Sponsored

The Analysis of Access Investment Management LLC's Holdings & P&L

Currently, Access Investment Management LLC holds 157 types of securities in its portfolio with a total value $375.6M. In the most recent quarter, they have increased their positions in WLY (+210.6K shares, valued at $8.0M), PVH (+108.0K shares, valued at $7.5M), DXC (+497.7K shares, valued at $6.3M); decreased their positions in SW (-185.6K shares, valued at $7.4M), TPB (-41.3K shares, valued at $3.6M), WHR (-59.8K shares, valued at $3.2M); initiated new positions in PVH (+108.0K shares, valued at $7.5M), DXC (+497.7K shares, valued at $6.3M), BALL (+58.5K shares, valued at $3.5M).

1M P&L

-2.3M-0.63%

3M P&L

-3.1M-0.84%

HY P&L

+42.7M+13.44%

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

1Banks - Regional34.7M

10.2%

2Rental & Leasing Services30.5M

8.9%

3Packaging & Containers27.8M

8.2%

Top Industries by Stock Count

1N/A20 stocks

12.7%

2Asset Management7 stocks

4.5%

3Banks - Regional7 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JBL JABIL INC117.0K shares-4.84%2026-03-312026-05-22

URI UNITED RENTALS INC31.9K shares0.03%2026-03-312026-05-22

SF STIFEL FINL CORP213.8K shares50.01%2026-03-312026-05-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC141.4K shares-0.98%2026-03-312026-05-22

SON SONOCO PRODS CO289.9K shares11.54%2026-03-312026-05-22

WLY WILEY JOHN & SONS INC366.5K shares135.04%2026-03-312026-05-22

CITIGROUP INC CITIGROUP INC119.2K shares0.08%2026-03-312026-05-22

EWBC EAST WEST BANCORP INC126.3K shares-2.43%2026-03-312026-05-22

Sponsored

DFIN DONNELLEY FINL SOLUTIONS INC233.8K shares6.46%2026-03-312026-05-22

JPM JPMORGAN CHASE & CO35.3K shares-22.34%2026-03-312026-05-22

BAC BANK AMERICA CORP210.1K shares0.00%2026-03-312026-05-22

CUBI CUSTOMERS BANCORP INC139.9K shares5.68%2026-03-312026-05-22

G GENPACT LIMITED252.5K shares2.33%2026-03-312026-05-22

ON ON SEMICONDUCTOR CORP138.4K shares-0.03%2026-03-312026-05-22

AEM AGNICO EAGLE MINES LTD40.0K shares0.00%2026-03-312026-05-22

SBH SALLY BEAUTY HLDGS INC563.9K shares-0.04%2026-03-312026-05-22

Sponsored

PVH PVH CORPORATION108.0K sharesnew addition2026-03-312026-05-22

OTEX OPEN TEXT CORP320.2K shares60.24%2026-03-312026-05-22

FITB FIFTH THIRD BANCORP153.1K shares0.00%2026-03-312026-05-22

LNC LINCOLN NATL CORP IND196.5K shares0.00%2026-03-312026-05-22

VPL VANGUARD INTL EQUITY INDEX F68.3K shares0.29%2026-03-312026-05-22

LKQ LKQ CORP216.5K shares32.08%2026-03-312026-05-22

DXC DXC TECHNOLOGY CO497.7K sharesnew addition2026-03-312026-05-22

LQDT LIQUIDITY SVCS INC200.2K shares24.62%2026-03-312026-05-22

Sponsored

IART INTEGRA LIFESCIENCES HLDGS C640.5K shares71.98%2026-03-312026-05-22

LZB LA Z BOY INC184.4K shares103.18%2026-03-312026-05-22

SW SMURFIT WESTROCK PLC145.7K shares-56.03%2026-03-312026-05-22

AVT AVNET INC80.0K shares-27.27%2026-03-312026-05-22

LADR LADDER CAP CORP483.8K shares9.86%2026-03-312026-05-22

OMC OMNICOM GROUP INC60.8K shares1573.18%2026-03-312026-05-22

IDV ISHARES TR106.9K shares1.26%2026-03-312026-05-22

CTSH COGNIZANT TECHNOLOGY SOLUTIO73.1K shares1260.80%2026-03-312026-05-22

Sponsored

RJF RAYMOND JAMES FINL INC29.7K shares0.19%2026-03-312026-05-22

IJS ISHARES TR32.6K shares-7.96%2026-03-312026-05-22

BALL BALL CORP58.5K sharesnew addition2026-03-312026-05-22

VBR VANGUARD INDEX FDS15.0K shares0.00%2026-03-312026-05-22

TPB TURNING PT BRANDS INC32.3K shares-56.06%2026-03-312026-05-22

WTFC WINTRUST FINL CORP18.3K shares0.22%2026-03-312026-05-22

CMCSA COMCAST CORP NEW73.8K shares-58.42%2026-03-312026-05-22

COLB COLUMBIA BKG SYS INC75.8K sharesnew addition2026-03-312026-05-22

Sponsored

FHN FIRST HORIZON CORPORATION90.5K shares0.20%2026-03-312026-05-22

INGR INGREDION INC18.2K sharesnew addition2026-03-312026-05-22

VYMI VANGUARD WHITEHALL FDS20.8K shares1.24%2026-03-312026-05-22

FSUN FIRSTSUN CAP BANCORP53.7K sharesnew addition2026-03-312026-05-22

KFRC KFORCE INC65.5K shares74.60%2026-03-312026-05-22

FWRG FIRST WATCH RESTAURANT GROUP161.2K sharesnew addition2026-03-312026-05-22

JNJ JOHNSON & JOHNSON5.3K shares-20.44%2026-03-312026-05-22

UTHR UNITED THERAPEUTICS CORP DEL2.2K shares-71.13%2026-03-312026-05-22

Sponsored

CMCO COLUMBUS MCKINNON CORP N Y83.1K shares0.18%2026-03-312026-05-22

RITM RITHM CAPITAL CORP126.0K shares-0.79%2026-03-312026-05-22

MYE MYERS INDS INC53.1K shares-64.36%2026-03-312026-05-22

SFM SPROUTS FMRS MKT INC14.4K sharesnew addition2026-03-312026-05-22

CATY CATHAY GEN BANCORP21.2K shares0.21%2026-03-312026-05-22

FBIN FORTUNE BRANDS INNOVATIONS I25.2K sharesnew addition2026-03-312026-05-22

WHR WHIRLPOOL CORP17.2K shares-77.66%2026-03-312026-05-22

BTI BRITISH AMERN TOB PLC15.4K shares8.67%2026-03-312026-05-22

Sponsored

RSG REPUBLIC SVCS INC4.0K shares-27.27%2026-03-312026-05-22

NMRK NEWMARK GROUP INC57.6K shares0.00%2026-03-312026-05-22

UPS UNITED PARCEL SVCS INC7.5K shares-12.00%2026-03-312026-05-22

TSQ TOWNSQUARE MEDIA INC131.6K shares-66.82%2026-03-312026-05-22

BRO BROWN & BROWN INC10.0K shares0.00%2026-03-312026-05-22

DIS DISNEY WALT CO6.5K shares0.00%2026-03-312026-05-22

LEA LEAR CORP5.0K shares0.00%2026-03-312026-05-22

HTGC HERCULES CAPITAL INC38.2K shares0.00%2026-03-312026-05-22

Sponsored

ARCC ARES CAPITAL CORP30.7K shares-46.81%2026-03-312026-05-22

ACRE ARES COML REAL ESTATE CORP112.7K shares31.51%2026-03-312026-05-22

CCEP COCA-COLA EUROPACIFIC PARTNE5.5K shares0.00%2026-03-312026-05-22

ARE ALEXANDRIA REAL ESTATE EQ IN10.2K shares-5.56%2026-03-312026-05-22

PRGO PERRIGO CO PLC42.5K shares-87.31%2026-03-312026-05-22

VONE VANGUARD SCOTTSDALE FDS1.5K shares522.18%2026-03-312026-05-22

FBND FIDELITY MERRIMACK STR TR9.5K sharesnew addition2026-03-312026-05-22

USB US BANCORP8.1K sharesnew addition2026-03-312026-05-22

Sponsored

GLDM WORLD GOLD TR4.1K shares-10.43%2026-03-312026-05-22

IQV IQVIA HLDGS INC2.1K shares0.95%2026-03-312026-05-22

CWST CASELLA WASTE SYS INC4.5K shares0.00%2026-03-312026-05-22

CAH CARDINAL HEALTH INC1.6K shares-0.32%2026-03-312026-05-22

JACK JACK IN THE BOX INC33.0K shares-20.40%2026-03-312026-05-22

AVUV AMERICAN CENTY ETF TR2.6K sharesnew addition2026-03-312026-05-22

DOC HEALTHPEAK PROPERTIES INC15.3K shares-10.53%2026-03-312026-05-22

LULU LULULEMON ATHLETICA INC1.6K shares2.29%2026-03-312026-05-22

Sponsored

AAPL APPLE INC865 shares-19.38%2026-03-312026-05-22

PDN INVESCO EXCH TRADED FD TR II4.7K shares0.00%2026-03-312026-05-22

MCD MCDONALDS CORP650 shares-7.14%2026-03-312026-05-22

QGRO AMERICAN CENTY ETF TR1.4K sharesnew addition2026-03-312026-05-22

MSFT MICROSOFT CORP410 shares-10.68%2026-03-312026-05-22

JRSH JERASH HLDGS US INC45.0K shares-0.79%2026-03-312026-05-22

FLQM FRANKLIN TEMPLETON ETF TR2.2K sharesnew addition2026-03-312026-05-22

GLW CORNING INC851 shares0.00%2026-03-312026-05-22

Sponsored

ALPHABET INC ALPHABET INC330 shares-8.84%2026-03-312026-05-22

SCHC SCHWAB STRATEGIC TR2.0K shares0.00%2026-03-312026-05-22

HON HONEYWELL INTL INC346 shares0.00%2026-03-312026-05-22

XTN SPDR SERIES TRUST800 sharesnew addition2026-03-312026-05-22

HD HOME DEPOT INC200 shares-44.60%2026-03-312026-05-22

PBT PERMIAN BASIN RTY TR3.0K shares-25.00%2026-03-312026-05-22

ADI ANALOG DEVICES INC189 shares0.00%2026-03-312026-05-22

SPYV SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-05-22

Sponsored

PG PROCTER & GAMBLE CO400 shares-8.47%2026-03-312026-05-22

V VISA INC178 shares0.00%2026-03-312026-05-22

DGRO ISHARES TR760 shares0.00%2026-03-312026-05-22

ABBV ABBVIE INC238 shares0.00%2026-03-312026-05-22

MS MORGAN STANLEY303 shares0.00%2026-03-312026-05-22

COST COSTCO WHOLESALE CORPORATION50 shares0.00%2026-03-312026-05-22

MCK MCKESSON CORP55 shares0.00%2026-03-312026-05-22

CB CHUBB LTD SWITZ142 shares0.00%2026-03-312026-05-22

Sponsored

XOM EXXON MOBIL CORP270 shares-50.18%2026-03-312026-05-22

IJH ISHARES TR675 shares0.00%2026-03-312026-05-22

SPYD SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-05-22

MFIC MIDCAP FINANCIAL INVSTMNT CO4.0K shares0.00%2026-03-312026-05-22

AMZN AMAZON COM INC213 shares-36.98%2026-03-312026-05-22

META META PLATFORMS INC75 shares-48.28%2026-03-312026-05-22

NVDA NVIDIA CORPORATION240 shares-45.45%2026-03-312026-05-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP119 shares0.00%2026-03-312026-05-22

Sponsored

RTX RTX CORPORATION211 shares0.00%2026-03-312026-05-22

IWD ISHARES TR180 shares0.00%2026-03-312026-05-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW262 shares0.00%2026-03-312026-05-22

ABT ABBOTT LABORATORIES320 shares0.00%2026-03-312026-05-22

OKE ONEOK INC NEW340 shares-17.07%2026-03-312026-05-22

MNST MONSTER BEVERAGE CORP NEW401 shares0.00%2026-03-312026-05-22

VRTX VERTEX PHARMACEUTICALS INC60 shares0.00%2026-03-312026-05-22

D DOMINION ENERGY INC425 shares0.00%2026-03-312026-05-22

Sponsored

NDAQ NASDAQ INC309 shares0.00%2026-03-312026-05-22

SPY STATE STR SPDR S&P 500 ETF T40 shares0.00%2026-03-312026-05-22

EWW ISHARES INC345 shares76.92%2026-03-312026-05-22

WFC WELLS FARGO & CO316 shares0.00%2026-03-312026-05-22

AXP AMERICAN EXPRESS CO82 shares0.00%2026-03-312026-05-22

CSCO CISCO SYS INC294 shares0.00%2026-03-312026-05-22

ADSK AUTODESK INC90 shares0.00%2026-03-312026-05-22

DIA STATE STR SPDR DOW JONES IND45 shares0.00%2026-03-312026-05-22

Sponsored

LOW LOWES COS INC88 shares0.00%2026-03-312026-05-22

PH PARKER-HANNIFIN CORP23 shares0.00%2026-03-312026-05-22

ACFN ACORN ENERGY INC1.2K shares36.36%2026-03-312026-05-22

AON PLC AON PLC62 shares0.00%2026-03-312026-05-22

XLF SELECT SECTOR SPDR TR400 shares0.00%2026-03-312026-05-22

EATON CORP PLC EATON CORP PLC55 shares0.00%2026-03-312026-05-22

PNC PNC FINL SVCS GROUP INC92 shares0.00%2026-03-312026-05-22

BK BANK NEW YORK MELLON CORP150 shares0.00%2026-03-312026-05-22

Sponsored

T AT&T INC586 shares0.00%2026-03-312026-05-22

IBM INTERNATIONAL BUSINESS MACHS65 shares0.00%2026-03-312026-05-22

NOC NORTHROP GRUMMAN CORP22 shares0.00%2026-03-312026-05-22

III INFORMATION SVCS GROUP INC3.8K shares-20.97%2026-03-312026-05-22

NVS NOVARTIS AG93 shares0.00%2026-03-312026-05-22

CME CME GROUP INC48 shares0.00%2026-03-312026-05-22

ETR ENTERGY CORP NEW114 shares0.00%2026-03-312026-05-22

KO COCA COLA CO165 shares0.00%2026-03-312026-05-22

Sponsored

LINDE PLC LINDE PLC24 shares0.00%2026-03-312026-05-22

TJX TJX COS INC NEW73 shares0.00%2026-03-312026-05-22

BLACKROCK INC BLACKROCK INC12 shares0.00%2026-03-312026-05-22

F FORD MTR CO1.0K shares0.00%2026-03-312026-05-22

SEIC SEI INVTS CO138 shares0.00%2026-03-312026-05-22

WM WASTE MGMT INC DEL47 shares0.00%2026-03-312026-05-22

CMI CUMMINS INC18 shares0.00%2026-03-312026-05-22

IIIN INSTEEL INDS INC265 shares140.91%2026-03-312026-05-22

Sponsored

MPAA MOTORCAR PTS AMER INC785 shares-49.52%2026-03-312026-05-22

IYH ISHARES TR125 shares0.00%2026-03-312026-05-22

MA MASTERCARD INCORPORATED10 shares0.00%2026-03-312026-05-22

KBWB INVESCO EXCH TRADED FD TR II60 shares0.00%2026-03-312026-05-22

INVESCO QQQ TR INVESCO QQQ TR3 sharesnew addition2026-03-312026-05-22

JBL

JABIL INC

-4.84%

Shares117.0K

Event2026-03-31

Filed2026-05-22

URI

UNITED RENTALS INC

0.03%

Shares31.9K

Event2026-03-31

Filed2026-05-22

STIFEL FINL CORP

50.01%

Shares213.8K

Event2026-03-31

Filed2026-05-22

APOLLO GLOBAL MGMT INC

-0.98%

Shares141.4K

Event2026-03-31

Filed2026-05-22

SON

SONOCO PRODS CO

11.54%

Shares289.9K

Event2026-03-31

Filed2026-05-22

WLY

WILEY JOHN & SONS INC

135.04%

Shares366.5K

Event2026-03-31

Filed2026-05-22

CITIGROUP INC

0.08%

Shares119.2K

Event2026-03-31

Filed2026-05-22

EWBC

EAST WEST BANCORP INC

-2.43%

Shares126.3K

Event2026-03-31

Filed2026-05-22

DFIN

DONNELLEY FINL SOLUTIONS INC

6.46%

Shares233.8K

Event2026-03-31

Filed2026-05-22

JPM

JPMORGAN CHASE & CO

-22.34%

Shares35.3K

Event2026-03-31

Filed2026-05-22

BAC

BANK AMERICA CORP

0.00%

Shares210.1K

Event2026-03-31

Filed2026-05-22

CUBI

CUSTOMERS BANCORP INC

5.68%

Shares139.9K

Event2026-03-31

Filed2026-05-22

GENPACT LIMITED

2.33%

Shares252.5K

Event2026-03-31

Filed2026-05-22

ON SEMICONDUCTOR CORP

-0.03%

Shares138.4K

Event2026-03-31

Filed2026-05-22

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-22

SBH

SALLY BEAUTY HLDGS INC

-0.04%

Shares563.9K

Event2026-03-31

Filed2026-05-22

PVH

PVH CORPORATION

New

Shares108.0K

Event2026-03-31

Filed2026-05-22

OTEX

OPEN TEXT CORP

60.24%

Shares320.2K

Event2026-03-31

Filed2026-05-22

FITB

FIFTH THIRD BANCORP

0.00%

Shares153.1K

Event2026-03-31

Filed2026-05-22

LNC

LINCOLN NATL CORP IND

0.00%

Shares196.5K

Event2026-03-31

Filed2026-05-22

VPL

VANGUARD INTL EQUITY INDEX F

0.29%

Shares68.3K

Event2026-03-31

Filed2026-05-22

LKQ

LKQ CORP

32.08%

Shares216.5K

Event2026-03-31

Filed2026-05-22

DXC

DXC TECHNOLOGY CO

New

Shares497.7K

Event2026-03-31

Filed2026-05-22

LQDT

LIQUIDITY SVCS INC

24.62%

Shares200.2K

Event2026-03-31

Filed2026-05-22

IART

INTEGRA LIFESCIENCES HLDGS C

71.98%

Shares640.5K

Event2026-03-31

Filed2026-05-22

LZB

LA Z BOY INC

103.18%

Shares184.4K

Event2026-03-31

Filed2026-05-22

SMURFIT WESTROCK PLC

-56.03%

Shares145.7K

Event2026-03-31

Filed2026-05-22

AVT

AVNET INC

-27.27%

Shares80.0K

Event2026-03-31

Filed2026-05-22

LADR

LADDER CAP CORP

9.86%

Shares483.8K

Event2026-03-31

Filed2026-05-22

OMC

OMNICOM GROUP INC

1573.18%

Shares60.8K

Event2026-03-31

Filed2026-05-22

IDV

ISHARES TR

1.26%

Shares106.9K

Event2026-03-31

Filed2026-05-22

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

1260.80%

Shares73.1K

Event2026-03-31

Filed2026-05-22

RJF

RAYMOND JAMES FINL INC

0.19%

Shares29.7K

Event2026-03-31

Filed2026-05-22

IJS

ISHARES TR

-7.96%

Shares32.6K

Event2026-03-31

Filed2026-05-22

BALL

BALL CORP

New

Shares58.5K

Event2026-03-31

Filed2026-05-22

VBR

VANGUARD INDEX FDS

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-22

TPB

TURNING PT BRANDS INC

-56.06%

Shares32.3K

Event2026-03-31

Filed2026-05-22

WTFC

WINTRUST FINL CORP

0.22%

Shares18.3K

Event2026-03-31

Filed2026-05-22

CMCSA

COMCAST CORP NEW

-58.42%

Shares73.8K

Event2026-03-31

Filed2026-05-22

COLB

COLUMBIA BKG SYS INC

New

Shares75.8K

Event2026-03-31

Filed2026-05-22

FHN

FIRST HORIZON CORPORATION

0.20%

Shares90.5K

Event2026-03-31

Filed2026-05-22

INGR

INGREDION INC

New

Shares18.2K

Event2026-03-31

Filed2026-05-22

VYMI

VANGUARD WHITEHALL FDS

1.24%

Shares20.8K

Event2026-03-31

Filed2026-05-22

FSUN

FIRSTSUN CAP BANCORP

New

Shares53.7K

Event2026-03-31

Filed2026-05-22

KFRC

KFORCE INC

74.60%

Shares65.5K

Event2026-03-31

Filed2026-05-22

FWRG

FIRST WATCH RESTAURANT GROUP

New

Shares161.2K

Event2026-03-31

Filed2026-05-22

JNJ

JOHNSON & JOHNSON

-20.44%

Shares5.3K

Event2026-03-31

Filed2026-05-22

UTHR

UNITED THERAPEUTICS CORP DEL

-71.13%

Shares2.2K

Event2026-03-31

Filed2026-05-22

CMCO

COLUMBUS MCKINNON CORP N Y

0.18%

Shares83.1K

Event2026-03-31

Filed2026-05-22

RITM

RITHM CAPITAL CORP

-0.79%

Shares126.0K

Event2026-03-31

Filed2026-05-22

MYE

MYERS INDS INC

-64.36%

Shares53.1K

Event2026-03-31

Filed2026-05-22

SFM

SPROUTS FMRS MKT INC

New

Shares14.4K

Event2026-03-31

Filed2026-05-22

CATY

CATHAY GEN BANCORP

0.21%

Shares21.2K

Event2026-03-31

Filed2026-05-22

FBIN

FORTUNE BRANDS INNOVATIONS I

New

Shares25.2K

Event2026-03-31

Filed2026-05-22

WHR

WHIRLPOOL CORP

-77.66%

Shares17.2K

Event2026-03-31

Filed2026-05-22

BTI

BRITISH AMERN TOB PLC

8.67%

Shares15.4K

Event2026-03-31

Filed2026-05-22

RSG

REPUBLIC SVCS INC

-27.27%

Shares4.0K

Event2026-03-31

Filed2026-05-22

NMRK

NEWMARK GROUP INC

0.00%

Shares57.6K

Event2026-03-31

Filed2026-05-22

UPS

UNITED PARCEL SVCS INC

-12.00%

Shares7.5K

Event2026-03-31

Filed2026-05-22

TSQ

TOWNSQUARE MEDIA INC

-66.82%

Shares131.6K

Event2026-03-31

Filed2026-05-22

BRO

BROWN & BROWN INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-22

DIS

DISNEY WALT CO

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-22

LEA

LEAR CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-22

HTGC

HERCULES CAPITAL INC

0.00%

Shares38.2K

Event2026-03-31

Filed2026-05-22

ARCC

ARES CAPITAL CORP

-46.81%

Shares30.7K

Event2026-03-31

Filed2026-05-22

ACRE

ARES COML REAL ESTATE CORP

31.51%

Shares112.7K

Event2026-03-31

Filed2026-05-22

CCEP

COCA-COLA EUROPACIFIC PARTNE

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-22

ARE

ALEXANDRIA REAL ESTATE EQ IN

-5.56%

Shares10.2K

Event2026-03-31

Filed2026-05-22

PRGO

PERRIGO CO PLC

-87.31%

Shares42.5K

Event2026-03-31

Filed2026-05-22

VONE

VANGUARD SCOTTSDALE FDS

522.18%

Shares1.5K

Event2026-03-31

Filed2026-05-22

FBND

FIDELITY MERRIMACK STR TR

New

Shares9.5K

Event2026-03-31

Filed2026-05-22

USB

US BANCORP

New

Shares8.1K

Event2026-03-31

Filed2026-05-22

GLDM

WORLD GOLD TR

-10.43%

Shares4.1K

Event2026-03-31

Filed2026-05-22

IQV

IQVIA HLDGS INC

0.95%

Shares2.1K

Event2026-03-31

Filed2026-05-22

CWST

CASELLA WASTE SYS INC

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-22

CAH

CARDINAL HEALTH INC

-0.32%

Shares1.6K

Event2026-03-31

Filed2026-05-22

JACK

JACK IN THE BOX INC

-20.40%

Shares33.0K

Event2026-03-31

Filed2026-05-22

AVUV

AMERICAN CENTY ETF TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-22

DOC

HEALTHPEAK PROPERTIES INC

-10.53%

Shares15.3K

Event2026-03-31

Filed2026-05-22

LULU

LULULEMON ATHLETICA INC

2.29%

Shares1.6K

Event2026-03-31

Filed2026-05-22

AAPL

APPLE INC

-19.38%

Shares865

Event2026-03-31

Filed2026-05-22

PDN

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-22

MCD

MCDONALDS CORP

-7.14%

Shares650

Event2026-03-31

Filed2026-05-22

QGRO

AMERICAN CENTY ETF TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-22

MSFT

MICROSOFT CORP

-10.68%

Shares410

Event2026-03-31

Filed2026-05-22

JRSH

JERASH HLDGS US INC

-0.79%

Shares45.0K

Event2026-03-31

Filed2026-05-22

FLQM

FRANKLIN TEMPLETON ETF TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-22

GLW

CORNING INC

0.00%

Shares851

Event2026-03-31

Filed2026-05-22

ALPHABET INC

-8.84%

Shares330

Event2026-03-31

Filed2026-05-22

SCHC

SCHWAB STRATEGIC TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-22

HON

HONEYWELL INTL INC

0.00%

Shares346

Event2026-03-31

Filed2026-05-22

XTN

SPDR SERIES TRUST

New

Shares800

Event2026-03-31

Filed2026-05-22

HOME DEPOT INC

-44.60%

Shares200

Event2026-03-31

Filed2026-05-22

PBT

PERMIAN BASIN RTY TR

-25.00%

Shares3.0K

Event2026-03-31

Filed2026-05-22

ADI

ANALOG DEVICES INC

0.00%

Shares189

Event2026-03-31

Filed2026-05-22

SPYV

SPDR SERIES TRUST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-22

PROCTER & GAMBLE CO

-8.47%

Shares400

Event2026-03-31

Filed2026-05-22

VISA INC

0.00%

Shares178

Event2026-03-31

Filed2026-05-22

DGRO

ISHARES TR

0.00%

Shares760

Event2026-03-31

Filed2026-05-22

ABBV

ABBVIE INC

0.00%

Shares238

Event2026-03-31

Filed2026-05-22

MORGAN STANLEY

0.00%

Shares303

Event2026-03-31

Filed2026-05-22

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares50

Event2026-03-31

Filed2026-05-22

MCK

MCKESSON CORP

0.00%

Shares55

Event2026-03-31

Filed2026-05-22

CHUBB LTD SWITZ

0.00%

Shares142

Event2026-03-31

Filed2026-05-22

XOM

EXXON MOBIL CORP

-50.18%

Shares270

Event2026-03-31

Filed2026-05-22

IJH

ISHARES TR

0.00%

Shares675

Event2026-03-31

Filed2026-05-22

SPYD

SPDR SERIES TRUST

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-22

MFIC

MIDCAP FINANCIAL INVSTMNT CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-22

AMZN

AMAZON COM INC

-36.98%

Shares213

Event2026-03-31

Filed2026-05-22