Sponsored

The Analysis of Athena Investment Management's Holdings & P&L

Currently, Athena Investment Management holds 153 types of securities in its portfolio with a total value $192.8M. In the most recent quarter, they have increased their positions in VEA (+7.2K shares, valued at $463.7K), VV (+1.5K shares, valued at $439.9K), EFV (+3.7K shares, valued at $272.3K); decreased their positions in PEP (-2.0K shares, valued at $310.0K), ITW (-634 shares, valued at $165.0K), GEV (-181 shares, valued at $158.0K); initiated new positions in EFV (+3.7K shares, valued at $272.3K), VLO (+1.1K shares, valued at $261.4K), VTI (+637 shares, valued at $204.4K).

1M P&L

+8.9M+4.72%

3M P&L

-1.0M-0.52%

HY P&L

+12.2M+6.56%

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/A88.4M

49.4%

2Drug Manufacturers - General9.3M

5.2%

3Banks - Diversified9.0M

5.0%

Top Industries by Stock Count

1N/A42 stocks

29.8%

2Drug Manufacturers - General7 stocks

5.0%

3Aerospace & Defense6 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX Schwab U.S. Large-Cap ETF1.3M shares0.00%2026-03-312026-05-12

SCHF Schwab International Equity ETF374.6K shares0.04%2026-03-312026-05-12

SCHA Schwab U.S. Small-Cap ETF298.4K shares-0.43%2026-03-312026-05-12

JPM JP Morgan Chase & Co.24.3K shares-0.02%2026-03-312026-05-12

MSFT Microsoft Corp13.9K shares-0.16%2026-03-312026-05-12

AAPL Apple Inc.17.0K shares-0.05%2026-03-312026-05-12

SCHG Schwab U.S. Large-Cap Growth ETF129.3K shares0.81%2026-03-312026-05-12

UnitedHealth Group Inc. UnitedHealth Group Inc.12.4K shares0.00%2026-03-312026-05-12

Sponsored

RTX RTX Corp.15.3K shares-0.23%2026-03-312026-05-12

VV Vanguard Large Cap ETF9.1K shares19.39%2026-03-312026-05-12

SCHM Schwab U.S. Mid-Cap ETF83.7K shares0.95%2026-03-312026-05-12

ABBV AbbVie Inc.11.3K shares0.00%2026-03-312026-05-12

IWM iShares Russell 2000 Index9.6K shares0.00%2026-03-312026-05-12

GE GE Aerospace8.3K shares-0.35%2026-03-312026-05-12

PEP Pepsico Inc.14.4K shares-12.18%2026-03-312026-05-12

CVX Chevron Corporation10.4K shares-2.68%2026-03-312026-05-12

Sponsored

Broadcom Inc. Broadcom Inc.6.8K shares6.87%2026-03-312026-05-12

XOM Exxon Mobil Corporation12.2K shares-0.18%2026-03-312026-05-12

EFA IShares MSCI EAFE Index20.9K shares0.00%2026-03-312026-05-12

JNJ Johnson & Johnson8.2K shares-2.77%2026-03-312026-05-12

INTC Intel Corp44.9K shares-0.58%2026-03-312026-05-12

HD Home Depot6.0K shares-4.76%2026-03-312026-05-12

AFL Aflac Inc17.4K shares-1.84%2026-03-312026-05-12

VDE Vanguard Energy Sector ETF10.6K shares-0.62%2026-03-312026-05-12

Sponsored

NOC Northrop Grumman Corp2.7K shares0.00%2026-03-312026-05-12

VUG Vanguard Growth ETF3.8K shares7.77%2026-03-312026-05-12

VEA Vanguard FTSE Developed Markets ETF25.9K shares38.82%2026-03-312026-05-12

IBM International Business Machines6.4K shares0.00%2026-03-312026-05-12

SCHE Schwab Emerging Markets Equity ETF46.6K shares0.19%2026-03-312026-05-12

IVV iShares S&P 500 Index2.3K shares0.00%2026-03-312026-05-12

PFE Pfizer Inc.52.3K shares0.00%2026-03-312026-05-12

Bank of America Corp Bank of America Corp29.4K shares0.00%2026-03-312026-05-12

Sponsored

Alphabet Inc. Cl. A Alphabet Inc. Cl. A4.8K shares-0.29%2026-03-312026-05-12

AMGN Amgen Incorporated3.9K shares0.00%2026-03-312026-05-12

VZ Verizon Communications26.7K shares-0.60%2026-03-312026-05-12

CSCO Cisco Systems Inc.16.6K shares-1.15%2026-03-312026-05-12

AT&T Inc. AT&T Inc.44.4K shares-2.37%2026-03-312026-05-12

MCD McDonalds Corp4.0K shares0.00%2026-03-312026-05-12

Berkshire Hathaway Cl. B Berkshire Hathaway Cl. B2.5K shares-0.82%2026-03-312026-05-12

XLK Technology Select Sector SPDR ETF9.0K shares0.00%2026-03-312026-05-12

Sponsored

LLY Lilly (Eli) & C.1.3K shares0.00%2026-03-312026-05-12

SCHV Schwab U.S. Large-Cap Value ETF38.5K shares0.00%2026-03-312026-05-12

ABT Abbott Laboratories10.5K shares0.00%2026-03-312026-05-12

Merck & Company Inc Merck & Company Inc8.8K shares0.00%2026-03-312026-05-12

LHX L3Harris Technologies Inc.3.0K shares0.00%2026-03-312026-05-12

WMT Wal-Mart Stores Inc8.4K shares25.66%2026-03-312026-05-12

AMAT Applied Materials3.0K shares-5.05%2026-03-312026-05-12

HPE Hewlett Packard Enterprises43.4K shares0.00%2026-03-312026-05-12

Sponsored

NSC Norfolk Southern Corp3.5K shares0.00%2026-03-312026-05-12

ADM Archer-Daniels-Midland Co13.7K shares-5.82%2026-03-312026-05-12

VTRS Viatris Inc.72.1K shares12.91%2026-03-312026-05-12

KMB Kimberly-Clark Corp10.0K shares0.00%2026-03-312026-05-12

VO Vanguard Mid-Cap ETF3.3K shares6.70%2026-03-312026-05-12

VB Vanguard Small-Cap ETF3.6K shares22.72%2026-03-312026-05-12

PG Procter & Gamble Co.6.4K shares0.00%2026-03-312026-05-12

BMY Bristol-Myers Squibb Co15.1K shares0.00%2026-03-312026-05-12

Sponsored

CAT Caterpillar Inc1.3K shares-12.21%2026-03-312026-05-12

HON Honeywell International Inc.3.9K shares-0.08%2026-03-312026-05-12

Invesco QQQ Trust Invesco QQQ Trust1.5K shares0.00%2026-03-312026-05-12

MPC Marathon Petroleum Corp.3.5K shares-11.98%2026-03-312026-05-12

HP Inc. HP Inc.42.1K shares0.00%2026-03-312026-05-12

NVDA NVIDIA Corp.4.6K shares0.00%2026-03-312026-05-12

WFC Wells Fargo9.6K shares0.00%2026-03-312026-05-12

VHT Vanguard Health Care Sector ETF2.8K shares-0.04%2026-03-312026-05-12

Sponsored

APH Amphenol Corp6.0K shares0.00%2026-03-312026-05-12

XLY Consumer Discretionery SPDR ETF6.7K shares0.00%2026-03-312026-05-12

SCHW Charles Schwab Corp.7.7K shares0.00%2026-03-312026-05-12

QCOM QUALCOMM Inc.5.6K shares0.00%2026-03-312026-05-12

ADI Analog Devices2.3K shares0.00%2026-03-312026-05-12

BA Boeing Co3.6K shares0.00%2026-03-312026-05-12

RS Reliance Inc.2.3K shares-3.30%2026-03-312026-05-12

DE Deere & Co.1.3K shares-3.01%2026-03-312026-05-12

Sponsored

TXN Texas Instruments, Inc.3.6K shares0.00%2026-03-312026-05-12

VXUS Vanguard Total International Stock ETF9.0K shares14.12%2026-03-312026-05-12

GEV GE Vernova Inc751 shares-19.42%2026-03-312026-05-12

SPY SPDR S&P 500 ETF1.0K shares0.00%2026-03-312026-05-12

COP ConocoPhillips4.9K shares-1.42%2026-03-312026-05-12

ITW Illinois Tool Works2.5K shares-20.54%2026-03-312026-05-12

IJH iShares Core S&P Mid-Cap ETF9.4K shares-0.73%2026-03-312026-05-12

SCZ iShares MSCI EAFE Small Cap Index7.4K shares-3.40%2026-03-312026-05-12

Sponsored

KEYS Keysight Technologies2.0K shares-0.34%2026-03-312026-05-12

AXP American Express Company1.9K shares-5.46%2026-03-312026-05-12

DIS Disney (Walt) Co5.9K shares2.71%2026-03-312026-05-12

GS Goldman Sachs635 shares-6.34%2026-03-312026-05-12

Alphabet Inc. Cl. C Alphabet Inc. Cl. C1.9K shares0.00%2026-03-312026-05-12

IWO iShares Russell 2000 Growth Index1.7K shares0.00%2026-03-312026-05-12

NEE NextEra Energy5.7K shares0.00%2026-03-312026-05-12

VWO Vanguard FTSE Emerging Markets ETF9.6K shares8.99%2026-03-312026-05-12

Sponsored

EFG iShares MSCI EAFE Growth Index4.6K shares0.00%2026-03-312026-05-12

MSI Motorola Solutions Inc.1.2K shares0.00%2026-03-312026-05-12

DIA SPDR Dow Jones Industrial Avg. ETF1.1K shares0.00%2026-03-312026-05-12

PSX Phillips 662.7K shares-14.43%2026-03-312026-05-12

WTM White Mountain Insurance Group Ltd.224 shares-2.18%2026-03-312026-05-12

CEG Constellation Energy Corp.1.7K shares0.00%2026-03-312026-05-12

MDT Medtronic Inc5.5K shares0.00%2026-03-312026-05-12

EFX Equifax Inc.2.6K shares0.00%2026-03-312026-05-12

Sponsored

CVS CVS Health Corp.6.5K shares0.00%2026-03-312026-05-12

VBK Vanguard Small-Cap Growth ETF1.4K shares-8.81%2026-03-312026-05-12

VBR Vanguard Small Cap Value ETF2.0K shares0.00%2026-03-312026-05-12

IYH iShares U.S. Healthcare ETF6.5K shares0.00%2026-03-312026-05-12

TRV Travelers Companies1.4K shares-11.92%2026-03-312026-05-12

DOW Dow Inc.9.4K shares0.00%2026-03-312026-05-12

EMXC iShares MSCI Emerging Markets ex-China4.9K shares0.00%2026-03-312026-05-12

FWONA Liberty Formula One Group5.0K shares0.00%2026-03-312026-05-12

Sponsored

SYF Synchrony Financial5.6K shares47.27%2026-03-312026-05-12

CARR Carrier Global Corp.6.7K shares0.00%2026-03-312026-05-12

TJX TJX Companies2.2K shares-8.35%2026-03-312026-05-12

STZ Constellation Brands Cl. A2.4K shares0.00%2026-03-312026-05-12

ADP Automatic Data Processing1.7K shares0.00%2026-03-312026-05-12

CNP Centerpoint Energy7.9K shares0.00%2026-03-312026-05-12

KO Coca-Cola Company4.5K shares0.00%2026-03-312026-05-12

SYK Stryker Corp.1.0K shares0.00%2026-03-312026-05-12

Sponsored

APD Air Products & Chemicals1.2K shares-0.35%2026-03-312026-05-12

ORCL Oracle Corporation2.2K shares0.00%2026-03-312026-05-12

A Agilent Technologies2.9K shares0.00%2026-03-312026-05-12

SYY Sysco Corp.4.5K shares0.00%2026-03-312026-05-12

ALL Allstate Corporation1.5K shares0.00%2026-03-312026-05-12

CTVA Corteva Inc.3.7K shares0.00%2026-03-312026-05-12

MS Morgan Stanley1.8K shares0.00%2026-03-312026-05-12

VIS Vanguard Industrial Sector ETF913 shares0.00%2026-03-312026-05-12

Sponsored

AVY Avery Dennison Corp1.6K shares0.00%2026-03-312026-05-12

IYG iShares U.S. Financial Services ETF3.3K shares0.00%2026-03-312026-05-12

XLF Financial Select Sector SPDR ETF5.6K shares0.00%2026-03-312026-05-12

Labcorp Holdings Inc. Labcorp Holdings Inc.1.0K shares0.00%2026-03-312026-05-12

EFV iShares MSCI EAFE Value Index3.7K sharesnew addition2026-03-312026-05-12

LOW Lowes Co Inc1.1K shares0.00%2026-03-312026-05-12

NLR Vaneck Uranium & Nuclear Energy ETF2.0K shares0.00%2026-03-312026-05-12

TT Trane Technologies plc633 shares0.00%2026-03-312026-05-12

Sponsored

CMCSA Comcast Corporation Class A9.2K shares0.00%2026-03-312026-05-12

VSS Vanguard FTSE All-World Ex-US Small Cap ETF1.8K shares0.00%2026-03-312026-05-12

VLO Valero Energy Corp.1.1K sharesnew addition2026-03-312026-05-12

WBD Warner Bros. Discovery Inc.9.5K shares0.00%2026-03-312026-05-12

General Dynamics Corp. General Dynamics Corp.759 shares0.00%2026-03-312026-05-12

IWB Ishares Russell 1000 ETF712 shares0.00%2026-03-312026-05-12

KMI Kinder Morgan, Inc.7.6K shares-10.92%2026-03-312026-05-12

IWN iShares Russell 2000 Value Index1.3K shares0.00%2026-03-312026-05-12

Sponsored

BK Bank of New York Mellon Corp.2.1K shares0.00%2026-03-312026-05-12

D Dominion Energy Inc.4.0K shares0.00%2026-03-312026-05-12

GILD Gilead Sciences, Inc.1.7K shares0.00%2026-03-312026-05-12

HXL Hexcel Corp.3.0K shares-6.76%2026-03-312026-05-12

AMZN Amazon.com Inc1.1K shares0.00%2026-03-312026-05-12

SO Southern Company2.5K shares0.00%2026-03-312026-05-12

IFF International Flavors and Fragrances3.2K shares0.00%2026-03-312026-05-12

Accenture Ltd. Accenture Ltd.1.1K shares0.00%2026-03-312026-05-12

Sponsored

IWR iShares Russell Mid-Cap Index2.3K shares0.00%2026-03-312026-05-12

OXY Occidental Petroleum3.4K shares-37.65%2026-03-312026-05-12

CAH Cardinal Health Inc.1.0K shares-11.64%2026-03-312026-05-12

PCG PG&E Corp12.3K shares0.00%2026-03-312026-05-12

GEHC GE Healthcare Technologies Inc.3.0K shares0.00%2026-03-312026-05-12

UNP Union Pacific Corp.873 shares-0.46%2026-03-312026-05-12

VTI Vanguard Total Stock Market ETF637 sharesnew addition2026-03-312026-05-12

IWP IShares Russell Mid-Cap Growth ETF1.6K shares0.00%2026-03-312026-05-12

Sponsored

GT Goodyear Tire & Rubber Co15.6K shares0.00%2026-03-312026-05-12

SCHX

Schwab U.S. Large-Cap ETF

0.00%

Shares1.3M

Event2026-03-31

Filed2026-05-12

SCHF

Schwab International Equity ETF

0.04%

Shares374.6K

Event2026-03-31

Filed2026-05-12

SCHA

Schwab U.S. Small-Cap ETF

-0.43%

Shares298.4K

Event2026-03-31

Filed2026-05-12

JPM

JP Morgan Chase & Co.

-0.02%

Shares24.3K

Event2026-03-31

Filed2026-05-12

MSFT

Microsoft Corp

-0.16%

Shares13.9K

Event2026-03-31

Filed2026-05-12

AAPL

Apple Inc.

-0.05%

Shares17.0K

Event2026-03-31

Filed2026-05-12

SCHG

Schwab U.S. Large-Cap Growth ETF

0.81%

Shares129.3K

Event2026-03-31

Filed2026-05-12

UnitedHealth Group Inc.

0.00%

Shares12.4K

Event2026-03-31

Filed2026-05-12

RTX

RTX Corp.

-0.23%

Shares15.3K

Event2026-03-31

Filed2026-05-12

Vanguard Large Cap ETF

19.39%

Shares9.1K

Event2026-03-31

Filed2026-05-12

SCHM

Schwab U.S. Mid-Cap ETF

0.95%

Shares83.7K

Event2026-03-31

Filed2026-05-12

ABBV

AbbVie Inc.

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-12

IWM

iShares Russell 2000 Index

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-12

GE Aerospace

-0.35%

Shares8.3K

Event2026-03-31

Filed2026-05-12

PEP

Pepsico Inc.

-12.18%

Shares14.4K

Event2026-03-31

Filed2026-05-12

CVX

Chevron Corporation

-2.68%

Shares10.4K

Event2026-03-31

Filed2026-05-12

Broadcom Inc.

6.87%

Shares6.8K

Event2026-03-31

Filed2026-05-12

XOM

Exxon Mobil Corporation

-0.18%

Shares12.2K

Event2026-03-31

Filed2026-05-12

EFA

IShares MSCI EAFE Index

0.00%

Shares20.9K

Event2026-03-31

Filed2026-05-12

JNJ

Johnson & Johnson

-2.77%

Shares8.2K

Event2026-03-31

Filed2026-05-12

INTC

Intel Corp

-0.58%

Shares44.9K

Event2026-03-31

Filed2026-05-12

Home Depot

-4.76%

Shares6.0K

Event2026-03-31

Filed2026-05-12

AFL

Aflac Inc

-1.84%

Shares17.4K

Event2026-03-31

Filed2026-05-12

VDE

Vanguard Energy Sector ETF

-0.62%

Shares10.6K

Event2026-03-31

Filed2026-05-12

NOC

Northrop Grumman Corp

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-12

VUG

Vanguard Growth ETF

7.77%

Shares3.8K

Event2026-03-31

Filed2026-05-12

VEA

Vanguard FTSE Developed Markets ETF

38.82%

Shares25.9K

Event2026-03-31

Filed2026-05-12

IBM

International Business Machines

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-12

SCHE

Schwab Emerging Markets Equity ETF

0.19%

Shares46.6K

Event2026-03-31

Filed2026-05-12

IVV

iShares S&P 500 Index

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

PFE

Pfizer Inc.

0.00%

Shares52.3K

Event2026-03-31

Filed2026-05-12

Bank of America Corp

0.00%

Shares29.4K

Event2026-03-31

Filed2026-05-12

Alphabet Inc. Cl. A

-0.29%

Shares4.8K

Event2026-03-31

Filed2026-05-12

AMGN

Amgen Incorporated

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-12

Verizon Communications

-0.60%

Shares26.7K

Event2026-03-31

Filed2026-05-12

CSCO

Cisco Systems Inc.

-1.15%

Shares16.6K

Event2026-03-31

Filed2026-05-12

AT&T Inc.

-2.37%

Shares44.4K

Event2026-03-31

Filed2026-05-12

MCD

McDonalds Corp

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

Berkshire Hathaway Cl. B

-0.82%

Shares2.5K

Event2026-03-31

Filed2026-05-12

XLK

Technology Select Sector SPDR ETF

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-12

LLY

Lilly (Eli) & C.

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

SCHV

Schwab U.S. Large-Cap Value ETF

0.00%

Shares38.5K

Event2026-03-31

Filed2026-05-12

ABT

Abbott Laboratories

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-12

Merck & Company Inc

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-12

LHX

L3Harris Technologies Inc.

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

WMT

Wal-Mart Stores Inc

25.66%

Shares8.4K

Event2026-03-31

Filed2026-05-12

AMAT

Applied Materials

-5.05%

Shares3.0K

Event2026-03-31

Filed2026-05-12

HPE

Hewlett Packard Enterprises

0.00%

Shares43.4K

Event2026-03-31

Filed2026-05-12

NSC

Norfolk Southern Corp

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

ADM

Archer-Daniels-Midland Co

-5.82%

Shares13.7K

Event2026-03-31

Filed2026-05-12

VTRS

Viatris Inc.

12.91%

Shares72.1K

Event2026-03-31

Filed2026-05-12

KMB

Kimberly-Clark Corp

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-12

Vanguard Mid-Cap ETF

6.70%

Shares3.3K

Event2026-03-31

Filed2026-05-12

Vanguard Small-Cap ETF

22.72%

Shares3.6K

Event2026-03-31

Filed2026-05-12

Procter & Gamble Co.

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-12

BMY

Bristol-Myers Squibb Co

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-12

CAT

Caterpillar Inc

-12.21%

Shares1.3K

Event2026-03-31

Filed2026-05-12

HON

Honeywell International Inc.

-0.08%

Shares3.9K

Event2026-03-31

Filed2026-05-12

Invesco QQQ Trust

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

MPC

Marathon Petroleum Corp.

-11.98%

Shares3.5K

Event2026-03-31

Filed2026-05-12

HP Inc.

0.00%

Shares42.1K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA Corp.

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-12

WFC

Wells Fargo

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-12

VHT

Vanguard Health Care Sector ETF

-0.04%

Shares2.8K

Event2026-03-31

Filed2026-05-12

APH

Amphenol Corp

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-12

XLY

Consumer Discretionery SPDR ETF

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

SCHW

Charles Schwab Corp.

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM Inc.

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-12

ADI

Analog Devices

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

Boeing Co

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-12

Reliance Inc.

-3.30%

Shares2.3K

Event2026-03-31

Filed2026-05-12

Deere & Co.

-3.01%

Shares1.3K

Event2026-03-31

Filed2026-05-12

TXN

Texas Instruments, Inc.

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-12

VXUS

Vanguard Total International Stock ETF

14.12%

Shares9.0K

Event2026-03-31

Filed2026-05-12

GEV

GE Vernova Inc

-19.42%

Shares751

Event2026-03-31

Filed2026-05-12

SPY

SPDR S&P 500 ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

COP

ConocoPhillips

-1.42%

Shares4.9K

Event2026-03-31

Filed2026-05-12

ITW

Illinois Tool Works

-20.54%

Shares2.5K

Event2026-03-31

Filed2026-05-12

IJH

iShares Core S&P Mid-Cap ETF

-0.73%

Shares9.4K

Event2026-03-31

Filed2026-05-12

SCZ

iShares MSCI EAFE Small Cap Index

-3.40%

Shares7.4K

Event2026-03-31

Filed2026-05-12

KEYS

Keysight Technologies

-0.34%

Shares2.0K

Event2026-03-31

Filed2026-05-12

AXP

American Express Company

-5.46%

Shares1.9K

Event2026-03-31

Filed2026-05-12

DIS

Disney (Walt) Co

2.71%

Shares5.9K

Event2026-03-31

Filed2026-05-12

Goldman Sachs

-6.34%

Shares635

Event2026-03-31

Filed2026-05-12

Alphabet Inc. Cl. C

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

IWO

iShares Russell 2000 Growth Index

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

NEE

NextEra Energy

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-12

VWO

Vanguard FTSE Emerging Markets ETF

8.99%

Shares9.6K

Event2026-03-31

Filed2026-05-12

EFG

iShares MSCI EAFE Growth Index

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-12

MSI

Motorola Solutions Inc.

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

DIA

SPDR Dow Jones Industrial Avg. ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

PSX

Phillips 66

-14.43%

Shares2.7K

Event2026-03-31

Filed2026-05-12

WTM

White Mountain Insurance Group Ltd.

-2.18%

Shares224

Event2026-03-31

Filed2026-05-12

CEG

Constellation Energy Corp.

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

MDT

Medtronic Inc

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-12

EFX

Equifax Inc.

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-12

CVS

CVS Health Corp.

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-12

VBK

Vanguard Small-Cap Growth ETF

-8.81%

Shares1.4K

Event2026-03-31

Filed2026-05-12

VBR

Vanguard Small Cap Value ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

IYH

iShares U.S. Healthcare ETF

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-12

TRV

Travelers Companies

-11.92%

Shares1.4K

Event2026-03-31

Filed2026-05-12

DOW

Dow Inc.

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-12

EMXC

iShares MSCI Emerging Markets ex-China

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-12

FWONA

Liberty Formula One Group

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-12

SYF

Synchrony Financial

47.27%

Shares5.6K

Event2026-03-31

Filed2026-05-12

CARR

Carrier Global Corp.

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

TJX

TJX Companies

-8.35%

Shares2.2K

Event2026-03-31

Filed2026-05-12

STZ

Constellation Brands Cl. A

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

ADP

Automatic Data Processing

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

CNP

Centerpoint Energy

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-12

Coca-Cola Company

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

SYK

Stryker Corp.

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

APD

Air Products & Chemicals

-0.35%

Shares1.2K

Event2026-03-31

Filed2026-05-12

ORCL

Oracle Corporation

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-12

Agilent Technologies

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

SYY

Sysco Corp.

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

ALL

Allstate Corporation

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

CTVA

Corteva Inc.

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

Morgan Stanley

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VIS

Vanguard Industrial Sector ETF

0.00%

Shares913

Event2026-03-31

Filed2026-05-12

AVY

Avery Dennison Corp

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

IYG

iShares U.S. Financial Services ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-12

XLF

Financial Select Sector SPDR ETF

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-12

Labcorp Holdings Inc.

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

EFV

iShares MSCI EAFE Value Index

New

Shares3.7K

Event2026-03-31

Filed2026-05-12

LOW

Lowes Co Inc

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

NLR

Vaneck Uranium & Nuclear Energy ETF

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

Trane Technologies plc

0.00%

Shares633

Event2026-03-31

Filed2026-05-12

CMCSA

Comcast Corporation Class A

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-12

VSS

Vanguard FTSE All-World Ex-US Small Cap ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VLO

Valero Energy Corp.

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

WBD

Warner Bros. Discovery Inc.

0.00%

Shares9.5K

Event2026-03-31

Filed2026-05-12

General Dynamics Corp.

0.00%

Shares759

Event2026-03-31

Filed2026-05-12

IWB

Ishares Russell 1000 ETF

0.00%

Shares712

Event2026-03-31

Filed2026-05-12

KMI

Kinder Morgan, Inc.

-10.92%

Shares7.6K

Event2026-03-31

Filed2026-05-12

IWN

iShares Russell 2000 Value Index

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

Bank of New York Mellon Corp.

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

Dominion Energy Inc.

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

GILD

Gilead Sciences, Inc.

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

HXL

Hexcel Corp.

-6.76%

Shares3.0K

Event2026-03-31

Filed2026-05-12

AMZN

Amazon.com Inc

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

Southern Company

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

IFF

International Flavors and Fragrances

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-12

Accenture Ltd.

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

IWR

iShares Russell Mid-Cap Index

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-12

OXY

Occidental Petroleum

-37.65%

Shares3.4K

Event2026-03-31

Filed2026-05-12

CAH

Cardinal Health Inc.

-11.64%

Shares1.0K

Event2026-03-31

Filed2026-05-12

PCG

PG&E Corp

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-12

GEHC

GE Healthcare Technologies Inc.

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

UNP

Union Pacific Corp.

-0.46%

Shares873

Event2026-03-31

Filed2026-05-12

VTI

Vanguard Total Stock Market ETF

New

Shares637

Event2026-03-31

Filed2026-05-12

IWP

IShares Russell Mid-Cap Growth ETF

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

Goodyear Tire & Rubber Co

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available