The Analysis of Advisors Capital Management, LLC's Holdings & P&L


Currently, Advisors Capital Management, LLC holds 566 types of securities in its portfolio with a total value $8.6B. In the most recent quarter, they have increased their positions in N/A (+2.9M shares, valued at $61.7M), IBM (+152.3K shares, valued at $36.9M), MPW (+6.4M shares, valued at $29.5M); decreased their positions in N/A (-233.8K shares, valued at $46.4M), SPY (-51.4K shares, valued at $33.4M), N/A (-70.6K shares, valued at $27.6M); initiated new positions in N/A (+2.9M shares, valued at $61.7M), MPW (+6.4M shares, valued at $29.5M), COLD (+1.2M shares, valued at $13.9M).


1M P&L
+297.8M+4.05%
3M P&L
-305.9M-3.84%
HY P&L
+81.5M+1.08%

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/A1.2B
17.4%
2Drug Manufacturers - General440.8M
6.2%
3Semiconductors417.1M
5.8%

Top Industries by Stock Count

1N/A152 stocks
29.3%
2Software - Application19 stocks
3.7%
3Banks - Regional12 stocks
2.3%
Stock Holdings
AAPL
APPLE INC
1.44%
Shares1.0M
Event2026-03-31
Filed2026-05-01
BROADCOM INC
BROADCOM INC
-2.58%
Shares760.3K
Event2026-03-31
Filed2026-05-01
MSFT
MICROSOFT CORP
3.26%
Shares630.1K
Event2026-03-31
Filed2026-05-01
NVDA
NVIDIA CORPORATION
2.23%
Shares1.2M
Event2026-03-31
Filed2026-05-01
CITIGROUP INC
CITIGROUP INC
-3.63%
Shares1.2M
Event2026-03-31
Filed2026-05-01
ABBV
ABBVIE INC
-5.15%
Shares601.6K
Event2026-03-31
Filed2026-05-01
CVX
CHEVRON CORPORATION
3.49%
Shares628.1K
Event2026-03-31
Filed2026-05-01
JPM
JPMORGAN CHASE & CO
1.77%
Shares438.5K
Event2026-03-31
Filed2026-05-01
JNJ
JOHNSON & JOHNSON
-0.65%
Shares521.5K
Event2026-03-31
Filed2026-05-01
PM
PHILIP MORRIS INTL INC
4.82%
Shares765.4K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-7.59%
Shares436.3K
Event2026-03-31
Filed2026-05-01
CSCO
CISCO SYS INC
2.34%
Shares1.6M
Event2026-03-31
Filed2026-05-01
IVV
ISHARES TR
4.55%
Shares190.5K
Event2026-03-31
Filed2026-05-01
IBM
INTERNATIONAL BUSINESS MACHS
42.41%
Shares511.3K
Event2026-03-31
Filed2026-05-01
AMZN
AMAZON COM INC
3.24%
Shares553.1K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-12.85%
Shares354.8K
Event2026-03-31
Filed2026-05-01
KMI
KINDER MORGAN INC DEL
2.19%
Shares3.0M
Event2026-03-31
Filed2026-05-01
VUG
VANGUARD INDEX FDS
16.00%
Shares219.1K
Event2026-03-31
Filed2026-05-01
TJX
TJX COS INC NEW
3.36%
Shares581.4K
Event2026-03-31
Filed2026-05-01
BLACKSTONE INC
BLACKSTONE INC
-15.07%
Shares711.3K
Event2026-03-31
Filed2026-05-01
BA-PA
BOEING CO
4.29%
Shares1.2M
Event2026-03-31
Filed2026-05-01
HON
HONEYWELL INTL INC
8.15%
Shares351.5K
Event2026-03-31
Filed2026-05-01
VZ
VERIZON COMMUNICATIONS INC
20.64%
Shares1.6M
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
5.32%
Shares602.3K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-8.28%
Shares164.1K
Event2026-03-31
Filed2026-05-01
SPHY
SPDR SERIES TRUST
4.53%
Shares3.3M
Event2026-03-31
Filed2026-05-01
RTX
RTX CORPORATION
-3.16%
Shares394.6K
Event2026-03-31
Filed2026-05-01
TT
TRANE TECHNOLOGIES PLC
3.46%
Shares182.6K
Event2026-03-31
Filed2026-05-01
OKE
ONEOK INC NEW
5.26%
Shares823.4K
Event2026-03-31
Filed2026-05-01
PFE
PFIZER INC
4.66%
Shares2.6M
Event2026-03-31
Filed2026-05-01
PAGP
PLAINS GP HLDGS L P
3.79%
Shares2.9M
Event2026-03-31
Filed2026-05-01
BROOKFIELD RENEWABLE CORP
BROOKFIELD RENEWABLE CORP
1.14%
Shares1.8M
Event2026-03-31
Filed2026-05-01
ARCC
ARES CAPITAL CORP
10.31%
Shares3.9M
Event2026-03-31
Filed2026-05-01
VTV
VANGUARD INDEX FDS
0.53%
Shares353.3K
Event2026-03-31
Filed2026-05-01
WPC
WP CAREY INC
5.15%
Shares1.0M
Event2026-03-31
Filed2026-05-01
STWD
STARWOOD PPTY TR INC
8.13%
Shares4.0M
Event2026-03-31
Filed2026-05-01
MCD
MCDONALDS CORP
5.16%
Shares221.6K
Event2026-03-31
Filed2026-05-01
TXN
TEXAS INSTRS INC
3.52%
Shares336.6K
Event2026-03-31
Filed2026-05-01
KO
COCA COLA CO
4.69%
Shares846.5K
Event2026-03-31
Filed2026-05-01
DGX
QUEST DIAGNOSTICS INC
4.27%
Shares327.3K
Event2026-03-31
Filed2026-05-01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-14.86%
Shares183.0K
Event2026-03-31
Filed2026-05-01
ANNALY CAPITAL MANAGEMENT IN
ANNALY CAPITAL MANAGEMENT IN
New
Shares2.9M
Event2026-03-31
Filed2026-05-01
BMY
BRISTOL-MYERS SQUIBB CO
8.03%
Shares1.0M
Event2026-03-31
Filed2026-05-01
PANW
PALO ALTO NETWORKS INC
3.64%
Shares370.1K
Event2026-03-31
Filed2026-05-01
QCOM
QUALCOMM INC
2.71%
Shares460.6K
Event2026-03-31
Filed2026-05-01
WMB
WILLIAMS COS INC
-1.46%
Shares799.4K
Event2026-03-31
Filed2026-05-01
PEP
PEPSICO INC
41.48%
Shares339.2K
Event2026-03-31
Filed2026-05-01
LMT
LOCKHEED MARTIN CORP
0.20%
Shares85.6K
Event2026-03-31
Filed2026-05-01
CAT
CATERPILLAR INC
-5.53%
Shares72.6K
Event2026-03-31
Filed2026-05-01
SPTM
SPDR SERIES TRUST
3.15%
Shares649.3K
Event2026-03-31
Filed2026-05-01
HD
HOME DEPOT INC
3.80%
Shares150.5K
Event2026-03-31
Filed2026-05-01
WFC
WELLS FARGO & CO
-0.91%
Shares606.8K
Event2026-03-31
Filed2026-05-01
DOW
DOW HLDGS INC
10.23%
Shares1.1M
Event2026-03-31
Filed2026-05-01
SBRA
SABRA HEALTH CARE REIT INC
2.23%
Shares2.4M
Event2026-03-31
Filed2026-05-01
COST
COSTCO WHOLESALE CORPORATION
2.68%
Shares46.9K
Event2026-03-31
Filed2026-05-01
OUTFRONT MEDIA INC
OUTFRONT MEDIA INC
-19.99%
Shares1.8M
Event2026-03-31
Filed2026-05-01
WSM
WILLIAMS SONOMA INC
2.42%
Shares254.5K
Event2026-03-31
Filed2026-05-01
MA
MASTERCARD INCORPORATED
3.29%
Shares89.1K
Event2026-03-31
Filed2026-05-01
MTB
M & T BK CORP
2.39%
Shares211.9K
Event2026-03-31
Filed2026-05-01
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-38.93%
Shares110.7K
Event2026-03-31
Filed2026-05-01
VEA
VANGUARD TAX-MANAGED FDS
17.55%
Shares676.2K
Event2026-03-31
Filed2026-05-01
META
META PLATFORMS INC
21.46%
Shares75.5K
Event2026-03-31
Filed2026-05-01
ORCL
ORACLE CORP
1.81%
Shares284.8K
Event2026-03-31
Filed2026-05-01
SJM
SMUCKER J M CO
68.99%
Shares434.4K
Event2026-03-31
Filed2026-05-01
PG
PROCTER & GAMBLE CO
4.73%
Shares287.9K
Event2026-03-31
Filed2026-05-01
OHI
OMEGA HEALTHCARE INVS INC
0.63%
Shares942.4K
Event2026-03-31
Filed2026-05-01
MCK
MCKESSON CORP
0.53%
Shares47.6K
Event2026-03-31
Filed2026-05-01
MEDTRONIC PLC
MEDTRONIC PLC
4.29%
Shares474.4K
Event2026-03-31
Filed2026-05-01
TD
TORONTO DOMINION BK ONT
-0.48%
Shares435.2K
Event2026-03-31
Filed2026-05-01
FTAI AVIATION LTD
FTAI AVIATION LTD
-6.57%
Shares163.6K
Event2026-03-31
Filed2026-05-01
NEE
NEXTERA ENERGY INC
1.42%
Shares408.5K
Event2026-03-31
Filed2026-05-01
TGT
TARGET CORP
7.52%
Shares310.0K
Event2026-03-31
Filed2026-05-01
VCIT
VANGUARD SCOTTSDALE FDS
4.44%
Shares450.1K
Event2026-03-31
Filed2026-05-01
EATON CORP PLC
EATON CORP PLC
-1.04%
Shares104.0K
Event2026-03-31
Filed2026-05-01
UNILEVER PLC
UNILEVER PLC
6.09%
Shares651.9K
Event2026-03-31
Filed2026-05-01
IBDW
ISHARES TR
5.12%
Shares1.7M
Event2026-03-31
Filed2026-05-01
KVUE
KENVUE INC
10.92%
Shares2.1M
Event2026-03-31
Filed2026-05-01
NFLX
NETFLIX INC.
205.34%
Shares379.1K
Event2026-03-31
Filed2026-05-01
ROST
ROSS STORES INC
-4.01%
Shares164.3K
Event2026-03-31
Filed2026-05-01
VRP
INVESCO EXCH TRADED FD TR II
4.06%
Shares1.5M
Event2026-03-31
Filed2026-05-01
MO
ALTRIA GROUP INC
3.59%
Shares534.7K
Event2026-03-31
Filed2026-05-01
BLACKROCK INC
BLACKROCK INC
0.39%
Shares35.3K
Event2026-03-31
Filed2026-05-01
DE
DEERE & CO
-6.69%
Shares59.8K
Event2026-03-31
Filed2026-05-01
CME
CME GROUP INC
0.85%
Shares113.9K
Event2026-03-31
Filed2026-05-01
SPIB
SPDR SERIES TRUST
1.20%
Shares999.5K
Event2026-03-31
Filed2026-05-01
TMUS
T-MOBILE US INC
3.20%
Shares159.5K
Event2026-03-31
Filed2026-05-01
HST
HOST HOTELS & RESORTS INC
-0.75%
Shares1.7M
Event2026-03-31
Filed2026-05-01
KNTK
KINETIK HOLDINGS INC
3.19%
Shares666.0K
Event2026-03-31
Filed2026-05-01
TMO
THERMO FISHER SCIENTIFIC INC
0.89%
Shares65.3K
Event2026-03-31
Filed2026-05-01
CASY
CASEYS GEN STORES INC
-12.08%
Shares43.6K
Event2026-03-31
Filed2026-05-01
AGNC
AGNC INVT CORP
81.67%
Shares3.1M
Event2026-03-31
Filed2026-05-01
CB
CHUBB LTD SWITZ
5.61%
Shares95.3K
Event2026-03-31
Filed2026-05-01
PLD
PROLOGIS INC.
2.66%
Shares230.4K
Event2026-03-31
Filed2026-05-01
BAC-PL
BANK AMERICA CORP
3.99%
Shares24.8K
Event2026-03-31
Filed2026-05-01
MPW
MEDICAL PROPERTIES TRUST INC
New
Shares6.4M
Event2026-03-31
Filed2026-05-01
LTC
LTC PPTYS INC
2.65%
Shares783.7K
Event2026-03-31
Filed2026-05-01
CWEN.A
CLEARWAY ENERGY INC
0.28%
Shares735.0K
Event2026-03-31
Filed2026-05-01
SCHG
SCHWAB STRATEGIC TR
42.11%
Shares976.3K
Event2026-03-31
Filed2026-05-01
WMT
WALMART INC
0.28%
Shares225.2K
Event2026-03-31
Filed2026-05-01
TNL
TRAVEL PLUS LEISURE CO
-0.25%
Shares404.3K
Event2026-03-31
Filed2026-05-01
AON PLC
AON PLC
-4.34%
Shares86.4K
Event2026-03-31
Filed2026-05-01
LINDE PLC
LINDE PLC
22.36%
Shares55.4K
Event2026-03-31
Filed2026-05-01
IGLB
ISHARES TR
9.42%
Shares535.9K
Event2026-03-31
Filed2026-05-01
IBDU
ISHARES TR
3.65%
Shares1.1M
Event2026-03-31
Filed2026-05-01
ULTA
ULTA BEAUTY INC
19.18%
Shares50.0K
Event2026-03-31
Filed2026-05-01
AEM
AGNICO EAGLE MINES LTD
1.54%
Shares128.4K
Event2026-03-31
Filed2026-05-01
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-4.01%
Shares124.2K
Event2026-03-31
Filed2026-05-01
AMGN
AMGEN INC
2.10%
Shares73.3K
Event2026-03-31
Filed2026-05-01
EPR
EPR PPTYS
2.58%
Shares507.2K
Event2026-03-31
Filed2026-05-01
DOC
HEALTHPEAK PROPERTIES INC
4.24%
Shares1.5M
Event2026-03-31
Filed2026-05-01
FIS
FIDELITY NATL INFORMATION SV
16.79%
Shares518.7K
Event2026-03-31
Filed2026-05-01
SGOV
ISHARES TR
-29.33%
Shares239.2K
Event2026-03-31
Filed2026-05-01
SBUX
STARBUCKS CORP
12.31%
Shares267.1K
Event2026-03-31
Filed2026-05-01
V
VISA INC
2.99%
Shares78.3K
Event2026-03-31
Filed2026-05-01
SPYG
SPDR SERIES TRUST
18.32%
Shares238.7K
Event2026-03-31
Filed2026-05-01
URI
UNITED RENTALS INC
0.97%
Shares31.9K
Event2026-03-31
Filed2026-05-01
BXMT
BLACKSTONE MORTGAGE TRUST IN
3.19%
Shares1.2M
Event2026-03-31
Filed2026-05-01
DELL
DELL TECHNOLOGIES INC
8.25%
Shares140.2K
Event2026-03-31
Filed2026-05-01
SYK
STRYKER CORPORATION
3.78%
Shares69.2K
Event2026-03-31
Filed2026-05-01
ABT
ABBOTT LABORATORIES
1.74%
Shares213.3K
Event2026-03-31
Filed2026-05-01
SO
SOUTHERN CO
-25.94%
Shares226.6K
Event2026-03-31
Filed2026-05-01
VONG
VANGUARD SCOTTSDALE FDS
23.13%
Shares197.9K
Event2026-03-31
Filed2026-05-01
IBDV
ISHARES TR
3.41%
Shares979.4K
Event2026-03-31
Filed2026-05-01
IBDX
ISHARES TR
164.99%
Shares840.2K
Event2026-03-31
Filed2026-05-01
EBAY
EBAY INC.
98.62%
Shares230.6K
Event2026-03-31
Filed2026-05-01
TFC
TRUIST FINL CORP
-0.58%
Shares455.2K
Event2026-03-31
Filed2026-05-01
MERCK & CO INC
MERCK & CO INC
5.33%
Shares173.5K
Event2026-03-31
Filed2026-05-01
LNC
LINCOLN NATL CORP IND
2.00%
Shares585.2K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
INVESCO QQQ TR
68.74%
Shares35.0K
Event2026-03-31
Filed2026-05-01
IGIB
ISHARES TR
8.34%
Shares369.0K
Event2026-03-31
Filed2026-05-01
USIG
ISHARES TR
7.75%
Shares382.1K
Event2026-03-31
Filed2026-05-01
CRM
SALESFORCE INC
256.33%
Shares104.5K
Event2026-03-31
Filed2026-05-01
LAM RESEARCH CORP
LAM RESEARCH CORP
-3.77%
Shares90.4K
Event2026-03-31
Filed2026-05-01
CVS
CVS HEALTH CORP
3.91%
Shares263.3K
Event2026-03-31
Filed2026-05-01
HSY
HERSHEY CO
3.14%
Shares85.9K
Event2026-03-31
Filed2026-05-01
ZTS
ZOETIS INC
58.06%
Shares146.9K
Event2026-03-31
Filed2026-05-01
WHR
WHIRLPOOL CORP
1.99%
Shares318.4K
Event2026-03-31
Filed2026-05-01
SHYG
ISHARES TR
2.14%
Shares384.5K
Event2026-03-31
Filed2026-05-01
IJH
ISHARES TR
-0.81%
Shares238.8K
Event2026-03-31
Filed2026-05-01
BSCU
INVESCO EXCH TRD SLF IDX FD
0.71%
Shares955.7K
Event2026-03-31
Filed2026-05-01
RBC
RBC BEARINGS INC
-14.56%
Shares28.5K
Event2026-03-31
Filed2026-05-01
FELG
FIDELITY COVINGTON TRUST
26.10%
Shares392.4K
Event2026-03-31
Filed2026-05-01
TSLX
SIXTH STREET SPECIALTY LENDI
2.34%
Shares785.5K
Event2026-03-31
Filed2026-05-01
PSX
PHILLIPS 66
6.75%
Shares78.8K
Event2026-03-31
Filed2026-05-01
COLD
AMERICOLD REALTY TRUST INC
New
Shares1.2M
Event2026-03-31
Filed2026-05-01
SPY
STATE STR SPDR S&P 500 ETF T
-71.01%
Shares21.0K
Event2026-03-31
Filed2026-05-01
BEP
BROOKFIELD RENEWABLE ENERGY
0.46%
Shares411.8K
Event2026-03-31
Filed2026-05-01
AXP
AMERICAN EXPRESS CO
551.72%
Shares44.4K
Event2026-03-31
Filed2026-05-01
QXO
QXO INC
0.88%
Shares691.2K
Event2026-03-31
Filed2026-05-01
XOM
EXXON MOBIL CORP
-6.46%
Shares76.6K
Event2026-03-31
Filed2026-05-01
HTGC
HERCULES CAPITAL INC
3.38%
Shares856.2K
Event2026-03-31
Filed2026-05-01
AMD
ADVANCED MICRO DEVICES INC
0.32%
Shares61.6K
Event2026-03-31
Filed2026-05-01
SCHW
SCHWAB CHARLES CORP
1.70%
Shares131.3K
Event2026-03-31
Filed2026-05-01
RITM
RITHM CAPITAL CORP
3.07%
Shares1.3M
Event2026-03-31
Filed2026-05-01
PLTR
PALANTIR TECHNOLOGIES INC
0.06%
Shares80.7K
Event2026-03-31
Filed2026-05-01
TSLA
TESLA INC
-0.00%
Shares31.5K
Event2026-03-31
Filed2026-05-01
EMR
EMERSON ELEC CO
-0.34%
Shares87.9K
Event2026-03-31
Filed2026-05-01
LHX
L3HARRIS TECHNOLOGIES INC
-3.09%
Shares32.9K
Event2026-03-31
Filed2026-05-01
DHR
DANAHER CORP DEL
5.32%
Shares57.8K
Event2026-03-31
Filed2026-05-01
ALLE
ALLEGION PLC
-0.06%
Shares74.1K
Event2026-03-31
Filed2026-05-01
QQQM
INVESCO EXCH TRADED FD TR II
3.17%
Shares44.6K
Event2026-03-31
Filed2026-05-01
CEG
CONSTELLATION ENERGY CORP
-0.95%
Shares37.7K
Event2026-03-31
Filed2026-05-01
GIS
GENERAL MILLS INC
12.52%
Shares280.5K
Event2026-03-31
Filed2026-05-01
DIVB
ISHARES TR
-72.36%
Shares190.6K
Event2026-03-31
Filed2026-05-01
ET
ENERGY TRANSFER L P
2.88%
Shares532.2K
Event2026-03-31
Filed2026-05-01
CCB
COASTAL FINL CORP WA
4.25%
Shares130.0K
Event2026-03-31
Filed2026-05-01
GE AEROSPACE
GE AEROSPACE
2.16%
Shares33.3K
Event2026-03-31
Filed2026-05-01
WM
WASTE MGMT INC DEL
26.17%
Shares40.7K
Event2026-03-31
Filed2026-05-01
VGT
VANGUARD WORLD FD
0.13%
Shares13.4K
Event2026-03-31
Filed2026-05-01
GWRE
GUIDEWIRE SOFTWARE INC
9.42%
Shares62.1K
Event2026-03-31
Filed2026-05-01
JLL
JONES LANG LASALLE INC
-1.96%
Shares29.6K
Event2026-03-31
Filed2026-05-01
MPLX
MPLX LP
1.73%
Shares157.0K
Event2026-03-31
Filed2026-05-01
LLY
ELI LILLY & CO
-1.55%
Shares9.5K
Event2026-03-31
Filed2026-05-01
VIRT
VIRTU FINL INC
-14.68%
Shares194.8K
Event2026-03-31
Filed2026-05-01
PJT
PJT PARTNERS INC
7.52%
Shares61.1K
Event2026-03-31
Filed2026-05-01
NVS
NOVARTIS AG
0.38%
Shares55.2K
Event2026-03-31
Filed2026-05-01
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-30.80%
Shares117.8K
Event2026-03-31
Filed2026-05-01
MET
METLIFE INC
-45.71%
Shares116.8K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.51%
Shares13.6K
Event2026-03-31
Filed2026-05-01
PCOR
PROCORE TECHNOLOGIES INC
-11.15%
Shares138.4K
Event2026-03-31
Filed2026-05-01
BSCT
INVESCO EXCH TRD SLF IDX FD
0.97%
Shares415.0K
Event2026-03-31
Filed2026-05-01
WSO
WATSCO INC
0.52%
Shares20.2K
Event2026-03-31
Filed2026-05-01
TKR
TIMKEN CO
6.19%
Shares73.1K
Event2026-03-31
Filed2026-05-01
IWP
ISHARES TR
18.57%
Shares56.9K
Event2026-03-31
Filed2026-05-01
SFY
TIDAL TRUST I
-57.66%
Shares57.8K
Event2026-03-31
Filed2026-05-01
A
AGILENT TECHNOLOGIES INC
-0.67%
Shares61.5K
Event2026-03-31
Filed2026-05-01
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-87.05%
Shares34.8K
Event2026-03-31
Filed2026-05-01
SLB
SLB LIMITED
7.42%
Shares131.2K
Event2026-03-31
Filed2026-05-01
IDXX
IDEXX LABS INC
55.43%
Shares11.9K
Event2026-03-31
Filed2026-05-01
KLAC
KLA CORP
0.43%
Shares4.4K
Event2026-03-31
Filed2026-05-01
EVR
EVERCORE INC
-1.48%
Shares21.6K
Event2026-03-31
Filed2026-05-01
ISCF
ISHARES TR
5.06%
Shares146.0K
Event2026-03-31
Filed2026-05-01
CSTL
CASTLE BIOSCIENCES INC
-0.92%
Shares248.4K
Event2026-03-31
Filed2026-05-01
POOL
POOL CORP
-1.18%
Shares30.0K
Event2026-03-31
Filed2026-05-01
OC
OWENS CORNING NEW
0.92%
Shares55.1K
Event2026-03-31
Filed2026-05-01
MSCI
MSCI INC
-0.31%
Shares10.8K
Event2026-03-31
Filed2026-05-01
VTI
VANGUARD INDEX FDS
4.53%
Shares18.0K
Event2026-03-31
Filed2026-05-01
SCHF
SCHWAB STRATEGIC TR
-1.87%
Shares228.2K
Event2026-03-31
Filed2026-05-01
SFL
SFL CORPORATION LTD
0.28%
Shares521.0K
Event2026-03-31
Filed2026-05-01
ATRC
ATRICURE INC
-0.29%
Shares182.3K
Event2026-03-31
Filed2026-05-01
TW
TRADEWEB MKTS INC
4.36%
Shares44.0K
Event2026-03-31
Filed2026-05-01
PNC
PNC FINL SVCS GROUP INC
2.74%
Shares24.4K
Event2026-03-31
Filed2026-05-01
RELX
RELX PLC
9.76%
Shares152.8K
Event2026-03-31
Filed2026-05-01
VO
VANGUARD INDEX FDS
-3.23%
Shares17.4K
Event2026-03-31
Filed2026-05-01
TOL
TOLL BROTHERS INC
7.85%
Shares36.5K
Event2026-03-31
Filed2026-05-01
GBDC
GOLUB CAP BDC INC
5.41%
Shares390.8K
Event2026-03-31
Filed2026-05-01
OMAB
GRUPO AEROPORTUARIO DEL CENT
7.48%
Shares43.0K
Event2026-03-31
Filed2026-05-01
VRSK
VERISK ANALYTICS INC
303.55%
Shares25.9K
Event2026-03-31
Filed2026-05-01
CORE LABORATORIES INC
CORE LABORATORIES INC
4.44%
Shares288.6K
Event2026-03-31
Filed2026-05-01
NOW
SERVICENOW INC
-10.40%
Shares46.2K
Event2026-03-31
Filed2026-05-01
GXO
GXO LOGISTICS INCORPORATED
28.12%
Shares92.8K
Event2026-03-31
Filed2026-05-01
SPGI
S&P GLOBAL INC
-2.45%
Shares11.2K
Event2026-03-31
Filed2026-05-01
LEN
LENNAR CORP
3.34%
Shares54.7K
Event2026-03-31
Filed2026-05-01
BAC
BANK AMERICA CORP
-1.04%
Shares95.2K
Event2026-03-31
Filed2026-05-01
UNH
UNITEDHEALTH GROUP INC
-16.37%
Shares16.8K
Event2026-03-31
Filed2026-05-01
SHW
SHERWIN WILLIAMS CO
-4.44%
Shares13.9K
Event2026-03-31
Filed2026-05-01
VYM
VANGUARD WHITEHALL FDS
2.65%
Shares29.8K
Event2026-03-31
Filed2026-05-01
ATLANTA BRAVES HLDGS INC
ATLANTA BRAVES HLDGS INC
-0.96%
Shares102.0K
Event2026-03-31
Filed2026-05-01
BA
BOEING CO
0.17%
Shares21.8K
Event2026-03-31
Filed2026-05-01
WMS
ADVANCED DRAIN SYS INC DEL
61.08%
Shares31.3K
Event2026-03-31
Filed2026-05-01
GILD
GILEAD SCIENCES INC
-1.27%
Shares30.3K
Event2026-03-31
Filed2026-05-01
NUE
NUCOR CORP
3.97%
Shares24.5K
Event2026-03-31
Filed2026-05-01
VIG
VANGUARD SPECIALIZED FUNDS
5.77%
Shares19.1K
Event2026-03-31
Filed2026-05-01
FAF
FIRST AMERN FINL CORP
-0.68%
Shares67.7K
Event2026-03-31
Filed2026-05-01
ORLY
OREILLY AUTOMOTIVE INC
-0.57%
Shares44.2K
Event2026-03-31
Filed2026-05-01
GEV
GE VERNOVA INC
-4.73%
Shares4.6K
Event2026-03-31
Filed2026-05-01
DFAC
DIMENSIONAL ETF TRUST
-0.95%
Shares104.2K
Event2026-03-31
Filed2026-05-01
APP
APPLOVIN CORP
-15.41%
Shares10.1K
Event2026-03-31
Filed2026-05-01
PGR
PROGRESSIVE CORP
265.37%
Shares19.9K
Event2026-03-31
Filed2026-05-01
DCI
DONALDSON INC
30.83%
Shares45.4K
Event2026-03-31
Filed2026-05-01
FSV
FIRSTSERVICE CORP NEW
-0.20%
Shares27.3K
Event2026-03-31
Filed2026-05-01
MSGS
MADISON SQUARE GRDN SPRT COR
-2.69%
Shares11.8K
Event2026-03-31
Filed2026-05-01
VOX
VANGUARD WORLD FD
1.02%
Shares19.8K
Event2026-03-31
Filed2026-05-01
VHT
VANGUARD WORLD FD
2.42%
Shares13.0K
Event2026-03-31
Filed2026-05-01
SOLV
SOLVENTUM CORP
-1.84%
Shares53.2K
Event2026-03-31
Filed2026-05-01
VFH
VANGUARD WORLD FD
2.60%
Shares28.6K
Event2026-03-31
Filed2026-05-01
VCR
VANGUARD WORLD FD
1.83%
Shares9.6K
Event2026-03-31
Filed2026-05-01
GSLC
GOLDMAN SACHS ETF TR
3.63%
Shares27.0K
Event2026-03-31
Filed2026-05-01
MAR
MARRIOTT INTL INC NEW
-0.98%
Shares10.3K
Event2026-03-31
Filed2026-05-01
IGV
ISHARES TR
New
Shares40.8K
Event2026-03-31
Filed2026-05-01
TTAN
SERVICETITAN INC
New
Shares50.8K
Event2026-03-31
Filed2026-05-01
BURL
BURLINGTON STORES INC
New
Shares9.9K
Event2026-03-31
Filed2026-05-01
AMAT
APPLIED MATLS INC
-3.99%
Shares9.3K
Event2026-03-31
Filed2026-05-01
APPF
APPFOLIO INC
2.79%
Shares19.8K
Event2026-03-31
Filed2026-05-01
BABA
ALIBABA GROUP HLDG LTD
218.07%
Shares24.9K
Event2026-03-31
Filed2026-05-01
HCA
HCA HEALTHCARE INC
-4.32%
Shares6.5K
Event2026-03-31
Filed2026-05-01
ISRG
INTUITIVE SURGICAL INC
-1.48%
Shares6.6K
Event2026-03-31
Filed2026-05-01
ADP
AUTOMATIC DATA PROCESSING IN
-8.05%
Shares14.8K
Event2026-03-31
Filed2026-05-01
SNPS
SYNOPSYS INC
27.26%
Shares7.6K
Event2026-03-31
Filed2026-05-01
AVTR
AVANTOR INC
2.82%
Shares376.2K
Event2026-03-31
Filed2026-05-01
BRKR
BRUKER CORP
17.71%
Shares81.0K
Event2026-03-31
Filed2026-05-01
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares4
Event2026-03-31
Filed2026-05-01
WTFC
WINTRUST FINL CORP
-1.25%
Shares20.5K
Event2026-03-31
Filed2026-05-01
VIS
VANGUARD WORLD FD
1.45%
Shares9.0K
Event2026-03-31
Filed2026-05-01
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
-16.54%
Shares36.3K
Event2026-03-31
Filed2026-05-01
CIEN
CIENA CORP
39.48%
Shares7.1K
Event2026-03-31
Filed2026-05-01
UBS
UBS GROUP AG
7.69%
Shares70.0K
Event2026-03-31
Filed2026-05-01
ADI
ANALOG DEVICES INC
3.94%
Shares8.4K
Event2026-03-31
Filed2026-05-01
FLIN
FRANKLIN TEMPLETON ETF TR
9.87%
Shares76.1K
Event2026-03-31
Filed2026-05-01
UPS
UNITED PARCEL SVCS INC
-0.12%
Shares24.8K
Event2026-03-31
Filed2026-05-01
MS
MORGAN STANLEY
23.83%
Shares14.8K
Event2026-03-31
Filed2026-05-01
STVN
STEVANATO GROUP S P A
-1.98%
Shares175.9K
Event2026-03-31
Filed2026-05-01
VB
VANGUARD INDEX FDS
-33.19%
Shares8.9K
Event2026-03-31
Filed2026-05-01
IVW
ISHARES TR
4.73%
Shares20.2K
Event2026-03-31
Filed2026-05-01
AZO
AUTOZONE INC
-50.65%
Shares650
Event2026-03-31
Filed2026-05-01
JPST
J P MORGAN EXCHANGE TRADED F
New
Shares42.9K
Event2026-03-31
Filed2026-05-01
LOW
LOWES COS INC
-1.72%
Shares9.1K
Event2026-03-31
Filed2026-05-01
FDLO
FIDELITY COVINGTON TRUST
-7.08%
Shares32.6K
Event2026-03-31
Filed2026-05-01
COF
CAPITAL ONE FINL CORP
7.59%
Shares11.5K
Event2026-03-31
Filed2026-05-01
PH
PARKER-HANNIFIN CORP
3.50%
Shares2.3K
Event2026-03-31
Filed2026-05-01
GLD
SPDR GOLD TR
2.68%
Shares4.8K
Event2026-03-31
Filed2026-05-01
IEFA
ISHARES TR
-1.56%
Shares22.5K
Event2026-03-31
Filed2026-05-01
GS
GOLDMAN SACHS GROUP INC
22.37%
Shares2.4K
Event2026-03-31
Filed2026-05-01
UTZ
UTZ BRANDS INC
-0.35%
Shares247.8K
Event2026-03-31
Filed2026-05-01
USB
US BANCORP
6.21%
Shares36.4K
Event2026-03-31
Filed2026-05-01
LADR
LADDER CAP CORP
2.30%
Shares190.4K
Event2026-03-31
Filed2026-05-01
DIS
DISNEY WALT CO
-4.01%
Shares19.3K
Event2026-03-31
Filed2026-05-01
XLF
SELECT SECTOR SPDR TR
-8.86%
Shares36.7K
Event2026-03-31
Filed2026-05-01
IWF
ISHARES TR
-4.97%
Shares4.1K
Event2026-03-31
Filed2026-05-01
FLUT
FLUTTER ENTMT PLC
21.41%
Shares17.1K
Event2026-03-31
Filed2026-05-01
QUAL
ISHARES TR
9.45%
Shares8.8K
Event2026-03-31
Filed2026-05-01
IWB
ISHARES TR
-4.94%
Shares4.7K
Event2026-03-31
Filed2026-05-01
VDC
VANGUARD WORLD FD
3.75%
Shares7.4K
Event2026-03-31
Filed2026-05-01
ASML
ASML HLDG NV
1.31%
Shares1.2K
Event2026-03-31
Filed2026-05-01
IETC
ISHARES U S ETF TR
11.95%
Shares17.8K
Event2026-03-31
Filed2026-05-01
XLK
SELECT SECTOR SPDR TR
19.49%
Shares11.8K
Event2026-03-31
Filed2026-05-01
IWD
ISHARES TR
8.31%
Shares7.0K
Event2026-03-31
Filed2026-05-01
SCHI
SCHWAB STRATEGIC TR
2.36%
Shares65.7K
Event2026-03-31
Filed2026-05-01
SJNK
SPDR SERIES TRUST
5.53%
Shares57.9K
Event2026-03-31
Filed2026-05-01
IWM
ISHARES TR
2.58%
Shares5.6K
Event2026-03-31
Filed2026-05-01
PFFD
GLOBAL X FDS
6.88%
Shares74.5K
Event2026-03-31
Filed2026-05-01
SAP
SAP SE
6.91%
Shares8.0K
Event2026-03-31
Filed2026-05-01
UNP
UNION PAC CORP
-13.08%
Shares5.3K
Event2026-03-31
Filed2026-05-01
ACWI
ISHARES TR
3.07%
Shares9.2K
Event2026-03-31
Filed2026-05-01
IEMG
ISHARES INC
0.56%
Shares18.2K
Event2026-03-31
Filed2026-05-01
PWR
QUANTA SVCS INC
16.90%
Shares2.3K
Event2026-03-31
Filed2026-05-01
MSI
MOTOROLA SOLUTIONS INC
0.14%
Shares2.8K
Event2026-03-31
Filed2026-05-01
ESGU
ISHARES TR
-0.80%
Shares8.7K
Event2026-03-31
Filed2026-05-01
VV
VANGUARD INDEX FDS
-1.76%
Shares4.1K
Event2026-03-31
Filed2026-05-01
CMCSA
COMCAST CORP NEW
8.67%
Shares41.9K
Event2026-03-31
Filed2026-05-01
APH
AMPHENOL CORP
35.59%
Shares9.5K
Event2026-03-31
Filed2026-05-01
WTW
WILLIS TOWERS WATSON PLC LTD
-5.19%
Shares4.1K
Event2026-03-31
Filed2026-05-01
MU
MICRON TECHNOLOGY INC
-18.75%
Shares3.5K
Event2026-03-31
Filed2026-05-01
NCNO
NCINO INC
0.21%
Shares79.5K
Event2026-03-31
Filed2026-05-01
VDE
VANGUARD WORLD FD
11.17%
Shares6.9K
Event2026-03-31
Filed2026-05-01
HIG
HARTFORD INSURANCE GROUP INC
5.68%
Shares8.6K
Event2026-03-31
Filed2026-05-01
IWR
ISHARES TR
0.13%
Shares12.0K
Event2026-03-31
Filed2026-05-01
ITOT
ISHARES TR
-41.02%
Shares8.1K
Event2026-03-31
Filed2026-05-01
AFL
AFLAC INC
-10.04%
Shares10.2K
Event2026-03-31
Filed2026-05-01
T
AT&T INC
-12.69%
Shares38.4K
Event2026-03-31
Filed2026-05-01
COP
CONOCOPHILLIPS
-29.01%
Shares8.4K
Event2026-03-31
Filed2026-05-01
VLO
VALERO ENERGY CORP
1.19%
Shares4.4K
Event2026-03-31
Filed2026-05-01
WST
WEST PHARMACEUTICAL SVSC INC
-5.26%
Shares4.3K
Event2026-03-31
Filed2026-05-01
GWW
WW GRAINGER INC
25.32%
Shares970
Event2026-03-31
Filed2026-05-01
MMM
3M CO
-2.17%
Shares7.3K
Event2026-03-31
Filed2026-05-01
SPYV
SPDR SERIES TRUST
-12.11%
Shares18.4K
Event2026-03-31
Filed2026-05-01
NOC
NORTHROP GRUMMAN CORP
13.89%
Shares1.5K
Event2026-03-31
Filed2026-05-01
FITB
FIFTH THIRD BANCORP
92.36%
Shares20.2K
Event2026-03-31
Filed2026-05-01
VOT
VANGUARD INDEX FDS
45.94%
Shares3.6K
Event2026-03-31
Filed2026-05-01
FDX
FEDEX CORP
-2.85%
Shares2.6K
Event2026-03-31
Filed2026-05-01
IRM
IRON MTN INC DEL
-3.46%
Shares9.0K
Event2026-03-31
Filed2026-05-01
VXF
VANGUARD INDEX FDS
0.30%
Shares4.4K
Event2026-03-31
Filed2026-05-01
STERIS PLC
STERIS PLC
8.04%
Shares4.0K
Event2026-03-31
Filed2026-05-01
IJR
ISHARES TR
0.26%
Shares7.0K
Event2026-03-31
Filed2026-05-01
ROK
ROCKWELL AUTOMATION INC
11.93%
Shares2.4K
Event2026-03-31
Filed2026-05-01
SLQD
ISHARES TR
51.15%
Shares17.0K
Event2026-03-31
Filed2026-05-01
VRT
VERTIV HOLDINGS CO
2.68%
Shares3.4K
Event2026-03-31
Filed2026-05-01
AEP
AMERICAN ELEC PWR CO INC
18.91%
Shares6.5K
Event2026-03-31
Filed2026-05-01
VPU
VANGUARD WORLD FD
10.24%
Shares4.3K
Event2026-03-31
Filed2026-05-01
CENCORA INC
CENCORA INC
-6.13%
Shares2.7K
Event2026-03-31
Filed2026-05-01
VAW
VANGUARD WORLD FD
10.68%
Shares3.7K
Event2026-03-31
Filed2026-05-01
BK
BANK NEW YORK MELLON CORP
-4.76%
Shares7.0K
Event2026-03-31
Filed2026-05-01
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares4.2K
Event2026-03-31
Filed2026-05-01
IVE
ISHARES TR
-23.99%
Shares3.8K
Event2026-03-31
Filed2026-05-01
CTAS
CINTAS CORP
12.74%
Shares4.7K
Event2026-03-31
Filed2026-05-01
GEHC
GE HEALTHCARE TECHNOLOGIES I
-3.26%
Shares11.0K
Event2026-03-31
Filed2026-05-01
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-7.08%
Shares2.3K
Event2026-03-31
Filed2026-05-01
MPC
MARATHON PETE CORP
-1.05%
Shares3.2K
Event2026-03-31
Filed2026-05-01
INTC
INTEL CORP
34.14%
Shares17.3K
Event2026-03-31
Filed2026-05-01
VST
VISTRA CORP
-5.96%
Shares5.1K
Event2026-03-31
Filed2026-05-01
HWM
HOWMET AEROSPACE INC
41.57%
Shares3.3K
Event2026-03-31
Filed2026-05-01
SPG
SIMON PPTY GROUP INC NEW
-92.79%
Shares4.0K
Event2026-03-31
Filed2026-05-01
ITW
ILLINOIS TOOL WKS INC
-2.58%
Shares2.9K
Event2026-03-31
Filed2026-05-01
FLOT
ISHARES TR
66.37%
Shares14.4K
Event2026-03-31
Filed2026-05-01
SLG
SL GREEN RLTY CORP
-1.21%
Shares19.8K
Event2026-03-31
Filed2026-05-01
MDLZ
MONDELEZ INTL INC
-10.14%
Shares12.6K
Event2026-03-31
Filed2026-05-01
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
19.09%
Shares6.2K
Event2026-03-31
Filed2026-05-01
USMV
ISHARES TR
-7.46%
Shares7.7K
Event2026-03-31
Filed2026-05-01
EPD
ENTERPRISE PRODS PARTNERS L
26.85%
Shares18.8K
Event2026-03-31
Filed2026-05-01
VNQ
VANGUARD INDEX FDS
8.01%
Shares7.7K
Event2026-03-31
Filed2026-05-01
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-5.90%
Shares5.5K
Event2026-03-31
Filed2026-05-01
VEEV
VEEVA SYS INC
-1.18%
Shares3.9K
Event2026-03-31
Filed2026-05-01
WPM
WHEATON PRECIOUS METALS CORP
0.04%
Shares5.2K
Event2026-03-31
Filed2026-05-01
TSCO
TRACTOR SUPPLY CO
4.89%
Shares14.7K
Event2026-03-31
Filed2026-05-01
GLDM
WORLD GOLD TR
0.00%
Shares7.2K
Event2026-03-31
Filed2026-05-01
EQIX
EQUINIX INC
17.05%
Shares666
Event2026-03-31
Filed2026-05-01
CTVA
CORTEVA INC
1.44%
Shares7.7K
Event2026-03-31
Filed2026-05-01
ETR
ENTERGY CORP NEW
-1.65%
Shares5.6K
Event2026-03-31
Filed2026-05-01
OGS
ONE GAS INC
0.03%
Shares7.3K
Event2026-03-31
Filed2026-05-01
PEG
PUBLIC SVC ENTERPRISE GROUP
-7.18%
Shares7.7K
Event2026-03-31
Filed2026-05-01
INTU
INTUIT
-14.81%
Shares1.4K
Event2026-03-31
Filed2026-05-01
FGD
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares18.7K
Event2026-03-31
Filed2026-05-01
FTEC
FIDELITY COVINGTON TRUST
12.52%
Shares2.9K
Event2026-03-31
Filed2026-05-01
MCHP
MICROCHIP TECHNOLOGY INC.
-12.19%
Shares9.1K
Event2026-03-31
Filed2026-05-01
BKNG
BOOKING HOLDINGS INC
11.29%
Shares138
Event2026-03-31
Filed2026-05-01
FCX
FREEPORT MCMORAN INC
4.05%
Shares9.7K
Event2026-03-31
Filed2026-05-01
SMH
VANECK ETF TRUST
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-01
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-27.79%
Shares5.7K
Event2026-03-31
Filed2026-05-01
TRV
TRAVELERS COMPANIES INC
8.21%
Shares1.9K
Event2026-03-31
Filed2026-05-01
BBUS
J P MORGAN EXCHANGE TRADED F
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-01
ADBE
ADOBE INC
-50.74%
Shares2.3K
Event2026-03-31
Filed2026-05-01
VXUS
VANGUARD STAR FDS
-14.35%
Shares7.2K
Event2026-03-31
Filed2026-05-01
CDNS
CADENCE DESIGN SYSTEM INC
2.59%
Shares2.0K
Event2026-03-31
Filed2026-05-01
UNM
UNUM GROUP
4.85%
Shares7.5K
Event2026-03-31
Filed2026-05-01
MDY
STATE STR SPDR S&P MIDCAP 40
-1.11%
Shares887
Event2026-03-31
Filed2026-05-01
IWS
ISHARES TR
21.38%
Shares3.7K
Event2026-03-31
Filed2026-05-01
MNST
MONSTER BEVERAGE CORP NEW
0.96%
Shares7.5K
Event2026-03-31
Filed2026-05-01
XLV
SELECT SECTOR SPDR TR
19.72%
Shares3.7K
Event2026-03-31
Filed2026-05-01
TRGP
TARGA RES CORP
-9.32%
Shares2.1K
Event2026-03-31
Filed2026-05-01
VOE
VANGUARD INDEX FDS
24.39%
Shares2.9K
Event2026-03-31
Filed2026-05-01
FV
FIRST TR EXCHANGE TRADED FD
-4.35%
Shares8.8K
Event2026-03-31
Filed2026-05-01
KR
KROGER CO
-0.50%
Shares7.2K
Event2026-03-31
Filed2026-05-01
MMC
MARSH & MCLENNAN COS INC
8.59%
Shares3.0K
Event2026-03-31
Filed2026-05-01
MDYG
SPDR SERIES TRUST
-23.34%
Shares5.4K
Event2026-03-31
Filed2026-05-01
DFAX
DIMENSIONAL ETF TRUST
-0.82%
Shares15.2K
Event2026-03-31
Filed2026-05-01
CMI
CUMMINS INC
6.67%
Shares959
Event2026-03-31
Filed2026-05-01
CRWD
CROWDSTRIKE HLDGS INC
2.80%
Shares1.3K
Event2026-03-31
Filed2026-05-01
VRTX
VERTEX PHARMACEUTICALS INC
-31.11%
Shares1.1K
Event2026-03-31
Filed2026-05-01
BKR
BAKER HUGHES COMPANY
New
Shares8.3K
Event2026-03-31
Filed2026-05-01
JCI
JOHNSON CONTROLS INTERNATION
4.74%
Shares3.9K
Event2026-03-31
Filed2026-05-01
IUSG
ISHARES TR
-11.33%
Shares3.2K
Event2026-03-31
Filed2026-05-01
UTHR
UNITED THERAPEUTICS CORP DEL
-0.12%
Shares844
Event2026-03-31
Filed2026-05-01
ESGD
ISHARES TR
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-01
CHD
CHURCH & DWIGHT CO INC
-0.30%
Shares5.3K
Event2026-03-31
Filed2026-05-01
CBRE
CBRE GROUP INC
52.09%
Shares3.7K
Event2026-03-31
Filed2026-05-01
CAH
CARDINAL HEALTH INC
18.62%
Shares2.3K
Event2026-03-31
Filed2026-05-01
SPYM
SPDR SERIES TRUST
-2.69%
Shares6.4K
Event2026-03-31
Filed2026-05-01
VOOG
VANGUARD ADMIRAL FDS INC
-3.55%
Shares1.2K
Event2026-03-31
Filed2026-05-01
CFG
CITIZENS FINL GROUP INC
-2.26%
Shares8.1K
Event2026-03-31
Filed2026-05-01
CSX
CSX CORP
6.17%
Shares11.8K
Event2026-03-31
Filed2026-05-01
PSA
PUBLIC STORAGE OPER CO
3.42%
Shares1.8K
Event2026-03-31
Filed2026-05-01
EFV
ISHARES TR
42.02%
Shares6.5K
Event2026-03-31
Filed2026-05-01
SNA
SNAP ON INC
6.87%
Shares1.3K
Event2026-03-31
Filed2026-05-01
CGDV
CAPITAL GROUP DIVIDEND VALUE
21.69%
Shares11.3K
Event2026-03-31
Filed2026-05-01
NSC
NORFOLK SOUTHN CORP
-5.06%
Shares1.7K
Event2026-03-31
Filed2026-05-01
WRB
BERKLEY W R CORP
-0.61%
Shares7.2K
Event2026-03-31
Filed2026-05-01
F
FORD MTR CO
8.57%
Shares41.3K
Event2026-03-31
Filed2026-05-01
BDYN
BLACKROCK ETF TRUST
New
Shares19.4K
Event2026-03-31
Filed2026-05-01
DYNF
BLACKROCK ETF TRUST
72.16%
Shares8.1K
Event2026-03-31
Filed2026-05-01
MZTI
MARZETTI COMPANY
-5.61%
Shares3.4K
Event2026-03-31
Filed2026-05-01
D
DOMINION ENERGY INC
31.46%
Shares7.5K
Event2026-03-31
Filed2026-05-01
GLW
CORNING INC
35.33%
Shares3.4K
Event2026-03-31
Filed2026-05-01
IYW
ISHARES TR
-3.68%
Shares2.5K
Event2026-03-31
Filed2026-05-01
BN
BROOKFIELD CORP
-0.27%
Shares11.1K
Event2026-03-31
Filed2026-05-01
FLEX
FLEXTRONICS INTL LTD
0.00%
Shares6.9K
Event2026-03-31
Filed2026-05-01
PODD
INSULET CORP
-0.70%
Shares2.1K
Event2026-03-31
Filed2026-05-01
EFX
EQUIFAX INC
-11.59%
Shares2.4K
Event2026-03-31
Filed2026-05-01
SCHX
SCHWAB STRATEGIC TR
8.10%
Shares17.0K
Event2026-03-31
Filed2026-05-01
UBER
UBER TECHNOLOGIES INC
-6.93%
Shares6.0K
Event2026-03-31
Filed2026-05-01
ES
EVERSOURCE ENERGY
11.72%
Shares6.2K
Event2026-03-31
Filed2026-05-01
BALL
BALL CORP
0.35%
Shares7.2K
Event2026-03-31
Filed2026-05-01
KEYS
KEYSIGHT TECHNOLOGIES INC
-30.75%
Shares1.5K
Event2026-03-31
Filed2026-05-01
IDCC
INTERDIGITAL INC
-5.13%
Shares1.4K
Event2026-03-31
Filed2026-05-01
XLE
SELECT SECTOR SPDR TR
-58.45%
Shares6.8K
Event2026-03-31
Filed2026-05-01
SPDW
SPDR INDEX SHS FDS
-2.88%
Shares9.1K
Event2026-03-31
Filed2026-05-01
ISHARES GOLD TR
ISHARES GOLD TR
-16.15%
Shares4.7K
Event2026-03-31
Filed2026-05-01
ALL
ALLSTATE CORP
2.42%
Shares2.0K
Event2026-03-31
Filed2026-05-01
NDAQ
NASDAQ INC
-4.59%
Shares4.8K
Event2026-03-31
Filed2026-05-01
SHEL
SHELL PLC
-6.32%
Shares4.4K
Event2026-03-31
Filed2026-05-01
MGK
VANGUARD WORLD FD
15.40%
Shares1.1K
Event2026-03-31
Filed2026-05-01
TLH
ISHARES TR
-5.02%
Shares4.0K
Event2026-03-31
Filed2026-05-01
NXPI
NXP SEMICONDUCTORS N V
-15.53%
Shares2.0K
Event2026-03-31
Filed2026-05-01
VWO
VANGUARD INTL EQUITY INDEX F
12.45%
Shares7.4K
Event2026-03-31
Filed2026-05-01
GDDY
GODADDY INC
-26.66%
Shares4.8K
Event2026-03-31
Filed2026-05-01
AWK
AMERICAN WTR WKS CO INC NEW
-6.07%
Shares2.9K
Event2026-03-31
Filed2026-05-01
CBSH
COMMERCE BANCSHARES INC
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-01
AMP
AMERIPRISE FINL INC
4.37%
Shares884
Event2026-03-31
Filed2026-05-01
THE CIGNA GROUP
THE CIGNA GROUP
2.08%
Shares1.5K
Event2026-03-31
Filed2026-05-01
DLR
DIGITAL RLTY TR INC
1.21%
Shares2.2K
Event2026-03-31
Filed2026-05-01
CW
CURTISS WRIGHT CORP
0.00%
Shares569
Event2026-03-31
Filed2026-05-01
PPA
INVESCO EXCHANGE TRADED FD T
-14.50%
Shares2.3K
Event2026-03-31
Filed2026-05-01
FNDX
SCHWAB STRATEGIC TR
0.00%
Shares13.7K
Event2026-03-31
Filed2026-05-01
EME
EMCOR GROUP INC
14.00%
Shares513
Event2026-03-31
Filed2026-05-01
PAYX
PAYCHEX INC
2.15%
Shares4.1K
Event2026-03-31
Filed2026-05-01
AGYS
AGILYSYS INC
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-01
DIA
STATE STR SPDR DOW JONES IND
0.12%
Shares806
Event2026-03-31
Filed2026-05-01
MKL
MARKEL GROUP INC
24.20%
Shares195
Event2026-03-31
Filed2026-05-01
BSX
BOSTON SCIENTIFIC CORP
-8.31%
Shares5.9K
Event2026-03-31
Filed2026-05-01
FE
FIRSTENERGY CORP
24.76%
Shares7.3K
Event2026-03-31
Filed2026-05-01
CACI
CACI INTL INC
-4.21%
Shares682
Event2026-03-31
Filed2026-05-01
EXC
EXELON CORP
-98.48%
Shares7.6K
Event2026-03-31
Filed2026-05-01
MOAT
VANECK ETF TRUST
-6.52%
Shares3.8K
Event2026-03-31
Filed2026-05-01
ACGL
ARCH CAP GROUP LTD
18.15%
Shares3.8K
Event2026-03-31
Filed2026-05-01
ICE
INTERCONTINENTAL EXCHANGE IN
-5.75%
Shares2.3K
Event2026-03-31
Filed2026-05-01
FAST
FASTENAL CO
46.08%
Shares7.9K
Event2026-03-31
Filed2026-05-01
LH
LABCORP HOLDINGS INC
-5.78%
Shares1.4K
Event2026-03-31
Filed2026-05-01
NTAP
NETAPP INC
-10.05%
Shares3.5K
Event2026-03-31
Filed2026-05-01
AOK
ISHARES TR
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-01
COPY
RBB FUND TRUST
New
Shares25.4K
Event2026-03-31
Filed2026-05-01
VLTO
VERALTO CORP
-10.58%
Shares3.9K
Event2026-03-31
Filed2026-05-01
TDG
TRANSDIGM GROUP INC
-1.01%
Shares293
Event2026-03-31
Filed2026-05-01
PHM
PULTE GROUP INC
-12.07%
Shares2.9K
Event2026-03-31
Filed2026-05-01
OZK
BANK OZK LITTLE ROCK ARK
-0.20%
Shares7.3K
Event2026-03-31
Filed2026-05-01
WELL
WELLTOWER INC
4.10%
Shares1.7K
Event2026-03-31
Filed2026-05-01
RDVY
FIRST TR EXCHANGE TRADED FD
-10.46%
Shares4.9K
Event2026-03-31
Filed2026-05-01
SCHB
SCHWAB STRATEGIC TR
-1.02%
Shares13.1K
Event2026-03-31
Filed2026-05-01
FTNT
FORTINET INC
58.46%
Shares4.0K
Event2026-03-31
Filed2026-05-01
PCAR
PACCAR INC
9.80%
Shares2.8K
Event2026-03-31
Filed2026-05-01
ENB
ENBRIDGE INC
37.88%
Shares6.0K
Event2026-03-31
Filed2026-05-01
COHERENT CORP
COHERENT CORP
7.89%
Shares1.4K
Event2026-03-31
Filed2026-05-01
BDX
BECTON DICKINSON & CO
25.26%
Shares2.0K
Event2026-03-31
Filed2026-05-01
SPMD
SPDR SERIES TRUST
-6.84%
Shares5.4K
Event2026-03-31
Filed2026-05-01
CARR
CARRIER GLOBAL CORPORATION
-26.05%
Shares5.7K
Event2026-03-31
Filed2026-05-01
IXUS
ISHARES TR
-6.05%
Shares3.7K
Event2026-03-31
Filed2026-05-01
AMCOR PLC
AMCOR PLC
New
Shares8.0K
Event2026-03-31
Filed2026-05-01
DFUV
DIMENSIONAL ETF TRUST
-2.82%
Shares6.6K
Event2026-03-31
Filed2026-05-01
FLR
FLUOR CORP
New
Shares6.7K
Event2026-03-31
Filed2026-05-01
LOB
LIVE OAK BANCSHARES INC
-20.96%
Shares9.3K
Event2026-03-31
Filed2026-05-01
IGM
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-01
EFA
ISHARES TR
2.19%
Shares3.1K
Event2026-03-31
Filed2026-05-01
OMC
OMNICOM GROUP INC
3.60%
Shares4.0K
Event2026-03-31
Filed2026-05-01
JBL
JABIL INC
-7.41%
Shares1.1K
Event2026-03-31
Filed2026-05-01
ICSH
ISHARES TR
-55.10%
Shares5.8K
Event2026-03-31
Filed2026-05-01
AMT
AMERICAN TOWER CORP
-8.87%
Shares1.7K
Event2026-03-31
Filed2026-05-01
MCO
MOODYS CORP
-5.49%
Shares672
Event2026-03-31
Filed2026-05-01
BDVL
BLACKROCK ETF TRUST
New
Shares11.8K
Event2026-03-31
Filed2026-05-01
TDY
TELEDYNE TECHNOLOGIES INC
-15.17%
Shares481
Event2026-03-31
Filed2026-05-01
DAR
DARLING INGREDIENTS INC
New
Shares4.7K
Event2026-03-31
Filed2026-05-01
WTRG
ESSENTIAL UTILS INC
5.50%
Shares7.2K
Event2026-03-31
Filed2026-05-01
DVY
ISHARES TR
-2.11%
Shares1.9K
Event2026-03-31
Filed2026-05-01
EXPD
EXPEDITORS INTL WASH INC
8.87%
Shares2.0K
Event2026-03-31
Filed2026-05-01
KKR & CO INC
KKR & CO INC
-17.79%
Shares3.0K
Event2026-03-31
Filed2026-05-01
MAS
MASCO CORP
21.38%
Shares4.7K
Event2026-03-31
Filed2026-05-01
ATO
ATMOS ENERGY CORP
22.55%
Shares1.5K
Event2026-03-31
Filed2026-05-01
LECO
LINCOLN ELEC HLDGS INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-01
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
-5.46%
Shares2.9K
Event2026-03-31
Filed2026-05-01
PRU
PRUDENTIAL FINL INC
28.07%
Shares2.7K
Event2026-03-31
Filed2026-05-01
SHOP
SHOPIFY INC
-8.75%
Shares2.2K
Event2026-03-31
Filed2026-05-01
IJJ
ISHARES TR
10.07%
Shares2.0K
Event2026-03-31
Filed2026-05-01
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-92.01%
Shares1.3K
Event2026-03-31
Filed2026-05-01

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available