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The Analysis of AMG National Trust Bank's Holdings & P&L

Currently, AMG National Trust Bank holds 472 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in SPY (+50.3K shares, valued at $32.7M), PNC (+125.7K shares, valued at $26.2M), IVV (+34.4K shares, valued at $22.5M); decreased their positions in SIVR (-224.7K shares, valued at $16.1M), SLV (-45.3K shares, valued at $3.1M), KTB (-30.8K shares, valued at $2.2M); initiated new positions in N/A (+23.9K shares, valued at $4.7M), SJM (+39.8K shares, valued at $3.8M), BDX (+18.6K shares, valued at $2.9M).

1M P&L

-75.7M-1.66%

3M P&L

-250.1M-5.27%

HY P&L

-19.2M-0.43%

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/A3.0B

72.3%

2Home Improvement Retail137.4M

3.3%

3Consumer Electronics100.6M

2.4%

Top Industries by Stock Count

1N/A152 stocks

35.3%

2Banks - Regional14 stocks

3.2%

3Drug Manufacturers - General9 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T638.0K shares8.55%2026-03-312026-05-04

IWR ISHARES TR3.9M shares2.03%2026-03-312026-05-04

IWM ISHARES TR860.5K shares4.60%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS341.3K shares7.85%2026-03-312026-05-04

IXUS ISHARES TR1.7M shares6.87%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS1.6M shares10.45%2026-03-312026-05-04

IVV ISHARES TR164.3K shares26.46%2026-03-312026-05-04

LOW LOWES COS INC439.6K shares2.63%2026-03-312026-05-04

Sponsored

AAPL APPLE INC396.5K shares19.49%2026-03-312026-05-04

VTI VANGUARD INDEX FDS290.4K shares5.21%2026-03-312026-05-04

IWB ISHARES TR260.1K shares8.45%2026-03-312026-05-04

IEFA ISHARES TR956.1K shares10.11%2026-03-312026-05-04

EFA ISHARES TR757.6K shares7.80%2026-03-312026-05-04

VXUS VANGUARD STAR FDS940.0K shares10.93%2026-03-312026-05-04

BALL BALL CORP1.2M shares0.70%2026-03-312026-05-04

ICVT ISHARES TR565.1K shares7.42%2026-03-312026-05-04

Sponsored

VO VANGUARD INDEX FDS199.6K shares16.04%2026-03-312026-05-04

IWF ISHARES TR130.5K shares2.51%2026-03-312026-05-04

VTWO VANGUARD SCOTTSDALE FDS537.5K shares28.74%2026-03-312026-05-04

GNR SPDR INDEX SHS FDS716.0K shares8.26%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR88.5K shares3.32%2026-03-312026-05-04

ACWX ISHARES TR696.6K shares0.07%2026-03-312026-05-04

DVY ISHARES TR313.9K shares2.89%2026-03-312026-05-04

IWS ISHARES TR315.4K shares-1.25%2026-03-312026-05-04

Sponsored

IWN ISHARES TR237.8K shares-2.43%2026-03-312026-05-04

VB VANGUARD INDEX FDS167.7K shares13.65%2026-03-312026-05-04

IWP ISHARES TR337.5K shares4.72%2026-03-312026-05-04

GLD SPDR GOLD TR97.9K shares-1.52%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS170.9K shares11.59%2026-03-312026-05-04

HD HOME DEPOT INC102.0K shares4.14%2026-03-312026-05-04

MSFT MICROSOFT CORP82.3K shares15.69%2026-03-312026-05-04

IWD ISHARES TR130.7K shares3.48%2026-03-312026-05-04

Sponsored

SIVR ABRDN SILVER ETF TRUST388.9K shares-36.63%2026-03-312026-05-04

AMZN AMAZON COM INC133.3K shares4.85%2026-03-312026-05-04

PNC PNC FINL SVCS GROUP INC131.9K shares2047.18%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR302.6K shares1.97%2026-03-312026-05-04

SLV ISHARES SILVER TR352.3K shares-11.40%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR177.5K shares48.08%2026-03-312026-05-04

ALPHABET INC ALPHABET INC81.0K shares17.60%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO78.3K shares16.59%2026-03-312026-05-04

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL32 shares-3.03%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND45.2K shares2.45%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON84.8K shares19.10%2026-03-312026-05-04

ICF ISHARES TR333.7K shares1.40%2026-03-312026-05-04

ALPHABET INC ALPHABET INC68.5K shares9.69%2026-03-312026-05-04

MUB ISHARES TR176.7K shares32.69%2026-03-312026-05-04

NVDA NVIDIA CORPORATION103.2K shares5.51%2026-03-312026-05-04

VFC V F CORP983.7K shares-0.14%2026-03-312026-05-04

Sponsored

XOM EXXON MOBIL CORP98.1K shares17.39%2026-03-312026-05-04

IWO ISHARES TR52.5K shares-0.14%2026-03-312026-05-04

CVX CHEVRON CORPORATION75.8K shares3.98%2026-03-312026-05-04

IJH ISHARES TR225.8K shares25.50%2026-03-312026-05-04

IEMG ISHARES INC217.5K shares25.87%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F199.5K shares8.49%2026-03-312026-05-04

RTX RTX CORPORATION76.7K shares8.79%2026-03-312026-05-04

TAP MOLSON COORS BEVERAGE CO325.5K shares3.47%2026-03-312026-05-04

Sponsored

KO COCA COLA CO181.7K shares39.72%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL27.2K shares29.13%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC38.0K shares34.67%2026-03-312026-05-04

SHV ISHARES TR116.0K shares25.56%2026-03-312026-05-04

TJX TJX COS INC NEW78.8K shares39.56%2026-03-312026-05-04

PFG PRINCIPAL FINANCIAL GROUP IN138.1K shares2.12%2026-03-312026-05-04

CWB SPDR SERIES TRUST133.9K shares5.81%2026-03-312026-05-04

VCLT VANGUARD SCOTTSDALE FDS154.4K shares-7.88%2026-03-312026-05-04

Sponsored

IEF ISHARES TR119.4K shares80.12%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS76.4K shares3.52%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC93.1K shares2.88%2026-03-312026-05-04

IEI ISHARES TR92.7K shares90.61%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS216.1K shares-8.71%2026-03-312026-05-04

LLY ELI LILLY & CO11.6K shares0.97%2026-03-312026-05-04

WMT WALMART INC85.1K shares22.09%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR211.0K shares36.67%2026-03-312026-05-04

Sponsored

AXP AMERICAN EXPRESS CO32.6K shares28.25%2026-03-312026-05-04

ESGV VANGUARD WORLD FD87.3K shares6.31%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC83.3K shares-1.99%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP100.2K shares4.33%2026-03-312026-05-04

KTB KONTOOR BRANDS INC131.9K shares-18.92%2026-03-312026-05-04

PFF ISHARES TR299.0K shares-0.17%2026-03-312026-05-04

GILD GILEAD SCIENCES INC65.0K shares2.47%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC173.8K shares3.35%2026-03-312026-05-04

Sponsored

MDY STATE STR SPDR S&P MIDCAP 4013.8K shares63.40%2026-03-312026-05-04

PG PROCTER & GAMBLE CO58.4K shares17.09%2026-03-312026-05-04

GPK GRAPHIC PACKAGING HLDG CO843.0K shares0.00%2026-03-312026-05-04

CVS CVS HEALTH CORP115.5K shares6.04%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS171.6K shares-3.85%2026-03-312026-05-04

TXN TEXAS INSTRS INC42.4K shares86.31%2026-03-312026-05-04

EZU ISHARES INC130.4K shares-0.61%2026-03-312026-05-04

VTWV VANGUARD SCOTTSDALE FDS48.7K shares9.04%2026-03-312026-05-04

Sponsored

GVI ISHARES TR73.1K shares11.48%2026-03-312026-05-04

META META PLATFORMS INC13.5K shares10.85%2026-03-312026-05-04

VTWG VANGUARD SCOTTSDALE FDS33.7K shares71.68%2026-03-312026-05-04

HRL HORMEL FOODS CORP337.9K shares-4.15%2026-03-312026-05-04

CE CELANESE CORP DEL114.9K shares1.63%2026-03-312026-05-04

ORCL ORACLE CORP51.2K shares28.78%2026-03-312026-05-04

ECL ECOLAB INC27.5K shares-2.54%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS64.2K shares23.70%2026-03-312026-05-04

Sponsored

IYE ISHARES TR107.4K shares1.56%2026-03-312026-05-04

PEP PEPSICO INC43.7K shares21.10%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC19.1K shares-10.86%2026-03-312026-05-04

BROADCOM INC BROADCOM INC21.2K shares9.10%2026-03-312026-05-04

NEE NEXTERA ENERGY INC70.5K shares16.87%2026-03-312026-05-04

MSCI MSCI INC11.9K shares1.13%2026-03-312026-05-04

CSX CSX CORP155.7K shares13.61%2026-03-312026-05-04

XLI SELECT SECTOR SPDR TR38.0K shares39.89%2026-03-312026-05-04

Sponsored

EW EDWARDS LIFESCIENCES CORP76.4K shares1.19%2026-03-312026-05-04

ABBV ABBVIE INC28.0K shares20.24%2026-03-312026-05-04

SYK STRYKER CORPORATION18.4K shares18.89%2026-03-312026-05-04

EEM ISHARES TR105.7K shares16.29%2026-03-312026-05-04

LYB LYONDELLBASELL INDUSTRIES NV74.3K shares-1.06%2026-03-312026-05-04

GLDM WORLD GOLD TR64.1K shares7.38%2026-03-312026-05-04

CAT CATERPILLAR INC8.4K shares24.55%2026-03-312026-05-04

SLB SLB LIMITED114.8K shares1.20%2026-03-312026-05-04

Sponsored

XYL XYLEM INC46.8K shares-0.05%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR210.0K shares15.26%2026-03-312026-05-04

USB US BANCORP104.3K shares2.82%2026-03-312026-05-04

INTU INTUIT12.2K shares956.53%2026-03-312026-05-04

VONV VANGUARD SCOTTSDALE FDS54.4K shares18.47%2026-03-312026-05-04

SUB ISHARES TR47.8K shares23.04%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS20.8K shares19.69%2026-03-312026-05-04

GLW CORNING INC37.0K shares-2.12%2026-03-312026-05-04

Sponsored

CSCO CISCO SYS INC63.9K shares15.76%2026-03-312026-05-04

HON HONEYWELL INTL INC21.8K shares-1.76%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR33.3K shares47.24%2026-03-312026-05-04

DHR DANAHER CORP DEL25.7K shares37.75%2026-03-312026-05-04

V VISA INC15.7K shares5.45%2026-03-312026-05-04

VSGX VANGUARD WORLD FD66.0K shares13.46%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC23.9K sharesnew addition2026-03-312026-05-04

PPG PPG INDS INC44.0K shares22.82%2026-03-312026-05-04

Sponsored

COST COSTCO WHOLESALE CORPORATION4.7K shares3.09%2026-03-312026-05-04

ABT ABBOTT LABORATORIES45.4K shares37.13%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR42.1K shares33.85%2026-03-312026-05-04

AMGN AMGEN INC13.0K shares37.04%2026-03-312026-05-04

IEUR ISHARES TR64.4K shares12.54%2026-03-312026-05-04

CMCSA COMCAST CORP NEW157.3K shares-4.81%2026-03-312026-05-04

IJR ISHARES TR36.1K shares19.08%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR139.6K shares0.49%2026-03-312026-05-04

Sponsored

HSY HERSHEY CO20.5K shares1.16%2026-03-312026-05-04

TT TRANE TECHNOLOGIES PLC10.2K shares2.20%2026-03-312026-05-04

BAX BAXTER INTL INC250.1K shares44.22%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS5.4K shares-2.91%2026-03-312026-05-04

EFG ISHARES TR36.9K shares134.35%2026-03-312026-05-04

T AT&T INC141.3K shares-4.03%2026-03-312026-05-04

FDX FEDEX CORP11.3K shares0.24%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR87.0K shares34.18%2026-03-312026-05-04

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW29.8K shares35.89%2026-03-312026-05-04

HDV ISHARES TR28.8K shares37.44%2026-03-312026-05-04

BABA ALIBABA GROUP HLDG LTD31.1K shares2.08%2026-03-312026-05-04

PUK PRUDENTIAL PLC136.7K shares-0.02%2026-03-312026-05-04

MPC MARATHON PETE CORP15.9K shares1.23%2026-03-312026-05-04

SJM SMUCKER J M CO39.8K sharesnew addition2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR46.2K shares44.18%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC13.9K shares-2.87%2026-03-312026-05-04

Sponsored

NVS NOVARTIS AG24.1K shares5.14%2026-03-312026-05-04

EFV ISHARES TR48.7K shares-5.36%2026-03-312026-05-04

OEF ISHARES TR11.3K shares48.06%2026-03-312026-05-04

DG DOLLAR GEN CORP30.3K shares4.82%2026-03-312026-05-04

BUNGE GLOBAL SA BUNGE GLOBAL SA27.6K shares0.21%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS54.5K shares23.24%2026-03-312026-05-04

ZBH ZIMMER BIOMET HOLDINGS INC38.1K shares-5.80%2026-03-312026-05-04

LQD ISHARES TR31.4K shares6.16%2026-03-312026-05-04

Sponsored

AGG ISHARES TR33.5K shares14.57%2026-03-312026-05-04

XLB SELECT SECTOR SPDR TR65.9K shares51.39%2026-03-312026-05-04

DINO HF SINCLAIR CORP52.4K shares-2.42%2026-03-312026-05-04

TIP ISHARES TR29.5K shares8.01%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II13.6K shares85.97%2026-03-312026-05-04

SHG SHINHAN FINANCIAL GROUP CO L52.4K shares0.02%2026-03-312026-05-04

RY ROYAL BK CDA19.7K shares20.45%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F57.9K shares66.78%2026-03-312026-05-04

Sponsored

AFL AFLAC INC28.4K shares11.39%2026-03-312026-05-04

IVW ISHARES TR27.3K shares24.14%2026-03-312026-05-04

IGIB ISHARES TR57.8K shares10.08%2026-03-312026-05-04

MCK MCKESSON CORP3.6K shares0.59%2026-03-312026-05-04

MS MORGAN STANLEY18.6K shares16.66%2026-03-312026-05-04

VVV VALVOLINE INC90.0K shares-1.45%2026-03-312026-05-04

MCD MCDONALDS CORP9.7K shares11.95%2026-03-312026-05-04

HII HUNTINGTON INGALLS INDS INC8.0K shares-4.17%2026-03-312026-05-04

Sponsored

BKH BLACK HILLS CORP43.4K shares-1.13%2026-03-312026-05-04

BA BOEING CO15.0K shares16.01%2026-03-312026-05-04

WTW WILLIS TOWERS WATSON PLC LTD10.1K shares10.38%2026-03-312026-05-04

VBR VANGUARD INDEX FDS13.5K shares2.53%2026-03-312026-05-04

WBD WARNER BROS DISCOVERY INC106.3K shares-0.24%2026-03-312026-05-04

BDX BECTON DICKINSON & CO18.6K sharesnew addition2026-03-312026-05-04

BAC BANK AMERICA CORP59.0K shares29.08%2026-03-312026-05-04

AEP AMERICAN ELEC PWR CO INC21.8K shares-2.11%2026-03-312026-05-04

Sponsored

MA MASTERCARD INCORPORATED5.7K shares0.92%2026-03-312026-05-04

BWA BORGWARNER INC51.6K shares-2.41%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE9.8K shares5.08%2026-03-312026-05-04

TSLA TESLA INC7.5K shares17.72%2026-03-312026-05-04

VV VANGUARD INDEX FDS9.3K shares3.36%2026-03-312026-05-04

SNY SANOFI SA56.4K sharesnew addition2026-03-312026-05-04

DIS DISNEY WALT CO28.1K shares30.98%2026-03-312026-05-04

WLK WESTLAKE CORPORATION23.0K shares-1.24%2026-03-312026-05-04

Sponsored

XLE SELECT SECTOR SPDR TR43.1K shares48.35%2026-03-312026-05-04

BTI BRITISH AMERN TOB PLC45.1K shares4.70%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN12.8K shares15.05%2026-03-312026-05-04

TILT FLEXSHARES TR10.7K shares0.00%2026-03-312026-05-04

PFE PFIZER INC90.7K shares36.34%2026-03-312026-05-04

VOE VANGUARD INDEX FDS13.7K shares15.62%2026-03-312026-05-04

IGSB ISHARES TR47.4K shares8.18%2026-03-312026-05-04

XEL XCEL ENERGY INC31.0K shares-7.39%2026-03-312026-05-04

Sponsored

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC37.7K sharesnew addition2026-03-312026-05-04

OLN OLIN CORP81.9K shares-2.38%2026-03-312026-05-04

OXY OCCIDENTAL PETE CORP37.3K shares4.91%2026-03-312026-05-04

XLC SELECT SECTOR SPDR TR21.4K shares41.62%2026-03-312026-05-04

NATIONAL GRID PLC NATIONAL GRID PLC28.0K shares1.26%2026-03-312026-05-04

SHW SHERWIN WILLIAMS CO7.3K shares0.51%2026-03-312026-05-04

NFLX NETFLIX INC.24.3K shares14.84%2026-03-312026-05-04

ARCB ARCBEST CORP23.8K shares-2.40%2026-03-312026-05-04

Sponsored

CARR CARRIER GLOBAL CORPORATION41.1K shares11.86%2026-03-312026-05-04

H HYATT HOTELS CORP16.0K shares-14.15%2026-03-312026-05-04

VONE VANGUARD SCOTTSDALE FDS7.7K shares18.63%2026-03-312026-05-04

FTAI AVIATION LTD FTAI AVIATION LTD9.0K sharesnew addition2026-03-312026-05-04

FHN FIRST HORIZON CORPORATION95.7K shares-2.55%2026-03-312026-05-04

ELV ELEVANCE HEALTH INC FORMERLY7.3K shares84.72%2026-03-312026-05-04

BLV VANGUARD BD INDEX FDS30.9K shares-9.31%2026-03-312026-05-04

ITW ILLINOIS TOOL WKS INC8.1K shares0.83%2026-03-312026-05-04

Sponsored

UNP UNION PAC CORP8.7K shares23.34%2026-03-312026-05-04

AGCO AGCO CORP18.1K shares-1.00%2026-03-312026-05-04

QCOM QUALCOMM INC16.1K shares5.45%2026-03-312026-05-04

IYC ISHARES TR21.4K shares78.66%2026-03-312026-05-04

WHD CACTUS INC43.1K sharesnew addition2026-03-312026-05-04

RF REGIONS FINANCIAL CORP NEW77.5K shares0.39%2026-03-312026-05-04

LEA LEAR CORP16.4K shares-2.42%2026-03-312026-05-04

HR HEALTHCARE RLTY TR116.2K sharesnew addition2026-03-312026-05-04

Sponsored

CTAS CINTAS CORP11.7K shares0.45%2026-03-312026-05-04

NKE NIKE INC37.3K shares148.28%2026-03-312026-05-04

VTRS VIATRIS INC145.1K shares-2.35%2026-03-312026-05-04

GEHC GE HEALTHCARE TECHNOLOGIES I26.9K shares103.25%2026-03-312026-05-04

ALL ALLSTATE CORP9.1K shares8.94%2026-03-312026-05-04

THG HANOVER INS GROUP INC10.8K shares-2.44%2026-03-312026-05-04

ST SENSATA TECHNOLOGIES HLDG PL53.0K shares-2.39%2026-03-312026-05-04

RRC RANGE RES CORP41.0K shares4.05%2026-03-312026-05-04

Sponsored

ACWI ISHARES TR13.3K shares6.21%2026-03-312026-05-04

DCI DONALDSON INC21.7K shares-2.25%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.3K shares67.50%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.4K shares110.78%2026-03-312026-05-04

MSM MSC INDL DIRECT INC19.4K shares29.87%2026-03-312026-05-04

COOPER COS INC COOPER COS INC24.9K sharesnew addition2026-03-312026-05-04

NSC NORFOLK SOUTHN CORP6.2K shares44.95%2026-03-312026-05-04

COLB COLUMBIA BKG SYS INC64.4K shares-2.41%2026-03-312026-05-04

Sponsored

SCHX SCHWAB STRATEGIC TR68.7K shares0.08%2026-03-312026-05-04

RNR RENAISSANCERE HLDGS LTD5.9K shares-0.57%2026-03-312026-05-04

TOWN TOWNEBANK PORTSMOUTH VA52.0K shares-2.11%2026-03-312026-05-04

LAZARD INC LAZARD INC40.6K shares-2.64%2026-03-312026-05-04

DT DYNATRACE INC46.6K sharesnew addition2026-03-312026-05-04

UHS UNIVERSAL HLTH SVCS INC9.5K shares-0.35%2026-03-312026-05-04

DE DEERE & CO3.0K shares-0.72%2026-03-312026-05-04

ATO ATMOS ENERGY CORP9.2K shares0.00%2026-03-312026-05-04

Sponsored

INTC INTEL CORP38.1K shares11.91%2026-03-312026-05-04

IDA IDACORP INC11.7K shares-2.41%2026-03-312026-05-04

SHY ISHARES TR20.0K shares67.56%2026-03-312026-05-04

LKQ LKQ CORP55.7K shares-5.13%2026-03-312026-05-04

TFC TRUIST FINL CORP35.5K shares0.78%2026-03-312026-05-04

SAFT SAFETY INS GROUP INC22.4K shares-3.73%2026-03-312026-05-04

CUBE CUBESMART43.6K shares-2.61%2026-03-312026-05-04

CW CURTISS WRIGHT CORP2.3K shares100.00%2026-03-312026-05-04

Sponsored

LINDE PLC LINDE PLC3.2K shares6.53%2026-03-312026-05-04

SYY SYSCO CORP21.9K shares0.92%2026-03-312026-05-04

CPT CAMDEN PPTY TR15.9K shares-2.38%2026-03-312026-05-04

NBIX NEUROCRINE BIOSCIENCES INC11.8K shares-4.29%2026-03-312026-05-04

KALU KAISER ALUMINIUM CORPORATION12.8K shares-1.36%2026-03-312026-05-04

VUG VANGUARD INDEX FDS3.5K shares43.98%2026-03-312026-05-04

EMXC ISHARES INC19.0K shares0.00%2026-03-312026-05-04

IYG ISHARES TR18.0K shares95.28%2026-03-312026-05-04

Sponsored

OLED UNIVERSAL DISPLAY CORP16.0K shares2.17%2026-03-312026-05-04

CRM SALESFORCE INC7.9K shares-51.60%2026-03-312026-05-04

TMUS T-MOBILE US INC6.9K shares-7.89%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS18.6K shares96.26%2026-03-312026-05-04

VBK VANGUARD INDEX FDS4.8K shares81.14%2026-03-312026-05-04

OTIS OTIS WORLDWIDE CORP18.7K shares0.55%2026-03-312026-05-04

PPL PPL CORP37.1K shares-2.40%2026-03-312026-05-04

HBAN HUNTINGTON BANCSHARES INC89.5K shares5.58%2026-03-312026-05-04

Sponsored

MSTR STRATEGY INC11.1K shares218.56%2026-03-312026-05-04

URI UNITED RENTALS INC1.9K shares-0.11%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC23.4K shares1.36%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC4.7K shares27.28%2026-03-312026-05-04

VTV VANGUARD INDEX FDS6.9K shares14.36%2026-03-312026-05-04

GEV GE VERNOVA INC1.5K shares4.78%2026-03-312026-05-04

USHY ISHARES TR35.9K shares13.73%2026-03-312026-05-04

WFC WELLS FARGO & CO16.5K shares4.14%2026-03-312026-05-04

Sponsored

PEBK PEOPLES BANCORP N C INC33.3K shares0.00%2026-03-312026-05-04

ITOT ISHARES TR9.1K shares205.29%2026-03-312026-05-04

CB CHUBB LTD SWITZ4.0K shares11.67%2026-03-312026-05-04

SJNK SPDR SERIES TRUST50.4K shares2.02%2026-03-312026-05-04

IJK ISHARES TR12.5K shares6.00%2026-03-312026-05-04

WTM WHITE MTNS INS GROUP LTD571 shares-4.03%2026-03-312026-05-04

IJJ ISHARES TR9.3K shares5.45%2026-03-312026-05-04

VXF VANGUARD INDEX FDS6.0K shares171.33%2026-03-312026-05-04

Sponsored

IWV ISHARES TR3.3K sharesnew addition2026-03-312026-05-04

COP CONOCOPHILLIPS9.3K shares13.19%2026-03-312026-05-04

TGT TARGET CORP9.9K shares6.94%2026-03-312026-05-04

HUN HUNTSMAN CORP89.5K shares-4.56%2026-03-312026-05-04

BK BANK NEW YORK MELLON CORP9.8K shares85.69%2026-03-312026-05-04

DHI D R HORTON INC8.3K shares-23.41%2026-03-312026-05-04

MAR MARRIOTT INTL INC NEW3.5K shares1.45%2026-03-312026-05-04

EMR EMERSON ELEC CO8.6K shares4.33%2026-03-312026-05-04

Sponsored

IMKTA INGLES MKTS INC12.5K shares0.00%2026-03-312026-05-04

PSX PHILLIPS 666.1K shares29.90%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC2.3K shares9.64%2026-03-312026-05-04

IVE ISHARES TR5.2K shares-0.08%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.5K shares-19.72%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC1.1K shares-15.47%2026-03-312026-05-04

WMB WILLIAMS COS INC14.8K shares-7.83%2026-03-312026-05-04

AAP ADVANCE AUTO PARTS INC20.3K shares-41.77%2026-03-312026-05-04

Sponsored

SCHM SCHWAB STRATEGIC TR34.6K shares0.00%2026-03-312026-05-04

MGC VANGUARD WORLD FD4.5K shares0.00%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO17.4K shares11.87%2026-03-312026-05-04

OC OWENS CORNING NEW9.6K sharesnew addition2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC2.3K shares-8.32%2026-03-312026-05-04

SDY SPDR SERIES TRUST7.1K shares1.43%2026-03-312026-05-04

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.9K shares21.87%2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP3.8K shares-6.52%2026-03-312026-05-04

Sponsored

CL COLGATE PALMOLIVE CO11.7K shares20.33%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC6.0K shares22.18%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC8.6K shares462.63%2026-03-312026-05-04

NUE NUCOR CORP5.8K shares0.00%2026-03-312026-05-04

WEYS WEYCO GROUP INC29.8K shares-4.06%2026-03-312026-05-04

SBR SABINE RTY TR12.7K shares0.00%2026-03-312026-05-04

DRI DARDEN RESTAURANTS INC4.8K shares135.38%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS15.7K sharesnew addition2026-03-312026-05-04

Sponsored

LMT LOCKHEED MARTIN CORP1.5K shares-0.86%2026-03-312026-05-04

EOG EOG RES INC6.2K shares110.19%2026-03-312026-05-04

FI FISERV INC16.0K shares6.66%2026-03-312026-05-04

BWX SPDR SERIES TRUST40.4K sharesnew addition2026-03-312026-05-04

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE44.6K sharesnew addition2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F6.2K shares20.28%2026-03-312026-05-04

RUN SUNRUN INC62.7K sharesnew addition2026-03-312026-05-04

GBDC GOLUB CAP BDC INC67.1K shares0.00%2026-03-312026-05-04

Sponsored

RIO RIO TINTO PLC9.0K shares29.45%2026-03-312026-05-04

SKY CHAMPION HOMES INC11.2K shares3.33%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS9.4K shares15.73%2026-03-312026-05-04

CSL CARLISLE COS INC2.5K sharesnew addition2026-03-312026-05-04

ALPS ETF TR ALPS ETF TR15.4K sharesnew addition2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC949 shares133.74%2026-03-312026-05-04

IR INGERSOLL RAND INC9.9K shares0.00%2026-03-312026-05-04

KLAC KLA CORP518 shares10.45%2026-03-312026-05-04

Sponsored

AVY AVERY DENNISON CORP4.4K shares0.00%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF19.3K sharesnew addition2026-03-312026-05-04

XLRE SELECT SECTOR SPDR TR18.1K shares26.30%2026-03-312026-05-04

SO SOUTHERN CO7.5K shares125.79%2026-03-312026-05-04

AMT AMERICAN TOWER CORP4.1K shares10.51%2026-03-312026-05-04

SHEL SHELL PLC7.6K shares22.41%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR15.4K shares4.72%2026-03-312026-05-04

DGRO ISHARES TR9.8K shares181.87%2026-03-312026-05-04

Sponsored

GBCI GLACIER BANCORP INC NEW15.2K shares24.66%2026-03-312026-05-04

BKR BAKER HUGHES COMPANY11.0K shares33.14%2026-03-312026-05-04

ETFS GOLD TR ETFS GOLD TR15.0K shares0.00%2026-03-312026-05-04

JHG JANUS HENDERSON GROUP PLC13.0K shares-6.00%2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP6.9K shares40.30%2026-03-312026-05-04

GLXY GALAXY DIGITAL INC.35.6K sharesnew addition2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN4.2K shares7.84%2026-03-312026-05-04

NEM NEWMONT CORP6.0K shares-53.80%2026-03-312026-05-04

Sponsored

EXPI EXP WORLD HLDGS INC108.6K shares-0.98%2026-03-312026-05-04

CLX CLOROX CO DEL6.3K shares105.74%2026-03-312026-05-04

AMAT APPLIED MATLS INC1.9K shares6.96%2026-03-312026-05-04

WSM WILLIAMS SONOMA INC3.5K shares-7.89%2026-03-312026-05-04

ASH ASHLAND INC10.8K shares0.00%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS7.6K sharesnew addition2026-03-312026-05-04

IWY ISHARES TR2.4K shares-0.42%2026-03-312026-05-04

DFH DREAM FINDERS HOMES INC42.7K sharesnew addition2026-03-312026-05-04

Sponsored

BARRICK MNG CORP BARRICK MNG CORP14.5K shares1.10%2026-03-312026-05-04

VDC VANGUARD WORLD FD2.6K shares120.76%2026-03-312026-05-04

OXY.WS OCCIDENTAL PETE CORP13.4K shares0.02%2026-03-312026-05-04

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC24.9K sharesnew addition2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC5.7K shares22.99%2026-03-312026-05-04

NTR NUTRIEN LTD7.3K shares19.76%2026-03-312026-05-04

SW SMURFIT WESTROCK PLC12.8K shares32.95%2026-03-312026-05-04

WSBC WESBANCO INC14.5K shares31.72%2026-03-312026-05-04

Sponsored

AMD ADVANCED MICRO DEVICES INC2.4K shares18.13%2026-03-312026-05-04

APD AIR PRODUCTS AND CHEMICALS I1.7K shares14.68%2026-03-312026-05-04

MEOH METHANEX CORP8.1K shares4.82%2026-03-312026-05-04

J JACOBS SOLUTIONS INC3.8K shares0.00%2026-03-312026-05-04

EATON CORP PLC EATON CORP PLC1.3K shares1.73%2026-03-312026-05-04

VHT VANGUARD WORLD FD1.8K sharesnew addition2026-03-312026-05-04

DOW DOW HLDGS INC11.5K shares-5.01%2026-03-312026-05-04

PFFD GLOBAL X FDS25.7K shares46.05%2026-03-312026-05-04

Sponsored

SPYG SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-05-04

QLTA ISHARES TR9.8K shares5.35%2026-03-312026-05-04

GSK PLC GSK PLC8.2K shares28.60%2026-03-312026-05-04

IBND SPDR SERIES TRUST14.3K shares0.00%2026-03-312026-05-04

SRE SEMPRA4.5K shares-2.05%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR17.8K shares0.00%2026-03-312026-05-04

BTU PEABODY ENGR CORP12.7K sharesnew addition2026-03-312026-05-04

MO ALTRIA GROUP INC6.3K shares39.49%2026-03-312026-05-04

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD4.5K shares100.00%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP1.9K shares55.56%2026-03-312026-05-04

ALLE ALLEGION PLC2.8K shares0.00%2026-03-312026-05-04

EFAV ISHARES TR4.5K shares0.00%2026-03-312026-05-04

BEAM BEAM THERAPEUTICS INC17.1K shares0.59%2026-03-312026-05-04

GSY INVESCO ACTIVELY MANAGED EXC8.0K shares100.00%2026-03-312026-05-04

GBF ISHARES TR3.8K shares56.53%2026-03-312026-05-04

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.5K shares0.00%2026-03-312026-05-04

Sponsored

WFG WEST FRASER TIMBER LTD6.0K sharesnew addition2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC5.4K shares-43.46%2026-03-312026-05-04

PALL ABRDN PALLADIUM ETF TRUST2.9K shares-11.42%2026-03-312026-05-04

VLO VALERO ENERGY CORP1.6K shares-24.39%2026-03-312026-05-04

EQNR EQUINOR ASA8.9K sharesnew addition2026-03-312026-05-04

MPWR MONOLITHIC PWR SYS INC340 shares0.00%2026-03-312026-05-04

AJG GALLAGHER ARTHUR J & CO1.7K shares20.57%2026-03-312026-05-04

BHP BHP BILLITON LIMITED4.9K shares-7.06%2026-03-312026-05-04

Sponsored

PANW PALO ALTO NETWORKS INC2.2K shares4.82%2026-03-312026-05-04

CME CME GROUP INC1.2K shares29.95%2026-03-312026-05-04

IVOV VANGUARD ADMIRAL FDS INC3.5K shares0.00%2026-03-312026-05-04

ENB ENBRIDGE INC6.5K sharesnew addition2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR12.0K shares-8.42%2026-03-312026-05-04

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.5K sharesnew addition2026-03-312026-05-04

MMM 3M CO2.4K shares11.85%2026-03-312026-05-04

BN BROOKFIELD CORP8.3K shares-5.51%2026-03-312026-05-04

Sponsored

MGV VANGUARD WORLD FD2.3K shares9.05%2026-03-312026-05-04

IDV ISHARES TR7.8K shares51.07%2026-03-312026-05-04

MGK VANGUARD WORLD FD895 shares7.83%2026-03-312026-05-04

KOPN KOPIN CORP145.0K shares0.00%2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2026-03-312026-05-04

F FORD MTR CO27.1K shares8.04%2026-03-312026-05-04

FBTC FIDELITY WISE ORIGIN BITCOIN5.2K shares0.00%2026-03-312026-05-04

STT STATE STR CORP2.4K shares-7.69%2026-03-312026-05-04

Sponsored

CMI CUMMINS INC564 shares18.24%2026-03-312026-05-04

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.6K shares3.36%2026-03-312026-05-04

MDLZ MONDELEZ INTL INC5.1K sharesnew addition2026-03-312026-05-04

ED CONSOLIDATED EDISON INC2.6K shares0.00%2026-03-312026-05-04

MLM MARTIN MARIETTA MATLS INC495 shares3.56%2026-03-312026-05-04

HTB HOMETRUST BANCSHARES INC6.8K shares18.17%2026-03-312026-05-04

TECK TECK RESOURCES LTD5.5K shares13.09%2026-03-312026-05-04

ALB ALBEMARLE CORP1.6K shares-1.55%2026-03-312026-05-04

Sponsored

DOV DOVER CORP1.4K shares0.00%2026-03-312026-05-04

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.4K shares14.49%2026-03-312026-05-04

IBDR ISHARES TR11.6K shares0.00%2026-03-312026-05-04

PPLT ABRDN PLATINUM ETF TRUST1.6K shares-33.89%2026-03-312026-05-04

GEVO GEVO INC101.3K shares0.00%2026-03-312026-05-04

FAST FASTENAL CO5.9K sharesnew addition2026-03-312026-05-04

A AGILENT TECHNOLOGIES INC2.4K shares0.00%2026-03-312026-05-04

HYG ISHARES TR3.4K shares0.00%2026-03-312026-05-04

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.9K shares18.49%2026-03-312026-05-04

PYPL PAYPAL HLDGS INC6.0K shares-69.94%2026-03-312026-05-04

SPGI S&P GLOBAL INC626 shares20.85%2026-03-312026-05-04

MGY MAGNOLIA OIL & GAS CORP8.3K sharesnew addition2026-03-312026-05-04

VOT VANGUARD INDEX FDS998 shares14.98%2026-03-312026-05-04

EA SERIES TRUST EA SERIES TRUST9.2K sharesnew addition2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC2.7K shares-16.29%2026-03-312026-05-04

VMC VULCAN MATLS CO917 shares1.66%2026-03-312026-05-04

Sponsored

PHM PULTE GROUP INC2.1K shares0.00%2026-03-312026-05-04

CLNE CLEAN ENERGY FUELS CORP100.0K shares0.00%2026-03-312026-05-04

TDG TRANSDIGM GROUP INC214 shares1.42%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP881 shares14.86%2026-03-312026-05-04

IUSB ISHARES TR5.3K sharesnew addition2026-03-312026-05-04

D DOMINION ENERGY INC4.0K sharesnew addition2026-03-312026-05-04

MU MICRON TECHNOLOGY INC704 shares0.00%2026-03-312026-05-04

ASML ASML HLDG NV179 sharesnew addition2026-03-312026-05-04

Sponsored

ADBE ADOBE INC966 shares-75.44%2026-03-312026-05-04

WM WASTE MGMT INC DEL1.0K sharesnew addition2026-03-312026-05-04

VLTO VERALTO CORP2.6K sharesnew addition2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC2.7K shares14.74%2026-03-312026-05-04

ADI ANALOG DEVICES INC729 sharesnew addition2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS3.0K shares0.00%2026-03-312026-05-04

FDLO FIDELITY COVINGTON TRUST3.5K shares0.25%2026-03-312026-05-04

MMC MARSH & MCLENNAN COS INC1.3K shares-47.57%2026-03-312026-05-04

Sponsored

GRMN GARMIN LTD978 sharesnew addition2026-03-312026-05-04

MET METLIFE INC3.1K shares8.78%2026-03-312026-05-04

AGX ARGAN INC400 sharesnew addition2026-03-312026-05-04

IYH ISHARES TR3.5K shares0.00%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP240 sharesnew addition2026-03-312026-05-04

NTRS NORTHERN TR CORP1.5K shares0.00%2026-03-312026-05-04

GIS GENERAL MILLS INC5.6K sharesnew addition2026-03-312026-05-04

VOOG VANGUARD ADMIRAL FDS INC505 shares0.00%2026-03-312026-05-04

Sponsored

TRGP TARGA RES CORP817 sharesnew addition2026-03-312026-05-04

SPHY SPDR SERIES TRUST8.7K shares0.00%2026-03-312026-05-04

EXC EXELON CORP4.1K sharesnew addition2026-03-312026-05-04

GNLX GENELUX CORPORATION75.4K shares0.00%2026-03-312026-05-04

HBNC HORIZON BANCORP IND10.0K shares0.00%2026-03-312026-05-04

FTHM FATHOM HOLDINGS INC207.6K shares0.00%2026-03-312026-05-04

NMRA NEUMORA THERAPEUTICS INC.43.4K shares0.00%2026-03-312026-05-04

TOI THE ONCOLOGY INSTITUTE INC10.0K shares0.00%2026-03-312026-05-04

Sponsored

SPY

STATE STR SPDR S&P 500 ETF T

8.55%

Shares638.0K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

2.03%

Shares3.9M

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

4.60%

Shares860.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

7.85%

Shares341.3K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

6.87%

Shares1.7M

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

10.45%

Shares1.6M

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

26.46%

Shares164.3K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

2.63%

Shares439.6K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

19.49%

Shares396.5K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

5.21%

Shares290.4K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

8.45%

Shares260.1K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

10.11%

Shares956.1K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

7.80%

Shares757.6K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

10.93%

Shares940.0K

Event2026-03-31

Filed2026-05-04

BALL

BALL CORP

0.70%

Shares1.2M

Event2026-03-31

Filed2026-05-04

ICVT

ISHARES TR

7.42%

Shares565.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

16.04%

Shares199.6K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

2.51%

Shares130.5K

Event2026-03-31

Filed2026-05-04

VTWO

VANGUARD SCOTTSDALE FDS

28.74%

Shares537.5K

Event2026-03-31

Filed2026-05-04

GNR

SPDR INDEX SHS FDS

8.26%

Shares716.0K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

3.32%

Shares88.5K

Event2026-03-31

Filed2026-05-04

ACWX

ISHARES TR

0.07%

Shares696.6K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

2.89%

Shares313.9K

Event2026-03-31

Filed2026-05-04

IWS

ISHARES TR

-1.25%

Shares315.4K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

-2.43%

Shares237.8K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

13.65%

Shares167.7K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

4.72%

Shares337.5K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-1.52%

Shares97.9K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

11.59%

Shares170.9K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

4.14%

Shares102.0K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

15.69%

Shares82.3K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

3.48%

Shares130.7K

Event2026-03-31

Filed2026-05-04

SIVR

ABRDN SILVER ETF TRUST

-36.63%

Shares388.9K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

4.85%

Shares133.3K

Event2026-03-31

Filed2026-05-04

PNC

PNC FINL SVCS GROUP INC

2047.18%

Shares131.9K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

1.97%

Shares302.6K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-11.40%

Shares352.3K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

48.08%

Shares177.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

17.60%

Shares81.0K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

16.59%

Shares78.3K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

-3.03%

Shares32

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

2.45%

Shares45.2K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

19.10%

Shares84.8K

Event2026-03-31

Filed2026-05-04

ICF

ISHARES TR

1.40%

Shares333.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

9.69%

Shares68.5K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

32.69%

Shares176.7K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

5.51%

Shares103.2K

Event2026-03-31

Filed2026-05-04

VFC

V F CORP

-0.14%

Shares983.7K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

17.39%

Shares98.1K

Event2026-03-31

Filed2026-05-04

IWO

ISHARES TR

-0.14%

Shares52.5K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

3.98%

Shares75.8K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

25.50%

Shares225.8K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

25.87%

Shares217.5K

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

8.49%

Shares199.5K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

8.79%

Shares76.7K

Event2026-03-31

Filed2026-05-04

TAP

MOLSON COORS BEVERAGE CO

3.47%

Shares325.5K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

39.72%

Shares181.7K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

29.13%

Shares27.2K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

34.67%

Shares38.0K

Event2026-03-31

Filed2026-05-04

SHV

ISHARES TR

25.56%

Shares116.0K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

39.56%

Shares78.8K

Event2026-03-31

Filed2026-05-04

PFG

PRINCIPAL FINANCIAL GROUP IN

2.12%

Shares138.1K

Event2026-03-31

Filed2026-05-04

CWB

SPDR SERIES TRUST

5.81%

Shares133.9K

Event2026-03-31

Filed2026-05-04

VCLT

VANGUARD SCOTTSDALE FDS

-7.88%

Shares154.4K

Event2026-03-31

Filed2026-05-04

IEF

ISHARES TR

80.12%

Shares119.4K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

3.52%

Shares76.4K

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

2.88%

Shares93.1K

Event2026-03-31

Filed2026-05-04

IEI

ISHARES TR

90.61%

Shares92.7K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

-8.71%

Shares216.1K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.97%

Shares11.6K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

22.09%

Shares85.1K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

36.67%

Shares211.0K

Event2026-03-31

Filed2026-05-04

AXP

AMERICAN EXPRESS CO

28.25%

Shares32.6K

Event2026-03-31

Filed2026-05-04

ESGV

VANGUARD WORLD FD

6.31%

Shares87.3K

Event2026-03-31

Filed2026-05-04

CITIGROUP INC

-1.99%

Shares83.3K

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

4.33%

Shares100.2K

Event2026-03-31

Filed2026-05-04

KTB

KONTOOR BRANDS INC

-18.92%

Shares131.9K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

-0.17%

Shares299.0K

Event2026-03-31

Filed2026-05-04

GILD

GILEAD SCIENCES INC

2.47%

Shares65.0K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

3.35%

Shares173.8K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

63.40%

Shares13.8K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

17.09%

Shares58.4K

Event2026-03-31

Filed2026-05-04

GPK

GRAPHIC PACKAGING HLDG CO

0.00%

Shares843.0K

Event2026-03-31

Filed2026-05-04

CVS

CVS HEALTH CORP

6.04%

Shares115.5K

Event2026-03-31

Filed2026-05-04

BNDX

VANGUARD CHARLOTTE FDS

-3.85%

Shares171.6K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

86.31%

Shares42.4K

Event2026-03-31

Filed2026-05-04

EZU

ISHARES INC

-0.61%

Shares130.4K

Event2026-03-31

Filed2026-05-04

VTWV

VANGUARD SCOTTSDALE FDS

9.04%

Shares48.7K

Event2026-03-31

Filed2026-05-04

GVI

ISHARES TR

11.48%

Shares73.1K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

10.85%

Shares13.5K

Event2026-03-31

Filed2026-05-04

VTWG

VANGUARD SCOTTSDALE FDS

71.68%

Shares33.7K

Event2026-03-31

Filed2026-05-04

HRL

HORMEL FOODS CORP

-4.15%

Shares337.9K

Event2026-03-31

Filed2026-05-04

CELANESE CORP DEL

1.63%

Shares114.9K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

28.78%

Shares51.2K

Event2026-03-31

Filed2026-05-04

ECL

ECOLAB INC

-2.54%

Shares27.5K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

23.70%

Shares64.2K

Event2026-03-31

Filed2026-05-04

IYE

ISHARES TR

1.56%

Shares107.4K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

21.10%

Shares43.7K

Event2026-03-31

Filed2026-05-04

LHX

L3HARRIS TECHNOLOGIES INC

-10.86%

Shares19.1K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

9.10%

Shares21.2K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

16.87%

Shares70.5K

Event2026-03-31

Filed2026-05-04

MSCI

MSCI INC

1.13%

Shares11.9K

Event2026-03-31

Filed2026-05-04

CSX

CSX CORP

13.61%

Shares155.7K

Event2026-03-31

Filed2026-05-04

XLI

SELECT SECTOR SPDR TR

39.89%

Shares38.0K

Event2026-03-31

Filed2026-05-04

EDWARDS LIFESCIENCES CORP

1.19%

Shares76.4K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

20.24%

Shares28.0K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

18.89%

Shares18.4K

Event2026-03-31

Filed2026-05-04

EEM

ISHARES TR

16.29%

Shares105.7K

Event2026-03-31

Filed2026-05-04

LYB

LYONDELLBASELL INDUSTRIES NV

-1.06%

Shares74.3K

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

7.38%

Shares64.1K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

24.55%

Shares8.4K

Event2026-03-31

Filed2026-05-04

SLB

SLB LIMITED

1.20%

Shares114.8K

Event2026-03-31

Filed2026-05-04

XYL

XYLEM INC

-0.05%

Shares46.8K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

15.26%

Shares210.0K

Event2026-03-31

Filed2026-05-04

USB

US BANCORP

2.82%

Shares104.3K

Event2026-03-31

Filed2026-05-04

INTU

INTUIT

956.53%

Shares12.2K

Event2026-03-31

Filed2026-05-04

VONV

VANGUARD SCOTTSDALE FDS

18.47%

Shares54.4K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

23.04%

Shares47.8K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

19.69%

Shares20.8K

Event2026-03-31

Filed2026-05-04

GLW

CORNING INC

-2.12%

Shares37.0K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

15.76%

Shares63.9K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

-1.76%

Shares21.8K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

47.24%

Shares33.3K

Event2026-03-31

Filed2026-05-04

DHR

DANAHER CORP DEL

37.75%

Shares25.7K

Event2026-03-31

Filed2026-05-04

VISA INC

5.45%

Shares15.7K

Event2026-03-31

Filed2026-05-04

VSGX

VANGUARD WORLD FD

13.46%

Shares66.0K

Event2026-03-31

Filed2026-05-04

ASTRAZENECA PLC

New

Shares23.9K

Event2026-03-31

Filed2026-05-04

PPG

PPG INDS INC

22.82%

Shares44.0K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

3.09%

Shares4.7K

Event2026-03-31

Filed2026-05-04

ABT

ABBOTT LABORATORIES

37.13%

Shares45.4K

Event2026-03-31

Filed2026-05-04

XLY

SELECT SECTOR SPDR TR

33.85%

Shares42.1K

Event2026-03-31

Filed2026-05-04

AMGN

AMGEN INC

37.04%

Shares13.0K

Event2026-03-31

Filed2026-05-04

IEUR

ISHARES TR

12.54%

Shares64.4K

Event2026-03-31

Filed2026-05-04

CMCSA

COMCAST CORP NEW

-4.81%

Shares157.3K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

19.08%

Shares36.1K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

0.49%

Shares139.6K

Event2026-03-31

Filed2026-05-04

HSY

HERSHEY CO

1.16%

Shares20.5K

Event2026-03-31

Filed2026-05-04

TRANE TECHNOLOGIES PLC

2.20%

Shares10.2K

Event2026-03-31

Filed2026-05-04

BAX

BAXTER INTL INC

44.22%

Shares250.1K

Event2026-03-31

Filed2026-05-04

REGN

REGENERON PHARMACEUTICALS

-2.91%

Shares5.4K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

134.35%

Shares36.9K

Event2026-03-31

Filed2026-05-04

AT&T INC

-4.03%

Shares141.3K

Event2026-03-31

Filed2026-05-04

FDX

FEDEX CORP

0.24%

Shares11.3K

Event2026-03-31

Filed2026-05-04

XLU

SELECT SECTOR SPDR TR

34.18%

Shares87.0K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

35.89%

Shares29.8K

Event2026-03-31

Filed2026-05-04

HDV

ISHARES TR

37.44%

Shares28.8K

Event2026-03-31

Filed2026-05-04

BABA

ALIBABA GROUP HLDG LTD

2.08%

Shares31.1K

Event2026-03-31

Filed2026-05-04

PUK

PRUDENTIAL PLC

-0.02%

Shares136.7K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

1.23%

Shares15.9K

Event2026-03-31

Filed2026-05-04

SJM

SMUCKER J M CO

New

Shares39.8K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

44.18%

Shares46.2K

Event2026-03-31

Filed2026-05-04

UNH

UNITEDHEALTH GROUP INC

-2.87%

Shares13.9K

Event2026-03-31

Filed2026-05-04

NVS

NOVARTIS AG

5.14%

Shares24.1K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-5.36%

Shares48.7K

Event2026-03-31

Filed2026-05-04

OEF

ISHARES TR

48.06%

Shares11.3K

Event2026-03-31

Filed2026-05-04

DOLLAR GEN CORP

4.82%

Shares30.3K

Event2026-03-31

Filed2026-05-04

BUNGE GLOBAL SA

0.21%

Shares27.6K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

23.24%

Shares54.5K

Event2026-03-31

Filed2026-05-04

ZBH

ZIMMER BIOMET HOLDINGS INC

-5.80%

Shares38.1K

Event2026-03-31

Filed2026-05-04

LQD

ISHARES TR

6.16%

Shares31.4K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

14.57%

Shares33.5K

Event2026-03-31

Filed2026-05-04

XLB

SELECT SECTOR SPDR TR

51.39%

Shares65.9K

Event2026-03-31

Filed2026-05-04

DINO

HF SINCLAIR CORP

-2.42%

Shares52.4K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

8.01%

Shares29.5K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

85.97%

Shares13.6K

Event2026-03-31

Filed2026-05-04

SHG

SHINHAN FINANCIAL GROUP CO L

0.02%

Shares52.4K

Event2026-03-31

Filed2026-05-04

ROYAL BK CDA

20.45%

Shares19.7K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

66.78%

Shares57.9K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

11.39%

Shares28.4K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

24.14%

Shares27.3K

Event2026-03-31

Filed2026-05-04

IGIB

ISHARES TR

10.08%

Shares57.8K

Event2026-03-31

Filed2026-05-04

MCK

MCKESSON CORP

0.59%

Shares3.6K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

16.66%

Shares18.6K

Event2026-03-31

Filed2026-05-04

VVV

VALVOLINE INC

-1.45%

Shares90.0K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

11.95%

Shares9.7K

Event2026-03-31

Filed2026-05-04

HII

HUNTINGTON INGALLS INDS INC

-4.17%

Shares8.0K

Event2026-03-31

Filed2026-05-04

BKH

BLACK HILLS CORP

-1.13%

Shares43.4K

Event2026-03-31

Filed2026-05-04

BOEING CO

16.01%

Shares15.0K

Event2026-03-31

Filed2026-05-04

WTW

WILLIS TOWERS WATSON PLC LTD

10.38%

Shares10.1K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

2.53%

Shares13.5K

Event2026-03-31

Filed2026-05-04

WBD

WARNER BROS DISCOVERY INC

-0.24%

Shares106.3K

Event2026-03-31

Filed2026-05-04

BDX

BECTON DICKINSON & CO

New

Shares18.6K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

29.08%

Shares59.0K

Event2026-03-31

Filed2026-05-04

AEP

AMERICAN ELEC PWR CO INC

-2.11%

Shares21.8K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

0.92%

Shares5.7K

Event2026-03-31

Filed2026-05-04

BWA

BORGWARNER INC

-2.41%

Shares51.6K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

5.08%

Shares9.8K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

17.72%

Shares7.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

3.36%

Shares9.3K

Event2026-03-31

Filed2026-05-04

SNY

SANOFI SA

New

Shares56.4K

Event2026-03-31

Filed2026-05-04

DIS

DISNEY WALT CO

30.98%

Shares28.1K

Event2026-03-31

Filed2026-05-04

WLK

WESTLAKE CORPORATION

-1.24%

Shares23.0K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

48.35%

Shares43.1K

Event2026-03-31

Filed2026-05-04

BTI

BRITISH AMERN TOB PLC

4.70%

Shares45.1K

Event2026-03-31

Filed2026-05-04

ADP

AUTOMATIC DATA PROCESSING IN

15.05%

Shares12.8K

Event2026-03-31

Filed2026-05-04

TILT

FLEXSHARES TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

36.34%

Shares90.7K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

15.62%

Shares13.7K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

8.18%

Shares47.4K

Event2026-03-31

Filed2026-05-04

XEL

XCEL ENERGY INC

-7.39%

Shares31.0K

Event2026-03-31

Filed2026-05-04

SUNBELT RENTALS HOLDINGS INC

New

Shares37.7K

Event2026-03-31

Filed2026-05-04

OLN

OLIN CORP

-2.38%

Shares81.9K

Event2026-03-31

Filed2026-05-04

OXY

OCCIDENTAL PETE CORP

4.91%

Shares37.3K

Event2026-03-31

Filed2026-05-04

XLC

SELECT SECTOR SPDR TR

41.62%

Shares21.4K

Event2026-03-31

Filed2026-05-04

NATIONAL GRID PLC

1.26%

Shares28.0K

Event2026-03-31

Filed2026-05-04

SHW

SHERWIN WILLIAMS CO

0.51%

Shares7.3K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

14.84%

Shares24.3K

Event2026-03-31

Filed2026-05-04

ARCB

ARCBEST CORP

-2.40%

Shares23.8K

Event2026-03-31

Filed2026-05-04

CARR

CARRIER GLOBAL CORPORATION

11.86%

Shares41.1K

Event2026-03-31

Filed2026-05-04

HYATT HOTELS CORP

-14.15%

Shares16.0K

Event2026-03-31

Filed2026-05-04

VONE

VANGUARD SCOTTSDALE FDS

18.63%

Shares7.7K

Event2026-03-31

Filed2026-05-04

FTAI AVIATION LTD

New

Shares9.0K

Event2026-03-31

Filed2026-05-04

FHN

FIRST HORIZON CORPORATION

-2.55%

Shares95.7K

Event2026-03-31

Filed2026-05-04

ELV

ELEVANCE HEALTH INC FORMERLY

84.72%

Shares7.3K

Event2026-03-31

Filed2026-05-04

BLV

VANGUARD BD INDEX FDS

-9.31%

Shares30.9K

Event2026-03-31

Filed2026-05-04

ITW

ILLINOIS TOOL WKS INC

0.83%

Shares8.1K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

23.34%

Shares8.7K

Event2026-03-31

Filed2026-05-04

AGCO

AGCO CORP

-1.00%

Shares18.1K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

5.45%

Shares16.1K

Event2026-03-31

Filed2026-05-04

IYC

ISHARES TR

78.66%

Shares21.4K

Event2026-03-31

Filed2026-05-04

WHD

CACTUS INC

New

Shares43.1K

Event2026-03-31

Filed2026-05-04

REGIONS FINANCIAL CORP NEW

0.39%

Shares77.5K

Event2026-03-31

Filed2026-05-04

LEA

LEAR CORP

-2.42%

Shares16.4K

Event2026-03-31

Filed2026-05-04

HEALTHCARE RLTY TR

New

Shares116.2K

Event2026-03-31

Filed2026-05-04

CTAS

CINTAS CORP

0.45%

Shares11.7K

Event2026-03-31

Filed2026-05-04

NKE

NIKE INC

148.28%

Shares37.3K

Event2026-03-31

Filed2026-05-04

VTRS

VIATRIS INC

-2.35%

Shares145.1K

Event2026-03-31

Filed2026-05-04

GEHC

GE HEALTHCARE TECHNOLOGIES I

103.25%

Shares26.9K

Event2026-03-31

Filed2026-05-04

ALL

ALLSTATE CORP

8.94%

Shares9.1K

Event2026-03-31

Filed2026-05-04

THG

HANOVER INS GROUP INC

-2.44%

Shares10.8K

Event2026-03-31

Filed2026-05-04

SENSATA TECHNOLOGIES HLDG PL

-2.39%

Shares53.0K

Event2026-03-31

Filed2026-05-04

RRC

RANGE RES CORP

4.05%

Shares41.0K

Event2026-03-31

Filed2026-05-04

ACWI

ISHARES TR

6.21%

Shares13.3K

Event2026-03-31

Filed2026-05-04

DCI

DONALDSON INC

-2.25%

Shares21.7K

Event2026-03-31

Filed2026-05-04

GENERAL DYNAMICS CORP

67.50%

Shares5.3K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

110.78%

Shares9.4K

Event2026-03-31

Filed2026-05-04

MSM

MSC INDL DIRECT INC

29.87%

Shares19.4K

Event2026-03-31

Filed2026-05-04

COOPER COS INC

New

Shares24.9K

Event2026-03-31

Filed2026-05-04

NSC

NORFOLK SOUTHN CORP

44.95%

Shares6.2K

Event2026-03-31

Filed2026-05-04

COLB

COLUMBIA BKG SYS INC

-2.41%

Shares64.4K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

0.08%

Shares68.7K

Event2026-03-31

Filed2026-05-04

RNR

RENAISSANCERE HLDGS LTD

-0.57%

Shares5.9K

Event2026-03-31

Filed2026-05-04

TOWN

TOWNEBANK PORTSMOUTH VA

-2.11%

Shares52.0K

Event2026-03-31

Filed2026-05-04

LAZARD INC

-2.64%

Shares40.6K

Event2026-03-31

Filed2026-05-04

DYNATRACE INC

New

Shares46.6K

Event2026-03-31

Filed2026-05-04

UHS

UNIVERSAL HLTH SVCS INC

-0.35%

Shares9.5K

Event2026-03-31

Filed2026-05-04

DEERE & CO

-0.72%

Shares3.0K

Event2026-03-31

Filed2026-05-04

ATO

ATMOS ENERGY CORP

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-04

INTC

INTEL CORP

11.91%

Shares38.1K

Event2026-03-31

Filed2026-05-04

IDA

IDACORP INC

-2.41%

Shares11.7K

Event2026-03-31

Filed2026-05-04

SHY

ISHARES TR

67.56%

Shares20.0K

Event2026-03-31

Filed2026-05-04

LKQ

LKQ CORP

-5.13%

Shares55.7K

Event2026-03-31

Filed2026-05-04

TFC

TRUIST FINL CORP

0.78%

Shares35.5K

Event2026-03-31

Filed2026-05-04

SAFT

SAFETY INS GROUP INC

-3.73%

Shares22.4K

Event2026-03-31

Filed2026-05-04

CUBE

CUBESMART

-2.61%

Shares43.6K

Event2026-03-31

Filed2026-05-04

CURTISS WRIGHT CORP

100.00%

Shares2.3K

Event2026-03-31

Filed2026-05-04

LINDE PLC

6.53%

Shares3.2K

Event2026-03-31

Filed2026-05-04

SYY

SYSCO CORP

0.92%

Shares21.9K

Event2026-03-31

Filed2026-05-04

CPT

CAMDEN PPTY TR

-2.38%

Shares15.9K

Event2026-03-31

Filed2026-05-04

NBIX

NEUROCRINE BIOSCIENCES INC

-4.29%

Shares11.8K

Event2026-03-31

Filed2026-05-04

KALU

KAISER ALUMINIUM CORPORATION

-1.36%

Shares12.8K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

43.98%

Shares3.5K

Event2026-03-31

Filed2026-05-04

EMXC

ISHARES INC

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-04

IYG

ISHARES TR

95.28%

Shares18.0K

Event2026-03-31

Filed2026-05-04

OLED

UNIVERSAL DISPLAY CORP

2.17%

Shares16.0K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

-51.60%

Shares7.9K

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

-7.89%

Shares6.9K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

96.26%

Shares18.6K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

81.14%

Shares4.8K

Event2026-03-31

Filed2026-05-04

OTIS

OTIS WORLDWIDE CORP

0.55%

Shares18.7K

Event2026-03-31

Filed2026-05-04

PPL

PPL CORP

-2.40%

Shares37.1K

Event2026-03-31

Filed2026-05-04

HBAN

HUNTINGTON BANCSHARES INC

5.58%

Shares89.5K

Event2026-03-31

Filed2026-05-04

MSTR

STRATEGY INC

218.56%

Shares11.1K

Event2026-03-31

Filed2026-05-04

URI

UNITED RENTALS INC

-0.11%

Shares1.9K

Event2026-03-31

Filed2026-05-04

FCX

FREEPORT MCMORAN INC

1.36%

Shares23.4K

Event2026-03-31

Filed2026-05-04

TRV

TRAVELERS COMPANIES INC

27.28%

Shares4.7K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

14.36%

Shares6.9K

Event2026-03-31

Filed2026-05-04

GEV

GE VERNOVA INC

4.78%

Shares1.5K

Event2026-03-31

Filed2026-05-04

USHY

ISHARES TR

13.73%

Shares35.9K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

4.14%

Shares16.5K

Event2026-03-31

Filed2026-05-04

PEBK

PEOPLES BANCORP N C INC

0.00%

Shares33.3K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

205.29%

Shares9.1K

Event2026-03-31

Filed2026-05-04

CHUBB LTD SWITZ

11.67%

Shares4.0K

Event2026-03-31

Filed2026-05-04

SJNK

SPDR SERIES TRUST

2.02%

Shares50.4K

Event2026-03-31

Filed2026-05-04

IJK

ISHARES TR

6.00%

Shares12.5K

Event2026-03-31

Filed2026-05-04

WTM

WHITE MTNS INS GROUP LTD

-4.03%

Shares571

Event2026-03-31

Filed2026-05-04

IJJ

ISHARES TR

5.45%

Shares9.3K

Event2026-03-31

Filed2026-05-04

VXF

VANGUARD INDEX FDS

171.33%

Shares6.0K

Event2026-03-31

Filed2026-05-04

IWV

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

13.19%

Shares9.3K

Event2026-03-31

Filed2026-05-04

TGT

TARGET CORP

6.94%

Shares9.9K

Event2026-03-31

Filed2026-05-04

HUN

HUNTSMAN CORP

-4.56%

Shares89.5K

Event2026-03-31

Filed2026-05-04

BANK NEW YORK MELLON CORP

85.69%

Shares9.8K

Event2026-03-31

Filed2026-05-04

DHI

D R HORTON INC

-23.41%

Shares8.3K

Event2026-03-31

Filed2026-05-04

MAR

MARRIOTT INTL INC NEW

1.45%

Shares3.5K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

4.33%

Shares8.6K

Event2026-03-31

Filed2026-05-04

IMKTA

INGLES MKTS INC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-04

PSX

PHILLIPS 66

29.90%

Shares6.1K

Event2026-03-31

Filed2026-05-04

TMO

THERMO FISHER SCIENTIFIC INC

9.64%

Shares2.3K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-0.08%

Shares5.2K

Event2026-03-31

Filed2026-05-04

ACCENTURE PLC IRELAND

-19.72%

Shares5.5K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-15.47%

Shares1.1K

Event2026-03-31

Filed2026-05-04

WMB

WILLIAMS COS INC

-7.83%

Shares14.8K

Event2026-03-31

Filed2026-05-04

AAP

ADVANCE AUTO PARTS INC

-41.77%

Shares20.3K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

0.00%

Shares34.6K

Event2026-03-31

Filed2026-05-04

MGC

VANGUARD WORLD FD

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

BMY

BRISTOL-MYERS SQUIBB CO

11.87%

Shares17.4K

Event2026-03-31

Filed2026-05-04

OWENS CORNING NEW

New

Shares9.6K

Event2026-03-31

Filed2026-05-04

ISRG

INTUITIVE SURGICAL INC

-8.32%

Shares2.3K

Event2026-03-31

Filed2026-05-04

SDY

SPDR SERIES TRUST

1.43%

Shares7.1K

Event2026-03-31

Filed2026-05-04

TE CONNECTIVITY PLC

21.87%

Shares4.9K

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

-6.52%

Shares3.8K

Event2026-03-31

Filed2026-05-04

COLGATE PALMOLIVE CO

20.33%

Shares11.7K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

22.18%

Shares6.0K

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

462.63%

Shares8.6K

Event2026-03-31

Filed2026-05-04

NUE

NUCOR CORP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-04

WEYS

WEYCO GROUP INC

-4.06%

Shares29.8K

Event2026-03-31

Filed2026-05-04

SBR

SABINE RTY TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-04

DRI

DARDEN RESTAURANTS INC

135.38%

Shares4.8K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares15.7K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-0.86%

Shares1.5K

Event2026-03-31

Filed2026-05-04

EOG

EOG RES INC

110.19%

Shares6.2K

Event2026-03-31

Filed2026-05-04

FISERV INC

6.66%

Shares16.0K

Event2026-03-31

Filed2026-05-04

BWX

SPDR SERIES TRUST

New

Shares40.4K

Event2026-03-31

Filed2026-05-04

BITMINE IMMERSION TECNOLOGIE

New

Shares44.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

20.28%

Shares6.2K

Event2026-03-31

Filed2026-05-04

RUN

SUNRUN INC

New

Shares62.7K

Event2026-03-31

Filed2026-05-04

GBDC

GOLUB CAP BDC INC

0.00%

Shares67.1K

Event2026-03-31

Filed2026-05-04

RIO

RIO TINTO PLC

29.45%

Shares9.0K

Event2026-03-31

Filed2026-05-04

SKY

CHAMPION HOMES INC

3.33%

Shares11.2K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

15.73%

Shares9.4K

Event2026-03-31

Filed2026-05-04

CSL

CARLISLE COS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

ALPS ETF TR

New

Shares15.4K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

133.74%

Shares949

Event2026-03-31

Filed2026-05-04

INGERSOLL RAND INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-04

KLAC

KLA CORP

10.45%

Shares518

Event2026-03-31

Filed2026-05-04

AVY

AVERY DENNISON CORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares19.3K

Event2026-03-31

Filed2026-05-04

XLRE

SELECT SECTOR SPDR TR

26.30%

Shares18.1K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

125.79%

Shares7.5K

Event2026-03-31

Filed2026-05-04

AMT

AMERICAN TOWER CORP

10.51%

Shares4.1K

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

22.41%

Shares7.6K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

4.72%

Shares15.4K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

181.87%

Shares9.8K

Event2026-03-31

Filed2026-05-04

GBCI

GLACIER BANCORP INC NEW

24.66%

Shares15.2K

Event2026-03-31

Filed2026-05-04

BKR

BAKER HUGHES COMPANY

33.14%

Shares11.0K

Event2026-03-31

Filed2026-05-04

ETFS GOLD TR

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-04

JHG

JANUS HENDERSON GROUP PLC

-6.00%

Shares13.0K

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

40.30%

Shares6.9K

Event2026-03-31

Filed2026-05-04

GLXY

GALAXY DIGITAL INC.

New

Shares35.6K

Event2026-03-31

Filed2026-05-04

ICE

INTERCONTINENTAL EXCHANGE IN

7.84%

Shares4.2K

Event2026-03-31

Filed2026-05-04

NEM

NEWMONT CORP

-53.80%

Shares6.0K

Event2026-03-31

Filed2026-05-04

EXPI

EXP WORLD HLDGS INC

-0.98%

Shares108.6K

Event2026-03-31

Filed2026-05-04

CLX

CLOROX CO DEL

105.74%

Shares6.3K

Event2026-03-31

Filed2026-05-04

AMAT

APPLIED MATLS INC

6.96%

Shares1.9K

Event2026-03-31

Filed2026-05-04

WSM

WILLIAMS SONOMA INC

-7.89%

Shares3.5K

Event2026-03-31

Filed2026-05-04

ASH

ASHLAND INC

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares7.6K

Event2026-03-31

Filed2026-05-04

IWY

ISHARES TR

-0.42%

Shares2.4K

Event2026-03-31

Filed2026-05-04

DFH

DREAM FINDERS HOMES INC

New

Shares42.7K

Event2026-03-31

Filed2026-05-04

BARRICK MNG CORP

1.10%

Shares14.5K

Event2026-03-31

Filed2026-05-04

VDC

VANGUARD WORLD FD

120.76%

Shares2.6K

Event2026-03-31

Filed2026-05-04

OXY.WS

OCCIDENTAL PETE CORP

0.02%

Shares13.4K

Event2026-03-31

Filed2026-05-04

SUPER MICRO COMPUTER INC

New

Shares24.9K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

22.99%

Shares5.7K

Event2026-03-31

Filed2026-05-04

NTR

NUTRIEN LTD

19.76%

Shares7.3K

Event2026-03-31

Filed2026-05-04

SMURFIT WESTROCK PLC

32.95%

Shares12.8K

Event2026-03-31

Filed2026-05-04

WSBC

WESBANCO INC

31.72%

Shares14.5K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

18.13%

Shares2.4K

Event2026-03-31

Filed2026-05-04

APD

AIR PRODUCTS AND CHEMICALS I

14.68%

Shares1.7K

Event2026-03-31

Filed2026-05-04

MEOH

METHANEX CORP

4.82%

Shares8.1K

Event2026-03-31

Filed2026-05-04

JACOBS SOLUTIONS INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-04

EATON CORP PLC

1.73%

Shares1.3K

Event2026-03-31

Filed2026-05-04

VHT

VANGUARD WORLD FD

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

DOW

DOW HLDGS INC

-5.01%

Shares11.5K

Event2026-03-31

Filed2026-05-04

PFFD

GLOBAL X FDS

46.05%

Shares25.7K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-04

QLTA

ISHARES TR

5.35%

Shares9.8K

Event2026-03-31

Filed2026-05-04

GSK PLC

28.60%

Shares8.2K

Event2026-03-31

Filed2026-05-04

IBND

SPDR SERIES TRUST

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-04

SRE

SEMPRA

-2.05%

Shares4.5K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares17.8K

Event2026-03-31

Filed2026-05-04

BTU

PEABODY ENGR CORP

New

Shares12.7K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

39.49%

Shares6.3K

Event2026-03-31

Filed2026-05-04

FTCS

FIRST TR EXCHANGE-TRADED FD

100.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

LAM RESEARCH CORP

55.56%

Shares1.9K

Event2026-03-31

Filed2026-05-04

ALLE

ALLEGION PLC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-04

EFAV

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-04

BEAM

BEAM THERAPEUTICS INC

0.59%

Shares17.1K

Event2026-03-31

Filed2026-05-04

GSY

INVESCO ACTIVELY MANAGED EXC

100.00%

Shares8.0K

Event2026-03-31

Filed2026-05-04

GBF

ISHARES TR

56.53%

Shares3.8K

Event2026-03-31

Filed2026-05-04

PROFESIONALLY MANAGED PORTFO

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-04

WFG

WEST FRASER TIMBER LTD

New

Shares6.0K

Event2026-03-31

Filed2026-05-04

UBER

UBER TECHNOLOGIES INC

-43.46%

Shares5.4K

Event2026-03-31

Filed2026-05-04

PALL

ABRDN PALLADIUM ETF TRUST

-11.42%

Shares2.9K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

-24.39%

Shares1.6K

Event2026-03-31

Filed2026-05-04

EQNR

EQUINOR ASA

New

Shares8.9K

Event2026-03-31

Filed2026-05-04

MPWR

MONOLITHIC PWR SYS INC

0.00%

Shares340

Event2026-03-31

Filed2026-05-04

AJG

GALLAGHER ARTHUR J & CO

20.57%

Shares1.7K

Event2026-03-31

Filed2026-05-04

BHP

BHP BILLITON LIMITED

-7.06%

Shares4.9K

Event2026-03-31

Filed2026-05-04

PANW

PALO ALTO NETWORKS INC

4.82%

Shares2.2K

Event2026-03-31

Filed2026-05-04

CME

CME GROUP INC

29.95%

Shares1.2K

Event2026-03-31

Filed2026-05-04

IVOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

-8.42%

Shares12.0K

Event2026-03-31

Filed2026-05-04

SOLSTICE ADVANCED MATLS INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

11.85%

Shares2.4K

Event2026-03-31

Filed2026-05-04

BROOKFIELD CORP

-5.51%

Shares8.3K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

9.05%

Shares2.3K

Event2026-03-31

Filed2026-05-04

IDV

ISHARES TR

51.07%

Shares7.8K

Event2026-03-31

Filed2026-05-04

MGK

VANGUARD WORLD FD

7.83%

Shares895

Event2026-03-31

Filed2026-05-04

KOPN

KOPIN CORP

0.00%

Shares145.0K

Event2026-03-31

Filed2026-05-04

SPHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-04

FORD MTR CO

8.04%

Shares27.1K

Event2026-03-31

Filed2026-05-04

FBTC

FIDELITY WISE ORIGIN BITCOIN

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-04

STT

STATE STR CORP

-7.69%

Shares2.4K

Event2026-03-31

Filed2026-05-04

CMI

CUMMINS INC

18.24%

Shares564

Event2026-03-31

Filed2026-05-04

QNITY ELECTRONICS INC

3.36%

Shares2.6K

Event2026-03-31

Filed2026-05-04

MDLZ

MONDELEZ INTL INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-04

CONSOLIDATED EDISON INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-04

MLM

MARTIN MARIETTA MATLS INC

3.56%

Shares495

Event2026-03-31

Filed2026-05-04

HTB

HOMETRUST BANCSHARES INC

18.17%

Shares6.8K

Event2026-03-31

Filed2026-05-04

TECK

TECK RESOURCES LTD

13.09%

Shares5.5K

Event2026-03-31

Filed2026-05-04

ALB

ALBEMARLE CORP

-1.55%

Shares1.6K

Event2026-03-31

Filed2026-05-04

DOV

DOVER CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

WEC ENERGY GROUP INC

14.49%

Shares2.4K

Event2026-03-31

Filed2026-05-04

IBDR

ISHARES TR

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-04

PPLT

ABRDN PLATINUM ETF TRUST

-33.89%

Shares1.6K

Event2026-03-31

Filed2026-05-04

GEVO

GEVO INC

0.00%

Shares101.3K

Event2026-03-31

Filed2026-05-04

FAST

FASTENAL CO

New

Shares5.9K

Event2026-03-31

Filed2026-05-04

AGILENT TECHNOLOGIES INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-04

HYG

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-04

DUPONT DE NEMOURS INC

18.49%

Shares5.9K

Event2026-03-31

Filed2026-05-04

PYPL

PAYPAL HLDGS INC

-69.94%

Shares6.0K

Event2026-03-31

Filed2026-05-04

SPGI

S&P GLOBAL INC

20.85%

Shares626

Event2026-03-31

Filed2026-05-04

MGY

MAGNOLIA OIL & GAS CORP

New

Shares8.3K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

14.98%

Shares998

Event2026-03-31

Filed2026-05-04

EA SERIES TRUST

New

Shares9.2K

Event2026-03-31

Filed2026-05-04

ORLY

OREILLY AUTOMOTIVE INC

-16.29%

Shares2.7K

Event2026-03-31

Filed2026-05-04

VMC

VULCAN MATLS CO

1.66%

Shares917

Event2026-03-31

Filed2026-05-04

PHM

PULTE GROUP INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-04

CLNE

CLEAN ENERGY FUELS CORP

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-04

TDG

TRANSDIGM GROUP INC

1.42%

Shares214

Event2026-03-31

Filed2026-05-04

CEG

CONSTELLATION ENERGY CORP

14.86%

Shares881

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-04

DOMINION ENERGY INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-04

MICRON TECHNOLOGY INC

0.00%

Shares704

Event2026-03-31

Filed2026-05-04

ASML

ASML HLDG NV

New

Shares179

Event2026-03-31

Filed2026-05-04

ADBE

ADOBE INC

-75.44%

Shares966

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

New

Shares1.0K

Event2026-03-31

Filed2026-05-04

VLTO

VERALTO CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-04

MEDTRONIC PLC

14.74%

Shares2.7K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

New

Shares729

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

FDLO

FIDELITY COVINGTON TRUST

0.25%

Shares3.5K

Event2026-03-31

Filed2026-05-04

MMC

MARSH & MCLENNAN COS INC

-47.57%

Shares1.3K

Event2026-03-31

Filed2026-05-04

GRMN

GARMIN LTD

New

Shares978

Event2026-03-31

Filed2026-05-04

MET

METLIFE INC

8.78%

Shares3.1K

Event2026-03-31

Filed2026-05-04

AGX

ARGAN INC

New

Shares400

Event2026-03-31

Filed2026-05-04

IYH

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

PARKER-HANNIFIN CORP

New

Shares240

Event2026-03-31

Filed2026-05-04

NTRS

NORTHERN TR CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04

GIS

GENERAL MILLS INC

New

Shares5.6K

Event2026-03-31

Filed2026-05-04

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares505

Event2026-03-31

Filed2026-05-04

TRGP

TARGA RES CORP

New

Shares817

Event2026-03-31

Filed2026-05-04

SPHY

SPDR SERIES TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-04

EXC

EXELON CORP

New

Shares4.1K

Event2026-03-31

Filed2026-05-04

GNLX

GENELUX CORPORATION

0.00%

Shares75.4K

Event2026-03-31

Filed2026-05-04

HBNC

HORIZON BANCORP IND

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

FTHM

FATHOM HOLDINGS INC

0.00%

Shares207.6K

Event2026-03-31

Filed2026-05-04

NMRA

NEUMORA THERAPEUTICS INC.

0.00%

Shares43.4K

Event2026-03-31

Filed2026-05-04

TOI

THE ONCOLOGY INSTITUTE INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

RTX Put PutRTX CORPORATION30.0K shares50.00%2026-03-312026-05-04

NVDA Put PutNVIDIA CORPORATION7.3K shares-23.96%2026-03-312026-05-04

MAR Put PutMARRIOTT INTL INC NEW3.0K shares0.00%2026-03-312026-05-04

UNH Put PutUNITEDHEALTH GROUP INC1.5K shares0.00%2026-03-312026-05-04

RTX Put

RTX CORPORATION

50.00%

Shares30.0K

Event2026-03-31

Filed2026-05-04

NVDA Put

NVIDIA CORPORATION

-23.96%

Shares7.3K

Event2026-03-31

Filed2026-05-04

MAR Put

MARRIOTT INTL INC NEW

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-04

UNH Put

UNITEDHEALTH GROUP INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-04