Sponsored

The Analysis of Argyle Capital Partners, LLC's Holdings & P&L

Currently, Argyle Capital Partners, LLC holds 177 types of securities in its portfolio with a total value $158.7M. In the most recent quarter, they have increased their positions in IWF (+24.1K shares, valued at $3.0M), IGV (+6.3K shares, valued at $574.0K), N/A (+5.6K shares, valued at $554.3K); decreased their positions in ADP (-1.5K shares, valued at $326.7K), TLH (-3.3K shares, valued at $326.5K), SHY (-3.8K shares, valued at $315.1K); initiated new positions in ITB (+5.1K shares, valued at $533.0K), INTC (+3.7K shares, valued at $518.4K), ABT (+5.4K shares, valued at $485.9K).

1M P&L

+4.0M+3.20%

3M P&L

+4.8M+3.82%

HY P&L

-4.7M-3.51%

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/A68.5M

51.9%

2Oil & Gas Midstream10.4M

7.9%

3Consumer Electronics9.0M

6.8%

Top Industries by Stock Count

1N/A83 stocks

56.1%

2Oil & Gas Midstream8 stocks

5.4%

3Drug Manufacturers - General4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC31.1K shares2.41%2026-06-302026-08-07

IWD ISHARES TR18.3K shares0.36%2026-06-302026-08-07

MSFT MICROSOFT CORP11.5K shares6.41%2026-06-302026-08-07

IWF ISHARES TR32.1K shares303.35%2026-06-302026-08-07

AMZN AMAZON COM INC14.5K shares3.60%2026-06-302026-08-07

LQD ISHARES TR27.7K shares-5.89%2026-06-302026-08-07

XBI SPDR SERIES TRUST18.8K shares-1.43%2026-06-302026-08-07

IJR ISHARES TR20.0K shares-4.32%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION13.6K shares8.25%2026-06-302026-08-07

BRK.B BERKSHIRE HATHAWAY INC DEL5.3K shares7.16%2026-06-302026-08-07

AMJB JPMORGAN CHASE FINL CO LLC74.7K shares5.80%2026-06-302026-08-07

IDV ISHARES TR60.4K shares1.58%2026-06-302026-08-07

IGV ISHARES TR26.6K shares31.30%2026-06-302026-08-07

ABBVIE INC ABBVIE INC9.3K shares4.64%2026-06-302026-08-07

GOOGL ALPHABET INC6.4K shares-1.97%2026-06-302026-08-07

JPMORGAN CHASE & CO JPMORGAN CHASE & CO7.0K shares-0.33%2026-06-302026-08-07

Sponsored

SHY ISHARES TR27.7K shares-12.18%2026-06-302026-08-07

VWO VANGUARD INTL EQUITY INDEX F35.1K shares-5.50%2026-06-302026-08-07

TLT ISHARES TR22.5K shares3.65%2026-06-302026-08-07

EPD ENTERPRISE PRODS PARTNERS L52.2K shares0.93%2026-06-302026-08-07

MPLX MPLX LP33.7K shares24.37%2026-06-302026-08-07

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.5K shares-8.21%2026-06-302026-08-07

DUHP DIMENSIONAL ETF TRUST43.5K shares-0.39%2026-06-302026-08-07

WMB WILLIAMS COS INC24.2K shares5.88%2026-06-302026-08-07

Sponsored

AMGN AMGEN INC4.9K shares5.53%2026-06-302026-08-07

OKE ONEOK INC NEW20.0K shares3.20%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.23.1K shares38.39%2026-06-302026-08-07

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.1K shares-3.56%2026-06-302026-08-07

PH PARKER-HANNIFIN CORP1.6K shares1.89%2026-06-302026-08-07

GOOG ALPHABET INC4.5K shares6.16%2026-06-302026-08-07

FVD FIRST TR EXCHANGE-TRADED FD32.4K shares5.80%2026-06-302026-08-07

ET ENERGY TRANSFER L P76.4K shares9.07%2026-06-302026-08-07

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T52.5K shares7.02%2026-06-302026-08-07

SMH VANECK ETF TRUST2.1K shares14.16%2026-06-302026-08-07

VISA INC VISA INC3.9K shares1.41%2026-06-302026-08-07

WSM WILLIAMS SONOMA INC5.5K shares0.00%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC2.3K shares21.80%2026-06-302026-08-07

AMERIPRISE FINL INC AMERIPRISE FINL INC2.7K shares0.00%2026-06-302026-08-07

FPE FIRST TR EXCH TRADED FD III68.8K shares-4.17%2026-06-302026-08-07

QCOM QUALCOMM INC6.4K shares2.63%2026-06-302026-08-07

Sponsored

DVY ISHARES TR7.5K shares0.00%2026-06-302026-08-07

CVX CHEVRON CORPORATION7.0K shares6.55%2026-06-302026-08-07

JEPI J P MORGAN EXCHANGE TRADED F20.3K shares17.59%2026-06-302026-08-07

DHR DANAHER CORP DEL6.0K shares4.59%2026-06-302026-08-07

VANECK ETF TRUST VANECK ETF TRUST14.4K shares-2.07%2026-06-302026-08-07

EEM ISHARES TR15.4K shares5.61%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR22.9K shares16.63%2026-06-302026-08-07

IYW ISHARES TR4.0K shares8.34%2026-06-302026-08-07

Sponsored

MLM MARTIN MARIETTA MATLS INC1.7K shares0.00%2026-06-302026-08-07

VEA VANGUARD TAX-MANAGED FDS13.6K shares-0.58%2026-06-302026-08-07

HYG ISHARES TR12.0K shares0.48%2026-06-302026-08-07

DE DEERE & CO1.5K shares6.31%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares13.64%2026-06-302026-08-07

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.10.0K shares0.00%2026-06-302026-08-07

CMF ISHARES TR15.8K shares-0.55%2026-06-302026-08-07

HESM HESS MIDSTREAM LP23.2K shares10.45%2026-06-302026-08-07

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION6.0K shares0.00%2026-06-302026-08-07

XLE SELECT SECTOR SPDR TR16.1K shares5.59%2026-06-302026-08-07

RTX CORPORATION RTX CORPORATION4.4K shares22.17%2026-06-302026-08-07

OSK OSHKOSH CORP5.3K shares0.00%2026-06-302026-08-07

MO ALTRIA GROUP INC11.0K shares6.74%2026-06-302026-08-07

NEXTERA ENERGY INC NEXTERA ENERGY INC8.8K shares0.00%2026-06-302026-08-07

VNQ VANGUARD INDEX FDS7.9K shares-26.85%2026-06-302026-08-07

ISHARES TR ISHARES TR7.7K shares265.15%2026-06-302026-08-07

Sponsored

MASTERCARD INCORPORATED MASTERCARD INCORPORATED1.5K shares7.09%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP5.3K shares5.95%2026-06-302026-08-07

GD GENERAL DYNAMICS CORP2.0K shares16.72%2026-06-302026-08-07

PYLD PIMCO ETF TR26.7K shares48.00%2026-06-302026-08-07

VEU VANGUARD INTL EQUITY INDEX F8.4K shares1.54%2026-06-302026-08-07

NUDM NUSHARES ETF TR17.5K shares42.81%2026-06-302026-08-07

PSX PHILLIPS 664.1K shares0.00%2026-06-302026-08-07

SLB SLB LIMITED14.4K shares7.13%2026-06-302026-08-07

Sponsored

PCEF INVESCO EXCH TRADED FD TR II32.2K shares27.75%2026-06-302026-08-07

NOC NORTHROP GRUMMAN CORP1.3K shares48.67%2026-06-302026-08-07

LMT LOCKHEED MARTIN CORP1.3K shares39.32%2026-06-302026-08-07

CORTEVA INC CORTEVA INC7.6K shares0.00%2026-06-302026-08-07

NVS NOVARTIS AG4.1K shares0.00%2026-06-302026-08-07

EOG EOG RES INC4.9K shares3.70%2026-06-302026-08-07

ETFS GOLD TR ETFS GOLD TR16.0K shares7.71%2026-06-302026-08-07

XLF SELECT SECTOR SPDR TR11.2K shares80.30%2026-06-302026-08-07

Sponsored

VMBS VANGUARD SCOTTSDALE FDS12.4K shares28.85%2026-06-302026-08-07

IWM ISHARES TR1.9K shares-4.45%2026-06-302026-08-07

PICK ISHARES INC9.6K shares-5.36%2026-06-302026-08-07

DFIV DIMENSIONAL ETF TRUST10.2K shares36.67%2026-06-302026-08-07

IEI ISHARES TR4.6K shares-14.44%2026-06-302026-08-07

BAC BANK OF AMER CORP9.4K shares-2.09%2026-06-302026-08-07

ITB ISHARES TR5.1K sharesnew addition2026-06-302026-08-07

INTC INTEL CORP3.7K sharesnew addition2026-06-302026-08-07

Sponsored

VTEC VANGUARD CALIF TAX FREE FDS5.0K shares0.00%2026-06-302026-08-07

CISCO SYS INC CISCO SYS INC4.3K shares34.00%2026-06-302026-08-07

VZ VERIZON COMMUNICATIONS INC11.6K shares37.43%2026-06-302026-08-07

FNDX SCHWAB STRATEGIC TR15.7K shares0.00%2026-06-302026-08-07

ABT ABBOTT LABORATORIES5.4K sharesnew addition2026-06-302026-08-07

IGEB ISHARES TR10.6K shares0.90%2026-06-302026-08-07

KO COCA COLA CO5.9K shares7.28%2026-06-302026-08-07

BROADCOM INC BROADCOM INC1.3K shares15.41%2026-06-302026-08-07

Sponsored

PAA PLAINS ALL AMERN PIPELINE L21.0K shares33.33%2026-06-302026-08-07

DFSV DIMENSIONAL ETF TRUST11.9K shares2.51%2026-06-302026-08-07

LEN LENNAR CORP5.1K shares0.00%2026-06-302026-08-07

PFF ISHARES TR15.0K shares23.90%2026-06-302026-08-07

KMB KIMBERLY-CLARK CORP4.0K shares-38.85%2026-06-302026-08-07

DEM WISDOMTREE TR8.2K shares28.54%2026-06-302026-08-07

VCV INVESCO CALIF VALUE MUN INCO40.4K shares-12.56%2026-06-302026-08-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.4K sharesnew addition2026-06-302026-08-07

Sponsored

UPS UNITED PARCEL SVCS INC3.9K shares35.38%2026-06-302026-08-07

BKLN INVESCO EXCH TRADED FD TR II19.5K shares46.61%2026-06-302026-08-07

CHUBB LIMITED CHUBB LIMITED1.1K shares0.00%2026-06-302026-08-07

DIVI FRANKLIN TEMPLETON ETF TR9.1K shares-1.36%2026-06-302026-08-07

BMY BRISTOL-MYERS SQUIBB CO6.6K shares2.25%2026-06-302026-08-07

ONEV SPDR SERIES TRUST2.6K shares0.00%2026-06-302026-08-07

WFC WELLS FARGO & CO4.5K shares11.96%2026-06-302026-08-07

SBUX STARBUCKS CORP3.7K shares15.93%2026-06-302026-08-07

Sponsored

BYLD ISHARES TR16.4K sharesnew addition2026-06-302026-08-07

VLU SPDR SERIES TRUST1.6K shares0.00%2026-06-302026-08-07

TLH ISHARES TR3.7K shares-46.93%2026-06-302026-08-07

GLD SPDR GOLD TR1.0K shares51.52%2026-06-302026-08-07

PWRD TCW ETF TRUST3.0K shares0.00%2026-06-302026-08-07

TMO THERMO FISHER SCIENTIFIC INC720 shares13.03%2026-06-302026-08-07

VGK VANGUARD INTL EQUITY INDEX F4.0K shares0.53%2026-06-302026-08-07

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F5.7K shares-4.91%2026-06-302026-08-07

Sponsored

ADOBE INC ADOBE INC1.7K shares5.73%2026-06-302026-08-07

PEP PEPSICO INC2.4K shares2.10%2026-06-302026-08-07

XTWY BONDBLOXX ETF TRUST8.7K shares-4.12%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL1.5K shares0.00%2026-06-302026-08-07

ITOT ISHARES TR2.0K shares1.69%2026-06-302026-08-07

PFE PFIZER INC13.4K shares-7.57%2026-06-302026-08-07

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-50.87%2026-06-302026-08-07

GPIX GOLDMAN SACHS ETF TR5.7K sharesnew addition2026-06-302026-08-07

Sponsored

PTY PIMCO CORPORATE & INCOME OPP26.1K shares-1.47%2026-06-302026-08-07

TSLA TESLA INC745 sharesnew addition2026-06-302026-08-07

SNPS SYNOPSYS INC687 shares0.00%2026-06-302026-08-07

JUST GOLDMAN SACHS ETF TR2.8K shares-2.07%2026-06-302026-08-07

DG DOLLAR GEN CORP2.6K shares18.75%2026-06-302026-08-07

EIX EDISON INTL4.0K sharesnew addition2026-06-302026-08-07

MU MICRON TECHNOLOGY INC256 sharesnew addition2026-06-302026-08-07

XTEN BONDBLOXX ETF TRUST6.3K shares-3.09%2026-06-302026-08-07

Sponsored

CL COLGATE PALMOLIVE CO3.1K shares0.00%2026-06-302026-08-07

HD HOME DEPOT INC802 shares3.62%2026-06-302026-08-07

CIBR FIRST TR EXCHANGE-TRADED FD3.1K sharesnew addition2026-06-302026-08-07

ORACLE CORP ORACLE CORP1.9K sharesnew addition2026-06-302026-08-07

XYL XYLEM INC2.4K shares0.00%2026-06-302026-08-07

IAU ISHARES GOLD TR3.6K shares0.00%2026-06-302026-08-07

CPER UNITED STS COMMODITY INDEX F7.1K shares4.19%2026-06-302026-08-07

CFR CULLEN FROST BANKERS INC1.7K shares0.00%2026-06-302026-08-07

Sponsored

DES WISDOMTREE TR6.5K sharesnew addition2026-06-302026-08-07

XOP SPDR SERIES TRUST1.7K sharesnew addition2026-06-302026-08-07

XLP SELECT SECTOR SPDR TR3.1K sharesnew addition2026-06-302026-08-07

NUSC NUSHARES ETF TR5.0K shares0.00%2026-06-302026-08-07

NULV NUSHARES ETF TR5.2K shares0.00%2026-06-302026-08-07

SGOV ISHARES TR2.5K shares4.95%2026-06-302026-08-07

RPM RPM INTL INC2.3K shares0.00%2026-06-302026-08-07

FCAL FIRST TR EXCH TRADED FD III5.1K shares0.00%2026-06-302026-08-07

Sponsored

VUG VANGUARD INDEX FDS2.9K sharesnew addition2026-06-302026-08-07

IVOV VANGUARD ADMIRAL FDS INC2.2K shares-1.67%2026-06-302026-08-07

SPG SIMON PPTY GROUP INC NEW1.1K shares0.00%2026-06-302026-08-07

IYH ISHARES TR3.7K sharesnew addition2026-06-302026-08-07

KMI KINDER MORGAN INC DEL7.6K shares3.66%2026-06-302026-08-07

XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2026-06-302026-08-07

CLX CLOROX CO DEL2.5K sharesnew addition2026-06-302026-08-07

ESGV VANGUARD WORLD FD1.8K sharesnew addition2026-06-302026-08-07

Sponsored

T AT&T INC11.2K shares42.32%2026-06-302026-08-07

MUB ISHARES TR2.1K sharesnew addition2026-06-302026-08-07

SNDK SANDISK CORP98 sharesnew addition2026-06-302026-08-07

DXJ WISDOMTREE TR1.3K shares0.00%2026-06-302026-08-07

QLTA ISHARES TR4.7K shares0.00%2026-06-302026-08-07

FCFS FIRSTCASH HOLDINGS INC1.0K sharesnew addition2026-06-302026-08-07

ESGD ISHARES TR2.1K shares0.00%2026-06-302026-08-07

QQQ INVESCO QQQ TR288 sharesnew addition2026-06-302026-08-07

Sponsored

AXP AMERICAN EXPRESS CO625 sharesnew addition2026-06-302026-08-07

ALC ALCON AG3.1K shares0.00%2026-06-302026-08-07

BIL SPDR SERIES TRUST2.2K shares-9.36%2026-06-302026-08-07

VGT VANGUARD WORLD FD1.7K sharesnew addition2026-06-302026-08-07

HIX WESTERN ASSET HIGH INCOM FD47.9K shares0.00%2026-06-302026-08-07

STARWOOD PPTY TR INC STARWOOD PPTY TR INC10.5K shares0.00%2026-06-302026-08-07

AWF ALLIANCEBERNSTEIN GLOBAL HIG16.2K shares-1.22%2026-06-302026-08-07

PGP PIMCO GLOBAL STOCKPLUS INCOM14.0K shares0.00%2026-06-302026-08-07

Sponsored

GALT GALECTIN THERAPEUTICS INC13.4K shares0.00%2026-06-302026-08-07

AAPL

APPLE INC

2.41%

Shares31.1K

Event2026-06-30

Filed2026-08-07

IWD

ISHARES TR

0.36%

Shares18.3K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

6.41%

Shares11.5K

Event2026-06-30

Filed2026-08-07

IWF

ISHARES TR

303.35%

Shares32.1K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

3.60%

Shares14.5K

Event2026-06-30

Filed2026-08-07

LQD

ISHARES TR

-5.89%

Shares27.7K

Event2026-06-30

Filed2026-08-07

XBI

SPDR SERIES TRUST

-1.43%

Shares18.8K

Event2026-06-30

Filed2026-08-07

IJR

ISHARES TR

-4.32%

Shares20.0K

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

8.25%

Shares13.6K

Event2026-06-30

Filed2026-08-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

7.16%

Shares5.3K

Event2026-06-30

Filed2026-08-07

AMJB

JPMORGAN CHASE FINL CO LLC

5.80%

Shares74.7K

Event2026-06-30

Filed2026-08-07

IDV

ISHARES TR

1.58%

Shares60.4K

Event2026-06-30

Filed2026-08-07

IGV

ISHARES TR

31.30%

Shares26.6K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

4.64%

Shares9.3K

Event2026-06-30

Filed2026-08-07

GOOGL

ALPHABET INC

-1.97%

Shares6.4K

Event2026-06-30

Filed2026-08-07

JPMORGAN CHASE & CO

-0.33%

Shares7.0K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

-12.18%

Shares27.7K

Event2026-06-30

Filed2026-08-07

VWO

VANGUARD INTL EQUITY INDEX F

-5.50%

Shares35.1K

Event2026-06-30

Filed2026-08-07

TLT

ISHARES TR

3.65%

Shares22.5K

Event2026-06-30

Filed2026-08-07

EPD

ENTERPRISE PRODS PARTNERS L

0.93%

Shares52.2K

Event2026-06-30

Filed2026-08-07

MPLX

MPLX LP

24.37%

Shares33.7K

Event2026-06-30

Filed2026-08-07

STATE STR SPDR S&P 500 ETF T

-8.21%

Shares2.5K

Event2026-06-30

Filed2026-08-07

DUHP

DIMENSIONAL ETF TRUST

-0.39%

Shares43.5K

Event2026-06-30

Filed2026-08-07

WMB

WILLIAMS COS INC

5.88%

Shares24.2K

Event2026-06-30

Filed2026-08-07

AMGN

AMGEN INC

5.53%

Shares4.9K

Event2026-06-30

Filed2026-08-07

OKE

ONEOK INC NEW

3.20%

Shares20.0K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

38.39%

Shares23.1K

Event2026-06-30

Filed2026-08-07

CROWDSTRIKE HLDGS INC

-3.56%

Shares2.1K

Event2026-06-30

Filed2026-08-07

PARKER-HANNIFIN CORP

1.89%

Shares1.6K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

6.16%

Shares4.5K

Event2026-06-30

Filed2026-08-07

FVD

FIRST TR EXCHANGE-TRADED FD

5.80%

Shares32.4K

Event2026-06-30

Filed2026-08-07

ENERGY TRANSFER L P

9.07%

Shares76.4K

Event2026-06-30

Filed2026-08-07

CGMS

CAPITAL GRP FIXED INCM ETF T

7.02%

Shares52.5K

Event2026-06-30

Filed2026-08-07

SMH

VANECK ETF TRUST

14.16%

Shares2.1K

Event2026-06-30

Filed2026-08-07

VISA INC

1.41%

Shares3.9K

Event2026-06-30

Filed2026-08-07

WSM

WILLIAMS SONOMA INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

21.80%

Shares2.3K

Event2026-06-30

Filed2026-08-07

AMERIPRISE FINL INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

FPE

FIRST TR EXCH TRADED FD III

-4.17%

Shares68.8K

Event2026-06-30

Filed2026-08-07

QCOM

QUALCOMM INC

2.63%

Shares6.4K

Event2026-06-30

Filed2026-08-07

DVY

ISHARES TR

0.00%

Shares7.5K

Event2026-06-30

Filed2026-08-07

CVX

CHEVRON CORPORATION

6.55%

Shares7.0K

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

17.59%

Shares20.3K

Event2026-06-30

Filed2026-08-07

DHR

DANAHER CORP DEL

4.59%

Shares6.0K

Event2026-06-30

Filed2026-08-07

VANECK ETF TRUST

-2.07%

Shares14.4K

Event2026-06-30

Filed2026-08-07

EEM

ISHARES TR

5.61%

Shares15.4K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

16.63%

Shares22.9K

Event2026-06-30

Filed2026-08-07

IYW

ISHARES TR

8.34%

Shares4.0K

Event2026-06-30

Filed2026-08-07

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

VEA

VANGUARD TAX-MANAGED FDS

-0.58%

Shares13.6K

Event2026-06-30

Filed2026-08-07

HYG

ISHARES TR

0.48%

Shares12.0K

Event2026-06-30

Filed2026-08-07

DEERE & CO

6.31%

Shares1.5K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

13.64%

Shares1.0K

Event2026-06-30

Filed2026-08-07

MICROCHIP TECHNOLOGY INC.

0.00%

Shares10.0K

Event2026-06-30

Filed2026-08-07

CMF

ISHARES TR

-0.55%

Shares15.8K

Event2026-06-30

Filed2026-08-07

HESM

HESS MIDSTREAM LP

10.45%

Shares23.2K

Event2026-06-30

Filed2026-08-07

JOHNSON CONTROLS INTERNATION

0.00%

Shares6.0K

Event2026-06-30

Filed2026-08-07

XLE

SELECT SECTOR SPDR TR

5.59%

Shares16.1K

Event2026-06-30

Filed2026-08-07

RTX CORPORATION

22.17%

Shares4.4K

Event2026-06-30

Filed2026-08-07

OSK

OSHKOSH CORP

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-07

ALTRIA GROUP INC

6.74%

Shares11.0K

Event2026-06-30

Filed2026-08-07

NEXTERA ENERGY INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-08-07

VNQ

VANGUARD INDEX FDS

-26.85%

Shares7.9K

Event2026-06-30

Filed2026-08-07

ISHARES TR

265.15%

Shares7.7K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

7.09%

Shares1.5K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

5.95%

Shares5.3K

Event2026-06-30

Filed2026-08-07

GENERAL DYNAMICS CORP

16.72%

Shares2.0K

Event2026-06-30

Filed2026-08-07

PYLD

PIMCO ETF TR

48.00%

Shares26.7K

Event2026-06-30

Filed2026-08-07

VEU

VANGUARD INTL EQUITY INDEX F

1.54%

Shares8.4K

Event2026-06-30

Filed2026-08-07

NUDM

NUSHARES ETF TR

42.81%

Shares17.5K

Event2026-06-30

Filed2026-08-07

PSX

PHILLIPS 66

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

SLB

SLB LIMITED

7.13%

Shares14.4K

Event2026-06-30

Filed2026-08-07

PCEF

INVESCO EXCH TRADED FD TR II

27.75%

Shares32.2K

Event2026-06-30

Filed2026-08-07

NOC

NORTHROP GRUMMAN CORP

48.67%

Shares1.3K

Event2026-06-30

Filed2026-08-07

LMT

LOCKHEED MARTIN CORP

39.32%

Shares1.3K

Event2026-06-30

Filed2026-08-07

CORTEVA INC

0.00%

Shares7.6K

Event2026-06-30

Filed2026-08-07

NVS

NOVARTIS AG

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-07

EOG

EOG RES INC

3.70%

Shares4.9K

Event2026-06-30

Filed2026-08-07

ETFS GOLD TR

7.71%

Shares16.0K

Event2026-06-30

Filed2026-08-07

XLF

SELECT SECTOR SPDR TR

80.30%

Shares11.2K

Event2026-06-30

Filed2026-08-07

VMBS

VANGUARD SCOTTSDALE FDS

28.85%

Shares12.4K

Event2026-06-30

Filed2026-08-07

IWM

ISHARES TR

-4.45%

Shares1.9K

Event2026-06-30

Filed2026-08-07

PICK

ISHARES INC

-5.36%

Shares9.6K

Event2026-06-30

Filed2026-08-07

DFIV

DIMENSIONAL ETF TRUST

36.67%

Shares10.2K

Event2026-06-30

Filed2026-08-07

IEI

ISHARES TR

-14.44%

Shares4.6K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

-2.09%

Shares9.4K

Event2026-06-30

Filed2026-08-07

ITB

ISHARES TR

New

Shares5.1K

Event2026-06-30

Filed2026-08-07

INTC

INTEL CORP

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

CISCO SYS INC

34.00%

Shares4.3K

Event2026-06-30

Filed2026-08-07

VERIZON COMMUNICATIONS INC

37.43%

Shares11.6K

Event2026-06-30

Filed2026-08-07

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares15.7K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

New

Shares5.4K

Event2026-06-30

Filed2026-08-07

IGEB

ISHARES TR

0.90%

Shares10.6K

Event2026-06-30

Filed2026-08-07

COCA COLA CO

7.28%

Shares5.9K

Event2026-06-30

Filed2026-08-07

BROADCOM INC

15.41%

Shares1.3K

Event2026-06-30

Filed2026-08-07

PAA

PLAINS ALL AMERN PIPELINE L

33.33%

Shares21.0K

Event2026-06-30

Filed2026-08-07

DFSV

DIMENSIONAL ETF TRUST

2.51%

Shares11.9K

Event2026-06-30

Filed2026-08-07

LEN

LENNAR CORP

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

PFF

ISHARES TR

23.90%

Shares15.0K

Event2026-06-30

Filed2026-08-07

KMB

KIMBERLY-CLARK CORP

-38.85%

Shares4.0K

Event2026-06-30

Filed2026-08-07

DEM

WISDOMTREE TR

28.54%

Shares8.2K

Event2026-06-30

Filed2026-08-07

VCV

INVESCO CALIF VALUE MUN INCO

-12.56%

Shares40.4K

Event2026-06-30

Filed2026-08-07

ACCENTURE PLC IRELAND

New

Shares3.4K

Event2026-06-30

Filed2026-08-07

UPS

UNITED PARCEL SVCS INC

35.38%

Shares3.9K

Event2026-06-30

Filed2026-08-07

BKLN

INVESCO EXCH TRADED FD TR II

46.61%

Shares19.5K

Event2026-06-30

Filed2026-08-07

CHUBB LIMITED

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

DIVI

FRANKLIN TEMPLETON ETF TR

-1.36%

Shares9.1K

Event2026-06-30

Filed2026-08-07

BMY

BRISTOL-MYERS SQUIBB CO

2.25%

Shares6.6K

Event2026-06-30

Filed2026-08-07

ONEV

SPDR SERIES TRUST

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-07

WFC

WELLS FARGO & CO

11.96%

Shares4.5K

Event2026-06-30

Filed2026-08-07

SBUX

STARBUCKS CORP

15.93%

Shares3.7K

Event2026-06-30

Filed2026-08-07

BYLD

ISHARES TR

New

Shares16.4K

Event2026-06-30

Filed2026-08-07

VLU

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-07

TLH

ISHARES TR

-46.93%

Shares3.7K

Event2026-06-30

Filed2026-08-07

GLD

SPDR GOLD TR

51.52%

Shares1.0K

Event2026-06-30

Filed2026-08-07

PWRD

TCW ETF TRUST

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-07

TMO

THERMO FISHER SCIENTIFIC INC

13.03%

Shares720

Event2026-06-30

Filed2026-08-07

VGK

VANGUARD INTL EQUITY INDEX F

0.53%

Shares4.0K

Event2026-06-30

Filed2026-08-07

J P MORGAN EXCHANGE TRADED F

-4.91%

Shares5.7K

Event2026-06-30

Filed2026-08-07

ADOBE INC

5.73%

Shares1.7K

Event2026-06-30

Filed2026-08-07

PEP

PEPSICO INC

2.10%

Shares2.4K

Event2026-06-30

Filed2026-08-07

XTWY

BONDBLOXX ETF TRUST

-4.12%

Shares8.7K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-07

ITOT

ISHARES TR

1.69%

Shares2.0K

Event2026-06-30

Filed2026-08-07

PFE

PFIZER INC

-7.57%

Shares13.4K

Event2026-06-30

Filed2026-08-07

ADP

AUTOMATIC DATA PROCESSING IN

-50.87%

Shares1.4K

Event2026-06-30

Filed2026-08-07

GPIX

GOLDMAN SACHS ETF TR

New

Shares5.7K

Event2026-06-30

Filed2026-08-07

PTY

PIMCO CORPORATE & INCOME OPP

-1.47%

Shares26.1K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

New

Shares745

Event2026-06-30

Filed2026-08-07

SNPS

SYNOPSYS INC

0.00%

Shares687

Event2026-06-30

Filed2026-08-07

JUST

GOLDMAN SACHS ETF TR

-2.07%

Shares2.8K

Event2026-06-30

Filed2026-08-07

DOLLAR GEN CORP

18.75%

Shares2.6K

Event2026-06-30

Filed2026-08-07

EIX

EDISON INTL

New

Shares4.0K

Event2026-06-30

Filed2026-08-07

MICRON TECHNOLOGY INC

New

Shares256

Event2026-06-30

Filed2026-08-07

XTEN

BONDBLOXX ETF TRUST

-3.09%

Shares6.3K

Event2026-06-30

Filed2026-08-07

COLGATE PALMOLIVE CO

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

HOME DEPOT INC

3.62%

Shares802

Event2026-06-30

Filed2026-08-07

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares3.1K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

New

Shares1.9K

Event2026-06-30

Filed2026-08-07

XYL

XYLEM INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-07

IAU

ISHARES GOLD TR

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-07

CPER

UNITED STS COMMODITY INDEX F

4.19%

Shares7.1K

Event2026-06-30

Filed2026-08-07

CFR

CULLEN FROST BANKERS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-07

DES

WISDOMTREE TR

New

Shares6.5K

Event2026-06-30

Filed2026-08-07

XOP

SPDR SERIES TRUST

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

XLP

SELECT SECTOR SPDR TR

New

Shares3.1K

Event2026-06-30

Filed2026-08-07

NUSC

NUSHARES ETF TR

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-07

NULV

NUSHARES ETF TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-07

SGOV

ISHARES TR

4.95%

Shares2.5K

Event2026-06-30

Filed2026-08-07

RPM

RPM INTL INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-07

FCAL

FIRST TR EXCH TRADED FD III

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

VUG

VANGUARD INDEX FDS

New

Shares2.9K

Event2026-06-30

Filed2026-08-07

IVOV

VANGUARD ADMIRAL FDS INC

-1.67%

Shares2.2K

Event2026-06-30

Filed2026-08-07

SPG

SIMON PPTY GROUP INC NEW

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

IYH

ISHARES TR

New

Shares3.7K

Event2026-06-30

Filed2026-08-07

KMI

KINDER MORGAN INC DEL

3.66%

Shares7.6K

Event2026-06-30

Filed2026-08-07

XLV

SELECT SECTOR SPDR TR

New

Shares1.5K

Event2026-06-30

Filed2026-08-07

CLX

CLOROX CO DEL

New

Shares2.5K

Event2026-06-30

Filed2026-08-07

ESGV

VANGUARD WORLD FD

New

Shares1.8K

Event2026-06-30

Filed2026-08-07

AT&T INC

42.32%

Shares11.2K

Event2026-06-30

Filed2026-08-07

MUB

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-08-07

SNDK

SANDISK CORP

New

Shares98

Event2026-06-30

Filed2026-08-07

DXJ

WISDOMTREE TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-07

QLTA

ISHARES TR

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-07

FCFS

FIRSTCASH HOLDINGS INC

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

ESGD

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

QQQ

INVESCO QQQ TR

New

Shares288

Event2026-06-30

Filed2026-08-07

AXP

AMERICAN EXPRESS CO

New

Shares625

Event2026-06-30

Filed2026-08-07

ALC

ALCON AG

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-07

BIL

SPDR SERIES TRUST

-9.36%

Shares2.2K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

New

Shares1.7K

Event2026-06-30

Filed2026-08-07

HIX

WESTERN ASSET HIGH INCOM FD

0.00%

Shares47.9K

Event2026-06-30

Filed2026-08-07

STARWOOD PPTY TR INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-07

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

-1.22%

Shares16.2K

Event2026-06-30

Filed2026-08-07

PGP

PIMCO GLOBAL STOCKPLUS INCOM

0.00%

Shares14.0K

Event2026-06-30

Filed2026-08-07

GALT

GALECTIN THERAPEUTICS INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available