48%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP1.8K shares-7.03%2026-06-302026-07-29

VIG VANGUARD SPECIALIZED FUNDS3.8K shares-0.72%2026-06-302026-07-29

NETFLIX INC. NETFLIX INC.12.4K shares122.89%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW6.9K shares7.81%2026-06-302026-07-29

TPR TAPESTRY INC6.0K shares0.02%2026-06-302026-07-29

EQIX EQUINIX INC823 shares-5.18%2026-06-302026-07-29

Sponsored

CMI CUMMINS INC1.2K shares24.07%2026-06-302026-07-29

EBAY EBAY INC.7.4K shares-2.27%2026-06-302026-07-29

IJR ISHARES TR5.6K shares0.00%2026-06-302026-07-29

EFA ISHARES TR8.0K shares0.00%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS2.9K shares6.15%2026-06-302026-07-29

LOW LOWES COS INC3.7K shares20.09%2026-06-302026-07-29

RSP INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-06-302026-07-29

DHR DANAHER CORP DEL4.1K shares4.96%2026-06-302026-07-29

Sponsored

WDC WESTERN DIGITAL CORP1.2K shares15.17%2026-06-302026-07-29

TJX TJX COS INC NEW5.1K shares-2.48%2026-06-302026-07-29

BLK BLACKROCK INC809 shares15.24%2026-06-302026-07-29

TFC TRUIST FINL CORP15.5K shares5.42%2026-06-302026-07-29

SYF SYNCHRONY FINANCIAL9.9K shares-8.80%2026-06-302026-07-29

JEMA J P MORGAN EXCHANGE TRADED F11.7K shares-5.60%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC12.8K shares4.99%2026-06-302026-07-29

DIS DISNEY WALT CO7.4K shares16.65%2026-06-302026-07-29

Sponsored

SOUTHERN CO SOUTHERN CO7.3K shares-0.80%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO11.9K sharesnew addition2026-06-302026-07-29

VWO VANGUARD INTL EQUITY INDEX F11.4K shares18.16%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC2.2K sharesnew addition2026-06-302026-07-29

VICI VICI PPTYS INC24.7K shares15.31%2026-06-302026-07-29

APD AIR PRODUCTS AND CHEMICALS I2.2K shares8.76%2026-06-302026-07-29

KMB KIMBERLY-CLARK CORP5.8K shares0.09%2026-06-302026-07-29

AMERIPRISE FINL INC AMERIPRISE FINL INC1.4K shares0.50%2026-06-302026-07-29

Sponsored

TGT TARGET CORP4.7K shares-1.94%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC2.5K shares14.29%2026-06-302026-07-29

SNDK SANDISK CORP262 sharesnew addition2026-06-302026-07-29

AMGN AMGEN INC1.6K shares20.85%2026-06-302026-07-29

SBUX STARBUCKS CORP5.8K shares23.63%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC1.7K sharesnew addition2026-06-302026-07-29

CHUBB LIMITED CHUBB LIMITED1.7K shares11.07%2026-06-302026-07-29

IEMG ISHARES INC7.0K shares-5.44%2026-06-302026-07-29

Sponsored

ADOBE INC ADOBE INC2.8K shares19.17%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC2.5K sharesnew addition2026-06-302026-07-29

ZM ZOOM COMMUNICATIONS INC6.6K shares-11.02%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC2.5K sharesnew addition2026-06-302026-07-29

JLL JONES LANG LASALLE INC1.8K shares0.34%2026-06-302026-07-29

EQT EQT CORP10.1K shares-0.42%2026-06-302026-07-29

CORTEVA INC CORTEVA INC6.2K shares-20.82%2026-06-302026-07-29

CRH CRH PLC4.8K shares9.84%2026-06-302026-07-29

Sponsored

CRM SALESFORCE INC3.3K shares13.76%2026-06-302026-07-29

ABT ABBOTT LABORATORIES5.6K shares-5.91%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC1.0K shares28.26%2026-06-302026-07-29

COHR COHERENT CORP1.3K shares27.82%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP1.4K shares-8.75%2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC1.7K shares-10.34%2026-06-302026-07-29

RSG REPUBLIC SVCS INC2.3K sharesnew addition2026-06-302026-07-29

ROKU ROKU INC3.5K shares-7.17%2026-06-302026-07-29

Sponsored

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V1.7K shares8.36%2026-06-302026-07-29

TT TRANE TECHNOLOGIES PLC949 shares-0.84%2026-06-302026-07-29

PAYX PAYCHEX INC4.7K shares6.32%2026-06-302026-07-29

SUNCOR ENERGY INC NEW SUNCOR ENERGY INC NEW8.6K shares-5.52%2026-06-302026-07-29

INCY INCYTE CORP4.1K shares-5.16%2026-06-302026-07-29

IYW ISHARES TR1.8K shares0.00%2026-06-302026-07-29

JUSA J P MORGAN EXCHANGE TRADED F6.7K sharesnew addition2026-06-302026-07-29

LIN LINDE PLC872 shares41.10%2026-06-302026-07-29

Sponsored

FAST FASTENAL CO9.2K shares9.08%2026-06-302026-07-29

HCA HCA HEALTHCARE INC1.1K shares5.27%2026-06-302026-07-29

MLI MUELLER INDS INC3.4K shares47.18%2026-06-302026-07-29

CDNS CADENCE DESIGN SYSTEM INC1.1K shares35.48%2026-06-302026-07-29

VYMI VANGUARD WHITEHALL FDS4.2K shares0.27%2026-06-302026-07-29

NI NISOURCE INC8.3K shares0.63%2026-06-302026-07-29

ALL ALLSTATE CORP1.6K shares0.67%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC9.3K shares-6.18%2026-06-302026-07-29

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC3.4K shares22.99%2026-06-302026-07-29

APH AMPHENOL CORP2.2K sharesnew addition2026-06-302026-07-29

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.2K shares5.85%2026-06-302026-07-29

FDX FEDEX CORP1.2K shares2.95%2026-06-302026-07-29

EMR EMERSON ELEC CO2.7K shares10.81%2026-06-302026-07-29

TXT TEXTRON INC4.1K shares-5.42%2026-06-302026-07-29

ETN EATON CORP PLC852 shares30.28%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC475 sharesnew addition2026-06-302026-07-29

Sponsored

MEDP MEDPACE HLDGS INC679 shares5.11%2026-06-302026-07-29

UVV UNIVERSAL CORP VA MTNS BK EN6.8K shares-12.87%2026-06-302026-07-29

UNP UNION PAC CORP1.3K shares31.12%2026-06-302026-07-29

CINF CINCINNATI FINL CORP1.9K shares9.51%2026-06-302026-07-29

IWD ISHARES TR1.4K shares28.41%2026-06-302026-07-29

QQQ INVESCO QQQ TR471 shares0.00%2026-06-302026-07-29

ANET ARISTA NETWORKS INC2.0K shares18.20%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC2.5K shares-25.12%2026-06-302026-07-29

Sponsored

PH PARKER-HANNIFIN CORP348 shares54.67%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL10.6K shares8.89%2026-06-302026-07-29

JGLO J P MORGAN EXCHANGE TRADED F4.7K shares-42.40%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL344 sharesnew addition2026-06-302026-07-29

S&P GLOBAL INC S&P GLOBAL INC814 shares-7.18%2026-06-302026-07-29

TEL TE CONNECTIVITY PLC1.6K shares-24.91%2026-06-302026-07-29

WELL WELLTOWER INC1.4K shares40.06%2026-06-302026-07-29

JIVE J P MORGAN EXCHANGE TRADED F3.4K shares22.09%2026-06-302026-07-29

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY798 shares12.71%2026-06-302026-07-29

CHAT TIDAL TRUST II3.1K sharesnew addition2026-06-302026-07-29

WTW WILLIS TOWERS WATSON PLC LTD1.2K shares-24.41%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRILL INC8.8K shares1.68%2026-06-302026-07-29

WASTE MGMT INC DEL WASTE MGMT INC DEL1.3K shares1.90%2026-06-302026-07-29

BK BANK OF NY MELLON CORP2.1K sharesnew addition2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING IN1.3K sharesnew addition2026-06-302026-07-29

GNRC GENERAC HLDGS INC1.0K sharesnew addition2026-06-302026-07-29

Sponsored

3M CO 3M CO1.8K shares2.20%2026-06-302026-07-29

JVAL J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2026-06-302026-07-29

HII HUNTINGTON INGALLS INDS INC994 shares-1.00%2026-06-302026-07-29

SNA SNAP ON INC684 shares-2.29%2026-06-302026-07-29

CVS CVS HEALTH CORP2.7K sharesnew addition2026-06-302026-07-29

WAB WABTEC994 shares1.02%2026-06-302026-07-29

ECL ECOLAB INC944 shares5.95%2026-06-302026-07-29

ISHARES TR ISHARES TR350 sharesnew addition2026-06-302026-07-29

Sponsored

JPEM J P MORGAN EXCHANGE TRADED F4.1K shares0.00%2026-06-302026-07-29

QSR RESTAURANT BRANDS INTL INC3.5K shares10.83%2026-06-302026-07-29

ROUNDHILL ETF TRUST ROUNDHILL ETF TRUST10.0K sharesnew addition2026-06-302026-07-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares63.64%2026-06-302026-07-29

APPLOVIN CORP APPLOVIN CORP492 sharesnew addition2026-06-302026-07-29

AMX AMERICA MOVIL SAB DE CV9.6K shares0.00%2026-06-302026-07-29

TTE TOTALENERGIES SE3.2K shares0.00%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO2.6K shares-11.10%2026-06-302026-07-29

Sponsored

JPIN J P MORGAN EXCHANGE TRADED F3.3K shares0.00%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC891 sharesnew addition2026-06-302026-07-29

ENB ENBRIDGE INC4.3K shares0.00%2026-06-302026-07-29

ABNB AIRBNB INC1.6K sharesnew addition2026-06-302026-07-29

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-06-302026-07-29

PFE PFIZER INC9.4K shares-10.00%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO652 sharesnew addition2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC562 shares21.65%2026-06-302026-07-29

Sponsored

TMUS T-MOBILE US INC1.3K shares11.38%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO658 sharesnew addition2026-06-302026-07-29

VT VANGUARD INTL EQUITY INDEX F1.4K shares0.00%2026-06-302026-07-29

AIG AMERICAN INTL GROUP INC2.9K shares-1.71%2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW578 sharesnew addition2026-06-302026-07-29

PLD PROLOGIS INC.1.6K sharesnew addition2026-06-302026-07-29

TWLO TWILIO INC1.0K sharesnew addition2026-06-302026-07-29

FERG FERGUSON ENTERPRISES INC889 shares-2.31%2026-06-302026-07-29

Sponsored

FTNT FORTINET INC1.4K sharesnew addition2026-06-302026-07-29

ITW ILLINOIS TOOL WKS INC776 sharesnew addition2026-06-302026-07-29

SPG SIMON PPTY GROUP INC NEW927 sharesnew addition2026-06-302026-07-29

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP647 sharesnew addition2026-06-302026-07-29

DATADOG INC DATADOG INC783 sharesnew addition2026-06-302026-07-29

EVC ENTRAVISION COMMUNICATIONS C15.6K shares0.00%2026-06-302026-07-29

BA BOEING CO937 sharesnew addition2026-06-302026-07-29

IDEXX LABS INC IDEXX LABS INC383 sharesnew addition2026-06-302026-07-29

Sponsored

TTWO TAKE-TWO INTERACTIVE SOFTWAR806 sharesnew addition2026-06-302026-07-29

IJH ISHARES TR2.6K shares0.00%2026-06-302026-07-29

JIG J P MORGAN EXCHANGE TRADED F2.3K shares-8.14%2026-06-302026-07-29

ITOT ISHARES TR1.0K shares0.00%2026-06-302026-07-29

PLUG PLUG PWR INC58.1K shares-37.42%2026-06-302026-07-29

JPEF J P MORGAN EXCHANGE TRADED F1.8K shares-2.49%2026-06-302026-07-29

XLK SELECT SECTOR SPDR TR722 shares-20.40%2026-06-302026-07-29

JFLI J P MORGAN EXCHANGE TRADED F2.4K shares8.61%2026-06-302026-07-29

Sponsored

IWF ISHARES TR900 sharesnew addition2026-06-302026-07-29

IWR ISHARES TR1.0K sharesnew addition2026-06-302026-07-29

IWN ISHARES TR485 shares0.00%2026-06-302026-07-29

EEM ISHARES TR1.4K sharesnew addition2026-06-302026-07-29

JEPI J P MORGAN EXCHANGE TRADED F1.6K shares-26.08%2026-06-302026-07-29

VTV VANGUARD INDEX FDS369 shares0.00%2026-06-302026-07-29

XLC SELECT SECTOR SPDR TR629 shares-19.77%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS182 shares0.55%2026-06-302026-07-29

Sponsored

IYG ISHARES TR580 shares0.00%2026-06-302026-07-29

GSID GOLDMAN SACHS ETF TR466 shares0.00%2026-06-302026-07-29

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F364 shares-2.67%2026-06-302026-07-29

IXUS ISHARES TR136 shares0.00%2026-06-302026-07-29

JADE J P MORGAN EXCHANGE TRADED F110 shares1.85%2026-06-302026-07-29

JDIV J P MORGAN EXCHANGE TRADED F138 shares4.55%2026-06-302026-07-29

RPV INVESCO EXCHANGE TRADED FD T55 shares0.00%2026-06-302026-07-29

XLE SELECT SECTOR SPDR TR40 shares0.00%2026-06-302026-07-29

Sponsored

ESGV VANGUARD WORLD FD13 shares-7.14%2026-06-302026-07-29

ESGE ISHARES INC11 shares0.00%2026-06-302026-07-29

VOO

VANGUARD INDEX FDS

2.74%

Shares94.2K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

10.70%

Shares110.9K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION

5.43%

Shares161.1K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC

7.83%

Shares76.1K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC

3.55%

Shares49.5K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

18.19%

Shares31.8K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

2.74%

Shares27.7K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

3.55%

Shares17.6K

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP

3.58%

Shares17.3K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC

2.78%

Shares12.8K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC

-0.71%

Shares39.4K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC

8.48%

Shares6.1K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

0.87%

Shares55.5K

Event2026-06-30

Filed2026-07-29

BBUS

J P MORGAN EXCHANGE TRADED F

-4.64%

Shares47.0K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

27.13%

Shares25.7K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD INTL EQUITY INDEX F

1.57%

Shares72.9K

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP

-3.03%

Shares7.7K

Event2026-06-30

Filed2026-07-29

VST

VISTRA CORP

-2.02%

Shares36.6K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

1.26%

Shares21.8K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

-4.78%

Shares16.8K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP

892.49%

Shares18.1K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC

-2.26%

Shares71.7K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

-1.44%

Shares67.1K

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO

10.61%

Shares4.0K

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC

5.54%

Shares6.3K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC

20.36%

Shares12.7K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO

New

Shares50.8K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

3.67%

Shares36.3K

Event2026-06-30

Filed2026-07-29

JMOM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares48.1K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC

18.85%

Shares9.6K

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD INDEX FDS

-2.34%

Shares16.3K

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC

2196.10%

Shares20.6K

Event2026-06-30

Filed2026-07-29

IWM

ISHARES TR

2.86%

Shares11.9K

Event2026-06-30

Filed2026-07-29

ABBVIE INC

-6.87%

Shares14.2K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

0.55%

Shares10.7K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

13.24%

Shares6.2K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

9.03%

Shares24.2K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-3.03%

Shares22.8K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP

2.62%

Shares13.5K

Event2026-06-30

Filed2026-07-29

ISHARES TR

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC

-2.52%

Shares22.6K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

-0.55%

Shares11.1K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION

2.17%

Shares14.5K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP

-11.09%

Shares46.8K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO

6.11%

Shares17.1K

Event2026-06-30

Filed2026-07-29

ARCH CAP GROUP LTD

New

Shares24.6K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC

9.78%

Shares2.2K

Event2026-06-30

Filed2026-07-29

BKR

BAKER HUGHES COMPANY

-2.22%

Shares41.7K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP

-1.16%

Shares24.9K

Event2026-06-30

Filed2026-07-29

GLOF

ISHARES TR

-0.45%

Shares38.4K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC

-23.33%

Shares12.1K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC

New

Shares15.9K

Event2026-06-30

Filed2026-07-29

CHKP

CHECK POINT SOFTWARE TECH LT

-19.94%

Shares15.8K

Event2026-06-30

Filed2026-07-29

VISA INC

20.03%

Shares6.1K

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP

New

Shares10.3K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO

7.11%

Shares6.0K

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC

-3.60%

Shares7.7K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-6.73%

Shares11.8K

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP

0.97%

Shares7.0K

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC

-9.43%

Shares14.0K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC

-7.79%

Shares27.0K

Event2026-06-30

Filed2026-07-29

MGC

VANGUARD WORLD FD

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

9.96%

Shares21.8K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC

-4.68%

Shares3.5K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC

54.46%

Shares3.0K

Event2026-06-30

Filed2026-07-29

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares13.5K

Event2026-06-30

Filed2026-07-29

CTAS

CINTAS CORP

2.17%

Shares10.1K

Event2026-06-30

Filed2026-07-29

EXPD

EXPEDITORS INTL WASH INC

-5.98%

Shares10.5K

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP

-5.13%

Shares6.3K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC

10.34%

Shares3.9K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

23.88%

Shares4.7K

Event2026-06-30

Filed2026-07-29

JAVA

J P MORGAN EXCHANGE TRADED F

-9.93%

Shares20.4K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-3.03%

Shares2.1K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

8.26%

Shares1.6K

Event2026-06-30

Filed2026-07-29

JIRE

J P MORGAN EXCHANGE TRADED F

-1.82%

Shares18.0K

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD WHITEHALL FDS

0.09%

Shares9.4K

Event2026-06-30

Filed2026-07-29

ORACLE CORP

New

Shares9.8K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

300.00%

Shares17.5K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC

24.92%

Shares3.4K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE

10.74%

Shares3.7K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD TAX-MANAGED FDS

-5.35%

Shares19.3K

Event2026-06-30

Filed2026-07-29

IJS

ISHARES TR

-0.24%

Shares10.0K

Event2026-06-30

Filed2026-07-29

BBIN

J P MORGAN EXCHANGE TRADED F

0.04%

Shares17.2K

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC

0.27%

Shares15.1K

Event2026-06-30

Filed2026-07-29

NVR

NVR INC

-20.16%

Shares194

Event2026-06-30

Filed2026-07-29

EXPE

EXPEDIA GROUP INC

-8.28%

Shares5.0K

Event2026-06-30

Filed2026-07-29

JGRO

J P MORGAN EXCHANGE TRADED F

-14.64%

Shares12.8K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC

1.43%

Shares4.1K

Event2026-06-30

Filed2026-07-29

CBRE

CBRE GROUP INC

-13.92%

Shares8.8K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC

8.76%

Shares1.1K

Event2026-06-30

Filed2026-07-29

NOC

NORTHROP GRUMMAN CORP

-0.67%

Shares2.2K

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC

7.74%

Shares2.9K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP

47.92%

Shares8.1K

Event2026-06-30

Filed2026-07-29

LABCORP HOLDINGS INC

-12.48%

Shares3.8K

Event2026-06-30

Filed2026-07-29

DBX

DROPBOX INC

-66.95%

Shares38.5K

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC

5.23%

Shares11.5K

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC

12.56%

Shares896

Event2026-06-30

Filed2026-07-29

EOG

EOG RES INC

-0.55%

Shares8.1K

Event2026-06-30

Filed2026-07-29

DEERE & CO

-9.35%

Shares1.6K

Event2026-06-30

Filed2026-07-29

CF INDUSTRIES HOLD

-6.60%

Shares9.4K

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC

4.81%

Shares741

Event2026-06-30

Filed2026-07-29

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY

New

Shares4.6K

Event2026-06-30

Filed2026-07-29

FOXA

FOX CORP

3.31%

Shares18.1K

Event2026-06-30

Filed2026-07-29

RALPH LAUREN CORP

-3.48%

Shares2.3K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

-7.03%

Shares1.8K

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD SPECIALIZED FUNDS

-0.72%

Shares3.8K

Event2026-06-30

Filed2026-07-29

NETFLIX INC.

122.89%

Shares12.4K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

7.81%

Shares6.9K

Event2026-06-30

Filed2026-07-29

TPR

TAPESTRY INC

0.02%

Shares6.0K

Event2026-06-30

Filed2026-07-29

EQIX

EQUINIX INC

-5.18%

Shares823

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC

24.07%

Shares1.2K

Event2026-06-30

Filed2026-07-29

EBAY

EBAY INC.

-2.27%

Shares7.4K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES TR

0.00%

Shares5.6K

Event2026-06-30

Filed2026-07-29

EFA

ISHARES TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS

6.15%

Shares2.9K

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC

20.09%

Shares3.7K

Event2026-06-30

Filed2026-07-29

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL

4.96%

Shares4.1K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP

15.17%

Shares1.2K

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW

-2.48%

Shares5.1K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC

15.24%

Shares809

Event2026-06-30

Filed2026-07-29

TFC

TRUIST FINL CORP

5.42%

Shares15.5K

Event2026-06-30

Filed2026-07-29

SYF

SYNCHRONY FINANCIAL

-8.80%

Shares9.9K

Event2026-06-30

Filed2026-07-29

JEMA

J P MORGAN EXCHANGE TRADED F

-5.60%

Shares11.7K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC

4.99%

Shares12.8K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO

16.65%

Shares7.4K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

-0.80%

Shares7.3K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares11.9K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD INTL EQUITY INDEX F

18.16%

Shares11.4K

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

VICI

VICI PPTYS INC

15.31%

Shares24.7K

Event2026-06-30

Filed2026-07-29

APD

AIR PRODUCTS AND CHEMICALS I

8.76%

Shares2.2K

Event2026-06-30

Filed2026-07-29

KMB

KIMBERLY-CLARK CORP

0.09%

Shares5.8K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC

0.50%

Shares1.4K

Event2026-06-30

Filed2026-07-29

TGT

TARGET CORP

-1.94%

Shares4.7K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

14.29%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP

New

Shares262

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC

20.85%

Shares1.6K

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP

23.63%

Shares5.8K

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED

11.07%

Shares1.7K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES INC

-5.44%

Shares7.0K

Event2026-06-30

Filed2026-07-29

ADOBE INC

19.17%

Shares2.8K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

ZOOM COMMUNICATIONS INC

-11.02%

Shares6.6K

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares2.5K

Event2026-06-30

Filed2026-07-29

JLL

JONES LANG LASALLE INC

0.34%

Shares1.8K

Event2026-06-30

Filed2026-07-29

EQT

EQT CORP

-0.42%

Shares10.1K

Event2026-06-30

Filed2026-07-29

CORTEVA INC

-20.82%

Shares6.2K

Event2026-06-30

Filed2026-07-29

CRH

CRH PLC

9.84%

Shares4.8K

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC

13.76%

Shares3.3K

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES

-5.91%

Shares5.6K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC

28.26%

Shares1.0K

Event2026-06-30

Filed2026-07-29

COHR

COHERENT CORP

27.82%

Shares1.3K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP

-8.75%

Shares1.4K

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC

-10.34%

Shares1.7K

Event2026-06-30

Filed2026-07-29

RSG

REPUBLIC SVCS INC

New

Shares2.3K

Event2026-06-30

Filed2026-07-29

ROKU

ROKU INC

-7.17%

Shares3.5K

Event2026-06-30

Filed2026-07-29

NXP SEMICONDUCTORS N V

8.36%

Shares1.7K

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC

-0.84%

Shares949

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC

6.32%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SUNCOR ENERGY INC NEW

-5.52%

Shares8.6K

Event2026-06-30

Filed2026-07-29

INCY

INCYTE CORP

-5.16%

Shares4.1K

Event2026-06-30

Filed2026-07-29

IYW

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

JUSA

J P MORGAN EXCHANGE TRADED F

New

Shares6.7K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC

41.10%

Shares872

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO

9.08%

Shares9.2K

Event2026-06-30

Filed2026-07-29

HCA

HCA HEALTHCARE INC

5.27%

Shares1.1K

Event2026-06-30

Filed2026-07-29

MLI

MUELLER INDS INC

47.18%

Shares3.4K

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC

35.48%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VYMI

VANGUARD WHITEHALL FDS

0.27%

Shares4.2K

Event2026-06-30

Filed2026-07-29

NISOURCE INC

0.63%

Shares8.3K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

0.67%

Shares1.6K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

-6.18%

Shares9.3K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC

22.99%

Shares3.4K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP

New

Shares2.2K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC

5.85%

Shares1.2K

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP

2.95%

Shares1.2K

Event2026-06-30

Filed2026-07-29

EMR

EMERSON ELEC CO

10.81%

Shares2.7K

Event2026-06-30

Filed2026-07-29

TXT

TEXTRON INC

-5.42%

Shares4.1K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC

30.28%

Shares852

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC

New

Shares475

Event2026-06-30

Filed2026-07-29

MEDP

MEDPACE HLDGS INC

5.11%

Shares679

Event2026-06-30

Filed2026-07-29

UVV

UNIVERSAL CORP VA MTNS BK EN

-12.87%

Shares6.8K

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP

31.12%

Shares1.3K

Event2026-06-30

Filed2026-07-29

CINF

CINCINNATI FINL CORP

9.51%

Shares1.9K

Event2026-06-30

Filed2026-07-29

IWD

ISHARES TR

28.41%

Shares1.4K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TR

0.00%

Shares471

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC

18.20%

Shares2.0K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC

-25.12%

Shares2.5K

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP

54.67%

Shares348

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL

8.89%

Shares10.6K

Event2026-06-30

Filed2026-07-29

JGLO

J P MORGAN EXCHANGE TRADED F

-42.40%

Shares4.7K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares344

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC

-7.18%

Shares814

Event2026-06-30

Filed2026-07-29

TEL

TE CONNECTIVITY PLC

-24.91%

Shares1.6K

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC

40.06%

Shares1.4K

Event2026-06-30

Filed2026-07-29

JIVE

J P MORGAN EXCHANGE TRADED F

22.09%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ELV

ELEVANCE HEALTH INC FORMERLY

12.71%

Shares798

Event2026-06-30

Filed2026-07-29

CHAT

TIDAL TRUST II

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

WTW

WILLIS TOWERS WATSON PLC LTD

-24.41%

Shares1.2K

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL INC

1.68%

Shares8.8K

Event2026-06-30

Filed2026-07-29

WASTE MGMT INC DEL

1.90%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.3K

Event2026-06-30

Filed2026-07-29

GNRC

GENERAC HLDGS INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

3M CO

2.20%

Shares1.8K

Event2026-06-30

Filed2026-07-29

JVAL

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-29

HII

HUNTINGTON INGALLS INDS INC

-1.00%

Shares994

Event2026-06-30

Filed2026-07-29

SNA

SNAP ON INC

-2.29%

Shares684

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP

New

Shares2.7K

Event2026-06-30

Filed2026-07-29

WAB

WABTEC

1.02%

Shares994

Event2026-06-30

Filed2026-07-29

ECL

ECOLAB INC

5.95%

Shares944

Event2026-06-30

Filed2026-07-29

ISHARES TR

New

Shares350

Event2026-06-30

Filed2026-07-29

JPEM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-29

QSR

RESTAURANT BRANDS INTL INC

10.83%

Shares3.5K

Event2026-06-30

Filed2026-07-29

ROUNDHILL ETF TRUST

New

Shares10.0K

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND

63.64%

Shares2.0K

Event2026-06-30

Filed2026-07-29

APPLOVIN CORP

New

Shares492

Event2026-06-30

Filed2026-07-29

AMX

AMERICA MOVIL SAB DE CV

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-29

TTE

TOTALENERGIES SE

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO

-11.10%

Shares2.6K

Event2026-06-30

Filed2026-07-29

JPIN

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC

New

Shares891

Event2026-06-30

Filed2026-07-29

ENB

ENBRIDGE INC

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-29

ABNB

AIRBNB INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

JOHNSON CONTROLS INTERNATION

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC

-10.00%

Shares9.4K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO

New

Shares652

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC

21.65%

Shares562

Event2026-06-30

Filed2026-07-29

TMUS

T-MOBILE US INC

11.38%

Shares1.3K

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO

New

Shares658

Event2026-06-30

Filed2026-07-29

VANGUARD INTL EQUITY INDEX F

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-29

AIG

AMERICAN INTL GROUP INC

-1.71%

Shares2.9K

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW

New

Shares578

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC.

New

Shares1.6K

Event2026-06-30

Filed2026-07-29

TWLO

TWILIO INC

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

FERG

FERGUSON ENTERPRISES INC

-2.31%

Shares889

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

ITW

ILLINOIS TOOL WKS INC

New

Shares776

Event2026-06-30

Filed2026-07-29

SPG

SIMON PPTY GROUP INC NEW

New

Shares927

Event2026-06-30

Filed2026-07-29

ROYAL CARIBBEAN GROUP

New

Shares647

Event2026-06-30

Filed2026-07-29

DATADOG INC

New

Shares783

Event2026-06-30

Filed2026-07-29

EVC

ENTRAVISION COMMUNICATIONS C

0.00%

Shares15.6K

Event2026-06-30

Filed2026-07-29

BOEING CO

New

Shares937

Event2026-06-30

Filed2026-07-29

IDEXX LABS INC

New

Shares383

Event2026-06-30

Filed2026-07-29

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

New

Shares806

Event2026-06-30

Filed2026-07-29

IJH

ISHARES TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-29

JIG

J P MORGAN EXCHANGE TRADED F

-8.14%

Shares2.3K

Event2026-06-30

Filed2026-07-29

ITOT

ISHARES TR

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

PLUG

PLUG PWR INC

-37.42%

Shares58.1K

Event2026-06-30

Filed2026-07-29

JPEF

J P MORGAN EXCHANGE TRADED F

-2.49%

Shares1.8K

Event2026-06-30

Filed2026-07-29

XLK

SELECT SECTOR SPDR TR

-20.40%

Shares722

Event2026-06-30

Filed2026-07-29

JFLI

J P MORGAN EXCHANGE TRADED F

8.61%

Shares2.4K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES TR

New

Shares900

Event2026-06-30

Filed2026-07-29

IWR

ISHARES TR

New

Shares1.0K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES TR

0.00%

Shares485

Event2026-06-30

Filed2026-07-29

EEM

ISHARES TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-29

JEPI

J P MORGAN EXCHANGE TRADED F

-26.08%

Shares1.6K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

0.00%

Shares369

Event2026-06-30

Filed2026-07-29

XLC

SELECT SECTOR SPDR TR

-19.77%

Shares629

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.55%

Shares182

Event2026-06-30

Filed2026-07-29

IYG

ISHARES TR

0.00%

Shares580

Event2026-06-30

Filed2026-07-29

GSID

GOLDMAN SACHS ETF TR

0.00%

Shares466

Event2026-06-30

Filed2026-07-29

J P MORGAN EXCHANGE TRADED F

-2.67%

Shares364

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES TR

0.00%

Shares136

Event2026-06-30

Filed2026-07-29

JADE

J P MORGAN EXCHANGE TRADED F

1.85%

Shares110

Event2026-06-30

Filed2026-07-29

JDIV

J P MORGAN EXCHANGE TRADED F

4.55%

Shares138

Event2026-06-30

Filed2026-07-29

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares55

Event2026-06-30

Filed2026-07-29

XLE

SELECT SECTOR SPDR TR

0.00%

Shares40

Event2026-06-30

Filed2026-07-29

ESGV

VANGUARD WORLD FD

-7.14%

Shares13

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES INC

0.00%

Shares11

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available