Sponsored

The Analysis of ANCHOR CAPITAL ADVISORS LLC's Holdings & P&L

Currently, ANCHOR CAPITAL ADVISORS LLC holds 251 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in N/A (+461.7K shares, valued at $30.1M), BLDR (+348.6K shares, valued at $28.7M), PAYC (+183.2K shares, valued at $22.3M); decreased their positions in BWXT (-171.5K shares, valued at $35.1M), AJG (-144.5K shares, valued at $31.3M), HAL (-767.3K shares, valued at $29.9M); initiated new positions in N/A (+461.7K shares, valued at $30.1M), BLDR (+348.6K shares, valued at $28.7M), PAYC (+183.2K shares, valued at $22.3M).

1M P&L

-3.1M-0.10%

3M P&L

-37.0M-1.14%

HY P&L

+253.4M+8.55%

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/A234.4M

7.8%

2Insurance - Property & Casualty190.7M

6.4%

3Utilities - Regulated Electric167.5M

5.6%

Top Industries by Stock Count

1N/A51 stocks

22.1%

2Banks - Regional7 stocks

3.0%

3Drug Manufacturers - General6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MCK MCKESSON CORP98.0K shares-11.36%2026-03-312026-05-12

CBOE CBOE GLOBAL MKTS INC290.8K shares-2.21%2026-03-312026-05-12

ADI ANALOG DEVICES INC242.7K shares-9.69%2026-03-312026-05-12

WRB BERKLEY W R CORP1.1M shares0.67%2026-03-312026-05-12

MTB M & T BK CORP347.7K shares-1.84%2026-03-312026-05-12

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC305.5K shares1.53%2026-03-312026-05-12

FANG DIAMONDBACK ENERGY INC351.8K shares-2.92%2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC330.8K shares-2.64%2026-03-312026-05-12

Sponsored

CRH PLC CRH PLC644.8K shares0.61%2026-03-312026-05-12

CASY CASEYS GEN STORES INC92.5K shares-4.21%2026-03-312026-05-12

APD AIR PRODUCTS AND CHEMICALS I218.0K shares10.57%2026-03-312026-05-12

MKL MARKEL GROUP INC32.4K shares-1.48%2026-03-312026-05-12

IDA IDACORP INC413.5K shares-0.98%2026-03-312026-05-12

LNT ALLIANT ENERGY CORP771.4K shares-0.94%2026-03-312026-05-12

GMED GLOBUS MED INC639.5K shares-8.03%2026-03-312026-05-12

LAMR LAMAR ADVERTISING CO432.5K shares-3.62%2026-03-312026-05-12

Sponsored

ALC ALCON AG696.7K shares-2.78%2026-03-312026-05-12

MAA MID-AMER APT CMNTYS INC422.1K shares7.42%2026-03-312026-05-12

HUBBELL INC HUBBELL INC104.9K shares-2.42%2026-03-312026-05-12

CNH CNH INDL N V4.6M shares48.61%2026-03-312026-05-12

CTVA CORTEVA INC598.6K shares-6.07%2026-03-312026-05-12

HSY HERSHEY CO240.3K shares-3.82%2026-03-312026-05-12

QNITY ELECTRONICS INC QNITY ELECTRONICS INC432.0K shares-1.21%2026-03-312026-05-12

XEL XCEL ENERGY INC616.6K shares-1.08%2026-03-312026-05-12

Sponsored

SNX TD SYNNEX CORPORATION288.8K shares-1.61%2026-03-312026-05-12

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.1M shares-3.97%2026-03-312026-05-12

AVY AVERY DENNISON CORP270.1K shares-0.52%2026-03-312026-05-12

EXPD EXPEDITORS INTL WASH INC325.5K shares-3.17%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC217.3K shares-0.94%2026-03-312026-05-12

TOL TOLL BROTHERS INC327.1K shares-3.80%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO151.1K shares1.32%2026-03-312026-05-12

GEHC GE HEALTHCARE TECHNOLOGIES I620.5K shares-7.79%2026-03-312026-05-12

Sponsored

OTIS OTIS WORLDWIDE CORP555.2K shares2.09%2026-03-312026-05-12

YUM YUM BRANDS INC274.4K shares0.39%2026-03-312026-05-12

ACGL ARCH CAP GROUP LTD443.1K shares0.68%2026-03-312026-05-12

TECK TECK RESOURCES LTD792.6K shares25.27%2026-03-312026-05-12

IWS ISHARES TR278.4K shares-11.57%2026-03-312026-05-12

CORPAY INC CORPAY INC137.5K shares10.20%2026-03-312026-05-12

CROWN CASTLE INC CROWN CASTLE INC489.6K shares25.50%2026-03-312026-05-12

KDP KEURIG DR PEPPER INC1.5M shares15.81%2026-03-312026-05-12

Sponsored

SOLV SOLVENTUM CORP590.3K shares0.41%2026-03-312026-05-12

ADSK AUTODESK INC147.0K shares-0.35%2026-03-312026-05-12

REXR REXFORD INDL RLTY INC1.1M shares-0.86%2026-03-312026-05-12

WSO WATSCO INC91.4K shares7.01%2026-03-312026-05-12

SHY ISHARES TR398.8K shares58.68%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL65.8K shares36.09%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON125.6K shares-15.46%2026-03-312026-05-12

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC461.7K sharesnew addition2026-03-312026-05-12

Sponsored

BSX BOSTON SCIENTIFIC CORP463.7K shares0.96%2026-03-312026-05-12

BLDR BUILDERS FIRSTSOURCE INC348.6K sharesnew addition2026-03-312026-05-12

FLR FLUOR CORP591.6K shares-4.29%2026-03-312026-05-12

BR BROADRIDGE FINL SOLUTIONS IN168.2K shares1.45%2026-03-312026-05-12

IEI ISHARES TR226.7K shares17.31%2026-03-312026-05-12

RTX RTX CORPORATION137.1K shares0.05%2026-03-312026-05-12

MSFT MICROSOFT CORP71.4K shares11.08%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC60.1K shares-1.31%2026-03-312026-05-12

Sponsored

SHEL SHELL PLC262.0K shares0.25%2026-03-312026-05-12

CVX CHEVRON CORPORATION117.6K shares0.32%2026-03-312026-05-12

CB CHUBB LTD SWITZ73.0K shares-0.24%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC27.5K shares-19.03%2026-03-312026-05-12

AMAT APPLIED MATLS INC65.3K shares-11.86%2026-03-312026-05-12

PAYC PAYCOM SOFTWARE INC183.2K sharesnew addition2026-03-312026-05-12

RIO RIO TINTO PLC234.3K shares12.43%2026-03-312026-05-12

MCD MCDONALDS CORP68.6K shares30.82%2026-03-312026-05-12

Sponsored

ETR ENTERGY CORP NEW187.0K shares-0.19%2026-03-312026-05-12

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC274.5K shares-0.62%2026-03-312026-05-12

PEP PEPSICO INC129.6K shares2.04%2026-03-312026-05-12

LOW LOWES COS INC84.3K shares39.63%2026-03-312026-05-12

CME CME GROUP INC67.1K shares2.03%2026-03-312026-05-12

IEF ISHARES TR198.8K shares-14.23%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP30.3K shares-0.29%2026-03-312026-05-12

MPC MARATHON PETE CORP72.6K shares6.32%2026-03-312026-05-12

Sponsored

V VISA INC58.3K shares39.63%2026-03-312026-05-12

IGSB ISHARES TR328.6K shares2.64%2026-03-312026-05-12

AMT AMERICAN TOWER CORP95.3K shares50.79%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO53.2K shares-0.23%2026-03-312026-05-12

INTC INTEL CORP347.6K shares4.55%2026-03-312026-05-12

UNP UNION PAC CORP63.0K shares2.54%2026-03-312026-05-12

SHV ISHARES TR134.8K shares-0.97%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP16.5K shares-1.64%2026-03-312026-05-12

Sponsored

HON HONEYWELL INTL INC65.4K shares3.40%2026-03-312026-05-12

WMT WALMART INC117.4K shares-24.79%2026-03-312026-05-12

ABT ABBOTT LABORATORIES136.8K shares0.60%2026-03-312026-05-12

SLB SLB LIMITED265.3K shares14.57%2026-03-312026-05-12

ABBV ABBVIE INC62.5K shares0.19%2026-03-312026-05-12

O REALTY INCOME CORP213.8K shares1.39%2026-03-312026-05-12

IGIB ISHARES TR221.1K shares0.50%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC54.8K sharesnew addition2026-03-312026-05-12

Sponsored

PG PROCTER & GAMBLE CO71.9K shares-31.53%2026-03-312026-05-12

AHR AMERICAN HEALTHCARE REIT INC177.7K shares3.26%2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS10.3K shares-17.61%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC16.0K shares-39.58%2026-03-312026-05-12

AAPL APPLE INC28.9K shares-0.24%2026-03-312026-05-12

JPLD J P MORGAN EXCHANGE TRADED F137.1K sharesnew addition2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR200.0K sharesnew addition2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS69.4K shares-2.31%2026-03-312026-05-12

Sponsored

IWB ISHARES TR14.5K shares0.01%2026-03-312026-05-12

FLXR TCW ETF TRUST128.5K sharesnew addition2026-03-312026-05-12

PGR PROGRESSIVE CORP24.2K shares-66.37%2026-03-312026-05-12

BWXT BWX TECHNOLOGIES INC23.0K shares-88.18%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS56.0K shares-2.29%2026-03-312026-05-12

TPL TEXAS PACIFIC LAND CORPORATI9.6K shares2.98%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC12.2K shares-0.74%2026-03-312026-05-12

MGNR AMERICAN BEACON SELECT FUNDS79.3K shares6.34%2026-03-312026-05-12

Sponsored

SUI SUN CMNTYS INC31.4K shares-14.61%2026-03-312026-05-12

FENI FIDELITY COVINGTON TRUST105.9K sharesnew addition2026-03-312026-05-12

MGY MAGNOLIA OIL & GAS CORP108.5K shares-9.92%2026-03-312026-05-12

RUSC RUSSELL INVTS EXCHANGE TRADE106.2K shares0.04%2026-03-312026-05-12

IWD ISHARES TR15.6K shares-77.00%2026-03-312026-05-12

CHRD CHORD ENERGY CORPORATION22.8K shares25.85%2026-03-312026-05-12

NIC NICOLET BANKSHARES INC21.2K shares-1.03%2026-03-312026-05-12

LQD ISHARES TR27.8K shares-2.93%2026-03-312026-05-12

Sponsored

SENEA SENECA FOODS CORP NEW19.3K shares-1.64%2026-03-312026-05-12

ICFI ICF INTL INC44.5K shares39.87%2026-03-312026-05-12

CNOB CONNECTONE BANCORP INC108.2K shares-0.18%2026-03-312026-05-12

RPM RPM INTL INC28.5K shares23.95%2026-03-312026-05-12

UNILEVER PLC UNILEVER PLC49.6K shares2.19%2026-03-312026-05-12

TTC TORO CO29.9K shares-0.22%2026-03-312026-05-12

IWR ISHARES TR28.4K shares-9.31%2026-03-312026-05-12

MINT PIMCO ETF TR26.7K shares-4.94%2026-03-312026-05-12

Sponsored

EG EVEREST GROUP LTD8.1K shares-0.26%2026-03-312026-05-12

NTGR NETGEAR INC120.6K shares38.79%2026-03-312026-05-12

IWM ISHARES TR10.6K shares-5.42%2026-03-312026-05-12

JCI JOHNSON CONTROLS INTERNATION19.8K shares0.00%2026-03-312026-05-12

DAKT DAKTRONICS INC121.3K shares17.88%2026-03-312026-05-12

CBU COMMUNITY FINANCIAL SYSTEM I39.2K shares-0.13%2026-03-312026-05-12

MGRC MCGRATH RENTCORP20.6K shares127.88%2026-03-312026-05-12

UBSI UNITED BANKSHARES INC WEST V53.1K shares-0.40%2026-03-312026-05-12

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.7K shares43.52%2026-03-312026-05-12

CVCO CAVCO INDS INC DEL4.5K shares-0.77%2026-03-312026-05-12

PJT PJT PARTNERS INC15.4K shares23.42%2026-03-312026-05-12

SKYW SKYWEST INC23.0K shares36.23%2026-03-312026-05-12

UTL UNITIL CORP40.2K shares-1.79%2026-03-312026-05-12

HLMN HILLMAN SOLUTIONS CORP252.5K shares3.48%2026-03-312026-05-12

STAG STAG INDUSTRIAL INC55.1K shares-0.18%2026-03-312026-05-12

ALPHABET INC ALPHABET INC6.8K shares-0.79%2026-03-312026-05-12

Sponsored

MSA MSA SAFETY INC11.8K shares0.07%2026-03-312026-05-12

AON PLC AON PLC5.9K shares-0.17%2026-03-312026-05-12

HWKN HAWKINS INC12.5K shares-0.82%2026-03-312026-05-12

XOM EXXON MOBIL CORP10.5K shares-1.02%2026-03-312026-05-12

NNI NELNET INC13.8K shares-1.65%2026-03-312026-05-12

BAH BOOZ ALLEN HAMILTON HLDG COR22.8K shares-5.30%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS21.7K shares-37.57%2026-03-312026-05-12

SSD SIMPSON MFG INC9.4K shares-0.24%2026-03-312026-05-12

Sponsored

WINA WINMARK CORP3.7K shares-0.03%2026-03-312026-05-12

PRGS PROGRESS SOFTWARE CORP60.7K shares0.10%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO17.4K shares-1.51%2026-03-312026-05-12

MEC MAYVILLE ENGR CO INC81.4K shares-24.81%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS24.9K shares-9.11%2026-03-312026-05-12

ALPHABET INC ALPHABET INC5.0K shares-0.93%2026-03-312026-05-12

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC12.7K shares-25.64%2026-03-312026-05-12

IRT INDEPENDENCE RLTY TR INC91.3K shares0.82%2026-03-312026-05-12

Sponsored

FBND FIDELITY MERRIMACK STR TR29.4K shares8.54%2026-03-312026-05-12

VV VANGUARD INDEX FDS4.4K shares-0.34%2026-03-312026-05-12

SAFT SAFETY INS GROUP INC17.2K shares0.02%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC21.3K shares-4.55%2026-03-312026-05-12

KO COCA COLA CO14.8K shares-3.82%2026-03-312026-05-12

IVV ISHARES TR1.7K shares-11.65%2026-03-312026-05-12

IWN ISHARES TR5.6K shares-16.63%2026-03-312026-05-12

ULH UNIVERSAL LOGISTICS HLDGS IN49.9K shares2.79%2026-03-312026-05-12

Sponsored

SYK STRYKER CORPORATION3.1K shares0.00%2026-03-312026-05-12

ATMU ATMUS FILTRATION TECHNOLOGIE18.0K shares-0.38%2026-03-312026-05-12

ETON ETON PHARMACEUTICALS INC40.9K shares0.47%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW3.0K shares-0.74%2026-03-312026-05-12

IGF ISHARES TR14.3K shares-10.47%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS14.9K shares-19.56%2026-03-312026-05-12

BV BRIGHTVIEW HLDGS INC79.6K shares3.88%2026-03-312026-05-12

AMZN AMAZON COM INC4.3K shares-5.33%2026-03-312026-05-12

Sponsored

ORCL ORACLE CORP6.0K shares0.00%2026-03-312026-05-12

EFA ISHARES TR8.9K shares-6.56%2026-03-312026-05-12

UFPT UFP TECHNOLOGIES INC4.4K shares-5.81%2026-03-312026-05-12

CTRN CITI TRENDS INC19.3K shares-0.20%2026-03-312026-05-12

SSNC SS&C TECH HLDGS12.3K shares-46.44%2026-03-312026-05-12

QCOM QUALCOMM INC6.4K shares-2.51%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC9.2K shares-3.62%2026-03-312026-05-12

HAL HALLIBURTON CO20.1K shares-97.44%2026-03-312026-05-12

Sponsored

CSCO CISCO SYS INC10.1K shares0.00%2026-03-312026-05-12

CHCT COMMUNITY HEALTHCARE TR INC49.1K shares1.88%2026-03-312026-05-12

CXT CRANE NXT CO18.9K shares4.98%2026-03-312026-05-12

STT STATE STR CORP6.0K shares-1.25%2026-03-312026-05-12

VTI VANGUARD INDEX FDS2.3K shares21.77%2026-03-312026-05-12

ACWI ISHARES TR5.4K shares-0.31%2026-03-312026-05-12

CMCSA COMCAST CORP NEW25.5K shares-11.70%2026-03-312026-05-12

GOVT ISHARES TR31.1K shares0.00%2026-03-312026-05-12

Sponsored

BA BOEING CO3.5K shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO721 shares0.00%2026-03-312026-05-12

HOLX HOLOGIC INC8.7K shares-40.86%2026-03-312026-05-12

CAT CATERPILLAR INC922 shares0.00%2026-03-312026-05-12

FAF FIRST AMERN FINL CORP10.6K shares-13.49%2026-03-312026-05-12

CROX CROCS INC7.6K shares3.76%2026-03-312026-05-12

COP CONOCOPHILLIPS4.5K shares0.00%2026-03-312026-05-12

AME AMETEK INC2.7K shares0.00%2026-03-312026-05-12

Sponsored

VIOO VANGUARD ADMIRAL FDS INC5.1K shares43.58%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC2.2K shares0.00%2026-03-312026-05-12

XPO XPO INC2.9K shares0.00%2026-03-312026-05-12

PYPL PAYPAL HLDGS INC12.2K shares-10.06%2026-03-312026-05-12

TXN TEXAS INSTRS INC2.8K shares0.00%2026-03-312026-05-12

IJJ ISHARES TR4.1K shares-58.26%2026-03-312026-05-12

NSIT INSIGHT ENTERPRISES INC7.9K shares-10.17%2026-03-312026-05-12

RMD RESMED INC2.3K shares0.00%2026-03-312026-05-12

Sponsored

LYFT LYFT INC37.1K shares3.34%2026-03-312026-05-12

ES EVERSOURCE ENERGY6.7K shares0.00%2026-03-312026-05-12

IJH ISHARES TR6.8K sharesnew addition2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T672 shares-1.75%2026-03-312026-05-12

AMGN AMGEN INC1.2K shares0.00%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP1.5K shares-55.60%2026-03-312026-05-12

IEFA ISHARES TR4.7K shares0.00%2026-03-312026-05-12

ULTA ULTA BEAUTY INC777 shares-4.66%2026-03-312026-05-12

Sponsored

GLD SPDR GOLD TR923 shares8.97%2026-03-312026-05-12

MAGS LISTED FDS TR6.7K shares0.00%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS5.1K shares0.00%2026-03-312026-05-12

MGK VANGUARD WORLD FD1.0K sharesnew addition2026-03-312026-05-12

AOS SMITH A O CORP5.4K shares-42.96%2026-03-312026-05-12

IJR ISHARES TR2.9K sharesnew addition2026-03-312026-05-12

AGG ISHARES TR3.5K shares0.00%2026-03-312026-05-12

SAIC SCIENCE APPLICATIONS INTL CO3.7K shares-15.29%2026-03-312026-05-12

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40546 shares-1.62%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS3.7K shares-1.51%2026-03-312026-05-12

VCLT VANGUARD SCOTTSDALE FDS4.4K shares6.41%2026-03-312026-05-12

FDS FACTSET RESH SYS INC1.5K shares0.00%2026-03-312026-05-12

FLOT ISHARES TR6.2K shares11.71%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC2.6K shares-5.88%2026-03-312026-05-12

HD HOME DEPOT INC887 shares0.00%2026-03-312026-05-12

KR KROGER CO4.0K shares0.00%2026-03-312026-05-12

Sponsored

UI UBIQUITI INC356 sharesnew addition2026-03-312026-05-12

SO SOUTHERN CO2.9K shares-4.17%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F5.0K shares-16.85%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION270 sharesnew addition2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS5.5K shares0.00%2026-03-312026-05-12

NVS NOVARTIS AG1.7K shares0.00%2026-03-312026-05-12

WWD WOODWARD INC715 shares-23.53%2026-03-312026-05-12

VTC VANGUARD SCOTTSDALE FDS3.1K shares0.00%2026-03-312026-05-12

Sponsored

EEM ISHARES TR4.2K sharesnew addition2026-03-312026-05-12

VNT VONTIER CORPORATION6.7K shares-31.38%2026-03-312026-05-12

IWX ISHARES TR2.5K shares0.00%2026-03-312026-05-12

COMT ISHARES U S ETF TR6.8K sharesnew addition2026-03-312026-05-12

TJX TJX COS INC NEW1.4K shares0.00%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS1.1K shares3.34%2026-03-312026-05-12

HCI HCI GROUP INC1.4K shares-33.41%2026-03-312026-05-12

AJG GALLAGHER ARTHUR J & CO1.0K shares-99.31%2026-03-312026-05-12

Sponsored

IBDT ISHARES TR8.6K sharesnew addition2026-03-312026-05-12

STIP ISHARES TR2.1K shares0.00%2026-03-312026-05-12

TOTALENERGIES SE TOTALENERGIES SE2.3K sharesnew addition2026-03-312026-05-12

MFC MANULIFE FINL CORP6.0K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC361 shares0.00%2026-03-312026-05-12

VOT VANGUARD INDEX FDS786 sharesnew addition2026-03-312026-05-12

GNR SPDR INDEX SHS FDS2.7K sharesnew addition2026-03-312026-05-12

RGLD ROYAL GOLD INC792 sharesnew addition2026-03-312026-05-12

Sponsored

GPC GENUINE PARTS CO1.9K shares-89.92%2026-03-312026-05-12

RKT ROCKET COS INC14.0K shares0.00%2026-03-312026-05-12

EVLV EVOLV TECHNOLOGIES HLDNGS IN16.3K shares0.00%2026-03-312026-05-12

MCK

MCKESSON CORP

-11.36%

Shares98.0K

Event2026-03-31

Filed2026-05-12

CBOE

CBOE GLOBAL MKTS INC

-2.21%

Shares290.8K

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC

-9.69%

Shares242.7K

Event2026-03-31

Filed2026-05-12

WRB

BERKLEY W R CORP

0.67%

Shares1.1M

Event2026-03-31

Filed2026-05-12

MTB

M & T BK CORP

-1.84%

Shares347.7K

Event2026-03-31

Filed2026-05-12

FERGUSON ENTERPRISES INC

1.53%

Shares305.5K

Event2026-03-31

Filed2026-05-12

FANG

DIAMONDBACK ENERGY INC

-2.92%

Shares351.8K

Event2026-03-31

Filed2026-05-12

PNC

PNC FINL SVCS GROUP INC

-2.64%

Shares330.8K

Event2026-03-31

Filed2026-05-12

CRH PLC

0.61%

Shares644.8K

Event2026-03-31

Filed2026-05-12

CASY

CASEYS GEN STORES INC

-4.21%

Shares92.5K

Event2026-03-31

Filed2026-05-12

APD

AIR PRODUCTS AND CHEMICALS I

10.57%

Shares218.0K

Event2026-03-31

Filed2026-05-12

MKL

MARKEL GROUP INC

-1.48%

Shares32.4K

Event2026-03-31

Filed2026-05-12

IDA

IDACORP INC

-0.98%

Shares413.5K

Event2026-03-31

Filed2026-05-12

LNT

ALLIANT ENERGY CORP

-0.94%

Shares771.4K

Event2026-03-31

Filed2026-05-12

GMED

GLOBUS MED INC

-8.03%

Shares639.5K

Event2026-03-31

Filed2026-05-12

LAMR

LAMAR ADVERTISING CO

-3.62%

Shares432.5K

Event2026-03-31

Filed2026-05-12

ALC

ALCON AG

-2.78%

Shares696.7K

Event2026-03-31

Filed2026-05-12

MAA

MID-AMER APT CMNTYS INC

7.42%

Shares422.1K

Event2026-03-31

Filed2026-05-12

HUBBELL INC

-2.42%

Shares104.9K

Event2026-03-31

Filed2026-05-12

CNH

CNH INDL N V

48.61%

Shares4.6M

Event2026-03-31

Filed2026-05-12

CTVA

CORTEVA INC

-6.07%

Shares598.6K

Event2026-03-31

Filed2026-05-12

HSY

HERSHEY CO

-3.82%

Shares240.3K

Event2026-03-31

Filed2026-05-12

QNITY ELECTRONICS INC

-1.21%

Shares432.0K

Event2026-03-31

Filed2026-05-12

XEL

XCEL ENERGY INC

-1.08%

Shares616.6K

Event2026-03-31

Filed2026-05-12

SNX

TD SYNNEX CORPORATION

-1.61%

Shares288.8K

Event2026-03-31

Filed2026-05-12

DUPONT DE NEMOURS INC

-3.97%

Shares1.1M

Event2026-03-31

Filed2026-05-12

AVY

AVERY DENNISON CORP

-0.52%

Shares270.1K

Event2026-03-31

Filed2026-05-12

EXPD

EXPEDITORS INTL WASH INC

-3.17%

Shares325.5K

Event2026-03-31

Filed2026-05-12

TE CONNECTIVITY PLC

-0.94%

Shares217.3K

Event2026-03-31

Filed2026-05-12

TOL

TOLL BROTHERS INC

-3.80%

Shares327.1K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

1.32%

Shares151.1K

Event2026-03-31

Filed2026-05-12

GEHC

GE HEALTHCARE TECHNOLOGIES I

-7.79%

Shares620.5K

Event2026-03-31

Filed2026-05-12

OTIS

OTIS WORLDWIDE CORP

2.09%

Shares555.2K

Event2026-03-31

Filed2026-05-12

YUM

YUM BRANDS INC

0.39%

Shares274.4K

Event2026-03-31

Filed2026-05-12

ACGL

ARCH CAP GROUP LTD

0.68%

Shares443.1K

Event2026-03-31

Filed2026-05-12

TECK

TECK RESOURCES LTD

25.27%

Shares792.6K

Event2026-03-31

Filed2026-05-12

IWS

ISHARES TR

-11.57%

Shares278.4K

Event2026-03-31

Filed2026-05-12

CORPAY INC

10.20%

Shares137.5K

Event2026-03-31

Filed2026-05-12

CROWN CASTLE INC

25.50%

Shares489.6K

Event2026-03-31

Filed2026-05-12

KDP

KEURIG DR PEPPER INC

15.81%

Shares1.5M

Event2026-03-31

Filed2026-05-12

SOLV

SOLVENTUM CORP

0.41%

Shares590.3K

Event2026-03-31

Filed2026-05-12

ADSK

AUTODESK INC

-0.35%

Shares147.0K

Event2026-03-31

Filed2026-05-12

REXR

REXFORD INDL RLTY INC

-0.86%

Shares1.1M

Event2026-03-31

Filed2026-05-12

WSO

WATSCO INC

7.01%

Shares91.4K

Event2026-03-31

Filed2026-05-12

SHY

ISHARES TR

58.68%

Shares398.8K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

36.09%

Shares65.8K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-15.46%

Shares125.6K

Event2026-03-31

Filed2026-05-12

SUNBELT RENTALS HOLDINGS INC

New

Shares461.7K

Event2026-03-31

Filed2026-05-12

BSX

BOSTON SCIENTIFIC CORP

0.96%

Shares463.7K

Event2026-03-31

Filed2026-05-12

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares348.6K

Event2026-03-31

Filed2026-05-12

FLR

FLUOR CORP

-4.29%

Shares591.6K

Event2026-03-31

Filed2026-05-12

BROADRIDGE FINL SOLUTIONS IN

1.45%

Shares168.2K

Event2026-03-31

Filed2026-05-12

IEI

ISHARES TR

17.31%

Shares226.7K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

0.05%

Shares137.1K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

11.08%

Shares71.4K

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC

-1.31%

Shares60.1K

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC

0.25%

Shares262.0K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

0.32%

Shares117.6K

Event2026-03-31

Filed2026-05-12

CHUBB LTD SWITZ

-0.24%

Shares73.0K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

-19.03%

Shares27.5K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-11.86%

Shares65.3K

Event2026-03-31

Filed2026-05-12

PAYC

PAYCOM SOFTWARE INC

New

Shares183.2K

Event2026-03-31

Filed2026-05-12

RIO

RIO TINTO PLC

12.43%

Shares234.3K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

30.82%

Shares68.6K

Event2026-03-31

Filed2026-05-12

ETR

ENTERGY CORP NEW

-0.19%

Shares187.0K

Event2026-03-31

Filed2026-05-12

SOLSTICE ADVANCED MATLS INC

-0.62%

Shares274.5K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

2.04%

Shares129.6K

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC

39.63%

Shares84.3K

Event2026-03-31

Filed2026-05-12

CME

CME GROUP INC

2.03%

Shares67.1K

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

-14.23%

Shares198.8K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-0.29%

Shares30.3K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

6.32%

Shares72.6K

Event2026-03-31

Filed2026-05-12

VISA INC

39.63%

Shares58.3K

Event2026-03-31

Filed2026-05-12

IGSB

ISHARES TR

2.64%

Shares328.6K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP

50.79%

Shares95.3K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

-0.23%

Shares53.2K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

4.55%

Shares347.6K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

2.54%

Shares63.0K

Event2026-03-31

Filed2026-05-12

SHV

ISHARES TR

-0.97%

Shares134.8K

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP

-1.64%

Shares16.5K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

3.40%

Shares65.4K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-24.79%

Shares117.4K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

0.60%

Shares136.8K

Event2026-03-31

Filed2026-05-12

SLB

SLB LIMITED

14.57%

Shares265.3K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

0.19%

Shares62.5K

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP

1.39%

Shares213.8K

Event2026-03-31

Filed2026-05-12

IGIB

ISHARES TR

0.50%

Shares221.1K

Event2026-03-31

Filed2026-05-12

ASTRAZENECA PLC

New

Shares54.8K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-31.53%

Shares71.9K

Event2026-03-31

Filed2026-05-12

AHR

AMERICAN HEALTHCARE REIT INC

3.26%

Shares177.7K

Event2026-03-31

Filed2026-05-12

REGN

REGENERON PHARMACEUTICALS

-17.61%

Shares10.3K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

-39.58%

Shares16.0K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-0.24%

Shares28.9K

Event2026-03-31

Filed2026-05-12

JPLD

J P MORGAN EXCHANGE TRADED F

New

Shares137.1K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

New

Shares200.0K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

-2.31%

Shares69.4K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

0.01%

Shares14.5K

Event2026-03-31

Filed2026-05-12

FLXR

TCW ETF TRUST

New

Shares128.5K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

-66.37%

Shares24.2K

Event2026-03-31

Filed2026-05-12

BWXT

BWX TECHNOLOGIES INC

-88.18%

Shares23.0K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

-2.29%

Shares56.0K

Event2026-03-31

Filed2026-05-12

TPL

TEXAS PACIFIC LAND CORPORATI

2.98%

Shares9.6K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

-0.74%

Shares12.2K

Event2026-03-31

Filed2026-05-12

MGNR

AMERICAN BEACON SELECT FUNDS

6.34%

Shares79.3K

Event2026-03-31

Filed2026-05-12

SUI

SUN CMNTYS INC

-14.61%

Shares31.4K

Event2026-03-31

Filed2026-05-12

FENI

FIDELITY COVINGTON TRUST

New

Shares105.9K

Event2026-03-31

Filed2026-05-12

MGY

MAGNOLIA OIL & GAS CORP

-9.92%

Shares108.5K

Event2026-03-31

Filed2026-05-12

RUSC

RUSSELL INVTS EXCHANGE TRADE

0.04%

Shares106.2K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

-77.00%

Shares15.6K

Event2026-03-31

Filed2026-05-12

CHRD

CHORD ENERGY CORPORATION

25.85%

Shares22.8K

Event2026-03-31

Filed2026-05-12

NIC

NICOLET BANKSHARES INC

-1.03%

Shares21.2K

Event2026-03-31

Filed2026-05-12

LQD

ISHARES TR

-2.93%

Shares27.8K

Event2026-03-31

Filed2026-05-12

SENEA

SENECA FOODS CORP NEW

-1.64%

Shares19.3K

Event2026-03-31

Filed2026-05-12

ICFI

ICF INTL INC

39.87%

Shares44.5K

Event2026-03-31

Filed2026-05-12

CNOB

CONNECTONE BANCORP INC

-0.18%

Shares108.2K

Event2026-03-31

Filed2026-05-12

RPM

RPM INTL INC

23.95%

Shares28.5K

Event2026-03-31

Filed2026-05-12

UNILEVER PLC

2.19%

Shares49.6K

Event2026-03-31

Filed2026-05-12

TTC

TORO CO

-0.22%

Shares29.9K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

-9.31%

Shares28.4K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

-4.94%

Shares26.7K

Event2026-03-31

Filed2026-05-12

EVEREST GROUP LTD

-0.26%

Shares8.1K

Event2026-03-31

Filed2026-05-12

NTGR

NETGEAR INC

38.79%

Shares120.6K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

-5.42%

Shares10.6K

Event2026-03-31

Filed2026-05-12

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares19.8K

Event2026-03-31

Filed2026-05-12

DAKT

DAKTRONICS INC

17.88%

Shares121.3K

Event2026-03-31

Filed2026-05-12

CBU

COMMUNITY FINANCIAL SYSTEM I

-0.13%

Shares39.2K

Event2026-03-31

Filed2026-05-12

MGRC

MCGRATH RENTCORP

127.88%

Shares20.6K

Event2026-03-31

Filed2026-05-12

UBSI

UNITED BANKSHARES INC WEST V

-0.40%

Shares53.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

43.52%

Shares3.7K

Event2026-03-31

Filed2026-05-12

CVCO

CAVCO INDS INC DEL

-0.77%

Shares4.5K

Event2026-03-31

Filed2026-05-12

PJT

PJT PARTNERS INC

23.42%

Shares15.4K

Event2026-03-31

Filed2026-05-12

SKYW

SKYWEST INC

36.23%

Shares23.0K

Event2026-03-31

Filed2026-05-12

UTL

UNITIL CORP

-1.79%

Shares40.2K

Event2026-03-31

Filed2026-05-12

HLMN

HILLMAN SOLUTIONS CORP

3.48%

Shares252.5K

Event2026-03-31

Filed2026-05-12

STAG

STAG INDUSTRIAL INC

-0.18%

Shares55.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.79%

Shares6.8K

Event2026-03-31

Filed2026-05-12

MSA

MSA SAFETY INC

0.07%

Shares11.8K

Event2026-03-31

Filed2026-05-12

AON PLC

-0.17%

Shares5.9K

Event2026-03-31

Filed2026-05-12

HWKN

HAWKINS INC

-0.82%

Shares12.5K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-1.02%

Shares10.5K

Event2026-03-31

Filed2026-05-12

NNI

NELNET INC

-1.65%

Shares13.8K

Event2026-03-31

Filed2026-05-12

BAH

BOOZ ALLEN HAMILTON HLDG COR

-5.30%

Shares22.8K

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

-37.57%

Shares21.7K

Event2026-03-31

Filed2026-05-12

SSD

SIMPSON MFG INC

-0.24%

Shares9.4K

Event2026-03-31

Filed2026-05-12

WINA

WINMARK CORP

-0.03%

Shares3.7K

Event2026-03-31

Filed2026-05-12

PRGS

PROGRESS SOFTWARE CORP

0.10%

Shares60.7K

Event2026-03-31

Filed2026-05-12

COLGATE PALMOLIVE CO

-1.51%

Shares17.4K

Event2026-03-31

Filed2026-05-12

MEC

MAYVILLE ENGR CO INC

-24.81%

Shares81.4K

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

-9.11%

Shares24.9K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.93%

Shares5.0K

Event2026-03-31

Filed2026-05-12

APOLLO GLOBAL MGMT INC

-25.64%

Shares12.7K

Event2026-03-31

Filed2026-05-12

IRT

INDEPENDENCE RLTY TR INC

0.82%

Shares91.3K

Event2026-03-31

Filed2026-05-12

FBND

FIDELITY MERRIMACK STR TR

8.54%

Shares29.4K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-0.34%

Shares4.4K

Event2026-03-31

Filed2026-05-12

SAFT

SAFETY INS GROUP INC

0.02%

Shares17.2K

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC

-4.55%

Shares21.3K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

-3.82%

Shares14.8K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-11.65%

Shares1.7K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES TR

-16.63%

Shares5.6K

Event2026-03-31

Filed2026-05-12

ULH

UNIVERSAL LOGISTICS HLDGS IN

2.79%

Shares49.9K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-12

ATMU

ATMUS FILTRATION TECHNOLOGIE

-0.38%

Shares18.0K

Event2026-03-31

Filed2026-05-12

ETON

ETON PHARMACEUTICALS INC

0.47%

Shares40.9K

Event2026-03-31

Filed2026-05-12

MAR

MARRIOTT INTL INC NEW

-0.74%

Shares3.0K

Event2026-03-31

Filed2026-05-12

IGF

ISHARES TR

-10.47%

Shares14.3K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-19.56%

Shares14.9K

Event2026-03-31

Filed2026-05-12

BRIGHTVIEW HLDGS INC

3.88%

Shares79.6K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-5.33%

Shares4.3K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

-6.56%

Shares8.9K

Event2026-03-31

Filed2026-05-12

UFPT

UFP TECHNOLOGIES INC

-5.81%

Shares4.4K

Event2026-03-31

Filed2026-05-12

CTRN

CITI TRENDS INC

-0.20%

Shares19.3K

Event2026-03-31

Filed2026-05-12

SSNC

SS&C TECH HLDGS

-46.44%

Shares12.3K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

-2.51%

Shares6.4K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

-3.62%

Shares9.2K

Event2026-03-31

Filed2026-05-12

HAL

HALLIBURTON CO

-97.44%

Shares20.1K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-12

CHCT

COMMUNITY HEALTHCARE TR INC

1.88%

Shares49.1K

Event2026-03-31

Filed2026-05-12

CXT

CRANE NXT CO

4.98%

Shares18.9K

Event2026-03-31

Filed2026-05-12

STT

STATE STR CORP

-1.25%

Shares6.0K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

21.77%

Shares2.3K

Event2026-03-31

Filed2026-05-12

ACWI

ISHARES TR

-0.31%

Shares5.4K

Event2026-03-31

Filed2026-05-12

CMCSA

COMCAST CORP NEW

-11.70%

Shares25.5K

Event2026-03-31

Filed2026-05-12

GOVT

ISHARES TR

0.00%

Shares31.1K

Event2026-03-31

Filed2026-05-12

BOEING CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

0.00%

Shares721

Event2026-03-31

Filed2026-05-12

HOLX

HOLOGIC INC

-40.86%

Shares8.7K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

0.00%

Shares922

Event2026-03-31

Filed2026-05-12

FAF

FIRST AMERN FINL CORP

-13.49%

Shares10.6K

Event2026-03-31

Filed2026-05-12

CROX

CROCS INC

3.76%

Shares7.6K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

AME

AMETEK INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-12

VIOO

VANGUARD ADMIRAL FDS INC

43.58%

Shares5.1K

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-12

XPO

XPO INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

PYPL

PAYPAL HLDGS INC

-10.06%

Shares12.2K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

IJJ

ISHARES TR

-58.26%

Shares4.1K

Event2026-03-31

Filed2026-05-12

NSIT

INSIGHT ENTERPRISES INC

-10.17%

Shares7.9K

Event2026-03-31

Filed2026-05-12

RMD

RESMED INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

LYFT

LYFT INC

3.34%

Shares37.1K

Event2026-03-31

Filed2026-05-12

EVERSOURCE ENERGY

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

New

Shares6.8K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-1.75%

Shares672

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHN CORP

-55.60%

Shares1.5K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

ULTA

ULTA BEAUTY INC

-4.66%

Shares777

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

8.97%

Shares923

Event2026-03-31

Filed2026-05-12

MAGS

LISTED FDS TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12

MGK

VANGUARD WORLD FD

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

AOS

SMITH A O CORP

-42.96%

Shares5.4K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

SAIC

SCIENCE APPLICATIONS INTL CO

-15.29%

Shares3.7K

Event2026-03-31

Filed2026-05-12

MDY

STATE STR SPDR S&P MIDCAP 40

-1.62%

Shares546

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

-1.51%

Shares3.7K

Event2026-03-31

Filed2026-05-12

VCLT

VANGUARD SCOTTSDALE FDS

6.41%

Shares4.4K

Event2026-03-31

Filed2026-05-12

FDS

FACTSET RESH SYS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

FLOT

ISHARES TR

11.71%

Shares6.2K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

-5.88%

Shares2.6K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

0.00%

Shares887

Event2026-03-31

Filed2026-05-12

KROGER CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

UBIQUITI INC

New

Shares356

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

-4.17%

Shares2.9K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

-16.85%

Shares5.0K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

New

Shares270

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-12

NVS

NOVARTIS AG

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

WWD

WOODWARD INC

-23.53%

Shares715

Event2026-03-31

Filed2026-05-12

VTC

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-12

EEM

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-05-12

VNT

VONTIER CORPORATION

-31.38%

Shares6.7K

Event2026-03-31

Filed2026-05-12

IWX

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

COMT

ISHARES U S ETF TR

New

Shares6.8K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

3.34%

Shares1.1K

Event2026-03-31

Filed2026-05-12

HCI

HCI GROUP INC

-33.41%

Shares1.4K

Event2026-03-31

Filed2026-05-12

AJG

GALLAGHER ARTHUR J & CO

-99.31%

Shares1.0K

Event2026-03-31

Filed2026-05-12

IBDT

ISHARES TR

New

Shares8.6K

Event2026-03-31

Filed2026-05-12

STIP

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

TOTALENERGIES SE

New

Shares2.3K

Event2026-03-31

Filed2026-05-12

MFC

MANULIFE FINL CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-12