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The Analysis of Ascent Group, LLC's Holdings & P&L

Currently, Ascent Group, LLC holds 808 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in N/A (+860.1K shares, valued at $75.6M), IWF (+204.8K shares, valued at $25.4M), N/A (+819.3K shares, valued at $23.0M); decreased their positions in QUAL (-96.0K shares, valued at $21.1M), EFV (-169.4K shares, valued at $13.0M), IVE (-56.1K shares, valued at $12.7M); initiated new positions in N/A (+819.3K shares, valued at $23.0M), LNG (+8.6K shares, valued at $2.0M), BSV (+21.3K shares, valued at $1.7M).

1M P&L

+66.0M+2.55%

3M P&L

-19.3M-0.72%

HY P&L

-34.2M-1.27%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

51.1%

2Semiconductors160.3M

5.9%

3Internet Content & Information84.9M

3.1%

Top Industries by Stock Count

1N/A250 stocks

34.3%

2Banks - Regional21 stocks

2.9%

3Utilities - Regulated Electric18 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST2.5M shares52.95%2026-06-302026-08-03

IVW ISHARES TR736.9K shares0.60%2026-06-302026-08-03

AAPL APPLE INC289.1K shares1.98%2026-06-302026-08-03

NVDA NVIDIA CORPORATION406.1K shares4.98%2026-06-302026-08-03

IVE ISHARES TR342.4K shares-14.07%2026-06-302026-08-03

DYNF BLACKROCK ETF TRUST1.1M shares3.96%2026-06-302026-08-03

GOOGL ALPHABET INC153.8K shares-2.63%2026-06-302026-08-03

CORO BLACKROCK ETF TRUST1.4M shares6.44%2026-06-302026-08-03

Sponsored

MSFT MICROSOFT CORP132.1K shares-7.09%2026-06-302026-08-03

MUB ISHARES TR411.2K shares-1.22%2026-06-302026-08-03

ISHARES TR ISHARES TR444.3K shares1.44%2026-06-302026-08-03

BAI BLACKROCK ETF TRUST806.3K shares-17.14%2026-06-302026-08-03

EMGF ISHARES INC578.2K shares-19.51%2026-06-302026-08-03

AMZN AMAZON COM INC165.3K shares-3.07%2026-06-302026-08-03

IWF ISHARES TR271.7K shares306.32%2026-06-302026-08-03

SPMO INVESCO EXCH TRADED FD TR II197.8K shares-25.79%2026-06-302026-08-03

Sponsored

GOVT ISHARES TR1.4M shares6.97%2026-06-302026-08-03

BROADCOM INC BROADCOM INC81.1K shares-0.85%2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC53.5K shares-6.53%2026-06-302026-08-03

MBB ISHARES TR311.1K shares12.21%2026-06-302026-08-03

GLD SPDR GOLD TR79.0K shares-0.46%2026-06-302026-08-03

GOOG ALPHABET INC82.3K shares-3.02%2026-06-302026-08-03

ISHARES TR ISHARES TR36.1K shares0.82%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO81.6K shares-1.15%2026-06-302026-08-03

Sponsored

SHLD GLOBAL X FDS444.4K shares29.36%2026-06-302026-08-03

THRO BLACKROCK ETF TRUST582.8K shares-26.02%2026-06-302026-08-03

BLCR BLACKROCK ETF TRUST472.9K shares0.53%2026-06-302026-08-03

BLACKROCK ETF TRUST BLACKROCK ETF TRUST819.3K sharesnew addition2026-06-302026-08-03

ANET ARISTA NETWORKS INC134.9K shares-13.56%2026-06-302026-08-03

LLY ELI LILLY & CO18.8K shares8.92%2026-06-302026-08-03

EFV ISHARES TR276.9K shares-37.96%2026-06-302026-08-03

SHY ISHARES TR255.5K shares8.84%2026-06-302026-08-03

Sponsored

WMT WALMART INC181.8K shares0.32%2026-06-302026-08-03

SUB ISHARES TR192.3K shares2.40%2026-06-302026-08-03

SPYV SPDR SERIES TRUST326.7K shares-0.83%2026-06-302026-08-03

BNDX VANGUARD CHARLOTTE FDS410.0K shares-5.86%2026-06-302026-08-03

MU MICRON TECHNOLOGY INC17.1K shares33.89%2026-06-302026-08-03

SPTL SPDR SERIES TRUST739.7K shares-2.93%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC32.0K shares6.47%2026-06-302026-08-03

IWD ISHARES TR75.8K shares2.66%2026-06-302026-08-03

Sponsored

TFLO ISHARES TR359.8K shares29.89%2026-06-302026-08-03

JNJ JOHNSON & JOHNSON70.4K shares2.25%2026-06-302026-08-03

VOO VANGUARD INDEX FDS25.5K shares0.05%2026-06-302026-08-03

EZU ISHARES INC249.3K shares43.16%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL34.1K shares-11.59%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC143.6K shares6.58%2026-06-302026-08-03

SPYG SPDR SERIES TRUST140.8K shares-0.16%2026-06-302026-08-03

VISA INC VISA INC48.4K shares0.46%2026-06-302026-08-03

Sponsored

TIP ISHARES TR146.1K shares3369.24%2026-06-302026-08-03

IWR ISHARES TR144.5K shares13.14%2026-06-302026-08-03

SCHW SCHWAB CHARLES CORP171.7K shares33.29%2026-06-302026-08-03

BINC BLACKROCK ETF TRUST II296.7K shares-9.43%2026-06-302026-08-03

SCHZ SCHWAB STRATEGIC TR633.7K shares-5.44%2026-06-302026-08-03

SHYG ISHARES TR337.1K shares74.67%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION15.2K shares-2.63%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC29.7K shares59.31%2026-06-302026-08-03

Sponsored

PM PHILIP MORRIS INTL INC77.8K shares3.07%2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED25.6K shares-13.04%2026-06-302026-08-03

BBUS J P MORGAN EXCHANGE TRADED F97.5K shares1.64%2026-06-302026-08-03

GEV GE VERNOVA INC10.3K shares47.95%2026-06-302026-08-03

TSLA TESLA INC28.6K shares3.81%2026-06-302026-08-03

KLAC KLA CORP39.5K shares934.33%2026-06-302026-08-03

PG PROCTER & GAMBLE CO80.8K shares6.37%2026-06-302026-08-03

KNSL KINSALE CAP GROUP INC35.4K shares34.32%2026-06-302026-08-03

Sponsored

IAU ISHARES GOLD TR149.7K shares10.53%2026-06-302026-08-03

PGR PROGRESSIVE CORP51.3K shares22.35%2026-06-302026-08-03

ISHARES TR ISHARES TR115.6K shares-0.50%2026-06-302026-08-03

EFA ISHARES TR106.6K shares0.69%2026-06-302026-08-03

CAT CATERPILLAR INC10.4K shares62.80%2026-06-302026-08-03

EFAV ISHARES TR125.0K shares-1.73%2026-06-302026-08-03

IWM ISHARES TR36.5K shares10.42%2026-06-302026-08-03

INTC INTEL CORP77.9K shares52.56%2026-06-302026-08-03

Sponsored

MEDP MEDPACE HLDGS INC20.4K shares6.63%2026-06-302026-08-03

SSO PROSHARES TR159.3K shares-3.30%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP77.5K shares15.82%2026-06-302026-08-03

VEA VANGUARD TAX-MANAGED FDS146.1K shares2.11%2026-06-302026-08-03

IEMG ISHARES INC124.1K shares-1.34%2026-06-302026-08-03

AXP AMERICAN EXPRESS CO30.1K shares5.64%2026-06-302026-08-03

HD HOME DEPOT INC28.8K shares-0.32%2026-06-302026-08-03

WSO WATSCO INC24.1K shares7.67%2026-06-302026-08-03

Sponsored

IXUS ISHARES TR103.3K shares-1.08%2026-06-302026-08-03

HEI.A HEICO CORP NEW37.7K shares6.57%2026-06-302026-08-03

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II407.8K shares6.24%2026-06-302026-08-03

EWJ ISHARES INC102.4K shares43.22%2026-06-302026-08-03

USHY ISHARES TR253.3K shares47.42%2026-06-302026-08-03

LRCX LAM RESEARCH CORP21.6K shares5.16%2026-06-302026-08-03

CVX CHEVRON CORPORATION55.4K shares-2.43%2026-06-302026-08-03

ABBVIE INC ABBVIE INC35.9K shares7.58%2026-06-302026-08-03

Sponsored

TJX TJX COS INC NEW59.4K shares0.73%2026-06-302026-08-03

OEF ISHARES TR24.5K shares11.23%2026-06-302026-08-03

AAON AAON INC65.6K shares6.59%2026-06-302026-08-03

C CITIGROUP INC58.5K shares-5.76%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC11.3K shares-1.15%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC19.6K shares16.36%2026-06-302026-08-03

GILD GILEAD SCIENCES INC63.4K shares1.88%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.6K shares0.60%2026-06-302026-08-03

Sponsored

VOT VANGUARD INDEX FDS25.7K shares-4.02%2026-06-302026-08-03

LIN LINDE PLC14.9K shares3.79%2026-06-302026-08-03

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC9.6K shares25.19%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC21.2K shares27.34%2026-06-302026-08-03

KO COCA COLA CO88.2K shares-4.28%2026-06-302026-08-03

BAC BANK OF AMER CORP125.4K shares-1.49%2026-06-302026-08-03

GE GE AEROSPACE19.1K shares7.98%2026-06-302026-08-03

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.4K shares11.42%2026-06-302026-08-03

Sponsored

SUNB SUNBELT RENTALS HOLDINGS INC93.8K shares581.46%2026-06-302026-08-03

RTX CORPORATION RTX CORPORATION36.9K shares27.09%2026-06-302026-08-03

IBP INSTALLED BLDG PRODS INC29.8K shares6.78%2026-06-302026-08-03

WDC WESTERN DIGITAL CORP10.5K shares12.68%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC157.2K shares-7.16%2026-06-302026-08-03

VWO VANGUARD INTL EQUITY INDEX F111.2K shares1.03%2026-06-302026-08-03

SYSB ISHARES TR74.4K shares2.23%2026-06-302026-08-03

MO ALTRIA GROUP INC90.3K shares-2.83%2026-06-302026-08-03

Sponsored

VTV VANGUARD INDEX FDS29.1K shares-5.10%2026-06-302026-08-03

JIRE J P MORGAN EXCHANGE TRADED F75.7K shares-4.73%2026-06-302026-08-03

BND VANGUARD BD INDEX FDS84.5K shares17.14%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC6.1K shares9.17%2026-06-302026-08-03

HYG ISHARES TR74.4K shares-13.01%2026-06-302026-08-03

T AT&T INC282.8K shares3.62%2026-06-302026-08-03

BA BOEING CO27.0K shares37.20%2026-06-302026-08-03

MCD MCDONALDS CORP21.5K shares-0.55%2026-06-302026-08-03

Sponsored

VTEB VANGUARD MUN BD FDS114.8K shares3.27%2026-06-302026-08-03

UNP UNION PAC CORP21.1K shares8.36%2026-06-302026-08-03

TT TRANE TECHNOLOGIES PLC11.6K shares-0.47%2026-06-302026-08-03

TMO THERMO FISHER SCIENTIFIC INC11.3K shares0.75%2026-06-302026-08-03

PEP PEPSICO INC41.3K shares-7.07%2026-06-302026-08-03

EWC ISHARES INC96.5K shares46.86%2026-06-302026-08-03

VUG VANGUARD INDEX FDS63.9K shares492.03%2026-06-302026-08-03

WELL WELLTOWER INC24.0K shares3.99%2026-06-302026-08-03

Sponsored

MCK MCKESSON CORP7.0K shares3.99%2026-06-302026-08-03

MRK MERCK & CO INC41.3K shares11.12%2026-06-302026-08-03

VO VANGUARD INDEX FDS65.5K shares326.60%2026-06-302026-08-03

QUAL ISHARES TR24.0K shares-80.00%2026-06-302026-08-03

IYW ISHARES TR20.6K shares-1.63%2026-06-302026-08-03

EWU ISHARES TR112.2K shares56.44%2026-06-302026-08-03

FAST FASTENAL CO107.7K shares4.69%2026-06-302026-08-03

USMV ISHARES TR53.1K shares-44.96%2026-06-302026-08-03

Sponsored

TWFG TWFG INC212.3K shares21.71%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.71.2K shares-12.90%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS17.6K shares-3.50%2026-06-302026-08-03

SYK STRYKER CORPORATION15.2K shares17.07%2026-06-302026-08-03

ASML ASML HLDG NV2.4K shares20.09%2026-06-302026-08-03

WASTE MGMT INC DEL WASTE MGMT INC DEL21.2K shares12.20%2026-06-302026-08-03

CTAS CINTAS CORP27.7K shares-16.79%2026-06-302026-08-03

ORACLE CORP ORACLE CORP31.6K shares0.44%2026-06-302026-08-03

Sponsored

EPP ISHARES INC86.7K shares40.00%2026-06-302026-08-03

VBR VANGUARD INDEX FDS18.9K shares-1.33%2026-06-302026-08-03

AEP AMERICAN ELEC PWR CO INC32.9K shares0.71%2026-06-302026-08-03

VGT VANGUARD WORLD FD37.4K shares730.14%2026-06-302026-08-03

IWS ISHARES TR26.9K shares0.20%2026-06-302026-08-03

HWKN HAWKINS INC30.8K shares7.86%2026-06-302026-08-03

TFI SPDR SERIES TRUST94.2K shares494.12%2026-06-302026-08-03

IWB ISHARES TR10.5K shares0.72%2026-06-302026-08-03

Sponsored

USB US BANCORP70.5K shares1.19%2026-06-302026-08-03

EOG EOG RES INC32.8K shares11.30%2026-06-302026-08-03

VANGUARD INDEX FDS VANGUARD INDEX FDS11.5K shares2.45%2026-06-302026-08-03

VOE VANGUARD INDEX FDS21.2K shares-2.15%2026-06-302026-08-03

ISRG INTUITIVE SURGICAL INC10.5K shares-24.36%2026-06-302026-08-03

QUANTA SVCS INC QUANTA SVCS INC5.8K shares-2.47%2026-06-302026-08-03

PNC PNC FINL SVCS GROUP INC16.9K shares12.92%2026-06-302026-08-03

TMUS T-MOBILE US INC24.8K shares-15.15%2026-06-302026-08-03

Sponsored

APH AMPHENOL CORP23.4K shares3.75%2026-06-302026-08-03

EFG ISHARES TR32.9K shares-5.54%2026-06-302026-08-03

QCOM QUALCOMM INC22.0K shares16.43%2026-06-302026-08-03

CL COLGATE PALMOLIVE CO44.2K shares15.32%2026-06-302026-08-03

JGRO J P MORGAN EXCHANGE TRADED F40.3K shares-5.00%2026-06-302026-08-03

GLW CORNING INC15.4K shares179.23%2026-06-302026-08-03

ORLY OREILLY AUTOMOTIVE INC42.6K shares-19.45%2026-06-302026-08-03

F FORD MTR CO279.0K shares-23.11%2026-06-302026-08-03

Sponsored

WFC WELLS FARGO & CO46.9K shares3.17%2026-06-302026-08-03

IEI ISHARES TR32.9K shares-70.40%2026-06-302026-08-03

JAVA J P MORGAN EXCHANGE TRADED F48.5K shares-2.93%2026-06-302026-08-03

WMB WILLIAMS COS INC51.5K shares8.31%2026-06-302026-08-03

CFG CITIZENS FINL GROUP INC54.0K shares-34.54%2026-06-302026-08-03

PFE PFIZER INC157.2K shares-14.85%2026-06-302026-08-03

COF CAPITAL ONE FINL CORP18.6K shares-27.08%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC32.0K shares27.76%2026-06-302026-08-03

Sponsored

IGSB ISHARES TR70.9K shares-5.34%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP7.3K shares9.40%2026-06-302026-08-03

ROK ROCKWELL AUTOMATION INC7.4K shares3.58%2026-06-302026-08-03

ADP AUTOMATIC DATA PROCESSING IN16.1K shares12.71%2026-06-302026-08-03

EMB ISHARES TR37.4K shares6.33%2026-06-302026-08-03

SBUX STARBUCKS CORP35.1K shares1.96%2026-06-302026-08-03

VTIP VANGUARD MALVERN FDS67.7K shares434.32%2026-06-302026-08-03

SHV ISHARES TR30.8K shares-1.56%2026-06-302026-08-03

Sponsored

ADI ANALOG DEVICES INC8.5K shares-16.28%2026-06-302026-08-03

JBND J P MORGAN EXCHANGE TRADED F61.7K shares-10.13%2026-06-302026-08-03

MS MORGAN STANLEY15.7K shares0.44%2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO55.7K shares46.36%2026-06-302026-08-03

MRVL MARVELL TECHNOLOGY INC10.8K shares151.21%2026-06-302026-08-03

BK BANK OF NY MELLON CORP21.8K shares27.77%2026-06-302026-08-03

CME CME GROUP INC14.3K shares-5.43%2026-06-302026-08-03

DOMINION ENERGY INC DOMINION ENERGY INC45.7K shares-4.24%2026-06-302026-08-03

Sponsored

ETN EATON CORP PLC7.3K shares1.58%2026-06-302026-08-03

BLDR BUILDERS FIRSTSOURCE INC34.1K shares0.88%2026-06-302026-08-03

FERG FERGUSON ENTERPRISES INC12.8K shares6.95%2026-06-302026-08-03

PH PARKER-HANNIFIN CORP3.1K shares-2.15%2026-06-302026-08-03

JCPB J P MORGAN EXCHANGE TRADED F63.7K shares-7.37%2026-06-302026-08-03

MGV VANGUARD WORLD FD18.2K shares-4.03%2026-06-302026-08-03

EIX EDISON INTL39.9K shares5.27%2026-06-302026-08-03

UBER UBER TECHNOLOGIES INC41.1K shares2.31%2026-06-302026-08-03

Sponsored

ABT ABBOTT LABORATORIES32.7K shares11.49%2026-06-302026-08-03

TXN TEXAS INSTRS INC9.9K shares-8.49%2026-06-302026-08-03

IJR ISHARES TR19.5K shares0.38%2026-06-302026-08-03

DE DEERE & CO4.6K shares8.33%2026-06-302026-08-03

ECL ECOLAB INC10.4K shares-6.70%2026-06-302026-08-03

JPLD J P MORGAN EXCHANGE TRADED F55.0K shares78.39%2026-06-302026-08-03

WEC WEC ENERGY GROUP INC24.5K shares-7.75%2026-06-302026-08-03

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC8.6K shares11.64%2026-06-302026-08-03

Sponsored

AMGN AMGEN INC7.8K shares-0.98%2026-06-302026-08-03

CRM SALESFORCE INC18.1K shares-7.86%2026-06-302026-08-03

HIG HARTFORD INSURANCE GROUP INC21.3K shares4.20%2026-06-302026-08-03

UPS UNITED PARCEL SVCS INC26.2K shares3.43%2026-06-302026-08-03

ROST ROSS STORES INC13.2K shares6.94%2026-06-302026-08-03

HCA HCA HEALTHCARE INC7.1K shares-4.08%2026-06-302026-08-03

CHUBB LIMITED CHUBB LIMITED8.1K shares18.11%2026-06-302026-08-03

MET METLIFE INC32.4K shares6.58%2026-06-302026-08-03

Sponsored

GD GENERAL DYNAMICS CORP7.7K shares17.82%2026-06-302026-08-03

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND21.9K shares14.67%2026-06-302026-08-03

NSC NORFOLK SOUTHN CORP8.5K shares0.65%2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC30.4K shares-24.61%2026-06-302026-08-03

PLD PROLOGIS INC.19.3K shares8.71%2026-06-302026-08-03

FBND FIDELITY MERRIMACK STR TR57.2K shares45.20%2026-06-302026-08-03

AME AMETEK INC10.7K shares-1.72%2026-06-302026-08-03

MGK VANGUARD WORLD FD29.4K shares340.80%2026-06-302026-08-03

Sponsored

VYM VANGUARD WHITEHALL FDS16.2K shares-0.81%2026-06-302026-08-03

COP CONOCOPHILLIPS24.6K shares-5.59%2026-06-302026-08-03

TFC TRUIST FINL CORP50.9K shares23.00%2026-06-302026-08-03

SHM SPDR SERIES TRUST52.5K shares-17.56%2026-06-302026-08-03

EXC EXELON CORP54.0K shares20.70%2026-06-302026-08-03

BBAG J P MORGAN EXCHANGE TRADED F54.2K shares-13.95%2026-06-302026-08-03

FANG DIAMONDBACK ENERGY INC14.0K shares16.63%2026-06-302026-08-03

ITW ILLINOIS TOOL WKS INC9.1K shares14.82%2026-06-302026-08-03

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RF REGIONS FINANCIAL CORP NEW81.5K shares-4.29%2026-06-302026-08-03

BIV VANGUARD BD INDEX FDS32.0K shares94.86%2026-06-302026-08-03

VLO VALERO ENERGY CORP9.4K shares10.13%2026-06-302026-08-03

EBAY EBAY INC.21.7K shares7.38%2026-06-302026-08-03

HWM HOWMET AEROSPACE INC9.0K shares38.55%2026-06-302026-08-03

SERVICENOW INC SERVICENOW INC24.2K shares-14.55%2026-06-302026-08-03

IEF ISHARES TR24.9K shares20.06%2026-06-302026-08-03

FE FIRSTENERGY CORP49.2K shares2.72%2026-06-302026-08-03

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TDG TRANSDIGM GROUP INC1.7K shares5.17%2026-06-302026-08-03

LOW LOWES COS INC10.6K shares-20.90%2026-06-302026-08-03

TGT TARGET CORP17.8K shares255.79%2026-06-302026-08-03

BX BLACKSTONE INC19.8K shares-20.43%2026-06-302026-08-03

KMB KIMBERLY-CLARK CORP20.9K shares59.40%2026-06-302026-08-03

CSX CSX CORP48.2K shares-4.31%2026-06-302026-08-03

MPC MARATHON PETE CORP8.9K shares3.12%2026-06-302026-08-03

AON AON PLC6.8K shares2.93%2026-06-302026-08-03

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NEM NEWMONT CORP23.9K shares0.37%2026-06-302026-08-03

PPL CORP PPL CORP60.6K shares10.50%2026-06-302026-08-03

WAB WABTEC8.1K shares5.68%2026-06-302026-08-03

RSG REPUBLIC SVCS INC10.2K shares1.02%2026-06-302026-08-03

NDAQ NASDAQ INC27.6K shares72.69%2026-06-302026-08-03

ES EVERSOURCE ENERGY30.1K shares-6.29%2026-06-302026-08-03

SPDW SPDR INDEX SHS FDS42.5K shares-24.03%2026-06-302026-08-03

GIS GENERAL MILLS INC60.1K shares-9.11%2026-06-302026-08-03

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DIS DISNEY WALT CO21.7K shares3.90%2026-06-302026-08-03

DFAC DIMENSIONAL ETF TRUST47.0K shares227.71%2026-06-302026-08-03

PHM PULTE GROUP INC15.2K shares26.28%2026-06-302026-08-03

HBAN HUNTINGTON BANCSHARES INC117.2K shares30.42%2026-06-302026-08-03

APD AIR PRODUCTS AND CHEMICALS I7.1K shares-3.04%2026-06-302026-08-03

LNG CHENIERE ENERGY INC8.6K sharesnew addition2026-06-302026-08-03

XEL XCEL ENERGY INC25.5K shares4.73%2026-06-302026-08-03

IJH ISHARES TR26.5K shares7.69%2026-06-302026-08-03

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DHR DANAHER CORP DEL10.7K shares-4.03%2026-06-302026-08-03

SPEM SPDR INDEX SHS FDS39.3K shares1.47%2026-06-302026-08-03

NVS NOVARTIS AG12.8K shares-3.66%2026-06-302026-08-03

UNM UNUM GROUP22.4K shares10.16%2026-06-302026-08-03

VLUE ISHARES TR10.0K shares-8.21%2026-06-302026-08-03

SHW SHERWIN WILLIAMS CO5.8K shares-5.22%2026-06-302026-08-03

SDY SPDR SERIES TRUST13.1K shares0.00%2026-06-302026-08-03

DES WISDOMTREE TR48.7K shares-2.33%2026-06-302026-08-03

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MNST MONSTER BEVERAGE CORP NEW20.4K shares-3.42%2026-06-302026-08-03

GM GENERAL MTRS CO25.2K shares-22.51%2026-06-302026-08-03

ETR ENTERGY CORP NEW16.9K shares-20.83%2026-06-302026-08-03

PEG PUBLIC SVC ENTERPRISE GROUP23.9K shares52.21%2026-06-302026-08-03

PKG PACKAGING CORP AMER7.8K shares-2.51%2026-06-302026-08-03

VRTX VERTEX PHARMACEUTICALS INC3.7K shares-16.08%2026-06-302026-08-03

VEU VANGUARD INTL EQUITY INDEX F21.6K shares3.73%2026-06-302026-08-03

CINF CINCINNATI FINL CORP9.7K shares-4.05%2026-06-302026-08-03

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AFL AFLAC INC15.3K shares-2.88%2026-06-302026-08-03

EQIX EQUINIX INC1.7K shares4.96%2026-06-302026-08-03

DUK DUKE ENERGY CORP NEW14.1K shares-48.56%2026-06-302026-08-03

EMR EMERSON ELEC CO12.5K shares-8.15%2026-06-302026-08-03

ED CONSOLIDATED EDISON INC15.9K shares33.12%2026-06-302026-08-03

VXUS VANGUARD STAR FDS20.5K shares26.57%2026-06-302026-08-03

AJG GALLAGHER ARTHUR J & CO7.6K shares8.52%2026-06-302026-08-03

RBA RB GLOBAL INC14.7K shares-2.01%2026-06-302026-08-03

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NOC NORTHROP GRUMMAN CORP3.3K shares-4.45%2026-06-302026-08-03

CMI CUMMINS INC2.4K shares3.08%2026-06-302026-08-03

BOND PIMCO ETF TR18.3K shares-9.65%2026-06-302026-08-03

SYF SYNCHRONY FINANCIAL22.1K shares3.06%2026-06-302026-08-03

FNF FIDELITY NATL FINL INC35.5K shares19.39%2026-06-302026-08-03

OMC OMNICOM GROUP INC22.9K shares20.39%2026-06-302026-08-03

BSV VANGUARD BD INDEX FDS21.3K sharesnew addition2026-06-302026-08-03

NKE NIKE INC40.3K shares18.40%2026-06-302026-08-03

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VYMI VANGUARD WHITEHALL FDS16.9K shares-0.53%2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO17.3K shares12.99%2026-06-302026-08-03

S&P GLOBAL INC S&P GLOBAL INC4.1K shares2.40%2026-06-302026-08-03

HYD VANECK ETF TRUST31.5K sharesnew addition2026-06-302026-08-03

CMCSA COMCAST CORP NEW66.0K shares15.28%2026-06-302026-08-03

BSX BOSTON SCIENTIFIC CORP37.9K shares9.52%2026-06-302026-08-03

VB VANGUARD INDEX FDS5.3K shares-12.32%2026-06-302026-08-03

MMC MARSH & MCLENNAN COS INC9.5K shares-38.20%2026-06-302026-08-03

Sponsored

JBL JABIL INC4.1K shares-0.54%2026-06-302026-08-03

SNDK SANDISK CORP682 shares3.96%2026-06-302026-08-03

EXPE EXPEDIA GROUP INC6.0K shares10.49%2026-06-302026-08-03

SJM SMUCKER J M CO13.5K sharesnew addition2026-06-302026-08-03

ASTRAZENECA PLC ASTRAZENECA PLC8.0K shares-2.98%2026-06-302026-08-03

BG BUNGE GLOBAL SA14.2K shares81.80%2026-06-302026-08-03

AMT AMERICAN TOWER CORP9.2K shares22.58%2026-06-302026-08-03

CAH CARDINAL HEALTH INC6.4K shares1.22%2026-06-302026-08-03

Sponsored

MEDTRONIC PLC MEDTRONIC PLC19.3K shares-6.87%2026-06-302026-08-03

JGLO J P MORGAN EXCHANGE TRADED F21.0K shares-26.66%2026-06-302026-08-03

BIIB BIOGEN INC6.9K shares0.23%2026-06-302026-08-03

EMXC ISHARES INC14.4K shares0.19%2026-06-302026-08-03

JNK SPDR SERIES TRUST15.2K shares18.11%2026-06-302026-08-03

LHX L3HARRIS TECHNOLOGIES INC5.0K shares6.99%2026-06-302026-08-03

ITOT ISHARES TR8.9K shares-0.62%2026-06-302026-08-03

XLK SELECT SECTOR SPDR TR7.6K shares-11.42%2026-06-302026-08-03

Sponsored

COR CENCORA INC5.1K shares-9.76%2026-06-302026-08-03

BTI BRITISH AMERN TOB PLC23.1K shares-5.34%2026-06-302026-08-03

MDLZ MONDELEZ INTL INC24.2K shares17.84%2026-06-302026-08-03

ICVT ISHARES TR11.5K shares-50.93%2026-06-302026-08-03

MLM MARTIN MARIETTA MATLS INC2.4K shares3.94%2026-06-302026-08-03

CHD CHURCH & DWIGHT CO INC14.3K shares3.88%2026-06-302026-08-03

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC17.0K shares32.71%2026-06-302026-08-03

3M CO 3M CO8.5K shares17.00%2026-06-302026-08-03

Sponsored

CMS CMS ENERGY CORP17.9K shares6.51%2026-06-302026-08-03

ICE INTERCONTINENTAL EXCHANGE IN11.1K shares-15.26%2026-06-302026-08-03

ALL ALLSTATE CORP5.7K shares26.52%2026-06-302026-08-03

HPQ HP INC61.4K shares266.81%2026-06-302026-08-03

NI NISOURCE INC28.2K shares17.06%2026-06-302026-08-03

EXPD EXPEDITORS INTL WASH INC8.2K shares-2.59%2026-06-302026-08-03

TTE TOTALENERGIES SE17.2K shares-6.40%2026-06-302026-08-03

TPR TAPESTRY INC9.1K shares-9.82%2026-06-302026-08-03

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN6.2K shares4.15%2026-06-302026-08-03

VXF VANGUARD INDEX FDS5.4K shares-10.43%2026-06-302026-08-03

BKNG BOOKING HOLDINGS INC7.4K shares2441.98%2026-06-302026-08-03

OKE ONEOK INC NEW15.3K shares-14.08%2026-06-302026-08-03

VSS VANGUARD INTL EQUITY INDEX F8.5K shares1.47%2026-06-302026-08-03

HSBC HSBC HLDGS PLC13.6K shares1.17%2026-06-302026-08-03

IGM ISHARES TR7.9K shares-3.52%2026-06-302026-08-03

IUSB ISHARES TR28.1K shares72.84%2026-06-302026-08-03

Sponsored

BLK BLACKROCK INC1.3K shares0.82%2026-06-302026-08-03

KR KROGER CO23.3K shares12.81%2026-06-302026-08-03

PFG PRINCIPAL FINANCIAL GROUP IN11.9K shares7.80%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS5.4K shares-15.03%2026-06-302026-08-03

VTR VENTAS INC14.4K shares7.74%2026-06-302026-08-03

NTRS NORTHERN TR CORP7.4K shares-6.89%2026-06-302026-08-03

DFAX DIMENSIONAL ETF TRUST34.6K shares107.09%2026-06-302026-08-03

VST VISTRA CORP8.0K shares12.37%2026-06-302026-08-03

Sponsored

BBIN J P MORGAN EXCHANGE TRADED F16.1K shares-1.13%2026-06-302026-08-03

KEY KEYCORP54.2K shares11.58%2026-06-302026-08-03

ADOBE INC ADOBE INC6.1K shares-13.10%2026-06-302026-08-03

MAR MARRIOTT INTL INC NEW3.4K shares-25.74%2026-06-302026-08-03

QQQ INVESCO QQQ TR1.7K shares1.33%2026-06-302026-08-03

CVS CVS HEALTH CORP11.9K shares29.02%2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC2.8K shares-16.34%2026-06-302026-08-03

SW SMURFIT WESTROCK PLC26.1K shares21.63%2026-06-302026-08-03

Sponsored

IRM IRON MTN INC DEL9.5K shares9.96%2026-06-302026-08-03

RY ROYAL BK CDA5.8K shares5.72%2026-06-302026-08-03

OXY OCCIDENTAL PETE CORP24.7K shares12.33%2026-06-302026-08-03

PSX PHILLIPS 667.0K shares81.48%2026-06-302026-08-03

XAR SPDR SERIES TRUST4.2K shares123.89%2026-06-302026-08-03

TLH ISHARES TR11.7K shares-2.99%2026-06-302026-08-03

SRE SEMPRA12.7K shares-9.60%2026-06-302026-08-03

IDEV ISHARES TR13.1K shares-14.57%2026-06-302026-08-03

Sponsored

HONEYWELL INTL INC HONEYWELL INTL INC5.2K sharesnew addition2026-06-302026-08-03

FITB FIFTH THIRD BANCORP20.3K shares1.77%2026-06-302026-08-03

LQD ISHARES TR10.4K shares-10.81%2026-06-302026-08-03

SMB VANECK ETF TRUST65.3K shares52.01%2026-06-302026-08-03

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC5.1K sharesnew addition2026-06-302026-08-03

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP3.5K shares5.42%2026-06-302026-08-03

IBB ISHARES TR5.8K shares0.85%2026-06-302026-08-03

OMF ONEMAIN HLDGS INC18.0K shares9.29%2026-06-302026-08-03

Sponsored

IEUR ISHARES TR14.5K shares9.18%2026-06-302026-08-03

YUM YUM BRANDS INC6.7K shares-6.68%2026-06-302026-08-03

PAYX PAYCHEX INC10.9K shares-40.01%2026-06-302026-08-03

AIZ ASSURANT INC4.0K shares-1.06%2026-06-302026-08-03

SNPS SYNOPSYS INC2.4K shares-7.67%2026-06-302026-08-03

DAL DELTA AIR LINES INC11.4K shares42.04%2026-06-302026-08-03

BBY BEST BUY INC14.0K shares11.08%2026-06-302026-08-03

IVLU ISHARES TR25.4K shares-11.47%2026-06-302026-08-03

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION7.3K shares15.90%2026-06-302026-08-03

ESGU ISHARES TR6.4K shares7.32%2026-06-302026-08-03

IRTC IRHYTHM HOLDINGS INC8.8K shares-5.75%2026-06-302026-08-03

HPE HEWLETT PACKARD ENTERPRISE C23.1K shares-12.99%2026-06-302026-08-03

APPLOVIN CORP APPLOVIN CORP2.0K shares-8.94%2026-06-302026-08-03

SPTI SPDR SERIES TRUST36.4K shares15.48%2026-06-302026-08-03

MINT PIMCO ETF TR10.2K shares-6.71%2026-06-302026-08-03

CBOE CBOE GLOBAL MKTS INC4.2K shares10.55%2026-06-302026-08-03

Sponsored

IR INGERSOLL RAND INC12.4K shares19.97%2026-06-302026-08-03

DVN DEVON ENERGY CORP NEW24.6K shares-3.37%2026-06-302026-08-03

ULS UL SOLUTIONS INC9.9K shares8.89%2026-06-302026-08-03

PNW PINNACLE WEST CAP CORP9.4K shares0.23%2026-06-302026-08-03

CHT CHUNGHWA TELECOM CO LTD22.7K shares3.31%2026-06-302026-08-03

MTUM ISHARES TR2.9K shares-18.34%2026-06-302026-08-03

DTE DTE ENERGY CO6.5K shares-15.91%2026-06-302026-08-03

VFH VANGUARD WORLD FD7.5K shares1.03%2026-06-302026-08-03

Sponsored

GVI ISHARES TR9.2K shares33.09%2026-06-302026-08-03

CW CURTISS WRIGHT CORP1.3K shares13.05%2026-06-302026-08-03

CTSH COGNIZANT TECHNOLOGY SOLUTIO25.2K shares-13.24%2026-06-302026-08-03

MTB M & T BK CORP4.0K shares21.50%2026-06-302026-08-03

NTAP NETAPP INC6.2K shares11.08%2026-06-302026-08-03

AZO AUTOZONE INC300 shares-13.29%2026-06-302026-08-03

COHR COHERENT CORP2.4K sharesnew addition2026-06-302026-08-03

INTU INTUIT3.6K shares3.80%2026-06-302026-08-03

Sponsored

SRLN SSGA ACTIVE ETF TR23.4K shares73.10%2026-06-302026-08-03

CI THE CIGNA GROUP3.4K shares6.26%2026-06-302026-08-03

TFPM TRIPLE FLAG PRECIOUS METAL31.4K shares0.71%2026-06-302026-08-03

DRI DARDEN RESTAURANTS INC4.6K shares-2.11%2026-06-302026-08-03

ASE TECHNOLOGY HLDG CO LTD ASE TECHNOLOGY HLDG CO LTD20.7K shares13.00%2026-06-302026-08-03

UGI UGI CORP NEW26.9K shares53.30%2026-06-302026-08-03

TOST TOAST INC32.9K shares10.17%2026-06-302026-08-03

UAL UNITED AIRLS HLDGS INC6.7K shares-11.04%2026-06-302026-08-03

Sponsored

BANCO SANTANDER SA BANCO SANTANDER SA65.5K shares-7.58%2026-06-302026-08-03

BLV VANGUARD BD INDEX FDS13.1K shares0.04%2026-06-302026-08-03

SPSM SPDR SERIES TRUST15.7K shares-5.73%2026-06-302026-08-03

IP INTERNATIONAL PAPER CO23.6K shares151.21%2026-06-302026-08-03

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC6.4K shares11.22%2026-06-302026-08-03

CGMU CAPITAL GRP FIXED INCM ETF T32.6K shares8.85%2026-06-302026-08-03

ROP ROPER TECHNOLOGIES INC2.6K shares3.94%2026-06-302026-08-03

FOXA FOX CORP16.9K shares0.11%2026-06-302026-08-03

Sponsored

DEXCOM INC DEXCOM INC12.9K shares3.91%2026-06-302026-08-03

IWV ISHARES TR2.0K shares0.00%2026-06-302026-08-03

TWLO TWILIO INC4.1K shares0.70%2026-06-302026-08-03

XLF SELECT SECTOR SPDR TR15.9K shares-7.90%2026-06-302026-08-03

BBVA BANCO BILBAO VIZCAYA ARGENTA34.0K shares-6.33%2026-06-302026-08-03

FNDC SCHWAB STRATEGIC TR17.2K shares0.00%2026-06-302026-08-03

CIEN CIENA CORP1.7K shares44.04%2026-06-302026-08-03

VALE VALE S A55.4K shares2.85%2026-06-302026-08-03

Sponsored

MSCI MSCI INC1.5K shares35.85%2026-06-302026-08-03

SON SONOCO PRODS CO14.6K shares45.35%2026-06-302026-08-03

SCHX SCHWAB STRATEGIC TR28.0K shares6.86%2026-06-302026-08-03

UBS UBS GROUP AG16.6K shares-3.81%2026-06-302026-08-03

DHI D R HORTON INC5.0K shares4.65%2026-06-302026-08-03

IWN ISHARES TR3.7K shares6.94%2026-06-302026-08-03

BKR BAKER HUGHES COMPANY14.7K shares5.53%2026-06-302026-08-03

EME EMCOR GROUP INC975 shares-3.27%2026-06-302026-08-03

Sponsored

CRH CRH PLC7.5K shares-5.70%2026-06-302026-08-03

KHC KRAFT HEINZ CO33.9K shares98.51%2026-06-302026-08-03

LMBS FIRST TR EXCHANGE-TRADED FD15.9K shares0.82%2026-06-302026-08-03

ZOETIS INC ZOETIS INC10.9K shares-19.80%2026-06-302026-08-03

HLT HILTON WORLDWIDE HLDGS INC2.3K shares-53.57%2026-06-302026-08-03

O REALTY INCOME CORP12.4K shares28.74%2026-06-302026-08-03

IVZ INVESCO LTD29.0K shares214.69%2026-06-302026-08-03

BIL SPDR SERIES TRUST8.3K shares-36.05%2026-06-302026-08-03

Sponsored

HUBB HUBBELL INC1.5K shares-0.07%2026-06-302026-08-03

SPMD SPDR SERIES TRUST11.2K shares-6.29%2026-06-302026-08-03

CDNS CADENCE DESIGN SYSTEM INC2.0K shares1.16%2026-06-302026-08-03

ATO ATMOS ENERGY CORP4.4K shares-3.15%2026-06-302026-08-03

ARM ARM HOLDINGS PLC2.1K shares15.74%2026-06-302026-08-03

DFUV DIMENSIONAL ETF TRUST13.5K shares24.64%2026-06-302026-08-03

CGHM CAPITAL GRP FIXED INCM ETF T28.5K shares10.34%2026-06-302026-08-03

CERY SPDR SERIES TRUST21.9K shares-1.59%2026-06-302026-08-03

Sponsored

VIS VANGUARD WORLD FD2.0K shares0.00%2026-06-302026-08-03

SYY SYSCO CORP8.6K shares0.98%2026-06-302026-08-03

XLE SELECT SECTOR SPDR TR13.5K shares42.89%2026-06-302026-08-03

ELV ELEVANCE HEALTH INC FORMERLY1.8K shares24.70%2026-06-302026-08-03

HLN HALEON PLC76.1K shares18.13%2026-06-302026-08-03

GBF ISHARES TR6.7K sharesnew addition2026-06-302026-08-03

MSI MOTOROLA SOLUTIONS INC1.7K shares-1.88%2026-06-302026-08-03

DFAS DIMENSIONAL ETF TRUST8.4K shares57.34%2026-06-302026-08-03

Sponsored

B BARRICK MNG CORP18.8K shares0.31%2026-06-302026-08-03

IEV ISHARES TR9.5K shares-4.59%2026-06-302026-08-03

MCO MOODYS CORP1.5K shares5.24%2026-06-302026-08-03

DFAT DIMENSIONAL ETF TRUST9.7K shares174.81%2026-06-302026-08-03

SHOP SHOPIFY INC5.9K shares-6.52%2026-06-302026-08-03

TD TORONTO DOMINION BK ONT5.5K shares3.83%2026-06-302026-08-03

UTHR UNITED THERAPEUTICS CORP DEL1.2K shares-2.87%2026-06-302026-08-03

SPG SIMON PPTY GROUP INC NEW2.9K shares6.71%2026-06-302026-08-03

Sponsored

FLEX FLEX LTD4.0K sharesnew addition2026-06-302026-08-03

GNRC GENERAC HLDGS INC2.2K shares6.16%2026-06-302026-08-03

SEIC SEI INVTS CO7.5K shares-17.55%2026-06-302026-08-03

EEM ISHARES TR9.5K shares-0.70%2026-06-302026-08-03

DATADOG INC DATADOG INC2.5K shares8.14%2026-06-302026-08-03

TROW PRICE T ROWE GROUP INC5.7K shares51.01%2026-06-302026-08-03

CGDV CAPITAL GROUP DIVIDEND VALUE12.9K shares-3.67%2026-06-302026-08-03

LNC LINCOLN NATL CORP IND17.9K sharesnew addition2026-06-302026-08-03

Sponsored

TER TERADYNE INC1.3K shares0.39%2026-06-302026-08-03

GNMA ISHARES TR14.0K shares65.75%2026-06-302026-08-03

VCIT VANGUARD SCOTTSDALE FDS7.5K shares-3.98%2026-06-302026-08-03

FTNT FORTINET INC4.0K shares2.86%2026-06-302026-08-03

DVY ISHARES TR3.9K shares-8.42%2026-06-302026-08-03

CLOUDFLARE INC CLOUDFLARE INC2.5K shares4.58%2026-06-302026-08-03

SLB SLB LIMITED13.2K shares1.69%2026-06-302026-08-03

LCTU BLACKROCK ETF TRUST7.7K shares11.67%2026-06-302026-08-03

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET13.7K shares-4.94%2026-06-302026-08-03

GPC GENUINE PARTS CO5.2K shares156.44%2026-06-302026-08-03

SCZ ISHARES TR7.4K shares-8.20%2026-06-302026-08-03

IQV IQVIA HLDGS INC3.1K sharesnew addition2026-06-302026-08-03

LUMENTUM HLDGS INC LUMENTUM HLDGS INC696 sharesnew addition2026-06-302026-08-03

CLS CELESTICA INC1.6K shares-12.57%2026-06-302026-08-03

CORTEVA INC CORTEVA INC7.0K shares13.22%2026-06-302026-08-03

SPHY SPDR SERIES TRUST25.1K sharesnew addition2026-06-302026-08-03

Sponsored

FDX FEDEX CORP1.9K shares-18.07%2026-06-302026-08-03

TEL TE CONNECTIVITY PLC2.9K shares0.00%2026-06-302026-08-03

P EVERPURE INC7.4K shares-6.66%2026-06-302026-08-03

CGGE CAPITAL GROUP GLOBAL EQUITY16.5K shares-3.81%2026-06-302026-08-03

SPDR SERIES TRUST

52.95%

Shares2.5M

Event2026-06-30

Filed2026-08-03

IVW

ISHARES TR

0.60%

Shares736.9K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

1.98%

Shares289.1K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

4.98%

Shares406.1K

Event2026-06-30

Filed2026-08-03

IVE

ISHARES TR

-14.07%

Shares342.4K

Event2026-06-30

Filed2026-08-03

DYNF

BLACKROCK ETF TRUST

3.96%

Shares1.1M

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-2.63%

Shares153.8K

Event2026-06-30

Filed2026-08-03

CORO

BLACKROCK ETF TRUST

6.44%

Shares1.4M

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-7.09%

Shares132.1K

Event2026-06-30

Filed2026-08-03

MUB

ISHARES TR

-1.22%

Shares411.2K

Event2026-06-30

Filed2026-08-03

ISHARES TR

1.44%

Shares444.3K

Event2026-06-30

Filed2026-08-03

BAI

BLACKROCK ETF TRUST

-17.14%

Shares806.3K

Event2026-06-30

Filed2026-08-03

EMGF

ISHARES INC

-19.51%

Shares578.2K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-3.07%

Shares165.3K

Event2026-06-30

Filed2026-08-03

IWF

ISHARES TR

306.32%

Shares271.7K

Event2026-06-30

Filed2026-08-03

SPMO

INVESCO EXCH TRADED FD TR II

-25.79%

Shares197.8K

Event2026-06-30

Filed2026-08-03

GOVT

ISHARES TR

6.97%

Shares1.4M

Event2026-06-30

Filed2026-08-03

BROADCOM INC

-0.85%

Shares81.1K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

-6.53%

Shares53.5K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

12.21%

Shares311.1K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

-0.46%

Shares79.0K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

-3.02%

Shares82.3K

Event2026-06-30

Filed2026-08-03

ISHARES TR

0.82%

Shares36.1K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-1.15%

Shares81.6K

Event2026-06-30

Filed2026-08-03

SHLD

GLOBAL X FDS

29.36%

Shares444.4K

Event2026-06-30

Filed2026-08-03

THRO

BLACKROCK ETF TRUST

-26.02%

Shares582.8K

Event2026-06-30

Filed2026-08-03

BLCR

BLACKROCK ETF TRUST

0.53%

Shares472.9K

Event2026-06-30

Filed2026-08-03

BLACKROCK ETF TRUST

New

Shares819.3K

Event2026-06-30

Filed2026-08-03

ANET

ARISTA NETWORKS INC

-13.56%

Shares134.9K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

8.92%

Shares18.8K

Event2026-06-30

Filed2026-08-03

EFV

ISHARES TR

-37.96%

Shares276.9K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

8.84%

Shares255.5K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

0.32%

Shares181.8K

Event2026-06-30

Filed2026-08-03

SUB

ISHARES TR

2.40%

Shares192.3K

Event2026-06-30

Filed2026-08-03

SPYV

SPDR SERIES TRUST

-0.83%

Shares326.7K

Event2026-06-30

Filed2026-08-03

BNDX

VANGUARD CHARLOTTE FDS

-5.86%

Shares410.0K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

33.89%

Shares17.1K

Event2026-06-30

Filed2026-08-03

SPTL

SPDR SERIES TRUST

-2.93%

Shares739.7K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

6.47%

Shares32.0K

Event2026-06-30

Filed2026-08-03

IWD

ISHARES TR

2.66%

Shares75.8K

Event2026-06-30

Filed2026-08-03

TFLO

ISHARES TR

29.89%

Shares359.8K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

2.25%

Shares70.4K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

0.05%

Shares25.5K

Event2026-06-30

Filed2026-08-03

EZU

ISHARES INC

43.16%

Shares249.3K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-11.59%

Shares34.1K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

6.58%

Shares143.6K

Event2026-06-30

Filed2026-08-03

SPYG

SPDR SERIES TRUST

-0.16%

Shares140.8K

Event2026-06-30

Filed2026-08-03

VISA INC

0.46%

Shares48.4K

Event2026-06-30

Filed2026-08-03

TIP

ISHARES TR

3369.24%

Shares146.1K

Event2026-06-30

Filed2026-08-03

IWR

ISHARES TR

13.14%

Shares144.5K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

33.29%

Shares171.7K

Event2026-06-30

Filed2026-08-03

BINC

BLACKROCK ETF TRUST II

-9.43%

Shares296.7K

Event2026-06-30

Filed2026-08-03

SCHZ

SCHWAB STRATEGIC TR

-5.44%

Shares633.7K

Event2026-06-30

Filed2026-08-03

SHYG

ISHARES TR

74.67%

Shares337.1K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-2.63%

Shares15.2K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

59.31%

Shares29.7K

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

3.07%

Shares77.8K

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-13.04%

Shares25.6K

Event2026-06-30

Filed2026-08-03

BBUS

J P MORGAN EXCHANGE TRADED F

1.64%

Shares97.5K

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

47.95%

Shares10.3K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

3.81%

Shares28.6K

Event2026-06-30

Filed2026-08-03

KLAC

KLA CORP

934.33%

Shares39.5K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

6.37%

Shares80.8K

Event2026-06-30

Filed2026-08-03

KNSL

KINSALE CAP GROUP INC

34.32%

Shares35.4K

Event2026-06-30

Filed2026-08-03

IAU

ISHARES GOLD TR

10.53%

Shares149.7K

Event2026-06-30

Filed2026-08-03

PGR

PROGRESSIVE CORP

22.35%

Shares51.3K

Event2026-06-30

Filed2026-08-03

ISHARES TR

-0.50%

Shares115.6K

Event2026-06-30

Filed2026-08-03

EFA

ISHARES TR

0.69%

Shares106.6K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

62.80%

Shares10.4K

Event2026-06-30

Filed2026-08-03

EFAV

ISHARES TR

-1.73%

Shares125.0K

Event2026-06-30

Filed2026-08-03

IWM

ISHARES TR

10.42%

Shares36.5K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

52.56%

Shares77.9K

Event2026-06-30

Filed2026-08-03

MEDP

MEDPACE HLDGS INC

6.63%

Shares20.4K

Event2026-06-30

Filed2026-08-03

SSO

PROSHARES TR

-3.30%

Shares159.3K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

15.82%

Shares77.5K

Event2026-06-30

Filed2026-08-03

VEA

VANGUARD TAX-MANAGED FDS

2.11%

Shares146.1K

Event2026-06-30

Filed2026-08-03

IEMG

ISHARES INC

-1.34%

Shares124.1K

Event2026-06-30

Filed2026-08-03

AXP

AMERICAN EXPRESS CO

5.64%

Shares30.1K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

-0.32%

Shares28.8K

Event2026-06-30

Filed2026-08-03

WSO

WATSCO INC

7.67%

Shares24.1K

Event2026-06-30

Filed2026-08-03

IXUS

ISHARES TR

-1.08%

Shares103.3K

Event2026-06-30

Filed2026-08-03

HEI.A

HEICO CORP NEW

6.57%

Shares37.7K

Event2026-06-30

Filed2026-08-03

INVESCO EXCH TRADED FD TR II

6.24%

Shares407.8K

Event2026-06-30

Filed2026-08-03

EWJ

ISHARES INC

43.22%

Shares102.4K

Event2026-06-30

Filed2026-08-03

USHY

ISHARES TR

47.42%

Shares253.3K

Event2026-06-30

Filed2026-08-03

LRCX

LAM RESEARCH CORP

5.16%

Shares21.6K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-2.43%

Shares55.4K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

7.58%

Shares35.9K

Event2026-06-30

Filed2026-08-03

TJX

TJX COS INC NEW

0.73%

Shares59.4K

Event2026-06-30

Filed2026-08-03

OEF

ISHARES TR

11.23%

Shares24.5K

Event2026-06-30

Filed2026-08-03

AAON

AAON INC

6.59%

Shares65.6K

Event2026-06-30

Filed2026-08-03

CITIGROUP INC

-5.76%

Shares58.5K

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

-1.15%

Shares11.3K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

16.36%

Shares19.6K

Event2026-06-30

Filed2026-08-03

GILD

GILEAD SCIENCES INC

1.88%

Shares63.4K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

0.60%

Shares10.6K

Event2026-06-30

Filed2026-08-03

VOT

VANGUARD INDEX FDS

-4.02%

Shares25.7K

Event2026-06-30

Filed2026-08-03

LIN

LINDE PLC

3.79%

Shares14.9K

Event2026-06-30

Filed2026-08-03

CROWDSTRIKE HLDGS INC

25.19%

Shares9.6K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

27.34%

Shares21.2K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

-4.28%

Shares88.2K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

-1.49%

Shares125.4K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

7.98%

Shares19.1K

Event2026-06-30

Filed2026-08-03

SEAGATE TECHNOLOGY HLDNGS PL

11.42%

Shares7.4K

Event2026-06-30

Filed2026-08-03

SUNB

SUNBELT RENTALS HOLDINGS INC

581.46%

Shares93.8K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

27.09%

Shares36.9K

Event2026-06-30

Filed2026-08-03

IBP

INSTALLED BLDG PRODS INC

6.78%

Shares29.8K

Event2026-06-30

Filed2026-08-03

WDC

WESTERN DIGITAL CORP

12.68%

Shares10.5K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

-7.16%

Shares157.2K

Event2026-06-30

Filed2026-08-03

VWO

VANGUARD INTL EQUITY INDEX F

1.03%

Shares111.2K

Event2026-06-30

Filed2026-08-03

SYSB

ISHARES TR

2.23%

Shares74.4K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

-2.83%

Shares90.3K

Event2026-06-30

Filed2026-08-03

VTV

VANGUARD INDEX FDS

-5.10%

Shares29.1K

Event2026-06-30

Filed2026-08-03

JIRE

J P MORGAN EXCHANGE TRADED F

-4.73%

Shares75.7K

Event2026-06-30

Filed2026-08-03

BND

VANGUARD BD INDEX FDS

17.14%

Shares84.5K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

9.17%

Shares6.1K

Event2026-06-30

Filed2026-08-03

HYG

ISHARES TR

-13.01%

Shares74.4K

Event2026-06-30

Filed2026-08-03

AT&T INC

3.62%

Shares282.8K

Event2026-06-30

Filed2026-08-03

BOEING CO

37.20%

Shares27.0K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

-0.55%

Shares21.5K

Event2026-06-30

Filed2026-08-03

VTEB

VANGUARD MUN BD FDS

3.27%

Shares114.8K

Event2026-06-30

Filed2026-08-03

UNP

UNION PAC CORP

8.36%

Shares21.1K

Event2026-06-30

Filed2026-08-03

TRANE TECHNOLOGIES PLC

-0.47%

Shares11.6K

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

0.75%

Shares11.3K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-7.07%

Shares41.3K

Event2026-06-30

Filed2026-08-03

EWC

ISHARES INC

46.86%

Shares96.5K

Event2026-06-30

Filed2026-08-03

VUG

VANGUARD INDEX FDS

492.03%

Shares63.9K

Event2026-06-30

Filed2026-08-03

WELL

WELLTOWER INC

3.99%

Shares24.0K

Event2026-06-30

Filed2026-08-03

MCK

MCKESSON CORP

3.99%

Shares7.0K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

11.12%

Shares41.3K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

326.60%

Shares65.5K

Event2026-06-30

Filed2026-08-03

QUAL

ISHARES TR

-80.00%

Shares24.0K

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

-1.63%

Shares20.6K

Event2026-06-30

Filed2026-08-03

EWU

ISHARES TR

56.44%

Shares112.2K

Event2026-06-30

Filed2026-08-03

FAST

FASTENAL CO

4.69%

Shares107.7K

Event2026-06-30

Filed2026-08-03

USMV

ISHARES TR

-44.96%

Shares53.1K

Event2026-06-30

Filed2026-08-03

TWFG

TWFG INC

21.71%

Shares212.3K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-12.90%

Shares71.2K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

-3.50%

Shares17.6K

Event2026-06-30

Filed2026-08-03

SYK

STRYKER CORPORATION

17.07%

Shares15.2K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

20.09%

Shares2.4K

Event2026-06-30

Filed2026-08-03

WASTE MGMT INC DEL

12.20%

Shares21.2K

Event2026-06-30

Filed2026-08-03

CTAS

CINTAS CORP

-16.79%

Shares27.7K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

0.44%

Shares31.6K

Event2026-06-30

Filed2026-08-03

EPP

ISHARES INC

40.00%

Shares86.7K

Event2026-06-30

Filed2026-08-03

VBR

VANGUARD INDEX FDS

-1.33%

Shares18.9K

Event2026-06-30

Filed2026-08-03

AEP

AMERICAN ELEC PWR CO INC

0.71%

Shares32.9K

Event2026-06-30

Filed2026-08-03

VGT

VANGUARD WORLD FD

730.14%

Shares37.4K

Event2026-06-30

Filed2026-08-03

IWS

ISHARES TR

0.20%

Shares26.9K

Event2026-06-30

Filed2026-08-03

HWKN

HAWKINS INC

7.86%

Shares30.8K

Event2026-06-30

Filed2026-08-03

TFI

SPDR SERIES TRUST

494.12%

Shares94.2K

Event2026-06-30

Filed2026-08-03

IWB

ISHARES TR

0.72%

Shares10.5K

Event2026-06-30

Filed2026-08-03

USB

US BANCORP

1.19%

Shares70.5K

Event2026-06-30

Filed2026-08-03

EOG

EOG RES INC

11.30%

Shares32.8K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

2.45%

Shares11.5K

Event2026-06-30

Filed2026-08-03

VOE

VANGUARD INDEX FDS

-2.15%

Shares21.2K

Event2026-06-30

Filed2026-08-03

ISRG

INTUITIVE SURGICAL INC

-24.36%

Shares10.5K

Event2026-06-30

Filed2026-08-03

QUANTA SVCS INC

-2.47%

Shares5.8K

Event2026-06-30

Filed2026-08-03

PNC

PNC FINL SVCS GROUP INC

12.92%

Shares16.9K

Event2026-06-30

Filed2026-08-03

TMUS

T-MOBILE US INC

-15.15%

Shares24.8K

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

3.75%

Shares23.4K

Event2026-06-30

Filed2026-08-03

EFG

ISHARES TR

-5.54%

Shares32.9K

Event2026-06-30

Filed2026-08-03

QCOM

QUALCOMM INC

16.43%

Shares22.0K

Event2026-06-30

Filed2026-08-03

COLGATE PALMOLIVE CO

15.32%

Shares44.2K

Event2026-06-30

Filed2026-08-03

JGRO

J P MORGAN EXCHANGE TRADED F

-5.00%

Shares40.3K

Event2026-06-30

Filed2026-08-03

GLW

CORNING INC

179.23%

Shares15.4K

Event2026-06-30

Filed2026-08-03

ORLY

OREILLY AUTOMOTIVE INC

-19.45%

Shares42.6K

Event2026-06-30

Filed2026-08-03

FORD MTR CO

-23.11%

Shares279.0K

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

3.17%

Shares46.9K

Event2026-06-30

Filed2026-08-03

IEI

ISHARES TR

-70.40%

Shares32.9K

Event2026-06-30

Filed2026-08-03

JAVA

J P MORGAN EXCHANGE TRADED F

-2.93%

Shares48.5K

Event2026-06-30

Filed2026-08-03

WMB

WILLIAMS COS INC

8.31%

Shares51.5K

Event2026-06-30

Filed2026-08-03

CFG

CITIZENS FINL GROUP INC

-34.54%

Shares54.0K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

-14.85%

Shares157.2K

Event2026-06-30

Filed2026-08-03

COF

CAPITAL ONE FINL CORP

-27.08%

Shares18.6K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

27.76%

Shares32.0K

Event2026-06-30

Filed2026-08-03

IGSB

ISHARES TR

-5.34%

Shares70.9K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

9.40%

Shares7.3K

Event2026-06-30

Filed2026-08-03

ROK

ROCKWELL AUTOMATION INC

3.58%

Shares7.4K

Event2026-06-30

Filed2026-08-03

ADP

AUTOMATIC DATA PROCESSING IN

12.71%

Shares16.1K

Event2026-06-30

Filed2026-08-03

EMB

ISHARES TR

6.33%

Shares37.4K

Event2026-06-30

Filed2026-08-03

SBUX

STARBUCKS CORP

1.96%

Shares35.1K

Event2026-06-30

Filed2026-08-03

VTIP

VANGUARD MALVERN FDS

434.32%

Shares67.7K

Event2026-06-30

Filed2026-08-03

SHV

ISHARES TR

-1.56%

Shares30.8K

Event2026-06-30

Filed2026-08-03

ADI

ANALOG DEVICES INC

-16.28%

Shares8.5K

Event2026-06-30

Filed2026-08-03

JBND

J P MORGAN EXCHANGE TRADED F

-10.13%

Shares61.7K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

0.44%

Shares15.7K

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

46.36%

Shares55.7K

Event2026-06-30

Filed2026-08-03

MRVL

MARVELL TECHNOLOGY INC

151.21%

Shares10.8K

Event2026-06-30

Filed2026-08-03

BANK OF NY MELLON CORP

27.77%

Shares21.8K

Event2026-06-30

Filed2026-08-03

CME

CME GROUP INC

-5.43%

Shares14.3K

Event2026-06-30

Filed2026-08-03

DOMINION ENERGY INC

-4.24%

Shares45.7K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

1.58%

Shares7.3K

Event2026-06-30

Filed2026-08-03

BLDR

BUILDERS FIRSTSOURCE INC

0.88%

Shares34.1K

Event2026-06-30

Filed2026-08-03

FERG

FERGUSON ENTERPRISES INC

6.95%

Shares12.8K

Event2026-06-30

Filed2026-08-03

PARKER-HANNIFIN CORP

-2.15%

Shares3.1K

Event2026-06-30

Filed2026-08-03

JCPB

J P MORGAN EXCHANGE TRADED F

-7.37%

Shares63.7K

Event2026-06-30

Filed2026-08-03

MGV

VANGUARD WORLD FD

-4.03%

Shares18.2K

Event2026-06-30

Filed2026-08-03

EIX

EDISON INTL

5.27%

Shares39.9K

Event2026-06-30

Filed2026-08-03

UBER

UBER TECHNOLOGIES INC

2.31%

Shares41.1K

Event2026-06-30

Filed2026-08-03

ABT

ABBOTT LABORATORIES

11.49%

Shares32.7K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

-8.49%

Shares9.9K

Event2026-06-30

Filed2026-08-03

IJR

ISHARES TR

0.38%

Shares19.5K

Event2026-06-30

Filed2026-08-03

DEERE & CO

8.33%

Shares4.6K

Event2026-06-30

Filed2026-08-03

ECL

ECOLAB INC

-6.70%

Shares10.4K

Event2026-06-30

Filed2026-08-03

JPLD

J P MORGAN EXCHANGE TRADED F

78.39%

Shares55.0K

Event2026-06-30

Filed2026-08-03

WEC

WEC ENERGY GROUP INC

-7.75%

Shares24.5K

Event2026-06-30

Filed2026-08-03

TRAVELERS COMPANIES INC

11.64%

Shares8.6K

Event2026-06-30

Filed2026-08-03

AMGN

AMGEN INC

-0.98%

Shares7.8K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

-7.86%

Shares18.1K

Event2026-06-30

Filed2026-08-03

HIG

HARTFORD INSURANCE GROUP INC

4.20%

Shares21.3K

Event2026-06-30

Filed2026-08-03

UPS

UNITED PARCEL SVCS INC

3.43%

Shares26.2K

Event2026-06-30

Filed2026-08-03

ROST

ROSS STORES INC

6.94%

Shares13.2K

Event2026-06-30

Filed2026-08-03

HCA

HCA HEALTHCARE INC

-4.08%

Shares7.1K

Event2026-06-30

Filed2026-08-03

CHUBB LIMITED

18.11%

Shares8.1K

Event2026-06-30

Filed2026-08-03

MET

METLIFE INC

6.58%

Shares32.4K

Event2026-06-30

Filed2026-08-03

GENERAL DYNAMICS CORP

17.82%

Shares7.7K

Event2026-06-30

Filed2026-08-03

ACCENTURE PLC IRELAND

14.67%

Shares21.9K

Event2026-06-30

Filed2026-08-03

NSC

NORFOLK SOUTHN CORP

0.65%

Shares8.5K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

-24.61%

Shares30.4K

Event2026-06-30

Filed2026-08-03

PLD

PROLOGIS INC.

8.71%

Shares19.3K

Event2026-06-30

Filed2026-08-03

FBND

FIDELITY MERRIMACK STR TR

45.20%

Shares57.2K

Event2026-06-30

Filed2026-08-03

AME

AMETEK INC

-1.72%

Shares10.7K

Event2026-06-30

Filed2026-08-03

MGK

VANGUARD WORLD FD

340.80%

Shares29.4K

Event2026-06-30

Filed2026-08-03

VYM

VANGUARD WHITEHALL FDS

-0.81%

Shares16.2K

Event2026-06-30

Filed2026-08-03

COP

CONOCOPHILLIPS

-5.59%

Shares24.6K

Event2026-06-30

Filed2026-08-03

TFC

TRUIST FINL CORP

23.00%

Shares50.9K

Event2026-06-30

Filed2026-08-03

SHM

SPDR SERIES TRUST

-17.56%

Shares52.5K

Event2026-06-30

Filed2026-08-03

EXC

EXELON CORP

20.70%

Shares54.0K

Event2026-06-30

Filed2026-08-03

BBAG

J P MORGAN EXCHANGE TRADED F

-13.95%

Shares54.2K

Event2026-06-30

Filed2026-08-03

FANG

DIAMONDBACK ENERGY INC

16.63%

Shares14.0K

Event2026-06-30

Filed2026-08-03

ITW

ILLINOIS TOOL WKS INC

14.82%

Shares9.1K

Event2026-06-30

Filed2026-08-03

REGIONS FINANCIAL CORP NEW

-4.29%

Shares81.5K

Event2026-06-30

Filed2026-08-03

BIV

VANGUARD BD INDEX FDS

94.86%

Shares32.0K

Event2026-06-30

Filed2026-08-03

VLO

VALERO ENERGY CORP

10.13%

Shares9.4K

Event2026-06-30

Filed2026-08-03

EBAY

EBAY INC.

7.38%

Shares21.7K

Event2026-06-30

Filed2026-08-03

HWM

HOWMET AEROSPACE INC

38.55%

Shares9.0K

Event2026-06-30

Filed2026-08-03

SERVICENOW INC

-14.55%

Shares24.2K

Event2026-06-30

Filed2026-08-03

IEF

ISHARES TR

20.06%

Shares24.9K

Event2026-06-30

Filed2026-08-03

FIRSTENERGY CORP

2.72%

Shares49.2K

Event2026-06-30

Filed2026-08-03

TDG

TRANSDIGM GROUP INC

5.17%

Shares1.7K

Event2026-06-30

Filed2026-08-03

LOW

LOWES COS INC

-20.90%

Shares10.6K

Event2026-06-30

Filed2026-08-03

TGT

TARGET CORP

255.79%

Shares17.8K

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

-20.43%

Shares19.8K

Event2026-06-30

Filed2026-08-03

KMB

KIMBERLY-CLARK CORP

59.40%

Shares20.9K

Event2026-06-30

Filed2026-08-03

CSX

CSX CORP

-4.31%

Shares48.2K

Event2026-06-30

Filed2026-08-03

MPC

MARATHON PETE CORP

3.12%

Shares8.9K

Event2026-06-30

Filed2026-08-03

AON

AON PLC

2.93%

Shares6.8K

Event2026-06-30

Filed2026-08-03

NEM

NEWMONT CORP

0.37%

Shares23.9K

Event2026-06-30

Filed2026-08-03

PPL CORP

10.50%

Shares60.6K

Event2026-06-30

Filed2026-08-03

WAB

WABTEC

5.68%

Shares8.1K

Event2026-06-30

Filed2026-08-03

RSG

REPUBLIC SVCS INC

1.02%

Shares10.2K

Event2026-06-30

Filed2026-08-03

NDAQ

NASDAQ INC

72.69%

Shares27.6K

Event2026-06-30

Filed2026-08-03

EVERSOURCE ENERGY

-6.29%

Shares30.1K

Event2026-06-30

Filed2026-08-03

SPDW

SPDR INDEX SHS FDS

-24.03%

Shares42.5K

Event2026-06-30

Filed2026-08-03

GIS

GENERAL MILLS INC

-9.11%

Shares60.1K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

3.90%

Shares21.7K

Event2026-06-30

Filed2026-08-03

DFAC

DIMENSIONAL ETF TRUST

227.71%

Shares47.0K

Event2026-06-30

Filed2026-08-03

PHM

PULTE GROUP INC

26.28%

Shares15.2K

Event2026-06-30

Filed2026-08-03

HBAN

HUNTINGTON BANCSHARES INC

30.42%

Shares117.2K

Event2026-06-30

Filed2026-08-03

APD

AIR PRODUCTS AND CHEMICALS I

-3.04%

Shares7.1K

Event2026-06-30

Filed2026-08-03

LNG

CHENIERE ENERGY INC

New

Shares8.6K

Event2026-06-30

Filed2026-08-03

XEL

XCEL ENERGY INC

4.73%

Shares25.5K

Event2026-06-30

Filed2026-08-03

IJH

ISHARES TR

7.69%

Shares26.5K

Event2026-06-30

Filed2026-08-03

DHR

DANAHER CORP DEL

-4.03%

Shares10.7K

Event2026-06-30

Filed2026-08-03

SPEM

SPDR INDEX SHS FDS

1.47%

Shares39.3K

Event2026-06-30

Filed2026-08-03

NVS

NOVARTIS AG

-3.66%

Shares12.8K

Event2026-06-30

Filed2026-08-03

UNM

UNUM GROUP

10.16%

Shares22.4K

Event2026-06-30

Filed2026-08-03

VLUE

ISHARES TR

-8.21%

Shares10.0K

Event2026-06-30

Filed2026-08-03

SHW

SHERWIN WILLIAMS CO

-5.22%

Shares5.8K

Event2026-06-30

Filed2026-08-03

SDY

SPDR SERIES TRUST

0.00%

Shares13.1K

Event2026-06-30

Filed2026-08-03

DES

WISDOMTREE TR

-2.33%

Shares48.7K

Event2026-06-30

Filed2026-08-03

MNST

MONSTER BEVERAGE CORP NEW

-3.42%

Shares20.4K

Event2026-06-30

Filed2026-08-03

GENERAL MTRS CO

-22.51%

Shares25.2K

Event2026-06-30

Filed2026-08-03

ETR

ENTERGY CORP NEW

-20.83%

Shares16.9K

Event2026-06-30

Filed2026-08-03

PEG

PUBLIC SVC ENTERPRISE GROUP

52.21%

Shares23.9K

Event2026-06-30

Filed2026-08-03

PKG

PACKAGING CORP AMER

-2.51%

Shares7.8K

Event2026-06-30

Filed2026-08-03

VRTX

VERTEX PHARMACEUTICALS INC

-16.08%

Shares3.7K

Event2026-06-30

Filed2026-08-03

VEU

VANGUARD INTL EQUITY INDEX F

3.73%

Shares21.6K

Event2026-06-30

Filed2026-08-03

CINF

CINCINNATI FINL CORP

-4.05%

Shares9.7K

Event2026-06-30

Filed2026-08-03

AFL

AFLAC INC

-2.88%

Shares15.3K

Event2026-06-30

Filed2026-08-03

EQIX

EQUINIX INC

4.96%

Shares1.7K

Event2026-06-30

Filed2026-08-03

DUK

DUKE ENERGY CORP NEW

-48.56%

Shares14.1K

Event2026-06-30

Filed2026-08-03

EMR

EMERSON ELEC CO

-8.15%

Shares12.5K

Event2026-06-30

Filed2026-08-03

CONSOLIDATED EDISON INC

33.12%

Shares15.9K

Event2026-06-30

Filed2026-08-03

VXUS

VANGUARD STAR FDS

26.57%

Shares20.5K

Event2026-06-30

Filed2026-08-03

AJG

GALLAGHER ARTHUR J & CO

8.52%

Shares7.6K

Event2026-06-30

Filed2026-08-03

RBA

RB GLOBAL INC

-2.01%

Shares14.7K

Event2026-06-30

Filed2026-08-03

NOC

NORTHROP GRUMMAN CORP

-4.45%

Shares3.3K

Event2026-06-30

Filed2026-08-03

CMI

CUMMINS INC

3.08%

Shares2.4K

Event2026-06-30

Filed2026-08-03

BOND

PIMCO ETF TR

-9.65%

Shares18.3K

Event2026-06-30

Filed2026-08-03

SYF

SYNCHRONY FINANCIAL

3.06%

Shares22.1K

Event2026-06-30

Filed2026-08-03

FNF

FIDELITY NATL FINL INC

19.39%

Shares35.5K

Event2026-06-30

Filed2026-08-03

OMC

OMNICOM GROUP INC

20.39%

Shares22.9K

Event2026-06-30

Filed2026-08-03

BSV

VANGUARD BD INDEX FDS

New

Shares21.3K

Event2026-06-30

Filed2026-08-03

NKE

NIKE INC

18.40%

Shares40.3K

Event2026-06-30

Filed2026-08-03

VYMI

VANGUARD WHITEHALL FDS

-0.53%

Shares16.9K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

12.99%

Shares17.3K

Event2026-06-30

Filed2026-08-03

S&P GLOBAL INC

2.40%

Shares4.1K

Event2026-06-30

Filed2026-08-03

HYD

VANECK ETF TRUST

New

Shares31.5K

Event2026-06-30

Filed2026-08-03

CMCSA

COMCAST CORP NEW

15.28%

Shares66.0K

Event2026-06-30

Filed2026-08-03

BSX

BOSTON SCIENTIFIC CORP

9.52%

Shares37.9K

Event2026-06-30

Filed2026-08-03

VANGUARD INDEX FDS

-12.32%

Shares5.3K

Event2026-06-30

Filed2026-08-03

MMC

MARSH & MCLENNAN COS INC

-38.20%

Shares9.5K

Event2026-06-30

Filed2026-08-03

JBL

JABIL INC

-0.54%

Shares4.1K

Event2026-06-30

Filed2026-08-03

SNDK

SANDISK CORP

3.96%

Shares682

Event2026-06-30

Filed2026-08-03

EXPE

EXPEDIA GROUP INC

10.49%

Shares6.0K

Event2026-06-30

Filed2026-08-03

SJM

SMUCKER J M CO

New

Shares13.5K

Event2026-06-30

Filed2026-08-03

ASTRAZENECA PLC

-2.98%

Shares8.0K

Event2026-06-30

Filed2026-08-03

BUNGE GLOBAL SA

81.80%

Shares14.2K

Event2026-06-30

Filed2026-08-03

AMT

AMERICAN TOWER CORP

22.58%

Shares9.2K

Event2026-06-30

Filed2026-08-03

CAH

CARDINAL HEALTH INC

1.22%

Shares6.4K

Event2026-06-30

Filed2026-08-03

MEDTRONIC PLC

-6.87%

Shares19.3K

Event2026-06-30

Filed2026-08-03

JGLO

J P MORGAN EXCHANGE TRADED F

-26.66%

Shares21.0K

Event2026-06-30

Filed2026-08-03

BIIB

BIOGEN INC

0.23%

Shares6.9K

Event2026-06-30

Filed2026-08-03

EMXC

ISHARES INC

0.19%

Shares14.4K

Event2026-06-30

Filed2026-08-03

JNK

SPDR SERIES TRUST

18.11%

Shares15.2K

Event2026-06-30

Filed2026-08-03

LHX

L3HARRIS TECHNOLOGIES INC

6.99%

Shares5.0K

Event2026-06-30

Filed2026-08-03

ITOT

ISHARES TR

-0.62%

Shares8.9K

Event2026-06-30

Filed2026-08-03

XLK

SELECT SECTOR SPDR TR

-11.42%

Shares7.6K

Event2026-06-30

Filed2026-08-03

COR

CENCORA INC

-9.76%

Shares5.1K

Event2026-06-30

Filed2026-08-03

BTI

BRITISH AMERN TOB PLC

-5.34%

Shares23.1K

Event2026-06-30

Filed2026-08-03

MDLZ

MONDELEZ INTL INC

17.84%

Shares24.2K

Event2026-06-30

Filed2026-08-03

ICVT

ISHARES TR

-50.93%

Shares11.5K

Event2026-06-30

Filed2026-08-03

MLM

MARTIN MARIETTA MATLS INC

3.94%

Shares2.4K

Event2026-06-30

Filed2026-08-03

CHD

CHURCH & DWIGHT CO INC

3.88%

Shares14.3K

Event2026-06-30

Filed2026-08-03

ANGLOGOLD ASHANTI PLC

32.71%

Shares17.0K

Event2026-06-30

Filed2026-08-03

3M CO

17.00%

Shares8.5K

Event2026-06-30

Filed2026-08-03

CMS

CMS ENERGY CORP

6.51%

Shares17.9K

Event2026-06-30

Filed2026-08-03

ICE

INTERCONTINENTAL EXCHANGE IN

-15.26%

Shares11.1K

Event2026-06-30

Filed2026-08-03

ALL

ALLSTATE CORP

26.52%

Shares5.7K

Event2026-06-30

Filed2026-08-03

HPQ

HP INC

266.81%

Shares61.4K

Event2026-06-30

Filed2026-08-03

NISOURCE INC

17.06%

Shares28.2K

Event2026-06-30

Filed2026-08-03

EXPD

EXPEDITORS INTL WASH INC

-2.59%

Shares8.2K

Event2026-06-30

Filed2026-08-03

TTE

TOTALENERGIES SE

-6.40%

Shares17.2K

Event2026-06-30

Filed2026-08-03

TPR

TAPESTRY INC

-9.82%

Shares9.1K

Event2026-06-30

Filed2026-08-03

ODFL

OLD DOMINION FREIGHT LINE IN

4.15%

Shares6.2K

Event2026-06-30

Filed2026-08-03

VXF

VANGUARD INDEX FDS

-10.43%

Shares5.4K

Event2026-06-30

Filed2026-08-03

BKNG

BOOKING HOLDINGS INC

2441.98%

Shares7.4K

Event2026-06-30

Filed2026-08-03

OKE

ONEOK INC NEW

-14.08%

Shares15.3K

Event2026-06-30

Filed2026-08-03

VSS

VANGUARD INTL EQUITY INDEX F

1.47%

Shares8.5K

Event2026-06-30

Filed2026-08-03

HSBC

HSBC HLDGS PLC

1.17%

Shares13.6K

Event2026-06-30

Filed2026-08-03

IGM

ISHARES TR

-3.52%

Shares7.9K

Event2026-06-30

Filed2026-08-03

IUSB

ISHARES TR

72.84%

Shares28.1K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

0.82%

Shares1.3K

Event2026-06-30

Filed2026-08-03

KROGER CO

12.81%

Shares23.3K

Event2026-06-30

Filed2026-08-03

PFG

PRINCIPAL FINANCIAL GROUP IN

7.80%

Shares11.9K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

-15.03%

Shares5.4K

Event2026-06-30

Filed2026-08-03

VTR

VENTAS INC

7.74%

Shares14.4K

Event2026-06-30

Filed2026-08-03

NTRS

NORTHERN TR CORP

-6.89%

Shares7.4K

Event2026-06-30

Filed2026-08-03

DFAX

DIMENSIONAL ETF TRUST

107.09%

Shares34.6K

Event2026-06-30

Filed2026-08-03

VST

VISTRA CORP

12.37%

Shares8.0K

Event2026-06-30

Filed2026-08-03

BBIN

J P MORGAN EXCHANGE TRADED F

-1.13%

Shares16.1K

Event2026-06-30

Filed2026-08-03

KEY

KEYCORP

11.58%

Shares54.2K

Event2026-06-30

Filed2026-08-03

ADOBE INC

-13.10%

Shares6.1K

Event2026-06-30

Filed2026-08-03

MAR

MARRIOTT INTL INC NEW

-25.74%

Shares3.4K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

1.33%

Shares1.7K

Event2026-06-30

Filed2026-08-03

CVS

CVS HEALTH CORP

29.02%

Shares11.9K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

-16.34%

Shares2.8K

Event2026-06-30

Filed2026-08-03

SMURFIT WESTROCK PLC

21.63%

Shares26.1K

Event2026-06-30

Filed2026-08-03

IRM

IRON MTN INC DEL

9.96%

Shares9.5K

Event2026-06-30

Filed2026-08-03

ROYAL BK CDA

5.72%

Shares5.8K

Event2026-06-30

Filed2026-08-03

OXY

OCCIDENTAL PETE CORP

12.33%

Shares24.7K

Event2026-06-30

Filed2026-08-03

PSX

PHILLIPS 66

81.48%

Shares7.0K

Event2026-06-30

Filed2026-08-03

XAR

SPDR SERIES TRUST

123.89%

Shares4.2K

Event2026-06-30

Filed2026-08-03

TLH

ISHARES TR

-2.99%

Shares11.7K

Event2026-06-30

Filed2026-08-03

SRE

SEMPRA

-9.60%

Shares12.7K

Event2026-06-30

Filed2026-08-03

IDEV

ISHARES TR

-14.57%

Shares13.1K

Event2026-06-30

Filed2026-08-03

HONEYWELL INTL INC

New

Shares5.2K

Event2026-06-30

Filed2026-08-03

FITB

FIFTH THIRD BANCORP

1.77%

Shares20.3K

Event2026-06-30

Filed2026-08-03

LQD

ISHARES TR

-10.81%

Shares10.4K

Event2026-06-30

Filed2026-08-03

SMB

VANECK ETF TRUST

52.01%

Shares65.3K

Event2026-06-30

Filed2026-08-03

HONEYWELL AEROSPACE INC

New

Shares5.1K

Event2026-06-30

Filed2026-08-03

ROYAL CARIBBEAN GROUP

5.42%

Shares3.5K

Event2026-06-30

Filed2026-08-03

IBB

ISHARES TR

0.85%

Shares5.8K

Event2026-06-30

Filed2026-08-03

OMF

ONEMAIN HLDGS INC

9.29%

Shares18.0K

Event2026-06-30

Filed2026-08-03

IEUR

ISHARES TR

9.18%

Shares14.5K

Event2026-06-30

Filed2026-08-03

YUM

YUM BRANDS INC

-6.68%

Shares6.7K

Event2026-06-30

Filed2026-08-03

PAYX

PAYCHEX INC

-40.01%

Shares10.9K

Event2026-06-30

Filed2026-08-03

AIZ

ASSURANT INC

-1.06%

Shares4.0K

Event2026-06-30

Filed2026-08-03

SNPS

SYNOPSYS INC

-7.67%

Shares2.4K

Event2026-06-30

Filed2026-08-03

DAL

DELTA AIR LINES INC

42.04%

Shares11.4K

Event2026-06-30

Filed2026-08-03

BBY

BEST BUY INC

11.08%

Shares14.0K

Event2026-06-30

Filed2026-08-03

IVLU

ISHARES TR

-11.47%

Shares25.4K

Event2026-06-30

Filed2026-08-03

JOHNSON CONTROLS INTERNATION

15.90%

Shares7.3K

Event2026-06-30

Filed2026-08-03

ESGU

ISHARES TR

7.32%

Shares6.4K

Event2026-06-30

Filed2026-08-03

IRTC

IRHYTHM HOLDINGS INC

-5.75%

Shares8.8K

Event2026-06-30

Filed2026-08-03

HPE

HEWLETT PACKARD ENTERPRISE C

-12.99%

Shares23.1K

Event2026-06-30

Filed2026-08-03

APPLOVIN CORP

-8.94%

Shares2.0K

Event2026-06-30

Filed2026-08-03

SPTI

SPDR SERIES TRUST

15.48%

Shares36.4K

Event2026-06-30

Filed2026-08-03

MINT

PIMCO ETF TR

-6.71%

Shares10.2K

Event2026-06-30

Filed2026-08-03

CBOE

CBOE GLOBAL MKTS INC

10.55%

Shares4.2K

Event2026-06-30

Filed2026-08-03

INGERSOLL RAND INC

19.97%

Shares12.4K

Event2026-06-30

Filed2026-08-03

DVN

DEVON ENERGY CORP NEW

-3.37%

Shares24.6K

Event2026-06-30

Filed2026-08-03

ULS

UL SOLUTIONS INC

8.89%

Shares9.9K

Event2026-06-30

Filed2026-08-03

PNW

PINNACLE WEST CAP CORP

0.23%

Shares9.4K

Event2026-06-30

Filed2026-08-03

CHT

CHUNGHWA TELECOM CO LTD

3.31%

Shares22.7K

Event2026-06-30

Filed2026-08-03

MTUM

ISHARES TR

-18.34%

Shares2.9K

Event2026-06-30

Filed2026-08-03

DTE

DTE ENERGY CO

-15.91%

Shares6.5K

Event2026-06-30

Filed2026-08-03

VFH

VANGUARD WORLD FD

1.03%

Shares7.5K

Event2026-06-30

Filed2026-08-03

GVI

ISHARES TR

33.09%

Shares9.2K

Event2026-06-30

Filed2026-08-03

CURTISS WRIGHT CORP

13.05%

Shares1.3K

Event2026-06-30

Filed2026-08-03

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

-13.24%

Shares25.2K

Event2026-06-30

Filed2026-08-03

MTB

M & T BK CORP

21.50%

Shares4.0K

Event2026-06-30

Filed2026-08-03

NTAP

NETAPP INC

11.08%

Shares6.2K

Event2026-06-30

Filed2026-08-03

AZO

AUTOZONE INC

-13.29%

Shares300

Event2026-06-30

Filed2026-08-03

COHR

COHERENT CORP

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

INTU

INTUIT

3.80%

Shares3.6K

Event2026-06-30

Filed2026-08-03

SRLN

SSGA ACTIVE ETF TR

73.10%

Shares23.4K

Event2026-06-30

Filed2026-08-03

THE CIGNA GROUP

6.26%

Shares3.4K

Event2026-06-30

Filed2026-08-03

TFPM

TRIPLE FLAG PRECIOUS METAL

0.71%

Shares31.4K

Event2026-06-30

Filed2026-08-03

DRI

DARDEN RESTAURANTS INC

-2.11%

Shares4.6K

Event2026-06-30

Filed2026-08-03

ASE TECHNOLOGY HLDG CO LTD

13.00%

Shares20.7K

Event2026-06-30

Filed2026-08-03

UGI

UGI CORP NEW

53.30%

Shares26.9K

Event2026-06-30

Filed2026-08-03

TOST

TOAST INC

10.17%

Shares32.9K

Event2026-06-30

Filed2026-08-03

UAL

UNITED AIRLS HLDGS INC

-11.04%

Shares6.7K

Event2026-06-30

Filed2026-08-03

BANCO SANTANDER SA

-7.58%

Shares65.5K

Event2026-06-30

Filed2026-08-03

BLV

VANGUARD BD INDEX FDS

0.04%

Shares13.1K

Event2026-06-30

Filed2026-08-03

SPSM

SPDR SERIES TRUST

-5.73%

Shares15.7K

Event2026-06-30

Filed2026-08-03

INTERNATIONAL PAPER CO

151.21%

Shares23.6K

Event2026-06-30

Filed2026-08-03

CONSTELLATION BRANDS INC

11.22%

Shares6.4K

Event2026-06-30

Filed2026-08-03

CGMU

CAPITAL GRP FIXED INCM ETF T

8.85%

Shares32.6K

Event2026-06-30

Filed2026-08-03

ROP

ROPER TECHNOLOGIES INC

3.94%

Shares2.6K

Event2026-06-30

Filed2026-08-03

FOXA

FOX CORP

0.11%

Shares16.9K

Event2026-06-30

Filed2026-08-03

DEXCOM INC

3.91%

Shares12.9K

Event2026-06-30

Filed2026-08-03

IWV

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

TWLO

TWILIO INC

0.70%

Shares4.1K

Event2026-06-30

Filed2026-08-03

XLF

SELECT SECTOR SPDR TR

-7.90%

Shares15.9K

Event2026-06-30

Filed2026-08-03

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-6.33%

Shares34.0K

Event2026-06-30

Filed2026-08-03

FNDC

SCHWAB STRATEGIC TR

0.00%

Shares17.2K

Event2026-06-30

Filed2026-08-03

CIEN

CIENA CORP

44.04%

Shares1.7K

Event2026-06-30

Filed2026-08-03

VALE

VALE S A

2.85%

Shares55.4K

Event2026-06-30

Filed2026-08-03

MSCI

MSCI INC

35.85%

Shares1.5K

Event2026-06-30

Filed2026-08-03

SON

SONOCO PRODS CO

45.35%

Shares14.6K

Event2026-06-30

Filed2026-08-03

SCHX

SCHWAB STRATEGIC TR

6.86%

Shares28.0K

Event2026-06-30

Filed2026-08-03

UBS

UBS GROUP AG

-3.81%

Shares16.6K

Event2026-06-30

Filed2026-08-03

DHI

D R HORTON INC

4.65%

Shares5.0K

Event2026-06-30

Filed2026-08-03

IWN

ISHARES TR

6.94%

Shares3.7K

Event2026-06-30

Filed2026-08-03

BKR

BAKER HUGHES COMPANY

5.53%

Shares14.7K

Event2026-06-30

Filed2026-08-03

EME

EMCOR GROUP INC

-3.27%

Shares975

Event2026-06-30

Filed2026-08-03

CRH

CRH PLC

-5.70%

Shares7.5K

Event2026-06-30

Filed2026-08-03

KHC

KRAFT HEINZ CO

98.51%

Shares33.9K

Event2026-06-30

Filed2026-08-03

LMBS

FIRST TR EXCHANGE-TRADED FD

0.82%

Shares15.9K

Event2026-06-30

Filed2026-08-03

ZOETIS INC

-19.80%

Shares10.9K

Event2026-06-30

Filed2026-08-03

HLT

HILTON WORLDWIDE HLDGS INC

-53.57%

Shares2.3K

Event2026-06-30

Filed2026-08-03

REALTY INCOME CORP

28.74%

Shares12.4K

Event2026-06-30

Filed2026-08-03

IVZ

INVESCO LTD

214.69%

Shares29.0K

Event2026-06-30

Filed2026-08-03

BIL

SPDR SERIES TRUST

-36.05%

Shares8.3K

Event2026-06-30

Filed2026-08-03

HUBB

HUBBELL INC

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-08-03

SPMD

SPDR SERIES TRUST

-6.29%

Shares11.2K

Event2026-06-30

Filed2026-08-03

CDNS

CADENCE DESIGN SYSTEM INC

1.16%

Shares2.0K

Event2026-06-30

Filed2026-08-03

ATO

ATMOS ENERGY CORP

-3.15%

Shares4.4K

Event2026-06-30

Filed2026-08-03

ARM

ARM HOLDINGS PLC

15.74%

Shares2.1K

Event2026-06-30

Filed2026-08-03

DFUV

DIMENSIONAL ETF TRUST

24.64%

Shares13.5K

Event2026-06-30

Filed2026-08-03

CGHM

CAPITAL GRP FIXED INCM ETF T

10.34%

Shares28.5K

Event2026-06-30

Filed2026-08-03

CERY

SPDR SERIES TRUST

-1.59%

Shares21.9K

Event2026-06-30

Filed2026-08-03

VIS

VANGUARD WORLD FD

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

SYY

SYSCO CORP

0.98%

Shares8.6K

Event2026-06-30

Filed2026-08-03

XLE

SELECT SECTOR SPDR TR

42.89%

Shares13.5K

Event2026-06-30

Filed2026-08-03

ELV

ELEVANCE HEALTH INC FORMERLY

24.70%

Shares1.8K

Event2026-06-30

Filed2026-08-03

HLN

HALEON PLC

18.13%

Shares76.1K

Event2026-06-30

Filed2026-08-03

GBF

ISHARES TR

New

Shares6.7K

Event2026-06-30

Filed2026-08-03

MSI

MOTOROLA SOLUTIONS INC

-1.88%

Shares1.7K

Event2026-06-30

Filed2026-08-03

DFAS

DIMENSIONAL ETF TRUST

57.34%

Shares8.4K

Event2026-06-30

Filed2026-08-03

BARRICK MNG CORP

0.31%

Shares18.8K

Event2026-06-30

Filed2026-08-03

IEV

ISHARES TR

-4.59%

Shares9.5K

Event2026-06-30

Filed2026-08-03

MCO

MOODYS CORP

5.24%

Shares1.5K

Event2026-06-30

Filed2026-08-03

DFAT

DIMENSIONAL ETF TRUST

174.81%

Shares9.7K

Event2026-06-30

Filed2026-08-03

SHOP

SHOPIFY INC

-6.52%

Shares5.9K

Event2026-06-30

Filed2026-08-03

TORONTO DOMINION BK ONT

3.83%

Shares5.5K

Event2026-06-30

Filed2026-08-03

UTHR

UNITED THERAPEUTICS CORP DEL

-2.87%

Shares1.2K

Event2026-06-30

Filed2026-08-03

SPG

SIMON PPTY GROUP INC NEW

6.71%

Shares2.9K

Event2026-06-30

Filed2026-08-03

FLEX

FLEX LTD

New

Shares4.0K

Event2026-06-30

Filed2026-08-03

GNRC

GENERAC HLDGS INC

6.16%

Shares2.2K

Event2026-06-30

Filed2026-08-03

SEIC

SEI INVTS CO

-17.55%

Shares7.5K

Event2026-06-30

Filed2026-08-03

EEM

ISHARES TR

-0.70%

Shares9.5K

Event2026-06-30

Filed2026-08-03

DATADOG INC

8.14%

Shares2.5K

Event2026-06-30

Filed2026-08-03

TROW

PRICE T ROWE GROUP INC

51.01%

Shares5.7K

Event2026-06-30

Filed2026-08-03

CGDV

CAPITAL GROUP DIVIDEND VALUE

-3.67%

Shares12.9K

Event2026-06-30

Filed2026-08-03

LNC

LINCOLN NATL CORP IND

New

Shares17.9K

Event2026-06-30

Filed2026-08-03

TER

TERADYNE INC

0.39%

Shares1.3K

Event2026-06-30

Filed2026-08-03

GNMA

ISHARES TR

65.75%

Shares14.0K

Event2026-06-30

Filed2026-08-03

VCIT

VANGUARD SCOTTSDALE FDS

-3.98%

Shares7.5K

Event2026-06-30

Filed2026-08-03

FTNT

FORTINET INC

2.86%

Shares4.0K

Event2026-06-30

Filed2026-08-03

DVY

ISHARES TR

-8.42%

Shares3.9K

Event2026-06-30

Filed2026-08-03

CLOUDFLARE INC

4.58%

Shares2.5K

Event2026-06-30

Filed2026-08-03

SLB

SLB LIMITED

1.69%

Shares13.2K

Event2026-06-30

Filed2026-08-03

LCTU

BLACKROCK ETF TRUST

11.67%

Shares7.7K

Event2026-06-30

Filed2026-08-03

CGUS

CAPITAL GROUP CORE EQUITY ET

-4.94%

Shares13.7K

Event2026-06-30

Filed2026-08-03

GPC

GENUINE PARTS CO

156.44%

Shares5.2K

Event2026-06-30

Filed2026-08-03

SCZ

ISHARES TR

-8.20%

Shares7.4K

Event2026-06-30

Filed2026-08-03

IQV

IQVIA HLDGS INC

New

Shares3.1K

Event2026-06-30

Filed2026-08-03

LUMENTUM HLDGS INC

New

Shares696

Event2026-06-30

Filed2026-08-03

CLS

CELESTICA INC

-12.57%

Shares1.6K

Event2026-06-30

Filed2026-08-03

CORTEVA INC

13.22%

Shares7.0K

Event2026-06-30

Filed2026-08-03

SPHY

SPDR SERIES TRUST

New

Shares25.1K

Event2026-06-30

Filed2026-08-03

FDX

FEDEX CORP

-18.07%

Shares1.9K

Event2026-06-30

Filed2026-08-03

TEL

TE CONNECTIVITY PLC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

EVERPURE INC

-6.66%

Shares7.4K

Event2026-06-30

Filed2026-08-03

CGGE

CAPITAL GROUP GLOBAL EQUITY

-3.81%

Shares16.5K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available