Sponsored
The Analysis of ARCADIA INVESTMENT MANAGEMENT CORP/MI's Holdings & P&L
Currently, ARCADIA INVESTMENT MANAGEMENT CORP/MI holds 366 types of securities in its portfolio with a total value $583.9M. In the most recent quarter, they have increased their positions in VTRS (+1.2M shares, valued at $16.9M), META (+1.2K shares, valued at $705.4K), JPM (+2.1K shares, valued at $621.3K); decreased their positions in MINT (-42.1K shares, valued at $4.2M), SBUX (-24.9K shares, valued at $2.2M), ITW (-6.2K shares, valued at $1.6M); initiated new positions in GPN (+6.2K shares, valued at $419.3K), GEV (+468 shares, valued at $408.5K), DHS (+83 shares, valued at $9.1K).
1M P&L
+26.0M+4.90%
3M P&L
+33.4M+6.38%
HY P&L
+38.0M+7.33%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Software - Infrastructure57.8M
11.6%
2Semiconductors53.1M
10.7%
3Discount Stores27.2M
5.5%
Top Industries by Stock Count
1N/A54 stocks
16.1%
2Software - Application13 stocks
3.9%
3Semiconductors11 stocks
3.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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BROADCOM INC
-3.27%BROADCOM INC
Shares132.0K
Event2026-03-31
Filed2026-04-22
NVDA
0.25%NVIDIA CORPORATION
Shares176.9K
Event2026-03-31
Filed2026-04-22
AAPL
-1.34%APPLE INC
Shares100.8K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
-1.27%ALPHABET INC
Shares88.7K
Event2026-03-31
Filed2026-04-22
COST
-0.16%COSTCO WHOLESALE CORPORATION
Shares23.7K
Event2026-03-31
Filed2026-04-22
PANW
0.91%PALO ALTO NETWORKS INC
Shares137.2K
Event2026-03-31
Filed2026-04-22
SYK
1.00%STRYKER CORPORATION
Shares66.7K
Event2026-03-31
Filed2026-04-22
MPWR
-1.54%MONOLITHIC PWR SYS INC
Shares19.9K
Event2026-03-31
Filed2026-04-22
MSFT
-0.07%MICROSOFT CORP
Shares55.5K
Event2026-03-31
Filed2026-04-22
VTRS
1521.13%VIATRIS INC
Shares1.3M
Event2026-03-31
Filed2026-04-22
V
0.75%VISA INC
Shares56.4K
Event2026-03-31
Filed2026-04-22
TMO
0.17%THERMO FISHER SCIENTIFIC INC
Shares32.3K
Event2026-03-31
Filed2026-04-22
AMZN
0.38%AMAZON COM INC
Shares72.1K
Event2026-03-31
Filed2026-04-22
SU
-2.88%SUNCOR ENERGY INC NEW
Shares222.8K
Event2026-03-31
Filed2026-04-22
ICE
-0.33%INTERCONTINENTAL EXCHANGE IN
Shares90.8K
Event2026-03-31
Filed2026-04-22
ORLY
-4.44%OREILLY AUTOMOTIVE INC
Shares143.4K
Event2026-03-31
Filed2026-04-22
ASML
1.75%ASML HLDG NV
Shares9.7K
Event2026-03-31
Filed2026-04-22
MINT
-27.13%PIMCO ETF TR
Shares113.2K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
-3.42%ALPHABET INC
Shares38.4K
Event2026-03-31
Filed2026-04-22
NOW
5.39%SERVICENOW INC
Shares79.3K
Event2026-03-31
Filed2026-04-22
LLY
3.04%ELI LILLY & CO
Shares8.7K
Event2026-03-31
Filed2026-04-22
VEEV
1.34%VEEVA SYS INC
Shares43.8K
Event2026-03-31
Filed2026-04-22
TT
-2.33%TRANE TECHNOLOGIES PLC
Shares17.1K
Event2026-03-31
Filed2026-04-22
ACCENTURE PLC IRELAND
-8.05%ACCENTURE PLC IRELAND
Shares35.3K
Event2026-03-31
Filed2026-04-22
WSO
0.28%WATSCO INC
Shares18.1K
Event2026-03-31
Filed2026-04-22
META
12.09%META PLATFORMS INC
Shares11.4K
Event2026-03-31
Filed2026-04-22
CRWD
1.18%CROWDSTRIKE HLDGS INC
Shares16.3K
Event2026-03-31
Filed2026-04-22
AXP
-3.23%AMERICAN EXPRESS CO
Shares20.0K
Event2026-03-31
Filed2026-04-22
SBUX
-27.25%STARBUCKS CORP
Shares66.5K
Event2026-03-31
Filed2026-04-22
APD
-6.61%AIR PRODUCTS AND CHEMICALS I
Shares19.6K
Event2026-03-31
Filed2026-04-22
ITW
-22.79%ILLINOIS TOOL WKS INC
Shares21.1K
Event2026-03-31
Filed2026-04-22
ADBE
1.53%ADOBE INC
Shares21.2K
Event2026-03-31
Filed2026-04-22
ZS
4.28%ZSCALER INC
Shares36.0K
Event2026-03-31
Filed2026-04-22
CBRE
3.23%CBRE GROUP INC
Shares36.8K
Event2026-03-31
Filed2026-04-22
PSTG
7.31%EVERPURE INC
Shares80.0K
Event2026-03-31
Filed2026-04-22
ECL
-10.56%ECOLAB INC
Shares15.6K
Event2026-03-31
Filed2026-04-22
GFF
-0.15%GRIFFON CORP
Shares54.7K
Event2026-03-31
Filed2026-04-22
TSCO
-5.88%TRACTOR SUPPLY CO
Shares85.0K
Event2026-03-31
Filed2026-04-22
TPL
0.00%TEXAS PACIFIC LAND CORPORATI
Shares8.0K
Event2026-03-31
Filed2026-04-22
DLR
1.95%DIGITAL RLTY TR INC
Shares20.1K
Event2026-03-31
Filed2026-04-22
WMT
-3.34%WALMART INC
Shares29.1K
Event2026-03-31
Filed2026-04-22
HD
0.74%HOME DEPOT INC
Shares10.9K
Event2026-03-31
Filed2026-04-22
INTU
2.42%INTUIT
Shares8.0K
Event2026-03-31
Filed2026-04-22
IVV
-2.99%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-04-22
FAST
-15.43%FASTENAL CO
Shares68.5K
Event2026-03-31
Filed2026-04-22
URI
-0.74%UNITED RENTALS INC
Shares4.0K
Event2026-03-31
Filed2026-04-22
ADP
4.57%AUTOMATIC DATA PROCESSING IN
Shares13.4K
Event2026-03-31
Filed2026-04-22
AAON
19.29%AAON INC
Shares31.8K
Event2026-03-31
Filed2026-04-22
ORCL
-2.53%ORACLE CORP
Shares17.3K
Event2026-03-31
Filed2026-04-22
WTRG
-2.32%ESSENTIAL UTILS INC
Shares63.2K
Event2026-03-31
Filed2026-04-22
EFA
-0.77%ISHARES TR
Shares25.6K
Event2026-03-31
Filed2026-04-22
MOD
30.89%MODINE MFG CO
Shares10.9K
Event2026-03-31
Filed2026-04-22
AES
-3.32%AES CORP
Shares165.9K
Event2026-03-31
Filed2026-04-22
MTZ
12.99%MASTEC INC
Shares7.2K
Event2026-03-31
Filed2026-04-22
IR
-0.69%INGERSOLL RAND INC
Shares25.2K
Event2026-03-31
Filed2026-04-22
BDX
-2.84%BECTON DICKINSON & CO
Shares12.2K
Event2026-03-31
Filed2026-04-22
PWR
13.15%QUANTA SVCS INC
Shares3.3K
Event2026-03-31
Filed2026-04-22
BWXT
13.79%BWX TECHNOLOGIES INC
Shares8.1K
Event2026-03-31
Filed2026-04-22
BMY
-7.26%BRISTOL-MYERS SQUIBB CO
Shares26.7K
Event2026-03-31
Filed2026-04-22
ISRG
1.60%INTUITIVE SURGICAL INC
Shares3.5K
Event2026-03-31
Filed2026-04-22
NEE
2.74%NEXTERA ENERGY INC
Shares16.9K
Event2026-03-31
Filed2026-04-22
PHR
20.59%PHREESIA INC
Shares166.5K
Event2026-03-31
Filed2026-04-22
MDLZ
-19.42%MONDELEZ INTL INC
Shares22.2K
Event2026-03-31
Filed2026-04-22
IWP
0.00%ISHARES TR
Shares9.3K
Event2026-03-31
Filed2026-04-22
HAL
-10.35%HALLIBURTON CO
Shares28.4K
Event2026-03-31
Filed2026-04-22
DXCM
85.52%DEXCOM INC
Shares16.8K
Event2026-03-31
Filed2026-04-22
NTNX
19.63%NUTANIX INC
Shares26.0K
Event2026-03-31
Filed2026-04-22
IWM
-0.41%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-04-22
CVX
-6.01%CHEVRON CORPORATION
Shares4.5K
Event2026-03-31
Filed2026-04-22
DYN
3.34%DYNE THERAPEUTICS INC
Shares49.5K
Event2026-03-31
Filed2026-04-22
ABT
150.22%ABBOTT LABORATORIES
Shares8.4K
Event2026-03-31
Filed2026-04-22
ABBV
-2.71%ABBVIE INC
Shares3.9K
Event2026-03-31
Filed2026-04-22
SHOP
0.00%SHOPIFY INC
Shares7.0K
Event2026-03-31
Filed2026-04-22
EEMA
1.37%ISHARES INC
Shares8.5K
Event2026-03-31
Filed2026-04-22
JPM
330.00%JPMORGAN CHASE & CO
Shares2.8K
Event2026-03-31
Filed2026-04-22
RBC
0.00%RBC BEARINGS INC
Shares1.4K
Event2026-03-31
Filed2026-04-22
NFLX
-4.28%NETFLIX INC.
Shares7.8K
Event2026-03-31
Filed2026-04-22
SPGI
0.00%S&P GLOBAL INC
Shares1.7K
Event2026-03-31
Filed2026-04-22
EL
-41.41%LAUDER ESTEE COS INC
Shares9.7K
Event2026-03-31
Filed2026-04-22
VWO
1.03%VANGUARD INTL EQUITY INDEX F
Shares12.8K
Event2026-03-31
Filed2026-04-22
VCSH
0.00%VANGUARD SCOTTSDALE FDS
Shares7.4K
Event2026-03-31
Filed2026-04-22
ATRO
0.00%ASTRONICS CORP
Shares8.5K
Event2026-03-31
Filed2026-04-22
FLO
45.04%FLOWERS FOODS INC
Shares63.3K
Event2026-03-31
Filed2026-04-22
RPM
0.00%RPM INTL INC
Shares5.1K
Event2026-03-31
Filed2026-04-22
IWF
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-04-22
WAT
162600.00%WATERS CORP
Shares1.6K
Event2026-03-31
Filed2026-04-22
SPY
5.54%STATE STR SPDR S&P 500 ETF T
Shares743
Event2026-03-31
Filed2026-04-22
GPN
NewGLOBAL PMTS INC
Shares6.2K
Event2026-03-31
Filed2026-04-22
FCX
0.00%FREEPORT MCMORAN INC
Shares7.0K
Event2026-03-31
Filed2026-04-22
GEV
NewGE VERNOVA INC
Shares468
Event2026-03-31
Filed2026-04-22
EPD
0.00%ENTERPRISE PRODS PARTNERS L
Shares9.6K
Event2026-03-31
Filed2026-04-22
KNF
-3.10%KNIFE RIVER CORP
Shares4.4K
Event2026-03-31
Filed2026-04-22
AMAT
0.00%APPLIED MATLS INC
Shares1.0K
Event2026-03-31
Filed2026-04-22
BERKSHIRE HATHAWAY INC DEL
0.00%BERKSHIRE HATHAWAY INC DEL
Shares674
Event2026-03-31
Filed2026-04-22
MBLY
0.61%MOBILEYE GLOBAL INC
Shares44.5K
Event2026-03-31
Filed2026-04-22
PG
0.00%PROCTER & GAMBLE CO
Shares2.1K
Event2026-03-31
Filed2026-04-22
COHERENT CORP
0.00%COHERENT CORP
Shares1.2K
Event2026-03-31
Filed2026-04-22
FITB
12.00%FIFTH THIRD BANCORP
Shares5.7K
Event2026-03-31
Filed2026-04-22
KNSL
0.00%KINSALE CAP GROUP INC
Shares778
Event2026-03-31
Filed2026-04-22
KNX
-2.15%KNIGHT-SWIFT TRANSN HLDGS IN
Shares4.5K
Event2026-03-31
Filed2026-04-22
BR
0.00%BROADRIDGE FINL SOLUTIONS IN
Shares1.6K
Event2026-03-31
Filed2026-04-22
MTSI
0.00%MACOM TECH SOLUTIONS HLDGS I
Shares1.1K
Event2026-03-31
Filed2026-04-22
FTV
0.00%FORTIVE CORP
Shares4.5K
Event2026-03-31
Filed2026-04-22
ZTS
49.54%ZOETIS INC
Shares2.1K
Event2026-03-31
Filed2026-04-22
CTAS
-15.26%CINTAS CORP
Shares1.4K
Event2026-03-31
Filed2026-04-22
BLACKROCK INC
0.00%BLACKROCK INC
Shares250
Event2026-03-31
Filed2026-04-22
CLMB
711.85%CLIMB GLOBAL SOLUTIONS INC
Shares12.1K
Event2026-03-31
Filed2026-04-22
DHR
-12.06%DANAHER CORP DEL
Shares1.2K
Event2026-03-31
Filed2026-04-22
WELL
0.00%WELLTOWER INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
CME
0.00%CME GROUP INC
Shares725
Event2026-03-31
Filed2026-04-22
IOT
0.00%SAMSARA INC
Shares6.0K
Event2026-03-31
Filed2026-04-22
NTRA
0.00%NATERA INC
Shares931
Event2026-03-31
Filed2026-04-22
MA
0.00%MASTERCARD INCORPORATED
Shares356
Event2026-03-31
Filed2026-04-22
HUBS
0.00%HUBSPOT INC
Shares700
Event2026-03-31
Filed2026-04-22
GRAYSCALE BITCOIN MINI TR ET
14.75%GRAYSCALE BITCOIN MINI TR ET
Shares5.5K
Event2026-03-31
Filed2026-04-22
EXPD
0.00%EXPEDITORS INTL WASH INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
HEI
0.00%HEICO CORP NEW
Shares600
Event2026-03-31
Filed2026-04-22
PEN
0.00%PENUMBRA INC
Shares500
Event2026-03-31
Filed2026-04-22
RB GLOBAL INC
0.00%RB GLOBAL INC
Shares1.6K
Event2026-03-31
Filed2026-04-22
AWK
0.00%AMERICAN WTR WKS CO INC NEW
Shares1.1K
Event2026-03-31
Filed2026-04-22
WCC
0.00%WESCO INTL INC
Shares550
Event2026-03-31
Filed2026-04-22
ETH
19.88%GRAYSCALE ETHEREUM STAKING
Shares7.5K
Event2026-03-31
Filed2026-04-22
CBOE
0.00%CBOE GLOBAL MKTS INC
Shares502
Event2026-03-31
Filed2026-04-22
SCHF
0.00%SCHWAB STRATEGIC TR
Shares5.4K
Event2026-03-31
Filed2026-04-22
TJX
0.00%TJX COS INC NEW
Shares829
Event2026-03-31
Filed2026-04-22
VOT
0.00%VANGUARD INDEX FDS
Shares508
Event2026-03-31
Filed2026-04-22
CB
0.00%CHUBB LTD SWITZ
Shares400
Event2026-03-31
Filed2026-04-22
APH
0.00%AMPHENOL CORP
Shares1.0K
Event2026-03-31
Filed2026-04-22
TRP
0.00%TC ENERGY CORP
Shares2.0K
Event2026-03-31
Filed2026-04-22
BKNG
0.00%BOOKING HOLDINGS INC
Shares29
Event2026-03-31
Filed2026-04-22
CDW
0.00%CDW CORP
Shares1.0K
Event2026-03-31
Filed2026-04-22
CRDO
0.00%CREDO TECHNOLOGY GROUP HOLDI
Shares1.3K
Event2026-03-31
Filed2026-04-22
CSCO
0.00%CISCO SYS INC
Shares1.5K
Event2026-03-31
Filed2026-04-22
TMDX
0.00%TRANSMEDICS GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-04-22
RMD
0.00%RESMED INC
Shares500
Event2026-03-31
Filed2026-04-22
NVO
0.00%NOVO-NORDISK A S
Shares3.0K
Event2026-03-31
Filed2026-04-22
PFE
0.31%PFIZER INC
Shares3.9K
Event2026-03-31
Filed2026-04-22
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares252
Event2026-03-31
Filed2026-04-22
ENB
0.00%ENBRIDGE INC
Shares2.0K
Event2026-03-31
Filed2026-04-22
ECG
0.00%EVERUS CONSTR GROUP
Shares865
Event2026-03-31
Filed2026-04-22
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares2.6K
Event2026-03-31
Filed2026-04-22
XOM
-25.48%EXXON MOBIL CORP
Shares585
Event2026-03-31
Filed2026-04-22
RVTY
-12.00%REVVITY INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
VXF
0.00%VANGUARD INDEX FDS
Shares462
Event2026-03-31
Filed2026-04-22
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares802
Event2026-03-31
Filed2026-04-22
EATON CORP PLC
0.00%EATON CORP PLC
Shares254
Event2026-03-31
Filed2026-04-22
JNJ
-1.38%JOHNSON & JOHNSON
Shares358
Event2026-03-31
Filed2026-04-22
MU
4216.67%MICRON TECHNOLOGY INC
Shares259
Event2026-03-31
Filed2026-04-22
EVN
0.00%EATON VANCE MUN INCOME TR
Shares8.2K
Event2026-03-31
Filed2026-04-22
EXLS
0.00%EXLSERVICE HLDGS INC
Shares2.8K
Event2026-03-31
Filed2026-04-22
FTNT
0.00%FORTINET INC
Shares1.0K
Event2026-03-31
Filed2026-04-22
WFC
-16.34%WELLS FARGO & CO
Shares1.0K
Event2026-03-31
Filed2026-04-22
CALF
0.00%PACER FDS TR
Shares1.8K
Event2026-03-31
Filed2026-04-22
AVNT
-7.68%AVIENT CORPORATION
Shares2.2K
Event2026-03-31
Filed2026-04-22
VRRM
0.00%VERRA MOBILITY CORP
Shares5.3K
Event2026-03-31
Filed2026-04-22
SDY
0.00%SPDR SERIES TRUST
Shares506
Event2026-03-31
Filed2026-04-22
IWO
0.00%ISHARES TR
Shares235
Event2026-03-31
Filed2026-04-22
MPC
0.00%MARATHON PETE CORP
Shares300
Event2026-03-31
Filed2026-04-22
VGT
0.00%VANGUARD WORLD FD
Shares103
Event2026-03-31
Filed2026-04-22
VTWO
-36.36%VANGUARD SCOTTSDALE FDS
Shares700
Event2026-03-31
Filed2026-04-22
CRM
-16.85%SALESFORCE INC
Shares370
Event2026-03-31
Filed2026-04-22
BIP
0.00%BROOKFIELD INFRASTRUCTURE PA
Shares1.9K
Event2026-03-31
Filed2026-04-22
GWRE
0.00%GUIDEWIRE SOFTWARE INC
Shares442
Event2026-03-31
Filed2026-04-22
EMR
0.00%EMERSON ELEC CO
Shares504
Event2026-03-31
Filed2026-04-22
PEP
-88.89%PEPSICO INC
Shares425
Event2026-03-31
Filed2026-04-22
RAL
0.00%RALLIANT CORP
Shares1.5K
Event2026-03-31
Filed2026-04-22
MDYG
0.00%SPDR SERIES TRUST
Shares650
Event2026-03-31
Filed2026-04-22
MERCK & CO INC
0.00%MERCK & CO INC
Shares515
Event2026-03-31
Filed2026-04-22
SRPT
-23.91%SAREPTA THERAPEUTICS INC
Shares2.8K
Event2026-03-31
Filed2026-04-22
BROS
0.00%DUTCH BROS INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
SPYM
0.00%SPDR SERIES TRUST
Shares700
Event2026-03-31
Filed2026-04-22
IEUR
0.00%ISHARES TR
Shares750
Event2026-03-31
Filed2026-04-22
KKR & CO INC
0.00%KKR & CO INC
Shares568
Event2026-03-31
Filed2026-04-22
TSLA
0.00%TESLA INC
Shares136
Event2026-03-31
Filed2026-04-22
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares80
Event2026-03-31
Filed2026-04-22
CWAN
0.00%CLEARWATER ANALYTICS HLDGS I
Shares2.1K
Event2026-03-31
Filed2026-04-22
SYY
-51.81%SYSCO CORP
Shares651
Event2026-03-31
Filed2026-04-22
IVW
-53.89%ISHARES TR
Shares385
Event2026-03-31
Filed2026-04-22
UNP
0.00%UNION PAC CORP
Shares176
Event2026-03-31
Filed2026-04-22
SNPS
0.00%SYNOPSYS INC
Shares102
Event2026-03-31
Filed2026-04-22
IBDR
0.00%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-22
AMT
0.00%AMERICAN TOWER CORP
Shares200
Event2026-03-31
Filed2026-04-22
IJR
0.00%ISHARES TR
Shares267
Event2026-03-31
Filed2026-04-22
KMX
-50.00%CARMAX INC
Shares650
Event2026-03-31
Filed2026-04-22
YORW
0.00%YORK WTR CO
Shares800
Event2026-03-31
Filed2026-04-22
VLTO
-40.22%VERALTO CORP
Shares272
Event2026-03-31
Filed2026-04-22
HQY
0.00%HEALTHEQUITY INC
Shares267
Event2026-03-31
Filed2026-04-22
STIP
0.00%ISHARES TR
Shares210
Event2026-03-31
Filed2026-04-22
IYW
0.00%ISHARES TR
Shares119
Event2026-03-31
Filed2026-04-22
IWB
-15.71%ISHARES TR
Shares59
Event2026-03-31
Filed2026-04-22
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares95
Event2026-03-31
Filed2026-04-22
SCHW
0.00%SCHWAB CHARLES CORP
Shares185
Event2026-03-31
Filed2026-04-22
EEM
0.00%ISHARES TR
Shares300
Event2026-03-31
Filed2026-04-22
KIM
0.00%KIMCO REALTY CORP
Shares725
Event2026-03-31
Filed2026-04-22
ARCC
0.00%ARES CAPITAL CORP
Shares900
Event2026-03-31
Filed2026-04-22
IUSG
0.00%ISHARES TR
Shares100
Event2026-03-31
Filed2026-04-22
T
-1.54%AT&T INC
Shares512
Event2026-03-31
Filed2026-04-22
FTEC
0.00%FIDELITY COVINGTON TRUST
Shares70
Event2026-03-31
Filed2026-04-22
AMGN
0.00%AMGEN INC
Shares41
Event2026-03-31
Filed2026-04-22
IBM
0.00%INTERNATIONAL BUSINESS MACHS
Shares57
Event2026-03-31
Filed2026-04-22
SPYD
0.00%SPDR SERIES TRUST
Shares300
Event2026-03-31
Filed2026-04-22
MS
0.00%MORGAN STANLEY
Shares77
Event2026-03-31
Filed2026-04-22
IJH
0.00%ISHARES TR
Shares180
Event2026-03-31
Filed2026-04-22
XSOE
11.24%WISDOMTREE TR
Shares297
Event2026-03-31
Filed2026-04-22
TRMB
0.00%TRIMBLE INC
Shares175
Event2026-03-31
Filed2026-04-22
EMQQ
0.00%EXCHANGE TRADED CONCEPTS TRU
Shares340
Event2026-03-31
Filed2026-04-22
BSV
-9.68%VANGUARD BD INDEX FDS
Shares140
Event2026-03-31
Filed2026-04-22
IDXX
0.00%IDEXX LABS INC
Shares18
Event2026-03-31
Filed2026-04-22
COOPER COS INC
0.00%COOPER COS INC
Shares140
Event2026-03-31
Filed2026-04-22
XLK
0.00%SELECT SECTOR SPDR TR
Shares74
Event2026-03-31
Filed2026-04-22
DHS
NewWISDOMTREE TR
Shares83
Event2026-03-31
Filed2026-04-22
IEFA
-40.00%ISHARES TR
Shares90
Event2026-03-31
Filed2026-04-22
IYH
0.00%ISHARES TR
Shares125
Event2026-03-31
Filed2026-04-22
QCOM
0.00%QUALCOMM INC
Shares56
Event2026-03-31
Filed2026-04-22
SJNK
0.00%SPDR SERIES TRUST
Shares275
Event2026-03-31
Filed2026-04-22
SOBO
0.00%SOUTH BOW CORP
Shares200
Event2026-03-31
Filed2026-04-22
ARROWHEAD PHARMACEUTICALS IN
0.00%ARROWHEAD PHARMACEUTICALS IN
Shares100
Event2026-03-31
Filed2026-04-22
SUPER MICRO COMPUTER INC
0.00%SUPER MICRO COMPUTER INC
Shares275
Event2026-03-31
Filed2026-04-22
SDGR
0.00%SCHRODINGER INC
Shares550
Event2026-03-31
Filed2026-04-22
VOOG
0.00%VANGUARD ADMIRAL FDS INC
Shares15
Event2026-03-31
Filed2026-04-22
VTI
0.00%VANGUARD INDEX FDS
Shares16
Event2026-03-31
Filed2026-04-22
CMCSA
0.00%COMCAST CORP NEW
Shares161
Event2026-03-31
Filed2026-04-22
PRU
0.00%PRUDENTIAL FINL INC
Shares32
Event2026-03-31
Filed2026-04-22
KO
0.00%COCA COLA CO
Shares38
Event2026-03-31
Filed2026-04-22
CAT
0.00%CATERPILLAR INC
Shares4
Event2026-03-31
Filed2026-04-22
IHI
0.00%ISHARES TR
Shares51
Event2026-03-31
Filed2026-04-22
PLTR
0.00%PALANTIR TECHNOLOGIES INC
Shares15
Event2026-03-31
Filed2026-04-22
VUG
0.00%VANGUARD INDEX FDS
Shares5
Event2026-03-31
Filed2026-04-22
LAM RESEARCH CORP
0.00%LAM RESEARCH CORP
Shares10
Event2026-03-31
Filed2026-04-22
IEF
-60.00%ISHARES TR
Shares20
Event2026-03-31
Filed2026-04-22
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares3
Event2026-03-31
Filed2026-04-22
DE
0.00%DEERE & CO
Shares3
Event2026-03-31
Filed2026-04-22
UNH
0.00%UNITEDHEALTH GROUP INC
Shares6
Event2026-03-31
Filed2026-04-22
ADI
0.00%ANALOG DEVICES INC
Shares5
Event2026-03-31
Filed2026-04-22
MCD
0.00%MCDONALDS CORP
Shares5
Event2026-03-31
Filed2026-04-22
ICVT
-50.00%ISHARES TR
Shares15
Event2026-03-31
Filed2026-04-22
O
0.00%REALTY INCOME CORP
Shares24
Event2026-03-31
Filed2026-04-22
LINDE PLC
-91.18%LINDE PLC
Shares3
Event2026-03-31
Filed2026-04-22
KLAC
0.00%KLA CORP
Shares1
Event2026-03-31
Filed2026-04-22
NOC
0.00%NORTHROP GRUMMAN CORP
Shares2
Event2026-03-31
Filed2026-04-22
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares3
Event2026-03-31
Filed2026-04-22
WMB
0.00%WILLIAMS COS INC
Shares18
Event2026-03-31
Filed2026-04-22
CSX
0.00%CSX CORP
Shares31
Event2026-03-31
Filed2026-04-22
DAL
-13.64%DELTA AIR LINES INC
Shares19
Event2026-03-31
Filed2026-04-22
VLO
0.00%VALERO ENERGY CORP
Shares5
Event2026-03-31
Filed2026-04-22
RXRX
0.00%RECURSION PHARMACEUTICALS IN
Shares400
Event2026-03-31
Filed2026-04-22
HLT
0.00%HILTON WORLDWIDE HLDGS INC
Shares4
Event2026-03-31
Filed2026-04-22
TDG
0.00%TRANSDIGM GROUP INC
Shares1
Event2026-03-31
Filed2026-04-22
DVN
0.00%DEVON ENERGY CORP NEW
Shares22
Event2026-03-31
Filed2026-04-22
GWW
0.00%WW GRAINGER INC
Shares1
Event2026-03-31
Filed2026-04-22
MNST
0.00%MONSTER BEVERAGE CORP NEW
Shares14
Event2026-03-31
Filed2026-04-22
EQIX
0.00%EQUINIX INC
Shares1
Event2026-03-31
Filed2026-04-22
AON PLC
0.00%AON PLC
Shares3
Event2026-03-31
Filed2026-04-22
DG
0.00%DOLLAR GEN CORP
Shares8
Event2026-03-31
Filed2026-04-22
HIG
0.00%HARTFORD INSURANCE GROUP INC
Shares7
Event2026-03-31
Filed2026-04-22
HCA
0.00%HCA HEALTHCARE INC
Shares2
Event2026-03-31
Filed2026-04-22
LOW
0.00%LOWES COS INC
Shares4
Event2026-03-31
Filed2026-04-22
COP
0.00%CONOCOPHILLIPS
Shares7
Event2026-03-31
Filed2026-04-22
EXPE
0.00%EXPEDIA GROUP INC
Shares4
Event2026-03-31
Filed2026-04-22
CTVA
0.00%CORTEVA INC
Shares11
Event2026-03-31
Filed2026-04-22
ICLN
0.00%ISHARES TR
Shares50
Event2026-03-31
Filed2026-04-22
COF
0.00%CAPITAL ONE FINL CORP
Shares5
Event2026-03-31
Filed2026-04-22
PH
0.00%PARKER-HANNIFIN CORP
Shares1
Event2026-03-31
Filed2026-04-22
AMP
0.00%AMERIPRISE FINL INC
Shares2
Event2026-03-31
Filed2026-04-22
EW
0.00%EDWARDS LIFESCIENCES CORP
Shares11
Event2026-03-31
Filed2026-04-22
BSX
-98.39%BOSTON SCIENTIFIC CORP
Shares14
Event2026-03-31
Filed2026-04-22
NRG
0.00%NRG ENERGY INC
Shares6
Event2026-03-31
Filed2026-04-22
MCO
0.00%MOODYS CORP
Shares2
Event2026-03-31
Filed2026-04-22
EOG
0.00%EOG RES INC
Shares6
Event2026-03-31
Filed2026-04-22
MCK
0.00%MCKESSON CORP
Shares1
Event2026-03-31
Filed2026-04-22
NSC
0.00%NORFOLK SOUTHN CORP
Shares3
Event2026-03-31
Filed2026-04-22
GE AEROSPACE
0.00%GE AEROSPACE
Shares3
Event2026-03-31
Filed2026-04-22
GS
0.00%GOLDMAN SACHS GROUP INC
Shares1
Event2026-03-31
Filed2026-04-22
CEG
0.00%CONSTELLATION ENERGY CORP
Shares3
Event2026-03-31
Filed2026-04-22
CDNS
0.00%CADENCE DESIGN SYSTEM INC
Shares3
Event2026-03-31
Filed2026-04-22
RCL
0.00%ROYAL CARIBBEAN GROUP
Shares3
Event2026-03-31
Filed2026-04-22
PFG
0.00%PRINCIPAL FINANCIAL GROUP IN
Shares9
Event2026-03-31
Filed2026-04-22
RF
0.00%REGIONS FINANCIAL CORP NEW
Shares31
Event2026-03-31
Filed2026-04-22
JCI
0.00%JOHNSON CONTROLS INTERNATION
Shares6
Event2026-03-31
Filed2026-04-22
MET
0.00%METLIFE INC
Shares11
Event2026-03-31
Filed2026-04-22
BKR
0.00%BAKER HUGHES COMPANY
Shares12
Event2026-03-31
Filed2026-04-22
CFG
0.00%CITIZENS FINL GROUP INC
Shares12
Event2026-03-31
Filed2026-04-22
ROP
0.00%ROPER TECHNOLOGIES INC
Shares2
Event2026-03-31
Filed2026-04-22
GRMN
0.00%GARMIN LTD
Shares3
Event2026-03-31
Filed2026-04-22
MRP
0.00%MILLROSE PPTYS INC
Shares24
Event2026-03-31
Filed2026-04-22
PLD
0.00%PROLOGIS INC.
Shares5
Event2026-03-31
Filed2026-04-22
SOXX
0.00%ISHARES TR
Shares2
Event2026-03-31
Filed2026-04-22
SHW
0.00%SHERWIN WILLIAMS CO
Shares2
Event2026-03-31
Filed2026-04-22
SPSM
-89.43%SPDR SERIES TRUST
Shares13
Event2026-03-31
Filed2026-04-22
TE CONNECTIVITY PLC
0.00%TE CONNECTIVITY PLC
Shares3
Event2026-03-31
Filed2026-04-22
LMT
0.00%LOCKHEED MARTIN CORP
Shares1
Event2026-03-31
Filed2026-04-22
F
0.00%FORD MTR CO
Shares51
Event2026-03-31
Filed2026-04-22
MLM
0.00%MARTIN MARIETTA MATLS INC
Shares1
Event2026-03-31
Filed2026-04-22
WTW
0.00%WILLIS TOWERS WATSON PLC LTD
Shares2
Event2026-03-31
Filed2026-04-22
UAL
0.00%UNITED AIRLS HLDGS INC
Shares6
Event2026-03-31
Filed2026-04-22
WDC
0.00%WESTERN DIGITAL CORP
Shares2
Event2026-03-31
Filed2026-04-22
BK
0.00%BANK NEW YORK MELLON CORP
Shares4
Event2026-03-31
Filed2026-04-22
BAC
0.00%BANK AMERICA CORP
Shares9
Event2026-03-31
Filed2026-04-22
CAH
0.00%CARDINAL HEALTH INC
Shares2
Event2026-03-31
Filed2026-04-22
GLW
0.00%CORNING INC
Shares3
Event2026-03-31
Filed2026-04-22
EA
0.00%ELECTRONIC ARTS INC
Shares2
Event2026-03-31
Filed2026-04-22
PEG
0.00%PUBLIC SVC ENTERPRISE GROUP
Shares5
Event2026-03-31
Filed2026-04-22
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares3
Event2026-03-31
Filed2026-04-22
SEAGATE TECHNOLOGY HLDNGS PL
0.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares1
Event2026-03-31
Filed2026-04-22
CF
0.00%CF INDUSTRIES HOLD
Shares3
Event2026-03-31
Filed2026-04-22
TXN
0.00%TEXAS INSTRS INC
Shares2
Event2026-03-31
Filed2026-04-22
RTX
0.00%RTX CORPORATION
Shares2
Event2026-03-31
Filed2026-04-22
SPG
0.00%SIMON PPTY GROUP INC NEW
Shares2
Event2026-03-31
Filed2026-04-22
EMBC
0.00%EMBECTA CORP
Shares40
Event2026-03-31
Filed2026-04-22
FOXA
0.00%FOX CORP
Shares6
Event2026-03-31
Filed2026-04-22
PM
0.00%PHILIP MORRIS INTL INC
Shares2
Event2026-03-31
Filed2026-04-22
VTR
0.00%VENTAS INC
Shares4
Event2026-03-31
Filed2026-04-22
NEM
0.00%NEWMONT CORP
Shares3
Event2026-03-31
Filed2026-04-22
VEA
0.00%VANGUARD TAX-MANAGED FDS
Shares5
Event2026-03-31
Filed2026-04-22
FOX
0.00%FOX CORP
Shares6
Event2026-03-31
Filed2026-04-22
CENCORA INC
0.00%CENCORA INC
Shares1
Event2026-03-31
Filed2026-04-22
YUM
0.00%YUM BRANDS INC
Shares2
Event2026-03-31
Filed2026-04-22
INTC
0.00%INTEL CORP
Shares7
Event2026-03-31
Filed2026-04-22
KMI
0.00%KINDER MORGAN INC DEL
Shares9
Event2026-03-31
Filed2026-04-22
ELV
0.00%ELEVANCE HEALTH INC FORMERLY
Shares1
Event2026-03-31
Filed2026-04-22
MMM
0.00%3M CO
Shares2
Event2026-03-31
Filed2026-04-22
KR
0.00%KROGER CO
Shares4
Event2026-03-31
Filed2026-04-22
RJF
0.00%RAYMOND JAMES FINL INC
Shares2
Event2026-03-31
Filed2026-04-22
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares1
Event2026-03-31
Filed2026-04-22
TXT
0.00%TEXTRON INC
Shares3
Event2026-03-31
Filed2026-04-22
ADSK
0.00%AUTODESK INC
Shares1
Event2026-03-31
Filed2026-04-22
PHM
0.00%PULTE GROUP INC
Shares2
Event2026-03-31
Filed2026-04-22
WM
0.00%WASTE MGMT INC DEL
Shares1
Event2026-03-31
Filed2026-04-22
CITIGROUP INC
0.00%CITIGROUP INC
Shares2
Event2026-03-31
Filed2026-04-22
HON
-98.15%HONEYWELL INTL INC
Shares1
Event2026-03-31
Filed2026-04-22
ROST
0.00%ROSS STORES INC
Shares1
Event2026-03-31
Filed2026-04-22
CVS
0.00%CVS HEALTH CORP
Shares3
Event2026-03-31
Filed2026-04-22
PKG
0.00%PACKAGING CORP AMER
Shares1
Event2026-03-31
Filed2026-04-22
PODD
0.00%INSULET CORP
Shares1
Event2026-03-31
Filed2026-04-22
DOV
0.00%DOVER CORP
Shares1
Event2026-03-31
Filed2026-04-22
PNC
0.00%PNC FINL SVCS GROUP INC
Shares1
Event2026-03-31
Filed2026-04-22
HSY
0.00%HERSHEY CO
Shares1
Event2026-03-31
Filed2026-04-22
MTB
0.00%M & T BK CORP
Shares1
Event2026-03-31
Filed2026-04-22
PGR
0.00%PROGRESSIVE CORP
Shares1
Event2026-03-31
Filed2026-04-22
SO
0.00%SOUTHERN CO
Shares2
Event2026-03-31
Filed2026-04-22
VRSK
-99.60%VERISK ANALYTICS INC
Shares1
Event2026-03-31
Filed2026-04-22
EBAY
0.00%EBAY INC.
Shares2
Event2026-03-31
Filed2026-04-22
PSX
0.00%PHILLIPS 66
Shares1
Event2026-03-31
Filed2026-04-22
IVZ
0.00%INVESCO LTD
Shares7
Event2026-03-31
Filed2026-04-22
NUE
0.00%NUCOR CORP
Shares1
Event2026-03-31
Filed2026-04-22
CHRW
0.00%C H ROBINSON WORLDWIDE IN
Shares1
Event2026-03-31
Filed2026-04-22
EVRG
0.00%EVERGY INC
Shares2
Event2026-03-31
Filed2026-04-22
KEY
0.00%KEYCORP
Shares8
Event2026-03-31
Filed2026-04-22
XEL
0.00%XCEL ENERGY INC
Shares2
Event2026-03-31
Filed2026-04-22
VST
0.00%VISTRA CORP
Shares1
Event2026-03-31
Filed2026-04-22
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES I
Shares2
Event2026-03-31
Filed2026-04-22
GL
0.00%GLOBE LIFE INC
Shares1
Event2026-03-31
Filed2026-04-22
NI
0.00%NISOURCE INC
Shares3
Event2026-03-31
Filed2026-04-22
APTIV PLC
0.00%APTIV PLC
Shares2
Event2026-03-31
Filed2026-04-22
PHIN
0.00%PHINIA INC
Shares2
Event2026-03-31
Filed2026-04-22
WRB
0.00%BERKLEY W R CORP
Shares2
Event2026-03-31
Filed2026-04-22
CPRT
0.00%COPART INC
Shares4
Event2026-03-31
Filed2026-04-22
MCHP
0.00%MICROCHIP TECHNOLOGY INC.
Shares2
Event2026-03-31
Filed2026-04-22
PCAR
0.00%PACCAR INC
Shares1
Event2026-03-31
Filed2026-04-22
QNITY ELECTRONICS INC
0.00%QNITY ELECTRONICS INC
Shares1
Event2026-03-31
Filed2026-04-22
CARR
0.00%CARRIER GLOBAL CORPORATION
Shares2
Event2026-03-31
Filed2026-04-22
GEN DIGITAL INC
0.00%GEN DIGITAL INC
Shares5
Event2026-03-31
Filed2026-04-22
PAYX
0.00%PAYCHEX INC
Shares1
Event2026-03-31
Filed2026-04-22
DUPONT DE NEMOURS INC
0.00%DUPONT DE NEMOURS INC
Shares2
Event2026-03-31
Filed2026-04-22
OMC
0.00%OMNICOM GROUP INC
Shares1
Event2026-03-31
Filed2026-04-22
AURORA CANNABIS INC
0.00%AURORA CANNABIS INC
Shares4
Event2026-03-31
Filed2026-04-22
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available